Dimensional International VaDFIVETF
13F holders, Q2 2026 (June 30)897holders +43
85new positions
39sold out
2famous investors
$54.12avg. 13F price*
At the end of Q2 2026, 897 institutions reported holding Dimensional International Va (DFIV) in their 13F filings, up 43 from Q1 2026. 85 opened new positions and 39 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($1.8B), Mercer Global Advisors Inc. ($1.3B) and PNC Financial Services Group, Inc. ($929.2M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Dimensional International Va
- CUSIP
- 25434V807
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $184.4M |
| Exits | 39 | $20.6M |
All 13F filers, Q1 2026 → Q2 2026: 27,705,420 shares bought and 6,542,651 shares sold, net +21,162,769 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 897 holders
| Northwestern Mutual Wealth Management Co. | 0.97% | Add +7.6% | 33,545,101 | $1.8B |
| Mercer Global Advisors Inc. | 1.60% | Add +7.6% | 23,955,107 | $1.3B |
| PNC Financial Services Group, Inc. | 0.46% | Add +4.5% | 17,201,811 | $929.2M |
| Focus Partners Wealth | 0.95% | Add +27.0% | 17,198,028 | $929.0M |
| Savant Capital, LLC | 1.69% | Add +20.4% | 10,548,529 | $574.1M |
| EP Wealth Advisors, LLC | 1.90% | Add +27.3% | 9,199,022 | $496.9M |
| Northern Trust Corp. | 0.05% | Add +0.3% | 7,239,321 | $391.1M |
| Focus Partners Advisor Solutions, LLC | 2.72% | Reduce -2.1% | 5,930,567 | $320.4M |
| Envestnet Asset Management Inc. | 0.06% | Add +21.4% | 5,084,560 | $274.7M |
| Farther Finance Advisors, LLC | 1.99% | Add +17.2% | 4,713,116 | $254.6M |
| Raymond James Financial Inc. | 0.07% | Reduce -1.4% | 4,684,862 | $253.1M |
| Plancorp, LLC | 5.08% | Add +2.8% | 3,765,351 | $208.3M |
| Bank of America Corp. | 0.01% | Add +12.8% | 3,834,628 | $207.1M |
| Cerity Partners LLC | 0.24% | Add +13.1% | 3,631,961 | $196.2M |
| Index Fund Advisors, Inc. | 7.70% | Add +1.1% | 3,590,153 | $193.9M |
| Corient Private Wealth LP | 0.26% | Reduce -35.4% | 3,517,784 | $190.0M |
| Jones Financial Companies LLLP | 0.08% | Add +31.4% | 3,479,895 | $187.5M |
| HighTower Advisors, LLC | 0.18% | Add +0.7% | 3,392,299 | $183.3M |
| Creative Planning | 0.11% | Reduce -1.0% | 3,381,003 | $182.6M |
| Foster Group, Inc. | 4.22% | Add +0.2% | 2,937,971 | $158.7M |
| LPL Financial LLC | 0.03% | Add +17.8% | 2,748,495 | $148.5M |
| Kestra Investment Management, LLC | 2.70% | Reduce -36.0% | 2,576,518 | $139.2M |
| UBS Group AG | 0.02% | Add +15.5% | 2,448,827 | $132.3M |
| Modera Wealth Management, LLC | 1.33% | Add +3.2% | 2,306,071 | $124.6M |
| Confluence Wealth Services, Inc. | 3.20% | Add +16.4% | 2,072,260 | $111.9M |
| Nomura Asset Management International Inc. | 0.16% | New | 1,998,100 | $107.9M |
| Apella Capital, LLC | 1.52% | Add +2.5% | 1,943,050 | $107.4M |
| Beacon Pointe Advisors, LLC | 0.49% | Add +40.0% | 1,965,098 | $106.2M |
| Cetera Investment Advisers | 0.09% | Add +2.9% | 1,918,032 | $103.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.45% | Add +2.8% | 1,835,877 | $99.2M |
| TCI Wealth Advisors, Inc. | 4.17% | Add +10.9% | 1,786,134 | $96.5M |
| Team Hewins, LLC | 25.80% | Reduce -0.9% | 1,745,668 | $94.3M |
| Jackson Thornton Wealth Management, LLC | 6.88% | Add +0.5% | 1,610,229 | $87.0M |
| Royal Bank of Canada | 0.01% | Add +5.5% | 1,543,806 | $83.4M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +21.2% | 1,450,974 | $80.4M |
| Choreo, LLC | 0.88% | Add +0.3% | 1,477,472 | $79.8M |
| Evanson Financial, LLC | 3.78% | — | 1,430,696 | $77.3M |
| Wealth Management Nebraska | 6.83% | Add +6.7% | 1,416,453 | $76.5M |
| Jane Street Group, LLC | 0.05% | Reduce -39.1% | 1,306,543 | $70.6M |
| Falcon Wealth Planning | 4.41% | Add +2.5% | 1,291,418 | $69.8M |
| Wells Fargo & Company | 0.01% | Add +23.5% | 1,245,108 | $67.3M |
| Dixon Fnancial Services, Inc. | 26.99% | Reduce -0.8% | 1,233,662 | $66.6M |
| Sequoia Financial Advisors, LLC | 0.33% | Reduce -2.2% | 1,217,842 | $65.8M |
| Vise Technologies, Inc. | 0.72% | Add +61.4% | 1,183,164 | $63.9M |
| Root Financial Partners, LLC | 2.48% | Add +35.2% | 1,179,895 | $63.7M |
| Earned Wealth Advisors, LLC | 4.06% | Add +15.1% | 1,163,317 | $62.8M |
| Beaird Harris Wealth Management, LLC | 3.87% | Reduce -0.4% | 1,144,454 | $61.8M |
| True Link Financial Advisors, LLC | 3.45% | Reduce -1.3% | 1,105,949 | $59.7M |
| Petersen Hastings Wealth Advisors Inc. | 4.99% | Reduce -1.6% | 1,101,723 | $59.5M |
| Smartleaf Asset Management LLC | 1.90% | No change | 1,083,909 | $58.5M |
| Washington Trust Bank | 4.00% | Reduce -1.8% | 1,058,522 | $57.2M |
| Maseco LLP | 1.52% | Reduce -1.4% | 1,003,214 | $54.2M |
| Keb Asset Management, LLC | 8.31% | Add +7.2% | 950,337 | $51.3M |
| Waverly Advisors, LLC | 0.30% | Add +371.0% | 940,947 | $50.8M |
| Sax Wealth Advisors, LLC | 2.03% | Add +5.3% | 943,741 | $49.8M |
| Mariner, LLC | 0.05% | Add +2.5% | 873,528 | $47.2M |
| Verus Financial Partners, Inc. | 3.98% | Add +1.7% | 860,998 | $46.5M |
| Equitable Holdings, Inc. | 0.28% | Add +13.6% | 858,805 | $46.4M |
| Parkwoods Wealth Partners, LLC | 7.28% | Add +9.2% | 839,208 | $45.3M |
| Eclectic Associates Inc. | 5.09% | Add +4.6% | 827,730 | $44.7M |
| Strategic Financial Services, Inc. | 1.94% | Reduce -1.6% | 820,043 | $44.3M |
| Landaas & Co. /Wi | 7.43% | Add +19.6% | 756,140 | $40.8M |
| Pallas Capital Advisors LLC | 1.21% | Add +5.8% | 730,191 | $39.4M |
| Wealth Architects, LLC | 3.02% | Reduce -2.6% | 707,134 | $38.2M |
| McGlone Suttner Wealth Management, Inc. | 4.46% | Reduce -0.1% | 703,455 | $38.0M |
| Premier Financial Group | 7.62% | Reduce -0.5% | 701,432 | $37.9M |
| Fiduciary Financial Group, LLC | 4.17% | Add +12.3% | 681,788 | $36.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.61% | Reduce -1.4% | 674,823 | $36.5M |
| Hudock, Inc. | 4.66% | Add +1.5% | 673,584 | $36.4M |
| Planning Center, Inc. | 3.43% | Reduce -0.1% | 673,128 | $36.4M |
| Trinity Financial Advisors LLC | 9.28% | Add +0.9% | 668,402 | $36.1M |
| Truist Financial Corp. | 0.04% | Add +0.8% | 668,302 | $36.1M |
| Quent Capital, LLC | 2.19% | Add +10.6% | 658,997 | $35.6M |
| Baird Financial Group, Inc. | 0.05% | Add +9.2% | 616,504 | $33.3M |
| Tobias Financial Advisors, Inc. | 4.19% | Add +2.5% | 610,701 | $33.0M |
| Three Arch Wealth Management LLC | 5.00% | Add +3.0% | 602,821 | $32.6M |
| B&D White Capital Company, LLC | 3.16% | Add +79.7% | 587,103 | $31.7M |
| Hill Investment Group Partners, LLC | 3.19% | Reduce -2.5% | 579,199 | $31.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.9% | 574,462 | $31.0M |
| Kestra Advisory Services, LLC | 0.10% | Add +17.3% | 570,476 | $30.8M |
| Sachem Hill LLC | 5.44% | Reduce -1.3% | 566,016 | $30.6M |
| Peapack Gladstone Financial Corp. | 0.33% | Reduce -3.8% | 531,033 | $28.7M |
| MML Investors Services, LLC | 0.06% | Add +25.8% | 513,667 | $27.7M |
| Acropolis Investment Management, LLC | 1.09% | Add +0.3% | 509,898 | $27.5M |
| Allworth Financial LP | 0.12% | Reduce -2.2% | 507,224 | $27.4M |
| Factor Wealth Management LTD | 4.08% | Add +13.2% | 500,179 | $27.0M |
| AQR Capital Management | 0.01% | Add +13.4% | 456,692 | $24.7M |
| Osaic Holdings, Inc. | 0.03% | Add +32.3% | 451,840 | $24.4M |
| First Command Advisory Services, Inc. | 0.14% | Reduce -6.9% | 449,915 | $24.3M |
| Bayshore Asset Management, LLC | 8.48% | Add +0.0% | 439,280 | $23.7M |
| M Holdings Securities, Inc. | 3.24% | Reduce -26.4% | 438,482 | $23.7M |
| Cowa, LLC | 6.32% | Reduce -2.6% | 432,023 | $23.3M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -19.3% | 429,826 | $23.2M |
| Pinney & Scofield, Inc. | 11.21% | Reduce -0.1% | 424,299 | $22.9M |
| Wescott Financial Advisory Group, LLC | 1.75% | Add +3.7% | 418,590 | $22.6M |
| Mason Street Advisors, LLC | 2.02% | Add +2.7% | 414,285 | $22.4M |
| Disciplined Equity Management, Inc. | 9.89% | Add +3.4% | 413,227 | $22.3M |
| Squire Investment Management Company, LLC | 5.37% | Add +3.9% | 412,587 | $22.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +3.9% | 401,959 | $21.7M |
| Fischer Investment Strategies, LLC | 10.29% | Add +11.6% | 399,195 | $21.6M |
| Vestia Personal Wealth Advisors | 8.41% | Add +6.4% | 398,814 | $21.5M |
| Capital Analysts, LLC | 0.49% | Add +8.7% | 396,571 | $21.4M |
| LRI Investments, LLC | 1.67% | Reduce -0.4% | 384,826 | $20.8M |
| Navigoe, LLC | 10.80% | Reduce -0.6% | 382,374 | $20.7M |
| Dopkins Wealth Management, LLC | 7.50% | Reduce -1.3% | 382,231 | $20.6M |
| Market Street Wealth Management Advisors LLC | 2.90% | Add +1.1% | 377,359 | $20.4M |
| McLean Asset Management Corp | 2.67% | Reduce -1.4% | 353,172 | $20.2M |
| Prism Advisors, Inc. | 4.91% | Reduce -10.4% | 374,012 | $20.2M |
| Forum Financial Management, LP | 0.26% | Reduce -1.1% | 372,555 | $20.1M |
| CFS Investment Advisory Services, LLC | 1.32% | Reduce -1.8% | 360,811 | $19.8M |
| ShankerValleau Wealth Advisors, Inc. | 5.19% | Add +0.0% | 364,529 | $19.7M |
| VeraBank, N.A. | 3.25% | Add +5.5% | 363,849 | $19.7M |
| Moneta Group Investment Advisors LLC | 0.14% | Reduce -1.3% | 360,198 | $19.5M |
| Claris Advisors, LLC / Mo / | 5.03% | Reduce -0.4% | 356,869 | $19.3M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +3.8% | 346,548 | $18.7M |
| Meritas Wealth Management, LLC | 7.30% | Add +2.4% | 345,878 | $18.7M |
| Shearwater Capital LLC | 8.83% | No change | 342,478 | $18.5M |
| Disciplined Investments, LLC | 5.96% | Add +6.0% | 341,670 | $18.5M |
| Rather & Kittrell, Inc. | 2.51% | Add +0.2% | 332,782 | $18.0M |
| Captrust Financial Advisors | 0.03% | Add +0.3% | 332,152 | $17.9M |
| Merit Financial Group, LLC | 0.11% | Add +14.5% | 331,096 | $17.9M |
| Penserra Capital Management LLC | 0.14% | Reduce -2.2% | 330,182 | $17.8M |
| Apeiron RIA LLC | 4.54% | Reduce -0.7% | 327,900 | $17.7M |
| Allen Wealth Management, LLC | 8.53% | Add +11.1% | 324,395 | $17.5M |
| BlueSky Wealth Advisors, LLC | 2.02% | Add +8.7% | 323,303 | $17.5M |
| EnRich Financial Partners LLC | 4.02% | Reduce -1.6% | 313,114 | $16.9M |
| Sterling Financial Planning, Inc. | 4.56% | Add +0.7% | 310,296 | $16.8M |
| Embree Financial Group | 1.66% | Reduce -19.6% | 307,632 | $16.6M |
| Great Oak Capital Partners, LLC | 3.56% | Add +3.8% | 297,894 | $16.5M |
| Fonville Wealth Management LLC | 2.68% | Add +5.0% | 303,321 | $16.4M |
| Integrated Wealth Concepts LLC | 0.11% | Add +4.0% | 302,192 | $16.3M |
| Peirce Capital Management, LLC | 5.87% | Reduce -7.8% | 296,414 | $16.0M |
| Stifel Financial Corp. | 0.01% | Add +2.2% | 295,758 | $16.0M |
| JDH Wealth Management, LLC | 9.46% | Reduce -1.5% | 287,818 | $15.5M |
| Natixis Advisors, LLC | 0.02% | Add +40.4% | 284,593 | $15.4M |
| Ruedi Wealth Management, Inc. | 3.55% | Reduce -2.5% | 280,259 | $15.1M |
| Private Advisor Group, LLC | 0.07% | Add +162.6% | 274,682 | $14.8M |
| Mraz, Amerine & Associates, Inc. | 2.13% | Add +1.6% | 274,258 | $14.8M |
| Aurdan Capital Management, LLC | 3.76% | Add +17.3% | 274,106 | $14.8M |
| Pathstone Holdings, LLC | 0.04% | Reduce -10.5% | 265,877 | $14.4M |
| Savvy Advisors, Inc. | 0.31% | Add +9.1% | 265,857 | $14.4M |
| KM Capital Management Ltd. | 6.68% | Add +0.1% | 263,051 | $14.2M |
| Capstone Wealth Management, LLC | 6.56% | Reduce -1.0% | 261,831 | $14.1M |
| Lauterbach Financial Advisors, LLC | 6.03% | Reduce -0.7% | 259,530 | $14.0M |
| Guardian Wealth Management, LLC | 3.88% | Reduce -0.5% | 256,328 | $13.8M |
| Elevate Wealth Advisory, Inc. | 7.86% | Add +4.6% | 254,738 | $13.8M |
| Robinswood Financial LLC | 3.94% | Add +2.1% | 254,698 | $13.8M |
| Destiny Wealth Partners, LLC | 1.94% | Reduce -2.6% | 239,939 | $13.7M |
| Visionary Wealth Advisors | 0.54% | Add +0.9% | 253,952 | $13.7M |
| Werba Rubin Papier Wealth Management | 1.63% | Add +3.8% | 249,131 | $13.5M |
| Quantinno Capital Management LP | 0.02% | Add +25.9% | 248,725 | $13.4M |
| Tradewinds, LLC. | 3.01% | New | 1,108 | $13.4M |
| MAI Capital Management | 0.05% | Add +364.5% | 247,904 | $13.4M |
| Axxcess Wealth Management, LLC | 0.21% | New | 247,434 | $13.4M |
| Monograph Wealth Advisors, LLC | 1.07% | No change | 241,227 | $13.0M |
| Trademark Financial Management, LLC | 5.24% | Add +19.7% | 237,066 | $12.8M |
| DiNuzzo Private Wealth, Inc. | 1.25% | Reduce -1.2% | 234,686 | $12.7M |
| SeedSafe Financial LLC | 9.02% | Add +2.6% | 231,864 | $12.5M |
| Cardiff Park Advisors, LLC | 0.97% | Reduce -2.2% | 231,483 | $12.5M |
| Maryland Capital Advisors Inc. | 3.92% | — | 226,507 | $12.2M |
| ABLE Financial Group, LLC | 2.00% | Add +12.6% | 220,204 | $11.9M |
| Morgan Stanley | 0.00% | Reduce -3.8% | 216,884 | $11.7M |
| Northwest Wealth Management, LLC | 1.54% | Add +1.1% | 216,493 | $11.7M |
| Mattern Wealth Management LLC | 1.92% | Add +51.3% | 216,224 | $11.7M |
| Tillman Hartley LLC | 2.61% | Reduce -1.6% | 215,049 | $11.6M |
| Financial Futures Ltd Liability Co. | 4.33% | Add +2.2% | 210,600 | $11.4M |
| Summit Financial, LLC | 0.12% | Add +9.8% | 210,265 | $11.4M |
| Mission Wealth Management, LP | 0.14% | Add +1.8% | 208,768 | $11.3M |
| Valmark Advisers, Inc. | 0.12% | Add +208.2% | 207,176 | $11.2M |
| Andrews, Lucia Wealth Management LLC | 5.85% | Reduce -1.8% | 206,876 | $11.2M |
| Compound Planning, Inc. | 0.29% | Add +6.6% | 206,170 | $11.1M |
| Austin Asset Management Co Inc | 1.57% | Reduce -0.4% | 203,381 | $11.0M |
| Baker Boyer National Bank | 3.01% | Reduce -1.9% | 202,584 | $10.9M |
| REAP Financial Group, LLC | 1.86% | Add +9.6% | 201,738 | $10.9M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -0.3% | 200,723 | $10.8M |
| Stone Summit Wealth LLC | 2.74% | Add +0.8% | 200,201 | $10.8M |
| Advisory Alpha, LLC | 0.26% | Add +2.5% | 198,674 | $10.7M |
| Rothschild Wealth LLC | 0.86% | Reduce -2.3% | 198,381 | $10.7M |
| Aspiriant, LLC | 0.26% | Reduce -4.0% | 197,598 | $10.7M |
| Eq Wealth Advisors, LLC | 5.81% | Reduce -2.9% | 195,764 | $10.6M |
| AE Wealth Management LLC | 0.05% | Add +3.5% | 195,742 | $10.6M |
| Caliber Wealth Management, LLC / KS | 0.99% | Reduce -1.8% | 190,541 | $10.3M |
| G2 Capital Management, LLC / Oh | 2.23% | Add +2.4% | 189,485 | $10.2M |
| Kings Path Partners LLC | 2.72% | Add +10.7% | 189,008 | $10.2M |
| Barnes Pettey Financial Advisors, LLC | 3.18% | Add +51.6% | 187,707 | $10.1M |
| Phillips Financial Management, LLC | 0.73% | Reduce -1.3% | 183,756 | $9.9M |
| Altiora Financial Group, LLC | 1.55% | Reduce -1.6% | 182,333 | $9.8M |
| Tortoise Investment Management, LLC | 0.73% | Add +0.4% | 181,496 | $9.8M |
| Laurel Wealth Planning LLC | 4.21% | Add +15.3% | 176,000 | $9.5M |
| Oceanside Advisors LLC | 4.70% | Add +2.5% | 172,546 | $9.3M |
| Baker Tilly Wealth Management, LLC | 1.96% | Reduce -3.7% | 168,774 | $9.1M |
| Veratis Advisors, Inc. | 6.35% | — | 166,058 | $9.0M |
| Cedar Point Capital Partners, LLC | 5.12% | Add +4.7% | 164,507 | $8.9M |
| Turning Point Benefit Group, Inc. | 3.77% | Add +159.4% | 162,367 | $8.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +4.7% | 162,189 | $8.8M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -2.5% | 157,924 | $8.5M |
| Kondo Wealth Advisors, Inc. | 2.83% | Reduce -2.0% | 156,917 | $8.5M |
| Strategic Investment Solutions, Inc. | 1.89% | Add +2.5% | 153,038 | $8.3M |
| Certified Advisory Corp | 0.67% | Reduce -0.3% | 152,878 | $8.3M |
| Bank of New Hampshire | 1.72% | Add +10.4% | 152,510 | $8.2M |
| Perigon Wealth Management, LLC | 0.13% | Add +9.5% | 152,495 | $8.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +4.1% | 152,208 | $8.2M |
| J. Mark Nickell & Co. | 6.56% | Add +2.5% | 152,164 | $8.2M |
| Clarity Asset Management, Inc. | 4.01% | Add +6.0% | 151,479 | $8.2M |
| Sculati Wealth Management, LLC | 2.70% | Add +1.8% | 144,983 | $8.1M |
| Richard Young Associates, Ltd. | 5.19% | Reduce -0.9% | 144,566 | $7.8M |
| Serenity Investment Advisors | 3.31% | Add +9.2% | 134,329 | $7.8M |
| Winter & Associates, Inc. | 5.82% | Add +64.6% | 143,360 | $7.7M |
| Family Legacy, Inc. | 2.03% | Reduce -0.8% | 140,688 | $7.6M |
| Mather Group, Llc. | 0.07% | Add +2.3% | 139,196 | $7.5M |
| Accel Wealth Management | 1.69% | Add +17.1% | 139,100 | $7.5M |
| Bank of Montreal | 0.00% | Add +11.3% | 138,099 | $7.5M |
| Causey Wealth LLC | 2.90% | Add +1.4% | 137,253 | $7.4M |
| Compass Financial Group, Inc. | 3.06% | Reduce -1.0% | 134,097 | $7.2M |
| Cordant, Inc. | 2.57% | Reduce -7.6% | 131,839 | $7.1M |
| Vance Wealth, LLC | 1.60% | Add +29.9% | 131,564 | $7.1M |
| Vistica Wealth Advisors, LLC | 6.15% | Add +7.1% | 131,563 | $7.1M |
| Shotwell Rutter Baer Inc | 3.90% | Reduce -4.8% | 131,479 | $7.1M |
| HMV Wealth Advisors, LLC | 2.72% | Reduce -1.7% | 129,106 | $7.0M |
| Rf&l Wealth Management, LLC | 4.64% | Reduce -1.1% | 126,816 | $6.9M |
| Larson Financial Group LLC | 0.18% | Reduce -2.4% | 124,700 | $6.7M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +2.4% | 124,517 | $6.7M |
| Schwallier Wealth Management LLC | 4.21% | New | 123,268 | $6.7M |
| 1900 Wealth Management LLC | 0.37% | Reduce -0.4% | 122,747 | $6.6M |
| Estate Counselors, LLC | 0.57% | Add +5.8% | 122,491 | $6.6M |
| ATLas Financial Planning LLC | 5.36% | Add +3.2% | 122,378 | $6.6M |
| Whittier Trust Co. | 0.07% | No change | 119,178 | $6.6M |
| Platt Wealth Management LLC | 5.29% | Add +37.0% | 121,778 | $6.6M |
| Alpha Advisors, LLC | 4.89% | Add +5.8% | 120,446 | $6.5M |
| N.E.W. Advisory Services LLC | 0.43% | Reduce -3.4% | 120,406 | $6.5M |
| Avior Wealth Management, LLC | 0.17% | Add +1.5% | 119,975 | $6.5M |
| Timonier Family Office, LTD. | 1.81% | — | 118,605 | $6.4M |
| Segall Bryant & Hamill, LLC | 0.08% | Reduce -6.0% | 117,382 | $6.3M |
| Avise Financial Cooperative, Inc. | 4.51% | Reduce -0.5% | 116,967 | $6.3M |
| Glass Jacobson Investment Advisors llc | 1.97% | Reduce -2.3% | 116,918 | $6.3M |
| Sterling Wealth Management, Inc. | 1.56% | Add +0.2% | 116,430 | $6.3M |
| EverSource Wealth Advisors, LLC | 0.21% | Reduce -3.4% | 113,778 | $6.1M |
| Park Avenue Securities LLC | 0.04% | Add +7.7% | 112,723 | $6.1M |
| Composition Wealth, LLC | 0.07% | Reduce -7.5% | 111,428 | $6.0M |
| Valued Retirements, Inc. | 5.31% | Reduce -1.0% | 109,448 | $5.9M |
| DeLarme Wealth Management, Inc. | 3.39% | Reduce -3.0% | 108,113 | $5.8M |
| OMNI 360 Wealth, Inc. | 2.69% | Reduce -9.9% | 107,933 | $5.8M |
| Commerce Bank | 0.03% | Add +16.1% | 107,647 | $5.8M |
| Advisory Services Network, LLC | 0.07% | Add +42.7% | 107,354 | $5.8M |
| Avidian Wealth Enterprises, LLC | 0.16% | Add +8.8% | 107,006 | $5.8M |
| Lam Group, Inc. | 2.87% | No change | 106,938 | $5.8M |
| Wealthspire Advisors, LLC | 0.03% | Add +29.1% | 106,405 | $5.7M |
| Tilson Financial Group, Inc. | 1.58% | Add +4.7% | 106,198 | $5.7M |
| Frankly Finances, LLC | 4.52% | No change | 105,851 | $5.7M |
| CreativeOne Wealth, LLC | 0.12% | Reduce -3.0% | 104,480 | $5.6M |
| FMR LLC | 0.00% | Add +13.7% | 104,030 | $5.6M |
| Spire Wealth Management | 0.17% | Add +2.0% | 102,520 | $5.5M |
| Breakwater Capital Group | 0.65% | Add +0.6% | 100,377 | $5.4M |
| World Investment Advisors | 0.09% | Add +0.1% | 101,634 | $5.4M |
| Betterment LLC | 0.01% | Add +3.1% | 99,071 | $5.4M |
| Beacon Harbor Wealth Advisors, Inc. | 1.03% | Add +3.6% | 92,617 | $5.3M |
| Graver Capital Management, LLC | 3.78% | Reduce -4.9% | 98,123 | $5.3M |
| Kelly Financial Group LLC | 1.17% | Add +3.8% | 97,787 | $5.3M |
| InTrack Investment Management Inc | 2.60% | Reduce -2.5% | 96,942 | $5.2M |
| Armbruster Capital Management, Inc. | 0.78% | Reduce -3.4% | 96,770 | $5.2M |
| CVA Family Office, LLC | 0.47% | Add +5.4% | 95,902 | $5.2M |
| Castle Wealth Management LLC | 1.52% | Add +2.1% | 94,801 | $5.1M |
| Porter White Investment Advisors, Inc. | 1.97% | Reduce -0.4% | 94,770 | $5.1M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +0.7% | 94,567 | $5.1M |
| Kraft, Davis & Associates, LLC | 1.05% | Add +7.6% | 92,056 | $5.0M |
| Burk Holdings LLC | 1.85% | Add +0.7% | 92,852 | $5.0M |
| City State Bank | 1.15% | Add +11.2% | 92,663 | $5.0M |
| Benningfield Financial Advisors, LLC | 3.65% | Reduce -2.9% | 91,102 | $4.9M |
| Cogent Strategic Wealth LLC | 4.69% | Reduce -14.0% | 91,009 | $4.9M |
| Verum Partners LLC | 0.74% | Reduce -0.1% | 90,310 | $4.9M |
| Opus Financial Solutions LLC | 3.92% | Add +14.1% | 90,072 | $4.9M |
| Navigate Wealth Management, LLC | 3.01% | Add +3.0% | 87,103 | $4.9M |
| Brown Advisory Inc. | 0.01% | Add +97.9% | 89,682 | $4.8M |
| Herold Advisors, Inc. | 0.95% | Add +11.5% | 89,364 | $4.8M |
| Redstone Wealth Management, LLC | 3.08% | Add +36.9% | 87,353 | $4.7M |
| Bedel Financial Consulting, Inc. | 0.45% | Reduce -0.5% | 87,003 | $4.7M |
| Moisand Fitzgerald Tamayo, LLC | 0.46% | Reduce -2.4% | 86,870 | $4.7M |
| TruNorth Capital Management, LLC | 0.75% | Add +3.8% | 86,591 | $4.7M |
| Awm Capital, LLC | 0.37% | Add +0.3% | 85,315 | $4.6M |
| Investmark Advisory Group LLC | 1.75% | Add +1.9% | 85,097 | $4.6M |
| Poinciana Advisors Group, LLC | 3.40% | Reduce -16.8% | 74,425 | $4.6M |
| NewEdge Wealth, LLC | 0.05% | Add +3.4% | 84,584 | $4.6M |
| Valued Wealth Advisors LLC | 1.62% | Add +0.0% | 82,598 | $4.5M |
| Atlas Capital Advisors Inc. | 0.48% | Add +384.6% | 81,537 | $4.4M |
| FMB Wealth Management | 1.60% | Reduce -0.7% | 80,607 | $4.4M |
| Beckerman Institutional, LLC | 2.07% | Add +5.3% | 80,389 | $4.3M |
| Prevail Innovative Wealth Advisors, LLC | 0.64% | Add +87.9% | 79,842 | $4.3M |
| Aviance Capital Partners, LLC | 0.45% | Add +2.2% | 79,816 | $4.3M |
| &partners | 0.02% | Reduce -34.2% | 79,274 | $4.3M |
| AG Asset Advisory, LLC | 3.48% | Add +1.3% | 79,712 | $4.3M |
| Hippocratic Financial Advisors, LLC | 1.62% | Add +17.3% | 79,531 | $4.3M |
| Journey Beyond Wealth, LLC | 3.34% | Reduce -4.0% | 79,199 | $4.3M |
| Signature Estate & Investment Advisors LLC | 0.08% | Add +11.3% | 79,142 | $4.3M |
| Regions Financial Corp. | 0.03% | Reduce -1.4% | 78,896 | $4.3M |
| LexAurum Advisors, LLC | 0.49% | Add +3.2% | 78,833 | $4.3M |
| L.K. Benson & Company, P.C. | 1.27% | Add +1.1% | 77,970 | $4.2M |
| Ariadne Wealth Management, LP | 1.84% | Reduce -0.9% | 76,904 | $4.2M |
| HB Wealth Management, LLC | 0.02% | Add +262.5% | 76,013 | $4.1M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 3.22% | Add +2.5% | 75,968 | $4.1M |
| BIP Wealth, LLC | 0.12% | Add +230.8% | 75,403 | $4.1M |
| Prospera Financial Services Inc | 0.06% | Add +10.2% | 74,893 | $4.0M |
| Bleakley Financial Group, LLC | 0.05% | Reduce -24.3% | 74,583 | $4.0M |
| Corus Family Wealth Advisors | 2.75% | Add +7.0% | 74,062 | $4.0M |
| Pillar Financial Advisors, LLC | 2.09% | Reduce -0.0% | 73,799 | $4.0M |
| Evergreen Wealth Partners LLC | 2.39% | Add +36.2% | 73,647 | $4.0M |
| Per Stirling Capital Management, LLC. | 0.38% | Add +3.3% | 73,425 | $4.0M |
| Symmetry Partners, LLC | 0.20% | Reduce -2.6% | 72,255 | $3.9M |
| RTD Financial Advisors, Inc. | 0.42% | Add +54.4% | 71,869 | $3.9M |
| Addison Advisors LLC | 1.82% | Reduce -27.3% | 71,289 | $3.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +12.9% | 70,678 | $3.8M |
| CLG LLC | 0.84% | Add +3.0% | 70,648 | $3.8M |
| Red Lighthouse Investment Management, LLC | 1.12% | Reduce -0.2% | 69,853 | $3.8M |
| Forteris Wealth Management Inc. | 3.08% | Add +0.5% | 69,788 | $3.8M |
| Baring Financial LLC | 2.07% | Add +2.7% | 69,464 | $3.8M |
| Cambridge Financial Group, LLC | 1.18% | Reduce -6.2% | 69,324 | $3.7M |
| Aegis Wealth Management LLC | 1.72% | No change | 67,622 | $3.7M |
| Brookstone Capital Management | 0.04% | Reduce -39.6% | 67,338 | $3.6M |
| Klingman & Associates, LLC | 0.15% | Reduce -0.2% | 66,339 | $3.6M |
| IFP Advisors, Inc | 0.06% | Add +5.3% | 66,320 | $3.6M |
| Lakeshore Financial Planning, Inc. | 1.14% | Reduce -2.2% | 65,342 | $3.5M |
| Belleair Asset Management, LLC | 2.94% | Add +0.0% | 64,588 | $3.5M |
| Family CFO Inc | 1.34% | Reduce -0.1% | 64,540 | $3.5M |
| Aerodigm Wealth, LLC | 1.18% | Reduce -3.9% | 64,310 | $3.5M |
| Donalies Financial Planning, LLC | 2.55% | Add +3.2% | 63,962 | $3.5M |
| Del-Sette Capital Management, LLC | 1.94% | Reduce -35.6% | 61,605 | $3.3M |
| NewEdge Advisors, LLC | 0.01% | Add +34.0% | 61,277 | $3.3M |
| Pettinga Financial Advisors LLC | 0.53% | Add +56.5% | 61,024 | $3.3M |
| Financial Synergies Wealth Advisors, Inc. | 0.28% | Add +0.7% | 60,985 | $3.3M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Add +0.1% | 59,609 | $3.2M |
| Global Assets Advisory, LLC | 0.69% | New | 58,758 | $3.2M |
| Kilner Capital Advisors, LLC | 2.72% | Add +2.8% | 57,155 | $3.2M |
| Private Advisory Group LLC | 0.18% | New | 58,400 | $3.2M |
| Fund Evaluation Group, LLC | 0.08% | Reduce -1.1% | 58,191 | $3.1M |
| Vista Investment Partners Ii, LLC | 1.20% | Add +27.3% | 56,837 | $3.1M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +4.3% | 56,579 | $3.1M |
| Arax Advisory Partners | 0.02% | Add +3058.1% | 56,436 | $3.0M |
| Peoples Bank | 1.56% | Add +32.3% | 56,160 | $3.0M |
| SwitchPoint Financial Planning, LLC | 1.71% | Add +1.0% | 54,903 | $3.0M |
| Clark Asset Management, LLC | 0.23% | Reduce -0.1% | 54,701 | $3.0M |
| Mutual Advisors, LLC | 0.06% | Add +4.1% | 54,293 | $2.9M |
| AlphaCore Capital LLC | 0.05% | Add +33.3% | 54,289 | $2.9M |
| Ferguson Johnson Wealth Management Inc | 2.12% | Add +7.6% | 53,901 | $2.9M |
| Strathmore Capital Advisors, Inc. | 0.77% | Reduce -2.7% | 51,222 | $2.9M |
| JMG Financial Group, Ltd. | 0.07% | Add +0.1% | 52,939 | $2.9M |
| Joel Isaacson & Co., LLC | 0.08% | Add +5.2% | 52,635 | $2.8M |
| Prism Planning Partners LLC | 3.00% | Add +7.0% | 52,411 | $2.8M |
| McKinley Carter Wealth Services, Inc. | 0.14% | Reduce -8.7% | 51,721 | $2.8M |
| Collective Family Office LLC | 0.56% | Reduce -1.8% | 50,807 | $2.7M |
| Legacy Financial Advisors, Inc. | 0.33% | Add +3.1% | 50,660 | $2.7M |
| Allegiance Financial Group Advisory Services LLC | 0.47% | Reduce -3.4% | 50,059 | $2.7M |
| Investment Advisory Group, LLC | 0.59% | Add +11.7% | 49,974 | $2.7M |
| McCartney Wealth Management LLC | 2.02% | Add +1.0% | 49,342 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +102.1% | 49,118 | $2.7M |
| Triumph Capital Management | 0.48% | Add +11.3% | 48,929 | $2.6M |
| Atlantic Union Bankshares Corp | 0.04% | Add +6.0% | 48,859 | $2.6M |
| Cherry Tree Wealth Management, LLC | 0.49% | Add +52.5% | 48,562 | $2.6M |
| Asset Dedication, LLC | 0.17% | Add +52.9% | 48,542 | $2.6M |
| Cloud Capital Management, LLC | 0.96% | Add +3.7% | 48,515 | $2.6M |
| Nautilus Advisors LLC | 1.53% | Add +6.0% | 46,842 | $2.6M |
| Morris Financial Concepts, Inc. | 0.78% | Add +8.4% | 47,333 | $2.6M |
| Triangle Securities Wealth Management | 0.51% | Add +10.4% | 47,252 | $2.6M |
| Boston Partners | 0.00% | Reduce -6.1% | 46,889 | $2.5M |
| Greenspring Advisors, LLC | 0.14% | Add +1.0% | 46,092 | $2.5M |
| Platform Wealth Management, LLC | 0.90% | — | 45,467 | $2.5M |
| a16z Perennial Management, L.P. | 0.20% | New | 45,008 | $2.4M |
| Builder Investment Group Inc. | 0.48% | Add +2.2% | 44,911 | $2.4M |
| Lodestone Wealth Management LLC | 0.85% | Reduce -3.1% | 44,790 | $2.4M |
| United Advisor Group, LLC | 0.26% | New | 44,663 | $2.4M |
| Trace Wealth Advisors, LLC | 1.57% | No change | 44,424 | $2.4M |
| Sage Mountain Advisors LLC | 0.15% | No change | 44,203 | $2.4M |
| Pacific Asset Management, LLC | 1.17% | Add +1.1% | 44,035 | $2.4M |
| Steelhead Wealth Management LLC | 0.95% | Add +14.3% | 43,739 | $2.4M |
| Krilogy Financial LLC | 0.07% | Add +2.6% | 43,590 | $2.4M |
| Faithward Advisors, LLC | 0.28% | Add +106.4% | 43,144 | $2.3M |
| Strata Wealth Advisors, LLC | 0.57% | Add +2.8% | 43,093 | $2.3M |
| Freedom Investment Management, Inc. | 0.63% | Reduce -1.1% | 42,025 | $2.3M |
| Core Wealth Advisors, LLC | 1.67% | New | 41,968 | $2.3M |
| Fifth Third Securities, Inc. | 0.13% | Add +0.7% | 41,872 | $2.3M |
| Fig Financial Advisory Services Inc. | 1.32% | New | 41,723 | $2.3M |
| Valeo Financial Advisors, LLC | 0.05% | Add +40.8% | 41,479 | $2.2M |
| BWM Planning, LLC | 0.52% | No change | 41,109 | $2.2M |
| Stillwater Private Wealth, LLC | 1.44% | New | 38,137 | $2.2M |
| Sovereign Financial Group, Inc. | 0.33% | Reduce -2.1% | 40,119 | $2.2M |
| Medallion Wealth Advisors, LLC | 0.68% | Add +4.7% | 40,008 | $2.2M |
| Zhang Financial LLC | 0.06% | Add +2.3% | 39,895 | $2.2M |
| Quarry Hill Advisors, LLC | 0.82% | No change | 39,712 | $2.1M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +7.7% | 39,688 | $2.1M |
| Kaufman Rossin Wealth, LLC | 1.01% | Reduce -0.6% | 38,643 | $2.1M |
| APS Management Group, Inc. | 1.63% | Add +20.6% | 39,231 | $2.1M |
| Applied Capital LLC | 0.68% | No change | 38,926 | $2.1M |
| Fifth Third Bancorp | 0.00% | Add +18.6% | 38,601 | $2.1M |
| Ritholtz Wealth Management | 0.03% | New | 38,348 | $2.1M |
| ARK & TLK Investments, LLC | 0.51% | Add +0.1% | 38,327 | $2.1M |
| Odyssey Capital Advisors, Inc. | 1.48% | Add +37.6% | 38,234 | $2.1M |
| Zacks Investment Management | 0.01% | Reduce -1.5% | 38,103 | $2.1M |
| Aurelius Family Office LLC | 0.81% | Reduce -4.9% | 37,893 | $2.0M |
| Seven Springs Wealth Group, LLC | 0.45% | No change | 37,585 | $2.0M |
| Arkadios Wealth Advisors | 0.03% | Reduce -10.2% | 37,334 | $2.0M |
| Aspirean Wealth, LLC | 1.87% | Add +6.7% | 37,308 | $2.0M |
| JFS Wealth Advisors, LLC | 0.10% | Add +1.9% | 36,131 | $2.0M |
| Diversified Portfolios, Inc. | 0.14% | Add +54.1% | 35,924 | $1.9M |
| American Investment Services, Inc. | 0.41% | No change | 35,620 | $1.9M |
| Ballentine Partners, LLC | 0.02% | No change | 35,020 | $1.9M |
| Global Trust Wealth Management LLC | 1.29% | Add +104.3% | 34,790 | $1.9M |
| Vantage Point Financial LLC | 0.57% | Add +5.1% | 34,690 | $1.9M |
| Washington Trust Advisors, Inc. | 0.14% | Add +1.1% | 34,667 | $1.9M |
| Focus Financial Network, Inc. | 0.06% | Add +4.0% | 34,512 | $1.9M |
| Curi Capital, LLC | 0.03% | Reduce -2.7% | 34,108 | $1.8M |
| CSS LLC | 0.25% | No change | 33,970 | $1.8M |
| BluePrint Investing LLC | 1.53% | Reduce -8.6% | 33,631 | $1.8M |
| Silver Oak Securities, Incorporated | 0.11% | Reduce -4.2% | 33,501 | $1.8M |
| HBE Wealth Management, LLC | 1.30% | No change | 33,401 | $1.8M |
| TFO Wealth Partners, LLC | 0.20% | Add +0.5% | 33,214 | $1.8M |
| Nuveen, LLC | 0.00% | New | 32,687 | $1.8M |
| Integras Partners LLC | 0.97% | Reduce -1.9% | 32,401 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Add +17.5% | 31,700 | $1.7M |
| Verus Wealth Management, LLC | 1.37% | Reduce -1.3% | 30,809 | $1.7M |
| Oath Planning, LLC | 1.23% | Add +8.7% | 30,785 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +3.5% | 30,769 | $1.7M |
| Heritage Wealth Management, Inc./Texas | 0.63% | Reduce -0.8% | 30,505 | $1.6M |
| Sei Investments Co. | 0.00% | Add +18.4% | 30,418 | $1.6M |
| Gotham Asset Management | 0.00% | No change | 30,008 | $1.6M |
| QRG Capital Management, Inc. | 0.01% | New | 29,940 | $1.6M |
| RB Capital Management, LLC | 0.33% | Add +19.3% | 29,763 | $1.6M |
| Beacon Financial Advisory LLC | 0.32% | Add +20.8% | 29,672 | $1.6M |
| Chicago Partners Investment Group LLC | 0.03% | Add +1.6% | 28,679 | $1.6M |
| Berger Financial Group, Inc | 0.08% | Add +5.8% | 29,516 | $1.6M |
| Geneos Wealth Management Inc. | 0.03% | Add +4.2% | 29,427 | $1.6M |
| Lutz Financial Services LLC | 0.10% | Reduce -0.2% | 29,015 | $1.6M |
| AlTi Global, Inc. | 0.03% | Add +100.0% | 29,000 | $1.6M |
| Optivise Advisory Services LLC | 0.79% | Add +31.9% | 28,807 | $1.6M |
| Dorsey & Whitney Trust CO LLC | 0.08% | Add +1.8% | 28,777 | $1.6M |
| Wedmont Private Capital | 0.04% | Reduce -7.4% | 28,039 | $1.6M |
| Powerhouse Assets LLC | 1.26% | Reduce -5.7% | 28,698 | $1.6M |
| Secure Asset Management, LLC | 0.22% | Reduce -1.0% | 28,629 | $1.5M |
| 25 LLC | 0.42% | Add +0.7% | 28,394 | $1.5M |
| Americana Partners, LLC | 0.03% | No change | 28,374 | $1.5M |
| ProCore Advisors, LLC | 1.89% | Add +3.4% | 28,179 | $1.5M |
| New Wave Wealth Advisors LLC | 0.41% | Add +119.1% | 27,809 | $1.5M |
| Broadhurst Jeffrey B | 3.19% | Reduce -44.8% | 27,717 | $1.5M |
| Riverchase Wealth Management, LLC | 0.69% | Add +4.0% | 27,467 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.1% | 27,285 | $1.5M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -1.8% | 27,245 | $1.5M |
| Advyzon Investment Management, LLC | 0.11% | Add +10.7% | 26,918 | $1.5M |
| McGrath & Associates, Inc. | 1.88% | Add +13.3% | 26,692 | $1.4M |
| XY Planning Network, Inc. | 0.18% | Add +39.1% | 26,346 | $1.4M |
| Stage Harbor Financial, LLC | 0.81% | Add +31.1% | 25,914 | $1.4M |
| Drive Wealth Management, LLC | 0.25% | Reduce -1.8% | 25,857 | $1.4M |
| Bridge Generations Wealth Management LLC | 0.71% | No change | 25,732 | $1.4M |
| Studio Investment Management LLC | 0.23% | Add +53.7% | 25,691 | $1.4M |
| Elmwood Wealth Management, Inc. | 0.35% | Reduce -0.3% | 25,585 | $1.4M |
| Clarity Capital Advisors, LLC | 0.57% | Add +1.2% | 25,391 | $1.4M |
| Arcadia Wealth Management, LLC | 0.43% | Reduce -13.4% | 25,346 | $1.4M |
| Watershed Private Wealth LLC | 0.38% | Reduce -2.6% | 25,076 | $1.4M |
| Sutton Place Investors LLC | 0.63% | Add +0.5% | 24,173 | $1.3M |
| Wealth Enhancement Trust Services, Inc. | 0.14% | Reduce -4.6% | 24,140 | $1.3M |
| Uptick Partners, LLC | 0.20% | Add +110.8% | 24,112 | $1.3M |
| HBW Advisory Services LLC | 0.12% | Add +5.1% | 24,089 | $1.3M |
| Mattern Capital Management, LLC | 0.15% | Add +57.3% | 24,079 | $1.3M |
| Foundation Wealth Management, LLC\PA | 0.39% | No change | 23,632 | $1.3M |
| Compass Capital Corp. /Ma/ | 0.41% | Reduce -0.2% | 21,749 | $1.3M |
| Archvest Wealth Advisors, Inc. | 0.71% | Add +0.2% | 22,874 | $1.2M |
| Ameritas Advisory Services, LLC | 0.03% | Add +3591.1% | 22,848 | $1.2M |
| Longview Financial Advisors LLC | 0.61% | No change | 22,729 | $1.2M |
| Synergy Asset Management, LLC | 0.12% | New | 22,665 | $1.2M |
| Integrity Alliance, Llc. | 0.04% | Add +167.3% | 22,547 | $1.2M |
| Mills Wealth Advisors LLC | 0.38% | Reduce -0.7% | 22,455 | $1.2M |
| E6 Portfolios, LLC | 0.97% | Add +10.3% | 22,454 | $1.2M |
| New Dimensions Wealth Management, LLC | 0.92% | Reduce -2.0% | 22,436 | $1.2M |
| Coston, McIsaac & Partners | 0.24% | Add +24.1% | 22,439 | $1.2M |
| Everest Financial Group LLC | 0.16% | Add +1.5% | 22,311 | $1.2M |
| Diversify Advisory Services, LLC | 0.02% | New | 21,344 | $1.2M |
| Diversify Wealth Management, LLC | 0.02% | Add +19.0% | 21,344 | $1.2M |
| Long Island Wealth Management, Inc. | 0.49% | Add +74.7% | 22,054 | $1.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | New | 22,000 | $1.2M |
| Midwest Trust Co | 0.01% | Add +41.1% | 21,856 | $1.2M |
| Approach Retirement Advisors, LLC | 0.85% | Reduce -1.4% | 21,625 | $1.2M |
| Callan Family Office, LLC | 0.02% | No change | 21,605 | $1.2M |
| US Bancorp \de | 0.00% | Reduce -2.1% | 21,571 | $1.2M |
| Hardin Capital Partners, LLC | 0.54% | Add +10.1% | 21,463 | $1.2M |
| Harbour Investments, Inc. | 0.02% | Add +1.9% | 21,284 | $1.1M |
| Eaton Financial Holdings Company, LLC | 0.32% | Add +1.4% | 21,236 | $1.1M |
| Cornerstone National Bank & Trust Co | 0.39% | Add +101.2% | 21,132 | $1.1M |
| Brand Asset Management Group, Inc. | 0.25% | Add +101.3% | 21,043 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.0% | 20,989 | $1.1M |
| GWN Securities Inc. | 0.19% | Add +9.8% | 20,908 | $1.1M |
| SJS Investment Consulting Inc. | 0.12% | Reduce -2.0% | 20,785 | $1.1M |
| MPWM Advisory Solutions, LLC | 0.51% | Add +0.4% | 20,668 | $1.1M |
| Bfsg, LLC | 0.10% | Add +19.4% | 20,580 | $1.1M |
| CogentBlue Wealth Advisors, LLC | 0.63% | Reduce -0.6% | 20,471 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +9.3% | 20,206 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +45.6% | 20,160 | $1.1M |
| Avant Financial Advisors LLC | 0.68% | No change | 20,080 | $1.1M |
| Mustard Seed Financial, LLC | 0.56% | Add +22.6% | 20,019 | $1.1M |
| Bragg Financial Advisors, Inc | 0.03% | New | 20,004 | $1.1M |
| Level Financial Advisors | 0.24% | Reduce -0.3% | 19,900 | $1.1M |
| Capital Investment Management, Inc. | 0.33% | Add +0.2% | 19,733 | $1.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +33.4% | 19,432 | $1.0M |
| Prosperity Planning, Inc. | 0.34% | Reduce -12.7% | 19,384 | $1.0M |
| Curio Wealth, LLC | 0.32% | Add +0.8% | 19,201 | $1.0M |
| IFG Advisors, LLC | 0.14% | No change | 19,152 | $1.0M |
| Capital Investment Advisory Services, LLC | 0.06% | Add +9.2% | 19,093 | $1.0M |
| Family Wealth Partners, LLC | 0.32% | Reduce -0.2% | 19,012 | $1.0M |
| Melfa Wealth Management, Inc. | 0.55% | Add +1.8% | 18,801 | $1.0M |
| NerdWallet Wealth Partners, LLC | 0.35% | New | 18,783 | $1.0M |
| Ellenbecker Investment Group | 0.12% | Reduce -3.6% | 18,747 | $1.0M |
| IFG Advisory, LLC | 0.04% | Add +9255.5% | 18,711 | $1.0M |
| Tenet Wealth Partners, LLC | 0.75% | — | 17,981 | $1.0M |
| Encompass Wealth Advisors, LLC | 0.31% | Reduce -10.2% | 18,680 | $1.0M |
| Tandem Financial, LLC | 0.32% | Add +4.1% | 18,403 | $994K |
| JT Stratford LLC | 0.11% | Add +1.0% | 18,296 | $988K |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -14.3% | 18,040 | $975K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +3.0% | 17,871 | $965K |
| BlackRock, Inc. | 0.00% | Add +861.4% | 17,843 | $964K |
| J. Derek Lewis & Associates Inc. | 0.18% | Add +1.6% | 17,767 | $960K |
| Versant Capital Management, Inc | 0.09% | Add +0.4% | 17,755 | $959K |
| Oder Investment Management, LLC | 0.64% | Add +45.7% | 17,680 | $955K |
| Acorn Wealth Advisors, LLC | 0.23% | Add +0.2% | 17,668 | $954K |
| Mullaney, Keating & Wright, Inc. | 0.46% | Add +0.9% | 17,482 | $944K |
| Abacus Wealth Partners, LLC | 0.10% | No change | 17,434 | $942K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 17,255 | $932K |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.6% | 17,199 | $929K |
| Interchange Capital Partners, LLC | 0.17% | Add +0.3% | 17,152 | $927K |
| Parsons Capital Management Inc. | 0.04% | Add +12.1% | 17,045 | $921K |
| Global Retirement Partners, LLC | 0.01% | — | 17,014 | $919K |
| Parallel Advisors, LLC | 0.01% | Reduce -4.6% | 16,936 | $915K |
| Wealthspan Partners, LLC | 0.28% | Reduce -3.9% | 16,551 | $894K |
| Balentine LLC | 0.03% | No change | 16,373 | $884K |
| Sunesis Advisors, LLC | 0.36% | No change | 16,314 | $881K |
| Dana Investment Advisors, Inc. | 0.02% | Add +39.1% | 16,138 | $872K |
| Kane Co Wealth Management, Inc. | 0.66% | Add +0.0% | 15,985 | $864K |
| MN Wealth Advisors, LLC | 0.37% | Reduce -4.0% | 15,946 | $861K |
| Modern Wealth Management, LLC | 0.01% | Add +1.7% | 15,911 | $860K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -0.5% | 15,816 | $854K |
| Iowa State Bank | 0.14% | No change | 15,812 | $854K |
| MB Generational Wealth, LLC | 0.41% | Reduce -0.6% | 15,522 | $838K |
| Madison Wealth Partners, Inc | 0.11% | New | 15,459 | $835K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 15,380 | $831K |
| Sovran Advisors, LLC | 0.06% | Add +7.3% | 14,577 | $819K |
| Lido Advisors, LLC | 0.00% | Add +1.5% | 14,870 | $803K |
| Tru Independence Asset Management 2, LLC | 0.43% | Reduce -25.0% | 14,802 | $800K |
| Coastal Bridge Advisors, LLC | 0.05% | Add +3.1% | 14,680 | $793K |
| Tranquility Partners, LLC | 0.27% | Add +16.1% | 14,620 | $790K |
| Ironwood Financial, llc | 0.12% | No change | 14,227 | $787K |
| Elser Financial Planning, Inc | 0.03% | No change | 14,325 | $774K |
| RAM Investment Partners, LLC | 0.12% | Add +1.4% | 14,226 | $768K |
| GTS Securities LLC | 0.02% | New | 14,109 | $762K |
| Owl Creek Wealth Partners LLC | 0.22% | Add +6.9% | 14,008 | $757K |
| Simplicity Wealth,LLC | 0.03% | Reduce -16.8% | 13,858 | $749K |
| Fort Point Capital Partners LLC | 0.08% | New | 13,767 | $744K |
| Goepper Burkhardt LLC | 0.22% | New | 13,742 | $742K |
| Keybank National Association | 0.00% | No change | 13,649 | $737K |
| Nwam LLC | 0.04% | Add +0.3% | 13,623 | $736K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.24% | No change | 13,076 | $735K |
| Navis Wealth Advisors, LLC | 0.28% | Reduce -66.9% | 13,573 | $733K |
| Compass Ion Advisors, LLC | 0.06% | Add +0.7% | 13,509 | $730K |
| Citizens Financial Group Inc. | 0.01% | Add +2.3% | 13,497 | $729K |
| RFG Advisory, LLC | 0.01% | Reduce -4.0% | 13,334 | $720K |
| Blume Capital Management, Inc. | 0.11% | No change | 13,200 | $713K |
| International Private Wealth Advisors LLC | 0.36% | Add +0.9% | 13,104 | $708K |
| Evergreen Capital Management LLC | 0.01% | Add +0.1% | 12,871 | $695K |
| Compass Advisory Group LLC | 0.16% | Add +28.9% | 12,772 | $690K |
| Santori & Peters, Inc. | 0.19% | Add +0.9% | 12,741 | $688K |
| CIBC Bancorp USA Inc. | 0.00% | Add +10.7% | 12,625 | $682K |
| Trailhead Planners LLC | 0.65% | No change | 12,404 | $670K |
| Oak Wealth Advisors LLC | 0.32% | Add +0.7% | 12,402 | $670K |
| M&T Bank Corp | 0.00% | Reduce -75.5% | 12,208 | $659K |
| Hanover Advisors Inc. | 0.24% | No change | 12,177 | $658K |
| Vantus Wealth LLC | 0.35% | — | 12,120 | $655K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +78.9% | 12,049 | $651K |
| Unison Advisors LLC | 0.05% | Add +1.3% | 12,047 | $651K |
| Orcam Financial Group | 0.31% | New | 11,820 | $639K |
| Heritage Investment Group, Inc. | 0.09% | Add +186.4% | 11,724 | $633K |
| Kathmere Capital Management, LLC | 0.03% | Reduce -0.7% | 11,722 | $633K |
| Waterfront Wealth Inc. | 0.10% | Add +0.1% | 11,398 | $632K |
| Ares Financial Consulting, LLC | 0.45% | Add +1.3% | 11,666 | $630K |
| James J. Burns & Company, LLC | 0.07% | Add +0.6% | 11,587 | $626K |
| Vision Capital Management, Inc. | 0.07% | No change | 11,513 | $622K |
| Pasadena Private Wealth, LLC | 0.08% | Add +1.2% | 11,483 | $620K |
| Roundview Capital LLC | 0.03% | No change | 11,288 | $610K |
| Archer Investment Management, LLC | 0.21% | Reduce -2.0% | 11,222 | $606K |
| Gemmer Asset Management LLC | 0.04% | Add +0.0% | 11,140 | $602K |
| Capital Investment Advisors, LLC | 0.01% | Add +2.4% | 11,090 | $599K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.2% | 11,009 | $595K |
| Quadcap Wealth Management, LLC | 0.06% | Reduce -6.0% | 10,991 | $594K |
| First Western Trust Bank | 0.03% | Reduce -2.5% | 10,876 | $588K |
| BOS Asset Management, LLC | 0.14% | Reduce -1.1% | 10,788 | $583K |
| WealthCollab, LLC | 0.21% | Add +0.6% | 10,754 | $581K |
| Meredith Wealth Planning | 0.14% | No change | 10,752 | $581K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Add +8.1% | 10,742 | $580K |
| Argent Trust Co | 0.02% | Add +9.8% | 10,698 | $578K |
| E-Wealth Partners, LLC | 0.42% | Reduce -8.2% | 10,674 | $577K |
| Institute for Wealth Management, LLC. | 0.05% | Reduce -0.3% | 10,571 | $571K |
| First Financial Group Corp | 0.41% | Add +3.2% | 10,433 | $564K |
| Range Advisory, LLC | 0.07% | Add +122.0% | 10,381 | $561K |
| Truepoint, Inc. | 0.01% | No change | 10,353 | $559K |
| HUB Investment Partners, LLC | 0.01% | New | 10,318 | $557K |
| Argyle Capital Partners, LLC | 0.35% | Add +36.7% | 10,194 | $551K |
| Lansing Street Advisors | 0.12% | New | 10,110 | $546K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +29.4% | 9,874 | $533K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -1.8% | 9,766 | $528K |
| Narus Financial Partners, LLC | 0.14% | Add +0.3% | 9,752 | $527K |
| Financial Symmetry Inc | 0.18% | Add +0.1% | 9,752 | $526K |
| Permanent Capital Management, LP | 0.07% | New | 9,670 | $522K |
| Beta Wealth Group, Inc. | 0.20% | No change | 9,657 | $522K |
| Alkeme Wealth, LLC | 0.20% | Add +1.5% | 9,591 | $518K |
| Passive Capital Management, LLC. | 0.16% | Reduce -0.2% | 10,272 | $513K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +2.3% | 9,397 | $508K |
| Old Mission Investment Co LLC | 0.11% | No change | 9,335 | $504K |
| K2 Financial Inc. | 0.36% | Reduce -12.5% | 9,089 | $504K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 9,315 | $503K |
| BBR Partners, LLC | 0.02% | New | 9,300 | $502K |
| Nicolet Bankshares Inc. | 0.02% | No change | 9,171 | $495K |
| One Charles Private Wealth Services, LLC | 0.11% | Reduce -6.5% | 9,157 | $495K |
| Golden Bell Financial Planning LLC | 0.36% | Add +0.1% | 9,137 | $494K |
| Five Oceans Advisors | 0.16% | Add +1.1% | 9,009 | $487K |
| GEM Asset Management, LLC | 0.19% | Add +3.6% | 8,906 | $481K |
| Resonant Capital Advisors, LLC | 0.02% | Add +0.1% | 8,856 | $478K |
| Financial Harvest, LLC | 0.20% | No change | 8,831 | $477K |
| Partners in Financial Planning | 0.07% | Add +1.0% | 8,819 | $476K |
| Bluesphere Advisors LLC | 0.15% | No change | 8,739 | $472K |
| Principal Securities, Inc. | 0.01% | Add +5.2% | 8,676 | $469K |
| Arsenal Capital Advisors LLC | 0.28% | New | 8,648 | $467K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.0% | 8,519 | $460K |
| Brighton Jones LLC | 0.01% | Add +2.2% | 8,373 | $452K |
| Silver Oak Advisory Group, Inc. | 0.18% | Reduce -9.8% | 8,381 | $452K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 8,358 | $452K |
| Stratos Investment Management, LLC | 0.02% | Reduce -5.5% | 8,320 | $449K |
| Staley Capital Advisers Inc. | 0.02% | No change | 8,302 | $448K |
| Samalin Investment Counsel, LLC | 0.14% | Add +0.4% | 8,292 | $448K |
| Westmount Partners, LLC | 0.10% | No change | 8,272 | $447K |
| Ponta Wealth Partners, LLC | 0.24% | No change | 8,167 | $441K |
| Painted Porch Advisors LLC | 0.19% | New | 8,108 | $438K |
| CRA Financial Services, LLC | 0.05% | No change | 8,082 | $437K |
| RHS Financial, LLC | 0.17% | New | 7,999 | $432K |
| Pekin Hardy Strauss, Inc. | 0.04% | Add +6.2% | 7,776 | $420K |
| Victory Financial Group, LLC | 0.04% | No change | 7,686 | $415K |
| Mayport, LLC | 0.06% | Add +1.0% | 7,681 | $415K |
| Able Wealth Management LLC | 0.09% | Reduce -52.0% | 7,551 | $408K |
| Baker Avenue Asset Management, LP | 0.01% | Add +1.5% | 7,508 | $406K |
| Huntleigh Advisors, Inc. | 0.06% | No change | 7,473 | $404K |
| Generations Wealth, LLC | 0.38% | Add +15.2% | 7,432 | $401K |
| Clayton Financial Group LLC | 0.22% | No change | 7,428 | $401K |
| Parkside Financial Bank & Trust | 0.03% | Reduce -5.5% | 7,372 | $398K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.08% | No change | 7,355 | $397K |
| Harvest Investment Services, LLC | 0.06% | No change | 7,305 | $395K |
| Ellis Investment Partners, LLC | 0.06% | Add +33.4% | 7,290 | $394K |
| RS Crum Inc. | 0.07% | No change | 7,272 | $393K |
| Nalls Sherbakoff Group, LLC | 0.28% | Add +2.5% | 7,222 | $390K |
| Altfest L J & Co. Inc. | 0.04% | Add +3.9% | 7,193 | $389K |
| Private Trust Co. NA | 0.03% | Add +10.4% | 7,161 | $387K |
| Epiq Partners, LLC | 0.17% | New | 7,152 | $386K |
| Goldstein Advisors, LLC | 0.04% | No change | 7,116 | $384K |
| Ridgewood Investments LLC | 0.14% | Add +0.8% | 7,021 | $379K |
| Professional Financial Solutions LLC | 0.29% | No change | 7,015 | $379K |
| Matisse Capital | 0.15% | No change | 7,000 | $378K |
| Flagstone Financial Management | 0.08% | Reduce -5.2% | 6,939 | $375K |
| Wolfstich Capital, LLC | 0.29% | New | 6,771 | $372K |
| Shufro Rose & Co. LLC | 0.02% | No change | 6,838 | $369K |
| Meramec Financial Planners, LLC | 0.13% | Add +1.5% | 6,513 | $366K |
| Seaside Wealth Management, Inc. | 0.09% | Add +1.4% | 6,697 | $362K |
| GDS Wealth Management | 0.02% | No change | 6,692 | $362K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 6,656 | $360K |
| Tassel Capital Management, Inc. | 0.17% | Reduce -0.7% | 6,595 | $356K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -3.1% | 6,591 | $356K |
| PFG Advisors | 0.02% | New | 6,582 | $356K |
| Daytona Street Capital LLC | 0.26% | No change | 6,328 | $351K |
| Family Manage LLC | 0.04% | Reduce -89.6% | 6,457 | $349K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | No change | 6,443 | $348K |
| Grant Street Asset Management, Inc. | 0.06% | Add +1.5% | 6,426 | $347K |
| Flavin Financial Services, Inc. | 0.20% | Reduce -2.7% | 6,377 | $344K |
| Bridgewater Advisors Inc. | 0.02% | No change | 5,987 | $343K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Add +0.6% | 6,248 | $338K |
| Greenleaf Trust | 0.00% | New | 6,234 | $337K |
| GAMMA Investing LLC | 0.01% | New | 6,206 | $335K |
| Renasant Bank | 0.21% | No change | 6,160 | $333K |
| Busey Bank | 0.01% | Reduce -14.7% | 6,101 | $330K |
| Facet Wealth, Inc. | 0.00% | Reduce -3.2% | 6,072 | $328K |
| Entrewealth, LLC | 0.12% | New | 5,639 | $325K |
| Meridian Investment Counsel Inc. | 0.07% | No change | 6,005 | $324K |
| Fiduciary Trust Co | 0.00% | No change | 5,924 | $320K |
| Caprock Group, LLC | 0.01% | Add +37.1% | 5,899 | $319K |
| Concord Wealth Partners | 0.04% | Add +1.0% | 5,875 | $317K |
| Atlas Private Wealth Advisors | 0.07% | Add +3.9% | 5,859 | $316K |
| Grandfield & Dodd, LLC | 0.02% | No change | 5,856 | $316K |
| Noble Family Wealth, LLC | 0.06% | No change | 5,842 | $316K |
| Intrua Financial, LLC | 0.03% | Reduce -1.2% | 5,720 | $309K |
| Quadrant Capital Group LLC | 0.01% | Add +61.3% | 5,699 | $308K |
| KDK Private Wealth Management, LLC | 0.25% | No change | 5,641 | $305K |
| Everhart Financial Group, Inc. | 0.02% | Add +20.8% | 5,586 | $302K |
| Two Sigma Securities, LLC | 0.03% | New | 5,571 | $301K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 5,540 | $299K |
| Fortis Capital Advisors, LLC | 0.03% | Add +39.8% | 5,504 | $297K |
| Belpointe Asset Management LLC | 0.01% | Add +39.8% | 5,504 | $297K |
| FinDec Wealth Services, Inc. | 0.35% | Reduce -0.8% | 5,432 | $293K |
| WNY Asset Management, LLC | 0.03% | Add +3.4% | 5,394 | $291K |
| Stirlingshire Investments, Inc. | 0.22% | Add +19.9% | 5,383 | $291K |
| Global Trust Asset Management, LLC | 0.09% | Reduce -3.4% | 5,378 | $291K |
| Cogent Private Wealth, Inc. | 0.18% | No change | 5,326 | $288K |
| Sowell Financial Services LLC | 0.01% | Reduce -15.3% | 5,254 | $284K |
| VestGen Advisors, LLC | 0.01% | No change | 5,252 | $284K |
| Castleview Partners, LLC | 0.12% | Add +3.6% | 5,210 | $281K |
| Atria Investments, Inc | 0.00% | Reduce -37.0% | 5,158 | $279K |
| Avion Wealth | 0.05% | No change | 5,140 | $277K |
| Granite Bay Wealth Management, LLC | 0.03% | No change | 5,073 | $274K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 5,067 | $274K |
| DBK Financial Counsel, LLC | 0.23% | No change | 5,045 | $273K |
| Intentional Wealth Strategies, LLC | 0.25% | No change | 4,986 | $269K |
| Csenge Advisory Group | 0.01% | New | 4,985 | $269K |
| Jacobi Capital Management LLC | 0.01% | Add +0.8% | 4,971 | $269K |
| Orion Capital Management LLC | 0.08% | No change | 4,928 | $266K |
| Stonebridge Financial Group, LLC | 0.04% | — | 4,924 | $265K |
| Leading Edge Financial Planning LLC | 0.05% | No change | 4,886 | $264K |
| Richards, Merrill & Peterson, Inc. | 0.08% | No change | 4,859 | $262K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Reduce -15.0% | 4,856 | $262K |
| Coldstream Capital Management Inc. | 0.00% | No change | 4,838 | $261K |
| Empower Advisory Group, LLC | 0.00% | Add +1.3% | 4,820 | $260K |
| CWS Financial Advisors, LLC | 0.06% | Reduce -5.9% | 4,768 | $258K |
| Liberty Capital Management, Inc. | 0.04% | — | 4,731 | $256K |
| Triad Wealth Partners, LLC | 0.02% | Reduce -16.3% | 4,438 | $254K |
| Bell Bank | 0.01% | No change | 4,646 | $251K |
| Private Management Group Inc. | 0.01% | Reduce -20.1% | 4,628 | $250K |
| West Financial Advisors, LLC | 0.04% | Add +591.7% | 4,607 | $249K |
| Angeles Wealth Management, LLC | 0.01% | Add +91.1% | 4,594 | $248K |
| Whitener Capital Management, Inc. | 0.05% | Add +10.8% | 4,580 | $247K |
| Huntington National Bank | 0.00% | Reduce -3.2% | 4,576 | $247K |
| Exit Wealth Advisors, LLC. | 0.11% | Add +1.5% | 4,566 | $247K |
| Citrine Capital LLC | 0.09% | No change | 4,548 | $246K |
| Clarity Wealth Development LLC | 0.14% | No change | 4,507 | $243K |
| Delos Wealth Advisors, LLC | 0.12% | No change | 4,481 | $242K |
| Roble, Belko & Company, Inc | 0.03% | No change | 4,489 | $242K |
| Assetmark, Inc. | 0.00% | Add +54.6% | 4,479 | $242K |
| Foundry Financial LLC | 0.08% | Add +0.3% | 4,455 | $241K |
| Towneley Capital Management, Inc / DE | 0.05% | Add +1.5% | 4,440 | $240K |
| Websterrogers Financial Advisors, LLC | 0.06% | Add +0.1% | 4,437 | $240K |
| Franklin Resources Inc. | 0.00% | Add +32.9% | 4,420 | $239K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -9.0% | 4,398 | $238K |
| Canal Capital Management, LLC | 0.03% | Reduce -1.9% | 4,393 | $237K |
| Cooke Wealth Management, LLC | 0.19% | No change | 4,375 | $236K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 4,363 | $236K |
| Level Wealth Management LLC | 0.09% | Add +1.5% | 4,338 | $234K |
| Summit Wealth Group, LLC | 0.05% | Reduce -3.2% | 4,329 | $234K |
| Heron Bay Capital Management | 0.02% | Add +3.0% | 4,315 | $233K |
| Tufton Capital Management | 0.04% | New | 4,290 | $231K |
| Signaturefd, LLC | 0.00% | Add +0.2% | 4,273 | $231K |
| 180 Wealth Advisors, LLC | 0.02% | Add +1.1% | 4,252 | $230K |
| Aspire Growth Partners LLC | 0.13% | New | 4,217 | $228K |
| Aprio Wealth Management, LLC | 0.01% | Reduce -51.1% | 4,185 | $226K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +1.5% | 4,182 | $226K |
| Independent Financial Group, LLC | 0.00% | New | 4,174 | $225K |
| Rinkey Investments | 0.05% | No change | 4,147 | $224K |
| Kinloch Capital, LLC | 0.08% | No change | 4,138 | $224K |
| Caldwell Trust Co | 0.02% | Reduce -19.4% | 4,134 | $223K |
| CGN Advisors LLC | 0.02% | Add +0.6% | 4,133 | $223K |
| Winebrenner Capital Management LLC | 0.13% | Add +3.3% | 4,102 | $222K |
| 3 Factor Indexing, LLC | 0.19% | No change | 4,083 | $221K |
| Marino, Stram & Associates LLC | 0.03% | No change | 4,047 | $219K |
| Naples Global Advisors, LLC | 0.01% | Reduce -2.3% | 4,034 | $218K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +0.3% | 3,971 | $215K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -25.0% | 3,965 | $214K |
| Accurate Wealth Management, LLC | 0.02% | New | 3,793 | $210K |
| Kovack Advisors, Inc. | 0.01% | New | 3,883 | $210K |
| Orgel Wealth Management, LLC | 0.00% | New | 3,868 | $209K |
| Corsicana & Co. | 0.10% | New | 3,825 | $207K |
| Brio Consultants, LLC | 0.02% | No change | 3,820 | $206K |
| Life Planning Partners, Inc | 0.15% | No change | 3,811 | $206K |
| Vawter Financial, Ltd. | 0.08% | No change | 3,800 | $205K |
| Allegheny Financial Group | 0.02% | New | 3,792 | $205K |
| MBL Wealth, LLC | 0.01% | New | 3,790 | $205K |
| Fortis Advisors, LLC | 0.10% | New | 3,770 | $204K |
| Allied Investment Advisors, LLC | 0.03% | New | 3,752 | $203K |
| Invst, LLC | 0.02% | Reduce -98.8% | 3,738 | $202K |
| Apollon Wealth Management, LLC | 0.00% | New | 3,709 | $200K |
| Clearstead Advisors, LLC | 0.00% | Reduce -28.9% | 3,543 | $191K |
| C M Bidwell & Associates Ltd. | 0.07% | Add +26.2% | 3,353 | $181K |
| City Holding Co. | 0.02% | New | 3,300 | $178K |
| True Wealth Design, LLC | 0.04% | Add +0.4% | 3,016 | $163K |
| CENTRAL TRUST Co | 0.00% | Add +182.9% | 2,987 | $161K |
| Fiduciary Financial Advisors | 0.02% | New | 2,941 | $159K |
| Sittner & Nelson, LLC | 0.05% | No change | 2,760 | $149K |
| TFC Financial Management, Inc. | 0.02% | Add +1.5% | 2,666 | $144K |
| Russell Investments Group, Ltd. | 0.00% | Add +29.7% | 2,584 | $140K |
| BankChampaign, National Association | 0.10% | No change | 2,451 | $132K |
| Dogwood Wealth Management LLC | 0.05% | Add +1.5% | 2,366 | $128K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -32.3% | 2,248 | $121K |
| Investment Research & Advisory Group, Inc. | 0.04% | Add +39.6% | 2,234 | $121K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,224 | $120K |
| Bessemer Group Inc. | 0.00% | Add +1009.0% | 2,218 | $120K |
| Operose Advisors LLC | 0.02% | Reduce -10.3% | 2,009 | $109K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,963 | $106K |
| Pacific Center for Financial Services | 0.02% | No change | 1,916 | $104K |
| Retirement Wealth Solutions LLC | 0.06% | No change | 1,849 | $100K |
| Hickory Point Bank & Trust | 0.06% | No change | 1,792 | $97K |
| Rialto Wealth Management, LLC | 0.02% | No change | 1,737 | $94K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -24.2% | 1,653 | $89K |
| DecisionPoint Financial, LLC | 0.02% | Add +1.5% | 1,650 | $89K |
| Godfrey Financial Associates, Inc. | 0.06% | No change | 1,496 | $81K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 1,469 | $79K |
| Register Financial Advisors LLC | 0.02% | New | 1,455 | $79K |
| SYM FINANCIAL Corp | 0.01% | No change | 1,444 | $78K |
| Forum Finance Group S.A. | 0.03% | No change | 1,795 | $78K |
| TD Waterhouse Canada Inc. | 0.00% | New | 1,481 | $78K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,423 | $77K |
| Bokf, NA | 0.00% | No change | 1,406 | $76K |
| JNBA Financial Advisors | 0.01% | Add +10.7% | 1,388 | $75K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +21.0% | 1,379 | $74K |
| Paladin Advisory Group, LLC | 0.05% | No change | 1,335 | $72K |
| Hantz Financial Services, Inc. | 0.00% | Add +250.0% | 1,288 | $70K |
| Simplex Trading, LLC | 0.00% | Add +6.2% | 1,290 | $70K |
| First Community Trust NA | 0.03% | No change | 1,287 | $70K |
| Cape Investment Advisory, Inc. | 0.02% | New | 1,266 | $68K |
| Measured Wealth Private Client Group, LLC | 0.02% | Reduce -35.1% | 1,236 | $67K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,230 | $66K |
| FWL Investment Management, LLC | 0.01% | Add +19.6% | 1,204 | $65K |
| Dunhill Financial, LLC | 0.01% | Reduce -1.6% | 1,197 | $65K |
| American Capital Advisory, LLC | 0.02% | Reduce -23.2% | 1,124 | $61K |
| LifeSteps Financial, Inc. | 0.03% | New | 1,116 | $60K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,050 | $57K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 1,045 | $56K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.5% | 1,017 | $55K |
| Arlington Trust Co LLC | 0.00% | No change | 1,010 | $55K |
| Bogart Wealth, LLC | 0.00% | Add +0.8% | 1,002 | $54K |
| Gables Capital Management Inc. | 0.02% | No change | 1,000 | $54K |
| Colonial Trust Advisors | 0.00% | New | 995 | $54K |
| Flagship Wealth Advisors, LLC | 0.01% | New | 994 | $54K |
| Prosperity Bancshares Inc | 0.03% | No change | 942 | $51K |
| CX Institutional | 0.00% | Reduce -37.6% | 903 | $49K |
| Private Wealth Management Group, LLC | 0.01% | No change | 904 | $49K |
| Prudent Man Investment Management, Inc. | 0.02% | No change | 970 | $48K |
| Vanguard Advisers Inc. | 0.00% | Add +36.5% | 853 | $46K |
| Atlatl Advisers LLC | 0.01% | New | 748 | $40K |
| Redwood Park Advisors LLC | 0.03% | Add +1.6% | 717 | $39K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +397.2% | 701 | $38K |
| Cornerstone Planning Group LLC | 0.00% | Add +38.2% | 655 | $37K |
| Ancora Advisors LLC | 0.00% | No change | 615 | $33K |
| Montgomery Financial Services LLC | 0.03% | — | 607 | $33K |
| Key Financial Inc | 0.01% | No change | 576 | $31K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 560 | $30K |
| Chilton Capital Management LLC | 0.00% | No change | 551 | $30K |
| Barrett & Company, Inc. | 0.01% | No change | 549 | $30K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 533 | $29K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | No change | 532 | $29K |
| Transce3nd, LLC | 0.25% | No change | 512 | $28K |
| Glassman Wealth Services | 0.00% | Add +199.4% | 500 | $27K |
| Horizon Financial Services, LLC | 0.01% | No change | 491 | $27K |
| Abound Wealth Management | 0.01% | Add +1.5% | 462 | $25K |
| Catherine Avery Investment Management LLC | 0.01% | New | 436 | $24K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 398 | $22K |
| Anchor Investment Management, LLC | 0.00% | Add +1.5% | 407 | $22K |
| Creative Financial Designs Inc. | 0.00% | New | 400 | $22K |
| Providence Capital Advisors, LLC | 0.00% | No change | 374 | $20K |
| Oakworth Capital, Inc. | 0.00% | New | 374 | $20K |
| Hollencrest Capital Management | 0.00% | No change | 348 | $19K |
| Chapman Financial Group, LLC | 0.01% | No change | 330 | $18K |
| Howe & Rusling Inc. | 0.00% | No change | 313 | $17K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 303 | $16K |
| Fairway Wealth LLC | 0.00% | New | 263 | $14K |
| Trust Co. of Toledo NA | 0.00% | No change | 256 | $14K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +9.5% | 254 | $14K |
| Timmons Wealth Management, LLC | 0.01% | Reduce -1.3% | 232 | $13K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +1.8% | 225 | $12K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 223 | $12K |
| Hara Capital LLC | 0.01% | No change | 200 | $11K |
| Trust Co. of Vermont | 0.00% | — | 196 | $11K |
| Godsey & Gibb, Inc. | 0.00% | No change | 181 | $10K |
| Cambient Family Office, LLC | 0.00% | New | 176 | $10K |
| American National Bank & Trust | 0.00% | No change | 175 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | Add +1.8% | 170 | $9K |
| AdvisorNet Financial, Inc | 0.00% | No change | 165 | $9K |
| Highline Wealth Partners LLC | 0.00% | No change | 165 | $9K |
| Breakwater Investment Management | 0.00% | No change | 145 | $8K |
| Rothschild Investment LLC | 0.00% | No change | 140 | $8K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 129 | $7K |
| Buck Wealth Strategies, LLC | 0.00% | New | 117 | $6K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 110 | $6K |
| Truvestments Capital LLC | 0.00% | Add +1.0% | 104 | $6K |
| Guardian Partners Inc. | 0.00% | New | 100 | $5K |
| Merrithew & Thorsten Inc | 0.00% | Add +2.1% | 95 | $5K |
| Millstone Evans Group, LLC | 0.00% | Add +6.0% | 89 | $5K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 77 | $4K |
| Strive Financial Group ,LLC | 0.00% | No change | 63 | $3K |
| Montag A & Associates Inc. | 0.00% | New | 47 | $3K |
| Glenmede Trust Co. NA | 0.00% | New | 46 | $2K |
| Synergy Investment Management, LLC | 0.00% | No change | 38 | $2K |
| Trust Co | 0.00% | New | 35 | $2K |
| Golden State Wealth Management, LLC | 0.00% | New | 30 | $2K |
| Archer Investment Corp | 0.00% | Reduce -83.0% | 26 | $1K |
| NorthAvenue LLC | 0.00% | New | 25 | $1K |
| SWAN Capital LLC | 0.00% | New | 19 | $1K |
| NFSG Corp | 0.00% | New | 18 | $972 |
| Birchwood Financial Partners, Inc. | 0.00% | New | 15 | $810 |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 11 | $594 |
| Manning & Napier Advisors LLC | 0.00% | No change | 9 | $486 |
| Citizens National Bank Trust Department | 0.00% | No change | 8 | $432 |
| WPG Advisers, LLC | 0.00% | No change | 6 | $324 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 5 | $270 |
| Citigroup Inc. | 0.00% | New | 1 | $54 |
"% of holder's portfolio" is DFIV's weight in each manager's 13F, not the share of Dimensional International Va the manager owns.