Dimensional US High Profi EtDUHPETF
13F holders, Q2 2026 (June 30)561holders +20
45new positions
28sold out
3famous investors
$41.69avg. 13F price*
At the end of Q2 2026, 561 institutions reported holding Dimensional US High Profi Et (DUHP) in their 13F filings, up 20 from Q1 2026. 45 opened new positions and 28 sold out. The largest holders were Mercer Global Advisors Inc. ($2.2B), Focus Partners Wealth ($895.7M) and Forum Financial Management, LP ($361.8M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Dimensional US High Profi Et
- CUSIP
- 25434V831
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $42.7M |
| Exits | 28 | $25.8M |
All 13F filers, Q1 2026 → Q2 2026: 19,693,777 shares bought and 8,409,583 shares sold, net +11,284,194 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 561 holders
| Mercer Global Advisors Inc. | 2.66% | Add +6.0% | 51,655,115 | $2.2B |
| Focus Partners Wealth | 0.92% | Add +5.3% | 21,465,179 | $895.7M |
| Forum Financial Management, LP | 4.65% | Add +2.5% | 8,669,488 | $361.8M |
| Pure Financial Advisors, LLC | 4.43% | Add +5.5% | 8,256,614 | $344.5M |
| Envestnet Asset Management Inc. | 0.04% | Add +12.2% | 4,104,606 | $171.3M |
| Apella Capital, LLC | 2.42% | Add +6.0% | 4,123,403 | $171.1M |
| Focus Partners Advisor Solutions, LLC | 1.36% | Add +16.7% | 3,851,505 | $160.7M |
| Allworth Financial LP | 0.64% | Reduce -19.1% | 3,613,141 | $150.8M |
| TCI Wealth Advisors, Inc. | 6.06% | Add +33.3% | 3,354,088 | $140.0M |
| Foster Group, Inc. | 3.49% | Add +2.3% | 3,144,475 | $131.2M |
| Assetmark, Inc. | 0.22% | Add +89820.7% | 3,078,885 | $128.5M |
| Petersen Hastings Wealth Advisors Inc. | 10.56% | Add +1.8% | 3,014,121 | $125.8M |
| Bank of Montreal | 0.04% | Add +5.1% | 2,871,276 | $119.8M |
| Corient Private Wealth LP | 0.16% | Reduce -24.6% | 2,833,446 | $118.2M |
| Alesco Advisors, LLC, An ESL Co | 2.55% | Add +1.4% | 2,668,836 | $111.4M |
| Park Avenue Securities LLC | 0.69% | Add +6.8% | 2,647,486 | $110.5M |
| RW Investment Management LLC | 9.69% | Add +2.2% | 2,644,596 | $110.4M |
| Aprio Wealth Management, LLC | 4.85% | Reduce -4.2% | 2,354,573 | $98.3M |
| HB Wealth Management, LLC | 0.52% | Add +12.1% | 2,227,918 | $93.0M |
| Financial Consulate, Inc. | 9.80% | Add +3.5% | 2,109,650 | $88.0M |
| UBS Group AG | 0.01% | Reduce -2.2% | 2,100,442 | $87.7M |
| HighTower Advisors, LLC | 0.08% | Reduce -0.9% | 2,089,651 | $87.2M |
| Beaird Harris Wealth Management, LLC | 5.35% | Reduce -4.3% | 2,047,480 | $85.4M |
| Beacon Pointe Advisors, LLC | 0.39% | Add +5.5% | 1,989,330 | $83.0M |
| Savant Capital, LLC | 0.24% | Add +205.3% | 1,938,510 | $81.5M |
| Root Financial Partners, LLC | 3.07% | Add +43.1% | 1,893,297 | $79.0M |
| Pathstone Holdings, LLC | 0.22% | Add +3.3% | 1,847,579 | $77.1M |
| Vise Technologies, Inc. | 0.87% | Add +79.6% | 1,846,253 | $77.0M |
| Raymond James Financial Inc. | 0.02% | Add +4.8% | 1,745,434 | $72.8M |
| Planning Center, Inc. | 6.59% | Add +1.3% | 1,673,148 | $69.8M |
| High Probability Advisors, LLC | 7.18% | Add +6.1% | 1,609,605 | $67.2M |
| Bank of America Corp. | 0.00% | Add +5.2% | 1,499,680 | $62.6M |
| Bouchey Financial Group, Ltd. | 3.76% | Reduce -35.5% | 1,393,666 | $58.2M |
| Clearstead Advisors, LLC | 0.54% | Reduce -49.8% | 1,364,264 | $56.9M |
| Satovsky Asset Management LLC | 8.95% | Add +2.5% | 1,344,748 | $56.1M |
| Retirement Solution LLC | 10.75% | Add +0.5% | 1,317,557 | $55.0M |
| Vestmark Advisory Solutions, Inc. | 0.51% | Reduce -0.1% | 1,310,344 | $54.7M |
| Leading Edge Financial Planning LLC | 9.56% | Add +7.2% | 1,286,243 | $53.7M |
| Symmetry Partners, LLC | 2.69% | Reduce -2.0% | 1,263,811 | $52.7M |
| DiNuzzo Private Wealth, Inc. | 5.11% | Add +1.0% | 1,236,979 | $51.6M |
| Market Street Wealth Management Advisors LLC | 7.23% | Add +2.4% | 1,218,192 | $50.8M |
| Burton Enright Welch | 5.86% | Add +7.3% | 1,194,965 | $49.9M |
| Meredith Wealth Planning | 11.71% | Reduce -0.9% | 1,189,266 | $49.6M |
| Millburn Ridgefield LLC | 0.93% | No change | 1,172,200 | $48.9M |
| Catalyst Capital Advisors LLC | 0.81% | No change | 1,172,200 | $48.9M |
| Greenspring Advisors, LLC | 2.71% | Add +2.2% | 1,171,057 | $48.9M |
| Phillips Financial Management, LLC | 3.57% | Reduce -6.6% | 1,166,460 | $48.7M |
| Safeguard Investment Advisory Group, LLC | 11.22% | Reduce -5.4% | 1,164,049 | $48.6M |
| Harbour Investments, Inc. | 0.64% | Add +4.1% | 1,140,749 | $47.6M |
| Freedom Investment Management, Inc. | 13.06% | Reduce -5.2% | 1,124,058 | $46.9M |
| Chicago Partners Investment Group LLC | 0.93% | Add +2.4% | 1,118,988 | $46.2M |
| Fulton Bank, N.A. | 1.40% | Add +1.9% | 1,100,692 | $45.9M |
| Timonier Family Office, LTD. | 12.63% | — | 1,072,005 | $44.7M |
| Great Oak Capital Partners, LLC | 9.62% | Add +2.1% | 1,070,846 | $44.5M |
| Mariner, LLC | 0.04% | Reduce -22.5% | 1,024,210 | $42.7M |
| Farther Finance Advisors, LLC | 0.30% | Add +16.5% | 910,279 | $38.0M |
| OneDigital Investment Advisors LLC | 0.32% | Reduce -1.8% | 903,486 | $37.7M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -42.1% | 898,765 | $37.6M |
| Hippocratic Financial Advisors, LLC | 13.61% | Add +4.8% | 864,360 | $36.1M |
| Integrity Advisory Solutions, LLC | 3.71% | Add +11.9% | 863,227 | $36.0M |
| Woodward Financial Advisors, Inc. | 11.97% | — | 858,310 | $35.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.59% | Reduce -12.6% | 853,116 | $35.6M |
| Baird Financial Group, Inc. | 0.05% | Add +1.9% | 850,842 | $35.5M |
| Sequoia Financial Advisors, LLC | 0.17% | Add +0.5% | 824,569 | $34.4M |
| United Wealth Management, LLC | 7.40% | Add +1.7% | 788,373 | $32.9M |
| True Wealth Design, LLC | 7.79% | Add +8.8% | 784,807 | $32.7M |
| GeoWealth Management, LLC | 1.03% | Add +3.0% | 783,936 | $32.7M |
| AE Wealth Management LLC | 0.15% | Add +4.6% | 779,090 | $32.5M |
| von Borstel & Associates, Inc. | 6.57% | Add +1.9% | 767,921 | $32.0M |
| Stolz & Associates, PS | 19.89% | Add +3.7% | 763,427 | $31.9M |
| LPL Financial LLC | 0.01% | Add +18.0% | 724,151 | $30.2M |
| LVZ, Inc. | 2.97% | Add +1.9% | 700,148 | $29.2M |
| WPWealth LLP | 4.30% | Add +3.7% | 695,197 | $29.0M |
| Discipline Wealth Solutions, LLC | 2.53% | Reduce -3.3% | 694,265 | $29.0M |
| Arlington Financial Advisors, LLC | 3.67% | Add +2.9% | 692,349 | $28.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.42% | Add +2.0% | 691,936 | $28.9M |
| CVA Family Office, LLC | 2.59% | Add +8.3% | 686,275 | $28.6M |
| Sterling Wealth Management, Inc. | 6.96% | Add +3.7% | 670,845 | $28.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.5% | 664,486 | $27.7M |
| JPMorgan Chase & Co. | 0.00% | Add +0.9% | 647,840 | $26.8M |
| Integrity Alliance, Llc. | 0.84% | Reduce -0.4% | 639,416 | $26.7M |
| Three Arch Wealth Management LLC | 4.00% | Add +7.9% | 625,157 | $26.1M |
| Liberty Wealth Management LLC | 3.22% | No change | 701,173 | $25.8M |
| Lutz Financial Services LLC | 1.55% | Add +5.3% | 609,075 | $25.4M |
| Master's Wealth Management Inc. | 7.57% | Add +3.1% | 602,549 | $25.1M |
| Elser Financial Planning, Inc | 1.07% | Add +4.9% | 589,420 | $24.6M |
| Oceanside Advisors LLC | 12.30% | Add +3.5% | 584,073 | $24.4M |
| Sax Wealth Advisors, LLC | 0.99% | Reduce -6.4% | 661,497 | $24.3M |
| WCG Wealth Advisors LLC | 0.56% | Add +2.9% | 564,443 | $23.6M |
| Foundry Financial LLC | 7.84% | Add +12.5% | 557,469 | $23.3M |
| G2 Capital Management, LLC / Oh | 5.05% | Add +1.8% | 555,479 | $23.2M |
| Opus Capital Group, LLC | 2.22% | Add +1.8% | 549,188 | $22.9M |
| Bridgewater Advisors Inc. | 1.24% | Reduce -43.3% | 548,221 | $22.8M |
| Integrated Wealth Concepts LLC | 0.15% | Add +2.5% | 545,024 | $22.7M |
| Premier Financial Group | 4.52% | Reduce -1.1% | 538,358 | $22.5M |
| Midwest Heritage Bank, FSB | 6.31% | Add +1.0% | 533,313 | $22.3M |
| Tassel Capital Management, Inc. | 9.97% | Add +3.3% | 510,521 | $21.3M |
| Legacy Financial Group, Inc. | 4.96% | Add +1.7% | 509,323 | $21.3M |
| Mills Wealth Advisors LLC | 6.61% | Reduce -1.4% | 502,699 | $21.0M |
| Private Advisor Group, LLC | 0.10% | Add +155.9% | 500,172 | $20.9M |
| NewEdge Advisors, LLC | 0.06% | Add +4.0% | 499,261 | $20.8M |
| MB Generational Wealth, LLC | 10.21% | Reduce -7.3% | 498,720 | $20.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +42.3% | 492,776 | $20.6M |
| Osaic Holdings, Inc. | 0.02% | Add +12.7% | 485,589 | $20.3M |
| Scratch Capital LLC | 10.02% | Add +9.4% | 483,926 | $20.2M |
| Tandemgrowth Financial Advisors LLC | 16.38% | Add +1.6% | 480,387 | $20.0M |
| HFM Investment Advisors, LLC | 7.01% | Add +1.8% | 479,061 | $20.0M |
| Envision Financial Planning, LLC | 6.46% | Add +3.1% | 475,633 | $19.8M |
| Burk Holdings LLC | 7.25% | Add +20.8% | 470,037 | $19.6M |
| Intrepid Capital Management Inc. | 8.23% | Reduce -0.5% | 468,852 | $19.6M |
| Savvy Advisors, Inc. | 0.41% | Add +5.7% | 460,604 | $19.2M |
| Syverson Strege & Co | 4.17% | Add +0.6% | 458,250 | $19.1M |
| Wealth Advisors Northwest LLC | 6.46% | Add +7.4% | 454,027 | $18.9M |
| Hutchinson Capital Management | 3.23% | Add +0.7% | 451,548 | $18.8M |
| Stifel Financial Corp. | 0.02% | Reduce -2.6% | 445,044 | $18.6M |
| Level Financial Advisors | 4.06% | Add +3.9% | 435,560 | $18.2M |
| Financial Harvest, LLC | 7.32% | Add +9.9% | 424,477 | $17.7M |
| Foundation Wealth Management, LLC\PA | 5.26% | Add +10.1% | 417,293 | $17.4M |
| TCP Asset Management, LLC | 1.95% | Add +1.5% | 411,800 | $17.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.99% | Add +1.1% | 399,989 | $16.7M |
| Pinnacle Associates Ltd. | 0.18% | Add +1.1% | 399,989 | $16.7M |
| Austin Asset Management Co Inc | 2.36% | Add +2.7% | 396,161 | $16.5M |
| Entrust Financial LLC | 10.66% | Reduce -3.0% | 393,725 | $16.4M |
| 25 LLC | 4.48% | Add +5.5% | 392,450 | $16.4M |
| Keating Financial Advisory Services, Inc. | 2.13% | Add +14.5% | 388,031 | $16.2M |
| Brady Martz Wealth Solutions, LLC | 2.39% | Add +5.0% | 379,331 | $15.8M |
| Gemmer Asset Management LLC | 1.06% | Add +5.8% | 378,691 | $15.8M |
| Quantinno Capital Management LP | 0.02% | Add +80.1% | 375,308 | $15.7M |
| Matauro, LLC | 2.06% | Add +4.9% | 374,021 | $15.6M |
| Parkshore Wealth Management, Inc. | 4.46% | Add +12.0% | 372,203 | $15.5M |
| Applied Capital LLC | 4.98% | Add +5.3% | 370,116 | $15.4M |
| Riverchase Wealth Management, LLC | 7.17% | Add +3.2% | 368,577 | $15.4M |
| Cerity Partners LLC | 0.02% | Add +6.6% | 366,690 | $15.3M |
| Aspen Private Advisors, LLC | 14.70% | — | 351,240 | $14.7M |
| Heritage Wealth Management, Inc./Texas | 5.56% | Add +1.5% | 346,325 | $14.5M |
| Claris Advisors, LLC / Mo / | 3.74% | Add +4.1% | 342,901 | $14.3M |
| Fiduciary Financial Advisors | 1.44% | New | 338,698 | $14.1M |
| MML Investors Services, LLC | 0.03% | Add +31.0% | 338,368 | $14.1M |
| Moneta Group Investment Advisors LLC | 0.10% | Add +0.4% | 334,430 | $14.0M |
| Summit Wealth Group LLC / Co. | 1.15% | Reduce -0.3% | 332,562 | $13.9M |
| Websterrogers Financial Advisors, LLC | 3.55% | Reduce -22.4% | 331,798 | $13.8M |
| Family Wealth Partners, LLC | 4.11% | Add +7.1% | 320,624 | $13.4M |
| Royal Bank of Canada | 0.00% | Reduce -20.8% | 319,502 | $13.3M |
| Raffa Wealth Management, LLC | 1.67% | Add +11.2% | 317,648 | $13.3M |
| DWR Wealth Management, LLC | 9.89% | Add +3.0% | 319,146 | $13.2M |
| Invst, LLC | 1.21% | Add +6.1% | 296,689 | $12.4M |
| Abel Hall, LLC | 2.12% | Add +1.0% | 293,852 | $12.3M |
| Silver Oak Wealth Advisors Services, LLC | 7.30% | Add +2.1% | 292,388 | $12.2M |
| Kaufman Rossin Wealth, LLC | 5.71% | Add +16.6% | 288,982 | $12.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 287,882 | $12.0M |
| Weinberger Asset Management, Inc | 3.81% | Add +6.3% | 288,943 | $11.9M |
| RFG Advisory, LLC | 0.19% | Reduce -0.5% | 283,699 | $11.8M |
| Index Fund Advisors, Inc. | 0.46% | Add +14.1% | 279,330 | $11.7M |
| Vestment Financial LLC | 4.99% | Add +5.5% | 266,963 | $11.1M |
| RCS Financial Planning, LLC | 5.26% | Add +2.9% | 266,126 | $11.1M |
| Arkadios Wealth Advisors | 0.17% | Reduce -1.3% | 265,683 | $11.1M |
| Sollinda Capital Management LLC | 2.37% | Add +17.1% | 265,378 | $11.1M |
| Vance Wealth, LLC | 2.44% | Add +1.2% | 259,581 | $10.8M |
| CSP Financial Group, LLC | 9.15% | Add +9.9% | 257,260 | $10.7M |
| WorthPointe, LLC | 2.70% | Add +4.6% | 256,848 | $10.7M |
| Warburton Capital Management, LLC | 4.36% | Add +21.0% | 256,447 | $10.7M |
| WESCAP Management Group, Inc. | 1.98% | Add +3.0% | 253,909 | $10.6M |
| Composition Wealth, LLC | 0.12% | Add +9.9% | 252,333 | $10.5M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -2.7% | 247,722 | $10.3M |
| Fiduciary Financial Group, LLC | 1.16% | Add +9.5% | 245,841 | $10.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +6.0% | 245,417 | $10.2M |
| AdvisorNet Financial, Inc | 0.47% | Reduce -2.6% | 245,359 | $10.2M |
| Betterment LLC | 0.02% | Add +8.3% | 242,967 | $10.1M |
| CogentBlue Wealth Advisors, LLC | 5.72% | Add +1.1% | 239,033 | $10.0M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -7.4% | 237,898 | $9.9M |
| Dynamic Advisor Solutions LLC | 0.28% | Reduce -2.6% | 235,557 | $9.8M |
| Lynch Investment Planning, LLC | 7.46% | Add +0.9% | 232,664 | $9.7M |
| Trailhead Planners LLC | 9.32% | Reduce -9.4% | 231,104 | $9.6M |
| M Holdings Securities, Inc. | 1.31% | Reduce -23.5% | 231,062 | $9.6M |
| Cardiff Park Advisors, LLC | 0.71% | Reduce -0.6% | 220,492 | $9.2M |
| Archford Capital Strategies, LLC | 0.90% | Add +1.9% | 213,883 | $8.9M |
| Sanchez Levi Garrett | 4.81% | Add +4.0% | 212,437 | $8.9M |
| Crown Wealth Group, LLC | 2.22% | Reduce -0.9% | 209,310 | $8.7M |
| Disciplined Investments, LLC | 2.80% | Add +8.4% | 207,790 | $8.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +3372.5% | 205,226 | $8.6M |
| Tableaux LLC | 3.59% | Add +4.6% | 204,521 | $8.5M |
| Parkwoods Wealth Partners, LLC | 1.34% | Add +32.6% | 200,033 | $8.3M |
| Jones Financial Companies LLLP | 0.00% | Add +35.7% | 202,826 | $8.3M |
| Axxcess Wealth Management, LLC | 0.13% | New | 195,348 | $8.2M |
| E-Wealth Partners, LLC | 5.82% | Add +7.3% | 192,898 | $8.0M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +1.8% | 189,892 | $7.9M |
| AA Financial Advisors, LLC | 0.94% | Reduce -2.3% | 187,855 | $7.8M |
| Security Financial Services, INC. | 1.09% | Reduce -3.7% | 187,696 | $7.8M |
| Wealthspire Advisors, LLC | 0.04% | Add +145.6% | 186,377 | $7.8M |
| Emprise Bank | 2.83% | Add +45.5% | 183,892 | $7.7M |
| Tortoise Investment Management, LLC | 0.56% | Add +5.0% | 180,837 | $7.5M |
| AQR Capital Management | 0.00% | Add +75.0% | 178,294 | $7.4M |
| Optimus Capital Advisors, LLC | 3.99% | Add +0.4% | 178,005 | $7.4M |
| Vested Financial Planning, LLC | 4.93% | Add +4.4% | 175,990 | $7.3M |
| Waycross Investment Management Co | 5.54% | Reduce -3.3% | 174,485 | $7.3M |
| Acorn Wealth Advisors, LLC | 1.77% | Add +19.6% | 174,460 | $7.3M |
| Bridge Generations Wealth Management LLC | 3.70% | Add +4.5% | 174,112 | $7.3M |
| Shore Point Advisors, LLC | 2.47% | Add +6.2% | 212,882 | $7.2M |
| Entelevest, LLC | 6.21% | Add +3.0% | 170,058 | $7.1M |
| BluePrint Investing LLC | 5.87% | Reduce -0.2% | 167,297 | $7.0M |
| Layline Advisors, LLC | 6.22% | Add +16.0% | 166,295 | $6.9M |
| Kooman & Associates | 1.83% | Reduce -71.1% | 162,967 | $6.8M |
| HMV Wealth Advisors, LLC | 2.60% | Add +25.8% | 160,005 | $6.7M |
| Aspen Wealth Management LLC | 1.12% | Add +0.1% | 157,779 | $6.6M |
| Strathmore Capital Advisors, Inc. | 1.74% | Add +4.0% | 156,153 | $6.5M |
| Cherry Tree Wealth Management, LLC | 1.21% | Add +24.2% | 153,960 | $6.4M |
| Jackson Thornton Wealth Management, LLC | 0.51% | Add +3.1% | 153,521 | $6.4M |
| REDW Wealth LLC | 2.28% | Reduce -18.3% | 152,395 | $6.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -9.9% | 151,985 | $6.3M |
| Robinson Smith Wealth Advisors LLC | 3.78% | Add +0.0% | 151,174 | $6.3M |
| GEM Asset Management, LLC | 2.43% | Add +3.7% | 147,723 | $6.2M |
| Waterfront Wealth Inc. | 0.93% | Add +0.8% | 143,462 | $6.0M |
| Altiora Financial Group, LLC | 0.93% | Reduce -12.3% | 141,876 | $5.9M |
| Corus Family Wealth Advisors | 4.02% | Add +3.5% | 139,787 | $5.8M |
| Ullmann Wealth Partners Group, LLC | 0.53% | Reduce -23.6% | 138,456 | $5.8M |
| Capital Investment Advisory Services, LLC | 0.35% | Add +19.4% | 136,464 | $5.7M |
| Strategic Investment Solutions, Inc. | 1.28% | Add +4.0% | 134,718 | $5.6M |
| Kestra Investment Management, LLC | 0.10% | Reduce -35.2% | 128,485 | $5.4M |
| Integrity Investment Advisors, LLC | 2.32% | Add +19.3% | 127,757 | $5.3M |
| BetterWealth, LLC | 0.93% | Reduce -2.7% | 125,450 | $5.2M |
| Strategent Financial, LLC | 3.00% | Add +6.8% | 124,866 | $5.2M |
| Northwest Wealth Management, LLC | 0.68% | Add +6.5% | 124,314 | $5.2M |
| CPA Asset Management Group, LLC | 1.49% | Reduce -61.9% | 123,579 | $5.2M |
| Tru Independence Asset Management 2, LLC | 2.78% | Add +10.6% | 122,817 | $5.1M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +8.1% | 118,730 | $5.0M |
| Creative Planning | 0.00% | Reduce -4.4% | 118,260 | $4.9M |
| AlTi Global, Inc. | 0.10% | Reduce -33.0% | 118,100 | $4.9M |
| City State Bank | 1.12% | Add +13.5% | 117,273 | $4.9M |
| BDFS Capital LLC | 2.12% | Add +9.0% | 116,706 | $4.9M |
| Wealth Management Strategies, Inc. | 1.90% | Add +3.7% | 116,224 | $4.9M |
| L & S Advisors Inc | 0.49% | Reduce -0.3% | 114,587 | $4.8M |
| PFG Advisors | 0.23% | Add +0.6% | 109,945 | $4.6M |
| First Heartland Consultants, Inc. | 0.29% | Add +70.1% | 106,514 | $4.4M |
| Atria Investments, Inc | 0.04% | Add +69.5% | 106,446 | $4.4M |
| Bryant Woods Investment Advisors, LLC | 1.23% | Add +2.7% | 106,210 | $4.4M |
| Friday Financial | 1.18% | Add +9.3% | 106,557 | $4.4M |
| Susquehanna International Group, LLP | 0.00% | Add +1320.0% | 105,762 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.7% | 104,340 | $4.4M |
| Connecticut Capital Management Group, LLC | 3.47% | Add +8.7% | 103,342 | $4.3M |
| Live Oak Private Wealth LLC | 0.54% | New | 103,223 | $4.3M |
| Thayer Financial, L.L.C. | 3.89% | Add +2.2% | 102,539 | $4.3M |
| Transcend Capital Advisors, LLC | 0.29% | Reduce -0.9% | 102,168 | $4.3M |
| HBE Wealth Management, LLC | 3.04% | Add +11.4% | 101,467 | $4.2M |
| Evanson Financial, LLC | 0.20% | — | 98,271 | $4.1M |
| Torren Management, LLC | 2.07% | Reduce -0.5% | 97,411 | $4.1M |
| EverSource Wealth Advisors, LLC | 0.13% | Reduce -10.7% | 95,547 | $4.0M |
| Glass Jacobson Investment Advisors llc | 1.23% | Add +14.2% | 94,243 | $3.9M |
| Morgan Stanley | 0.00% | Reduce -5.6% | 92,820 | $3.9M |
| McCartney Wealth Management LLC | 2.94% | Add +4.1% | 92,770 | $3.9M |
| Dopkins Wealth Management, LLC | 1.40% | Reduce -1.2% | 92,401 | $3.9M |
| Summit Wealth Group, LLC | 0.76% | Add +2.8% | 88,776 | $3.7M |
| Vantage Point Financial LLC | 1.13% | Add +26.1% | 88,410 | $3.7M |
| Two West Capital Advisors LLC | 1.77% | Reduce -3.4% | 86,766 | $3.6M |
| Arcadia Wealth Management, Inc. | 1.70% | Add +3.9% | 85,227 | $3.6M |
| Caprock Group, LLC | 0.07% | No change | 84,910 | $3.5M |
| Qube Research & Technologies Ltd | 0.00% | Add +42.6% | 84,487 | $3.5M |
| Intelligence Driven Advisers, LLC | 0.57% | Reduce -3.7% | 83,441 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +450.7% | 80,858 | $3.4M |
| Capstone Wealth Management, Inc. | 2.51% | Reduce -2.3% | 80,157 | $3.3M |
| XY Planning Network, Inc. | 0.42% | Reduce -1.6% | 79,964 | $3.3M |
| Signaturefd, LLC | 0.04% | Add +4.8% | 78,892 | $3.3M |
| Captrust Financial Advisors | 0.01% | Reduce -2.1% | 78,238 | $3.3M |
| Boyce & Associates Wealth Consulting, Inc. | 2.25% | Add +4.2% | 77,749 | $3.2M |
| Outbound Financial Inc | 2.10% | Reduce -4.6% | 77,529 | $3.2M |
| Mattern Capital Management, LLC | 0.37% | Add +53.9% | 76,310 | $3.2M |
| Nwam LLC | 0.16% | Add +7.5% | 76,160 | $3.2M |
| Mission Hills Financial Advisory, LLC | 1.38% | New | 75,513 | $3.2M |
| Investmark Advisory Group LLC | 1.18% | Reduce -1.9% | 74,430 | $3.1M |
| Daner Wealth Management, LLC | 1.68% | Add +16.1% | 72,240 | $3.1M |
| Clear Creek Financial Management, LLC | 0.19% | Add +4.9% | 71,206 | $3.0M |
| MAI Capital Management | 0.01% | Add +3671.9% | 70,686 | $2.9M |
| Coston, McIsaac & Partners | 0.59% | Add +4.0% | 70,140 | $2.9M |
| Wolfstich Capital, LLC | 2.19% | Add +18.2% | 68,190 | $2.8M |
| Keb Asset Management, LLC | 0.46% | Add +20.4% | 67,839 | $2.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +10.2% | 65,370 | $2.7M |
| Fidelis Capital Partners, LLC | 0.15% | Reduce -0.2% | 64,294 | $2.7M |
| Approach Retirement Advisors, LLC | 1.94% | Reduce -0.9% | 64,079 | $2.7M |
| Accurate Wealth Management, LLC | 0.25% | Add +499.8% | 63,355 | $2.7M |
| Kane Co Wealth Management, Inc. | 2.01% | Add +15.7% | 63,454 | $2.6M |
| Brookstone Capital Management | 0.03% | Add +20.1% | 63,390 | $2.6M |
| RAM Investment Partners, LLC | 0.42% | Add +10.1% | 62,811 | $2.6M |
| Washington Trust Advisors, Inc. | 0.19% | Add +0.1% | 61,259 | $2.6M |
| Citigroup Inc. | 0.00% | Reduce -8.4% | 61,078 | $2.5M |
| Everest Private Wealth | 0.93% | Add +1.1% | 59,820 | $2.5M |
| Viawealth, LLC | 1.24% | Add +4.0% | 59,085 | $2.5M |
| Dorsey & Whitney Trust CO LLC | 0.12% | Add +1.3% | 58,448 | $2.4M |
| Beacon Financial Advisory LLC | 0.47% | Add +13.7% | 57,482 | $2.4M |
| Cherrydale Wealth Management, LLC | 0.62% | Add +3.3% | 57,007 | $2.4M |
| Everest Financial Group LLC | 0.32% | Add +4.6% | 56,943 | $2.4M |
| Choreo, LLC | 0.03% | Reduce -5.7% | 56,891 | $2.4M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -56.0% | 56,675 | $2.4M |
| International Private Wealth Advisors LLC | 1.21% | Add +1.2% | 56,340 | $2.4M |
| Firethorn Wealth Partners, LLC | 0.75% | Reduce -2.3% | 55,780 | $2.3M |
| MSA Advisors, LLC | 0.58% | No change | 53,725 | $2.2M |
| Merit Financial Group, LLC | 0.01% | Reduce -1.9% | 52,912 | $2.2M |
| Simplicity Wealth,LLC | 0.07% | Reduce -8.1% | 52,801 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -26.7% | 50,475 | $2.1M |
| Triad Wealth Partners, LLC | 0.12% | Add +30.7% | 49,678 | $2.1M |
| Maryland Capital Advisors Inc. | 0.65% | — | 48,974 | $2.0M |
| Andrews, Lucia Wealth Management LLC | 1.06% | Add +10.3% | 48,716 | $2.0M |
| Freedom Day Solutions, LLC | 0.44% | Add +196.1% | 48,009 | $2.0M |
| Global Financial Private Client, LLC | 0.54% | Add +59.4% | 47,833 | $2.0M |
| EP Wealth Advisors, LLC | 0.01% | Add +7.0% | 47,476 | $2.0M |
| SageView Advisory Group, LLC | 0.06% | Reduce -5.0% | 47,358 | $2.0M |
| Ponta Wealth Partners, LLC | 1.03% | Add +54.3% | 46,293 | $1.9M |
| Mission Financial Group, LLC | 1.58% | — | 45,634 | $1.9M |
| K2 Financial Inc. | 1.33% | Add +0.1% | 45,256 | $1.9M |
| First Financial Group Corp | 1.36% | Add +9.1% | 45,129 | $1.9M |
| Donalies Financial Planning, LLC | 1.37% | Add +5.1% | 44,601 | $1.9M |
| Argyle Capital Partners, LLC | 1.14% | Reduce -0.4% | 43,544 | $1.8M |
| Vestia Personal Wealth Advisors | 0.69% | Add +88.9% | 42,172 | $1.8M |
| Sei Investments Co. | 0.00% | Add +13.6% | 41,936 | $1.8M |
| Accretive Wealth Partners, LLC | 0.42% | Reduce -9.7% | 41,665 | $1.7M |
| Lynx Investment Advisory | 0.56% | Add +321.1% | 40,769 | $1.7M |
| Canvas Wealth Advisors, LLC | 0.23% | Add +26.5% | 39,197 | $1.6M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -1.7% | 39,162 | $1.6M |
| ArborFi Advisors, LLC | 1.13% | Reduce -79.8% | 37,189 | $1.6M |
| American Investment Services, Inc. | 0.32% | Reduce -0.8% | 36,357 | $1.5M |
| Xcelsior Advisor Partners LLC | 0.20% | Reduce -0.1% | 36,208 | $1.5M |
| Inspire Advisors, LLC | 0.10% | Reduce -7.5% | 35,935 | $1.5M |
| Hardy Reed LLC | 0.10% | Add +63.5% | 35,587 | $1.5M |
| Hartmann Taylor Wealth Management, LLC | 0.97% | No change | 39,814 | $1.5M |
| Samalin Investment Counsel, LLC | 0.46% | Add +1.7% | 34,029 | $1.4M |
| Brand Asset Management Group, Inc. | 0.30% | New | 32,564 | $1.4M |
| Madrid Wealth Management, LLC | 0.88% | Reduce -4.1% | 32,250 | $1.3M |
| Fischer Investment Strategies, LLC | 0.64% | Add +0.2% | 32,234 | $1.3M |
| Tandem Financial, LLC | 0.42% | Reduce -4.2% | 31,595 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +104.1% | 30,606 | $1.3M |
| Arcadia Wealth Management, LLC | 0.40% | Reduce -19.9% | 30,589 | $1.3M |
| BIP Wealth, LLC | 0.04% | Add +80.2% | 30,394 | $1.3M |
| Herold Advisors, Inc. | 0.25% | Add +37.7% | 30,204 | $1.3M |
| FMR LLC | 0.00% | Add +98.8% | 29,913 | $1.2M |
| Landing Point Financial Group, LLC | 0.42% | Add +4.6% | 29,482 | $1.2M |
| Innovative Asset Advisors Group, LLC | 0.54% | Reduce -5.5% | 29,398 | $1.2M |
| Venture Visionary Partners LLC | 0.03% | New | 29,197 | $1.2M |
| Brighton Jones LLC | 0.02% | Add +1.2% | 29,136 | $1.2M |
| Renaissance Technologies | 0.00% | New | 27,793 | $1.2M |
| SpringVest Wealth Management LLC | 0.70% | Add +1.0% | 26,714 | $1.1M |
| TCFG Investment Advisors, LLC | 0.36% | Add +3.5% | 25,450 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | New | 24,621 | $1.0M |
| Forteris Wealth Management Inc. | 0.83% | Add +2.0% | 24,306 | $1.0M |
| Vistica Wealth Advisors, LLC | 0.86% | Reduce -16.9% | 23,883 | $997K |
| Modera Wealth Management, LLC | 0.01% | Add +2.7% | 23,122 | $965K |
| Glassy Mountain Advisors, Inc. | 0.26% | Add +1.0% | 22,509 | $939K |
| Empire Financial Management Company, LLC | 0.36% | Add +3.2% | 21,570 | $900K |
| Oder Investment Management, LLC | 0.60% | Add +5.0% | 21,548 | $899K |
| Belleair Asset Management, LLC | 0.76% | Add +2.2% | 21,537 | $899K |
| Wealthspan Partners, LLC | 0.28% | Reduce -5.0% | 21,456 | $895K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.1% | 21,301 | $889K |
| Arax Advisory Partners | 0.01% | Reduce -28.4% | 21,223 | $886K |
| Mattern Wealth Management LLC | 0.14% | No change | 21,087 | $880K |
| Axis Wealth Partners, LLC | 0.41% | Reduce -14.5% | 20,704 | $864K |
| Poinciana Advisors Group, LLC | 0.61% | Add +1.8% | 19,757 | $824K |
| Pacific Asset Management, LLC | 0.40% | Reduce -1.9% | 19,588 | $817K |
| Cascade Wealth Advisors, Inc | 0.32% | Add +0.0% | 18,993 | $808K |
| Summit Wealth Partners, LLC | 0.12% | Reduce -2.4% | 19,343 | $807K |
| Summit Financial, LLC | 0.01% | Reduce -0.5% | 19,163 | $800K |
| &partners | 0.00% | Reduce -36.0% | 19,118 | $798K |
| Hutchens & Kramer Investment Management Group, LLC | 0.21% | No change | 19,016 | $794K |
| SC&H Financial Advisors, Inc. | 0.10% | Add +0.0% | 18,733 | $782K |
| Gibraltar Capital Management, Inc. | 0.12% | No change | 18,685 | $780K |
| Diversify Advisory Services, LLC | 0.01% | New | 18,751 | $776K |
| Diversify Wealth Management, LLC | 0.01% | Add +1.2% | 18,751 | $776K |
| Global Retirement Partners, LLC | 0.01% | — | 18,372 | $767K |
| Factor Wealth Management LTD | 0.11% | Add +0.0% | 17,887 | $746K |
| tru Independence LLC | 0.32% | Reduce -12.0% | 17,507 | $731K |
| Aspiriant, LLC | 0.02% | No change | 17,299 | $722K |
| Lauterbach Financial Advisors, LLC | 0.31% | Add +0.5% | 17,048 | $711K |
| Cogent Private Wealth, Inc. | 0.44% | Add +44.9% | 16,776 | $700K |
| Shearwater Capital LLC | 0.33% | No change | 16,574 | $692K |
| Waverly Advisors, LLC | 0.00% | New | 16,368 | $683K |
| Elevate Wealth Advisory, Inc. | 0.39% | Add +14.7% | 16,341 | $682K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +1.2% | 16,316 | $681K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.3% | 16,228 | $677K |
| Csenge Advisory Group | 0.03% | Add +2.3% | 15,952 | $666K |
| Stewardship Advisors, LLC | 0.13% | Add +3.9% | 15,471 | $646K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 15,455 | $645K |
| EnRich Financial Partners LLC | 0.15% | Reduce -0.8% | 15,138 | $632K |
| IHT Wealth Management, LLC | 0.01% | Add +62.3% | 14,975 | $625K |
| Bedel Financial Consulting, Inc. | 0.06% | Add +0.2% | 14,841 | $619K |
| Nova R Wealth, Inc. | 0.18% | Add +0.2% | 14,605 | $609K |
| Lionshead Wealth Management, LLC | 0.40% | Reduce -0.6% | 14,581 | $608K |
| Ballast Rock Private Wealth LLC | 0.27% | Reduce -0.2% | 14,259 | $595K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -14.7% | 14,188 | $592K |
| Clark Asset Management, LLC | 0.05% | Add +44.5% | 14,165 | $591K |
| Fiduciary Alliance LLC | 0.04% | Reduce -3.9% | 14,074 | $587K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -4.2% | 13,950 | $582K |
| Quadcap Wealth Management, LLC | 0.06% | No change | 13,930 | $581K |
| ARK & TLK Investments, LLC | 0.14% | No change | 13,788 | $575K |
| Awm Capital, LLC | 0.05% | Add +0.2% | 13,492 | $563K |
| Fortis Capital Management LLC | 0.06% | No change | 13,420 | $560K |
| First Foundation Advisors | 0.02% | No change | 13,388 | $559K |
| Unison Advisors LLC | 0.04% | Add +0.2% | 13,372 | $558K |
| Rockwood Wealth Management, LLC | 0.03% | Add +4.8% | 12,834 | $536K |
| Plancorp, LLC | 0.01% | Reduce -1.0% | 12,870 | $535K |
| Quad-Cities Investment Group, LLC | 0.19% | Add +6.4% | 12,772 | $533K |
| Sanctuary Advisors, LLC | 0.00% | New | 12,763 | $533K |
| Global Trust Asset Management, LLC | 0.17% | No change | 12,722 | $531K |
| LRI Investments, LLC | 0.04% | Add +0.4% | 11,931 | $498K |
| Werba Rubin Papier Wealth Management | 0.06% | Add +0.2% | 11,918 | $497K |
| Navigoe, LLC | 0.25% | No change | 11,680 | $487K |
| AlphaCore Capital LLC | 0.01% | No change | 11,601 | $484K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 11,512 | $480K |
| Angeles Wealth Management, LLC | 0.02% | No change | 11,478 | $479K |
| Fifth Third Bancorp | 0.00% | Reduce -4.9% | 11,466 | $478K |
| Heritage Investment Group, Inc. | 0.06% | Reduce -22.7% | 11,438 | $477K |
| Nalls Sherbakoff Group, LLC | 0.33% | No change | 11,278 | $471K |
| IFP Advisors, Inc | 0.01% | Reduce -20.7% | 10,964 | $458K |
| Rockbridge Investment Management, LCC | 0.04% | No change | 10,860 | $453K |
| Perigon Wealth Management, LLC | 0.01% | No change | 10,852 | $453K |
| Disciplined Equity Management, Inc. | 0.20% | No change | 10,840 | $452K |
| Curio Wealth, LLC | 0.14% | Reduce -1.4% | 10,755 | $449K |
| Walter & Keenan Wealth Management LLC /in/ | 0.11% | Add +0.2% | 10,711 | $447K |
| Hanover Advisors Inc. | 0.16% | Add +1.9% | 10,632 | $444K |
| CX Institutional | 0.01% | Add +544.3% | 10,585 | $442K |
| Stenger Family Office, LLC | 0.07% | Add +0.2% | 10,277 | $429K |
| Mission Wealth Management, LP | 0.01% | Add +32.3% | 10,224 | $427K |
| AssuredPartners Investment Advisors, LLC | 0.04% | Add +20.7% | 10,212 | $426K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +1.5% | 10,048 | $419K |
| Delos Wealth Advisors, LLC | 0.21% | No change | 10,018 | $418K |
| Advisory Services Network, LLC | 0.00% | Add +7.6% | 9,959 | $416K |
| Cogent Strategic Wealth LLC | 0.39% | Reduce -0.9% | 9,905 | $413K |
| Fortis Capital Advisors, LLC | 0.05% | No change | 9,700 | $405K |
| Belpointe Asset Management LLC | 0.01% | No change | 9,700 | $405K |
| Brown Advisory Inc. | 0.00% | Add +7.7% | 9,515 | $397K |
| 55 North Private Wealth, LLC | 0.07% | Add +35.1% | 9,084 | $379K |
| US Bancorp \de | 0.00% | Reduce -6.4% | 9,027 | $377K |
| Richard Young Associates, Ltd. | 0.25% | Add +0.2% | 8,982 | $375K |
| Zhang Financial LLC | 0.01% | Add +0.1% | 8,978 | $375K |
| Foundations Investment Advisors, LLC | 0.00% | New | 8,951 | $374K |
| RHL Group, LLC | 0.31% | Add +23.1% | 8,871 | $373K |
| Hilltop Holdings Inc. | 0.03% | Add +6.9% | 8,827 | $368K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 8,613 | $359K |
| Aerodigm Wealth, LLC | 0.12% | Add +0.5% | 8,237 | $344K |
| Capstone Wealth Management, LLC | 0.16% | Reduce -0.6% | 8,017 | $335K |
| Squire Investment Management Company, LLC | 0.08% | No change | 7,932 | $331K |
| Clarity Capital Advisors, LLC | 0.14% | Add +0.2% | 7,804 | $326K |
| Tufton Capital Management | 0.05% | Add +14.9% | 7,770 | $324K |
| Wedmont Private Capital | 0.01% | New | 7,573 | $317K |
| Northern Trust Corp. | 0.00% | Add +10.1% | 7,558 | $315K |
| Dixon Fnancial Services, Inc. | 0.13% | Add +35.4% | 7,546 | $315K |
| Hancock Whitney Corp. | 0.01% | No change | 7,479 | $312K |
| Kachkovsky & Fisher, Inc. | 0.29% | — | 7,291 | $304K |
| Avondale Wealth Management | 0.12% | Reduce -46.3% | 7,263 | $303K |
| Oath Planning, LLC | 0.22% | No change | 7,117 | $297K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.2% | 7,068 | $295K |
| Cutler Investment Counsel LLC | 0.03% | New | 7,033 | $293K |
| Bessemer Group Inc. | 0.00% | New | 6,836 | $285K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 6,791 | $283K |
| Aspire Private Capital, LLC | 0.06% | Add +1.5% | 6,788 | $283K |
| Bank of New York Mellon Corp | 0.00% | Add +4.5% | 6,735 | $281K |
| Facet Wealth, Inc. | 0.00% | New | 6,731 | $281K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.5% | 6,638 | $277K |
| Altman Advisors, Inc. | 0.10% | New | 6,628 | $277K |
| Equitable Holdings, Inc. | 0.00% | New | 6,552 | $273K |
| Saxony Capital Management, LLC | 0.12% | Reduce -13.3% | 6,500 | $271K |
| Thrive Wealth Management, LLC | 0.03% | No change | 6,468 | $270K |
| BlackRock, Inc. | 0.00% | Add +5.9% | 6,437 | $269K |
| Resolute Wealth Advisor, Inc. | 0.15% | No change | 7,288 | $268K |
| Stratos Investment Management, LLC | 0.01% | No change | 6,400 | $267K |
| Rossby Financial, LCC | 0.05% | Add +1.0% | 6,369 | $266K |
| Physician Wealth Solutions Inc. | 0.10% | No change | 6,238 | $260K |
| IFG Advisory, LLC | 0.01% | Reduce -3.3% | 6,193 | $258K |
| American Capital Advisory, LLC | 0.09% | Reduce -13.6% | 6,060 | $253K |
| Ausdal Financial Partners, Inc. | 0.01% | No change | 5,954 | $248K |
| Melfa Wealth Management, Inc. | 0.13% | No change | 5,700 | $238K |
| Pasadena Private Wealth, LLC | 0.03% | Add +0.1% | 5,676 | $237K |
| Ballentine Partners, LLC | 0.00% | New | 5,673 | $237K |
| FMB Wealth Management | 0.09% | Reduce -11.3% | 5,655 | $236K |
| Generations Wealth, LLC | 0.22% | Add +1.7% | 5,611 | $234K |
| Total Clarity Wealth Management, Inc. | 0.04% | No change | 5,469 | $228K |
| Hollencrest Capital Management | 0.01% | No change | 5,449 | $227K |
| Advyzon Investment Management, LLC | 0.02% | Reduce -19.8% | 5,407 | $226K |
| W1M Asset Management Ltd | 0.00% | New | 5,380 | $225K |
| Pinnacle Bancorp, Inc. | 0.06% | Reduce -3.8% | 5,315 | $222K |
| Fisher Asset Management | 0.00% | New | 5,257 | $219K |
| World Investment Advisors | 0.00% | New | 5,628 | $215K |
| HighPoint Advisor Group LLC | 0.01% | New | 5,156 | $215K |
| Focus Financial Network, Inc. | 0.01% | Reduce -93.0% | 5,134 | $214K |
| Mgo One Seven LLC | 0.00% | Reduce -16.3% | 5,131 | $214K |
| Baker Boyer National Bank | 0.06% | New | 5,125 | $214K |
| Elevated Financial Group LLC | 0.06% | Reduce -9.8% | 5,004 | $209K |
| Marks Group Wealth Management, Inc | 0.02% | New | 4,960 | $207K |
| Alliancebernstein L.P. | 0.00% | New | 5,628 | $207K |
| Berger Financial Group, Inc | 0.01% | New | 4,947 | $206K |
| Cloud Capital Management, LLC | 0.07% | New | 4,922 | $204K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | New | 4,882 | $204K |
| Colonial Trust Co / SC | 0.02% | New | 4,208 | $176K |
| Maseco LLP | 0.00% | Reduce -5.9% | 3,882 | $162K |
| Medallion Wealth Advisors, LLC | 0.05% | Reduce -0.1% | 3,878 | $159K |
| UMB Bank, n.a. | 0.00% | No change | 3,367 | $141K |
| Blair William & Co. | 0.00% | No change | 3,244 | $135K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 3,191 | $133K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,167 | $132K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 2,876 | $120K |
| HM Payson & Co. | 0.00% | No change | 2,600 | $108K |
| Seneschal Advisors, LLC | 0.07% | Reduce -2.3% | 2,427 | $101K |
| Highland Investment Advisors LLC | 0.04% | — | 2,400 | $100K |
| Morse Asset Management, Inc | 0.02% | No change | 2,258 | $94K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Reduce -17.3% | 2,206 | $92K |
| Robinswood Financial LLC | 0.03% | No change | 2,170 | $91K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +143.0% | 2,146 | $90K |
| Fortitude Family Office, LLC | 0.02% | No change | 2,000 | $83K |
| Millstone Evans Group, LLC | 0.04% | Add +4.2% | 1,877 | $78K |
| Vanguard Advisers Inc. | 0.00% | No change | 1,758 | $73K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 1,744 | $73K |
| Forum Finance Group S.A. | 0.03% | No change | 2,130 | $72K |
| Fairscale Capital, LLC | 0.04% | No change | 1,572 | $66K |
| Investors Portfolio Services LLC | 0.05% | No change | 1,569 | $65K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -12.4% | 1,545 | $64K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | No change | 1,513 | $63K |
| Topsail Wealth Management, LLC | 0.01% | Add +9.1% | 1,493 | $62K |
| Timmons Wealth Management, LLC | 0.05% | No change | 1,487 | $62K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -42.7% | 1,250 | $52K |
| Asset Dedication, LLC | 0.00% | Add +0.3% | 1,198 | $50K |
| Parallel Advisors, LLC | 0.00% | Add +180.6% | 1,187 | $50K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +4208.3% | 1,034 | $43K |
| Oakworth Capital, Inc. | 0.00% | New | 990 | $41K |
| Capital Analysts, LLC | 0.00% | New | 971 | $41K |
| Triumph Capital Management | 0.01% | Reduce -37.9% | 977 | $41K |
| Hurley Capital, LLC | 0.02% | Add +0.2% | 968 | $40K |
| Concord Wealth Partners | 0.00% | New | 922 | $38K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +0.7% | 885 | $37K |
| Geneos Wealth Management Inc. | 0.00% | No change | 880 | $37K |
| Trust Co. of Vermont | 0.00% | — | 873 | $36K |
| Ameriflex Group, Inc. | 0.01% | New | 736 | $31K |
| Gleason Group, Inc. | 0.00% | New | 689 | $29K |
| Smartleaf Asset Management LLC | 0.00% | No change | 589 | $24K |
| Rothschild Investment LLC | 0.00% | No change | 582 | $24K |
| Lodestone Wealth Management LLC | 0.01% | No change | 532 | $22K |
| Montgomery Financial Services LLC | 0.02% | — | 526 | $22K |
| Salomon & Ludwin, LLC | 0.00% | No change | 524 | $22K |
| Cambient Family Office, LLC | 0.00% | New | 509 | $21K |
| Providence Capital Advisors, LLC | 0.00% | No change | 493 | $21K |
| Synergy Investment Management, LLC | 0.00% | New | 480 | $20K |
| Glassman Wealth Services | 0.00% | No change | 461 | $19K |
| DecisionPoint Financial, LLC | 0.00% | No change | 430 | $18K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 412 | $17K |
| Tounjian Advisory Partners, LLC | 0.01% | New | 376 | $16K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 358 | $15K |
| 1620 Investment Advisors, Inc. | 0.01% | Reduce -50.3% | 296 | $12K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.3% | 292 | $12K |
| Silver Grove Financial Group, Inc. | 0.01% | Reduce -92.7% | 289 | $12K |
| Kings Path Partners LLC | 0.00% | No change | 280 | $12K |
| Bfsg, LLC | 0.00% | No change | 257 | $11K |
| West Financial Advisors, LLC | 0.00% | No change | 250 | $10K |
| Versant Capital Management, Inc | 0.00% | No change | 241 | $10K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 221 | $9K |
| Pacific Center for Financial Services | 0.00% | No change | 184 | $8K |
| Larson Financial Group LLC | 0.00% | No change | 150 | $6K |
| Horizon Investments, LLC | 0.00% | Reduce -74.2% | 106 | $4K |
| Simplex Trading, LLC | 0.00% | New | 98 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 79 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | New | 62 | $3K |
| Integrity Financial Corp | 0.00% | No change | 53 | $2K |
| Abound Wealth Management | 0.00% | No change | 45 | $2K |
| Manning & Napier Advisors LLC | 0.00% | No change | 41 | $2K |
| Lam Group, Inc. | 0.00% | Reduce -12.5% | 35 | $1K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 30 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 17 | $709 |
| CoreCap Advisors, LLC | 0.00% | Reduce -99.8% | 1 | $27 |
"% of holder's portfolio" is DUHP's weight in each manager's 13F, not the share of Dimensional US High Profi Et the manager owns.