Dimensional US Eq MKT ETFDFUSETF
13F holders, Q4 2025 (December 31)843holders +80
41new positions
19sold out
2famous investors
$73.40avg. 13F price*
At the end of Q4 2025, 843 institutions reported holding Dimensional US Eq MKT ETF (DFUS) in their 13F filings, up 80 from Q3 2025. 41 opened new positions and 19 sold out. The largest holders were Prudential Financial Inc. ($3.3B), Focus Partners Wealth ($686.9M) and Maseco LLP ($553.1M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $58.0M |
| Exits | 19 | $18.7M |
All 13F filers, Q3 2025 → Q4 2025: 14,757,785 shares bought and 8,595,845 shares sold, net +6,161,940 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 843 holders
| Prudential Financial Inc. | 3.98% | Reduce -12.2% | 44,472,700 | $3.3B |
| Focus Partners Wealth | 0.78% | Add +0.7% | 9,261,059 | $686.9M |
| Maseco LLP | 24.08% | Reduce -1.0% | 7,460,195 | $553.1M |
| Root Financial Partners, LLC | 20.39% | Add +16.6% | 5,320,698 | $394.6M |
| Index Fund Advisors, Inc. | 17.24% | Reduce -0.8% | 4,952,650 | $367.3M |
| Vise Technologies, Inc. | 6.89% | Add +252.8% | 4,742,037 | $351.7M |
| Plancorp, LLC | 10.10% | Reduce -1.5% | 4,504,583 | $334.1M |
| Sax Wealth Advisors, LLC | 13.53% | Add +8.6% | 3,874,407 | $287.4M |
| LPL Financial LLC | 0.07% | Add +1.4% | 3,601,852 | $267.1M |
| Creative Planning | 0.18% | Reduce -0.9% | 3,426,182 | $254.1M |
| TCI Wealth Advisors, Inc. | 12.95% | Add +7.3% | 3,168,425 | $235.0M |
| Mercer Global Advisors Inc. | 0.32% | Add +14.8% | 2,825,574 | $209.6M |
| Mariner, LLC | 0.24% | Add +14.8% | 2,711,729 | $201.1M |
| Great Waters Wealth Management | 21.91% | Add +7.5% | 2,685,540 | $199.2M |
| Zhang Financial LLC | 6.69% | Add +0.6% | 2,417,863 | $179.3M |
| Focus Partners Advisor Solutions, LLC | 2.12% | Add +19.1% | 2,331,722 | $172.9M |
| G2 Capital Management, LLC / Oh | 41.27% | Add +2.1% | 2,307,968 | $171.2M |
| Corient Private Wealth LP | 0.17% | Add +139.6% | 1,706,230 | $126.6M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Reduce -1.4% | 1,576,055 | $118.9M |
| Raymond James Financial Inc. | 0.04% | Add +4.7% | 1,553,925 | $115.3M |
| Smartleaf Asset Management LLC | 4.35% | Add +2962.8% | 1,537,647 | $114.9M |
| Flagstone Financial Management | 28.27% | Reduce -0.6% | 1,486,333 | $110.2M |
| Earned Wealth Advisors, LLC | 7.80% | Add +702.8% | 1,483,146 | $110.0M |
| Intelligence Driven Advisers, LLC | 15.42% | Reduce -6.2% | 1,454,009 | $107.8M |
| JFS Wealth Advisors, LLC | 5.82% | Reduce -0.8% | 1,392,318 | $103.3M |
| Sequoia Financial Advisors, LLC | 0.57% | Reduce -2.4% | 1,376,776 | $102.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -3.1% | 1,312,903 | $97.4M |
| Commonwealth Equity Services, LLC | 0.13% | Add +2.8% | 1,308,830 | $97.1M |
| Royal Bank of Canada | 0.02% | Reduce -3.3% | 1,287,801 | $95.5M |
| Apella Capital, LLC | 1.79% | Add +5.3% | 1,224,259 | $90.8M |
| Bank of America Corp. | 0.01% | Add +3.1% | 1,223,289 | $90.7M |
| Forum Financial Management, LP | 1.16% | Reduce -1.3% | 1,196,915 | $88.8M |
| DiNuzzo Private Wealth, Inc. | 9.50% | Reduce -3.8% | 1,177,545 | $87.3M |
| Modera Wealth Management, LLC | 0.97% | Reduce -4.4% | 1,136,110 | $84.3M |
| Colony Family Offices, LLC | 21.02% | Add +4.9% | 1,135,015 | $84.2M |
| Chicago Partners Investment Group LLC | 2.02% | Reduce -0.2% | 1,086,999 | $81.8M |
| Foster Group, Inc. | 2.16% | Reduce -2.8% | 964,558 | $71.5M |
| Evanson Asset Management, LLC | 3.81% | Add +3.5% | 950,482 | $70.5M |
| Austin Asset Management Co Inc | 12.04% | Reduce -0.7% | 949,391 | $70.4M |
| Choreo, LLC | 0.88% | Reduce -1.9% | 928,475 | $69.4M |
| Savant Capital, LLC | 0.39% | Reduce -1.3% | 934,418 | $69.3M |
| Captrust Financial Advisors | 0.13% | Add +491.6% | 932,281 | $69.1M |
| Heritage Wealth Management, Inc./Texas | 28.43% | Reduce -1.4% | 883,122 | $65.5M |
| OLIO Financial Planning | 17.81% | Add +3.8% | 856,242 | $63.5M |
| Tencap Wealth Coaching, LLC | 22.81% | — | 811,875 | $60.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.5% | 802,633 | $59.5M |
| Quadcap Wealth Management, LLC | 6.64% | Add +4.2% | 782,051 | $58.0M |
| Wealth Management Nebraska | 6.63% | Add +4.7% | 781,383 | $58.0M |
| 1900 Wealth Management LLC | 3.62% | Reduce -0.6% | 761,298 | $56.5M |
| Aspen Wealth Management LLC | 11.75% | Add +3.7% | 754,415 | $56.0M |
| RS Crum Inc. | 10.84% | Add +1.0% | 731,332 | $54.2M |
| Everest Private Wealth | 29.07% | Reduce -7.1% | 702,761 | $52.1M |
| Asset Dedication, LLC | 3.41% | Add +0.3% | 699,869 | $51.9M |
| Farther Finance Advisors, LLC | 0.54% | Add +25.0% | 680,889 | $50.5M |
| Truist Financial Corp. | 0.07% | Reduce -5.1% | 673,331 | $49.9M |
| McLean Asset Management Corp | 8.79% | Reduce -1.4% | 651,200 | $49.0M |
| Beacon Pointe Advisors, LLC | 0.33% | Add +31.7% | 637,156 | $47.3M |
| Crown Wealth Group, LLC | 13.19% | Add +1.8% | 636,576 | $47.2M |
| Assetmark, Inc. | 0.10% | Reduce -0.3% | 636,420 | $47.2M |
| Vermillion Wealth Management, Inc. | 18.86% | Reduce -4.5% | 620,657 | $46.0M |
| Hurlow Wealth Management Group, Inc. | 11.25% | Add +5.1% | 619,659 | $46.0M |
| Kestra Advisory Services, LLC | 0.19% | Add +2.7% | 613,074 | $45.5M |
| Crusonia Wealth Advisors LLC | 9.69% | — | 593,683 | $44.0M |
| Equitable Holdings, Inc. | 0.30% | Add +2.2% | 586,244 | $43.5M |
| Freedom Investment Management, Inc. | 12.54% | Reduce -7.0% | 581,454 | $43.1M |
| HighTower Advisors, LLC | 0.05% | Add +8.9% | 580,332 | $43.0M |
| Three Arch Wealth Management LLC | 8.05% | — | 579,412 | $43.0M |
| Dynamic Advisor Solutions LLC | 1.32% | Reduce -12.6% | 555,358 | $41.2M |
| Pine Harbor Wealth Management, LLC | 12.32% | Add +3.7% | 542,129 | $40.2M |
| Disciplined Equity Management, Inc. | 20.24% | Add +2.7% | 526,581 | $39.1M |
| Greenspring Advisors, LLC | 2.37% | Add +3504.9% | 521,482 | $38.7M |
| Mason & Associates Inc | 7.10% | Reduce -1.7% | 508,664 | $37.7M |
| Parkwoods Wealth Partners, LLC | 11.07% | Add +2.3% | 507,134 | $37.6M |
| Graver Capital Management, LLC | 29.71% | Add +3.9% | 507,016 | $37.6M |
| Heritage Investment Group, Inc. | 5.69% | Reduce -0.2% | 503,866 | $37.4M |
| Guardian Wealth Management, LLC | 11.24% | — | 477,870 | $35.4M |
| MML Investors Services, LLC | 0.09% | Add +8.3% | 475,926 | $35.3M |
| Cetera Investment Advisers | 0.04% | Add +5.3% | 473,222 | $35.1M |
| TCP Asset Management, LLC | 5.85% | Add +2.5% | 468,218 | $34.7M |
| Foundry Financial LLC | 18.20% | — | 466,947 | $34.6M |
| Retirement Solution LLC | 7.64% | Add +4.0% | 465,027 | $34.5M |
| ARK & TLK Investments, LLC | 9.39% | Reduce -0.6% | 460,065 | $34.1M |
| KM Capital Management Ltd. | 17.28% | Reduce -16.8% | 456,057 | $33.8M |
| Jackson Thornton Wealth Management, LLC | 3.20% | Add +3.6% | 448,280 | $33.8M |
| AG Asset Advisory, LLC | 28.76% | Add +3.2% | 452,381 | $33.6M |
| SC&H Financial Advisors, Inc. | 5.03% | Add +1.8% | 438,278 | $32.5M |
| Dixon Fnancial Services, Inc. | 14.27% | Reduce -0.1% | 433,824 | $32.2M |
| SouthState Bank Corp | 1.29% | Reduce -10.1% | 389,912 | $28.9M |
| Timonier Family Office, LTD. | 9.02% | Reduce -4.7% | 383,354 | $28.4M |
| Edge Financial Advisors LLC | 11.87% | Add +231.3% | 380,180 | $28.2M |
| Premier Financial Group | 7.27% | Reduce -1.0% | 373,951 | $27.9M |
| Cerity Partners LLC | 0.04% | Reduce -34.0% | 363,373 | $27.0M |
| Investmark Advisory Group LLC | 11.37% | Add +0.4% | 359,996 | $26.7M |
| Arax Advisory Partners | 0.77% | New | 357,901 | $26.5M |
| Morgan Stanley | 0.00% | Reduce -0.6% | 346,290 | $25.7M |
| Allodium Investment Consultants, LLC | 12.59% | Add +7.0% | 335,103 | $24.9M |
| Sterling Wealth Advisors Inc | 14.24% | Add +0.1% | 317,997 | $23.6M |
| Optimus Capital Advisors, LLC | 13.18% | — | 303,573 | $22.5M |
| Keb Asset Management, LLC | 4.53% | Add +4.6% | 301,469 | $22.4M |
| Royal Harbor Partners, LLC | 7.22% | Add +2.8% | 294,606 | $21.9M |
| CarsonAllaria Wealth Management, Ltd. | 10.75% | Add +0.7% | 292,159 | $21.7M |
| Babb Wealth Advisors LLC | 12.22% | Add +8.2% | 291,921 | $21.7M |
| Claris Advisors, LLC / Mo / | 6.57% | Add +26.7% | 290,798 | $21.6M |
| Cardiff Park Advisors, LLC | 1.76% | Reduce -16.0% | 288,861 | $21.4M |
| Osaic Holdings, Inc. | 0.03% | Reduce -7.7% | 287,805 | $21.3M |
| OneDigital Investment Advisors LLC | 0.21% | Add +28.6% | 285,752 | $21.2M |
| Meritas Wealth Management, LLC | 10.09% | Reduce -0.5% | 282,858 | $21.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +15.8% | 273,758 | $20.3M |
| McMill Wealth Management | 5.69% | Reduce -0.7% | 272,489 | $20.2M |
| Trinity Financial Advisors LLC | 5.55% | Add +8.8% | 267,506 | $19.8M |
| Pillar Financial Advisors, LLC | 11.80% | Reduce -1.5% | 263,856 | $19.6M |
| Ruedi Wealth Management, Inc. | 5.07% | Reduce -5.3% | 261,048 | $19.4M |
| Security Financial Services, INC. | 3.01% | Reduce -7.8% | 258,411 | $19.2M |
| Bernardo Wealth Planning LLC | 3.65% | Add +2.0% | 258,271 | $19.2M |
| Warwick Investment Management, Inc. | 2.92% | Add +0.1% | 255,284 | $18.9M |
| Spire Wealth Management | 0.62% | Add +1.3% | 249,666 | $18.5M |
| UBS Group AG | 0.00% | Add +7.3% | 245,496 | $18.2M |
| Strategic Investment Solutions, Inc. | 4.33% | Reduce -20.1% | 242,398 | $18.0M |
| Mendota Financial Group, LLC | 12.98% | Add +7.9% | 240,396 | $17.8M |
| American Capital Advisory, LLC | 7.58% | Add +8.5% | 235,262 | $17.4M |
| Legacy Financial Group, Inc. | 4.41% | Add +1.1% | 226,994 | $16.8M |
| Larson Financial Group LLC | 0.56% | Reduce -1.3% | 226,576 | $16.8M |
| Stratos Wealth Partners, LTD. | 0.19% | Reduce -7.8% | 224,209 | $16.6M |
| Cypress Point Wealth Management, LLC | 3.56% | Add +14.6% | 219,843 | $16.3M |
| Broadhurst Jeffrey B | 16.80% | — | 218,072 | $16.2M |
| Tassel Capital Management, Inc. | 9.74% | Add +2.8% | 217,009 | $16.1M |
| PFG Advisors | 0.77% | Add +8.0% | 212,680 | $15.8M |
| GEM Asset Management, LLC | 6.92% | Add +0.9% | 206,656 | $15.5M |
| Capstone Wealth Management, LLC | 10.91% | Add +1.6% | 201,628 | $15.0M |
| KPP Advisory Services LLC | 2.13% | Add +6.8% | 197,594 | $14.7M |
| Axxcess Wealth Management, LLC | 0.26% | Add +90.0% | 194,503 | $14.4M |
| Stifel Financial Corp. | 0.01% | Add +4.7% | 192,667 | $14.3M |
| Professional Financial Solutions LLC | 13.32% | — | 191,580 | $14.2M |
| HB Wealth Management, LLC | 0.09% | Reduce -0.0% | 189,901 | $14.1M |
| Betterment LLC | 0.03% | Add +3.6% | 189,498 | $14.1M |
| Quantinno Capital Management LP | 0.03% | Add +15.7% | 187,546 | $13.9M |
| Certified Advisory Corp | 1.26% | Add +11.3% | 185,916 | $13.8M |
| AQR Capital Management | 0.01% | Add +16.7% | 185,893 | $13.8M |
| Northwest Wealth Management, LLC | 2.16% | Add +4.0% | 185,009 | $13.7M |
| Investment Advisory Group, LLC | 3.53% | Add +4.7% | 184,735 | $13.7M |
| Private Wealth Management Group, LLC | 3.65% | Reduce -0.4% | 184,471 | $13.7M |
| Aptus Capital Advisors, LLC | 0.11% | Reduce -1.2% | 182,005 | $13.5M |
| Jones Financial Companies LLLP | 0.01% | Add +24.4% | 180,375 | $13.4M |
| Concord Wealth Partners | 1.70% | Add +11.3% | 176,223 | $13.1M |
| Kraft, Davis & Associates, LLC | 2.91% | Add +102.6% | 171,938 | $13.0M |
| Wealthspire Advisors, LLC | 0.10% | Reduce -4.9% | 175,149 | $13.0M |
| Awm Capital, LLC | 1.16% | Reduce -1.3% | 171,589 | $12.7M |
| Alpha Financial Advisors, LLC | 3.86% | Reduce -4.4% | 170,253 | $12.6M |
| Sutton Place Investors LLC | 6.91% | Add +0.0% | 169,661 | $12.6M |
| Allworth Financial LP | 0.05% | Reduce -2.0% | 165,437 | $12.3M |
| American Investment Services, Inc. | 2.79% | Add +8.8% | 161,855 | $12.0M |
| Rehmann Capital Advisory Group | 0.61% | Add +0.7% | 157,878 | $11.7M |
| Physician Wealth Solutions Inc. | 4.96% | No change | 157,689 | $11.7M |
| Embree Financial Group | 1.40% | New | 153,588 | $11.4M |
| Private Advisor Group, LLC | 0.05% | Add +7.2% | 152,797 | $11.3M |
| Indivisible Partners | 1.23% | — | 152,619 | $11.3M |
| Envision Financial Planning, LLC | 4.28% | Reduce -3.1% | 152,489 | $11.3M |
| Wealth Advisory Team LLC | 9.98% | — | 152,150 | $11.3M |
| Hughes Financial Services, LLC | 1.76% | Reduce -0.3% | 151,032 | $11.2M |
| Cornerstone Financial Group, LLC | 7.71% | Reduce -1.8% | 148,904 | $11.0M |
| Rf&l Wealth Management, LLC | 6.08% | Reduce -0.1% | 146,276 | $10.8M |
| Cedar Point Capital Partners, LLC | 6.74% | Reduce -5.5% | 142,302 | $10.6M |
| Tillman Hartley LLC | 2.64% | Add +0.3% | 141,837 | $10.5M |
| Fund Evaluation Group, LLC | 0.35% | Reduce -3.1% | 140,789 | $10.4M |
| BostonPremier Wealth LLC | 5.34% | Add +23.4% | 140,570 | $10.4M |
| Sowell Financial Services LLC | 0.38% | Add +0.4% | 140,529 | $10.4M |
| Atlantic Union Bankshares Corp | 0.19% | Add +9.0% | 137,024 | $10.2M |
| Kestra Investment Management, LLC | 0.24% | Add +23.8% | 130,210 | $9.7M |
| CFS Investment Advisory Services, LLC | 0.69% | Add +17.8% | 127,053 | $9.4M |
| Coston, McIsaac & Partners | 2.16% | Add +35.3% | 125,307 | $9.3M |
| Richard Young Associates, Ltd. | 7.09% | — | 122,433 | $9.1M |
| Greenwood Capital Associates LLC | 0.98% | Add +11.9% | 121,997 | $9.0M |
| Seneschal Advisors, LLC | 6.60% | Reduce -5.2% | 120,744 | $9.0M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -15.7% | 120,324 | $8.9M |
| VSM Wealth Advisory, LLC | 2.65% | Add +0.4% | 119,293 | $8.8M |
| First National Bank & Trust Co. of Newtown | 1.59% | Add +7.9% | 116,849 | $8.7M |
| Warburton Capital Management, LLC | 4.86% | Add +27.1% | 116,105 | $8.6M |
| Herold Advisors, Inc. | 1.92% | Add +13.8% | 115,872 | $8.6M |
| SB Capital Management Inc | 3.09% | — | 113,731 | $8.4M |
| JDH Wealth Management, LLC | 5.77% | Add +0.1% | 113,541 | $8.4M |
| FMB Wealth Management | 3.29% | Add +0.2% | 112,431 | $8.3M |
| Altiora Financial Group, LLC | 1.43% | No change | 111,570 | $8.3M |
| Robertson Stephens Wealth Management, LLC | 0.23% | Reduce -10.2% | 110,906 | $8.2M |
| Capstone Wealth Management, Inc. | 7.21% | — | 110,788 | $8.2M |
| SeaBridge Investment Advisors LLC | 1.35% | Reduce -0.1% | 110,654 | $8.2M |
| CPA Asset Management Group, LLC | 2.87% | Reduce -6.8% | 110,142 | $8.2M |
| Bayshore Asset Management, LLC | 3.32% | Add +1.3% | 109,819 | $8.1M |
| Yardley Wealth Management LLC | 4.30% | Reduce -0.9% | 109,176 | $8.1M |
| Kondo Wealth Advisors, Inc. | 3.04% | Reduce -1.3% | 107,192 | $8.0M |
| Lauterbach Financial Advisors, LLC | 3.87% | Add +5.1% | 106,575 | $7.9M |
| XY Planning Network, Inc. | 1.37% | Add +58.1% | 106,107 | $7.9M |
| Grunden Financial Advisory, Inc. | 3.04% | Add +30.5% | 104,887 | $7.8M |
| Quantum Financial Advisors, LLC | 0.87% | Reduce -0.1% | 104,854 | $7.8M |
| Topsail Wealth Management, LLC | 1.11% | Add +2.8% | 101,967 | $7.6M |
| LVZ, Inc. | 0.84% | Add +14.6% | 101,868 | $7.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.8% | 101,246 | $7.5M |
| Semitam Bonam LLC | 6.19% | Reduce -0.9% | 100,185 | $7.4M |
| EnRich Financial Partners LLC | 1.96% | Reduce -0.4% | 97,080 | $7.2M |
| Aurelius Family Office LLC | 3.05% | Reduce -0.5% | 94,774 | $7.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.42% | Reduce -31.6% | 95,098 | $7.1M |
| Savvy Advisors, Inc. | 0.23% | Add +3.1% | 94,878 | $7.0M |
| Ridgeline Wealth, LLC | 4.70% | Add +9.1% | 91,434 | $6.8M |
| Burk Holdings LLC | 3.22% | Reduce -2.5% | 91,013 | $6.8M |
| Tortoise Investment Management, LLC | 0.59% | Add +0.2% | 90,811 | $6.7M |
| RFG Advisory, LLC | 0.12% | Add +0.1% | 89,405 | $6.6M |
| EverSource Wealth Advisors, LLC | 0.24% | Reduce -1.3% | 89,403 | $6.6M |
| Pathstone Holdings, LLC | 0.03% | Reduce -1.3% | 89,251 | $6.6M |
| Symmetry Partners, LLC | 0.38% | Reduce -6.5% | 87,551 | $6.5M |
| Innovative Wealth Building LLC | 4.73% | Reduce -4.3% | 87,399 | $6.5M |
| Gradient Investments LLC | 0.10% | Reduce -3.2% | 87,255 | $6.5M |
| Gemmer Asset Management LLC | 0.49% | Add +0.5% | 86,064 | $6.4M |
| NewEdge Advisors, LLC | 0.02% | Reduce -22.6% | 85,361 | $6.3M |
| Mission Wealth Management, LP | 0.13% | Add +7.8% | 84,510 | $6.3M |
| FMR LLC | 0.00% | Add +23.2% | 84,028 | $6.2M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -3.2% | 81,765 | $6.1M |
| Vantage Point Financial LLC | 2.15% | Reduce -1.8% | 81,172 | $6.0M |
| CVA Family Office, LLC | 0.69% | Add +12.7% | 80,501 | $6.0M |
| Dopkins Wealth Management, LLC | 2.40% | Add +0.3% | 79,292 | $5.9M |
| Clearstead Advisors, LLC | 0.07% | Reduce -2.0% | 78,889 | $5.9M |
| Bridgewater Advisors Inc. | 0.37% | Reduce -5.9% | 76,806 | $5.7M |
| IFG Advisory, LLC | 0.25% | Reduce -2.9% | 77,491 | $5.7M |
| Bluespring Wealth Management, LLC | 0.48% | Reduce -0.5% | 75,324 | $5.6M |
| Exencial Wealth Advisors, LLC | 0.17% | Reduce -0.1% | 74,056 | $5.5M |
| Virtue Asset Management LLC | 4.46% | No change | 73,836 | $5.5M |
| Oak Wealth Advisors LLC | 3.12% | Reduce -9.9% | 73,161 | $5.4M |
| LJI Wealth Management, LLC | 0.83% | Add +303.2% | 72,939 | $5.4M |
| Canvas Wealth Advisors, LLC | 0.92% | Add +79.7% | 72,857 | $5.4M |
| Fischer Investment Strategies, LLC | 3.12% | Reduce -18.0% | 72,252 | $5.4M |
| DBK Financial Counsel, LLC | 4.07% | Add +18.9% | 71,519 | $5.3M |
| Financial Connections Group, Inc. | 1.80% | Reduce -37.5% | 70,655 | $5.2M |
| Elm Partners Management LLC | 0.24% | No change | 70,637 | $5.2M |
| Centennial Bank | 2.08% | Add +5.0% | 70,489 | $5.2M |
| Waverly Advisors, LLC | 0.04% | Add +12.6% | 69,744 | $5.2M |
| Avant Financial Advisors LLC | 3.70% | Reduce -1.8% | 69,427 | $5.1M |
| Independent Wealth Network Inc. | 1.56% | Add +1.2% | 68,521 | $5.1M |
| Ariadne Wealth Management, LP | 2.10% | No change | 68,444 | $5.1M |
| CLG LLC | 1.26% | Add +8.4% | 68,078 | $5.0M |
| Frankly Finances, LLC | 4.74% | — | 67,435 | $5.0M |
| Baker Tilly Wealth Management, LLC | 1.22% | Reduce -48.8% | 66,946 | $5.0M |
| Vestia Personal Wealth Advisors | 2.50% | Reduce -1.0% | 65,760 | $4.9M |
| Wealthcare Advisory Partners LLC | 0.10% | Reduce -16.3% | 65,916 | $4.9M |
| Advisory Services Network, LLC | 0.07% | Reduce -2.9% | 64,280 | $4.8M |
| Hardy Reed LLC | 0.34% | No change | 64,006 | $4.7M |
| CPC Advisors, LLC | 0.48% | Reduce -3.3% | 63,740 | $4.7M |
| Factor Wealth Management LTD | 1.01% | Add +28.0% | 63,193 | $4.7M |
| Diversify Advisory Services, LLC | 0.15% | Add +482.4% | 61,481 | $4.6M |
| Capital Investment Management, Inc. | 1.57% | — | 60,568 | $4.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | No change | 60,242 | $4.5M |
| Black Diamond Financial, LLC | 0.47% | Reduce -2.6% | 59,644 | $4.4M |
| CWA Asset Management Group, LLC | 0.16% | Add +0.1% | 59,413 | $4.4M |
| Brown Advisory Inc. | 0.01% | Add +0.5% | 58,382 | $4.3M |
| Werba Rubin Papier Wealth Management | 1.17% | Add +0.1% | 58,365 | $4.3M |
| HTG Investment Advisors, Inc. | 1.32% | Reduce -0.6% | 57,907 | $4.3M |
| Sand Hill Global Advisors, LLC | 0.15% | Reduce -1.4% | 57,456 | $4.3M |
| Platform Wealth Management, LLC | 1.13% | — | 57,088 | $4.2M |
| O'shaughnessy Asset Management, LLC | 0.02% | No change | 56,996 | $4.2M |
| MPWM Advisory Solutions, LLC | 2.34% | Reduce -0.9% | 56,576 | $4.2M |
| Clarity Capital Advisors, LLC | 2.06% | Add +0.1% | 55,496 | $4.1M |
| Ballentine Partners, LLC | 0.06% | No change | 54,670 | $4.1M |
| L.K. Benson & Company, P.C. | 2.03% | Add +0.1% | 54,660 | $4.1M |
| Squire Investment Management Company, LLC | 1.22% | Add +4.8% | 54,358 | $4.0M |
| Beaird Harris Wealth Management, LLC | 0.28% | Add +0.3% | 53,959 | $4.0M |
| Websterrogers Financial Advisors, LLC | 1.16% | Reduce -2.7% | 53,734 | $4.0M |
| Clark Asset Management, LLC | 0.41% | Add +0.0% | 53,607 | $4.0M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -11.4% | 52,899 | $3.9M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -1.2% | 52,562 | $3.9M |
| Empowered Funds, LLC | 0.07% | New | 51,808 | $3.8M |
| Bank of Montreal | 0.00% | Reduce -0.1% | 50,851 | $3.8M |
| Forteris Wealth Management Inc. | 3.65% | — | 49,984 | $3.7M |
| Cresset Asset Management, LLC | 0.02% | Reduce -0.3% | 49,966 | $3.7M |
| Oakmont Advisory Group, LLC | 3.89% | — | 49,130 | $3.6M |
| Sterling Wealth Management, Inc. | 1.03% | Add +0.0% | 48,874 | $3.6M |
| Red Door Wealth Management, LLC | 0.38% | No change | 48,688 | $3.6M |
| Financial Council, LLC | 1.43% | No change | 48,387 | $3.6M |
| Lodestone Wealth Management LLC | 1.45% | Reduce -2.1% | 47,962 | $3.6M |
| Andrews, Lucia Wealth Management LLC | 2.09% | Add +0.1% | 47,493 | $3.5M |
| Cwm, LLC | 0.01% | Reduce -0.3% | 47,200 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -1.7% | 45,721 | $3.4M |
| Berger Financial Group, Inc | 0.20% | Add +12.4% | 45,499 | $3.4M |
| Pinnacle Wealth Planning Services, Inc. | 0.35% | Add +0.3% | 45,354 | $3.4M |
| FFT Wealth Management LLC | 0.63% | No change | 44,405 | $3.3M |
| Caerus Investment Advisors, LLC | 1.09% | No change | 44,020 | $3.3M |
| Retirement Planning Group, LLC | 0.11% | Reduce -1.5% | 43,196 | $3.2M |
| Foundations Investment Advisors, LLC | 0.04% | Add +401.6% | 42,935 | $3.2M |
| Elser Financial Planning, Inc | 2.29% | No change | 42,766 | $3.2M |
| Acorn Wealth Advisors, LLC | 0.94% | Reduce -7.3% | 42,375 | $3.1M |
| 21 West Wealth Management LLC | 2.79% | Add +6.1% | 41,186 | $3.1M |
| Shearwater Capital LLC | 1.74% | Add +0.0% | 40,866 | $3.0M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +4.7% | 40,864 | $3.0M |
| Moisand Fitzgerald Tamayo, LLC | 0.34% | Reduce -1.5% | 40,784 | $3.0M |
| Twin Cities Retirement Group LLC | 2.91% | — | 40,651 | $3.0M |
| Elevate Wealth Advisory, Inc. | 2.05% | Add +1.5% | 40,473 | $3.0M |
| Brooklyn FI, LLC | 0.64% | Add +11.1% | 40,383 | $3.0M |
| Northern Trust Corp. | 0.00% | Add +1.0% | 40,149 | $3.0M |
| LRI Investments, LLC | 0.24% | Reduce -3.0% | 39,720 | $2.9M |
| Poinciana Advisors Group, LLC | 2.32% | Add +11.5% | 39,717 | $2.9M |
| Lam Group, Inc. | 1.66% | No change | 39,042 | $2.9M |
| Donalies Financial Planning, LLC | 2.45% | — | 38,720 | $2.9M |
| DWR Wealth Management, LLC | 2.64% | — | 38,118 | $2.8M |
| Kane Co Wealth Management, Inc. | 2.49% | — | 38,142 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +0.9% | 37,776 | $2.8M |
| Maryland Capital Advisors Inc. | 0.95% | No change | 37,731 | $2.8M |
| Curio Wealth, LLC | 0.97% | Reduce -0.2% | 36,607 | $2.8M |
| True Wealth Design, LLC | 0.80% | Reduce -3.2% | 36,817 | $2.7M |
| NBT Bank, N.A. | 0.17% | Add +2.1% | 148 | $2.7M |
| Washington Trust Advisors, Inc. | 0.20% | Add +14.4% | 36,149 | $2.7M |
| CWS Financial Advisors, LLC | 0.73% | Add +365.1% | 36,074 | $2.7M |
| Walleye Partners, LLC | 2.92% | — | 35,403 | $2.6M |
| Ponta Wealth Partners, LLC | 2.43% | — | 35,174 | $2.6M |
| Lido Advisors, LLC | 0.01% | Add +0.1% | 35,532 | $2.6M |
| ETF Portfolio Partners, Inc. | 0.67% | No change | 34,999 | $2.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +46.8% | 34,447 | $2.6M |
| Physician Wealth Advisors, Inc. | 0.35% | Reduce -0.1% | 34,105 | $2.5M |
| Amarillo National Bank | 0.44% | No change | 34,028 | $2.5M |
| Life Planning Partners, Inc | 1.86% | Reduce -6.3% | 32,731 | $2.4M |
| EP Wealth Advisors, LLC | 0.01% | — | 32,096 | $2.4M |
| Accurate Wealth Management, LLC | 0.30% | Add +4.0% | 31,417 | $2.4M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 31,688 | $2.4M |
| Merited Wealth, LLC | 2.16% | — | 31,422 | $2.3M |
| Kavar Capital Partners Group, LLC | 0.32% | Add +0.0% | 31,252 | $2.3M |
| Allium Financial Advisors, LLC | 1.84% | No change | 31,246 | $2.3M |
| Old Peak Finance LLC | 1.42% | — | 31,108 | $2.3M |
| Avestar Capital, LLC | 0.16% | Reduce -3.3% | 31,085 | $2.3M |
| Monograph Wealth Advisors, LLC | 0.23% | Add +8.9% | 30,955 | $2.3M |
| WorthPointe, LLC | 0.60% | Add +115.1% | 30,788 | $2.3M |
| SJS Investment Consulting Inc. | 0.29% | No change | 30,775 | $2.3M |
| Cambridge Financial Group, LLC | 0.79% | Reduce -1.3% | 34,573 | $2.3M |
| Align Financial, LLC | 1.31% | — | 2,261,962 | $2.3M |
| Yoder Wealth Management, Inc. | 1.02% | Reduce -2.1% | 30,129 | $2.2M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 29,864 | $2.2M |
| BCO Wealth Management LLC | 1.36% | Reduce -0.5% | 29,835 | $2.2M |
| Syverson Strege & Co | 0.52% | Reduce -6.5% | 29,486 | $2.2M |
| Aprio Wealth Management, LLC | 0.12% | Reduce -1.2% | 29,285 | $2.2M |
| Tiaa Trust, National Association | 0.01% | Reduce -11.3% | 29,179 | $2.2M |
| Merit Financial Group, LLC | 0.02% | Reduce -4.5% | 29,150 | $2.2M |
| Team Hewins, LLC | 0.69% | Reduce -0.1% | 28,895 | $2.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +14.3% | 28,741 | $2.1M |
| Dodds Wealth, LLC | 0.52% | Add +0.1% | 28,338 | $2.1M |
| Signaturefd, LLC | 0.03% | No change | 28,111 | $2.1M |
| Winthrop Advisory Group LLC | 0.18% | Add +0.6% | 28,047 | $2.1M |
| E-Wealth Partners, LLC | 1.75% | — | 28,012 | $2.1M |
| Harbour Investments, Inc. | 0.04% | Add +0.2% | 27,894 | $2.1M |
| Abacus Wealth Partners, LLC | 0.20% | Reduce -0.5% | 27,741 | $2.1M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +0.2% | 27,628 | $2.0M |
| US Bancorp \de | 0.00% | No change | 27,250 | $2.0M |
| Glass Jacobson Investment Advisors llc | 0.72% | Reduce -2.8% | 27,123 | $2.0M |
| Sensible Money, LLC | 0.64% | Reduce -1.0% | 26,841 | $2.0M |
| Biltmore Family Office, LLC | 0.27% | No change | 26,815 | $2.0M |
| Allegiance Financial Group Advisory Services LLC | 0.42% | Add +0.2% | 26,688 | $2.0M |
| Integrated Advisors Network LLC | 0.09% | Reduce -5.4% | 26,508 | $2.0M |
| Parsons Capital Management Inc. | 0.11% | Add +57.9% | 26,445 | $2.0M |
| Nova R Wealth, Inc. | 0.70% | New | 25,935 | $1.9M |
| Belleair Asset Management, LLC | 1.81% | — | 25,587 | $1.9M |
| Lakeshore Financial Planning, Inc. | 0.68% | Reduce -2.8% | 25,502 | $1.9M |
| Nicholas Hoffman & Company, LLC. | 0.04% | Reduce -0.0% | 25,460 | $1.9M |
| FAS Wealth Partners, Inc. | 0.12% | Add +0.2% | 25,179 | $1.9M |
| Citrine Capital LLC | 0.84% | No change | 24,476 | $1.8M |
| 49 Wealth Management, LLC | 0.15% | Add +0.2% | 24,433 | $1.8M |
| Verdence Capital Advisors LLC | 0.11% | Reduce -4.4% | 24,387 | $1.8M |
| Parallel Advisors, LLC | 0.03% | No change | 24,121 | $1.8M |
| Falcon Wealth Planning | 0.15% | Add +0.1% | 24,117 | $1.8M |
| MAI Capital Management | 0.01% | Reduce -14.7% | 24,105 | $1.8M |
| Independent Financial Group, LLC | 0.04% | Reduce -1.5% | 23,947 | $1.8M |
| Bell Bank | 0.08% | Reduce -0.5% | 23,914 | $1.8M |
| Midwest Trust Co | 0.02% | Reduce -0.2% | 23,874 | $1.8M |
| Silver Oak Advisory Group, Inc. | 0.80% | Reduce -3.8% | 23,867 | $1.8M |
| Arista Wealth Management, LLC | 0.22% | No change | 23,840 | $1.8M |
| Truepoint, Inc. | 0.04% | No change | 23,812 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Add +1.4% | 23,569 | $1.7M |
| Red Tortoise LLC | 0.74% | Add +0.1% | 23,165 | $1.7M |
| Fifth Third Bancorp | 0.01% | Add +1475.5% | 22,608 | $1.7M |
| &partners | 0.01% | Add +22.5% | 22,271 | $1.7M |
| Market Street Wealth Management Advisors LLC | 0.26% | Reduce -16.8% | 22,245 | $1.6M |
| Beacon Financial Strategies CORP | 0.92% | No change | 22,239 | $1.6M |
| AE Wealth Management LLC | 0.01% | Reduce -4.2% | 22,227 | $1.6M |
| Five Oceans Advisors | 0.58% | Reduce -6.7% | 22,188 | $1.6M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1.27% | — | 22,028 | $1.6M |
| Wick Capital Partners, LLC | 0.29% | No change | 21,979 | $1.6M |
| Long Island Wealth Management, Inc. | 0.77% | No change | 21,929 | $1.6M |
| K2 Financial Inc. | 1.25% | Reduce -4.6% | 21,547 | $1.6M |
| RAM Investment Partners, LLC | 0.29% | Add +96.7% | 21,830 | $1.6M |
| SwitchPoint Financial Planning, LLC | 1.11% | Reduce -3.2% | 21,451 | $1.6M |
| JT Stratford LLC | 0.21% | Add +2.3% | 21,450 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | No change | 21,413 | $1.6M |
| Applied Capital LLC | 0.61% | Reduce -0.4% | 21,352 | $1.6M |
| Samalin Investment Counsel, LLC | 0.55% | Add +4.7% | 20,865 | $1.5M |
| MBM Wealth Consultants, LLC | 0.37% | No change | 20,831 | $1.5M |
| Keybank National Association | 0.01% | Reduce -0.2% | 20,531 | $1.5M |
| Renaissance Technologies | 0.00% | Reduce -30.5% | 20,300 | $1.5M |
| Heck Capital Advisors, LLC | 0.11% | Add +194.0% | 19,899 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Add +0.1% | 19,846 | $1.5M |
| Parkside Financial Bank & Trust | 0.11% | Reduce -12.8% | 19,463 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -6.8% | 19,340 | $1.4M |
| BWM Planning, LLC | 0.38% | No change | 19,330 | $1.4M |
| Nemes Rush Group LLC | 0.13% | Add +26.3% | 19,058 | $1.4M |
| Apollon Financial, LLC | 0.20% | Add +0.8% | 18,806 | $1.4M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +11.7% | 18,787 | $1.4M |
| Smith Chas P & Associates Pa Cpas | 0.07% | New | 18,728 | $1.4M |
| Parkside Investments, LLC | 0.17% | No change | 18,470 | $1.4M |
| Vistica Wealth Advisors, LLC | 1.36% | — | 18,392 | $1.4M |
| Mosaic Family Wealth Partners, LLC | 0.15% | No change | 18,355 | $1.4M |
| First Financial Group Corp | 1.15% | Reduce -0.2% | 18,170 | $1.3M |
| Triad Wealth Partners, LLC | 0.13% | Add +0.7% | 18,139 | $1.3M |
| Valeo Financial Advisors, LLC | 0.03% | Add +1.2% | 17,899 | $1.3M |
| CRA Financial Services, LLC | 0.17% | Add +7.3% | 17,805 | $1.3M |
| Professional Financial Advisors, LLC | 0.27% | Add +0.2% | 17,734 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 17,685 | $1.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +0.2% | 17,445 | $1.3M |
| Wesbanco Bank Inc. | 0.04% | No change | 17,312 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | No change | 17,015 | $1.3M |
| Aviance Capital Partners, LLC | 0.15% | No change | 16,986 | $1.3M |
| Tactive Advisors, LLC | 0.37% | No change | 16,802 | $1.2M |
| Texas Yale Capital Corp. | 0.04% | No change | 16,575 | $1.2M |
| M&T Bank Corp | 0.00% | No change | 16,495 | $1.2M |
| Kovack Advisors, Inc. | 0.06% | New | 16,390 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.7% | 16,278 | $1.2M |
| Valued Wealth Advisors LLC | 0.53% | Reduce -2.1% | 16,260 | $1.2M |
| NorthCrest Asset Manangement, LLC | 0.03% | No change | 15,999 | $1.2M |
| Clarity Wealth Development LLC | 1.00% | No change | 15,861 | $1.2M |
| Harbor Asset Planning, Inc. | 1.00% | Reduce -0.5% | 15,854 | $1.2M |
| Avantax Planning Partners, Inc. | 0.03% | No change | 15,830 | $1.2M |
| Ritholtz Wealth Management | 0.02% | Add +52.3% | 15,792 | $1.2M |
| Onyx Financial Advisors, LLC | 0.49% | Reduce -12.3% | 15,741 | $1.2M |
| W1M Asset Management Ltd | 0.01% | No change | 15,741 | $1.2M |
| Western Wealth Management, LLC | 0.05% | Reduce -0.8% | 15,685 | $1.2M |
| Simplicity Wealth,LLC | 0.07% | Reduce -23.3% | 15,564 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.25% | No change | 15,464 | $1.1M |
| Financial Plan, Inc. | 0.13% | — | 15,393 | $1.1M |
| Mather Group, Llc. | 0.01% | Add +5.1% | 15,271 | $1.1M |
| 25 LLC | 0.36% | Reduce -4.2% | 15,098 | $1.1M |
| Magnolia Private Wealth, LLC | 0.77% | Reduce -5.0% | 14,801 | $1.1M |
| Vigil Wealth Management, LLC | 0.91% | — | 14,749 | $1.1M |
| WestHill Financial Advisors, Inc. | 0.21% | No change | 14,702 | $1.1M |
| North Ridge Wealth Advisors, Inc. | 0.61% | Reduce -1.7% | 14,584 | $1.1M |
| Francis Financial, Inc. | 0.21% | Add +71.4% | 14,400 | $1.1M |
| Montz Harcus Wealth Management LLC | 0.43% | Add +0.2% | 14,381 | $1.1M |
| Summit Asset Management, LLC | 0.15% | No change | 14,345 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.7% | 14,339 | $1.1M |
| Investment Research Partners LLC | 0.46% | Reduce -7.5% | 14,312 | $1.1M |
| Beacon Financial Advisory LLC | 0.25% | Reduce -2.8% | 14,269 | $1.1M |
| Prestige Wealth Management Group LLC | 0.20% | No change | 14,131 | $1.0M |
| Prism Planning Partners LLC | 1.16% | — | 13,996 | $1.0M |
| Financial Harvest, LLC | 0.64% | Add +0.1% | 13,993 | $1.0M |
| Cadence Bank | 0.06% | No change | 13,867 | $1.0M |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | New | 13,667 | $1.0M |
| Measured Wealth Private Client Group, LLC | 0.27% | Reduce -0.1% | 13,548 | $1.0M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -1.0% | 13,479 | $1000K |
| Mustard Seed Financial, LLC | 0.62% | Reduce -2.9% | 13,381 | $992K |
| Cathy Pareto & Associates, Inc. | 0.69% | Add +2.2% | 13,375 | $992K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.0% | 13,331 | $989K |
| Pure Financial Advisors, LLC | 0.01% | Add +2.4% | 13,256 | $983K |
| Phillips Financial Management, LLC | 0.06% | Reduce -2.7% | 13,210 | $980K |
| Naples Global Advisors, LLC | 0.07% | No change | 13,152 | $975K |
| SP Asset Management LLC | 0.08% | Add +0.2% | 13,121 | $973K |
| Calydon Capital | 0.16% | Add +0.2% | 13,099 | $972K |
| Milestone Asset Management Group, LLC | 0.55% | Add +1.6% | 13,092 | $971K |
| Forum Private Client Group LLC | 0.32% | Reduce -1.5% | 12,788 | $948K |
| Wells Fargo & Company | 0.00% | Add +5.0% | 12,756 | $946K |
| Cogent Private Wealth, Inc. | 0.72% | — | 12,681 | $941K |
| IFG Advisors, LLC | 0.16% | Reduce -2.3% | 12,634 | $937K |
| SpringVest Wealth Management LLC | 0.65% | Add +52.8% | 12,519 | $929K |
| Hanover Advisors Inc. | 0.36% | No change | 12,397 | $919K |
| Everhart Financial Group, Inc. | 0.08% | Reduce -0.5% | 12,328 | $914K |
| Franklin Resources Inc. | 0.00% | Add +0.2% | 12,326 | $914K |
| Evoke Wealth, LLC | 0.02% | No change | 12,322 | $914K |
| NorthRock Partners, LLC | 0.02% | Add +11.0% | 12,289 | $911K |
| Shira Ridge Wealth Management | 0.36% | Reduce -1.4% | 12,249 | $908K |
| Private Management Group Inc. | 0.03% | Reduce -9.4% | 12,243 | $908K |
| AdvisorNet Financial, Inc | 0.05% | Add +0.1% | 12,211 | $906K |
| Leo Wealth, LLC | 0.07% | Reduce -1.1% | 12,197 | $905K |
| Center for Financial Planning, Inc. | 0.09% | No change | 12,183 | $904K |
| Safeguard Investment Advisory Group, LLC | 0.23% | Reduce -7.8% | 12,142 | $901K |
| Montag A & Associates Inc. | 0.04% | No change | 12,139 | $900K |
| Wealthspan Partners, LLC | 0.33% | No change | 12,104 | $898K |
| Gambit Capital Management, LLC | 0.64% | — | 12,082 | $896K |
| Family Investment Center, Inc. | 0.18% | Reduce -3.8% | 12,067 | $895K |
| Wealth Enhancement Trust Services, Inc. | 0.11% | — | 12,053 | $894K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +78.7% | 22,915 | $888K |
| McCartney Wealth Management LLC | 0.75% | — | 11,790 | $874K |
| Geneos Wealth Management Inc. | 0.02% | Add +10.6% | 11,730 | $870K |
| Klingman & Associates, LLC | 0.04% | No change | 11,724 | $870K |
| Curi Capital, LLC | 0.01% | Add +0.2% | 11,544 | $856K |
| Trademark Financial Management, LLC | 0.47% | No change | 11,500 | $853K |
| Williams & Novak, LLC | 0.64% | Reduce -19.4% | 11,397 | $845K |
| Commerce Bank | 0.00% | No change | 11,383 | $844K |
| World Investment Advisors | 0.01% | Add +136.5% | 11,378 | $844K |
| Fortis Capital Advisors, LLC | 0.12% | No change | 11,074 | $821K |
| Belpointe Asset Management LLC | 0.03% | No change | 11,074 | $821K |
| Baird Financial Group, Inc. | 0.00% | No change | 11,022 | $818K |
| Seaside Wealth Management, Inc. | 0.23% | No change | 10,987 | $815K |
| Csenge Advisory Group | 0.04% | Add +0.5% | 10,790 | $800K |
| DAVENPORT & Co LLC | 0.00% | New | 10,547 | $782K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | No change | 10,534 | $781K |
| Builder Investment Group Inc. | 0.17% | Add +10.2% | 10,472 | $777K |
| Diversified Portfolios, Inc. | 0.06% | No change | 10,465 | $776K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 10,263 | $774K |
| Sterling Financial Planning, Inc. | 0.23% | Reduce -2.2% | 10,409 | $772K |
| waypoint wealth counsel | 0.28% | No change | 10,394 | $771K |
| Private Advisory Group LLC | 0.06% | No change | 10,361 | $768K |
| Synergy Asset Management, LLC | 0.08% | Reduce -51.8% | 10,277 | $762K |
| TruNorth Capital Management, LLC | 0.14% | No change | 10,228 | $759K |
| Nalls Sherbakoff Group, LLC | 0.55% | Add +0.2% | 10,222 | $758K |
| Ascentis Independent Advisors | 0.12% | New | 10,151 | $753K |
| Condor Capital Management | 0.06% | No change | 10,093 | $749K |
| Sfmg, LLC | 0.05% | Reduce -0.9% | 10,086 | $748K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.1% | 10,027 | $744K |
| TD Waterhouse Canada Inc. | 0.00% | Add +49.5% | 9,956 | $738K |
| Towneley Capital Management, Inc / DE | 0.16% | Add +0.2% | 9,945 | $738K |
| Leavell Investment Management, Inc. | 0.03% | Add +14.0% | 9,932 | $737K |
| Geometric Wealth Advisors | 0.09% | No change | 9,885 | $733K |
| Avondale Wealth Management | 0.37% | Add +10.5% | 9,801 | $727K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -0.3% | 9,665 | $717K |
| Essex Financial Services, Inc. | 0.04% | Add +2.5% | 9,646 | $715K |
| Compass Ion Advisors, LLC | 0.07% | Reduce -31.8% | 9,600 | $712K |
| R. W. Roge & Company, Inc. | 0.35% | Reduce -0.2% | 9,612 | $712K |
| First American Trust, FSB | 0.05% | New | 9,579 | $710K |
| Cross Staff Investments Inc | 0.39% | No change | 9,576 | $710K |
| Brogan Financial, Inc. | 0.31% | Add +0.2% | 9,549 | $708K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +0.1% | 9,538 | $707K |
| Stratos Investment Management, LLC | 0.03% | Add +0.1% | 9,469 | $702K |
| CENTRAL TRUST Co | 0.01% | No change | 9,259 | $687K |
| Sincerus Advisory, LLC | 0.54% | Add +1.5% | 9,138 | $678K |
| Intelligent Financial Strategies | 0.33% | No change | 9,115 | $676K |
| Ironwood Financial, llc | 0.11% | Add +1.6% | 8,898 | $674K |
| Visionary Wealth Advisors | 0.03% | No change | 9,070 | $673K |
| BlackRock, Inc. | 0.00% | Add +113.3% | 8,997 | $667K |
| Litman Gregory Wealth Management LLC | 0.05% | No change | 8,980 | $666K |
| QRG Capital Management, Inc. | 0.01% | Add +26.4% | 8,955 | $664K |
| Cape Investment Advisory, Inc. | 0.20% | Reduce -4.4% | 8,902 | $660K |
| Composition Wealth, LLC | 0.01% | No change | 8,832 | $655K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.8% | 8,749 | $649K |
| Boyce & Associates Wealth Consulting, Inc. | 0.54% | Add +0.2% | 8,726 | $647K |
| Montis Financial, LLC | 0.13% | Reduce -0.8% | 8,630 | $640K |
| First Bancorp, Inc | 0.34% | No change | 8,600 | $638K |
| Vance Wealth, LLC | 0.19% | Add +12.6% | 8,589 | $637K |
| Centric Wealth Management | 0.13% | No change | 8,402 | $636K |
| Madrona Financial Services, LLC | 0.14% | No change | 8,547 | $634K |
| Quarry Hill Advisors, LLC | 0.29% | Reduce -0.9% | 8,511 | $631K |
| Bridge Generations Wealth Management LLC | 0.38% | No change | 8,364 | $620K |
| Great Oak Capital Partners, LLC | 0.15% | Add +0.2% | 8,298 | $617K |
| Triumph Capital Management | 0.13% | New | 8,293 | $615K |
| HighPoint Advisor Group LLC | 0.01% | New | 8,249 | $612K |
| Aspect Partners, LLC | 0.27% | No change | 8,195 | $608K |
| Old Mission Capital LLC | 0.02% | New | 8,193 | $608K |
| Acorn Financial Advisory Services Inc. | 0.09% | Reduce -1.6% | 8,168 | $606K |
| Faithward Advisors, LLC | 0.09% | Add +9.1% | 8,145 | $604K |
| Soltis Investment Advisors LLC | 0.04% | Add +0.2% | 8,138 | $604K |
| Compound Planning, Inc. | 0.02% | Reduce -2.7% | 8,081 | $599K |
| Rockwood Wealth Management, LLC | 0.04% | No change | 8,056 | $597K |
| Tailwinds Wealth, LLC | 0.64% | — | 8,020 | $595K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -11.2% | 8,020 | $595K |
| First Western Trust Bank | 0.03% | No change | 7,994 | $593K |
| BDFS Capital LLC | 0.30% | — | 7,955 | $590K |
| TPG Financial Advisors, LLC | 0.20% | Reduce -7.8% | 7,946 | $589K |
| Park Avenue Securities LLC | 0.01% | New | 7,942 | $589K |
| Foster Dykema Cabot & Partners, LLC | 0.04% | Reduce -4.6% | 7,908 | $587K |
| Susquehanna International Group, LLP | 0.00% | Reduce -6.7% | 7,850 | $582K |
| Stewardship Advisors, LLC | 0.13% | Reduce -2.7% | 7,817 | $580K |
| Bokf, NA | 0.01% | New | 7,806 | $579K |
| Allied Investment Advisors, LLC | 0.09% | No change | 7,752 | $575K |
| Nicolet Bankshares Inc. | 0.09% | No change | 7,736 | $574K |
| HRT Financial LP | 0.00% | New | 7,726 | $573K |
| Waldron Private Wealth LLC | 0.02% | No change | 7,716 | $572K |
| Kelly Financial Group LLC | 0.15% | Add +1.8% | 7,715 | $572K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 7,682 | $570K |
| Traction Financial Partners, LLC | 0.33% | Reduce -0.2% | 7,599 | $564K |
| SOL Capital Management CO | 0.05% | No change | 7,540 | $559K |
| Prudent Man Investment Management, Inc. | 0.19% | Add +125.5% | 7,466 | $554K |
| Peavine Capital, LLC | 0.12% | No change | 7,433 | $551K |
| Signature Wealth Management Group | 0.22% | Add +9.5% | 7,294 | $541K |
| Westwood Wealth Management | 0.40% | Reduce -2.3% | 7,251 | $538K |
| Lionshead Wealth Management, LLC | 0.40% | Reduce -4.0% | 7,251 | $538K |
| Legacy Capital Wealth Partners, LLC | 0.12% | Reduce -19.1% | 7,243 | $537K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 7,190 | $533K |
| PCG Wealth Advisors, LLC | 0.15% | No change | 7,154 | $531K |
| Becker Capital Management Inc. | 0.01% | No change | 7,049 | $523K |
| Cladis Investment Advisory, LLC | 0.28% | No change | 7,015 | $520K |
| Net Worth Advisory Group | 0.11% | New | 7,014 | $520K |
| Evergreen Capital Management LLC | 0.01% | No change | 6,933 | $514K |
| New Dimensions Wealth Management, LLC | 0.44% | No change | 6,908 | $512K |
| Demming Financial Services Corp. | 0.38% | — | 6,855 | $509K |
| Empower Advisory Group, LLC | 0.00% | Add +17.7% | 6,768 | $502K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 6,766 | $502K |
| Shared Vision Wealth Group LLC | 0.20% | Reduce -9.0% | 6,633 | $501K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 6,705 | $497K |
| Baron Silver Stevens Financial Advisors, LLC | 0.07% | No change | 6,684 | $496K |
| Financial Insights, Inc. | 0.16% | No change | 6,631 | $492K |
| Signature Resources Capital Management, LLC | 0.25% | No change | 6,606 | $490K |
| CreativeOne Wealth, LLC | 0.01% | Add +21.6% | 6,605 | $490K |
| Penobscot Wealth Management | 0.15% | No change | 6,519 | $484K |
| Integrity Wealth Solutions LLC | 0.19% | Add +34.2% | 6,501 | $482K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.2% | 6,478 | $481K |
| Grey Ledge Advisors, LLC | 0.11% | No change | 6,353 | $471K |
| HMV Wealth Advisors, LLC | 0.23% | No change | 6,295 | $467K |
| Paladin Wealth, LLC | 0.32% | No change | 6,268 | $465K |
| Northeast Planning Associates, Inc. / NH / | 0.33% | No change | 6,251 | $464K |
| M1 Capital Management LLC | 0.19% | Reduce -8.1% | 6,231 | $462K |
| Norden Group LLC | 0.04% | Add +0.2% | 6,096 | $452K |
| Busey Bank | 0.01% | Add +23.2% | 6,082 | $451K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +1.3% | 6,053 | $449K |
| Washington Trust Bank | 0.03% | No change | 6,013 | $446K |
| Global Retirement Partners, LLC | 0.01% | Reduce -2.2% | 5,983 | $444K |
| Prosperity Bancshares Inc | 0.40% | — | 5,936 | $440K |
| Orrstown Financial Services Inc. | 0.07% | No change | 5,881 | $436K |
| Brady Martz Wealth Solutions, LLC | 0.08% | Add +0.6% | 5,870 | $435K |
| Essential Planning, LLC. | 0.14% | Reduce -10.9% | 5,862 | $435K |
| Rebalance, LLC | 0.03% | Reduce -7.0% | 5,853 | $434K |
| Sharkey, Howes & Javer | 0.06% | Add +0.2% | 5,850 | $434K |
| Essential Investment Partners LLC | 0.41% | — | 5,843 | $433K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -82.6% | 5,727 | $425K |
| Alliance Wealth Management Group | 0.09% | No change | 5,721 | $424K |
| Towercrest Capital Management | 0.07% | No change | 5,721 | $424K |
| McIlrath & Eck, LLC | 0.04% | Reduce -22.6% | 5,719 | $424K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,673 | $421K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 5,642 | $418K |
| marrick wealth, LLC | 0.34% | — | 5,641 | $418K |
| Apriem Advisors | 0.04% | No change | 5,610 | $416K |
| Leading Edge Financial Planning LLC | 0.09% | Add +22.9% | 5,595 | $415K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 5,587 | $414K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 5,538 | $411K |
| Total Clarity Wealth Management, Inc. | 0.10% | Add +0.0% | 5,533 | $410K |
| Wealth Advisors Northwest LLC | 0.18% | Add +0.2% | 5,489 | $407K |
| Advisory Alpha, LLC | 0.01% | Add +0.8% | 5,466 | $406K |
| Aerodigm Wealth, LLC | 0.16% | Reduce -7.3% | 5,444 | $404K |
| Brookstone Capital Management | 0.00% | Reduce -5.1% | 5,379 | $399K |
| Strathmore Capital Advisors, Inc. | 0.13% | Add +0.1% | 5,340 | $396K |
| BIP Wealth, LLC | 0.01% | Add +5.3% | 5,330 | $395K |
| Legacy Financial Advisors, Inc. | 0.05% | No change | 5,304 | $393K |
| CoreCap Advisors, LLC | 0.01% | No change | 5,301 | $393K |
| Verus Financial Partners, Inc. | 0.04% | Reduce -4.8% | 5,177 | $391K |
| TFB Advisors LLC | 0.11% | Reduce -0.3% | 5,258 | $390K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -65.3% | 5,248 | $389K |
| Integrity Alliance, Llc. | 0.01% | New | 5,177 | $384K |
| Compton Wealth Advisory Group, LLC | 0.08% | No change | 5,165 | $383K |
| FSA Advisors, Inc. | 0.26% | Add +104.4% | 7,510 | $381K |
| Burney Co./ | 0.01% | No change | 5,117 | $380K |
| NTV Asset Management LLC | 0.04% | No change | 5,115 | $379K |
| Gradient Capital Advisors, LLC | 0.10% | Reduce -1.6% | 5,102 | $378K |
| Main Street Group, LTD | 0.13% | New | 5,094 | $378K |
| Caldwell Trust Co | 0.03% | No change | 5,070 | $376K |
| Focused Wealth Management, Inc | 0.04% | Add +0.2% | 5,033 | $373K |
| Drive Wealth Management, LLC | 0.07% | Reduce -36.4% | 5,018 | $372K |
| Integrity Investment Advisors, LLC | 0.20% | Add +0.4% | 5,007 | $371K |
| Strategic Wealth Partners, Ltd. | 0.03% | No change | 5,001 | $371K |
| First National Trust Co | 0.01% | No change | 5,000 | $371K |
| FRG Family Wealth Advisors LLC | 0.06% | No change | 4,993 | $370K |
| Pacific Asset Management, LLC | 0.22% | Add +0.2% | 4,993 | $370K |
| Western Reserve Capital Management, LLC | 0.34% | — | 4,956 | $368K |
| Daytona Street Capital LLC | 0.28% | — | 4,933 | $366K |
| SageOak Financial, LLC | 0.26% | Add +2.9% | 4,895 | $363K |
| GTS Securities LLC | 0.01% | Reduce -83.5% | 4,880 | $362K |
| Tanager Wealth Management LLP | 0.04% | Add +0.2% | 4,879 | $362K |
| Stirlingshire Investments, Inc. | 0.32% | — | 4,867 | $361K |
| Hollencrest Capital Management | 0.01% | No change | 4,862 | $361K |
| TBH Global Asset Management, LLC | 0.06% | New | 8,517 | $361K |
| Porter White Investment Advisors, Inc. | 0.15% | No change | 4,861 | $361K |
| One Capital Management, LLC | 0.01% | No change | 4,833 | $359K |
| Arcadia Wealth Management, Inc. | 0.21% | No change | 4,826 | $358K |
| Creative Financial Designs Inc. | 0.02% | New | 4,823 | $358K |
| DSG Capital Advisors, LLC | 0.05% | No change | 4,727 | $357K |
| MBE Wealth Management, LLC | 0.15% | Add +0.0% | 4,773 | $354K |
| Cooke Wealth Management, LLC | 0.31% | — | 4,686 | $353K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 4,707 | $349K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 4,690 | $348K |
| True North Advisors, LLC | 0.04% | No change | 4,666 | $346K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 4,662 | $346K |
| Weatherly Asset Management L. P. | 0.03% | No change | 4,643 | $344K |
| Versant Capital Management, Inc | 0.04% | Add +0.2% | 4,623 | $343K |
| Jane Street Group, LLC | 0.00% | Reduce -71.3% | 4,604 | $341K |
| Westmount Partners, LLC | 0.08% | No change | 4,561 | $338K |
| Wingate Wealth Advisors, Inc. | 0.19% | Add +0.2% | 4,546 | $337K |
| Birchcreek Wealth Management, LLC | 0.17% | New | 4,543 | $337K |
| Tyche Wealth Partners LLC | 0.05% | No change | 4,538 | $337K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 4,531 | $336K |
| Johnson Wealth Management, LLC | 0.16% | Reduce -12.7% | 4,459 | $331K |
| Integrity Financial Corp | 0.17% | Reduce -71.9% | 4,425 | $328K |
| Cortland Associates Inc. | 0.04% | Reduce -33.8% | 4,427 | $328K |
| Spinnaker Investment Group, LLC | 0.06% | New | 4,365 | $324K |
| PDS Planning, Inc | 0.02% | Add +0.2% | 4,355 | $323K |
| Ellevest, Inc. | 0.04% | Add +0.2% | 4,333 | $321K |
| UMB Bank, n.a. | 0.00% | Reduce -8.6% | 4,330 | $321K |
| Stonebrook Private Inc. | 0.07% | Reduce -15.9% | 4,304 | $319K |
| AlTi Global, Inc. | 0.01% | No change | 4,294 | $318K |
| Aegis Wealth Management LLC | 0.18% | Add +1.0% | 4,254 | $316K |
| Redwood Park Advisors LLC | 0.21% | Add +0.2% | 4,206 | $312K |
| Motco | 0.03% | No change | 4,184 | $310K |
| Yukon Wealth Management, Inc. | 0.18% | No change | 4,122 | $308K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -69.6% | 4,142 | $307K |
| Capstone Capital LLC | 0.20% | No change | 4,133 | $307K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.0% | 4,124 | $306K |
| Meridian Wealth Partners, LLC | 0.04% | Reduce -8.6% | 4,109 | $305K |
| Modern Wealth Management, LLC | 0.01% | Add +3.7% | 4,080 | $303K |
| Aspiriant, LLC | 0.01% | No change | 4,078 | $302K |
| Marble Wealth, LLC | 0.04% | — | 4,064 | $301K |
| CGN Advisors LLC | 0.02% | No change | 4,064 | $301K |
| City National Bank of Florida | 0.20% | No change | 4,056 | $301K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.0% | 4,024 | $298K |
| IFP Advisors, Inc | 0.01% | No change | 3,976 | $295K |
| Ballast Financial Advisors LLC | 0.30% | — | 3,914 | $290K |
| Glassman Wealth Services | 0.04% | No change | 3,896 | $289K |
| Elevation Wealth Partners, LLC | 0.10% | Reduce -0.7% | 3,862 | $286K |
| Capital Square, LLC | 0.15% | Add +2.9% | 3,850 | $286K |
| HWG Holdings LP | 0.07% | No change | 3,819 | $283K |
| MJP Associates Inc. | 0.04% | Add +0.2% | 3,811 | $283K |
| Advisor OS, LLC | 0.02% | Add +0.2% | 3,811 | $283K |
| Up Capital Management, Inc. | 0.25% | — | 3,808 | $282K |
| Robinswood Financial LLC | 0.09% | Add +0.0% | 3,764 | $279K |
| Ameritas Advisory Services, LLC | 0.01% | Add +50.2% | 3,703 | $275K |
| Krilogy Financial LLC | 0.01% | No change | 3,593 | $271K |
| Allstreet Capital Advisors LLC | 0.20% | — | 3,658 | $271K |
| Sageworth Trust Co of South Dakota | 0.22% | No change | 3,650 | $271K |
| Ascent Group, LLC | 0.01% | Reduce -4.5% | 3,647 | $270K |
| Grandfield & Dodd, LLC | 0.02% | No change | 3,599 | $267K |
| Sittner & Nelson, LLC | 0.09% | No change | 3,514 | $265K |
| Aspirean Wealth, LLC | 0.29% | — | 3,541 | $263K |
| Accredited Investors Inc. | 0.01% | No change | 3,524 | $261K |
| Mutual Advisors, LLC | 0.01% | Add +10.7% | 3,521 | $261K |
| McGlone Suttner Wealth Management, Inc. | 0.03% | No change | 3,502 | $260K |
| Regions Financial Corp. | 0.00% | No change | 3,485 | $258K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 3,483 | $258K |
| Client 1ST Advisory Group, LLC | 0.08% | No change | 3,476 | $258K |
| Accel Wealth Management | 0.07% | Add +6.3% | 3,464 | $257K |
| BlackDiamond Wealth Management, LLC | 0.12% | Reduce -11.7% | 3,386 | $256K |
| Autumn Glory Partners, LLC | 0.09% | New | 3,454 | $256K |
| Olistico Wealth, LLC | 0.12% | Add +0.7% | 3,448 | $256K |
| Silicon Valley Capital Partners | 0.02% | Add +0.2% | 3,414 | $253K |
| One Day In July LLC | 0.02% | New | 3,390 | $251K |
| Rowlandmiller & Partners.adv | 0.05% | No change | 3,370 | $250K |
| American Financial Advisors, LLC | 0.03% | Add +0.1% | 3,351 | $249K |
| Matauro, LLC | 0.04% | Add +0.2% | 3,325 | $247K |
| Advisors Management Group Inc. | 0.04% | Reduce -14.4% | 3,278 | $243K |
| Brooklyn Investment Group | 0.01% | No change | 3,236 | $242K |
| Ironwood Investment Counsel, LLC | 0.03% | No change | 3,221 | $239K |
| Planning Center, Inc. | 0.02% | Add +0.2% | 3,195 | $237K |
| Disciplined Investors, L.L.C. | 0.15% | Add +0.2% | 3,181 | $236K |
| RB Capital Management, LLC | 0.05% | Add +6.1% | 3,115 | $231K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 3,102 | $230K |
| Safe Harbor Wealth Advisors, LLC | 0.22% | — | 3,083 | $229K |
| Bull Oak Capital, LLC | 0.09% | No change | 3,079 | $228K |
| Sage Rhino Capital LLC | 0.04% | Reduce -0.8% | 3,064 | $227K |
| Gilbert & Cook, Inc. | 0.03% | No change | 3,057 | $227K |
| Hutchens & Kramer Investment Management Group, LLC | 0.08% | Reduce -12.9% | 3,052 | $226K |
| AlphaCore Capital LLC | 0.01% | No change | 3,043 | $226K |
| SCS Capital Management LLC | 0.00% | No change | 3,043 | $226K |
| Hantz Financial Services, Inc. | 0.00% | No change | 3,037 | $225K |
| JM2 Capital Inc. | 0.18% | — | 3,027 | $225K |
| E6 Portfolios, LLC | 0.26% | — | 3,026 | $224K |
| Prosperity Advisers, LLC | 0.18% | — | 3,003 | $223K |
| Snowden Capital Advisors LLC | 0.01% | New | 3,002 | $223K |
| Sei Investments Co. | 0.00% | New | 3,000 | $223K |
| COFG Advisors, LLC | 0.05% | — | 2,960 | $220K |
| Tradition Wealth Management, LLC | 0.02% | Add +0.2% | 2,943 | $218K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.03% | — | 2,929 | $217K |
| Lynch & Associates | 0.04% | Reduce -0.7% | 2,907 | $216K |
| Robinson Smith Wealth Advisors LLC | 0.15% | No change | 2,903 | $215K |
| High Probability Advisors, LLC | 0.03% | No change | 2,891 | $214K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 2,890 | $214K |
| City State Bank | 0.06% | No change | 2,880 | $214K |
| BNC Wealth Management, LLC | 0.05% | No change | 2,865 | $213K |
| Brindle & Bay Financial Advisors, LLC | 0.14% | — | 2,836 | $210K |
| Morton Capital Management LLC | 0.03% | New | 2,833 | $210K |
| Fort Point Capital Partners LLC | 0.03% | Reduce -22.9% | 2,764 | $209K |
| Whalen Wealth Management Inc. | 0.11% | Reduce -41.5% | 2,811 | $208K |
| PKS Advisory Services, LLC | 0.05% | No change | 2,791 | $207K |
| Bailard, Inc. | 0.00% | New | 2,716 | $201K |
| Russell Investments Group, Ltd. | 0.00% | Add +124.2% | 2,507 | $186K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -31.0% | 2,397 | $178K |
| Keating Financial Advisory Services, Inc. | 0.02% | — | 2,383 | $177K |
| Global Wealth Strategies & Associates | 0.04% | Reduce -4.3% | 2,340 | $174K |
| Tradewinds Capital Management, LLC | 0.04% | New | 2,330 | $173K |
| Private Trust Co. NA | 0.01% | No change | 2,271 | $168K |
| Strategic Wealth Advisors LLC | 0.14% | — | 2,257 | $167K |
| Basecamp Wealth Advisors LLC | 0.04% | — | 2,245 | $167K |
| Raffa Wealth Management, LLC | 0.03% | Add +0.2% | 2,243 | $166K |
| Kings Path Partners LLC | 0.06% | Reduce -4.6% | 2,200 | $163K |
| Frazier Financial Advisors, LLC | 0.09% | No change | 2,161 | $160K |
| Hilltop National Bank | 0.04% | No change | 2,154 | $160K |
| Oakworth Capital, Inc. | 0.01% | No change | 2,078 | $154K |
| IAG Wealth Partners, LLC | 0.02% | No change | 1,880 | $139K |
| Blue Trust, Inc. | 0.00% | Add +5.1% | 1,872 | $139K |
| WealthCollab, LLC | 0.06% | No change | 1,860 | $138K |
| MCF Advisors LLC | 0.01% | New | 1,854 | $138K |
| Atmos Advisory, LLC | 0.08% | Add +0.2% | 1,844 | $137K |
| Ancora Advisors LLC | 0.00% | No change | 1,832 | $136K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -3.4% | 1,794 | $133K |
| Abound Wealth Management | 0.03% | No change | 1,730 | $128K |
| SYM FINANCIAL Corp | 0.01% | Add +30.3% | 1,625 | $121K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,623 | $120K |
| Fiduciary Advisors, Inc. | 0.09% | Add +0.2% | 1,612 | $120K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Add +5969.2% | 1,578 | $117K |
| Marshall & Sterling Wealth Advisors Inc. | 0.08% | Reduce -0.8% | 1,535 | $114K |
| Walsh & Associates, LLC | 0.11% | — | 1,510 | $112K |
| S.A. Mason LLC | 0.04% | No change | 1,491 | $111K |
| Merrithew & Thorsten Inc | 0.11% | — | 1,381 | $102K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -81.5% | 1,334 | $99K |
| TFC Financial Management, Inc. | 0.01% | Add +0.2% | 1,312 | $97K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,159 | $86K |
| DecisionPoint Financial, LLC | 0.02% | Add +58.2% | 1,150 | $85K |
| First Community Trust NA | 0.06% | No change | 1,103 | $82K |
| Rialto Wealth Management, LLC | 0.02% | No change | 1,035 | $77K |
| Crews Bank & Trust | 0.01% | No change | 1,034 | $77K |
| Birchwood Financial Partners, Inc. | 0.06% | — | 861 | $64K |
| Gleason Group, Inc. | 0.01% | Add +0.2% | 828 | $61K |
| Cornerstone Planning Group LLC | 0.01% | Add +220.2% | 807 | $61K |
| Bessemer Group Inc. | 0.00% | No change | 813 | $60K |
| First United Bank & Trust | 0.02% | No change | 775 | $57K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -10.8% | 671 | $50K |
| Fairscale Capital, LLC | 0.03% | Add +27.9% | 651 | $48K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 581 | $43K |
| Transce3nd, LLC | 0.33% | No change | 532 | $40K |
| Barrett & Company, Inc. | 0.01% | No change | 536 | $40K |
| Sunbelt Securities, Inc. | 0.00% | No change | 536 | $40K |
| Comerica Bank | 0.00% | No change | 512 | $38K |
| Sound Income Strategies, LLC | 0.00% | New | 502 | $38K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 482 | $36K |
| Abound Financial, LLC | 0.01% | New | 458 | $34K |
| Dunhill Financial, LLC | 0.01% | New | 448 | $33K |
| NorthAvenue LLC | 0.03% | — | 409 | $30K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 359 | $27K |
| Winnacle Wealth LLC | 0.02% | New | 344 | $26K |
| Evolution Wealth Management Inc. | 0.02% | New | 336 | $25K |
| IFC & Insurance Marketing, Inc. | 0.02% | — | 319 | $24K |
| Truvestments Capital LLC | 0.00% | Add +0.3% | 317 | $23K |
| Citigroup Inc. | 0.00% | Reduce -94.3% | 294 | $22K |
| Legacy Wealth Managment, LLC | 0.01% | New | 285 | $21K |
| Trust Co. of Vermont | 0.00% | No change | 227 | $17K |
| Winch Advisory Services, LLC | 0.00% | Add +0.5% | 224 | $17K |
| RHL Group, LLC | 0.01% | — | 218 | $16K |
| Navigoe, LLC | 0.01% | No change | 227 | $16K |
| Davis Capital Management | 0.01% | Add +33.1% | 193 | $14K |
| Colonial Trust Co / SC | 0.00% | Reduce -58.5% | 166 | $12K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 145 | $11K |
| CoreFirst Bank & Trust | 0.00% | New | 121 | $9K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 104 | $8K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -97.6% | 85 | $6K |
| Spurstone Advisory Services, LLC | 0.08% | No change | 70 | $5K |
| Bfsg, LLC | 0.00% | No change | 65 | $5K |
| National Bank of Canada | 0.00% | New | 58 | $4K |
| Quent Capital, LLC | 0.00% | No change | 38 | $3K |
| BankChampaign, National Association | 0.00% | — | 3,473 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 20 | $1K |
| JNBA Financial Advisors | 0.00% | New | 4 | $300 |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -99.7% | 2 | $148 |
"% 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.