CUSIP 25434V203
DIMENSIONAL ETF TRUST
443 institutions · $9.81B total · 257,265,514 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | 14,695,589 | $560.0M | 5.71% | 2025-12-31 |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 10,028,930 | $382.2M | 3.89% | 2025-12-31 |
| 3 | &PARTNERS | 8,363,568 | $316.7M | 3.25% | 2025-12-31 |
| 4 | SYM FINANCIAL Corp | 6,608,532 | $251.9M | 2.56% | 2025-12-31 |
| 5 | NORTHERN TRUST CORP | 5,786,565 | $220.5M | 2.24% | 2025-12-31 |
| 6 | COLDSTREAM CAPITAL MANAGEMENT INC | 5,502,216 | $209.7M | 2.13% | 2025-12-31 |
| 7 | Royal Bank of Canada | 4,998,402 | $190.5M | 1.94% | 2025-12-31 |
| 8 | BANK OF AMERICA CORP /DE/ | 4,372,460 | $166.6M | 1.69% | 2025-12-31 |
| 9 | UBS Group AG | 3,984,535 | $151.9M | 1.54% | 2025-12-31 |
| 10 | Root Financial Partners, LLC | 3,968,477 | $151.2M | 1.54% | 2025-12-31 |
| 11 | Moisand Fitzgerald Tamayo, LLC | 3,627,710 | $138.3M | 1.41% | 2025-12-31 |
| 12 | Vise Technologies, Inc. | 3,408,299 | $129.9M | 1.32% | 2025-12-31 |
| 13 | LPL Financial LLC | 3,320,899 | $126.6M | 1.29% | 2025-12-31 |
| 14 | Pure Financial Advisors, LLC | 2,997,998 | $114.3M | 1.16% | 2025-12-31 |
| 15 | Mariner, LLC | 2,836,452 | $108.1M | 1.10% | 2025-12-31 |
| 16 | One Capital Management, LLC | 2,820,648 | $107.5M | 1.09% | 2025-12-31 |
| 17 | OneDigital Investment Advisors LLC | 2,707,178 | $103.2M | 1.05% | 2025-12-31 |
| 18 | EVOKE WEALTH, LLC | 2,681,334 | $102.2M | 1.04% | 2025-12-31 |
| 19 | Sequoia Financial Advisors, LLC | 2,654,500 | $101.2M | 1.03% | 2025-12-31 |
| 20 | Clearstead Advisors, LLC | 2,652,589 | $101.1M | 1.03% | 2025-12-31 |
| 21 | HighTower Advisors, LLC | 2,508,968 | $95.6M | 0.97% | 2025-12-31 |
| 22 | Corient Private Wealth LLC | 2,481,014 | $94.4M | 0.96% | 2025-12-31 |
| 23 | Focus Partners Wealth | 2,288,109 | $87.2M | 0.88% | 2025-12-31 |
| 24 | Marquette Asset Management, LLC | 2,205,032 | $84.0M | 0.85% | 2025-12-31 |
| 25 | Cetera Investment Advisers | 2,094,912 | $79.8M | 0.81% | 2025-12-31 |
| 26 | MASECO LLP | 2,067,454 | $78.8M | 0.80% | 2025-12-31 |
| 27 | Wealthspire Advisors, LLC | 2,047,512 | $78.0M | 0.79% | 2025-12-31 |
| 28 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,925,835 | $75.0M | 0.74% | 2025-12-31 |
| 29 | Beacon Pointe Advisors, LLC | 1,963,369 | $74.8M | 0.76% | 2025-12-31 |
| 30 | EP Wealth Advisors, LLC | 1,905,347 | $72.6M | 0.74% | 2025-12-31 |
| 31 | JANE STREET GROUP, LLC | 1,900,000 | $72.4M | 0.73% | 2025-12-31 |
| 32 | LVZ, Inc. | 1,863,526 | $71.0M | 0.72% | 2025-12-31 |
| 33 | RAM Investment Partners, LLC | 1,857,465 | $70.8M | 0.72% | 2025-12-31 |
| 34 | FIRST NATIONAL BANK OF OMAHA | 1,848,618 | $70.5M | 0.71% | 2025-12-31 |
| 35 | Zhang Financial LLC | 1,824,816 | $69.5M | 0.70% | 2025-12-31 |
| 36 | Berman McAleer LLC | 1,794,381 | $68.4M | 0.69% | 2025-12-31 |
| 37 | Focus Partners Advisor Solutions, LLC | 1,783,798 | $68.0M | 0.69% | 2025-12-31 |
| 38 | COMMONWEALTH EQUITY SERVICES, LLC | 1,755,694 | $66.9M | 0.68% | 2025-12-31 |
| 39 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,729,901 | $65.9M | 0.67% | 2025-12-31 |
| 40 | Financial Management Professionals, Inc. | 1,664,646 | $63.4M | 0.64% | 2025-12-31 |
| 41 | RVW Wealth, LLC | 1,494,475 | $57.0M | 0.58% | 2025-12-31 |
| 42 | BRIGHTON JONES LLC | 1,481,005 | $56.4M | 0.57% | 2025-12-31 |
| 43 | Bedel Financial Consulting, Inc. | 1,458,188 | $55.6M | 0.56% | 2025-12-31 |
| 44 | Apollon Wealth Management, LLC | 1,432,482 | $54.6M | 0.55% | 2025-12-31 |
| 45 | McIlrath & Eck, LLC | 1,395,818 | $53.2M | 0.54% | 2025-12-31 |
| 46 | Wealth Dimensions Group, Ltd. | 1,370,853 | $52.2M | 0.53% | 2025-12-31 |
| 47 | Bridgewater Advisors Inc. | 1,321,376 | $52.1M | 0.51% | 2025-12-31 |
| 48 | Pioneer Wealth Management Group | 1,320,003 | $50.3M | 0.51% | 2025-12-31 |
| 49 | First National Advisers, LLC | 1,267,804 | $48.3M | 0.49% | 2025-12-31 |
| 50 | Great Point Wealth Advisors, LLC | 1,221,532 | $46.6M | 0.47% | 2025-12-31 |
| 51 | Aquire Wealth Advisors, LLC | 1,207,997 | $46.0M | 0.46% | 2025-12-31 |
| 52 | Spinnaker Investment Group, LLC | 1,181,987 | $45.0M | 0.45% | 2025-12-31 |
| 53 | MERCER GLOBAL ADVISORS INC /ADV | 1,178,866 | $44.9M | 0.45% | 2025-12-31 |
| 54 | Private Advisor Group, LLC | 1,113,323 | $42.4M | 0.43% | 2025-12-31 |
| 55 | Kestra Investment Management, LLC | 1,097,089 | $41.8M | 0.42% | 2025-12-31 |
| 56 | Arista Wealth Management, LLC | 1,086,178 | $41.4M | 0.42% | 2025-12-31 |
| 57 | MATHER GROUP, LLC. | 1,076,494 | $41.0M | 0.41% | 2025-12-31 |
| 58 | NewEdge Advisors, LLC | 1,067,780 | $40.7M | 0.41% | 2025-12-31 |
| 59 | Prudent Man Investment Management, Inc. | 1,055,531 | $40.2M | 0.41% | 2025-12-31 |
| 60 | MAI Capital Management | 1,054,858 | $40.2M | 0.41% | 2025-12-31 |
| 61 | Savant Capital, LLC | 1,049,261 | $40.0M | 0.40% | 2025-12-31 |
| 62 | JFS WEALTH ADVISORS, LLC | 1,012,577 | $38.6M | 0.39% | 2025-12-31 |
| 63 | Chico Wealth RIA | 972,176 | $37.0M | 0.37% | 2025-12-31 |
| 64 | SAX WEALTH ADVISORS, LLC | 959,742 | $36.6M | 0.37% | 2025-12-31 |
| 65 | Perigon Wealth Management, LLC | 955,311 | $36.4M | 0.37% | 2025-12-31 |
| 66 | Pallas Capital Advisors LLC | 942,337 | $35.9M | 0.36% | 2025-12-31 |
| 67 | Austin Wealth Management, LLC | 914,820 | $35.6M | 0.35% | 2025-12-31 |
| 68 | SC&H Financial Advisors, Inc. | 900,258 | $34.3M | 0.34% | 2025-12-31 |
| 69 | Smartleaf Asset Management LLC | 894,728 | $34.3M | 0.34% | 2025-12-31 |
| 70 | EARNED WEALTH ADVISORS, LLC | 890,928 | $34.0M | 0.34% | 2025-12-31 |
| 71 | MISSION WEALTH MANAGEMENT, LP | 878,847 | $33.5M | 0.34% | 2025-12-31 |
| 72 | Stadion Money Management, LLC | 862,586 | $32.9M | 0.33% | 2025-12-31 |
| 73 | LRI Investments, LLC | 855,347 | $32.6M | 0.33% | 2025-12-31 |
| 74 | Everhart Financial Group, Inc. | 848,859 | $32.4M | 0.32% | 2025-12-31 |
| 75 | MML INVESTORS SERVICES, LLC | 848,806 | $32.3M | 0.32% | 2025-12-31 |
| 76 | McKinley Carter Wealth Services, Inc. | 824,882 | $31.4M | 0.32% | 2025-12-31 |
| 77 | Crusonia Wealth Advisors LLC | 804,301 | $30.7M | 0.31% | 2025-12-31 |
| 78 | Monument Group Wealth Advisors, LLC | 799,679 | $30.5M | 0.31% | 2025-12-31 |
| 79 | Baird Financial Group, Inc. | 791,632 | $30.2M | 0.30% | 2025-12-31 |
| 80 | Aptus Capital Advisors, LLC | 784,645 | $29.9M | 0.30% | 2025-12-31 |
| 81 | Joseph Group Capital Management | 776,235 | $29.6M | 0.30% | 2025-12-31 |
| 82 | Valued Wealth Advisors LLC | 769,808 | $29.3M | 0.29% | 2025-12-31 |
| 83 | Physician Wealth Advisors, Inc. | 759,225 | $28.9M | 0.29% | 2025-12-31 |
| 84 | FIDUCIARY FINANCIAL GROUP, LLC | 733,079 | $27.9M | 0.28% | 2025-12-31 |
| 85 | Keyes, Stange & Wooten Wealth Management, LLC | 727,037 | $27.7M | 0.28% | 2025-12-31 |
| 86 | Stonehearth Capital Management, LLC | 713,950 | $27.2M | 0.27% | 2025-12-31 |
| 87 | Allworth Financial LP | 713,436 | $27.2M | 0.27% | 2025-12-31 |
| 88 | Kure Advisory, LLC | 712,657 | $27.2M | 0.27% | 2025-12-31 |
| 89 | World Investment Advisors | 715,468 | $27.1M | 0.27% | 2025-12-31 |
| 90 | AXXCESS WEALTH MANAGEMENT, LLC | 711,805 | $27.1M | 0.27% | 2025-12-31 |
| 91 | Creative Planning | 701,795 | $26.7M | 0.27% | 2025-12-31 |
| 92 | Pathstone Holdings, LLC | 695,513 | $26.5M | 0.27% | 2025-12-31 |
| 93 | RAYMOND JAMES FINANCIAL INC | 694,016 | $26.4M | 0.26% | 2025-12-31 |
| 94 | OSAIC HOLDINGS, INC. | 687,198 | $26.2M | 0.26% | 2025-12-31 |
| 95 | Rockefeller Capital Management L.P. | 680,911 | $25.9M | 0.26% | 2025-12-31 |
| 96 | DecisionPoint Financial, LLC | 678,733 | $25.9M | 0.26% | 2025-12-31 |
| 97 | Advisory Alpha, LLC | 668,022 | $25.5M | 0.25% | 2025-12-31 |
| 98 | Curated Wealth Partners LLC | 660,014 | $25.2M | 0.25% | 2025-12-31 |
| 99 | Berger Financial Group, Inc | 650,447 | $24.8M | 0.25% | 2025-12-31 |
| 100 | Cerity Partners LLC | 645,046 | $24.6M | 0.25% | 2025-12-31 |
| 101 | Consilium Wealth Advisory, LLC | 640,191 | $24.4M | 0.24% | 2025-12-31 |
| 102 | BROGAN FINANCIAL, INC. | 632,597 | $24.1M | 0.24% | 2025-12-31 |
| 103 | Chicago Partners Investment Group LLC | 592,456 | $23.6M | 0.23% | 2025-12-31 |
| 104 | D.A. DAVIDSON & CO. | 618,769 | $23.6M | 0.24% | 2025-12-31 |
| 105 | BWM Planning, LLC | 615,859 | $23.5M | 0.23% | 2025-12-31 |
| 106 | TCP Asset Management, LLC | 610,793 | $23.3M | 0.23% | 2025-12-31 |
| 107 | Heritage Wealth Management, Inc./Texas | 607,052 | $23.1M | 0.23% | 2025-12-31 |
| 108 | Evanson Asset Management, LLC | 603,362 | $23.0M | 0.23% | 2025-12-31 |
| 109 | Plancorp, LLC | 601,293 | $22.9M | 0.23% | 2025-12-31 |
| 110 | Allodium Investment Consultants, LLC | 579,132 | $22.1M | 0.22% | 2025-12-31 |
| 111 | Forum Private Client Group LLC | 575,380 | $21.9M | 0.22% | 2025-12-31 |
| 112 | Fonville Wealth Management LLC | 571,611 | $21.8M | 0.22% | 2025-12-31 |
| 113 | LEGACY FINANCIAL GROUP, INC. | 568,967 | $21.7M | 0.22% | 2025-12-31 |
| 114 | AWM CAPITAL, LLC | 561,088 | $21.4M | 0.21% | 2025-12-31 |
| 115 | Kestra Advisory Services, LLC | 560,569 | $21.4M | 0.21% | 2025-12-31 |
| 116 | Spectrum Investment Advisors, Inc. | 556,228 | $21.2M | 0.21% | 2025-12-31 |
| 117 | Next Level Wealth Planning, LLC | 516,610 | $19.7M | 0.20% | 2025-12-31 |
| 118 | Essential Planning, LLC. | 510,887 | $19.5M | 0.19% | 2025-12-31 |
| 119 | Dynamic Advisor Solutions LLC | 503,402 | $19.2M | 0.19% | 2025-12-31 |
| 120 | Allegiance Financial Group Advisory Services LLC | 501,378 | $19.1M | 0.19% | 2025-12-31 |
| 121 | Financial Alternatives, Inc | 498,169 | $19.0M | 0.19% | 2025-12-31 |
| 122 | BUILDER INVESTMENT GROUP INC /ADV | 495,879 | $18.9M | 0.19% | 2025-12-31 |
| 123 | Vermillion & White Wealth Management Group, LLC | 481,178 | $18.4M | 0.18% | 2025-12-31 |
| 124 | Wealthquest Corp | 479,202 | $18.3M | 0.18% | 2025-12-31 |
| 125 | SouthState Corp | 473,444 | $18.0M | 0.18% | 2025-12-31 |
| 126 | DIVERSIFY WEALTH MANAGEMENT, LLC | 452,570 | $17.8M | 0.17% | 2025-12-31 |
| 127 | CAPTRUST FINANCIAL ADVISORS | 443,947 | $16.9M | 0.17% | 2025-12-31 |
| 128 | CPA Asset Management LLC | 431,657 | $16.5M | 0.16% | 2025-12-31 |
| 129 | Quantum Financial Advisors, LLC | 418,840 | $16.0M | 0.16% | 2025-12-31 |
| 130 | OKABENA INVESTMENT SERVICES INC | 410,787 | $15.7M | 0.15% | 2025-12-31 |
| 131 | Financial Engines Advisors L.L.C. | 409,538 | $15.6M | 0.15% | 2025-12-31 |
| 132 | Oak Wealth Advisors LLC | 407,982 | $15.5M | 0.15% | 2025-12-31 |
| 133 | Note Advisors, LLC | 387,968 | $15.3M | 0.15% | 2025-12-31 |
| 134 | Private Wealth Management Group, LLC | 398,025 | $15.2M | 0.15% | 2025-12-31 |
| 135 | TRUIST FINANCIAL CORP | 397,777 | $15.2M | 0.15% | 2025-12-31 |
| 136 | Envision Financial Planning, LLC | 396,380 | $15.1M | 0.15% | 2025-12-31 |
| 137 | LIBERTY WEALTH MANAGEMENT LLC | 394,707 | $15.0M | 0.15% | 2025-12-31 |
| 138 | PINNACLE ASSOCIATES LTD | 392,029 | $14.9M | 0.15% | 2025-12-31 |
| 139 | Pinnacle Wealth Management Advisory Group, LLC | 391,729 | $14.9M | 0.15% | 2025-12-31 |
| 140 | Diversified Portfolios, Inc. | 391,367 | $14.9M | 0.15% | 2025-12-31 |
| 141 | Charter Capital Management, LLC\DE | 390,347 | $14.9M | 0.15% | 2025-12-31 |
| 142 | tru Independence LLC | 389,220 | $14.8M | 0.15% | 2025-12-31 |
| 143 | CURIO WEALTH, LLC | 386,941 | $14.8M | 0.15% | 2025-12-31 |
| 144 | DeLarme Wealth Management, Inc. | 388,846 | $14.8M | 0.15% | 2025-12-31 |
| 145 | Midwest Heritage Bank, FSB | 382,023 | $14.6M | 0.14% | 2025-12-31 |
| 146 | Arcadia Wealth Management, Inc. | 378,900 | $14.4M | 0.14% | 2025-12-31 |
| 147 | Archvest Wealth Advisors, Inc. | 378,128 | $14.4M | 0.14% | 2025-12-31 |
| 148 | Sterling Wealth Advisors Inc | 377,335 | $14.4M | 0.14% | 2025-12-31 |
| 149 | Mendota Financial Group, LLC | 372,093 | $14.2M | 0.14% | 2025-12-31 |
| 150 | Parkshore Wealth Management, Inc. | 370,585 | $14.1M | 0.14% | 2025-12-31 |
| 151 | EVERMAY WEALTH MANAGEMENT LLC | 367,406 | $14.0M | 0.14% | 2025-12-31 |
| 152 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 367,312 | $14.0M | 0.14% | 2025-12-31 |
| 153 | EXENCIAL WEALTH ADVISORS, LLC | 365,037 | $13.9M | 0.14% | 2025-12-31 |
| 154 | Graver Capital Management, LLC | 364,256 | $13.9M | 0.14% | 2025-12-31 |
| 155 | Advantage Trust Co | 361,662 | $13.8M | 0.14% | 2025-12-31 |
| 156 | Jacobi Capital Management LLC | 359,100 | $13.7M | 0.13% | 2025-12-31 |
| 157 | Morling Financial Advisors, LLC | 358,621 | $13.7M | 0.13% | 2025-12-31 |
| 158 | Larson Financial Group LLC | 354,263 | $13.5M | 0.13% | 2025-12-31 |
| 159 | Modera Wealth Management, LLC | 353,507 | $13.5M | 0.13% | 2025-12-31 |
| 160 | Employees' Retirement Fund of the City of Fort Worth | 352,800 | $13.4M | 0.13% | 2025-12-31 |
| 161 | Fermata Advisors, LLC | 347,821 | $13.3M | 0.13% | 2025-12-31 |
| 162 | GUARDIAN WEALTH ADVISORS, LLC / NC | 341,109 | $13.0M | 0.13% | 2025-12-31 |
| 163 | CVA Family Office, LLC | 331,751 | $12.6M | 0.12% | 2025-12-31 |
| 164 | Guardian Wealth Management, LLC | 329,016 | $12.5M | 0.12% | 2025-12-31 |
| 165 | BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 328,806 | $12.5M | 0.12% | 2025-12-31 |
| 166 | AlTi Global, Inc. | 328,386 | $12.5M | 0.12% | 2025-12-31 |
| 167 | ENTREWEALTH, LLC | 305,372 | $12.5M | 0.11% | 2025-12-31 |
| 168 | Equitable Holdings, Inc. | 321,566 | $12.3M | 0.12% | 2025-12-31 |
| 169 | Concurrent Investment Advisors, LLC | 320,305 | $12.2M | 0.12% | 2025-12-31 |
| 170 | Well Done, LLC | 320,178 | $12.2M | 0.12% | 2025-12-31 |
| 171 | Thayer Financial, L.L.C. | 312,941 | $11.9M | 0.12% | 2025-12-31 |
| 172 | Vermillion Wealth Management, Inc. | 304,876 | $11.6M | 0.11% | 2025-12-31 |
| 173 | AlphaStar Capital Management, LLC | 302,276 | $11.5M | 0.11% | 2025-12-31 |
| 174 | MONOGRAPH WEALTH ADVISORS, LLC | 302,235 | $11.5M | 0.11% | 2025-12-31 |
| 175 | GEM Asset Management, LLC | 293,559 | $11.4M | 0.11% | 2025-12-31 |
| 176 | CLARIS ADVISORS, LLC / MO / | 294,465 | $11.2M | 0.11% | 2025-12-31 |
| 177 | Fort Henry Capital, LLC | 293,009 | $11.2M | 0.11% | 2025-12-31 |
| 178 | Forza Wealth Management, LLC | 291,349 | $11.1M | 0.11% | 2025-12-31 |
| 179 | Tortoise Investment Management, LLC | 289,962 | $11.1M | 0.11% | 2025-12-31 |
| 180 | Trailhead Planners LLC | 287,109 | $10.9M | 0.11% | 2025-12-31 |
| 181 | Ledgewood Wealth Advisors, LLC | 285,623 | $10.9M | 0.11% | 2025-12-31 |
| 182 | American Capital Advisory, LLC | 284,729 | $10.9M | 0.11% | 2025-12-31 |
| 183 | D.B. Root & Company, LLC | 283,630 | $10.8M | 0.11% | 2025-12-31 |
| 184 | B&D White Capital Company, LLC | 280,056 | $10.7M | 0.10% | 2025-12-31 |
| 185 | Birchcreek Wealth Management, LLC | 277,678 | $10.6M | 0.10% | 2025-12-31 |
| 186 | Argo Wealth Advisory, LLC | 275,700 | $10.5M | 0.10% | 2025-12-31 |
| 187 | PURE PORTFOLIOS HOLDINGS LLC | 275,475 | $10.5M | 0.10% | 2025-12-31 |
| 188 | Two West Capital Advisors LLC | 275,160 | $10.5M | 0.10% | 2025-12-31 |
| 189 | Shira Ridge Wealth Management | 274,699 | $10.5M | 0.10% | 2025-12-31 |
| 190 | Beckerman Institutional, LLC | 273,063 | $10.4M | 0.10% | 2025-12-31 |
| 191 | Platform Wealth Management, LLC | 272,128 | $10.4M | 0.10% | 2025-12-31 |
| 192 | NORTHWEST WEALTH MANAGEMENT, LLC | 265,187 | $10.1M | 0.10% | 2025-12-31 |
| 193 | Bay Harbor Wealth Management, LLC | 252,510 | $9.6M | 0.09% | 2025-12-31 |
| 194 | HUTCHINSON CAPITAL MANAGEMENT/CA | 247,461 | $9.4M | 0.09% | 2025-12-31 |
| 195 | STIFEL FINANCIAL CORP | 243,901 | $9.3M | 0.09% | 2025-12-31 |
| 196 | Coyle Financial Counsel LLC | 242,768 | $9.3M | 0.09% | 2025-12-31 |
| 197 | My Personal CFO, LLC | 237,462 | $9.0M | 0.09% | 2025-12-31 |
| 198 | Lionshead Wealth Management, LLC | 233,188 | $8.9M | 0.09% | 2025-12-31 |
| 199 | Westwood Wealth Management | 233,188 | $8.9M | 0.09% | 2025-12-31 |
| 200 | SUTTON PLACE INVESTORS LLC | 228,265 | $8.7M | 0.08% | 2025-12-31 |
| 201 | Farther Finance Advisors, LLC | 226,184 | $8.6M | 0.08% | 2025-12-31 |
| 202 | Edge Financial Advisors LLC | 226,035 | $8.6M | 0.08% | 2025-12-31 |
| 203 | Helen Stephens Group, LLC | 225,329 | $8.6M | 0.08% | 2025-12-31 |
| 204 | Florida Trust Wealth Management Co | 225,007 | $8.6M | 0.08% | 2025-12-31 |
| 205 | Security Financial Services, INC. | 223,808 | $8.5M | 0.08% | 2025-12-31 |
| 206 | ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 220,293 | $8.4M | 0.08% | 2025-12-31 |
| 207 | Aegis Wealth Management LLC | 220,100 | $8.4M | 0.08% | 2025-12-31 |
| 208 | SB Capital Management Inc | 219,857 | $8.4M | 0.08% | 2025-12-31 |
| 209 | GeoWealth Management, LLC | 216,839 | $8.3M | 0.08% | 2025-12-31 |
| 210 | MARYLAND CAPITAL ADVISORS INC. | 216,531 | $8.3M | 0.08% | 2025-12-31 |
| 211 | Aznar Financial Advisors, LLC | 214,986 | $8.2M | 0.08% | 2025-12-31 |
| 212 | Arax Advisory Partners | 212,796 | $8.1M | 0.08% | 2025-12-31 |
| 213 | Clarity Capital Advisors, LLC | 212,600 | $8.1M | 0.08% | 2025-12-31 |
| 214 | Avior Wealth Management, LLC | 212,497 | $8.1M | 0.08% | 2025-12-31 |
| 215 | FinDec Wealth Services, Inc. | 212,312 | $8.1M | 0.08% | 2025-12-31 |
| 216 | HB Wealth Management, LLC | 211,642 | $8.1M | 0.08% | 2025-12-31 |
| 217 | SpringVest Wealth Management LLC | 209,489 | $8.0M | 0.08% | 2025-12-31 |
| 218 | Colony Family Offices, LLC | 208,142 | $7.9M | 0.08% | 2025-12-31 |
| 219 | StoneX Group Inc. | 207,065 | $7.9M | 0.08% | 2025-12-31 |
| 220 | Glass Jacobson Investment Advisors llc | 204,969 | $7.8M | 0.07% | 2025-12-31 |
| 221 | Apella Capital, LLC | 204,700 | $7.8M | 0.07% | 2025-12-31 |
| 222 | Prodigy Asset Management LLC | 200,789 | $7.7M | 0.07% | 2025-12-31 |
| 223 | Arkadios Wealth Advisors | 200,716 | $7.6M | 0.07% | 2025-12-31 |
| 224 | SENTINEL WEALTH MANAGEMENT, INC. | 199,895 | $7.6M | 0.07% | 2025-12-31 |
| 225 | BANK OF MONTREAL /CAN/ | 198,809 | $7.6M | 0.07% | 2025-12-31 |
| 226 | CFS Investment Advisory Services, LLC | 197,751 | $7.5M | 0.07% | 2025-12-31 |
| 227 | Cresset Asset Management, LLC | 197,243 | $7.5M | 0.07% | 2025-12-31 |
| 228 | Werba Rubin Papier Wealth Management | 191,195 | $7.3M | 0.07% | 2025-12-31 |
| 229 | Orion Porfolio Solutions, LLC | 191,026 | $7.3M | 0.07% | 2025-12-31 |
| 230 | ArborFi Advisors, LLC | 189,942 | $7.2M | 0.07% | 2025-12-31 |
| 231 | TCI Wealth Advisors, Inc. | 187,496 | $7.1M | 0.07% | 2025-12-31 |
| 232 | United Advisor Group, LLC | 185,630 | $7.1M | 0.07% | 2025-12-31 |
| 233 | Indivisible Partners | 185,509 | $7.1M | 0.07% | 2025-12-31 |
| 234 | 180 WEALTH ADVISORS, LLC | 185,335 | $7.1M | 0.07% | 2025-12-31 |
| 235 | 1900 WEALTH MANAGEMENT LLC | 182,176 | $6.9M | 0.07% | 2025-12-31 |
| 236 | Waverly Advisors, LLC | 178,600 | $6.8M | 0.06% | 2025-12-31 |
| 237 | WEALTHSPAN PARTNERS, LLC | 178,415 | $6.8M | 0.06% | 2025-12-31 |
| 238 | CreativeOne Wealth, LLC | 175,734 | $6.7M | 0.06% | 2025-12-31 |
| 239 | Main Street Financial Solutions, LLC | 175,487 | $6.7M | 0.06% | 2025-12-31 |
| 240 | Hurlow Wealth Management Group, Inc. | 175,291 | $6.7M | 0.06% | 2025-12-31 |
| 241 | Premier Path Wealth Partners, LLC | 172,361 | $6.6M | 0.06% | 2025-12-31 |
| 242 | PLANWISER FINANCIAL, LLC | 166,344 | $6.6M | 0.06% | 2025-12-31 |
| 243 | BROWN ADVISORY INC | 171,917 | $6.6M | 0.06% | 2025-12-31 |
| 244 | KEB ASSET MANAGEMENT, LLC | 170,314 | $6.5M | 0.06% | 2025-12-31 |
| 245 | AE Wealth Management LLC | 169,039 | $6.4M | 0.06% | 2025-12-31 |
| 246 | JPL Wealth Management, LLC | 168,223 | $6.4M | 0.06% | 2025-12-31 |
| 247 | JPMORGAN CHASE & CO | 167,365 | $6.4M | 0.06% | 2025-12-31 |
| 248 | OAK HARBOR WEALTH PARTNERS, LLC | 167,127 | $6.4M | 0.06% | 2025-12-31 |
| 249 | Apollon Financial, LLC | 164,333 | $6.3M | 0.06% | 2025-12-31 |
| 250 | Baring Financial LLC | 164,143 | $6.3M | 0.06% | 2025-12-31 |
| 251 | RFG Advisory, LLC | 163,947 | $6.2M | 0.06% | 2025-12-31 |
| 252 | Keating Financial Advisory Services, Inc. | 160,590 | $6.1M | 0.06% | 2025-12-31 |
| 253 | Mustard Seed Financial, LLC | 160,260 | $6.1M | 0.06% | 2025-12-31 |
| 254 | North Capital, Inc. | 159,458 | $6.1M | 0.06% | 2025-12-31 |
| 255 | Patriot Financial Group Insurance Agency, LLC | 156,873 | $6.0M | 0.06% | 2025-12-31 |
| 256 | Syverson Strege & Co | 155,674 | $5.9M | 0.06% | 2025-12-31 |
| 257 | FMB WEALTH MANAGEMENT | 154,947 | $5.9M | 0.06% | 2025-12-31 |
| 258 | Tillman Hartley LLC | 153,705 | $5.9M | 0.05% | 2025-12-31 |
| 259 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 151,722 | $5.8M | 0.05% | 2025-12-31 |
| 260 | FORTERIS WEALTH MANAGEMENT INC. | 151,498 | $5.8M | 0.05% | 2025-12-31 |
| 261 | Dodds Wealth, LLC | 149,348 | $5.7M | 0.05% | 2025-12-31 |
| 262 | Lynx Investment Advisory | 148,492 | $5.7M | 0.05% | 2025-12-31 |
| 263 | First Financial Group Corp | 145,336 | $5.5M | 0.05% | 2025-12-31 |
| 264 | COWA, LLC | 144,588 | $5.5M | 0.05% | 2025-12-31 |
| 265 | Quad-Cities Investment Group, LLC | 143,591 | $5.5M | 0.05% | 2025-12-31 |
| 266 | ROBINSON SMITH WEALTH ADVISORS LLC | 142,623 | $5.4M | 0.05% | 2025-12-31 |
| 267 | Sanctuary Advisors, LLC | 137,673 | $5.2M | 0.05% | 2025-12-31 |
| 268 | Oceanside Advisors LLC | 136,435 | $5.2M | 0.05% | 2025-12-31 |
| 269 | DBK Financial Counsel, LLC | 135,604 | $5.2M | 0.05% | 2025-12-31 |
| 270 | Heritage Financial Services, LLC | 133,568 | $5.1M | 0.05% | 2025-12-31 |
| 271 | Capstone Wealth Management, Inc. | 131,334 | $5.0M | 0.05% | 2025-12-31 |
| 272 | Plan Group Financial, LLC | 130,695 | $5.0M | 0.05% | 2025-12-31 |
| 273 | RBF Capital, LLC | 130,000 | $5.0M | 0.05% | 2025-12-31 |
| 274 | AdvisorNet Financial, Inc | 128,254 | $4.9M | 0.04% | 2025-12-31 |
| 275 | Live Oak Private Wealth LLC | 126,630 | $4.8M | 0.04% | 2025-12-31 |
| 276 | Newman Dignan & Sheerar, Inc. | 124,601 | $4.7M | 0.04% | 2025-12-31 |
| 277 | U.S. Capital Wealth Advisors, LLC | 123,563 | $4.7M | 0.04% | 2025-12-31 |
| 278 | Trinity Financial Advisors LLC | 120,283 | $4.6M | 0.04% | 2025-12-31 |
| 279 | PFG Advisors | 120,171 | $4.6M | 0.04% | 2025-12-31 |
| 280 | Mach-1 Financial Group, LLC | 119,083 | $4.5M | 0.04% | 2025-12-31 |
| 281 | Redwood Park Advisors LLC | 117,286 | $4.5M | 0.04% | 2025-12-31 |
| 282 | Ausdal Financial Partners, Inc. | 117,182 | $4.5M | 0.04% | 2025-12-31 |
| 283 | Ares Financial Consulting, LLC | 116,444 | $4.4M | 0.04% | 2025-12-31 |
| 284 | CGN Advisors LLC | 112,047 | $4.3M | 0.04% | 2025-12-31 |
| 285 | Sollinda Capital Management LLC | 111,212 | $4.2M | 0.04% | 2025-12-31 |
| 286 | ERn Financial, LLC | 111,151 | $4.2M | 0.04% | 2025-12-31 |
| 287 | Weinberger Asset Management, Inc | 109,585 | $4.2M | 0.04% | 2025-12-31 |
| 288 | Pinnacle Financial Group, LLC / IL | 108,194 | $4.1M | 0.04% | 2025-12-31 |
| 289 | APS Management Group, Inc. | 107,875 | $4.1M | 0.04% | 2025-12-31 |
| 290 | BAKER BOYER NATIONAL BANK | 107,055 | $4.1M | 0.04% | 2025-12-31 |
| 291 | City State Bank | 106,394 | $4.1M | 0.04% | 2025-12-31 |
| 292 | Waterfront Wealth Inc. | 100,726 | $4.1M | 0.03% | 2025-12-31 |
| 293 | Breakwater Capital Group | 105,313 | $4.0M | 0.04% | 2025-12-31 |
| 294 | Versant Capital Management, Inc | 102,406 | $3.9M | 0.03% | 2025-12-31 |
| 295 | KILNER CAPITAL ADVISORS, LLC | 102,016 | $3.9M | 0.03% | 2025-12-31 |
| 296 | CLG LLC | 101,629 | $3.9M | 0.03% | 2025-12-31 |
| 297 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | 97,675 | $3.8M | 0.03% | 2025-12-31 |
| 298 | Signature Resources Capital Management, LLC | 99,502 | $3.8M | 0.03% | 2025-12-31 |
| 299 | Walleye Partners, LLC | 99,163 | $3.8M | 0.03% | 2025-12-31 |
| 300 | Capstone Wealth Management, LLC | 98,176 | $3.7M | 0.03% | 2025-12-31 |
| 301 | Johnson Wealth Management, LLC | 96,510 | $3.7M | 0.03% | 2025-12-31 |
| 302 | OPTIMA CAPITAL LLC | 96,019 | $3.7M | 0.03% | 2025-12-31 |
| 303 | Mutual Advisors, LLC | 95,563 | $3.6M | 0.03% | 2025-12-31 |
| 304 | Saxony Capital Management, LLC | 94,877 | $3.6M | 0.03% | 2025-12-31 |
| 305 | DHJJ Financial Advisors, Ltd. | 94,514 | $3.6M | 0.03% | 2025-12-31 |
| 306 | FIRST NATIONAL BANK SIOUX FALLS | 94,472 | $3.6M | 0.03% | 2025-12-31 |
| 307 | Timonier Family Office, LTD. | 93,280 | $3.6M | 0.03% | 2025-12-31 |
| 308 | Axis Wealth Partners, LLC | 92,556 | $3.5M | 0.03% | 2025-12-31 |
| 309 | Exeter Financial, LLC | 92,073 | $3.5M | 0.03% | 2025-12-31 |
| 310 | CARDIFF PARK ADVISORS, LLC | 91,640 | $3.5M | 0.03% | 2025-12-31 |
| 311 | Cascade Wealth Advisors, Inc | 84,983 | $3.4M | 0.03% | 2025-12-31 |
| 312 | Advisory Services Network, LLC | 89,568 | $3.4M | 0.03% | 2025-12-31 |
| 313 | Altiora Financial Group, LLC | 88,579 | $3.4M | 0.03% | 2025-12-31 |
| 314 | J HAGAN CAPITAL, INC. | 88,324 | $3.4M | 0.03% | 2025-12-31 |
| 315 | Financial Plan, Inc. | 87,172 | $3.3M | 0.03% | 2025-12-31 |
| 316 | Vantage Point Financial LLC | 86,343 | $3.3M | 0.03% | 2025-12-31 |
| 317 | Approach Retirement Advisors, LLC | 83,672 | $3.2M | 0.03% | 2025-12-31 |
| 318 | Parkwoods Wealth Partners, LLC | 83,278 | $3.2M | 0.03% | 2025-12-31 |
| 319 | Financial Symmetry Inc | 82,649 | $3.1M | 0.03% | 2025-12-31 |
| 320 | Grunden Financial Advisory, Inc. | 80,668 | $3.1M | 0.03% | 2025-12-31 |
| 321 | FIRETHORN WEALTH PARTNERS, LLC | 80,030 | $3.0M | 0.03% | 2025-12-31 |
| 322 | Integrity Investment Advisors, LLC | 78,820 | $3.0M | 0.03% | 2025-12-31 |
| 323 | Magnolia Private Wealth, LLC | 78,437 | $3.0M | 0.03% | 2025-12-31 |
| 324 | Daner Wealth Management, LLC | 71,707 | $3.0M | 0.02% | 2025-12-31 |
| 325 | Integrity Wealth Solutions LLC | 78,175 | $3.0M | 0.03% | 2025-12-31 |
| 326 | Merit Financial Group, LLC | 77,624 | $3.0M | 0.03% | 2025-12-31 |
| 327 | ARK & TLK INVESTMENTS, LLC | 77,585 | $3.0M | 0.03% | 2025-12-31 |
| 328 | REDMONT WEALTH ADVISORS LLC | 77,382 | $2.9M | 0.03% | 2025-12-31 |
| 329 | Capital Investment Advisory Services, LLC | 74,766 | $2.8M | 0.02% | 2025-12-31 |
| 330 | Shearwater Capital LLC | 74,708 | $2.8M | 0.02% | 2025-12-31 |
| 331 | 55 North Private Wealth, LLC | 74,308 | $2.8M | 0.02% | 2025-12-31 |
| 332 | QUARRY HILL ADVISORS, LLC | 73,812 | $2.8M | 0.02% | 2025-12-31 |
| 333 | IFP Advisors, Inc | 73,133 | $2.8M | 0.02% | 2025-12-31 |
| 334 | Lauterbach Financial Advisors, LLC | 72,888 | $2.8M | 0.02% | 2025-12-31 |
| 335 | SEMITAM BONAM LLC | 72,562 | $2.8M | 0.02% | 2025-12-31 |
| 336 | AQR CAPITAL MANAGEMENT LLC | 71,959 | $2.7M | 0.02% | 2025-12-31 |
| 337 | Greenspring Advisors, LLC | 71,001 | $2.7M | 0.02% | 2025-12-31 |
| 338 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 70,340 | $2.7M | 0.02% | 2025-12-31 |
| 339 | Lodestone Wealth Management LLC | 70,122 | $2.7M | 0.02% | 2025-12-31 |
| 340 | American Investment Services, Inc. | 69,901 | $2.7M | 0.02% | 2025-12-31 |
| 341 | CLUNE & ASSOCIATES, LTD. | 69,576 | $2.7M | 0.02% | 2025-12-31 |
| 342 | SwitchPoint Financial Planning, LLC | 69,460 | $2.6M | 0.02% | 2025-12-31 |
| 343 | POINCIANA ADVISORS GROUP, LLC | 69,337 | $2.6M | 0.02% | 2025-12-31 |
| 344 | HFG Wealth Management, LLC | 69,282 | $2.6M | 0.02% | 2025-12-31 |
| 345 | Savvy Advisors, Inc. | 67,872 | $2.6M | 0.02% | 2025-12-31 |
| 346 | Rather & Kittrell, Inc. | 67,629 | $2.6M | 0.02% | 2025-12-31 |
| 347 | Pacific Asset Management, LLC | 67,162 | $2.6M | 0.02% | 2025-12-31 |
| 348 | Capstone Financial Advisors, Inc. | 67,115 | $2.6M | 0.02% | 2025-12-31 |
| 349 | MONETA GROUP INVESTMENT ADVISORS LLC | 67,038 | $2.6M | 0.02% | 2025-12-31 |
| 350 | Invst, LLC | 66,700 | $2.5M | 0.02% | 2025-12-31 |
| 351 | Spire Wealth Management | 66,399 | $2.5M | 0.02% | 2025-12-31 |
| 352 | Powerhouse Assets LLC | 64,070 | $2.4M | 0.02% | 2025-12-31 |
| 353 | Burton Enright Welch | 62,784 | $2.4M | 0.02% | 2025-12-31 |
| 354 | FineMark National Bank & Trust | 60,751 | $2.3M | 0.02% | 2025-12-31 |
| 355 | Wescott Financial Advisory Group, LLC | 59,577 | $2.3M | 0.02% | 2025-12-31 |
| 356 | Vestment Financial LLC | 57,062 | $2.2M | 0.02% | 2025-12-31 |
| 357 | MELFA WEALTH MANAGEMENT, INC. | 58,630 | $2.2M | 0.02% | 2025-12-31 |
| 358 | Investmark Advisory Group LLC | 58,294 | $2.2M | 0.02% | 2025-12-31 |
| 359 | Summit Financial, LLC | 58,161 | $2.2M | 0.02% | 2025-12-31 |
| 360 | Level Wealth Management LLC | 56,801 | $2.2M | 0.02% | 2025-12-31 |
| 361 | Quantinno Capital Management LP | 56,482 | $2.2M | 0.02% | 2025-12-31 |
| 362 | MORGAN STANLEY | 55,399 | $2.1M | 0.02% | 2025-12-31 |
| 363 | Kane Co Wealth Management, Inc. | 54,668 | $2.1M | 0.02% | 2025-12-31 |
| 364 | Boyce & Associates Wealth Consulting, Inc. | 54,653 | $2.1M | 0.02% | 2025-12-31 |
| 365 | Eaton-Cambridge Inc. | 54,649 | $2.1M | 0.02% | 2025-12-31 |
| 366 | Compass Financial Group, INC/SD | 53,368 | $2.0M | 0.02% | 2025-12-31 |
| 367 | SEI INVESTMENTS CO | 52,990 | $2.0M | 0.02% | 2025-12-31 |
| 368 | Integrated Advisors Network LLC | 52,728 | $2.0M | 0.02% | 2025-12-31 |
| 369 | SUMMIT WEALTH GROUP LLC / CO | 51,747 | $2.0M | 0.02% | 2025-12-31 |
| 370 | Cypress Point Wealth Management, LLC | 50,390 | $1.9M | 0.01% | 2025-12-31 |
| 371 | Heritage Wealth Management, Inc. /CA/ | 50,361 | $1.9M | 0.01% | 2025-12-31 |
| 372 | Wealth Advisors Northwest LLC | 50,202 | $1.9M | 0.01% | 2025-12-31 |
| 373 | Avidian Wealth Enterprises, LLC | 50,110 | $1.9M | 0.01% | 2025-12-31 |
| 374 | CarsonAllaria Wealth Management, Ltd. | 50,013 | $1.9M | 0.01% | 2025-12-31 |
| 375 | Arnold Financial Planning LLC | 49,976 | $1.9M | 0.01% | 2025-12-31 |
| 376 | Krilogy Financial LLC | 47,194 | $1.9M | 0.01% | 2025-12-31 |
| 377 | Wealthfront Advisers LLC | 48,818 | $1.9M | 0.01% | 2025-12-31 |
| 378 | Concord Wealth Partners | 48,755 | $1.9M | 0.01% | 2025-12-31 |
| 379 | MGO ONE SEVEN LLC | 47,600 | $1.8M | 0.01% | 2025-12-31 |
| 380 | GWN SECURITIES INC. | 47,038 | $1.8M | 0.01% | 2025-12-31 |
| 381 | Life Planning Partners, Inc | 46,732 | $1.8M | 0.01% | 2025-12-31 |
| 382 | Arcadia Wealth Management, LLC | 46,484 | $1.8M | 0.01% | 2025-12-31 |
| 383 | Washington Trust Advisors, Inc. | 45,486 | $1.7M | 0.01% | 2025-12-31 |
| 384 | Global Retirement Partners, LLC | 45,039 | $1.7M | 0.01% | 2025-12-31 |
| 385 | Legacy Capital Wealth Partners, LLC | 44,456 | $1.7M | 0.01% | 2025-12-31 |
| 386 | Maridea Wealth Management LLC | 43,978 | $1.7M | 0.01% | 2025-12-31 |
| 387 | Leading Edge Financial Planning LLC | 43,787 | $1.7M | 0.01% | 2025-12-31 |
| 388 | International Private Wealth Advisors LLC | 43,768 | $1.7M | 0.01% | 2025-12-31 |
| 389 | ELEVATE WEALTH ADVISORY, INC | 42,773 | $1.6M | 0.01% | 2025-12-31 |
| 390 | Quadrature Capital Ltd | 41,908 | $1.6M | 0.01% | 2025-12-31 |
| 391 | Heritage Investment Group, Inc. | 41,445 | $1.6M | 0.01% | 2025-12-31 |
| 392 | Mraz, Amerine & Associates, Inc. | 41,022 | $1.6M | 0.01% | 2025-12-31 |
| 393 | Meritas Wealth Management, LLC | 40,093 | $1.5M | 0.01% | 2025-12-31 |
| 394 | XY Planning Network, Inc. | 39,474 | $1.5M | 0.01% | 2025-12-31 |
| 395 | G2 CAPITAL MANAGEMENT, LLC / OH | 39,299 | $1.5M | 0.01% | 2025-12-31 |
| 396 | GREAT VALLEY ADVISOR GROUP, INC. | 39,108 | $1.5M | 0.01% | 2025-12-31 |
| 397 | Global Financial Private Client, LLC | 38,967 | $1.5M | 0.01% | 2025-12-31 |
| 398 | Keel Point, LLC | 38,234 | $1.5M | 0.01% | 2025-12-31 |
| 399 | Diversify Advisory Services, LLC | 36,589 | $1.4M | 0.01% | 2025-12-31 |
| 400 | Forum Financial Management, LP | 37,851 | $1.4M | 0.01% | 2025-12-31 |
| 401 | Foundations Investment Advisors, LLC | 37,740 | $1.4M | 0.01% | 2025-12-31 |
| 402 | Pettinga Financial Advisors LLC | 37,570 | $1.4M | 0.01% | 2025-12-31 |
| 403 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 37,006 | $1.4M | 0.01% | 2025-12-31 |
| 404 | SMI Advisory Services, LLC | 35,615 | $1.4M | 0.01% | 2025-12-31 |
| 405 | Foundry Financial LLC | 36,658 | $1.4M | 0.01% | 2025-12-31 |
| 406 | NewEdge Wealth, LLC | 36,634 | $1.4M | 0.01% | 2025-12-31 |
| 407 | Woodside Wealth Management LLC | 36,190 | $1.4M | 0.01% | 2025-12-31 |
| 408 | Olistico Wealth, LLC | 35,987 | $1.4M | 0.01% | 2025-12-31 |
| 409 | Infinity Wealth Counsel, LLC | 35,675 | $1.4M | 0.01% | 2025-12-31 |
| 410 | IFG Advisory, LLC | 34,981 | $1.3M | 0.01% | 2025-12-31 |
| 411 | VESTIA PERSONAL WEALTH ADVISORS | 33,779 | $1.3M | 0.01% | 2025-12-31 |
| 412 | Seneschal Advisors, LLC | 34,510 | $1.3M | 0.01% | 2025-12-31 |
| 413 | Strategent Financial, LLC | 34,146 | $1.3M | 0.01% | 2025-12-31 |
| 414 | GREENUP STREET WEALTH MANAGEMENT LLC | 35,699 | $1.3M | 0.01% | 2025-12-31 |
| 415 | Longview Financial Advisors LLC | 34,048 | $1.3M | 0.01% | 2025-12-31 |
| 416 | Abel Hall, LLC | 34,030 | $1.3M | 0.01% | 2025-12-31 |
| 417 | PRIVATE TRUST CO NA | 33,038 | $1.3M | 0.01% | 2025-12-31 |
| 418 | LAM GROUP, INC. | 32,880 | $1.3M | 0.01% | 2025-12-31 |
| 419 | Asset Dedication, LLC | 32,563 | $1.2M | 0.01% | 2025-12-31 |
| 420 | Stratos Wealth Partners, LTD. | 32,456 | $1.2M | 0.01% | 2025-12-31 |
| 421 | KPP Advisory Services LLC | 31,953 | $1.2M | 0.01% | 2025-12-31 |
| 422 | SLT Holdings LLC | 31,570 | $1.2M | 0.01% | 2025-12-31 |
| 423 | WealthSpring Partners, LLC | 31,450 | $1.2M | 0.01% | 2025-12-31 |
| 424 | SCRATCH CAPITAL LLC | 31,408 | $1.2M | 0.01% | 2025-12-31 |
| 425 | Meridian Wealth Management, LLC | 31,390 | $1.2M | 0.01% | 2025-12-31 |
| 426 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 31,061 | $1.2M | 0.01% | 2025-12-31 |
| 427 | Ballentine Capital Advisors, Inc | 30,892 | $1.2M | 0.01% | 2025-12-31 |
| 428 | Ballast Rock Private Wealth LLC | 30,717 | $1.2M | 0.01% | 2025-12-31 |
| 429 | Second Half Financial Partners, LLC | 30,643 | $1.2M | 0.01% | 2025-12-31 |
| 430 | RIVERCHASE WEALTH MANAGEMENT, LLC | 30,585 | $1.2M | 0.01% | 2025-12-31 |
| 431 | Shore Point Advisors, LLC | 29,980 | $1.1M | 0.01% | 2025-12-31 |
| 432 | Darden Wealth Group Inc | 29,670 | $1.1M | 0.01% | 2025-12-31 |
| 433 | Pillar Financial Advisors, LLC | 29,541 | $1.1M | 0.01% | 2025-12-31 |
| 434 | Squire Investment Management Company, LLC | 29,303 | $1.1M | 0.01% | 2025-12-31 |
| 435 | Vestmark Advisory Solutions, Inc. | 29,278 | $1.1M | 0.01% | 2025-12-31 |
| 436 | Crescent Grove Advisors, LLC | 29,112 | $1.1M | 0.01% | 2025-12-31 |
| 437 | Galvin, Gaustad & Stein, LLC | 28,887 | $1.1M | 0.01% | 2025-12-31 |
| 438 | Samalin Investment Counsel, LLC | 28,676 | $1.1M | 0.01% | 2025-12-31 |
| 439 | Diversified Trust Co | 28,331 | $1.1M | 0.01% | 2025-12-31 |
| 440 | Acorn Wealth Advisors, LLC | 28,293 | $1.1M | 0.01% | 2025-12-31 |
| 441 | Topsail Wealth Management, LLC | 28,250 | $1.1M | 0.01% | 2025-12-31 |
| 442 | Passive Capital Management, LLC. | 27,547 | $1.0M | 0.01% | 2025-12-31 |
| 443 | Graves Light Lenhart Wealth, Inc. | 27,298 | $1.0M | 0.01% | 2025-12-31 |