Dimensional US Eq MKT ETFDFUSETF
13F holders, Q1 2026 (March 31)854holders +11
47new positions
32sold out
1famous investor
$71.27avg. 13F price*
At the end of Q1 2026, 854 institutions reported holding Dimensional US Eq MKT ETF (DFUS) in their 13F filings, up 11 from Q4 2025. 47 opened new positions and 32 sold out. The largest holders were Prudential Financial Inc. ($3.1B), Focus Partners Wealth ($664.2M) and Maseco LLP ($530.9M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional US Eq MKT ETF
- CUSIP
- 25434V401
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $61.3M |
| Exits | 32 | $53.5M |
All 13F filers, Q4 2025 → Q1 2026: 11,928,657 shares bought and 6,194,721 shares sold, net +5,733,936 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 854 holders
| Prudential Financial Inc. | 3.85% | Reduce -0.9% | 44,074,306 | $3.1B |
| Focus Partners Wealth | 0.74% | Add +0.8% | 9,340,123 | $664.2M |
| Maseco LLP | 16.65% | Add +0.3% | 7,486,563 | $530.9M |
| Root Financial Partners, LLC | 20.09% | Add +15.1% | 6,125,950 | $434.4M |
| Vise Technologies, Inc. | 6.91% | No change | 4,742,037 | $351.7M |
| Index Fund Advisors, Inc. | 15.80% | Reduce -0.0% | 4,952,143 | $351.2M |
| Plancorp, LLC | 9.39% | Reduce -1.0% | 4,457,788 | $330.1M |
| Sax Wealth Advisors, LLC | 13.90% | Reduce -0.2% | 3,866,695 | $286.8M |
| LPL Financial LLC | 0.07% | Add +1.7% | 3,662,750 | $259.7M |
| Mercer Global Advisors Inc. | 0.36% | Add +20.1% | 3,394,161 | $240.7M |
| Creative Planning | 0.16% | Reduce -2.0% | 3,357,019 | $238.0M |
| TCI Wealth Advisors, Inc. | 12.51% | Add +4.8% | 3,321,432 | $235.5M |
| Mariner, LLC | 0.25% | Add +10.4% | 2,994,330 | $212.3M |
| Great Waters Wealth Management | 21.15% | Add +4.9% | 2,817,903 | $199.8M |
| Focus Partners Advisor Solutions, LLC | 1.81% | Add +8.8% | 2,536,124 | $179.8M |
| Zhang Financial LLC | 6.21% | Add +4.8% | 2,533,557 | $179.7M |
| Apella Capital, LLC | 2.51% | Add +78.1% | 2,180,551 | $168.8M |
| G2 Capital Management, LLC / Oh | 40.09% | Add +0.8% | 2,325,624 | $164.9M |
| Smartleaf Asset Management LLC | 4.64% | Add +21.3% | 1,865,705 | $128.5M |
| Earned Wealth Advisors, LLC | 8.02% | Add +14.0% | 1,691,253 | $119.9M |
| Bank of America Corp. | 0.01% | Add +38.2% | 1,690,838 | $119.9M |
| Commonwealth Equity Services, LLC | 0.16% | Add +26.3% | 1,652,947 | $117.2M |
| Corient Private Wealth LP | 0.17% | Reduce -3.2% | 1,651,247 | $117.1M |
| Raymond James Financial Inc. | 0.03% | Add +1.0% | 1,570,121 | $111.3M |
| Flagstone Financial Management | 26.95% | Add +3.0% | 1,531,004 | $108.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +6.3% | 1,395,299 | $98.9M |
| Royal Bank of Canada | 0.02% | Add +7.3% | 1,381,600 | $98.0M |
| JFS Wealth Advisors, LLC | 5.39% | Reduce -2.5% | 1,357,480 | $96.3M |
| Sequoia Financial Advisors, LLC | 0.52% | Reduce -5.8% | 1,297,323 | $92.0M |
| Intelligence Driven Advisers, LLC | 15.83% | Reduce -11.9% | 1,280,186 | $90.8M |
| Chicago Partners Investment Group LLC | 1.92% | Add +1.7% | 1,105,861 | $85.8M |
| DiNuzzo Private Wealth, Inc. | 8.99% | Reduce -0.1% | 1,176,569 | $83.4M |
| Forum Financial Management, LP | 1.18% | Reduce -2.1% | 1,171,335 | $83.1M |
| Colony Family Offices, LLC | 20.25% | Add +2.0% | 1,157,780 | $82.1M |
| Modera Wealth Management, LLC | 0.93% | Reduce -4.1% | 1,089,484 | $77.3M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Reduce -34.7% | 1,028,531 | $72.4M |
| Foster Group, Inc. | 2.00% | Reduce -1.8% | 947,149 | $67.2M |
| Evanson Asset Management, LLC | 3.58% | Reduce -1.1% | 939,846 | $66.6M |
| Austin Asset Management Co Inc | 11.21% | Reduce -1.3% | 937,196 | $66.5M |
| Choreo, LLC | 0.81% | Add +0.6% | 933,545 | $66.2M |
| Elser Financial Planning, Inc | 3.21% | Add +2077.0% | 931,031 | $66.0M |
| Savant Capital, LLC | 0.32% | Reduce -0.7% | 927,780 | $65.8M |
| Captrust Financial Advisors | 0.11% | Reduce -1.1% | 921,951 | $65.4M |
| Heritage Wealth Management, Inc./Texas | 27.11% | Add +1.3% | 894,614 | $63.4M |
| OLIO Financial Planning | 17.34% | Add +3.1% | 882,588 | $62.6M |
| Tencap Wealth Coaching, LLC | 22.50% | Add +3.7% | 842,182 | $59.8M |
| Wealth Management Nebraska | 6.00% | Add +6.9% | 835,254 | $59.2M |
| Quadcap Wealth Management, LLC | 6.68% | Add +5.8% | 827,028 | $58.6M |
| JPMorgan Chase & Co. | 0.00% | Add +1.4% | 813,517 | $56.0M |
| 1900 Wealth Management LLC | 3.59% | Add +3.5% | 788,008 | $55.9M |
| Farther Finance Advisors, LLC | 0.52% | Add +12.5% | 765,857 | $54.7M |
| Aspen Wealth Management LLC | 10.63% | Reduce -0.4% | 751,465 | $53.3M |
| Kestra Advisory Services, LLC | 0.20% | Add +22.1% | 748,532 | $53.1M |
| RS Crum Inc. | 10.24% | Add +2.1% | 746,551 | $52.9M |
| Beacon Pointe Advisors, LLC | 0.27% | Add +13.5% | 723,325 | $51.3M |
| Cerity Partners LLC | 0.07% | Add +90.0% | 690,457 | $49.0M |
| Truist Financial Corp. | 0.07% | Add +2.3% | 688,729 | $48.8M |
| Foundry Financial LLC | 20.22% | Add +44.2% | 673,205 | $47.7M |
| Assetmark, Inc. | 0.10% | Add +5.7% | 672,942 | $47.7M |
| Cetera Investment Advisers | 0.05% | Add +39.8% | 661,366 | $46.9M |
| Hurlow Wealth Management Group, Inc. | 11.11% | Add +6.3% | 658,393 | $46.7M |
| Everest Private Wealth | 23.17% | Reduce -8.2% | 645,075 | $45.7M |
| Crown Wealth Group, LLC | 13.43% | Add +1.3% | 644,636 | $45.7M |
| Equitable Holdings, Inc. | 0.29% | Add +4.9% | 614,973 | $45.6M |
| Vermillion Wealth Management, Inc. | 18.15% | Add +3.6% | 643,129 | $45.6M |
| McLean Asset Management Corp | 7.97% | Reduce -1.3% | 642,571 | $45.6M |
| Crusonia Wealth Advisors LLC | 9.29% | Add +6.9% | 634,502 | $45.0M |
| Three Arch Wealth Management LLC | 7.34% | Reduce -0.6% | 575,743 | $40.8M |
| Dynamic Advisor Solutions LLC | 1.29% | Add +3.6% | 575,203 | $40.8M |
| Pine Harbor Wealth Management, LLC | 11.90% | Add +3.5% | 561,269 | $39.8M |
| HighTower Advisors, LLC | 0.04% | Reduce -4.7% | 552,893 | $39.2M |
| Graver Capital Management, LLC | 28.98% | Add +6.1% | 537,935 | $38.1M |
| Parkwoods Wealth Partners, LLC | 9.11% | Add +3.4% | 524,268 | $37.2M |
| Disciplined Equity Management, Inc. | 18.66% | Reduce -0.5% | 523,787 | $37.1M |
| Greenspring Advisors, LLC | 2.23% | Reduce -1.2% | 515,346 | $36.5M |
| Freedom Investment Management, Inc. | 10.79% | Reduce -11.8% | 512,578 | $36.3M |
| KM Capital Management Ltd. | 24.06% | Reduce -2.9% | 443,078 | $35.8M |
| Heritage Investment Group, Inc. | 5.40% | Reduce -0.1% | 503,575 | $35.7M |
| Guardian Wealth Management, LLC | 10.70% | Add +4.1% | 497,280 | $35.3M |
| Jackson Thornton Wealth Management, LLC | 3.11% | Add +4.2% | 466,915 | $34.6M |
| Mason & Associates Inc | 6.60% | Reduce -3.0% | 493,520 | $34.0M |
| TCP Asset Management, LLC | 4.30% | Add +0.7% | 471,392 | $33.4M |
| Owl Creek Wealth Partners LLC | 11.82% | — | 467,866 | $33.2M |
| Mission Wealth Management, LP | 0.69% | Add +449.3% | 464,245 | $32.9M |
| AG Asset Advisory, LLC | 26.95% | Add +1.3% | 458,308 | $32.5M |
| ARK & TLK Investments, LLC | 8.76% | Reduce -1.0% | 455,424 | $32.3M |
| SC&H Financial Advisors, Inc. | 4.86% | Add +3.6% | 454,165 | $32.2M |
| CWS Financial Advisors, LLC | 8.05% | Add +1128.4% | 443,136 | $31.4M |
| MML Investors Services, LLC | 0.09% | Reduce -8.4% | 435,937 | $30.9M |
| Retirement Solution LLC | 7.24% | Reduce -7.2% | 431,483 | $30.6M |
| Dixon Fnancial Services, Inc. | 13.73% | Reduce -0.6% | 431,171 | $30.6M |
| Premier Financial Group | 4.63% | Add +1.2% | 378,298 | $27.2M |
| Investmark Advisory Group LLC | 10.96% | Add +0.3% | 361,057 | $25.6M |
| AQR Capital Management | 0.01% | Add +93.1% | 359,042 | $25.5M |
| Royal Harbor Partners, LLC | 8.61% | Add +21.8% | 358,725 | $25.4M |
| Penserra Capital Management LLC | 0.30% | New | 358,227 | $25.4M |
| SouthState Bank Corp | 1.18% | Reduce -8.4% | 357,142 | $25.3M |
| One Capital Management, LLC | 0.69% | Add +7245.2% | 354,994 | $25.2M |
| Sterling Wealth Advisors Inc | 13.98% | Reduce -0.3% | 317,131 | $24.5M |
| Allodium Investment Consultants, LLC | 11.72% | Add +3.0% | 345,114 | $24.5M |
| Asset Dedication, LLC | 1.65% | Reduce -52.4% | 332,888 | $23.6M |
| Keb Asset Management, LLC | 4.34% | Add +6.0% | 319,697 | $22.7M |
| Meritas Wealth Management, LLC | 9.89% | Add +9.1% | 308,458 | $21.9M |
| Claris Advisors, LLC / Mo / | 6.55% | Add +6.1% | 308,441 | $21.9M |
| Optimus Capital Advisors, LLC | 12.92% | Add +1.5% | 308,046 | $21.8M |
| Morgan Stanley | 0.00% | Reduce -11.4% | 306,938 | $21.8M |
| Babb Wealth Advisors LLC | 11.77% | Add +4.0% | 303,546 | $21.5M |
| Trinity Financial Advisors LLC | 6.11% | Add +13.2% | 302,816 | $21.5M |
| OneDigital Investment Advisors LLC | 0.21% | Add +5.2% | 300,466 | $21.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +8.4% | 296,747 | $21.0M |
| Bernardo Wealth Planning LLC | 3.97% | Add +10.8% | 286,220 | $20.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -1.4% | 283,633 | $20.1M |
| CarsonAllaria Wealth Management, Ltd. | 9.85% | Reduce -3.8% | 281,089 | $19.9M |
| Cypress Point Wealth Management, LLC | 4.19% | Add +24.7% | 274,221 | $19.4M |
| Pillar Financial Advisors, LLC | 11.27% | Add +3.1% | 271,982 | $19.3M |
| Ruedi Wealth Management, Inc. | 4.93% | Add +3.3% | 269,699 | $19.1M |
| Allworth Financial LP | 0.08% | Add +62.8% | 269,320 | $19.1M |
| American Capital Advisory, LLC | 7.68% | Add +13.6% | 267,323 | $19.0M |
| Kestra Investment Management, LLC | 0.31% | Add +94.0% | 252,541 | $17.9M |
| Security Financial Services, INC. | 2.80% | Reduce -3.3% | 249,996 | $17.7M |
| Spire Wealth Management | 0.60% | Reduce -0.6% | 248,067 | $17.6M |
| Mendota Financial Group, LLC | 12.92% | Add +2.3% | 246,019 | $17.4M |
| Cardiff Park Advisors, LLC | 1.39% | Reduce -15.2% | 245,094 | $17.4M |
| Strategic Investment Solutions, Inc. | 4.14% | Reduce -0.4% | 241,407 | $17.1M |
| Legacy Financial Group, Inc. | 4.39% | Add +3.1% | 234,068 | $16.6M |
| GEM Asset Management, LLC | 7.30% | Add +12.8% | 233,207 | $16.5M |
| Warburton Capital Management, LLC | 8.00% | Add +90.6% | 221,320 | $16.4M |
| Quantinno Capital Management LP | 0.03% | Add +23.1% | 230,904 | $16.4M |
| PFG Advisors | 0.80% | Add +8.3% | 230,266 | $16.3M |
| Wealthcare Advisory Partners LLC | 0.32% | Add +247.4% | 228,984 | $16.2M |
| Broadhurst Jeffrey B | 16.42% | Add +3.6% | 226,009 | $16.0M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +0.4% | 225,132 | $16.0M |
| UBS Group AG | 0.00% | Reduce -8.9% | 223,650 | $15.9M |
| Larson Financial Group LLC | 0.50% | Reduce -2.7% | 220,416 | $15.6M |
| Tassel Capital Management, Inc. | 8.31% | Reduce -0.5% | 215,838 | $15.3M |
| KPP Advisory Services LLC | 2.19% | Add +7.7% | 212,833 | $15.1M |
| Capstone Wealth Management, LLC | 10.49% | Add +5.2% | 212,156 | $15.0M |
| Stifel Financial Corp. | 0.01% | Add +5.5% | 203,309 | $14.4M |
| Kraft, Davis & Associates, LLC | 3.04% | Add +6.1% | 182,494 | $14.3M |
| Investment Advisory Group, LLC | 3.62% | Add +8.8% | 201,018 | $14.3M |
| Professional Financial Solutions LLC | 12.55% | Add +3.8% | 198,869 | $14.1M |
| Certified Advisory Corp | 1.25% | Add +5.8% | 196,639 | $13.9M |
| Aptus Capital Advisors, LLC | 0.12% | Add +7.8% | 196,273 | $13.9M |
| Betterment LLC | 0.03% | Add +1.5% | 192,349 | $13.6M |
| HB Wealth Management, LLC | 0.09% | Reduce -0.3% | 189,380 | $13.4M |
| Jones Financial Companies LLLP | 0.01% | Add +5.1% | 189,595 | $13.1M |
| Northwest Wealth Management, LLC | 1.93% | Reduce -2.3% | 180,675 | $12.8M |
| Concord Wealth Partners | 1.62% | Reduce -0.3% | 175,675 | $12.5M |
| Private Wealth Management Group, LLC | 3.27% | Reduce -4.9% | 175,481 | $12.4M |
| Wealthspire Advisors, LLC | 0.10% | Add +0.1% | 175,413 | $12.4M |
| American Investment Services, Inc. | 2.74% | Add +7.1% | 173,415 | $12.3M |
| Sutton Place Investors LLC | 6.65% | Add +1.1% | 171,549 | $12.2M |
| Indivisible Partners | 1.07% | Add +11.8% | 170,563 | $12.1M |
| Awm Capital, LLC | 1.07% | Reduce -3.0% | 166,457 | $11.8M |
| Cornerstone Financial Group, LLC | 7.51% | Add +0.1% | 149,022 | $11.7M |
| Alpha Financial Advisors, LLC | 3.54% | Reduce -4.4% | 162,741 | $11.5M |
| Warwick Investment Management, Inc. | 1.63% | Reduce -37.8% | 158,866 | $11.3M |
| Physician Wealth Solutions Inc. | 4.63% | No change | 157,689 | $11.2M |
| Rehmann Capital Advisory Group | 0.58% | Reduce -0.7% | 156,704 | $11.1M |
| FCG Investment Co | 4.81% | — | 154,636 | $11.0M |
| Embree Financial Group | 1.29% | Add +0.2% | 153,893 | $10.9M |
| Envision Financial Planning, LLC | 3.95% | Add +0.9% | 153,828 | $10.9M |
| CFS Investment Advisory Services, LLC | 0.75% | Add +10.6% | 140,519 | $10.9M |
| Hughes Financial Services, LLC | 1.64% | Reduce -0.4% | 150,460 | $10.7M |
| Cedar Point Capital Partners, LLC | 6.77% | Add +3.3% | 147,007 | $10.4M |
| Savvy Advisors, Inc. | 0.28% | Add +54.9% | 147,005 | $10.4M |
| BostonPremier Wealth LLC | 5.36% | Add +4.0% | 146,202 | $10.4M |
| Rf&l Wealth Management, LLC | 7.74% | Reduce -0.3% | 145,850 | $10.3M |
| Atlantic Union Bankshares Corp | 0.20% | Add +4.7% | 143,447 | $10.2M |
| Tillman Hartley LLC | 2.52% | Reduce -0.3% | 141,469 | $10.0M |
| Private Advisor Group, LLC | 0.05% | Reduce -7.5% | 141,411 | $10.0M |
| Fund Evaluation Group, LLC | 0.31% | No change | 140,789 | $10.0M |
| Sowell Financial Services LLC | 0.37% | Reduce -0.7% | 139,563 | $9.9M |
| Harbour Investments, Inc. | 0.15% | Add +381.2% | 134,215 | $9.5M |
| Team Hewins, LLC | 2.83% | Add +364.2% | 134,127 | $9.5M |
| Coston, McIsaac & Partners | 2.12% | Add +5.9% | 132,731 | $9.4M |
| Herold Advisors, Inc. | 2.06% | Add +14.0% | 132,085 | $9.4M |
| Topsail Wealth Management, LLC | 1.32% | Add +23.8% | 126,220 | $9.0M |
| Greenwood Capital Associates LLC | 0.97% | Add +1.6% | 123,909 | $8.8M |
| VSM Wealth Advisory, LLC | 2.61% | Add +3.4% | 123,361 | $8.7M |
| Seneschal Advisors, LLC | 6.45% | Add +1.5% | 122,532 | $8.7M |
| Richard Young Associates, Ltd. | 6.57% | Reduce -0.3% | 122,016 | $8.7M |
| LVZ, Inc. | 0.95% | Add +15.0% | 117,174 | $8.3M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -3.0% | 116,709 | $8.3M |
| Bayshore Asset Management, LLC | 3.28% | Add +6.0% | 116,371 | $8.3M |
| Yardley Wealth Management LLC | 4.19% | Add +5.7% | 115,418 | $8.2M |
| XY Planning Network, Inc. | 1.29% | Add +6.6% | 113,071 | $8.1M |
| FMB Wealth Management | 3.33% | Add +0.9% | 113,450 | $8.0M |
| JDH Wealth Management, LLC | 5.39% | Reduce -0.7% | 112,768 | $8.0M |
| Altiora Financial Group, LLC | 1.30% | No change | 111,570 | $7.9M |
| Robertson Stephens Wealth Management, LLC | 0.22% | Reduce -0.2% | 110,707 | $7.9M |
| SeaBridge Investment Advisors LLC | 1.32% | Reduce -0.3% | 110,308 | $7.8M |
| Capstone Wealth Management, Inc. | 6.60% | Reduce -2.0% | 108,514 | $7.8M |
| Lauterbach Financial Advisors, LLC | 3.72% | Add +0.7% | 107,283 | $7.6M |
| Kondo Wealth Advisors, Inc. | 2.86% | Reduce -0.1% | 107,113 | $7.6M |
| First National Bank & Trust Co. of Newtown | 1.61% | Reduce -9.7% | 105,467 | $7.5M |
| Quantum Financial Advisors, LLC | 0.83% | No change | 104,854 | $7.4M |
| CPA Asset Management Group, LLC | 2.48% | Reduce -5.2% | 104,409 | $7.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.8% | 104,052 | $7.4M |
| Semitam Bonam LLC | 5.94% | Add +2.3% | 102,477 | $7.3M |
| Ridgeline Wealth, LLC | 5.10% | Add +9.7% | 100,326 | $7.1M |
| Burk Holdings LLC | 3.03% | Add +9.7% | 99,833 | $7.1M |
| Arista Wealth Management, LLC | 0.86% | Add +317.2% | 99,462 | $7.1M |
| Tortoise Investment Management, LLC | 0.57% | Add +7.1% | 97,251 | $6.9M |
| EnRich Financial Partners LLC | 1.82% | Reduce -0.2% | 96,909 | $6.9M |
| CVA Family Office, LLC | 0.70% | Add +15.8% | 93,212 | $6.6M |
| EverSource Wealth Advisors, LLC | 0.20% | Add +4.2% | 93,133 | $6.6M |
| Gradient Investments LLC | 0.10% | Add +6.4% | 92,817 | $6.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.37% | Reduce -2.9% | 92,337 | $6.5M |
| Aurelius Family Office LLC | 2.82% | Reduce -3.5% | 91,424 | $6.5M |
| Pathstone Holdings, LLC | 0.03% | Add +0.2% | 89,394 | $6.3M |
| FMR LLC | 0.00% | Add +4.9% | 88,165 | $6.3M |
| Gemmer Asset Management LLC | 0.49% | Add +2.4% | 88,096 | $6.2M |
| Bridgewater Advisors Inc. | 0.37% | Reduce -0.0% | 76,773 | $6.2M |
| Innovative Wealth Building LLC | 4.34% | Reduce -0.4% | 87,036 | $6.2M |
| RFG Advisory, LLC | 0.11% | Reduce -3.4% | 86,390 | $6.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -0.4% | 85,027 | $6.0M |
| Diversify Wealth Management, LLC | 0.11% | New | 76,933 | $6.0M |
| Elm Partners Management LLC | 0.25% | Add +20.4% | 85,046 | $5.9M |
| United Capital Financial Advisors, LLC | 0.04% | Add +0.7% | 82,369 | $5.8M |
| Symmetry Partners, LLC | 0.33% | Reduce -6.9% | 81,478 | $5.8M |
| DBK Financial Counsel, LLC | 4.31% | Add +12.3% | 80,285 | $5.7M |
| Clearstead Advisors, LLC | 0.05% | Reduce -0.5% | 78,463 | $5.6M |
| Dopkins Wealth Management, LLC | 2.21% | Reduce -2.3% | 77,483 | $5.5M |
| Vantage Point Financial LLC | 1.93% | Reduce -4.8% | 77,310 | $5.5M |
| Oakmont Advisory Group, LLC | 5.46% | Add +54.0% | 75,653 | $5.4M |
| Bluespring Wealth Management, LLC | 0.46% | Reduce -0.4% | 75,045 | $5.3M |
| Virtue Asset Management LLC | 4.27% | No change | 73,836 | $5.2M |
| CLG LLC | 1.29% | Add +7.6% | 73,257 | $5.2M |
| Independent Wealth Network Inc. | 1.54% | Add +6.8% | 73,185 | $5.2M |
| GK Wealth Management LLC | 4.51% | New | 75,323 | $5.2M |
| DWR Wealth Management, LLC | 4.51% | Add +97.6% | 75,323 | $5.2M |
| Oak Wealth Advisors LLC | 2.85% | Reduce -0.1% | 73,114 | $5.2M |
| Financial Connections Group, Inc. | 1.77% | Add +1.8% | 71,943 | $5.1M |
| Avant Financial Advisors LLC | 3.49% | Add +0.8% | 69,985 | $5.0M |
| Waverly Advisors, LLC | 0.04% | Add +0.0% | 69,769 | $4.9M |
| Exencial Wealth Advisors, LLC | 0.15% | Reduce -6.1% | 69,540 | $4.9M |
| Nova R Wealth, Inc. | 1.56% | Add +166.0% | 68,985 | $4.9M |
| Factor Wealth Management LTD | 0.92% | Add +9.0% | 68,883 | $4.9M |
| Frankly Finances, LLC | 4.33% | No change | 67,435 | $4.8M |
| Ariadne Wealth Management, LP | 2.15% | Reduce -1.5% | 67,411 | $4.8M |
| Baker Tilly Wealth Management, LLC | 1.16% | Add +0.7% | 67,387 | $4.8M |
| Advisory Services Network, LLC | 0.06% | Add +2.8% | 66,073 | $4.7M |
| Vestia Personal Wealth Advisors | 2.19% | Add +0.0% | 65,777 | $4.7M |
| Capital Investment Management, Inc. | 1.59% | Add +7.8% | 65,312 | $4.6M |
| Hardy Reed LLC | 0.33% | No change | 64,006 | $4.5M |
| CPC Advisors, LLC | 0.73% | Add +0.0% | 63,761 | $4.5M |
| Fischer Investment Strategies, LLC | 2.63% | Reduce -12.1% | 63,504 | $4.5M |
| Andrews, Lucia Wealth Management LLC | 2.64% | Add +31.3% | 62,374 | $4.4M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +6.9% | 60,919 | $4.3M |
| Brown Advisory Inc. | 0.01% | Add +2.8% | 60,032 | $4.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +12.9% | 59,744 | $4.2M |
| CWA Asset Management Group, LLC | 0.14% | Reduce -1.1% | 58,792 | $4.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Reduce -3.2% | 58,294 | $4.1M |
| HTG Investment Advisors, Inc. | 1.17% | No change | 57,907 | $4.1M |
| Sand Hill Global Advisors, LLC | 0.14% | Reduce -0.6% | 57,141 | $4.1M |
| Werba Rubin Papier Wealth Management | 0.56% | Reduce -2.1% | 57,135 | $4.1M |
| MPWM Advisory Solutions, LLC | 2.09% | Reduce -1.7% | 55,624 | $3.9M |
| Clarity Capital Advisors, LLC | 1.84% | Add +0.1% | 55,576 | $3.9M |
| Arax Advisory Partners | 0.11% | Reduce -84.7% | 54,647 | $3.9M |
| Squire Investment Management Company, LLC | 1.08% | Add +1.3% | 55,048 | $3.9M |
| L.K. Benson & Company, P.C. | 1.28% | Add +0.1% | 54,738 | $3.9M |
| Nemes Rush Group LLC | 0.37% | Add +185.2% | 54,361 | $3.9M |
| Beaird Harris Wealth Management, LLC | 0.26% | No change | 53,959 | $3.8M |
| Clark Asset Management, LLC | 0.36% | Add +0.0% | 53,612 | $3.8M |
| Ballentine Partners, LLC | 0.05% | Reduce -2.8% | 53,119 | $3.8M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -1.3% | 51,866 | $3.7M |
| Websterrogers Financial Advisors, LLC | 1.04% | Reduce -4.5% | 51,344 | $3.6M |
| Bank of Montreal | 0.00% | Add +0.2% | 50,970 | $3.6M |
| Elevate Wealth Advisory, Inc. | 2.25% | Add +24.2% | 50,255 | $3.6M |
| Lodestone Wealth Management LLC | 1.41% | Add +4.3% | 50,004 | $3.5M |
| Forteris Wealth Management Inc. | 3.39% | Reduce -0.1% | 49,935 | $3.5M |
| Cresset Asset Management, LLC | 0.02% | Reduce -0.8% | 49,558 | $3.5M |
| Sterling Wealth Management, Inc. | 0.95% | Add +0.0% | 48,891 | $3.5M |
| Red Door Wealth Management, LLC | 0.36% | Add +0.0% | 48,690 | $3.5M |
| Financial Council, LLC | 1.32% | No change | 48,387 | $3.4M |
| Cwm, LLC | 0.01% | Add +1.6% | 47,973 | $3.4M |
| Berger Financial Group, Inc | 0.19% | Add +5.3% | 47,914 | $3.4M |
| Canvas Wealth Advisors, LLC | 0.57% | Reduce -35.2% | 47,221 | $3.3M |
| IHT Wealth Management, LLC | 0.08% | Add +137.5% | 47,137 | $3.3M |
| Everest Financial Group LLC | 0.55% | New | 46,954 | $3.3M |
| V2 Financial group LLC | 1.52% | New | 46,168 | $3.3M |
| Pinnacle Wealth Planning Services, Inc. | 0.33% | Add +0.3% | 45,487 | $3.2M |
| Ponta Wealth Partners, LLC | 2.56% | Add +27.8% | 44,957 | $3.2M |
| Navigate Wealth Management, LLC | 2.19% | — | 40,540 | $3.1M |
| Caerus Investment Advisors, LLC | 1.28% | Reduce -2.6% | 42,869 | $3.0M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -0.3% | 42,802 | $3.0M |
| Abacus Wealth Partners, LLC | 0.28% | Add +54.0% | 42,722 | $3.0M |
| Acorn Wealth Advisors, LLC | 0.88% | Add +0.0% | 42,388 | $3.0M |
| Twin Cities Retirement Group LLC | 2.74% | Add +4.0% | 42,296 | $3.0M |
| 21 West Wealth Management LLC | 2.76% | Add +1.6% | 41,850 | $3.0M |
| Retirement Planning Group, LLC | 0.09% | Reduce -4.1% | 41,423 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +8.3% | 40,893 | $2.9M |
| Shearwater Capital LLC | 1.52% | Add +0.1% | 40,887 | $2.9M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.0% | 40,872 | $2.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.31% | Reduce -0.3% | 40,650 | $2.9M |
| Northern Trust Corp. | 0.00% | No change | 40,149 | $2.8M |
| Curio Wealth, LLC | 0.97% | Add +9.3% | 40,001 | $2.8M |
| LRI Investments, LLC | 0.25% | Add +0.2% | 39,815 | $2.8M |
| Brooklyn FI, LLC | 0.59% | Reduce -1.8% | 39,673 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -13.3% | 39,619 | $2.8M |
| Poinciana Advisors Group, LLC | 2.19% | Reduce -1.4% | 39,169 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +398.7% | 39,146 | $2.8M |
| Lam Group, Inc. | 1.52% | No change | 39,042 | $2.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +12.8% | 38,849 | $2.8M |
| Donalies Financial Planning, LLC | 2.32% | Reduce -0.7% | 38,463 | $2.7M |
| Kane Co Wealth Management, Inc. | 2.21% | Reduce -3.0% | 36,977 | $2.6M |
| Centennial Bank | 0.94% | Reduce -47.8% | 36,789 | $2.6M |
| Walleye Partners, LLC | 3.19% | Add +3.3% | 36,580 | $2.6M |
| NBT Bank, N.A. | 0.17% | Add +24365.5% | 36,209 | $2.6M |
| RAM Investment Partners, LLC | 0.45% | Add +65.4% | 36,112 | $2.6M |
| Applied Capital LLC | 0.95% | Add +68.3% | 35,929 | $2.5M |
| Washington Trust Advisors, Inc. | 0.21% | Reduce -0.7% | 35,915 | $2.5M |
| True Wealth Design, LLC | 0.70% | Reduce -2.9% | 35,744 | $2.5M |
| Merited Wealth, LLC | 2.10% | Add +13.5% | 35,673 | $2.5M |
| Lido Advisors, LLC | 0.01% | Add +0.1% | 35,567 | $2.5M |
| EP Wealth Advisors, LLC | 0.01% | Add +10.3% | 35,407 | $2.5M |
| LJI Wealth Management, LLC | 0.40% | Reduce -51.7% | 35,203 | $2.5M |
| Accurate Wealth Management, LLC | 0.30% | Add +6.7% | 33,536 | $2.5M |
| ETF Portfolio Partners, Inc. | 0.65% | No change | 34,999 | $2.5M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 34,189 | $2.4M |
| Physician Wealth Advisors, Inc. | 0.34% | Add +0.1% | 34,152 | $2.4M |
| Amarillo National Bank | 0.43% | No change | 34,028 | $2.4M |
| Life Planning Partners, Inc | 1.82% | Add +2.9% | 33,693 | $2.4M |
| Heck Capital Advisors, LLC | 0.18% | Add +67.8% | 33,386 | $2.4M |
| McIlrath & Eck, LLC | 0.18% | Add +481.2% | 33,239 | $2.4M |
| &partners | 0.01% | Add +46.0% | 32,508 | $2.3M |
| Monograph Wealth Advisors, LLC | 0.21% | Add +3.2% | 31,955 | $2.3M |
| Parsons Capital Management Inc. | 0.10% | Add +20.6% | 31,888 | $2.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +10.5% | 31,765 | $2.3M |
| Pinnacle Financial Partners, Inc. | 0.02% | No change | 31,688 | $2.2M |
| Kavar Capital Partners Group, LLC | 0.28% | Add +0.0% | 31,256 | $2.2M |
| Allium Financial Advisors, LLC | 1.78% | No change | 31,246 | $2.2M |
| FFT Wealth Management LLC | 0.40% | Reduce -29.7% | 31,232 | $2.2M |
| Old Peak Finance LLC | 1.29% | No change | 31,108 | $2.2M |
| Align Financial, LLC | 1.25% | Reduce -98.6% | 31,015 | $2.2M |
| SJS Investment Consulting Inc. | 0.27% | No change | 30,775 | $2.2M |
| Avestar Capital, LLC | 0.15% | Reduce -2.8% | 30,206 | $2.1M |
| Yoder Wealth Management, Inc. | 0.97% | Add +0.1% | 30,150 | $2.1M |
| Merit Financial Group, LLC | 0.02% | Add +3.4% | 30,147 | $2.1M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 29,864 | $2.1M |
| BCO Wealth Management LLC | 1.27% | No change | 29,835 | $2.1M |
| E-Wealth Partners, LLC | 1.70% | Add +5.4% | 29,534 | $2.1M |
| Aprio Wealth Management, LLC | 0.11% | Add +0.4% | 29,414 | $2.1M |
| Syverson Strege & Co | 0.49% | Reduce -2.5% | 28,764 | $2.0M |
| Dodds Wealth, LLC | 0.49% | Add +0.1% | 28,379 | $2.0M |
| Signaturefd, LLC | 0.03% | No change | 28,111 | $2.0M |
| Cambridge Financial Group, LLC | 0.67% | Reduce -18.7% | 28,106 | $2.0M |
| Winthrop Advisory Group LLC | 0.16% | Add +0.1% | 28,069 | $2.0M |
| US Bancorp \de | 0.00% | Add +2.3% | 27,871 | $2.0M |
| Sensible Money, LLC | 0.60% | Add +3.6% | 27,808 | $2.0M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +0.2% | 27,688 | $2.0M |
| Integrated Advisors Network LLC | 0.10% | Add +2.0% | 27,033 | $1.9M |
| Diversified Portfolios, Inc. | 0.16% | Add +158.1% | 27,010 | $1.9M |
| Allegiance Financial Group Advisory Services LLC | 0.38% | Add +0.4% | 26,789 | $1.9M |
| Biltmore Family Office, LLC | 0.26% | Reduce -1.5% | 26,415 | $1.9M |
| Glass Jacobson Investment Advisors llc | 0.65% | Reduce -2.7% | 26,394 | $1.9M |
| Lakeshore Financial Planning, Inc. | 0.68% | Add +3.2% | 26,317 | $1.9M |
| Belleair Asset Management, LLC | 1.67% | Add +0.9% | 25,813 | $1.8M |
| Nicholas Hoffman & Company, LLC. | 0.04% | Reduce -0.1% | 25,432 | $1.8M |
| FAS Wealth Partners, Inc. | 0.11% | Add +0.2% | 25,227 | $1.8M |
| WNY Asset Management, LLC | 0.18% | — | 24,587 | $1.7M |
| 49 Wealth Management, LLC | 0.13% | Add +0.2% | 24,491 | $1.7M |
| Citrine Capital LLC | 0.75% | No change | 24,476 | $1.7M |
| Verdence Capital Advisors LLC | 0.10% | No change | 24,387 | $1.7M |
| Parallel Advisors, LLC | 0.03% | No change | 24,121 | $1.7M |
| Falcon Wealth Planning | 0.12% | Add +0.0% | 24,118 | $1.7M |
| Midwest Trust Co | 0.02% | No change | 23,874 | $1.7M |
| Independent Financial Group, LLC | 0.04% | Reduce -0.4% | 23,847 | $1.7M |
| Bell Bank | 0.07% | Reduce -0.4% | 23,825 | $1.7M |
| JT Stratford LLC | 0.22% | Add +11.0% | 23,814 | $1.7M |
| Silver Oak Advisory Group, Inc. | 0.73% | Reduce -0.6% | 23,735 | $1.7M |
| K2 Financial Inc. | 1.22% | Add +0.6% | 21,668 | $1.7M |
| AE Wealth Management LLC | 0.01% | Add +6.0% | 23,569 | $1.7M |
| Smith Chas P & Associates Pa Cpas | 0.09% | Add +25.8% | 23,567 | $1.7M |
| Truepoint, Inc. | 0.04% | Reduce -1.7% | 23,408 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Add +110.4% | 23,195 | $1.6M |
| Red Tortoise LLC | 0.69% | Add +0.1% | 23,182 | $1.6M |
| Empowered Funds, LLC | 0.01% | Reduce -55.5% | 23,069 | $1.6M |
| Samalin Investment Counsel, LLC | 0.58% | Add +10.3% | 23,018 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Reduce -4.3% | 22,559 | $1.6M |
| Market Street Wealth Management Advisors LLC | 0.25% | No change | 22,245 | $1.6M |
| Beacon Financial Strategies CORP | 0.90% | No change | 22,239 | $1.6M |
| Five Oceans Advisors | 0.57% | No change | 22,188 | $1.6M |
| Wick Capital Partners, LLC | 0.28% | No change | 21,979 | $1.6M |
| Long Island Wealth Management, Inc. | 0.72% | No change | 21,929 | $1.6M |
| SwitchPoint Financial Planning, LLC | 1.03% | No change | 21,451 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | No change | 21,413 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +19.4% | 21,121 | $1.5M |
| Jacobi Capital Management LLC | 0.08% | New | 20,980 | $1.5M |
| MBM Wealth Consultants, LLC | 0.34% | No change | 20,831 | $1.5M |
| Keybank National Association | 0.01% | Reduce -0.5% | 20,431 | $1.4M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1.10% | Reduce -7.4% | 20,401 | $1.4M |
| Parkside Financial Bank & Trust | 0.11% | No change | 19,463 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | No change | 19,340 | $1.4M |
| BWM Planning, LLC | 0.36% | No change | 19,330 | $1.4M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +0.3% | 18,837 | $1.3M |
| Apollon Financial, LLC | 0.18% | No change | 18,806 | $1.3M |
| Mosaic Family Wealth Partners, LLC | 0.13% | Add +1.1% | 18,549 | $1.3M |
| Parkside Investments, LLC | 0.16% | No change | 18,470 | $1.3M |
| Vistica Wealth Advisors, LLC | 1.30% | No change | 18,392 | $1.3M |
| First Financial Group Corp | 1.05% | No change | 18,170 | $1.3M |
| Professional Financial Advisors, LLC | 0.26% | Add +0.8% | 17,881 | $1.3M |
| CRA Financial Services, LLC | 0.16% | No change | 17,805 | $1.3M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -1.2% | 17,682 | $1.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +0.2% | 17,486 | $1.2M |
| Wesbanco Bank Inc. | 0.03% | No change | 17,312 | $1.2M |
| Fifth Third Bancorp | 0.00% | Reduce -24.7% | 17,031 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | No change | 17,015 | $1.2M |
| Aviance Capital Partners, LLC | 0.14% | No change | 16,986 | $1.2M |
| Harbor Asset Planning, Inc. | 1.01% | Add +6.6% | 16,901 | $1.2M |
| Tactive Advisors, LLC | 0.34% | No change | 16,802 | $1.2M |
| Mather Group, Llc. | 0.01% | Add +9.9% | 16,787 | $1.2M |
| Triad Wealth Partners, LLC | 0.09% | Reduce -7.5% | 16,782 | $1.2M |
| Texas Yale Capital Corp. | 0.03% | No change | 16,575 | $1.2M |
| Kovack Advisors, Inc. | 0.06% | Add +0.8% | 16,525 | $1.2M |
| SpringVest Wealth Management LLC | 0.80% | Add +32.1% | 16,542 | $1.2M |
| Archford Capital Strategies, LLC | 0.13% | New | 16,533 | $1.2M |
| M&T Bank Corp | 0.00% | Reduce -0.0% | 16,494 | $1.2M |
| BIP Wealth, LLC | 0.05% | Add +209.2% | 16,482 | $1.2M |
| Valued Wealth Advisors LLC | 0.47% | Add +0.5% | 16,334 | $1.2M |
| LifeSteps Financial, Inc. | 0.73% | New | 16,282 | $1.2M |
| NorthCrest Asset Manangement, LLC | 0.04% | No change | 15,999 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -30.3% | 15,974 | $1.1M |
| Avantax Planning Partners, Inc. | 0.03% | No change | 15,830 | $1.1M |
| W1M Asset Management Ltd | 0.01% | No change | 15,741 | $1.1M |
| Onyx Financial Advisors, LLC | 0.46% | Add +0.0% | 15,743 | $1.1M |
| Simplicity Wealth,LLC | 0.06% | Add +0.7% | 15,677 | $1.1M |
| Clarity Wealth Development LLC | 0.90% | Reduce -2.4% | 15,489 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.24% | Add +0.1% | 15,471 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -35.9% | 15,458 | $1.1M |
| Financial Plan, Inc. | 0.12% | No change | 15,393 | $1.1M |
| Western Wealth Management, LLC | 0.04% | Reduce -4.3% | 15,010 | $1.1M |
| 25 LLC | 0.33% | Reduce -0.9% | 14,963 | $1.1M |
| Vigil Wealth Management, LLC | 0.85% | Add +0.7% | 14,855 | $1.1M |
| North Ridge Wealth Advisors, Inc. | 0.58% | No change | 14,584 | $1.0M |
| Mustard Seed Financial, LLC | 0.61% | Add +8.0% | 14,447 | $1.0M |
| Montz Harcus Wealth Management LLC | 0.41% | Add +0.2% | 14,415 | $1.0M |
| Francis Financial, Inc. | 0.19% | No change | 14,400 | $1.0M |
| Avail Investment Partners, LLC | 1.09% | — | 14,328 | $1.0M |
| Investment Research Partners LLC | 0.41% | Add +0.1% | 14,328 | $1.0M |
| WorthPointe, LLC | 0.28% | Reduce -53.7% | 14,248 | $1.0M |
| WestHill Financial Advisors, Inc. | 0.19% | Reduce -3.3% | 14,223 | $1.0M |
| Beacon Financial Advisory LLC | 0.23% | Reduce -0.5% | 14,205 | $1.0M |
| Summit Asset Management, LLC | 0.14% | Reduce -1.9% | 14,077 | $998K |
| Prism Planning Partners LLC | 1.17% | Add +0.0% | 13,997 | $993K |
| Financial Harvest, LLC | 0.58% | No change | 13,993 | $992K |
| Synergy Asset Management, LLC | 0.10% | Add +35.5% | 13,925 | $987K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | Add +1.5% | 13,868 | $983K |
| Prestige Wealth Management Group LLC | 0.19% | Reduce -2.0% | 13,854 | $982K |
| TD Waterhouse Canada Inc. | 0.00% | Add +36.9% | 13,628 | $974K |
| Huntington National Bank | 0.01% | New | 13,621 | $966K |
| Measured Wealth Private Client Group, LLC | 0.26% | Reduce -0.7% | 13,456 | $954K |
| Forum Private Client Group LLC | 0.32% | Add +5.0% | 13,427 | $952K |
| Cathy Pareto & Associates, Inc. | 0.64% | Add +0.3% | 13,409 | $951K |
| SP Asset Management LLC | 0.08% | Add +0.2% | 13,152 | $933K |
| Naples Global Advisors, LLC | 0.07% | No change | 13,152 | $933K |
| Milestone Asset Management Group, LLC | 0.54% | Add +0.3% | 13,136 | $931K |
| Calydon Capital | 0.15% | Add +0.2% | 13,130 | $931K |
| Innovative Asset Advisors Group, LLC | 0.54% | — | 13,098 | $929K |
| Builder Investment Group Inc. | 0.20% | Add +23.9% | 12,971 | $920K |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.9% | 12,950 | $918K |
| Cogent Private Wealth, Inc. | 0.66% | Add +1.7% | 12,898 | $915K |
| Ritholtz Wealth Management | 0.02% | Reduce -18.5% | 12,866 | $912K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -4.9% | 12,819 | $909K |
| WPWealth LLP | 0.14% | New | 12,812 | $908K |
| XTX Topco Ltd | 0.02% | New | 12,671 | $899K |
| Private Advisory Group LLC | 0.06% | Add +22.1% | 12,651 | $897K |
| IFG Advisors, LLC | 0.15% | No change | 12,634 | $896K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -5.4% | 12,536 | $889K |
| Magnolia Private Wealth, LLC | 0.59% | Reduce -15.9% | 12,449 | $883K |
| GTS Securities LLC | 0.03% | Add +154.5% | 12,419 | $881K |
| Hanover Advisors Inc. | 0.36% | No change | 12,397 | $879K |
| Franklin Resources Inc. | 0.00% | Add +0.2% | 12,355 | $876K |
| Evoke Wealth, LLC | 0.02% | No change | 12,322 | $874K |
| NorthRock Partners, LLC | 0.01% | Add +0.2% | 12,315 | $873K |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.8% | 12,224 | $867K |
| Private Management Group Inc. | 0.02% | Reduce -0.4% | 12,193 | $865K |
| Center for Financial Planning, Inc. | 0.09% | No change | 12,183 | $864K |
| Phillips Financial Management, LLC | 0.06% | Reduce -7.8% | 12,175 | $863K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -0.4% | 12,164 | $863K |
| Shira Ridge Wealth Management | 0.34% | Reduce -0.7% | 12,158 | $862K |
| Facet Wealth, Inc. | 0.01% | New | 12,148 | $861K |
| Montag A & Associates Inc. | 0.04% | No change | 12,139 | $861K |
| Wealthspan Partners, LLC | 0.30% | No change | 12,104 | $858K |
| Ascentis Independent Advisors | 0.06% | Add +19.1% | 12,085 | $857K |
| Gambit Capital Management, LLC | 0.61% | Reduce -0.1% | 12,076 | $856K |
| Wealth Enhancement Trust Services, Inc. | 0.10% | No change | 12,053 | $855K |
| Everhart Financial Group, Inc. | 0.07% | Reduce -2.5% | 12,019 | $852K |
| Family Investment Center, Inc. | 0.16% | Reduce -0.5% | 12,009 | $852K |
| Safeguard Investment Advisory Group, LLC | 0.23% | Reduce -1.6% | 11,945 | $847K |
| McCartney Wealth Management LLC | 0.70% | No change | 11,790 | $836K |
| Geneos Wealth Management Inc. | 0.02% | No change | 11,730 | $832K |
| Klingman & Associates, LLC | 0.04% | No change | 11,724 | $831K |
| Curi Capital, LLC | 0.01% | Add +0.2% | 11,568 | $820K |
| Commerce Bank | 0.00% | Add +1.6% | 11,564 | $820K |
| Trademark Financial Management, LLC | 0.40% | No change | 11,500 | $815K |
| Signature Wealth Management Group | 0.31% | Add +56.9% | 11,444 | $812K |
| Leavell Investment Management, Inc. | 0.03% | Add +14.5% | 11,376 | $807K |
| World Investment Advisors | 0.01% | Reduce -0.1% | 11,366 | $806K |
| marrick wealth, LLC | 0.68% | Add +101.0% | 11,339 | $804K |
| Robinson Smith Wealth Advisors LLC | 0.54% | Add +287.7% | 11,255 | $798K |
| Fortis Capital Advisors, LLC | 0.10% | No change | 11,074 | $785K |
| Belpointe Asset Management LLC | 0.03% | No change | 11,074 | $785K |
| Seaside Wealth Management, Inc. | 0.22% | No change | 10,987 | $779K |
| Williams & Novak, LLC | 0.57% | Reduce -6.2% | 10,692 | $764K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | No change | 10,534 | $747K |
| Sterling Financial Planning, Inc. | 0.22% | Add +0.1% | 10,421 | $739K |
| Natixis Advisors, LLC | 0.00% | New | 10,410 | $738K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 10,263 | $737K |
| waypoint wealth counsel | 0.38% | No change | 10,394 | $737K |
| Csenge Advisory Group | 0.03% | Reduce -3.9% | 10,372 | $735K |
| Nalls Sherbakoff Group, LLC | 0.53% | Add +0.2% | 10,243 | $726K |
| TruNorth Capital Management, LLC | 0.14% | No change | 10,228 | $725K |
| Janney Montgomery Scott LLC | 0.00% | Add +16.7% | 10,207 | $724K |
| Condor Capital Management | 0.06% | No change | 10,093 | $716K |
| Sfmg, LLC | 0.05% | Add +0.0% | 10,088 | $715K |
| Coldstream Capital Management Inc. | 0.01% | No change | 10,027 | $711K |
| Towneley Capital Management, Inc / DE | 0.15% | Add +0.2% | 9,969 | $707K |
| Avondale Wealth Management | 0.35% | Add +1.4% | 9,936 | $705K |
| Geometric Wealth Advisors | 0.09% | No change | 9,885 | $701K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -0.3% | 9,636 | $683K |
| Visionary Wealth Advisors | 0.03% | Add +6.0% | 9,616 | $682K |
| Compass Ion Advisors, LLC | 0.06% | Add +0.1% | 9,610 | $681K |
| Stephens Inc. | 0.01% | New | 9,608 | $681K |
| Cross Staff Investments Inc | 0.34% | No change | 9,576 | $679K |
| Brogan Financial, Inc. | 0.30% | Add +0.2% | 9,572 | $679K |
| R. W. Roge & Company, Inc. | 0.32% | Reduce -0.6% | 9,555 | $677K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +0.1% | 9,544 | $677K |
| Stratos Investment Management, LLC | 0.03% | Add +0.1% | 9,483 | $672K |
| Essex Financial Services, Inc. | 0.04% | Reduce -3.4% | 9,322 | $661K |
| Quarry Hill Advisors, LLC | 0.27% | No change | 8,511 | $659K |
| Centric Wealth Management | 0.13% | No change | 8,402 | $657K |
| Sincerus Advisory, LLC | 0.50% | Add +1.4% | 9,264 | $657K |
| BlackRock, Inc. | 0.00% | Add +2.3% | 9,200 | $652K |
| Intelligent Financial Strategies | 0.34% | No change | 9,115 | $646K |
| CENTRAL TRUST Co | 0.01% | Reduce -2.9% | 8,994 | $638K |
| Ironwood Financial, llc | 0.11% | No change | 8,898 | $631K |
| Cape Investment Advisory, Inc. | 0.21% | Reduce -0.2% | 8,884 | $630K |
| Composition Wealth, LLC | 0.01% | No change | 8,832 | $626K |
| Vance Wealth, LLC | 0.18% | Add +2.7% | 8,820 | $625K |
| Leo Wealth, LLC | 0.05% | Reduce -27.9% | 8,797 | $624K |
| Boyce & Associates Wealth Consulting, Inc. | 0.47% | Add +0.5% | 8,768 | $622K |
| Great Oak Capital Partners, LLC | 0.14% | Add +0.3% | 8,325 | $614K |
| First Bancorp, Inc | 0.30% | No change | 8,600 | $610K |
| Drucker Wealth 3.0, LLC | 0.11% | New | 8,588 | $609K |
| Montis Financial, LLC | 0.13% | Reduce -0.9% | 8,556 | $607K |
| Madrona Financial Services, LLC | 0.13% | No change | 8,547 | $606K |
| Kelly Financial Group LLC | 0.15% | Add +9.9% | 8,479 | $601K |
| Triumph Capital Management | 0.12% | Add +0.1% | 8,301 | $589K |
| Aspect Partners, LLC | 0.24% | No change | 8,195 | $581K |
| Soltis Investment Advisors LLC | 0.04% | Add +0.2% | 8,157 | $578K |
| Compound Planning, Inc. | 0.02% | Add +0.1% | 8,087 | $573K |
| Rockwood Wealth Management, LLC | 0.04% | No change | 8,056 | $571K |
| BDFS Capital LLC | 0.27% | Add +1.1% | 8,043 | $570K |
| Western Reserve Capital Management, LLC | 0.47% | Add +62.0% | 8,030 | $569K |
| Signal Advisors Wealth, LLC | 0.04% | No change | 8,020 | $569K |
| Stewardship Advisors, LLC | 0.13% | Add +1.8% | 7,959 | $564K |
| TPG Financial Advisors, LLC | 0.18% | No change | 7,946 | $563K |
| Park Avenue Securities LLC | 0.00% | No change | 7,942 | $563K |
| Foster Dykema Cabot & Partners, LLC | 0.04% | No change | 7,908 | $561K |
| Sei Investments Co. | 0.00% | Add +162.6% | 7,878 | $559K |
| Prudent Man Investment Management, Inc. | 0.19% | No change | 7,466 | $554K |
| Bokf, NA | 0.01% | No change | 7,806 | $554K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -5.5% | 7,794 | $553K |
| Waldron Private Wealth LLC | 0.02% | Add +1.0% | 7,791 | $552K |
| Allied Investment Advisors, LLC | 0.08% | No change | 7,752 | $550K |
| DAVENPORT & Co LLC | 0.00% | Reduce -26.7% | 7,727 | $548K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 7,682 | $545K |
| Cladis Investment Advisory, LLC | 0.29% | Add +7.6% | 7,546 | $535K |
| Peavine Capital, LLC | 0.12% | No change | 7,433 | $527K |
| Westwood Wealth Management | 0.21% | Add +2.3% | 7,420 | $526K |
| Nicolet Bankshares Inc. | 0.02% | Reduce -4.3% | 7,400 | $525K |
| Traction Financial Partners, LLC | 0.32% | Reduce -3.8% | 7,309 | $518K |
| Stirlingshire Investments, Inc. | 0.45% | Add +49.8% | 7,289 | $517K |
| Legacy Capital Wealth Partners, LLC | 0.11% | Add +0.1% | 7,248 | $514K |
| Cloud Capital Management, LLC | 0.22% | New | 7,392 | $510K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 7,190 | $510K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -56.0% | 7,161 | $508K |
| PCG Wealth Advisors, LLC | 0.13% | No change | 7,154 | $507K |
| Autumn Glory Partners, LLC | 0.19% | Add +105.8% | 7,108 | $504K |
| Becker Capital Management Inc. | 0.01% | No change | 7,049 | $500K |
| Wells Fargo & Company | 0.00% | Reduce -44.8% | 7,040 | $499K |
| Net Worth Advisory Group | 0.10% | Add +0.2% | 7,031 | $499K |
| Bridge Generations Wealth Management LLC | 0.29% | Reduce -16.1% | 7,013 | $497K |
| Wealthcare Capital Management LLC | 0.05% | New | 6,977 | $495K |
| Evergreen Capital Management LLC | 0.01% | No change | 6,933 | $492K |
| Advisory Alpha, LLC | 0.01% | Add +26.6% | 6,922 | $491K |
| Faithward Advisors, LLC | 0.07% | Reduce -15.2% | 6,905 | $490K |
| Demming Financial Services Corp. | 0.35% | Add +0.3% | 6,872 | $487K |
| New Dimensions Wealth Management, LLC | 0.41% | Reduce -0.7% | 6,860 | $486K |
| QRG Capital Management, Inc. | 0.01% | Reduce -24.0% | 6,802 | $482K |
| CreativeOne Wealth, LLC | 0.01% | Add +2.1% | 6,747 | $478K |
| Integrity Wealth Solutions LLC | 0.19% | Add +3.4% | 6,719 | $476K |
| Baron Silver Stevens Financial Advisors, LLC | 0.07% | No change | 6,684 | $474K |
| First Western Trust Bank | 0.02% | Reduce -16.6% | 6,670 | $473K |
| Shared Vision Wealth Group LLC | 0.19% | No change | 6,633 | $470K |
| Financial Insights, Inc. | 0.15% | No change | 6,631 | $470K |
| Signature Resources Capital Management, LLC | 0.22% | No change | 6,606 | $468K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -2.0% | 6,572 | $466K |
| Westmount Partners, LLC | 0.11% | Add +43.3% | 6,536 | $464K |
| Penobscot Wealth Management | 0.14% | No change | 6,519 | $462K |
| Accredited Investors Inc. | 0.02% | Add +83.7% | 6,474 | $459K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +59.9% | 6,436 | $456K |
| Acorn Financial Advisory Services Inc. | 0.06% | Reduce -22.8% | 6,308 | $447K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +3.1% | 6,238 | $442K |
| Grey Ledge Advisors, LLC | 0.10% | Reduce -3.1% | 6,153 | $436K |
| Norden Group LLC | 0.04% | Add +0.3% | 6,111 | $433K |
| Northeast Planning Associates, Inc. / NH / | 0.29% | Reduce -2.4% | 6,101 | $433K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Reduce -9.9% | 6,097 | $432K |
| Washington Trust Bank | 0.03% | No change | 6,013 | $426K |
| Two Sigma Investments, LP | 0.00% | New | 6,000 | $425K |
| Busey Bank | 0.01% | Reduce -1.4% | 5,999 | $425K |
| Empower Advisory Group, LLC | 0.00% | Reduce -12.0% | 5,957 | $422K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +12.6% | 5,911 | $419K |
| Brady Martz Wealth Solutions, LLC | 0.07% | Add +0.7% | 5,909 | $419K |
| Mayflower Financial Advisors, LLC | 0.05% | New | 5,891 | $418K |
| Advyzon Investment Management, LLC | 0.04% | New | 5,886 | $417K |
| Orrstown Financial Services Inc. | 0.07% | No change | 5,881 | $417K |
| Lionshead Wealth Management, LLC | 0.31% | Reduce -19.0% | 5,872 | $416K |
| Rebalance, LLC | 0.02% | Add +0.2% | 5,867 | $416K |
| Strathmore Capital Advisors, Inc. | 0.12% | Add +0.1% | 5,344 | $416K |
| Sharkey, Howes & Javer | 0.06% | Add +0.2% | 5,864 | $416K |
| Birchcreek Wealth Management, LLC | 0.20% | Add +29.1% | 5,864 | $416K |
| Mutual Advisors, LLC | 0.01% | Add +66.5% | 5,862 | $416K |
| Essential Planning, LLC. | 0.13% | Reduce -0.1% | 5,853 | $415K |
| Essential Investment Partners LLC | 0.38% | No change | 5,843 | $414K |
| Ridgewood Investments LLC | 0.17% | — | 5,809 | $412K |
| Prosperity Bancshares Inc | 0.33% | Reduce -3.4% | 5,736 | $407K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 5,727 | $406K |
| Alliance Wealth Management Group | 0.09% | No change | 5,721 | $406K |
| Towercrest Capital Management | 0.06% | No change | 5,721 | $406K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,673 | $402K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 5,642 | $400K |
| Apriem Advisors | 0.04% | No change | 5,610 | $398K |
| Brookstone Capital Management | 0.00% | Add +4.2% | 5,606 | $398K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 5,587 | $396K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 5,538 | $393K |
| Total Clarity Wealth Management, Inc. | 0.09% | No change | 5,533 | $392K |
| Wealth Advisors Northwest LLC | 0.16% | Add +0.2% | 5,502 | $390K |
| Silver Coast Investments LLC | 0.12% | New | 5,469 | $388K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +15.9% | 5,457 | $387K |
| CoreCap Advisors, LLC | 0.01% | Add +2.9% | 5,454 | $387K |
| Aerodigm Wealth, LLC | 0.15% | No change | 5,444 | $386K |
| SageOak Financial, LLC | 0.27% | Add +10.8% | 5,424 | $385K |
| Verus Financial Partners, Inc. | 0.03% | Reduce -3.3% | 5,006 | $383K |
| Gradient Capital Advisors, LLC | 0.10% | Add +5.1% | 5,364 | $380K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -17.9% | 5,316 | $377K |
| Legacy Financial Advisors, Inc. | 0.05% | No change | 5,304 | $376K |
| HMV Wealth Advisors, LLC | 0.18% | Reduce -16.3% | 5,270 | $374K |
| Arkadios Wealth Advisors | 0.01% | New | 5,221 | $370K |
| Compton Wealth Advisory Group, LLC | 0.08% | No change | 5,165 | $369K |
| Paladin Wealth, LLC | 0.25% | Reduce -17.2% | 5,188 | $368K |
| NTV Asset Management LLC | 0.04% | No change | 5,115 | $363K |
| Main Street Group, LTD | 0.12% | No change | 5,094 | $361K |
| Caldwell Trust Co | 0.03% | No change | 5,070 | $360K |
| Pacific Asset Management, LLC | 0.20% | Add +0.1% | 5,000 | $355K |
| First National Trust Co | 0.01% | No change | 5,000 | $355K |
| Daytona Street Capital LLC | 0.27% | No change | 4,933 | $354K |
| FRG Family Wealth Advisors LLC | 0.06% | No change | 4,993 | $354K |
| Integrity Investment Advisors, LLC | 0.19% | Reduce -0.4% | 4,989 | $354K |
| Tanager Wealth Management LLP | 0.03% | Add +0.2% | 4,890 | $347K |
| Trust Point Inc. | 0.03% | New | 4,877 | $346K |
| Hollencrest Capital Management | 0.01% | No change | 4,862 | $345K |
| Porter White Investment Advisors, Inc. | 0.14% | No change | 4,861 | $345K |
| M1 Capital Management LLC | 0.16% | Reduce -22.0% | 4,858 | $344K |
| Cooke Wealth Management, LLC | 0.30% | Add +3.3% | 4,840 | $343K |
| Creative Financial Designs Inc. | 0.02% | Add +0.3% | 4,835 | $343K |
| Arcadia Wealth Management, Inc. | 0.19% | No change | 4,826 | $342K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -4.0% | 4,801 | $340K |
| MBE Wealth Management, LLC | 0.14% | Add +0.0% | 4,775 | $339K |
| DSG Capital Advisors, LLC | 0.05% | No change | 4,727 | $335K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 4,690 | $333K |
| Drive Wealth Management, LLC | 0.07% | Reduce -6.7% | 4,682 | $332K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 4,662 | $331K |
| Estate Counselors, LLC | 0.03% | New | 4,645 | $329K |
| 180 Wealth Advisors, LLC | 0.04% | New | 4,644 | $329K |
| Weatherly Asset Management L. P. | 0.03% | No change | 4,643 | $329K |
| Versant Capital Management, Inc | 0.03% | Add +0.2% | 4,633 | $329K |
| Reyes Financial Architecture, Inc. | 0.27% | New | 4,615 | $327K |
| Integrity Wealth Partners, LLC | 0.29% | — | 4,573 | $324K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +10.7% | 4,563 | $324K |
| Wingate Wealth Advisors, Inc. | 0.17% | Add +0.2% | 4,557 | $323K |
| Tyche Wealth Partners LLC | 0.05% | No change | 4,538 | $322K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 4,531 | $321K |
| Claris Financial LLC | 0.18% | New | 4,522 | $321K |
| Compass Advisory Group LLC | 0.09% | New | 4,511 | $320K |
| Main Street Financial Solutions, LLC | 0.02% | New | 4,486 | $318K |
| PDS Planning, Inc | 0.02% | Add +0.2% | 4,365 | $310K |
| Ellevest, Inc. | 0.04% | Add +0.2% | 4,343 | $308K |
| True North Advisors, LLC | 0.04% | Reduce -7.2% | 4,330 | $307K |
| IFP Advisors, Inc | 0.01% | Add +8.8% | 4,324 | $307K |
| Tableaux LLC | 0.15% | New | 4,309 | $306K |
| Stonebrook Private Inc. | 0.07% | Add +0.1% | 4,306 | $305K |
| AlTi Global, Inc. | 0.01% | No change | 4,294 | $304K |
| Aegis Wealth Management LLC | 0.17% | Add +0.3% | 4,265 | $302K |
| Capital Square, LLC | 0.14% | No change | 3,850 | $300K |
| Redwood Park Advisors LLC | 0.22% | Add +0.2% | 4,216 | $299K |
| Motco | 0.03% | No change | 4,184 | $297K |
| Leading Edge Financial Planning LLC | 0.06% | Reduce -25.3% | 4,178 | $296K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 4,142 | $294K |
| Capstone Capital LLC | 0.19% | No change | 4,133 | $293K |
| Yukon Wealth Management, Inc. | 0.17% | No change | 4,122 | $292K |
| Meridian Wealth Partners, LLC | 0.04% | No change | 4,109 | $291K |
| Aspiriant, LLC | 0.01% | No change | 4,078 | $289K |
| Marble Wealth, LLC | 0.05% | No change | 4,064 | $288K |
| Corundum Group, Inc. | 0.10% | New | 4,054 | $287K |
| UMB Bank, n.a. | 0.00% | Reduce -7.5% | 4,003 | $284K |
| Northern Financial Advisors Inc | 0.20% | New | 3,929 | $279K |
| Ballast Financial Advisors LLC | 0.29% | Add +0.3% | 3,924 | $278K |
| Glassman Wealth Services | 0.04% | No change | 3,896 | $276K |
| Krilogy Financial LLC | 0.01% | No change | 3,593 | $275K |
| Elevation Wealth Partners, LLC | 0.10% | Add +0.2% | 3,871 | $275K |
| Angeles Wealth Management, LLC | 0.01% | New | 3,830 | $272K |
| MJP Associates Inc. | 0.03% | Add +0.3% | 3,821 | $271K |
| Advisor OS, LLC | 0.02% | Add +0.3% | 3,821 | $271K |
| HWG Holdings LP | 0.07% | No change | 3,819 | $271K |
| Up Capital Management, Inc. | 0.30% | Add +0.2% | 3,817 | $271K |
| Robinswood Financial LLC | 0.08% | Reduce -0.3% | 3,751 | $266K |
| Allstreet Capital Advisors LLC | 0.20% | Add +2.0% | 3,733 | $265K |
| Burton Enright Welch | 0.04% | New | 3,724 | $264K |
| City National Bank of Florida | 0.16% | Reduce -8.5% | 3,711 | $263K |
| Spinnaker Investment Group, LLC | 0.05% | Reduce -15.4% | 3,691 | $262K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +216.8% | 3,672 | $260K |
| Sageworth Trust Co of South Dakota | 0.20% | No change | 3,650 | $259K |
| Ascent Group, LLC | 0.01% | Reduce -0.5% | 3,628 | $257K |
| Grandfield & Dodd, LLC | 0.01% | No change | 3,599 | $255K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -3.2% | 3,586 | $254K |
| Aspirean Wealth, LLC | 0.27% | Add +0.2% | 3,549 | $252K |
| Cortland Associates Inc. | 0.04% | Reduce -20.1% | 3,537 | $251K |
| Sittner & Nelson, LLC | 0.09% | No change | 3,514 | $249K |
| McGlone Suttner Wealth Management, Inc. | 0.03% | No change | 3,502 | $248K |
| Regions Financial Corp. | 0.00% | No change | 3,485 | $247K |
| Client 1ST Advisory Group, LLC | 0.07% | No change | 3,476 | $246K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -0.2% | 3,475 | $246K |
| Olistico Wealth, LLC | 0.12% | Add +0.3% | 3,460 | $245K |
| Rossby Financial, LCC | 0.05% | New | 3,422 | $245K |
| Silicon Valley Capital Partners | 0.02% | Add +0.2% | 3,422 | $243K |
| HRT Financial LP | 0.00% | Reduce -55.8% | 3,413 | $242K |
| Integrity Financial Corp | 0.12% | Reduce -23.0% | 3,408 | $242K |
| Winnacle Wealth LLC | 0.19% | Add +890.4% | 3,407 | $242K |
| One Day In July LLC | 0.02% | No change | 3,390 | $240K |
| BlackDiamond Wealth Management, LLC | 0.12% | Reduce -0.3% | 3,375 | $239K |
| Rowlandmiller & Partners.adv | 0.05% | No change | 3,370 | $239K |
| American Financial Advisors, LLC | 0.03% | Add +0.0% | 3,352 | $238K |
| E6 Portfolios, LLC | 0.24% | Add +9.4% | 3,312 | $235K |
| Advisors Management Group Inc. | 0.04% | No change | 3,278 | $232K |
| Sage Rhino Capital LLC | 0.04% | Add +6.1% | 3,251 | $231K |
| Brooklyn Investment Group | 0.01% | No change | 3,236 | $229K |
| Opulen Financial Group LLC | 0.16% | New | 3,230 | $229K |
| Planning Center, Inc. | 0.02% | Add +0.3% | 3,203 | $227K |
| Oppenheimer & Co. Inc. | 0.00% | New | 3,198 | $227K |
| Disciplined Investors, L.L.C. | 0.13% | Add +0.2% | 3,188 | $226K |
| FSA Advisors, Inc. | 0.15% | Reduce -58.4% | 3,128 | $222K |
| RB Capital Management, LLC | 0.05% | No change | 3,115 | $221K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 3,102 | $220K |
| Matauro, LLC | 0.03% | Reduce -6.7% | 3,102 | $220K |
| Bull Oak Capital, LLC | 0.08% | No change | 3,079 | $218K |
| Gilbert & Cook, Inc. | 0.03% | No change | 3,057 | $217K |
| SCS Capital Management LLC | 0.00% | No change | 3,043 | $216K |
| Hantz Financial Services, Inc. | 0.00% | No change | 3,037 | $215K |
| JM2 Capital Inc. | 0.18% | No change | 3,027 | $215K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 2,890 | $214K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.2% | 3,009 | $213K |
| Prosperity Advisers, LLC | 0.18% | No change | 3,003 | $213K |
| COFG Advisors, LLC | 0.05% | Add +0.2% | 2,967 | $210K |
| Modern Wealth Management, LLC | 0.00% | Reduce -27.9% | 2,941 | $210K |
| Inspire Advisors, LLC | 0.02% | New | 2,946 | $209K |
| Ironwood Investment Counsel, LLC | 0.03% | Reduce -8.5% | 2,946 | $209K |
| AlphaCore Capital LLC | 0.01% | Reduce -3.3% | 2,943 | $209K |
| Tradition Wealth Management, LLC | 0.01% | No change | 2,943 | $209K |
| Accel Wealth Management | 0.05% | Reduce -15.2% | 2,939 | $208K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.02% | No change | 2,929 | $208K |
| Hutchens & Kramer Investment Management Group, LLC | 0.07% | Reduce -4.9% | 2,902 | $206K |
| High Probability Advisors, LLC | 0.03% | No change | 2,891 | $205K |
| City State Bank | 0.05% | No change | 2,880 | $204K |
| BNC Wealth Management, LLC | 0.06% | No change | 2,865 | $203K |
| Brindle & Bay Financial Advisors, LLC | 0.12% | No change | 2,836 | $201K |
| Morton Capital Management LLC | 0.03% | No change | 2,833 | $201K |
| Gill Capital Partners, LLC | 0.05% | New | 2,661 | $189K |
| Acropolis Investment Management, LLC | 0.01% | New | 2,450 | $174K |
| Keating Financial Advisory Services, Inc. | 0.03% | No change | 2,383 | $169K |
| Tradewinds Capital Management, LLC | 0.03% | Add +0.3% | 2,336 | $166K |
| Global Wealth Strategies & Associates | 0.04% | Reduce -1.4% | 2,308 | $164K |
| JPL Wealth Management, LLC | 0.04% | New | 2,307 | $164K |
| Synergy Investment Management, LLC | 0.05% | New | 2,301 | $163K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -8.4% | 2,296 | $163K |
| Private Trust Co. NA | 0.01% | No change | 2,271 | $161K |
| Raffa Wealth Management, LLC | 0.02% | Add +0.2% | 2,248 | $159K |
| Basecamp Wealth Advisors LLC | 0.03% | No change | 2,245 | $159K |
| Hilltop National Bank | 0.04% | No change | 2,154 | $153K |
| Strategic Wealth Advisors LLC | 0.12% | Reduce -5.1% | 2,141 | $151K |
| Rialto Wealth Management, LLC | 0.03% | Add +101.7% | 2,088 | $148K |
| Oakworth Capital, Inc. | 0.01% | No change | 2,078 | $147K |
| Kings Path Partners LLC | 0.05% | Reduce -10.4% | 1,972 | $140K |
| Frazier Financial Advisors, LLC | 0.08% | Reduce -9.9% | 1,948 | $138K |
| Blue Trust, Inc. | 0.00% | Add +2.2% | 1,913 | $136K |
| IAG Wealth Partners, LLC | 0.01% | No change | 1,880 | $133K |
| 3 Factor Indexing, LLC | 0.13% | — | 1,874 | $133K |
| WealthCollab, LLC | 0.05% | No change | 1,860 | $132K |
| Atmos Advisory, LLC | 0.07% | Add +0.2% | 1,847 | $131K |
| Ancora Advisors LLC | 0.00% | No change | 1,832 | $130K |
| Medallion Wealth Advisors, LLC | 0.04% | Add +0.1% | 1,796 | $127K |
| Abound Wealth Management | 0.03% | No change | 1,730 | $123K |
| MCF Advisors LLC | 0.01% | Reduce -10.8% | 1,653 | $117K |
| Delos Wealth Advisors, LLC | 0.07% | New | 1,636 | $116K |
| SYM FINANCIAL Corp | 0.01% | No change | 1,625 | $115K |
| Fiduciary Advisors, Inc. | 0.09% | Add +0.3% | 1,616 | $115K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Add +0.3% | 1,582 | $112K |
| Marshall & Sterling Wealth Advisors Inc. | 0.07% | No change | 1,535 | $109K |
| IFG Advisory, LLC | 0.31% | Reduce -98.0% | 1,523 | $108K |
| Walsh & Associates, LLC | 0.11% | No change | 1,510 | $107K |
| S.A. Mason LLC | 0.04% | No change | 1,491 | $106K |
| Merrithew & Thorsten Inc | 0.09% | Add +0.2% | 1,384 | $98K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -16.0% | 1,363 | $97K |
| TFC Financial Management, Inc. | 0.01% | Add +0.2% | 1,315 | $93K |
| DecisionPoint Financial, LLC | 0.02% | Add +0.3% | 1,153 | $82K |
| Wall Street Financial Group, Inc. | 0.05% | New | 1,133 | $80K |
| Forum Finance Group S.A. | 0.04% | — | 1,404 | $80K |
| Basepoint Wealth LLC | 0.05% | New | 1,119 | $79K |
| Silver Grove Financial Group, Inc. | 0.06% | New | 1,118 | $79K |
| First Community Trust NA | 0.06% | No change | 1,103 | $78K |
| Crews Bank & Trust | 0.01% | No change | 1,034 | $73K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.3% | 809 | $64K |
| Birchwood Financial Partners, Inc. | 0.06% | No change | 861 | $61K |
| Gleason Group, Inc. | 0.01% | Add +0.2% | 830 | $59K |
| Fairscale Capital, LLC | 0.04% | Add +11.4% | 725 | $51K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -7.3% | 622 | $44K |
| Barrett & Company, Inc. | 0.01% | No change | 536 | $38K |
| Sunbelt Securities, Inc. | 0.00% | No change | 536 | $38K |
| Transce3nd, LLC | 0.33% | No change | 532 | $38K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 482 | $34K |
| Abound Financial, LLC | 0.01% | No change | 458 | $32K |
| Dunhill Financial, LLC | 0.01% | No change | 448 | $32K |
| NorthAvenue LLC | 0.02% | No change | 409 | $29K |
| Vanguard Advisers Inc. | 0.00% | — | 341 | $24K |
| Evolution Wealth Management Inc. | 0.02% | No change | 336 | $24K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -43.0% | 331 | $23K |
| Truvestments Capital LLC | 0.00% | No change | 317 | $22K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 285 | $20K |
| Davis Capital Management | 0.01% | Add +17.1% | 226 | $16K |
| Navigoe, LLC | 0.01% | No change | 227 | $16K |
| Winch Advisory Services, LLC | 0.00% | No change | 224 | $16K |
| Quadrant Capital Group LLC | 0.00% | New | 215 | $15K |
| Colonial Trust Co / SC | 0.00% | No change | 166 | $12K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 145 | $10K |
| Citigroup Inc. | 0.00% | Reduce -72.5% | 81 | $6K |
| Bfsg, LLC | 0.00% | No change | 65 | $5K |
| National Bank of Canada | 0.00% | No change | 58 | $4K |
| Quent Capital, LLC | 0.00% | No change | 38 | $3K |
| BankChampaign, National Association | 0.00% | Reduce -98.9% | 38 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 20 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 2 | $142 |
| Sound Income Strategies, LLC | 0.00% | Reduce -99.8% | 1 | $39 |
"% 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.