Dimensional US Small Cap ETFDFASETF
13F holders, Q2 2026 (June 30)915holders +23
56new positions
29sold out
2famous investors
$82.19avg. 13F price*
At the end of Q2 2026, 915 institutions reported holding Dimensional US Small Cap ETF (DFAS) in their 13F filings, up 23 from Q1 2026. 56 opened new positions and 29 sold out. The largest holders were Creative Planning ($2.3B), Northern Trust Corp. ($778.1M) and Bank of America Corp. ($561.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Dimensional US Small Cap ETF
- CUSIP
- 25434V500
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $57.8M |
| Exits | 29 | $24.7M |
All 13F filers, Q1 2026 → Q2 2026: 9,293,436 shares bought and 2,441,242 shares sold, net +6,852,194 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 915 holders
| Creative Planning | 1.34% | Add +6.1% | 27,823,389 | $2.3B |
| Northern Trust Corp. | 0.09% | Add +2.8% | 9,449,673 | $778.1M |
| Bank of America Corp. | 0.04% | Add +3.1% | 6,821,323 | $561.7M |
| Index Fund Advisors, Inc. | 19.25% | Reduce -0.2% | 5,887,790 | $484.8M |
| Focus Partners Wealth | 0.28% | Reduce -5.0% | 3,276,884 | $269.8M |
| Pure Financial Advisors, LLC | 3.45% | Add +2.0% | 3,262,743 | $268.7M |
| TCI Wealth Advisors, Inc. | 10.05% | Add +8.7% | 2,820,974 | $232.3M |
| Root Financial Partners, LLC | 7.45% | Add +46.9% | 2,329,592 | $191.8M |
| Vise Technologies, Inc. | 2.09% | Add +77.9% | 2,237,685 | $184.3M |
| Envestnet Asset Management Inc. | 0.04% | Add +8.8% | 1,874,508 | $154.3M |
| Mercer Global Advisors Inc. | 0.15% | Add +10.9% | 1,506,590 | $124.1M |
| Midwest Trust Co | 1.24% | Reduce -3.5% | 1,328,794 | $109.4M |
| Savant Capital, LLC | 0.31% | Add +17.1% | 1,279,755 | $105.4M |
| Bank of Montreal | 0.04% | Add +2.9% | 1,248,027 | $102.8M |
| Confluence Wealth Services, Inc. | 2.91% | Add +18.4% | 1,235,907 | $101.8M |
| Plancorp, LLC | 2.46% | Reduce -1.9% | 1,246,691 | $100.6M |
| Evanson Financial, LLC | 4.91% | — | 1,217,796 | $100.3M |
| Royal Bank of Canada | 0.02% | Reduce -1.9% | 1,200,879 | $98.9M |
| Premier Financial Group | 19.51% | Reduce -0.3% | 1,178,528 | $97.0M |
| Great Waters Wealth Management | 8.77% | Add +4.9% | 1,150,130 | $94.7M |
| HighTower Advisors, LLC | 0.09% | Add +13.2% | 1,127,524 | $92.8M |
| Raymond James Financial Inc. | 0.03% | Add +9.7% | 1,127,165 | $92.8M |
| Washington Trust Bank | 6.42% | Reduce -2.2% | 1,115,723 | $91.9M |
| UBS Group AG | 0.01% | Add +5.2% | 1,067,070 | $87.9M |
| Moisand Fitzgerald Tamayo, LLC | 7.88% | Add +0.9% | 979,623 | $80.7M |
| Focus Partners Advisor Solutions, LLC | 0.66% | Add +0.4% | 943,404 | $77.7M |
| LPL Financial LLC | 0.02% | Add +5.4% | 942,761 | $77.6M |
| Sageworth Trust Co | 2.98% | Reduce -5.0% | 919,443 | $75.7M |
| Pathstone Holdings, LLC | 0.22% | Add +6.3% | 908,781 | $74.8M |
| DAVENPORT & Co LLC | 0.38% | Add +19.4% | 901,285 | $74.2M |
| First Command Advisory Services, Inc. | 0.43% | Reduce -18.8% | 887,282 | $73.0M |
| Brown Advisory Inc. | 0.11% | Add +11.2% | 878,685 | $72.4M |
| Bernicke Wealth Management, Ltd. | 7.97% | Add +2.0% | 833,700 | $68.6M |
| Bleakley Financial Group, LLC | 0.86% | Add +9.3% | 820,209 | $67.5M |
| Wealth Management Nebraska | 5.94% | Add +7.7% | 808,407 | $66.6M |
| Stordahl Capital Management, Inc. | 10.92% | Add +1.8% | 724,321 | $59.6M |
| MassMutual Private Wealth & Trust, FSB | 1.53% | Reduce -2.2% | 719,308 | $59.2M |
| DiNuzzo Private Wealth, Inc. | 5.86% | Reduce -2.2% | 719,169 | $59.2M |
| Cerity Partners LLC | 0.07% | Add +23.9% | 704,902 | $58.0M |
| Mariner, LLC | 0.06% | Add +6.1% | 685,880 | $56.5M |
| Cetera Investment Advisers | 0.05% | Add +6.1% | 679,277 | $55.9M |
| EP Wealth Advisors, LLC | 0.21% | Reduce -0.1% | 676,193 | $55.7M |
| Commonwealth Equity Services, LLC | 0.07% | Add +0.0% | 673,027 | $55.4M |
| Chicago Partners Investment Group LLC | 1.10% | Add +0.5% | 684,518 | $55.1M |
| Three Arch Wealth Management LLC | 7.86% | Reduce -1.3% | 622,027 | $51.2M |
| Dixon Fnancial Services, Inc. | 18.47% | Reduce -0.7% | 553,678 | $45.6M |
| Thrivent Financial for Lutherans | 0.08% | Add +13.9% | 549,404 | $45.2M |
| Elser Financial Planning, Inc | 1.93% | Reduce -2.9% | 539,346 | $44.4M |
| Sax Wealth Advisors, LLC | 1.75% | Add +10.1% | 603,275 | $42.9M |
| Truist Financial Corp. | 0.05% | Reduce -12.8% | 516,155 | $42.5M |
| Modera Wealth Management, LLC | 0.45% | Add +0.8% | 511,559 | $42.1M |
| Kwmg, LLC | 3.04% | Add +3.4% | 511,517 | $42.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +4.1% | 511,228 | $42.1M |
| Beaird Harris Wealth Management, LLC | 2.61% | Reduce -4.6% | 505,291 | $41.6M |
| Hurlow Wealth Management Group, Inc. | 8.64% | Add +5.0% | 504,189 | $41.5M |
| Corient Private Wealth LP | 0.06% | Reduce -17.0% | 493,378 | $40.6M |
| Osaic Holdings, Inc. | 0.05% | Add +8.8% | 492,155 | $40.5M |
| Richard Young Associates, Ltd. | 25.38% | Add +0.7% | 463,838 | $38.2M |
| DecisionPoint Financial, LLC | 6.86% | Add +6.5% | 451,314 | $37.0M |
| Austin Asset Management Co Inc | 5.26% | Reduce -3.2% | 447,771 | $36.9M |
| Heritage Investment Group, Inc. | 4.79% | Reduce -1.8% | 433,167 | $35.7M |
| Financial Consulate, Inc. | 3.97% | Add +2.5% | 433,095 | $35.7M |
| Heritage Wealth Management, Inc./Texas | 13.52% | Reduce -1.8% | 426,641 | $35.1M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +8.9% | 420,588 | $34.6M |
| Sequoia Financial Advisors, LLC | 0.17% | Reduce -2.2% | 420,312 | $34.6M |
| Phillips Financial Management, LLC | 2.53% | Reduce -3.6% | 418,581 | $34.5M |
| Jones Financial Companies LLLP | 0.01% | Add +29.6% | 399,583 | $32.7M |
| Acorn Creek Capital LLC | 10.79% | Reduce -8.3% | 392,045 | $32.3M |
| Farther Finance Advisors, LLC | 0.25% | Add +1.8% | 388,136 | $32.0M |
| Captrust Financial Advisors | 0.05% | Add +1.8% | 368,474 | $30.3M |
| Tanager Wealth Management LLP | 2.63% | Reduce -5.9% | 366,497 | $30.2M |
| Disciplined Equity Management, Inc. | 13.34% | Add +4.7% | 365,926 | $30.1M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +0.5% | 361,150 | $29.7M |
| Assetmark, Inc. | 0.05% | Add +12070.6% | 359,277 | $29.6M |
| Choreo, LLC | 0.32% | Reduce -0.3% | 358,848 | $29.5M |
| Fifth Third Bancorp | 0.05% | Reduce -8.4% | 358,595 | $29.5M |
| Market Street Wealth Management Advisors LLC | 4.16% | Add +0.6% | 354,823 | $29.2M |
| Apella Capital, LLC | 0.41% | Add +1.8% | 357,928 | $29.0M |
| Your Advocates Ltd., LLP | 8.18% | Add +0.3% | 347,763 | $28.6M |
| Tillman Hartley LLC | 6.33% | Add +1.9% | 342,420 | $28.2M |
| Guardian Wealth Management, LLC | 7.81% | Reduce -0.6% | 338,393 | $27.9M |
| Builder Investment Group Inc. | 5.30% | Add +2.9% | 324,817 | $26.7M |
| Foster Group, Inc. | 0.70% | Reduce -0.8% | 321,166 | $26.4M |
| Advisory Alpha, LLC | 0.65% | Add +7.8% | 320,063 | $26.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.38% | Add +0.0% | 317,417 | $26.1M |
| Tilson Financial Group, Inc. | 7.13% | Add +1.9% | 314,786 | $25.9M |
| Jackson Thornton Wealth Management, LLC | 2.01% | Reduce -0.6% | 309,328 | $25.5M |
| Parkwoods Wealth Partners, LLC | 4.03% | Add +5.5% | 304,730 | $25.1M |
| Timonier Family Office, LTD. | 7.04% | — | 302,816 | $24.9M |
| Mission Wealth Management, LP | 0.31% | Add +3.3% | 301,920 | $24.9M |
| Planning Center, Inc. | 2.33% | Add +0.0% | 300,501 | $24.7M |
| Forum Private Client Group LLC | 7.31% | Add +0.9% | 298,118 | $24.5M |
| Wells Fargo & Company | 0.00% | Reduce -1.4% | 295,411 | $24.3M |
| PCA Investment Advisory Services Inc. | 6.79% | Reduce -7.2% | 295,304 | $24.3M |
| Pinney & Scofield, Inc. | 11.71% | Reduce -0.5% | 290,953 | $24.0M |
| Hill Island Financial LLC | 5.09% | Add +1.8% | 289,884 | $23.9M |
| Pillar Financial Advisors, LLC | 12.48% | Reduce -0.0% | 289,794 | $23.9M |
| Monograph Wealth Advisors, LLC | 1.94% | Add +6.1% | 286,224 | $23.6M |
| McNamara Financial Services, Inc. | 4.02% | Reduce -0.2% | 283,052 | $23.3M |
| Maseco LLP | 0.65% | Reduce -1.7% | 282,786 | $23.3M |
| Financial Synergies Wealth Advisors, Inc. | 1.95% | Reduce -1.6% | 278,687 | $22.9M |
| BlackRock, Inc. | 0.00% | Add +34.7% | 274,915 | $22.6M |
| Stifel Financial Corp. | 0.02% | Add +5.0% | 271,181 | $22.3M |
| Allodium Investment Consultants, LLC | 9.47% | Reduce -2.5% | 270,820 | $22.3M |
| Park Avenue Securities LLC | 0.14% | Add +13.4% | 264,616 | $21.8M |
| Clear Creek Financial Management, LLC | 1.39% | Add +85.3% | 263,071 | $21.7M |
| EnRich Financial Partners LLC | 5.00% | Reduce -0.4% | 255,558 | $21.0M |
| AdvisorNet Financial, Inc | 0.96% | Reduce -1.2% | 255,152 | $21.0M |
| WPWealth LLP | 3.10% | Reduce -2.7% | 253,917 | $20.9M |
| LRI Investments, LLC | 1.66% | Reduce -0.1% | 251,896 | $20.7M |
| Tassel Capital Management, Inc. | 9.66% | Reduce -7.6% | 250,557 | $20.6M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +19.0% | 248,065 | $20.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.34% | Reduce -5.2% | 244,219 | $20.1M |
| JPMorgan Chase & Co. | 0.00% | Add +1.1% | 241,729 | $19.8M |
| Harbour Investments, Inc. | 0.27% | Add +6.5% | 239,327 | $19.7M |
| Lutz Financial Services LLC | 1.20% | Reduce -0.2% | 238,326 | $19.6M |
| McLean Asset Management Corp | 2.59% | Reduce -6.2% | 241,473 | $19.6M |
| OneDigital Investment Advisors LLC | 0.16% | Add +0.3% | 236,987 | $19.5M |
| G2 Capital Management, LLC / Oh | 4.22% | Add +2.0% | 234,827 | $19.3M |
| M Holdings Securities, Inc. | 2.64% | Reduce -36.1% | 235,674 | $19.3M |
| Factor Wealth Management LTD | 2.82% | Reduce -4.8% | 226,612 | $18.7M |
| McGlone Suttner Wealth Management, Inc. | 2.18% | Add +3.1% | 226,110 | $18.6M |
| New Hampshire Trust | 3.50% | Reduce -3.6% | 225,414 | $18.6M |
| Sentinel Wealth Management, Inc. | 13.03% | Add +1.0% | 224,550 | $18.5M |
| West Financial Advisors, LLC | 2.81% | Add +5.1% | 224,344 | $18.5M |
| True Link Financial Advisors, LLC | 1.05% | Add +0.9% | 220,656 | $18.2M |
| Aspen Capital Management, LLC | 3.89% | Reduce -1.0% | 214,183 | $17.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -11.1% | 269,115 | $17.6M |
| First Bancorp, Inc | 6.69% | Add +16.3% | 205,995 | $17.0M |
| Dynamic Advisor Solutions LLC | 0.47% | Reduce -2.5% | 200,647 | $16.5M |
| Midwest Heritage Bank, FSB | 4.66% | Add +0.8% | 199,457 | $16.4M |
| CGN Advisors LLC | 1.19% | Add +48.1% | 197,455 | $16.3M |
| Bridgewater Advisors Inc. | 0.87% | Add +4.6% | 193,874 | $16.0M |
| Spinnaker Investment Group, LLC | 2.54% | Add +12.8% | 192,134 | $15.8M |
| Bannerman Wealth Management Group, LLC | 9.22% | Add +1.4% | 191,912 | $15.8M |
| Aire Advisors, LLC | 2.56% | Add +1.4% | 190,980 | $15.7M |
| Pacific Sage Partners, LLC | 2.23% | Add +7.1% | 190,254 | $15.7M |
| Wescott Financial Advisory Group, LLC | 1.21% | Add +2.6% | 189,932 | $15.6M |
| Burk Holdings LLC | 5.74% | Add +6.4% | 188,591 | $15.5M |
| Conservest Capital Advisors, Inc. | 1.22% | Reduce -0.2% | 186,248 | $15.3M |
| AQR Capital Management | 0.01% | Add +13.2% | 185,715 | $15.3M |
| B&D White Capital Company, LLC | 1.52% | Reduce -0.6% | 185,231 | $15.3M |
| Connable Office Inc. | 1.34% | Add +0.8% | 184,557 | $15.2M |
| Mendota Financial Group, LLC | 9.38% | Add +10.1% | 183,808 | $15.1M |
| American Investment Services, Inc. | 3.20% | Add +2.5% | 183,701 | $15.1M |
| Sterling Wealth Management, Inc. | 3.73% | Reduce -1.6% | 182,371 | $15.0M |
| Trinity Financial Advisors LLC | 3.83% | Add +0.9% | 181,082 | $14.9M |
| MML Investors Services, LLC | 0.03% | Add +9.7% | 180,549 | $14.9M |
| Summit Wealth Group, LLC | 3.02% | Add +3.6% | 179,901 | $14.8M |
| Invst, LLC | 1.43% | Add +5.8% | 177,551 | $14.6M |
| Modern Wealth Management, LLC | 0.17% | Add +0.6% | 176,436 | $14.5M |
| JGP Wealth Management, LLC | 1.30% | Add +2.3% | 175,504 | $14.5M |
| Arax Advisory Partners | 0.10% | Add +25.3% | 175,491 | $14.4M |
| Pioneer Wealth Management Group | 3.47% | Add +8.1% | 174,600 | $14.4M |
| MAI Capital Management | 0.05% | Add +14.7% | 173,300 | $14.3M |
| Smartleaf Asset Management LLC | 0.45% | No change | 168,970 | $13.8M |
| Axxcess Wealth Management, LLC | 0.22% | New | 166,905 | $13.7M |
| Dravo Bay LLC | 4.65% | Add +10.4% | 163,345 | $13.4M |
| Allworth Financial LP | 0.06% | Reduce -29.9% | 161,542 | $13.3M |
| Granite Harbor Advisors, Inc. | 5.24% | Add +17.4% | 159,251 | $13.1M |
| Clearstead Advisors, LLC | 0.12% | Add +5.0% | 158,743 | $13.1M |
| Baird Financial Group, Inc. | 0.02% | Add +5.8% | 155,022 | $12.8M |
| Atria Investments, Inc | 0.13% | New | 153,751 | $12.7M |
| Wealth Management Partners, LLC | 2.97% | Add +3.5% | 153,373 | $12.6M |
| Morgan Stanley | 0.00% | Add +0.2% | 152,737 | $12.6M |
| VeraBank, N.A. | 2.08% | Add +9.4% | 152,676 | $12.6M |
| One Capital Management, LLC | 0.34% | No change | 173,609 | $12.3M |
| Wood Tarver Financial Group, LLC | 2.90% | Add +6.2% | 149,093 | $12.3M |
| Webster Bank, N. A. | 1.06% | Reduce -2.2% | 147,590 | $12.2M |
| WorthPointe, LLC | 3.04% | Reduce -1.9% | 146,985 | $12.1M |
| Envision Financial Planning, LLC | 3.84% | Reduce -1.0% | 143,153 | $11.8M |
| Gemmer Asset Management LLC | 0.79% | Add +3.3% | 143,008 | $11.8M |
| Spire Wealth Management | 0.35% | Add +2.4% | 141,576 | $11.7M |
| Forum Financial Management, LP | 0.15% | Reduce -3.0% | 141,455 | $11.6M |
| Professional Financial Solutions LLC | 9.03% | Add +1.8% | 141,095 | $11.6M |
| Daner Wealth Management, LLC | 6.19% | Reduce -0.7% | 135,563 | $11.4M |
| Colorado Capital Management, Inc. | 3.89% | Reduce -2.8% | 138,520 | $11.4M |
| Capital Analysts, LLC | 0.26% | Add +12.5% | 138,463 | $11.4M |
| GEM Asset Management, LLC | 4.43% | Add +2.8% | 136,613 | $11.2M |
| Discipline Wealth Solutions, LLC | 0.97% | Add +18.6% | 134,696 | $11.1M |
| Kelleher Financial Advisors | 1.59% | Add +175.6% | 134,526 | $11.1M |
| First National Bank Sioux Falls | 2.99% | No change | 144,794 | $10.9M |
| Ballentine Capital Advisors, Inc | 4.10% | Add +1.6% | 132,295 | $10.9M |
| 1900 Wealth Management LLC | 0.60% | Reduce -0.8% | 130,657 | $10.8M |
| Curio Wealth, LLC | 3.33% | Add +5.0% | 130,300 | $10.7M |
| Waterfront Wealth Inc. | 1.63% | Reduce -0.4% | 129,369 | $10.5M |
| Rehmann Capital Advisory Group | 0.48% | Add +301.2% | 127,129 | $10.5M |
| Hardy Reed LLC | 0.67% | Add +2.9% | 126,528 | $10.4M |
| CarsonAllaria Wealth Management, Ltd. | 4.48% | Add +0.8% | 125,618 | $10.3M |
| TFO Wealth Partners, LLC | 1.10% | Reduce -1.7% | 123,258 | $10.1M |
| Earned Wealth Advisors, LLC | 0.65% | Reduce -7.3% | 122,072 | $10.1M |
| Syverson Strege & Co | 2.18% | Reduce -32.7% | 121,633 | $10.0M |
| Vestia Personal Wealth Advisors | 3.88% | Add +3.6% | 120,763 | $9.9M |
| Keb Asset Management, LLC | 1.60% | Add +1.7% | 120,162 | $9.9M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -6.1% | 120,004 | $9.9M |
| Cedar Point Capital Partners, LLC | 5.69% | Add +2.7% | 119,981 | $9.9M |
| Vermillion Wealth Management, Inc. | 2.35% | Reduce -2.0% | 119,256 | $9.8M |
| MBA Advisors LLC | 3.33% | Add +17.4% | 118,728 | $9.8M |
| Cascade Wealth Advisors, Inc | 3.82% | Add +7.3% | 113,731 | $9.5M |
| Pinnacle Financial Group, LLC / IL | 2.30% | Add +1.4% | 114,469 | $9.4M |
| Aspiriant, LLC | 0.23% | Reduce -1.4% | 113,295 | $9.3M |
| KPP Advisory Services LLC | 1.17% | Reduce -0.5% | 111,946 | $9.2M |
| Platform Technology Partners | 1.50% | Add +11.3% | 111,354 | $9.2M |
| Yardley Wealth Management LLC | 4.11% | Add +1.3% | 109,981 | $9.1M |
| Cardiff Park Advisors, LLC | 0.70% | Add +4.5% | 109,860 | $9.0M |
| Demming Financial Services Corp. | 5.70% | Reduce -0.2% | 108,962 | $9.0M |
| Ruedi Wealth Management, Inc. | 2.10% | Reduce -0.6% | 108,722 | $9.0M |
| Forza Wealth Management, LLC | 2.69% | Add +3.5% | 106,322 | $8.8M |
| Aegis Wealth Management LLC | 4.07% | Add +1.2% | 105,196 | $8.7M |
| Tme Financial, Inc. | 5.27% | Add +63.8% | 103,731 | $8.5M |
| Claris Advisors, LLC / Mo / | 2.22% | Reduce -2.2% | 103,413 | $8.5M |
| RFG Advisory, LLC | 0.13% | Reduce -2.3% | 102,292 | $8.4M |
| Ruggaard & Associates LLC | 3.02% | Reduce -1.5% | 102,255 | $8.4M |
| Lam Group, Inc. | 4.14% | Reduce -0.1% | 101,138 | $8.3M |
| Andrews, Lucia Wealth Management LLC | 4.33% | Add +0.3% | 100,412 | $8.3M |
| Sageworth Trust Co of South Dakota | 5.01% | Add +19.2% | 98,702 | $8.1M |
| JDH Wealth Management, LLC | 4.92% | Reduce -1.0% | 98,258 | $8.1M |
| Cordant, Inc. | 2.89% | Add +8.7% | 97,484 | $8.0M |
| Pinnacle Financial Partners, Inc. | 0.05% | Add +3.6% | 97,198 | $8.0M |
| SeedSafe Financial LLC | 5.73% | Add +10.4% | 96,633 | $8.0M |
| Navigoe, LLC | 4.11% | Reduce -0.7% | 95,551 | $7.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.9% | 95,451 | $7.9M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +17.9% | 95,003 | $7.8M |
| Parker Financial LLC | 2.84% | Add +1.1% | 94,250 | $7.8M |
| JMG Financial Group, Ltd. | 0.19% | Reduce -0.1% | 93,925 | $7.7M |
| Zhang Financial LLC | 0.22% | Reduce -5.2% | 92,604 | $7.6M |
| Rf&l Wealth Management, LLC | 5.07% | Add +0.1% | 91,061 | $7.5M |
| Alpha Financial Advisors, LLC | 2.07% | Reduce -0.2% | 90,155 | $7.4M |
| NewEdge Advisors, LLC | 0.02% | Reduce -2.3% | 89,442 | $7.4M |
| Florida Trust Wealth Management Co | 0.18% | Add +35.3% | 89,271 | $7.4M |
| Visionary Wealth Advisors | 0.28% | Add +2.4% | 86,969 | $7.2M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Reduce -20.4% | 86,944 | $7.2M |
| Collective Family Office LLC | 1.44% | Reduce -1.5% | 85,628 | $7.1M |
| SMI Advisory Services, LLC | 1.11% | Add +7.2% | 83,541 | $6.8M |
| Larson Financial Group LLC | 0.18% | Reduce -20.5% | 82,565 | $6.8M |
| Quantinno Capital Management LP | 0.01% | Add +14.3% | 82,505 | $6.8M |
| Kestra Investment Management, LLC | 0.13% | Add +39.9% | 81,423 | $6.7M |
| Well Done, LLC | 0.88% | Add +9.8% | 79,436 | $6.5M |
| Seneschal Advisors, LLC | 4.44% | Reduce -2.4% | 78,782 | $6.5M |
| Tortoise Investment Management, LLC | 0.48% | Reduce -0.1% | 78,776 | $6.5M |
| First Financial Group Corp | 4.65% | Add +3.0% | 78,084 | $6.4M |
| Hiley Hunt Wealth Management | 2.51% | Add +2.9% | 77,017 | $6.3M |
| Physician Wealth Advisors, Inc. | 0.75% | Reduce -0.0% | 75,964 | $6.3M |
| Birchcreek Wealth Management, LLC | 2.44% | Add +0.4% | 75,923 | $6.3M |
| Bayshore Asset Management, LLC | 2.21% | Reduce -1.6% | 75,263 | $6.2M |
| Pinkerton Wealth, LLC | 0.53% | Reduce -6.7% | 86,889 | $6.2M |
| Frankly Finances, LLC | 4.81% | No change | 73,891 | $6.1M |
| CPA Asset Management Group, LLC | 1.75% | Reduce -21.6% | 73,854 | $6.1M |
| SageView Advisory Group, LLC | 0.20% | Add +634.6% | 73,811 | $6.1M |
| Navigate Wealth Management, LLC | 3.72% | Add +5.7% | 73,968 | $6.0M |
| Woodward Financial Advisors, Inc. | 2.00% | — | 72,662 | $6.0M |
| Atlantic Union Bankshares Corp | 0.10% | Add +1.0% | 72,051 | $5.9M |
| Linscomb Wealth, Inc. | 0.26% | Add +31.9% | 71,986 | $5.9M |
| Napier Financial, LLC | 1.23% | Add +1.2% | 71,522 | $5.9M |
| Bank of New York Mellon Corp | 0.00% | Add +8.5% | 70,902 | $5.8M |
| Meridian Wealth Partners, LLC | 0.70% | Add +1.0% | 70,708 | $5.8M |
| PFG Advisors | 0.29% | Add +0.2% | 69,763 | $5.7M |
| True Freedom Investing, LLC | 0.45% | Reduce -5.9% | 79,900 | $5.7M |
| First National Trust Co | 0.19% | Reduce -23.5% | 68,849 | $5.7M |
| Altiora Financial Group, LLC | 0.88% | Reduce -0.1% | 67,906 | $5.6M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +3.9% | 67,765 | $5.6M |
| Savvy Advisors, Inc. | 0.12% | Add +1.8% | 66,348 | $5.5M |
| Kondo Wealth Advisors, Inc. | 1.81% | Reduce -0.4% | 65,648 | $5.4M |
| Wealthspan Partners, LLC | 1.70% | Add +8.4% | 65,459 | $5.4M |
| DiPaolo Financial Group, Inc. | 3.49% | Add +3.5% | 64,953 | $5.3M |
| Stadion Money Management, LLC | 0.46% | Reduce -9.5% | 64,849 | $5.3M |
| Investmark Advisory Group LLC | 2.00% | Add +2.9% | 63,949 | $5.3M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +5.6% | 63,774 | $5.3M |
| Commerce Bank | 0.02% | Add +14.2% | 63,548 | $5.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -42.4% | 63,017 | $5.2M |
| Strategent Financial, LLC | 2.99% | Add +2.8% | 63,007 | $5.2M |
| DBK Financial Counsel, LLC | 4.32% | Reduce -7.0% | 62,489 | $5.1M |
| HUB Investment Partners, LLC | 0.09% | Reduce -1.9% | 62,437 | $5.1M |
| Kane Co Wealth Management, Inc. | 3.89% | Reduce -0.3% | 62,237 | $5.1M |
| Advisortrust Partners, LLC | 1.74% | New | 61,850 | $5.1M |
| SC&H Financial Advisors, Inc. | 0.67% | Add +7.0% | 61,513 | $5.1M |
| CLG LLC | 1.11% | Add +4.9% | 61,460 | $5.1M |
| FMB Wealth Management | 1.86% | Reduce -2.1% | 61,391 | $5.1M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +8.3% | 61,310 | $5.0M |
| 180 Wealth Advisors, LLC | 0.50% | Add +1.2% | 61,038 | $5.0M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.51% | Reduce -0.1% | 60,797 | $5.0M |
| Mgo One Seven LLC | 0.08% | Add +4.3% | 60,779 | $5.0M |
| DWR Wealth Management, LLC | 3.74% | Add +9.0% | 60,966 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +21.8% | 60,199 | $5.0M |
| Broadhurst Jeffrey B | 10.25% | Reduce -54.7% | 58,515 | $4.8M |
| Colony Family Offices, LLC | 1.05% | Add +14.6% | 58,286 | $4.8M |
| Adelphi Trust Co | 3.18% | Add +6.8% | 58,255 | $4.8M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.2% | 58,064 | $4.8M |
| TruNorth Capital Management, LLC | 0.77% | Reduce -1.5% | 57,971 | $4.8M |
| Glass Jacobson Investment Advisors llc | 1.49% | Add +1.1% | 57,927 | $4.8M |
| Cascade Financial Partners, LLC | 0.40% | Reduce -1.5% | 55,580 | $4.6M |
| Aspen Wealth Management LLC | 0.78% | Reduce -0.8% | 55,413 | $4.6M |
| Jacobi Capital Management LLC | 0.22% | Add +5.9% | 55,354 | $4.6M |
| Altura Wealth Advisors Inc. | 1.52% | Reduce -0.3% | 54,590 | $4.5M |
| Gibraltar Capital Management, Inc. | 0.69% | Add +65.3% | 54,145 | $4.5M |
| Greenspring Advisors, LLC | 0.24% | Reduce -1.8% | 52,888 | $4.4M |
| Physician Wealth Solutions Inc. | 1.65% | No change | 52,865 | $4.4M |
| BCM Advisors, LLC | 0.84% | Add +3.7% | 53,519 | $4.3M |
| DeLarme Wealth Management, Inc. | 2.47% | Reduce -0.6% | 51,763 | $4.3M |
| NorthCrest Asset Manangement, LLC | 0.11% | No change | 52,499 | $4.3M |
| Harbour Wealth Management Group, Inc. | 2.87% | Add +3.9% | 51,481 | $4.2M |
| Financial Planning Navigators CORP | 1.55% | Add +6.4% | 50,384 | $4.1M |
| Advisory Services Network, LLC | 0.05% | Add +7.5% | 50,038 | $4.1M |
| Maryland Capital Advisors Inc. | 1.32% | — | 49,964 | $4.1M |
| TCP Asset Management, LLC | 0.46% | Reduce -0.9% | 49,605 | $4.1M |
| Investment Advisory Group, LLC | 0.89% | Reduce -0.8% | 49,574 | $4.1M |
| Sei Investments Co. | 0.00% | Add +14.0% | 49,544 | $4.1M |
| BWM Planning, LLC | 0.94% | Reduce -15.5% | 49,119 | $4.0M |
| Mather Group, Llc. | 0.04% | Add +9.5% | 48,743 | $4.0M |
| Mitchell McLeod Pugh & Williams Inc. | 0.49% | Add +56.4% | 48,508 | $4.0M |
| Armor Investment Advisors, LLC | 1.27% | Reduce -3.2% | 48,091 | $4.0M |
| Planwiser Financial, LLC | 2.73% | Add +451.5% | 47,652 | $3.9M |
| TAGStone Capital, Inc. | 1.24% | Reduce -0.1% | 47,444 | $3.9M |
| Blume Capital Management, Inc. | 0.58% | Reduce -2.0% | 47,134 | $3.9M |
| Strategic Investment Solutions, Inc. | 0.88% | Add +0.9% | 46,493 | $3.8M |
| IHT Wealth Management, LLC | 0.08% | Reduce -1.9% | 45,917 | $3.8M |
| Mason & Associates Inc | 0.61% | Reduce -1.6% | 45,766 | $3.8M |
| Kingsview Wealth Management, LLC | 0.05% | Add +9.6% | 45,609 | $3.8M |
| FourThought Financial Partners, LLC | 0.29% | Add +42.4% | 45,601 | $3.8M |
| Ade, LLC | 1.59% | Add +10.7% | 45,574 | $3.8M |
| Freedom Investment Management, Inc. | 1.03% | Reduce -1.6% | 45,114 | $3.7M |
| Texas Capital Bank Wealth Management Services Inc | 0.20% | No change | 44,934 | $3.7M |
| Legacy Financial Group, Inc. | 0.86% | Reduce -0.8% | 44,696 | $3.7M |
| HTG Investment Advisors, Inc. | 0.94% | Reduce -12.9% | 44,514 | $3.7M |
| Belleair Asset Management, LLC | 3.08% | No change | 44,446 | $3.7M |
| Valeo Financial Advisors, LLC | 0.08% | Add +235.8% | 43,996 | $3.6M |
| Wealthspire Advisors, LLC | 0.02% | Add +2.8% | 43,932 | $3.6M |
| Mosaic Family Wealth Partners, LLC | 0.24% | Add +59.5% | 43,323 | $3.6M |
| Hartmann Taylor Wealth Management, LLC | 2.35% | Reduce -0.2% | 49,934 | $3.6M |
| Sprinkle Financial Consultants LLC | 1.38% | Add +2.2% | 42,847 | $3.5M |
| Morris Financial Concepts, Inc. | 1.08% | Reduce -0.2% | 42,788 | $3.5M |
| Narus Financial Partners, LLC | 0.90% | Add +3.8% | 42,725 | $3.5M |
| Merit Financial Group, LLC | 0.02% | Reduce -20.2% | 42,450 | $3.5M |
| Lauer Wealth, LLC | 2.36% | Add +2.5% | 42,758 | $3.5M |
| Enzi Wealth | 1.09% | Reduce -3.8% | 42,569 | $3.4M |
| First Western Trust Bank | 0.17% | Reduce -15.1% | 41,664 | $3.4M |
| Summit Financial, LLC | 0.04% | Add +7.1% | 41,563 | $3.4M |
| Dopkins Wealth Management, LLC | 1.23% | Reduce -2.6% | 40,946 | $3.4M |
| Olistico Wealth, LLC | 1.43% | Add +4.0% | 40,666 | $3.3M |
| Cloud Capital Management, LLC | 1.22% | Add +0.3% | 40,587 | $3.3M |
| Pacific Asset Management, LLC | 1.64% | Add +0.3% | 40,503 | $3.3M |
| EverSource Wealth Advisors, LLC | 0.11% | Reduce -18.5% | 40,345 | $3.3M |
| Sachem Hill LLC | 0.59% | Reduce -1.3% | 40,064 | $3.3M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -3.3% | 39,872 | $3.3M |
| D.A. Davidson & Co. | 0.02% | Add +15.0% | 39,858 | $3.3M |
| Equitable Holdings, Inc. | 0.02% | Reduce -7.7% | 39,225 | $3.2M |
| Oakmont Advisory Group, LLC | 2.71% | Add +2.2% | 39,173 | $3.2M |
| Vantage Point Financial LLC | 0.98% | Reduce -0.5% | 39,103 | $3.2M |
| RS Crum Inc. | 0.60% | Reduce -2.5% | 38,877 | $3.2M |
| Powers Advisory Group, LLC | 0.99% | Add +9.8% | 38,176 | $3.1M |
| Goepper Burkhardt LLC | 0.94% | Add +15.2% | 38,124 | $3.1M |
| WCG Wealth Advisors LLC | 0.07% | Add +4.3% | 37,754 | $3.1M |
| Strathmore Capital Advisors, Inc. | 0.83% | Reduce -2.5% | 38,129 | $3.1M |
| Capstone Wealth Management, LLC | 1.43% | Reduce -0.3% | 37,544 | $3.1M |
| Great Point Wealth Advisors, LLC | 0.50% | Reduce -0.5% | 37,519 | $3.1M |
| Drucker Wealth 3.0, LLC | 0.48% | Reduce -17.5% | 37,228 | $3.1M |
| Aurelius Family Office LLC | 1.20% | Reduce -4.3% | 37,019 | $3.0M |
| BIP Wealth, LLC | 0.09% | Add +44.9% | 36,766 | $3.0M |
| M Wealth Management, LLC | 2.37% | Reduce -0.4% | 36,592 | $3.0M |
| FLC Capital Advisors | 0.49% | Reduce -0.1% | 36,335 | $3.0M |
| Cambridge Financial Group, LLC | 0.94% | Add +2.7% | 36,145 | $3.0M |
| AG Asset Advisory, LLC | 2.40% | Add +2.5% | 35,987 | $3.0M |
| Baker Boyer National Bank | 0.81% | Reduce -0.4% | 35,649 | $2.9M |
| QRG Capital Management, Inc. | 0.02% | New | 35,623 | $2.9M |
| Baker Tilly Wealth Management, LLC | 0.62% | Reduce -1.4% | 35,209 | $2.9M |
| Natixis Advisors, LLC | 0.00% | Add +72.3% | 35,059 | $2.9M |
| Walter & Keenan Wealth Management LLC /in/ | 0.71% | Add +1.5% | 34,947 | $2.9M |
| Concord Wealth Partners | 0.33% | Add +0.9% | 34,463 | $2.8M |
| United Capital Financial Advisors, LLC | 0.02% | Add +0.0% | 33,690 | $2.8M |
| Sutton Place Investors LLC | 1.32% | Add +2.0% | 33,162 | $2.7M |
| Quadcap Wealth Management, LLC | 0.26% | Reduce -1.4% | 33,024 | $2.7M |
| Prevail Innovative Wealth Advisors, LLC | 0.40% | Add +27.2% | 32,969 | $2.7M |
| Private Advisory Group LLC | 0.15% | New | 32,472 | $2.7M |
| Pettinga Financial Advisors LLC | 0.43% | Reduce -0.9% | 32,465 | $2.7M |
| Triumph Capital Management | 0.48% | Add +6.2% | 32,426 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +5.7% | 31,667 | $2.6M |
| Asset Dedication, LLC | 0.16% | Add +43.0% | 31,395 | $2.6M |
| Mayfair Advisory Group, LLC | 0.77% | Add +7.4% | 31,747 | $2.6M |
| Trace Wealth Advisors, LLC | 1.67% | Add +0.0% | 30,929 | $2.5M |
| Fortis Advisors, LLC | 1.19% | Add +0.0% | 30,842 | $2.5M |
| WESCAP Management Group, Inc. | 0.47% | Add +1.3% | 30,773 | $2.5M |
| Sollinda Capital Management LLC | 0.53% | Add +26.0% | 30,384 | $2.5M |
| Cypress Wealth Services, LLC | 0.31% | Add +0.1% | 30,130 | $2.5M |
| Tenet Wealth Partners, LLC | 1.84% | — | 30,567 | $2.5M |
| Ariadne Wealth Management, LP | 1.08% | Add +0.8% | 29,773 | $2.5M |
| Johnson Wealth Management, LLC | 1.03% | Reduce -11.5% | 29,476 | $2.4M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +1.4% | 29,439 | $2.4M |
| Integrated Advisors Network LLC | 0.11% | Add +0.5% | 29,138 | $2.4M |
| TrustWell Financial Advisors, LLC | 2.03% | Reduce -52.4% | 29,098 | $2.4M |
| Berger Financial Group, Inc | 0.12% | Reduce -2.5% | 28,886 | $2.4M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | No change | 28,607 | $2.4M |
| Fca Corp. | 0.58% | Add +8.3% | 28,582 | $2.4M |
| Fiduciary Financial Advisors | 0.24% | Add +486.8% | 28,517 | $2.3M |
| Noble Wealth Partners LLC | 2.03% | — | 28,357 | $2.3M |
| Mills Wealth Advisors LLC | 0.73% | Add +11.1% | 28,331 | $2.3M |
| Smith Partners Wealth Management, LLC | 1.85% | Add +61.2% | 28,314 | $2.3M |
| Summit Wealth Group LLC / Co. | 0.19% | Add +1.6% | 28,262 | $2.3M |
| Quad-Cities Investment Group, LLC | 0.83% | Add +2.9% | 28,140 | $2.3M |
| Kooman & Associates | 0.62% | Reduce -71.8% | 28,126 | $2.3M |
| SwitchPoint Financial Planning, LLC | 1.33% | No change | 28,004 | $2.3M |
| Optimus Capital Advisors, LLC | 1.24% | Reduce -1.7% | 27,989 | $2.3M |
| Stewardship Concepts Financial Services LLC | 1.54% | Reduce -17.3% | 27,753 | $2.3M |
| LVZ, Inc. | 0.23% | Add +5.7% | 27,606 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +10.0% | 27,504 | $2.3M |
| Wedbush Securities Inc. | 0.06% | Add +104.8% | 27,497 | $2.3M |
| Cherry Tree Wealth Management, LLC | 0.42% | Add +3.9% | 27,328 | $2.3M |
| XY Planning Network, Inc. | 0.28% | Add +60.7% | 26,636 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 26,629 | $2.2M |
| Five Oceans Advisors | 0.70% | Reduce -2.6% | 26,524 | $2.2M |
| Resonant Capital Advisors, LLC | 0.10% | Add +5.7% | 26,517 | $2.2M |
| Generations Wealth, LLC | 2.07% | Reduce -33.5% | 26,498 | $2.2M |
| Elevate Wealth Advisory, Inc. | 1.25% | Reduce -4.5% | 26,481 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Add +7.0% | 26,362 | $2.2M |
| Alpha Advisors, LLC | 1.63% | New | 26,288 | $2.2M |
| Elevation Wealth Partners, LLC | 0.64% | Add +1.2% | 25,908 | $2.1M |
| AlphaCore Capital LLC | 0.04% | Add +0.7% | 25,606 | $2.1M |
| Graves Light Lenhart Wealth, Inc. | 0.20% | Reduce -0.9% | 25,393 | $2.1M |
| Petersen Hastings Wealth Advisors Inc. | 0.18% | No change | 25,389 | $2.1M |
| JFS Wealth Advisors, LLC | 0.10% | Add +0.3% | 25,332 | $2.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.9% | 24,713 | $2.0M |
| Stevens Capital Partners | 0.38% | Reduce -1.0% | 24,336 | $2.0M |
| Rockwood Wealth Management, LLC | 0.12% | No change | 23,598 | $1.9M |
| CFS Investment Advisory Services, LLC | 0.13% | Add +4.3% | 23,795 | $1.9M |
| Shearwater Capital LLC | 0.92% | No change | 23,472 | $1.9M |
| Moody National Bank Trust Division | 0.16% | Add +0.9% | 23,365 | $1.9M |
| Bullock Wealth Management Group | 0.83% | Add +22.4% | 23,175 | $1.9M |
| IFP Advisors, Inc | 0.03% | Reduce -19.0% | 22,823 | $1.9M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 1.47% | Add +0.1% | 22,710 | $1.9M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | Reduce -1.5% | 22,237 | $1.8M |
| JT Stratford LLC | 0.20% | Add +3.4% | 21,835 | $1.8M |
| Curi Capital, LLC | 0.03% | Add +1.7% | 21,617 | $1.8M |
| Diversify Advisory Services, LLC | 0.03% | New | 21,938 | $1.8M |
| Diversify Wealth Management, LLC | 0.03% | Add +0.6% | 21,938 | $1.8M |
| Oarsman Capital, Inc. | 0.19% | Reduce -11.8% | 21,580 | $1.8M |
| Lauterbach Financial Advisors, LLC | 0.76% | Reduce -2.1% | 21,580 | $1.8M |
| USAdvisors Wealth Management, LLC | 0.50% | Add +7.7% | 21,246 | $1.7M |
| Teachers Insurance & Annuity Association of America | 1.92% | No change | 21,127 | $1.7M |
| Awm Capital, LLC | 0.14% | Reduce -1.0% | 20,894 | $1.7M |
| Samalin Investment Counsel, LLC | 0.55% | Reduce -0.2% | 20,861 | $1.7M |
| Quantum Financial Advisors, LLC | 0.17% | No change | 20,685 | $1.7M |
| Strategy Asset Managers LLC | 0.25% | New | 20,560 | $1.7M |
| Embree Financial Group | 0.17% | Reduce -0.7% | 20,553 | $1.7M |
| Westmount Partners, LLC | 0.37% | Reduce -13.1% | 20,516 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -3.8% | 20,431 | $1.7M |
| VSM Wealth Advisory, LLC | 0.45% | Add +0.2% | 20,377 | $1.7M |
| CENTRAL TRUST Co | 0.03% | Add +199.3% | 20,212 | $1.7M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +1.0% | 20,009 | $1.6M |
| Asset Advisory Group, Inc. | 0.71% | Add +75.2% | 19,696 | $1.6M |
| Apollon Financial, LLC | 0.19% | No change | 19,663 | $1.6M |
| WMS Group LLC | 2.07% | Reduce -5.2% | 19,529 | $1.6M |
| &partners | 0.01% | Add +4.6% | 19,356 | $1.6M |
| Washington Trust Advisors, Inc. | 0.12% | Add +13.7% | 19,251 | $1.6M |
| Clarity Capital Advisors, LLC | 0.66% | Add +0.3% | 19,183 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 19,126 | $1.6M |
| Retirement Guys Formula LLC | 0.59% | Reduce -3.0% | 18,912 | $1.6M |
| Axis Wealth Partners, LLC | 0.74% | Reduce -3.0% | 18,808 | $1.5M |
| Verus Wealth Management, LLC | 1.27% | Reduce -11.5% | 18,705 | $1.5M |
| Virtue Asset Management LLC | 1.10% | No change | 18,657 | $1.5M |
| MCF Advisors LLC | 0.05% | Reduce -54.7% | 18,549 | $1.5M |
| NewEdge Wealth, LLC | 0.02% | Add +8.7% | 18,359 | $1.5M |
| FMR LLC | 0.00% | Add +9.7% | 18,350 | $1.5M |
| Naples Global Advisors, LLC | 0.09% | Reduce -4.8% | 18,329 | $1.5M |
| Centaurus Financial, Inc. | 0.06% | Reduce -5.8% | 18,283 | $1.5M |
| Warwick Investment Management, Inc. | 0.17% | No change | 17,979 | $1.5M |
| Bedel Financial Consulting, Inc. | 0.14% | Add +0.4% | 17,731 | $1.5M |
| Institute for Wealth Management, LLC. | 0.13% | No change | 17,625 | $1.5M |
| Intelligence Driven Advisers, LLC | 0.23% | Reduce -2.9% | 17,550 | $1.4M |
| Prospera Financial Services Inc | 0.02% | Add +0.8% | 17,442 | $1.4M |
| Pinnacle Bancorp, Inc. | 0.37% | Reduce -1.1% | 17,402 | $1.4M |
| Eagle Strategies LLC | 0.14% | Add +3.8% | 17,135 | $1.4M |
| Clark Asset Management, LLC | 0.11% | Add +0.0% | 17,034 | $1.4M |
| IFG Advisory, LLC | 0.05% | Add +3306.4% | 17,032 | $1.4M |
| L & S Advisors Inc | 0.14% | Add +1.1% | 16,510 | $1.4M |
| Semitam Bonam LLC | 0.98% | Add +3.6% | 16,269 | $1.3M |
| E6 Portfolios, LLC | 1.07% | Reduce -11.4% | 16,198 | $1.3M |
| Cathy Pareto & Associates, Inc. | 0.76% | Reduce -1.3% | 15,769 | $1.3M |
| Squire Investment Management Company, LLC | 0.31% | Reduce -1.3% | 15,748 | $1.3M |
| Donalies Financial Planning, LLC | 0.95% | Add +2.1% | 15,657 | $1.3M |
| Betterment LLC | 0.00% | Add +9.2% | 15,574 | $1.3M |
| Wealth Advisors Northwest LLC | 0.43% | Reduce -5.5% | 15,482 | $1.3M |
| SIMA Wealth Partners, LLC | 0.90% | Add +5.9% | 15,390 | $1.3M |
| Global Retirement Partners, LLC | 0.02% | — | 15,363 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.08% | Add +27.4% | 15,329 | $1.3M |
| Opus Capital Group, LLC | 0.12% | Add +0.1% | 15,308 | $1.3M |
| Financial Insights, Inc. | 0.34% | Reduce -5.1% | 15,169 | $1.2M |
| CX Institutional | 0.04% | Reduce -2.2% | 15,094 | $1.2M |
| John A. Wolfe & Associates, Inc. | 1.71% | Reduce -0.0% | 15,035 | $1.2M |
| SpringVest Wealth Management LLC | 0.78% | Reduce -1.0% | 15,034 | $1.2M |
| ARK & TLK Investments, LLC | 0.30% | Reduce -0.8% | 14,980 | $1.2M |
| Everest Financial Group LLC | 0.16% | Add +2.3% | 14,717 | $1.2M |
| marrick wealth, LLC | 0.86% | No change | 14,676 | $1.2M |
| Valmark Advisers, Inc. | 0.01% | Reduce -11.7% | 14,666 | $1.2M |
| Mars Jewett Financial Group, Inc. | 0.24% | New | 14,645 | $1.2M |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | Reduce -23.1% | 14,640 | $1.2M |
| Ironwood Financial, llc | 0.19% | Reduce -0.5% | 14,911 | $1.2M |
| Western Wealth Management, LLC | 0.04% | Add +7.2% | 14,545 | $1.2M |
| Barnes Pettey Financial Advisors, LLC | 0.37% | Add +8.9% | 14,508 | $1.2M |
| Eq Wealth Advisors, LLC | 0.65% | Add +17.8% | 14,331 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -29.0% | 14,306 | $1.2M |
| Verus Financial Partners, Inc. | 0.10% | Add +0.3% | 14,173 | $1.2M |
| United Advisor Group, LLC | 0.12% | New | 14,138 | $1.2M |
| Parkside Financial Bank & Trust | 0.08% | Add +41.2% | 13,968 | $1.2M |
| CWS Financial Advisors, LLC | 0.25% | Add +0.2% | 13,605 | $1.1M |
| Canvas Wealth Advisors, LLC | 0.16% | Add +124.9% | 13,535 | $1.1M |
| Keybank National Association | 0.00% | Add +49.7% | 13,391 | $1.1M |
| Wingate Wealth Advisors, Inc. | 0.48% | Add +24.4% | 13,371 | $1.1M |
| Werba Rubin Papier Wealth Management | 0.13% | Reduce -0.0% | 13,296 | $1.1M |
| Cladis Investment Advisory, LLC | 0.51% | Add +10.3% | 13,180 | $1.1M |
| Painted Porch Advisors LLC | 0.46% | Add +150.3% | 12,820 | $1.1M |
| Northwest Wealth Advisors, LLC | 0.59% | Reduce -0.8% | 12,529 | $1.0M |
| Red Lighthouse Investment Management, LLC | 0.31% | No change | 12,521 | $1.0M |
| Abacus Wealth Partners, LLC | 0.11% | Reduce -0.9% | 12,416 | $1.0M |
| IFG Advisors, LLC | 0.14% | Add +2.4% | 12,394 | $1.0M |
| US Bancorp \de | 0.00% | Reduce -7.1% | 12,366 | $1.0M |
| South Plains Financial, Inc. | 0.54% | Reduce -1.3% | 12,208 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +226.0% | 12,041 | $991K |
| Websterrogers Financial Advisors, LLC | 0.25% | Reduce -0.5% | 11,752 | $968K |
| Compound Planning, Inc. | 0.03% | Add +3.4% | 11,656 | $960K |
| Cambridge Capital Management, LLC | 0.36% | Add +0.3% | 11,627 | $957K |
| CreativeOne Wealth, LLC | 0.02% | Add +5.9% | 11,610 | $956K |
| Fiduciary Alliance LLC | 0.06% | Add +1.0% | 11,588 | $954K |
| Lynch & Associates | 0.16% | Add +7.8% | 11,433 | $941K |
| Weaver Consulting Group | 0.19% | Add +1.5% | 11,271 | $928K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -5.9% | 11,253 | $927K |
| 25 LLC | 0.25% | Add +0.2% | 11,118 | $915K |
| Porter White Investment Advisors, Inc. | 0.35% | Add +0.0% | 11,055 | $910K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +9.2% | 11,037 | $909K |
| Essex Financial Services, Inc. | 0.05% | Reduce -0.8% | 11,031 | $908K |
| Citizens Financial Group Inc. | 0.01% | Add +0.3% | 10,879 | $896K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -1.0% | 10,717 | $882K |
| GWN Securities Inc. | 0.15% | Add +11.8% | 10,680 | $879K |
| Fischer Investment Strategies, LLC | 0.42% | Reduce -46.2% | 10,678 | $879K |
| Leavell Investment Management, Inc. | 0.03% | No change | 10,663 | $878K |
| HM Payson & Co. | 0.01% | No change | 10,425 | $858K |
| Ocean Park Asset Management, LLC | 0.04% | No change | 10,400 | $856K |
| BCO Wealth Management LLC | 0.47% | Add +3.3% | 10,358 | $853K |
| Integrity Alliance, Llc. | 0.03% | Reduce -27.8% | 10,278 | $846K |
| Keating Financial Advisory Services, Inc. | 0.11% | No change | 10,251 | $844K |
| Smith Chas P & Associates Pa Cpas | 0.04% | No change | 10,171 | $837K |
| First American Trust, FSB | 0.05% | Add +0.3% | 10,058 | $828K |
| Fifth Third Securities, Inc. | 0.05% | Add +78.5% | 10,045 | $827K |
| Selective Wealth Management, Inc. | 0.22% | Add +1.1% | 10,171 | $825K |
| First County Bank | 0.39% | Add +4.0% | 10,012 | $824K |
| Lido Advisors, LLC | 0.00% | Reduce -3.8% | 9,967 | $821K |
| Seamount Financial Group Inc. | 0.33% | Add +3.5% | 9,952 | $819K |
| Lynx Investment Advisory | 0.27% | Add +5.8% | 9,930 | $818K |
| Cresset Asset Management, LLC | 0.00% | Reduce -11.9% | 9,915 | $816K |
| Perigon Wealth Management, LLC | 0.01% | Add +5.8% | 9,858 | $812K |
| Ameritas Advisory Services, LLC | 0.02% | Add +190.9% | 9,826 | $809K |
| Range Advisory, LLC | 0.10% | Add +183.2% | 9,768 | $804K |
| Wedmont Private Capital | 0.02% | Add +19.3% | 9,857 | $800K |
| Graver Capital Management, LLC | 0.56% | No change | 9,613 | $792K |
| Nuveen, LLC | 0.00% | New | 9,607 | $791K |
| Diversified Portfolios, Inc. | 0.06% | No change | 9,531 | $785K |
| CRA Financial Services, LLC | 0.09% | No change | 9,437 | $777K |
| SJS Investment Consulting Inc. | 0.08% | Reduce -4.8% | 9,354 | $770K |
| Kavar Capital Partners Group, LLC | 0.09% | No change | 9,278 | $764K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -0.4% | 9,278 | $764K |
| Archford Capital Strategies, LLC | 0.08% | Reduce -27.4% | 9,110 | $750K |
| M.E. Allison & Co., Inc. | 0.43% | No change | 9,095 | $749K |
| StrongBox Wealth, LLC | 0.21% | Reduce -6.7% | 9,037 | $744K |
| Prism Planning Partners LLC | 0.78% | Add +30.6% | 8,977 | $739K |
| Peavine Capital, LLC | 0.16% | No change | 8,891 | $732K |
| Professional Financial Advisors, LLC | 0.13% | Reduce -0.9% | 8,856 | $729K |
| Community Bank, N.A. | 0.08% | New | 8,831 | $727K |
| Meridian Investment Counsel Inc. | 0.16% | No change | 8,799 | $725K |
| Measured Wealth Private Client Group, LLC | 0.17% | Reduce -2.0% | 8,743 | $720K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.5% | 8,716 | $718K |
| Capital Investment Advisors, LLC | 0.01% | No change | 8,670 | $714K |
| Avior Wealth Management, LLC | 0.02% | Reduce -1.9% | 8,643 | $712K |
| Mullaney, Keating & Wright, Inc. | 0.34% | Reduce -2.7% | 8,634 | $711K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 8,771 | $710K |
| KM Capital Management Ltd. | 0.33% | Add +0.2% | 8,446 | $696K |
| Resolute Wealth Advisor, Inc. | 0.39% | No change | 9,741 | $693K |
| Ascent Group, LLC | 0.02% | Add +57.3% | 8,410 | $693K |
| VestGen Advisors, LLC | 0.02% | No change | 8,392 | $691K |
| Forteris Wealth Management Inc. | 0.56% | Add +0.3% | 8,366 | $689K |
| Simplicity Wealth,LLC | 0.02% | Reduce -0.0% | 8,362 | $689K |
| Opulen Financial Group LLC | 0.43% | Add +2.5% | 8,226 | $677K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.10% | Reduce -3.1% | 8,145 | $671K |
| Legacy Capital Wealth Partners, LLC | 0.13% | Reduce -4.3% | 8,073 | $665K |
| Sowell Financial Services LLC | 0.02% | Reduce -8.4% | 8,023 | $661K |
| Colonial Trust Co / SC | 0.08% | No change | 8,020 | $660K |
| Foundations Investment Advisors, LLC | 0.01% | Add +8.6% | 7,990 | $658K |
| Sensenig Capital Advisors, Inc | 0.60% | No change | 7,966 | $656K |
| Fort Point Capital Partners LLC | 0.07% | New | 7,789 | $641K |
| Sincerus Advisory, LLC | 0.43% | Reduce -2.9% | 7,742 | $637K |
| Empower Advisory Group, LLC | 0.00% | Add +4.2% | 7,729 | $636K |
| Allegiance Financial Group Advisory Services LLC | 0.11% | Add +0.1% | 7,714 | $635K |
| Prospect Financial Group LLC | 0.51% | Reduce -5.4% | 7,668 | $631K |
| Advyzon Investment Management, LLC | 0.05% | Reduce -2.8% | 7,636 | $629K |
| CogentBlue Wealth Advisors, LLC | 0.36% | New | 7,610 | $627K |
| 1015 Capital Partners, LLC | 0.52% | Add +5.5% | 7,604 | $626K |
| Waverly Advisors, LLC | 0.00% | Reduce -1.0% | 7,588 | $625K |
| S.A. Mason LLC | 0.19% | Add +0.6% | 7,588 | $625K |
| Wealthspire Retirement, LLC | 0.03% | Add +20.4% | 7,506 | $618K |
| Watershed Private Wealth LLC | 0.17% | Reduce -16.0% | 7,454 | $614K |
| PDS Planning, Inc | 0.04% | Add +108.0% | 7,418 | $611K |
| Financial Symmetry Inc | 0.20% | Add +0.1% | 7,319 | $603K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -12.0% | 7,082 | $583K |
| Peterson Wealth Advisors, LLC | 0.07% | Add +1.1% | 7,023 | $578K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -14.9% | 7,014 | $578K |
| Capital Management Associates, Inc | 0.12% | No change | 6,947 | $572K |
| Sovereign Investment Advisors, LLC | 0.11% | No change | 6,862 | $565K |
| MBE Wealth Management, LLC | 0.20% | Add +9.5% | 6,825 | $562K |
| MPWM Advisory Solutions, LLC | 0.26% | Add +0.1% | 6,824 | $562K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.2% | 6,812 | $561K |
| Stegent Equity Advisors, Inc. | 0.40% | No change | 6,779 | $558K |
| Vigil Wealth Management, LLC | 0.40% | No change | 6,766 | $557K |
| Stone Summit Wealth LLC | 0.14% | No change | 6,737 | $555K |
| Private Trust Co. NA | 0.04% | Add +6.2% | 6,733 | $554K |
| Principal Securities, Inc. | 0.01% | Add +17.3% | 6,728 | $554K |
| Vistica Wealth Advisors, LLC | 0.48% | No change | 6,677 | $550K |
| Zacks Investment Management | 0.00% | Add +60.4% | 6,668 | $549K |
| Approach Retirement Advisors, LLC | 0.39% | Add +0.1% | 6,571 | $541K |
| Coston, McIsaac & Partners | 0.11% | Add +9.7% | 6,554 | $539K |
| Shore Point Advisors, LLC | 0.18% | Add +12.4% | 6,533 | $538K |
| Cross Staff Investments Inc | 0.30% | No change | 6,500 | $535K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +1.5% | 6,488 | $534K |
| Diversified Trust Co. | 0.01% | No change | 6,457 | $532K |
| WASHINGTON TRUST Co | 0.02% | No change | 6,410 | $528K |
| Level Four Advisory Services, LLC | 0.01% | Add +26.3% | 6,398 | $527K |
| Bill Few Associates, Inc. | 0.11% | Reduce -3.1% | 6,368 | $524K |
| Accretive Wealth Partners, LLC | 0.13% | No change | 6,343 | $522K |
| Boyce & Associates Wealth Consulting, Inc. | 0.36% | Add +0.2% | 6,297 | $519K |
| Cambria Investment Management, L.P. | 0.03% | New | 6,227 | $513K |
| Empowered Funds, LLC | 0.00% | New | 6,227 | $513K |
| Tranquility Partners, LLC | 0.17% | Add +25.4% | 6,171 | $508K |
| Winebrenner Capital Management LLC | 0.31% | Reduce -16.4% | 6,156 | $507K |
| W1M Asset Management Ltd | 0.00% | Add +11.5% | 6,095 | $502K |
| Amarillo National Bank | 0.08% | No change | 6,076 | $500K |
| MBM Wealth Consultants, LLC | 0.10% | No change | 6,065 | $499K |
| UMB Bank, n.a. | 0.01% | Add +1.4% | 6,030 | $497K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +0.1% | 6,044 | $495K |
| Bfsg, LLC | 0.04% | Add +0.5% | 6,001 | $494K |
| BOK Financial Private Wealth, Inc. | 0.03% | Add +34.4% | 5,959 | $491K |
| Bouchey Financial Group, Ltd. | 0.03% | Reduce -0.5% | 5,916 | $487K |
| Hanover Advisors Inc. | 0.17% | Add +1.6% | 5,902 | $486K |
| Smithfield Trust Co | 0.02% | Reduce -0.9% | 5,900 | $485K |
| HB Wealth Management, LLC | 0.00% | Reduce -35.8% | 5,884 | $485K |
| Flagship Harbor Advisors, LLC | 0.02% | New | 5,880 | $484K |
| BDFS Capital LLC | 0.21% | Add +0.3% | 5,850 | $482K |
| Brighton Jones LLC | 0.01% | No change | 5,828 | $480K |
| Beacon Financial Advisory LLC | 0.09% | Reduce -3.7% | 5,828 | $480K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 5,815 | $479K |
| Ancora Advisors LLC | 0.01% | No change | 5,813 | $479K |
| Sage Rhino Capital LLC | 0.08% | No change | 5,769 | $475K |
| K2 Financial Inc. | 0.33% | Reduce -10.9% | 5,797 | $474K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -0.3% | 5,744 | $473K |
| Versant Capital Management, Inc | 0.04% | No change | 5,704 | $470K |
| Novak & Powell Financial Services, Inc. | 0.22% | Add +16.1% | 5,667 | $467K |
| Perennial Investment Advisors, LLC | 0.03% | Add +72.7% | 5,666 | $467K |
| Cornerstone Advisory, LLC | 0.04% | No change | 5,628 | $463K |
| Accredited Investor Services, LLC | 0.26% | No change | 5,555 | $457K |
| Angeles Wealth Management, LLC | 0.02% | Add +2.5% | 5,507 | $453K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.07% | Add +1.3% | 5,442 | $448K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 5,302 | $437K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.9% | 5,293 | $436K |
| Acorn Wealth Advisors, LLC | 0.11% | Reduce -0.4% | 5,269 | $434K |
| Mustard Seed Financial, LLC | 0.23% | Add +0.1% | 5,268 | $434K |
| Walleye Partners, LLC | 0.49% | Add +2.5% | 5,185 | $427K |
| Legacy Advisors, LLC | 0.04% | Add +0.9% | 5,182 | $427K |
| Argent Trust Co | 0.01% | Add +12.6% | 5,172 | $426K |
| Financial Security Advisor, Inc. | 0.07% | Add +0.2% | 5,069 | $417K |
| Oder Investment Management, LLC | 0.28% | Add +8.4% | 5,055 | $416K |
| Atlas Wealth LLC | 0.07% | No change | 5,036 | $415K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 4,992 | $411K |
| Milestone Asset Management Group, LLC | 0.21% | Add +0.1% | 4,979 | $410K |
| Abacus Planning Group, Inc. | 0.05% | Add +12.1% | 4,975 | $410K |
| CIBC Bancorp USA Inc. | 0.00% | New | 4,960 | $408K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -28.3% | 4,896 | $403K |
| Disciplined Investments, LLC | 0.13% | No change | 4,890 | $403K |
| Nwam LLC | 0.02% | Reduce -15.1% | 4,880 | $402K |
| Stephens Inc. | 0.00% | No change | 4,833 | $398K |
| Meritas Wealth Management, LLC | 0.15% | No change | 4,814 | $396K |
| Montis Financial, LLC | 0.08% | Add +9.2% | 4,771 | $393K |
| Arbor Wealth Advisors LLC | 0.24% | No change | 4,765 | $392K |
| Norden Group LLC | 0.03% | Add +7.5% | 4,756 | $392K |
| Avant Financial Advisors LLC | 0.24% | No change | 4,704 | $387K |
| Huntington National Bank | 0.00% | Reduce -4.9% | 4,676 | $385K |
| Francis Financial, Inc. | 0.06% | No change | 4,665 | $384K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -50.0% | 4,629 | $381K |
| Two West Capital Advisors LLC | 0.19% | Add +26.9% | 4,697 | $378K |
| Frank, Rimerman Advisors LLC | 0.02% | Reduce -0.0% | 4,582 | $377K |
| Independent Financial Group, LLC | 0.01% | Reduce -10.9% | 4,561 | $376K |
| NorthRock Partners, LLC | 0.01% | Add +0.2% | 4,556 | $375K |
| Infinity Wealth Counsel, LLC | 0.30% | Add +10.1% | 4,507 | $371K |
| Stonebridge Financial Group, LLC | 0.05% | — | 4,510 | $371K |
| McClarren Financial Advisors, Inc. | 0.19% | New | 4,477 | $369K |
| RKL Wealth Management LLC | 0.03% | No change | 4,453 | $367K |
| Richards, Merrill & Peterson, Inc. | 0.12% | Add +0.0% | 4,425 | $364K |
| Global Trust Wealth Management LLC | 0.25% | Add +0.0% | 4,411 | $363K |
| Wealth Enhancement Trust Services, Inc. | 0.04% | No change | 4,335 | $357K |
| WealthSpring Partners, LLC | 0.31% | Add +51.0% | 4,327 | $356K |
| Prairie Advisory, LLC | 0.09% | — | 4,294 | $354K |
| Summit Wealth Partners, LLC | 0.05% | No change | 4,270 | $352K |
| Hill Investment Group Partners, LLC | 0.04% | No change | 4,269 | $352K |
| Wick Capital Partners, LLC | 0.05% | No change | 4,246 | $350K |
| American Financial Advisors, LLC | 0.04% | Add +0.2% | 4,190 | $345K |
| Valued Wealth Advisors LLC | 0.12% | Reduce -0.5% | 4,167 | $343K |
| Old Peak Finance LLC | 0.16% | Add +0.1% | 4,124 | $340K |
| GDS Wealth Management | 0.02% | No change | 4,099 | $338K |
| North Capital, Inc. | 0.25% | Add +8.9% | 4,083 | $336K |
| Towneley Capital Management, Inc / DE | 0.07% | Add +0.3% | 4,064 | $335K |
| Silver Oak Advisory Group, Inc. | 0.13% | Reduce -5.7% | 4,058 | $334K |
| HRT Financial LP | 0.00% | New | 4,030 | $331K |
| BOS Asset Management, LLC | 0.08% | Add +0.0% | 4,005 | $330K |
| Franklin Resources Inc. | 0.00% | Add +0.2% | 4,005 | $330K |
| Ridgewood Investments LLC | 0.12% | Add +0.1% | 3,981 | $328K |
| Summit Asset Management, LLC | 0.04% | Reduce -5.0% | 3,962 | $326K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -2.9% | 3,945 | $325K |
| Sigma Planning Corp | 0.01% | Add +0.2% | 3,928 | $323K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -12.2% | 3,870 | $319K |
| McCartney Wealth Management LLC | 0.24% | No change | 3,869 | $319K |
| Poinciana Advisors Group, LLC | 0.23% | No change | 3,803 | $313K |
| Capital Investment Management, Inc. | 0.10% | Reduce -0.5% | 3,798 | $313K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 3,756 | $309K |
| Prudent Man Investment Management, Inc. | 0.11% | Reduce -0.1% | 4,438 | $309K |
| MBL Wealth, LLC | 0.02% | Add +19.1% | 3,738 | $308K |
| Caprock Group, LLC | 0.01% | New | 3,735 | $308K |
| Daytona Street Capital LLC | 0.22% | No change | 3,784 | $307K |
| Gutierrez Wealth Advisory, LLC | 0.18% | Add +1.8% | 3,729 | $307K |
| Forefront Wealth Partners, LLC | 0.09% | New | 3,699 | $305K |
| Next Level Wealth Planning, LLC | 0.13% | Add +0.8% | 3,659 | $301K |
| Compass Ion Advisors, LLC | 0.03% | Add +0.3% | 3,609 | $297K |
| DHJJ Financial Advisors, Ltd. | 0.09% | Add +319.6% | 3,583 | $295K |
| 3 Factor Indexing, LLC | 0.25% | Reduce -0.7% | 3,578 | $295K |
| Montz Harcus Wealth Management LLC | 0.10% | Add +0.3% | 3,572 | $294K |
| AE Wealth Management LLC | 0.00% | Reduce -81.6% | 3,564 | $293K |
| Regions Financial Corp. | 0.00% | No change | 3,514 | $289K |
| Fisher Asset Management | 0.00% | New | 3,483 | $287K |
| First Manhattan Co. Llc. | 0.00% | No change | 3,469 | $286K |
| Family Investment Center, Inc. | 0.05% | No change | 3,448 | $284K |
| First Foundation Advisors | 0.01% | No change | 3,444 | $284K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 3,440 | $283K |
| Fortis Capital Advisors, LLC | 0.03% | No change | 3,436 | $283K |
| Belpointe Asset Management LLC | 0.01% | No change | 3,436 | $283K |
| Busey Bank | 0.01% | No change | 3,431 | $283K |
| Quadrant Private Wealth Management, LLC | 0.06% | New | 3,365 | $277K |
| West Wealth Group, LLC | 0.05% | Reduce -4.4% | 3,362 | $277K |
| Quarry Hill Advisors, LLC | 0.11% | No change | 3,362 | $277K |
| Aspirean Wealth, LLC | 0.26% | Reduce -3.7% | 3,358 | $276K |
| Ethic Inc. | 0.00% | Reduce -31.5% | 3,355 | $276K |
| Benningfield Financial Advisors, LLC | 0.20% | No change | 3,350 | $276K |
| Stratos Wealth Advisors, LLC | 0.02% | No change | 3,339 | $275K |
| RAM Investment Partners, LLC | 0.04% | Add +0.1% | 3,335 | $275K |
| Synergy Investment Management, LLC | 0.07% | No change | 3,300 | $272K |
| Opus Financial Solutions LLC | 0.22% | Add +2.0% | 3,297 | $271K |
| Bison Wealth, LLC | 0.03% | Add +0.1% | 3,315 | $271K |
| Silver Coast Investments LLC | 0.08% | Add +0.3% | 3,279 | $270K |
| E-Wealth Partners, LLC | 0.19% | Reduce -19.1% | 3,255 | $268K |
| Triad Wealth Partners, LLC | 0.02% | Reduce -1.3% | 3,254 | $268K |
| Glenview Trust Co | 0.00% | New | 3,235 | $266K |
| Tred Avon Family Wealth, LLC | 0.08% | No change | 3,210 | $264K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Add +0.6% | 3,204 | $264K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 3,116 | $257K |
| Arista Wealth Management, LLC | 0.03% | No change | 3,109 | $256K |
| Eldridge Investment Advisors, Inc. | 0.05% | No change | 3,094 | $255K |
| Caliber Wealth Management, LLC / KS | 0.02% | No change | 3,075 | $253K |
| Oath Planning, LLC | 0.19% | Add +0.3% | 3,071 | $253K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,071 | $253K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Add +0.3% | 3,070 | $253K |
| Disciplined Investors, L.L.C. | 0.13% | Add +0.3% | 3,068 | $253K |
| Oak Wealth Advisors LLC | 0.12% | No change | 3,066 | $252K |
| Whittier Trust Co. | 0.00% | No change | 3,088 | $252K |
| Ares Financial Consulting, LLC | 0.18% | Add +0.2% | 3,021 | $249K |
| Lantz Financial LLC | 0.05% | No change | 3,004 | $247K |
| Signaturefd, LLC | 0.00% | Add +0.0% | 3,002 | $247K |
| Annandale Capital, LLC | 0.04% | No change | 3,004 | $247K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.2% | 2,992 | $246K |
| Retirement Planning Group, LLC | 0.01% | Add +1.1% | 2,991 | $246K |
| Caldwell Trust Co | 0.02% | Reduce -5.1% | 2,985 | $246K |
| Elevated Financial Group LLC | 0.07% | Reduce -10.1% | 2,972 | $245K |
| Operose Advisors LLC | 0.05% | Reduce -8.2% | 2,965 | $244K |
| Ellenbecker Investment Group | 0.03% | No change | 2,932 | $241K |
| Robinswood Financial LLC | 0.07% | Add +0.1% | 2,927 | $241K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,923 | $241K |
| Madrona Financial Services, LLC | 0.04% | No change | 2,899 | $239K |
| Marino, Stram & Associates LLC | 0.04% | Add +0.2% | 2,893 | $238K |
| Quadrant Capital Group LLC | 0.01% | Add +336.2% | 2,866 | $236K |
| Hollencrest Capital Management | 0.02% | No change | 2,852 | $235K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 2,820 | $232K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 2,806 | $231K |
| McGrath & Associates, Inc. | 0.30% | New | 2,778 | $229K |
| Kathmere Capital Management, LLC | 0.01% | Reduce -6.8% | 2,775 | $228K |
| Fairvoy Private Wealth, LLC | 0.05% | New | 2,765 | $228K |
| Summit Financial Strategies, Inc. | 0.02% | New | 2,747 | $226K |
| Inspire Advisors, LLC | 0.02% | Reduce -4.4% | 2,744 | $226K |
| Continuum Advisory, LLC | 0.02% | New | 2,738 | $225K |
| Silverlake Wealth Management LLC | 0.04% | Reduce -5.9% | 2,724 | $224K |
| Trust Point Inc. | 0.02% | Reduce -21.6% | 2,722 | $224K |
| Everhart Financial Group, Inc. | 0.01% | New | 2,702 | $222K |
| Dakota Wealth Management | 0.00% | New | 2,696 | $222K |
| Smith, Moore & Co. | 0.01% | New | 2,692 | $222K |
| Kennebec Savings Bank | 0.18% | Reduce -2.3% | 2,682 | $221K |
| Marble Wealth, LLC | 0.03% | New | 2,681 | $221K |
| WMG Financial Advisors, LLC | 0.08% | New | 2,650 | $218K |
| Stolz & Associates, PS | 0.14% | New | 2,647 | $218K |
| Meadow Creek Wealth Advisors LLC | 0.13% | New | 2,606 | $215K |
| Pine Harbor Wealth Management, LLC | 0.06% | New | 2,571 | $212K |
| Odyssey Group, LLC | 0.06% | — | 2,526 | $208K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 2,498 | $206K |
| FinDec Wealth Services, Inc. | 0.24% | Reduce -15.8% | 2,495 | $205K |
| One Day In July LLC | 0.01% | New | 2,494 | $205K |
| Kiley Juergens Wealth Management, LLC | 0.03% | New | 2,490 | $205K |
| Bokf, NA | 0.00% | Add +64.7% | 2,443 | $201K |
| Woodside Wealth Management LLC | 0.14% | New | 2,433 | $200K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 2,361 | $194K |
| Newton One Investments LLC | 0.05% | Add +0.2% | 2,323 | $191K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -16.9% | 2,300 | $189K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 2,131 | $175K |
| Rialto Wealth Management, LLC | 0.03% | No change | 2,052 | $169K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.8% | 2,000 | $165K |
| CVA Family Office, LLC | 0.01% | Add +17.8% | 1,869 | $154K |
| Nalls Sherbakoff Group, LLC | 0.11% | Add +114.2% | 1,855 | $153K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,842 | $152K |
| IMA Advisory Services, Inc. | 0.01% | New | 1,766 | $145K |
| Align Financial, LLC | 0.07% | Add +900.4% | 17,597 | $145K |
| Lodestone Wealth Management LLC | 0.05% | Reduce -33.6% | 1,749 | $144K |
| GAMMA Investing LLC | 0.01% | New | 1,722 | $142K |
| C M Bidwell & Associates Ltd. | 0.06% | No change | 1,720 | $142K |
| Aspect Partners, LLC | 0.05% | No change | 1,706 | $140K |
| Rachor Investment Advisory Services, LLC | 0.07% | Add +14.5% | 1,701 | $140K |
| Highland Investment Advisors LLC | 0.06% | — | 1,624 | $134K |
| True Wealth Design, LLC | 0.03% | Reduce -3.0% | 1,600 | $132K |
| Fairman Group, LLC | 0.10% | No change | 1,572 | $129K |
| Sawyer & Company, Inc | 0.04% | No change | 1,565 | $129K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,518 | $125K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,517 | $125K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -32.7% | 1,442 | $119K |
| Park National Corp. | 0.00% | No change | 1,419 | $117K |
| Forum Finance Group S.A. | 0.04% | Reduce -44.8% | 1,713 | $114K |
| Trust Co | 0.01% | Add +14.4% | 1,377 | $113K |
| Prosperity Bancshares Inc | 0.07% | No change | 1,285 | $106K |
| Hantz Financial Services, Inc. | 0.00% | Add +65.0% | 1,201 | $99K |
| Trust Co. of Vermont | 0.00% | — | 1,165 | $96K |
| Glassy Mountain Advisors, Inc. | 0.03% | No change | 1,136 | $94K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.3% | 1,117 | $92K |
| Hilltop National Bank | 0.02% | No change | 1,109 | $91K |
| Parvin Asset Management, LLC | 0.07% | No change | 1,100 | $91K |
| Abound Wealth Management | 0.02% | Reduce -7.4% | 1,097 | $90K |
| First Community Trust NA | 0.04% | Add +42.4% | 1,068 | $88K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,021 | $84K |
| Centennial Bank | 0.03% | New | 1,015 | $84K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | Add +2.2% | 971 | $80K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 918 | $76K |
| Lanark Financial, Inc. | 0.01% | No change | 913 | $75K |
| Horizon Financial Services, LLC | 0.03% | No change | 890 | $73K |
| Grove Bank & Trust | 0.01% | Add +26.6% | 886 | $73K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -38.8% | 874 | $72K |
| Clark Wealth Partners | 0.04% | No change | 842 | $69K |
| Urban Financial Advisory Corp | 0.02% | No change | 839 | $69K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -18.9% | 825 | $68K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | No change | 780 | $64K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 778 | $64K |
| Pacific Center for Financial Services | 0.01% | No change | 736 | $61K |
| Golden State Wealth Management, LLC | 0.01% | No change | 735 | $61K |
| Rothschild Investment LLC | 0.00% | No change | 734 | $60K |
| CoreCap Advisors, LLC | 0.00% | Reduce -2.4% | 728 | $60K |
| Tradewinds Capital Management, LLC | 0.01% | Reduce -50.9% | 727 | $60K |
| Geneos Wealth Management Inc. | 0.00% | No change | 718 | $59K |
| Godfrey Financial Associates, Inc. | 0.04% | No change | 714 | $59K |
| FAS Wealth Partners, Inc. | 0.00% | Add +93.0% | 714 | $59K |
| BankChampaign, National Association | 0.04% | No change | 683 | $56K |
| Blue Trust, Inc. | 0.00% | Reduce -98.7% | 672 | $55K |
| Dunhill Financial, LLC | 0.01% | Reduce -25.3% | 644 | $53K |
| Peterson Wealth Management | 0.02% | Add +0.3% | 643 | $53K |
| Quent Capital, LLC | 0.00% | Add +0.2% | 615 | $51K |
| Walsh & Associates, LLC | 0.04% | No change | 600 | $49K |
| Chilton Capital Management LLC | 0.00% | Reduce -11.1% | 600 | $49K |
| First United Bank & Trust | 0.01% | No change | 585 | $48K |
| Salem Investment Counselors Inc. | 0.00% | No change | 537 | $44K |
| Vanguard Advisers Inc. | 0.00% | Add +12.9% | 526 | $43K |
| Corsicana & Co. | 0.02% | New | 504 | $41K |
| Conquis Financial LLC | 0.03% | No change | 438 | $36K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 415 | $34K |
| Gleason Group, Inc. | 0.00% | Add +0.3% | 378 | $31K |
| City State Bank | 0.01% | No change | 375 | $31K |
| Hughes Financial Services, LLC | 0.00% | No change | 372 | $31K |
| Howe & Rusling Inc. | 0.00% | No change | 353 | $29K |
| American Capital Advisory, LLC | 0.01% | No change | 350 | $29K |
| Creative Capital Management Investments LLC | 0.01% | No change | 343 | $28K |
| Oxford Financial Group, LTD. LLC | 0.00% | New | 329 | $27K |
| Qube Research & Technologies Ltd | 0.00% | New | 322 | $27K |
| Abound Financial, LLC | 0.01% | No change | 312 | $26K |
| Pittenger & Anderson Inc. | 0.00% | No change | 312 | $26K |
| Flagship Wealth Advisors, LLC | 0.01% | New | 311 | $26K |
| JNBA Financial Advisors | 0.00% | New | 305 | $25K |
| Bessemer Group Inc. | 0.00% | No change | 304 | $25K |
| Morling Financial Advisors, LLC | 0.01% | New | 303 | $25K |
| Southern Michigan Bank & Trust | 0.01% | New | 293 | $24K |
| Transce3nd, LLC | 0.21% | No change | 296 | $24K |
| SHP Wealth Management | 0.00% | No change | 290 | $24K |
| Cornerstone Planning Group LLC | 0.00% | Add +13.0% | 287 | $23K |
| SouthState Bank Corp | 0.00% | Reduce -23.5% | 273 | $22K |
| United Community Bank | 0.01% | No change | 270 | $22K |
| Highline Wealth Partners LLC | 0.00% | No change | 268 | $22K |
| Nemes Rush Group LLC | 0.00% | New | 268 | $22K |
| SYM FINANCIAL Corp | 0.00% | No change | 254 | $21K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $16K |
| Catherine Avery Investment Management LLC | 0.01% | New | 198 | $16K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 195 | $16K |
| Adkins Seale Capital Management LLC | 0.01% | No change | 165 | $14K |
| Kings Path Partners LLC | 0.00% | No change | 148 | $12K |
| Birchwood Financial Partners, Inc. | 0.01% | No change | 126 | $10K |
| First Horizon Corp. | 0.00% | No change | 103 | $8K |
| Truvestments Capital LLC | 0.00% | No change | 87 | $7K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -87.3% | 77 | $6K |
| Creative Financial Designs Inc. | 0.00% | Add +51.4% | 53 | $4K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 50 | $4K |
| Bangor Savings Bank | 0.00% | No change | 40 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -66.4% | 38 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | Add +42.1% | 27 | $2K |
| Archer Investment Corp | 0.00% | No change | 15 | $1K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 4 | $328 |
"% of holder's portfolio" is DFAS's weight in each manager's 13F, not the share of Dimensional US Small Cap ETF the manager owns.