CUSIP 25434V401
DIMENSIONAL ETF TRUST
448 institutions · $15.23B total · 202,665,124 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | 44,472,700 | $3.30B | 21.94% | 2025-12-31 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,933,357 | $784.6M | 2.92% | 2025-12-31 |
| 3 | Focus Partners Wealth | 9,261,059 | $686.9M | 4.56% | 2025-12-31 |
| 4 | MASECO LLP | 7,460,195 | $553.1M | 3.68% | 2025-12-31 |
| 5 | Root Financial Partners, LLC | 5,320,698 | $394.6M | 2.62% | 2025-12-31 |
| 6 | Index Fund Advisors, Inc. | 4,952,650 | $367.3M | 2.44% | 2025-12-31 |
| 7 | Vise Technologies, Inc. | 4,742,037 | $351.7M | 2.33% | 2025-12-31 |
| 8 | Plancorp, LLC | 4,504,583 | $334.1M | 2.22% | 2025-12-31 |
| 9 | SAX WEALTH ADVISORS, LLC | 3,874,407 | $287.4M | 1.91% | 2025-12-31 |
| 10 | LPL Financial LLC | 3,601,852 | $267.1M | 1.77% | 2025-12-31 |
| 11 | Creative Planning | 3,426,182 | $254.1M | 1.69% | 2025-12-31 |
| 12 | TCI Wealth Advisors, Inc. | 3,168,425 | $235.0M | 1.56% | 2025-12-31 |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | 2,825,574 | $209.6M | 1.39% | 2025-12-31 |
| 14 | Great Waters Wealth Management | 2,685,540 | $199.2M | 1.32% | 2025-12-31 |
| 15 | Zhang Financial LLC | 2,417,863 | $179.3M | 1.19% | 2025-12-31 |
| 16 | Focus Partners Advisor Solutions, LLC | 2,331,722 | $172.9M | 1.15% | 2025-12-31 |
| 17 | G2 CAPITAL MANAGEMENT, LLC / OH | 2,307,968 | $171.2M | 1.13% | 2025-12-31 |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,576,055 | $118.9M | 0.77% | 2025-12-31 |
| 19 | Smartleaf Asset Management LLC | 1,537,647 | $114.9M | 0.75% | 2025-12-31 |
| 20 | Flagstone Financial Management | 1,486,333 | $110.2M | 0.73% | 2025-12-31 |
| 21 | EARNED WEALTH ADVISORS, LLC | 1,483,146 | $110.0M | 0.73% | 2025-12-31 |
| 22 | Intelligence Driven Advisers, LLC | 1,454,009 | $107.8M | 0.71% | 2025-12-31 |
| 23 | Corient Private Wealth LLC | 1,398,618 | $103.7M | 0.69% | 2025-12-31 |
| 24 | JFS WEALTH ADVISORS, LLC | 1,392,318 | $103.3M | 0.68% | 2025-12-31 |
| 25 | Sequoia Financial Advisors, LLC | 1,376,776 | $102.1M | 0.67% | 2025-12-31 |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 1,312,903 | $97.4M | 0.64% | 2025-12-31 |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 1,308,830 | $97.1M | 0.64% | 2025-12-31 |
| 28 | Mariner, LLC | 1,284,856 | $95.3M | 0.63% | 2025-12-31 |
| 29 | RAYMOND JAMES FINANCIAL INC | 1,276,404 | $94.7M | 0.62% | 2025-12-31 |
| 30 | Royal Bank of Canada | 1,246,737 | $92.5M | 0.61% | 2025-12-31 |
| 31 | Apella Capital, LLC | 1,224,259 | $90.8M | 0.60% | 2025-12-31 |
| 32 | DiNuzzo Private Wealth, Inc. | 1,177,545 | $87.3M | 0.58% | 2025-12-31 |
| 33 | Modera Wealth Management, LLC | 1,136,110 | $84.3M | 0.56% | 2025-12-31 |
| 34 | Colony Family Offices, LLC | 1,135,015 | $84.2M | 0.56% | 2025-12-31 |
| 35 | Chicago Partners Investment Group LLC | 1,086,999 | $81.8M | 0.53% | 2025-12-31 |
| 36 | Forum Financial Management, LP | 1,091,850 | $81.0M | 0.53% | 2025-12-31 |
| 37 | Foster Group, Inc. | 964,558 | $71.5M | 0.47% | 2025-12-31 |
| 38 | Evanson Asset Management, LLC | 950,482 | $70.5M | 0.46% | 2025-12-31 |
| 39 | Austin Asset Management Co Inc | 949,391 | $70.4M | 0.46% | 2025-12-31 |
| 40 | CHOREO, LLC | 928,475 | $69.4M | 0.45% | 2025-12-31 |
| 41 | Savant Capital, LLC | 934,418 | $69.3M | 0.46% | 2025-12-31 |
| 42 | CAPTRUST FINANCIAL ADVISORS | 932,281 | $69.1M | 0.46% | 2025-12-31 |
| 43 | Heritage Wealth Management, Inc./Texas | 883,122 | $65.5M | 0.43% | 2025-12-31 |
| 44 | OLIO Financial Planning | 856,242 | $63.5M | 0.42% | 2025-12-31 |
| 45 | Tencap Wealth Coaching, LLC | 811,875 | $60.3M | 0.40% | 2025-12-31 |
| 46 | Quadcap Wealth Management, LLC | 782,051 | $58.0M | 0.38% | 2025-12-31 |
| 47 | Wealth Management Nebraska | 781,383 | $58.0M | 0.38% | 2025-12-31 |
| 48 | 1900 WEALTH MANAGEMENT LLC | 761,298 | $56.5M | 0.37% | 2025-12-31 |
| 49 | Helen Stephens Group, LLC | 754,415 | $56.0M | 0.37% | 2025-12-31 |
| 50 | RS CRUM INC. | 731,332 | $54.2M | 0.36% | 2025-12-31 |
| 51 | Everest Management Corp. | 702,761 | $52.1M | 0.34% | 2025-12-31 |
| 52 | JPMORGAN CHASE & CO | 701,613 | $52.0M | 0.34% | 2025-12-31 |
| 53 | Asset Dedication, LLC | 699,869 | $51.9M | 0.34% | 2025-12-31 |
| 54 | Farther Finance Advisors, LLC | 680,889 | $50.5M | 0.33% | 2025-12-31 |
| 55 | McLean Asset Management Corp | 651,200 | $49.0M | 0.32% | 2025-12-31 |
| 56 | BANK OF AMERICA CORP /DE/ | 659,703 | $48.9M | 0.32% | 2025-12-31 |
| 57 | Beacon Pointe Advisors, LLC | 637,156 | $47.3M | 0.31% | 2025-12-31 |
| 58 | Crown Wealth Group, LLC | 636,576 | $47.2M | 0.31% | 2025-12-31 |
| 59 | ASSETMARK, INC | 636,420 | $47.2M | 0.31% | 2025-12-31 |
| 60 | Vermillion Wealth Management, Inc. | 620,657 | $46.0M | 0.30% | 2025-12-31 |
| 61 | Hurlow Wealth Management Group, Inc. | 619,659 | $46.0M | 0.30% | 2025-12-31 |
| 62 | Kestra Advisory Services, LLC | 613,074 | $45.5M | 0.30% | 2025-12-31 |
| 63 | Crusonia Wealth Advisors LLC | 593,683 | $44.0M | 0.29% | 2025-12-31 |
| 64 | Equitable Holdings, Inc. | 586,244 | $43.5M | 0.28% | 2025-12-31 |
| 65 | Freedom Investment Management, Inc. | 581,454 | $43.1M | 0.28% | 2025-12-31 |
| 66 | HighTower Advisors, LLC | 580,332 | $43.0M | 0.28% | 2025-12-31 |
| 67 | Three Arch Wealth Management LLC | 579,412 | $43.0M | 0.28% | 2025-12-31 |
| 68 | Dynamic Advisor Solutions LLC | 555,358 | $41.2M | 0.27% | 2025-12-31 |
| 69 | Pine Harbor Wealth Management, LLC | 542,129 | $40.2M | 0.26% | 2025-12-31 |
| 70 | Disciplined Equity Management, Inc. | 526,581 | $39.1M | 0.25% | 2025-12-31 |
| 71 | Greenspring Advisors, LLC | 521,482 | $38.7M | 0.25% | 2025-12-31 |
| 72 | Mason & Associates Inc | 508,664 | $37.7M | 0.25% | 2025-12-31 |
| 73 | Parkwoods Wealth Partners, LLC | 507,134 | $37.6M | 0.25% | 2025-12-31 |
| 74 | Graver Capital Management, LLC | 507,016 | $37.6M | 0.25% | 2025-12-31 |
| 75 | Heritage Investment Group, Inc. | 503,866 | $37.4M | 0.24% | 2025-12-31 |
| 76 | Guardian Wealth Management, LLC | 477,870 | $35.4M | 0.23% | 2025-12-31 |
| 77 | MML INVESTORS SERVICES, LLC | 475,926 | $35.3M | 0.23% | 2025-12-31 |
| 78 | Cetera Investment Advisers | 473,222 | $35.1M | 0.23% | 2025-12-31 |
| 79 | TCP Asset Management, LLC | 468,218 | $34.7M | 0.23% | 2025-12-31 |
| 80 | Foundry Financial LLC | 466,947 | $34.6M | 0.23% | 2025-12-31 |
| 81 | Retirement Solution LLC | 465,027 | $34.5M | 0.22% | 2025-12-31 |
| 82 | ARK & TLK INVESTMENTS, LLC | 460,065 | $34.1M | 0.22% | 2025-12-31 |
| 83 | KM Capital Management Ltd. | 456,057 | $33.8M | 0.22% | 2025-12-31 |
| 84 | AG Asset Advisory, LLC | 452,381 | $33.6M | 0.22% | 2025-12-31 |
| 85 | TRUIST FINANCIAL CORP | 448,295 | $33.3M | 0.22% | 2025-12-31 |
| 86 | SC&H Financial Advisors, Inc. | 438,278 | $32.5M | 0.21% | 2025-12-31 |
| 87 | DIXON FNANCIAL SERVICES, INC. | 433,824 | $32.2M | 0.21% | 2025-12-31 |
| 88 | SouthState Corp | 389,807 | $28.9M | 0.19% | 2025-12-31 |
| 89 | Timonier Family Office, LTD. | 383,354 | $28.4M | 0.18% | 2025-12-31 |
| 90 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | 376,471 | $28.4M | 0.18% | 2025-12-31 |
| 91 | Edge Financial Advisors LLC | 380,180 | $28.2M | 0.18% | 2025-12-31 |
| 92 | Premier Financial Group | 373,951 | $27.9M | 0.18% | 2025-12-31 |
| 93 | Investmark Advisory Group LLC | 359,996 | $26.7M | 0.17% | 2025-12-31 |
| 94 | Arax Advisory Partners | 357,901 | $26.5M | 0.17% | 2025-12-31 |
| 95 | AXXCESS WEALTH MANAGEMENT, LLC | 336,113 | $24.9M | 0.16% | 2025-12-31 |
| 96 | Allodium Investment Consultants, LLC | 335,103 | $24.9M | 0.16% | 2025-12-31 |
| 97 | Frankly Finances, LLC | 333,265 | $24.7M | 0.16% | 2025-12-31 |
| 98 | Sterling Wealth Advisors Inc | 317,997 | $23.6M | 0.15% | 2025-12-31 |
| 99 | Cerity Partners LLC | 304,789 | $22.6M | 0.15% | 2025-12-31 |
| 100 | KEB ASSET MANAGEMENT, LLC | 301,469 | $22.4M | 0.14% | 2025-12-31 |
| 101 | Royal Harbor Partners, LLC | 294,606 | $21.9M | 0.14% | 2025-12-31 |
| 102 | CarsonAllaria Wealth Management, Ltd. | 292,159 | $21.7M | 0.14% | 2025-12-31 |
| 103 | Babb Wealth Advisors LLC | 291,921 | $21.7M | 0.14% | 2025-12-31 |
| 104 | CLARIS ADVISORS, LLC / MO / | 290,798 | $21.6M | 0.14% | 2025-12-31 |
| 105 | CARDIFF PARK ADVISORS, LLC | 288,861 | $21.4M | 0.14% | 2025-12-31 |
| 106 | OneDigital Investment Advisors LLC | 285,752 | $21.2M | 0.14% | 2025-12-31 |
| 107 | Meritas Wealth Management, LLC | 282,858 | $21.0M | 0.13% | 2025-12-31 |
| 108 | McMill Wealth Management | 272,489 | $20.2M | 0.13% | 2025-12-31 |
| 109 | Trinity Financial Advisors LLC | 267,506 | $19.8M | 0.13% | 2025-12-31 |
| 110 | Pillar Financial Advisors, LLC | 263,856 | $19.6M | 0.13% | 2025-12-31 |
| 111 | Ruedi Wealth Management, Inc. | 261,048 | $19.4M | 0.12% | 2025-12-31 |
| 112 | Security Financial Services, INC. | 258,411 | $19.2M | 0.12% | 2025-12-31 |
| 113 | Bernardo Wealth Planning LLC | 258,271 | $19.2M | 0.12% | 2025-12-31 |
| 114 | Warwick Investment Management, Inc. | 255,284 | $18.9M | 0.12% | 2025-12-31 |
| 115 | Spire Wealth Management | 249,666 | $18.5M | 0.12% | 2025-12-31 |
| 116 | Mendota Financial Group, LLC | 240,396 | $17.8M | 0.11% | 2025-12-31 |
| 117 | American Capital Advisory, LLC | 235,262 | $17.4M | 0.11% | 2025-12-31 |
| 118 | UBS Group AG | 228,361 | $16.9M | 0.11% | 2025-12-31 |
| 119 | LEGACY FINANCIAL GROUP, INC. | 226,994 | $16.8M | 0.11% | 2025-12-31 |
| 120 | Larson Financial Group LLC | 226,576 | $16.8M | 0.11% | 2025-12-31 |
| 121 | Stratos Wealth Partners, LTD. | 224,209 | $16.6M | 0.11% | 2025-12-31 |
| 122 | Cypress Point Wealth Management, LLC | 219,843 | $16.3M | 0.10% | 2025-12-31 |
| 123 | Tassel Capital Management, Inc. | 217,009 | $16.1M | 0.10% | 2025-12-31 |
| 124 | PFG Advisors | 212,680 | $15.8M | 0.10% | 2025-12-31 |
| 125 | MORGAN STANLEY | 211,113 | $15.7M | 0.10% | 2025-12-31 |
| 126 | GEM Asset Management, LLC | 206,656 | $15.5M | 0.10% | 2025-12-31 |
| 127 | Capstone Wealth Management, LLC | 201,628 | $15.0M | 0.09% | 2025-12-31 |
| 128 | OSAIC HOLDINGS, INC. | 200,959 | $14.9M | 0.09% | 2025-12-31 |
| 129 | KPP Advisory Services LLC | 197,594 | $14.7M | 0.09% | 2025-12-31 |
| 130 | PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 191,580 | $14.2M | 0.09% | 2025-12-31 |
| 131 | HB Wealth Management, LLC | 189,901 | $14.1M | 0.09% | 2025-12-31 |
| 132 | Quantinno Capital Management LP | 187,546 | $13.9M | 0.09% | 2025-12-31 |
| 133 | Certified Advisory Corp | 185,916 | $13.8M | 0.09% | 2025-12-31 |
| 134 | AQR CAPITAL MANAGEMENT LLC | 185,893 | $13.8M | 0.09% | 2025-12-31 |
| 135 | NORTHWEST WEALTH MANAGEMENT, LLC | 185,009 | $13.7M | 0.09% | 2025-12-31 |
| 136 | Investment Advisory Group, LLC | 184,735 | $13.7M | 0.09% | 2025-12-31 |
| 137 | Private Wealth Management Group, LLC | 184,471 | $13.7M | 0.09% | 2025-12-31 |
| 138 | Aptus Capital Advisors, LLC | 182,005 | $13.5M | 0.08% | 2025-12-31 |
| 139 | JONES FINANCIAL COMPANIES LLLP | 180,375 | $13.4M | 0.08% | 2025-12-31 |
| 140 | Concord Wealth Partners | 176,223 | $13.1M | 0.08% | 2025-12-31 |
| 141 | Kraft, Davis & Associates, LLC | 171,938 | $13.0M | 0.08% | 2025-12-31 |
| 142 | Wealthspire Advisors, LLC | 175,149 | $13.0M | 0.08% | 2025-12-31 |
| 143 | AWM CAPITAL, LLC | 171,589 | $12.7M | 0.08% | 2025-12-31 |
| 144 | Alpha Financial Advisors, LLC | 170,253 | $12.6M | 0.08% | 2025-12-31 |
| 145 | SUTTON PLACE INVESTORS LLC | 169,661 | $12.6M | 0.08% | 2025-12-31 |
| 146 | Allworth Financial LP | 165,437 | $12.3M | 0.08% | 2025-12-31 |
| 147 | American Investment Services, Inc. | 161,855 | $12.0M | 0.07% | 2025-12-31 |
| 148 | Physician Wealth Solutions Inc. | 157,689 | $11.7M | 0.07% | 2025-12-31 |
| 149 | Embree Financial Group | 153,588 | $11.4M | 0.07% | 2025-12-31 |
| 150 | Private Advisor Group, LLC | 152,797 | $11.3M | 0.07% | 2025-12-31 |
| 151 | Indivisible Partners | 152,619 | $11.3M | 0.07% | 2025-12-31 |
| 152 | Envision Financial Planning, LLC | 152,489 | $11.3M | 0.07% | 2025-12-31 |
| 153 | Wealth Advisory Team LLC | 152,150 | $11.3M | 0.07% | 2025-12-31 |
| 154 | Hughes Financial Services, LLC | 151,032 | $11.2M | 0.07% | 2025-12-31 |
| 155 | Cornerstone Financial Group, LLC /NE/ | 148,904 | $11.0M | 0.07% | 2025-12-31 |
| 156 | RF&L WEALTH MANAGEMENT, LLC | 146,276 | $10.8M | 0.07% | 2025-12-31 |
| 157 | Cedar Point Capital Partners, LLC | 142,302 | $10.6M | 0.07% | 2025-12-31 |
| 158 | Fund Evaluation Group, LLC | 140,789 | $10.4M | 0.06% | 2025-12-31 |
| 159 | BostonPremier Wealth LLC | 140,570 | $10.4M | 0.06% | 2025-12-31 |
| 160 | Sowell Financial Services LLC | 140,529 | $10.4M | 0.06% | 2025-12-31 |
| 161 | Kestra Investment Management, LLC | 130,210 | $9.7M | 0.06% | 2025-12-31 |
| 162 | CFS Investment Advisory Services, LLC | 127,053 | $9.4M | 0.06% | 2025-12-31 |
| 163 | Richard Young Associates, Ltd. | 122,433 | $9.1M | 0.06% | 2025-12-31 |
| 164 | GREENWOOD CAPITAL ASSOCIATES LLC | 121,997 | $9.0M | 0.06% | 2025-12-31 |
| 165 | Financial Engines Advisors L.L.C. | 120,324 | $8.9M | 0.05% | 2025-12-31 |
| 166 | VSM Wealth Advisory, LLC | 119,293 | $8.8M | 0.05% | 2025-12-31 |
| 167 | Seneschal Advisors, LLC | 118,421 | $8.8M | 0.05% | 2025-12-31 |
| 168 | Atlantic Union Bankshares Corp | 117,668 | $8.7M | 0.05% | 2025-12-31 |
| 169 | Herold Advisors, Inc. | 115,872 | $8.6M | 0.05% | 2025-12-31 |
| 170 | SB Capital Management Inc | 113,731 | $8.4M | 0.05% | 2025-12-31 |
| 171 | JDH Wealth Management, LLC | 113,541 | $8.4M | 0.05% | 2025-12-31 |
| 172 | FMB WEALTH MANAGEMENT | 112,431 | $8.3M | 0.05% | 2025-12-31 |
| 173 | Altiora Financial Group, LLC | 111,570 | $8.3M | 0.05% | 2025-12-31 |
| 174 | Robertson Stephens Wealth Management, LLC | 110,906 | $8.2M | 0.05% | 2025-12-31 |
| 175 | Capstone Wealth Management, Inc. | 110,788 | $8.2M | 0.05% | 2025-12-31 |
| 176 | SeaBridge Investment Advisors LLC | 110,654 | $8.2M | 0.05% | 2025-12-31 |
| 177 | CPA Asset Management LLC | 110,142 | $8.2M | 0.05% | 2025-12-31 |
| 178 | BAYSHORE ASSET MANAGEMENT, LLC | 109,819 | $8.1M | 0.05% | 2025-12-31 |
| 179 | Yardley Wealth Management LLC | 109,176 | $8.1M | 0.05% | 2025-12-31 |
| 180 | M&T Bank Corp | 17,055 | $8.0M | 0.00% | 2025-12-31 |
| 181 | Kondo Wealth Advisors, Inc. | 107,192 | $8.0M | 0.05% | 2025-12-31 |
| 182 | Lauterbach Financial Advisors, LLC | 106,575 | $7.9M | 0.05% | 2025-12-31 |
| 183 | XY Planning Network, Inc. | 106,107 | $7.9M | 0.05% | 2025-12-31 |
| 184 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 105,584 | $7.8M | 0.05% | 2025-12-31 |
| 185 | Grunden Financial Advisory, Inc. | 104,887 | $7.8M | 0.05% | 2025-12-31 |
| 186 | Quantum Financial Advisors, LLC | 104,854 | $7.8M | 0.05% | 2025-12-31 |
| 187 | Topsail Wealth Management, LLC | 101,967 | $7.6M | 0.05% | 2025-12-31 |
| 188 | LVZ, Inc. | 101,868 | $7.6M | 0.05% | 2025-12-31 |
| 189 | SEMITAM BONAM LLC | 100,185 | $7.4M | 0.04% | 2025-12-31 |
| 190 | EnRich Financial Partners LLC | 97,080 | $7.2M | 0.04% | 2025-12-31 |
| 191 | Aurelius Family Office LLC | 94,774 | $7.1M | 0.04% | 2025-12-31 |
| 192 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 95,098 | $7.1M | 0.04% | 2025-12-31 |
| 193 | Savvy Advisors, Inc. | 94,878 | $7.0M | 0.04% | 2025-12-31 |
| 194 | STIFEL FINANCIAL CORP | 94,689 | $7.0M | 0.04% | 2025-12-31 |
| 195 | Ridgeline Wealth, LLC | 91,434 | $6.8M | 0.04% | 2025-12-31 |
| 196 | Burk Holdings LLC | 91,013 | $6.8M | 0.04% | 2025-12-31 |
| 197 | Tortoise Investment Management, LLC | 90,811 | $6.7M | 0.04% | 2025-12-31 |
| 198 | RFG Advisory, LLC | 89,405 | $6.6M | 0.04% | 2025-12-31 |
| 199 | Pathstone Holdings, LLC | 89,251 | $6.6M | 0.04% | 2025-12-31 |
| 200 | Innovative Wealth Building LLC | 87,399 | $6.5M | 0.04% | 2025-12-31 |
| 201 | Gradient Investments LLC | 87,255 | $6.5M | 0.04% | 2025-12-31 |
| 202 | Gemmer Asset Management LLC | 86,064 | $6.4M | 0.04% | 2025-12-31 |
| 203 | NewEdge Advisors, LLC | 85,361 | $6.3M | 0.04% | 2025-12-31 |
| 204 | MISSION WEALTH MANAGEMENT, LP | 84,510 | $6.3M | 0.04% | 2025-12-31 |
| 205 | FMR LLC | 84,028 | $6.2M | 0.04% | 2025-12-31 |
| 206 | Symmetry Partners, LLC | 82,296 | $6.1M | 0.04% | 2025-12-31 |
| 207 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 81,765 | $6.1M | 0.04% | 2025-12-31 |
| 208 | Vantage Point Financial LLC | 81,172 | $6.0M | 0.04% | 2025-12-31 |
| 209 | CVA Family Office, LLC | 80,501 | $6.0M | 0.03% | 2025-12-31 |
| 210 | Tillman Hartley LLC | 79,759 | $5.9M | 0.03% | 2025-12-31 |
| 211 | DOPKINS WEALTH MANAGEMENT, LLC | 79,292 | $5.9M | 0.03% | 2025-12-31 |
| 212 | Clearstead Advisors, LLC | 78,889 | $5.9M | 0.03% | 2025-12-31 |
| 213 | Bridgewater Advisors Inc. | 76,806 | $5.7M | 0.03% | 2025-12-31 |
| 214 | IFG Advisory, LLC | 77,491 | $5.7M | 0.03% | 2025-12-31 |
| 215 | SNS Financial Group, LLC | 75,324 | $5.6M | 0.03% | 2025-12-31 |
| 216 | EXENCIAL WEALTH ADVISORS, LLC | 74,056 | $5.5M | 0.03% | 2025-12-31 |
| 217 | VIRTUE ASSET MANAGEMENT LLC | 73,836 | $5.5M | 0.03% | 2025-12-31 |
| 218 | Oak Wealth Advisors LLC | 73,161 | $5.4M | 0.03% | 2025-12-31 |
| 219 | LJI Wealth Management, LLC | 72,939 | $5.4M | 0.03% | 2025-12-31 |
| 220 | Canvas Wealth Advisors, LLC | 72,857 | $5.4M | 0.03% | 2025-12-31 |
| 221 | FISCHER INVESTMENT STRATEGIES, LLC | 72,252 | $5.4M | 0.03% | 2025-12-31 |
| 222 | DBK Financial Counsel, LLC | 71,519 | $5.3M | 0.03% | 2025-12-31 |
| 223 | Elm Partners Management LLC | 70,637 | $5.2M | 0.03% | 2025-12-31 |
| 224 | Centennial Bank/AR/ | 70,489 | $5.2M | 0.03% | 2025-12-31 |
| 225 | Waverly Advisors, LLC | 69,744 | $5.2M | 0.03% | 2025-12-31 |
| 226 | Avant Financial Advisors LLC | 69,427 | $5.1M | 0.03% | 2025-12-31 |
| 227 | Independent Wealth Network Inc. | 68,521 | $5.1M | 0.03% | 2025-12-31 |
| 228 | Ariadne Wealth Management, LP | 68,444 | $5.1M | 0.03% | 2025-12-31 |
| 229 | CLG LLC | 68,078 | $5.0M | 0.03% | 2025-12-31 |
| 230 | BAKER TILLY WEALTH MANAGEMENT, LLC | 66,946 | $5.0M | 0.03% | 2025-12-31 |
| 231 | VESTIA PERSONAL WEALTH ADVISORS | 65,760 | $4.9M | 0.03% | 2025-12-31 |
| 232 | Wealthcare Advisory Partners LLC | 65,916 | $4.9M | 0.03% | 2025-12-31 |
| 233 | Advisory Services Network, LLC | 64,280 | $4.8M | 0.03% | 2025-12-31 |
| 234 | Hardy Reed LLC | 64,006 | $4.7M | 0.03% | 2025-12-31 |
| 235 | Consolidated Planning Corp | 63,740 | $4.7M | 0.03% | 2025-12-31 |
| 236 | CLUNE & ASSOCIATES, LTD. | 63,193 | $4.7M | 0.03% | 2025-12-31 |
| 237 | Diversify Advisory Services, LLC | 61,481 | $4.6M | 0.03% | 2025-12-31 |
| 238 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 60,242 | $4.5M | 0.02% | 2025-12-31 |
| 239 | Black Diamond Financial, LLC | 59,644 | $4.4M | 0.02% | 2025-12-31 |
| 240 | CWA Asset Management Group, LLC | 59,413 | $4.4M | 0.02% | 2025-12-31 |
| 241 | Werba Rubin Papier Wealth Management | 58,365 | $4.3M | 0.02% | 2025-12-31 |
| 242 | HTG Investment Advisors, Inc. | 57,907 | $4.3M | 0.02% | 2025-12-31 |
| 243 | Sand Hill Global Advisors, LLC | 57,456 | $4.3M | 0.02% | 2025-12-31 |
| 244 | Platform Wealth Management, LLC | 57,088 | $4.2M | 0.02% | 2025-12-31 |
| 245 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 56,996 | $4.2M | 0.02% | 2025-12-31 |
| 246 | MPWM ADVISORY SOLUTIONS, LLC | 56,576 | $4.2M | 0.02% | 2025-12-31 |
| 247 | Clarity Capital Advisors, LLC | 55,496 | $4.1M | 0.02% | 2025-12-31 |
| 248 | Ballentine Partners, LLC | 54,670 | $4.1M | 0.02% | 2025-12-31 |
| 249 | L.K. Benson & Company, P.C. | 54,660 | $4.1M | 0.02% | 2025-12-31 |
| 250 | Squire Investment Management Company, LLC | 54,358 | $4.0M | 0.02% | 2025-12-31 |
| 251 | Beaird Harris Wealth Management, LLC | 53,959 | $4.0M | 0.02% | 2025-12-31 |
| 252 | EverSource Wealth Advisors, LLC | 53,835 | $4.0M | 0.02% | 2025-12-31 |
| 253 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | 53,734 | $4.0M | 0.02% | 2025-12-31 |
| 254 | Clark Asset Management, LLC | 53,607 | $4.0M | 0.02% | 2025-12-31 |
| 255 | Integrated Wealth Concepts LLC | 52,899 | $3.9M | 0.02% | 2025-12-31 |
| 256 | Apollon Wealth Management, LLC | 52,562 | $3.9M | 0.02% | 2025-12-31 |
| 257 | Empowered Funds, LLC | 51,808 | $3.8M | 0.02% | 2025-12-31 |
| 258 | FORTERIS WEALTH MANAGEMENT INC. | 49,984 | $3.7M | 0.02% | 2025-12-31 |
| 259 | Cresset Asset Management, LLC | 49,966 | $3.7M | 0.02% | 2025-12-31 |
| 260 | BROWN ADVISORY INC | 49,336 | $3.7M | 0.02% | 2025-12-31 |
| 261 | Sterling Wealth Management, Inc. | 48,874 | $3.6M | 0.02% | 2025-12-31 |
| 262 | Red Door Wealth Management, LLC | 48,688 | $3.6M | 0.02% | 2025-12-31 |
| 263 | Financial Council, LLC | 48,387 | $3.6M | 0.02% | 2025-12-31 |
| 264 | Lodestone Wealth Management LLC | 47,962 | $3.6M | 0.02% | 2025-12-31 |
| 265 | ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 47,493 | $3.5M | 0.02% | 2025-12-31 |
| 266 | Orion Porfolio Solutions, LLC | 45,721 | $3.4M | 0.02% | 2025-12-31 |
| 267 | Berger Financial Group, Inc | 45,499 | $3.4M | 0.02% | 2025-12-31 |
| 268 | Pinnacle Wealth Planning Services, Inc. | 45,354 | $3.4M | 0.02% | 2025-12-31 |
| 269 | FFT WEALTH MANAGEMENT LLC | 44,405 | $3.3M | 0.02% | 2025-12-31 |
| 270 | Caerus Investment Advisors, LLC | 44,020 | $3.3M | 0.02% | 2025-12-31 |
| 271 | Retirement Planning Group, LLC | 43,196 | $3.2M | 0.02% | 2025-12-31 |
| 272 | Foundations Investment Advisors, LLC | 42,935 | $3.2M | 0.02% | 2025-12-31 |
| 273 | Elser Financial Planning, Inc | 42,766 | $3.2M | 0.02% | 2025-12-31 |
| 274 | Acorn Wealth Advisors, LLC | 42,375 | $3.1M | 0.02% | 2025-12-31 |
| 275 | BANK OF MONTREAL /CAN/ | 41,763 | $3.1M | 0.02% | 2025-12-31 |
| 276 | 21 West Wealth Management LLC | 41,186 | $3.1M | 0.02% | 2025-12-31 |
| 277 | Shearwater Capital LLC | 40,866 | $3.0M | 0.02% | 2025-12-31 |
| 278 | MONETA GROUP INVESTMENT ADVISORS LLC | 40,864 | $3.0M | 0.02% | 2025-12-31 |
| 279 | Moisand Fitzgerald Tamayo, LLC | 40,784 | $3.0M | 0.02% | 2025-12-31 |
| 280 | Twin Cities Retirement Group LLC | 40,651 | $3.0M | 0.02% | 2025-12-31 |
| 281 | ELEVATE WEALTH ADVISORY, INC | 40,473 | $3.0M | 0.01% | 2025-12-31 |
| 282 | Brooklyn FI, LLC | 40,383 | $3.0M | 0.01% | 2025-12-31 |
| 283 | NORTHERN TRUST CORP | 40,149 | $3.0M | 0.01% | 2025-12-31 |
| 284 | LRI Investments, LLC | 39,720 | $2.9M | 0.01% | 2025-12-31 |
| 285 | POINCIANA ADVISORS GROUP, LLC | 39,717 | $2.9M | 0.01% | 2025-12-31 |
| 286 | LAM GROUP, INC. | 39,042 | $2.9M | 0.01% | 2025-12-31 |
| 287 | Donalies Financial Planning, LLC | 38,720 | $2.9M | 0.01% | 2025-12-31 |
| 288 | Kane Co Wealth Management, Inc. | 38,142 | $2.8M | 0.01% | 2025-12-31 |
| 289 | KESTRA PRIVATE WEALTH SERVICES, LLC | 37,776 | $2.8M | 0.01% | 2025-12-31 |
| 290 | MARYLAND CAPITAL ADVISORS INC. | 37,731 | $2.8M | 0.01% | 2025-12-31 |
| 291 | CURIO WEALTH, LLC | 36,607 | $2.8M | 0.01% | 2025-12-31 |
| 292 | True Wealth Design, LLC | 36,817 | $2.7M | 0.01% | 2025-12-31 |
| 293 | NBT BANK N A /NY | 148 | $2.7M | 0.00% | 2025-12-31 |
| 294 | Washington Trust Advisors, Inc. | 36,149 | $2.7M | 0.01% | 2025-12-31 |
| 295 | CWS Financial Advisors, LLC | 36,074 | $2.7M | 0.01% | 2025-12-31 |
| 296 | Walleye Partners, LLC | 35,403 | $2.6M | 0.01% | 2025-12-31 |
| 297 | Ponta Wealth Partners, LLC | 35,174 | $2.6M | 0.01% | 2025-12-31 |
| 298 | Lido Advisors, LLC | 35,532 | $2.6M | 0.01% | 2025-12-31 |
| 299 | ETF Portfolio Partners, Inc. | 34,999 | $2.6M | 0.01% | 2025-12-31 |
| 300 | Sanctuary Advisors, LLC | 34,447 | $2.6M | 0.01% | 2025-12-31 |
| 301 | Physician Wealth Advisors, Inc. | 34,105 | $2.5M | 0.01% | 2025-12-31 |
| 302 | AMARILLO NATIONAL BANK | 34,028 | $2.5M | 0.01% | 2025-12-31 |
| 303 | Life Planning Partners, Inc | 32,731 | $2.4M | 0.01% | 2025-12-31 |
| 304 | EP Wealth Advisors, LLC | 32,096 | $2.4M | 0.01% | 2025-12-31 |
| 305 | Accurate Wealth Management, LLC | 31,417 | $2.4M | 0.01% | 2025-12-31 |
| 306 | KAVAR CAPITAL PARTNERS GROUP, LLC | 31,252 | $2.3M | 0.01% | 2025-12-31 |
| 307 | ALLIUM FINANCIAL ADVISORS, LLC | 31,246 | $2.3M | 0.01% | 2025-12-31 |
| 308 | Old Peak Finance LLC | 31,108 | $2.3M | 0.01% | 2025-12-31 |
| 309 | Avestar Capital, LLC | 31,085 | $2.3M | 0.01% | 2025-12-31 |
| 310 | MONOGRAPH WEALTH ADVISORS, LLC | 30,955 | $2.3M | 0.01% | 2025-12-31 |
| 311 | Syverson Strege & Co | 31,543 | $2.3M | 0.01% | 2025-12-31 |
| 312 | WorthPointe, LLC | 30,788 | $2.3M | 0.01% | 2025-12-31 |
| 313 | SJS Investment Consulting Inc. | 30,775 | $2.3M | 0.01% | 2025-12-31 |
| 314 | Cambridge Financial Group, LLC | 34,573 | $2.3M | 0.01% | 2025-12-31 |
| 315 | Align Financial, LLC | 2,261,962 | $2.3M | 1.11% | 2025-12-31 |
| 316 | Yoder Wealth Management, Inc. | 30,129 | $2.2M | 0.01% | 2025-12-31 |
| 317 | BROWN BROTHERS HARRIMAN & CO | 29,864 | $2.2M | 0.01% | 2025-12-31 |
| 318 | BCO Wealth Management LLC | 29,835 | $2.2M | 0.01% | 2025-12-31 |
| 319 | Aprio Wealth Management, LLC | 29,285 | $2.2M | 0.01% | 2025-12-31 |
| 320 | TIAA TRUST, NATIONAL ASSOCIATION | 29,179 | $2.2M | 0.01% | 2025-12-31 |
| 321 | Merit Financial Group, LLC | 29,150 | $2.2M | 0.01% | 2025-12-31 |
| 322 | Team Hewins, LLC | 28,895 | $2.1M | 0.01% | 2025-12-31 |
| 323 | Dodds Wealth, LLC | 28,338 | $2.1M | 0.01% | 2025-12-31 |
| 324 | SIGNATUREFD, LLC | 28,111 | $2.1M | 0.01% | 2025-12-31 |
| 325 | Winthrop Advisory Group LLC | 28,047 | $2.1M | 0.01% | 2025-12-31 |
| 326 | HARBOUR INVESTMENTS, INC. | 27,894 | $2.1M | 0.01% | 2025-12-31 |
| 327 | Abacus Wealth Partners, LLC | 27,741 | $2.1M | 0.01% | 2025-12-31 |
| 328 | Ashton Thomas Private Wealth, LLC | 27,628 | $2.0M | 0.01% | 2025-12-31 |
| 329 | US BANCORP \DE\ | 27,250 | $2.0M | 0.01% | 2025-12-31 |
| 330 | Glass Jacobson Investment Advisors llc | 27,123 | $2.0M | 0.01% | 2025-12-31 |
| 331 | Sensible Money, LLC | 26,841 | $2.0M | 0.01% | 2025-12-31 |
| 332 | Biltmore Family Office, LLC | 26,815 | $2.0M | 0.01% | 2025-12-31 |
| 333 | Allegiance Financial Group Advisory Services LLC | 26,688 | $2.0M | 0.01% | 2025-12-31 |
| 334 | Integrated Advisors Network LLC | 26,508 | $2.0M | 0.01% | 2025-12-31 |
| 335 | PARSONS CAPITAL MANAGEMENT INC/RI | 26,445 | $2.0M | 0.01% | 2025-12-31 |
| 336 | Nova R Wealth, Inc. | 25,935 | $1.9M | 0.01% | 2025-12-31 |
| 337 | Belleair Asset Management, LLC | 25,587 | $1.9M | 0.01% | 2025-12-31 |
| 338 | Lakeshore Financial Planning, Inc. | 25,502 | $1.9M | 0.01% | 2025-12-31 |
| 339 | Nicholas Hoffman & Company, LLC. | 25,460 | $1.9M | 0.01% | 2025-12-31 |
| 340 | FAS Wealth Partners, Inc. | 25,179 | $1.9M | 0.01% | 2025-12-31 |
| 341 | Citrine Capital LLC | 24,476 | $1.8M | 0.01% | 2025-12-31 |
| 342 | 49 WEALTH MANAGEMENT, LLC | 24,433 | $1.8M | 0.01% | 2025-12-31 |
| 343 | Verdence Capital Advisors LLC | 24,387 | $1.8M | 0.01% | 2025-12-31 |
| 344 | Parallel Advisors, LLC | 24,121 | $1.8M | 0.01% | 2025-12-31 |
| 345 | Falcon Wealth Planning | 24,117 | $1.8M | 0.01% | 2025-12-31 |
| 346 | MAI Capital Management | 24,105 | $1.8M | 0.01% | 2025-12-31 |
| 347 | Bell Bank | 23,914 | $1.8M | 0.01% | 2025-12-31 |
| 348 | Midwest Trust Co | 23,874 | $1.8M | 0.01% | 2025-12-31 |
| 349 | Arista Wealth Management, LLC | 23,840 | $1.8M | 0.01% | 2025-12-31 |
| 350 | Truepoint, Inc. | 23,812 | $1.8M | 0.01% | 2025-12-31 |
| 351 | D.A. DAVIDSON & CO. | 23,569 | $1.7M | 0.01% | 2025-12-31 |
| 352 | Red Tortoise LLC | 23,165 | $1.7M | 0.01% | 2025-12-31 |
| 353 | Rockefeller Capital Management L.P. | 22,766 | $1.7M | 0.01% | 2025-12-31 |
| 354 | FIFTH THIRD BANCORP | 22,608 | $1.7M | 0.01% | 2025-12-31 |
| 355 | &PARTNERS | 22,271 | $1.7M | 0.01% | 2025-12-31 |
| 356 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 22,245 | $1.6M | 0.01% | 2025-12-31 |
| 357 | Beacon Financial Strategies CORP | 22,239 | $1.6M | 0.01% | 2025-12-31 |
| 358 | Five Oceans Advisors | 22,188 | $1.6M | 0.01% | 2025-12-31 |
| 359 | Pinnacle Financial Partners, Inc. | 22,092 | $1.6M | 0.01% | 2025-12-31 |
| 360 | Wick Capital Partners, LLC | 7,164 | $1.6M | 0.00% | 2025-12-31 |
| 361 | Long Island Wealth Management, Inc. | 21,929 | $1.6M | 0.01% | 2025-12-31 |
| 362 | K2 Financial Inc. | 21,547 | $1.6M | 0.01% | 2025-12-31 |
| 363 | RAM Investment Partners, LLC | 21,830 | $1.6M | 0.01% | 2025-12-31 |
| 364 | SwitchPoint Financial Planning, LLC | 21,451 | $1.6M | 0.01% | 2025-12-31 |
| 365 | JT Stratford LLC | 21,450 | $1.6M | 0.01% | 2025-12-31 |
| 366 | Prime Capital Investment Advisors, LLC | 21,413 | $1.6M | 0.01% | 2025-12-31 |
| 367 | Applied Capital LLC | 21,352 | $1.6M | 0.01% | 2025-12-31 |
| 368 | Samalin Investment Counsel, LLC | 20,865 | $1.5M | 0.01% | 2025-12-31 |
| 369 | MBM WEALTH CONSULTANTS, LLC | 20,831 | $1.5M | 0.01% | 2025-12-31 |
| 370 | KEYBANK NATIONAL ASSOCIATION/OH | 20,531 | $1.5M | 0.01% | 2025-12-31 |
| 371 | RENAISSANCE TECHNOLOGIES LLC | 20,300 | $1.5M | 0.01% | 2025-12-31 |
| 372 | AE Wealth Management LLC | 20,190 | $1.5M | 0.00% | 2025-12-31 |
| 373 | Heck Capital Advisors, LLC | 19,899 | $1.5M | 0.00% | 2025-12-31 |
| 374 | IHT Wealth Management, LLC | 19,846 | $1.5M | 0.00% | 2025-12-31 |
| 375 | Parkside Financial Bank & Trust | 19,463 | $1.4M | 0.00% | 2025-12-31 |
| 376 | U.S. Capital Wealth Advisors, LLC | 19,340 | $1.4M | 0.00% | 2025-12-31 |
| 377 | BWM Planning, LLC | 19,330 | $1.4M | 0.00% | 2025-12-31 |
| 378 | Nemes Rush Group LLC | 19,058 | $1.4M | 0.00% | 2025-12-31 |
| 379 | Apollon Financial, LLC | 18,806 | $1.4M | 0.00% | 2025-12-31 |
| 380 | SMITH CHAS P & ASSOCIATES PA CPAS | 18,728 | $1.4M | 0.00% | 2025-12-31 |
| 381 | Parkside Investments, LLC | 18,470 | $1.4M | 0.00% | 2025-12-31 |
| 382 | Vistica Wealth Advisors, LLC | 18,392 | $1.4M | 0.00% | 2025-12-31 |
| 383 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 18,355 | $1.4M | 0.00% | 2025-12-31 |
| 384 | First Financial Group Corp | 18,170 | $1.3M | 0.00% | 2025-12-31 |
| 385 | Triad Wealth Partners, LLC | 18,139 | $1.3M | 0.00% | 2025-12-31 |
| 386 | Valeo Financial Advisors, LLC | 17,899 | $1.3M | 0.00% | 2025-12-31 |
| 387 | CRA Financial Services, LLC | 17,805 | $1.3M | 0.00% | 2025-12-31 |
| 388 | Professional Financial Advisors, LLC | 17,734 | $1.3M | 0.00% | 2025-12-31 |
| 389 | PNC Financial Services Group, Inc. | 17,685 | $1.3M | 0.00% | 2025-12-31 |
| 390 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 17,445 | $1.3M | 0.00% | 2025-12-31 |
| 391 | WESBANCO BANK INC | 17,312 | $1.3M | 0.00% | 2025-12-31 |
| 392 | Aviance Capital Partners, LLC | 16,986 | $1.3M | 0.00% | 2025-12-31 |
| 393 | Tactive Advisors, LLC | 16,802 | $1.2M | 0.00% | 2025-12-31 |
| 394 | Texas Yale Capital Corp. | 16,575 | $1.2M | 0.00% | 2025-12-31 |
| 395 | Kovack Advisors, Inc. | 16,390 | $1.2M | 0.00% | 2025-12-31 |
| 396 | Steward Partners Investment Advisory, LLC | 16,278 | $1.2M | 0.00% | 2025-12-31 |
| 397 | Valued Wealth Advisors LLC | 16,260 | $1.2M | 0.00% | 2025-12-31 |
| 398 | NorthCrest Asset Manangement, LLC | 15,999 | $1.2M | 0.00% | 2025-12-31 |
| 399 | Clarity Wealth Development LLC | 15,861 | $1.2M | 0.00% | 2025-12-31 |
| 400 | Avantax Planning Partners, Inc. | 15,830 | $1.2M | 0.00% | 2025-12-31 |
| 401 | RITHOLTZ WEALTH MANAGEMENT | 15,792 | $1.2M | 0.00% | 2025-12-31 |
| 402 | Onyx Financial Advisors, LLC | 15,741 | $1.2M | 0.00% | 2025-12-31 |
| 403 | London & Capital Asset Management Ltd | 15,741 | $1.2M | 0.00% | 2025-12-31 |
| 404 | Western Wealth Management, LLC | 15,685 | $1.2M | 0.00% | 2025-12-31 |
| 405 | Investment Research Partners LLC | 15,467 | $1.2M | 0.00% | 2025-12-31 |
| 406 | Simplicity Wealth,LLC | 15,564 | $1.2M | 0.00% | 2025-12-31 |
| 407 | Eldridge Investment Advisors, Inc. | 15,464 | $1.1M | 0.00% | 2025-12-31 |
| 408 | Financial Plan, Inc. | 15,393 | $1.1M | 0.00% | 2025-12-31 |
| 409 | MATHER GROUP, LLC. | 15,271 | $1.1M | 0.00% | 2025-12-31 |
| 410 | 25 LLC | 15,098 | $1.1M | 0.00% | 2025-12-31 |
| 411 | Magnolia Private Wealth, LLC | 14,801 | $1.1M | 0.00% | 2025-12-31 |
| 412 | Vigil Wealth Management, LLC | 14,749 | $1.1M | 0.00% | 2025-12-31 |
| 413 | WestHill Financial Advisors, Inc. | 14,702 | $1.1M | 0.00% | 2025-12-31 |
| 414 | Strategic Investment Solutions, Inc. /IL | 14,944 | $1.1M | 0.00% | 2025-12-31 |
| 415 | North Ridge Wealth Advisors, Inc. | 14,584 | $1.1M | 0.00% | 2025-12-31 |
| 416 | Francis Financial, Inc. | 14,400 | $1.1M | 0.00% | 2025-12-31 |
| 417 | Montz Harcus Wealth Management LLC | 14,381 | $1.1M | 0.00% | 2025-12-31 |
| 418 | Summit Asset Management, LLC | 14,345 | $1.1M | 0.00% | 2025-12-31 |
| 419 | AMERIPRISE FINANCIAL INC | 14,339 | $1.1M | 0.00% | 2025-12-31 |
| 420 | Beacon Financial Advisory LLC | 14,269 | $1.1M | 0.00% | 2025-12-31 |
| 421 | Prestige Wealth Management Group LLC | 14,131 | $1.0M | 0.00% | 2025-12-31 |
| 422 | Prism Planning Partners LLC | 13,996 | $1.0M | 0.00% | 2025-12-31 |
| 423 | Financial Harvest, LLC | 13,993 | $1.0M | 0.00% | 2025-12-31 |
| 424 | Laird Norton Wetherby Trust Company, LLC | 13,667 | $1.0M | 0.00% | 2025-12-31 |
| 425 | Measured Wealth Private Client Group, LLC | 13,548 | $1.0M | 0.00% | 2025-12-31 |
| 426 | Perigon Wealth Management, LLC | 13,479 | $999.7K | 0.00% | 2025-12-31 |
| 427 | Mustard Seed Financial, LLC | 13,381 | $992.5K | 0.00% | 2025-12-31 |
| 428 | CATHY PARETO & ASSOCIATES, INC | 13,375 | $992.0K | 0.00% | 2025-12-31 |
| 429 | Pure Financial Advisors, LLC | 13,256 | $983.2K | 0.00% | 2025-12-31 |
| 430 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 13,210 | $979.8K | 0.00% | 2025-12-31 |
| 431 | NAPLES GLOBAL ADVISORS, LLC | 13,152 | $975.5K | 0.00% | 2025-12-31 |
| 432 | SP Asset Management LLC | 13,121 | $973.2K | 0.00% | 2025-12-31 |
| 433 | Calydon Capital | 13,099 | $971.5K | 0.00% | 2025-12-31 |
| 434 | Milestone Asset Management Group, LLC | 13,092 | $971.0K | 0.00% | 2025-12-31 |
| 435 | Forum Private Client Group LLC | 12,788 | $948.5K | 0.00% | 2025-12-31 |
| 436 | Cogent Private Wealth, Inc. | 12,681 | $940.5K | 0.00% | 2025-12-31 |
| 437 | IFG Advisors, LLC | 12,634 | $937.1K | 0.00% | 2025-12-31 |
| 438 | SpringVest Wealth Management LLC | 12,519 | $928.5K | 0.00% | 2025-12-31 |
| 439 | HANOVER ADVISORS INC | 12,397 | $919.5K | 0.00% | 2025-12-31 |
| 440 | Everhart Financial Group, Inc. | 12,328 | $914.4K | 0.00% | 2025-12-31 |
| 441 | FRANKLIN RESOURCES INC | 12,326 | $914.2K | 0.00% | 2025-12-31 |
| 442 | EVOKE WEALTH, LLC | 12,322 | $913.9K | 0.00% | 2025-12-31 |
| 443 | NorthRock Partners, LLC | 12,289 | $911.5K | 0.00% | 2025-12-31 |
| 444 | Shira Ridge Wealth Management | 12,249 | $908.5K | 0.00% | 2025-12-31 |
| 445 | PRIVATE MANAGEMENT GROUP INC | 12,243 | $908.1K | 0.00% | 2025-12-31 |
| 446 | AdvisorNet Financial, Inc | 12,211 | $905.7K | 0.00% | 2025-12-31 |
| 447 | Leo Wealth, LLC | 12,197 | $904.6K | 0.00% | 2025-12-31 |
| 448 | Center for Financial Planning, Inc. | 12,183 | $903.6K | 0.00% | 2025-12-31 |