Dimensional US Marketwide VaDFUVETF
13F holders, Q1 2026 (March 31)769holders +29
50new positions
15sold out
2famous investors
$48.53avg. 13F price*
At the end of Q1 2026, 769 institutions reported holding Dimensional US Marketwide Va (DFUV) in their 13F filings, up 29 from Q4 2025. 50 opened new positions and 15 sold out. The largest holders were Mercer Global Advisors Inc. ($2.1B), Savant Capital, LLC ($746.2M) and Focus Partners Wealth ($712.2M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional US Marketwide Va
- CUSIP
- 25434V724
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $40.5M |
| Exits | 15 | $25.0M |
All 13F filers, Q4 2025 → Q1 2026: 8,074,257 shares bought and 4,220,474 shares sold, net +3,853,783 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 769 holders
| Mercer Global Advisors Inc. | 3.04% | Add +6.2% | 42,337,032 | $2.1B |
| Savant Capital, LLC | 3.61% | Reduce -2.4% | 15,398,022 | $746.2M |
| Focus Partners Wealth | 0.79% | Reduce -0.5% | 14,695,031 | $712.2M |
| Corient Private Wealth LP | 0.67% | Reduce -2.2% | 9,736,043 | $471.8M |
| Index Fund Advisors, Inc. | 12.52% | Add +0.1% | 5,738,753 | $278.1M |
| Plancorp, LLC | 7.90% | Reduce -2.8% | 5,558,959 | $277.6M |
| Northern Trust Corp. | 0.04% | Reduce -5.8% | 5,544,720 | $268.7M |
| Creative Planning | 0.16% | Reduce -1.7% | 4,952,745 | $240.0M |
| Focus Partners Advisor Solutions, LLC | 2.42% | Add +6.8% | 4,949,965 | $239.9M |
| HighTower Advisors, LLC | 0.23% | Reduce -1.4% | 4,467,375 | $216.5M |
| TCI Wealth Advisors, Inc. | 8.91% | Add +4.3% | 3,464,039 | $167.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.69% | Add +4.5% | 3,194,495 | $154.8M |
| Cerity Partners LLC | 0.17% | Add +2.3% | 2,532,792 | $122.7M |
| Modera Wealth Management, LLC | 1.27% | Reduce -0.7% | 2,179,811 | $105.6M |
| Maseco LLP | 3.07% | Reduce -0.6% | 2,021,042 | $97.9M |
| Truepoint, Inc. | 2.10% | Reduce -1.2% | 1,943,122 | $94.2M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Reduce -33.1% | 1,806,666 | $87.9M |
| Trust Co of the South | 13.46% | Reduce -2.0% | 1,727,175 | $83.7M |
| Jackson Thornton Wealth Management, LLC | 7.52% | Reduce -1.0% | 1,674,054 | $83.6M |
| Raymond James Financial Inc. | 0.02% | Add +0.6% | 1,373,581 | $66.6M |
| Beacon Pointe Advisors, LLC | 0.35% | Add +4.1% | 1,373,476 | $66.6M |
| LPL Financial LLC | 0.02% | Add +0.8% | 1,366,685 | $66.2M |
| Evanson Asset Management, LLC | 3.48% | Add +0.4% | 1,338,275 | $64.9M |
| Choreo, LLC | 0.76% | Reduce -1.7% | 1,279,108 | $62.0M |
| Foster Group, Inc. | 1.84% | Reduce -0.6% | 1,274,002 | $61.7M |
| Beaird Harris Wealth Management, LLC | 4.03% | Reduce -3.5% | 1,224,800 | $59.4M |
| Forum Financial Management, LP | 0.80% | Reduce -1.5% | 1,173,592 | $56.9M |
| Pathstone Holdings, LLC | 0.22% | Reduce -6.2% | 1,159,964 | $56.2M |
| Apella Capital, LLC | 0.81% | Add +45.6% | 1,074,939 | $54.7M |
| Allworth Financial LP | 0.22% | Add +54.0% | 1,104,019 | $53.5M |
| Sachem Hill LLC | 9.96% | Reduce -0.4% | 1,060,870 | $51.4M |
| Parkwoods Wealth Partners, LLC | 12.18% | Add +8.8% | 1,024,876 | $49.7M |
| Monograph Wealth Advisors, LLC | 4.66% | Add +4.8% | 1,014,868 | $49.2M |
| Porter White Investment Advisors, Inc. | 18.98% | Add +0.5% | 977,943 | $47.4M |
| Team Hewins, LLC | 13.89% | Reduce -0.7% | 964,366 | $46.7M |
| Triune Financial Partners, LLC | 11.02% | Add +0.9% | 956,405 | $46.3M |
| TFC Financial Management, Inc. | 5.43% | Reduce -0.9% | 909,157 | $44.1M |
| Elser Financial Planning, Inc | 2.09% | Add +12073.9% | 891,980 | $43.1M |
| Keb Asset Management, LLC | 7.88% | Add +2.5% | 849,146 | $41.1M |
| Heritage Investment Group, Inc. | 6.20% | Reduce -2.9% | 845,476 | $41.0M |
| Guardian Wealth Management, LLC | 12.40% | Reduce -1.4% | 843,510 | $40.9M |
| Smartleaf Asset Management LLC | 1.45% | Add +2.5% | 847,220 | $40.3M |
| Disciplined Equity Management, Inc. | 19.69% | Add +0.8% | 808,704 | $39.2M |
| Earned Wealth Advisors, LLC | 2.59% | Add +0.4% | 800,485 | $38.8M |
| M Holdings Securities, Inc. | 2.61% | Add +16.7% | 769,593 | $38.7M |
| Verus Financial Partners, Inc. | 3.40% | Add +25.7% | 751,341 | $37.9M |
| Sax Wealth Advisors, LLC | 1.83% | Reduce -0.2% | 812,006 | $37.8M |
| Wescott Financial Advisory Group, LLC | 3.28% | Add +0.2% | 771,747 | $37.4M |
| Integrated Wealth Concepts LLC | 0.29% | Add +15.3% | 759,047 | $36.8M |
| Dixon Fnancial Services, Inc. | 16.33% | Reduce -1.4% | 750,565 | $36.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +54.3% | 748,451 | $36.3M |
| Mariner, LLC | 0.04% | Add +8.9% | 729,224 | $35.3M |
| Factor Wealth Management LTD | 6.55% | Add +33.0% | 718,370 | $34.8M |
| Mission Wealth Management, LP | 0.72% | Reduce -0.8% | 713,110 | $34.6M |
| Tillman Hartley LLC | 8.66% | Reduce -3.3% | 711,422 | $34.5M |
| Planning Center, Inc. | 3.49% | Reduce -6.2% | 711,348 | $34.5M |
| Richard Young Associates, Ltd. | 26.13% | Add +0.8% | 710,025 | $34.4M |
| Aspiriant, LLC | 0.98% | Reduce -1.4% | 708,215 | $34.3M |
| Wealth Management Nebraska | 3.47% | Reduce -0.3% | 706,853 | $34.3M |
| Wealth Architects, LLC | 3.02% | Reduce -1.5% | 700,295 | $33.9M |
| Heritage Wealth Management, Inc./Texas | 14.25% | Add +1.8% | 687,946 | $33.3M |
| Cardiff Park Advisors, LLC | 2.49% | Reduce -5.8% | 641,341 | $31.1M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -4.2% | 625,503 | $30.3M |
| McLean Asset Management Corp | 5.21% | Reduce -2.1% | 614,532 | $29.8M |
| Three Arch Wealth Management LLC | 5.24% | Reduce -0.2% | 601,260 | $29.1M |
| WPWealth LLP | 4.45% | Add +3.5% | 600,464 | $29.1M |
| RW Investment Management LLC | 2.76% | — | 587,440 | $28.5M |
| Premier Financial Group | 4.78% | Reduce -1.9% | 574,917 | $28.0M |
| ShankerValleau Wealth Advisors, Inc. | 7.86% | Reduce -0.9% | 575,666 | $27.9M |
| Root Financial Partners, LLC | 1.29% | Reduce -13.4% | 573,822 | $27.8M |
| Farther Finance Advisors, LLC | 0.26% | Add +17.5% | 561,231 | $27.3M |
| TFO Wealth Partners, LLC | 3.68% | Add +0.5% | 559,190 | $27.1M |
| Meritas Wealth Management, LLC | 12.24% | Reduce -0.9% | 558,686 | $27.1M |
| Symmetry Partners, LLC | 1.51% | Reduce -6.8% | 546,249 | $26.5M |
| Moisand Fitzgerald Tamayo, LLC | 2.84% | Reduce -2.1% | 544,583 | $26.4M |
| LRI Investments, LLC | 2.34% | Reduce -0.5% | 544,342 | $26.4M |
| WorthPointe, LLC | 6.87% | Reduce -8.0% | 519,954 | $25.2M |
| Bayshore Asset Management, LLC | 10.00% | Add +0.8% | 518,316 | $25.1M |
| Petersen Hastings Wealth Advisors Inc. | 2.27% | Reduce -1.2% | 510,338 | $24.7M |
| 1900 Wealth Management LLC | 1.58% | Reduce -1.0% | 508,250 | $24.6M |
| Benningfield Financial Advisors, LLC | 19.38% | Add +0.3% | 506,819 | $24.6M |
| American Investment Services, Inc. | 5.19% | Reduce -1.1% | 480,336 | $23.3M |
| Stifel Financial Corp. | 0.02% | Add +1.0% | 478,562 | $23.2M |
| Mather Group, Llc. | 0.23% | Reduce -1.1% | 477,984 | $23.2M |
| RS Crum Inc. | 4.41% | Add +0.4% | 470,251 | $22.8M |
| Kooman & Associates | 6.78% | Add +0.2% | 469,310 | $22.7M |
| Legacy Financial Group, Inc. | 5.99% | Reduce -0.7% | 468,036 | $22.7M |
| Vise Technologies, Inc. | 0.44% | No change | 483,484 | $22.5M |
| Prudent Man Investment Management, Inc. | 7.52% | Reduce -0.1% | 479,619 | $22.3M |
| Cetera Investment Advisers | 0.02% | Add +2.0% | 456,868 | $22.1M |
| DiNuzzo Private Wealth, Inc. | 2.38% | Reduce -2.1% | 455,449 | $22.1M |
| AQR Capital Management | 0.01% | Add +16.1% | 445,689 | $21.6M |
| Baker Boyer National Bank | 6.44% | Reduce -0.3% | 442,147 | $21.4M |
| Sequoia Financial Advisors, LLC | 0.12% | Reduce -3.4% | 435,624 | $21.1M |
| Fischer Investment Strategies, LLC | 12.09% | New | 427,492 | $20.7M |
| UBS Group AG | 0.00% | Add +8.7% | 410,867 | $19.9M |
| Dopkins Wealth Management, LLC | 7.90% | Reduce -4.9% | 405,795 | $19.7M |
| Claris Advisors, LLC / Mo / | 5.71% | Reduce -1.4% | 394,038 | $19.1M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -6.3% | 386,382 | $18.7M |
| Confluence Wealth Services, Inc. | 0.70% | Add +3.7% | 371,306 | $18.0M |
| Juncture Wealth Strategies, LLC | 5.92% | Reduce -6.8% | 365,388 | $17.7M |
| Graves Light Lenhart Wealth, Inc. | 1.78% | Add +8.9% | 353,811 | $17.1M |
| Quantinno Capital Management LP | 0.03% | Add +26.7% | 339,017 | $16.4M |
| Mosaic Family Wealth Partners, LLC | 1.66% | Reduce -0.5% | 335,593 | $16.3M |
| Pillar Financial Advisors, LLC | 9.44% | Reduce -1.7% | 333,437 | $16.2M |
| Ruedi Wealth Management, Inc. | 4.11% | Reduce -1.1% | 329,582 | $16.0M |
| Austin Asset Management Co Inc | 2.67% | Reduce -1.4% | 326,638 | $15.8M |
| Spire Wealth Management | 0.54% | Add +2.1% | 325,948 | $15.8M |
| Navigoe, LLC | 9.19% | Add +1.0% | 321,287 | $15.6M |
| Savvy Advisors, Inc. | 0.42% | Add +7.9% | 320,173 | $15.5M |
| Larson Financial Group LLC | 0.50% | Reduce -0.5% | 319,918 | $15.5M |
| Financial Synergies Wealth Advisors, Inc. | 1.47% | Reduce -1.9% | 317,935 | $15.4M |
| Pinney & Scofield, Inc. | 8.30% | Reduce -0.6% | 317,449 | $15.4M |
| OneDigital Investment Advisors LLC | 0.15% | Reduce -3.8% | 315,939 | $15.3M |
| Atlantic Union Bankshares Corp | 0.29% | Add +2.9% | 314,421 | $15.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.6% | 318,534 | $15.1M |
| Summit Wealth Group, LLC | 3.46% | Add +3.4% | 311,177 | $15.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -5.8% | 299,195 | $14.5M |
| Squire Investment Management Company, LLC | 4.01% | Add +0.9% | 298,002 | $14.4M |
| Diversified Portfolios, Inc. | 1.17% | Reduce -1.8% | 294,450 | $14.3M |
| Dynamic Advisor Solutions LLC | 0.45% | Add +2.5% | 292,661 | $14.2M |
| Professional Financial Solutions LLC | 12.60% | Reduce -0.7% | 292,336 | $14.2M |
| Morgan Stanley | 0.00% | Reduce -1.1% | 287,126 | $13.9M |
| Sterling Wealth Management, Inc. | 3.79% | Reduce -0.7% | 285,040 | $13.8M |
| BIP Wealth, LLC | 0.56% | Reduce -1.3% | 282,450 | $13.7M |
| Bridgewater Advisors Inc. | 0.81% | Add +0.1% | 257,917 | $13.6M |
| Altiora Financial Group, LLC | 2.23% | Add +0.3% | 279,484 | $13.5M |
| New Dimensions Wealth Management, LLC | 11.44% | Reduce -0.5% | 277,530 | $13.4M |
| Addison Advisors LLC | 2.93% | Reduce -0.5% | 273,612 | $13.3M |
| Frankly Finances, LLC | 11.76% | Add +0.9% | 268,240 | $13.0M |
| Wells Fargo & Company | 0.00% | Add +6.4% | 262,120 | $12.7M |
| Andrews, Lucia Wealth Management LLC | 7.54% | Add +0.5% | 260,431 | $12.6M |
| Lauterbach Financial Advisors, LLC | 6.11% | Reduce -0.9% | 258,255 | $12.5M |
| Kestra Advisory Services, LLC | 0.05% | Add +10.6% | 257,029 | $12.5M |
| Vestia Personal Wealth Advisors | 5.68% | Add +1.8% | 249,589 | $12.1M |
| Bank of Montreal | 0.00% | Add +783.3% | 243,493 | $11.8M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -7.2% | 241,099 | $11.7M |
| Burk Holdings LLC | 4.72% | Add +4.7% | 227,189 | $11.0M |
| Investmark Advisory Group LLC | 4.71% | Reduce -3.2% | 227,057 | $11.0M |
| RTD Financial Advisors, Inc. | 1.32% | Reduce -3.4% | 221,461 | $10.7M |
| JDH Wealth Management, LLC | 7.15% | Reduce -2.3% | 218,920 | $10.6M |
| Capstone Wealth Management, LLC | 7.17% | Reduce -0.6% | 212,076 | $10.3M |
| Compound Planning, Inc. | 0.31% | Add +12.3% | 208,319 | $10.1M |
| Tobias Financial Advisors, Inc. | 1.38% | Reduce -2.1% | 205,269 | $9.9M |
| Versant Capital Management, Inc | 0.98% | Add +0.0% | 204,894 | $9.9M |
| Jones Financial Companies LLLP | 0.00% | Add +4.0% | 205,233 | $9.8M |
| Rf&l Wealth Management, LLC | 7.29% | Reduce -1.7% | 200,932 | $9.7M |
| Greenspring Advisors, LLC | 0.59% | Reduce -1.9% | 199,911 | $9.7M |
| MAI Capital Management | 0.05% | Reduce -1.0% | 194,802 | $9.4M |
| Peirce Capital Management, LLC | 3.69% | Reduce -1.1% | 194,554 | $9.4M |
| Level Financial Advisors | 2.39% | Reduce -0.9% | 193,167 | $9.4M |
| Visionary Wealth Advisors | 0.41% | Add +0.8% | 191,693 | $9.3M |
| EverSource Wealth Advisors, LLC | 0.28% | Add +4.6% | 188,727 | $9.1M |
| Walsh & Associates, LLC | 8.99% | Add +3.3% | 187,026 | $9.1M |
| Werba Rubin Papier Wealth Management | 1.25% | Reduce -0.8% | 184,971 | $9.0M |
| Bank of America Corp. | 0.00% | Add +2.9% | 184,478 | $8.9M |
| Truist Financial Corp. | 0.01% | Add +17.4% | 180,199 | $8.7M |
| Wealthspire Advisors, LLC | 0.07% | Reduce -7.4% | 178,351 | $8.6M |
| Strathmore Capital Advisors, Inc. | 2.43% | Reduce -0.1% | 168,130 | $8.6M |
| Financial Harvest, LLC | 4.99% | Reduce -2.8% | 174,932 | $8.5M |
| Baker Tilly Wealth Management, LLC | 2.02% | Add +3.8% | 171,652 | $8.3M |
| Belleair Asset Management, LLC | 7.43% | No change | 168,153 | $8.1M |
| Cwm, LLC | 0.02% | Add +0.6% | 167,038 | $8.1M |
| TruNorth Capital Management, LLC | 1.52% | Add +0.0% | 163,527 | $7.9M |
| Ariadne Wealth Management, LP | 3.54% | Add +0.0% | 162,925 | $7.9M |
| Seneschal Advisors, LLC | 5.84% | Add +0.4% | 162,247 | $7.9M |
| Sprinkle Financial Consultants LLC | 3.52% | Reduce -5.7% | 157,001 | $7.6M |
| Exencial Wealth Advisors, LLC | 0.23% | Reduce -3.5% | 154,713 | $7.5M |
| JFS Wealth Advisors, LLC | 0.41% | Reduce -1.1% | 152,003 | $7.4M |
| Lutz Financial Services LLC | 0.49% | Reduce -1.0% | 150,558 | $7.3M |
| Summit Portfolio Management, LTD. | 4.58% | — | 146,929 | $7.1M |
| Kondo Wealth Advisors, Inc. | 2.61% | Reduce -2.1% | 142,951 | $6.9M |
| Weinberger Asset Management, Inc | 2.57% | Add +9.2% | 141,417 | $6.9M |
| First National Bank Sioux Falls | 1.85% | No change | 134,254 | $6.8M |
| CarsonAllaria Wealth Management, Ltd. | 3.31% | Reduce -2.4% | 138,441 | $6.7M |
| Northwest Wealth Management, LLC | 0.99% | Reduce -1.0% | 135,865 | $6.6M |
| Aegis Wealth Management LLC | 3.76% | Reduce -7.6% | 135,837 | $6.6M |
| Captrust Financial Advisors | 0.01% | Reduce -0.1% | 135,622 | $6.6M |
| Abacus Wealth Partners, LLC | 0.60% | Add +8.7% | 135,411 | $6.6M |
| Shearwater Capital LLC | 3.38% | Reduce -1.0% | 133,062 | $6.4M |
| EnRich Financial Partners LLC | 1.69% | Reduce -0.9% | 131,624 | $6.4M |
| Strategic Investment Solutions, Inc. | 1.52% | Reduce -0.4% | 130,123 | $6.3M |
| Cherry Tree Wealth Management, LLC | 1.33% | Reduce -0.7% | 129,946 | $6.3M |
| Lam Group, Inc. | 3.45% | Reduce -0.7% | 129,431 | $6.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +20.1% | 128,383 | $6.2M |
| HUB Investment Partners, LLC | 0.15% | Add +2353.0% | 127,631 | $6.2M |
| GEM Asset Management, LLC | 2.73% | Add +1.3% | 127,468 | $6.2M |
| Builder Investment Group Inc. | 1.34% | No change | 127,393 | $6.2M |
| Colorado Capital Management, Inc. | 2.30% | Reduce -2.6% | 127,074 | $6.2M |
| Gradient Capital Advisors, LLC | 1.58% | Reduce -3.5% | 125,919 | $6.1M |
| Annandale Capital, LLC | 1.00% | Reduce -0.8% | 125,209 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.1% | 124,587 | $6.0M |
| BOK Financial Private Wealth, Inc. | 0.36% | Reduce -0.2% | 124,098 | $6.0M |
| FMR LLC | 0.00% | Add +15.4% | 123,526 | $6.0M |
| WNY Asset Management, LLC | 0.61% | — | 122,439 | $5.9M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -8.9% | 118,388 | $5.7M |
| Merit Financial Group, LLC | 0.04% | Add +289.1% | 117,682 | $5.7M |
| Royal Bank of Canada | 0.00% | Reduce -5.7% | 117,609 | $5.7M |
| Forteris Wealth Management Inc. | 5.44% | Add +2.5% | 117,257 | $5.7M |
| PFG Advisors | 0.28% | Add +6.6% | 116,621 | $5.7M |
| Sollinda Capital Management LLC | 1.34% | Add +9.2% | 113,730 | $5.5M |
| AG Asset Advisory, LLC | 4.55% | Add +10.7% | 113,137 | $5.5M |
| Simplicity Wealth,LLC | 0.31% | Reduce -2.2% | 113,007 | $5.5M |
| Evensky & Katz LLC | 0.30% | Reduce -4.7% | 110,033 | $5.3M |
| Cogent Strategic Wealth LLC | 5.48% | Reduce -0.8% | 110,017 | $5.3M |
| Fiduciary Financial Advisors | 4.69% | — | 108,407 | $5.3M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -1.1% | 107,689 | $5.2M |
| FMB Wealth Management | 2.12% | Reduce -0.8% | 105,699 | $5.1M |
| United Capital Financial Advisors, LLC | 0.03% | Add +0.0% | 105,257 | $5.1M |
| Trace Wealth Advisors, LLC | 3.67% | No change | 101,158 | $4.9M |
| Cascade Wealth Advisors, Inc | 2.14% | Add +4.0% | 93,113 | $4.9M |
| Vannoy Advisory Group, Inc. | 3.07% | Reduce -0.6% | 100,205 | $4.9M |
| Joel Isaacson & Co., LLC | 0.16% | No change | 99,486 | $4.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +17.2% | 99,429 | $4.8M |
| Investment Advisory Group, LLC | 1.21% | No change | 98,192 | $4.8M |
| Verdence Capital Advisors LLC | 0.28% | No change | 98,091 | $4.8M |
| Arkadios Wealth Advisors | 0.08% | Add +299.3% | 97,740 | $4.7M |
| SwitchPoint Financial Planning, LLC | 3.19% | Reduce -0.9% | 97,085 | $4.7M |
| US Bancorp \de | 0.01% | Reduce -1.3% | 96,216 | $4.7M |
| Summit Financial Strategies, Inc. | 0.36% | Reduce -1.3% | 95,351 | $4.6M |
| HMV Wealth Advisors, LLC | 2.14% | Add +0.3% | 93,944 | $4.6M |
| McCartney Wealth Management LLC | 3.75% | Reduce -2.9% | 91,894 | $4.5M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +5.9% | 89,352 | $4.3M |
| Pacific Asset Management, LLC | 2.36% | Reduce -2.7% | 87,142 | $4.2M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.02% | — | 84,470 | $4.1M |
| Intelligent Financial Strategies | 2.11% | Reduce -21.6% | 83,718 | $4.1M |
| BluePrint Investing LLC | 3.53% | Reduce -4.0% | 81,871 | $4.0M |
| Tumwater Wealth Management, LLC | 1.58% | Reduce -3.3% | 81,230 | $3.9M |
| 55 North Private Wealth, LLC | 0.98% | Reduce -0.0% | 78,644 | $3.8M |
| Axis Wealth Partners, LLC | 2.01% | Add +2.7% | 77,890 | $3.8M |
| Virtue Asset Management LLC | 3.04% | No change | 76,969 | $3.7M |
| Embree Financial Group | 0.43% | Reduce -21.2% | 75,707 | $3.7M |
| TAGStone Capital, Inc. | 1.29% | Add +45.8% | 75,408 | $3.7M |
| Kilner Capital Advisors, LLC | 3.49% | Reduce -4.3% | 75,270 | $3.6M |
| WASHINGTON TRUST Co | 0.12% | No change | 75,104 | $3.6M |
| Aspen Capital Management, LLC | 0.88% | Add +0.1% | 73,758 | $3.6M |
| Vistica Wealth Advisors, LLC | 3.49% | Reduce -11.5% | 72,272 | $3.5M |
| Cloud Capital Management, LLC | 1.52% | Add +51.9% | 71,760 | $3.5M |
| Regions Financial Corp. | 0.02% | Reduce -0.7% | 71,660 | $3.5M |
| Wealth Advisors Northwest LLC | 1.44% | Reduce -0.6% | 70,879 | $3.4M |
| Prospera Financial Services Inc | 0.06% | Add +1.7% | 70,571 | $3.4M |
| Generations Wealth, LLC | 3.24% | Add +3.9% | 68,873 | $3.3M |
| Zhang Financial LLC | 0.11% | Reduce -2.9% | 68,010 | $3.3M |
| BWM Planning, LLC | 0.87% | No change | 67,707 | $3.3M |
| Navigate Wealth Management, LLC | 2.26% | — | 63,383 | $3.2M |
| Clearstead Advisors, LLC | 0.03% | Reduce -11.2% | 66,219 | $3.2M |
| Disciplined Investments, LLC | 1.14% | Reduce -0.2% | 65,552 | $3.2M |
| Laird Norton Wetherby Trust Company, LLC | 0.07% | No change | 65,323 | $3.2M |
| Cresset Asset Management, LLC | 0.01% | Add +1.7% | 64,999 | $3.1M |
| Glass Jacobson Investment Advisors llc | 1.09% | Add +0.9% | 64,955 | $3.1M |
| Melfa Wealth Management, Inc. | 1.73% | Reduce -0.9% | 62,339 | $3.0M |
| Woodside Wealth Management LLC | 2.36% | Reduce -0.6% | 62,321 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 60,274 | $2.9M |
| Westmount Partners, LLC | 0.72% | No change | 60,240 | $2.9M |
| MML Investors Services, LLC | 0.01% | Reduce -38.5% | 59,238 | $2.9M |
| Clarity Capital Advisors, LLC | 1.34% | Add +1.9% | 59,185 | $2.9M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Add +0.0% | 58,800 | $2.8M |
| Cypress Wealth Services, LLC | 0.40% | Reduce -6.3% | 58,343 | $2.8M |
| Clark Asset Management, LLC | 0.26% | Add +6.1% | 58,170 | $2.8M |
| Triumph Capital Management | 0.57% | Add +3.3% | 57,393 | $2.8M |
| Poinciana Advisors Group, LLC | 2.18% | Add +1.5% | 57,039 | $2.8M |
| Bridge Generations Wealth Management LLC | 1.58% | No change | 56,732 | $2.7M |
| Fonville Wealth Management LLC | 0.51% | Reduce -0.5% | 55,459 | $2.7M |
| Family CFO Inc | 1.20% | No change | 55,422 | $2.7M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -0.1% | 54,749 | $2.7M |
| Foundation Wealth Management, LLC\PA | 0.92% | Reduce -1.0% | 53,781 | $2.6M |
| Capital Investment Advisory Services, LLC | 0.19% | Add +0.4% | 53,470 | $2.6M |
| Daybright Advisory Services, Inc. | 0.71% | Add +6.0% | 53,306 | $2.6M |
| Quantum Financial Advisors, LLC | 0.29% | No change | 53,107 | $2.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.0% | 52,714 | $2.6M |
| Warwick Investment Management, Inc. | 0.36% | Add +0.4% | 51,910 | $2.5M |
| Nicholas Hoffman & Company, LLC. | 0.06% | Reduce -10.4% | 51,119 | $2.5M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.3% | 47,523 | $2.4M |
| Curi Capital, LLC | 0.04% | Reduce -3.3% | 49,677 | $2.4M |
| Blair William & Co. | 0.01% | Add +8.1% | 48,777 | $2.4M |
| Quadrature Capital Ltd | 0.03% | New | 47,631 | $2.3M |
| Ieq Capital, LLC | 0.01% | Add +0.1% | 47,429 | $2.3M |
| 25 LLC | 0.69% | Add +0.2% | 46,410 | $2.2M |
| Blue Trust, Inc. | 0.03% | Add +1.4% | 45,732 | $2.2M |
| Kane Co Wealth Management, Inc. | 1.84% | Reduce -5.8% | 45,150 | $2.2M |
| Stone Summit Wealth LLC | 0.60% | Reduce -0.5% | 44,320 | $2.1M |
| Valued Wealth Advisors LLC | 0.85% | Reduce -5.8% | 43,457 | $2.1M |
| CFS Investment Advisory Services, LLC | 0.14% | Reduce -44.7% | 41,065 | $2.1M |
| IFP Advisors, Inc | 0.04% | Add +25.7% | 42,720 | $2.1M |
| Samalin Investment Counsel, LLC | 0.73% | Add +6.0% | 42,338 | $2.1M |
| Curio Wealth, LLC | 0.70% | No change | 42,103 | $2.0M |
| Tred Avon Family Wealth, LLC | 0.68% | No change | 41,902 | $2.0M |
| Tarbox Family Office, Inc. | 0.33% | No change | 41,863 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.6% | 41,839 | $2.0M |
| IFG Advisors, LLC | 0.32% | No change | 40,523 | $2.0M |
| Rialto Wealth Management, LLC | 0.44% | Add +0.0% | 40,426 | $2.0M |
| Aurelius Family Office LLC | 0.84% | Reduce -7.2% | 40,093 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | Reduce -13.8% | 41,594 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +11.3% | 39,522 | $1.9M |
| Brown Advisory Inc. | 0.00% | No change | 39,158 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.1% | 38,334 | $1.9M |
| Websterrogers Financial Advisors, LLC | 0.53% | Reduce -2.5% | 38,003 | $1.8M |
| Entelevest, LLC | 1.84% | Reduce -7.8% | 36,849 | $1.8M |
| Kavar Capital Partners Group, LLC | 0.22% | Add +0.0% | 36,822 | $1.8M |
| Empowered Funds, LLC | 0.01% | Add +3.1% | 36,672 | $1.8M |
| FAS Wealth Partners, Inc. | 0.11% | Reduce -12.1% | 36,189 | $1.8M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 35,976 | $1.7M |
| Francis Financial, Inc. | 0.32% | Reduce -15.7% | 35,690 | $1.7M |
| Renaissance Technologies | 0.00% | New | 35,100 | $1.7M |
| Cordant, Inc. | 0.69% | Reduce -3.1% | 34,873 | $1.7M |
| Cambria Investment Management, L.P. | 0.09% | Reduce -1.2% | 34,309 | $1.7M |
| Matauro, LLC | 0.24% | Reduce -39.1% | 34,145 | $1.7M |
| Beacon Financial Advisory LLC | 0.37% | Reduce -2.3% | 33,491 | $1.6M |
| XY Planning Network, Inc. | 0.26% | Reduce -1.2% | 32,965 | $1.6M |
| Quadcap Wealth Management, LLC | 0.18% | No change | 32,970 | $1.6M |
| Diversify Wealth Management, LLC | 0.03% | New | 31,117 | $1.6M |
| Aspen Wealth Management LLC | 0.32% | No change | 32,755 | $1.6M |
| ARK & TLK Investments, LLC | 0.43% | Reduce -0.9% | 32,500 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +0.5% | 32,368 | $1.6M |
| Klingman & Associates, LLC | 0.07% | Add +0.3% | 31,543 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +0.3% | 31,466 | $1.5M |
| Cogent Private Wealth, Inc. | 1.10% | Add +0.0% | 31,346 | $1.5M |
| Applied Capital LLC | 0.56% | Reduce -0.1% | 31,214 | $1.5M |
| Busey Bank | 0.04% | Add +0.2% | 31,165 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +22.2% | 30,127 | $1.5M |
| Fifth Third Bancorp | 0.00% | Add +34.9% | 29,905 | $1.4M |
| Bragg Financial Advisors, Inc | 0.05% | No change | 29,836 | $1.4M |
| Verus Wealth Management, LLC | 1.34% | Reduce -1.0% | 29,765 | $1.4M |
| Parkside Financial Bank & Trust | 0.11% | Add +0.0% | 29,323 | $1.4M |
| Fiduciary Trust Co | 0.02% | No change | 28,865 | $1.4M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -0.4% | 28,642 | $1.4M |
| Wick Capital Partners, LLC | 0.25% | No change | 28,339 | $1.4M |
| Eldridge Investment Advisors, Inc. | 0.30% | Add +0.7% | 27,995 | $1.4M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | No change | 27,741 | $1.3M |
| RAM Investment Partners, LLC | 0.24% | Reduce -4.5% | 27,714 | $1.3M |
| Oath Planning, LLC | 1.19% | Add +0.5% | 27,601 | $1.3M |
| Farmers National Bank | 0.29% | Reduce -3.4% | 27,509 | $1.3M |
| Measured Wealth Private Client Group, LLC | 0.36% | Reduce -0.2% | 26,866 | $1.3M |
| New England Private Wealth Advisors LLC | 0.15% | Add +0.3% | 26,656 | $1.3M |
| Garde Capital, Inc. | 0.08% | No change | 26,598 | $1.3M |
| M Wealth Management, LLC | 1.08% | No change | 26,461 | $1.3M |
| Waverly Advisors, LLC | 0.01% | Add +13.3% | 26,450 | $1.3M |
| LBMC Investment Advisors, LLC | 0.08% | Add +0.2% | 26,371 | $1.3M |
| BlackRock, Inc. | 0.00% | Add +7.2% | 26,304 | $1.3M |
| SJS Investment Consulting Inc. | 0.15% | No change | 26,169 | $1.3M |
| Pictet North America Advisors SA | 0.12% | No change | 25,825 | $1.3M |
| Bannerman Wealth Management Group, LLC | 0.83% | Reduce -2.5% | 25,514 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Add +4.9% | 25,278 | $1.2M |
| VestGen Advisors, LLC | 0.03% | Add +118.1% | 22,664 | $1.2M |
| Financial Council, LLC | 0.46% | No change | 24,585 | $1.2M |
| Tru Independence Asset Management 2, LLC | 0.73% | Reduce -0.5% | 24,511 | $1.2M |
| Kathmere Capital Management, LLC | 0.07% | Add +16.4% | 23,959 | $1.2M |
| &partners | 0.01% | Reduce -2.3% | 23,843 | $1.2M |
| Phillips Financial Management, LLC | 0.08% | Add +0.3% | 23,814 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +24.7% | 23,785 | $1.2M |
| Integrated Advisors Network LLC | 0.06% | Reduce -8.0% | 23,264 | $1.1M |
| M&T Bank Corp | 0.00% | Reduce 0.0% | 23,204 | $1.1M |
| Midwest Trust Co | 0.01% | No change | 22,999 | $1.1M |
| Signaturefd, LLC | 0.02% | Add +0.0% | 22,975 | $1.1M |
| Parallel Advisors, LLC | 0.02% | No change | 22,897 | $1.1M |
| Silver Oak Advisory Group, Inc. | 0.48% | No change | 22,883 | $1.1M |
| Mustard Seed Financial, LLC | 0.66% | Add +0.0% | 22,675 | $1.1M |
| Teachers Insurance & Annuity Association of America | 1.38% | No change | 22,672 | $1.1M |
| Mayflower Financial Advisors, LLC | 0.13% | New | 22,255 | $1.1M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.96% | Add +0.1% | 22,151 | $1.1M |
| Allegiance Financial Group Advisory Services LLC | 0.21% | Reduce -0.2% | 22,120 | $1.1M |
| Ancora Advisors LLC | 0.02% | Reduce -1.6% | 22,061 | $1.1M |
| Parkside Investments, LLC | 0.13% | No change | 22,018 | $1.1M |
| Plante Moran Financial Advisors, LLC | 0.07% | Add +17.5% | 21,496 | $1.0M |
| KDK Private Wealth Management, LLC | 0.95% | No change | 21,488 | $1.0M |
| MBM Wealth Consultants, LLC | 0.24% | No change | 21,375 | $1.0M |
| Seaside Wealth Management, Inc. | 0.29% | Reduce -0.6% | 21,146 | $1.0M |
| IHT Wealth Management, LLC | 0.02% | Add +2.0% | 21,034 | $1.0M |
| Commerce Bank | 0.00% | Add +10.8% | 20,866 | $1.0M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -2.9% | 20,528 | $995K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +0.2% | 20,446 | $991K |
| Pinnacle Financial Partners, Inc. | 0.01% | No change | 20,396 | $988K |
| Pure Financial Advisors, LLC | 0.01% | Add +9.6% | 20,302 | $984K |
| Balboa Wealth Partners | 0.16% | Reduce -4.7% | 20,233 | $980K |
| Keybank National Association | 0.00% | No change | 20,232 | $980K |
| Wealth Enhancement Trust Services, Inc. | 0.12% | Reduce -2.0% | 20,088 | $973K |
| LJI Wealth Management, LLC | 0.15% | Reduce -47.9% | 19,902 | $964K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -9.2% | 19,827 | $961K |
| CENTRAL TRUST Co | 0.02% | No change | 19,826 | $961K |
| Awm Capital, LLC | 0.09% | Add +0.2% | 19,691 | $954K |
| Seeds Investor LLC | 0.13% | New | 18,913 | $954K |
| Marietta Wealth Management, LLC | 0.11% | Reduce -3.7% | 19,610 | $950K |
| Cornerstone Financial Group, LLC | 0.61% | Add +0.4% | 18,297 | $947K |
| CRA Financial Services, LLC | 0.12% | No change | 19,240 | $932K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Reduce -15.4% | 19,180 | $929K |
| W1M Asset Management Ltd | 0.01% | No change | 19,160 | $928K |
| Amarillo National Bank | 0.16% | No change | 19,084 | $925K |
| Smith Chas P & Associates Pa Cpas | 0.05% | No change | 18,697 | $906K |
| Professional Financial Advisors, LLC | 0.18% | Add +0.4% | 18,671 | $905K |
| Powerhouse Assets LLC | 0.79% | Add +15.2% | 18,654 | $904K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.3% | 18,553 | $899K |
| tru Independence LLC | 0.44% | Add +0.2% | 18,457 | $894K |
| Northwest Wealth Advisors, LLC | 0.64% | Add +0.2% | 18,382 | $891K |
| BetterWealth, LLC | 0.17% | Reduce -2.0% | 18,261 | $885K |
| Accredited Investor Services, LLC | 0.57% | Reduce -9.9% | 18,235 | $884K |
| Evoke Wealth, LLC | 0.02% | No change | 18,118 | $878K |
| NorthRock Partners, LLC | 0.01% | No change | 18,092 | $877K |
| D.A. Davidson & Co. | 0.01% | Add +3.5% | 17,989 | $872K |
| Arbor Wealth Advisors LLC | 0.61% | Reduce -3.3% | 17,986 | $872K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -2.1% | 17,966 | $871K |
| Drive Wealth Management, LLC | 0.18% | Reduce -1.1% | 17,891 | $867K |
| Red Tortoise LLC | 0.36% | No change | 17,856 | $865K |
| Renasant Bank | 0.61% | No change | 17,757 | $861K |
| Brighton Jones LLC | 0.02% | New | 17,690 | $857K |
| Stratos Investment Management, LLC | 0.03% | Reduce -17.7% | 17,662 | $856K |
| Caprock Group, LLC | 0.02% | Add +0.1% | 17,540 | $850K |
| Falcon Wealth Planning | 0.06% | No change | 17,426 | $844K |
| Key Financial Inc | 0.15% | No change | 17,351 | $841K |
| Berger Financial Group, Inc | 0.05% | Add +0.0% | 17,314 | $839K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.06% | Reduce -6.5% | 17,233 | $835K |
| Sound View Wealth Advisors Group, LLC | 0.06% | No change | 17,170 | $832K |
| Oak Wealth Advisors LLC | 0.46% | Reduce -6.6% | 17,157 | $831K |
| Cathy Pareto & Associates, Inc. | 0.55% | Add +0.4% | 16,988 | $823K |
| Narus Financial Partners, LLC | 0.22% | No change | 16,971 | $822K |
| Rather & Kittrell, Inc. | 0.13% | No change | 16,925 | $820K |
| Aerodigm Wealth, LLC | 0.31% | No change | 16,821 | $815K |
| Capital Investment Advisors, LLC | 0.01% | Add +7.2% | 16,807 | $814K |
| Colonial Trust Co / SC | 0.11% | No change | 16,762 | $812K |
| Betterment LLC | 0.00% | Add +3.8% | 16,706 | $810K |
| Summit Wealth Group LLC / Co. | 0.09% | Reduce -3.8% | 16,712 | $810K |
| Prism Planning Partners LLC | 0.95% | Reduce -1.9% | 16,545 | $802K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.3% | 16,496 | $799K |
| Vista Capital Partners, Inc. | 0.08% | Add +0.0% | 16,480 | $799K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.2% | 16,250 | $787K |
| Voisard Asset Management Group, Inc. | 0.17% | No change | 16,187 | $784K |
| Capital Investment Management, Inc. | 0.27% | Reduce -2.0% | 16,065 | $779K |
| Operose Advisors LLC | 0.18% | Add +10.6% | 15,735 | $763K |
| Park Avenue Securities LLC | 0.01% | No change | 15,731 | $762K |
| Perigon Wealth Management, LLC | 0.01% | No change | 15,525 | $752K |
| Krilogy Financial LLC | 0.02% | Reduce -1.7% | 14,900 | $752K |
| Eaton Financial Holdings Company, LLC | 0.24% | Reduce -6.5% | 15,428 | $748K |
| WestHill Financial Advisors, Inc. | 0.14% | Reduce -2.0% | 15,411 | $747K |
| Babb Wealth Advisors LLC | 0.41% | Reduce -2.3% | 15,400 | $746K |
| NerdWallet Wealth Partners, LLC | 0.32% | No change | 15,216 | $737K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 15,205 | $737K |
| Longview Financial Advisors LLC | 0.40% | Reduce -1.4% | 15,032 | $728K |
| Huntington National Bank | 0.01% | New | 15,028 | $728K |
| Kaufman Rossin Wealth, LLC | 0.42% | Reduce -42.3% | 14,976 | $726K |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.4% | 14,910 | $723K |
| Bailard, Inc. | 0.02% | Reduce -2.0% | 14,759 | $715K |
| AE Wealth Management LLC | 0.00% | Add +13.3% | 14,637 | $709K |
| Fortis Capital Advisors, LLC | 0.09% | No change | 14,594 | $707K |
| Belpointe Asset Management LLC | 0.03% | No change | 14,594 | $707K |
| GenTrust, LLC | 0.03% | No change | 14,422 | $699K |
| Williams & Novak, LLC | 0.52% | Reduce -1.4% | 14,364 | $698K |
| Pandowealth. LLC | 0.61% | Reduce -0.3% | 14,395 | $698K |
| Shore Point Advisors, LLC | 0.28% | Reduce -0.0% | 14,367 | $696K |
| D'Orazio & Associates, Inc. | 0.09% | No change | 14,143 | $685K |
| Collective Family Office LLC | 0.15% | No change | 13,867 | $672K |
| Rossby Financial, LCC | 0.14% | Add +0.1% | 13,803 | $671K |
| West Wealth Group, LLC | 0.13% | New | 13,732 | $665K |
| CWA Asset Management Group, LLC | 0.02% | No change | 13,503 | $654K |
| Franklin Resources Inc. | 0.00% | Add +0.4% | 13,440 | $651K |
| Money Concepts Capital Corp. | 0.04% | New | 13,418 | $650K |
| Oppenheimer & Co. Inc. | 0.01% | Add +33.8% | 13,416 | $650K |
| Cahill Financial Advisors Inc. | 0.07% | Reduce -0.0% | 13,339 | $646K |
| Pathfinder Wealth Consulting, Inc. | 0.42% | Reduce -2.9% | 13,272 | $643K |
| Gilbert & Cook, Inc. | 0.08% | Reduce -2.2% | 13,217 | $640K |
| Center for Financial Planning, Inc. | 0.07% | No change | 13,216 | $640K |
| WoodTrust Financial Corp | 0.08% | Add +31.1% | 13,215 | $640K |
| Johnson Wealth Management, LLC | 0.31% | Reduce -0.5% | 13,167 | $638K |
| Robinswood Financial LLC | 0.20% | Add +0.1% | 13,116 | $636K |
| FSM Wealth Advisors, LLC | 0.08% | Reduce -5.1% | 12,916 | $626K |
| Range Advisory, LLC | 0.12% | Reduce -1.7% | 12,847 | $623K |
| Balefire, LLC | 0.12% | New | 12,807 | $621K |
| VERITY Wealth Advisors | 0.41% | No change | 12,775 | $619K |
| MB Generational Wealth, LLC | 0.34% | No change | 12,770 | $619K |
| HBE Wealth Management, LLC | 0.54% | Reduce -1.6% | 12,759 | $618K |
| Oakworth Capital, Inc. | 0.03% | No change | 12,717 | $616K |
| Dakota Wealth Management | 0.01% | Reduce -16.9% | 12,673 | $614K |
| Capital Advisors Inc. | 0.01% | No change | 12,628 | $612K |
| Leo Wealth, LLC | 0.04% | Reduce -6.2% | 12,589 | $610K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -6.3% | 12,492 | $605K |
| McGrath & Associates, Inc. | 0.89% | No change | 12,480 | $605K |
| Owl Creek Wealth Partners LLC | 0.22% | — | 12,469 | $604K |
| Prosperity Bancshares Inc | 0.48% | No change | 12,367 | $599K |
| Wedmont Private Capital | 0.02% | New | 11,956 | $598K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -9.0% | 12,302 | $596K |
| American Financial Advisors, LLC | 0.08% | Add +0.2% | 12,158 | $589K |
| Elevate Wealth Advisory, Inc. | 0.37% | Add +15.4% | 12,022 | $583K |
| Basso Capital Management, L.P. | 0.35% | No change | 11,800 | $572K |
| Zacks Investment Management | 0.00% | New | 11,758 | $570K |
| Empower Advisory Group, LLC | 0.00% | Reduce -41.2% | 11,615 | $563K |
| Washington Trust Advisors, Inc. | 0.05% | Reduce -0.5% | 11,598 | $562K |
| TPG Financial Advisors, LLC | 0.18% | No change | 11,595 | $562K |
| Hollencrest Capital Management | 0.02% | No change | 11,339 | $549K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 11,324 | $549K |
| Naples Global Advisors, LLC | 0.04% | No change | 11,320 | $549K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.18% | No change | 10,672 | $547K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 11,207 | $543K |
| MBL Wealth, LLC | 0.04% | No change | 11,131 | $539K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 10,860 | $526K |
| Ascent Group, LLC | 0.02% | No change | 10,849 | $526K |
| Legacy Financial Advisors, Inc. | 0.07% | No change | 10,796 | $523K |
| GDS Wealth Management | 0.03% | Add +25.6% | 10,652 | $516K |
| Steele Capital Management, Inc. | 0.02% | No change | 10,564 | $512K |
| Debussy Capital Management LP | 0.07% | Add +0.1% | 10,494 | $509K |
| CVA Family Office, LLC | 0.05% | No change | 10,477 | $508K |
| MPWM Advisory Solutions, LLC | 0.27% | Reduce -4.8% | 10,474 | $508K |
| NCM Capital Management, LLC | 0.18% | No change | 10,465 | $507K |
| Cross Staff Investments Inc | 0.26% | No change | 10,391 | $504K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 10,310 | $500K |
| Quad-Cities Investment Group, LLC | 0.20% | Reduce -0.2% | 10,273 | $498K |
| Americana Partners, LLC | 0.01% | No change | 10,223 | $495K |
| Towneley Capital Management, Inc / DE | 0.10% | Add +0.4% | 10,087 | $489K |
| RFG Advisory, LLC | 0.01% | Add +11.9% | 10,083 | $489K |
| Compass Wealth Management, LLC | 0.21% | Add +0.2% | 10,045 | $487K |
| Oxford Financial Group, LTD. LLC | 0.03% | No change | 10,040 | $487K |
| Lido Advisors, LLC | 0.00% | Reduce -20.1% | 9,955 | $482K |
| Sovereign Financial Group, Inc. | 0.08% | Reduce -0.8% | 9,890 | $479K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.1% | 9,882 | $479K |
| Strategic Financial Services, Inc. | 0.02% | No change | 9,875 | $479K |
| Angeles Wealth Management, LLC | 0.03% | Add +16.0% | 9,684 | $469K |
| Accredited Investors Inc. | 0.03% | No change | 9,623 | $466K |
| Northeast Planning Associates, Inc. / NH / | 0.31% | No change | 9,551 | $463K |
| Everest Financial Group LLC | 0.08% | New | 9,484 | $460K |
| Gradient Investments LLC | 0.01% | No change | 9,427 | $457K |
| Approach Retirement Advisors, LLC | 0.38% | No change | 9,408 | $456K |
| Avant Financial Advisors LLC | 0.32% | No change | 9,363 | $454K |
| Private Trust Co. NA | 0.04% | No change | 9,274 | $449K |
| Mullaney, Keating & Wright, Inc. | 0.24% | No change | 9,210 | $446K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +6.5% | 9,202 | $446K |
| Orion Capital Management LLC | 0.15% | No change | 9,189 | $445K |
| Aspirean Wealth, LLC | 0.48% | Add +3.4% | 9,166 | $444K |
| Avestar Capital, LLC | 0.03% | No change | 9,163 | $444K |
| Monument Group Wealth Advisors, LLC | 0.25% | Reduce -4.0% | 9,123 | $442K |
| Summit Asset Management, LLC | 0.06% | Add +0.4% | 9,105 | $441K |
| Ironwood Financial, llc | 0.08% | No change | 9,070 | $440K |
| 49 Wealth Management, LLC | 0.03% | No change | 9,013 | $437K |
| Live Oak Private Wealth LLC | 0.06% | No change | 8,962 | $434K |
| Third View Private Wealth, LLC | 0.06% | No change | 8,864 | $430K |
| Goldstein Advisors, LLC | 0.05% | No change | 8,819 | $427K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 8,732 | $423K |
| Warburton Capital Management, LLC | 0.21% | Add +0.4% | 8,399 | $421K |
| Brookstone Capital Management | 0.00% | Add +5.4% | 8,661 | $420K |
| RB Capital Management, LLC | 0.09% | Reduce -2.3% | 8,598 | $417K |
| AlTi Global, Inc. | 0.01% | No change | 8,530 | $413K |
| Cozad Asset Management Inc. | 0.03% | No change | 8,513 | $413K |
| Delos Wealth Advisors, LLC | 0.24% | New | 8,510 | $412K |
| Newton One Investments LLC | 0.11% | Add +0.4% | 8,449 | $409K |
| E-Wealth Partners, LLC | 0.33% | Add +0.3% | 8,432 | $409K |
| Summit Financial, LLC | 0.01% | New | 8,432 | $409K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +53.7% | 8,340 | $404K |
| Whittier Trust Co. | 0.00% | No change | 8,232 | $403K |
| Physician Wealth Solutions Inc. | 0.17% | No change | 8,307 | $403K |
| Venture Visionary Partners LLC | 0.01% | Add +0.1% | 8,270 | $401K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 8,259 | $400K |
| Montz Harcus Wealth Management LLC | 0.16% | Add +0.4% | 8,077 | $391K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 8,015 | $388K |
| Five Oceans Advisors | 0.14% | Reduce -2.1% | 7,998 | $388K |
| Optima Capital LLC | 0.18% | No change | 7,912 | $383K |
| Ridgewood Investments LLC | 0.16% | — | 7,840 | $380K |
| CIBC Bancorp USA Inc. | 0.00% | — | 7,818 | $379K |
| Gateway Wealth Partners, LLC | 0.01% | New | 7,788 | $377K |
| Integrity Wealth Solutions LLC | 0.15% | No change | 7,726 | $374K |
| Trustmark Bank Trust Department | 0.02% | No change | 7,701 | $373K |
| Leeward Financial Partners, LLC | 0.11% | No change | 7,670 | $372K |
| Pasadena Private Wealth, LLC | 0.05% | No change | 7,653 | $371K |
| Compass Capital Corp. /Ma/ | 0.13% | No change | 7,141 | $371K |
| Roundview Capital LLC | 0.02% | No change | 7,626 | $370K |
| Aviance Capital Partners, LLC | 0.04% | No change | 7,563 | $366K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 7,491 | $363K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | No change | 7,480 | $362K |
| LVM Capital Management Ltd. | 0.03% | No change | 7,391 | $358K |
| Donalies Financial Planning, LLC | 0.31% | No change | 7,387 | $358K |
| Acorn Financial Advisory Services Inc. | 0.05% | Reduce -20.0% | 7,369 | $357K |
| Smith Salley Wealth Management | 0.02% | No change | 7,344 | $356K |
| Integrity Investment Advisors, LLC | 0.19% | New | 7,335 | $355K |
| First Western Trust Bank | 0.02% | No change | 7,287 | $353K |
| M1 Capital Management LLC | 0.16% | Reduce -12.6% | 7,193 | $349K |
| Caldwell Trust Co | 0.03% | No change | 7,089 | $344K |
| Bokf, NA | 0.01% | No change | 7,086 | $343K |
| Principal Securities, Inc. | 0.01% | Add +1.6% | 7,072 | $343K |
| Whalen Wealth Management Inc. | 0.18% | Add +0.4% | 7,036 | $341K |
| Ponta Wealth Partners, LLC | 0.27% | No change | 6,949 | $337K |
| Harbour Investments, Inc. | 0.01% | Add +21.6% | 6,937 | $336K |
| UMB Bank, n.a. | 0.00% | Reduce -4.8% | 6,848 | $332K |
| Evergreen Capital Management LLC | 0.01% | No change | 6,809 | $330K |
| Washington Trust Bank | 0.02% | Add +16.9% | 6,734 | $326K |
| Ferguson Johnson Wealth Management Inc | 0.26% | No change | 6,695 | $324K |
| Ritholtz Wealth Management | 0.01% | Add +0.4% | 6,680 | $324K |
| Waterfront Wealth Inc. | 0.06% | No change | 6,654 | $322K |
| Grey Ledge Advisors, LLC | 0.07% | No change | 6,646 | $322K |
| High Probability Advisors, LLC | 0.04% | No change | 6,646 | $322K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +0.0% | 6,594 | $320K |
| Grandfield & Dodd, LLC | 0.02% | No change | 6,583 | $319K |
| Advisors Capital Management, LLC | 0.00% | Reduce -2.8% | 6,558 | $318K |
| Grove Street Fiduciary, LLC | 0.14% | No change | 6,544 | $317K |
| Lockerman Financial Group, Inc. | 0.56% | No change | 6,433 | $312K |
| TrustWell Financial Advisors, LLC | 0.29% | Add +0.4% | 6,424 | $311K |
| Fiduciary Family Office, LLC | 0.09% | No change | 6,366 | $308K |
| RKL Wealth Management LLC | 0.03% | No change | 6,288 | $305K |
| Sunbelt Securities, Inc. | 0.02% | New | 6,288 | $305K |
| Orgel Wealth Management, LLC | 0.01% | No change | 6,283 | $304K |
| Mgo One Seven LLC | 0.01% | Add +30.6% | 6,278 | $304K |
| Aurdan Capital Management, LLC | 0.09% | No change | 6,178 | $299K |
| Essential Planning, LLC. | 0.10% | Add +0.4% | 6,175 | $299K |
| BOS Asset Management, LLC | 0.08% | Add +0.6% | 6,162 | $299K |
| SevenBridge Financial Group, LLC | 0.05% | Add +0.4% | 5,836 | $298K |
| Freedom Investment Management, Inc. | 0.09% | Add +2.6% | 6,129 | $297K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.2% | 6,122 | $297K |
| Purkiss Capital Advisors LLC | 0.13% | Add +0.2% | 6,056 | $293K |
| Advisory Services Network, LLC | 0.00% | Add +0.2% | 6,024 | $292K |
| Old Peak Finance LLC | 0.17% | Reduce -4.4% | 6,013 | $291K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 5,954 | $289K |
| Facet Wealth, Inc. | 0.01% | Add +21.2% | 5,954 | $289K |
| COFG Advisors, LLC | 0.07% | Add +0.4% | 5,931 | $287K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -30.8% | 5,913 | $287K |
| AlphaCore Capital LLC | 0.01% | Add +0.4% | 5,889 | $285K |
| Rise Advisors, LLC | 0.10% | Add +0.4% | 5,871 | $285K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 5,877 | $285K |
| Bull Oak Capital, LLC | 0.11% | No change | 5,849 | $283K |
| First Bancorp, Inc | 0.14% | No change | 5,844 | $283K |
| Vantage Point Financial LLC | 0.10% | Add +0.1% | 5,798 | $281K |
| Sterling Wealth Advisors Inc | 0.16% | No change | 5,505 | $281K |
| Inspire Advisors, LLC | 0.02% | New | 5,742 | $278K |
| NTV Asset Management LLC | 0.03% | No change | 5,708 | $277K |
| Vident Advisory, LLC | 0.00% | No change | 5,707 | $277K |
| Well Done, LLC | 0.04% | No change | 5,684 | $275K |
| Lantz Financial LLC | 0.06% | No change | 5,656 | $274K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -76.1% | 5,610 | $272K |
| Rowlandmiller & Partners.adv | 0.05% | No change | 5,537 | $268K |
| Cortland Associates Inc. | 0.04% | Reduce -19.5% | 5,530 | $268K |
| Disciplined Investors, L.L.C. | 0.16% | Reduce -4.2% | 5,517 | $267K |
| Everhart Financial Group, Inc. | 0.02% | No change | 5,515 | $267K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -0.6% | 5,504 | $267K |
| HBK Sorce Advisory LLC | 0.01% | No change | 5,057 | $265K |
| Ascentis Independent Advisors | 0.02% | New | 5,460 | $265K |
| Kelly Financial Group LLC | 0.07% | Add +8.6% | 5,432 | $263K |
| Norden Group LLC | 0.03% | Add +0.4% | 5,413 | $262K |
| CreativeOne Wealth, LLC | 0.01% | Add +21.2% | 5,398 | $262K |
| Silver Coast Investments LLC | 0.08% | New | 5,365 | $260K |
| Cambridge Financial Group, LLC | 0.09% | Reduce -23.3% | 5,360 | $260K |
| Vawter Financial, Ltd. | 0.11% | No change | 5,350 | $259K |
| Private Management Group Inc. | 0.01% | No change | 5,325 | $258K |
| Bell Bank | 0.01% | No change | 5,306 | $257K |
| Black Swift Group, LLC | 0.04% | Reduce -43.3% | 5,246 | $254K |
| Gordian Advisors LLC | 0.17% | New | 5,189 | $251K |
| Assetmark, Inc. | 0.00% | Reduce -8.3% | 5,124 | $248K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.3% | 5,073 | $246K |
| Leavell Investment Management, Inc. | 0.01% | No change | 5,031 | $244K |
| One Degree Advisors Inc | 0.06% | Reduce -2.7% | 5,002 | $242K |
| Wealth Advisors of Iowa, LLC | 0.07% | No change | 4,986 | $242K |
| HighPoint Advisor Group LLC | 0.01% | No change | 4,961 | $240K |
| BDFS Capital LLC | 0.12% | Reduce -1.9% | 4,932 | $239K |
| NewEdge Wealth, LLC | 0.00% | No change | 4,928 | $239K |
| Grey Fox Wealth Advisors, LLC | 0.05% | Add +0.4% | 4,927 | $239K |
| Murphy Pohlad Asset Management LLC | 0.09% | No change | 4,920 | $238K |
| Bellwether Advisors, LLC | 0.04% | No change | 4,865 | $236K |
| Aprio Wealth Management, LLC | 0.01% | New | 4,853 | $235K |
| Financial Insights, Inc. | 0.08% | No change | 4,852 | $235K |
| Reyes Financial Architecture, Inc. | 0.19% | No change | 4,845 | $235K |
| Western Wealth Management, LLC | 0.01% | New | 4,779 | $232K |
| Intrua Financial, LLC | 0.02% | No change | 4,777 | $231K |
| Carnegie Investment Counsel | 0.00% | No change | 4,764 | $231K |
| Motco | 0.02% | No change | 4,759 | $231K |
| Composition Wealth, LLC | 0.00% | Add +0.4% | 4,710 | $228K |
| AssuredPartners Investment Advisors, LLC | 0.02% | Add +0.3% | 4,662 | $228K |
| Tufton Capital Management | 0.04% | New | 4,710 | $228K |
| Royal Fund Management, LLC | 0.02% | No change | 4,703 | $228K |
| Crescent Grove Advisors, LLC | 0.02% | New | 4,682 | $227K |
| Lauer Wealth, LLC | 0.18% | No change | 4,500 | $225K |
| Modern Wealth Management, LLC | 0.00% | No change | 4,602 | $224K |
| Quadrant Capital Group LLC | 0.01% | New | 4,586 | $222K |
| Wallace Capital Management Inc. | 0.03% | No change | 4,567 | $221K |
| Signet Financial Management, LLC | 0.02% | Reduce -4.7% | 4,563 | $221K |
| BankChampaign, National Association | 0.22% | Add +73.4% | 4,549 | $220K |
| Strategic Wealth Partners, Ltd. | 0.02% | No change | 4,545 | $220K |
| Guidance Point Advisors, LLC | 0.05% | Add +0.3% | 4,537 | $220K |
| Heritage Wealth Management, Inc. | 0.12% | No change | 4,459 | $216K |
| Continuum Advisory, LLC | 0.02% | No change | 4,441 | $215K |
| HORAN Wealth, LLC | 0.02% | No change | 4,611 | $215K |
| MJP Associates Inc. | 0.03% | Add +0.3% | 4,386 | $213K |
| Advisor OS, LLC | 0.02% | Add +0.3% | 4,386 | $213K |
| CGN Advisors LLC | 0.02% | Reduce -26.4% | 4,364 | $211K |
| Threadgill Financial, LLC | 0.06% | No change | 4,362 | $211K |
| Sherman Wealth Management LLC | 0.18% | Add +0.3% | 4,359 | $211K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 4,351 | $211K |
| Centric Wealth Management | 0.04% | No change | 4,093 | $211K |
| Corundum Group, Inc. | 0.07% | New | 4,331 | $210K |
| HWG Holdings LP | 0.06% | Reduce -24.1% | 4,323 | $209K |
| QRG Capital Management, Inc. | 0.00% | Reduce -27.6% | 4,320 | $209K |
| Anderson Hoagland & Co. | 0.02% | No change | 4,303 | $209K |
| Trademark Financial Management, LLC | 0.10% | New | 4,280 | $207K |
| Wealth Advisors of Tampa Bay, LLC | 0.07% | New | 4,256 | $206K |
| Marble Wealth, LLC | 0.04% | New | 4,243 | $206K |
| Advisory Alpha, LLC | 0.01% | New | 4,240 | $205K |
| OLIO Financial Planning | 0.06% | Reduce -12.3% | 4,238 | $205K |
| Lodestone Wealth Management LLC | 0.08% | No change | 4,219 | $204K |
| Affinity Capital Advisors, LLC | 0.03% | New | 4,211 | $204K |
| Haverford Trust Co | 0.00% | New | 4,171 | $202K |
| Wedbush Securities Inc. | 0.01% | New | 4,158 | $201K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 3,711 | $180K |
| Sittner & Nelson, LLC | 0.07% | No change | 3,698 | $179K |
| Howe & Rusling Inc. | 0.01% | No change | 3,677 | $178K |
| JPL Wealth Management, LLC | 0.04% | New | 3,662 | $177K |
| Medallion Wealth Advisors, LLC | 0.06% | Reduce -0.3% | 3,645 | $177K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.3% | 3,591 | $174K |
| Grand Wealth Management, LLC | 0.08% | No change | 3,581 | $174K |
| Hantz Financial Services, Inc. | 0.00% | No change | 3,354 | $163K |
| Abound Wealth Management | 0.04% | Add +0.1% | 3,314 | $161K |
| Sound Income Strategies, LLC | 0.01% | No change | 3,225 | $157K |
| American Capital Advisory, LLC | 0.06% | Reduce -22.1% | 3,209 | $156K |
| Keating Financial Advisory Services, Inc. | 0.02% | Reduce -8.5% | 3,129 | $152K |
| Pacific Center for Financial Services | 0.04% | Add +5.6% | 3,001 | $145K |
| CX Institutional | 0.00% | Add +0.3% | 2,991 | $145K |
| KM Capital Management Ltd. | 0.09% | New | 2,650 | $139K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -21.1% | 2,778 | $135K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -52.8% | 2,749 | $133K |
| Ares Financial Consulting, LLC | 0.10% | Add +0.2% | 2,718 | $132K |
| Financial Consulate, Inc. | 0.02% | No change | 2,535 | $123K |
| Hilltop National Bank | 0.03% | No change | 2,497 | $121K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 2,487 | $121K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 2,429 | $118K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | Reduce -7.0% | 2,400 | $116K |
| Aspect Partners, LLC | 0.04% | No change | 2,244 | $109K |
| CNB Bank | 0.04% | No change | 2,176 | $105K |
| Trifecta Capital Advisors, LLC | 0.02% | No change | 2,127 | $103K |
| Kings Path Partners LLC | 0.03% | Reduce -0.1% | 2,013 | $98K |
| JDM Financial Group LLC | 0.04% | No change | 1,898 | $92K |
| MV Capital Management, Inc. | 0.01% | No change | 1,867 | $90K |
| Wall Street Financial Group, Inc. | 0.05% | New | 1,863 | $90K |
| Asset Dedication, LLC | 0.01% | Add +0.3% | 1,743 | $84K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -4.0% | 1,537 | $74K |
| Coston, McIsaac & Partners | 0.02% | Add +0.3% | 1,454 | $70K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,403 | $68K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 1,376 | $67K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,352 | $66K |
| Retirement Wealth Solutions LLC | 0.04% | No change | 1,343 | $65K |
| Bessemer Group Inc. | 0.00% | No change | 1,344 | $65K |
| McIlrath & Eck, LLC | 0.00% | No change | 1,285 | $62K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,275 | $62K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,231 | $60K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,212 | $59K |
| Creative Financial Designs Inc. | 0.00% | Add +0.1% | 1,194 | $58K |
| Arax Advisory Partners | 0.00% | No change | 1,142 | $55K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,061 | $51K |
| Community Financial Services Group, LLC | 0.01% | New | 1,024 | $50K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,019 | $49K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 1,000 | $48K |
| Vanguard Advisers Inc. | 0.00% | — | 965 | $47K |
| Gill Capital Partners, LLC | 0.01% | New | 955 | $46K |
| Investors Research Corp | 0.01% | No change | 954 | $46K |
| SYM FINANCIAL Corp | 0.00% | No change | 894 | $43K |
| City State Bank | 0.01% | No change | 744 | $36K |
| Synergy Investment Management, LLC | 0.01% | New | 719 | $35K |
| Hughes Financial Services, LLC | 0.01% | New | 693 | $34K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 673 | $33K |
| Gleason Group, Inc. | 0.00% | Add +0.5% | 627 | $30K |
| Paladin Advisory Group, LLC | 0.02% | No change | 621 | $30K |
| Highline Wealth Partners LLC | 0.01% | New | 498 | $24K |
| Alerus Financial NA | 0.00% | No change | 485 | $24K |
| Marshall Investment Management, LLC | 0.01% | New | 478 | $23K |
| IAG Wealth Partners, LLC | 0.00% | No change | 456 | $22K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 448 | $22K |
| Steph & Co. | 0.01% | No change | 446 | $22K |
| Archer Investment Corp | 0.00% | Reduce -19.3% | 418 | $20K |
| Glassman Wealth Services | 0.00% | No change | 388 | $19K |
| Truvestments Capital LLC | 0.00% | Add +0.3% | 373 | $18K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 366 | $18K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 350 | $17K |
| Johnson Financial Group, Inc. | 0.00% | New | 343 | $17K |
| Harbor Investment Advisory, LLC | 0.00% | Add +8.9% | 221 | $11K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -92.7% | 211 | $10K |
| IFG Advisory, LLC | 0.03% | Reduce -99.2% | 205 | $10K |
| Strive Financial Group ,LLC | 0.00% | No change | 155 | $8K |
| Abound Financial, LLC | 0.00% | No change | 110 | $5K |
| Tsfg, LLC | 0.00% | No change | 80 | $4K |
| Manning & Napier Advisors LLC | 0.00% | No change | 23 | $1K |
"% of holder's portfolio" is DFUV's weight in each manager's 13F, not the share of Dimensional US Marketwide Va the manager owns.