Dimensional International VaDFIVETF
13F holders, Q1 2026 (March 31)854holders +51
86new positions
29sold out
5famous investors
$52.83avg. 13F price*
At the end of Q1 2026, 854 institutions reported holding Dimensional International Va (DFIV) in their 13F filings, up 51 from Q4 2025. 86 opened new positions and 29 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($1.6B), Mercer Global Advisors Inc. ($1.2B) and PNC Financial Services Group, Inc. ($868.5M). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $95.9M |
| Exits | 29 | $103.4M |
All 13F filers, Q4 2025 → Q1 2026: 21,925,436 shares bought and 5,311,824 shares sold, net +16,613,612 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 854 holders
| Northwestern Mutual Wealth Management Co. | 1.01% | Add +5.8% | 31,175,901 | $1.6B |
| Mercer Global Advisors Inc. | 1.74% | Add +3.4% | 22,261,639 | $1.2B |
| PNC Financial Services Group, Inc. | 0.50% | Add +6.3% | 16,455,753 | $868.5M |
| Focus Partners Wealth | 0.80% | Reduce -2.0% | 13,542,022 | $714.9M |
| Savant Capital, LLC | 2.23% | Add +2.0% | 8,757,746 | $462.2M |
| EP Wealth Advisors, LLC | 1.88% | Add +18.5% | 7,226,755 | $381.4M |
| Northern Trust Corp. | 0.05% | Reduce -0.2% | 7,220,415 | $381.1M |
| Focus Partners Advisor Solutions, LLC | 3.22% | Add +4.9% | 6,055,401 | $319.6M |
| Corient Private Wealth LP | 0.41% | Add +13.8% | 5,442,896 | $286.9M |
| Raymond James Financial Inc. | 0.08% | Add +25.6% | 4,749,743 | $250.7M |
| Envestnet Asset Management Inc. | 0.06% | Add +10.8% | 4,187,745 | $221.0M |
| Farther Finance Advisors, LLC | 2.03% | Add +24.2% | 4,020,264 | $214.4M |
| Kestra Investment Management, LLC | 3.66% | Add +64.8% | 4,025,407 | $212.5M |
| Plancorp, LLC | 5.74% | Add +2.6% | 3,664,235 | $202.0M |
| Index Fund Advisors, Inc. | 8.43% | Reduce -0.6% | 3,550,562 | $187.4M |
| Creative Planning | 0.12% | Reduce -0.5% | 3,414,821 | $180.2M |
| Bank of America Corp. | 0.01% | Add +34.0% | 3,398,047 | $179.3M |
| HighTower Advisors, LLC | 0.19% | Reduce -2.7% | 3,368,869 | $177.8M |
| Cerity Partners LLC | 0.24% | Add +4.4% | 3,212,707 | $169.6M |
| Foster Group, Inc. | 4.60% | Reduce -5.5% | 2,931,247 | $154.7M |
| Jones Financial Companies LLLP | 0.07% | Add +48.4% | 2,647,604 | $135.7M |
| LPL Financial LLC | 0.03% | Add +5.8% | 2,333,518 | $123.2M |
| Modera Wealth Management, LLC | 1.41% | Reduce -2.0% | 2,233,998 | $117.9M |
| Jane Street Group, LLC | 0.12% | Add +65.1% | 2,146,371 | $113.3M |
| UBS Group AG | 0.02% | Add +12.4% | 2,120,771 | $111.9M |
| Apella Capital, LLC | 1.56% | Add +65.4% | 1,895,167 | $105.3M |
| Cetera Investment Advisers | 0.10% | Add +11.4% | 1,864,900 | $98.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.64% | Reduce -1.2% | 1,785,481 | $94.2M |
| Confluence Wealth Services, Inc. | 3.64% | Add +2.7% | 1,779,613 | $93.9M |
| Team Hewins, LLC | 27.63% | Add +0.1% | 1,761,273 | $93.0M |
| Jackson Thornton Wealth Management, LLC | 7.95% | Reduce -0.6% | 1,602,043 | $88.3M |
| TCI Wealth Advisors, Inc. | 4.52% | Reduce -1.1% | 1,611,107 | $85.0M |
| Choreo, LLC | 0.95% | Add +3.3% | 1,472,743 | $77.7M |
| Royal Bank of Canada | 0.01% | Add +8.0% | 1,463,439 | $77.2M |
| Beacon Pointe Advisors, LLC | 0.39% | Add +9.2% | 1,403,292 | $74.1M |
| Evanson Asset Management, LLC | 3.97% | Add +1.1% | 1,402,336 | $74.0M |
| Wealth Management Nebraska | 7.10% | Add +4.4% | 1,328,121 | $70.1M |
| Falcon Wealth Planning | 4.53% | Add +0.8% | 1,259,446 | $66.5M |
| Sequoia Financial Advisors, LLC | 0.37% | Reduce -3.2% | 1,245,125 | $65.7M |
| Dixon Fnancial Services, Inc. | 29.45% | Reduce -1.9% | 1,242,941 | $65.6M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -40.7% | 1,196,765 | $63.6M |
| Beaird Harris Wealth Management, LLC | 4.12% | Reduce -1.9% | 1,149,077 | $60.6M |
| True Link Financial Advisors, LLC | 3.65% | Reduce -2.4% | 1,120,300 | $59.1M |
| Petersen Hastings Wealth Advisors Inc. | 5.41% | Reduce -0.4% | 1,119,781 | $59.1M |
| Exencial Wealth Advisors, LLC | 1.78% | Add +19.3% | 1,084,979 | $57.3M |
| Cwm, LLC | 0.15% | Add +11.6% | 1,079,191 | $57.0M |
| Washington Trust Bank | 4.20% | Reduce -1.4% | 1,077,890 | $56.9M |
| Smartleaf Asset Management LLC | 2.01% | Add +40.5% | 1,083,909 | $55.7M |
| Maseco LLP | 1.68% | Reduce -1.5% | 1,017,209 | $53.7M |
| Earned Wealth Advisors, LLC | 3.57% | Add +52.2% | 1,010,586 | $53.3M |
| Wells Fargo & Company | 0.01% | Add +46.7% | 1,007,846 | $53.2M |
| Verus Financial Partners, Inc. | 4.20% | Reduce -0.6% | 846,737 | $46.8M |
| Keb Asset Management, LLC | 8.97% | Add +3.3% | 886,759 | $46.8M |
| Root Financial Partners, LLC | 2.13% | Add +5.7% | 872,659 | $46.1M |
| Mariner, LLC | 0.05% | Add +11.3% | 852,136 | $45.0M |
| Sax Wealth Advisors, LLC | 2.17% | Reduce -0.2% | 896,241 | $44.7M |
| Strategic Financial Services, Inc. | 2.10% | Reduce -1.2% | 833,500 | $44.0M |
| Eclectic Associates Inc. | 5.54% | Add +10.3% | 791,320 | $41.8M |
| Parkwoods Wealth Partners, LLC | 9.94% | Add +10.4% | 768,451 | $40.6M |
| Wealth Architects, LLC | 3.42% | Reduce -1.0% | 725,927 | $38.3M |
| Premier Financial Group | 6.43% | Reduce -0.6% | 705,161 | $37.8M |
| Equitable Holdings, Inc. | 0.24% | Add +26.7% | 756,132 | $37.7M |
| TruWealth Advisors, LLC | 1.81% | Add +98.2% | 713,549 | $37.7M |
| McGlone Suttner Wealth Management, Inc. | 4.92% | Reduce -3.9% | 704,008 | $37.2M |
| Vise Technologies, Inc. | 0.72% | No change | 732,975 | $36.6M |
| Pallas Capital Advisors LLC | 1.37% | Reduce -9.6% | 689,853 | $36.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.69% | Reduce -0.7% | 684,218 | $36.1M |
| Planning Center, Inc. | 3.60% | Reduce -9.8% | 673,881 | $35.6M |
| Hudock, Inc. | 5.15% | Add +33.5% | 663,381 | $35.0M |
| Truist Financial Corp. | 0.05% | Reduce -0.5% | 663,299 | $35.0M |
| Trinity Financial Advisors LLC | 9.95% | Add +0.1% | 662,168 | $34.9M |
| Landaas & Co. /Wi | 7.32% | Add +33.4% | 632,114 | $33.4M |
| Fiduciary Financial Group, LLC | 4.25% | Add +4.0% | 607,270 | $32.1M |
| Quent Capital, LLC | 2.23% | Add +5.2% | 596,056 | $31.5M |
| Tobias Financial Advisors, Inc. | 4.38% | Add +7.9% | 596,017 | $31.5M |
| Hill Investment Group Partners, LLC | 3.46% | Reduce -1.1% | 593,757 | $31.3M |
| M Holdings Securities, Inc. | 2.10% | Add +20.6% | 595,886 | $31.1M |
| Three Arch Wealth Management LLC | 5.56% | Reduce -0.4% | 585,418 | $30.9M |
| Sachem Hill LLC | 5.86% | Reduce -3.2% | 573,203 | $30.3M |
| JPMorgan Chase & Co. | 0.00% | Add +6.1% | 585,672 | $30.1M |
| Baird Financial Group, Inc. | 0.05% | Add +63.5% | 564,454 | $29.8M |
| Peapack Gladstone Financial Corp. | 0.37% | Add +31.7% | 552,214 | $29.1M |
| Rockefeller Capital Management L.P. | 0.05% | Add +1.1% | 532,513 | $28.1M |
| Allworth Financial LP | 0.11% | Reduce -0.3% | 518,438 | $27.4M |
| Acropolis Investment Management, LLC | 1.19% | Reduce -2.2% | 508,589 | $26.8M |
| Kestra Advisory Services, LLC | 0.10% | Add +18.8% | 486,448 | $25.7M |
| First Command Advisory Services, Inc. | 0.17% | Add +0.7% | 483,191 | $25.5M |
| Financially in Tune, LLC | 20.29% | Add +7.1% | 447,138 | $23.6M |
| Cowa, LLC | 6.81% | Add +21.7% | 443,679 | $23.4M |
| Factor Wealth Management LTD | 4.39% | Add +12.5% | 441,858 | $23.3M |
| Bayshore Asset Management, LLC | 9.23% | Reduce -2.5% | 439,261 | $23.2M |
| Pinney & Scofield, Inc. | 12.09% | Reduce -1.9% | 424,833 | $22.4M |
| Prism Advisors, Inc. | 5.88% | Reduce -3.2% | 417,363 | $22.0M |
| MML Investors Services, LLC | 0.06% | Add +8.7% | 408,490 | $21.6M |
| Wescott Financial Advisory Group, LLC | 1.87% | Reduce -4.6% | 403,522 | $21.3M |
| Mason Street Advisors, LLC | 2.08% | Add +2.5% | 403,315 | $21.3M |
| AQR Capital Management | 0.01% | Add +25.9% | 402,729 | $21.3M |
| Disciplined Equity Management, Inc. | 10.60% | Reduce -3.9% | 399,817 | $21.1M |
| Squire Investment Management Company, LLC | 5.83% | Reduce -0.2% | 397,188 | $21.0M |
| Dopkins Wealth Management, LLC | 8.21% | Reduce -6.7% | 387,218 | $20.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +6.3% | 387,022 | $20.4M |
| CFS Investment Advisory Services, LLC | 1.41% | Reduce -14.1% | 367,348 | $20.4M |
| LRI Investments, LLC | 1.81% | Reduce -0.4% | 386,221 | $20.4M |
| Navigoe, LLC | 11.99% | Reduce -1.3% | 384,561 | $20.3M |
| Embree Financial Group | 2.38% | Add +0.8% | 382,407 | $20.2M |
| Forum Financial Management, LP | 0.28% | Reduce -1.6% | 376,732 | $19.9M |
| Vestia Personal Wealth Advisors | 9.29% | Add +6.5% | 374,794 | $19.8M |
| Market Street Wealth Management Advisors LLC | 3.11% | Reduce -4.0% | 373,279 | $19.7M |
| Moneta Group Investment Advisors LLC | 0.14% | Add +2.1% | 364,874 | $19.3M |
| Capital Analysts, LLC | 0.51% | Add +1.8% | 364,862 | $19.3M |
| ShankerValleau Wealth Advisors, Inc. | 5.42% | Reduce -3.9% | 364,439 | $19.2M |
| McLean Asset Management Corp | 3.31% | Reduce -0.7% | 358,292 | $18.9M |
| Claris Advisors, LLC / Mo / | 5.66% | Reduce -2.8% | 358,252 | $18.9M |
| Fischer Investment Strategies, LLC | 11.02% | Add +17.6% | 357,778 | $18.9M |
| VeraBank, N.A. | 3.33% | Add +20.0% | 344,701 | $18.2M |
| Shearwater Capital LLC | 9.48% | Reduce -0.1% | 342,478 | $18.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -17.0% | 341,423 | $18.0M |
| Meritas Wealth Management, LLC | 8.06% | Add +2.0% | 337,627 | $17.8M |
| Penserra Capital Management LLC | 0.21% | New | 337,549 | $17.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +15.6% | 333,880 | $17.6M |
| Rather & Kittrell, Inc. | 2.70% | Reduce -1.2% | 331,984 | $17.5M |
| Captrust Financial Advisors | 0.03% | Reduce -0.6% | 331,339 | $17.5M |
| Apeiron RIA LLC | 4.04% | Reduce -1.9% | 330,167 | $17.4M |
| B&D White Capital Company, LLC | 2.13% | Add +27.0% | 326,700 | $17.2M |
| Disciplined Investments, LLC | 6.11% | Add +2.6% | 322,412 | $17.0M |
| Peirce Capital Management, LLC | 6.63% | Reduce -5.4% | 321,345 | $17.0M |
| Financial Connections Group, Inc. | 5.89% | Reduce -3.5% | 320,867 | $16.9M |
| EnRich Financial Partners LLC | 4.45% | Reduce -1.1% | 318,048 | $16.8M |
| Sterling Financial Planning, Inc. | 4.82% | Reduce -3.4% | 308,128 | $16.3M |
| Invst, LLC | 1.81% | Reduce -6.9% | 303,916 | $16.0M |
| Great Oak Capital Partners, LLC | 3.68% | Add +0.7% | 287,126 | $15.8M |
| BlueSky Wealth Advisors, LLC | 2.02% | New | 297,465 | $15.7M |
| Pathstone Holdings, LLC | 0.06% | Reduce -15.3% | 297,184 | $15.7M |
| JDH Wealth Management, LLC | 10.39% | Reduce -2.3% | 292,069 | $15.4M |
| Allen Wealth Management, LLC | 7.71% | Add +12.4% | 291,996 | $15.4M |
| Integrated Wealth Concepts LLC | 0.12% | Add +9.6% | 290,721 | $15.3M |
| Stifel Financial Corp. | 0.01% | Add +3.8% | 289,327 | $15.3M |
| Merit Financial Group, LLC | 0.11% | Add +292.3% | 289,269 | $15.3M |
| Fonville Wealth Management LLC | 2.90% | Add +5.0% | 288,772 | $15.2M |
| Ruedi Wealth Management, Inc. | 3.91% | Reduce -5.5% | 287,414 | $15.2M |
| KM Capital Management Ltd. | 9.84% | Reduce -9.5% | 262,925 | $14.6M |
| Mraz, Amerine & Associates, Inc. | 2.10% | Add +1.0% | 269,865 | $14.2M |
| Capstone Wealth Management, LLC | 9.74% | Reduce -0.8% | 264,582 | $14.0M |
| Lauterbach Financial Advisors, LLC | 6.73% | Reduce -3.0% | 261,264 | $13.8M |
| Guardian Wealth Management, LLC | 4.17% | Reduce -7.1% | 257,587 | $13.7M |
| Visionary Wealth Advisors | 0.59% | Add +25.5% | 251,561 | $13.3M |
| Robinswood Financial LLC | 4.14% | Add +0.8% | 249,487 | $13.2M |
| Destiny Wealth Partners, LLC | 1.42% | Reduce -1.9% | 246,339 | $13.0M |
| Savvy Advisors, Inc. | 0.34% | Reduce -1.3% | 243,706 | $12.9M |
| Elevate Wealth Advisory, Inc. | 8.11% | Add +6.4% | 243,563 | $12.9M |
| Monograph Wealth Advisors, LLC | 1.21% | Reduce -1.1% | 241,227 | $12.7M |
| Werba Rubin Papier Wealth Management | 1.76% | Reduce -0.8% | 239,993 | $12.7M |
| DiNuzzo Private Wealth, Inc. | 1.35% | Reduce -1.0% | 237,577 | $12.5M |
| Cardiff Park Advisors, LLC | 1.00% | Reduce -2.8% | 236,652 | $12.5M |
| Aurdan Capital Management, LLC | 3.70% | New | 233,625 | $12.3M |
| Evoke Wealth, LLC | 0.22% | Add +35.1% | 227,168 | $12.0M |
| SeedSafe Financial LLC | 9.82% | Add +2.2% | 225,994 | $11.9M |
| Morgan Stanley | 0.00% | Add +6.8% | 225,485 | $11.9M |
| Tillman Hartley LLC | 2.90% | Reduce -4.7% | 218,495 | $11.5M |
| Northwest Wealth Management, LLC | 1.70% | Reduce -4.4% | 214,245 | $11.3M |
| Andrews, Lucia Wealth Management LLC | 6.65% | Add +0.7% | 210,747 | $11.1M |
| Baker Boyer National Bank | 3.27% | Reduce -2.3% | 206,482 | $10.9M |
| Financial Futures Ltd Liability Co. | 4.78% | Add +3.7% | 206,016 | $10.9M |
| Aspiriant, LLC | 0.31% | Add +0.3% | 205,792 | $10.9M |
| Mission Wealth Management, LP | 0.23% | Reduce -1.1% | 205,186 | $10.8M |
| Austin Asset Management Co Inc | 1.82% | Reduce -3.5% | 204,274 | $10.8M |
| Rothschild Wealth LLC | 0.97% | Add +1.2% | 203,030 | $10.7M |
| Natixis Advisors, LLC | 0.01% | Add +93.4% | 202,700 | $10.7M |
| Eq Wealth Advisors, LLC | 6.22% | Add +9.0% | 201,567 | $10.6M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -6.4% | 201,310 | $10.6M |
| Waverly Advisors, LLC | 0.08% | Add +5.4% | 199,793 | $10.5M |
| Stone Summit Wealth LLC | 2.92% | Add +3.4% | 198,642 | $10.5M |
| Trademark Financial Management, LLC | 5.12% | Add +25.6% | 198,062 | $10.5M |
| Quantinno Capital Management LP | 0.02% | Add +72.3% | 197,532 | $10.4M |
| ABLE Financial Group, LLC | 2.02% | Reduce -4.2% | 195,600 | $10.3M |
| Caliber Wealth Management, LLC / KS | 1.12% | Reduce -1.5% | 193,928 | $10.2M |
| Advisory Alpha, LLC | 0.28% | Add +88.8% | 193,907 | $10.2M |
| Compound Planning, Inc. | 0.31% | Add +5.3% | 193,406 | $10.2M |
| Summit Financial, LLC | 0.13% | Add +319.6% | 191,458 | $10.1M |
| AE Wealth Management LLC | 0.05% | Add +1.9% | 189,215 | $10.0M |
| Phillips Financial Management, LLC | 0.71% | Reduce -1.2% | 186,199 | $9.8M |
| Altiora Financial Group, LLC | 1.61% | No change | 185,313 | $9.8M |
| G2 Capital Management, LLC / Oh | 2.37% | Add +0.5% | 185,042 | $9.8M |
| REAP Financial Group, LLC | 1.92% | Add +8.6% | 184,145 | $9.7M |
| Tortoise Investment Management, LLC | 0.79% | Reduce -0.5% | 180,692 | $9.5M |
| Baker Tilly Wealth Management, LLC | 2.25% | Add +3.8% | 175,296 | $9.3M |
| Kings Path Partners LLC | 3.10% | Reduce -2.4% | 170,673 | $9.0M |
| Oceanside Advisors LLC | 5.07% | Add +0.1% | 168,339 | $8.9M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -5.8% | 161,966 | $8.5M |
| Kondo Wealth Advisors, Inc. | 3.18% | Reduce -4.0% | 160,104 | $8.5M |
| Cedar Point Capital Partners, LLC | 5.39% | Reduce -6.9% | 157,095 | $8.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +7.4% | 154,937 | $8.2M |
| Certified Advisory Corp | 0.73% | Add +1.4% | 153,383 | $8.1M |
| Laurel Wealth Planning LLC | 4.25% | Add +39.1% | 152,623 | $8.1M |
| Strategic Investment Solutions, Inc. | 1.92% | Add +7.3% | 149,258 | $8.0M |
| J. Mark Nickell & Co. | 7.07% | Reduce -1.2% | 148,383 | $7.8M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -2.8% | 146,176 | $7.7M |
| Richard Young Associates, Ltd. | 5.84% | Reduce -1.2% | 145,843 | $7.7M |
| Clarity Asset Management, Inc. | 3.82% | Add +15803.1% | 142,969 | $7.5M |
| Mattern Wealth Management LLC | 1.47% | Add +1.1% | 142,932 | $7.5M |
| Cordant, Inc. | 3.06% | Reduce -4.1% | 142,752 | $7.5M |
| Sculati Wealth Management, LLC | 2.78% | Add +0.9% | 142,467 | $7.5M |
| Family Legacy, Inc. | 2.25% | Reduce -4.5% | 141,756 | $7.5M |
| Perigon Wealth Management, LLC | 0.13% | Add +0.7% | 139,250 | $7.3M |
| Bank of New Hampshire | 1.67% | Add +8.2% | 138,154 | $7.3M |
| Shotwell Rutter Baer Inc | 4.28% | Reduce -0.0% | 138,113 | $7.3M |
| Mather Group, Llc. | 0.07% | Reduce 0.0% | 136,097 | $7.2M |
| Compass Financial Group, Inc. | 3.22% | Reduce -1.0% | 135,457 | $7.1M |
| Causey Wealth LLC | 3.03% | Add +7.9% | 135,396 | $7.1M |
| HMV Wealth Advisors, LLC | 3.26% | Reduce -2.8% | 131,307 | $6.9M |
| Serenity Investment Advisors | 3.20% | Add +24.3% | 123,032 | $6.8M |
| Rf&l Wealth Management, LLC | 5.06% | Reduce -0.7% | 128,164 | $6.8M |
| Larson Financial Group LLC | 0.22% | Reduce -3.1% | 127,745 | $6.7M |
| Segall Bryant & Hamill, LLC | 0.09% | Add +1.1% | 124,942 | $6.6M |
| N.E.W. Advisory Services LLC | 0.49% | Reduce -6.8% | 124,646 | $6.6M |
| Bank of Montreal | 0.00% | Add +749.6% | 124,116 | $6.6M |
| Barnes Pettey Financial Advisors, LLC | 2.85% | Add +20.7% | 123,781 | $6.5M |
| 1900 Wealth Management LLC | 0.42% | Reduce -2.3% | 123,188 | $6.5M |
| Vistica Wealth Advisors, LLC | 6.46% | Reduce -6.5% | 122,846 | $6.5M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -10.1% | 121,572 | $6.4M |
| Whittier Trust Co. | 0.07% | No change | 119,178 | $6.4M |
| Composition Wealth, LLC | 0.09% | Add +4.7% | 120,530 | $6.4M |
| &partners | 0.03% | Add +5.3% | 120,493 | $6.4M |
| OMNI 360 Wealth, Inc. | 3.26% | Add +6.9% | 119,763 | $6.3M |
| Glass Jacobson Investment Advisors llc | 2.18% | Add +5.7% | 119,689 | $6.3M |
| Accel Wealth Management | 1.64% | Add +24.1% | 118,843 | $6.3M |
| ATLas Financial Planning LLC | 5.61% | Add +6.3% | 118,599 | $6.3M |
| Avior Wealth Management, LLC | 0.18% | Add +1.2% | 118,206 | $6.2M |
| EverSource Wealth Advisors, LLC | 0.19% | Reduce -0.2% | 117,830 | $6.2M |
| Avise Financial Cooperative, Inc. | 5.17% | Add +1.1% | 117,507 | $6.2M |
| Sterling Wealth Management, Inc. | 1.68% | Reduce -1.8% | 116,203 | $6.1M |
| Estate Counselors, LLC | 0.54% | Reduce -0.8% | 115,730 | $6.1M |
| Alpha Advisors, LLC | 4.74% | Add +0.6% | 113,836 | $6.0M |
| DeLarme Wealth Management, Inc. | 3.79% | Reduce -1.1% | 111,474 | $5.9M |
| Brookstone Capital Management | 0.07% | Add +3.3% | 111,433 | $5.9M |
| Valued Retirements, Inc. | 5.70% | Add +2.0% | 110,591 | $5.8M |
| CreativeOne Wealth, LLC | 0.13% | Reduce -16.1% | 107,678 | $5.7M |
| Lam Group, Inc. | 3.10% | Add +0.5% | 106,938 | $5.6M |
| Frankly Finances, LLC | 5.06% | Add +0.2% | 105,851 | $5.6M |
| Cogent Strategic Wealth LLC | 5.74% | Add +1.6% | 105,793 | $5.6M |
| Park Avenue Securities LLC | 0.04% | Add +17.2% | 104,631 | $5.5M |
| Private Advisor Group, LLC | 0.03% | Add +79.9% | 104,606 | $5.5M |
| Graver Capital Management, LLC | 4.14% | Add +3.5% | 103,135 | $5.4M |
| World Investment Advisors | 0.09% | Add +42.7% | 101,568 | $5.4M |
| Tilson Financial Group, Inc. | 1.61% | Add +2.5% | 101,443 | $5.4M |
| Vance Wealth, LLC | 1.54% | Add +43.1% | 101,250 | $5.3M |
| Spire Wealth Management | 0.18% | Reduce -0.0% | 100,519 | $5.3M |
| Armbruster Capital Management, Inc. | 0.87% | Add +3.1% | 100,170 | $5.3M |
| Breakwater Capital Group | 0.70% | Reduce -1.1% | 99,746 | $5.3M |
| InTrack Investment Management Inc | 2.99% | Add +11.0% | 99,466 | $5.2M |
| Bleakley Financial Group, LLC | 0.08% | New | 98,542 | $5.2M |
| Avidian Wealth Enterprises, LLC | 0.16% | Add +14.7% | 98,346 | $5.2M |
| Addison Advisors LLC | 1.14% | Add +0.7% | 98,046 | $5.2M |
| Betterment LLC | 0.01% | Reduce -1.5% | 96,067 | $5.1M |
| Del-Sette Capital Management, LLC | 3.02% | Reduce -15.3% | 95,714 | $5.1M |
| Porter White Investment Advisors, Inc. | 2.01% | Reduce -0.6% | 95,133 | $5.0M |
| Kelly Financial Group LLC | 1.25% | Reduce -6.4% | 94,184 | $5.0M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -9.7% | 93,912 | $5.0M |
| Benningfield Financial Advisors, LLC | 3.91% | Reduce -2.0% | 93,817 | $5.0M |
| Castle Wealth Management LLC | 1.59% | Add +4.0% | 92,859 | $4.9M |
| Commerce Bank | 0.02% | Add +1440.6% | 92,758 | $4.9M |
| Burk Holdings LLC | 2.09% | Reduce -0.6% | 92,183 | $4.9M |
| FMR LLC | 0.00% | Add +18.1% | 91,474 | $4.8M |
| CVA Family Office, LLC | 0.51% | Add +3.7% | 90,995 | $4.8M |
| Verum Partners LLC | 0.91% | Reduce -1.8% | 90,376 | $4.8M |
| Kraft, Davis & Associates, LLC | 1.01% | Add +39.4% | 85,567 | $4.7M |
| Beacon Harbor Wealth Advisors, Inc. | 0.99% | Reduce -0.0% | 89,431 | $4.7M |
| Poinciana Advisors Group, LLC | 3.73% | Reduce -3.8% | 89,425 | $4.7M |
| Moisand Fitzgerald Tamayo, LLC | 0.51% | Reduce -4.2% | 89,017 | $4.7M |
| Platt Wealth Management LLC | 4.58% | Add +13.8% | 88,920 | $4.7M |
| Winter & Associates, Inc. | 4.08% | Add +33.9% | 87,099 | $4.7M |
| Bedel Financial Consulting, Inc. | 0.53% | Add +0.0% | 87,418 | $4.6M |
| Navigate Wealth Management, LLC | 3.23% | — | 84,550 | $4.6M |
| Awm Capital, LLC | 0.41% | Add +2.9% | 85,050 | $4.5M |
| Investmark Advisory Group LLC | 1.89% | Reduce -0.9% | 83,490 | $4.4M |
| TruNorth Capital Management, LLC | 0.84% | Reduce -0.2% | 83,388 | $4.4M |
| City State Bank | 1.14% | Add +8.6% | 83,370 | $4.4M |
| Valued Wealth Advisors LLC | 1.77% | Add +132.0% | 82,591 | $4.4M |
| Journey Beyond Wealth, LLC | 3.74% | Reduce -7.9% | 82,459 | $4.4M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -7.4% | 82,386 | $4.3M |
| NewEdge Wealth, LLC | 0.05% | New | 81,806 | $4.3M |
| FMB Wealth Management | 1.77% | Reduce -1.7% | 81,147 | $4.3M |
| Herold Advisors, Inc. | 0.93% | Add +14.2% | 80,163 | $4.2M |
| Regions Financial Corp. | 0.03% | Reduce -0.5% | 79,972 | $4.2M |
| Opus Financial Solutions LLC | 3.93% | Add +16.4% | 78,964 | $4.2M |
| AG Asset Advisory, LLC | 3.44% | Add +10.4% | 78,697 | $4.2M |
| Aviance Capital Partners, LLC | 0.48% | Add +7.5% | 78,123 | $4.1M |
| Ariadne Wealth Management, LP | 1.84% | Reduce -0.5% | 77,636 | $4.1M |
| Signet Financial Management, LLC | 0.46% | Add +2.3% | 77,200 | $4.1M |
| L.K. Benson & Company, P.C. | 1.35% | Add +0.2% | 77,113 | $4.1M |
| LexAurum Advisors, LLC | 0.53% | — | 76,368 | $4.0M |
| Beckerman Institutional, LLC | 2.14% | Add +6.5% | 76,368 | $4.0M |
| Advisory Services Network, LLC | 0.05% | Add +20.3% | 75,232 | $4.0M |
| Symmetry Partners, LLC | 0.22% | Reduce -2.5% | 74,192 | $3.9M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 3.51% | Add +7.7% | 74,105 | $3.9M |
| Cambridge Financial Group, LLC | 1.32% | Reduce -31.2% | 73,932 | $3.9M |
| Pillar Financial Advisors, LLC | 2.28% | Reduce -0.1% | 73,813 | $3.9M |
| Citadel Advisors | 0.00% | Add +11.8% | 72,059 | $3.8M |
| Signature Estate & Investment Advisors LLC | 0.08% | Reduce -0.4% | 71,122 | $3.8M |
| Per Stirling Capital Management, LLC. | 0.41% | Reduce -11.3% | 71,058 | $3.8M |
| Red Lighthouse Investment Management, LLC | 1.25% | Reduce -1.9% | 70,015 | $3.7M |
| Forteris Wealth Management Inc. | 3.51% | Add +2.7% | 69,473 | $3.7M |
| Old Mission Capital LLC | 0.09% | Reduce -5.3% | 69,303 | $3.7M |
| Corus Family Wealth Advisors | 2.97% | Add +8.4% | 69,211 | $3.7M |
| CLG LLC | 0.90% | Add +3.5% | 68,603 | $3.6M |
| Prospera Financial Services Inc | 0.06% | Add +650.3% | 67,934 | $3.6M |
| Hippocratic Financial Advisors, LLC | 1.57% | Reduce -1.8% | 67,814 | $3.6M |
| Baring Financial LLC | 2.18% | Add +2.0% | 67,643 | $3.6M |
| Aegis Wealth Management LLC | 2.04% | Reduce -0.2% | 67,622 | $3.6M |
| Valmark Advisers, Inc. | 0.04% | New | 67,231 | $3.5M |
| Aerodigm Wealth, LLC | 1.33% | No change | 66,885 | $3.5M |
| Lakeshore Financial Planning, Inc. | 1.28% | Add +0.4% | 66,822 | $3.5M |
| Klingman & Associates, LLC | 0.17% | Add +0.1% | 66,457 | $3.5M |
| Family CFO Inc | 1.53% | Add +0.5% | 64,609 | $3.4M |
| Belleair Asset Management, LLC | 3.11% | Reduce -0.4% | 64,585 | $3.4M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +3.4% | 64,090 | $3.4M |
| Redstone Wealth Management, LLC | 2.68% | New | 63,787 | $3.4M |
| Turning Point Benefit Group, Inc. | 2.13% | Reduce -48.9% | 62,584 | $3.3M |
| IFP Advisors, Inc | 0.07% | Reduce -5.8% | 63,001 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +15.8% | 62,617 | $3.3M |
| Family Manage LLC | 0.39% | New | 62,118 | $3.3M |
| Donalies Financial Planning, LLC | 2.79% | Reduce -3.6% | 61,985 | $3.3M |
| Financial Synergies Wealth Advisors, Inc. | 0.31% | Reduce -5.9% | 60,573 | $3.2M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Reduce -0.6% | 59,579 | $3.1M |
| Fund Evaluation Group, LLC | 0.10% | No change | 58,850 | $3.1M |
| McKinley Carter Wealth Services, Inc. | 0.17% | Reduce -2.7% | 56,658 | $3.0M |
| Kilner Capital Advisors, LLC | 2.81% | Reduce -8.8% | 55,624 | $2.9M |
| Clark Asset Management, LLC | 0.27% | Add +26.4% | 54,742 | $2.9M |
| SwitchPoint Financial Planning, LLC | 1.95% | Add +1.1% | 54,369 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +2.3% | 54,218 | $2.9M |
| Evergreen Wealth Partners LLC | 2.18% | Add +114.3% | 54,068 | $2.9M |
| Strathmore Capital Advisors, Inc. | 0.81% | Reduce -4.8% | 52,640 | $2.9M |
| MAI Capital Management | 0.02% | Add +1.4% | 53,371 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.9% | 53,036 | $2.8M |
| JMG Financial Group, Ltd. | 0.08% | Add +9.1% | 52,880 | $2.8M |
| Mutual Advisors, LLC | 0.06% | New | 52,172 | $2.8M |
| Allegiance Financial Group Advisory Services LLC | 0.54% | Reduce -9.8% | 51,808 | $2.7M |
| Collective Family Office LLC | 0.61% | Reduce -4.5% | 51,737 | $2.7M |
| Broadhurst Jeffrey B | 2.72% | Add +0.0% | 50,222 | $2.7M |
| Ferguson Johnson Wealth Management Inc | 2.15% | Reduce -4.6% | 50,105 | $2.6M |
| Joel Isaacson & Co., LLC | 0.09% | Add +1.8% | 50,044 | $2.6M |
| M&T Bank Corp | 0.01% | Reduce -6.4% | 49,894 | $2.6M |
| Legacy Financial Advisors, Inc. | 0.36% | Add +4.0% | 49,128 | $2.6M |
| Prism Planning Partners LLC | 3.06% | Reduce -1.1% | 48,995 | $2.6M |
| McCartney Wealth Management LLC | 2.17% | Reduce -1.5% | 48,852 | $2.6M |
| Boston Partners | 0.00% | Add +24.3% | 49,953 | $2.6M |
| Cloud Capital Management, LLC | 1.07% | Add +2.9% | 46,798 | $2.5M |
| RTD Financial Advisors, Inc. | 0.30% | Add +86.5% | 46,551 | $2.5M |
| Lodestone Wealth Management LLC | 0.97% | Add +2.4% | 46,227 | $2.4M |
| Atlantic Union Bankshares Corp | 0.05% | Add +14.8% | 46,113 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Add +0.5% | 45,746 | $2.4M |
| Greenspring Advisors, LLC | 0.15% | Add +0.7% | 45,626 | $2.4M |
| Red Tortoise LLC | 1.01% | Add +0.2% | 45,376 | $2.4M |
| Brown Advisory Inc. | 0.00% | Add +154.6% | 45,326 | $2.4M |
| Investment Advisory Group, LLC | 0.60% | Add +7.4% | 44,758 | $2.4M |
| Vista Investment Partners Ii, LLC | 1.06% | New | 44,644 | $2.4M |
| Krilogy Financial LLC | 0.08% | Add +0.0% | 42,500 | $2.4M |
| Trace Wealth Advisors, LLC | 1.76% | No change | 44,424 | $2.3M |
| Sage Mountain Advisors LLC | 0.16% | Add +1227.8% | 44,203 | $2.3M |
| Nautilus Advisors LLC | 1.60% | Add +6.4% | 44,181 | $2.3M |
| Triumph Capital Management | 0.48% | Add +13.4% | 43,957 | $2.3M |
| Builder Investment Group Inc. | 0.50% | Reduce -5.3% | 43,939 | $2.3M |
| Morris Financial Concepts, Inc. | 0.78% | Add +28.3% | 43,670 | $2.3M |
| Pacific Asset Management, LLC | 1.28% | Reduce -4.8% | 43,540 | $2.3M |
| Triangle Securities Wealth Management | 0.51% | Add +9.9% | 42,807 | $2.3M |
| Prevail Innovative Wealth Advisors, LLC | 0.38% | Add +30.2% | 42,484 | $2.2M |
| Freedom Investment Management, Inc. | 0.67% | Reduce -1.9% | 42,476 | $2.2M |
| Peoples Bank | 1.38% | Add +22.2% | 42,444 | $2.2M |
| Strata Wealth Advisors, LLC | 0.61% | Reduce -4.0% | 41,933 | $2.2M |
| Quarry Hill Advisors, LLC | 0.91% | Reduce -0.1% | 39,712 | $2.2M |
| Arkadios Wealth Advisors | 0.04% | New | 41,575 | $2.2M |
| Fifth Third Securities, Inc. | 0.14% | Reduce -0.6% | 41,575 | $2.2M |
| BWM Planning, LLC | 0.57% | Add +0.3% | 41,109 | $2.2M |
| Navis Wealth Advisors, LLC | 1.11% | Reduce -14.3% | 41,048 | $2.2M |
| Sovereign Financial Group, Inc. | 0.38% | Add +3.5% | 40,981 | $2.2M |
| AlphaCore Capital LLC | 0.05% | Reduce -0.3% | 40,735 | $2.1M |
| Aurelius Family Office LLC | 0.91% | Reduce -7.7% | 39,853 | $2.1M |
| Pettinga Financial Advisors LLC | 0.39% | Reduce -8.8% | 38,991 | $2.1M |
| Zhang Financial LLC | 0.07% | Reduce -4.6% | 38,987 | $2.1M |
| Applied Capital LLC | 0.77% | No change | 38,926 | $2.1M |
| Kaufman Rossin Wealth, LLC | 1.18% | Reduce -29.2% | 38,890 | $2.1M |
| Zacks Investment Management | 0.02% | Add +26.0% | 38,669 | $2.0M |
| ARK & TLK Investments, LLC | 0.55% | Reduce -0.0% | 38,281 | $2.0M |
| Steelhead Wealth Management LLC | 1.02% | — | 38,283 | $2.0M |
| Medallion Wealth Advisors, LLC | 0.66% | Add +4.3% | 38,203 | $2.0M |
| Seven Springs Wealth Group, LLC | 0.47% | No change | 37,585 | $2.0M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +27.4% | 36,846 | $1.9M |
| BluePrint Investing LLC | 1.73% | Reduce -5.7% | 36,801 | $1.9M |
| American Investment Services, Inc. | 0.42% | No change | 35,620 | $1.9M |
| JFS Wealth Advisors, LLC | 0.10% | Reduce -4.4% | 35,441 | $1.9M |
| Curi Capital, LLC | 0.03% | Add +1.3% | 35,054 | $1.9M |
| Ballentine Partners, LLC | 0.03% | Add +0.4% | 35,020 | $1.8M |
| Aspirean Wealth, LLC | 2.00% | Reduce -3.9% | 34,978 | $1.8M |
| Silver Oak Securities, Incorporated | 0.13% | Reduce -2.2% | 34,969 | $1.8M |
| Washington Trust Advisors, Inc. | 0.15% | Reduce -8.6% | 34,295 | $1.8M |
| CSS LLC | 0.28% | Reduce -15.8% | 33,970 | $1.8M |
| HBE Wealth Management, LLC | 1.54% | Reduce -2.1% | 33,401 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | New | 33,186 | $1.8M |
| Focus Financial Network, Inc. | 0.06% | New | 33,180 | $1.8M |
| TFO Wealth Partners, LLC | 0.24% | Reduce -5.7% | 33,050 | $1.7M |
| Integras Partners LLC | 1.14% | Add +417.3% | 33,022 | $1.7M |
| Vantage Point Financial LLC | 0.61% | Reduce -4.2% | 33,002 | $1.7M |
| Fifth Third Bancorp | 0.00% | Add +56.3% | 32,561 | $1.7M |
| APS Management Group, Inc. | 1.47% | Reduce -1.0% | 32,519 | $1.7M |
| Cherry Tree Wealth Management, LLC | 0.36% | Reduce -1.0% | 31,854 | $1.7M |
| Asset Dedication, LLC | 0.12% | Add +69.3% | 31,754 | $1.7M |
| Wedmont Private Capital | 0.05% | Add +39.9% | 30,285 | $1.7M |
| Verus Wealth Management, LLC | 1.53% | Reduce -3.1% | 31,209 | $1.6M |
| Heritage Wealth Management, Inc./Texas | 0.69% | Add +0.3% | 30,743 | $1.6M |
| Powerhouse Assets LLC | 1.40% | Add +8.4% | 30,442 | $1.6M |
| Gotham Asset Management | 0.00% | New | 30,008 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Reduce -56.3% | 29,716 | $1.6M |
| Valeo Financial Advisors, LLC | 0.04% | Add +4.3% | 29,461 | $1.6M |
| Arcadia Wealth Management, LLC | 0.56% | Reduce -4.1% | 29,258 | $1.5M |
| Chicago Partners Investment Group LLC | 0.03% | Add +2.9% | 28,213 | $1.5M |
| Lutz Financial Services LLC | 0.10% | Reduce -1.9% | 29,067 | $1.5M |
| Secure Asset Management, LLC | 0.24% | Add +79.9% | 28,920 | $1.5M |
| Americana Partners, LLC | 0.04% | Add +25.0% | 28,374 | $1.5M |
| Oath Planning, LLC | 1.33% | Reduce -1.2% | 28,333 | $1.5M |
| Dorsey & Whitney Trust CO LLC | 0.08% | Add +4.8% | 28,282 | $1.5M |
| Geneos Wealth Management Inc. | 0.03% | Add +399.3% | 28,233 | $1.5M |
| 25 LLC | 0.46% | Add +0.1% | 28,192 | $1.5M |
| Berger Financial Group, Inc | 0.08% | Add +0.0% | 27,910 | $1.5M |
| Odyssey Capital Advisors, Inc. | 1.31% | Add +77.8% | 27,777 | $1.5M |
| Rehmann Capital Advisory Group | 0.08% | Add +1.1% | 27,731 | $1.5M |
| ProCore Advisors, LLC | 2.21% | Add +7.7% | 27,253 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -15.5% | 27,245 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -14.2% | 26,973 | $1.4M |
| Riverchase Wealth Management, LLC | 0.73% | Add +5.0% | 26,420 | $1.4M |
| Drive Wealth Management, LLC | 0.29% | Add +3.8% | 26,318 | $1.4M |
| Watershed Private Wealth LLC | 0.42% | Reduce -0.6% | 25,744 | $1.4M |
| Bridge Generations Wealth Management LLC | 0.78% | Reduce -22.5% | 25,732 | $1.4M |
| Sei Investments Co. | 0.00% | Add +11.5% | 25,689 | $1.4M |
| Elmwood Wealth Management, Inc. | 0.37% | Add +9.4% | 25,648 | $1.4M |
| Wealth Enhancement Trust Services, Inc. | 0.16% | No change | 25,310 | $1.3M |
| Clarity Capital Advisors, LLC | 0.62% | Add +0.2% | 25,097 | $1.3M |
| RB Capital Management, LLC | 0.29% | Add +7.2% | 24,957 | $1.3M |
| Beacon Financial Advisory LLC | 0.29% | Add +10.1% | 24,557 | $1.3M |
| Advyzon Investment Management, LLC | 0.12% | Add +51.4% | 24,323 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +12.0% | 24,300 | $1.3M |
| Sutton Place Investors LLC | 0.69% | Reduce -2.8% | 24,045 | $1.3M |
| Foundation Wealth Management, LLC\PA | 0.44% | Reduce -15.2% | 23,632 | $1.2M |
| McGrath & Associates, Inc. | 1.83% | Reduce -7.3% | 23,549 | $1.2M |
| Diversified Portfolios, Inc. | 0.10% | Reduce -28.5% | 23,317 | $1.2M |
| HBW Advisory Services LLC | 0.13% | Add +2.1% | 22,923 | $1.2M |
| New Dimensions Wealth Management, LLC | 1.03% | Reduce -5.5% | 22,891 | $1.2M |
| Archvest Wealth Advisors, Inc. | 0.78% | Reduce -0.8% | 22,834 | $1.2M |
| BIP Wealth, LLC | 0.05% | Add +12.7% | 22,794 | $1.2M |
| Longview Financial Advisors LLC | 0.65% | Reduce -0.8% | 22,729 | $1.2M |
| Compass Capital Corp. /Ma/ | 0.43% | Reduce -0.8% | 21,786 | $1.2M |
| Mills Wealth Advisors LLC | 0.42% | No change | 22,605 | $1.2M |
| Prosperity Planning, Inc. | 0.42% | Reduce -0.8% | 22,207 | $1.2M |
| US Bancorp \de | 0.00% | Add +2.1% | 22,031 | $1.2M |
| Everest Financial Group LLC | 0.19% | New | 21,990 | $1.2M |
| Approach Retirement Advisors, LLC | 0.96% | No change | 21,923 | $1.2M |
| Optivise Advisory Services LLC | 0.70% | Add +0.2% | 21,835 | $1.2M |
| Callan Family Office, LLC | 0.03% | No change | 21,605 | $1.1M |
| SJS Investment Consulting Inc. | 0.14% | Add +0.1% | 21,205 | $1.1M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -29.1% | 21,051 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +0.7% | 20,984 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +66.0% | 20,971 | $1.1M |
| Eaton Financial Holdings Company, LLC | 0.36% | Add +0.2% | 20,950 | $1.1M |
| Faithward Advisors, LLC | 0.16% | Add +40.4% | 20,903 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Add +1955.7% | 20,886 | $1.1M |
| Encompass Wealth Advisors, LLC | 0.38% | Reduce -10.0% | 20,791 | $1.1M |
| CogentBlue Wealth Advisors, LLC | 0.73% | Reduce -0.5% | 20,600 | $1.1M |
| MPWM Advisory Solutions, LLC | 0.58% | Add +4.9% | 20,582 | $1.1M |
| E6 Portfolios, LLC | 1.12% | Add +14.6% | 20,354 | $1.1M |
| Avant Financial Advisors LLC | 0.75% | No change | 20,080 | $1.1M |
| Level Financial Advisors | 0.27% | Reduce -0.1% | 19,957 | $1.1M |
| Stage Harbor Financial, LLC | 0.69% | Add +49.3% | 19,773 | $1.0M |
| Tru Independence Asset Management 2, LLC | 0.64% | Add +0.0% | 19,740 | $1.0M |
| Capital Investment Management, Inc. | 0.36% | Reduce -22.6% | 19,685 | $1.0M |
| Hardin Capital Partners, LLC | 0.48% | Add +5.1% | 19,495 | $1.0M |
| Ellenbecker Investment Group | 0.14% | Reduce -0.5% | 19,457 | $1.0M |
| HRT Financial LP | 0.00% | Add +31.8% | 19,264 | $1.0M |
| IFG Advisors, LLC | 0.17% | No change | 19,152 | $1.0M |
| XY Planning Network, Inc. | 0.16% | Add +26.9% | 18,938 | $1.0M |
| Curio Wealth, LLC | 0.34% | Add +12.2% | 19,052 | $1.0M |
| Family Wealth Partners, LLC | 0.34% | No change | 19,051 | $1.0M |
| GWN Securities Inc. | 0.19% | Reduce -1.6% | 19,033 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -7.0% | 18,490 | $976K |
| Melfa Wealth Management, Inc. | 0.56% | Add +5.5% | 18,469 | $975K |
| Diversify Wealth Management, LLC | 0.02% | New | 17,936 | $967K |
| JT Stratford LLC | 0.12% | Add +14.2% | 18,107 | $956K |
| Coston, McIsaac & Partners | 0.22% | Add +4.6% | 18,087 | $954K |
| Parallel Advisors, LLC | 0.02% | Reduce -11.6% | 17,757 | $937K |
| Versant Capital Management, Inc | 0.09% | Add +0.0% | 17,687 | $934K |
| Tandem Financial, LLC | 0.32% | New | 17,677 | $933K |
| Acorn Wealth Advisors, LLC | 0.27% | Add +4.4% | 17,633 | $931K |
| J. Derek Lewis & Associates Inc. | 0.21% | Add +1.2% | 17,489 | $923K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +4.2% | 17,489 | $923K |
| Ameriprise Financial Inc. | 0.00% | Add +70.8% | 17,472 | $922K |
| Abacus Wealth Partners, LLC | 0.08% | Add +22.4% | 17,434 | $920K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +52.1% | 17,354 | $916K |
| Mullaney, Keating & Wright, Inc. | 0.50% | Add +0.1% | 17,328 | $915K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 17,255 | $911K |
| Bfsg, LLC | 0.09% | Add +46.5% | 17,233 | $910K |
| Wealthspan Partners, LLC | 0.32% | Reduce -0.7% | 17,220 | $909K |
| Interchange Capital Partners, LLC | 0.29% | Reduce -68.2% | 17,095 | $902K |
| Global Trust Wealth Management LLC | 0.68% | Add +48.9% | 17,026 | $899K |
| Summit Portfolio Management, LTD. | 0.58% | — | 16,959 | $895K |
| Atlas Capital Advisors Inc. | 0.10% | Add +1.3% | 16,824 | $888K |
| Studio Investment Management LLC | 0.16% | Add +0.5% | 16,713 | $882K |
| Simplicity Wealth,LLC | 0.05% | Reduce -0.1% | 16,648 | $879K |
| MN Wealth Advisors, LLC | 0.43% | Reduce -0.7% | 16,610 | $877K |
| Balentine LLC | 0.03% | Reduce -15.2% | 16,373 | $864K |
| Mustard Seed Financial, LLC | 0.52% | Reduce -8.6% | 16,324 | $862K |
| Sunesis Advisors, LLC | 0.39% | Reduce -28.0% | 16,314 | $861K |
| Kane Co Wealth Management, Inc. | 0.71% | Reduce -5.7% | 15,983 | $844K |
| Signal Advisors Wealth, LLC | 0.06% | Add +4.6% | 15,888 | $839K |
| Iowa State Bank | 0.15% | No change | 15,812 | $835K |
| Modern Wealth Management, LLC | 0.01% | Add +0.0% | 15,641 | $834K |
| Able Wealth Management LLC | 0.22% | Reduce -9.3% | 15,739 | $831K |
| MB Generational Wealth, LLC | 0.46% | Reduce -0.9% | 15,614 | $824K |
| Midwest Trust Co | 0.01% | Add +24.9% | 15,492 | $818K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 15,380 | $812K |
| Mattern Capital Management, LLC | 0.10% | Add +48.9% | 15,309 | $808K |
| Parsons Capital Management Inc. | 0.04% | Add +15.5% | 15,204 | $802K |
| Lido Advisors, LLC | 0.00% | Reduce -23.6% | 14,645 | $773K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 14,571 | $769K |
| AlTi Global, Inc. | 0.02% | New | 14,500 | $765K |
| Elser Financial Planning, Inc | 0.04% | Add +83.9% | 14,325 | $756K |
| Coastal Bridge Advisors, LLC | 0.05% | Add +16.3% | 14,243 | $752K |
| Ironwood Financial, llc | 0.13% | No change | 14,227 | $751K |
| Sovran Advisors, LLC | 0.06% | Add +12.9% | 13,589 | $749K |
| RAM Investment Partners, LLC | 0.13% | Add +2.2% | 14,037 | $741K |
| RFG Advisory, LLC | 0.01% | Reduce -2.1% | 13,882 | $733K |
| Ieq Capital, LLC | 0.00% | Reduce -9.7% | 13,848 | $731K |
| Keybank National Association | 0.00% | No change | 13,649 | $720K |
| Nwam LLC | 0.04% | Reduce -7.3% | 13,588 | $717K |
| Compass Ion Advisors, LLC | 0.07% | No change | 13,419 | $708K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.24% | No change | 13,076 | $707K |
| Blume Capital Management, Inc. | 0.12% | No change | 13,200 | $697K |
| Citizens Financial Group Inc. | 0.01% | Reduce -52.0% | 13,197 | $697K |
| Owl Creek Wealth Partners LLC | 0.25% | — | 13,099 | $691K |
| International Private Wealth Advisors LLC | 0.42% | Add +18.1% | 12,989 | $686K |
| Renaissance Technologies | 0.00% | New | 12,900 | $681K |
| Evergreen Capital Management LLC | 0.01% | Add +2.4% | 12,857 | $679K |
| New Wave Wealth Advisors LLC | 0.23% | Reduce -54.8% | 12,693 | $670K |
| Tranquility Partners, LLC | 0.25% | Add +2.8% | 12,596 | $669K |
| Santori & Peters, Inc. | 0.21% | New | 12,627 | $666K |
| Long Island Wealth Management, Inc. | 0.31% | Add +106.5% | 12,624 | $666K |
| Trailhead Planners LLC | 0.63% | Reduce -23.9% | 12,404 | $655K |
| Oak Wealth Advisors LLC | 0.36% | Add +0.1% | 12,315 | $650K |
| Hanover Advisors Inc. | 0.26% | Add +2.4% | 12,177 | $643K |
| Oder Investment Management, LLC | 0.49% | Add +21.7% | 12,133 | $640K |
| Unison Advisors LLC | 0.05% | Reduce -1.0% | 11,896 | $628K |
| Kathmere Capital Management, LLC | 0.04% | No change | 11,808 | $623K |
| GC Wealth Management RIA, LLC | 0.03% | No change | 11,808 | $623K |
| Formidable Asset Management, LLC | 0.10% | Reduce -5.9% | 12,402 | $619K |
| Quadcap Wealth Management, LLC | 0.07% | Reduce -2.1% | 11,699 | $617K |
| Ares Financial Consulting, LLC | 0.48% | Reduce -0.5% | 11,513 | $614K |
| E-Wealth Partners, LLC | 0.50% | Reduce -22.9% | 11,621 | $613K |
| Dana Investment Advisors, Inc. | 0.02% | Add +66.1% | 11,604 | $612K |
| James J. Burns & Company, LLC | 0.08% | Reduce -2.0% | 11,518 | $608K |
| Vision Capital Management, Inc. | 0.08% | No change | 11,513 | $608K |
| Archer Investment Management, LLC | 0.25% | Reduce -18.7% | 11,454 | $605K |
| Uptick Partners, LLC | 0.12% | New | 11,441 | $604K |
| CIBC Bancorp USA Inc. | 0.00% | — | 11,401 | $602K |
| Waterfront Wealth Inc. | 0.11% | No change | 11,387 | $601K |
| Pasadena Private Wealth, LLC | 0.08% | New | 11,350 | $599K |
| Roundview Capital LLC | 0.04% | No change | 11,288 | $596K |
| First Western Trust Bank | 0.03% | Reduce -27.4% | 11,159 | $589K |
| Gemmer Asset Management LLC | 0.05% | Add +0.0% | 11,138 | $588K |
| Pure Financial Advisors, LLC | 0.01% | Add +23.0% | 10,990 | $580K |
| BOS Asset Management, LLC | 0.15% | Add +14.0% | 10,908 | $576K |
| Capital Investment Advisors, LLC | 0.01% | Add +17.8% | 10,835 | $572K |
| Meredith Wealth Planning | 0.15% | Reduce -0.1% | 10,752 | $567K |
| K2 Financial Inc. | 0.41% | Reduce -0.8% | 10,391 | $566K |
| WealthCollab, LLC | 0.23% | Add +0.4% | 10,690 | $564K |
| LJI Wealth Management, LLC | 0.09% | Reduce -75.4% | 10,679 | $564K |
| Cornerstone National Bank & Trust Co | 0.21% | New | 10,505 | $560K |
| Institute for Wealth Management, LLC. | 0.06% | Add +0.3% | 10,602 | $560K |
| Outbound Financial Inc | 0.41% | Reduce -5.0% | 15,438 | $552K |
| Brand Asset Management Group, Inc. | 0.14% | Add +0.0% | 10,452 | $552K |
| Truepoint, Inc. | 0.01% | No change | 10,353 | $546K |
| Passive Capital Management, LLC. | 0.16% | Add +0.2% | 10,292 | $543K |
| Financial Symmetry Inc | 0.19% | Add +4.3% | 9,741 | $537K |
| First Financial Group Corp | 0.44% | Add +2.5% | 10,110 | $534K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.4% | 9,945 | $525K |
| Mosaic Family Wealth Partners, LLC | 0.05% | No change | 9,942 | $525K |
| Compass Advisory Group LLC | 0.14% | Add +78.7% | 9,906 | $523K |
| One Charles Private Wealth Services, LLC | 0.13% | Reduce -16.4% | 9,798 | $517K |
| Argent Trust Co | 0.02% | Add +1.7% | 9,745 | $514K |
| Narus Financial Partners, LLC | 0.13% | Add +18.5% | 9,723 | $513K |
| Beta Wealth Group, Inc. | 0.21% | Add +27.1% | 9,657 | $510K |
| Alkeme Wealth, LLC | 0.20% | Add +0.2% | 9,451 | $499K |
| Old Mission Investment Co LLC | 0.12% | No change | 9,335 | $493K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -53.9% | 9,315 | $492K |
| Silver Oak Advisory Group, Inc. | 0.21% | No change | 9,294 | $490K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -1.5% | 9,189 | $485K |
| Nicolet Bankshares Inc. | 0.02% | New | 9,171 | $484K |
| Golden Bell Financial Planning LLC | 0.38% | No change | 9,130 | $482K |
| Five Oceans Advisors | 0.17% | Reduce -11.6% | 8,915 | $471K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -1.8% | 8,844 | $467K |
| Financial Harvest, LLC | 0.27% | No change | 8,831 | $466K |
| Stratos Investment Management, LLC | 0.02% | Reduce -28.1% | 8,803 | $465K |
| Bluesphere Advisors LLC | 0.16% | New | 8,739 | $461K |
| Partners in Financial Planning | 0.08% | Add +0.1% | 8,735 | $461K |
| GEM Asset Management, LLC | 0.20% | Add +29.7% | 8,593 | $454K |
| Aprio Wealth Management, LLC | 0.02% | New | 8,556 | $452K |
| Blue Trust, Inc. | 0.01% | Add +96.3% | 8,529 | $450K |
| Integrity Alliance, Llc. | 0.02% | Reduce -11.3% | 8,435 | $445K |
| Aptus Capital Advisors, LLC | 0.00% | Add +22.7% | 8,433 | $445K |
| BOK Financial Private Wealth, Inc. | 0.03% | No change | 8,358 | $441K |
| Staley Capital Advisers Inc. | 0.02% | New | 8,302 | $438K |
| Westmount Partners, LLC | 0.11% | Add +50.9% | 8,272 | $437K |
| Samalin Investment Counsel, LLC | 0.16% | Add +0.8% | 8,262 | $436K |
| Principal Securities, Inc. | 0.01% | Add +5.0% | 8,251 | $435K |
| Brighton Jones LLC | 0.01% | New | 8,190 | $432K |
| Atria Investments, Inc | 0.00% | Reduce -86.7% | 8,187 | $432K |
| Forthright Family Wealth Advisory LLC | 0.29% | New | 11,736 | $431K |
| Ponta Wealth Partners, LLC | 0.35% | No change | 8,167 | $431K |
| CRA Financial Services, LLC | 0.06% | No change | 8,082 | $427K |
| D. E. Shaw & Co. | 0.00% | New | 7,943 | $419K |
| Parkside Financial Bank & Trust | 0.03% | Add +8.4% | 7,805 | $412K |
| Victory Financial Group, LLC | 0.05% | Reduce -3.4% | 7,686 | $406K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +7.0% | 7,629 | $403K |
| Mayport, LLC | 0.07% | New | 7,608 | $402K |
| Huntleigh Advisors, Inc. | 0.07% | No change | 7,473 | $394K |
| Argyle Capital Partners, LLC | 0.28% | New | 7,459 | $394K |
| Clayton Financial Group LLC | 0.20% | No change | 7,428 | $392K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 7,400 | $391K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.08% | No change | 7,355 | $388K |
| Pekin Hardy Strauss, Inc. | 0.04% | Add +0.7% | 7,321 | $386K |
| Flagstone Financial Management | 0.10% | Reduce -4.3% | 7,320 | $386K |
| Harvest Investment Services, LLC | 0.07% | No change | 7,305 | $386K |
| RS Crum Inc. | 0.07% | No change | 7,272 | $384K |
| Busey Bank | 0.01% | Add +70.1% | 7,151 | $377K |
| Goldstein Advisors, LLC | 0.04% | No change | 7,116 | $376K |
| Nalls Sherbakoff Group, LLC | 0.27% | Add +4.0% | 7,043 | $372K |
| Professional Financial Solutions LLC | 0.33% | No change | 7,015 | $370K |
| Matisse Capital | 0.16% | No change | 7,000 | $369K |
| Ridgewood Investments LLC | 0.15% | — | 6,963 | $368K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -2.2% | 6,924 | $365K |
| Shufro Rose & Co. LLC | 0.02% | No change | 6,838 | $361K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -5.4% | 6,799 | $359K |
| VERITY Wealth Advisors | 0.24% | No change | 6,771 | $357K |
| Meramec Financial Planners, LLC | 0.14% | Add +0.2% | 6,418 | $356K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.0% | 6,736 | $356K |
| GDS Wealth Management | 0.02% | New | 6,692 | $353K |
| Tassel Capital Management, Inc. | 0.19% | Reduce -1.7% | 6,643 | $351K |
| Seaside Wealth Management, Inc. | 0.10% | Reduce -5.2% | 6,605 | $349K |
| Flavin Financial Services, Inc. | 0.23% | Add +4.0% | 6,553 | $346K |
| Private Trust Co. NA | 0.03% | Add +10.7% | 6,488 | $342K |
| Generations Wealth, LLC | 0.33% | Reduce -1.2% | 6,449 | $340K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | No change | 6,443 | $340K |
| Daytona Street Capital LLC | 0.26% | No change | 6,328 | $339K |
| Grant Street Asset Management, Inc. | 0.06% | Add +0.2% | 6,332 | $334K |
| Bridgewater Advisors Inc. | 0.02% | No change | 5,987 | $333K |
| Facet Wealth, Inc. | 0.01% | Add +45.6% | 6,274 | $331K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 6,210 | $328K |
| Sowell Financial Services LLC | 0.01% | Reduce -0.6% | 6,202 | $327K |
| Renasant Bank | 0.23% | No change | 6,160 | $325K |
| Meridian Investment Counsel Inc. | 0.08% | No change | 6,005 | $317K |
| Fiduciary Trust Co | 0.00% | No change | 5,924 | $313K |
| Grandfield & Dodd, LLC | 0.02% | No change | 5,856 | $309K |
| Noble Family Wealth, LLC | 0.06% | Reduce -10.2% | 5,842 | $308K |
| Concord Wealth Partners | 0.04% | Add +68.6% | 5,818 | $307K |
| Private Management Group Inc. | 0.01% | No change | 5,794 | $306K |
| Intrua Financial, LLC | 0.03% | Reduce -0.1% | 5,790 | $306K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Add +2.2% | 5,710 | $301K |
| KDK Private Wealth Management, LLC | 0.27% | No change | 5,641 | $298K |
| Atlas Private Wealth Advisors | 0.07% | Add +0.2% | 5,640 | $298K |
| Global Trust Asset Management, LLC | 0.11% | Reduce -7.9% | 5,565 | $294K |
| VestGen Advisors, LLC | 0.01% | Add +22.9% | 5,252 | $291K |
| FinDec Wealth Services, Inc. | 0.35% | No change | 5,478 | $289K |
| Ellis Investment Partners, LLC | 0.05% | Add +14.1% | 5,464 | $288K |
| Cogent Private Wealth, Inc. | 0.20% | No change | 5,326 | $281K |
| Triad Wealth Partners, LLC | 0.02% | Reduce -15.5% | 5,302 | $280K |
| Sapient Capital LLC | 0.00% | New | 5,289 | $279K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +396.8% | 5,286 | $279K |
| GM Advisory Group, LLC | 0.01% | No change | 5,272 | $278K |
| Journey Strategic Wealth LLC | 0.01% | Add +16.5% | 5,251 | $277K |
| WNY Asset Management, LLC | 0.03% | — | 5,219 | $275K |
| Avion Wealth | 0.06% | No change | 5,140 | $271K |
| Caldwell Trust Co | 0.02% | No change | 5,130 | $271K |
| Granite Bay Wealth Management, LLC | 0.06% | No change | 5,073 | $268K |
| CWS Financial Advisors, LLC | 0.07% | Reduce -10.3% | 5,068 | $267K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 5,067 | $267K |
| DBK Financial Counsel, LLC | 0.20% | No change | 5,045 | $266K |
| Castleview Partners, LLC | 0.14% | Reduce -2.5% | 5,028 | $265K |
| Intentional Wealth Strategies, LLC | 0.25% | — | 4,986 | $263K |
| Clearstead Advisors, LLC | 0.00% | Add +95.8% | 4,980 | $263K |
| 49 Wealth Management, LLC | 0.02% | New | 4,960 | $262K |
| Jacobi Capital Management LLC | 0.01% | Add +3.1% | 4,933 | $260K |
| Orion Capital Management LLC | 0.09% | No change | 4,928 | $260K |
| Leading Edge Financial Planning LLC | 0.05% | Reduce -1.6% | 4,886 | $258K |
| Richards, Merrill & Peterson, Inc. | 0.09% | No change | 4,859 | $256K |
| Coldstream Capital Management Inc. | 0.00% | No change | 4,838 | $255K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 4,833 | $255K |
| Empower Advisory Group, LLC | 0.00% | Reduce -32.8% | 4,759 | $251K |
| Huntington National Bank | 0.00% | New | 4,726 | $249K |
| Range Advisory, LLC | 0.05% | Add +2.1% | 4,675 | $247K |
| Bell Bank | 0.01% | No change | 4,646 | $245K |
| Everhart Financial Group, Inc. | 0.02% | Add +14.1% | 4,623 | $244K |
| Citrine Capital LLC | 0.10% | No change | 4,548 | $240K |
| Clarity Wealth Development LLC | 0.19% | No change | 4,507 | $238K |
| Exit Wealth Advisors, LLC. | 0.12% | Add +0.2% | 4,499 | $237K |
| Roble, Belko & Company, Inc | 0.03% | No change | 4,489 | $237K |
| Stirlingshire Investments, Inc. | 0.21% | New | 4,489 | $237K |
| Delos Wealth Advisors, LLC | 0.14% | New | 4,481 | $237K |
| Canal Capital Management, LLC | 0.03% | Add +0.2% | 4,477 | $236K |
| Summit Wealth Group, LLC | 0.05% | Add +5.2% | 4,471 | $236K |
| Foundations Investment Advisors, LLC | 0.00% | New | 4,459 | $235K |
| Balefire, LLC | 0.04% | New | 4,451 | $235K |
| Foundry Financial LLC | 0.10% | Add +10.6% | 4,441 | $234K |
| Websterrogers Financial Advisors, LLC | 0.07% | Add +0.0% | 4,434 | $234K |
| Cooke Wealth Management, LLC | 0.20% | New | 4,375 | $231K |
| Towneley Capital Management, Inc / DE | 0.05% | Add +0.2% | 4,375 | $231K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 4,363 | $230K |
| Caprock Group, LLC | 0.01% | Reduce -4.3% | 4,302 | $227K |
| Level Wealth Management LLC | 0.11% | New | 4,274 | $226K |
| Signaturefd, LLC | 0.00% | Reduce -0.7% | 4,263 | $225K |
| 180 Wealth Advisors, LLC | 0.03% | New | 4,208 | $222K |
| Heron Bay Capital Management | 0.02% | New | 4,189 | $221K |
| Gateway Wealth Partners, LLC | 0.01% | New | 4,160 | $220K |
| Rinkey Investments | 0.06% | No change | 4,147 | $219K |
| Kinloch Capital, LLC | 0.09% | New | 4,138 | $218K |
| Whitener Capital Management, Inc. | 0.05% | New | 4,135 | $218K |
| Naples Global Advisors, LLC | 0.02% | No change | 4,129 | $218K |
| Arbor Trust Wealth Advisors, LLC | 0.10% | New | 4,126 | $218K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.2% | 4,121 | $217K |
| Sigma Planning Corp | 0.01% | New | 4,120 | $217K |
| CGN Advisors LLC | 0.02% | Reduce -21.2% | 4,110 | $217K |
| Heritage Investment Group, Inc. | 0.03% | Reduce -7.8% | 4,094 | $216K |
| 3 Factor Indexing, LLC | 0.20% | — | 4,083 | $216K |
| Marino, Stram & Associates LLC | 0.04% | No change | 4,047 | $214K |
| Winebrenner Capital Management LLC | 0.13% | New | 3,970 | $210K |
| Physician Wealth Advisors, Inc. | 0.03% | Reduce -2.2% | 3,961 | $209K |
| Brio Consultants, LLC | 0.03% | New | 3,820 | $209K |
| Fortis Capital Advisors, LLC | 0.03% | New | 3,937 | $208K |
| Belpointe Asset Management LLC | 0.01% | New | 3,937 | $208K |
| Anson Capital, Inc. | 0.14% | New | 3,917 | $207K |
| IHT Wealth Management, LLC | 0.00% | New | 3,885 | $205K |
| Life Planning Partners, Inc | 0.15% | New | 3,811 | $201K |
| Vawter Financial, Ltd. | 0.08% | New | 3,800 | $201K |
| Keebeck Wealth Management | 0.02% | New | 3,791 | $200K |
| Quadrant Capital Group LLC | 0.01% | Add +35240.0% | 3,534 | $187K |
| McIlrath & Eck, LLC | 0.01% | Add +0.1% | 3,423 | $181K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +47.6% | 3,318 | $180K |
| Franklin Resources Inc. | 0.00% | Add +0.2% | 3,327 | $176K |
| True Wealth Design, LLC | 0.04% | Reduce -3.0% | 3,003 | $158K |
| Assetmark, Inc. | 0.00% | Add +22.6% | 2,897 | $153K |
| Sittner & Nelson, LLC | 0.05% | No change | 2,760 | $146K |
| C M Bidwell & Associates Ltd. | 0.07% | Add +11.6% | 2,657 | $140K |
| TFC Financial Management, Inc. | 0.02% | Reduce -13.4% | 2,627 | $139K |
| BankChampaign, National Association | 0.13% | Add +600.3% | 2,451 | $129K |
| Angeles Wealth Management, LLC | 0.01% | Add +2328.3% | 2,404 | $127K |
| Dogwood Wealth Management LLC | 0.05% | Add +0.2% | 2,331 | $123K |
| MBM Wealth Consultants, LLC | 0.03% | New | 2,313 | $122K |
| Operose Advisors LLC | 0.03% | Add +91.4% | 2,239 | $118K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,224 | $117K |
| Reyes Financial Architecture, Inc. | 0.09% | Add +0.2% | 2,188 | $115K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -2.1% | 2,182 | $115K |
| Russell Investments Group, Ltd. | 0.00% | Add +62.0% | 1,992 | $105K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,963 | $104K |
| Pacific Center for Financial Services | 0.03% | Add +3.5% | 1,916 | $101K |
| Measured Wealth Private Client Group, LLC | 0.03% | Reduce -8.5% | 1,904 | $100K |
| BlackRock, Inc. | 0.00% | Reduce -88.8% | 1,856 | $98K |
| Retirement Wealth Solutions LLC | 0.06% | No change | 1,849 | $98K |
| Hickory Point Bank & Trust | 0.06% | New | 1,792 | $95K |
| Arax Advisory Partners | 0.00% | Add +0.1% | 1,787 | $94K |
| Rialto Wealth Management, LLC | 0.02% | Add +0.8% | 1,737 | $92K |
| DecisionPoint Financial, LLC | 0.02% | Add +0.2% | 1,625 | $86K |
| Investment Research & Advisory Group, Inc. | 0.03% | New | 1,600 | $84K |
| Godfrey Financial Associates, Inc. | 0.07% | No change | 1,496 | $79K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,469 | $78K |
| American Capital Advisory, LLC | 0.03% | Reduce -23.3% | 1,464 | $77K |
| Forum Finance Group S.A. | 0.04% | — | 1,795 | $77K |
| SYM FINANCIAL Corp | 0.01% | No change | 1,444 | $76K |
| CX Institutional | 0.00% | Add +0.2% | 1,448 | $76K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,423 | $75K |
| Bokf, NA | 0.00% | Reduce -50.0% | 1,406 | $74K |
| Paladin Advisory Group, LLC | 0.05% | No change | 1,335 | $70K |
| Basepoint Wealth LLC | 0.04% | New | 1,293 | $68K |
| First Community Trust NA | 0.05% | No change | 1,287 | $68K |
| JNBA Financial Advisors | 0.01% | Add +71.5% | 1,254 | $66K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,230 | $65K |
| Dunhill Financial, LLC | 0.02% | Add +1.4% | 1,217 | $64K |
| Simplex Trading, LLC | 0.00% | New | 1,215 | $64K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +64.7% | 1,140 | $60K |
| CENTRAL TRUST Co | 0.00% | No change | 1,056 | $56K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 1,054 | $56K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,050 | $55K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,045 | $55K |
| Arlington Trust Co LLC | 0.00% | New | 1,010 | $53K |
| FWL Investment Management, LLC | 0.01% | New | 1,007 | $53K |
| GHP Investment Advisors, Inc. | 0.00% | Add +100.4% | 1,002 | $53K |
| Gables Capital Management Inc. | 0.02% | No change | 1,000 | $53K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -74.4% | 1,000 | $53K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 994 | $52K |
| Prosperity Bancshares Inc | 0.04% | No change | 942 | $50K |
| Sound Income Strategies, LLC | 0.00% | Add +4.4% | 930 | $50K |
| Prudent Man Investment Management, Inc. | 0.02% | No change | 970 | $48K |
| Legacy Wealth Managment, LLC | 0.02% | Add +0.0% | 916 | $48K |
| Private Wealth Management Group, LLC | 0.01% | No change | 904 | $48K |
| Redwood Park Advisors LLC | 0.03% | Add +0.1% | 706 | $37K |
| West Financial Advisors, LLC | 0.01% | No change | 666 | $35K |
| Vanguard Advisers Inc. | 0.00% | — | 625 | $33K |
| Ameritas Advisory Services, LLC | 0.00% | New | 619 | $33K |
| Ancora Advisors LLC | 0.00% | No change | 615 | $32K |
| Strategic Wealth Advisors LLC | 0.02% | New | 600 | $31K |
| Key Financial Inc | 0.01% | No change | 576 | $30K |
| 1620 Investment Advisors, Inc. | 0.02% | Add +7.7% | 560 | $30K |
| Chilton Capital Management LLC | 0.00% | New | 551 | $29K |
| Barrett & Company, Inc. | 0.01% | No change | 549 | $29K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | Add +54.2% | 532 | $28K |
| Transce3nd, LLC | 0.24% | No change | 512 | $27K |
| Horizon Financial Services, LLC | 0.01% | New | 491 | $26K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.2% | 474 | $26K |
| Abound Wealth Management | 0.01% | Add +0.2% | 455 | $24K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -76.0% | 398 | $21K |
| Anchor Investment Management, LLC | 0.00% | New | 401 | $21K |
| Providence Capital Advisors, LLC | 0.00% | No change | 374 | $20K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 362 | $19K |
| Hantz Financial Services, Inc. | 0.00% | No change | 368 | $19K |
| Hollencrest Capital Management | 0.00% | No change | 348 | $18K |
| Chapman Financial Group, LLC | 0.01% | No change | 330 | $17K |
| Howe & Rusling Inc. | 0.00% | No change | 313 | $17K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 303 | $16K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 279 | $15K |
| Trust Co. of Toledo NA | 0.00% | No change | 256 | $14K |
| Timmons Wealth Management, LLC | 0.01% | No change | 235 | $12K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +427.3% | 232 | $12K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Reduce -5.2% | 221 | $12K |
| Bessemer Group Inc. | 0.00% | Reduce -52.4% | 200 | $11K |
| IFG Advisory, LLC | 0.03% | New | 200 | $11K |
| Hara Capital LLC | 0.01% | No change | 200 | $11K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -54.9% | 181 | $10K |
| Marshall Investment Management, LLC | 0.00% | New | 177 | $9K |
| American National Bank & Trust | 0.00% | New | 175 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | New | 167 | $9K |
| Glassman Wealth Services | 0.00% | No change | 167 | $9K |
| Highline Wealth Partners LLC | 0.00% | New | 165 | $9K |
| AdvisorNet Financial, Inc | 0.00% | Add +15.4% | 165 | $9K |
| Archer Investment Corp | 0.00% | No change | 153 | $8K |
| Breakwater Investment Management | 0.00% | No change | 145 | $8K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 145 | $8K |
| Kingdom Financial Group LLC. | 0.00% | New | 145 | $8K |
| Rothschild Investment LLC | 0.00% | Reduce -63.1% | 140 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 141 | $7K |
| Truvestments Capital LLC | 0.00% | No change | 103 | $5K |
| Millstone Evans Group, LLC | 0.00% | Add +31.3% | 84 | $4K |
| Merrithew & Thorsten Inc | 0.00% | No change | 93 | $4K |
| FAS Wealth Partners, Inc. | 0.00% | New | 65 | $3K |
| Strive Financial Group ,LLC | 0.00% | No change | 63 | $3K |
| Synergy Investment Management, LLC | 0.00% | New | 38 | $2K |
| Manning & Napier Advisors LLC | 0.00% | No change | 9 | $475 |
| Citizens National Bank Trust Department | 0.00% | New | 8 | $422 |
| WPG Advisers, LLC | 0.00% | No change | 6 | $317 |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 5 | $264 |
| Global Wealth Strategies & Associates | 0.00% | Reduce -99.5% | 1 | $38 |
"% of holder's portfolio" is DFIV's weight in each manager's 13F, not the share of Dimensional International Va the manager owns.