Dimensional US Target ValueDFATETF
13F holders, Q2 2026 (June 30)861holders +40
64new positions
25sold out
4famous investors
$69.83avg. 13F price*
At the end of Q2 2026, 861 institutions reported holding Dimensional US Target Value (DFAT) in their 13F filings, up 40 from Q1 2026. 64 opened new positions and 25 sold out. The largest holders were Creative Planning ($930.0M), Focus Partners Wealth ($873.2M) and Forum Financial Management, LP ($725.8M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional US Target Value
- CUSIP
- 25434V609
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $42.2M |
| Exits | 25 | $12.5M |
All 13F filers, Q1 2026 → Q2 2026: 5,430,753 shares bought and 4,554,500 shares sold, net +876,253 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 861 holders
| Creative Planning | 0.54% | Reduce -1.6% | 13,305,154 | $930.0M |
| Focus Partners Wealth | 0.90% | Reduce -5.0% | 12,491,981 | $873.2M |
| Forum Financial Management, LP | 9.32% | Add +0.3% | 10,383,581 | $725.8M |
| Index Fund Advisors, Inc. | 17.56% | Reduce -0.9% | 6,328,437 | $442.4M |
| Pure Financial Advisors, LLC | 5.13% | Add +3.5% | 5,711,959 | $399.3M |
| Focus Partners Advisor Solutions, LLC | 3.34% | Reduce -1.5% | 5,632,475 | $393.7M |
| Savant Capital, LLC | 1.10% | Add +11.8% | 5,350,293 | $375.0M |
| EP Wealth Advisors, LLC | 1.27% | Add +10.5% | 4,751,916 | $332.2M |
| Jackson Thornton Wealth Management, LLC | 15.55% | Reduce -0.9% | 2,814,122 | $196.7M |
| Asset Dedication, LLC | 11.21% | Add +0.3% | 2,548,907 | $178.2M |
| Apella Capital, LLC | 2.04% | Reduce -2.6% | 2,077,701 | $144.1M |
| Raymond James Financial Inc. | 0.03% | Reduce -10.4% | 1,834,767 | $128.3M |
| Corient Private Wealth LP | 0.17% | Reduce -31.9% | 1,801,593 | $125.9M |
| HighTower Advisors, LLC | 0.12% | Reduce -0.8% | 1,785,984 | $124.8M |
| Trust Co of the South | 17.26% | Reduce -2.0% | 1,754,110 | $122.6M |
| Mercer Global Advisors Inc. | 0.15% | Add +8.3% | 1,681,761 | $117.6M |
| Bank of America Corp. | 0.01% | Add +5.7% | 1,618,758 | $113.2M |
| Earned Wealth Advisors, LLC | 6.80% | Add +0.7% | 1,505,769 | $105.3M |
| Smartleaf Asset Management LLC | 3.39% | No change | 1,491,922 | $104.2M |
| Truepoint, Inc. | 2.14% | Reduce -1.1% | 1,464,173 | $102.3M |
| Great Oak Capital Partners, LLC | 21.67% | Add +0.4% | 1,438,350 | $100.2M |
| Sequoia Financial Advisors, LLC | 0.49% | Add +1.3% | 1,391,428 | $97.3M |
| Cerity Partners LLC | 0.11% | Add +18.6% | 1,335,533 | $93.4M |
| LPL Financial LLC | 0.02% | Add +4.0% | 1,258,840 | $88.0M |
| Premier Financial Group | 16.63% | Reduce -0.3% | 1,182,811 | $82.7M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +9.2% | 1,178,115 | $79.6M |
| Sensible Money, LLC | 20.23% | Add +2.2% | 1,091,399 | $76.3M |
| Evanson Financial, LLC | 3.73% | — | 1,090,019 | $76.2M |
| Allworth Financial LP | 0.32% | Add +1.3% | 1,060,969 | $74.2M |
| Abacus Wealth Partners, LLC | 7.52% | Reduce -24.5% | 1,024,195 | $71.6M |
| Parkwoods Wealth Partners, LLC | 10.39% | Add +1.4% | 925,410 | $64.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.95% | Add +0.9% | 922,732 | $64.5M |
| Team Hewins, LLC | 17.55% | Reduce -0.3% | 917,911 | $64.2M |
| Great Waters Wealth Management | 5.75% | Add +4.1% | 888,357 | $62.1M |
| Jones Financial Companies LLLP | 0.02% | Add +33.6% | 846,849 | $59.2M |
| Assetmark, Inc. | 0.10% | Add +81.1% | 845,930 | $59.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +20.0% | 825,208 | $57.7M |
| Joel Isaacson & Co., LLC | 1.67% | Add +1.3% | 823,931 | $57.6M |
| Bayshore Asset Management, LLC | 20.40% | Reduce -2.3% | 816,647 | $57.1M |
| Mariner, LLC | 0.06% | Reduce -7.9% | 787,152 | $55.0M |
| Modera Wealth Management, LLC | 0.57% | Add +5.0% | 770,649 | $53.9M |
| Monograph Wealth Advisors, LLC | 4.34% | Add +3.4% | 756,908 | $52.9M |
| Plancorp, LLC | 1.29% | Reduce -45.6% | 758,035 | $52.8M |
| RW Investment Management LLC | 4.55% | Reduce -2.8% | 741,761 | $51.8M |
| Three Arch Wealth Management LLC | 7.84% | Reduce -1.0% | 730,943 | $51.1M |
| Phillips Financial Management, LLC | 3.65% | Reduce -6.0% | 712,667 | $49.8M |
| Sax Wealth Advisors, LLC | 1.97% | Add +2.4% | 775,382 | $48.4M |
| Keb Asset Management, LLC | 7.75% | Reduce -0.4% | 685,036 | $47.9M |
| Cetera Investment Advisers | 0.04% | Add +1.8% | 662,401 | $46.3M |
| JPMorgan Chase & Co. | 0.00% | Add +5.3% | 658,102 | $46.0M |
| Tumwater Wealth Management, LLC | 16.10% | Add +1.3% | 636,708 | $44.5M |
| Aspen Wealth Management LLC | 6.94% | Add +9.0% | 584,682 | $40.9M |
| Richard Young Associates, Ltd. | 25.95% | Reduce -0.1% | 558,629 | $39.0M |
| Confluence Wealth Services, Inc. | 1.11% | Add +21.3% | 554,562 | $38.8M |
| Financial Harvest, LLC | 15.55% | Add +6.0% | 538,074 | $37.6M |
| UBS Group AG | 0.01% | Add +17.0% | 529,301 | $37.0M |
| Mosaic Family Wealth Partners, LLC | 2.39% | Add +3.5% | 505,941 | $35.4M |
| EnRich Financial Partners LLC | 8.38% | Reduce -3.3% | 504,548 | $35.3M |
| Beaird Harris Wealth Management, LLC | 2.07% | Reduce -2.6% | 472,417 | $33.0M |
| Summit Financial Strategies, Inc. | 2.32% | Add +5.8% | 472,327 | $33.0M |
| Planning Center, Inc. | 3.08% | Reduce -0.1% | 467,301 | $32.7M |
| TCI Wealth Advisors, Inc. | 1.41% | Reduce -1.2% | 465,341 | $32.5M |
| Commonwealth Equity Services, LLC | 0.04% | Add +2.3% | 461,947 | $32.3M |
| NorthAvenue LLC | 22.79% | Add +3.2% | 455,179 | $31.8M |
| AE Wealth Management LLC | 0.15% | Add +3.2% | 454,658 | $31.8M |
| Babb Wealth Advisors LLC | 15.29% | Add +3.6% | 453,835 | $31.7M |
| AQR Capital Management | 0.01% | Add +14.5% | 447,591 | $31.3M |
| Conrad Siegel Investment Advisors, Inc. | 5.07% | Add +1.1% | 445,523 | $31.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.51% | Reduce -9.8% | 436,219 | $30.5M |
| Squire Investment Management Company, LLC | 7.27% | Reduce -0.2% | 432,120 | $30.2M |
| Watchman Group, Inc. | 6.74% | Add +0.3% | 431,658 | $30.2M |
| Disciplined Equity Management, Inc. | 13.28% | Add +3.6% | 429,100 | $30.0M |
| Allen Capital Group, LLC | 2.42% | Add +0.8% | 421,972 | $29.5M |
| TFC Financial Management, Inc. | 3.19% | Add +0.6% | 411,492 | $28.8M |
| Cambridge Financial Group, LLC | 8.93% | Add +4.0% | 405,762 | $28.4M |
| Meritas Wealth Management, LLC | 11.01% | Reduce -0.4% | 403,496 | $28.2M |
| Lauterbach Financial Advisors, LLC | 11.74% | Add +0.2% | 390,415 | $27.3M |
| First Command Advisory Services, Inc. | 0.16% | Reduce -19.3% | 387,111 | $27.0M |
| Foster Group, Inc. | 0.72% | Reduce -2.2% | 385,529 | $26.9M |
| Master's Wealth Management Inc. | 8.09% | Add +5.6% | 384,734 | $26.9M |
| Henrickson Nauta Wealth Advisors, Inc. | 6.55% | Add +2.9% | 384,676 | $26.9M |
| TFO Wealth Partners, LLC | 2.90% | Reduce -3.8% | 381,720 | $26.7M |
| Betterment LLC | 0.04% | Add +3.7% | 380,189 | $26.6M |
| Mission Wealth Management, LP | 0.33% | Add +86.9% | 373,158 | $26.1M |
| Eclectic Associates Inc. | 2.94% | Add +5.6% | 369,252 | $25.8M |
| Triune Financial Partners, LLC | 5.35% | Add +3.1% | 366,685 | $25.6M |
| Sterling Wealth Management, Inc. | 6.34% | Add +0.2% | 365,048 | $25.5M |
| Equitable Holdings, Inc. | 0.15% | Add +6.5% | 363,048 | $25.4M |
| Elser Financial Planning, Inc | 1.09% | Reduce -3.0% | 358,376 | $25.1M |
| Truist Financial Corp. | 0.03% | Add +15.8% | 355,243 | $24.8M |
| Guardian Wealth Management, LLC | 6.91% | Reduce -1.3% | 352,499 | $24.6M |
| BlackRock, Inc. | 0.00% | Add +37.4% | 349,809 | $24.5M |
| Visionary Wealth Advisors | 0.95% | Reduce -0.5% | 344,964 | $24.1M |
| Choreo, LLC | 0.26% | Reduce -0.6% | 343,578 | $24.0M |
| Tillman Hartley LLC | 5.21% | Reduce -2.5% | 331,926 | $23.2M |
| Kelly Financial Group LLC | 5.12% | Add +0.8% | 329,931 | $23.1M |
| RS Crum Inc. | 4.28% | Add +1.3% | 326,265 | $22.8M |
| Farther Finance Advisors, LLC | 0.18% | Add +21.0% | 325,065 | $22.7M |
| Kilner Capital Advisors, LLC | 19.11% | Add +0.5% | 319,755 | $22.3M |
| Atlantic Union Bankshares Corp | 0.37% | Add +7.2% | 315,251 | $22.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5.2% | 314,291 | $22.0M |
| Bridge Generations Wealth Management LLC | 11.09% | Add +0.3% | 311,403 | $21.8M |
| Cardiff Park Advisors, LLC | 1.67% | Reduce -2.9% | 307,986 | $21.5M |
| Crestmont Private Wealth LLC | 6.02% | Add +57.6% | 306,999 | $21.5M |
| D.A. Davidson & Co. | 0.12% | Add +20.7% | 305,344 | $21.3M |
| BlueSky Wealth Advisors, LLC | 2.47% | Add +3.6% | 304,985 | $21.3M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -7.0% | 302,749 | $21.2M |
| Keyes, Stange & Wooten Wealth Management, LLC | 8.42% | Add +0.8% | 301,743 | $21.1M |
| Beacon Pointe Advisors, LLC | 0.10% | Reduce -1.9% | 301,249 | $21.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +18.6% | 297,598 | $20.8M |
| Prism Advisors, Inc. | 4.99% | Reduce -3.0% | 293,957 | $20.5M |
| Dopkins Wealth Management, LLC | 7.44% | Reduce -1.5% | 292,783 | $20.5M |
| Rf&l Wealth Management, LLC | 13.67% | Reduce -0.3% | 288,960 | $20.2M |
| Park Avenue Securities LLC | 0.12% | Add +13.7% | 283,605 | $19.8M |
| Royal Bank of Canada | 0.00% | Add +2.3% | 277,525 | $19.4M |
| Libra Wealth LLC | 4.93% | Reduce -1.4% | 276,118 | $19.3M |
| Aspen Capital Management, LLC | 4.23% | Reduce -1.1% | 274,326 | $19.2M |
| Tiller Private Wealth, Inc. | 5.99% | Reduce -0.8% | 273,681 | $19.1M |
| Pathstone Holdings, LLC | 0.06% | Reduce -18.9% | 273,030 | $19.1M |
| WPWealth LLP | 2.62% | Reduce -11.5% | 252,326 | $17.6M |
| Quantum Financial Advisors, LLC | 1.74% | Reduce -0.6% | 251,645 | $17.6M |
| Morgan Stanley | 0.00% | Add +0.0% | 245,275 | $17.1M |
| Professional Financial Solutions LLC | 12.90% | Add +0.7% | 237,571 | $16.6M |
| Graver Capital Management, LLC | 11.74% | Reduce -4.3% | 235,845 | $16.5M |
| Altiora Financial Group, LLC | 2.59% | Reduce -0.1% | 234,704 | $16.4M |
| OLIO Financial Planning | 4.05% | Add +1.5% | 233,804 | $16.3M |
| McLean Asset Management Corp | 2.12% | Reduce -1.9% | 226,497 | $16.0M |
| Fiduciary Financial Group, LLC | 1.79% | Add +7.1% | 225,571 | $15.8M |
| HMV Wealth Advisors, LLC | 6.03% | Add +0.0% | 221,622 | $15.5M |
| Navigoe, LLC | 8.07% | Reduce -0.3% | 220,712 | $15.4M |
| JDH Wealth Management, LLC | 9.27% | Reduce -2.3% | 217,913 | $15.2M |
| Wealth Management Nebraska | 1.33% | Reduce -1.0% | 212,794 | $14.9M |
| Ruedi Wealth Management, Inc. | 3.49% | Reduce -1.8% | 212,725 | $14.9M |
| ShankerValleau Wealth Advisors, Inc. | 3.85% | Reduce -2.8% | 209,327 | $14.6M |
| Andrews, Lucia Wealth Management LLC | 7.53% | Reduce -0.2% | 205,886 | $14.4M |
| Osaic Holdings, Inc. | 0.02% | Add +17.2% | 203,905 | $14.3M |
| Kings Path Partners LLC | 3.79% | Add +22.1% | 203,733 | $14.2M |
| Capstone Wealth Management, LLC | 6.36% | Reduce -3.4% | 195,951 | $13.7M |
| Navigation Group, LLC | 2.65% | Add +0.8% | 194,545 | $13.6M |
| Aspiriant, LLC | 0.33% | No change | 188,313 | $13.2M |
| Moisand Fitzgerald Tamayo, LLC | 1.28% | Reduce -1.6% | 187,138 | $13.1M |
| Vestia Personal Wealth Advisors | 5.06% | Reduce -0.0% | 185,194 | $12.9M |
| Spire Wealth Management | 0.38% | Add +1.7% | 181,348 | $12.7M |
| Larson Financial Group LLC | 0.33% | Reduce -15.7% | 181,265 | $12.7M |
| Disciplined Investments, LLC | 4.07% | Add +5.9% | 180,235 | $12.6M |
| Pinney & Scofield, Inc. | 6.07% | Reduce -1.2% | 177,700 | $12.4M |
| Baker Tilly Wealth Management, LLC | 2.66% | Reduce -5.1% | 177,635 | $12.4M |
| Robertson Stephens Wealth Management, LLC | 0.30% | Add +0.2% | 176,118 | $12.3M |
| Vance Wealth, LLC | 2.63% | Add +0.4% | 167,087 | $11.7M |
| Pioneer Wealth Management Group | 2.81% | Add +8.1% | 166,160 | $11.6M |
| MML Investors Services, LLC | 0.02% | Reduce -6.3% | 161,696 | $11.3M |
| New England Private Wealth Advisors LLC | 1.06% | Reduce -2.0% | 154,990 | $10.9M |
| McKinley Carter Wealth Services, Inc. | 0.56% | Add +5.4% | 155,004 | $10.8M |
| Regions Financial Corp. | 0.06% | Add +0.0% | 151,219 | $10.6M |
| OMNI 360 Wealth, Inc. | 4.84% | Reduce -11.2% | 149,852 | $10.5M |
| Lutz Financial Services LLC | 0.63% | Reduce -0.7% | 148,452 | $10.4M |
| Pillar Financial Advisors, LLC | 5.42% | Reduce -0.1% | 148,338 | $10.4M |
| Legacy Financial Group, Inc. | 2.40% | Reduce -3.0% | 147,297 | $10.3M |
| Austin Asset Management Co Inc | 1.46% | Reduce -2.2% | 146,543 | $10.2M |
| Avondale Wealth Management | 4.17% | Add +9.6% | 146,346 | $10.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +6.6% | 142,535 | $10.0M |
| American Investment Services, Inc. | 2.10% | Reduce -0.1% | 142,440 | $10.0M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +8.3% | 142,098 | $9.9M |
| Strategic Investment Solutions, Inc. | 2.26% | Add +3.1% | 141,622 | $9.9M |
| City State Bank | 2.27% | Add +5.8% | 141,574 | $9.9M |
| Twin Cities Retirement Group LLC | 8.32% | Reduce -4.4% | 139,004 | $9.7M |
| Mather Group, Llc. | 0.08% | Reduce -3.3% | 137,045 | $9.6M |
| Juncture Wealth Strategies, LLC | 2.49% | Add +0.2% | 136,848 | $9.6M |
| Gradient Capital Advisors, LLC | 2.18% | Reduce -2.8% | 134,622 | $9.4M |
| Highland Investment Advisors LLC | 4.10% | — | 134,493 | $9.4M |
| Vawter Financial, Ltd. | 3.50% | Reduce -2.0% | 132,896 | $9.3M |
| Scratch Capital LLC | 4.57% | Add +0.0% | 131,831 | $9.2M |
| DiNuzzo Private Wealth, Inc. | 0.91% | Reduce -1.7% | 131,670 | $9.2M |
| Lakeshore Financial Planning, Inc. | 2.89% | Reduce -1.1% | 128,433 | $9.0M |
| Captrust Financial Advisors | 0.01% | Reduce -7.3% | 128,258 | $9.0M |
| Annandale Capital, LLC | 1.33% | Add +7.2% | 128,199 | $9.0M |
| Oppenheimer & Co. Inc. | 0.10% | Reduce -1.1% | 127,321 | $8.9M |
| Quantinno Capital Management LP | 0.01% | Add +27.0% | 126,195 | $8.8M |
| Timonier Family Office, LTD. | 2.48% | — | 125,860 | $8.8M |
| Rather & Kittrell, Inc. | 1.21% | Reduce -2.4% | 123,490 | $8.6M |
| Mason Investment Advisory Services, Inc. | 0.32% | Add +0.2% | 120,467 | $8.4M |
| Quantum Financial Planning Services, Inc. | 2.61% | Add +20.1% | 120,431 | $8.4M |
| Liberty Wealth Management LLC | 1.05% | No change | 134,174 | $8.4M |
| Arkadios Wealth Advisors | 0.13% | Add +15.1% | 118,676 | $8.3M |
| Sachem Hill LLC | 1.46% | Reduce -0.3% | 117,220 | $8.2M |
| Capstone Wealth Management, Inc. | 6.03% | Add +3.0% | 114,468 | $8.0M |
| Watershed Private Wealth LLC | 2.25% | Reduce -2.6% | 114,095 | $8.0M |
| TAGStone Capital, Inc. | 2.42% | Add +4.6% | 108,877 | $7.6M |
| Parkshore Wealth Management, Inc. | 2.15% | Reduce -4.3% | 107,010 | $7.5M |
| Seneschal Advisors, LLC | 5.11% | Reduce -3.0% | 106,795 | $7.5M |
| FMB Wealth Management | 2.65% | Reduce -2.0% | 103,198 | $7.2M |
| Ariadne Wealth Management, LP | 3.18% | Reduce -1.1% | 103,000 | $7.2M |
| BWM Planning, LLC | 1.66% | Add +1.5% | 102,496 | $7.2M |
| Northwest Wealth Management, LLC | 0.94% | Reduce -2.2% | 102,290 | $7.2M |
| Valued Wealth Advisors LLC | 2.56% | Reduce -4.3% | 100,807 | $7.0M |
| Mills Wealth Advisors LLC | 2.22% | Add +5.0% | 100,698 | $7.0M |
| Weinberger Asset Management, Inc | 2.23% | Add +7.5% | 98,455 | $7.0M |
| Stifel Financial Corp. | 0.01% | Reduce -0.6% | 99,318 | $6.9M |
| NewEdge Advisors, LLC | 0.02% | Add +10.6% | 99,069 | $6.9M |
| Cogent Strategic Wealth LLC | 6.48% | Reduce -3.5% | 97,208 | $6.8M |
| Ferguson Johnson Wealth Management Inc | 4.92% | Reduce -0.6% | 96,606 | $6.8M |
| Axxcess Wealth Management, LLC | 0.11% | New | 96,061 | $6.7M |
| SwitchPoint Financial Planning, LLC | 3.73% | Add +0.1% | 92,368 | $6.5M |
| Vestment Financial LLC | 2.88% | Add +5.4% | 92,817 | $6.4M |
| Claris Advisors, LLC / Mo / | 1.68% | Reduce -2.7% | 91,789 | $6.4M |
| Bedel Financial Consulting, Inc. | 0.61% | Add +20.7% | 90,713 | $6.3M |
| Greenspring Advisors, LLC | 0.35% | Reduce -1.3% | 90,699 | $6.3M |
| Studio Investment Management LLC | 1.07% | Add +3.9% | 90,520 | $6.3M |
| Gibson Capital, LLC | 1.02% | Reduce -1.1% | 88,993 | $6.2M |
| Glassy Mountain Advisors, Inc. | 1.69% | Reduce -2.0% | 88,166 | $6.2M |
| Cherry Tree Wealth Management, LLC | 1.16% | Reduce -0.7% | 87,969 | $6.1M |
| Lionshead Wealth Management, LLC | 3.95% | Add +2.7% | 87,115 | $6.1M |
| WorthPointe, LLC | 1.53% | Add +6.3% | 87,024 | $6.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.9% | 86,953 | $6.1M |
| CogentBlue Wealth Advisors, LLC | 3.47% | Reduce -2.8% | 86,651 | $6.1M |
| Private Advisor Group, LLC | 0.03% | Add +98.8% | 85,938 | $6.0M |
| Burk Holdings LLC | 2.19% | Reduce -3.0% | 84,639 | $5.9M |
| Maryland Capital Advisors Inc. | 1.89% | — | 84,406 | $5.9M |
| 1900 Wealth Management LLC | 0.33% | Reduce -1.2% | 83,906 | $5.9M |
| Platform Wealth Management, LLC | 2.13% | — | 83,404 | $5.8M |
| Red Lighthouse Investment Management, LLC | 1.73% | Reduce -1.3% | 83,077 | $5.8M |
| Shearwater Capital LLC | 2.74% | No change | 82,111 | $5.7M |
| Porter White Investment Advisors, Inc. | 2.20% | Reduce -2.6% | 81,639 | $5.7M |
| HB Wealth Management, LLC | 0.03% | Add +17.4% | 81,546 | $5.7M |
| Aviance Capital Partners, LLC | 0.58% | Add +4.4% | 80,609 | $5.6M |
| Factor Wealth Management LTD | 0.84% | Reduce -1.2% | 79,675 | $5.6M |
| MAI Capital Management | 0.02% | Add +19.4% | 79,250 | $5.5M |
| B&D White Capital Company, LLC | 0.54% | Reduce -1.7% | 77,213 | $5.4M |
| Bragg Financial Advisors, Inc | 0.14% | Reduce -4.7% | 77,148 | $5.4M |
| White Wing Wealth Management | 2.79% | Reduce -1.6% | 76,449 | $5.3M |
| Certified Advisory Corp | 0.43% | Add +19.4% | 76,187 | $5.3M |
| Walter & Keenan Wealth Management LLC /in/ | 1.31% | Add +1.8% | 75,642 | $5.3M |
| Verdence Capital Advisors LLC | 0.28% | No change | 75,635 | $5.3M |
| RTD Financial Advisors, Inc. | 0.58% | Reduce -0.4% | 75,562 | $5.3M |
| BBR Partners, LLC | 0.24% | Reduce -0.1% | 74,672 | $5.2M |
| SC&H Financial Advisors, Inc. | 0.69% | Add +0.0% | 74,620 | $5.2M |
| Physician Wealth Solutions Inc. | 1.94% | Reduce -0.3% | 73,270 | $5.1M |
| Fortitude Family Office, LLC | 1.00% | Reduce -3.8% | 73,148 | $5.1M |
| Integras Partners LLC | 2.82% | Reduce -1.5% | 73,026 | $5.1M |
| Total Clarity Wealth Management, Inc. | 0.97% | Reduce -0.9% | 71,642 | $5.0M |
| Frankly Finances, LLC | 3.95% | No change | 71,580 | $5.0M |
| Evensky & Katz LLC | 0.26% | Add +1.4% | 71,295 | $5.0M |
| Ares Financial Consulting, LLC | 3.57% | Add +0.6% | 71,147 | $5.0M |
| Pacific Asset Management, LLC | 2.43% | Reduce -0.2% | 70,727 | $4.9M |
| Woodward Financial Advisors, Inc. | 1.64% | — | 70,151 | $4.9M |
| Diversified Portfolios, Inc. | 0.35% | No change | 69,706 | $4.9M |
| Private Wealth Management Group, LLC | 1.13% | Reduce -3.3% | 69,376 | $4.8M |
| Level Financial Advisors | 1.08% | Add +0.3% | 69,302 | $4.8M |
| Hill Investment Group Partners, LLC | 0.49% | Reduce -0.3% | 68,978 | $4.8M |
| Broadhurst Jeffrey B | 10.25% | Reduce -11.8% | 68,950 | $4.8M |
| Rooted Wealth Advisors, Inc. | 1.18% | Add +9.7% | 68,695 | $4.8M |
| Elevate Wealth Advisory, Inc. | 2.72% | Reduce -3.2% | 68,249 | $4.8M |
| Natixis Advisors, LLC | 0.01% | Add +35.4% | 66,577 | $4.7M |
| Passive Capital Management, LLC. | 1.43% | Reduce -2.4% | 76,992 | $4.6M |
| Belleair Asset Management, LLC | 3.80% | Reduce -0.2% | 64,613 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +139.6% | 63,856 | $4.5M |
| Zhang Financial LLC | 0.13% | Reduce -45.5% | 63,378 | $4.4M |
| InTrack Investment Management Inc | 2.19% | Reduce -3.2% | 63,336 | $4.4M |
| Susquehanna International Group, LLP | 0.00% | New | 62,913 | $4.4M |
| Klingman & Associates, LLC | 0.19% | Reduce -2.3% | 62,861 | $4.4M |
| Citadel Advisors | 0.00% | New | 61,671 | $4.3M |
| Burton Enright Welch | 0.50% | Reduce -2.6% | 60,666 | $4.2M |
| Vantage Point Financial LLC | 1.28% | Reduce -0.8% | 59,930 | $4.2M |
| Pinnacle Financial Partners, Inc. | 0.03% | Add +0.5% | 59,452 | $4.2M |
| Compound Planning, Inc. | 0.11% | Reduce -0.4% | 59,182 | $4.1M |
| Vistica Wealth Advisors, LLC | 3.57% | Reduce -2.5% | 59,060 | $4.1M |
| Thayer Financial, L.L.C. | 3.74% | Add +1.9% | 58,801 | $4.1M |
| Walsh & Associates, LLC | 3.34% | Add +42.1% | 58,493 | $4.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.45% | Reduce -0.4% | 58,053 | $4.1M |
| Bank of Montreal | 0.00% | Reduce -0.2% | 57,957 | $4.1M |
| Live Oak Private Wealth LLC | 0.50% | No change | 57,751 | $4.0M |
| Signature Estate & Investment Advisors LLC | 0.07% | Reduce -0.1% | 57,635 | $4.0M |
| Morris Financial Concepts, Inc. | 1.23% | Reduce -0.1% | 57,253 | $4.0M |
| EverSource Wealth Advisors, LLC | 0.13% | Reduce -1.7% | 56,377 | $3.9M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.74% | Reduce -0.9% | 55,778 | $3.9M |
| Curio Wealth, LLC | 1.20% | Reduce -0.7% | 55,360 | $3.9M |
| PW Advisors, LLC \ FL | 2.57% | Reduce -6.2% | 55,190 | $3.9M |
| Moneta Group Investment Advisors LLC | 0.03% | No change | 55,017 | $3.8M |
| Forteris Wealth Management Inc. | 3.12% | Add +2.4% | 54,521 | $3.8M |
| AG Asset Advisory, LLC | 3.04% | Reduce -0.8% | 53,783 | $3.8M |
| Freedom Investment Management, Inc. | 1.04% | Reduce -1.6% | 53,524 | $3.7M |
| Symmetry Partners, LLC | 0.19% | Reduce -3.2% | 53,496 | $3.7M |
| Tennessee Valley Asset Management Partners | 0.41% | New | 53,206 | $3.7M |
| Simplicity Wealth,LLC | 0.12% | Reduce -4.1% | 52,478 | $3.7M |
| Waverly Advisors, LLC | 0.02% | Add +3.5% | 52,472 | $3.7M |
| Generations Wealth, LLC | 3.47% | Reduce -2.6% | 52,335 | $3.7M |
| Kane Co Wealth Management, Inc. | 2.76% | Reduce -1.1% | 52,064 | $3.6M |
| Strategent Financial, LLC | 2.07% | Add +0.1% | 51,529 | $3.6M |
| Johnson Wealth Management, LLC | 1.52% | Reduce -7.2% | 51,250 | $3.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +6.1% | 50,761 | $3.5M |
| BluePrint Investing LLC | 2.97% | Add +4.4% | 50,462 | $3.5M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -2.4% | 50,454 | $3.5M |
| Activest Wealth Management | 0.68% | Reduce -3.3% | 50,380 | $3.5M |
| Astra Wealth Partners LLC | 1.95% | Add +5.7% | 50,079 | $3.5M |
| Entelevest, LLC | 3.03% | Add +5.9% | 49,450 | $3.5M |
| RFG Advisory, LLC | 0.05% | Add +0.2% | 48,513 | $3.4M |
| CFS Investment Advisory Services, LLC | 0.22% | Reduce -4.2% | 47,719 | $3.3M |
| Beckerman Institutional, LLC | 1.58% | Add +2.7% | 47,386 | $3.3M |
| Apollon Wealth Management, LLC | 0.04% | Add +200.8% | 46,782 | $3.3M |
| Sound Portfolio Advisors, LLC | 2.31% | Reduce -5.5% | 46,633 | $3.3M |
| Applied Capital LLC | 1.05% | No change | 46,620 | $3.3M |
| Werba Rubin Papier Wealth Management | 0.39% | Add +0.9% | 46,508 | $3.3M |
| Redwood Park Advisors LLC | 2.33% | Reduce -2.0% | 46,201 | $3.2M |
| Merit Financial Group, LLC | 0.02% | Reduce -8.6% | 45,997 | $3.2M |
| Fiduciary Financial Advisors | 0.33% | Add +114.5% | 45,908 | $3.2M |
| XY Planning Network, Inc. | 0.40% | Add +3.5% | 45,877 | $3.2M |
| Aegis Wealth Management LLC | 1.49% | Reduce -1.6% | 45,428 | $3.2M |
| Financial Consulate, Inc. | 0.34% | Add +6.5% | 44,061 | $3.1M |
| Tyche Wealth Partners LLC | 0.42% | No change | 42,925 | $3.0M |
| Sigma Planning Corp | 0.07% | Add +1.1% | 42,331 | $3.0M |
| Avant Financial Advisors LLC | 1.83% | Add +3.8% | 42,149 | $2.9M |
| TruNorth Capital Management, LLC | 0.47% | No change | 41,892 | $2.9M |
| Ponta Wealth Partners, LLC | 1.56% | Add +34.7% | 41,657 | $2.9M |
| Aerodigm Wealth, LLC | 0.98% | Reduce -2.4% | 41,577 | $2.9M |
| FMR LLC | 0.00% | Add +2.8% | 41,422 | $2.9M |
| Hutchinson Capital Management | 0.48% | Add +10.4% | 40,343 | $2.8M |
| True Wealth Design, LLC | 0.67% | Reduce -3.5% | 40,114 | $2.8M |
| Vise Technologies, Inc. | 0.03% | Add +53.4% | 39,796 | $2.8M |
| Elevation Wealth Partners, LLC | 0.83% | Reduce -2.8% | 39,700 | $2.8M |
| US Bancorp \de | 0.00% | Reduce -31.0% | 39,340 | $2.7M |
| Nuveen, LLC | 0.00% | New | 39,003 | $2.7M |
| Bridgewater Advisors Inc. | 0.15% | No change | 37,725 | $2.7M |
| Strathmore Capital Advisors, Inc. | 0.73% | Reduce -1.8% | 38,276 | $2.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +9.0% | 38,402 | $2.7M |
| 3 Factor Indexing, LLC | 2.26% | Add +0.5% | 38,183 | $2.7M |
| Mutual Advisors, LLC | 0.05% | Reduce -0.1% | 37,743 | $2.6M |
| Northern Trust Corp. | 0.00% | Reduce -5.2% | 37,271 | $2.6M |
| Money Concepts Capital Corp. | 0.12% | Reduce -1.6% | 37,139 | $2.6M |
| Investmark Advisory Group LLC | 0.98% | Add +0.1% | 37,054 | $2.6M |
| Glass Jacobson Investment Advisors llc | 0.79% | Add +1.3% | 36,365 | $2.5M |
| Rockwood Wealth Management, LLC | 0.16% | No change | 36,207 | $2.5M |
| Midwest Trust Co | 0.03% | Reduce -4.4% | 35,586 | $2.5M |
| NorthCrest Asset Manangement, LLC | 0.06% | New | 35,853 | $2.5M |
| Navigate Wealth Management, LLC | 1.53% | Add +9.4% | 35,078 | $2.5M |
| Long Island Wealth Management, Inc. | 1.02% | Add +5.2% | 35,343 | $2.5M |
| Rehmann Capital Advisory Group | 0.11% | Reduce -0.9% | 35,172 | $2.5M |
| International Private Wealth Advisors LLC | 1.26% | Add +0.7% | 35,048 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -30.2% | 34,977 | $2.4M |
| Savvy Advisors, Inc. | 0.05% | Add +74.9% | 34,582 | $2.4M |
| marrick wealth, LLC | 1.71% | Add +0.2% | 34,550 | $2.4M |
| Grove Street Fiduciary, LLC | 1.02% | Reduce -3.6% | 34,497 | $2.4M |
| Abel Hall, LLC | 0.41% | Reduce -1.2% | 33,649 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.5% | 33,578 | $2.3M |
| Global Retirement Partners, LLC | 0.04% | — | 33,043 | $2.3M |
| Clark Asset Management, LLC | 0.18% | Add +0.0% | 32,551 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 32,502 | $2.3M |
| Heritage Investment Group, Inc. | 0.30% | Reduce -0.5% | 32,227 | $2.3M |
| Corus Family Wealth Advisors | 1.54% | Add +0.0% | 32,066 | $2.2M |
| BIP Wealth, LLC | 0.06% | Add +21.4% | 32,038 | $2.2M |
| Cascade Financial Partners, LLC | 0.19% | Reduce -2.1% | 31,915 | $2.2M |
| Lam Group, Inc. | 1.10% | Add +0.0% | 31,603 | $2.2M |
| HBE Wealth Management, LLC | 1.57% | Reduce -0.5% | 31,364 | $2.2M |
| Caprock Group, LLC | 0.04% | Reduce -0.7% | 31,234 | $2.2M |
| ARK & TLK Investments, LLC | 0.54% | Add +0.0% | 31,223 | $2.2M |
| Olistico Wealth, LLC | 0.93% | Add +4.5% | 31,036 | $2.2M |
| Strategic Blueprint, LLC | 0.11% | Reduce -3.3% | 30,881 | $2.2M |
| Root Financial Partners, LLC | 0.08% | Reduce -9.4% | 30,205 | $2.1M |
| Quarry Hill Advisors, LLC | 0.79% | Reduce -2.0% | 29,565 | $2.1M |
| Avior Wealth Management, LLC | 0.05% | Reduce -24.4% | 29,474 | $2.1M |
| New Dimensions Wealth Management, LLC | 1.53% | Reduce -5.0% | 28,924 | $2.0M |
| Sei Investments Co. | 0.00% | Add +35.9% | 28,493 | $2.0M |
| True North Advisors, LLC | 0.19% | No change | 28,257 | $2.0M |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.0% | 27,866 | $1.9M |
| Financial Synergies Wealth Advisors, Inc. | 0.16% | Reduce -0.3% | 27,819 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.9% | 27,615 | $1.9M |
| Poinciana Advisors Group, LLC | 1.43% | Reduce -0.5% | 27,593 | $1.9M |
| Lodestone Wealth Management LLC | 0.68% | Reduce -9.4% | 27,372 | $1.9M |
| CarsonAllaria Wealth Management, Ltd. | 0.81% | Reduce -0.7% | 26,624 | $1.9M |
| Versant Capital Management, Inc | 0.16% | Reduce -2.5% | 26,004 | $1.8M |
| Legacy Financial Advisors, Inc. | 0.22% | Add +6.2% | 25,822 | $1.8M |
| 25 LLC | 0.49% | Add +0.3% | 25,806 | $1.8M |
| Pandowealth. LLC | 1.47% | Reduce -3.5% | 25,540 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -8.3% | 25,511 | $1.8M |
| Montag A & Associates Inc. | 0.08% | Add +0.2% | 25,398 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +68.0% | 25,370 | $1.8M |
| Renasant Bank | 1.14% | No change | 25,324 | $1.8M |
| Meredith Wealth Planning | 0.42% | Add +0.0% | 25,177 | $1.8M |
| Triumph Capital Management | 0.32% | Add +4.4% | 25,110 | $1.8M |
| Legacy Capital Wealth Partners, LLC | 0.33% | Reduce -2.1% | 24,802 | $1.7M |
| Curi Capital, LLC | 0.03% | No change | 24,525 | $1.7M |
| IFG Advisors, LLC | 0.24% | No change | 24,489 | $1.7M |
| Melfa Wealth Management, Inc. | 0.92% | Reduce -2.5% | 24,360 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 24,333 | $1.7M |
| 55 North Private Wealth, LLC | 0.33% | No change | 24,331 | $1.7M |
| Virtue Asset Management LLC | 1.21% | No change | 24,142 | $1.7M |
| BOS Asset Management, LLC | 0.39% | No change | 24,099 | $1.7M |
| Aspirean Wealth, LLC | 1.54% | Reduce -2.7% | 23,728 | $1.7M |
| NerdWallet Wealth Partners, LLC | 0.57% | No change | 23,466 | $1.6M |
| Vermillion Wealth Management, Inc. | 0.39% | Add +13.8% | 23,336 | $1.6M |
| Compass Advisory Group LLC | 0.39% | Add +1.0% | 23,253 | $1.6M |
| WealthCollab, LLC | 0.58% | No change | 22,975 | $1.6M |
| Wealth Enhancement Trust Services, Inc. | 0.18% | Reduce -5.0% | 22,710 | $1.6M |
| Copper Harbor Investment Advisors, LLC | 0.34% | — | 22,662 | $1.6M |
| Foundation Wealth Management, LLC\PA | 0.48% | Reduce -2.5% | 22,543 | $1.6M |
| Websterrogers Financial Advisors, LLC | 0.40% | Reduce -4.0% | 22,458 | $1.6M |
| Arax Advisory Partners | 0.01% | Add +1673.8% | 22,421 | $1.6M |
| Silver Oak Securities, Incorporated | 0.09% | Reduce -0.0% | 22,251 | $1.6M |
| Kondo Wealth Advisors, Inc. | 0.52% | Add +0.5% | 22,198 | $1.6M |
| Tru Independence Asset Management 2, LLC | 0.84% | Reduce -6.4% | 22,160 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -2.5% | 22,051 | $1.5M |
| 180 Wealth Advisors, LLC | 0.15% | Add +14.8% | 22,008 | $1.5M |
| CENTRAL TRUST Co | 0.03% | Add +31.8% | 21,853 | $1.5M |
| MSA Advisors, LLC | 0.39% | No change | 21,687 | $1.5M |
| Bessemer Group Inc. | 0.00% | No change | 21,668 | $1.5M |
| McGrath & Associates, Inc. | 1.94% | Add +12.4% | 21,327 | $1.5M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +0.1% | 21,237 | $1.5M |
| Harbour Investments, Inc. | 0.02% | Add +5.7% | 21,189 | $1.5M |
| Krilogy Financial LLC | 0.04% | Add +0.0% | 21,131 | $1.5M |
| Balboa Wealth Partners | 0.20% | Reduce -5.4% | 21,006 | $1.5M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | Reduce -5.8% | 20,853 | $1.5M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +1.5% | 20,848 | $1.5M |
| L.K. Benson & Company, P.C. | 0.43% | Reduce -0.0% | 20,280 | $1.4M |
| Silver Oak Advisory Group, Inc. | 0.56% | Add +0.4% | 20,257 | $1.4M |
| Measured Wealth Private Client Group, LLC | 0.34% | Reduce -0.7% | 20,187 | $1.4M |
| IFP Advisors, Inc | 0.03% | Reduce -18.8% | 20,096 | $1.4M |
| Black Swift Group, LLC | 0.20% | No change | 20,000 | $1.4M |
| Intergy Private Wealth, LLC | 0.32% | No change | 19,868 | $1.4M |
| Tobias Financial Advisors, Inc. | 0.17% | Reduce -8.6% | 19,531 | $1.4M |
| IHT Wealth Management, LLC | 0.03% | Add +0.1% | 19,442 | $1.4M |
| Verus Wealth Management, LLC | 1.11% | Reduce -26.1% | 19,288 | $1.3M |
| Integrity Wealth Solutions LLC | 0.49% | No change | 19,137 | $1.3M |
| Willner & Heller, LLC | 0.83% | Add +0.2% | 18,910 | $1.3M |
| LJI Wealth Management, LLC | 0.18% | Reduce -16.0% | 18,731 | $1.3M |
| Maripau Wealth Management LLC | 0.47% | Add +21.7% | 18,703 | $1.3M |
| Petersen Hastings Wealth Advisors Inc. | 0.11% | Reduce -0.3% | 18,619 | $1.3M |
| Vannoy Advisory Group, Inc. | 0.72% | Reduce -0.2% | 18,292 | $1.3M |
| Partners in Financial Planning | 0.19% | Reduce -5.2% | 18,138 | $1.3M |
| Clear Creek Financial Management, LLC | 0.08% | Reduce -0.1% | 18,124 | $1.3M |
| Beacon Financial Advisory LLC | 0.25% | Add +20.6% | 18,090 | $1.3M |
| Cloud Capital Management, LLC | 0.46% | Add +34.0% | 17,915 | $1.3M |
| Fifth Third Bancorp | 0.00% | Add +1.5% | 17,885 | $1.3M |
| XTX Topco Ltd | 0.02% | New | 17,788 | $1.2M |
| Centaurus Financial, Inc. | 0.05% | Add +9.5% | 17,713 | $1.2M |
| BetterWealth, LLC | 0.22% | Reduce -1.4% | 17,488 | $1.2M |
| Grand Wealth Management, LLC | 0.51% | Reduce -0.4% | 17,402 | $1.2M |
| Aurelius Family Office LLC | 0.48% | No change | 17,369 | $1.2M |
| Mattern Capital Management, LLC | 0.14% | Add +38.0% | 17,319 | $1.2M |
| Summit Financial, LLC | 0.01% | Add +0.0% | 17,192 | $1.2M |
| Forza Wealth Management, LLC | 0.36% | Add +17.8% | 17,010 | $1.2M |
| Wealthspan Partners, LLC | 0.37% | Add +1.1% | 16,949 | $1.2M |
| MB Generational Wealth, LLC | 0.58% | Reduce -1.3% | 16,911 | $1.2M |
| Kavar Capital Partners Group, LLC | 0.15% | No change | 16,876 | $1.2M |
| Axis Wealth Partners, LLC | 0.56% | Reduce -4.6% | 16,699 | $1.2M |
| Wedmont Private Capital | 0.03% | Add +0.0% | 16,679 | $1.2M |
| Signal Advisors Wealth, LLC | 0.06% | Add +206.8% | 16,372 | $1.1M |
| Warwick Investment Management, Inc. | 0.13% | No change | 16,281 | $1.1M |
| Roundview Capital LLC | 0.06% | No change | 16,169 | $1.1M |
| Trustmark Bank Trust Department | 0.07% | No change | 16,080 | $1.1M |
| Rialto Wealth Management, LLC | 0.22% | No change | 15,928 | $1.1M |
| Keybank National Association | 0.00% | No change | 15,816 | $1.1M |
| Peirce Capital Management, LLC | 0.40% | Reduce -13.9% | 15,757 | $1.1M |
| Eaton Financial Holdings Company, LLC | 0.29% | Reduce -0.1% | 15,338 | $1.1M |
| PFG Advisors | 0.05% | Add +32.8% | 15,335 | $1.1M |
| JFS Wealth Advisors, LLC | 0.05% | Add +10.0% | 15,335 | $1.1M |
| Nautilus Advisors LLC | 0.61% | Add +0.8% | 14,972 | $1.0M |
| Capital Investment Advisors, LLC | 0.01% | No change | 14,867 | $1.0M |
| Cypress Wealth Services, LLC | 0.13% | Add +304.1% | 14,731 | $1.0M |
| Falcon Wealth Planning | 0.06% | No change | 14,516 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +16.9% | 14,171 | $991K |
| CreativeOne Wealth, LLC | 0.02% | Add +37.4% | 14,142 | $989K |
| CVA Family Office, LLC | 0.09% | Add +0.2% | 14,136 | $988K |
| Keebeck Wealth Management | 0.10% | No change | 14,040 | $981K |
| Stone Summit Wealth LLC | 0.25% | Reduce -0.1% | 13,946 | $975K |
| Safeguard Investment Advisory Group, LLC | 0.23% | Add +11.0% | 13,941 | $974K |
| Perigon Wealth Management, LLC | 0.02% | Add +15.2% | 13,899 | $972K |
| Pinnacle Bancorp, Inc. | 0.25% | Reduce -0.1% | 13,891 | $971K |
| Good Harbor Advisors, Inc. | 0.93% | Add +0.7% | 13,561 | $948K |
| Concentrum Wealth Management | 0.23% | Reduce -7.0% | 13,462 | $941K |
| Dakota Wealth Management | 0.02% | Reduce -5.5% | 13,398 | $937K |
| Tandemgrowth Financial Advisors LLC | 0.75% | No change | 13,178 | $921K |
| Berger Financial Group, Inc | 0.05% | No change | 13,166 | $920K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -1.6% | 13,069 | $914K |
| SageView Advisory Group, LLC | 0.03% | Reduce -2.8% | 13,044 | $912K |
| Shira Ridge Wealth Management | 0.32% | Reduce -1.5% | 13,004 | $909K |
| Financial Symmetry Inc | 0.30% | Add +0.1% | 12,989 | $907K |
| Range Advisory, LLC | 0.11% | New | 12,965 | $906K |
| Medallion Wealth Advisors, LLC | 0.28% | Reduce -7.2% | 12,890 | $901K |
| J. Derek Lewis & Associates Inc. | 0.17% | Add +64.0% | 12,883 | $900K |
| Prudent Man Investment Management, Inc. | 0.31% | Reduce -0.1% | 15,118 | $900K |
| WoodTrust Financial Corp | 0.11% | No change | 12,851 | $898K |
| Donalies Financial Planning, LLC | 0.66% | Reduce -0.2% | 12,825 | $896K |
| BCR Wealth Strategies, LLC | 0.25% | No change | 12,802 | $894K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -6.0% | 12,547 | $877K |
| Commerce Bank | 0.00% | No change | 12,373 | $865K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -5.7% | 12,293 | $859K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 12,251 | $856K |
| Institute for Wealth Management, LLC. | 0.08% | Add +0.0% | 12,199 | $853K |
| American Capital Advisory, LLC | 0.31% | Add +0.6% | 12,094 | $845K |
| Mgo One Seven LLC | 0.01% | No change | 12,089 | $845K |
| WASHINGTON TRUST Co | 0.03% | No change | 11,993 | $838K |
| Vilga Financial Planning LLC | 0.63% | No change | 11,970 | $837K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +6.4% | 11,858 | $829K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -0.0% | 11,787 | $824K |
| NCM Capital Management, LLC | 0.25% | Add +0.3% | 11,774 | $823K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +13.6% | 11,767 | $823K |
| Westmount Partners, LLC | 0.18% | No change | 11,656 | $815K |
| &partners | 0.00% | Reduce -25.9% | 11,635 | $813K |
| Stratos Investment Management, LLC | 0.03% | Reduce -9.4% | 11,622 | $812K |
| Smith Chas P & Associates Pa Cpas | 0.04% | Reduce -0.1% | 11,607 | $811K |
| Trailhead Planners LLC | 0.78% | No change | 11,476 | $802K |
| BDFS Capital LLC | 0.35% | Add +3.2% | 11,378 | $795K |
| Lido Advisors, LLC | 0.00% | Add +9.1% | 11,328 | $792K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 11,314 | $791K |
| Parkside Financial Bank & Trust | 0.05% | Add +27.0% | 11,111 | $777K |
| GenTrust, LLC | 0.03% | No change | 11,082 | $775K |
| Cascade Wealth Advisors, Inc | 0.31% | Add +0.1% | 10,748 | $774K |
| Independent Financial Group, LLC | 0.01% | Reduce -9.4% | 10,766 | $753K |
| Approach Retirement Advisors, LLC | 0.54% | Reduce -0.8% | 10,703 | $748K |
| QRG Capital Management, Inc. | 0.01% | New | 10,669 | $746K |
| Strategic Financial Services, Inc. | 0.03% | No change | 10,658 | $745K |
| Focus Financial Network, Inc. | 0.02% | Add +0.8% | 10,623 | $743K |
| CPA Asset Management Group, LLC | 0.21% | Reduce -11.3% | 10,586 | $740K |
| Rollins Financial Advisors, LLC | 0.10% | Add +9.6% | 10,525 | $736K |
| Wealth Management Strategies, Inc. | 0.29% | Add +0.3% | 10,445 | $730K |
| AlphaCore Capital LLC | 0.01% | Add +11.6% | 10,425 | $729K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -5.9% | 10,358 | $724K |
| Liberty Capital Management, Inc. | 0.12% | — | 10,305 | $720K |
| McGlone Suttner Wealth Management, Inc. | 0.08% | No change | 10,183 | $712K |
| Keel Point, LLC | 0.04% | No change | 10,169 | $711K |
| Maseco LLP | 0.02% | Add +0.0% | 10,140 | $709K |
| M Holdings Securities, Inc. | 0.10% | Reduce -90.2% | 10,097 | $703K |
| Berkeley, Inc | 0.22% | Add +3.8% | 10,028 | $701K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 9,888 | $691K |
| RAM Investment Partners, LLC | 0.11% | No change | 9,732 | $680K |
| HBK Sorce Advisory LLC | 0.01% | No change | 9,412 | $678K |
| Ascent Group, LLC | 0.02% | Add +174.8% | 9,665 | $676K |
| Arista Wealth Management, LLC | 0.07% | No change | 9,636 | $674K |
| Diversify Advisory Services, LLC | 0.01% | New | 9,480 | $671K |
| Diversify Wealth Management, LLC | 0.01% | Add +66.0% | 9,480 | $671K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -2.1% | 9,576 | $669K |
| CWA Asset Management Group, LLC | 0.02% | No change | 9,470 | $662K |
| Empower Advisory Group, LLC | 0.00% | Reduce -2.3% | 9,421 | $659K |
| Mullaney, Keating & Wright, Inc. | 0.32% | No change | 9,358 | $654K |
| Mission Financial Group, LLC | 0.54% | — | 9,309 | $651K |
| Simon Quick Advisors, LLC | 0.03% | No change | 9,266 | $648K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -2.4% | 9,209 | $644K |
| Tenet Wealth Partners, LLC | 0.48% | — | 9,085 | $643K |
| Wedbush Securities Inc. | 0.02% | No change | 9,191 | $642K |
| Secure Asset Management, LLC | 0.09% | No change | 9,100 | $636K |
| Correct Capital Wealth Management | 0.11% | No change | 9,033 | $631K |
| Accurate Wealth Management, LLC | 0.06% | Add +10.1% | 8,918 | $621K |
| Geneos Wealth Management Inc. | 0.01% | No change | 8,789 | $614K |
| Alkeme Wealth, LLC | 0.23% | Add +0.3% | 8,752 | $612K |
| Renaissance Technologies | 0.00% | Reduce -51.4% | 8,705 | $608K |
| High Probability Advisors, LLC | 0.06% | No change | 8,672 | $606K |
| LBMC Investment Advisors, LLC | 0.03% | Add +0.2% | 8,626 | $603K |
| Painted Porch Advisors LLC | 0.26% | New | 8,620 | $603K |
| Fort Point Capital Partners LLC | 0.06% | New | 8,534 | $597K |
| Stonebridge Financial Group, LLC | 0.08% | — | 8,491 | $593K |
| NWK Group, Inc. | 0.18% | No change | 8,329 | $582K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | No change | 8,317 | $581K |
| Ieq Capital, LLC | 0.00% | Reduce -25.0% | 8,314 | $581K |
| Monument Group Wealth Advisors, LLC | 0.28% | No change | 8,311 | $581K |
| Fortis Capital Advisors, LLC | 0.06% | Add +14.5% | 8,255 | $577K |
| Belpointe Asset Management LLC | 0.02% | Add +14.5% | 8,255 | $577K |
| Composition Wealth, LLC | 0.01% | Add +7.9% | 8,250 | $577K |
| Five Oceans Advisors | 0.18% | Reduce -8.3% | 8,230 | $575K |
| West Wealth Group, LLC | 0.09% | Reduce -0.1% | 8,160 | $570K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 8,128 | $568K |
| Kathmere Capital Management, LLC | 0.03% | Reduce -2.5% | 8,117 | $567K |
| Nalls Sherbakoff Group, LLC | 0.40% | Add +0.1% | 8,074 | $564K |
| Wealthspire Advisors, LLC | 0.00% | Add +1.9% | 8,061 | $563K |
| Modern Wealth Management, LLC | 0.01% | No change | 7,967 | $557K |
| Clayton Financial Group LLC | 0.31% | No change | 7,939 | $555K |
| Angeles Wealth Management, LLC | 0.03% | Add +58.2% | 7,938 | $555K |
| Madison Wealth Partners, Inc | 0.07% | New | 7,867 | $550K |
| Integrity Alliance, Llc. | 0.02% | Add +1.2% | 7,724 | $540K |
| Valmark Advisers, Inc. | 0.01% | Add +4.6% | 7,705 | $539K |
| Intrua Financial, LLC | 0.05% | No change | 7,558 | $528K |
| Addison Advisors LLC | 0.25% | Reduce -71.3% | 7,554 | $528K |
| Ridgewood Investments LLC | 0.20% | Add +0.2% | 7,513 | $525K |
| Private Trust Co. NA | 0.04% | No change | 7,485 | $523K |
| M.E. Allison & Co., Inc. | 0.30% | Add +0.0% | 7,448 | $521K |
| Okabena Investment Services Inc. | 0.09% | No change | 7,423 | $519K |
| Brighton Jones LLC | 0.01% | Reduce -2.1% | 7,406 | $518K |
| Staley Capital Advisers Inc. | 0.02% | Add +0.3% | 7,383 | $516K |
| IFG Advisory, LLC | 0.02% | New | 7,305 | $511K |
| Old Peak Finance LLC | 0.25% | Reduce -0.1% | 7,304 | $511K |
| Greenline Partners, LLC | 0.05% | Add +0.2% | 7,281 | $509K |
| Colonial Trust Co / SC | 0.06% | Reduce -0.2% | 7,279 | $509K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -13.0% | 7,095 | $508K |
| Stevens Capital Partners | 0.10% | Reduce -7.7% | 7,251 | $507K |
| Wick Capital Partners, LLC | 0.08% | No change | 7,174 | $501K |
| DBK Financial Counsel, LLC | 0.42% | No change | 7,150 | $500K |
| Merited Wealth, LLC | 0.35% | Reduce -4.0% | 7,000 | $489K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | New | 7,000 | $489K |
| Lee Financial Co | 0.06% | New | 6,969 | $487K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 6,947 | $486K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 6,947 | $486K |
| Benningfield Financial Advisors, LLC | 0.36% | No change | 6,942 | $485K |
| Stolz & Associates, PS | 0.30% | No change | 6,893 | $482K |
| Parkside Investments, LLC | 0.05% | No change | 6,881 | $481K |
| Oakworth Capital, Inc. | 0.02% | No change | 6,799 | $475K |
| Bank of New York Mellon Corp | 0.00% | Add +17.3% | 6,797 | $475K |
| Rowlandmiller & Partners.adv | 0.09% | No change | 6,748 | $472K |
| W1M Asset Management Ltd | 0.00% | Reduce -5.8% | 6,734 | $471K |
| Busey Bank | 0.01% | Add +3.9% | 6,700 | $468K |
| Murphy Pohlad Asset Management LLC | 0.16% | No change | 6,693 | $468K |
| Prospera Financial Services Inc | 0.01% | No change | 6,673 | $467K |
| Well Done, LLC | 0.06% | No change | 6,623 | $463K |
| Geometric Wealth Advisors | 0.05% | No change | 6,522 | $456K |
| Fortis Advisors, LLC | 0.21% | Add +0.3% | 6,403 | $448K |
| D. E. Shaw & Co. | 0.00% | New | 6,377 | $446K |
| Mitchell Capital Management Co. | 0.07% | Reduce -1.8% | 6,360 | $445K |
| Brown Advisory Inc. | 0.00% | Reduce -13.1% | 6,316 | $441K |
| First Financial Group Corp | 0.32% | No change | 6,300 | $440K |
| First Manhattan Co. Llc. | 0.00% | No change | 6,281 | $439K |
| Blair William & Co. | 0.00% | Add +27.1% | 6,266 | $438K |
| Stage Harbor Financial, LLC | 0.25% | No change | 6,263 | $438K |
| Vertex Planning Partners, LLC | 0.06% | Reduce -3.2% | 6,250 | $437K |
| Keener Financial Planning LLC | 0.16% | No change | 6,225 | $435K |
| MBM Wealth Consultants, LLC | 0.08% | Reduce -5.5% | 6,189 | $433K |
| BCO Wealth Management LLC | 0.24% | No change | 6,184 | $432K |
| HTG Investment Advisors, Inc. | 0.11% | No change | 6,118 | $428K |
| St. Louis Trust Co | 0.05% | No change | 6,762 | $422K |
| Lansing Street Advisors | 0.09% | New | 6,026 | $421K |
| Brookwood Investment Group LLC | 0.05% | Add +20.0% | 6,007 | $420K |
| Acorn Financial Advisory Services Inc. | 0.06% | No change | 6,001 | $419K |
| Syverson Strege & Co | 0.09% | Add +0.3% | 5,942 | $415K |
| Sequent Asset Management, LLC | 0.17% | No change | 5,932 | $415K |
| Nwam LLC | 0.02% | Add +52.9% | 5,852 | $409K |
| WMG Financial Advisors, LLC | 0.15% | Reduce -0.6% | 5,851 | $409K |
| Wealth Advisors Northwest LLC | 0.14% | Reduce -1.5% | 5,824 | $407K |
| Accredited Investor Services, LLC | 0.23% | No change | 5,814 | $406K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +191.0% | 5,794 | $405K |
| Advisory Services Network, LLC | 0.00% | Add +0.2% | 5,747 | $402K |
| Transcend Capital Advisors, LLC | 0.03% | No change | 5,720 | $400K |
| Vision Capital Management, Inc. | 0.05% | No change | 5,699 | $398K |
| Everest Financial Group LLC | 0.05% | Add +4.3% | 5,692 | $398K |
| Verus Financial Partners, Inc. | 0.03% | No change | 5,678 | $397K |
| Collective Family Office LLC | 0.08% | No change | 5,658 | $395K |
| Hanover Advisors Inc. | 0.14% | No change | 5,595 | $391K |
| Pinnacle Associates Ltd. | 0.00% | No change | 5,544 | $388K |
| Yoder Wealth Management, Inc. | 0.15% | No change | 5,541 | $387K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 5,514 | $385K |
| Two Sigma Securities, LLC | 0.03% | New | 5,511 | $385K |
| Venture Visionary Partners LLC | 0.01% | Add +0.0% | 5,500 | $384K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 5,506 | $384K |
| Discipline Wealth Solutions, LLC | 0.03% | Reduce -2.1% | 5,464 | $382K |
| Amarillo National Bank | 0.06% | No change | 5,455 | $381K |
| Goldstein Advisors, LLC | 0.03% | No change | 5,310 | $371K |
| National Bank of Canada | 0.00% | No change | 5,324 | $371K |
| Oath Planning, LLC | 0.28% | Reduce -6.3% | 5,301 | $371K |
| Cambient Family Office, LLC | 0.05% | No change | 5,288 | $370K |
| Accredited Investors Inc. | 0.02% | Add +0.1% | 5,283 | $369K |
| Towneley Capital Management, Inc / DE | 0.07% | Add +0.3% | 5,276 | $369K |
| Hudock, Inc. | 0.05% | New | 5,220 | $365K |
| Mustard Seed Financial, LLC | 0.19% | No change | 5,204 | $364K |
| Hartmann Taylor Wealth Management, LLC | 0.24% | No change | 5,819 | $363K |
| Peavine Capital, LLC | 0.08% | No change | 5,188 | $363K |
| Paragon Financial Partners, Inc. | 0.19% | No change | 5,082 | $359K |
| FinDec Wealth Services, Inc. | 0.42% | Reduce -0.2% | 5,132 | $359K |
| Moss Adams Wealth Advisors LLC | 0.02% | Add +0.3% | 5,039 | $352K |
| Integrated Advisors Network LLC | 0.02% | Reduce -1.9% | 5,039 | $352K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.3% | 5,039 | $352K |
| Bannerstone Capital Management, LLC | 0.29% | Reduce -4.5% | 5,016 | $351K |
| McCartney Wealth Management LLC | 0.26% | No change | 4,978 | $348K |
| Tranquility Partners, LLC | 0.12% | Reduce -13.8% | 4,947 | $346K |
| Cathy Pareto & Associates, Inc. | 0.20% | Add +0.3% | 4,908 | $343K |
| Corundum Group, Inc. | 0.10% | Reduce -19.3% | 4,908 | $343K |
| Citizens Financial Group Inc. | 0.00% | Add +0.9% | 4,872 | $341K |
| Disciplined Investors, L.L.C. | 0.17% | Add +0.2% | 4,852 | $339K |
| St Germain D J Co. Inc. | 0.01% | Add +0.0% | 4,847 | $339K |
| Stonebridge Financial Group, LLC / MO | 0.23% | Reduce -0.5% | 4,843 | $339K |
| North Capital, Inc. | 0.25% | Add +8.8% | 4,818 | $337K |
| Smith Partners Wealth Management, LLC | 0.27% | No change | 4,802 | $336K |
| VestGen Advisors, LLC | 0.01% | No change | 4,750 | $332K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -1.3% | 4,704 | $329K |
| Clarity Capital Advisors, LLC | 0.14% | No change | 4,697 | $328K |
| Gryphon Financial Partners LLC | 0.03% | No change | 4,686 | $328K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -12.3% | 4,650 | $325K |
| Third View Private Wealth, LLC | 0.04% | No change | 4,638 | $324K |
| Significant Wealth Partners LLC | 0.35% | No change | 4,611 | $322K |
| AlphaStar Capital Management, LLC | 0.02% | New | 4,585 | $320K |
| Oder Investment Management, LLC | 0.21% | Add +5.7% | 4,435 | $310K |
| Destination Wealth Management | 0.01% | No change | 4,428 | $310K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +13.3% | 4,380 | $306K |
| Woodside Wealth Management LLC | 0.21% | No change | 4,320 | $302K |
| GeoWealth Management, LLC | 0.01% | No change | 4,297 | $300K |
| Vident Advisory, LLC | 0.00% | No change | 4,296 | $300K |
| Ellenbecker Investment Group | 0.03% | Reduce -6.3% | 4,287 | $300K |
| NorthRock Partners, LLC | 0.00% | Reduce -18.4% | 4,272 | $299K |
| Kovack Advisors, Inc. | 0.01% | Add +0.2% | 4,277 | $298K |
| Key Financial Inc | 0.05% | No change | 4,200 | $294K |
| Washington Trust Advisors, Inc. | 0.02% | Add +0.3% | 4,150 | $290K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 4,144 | $290K |
| Flagstone Financial Management | 0.06% | No change | 4,113 | $287K |
| SilverOak Wealth Management LLC | 0.04% | No change | 4,094 | $286K |
| World Investment Advisors | 0.00% | No change | 4,576 | $286K |
| Drive Wealth Management, LLC | 0.05% | Add +0.0% | 4,084 | $286K |
| Mokosak Advisory Group, LLC | 0.06% | Add +0.3% | 4,066 | $284K |
| Indivisible Partners | 0.02% | New | 4,054 | $283K |
| Heffernan Advisory, Inc. | 0.24% | Add +0.3% | 4,029 | $282K |
| CGN Advisors LLC | 0.02% | Add +0.2% | 4,025 | $281K |
| Core Wealth Management, Inc. | 0.08% | No change | 4,025 | $281K |
| Pinnacle Financial Group, LLC / IL | 0.07% | New | 4,021 | $281K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 4,004 | $280K |
| D'Orazio & Associates, Inc. | 0.03% | No change | 3,983 | $278K |
| Robinswood Financial LLC | 0.08% | Add +0.1% | 3,982 | $278K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -1.6% | 3,969 | $277K |
| Nova R Wealth, Inc. | 0.08% | Add +0.3% | 3,963 | $277K |
| Pacifica Partners Inc. | 0.08% | No change | 4,000 | $275K |
| Trexquant Investment LP | 0.00% | New | 3,921 | $274K |
| Gentry Private Wealth, LLC | 0.14% | No change | 3,900 | $273K |
| GoalVest Advisory LLC | 0.05% | No change | 3,900 | $273K |
| GDS Wealth Management | 0.01% | No change | 3,881 | $271K |
| FF Advisors,LLC | 0.10% | No change | 3,868 | $270K |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 3,827 | $268K |
| Cypress Point Wealth Management, LLC | 0.05% | Reduce -29.4% | 3,817 | $267K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 3,800 | $266K |
| Fermata Advisors, LLC | 0.05% | Add +0.3% | 3,740 | $261K |
| Private Advisory Group LLC | 0.01% | No change | 3,734 | $261K |
| Granite Bay Wealth Management, LLC | 0.02% | No change | 3,717 | $260K |
| Western Wealth Management, LLC | 0.01% | Add +0.2% | 3,718 | $260K |
| FFT Wealth Management LLC | 0.04% | No change | 3,709 | $259K |
| Prism Planning Partners LLC | 0.27% | Reduce -1.1% | 3,692 | $258K |
| PDS Planning, Inc | 0.01% | New | 3,654 | $255K |
| Americana Partners, LLC | 0.01% | No change | 3,640 | $254K |
| Frazier Financial Advisors, LLC | 0.13% | Add +0.3% | 3,615 | $253K |
| Waterloo Capital, L.P. | 0.01% | New | 3,611 | $252K |
| Brookstone Capital Management | 0.00% | Reduce -9.4% | 3,576 | $250K |
| Ironwood Financial, llc | 0.04% | Reduce -2.0% | 3,578 | $249K |
| Integrity Investment Advisors, LLC | 0.11% | No change | 3,524 | $246K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -79.3% | 3,481 | $243K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 3,479 | $243K |
| Two West Capital Advisors LLC | 0.12% | Reduce -7.1% | 3,475 | $243K |
| Caldwell Trust Co | 0.02% | Reduce -3.7% | 3,471 | $243K |
| Advyzon Investment Management, LLC | 0.02% | Add +4.4% | 3,347 | $234K |
| Align Financial, LLC | 0.12% | No change | 3,342 | $234K |
| Register Financial Advisors LLC | 0.07% | New | 3,342 | $234K |
| SJS Investment Consulting Inc. | 0.03% | No change | 3,336 | $233K |
| Huntington National Bank | 0.00% | Reduce -3.2% | 3,331 | $233K |
| Canal Capital Management, LLC | 0.03% | Add +0.3% | 3,330 | $233K |
| Raffa Wealth Management, LLC | 0.03% | No change | 3,323 | $232K |
| Weil Company, Inc. | 0.04% | No change | 3,312 | $232K |
| Balanced Rock Investment Advisors LLC | 0.14% | Reduce -0.6% | 3,304 | $231K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.3% | 3,302 | $231K |
| Elmwood Wealth Management, Inc. | 0.06% | No change | 3,296 | $230K |
| Novak & Powell Financial Services, Inc. | 0.11% | No change | 3,290 | $230K |
| First Bancorp, Inc | 0.09% | No change | 3,286 | $230K |
| One Day In July LLC | 0.02% | No change | 3,277 | $229K |
| Marble Wealth, LLC | 0.04% | No change | 3,271 | $229K |
| WestHill Financial Advisors, Inc. | 0.04% | No change | 3,261 | $228K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -4.9% | 3,261 | $228K |
| Sage Rhino Capital LLC | 0.04% | Reduce -0.2% | 3,254 | $227K |
| First National Bank of Omaha | 0.01% | New | 3,237 | $226K |
| Signature Equity Partners, LLC | 0.10% | Add +10.8% | 3,216 | $225K |
| Financial Concepts Unlimited, Inc. | 0.18% | No change | 3,204 | $224K |
| Sterling Financial Planning, Inc. | 0.06% | New | 3,194 | $223K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -75.6% | 3,186 | $223K |
| Cassaday & Co Wealth Management LLC | 0.00% | Add +2.6% | 3,175 | $222K |
| Rothschild Investment LLC | 0.01% | No change | 3,123 | $218K |
| Winter & Associates, Inc. | 0.16% | Reduce -21.8% | 3,109 | $217K |
| Kera Capital Partners, Inc. | 0.02% | Reduce -27.7% | 3,106 | $217K |
| Invariant Investment Management | 0.13% | No change | 3,090 | $216K |
| GEM Asset Management, LLC | 0.08% | New | 3,082 | $215K |
| Shepherd Financial Partners LLC | 0.02% | New | 3,079 | $215K |
| USAdvisors Wealth Management, LLC | 0.06% | New | 3,085 | $215K |
| WJ Financial Advisors LLC | 0.16% | New | 3,074 | $215K |
| Principal Securities, Inc. | 0.00% | Reduce -23.9% | 3,071 | $215K |
| Washington Trust Bank | 0.01% | New | 3,026 | $212K |
| Castle Wealth Management LLC | 0.06% | New | 3,022 | $211K |
| Destiny Wealth Partners, LLC | 0.03% | New | 2,976 | $210K |
| Bridges Investment Management Inc. | 0.00% | New | 3,000 | $210K |
| Financial Security Advisor, Inc. | 0.03% | New | 2,988 | $209K |
| UMB Bank, n.a. | 0.00% | Reduce -27.0% | 2,987 | $209K |
| Odyssey Group, LLC | 0.06% | — | 2,971 | $208K |
| Grey Fox Wealth Advisors, LLC | 0.03% | New | 2,960 | $207K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.6% | 2,959 | $207K |
| Accretive Wealth Partners, LLC | 0.05% | Reduce -31.6% | 2,951 | $206K |
| McAdam, LLC | 0.01% | New | 2,930 | $205K |
| Northeast Planning Associates, Inc. / NH / | 0.15% | New | 2,912 | $204K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 2,902 | $203K |
| tru Independence LLC | 0.09% | New | 2,896 | $202K |
| MJP Associates Inc. | 0.02% | New | 2,890 | $202K |
| Advisor OS, LLC | 0.01% | New | 2,890 | $202K |
| E-Wealth Partners, LLC | 0.15% | New | 2,890 | $202K |
| Fairvoy Private Wealth, LLC | 0.04% | New | 2,874 | $201K |
| Hurley Capital, LLC | 0.10% | Add +8.9% | 2,782 | $194K |
| Prosperity Bancshares Inc | 0.12% | No change | 2,733 | $191K |
| Operose Advisors LLC | 0.04% | No change | 2,714 | $190K |
| Princeton Global Asset Management LLC | 0.03% | No change | 2,500 | $175K |
| Forum Finance Group S.A. | 0.06% | No change | 3,070 | $173K |
| Brooklyn FI, LLC | 0.03% | New | 2,449 | $173K |
| Motco | 0.01% | No change | 2,352 | $164K |
| Abound Wealth Management | 0.03% | Reduce -12.8% | 2,303 | $161K |
| Investors Research Corp | 0.03% | No change | 2,238 | $156K |
| Clearstead Advisors, LLC | 0.00% | Reduce -12.7% | 2,182 | $153K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +41.2% | 2,132 | $149K |
| C M Bidwell & Associates Ltd. | 0.06% | No change | 2,115 | $148K |
| BankChampaign, National Association | 0.11% | No change | 2,063 | $144K |
| Glassman Wealth Services | 0.02% | No change | 2,054 | $144K |
| Howe & Rusling Inc. | 0.01% | Add +85.9% | 2,047 | $143K |
| S.A. Mason LLC | 0.04% | No change | 2,029 | $142K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -17.1% | 1,935 | $135K |
| Hantz Financial Services, Inc. | 0.00% | Add +47.8% | 1,442 | $101K |
| Coston, McIsaac & Partners | 0.02% | No change | 1,401 | $97K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 1,383 | $97K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 1,337 | $93K |
| Providence Capital Advisors, LLC | 0.01% | No change | 1,329 | $93K |
| Whittier Trust Co. | 0.00% | No change | 1,329 | $93K |
| Albion Financial Group | 0.01% | No change | 1,301 | $91K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,300 | $91K |
| JPL Wealth Management, LLC | 0.02% | No change | 1,272 | $89K |
| Retirement Wealth Solutions LLC | 0.05% | No change | 1,237 | $86K |
| Marshall & Sterling Wealth Advisors Inc. | 0.05% | No change | 1,233 | $86K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,213 | $85K |
| John A. Wolfe & Associates, Inc. | 0.11% | Add +0.3% | 1,167 | $82K |
| Parallel Advisors, LLC | 0.00% | Add +43.8% | 1,166 | $82K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 1,116 | $78K |
| CDKV Holdings LLC | 0.06% | No change | 1,062 | $74K |
| Global Trust Asset Management, LLC | 0.02% | No change | 1,000 | $70K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 976 | $68K |
| Downshift Financial, LLC | 0.03% | New | 947 | $66K |
| CGC Financial Services, LLC | 0.01% | No change | 942 | $66K |
| Vanguard Advisers Inc. | 0.00% | No change | 868 | $61K |
| IAG Wealth Partners, LLC | 0.01% | No change | 852 | $60K |
| Timmons Wealth Management, LLC | 0.04% | No change | 834 | $58K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 832 | $58K |
| Peterson Wealth Management | 0.03% | Add +0.3% | 818 | $57K |
| Centennial Bank | 0.02% | New | 806 | $56K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 749 | $52K |
| Steph & Co. | 0.01% | No change | 711 | $50K |
| Tradewinds Capital Management, LLC | 0.01% | Reduce -62.6% | 617 | $43K |
| Mascoma Wealth Management LLC | 0.01% | No change | 575 | $40K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 520 | $36K |
| Trust Co. of Toledo NA | 0.00% | No change | 497 | $35K |
| Rossby Financial, LCC | 0.01% | Reduce -10.8% | 490 | $34K |
| Qube Research & Technologies Ltd | 0.00% | New | 475 | $33K |
| TIAA Wealth Investment Management LLC | 0.00% | Reduce -11.2% | 444 | $31K |
| CoreFirst Bank & Trust | 0.02% | No change | 443 | $31K |
| Evermay Wealth Management LLC | 0.00% | Add +128.7% | 398 | $28K |
| United Community Bank | 0.01% | No change | 377 | $26K |
| Transce3nd, LLC | 0.23% | No change | 367 | $26K |
| Community Financial Services Group, LLC | 0.00% | No change | 357 | $25K |
| Creative Capital Management Investments LLC | 0.01% | No change | 356 | $25K |
| NBT Bank, N.A. | 0.00% | New | 326 | $23K |
| Gables Capital Management Inc. | 0.01% | No change | 319 | $22K |
| MV Capital Management, Inc. | 0.00% | New | 315 | $22K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 309 | $22K |
| Westside Investment Management, Inc. | 0.00% | No change | 300 | $21K |
| Concord Wealth Partners | 0.00% | New | 288 | $20K |
| Evolution Advisers, Inc. | 0.01% | New | 288 | $20K |
| Pittenger & Anderson Inc. | 0.00% | No change | 253 | $18K |
| Gill Capital Partners, LLC | 0.00% | Reduce -84.3% | 171 | $12K |
| Truvestments Capital LLC | 0.00% | No change | 164 | $11K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 135 | $9K |
| Capital Analysts, LLC | 0.00% | New | 112 | $8K |
| Continuum Advisory, LLC | 0.00% | New | 102 | $7K |
| LifeSteps Financial, Inc. | 0.00% | New | 78 | $5K |
| Trust Co. of Vermont | 0.00% | — | 57 | $4K |
| Horizon Investments, LLC | 0.00% | New | 47 | $3K |
| 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 | $3K |
| Archer Investment Corp | 0.00% | No change | 35 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 31 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 10 | $699 |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 5 | $350 |
| Signaturefd, LLC | 0.00% | No change | 1 | $71 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 1 | $70 |
"% of holder's portfolio" is DFAT's weight in each manager's 13F, not the share of Dimensional US Target Value the manager owns.