Dimensional US Marketwide VaDFUVETF
13F holders, Q2 2026 (June 30)803holders +34
59new positions
24sold out
2famous investors
$55.00avg. 13F price*
At the end of Q2 2026, 803 institutions reported holding Dimensional US Marketwide Va (DFUV) in their 13F filings, up 34 from Q1 2026. 59 opened new positions and 24 sold out. The largest holders were Mercer Global Advisors Inc. ($2.4B), Savant Capital, LLC ($839.1M) and Focus Partners Wealth ($782.1M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional US Marketwide Va
- CUSIP
- 25434V724
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $61.4M |
| Exits | 24 | $10.0M |
All 13F filers, Q1 2026 → Q2 2026: 5,245,837 shares bought and 12,950,439 shares sold, net −7,704,602 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 803 holders
| Mercer Global Advisors Inc. | 2.95% | Add +2.4% | 43,369,886 | $2.4B |
| Savant Capital, LLC | 2.46% | Reduce -1.0% | 15,249,311 | $839.1M |
| Focus Partners Wealth | 0.80% | Reduce -3.3% | 14,217,663 | $782.1M |
| Index Fund Advisors, Inc. | 12.64% | Add +0.8% | 5,787,541 | $318.4M |
| Focus Partners Advisor Solutions, LLC | 2.33% | Add +1.0% | 4,999,844 | $275.0M |
| Northern Trust Corp. | 0.03% | Reduce -11.8% | 4,892,951 | $269.2M |
| Creative Planning | 0.16% | Reduce -1.8% | 4,865,323 | $267.6M |
| HighTower Advisors, LLC | 0.23% | Reduce -0.8% | 4,432,562 | $243.8M |
| TCI Wealth Advisors, Inc. | 9.63% | Add +16.8% | 4,044,731 | $222.5M |
| Corient Private Wealth LP | 0.29% | Reduce -61.0% | 3,801,714 | $209.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.70% | Add +5.0% | 3,355,094 | $184.6M |
| Plancorp, LLC | 4.35% | Reduce -41.7% | 3,242,114 | $178.4M |
| Cerity Partners LLC | 0.18% | Add +4.4% | 2,644,308 | $145.5M |
| Modera Wealth Management, LLC | 1.35% | Add +5.1% | 2,291,735 | $126.1M |
| Maseco LLP | 3.09% | Reduce -1.1% | 1,999,281 | $110.0M |
| Truepoint, Inc. | 2.18% | Reduce -2.1% | 1,902,222 | $104.6M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Add +2.6% | 1,853,369 | $102.0M |
| Trust Co of the South | 13.34% | Reduce -0.3% | 1,722,466 | $94.8M |
| Jackson Thornton Wealth Management, LLC | 7.26% | Reduce -0.3% | 1,669,238 | $91.8M |
| Raymond James Financial Inc. | 0.02% | Add +2.5% | 1,408,163 | $77.5M |
| Beacon Pointe Advisors, LLC | 0.34% | Reduce -2.3% | 1,342,005 | $73.8M |
| LPL Financial LLC | 0.02% | Reduce -1.8% | 1,341,644 | $73.8M |
| Evanson Financial, LLC | 3.55% | — | 1,317,420 | $72.5M |
| Choreo, LLC | 0.77% | Add +0.3% | 1,283,006 | $70.6M |
| Foster Group, Inc. | 1.85% | Reduce -0.8% | 1,263,263 | $69.5M |
| Beaird Harris Wealth Management, LLC | 4.11% | Reduce -2.6% | 1,193,244 | $65.6M |
| Forum Financial Management, LP | 0.82% | Reduce -1.2% | 1,159,212 | $63.8M |
| Pathstone Holdings, LLC | 0.18% | Reduce -2.3% | 1,133,788 | $62.4M |
| Apella Capital, LLC | 0.83% | Reduce -0.5% | 1,070,075 | $58.8M |
| Parkwoods Wealth Partners, LLC | 9.40% | Add +3.7% | 1,063,093 | $58.5M |
| Sachem Hill LLC | 10.24% | Reduce -1.3% | 1,047,542 | $57.6M |
| Monograph Wealth Advisors, LLC | 4.62% | Add +0.8% | 1,022,464 | $56.2M |
| Triune Financial Partners, LLC | 11.28% | Add +2.7% | 981,939 | $54.0M |
| Team Hewins, LLC | 14.32% | Reduce -1.3% | 951,799 | $52.4M |
| Factor Wealth Management LTD | 7.89% | Add +32.0% | 948,209 | $52.2M |
| TFC Financial Management, Inc. | 5.52% | Reduce -0.4% | 905,753 | $49.8M |
| Keb Asset Management, LLC | 8.02% | Add +6.0% | 900,330 | $49.5M |
| Porter White Investment Advisors, Inc. | 18.78% | Reduce -9.3% | 886,806 | $48.8M |
| Elser Financial Planning, Inc | 2.11% | Reduce -1.0% | 882,671 | $48.6M |
| Smartleaf Asset Management LLC | 1.52% | No change | 847,220 | $46.7M |
| Disciplined Equity Management, Inc. | 20.44% | Add +3.7% | 838,894 | $46.1M |
| Heritage Investment Group, Inc. | 6.18% | Reduce -1.0% | 836,665 | $46.0M |
| Verus Financial Partners, Inc. | 3.92% | Add +10.9% | 833,515 | $45.9M |
| Guardian Wealth Management, LLC | 12.71% | Reduce -2.3% | 824,333 | $45.3M |
| Earned Wealth Advisors, LLC | 2.81% | Reduce -1.0% | 792,213 | $43.6M |
| Integrated Wealth Concepts LLC | 0.28% | Add +1.5% | 770,681 | $42.4M |
| Timonier Family Office, LTD. | 11.96% | — | 769,971 | $42.4M |
| Wescott Financial Advisory Group, LLC | 3.21% | Reduce -2.3% | 754,353 | $41.5M |
| Dixon Fnancial Services, Inc. | 16.62% | Reduce -0.6% | 745,784 | $41.0M |
| Sax Wealth Advisors, LLC | 1.60% | Add +0.3% | 814,035 | $39.4M |
| Mission Wealth Management, LP | 0.49% | Add +0.3% | 715,500 | $39.4M |
| Richard Young Associates, Ltd. | 25.90% | Reduce -0.2% | 708,429 | $39.0M |
| Aspiriant, LLC | 0.96% | Reduce -0.1% | 707,126 | $38.9M |
| Allworth Financial LP | 0.17% | Reduce -36.2% | 704,814 | $38.8M |
| Tillman Hartley LLC | 8.68% | Reduce -1.3% | 702,050 | $38.6M |
| Planning Center, Inc. | 3.63% | Reduce -1.7% | 699,135 | $38.5M |
| Wealth Management Nebraska | 3.43% | Reduce -1.2% | 698,114 | $38.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -8.9% | 681,475 | $37.5M |
| Wealth Architects, LLC | 2.95% | Reduce -3.0% | 679,197 | $37.4M |
| Mariner, LLC | 0.04% | Reduce -7.4% | 675,012 | $37.1M |
| Heritage Wealth Management, Inc./Texas | 14.14% | Reduce -3.0% | 667,599 | $36.7M |
| Cardiff Park Advisors, LLC | 2.70% | Reduce -1.4% | 632,077 | $34.8M |
| McLean Asset Management Corp | 4.41% | Reduce -2.4% | 600,061 | $33.4M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -3.6% | 602,675 | $33.2M |
| Three Arch Wealth Management LLC | 5.05% | Reduce -0.4% | 598,703 | $32.9M |
| Farther Finance Advisors, LLC | 0.25% | Add +3.8% | 582,567 | $32.0M |
| RW Investment Management LLC | 2.78% | Reduce -2.0% | 575,717 | $31.7M |
| Premier Financial Group | 6.27% | Reduce -1.4% | 566,861 | $31.2M |
| AQR Capital Management | 0.01% | Add +26.4% | 563,266 | $31.0M |
| M Holdings Securities, Inc. | 4.20% | Reduce -27.6% | 557,561 | $30.7M |
| Meritas Wealth Management, LLC | 11.93% | Reduce -0.6% | 555,354 | $30.6M |
| TFO Wealth Partners, LLC | 3.31% | Reduce -1.1% | 553,055 | $30.4M |
| WPWealth LLP | 4.47% | Reduce -8.8% | 547,549 | $30.1M |
| ShankerValleau Wealth Advisors, Inc. | 7.88% | Reduce -5.5% | 544,043 | $29.9M |
| LRI Investments, LLC | 2.39% | Reduce -0.3% | 542,430 | $29.8M |
| Moisand Fitzgerald Tamayo, LLC | 2.87% | Reduce -1.7% | 535,101 | $29.4M |
| Symmetry Partners, LLC | 1.45% | Reduce -5.3% | 517,258 | $28.5M |
| Fischer Investment Strategies, LLC | 13.49% | Add +20.2% | 513,880 | $28.3M |
| Bayshore Asset Management, LLC | 9.95% | Reduce -2.3% | 506,330 | $27.9M |
| WorthPointe, LLC | 6.99% | Reduce -2.9% | 505,062 | $27.8M |
| Benningfield Financial Advisors, LLC | 20.55% | Reduce -0.5% | 504,434 | $27.7M |
| Petersen Hastings Wealth Advisors Inc. | 2.32% | Reduce -1.4% | 503,156 | $27.7M |
| 1900 Wealth Management LLC | 1.52% | Reduce -2.2% | 497,233 | $27.4M |
| Stifel Financial Corp. | 0.02% | Add +1.2% | 484,264 | $26.6M |
| Mather Group, Llc. | 0.23% | Reduce -0.7% | 474,836 | $26.1M |
| American Investment Services, Inc. | 5.52% | Reduce -1.2% | 474,682 | $26.1M |
| RS Crum Inc. | 4.86% | Add +0.3% | 471,472 | $25.9M |
| Cetera Investment Advisers | 0.02% | Add +2.5% | 468,539 | $25.8M |
| UBS Group AG | 0.00% | Add +11.6% | 458,690 | $25.2M |
| DiNuzzo Private Wealth, Inc. | 2.46% | Reduce -0.6% | 452,669 | $24.9M |
| Legacy Financial Group, Inc. | 5.80% | Reduce -3.4% | 452,004 | $24.9M |
| Baker Boyer National Bank | 6.58% | Reduce -1.5% | 435,463 | $24.0M |
| Sequoia Financial Advisors, LLC | 0.12% | Reduce -3.4% | 420,699 | $23.1M |
| Quantinno Capital Management LP | 0.03% | Add +20.7% | 409,344 | $22.5M |
| Graves Light Lenhart Wealth, Inc. | 2.07% | Add +13.9% | 402,895 | $22.2M |
| Dopkins Wealth Management, LLC | 8.02% | Reduce -1.1% | 401,368 | $22.1M |
| Prudent Man Investment Management, Inc. | 7.49% | Reduce -1.7% | 471,441 | $22.0M |
| Confluence Wealth Services, Inc. | 0.61% | Add +4.5% | 387,967 | $21.3M |
| Claris Advisors, LLC / Mo / | 5.52% | Reduce -2.4% | 384,556 | $21.2M |
| Two Sigma Investments, LP | 0.02% | New | 383,500 | $21.1M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -3.1% | 374,528 | $20.6M |
| JPMorgan Chase & Co. | 0.00% | Add +12.4% | 357,895 | $19.7M |
| Osaic Holdings, Inc. | 0.02% | Add +19.2% | 356,584 | $19.6M |
| Atlantic Union Bankshares Corp | 0.31% | Add +8.9% | 342,275 | $18.8M |
| Mosaic Family Wealth Partners, LLC | 1.25% | Add +0.1% | 335,830 | $18.5M |
| Juncture Wealth Strategies, LLC | 4.79% | Reduce -8.4% | 334,724 | $18.4M |
| Pillar Financial Advisors, LLC | 9.57% | Reduce -0.3% | 332,448 | $18.3M |
| Spire Wealth Management | 0.55% | Add +1.3% | 330,164 | $18.2M |
| MAI Capital Management | 0.07% | Add +69.0% | 329,154 | $18.1M |
| Root Financial Partners, LLC | 0.70% | Reduce -43.1% | 326,498 | $18.0M |
| Ruedi Wealth Management, Inc. | 4.20% | Reduce -1.2% | 325,745 | $17.9M |
| Austin Asset Management Co Inc | 2.54% | Reduce -0.8% | 323,879 | $17.8M |
| Savvy Advisors, Inc. | 0.38% | Add +0.7% | 322,267 | $17.7M |
| Summit Wealth Group, LLC | 3.58% | Add +2.5% | 319,089 | $17.6M |
| Financial Synergies Wealth Advisors, Inc. | 1.49% | Add +0.3% | 318,721 | $17.5M |
| Navigoe, LLC | 9.16% | Reduce -0.9% | 318,299 | $17.5M |
| BIP Wealth, LLC | 0.50% | Add +12.6% | 317,908 | $17.5M |
| Larson Financial Group LLC | 0.46% | Reduce -1.9% | 313,862 | $17.3M |
| Pinney & Scofield, Inc. | 8.38% | Reduce -1.8% | 311,762 | $17.2M |
| OneDigital Investment Advisors LLC | 0.14% | Reduce -1.7% | 310,466 | $17.1M |
| Squire Investment Management Company, LLC | 3.95% | Reduce -0.0% | 297,896 | $16.4M |
| Morgan Stanley | 0.00% | Add +3.4% | 296,921 | $16.3M |
| Diversified Portfolios, Inc. | 1.16% | Reduce -1.0% | 291,586 | $16.0M |
| Professional Financial Solutions LLC | 12.33% | Reduce -1.3% | 288,409 | $15.9M |
| Dynamic Advisor Solutions LLC | 0.45% | Reduce -1.9% | 286,985 | $15.8M |
| New Dimensions Wealth Management, LLC | 11.90% | Add +3.2% | 286,315 | $15.8M |
| Altiora Financial Group, LLC | 2.42% | Reduce -0.0% | 279,469 | $15.4M |
| Sterling Wealth Management, Inc. | 3.76% | Reduce -3.4% | 275,221 | $15.1M |
| Andrews, Lucia Wealth Management LLC | 7.76% | Add +3.6% | 269,708 | $14.8M |
| Frankly Finances, LLC | 11.66% | No change | 268,240 | $14.8M |
| Bridgewater Advisors Inc. | 0.79% | Add +0.1% | 258,230 | $14.5M |
| Bank of Montreal | 0.01% | Add +7.8% | 262,444 | $14.4M |
| Vise Technologies, Inc. | 0.16% | Reduce -45.8% | 261,922 | $14.4M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -1.1% | 254,112 | $14.0M |
| EP Wealth Advisors, LLC | 0.05% | Add +5.3% | 253,956 | $14.0M |
| Lauterbach Financial Advisors, LLC | 5.96% | Reduce -2.5% | 251,825 | $13.9M |
| Vestia Personal Wealth Advisors | 5.37% | Add +0.1% | 249,876 | $13.7M |
| Wells Fargo & Company | 0.00% | Reduce -7.4% | 242,834 | $13.4M |
| Burk Holdings LLC | 4.70% | Add +1.7% | 230,951 | $12.7M |
| Investmark Advisory Group LLC | 4.77% | Add +0.5% | 228,172 | $12.6M |
| Compound Planning, Inc. | 0.32% | Add +7.5% | 223,958 | $12.3M |
| RTD Financial Advisors, Inc. | 1.31% | Reduce -1.3% | 218,646 | $12.0M |
| JDH Wealth Management, LLC | 7.15% | Reduce -2.5% | 213,484 | $11.7M |
| Capstone Wealth Management, LLC | 5.39% | Reduce -0.4% | 211,207 | $11.6M |
| Walsh & Associates, LLC | 9.41% | Add +12.0% | 209,448 | $11.5M |
| Versant Capital Management, Inc | 1.00% | Reduce -0.7% | 203,515 | $11.2M |
| Tobias Financial Advisors, Inc. | 1.41% | Reduce -2.0% | 201,189 | $11.1M |
| Fiduciary Financial Advisors | 1.11% | Add +83.7% | 199,131 | $11.0M |
| Rf&l Wealth Management, LLC | 7.37% | Reduce -1.4% | 198,014 | $10.9M |
| Visionary Wealth Advisors | 0.42% | Add +1.5% | 194,557 | $10.7M |
| Truist Financial Corp. | 0.01% | Add +7.9% | 194,511 | $10.7M |
| Jones Financial Companies LLLP | 0.00% | Reduce -5.8% | 193,271 | $10.6M |
| Level Financial Advisors | 2.34% | Reduce -1.5% | 190,210 | $10.5M |
| Wealthspire Advisors, LLC | 0.06% | Add +3.9% | 185,258 | $10.2M |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 184,338 | $10.1M |
| Werba Rubin Papier Wealth Management | 1.23% | Reduce -0.8% | 183,415 | $10.1M |
| Greenspring Advisors, LLC | 0.55% | Reduce -9.0% | 181,842 | $10.0M |
| Peirce Capital Management, LLC | 3.60% | Reduce -8.2% | 178,595 | $9.8M |
| Financial Harvest, LLC | 3.94% | Reduce -1.0% | 173,170 | $9.5M |
| Belleair Asset Management, LLC | 7.78% | No change | 168,153 | $9.3M |
| Baker Tilly Wealth Management, LLC | 1.97% | Reduce -3.0% | 166,506 | $9.2M |
| Strathmore Capital Advisors, Inc. | 2.43% | Reduce -2.6% | 163,674 | $9.0M |
| Ariadne Wealth Management, LP | 3.96% | Add +0.0% | 162,935 | $9.0M |
| TruNorth Capital Management, LLC | 1.44% | Reduce -0.4% | 162,870 | $9.0M |
| Sprinkle Financial Consultants LLC | 3.39% | Reduce -0.0% | 156,974 | $8.6M |
| Seneschal Advisors, LLC | 5.86% | Reduce -4.1% | 155,556 | $8.6M |
| Weinberger Asset Management, Inc | 2.74% | Add +8.6% | 153,561 | $8.5M |
| Strategic Investment Solutions, Inc. | 1.93% | Add +17.7% | 153,175 | $8.4M |
| Woodward Financial Advisors, Inc. | 2.81% | — | 152,581 | $8.4M |
| Royal Bank of Canada | 0.00% | Add +28.8% | 151,462 | $8.3M |
| Lutz Financial Services LLC | 0.50% | Reduce -1.5% | 148,278 | $8.2M |
| Merit Financial Group, LLC | 0.05% | Add +20.7% | 141,999 | $7.8M |
| Kondo Wealth Advisors, Inc. | 2.58% | Reduce -1.8% | 140,456 | $7.7M |
| Northwest Wealth Management, LLC | 1.01% | Add +2.4% | 139,127 | $7.7M |
| CarsonAllaria Wealth Management, Ltd. | 3.29% | Reduce -0.4% | 137,923 | $7.6M |
| Sollinda Capital Management LLC | 1.61% | Add +20.4% | 136,915 | $7.5M |
| FMR LLC | 0.00% | Add +10.3% | 136,233 | $7.5M |
| Abacus Wealth Partners, LLC | 0.78% | Reduce -0.8% | 134,402 | $7.4M |
| Kooman & Associates | 1.98% | Reduce -71.4% | 134,098 | $7.4M |
| Aegis Wealth Management LLC | 3.45% | Reduce -1.9% | 133,283 | $7.3M |
| Addison Advisors LLC | 3.45% | Reduce -51.5% | 132,726 | $7.3M |
| JFS Wealth Advisors, LLC | 0.36% | Reduce -13.3% | 131,869 | $7.3M |
| Captrust Financial Advisors | 0.01% | Reduce -3.0% | 131,602 | $7.2M |
| HUB Investment Partners, LLC | 0.13% | Add +2.9% | 131,335 | $7.2M |
| EnRich Financial Partners LLC | 1.70% | Reduce -1.1% | 130,198 | $7.2M |
| Lam Group, Inc. | 3.54% | Add +0.0% | 129,440 | $7.1M |
| Cherry Tree Wealth Management, LLC | 1.34% | Reduce -0.5% | 129,342 | $7.1M |
| Builder Investment Group Inc. | 1.39% | No change | 127,393 | $7.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.9% | 127,269 | $7.0M |
| BOK Financial Private Wealth, Inc. | 0.36% | Add +1.5% | 125,952 | $6.9M |
| GEM Asset Management, LLC | 2.72% | Reduce -1.6% | 125,374 | $6.9M |
| Annandale Capital, LLC | 1.02% | Add +0.1% | 125,272 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.5% | 125,186 | $6.9M |
| Gradient Capital Advisors, LLC | 1.59% | Reduce -0.9% | 124,809 | $6.9M |
| Shearwater Capital LLC | 3.24% | Reduce -7.4% | 123,241 | $6.8M |
| First National Bank Sioux Falls | 1.85% | No change | 134,254 | $6.8M |
| WNY Asset Management, LLC | 0.60% | Reduce -0.3% | 122,084 | $6.7M |
| EverSource Wealth Advisors, LLC | 0.22% | Reduce -36.5% | 119,826 | $6.6M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +0.3% | 118,784 | $6.5M |
| Forteris Wealth Management Inc. | 5.28% | Add +0.0% | 117,272 | $6.5M |
| PFG Advisors | 0.32% | Reduce -0.1% | 116,471 | $6.4M |
| Colorado Capital Management, Inc. | 2.13% | Reduce -10.9% | 113,213 | $6.2M |
| Simplicity Wealth,LLC | 0.21% | Reduce -0.3% | 112,679 | $6.2M |
| Evensky & Katz LLC | 0.32% | Add +1.2% | 111,311 | $6.1M |
| Wolfstich Capital, LLC | 4.70% | New | 111,097 | $6.1M |
| AG Asset Advisory, LLC | 4.84% | Reduce -3.8% | 108,845 | $6.0M |
| Cascade Wealth Advisors, Inc | 2.36% | Add +11.1% | 103,453 | $5.9M |
| Citadel Advisors | 0.00% | New | 106,428 | $5.9M |
| Cross Staff Investments Inc | 3.22% | No change | 10,391 | $5.7M |
| FMB Wealth Management | 2.10% | Reduce -1.9% | 103,735 | $5.7M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -1.5% | 103,633 | $5.7M |
| Cogent Strategic Wealth LLC | 5.42% | Reduce -6.1% | 103,304 | $5.7M |
| Trace Wealth Advisors, LLC | 3.64% | No change | 101,158 | $5.6M |
| Vannoy Advisory Group, Inc. | 3.11% | Reduce -0.2% | 100,005 | $5.5M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -7.5% | 99,599 | $5.5M |
| Joel Isaacson & Co., LLC | 0.16% | No change | 99,486 | $5.5M |
| Verdence Capital Advisors LLC | 0.29% | Add +1.3% | 99,384 | $5.5M |
| 55 North Private Wealth, LLC | 1.07% | Add +25.9% | 99,009 | $5.4M |
| Investment Advisory Group, LLC | 1.17% | Reduce -0.1% | 98,096 | $5.4M |
| MML Investors Services, LLC | 0.01% | Add +64.3% | 97,352 | $5.4M |
| SwitchPoint Financial Planning, LLC | 3.09% | Add +0.2% | 97,249 | $5.3M |
| US Bancorp \de | 0.01% | Reduce -1.0% | 95,238 | $5.2M |
| Summit Financial Strategies, Inc. | 0.37% | Reduce -0.5% | 94,869 | $5.2M |
| HMV Wealth Advisors, LLC | 1.98% | Reduce -1.5% | 92,514 | $5.1M |
| Arkadios Wealth Advisors | 0.08% | Reduce -5.4% | 92,491 | $5.1M |
| McCartney Wealth Management LLC | 3.81% | Reduce -0.7% | 91,253 | $5.0M |
| Marshall Wace, LLP | 0.00% | New | 89,715 | $4.9M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -0.3% | 89,084 | $4.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -11.7% | 87,754 | $4.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.02% | Add +3.1% | 87,125 | $4.8M |
| Pacific Asset Management, LLC | 2.34% | Reduce -0.4% | 86,756 | $4.8M |
| Intelligent Financial Strategies | 2.22% | No change | 83,718 | $4.6M |
| Private Advisor Group, LLC | 0.02% | Add +93.7% | 81,045 | $4.5M |
| Cloud Capital Management, LLC | 1.62% | Add +12.7% | 80,843 | $4.4M |
| Tumwater Wealth Management, LLC | 1.60% | Reduce -1.2% | 80,243 | $4.4M |
| Platform Wealth Management, LLC | 1.61% | — | 80,137 | $4.4M |
| BluePrint Investing LLC | 3.63% | Reduce -4.0% | 78,584 | $4.3M |
| Virtue Asset Management LLC | 3.03% | No change | 76,969 | $4.2M |
| WASHINGTON TRUST Co | 0.13% | No change | 75,104 | $4.1M |
| Kilner Capital Advisors, LLC | 3.51% | Reduce -1.1% | 74,467 | $4.1M |
| TAGStone Capital, Inc. | 1.30% | Reduce -1.6% | 74,228 | $4.1M |
| Embree Financial Group | 0.41% | Reduce -2.1% | 74,114 | $4.1M |
| Aspen Capital Management, LLC | 0.90% | Add +0.1% | 73,845 | $4.1M |
| Axis Wealth Partners, LLC | 1.93% | Reduce -6.0% | 73,177 | $4.0M |
| Vistica Wealth Advisors, LLC | 3.47% | Add +1.0% | 72,988 | $4.0M |
| Regions Financial Corp. | 0.02% | Reduce -0.5% | 71,334 | $3.9M |
| Prospera Financial Services Inc | 0.06% | No change | 70,571 | $3.9M |
| Wealth Advisors Northwest LLC | 1.29% | Reduce -3.2% | 68,612 | $3.8M |
| BWM Planning, LLC | 0.86% | No change | 67,707 | $3.7M |
| Capital Investment Advisory Services, LLC | 0.23% | Add +24.7% | 66,668 | $3.7M |
| Clearstead Advisors, LLC | 0.03% | Add +0.1% | 66,305 | $3.6M |
| Glass Jacobson Investment Advisors llc | 1.13% | Add +1.0% | 65,628 | $3.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.07% | No change | 65,323 | $3.6M |
| Zhang Financial LLC | 0.10% | Reduce -7.8% | 62,703 | $3.4M |
| Navigate Wealth Management, LLC | 2.13% | Reduce -1.0% | 62,741 | $3.4M |
| Woodside Wealth Management LLC | 2.38% | Reduce -0.2% | 62,171 | $3.4M |
| Disciplined Investments, LLC | 1.10% | Reduce -5.2% | 62,156 | $3.4M |
| Clark Asset Management, LLC | 0.27% | Add +5.8% | 61,519 | $3.4M |
| Melfa Wealth Management, Inc. | 1.77% | Reduce -4.2% | 59,749 | $3.3M |
| Clarity Capital Advisors, LLC | 1.38% | Add +0.9% | 59,716 | $3.3M |
| Westmount Partners, LLC | 0.72% | Reduce -1.1% | 59,582 | $3.3M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Add +0.0% | 58,805 | $3.2M |
| Triumph Capital Management | 0.57% | Add +0.0% | 57,405 | $3.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -12.0% | 57,218 | $3.1M |
| CENTRAL TRUST Co | 0.06% | Add +188.3% | 57,151 | $3.1M |
| Bridge Generations Wealth Management LLC | 1.59% | No change | 56,732 | $3.1M |
| Cypress Wealth Services, LLC | 0.38% | Reduce -4.0% | 55,990 | $3.1M |
| Fonville Wealth Management LLC | 0.50% | Reduce -0.0% | 55,442 | $3.0M |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.1% | 54,788 | $3.0M |
| Family CFO Inc | 1.16% | Reduce -1.4% | 54,645 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.6% | 54,466 | $3.0M |
| Daybright Advisory Services, Inc. | 0.71% | Add +0.1% | 53,370 | $3.0M |
| Foundation Wealth Management, LLC\PA | 0.89% | No change | 53,781 | $3.0M |
| Quantum Financial Advisors, LLC | 0.29% | No change | 53,107 | $2.9M |
| Poinciana Advisors Group, LLC | 2.16% | Reduce -15.8% | 48,038 | $2.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 52,750 | $2.9M |
| Generations Wealth, LLC | 2.73% | Reduce -24.1% | 52,245 | $2.9M |
| Warwick Investment Management, Inc. | 0.32% | No change | 51,910 | $2.9M |
| Nicholas Hoffman & Company, LLC. | 0.06% | No change | 51,119 | $2.8M |
| Curi Capital, LLC | 0.04% | Add +0.3% | 49,833 | $2.7M |
| IFP Advisors, Inc | 0.05% | Add +15.6% | 49,362 | $2.7M |
| Blair William & Co. | 0.01% | Add +0.3% | 48,910 | $2.7M |
| Global Retirement Partners, LLC | 0.04% | — | 47,615 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | New | 47,522 | $2.6M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -0.5% | 47,311 | $2.6M |
| 25 LLC | 0.70% | Add +0.2% | 46,500 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Add +18.7% | 45,490 | $2.5M |
| Kane Co Wealth Management, Inc. | 1.85% | Reduce -1.7% | 44,370 | $2.4M |
| Ieq Capital, LLC | 0.01% | Reduce -6.6% | 44,291 | $2.4M |
| Stone Summit Wealth LLC | 0.62% | Reduce -0.1% | 44,265 | $2.4M |
| Tred Avon Family Wealth, LLC | 0.72% | Add +1.3% | 42,437 | $2.3M |
| Samalin Investment Counsel, LLC | 0.75% | Reduce -0.4% | 42,158 | $2.3M |
| Curio Wealth, LLC | 0.72% | Reduce -0.3% | 41,960 | $2.3M |
| Tarbox Family Office, Inc. | 0.33% | No change | 41,863 | $2.3M |
| Parkside Financial Bank & Trust | 0.16% | Add +42.7% | 41,844 | $2.3M |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.2% | 41,508 | $2.3M |
| IFG Advisors, LLC | 0.31% | No change | 40,523 | $2.2M |
| Rialto Wealth Management, LLC | 0.44% | Add +0.0% | 40,430 | $2.2M |
| Valued Wealth Advisors LLC | 0.80% | Reduce -8.0% | 39,978 | $2.2M |
| Aurelius Family Office LLC | 0.85% | Reduce -2.1% | 39,245 | $2.2M |
| Diversify Advisory Services, LLC | 0.04% | New | 38,380 | $2.1M |
| Diversify Wealth Management, LLC | 0.04% | Add +23.3% | 38,380 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -2.0% | 38,732 | $2.1M |
| CFS Investment Advisory Services, LLC | 0.14% | Reduce -5.7% | 38,742 | $2.1M |
| Websterrogers Financial Advisors, LLC | 0.53% | Reduce -0.6% | 37,761 | $2.1M |
| Brown Advisory Inc. | 0.00% | Reduce -4.6% | 37,344 | $2.1M |
| Matauro, LLC | 0.27% | Add +8.5% | 37,059 | $2.0M |
| Kavar Capital Partners Group, LLC | 0.25% | Add +0.0% | 36,831 | $2.0M |
| FAS Wealth Partners, Inc. | 0.10% | Add +0.3% | 36,308 | $2.0M |
| Entelevest, LLC | 1.73% | Reduce -2.3% | 36,001 | $2.0M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 35,976 | $2.0M |
| IFG Advisory, LLC | 0.07% | Add +16946.3% | 34,945 | $1.9M |
| Cambria Investment Management, L.P. | 0.09% | Add +1.1% | 34,672 | $1.9M |
| Empowered Funds, LLC | 0.01% | Reduce -5.5% | 34,672 | $1.9M |
| Beacon Financial Advisory LLC | 0.36% | Add +0.0% | 33,501 | $1.8M |
| Quadcap Wealth Management, LLC | 0.18% | No change | 32,970 | $1.8M |
| Aspen Wealth Management LLC | 0.31% | No change | 32,755 | $1.8M |
| XY Planning Network, Inc. | 0.22% | Reduce -2.1% | 32,284 | $1.8M |
| Klingman & Associates, LLC | 0.08% | Add +2.1% | 32,214 | $1.8M |
| ARK & TLK Investments, LLC | 0.43% | Reduce -1.6% | 31,984 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.5% | 31,318 | $1.7M |
| Busey Bank | 0.04% | Reduce -0.1% | 31,134 | $1.7M |
| Applied Capital LLC | 0.55% | Reduce -1.4% | 30,776 | $1.7M |
| Cogent Private Wealth, Inc. | 1.05% | Reduce -2.3% | 30,624 | $1.7M |
| Francis Financial, Inc. | 0.28% | Reduce -14.4% | 30,552 | $1.7M |
| Nuveen, LLC | 0.00% | New | 30,545 | $1.7M |
| RAM Investment Partners, LLC | 0.26% | Add +7.8% | 29,874 | $1.6M |
| Bragg Financial Advisors, Inc | 0.04% | No change | 29,836 | $1.6M |
| Cordant, Inc. | 0.59% | Reduce -14.4% | 29,834 | $1.6M |
| Verus Wealth Management, LLC | 1.35% | No change | 29,765 | $1.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +41.7% | 28,979 | $1.6M |
| Fiduciary Trust Co | 0.02% | No change | 28,865 | $1.6M |
| Valeo Financial Advisors, LLC | 0.03% | Add +0.0% | 28,643 | $1.6M |
| Waverly Advisors, LLC | 0.01% | Add +7.3% | 28,395 | $1.6M |
| Wick Capital Partners, LLC | 0.24% | No change | 28,339 | $1.6M |
| BlackRock, Inc. | 0.00% | Add +6.4% | 27,977 | $1.5M |
| Oath Planning, LLC | 1.14% | Add +0.7% | 27,798 | $1.5M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | No change | 27,741 | $1.5M |
| Eldridge Investment Advisors, Inc. | 0.30% | Reduce -1.9% | 27,460 | $1.5M |
| New England Private Wealth Advisors LLC | 0.14% | Add +0.3% | 26,738 | $1.5M |
| Brand Asset Management Group, Inc. | 0.33% | New | 26,893 | $1.5M |
| Measured Wealth Private Client Group, LLC | 0.36% | Reduce -0.0% | 26,856 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -17.4% | 26,748 | $1.5M |
| Arax Advisory Partners | 0.01% | Add +2234.0% | 26,654 | $1.5M |
| Garde Capital, Inc. | 0.07% | No change | 26,598 | $1.5M |
| M Wealth Management, LLC | 1.14% | No change | 26,461 | $1.5M |
| LBMC Investment Advisors, LLC | 0.08% | Add +0.1% | 26,409 | $1.5M |
| Fifth Third Bancorp | 0.00% | Reduce -11.7% | 26,407 | $1.5M |
| Farmers National Bank | 0.30% | Reduce -4.1% | 26,382 | $1.5M |
| SJS Investment Consulting Inc. | 0.16% | No change | 26,169 | $1.4M |
| Pictet North America Advisors SA | 0.13% | No change | 25,825 | $1.4M |
| Bannerman Wealth Management Group, LLC | 0.82% | No change | 25,514 | $1.4M |
| Fort Point Capital Partners LLC | 0.15% | New | 25,180 | $1.4M |
| Financial Council, LLC | 0.44% | No change | 24,585 | $1.4M |
| Kathmere Capital Management, LLC | 0.07% | Add +0.6% | 24,108 | $1.3M |
| Phillips Financial Management, LLC | 0.10% | Add +0.2% | 23,872 | $1.3M |
| Midwest Trust Co | 0.01% | Add +1.6% | 23,356 | $1.3M |
| Mutual Advisors, LLC | 0.02% | Reduce -7.8% | 23,304 | $1.3M |
| Integrated Advisors Network LLC | 0.06% | No change | 23,264 | $1.3M |
| M&T Bank Corp | 0.00% | No change | 23,204 | $1.3M |
| Mayflower Financial Advisors, LLC | 0.11% | Add +4.2% | 23,183 | $1.3M |
| Signaturefd, LLC | 0.02% | Add +0.0% | 22,979 | $1.3M |
| Parallel Advisors, LLC | 0.02% | No change | 22,897 | $1.3M |
| Tru Independence Asset Management 2, LLC | 0.68% | Reduce -6.9% | 22,821 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Add +8.3% | 22,784 | $1.3M |
| Mustard Seed Financial, LLC | 0.65% | Add +0.0% | 22,679 | $1.2M |
| Teachers Insurance & Annuity Association of America | 1.38% | No change | 22,672 | $1.2M |
| VestGen Advisors, LLC | 0.04% | Add +0.0% | 22,670 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -25.9% | 22,330 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.2% | 22,320 | $1.2M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.96% | Add +0.1% | 22,161 | $1.2M |
| Parkside Investments, LLC | 0.13% | No change | 22,018 | $1.2M |
| Allegiance Financial Group Advisory Services LLC | 0.21% | Reduce -0.6% | 21,984 | $1.2M |
| Plante Moran Financial Advisors, LLC | 0.06% | No change | 21,496 | $1.2M |
| KDK Private Wealth Management, LLC | 0.98% | No change | 21,488 | $1.2M |
| MBM Wealth Consultants, LLC | 0.23% | No change | 21,375 | $1.2M |
| Seaside Wealth Management, Inc. | 0.29% | Add +0.1% | 21,171 | $1.2M |
| Pure Financial Advisors, LLC | 0.01% | Add +3.1% | 20,938 | $1.2M |
| Commerce Bank | 0.01% | No change | 20,866 | $1.1M |
| Prism Planning Partners LLC | 1.21% | Add +25.9% | 20,830 | $1.1M |
| Ancora Advisors LLC | 0.02% | Reduce -6.6% | 20,597 | $1.1M |
| Silver Oak Advisory Group, Inc. | 0.44% | Reduce -10.7% | 20,429 | $1.1M |
| Keybank National Association | 0.00% | No change | 20,232 | $1.1M |
| Wealth Enhancement Trust Services, Inc. | 0.12% | No change | 20,088 | $1.1M |
| Bleakley Financial Group, LLC | 0.01% | New | 19,922 | $1.1M |
| Awm Capital, LLC | 0.09% | Add +0.3% | 19,742 | $1.1M |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.3% | 19,577 | $1.1M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -4.1% | 19,559 | $1.1M |
| Balboa Wealth Partners | 0.14% | Reduce -5.1% | 19,206 | $1.1M |
| CRA Financial Services, LLC | 0.12% | Reduce -0.3% | 19,190 | $1.1M |
| W1M Asset Management Ltd | 0.01% | No change | 19,160 | $1.1M |
| Amarillo National Bank | 0.17% | No change | 19,084 | $1.0M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -7.6% | 18,967 | $1.0M |
| LJI Wealth Management, LLC | 0.14% | Reduce -5.7% | 18,760 | $1.0M |
| Smith Chas P & Associates Pa Cpas | 0.05% | No change | 18,697 | $1.0M |
| Powerhouse Assets LLC | 0.84% | Add +0.1% | 18,673 | $1.0M |
| Professional Financial Advisors, LLC | 0.18% | No change | 18,671 | $1.0M |
| Brown Brothers Harriman & Co. | 0.00% | No change | 18,553 | $1.0M |
| tru Independence LLC | 0.44% | Add +0.2% | 18,490 | $1.0M |
| Marietta Wealth Management, LLC | 0.10% | Reduce -6.1% | 18,415 | $1.0M |
| Northwest Wealth Advisors, LLC | 0.58% | Add +0.1% | 18,405 | $1.0M |
| Cornerstone Financial Group, LLC | 0.62% | Add +0.3% | 18,359 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Add +1.9% | 18,330 | $1.0M |
| BetterWealth, LLC | 0.18% | No change | 18,261 | $1.0M |
| Accredited Investor Services, LLC | 0.57% | Reduce -0.0% | 18,228 | $1.0M |
| NorthRock Partners, LLC | 0.01% | No change | 18,092 | $995K |
| Arbor Wealth Advisors LLC | 0.60% | No change | 17,986 | $989K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +8.9% | 17,973 | $989K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -0.0% | 17,959 | $988K |
| Drive Wealth Management, LLC | 0.18% | Add +0.0% | 17,894 | $984K |
| Renasant Bank | 0.63% | No change | 17,757 | $977K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Reduce -7.8% | 17,680 | $973K |
| Vista Capital Partners, Inc. | 0.08% | Add +6.9% | 17,612 | $969K |
| Caprock Group, LLC | 0.02% | Reduce -0.3% | 17,489 | $962K |
| Falcon Wealth Planning | 0.06% | No change | 17,426 | $959K |
| Berger Financial Group, Inc | 0.05% | Add +0.0% | 17,317 | $953K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.06% | No change | 17,233 | $948K |
| Sound View Wealth Advisors Group, LLC | 0.06% | No change | 17,170 | $945K |
| Stratos Investment Management, LLC | 0.03% | Reduce -2.8% | 17,169 | $945K |
| Oak Wealth Advisors LLC | 0.45% | No change | 17,157 | $944K |
| Cathy Pareto & Associates, Inc. | 0.55% | Add +0.3% | 17,046 | $938K |
| Rather & Kittrell, Inc. | 0.13% | No change | 16,925 | $931K |
| PDS Planning, Inc | 0.05% | New | 16,846 | $927K |
| Aerodigm Wealth, LLC | 0.31% | No change | 16,821 | $925K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.2% | 16,777 | $923K |
| Painted Porch Advisors LLC | 0.40% | New | 16,728 | $920K |
| Narus Financial Partners, LLC | 0.24% | Reduce -1.8% | 16,671 | $917K |
| Key Financial Inc | 0.15% | Reduce -4.1% | 16,635 | $915K |
| Summit Wealth Group LLC / Co. | 0.08% | Reduce -1.1% | 16,534 | $910K |
| Colonial Trust Co / SC | 0.11% | Reduce -2.9% | 16,272 | $895K |
| Betterment LLC | 0.00% | Reduce -3.0% | 16,214 | $892K |
| Voisard Asset Management Group, Inc. | 0.17% | No change | 16,187 | $890K |
| AE Wealth Management LLC | 0.00% | Add +9.6% | 16,035 | $882K |
| Krilogy Financial LLC | 0.03% | Add +5.7% | 15,748 | $866K |
| Park Avenue Securities LLC | 0.01% | No change | 15,731 | $865K |
| Capital Investment Management, Inc. | 0.26% | Reduce -3.0% | 15,579 | $857K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.0% | 15,529 | $854K |
| Eaton Financial Holdings Company, LLC | 0.23% | Add +0.3% | 15,480 | $852K |
| WestHill Financial Advisors, Inc. | 0.14% | No change | 15,411 | $848K |
| NerdWallet Wealth Partners, LLC | 0.29% | No change | 15,216 | $837K |
| Kaufman Rossin Wealth, LLC | 0.39% | Add +0.7% | 15,075 | $827K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +21.8% | 14,981 | $824K |
| Longview Financial Advisors LLC | 0.41% | Reduce -0.4% | 14,978 | $824K |
| Ameriprise Financial Inc. | 0.00% | No change | 14,910 | $820K |
| Babb Wealth Advisors LLC | 0.39% | Reduce -3.7% | 14,834 | $816K |
| Bailard, Inc. | 0.02% | No change | 14,759 | $812K |
| Fortis Capital Advisors, LLC | 0.09% | No change | 14,594 | $803K |
| Belpointe Asset Management LLC | 0.03% | No change | 14,594 | $803K |
| Huntington National Bank | 0.01% | Reduce -3.0% | 14,585 | $802K |
| Pandowealth. LLC | 0.66% | Add +1.1% | 14,546 | $800K |
| GenTrust, LLC | 0.03% | No change | 14,422 | $793K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -11.3% | 14,415 | $793K |
| Shore Point Advisors, LLC | 0.27% | Reduce -1.3% | 14,180 | $780K |
| D'Orazio & Associates, Inc. | 0.09% | No change | 14,143 | $778K |
| Operose Advisors LLC | 0.15% | Reduce -10.7% | 14,057 | $773K |
| Owl Creek Wealth Partners LLC | 0.23% | Add +12.7% | 14,048 | $773K |
| Manchester Capital Management LLC | 0.10% | New | 13,939 | $767K |
| Collective Family Office LLC | 0.16% | No change | 13,867 | $763K |
| Lido Advisors, LLC | 0.00% | Add +39.1% | 13,848 | $762K |
| Rossby Financial, LCC | 0.14% | Add +0.1% | 13,817 | $760K |
| West Wealth Group, LLC | 0.12% | Add +0.3% | 13,767 | $757K |
| &partners | 0.00% | Reduce -42.5% | 13,709 | $754K |
| Ascent Group, LLC | 0.02% | Add +24.6% | 13,522 | $744K |
| CWA Asset Management Group, LLC | 0.02% | No change | 13,503 | $743K |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 13,485 | $742K |
| Money Concepts Capital Corp. | 0.03% | No change | 13,418 | $738K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.2% | 13,386 | $736K |
| Oakworth Capital, Inc. | 0.04% | Add +5.4% | 13,401 | $736K |
| Cahill Financial Advisors Inc. | 0.07% | No change | 13,339 | $734K |
| Range Advisory, LLC | 0.09% | Add +3.5% | 13,292 | $731K |
| Sanctuary Advisors, LLC | 0.00% | Add +34.3% | 13,269 | $730K |
| Gilbert & Cook, Inc. | 0.08% | No change | 13,217 | $727K |
| Center for Financial Planning, Inc. | 0.07% | No change | 13,216 | $727K |
| WoodTrust Financial Corp | 0.09% | No change | 13,215 | $727K |
| McGrath & Associates, Inc. | 0.95% | Add +5.7% | 13,188 | $725K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 13,151 | $723K |
| Robinswood Financial LLC | 0.21% | Add +0.1% | 13,122 | $722K |
| Johnson Wealth Management, LLC | 0.30% | Reduce -0.9% | 13,047 | $718K |
| FSM Wealth Advisors, LLC | 0.08% | Add +0.1% | 12,922 | $711K |
| MB Generational Wealth, LLC | 0.34% | No change | 12,770 | $702K |
| HBE Wealth Management, LLC | 0.50% | Add +0.0% | 12,760 | $702K |
| Dakota Wealth Management | 0.01% | No change | 12,673 | $697K |
| Capital Advisors Inc. | 0.01% | No change | 12,628 | $695K |
| Williams & Novak, LLC | 0.46% | Reduce -13.0% | 12,493 | $687K |
| Prosperity Bancshares Inc | 0.44% | No change | 12,367 | $680K |
| MBL Wealth, LLC | 0.05% | Add +9.8% | 12,223 | $672K |
| American Financial Advisors, LLC | 0.08% | Reduce -0.5% | 12,095 | $665K |
| Elevate Wealth Advisory, Inc. | 0.38% | Add +0.2% | 12,043 | $662K |
| Wedmont Private Capital | 0.02% | Add +0.1% | 11,963 | $658K |
| Basso Capital Management, L.P. | 0.16% | No change | 11,800 | $649K |
| Zacks Investment Management | 0.00% | Add +0.1% | 11,766 | $647K |
| Brighton Jones LLC | 0.01% | Reduce -33.5% | 11,756 | $647K |
| Empower Advisory Group, LLC | 0.00% | No change | 11,615 | $639K |
| Washington Trust Advisors, Inc. | 0.05% | Reduce -0.4% | 11,554 | $636K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +0.8% | 11,412 | $628K |
| Quadrant Capital Group LLC | 0.02% | Add +148.7% | 11,403 | $627K |
| Hollencrest Capital Management | 0.04% | No change | 11,339 | $624K |
| Naples Global Advisors, LLC | 0.04% | No change | 11,320 | $623K |
| Seeds Investor LLC | 0.06% | Reduce -40.3% | 11,285 | $621K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 11,207 | $616K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 10,860 | $597K |
| Legacy Financial Advisors, Inc. | 0.07% | No change | 10,796 | $594K |
| Liberty Capital Management, Inc. | 0.10% | — | 10,742 | $591K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.19% | No change | 10,672 | $590K |
| GDS Wealth Management | 0.03% | No change | 10,652 | $586K |
| Steele Capital Management, Inc. | 0.02% | No change | 10,564 | $581K |
| TPG Financial Advisors, LLC | 0.17% | Reduce -9.0% | 10,547 | $580K |
| CVA Family Office, LLC | 0.05% | No change | 10,477 | $576K |
| MPWM Advisory Solutions, LLC | 0.26% | No change | 10,474 | $576K |
| NCM Capital Management, LLC | 0.18% | No change | 10,465 | $576K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 10,310 | $567K |
| Americana Partners, LLC | 0.01% | No change | 10,223 | $562K |
| Monument Group Wealth Advisors, LLC | 0.27% | Add +4.9% | 9,574 | $557K |
| Towneley Capital Management, Inc / DE | 0.11% | Add +0.3% | 10,121 | $557K |
| Compass Wealth Management, LLC | 0.22% | Add +0.2% | 10,067 | $554K |
| Oxford Financial Group, LTD. LLC | 0.03% | No change | 10,040 | $552K |
| Signal Advisors Wealth, LLC | 0.03% | New | 9,985 | $549K |
| Strategic Financial Services, Inc. | 0.02% | No change | 9,875 | $543K |
| RFG Advisory, LLC | 0.01% | Reduce -3.4% | 9,744 | $536K |
| Quad-Cities Investment Group, LLC | 0.19% | Reduce -6.0% | 9,657 | $531K |
| Accredited Investors Inc. | 0.02% | No change | 9,623 | $529K |
| Everest Financial Group LLC | 0.07% | Add +1.4% | 9,612 | $529K |
| Approach Retirement Advisors, LLC | 0.38% | Add +1.6% | 9,555 | $526K |
| Northeast Planning Associates, Inc. / NH / | 0.39% | No change | 9,551 | $525K |
| Gradient Investments LLC | 0.01% | No change | 9,427 | $519K |
| Avant Financial Advisors LLC | 0.32% | No change | 9,363 | $515K |
| CIBC Bancorp USA Inc. | 0.00% | Add +18.9% | 9,299 | $512K |
| Private Trust Co. NA | 0.04% | No change | 9,274 | $510K |
| Mullaney, Keating & Wright, Inc. | 0.24% | No change | 9,210 | $507K |
| Orion Capital Management LLC | 0.16% | No change | 9,189 | $505K |
| Avestar Capital, LLC | 0.03% | No change | 9,163 | $504K |
| Destiny Wealth Partners, LLC | 0.07% | New | 9,043 | $503K |
| Summit Asset Management, LLC | 0.06% | Add +0.3% | 9,136 | $503K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -1.4% | 9,072 | $499K |
| Ironwood Financial, llc | 0.08% | No change | 9,070 | $499K |
| Sovereign Financial Group, Inc. | 0.08% | Reduce -8.6% | 9,036 | $497K |
| Live Oak Private Wealth LLC | 0.06% | No change | 8,962 | $493K |
| Third View Private Wealth, LLC | 0.06% | No change | 8,864 | $488K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -8.7% | 8,838 | $486K |
| Goldstein Advisors, LLC | 0.04% | No change | 8,819 | $485K |
| QRG Capital Management, Inc. | 0.00% | Add +103.3% | 8,783 | $483K |
| CreativeOne Wealth, LLC | 0.01% | Add +62.5% | 8,773 | $483K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.3% | 8,762 | $482K |
| Brookstone Capital Management | 0.00% | Add +0.1% | 8,666 | $477K |
| Advisors Capital Management, LLC | 0.01% | Add +31.3% | 8,610 | $474K |
| RB Capital Management, LLC | 0.10% | Add +0.0% | 8,599 | $473K |
| AlTi Global, Inc. | 0.01% | No change | 8,530 | $469K |
| Cozad Asset Management Inc. | 0.03% | No change | 8,513 | $468K |
| Delos Wealth Advisors, LLC | 0.24% | No change | 8,510 | $468K |
| Aspirean Wealth, LLC | 0.43% | Reduce -7.3% | 8,496 | $467K |
| Newton One Investments LLC | 0.12% | Add +0.3% | 8,476 | $466K |
| Warburton Capital Management, LLC | 0.19% | Add +0.3% | 8,427 | $463K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 8,340 | $459K |
| Summit Financial, LLC | 0.01% | Reduce -1.3% | 8,327 | $458K |
| Physician Wealth Solutions Inc. | 0.17% | No change | 8,307 | $457K |
| E-Wealth Partners, LLC | 0.33% | Reduce -1.6% | 8,295 | $456K |
| Venture Visionary Partners LLC | 0.01% | Add +0.1% | 8,281 | $456K |
| Whittier Trust Co. | 0.00% | No change | 8,232 | $454K |
| Montz Harcus Wealth Management LLC | 0.16% | Add +0.3% | 8,105 | $446K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 8,015 | $441K |
| Facet Wealth, Inc. | 0.01% | Add +33.4% | 7,944 | $437K |
| Mgo One Seven LLC | 0.01% | Add +26.1% | 7,919 | $436K |
| Optima Capital LLC | 0.17% | No change | 7,912 | $435K |
| Bull Oak Capital, LLC | 0.14% | Add +34.5% | 7,864 | $433K |
| Ridgewood Investments LLC | 0.16% | Add +0.1% | 7,847 | $432K |
| Prairie Advisory, LLC | 0.10% | — | 7,739 | $426K |
| Integrity Wealth Solutions LLC | 0.16% | No change | 7,726 | $425K |
| Trustmark Bank Trust Department | 0.03% | No change | 7,701 | $424K |
| Axxcess Wealth Management, LLC | 0.01% | New | 7,689 | $423K |
| Leeward Financial Partners, LLC | 0.11% | No change | 7,670 | $422K |
| Pasadena Private Wealth, LLC | 0.05% | No change | 7,653 | $421K |
| Roundview Capital LLC | 0.02% | No change | 7,626 | $420K |
| Five Oceans Advisors | 0.13% | Reduce -5.0% | 7,599 | $418K |
| Aviance Capital Partners, LLC | 0.04% | Reduce -0.0% | 7,562 | $416K |
| Goldman Sachs Group Inc. | 0.00% | New | 7,537 | $415K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 7,491 | $412K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | No change | 7,480 | $411K |
| Compass Capital Corp. /Ma/ | 0.13% | No change | 7,141 | $409K |
| LVM Capital Management Ltd. | 0.03% | No change | 7,391 | $407K |
| Sei Investments Co. | 0.00% | New | 7,394 | $407K |
| Donalies Financial Planning, LLC | 0.30% | No change | 7,387 | $406K |
| Smith Salley Wealth Management | 0.02% | No change | 7,344 | $404K |
| Integrity Investment Advisors, LLC | 0.18% | No change | 7,335 | $403K |
| Assetmark, Inc. | 0.00% | Add +42.6% | 7,306 | $402K |
| M1 Capital Management LLC | 0.15% | No change | 7,193 | $396K |
| Freedom Investment Management, Inc. | 0.11% | Add +16.6% | 7,148 | $393K |
| Bokf, NA | 0.01% | No change | 7,086 | $390K |
| Inspire Advisors, LLC | 0.03% | Add +23.1% | 7,068 | $389K |
| Modern Wealth Management, LLC | 0.00% | Add +53.5% | 7,065 | $389K |
| Principal Securities, Inc. | 0.00% | Reduce -1.2% | 6,987 | $384K |
| Marble Harbor Investment Counsel, LLC | 0.04% | Add +18.8% | 6,983 | $384K |
| Acorn Financial Advisory Services Inc. | 0.05% | Reduce -5.3% | 6,978 | $384K |
| Ponta Wealth Partners, LLC | 0.20% | No change | 6,949 | $382K |
| Harbour Investments, Inc. | 0.01% | No change | 6,937 | $382K |
| Qube Research & Technologies Ltd | 0.00% | Add +147.7% | 6,809 | $375K |
| Evergreen Capital Management LLC | 0.01% | No change | 6,809 | $375K |
| Caldwell Trust Co | 0.03% | Reduce -4.5% | 6,770 | $372K |
| First Western Trust Bank | 0.02% | Reduce -7.2% | 6,764 | $372K |
| UMB Bank, n.a. | 0.00% | Reduce -1.3% | 6,760 | $372K |
| Maryland Capital Advisors Inc. | 0.12% | — | 6,714 | $369K |
| Ferguson Johnson Wealth Management Inc | 0.27% | No change | 6,695 | $368K |
| Washington Trust Bank | 0.03% | Reduce -0.7% | 6,686 | $368K |
| Waterfront Wealth Inc. | 0.06% | Add +0.4% | 6,682 | $368K |
| Ritholtz Wealth Management | 0.01% | No change | 6,680 | $367K |
| Daytona Street Capital LLC | 0.27% | New | 6,644 | $366K |
| Grey Ledge Advisors, LLC | 0.07% | No change | 6,646 | $366K |
| High Probability Advisors, LLC | 0.04% | No change | 6,646 | $366K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -0.0% | 6,592 | $363K |
| Grandfield & Dodd, LLC | 0.02% | No change | 6,583 | $362K |
| Independent Financial Group, LLC | 0.01% | Add +29.4% | 6,565 | $361K |
| CX Institutional | 0.01% | Add +119.4% | 6,563 | $361K |
| Grove Street Fiduciary, LLC | 0.15% | No change | 6,544 | $360K |
| TrustWell Financial Advisors, LLC | 0.30% | Add +0.3% | 6,445 | $355K |
| Lockerman Financial Group, Inc. | 0.54% | No change | 6,433 | $354K |
| AlphaCore Capital LLC | 0.01% | Add +9.0% | 6,419 | $353K |
| Fiduciary Family Office, LLC | 0.09% | No change | 6,366 | $350K |
| RKL Wealth Management LLC | 0.03% | No change | 6,288 | $346K |
| Orgel Wealth Management, LLC | 0.01% | No change | 6,283 | $346K |
| Stonebridge Financial Group, LLC | 0.05% | — | 6,218 | $342K |
| Essential Planning, LLC. | 0.10% | Add +0.3% | 6,195 | $341K |
| Aurdan Capital Management, LLC | 0.09% | No change | 6,178 | $340K |
| StoneX Group Inc. | 0.01% | New | 6,293 | $340K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.3% | 6,141 | $338K |
| Tufton Capital Management | 0.06% | Add +29.8% | 6,115 | $336K |
| Purkiss Capital Advisors LLC | 0.13% | Add +0.1% | 6,065 | $334K |
| SevenBridge Financial Group, LLC | 0.05% | Add +0.3% | 5,856 | $333K |
| Old Peak Finance LLC | 0.16% | Add +0.3% | 6,034 | $332K |
| Advisory Services Network, LLC | 0.00% | Add +0.1% | 6,033 | $332K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 5,954 | $328K |
| COFG Advisors, LLC | 0.06% | Add +0.3% | 5,951 | $327K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.3% | 5,931 | $326K |
| Rise Advisors, LLC | 0.09% | Add +0.3% | 5,891 | $324K |
| BOS Asset Management, LLC | 0.08% | Reduce -4.6% | 5,881 | $324K |
| BDFS Capital LLC | 0.14% | Add +19.1% | 5,872 | $323K |
| First Bancorp, Inc | 0.13% | No change | 5,844 | $321K |
| Vantage Point Financial LLC | 0.10% | Add +0.1% | 5,804 | $319K |
| Shepherd Financial Partners LLC | 0.03% | New | 5,764 | $317K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 5,719 | $315K |
| NTV Asset Management LLC | 0.03% | No change | 5,708 | $314K |
| Vident Advisory, LLC | 0.00% | No change | 5,707 | $314K |
| Well Done, LLC | 0.04% | No change | 5,684 | $313K |
| Lantz Financial LLC | 0.06% | No change | 5,656 | $311K |
| Rowlandmiller & Partners.adv | 0.06% | No change | 5,537 | $305K |
| Everhart Financial Group, Inc. | 0.02% | No change | 5,515 | $303K |
| Sterling Wealth Advisors Inc | 0.16% | No change | 5,505 | $303K |
| Disciplined Investors, L.L.C. | 0.15% | Reduce -1.0% | 5,464 | $301K |
| Norden Group LLC | 0.02% | Add +0.3% | 5,431 | $299K |
| Silver Coast Investments LLC | 0.09% | Add +0.3% | 5,383 | $296K |
| Kelly Financial Group LLC | 0.07% | Reduce -1.0% | 5,379 | $296K |
| Vawter Financial, Ltd. | 0.11% | No change | 5,350 | $294K |
| Private Management Group Inc. | 0.01% | No change | 5,325 | $293K |
| Bell Bank | 0.01% | No change | 5,306 | $292K |
| Black Swift Group, LLC | 0.04% | No change | 5,246 | $289K |
| Waterloo Capital, L.P. | 0.02% | New | 5,234 | $288K |
| HBK Sorce Advisory LLC | 0.01% | No change | 5,057 | $286K |
| Gordian Advisors LLC | 0.17% | Add +0.1% | 5,194 | $286K |
| Leavell Investment Management, Inc. | 0.01% | No change | 5,031 | $277K |
| GAMMA Investing LLC | 0.01% | New | 5,025 | $276K |
| Wealth Advisors of Iowa, LLC | 0.07% | No change | 4,986 | $274K |
| One Degree Advisors Inc | 0.06% | Add +0.1% | 5,009 | $274K |
| HighPoint Advisor Group LLC | 0.01% | No change | 4,961 | $273K |
| Grey Fox Wealth Advisors, LLC | 0.04% | Add +0.3% | 4,944 | $272K |
| NewEdge Wealth, LLC | 0.00% | No change | 4,928 | $271K |
| Murphy Pohlad Asset Management LLC | 0.09% | No change | 4,920 | $271K |
| Nwam LLC | 0.01% | New | 4,915 | $270K |
| Bellwether Advisors, LLC | 0.04% | No change | 4,865 | $268K |
| Financial Insights, Inc. | 0.07% | No change | 4,852 | $267K |
| Western Wealth Management, LLC | 0.01% | Add +0.3% | 4,791 | $264K |
| Carnegie Investment Counsel | 0.01% | No change | 4,764 | $262K |
| Motco | 0.02% | No change | 4,759 | $262K |
| Ameritas Advisory Services, LLC | 0.01% | New | 4,731 | $260K |
| Hantz Financial Services, Inc. | 0.00% | Add +41.0% | 4,730 | $260K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 4,682 | $258K |
| AssuredPartners Investment Advisors, LLC | 0.02% | No change | 4,662 | $256K |
| Wallace Capital Management Inc. | 0.03% | No change | 4,567 | $251K |
| Guidance Point Advisors, LLC | 0.05% | Add +0.3% | 4,553 | $250K |
| BankChampaign, National Association | 0.19% | No change | 4,549 | $250K |
| Strategic Wealth Partners, Ltd. | 0.02% | No change | 4,545 | $250K |
| Intrua Financial, LLC | 0.02% | Reduce -5.0% | 4,537 | $250K |
| Concorde Asset Management, LLC | 0.14% | New | 4,511 | $248K |
| Lauer Wealth, LLC | 0.17% | No change | 4,500 | $248K |
| Heritage Wealth Management, Inc. | 0.12% | No change | 4,459 | $245K |
| Continuum Advisory, LLC | 0.02% | No change | 4,441 | $244K |
| MJP Associates Inc. | 0.03% | Add +0.2% | 4,396 | $242K |
| Advisor OS, LLC | 0.02% | Add +0.2% | 4,396 | $242K |
| Sherman Wealth Management LLC | 0.18% | Add +0.3% | 4,374 | $241K |
| Threadgill Financial, LLC | 0.10% | No change | 4,362 | $240K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 4,351 | $239K |
| Corundum Group, Inc. | 0.07% | No change | 4,331 | $238K |
| HWG Holdings LP | 0.05% | No change | 4,323 | $238K |
| Anderson Hoagland & Co. | 0.02% | No change | 4,303 | $237K |
| CGN Advisors LLC | 0.02% | Reduce -1.6% | 4,293 | $236K |
| Trademark Financial Management, LLC | 0.10% | No change | 4,280 | $235K |
| Morton Capital Management LLC | 0.03% | New | 4,275 | $235K |
| Wealth Advisors of Tampa Bay, LLC | 0.07% | No change | 4,256 | $234K |
| Advisory Alpha, LLC | 0.01% | Add +0.3% | 4,254 | $234K |
| OLIO Financial Planning | 0.06% | Add +0.3% | 4,253 | $234K |
| Marble Wealth, LLC | 0.04% | No change | 4,243 | $233K |
| Market Street Wealth Management Advisors LLC | 0.03% | New | 4,222 | $232K |
| Affinity Capital Advisors, LLC | 0.03% | No change | 4,211 | $232K |
| Haverford Trust Co | 0.00% | No change | 4,171 | $229K |
| Cherry Creek Investment Advisors, Inc. | 0.09% | New | 4,110 | $226K |
| Gryphon Financial Partners LLC | 0.02% | New | 4,083 | $225K |
| Capstone Capital LLC | 0.13% | New | 4,059 | $223K |
| Colton Groome Financial Advisors, LLC | 0.05% | New | 4,052 | $223K |
| Mindset Wealth Management, LLC | 0.04% | New | 4,046 | $223K |
| Rinkey Investments | 0.05% | New | 4,031 | $222K |
| Wealth Dimensions Group, Ltd. | 0.04% | New | 4,015 | $221K |
| Coldstream Capital Management Inc. | 0.00% | New | 3,993 | $220K |
| Broadhurst Jeffrey B | 0.46% | New | 3,929 | $216K |
| Cladis Investment Advisory, LLC | 0.10% | New | 3,900 | $215K |
| Wedbush Securities Inc. | 0.01% | Reduce -7.0% | 3,865 | $213K |
| Centric Wealth Management | 0.03% | No change | 4,093 | $211K |
| Composition Wealth, LLC | 0.00% | Reduce -19.1% | 3,810 | $210K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 3,804 | $209K |
| Gateway Wealth Partners, LLC | 0.01% | Reduce -51.4% | 3,785 | $208K |
| RFG Holdings, Inc. | 0.04% | New | 3,762 | $207K |
| Howe & Rusling Inc. | 0.01% | Add +2.1% | 3,754 | $207K |
| Alliancebernstein L.P. | 0.00% | New | 4,256 | $206K |
| SC&H Financial Advisors, Inc. | 0.03% | New | 3,729 | $205K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 3,711 | $204K |
| Prosperity Planning, Inc. | 0.07% | New | 3,710 | $204K |
| First Trust Advisors LP | 0.00% | New | 3,710 | $204K |
| Sittner & Nelson, LLC | 0.06% | No change | 3,698 | $203K |
| McAdam, LLC | 0.01% | New | 3,694 | $203K |
| Blue Trust, Inc. | 0.00% | Reduce -92.0% | 3,675 | $202K |
| JPL Wealth Management, LLC | 0.04% | No change | 3,662 | $201K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.3% | 3,601 | $198K |
| Medallion Wealth Advisors, LLC | 0.06% | Reduce -2.7% | 3,547 | $195K |
| Abound Wealth Management | 0.04% | Add +0.1% | 3,317 | $182K |
| Ni Acquisitions Company, LLC | 0.07% | — | 3,159 | $174K |
| Keating Financial Advisory Services, Inc. | 0.02% | No change | 3,129 | $172K |
| Centennial Bank | 0.05% | New | 3,035 | $167K |
| Pacific Center for Financial Services | 0.04% | No change | 3,001 | $165K |
| Asset Dedication, LLC | 0.01% | Add +61.7% | 2,819 | $155K |
| Ares Financial Consulting, LLC | 0.11% | Add +0.2% | 2,723 | $150K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.2% | 2,662 | $146K |
| Financial Consulate, Inc. | 0.02% | No change | 2,535 | $139K |
| Hilltop National Bank | 0.03% | No change | 2,497 | $137K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 2,429 | $134K |
| American Capital Advisory, LLC | 0.05% | Reduce -24.6% | 2,420 | $133K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 2,400 | $132K |
| Aspect Partners, LLC | 0.05% | No change | 2,244 | $123K |
| CNB Bank | 0.05% | No change | 2,176 | $120K |
| Trifecta Capital Advisors, LLC | 0.02% | No change | 2,127 | $117K |
| Kings Path Partners LLC | 0.03% | No change | 2,013 | $111K |
| JDM Financial Group LLC | 0.04% | No change | 1,898 | $104K |
| MV Capital Management, Inc. | 0.01% | No change | 1,867 | $103K |
| Atlatl Advisers LLC | 0.02% | New | 1,638 | $90K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.3% | 1,542 | $85K |
| Citigroup Inc. | 0.00% | New | 1,496 | $82K |
| LifeSteps Financial, Inc. | 0.04% | New | 1,467 | $81K |
| Coston, McIsaac & Partners | 0.02% | Add +0.3% | 1,459 | $80K |
| Glassman Wealth Services | 0.01% | Add +266.5% | 1,422 | $78K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,403 | $77K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 1,376 | $76K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 1,352 | $74K |
| Bessemer Group Inc. | 0.00% | No change | 1,344 | $74K |
| Retirement Wealth Solutions LLC | 0.04% | No change | 1,343 | $74K |
| Lodestone Wealth Management LLC | 0.03% | Reduce -68.8% | 1,315 | $72K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,275 | $70K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,231 | $68K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,212 | $67K |
| Creative Financial Designs Inc. | 0.00% | Add +0.2% | 1,196 | $66K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,061 | $58K |
| Community Financial Services Group, LLC | 0.01% | No change | 1,024 | $56K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 1,000 | $55K |
| Brooklyn FI, LLC | 0.01% | New | 980 | $54K |
| Vanguard Advisers Inc. | 0.00% | No change | 965 | $53K |
| Investors Research Corp | 0.01% | No change | 954 | $52K |
| SYM FINANCIAL Corp | 0.00% | No change | 894 | $49K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 891 | $49K |
| City State Bank | 0.01% | Add +6.7% | 794 | $44K |
| Synergy Investment Management, LLC | 0.01% | No change | 719 | $40K |
| Hughes Financial Services, LLC | 0.01% | No change | 693 | $38K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | No change | 673 | $37K |
| Gleason Group, Inc. | 0.00% | Add +0.3% | 629 | $35K |
| Paladin Advisory Group, LLC | 0.02% | No change | 621 | $34K |
| TOP Private Wealth LLC. | 0.03% | — | 539 | $30K |
| Highline Wealth Partners LLC | 0.01% | No change | 498 | $27K |
| Alerus Financial NA | 0.00% | No change | 485 | $27K |
| IAG Wealth Partners, LLC | 0.00% | No change | 456 | $25K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 448 | $25K |
| Steph & Co. | 0.01% | No change | 446 | $25K |
| Cambient Family Office, LLC | 0.00% | New | 403 | $22K |
| Truvestments Capital LLC | 0.00% | Add +0.3% | 374 | $21K |
| Simplex Trading, LLC | 0.00% | New | 367 | $20K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 366 | $20K |
| Financial Gravity Companies, Inc. | 0.00% | — | 350 | $19K |
| Johnson Financial Group, Inc. | 0.00% | No change | 343 | $19K |
| True Wealth Design, LLC | 0.00% | New | 286 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 221 | $12K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 211 | $12K |
| Montgomery Financial Services LLC | 0.01% | — | 196 | $11K |
| Gill Capital Partners, LLC | 0.00% | Reduce -79.6% | 195 | $11K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 179 | $10K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 165 | $9K |
| Strive Financial Group ,LLC | 0.00% | No change | 155 | $9K |
| Abound Financial, LLC | 0.00% | No change | 110 | $6K |
| Tsfg, LLC | 0.00% | No change | 80 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | New | 53 | $3K |
| Archer Investment Corp | 0.00% | Reduce -91.4% | 36 | $2K |
| 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.