FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,194.02-0.07%
XLE57.080.36%
STOXX50E5,860.32-0.39%
XLF51.790.72%
FTSE10,321.09-0.56%
IXIC24,858.550.09%
RUT2,786.68-0.01%
GSPC7,173.740.12%
Temp30.1°C
UV12.4
Feels35.1°C
Humidity62%
Wind13 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time1:35 PM
CUSIP 25434V104

DIMENSIONAL ETF TRUST

457 institutions · $7.11B total · 151,802,956 shares

#ManagerSharesValue% of TotalPeriod
1Sequoia Financial Advisors, LLC7,125,424$333.5M4.69%2025-12-31
2RVW Wealth, LLC4,512,375$211.2M2.97%2025-12-31
3Sageworth Trust Co4,504,629$210.8M2.96%2025-12-31
4OneDigital Investment Advisors LLC4,339,915$203.1M2.85%2025-12-31
5Allworth Financial LP3,989,254$182.5M2.62%2025-12-31
6Focus Partners Wealth3,382,769$158.3M2.22%2025-12-31
7Aquire Wealth Advisors, LLC3,315,971$155.2M2.18%2025-12-31
8Modera Wealth Management, LLC3,302,400$154.6M2.17%2025-12-31
9MARS JEWETT FINANCIAL GROUP, INC.3,098,598$148.7M2.04%2025-12-31
10Annex Advisory Services, LLC2,868,665$134.3M1.88%2025-12-31
11Kooman & Associates2,829,489$132.4M1.86%2025-12-31
12Beacon Pointe Advisors, LLC2,668,454$124.9M1.75%2025-12-31
13Blankinship & Foster, LLC2,654,562$124.2M1.74%2025-12-31
14Spinnaker Investment Group, LLC2,426,090$113.5M1.59%2025-12-31
15EVOKE WEALTH, LLC2,402,762$112.4M1.58%2025-12-31
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,191,192$104.5M1.44%2025-12-31
17Arista Wealth Management, LLC2,144,139$100.3M1.41%2025-12-31
18Krilogy Financial LLC1,736,205$83.0M1.14%2025-12-31
19WPWealth LLP1,765,060$82.6M1.16%2025-12-31
20Austin Wealth Management, LLC1,618,977$76.9M1.06%2025-12-31
21Focus Partners Advisor Solutions, LLC1,614,046$75.5M1.06%2025-12-31
2255 North Private Wealth, LLC1,608,993$75.3M1.05%2025-12-31
23Pioneer Wealth Management Group1,479,327$69.2M0.97%2025-12-31
24MASECO LLP1,443,392$67.6M0.95%2025-12-31
25Savant Capital, LLC1,374,249$64.3M0.90%2025-12-31
26HB Wealth Management, LLC1,343,300$62.9M0.88%2025-12-31
27BCM ADVISORS, LLC1,266,599$60.3M0.83%2025-12-31
28HILL ISLAND FINANCIAL LLC1,238,373$58.0M0.81%2025-12-31
29COMMONWEALTH EQUITY SERVICES, LLC1,212,136$56.7M0.79%2025-12-31
30Cetera Investment Advisers1,187,031$55.6M0.78%2025-12-31
31Essential Planning, LLC.1,166,386$54.6M0.76%2025-12-31
32DIVERSIFY WEALTH MANAGEMENT, LLC1,121,763$53.7M0.73%2025-12-31
33Stadion Money Management, LLC1,124,115$52.6M0.74%2025-12-31
34Sterling Wealth Advisors Inc1,101,841$51.6M0.72%2025-12-31
35Meridian Wealth Partners, LLC1,078,128$50.5M0.71%2025-12-31
36LPL Financial LLC1,058,002$49.5M0.69%2025-12-31
37BRIGHTON JONES LLC995,153$46.6M0.65%2025-12-31
38CURIO WEALTH, LLC967,123$45.9M0.63%2025-12-31
39TCP Asset Management, LLC943,287$44.1M0.62%2025-12-31
40EP Wealth Advisors, LLC934,455$43.7M0.61%2025-12-31
41AdvisorNet Financial, Inc921,164$43.1M0.60%2025-12-31
42MONETA GROUP INVESTMENT ADVISORS LLC909,360$42.6M0.59%2025-12-31
43Alpha Financial Advisors, LLC904,268$42.3M0.59%2025-12-31
44Valued Wealth Advisors LLC902,085$42.2M0.59%2025-12-31
45Advisory Alpha, LLC880,626$41.2M0.58%2025-12-31
46Corient Private Wealth LLC877,225$41.1M0.57%2025-12-31
47Note Advisors, LLC860,943$40.8M0.56%2025-12-31
48Fonville Wealth Management LLC853,282$39.9M0.56%2025-12-31
49SC&H Financial Advisors, Inc.842,788$39.4M0.55%2025-12-31
50VeraBank, N.A.838,829$39.3M0.55%2025-12-31
51Wealthspire Advisors, LLC825,028$38.6M0.54%2025-12-31
52LIBERTY WEALTH MANAGEMENT LLC803,724$37.6M0.52%2025-12-31
53Plancorp, LLC789,709$37.0M0.52%2025-12-31
54Two West Capital Advisors LLC787,466$36.9M0.51%2025-12-31
55Timonier Family Office, LTD.777,232$36.4M0.51%2025-12-31
56AlphaStar Capital Management, LLC776,175$36.3M0.51%2025-12-31
57Keating Financial Advisory Services, Inc.746,918$35.0M0.49%2025-12-31
58Highland Financial Advisors, LLC744,328$34.8M0.49%2025-12-31
59Creative Planning696,055$32.6M0.45%2025-12-31
60Zhang Financial LLC673,569$31.5M0.44%2025-12-31
61Bay Harbor Wealth Management, LLC673,548$31.5M0.44%2025-12-31
62UBS Group AG664,524$31.1M0.43%2025-12-31
63Yardley Wealth Management LLC664,180$31.1M0.43%2025-12-31
64Physician Wealth Solutions Inc.656,918$30.7M0.43%2025-12-31
65Pathstone Holdings, LLC656,899$30.7M0.43%2025-12-31
66ACT Advisors, LLC.656,210$30.7M0.43%2025-12-31
67CVA Family Office, LLC650,317$30.4M0.42%2025-12-31
68Keystone Financial Group, Inc.634,346$29.7M0.41%2025-12-31
69Mariner, LLC631,918$29.6M0.41%2025-12-31
70SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC631,628$29.6M0.41%2025-12-31
71Spectrum Investment Advisors, Inc.621,060$29.1M0.40%2025-12-31
72AWM CAPITAL, LLC590,327$27.6M0.38%2025-12-31
73M Wealth Management, LLC589,984$27.6M0.38%2025-12-31
74MAI Capital Management589,036$27.6M0.38%2025-12-31
75Allegiance Financial Group Advisory Services LLC579,924$27.1M0.38%2025-12-31
76Kure Advisory, LLC565,975$26.5M0.37%2025-12-31
77Private Wealth Management Group, LLC564,626$26.4M0.37%2025-12-31
78Heritage Investment Group, Inc.563,934$26.4M0.37%2025-12-31
79AE Wealth Management LLC559,906$26.2M0.36%2025-12-31
80Shira Ridge Wealth Management554,421$25.9M0.36%2025-12-31
81Quantum Financial Advisors, LLC536,348$25.1M0.35%2025-12-31
82Morling Financial Advisors, LLC530,647$24.8M0.34%2025-12-31
83ENVESTNET ASSET MANAGEMENT INC504,456$23.6M0.33%2025-12-31
84Envision Financial Planning, LLC500,004$23.4M0.32%2025-12-31
85STIFEL FINANCIAL CORP480,981$22.5M0.31%2025-12-31
86JFS WEALTH ADVISORS, LLC470,728$22.0M0.31%2025-12-31
87ENTREWEALTH, LLC456,622$21.9M0.30%2025-12-31
88BANK OF AMERICA CORP /DE/458,792$21.5M0.30%2025-12-31
89Baird Financial Group, Inc.456,826$21.4M0.30%2025-12-31
90MISSION WEALTH MANAGEMENT, LP441,737$20.7M0.29%2025-12-31
91CLARIS ADVISORS, LLC / MO /434,205$20.3M0.28%2025-12-31
92SAX WEALTH ADVISORS, LLC421,672$19.7M0.27%2025-12-31
93Perigon Wealth Management, LLC410,021$19.2M0.27%2025-12-31
94JPMORGAN CHASE & CO399,111$18.7M0.26%2025-12-31
95Physician Wealth Advisors, Inc.380,050$17.8M0.25%2025-12-31
96Tassel Capital Management, Inc.375,251$17.6M0.24%2025-12-31
97MARYLAND CAPITAL ADVISORS INC.375,239$17.6M0.24%2025-12-31
98Tortoise Investment Management, LLC368,042$17.2M0.24%2025-12-31
99Prudent Man Investment Management, Inc.365,373$17.1M0.24%2025-12-31
100OSAIC HOLDINGS, INC.361,139$16.9M0.23%2025-12-31
101Jacobi Capital Management LLC344,672$16.1M0.22%2025-12-31
102Clarity Capital Advisors, LLC333,003$15.6M0.21%2025-12-31
103Live Oak Private Wealth LLC331,586$15.5M0.21%2025-12-31
104Security Financial Services, INC.331,585$15.5M0.21%2025-12-31
105LEGACY FINANCIAL GROUP, INC.327,846$15.3M0.21%2025-12-31
106MERCER GLOBAL ADVISORS INC /ADV325,101$15.2M0.21%2025-12-31
107Ledgewood Wealth Advisors, LLC324,115$15.2M0.21%2025-12-31
108HUTCHINSON CAPITAL MANAGEMENT/CA323,632$15.1M0.21%2025-12-31
109Great Point Wealth Advisors, LLC309,470$14.5M0.20%2025-12-31
110JACKSON THORNTON WEALTH MANAGEMENT, LLC301,588$14.4M0.19%2025-12-31
111NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO306,154$14.3M0.20%2025-12-31
112Forvis Mazars Wealth Advisors, LLC302,277$14.1M0.19%2025-12-31
113Arax Advisory Partners301,155$14.1M0.19%2025-12-31
114Sollinda Capital Management LLC295,859$13.8M0.19%2025-12-31
115North Capital, Inc.291,940$13.7M0.19%2025-12-31
116ASSETMARK, INC286,305$13.4M0.18%2025-12-31
117Farther Finance Advisors, LLC263,490$12.3M0.17%2025-12-31
118MML INVESTORS SERVICES, LLC259,153$12.1M0.17%2025-12-31
119Weinberger Asset Management, Inc259,126$12.1M0.17%2025-12-31
120Johnson Wealth Management, LLC257,420$12.0M0.16%2025-12-31
121Syverson Strege & Co260,203$11.9M0.17%2025-12-31
122CHERRYDALE WEALTH MANAGEMENT, LLC250,239$11.7M0.16%2025-12-31
123Canopy Partners, LLC250,139$11.7M0.16%2025-12-31
124First Financial Group Corp247,544$11.6M0.16%2025-12-31
125FinDec Wealth Services, Inc.246,170$11.5M0.16%2025-12-31
126Centennial Bank/AR/245,768$11.5M0.16%2025-12-31
127Lauer Wealth, LLC235,210$11.2M0.15%2025-12-31
128Platform Wealth Management, LLC228,026$10.7M0.15%2025-12-31
129FIRETHORN WEALTH PARTNERS, LLC222,413$10.4M0.14%2025-12-31
130Oak Wealth Advisors LLC221,356$10.4M0.14%2025-12-31
131FMB WEALTH MANAGEMENT218,064$10.2M0.14%2025-12-31
132VSM Wealth Advisory, LLC214,547$10.0M0.14%2025-12-31
133Sowell Financial Services LLC213,065$10.0M0.14%2025-12-31
134U.S. Capital Wealth Advisors, LLC212,156$9.9M0.13%2025-12-31
135IFP Advisors, Inc208,351$9.8M0.13%2025-12-31
136Chicago Partners Investment Group LLC202,300$9.6M0.13%2025-12-31
137Pacific Asset Management, LLC203,514$9.5M0.13%2025-12-31
138HTG Investment Advisors, Inc.199,412$9.3M0.13%2025-12-31
139Glass Jacobson Investment Advisors llc193,922$9.1M0.12%2025-12-31
140American Capital Advisory, LLC191,545$9.0M0.12%2025-12-31
141SEVEN MILE ADVISORY188,225$8.8M0.12%2025-12-31
142Royal Bank of Canada185,939$8.7M0.12%2025-12-31
143Orion Porfolio Solutions, LLC181,755$8.5M0.11%2025-12-31
144Private Advisor Group, LLC181,075$8.5M0.11%2025-12-31
145Abel Hall, LLC180,818$8.5M0.11%2025-12-31
146Vigil Wealth Management, LLC180,816$8.5M0.11%2025-12-31
147SEMITAM BONAM LLC177,295$8.3M0.11%2025-12-31
148RAYMOND JAMES FINANCIAL INC176,992$8.3M0.11%2025-12-31
149Prodigy Asset Management LLC175,613$8.2M0.11%2025-12-31
150COWA, LLC173,952$8.1M0.11%2025-12-31
151Invst, LLC170,536$8.0M0.11%2025-12-31
152SUMMIT WEALTH GROUP LLC / CO169,897$8.0M0.11%2025-12-31
153AlTi Global, Inc.166,854$7.8M0.10%2025-12-31
154Diversified Portfolios, Inc.166,759$7.8M0.10%2025-12-31
155World Investment Advisors165,919$7.8M0.10%2025-12-31
156My Personal CFO, LLC161,512$7.6M0.10%2025-12-31
157Wealth Advisors Northwest LLC161,015$7.5M0.10%2025-12-31
158FORTERIS WEALTH MANAGEMENT INC.160,762$7.5M0.10%2025-12-31
159ARK & TLK INVESTMENTS, LLC159,956$7.5M0.10%2025-12-31
160KENNEDY INVESTMENT GROUP158,437$7.4M0.10%2025-12-31
161MAGNOLIA CAPITAL ADVISORS LLC156,841$7.3M0.10%2025-12-31
162KEB ASSET MANAGEMENT, LLC155,745$7.3M0.10%2025-12-31
163Capital Investment Advisory Services, LLC155,684$7.3M0.10%2025-12-31
164Morton Capital Management LLC/CA155,679$7.3M0.10%2025-12-31
165Root Financial Partners, LLC152,203$7.1M0.10%2025-12-31
166International Private Wealth Advisors LLC151,332$7.1M0.09%2025-12-31
167Mattern Wealth Management LLC150,493$7.0M0.09%2025-12-31
168Chico Wealth RIA149,602$7.0M0.09%2025-12-31
169Helen Stephens Group, LLC149,401$7.0M0.09%2025-12-31
170AQR CAPITAL MANAGEMENT LLC147,351$6.9M0.09%2025-12-31
171GEM Asset Management, LLC144,682$6.9M0.09%2025-12-31
172JDH Wealth Management, LLC143,799$6.7M0.09%2025-12-31
173Cerity Partners LLC141,135$6.6M0.09%2025-12-31
174Hardy Reed LLC140,471$6.6M0.09%2025-12-31
175Aegis Wealth Management LLC137,683$6.4M0.09%2025-12-31
176Vise Technologies, Inc.136,017$6.4M0.08%2025-12-31
177CROBAN132,104$6.2M0.08%2025-12-31
178Waverly Advisors, LLC131,787$6.2M0.08%2025-12-31
179D.A. DAVIDSON & CO.131,395$6.1M0.08%2025-12-31
180RFG Advisory, LLC131,049$6.1M0.08%2025-12-31
181Level Wealth Management LLC130,922$6.1M0.08%2025-12-31
182HFG Wealth Management, LLC129,988$6.1M0.08%2025-12-31
183Dodds Wealth, LLC129,872$6.1M0.08%2025-12-31
184Quad-Cities Investment Group, LLC128,037$6.0M0.08%2025-12-31
185Aznar Financial Advisors, LLC125,999$5.9M0.08%2025-12-31
186CreativeOne Wealth, LLC122,570$5.7M0.08%2025-12-31
187Cypress Point Wealth Management, LLC122,462$5.7M0.08%2025-12-31
188ANDREWS, LUCIA WEALTH MANAGEMENT LLC121,714$5.7M0.08%2025-12-31
189Rather & Kittrell, Inc.120,100$5.6M0.07%2025-12-31
190APS Management Group, Inc.118,842$5.6M0.07%2025-12-31
191SYM FINANCIAL Corp118,369$5.5M0.07%2025-12-31
192Waterfront Wealth Inc.114,048$5.5M0.07%2025-12-31
193Signature Resources Capital Management, LLC112,406$5.3M0.07%2025-12-31
194Rockefeller Capital Management L.P.110,397$5.2M0.07%2025-12-31
195Kestra Advisory Services, LLC110,242$5.2M0.07%2025-12-31
196TRUIST FINANCIAL CORP109,946$5.1M0.07%2025-12-31
197Apella Capital, LLC108,892$5.1M0.07%2025-12-31
198TABLEAUX LLC104,929$4.9M0.06%2025-12-31
199HighTower Advisors, LLC101,715$4.8M0.06%2025-12-31
200Exeter Financial, LLC101,276$4.7M0.06%2025-12-31
201TCI Wealth Advisors, Inc.100,791$4.7M0.06%2025-12-31
202FIDUCIARY FINANCIAL GROUP, LLC100,356$4.7M0.06%2025-12-31
203ROBINSON SMITH WEALTH ADVISORS LLC96,963$4.5M0.06%2025-12-31
204BARON SILVER STEVENS FINANCIAL ADVISORS, LLC96,842$4.5M0.06%2025-12-31
205Stratos Wealth Partners, LTD.94,826$4.4M0.06%2025-12-31
206ELEVATION WEALTH PARTNERS, LLC93,689$4.4M0.06%2025-12-31
207BluePrint Investing LLC93,476$4.4M0.06%2025-12-31
208180 WEALTH ADVISORS, LLC89,330$4.2M0.05%2025-12-31
209Retirement Solution LLC87,761$4.1M0.05%2025-12-31
210Apollon Wealth Management, LLC86,022$4.0M0.05%2025-12-31
211AXXCESS WEALTH MANAGEMENT, LLC85,659$4.0M0.05%2025-12-31
212Burton Enright Welch85,007$4.0M0.05%2025-12-31
213Twin Cities Retirement Group LLC83,396$3.9M0.05%2025-12-31
214Vantage Point Financial LLC83,079$3.9M0.05%2025-12-31
215QUARRY HILL ADVISORS, LLC82,188$3.8M0.05%2025-12-31
216SEAMOUNT FINANCIAL GROUP INC81,813$3.8M0.05%2025-12-31
217MARKET STREET WEALTH MANAGEMENT ADVISORS LLC81,422$3.8M0.05%2025-12-31
218Concurrent Investment Advisors, LLC79,560$3.7M0.05%2025-12-31
219Parkwoods Wealth Partners, LLC79,196$3.7M0.05%2025-12-31
220Sageworth Trust Co of South Dakota78,146$3.7M0.05%2025-12-31
221RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC78,084$3.7M0.05%2025-12-31
222HMV Wealth Advisors, LLC75,692$3.5M0.04%2025-12-31
223Stratos Investment Management, LLC72,961$3.4M0.04%2025-12-31
224SwitchPoint Financial Planning, LLC72,101$3.4M0.04%2025-12-31
225J HAGAN CAPITAL, INC.72,027$3.4M0.04%2025-12-31
226CATALYST PRIVATE WEALTH, LLC71,531$3.3M0.04%2025-12-31
227MELFA WEALTH MANAGEMENT, INC.71,118$3.3M0.04%2025-12-31
228Investmark Advisory Group LLC70,574$3.3M0.04%2025-12-31
229SpringVest Wealth Management LLC70,211$3.3M0.04%2025-12-31
230CLUNE & ASSOCIATES, LTD.70,146$3.3M0.04%2025-12-31
231Legacy Capital Wealth Partners, LLC69,992$3.3M0.04%2025-12-31
232Donalies Financial Planning, LLC69,934$3.3M0.04%2025-12-31
233Financial Alternatives, Inc68,785$3.2M0.04%2025-12-31
234AssuredPartners Investment Advisors, LLC68,376$3.2M0.04%2025-12-31
235Savvy Advisors, Inc.67,261$3.1M0.04%2025-12-31
236Milestone Asset Management Group, LLC66,310$3.1M0.04%2025-12-31
237NewEdge Advisors, LLC65,363$3.1M0.04%2025-12-31
238Versant Capital Management, Inc65,312$3.1M0.04%2025-12-31
239Concord Wealth Partners65,005$3.0M0.04%2025-12-31
240Kane Co Wealth Management, Inc.64,334$3.0M0.04%2025-12-31
241Ballast Rock Private Wealth LLC63,294$3.0M0.04%2025-12-31
242Altiora Financial Group, LLC62,372$2.9M0.04%2025-12-31
243Washington Trust Advisors, Inc.62,224$2.9M0.04%2025-12-31
244Meritas Wealth Management, LLC62,102$2.9M0.04%2025-12-31
245ERn Financial, LLC62,074$2.9M0.04%2025-12-31
246Smartleaf Asset Management LLC59,115$2.8M0.03%2025-12-31
247Capstone Financial Advisors, Inc.58,935$2.8M0.03%2025-12-31
248FIRST CITIZENS BANK & TRUST CO58,864$2.8M0.03%2025-12-31
249Shore Point Advisors, LLC57,656$2.7M0.03%2025-12-31
250CGN Advisors LLC56,550$2.6M0.03%2025-12-31
251CHOREO, LLC56,095$2.6M0.03%2025-12-31
252IEQ CAPITAL, LLC55,338$2.6M0.03%2025-12-31
253G2 CAPITAL MANAGEMENT, LLC / OH53,678$2.5M0.03%2025-12-31
254RCS Financial Planning, LLC52,499$2.5M0.03%2025-12-31
255EARNED WEALTH ADVISORS, LLC52,346$2.4M0.03%2025-12-31
256ELEVATE WEALTH ADVISORY, INC52,223$2.4M0.03%2025-12-31
257Herold Advisors, Inc.52,175$2.4M0.03%2025-12-31
258Pinnacle Financial Group, LLC / IL51,870$2.4M0.03%2025-12-31
259LRI Investments, LLC51,728$2.4M0.03%2025-12-31
260CAHILL FINANCIAL ADVISORS INC51,072$2.4M0.03%2025-12-31
261Verisail Partners, LLC48,538$2.3M0.03%2025-12-31
262MORGAN STANLEY48,147$2.3M0.03%2025-12-31
263GWN SECURITIES INC.47,473$2.2M0.03%2025-12-31
264Greenspring Advisors, LLC45,115$2.1M0.02%2025-12-31
265Werba Rubin Papier Wealth Management44,859$2.1M0.02%2025-12-31
266Parkshore Wealth Management, Inc.44,731$2.1M0.02%2025-12-31
267DAVENPORT & Co LLC44,328$2.1M0.02%2025-12-31
268Berger Financial Group, Inc44,264$2.1M0.02%2025-12-31
269CAPTRUST FINANCIAL ADVISORS43,809$2.1M0.02%2025-12-31
270Tanglewood Legacy Advisors, LLC42,517$2.0M0.02%2025-12-31
271Woodside Wealth Management LLC42,351$2.0M0.02%2025-12-31
272Forum Financial Management, LP41,380$1.9M0.02%2025-12-31
273MGO ONE SEVEN LLC41,213$1.9M0.02%2025-12-31
274VESTIA PERSONAL WEALTH ADVISORS40,518$1.9M0.02%2025-12-31
275MB Generational Wealth, LLC40,236$1.9M0.02%2025-12-31
276Foundations Investment Advisors, LLC40,132$1.9M0.02%2025-12-31
277Hiley Hunt Wealth Management39,507$1.8M0.02%2025-12-31
278Rockbridge Investment Management, LCC39,255$1.8M0.02%2025-12-31
279Capstone Wealth Management, LLC39,123$1.8M0.02%2025-12-31
280American Investment Services, Inc.38,809$1.8M0.02%2025-12-31
281CARDIFF PARK ADVISORS, LLC37,802$1.8M0.02%2025-12-31
282RETIREMENT GUYS FORMULA LLC37,645$1.8M0.02%2025-12-31
283Marshall Financial Group, LLC37,639$1.8M0.02%2025-12-31
284Keel Point, LLC37,212$1.7M0.02%2025-12-31
285Lionshead Wealth Management, LLC37,070$1.7M0.02%2025-12-31
286Westwood Wealth Management37,070$1.7M0.02%2025-12-31
287Balance Wealth, LLC36,118$1.7M0.02%2025-12-31
288SB Capital Management Inc35,993$1.7M0.02%2025-12-31
289Olistico Wealth, LLC34,764$1.6M0.02%2025-12-31
290Forthright Family Wealth Advisory LLC34,725$1.6M0.02%2025-12-31
291Financial Symmetry Inc34,630$1.6M0.02%2025-12-31
292Texas Capital Bank Wealth Management Services Inc34,339$1.6M0.02%2025-12-31
293Sincerus Advisory, LLC34,233$1.6M0.02%2025-12-31
294Beckerman Institutional, LLC33,574$1.6M0.02%2025-12-31
295Kaufman Rossin Wealth, LLC32,810$1.5M0.02%2025-12-31
296Lauterbach Financial Advisors, LLC32,745$1.5M0.02%2025-12-31
297Wescott Financial Advisory Group, LLC32,609$1.5M0.02%2025-12-31
298Financial Plan, Inc.32,023$1.5M0.02%2025-12-31
299Forum Private Client Group LLC31,667$1.5M0.02%2025-12-31
300SLT Holdings LLC31,260$1.5M0.02%2025-12-31
301Ares Financial Consulting, LLC29,963$1.4M0.01%2025-12-31
302Seneschal Advisors, LLC29,299$1.4M0.01%2025-12-31
303Lexington Hill Partners, LLC29,074$1.4M0.01%2025-12-31
304Prospera Financial Services Inc29,035$1.4M0.01%2025-12-31
305Auxano Advisors, LLC28,924$1.4M0.01%2025-12-31
306XY Planning Network, Inc.28,701$1.3M0.01%2025-12-31
307Pure Financial Advisors, LLC27,760$1.3M0.01%2025-12-31
308Evanson Asset Management, LLC27,361$1.3M0.01%2025-12-31
309MORRIS FINANCIAL CONCEPTS, INC.26,951$1.3M0.01%2025-12-31
310Financial Engines Advisors L.L.C.26,783$1.3M0.01%2025-12-31
311Oceanside Advisors LLC26,738$1.3M0.01%2025-12-31
312CFS Investment Advisory Services, LLC26,423$1.2M0.01%2025-12-31
313Squire Investment Management Company, LLC26,281$1.2M0.01%2025-12-31
314Peirce Capital Management, LLC26,054$1.2M0.01%2025-12-31
315Intrepid Financial Planning Group LLC25,633$1.2M0.01%2025-12-31
316Cullen/Frost Bankers, Inc.24,350$1.1M0.01%2025-12-31
317FMR LLC23,944$1.1M0.01%2025-12-31
318NORTHWEST WEALTH MANAGEMENT, LLC23,914$1.1M0.01%2025-12-31
319Powerhouse Assets LLC23,550$1.1M0.01%2025-12-31
320Huntleigh Advisors, Inc.23,459$1.1M0.01%2025-12-31
321Integrated Wealth Concepts LLC23,172$1.1M0.01%2025-12-31
322Acorn Wealth Advisors, LLC23,091$1.1M0.01%2025-12-31
323Csenge Advisory Group22,776$1.1M0.01%2025-12-31
324Trailhead Planners LLC22,689$1.1M0.01%2025-12-31
325Investment Advisory Group, LLC22,211$1.0M0.01%2025-12-31
326Yoder Wealth Management, Inc.21,895$1.0M0.01%2025-12-31
327Apollon Financial, LLC21,724$1.0M0.01%2025-12-31
328EXENCIAL WEALTH ADVISORS, LLC21,565$1.0M0.01%2025-12-31
329Patriot Financial Group Insurance Agency, LLC21,531$1.0M0.01%2025-12-31
330Kovack Advisors, Inc.21,495$1.0M0.01%2025-12-31
331Solutions 4 Wealth, Ltd21,378$1.0M0.01%2025-12-31
332GOULD ASSET MANAGEMENT LLC /CA/21,190$991.7K0.01%2025-12-31
333Wealthfront Advisers LLC20,865$976.5K0.01%2025-12-31
334Gutierrez Wealth Advisory, LLC20,601$964.1K0.01%2025-12-31
335Vertex Planning Partners, LLC20,542$961.4K0.01%2025-12-31
336Cascade Wealth Advisors, Inc19,942$957.0K0.01%2025-12-31
337O'SHAUGHNESSY ASSET MANAGEMENT, LLC20,020$936.9K0.01%2025-12-31
338FIRST NATIONAL BANK SIOUX FALLS19,461$910.8K0.01%2025-12-31
339SageOak Financial, LLC19,077$892.8K0.01%2025-12-31
340Allodium Investment Consultants, LLC19,016$889.9K0.01%2025-12-31
341Stewardship Advisors, LLC18,625$871.6K0.01%2025-12-31
342Longview Financial Advisors LLC18,576$869.4K0.01%2025-12-31
343MOSAIC FAMILY WEALTH PARTNERS, LLC17,909$838.1K0.01%2025-12-31
344C M BIDWELL & ASSOCIATES LTD17,827$834.3K0.01%2025-12-31
345Triad Wealth Partners, LLC17,710$828.8K0.01%2025-12-31
346TRANSCEND CAPITAL ADVISORS, LLC17,359$812.4K0.01%2025-12-31
347Colony Family Offices, LLC16,930$792.3K0.01%2025-12-31
348OPTIMA CAPITAL LLC16,890$790.5K0.01%2025-12-31
349BARRETT & COMPANY, INC.16,748$783.8K0.01%2025-12-31
350Approach Retirement Advisors, LLC16,701$781.6K0.01%2025-12-31
351RENAISSANCE TECHNOLOGIES LLC16,400$767.5K0.01%2025-12-31
352Lakeridge Wealth Management LLC16,037$750.5K0.01%2025-12-31
353Wheels Up Wealth, Inc.15,766$737.8K0.01%2025-12-31
354Merit Financial Group, LLC15,591$729.7K0.01%2025-12-31
355Advisory Services Network, LLC15,190$710.9K0.01%2025-12-31
356Bay Capital Advisors, LLC14,854$695.2K0.00%2025-12-31
357Lynch Investment Planning, LLC14,135$661.5K0.00%2025-12-31
358BAKER TILLY WEALTH MANAGEMENT, LLC14,058$657.9K0.00%2025-12-31
359Rialto Wealth Management, LLC14,014$655.9K0.00%2025-12-31
360Quadcap Wealth Management, LLC15,405$654.8K0.01%2025-12-31
361US BANCORP \DE\13,770$644.4K0.00%2025-12-31
362WELLS FARGO & COMPANY/MN13,617$637.3K0.00%2025-12-31
363Cardinal Point Capital Management ULC13,454$629.6K0.00%2025-12-31
364VanderPol Investments L.L.C.13,237$619.5K0.00%2025-12-31
365Axis Wealth Partners, LLC13,188$617.2K0.00%2025-12-31
366Rockwood Wealth Management, LLC13,131$614.5K0.00%2025-12-31
367Envestnet Portfolio Solutions, Inc.13,055$611.0K0.00%2025-12-31
368Financial Harvest, LLC12,573$588.4K0.00%2025-12-31
369Strathmore Capital Advisors, Inc.12,516$585.7K0.00%2025-12-31
370MATHER GROUP, LLC.12,435$582.0K0.00%2025-12-31
371DecisionPoint Financial, LLC12,322$576.7K0.00%2025-12-31
372Cypress Wealth Services, LLC12,317$576.4K0.00%2025-12-31
373Aspect Partners, LLC12,122$567.3K0.00%2025-12-31
374KESTRA PRIVATE WEALTH SERVICES, LLC12,073$565.0K0.00%2025-12-31
375Triune Financial Partners, LLC11,616$554.0K0.00%2025-12-31
376RITHOLTZ WEALTH MANAGEMENT11,552$540.6K0.00%2025-12-31
377Beacon Financial Advisory LLC11,444$535.6K0.00%2025-12-31
378PRIVATE TRUST CO NA11,382$532.7K0.00%2025-12-31
379DELAP WEALTH ADVISORY, LLC11,209$524.6K0.00%2025-12-31
380ATLas Financial Planning LLC11,189$523.6K0.00%2025-12-31
381PATTEN & PATTEN INC/TN11,068$518.0K0.00%2025-12-31
382BAYSHORE ASSET MANAGEMENT, LLC10,769$504.0K0.00%2025-12-31
383Freedom Financial Partners LLC10,659$498.8K0.00%2025-12-31
384Compass Advisory Group LLC10,632$497.6K0.00%2025-12-31
385NORTHERN TRUST CORP10,613$496.7K0.00%2025-12-31
386WMG Financial Advisors, LLC10,587$495.5K0.00%2025-12-31
387Sigma Planning Corp10,548$493.7K0.00%2025-12-31
388Porter White Investment Advisors, Inc.10,524$492.6K0.00%2025-12-31
389KILNER CAPITAL ADVISORS, LLC10,502$491.5K0.00%2025-12-31
390BUILDER INVESTMENT GROUP INC /ADV10,436$488.4K0.00%2025-12-31
391HBE Wealth Management, LLC10,434$488.3K0.00%2025-12-31
392Foundry Financial LLC10,419$487.6K0.00%2025-12-31
393DIXON FNANCIAL SERVICES, INC.10,379$485.8K0.00%2025-12-31
394Quantinno Capital Management LP10,363$485.0K0.00%2025-12-31
395Vistica Wealth Advisors, LLC10,038$469.8K0.00%2025-12-31
396tru Independence LLC10,004$468.2K0.00%2025-12-31
397Tranquility Partners, LLC9,893$463.0K0.00%2025-12-31
398Glassman Wealth Services9,860$461.4K0.00%2025-12-31
399Eldridge Investment Advisors, Inc.9,790$458.2K0.00%2025-12-31
400Ullmann Wealth Partners Group, LLC9,762$455.2K0.00%2025-12-31
401Gordian Advisors LLC9,503$444.7K0.00%2025-12-31
402BANK OF MONTREAL /CAN/9,180$429.6K0.00%2025-12-31
403Golden State Equity Partners9,057$423.9K0.00%2025-12-31
404Montis Financial, LLC9,057$423.9K0.00%2025-12-31
405City State Bank8,897$416.4K0.00%2025-12-31
406Total Clarity Wealth Management, Inc.8,848$414.1K0.00%2025-12-31
407Oath Planning, LLC8,760$410.0K0.00%2025-12-31
408ECLECTIC ASSOCIATES INC /ADV8,739$409.0K0.00%2025-12-31
409AlphaCore Capital LLC8,673$405.9K0.00%2025-12-31
410Ruedi Wealth Management, Inc.8,650$404.8K0.00%2025-12-31
411Facet Wealth, Inc.8,254$396.1K0.00%2025-12-31
412Coppell Advisory Solutions LLC8,394$395.9K0.00%2025-12-31
413Sprinkle Financial Consultants LLC8,390$392.6K0.00%2025-12-31
414Heritage Wealth Management, Inc./Texas8,329$389.8K0.00%2025-12-31
415Planning Project LLC8,277$387.4K0.00%2025-12-31
416Claris Financial LLC8,248$386.0K0.00%2025-12-31
417SUSQUEHANNA INTERNATIONAL GROUP, LLP8,226$385.0K0.00%2025-12-31
418Bridgewater Advisors Inc.8,058$381.9K0.00%2025-12-31
419CARY STREET PARTNERS FINANCIAL LLC8,025$375.6K0.00%2025-12-31
420Asset Dedication, LLC8,025$375.6K0.00%2025-12-31
421New Dimensions Wealth Management, LLC8,009$374.8K0.00%2025-12-31
422RIVERCHASE WEALTH MANAGEMENT, LLC7,973$373.1K0.00%2025-12-31
423Signal Advisors Wealth, LLC7,964$372.7K0.00%2025-12-31
424CARY STREET PARTNERS INVESTMENT ADVISORY LLC7,931$371.2K0.00%2025-12-31
425Sepio Capital, LP7,828$366.4K0.00%2025-12-31
426Midwest Trust Co7,770$363.6K0.00%2025-12-31
427Blue Trust, Inc.7,711$360.9K0.00%2025-12-31
428LAM GROUP, INC.7,555$353.6K0.00%2025-12-31
429SIGNATUREFD, LLC7,414$347.0K0.00%2025-12-31
430BAKER BOYER NATIONAL BANK7,339$343.5K0.00%2025-12-31
431OneAscent Financial Services LLC7,183$336.2K0.00%2025-12-31
432Stark Wealth Management LLC8,194$331.8K0.00%2025-12-31
433TITLEIST ASSET MANAGEMENT, LLC7,050$329.9K0.00%2025-12-31
434Summit Financial Wealth Advisors, LLC7,000$327.6K0.00%2025-12-31
435L.K. Benson & Company, P.C.6,979$326.6K0.00%2025-12-31
436Index Fund Advisors, Inc.6,909$323.3K0.00%2025-12-31
437GREAT VALLEY ADVISOR GROUP, INC.6,787$317.6K0.00%2025-12-31
438IHT Wealth Management, LLC6,772$316.9K0.00%2025-12-31
439Wedmont Private Capital6,659$316.2K0.00%2025-12-31
440Liberty Capital Management, Inc.6,744$315.6K0.00%2025-12-31
4411ST SOURCE BANK6,720$314.5K0.00%2025-12-31
442Brindle & Bay Financial Advisors, LLC6,711$314.1K0.00%2025-12-31
443Cooper Financial Group6,709$314.0K0.00%2025-12-31
444RHS Financial, LLC6,650$311.2K0.00%2025-12-31
445Vawter Financial, Ltd.6,644$310.9K0.00%2025-12-31
446Cornerstone Wealth Management, LLC6,621$309.9K0.00%2025-12-31
447Essex Financial Services, Inc.6,614$309.6K0.00%2025-12-31
448Pine Harbor Wealth Management, LLC6,545$306.3K0.00%2025-12-31
449Brookstone Capital Management6,516$305.0K0.00%2025-12-31
450Shearwater Capital LLC6,225$291.3K0.00%2025-12-31
451CPA Asset Management LLC6,206$290.4K0.00%2025-12-31
452PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV6,094$285.2K0.00%2025-12-31
453Core Wealth Management, Inc.6,048$283.0K0.00%2025-12-31
454Talisman Wealth Advisors LLC8,549$281.9K0.00%2025-12-31
455DOPKINS WEALTH MANAGEMENT, LLC6,007$281.1K0.00%2025-12-31
456Friday Financial5,994$280.5K0.00%2025-12-31
457ARS Wealth Advisors Group, LLC5,960$278.9K0.00%2025-12-31