Dimensional US Eq MKT ETFDFUSETF
13F holders, Q2 2026 (June 30)875holders +21
55new positions
29sold out
4famous investors
$81.67avg. 13F price*
At the end of Q2 2026, 875 institutions reported holding Dimensional US Eq MKT ETF (DFUS) in their 13F filings, up 21 from Q1 2026. 55 opened new positions and 29 sold out. The largest holders were Prudential Financial Inc. ($3.3B), Focus Partners Wealth ($773.8M) and Maseco LLP ($603.9M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Dimensional US Eq MKT ETF
- CUSIP
- 25434V401
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $142.4M |
| Exits | 29 | $47.3M |
All 13F filers, Q1 2026 → Q2 2026: 8,686,239 shares bought and 8,666,419 shares sold, net +19,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 875 holders
| Prudential Financial Inc. | 3.55% | Reduce -9.8% | 39,752,037 | $3.3B |
| Focus Partners Wealth | 0.79% | Add +1.1% | 9,443,034 | $773.8M |
| Maseco LLP | 16.97% | Reduce -1.5% | 7,371,581 | $603.9M |
| Root Financial Partners, LLC | 16.55% | Reduce -15.1% | 5,198,745 | $426.0M |
| Index Fund Advisors, Inc. | 16.23% | Add +0.8% | 4,989,844 | $408.9M |
| Vise Technologies, Inc. | 4.49% | Add +2.0% | 4,839,412 | $396.5M |
| Plancorp, LLC | 8.85% | Reduce -0.7% | 4,426,858 | $362.5M |
| Mercer Global Advisors Inc. | 0.40% | Add +15.8% | 3,929,304 | $322.0M |
| TCI Wealth Advisors, Inc. | 13.58% | Add +15.3% | 3,829,125 | $313.8M |
| Sax Wealth Advisors, LLC | 12.26% | Add +9.9% | 4,250,622 | $301.4M |
| LPL Financial LLC | 0.06% | Reduce -7.0% | 3,407,781 | $279.2M |
| Creative Planning | 0.16% | Reduce -1.1% | 3,321,135 | $272.1M |
| Great Waters Wealth Management | 22.28% | Add +4.1% | 2,934,668 | $240.5M |
| Focus Partners Advisor Solutions, LLC | 1.87% | Add +6.4% | 2,699,030 | $221.2M |
| Zhang Financial LLC | 6.37% | Add +5.0% | 2,660,097 | $218.0M |
| Mariner, LLC | 0.22% | Reduce -12.6% | 2,618,024 | $214.5M |
| G2 Capital Management, LLC / Oh | 42.05% | Add +1.2% | 2,353,192 | $192.8M |
| Apella Capital, LLC | 2.54% | Add +0.9% | 2,199,716 | $179.9M |
| Smartleaf Asset Management LLC | 4.93% | No change | 1,865,705 | $151.6M |
| Bank of America Corp. | 0.01% | Add +4.8% | 1,771,769 | $145.2M |
| Earned Wealth Advisors, LLC | 9.13% | Add +2.1% | 1,726,300 | $141.5M |
| Raymond James Financial Inc. | 0.04% | Add +8.7% | 1,706,447 | $139.8M |
| Commonwealth Equity Services, LLC | 0.16% | Reduce -3.7% | 1,591,766 | $130.4M |
| Flagstone Financial Management | 28.50% | Add +1.6% | 1,555,365 | $127.4M |
| Envestnet Asset Management Inc. | 0.03% | Add +2.5% | 1,429,525 | $117.1M |
| Royal Bank of Canada | 0.02% | Add +1.1% | 1,397,315 | $114.5M |
| JFS Wealth Advisors, LLC | 5.45% | Reduce -1.8% | 1,333,612 | $109.3M |
| Corient Private Wealth LP | 0.15% | Reduce -21.4% | 1,298,158 | $106.4M |
| Intelligence Driven Advisers, LLC | 17.02% | Reduce -0.1% | 1,279,127 | $104.8M |
| Sequoia Financial Advisors, LLC | 0.52% | Reduce -2.1% | 1,269,391 | $104.0M |
| Savant Capital, LLC | 0.30% | Add +35.0% | 1,252,540 | $102.8M |
| Colony Family Offices, LLC | 21.69% | Add +4.0% | 1,204,562 | $98.7M |
| Modera Wealth Management, LLC | 1.03% | Add +8.0% | 1,177,121 | $96.5M |
| DiNuzzo Private Wealth, Inc. | 9.48% | Reduce -0.6% | 1,169,867 | $95.9M |
| Forum Financial Management, LP | 1.21% | Reduce -2.2% | 1,145,416 | $93.9M |
| Chicago Partners Investment Group LLC | 1.86% | Add +4.0% | 1,149,698 | $92.8M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +1.3% | 1,041,811 | $84.7M |
| Foster Group, Inc. | 2.05% | Reduce -0.6% | 941,437 | $77.1M |
| Austin Asset Management Co Inc | 11.00% | Add +0.4% | 941,091 | $77.1M |
| Choreo, LLC | 0.84% | Add +0.2% | 935,798 | $76.7M |
| Evanson Financial, LLC | 3.73% | — | 930,248 | $76.2M |
| Captrust Financial Advisors | 0.12% | Add +0.1% | 922,805 | $75.6M |
| Elser Financial Planning, Inc | 3.27% | Reduce -1.1% | 920,864 | $75.5M |
| OLIO Financial Planning | 18.23% | Add +1.6% | 896,829 | $73.5M |
| Penney Financial, LLC | 25.59% | New | 893,449 | $73.2M |
| Heritage Wealth Management, Inc./Texas | 28.07% | Reduce -0.6% | 889,725 | $72.9M |
| Wealth Management Nebraska | 6.45% | Add +5.7% | 882,866 | $72.3M |
| Quadcap Wealth Management, LLC | 6.89% | Add +4.4% | 863,161 | $70.7M |
| Tencap Wealth Coaching, LLC | 21.93% | Add +0.1% | 843,306 | $69.2M |
| JPMorgan Chase & Co. | 0.00% | Add +2.6% | 834,751 | $67.8M |
| Aspen Wealth Management LLC | 11.52% | Add +10.2% | 827,733 | $67.8M |
| Beacon Pointe Advisors, LLC | 0.30% | Add +8.1% | 781,601 | $64.0M |
| Kestra Advisory Services, LLC | 0.21% | Add +4.1% | 779,203 | $63.8M |
| 1900 Wealth Management LLC | 3.54% | Reduce -1.5% | 776,310 | $63.6M |
| Foundry Financial LLC | 21.11% | Add +13.5% | 763,870 | $62.6M |
| RS Crum Inc. | 11.58% | Add +1.0% | 753,902 | $61.8M |
| Cerity Partners LLC | 0.07% | Add +4.1% | 718,664 | $58.9M |
| Arax Advisory Partners | 0.38% | Add +1187.0% | 703,277 | $57.6M |
| Cetera Investment Advisers | 0.05% | Add +6.3% | 703,089 | $57.6M |
| Hurlow Wealth Management Group, Inc. | 11.88% | Add +5.9% | 697,119 | $57.1M |
| Truist Financial Corp. | 0.07% | Add +0.4% | 691,296 | $56.6M |
| Everest Private Wealth | 20.99% | Add +6.4% | 686,579 | $56.3M |
| Assetmark, Inc. | 0.10% | Add +2.0% | 686,225 | $56.2M |
| Vermillion Wealth Management, Inc. | 13.34% | Add +5.9% | 681,053 | $55.8M |
| Crusonia Wealth Advisors LLC | 8.89% | Add +4.1% | 660,410 | $54.1M |
| Crown Wealth Group, LLC | 13.71% | Add +2.0% | 657,362 | $53.9M |
| Equitable Holdings, Inc. | 0.31% | Add +2.8% | 632,306 | $51.8M |
| McLean Asset Management Corp | 6.70% | Reduce -3.3% | 621,126 | $50.7M |
| Private Advisor Group, LLC | 0.23% | Add +333.3% | 612,696 | $50.2M |
| Farther Finance Advisors, LLC | 0.38% | Reduce -22.7% | 591,783 | $48.5M |
| CWS Financial Advisors, LLC | 10.67% | Add +32.4% | 586,781 | $48.1M |
| Pine Harbor Wealth Management, LLC | 12.71% | Add +3.2% | 579,315 | $47.5M |
| HighTower Advisors, LLC | 0.05% | Add +4.1% | 575,408 | $47.1M |
| Three Arch Wealth Management LLC | 7.21% | Reduce -0.4% | 573,323 | $47.0M |
| Dynamic Advisor Solutions LLC | 1.32% | Reduce -1.5% | 566,467 | $46.4M |
| Disciplined Equity Management, Inc. | 20.19% | Add +6.2% | 556,457 | $45.6M |
| Parkwoods Wealth Partners, LLC | 7.10% | Add +2.9% | 539,447 | $44.2M |
| MML Investors Services, LLC | 0.09% | Add +23.0% | 536,208 | $43.9M |
| Graver Capital Management, LLC | 30.19% | Reduce -3.8% | 517,252 | $42.4M |
| Greenspring Advisors, LLC | 2.31% | Reduce -1.2% | 508,931 | $41.7M |
| Heritage Investment Group, Inc. | 5.54% | Reduce -0.1% | 502,967 | $41.2M |
| Guardian Wealth Management, LLC | 11.37% | Reduce -0.5% | 494,759 | $40.5M |
| Jackson Thornton Wealth Management, LLC | 3.19% | Add +5.5% | 492,705 | $40.4M |
| Freedom Investment Management, Inc. | 11.10% | Reduce -5.1% | 486,503 | $39.9M |
| Mason & Associates Inc | 6.37% | Reduce -2.4% | 481,535 | $39.5M |
| Owl Creek Wealth Partners LLC | 11.52% | Add +2.7% | 480,458 | $39.4M |
| TCP Asset Management, LLC | 4.41% | Add +0.7% | 474,753 | $38.9M |
| AQR Capital Management | 0.01% | Add +29.9% | 466,528 | $38.2M |
| SC&H Financial Advisors, Inc. | 4.99% | Add +1.2% | 459,468 | $37.6M |
| ARK & TLK Investments, LLC | 9.18% | Reduce -0.4% | 453,692 | $37.2M |
| Retirement Solution LLC | 7.18% | Add +3.9% | 448,251 | $36.7M |
| KM Capital Management Ltd. | 17.07% | Add +0.0% | 443,216 | $36.3M |
| Dixon Fnancial Services, Inc. | 14.24% | Reduce -0.5% | 429,043 | $35.2M |
| Mission Wealth Management, LP | 0.43% | Reduce -8.9% | 422,966 | $34.7M |
| AG Asset Advisory, LLC | 26.73% | Reduce -12.0% | 403,309 | $33.0M |
| Timonier Family Office, LTD. | 8.84% | — | 381,895 | $31.3M |
| Premier Financial Group | 6.23% | Reduce -0.0% | 378,242 | $31.0M |
| Warburton Capital Management, LLC | 12.26% | Add +66.0% | 367,506 | $30.1M |
| Investmark Advisory Group LLC | 11.36% | Add +1.1% | 365,001 | $29.9M |
| Asset Dedication, LLC | 1.85% | Add +8.0% | 359,582 | $29.5M |
| Royal Harbor Partners, LLC | 9.12% | Add +0.1% | 359,212 | $29.4M |
| SouthState Bank Corp | 1.17% | Reduce -3.9% | 343,173 | $28.1M |
| Allodium Investment Consultants, LLC | 11.87% | Reduce -1.2% | 341,010 | $27.9M |
| OneDigital Investment Advisors LLC | 0.24% | Add +13.3% | 340,267 | $27.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +11.6% | 331,141 | $27.1M |
| Quantinno Capital Management LP | 0.03% | Add +42.1% | 328,224 | $26.9M |
| Meritas Wealth Management, LLC | 10.48% | Add +6.1% | 327,390 | $26.8M |
| Keb Asset Management, LLC | 4.25% | Add +0.1% | 320,184 | $26.2M |
| Sterling Wealth Advisors Inc | 14.08% | Reduce -0.3% | 316,052 | $25.9M |
| Babb Wealth Advisors LLC | 12.42% | Add +3.6% | 314,557 | $25.8M |
| Optimus Capital Advisors, LLC | 13.66% | Add +0.8% | 310,495 | $25.4M |
| One Capital Management, LLC | 0.70% | No change | 354,994 | $25.2M |
| Morgan Stanley | 0.00% | Reduce -0.1% | 306,785 | $25.1M |
| Trinity Financial Advisors LLC | 6.38% | Add +0.1% | 303,027 | $24.8M |
| Claris Advisors, LLC / Mo / | 6.43% | Reduce -2.5% | 300,617 | $24.6M |
| Bernardo Wealth Planning LLC | 4.20% | Add +4.8% | 300,091 | $24.6M |
| Osaic Holdings, Inc. | 0.03% | Add +5.0% | 297,838 | $24.4M |
| American Capital Advisory, LLC | 8.90% | Add +11.3% | 297,466 | $24.4M |
| Cypress Point Wealth Management, LLC | 4.87% | Add +6.6% | 292,275 | $23.9M |
| CarsonAllaria Wealth Management, Ltd. | 10.07% | Add +0.9% | 283,672 | $23.2M |
| Pillar Financial Advisors, LLC | 11.89% | Add +2.0% | 277,505 | $22.7M |
| Mendota Financial Group, LLC | 14.03% | Add +12.3% | 276,311 | $22.6M |
| Ruedi Wealth Management, Inc. | 5.05% | Reduce -2.5% | 262,879 | $21.5M |
| Jones Financial Companies LLLP | 0.01% | Add +39.7% | 264,867 | $21.2M |
| GEM Asset Management, LLC | 8.13% | Add +8.0% | 251,755 | $20.6M |
| Spire Wealth Management | 0.62% | Add +1.2% | 251,155 | $20.6M |
| Legacy Financial Group, Inc. | 4.77% | Add +6.5% | 249,348 | $20.4M |
| Security Financial Services, INC. | 2.81% | Reduce -1.2% | 247,063 | $20.2M |
| Strategic Investment Solutions, Inc. | 4.49% | Reduce -0.7% | 239,793 | $19.6M |
| Cardiff Park Advisors, LLC | 1.52% | Reduce -2.7% | 238,454 | $19.5M |
| PFG Advisors | 0.96% | Add +1.1% | 232,677 | $19.1M |
| Stratos Wealth Partners, LTD. | 0.19% | Add +2.4% | 230,591 | $18.9M |
| Tassel Capital Management, Inc. | 8.78% | Add +6.1% | 228,966 | $18.8M |
| UBS Group AG | 0.00% | Reduce -0.1% | 223,473 | $18.3M |
| KPP Advisory Services LLC | 2.27% | Add +2.9% | 218,892 | $17.9M |
| Capstone Wealth Management, LLC | 8.28% | Add +2.7% | 217,893 | $17.9M |
| Axxcess Wealth Management, LLC | 0.28% | New | 214,100 | $17.5M |
| Larson Financial Group LLC | 0.46% | Reduce -3.0% | 213,916 | $17.5M |
| Investment Advisory Group, LLC | 3.76% | Add +5.2% | 211,439 | $17.3M |
| Aptus Capital Advisors, LLC | 0.13% | Add +7.0% | 210,096 | $17.2M |
| Certified Advisory Corp | 1.38% | Add +6.5% | 209,395 | $17.2M |
| Stifel Financial Corp. | 0.01% | Add +2.2% | 207,764 | $17.0M |
| Betterment LLC | 0.03% | Add +6.4% | 204,580 | $16.8M |
| Professional Financial Solutions LLC | 12.81% | Add +1.2% | 201,254 | $16.5M |
| HB Wealth Management, LLC | 0.09% | Add +0.0% | 189,403 | $15.5M |
| Kraft, Davis & Associates, LLC | 3.14% | Add +1.2% | 184,603 | $15.0M |
| Kestra Investment Management, LLC | 0.29% | Reduce -27.9% | 182,065 | $14.9M |
| American Investment Services, Inc. | 3.15% | Add +4.9% | 181,888 | $14.9M |
| Northwest Wealth Management, LLC | 1.90% | Reduce -2.5% | 176,175 | $14.4M |
| Concord Wealth Partners | 1.65% | Add +0.1% | 175,929 | $14.4M |
| Atlantic Union Bankshares Corp | 0.24% | Add +21.4% | 174,178 | $14.3M |
| Indivisible Partners | 0.81% | Add +2.0% | 173,937 | $14.3M |
| V2 Financial group LLC | 5.28% | Add +274.8% | 173,035 | $14.2M |
| Wealthspire Advisors, LLC | 0.08% | Reduce -1.4% | 172,881 | $14.2M |
| Private Wealth Management Group, LLC | 3.28% | Reduce -1.8% | 172,340 | $14.1M |
| Allworth Financial LP | 0.06% | Reduce -36.0% | 172,218 | $14.1M |
| Sutton Place Investors LLC | 6.71% | Reduce -1.4% | 169,100 | $13.9M |
| Awm Capital, LLC | 1.09% | Reduce -0.1% | 166,290 | $13.6M |
| Alpha Financial Advisors, LLC | 3.71% | Reduce -0.2% | 162,455 | $13.3M |
| Physician Wealth Solutions Inc. | 4.90% | No change | 157,689 | $12.9M |
| Coston, McIsaac & Partners | 2.60% | Add +18.8% | 157,646 | $12.9M |
| Wealth Advisory Team LLC | 10.40% | — | 156,140 | $12.8M |
| Warwick Investment Management, Inc. | 1.43% | Reduce -2.3% | 155,213 | $12.7M |
| Rehmann Capital Advisory Group | 0.58% | Reduce -0.7% | 155,554 | $12.7M |
| Savvy Advisors, Inc. | 0.27% | Add +4.7% | 153,965 | $12.6M |
| BostonPremier Wealth LLC | 5.35% | Add +5.2% | 153,731 | $12.6M |
| Envision Financial Planning, LLC | 4.10% | Reduce -0.1% | 153,699 | $12.6M |
| Greenwood Capital Associates LLC | 1.21% | Add +21.7% | 150,832 | $12.4M |
| Cedar Point Capital Partners, LLC | 7.11% | Add +2.5% | 150,759 | $12.4M |
| Herold Advisors, Inc. | 2.41% | Add +12.7% | 148,859 | $12.2M |
| Hughes Financial Services, LLC | 1.62% | Reduce -1.1% | 148,814 | $12.2M |
| Cornerstone Financial Group, LLC | 7.50% | Reduce -0.3% | 148,587 | $12.2M |
| CGN Advisors LLC | 0.87% | New | 145,904 | $12.0M |
| Rf&l Wealth Management, LLC | 8.08% | Reduce -0.1% | 145,653 | $11.9M |
| Embree Financial Group | 1.20% | Reduce -5.4% | 145,623 | $11.9M |
| CFS Investment Advisory Services, LLC | 0.78% | Add +2.4% | 143,910 | $11.7M |
| Tillman Hartley LLC | 2.62% | Add +0.4% | 142,075 | $11.6M |
| Fund Evaluation Group, LLC | 0.31% | No change | 140,789 | $11.5M |
| Sowell Financial Services LLC | 0.37% | Reduce -0.1% | 139,412 | $11.4M |
| Broadhurst Jeffrey B | 24.09% | Reduce -38.9% | 138,160 | $11.3M |
| Harbour Investments, Inc. | 0.15% | Add +1.7% | 136,546 | $11.2M |
| Apollon Wealth Management, LLC | 0.14% | Add +161.3% | 135,509 | $11.1M |
| Team Hewins, LLC | 3.01% | Reduce -0.0% | 134,100 | $11.0M |
| Topsail Wealth Management, LLC | 1.34% | Add +1.4% | 128,052 | $10.5M |
| XY Planning Network, Inc. | 1.30% | Add +11.6% | 126,210 | $10.3M |
| VSM Wealth Advisory, LLC | 2.69% | Add +0.3% | 123,681 | $10.1M |
| LVZ, Inc. | 1.03% | Add +5.3% | 123,390 | $10.1M |
| Richard Young Associates, Ltd. | 6.57% | Reduce -1.1% | 120,676 | $9.9M |
| Seneschal Advisors, LLC | 6.64% | Reduce -3.4% | 118,371 | $9.7M |
| Bayshore Asset Management, LLC | 3.46% | Add +1.5% | 118,167 | $9.7M |
| Yardley Wealth Management LLC | 4.39% | Add +2.1% | 117,898 | $9.7M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +0.3% | 117,068 | $9.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +10.0% | 114,492 | $9.4M |
| Altiora Financial Group, LLC | 1.44% | No change | 111,570 | $9.1M |
| JDH Wealth Management, LLC | 5.53% | Reduce -1.6% | 110,958 | $9.1M |
| FMB Wealth Management | 3.34% | Reduce -2.2% | 110,953 | $9.1M |
| Lauterbach Financial Advisors, LLC | 3.82% | Add +1.1% | 108,460 | $8.9M |
| SeaBridge Investment Advisors LLC | 1.27% | Reduce -2.6% | 107,387 | $8.8M |
| Kondo Wealth Advisors, Inc. | 2.92% | Reduce -0.4% | 106,652 | $8.7M |
| Capstone Wealth Management, Inc. | 6.54% | Reduce -2.0% | 106,355 | $8.7M |
| Burk Holdings LLC | 3.21% | Add +6.0% | 105,854 | $8.7M |
| Tortoise Investment Management, LLC | 0.64% | Add +8.3% | 105,284 | $8.6M |
| Quantum Financial Advisors, LLC | 0.85% | No change | 104,854 | $8.6M |
| CVA Family Office, LLC | 0.76% | Add +10.6% | 103,048 | $8.4M |
| Robertson Stephens Wealth Management, LLC | 0.21% | Reduce -7.8% | 102,083 | $8.4M |
| Semitam Bonam LLC | 6.11% | Reduce -0.9% | 101,537 | $8.3M |
| FMR LLC | 0.00% | Add +13.6% | 100,128 | $8.2M |
| First National Bank & Trust Co. of Newtown | 1.67% | Reduce -4.8% | 100,458 | $8.2M |
| Bluespring Wealth Management, LLC | 0.15% | Add +29.8% | 97,382 | $8.0M |
| Arista Wealth Management, LLC | 0.86% | Reduce -2.2% | 97,246 | $8.0M |
| Ridgeline Wealth, LLC | 4.62% | Reduce -3.9% | 96,370 | $7.9M |
| EnRich Financial Partners LLC | 1.87% | Reduce -0.7% | 96,228 | $7.9M |
| EverSource Wealth Advisors, LLC | 0.26% | Add +0.1% | 93,263 | $7.6M |
| DWR Wealth Management, LLC | 5.57% | Add +21.7% | 91,640 | $7.4M |
| Diversify Advisory Services, LLC | 0.12% | New | 91,833 | $7.4M |
| Diversify Wealth Management, LLC | 0.12% | Add +19.4% | 91,833 | $7.4M |
| Aurelius Family Office LLC | 2.86% | Reduce -3.0% | 88,717 | $7.3M |
| Gemmer Asset Management LLC | 0.49% | Add +0.3% | 88,405 | $7.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.35% | Reduce -5.1% | 87,654 | $7.2M |
| Pathstone Holdings, LLC | 0.02% | Reduce -2.4% | 87,224 | $7.1M |
| Elm Partners Management LLC | 0.25% | No change | 85,046 | $7.0M |
| RFG Advisory, LLC | 0.11% | Reduce -1.8% | 84,838 | $7.0M |
| Symmetry Partners, LLC | 0.35% | Add +1.4% | 82,599 | $6.8M |
| Gradient Investments LLC | 0.09% | Reduce -11.7% | 81,999 | $6.7M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -1.8% | 80,910 | $6.6M |
| Innovative Wealth Building LLC | 3.77% | Reduce -8.9% | 79,244 | $6.5M |
| IFG Advisory, LLC | 0.23% | Add +5074.3% | 78,805 | $6.5M |
| CLG LLC | 1.41% | Add +6.9% | 78,284 | $6.4M |
| DBK Financial Counsel, LLC | 5.34% | Reduce -3.3% | 77,607 | $6.4M |
| Bridgewater Advisors Inc. | 0.35% | Reduce -0.0% | 76,767 | $6.4M |
| Dopkins Wealth Management, LLC | 2.31% | Add +0.1% | 77,538 | $6.4M |
| Heck Capital Advisors, LLC | 0.38% | Add +131.3% | 77,208 | $6.3M |
| Vantage Point Financial LLC | 1.91% | Reduce -1.2% | 76,349 | $6.3M |
| Independent Wealth Network Inc. | 1.57% | Add +2.8% | 75,206 | $6.2M |
| Clearstead Advisors, LLC | 0.06% | Reduce -4.9% | 74,634 | $6.1M |
| Oakmont Advisory Group, LLC | 5.10% | Reduce -2.0% | 74,146 | $6.1M |
| Virtue Asset Management LLC | 4.34% | No change | 73,836 | $6.1M |
| Avant Financial Advisors LLC | 3.74% | Add +4.6% | 73,187 | $6.0M |
| Oak Wealth Advisors LLC | 2.87% | Reduce -0.2% | 72,991 | $6.0M |
| Nova R Wealth, Inc. | 1.71% | Add +4.0% | 71,720 | $5.9M |
| Waverly Advisors, LLC | 0.03% | Add +0.2% | 69,930 | $5.7M |
| Wealthcare Advisory Partners LLC | 0.11% | Reduce -69.7% | 69,483 | $5.7M |
| HFG Wealth Management, LLC | 5.67% | New | 68,794 | $5.6M |
| Andrews, Lucia Wealth Management LLC | 2.91% | Add +8.8% | 67,839 | $5.6M |
| Frankly Finances, LLC | 4.37% | No change | 67,435 | $5.5M |
| Baker Tilly Wealth Management, LLC | 1.18% | Reduce -0.2% | 67,247 | $5.5M |
| Advisory Services Network, LLC | 0.06% | Reduce -0.0% | 66,062 | $5.4M |
| NewEdge Advisors, LLC | 0.02% | Reduce -22.7% | 65,694 | $5.4M |
| Brown Advisory Inc. | 0.01% | Add +9.0% | 65,440 | $5.4M |
| Factor Wealth Management LTD | 0.81% | Reduce -5.3% | 65,233 | $5.3M |
| Vestia Personal Wealth Advisors | 2.08% | Reduce -1.1% | 65,063 | $5.3M |
| Capital Investment Management, Inc. | 1.63% | Reduce -0.5% | 64,992 | $5.3M |
| Ariadne Wealth Management, LP | 2.34% | Reduce -4.2% | 64,550 | $5.3M |
| Hardy Reed LLC | 0.34% | No change | 64,006 | $5.2M |
| CPC Advisors, LLC | 0.70% | Reduce -1.1% | 63,058 | $5.2M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -0.2% | 60,806 | $5.0M |
| Beaird Harris Wealth Management, LLC | 0.31% | Add +10.3% | 59,539 | $4.9M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -0.9% | 59,230 | $4.9M |
| Nemes Rush Group LLC | 0.40% | Add +8.1% | 58,745 | $4.8M |
| Clark Asset Management, LLC | 0.38% | Add +9.3% | 58,614 | $4.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +0.1% | 58,358 | $4.8M |
| CWA Asset Management Group, LLC | 0.15% | Reduce -0.8% | 58,336 | $4.8M |
| HTG Investment Advisors, Inc. | 1.21% | Reduce -0.6% | 57,578 | $4.7M |
| Werba Rubin Papier Wealth Management | 0.56% | Reduce -0.6% | 56,788 | $4.7M |
| Clarity Capital Advisors, LLC | 1.95% | Add +2.2% | 56,774 | $4.7M |
| Squire Investment Management Company, LLC | 1.11% | Add +2.3% | 56,304 | $4.6M |
| MPWM Advisory Solutions, LLC | 2.07% | Reduce -0.8% | 55,190 | $4.5M |
| L.K. Benson & Company, P.C. | 1.35% | Add +0.1% | 54,817 | $4.5M |
| Sand Hill Global Advisors, LLC | 0.14% | Reduce -4.2% | 54,731 | $4.5M |
| Fischer Investment Strategies, LLC | 2.09% | Reduce -15.9% | 53,423 | $4.4M |
| Platform Wealth Management, LLC | 1.54% | — | 51,470 | $4.2M |
| Websterrogers Financial Advisors, LLC | 1.07% | Reduce -0.4% | 51,140 | $4.2M |
| Bank of Montreal | 0.00% | Reduce -0.3% | 50,819 | $4.2M |
| Ballentine Partners, LLC | 0.05% | Reduce -4.9% | 50,530 | $4.1M |
| Forteris Wealth Management Inc. | 3.37% | Add +0.8% | 50,333 | $4.1M |
| Elevate Wealth Advisory, Inc. | 2.35% | Add +0.0% | 50,275 | $4.1M |
| Sterling Wealth Management, Inc. | 0.99% | Reduce -0.3% | 48,750 | $4.0M |
| Berger Financial Group, Inc | 0.20% | Add +1.7% | 48,728 | $4.0M |
| Financial Council, LLC | 1.29% | No change | 48,387 | $4.0M |
| Navigate Wealth Management, LLC | 2.45% | Add +19.9% | 48,606 | $3.9M |
| Everest Financial Group LLC | 0.53% | Add +1.7% | 47,772 | $3.9M |
| Acorn Wealth Advisors, LLC | 0.94% | Add +11.0% | 47,035 | $3.9M |
| FCG Investment Co | 1.32% | Reduce -69.8% | 46,673 | $3.8M |
| BIP Wealth, LLC | 0.11% | Add +180.8% | 46,290 | $3.8M |
| Pinnacle Wealth Planning Services, Inc. | 0.36% | Add +1.1% | 45,997 | $3.8M |
| HMV Wealth Advisors, LLC | 1.46% | Add +770.4% | 45,870 | $3.8M |
| Madson Wealth Advisors Inc | 2.53% | New | 45,490 | $3.7M |
| Lodestone Wealth Management LLC | 1.31% | Reduce -9.4% | 45,296 | $3.7M |
| IHT Wealth Management, LLC | 0.08% | Reduce -4.0% | 45,264 | $3.7M |
| Poinciana Advisors Group, LLC | 2.71% | Add +13.8% | 44,590 | $3.7M |
| Foundations Investment Advisors, LLC | 0.04% | Add +3.1% | 44,118 | $3.6M |
| CENTRAL TRUST Co | 0.07% | Add +389.0% | 43,984 | $3.6M |
| Baird Financial Group, Inc. | 0.00% | Add +87.2% | 43,413 | $3.6M |
| RAM Investment Partners, LLC | 0.57% | Add +19.9% | 43,283 | $3.5M |
| Caerus Investment Advisors, LLC | 1.18% | No change | 42,869 | $3.5M |
| 21 West Wealth Management LLC | 2.99% | Add +2.1% | 42,721 | $3.5M |
| Abacus Wealth Partners, LLC | 0.37% | Reduce -0.3% | 42,600 | $3.5M |
| Red Door Wealth Management, LLC | 0.31% | Reduce -13.5% | 42,103 | $3.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | Add +21.3% | 41,458 | $3.4M |
| Retirement Planning Group, LLC | 0.09% | Add +0.0% | 41,438 | $3.4M |
| Moisand Fitzgerald Tamayo, LLC | 0.33% | Add +0.8% | 40,988 | $3.4M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.0% | 40,882 | $3.3M |
| Twin Cities Retirement Group LLC | 2.86% | Reduce -3.7% | 40,734 | $3.3M |
| Northern Trust Corp. | 0.00% | No change | 40,149 | $3.3M |
| Curio Wealth, LLC | 1.02% | Add +0.0% | 40,002 | $3.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -19.3% | 39,974 | $3.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -2.3% | 39,970 | $3.3M |
| EP Wealth Advisors, LLC | 0.01% | Add +12.8% | 39,931 | $3.3M |
| LRI Investments, LLC | 0.26% | Add +0.1% | 39,851 | $3.3M |
| Lam Group, Inc. | 1.59% | No change | 39,042 | $3.2M |
| Donalies Financial Planning, LLC | 2.32% | Reduce -0.1% | 38,422 | $3.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.6% | 38,232 | $3.1M |
| Parsons Capital Management Inc. | 0.14% | Add +19.3% | 38,047 | $3.1M |
| Applied Capital LLC | 1.00% | Add +5.8% | 38,025 | $3.1M |
| Maryland Capital Advisors Inc. | 0.99% | — | 37,731 | $3.1M |
| Lido Advisors, LLC | 0.01% | Add +4.8% | 37,263 | $3.1M |
| Kane Co Wealth Management, Inc. | 2.30% | Add +0.1% | 37,027 | $3.0M |
| True Wealth Design, LLC | 0.69% | Reduce -0.8% | 35,450 | $2.9M |
| Canvas Wealth Advisors, LLC | 0.40% | Reduce -25.6% | 35,109 | $2.9M |
| Merited Wealth, LLC | 2.03% | Reduce -1.7% | 35,073 | $2.9M |
| ETF Portfolio Partners, Inc. | 0.68% | No change | 34,999 | $2.9M |
| &partners | 0.01% | Add +6.6% | 34,649 | $2.8M |
| Shearwater Capital LLC | 1.35% | Reduce -15.5% | 34,543 | $2.8M |
| Physician Wealth Advisors, Inc. | 0.33% | Add +0.0% | 34,165 | $2.8M |
| Amarillo National Bank | 0.45% | No change | 34,028 | $2.8M |
| Accurate Wealth Management, LLC | 0.26% | Reduce -0.1% | 33,498 | $2.8M |
| CPA Asset Management Group, LLC | 0.79% | Reduce -68.0% | 33,405 | $2.7M |
| Walleye Partners, LLC | 3.12% | Reduce -8.8% | 33,370 | $2.7M |
| Diversified Portfolios, Inc. | 0.19% | Add +18.6% | 32,046 | $2.6M |
| Monograph Wealth Advisors, LLC | 0.21% | No change | 31,955 | $2.6M |
| Life Planning Partners, Inc | 1.94% | Reduce -5.4% | 31,872 | $2.6M |
| Cambridge Financial Group, LLC | 0.82% | Add +12.8% | 31,693 | $2.6M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.4% | 31,638 | $2.6M |
| Washington Trust Advisors, Inc. | 0.19% | Reduce -12.4% | 31,450 | $2.6M |
| Kavar Capital Partners Group, LLC | 0.32% | Add +0.0% | 31,260 | $2.6M |
| Pinnacle Financial Partners, Inc. | 0.02% | Reduce -1.4% | 31,247 | $2.6M |
| Allium Financial Advisors, LLC | 1.68% | No change | 31,246 | $2.6M |
| FFT Wealth Management LLC | 0.40% | No change | 31,232 | $2.6M |
| Centennial Bank | 0.82% | Reduce -15.3% | 31,149 | $2.6M |
| Old Peak Finance LLC | 1.23% | No change | 31,108 | $2.5M |
| Align Financial, LLC | 1.26% | No change | 31,015 | $2.5M |
| Parkside Financial Bank & Trust | 0.17% | Add +57.4% | 30,637 | $2.5M |
| Yoder Wealth Management, Inc. | 0.97% | Add +0.7% | 30,354 | $2.5M |
| Nwam LLC | 0.12% | New | 30,163 | $2.5M |
| Avestar Capital, LLC | 0.14% | Reduce -1.1% | 29,866 | $2.4M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 29,864 | $2.4M |
| BCO Wealth Management LLC | 1.33% | No change | 29,835 | $2.4M |
| Sensible Money, LLC | 0.65% | Add +6.8% | 29,709 | $2.4M |
| E-Wealth Partners, LLC | 1.75% | Add +0.1% | 29,550 | $2.4M |
| MAI Capital Management | 0.01% | Add +90.6% | 29,466 | $2.4M |
| Aprio Wealth Management, LLC | 0.12% | Add +0.0% | 29,418 | $2.4M |
| LifeSteps Financial, Inc. | 1.12% | Add +79.9% | 29,287 | $2.4M |
| Winthrop Advisory Group LLC | 0.16% | Add +3.6% | 29,092 | $2.4M |
| Merit Financial Group, LLC | 0.01% | Reduce -3.8% | 28,993 | $2.4M |
| Syverson Strege & Co | 0.51% | Add +0.1% | 28,797 | $2.4M |
| Signaturefd, LLC | 0.03% | No change | 28,111 | $2.3M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +0.2% | 27,750 | $2.3M |
| Synergy Asset Management, LLC | 0.21% | Add +98.2% | 27,595 | $2.3M |
| SJS Investment Consulting Inc. | 0.25% | Reduce -10.6% | 27,525 | $2.3M |
| Dodds Wealth, LLC | 0.51% | Reduce -3.2% | 27,464 | $2.3M |
| US Bancorp \de | 0.00% | Reduce -2.5% | 27,173 | $2.2M |
| Allegiance Financial Group Advisory Services LLC | 0.38% | Add +0.0% | 26,799 | $2.2M |
| Integrated Advisors Network LLC | 0.10% | Reduce -1.1% | 26,734 | $2.2M |
| Fort Point Capital Partners LLC | 0.23% | New | 26,625 | $2.2M |
| Lakeshore Financial Planning, Inc. | 0.70% | Add +0.1% | 26,354 | $2.2M |
| Glass Jacobson Investment Advisors llc | 0.67% | Reduce -0.7% | 26,217 | $2.1M |
| Biltmore Family Office, LLC | 0.28% | Reduce -1.9% | 25,915 | $2.1M |
| Belleair Asset Management, LLC | 1.78% | No change | 25,813 | $2.1M |
| Falcon Wealth Planning | 0.13% | Add +5.5% | 25,438 | $2.1M |
| Nicholas Hoffman & Company, LLC. | 0.04% | No change | 25,432 | $2.1M |
| Copper Harbor Investment Advisors, LLC | 0.44% | — | 25,310 | $2.1M |
| FAS Wealth Partners, Inc. | 0.11% | Add +0.2% | 25,278 | $2.1M |
| JT Stratford LLC | 0.23% | Add +5.2% | 25,040 | $2.1M |
| Independent Financial Group, LLC | 0.04% | Add +4.2% | 24,848 | $2.0M |
| Parallel Advisors, LLC | 0.03% | Add +1.6% | 24,513 | $2.0M |
| Citrine Capital LLC | 0.74% | No change | 24,476 | $2.0M |
| Verdence Capital Advisors LLC | 0.10% | No change | 24,387 | $2.0M |
| AE Wealth Management LLC | 0.01% | Add +2.9% | 24,247 | $2.0M |
| Bell Bank | 0.07% | Reduce -0.3% | 23,749 | $1.9M |
| Midwest Trust Co | 0.02% | Reduce -0.6% | 23,739 | $1.9M |
| Silver Oak Advisory Group, Inc. | 0.77% | No change | 23,735 | $1.9M |
| Market Street Wealth Management Advisors LLC | 0.27% | Add +5.7% | 23,501 | $1.9M |
| Smith Chas P & Associates Pa Cpas | 0.10% | Reduce -0.3% | 23,501 | $1.9M |
| Truepoint, Inc. | 0.04% | No change | 23,408 | $1.9M |
| Samalin Investment Counsel, LLC | 0.61% | Add +0.8% | 23,194 | $1.9M |
| WNY Asset Management, LLC | 0.17% | Reduce -7.2% | 22,820 | $1.9M |
| United Advisor Group, LLC | 0.20% | New | 22,602 | $1.9M |
| LJI Wealth Management, LLC | 0.26% | Reduce -36.5% | 22,369 | $1.8M |
| Beacon Financial Strategies CORP | 0.91% | No change | 22,239 | $1.8M |
| Wick Capital Partners, LLC | 0.27% | No change | 21,979 | $1.8M |
| Long Island Wealth Management, Inc. | 0.74% | No change | 21,929 | $1.8M |
| SwitchPoint Financial Planning, LLC | 1.01% | No change | 21,451 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | No change | 21,413 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.0% | 21,113 | $1.7M |
| Jacobi Capital Management LLC | 0.08% | No change | 20,980 | $1.7M |
| MBM Wealth Consultants, LLC | 0.33% | No change | 20,831 | $1.7M |
| Five Oceans Advisors | 0.54% | Reduce -7.9% | 20,444 | $1.7M |
| Keybank National Association | 0.01% | No change | 20,431 | $1.7M |
| Highland Investment Advisors LLC | 0.72% | — | 20,201 | $1.7M |
| SpringVest Wealth Management LLC | 1.03% | Add +21.3% | 20,072 | $1.6M |
| Renaissance Technologies | 0.00% | New | 20,000 | $1.6M |
| Mather Group, Llc. | 0.01% | Add +17.8% | 19,781 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +4.3% | 19,657 | $1.6M |
| K2 Financial Inc. | 1.13% | Reduce -10.6% | 19,380 | $1.6M |
| BWM Planning, LLC | 0.37% | No change | 19,330 | $1.6M |
| Apollon Financial, LLC | 0.18% | Add +0.6% | 18,924 | $1.6M |
| Mosaic Family Wealth Partners, LLC | 0.10% | No change | 18,549 | $1.5M |
| Parkside Investments, LLC | 0.17% | No change | 18,470 | $1.5M |
| First Financial Group Corp | 1.08% | Reduce -0.0% | 18,165 | $1.5M |
| HRT Financial LP | 0.00% | Add +432.3% | 18,167 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +13.3% | 18,092 | $1.5M |
| CRA Financial Services, LLC | 0.17% | No change | 17,805 | $1.5M |
| Professional Financial Advisors, LLC | 0.25% | Reduce -0.6% | 17,776 | $1.5M |
| Valeo Financial Advisors, LLC | 0.03% | No change | 17,682 | $1.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -0.9% | 17,332 | $1.4M |
| Wesbanco Bank Inc. | 0.04% | No change | 17,312 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Reduce -23.7% | 17,222 | $1.4M |
| Fifth Third Bancorp | 0.00% | No change | 17,031 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | No change | 17,015 | $1.4M |
| Aviance Capital Partners, LLC | 0.14% | No change | 16,986 | $1.4M |
| Prism Planning Partners LLC | 1.46% | Add +20.1% | 16,806 | $1.4M |
| Texas Yale Capital Corp. | 0.03% | No change | 16,575 | $1.4M |
| Archford Capital Strategies, LLC | 0.14% | Add +0.3% | 16,574 | $1.4M |
| M&T Bank Corp | 0.00% | No change | 16,494 | $1.4M |
| Harbor Asset Planning, Inc. | 1.01% | Reduce -3.0% | 16,394 | $1.3M |
| Kovack Advisors, Inc. | 0.06% | Reduce -0.9% | 16,370 | $1.3M |
| Valued Wealth Advisors LLC | 0.49% | Reduce -0.0% | 16,327 | $1.3M |
| Triad Wealth Partners, LLC | 0.08% | Reduce -4.2% | 16,073 | $1.3M |
| NorthCrest Asset Manangement, LLC | 0.03% | No change | 15,999 | $1.3M |
| Avantax Planning Partners, Inc. | 0.03% | No change | 15,830 | $1.3M |
| W1M Asset Management Ltd | 0.01% | No change | 15,741 | $1.3M |
| Simplicity Wealth,LLC | 0.04% | Reduce -0.3% | 15,633 | $1.3M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.89% | Reduce -23.9% | 15,515 | $1.3M |
| Eldridge Investment Advisors, Inc. | 0.25% | Add +0.1% | 15,478 | $1.3M |
| Onyx Financial Advisors, LLC | 0.46% | Reduce -2.1% | 15,416 | $1.3M |
| Financial Plan, Inc. | 0.12% | No change | 15,393 | $1.3M |
| Clarity Wealth Development LLC | 0.69% | Reduce -2.6% | 15,082 | $1.2M |
| 25 LLC | 0.34% | Add +0.1% | 14,980 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -62.2% | 14,976 | $1.2M |
| Perigon Wealth Management, LLC | 0.02% | Add +16.6% | 14,947 | $1.2M |
| Empowered Funds, LLC | 0.01% | Reduce -36.3% | 14,692 | $1.2M |
| Nuveen, LLC | 0.00% | New | 14,509 | $1.2M |
| Montz Harcus Wealth Management LLC | 0.42% | Add +0.3% | 14,451 | $1.2M |
| Ritholtz Wealth Management | 0.02% | Add +12.2% | 14,440 | $1.2M |
| Builder Investment Group Inc. | 0.23% | Add +11.0% | 14,403 | $1.2M |
| Francis Financial, Inc. | 0.19% | No change | 14,400 | $1.2M |
| Mustard Seed Financial, LLC | 0.61% | Reduce -0.4% | 14,393 | $1.2M |
| Avail Investment Partners, LLC | 0.90% | No change | 14,328 | $1.2M |
| Investment Research Partners LLC | 0.40% | No change | 14,328 | $1.2M |
| Vigil Wealth Management, LLC | 0.83% | Reduce -4.2% | 14,239 | $1.2M |
| WestHill Financial Advisors, Inc. | 0.20% | No change | 14,223 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +36.3% | 14,192 | $1.2M |
| Beacon Financial Advisory LLC | 0.23% | Reduce -0.4% | 14,147 | $1.2M |
| Summit Asset Management, LLC | 0.15% | No change | 14,077 | $1.2M |
| Cathy Pareto & Associates, Inc. | 0.67% | Add +4.5% | 14,006 | $1.1M |
| Financial Harvest, LLC | 0.47% | No change | 13,993 | $1.1M |
| Center for Financial Planning, Inc. | 0.11% | Add +14.1% | 13,901 | $1.1M |
| PDS Planning, Inc | 0.07% | Add +216.7% | 13,822 | $1.1M |
| WorthPointe, LLC | 0.28% | Reduce -3.4% | 13,764 | $1.1M |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | Reduce -1.4% | 13,667 | $1.1M |
| Huntington National Bank | 0.01% | Reduce -0.1% | 13,607 | $1.1M |
| Measured Wealth Private Client Group, LLC | 0.27% | No change | 13,456 | $1.1M |
| Forum Private Client Group LLC | 0.33% | Reduce -0.1% | 13,418 | $1.1M |
| Autumn Glory Partners, LLC | 0.31% | Add +86.6% | 13,265 | $1.1M |
| Western Reserve Capital Management, LLC | 0.81% | Add +65.2% | 13,262 | $1.1M |
| Prestige Wealth Management Group LLC | 0.20% | Reduce -4.5% | 13,224 | $1.1M |
| SP Asset Management LLC | 0.09% | Add +0.2% | 13,184 | $1.1M |
| Calydon Capital | 0.16% | Add +0.2% | 13,162 | $1.1M |
| Milestone Asset Management Group, LLC | 0.54% | Add +0.1% | 13,154 | $1.1M |
| Naples Global Advisors, LLC | 0.07% | No change | 13,152 | $1.1M |
| Williams & Novak, LLC | 0.71% | Add +21.8% | 13,026 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.2% | 12,927 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +83.0% | 12,881 | $1.1M |
| WPWealth LLP | 0.16% | Add +0.2% | 12,835 | $1.1M |
| Innovative Asset Advisors Group, LLC | 0.46% | Reduce -2.1% | 12,823 | $1.1M |
| Private Advisory Group LLC | 0.06% | No change | 12,651 | $1.0M |
| IFG Advisors, LLC | 0.14% | No change | 12,634 | $1.0M |
| Pure Financial Advisors, LLC | 0.01% | Reduce -0.1% | 12,517 | $1.0M |
| Everhart Financial Group, Inc. | 0.07% | Add +3.4% | 12,424 | $1.0M |
| Hanover Advisors Inc. | 0.37% | Add +0.2% | 12,423 | $1.0M |
| Franklin Resources Inc. | 0.00% | Add +0.2% | 12,385 | $1.0M |
| NorthRock Partners, LLC | 0.01% | Add +0.2% | 12,343 | $1.0M |
| AdvisorNet Financial, Inc | 0.05% | Add +1.1% | 12,293 | $1.0M |
| Private Management Group Inc. | 0.03% | No change | 12,193 | $999K |
| Phillips Financial Management, LLC | 0.07% | Add +0.1% | 12,192 | $999K |
| Shira Ridge Wealth Management | 0.35% | No change | 12,158 | $996K |
| Facet Wealth, Inc. | 0.01% | No change | 12,148 | $995K |
| Montag A & Associates Inc. | 0.04% | No change | 12,139 | $995K |
| Wealthspan Partners, LLC | 0.31% | No change | 12,104 | $992K |
| Madison Wealth Partners, Inc | 0.13% | New | 12,057 | $988K |
| Wealth Enhancement Trust Services, Inc. | 0.11% | No change | 12,053 | $988K |
| Cogent Private Wealth, Inc. | 0.61% | Reduce -7.5% | 11,925 | $977K |
| Family Investment Center, Inc. | 0.16% | Reduce -0.9% | 11,904 | $975K |
| Gambit Capital Management, LLC | 0.57% | Reduce -1.8% | 11,860 | $972K |
| Safeguard Investment Advisory Group, LLC | 0.22% | Reduce -1.2% | 11,797 | $967K |
| McCartney Wealth Management LLC | 0.73% | No change | 11,790 | $966K |
| Klingman & Associates, LLC | 0.04% | No change | 11,724 | $961K |
| Western Wealth Management, LLC | 0.03% | Reduce -22.1% | 11,694 | $958K |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.4% | 11,684 | $957K |
| Curi Capital, LLC | 0.01% | Add +0.2% | 11,594 | $950K |
| Commerce Bank | 0.00% | No change | 11,564 | $948K |
| Trademark Financial Management, LLC | 0.39% | No change | 11,500 | $942K |
| Leavell Investment Management, Inc. | 0.03% | Add +1.0% | 11,485 | $941K |
| marrick wealth, LLC | 0.66% | Reduce -0.1% | 11,333 | $929K |
| RIA Advisory Group LLC | 0.20% | New | 11,200 | $918K |
| Fortis Capital Advisors, LLC | 0.10% | No change | 11,074 | $907K |
| Belpointe Asset Management LLC | 0.03% | No change | 11,074 | $907K |
| Seaside Wealth Management, Inc. | 0.22% | No change | 10,987 | $900K |
| BlackRock, Inc. | 0.00% | Add +19.3% | 10,974 | $899K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -19.5% | 10,974 | $895K |
| Signal Advisors Wealth, LLC | 0.05% | Add +35.1% | 10,837 | $888K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -9.3% | 10,642 | $872K |
| Vistica Wealth Advisors, LLC | 0.75% | Reduce -42.5% | 10,573 | $866K |
| Lee Financial Co | 0.11% | New | 10,468 | $858K |
| waypoint wealth counsel | 0.53% | No change | 10,394 | $852K |
| Sterling Financial Planning, Inc. | 0.23% | Reduce -0.6% | 10,355 | $848K |
| Nalls Sherbakoff Group, LLC | 0.60% | Add +0.2% | 10,264 | $841K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 10,263 | $839K |
| TruNorth Capital Management, LLC | 0.13% | No change | 10,228 | $838K |
| Condor Capital Management | 0.06% | No change | 10,093 | $827K |
| Sfmg, LLC | 0.05% | Add +0.0% | 10,091 | $827K |
| Vance Wealth, LLC | 0.19% | Add +14.3% | 10,084 | $826K |
| Coldstream Capital Management Inc. | 0.01% | No change | 10,027 | $822K |
| Towneley Capital Management, Inc / DE | 0.16% | Add +0.2% | 9,993 | $819K |
| Essex Financial Services, Inc. | 0.04% | Add +7.0% | 9,977 | $818K |
| World Investment Advisors | 0.01% | No change | 11,366 | $815K |
| Csenge Advisory Group | 0.03% | Reduce -4.6% | 9,896 | $811K |
| Geometric Wealth Advisors | 0.09% | No change | 9,885 | $810K |
| BDFS Capital LLC | 0.34% | Add +20.0% | 9,648 | $791K |
| Compass Ion Advisors, LLC | 0.07% | Add +0.1% | 9,620 | $788K |
| Visionary Wealth Advisors | 0.03% | No change | 9,616 | $788K |
| Stephens Inc. | 0.01% | No change | 9,608 | $787K |
| Brogan Financial, Inc. | 0.32% | Add +0.3% | 9,596 | $786K |
| Cross Staff Investments Inc | 0.44% | No change | 9,576 | $785K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +0.2% | 9,565 | $784K |
| Stratos Investment Management, LLC | 0.03% | Add +0.2% | 9,498 | $778K |
| Cambria Investment Management, L.P. | 0.04% | New | 9,387 | $769K |
| R. W. Roge & Company, Inc. | 0.33% | Reduce -1.9% | 9,373 | $768K |
| Traction Financial Partners, LLC | 0.41% | Add +27.4% | 9,314 | $763K |
| Aegis Wealth Management LLC | 0.36% | Add +117.7% | 9,286 | $761K |
| Intelligent Financial Strategies | 0.36% | No change | 9,115 | $747K |
| Cape Investment Advisory, Inc. | 0.20% | Add +2.2% | 9,081 | $744K |
| Park Avenue Securities LLC | 0.00% | Add +14.0% | 9,055 | $742K |
| Sincerus Advisory, LLC | 0.50% | Reduce -3.7% | 8,924 | $731K |
| Robinson Smith Wealth Advisors LLC | 0.44% | Reduce -20.8% | 8,911 | $730K |
| Ironwood Financial, llc | 0.11% | No change | 8,898 | $729K |
| Empower Advisory Group, LLC | 0.00% | Add +49.2% | 8,887 | $728K |
| Composition Wealth, LLC | 0.01% | No change | 8,832 | $724K |
| Boyce & Associates Wealth Consulting, Inc. | 0.50% | Add +0.2% | 8,786 | $720K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | Reduce -17.1% | 8,736 | $716K |
| Rockwood Wealth Management, LLC | 0.04% | Add +7.5% | 8,659 | $709K |
| D. E. Shaw & Co. | 0.00% | New | 8,619 | $706K |
| First Bancorp, Inc | 0.28% | No change | 8,600 | $705K |
| Cypress Wealth Services, LLC | 0.09% | New | 8,600 | $705K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -15.9% | 8,579 | $703K |
| Montis Financial, LLC | 0.14% | No change | 8,556 | $701K |
| Triumph Capital Management | 0.13% | Add +3.0% | 8,554 | $701K |
| Madrona Financial Services, LLC | 0.13% | No change | 8,547 | $700K |
| Quarry Hill Advisors, LLC | 0.27% | No change | 8,511 | $697K |
| Kelly Financial Group LLC | 0.15% | Reduce -0.1% | 8,466 | $694K |
| Jane Street Group, LLC | 0.00% | New | 8,397 | $688K |
| Sei Investments Co. | 0.00% | Add +6.0% | 8,351 | $684K |
| Great Oak Capital Partners, LLC | 0.15% | Reduce -0.1% | 8,321 | $681K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +15.7% | 8,285 | $679K |
| IFP Advisors, Inc | 0.01% | Add +91.1% | 8,264 | $677K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +27.2% | 8,184 | $671K |
| Soltis Investment Advisors LLC | 0.04% | Add +0.3% | 8,177 | $670K |
| Stewardship Advisors, LLC | 0.14% | Add +2.7% | 8,173 | $670K |
| Two Sigma Investments, LP | 0.00% | Add +35.0% | 8,100 | $664K |
| 3 Factor Indexing, LLC | 0.56% | Add +332.1% | 8,098 | $664K |
| Compound Planning, Inc. | 0.02% | Add +0.1% | 8,093 | $663K |
| DAVENPORT & Co LLC | 0.00% | Add +4.7% | 8,092 | $663K |
| Centric Wealth Management | 0.10% | No change | 8,402 | $657K |
| Tailwinds Wealth, LLC | 0.39% | New | 8,019 | $657K |
| Avondale Wealth Management | 0.27% | Reduce -19.5% | 8,001 | $656K |
| Bokf, NA | 0.01% | No change | 7,806 | $640K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +70.8% | 7,793 | $639K |
| Waldron Private Wealth LLC | 0.02% | No change | 7,791 | $638K |
| Allied Investment Advisors, LLC | 0.08% | No change | 7,752 | $635K |
| Stirlingshire Investments, Inc. | 0.47% | Add +5.5% | 7,691 | $630K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 7,682 | $629K |
| Wealthcare Capital Management LLC | 0.06% | Add +10.0% | 7,674 | $629K |
| Arkadios Wealth Advisors | 0.01% | Add +46.1% | 7,627 | $625K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -3.7% | 7,507 | $615K |
| Peavine Capital, LLC | 0.13% | No change | 7,433 | $609K |
| Foster Dykema Cabot & Partners, LLC | 0.04% | Reduce -6.0% | 7,430 | $609K |
| Westwood Wealth Management | 0.18% | No change | 7,420 | $608K |
| Nicolet Bankshares Inc. | 0.02% | No change | 7,400 | $606K |
| QRG Capital Management, Inc. | 0.01% | Add +8.6% | 7,388 | $605K |
| Cloud Capital Management, LLC | 0.22% | Add +0.0% | 7,394 | $593K |
| Legacy Capital Wealth Partners, LLC | 0.11% | Reduce -0.2% | 7,236 | $593K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 7,190 | $589K |
| Cladis Investment Advisory, LLC | 0.27% | Reduce -5.0% | 7,167 | $587K |
| PCG Wealth Advisors, LLC | 0.13% | No change | 7,154 | $586K |
| TPG Financial Advisors, LLC | 0.17% | Reduce -10.7% | 7,099 | $582K |
| Becker Capital Management Inc. | 0.02% | No change | 7,049 | $578K |
| Net Worth Advisory Group | 0.15% | Add +0.2% | 7,048 | $578K |
| Bridge Generations Wealth Management LLC | 0.29% | No change | 7,013 | $575K |
| Integrity Wealth Solutions LLC | 0.21% | Add +3.7% | 6,966 | $571K |
| Integrity Alliance, Llc. | 0.02% | New | 6,946 | $569K |
| Advisory Alpha, LLC | 0.01% | Add +0.1% | 6,928 | $568K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.9% | 6,872 | $563K |
| New Dimensions Wealth Management, LLC | 0.42% | No change | 6,860 | $562K |
| Cooke Wealth Management, LLC | 0.46% | Add +41.1% | 6,829 | $560K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +3.6% | 6,812 | $558K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.8% | 6,801 | $557K |
| Prudent Man Investment Management, Inc. | 0.19% | No change | 7,466 | $554K |
| Aspect Partners, LLC | 0.21% | Reduce -17.9% | 6,730 | $551K |
| Birchcreek Wealth Management, LLC | 0.21% | Add +14.7% | 6,726 | $551K |
| Sharkey, Howes & Javer | 0.07% | Add +14.4% | 6,706 | $549K |
| Baron Silver Stevens Financial Advisors, LLC | 0.07% | No change | 6,684 | $548K |
| First Western Trust Bank | 0.03% | No change | 6,670 | $547K |
| Shared Vision Wealth Group LLC | 0.19% | No change | 6,633 | $544K |
| Financial Insights, Inc. | 0.15% | No change | 6,631 | $543K |
| Drucker Wealth 3.0, LLC | 0.09% | Reduce -22.8% | 6,631 | $543K |
| Signature Resources Capital Management, LLC | 0.21% | No change | 6,606 | $541K |
| Faithward Advisors, LLC | 0.07% | Reduce -4.7% | 6,583 | $539K |
| MBE Wealth Management, LLC | 0.19% | Add +37.3% | 6,558 | $537K |
| Westmount Partners, LLC | 0.12% | No change | 6,536 | $536K |
| Penobscot Wealth Management | 0.14% | No change | 6,519 | $534K |
| Accredited Investors Inc. | 0.02% | Add +0.1% | 6,481 | $531K |
| Acorn Financial Advisory Services Inc. | 0.07% | No change | 6,308 | $517K |
| Glassman Wealth Services | 0.06% | Add +58.2% | 6,163 | $505K |
| Grey Ledge Advisors, LLC | 0.10% | No change | 6,153 | $504K |
| My Personal CFO, LLC | 0.20% | New | 6,144 | $503K |
| Norden Group LLC | 0.04% | Add +0.3% | 6,126 | $502K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | No change | 6,097 | $500K |
| Advyzon Investment Management, LLC | 0.04% | Add +2.3% | 6,023 | $494K |
| Washington Trust Bank | 0.03% | No change | 6,013 | $493K |
| Global Retirement Partners, LLC | 0.01% | — | 5,997 | $491K |
| Busey Bank | 0.01% | Reduce -0.2% | 5,989 | $491K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.2% | 5,924 | $485K |
| Brady Martz Wealth Solutions, LLC | 0.07% | Add +0.1% | 5,917 | $485K |
| Northeast Planning Associates, Inc. / NH / | 0.36% | Reduce -3.3% | 5,901 | $484K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 5,891 | $483K |
| Orrstown Financial Services Inc. | 0.07% | No change | 5,881 | $482K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 5,867 | $481K |
| Essential Investment Partners LLC | 0.38% | No change | 5,843 | $479K |
| Lionshead Wealth Management, LLC | 0.31% | Reduce -0.7% | 5,834 | $478K |
| Ridgewood Investments LLC | 0.18% | Add +0.1% | 5,814 | $476K |
| Vickerman Investment Advisors, Inc. | 0.09% | New | 5,774 | $473K |
| Prosperity Bancshares Inc | 0.31% | No change | 5,736 | $470K |
| Alliance Wealth Management Group | 0.09% | No change | 5,721 | $469K |
| Towercrest Capital Management | 0.07% | No change | 5,721 | $469K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -8.3% | 5,718 | $469K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,673 | $465K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 5,642 | $462K |
| Apriem Advisors | 0.04% | No change | 5,610 | $460K |
| Brookstone Capital Management | 0.00% | No change | 5,606 | $459K |
| Demming Financial Services Corp. | 0.29% | Reduce -18.6% | 5,592 | $458K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 5,587 | $458K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 5,538 | $454K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -3.7% | 5,517 | $452K |
| Wealth Advisors Northwest LLC | 0.15% | Add +0.2% | 5,515 | $452K |
| Rebalance, LLC | 0.02% | Reduce -6.1% | 5,508 | $451K |
| Total Clarity Wealth Management, Inc. | 0.09% | Reduce -0.8% | 5,489 | $450K |
| Silver Coast Investments LLC | 0.13% | Add +0.2% | 5,482 | $449K |
| Essential Planning, LLC. | 0.12% | Reduce -7.9% | 5,388 | $441K |
| Gradient Capital Advisors, LLC | 0.10% | Reduce -0.2% | 5,353 | $439K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.2% | 5,329 | $437K |
| Legacy Financial Advisors, Inc. | 0.05% | No change | 5,304 | $435K |
| CoreCap Advisors, LLC | 0.01% | Reduce -2.8% | 5,301 | $434K |
| Aerodigm Wealth, LLC | 0.14% | Reduce -4.4% | 5,203 | $426K |
| Paladin Wealth, LLC | 0.25% | Add +0.1% | 5,194 | $426K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -5.0% | 5,184 | $425K |
| Compton Wealth Advisory Group, LLC | 0.09% | No change | 5,165 | $422K |
| Winnacle Wealth LLC | 0.29% | Add +51.0% | 5,146 | $422K |
| NTV Asset Management LLC | 0.04% | No change | 5,115 | $419K |
| Main Street Group, LTD | 0.10% | No change | 5,094 | $417K |
| Verus Financial Partners, Inc. | 0.04% | Add +0.1% | 5,011 | $411K |
| Pacific Asset Management, LLC | 0.20% | Add +0.2% | 5,009 | $410K |
| First National Trust Co | 0.01% | No change | 5,000 | $410K |
| Integrity Investment Advisors, LLC | 0.18% | No change | 4,989 | $409K |
| Daytona Street Capital LLC | 0.30% | No change | 4,933 | $407K |
| Tanager Wealth Management LLP | 0.04% | Add +0.3% | 4,902 | $402K |
| Hollencrest Capital Management | 0.03% | No change | 4,862 | $398K |
| Porter White Investment Advisors, Inc. | 0.15% | No change | 4,861 | $398K |
| M1 Capital Management LLC | 0.15% | No change | 4,858 | $398K |
| Creative Financial Designs Inc. | 0.02% | Add +0.3% | 4,847 | $397K |
| Strategic Wealth Partners, Ltd. | 0.02% | No change | 4,801 | $393K |
| XTX Topco Ltd | 0.01% | Reduce -62.4% | 4,763 | $390K |
| DSG Capital Advisors, LLC | 0.06% | No change | 4,727 | $389K |
| Magnolia Private Wealth, LLC | 0.21% | Reduce -62.0% | 4,733 | $388K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 4,690 | $384K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 4,662 | $382K |
| Versant Capital Management, Inc | 0.03% | Add +0.2% | 4,643 | $380K |
| Weatherly Asset Management L. P. | 0.03% | No change | 4,643 | $380K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -0.2% | 4,634 | $380K |
| Reyes Financial Architecture, Inc. | 0.21% | Reduce -0.1% | 4,612 | $378K |
| Wingate Wealth Advisors, Inc. | 0.16% | Add +0.2% | 4,568 | $374K |
| Tyche Wealth Partners LLC | 0.05% | No change | 4,538 | $372K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 4,531 | $371K |
| Compass Advisory Group LLC | 0.09% | No change | 4,511 | $370K |
| Caldwell Trust Co | 0.03% | Reduce -12.2% | 4,453 | $365K |
| Manhattan West Asset Management, LLC | 0.06% | New | 4,449 | $365K |
| MBL Wealth, LLC | 0.02% | New | 4,436 | $363K |
| Prospera Capital Management, LLC | 0.11% | New | 4,336 | $357K |
| Ellevest, Inc. | 0.04% | Add +0.3% | 4,354 | $357K |
| Kinetic Wealth Investment Advisors LLC | 0.17% | — | 4,350 | $356K |
| Stonebrook Private Inc. | 0.06% | Add +0.1% | 4,308 | $353K |
| Tableaux LLC | 0.15% | Reduce -0.5% | 4,289 | $351K |
| Redwood Park Advisors LLC | 0.25% | Add +0.2% | 4,226 | $346K |
| AlTi Global, Inc. | 0.01% | Reduce -2.2% | 4,198 | $344K |
| Motco | 0.03% | No change | 4,184 | $343K |
| Leading Edge Financial Planning LLC | 0.06% | Reduce -0.5% | 4,156 | $341K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 4,142 | $339K |
| Capstone Capital LLC | 0.19% | No change | 4,133 | $339K |
| Yukon Wealth Management, Inc. | 0.10% | No change | 4,122 | $338K |
| Meridian Wealth Partners, LLC | 0.04% | No change | 4,109 | $337K |
| Aspiriant, LLC | 0.01% | No change | 4,078 | $334K |
| Marble Wealth, LLC | 0.05% | No change | 4,064 | $333K |
| Corundum Group, Inc. | 0.10% | No change | 4,054 | $332K |
| Ameritas Advisory Services, LLC | 0.01% | Add +12.5% | 4,035 | $331K |
| True North Advisors, LLC | 0.03% | Reduce -7.1% | 4,024 | $330K |
| Capital Square, LLC | 0.14% | Add +3.2% | 3,972 | $328K |
| Citadel Advisors | 0.00% | New | 3,992 | $327K |
| Northern Financial Advisors Inc | 0.21% | Add +0.1% | 3,932 | $322K |
| Ballast Financial Advisors LLC | 0.29% | No change | 3,924 | $322K |
| UMB Bank, n.a. | 0.00% | Reduce -2.0% | 3,921 | $321K |
| Elevation Wealth Partners, LLC | 0.10% | Add +0.3% | 3,881 | $318K |
| MJP Associates Inc. | 0.03% | Add +0.2% | 3,830 | $314K |
| Advisor OS, LLC | 0.02% | Add +0.2% | 3,830 | $314K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -0.0% | 3,829 | $314K |
| Up Capital Management, Inc. | 0.24% | Add +0.3% | 3,827 | $314K |
| HWG Holdings LP | 0.07% | No change | 3,819 | $313K |
| Spinnaker Investment Group, LLC | 0.05% | Add +3.1% | 3,805 | $312K |
| Drive Wealth Management, LLC | 0.06% | Reduce -19.4% | 3,773 | $309K |
| Robinswood Financial LLC | 0.09% | Add +0.0% | 3,752 | $308K |
| Allstreet Capital Advisors LLC | 0.20% | Add +0.2% | 3,740 | $306K |
| Burton Enright Welch | 0.04% | Reduce -0.6% | 3,700 | $303K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 3,672 | $301K |
| Ascent Group, LLC | 0.01% | Add +1.1% | 3,667 | $300K |
| Sageworth Trust Co of South Dakota | 0.18% | No change | 3,650 | $299K |
| Grandfield & Dodd, LLC | 0.02% | No change | 3,599 | $295K |
| Arcadia Wealth Management, Inc. | 0.14% | Reduce -25.5% | 3,597 | $295K |
| Strathmore Capital Advisors, Inc. | 0.08% | Reduce -32.6% | 3,601 | $295K |
| Krilogy Financial LLC | 0.01% | No change | 3,593 | $294K |
| Sittner & Nelson, LLC | 0.09% | No change | 3,514 | $288K |
| McGlone Suttner Wealth Management, Inc. | 0.03% | No change | 3,502 | $287K |
| Regions Financial Corp. | 0.00% | No change | 3,485 | $286K |
| Client 1ST Advisory Group, LLC | 0.08% | No change | 3,476 | $285K |
| Olistico Wealth, LLC | 0.12% | Add +0.4% | 3,474 | $285K |
| BlackDiamond Wealth Management, LLC | 0.11% | Reduce -1.2% | 3,334 | $282K |
| Aspirean Wealth, LLC | 0.26% | Reduce -3.3% | 3,433 | $281K |
| Integrity Financial Corp | 0.13% | No change | 3,408 | $279K |
| Rossby Financial, LCC | 0.05% | Reduce -0.8% | 3,394 | $278K |
| One Day In July LLC | 0.02% | No change | 3,390 | $278K |
| Rowlandmiller & Partners.adv | 0.05% | No change | 3,370 | $276K |
| American Financial Advisors, LLC | 0.03% | Add +0.0% | 3,353 | $275K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -3.6% | 3,351 | $275K |
| Hantz Financial Services, Inc. | 0.00% | Add +9.2% | 3,315 | $272K |
| Advisors Management Group Inc. | 0.04% | No change | 3,278 | $268K |
| Opulen Financial Group LLC | 0.17% | Add +1.1% | 3,266 | $268K |
| Sage Rhino Capital LLC | 0.04% | Reduce -0.7% | 3,227 | $264K |
| Planning Center, Inc. | 0.02% | Add +0.3% | 3,211 | $263K |
| E6 Portfolios, LLC | 0.21% | Reduce -3.5% | 3,195 | $262K |
| Disciplined Investors, L.L.C. | 0.13% | Add +0.2% | 3,194 | $262K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -0.7% | 3,176 | $260K |
| Matauro, LLC | 0.03% | Add +0.2% | 3,109 | $255K |
| RB Capital Management, LLC | 0.05% | Reduce -0.3% | 3,105 | $254K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 3,102 | $254K |
| Bull Oak Capital, LLC | 0.08% | No change | 3,079 | $252K |
| Gilbert & Cook, Inc. | 0.03% | No change | 3,057 | $250K |
| SCS Capital Management LLC | 0.00% | No change | 3,043 | $249K |
| JM2 Capital Inc. | 0.17% | No change | 3,027 | $248K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.3% | 3,017 | $247K |
| Trust Point Inc. | 0.02% | Reduce -38.7% | 2,990 | $245K |
| Brindle & Bay Financial Advisors, LLC | 0.12% | Add +5.3% | 2,987 | $245K |
| COFG Advisors, LLC | 0.04% | Add +0.3% | 2,975 | $244K |
| AlphaStar Capital Management, LLC | 0.02% | New | 2,971 | $243K |
| Inspire Advisors, LLC | 0.02% | Add +0.1% | 2,948 | $241K |
| Ironwood Investment Counsel, LLC | 0.03% | No change | 2,946 | $241K |
| AlphaCore Capital LLC | 0.00% | No change | 2,943 | $241K |
| Accel Wealth Management | 0.05% | No change | 2,939 | $241K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.02% | No change | 2,929 | $240K |
| Modern Wealth Management, LLC | 0.00% | Reduce -0.6% | 2,923 | $240K |
| NBT Bank, N.A. | 0.02% | Reduce -92.0% | 2,907 | $238K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 2,890 | $237K |
| City State Bank | 0.05% | Add +0.1% | 2,883 | $236K |
| Cutler Investment Counsel LLC | 0.02% | New | 2,871 | $235K |
| BNC Wealth Management, LLC | 0.06% | No change | 2,865 | $235K |
| Morton Capital Management LLC | 0.03% | Add +0.5% | 2,848 | $233K |
| Hutchens & Kramer Investment Management Group, LLC | 0.06% | Reduce -1.9% | 2,848 | $233K |
| VCI Wealth Management LLC | 0.06% | New | 2,805 | $230K |
| PKS Advisory Services, LLC | 0.04% | New | 2,791 | $229K |
| FSA Advisors, Inc. | 0.10% | Reduce -11.3% | 2,773 | $227K |
| Bailard, Inc. | 0.00% | New | 2,716 | $223K |
| Odyssey Group, LLC | 0.06% | — | 2,710 | $222K |
| CWC Advisors, LLC. | 0.10% | New | 2,693 | $221K |
| Dakota Wealth Management | 0.00% | New | 2,691 | $221K |
| CIBC Bancorp USA Inc. | 0.00% | New | 2,677 | $220K |
| Perennial Advisors, LLC | 0.03% | New | 2,678 | $219K |
| Johnson Investment Counsel Inc. | 0.00% | New | 2,662 | $218K |
| Lynch & Associates | 0.04% | New | 2,650 | $217K |
| Private Trust Co. NA | 0.02% | Add +16.5% | 2,645 | $217K |
| Strategy Asset Managers LLC | 0.03% | New | 2,631 | $216K |
| DeLarme Wealth Management, Inc. | 0.12% | New | 2,576 | $211K |
| Gill Capital Partners, LLC | 0.06% | Reduce -3.5% | 2,567 | $210K |
| Synergy Investment Management, LLC | 0.05% | Add +11.7% | 2,569 | $210K |
| West Wealth Group, LLC | 0.03% | New | 2,506 | $205K |
| Focused Wealth Management, Inc | 0.02% | New | 2,501 | $205K |
| High Probability Advisors, LLC | 0.02% | Reduce -13.5% | 2,501 | $205K |
| Highland Capital Management, LLC | 0.01% | New | 2,500 | $205K |
| Prosperity Advisers, LLC | 0.15% | Reduce -17.6% | 2,474 | $203K |
| Emprise Bank | 0.07% | New | 2,465 | $202K |
| Acropolis Investment Management, LLC | 0.01% | No change | 2,450 | $201K |
| Keating Financial Advisory Services, Inc. | 0.03% | No change | 2,383 | $195K |
| JPL Wealth Management, LLC | 0.04% | No change | 2,307 | $189K |
| Russell Investments Group, Ltd. | 0.00% | No change | 2,296 | $188K |
| Basecamp Wealth Advisors LLC | 0.03% | No change | 2,245 | $184K |
| Raffa Wealth Management, LLC | 0.02% | Reduce -1.5% | 2,215 | $181K |
| Hilltop National Bank | 0.04% | No change | 2,154 | $176K |
| Silicon Valley Capital Partners | 0.01% | Reduce -37.1% | 2,153 | $176K |
| Rialto Wealth Management, LLC | 0.03% | No change | 2,088 | $171K |
| Oakworth Capital, Inc. | 0.01% | No change | 2,078 | $170K |
| Strategic Wealth Advisors LLC | 0.14% | Add +5.4% | 2,257 | $167K |
| Kings Path Partners LLC | 0.04% | No change | 1,972 | $162K |
| IAG Wealth Partners, LLC | 0.02% | No change | 1,880 | $154K |
| WealthCollab, LLC | 0.06% | No change | 1,860 | $152K |
| Atmos Advisory, LLC | 0.08% | Add +0.3% | 1,852 | $152K |
| Ancora Advisors LLC | 0.00% | No change | 1,832 | $150K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,800 | $147K |
| Medallion Wealth Advisors, LLC | 0.05% | Reduce -0.3% | 1,791 | $144K |
| Abound Wealth Management | 0.03% | No change | 1,730 | $142K |
| MCF Advisors LLC | 0.01% | Add +3.0% | 1,703 | $140K |
| Fiduciary Financial Advisors | 0.01% | New | 1,648 | $135K |
| Delos Wealth Advisors, LLC | 0.07% | No change | 1,636 | $134K |
| SYM FINANCIAL Corp | 0.01% | No change | 1,625 | $133K |
| Fiduciary Advisors, Inc. | 0.09% | Add +0.3% | 1,620 | $133K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Add +0.3% | 1,586 | $130K |
| Marshall & Sterling Wealth Advisors Inc. | 0.07% | No change | 1,535 | $126K |
| Walsh & Associates, LLC | 0.10% | No change | 1,510 | $124K |
| Frazier Financial Advisors, LLC | 0.06% | Reduce -23.1% | 1,498 | $123K |
| S.A. Mason LLC | 0.04% | No change | 1,491 | $122K |
| Merrithew & Thorsten Inc | 0.10% | Add +0.2% | 1,387 | $113K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,363 | $112K |
| TFC Financial Management, Inc. | 0.01% | Add +0.2% | 1,318 | $108K |
| DecisionPoint Financial, LLC | 0.02% | Add +0.2% | 1,155 | $94K |
| Forum Finance Group S.A. | 0.03% | No change | 1,404 | $93K |
| First Community Trust NA | 0.04% | No change | 1,103 | $90K |
| Cornerstone Planning Group LLC | 0.01% | Add +29.2% | 1,045 | $85K |
| Crews Bank & Trust | 0.01% | No change | 1,034 | $85K |
| Atlatl Advisers LLC | 0.02% | New | 872 | $71K |
| Birchwood Financial Partners, Inc. | 0.06% | Add +0.2% | 863 | $71K |
| Gleason Group, Inc. | 0.01% | Add +0.2% | 832 | $68K |
| Flagship Wealth Advisors, LLC | 0.01% | New | 739 | $61K |
| Fairscale Capital, LLC | 0.04% | No change | 725 | $59K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -4.5% | 594 | $49K |
| Transce3nd, LLC | 0.39% | No change | 532 | $44K |
| Barrett & Company, Inc. | 0.01% | No change | 536 | $44K |
| Abound Financial, LLC | 0.01% | No change | 458 | $38K |
| Dunhill Financial, LLC | 0.01% | No change | 448 | $37K |
| Continuum Advisory, LLC | 0.00% | New | 447 | $37K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 428 | $35K |
| NorthAvenue LLC | 0.02% | No change | 409 | $34K |
| Ameriflex Group, Inc. | 0.01% | New | 393 | $32K |
| Evolution Wealth Management Inc. | 0.02% | No change | 336 | $28K |
| Truvestments Capital LLC | 0.00% | Reduce -19.6% | 255 | $21K |
| Trust Co. of Vermont | 0.00% | — | 227 | $19K |
| Winch Advisory Services, LLC | 0.00% | Add +0.5% | 225 | $18K |
| Navigoe, LLC | 0.01% | No change | 227 | $18K |
| Vanguard Advisers Inc. | 0.00% | Reduce -39.3% | 207 | $17K |
| Horizon Investments, LLC | 0.00% | New | 205 | $17K |
| Buck Wealth Strategies, LLC | 0.00% | New | 189 | $15K |
| New England Capital Financial Advisors LLC | 0.00% | New | 177 | $15K |
| Colonial Trust Co / SC | 0.00% | No change | 166 | $14K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 145 | $12K |
| Qube Research & Technologies Ltd | 0.00% | New | 133 | $11K |
| RHL Group, LLC | 0.01% | New | 102 | $8K |
| Bfsg, LLC | 0.00% | No change | 65 | $5K |
| National Bank of Canada | 0.00% | No change | 58 | $5K |
| Quent Capital, LLC | 0.00% | No change | 38 | $3K |
| BankChampaign, National Association | 0.00% | No change | 38 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 20 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 2 | $164 |
"% 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.