Dimensional US Eq MKT ETFDFUSETF
13F holders, Q3 2025 (September 30)763holders +22
46new positions
18sold out
2famous investors
$72.44avg. 13F price*
At the end of Q3 2025, 763 institutions reported holding Dimensional US Eq MKT ETF (DFUS) in their 13F filings, up 22 from Q2 2025. 46 opened new positions and 18 sold out. The largest holders were Prudential Financial Inc. ($3.7B), Focus Partners Wealth ($667.6M) and Maseco LLP ($546.0M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional US Eq MKT ETF
- CUSIP
- 25434V401
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $140.3M |
| Exits | 18 | $25.8M |
All 13F filers, Q2 2025 → Q3 2025: 13,884,606 shares bought and 6,724,027 shares sold, net +7,160,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 763 holders
| Prudential Financial Inc. | 4.36% | Add +12.3% | 50,641,546 | $3.7B |
| Focus Partners Wealth | 1.08% | Add +13.8% | 9,198,125 | $667.6M |
| Maseco LLP | 26.46% | Reduce -4.5% | 7,537,298 | $546.0M |
| Index Fund Advisors, Inc. | 17.55% | Reduce -1.2% | 4,992,856 | $361.7M |
| Plancorp, LLC | 10.39% | Reduce -0.5% | 4,572,240 | $331.2M |
| Root Financial Partners, LLC | 20.36% | Add +47.4% | 4,561,445 | $330.4M |
| Sax Wealth Advisors, LLC | 13.89% | Add +4.1% | 3,566,773 | $258.4M |
| LPL Financial LLC | 0.08% | Reduce -2.0% | 3,553,575 | $257.4M |
| Creative Planning | 0.19% | Reduce -2.1% | 3,457,489 | $250.5M |
| TCI Wealth Advisors, Inc. | 12.76% | Add +8.1% | 2,952,158 | $213.9M |
| Great Waters Wealth Management | 21.37% | Add +4.5% | 2,496,996 | $180.9M |
| Mercer Global Advisors Inc. | 0.30% | Reduce -2.2% | 2,462,353 | $178.4M |
| Zhang Financial LLC | 7.07% | Add +0.3% | 2,403,369 | $174.1M |
| Mariner, LLC | 0.22% | Add +18.9% | 2,362,710 | $171.2M |
| G2 Capital Management, LLC / Oh | 41.33% | Add +3.8% | 2,260,615 | $163.8M |
| Focus Partners Advisor Solutions, LLC | 1.62% | Reduce -3.2% | 1,958,115 | $142.5M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Reduce -2.2% | 1,598,482 | $116.3M |
| Intelligence Driven Advisers, LLC | 15.56% | Add +1.1% | 1,549,607 | $112.3M |
| Flagstone Financial Management | 28.58% | Add +1.9% | 1,495,008 | $108.3M |
| Raymond James Financial Inc. | 0.03% | Add +3.7% | 1,484,557 | $107.5M |
| Sequoia Financial Advisors, LLC | 0.62% | Reduce -1.8% | 1,410,942 | $102.2M |
| JFS Wealth Advisors, LLC | 5.95% | Reduce -0.5% | 1,404,306 | $101.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -65.9% | 1,354,395 | $98.1M |
| Vise Technologies, Inc. | 3.62% | New | 1,343,917 | $97.4M |
| Royal Bank of Canada | 0.02% | Add +2.4% | 1,331,085 | $96.4M |
| Commonwealth Equity Services, LLC | 0.12% | Add +3.8% | 1,273,415 | $92.2M |
| Forum Financial Management, LP | 1.20% | Reduce -0.6% | 1,212,084 | $87.8M |
| Modera Wealth Management, LLC | 1.00% | Reduce -1.5% | 1,188,307 | $86.1M |
| Bank of America Corp. | 0.01% | Add +8.9% | 1,186,981 | $86.0M |
| DiNuzzo Private Wealth, Inc. | 9.74% | Reduce -0.1% | 1,223,673 | $85.9M |
| Apella Capital, LLC | 1.86% | Reduce -1.3% | 1,162,120 | $83.5M |
| Chicago Partners Investment Group LLC | 2.13% | Add +0.7% | 1,089,188 | $81.3M |
| Colony Family Offices, LLC | 20.30% | Add +5.1% | 1,082,152 | $78.4M |
| Foster Group, Inc. | 2.26% | Reduce -2.1% | 992,549 | $71.9M |
| Austin Asset Management Co Inc | 13.19% | Reduce -3.0% | 956,364 | $69.3M |
| Savant Capital, LLC | 0.42% | Add +3.4% | 946,977 | $68.6M |
| Choreo, LLC | 0.89% | Reduce -6.3% | 946,289 | $68.5M |
| PBMares Wealth Management LLC | 10.86% | Add +1.4% | 924,690 | $67.0M |
| Evanson Asset Management, LLC | 3.75% | Reduce -3.0% | 917,920 | $66.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.7% | 897,094 | $65.0M |
| Heritage Wealth Management, Inc./Texas | 28.60% | Add +1.4% | 895,466 | $64.9M |
| OLIO Financial Planning | 17.53% | Add +1.8% | 824,792 | $59.7M |
| Willow Creek Wealth Management Inc. | 4.89% | Add +2.9% | 819,697 | $59.4M |
| 1900 Wealth Management LLC | 3.76% | Reduce -0.1% | 765,610 | $55.5M |
| Everest Private Wealth | 34.95% | Add +0.9% | 756,729 | $54.8M |
| Quadcap Wealth Management, LLC | 6.42% | Reduce -10.4% | 750,838 | $54.4M |
| Wealth Management Nebraska | 6.45% | Add +3.5% | 746,543 | $54.1M |
| Aspen Wealth Management LLC | 11.71% | Add +4.6% | 727,740 | $52.7M |
| RS Crum Inc. | 11.66% | Add +0.4% | 724,355 | $52.5M |
| Truist Financial Corp. | 0.07% | Reduce -0.5% | 709,268 | $51.4M |
| Corient Private Wealth LP | 0.08% | Reduce -58.7% | 712,187 | $51.1M |
| Asset Dedication, LLC | 3.40% | Add +4.1% | 698,108 | $50.6M |
| McLean Asset Management Corp | 9.94% | Reduce -2.3% | 660,178 | $48.3M |
| Vermillion Wealth Management, Inc. | 12.89% | Add +0.8% | 649,787 | $47.1M |
| Assetmark, Inc. | 0.10% | Reduce -8.3% | 638,226 | $46.2M |
| Dynamic Advisor Solutions LLC | 1.34% | Reduce -0.3% | 635,187 | $46.0M |
| Crown Wealth Group, LLC | 13.61% | Add +7.5% | 625,230 | $45.3M |
| Freedom Investment Management, Inc. | 11.97% | Reduce -6.1% | 625,142 | $45.3M |
| Kestra Advisory Services, LLC | 0.20% | Reduce -0.7% | 597,209 | $43.3M |
| Hurlow Wealth Management Group, Inc. | 11.06% | Add +16.0% | 589,748 | $42.7M |
| Equitable Holdings, Inc. | 0.31% | Add +4.7% | 573,382 | $41.5M |
| Cerity Partners LLC | 0.06% | Reduce -4.2% | 550,430 | $39.9M |
| KM Capital Management Ltd. | 18.35% | Reduce -3.5% | 547,979 | $39.7M |
| Farther Finance Advisors, LLC | 0.60% | Add +74.0% | 544,708 | $39.5M |
| HighTower Advisors, LLC | 0.04% | Add +6.9% | 532,989 | $38.6M |
| Pine Harbor Wealth Management, LLC | 12.14% | Add +0.7% | 522,577 | $37.9M |
| Mason & Associates Inc | 7.55% | Add +1.2% | 517,456 | $37.5M |
| Disciplined Equity Management, Inc. | 20.21% | Add +2.6% | 512,679 | $37.1M |
| Heritage Investment Group, Inc. | 5.86% | Reduce -0.0% | 504,861 | $36.6M |
| Parkwoods Wealth Partners, LLC | 12.26% | Add +26.6% | 495,909 | $35.9M |
| Graver Capital Management, LLC | 29.79% | Reduce -2.1% | 487,953 | $35.3M |
| Wealthstream Advisors, Inc. | 5.32% | Reduce -2.5% | 485,558 | $35.2M |
| Beacon Pointe Advisors, LLC | 0.30% | Add +36.6% | 483,862 | $35.1M |
| ARK & TLK Investments, LLC | 10.64% | Reduce -4.1% | 462,985 | $33.5M |
| TCP Asset Management, LLC | 5.90% | Add +2.0% | 456,651 | $33.1M |
| Cetera Investment Advisers | 0.04% | Add +26.1% | 449,285 | $32.5M |
| Retirement Solution LLC | 7.72% | Reduce -0.4% | 447,083 | $32.4M |
| MML Investors Services, LLC | 0.09% | Add +0.1% | 439,638 | $31.8M |
| AG Asset Advisory, LLC | 26.34% | Reduce -2.7% | 438,288 | $31.7M |
| Jackson Thornton Wealth Management, LLC | 3.21% | Add +0.1% | 432,529 | $31.7M |
| Dixon Fnancial Services, Inc. | 14.33% | Reduce -1.7% | 434,397 | $31.5M |
| SouthState Bank Corp | 1.45% | Reduce -52.2% | 433,842 | $31.4M |
| SC&H Financial Advisors, Inc. | 5.09% | Add +4.5% | 430,716 | $31.2M |
| Timonier Family Office, LTD. | 9.54% | Add +3.4% | 402,075 | $29.1M |
| Premier Financial Group | 7.28% | Add +0.3% | 377,800 | $27.2M |
| Investmark Advisory Group LLC | 11.26% | Add +58.9% | 358,453 | $26.0M |
| Morgan Stanley | 0.00% | Reduce -5.0% | 348,466 | $25.2M |
| Cardiff Park Advisors, LLC | 1.91% | Reduce -0.9% | 343,829 | $24.9M |
| Sterling Wealth Advisors Inc | 14.64% | Add +2.0% | 317,749 | $22.9M |
| Allodium Investment Consultants, LLC | 12.81% | Add +0.4% | 313,314 | $22.7M |
| Osaic Holdings, Inc. | 0.03% | Add +4.3% | 311,641 | $22.2M |
| Strategic Investment Solutions, Inc. | 5.82% | Reduce -2.2% | 303,519 | $22.0M |
| CarsonAllaria Wealth Management, Ltd. | 10.92% | Add +0.7% | 290,003 | $21.0M |
| Keb Asset Management, LLC | 4.68% | Add +0.8% | 288,133 | $20.9M |
| Royal Harbor Partners, LLC | 7.04% | Add +24.8% | 286,493 | $20.8M |
| Meritas Wealth Management, LLC | 10.20% | Add +2.6% | 284,403 | $20.6M |
| Security Financial Services, INC. | 3.28% | Reduce -1.2% | 280,418 | $20.3M |
| Ruedi Wealth Management, Inc. | 5.59% | Reduce -1.7% | 275,547 | $20.0M |
| McMill Wealth Management | 5.67% | Add +0.6% | 274,518 | $19.9M |
| Babb Wealth Advisors LLC | 12.71% | Add +3.9% | 269,931 | $19.6M |
| Pillar Financial Advisors, LLC | 12.18% | Add +2.1% | 267,759 | $19.4M |
| Warwick Investment Management, Inc. | 3.21% | Reduce -13.8% | 255,026 | $18.5M |
| Bernardo Wealth Planning LLC | 3.59% | Add +4.2% | 253,126 | $18.3M |
| Spire Wealth Management | 0.61% | Reduce -1.0% | 246,449 | $17.9M |
| Trinity Financial Advisors LLC | 5.14% | Add +4.0% | 245,830 | $17.8M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +4.0% | 243,321 | $17.6M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +16.1% | 236,355 | $17.1M |
| Larson Financial Group LLC | 0.58% | Reduce -1.8% | 229,578 | $16.6M |
| UBS Group AG | 0.00% | Reduce -4.1% | 228,902 | $16.6M |
| Legacy Financial Group, Inc. | 4.46% | Add +4.0% | 224,543 | $16.3M |
| Mendota Financial Group, LLC | 12.05% | Add +7.0% | 222,769 | $16.1M |
| OneDigital Investment Advisors LLC | 0.17% | Add +52.3% | 222,136 | $16.1M |
| American Capital Advisory, LLC | 7.29% | Add +2.9% | 216,874 | $15.7M |
| Claris Advisors, LLC / Mo / | 5.35% | No change | 229,443 | $15.4M |
| Tassel Capital Management, Inc. | 9.79% | Add +4.9% | 211,172 | $15.3M |
| GEM Asset Management, LLC | 7.06% | Reduce -0.7% | 204,728 | $14.9M |
| Capstone Wealth Management, LLC | 11.06% | Add +16.6% | 198,407 | $14.4M |
| PFG Advisors | 0.58% | Add +12.6% | 196,905 | $14.3M |
| Cypress Point Wealth Management, LLC | 2.81% | Add +16.6% | 191,807 | $13.9M |
| HB Wealth Management, LLC | 0.09% | Add +0.1% | 189,951 | $13.8M |
| Private Wealth Management Group, LLC | 3.69% | Reduce -0.8% | 185,176 | $13.4M |
| KPP Advisory Services LLC | 1.99% | Add +5.5% | 185,002 | $13.4M |
| Earned Wealth Advisors, LLC | 2.20% | Add +1.6% | 184,752 | $13.4M |
| Aptus Capital Advisors, LLC | 0.12% | Add +1.6% | 184,233 | $13.3M |
| Wealthspire Advisors, LLC | 0.07% | Add +1.5% | 184,108 | $13.3M |
| Stifel Financial Corp. | 0.01% | Add +6.0% | 184,094 | $13.3M |
| Betterment LLC | 0.03% | Add +14.9% | 182,929 | $13.3M |
| Alpha Financial Advisors, LLC | 4.54% | Reduce -0.8% | 178,170 | $12.9M |
| Northwest Wealth Management, LLC | 2.12% | Reduce -5.2% | 177,918 | $12.9M |
| Investment Advisory Group, LLC | 3.48% | Add +9.9% | 176,461 | $12.8M |
| Awm Capital, LLC | 1.14% | Reduce -0.6% | 173,858 | $12.6M |
| Sutton Place Investors LLC | 7.01% | Reduce -0.3% | 169,624 | $12.3M |
| Allworth Financial LP | 0.05% | Reduce -1.5% | 168,858 | $12.2M |
| Certified Advisory Corp | 1.15% | Add +56.1% | 167,051 | $12.1M |
| Quantinno Capital Management LP | 0.03% | Add +13.3% | 162,124 | $11.7M |
| AQR Capital Management | 0.01% | Add +100.0% | 159,312 | $11.5M |
| Concord Wealth Partners | 1.58% | Add +6.4% | 158,398 | $11.5M |
| Physician Wealth Solutions Inc. | 4.99% | Reduce -1.1% | 157,689 | $11.4M |
| Captrust Financial Advisors | 0.02% | Reduce -10.1% | 157,584 | $11.4M |
| Envision Financial Planning, LLC | 4.83% | Add +1.1% | 157,296 | $11.4M |
| Rehmann Capital Advisory Group | 0.62% | Reduce -0.5% | 156,777 | $11.4M |
| Hughes Financial Services, LLC | 1.78% | Reduce -1.7% | 151,428 | $11.2M |
| Cornerstone Financial Group, LLC | 8.51% | Reduce -0.5% | 151,690 | $11.0M |
| Cedar Point Capital Partners, LLC | 7.15% | Add +0.5% | 150,534 | $10.9M |
| American Investment Services, Inc. | 2.59% | Reduce -4.5% | 148,791 | $10.8M |
| Rf&l Wealth Management, LLC | 6.22% | Reduce -0.3% | 146,368 | $10.6M |
| Fund Evaluation Group, LLC | 0.38% | Reduce 0.0% | 145,367 | $10.5M |
| Jones Financial Companies LLLP | 0.01% | Add +94.9% | 145,014 | $10.4M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -2.6% | 142,711 | $10.3M |
| Private Advisor Group, LLC | 0.05% | Reduce -5.0% | 142,483 | $10.3M |
| Tillman Hartley LLC | 2.65% | Reduce -5.9% | 141,477 | $10.2M |
| Sowell Financial Services LLC | 0.39% | Add +3.0% | 139,974 | $10.1M |
| Main Street Financial Solutions, LLC | 0.65% | Reduce -2.5% | 139,934 | $10.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.58% | Reduce -1.8% | 138,967 | $10.1M |
| Binnacle Investments Inc | 5.78% | Add +2.2% | 135,491 | $9.8M |
| Baker Tilly Wealth Management, LLC | 2.14% | New | 130,666 | $9.5M |
| Seneschal Advisors, LLC | 6.70% | Add +1.2% | 127,398 | $9.2M |
| Atlantic Union Bankshares Corp | 0.17% | Add +1.1% | 125,755 | $9.1M |
| Robertson Stephens Wealth Management, LLC | 0.27% | Reduce -0.6% | 123,434 | $8.9M |
| VSM Wealth Advisory, LLC | 2.68% | Add +8368.6% | 118,814 | $8.6M |
| CPA Asset Management Group, LLC | 3.30% | Add +7.3% | 118,205 | $8.6M |
| Edge Financial Advisors LLC | 3.72% | Add +2.7% | 114,754 | $8.3M |
| BostonPremier Wealth LLC | 4.10% | Add +4.2% | 113,932 | $8.3M |
| JDH Wealth Management, LLC | 5.83% | Reduce -2.5% | 113,437 | $8.2M |
| Financial Connections Group, Inc. | 3.19% | Add +0.7% | 113,025 | $8.2M |
| FMB Wealth Management | 3.44% | Add +0.8% | 112,189 | $8.1M |
| Altiora Financial Group, LLC | 1.48% | No change | 111,570 | $8.1M |
| SeaBridge Investment Advisors LLC | 1.30% | Reduce -1.1% | 110,777 | $8.0M |
| NewEdge Advisors, LLC | 0.04% | Add +16.2% | 110,304 | $8.0M |
| Yardley Wealth Management LLC | 4.46% | Reduce -8.4% | 110,118 | $8.0M |
| CFS Investment Advisory Services, LLC | 0.59% | Reduce -0.6% | 107,822 | $7.9M |
| Hemington Wealth Management | 1.03% | Reduce -0.3% | 109,308 | $7.9M |
| Greenwood Capital Associates LLC | 0.91% | Add +27.1% | 109,004 | $7.9M |
| Kondo Wealth Advisors, Inc. | 3.17% | Reduce -3.8% | 108,643 | $7.9M |
| Bayshore Asset Management, LLC | 3.37% | Add +0.2% | 108,468 | $7.9M |
| First National Bank & Trust Co. of Newtown | 1.49% | Add +14.2% | 108,314 | $7.8M |
| Kestra Investment Management, LLC | 0.20% | Add +43.3% | 105,223 | $7.6M |
| Quantum Financial Advisors, LLC | 0.93% | No change | 104,920 | $7.6M |
| Axxcess Wealth Management, LLC | 0.16% | Add +70.0% | 102,378 | $7.4M |
| Herold Advisors, Inc. | 1.71% | Add +19.5% | 101,836 | $7.4M |
| Lauterbach Financial Advisors, LLC | 3.69% | Add +16.7% | 101,414 | $7.3M |
| Semitam Bonam LLC | 6.55% | Reduce 0.0% | 101,087 | $7.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.7% | 100,462 | $7.3M |
| Topsail Wealth Management, LLC | 1.22% | Reduce -5.2% | 99,227 | $7.2M |
| EnRich Financial Partners LLC | 2.01% | Reduce -0.4% | 97,447 | $7.1M |
| Aurelius Family Office LLC | 3.07% | Reduce -0.9% | 95,226 | $6.9M |
| Symmetry Partners, LLC | 0.74% | Reduce -1.5% | 93,677 | $6.8M |
| Burk Holdings LLC | 3.61% | Add +4.2% | 93,382 | $6.8M |
| Coston, McIsaac & Partners | 1.60% | Add +13.2% | 92,643 | $6.7M |
| Savvy Advisors, Inc. | 0.31% | Add +20.4% | 92,048 | $6.7M |
| Warburton Capital Management, LLC | 4.00% | Add +16.8% | 91,365 | $6.6M |
| Innovative Wealth Building LLC | 5.16% | Reduce -6.2% | 91,349 | $6.6M |
| Tortoise Investment Management, LLC | 0.58% | Reduce -2.8% | 90,601 | $6.6M |
| EverSource Wealth Advisors, LLC | 0.26% | Reduce -0.5% | 90,591 | $6.6M |
| Pathstone Holdings, LLC | 0.03% | Reduce -1.4% | 90,403 | $6.5M |
| Gradient Investments LLC | 0.11% | Reduce -12.2% | 90,131 | $6.5M |
| RFG Advisory, LLC | 0.13% | Add +0.3% | 89,275 | $6.5M |
| LVZ, Inc. | 0.73% | Add +16.3% | 88,904 | $6.4M |
| Fischer Investment Strategies, LLC | 3.83% | Reduce -71.4% | 88,085 | $6.4M |
| Kraft, Davis & Associates, LLC | 1.51% | New | 84,872 | $6.2M |
| Gemmer Asset Management LLC | 0.50% | Reduce -1.5% | 85,638 | $6.2M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -0.7% | 84,485 | $6.1M |
| Ridgeline Wealth, LLC | 4.48% | Add +4.7% | 83,781 | $6.1M |
| Vantage Point Financial LLC | 2.32% | Reduce -5.4% | 82,645 | $6.0M |
| Bridgewater Advisors Inc. | 0.41% | Reduce -0.2% | 81,644 | $5.9M |
| Oak Wealth Advisors LLC | 3.42% | Reduce -1.0% | 81,244 | $5.9M |
| Clearstead Advisors, LLC | 0.08% | Reduce -2.4% | 80,465 | $5.8M |
| Grunden Financial Advisory, Inc. | 2.37% | Reduce -0.6% | 80,356 | $5.8M |
| IFG Advisory, LLC | 0.26% | Reduce -0.3% | 79,835 | $5.8M |
| Dopkins Wealth Management, LLC | 2.42% | Reduce -0.3% | 79,020 | $5.7M |
| Wealthcare Advisory Partners LLC | 0.12% | Reduce -52.4% | 78,748 | $5.7M |
| Mission Wealth Management, LP | 0.12% | Reduce -1.6% | 78,432 | $5.7M |
| Bluespring Wealth Management, LLC | 0.48% | Reduce -3.8% | 75,734 | $5.5M |
| Exencial Wealth Advisors, LLC | 0.18% | Add +2.1% | 74,158 | $5.4M |
| Virtue Asset Management LLC | 4.50% | — | 73,836 | $5.3M |
| CVA Family Office, LLC | 0.67% | Add +3.3% | 71,435 | $5.2M |
| Avant Financial Advisors LLC | 3.86% | Reduce -0.2% | 70,706 | $5.1M |
| Elm Partners Management LLC | 0.26% | New | 70,637 | $5.1M |
| Ariadne Wealth Management, LP | 2.24% | No change | 68,444 | $5.0M |
| FMR LLC | 0.00% | Add +14.5% | 68,187 | $4.9M |
| Independent Wealth Network Inc. | 1.58% | Reduce -2.5% | 67,710 | $4.9M |
| Centennial Bank | 1.91% | Reduce -11.9% | 67,148 | $4.9M |
| Vestia Personal Wealth Advisors | 2.56% | Add +0.3% | 66,401 | $4.8M |
| Advisory Services Network, LLC | 0.07% | Reduce -3.7% | 66,194 | $4.8M |
| CPC Advisors, LLC | 0.50% | Add +0.4% | 65,893 | $4.8M |
| Hardy Reed LLC | 0.34% | No change | 64,006 | $4.6M |
| CLG LLC | 1.24% | Add +7.7% | 62,825 | $4.6M |
| XY Planning Network, Inc. | 1.53% | No change | 67,117 | $4.5M |
| Waverly Advisors, LLC | 0.04% | Add +0.0% | 61,954 | $4.5M |
| Black Diamond Financial, LLC | 0.50% | New | 61,226 | $4.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | Reduce -0.8% | 60,242 | $4.4M |
| DBK Financial Counsel, LLC | 3.66% | Add +12.5% | 60,126 | $4.4M |
| Integrated Wealth Concepts LLC | 0.04% | Add +3.3% | 59,688 | $4.3M |
| CWA Asset Management Group, LLC | 0.16% | Add +0.1% | 59,360 | $4.3M |
| Werba Rubin Papier Wealth Management | 0.68% | Add +2.1% | 58,303 | $4.2M |
| HTG Investment Advisors, Inc. | 1.42% | Reduce -0.1% | 58,249 | $4.2M |
| Sand Hill Global Advisors, LLC | 0.15% | Reduce -2.2% | 58,249 | $4.2M |
| Brown Advisory Inc. | 0.01% | Reduce -1.4% | 58,111 | $4.2M |
| MPWM Advisory Solutions, LLC | 2.46% | Reduce -0.9% | 57,116 | $4.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -0.3% | 56,996 | $4.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +493.8% | 56,247 | $4.1M |
| Clarity Capital Advisors, LLC | 2.19% | Add +0.1% | 55,425 | $4.0M |
| Websterrogers Financial Advisors, LLC | 1.20% | Reduce -1.9% | 55,230 | $4.0M |
| Ballentine Partners, LLC | 0.06% | No change | 54,670 | $4.0M |
| L.K. Benson & Company, P.C. | 2.13% | Add +0.2% | 54,585 | $4.0M |
| Beaird Harris Wealth Management, LLC | 0.28% | Reduce -0.6% | 53,810 | $3.9M |
| Clark Asset Management, LLC | 0.45% | Add +73.7% | 53,604 | $3.9M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -0.8% | 53,217 | $3.9M |
| Squire Investment Management Company, LLC | 1.22% | Add +9.8% | 51,864 | $3.8M |
| Bank of Montreal | 0.00% | Reduce -2.5% | 50,877 | $3.7M |
| Cresset Asset Management, LLC | 0.02% | Reduce -2.4% | 50,100 | $3.6M |
| Smartleaf Asset Management LLC | 0.22% | Add +41.1% | 50,204 | $3.6M |
| Factor Wealth Management LTD | 0.89% | Add +19.9% | 49,377 | $3.6M |
| Lodestone Wealth Management LLC | 1.60% | Add +3.3% | 48,995 | $3.5M |
| Sterling Wealth Management, Inc. | 1.07% | Add +0.0% | 48,859 | $3.5M |
| Red Door Wealth Management, LLC | 0.37% | Add +2.2% | 48,688 | $3.5M |
| Financial Council, LLC | 1.56% | No change | 48,387 | $3.5M |
| Kathleen S. Wright Associates Inc. | 1.30% | Reduce -2.4% | 48,342 | $3.5M |
| Andrews, Lucia Wealth Management LLC | 2.07% | Add +0.2% | 47,430 | $3.4M |
| Cwm, LLC | 0.01% | Reduce -21.2% | 47,328 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +0.1% | 46,508 | $3.4M |
| Acorn Wealth Advisors, LLC | 1.04% | Reduce -4.5% | 45,691 | $3.3M |
| Pinnacle Wealth Planning Services, Inc. | 0.38% | Add +0.7% | 45,213 | $3.3M |
| FFT Wealth Management LLC | 0.59% | No change | 44,405 | $3.2M |
| Caerus Investment Advisors, LLC | 1.31% | No change | 44,020 | $3.2M |
| Retirement Planning Group, LLC | 0.11% | Add +1.1% | 43,838 | $3.2M |
| Elser Financial Planning, Inc | 3.73% | No change | 42,766 | $3.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.35% | Reduce -2.9% | 41,404 | $3.0M |
| LRI Investments, LLC | 0.24% | Add +0.1% | 40,926 | $3.0M |
| Shearwater Capital LLC | 1.76% | Add +14.3% | 40,848 | $3.0M |
| Canvas Wealth Advisors, LLC | 0.54% | Add +53.9% | 40,545 | $3.0M |
| Berger Financial Group, Inc | 0.18% | Add +5.8% | 40,472 | $2.9M |
| Elevate Wealth Advisory, Inc. | 2.10% | Reduce -1.6% | 39,870 | $2.9M |
| Northern Trust Corp. | 0.00% | Add +10.3% | 39,759 | $2.9M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -0.2% | 39,044 | $2.8M |
| Lam Group, Inc. | 1.75% | No change | 39,042 | $2.8M |
| 21 West Wealth Management LLC | 2.67% | Add +10.0% | 38,803 | $2.8M |
| True Wealth Design, LLC | 0.84% | Reduce -6.8% | 38,033 | $2.8M |
| Maryland Capital Advisors Inc. | 0.98% | No change | 37,731 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +0.3% | 37,429 | $2.7M |
| NBT Bank, N.A. | 0.17% | Reduce -99.6% | 145 | $2.7M |
| Curio Wealth, LLC | 1.09% | Reduce -0.2% | 36,670 | $2.7M |
| Brooklyn FI, LLC | 0.59% | Add +1.2% | 36,334 | $2.6M |
| Poinciana Advisors Group, LLC | 2.18% | Add +6.8% | 35,635 | $2.6M |
| Lido Advisors, LLC | 0.01% | No change | 35,500 | $2.6M |
| Cambridge Financial Group, LLC | 0.82% | Add +0.1% | 35,010 | $2.5M |
| ETF Portfolio Partners, Inc. | 0.67% | No change | 34,999 | $2.5M |
| Life Planning Partners, Inc | 1.85% | Reduce -0.1% | 34,917 | $2.5M |
| Physician Wealth Advisors, Inc. | 0.35% | Add +2.0% | 34,144 | $2.5M |
| Amarillo National Bank | 0.43% | No change | 34,028 | $2.5M |
| Tiaa Trust, National Association | 0.01% | Reduce -4.2% | 32,902 | $2.4M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +4.4% | 32,884 | $2.4M |
| Avestar Capital, LLC | 0.17% | Reduce -15.2% | 32,152 | $2.3M |
| Pinnacle Financial Partners Inc | 0.06% | No change | 31,688 | $2.3M |
| Washington Trust Advisors, Inc. | 0.17% | Add +521.0% | 31,591 | $2.3M |
| Syverson Strege & Co | 0.55% | Reduce -31.8% | 31,543 | $2.3M |
| Kavar Capital Partners Group, LLC | 0.30% | Add +0.0% | 31,248 | $2.3M |
| Allium Financial Advisors, LLC | 1.87% | No change | 31,246 | $2.3M |
| SJS Investment Consulting Inc. | 0.30% | Add +1.2% | 30,775 | $2.2M |
| Yoder Wealth Management, Inc. | 1.05% | Reduce -2.5% | 30,762 | $2.2M |
| Merit Financial Group, LLC | 0.02% | Add +6.9% | 30,522 | $2.2M |
| Accurate Wealth Management, LLC | 0.29% | Add +0.2% | 30,203 | $2.2M |
| BCO Wealth Management LLC | 1.43% | Reduce -0.3% | 29,972 | $2.2M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 29,864 | $2.2M |
| Aprio Wealth Management, LLC | 0.21% | Reduce -0.5% | 29,646 | $2.1M |
| GTS Securities LLC | 0.08% | New | 29,549 | $2.1M |
| Renaissance Technologies | 0.00% | Add +521.3% | 29,200 | $2.1M |
| Team Hewins, LLC | 0.71% | Reduce -0.3% | 28,934 | $2.1M |
| Monograph Wealth Advisors, LLC | 0.21% | No change | 28,435 | $2.1M |
| Dodds Wealth, LLC | 0.51% | Reduce -0.1% | 28,302 | $2.1M |
| MAI Capital Management | 0.01% | Add +179.2% | 28,246 | $2.0M |
| Signaturefd, LLC | 0.03% | No change | 28,111 | $2.0M |
| Integrated Advisors Network LLC | 0.09% | Add +18.1% | 28,015 | $2.0M |
| Winthrop Advisory Group LLC | 0.18% | Add +1.4% | 27,893 | $2.0M |
| Glass Jacobson Investment Advisors llc | 0.73% | Add +0.1% | 27,891 | $2.0M |
| Abacus Wealth Partners, LLC | 0.29% | No change | 27,875 | $2.0M |
| Harbour Investments, Inc. | 0.05% | Reduce -0.2% | 27,845 | $2.0M |
| Ashton Thomas Private Wealth, LLC | 0.05% | New | 27,574 | $2.0M |
| US Bancorp \de | 0.00% | Reduce -6.1% | 27,250 | $2.0M |
| Sensible Money, LLC | 0.67% | Add +6.7% | 27,106 | $2.0M |
| Biltmore Family Office, LLC | 0.28% | No change | 26,815 | $1.9M |
| Market Street Wealth Management Advisors LLC | 0.31% | No change | 26,723 | $1.9M |
| Allegiance Financial Group Advisory Services LLC | 0.44% | Add +2.0% | 26,628 | $1.9M |
| Verdence Capital Advisors LLC | 0.11% | Reduce -0.7% | 25,511 | $1.9M |
| Lakeshore Financial Planning, Inc. | 0.71% | Reduce -7.1% | 26,239 | $1.9M |
| Nicholas Hoffman & Company, LLC. | 0.04% | Reduce -0.0% | 25,463 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.8% | 25,135 | $1.8M |
| FAS Wealth Partners, Inc. | 0.12% | Add +0.2% | 25,136 | $1.8M |
| Silver Oak Advisory Group, Inc. | 0.81% | Reduce -0.7% | 24,807 | $1.8M |
| Citrine Capital LLC | 0.82% | No change | 24,476 | $1.8M |
| 49 Wealth Management, LLC | 0.17% | Add +0.3% | 24,381 | $1.8M |
| Independent Financial Group, LLC | 0.04% | Add +0.0% | 24,320 | $1.8M |
| Parallel Advisors, LLC | 0.03% | Reduce 0.0% | 24,121 | $1.7M |
| Falcon Wealth Planning | 0.16% | Reduce -8.1% | 24,088 | $1.7M |
| WNY Asset Management, LLC | 0.17% | Add +0.1% | 24,047 | $1.7M |
| Bell Bank | 0.08% | Reduce -1.7% | 24,036 | $1.7M |
| Midwest Trust Co | 0.02% | Reduce -0.3% | 23,918 | $1.7M |
| Arista Wealth Management, LLC | 0.21% | No change | 23,840 | $1.7M |
| Truepoint, Inc. | 0.04% | No change | 23,812 | $1.7M |
| Five Oceans Advisors | 0.63% | Reduce -0.2% | 23,790 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +13.2% | 23,462 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Add +0.5% | 23,236 | $1.7M |
| AE Wealth Management LLC | 0.01% | Reduce -1.9% | 23,192 | $1.7M |
| Red Tortoise LLC | 0.74% | Add +0.1% | 23,150 | $1.7M |
| K2 Financial Inc. | 1.31% | Reduce -0.3% | 22,588 | $1.6M |
| Parkside Financial Bank & Trust | 0.13% | No change | 22,326 | $1.6M |
| Beacon Financial Strategies CORP | 0.95% | No change | 22,239 | $1.6M |
| SwitchPoint Financial Planning, LLC | 1.16% | No change | 22,154 | $1.6M |
| Wick Capital Partners, LLC | 0.38% | Reduce -73.6% | 21,979 | $1.6M |
| Long Island Wealth Management, Inc. | 0.77% | No change | 21,929 | $1.6M |
| Applied Capital LLC | 0.63% | Reduce -2.3% | 21,437 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | No change | 21,413 | $1.6M |
| JT Stratford LLC | 0.20% | Add +9.1% | 20,961 | $1.5M |
| MBM Wealth Consultants, LLC | 0.37% | No change | 20,831 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -2.4% | 20,740 | $1.5M |
| Keybank National Association | 0.01% | No change | 20,581 | $1.5M |
| Synergy Asset Management, LLC | 0.05% | Add +293.7% | 21,308 | $1.5M |
| Simplicity Wealth,LLC | 0.09% | Reduce -48.0% | 20,288 | $1.5M |
| Samalin Investment Counsel, LLC | 0.50% | Reduce -1.9% | 19,925 | $1.4M |
| IHT Wealth Management, LLC | 0.04% | Reduce -0.7% | 19,826 | $1.4M |
| BWM Planning, LLC | 0.42% | No change | 19,330 | $1.4M |
| Apollon Financial, LLC | 0.23% | No change | 18,652 | $1.4M |
| Parkside Investments, LLC | 0.17% | New | 18,470 | $1.3M |
| Mosaic Family Wealth Partners, LLC | 0.16% | No change | 18,355 | $1.3M |
| First Financial Group Corp | 1.14% | Reduce -3.7% | 18,210 | $1.3M |
| &partners | 0.01% | Add +12.3% | 18,179 | $1.3M |
| LJI Wealth Management, LLC | 0.23% | Reduce -68.7% | 18,089 | $1.3M |
| Triad Wealth Partners, LLC | 0.17% | Add +2.1% | 18,012 | $1.3M |
| Onyx Financial Advisors, LLC | 0.58% | Add +0.0% | 17,955 | $1.3M |
| Professional Financial Advisors, LLC | 0.27% | Add +0.3% | 17,696 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.3% | 17,685 | $1.3M |
| Valeo Financial Advisors, LLC | 0.03% | Add +15.2% | 17,682 | $1.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -0.6% | 17,409 | $1.3M |
| Wesbanco Bank Inc. | 0.03% | No change | 17,312 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | No change | 17,015 | $1.2M |
| Aviance Capital Partners, LLC | 0.15% | No change | 16,986 | $1.2M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -14.5% | 16,826 | $1.2M |
| Tactive Advisors, LLC | 0.34% | New | 16,802 | $1.2M |
| Parsons Capital Management Inc. | 0.07% | New | 16,752 | $1.2M |
| Valued Wealth Advisors LLC | 0.56% | Reduce -0.2% | 16,617 | $1.2M |
| CRA Financial Services, LLC | 0.16% | Add +4.5% | 16,588 | $1.2M |
| Texas Yale Capital Corp. | 0.04% | Reduce -0.6% | 16,575 | $1.2M |
| M&T Bank Corp | 0.00% | No change | 16,495 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.1% | 16,394 | $1.2M |
| Consolidated Portfolio Review Corp | 0.15% | Add +2.7% | 16,381 | $1.2M |
| Clarity Wealth Development LLC | 1.07% | Reduce -11.2% | 15,861 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +179.7% | 16,068 | $1.2M |
| NorthCrest Asset Manangement, LLC | 0.03% | No change | 15,999 | $1.2M |
| Investment Research Partners LLC | 0.52% | — | 15,467 | $1.2M |
| Harbor Asset Planning, Inc. | 1.03% | Add +1.9% | 15,935 | $1.2M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -45.2% | 15,830 | $1.1M |
| Western Wealth Management, LLC | 0.06% | Add +0.3% | 15,812 | $1.1M |
| 25 LLC | 0.39% | Add +0.1% | 15,759 | $1.1M |
| W1M Asset Management Ltd | 0.08% | No change | 15,741 | $1.1M |
| Integrity Financial Corp | 0.54% | Add +62.2% | 15,741 | $1.1M |
| Magnolia Private Wealth, LLC | 0.83% | Add +57.1% | 15,579 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.26% | Reduce -8.6% | 15,464 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Add +26.9% | 15,128 | $1.1M |
| Nemes Rush Group LLC | 0.11% | Add +1482.1% | 15,093 | $1.1M |
| North Ridge Wealth Advisors, Inc. | 0.61% | Add +2.0% | 14,834 | $1.1M |
| WestHill Financial Advisors, Inc. | 0.21% | Reduce -0.1% | 14,702 | $1.1M |
| Beacon Financial Advisory LLC | 0.25% | Reduce -2.5% | 14,673 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Add +19.2% | 14,589 | $1.1M |
| Mather Group, Llc. | 0.01% | Reduce -3.0% | 14,525 | $1.1M |
| Greenspring Advisors, LLC | 0.19% | — | 14,466 | $1.0M |
| Montz Harcus Wealth Management LLC | 0.45% | Add +0.3% | 14,350 | $1.0M |
| Summit Asset Management, LLC | 0.16% | No change | 14,345 | $1.0M |
| WorthPointe, LLC | 0.39% | No change | 14,314 | $1.0M |
| Williams & Novak, LLC | 0.79% | Reduce -2.8% | 14,131 | $1.0M |
| Prestige Wealth Management Group LLC | 0.20% | No change | 14,131 | $1.0M |
| Compass Ion Advisors, LLC | 0.10% | Add +10.6% | 14,083 | $1.0M |
| Financial Harvest, LLC | 0.68% | Add +0.0% | 13,985 | $1.0M |
| Cadence Bank | 0.06% | Reduce -2.1% | 13,867 | $1.0M |
| Mustard Seed Financial, LLC | 0.64% | Add +0.0% | 13,784 | $998K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | No change | 13,667 | $990K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 13,637 | $988K |
| Perigon Wealth Management, LLC | 0.02% | No change | 13,619 | $987K |
| Phillips Financial Management, LLC | 0.06% | Add +0.2% | 13,580 | $984K |
| Measured Wealth Private Client Group, LLC | 0.26% | No change | 13,559 | $982K |
| Private Management Group Inc. | 0.03% | Reduce -7.5% | 13,518 | $979K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.0% | 13,332 | $966K |
| Safeguard Investment Advisory Group, LLC | 0.24% | Reduce -36.7% | 13,170 | $954K |
| Naples Global Advisors, LLC | 0.07% | No change | 13,152 | $953K |
| SP Asset Management LLC | 0.08% | Add +0.3% | 13,093 | $948K |
| Cathy Pareto & Associates, Inc. | 0.72% | Add +3.8% | 13,086 | $948K |
| Calydon Capital | 0.15% | Reduce -49.9% | 13,071 | $947K |
| Forum Private Client Group LLC | 0.34% | Add +1.4% | 12,979 | $940K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.1% | 12,947 | $938K |
| IFG Advisors, LLC | 0.15% | No change | 12,934 | $937K |
| Milestone Asset Management Group, LLC | 0.59% | Add +0.1% | 12,886 | $933K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +4.4% | 12,821 | $929K |
| Family Investment Center, Inc. | 0.19% | Reduce -2.1% | 12,540 | $908K |
| Shira Ridge Wealth Management | 0.38% | No change | 12,422 | $900K |
| Hanover Advisors Inc. | 0.35% | Reduce -1.3% | 12,397 | $898K |
| Everhart Financial Group, Inc. | 0.09% | Add +14.4% | 12,389 | $897K |
| Leo Wealth, LLC | 0.12% | Reduce -7.6% | 12,328 | $893K |
| Evoke Wealth, LLC | 0.02% | No change | 12,322 | $893K |
| Franklin Resources Inc. | 0.00% | Add +0.2% | 12,299 | $891K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -1.2% | 12,196 | $883K |
| Center for Financial Planning, Inc. | 0.09% | No change | 12,183 | $883K |
| Wells Fargo & Company | 0.00% | No change | 12,147 | $880K |
| Montag A & Associates Inc. | 0.04% | No change | 12,139 | $879K |
| Wealthspan Partners, LLC | 0.34% | Reduce -0.3% | 12,104 | $877K |
| Klingman & Associates, LLC | 0.04% | No change | 11,724 | $849K |
| Curi Capital, LLC | 0.02% | Add +0.2% | 11,522 | $835K |
| Trademark Financial Management, LLC | 0.48% | Reduce -0.9% | 11,500 | $833K |
| Commerce Bank | 0.00% | No change | 11,383 | $825K |
| RAM Investment Partners, LLC | 0.15% | Add +70.8% | 11,100 | $804K |
| NorthRock Partners, LLC | 0.01% | Add +0.2% | 11,075 | $802K |
| Fortis Capital Advisors, LLC | 0.13% | No change | 11,074 | $802K |
| Belpointe Asset Management LLC | 0.03% | No change | 11,074 | $802K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.8% | 11,022 | $798K |
| Seaside Wealth Management, Inc. | 0.24% | No change | 10,987 | $796K |
| Diversify Advisory Services, LLC | 0.03% | Add +0.1% | 10,556 | $784K |
| Csenge Advisory Group | 0.04% | Reduce -12.4% | 10,737 | $778K |
| Sterling Financial Planning, Inc. | 0.24% | Reduce -0.5% | 10,645 | $771K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -27.2% | 10,610 | $769K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | No change | 10,534 | $763K |
| Diversified Portfolios, Inc. | 0.07% | Reduce -6.4% | 10,465 | $758K |
| waypoint wealth counsel | 0.30% | No change | 10,394 | $753K |
| Ritholtz Wealth Management | 0.01% | No change | 10,366 | $751K |
| Private Advisory Group LLC | 0.07% | No change | 10,361 | $751K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 10,263 | $747K |
| TruNorth Capital Management, LLC | 0.15% | No change | 10,228 | $741K |
| Nalls Sherbakoff Group, LLC | 0.50% | Add +0.2% | 10,203 | $739K |
| Sfmg, LLC | 0.05% | Add +0.0% | 10,180 | $737K |
| Condor Capital Management | 0.06% | No change | 10,093 | $731K |
| Towneley Capital Management, Inc / DE | 0.16% | Add +0.3% | 9,924 | $719K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -6.3% | 9,920 | $719K |
| Geometric Wealth Advisors | 0.10% | No change | 9,885 | $716K |
| Midland Wealth Advisors, LLC | 0.04% | Add +0.2% | 9,697 | $702K |
| R. W. Roge & Company, Inc. | 0.36% | Reduce -4.5% | 9,629 | $697K |
| Cross Staff Investments Inc | 0.48% | No change | 9,576 | $694K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +0.7% | 9,531 | $690K |
| Brogan Financial, Inc. | 0.29% | Add +0.3% | 9,529 | $690K |
| Builder Investment Group Inc. | 0.15% | Reduce -4.9% | 9,501 | $688K |
| Stratos Investment Management, LLC | 0.03% | Reduce -51.8% | 9,457 | $685K |
| Essex Financial Services, Inc. | 0.04% | Reduce -1.1% | 9,406 | $681K |
| Cape Investment Advisory, Inc. | 0.66% | Add +3.0% | 9,313 | $675K |
| CENTRAL TRUST Co | 0.01% | No change | 9,259 | $671K |
| Intelligent Financial Strategies | 0.32% | No change | 9,115 | $660K |
| Visionary Wealth Advisors | 0.03% | No change | 9,070 | $657K |
| Signal Advisors Wealth, LLC | 0.06% | New | 9,026 | $654K |
| Sincerus Advisory, LLC | 0.56% | Add +0.5% | 9,001 | $652K |
| Litman Gregory Wealth Management LLC | 0.05% | No change | 8,980 | $651K |
| Legacy Capital Wealth Partners, LLC | 0.14% | Add +20.9% | 8,959 | $649K |
| Janney Montgomery Scott LLC | 0.00% | Add +67.2% | 8,908 | $645K |
| Avondale Wealth Management | 0.34% | Add +2.0% | 8,870 | $643K |
| Composition Wealth, LLC | 0.01% | No change | 8,832 | $640K |
| Ironwood Financial, llc | 0.11% | No change | 8,762 | $635K |
| Leavell Investment Management, Inc. | 0.03% | Add +5.2% | 8,712 | $631K |
| Boyce & Associates Wealth Consulting, Inc. | 0.52% | Add +0.2% | 8,710 | $631K |
| Montis Financial, LLC | 0.15% | Reduce -29.9% | 8,697 | $630K |
| TPG Financial Advisors, LLC | 0.23% | Reduce -2.6% | 8,614 | $624K |
| First Bancorp, Inc | 0.33% | No change | 8,600 | $623K |
| Centric Wealth Management | 0.14% | New | 8,402 | $623K |
| Quarry Hill Advisors, LLC | 0.32% | No change | 8,593 | $622K |
| Foundations Investment Advisors, LLC | 0.01% | Add +157.8% | 8,559 | $620K |
| Madrona Financial Services, LLC | 0.14% | No change | 8,547 | $619K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.6% | 8,414 | $610K |
| Francis Financial, Inc. | 0.11% | No change | 8,400 | $608K |
| Bridge Generations Wealth Management LLC | 0.40% | No change | 8,364 | $606K |
| Great Oak Capital Partners, LLC | 0.16% | Add +0.3% | 8,280 | $602K |
| Compound Planning, Inc. | 0.02% | Add +0.1% | 8,306 | $602K |
| Acorn Financial Advisory Services Inc. | 0.09% | Reduce -3.3% | 8,302 | $601K |
| Foster Dykema Cabot & Partners, LLC | 0.04% | No change | 8,289 | $600K |
| SpringVest Wealth Management LLC | 0.44% | Add +20.6% | 8,196 | $594K |
| Aspect Partners, LLC | 0.27% | Reduce -5.1% | 8,195 | $594K |
| Soltis Investment Advisors LLC | 0.04% | New | 8,120 | $588K |
| Rockwood Wealth Management, LLC | 0.05% | No change | 8,056 | $584K |
| Stewardship Advisors, LLC | 0.14% | Reduce -8.7% | 8,035 | $582K |
| NorthCoast Asset Management LLC | 0.00% | No change | 8,032 | $582K |
| First Western Trust Bank | 0.03% | No change | 7,994 | $579K |
| Drive Wealth Management, LLC | 0.12% | Reduce -44.0% | 7,890 | $572K |
| CWS Financial Advisors, LLC | 0.16% | New | 7,756 | $562K |
| Allied Investment Advisors, LLC | 0.09% | No change | 7,752 | $562K |
| Nicolet Bankshares Inc. | 0.09% | No change | 7,736 | $560K |
| Waldron Private Wealth LLC | 0.02% | New | 7,716 | $559K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 7,682 | $556K |
| Vance Wealth, LLC | 0.17% | Add +55.1% | 7,628 | $553K |
| Traction Financial Partners, LLC | 0.34% | Reduce -1.2% | 7,615 | $552K |
| Kelly Financial Group LLC | 0.15% | Reduce -3.7% | 7,578 | $549K |
| Lionshead Wealth Management, LLC | 0.43% | Reduce -3.1% | 7,550 | $547K |
| SOL Capital Management CO | 0.05% | No change | 7,540 | $546K |
| Faithward Advisors, LLC | 0.08% | Reduce -27.6% | 7,466 | $541K |
| Peavine Capital, LLC | 0.11% | No change | 7,433 | $538K |
| Westwood Wealth Management | 0.20% | No change | 7,420 | $538K |
| McIlrath & Eck, LLC | 0.06% | Add +0.2% | 7,387 | $535K |
| Shared Vision Wealth Group LLC | 0.22% | No change | 7,290 | $529K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -56.3% | 7,198 | $521K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 7,190 | $521K |
| PCG Wealth Advisors, LLC | 0.15% | New | 7,154 | $518K |
| QRG Capital Management, Inc. | 0.01% | Reduce -40.9% | 7,087 | $513K |
| Becker Capital Management Inc. | 0.01% | No change | 7,049 | $511K |
| Cladis Investment Advisory, LLC | 0.29% | No change | 7,015 | $508K |
| Evergreen Capital Management LLC | 0.01% | No change | 6,933 | $502K |
| New Dimensions Wealth Management, LLC | 0.44% | No change | 6,908 | $500K |
| M1 Capital Management LLC | 0.21% | No change | 6,778 | $491K |
| Heck Capital Advisors, LLC | 0.04% | Reduce -3.1% | 6,769 | $490K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | Reduce -2.0% | 6,766 | $490K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 6,705 | $486K |
| Baron Silver Stevens Financial Advisors, LLC | 0.07% | No change | 6,684 | $484K |
| Cortland Associates Inc. | 0.06% | New | 6,687 | $484K |
| TD Waterhouse Canada Inc. | 0.00% | New | 6,658 | $484K |
| Signature Wealth Management Group | 0.19% | Add +7.5% | 6,661 | $482K |
| Financial Insights, Inc. | 0.16% | Add +46.2% | 6,631 | $480K |
| Signature Resources Capital Management, LLC | 0.26% | No change | 6,606 | $479K |
| Essential Planning, LLC. | 0.16% | No change | 6,583 | $477K |
| Penobscot Wealth Management | 0.15% | No change | 6,519 | $472K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -1.2% | 6,464 | $468K |
| Grey Ledge Advisors, LLC | 0.10% | No change | 6,353 | $460K |
| Rebalance, LLC | 0.03% | Add +0.3% | 6,296 | $456K |
| HMV Wealth Advisors, LLC | 0.25% | No change | 6,295 | $456K |
| Paladin Wealth, LLC | 0.33% | Reduce -17.8% | 6,268 | $454K |
| Northeast Planning Associates, Inc. / NH / | 0.38% | No change | 6,251 | $453K |
| Global Retirement Partners, LLC | 0.01% | Reduce -2.4% | 6,119 | $443K |
| Norden Group LLC | 0.04% | Add +0.3% | 6,083 | $441K |
| Washington Trust Bank | 0.03% | No change | 6,013 | $436K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +2.7% | 5,976 | $433K |
| Aerodigm Wealth, LLC | 0.18% | Add +26.1% | 5,875 | $427K |
| Orrstown Financial Services Inc. | 0.07% | No change | 5,881 | $426K |
| Sharkey, Howes & Javer | 0.05% | Add +0.2% | 5,837 | $423K |
| Brady Martz Wealth Solutions, LLC | 0.08% | Add +0.7% | 5,833 | $423K |
| Ridgewood Investments LLC | 0.18% | Add +0.1% | 5,799 | $420K |
| Empower Advisory Group, LLC | 0.00% | Reduce -52.9% | 5,749 | $416K |
| Alliance Wealth Management Group | 0.09% | No change | 5,721 | $414K |
| Towercrest Capital Management | 0.07% | No change | 5,721 | $414K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,673 | $411K |
| Brookstone Capital Management | 0.00% | Reduce -11.3% | 5,666 | $410K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +31.3% | 5,642 | $409K |
| Apriem Advisors | 0.04% | No change | 5,610 | $406K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 5,587 | $405K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +57.8% | 5,538 | $401K |
| Total Clarity Wealth Management, Inc. | 0.11% | Add +2.3% | 5,532 | $401K |
| Wealth Advisors Northwest LLC | 0.19% | No change | 5,477 | $397K |
| Advisory Alpha, LLC | 0.01% | Add +0.0% | 5,424 | $395K |
| Verus Financial Partners, Inc. | 0.04% | Add +0.1% | 5,436 | $394K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -80.5% | 5,434 | $394K |
| Strathmore Capital Advisors, Inc. | 0.16% | Reduce -19.6% | 5,336 | $387K |
| Legacy Financial Advisors, Inc. | 0.05% | New | 5,304 | $384K |
| CoreCap Advisors, LLC | 0.01% | No change | 5,301 | $384K |
| TFB Advisors LLC | 0.11% | Reduce -24.0% | 5,276 | $381K |
| Gradient Capital Advisors, LLC | 0.10% | Add +0.4% | 5,184 | $376K |
| Compton Wealth Advisory Group, LLC | 0.09% | No change | 5,165 | $374K |
| Citigroup Inc. | 0.00% | New | 5,143 | $373K |
| Stonebrook Private Inc. | 0.08% | Reduce -25.4% | 5,120 | $371K |
| Burney Co./ | 0.01% | No change | 5,117 | $371K |
| NTV Asset Management LLC | 0.04% | No change | 5,115 | $371K |
| Johnson Wealth Management, LLC | 0.20% | — | 5,109 | $370K |
| Caldwell Trust Co | 0.03% | No change | 5,070 | $367K |
| BIP Wealth, LLC | 0.02% | Add +19.1% | 5,060 | $367K |
| Focused Wealth Management, Inc | 0.04% | Add +0.2% | 5,022 | $364K |
| Strategic Wealth Partners, Ltd. | 0.03% | No change | 5,001 | $362K |
| First National Trust Co | 0.01% | No change | 5,000 | $362K |
| FRG Family Wealth Advisors LLC | 0.06% | No change | 4,993 | $362K |
| Integrity Investment Advisors, LLC | 0.24% | No change | 4,989 | $361K |
| Pacific Asset Management, LLC | 0.25% | Add +43.4% | 4,985 | $361K |
| Busey Bank | 0.01% | Reduce -0.7% | 4,935 | $357K |
| Tanager Wealth Management LLP | 0.04% | Add +0.2% | 4,869 | $353K |
| Hollencrest Capital Management | 0.01% | Reduce -23.2% | 4,862 | $352K |
| Porter White Investment Advisors, Inc. | 0.15% | No change | 4,861 | $352K |
| PFG Private Wealth Management, LLC | 0.16% | New | 4,843 | $351K |
| Integrity Wealth Solutions LLC | 0.16% | Add +0.3% | 4,843 | $351K |
| One Capital Management, LLC | 0.01% | Reduce -0.0% | 4,833 | $350K |
| Midwest Professional Planners, LTD. | 0.09% | New | 4,829 | $350K |
| Arcadia Wealth Management, Inc. | 0.21% | No change | 4,826 | $350K |
| World Investment Advisors | 0.01% | Reduce -0.9% | 4,811 | $349K |
| Whalen Wealth Management Inc. | 0.20% | Add +0.3% | 4,802 | $348K |
| MBE Wealth Management, LLC | 0.15% | Add +0.0% | 4,772 | $346K |
| SageOak Financial, LLC | 0.25% | Add +3.3% | 4,755 | $344K |
| UMB Bank, n.a. | 0.01% | Reduce -4.1% | 4,735 | $343K |
| DSG Capital Advisors, LLC | 0.05% | No change | 4,727 | $342K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 4,707 | $341K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 4,690 | $340K |
| True North Advisors, LLC | 0.05% | No change | 4,666 | $338K |
| Weatherly Asset Management L. P. | 0.03% | No change | 4,643 | $336K |
| Versant Capital Management, Inc | 0.05% | Add +0.2% | 4,614 | $334K |
| Westmount Partners, LLC | 0.09% | No change | 4,561 | $332K |
| Leading Edge Financial Planning LLC | 0.08% | New | 4,552 | $330K |
| Tyche Wealth Partners LLC | 0.06% | No change | 4,538 | $329K |
| Wingate Wealth Advisors, Inc. | 0.23% | Add +0.2% | 4,536 | $329K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +54.2% | 4,531 | $328K |
| Meridian Wealth Partners, LLC | 0.04% | No change | 4,496 | $326K |
| PDS Planning, Inc | 0.02% | Add +0.2% | 4,345 | $315K |
| Ellevest, Inc. | 0.04% | Add +0.2% | 4,323 | $313K |
| AlTi Global, Inc. | 0.01% | No change | 4,294 | $311K |
| BlackRock, Inc. | 0.00% | No change | 4,217 | $305K |
| Aegis Wealth Management LLC | 0.16% | New | 4,212 | $305K |
| Redwood Park Advisors LLC | 0.23% | Add +0.3% | 4,197 | $304K |
| Motco | 0.03% | No change | 4,184 | $303K |
| Capstone Capital LLC | 0.20% | No change | 4,133 | $299K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.0% | 4,123 | $299K |
| Yukon Wealth Management, Inc. | 0.10% | No change | 4,122 | $299K |
| Aspiriant, LLC | 0.01% | No change | 4,078 | $295K |
| CGN Advisors LLC | 0.02% | No change | 4,064 | $294K |
| City National Bank of Florida | 0.19% | No change | 4,056 | $294K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 4,023 | $291K |
| IFP Advisors, Inc | 0.01% | Add +2889.5% | 3,976 | $288K |
| Modern Wealth Management, LLC | 0.01% | Add +24.3% | 3,933 | $285K |
| Northern Financial Advisors Inc | 0.15% | Reduce -9.8% | 3,921 | $284K |
| Glassman Wealth Services | 0.04% | No change | 3,896 | $282K |
| Elevation Wealth Partners, LLC | 0.10% | Add +0.3% | 3,890 | $282K |
| BlackDiamond Wealth Management, LLC | 0.15% | Add +10.1% | 3,834 | $278K |
| Advisors Management Group Inc. | 0.05% | No change | 3,828 | $277K |
| HWG Holdings LP | 0.07% | No change | 3,819 | $277K |
| Ascent Group, LLC | 0.01% | Reduce -2.4% | 3,819 | $277K |
| MJP Associates Inc. | 0.04% | Add +0.2% | 3,803 | $276K |
| Advisor OS, LLC | 0.02% | Add +0.2% | 3,803 | $276K |
| Proathlete Wealth Management LLC | 0.08% | Add +0.2% | 3,765 | $273K |
| Robinswood Financial LLC | 0.09% | No change | 3,763 | $273K |
| Capital Square, LLC | 0.14% | No change | 3,741 | $271K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 3,713 | $269K |
| FSA Advisors, Inc. | 0.21% | Add +17.5% | 3,674 | $266K |
| First Heartland Consultants, Inc. | 0.02% | No change | 3,659 | $265K |
| Krilogy Financial LLC | 0.01% | New | 3,593 | $265K |
| Sageworth Trust Co of South Dakota | 0.25% | No change | 3,650 | $264K |
| Grandfield & Dodd, LLC | 0.01% | No change | 3,599 | $261K |
| Fort Point Capital Partners LLC | 0.03% | Add +5.9% | 3,583 | $260K |
| Qube Research & Technologies Ltd | 0.00% | Add +678.4% | 3,526 | $255K |
| Accredited Investors Inc. | 0.01% | No change | 3,524 | $255K |
| Sittner & Nelson, LLC | 0.09% | No change | 3,514 | $255K |
| Hutchens & Kramer Investment Management Group, LLC | 0.10% | Reduce -1.1% | 3,503 | $254K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | No change | 3,502 | $254K |
| Regions Financial Corp. | 0.00% | No change | 3,485 | $252K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 3,483 | $252K |
| Client 1ST Advisory Group, LLC | 0.08% | No change | 3,476 | $252K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -8.3% | 3,474 | $252K |
| Olistico Wealth, LLC | 0.13% | Add +0.1% | 3,423 | $248K |
| Silicon Valley Capital Partners | 0.02% | Add +0.3% | 3,407 | $247K |
| Rowlandmiller & Partners.adv | 0.05% | No change | 3,370 | $244K |
| Tripletail Wealth Management, LLC | 0.29% | No change | 3,330 | $244K |
| American Financial Advisors, LLC | 0.03% | Add +0.0% | 3,349 | $243K |
| Matauro, LLC | 0.04% | Add +2.1% | 3,318 | $240K |
| Strategic Blueprint, LLC | 0.01% | Add +0.2% | 3,276 | $237K |
| Accel Wealth Management | 0.07% | No change | 3,260 | $236K |
| Ironwood Investment Counsel, LLC | 0.03% | No change | 3,221 | $233K |
| Mutual Advisors, LLC | 0.01% | New | 3,181 | $232K |
| Planning Center, Inc. | 0.02% | Add +0.3% | 3,188 | $231K |
| Disciplined Investors, L.L.C. | 0.16% | Add +0.3% | 3,176 | $230K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 3,102 | $225K |
| Sage Rhino Capital LLC | 0.04% | No change | 3,087 | $224K |
| Bull Oak Capital, LLC | 0.09% | No change | 3,079 | $223K |
| Gilbert & Cook, Inc. | 0.03% | No change | 3,057 | $221K |
| AlphaCore Capital LLC | 0.01% | No change | 3,043 | $220K |
| SCS Capital Management LLC | 0.00% | No change | 3,043 | $220K |
| Hantz Financial Services, Inc. | 0.00% | No change | 3,037 | $220K |
| Brooklyn Investment Group | 0.03% | No change | 3,236 | $216K |
| Tradition Wealth Management, LLC | 0.02% | New | 2,937 | $213K |
| RB Capital Management, LLC | 0.05% | Reduce -10.2% | 2,935 | $213K |
| Lynch & Associates | 0.04% | New | 2,927 | $212K |
| Prudent Man Investment Management, Inc. | 0.12% | Reduce -0.8% | 3,311 | $211K |
| Robinson Smith Wealth Advisors LLC | 0.15% | New | 2,903 | $210K |
| High Probability Advisors, LLC | 0.03% | New | 2,891 | $209K |
| Bouchey Financial Group, Ltd. | 0.02% | New | 2,890 | $209K |
| City State Bank | 0.06% | Reduce -0.9% | 2,880 | $209K |
| BNC Wealth Management, LLC | 0.05% | New | 2,865 | $208K |
| PKS Advisory Services, LLC | 0.05% | New | 2,791 | $202K |
| Lion Street Advisors, LLC | 0.07% | New | 4,000 | $201K |
| Ameritas Advisory Services, LLC | 0.01% | Add +68.7% | 2,465 | $179K |
| Global Wealth Strategies & Associates | 0.05% | New | 2,445 | $177K |
| JPL Wealth Management, LLC | 0.04% | New | 2,307 | $167K |
| Kings Path Partners LLC | 0.06% | Reduce -0.8% | 2,307 | $167K |
| Private Trust Co. NA | 0.01% | Reduce -65.1% | 2,271 | $165K |
| Caldwell Sutter Capital, Inc. | 0.07% | No change | 2,264 | $164K |
| Raffa Wealth Management, LLC | 0.03% | Add +0.2% | 2,238 | $162K |
| Frazier Financial Advisors, LLC | 0.10% | No change | 2,161 | $157K |
| Hilltop National Bank | 0.04% | No change | 2,154 | $156K |
| Oakworth Capital, Inc. | 0.01% | No change | 2,078 | $151K |
| IAG Wealth Partners, LLC | 0.02% | Reduce -3.8% | 1,880 | $136K |
| WealthCollab, LLC | 0.06% | No change | 1,860 | $135K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +0.1% | 1,858 | $135K |
| Atmos Advisory, LLC | 0.08% | Add +0.3% | 1,840 | $133K |
| Ancora Advisors LLC | 0.00% | Add +10.6% | 1,832 | $133K |
| Perritt Capital Management Inc | 0.06% | Add +0.3% | 1,781 | $129K |
| Blue Trust, Inc. | 0.00% | Add +12.2% | 1,781 | $129K |
| North Capital, Inc. | 0.10% | Add +379.7% | 1,770 | $128K |
| Abound Wealth Management | 0.03% | New | 1,730 | $125K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,623 | $118K |
| Fiduciary Advisors, Inc. | 0.09% | Add +50.2% | 1,609 | $117K |
| Marshall & Sterling Wealth Advisors Inc. | 0.07% | Reduce -1.1% | 1,547 | $112K |
| S.A. Mason LLC | 0.05% | No change | 1,491 | $108K |
| Fifth Third Bancorp | 0.00% | New | 1,435 | $104K |
| TFC Financial Management, Inc. | 0.01% | Add +0.2% | 1,309 | $95K |
| SYM FINANCIAL Corp | 0.01% | No change | 1,247 | $90K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,159 | $84K |
| Russell Investments Group, Ltd. | 0.00% | No change | 1,118 | $81K |
| First Community Trust NA | 0.06% | No change | 1,103 | $80K |
| Rialto Wealth Management, LLC | 0.02% | No change | 1,035 | $75K |
| Crews Bank & Trust | 0.01% | No change | 1,034 | $75K |
| Accredited Wealth Management, LLC | 0.05% | Add +4434.4% | 45,525 | $73K |
| Gleason Group, Inc. | 0.01% | Add +0.2% | 826 | $60K |
| Bessemer Group Inc. | 0.00% | No change | 813 | $59K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 783 | $57K |
| First United Bank & Trust | 0.02% | New | 775 | $56K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -5.3% | 752 | $54K |
| DecisionPoint Financial, LLC | 0.01% | New | 727 | $53K |
| HHM Wealth Advisors, LLC | 0.00% | New | 581 | $42K |
| Pineridge Advisors LLC | 0.01% | Add +0.3% | 569 | $41K |
| Cloud Capital Management, LLC | 0.02% | New | 575 | $41K |
| Barrett & Company, Inc. | 0.01% | No change | 536 | $39K |
| Sunbelt Securities, Inc. | 0.00% | No change | 536 | $39K |
| Comerica Bank | 0.00% | No change | 512 | $37K |
| Fairscale Capital, LLC | 0.03% | No change | 509 | $37K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 482 | $35K |
| Colonial Trust Co / SC | 0.00% | No change | 400 | $29K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 359 | $26K |
| Principal Securities, Inc. | 0.00% | Reduce -31.4% | 346 | $25K |
| Truvestments Capital LLC | 0.00% | Reduce -0.3% | 316 | $23K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 313 | $23K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -68.6% | 252 | $17K |
| Trust Co. of Vermont | 0.00% | New | 227 | $16K |
| Winch Advisory Services, LLC | 0.00% | No change | 223 | $16K |
| Navigoe, LLC | 0.01% | No change | 227 | $16K |
| Davis Capital Management | 0.01% | — | 145 | $11K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 145 | $11K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 104 | $7K |
| Simplex Trading, LLC | 0.00% | New | 100 | $7K |
| Spurstone Advisory Services, LLC | 0.07% | No change | 70 | $5K |
| Bfsg, LLC | 0.00% | No change | 65 | $5K |
| Quent Capital, LLC | 0.00% | New | 38 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 26 | $2K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -55.6% | 20 | $1K |
| Transce3nd, LLC | 0.00% | Reduce -71.8% | 532 | $0 |
"% of holder's portfolio" is DFUS's weight in each manager's 13F, not the share of Dimensional US Eq MKT ETF the manager owns.