FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,170.43-0.12%
XLE56.970.18%
STOXX50E5,860.32-0.39%
XLF51.760.65%
FTSE10,321.09-0.56%
IXIC24,878.500.17%
RUT2,787.270.01%
GSPC7,174.490.13%
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 25434V302

DIMENSIONAL ETF TRUST

450 institutions · $6.01B total · 179,730,477 shares

#ManagerSharesValue% of TotalPeriod
1Retirement Systems of Alabama12,668,769$412.6M7.04%2025-12-31
2MATHER GROUP, LLC.12,166,621$396.3M6.76%2025-12-31
3FMR LLC9,266,580$301.8M5.15%2025-12-31
4UBS Group AG6,420,967$209.1M3.57%2025-12-31
5NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO677,790$168.9M0.37%2025-12-31
6Foster Group, Inc.3,931,073$128.0M2.18%2025-12-31
7Mariner, LLC3,645,760$118.8M2.02%2025-12-31
8FACTORY MUTUAL INSURANCE CO3,086,900$100.5M1.71%2025-12-31
9Root Financial Partners, LLC3,034,490$98.8M1.68%2025-12-31
10BANK OF AMERICA CORP /DE/2,682,411$87.4M1.49%2025-12-31
11Vise Technologies, Inc.2,670,478$87.0M1.48%2025-12-31
12Wealthspire Advisors, LLC2,554,612$83.2M1.42%2025-12-31
13Washington Trust Bank2,489,624$81.1M1.38%2025-12-31
14Cetera Investment Advisers2,387,523$77.8M1.32%2025-12-31
15Focus Partners Wealth2,154,416$70.2M1.19%2025-12-31
16COLDSTREAM CAPITAL MANAGEMENT INC2,147,626$69.9M1.19%2025-12-31
17HighTower Advisors, LLC2,021,112$65.8M1.12%2025-12-31
18EVOKE WEALTH, LLC2,019,725$65.8M1.12%2025-12-31
19TCI Wealth Advisors, Inc.1,949,400$63.5M1.08%2025-12-31
20Royal Bank of Canada1,859,891$60.6M1.03%2025-12-31
21True Link Financial Advisors, LLC1,778,830$57.9M0.98%2025-12-31
22Falcon Wealth Planning1,771,839$57.7M0.98%2025-12-31
23Cerity Partners LLC1,700,178$55.4M0.94%2025-12-31
24Millburn Ridgefield LLC /DE/1,569,653$51.1M0.87%2025-12-31
25Catalyst Capital Advisors LLC1,569,653$51.1M0.87%2025-12-31
26Creative Planning1,491,023$48.6M0.82%2025-12-31
27FOUNDERS FINANCIAL SECURITIES LLC1,346,667$43.9M0.74%2025-12-31
28WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,256,826$42.7M0.69%2025-12-31
29MASECO LLP1,291,691$42.1M0.71%2025-12-31
30RAM Investment Partners, LLC1,288,728$42.0M0.71%2025-12-31
31Petersen Hastings Wealth Advisors Inc.1,271,792$41.4M0.70%2025-12-31
32Corient Private Wealth LLC1,229,717$40.1M0.68%2025-12-31
33MERCER GLOBAL ADVISORS INC /ADV1,187,547$38.7M0.66%2025-12-31
34Horizon Investments, LLC1,140,763$37.2M0.63%2025-12-31
35LPL Financial LLC1,138,670$37.1M0.63%2025-12-31
36ENVESTNET ASSET MANAGEMENT INC1,097,299$35.7M0.61%2025-12-31
37Aquire Wealth Advisors, LLC1,081,599$35.2M0.60%2025-12-31
38Great Point Wealth Advisors, LLC1,077,320$35.1M0.59%2025-12-31
39OneDigital Investment Advisors LLC1,038,772$33.8M0.57%2025-12-31
40Focus Partners Advisor Solutions, LLC1,031,607$33.6M0.57%2025-12-31
41Ledyard National Bank992,210$32.3M0.55%2025-12-31
42West Financial Advisors, LLC890,148$29.0M0.49%2025-12-31
43RVW Wealth, LLC885,206$28.8M0.49%2025-12-31
44WPWealth LLP864,534$28.2M0.48%2025-12-31
45Prime Capital Investment Advisors, LLC860,897$28.0M0.47%2025-12-31
46Austin Wealth Management, LLC790,284$26.7M0.43%2025-12-31
47Stadion Money Management, LLC807,075$26.3M0.44%2025-12-31
48MARKET STREET WEALTH MANAGEMENT ADVISORS LLC795,125$25.9M0.44%2025-12-31
49Perigon Wealth Management, LLC782,838$25.5M0.43%2025-12-31
50MISSION WEALTH MANAGEMENT, LP773,451$25.2M0.43%2025-12-31
51COMMONWEALTH EQUITY SERVICES, LLC762,201$24.8M0.42%2025-12-31
52Morling Financial Advisors, LLC759,127$24.7M0.42%2025-12-31
53Physician Wealth Advisors, Inc.743,154$24.2M0.41%2025-12-31
54Bedel Financial Consulting, Inc.739,164$24.1M0.41%2025-12-31
55FIDUCIARY FINANCIAL GROUP, LLC713,808$23.2M0.39%2025-12-31
56Diversified Portfolios, Inc.709,891$23.1M0.39%2025-12-31
57Berger Financial Group, Inc706,343$23.0M0.39%2025-12-31
58Marquette Asset Management, LLC695,851$22.7M0.38%2025-12-31
59Clearstead Advisors, LLC675,633$22.0M0.37%2025-12-31
60JFS WEALTH ADVISORS, LLC672,473$21.9M0.37%2025-12-31
61CPA Asset Management LLC670,917$21.9M0.37%2025-12-31
62BRIGHTON JONES LLC651,493$21.2M0.36%2025-12-31
63Wealth Management Nebraska651,422$21.2M0.36%2025-12-31
64Pallas Capital Advisors LLC640,923$20.9M0.35%2025-12-31
65Arista Wealth Management, LLC637,918$20.8M0.35%2025-12-31
66MONETA GROUP INVESTMENT ADVISORS LLC629,761$20.5M0.35%2025-12-31
67Modera Wealth Management, LLC615,473$20.0M0.34%2025-12-31
68Pioneer Wealth Management Group611,819$19.9M0.34%2025-12-31
69Creative Capital Management Investments LLC602,736$19.6M0.33%2025-12-31
70Colony Family Offices, LLC599,090$19.5M0.33%2025-12-31
71Moisand Fitzgerald Tamayo, LLC597,107$19.4M0.33%2025-12-31
72BANK OF MONTREAL /CAN/578,118$18.8M0.32%2025-12-31
73Beacon Pointe Advisors, LLC563,052$18.3M0.31%2025-12-31
74Avior Wealth Management, LLC549,493$17.9M0.30%2025-12-31
75GRIMES & COMPANY, INC.549,450$17.9M0.30%2025-12-31
76Freedom Investment Management, Inc.542,295$17.7M0.30%2025-12-31
77Index Fund Advisors, Inc.537,666$17.5M0.29%2025-12-31
78Wealth Dimensions Group, Ltd.535,156$17.4M0.29%2025-12-31
79EVERGREEN CAPITAL MANAGEMENT LLC533,261$17.4M0.29%2025-12-31
80McKinley Carter Wealth Services, Inc.523,351$17.0M0.29%2025-12-31
81JPMORGAN CHASE & CO515,007$16.8M0.28%2025-12-31
82EP Wealth Advisors, LLC506,982$16.5M0.28%2025-12-31
83Orion Porfolio Solutions, LLC500,409$16.3M0.27%2025-12-31
84Sequoia Financial Advisors, LLC500,402$16.3M0.27%2025-12-31
85VOISARD ASSET MANAGEMENT GROUP, INC.492,420$16.0M0.27%2025-12-31
86Private Advisor Group, LLC491,362$16.0M0.27%2025-12-31
87Everhart Financial Group, Inc.488,575$15.9M0.27%2025-12-31
88Sterling Wealth Management, Inc.481,834$15.7M0.26%2025-12-31
89Wescott Financial Advisory Group, LLC477,142$15.5M0.26%2025-12-31
90Avantax Planning Partners, Inc.467,819$15.2M0.26%2025-12-31
91Envision Financial Planning, LLC462,688$15.1M0.25%2025-12-31
92First Bancorp, Inc /ME/452,918$14.8M0.25%2025-12-31
93Confluence Wealth Services, Inc.448,560$14.6M0.24%2025-12-31
94COLLECTIVE FAMILY OFFICE LLC444,032$14.5M0.24%2025-12-31
95Chico Wealth RIA441,195$14.4M0.24%2025-12-31
96Bridgewater Advisors Inc.412,340$14.2M0.22%2025-12-31
97DiNuzzo Private Wealth, Inc.434,485$14.2M0.24%2025-12-31
98ECLECTIC ASSOCIATES INC /ADV434,168$14.1M0.24%2025-12-31
99CFS Investment Advisory Services, LLC431,417$14.1M0.24%2025-12-31
100TCP Asset Management, LLC430,016$14.0M0.23%2025-12-31
101Dynamic Advisor Solutions LLC423,250$13.8M0.23%2025-12-31
102AWM CAPITAL, LLC416,048$13.6M0.23%2025-12-31
103Security Financial Services, INC.414,003$13.5M0.23%2025-12-31
104Efficient Advisors, LLC412,468$13.4M0.22%2025-12-31
105SC&H Financial Advisors, Inc.406,509$13.2M0.22%2025-12-31
106BWM Planning, LLC400,278$13.0M0.22%2025-12-31
107Keyes, Stange & Wooten Wealth Management, LLC389,112$12.7M0.21%2025-12-31
108Avondale Wealth Management385,468$12.6M0.21%2025-12-31
109Newman Dignan & Sheerar, Inc.378,225$12.3M0.21%2025-12-31
110Guardian Wealth Management, LLC378,223$12.3M0.21%2025-12-31
111SEVEN MILE ADVISORY367,506$12.0M0.20%2025-12-31
112DDFG, Inc351,719$11.5M0.19%2025-12-31
113Cresset Asset Management, LLC351,485$11.4M0.19%2025-12-31
114Vawter Financial, Ltd.348,121$11.3M0.19%2025-12-31
115Prudent Man Investment Management, Inc.347,645$11.3M0.19%2025-12-31
116MAI Capital Management341,076$11.1M0.18%2025-12-31
117Tortoise Investment Management, LLC339,794$11.1M0.18%2025-12-31
118RAYMOND JAMES FINANCIAL INC333,564$10.9M0.18%2025-12-31
119EXENCIAL WEALTH ADVISORS, LLC332,383$10.8M0.18%2025-12-31
120ROCKLAND TRUST CO321,278$10.5M0.17%2025-12-31
121Allodium Investment Consultants, LLC320,222$10.4M0.17%2025-12-31
122MML INVESTORS SERVICES, LLC314,737$10.3M0.17%2025-12-31
123Crusonia Wealth Advisors LLC306,597$10.0M0.17%2025-12-31
124Forum Private Client Group LLC297,610$9.7M0.16%2025-12-31
125Sentinus, LLC291,506$9.5M0.16%2025-12-31
126AA Financial Advisors, LLC290,800$9.5M0.16%2025-12-31
127Spectrum Investment Advisors, Inc.288,165$9.4M0.16%2025-12-31
128Disciplined Investments, LLC281,042$9.2M0.15%2025-12-31
129Towneley Capital Management, Inc / DE277,986$9.1M0.15%2025-12-31
130STOLZ & ASSOCIATES, PS275,743$9.0M0.15%2025-12-31
131Beaird Harris Wealth Management, LLC273,550$8.9M0.15%2025-12-31
132ENTREWEALTH, LLC248,507$8.9M0.13%2025-12-31
133PCA Investment Advisory Services Inc.267,524$8.7M0.14%2025-12-31
134Great Waters Wealth Management265,001$8.6M0.14%2025-12-31
135Kure Advisory, LLC264,624$8.6M0.14%2025-12-31
136DIVERSIFY WEALTH MANAGEMENT, LLC248,022$8.5M0.13%2025-12-31
137Aptus Capital Advisors, LLC258,458$8.4M0.14%2025-12-31
138Sterling Wealth Advisors Inc251,922$8.2M0.14%2025-12-31
139CLARIS ADVISORS, LLC / MO /251,805$8.2M0.14%2025-12-31
140Quantum Financial Advisors, LLC249,827$8.1M0.13%2025-12-31
141Compass Financial Group, Inc.248,672$8.1M0.13%2025-12-31
142Monument Group Wealth Advisors, LLC248,537$8.1M0.13%2025-12-31
143CAPTRUST FINANCIAL ADVISORS247,587$8.1M0.13%2025-12-31
144Financial Alternatives, Inc247,232$8.1M0.13%2025-12-31
145DecisionPoint Financial, LLC245,743$8.0M0.13%2025-12-31
146Essential Planning, LLC.244,098$8.0M0.13%2025-12-31
147JACKSON THORNTON WEALTH MANAGEMENT, LLC229,280$7.8M0.12%2025-12-31
148SAX WEALTH ADVISORS, LLC234,750$7.6M0.13%2025-12-31
149Advisory Alpha, LLC231,213$7.5M0.12%2025-12-31
150Graver Capital Management, LLC230,361$7.5M0.12%2025-12-31
151Vermillion & White Wealth Management Group, LLC226,740$7.4M0.12%2025-12-31
152Parkwoods Wealth Partners, LLC225,077$7.3M0.12%2025-12-31
153Wealthquest Corp221,841$7.2M0.12%2025-12-31
154Midwest Heritage Bank, FSB218,949$7.1M0.12%2025-12-31
155McMill Wealth Management217,567$7.1M0.12%2025-12-31
156Pinnacle Wealth Management Advisory Group, LLC216,573$7.1M0.12%2025-12-31
157PINNACLE ASSOCIATES LTD216,573$7.1M0.12%2025-12-31
158GEM Asset Management, LLC208,009$7.0M0.11%2025-12-31
159Oceanside Advisors LLC215,258$7.0M0.11%2025-12-31
160Shore Point Advisors, LLC212,345$6.9M0.11%2025-12-31
161Heritage Wealth Management, Inc./Texas211,908$6.9M0.11%2025-12-31
162DeLarme Wealth Management, Inc.205,468$6.7M0.11%2025-12-31
163Parkshore Wealth Management, Inc.198,771$6.5M0.11%2025-12-31
164Arax Advisory Partners195,152$6.4M0.10%2025-12-31
165LEGACY FINANCIAL GROUP, INC.193,980$6.3M0.10%2025-12-31
166Note Advisors, LLC178,123$6.1M0.09%2025-12-31
167OSAIC HOLDINGS, INC.188,533$6.1M0.10%2025-12-31
168KEB ASSET MANAGEMENT, LLC187,114$6.1M0.10%2025-12-31
169Integrity Wealth Solutions LLC186,294$6.1M0.10%2025-12-31
170PURE PORTFOLIOS HOLDINGS LLC184,656$6.0M0.10%2025-12-31
171MBA Advisors LLC183,757$6.0M0.10%2025-12-31
172Archford Capital Strategies, LLC182,220$5.9M0.10%2025-12-31
173Baird Financial Group, Inc.181,272$5.9M0.10%2025-12-31
174Fort Henry Capital, LLC179,812$5.9M0.10%2025-12-31
175CURIO WEALTH, LLC179,968$5.8M0.10%2025-12-31
176Jacobi Capital Management LLC178,645$5.8M0.09%2025-12-31
177Trinity Financial Advisors LLC173,319$5.6M0.09%2025-12-31
178Vermillion Wealth Management, Inc.168,518$5.5M0.09%2025-12-31
179Farther Finance Advisors, LLC160,949$5.2M0.08%2025-12-31
180BUILDER INVESTMENT GROUP INC /ADV160,706$5.2M0.08%2025-12-31
181FMB WEALTH MANAGEMENT160,207$5.2M0.08%2025-12-31
182BANNERMAN WEALTH MANAGEMENT GROUP, LLC159,853$5.2M0.08%2025-12-31
183IAG Wealth Partners, LLC157,269$5.1M0.08%2025-12-31
184Two West Capital Advisors LLC155,967$5.1M0.08%2025-12-31
185SUTTON PLACE INVESTORS LLC155,078$5.1M0.08%2025-12-31
186Thayer Financial, L.L.C.153,609$5.0M0.08%2025-12-31
187Apella Capital, LLC153,105$5.0M0.08%2025-12-31
188PFG Advisors151,858$4.9M0.08%2025-12-31
189EverSource Wealth Advisors, LLC147,961$4.8M0.08%2025-12-31
190Pettinga Financial Advisors LLC147,489$4.8M0.08%2025-12-31
191ANDREWS, LUCIA WEALTH MANAGEMENT LLC146,772$4.8M0.08%2025-12-31
192Plan Group Financial, LLC144,730$4.7M0.08%2025-12-31
193North Capital, Inc.142,192$4.6M0.07%2025-12-31
194Linscomb Wealth, Inc.141,634$4.6M0.07%2025-12-31
195Employees' Retirement Fund of the City of Fort Worth139,300$4.5M0.07%2025-12-31
196PENOBSCOT WEALTH MANAGEMENT138,947$4.5M0.07%2025-12-31
197Ledgewood Wealth Advisors, LLC138,203$4.5M0.07%2025-12-31
198Equitable Holdings, Inc.133,568$4.4M0.07%2025-12-31
199ArborFi Advisors, LLC132,474$4.3M0.07%2025-12-31
200Bay Harbor Wealth Management, LLC130,332$4.2M0.07%2025-12-31
201Sculati Wealth Management, LLC130,200$4.2M0.07%2025-12-31
202Daner Wealth Management, LLC116,961$4.2M0.06%2025-12-31
203AlphaStar Capital Management, LLC128,120$4.2M0.07%2025-12-31
204Plancorp, LLC125,495$4.1M0.06%2025-12-31
205Aegis Wealth Management LLC122,642$4.0M0.06%2025-12-31
206SB Capital Management Inc122,159$4.0M0.06%2025-12-31
207SouthState Corp121,614$4.0M0.06%2025-12-31
208Pathstone Holdings, LLC120,681$3.9M0.06%2025-12-31
209NORTHWEST WEALTH MANAGEMENT, LLC117,093$3.8M0.06%2025-12-31
210Savant Capital, LLC116,058$3.8M0.06%2025-12-31
211Saxony Capital Management, LLC115,961$3.8M0.06%2025-12-31
212Larson Financial Group LLC115,783$3.8M0.06%2025-12-31
213Burton Enright Welch114,608$3.7M0.06%2025-12-31
214KILNER CAPITAL ADVISORS, LLC114,271$3.7M0.06%2025-12-31
215CLUNE & ASSOCIATES, LTD.113,886$3.7M0.06%2025-12-31
216Wingate Wealth Advisors, Inc.112,415$3.7M0.06%2025-12-31
217Retirement Income Solutions, Inc112,093$3.7M0.06%2025-12-31
218Allworth Financial LP111,148$3.6M0.06%2025-12-31
219American Capital Advisory, LLC109,924$3.6M0.06%2025-12-31
220Financial Engines Advisors L.L.C.106,885$3.5M0.05%2025-12-31
221Blue Trust, Inc.106,168$3.5M0.05%2025-12-31
222HB Wealth Management, LLC103,626$3.4M0.05%2025-12-31
223BIP Wealth, LLC101,430$3.3M0.05%2025-12-31
224Tillman Hartley LLC101,060$3.3M0.05%2025-12-31
225Edge Financial Advisors LLC100,959$3.3M0.05%2025-12-31
226VANCE WEALTH, LLC99,780$3.2M0.05%2025-12-31
227Waterfront Wealth Inc.92,547$3.2M0.05%2025-12-31
228Capstone Wealth Management, Inc.96,375$3.2M0.05%2025-12-31
229Heritage Financial Services, LLC98,200$3.2M0.05%2025-12-31
230Level Financial Advisors97,542$3.2M0.05%2025-12-31
231Emprise Bank97,238$3.2M0.05%2025-12-31
232City State Bank96,044$3.1M0.05%2025-12-31
233FISCHER INVESTMENT STRATEGIES, LLC94,147$3.1M0.05%2025-12-31
234Discipline Wealth Solutions, LLC93,596$3.0M0.05%2025-12-31
235AlTi Global, Inc.92,800$3.0M0.05%2025-12-31
236Evanson Asset Management, LLC91,730$3.0M0.05%2025-12-31
237Breakwater Capital Group91,284$3.0M0.05%2025-12-31
238LINCOLN CAPITAL CORP90,112$2.9M0.05%2025-12-31
239PW ADVISORS, LLC \ FL89,804$2.9M0.04%2025-12-31
240Burk Holdings LLC89,790$2.9M0.04%2025-12-31
241HUTCHINSON CAPITAL MANAGEMENT/CA88,798$2.9M0.04%2025-12-31
242Kestra Advisory Services, LLC87,081$2.8M0.04%2025-12-31
243Mustard Seed Financial, LLC86,944$2.8M0.04%2025-12-31
244Glass Jacobson Investment Advisors llc86,415$2.8M0.04%2025-12-31
245Keating Financial Advisory Services, Inc.85,745$2.8M0.04%2025-12-31
246RFG Advisory, LLC85,492$2.8M0.04%2025-12-31
247CGN Advisors LLC85,289$2.8M0.04%2025-12-31
248OAK HARBOR WEALTH PARTNERS, LLC84,762$2.8M0.04%2025-12-31
249180 WEALTH ADVISORS, LLC84,699$2.8M0.04%2025-12-31
250Lodestone Wealth Management LLC84,002$2.7M0.04%2025-12-31
251Financial Symmetry Inc80,799$2.6M0.04%2025-12-31
252First Financial Group Corp79,318$2.6M0.04%2025-12-31
253Versant Capital Management, Inc78,196$2.5M0.04%2025-12-31
254Quad-Cities Investment Group, LLC77,366$2.5M0.04%2025-12-31
255Platform Wealth Management, LLC76,446$2.5M0.04%2025-12-31
25655 North Private Wealth, LLC75,770$2.5M0.04%2025-12-31
257Pinnacle Financial Group, LLC / IL75,221$2.4M0.04%2025-12-31
258BAKER BOYER NATIONAL BANK74,588$2.4M0.04%2025-12-31
259Aznar Financial Advisors, LLC73,716$2.4M0.04%2025-12-31
260Aviance Capital Partners, LLC72,456$2.4M0.04%2025-12-31
261Valued Wealth Advisors LLC71,968$2.3M0.04%2025-12-31
262AE Wealth Management LLC71,943$2.3M0.04%2025-12-31
263MOODY NATIONAL BANK TRUST DIVISION71,511$2.3M0.03%2025-12-31
264CARDIFF PARK ADVISORS, LLC71,450$2.3M0.03%2025-12-31
265Clarity Capital Advisors, LLC71,349$2.3M0.03%2025-12-31
266FinDec Wealth Services, Inc.71,216$2.3M0.03%2025-12-31
267DOPKINS WEALTH MANAGEMENT, LLC70,435$2.3M0.03%2025-12-31
268Washington Trust Advisors, Inc.69,441$2.3M0.03%2025-12-31
269Heritage Wealth Management, Inc. /CA/69,184$2.3M0.03%2025-12-31
270Lauer Wealth, LLC66,624$2.2M0.03%2025-12-31
271Timonier Family Office, LTD.68,893$2.2M0.03%2025-12-31
272Integrated Wealth Concepts LLC68,804$2.2M0.03%2025-12-31
273Clear Creek Financial Management, LLC68,283$2.2M0.03%2025-12-31
274Keebeck Wealth Management67,548$2.2M0.03%2025-12-31
275Heritage Investment Group, Inc.67,304$2.2M0.03%2025-12-31
276Cannon Financial Strategists, Inc.66,243$2.2M0.03%2025-12-31
277AQR CAPITAL MANAGEMENT LLC65,680$2.1M0.03%2025-12-31
278Oak Wealth Advisors LLC65,579$2.1M0.03%2025-12-31
279Zhang Financial LLC64,931$2.1M0.03%2025-12-31
280Beckerman Institutional, LLC64,750$2.1M0.03%2025-12-31
281Stratos Investment Management, LLC64,479$2.1M0.03%2025-12-31
282Yoder Wealth Management, Inc.64,258$2.1M0.03%2025-12-31
283AdvisorNet Financial, Inc63,746$2.1M0.03%2025-12-31
284EVOLVE PRIVATE WEALTH, LLC63,200$2.1M0.03%2025-12-31
285Gradient Capital Advisors, LLC62,223$2.0M0.03%2025-12-31
286Sollinda Capital Management LLC62,218$2.0M0.03%2025-12-31
287SUMMIT WEALTH GROUP LLC / CO62,074$2.0M0.03%2025-12-31
288Investmark Advisory Group LLC61,846$2.0M0.03%2025-12-31
289E6 Portfolios, LLC61,561$2.0M0.03%2025-12-31
290SENTINEL WEALTH MANAGEMENT, INC.61,411$2.0M0.03%2025-12-31
291Syverson Strege & Co62,277$2.0M0.03%2025-12-31
292STIFEL FINANCIAL CORP59,976$2.0M0.03%2025-12-31
293Porter White Investment Advisors, Inc.59,247$1.9M0.03%2025-12-31
294Mutual Advisors, LLC58,351$1.9M0.03%2025-12-31
295MORRIS FINANCIAL CONCEPTS, INC.57,378$1.9M0.03%2025-12-31
296Cordant, Inc.56,939$1.9M0.03%2025-12-31
2971900 WEALTH MANAGEMENT LLC56,432$1.8M0.03%2025-12-31
298FORTERIS WEALTH MANAGEMENT INC.56,123$1.8M0.03%2025-12-31
299SwitchPoint Financial Planning, LLC54,761$1.8M0.03%2025-12-31
300M Wealth Management, LLC54,490$1.8M0.03%2025-12-31
301CVA Family Office, LLC53,810$1.8M0.02%2025-12-31
302Meritas Wealth Management, LLC53,638$1.7M0.02%2025-12-31
303Live Oak Private Wealth LLC53,594$1.7M0.02%2025-12-31
304Oder Investment Management, LLC53,254$1.7M0.02%2025-12-31
305Savvy Advisors, Inc.52,881$1.7M0.02%2025-12-31
306Three Arch Wealth Management LLC52,631$1.7M0.02%2025-12-31
307FineMark National Bank & Trust52,619$1.7M0.02%2025-12-31
308HFG Wealth Management, LLC51,846$1.7M0.02%2025-12-31
309WADDELL & ASSOCIATES, LLC51,788$1.7M0.02%2025-12-31
310IFP Advisors, Inc51,771$1.7M0.02%2025-12-31
311JDH Wealth Management, LLC50,163$1.6M0.02%2025-12-31
312Werba Rubin Papier Wealth Management48,452$1.6M0.02%2025-12-31
313Elyxium Wealth, LLC47,973$1.6M0.02%2025-12-31
314Seven Springs Wealth Group, LLC47,810$1.6M0.02%2025-12-31
315MORGAN STANLEY47,774$1.6M0.02%2025-12-31
316Donalies Financial Planning, LLC46,510$1.5M0.02%2025-12-31
317Krilogy Financial LLC42,730$1.5M0.02%2025-12-31
318Approach Retirement Advisors, LLC45,096$1.5M0.02%2025-12-31
319Madrid Wealth Management, LLC44,942$1.5M0.02%2025-12-31
320Johnson Wealth Management, LLC44,884$1.5M0.02%2025-12-31
321Arcadia Wealth Management, LLC44,847$1.5M0.02%2025-12-31
322Wealthfront Advisers LLC44,639$1.5M0.02%2025-12-31
323Arkadios Wealth Advisors44,318$1.4M0.02%2025-12-31
324CreativeOne Wealth, LLC44,188$1.4M0.02%2025-12-31
325Pacific Asset Management, LLC43,900$1.4M0.02%2025-12-31
326Vantage Point Financial LLC43,683$1.4M0.02%2025-12-31
327Gemmer Asset Management LLC43,379$1.4M0.02%2025-12-31
328Grunden Financial Advisory, Inc.43,218$1.4M0.02%2025-12-31
329DBK Financial Counsel, LLC42,863$1.4M0.02%2025-12-31
330Chicago Partners Investment Group LLC39,630$1.4M0.02%2025-12-31
331American Investment Services, Inc.41,755$1.4M0.02%2025-12-31
332Cambridge Financial Group, LLC44,754$1.4M0.02%2025-12-31
333Trailhead Planners LLC41,032$1.3M0.02%2025-12-31
334Capital Investment Advisory Services, LLC39,089$1.3M0.02%2025-12-31
335APS Management Group, Inc.38,683$1.3M0.02%2025-12-31
336Pinnacle Financial Partners, Inc.37,652$1.2M0.02%2025-12-31
337Wealth Advisors Northwest LLC37,194$1.2M0.02%2025-12-31
338Cypress Point Wealth Management, LLC36,784$1.2M0.02%2025-12-31
339Kane Co Wealth Management, Inc.36,768$1.2M0.02%2025-12-31
340TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC36,692$1.2M0.02%2025-12-31
341SEI INVESTMENTS CO35,875$1.2M0.01%2025-12-31
342Diversify Advisory Services, LLC33,381$1.1M0.01%2025-12-31
343BAKER TILLY WEALTH MANAGEMENT, LLC34,705$1.1M0.01%2025-12-31
344Shearwater Capital LLC33,956$1.1M0.01%2025-12-31
345FIRETHORN WEALTH PARTNERS, LLC33,738$1.1M0.01%2025-12-31
346Montis Financial, LLC33,663$1.1M0.01%2025-12-31
347Exeter Financial, LLC32,904$1.1M0.01%2025-12-31
348Sprinkle Financial Consultants LLC32,888$1.1M0.01%2025-12-31
349Parcion Private Wealth LLC32,767$1.1M0.01%2025-12-31
350Golden State Equity Partners32,669$1.1M0.01%2025-12-31
351Invst, LLC32,507$1.1M0.01%2025-12-31
352StoneX Group Inc.32,246$1.1M0.01%2025-12-31
353Flagstone Financial Management31,663$1.0M0.01%2025-12-31
354Lauterbach Financial Advisors, LLC31,641$1.0M0.01%2025-12-31
355LAM GROUP, INC.31,500$1.0M0.01%2025-12-31
356Greenspring Advisors, LLC31,396$1.0M0.01%2025-12-31
357ARK & TLK INVESTMENTS, LLC31,114$1.0M0.01%2025-12-31
358NORTHERN TRUST CORP30,664$998.7K0.01%2025-12-31
359BURNEY CO/30,503$993.5K0.01%2025-12-31
360SpringVest Wealth Management LLC28,991$944.2K0.01%2025-12-31
361NewEdge Wealth, LLC28,782$937.4K0.01%2025-12-31
362Patriot Financial Group Insurance Agency, LLC28,325$922.5K0.01%2025-12-31
363RCS Financial Planning, LLC28,210$918.8K0.01%2025-12-31
364CarsonAllaria Wealth Management, Ltd.27,236$887.1K0.01%2025-12-31
365Vestment Financial LLC26,020$881.6K0.01%2025-12-31
366Arnold Financial Planning LLC26,485$862.6K0.01%2025-12-31
367Magnolia Private Wealth, LLC26,236$854.5K0.01%2025-12-31
368Ellis Investment Partners, LLC26,105$850.3K0.01%2025-12-31
369Highland Financial Advisors, LLC25,920$844.2K0.01%2025-12-31
370COMERICA BANK25,672$836.1K0.01%2025-12-31
371AlphaCore Capital LLC25,272$823.1K0.01%2025-12-31
372PRIVATE TRUST CO NA24,793$807.5K0.01%2025-12-31
373Compass Ion Advisors, LLC24,673$803.6K0.01%2025-12-31
374Parallel Advisors, LLC24,640$802.5K0.01%2025-12-31
375O'SHAUGHNESSY ASSET MANAGEMENT, LLC24,331$792.5K0.01%2025-12-31
376Morton Capital Management LLC/CA24,108$785.2K0.01%2025-12-31
377AIRE ADVISORS, LLC23,733$773.0K0.01%2025-12-31
378NAPLES GLOBAL ADVISORS, LLC23,485$764.9K0.01%2025-12-31
379Advisory Services Network, LLC22,881$745.2K0.01%2025-12-31
380Lifeworks Advisors, LLC22,622$736.8K0.01%2025-12-31
381Level Wealth Management LLC22,538$734.1K0.01%2025-12-31
382PRINCIPAL SECURITIES, INC.22,511$733.2K0.01%2025-12-31
383Tranquility Partners, LLC22,210$723.4K0.01%2025-12-31
384Eaton-Cambridge Inc.22,163$721.9K0.01%2025-12-31
385CHOREO, LLC21,850$713.6K0.01%2025-12-31
386TRUIST FINANCIAL CORP21,836$711.2K0.01%2025-12-31
387Midwest Trust Co21,470$699.3K0.01%2025-12-31
388OPTIMA CAPITAL LLC20,346$662.7K0.01%2025-12-31
389One Capital Management, LLC20,147$656.2K0.01%2025-12-31
390BROWN ADVISORY INC19,784$644.4K0.01%2025-12-31
391GARRISON POINT ADVISORS, LLC19,728$642.5K0.01%2025-12-31
392Valeo Financial Advisors, LLC19,637$639.6K0.01%2025-12-31
393Helium Advisors LLC19,282$628.0K0.01%2025-12-31
394OKABENA INVESTMENT SERVICES INC19,259$627.3K0.01%2025-12-31
395Sanctuary Advisors, LLC19,066$621.0K0.01%2025-12-31
396CLG LLC19,056$620.7K0.01%2025-12-31
397Compound Planning, Inc.19,044$620.3K0.01%2025-12-31
398Fort Vancouver Investment Management, LLC19,028$619.7K0.01%2025-12-31
399Abacus Planning Group, Inc.18,921$616.2K0.01%2025-12-31
400Balanced Rock Investment Advisors LLC18,587$605.4K0.01%2025-12-31
401Cascade Wealth Advisors, Inc16,846$605.3K0.00%2025-12-31
402D.A. DAVIDSON & CO.18,554$604.3K0.01%2025-12-31
403Dorsey & Whitney Trust CO LLC18,177$592.0K0.01%2025-12-31
404GWN SECURITIES INC.17,832$580.8K0.00%2025-12-31
405tru Independence LLC17,661$575.2K0.00%2025-12-31
406Eastover Investment Advisors LLC17,570$572.3K0.00%2025-12-31
407International Private Wealth Advisors LLC17,220$560.9K0.00%2025-12-31
408Stratos Wealth Partners, LTD.17,144$558.4K0.00%2025-12-31
409NewEdge Advisors, LLC17,144$558.4K0.00%2025-12-31
410Infinity Wealth Counsel, LLC17,026$554.5K0.00%2025-12-31
411Cherry Tree Wealth Management, LLC16,966$552.6K0.00%2025-12-31
412Summit Financial, LLC16,783$546.6K0.00%2025-12-31
413Rather & Kittrell, Inc.16,725$544.7K0.00%2025-12-31
414Lynx Investment Advisory16,640$542.0K0.00%2025-12-31
415Altiora Financial Group, LLC16,349$532.5K0.00%2025-12-31
416Smartleaf Asset Management LLC16,272$531.4K0.00%2025-12-31
417Longview Financial Advisors LLC16,311$531.3K0.00%2025-12-31
418Signature Resources Capital Management, LLC16,237$528.8K0.00%2025-12-31
419Federation des caisses Desjardins du Quebec16,200$527.6K0.00%2025-12-31
420QUARRY HILL ADVISORS, LLC16,183$527.1K0.00%2025-12-31
421Atlanta Consulting Group Advisors, LLC16,176$526.9K0.00%2025-12-31
422Quantinno Capital Management LP16,156$526.2K0.00%2025-12-31
423WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV16,079$523.7K0.00%2025-12-31
424Tanager Wealth Management LLP16,015$521.6K0.00%2025-12-31
425SJS Investment Consulting Inc.16,012$521.5K0.00%2025-12-31
426HMV Wealth Advisors, LLC15,965$520.0K0.00%2025-12-31
427Friday Financial15,962$519.9K0.00%2025-12-31
428Eldridge Investment Advisors, Inc.15,675$510.5K0.00%2025-12-31
429Rockefeller Capital Management L.P.15,574$507.3K0.00%2025-12-31
430Abel Hall, LLC14,995$488.4K0.00%2025-12-31
431Ballast Rock Private Wealth LLC14,978$487.8K0.00%2025-12-31
432Partners in Financial Planning14,750$480.4K0.00%2025-12-31
433WELLS FARGO & COMPANY/MN14,740$480.1K0.00%2025-12-31
434Ruedi Wealth Management, Inc.14,441$470.3K0.00%2025-12-31
435Apollon Wealth Management, LLC14,405$469.2K0.00%2025-12-31
436IFG Advisory, LLC14,231$463.5K0.00%2025-12-31
437DELAP WEALTH ADVISORY, LLC14,181$461.9K0.00%2025-12-31
438Prosperity Planning, Inc.13,940$454.0K0.00%2025-12-31
439G2 CAPITAL MANAGEMENT, LLC / OH13,912$453.1K0.00%2025-12-31
440L.K. Benson & Company, P.C.13,468$438.7K0.00%2025-12-31
441Fielder Capital Group LLC13,387$436.0K0.00%2025-12-31
442Quent Long Short Global Small Cap Fund, LP13,340$434.5K0.00%2025-12-31
443Quent Capital, LLC13,340$434.5K0.00%2025-12-31
444Strathmore Capital Advisors, Inc.13,179$429.2K0.00%2025-12-31
445Samalin Investment Counsel, LLC12,629$411.3K0.00%2025-12-31
446Indivisible Partners12,244$398.8K0.00%2025-12-31
447Concurrent Investment Advisors, LLC12,022$391.6K0.00%2025-12-31
448Frankly Finances, LLC11,983$390.3K0.00%2025-12-31
449AXXCESS WEALTH MANAGEMENT, LLC11,960$389.5K0.00%2025-12-31
450Canopy Partners, LLC11,895$387.5K0.00%2025-12-31