Dimensional US Target ValueDFATETF
13F holders, Q4 2025 (December 31)793holders +62
32new positions
25sold out
2famous investors
$59.58avg. 13F price*
At the end of Q4 2025, 793 institutions reported holding Dimensional US Target Value (DFAT) in their 13F filings, up 62 from Q3 2025. 32 opened new positions and 25 sold out. The largest holders were Creative Planning ($816.2M), Focus Partners Wealth ($790.9M) and Forum Financial Management, LP ($607.8M). 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 Target Value
- CUSIP
- 25434V609
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $18.4M |
| Exits | 25 | $9.0M |
All 13F filers, Q3 2025 → Q4 2025: 9,774,540 shares bought and 2,343,651 shares sold, net +7,430,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 793 holders
| Creative Planning | 0.58% | Reduce -1.4% | 13,707,684 | $816.2M |
| Focus Partners Wealth | 0.90% | Add +0.3% | 13,284,203 | $790.9M |
| Forum Financial Management, LP | 7.91% | Add +4.7% | 10,207,476 | $607.8M |
| Index Fund Advisors, Inc. | 18.00% | Reduce -1.2% | 6,442,632 | $383.6M |
| Pure Financial Advisors, LLC | 4.76% | Add +7.5% | 5,330,417 | $317.4M |
| Focus Partners Advisor Solutions, LLC | 3.87% | Add +21.0% | 5,294,823 | $315.3M |
| Savant Capital, LLC | 1.64% | Add +0.7% | 4,830,800 | $287.6M |
| EP Wealth Advisors, LLC | 1.29% | — | 4,183,471 | $249.1M |
| Jackson Thornton Wealth Management, LLC | 16.52% | Reduce -0.1% | 2,833,951 | $174.8M |
| Corient Private Wealth LP | 0.22% | Add +208.5% | 2,724,033 | $162.2M |
| Asset Dedication, LLC | 10.16% | Add +3.5% | 2,600,142 | $154.8M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Reduce -4.8% | 2,013,264 | $124.2M |
| HighTower Advisors, LLC | 0.12% | Reduce -1.2% | 1,848,642 | $110.1M |
| Trust Co of the South | 17.43% | Add +2.3% | 1,820,738 | $108.4M |
| Raymond James Financial Inc. | 0.03% | Add +5.5% | 1,778,841 | $105.9M |
| Apella Capital, LLC | 1.94% | Reduce -0.4% | 1,649,140 | $98.2M |
| Truepoint, Inc. | 2.02% | Reduce -1.3% | 1,504,669 | $89.6M |
| Earned Wealth Advisors, LLC | 6.15% | Add +95.1% | 1,457,860 | $86.8M |
| Plancorp, LLC | 2.59% | Reduce -2.8% | 1,439,385 | $85.7M |
| Smartleaf Asset Management LLC | 3.24% | Add +8960.0% | 1,419,609 | $85.4M |
| Mercer Global Advisors Inc. | 0.13% | Reduce -3.9% | 1,424,039 | $84.8M |
| Great Oak Capital Partners, LLC | 21.04% | Add +0.5% | 1,397,654 | $83.9M |
| Abacus Wealth Partners, LLC | 7.98% | Reduce -5.2% | 1,366,881 | $81.4M |
| Sequoia Financial Advisors, LLC | 0.45% | Add +3.4% | 1,339,926 | $79.8M |
| Bank of America Corp. | 0.01% | Add +7.2% | 1,305,611 | $77.7M |
| LPL Financial LLC | 0.02% | Add +4.2% | 1,260,968 | $75.1M |
| Premier Financial Group | 18.53% | Add +1.5% | 1,189,189 | $71.1M |
| Cerity Partners LLC | 0.09% | Add +0.9% | 1,072,273 | $64.9M |
| Evanson Asset Management, LLC | 3.48% | Reduce -1.1% | 1,083,707 | $64.5M |
| Sensible Money, LLC | 19.41% | Add +5.7% | 1,020,908 | $60.8M |
| Allworth Financial LP | 0.25% | Add +3.0% | 1,007,945 | $60.0M |
| Team Hewins, LLC | 17.76% | Reduce -0.6% | 925,776 | $55.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.98% | Add +1.3% | 918,385 | $54.7M |
| Parkwoods Wealth Partners, LLC | 15.20% | Add +1.8% | 867,921 | $51.7M |
| Bayshore Asset Management, LLC | 20.43% | Add +0.2% | 840,720 | $50.1M |
| Mariner, LLC | 0.06% | Add +2.9% | 838,675 | $49.9M |
| Great Waters Wealth Management | 5.39% | Add +12.1% | 823,389 | $49.0M |
| Phillips Financial Management, LLC | 3.10% | Add +5.7% | 807,183 | $48.1M |
| Joel Isaacson & Co., LLC | 1.56% | Add +8.4% | 792,905 | $47.2M |
| Sax Wealth Advisors, LLC | 2.12% | Reduce -3.9% | 757,412 | $45.1M |
| Three Arch Wealth Management LLC | 8.30% | — | 744,251 | $44.3M |
| Modera Wealth Management, LLC | 0.51% | Reduce -4.4% | 743,398 | $44.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 6.48% | Add +134.0% | 712,009 | $43.9M |
| Monograph Wealth Advisors, LLC | 4.09% | Add +0.8% | 699,495 | $41.6M |
| Keb Asset Management, LLC | 8.33% | Add +0.3% | 690,485 | $41.1M |
| JPMorgan Chase & Co. | 0.00% | Add +12.4% | 645,992 | $38.5M |
| Tumwater Wealth Management, LLC | 15.31% | Add +4.5% | 631,087 | $37.6M |
| Cetera Investment Advisers | 0.04% | Add +7.8% | 625,279 | $37.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +18.4% | 614,086 | $36.6M |
| Richard Young Associates, Ltd. | 25.75% | — | 553,710 | $33.0M |
| EnRich Financial Partners LLC | 8.57% | Reduce -0.1% | 527,981 | $31.4M |
| Aspen Wealth Management LLC | 6.56% | Add +3.2% | 524,971 | $31.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.57% | Reduce -8.5% | 506,055 | $30.1M |
| Beaird Harris Wealth Management, LLC | 2.04% | Reduce -0.8% | 496,848 | $29.6M |
| Financial Harvest, LLC | 17.92% | Add +5.3% | 487,424 | $29.0M |
| First Command Advisory Services, Inc. | 0.20% | Reduce -3.8% | 485,284 | $28.9M |
| Mosaic Family Wealth Partners, LLC | 3.15% | Reduce -2.8% | 482,657 | $28.7M |
| TCI Wealth Advisors, Inc. | 1.57% | Reduce -0.2% | 477,900 | $28.5M |
| Planning Center, Inc. | 2.80% | Reduce -6.8% | 461,138 | $27.5M |
| Assetmark, Inc. | 0.06% | Add +1.6% | 457,432 | $27.2M |
| NorthAvenue LLC | 22.01% | — | 446,623 | $26.6M |
| Jones Financial Companies LLLP | 0.02% | Add +26.9% | 443,452 | $26.4M |
| UBS Group AG | 0.01% | Reduce -5.7% | 440,865 | $26.2M |
| Squire Investment Management Company, LLC | 7.81% | Add +1.3% | 433,290 | $25.8M |
| Watchman Group, Inc. | 6.15% | Add +0.1% | 432,662 | $25.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -2.4% | 429,132 | $25.6M |
| Babb Wealth Advisors LLC | 14.41% | Add +13.1% | 428,563 | $25.5M |
| AE Wealth Management LLC | 0.15% | Reduce -3.9% | 427,364 | $25.4M |
| Conrad Siegel Investment Advisors, Inc. | 4.82% | Add +2.6% | 427,169 | $25.4M |
| Confluence Wealth Services, Inc. | 1.05% | Add +3.9% | 426,378 | $25.4M |
| TFC Financial Management, Inc. | 3.17% | Reduce -1.0% | 424,669 | $25.3M |
| Disciplined Equity Management, Inc. | 12.89% | Add +2.8% | 417,953 | $24.9M |
| Summit Financial Strategies, Inc. | 2.02% | Add +6.4% | 412,629 | $24.6M |
| Meritas Wealth Management, LLC | 11.75% | Reduce -2.7% | 410,390 | $24.4M |
| Allen Capital Group, LLC | 2.24% | Add +2.4% | 408,773 | $24.3M |
| Pathstone Holdings, LLC | 0.09% | Add +17.9% | 406,939 | $24.2M |
| Foster Group, Inc. | 0.72% | Reduce -5.4% | 401,964 | $23.9M |
| TFO Wealth Partners, LLC | 3.53% | Add +4.0% | 396,409 | $23.6M |
| Lauterbach Financial Advisors, LLC | 11.54% | Reduce -0.4% | 396,265 | $23.6M |
| Exencial Wealth Advisors, LLC | 0.72% | Reduce -3.1% | 381,772 | $22.7M |
| Triune Financial Partners, LLC | 5.22% | Add +1.0% | 352,005 | $22.3M |
| Master's Wealth Management Inc. | 7.75% | Add +9.3% | 362,045 | $21.6M |
| Guardian Wealth Management, LLC | 6.83% | — | 361,753 | $21.5M |
| Betterment LLC | 0.04% | Reduce -0.2% | 357,340 | $21.3M |
| Choreo, LLC | 0.27% | Reduce -1.8% | 353,401 | $21.3M |
| Sterling Wealth Management, Inc. | 5.95% | Add +8.6% | 350,032 | $20.8M |
| Tillman Hartley LLC | 5.16% | Reduce -0.5% | 345,544 | $20.6M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -0.8% | 342,488 | $20.4M |
| Equitable Holdings, Inc. | 0.14% | Add +5.3% | 342,356 | $20.4M |
| Visionary Wealth Advisors | 0.91% | Add +9.8% | 339,548 | $20.2M |
| Dopkins Wealth Management, LLC | 8.07% | Reduce -0.9% | 331,712 | $19.8M |
| Cambridge Financial Group, LLC | 6.85% | Reduce -0.3% | 351,609 | $19.7M |
| Kelly Financial Group LLC | 4.94% | Add +4.5% | 326,315 | $19.4M |
| Kilner Capital Advisors, LLC | 18.46% | — | 324,801 | $19.3M |
| Prism Advisors, Inc. | 5.15% | Add +9.0% | 324,410 | $19.3M |
| RS Crum Inc. | 3.83% | Add +2.0% | 322,141 | $19.2M |
| Cardiff Park Advisors, LLC | 1.50% | Reduce -6.4% | 305,774 | $18.2M |
| Bridge Generations Wealth Management LLC | 11.11% | Add +2.5% | 301,329 | $17.9M |
| Libra Wealth LLC | 4.98% | Reduce -0.4% | 299,176 | $17.8M |
| AQR Capital Management | 0.01% | Add +6.5% | 296,170 | $17.6M |
| WPWealth LLP | 2.76% | Reduce -12.4% | 295,960 | $17.6M |
| BlueSky Wealth Advisors, LLC | 2.32% | Add +0.7% | 295,551 | $17.6M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +48.5% | 294,922 | $17.6M |
| Atlantic Union Bankshares Corp | 0.33% | Reduce -3.4% | 293,185 | $17.5M |
| Aspen Capital Management, LLC | 4.32% | Reduce -0.7% | 292,835 | $17.4M |
| Rf&l Wealth Management, LLC | 9.75% | Add +0.6% | 292,219 | $17.4M |
| Eclectic Associates Inc. | 2.70% | Add +44.6% | 290,535 | $17.3M |
| Keyes, Stange & Wooten Wealth Management, LLC | 8.19% | Reduce -0.0% | 290,400 | $17.3M |
| Truist Financial Corp. | 0.02% | Reduce -1.1% | 290,074 | $17.3M |
| McMill Wealth Management | 4.68% | Reduce -1.2% | 279,357 | $16.6M |
| Tiller Private Wealth, Inc. | 5.73% | Add +6.7% | 270,527 | $16.1M |
| Quantum Financial Advisors, LLC | 1.72% | Reduce -2.4% | 256,606 | $15.3M |
| McLean Asset Management Corp | 2.64% | Reduce -2.2% | 234,071 | $14.7M |
| Two Sigma Investments, LP | 0.02% | Reduce -39.5% | 244,100 | $14.5M |
| Altiora Financial Group, LLC | 2.42% | Reduce -0.7% | 236,153 | $14.1M |
| Morgan Stanley | 0.00% | Add +7.3% | 235,634 | $14.0M |
| Graver Capital Management, LLC | 11.02% | Add +6.2% | 234,144 | $13.9M |
| Professional Financial Solutions LLC | 12.86% | — | 230,359 | $13.7M |
| Larson Financial Group LLC | 0.46% | Reduce -5.1% | 229,914 | $13.7M |
| Park Avenue Securities LLC | 0.12% | Add +12.3% | 229,451 | $13.7M |
| Royal Bank of Canada | 0.00% | Reduce -8.6% | 227,546 | $13.5M |
| Farther Finance Advisors, LLC | 0.14% | Add +55.3% | 226,694 | $13.5M |
| OLIO Financial Planning | 3.78% | Add +7.1% | 226,387 | $13.5M |
| JDH Wealth Management, LLC | 9.23% | Add +0.1% | 226,128 | $13.5M |
| Navigoe, LLC | 8.29% | Reduce -0.1% | 225,688 | $13.4M |
| HMV Wealth Advisors, LLC | 6.70% | Reduce -0.2% | 225,042 | $13.4M |
| Andrews, Lucia Wealth Management LLC | 7.90% | Reduce -8.3% | 223,301 | $13.3M |
| Wealth Management Nebraska | 1.47% | Reduce -0.1% | 216,187 | $12.9M |
| ShankerValleau Wealth Advisors, Inc. | 3.43% | Reduce -0.2% | 212,859 | $12.7M |
| Ruedi Wealth Management, Inc. | 3.26% | Reduce -4.2% | 208,993 | $12.4M |
| MML Investors Services, LLC | 0.03% | Add +24.9% | 208,531 | $12.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +34.0% | 208,314 | $12.4M |
| Capstone Wealth Management, LLC | 8.83% | Reduce -1.5% | 203,209 | $12.1M |
| Vestia Personal Wealth Advisors | 6.10% | Reduce -0.4% | 186,932 | $12.0M |
| Fiduciary Financial Group, LLC | 1.69% | Add +2.3% | 200,956 | $12.0M |
| Moisand Fitzgerald Tamayo, LLC | 1.31% | Reduce -2.0% | 195,022 | $11.6M |
| D.A. Davidson & Co. | 0.07% | Add +30.6% | 192,740 | $11.5M |
| Mission Wealth Management, LP | 0.23% | Add +42.8% | 192,093 | $11.4M |
| Aspiriant, LLC | 0.33% | Reduce -0.4% | 191,240 | $11.4M |
| Crestmont Private Wealth LLC | 3.67% | Reduce -0.0% | 189,502 | $11.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -6.4% | 186,881 | $11.1M |
| Pinney & Scofield, Inc. | 6.10% | Reduce -1.9% | 180,635 | $10.8M |
| Robertson Stephens Wealth Management, LLC | 0.30% | Reduce -0.1% | 176,755 | $10.5M |
| Spire Wealth Management | 0.35% | Add +3.1% | 176,091 | $10.5M |
| Baker Tilly Wealth Management, LLC | 2.53% | Reduce -50.6% | 172,696 | $10.3M |
| Kings Path Partners LLC | 3.53% | Add +2.4% | 169,119 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +3.6% | 167,535 | $10.0M |
| Efficient Advisors, LLC | 0.57% | Add +14.1% | 165,281 | $9.8M |
| Disciplined Investments, LLC | 3.76% | Add +5.3% | 164,150 | $9.8M |
| Vance Wealth, LLC | 2.90% | Add +4.0% | 163,846 | $9.8M |
| OMNI 360 Wealth, Inc. | 4.97% | Add +6.7% | 154,196 | $9.7M |
| New England Private Wealth Advisors LLC | 1.17% | Reduce -10.8% | 157,601 | $9.4M |
| Austin Asset Management Co Inc | 1.60% | Reduce -1.9% | 156,761 | $9.3M |
| Veratis Advisors, Inc. | 7.25% | — | 166,704 | $9.2M |
| Legacy Financial Group, Inc. | 2.40% | Reduce -2.3% | 153,881 | $9.2M |
| Lutz Financial Services LLC | 0.62% | Add +9.3% | 152,294 | $9.1M |
| Regions Financial Corp. | 0.06% | Reduce -0.3% | 151,216 | $9.0M |
| Mather Group, Llc. | 0.09% | Reduce -16.3% | 150,249 | $8.9M |
| Captrust Financial Advisors | 0.02% | Reduce -0.2% | 149,036 | $8.9M |
| Vawter Financial, Ltd. | 3.75% | Reduce -0.6% | 149,028 | $8.9M |
| Pillar Financial Advisors, LLC | 5.35% | Reduce -3.3% | 148,912 | $8.9M |
| McKinley Carter Wealth Services, Inc. | 0.49% | Reduce -14.6% | 146,836 | $8.7M |
| American Investment Services, Inc. | 2.01% | Add +0.0% | 145,467 | $8.7M |
| BlackRock, Inc. | 0.00% | Add +51.8% | 144,793 | $8.6M |
| Pioneer Wealth Management Group | 2.60% | Add +5.7% | 144,039 | $8.6M |
| Juncture Wealth Strategies, LLC | 2.79% | Add +0.4% | 142,112 | $8.5M |
| Gradient Capital Advisors, LLC | 2.16% | Add +0.1% | 140,565 | $8.4M |
| Twin Cities Retirement Group LLC | 7.89% | — | 137,261 | $8.2M |
| Liberty Wealth Management LLC | 1.05% | Reduce -2.2% | 136,957 | $8.2M |
| Strategic Investment Solutions, Inc. | 1.95% | Add +7.3% | 136,235 | $8.1M |
| DiNuzzo Private Wealth, Inc. | 0.88% | Reduce -1.4% | 135,153 | $8.0M |
| Scratch Capital LLC | 5.15% | Reduce -0.3% | 132,058 | $7.9M |
| Zhang Financial LLC | 0.29% | Add +503.5% | 131,795 | $7.8M |
| SB Capital Management Inc | 2.84% | — | 130,198 | $7.8M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +15.5% | 128,304 | $7.6M |
| Rather & Kittrell, Inc. | 1.23% | Reduce -1.3% | 128,250 | $7.6M |
| Avondale Wealth Management | 3.92% | Add +7.0% | 128,165 | $7.6M |
| Timonier Family Office, LTD. | 2.42% | Reduce -10.0% | 128,151 | $7.6M |
| Oppenheimer & Co. Inc. | 0.11% | Add +7.2% | 126,565 | $7.5M |
| Watershed Private Wealth LLC | 2.24% | Add +2.2% | 125,484 | $7.5M |
| BWM Planning, LLC | 1.97% | Reduce -0.8% | 124,095 | $7.4M |
| Lakeshore Financial Planning, Inc. | 2.62% | Reduce -0.7% | 123,072 | $7.3M |
| City State Bank | 1.98% | Add +6.3% | 121,619 | $7.2M |
| Annandale Capital, LLC | 1.17% | Add +6.7% | 120,929 | $7.2M |
| Mason Investment Advisory Services, Inc. | 0.34% | Add +0.3% | 120,225 | $7.2M |
| Sachem Hill LLC | 1.38% | Add +2.0% | 119,129 | $7.1M |
| Ariadne Wealth Management, LP | 2.83% | Add +0.0% | 104,100 | $6.8M |
| Parkshore Wealth Management, Inc. | 2.49% | Reduce -1.0% | 111,473 | $6.6M |
| Seneschal Advisors, LLC | 4.79% | Reduce -3.8% | 109,322 | $6.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.3% | 107,745 | $6.4M |
| Cogent Strategic Wealth LLC | 6.96% | — | 100,734 | $6.4M |
| Quantinno Capital Management LP | 0.01% | Add +29.9% | 106,953 | $6.4M |
| FMB Wealth Management | 2.49% | Reduce -0.3% | 105,843 | $6.3M |
| Valued Wealth Advisors LLC | 2.73% | Reduce -2.2% | 104,134 | $6.2M |
| Northwest Wealth Management, LLC | 0.97% | Reduce -11.3% | 103,475 | $6.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +2.4% | 103,422 | $6.2M |
| M Holdings Securities, Inc. | 0.44% | Add +2.2% | 103,174 | $6.1M |
| TAGStone Capital, Inc. | 2.28% | Add +3.7% | 102,973 | $6.1M |
| Stifel Financial Corp. | 0.01% | Reduce -1.1% | 101,301 | $6.0M |
| Capstone Wealth Management, Inc. | 5.23% | — | 100,194 | $6.0M |
| WorthPointe, LLC | 1.55% | Add +103.1% | 99,385 | $5.9M |
| Ferguson Johnson Wealth Management Inc | 4.86% | — | 98,240 | $5.8M |
| Cwm, LLC | 0.02% | Add +89.6% | 96,673 | $5.8M |
| B&D White Capital Company, LLC | 0.66% | Add +920.6% | 96,226 | $5.7M |
| Claris Advisors, LLC / Mo / | 1.70% | Add +0.5% | 93,709 | $5.6M |
| Vestment Financial LLC | 2.88% | Reduce -2.2% | 88,750 | $5.5M |
| Greenspring Advisors, LLC | 0.34% | Add +984.0% | 92,673 | $5.5M |
| SwitchPoint Financial Planning, LLC | 3.84% | Reduce -0.6% | 92,109 | $5.5M |
| Glassy Mountain Advisors, Inc. | 1.63% | Add +0.2% | 90,740 | $5.4M |
| Mills Wealth Advisors LLC | 2.13% | Add +7.4% | 90,726 | $5.4M |
| Cherry Tree Wealth Management, LLC | 1.14% | Reduce -0.7% | 90,558 | $5.4M |
| CogentBlue Wealth Advisors, LLC | 3.67% | Reduce -3.3% | 90,446 | $5.4M |
| Gibson Capital, LLC | 0.99% | Add +0.2% | 90,351 | $5.4M |
| NewEdge Advisors, LLC | 0.02% | Reduce -10.9% | 90,122 | $5.4M |
| Red Lighthouse Investment Management, LLC | 1.91% | Reduce -0.6% | 89,412 | $5.3M |
| Axxcess Wealth Management, LLC | 0.09% | Add +51.2% | 88,898 | $5.3M |
| Factor Wealth Management LTD | 1.14% | Add +20.9% | 88,712 | $5.3M |
| Quantum Financial Planning Services, Inc. | 1.90% | Add +13.6% | 88,235 | $5.3M |
| Weinberger Asset Management, Inc | 1.86% | Add +5.5% | 86,675 | $5.2M |
| Bragg Financial Advisors, Inc | 0.17% | Reduce -4.2% | 85,470 | $5.1M |
| 1900 Wealth Management LLC | 0.32% | Reduce -1.1% | 85,011 | $5.1M |
| Westwood Wealth Management | 3.78% | New | 84,545 | $5.0M |
| Lionshead Wealth Management, LLC | 3.78% | Add +10.3% | 84,545 | $5.0M |
| Studio Investment Management LLC | 0.92% | Add +8.6% | 84,444 | $5.0M |
| Porter White Investment Advisors, Inc. | 2.06% | Reduce -0.0% | 84,418 | $5.0M |
| Platform Wealth Management, LLC | 1.33% | — | 84,122 | $5.0M |
| Maryland Capital Advisors Inc. | 1.69% | Add +10.5% | 83,791 | $5.0M |
| White Wing Wealth Management | 2.93% | Add +1.7% | 82,488 | $4.9M |
| Shearwater Capital LLC | 2.82% | Reduce -0.4% | 82,445 | $4.9M |
| RTD Financial Advisors, Inc. | 0.59% | Reduce -0.2% | 80,961 | $4.8M |
| Burk Holdings LLC | 2.30% | Add +7.5% | 80,942 | $4.8M |
| Broadhurst Jeffrey B | 4.93% | — | 79,665 | $4.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +5.3% | 78,396 | $4.7M |
| Passive Capital Management, LLC. | 1.43% | Add +0.1% | 76,992 | $4.6M |
| Northern Trust Corp. | 0.00% | Reduce -4.5% | 76,889 | $4.6M |
| SC&H Financial Advisors, Inc. | 0.70% | Reduce -1.3% | 76,218 | $4.5M |
| Verdence Capital Advisors LLC | 0.27% | No change | 75,635 | $4.5M |
| BBR Partners, LLC | 0.24% | No change | 74,746 | $4.5M |
| Pacific Asset Management, LLC | 2.65% | Reduce -1.9% | 73,996 | $4.4M |
| Physician Wealth Solutions Inc. | 1.86% | No change | 73,487 | $4.4M |
| Evensky & Katz LLC | 0.24% | Reduce -0.2% | 72,819 | $4.3M |
| Private Wealth Management Group, LLC | 1.15% | Reduce -4.1% | 72,618 | $4.3M |
| Elevate Wealth Advisory, Inc. | 2.92% | Add +0.7% | 71,772 | $4.3M |
| Frankly Finances, LLC | 4.04% | — | 71,580 | $4.3M |
| Diversified Portfolios, Inc. | 0.35% | Reduce -1.9% | 71,263 | $4.2M |
| Aviance Capital Partners, LLC | 0.49% | Reduce -0.2% | 71,069 | $4.2M |
| HB Wealth Management, LLC | 0.03% | Add +5.3% | 70,136 | $4.2M |
| CFS Investment Advisory Services, LLC | 0.30% | Reduce -3.1% | 69,676 | $4.1M |
| Level Financial Advisors | 1.10% | Reduce -1.6% | 69,631 | $4.1M |
| Hill Investment Group Partners, LLC | 0.49% | Reduce -2.0% | 69,156 | $4.1M |
| Fortitude Family Office, LLC | 0.96% | Add +14.3% | 68,868 | $4.1M |
| Vistica Wealth Advisors, LLC | 4.05% | — | 68,325 | $4.1M |
| Arkadios Wealth Advisors | 0.08% | Add +51.9% | 68,180 | $4.1M |
| InTrack Investment Management Inc | 2.24% | Add +0.1% | 67,375 | $4.0M |
| Walter & Keenan Wealth Management LLC /in/ | 1.07% | Reduce -0.7% | 67,299 | $4.0M |
| Bedel Financial Consulting, Inc. | 0.43% | Add +10.1% | 66,539 | $4.0M |
| Ares Financial Consulting, LLC | 3.76% | — | 66,276 | $3.9M |
| MAI Capital Management | 0.02% | Reduce -20.9% | 66,027 | $3.9M |
| Klingman & Associates, LLC | 0.18% | Add +4.6% | 64,428 | $3.8M |
| Belleair Asset Management, LLC | 3.65% | — | 64,405 | $3.8M |
| Burton Enright Welch | 0.52% | Add +2.3% | 62,265 | $3.7M |
| PW Advisors, LLC \ FL | 2.96% | — | 62,028 | $3.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.44% | Reduce -24.1% | 61,620 | $3.7M |
| Vantage Point Financial LLC | 1.31% | Reduce -13.6% | 61,278 | $3.6M |
| LJI Wealth Management, LLC | 0.55% | Add +258.7% | 60,859 | $3.6M |
| Pinnacle Financial Partners, Inc. | 0.03% | — | 58,205 | $3.5M |
| Symmetry Partners, LLC | 0.20% | Reduce -4.9% | 58,168 | $3.5M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +45.2% | 58,012 | $3.5M |
| Cresset Asset Management, LLC | 0.01% | Add +1.1% | 57,936 | $3.4M |
| Live Oak Private Wealth LLC | 0.47% | No change | 57,751 | $3.4M |
| Curio Wealth, LLC | 1.21% | Reduce -0.5% | 56,428 | $3.4M |
| Certified Advisory Corp | 0.31% | Add +27.0% | 57,020 | $3.4M |
| EverSource Wealth Advisors, LLC | 0.12% | Reduce -17.4% | 56,820 | $3.4M |
| Thayer Financial, L.L.C. | 3.56% | — | 56,645 | $3.4M |
| US Bancorp \de | 0.00% | Add +22.1% | 56,195 | $3.3M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.69% | Reduce -5.8% | 56,119 | $3.3M |
| Johnson Wealth Management, LLC | 1.64% | Reduce -0.6% | 55,410 | $3.3M |
| Freedom Investment Management, Inc. | 0.96% | Reduce -0.4% | 55,227 | $3.3M |
| Simplicity Wealth,LLC | 0.20% | Reduce -3.0% | 55,193 | $3.3M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -0.8% | 54,446 | $3.2M |
| Kane Co Wealth Management, Inc. | 2.82% | — | 53,777 | $3.2M |
| Compound Planning, Inc. | 0.09% | Reduce -5.1% | 53,489 | $3.2M |
| Morris Financial Concepts, Inc. | 1.11% | Add +11.3% | 53,209 | $3.2M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -5.3% | 53,024 | $3.2M |
| Forteris Wealth Management Inc. | 3.09% | — | 52,662 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Add +59.6% | 51,457 | $3.1M |
| XY Planning Network, Inc. | 0.53% | Reduce -10.7% | 50,770 | $3.0M |
| Sound Portfolio Advisors, LLC | 2.48% | — | 49,689 | $3.0M |
| Strategent Financial, LLC | 1.87% | Add +8.6% | 49,633 | $3.0M |
| RFG Advisory, LLC | 0.06% | Add +0.2% | 49,014 | $2.9M |
| Generations Wealth, LLC | 2.91% | — | 47,775 | $2.8M |
| Redwood Park Advisors LLC | 1.91% | Add +12.7% | 47,260 | $2.8M |
| BluePrint Investing LLC | 2.52% | — | 47,258 | $2.8M |
| Applied Capital LLC | 1.07% | No change | 46,620 | $2.8M |
| Werba Rubin Papier Wealth Management | 0.75% | Add +1.0% | 46,561 | $2.8M |
| Aegis Wealth Management LLC | 1.55% | Reduce -0.7% | 46,018 | $2.7M |
| AG Asset Advisory, LLC | 2.34% | Add +31.7% | 45,933 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Add +40.9% | 44,671 | $2.7M |
| Beckerman Institutional, LLC | 1.49% | Add +2.7% | 44,469 | $2.6M |
| Entelevest, LLC | 2.74% | — | 44,450 | $2.6M |
| Rooted Wealth Advisors, Inc. | 0.73% | New | 39,335 | $2.6M |
| Aerodigm Wealth, LLC | 0.99% | Reduce -6.4% | 43,264 | $2.6M |
| Astra Wealth Partners LLC | 1.57% | Reduce -0.1% | 43,012 | $2.6M |
| OneAscent Family Office, LLC | 1.73% | Add +0.4% | 42,836 | $2.6M |
| True Wealth Design, LLC | 0.74% | Reduce -5.4% | 42,604 | $2.5M |
| Sigma Planning Corp | 0.07% | Reduce -4.7% | 41,933 | $2.5M |
| TruNorth Capital Management, LLC | 0.47% | No change | 41,892 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.5% | 41,877 | $2.5M |
| Financial Consulate, Inc. | 0.34% | Add +7.3% | 41,870 | $2.5M |
| SOL Capital Management CO | 0.22% | Reduce -9.9% | 41,360 | $2.5M |
| Bridgewater Advisors Inc. | 0.16% | No change | 37,875 | $2.4M |
| Avant Financial Advisors LLC | 1.75% | Reduce -1.9% | 40,857 | $2.4M |
| Elevation Wealth Partners, LLC | 0.85% | Reduce -4.3% | 40,189 | $2.4M |
| Midwest Trust Co | 0.03% | Reduce -0.0% | 39,253 | $2.3M |
| Walsh & Associates, LLC | 2.30% | — | 39,174 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +25.1% | 38,912 | $2.3M |
| Investmark Advisory Group LLC | 0.95% | Reduce -0.6% | 37,559 | $2.2M |
| Rockwood Wealth Management, LLC | 0.17% | Add +1.4% | 37,479 | $2.2M |
| Strathmore Capital Advisors, Inc. | 0.73% | Reduce -4.1% | 37,325 | $2.2M |
| Mutual Advisors, LLC | 0.05% | Add +0.6% | 37,208 | $2.2M |
| Rehmann Capital Advisory Group | 0.11% | Reduce -0.2% | 36,160 | $2.2M |
| Grove Street Fiduciary, LLC | 0.90% | Reduce -5.1% | 35,979 | $2.1M |
| Tyche Wealth Partners LLC | 0.33% | Add +117.8% | 35,332 | $2.1M |
| marrick wealth, LLC | 1.71% | — | 35,019 | $2.1M |
| Abel Hall, LLC | 0.49% | Reduce -1.5% | 34,959 | $2.1M |
| Hutchinson Capital Management | 0.35% | Add +5.9% | 34,545 | $2.1M |
| Glass Jacobson Investment Advisors llc | 0.74% | Reduce -3.3% | 34,384 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +89.2% | 33,952 | $2.0M |
| HBE Wealth Management, LLC | 1.90% | — | 33,942 | $2.0M |
| Caprock Group, LLC | 0.04% | Add +12.5% | 33,412 | $2.0M |
| Cascade Financial Partners, LLC | 0.20% | No change | 32,636 | $1.9M |
| Quarry Hill Advisors, LLC | 0.90% | Reduce -0.4% | 32,502 | $1.9M |
| Financial Synergies Wealth Advisors, Inc. | 0.19% | Add +0.3% | 32,461 | $1.9M |
| Heritage Investment Group, Inc. | 0.29% | Reduce -1.5% | 32,421 | $1.9M |
| Corus Family Wealth Advisors | 1.52% | Reduce -0.1% | 32,015 | $1.9M |
| ARK & TLK Investments, LLC | 0.51% | Reduce -3.1% | 31,218 | $1.9M |
| FMR LLC | 0.00% | Add +20.2% | 30,721 | $1.8M |
| New Dimensions Wealth Management, LLC | 1.55% | Reduce -1.1% | 30,530 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -37.4% | 30,437 | $1.8M |
| Strategic Blueprint, LLC | 0.11% | Add +9.3% | 30,406 | $1.8M |
| Clark Asset Management, LLC | 0.19% | Add +45.5% | 30,054 | $1.8M |
| Lam Group, Inc. | 1.01% | Reduce -3.5% | 29,735 | $1.8M |
| Avior Wealth Management, LLC | 0.06% | Reduce -0.1% | 29,687 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 29,366 | $1.7M |
| International Private Wealth Advisors LLC | 1.09% | Add +31.5% | 29,106 | $1.7M |
| Pure Portfolios Holdings LLC | 0.52% | Add +2.3% | 28,983 | $1.7M |
| True North Advisors, LLC | 0.22% | No change | 28,257 | $1.7M |
| Aptus Capital Advisors, LLC | 0.01% | Add +141.2% | 27,978 | $1.7M |
| Poinciana Advisors Group, LLC | 1.30% | Reduce -0.1% | 27,735 | $1.7M |
| Root Financial Partners, LLC | 0.08% | Reduce -9.0% | 27,464 | $1.6M |
| Versant Capital Management, Inc | 0.20% | Reduce -3.6% | 27,228 | $1.6M |
| CarsonAllaria Wealth Management, Ltd. | 0.80% | Reduce -1.1% | 26,925 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.6% | 26,409 | $1.6M |
| Pandowealth. LLC | 1.44% | — | 26,395 | $1.6M |
| Verus Wealth Management, LLC | 1.46% | Reduce -2.3% | 26,335 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Reduce -35.2% | 26,091 | $1.6M |
| Vise Technologies, Inc. | 0.03% | Add +393.5% | 25,946 | $1.5M |
| Long Island Wealth Management, Inc. | 0.73% | Add +31.7% | 25,924 | $1.5M |
| Tobias Financial Advisors, Inc. | 0.22% | Reduce -0.3% | 25,922 | $1.5M |
| Addison Advisors LLC | 0.35% | Reduce -3.0% | 25,869 | $1.5M |
| 25 LLC | 0.48% | Reduce -0.7% | 25,666 | $1.5M |
| Renasant Bank | 1.02% | No change | 25,324 | $1.5M |
| Balboa Wealth Partners | 0.25% | Reduce -12.5% | 25,311 | $1.5M |
| Lodestone Wealth Management LLC | 0.61% | Add +45.4% | 25,301 | $1.5M |
| Montag A & Associates Inc. | 0.07% | Add +209.6% | 25,083 | $1.5M |
| Olistico Wealth, LLC | 0.71% | Add +85.3% | 24,495 | $1.5M |
| IFG Advisors, LLC | 0.24% | No change | 24,489 | $1.5M |
| Curi Capital, LLC | 0.03% | Reduce -6.3% | 24,479 | $1.5M |
| Aspirean Wealth, LLC | 1.59% | — | 24,394 | $1.5M |
| BIP Wealth, LLC | 0.05% | Add +12.7% | 24,387 | $1.5M |
| 55 North Private Wealth, LLC | 0.38% | — | 24,331 | $1.4M |
| BOS Asset Management, LLC | 0.39% | Add +5.0% | 24,284 | $1.4M |
| Wealth Enhancement Trust Services, Inc. | 0.18% | — | 24,282 | $1.4M |
| Virtue Asset Management LLC | 1.17% | No change | 24,142 | $1.4M |
| Tru Independence Asset Management 2, LLC | 0.90% | Reduce -6.4% | 24,022 | $1.4M |
| Meredith Wealth Planning | 0.42% | Add +1.1% | 23,942 | $1.4M |
| NerdWallet Wealth Partners, LLC | 0.63% | No change | 23,466 | $1.4M |
| Websterrogers Financial Advisors, LLC | 0.40% | Reduce -1.7% | 23,388 | $1.4M |
| Foundation Wealth Management, LLC\PA | 0.50% | Reduce -10.1% | 23,095 | $1.4M |
| WealthCollab, LLC | 0.56% | No change | 22,975 | $1.4M |
| Melfa Wealth Management, Inc. | 0.78% | Add +1.6% | 22,837 | $1.4M |
| Global Retirement Partners, LLC | 0.02% | Add +54.0% | 22,763 | $1.4M |
| Silver Oak Securities, Incorporated | 0.09% | Add +51.8% | 22,387 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -0.1% | 22,606 | $1.3M |
| Krilogy Financial LLC | 0.05% | Reduce -5.6% | 21,114 | $1.3M |
| SageView Advisory Group, LLC | 0.05% | Reduce -1.9% | 22,442 | $1.3M |
| Kondo Wealth Advisors, Inc. | 0.50% | Add +2.2% | 22,068 | $1.3M |
| Bessemer Group Inc. | 0.00% | No change | 21,668 | $1.3M |
| Legacy Financial Advisors, Inc. | 0.18% | Add +60.9% | 21,305 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -10.8% | 21,079 | $1.3M |
| Measured Wealth Private Client Group, LLC | 0.32% | Reduce -2.2% | 20,555 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -0.8% | 20,324 | $1.2M |
| Compass Advisory Group LLC | 0.33% | Add +10.4% | 20,276 | $1.2M |
| L.K. Benson & Company, P.C. | 0.60% | Add +0.3% | 20,236 | $1.2M |
| Silver Oak Advisory Group, Inc. | 0.54% | Add +22.8% | 20,223 | $1.2M |
| Triumph Capital Management | 0.26% | New | 20,041 | $1.2M |
| Black Swift Group, LLC | 0.20% | No change | 20,000 | $1.2M |
| Tiaa Trust, National Association | 0.00% | Reduce -0.9% | 19,972 | $1.2M |
| Intergy Private Wealth, LLC | 0.36% | No change | 19,868 | $1.2M |
| Integrity Wealth Solutions LLC | 0.45% | No change | 19,137 | $1.1M |
| Partners in Financial Planning | 0.19% | Add +0.2% | 19,107 | $1.1M |
| McGrath & Associates, Inc. | 1.60% | Add +1.3% | 18,971 | $1.1M |
| Petersen Hastings Wealth Advisors Inc. | 0.11% | — | 18,793 | $1.1M |
| Peirce Capital Management, LLC | 0.44% | No change | 18,670 | $1.1M |
| Aurelius Family Office LLC | 0.48% | Reduce -0.0% | 18,226 | $1.1M |
| CENTRAL TRUST Co | 0.02% | Add +20.0% | 18,586 | $1.1M |
| Legacy Capital Wealth Partners, LLC | 0.24% | Add +11.6% | 18,520 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +13.6% | 18,492 | $1.1M |
| Vannoy Advisory Group, Inc. | 0.69% | Add +0.8% | 18,371 | $1.1M |
| BetterWealth, LLC | 0.25% | Reduce -6.7% | 18,348 | $1.1M |
| Willner & Heller, LLC | 0.76% | Add +43.7% | 17,736 | $1.1M |
| Grand Wealth Management, LLC | 0.47% | No change | 17,503 | $1.0M |
| MB Generational Wealth, LLC | 0.55% | Add +0.1% | 17,405 | $1.0M |
| Summit Trail Advisors, LLC | 0.02% | No change | 17,382 | $1.0M |
| Clear Creek Financial Management, LLC | 0.08% | Add +0.1% | 17,338 | $1.0M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.2% | 17,050 | $1.0M |
| Axis Wealth Partners, LLC | 0.56% | Add +1.9% | 17,004 | $1.0M |
| IFP Advisors, Inc | 0.02% | Add +5.2% | 16,957 | $1.0M |
| Kavar Capital Partners Group, LLC | 0.14% | No change | 16,876 | $1.0M |
| Ponta Wealth Partners, LLC | 0.93% | — | 16,813 | $1.0M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +0.1% | 16,521 | $984K |
| Wealthspan Partners, LLC | 0.35% | Reduce -1.9% | 16,320 | $972K |
| Warwick Investment Management, Inc. | 0.15% | Add +0.4% | 16,227 | $966K |
| Sei Investments Co. | 0.00% | Add +4.6% | 16,192 | $964K |
| Capital Group Private Client Services, Inc. | 0.02% | No change | 16,188 | $964K |
| Roundview Capital LLC | 0.06% | No change | 16,169 | $963K |
| Concentrum Wealth Management | 0.27% | Reduce -47.0% | 16,096 | $958K |
| Trustmark Bank Trust Department | 0.06% | No change | 16,080 | $957K |
| Eaton Financial Holdings Company, LLC | 0.26% | Add +0.4% | 15,961 | $950K |
| Vermillion Wealth Management, Inc. | 0.39% | Add +6.7% | 15,929 | $948K |
| Activest Wealth Management | 0.18% | Reduce -90.1% | 15,827 | $942K |
| Keybank National Association | 0.00% | No change | 15,816 | $942K |
| rebel Financial LLC | 0.40% | Add +0.0% | 15,756 | $938K |
| Dakota Wealth Management | 0.02% | No change | 15,475 | $921K |
| Prudent Man Investment Management, Inc. | 0.30% | Reduce -6.3% | 15,130 | $901K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.4% | 15,023 | $894K |
| LongView Wealth Management | 0.21% | No change | 14,100 | $879K |
| IHT Wealth Management, LLC | 0.02% | Add +210.8% | 14,711 | $876K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -9.8% | 13,821 | $876K |
| Falcon Wealth Planning | 0.07% | No change | 14,516 | $864K |
| Centaurus Financial, Inc. | 0.04% | Add +6.3% | 14,402 | $857K |
| Plante Moran Financial Advisors, LLC | 0.05% | No change | 14,349 | $854K |
| Stone Summit Wealth LLC | 0.23% | Reduce -2.9% | 14,114 | $840K |
| CVA Family Office, LLC | 0.10% | Add +76.8% | 14,113 | $840K |
| Keebeck Wealth Management | 0.10% | Reduce -20.1% | 14,040 | $836K |
| Cary Street Partners Financial LLC | 0.02% | Add +1.3% | 13,965 | $831K |
| Medallion Wealth Advisors, LLC | 0.28% | Reduce -3.0% | 13,953 | $831K |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -0.3% | 13,936 | $830K |
| Pinnacle Bancorp, Inc. | 0.24% | No change | 13,902 | $828K |
| Nautilus Advisors LLC | 0.53% | Add +13.1% | 13,662 | $813K |
| 180 Wealth Advisors, LLC | 0.09% | Reduce -0.6% | 13,522 | $805K |
| Waverly Advisors, LLC | 0.01% | Add +4.9% | 13,519 | $805K |
| Ameritas Advisory Services, LLC | 0.03% | New | 13,499 | $804K |
| Shira Ridge Wealth Management | 0.32% | Reduce -76.2% | 13,471 | $802K |
| &partners | 0.00% | Reduce -29.3% | 13,468 | $802K |
| Berger Financial Group, Inc | 0.05% | No change | 13,243 | $788K |
| Savvy Advisors, Inc. | 0.03% | New | 13,217 | $787K |
| Tandemgrowth Financial Advisors LLC | 0.68% | — | 13,178 | $785K |
| Signet Financial Management, LLC | 0.09% | Reduce -1.6% | 13,174 | $784K |
| Foundations Investment Advisors, LLC | 0.01% | Add +62.3% | 12,917 | $769K |
| Empower Advisory Group, LLC | 0.00% | Add +28.3% | 12,880 | $767K |
| Donalies Financial Planning, LLC | 0.65% | — | 12,877 | $767K |
| BCR Wealth Strategies, LLC | 0.25% | No change | 12,802 | $762K |
| Stratos Investment Management, LLC | 0.03% | Reduce -27.5% | 12,788 | $761K |
| Safeguard Investment Advisory Group, LLC | 0.19% | Reduce -4.5% | 12,650 | $753K |
| Simon Quick Advisors, LLC | 0.03% | No change | 12,569 | $748K |
| Commerce Bank | 0.00% | No change | 12,508 | $745K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 12,251 | $729K |
| Institute for Wealth Management, LLC. | 0.08% | Add +0.1% | 12,195 | $726K |
| Perigon Wealth Management, LLC | 0.01% | No change | 12,104 | $721K |
| Mgo One Seven LLC | 0.01% | No change | 12,089 | $720K |
| Evoke Wealth, LLC | 0.01% | No change | 12,041 | $717K |
| WASHINGTON TRUST Co | 0.02% | No change | 11,993 | $714K |
| Financial Symmetry Inc | 0.29% | Add +1.1% | 11,980 | $713K |
| Vilga Financial Planning LLC | 0.68% | — | 11,970 | $713K |
| CPA Asset Management Group, LLC | 0.25% | No change | 11,942 | $711K |
| Strategic Financial Services, Inc. | 0.03% | No change | 10,658 | $711K |
| Beacon Financial Advisory LLC | 0.16% | Add +7.7% | 11,903 | $709K |
| Running Point Capital Advisors, LLC | 0.19% | No change | 11,844 | $705K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.0% | 11,833 | $705K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 11,787 | $702K |
| NCM Capital Management, LLC | 0.26% | Add +0.3% | 11,711 | $697K |
| Smith Chas P & Associates Pa Cpas | 0.04% | New | 11,646 | $693K |
| Trailhead Planners LLC | 0.67% | — | 11,476 | $683K |
| Francis Financial, Inc. | 0.13% | New | 11,409 | $679K |
| Cascade Wealth Advisors, Inc | 0.31% | No change | 10,735 | $677K |
| Lido Advisors, LLC | 0.00% | No change | 11,637 | $677K |
| BDFS Capital LLC | 0.34% | — | 11,377 | $677K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 11,314 | $674K |
| Forza Wealth Management, LLC | 0.24% | Reduce -1.8% | 11,235 | $669K |
| RAM Investment Partners, LLC | 0.12% | Reduce -5.1% | 11,226 | $668K |
| GenTrust, LLC | 0.03% | No change | 11,082 | $660K |
| Ieq Capital, LLC | 0.00% | Add +0.1% | 11,071 | $659K |
| American Capital Advisory, LLC | 0.29% | Reduce -18.9% | 11,068 | $659K |
| Approach Retirement Advisors, LLC | 0.55% | — | 10,781 | $642K |
| Kaufman Rossin Wealth, LLC | 0.33% | No change | 10,760 | $641K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -30.3% | 10,750 | $640K |
| Fifth Third Bancorp | 0.00% | Add +11.3% | 10,674 | $636K |
| WoodTrust Financial Corp | 0.07% | No change | 10,648 | $634K |
| Maseco LLP | 0.03% | Add +4.4% | 10,622 | $632K |
| HBK Sorce Advisory LLC | 0.01% | New | 9,441 | $630K |
| Focus Financial Network, Inc. | 0.02% | Reduce -18.6% | 10,397 | $619K |
| Wealth Management Strategies, Inc. | 0.28% | Add +0.4% | 10,381 | $618K |
| PFG Advisors | 0.03% | Add +93.4% | 10,370 | $617K |
| Independent Financial Group, LLC | 0.01% | Add +6.5% | 10,366 | $617K |
| Liberty Capital Management, Inc. | 0.11% | No change | 10,305 | $614K |
| McGlone Suttner Wealth Management, Inc. | 0.08% | No change | 10,183 | $606K |
| Keel Point, LLC | 0.04% | Reduce -19.6% | 10,169 | $605K |
| Mullaney, Keating & Wright, Inc. | 0.32% | No change | 10,118 | $602K |
| Magnolia Capital Advisors LLC | 0.13% | Add +0.4% | 10,048 | $598K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 9,985 | $595K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -8.4% | 9,888 | $589K |
| Maripau Wealth Management LLC | 0.27% | New | 9,799 | $583K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.6% | 9,779 | $582K |
| Berkeley, Inc | 0.18% | Add +0.0% | 9,759 | $581K |
| E-Wealth Partners, LLC | 0.49% | — | 9,749 | $580K |
| Marshall Wace, LLP | 0.00% | New | 9,653 | $575K |
| Arista Wealth Management, LLC | 0.07% | No change | 9,636 | $574K |
| Mattern Capital Management, LLC | 0.07% | Add +2.8% | 9,565 | $570K |
| Wedbush Securities Inc. | 0.02% | Add +46.0% | 9,516 | $567K |
| CWA Asset Management Group, LLC | 0.02% | No change | 9,470 | $564K |
| CreativeOne Wealth, LLC | 0.01% | Add +8.0% | 9,453 | $563K |
| Blue Trust, Inc. | 0.01% | No change | 9,426 | $561K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.4% | 9,401 | $560K |
| AlphaCore Capital LLC | 0.01% | Add +0.0% | 9,340 | $556K |
| Triad Wealth Partners, LLC | 0.05% | Reduce -3.0% | 9,220 | $549K |
| Secure Asset Management, LLC | 0.09% | No change | 9,100 | $542K |
| Correct Capital Wealth Management | 0.10% | No change | 9,033 | $538K |
| Five Oceans Advisors | 0.19% | Reduce -18.9% | 8,956 | $533K |
| Westmount Partners, LLC | 0.13% | No change | 8,876 | $528K |
| Rollins Financial Advisors, LLC | 0.08% | Reduce -3.7% | 8,791 | $523K |
| Geneos Wealth Management Inc. | 0.01% | No change | 8,789 | $523K |
| Alkeme Wealth, LLC | 0.22% | Add +0.4% | 8,694 | $518K |
| High Probability Advisors, LLC | 0.07% | No change | 8,672 | $516K |
| LBMC Investment Advisors, LLC | 0.03% | Add +0.2% | 8,593 | $512K |
| M&T Bank Corp | 0.00% | Add +10.5% | 8,537 | $508K |
| Brown Advisory Inc. | 0.00% | No change | 8,431 | $502K |
| Kathmere Capital Management, LLC | 0.03% | No change | 8,420 | $501K |
| NWK Group, Inc. | 0.17% | Add +15.2% | 8,329 | $496K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 8,317 | $495K |
| Monument Group Wealth Advisors, LLC | 0.27% | Reduce -1.8% | 8,311 | $495K |
| Sand Hill Global Advisors, LLC | 0.02% | Reduce -6.1% | 8,128 | $484K |
| Merited Wealth, LLC | 0.45% | — | 8,123 | $484K |
| Modern Wealth Management, LLC | 0.01% | No change | 7,967 | $474K |
| Wedmont Private Capital | 0.02% | Add +0.1% | 7,763 | $474K |
| Wealthspire Advisors, LLC | 0.00% | Add +107.9% | 7,951 | $473K |
| Clayton Financial Group LLC | 0.24% | No change | 7,939 | $473K |
| Harbour Investments, Inc. | 0.01% | Add +105.9% | 7,936 | $473K |
| Nalls Sherbakoff Group, LLC | 0.34% | Reduce -9.4% | 7,833 | $466K |
| Composition Wealth, LLC | 0.01% | No change | 7,714 | $459K |
| Stolz & Associates, PS | 0.35% | — | 7,634 | $455K |
| Private Trust Co. NA | 0.04% | Add +0.6% | 7,592 | $452K |
| Intrua Financial, LLC | 0.05% | Reduce -10.6% | 7,558 | $450K |
| Parkside Financial Bank & Trust | 0.03% | Reduce -34.8% | 7,509 | $447K |
| M.E. Allison & Co., Inc. | 0.30% | Add +0.1% | 7,443 | $443K |
| Colonial Trust Co / SC | 0.06% | No change | 7,426 | $442K |
| Okabena Investment Services Inc. | 0.08% | Add +14.5% | 7,423 | $442K |
| Total Wealth Planning, LLC | 0.94% | Reduce -88.0% | 7,381 | $439K |
| Accurate Wealth Management, LLC | 0.06% | Add +3.0% | 7,019 | $439K |
| Staley Capital Advisers Inc. | 0.02% | Add +0.4% | 7,334 | $437K |
| Old Peak Finance LLC | 0.27% | — | 7,255 | $432K |
| Greenline Partners, LLC | 0.05% | Add +0.3% | 7,246 | $431K |
| Benningfield Financial Advisors, LLC | 0.34% | No change | 7,242 | $431K |
| Fortis Capital Advisors, LLC | 0.06% | No change | 7,211 | $429K |
| Belpointe Asset Management LLC | 0.02% | No change | 7,211 | $429K |
| Wick Capital Partners, LLC | 0.08% | No change | 7,174 | $427K |
| DBK Financial Counsel, LLC | 0.33% | No change | 7,150 | $426K |
| W1M Asset Management Ltd | 0.00% | New | 7,145 | $425K |
| MBM Wealth Consultants, LLC | 0.10% | Reduce -5.2% | 7,073 | $421K |
| Comerica Bank | 0.00% | Reduce -0.9% | 7,014 | $418K |
| Parkside Investments, LLC | 0.05% | No change | 6,881 | $410K |
| Oakworth Capital, Inc. | 0.02% | No change | 6,799 | $405K |
| St. Louis Trust Co | 0.05% | No change | 6,762 | $403K |
| Rowlandmiller & Partners.adv | 0.08% | No change | 6,748 | $402K |
| Murphy Pohlad Asset Management LLC | 0.15% | No change | 6,693 | $399K |
| Advisory Services Network, LLC | 0.01% | Reduce -9.7% | 6,678 | $398K |
| Well Done, LLC | 0.06% | No change | 6,623 | $394K |
| Geometric Wealth Advisors | 0.05% | Reduce -11.4% | 6,522 | $388K |
| Mitchell Capital Management Co. | 0.07% | No change | 6,479 | $386K |
| Busey Bank | 0.01% | Add +46.1% | 6,446 | $384K |
| Prospera Financial Services Inc | 0.01% | New | 6,377 | $380K |
| Fortis Advisors, LLC | 0.21% | Add +0.4% | 6,360 | $379K |
| Integras Partners LLC | 0.31% | No change | 6,342 | $378K |
| Rialto Wealth Management, LLC | 0.09% | Add +0.2% | 6,335 | $377K |
| Empowered Funds, LLC | 0.01% | New | 6,315 | $376K |
| First Financial Group Corp | 0.32% | No change | 6,300 | $375K |
| First Manhattan Co. Llc. | 0.00% | No change | 6,281 | $374K |
| Stage Harbor Financial, LLC | 0.25% | No change | 6,263 | $373K |
| Keener Financial Planning LLC | 0.16% | Add +17.9% | 6,225 | $370K |
| BCO Wealth Management LLC | 0.23% | Reduce -0.5% | 6,184 | $368K |
| WMG Financial Advisors, LLC | 0.15% | Reduce -5.3% | 6,173 | $368K |
| HTG Investment Advisors, Inc. | 0.11% | Reduce -0.6% | 6,118 | $364K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -0.2% | 6,065 | $361K |
| Verus Financial Partners, Inc. | 0.03% | Reduce -0.1% | 5,678 | $360K |
| Acorn Financial Advisory Services Inc. | 0.05% | Add +7.4% | 6,001 | $357K |
| Sequent Asset Management, LLC | 0.16% | No change | 5,932 | $353K |
| Syverson Strege & Co | 0.08% | Add +0.4% | 5,910 | $352K |
| Wealth Advisors Northwest LLC | 0.16% | Add +0.1% | 5,901 | $351K |
| Chico Wealth RIA | 0.23% | Add +18.8% | 5,859 | $349K |
| Valmark Advisers, Inc. | 0.00% | Add +2.0% | 5,858 | $349K |
| Hartmann Taylor Wealth Management, LLC | 0.23% | Reduce -4.9% | 5,819 | $346K |
| Accredited Investor Services, LLC | 0.23% | No change | 5,814 | $346K |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.5% | 5,797 | $345K |
| Integrated Advisors Network LLC | 0.02% | Reduce -13.2% | 5,780 | $344K |
| Vertex Planning Partners, LLC | 0.08% | Add +15.7% | 5,729 | $341K |
| Transcend Capital Advisors, LLC | 0.03% | No change | 5,720 | $341K |
| Vision Capital Management, Inc. | 0.04% | No change | 5,699 | $339K |
| Whalen Wealth Management Inc. | 0.18% | Add +0.4% | 5,698 | $339K |
| Oath Planning, LLC | 0.33% | — | 5,685 | $338K |
| Collective Family Office LLC | 0.08% | Reduce -6.6% | 5,658 | $337K |
| Tranquility Partners, LLC | 0.12% | Reduce -1.8% | 5,621 | $335K |
| Hanover Advisors Inc. | 0.13% | Reduce -0.2% | 5,595 | $333K |
| Cloud Capital Management, LLC | 0.16% | Add +4.0% | 5,555 | $330K |
| Yoder Wealth Management, Inc. | 0.15% | No change | 5,541 | $330K |
| Venture Visionary Partners LLC | 0.01% | New | 5,497 | $327K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 5,506 | $327K |
| Pinnacle Associates Ltd. | 0.00% | No change | 5,484 | $327K |
| Cypress Point Wealth Management, LLC | 0.07% | Reduce -34.1% | 5,477 | $326K |
| Amarillo National Bank | 0.06% | No change | 5,455 | $325K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 5,454 | $325K |
| National Bank of Canada | 0.00% | Add +88.5% | 5,324 | $317K |
| Goldstein Advisors, LLC | 0.04% | No change | 5,310 | $316K |
| Brookwood Investment Group LLC | 0.04% | Add +4.6% | 5,304 | $316K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 5,300 | $316K |
| Cambient Family Office, LLC | 0.04% | — | 5,288 | $315K |
| Towneley Capital Management, Inc / DE | 0.07% | Add +0.4% | 5,241 | $312K |
| Stephens Inc. | 0.00% | No change | 5,227 | $311K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -46.0% | 4,924 | $311K |
| Bannerstone Capital Management, LLC | 0.30% | — | 5,220 | $311K |
| Mustard Seed Financial, LLC | 0.19% | No change | 5,204 | $310K |
| Peavine Capital, LLC | 0.07% | No change | 5,188 | $309K |
| FinDec Wealth Services, Inc. | 0.33% | Reduce -1.7% | 5,177 | $308K |
| Paragon Financial Partners, Inc. | 0.19% | No change | 5,082 | $303K |
| Blair William & Co. | 0.00% | Add +1.0% | 5,042 | $300K |
| Linscomb Wealth, Inc. | 0.01% | No change | 5,020 | $299K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.4% | 5,005 | $298K |
| McCartney Wealth Management LLC | 0.26% | — | 4,978 | $296K |
| CGN Advisors LLC | 0.02% | Reduce -2.0% | 4,965 | $296K |
| VestGen Advisors, LLC | 0.01% | No change | 4,942 | $294K |
| Citizens Financial Group Inc. | 0.00% | Reduce -11.4% | 4,931 | $294K |
| Cortland Associates Inc. | 0.04% | Reduce -33.9% | 4,885 | $291K |
| Cathy Pareto & Associates, Inc. | 0.20% | Add +0.4% | 4,875 | $290K |
| St Germain D J Co. Inc. | 0.01% | Add +8.1% | 4,846 | $289K |
| Wells Fargo & Company | 0.00% | Reduce -65.4% | 4,844 | $288K |
| Disciplined Investors, L.L.C. | 0.19% | Add +0.2% | 4,836 | $288K |
| Susquehanna International Group, LLP | 0.00% | Reduce -92.5% | 4,817 | $287K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,811 | $286K |
| J. Derek Lewis & Associates Inc. | 0.07% | — | 4,811 | $286K |
| Winter & Associates, Inc. | 0.26% | — | 4,805 | $286K |
| Smith Partners Wealth Management, LLC | 0.26% | — | 4,802 | $286K |
| Midland Wealth Advisors, LLC | 0.01% | Reduce -14.5% | 4,753 | $283K |
| Clarity Capital Advisors, LLC | 0.14% | No change | 4,697 | $280K |
| Gryphon Financial Partners LLC | 0.03% | No change | 4,686 | $279K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.2% | 4,648 | $277K |
| Third View Private Wealth, LLC | 0.04% | — | 4,638 | $276K |
| Significant Wealth Partners LLC | 0.31% | No change | 4,611 | $275K |
| Fiduciary Alliance LLC | 0.02% | No change | 4,581 | $273K |
| Ellenbecker Investment Group | 0.04% | Add +0.1% | 4,571 | $272K |
| Key Financial Inc | 0.05% | No change | 4,521 | $269K |
| Destination Wealth Management | 0.01% | No change | 4,428 | $264K |
| Stonebridge Financial Group, LLC / MO | 0.23% | — | 4,418 | $263K |
| North Capital, Inc. | 0.23% | Add +0.4% | 4,414 | $263K |
| Woodside Wealth Management LLC | 0.19% | No change | 4,320 | $257K |
| Accredited Investors Inc. | 0.01% | Reduce -3.6% | 4,301 | $256K |
| GeoWealth Management, LLC | 0.01% | No change | 4,297 | $256K |
| Vident Advisory, LLC | 0.00% | No change | 4,296 | $256K |
| NorthRock Partners, LLC | 0.00% | New | 4,255 | $253K |
| Washington Trust Advisors, Inc. | 0.02% | Add +0.3% | 4,250 | $253K |
| Integrity Alliance, Llc. | 0.01% | New | 4,230 | $252K |
| Discipline Wealth Solutions, LLC | 0.05% | Reduce -65.7% | 4,220 | $251K |
| Flagstone Financial Management | 0.06% | No change | 4,113 | $245K |
| SilverOak Wealth Management LLC | 0.04% | No change | 4,094 | $244K |
| Drive Wealth Management, LLC | 0.05% | Add +0.0% | 4,081 | $243K |
| Gentry Private Wealth, LLC | 0.15% | No change | 4,050 | $241K |
| GoalVest Advisory LLC | 0.05% | New | 4,050 | $241K |
| Mokosak Advisory Group, LLC | 0.06% | Add +0.4% | 4,039 | $240K |
| Pacifica Partners Inc. | 0.11% | No change | 4,000 | $240K |
| Sagespring Wealth Partners, LLC | 0.00% | Add +1.5% | 4,027 | $240K |
| Core Wealth Management, Inc. | 0.07% | No change | 4,025 | $240K |
| Heffernan Advisory, Inc. | 0.23% | — | 4,006 | $239K |
| D'Orazio & Associates, Inc. | 0.03% | No change | 3,983 | $237K |
| Robinswood Financial LLC | 0.08% | Add +0.1% | 3,974 | $237K |
| Principal Securities, Inc. | 0.00% | Reduce -7.6% | 3,973 | $237K |
| Signal Advisors Wealth, LLC | 0.02% | New | 3,970 | $236K |
| Pettinga Financial Advisors LLC | 0.04% | No change | 3,956 | $236K |
| Nova R Wealth, Inc. | 0.09% | Add +0.4% | 3,936 | $234K |
| Summit Financial, LLC | 0.00% | Add +0.1% | 3,914 | $233K |
| Kovack Advisors, Inc. | 0.01% | New | 3,907 | $233K |
| GDS Wealth Management | 0.01% | Reduce -4.7% | 3,881 | $231K |
| FF Advisors,LLC | 0.10% | No change | 3,868 | $230K |
| Ironwood Financial, llc | 0.04% | No change | 3,653 | $228K |
| Franklin Resources Inc. | 0.00% | Add +0.4% | 3,801 | $226K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 3,800 | $226K |
| Prism Planning Partners LLC | 0.25% | — | 3,732 | $222K |
| Granite Bay Wealth Management, LLC | 0.05% | No change | 3,717 | $221K |
| Fermata Advisors, LLC | 0.05% | Add +0.4% | 3,715 | $221K |
| FFT Wealth Management LLC | 0.04% | No change | 3,709 | $221K |
| Oder Investment Management, LLC | 0.16% | New | 3,706 | $221K |
| Brookstone Capital Management | 0.00% | Reduce -77.8% | 3,670 | $219K |
| Ascent Group, LLC | 0.01% | Add +0.8% | 3,649 | $217K |
| Cypress Wealth Services, LLC | 0.03% | Add +0.1% | 3,640 | $217K |
| Washington Trust Bank | 0.02% | New | 3,640 | $217K |
| Americana Partners, LLC | 0.01% | New | 3,640 | $217K |
| Caldwell Trust Co | 0.02% | No change | 3,606 | $215K |
| Frazier Financial Advisors, LLC | 0.13% | No change | 3,605 | $215K |
| SLT Holdings LLC | 0.14% | No change | 3,565 | $212K |
| Integrity Investment Advisors, LLC | 0.12% | No change | 3,524 | $210K |
| Harbor Group, Inc. | 0.03% | Add +0.4% | 3,484 | $207K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 3,479 | $207K |
| Cadence Bank | 0.01% | Reduce -2.4% | 3,476 | $207K |
| Raffa Wealth Management, LLC | 0.03% | No change | 3,429 | $204K |
| Signature Equity Partners, LLC | 0.11% | — | 3,426 | $204K |
| Fisher Asset Management | 0.00% | Reduce -14.9% | 3,397 | $202K |
| Align Financial, LLC | 0.12% | — | 198,983 | $199K |
| SJS Investment Consulting Inc. | 0.03% | No change | 3,336 | $199K |
| Red Tortoise LLC | 0.08% | No change | 3,175 | $189K |
| Rothschild Investment LLC | 0.01% | No change | 3,123 | $186K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.2% | 2,936 | $175K |
| Prosperity Bancshares Inc | 0.15% | — | 2,733 | $163K |
| Hurley Capital, LLC | 0.09% | Reduce -27.1% | 2,547 | $152K |
| Princeton Global Asset Management LLC | 0.02% | No change | 2,500 | $149K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,499 | $149K |
| Motco | 0.01% | No change | 2,352 | $140K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -7.3% | 2,307 | $137K |
| BankChampaign, National Association | 0.14% | — | 38 | $137K |
| Abound Wealth Management | 0.03% | Add +41.9% | 2,298 | $137K |
| Investors Research Corp | 0.02% | No change | 2,238 | $133K |
| C M Bidwell & Associates Ltd. | 0.06% | Reduce -3.7% | 2,199 | $131K |
| Glassman Wealth Services | 0.02% | No change | 2,054 | $122K |
| S.A. Mason LLC | 0.05% | Reduce -28.3% | 2,029 | $121K |
| Operose Advisors LLC | 0.03% | New | 1,989 | $118K |
| UMB Bank, n.a. | 0.00% | No change | 1,983 | $118K |
| Tradewinds Capital Management, LLC | 0.02% | Add +221.3% | 1,645 | $98K |
| Coston, McIsaac & Partners | 0.02% | No change | 1,447 | $86K |
| Whittier Trust Co. | 0.00% | No change | 1,329 | $82K |
| Modus Advisors, LLC | 0.02% | New | 1,370 | $82K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,213 | $81K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 1,337 | $80K |
| Providence Capital Advisors, LLC | 0.01% | No change | 1,329 | $79K |
| Albion Financial Group | 0.00% | No change | 1,301 | $77K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,300 | $77K |
| Retirement Wealth Solutions LLC | 0.05% | No change | 1,237 | $74K |
| Marshall & Sterling Wealth Advisors Inc. | 0.05% | No change | 1,233 | $73K |
| Angeles Wealth Management, LLC | 0.00% | No change | 1,123 | $67K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 1,116 | $66K |
| Howe & Rusling Inc. | 0.00% | No change | 1,101 | $66K |
| CDKV Holdings LLC | 0.05% | — | 1,062 | $63K |
| Optima Capital LLC | 0.03% | New | 1,014 | $60K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -54.9% | 1,000 | $60K |
| Arax Advisory Partners | 0.00% | No change | 977 | $58K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 976 | $58K |
| Hantz Financial Services, Inc. | 0.00% | No change | 976 | $58K |
| CGC Financial Services, LLC | 0.01% | No change | 942 | $56K |
| Nemes Rush Group LLC | 0.00% | Add +9.9% | 875 | $52K |
| IAG Wealth Partners, LLC | 0.01% | No change | 852 | $51K |
| Timmons Wealth Management, LLC | 0.05% | — | 834 | $50K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 832 | $50K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 749 | $45K |
| Intelligent Financial Strategies | 0.02% | No change | 729 | $43K |
| McIlrath & Eck, LLC | 0.00% | Reduce -41.3% | 719 | $43K |
| WealthShield Partners, LLC | 0.00% | No change | 712 | $42K |
| Steph & Co. | 0.01% | No change | 711 | $42K |
| Financial Connections Group, Inc. | 0.01% | No change | 680 | $40K |
| Mascoma Wealth Management LLC | 0.01% | No change | 575 | $34K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -15.0% | 557 | $33K |
| Rossby Financial, LCC | 0.01% | Add +1.3% | 545 | $32K |
| Parallel Advisors, LLC | 0.00% | No change | 541 | $32K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 508 | $30K |
| Trust Co. of Toledo NA | 0.00% | No change | 497 | $30K |
| CoreFirst Bank & Trust | 0.01% | No change | 443 | $26K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 396 | $24K |
| Transce3nd, LLC | 0.19% | No change | 367 | $23K |
| United Community Bank | 0.01% | No change | 377 | $22K |
| Integrity Financial Corp | 0.01% | Reduce -53.0% | 369 | $22K |
| Creative Capital Management Investments LLC | 0.01% | No change | 356 | $21K |
| Gables Capital Management Inc. | 0.01% | No change | 319 | $19K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 309 | $18K |
| Pittenger & Anderson Inc. | 0.00% | New | 253 | $15K |
| Evermay Wealth Management LLC | 0.00% | No change | 170 | $10K |
| Truvestments Capital LLC | 0.00% | Add +0.6% | 163 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 135 | $8K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 119 | $7K |
| Wilkerson Advisory Group LLC | 0.00% | — | 116 | $7K |
| Westside Investment Management, Inc. | 0.00% | No change | 114 | $7K |
| Trust Co. of Vermont | 0.00% | No change | 57 | $3K |
| Trust Co | 0.00% | New | 44 | $3K |
| Winch Advisory Services, LLC | 0.00% | No change | 44 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 36 | $2K |
| Archer Investment Corp | 0.00% | No change | 35 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 31 | $2K |
| Qube Research & Technologies Ltd | 0.00% | New | 20 | $1K |
| Signaturefd, LLC | 0.00% | Reduce -99.9% | 1 | $60 |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -99.9% | 1 | $60 |
"% of holder's portfolio" is DFAT's weight in each manager's 13F, not the share of Dimensional US Target Value the manager owns.