Dimensional International VaDFIVETF
13F holders, Q4 2025 (December 31)803holders +81
54new positions
27sold out
2famous investors
$49.95avg. 13F price*
At the end of Q4 2025, 803 institutions reported holding Dimensional International Va (DFIV) in their 13F filings, up 81 from Q3 2025. 54 opened new positions and 27 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($1.5B), Mercer Global Advisors Inc. ($1.1B) and PNC Financial Services Group, Inc. ($772.2M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional International Va
- CUSIP
- 25434V807
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $81.1M |
| Exits | 27 | $113.3M |
All 13F filers, Q3 2025 → Q4 2025: 22,197,547 shares bought and 6,934,506 shares sold, net +15,263,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 803 holders
| Northwestern Mutual Wealth Management Co. | 0.93% | Add +9.6% | 29,462,953 | $1.5B |
| Mercer Global Advisors Inc. | 1.64% | Add +2.8% | 21,523,566 | $1.1B |
| PNC Financial Services Group, Inc. | 0.42% | Add +11.8% | 15,474,236 | $772.2M |
| Focus Partners Wealth | 0.79% | Add +12.6% | 13,823,466 | $689.8M |
| Savant Capital, LLC | 2.44% | Add +0.4% | 8,589,459 | $428.6M |
| Northern Trust Corp. | 0.05% | Add +1.6% | 7,237,561 | $361.2M |
| EP Wealth Advisors, LLC | 1.58% | — | 6,098,853 | $304.3M |
| Focus Partners Advisor Solutions, LLC | 3.53% | Add +20.7% | 5,774,671 | $288.2M |
| Corient Private Wealth LP | 0.32% | Add +57.9% | 4,782,415 | $238.7M |
| Raymond James Financial Inc. | 0.06% | Add +5.2% | 3,782,939 | $188.8M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -16.9% | 3,781,075 | $188.7M |
| Index Fund Advisors, Inc. | 8.36% | Reduce -1.6% | 3,571,373 | $178.2M |
| Plancorp, LLC | 5.39% | Add +5.9% | 3,571,120 | $178.2M |
| HighTower Advisors, LLC | 0.19% | Add +1.6% | 3,461,723 | $172.7M |
| Creative Planning | 0.12% | Add +0.2% | 3,431,663 | $171.2M |
| Farther Finance Advisors, LLC | 1.73% | Add +45.8% | 3,236,596 | $161.5M |
| Foster Group, Inc. | 4.68% | Reduce -4.3% | 3,102,581 | $154.8M |
| Cerity Partners LLC | 0.22% | Add +4.2% | 3,077,484 | $153.6M |
| Bank of America Corp. | 0.01% | Add +25.6% | 2,535,624 | $126.5M |
| Kestra Investment Management, LLC | 2.98% | Reduce -17.8% | 2,442,525 | $121.9M |
| Modera Wealth Management, LLC | 1.32% | Reduce -8.3% | 2,279,761 | $113.8M |
| LPL Financial LLC | 0.03% | Add +9.8% | 2,206,395 | $110.1M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -3.5% | 2,019,437 | $102.2M |
| UBS Group AG | 0.02% | Add +7.9% | 1,887,039 | $94.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.62% | Reduce -1.4% | 1,807,792 | $90.2M |
| Jones Financial Companies LLLP | 0.05% | Add +30.2% | 1,783,925 | $89.0M |
| Team Hewins, LLC | 28.29% | Reduce -1.6% | 1,759,444 | $87.8M |
| Confluence Wealth Services, Inc. | 3.58% | Add +4.3% | 1,732,779 | $86.5M |
| Cetera Investment Advisers | 0.09% | Reduce -12.1% | 1,674,220 | $83.5M |
| Jackson Thornton Wealth Management, LLC | 7.71% | Reduce -1.7% | 1,611,044 | $81.5M |
| TCI Wealth Advisors, Inc. | 4.48% | Add +4.1% | 1,629,209 | $81.3M |
| Choreo, LLC | 0.91% | Add +7.3% | 1,426,283 | $71.5M |
| Evanson Asset Management, LLC | 3.74% | Add +2.2% | 1,386,778 | $69.2M |
| Royal Bank of Canada | 0.01% | Add +7.3% | 1,354,734 | $67.6M |
| Jane Street Group, LLC | 0.08% | Add +160.0% | 1,300,000 | $64.9M |
| Sequoia Financial Advisors, LLC | 0.36% | Add +84.3% | 1,286,363 | $64.2M |
| Beacon Pointe Advisors, LLC | 0.45% | Add +72.3% | 1,285,246 | $64.1M |
| Wealth Management Nebraska | 7.26% | Add +5.5% | 1,272,627 | $63.5M |
| Dixon Fnancial Services, Inc. | 28.04% | Reduce -4.3% | 1,267,615 | $63.3M |
| Falcon Wealth Planning | 5.25% | Add +1.4% | 1,248,922 | $62.3M |
| Beaird Harris Wealth Management, LLC | 4.03% | Reduce -1.2% | 1,171,961 | $58.5M |
| True Link Financial Advisors, LLC | 3.48% | Add +1.9% | 1,147,531 | $57.3M |
| Apella Capital, LLC | 1.13% | Reduce -1.8% | 1,145,849 | $57.2M |
| Petersen Hastings Wealth Advisors Inc. | 5.39% | — | 1,123,945 | $56.1M |
| Washington Trust Bank | 3.82% | Reduce -1.2% | 1,092,839 | $54.5M |
| Maseco LLP | 2.24% | Reduce -1.2% | 1,032,961 | $51.5M |
| Cwm, LLC | 0.13% | Add +928.3% | 967,006 | $48.3M |
| Strategic Financial Services, Inc. | 2.12% | Reduce -0.9% | 843,698 | $46.0M |
| Exencial Wealth Advisors, LLC | 1.44% | Add +14.1% | 909,376 | $45.4M |
| Sax Wealth Advisors, LLC | 2.11% | Add +10.8% | 897,869 | $44.8M |
| Verus Financial Partners, Inc. | 4.11% | Add +0.8% | 851,719 | $44.7M |
| Keb Asset Management, LLC | 8.68% | Add +2.8% | 858,718 | $42.9M |
| Root Financial Partners, LLC | 2.13% | Add +5.8% | 825,294 | $41.2M |
| Smartleaf Asset Management LLC | 1.46% | Add +4101.6% | 771,364 | $38.6M |
| Mariner, LLC | 0.05% | Add +1.3% | 765,415 | $38.2M |
| Pallas Capital Advisors LLC | 1.26% | Add +7.7% | 763,071 | $38.1M |
| Planning Center, Inc. | 3.81% | Reduce -9.0% | 746,887 | $37.3M |
| Wealth Architects, LLC | 3.30% | Reduce -0.2% | 733,561 | $36.6M |
| Vise Technologies, Inc. | 0.72% | Add +312.1% | 732,975 | $36.6M |
| McGlone Suttner Wealth Management, Inc. | 4.92% | Add +1.1% | 732,615 | $36.6M |
| Eclectic Associates Inc. | 5.58% | Add +18.0% | 717,205 | $35.8M |
| Premier Financial Group | 9.24% | Reduce -7.3% | 709,324 | $35.4M |
| Parkwoods Wealth Partners, LLC | 10.22% | Add +6.7% | 696,178 | $34.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.65% | Reduce -0.8% | 689,027 | $34.4M |
| Wells Fargo & Company | 0.01% | Add +9.4% | 686,814 | $34.3M |
| Truist Financial Corp. | 0.04% | Add +14.4% | 666,352 | $33.3M |
| Earned Wealth Advisors, LLC | 2.35% | Add +22.1% | 663,969 | $33.1M |
| Trinity Financial Advisors LLC | 9.23% | Add +1.5% | 661,650 | $33.0M |
| Hill Investment Group Partners, LLC | 3.56% | Reduce -0.5% | 600,089 | $29.9M |
| Equitable Holdings, Inc. | 0.20% | Add +13.4% | 596,720 | $29.8M |
| Sachem Hill LLC | 5.74% | Reduce -3.4% | 592,123 | $29.5M |
| Three Arch Wealth Management LLC | 5.49% | — | 587,718 | $29.3M |
| Fiduciary Financial Group, LLC | 4.12% | Add +7.3% | 583,917 | $29.1M |
| Quent Capital, LLC | 2.04% | Add +12.8% | 566,736 | $28.3M |
| Tobias Financial Advisors, Inc. | 3.89% | Add +17.4% | 552,462 | $27.6M |
| JPMorgan Chase & Co. | 0.00% | Add +3.8% | 552,070 | $27.5M |
| Rockefeller Capital Management L.P. | 0.05% | Add +10.3% | 526,915 | $26.3M |
| Acropolis Investment Management, LLC | 1.17% | Add +1.2% | 520,176 | $26.0M |
| Allworth Financial LP | 0.11% | Add +1.4% | 519,723 | $25.9M |
| Hudock, Inc. | 3.65% | Add +10.4% | 496,824 | $24.8M |
| McMill Wealth Management | 6.96% | Add +1.0% | 495,832 | $24.7M |
| M Holdings Securities, Inc. | 1.76% | New | 493,899 | $24.6M |
| First Command Advisory Services, Inc. | 0.17% | Add +1.2% | 479,786 | $23.9M |
| Landaas & Co. /Wi | 5.20% | Add +38.3% | 473,890 | $23.6M |
| Seven Mile Advisory | 4.11% | Add +1.8% | 471,905 | $23.5M |
| Ocean Park Asset Management, LLC | 1.09% | Reduce -6.5% | 463,800 | $23.1M |
| Bayshore Asset Management, LLC | 9.17% | Reduce -0.3% | 450,427 | $22.5M |
| Pinney & Scofield, Inc. | 12.27% | Add +0.6% | 433,250 | $21.6M |
| Prism Advisors, Inc. | 5.74% | Reduce -0.9% | 431,255 | $21.5M |
| CFS Investment Advisory Services, LLC | 1.56% | Reduce -1.6% | 427,604 | $21.3M |
| Wescott Financial Advisory Group, LLC | 1.84% | Add +0.3% | 422,976 | $21.1M |
| Peapack Gladstone Financial Corp. | 0.26% | Add +35.4% | 419,395 | $20.9M |
| Financially in Tune, LLC | 19.45% | — | 417,530 | $20.8M |
| Disciplined Equity Management, Inc. | 10.76% | Add +2.1% | 416,010 | $20.8M |
| Dopkins Wealth Management, LLC | 8.46% | Reduce -2.3% | 415,108 | $20.7M |
| Osaic Holdings, Inc. | 0.03% | Add +14.3% | 411,301 | $20.5M |
| Kestra Advisory Services, LLC | 0.08% | Add +22.6% | 409,487 | $20.4M |
| Squire Investment Management Company, LLC | 6.01% | Reduce -2.7% | 397,808 | $19.9M |
| Mason Street Advisors, LLC | 1.93% | Reduce -11.2% | 393,365 | $19.6M |
| Factor Wealth Management LTD | 4.23% | Add +7.4% | 392,659 | $19.6M |
| Navigoe, LLC | 12.00% | Reduce -0.9% | 389,684 | $19.4M |
| Market Street Wealth Management Advisors LLC | 3.02% | Reduce -3.1% | 389,004 | $19.4M |
| LRI Investments, LLC | 1.56% | Add +4.3% | 387,669 | $19.3M |
| Forum Financial Management, LP | 0.25% | Reduce -1.3% | 382,857 | $19.1M |
| Embree Financial Group | 2.33% | Add +24.1% | 379,530 | $18.9M |
| ShankerValleau Wealth Advisors, Inc. | 5.13% | Reduce -2.2% | 379,096 | $18.9M |
| MML Investors Services, LLC | 0.05% | Add +3.3% | 375,978 | $18.8M |
| McLean Asset Management Corp | 3.33% | Reduce -2.6% | 360,722 | $18.6M |
| Claris Advisors, LLC / Mo / | 5.60% | Reduce -2.1% | 368,497 | $18.4M |
| Cowa, LLC | 5.53% | Reduce -18.6% | 364,474 | $18.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +5.9% | 364,193 | $18.2M |
| Vestia Personal Wealth Advisors | 9.22% | Add +1.1% | 351,744 | $18.1M |
| TruWealth Advisors, LLC | 0.88% | Add +2.2% | 360,014 | $18.0M |
| Apeiron RIA LLC | 3.63% | Reduce -0.1% | 336,377 | $17.9M |
| Capital Analysts, LLC | 0.50% | Add +4.0% | 358,539 | $17.9M |
| Moneta Group Investment Advisors LLC | 0.14% | Add +1.3% | 357,314 | $17.8M |
| Pathstone Holdings, LLC | 0.07% | Add +30.8% | 351,025 | $17.5M |
| Baird Financial Group, Inc. | 0.03% | Add +20.0% | 345,336 | $17.2M |
| Shearwater Capital LLC | 9.82% | Reduce -0.4% | 342,883 | $17.1M |
| Peirce Capital Management, LLC | 6.75% | Reduce -1.1% | 339,659 | $16.9M |
| Rather & Kittrell, Inc. | 2.70% | Reduce -2.8% | 335,871 | $16.8M |
| Captrust Financial Advisors | 0.03% | Reduce -1.2% | 333,482 | $16.6M |
| Financial Connections Group, Inc. | 5.70% | Add +9.6% | 332,375 | $16.6M |
| Meritas Wealth Management, LLC | 7.95% | Reduce -0.1% | 331,066 | $16.5M |
| Invst, LLC | 1.77% | Reduce -2.4% | 326,536 | $16.3M |
| EnRich Financial Partners LLC | 4.37% | Reduce -0.6% | 321,514 | $16.0M |
| AQR Capital Management | 0.01% | Add +23.6% | 320,008 | $16.0M |
| Sterling Financial Planning, Inc. | 4.80% | Add +0.7% | 318,899 | $15.9M |
| Disciplined Investments, LLC | 6.03% | Add +1.5% | 314,276 | $15.7M |
| Fischer Investment Strategies, LLC | 8.85% | Add +25.3% | 304,220 | $15.2M |
| Ruedi Wealth Management, Inc. | 3.98% | Add +0.2% | 304,011 | $15.2M |
| JDH Wealth Management, LLC | 10.22% | Reduce -0.9% | 298,802 | $14.9M |
| KM Capital Management Ltd. | 7.41% | Reduce -2.1% | 290,623 | $14.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +6.4% | 288,771 | $14.4M |
| Great Oak Capital Partners, LLC | 3.61% | Reduce -3.1% | 285,209 | $14.4M |
| VeraBank, N.A. | 2.61% | Add +37.5% | 287,153 | $14.3M |
| Tradewinds, LLC. | 3.32% | Add +4.5% | 278,885 | $13.9M |
| Stifel Financial Corp. | 0.01% | Add +2.9% | 278,818 | $13.9M |
| Guardian Wealth Management, LLC | 4.38% | — | 277,185 | $13.8M |
| Fonville Wealth Management LLC | 2.81% | Add +6.0% | 275,147 | $13.7M |
| Lauterbach Financial Advisors, LLC | 6.57% | Add +0.6% | 269,206 | $13.4M |
| Mraz, Amerine & Associates, Inc. | 1.98% | Add +1.6% | 267,218 | $13.3M |
| Capstone Wealth Management, LLC | 9.71% | Reduce -0.1% | 266,607 | $13.3M |
| Integrated Wealth Concepts LLC | 0.16% | Reduce -0.2% | 265,279 | $13.2M |
| Destiny Wealth Partners, LLC | 1.51% | Add +34.7% | 251,244 | $13.2M |
| Allen Wealth Management, LLC | 7.80% | New | 259,722 | $13.0M |
| B&D White Capital Company, LLC | 1.49% | Reduce -0.9% | 257,183 | $12.8M |
| Robinswood Financial LLC | 3.95% | Add +2.0% | 247,628 | $12.4M |
| Savvy Advisors, Inc. | 0.40% | Add +52.5% | 246,867 | $12.3M |
| Monograph Wealth Advisors, LLC | 1.20% | Reduce -0.4% | 243,970 | $12.2M |
| Cardiff Park Advisors, LLC | 1.00% | Reduce -8.5% | 243,394 | $12.1M |
| Werba Rubin Papier Wealth Management | 3.27% | Add +0.8% | 241,881 | $12.1M |
| DiNuzzo Private Wealth, Inc. | 1.30% | Reduce -3.1% | 239,983 | $12.0M |
| Maryland Capital Advisors Inc. | 3.92% | Add +2.3% | 232,118 | $11.6M |
| Tillman Hartley LLC | 2.87% | Reduce -5.6% | 229,140 | $11.4M |
| Elevate Wealth Advisory, Inc. | 7.81% | Add +5.5% | 228,912 | $11.4M |
| Northwest Wealth Management, LLC | 1.76% | Reduce -5.5% | 224,156 | $11.2M |
| SeedSafe Financial LLC | 9.77% | — | 221,118 | $11.0M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -3.6% | 215,006 | $10.8M |
| Austin Asset Management Co Inc | 1.81% | Reduce -0.7% | 211,643 | $10.6M |
| Baker Boyer National Bank | 3.18% | Reduce -0.7% | 211,322 | $10.5M |
| Morgan Stanley | 0.00% | Add +18.5% | 211,046 | $10.5M |
| Andrews, Lucia Wealth Management LLC | 6.20% | Reduce -1.6% | 209,201 | $10.4M |
| Mission Wealth Management, LP | 0.21% | Add +11.6% | 207,529 | $10.4M |
| Axxcess Wealth Management, LLC | 0.18% | Add +373.4% | 206,028 | $10.3M |
| Aspiriant, LLC | 0.29% | Add +1.4% | 205,214 | $10.2M |
| ABLE Financial Group, LLC | 2.07% | Add +7.5% | 204,097 | $10.2M |
| Rothschild Wealth LLC | 0.96% | New | 200,559 | $10.0M |
| Visionary Wealth Advisors | 0.45% | Add +13.7% | 200,436 | $10.0M |
| Financial Futures Ltd Liability Co. | 4.59% | Add +0.8% | 198,618 | $9.9M |
| Caliber Wealth Management, LLC / KS | 1.06% | Reduce -1.3% | 196,866 | $9.8M |
| Stone Summit Wealth LLC | 2.60% | Add +4.7% | 192,139 | $9.6M |
| Waverly Advisors, LLC | 0.08% | Add +17.8% | 189,553 | $9.5M |
| Phillips Financial Management, LLC | 0.61% | Reduce -0.3% | 188,509 | $9.4M |
| AE Wealth Management LLC | 0.05% | Reduce -6.9% | 185,696 | $9.3M |
| Altiora Financial Group, LLC | 1.59% | No change | 185,313 | $9.2M |
| Eq Wealth Advisors, LLC | 5.45% | Reduce -4.7% | 184,864 | $9.2M |
| G2 Capital Management, LLC / Oh | 2.22% | Add +3.8% | 184,129 | $9.2M |
| Compound Planning, Inc. | 0.27% | Reduce -23.1% | 183,763 | $9.2M |
| Tortoise Investment Management, LLC | 0.80% | Add +1.2% | 181,586 | $9.1M |
| Kings Path Partners LLC | 3.06% | Add +4.2% | 174,937 | $8.7M |
| Sanctuary Advisors, LLC | 0.05% | Add +109.6% | 171,946 | $8.6M |
| REAP Financial Group, LLC | 1.72% | Add +5.6% | 169,616 | $8.5M |
| Baker Tilly Wealth Management, LLC | 2.08% | Reduce -46.8% | 168,889 | $8.4M |
| Cedar Point Capital Partners, LLC | 5.38% | Reduce -4.6% | 168,755 | $8.4M |
| Evoke Wealth, LLC | 0.16% | Add +76.3% | 168,177 | $8.4M |
| Oceanside Advisors LLC | 5.08% | Reduce -3.5% | 168,097 | $8.4M |
| Kondo Wealth Advisors, Inc. | 3.19% | Reduce -1.3% | 166,861 | $8.3M |
| Trademark Financial Management, LLC | 4.33% | Add +12.9% | 157,703 | $7.9M |
| SB Capital Management Inc | 2.85% | — | 155,832 | $7.8M |
| Certified Advisory Corp | 0.69% | Add +4.2% | 151,310 | $7.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +1.4% | 150,433 | $7.5M |
| J. Mark Nickell & Co. | 6.92% | — | 150,122 | $7.5M |
| Cordant, Inc. | 3.11% | Reduce -8.8% | 148,861 | $7.4M |
| Family Legacy, Inc. | 2.22% | Reduce -1.0% | 148,511 | $7.4M |
| Richard Young Associates, Ltd. | 5.75% | — | 147,600 | $7.4M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +5.6% | 144,224 | $7.2M |
| Mattern Wealth Management LLC | 1.36% | Add +5.1% | 141,357 | $7.1M |
| Sculati Wealth Management, LLC | 2.49% | Add +9.2% | 141,230 | $7.0M |
| Strategic Investment Solutions, Inc. | 1.68% | Add +18.9% | 139,084 | $7.0M |
| Shotwell Rutter Baer Inc | 4.19% | Add +2.0% | 138,142 | $7.0M |
| Perigon Wealth Management, LLC | 0.12% | Add +5.3% | 138,263 | $6.9M |
| Compass Financial Group, Inc. | 3.01% | Reduce -0.1% | 136,824 | $6.8M |
| Mather Group, Llc. | 0.07% | Reduce -15.3% | 136,101 | $6.8M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +8.0% | 135,176 | $6.7M |
| HMV Wealth Advisors, LLC | 3.37% | Add +1.0% | 135,095 | $6.7M |
| N.E.W. Advisory Services LLC | 0.49% | Reduce -3.0% | 133,699 | $6.7M |
| Larson Financial Group LLC | 0.22% | Reduce -0.8% | 131,782 | $6.6M |
| Vistica Wealth Advisors, LLC | 6.53% | — | 131,403 | $6.6M |
| Rf&l Wealth Management, LLC | 3.61% | Add +1.0% | 129,106 | $6.4M |
| CreativeOne Wealth, LLC | 0.16% | Add +2.9% | 128,335 | $6.4M |
| Bank of New Hampshire | 1.43% | Add +89.7% | 127,705 | $6.4M |
| 1900 Wealth Management LLC | 0.40% | Add +0.7% | 126,018 | $6.3M |
| Causey Wealth LLC | 2.84% | Add +5.1% | 125,452 | $6.3M |
| Segall Bryant & Hamill, LLC | 0.08% | New | 123,519 | $6.2M |
| Turning Point Benefit Group, Inc. | 3.19% | Add +21.2% | 122,523 | $6.1M |
| Whittier Trust Co. | 0.07% | No change | 119,178 | $6.0M |
| Timonier Family Office, LTD. | 1.89% | Reduce -11.0% | 119,333 | $6.0M |
| Sterling Wealth Management, Inc. | 1.68% | Add +5.7% | 118,328 | $5.9M |
| EverSource Wealth Advisors, LLC | 0.22% | Reduce -1.5% | 118,026 | $5.9M |
| Avior Wealth Management, LLC | 0.18% | Reduce -2.5% | 116,769 | $5.8M |
| Estate Counselors, LLC | 0.49% | Add +2.0% | 116,640 | $5.8M |
| Avise Financial Cooperative, Inc. | 5.26% | — | 116,214 | $5.8M |
| OMNI 360 Wealth, Inc. | 2.96% | Add +5.8% | 112,019 | $5.8M |
| Composition Wealth, LLC | 0.08% | Add +2.7% | 115,136 | $5.7M |
| Quantinno Capital Management LP | 0.01% | Add +29.8% | 114,651 | $5.7M |
| &partners | 0.03% | Add +40.7% | 114,396 | $5.7M |
| Glass Jacobson Investment Advisors llc | 2.03% | Add +2.6% | 113,238 | $5.7M |
| Alpha Advisors, LLC | 4.35% | Add +2.7% | 113,182 | $5.6M |
| Del-Sette Capital Management, LLC | 3.48% | Add +3.1% | 113,006 | $5.6M |
| DeLarme Wealth Management, Inc. | 3.99% | — | 112,717 | $5.6M |
| ATLas Financial Planning LLC | 5.46% | — | 111,566 | $5.6M |
| Laurel Wealth Planning LLC | 3.03% | Reduce -3.3% | 109,702 | $5.5M |
| Cogent Strategic Wealth LLC | 5.92% | — | 104,128 | $5.4M |
| Valued Retirements, Inc. | 5.29% | Reduce -3.7% | 108,430 | $5.4M |
| Brookstone Capital Management | 0.06% | Reduce -4.1% | 107,893 | $5.4M |
| Lam Group, Inc. | 3.04% | Reduce -1.9% | 106,408 | $5.3M |
| Frankly Finances, LLC | 5.00% | — | 105,679 | $5.3M |
| Natixis Advisors, LLC | 0.01% | Add +75.7% | 104,785 | $5.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -0.8% | 103,972 | $5.2M |
| Advisory Alpha, LLC | 0.14% | Add +4.3% | 102,680 | $5.1M |
| Barnes Pettey Financial Advisors, LLC | 2.53% | Add +1.2% | 102,521 | $5.1M |
| Breakwater Capital Group | 0.70% | Reduce -26.0% | 100,861 | $5.0M |
| Kelly Financial Group LLC | 1.28% | Add +1.3% | 100,610 | $5.0M |
| Spire Wealth Management | 0.17% | Add +6.3% | 100,541 | $5.0M |
| Serenity Investment Advisors | 2.92% | — | 99,022 | $5.0M |
| Graver Capital Management, LLC | 3.93% | Add +1.4% | 99,665 | $5.0M |
| Tilson Financial Group, Inc. | 1.52% | Add +3.1% | 98,923 | $4.9M |
| Betterment LLC | 0.01% | Reduce -8.0% | 97,520 | $4.9M |
| Addison Advisors LLC | 1.09% | Add +4.4% | 97,333 | $4.9M |
| Armbruster Capital Management, Inc. | 0.81% | Reduce -2.7% | 97,145 | $4.8M |
| Accel Wealth Management | 1.31% | Add +37.1% | 95,781 | $4.8M |
| Porter White Investment Advisors, Inc. | 1.96% | Reduce -3.0% | 95,746 | $4.8M |
| Benningfield Financial Advisors, LLC | 3.74% | Reduce -2.7% | 95,695 | $4.8M |
| Poinciana Advisors Group, LLC | 3.66% | Add +3.5% | 92,924 | $4.6M |
| Moisand Fitzgerald Tamayo, LLC | 0.52% | Reduce -0.9% | 92,899 | $4.6M |
| Burk Holdings LLC | 2.21% | Reduce -2.1% | 92,721 | $4.6M |
| Verum Partners LLC | 0.93% | Reduce -0.3% | 92,047 | $4.6M |
| Cambridge Financial Group, LLC | 1.56% | Add +21.4% | 107,470 | $4.5M |
| InTrack Investment Management Inc | 2.50% | Reduce -7.9% | 89,599 | $4.5M |
| Journey Beyond Wealth, LLC | 3.56% | Add +3.1% | 89,570 | $4.5M |
| Beacon Harbor Wealth Advisors, Inc. | 0.99% | Add +2.0% | 89,462 | $4.5M |
| Castle Wealth Management LLC | 1.48% | Add +3.0% | 89,267 | $4.5M |
| Park Avenue Securities LLC | 0.04% | Add +47.8% | 89,248 | $4.5M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -0.4% | 88,960 | $4.4M |
| CVA Family Office, LLC | 0.50% | Add +13.3% | 87,750 | $4.4M |
| Bedel Financial Consulting, Inc. | 0.47% | Add +1.1% | 87,416 | $4.4M |
| Ariadne Wealth Management, LP | 1.78% | Reduce -0.3% | 77,997 | $4.3M |
| Avidian Wealth Enterprises, LLC | 0.16% | Add +9.5% | 85,744 | $4.3M |
| Investmark Advisory Group LLC | 1.79% | Reduce -0.2% | 84,262 | $4.2M |
| TruNorth Capital Management, LLC | 0.79% | Reduce -0.1% | 83,573 | $4.2M |
| Awm Capital, LLC | 0.37% | Reduce -3.9% | 82,650 | $4.1M |
| FMB Wealth Management | 1.63% | Reduce -0.0% | 82,576 | $4.1M |
| Regions Financial Corp. | 0.03% | Reduce -0.4% | 80,393 | $4.0M |
| Per Stirling Capital Management, LLC. | 0.45% | Reduce -2.8% | 80,069 | $4.0M |
| Platt Wealth Management LLC | 3.87% | — | 78,157 | $3.9M |
| FMR LLC | 0.00% | Add +73.9% | 77,465 | $3.9M |
| L.K. Benson & Company, P.C. | 1.93% | Add +0.5% | 76,970 | $3.8M |
| City State Bank | 1.05% | Add +15.8% | 76,739 | $3.8M |
| FineMark National Bank & Trust | 0.12% | Add +134.5% | 76,467 | $3.8M |
| Symmetry Partners, LLC | 0.22% | Reduce -5.2% | 76,077 | $3.8M |
| Signet Financial Management, LLC | 0.42% | Add +1.1% | 75,449 | $3.8M |
| Pillar Financial Advisors, LLC | 2.22% | No change | 73,864 | $3.7M |
| Merit Financial Group, LLC | 0.03% | Add +5.6% | 73,730 | $3.7M |
| Old Mission Capital LLC | 0.14% | Reduce -40.0% | 73,224 | $3.7M |
| Aviance Capital Partners, LLC | 0.42% | Reduce -0.5% | 72,674 | $3.6M |
| Beckerman Institutional, LLC | 2.01% | Add +5.3% | 71,711 | $3.6M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +23.3% | 71,405 | $3.6M |
| Red Lighthouse Investment Management, LLC | 1.27% | No change | 71,355 | $3.6M |
| AG Asset Advisory, LLC | 3.05% | Add +27.0% | 71,307 | $3.6M |
| World Investment Advisors | 0.06% | Add +222.4% | 71,181 | $3.6M |
| Vance Wealth, LLC | 1.05% | Add +8.3% | 70,744 | $3.5M |
| Herold Advisors, Inc. | 0.78% | Add +6.8% | 70,226 | $3.5M |
| Hippocratic Financial Advisors, LLC | 1.59% | Add +11.0% | 69,059 | $3.4M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 3.22% | — | 68,793 | $3.4M |
| Cresset Asset Management, LLC | 0.01% | Add +2.5% | 67,969 | $3.4M |
| Opus Financial Solutions LLC | 3.20% | — | 67,860 | $3.4M |
| Aegis Wealth Management LLC | 1.91% | No change | 67,764 | $3.4M |
| Forteris Wealth Management Inc. | 3.32% | — | 67,637 | $3.4M |
| Aerodigm Wealth, LLC | 1.29% | No change | 66,885 | $3.3M |
| IFP Advisors, Inc | 0.07% | Add +5.9% | 66,852 | $3.3M |
| Lakeshore Financial Planning, Inc. | 1.19% | Add +0.7% | 66,536 | $3.3M |
| Klingman & Associates, LLC | 0.16% | Add +582.7% | 66,367 | $3.3M |
| Baring Financial LLC | 2.01% | New | 66,317 | $3.3M |
| CLG LLC | 0.82% | Add +6.7% | 66,301 | $3.3M |
| Winter & Associates, Inc. | 3.00% | — | 65,052 | $3.2M |
| Belleair Asset Management, LLC | 3.08% | — | 64,825 | $3.2M |
| Citadel Advisors | 0.00% | Reduce -78.1% | 64,453 | $3.2M |
| Financial Synergies Wealth Advisors, Inc. | 0.31% | Add +5.2% | 64,344 | $3.2M |
| Donalies Financial Planning, LLC | 2.73% | — | 64,314 | $3.2M |
| Family CFO Inc | 1.43% | Add +0.1% | 64,262 | $3.2M |
| Corus Family Wealth Advisors | 2.54% | Reduce -16.6% | 63,835 | $3.2M |
| Kraft, Davis & Associates, LLC | 0.70% | Add +2.3% | 61,390 | $3.1M |
| Advisory Services Network, LLC | 0.04% | Add +3.4% | 62,560 | $3.1M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Reduce -7.0% | 61,977 | $3.1M |
| Atria Investments, Inc | 0.04% | Add +45.9% | 61,696 | $3.1M |
| Kilner Capital Advisors, LLC | 2.90% | — | 60,972 | $3.0M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Add +0.7% | 59,957 | $3.0M |
| Fund Evaluation Group, LLC | 0.10% | Reduce 0.0% | 58,850 | $2.9M |
| McKinley Carter Wealth Services, Inc. | 0.16% | Reduce -8.6% | 58,238 | $2.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -36.3% | 58,151 | $2.9M |
| Allegiance Financial Group Advisory Services LLC | 0.60% | Reduce -4.3% | 57,434 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 56,948 | $2.8M |
| Strathmore Capital Advisors, Inc. | 0.90% | Reduce -0.9% | 55,276 | $2.8M |
| Kaufman Rossin Wealth, LLC | 1.43% | Reduce -3.8% | 54,961 | $2.7M |
| Collective Family Office LLC | 0.62% | Add +6.4% | 54,202 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +18.3% | 54,048 | $2.7M |
| SwitchPoint Financial Planning, LLC | 1.88% | Reduce -11.8% | 53,777 | $2.7M |
| Interchange Capital Partners, LLC | 0.50% | No change | 53,680 | $2.7M |
| M&T Bank Corp | 0.01% | Add +16.9% | 53,301 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -11.3% | 53,022 | $2.6M |
| MAI Capital Management | 0.02% | Add +0.5% | 52,615 | $2.6M |
| Ferguson Johnson Wealth Management Inc | 2.18% | — | 52,513 | $2.6M |
| Broadhurst Jeffrey B | 2.60% | — | 50,216 | $2.5M |
| McCartney Wealth Management LLC | 2.13% | — | 49,583 | $2.5M |
| Prism Planning Partners LLC | 2.77% | — | 49,549 | $2.5M |
| Joel Isaacson & Co., LLC | 0.08% | New | 49,146 | $2.5M |
| JMG Financial Group, Ltd. | 0.07% | Reduce -0.9% | 48,474 | $2.4M |
| Navis Wealth Advisors, LLC | 1.01% | New | 47,874 | $2.4M |
| Legacy Financial Advisors, Inc. | 0.33% | Add +2.4% | 47,219 | $2.4M |
| Platform Wealth Management, LLC | 0.62% | — | 46,646 | $2.3M |
| Builder Investment Group Inc. | 0.50% | Reduce -3.6% | 46,400 | $2.3M |
| Pacific Asset Management, LLC | 1.37% | Reduce -9.0% | 45,756 | $2.3M |
| Summit Financial, LLC | 0.03% | Add +19.0% | 45,625 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +2.5% | 45,501 | $2.3M |
| Cloud Capital Management, LLC | 1.07% | Add +2.2% | 45,497 | $2.3M |
| Greenspring Advisors, LLC | 0.14% | Add +47.0% | 45,314 | $2.3M |
| Red Tortoise LLC | 0.97% | Add +0.6% | 45,302 | $2.3M |
| Lodestone Wealth Management LLC | 0.92% | Reduce -3.7% | 45,164 | $2.3M |
| Total Wealth Planning, LLC | 4.81% | Reduce -94.9% | 45,087 | $2.2M |
| Krilogy Financial LLC | 0.08% | Add +0.7% | 42,491 | $2.2M |
| Trace Wealth Advisors, LLC | 1.60% | No change | 44,424 | $2.2M |
| Aurelius Family Office LLC | 0.94% | Reduce -11.7% | 43,164 | $2.2M |
| Strata Wealth Advisors, LLC | 0.61% | Reduce -3.7% | 43,705 | $2.2M |
| LJI Wealth Management, LLC | 0.33% | Add +549.4% | 43,388 | $2.2M |
| Freedom Investment Management, Inc. | 0.63% | Reduce -0.1% | 43,312 | $2.2M |
| Clark Asset Management, LLC | 0.22% | Add +69.2% | 43,310 | $2.2M |
| Pettinga Financial Advisors LLC | 0.40% | Reduce -14.5% | 42,741 | $2.1M |
| Fifth Third Securities, Inc. | 0.14% | Add +0.1% | 41,818 | $2.1M |
| Investment Advisory Group, LLC | 0.54% | Add +18.1% | 41,674 | $2.1M |
| Nautilus Advisors LLC | 1.35% | Add +4.4% | 41,531 | $2.1M |
| BWM Planning, LLC | 0.55% | No change | 40,979 | $2.0M |
| AlphaCore Capital LLC | 0.05% | Reduce -1.8% | 40,874 | $2.0M |
| Zhang Financial LLC | 0.08% | Add +2.2% | 40,849 | $2.0M |
| CSS LLC | 0.34% | No change | 40,350 | $2.0M |
| Boston Partners | 0.00% | Add +2.9% | 40,190 | $2.0M |
| Atlantic Union Bankshares Corp | 0.04% | Add +51.9% | 40,149 | $2.0M |
| Quarry Hill Advisors, LLC | 0.92% | No change | 39,745 | $2.0M |
| Sovereign Financial Group, Inc. | 0.35% | Add +26.2% | 39,593 | $2.0M |
| BluePrint Investing LLC | 1.75% | — | 39,038 | $1.9M |
| Triangle Securities Wealth Management | 0.41% | Reduce -2.9% | 38,950 | $1.9M |
| Applied Capital LLC | 0.75% | No change | 38,926 | $1.9M |
| Triumph Capital Management | 0.42% | New | 38,745 | $1.9M |
| ARK & TLK Investments, LLC | 0.53% | Reduce -0.3% | 38,291 | $1.9M |
| SOL Capital Management CO | 0.17% | Add +6.3% | 37,830 | $1.9M |
| Seven Springs Wealth Group, LLC | 0.55% | Reduce -0.2% | 37,585 | $1.9M |
| Washington Trust Advisors, Inc. | 0.14% | Reduce -0.5% | 37,521 | $1.9M |
| JFS Wealth Advisors, LLC | 0.10% | Reduce -0.5% | 37,082 | $1.9M |
| Medallion Wealth Advisors, LLC | 0.61% | Add +7.6% | 36,639 | $1.8M |
| Aspirean Wealth, LLC | 1.98% | — | 36,408 | $1.8M |
| Silver Oak Securities, Incorporated | 0.12% | Reduce -3.8% | 35,760 | $1.8M |
| American Investment Services, Inc. | 0.41% | Reduce -1.1% | 35,620 | $1.8M |
| Valued Wealth Advisors LLC | 0.78% | Reduce -1.6% | 35,605 | $1.8M |
| TFO Wealth Partners, LLC | 0.26% | Reduce -4.3% | 35,031 | $1.7M |
| Ballentine Partners, LLC | 0.02% | No change | 34,870 | $1.7M |
| Peoples Bank | 1.08% | Reduce -2.4% | 34,746 | $1.7M |
| Curi Capital, LLC | 0.03% | Add +0.7% | 34,598 | $1.7M |
| Vantage Point Financial LLC | 0.61% | Reduce -5.2% | 34,430 | $1.7M |
| HBE Wealth Management, LLC | 1.60% | — | 34,129 | $1.7M |
| Morris Financial Concepts, Inc. | 0.59% | Add +12.5% | 34,029 | $1.7M |
| Running Point Capital Advisors, LLC | 0.46% | No change | 33,765 | $1.7M |
| Bridge Generations Wealth Management LLC | 1.03% | No change | 33,191 | $1.7M |
| APS Management Group, Inc. | 1.40% | Add +3.2% | 32,844 | $1.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.29% | Add +30.3% | 32,638 | $1.6M |
| Diversified Portfolios, Inc. | 0.14% | Reduce -44.5% | 32,596 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Add +9.7% | 32,227 | $1.6M |
| Verus Wealth Management, LLC | 1.50% | Reduce -7.2% | 32,209 | $1.6M |
| Cherry Tree Wealth Management, LLC | 0.34% | Reduce -0.5% | 32,170 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | No change | 31,431 | $1.6M |
| Zacks Investment Management | 0.01% | Add +33.4% | 30,681 | $1.5M |
| Heritage Wealth Management, Inc./Texas | 0.66% | Reduce -0.7% | 30,654 | $1.5M |
| Arcadia Wealth Management, LLC | 0.57% | Reduce -2.0% | 30,508 | $1.5M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 29,683 | $1.5M |
| Lutz Financial Services LLC | 0.10% | Add +3.7% | 29,623 | $1.5M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +131.2% | 28,926 | $1.4M |
| Oath Planning, LLC | 1.41% | — | 28,672 | $1.4M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.7% | 27,425 | $1.4M |
| Valeo Financial Advisors, LLC | 0.03% | Add +0.1% | 28,246 | $1.4M |
| 25 LLC | 0.45% | Reduce -0.4% | 28,165 | $1.4M |
| Powerhouse Assets LLC | 1.23% | — | 28,082 | $1.4M |
| New Wave Wealth Advisors LLC | 0.51% | Add +217.1% | 28,053 | $1.4M |
| Berger Financial Group, Inc | 0.08% | Add +0.1% | 27,905 | $1.4M |
| Foundation Wealth Management, LLC\PA | 0.50% | Reduce -1.4% | 27,858 | $1.4M |
| Citizens Financial Group Inc. | 0.02% | Add +1.2% | 27,486 | $1.4M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -0.3% | 27,434 | $1.4M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Add +5.2% | 26,988 | $1.3M |
| Quadrature Capital Ltd | 0.01% | New | 26,878 | $1.3M |
| Watershed Private Wealth LLC | 0.39% | Reduce -0.1% | 25,900 | $1.3M |
| Comerica Bank | 0.01% | Reduce -1.3% | 25,690 | $1.3M |
| Capital Investment Management, Inc. | 0.44% | — | 25,422 | $1.3M |
| McGrath & Associates, Inc. | 1.80% | Reduce -0.1% | 25,392 | $1.3M |
| Drive Wealth Management, LLC | 0.25% | Add +71.6% | 25,359 | $1.3M |
| ProCore Advisors, LLC | 1.30% | — | 25,311 | $1.3M |
| Wealth Enhancement Trust Services, Inc. | 0.16% | — | 25,310 | $1.3M |
| Evergreen Wealth Partners LLC | 1.06% | — | 25,225 | $1.3M |
| Riverchase Wealth Management, LLC | 0.68% | Add +14.4% | 25,151 | $1.3M |
| Clarity Capital Advisors, LLC | 0.63% | Add +0.6% | 25,058 | $1.3M |
| RTD Financial Advisors, Inc. | 0.15% | Add +186.9% | 24,953 | $1.2M |
| Sutton Place Investors LLC | 0.68% | Reduce -0.8% | 24,738 | $1.2M |
| Compass Capital Corp. /Ma/ | 0.47% | Reduce -8.9% | 21,958 | $1.2M |
| New Dimensions Wealth Management, LLC | 1.03% | Reduce -2.2% | 24,228 | $1.2M |
| Elmwood Wealth Management, Inc. | 0.37% | New | 23,442 | $1.2M |
| RB Capital Management, LLC | 0.25% | Add +0.2% | 23,285 | $1.2M |
| Wolfstich Capital, LLC | 1.07% | New | 23,198 | $1.2M |
| Encompass Wealth Advisors, LLC | 0.39% | No change | 23,091 | $1.2M |
| Sei Investments Co. | 0.00% | Add +23.9% | 23,037 | $1.1M |
| Archvest Wealth Advisors, Inc. | 0.73% | Add +0.8% | 23,026 | $1.1M |
| Longview Financial Advisors LLC | 0.63% | Reduce -0.8% | 22,911 | $1.1M |
| Americana Partners, LLC | 0.03% | Add +13.7% | 22,697 | $1.1M |
| Sunesis Advisors, LLC | 0.51% | No change | 22,653 | $1.1M |
| Mills Wealth Advisors LLC | 0.44% | Reduce -0.9% | 22,605 | $1.1M |
| HBW Advisory Services LLC | 0.12% | Reduce -0.4% | 22,441 | $1.1M |
| Prosperity Planning, Inc. | 0.41% | Reduce -0.1% | 22,396 | $1.1M |
| Beacon Financial Advisory LLC | 0.26% | Add +7.8% | 22,296 | $1.1M |
| Approach Retirement Advisors, LLC | 0.94% | — | 21,923 | $1.1M |
| Optivise Advisory Services LLC | 0.63% | Reduce -29.6% | 21,795 | $1.1M |
| Wedmont Private Capital | 0.04% | Add +5.2% | 21,652 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -0.8% | 21,698 | $1.1M |
| Callan Family Office, LLC | 0.02% | No change | 21,605 | $1.1M |
| US Bancorp \de | 0.00% | Add +0.1% | 21,587 | $1.1M |
| SJS Investment Consulting Inc. | 0.13% | Add +0.4% | 21,182 | $1.1M |
| Eaton Financial Holdings Company, LLC | 0.28% | Add +9.3% | 20,912 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 20,847 | $1.0M |
| Fifth Third Bancorp | 0.00% | Reduce -17.0% | 20,833 | $1.0M |
| CogentBlue Wealth Advisors, LLC | 0.70% | Reduce -5.0% | 20,699 | $1.0M |
| BIP Wealth, LLC | 0.04% | Add +61.3% | 20,224 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.8% | 20,218 | $1.0M |
| Avant Financial Advisors LLC | 0.72% | No change | 20,080 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Reduce -9.8% | 20,079 | $1.0M |
| Level Financial Advisors | 0.26% | Reduce -5.1% | 19,984 | $997K |
| D.A. Davidson & Co. | 0.01% | Reduce -4.8% | 19,883 | $992K |
| Tru Independence Asset Management 2, LLC | 0.62% | Reduce -14.0% | 19,737 | $985K |
| MPWM Advisory Solutions, LLC | 0.55% | Reduce -0.2% | 19,615 | $979K |
| Ellenbecker Investment Group | 0.14% | Add +0.5% | 19,552 | $976K |
| GWN Securities Inc. | 0.20% | Add +16.6% | 19,343 | $965K |
| Balentine LLC | 0.04% | Reduce -2.3% | 19,315 | $964K |
| IFG Advisors, LLC | 0.16% | Reduce -2.6% | 19,152 | $956K |
| Family Wealth Partners, LLC | 0.34% | Add +0.1% | 19,051 | $951K |
| NerdWallet Wealth Partners, LLC | 0.42% | Add +0.0% | 18,783 | $937K |
| Asset Dedication, LLC | 0.06% | Reduce -6.6% | 18,754 | $936K |
| Hardin Capital Partners, LLC | 0.44% | Add +9.1% | 18,550 | $926K |
| Lido Advisors, LLC | 0.00% | Reduce -0.0% | 19,174 | $915K |
| GTS Securities LLC | 0.03% | New | 18,303 | $913K |
| Mustard Seed Financial, LLC | 0.56% | Reduce -0.2% | 17,865 | $891K |
| Brown Advisory Inc. | 0.00% | Add +216.8% | 17,806 | $889K |
| Diversify Advisory Services, LLC | 0.03% | Add +3.1% | 17,209 | $888K |
| E6 Portfolios, LLC | 1.01% | — | 17,759 | $886K |
| Versant Capital Management, Inc | 0.11% | Reduce -13.7% | 17,680 | $882K |
| Melfa Wealth Management, Inc. | 0.50% | Add +3.7% | 17,503 | $873K |
| Able Wealth Management LLC | 0.27% | Reduce -4.5% | 17,355 | $866K |
| Wealthspan Partners, LLC | 0.31% | Add +11.9% | 17,334 | $865K |
| Mullaney, Keating & Wright, Inc. | 0.46% | Add +4.6% | 17,308 | $864K |
| Coston, McIsaac & Partners | 0.20% | Add +194.9% | 17,295 | $862K |
| J. Derek Lewis & Associates Inc. | 0.20% | — | 17,274 | $862K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 17,255 | $861K |
| Curio Wealth, LLC | 0.30% | Add +0.2% | 16,984 | $850K |
| Kane Co Wealth Management, Inc. | 0.75% | — | 16,953 | $846K |
| Acorn Wealth Advisors, LLC | 0.25% | Add +3.0% | 16,887 | $843K |
| Capital Investment Advisory Services, LLC | 0.06% | No change | 16,789 | $838K |
| MN Wealth Advisors, LLC | 0.42% | Reduce -1.7% | 16,731 | $835K |
| Simplicity Wealth,LLC | 0.05% | Add +33.2% | 16,671 | $832K |
| Studio Investment Management LLC | 0.15% | Reduce -0.1% | 16,624 | $830K |
| BlackRock, Inc. | 0.00% | Reduce -1.8% | 16,612 | $829K |
| Atlas Capital Advisors Inc. | 0.09% | — | 16,610 | $829K |
| Trailhead Planners LLC | 0.80% | — | 16,302 | $813K |
| Secure Asset Management, LLC | 0.13% | Add +117.0% | 16,076 | $802K |
| Advyzon Investment Management, LLC | 0.09% | Add +70.8% | 16,064 | $802K |
| JT Stratford LLC | 0.10% | Add +3.9% | 15,859 | $791K |
| Iowa State Bank | 0.15% | No change | 15,812 | $789K |
| MB Generational Wealth, LLC | 0.42% | Add +0.2% | 15,760 | $786K |
| Modern Wealth Management, LLC | 0.01% | Reduce -10.8% | 15,637 | $780K |
| Odyssey Capital Advisors, Inc. | 0.69% | — | 15,627 | $780K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 15,380 | $767K |
| First Western Trust Bank | 0.04% | Reduce -16.1% | 15,359 | $766K |
| Ieq Capital, LLC | 0.00% | Add +0.9% | 15,329 | $765K |
| Signal Advisors Wealth, LLC | 0.06% | Add +4.9% | 15,195 | $758K |
| E-Wealth Partners, LLC | 0.63% | — | 15,076 | $752K |
| XY Planning Network, Inc. | 0.13% | New | 14,919 | $744K |
| Faithward Advisors, LLC | 0.11% | Add +32.0% | 14,884 | $743K |
| Nwam LLC | 0.04% | Reduce -10.4% | 14,662 | $732K |
| HRT Financial LP | 0.00% | New | 14,615 | $729K |
| Bank of Montreal | 0.00% | Add +77.3% | 14,609 | $729K |
| Ironwood Financial, llc | 0.12% | No change | 14,227 | $728K |
| Abacus Wealth Partners, LLC | 0.07% | Reduce -1.9% | 14,239 | $711K |
| RFG Advisory, LLC | 0.01% | Add +1.4% | 14,178 | $707K |
| Archer Investment Management, LLC | 0.38% | Reduce -0.3% | 14,091 | $703K |
| RAM Investment Partners, LLC | 0.12% | No change | 13,737 | $685K |
| Keybank National Association | 0.00% | No change | 13,649 | $681K |
| Compass Ion Advisors, LLC | 0.06% | Add +1.1% | 13,419 | $670K |
| Stage Harbor Financial, LLC | 0.45% | New | 13,243 | $661K |
| Blume Capital Management, Inc. | 0.12% | No change | 13,200 | $659K |
| Parsons Capital Management Inc. | 0.04% | Add +60.1% | 13,165 | $657K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.22% | No change | 13,076 | $652K |
| HB Wealth Management, LLC | 0.00% | No change | 12,633 | $630K |
| Evergreen Capital Management LLC | 0.01% | Add +4.5% | 12,555 | $626K |
| Sovran Advisors, LLC | 0.05% | Reduce -0.3% | 12,041 | $620K |
| CIBC Private Wealth Group LLC | 0.00% | Add +7.8% | 12,406 | $619K |
| Midwest Trust Co | 0.01% | Add +32.5% | 12,402 | $619K |
| Oak Wealth Advisors LLC | 0.35% | Add +0.4% | 12,304 | $614K |
| Tranquility Partners, LLC | 0.22% | Add +0.9% | 12,252 | $611K |
| Coastal Bridge Advisors, LLC | 0.05% | Add +30.9% | 12,243 | $611K |
| Stratos Investment Management, LLC | 0.02% | Reduce -2.1% | 12,237 | $611K |
| Formidable Asset Management, LLC | 0.09% | Reduce -20.0% | 13,183 | $608K |
| Unison Advisors LLC | 0.05% | Reduce -0.3% | 12,015 | $600K |
| Waterfront Wealth Inc. | 0.11% | No change | 11,387 | $599K |
| Quadcap Wealth Management, LLC | 0.07% | Reduce -1.8% | 11,947 | $596K |
| Hanover Advisors Inc. | 0.23% | Add +3.4% | 11,887 | $593K |
| Kathmere Capital Management, LLC | 0.04% | No change | 11,808 | $589K |
| GC Wealth Management RIA, LLC | 0.02% | No change | 11,808 | $589K |
| Bfsg, LLC | 0.06% | Add +107.5% | 11,759 | $587K |
| James J. Burns & Company, LLC | 0.08% | Add +2.2% | 11,756 | $587K |
| One Charles Private Wealth Services, LLC | 0.15% | No change | 11,721 | $585K |
| Ares Financial Consulting, LLC | 0.55% | — | 11,572 | $577K |
| Vision Capital Management, Inc. | 0.07% | No change | 11,513 | $574K |
| Global Trust Wealth Management LLC | 0.42% | — | 11,434 | $571K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +9.5% | 11,406 | $569K |
| Roundview Capital LLC | 0.03% | No change | 11,288 | $563K |
| Global Retirement Partners, LLC | 0.01% | Add +27.8% | 11,235 | $561K |
| Gemmer Asset Management LLC | 0.04% | Add +0.0% | 11,137 | $556K |
| International Private Wealth Advisors LLC | 0.35% | Add +28.1% | 11,001 | $549K |
| Outbound Financial Inc | 0.43% | New | 16,252 | $548K |
| Meredith Wealth Planning | 0.16% | No change | 10,768 | $537K |
| WealthCollab, LLC | 0.22% | Add +9.5% | 10,652 | $532K |
| K2 Financial Inc. | 0.41% | Reduce -6.4% | 10,474 | $529K |
| Institute for Wealth Management, LLC. | 0.06% | No change | 10,571 | $527K |
| Brand Asset Management Group, Inc. | 0.15% | Add +0.2% | 10,448 | $521K |
| Truepoint, Inc. | 0.01% | New | 10,353 | $517K |
| Mattern Capital Management, LLC | 0.06% | Add +8.6% | 10,285 | $513K |
| Passive Capital Management, LLC. | 0.16% | Add +0.8% | 10,272 | $513K |
| Ameriprise Financial Inc. | 0.00% | Reduce -49.8% | 10,230 | $510K |
| Five Oceans Advisors | 0.18% | Reduce -4.8% | 10,087 | $503K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 9,983 | $498K |
| Oder Investment Management, LLC | 0.36% | Add +14.7% | 9,967 | $497K |
| Mosaic Family Wealth Partners, LLC | 0.05% | No change | 9,942 | $496K |
| Tiaa Trust, National Association | 0.00% | Add +28.2% | 9,935 | $496K |
| First Financial Group Corp | 0.42% | No change | 9,860 | $492K |
| Argent Trust Co | 0.02% | No change | 9,583 | $478K |
| BOS Asset Management, LLC | 0.13% | Add +34.4% | 9,572 | $478K |
| Integrity Alliance, Llc. | 0.02% | Add +13.9% | 9,507 | $474K |
| Alkeme Wealth, LLC | 0.20% | Add +0.8% | 9,432 | $471K |
| Financial Symmetry Inc | 0.19% | Add +0.0% | 9,337 | $466K |
| Old Mission Investment Co LLC | 0.11% | Reduce -8.8% | 9,335 | $466K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +2.2% | 9,329 | $466K |
| Silver Oak Advisory Group, Inc. | 0.21% | Reduce -5.3% | 9,294 | $463K |
| Capital Investment Advisors, LLC | 0.01% | Add +12.0% | 9,199 | $459K |
| MIdWestOne Financial Group, Inc. | 0.05% | No change | 9,171 | $458K |
| Golden Bell Financial Planning LLC | 0.38% | Add +3.5% | 9,130 | $456K |
| Prospera Financial Services Inc | 0.01% | Add +0.5% | 9,054 | $452K |
| Resonant Capital Advisors, LLC | 0.02% | Add +0.5% | 9,004 | $449K |
| Pure Financial Advisors, LLC | 0.01% | Add +7.9% | 8,934 | $446K |
| Financial Harvest, LLC | 0.27% | No change | 8,831 | $441K |
| Partners in Financial Planning | 0.07% | Reduce -8.7% | 8,729 | $436K |
| Heritage Financial Services, LLC | 0.04% | No change | 8,646 | $431K |
| BOK Financial Private Wealth, Inc. | 0.03% | No change | 8,358 | $417K |
| Vantus Wealth LLC | 0.30% | — | 8,264 | $412K |
| Narus Financial Partners, LLC | 0.11% | No change | 8,204 | $409K |
| Samalin Investment Counsel, LLC | 0.15% | Add +3.7% | 8,192 | $409K |
| Ponta Wealth Partners, LLC | 0.38% | — | 8,167 | $408K |
| CRA Financial Services, LLC | 0.05% | No change | 8,082 | $403K |
| Victory Financial Group, LLC | 0.05% | New | 7,955 | $397K |
| Principal Securities, Inc. | 0.01% | Reduce -9.1% | 7,862 | $392K |
| Elser Financial Planning, Inc | 0.28% | No change | 7,789 | $389K |
| Flagstone Financial Management | 0.10% | No change | 7,651 | $382K |
| Beta Wealth Group, Inc. | 0.15% | No change | 7,601 | $379K |
| Huntleigh Advisors, Inc. | 0.06% | No change | 7,473 | $373K |
| Clayton Financial Group LLC | 0.19% | No change | 7,428 | $371K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 7,400 | $369K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.08% | No change | 7,355 | $367K |
| Harvest Investment Services, LLC | 0.07% | Add +12.8% | 7,305 | $365K |
| RS Crum Inc. | 0.07% | No change | 7,272 | $363K |
| Pekin Hardy Strauss, Inc. | 0.03% | Reduce -2.7% | 7,271 | $363K |
| Litman Gregory Wealth Management LLC | 0.03% | Reduce -10.2% | 7,255 | $362K |
| Parkside Financial Bank & Trust | 0.03% | Reduce -4.2% | 7,197 | $359K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -12.6% | 7,185 | $359K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +12.2% | 7,128 | $356K |
| Goldstein Advisors, LLC | 0.04% | No change | 7,116 | $355K |
| Empower Advisory Group, LLC | 0.00% | Reduce -2.1% | 7,083 | $353K |
| Altfest L J & Co. Inc. | 0.04% | Add +4.5% | 7,079 | $353K |
| Professional Financial Solutions LLC | 0.33% | — | 7,015 | $350K |
| Matisse Capital | 0.16% | No change | 7,000 | $349K |
| Meramec Financial Planners, LLC | 0.14% | — | 6,405 | $349K |
| Dana Investment Advisors, Inc. | 0.01% | Add +9.5% | 6,986 | $349K |
| Seaside Wealth Management, Inc. | 0.10% | Add +0.5% | 6,970 | $348K |
| SVB Wealth LLC | 0.02% | Add +0.2% | 6,873 | $343K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.1% | 6,873 | $343K |
| Shufro Rose & Co. LLC | 0.02% | No change | 6,838 | $341K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +25.5% | 6,801 | $339K |
| Nalls Sherbakoff Group, LLC | 0.24% | No change | 6,774 | $338K |
| VERITY Wealth Advisors | 0.21% | No change | 6,771 | $338K |
| Tassel Capital Management, Inc. | 0.20% | No change | 6,760 | $337K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -30.5% | 6,734 | $336K |
| GEM Asset Management, LLC | 0.15% | Add +39.3% | 6,624 | $333K |
| Generations Wealth, LLC | 0.33% | — | 6,527 | $326K |
| Noble Family Wealth, LLC | 0.07% | Add +15.5% | 6,505 | $325K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 6,443 | $322K |
| WorthPointe, LLC | 0.08% | New | 6,433 | $321K |
| Integras Partners LLC | 0.26% | Add +1.0% | 6,383 | $319K |
| Daytona Street Capital LLC | 0.25% | — | 6,328 | $316K |
| Grant Street Asset Management, Inc. | 0.06% | Add +0.8% | 6,320 | $315K |
| Flavin Financial Services, Inc. | 0.22% | Add +15.5% | 6,299 | $314K |
| Triad Wealth Partners, LLC | 0.03% | Add +5.4% | 6,277 | $313K |
| Sowell Financial Services LLC | 0.01% | Add +0.1% | 6,239 | $311K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 6,210 | $310K |
| Bridgewater Advisors Inc. | 0.02% | Reduce -7.9% | 5,987 | $309K |
| Renasant Bank | 0.21% | Reduce -8.6% | 6,160 | $307K |
| Long Island Wealth Management, Inc. | 0.14% | No change | 6,114 | $305K |
| Global Trust Asset Management, LLC | 0.12% | Reduce -63.3% | 6,045 | $302K |
| Commerce Bank | 0.00% | No change | 6,021 | $300K |
| Meridian Investment Counsel Inc. | 0.07% | No change | 6,005 | $300K |
| Fiduciary Trust Co | 0.00% | Reduce -15.8% | 5,924 | $296K |
| Private Trust Co. NA | 0.03% | Add +11.1% | 5,863 | $293K |
| Grandfield & Dodd, LLC | 0.02% | No change | 5,856 | $292K |
| Intrua Financial, LLC | 0.03% | Reduce -2.5% | 5,795 | $289K |
| Private Management Group Inc. | 0.01% | Add +22.1% | 5,794 | $289K |
| Geneos Wealth Management Inc. | 0.01% | Add +145.3% | 5,655 | $282K |
| CWS Financial Advisors, LLC | 0.08% | New | 5,651 | $282K |
| KDK Private Wealth Management, LLC | 0.25% | No change | 5,641 | $281K |
| Atlas Private Wealth Advisors | 0.07% | Add +2.9% | 5,631 | $281K |
| Safeguard Investment Advisory Group, LLC | 0.07% | New | 5,587 | $279K |
| Compass Advisory Group LLC | 0.07% | New | 5,542 | $277K |
| Westmount Partners, LLC | 0.07% | No change | 5,481 | $274K |
| FinDec Wealth Services, Inc. | 0.29% | Reduce -2.3% | 5,478 | $273K |
| Cogent Private Wealth, Inc. | 0.20% | — | 5,326 | $266K |
| GM Advisory Group, LLC | 0.01% | No change | 5,272 | $263K |
| CGN Advisors LLC | 0.02% | Reduce -2.0% | 5,213 | $260K |
| Castleview Partners, LLC | 0.13% | Add +0.4% | 5,157 | $257K |
| Avion Wealth | 0.05% | No change | 5,140 | $256K |
| Caldwell Trust Co | 0.02% | No change | 5,130 | $256K |
| Granite Bay Wealth Management, LLC | 0.06% | No change | 5,073 | $253K |
| Rockwood Wealth Management, LLC | 0.02% | Reduce -9.9% | 5,067 | $253K |
| DBK Financial Counsel, LLC | 0.19% | No change | 5,045 | $252K |
| Balboa Wealth Partners | 0.04% | Reduce -6.5% | 4,992 | $249K |
| Leading Edge Financial Planning LLC | 0.06% | No change | 4,966 | $248K |
| Andina Capital Management, LLC | 0.15% | No change | 4,941 | $247K |
| Cadence Bank | 0.01% | Reduce -1.0% | 4,941 | $247K |
| Orion Capital Management LLC | 0.08% | Reduce -2.5% | 4,928 | $246K |
| O'Brien Wealth Partners LLC | 0.03% | New | 4,882 | $244K |
| Richards, Merrill & Peterson, Inc. | 0.09% | New | 4,859 | $242K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -3.7% | 4,838 | $241K |
| Ellis Investment Partners, LLC | 0.04% | New | 4,788 | $239K |
| Jacobi Capital Management LLC | 0.01% | Add +0.2% | 4,783 | $239K |
| Liberty Capital Management, Inc. | 0.04% | No change | 4,731 | $236K |
| Bell Bank | 0.01% | No change | 4,646 | $232K |
| Range Advisory, LLC | 0.06% | — | 4,579 | $228K |
| Facet Wealth, Inc. | 0.00% | New | 4,310 | $228K |
| Citrine Capital LLC | 0.11% | No change | 4,548 | $227K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -21.1% | 4,509 | $225K |
| Clarity Wealth Development LLC | 0.19% | No change | 4,507 | $225K |
| Caprock Group, LLC | 0.00% | New | 4,494 | $224K |
| Exit Wealth Advisors, LLC. | 0.13% | Add +0.8% | 4,490 | $224K |
| Roble, Belko & Company, Inc | 0.03% | No change | 4,489 | $224K |
| Canal Capital Management, LLC | 0.03% | No change | 4,468 | $223K |
| Heritage Investment Group, Inc. | 0.03% | Reduce -20.3% | 4,438 | $221K |
| Websterrogers Financial Advisors, LLC | 0.06% | Add +0.1% | 4,433 | $221K |
| Towneley Capital Management, Inc / DE | 0.05% | New | 4,366 | $218K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 4,363 | $218K |
| Blue Trust, Inc. | 0.00% | Add +15.3% | 4,344 | $217K |
| Signaturefd, LLC | 0.00% | Add +6.3% | 4,293 | $214K |
| VestGen Advisors, LLC | 0.01% | New | 4,273 | $213K |
| Summit Wealth Group, LLC | 0.05% | New | 4,252 | $212K |
| Scratch Capital LLC | 0.14% | New | 4,208 | $210K |
| Busey Bank | 0.01% | New | 4,203 | $210K |
| Rinkey Investments | 0.05% | New | 4,147 | $207K |
| Naples Global Advisors, LLC | 0.02% | New | 4,129 | $206K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.8% | 4,113 | $205K |
| Everhart Financial Group, Inc. | 0.02% | New | 4,052 | $202K |
| Physician Wealth Advisors, Inc. | 0.03% | Reduce -5.6% | 4,050 | $202K |
| Marino, Stram & Associates LLC | 0.04% | New | 4,047 | $202K |
| Foundry Financial LLC | 0.11% | — | 4,017 | $200K |
| Qube Research & Technologies Ltd | 0.00% | Add +2595.2% | 3,908 | $195K |
| Concord Wealth Partners | 0.02% | Add +6.5% | 3,450 | $172K |
| McIlrath & Eck, LLC | 0.02% | Reduce -3.4% | 3,420 | $171K |
| Sage Mountain Advisors LLC | 0.01% | No change | 3,329 | $166K |
| Franklin Resources Inc. | 0.00% | Add +0.8% | 3,320 | $166K |
| True Wealth Design, LLC | 0.05% | No change | 3,097 | $155K |
| TFC Financial Management, Inc. | 0.02% | Add +0.8% | 3,034 | $151K |
| Sittner & Nelson, LLC | 0.05% | No change | 2,760 | $150K |
| First Horizon Corp. | 0.01% | New | 2,895 | $144K |
| Bokf, NA | 0.00% | Reduce -0.0% | 2,812 | $140K |
| BankChampaign, National Association | 0.13% | — | 350 | $131K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,543 | $127K |
| C M Bidwell & Associates Ltd. | 0.06% | Add +1.5% | 2,380 | $119K |
| Assetmark, Inc. | 0.00% | Reduce -3.0% | 2,363 | $118K |
| Dogwood Wealth Management LLC | 0.05% | Add +0.3% | 2,327 | $116K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,248 | $112K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -1.3% | 2,229 | $111K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,224 | $111K |
| Reyes Financial Architecture, Inc. | 0.07% | Reduce -28.7% | 2,184 | $109K |
| Measured Wealth Private Client Group, LLC | 0.03% | Add +1.0% | 2,081 | $104K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,963 | $98K |
| American Capital Advisory, LLC | 0.04% | No change | 1,908 | $95K |
| Retirement Wealth Solutions LLC | 0.06% | No change | 1,849 | $92K |
| Arax Advisory Partners | 0.00% | New | 1,786 | $89K |
| Motiv8 Investments LLC | 0.05% | New | 1,733 | $86K |
| Rialto Wealth Management, LLC | 0.02% | No change | 1,723 | $86K |
| Pacific Center for Financial Services | 0.02% | No change | 1,852 | $85K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -10.3% | 1,659 | $84K |
| DecisionPoint Financial, LLC | 0.02% | Add +0.8% | 1,622 | $81K |
| Godfrey Financial Associates, Inc. | 0.06% | — | 1,496 | $75K |
| SYM FINANCIAL Corp | 0.01% | Add +23.6% | 1,444 | $72K |
| CX Institutional | 0.00% | Add +0.8% | 1,445 | $72K |
| Motco | 0.01% | No change | 1,437 | $72K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,423 | $71K |
| Paladin Advisory Group, LLC | 0.05% | No change | 1,335 | $67K |
| First Community Trust NA | 0.05% | Reduce -2.0% | 1,287 | $64K |
| Russell Investments Group, Ltd. | 0.00% | Add +34.1% | 1,230 | $61K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,230 | $61K |
| Dunhill Financial, LLC | 0.02% | New | 1,200 | $60K |
| Operose Advisors LLC | 0.01% | Add +381.5% | 1,170 | $58K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,064 | $53K |
| CENTRAL TRUST Co | 0.00% | Add +134.2% | 1,056 | $53K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,050 | $52K |
| Harbour Investments, Inc. | 0.00% | No change | 1,016 | $51K |
| Gables Capital Management Inc. | 0.02% | No change | 1,000 | $50K |
| Bogart Wealth, LLC | 0.00% | Add +0.4% | 993 | $50K |
| Prudent Man Investment Management, Inc. | 0.02% | No change | 970 | $48K |
| Prosperity Bancshares Inc | 0.04% | — | 942 | $47K |
| Sound Income Strategies, LLC | 0.00% | No change | 891 | $46K |
| Private Wealth Management Group, LLC | 0.01% | No change | 904 | $45K |
| Clarity Asset Management, Inc. | 0.02% | New | 899 | $45K |
| JNBA Financial Advisors | 0.00% | Add +0.7% | 731 | $36K |
| Redwood Park Advisors LLC | 0.02% | Add +0.7% | 705 | $35K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +59.1% | 692 | $35K |
| IFC & Insurance Marketing, Inc. | 0.03% | — | 681 | $34K |
| West Financial Advisors, LLC | 0.01% | No change | 666 | $33K |
| Evolution Advisers, Inc. | 0.01% | New | 659 | $32K |
| Ancora Advisors LLC | 0.00% | No change | 615 | $31K |
| MGB Wealth Management, LLC | 0.01% | Add +51.3% | 605 | $30K |
| Key Financial Inc | 0.01% | No change | 576 | $29K |
| Barrett & Company, Inc. | 0.01% | No change | 549 | $27K |
| Transce3nd, LLC | 0.22% | No change | 512 | $27K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 520 | $26K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -41.2% | 473 | $25K |
| GHP Investment Advisors, Inc. | 0.00% | New | 500 | $25K |
| Abound Wealth Management | 0.01% | New | 454 | $23K |
| Greenline Wealth Management LLC | 0.02% | — | 428 | $21K |
| Bessemer Group Inc. | 0.00% | No change | 420 | $21K |
| Godsey & Gibb, Inc. | 0.00% | No change | 401 | $20K |
| GAMMA Investing LLC | 0.00% | No change | 388 | $19K |
| Rothschild Investment LLC | 0.00% | New | 379 | $19K |
| Providence Capital Advisors, LLC | 0.00% | No change | 374 | $19K |
| Hantz Financial Services, Inc. | 0.00% | No change | 368 | $18K |
| Hollencrest Capital Management | 0.00% | No change | 348 | $17K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 345 | $17K |
| Chapman Financial Group, LLC | 0.01% | Reduce -80.5% | 330 | $16K |
| Howe & Rusling Inc. | 0.00% | No change | 313 | $16K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 303 | $15K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 279 | $14K |
| Trust Co. of Toledo NA | 0.00% | New | 256 | $13K |
| Timmons Wealth Management, LLC | 0.01% | — | 235 | $12K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +3228.6% | 233 | $12K |
| Hara Capital LLC | 0.01% | No change | 200 | $10K |
| Global Wealth Strategies & Associates | 0.00% | No change | 193 | $10K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -94.1% | 183 | $9K |
| Citigroup Inc. | 0.00% | New | 183 | $9K |
| Glassman Wealth Services | 0.00% | No change | 167 | $8K |
| Archer Investment Corp | 0.00% | No change | 153 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 150 | $7K |
| Breakwater Investment Management | 0.00% | No change | 145 | $7K |
| AdvisorNet Financial, Inc | 0.00% | No change | 143 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 141 | $7K |
| Truvestments Capital LLC | 0.00% | Add +1.0% | 103 | $5K |
| Angeles Wealth Management, LLC | 0.00% | New | 99 | $5K |
| Merrithew & Thorsten Inc | 0.00% | — | 93 | $4K |
| IMG Wealth Management, Inc. | 0.00% | New | 66 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 64 | $3K |
| Strive Financial Group ,LLC | 0.00% | — | 63 | $3K |
| Signature Equity Partners, LLC | 0.00% | — | 54 | $3K |
| Affinity Wealth LLC | 0.00% | No change | 47 | $2K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 44 | $2K |
| Quadrant Capital Group LLC | 0.00% | No change | 10 | $505 |
| Manning & Napier Advisors LLC | 0.00% | No change | 9 | $449 |
| WPG Advisers, LLC | 0.00% | New | 6 | $299 |
"% of holder's portfolio" is DFIV's weight in each manager's 13F, not the share of Dimensional International Va the manager owns.