Dimensional US Target ValueDFATETF
13F holders, Q1 2026 (March 31)821holders +28
55new positions
25sold out
3famous investors
$62.55avg. 13F price*
At the end of Q1 2026, 821 institutions reported holding Dimensional US Target Value (DFAT) in their 13F filings, up 28 from Q4 2025. 55 opened new positions and 25 sold out. The largest holders were Creative Planning ($844.4M), Focus Partners Wealth ($821.9M) and Forum Financial Management, LP ($646.3M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $43.9M |
| Exits | 25 | $49.3M |
All 13F filers, Q4 2025 → Q1 2026: 5,305,301 shares bought and 4,227,447 shares sold, net +1,077,854 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 821 holders
| Creative Planning | 0.57% | Reduce -1.4% | 13,521,487 | $844.4M |
| Focus Partners Wealth | 0.92% | Reduce -1.1% | 13,144,184 | $821.9M |
| Forum Financial Management, LP | 9.14% | Add +1.4% | 10,349,578 | $646.3M |
| Index Fund Advisors, Inc. | 17.94% | Reduce -0.9% | 6,383,799 | $398.7M |
| Focus Partners Advisor Solutions, LLC | 3.60% | Add +8.0% | 5,716,140 | $356.9M |
| Pure Financial Advisors, LLC | 4.99% | Add +3.5% | 5,517,252 | $344.6M |
| Savant Capital, LLC | 1.44% | Reduce -1.0% | 4,783,669 | $298.7M |
| EP Wealth Advisors, LLC | 1.32% | Add +2.8% | 4,301,015 | $268.6M |
| Jackson Thornton Wealth Management, LLC | 16.51% | Add +0.2% | 2,840,246 | $183.5M |
| Corient Private Wealth LP | 0.24% | Reduce -2.9% | 2,644,999 | $164.7M |
| Asset Dedication, LLC | 11.11% | Reduce -2.3% | 2,540,234 | $158.6M |
| Apella Capital, LLC | 2.10% | Add +29.3% | 2,132,827 | $141.3M |
| Raymond James Financial Inc. | 0.04% | Add +15.2% | 2,048,713 | $127.9M |
| HighTower Advisors, LLC | 0.12% | Reduce -2.6% | 1,800,523 | $112.4M |
| Trust Co of the South | 17.98% | Reduce -1.7% | 1,790,490 | $111.8M |
| Mercer Global Advisors Inc. | 0.14% | Add +9.0% | 1,552,638 | $97.0M |
| Bank of America Corp. | 0.01% | Add +17.3% | 1,531,232 | $95.6M |
| Earned Wealth Advisors, LLC | 6.24% | Add +2.6% | 1,495,511 | $93.4M |
| Great Oak Capital Partners, LLC | 21.56% | Add +2.5% | 1,432,301 | $92.7M |
| Truepoint, Inc. | 2.06% | Reduce -1.6% | 1,481,170 | $92.5M |
| Smartleaf Asset Management LLC | 3.30% | Add +5.1% | 1,491,922 | $91.3M |
| Plancorp, LLC | 2.56% | Reduce -3.1% | 1,394,118 | $90.1M |
| Sequoia Financial Advisors, LLC | 0.48% | Add +2.5% | 1,373,292 | $85.8M |
| Abacus Wealth Partners, LLC | 7.74% | Reduce -0.7% | 1,357,119 | $84.8M |
| LPL Financial LLC | 0.02% | Reduce -4.0% | 1,210,319 | $75.6M |
| Premier Financial Group | 12.74% | Reduce -0.2% | 1,186,639 | $74.8M |
| Cerity Partners LLC | 0.10% | Add +5.0% | 1,125,679 | $70.3M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -46.4% | 1,078,809 | $67.7M |
| Evanson Asset Management, LLC | 3.62% | Reduce -0.3% | 1,080,817 | $67.5M |
| Sensible Money, LLC | 20.30% | Add +4.7% | 1,068,341 | $66.7M |
| Allworth Financial LP | 0.27% | Add +3.9% | 1,047,209 | $65.4M |
| Team Hewins, LLC | 17.08% | Reduce -0.6% | 920,291 | $57.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.99% | Reduce -0.5% | 914,073 | $57.1M |
| Parkwoods Wealth Partners, LLC | 13.97% | Add +5.1% | 912,352 | $57.0M |
| Mariner, LLC | 0.06% | Add +1.9% | 854,684 | $53.4M |
| Great Waters Wealth Management | 5.64% | Add +3.6% | 853,409 | $53.3M |
| Bayshore Asset Management, LLC | 20.78% | Reduce -0.6% | 835,709 | $52.2M |
| Joel Isaacson & Co., LLC | 1.68% | Add +2.6% | 813,483 | $50.8M |
| RW Investment Management LLC | 4.61% | — | 762,703 | $47.6M |
| Phillips Financial Management, LLC | 3.43% | Reduce -6.1% | 757,816 | $47.3M |
| Three Arch Wealth Management LLC | 8.29% | Reduce -0.8% | 738,026 | $46.1M |
| Modera Wealth Management, LLC | 0.55% | Reduce -1.3% | 733,725 | $45.8M |
| Monograph Wealth Advisors, LLC | 4.33% | Add +4.6% | 731,710 | $45.7M |
| Sax Wealth Advisors, LLC | 2.19% | No change | 757,412 | $45.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.0% | 687,802 | $43.0M |
| Keb Asset Management, LLC | 8.23% | Reduce -0.4% | 687,667 | $42.9M |
| Cetera Investment Advisers | 0.04% | Add +4.1% | 650,733 | $40.6M |
| Tumwater Wealth Management, LLC | 15.79% | Reduce -0.4% | 628,735 | $39.3M |
| Jones Financial Companies LLLP | 0.02% | Add +43.0% | 633,944 | $39.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.2% | 625,136 | $38.3M |
| Richard Young Associates, Ltd. | 26.51% | Add +0.9% | 558,976 | $34.9M |
| Aspen Wealth Management LLC | 6.68% | Add +2.1% | 536,210 | $33.5M |
| EnRich Financial Partners LLC | 8.64% | Reduce -1.2% | 521,617 | $32.6M |
| Financial Harvest, LLC | 18.67% | Add +4.2% | 507,634 | $31.7M |
| Mosaic Family Wealth Partners, LLC | 3.12% | Add +1.2% | 488,594 | $30.5M |
| Beaird Harris Wealth Management, LLC | 2.06% | Reduce -2.4% | 484,876 | $30.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.57% | Reduce -4.5% | 483,448 | $30.2M |
| First Command Advisory Services, Inc. | 0.20% | Reduce -1.2% | 479,391 | $29.9M |
| TCI Wealth Advisors, Inc. | 1.56% | Reduce -1.5% | 470,810 | $29.4M |
| Planning Center, Inc. | 2.96% | Add +1.4% | 467,598 | $29.2M |
| Assetmark, Inc. | 0.06% | Add +2.1% | 467,017 | $29.2M |
| Confluence Wealth Services, Inc. | 1.11% | Add +7.2% | 457,022 | $28.5M |
| UBS Group AG | 0.01% | Add +2.6% | 452,454 | $28.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +5.3% | 451,757 | $28.2M |
| Summit Financial Strategies, Inc. | 2.20% | Add +8.2% | 446,289 | $27.9M |
| NorthAvenue LLC | 21.89% | Reduce -1.3% | 440,921 | $27.5M |
| AE Wealth Management LLC | 0.15% | Add +3.1% | 440,572 | $27.5M |
| Conrad Siegel Investment Advisors, Inc. | 4.97% | Add +3.1% | 440,537 | $27.5M |
| Babb Wealth Advisors LLC | 14.96% | Add +2.3% | 438,199 | $27.4M |
| Squire Investment Management Company, LLC | 7.52% | Reduce -0.0% | 433,098 | $27.0M |
| Watchman Group, Inc. | 6.51% | Reduce -0.5% | 430,509 | $26.9M |
| Allen Capital Group, LLC | 2.35% | Add +2.4% | 418,599 | $26.1M |
| Disciplined Equity Management, Inc. | 13.00% | Reduce -0.9% | 414,170 | $25.9M |
| TFC Financial Management, Inc. | 3.15% | Reduce -3.7% | 408,979 | $25.5M |
| Meritas Wealth Management, LLC | 11.44% | Reduce -1.3% | 405,032 | $25.3M |
| TFO Wealth Partners, LLC | 3.37% | Add +0.1% | 396,894 | $24.8M |
| Foster Group, Inc. | 0.73% | Reduce -1.9% | 394,234 | $24.6M |
| AQR Capital Management | 0.01% | Add +32.0% | 390,998 | $24.4M |
| Cambridge Financial Group, LLC | 8.24% | Add +10.9% | 390,016 | $24.4M |
| Lauterbach Financial Advisors, LLC | 11.88% | Reduce -1.7% | 389,508 | $24.3M |
| Exencial Wealth Advisors, LLC | 0.73% | Reduce -1.6% | 375,683 | $23.5M |
| Henrickson Nauta Wealth Advisors, Inc. | 6.55% | Reduce -47.5% | 373,958 | $23.4M |
| Elser Financial Planning, Inc | 1.11% | New | 369,253 | $22.9M |
| Betterment LLC | 0.04% | Add +2.6% | 366,700 | $22.9M |
| Master's Wealth Management Inc. | 7.71% | Add +0.6% | 364,328 | $22.8M |
| Sterling Wealth Management, Inc. | 6.24% | Add +4.0% | 364,224 | $22.7M |
| Guardian Wealth Management, LLC | 6.76% | Reduce -1.3% | 357,069 | $22.3M |
| Triune Financial Partners, LLC | 5.28% | Add +1.1% | 355,699 | $22.2M |
| Eclectic Associates Inc. | 2.90% | Add +20.4% | 349,645 | $21.8M |
| Visionary Wealth Advisors | 0.96% | Add +2.1% | 346,639 | $21.6M |
| Choreo, LLC | 0.27% | Reduce -2.2% | 345,563 | $21.6M |
| Tillman Hartley LLC | 5.34% | Reduce -1.4% | 340,562 | $21.3M |
| Pathstone Holdings, LLC | 0.08% | Reduce -17.3% | 336,665 | $21.0M |
| Kelly Financial Group LLC | 5.14% | Add +0.3% | 327,391 | $20.4M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -4.9% | 325,680 | $20.3M |
| Equitable Holdings, Inc. | 0.13% | Reduce -0.4% | 340,948 | $20.3M |
| RS Crum Inc. | 3.89% | Reduce -0.1% | 321,946 | $20.1M |
| Kilner Capital Advisors, LLC | 19.04% | Reduce -2.0% | 318,180 | $19.9M |
| Cardiff Park Advisors, LLC | 1.58% | Add +3.8% | 317,234 | $19.8M |
| Bridge Generations Wealth Management LLC | 11.12% | Add +3.0% | 310,500 | $19.4M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +4.1% | 307,099 | $19.2M |
| Truist Financial Corp. | 0.03% | Add +5.8% | 306,813 | $19.2M |
| Prism Advisors, Inc. | 5.05% | Reduce -6.6% | 303,139 | $18.9M |
| Keyes, Stange & Wooten Wealth Management, LLC | 8.35% | Add +3.1% | 299,441 | $18.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +43.5% | 298,819 | $18.7M |
| Dopkins Wealth Management, LLC | 7.46% | Reduce -10.4% | 297,224 | $18.6M |
| BlueSky Wealth Advisors, LLC | 2.37% | Reduce -0.3% | 294,502 | $18.4M |
| Atlantic Union Bankshares Corp | 0.35% | Add +0.3% | 294,144 | $18.4M |
| Rf&l Wealth Management, LLC | 13.55% | Reduce -0.8% | 289,809 | $18.1M |
| WPWealth LLP | 2.72% | Reduce -3.7% | 285,092 | $17.8M |
| Libra Wealth LLC | 4.93% | Reduce -6.4% | 280,077 | $17.5M |
| Aspen Capital Management, LLC | 4.29% | Reduce -5.3% | 277,274 | $17.3M |
| Tiller Private Wealth, Inc. | 6.12% | Add +2.0% | 275,994 | $17.2M |
| Royal Bank of Canada | 0.00% | Add +19.2% | 271,234 | $16.9M |
| Farther Finance Advisors, LLC | 0.16% | Add +18.5% | 268,647 | $16.8M |
| BlackRock, Inc. | 0.00% | Add +75.8% | 254,576 | $15.9M |
| Quantum Financial Advisors, LLC | 1.77% | Reduce -1.4% | 253,090 | $15.8M |
| D.A. Davidson & Co. | 0.10% | Add +31.3% | 253,054 | $15.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +49.8% | 250,961 | $15.7M |
| Park Avenue Securities LLC | 0.12% | Add +8.7% | 249,454 | $15.6M |
| Graver Capital Management, LLC | 11.69% | Add +5.3% | 246,466 | $15.4M |
| Morgan Stanley | 0.00% | Add +4.1% | 245,242 | $15.3M |
| Professional Financial Solutions LLC | 13.11% | Add +2.5% | 236,033 | $14.7M |
| Altiora Financial Group, LLC | 2.42% | Reduce -0.5% | 234,976 | $14.7M |
| McLean Asset Management Corp | 2.52% | Reduce -1.3% | 230,975 | $14.4M |
| OLIO Financial Planning | 3.98% | Add +1.7% | 230,282 | $14.4M |
| JDH Wealth Management, LLC | 9.39% | Reduce -1.4% | 222,944 | $13.9M |
| HMV Wealth Advisors, LLC | 6.50% | Reduce -1.5% | 221,567 | $13.8M |
| Navigoe, LLC | 8.17% | Reduce -1.9% | 221,400 | $13.8M |
| Ruedi Wealth Management, Inc. | 3.48% | Add +3.6% | 216,534 | $13.5M |
| ShankerValleau Wealth Advisors, Inc. | 3.79% | Add +1.2% | 215,344 | $13.4M |
| Larson Financial Group LLC | 0.43% | Reduce -6.5% | 214,991 | $13.4M |
| Wealth Management Nebraska | 1.36% | Reduce -0.6% | 214,986 | $13.4M |
| Fiduciary Financial Group, LLC | 1.74% | Add +4.8% | 210,687 | $13.2M |
| Andrews, Lucia Wealth Management LLC | 7.70% | Reduce -7.7% | 206,222 | $12.9M |
| Capstone Wealth Management, LLC | 8.83% | Reduce -0.2% | 202,801 | $12.7M |
| Mission Wealth Management, LP | 0.26% | Add +4.0% | 199,697 | $12.5M |
| Crestmont Private Wealth LLC | 3.83% | Add +2.8% | 194,754 | $12.2M |
| Navigation Group, LLC | 2.82% | — | 192,976 | $12.1M |
| Moisand Fitzgerald Tamayo, LLC | 1.28% | Reduce -2.5% | 190,210 | $11.9M |
| Aspiriant, LLC | 0.34% | Reduce -1.5% | 188,313 | $11.8M |
| Baker Tilly Wealth Management, LLC | 2.84% | Add +8.4% | 187,209 | $11.7M |
| Vestia Personal Wealth Advisors | 5.44% | Reduce -0.9% | 185,260 | $11.6M |
| Pinney & Scofield, Inc. | 6.06% | Reduce -0.4% | 179,854 | $11.2M |
| Spire Wealth Management | 0.38% | Add +1.3% | 178,309 | $11.1M |
| Robertson Stephens Wealth Management, LLC | 0.31% | Reduce -0.5% | 175,817 | $11.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -6.9% | 174,031 | $10.9M |
| MML Investors Services, LLC | 0.03% | Reduce -17.2% | 172,657 | $10.8M |
| Disciplined Investments, LLC | 3.81% | Add +3.6% | 170,123 | $10.6M |
| OMNI 360 Wealth, Inc. | 5.44% | Add +9.4% | 168,765 | $10.5M |
| Kings Path Partners LLC | 3.58% | Reduce -1.4% | 166,839 | $10.4M |
| Vance Wealth, LLC | 3.00% | Add +1.5% | 166,376 | $10.4M |
| New England Private Wealth Advisors LLC | 1.14% | Add +0.4% | 158,233 | $9.9M |
| Efficient Advisors, LLC | 0.69% | Reduce -6.1% | 155,140 | $9.7M |
| Pioneer Wealth Management Group | 2.69% | Add +6.7% | 153,733 | $9.6M |
| Legacy Financial Group, Inc. | 2.51% | Reduce -1.3% | 151,851 | $9.5M |
| Regions Financial Corp. | 0.06% | No change | 151,216 | $9.4M |
| Austin Asset Management Co Inc | 1.58% | Reduce -4.4% | 149,816 | $9.4M |
| Lutz Financial Services LLC | 0.63% | Reduce -1.8% | 149,514 | $9.3M |
| Pillar Financial Advisors, LLC | 5.42% | Reduce -0.3% | 148,439 | $9.3M |
| McKinley Carter Wealth Services, Inc. | 0.53% | Add +0.2% | 147,118 | $9.2M |
| Twin Cities Retirement Group LLC | 8.30% | Add +5.9% | 145,353 | $9.1M |
| American Investment Services, Inc. | 1.99% | Reduce -1.9% | 142,654 | $8.9M |
| Mather Group, Llc. | 0.09% | Reduce -5.7% | 141,760 | $8.9M |
| Gradient Capital Advisors, LLC | 2.24% | Reduce -1.4% | 138,540 | $8.7M |
| Captrust Financial Advisors | 0.02% | Reduce -7.1% | 138,435 | $8.6M |
| Strategic Investment Solutions, Inc. | 2.07% | Add +0.8% | 137,315 | $8.6M |
| Juncture Wealth Strategies, LLC | 2.85% | Reduce -3.9% | 136,618 | $8.5M |
| Vawter Financial, Ltd. | 3.56% | Reduce -9.0% | 135,612 | $8.5M |
| Liberty Wealth Management LLC | 1.05% | Reduce -2.0% | 134,174 | $8.4M |
| DiNuzzo Private Wealth, Inc. | 0.90% | Reduce -0.9% | 133,937 | $8.4M |
| City State Bank | 2.17% | Add +10.0% | 133,825 | $8.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +29.3% | 133,762 | $8.4M |
| Avondale Wealth Management | 4.10% | Add +4.2% | 133,485 | $8.3M |
| Scratch Capital LLC | 4.71% | Reduce -0.2% | 131,820 | $8.2M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +2.3% | 131,220 | $8.2M |
| Lakeshore Financial Planning, Inc. | 2.94% | Add +5.5% | 129,865 | $8.1M |
| Oppenheimer & Co. Inc. | 0.10% | Add +1.8% | 128,806 | $8.0M |
| Rather & Kittrell, Inc. | 1.22% | Reduce -1.4% | 126,465 | $7.9M |
| Mason Investment Advisory Services, Inc. | 0.35% | Add +0.0% | 120,255 | $7.5M |
| Annandale Capital, LLC | 1.23% | Reduce -1.1% | 119,543 | $7.5M |
| Sachem Hill LLC | 1.42% | Reduce -1.3% | 117,577 | $7.3M |
| Watershed Private Wealth LLC | 2.28% | Reduce -6.6% | 117,161 | $7.3M |
| Zhang Financial LLC | 0.25% | Reduce -11.8% | 116,225 | $7.3M |
| Capstone Wealth Management, Inc. | 5.93% | Add +11.0% | 111,193 | $7.0M |
| Parkshore Wealth Management, Inc. | 2.33% | Add +0.3% | 111,791 | $7.0M |
| Seneschal Advisors, LLC | 5.11% | Add +0.8% | 110,160 | $6.9M |
| Cwm, LLC | 0.02% | Add +10.3% | 106,634 | $6.7M |
| Valued Wealth Advisors LLC | 2.67% | Add +1.2% | 105,387 | $6.6M |
| FMB Wealth Management | 2.72% | Reduce -0.5% | 105,287 | $6.6M |
| Northwest Wealth Management, LLC | 0.98% | Add +1.1% | 104,585 | $6.5M |
| TAGStone Capital, Inc. | 2.30% | Add +1.1% | 104,131 | $6.5M |
| Ariadne Wealth Management, LP | 2.92% | Add +0.0% | 104,101 | $6.5M |
| M Holdings Securities, Inc. | 0.44% | No change | 103,174 | $6.5M |
| Arkadios Wealth Advisors | 0.11% | Add +51.2% | 103,070 | $6.4M |
| BWM Planning, LLC | 1.66% | Reduce -18.6% | 100,973 | $6.3M |
| Cogent Strategic Wealth LLC | 6.46% | Reduce -0.0% | 100,705 | $6.3M |
| Quantum Financial Planning Services, Inc. | 2.25% | Add +13.7% | 100,283 | $6.3M |
| Stifel Financial Corp. | 0.01% | Reduce -1.4% | 99,870 | $6.2M |
| Quantinno Capital Management LP | 0.01% | Reduce -7.1% | 99,342 | $6.2M |
| Ferguson Johnson Wealth Management Inc | 4.93% | Reduce -1.1% | 97,208 | $6.1M |
| Mills Wealth Advisors LLC | 2.09% | Add +5.7% | 95,923 | $6.0M |
| Claris Advisors, LLC / Mo / | 1.76% | Add +0.6% | 94,298 | $5.9M |
| TRB Wealth Management, LLC | 0.83% | — | 94,046 | $5.9M |
| Vestment Financial LLC | 2.76% | Reduce -0.8% | 88,049 | $5.9M |
| SwitchPoint Financial Planning, LLC | 3.91% | Add +0.1% | 92,239 | $5.8M |
| Greenspring Advisors, LLC | 0.35% | Reduce -0.8% | 91,887 | $5.7M |
| Weinberger Asset Management, Inc | 2.14% | Add +5.6% | 91,560 | $5.7M |
| Gibson Capital, LLC | 1.05% | Reduce -0.4% | 90,022 | $5.6M |
| Glassy Mountain Advisors, Inc. | 1.74% | Reduce -0.9% | 89,960 | $5.6M |
| NewEdge Advisors, LLC | 0.02% | Reduce -0.6% | 89,605 | $5.6M |
| CogentBlue Wealth Advisors, LLC | 3.74% | Reduce -1.4% | 89,185 | $5.6M |
| Cherry Tree Wealth Management, LLC | 1.17% | Reduce -2.2% | 88,565 | $5.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -18.5% | 87,765 | $5.5M |
| Burk Holdings LLC | 2.33% | Add +7.8% | 87,224 | $5.4M |
| Studio Investment Management LLC | 0.98% | Add +3.2% | 87,135 | $5.4M |
| 1900 Wealth Management LLC | 0.34% | Reduce -0.1% | 84,905 | $5.3M |
| Lionshead Wealth Management, LLC | 3.90% | Add +0.3% | 84,793 | $5.3M |
| Red Lighthouse Investment Management, LLC | 1.77% | Reduce -5.9% | 84,139 | $5.3M |
| Porter White Investment Advisors, Inc. | 2.10% | Reduce -0.7% | 83,822 | $5.2M |
| Shearwater Capital LLC | 2.69% | Reduce -0.4% | 82,111 | $5.1M |
| WorthPointe, LLC | 1.39% | Reduce -17.6% | 81,873 | $5.1M |
| Bragg Financial Advisors, Inc | 0.16% | Reduce -5.3% | 80,935 | $5.1M |
| Factor Wealth Management LTD | 0.95% | Reduce -9.1% | 80,653 | $5.0M |
| Passive Capital Management, LLC. | 1.47% | Add +2.4% | 78,863 | $4.9M |
| B&D White Capital Company, LLC | 0.61% | Reduce -18.4% | 78,515 | $4.9M |
| Broadhurst Jeffrey B | 5.01% | Reduce -1.8% | 78,209 | $4.9M |
| White Wing Wealth Management | 2.91% | Reduce -5.8% | 77,670 | $4.9M |
| Aviance Capital Partners, LLC | 0.56% | Add +8.6% | 77,195 | $4.8M |
| Fortitude Family Office, LLC | 1.07% | Add +10.4% | 76,054 | $4.7M |
| RTD Financial Advisors, Inc. | 0.58% | Reduce -6.3% | 75,872 | $4.7M |
| Verdence Capital Advisors LLC | 0.28% | No change | 75,635 | $4.7M |
| Bedel Financial Consulting, Inc. | 0.54% | Add +13.0% | 75,161 | $4.7M |
| BBR Partners, LLC | 0.26% | No change | 74,746 | $4.7M |
| SC&H Financial Advisors, Inc. | 0.70% | Reduce -2.1% | 74,591 | $4.7M |
| Walter & Keenan Wealth Management LLC /in/ | 1.31% | Add +10.4% | 74,273 | $4.6M |
| Integras Partners LLC | 3.04% | Add +1068.6% | 74,113 | $4.6M |
| Physician Wealth Solutions Inc. | 1.90% | No change | 73,487 | $4.6M |
| Total Clarity Wealth Management, Inc. | 1.06% | New | 72,272 | $4.5M |
| Private Wealth Management Group, LLC | 1.18% | Reduce -1.2% | 71,769 | $4.5M |
| Frankly Finances, LLC | 4.05% | No change | 71,580 | $4.5M |
| Ares Financial Consulting, LLC | 3.48% | Add +6.7% | 70,723 | $4.4M |
| Pacific Asset Management, LLC | 2.47% | Reduce -4.2% | 70,875 | $4.4M |
| Elevate Wealth Advisory, Inc. | 2.78% | Reduce -1.8% | 70,478 | $4.4M |
| Evensky & Katz LLC | 0.25% | Reduce -3.5% | 70,277 | $4.4M |
| Diversified Portfolios, Inc. | 0.36% | Reduce -2.2% | 69,706 | $4.4M |
| HB Wealth Management, LLC | 0.03% | Reduce -0.9% | 69,489 | $4.3M |
| Hill Investment Group Partners, LLC | 0.48% | No change | 69,156 | $4.3M |
| Level Financial Advisors | 1.10% | Reduce -0.8% | 69,063 | $4.3M |
| Rooted Wealth Advisors, Inc. | 1.10% | Add +59.2% | 62,624 | $4.2M |
| MAI Capital Management | 0.02% | Add +0.6% | 66,390 | $4.1M |
| InTrack Investment Management Inc | 2.33% | Reduce -2.9% | 65,437 | $4.1M |
| Belleair Asset Management, LLC | 3.69% | Add +0.6% | 64,770 | $4.0M |
| Klingman & Associates, LLC | 0.19% | Reduce -0.1% | 64,332 | $4.0M |
| Certified Advisory Corp | 0.36% | Add +11.9% | 63,785 | $4.0M |
| Burton Enright Welch | 0.53% | Add +0.1% | 62,318 | $3.9M |
| Vistica Wealth Advisors, LLC | 3.77% | Reduce -11.4% | 60,547 | $3.8M |
| Vantage Point Financial LLC | 1.32% | Reduce -1.5% | 60,386 | $3.8M |
| Compound Planning, Inc. | 0.11% | Add +11.1% | 59,415 | $3.7M |
| Pinnacle Financial Partners, Inc. | 0.03% | Add +1.6% | 59,166 | $3.7M |
| PW Advisors, LLC \ FL | 2.75% | Reduce -5.1% | 58,837 | $3.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.44% | Reduce -5.4% | 58,290 | $3.6M |
| Bank of Montreal | 0.00% | Add +185.6% | 58,048 | $3.6M |
| Live Oak Private Wealth LLC | 0.50% | No change | 57,751 | $3.6M |
| Signature Estate & Investment Advisors LLC | 0.07% | Reduce -0.5% | 57,707 | $3.6M |
| Thayer Financial, L.L.C. | 3.68% | Add +1.9% | 57,693 | $3.6M |
| EverSource Wealth Advisors, LLC | 0.11% | Add +1.0% | 57,372 | $3.6M |
| Morris Financial Concepts, Inc. | 1.22% | Add +7.7% | 57,316 | $3.6M |
| US Bancorp \de | 0.00% | Add +1.5% | 57,032 | $3.6M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.73% | Add +0.3% | 56,313 | $3.5M |
| Curio Wealth, LLC | 1.19% | Reduce -1.2% | 55,770 | $3.5M |
| Symmetry Partners, LLC | 0.20% | Reduce -5.0% | 55,267 | $3.5M |
| Johnson Wealth Management, LLC | 1.66% | Reduce -0.4% | 55,195 | $3.4M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +1.1% | 55,017 | $3.4M |
| Simplicity Wealth,LLC | 0.19% | Reduce -0.8% | 54,747 | $3.4M |
| Freedom Investment Management, Inc. | 1.01% | Reduce -1.5% | 54,391 | $3.4M |
| AG Asset Advisory, LLC | 2.81% | Add +18.1% | 54,241 | $3.4M |
| Generations Wealth, LLC | 3.26% | Add +12.5% | 53,732 | $3.4M |
| Forteris Wealth Management Inc. | 3.18% | Add +1.1% | 53,266 | $3.3M |
| CFS Investment Advisory Services, LLC | 0.23% | Reduce -28.5% | 49,814 | $3.3M |
| Kane Co Wealth Management, Inc. | 2.77% | Reduce -2.1% | 52,632 | $3.3M |
| Activest Wealth Management | 0.57% | Add +229.1% | 52,084 | $3.2M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -2.5% | 51,716 | $3.2M |
| Strategent Financial, LLC | 2.18% | Add +3.7% | 51,489 | $3.2M |
| Waverly Advisors, LLC | 0.02% | Add +275.1% | 50,716 | $3.2M |
| Merit Financial Group, LLC | 0.02% | Add +92.9% | 50,327 | $3.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -13.5% | 50,089 | $3.1M |
| Sound Portfolio Advisors, LLC | 2.50% | Reduce -0.6% | 49,374 | $3.1M |
| Natixis Advisors, LLC | 0.00% | Add +26.4% | 49,171 | $3.1M |
| RFG Advisory, LLC | 0.06% | Reduce -1.2% | 48,434 | $3.0M |
| BluePrint Investing LLC | 2.68% | Add +2.3% | 48,320 | $3.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +57.2% | 47,860 | $3.0M |
| Astra Wealth Partners LLC | 1.87% | Add +10.1% | 47,362 | $3.0M |
| Redwood Park Advisors LLC | 2.18% | Reduce -0.2% | 47,167 | $2.9M |
| Entelevest, LLC | 3.00% | Add +5.1% | 46,714 | $2.9M |
| Applied Capital LLC | 1.09% | No change | 46,620 | $2.9M |
| Aegis Wealth Management LLC | 1.65% | Add +0.3% | 46,178 | $2.9M |
| Beckerman Institutional, LLC | 1.53% | Add +3.7% | 46,131 | $2.9M |
| Werba Rubin Papier Wealth Management | 0.40% | Reduce -1.0% | 46,110 | $2.9M |
| XY Planning Network, Inc. | 0.44% | Reduce -12.7% | 44,333 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.2% | 43,234 | $2.7M |
| Summit Portfolio Management, LTD. | 1.73% | — | 42,991 | $2.7M |
| Tyche Wealth Partners LLC | 0.41% | Add +21.5% | 42,925 | $2.7M |
| Aerodigm Wealth, LLC | 1.00% | Reduce -1.6% | 42,592 | $2.7M |
| TruNorth Capital Management, LLC | 0.50% | No change | 41,892 | $2.6M |
| Sigma Planning Corp | 0.07% | Reduce -0.2% | 41,854 | $2.6M |
| True Wealth Design, LLC | 0.72% | Reduce -2.4% | 41,587 | $2.6M |
| Strathmore Capital Advisors, Inc. | 0.73% | Add +4.4% | 38,979 | $2.6M |
| Financial Consulate, Inc. | 0.32% | Reduce -1.2% | 41,354 | $2.6M |
| Walsh & Associates, LLC | 2.55% | Add +5.1% | 41,159 | $2.6M |
| Elevation Wealth Partners, LLC | 0.91% | Add +1.6% | 40,843 | $2.6M |
| Avant Financial Advisors LLC | 1.78% | Reduce -0.6% | 40,611 | $2.5M |
| FMR LLC | 0.00% | Add +31.2% | 40,308 | $2.5M |
| Bridgewater Advisors Inc. | 0.15% | Reduce -0.4% | 37,725 | $2.5M |
| Northern Trust Corp. | 0.00% | Reduce -48.9% | 39,325 | $2.5M |
| Avior Wealth Management, LLC | 0.07% | Add +31.4% | 39,013 | $2.4M |
| 3 Factor Indexing, LLC | 2.24% | — | 37,993 | $2.4M |
| Mutual Advisors, LLC | 0.05% | Add +1.5% | 37,771 | $2.4M |
| Money Concepts Capital Corp. | 0.13% | New | 37,762 | $2.4M |
| Midwest Trust Co | 0.03% | Reduce -5.1% | 37,235 | $2.3M |
| Investmark Advisory Group LLC | 0.99% | Reduce -1.5% | 37,000 | $2.3M |
| Hutchinson Capital Management | 0.42% | Add +5.8% | 36,531 | $2.3M |
| Rockwood Wealth Management, LLC | 0.16% | Reduce -3.4% | 36,207 | $2.3M |
| Glass Jacobson Investment Advisors llc | 0.77% | Add +4.4% | 35,904 | $2.2M |
| Grove Street Fiduciary, LLC | 0.98% | Reduce -0.5% | 35,801 | $2.2M |
| Rehmann Capital Advisory Group | 0.12% | Reduce -1.8% | 35,499 | $2.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.8% | 35,241 | $2.2M |
| International Private Wealth Advisors LLC | 1.33% | Add +19.6% | 34,801 | $2.2M |
| marrick wealth, LLC | 1.81% | Reduce -1.5% | 34,491 | $2.2M |
| Navigate Wealth Management, LLC | 1.49% | — | 32,069 | $2.1M |
| Abel Hall, LLC | 0.45% | Reduce -2.5% | 34,072 | $2.1M |
| Long Island Wealth Management, Inc. | 0.97% | Add +29.6% | 33,606 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -35.1% | 33,401 | $2.1M |
| Root Financial Partners, LLC | 0.10% | Add +21.4% | 33,339 | $2.1M |
| Cascade Financial Partners, LLC | 0.21% | Reduce -0.1% | 32,591 | $2.0M |
| Clark Asset Management, LLC | 0.19% | Add +8.3% | 32,541 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.7% | 32,502 | $2.0M |
| Heritage Investment Group, Inc. | 0.31% | Reduce -0.1% | 32,402 | $2.0M |
| Corus Family Wealth Advisors | 1.63% | Add +0.1% | 32,056 | $2.0M |
| Quarry Hill Advisors, LLC | 0.82% | Reduce -7.2% | 30,170 | $2.0M |
| Strategic Blueprint, LLC | 0.12% | Add +5.1% | 31,945 | $2.0M |
| Lam Group, Inc. | 1.08% | Add +6.3% | 31,596 | $2.0M |
| HBE Wealth Management, LLC | 1.72% | Reduce -7.2% | 31,516 | $2.0M |
| Caprock Group, LLC | 0.05% | Reduce -5.8% | 31,459 | $2.0M |
| ARK & TLK Investments, LLC | 0.53% | No change | 31,218 | $1.9M |
| Ponta Wealth Partners, LLC | 1.55% | Add +84.0% | 30,936 | $1.9M |
| New Dimensions Wealth Management, LLC | 1.62% | Reduce -0.3% | 30,451 | $1.9M |
| Lodestone Wealth Management LLC | 0.75% | Add +19.4% | 30,197 | $1.9M |
| Olistico Wealth, LLC | 0.91% | Add +21.3% | 29,712 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -32.1% | 28,442 | $1.8M |
| True North Advisors, LLC | 0.20% | No change | 28,257 | $1.8M |
| Financial Synergies Wealth Advisors, Inc. | 0.17% | Reduce -14.1% | 27,889 | $1.7M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.4% | 27,857 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +32.0% | 27,833 | $1.7M |
| Poinciana Advisors Group, LLC | 1.37% | No change | 27,735 | $1.7M |
| CarsonAllaria Wealth Management, Ltd. | 0.83% | Reduce -0.4% | 26,819 | $1.7M |
| Versant Capital Management, Inc | 0.16% | Reduce -2.0% | 26,681 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.9% | 26,647 | $1.7M |
| Pandowealth. LLC | 1.44% | Add +0.2% | 26,455 | $1.7M |
| BIP Wealth, LLC | 0.07% | Add +8.2% | 26,382 | $1.6M |
| Addison Advisors LLC | 0.36% | Add +1.9% | 26,349 | $1.6M |
| Verus Wealth Management, LLC | 1.51% | Reduce -0.8% | 26,113 | $1.6M |
| 25 LLC | 0.50% | Add +0.3% | 25,736 | $1.6M |
| Montag A & Associates Inc. | 0.07% | Add +1.1% | 25,353 | $1.6M |
| Legacy Capital Wealth Partners, LLC | 0.33% | Add +36.8% | 25,341 | $1.6M |
| Renasant Bank | 1.12% | No change | 25,324 | $1.6M |
| Meredith Wealth Planning | 0.43% | Add +5.2% | 25,175 | $1.6M |
| Melfa Wealth Management, Inc. | 0.90% | Add +9.4% | 24,995 | $1.6M |
| IFP Advisors, Inc | 0.03% | Add +46.0% | 24,754 | $1.5M |
| Vise Technologies, Inc. | 0.03% | No change | 25,946 | $1.5M |
| Curi Capital, LLC | 0.03% | Add +0.2% | 24,525 | $1.5M |
| IFG Advisors, LLC | 0.25% | No change | 24,489 | $1.5M |
| Aspirean Wealth, LLC | 1.65% | Reduce -0.0% | 24,392 | $1.5M |
| 55 North Private Wealth, LLC | 0.39% | No change | 24,331 | $1.5M |
| Legacy Financial Advisors, Inc. | 0.21% | Add +14.1% | 24,309 | $1.5M |
| Virtue Asset Management LLC | 1.23% | No change | 24,142 | $1.5M |
| BOS Asset Management, LLC | 0.39% | Reduce -0.8% | 24,099 | $1.5M |
| Triumph Capital Management | 0.31% | Add +20.1% | 24,059 | $1.5M |
| Wealth Enhancement Trust Services, Inc. | 0.18% | Reduce -1.6% | 23,904 | $1.5M |
| Tru Independence Asset Management 2, LLC | 0.91% | Reduce -1.4% | 23,682 | $1.5M |
| NerdWallet Wealth Partners, LLC | 0.64% | No change | 23,466 | $1.5M |
| Websterrogers Financial Advisors, LLC | 0.42% | Add +0.0% | 23,390 | $1.5M |
| Foundation Wealth Management, LLC\PA | 0.51% | Add +0.1% | 23,119 | $1.4M |
| Compass Advisory Group LLC | 0.38% | Add +13.5% | 23,018 | $1.4M |
| WealthCollab, LLC | 0.59% | No change | 22,975 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | No change | 22,606 | $1.4M |
| LJI Wealth Management, LLC | 0.22% | Reduce -63.4% | 22,307 | $1.4M |
| Silver Oak Securities, Incorporated | 0.10% | Reduce -0.6% | 22,257 | $1.4M |
| Balboa Wealth Partners | 0.23% | Reduce -12.3% | 22,211 | $1.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 22,140 | $1.4M |
| Kondo Wealth Advisors, Inc. | 0.52% | Add +0.1% | 22,095 | $1.4M |
| Krilogy Financial LLC | 0.04% | Add +0.0% | 21,123 | $1.4M |
| MSA Advisors, LLC | 0.41% | New | 21,687 | $1.4M |
| Bessemer Group Inc. | 0.00% | No change | 21,668 | $1.4M |
| Fiduciary Financial Advisors | 1.19% | — | 21,398 | $1.3M |
| Tobias Financial Advisors, Inc. | 0.19% | Reduce -17.6% | 21,364 | $1.3M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +28.5% | 21,225 | $1.3M |
| Sei Investments Co. | 0.00% | Add +29.5% | 20,971 | $1.3M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +26.9% | 20,549 | $1.3M |
| Vermillion Wealth Management, Inc. | 0.51% | Add +28.8% | 20,511 | $1.3M |
| Measured Wealth Private Client Group, LLC | 0.35% | Reduce -1.1% | 20,338 | $1.3M |
| L.K. Benson & Company, P.C. | 0.42% | Add +0.3% | 20,289 | $1.3M |
| Silver Oak Advisory Group, Inc. | 0.54% | Reduce -0.3% | 20,172 | $1.3M |
| Harbour Investments, Inc. | 0.02% | Add +152.5% | 20,039 | $1.3M |
| Black Swift Group, LLC | 0.22% | No change | 20,000 | $1.2M |
| Intergy Private Wealth, LLC | 0.36% | No change | 19,868 | $1.2M |
| Savvy Advisors, Inc. | 0.03% | Add +49.6% | 19,771 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Add +32.0% | 19,425 | $1.2M |
| 180 Wealth Advisors, LLC | 0.14% | Add +41.7% | 19,163 | $1.2M |
| Partners in Financial Planning | 0.20% | Add +0.2% | 19,138 | $1.2M |
| Integrity Wealth Solutions LLC | 0.47% | No change | 19,137 | $1.2M |
| McGrath & Associates, Inc. | 1.74% | Reduce -0.0% | 18,970 | $1.2M |
| Willner & Heller, LLC | 0.88% | Add +6.4% | 18,869 | $1.2M |
| Petersen Hastings Wealth Advisors Inc. | 0.11% | Reduce -0.6% | 18,685 | $1.2M |
| Vannoy Advisory Group, Inc. | 0.72% | Reduce -0.2% | 18,332 | $1.1M |
| Peirce Capital Management, LLC | 0.45% | Reduce -2.0% | 18,294 | $1.1M |
| Clear Creek Financial Management, LLC | 0.09% | Add +4.6% | 18,133 | $1.1M |
| Renaissance Technologies | 0.00% | New | 17,900 | $1.1M |
| BetterWealth, LLC | 0.22% | Reduce -3.3% | 17,746 | $1.1M |
| Fifth Third Bancorp | 0.00% | Add +65.1% | 17,620 | $1.1M |
| Axis Wealth Partners, LLC | 0.58% | Add +2.9% | 17,501 | $1.1M |
| Grand Wealth Management, LLC | 0.51% | Reduce -0.2% | 17,471 | $1.1M |
| Aurelius Family Office LLC | 0.47% | Reduce -4.7% | 17,369 | $1.1M |
| Wedmont Private Capital | 0.03% | Add +114.8% | 16,672 | $1.1M |
| Summit Financial, LLC | 0.01% | Add +339.1% | 17,186 | $1.1M |
| MB Generational Wealth, LLC | 0.59% | Reduce -1.6% | 17,130 | $1.1M |
| Kavar Capital Partners Group, LLC | 0.13% | No change | 16,876 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -78.6% | 16,808 | $1.0M |
| Wealthspan Partners, LLC | 0.37% | Add +2.8% | 16,772 | $1.0M |
| CENTRAL TRUST Co | 0.02% | Reduce -10.8% | 16,576 | $1.0M |
| Warwick Investment Management, Inc. | 0.15% | Add +0.3% | 16,281 | $1.0M |
| Centaurus Financial, Inc. | 0.05% | Add +12.4% | 16,182 | $1.0M |
| Roundview Capital LLC | 0.06% | No change | 16,169 | $1.0M |
| Trustmark Bank Trust Department | 0.06% | No change | 16,080 | $1.0M |
| Rialto Wealth Management, LLC | 0.22% | Add +151.4% | 15,928 | $995K |
| Keybank National Association | 0.00% | No change | 15,816 | $988K |
| &partners | 0.00% | Add +16.6% | 15,701 | $981K |
| rebel Financial LLC | 0.42% | Reduce -0.9% | 15,618 | $975K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -8.8% | 15,551 | $971K |
| Maripau Wealth Management LLC | 0.42% | Add +56.8% | 15,364 | $959K |
| Eaton Financial Holdings Company, LLC | 0.31% | Reduce -3.8% | 15,360 | $959K |
| Wells Fargo & Company | 0.00% | Add +211.7% | 15,097 | $943K |
| Beacon Financial Advisory LLC | 0.21% | Add +26.0% | 15,001 | $937K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.0% | 14,867 | $928K |
| Nautilus Advisors LLC | 0.64% | Add +8.7% | 14,846 | $927K |
| OneAscent Family Office, LLC | 0.64% | Reduce -65.6% | 14,720 | $919K |
| Falcon Wealth Planning | 0.06% | No change | 14,516 | $907K |
| Concentrum Wealth Management | 0.27% | Reduce -10.1% | 14,468 | $904K |
| Forza Wealth Management, LLC | 0.31% | Add +28.5% | 14,435 | $901K |
| Prudent Man Investment Management, Inc. | 0.30% | No change | 15,130 | $901K |
| Dakota Wealth Management | 0.02% | Reduce -8.4% | 14,178 | $885K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -3.9% | 13,286 | $882K |
| CVA Family Office, LLC | 0.09% | No change | 14,113 | $881K |
| Keebeck Wealth Management | 0.10% | No change | 14,040 | $877K |
| Financial Symmetry Inc | 0.31% | Add +8.4% | 12,982 | $872K |
| Stone Summit Wealth LLC | 0.24% | Reduce -1.1% | 13,959 | $872K |
| JFS Wealth Advisors, LLC | 0.05% | Add +0.0% | 13,939 | $871K |
| Pinnacle Bancorp, Inc. | 0.26% | No change | 13,902 | $868K |
| Medallion Wealth Advisors, LLC | 0.28% | Reduce -0.4% | 13,891 | $867K |
| Good Harbor Advisors, Inc. | 0.92% | New | 13,465 | $841K |
| SageView Advisory Group, LLC | 0.03% | Reduce -40.2% | 13,415 | $838K |
| Cloud Capital Management, LLC | 0.36% | Add +140.7% | 13,371 | $834K |
| Plante Moran Financial Advisors, LLC | 0.05% | Reduce -7.0% | 13,346 | $833K |
| Shira Ridge Wealth Management | 0.33% | Reduce -2.0% | 13,198 | $824K |
| Tandemgrowth Financial Advisors LLC | 0.78% | No change | 13,178 | $823K |
| Signet Financial Management, LLC | 0.09% | No change | 13,174 | $823K |
| Berger Financial Group, Inc | 0.05% | Reduce -0.6% | 13,166 | $822K |
| Balefire, LLC | 0.15% | New | 13,116 | $819K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -3.2% | 13,065 | $816K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.9% | 13,036 | $814K |
| WoodTrust Financial Corp | 0.10% | Add +20.7% | 12,851 | $803K |
| Donalies Financial Planning, LLC | 0.68% | Reduce -0.2% | 12,854 | $803K |
| Stratos Investment Management, LLC | 0.03% | Add +0.3% | 12,827 | $801K |
| BCR Wealth Strategies, LLC | 0.25% | No change | 12,802 | $799K |
| Safeguard Investment Advisory Group, LLC | 0.22% | Reduce -0.7% | 12,559 | $784K |
| Mattern Capital Management, LLC | 0.09% | Add +31.2% | 12,546 | $784K |
| Commerce Bank | 0.00% | Reduce -1.1% | 12,373 | $773K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 12,251 | $765K |
| Institute for Wealth Management, LLC. | 0.08% | Add +0.0% | 12,197 | $762K |
| Blue Trust, Inc. | 0.01% | Add +28.7% | 12,132 | $758K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.5% | 12,126 | $757K |
| Mgo One Seven LLC | 0.02% | No change | 12,089 | $755K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.3% | 12,062 | $753K |
| Evoke Wealth, LLC | 0.01% | No change | 12,041 | $752K |
| American Capital Advisory, LLC | 0.30% | Add +8.6% | 12,022 | $751K |
| WASHINGTON TRUST Co | 0.03% | No change | 11,993 | $749K |
| Vilga Financial Planning LLC | 0.67% | No change | 11,970 | $748K |
| CPA Asset Management Group, LLC | 0.25% | No change | 11,942 | $746K |
| Independent Financial Group, LLC | 0.02% | Add +14.6% | 11,878 | $742K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +0.0% | 11,791 | $736K |
| NCM Capital Management, LLC | 0.26% | Add +0.3% | 11,743 | $733K |
| Westmount Partners, LLC | 0.18% | Add +31.3% | 11,656 | $728K |
| Smith Chas P & Associates Pa Cpas | 0.04% | Reduce -0.2% | 11,624 | $726K |
| Cascade Wealth Advisors, Inc | 0.32% | Add +0.1% | 10,741 | $722K |
| PFG Advisors | 0.04% | Add +11.4% | 11,551 | $721K |
| Trailhead Planners LLC | 0.69% | No change | 11,476 | $717K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 11,314 | $707K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +139.8% | 11,146 | $696K |
| Ieq Capital, LLC | 0.00% | Add +0.1% | 11,084 | $692K |
| GenTrust, LLC | 0.03% | No change | 11,082 | $692K |
| BDFS Capital LLC | 0.33% | Reduce -3.1% | 11,029 | $689K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -21.1% | 11,011 | $688K |
| Approach Retirement Advisors, LLC | 0.56% | Add +0.1% | 10,787 | $674K |
| Strategic Financial Services, Inc. | 0.03% | No change | 10,658 | $666K |
| Focus Financial Network, Inc. | 0.02% | Add +1.3% | 10,533 | $658K |
| Wealth Management Strategies, Inc. | 0.29% | Add +0.3% | 10,413 | $650K |
| Lido Advisors, LLC | 0.00% | Reduce -10.8% | 10,386 | $649K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -3.7% | 10,357 | $647K |
| CreativeOne Wealth, LLC | 0.01% | Add +8.9% | 10,291 | $643K |
| McGlone Suttner Wealth Management, Inc. | 0.08% | No change | 10,183 | $636K |
| Keel Point, LLC | 0.04% | No change | 10,169 | $635K |
| Maseco LLP | 0.02% | Reduce -4.5% | 10,139 | $633K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.3% | 9,412 | $633K |
| Magnolia Capital Advisors LLC | 0.12% | Add +0.3% | 10,082 | $630K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 9,985 | $624K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 9,888 | $617K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 9,779 | $611K |
| RAM Investment Partners, LLC | 0.11% | Reduce -13.3% | 9,732 | $608K |
| Berkeley, Inc | 0.20% | Reduce -1.0% | 9,660 | $603K |
| Empower Advisory Group, LLC | 0.00% | Reduce -25.1% | 9,646 | $602K |
| Arista Wealth Management, LLC | 0.07% | No change | 9,636 | $602K |
| Rollins Financial Advisors, LLC | 0.09% | Add +9.3% | 9,607 | $600K |
| CWA Asset Management Group, LLC | 0.02% | No change | 9,470 | $591K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.3% | 9,432 | $589K |
| Mullaney, Keating & Wright, Inc. | 0.32% | Reduce -7.5% | 9,358 | $584K |
| AlphaCore Capital LLC | 0.01% | Add +0.0% | 9,342 | $583K |
| Simon Quick Advisors, LLC | 0.03% | Reduce -26.3% | 9,266 | $579K |
| Wedbush Securities Inc. | 0.02% | Reduce -3.4% | 9,191 | $574K |
| Secure Asset Management, LLC | 0.09% | No change | 9,100 | $568K |
| Correct Capital Wealth Management | 0.11% | No change | 9,033 | $564K |
| Five Oceans Advisors | 0.20% | Add +0.2% | 8,977 | $561K |
| Geneos Wealth Management Inc. | 0.01% | No change | 8,789 | $549K |
| Parkside Financial Bank & Trust | 0.04% | Add +16.5% | 8,747 | $546K |
| Alkeme Wealth, LLC | 0.22% | Add +0.3% | 8,723 | $545K |
| High Probability Advisors, LLC | 0.07% | No change | 8,672 | $542K |
| LBMC Investment Advisors, LLC | 0.03% | Add +0.2% | 8,610 | $538K |
| Accurate Wealth Management, LLC | 0.06% | Add +15.4% | 8,099 | $523K |
| NWK Group, Inc. | 0.20% | No change | 8,329 | $520K |
| Kathmere Capital Management, LLC | 0.03% | Reduce -1.2% | 8,322 | $520K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | No change | 8,317 | $519K |
| Monument Group Wealth Advisors, LLC | 0.29% | No change | 8,311 | $519K |
| West Wealth Group, LLC | 0.10% | New | 8,169 | $510K |
| Triad Wealth Partners, LLC | 0.04% | Reduce -11.6% | 8,153 | $509K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 8,128 | $508K |
| Nalls Sherbakoff Group, LLC | 0.37% | Add +2.9% | 8,063 | $504K |
| Modern Wealth Management, LLC | 0.01% | No change | 7,967 | $499K |
| Clayton Financial Group LLC | 0.25% | No change | 7,939 | $496K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.5% | 7,911 | $494K |
| J. Derek Lewis & Associates Inc. | 0.11% | Add +63.2% | 7,853 | $490K |
| Stevens Capital Partners | 0.12% | New | 7,853 | $490K |
| Composition Wealth, LLC | 0.01% | Reduce -0.9% | 7,647 | $478K |
| Integrity Alliance, Llc. | 0.02% | Add +80.5% | 7,635 | $477K |
| Brighton Jones LLC | 0.01% | New | 7,562 | $472K |
| Intrua Financial, LLC | 0.05% | No change | 7,558 | $472K |
| Ridgewood Investments LLC | 0.19% | — | 7,499 | $468K |
| Private Trust Co. NA | 0.04% | Reduce -1.4% | 7,485 | $467K |
| M.E. Allison & Co., Inc. | 0.31% | Add +0.0% | 7,445 | $465K |
| Okabena Investment Services Inc. | 0.09% | No change | 7,423 | $464K |
| Valmark Advisers, Inc. | 0.01% | Add +25.7% | 7,366 | $460K |
| Staley Capital Advisers Inc. | 0.02% | Add +0.3% | 7,359 | $460K |
| Old Peak Finance LLC | 0.27% | Add +0.7% | 7,309 | $456K |
| Colonial Trust Co / SC | 0.06% | Reduce -1.8% | 7,296 | $456K |
| Merited Wealth, LLC | 0.38% | Reduce -10.2% | 7,295 | $456K |
| Brown Advisory Inc. | 0.00% | Reduce -13.8% | 7,271 | $454K |
| Greenline Partners, LLC | 0.05% | Add +0.3% | 7,264 | $454K |
| Fortis Capital Advisors, LLC | 0.06% | No change | 7,211 | $450K |
| Belpointe Asset Management LLC | 0.02% | No change | 7,211 | $450K |
| Stolz & Associates, PS | 0.31% | Reduce -9.7% | 6,893 | $449K |
| Wick Capital Partners, LLC | 0.08% | No change | 7,174 | $448K |
| DBK Financial Counsel, LLC | 0.34% | No change | 7,150 | $447K |
| W1M Asset Management Ltd | 0.00% | No change | 7,145 | $446K |
| Benningfield Financial Advisors, LLC | 0.34% | Reduce -4.1% | 6,942 | $434K |
| Parkside Investments, LLC | 0.05% | No change | 6,881 | $430K |
| Oakworth Capital, Inc. | 0.02% | No change | 6,799 | $425K |
| St. Louis Trust Co | 0.05% | No change | 6,762 | $422K |
| Rowlandmiller & Partners.adv | 0.09% | No change | 6,748 | $421K |
| Murphy Pohlad Asset Management LLC | 0.15% | No change | 6,693 | $418K |
| Prospera Financial Services Inc | 0.01% | Add +4.6% | 6,673 | $417K |
| Well Done, LLC | 0.06% | No change | 6,623 | $414K |
| MBM Wealth Consultants, LLC | 0.09% | Reduce -7.4% | 6,551 | $409K |
| Geometric Wealth Advisors | 0.05% | No change | 6,522 | $407K |
| Mitchell Capital Management Co. | 0.07% | No change | 6,479 | $405K |
| Vertex Planning Partners, LLC | 0.08% | Add +12.7% | 6,456 | $403K |
| Busey Bank | 0.01% | No change | 6,446 | $403K |
| Fortis Advisors, LLC | 0.20% | Add +0.3% | 6,382 | $399K |
| First Financial Group Corp | 0.32% | No change | 6,300 | $393K |
| First Manhattan Co. Llc. | 0.00% | No change | 6,281 | $392K |
| Stage Harbor Financial, LLC | 0.26% | No change | 6,263 | $391K |
| Keener Financial Planning LLC | 0.16% | No change | 6,225 | $388K |
| BCO Wealth Management LLC | 0.23% | No change | 6,184 | $386K |
| HTG Investment Advisors, Inc. | 0.11% | No change | 6,118 | $382K |
| Corundum Group, Inc. | 0.13% | New | 6,081 | $380K |
| Diversify Wealth Management, LLC | 0.01% | New | 5,710 | $377K |
| Acorn Financial Advisory Services Inc. | 0.05% | No change | 6,001 | $375K |
| Sequent Asset Management, LLC | 0.18% | No change | 5,932 | $370K |
| Syverson Strege & Co | 0.09% | Add +0.3% | 5,926 | $370K |
| Verus Financial Partners, Inc. | 0.03% | No change | 5,678 | $369K |
| Wealth Advisors Northwest LLC | 0.15% | Add +0.2% | 5,913 | $369K |
| WMG Financial Advisors, LLC | 0.15% | Reduce -4.7% | 5,886 | $368K |
| Hartmann Taylor Wealth Management, LLC | 0.24% | No change | 5,819 | $363K |
| Accredited Investor Services, LLC | 0.23% | No change | 5,814 | $363K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.0% | 5,796 | $362K |
| Tranquility Partners, LLC | 0.14% | Add +2.1% | 5,738 | $358K |
| Advisory Services Network, LLC | 0.00% | Reduce -14.2% | 5,733 | $358K |
| Transcend Capital Advisors, LLC | 0.03% | No change | 5,720 | $357K |
| Whalen Wealth Management Inc. | 0.19% | Add +0.3% | 5,717 | $357K |
| Vision Capital Management, Inc. | 0.04% | No change | 5,699 | $356K |
| Collective Family Office LLC | 0.08% | No change | 5,658 | $353K |
| Oath Planning, LLC | 0.31% | Reduce -0.5% | 5,657 | $353K |
| Hanover Advisors Inc. | 0.14% | No change | 5,595 | $349K |
| Discipline Wealth Solutions, LLC | 0.04% | Add +32.2% | 5,579 | $348K |
| Pinnacle Associates Ltd. | 0.00% | Add +1.1% | 5,544 | $346K |
| Yoder Wealth Management, Inc. | 0.16% | No change | 5,541 | $346K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Add +1.1% | 5,514 | $344K |
| Venture Visionary Partners LLC | 0.01% | Add +0.0% | 5,498 | $343K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 5,506 | $343K |
| Everest Financial Group LLC | 0.06% | New | 5,459 | $341K |
| Amarillo National Bank | 0.06% | No change | 5,455 | $341K |
| Cypress Point Wealth Management, LLC | 0.07% | Reduce -1.3% | 5,407 | $338K |
| Signal Advisors Wealth, LLC | 0.02% | Add +34.4% | 5,336 | $333K |
| National Bank of Canada | 0.00% | No change | 5,324 | $332K |
| Goldstein Advisors, LLC | 0.04% | No change | 5,310 | $332K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 5,300 | $331K |
| Paragon Financial Partners, Inc. | 0.19% | No change | 5,082 | $331K |
| Cambient Family Office, LLC | 0.05% | No change | 5,288 | $330K |
| Accredited Investors Inc. | 0.02% | Add +22.7% | 5,279 | $330K |
| Towneley Capital Management, Inc / DE | 0.07% | Add +0.3% | 5,258 | $328K |
| Bannerstone Capital Management, LLC | 0.30% | Add +0.7% | 5,254 | $328K |
| NorthRock Partners, LLC | 0.01% | Add +23.0% | 5,233 | $327K |
| Mustard Seed Financial, LLC | 0.19% | No change | 5,204 | $325K |
| Peavine Capital, LLC | 0.07% | No change | 5,188 | $324K |
| Fiduciary Alliance LLC | 0.02% | Add +8.6% | 4,974 | $322K |
| FinDec Wealth Services, Inc. | 0.39% | Reduce -0.7% | 5,143 | $321K |
| Integrated Advisors Network LLC | 0.02% | Reduce -11.1% | 5,138 | $321K |
| Independent Advisor Alliance | 0.00% | New | 5,103 | $319K |
| VestGen Advisors, LLC | 0.01% | Reduce -3.9% | 4,750 | $315K |
| Moss Adams Wealth Advisors LLC | 0.02% | New | 5,022 | $314K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.3% | 5,022 | $314K |
| Angeles Wealth Management, LLC | 0.02% | Add +346.8% | 5,018 | $313K |
| Brookwood Investment Group LLC | 0.04% | Reduce -5.7% | 5,004 | $313K |
| McCartney Wealth Management LLC | 0.26% | No change | 4,978 | $311K |
| Blair William & Co. | 0.00% | Reduce -2.2% | 4,932 | $308K |
| Cathy Pareto & Associates, Inc. | 0.20% | Add +0.3% | 4,891 | $306K |
| Stonebridge Financial Group, LLC / MO | 0.26% | Add +10.2% | 4,868 | $304K |
| St Germain D J Co. Inc. | 0.01% | No change | 4,846 | $303K |
| Disciplined Investors, L.L.C. | 0.18% | Add +0.2% | 4,844 | $302K |
| Citizens Financial Group Inc. | 0.00% | Reduce -2.0% | 4,830 | $302K |
| Smith Partners Wealth Management, LLC | 0.27% | No change | 4,802 | $300K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -1.0% | 4,764 | $298K |
| Clarity Capital Advisors, LLC | 0.14% | No change | 4,697 | $293K |
| LongView Wealth Management | 0.07% | Reduce -68.1% | 4,500 | $293K |
| Gryphon Financial Partners LLC | 0.03% | No change | 4,686 | $293K |
| Third View Private Wealth, LLC | 0.04% | No change | 4,638 | $290K |
| Fisher Asset Management | 0.00% | Add +36.5% | 4,637 | $290K |
| Significant Wealth Partners LLC | 0.35% | No change | 4,611 | $288K |
| World Investment Advisors | 0.00% | New | 4,576 | $286K |
| Ellenbecker Investment Group | 0.04% | Add +0.1% | 4,575 | $286K |
| SCS Capital Management LLC | 0.00% | New | 4,457 | $278K |
| North Capital, Inc. | 0.23% | Add +0.3% | 4,428 | $277K |
| Destination Wealth Management | 0.01% | No change | 4,428 | $277K |
| Woodside Wealth Management LLC | 0.21% | No change | 4,320 | $270K |
| Accretive Wealth Partners, LLC | 0.08% | New | 4,316 | $270K |
| Kera Capital Partners, Inc. | 0.03% | New | 4,298 | $268K |
| GeoWealth Management, LLC | 0.01% | No change | 4,297 | $268K |
| Vident Advisory, LLC | 0.00% | No change | 4,296 | $268K |
| Kovack Advisors, Inc. | 0.01% | Add +9.2% | 4,268 | $267K |
| Key Financial Inc | 0.05% | Reduce -7.1% | 4,200 | $262K |
| Oder Investment Management, LLC | 0.20% | Add +13.2% | 4,195 | $262K |
| Crescent Grove Advisors, LLC | 0.03% | New | 4,144 | $259K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -2.6% | 4,139 | $258K |
| FF Advisors,LLC | 0.10% | No change | 3,868 | $258K |
| Flagstone Financial Management | 0.06% | No change | 4,113 | $257K |
| Cortland Associates Inc. | 0.04% | Reduce -16.0% | 4,105 | $256K |
| SilverOak Wealth Management LLC | 0.04% | No change | 4,094 | $256K |
| UMB Bank, n.a. | 0.00% | Add +106.3% | 4,091 | $255K |
| Drive Wealth Management, LLC | 0.05% | Add +0.1% | 4,083 | $255K |
| Mokosak Advisory Group, LLC | 0.06% | Add +0.3% | 4,053 | $253K |
| Sagespring Wealth Partners, LLC | 0.00% | Add +0.2% | 4,035 | $252K |
| Principal Securities, Inc. | 0.00% | Add +1.5% | 4,033 | $252K |
| Core Wealth Management, Inc. | 0.08% | No change | 4,025 | $251K |
| Winter & Associates, Inc. | 0.22% | Reduce -17.3% | 3,974 | $251K |
| Heffernan Advisory, Inc. | 0.23% | Add +0.3% | 4,018 | $251K |
| CGN Advisors LLC | 0.02% | Reduce -19.1% | 4,017 | $251K |
| Pacifica Partners Inc. | 0.08% | No change | 4,000 | $250K |
| D'Orazio & Associates, Inc. | 0.03% | No change | 3,983 | $249K |
| Robinswood Financial LLC | 0.08% | Add +0.1% | 3,978 | $248K |
| Two West Capital Advisors LLC | 0.13% | New | 3,742 | $247K |
| Nova R Wealth, Inc. | 0.08% | Add +0.3% | 3,949 | $247K |
| Brookstone Capital Management | 0.00% | Add +7.6% | 3,949 | $247K |
| Gentry Private Wealth, LLC | 0.15% | Reduce -3.7% | 3,900 | $244K |
| GoalVest Advisory LLC | 0.05% | Reduce -3.7% | 3,900 | $244K |
| GDS Wealth Management | 0.01% | No change | 3,881 | $242K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -79.1% | 3,867 | $241K |
| Nwam LLC | 0.01% | New | 3,828 | $239K |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 3,814 | $238K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 3,800 | $237K |
| Midland Wealth Advisors, LLC | 0.01% | Reduce -21.4% | 3,735 | $233K |
| Private Advisory Group LLC | 0.02% | New | 3,734 | $233K |
| Prism Planning Partners LLC | 0.28% | No change | 3,732 | $233K |
| Fermata Advisors, LLC | 0.05% | Add +0.3% | 3,727 | $233K |
| Granite Bay Wealth Management, LLC | 0.05% | No change | 3,717 | $232K |
| Western Wealth Management, LLC | 0.01% | New | 3,710 | $232K |
| FFT Wealth Management LLC | 0.04% | No change | 3,709 | $232K |
| Ironwood Financial, llc | 0.04% | No change | 3,653 | $228K |
| Cypress Wealth Services, LLC | 0.03% | Add +0.1% | 3,645 | $228K |
| Americana Partners, LLC | 0.01% | No change | 3,640 | $227K |
| Everhart Financial Group, Inc. | 0.02% | New | 3,636 | $227K |
| Caldwell Trust Co | 0.02% | No change | 3,606 | $225K |
| Frazier Financial Advisors, LLC | 0.12% | No change | 3,605 | $225K |
| Brooklyn Investment Group | 0.01% | New | 3,598 | $225K |
| SLT Holdings LLC | 0.16% | No change | 3,565 | $223K |
| Integrity Investment Advisors, LLC | 0.12% | No change | 3,524 | $220K |
| Ascent Group, LLC | 0.01% | Reduce -3.6% | 3,517 | $220K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 3,479 | $217K |
| Huntington National Bank | 0.00% | New | 3,442 | $215K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 3,428 | $214K |
| Harbor Group, Inc. | 0.03% | Reduce -1.8% | 3,422 | $214K |
| Align Financial, LLC | 0.12% | Reduce -98.3% | 3,342 | $209K |
| SJS Investment Consulting Inc. | 0.03% | No change | 3,336 | $208K |
| Balanced Rock Investment Advisors LLC | 0.15% | New | 3,323 | $208K |
| Raffa Wealth Management, LLC | 0.03% | Reduce -3.1% | 3,323 | $207K |
| Canal Capital Management, LLC | 0.03% | New | 3,319 | $207K |
| Weil Company, Inc. | 0.05% | New | 3,312 | $207K |
| Elmwood Wealth Management, Inc. | 0.06% | New | 3,296 | $206K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -45.7% | 3,291 | $206K |
| Novak & Powell Financial Services, Inc. | 0.11% | New | 3,290 | $205K |
| First Bancorp, Inc | 0.10% | New | 3,286 | $205K |
| 49 Wealth Management, LLC | 0.02% | New | 3,280 | $205K |
| One Day In July LLC | 0.02% | New | 3,277 | $205K |
| Marble Wealth, LLC | 0.04% | New | 3,271 | $204K |
| WestHill Financial Advisors, Inc. | 0.04% | New | 3,261 | $204K |
| Sage Rhino Capital LLC | 0.04% | New | 3,260 | $204K |
| Invariant Investment Management | 0.12% | New | 3,090 | $201K |
| Advyzon Investment Management, LLC | 0.02% | New | 3,207 | $200K |
| Financial Concepts Unlimited, Inc. | 0.18% | — | 3,204 | $200K |
| Red Tortoise LLC | 0.08% | No change | 3,175 | $198K |
| Rothschild Investment LLC | 0.01% | No change | 3,123 | $195K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 3,093 | $193K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.2% | 2,942 | $184K |
| Signature Equity Partners, LLC | 0.10% | Reduce -15.3% | 2,903 | $181K |
| Prosperity Bancshares Inc | 0.14% | No change | 2,733 | $171K |
| Operose Advisors LLC | 0.04% | Add +36.5% | 2,714 | $169K |
| Abound Wealth Management | 0.04% | Add +15.0% | 2,642 | $165K |
| Hurley Capital, LLC | 0.09% | Add +0.3% | 2,554 | $159K |
| Princeton Global Asset Management LLC | 0.03% | No change | 2,500 | $156K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,499 | $156K |
| Forum Finance Group S.A. | 0.08% | — | 3,070 | $155K |
| Motco | 0.01% | No change | 2,352 | $147K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +1.1% | 2,333 | $146K |
| Investors Research Corp | 0.03% | No change | 2,238 | $140K |
| C M Bidwell & Associates Ltd. | 0.06% | Reduce -3.8% | 2,115 | $132K |
| BankChampaign, National Association | 0.13% | Add +5328.9% | 2,063 | $129K |
| Glassman Wealth Services | 0.02% | No change | 2,054 | $128K |
| S.A. Mason LLC | 0.05% | No change | 2,029 | $127K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,991 | $124K |
| Tradewinds Capital Management, LLC | 0.02% | Add +0.2% | 1,649 | $103K |
| Clear Investment Research, LLC | 0.16% | New | 1,637 | $102K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +1168.9% | 1,510 | $94K |
| Coston, McIsaac & Partners | 0.02% | Reduce -3.2% | 1,401 | $87K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,383 | $86K |
| Whittier Trust Co. | 0.00% | No change | 1,329 | $84K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 1,337 | $83K |
| Providence Capital Advisors, LLC | 0.01% | No change | 1,329 | $83K |
| Albion Financial Group | 0.01% | No change | 1,301 | $81K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,300 | $81K |
| Arax Advisory Partners | 0.00% | Add +29.4% | 1,264 | $80K |
| JPL Wealth Management, LLC | 0.02% | New | 1,272 | $79K |
| Retirement Wealth Solutions LLC | 0.05% | No change | 1,237 | $77K |
| Marshall & Sterling Wealth Advisors Inc. | 0.05% | No change | 1,233 | $77K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,213 | $76K |
| John A. Wolfe & Associates, Inc. | 0.11% | New | 1,163 | $73K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 1,116 | $70K |
| Howe & Rusling Inc. | 0.00% | No change | 1,101 | $69K |
| Gill Capital Partners, LLC | 0.02% | New | 1,089 | $68K |
| CDKV Holdings LLC | 0.06% | No change | 1,062 | $66K |
| Global Trust Asset Management, LLC | 0.02% | No change | 1,000 | $62K |
| Nemes Rush Group LLC | 0.01% | Add +11.8% | 978 | $61K |
| Hantz Financial Services, Inc. | 0.00% | No change | 976 | $61K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 976 | $61K |
| CGC Financial Services, LLC | 0.02% | No change | 942 | $59K |
| Magnolia Wealth Management, LLC | 0.03% | New | 908 | $57K |
| Vanguard Advisers Inc. | 0.00% | — | 868 | $54K |
| IAG Wealth Partners, LLC | 0.01% | No change | 852 | $53K |
| Timmons Wealth Management, LLC | 0.05% | No change | 834 | $52K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 832 | $52K |
| Peterson Wealth Management | 0.03% | New | 816 | $51K |
| Parallel Advisors, LLC | 0.00% | Add +49.9% | 811 | $51K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 749 | $50K |
| WealthShield Partners, LLC | 0.01% | No change | 712 | $44K |
| Steph & Co. | 0.01% | No change | 711 | $44K |
| Financial Connections Group, Inc. | 0.01% | No change | 680 | $42K |
| Mascoma Wealth Management LLC | 0.01% | No change | 575 | $36K |
| Rossby Financial, LCC | 0.01% | Add +0.7% | 549 | $34K |
| Signature Resources Capital Management, LLC | 0.02% | Add +2.4% | 520 | $32K |
| Trust Co. of Toledo NA | 0.00% | No change | 497 | $31K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 500 | $31K |
| McIlrath & Eck, LLC | 0.00% | Reduce -37.7% | 448 | $28K |
| CoreFirst Bank & Trust | 0.01% | No change | 443 | $28K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 396 | $25K |
| United Community Bank | 0.01% | No change | 377 | $24K |
| DecisionPoint Financial, LLC | 0.01% | New | 371 | $23K |
| Transce3nd, LLC | 0.20% | No change | 367 | $23K |
| Community Financial Services Group, LLC | 0.00% | New | 357 | $22K |
| Creative Capital Management Investments LLC | 0.01% | No change | 356 | $22K |
| Gables Capital Management Inc. | 0.01% | No change | 319 | $20K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 309 | $19K |
| Westside Investment Management, Inc. | 0.00% | Add +163.2% | 300 | $19K |
| Pittenger & Anderson Inc. | 0.00% | No change | 253 | $16K |
| Evermay Wealth Management LLC | 0.00% | Add +2.4% | 174 | $11K |
| Truvestments Capital LLC | 0.00% | Add +0.6% | 164 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 135 | $8K |
| True Link Financial Advisors, LLC | 0.00% | New | 60 | $4K |
| Winch Advisory Services, LLC | 0.00% | No change | 44 | $3K |
| Trust Co | 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 |
| Sound Income Strategies, LLC | 0.00% | New | 13 | $820 |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 10 | $625 |
| Signaturefd, LLC | 0.00% | No change | 1 | $63 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 1 | $62 |
"% of holder's portfolio" is DFAT's weight in each manager's 13F, not the share of Dimensional US Target Value the manager owns.