CUSIP 25434V500
DIMENSIONAL ETF TRUST
450 institutions · $9.49B total · 131,257,584 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Creative Planning | 24,403,395 | $1.70B | 18.59% | 2025-12-31 |
| 2 | NORTHERN TRUST CORP | 7,095,666 | $494.4M | 5.40% | 2025-12-31 |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,378,611 | $492.1M | 1.81% | 2025-12-31 |
| 4 | Index Fund Advisors, Inc. | 5,844,597 | $407.2M | 4.45% | 2025-12-31 |
| 5 | BANK OF AMERICA CORP /DE/ | 4,483,127 | $312.3M | 3.41% | 2025-12-31 |
| 6 | Focus Partners Wealth | 3,517,043 | $245.0M | 2.67% | 2025-12-31 |
| 7 | Pure Financial Advisors, LLC | 3,104,414 | $216.3M | 2.36% | 2025-12-31 |
| 8 | TCI Wealth Advisors, Inc. | 2,555,837 | $178.1M | 1.94% | 2025-12-31 |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 1,552,450 | $108.2M | 1.18% | 2025-12-31 |
| 10 | Midwest Trust Co | 1,384,944 | $96.5M | 1.05% | 2025-12-31 |
| 11 | Root Financial Partners, LLC | 1,355,176 | $94.4M | 1.03% | 2025-12-31 |
| 12 | Plancorp, LLC | 1,306,504 | $91.0M | 0.99% | 2025-12-31 |
| 13 | Vise Technologies, Inc. | 1,257,727 | $87.6M | 0.95% | 2025-12-31 |
| 14 | Savant Capital, LLC | 1,189,294 | $82.9M | 0.90% | 2025-12-31 |
| 15 | Premier Financial Group | 1,182,919 | $82.8M | 0.90% | 2025-12-31 |
| 16 | Evanson Asset Management, LLC | 1,162,402 | $81.0M | 0.88% | 2025-12-31 |
| 17 | Royal Bank of Canada | 1,142,605 | $79.6M | 0.87% | 2025-12-31 |
| 18 | Washington Trust Bank | 1,133,112 | $78.9M | 0.86% | 2025-12-31 |
| 19 | First Command Advisory Services, Inc. | 1,130,069 | $78.7M | 0.86% | 2025-12-31 |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | 1,118,981 | $78.0M | 0.85% | 2025-12-31 |
| 21 | Great Waters Wealth Management | 1,049,586 | $73.1M | 0.79% | 2025-12-31 |
| 22 | BANK OF MONTREAL /CAN/ | 1,006,928 | $70.2M | 0.76% | 2025-12-31 |
| 23 | Confluence Wealth Services, Inc. | 1,006,896 | $70.2M | 0.76% | 2025-12-31 |
| 24 | HighTower Advisors, LLC | 999,202 | $69.6M | 0.76% | 2025-12-31 |
| 25 | Moisand Fitzgerald Tamayo, LLC | 966,616 | $67.3M | 0.73% | 2025-12-31 |
| 26 | UBS Group AG | 919,104 | $64.0M | 0.70% | 2025-12-31 |
| 27 | LPL Financial LLC | 889,001 | $61.9M | 0.67% | 2025-12-31 |
| 28 | Focus Partners Advisor Solutions, LLC | 839,534 | $58.5M | 0.63% | 2025-12-31 |
| 29 | MassMutual Private Wealth & Trust, FSB | 760,466 | $53.0M | 0.57% | 2025-12-31 |
| 30 | DiNuzzo Private Wealth, Inc. | 735,392 | $51.2M | 0.56% | 2025-12-31 |
| 31 | Stordahl Capital Management, Inc. | 721,406 | $50.3M | 0.54% | 2025-12-31 |
| 32 | Chicago Partners Investment Group LLC | 667,600 | $49.7M | 0.50% | 2025-12-31 |
| 33 | Wealth Management Nebraska | 704,276 | $49.1M | 0.53% | 2025-12-31 |
| 34 | BROWN ADVISORY INC | 665,724 | $46.4M | 0.50% | 2025-12-31 |
| 35 | COMMONWEALTH EQUITY SERVICES, LLC | 654,144 | $45.6M | 0.49% | 2025-12-31 |
| 36 | Three Arch Wealth Management LLC | 640,922 | $44.7M | 0.48% | 2025-12-31 |
| 37 | DAVENPORT & Co LLC | 632,175 | $44.0M | 0.48% | 2025-12-31 |
| 38 | Bleakley Financial Group, LLC | 618,560 | $43.1M | 0.47% | 2025-12-31 |
| 39 | Cetera Investment Advisers | 600,702 | $41.9M | 0.45% | 2025-12-31 |
| 40 | Pathstone Holdings, LLC | 577,477 | $40.2M | 0.43% | 2025-12-31 |
| 41 | DIXON FNANCIAL SERVICES, INC. | 561,605 | $39.1M | 0.42% | 2025-12-31 |
| 42 | Beaird Harris Wealth Management, LLC | 555,086 | $38.7M | 0.42% | 2025-12-31 |
| 43 | SAX WEALTH ADVISORS, LLC | 548,487 | $38.2M | 0.41% | 2025-12-31 |
| 44 | Cerity Partners LLC | 538,285 | $37.5M | 0.41% | 2025-12-31 |
| 45 | Modera Wealth Management, LLC | 518,222 | $36.1M | 0.39% | 2025-12-31 |
| 46 | RAYMOND JAMES FINANCIAL INC | 482,819 | $33.6M | 0.36% | 2025-12-31 |
| 47 | KWMG, LLC | 482,648 | $33.6M | 0.36% | 2025-12-31 |
| 48 | Austin Asset Management Co Inc | 472,914 | $32.9M | 0.36% | 2025-12-31 |
| 49 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 465,214 | $32.4M | 0.35% | 2025-12-31 |
| 50 | Richard Young Associates, Ltd. | 455,789 | $31.8M | 0.34% | 2025-12-31 |
| 51 | Sequoia Financial Advisors, LLC | 452,836 | $31.5M | 0.34% | 2025-12-31 |
| 52 | Hurlow Wealth Management Group, Inc. | 448,766 | $31.3M | 0.34% | 2025-12-31 |
| 53 | Mariner, LLC | 446,988 | $31.1M | 0.34% | 2025-12-31 |
| 54 | Heritage Investment Group, Inc. | 443,051 | $30.9M | 0.33% | 2025-12-31 |
| 55 | Corient Private Wealth LLC | 442,074 | $30.8M | 0.33% | 2025-12-31 |
| 56 | Heritage Wealth Management, Inc./Texas | 427,125 | $29.8M | 0.32% | 2025-12-31 |
| 57 | ACORN CREEK CAPITAL LLC | 425,052 | $29.6M | 0.32% | 2025-12-31 |
| 58 | FINANCIAL CONSULATE, INC | 424,499 | $29.6M | 0.32% | 2025-12-31 |
| 59 | DecisionPoint Financial, LLC | 414,750 | $28.9M | 0.31% | 2025-12-31 |
| 60 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 396,997 | $28.8M | 0.30% | 2025-12-31 |
| 61 | Tanager Wealth Management LLP | 408,871 | $28.5M | 0.31% | 2025-12-31 |
| 62 | COMERICA BANK | 370,478 | $25.8M | 0.28% | 2025-12-31 |
| 63 | Divergent Planning, LLC | 361,021 | $25.4M | 0.27% | 2025-12-31 |
| 64 | CHOREO, LLC | 358,655 | $25.3M | 0.27% | 2025-12-31 |
| 65 | CAPTRUST FINANCIAL ADVISORS | 355,904 | $24.8M | 0.27% | 2025-12-31 |
| 66 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 352,483 | $24.6M | 0.26% | 2025-12-31 |
| 67 | Disciplined Equity Management, Inc. | 350,232 | $24.4M | 0.26% | 2025-12-31 |
| 68 | Guardian Wealth Management, LLC | 338,472 | $23.6M | 0.25% | 2025-12-31 |
| 69 | TRUIST FINANCIAL CORP | 338,122 | $23.6M | 0.25% | 2025-12-31 |
| 70 | Foster Group, Inc. | 332,181 | $23.1M | 0.25% | 2025-12-31 |
| 71 | Your Advocates Ltd., LLP | 329,790 | $23.0M | 0.25% | 2025-12-31 |
| 72 | Beacon Pointe Advisors, LLC | 329,494 | $23.0M | 0.25% | 2025-12-31 |
| 73 | Arax Advisory Partners | 326,465 | $22.7M | 0.24% | 2025-12-31 |
| 74 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 323,700 | $22.6M | 0.24% | 2025-12-31 |
| 75 | Farther Finance Advisors, LLC | 319,942 | $22.3M | 0.24% | 2025-12-31 |
| 76 | BUILDER INVESTMENT GROUP INC /ADV | 318,809 | $22.2M | 0.24% | 2025-12-31 |
| 77 | Stadion Money Management, LLC | 317,163 | $22.1M | 0.24% | 2025-12-31 |
| 78 | Planning Center, Inc. | 313,146 | $21.8M | 0.23% | 2025-12-31 |
| 79 | EP Wealth Advisors, LLC | 309,315 | $21.5M | 0.23% | 2025-12-31 |
| 80 | Tilson Financial Group, Inc. | 303,666 | $21.2M | 0.23% | 2025-12-31 |
| 81 | MASECO LLP | 298,511 | $20.8M | 0.22% | 2025-12-31 |
| 82 | MISSION WEALTH MANAGEMENT, LP | 297,096 | $20.7M | 0.22% | 2025-12-31 |
| 83 | Timonier Family Office, LTD. | 296,472 | $20.7M | 0.22% | 2025-12-31 |
| 84 | PCA Investment Advisory Services Inc. | 289,187 | $20.1M | 0.22% | 2025-12-31 |
| 85 | Forum Private Client Group LLC | 288,650 | $20.1M | 0.21% | 2025-12-31 |
| 86 | PINNEY & SCOFIELD, INC. | 288,343 | $20.1M | 0.21% | 2025-12-31 |
| 87 | McNamara Financial Services, Inc. | 286,036 | $19.9M | 0.21% | 2025-12-31 |
| 88 | Pillar Financial Advisors, LLC | 285,337 | $19.9M | 0.21% | 2025-12-31 |
| 89 | AdvisorNet Financial, Inc | 285,119 | $19.9M | 0.21% | 2025-12-31 |
| 90 | HILL ISLAND FINANCIAL LLC | 280,214 | $19.5M | 0.21% | 2025-12-31 |
| 91 | McLean Asset Management Corp | 263,163 | $19.5M | 0.20% | 2025-12-31 |
| 92 | Forvis Mazars Wealth Advisors, LLC | 273,380 | $19.0M | 0.20% | 2025-12-31 |
| 93 | Allodium Investment Consultants, LLC | 269,525 | $18.8M | 0.20% | 2025-12-31 |
| 94 | Financial Synergies Wealth Advisors, Inc. | 268,854 | $18.7M | 0.20% | 2025-12-31 |
| 95 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | 257,333 | $18.7M | 0.19% | 2025-12-31 |
| 96 | Parkwoods Wealth Partners, LLC | 267,844 | $18.7M | 0.20% | 2025-12-31 |
| 97 | Tassel Capital Management, Inc. | 265,846 | $18.5M | 0.20% | 2025-12-31 |
| 98 | Advisory Alpha, LLC | 264,962 | $18.5M | 0.20% | 2025-12-31 |
| 99 | MONOGRAPH WEALTH ADVISORS, LLC | 263,405 | $18.4M | 0.20% | 2025-12-31 |
| 100 | OSAIC HOLDINGS, INC. | 262,822 | $18.3M | 0.20% | 2025-12-31 |
| 101 | CLUNE & ASSOCIATES, LTD. | 254,358 | $17.7M | 0.19% | 2025-12-31 |
| 102 | EnRich Financial Partners LLC | 254,109 | $17.7M | 0.19% | 2025-12-31 |
| 103 | LRI Investments, LLC | 247,036 | $17.2M | 0.18% | 2025-12-31 |
| 104 | WPWealth LLP | 242,771 | $16.9M | 0.18% | 2025-12-31 |
| 105 | Lutz Financial Services LLC | 237,201 | $16.5M | 0.18% | 2025-12-31 |
| 106 | New Hampshire Trust | 236,637 | $16.5M | 0.18% | 2025-12-31 |
| 107 | OneDigital Investment Advisors LLC | 229,504 | $16.0M | 0.17% | 2025-12-31 |
| 108 | G2 CAPITAL MANAGEMENT, LLC / OH | 227,558 | $15.9M | 0.17% | 2025-12-31 |
| 109 | SENTINEL WEALTH MANAGEMENT, INC. | 221,175 | $15.4M | 0.16% | 2025-12-31 |
| 110 | Aspen Capital Management, LLC | 220,759 | $15.4M | 0.16% | 2025-12-31 |
| 111 | STIFEL FINANCIAL CORP | 213,122 | $14.8M | 0.16% | 2025-12-31 |
| 112 | West Financial Advisors, LLC | 212,021 | $14.8M | 0.16% | 2025-12-31 |
| 113 | McGlone Suttner Wealth Management, Inc. | 209,240 | $14.6M | 0.15% | 2025-12-31 |
| 114 | True Link Financial Advisors, LLC | 208,580 | $14.5M | 0.15% | 2025-12-31 |
| 115 | Tillman Hartley LLC | 204,881 | $14.3M | 0.15% | 2025-12-31 |
| 116 | Dynamic Advisor Solutions LLC | 203,109 | $14.2M | 0.15% | 2025-12-31 |
| 117 | Financial Engines Advisors L.L.C. | 200,285 | $14.0M | 0.15% | 2025-12-31 |
| 118 | Bridgewater Advisors Inc. | 176,396 | $13.3M | 0.13% | 2025-12-31 |
| 119 | Midwest Heritage Bank, FSB | 188,529 | $13.1M | 0.14% | 2025-12-31 |
| 120 | JONES FINANCIAL COMPANIES LLLP | 186,475 | $13.0M | 0.14% | 2025-12-31 |
| 121 | Wescott Financial Advisory Group, LLC | 186,450 | $13.0M | 0.14% | 2025-12-31 |
| 122 | AIRE ADVISORS, LLC | 184,639 | $12.9M | 0.14% | 2025-12-31 |
| 123 | Spinnaker Investment Group, LLC | 183,359 | $12.8M | 0.13% | 2025-12-31 |
| 124 | Sterling Wealth Management, Inc. | 182,708 | $12.7M | 0.13% | 2025-12-31 |
| 125 | American Investment Services, Inc. | 181,990 | $12.7M | 0.13% | 2025-12-31 |
| 126 | Syverson Strege & Co | 175,826 | $12.2M | 0.13% | 2025-12-31 |
| 127 | Modern Wealth Management, LLC | 175,246 | $12.2M | 0.13% | 2025-12-31 |
| 128 | Pacific Sage Partners, LLC | 174,422 | $12.2M | 0.13% | 2025-12-31 |
| 129 | Smartleaf Asset Management LLC | 172,018 | $12.1M | 0.13% | 2025-12-31 |
| 130 | Trinity Financial Advisors LLC | 173,752 | $12.1M | 0.13% | 2025-12-31 |
| 131 | Orion Porfolio Solutions, LLC | 173,709 | $12.1M | 0.13% | 2025-12-31 |
| 132 | BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 173,048 | $12.1M | 0.13% | 2025-12-31 |
| 133 | Invst, LLC | 172,883 | $12.0M | 0.13% | 2025-12-31 |
| 134 | Summit Wealth Group, LLC | 168,102 | $11.7M | 0.12% | 2025-12-31 |
| 135 | Burk Holdings LLC | 167,771 | $11.7M | 0.12% | 2025-12-31 |
| 136 | Mendota Financial Group, LLC | 165,954 | $11.6M | 0.12% | 2025-12-31 |
| 137 | Allworth Financial LP | 165,331 | $11.5M | 0.12% | 2025-12-31 |
| 138 | HARBOUR INVESTMENTS, INC. | 162,106 | $11.3M | 0.12% | 2025-12-31 |
| 139 | Conservest Capital Advisors, Inc. | 160,558 | $11.2M | 0.12% | 2025-12-31 |
| 140 | Clear Creek Financial Management, LLC | 160,312 | $11.2M | 0.12% | 2025-12-31 |
| 141 | One Capital Management, LLC | 159,919 | $11.1M | 0.12% | 2025-12-31 |
| 142 | B&D White Capital Company, LLC | 156,385 | $10.9M | 0.11% | 2025-12-31 |
| 143 | JGP Wealth Management, LLC | 156,074 | $10.9M | 0.11% | 2025-12-31 |
| 144 | WorthPointe, LLC | 154,694 | $10.8M | 0.11% | 2025-12-31 |
| 145 | Daner Wealth Management, LLC | 140,535 | $10.7M | 0.10% | 2025-12-31 |
| 146 | JPMORGAN CHASE & CO | 152,795 | $10.6M | 0.11% | 2025-12-31 |
| 147 | Pioneer Wealth Management Group | 150,163 | $10.5M | 0.11% | 2025-12-31 |
| 148 | MML INVESTORS SERVICES, LLC | 149,599 | $10.4M | 0.11% | 2025-12-31 |
| 149 | MAI Capital Management | 147,991 | $10.3M | 0.11% | 2025-12-31 |
| 150 | Envision Financial Planning, LLC | 143,062 | $10.0M | 0.10% | 2025-12-31 |
| 151 | DRAVO BAY LLC | 142,178 | $9.9M | 0.10% | 2025-12-31 |
| 152 | Granite Harbor Advisors, Inc. | 139,979 | $9.8M | 0.10% | 2025-12-31 |
| 153 | WELLS FARGO & COMPANY/MN | 138,978 | $9.7M | 0.10% | 2025-12-31 |
| 154 | Efficient Advisors, LLC | 138,942 | $9.7M | 0.10% | 2025-12-31 |
| 155 | Wealth Management Partners, LLC | 138,025 | $9.6M | 0.10% | 2025-12-31 |
| 156 | Baird Financial Group, Inc. | 136,704 | $9.5M | 0.10% | 2025-12-31 |
| 157 | CGN Advisors LLC | 136,525 | $9.5M | 0.10% | 2025-12-31 |
| 158 | EARNED WEALTH ADVISORS, LLC | 135,956 | $9.5M | 0.10% | 2025-12-31 |
| 159 | Spire Wealth Management | 135,829 | $9.5M | 0.10% | 2025-12-31 |
| 160 | FIRST NATIONAL BANK SIOUX FALLS | 134,762 | $9.4M | 0.10% | 2025-12-31 |
| 161 | AXXCESS WEALTH MANAGEMENT, LLC | 134,564 | $9.4M | 0.10% | 2025-12-31 |
| 162 | Gemmer Asset Management LLC | 134,462 | $9.4M | 0.10% | 2025-12-31 |
| 163 | PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 133,628 | $9.3M | 0.10% | 2025-12-31 |
| 164 | Waterfront Wealth Inc. | 124,248 | $9.3M | 0.09% | 2025-12-31 |
| 165 | WEBSTER BANK, N. A. | 132,433 | $9.2M | 0.10% | 2025-12-31 |
| 166 | 1900 WEALTH MANAGEMENT LLC | 131,954 | $9.2M | 0.10% | 2025-12-31 |
| 167 | VeraBank, N.A. | 131,193 | $9.1M | 0.09% | 2025-12-31 |
| 168 | SB Capital Management Inc | 129,672 | $9.0M | 0.09% | 2025-12-31 |
| 169 | GEM Asset Management, LLC | 123,882 | $8.9M | 0.09% | 2025-12-31 |
| 170 | Ballentine Capital Advisors, Inc | 126,970 | $8.8M | 0.09% | 2025-12-31 |
| 171 | Vermillion Wealth Management, Inc. | 126,637 | $8.8M | 0.09% | 2025-12-31 |
| 172 | TFO Wealth Partners, LLC | 125,304 | $8.7M | 0.09% | 2025-12-31 |
| 173 | CARDIFF PARK ADVISORS, LLC | 124,844 | $8.7M | 0.09% | 2025-12-31 |
| 174 | CarsonAllaria Wealth Management, Ltd. | 124,151 | $8.6M | 0.09% | 2025-12-31 |
| 175 | Kestra Advisory Services, LLC | 121,475 | $8.5M | 0.09% | 2025-12-31 |
| 176 | Hardy Reed LLC | 121,461 | $8.5M | 0.09% | 2025-12-31 |
| 177 | VESTIA PERSONAL WEALTH ADVISORS | 109,997 | $8.3M | 0.08% | 2025-12-31 |
| 178 | CURIO WEALTH, LLC | 115,989 | $8.3M | 0.08% | 2025-12-31 |
| 179 | KEB ASSET MANAGEMENT, LLC | 117,996 | $8.2M | 0.08% | 2025-12-31 |
| 180 | First National Trust Co | 115,900 | $8.1M | 0.08% | 2025-12-31 |
| 181 | Cedar Point Capital Partners, LLC | 115,764 | $8.1M | 0.08% | 2025-12-31 |
| 182 | ASPIRIANT, LLC | 115,482 | $8.0M | 0.08% | 2025-12-31 |
| 183 | Pinnacle Financial Group, LLC / IL | 113,248 | $7.9M | 0.08% | 2025-12-31 |
| 184 | Larson Financial Group LLC | 110,869 | $7.7M | 0.08% | 2025-12-31 |
| 185 | Yardley Wealth Management LLC | 110,606 | $7.7M | 0.08% | 2025-12-31 |
| 186 | RFG Advisory, LLC | 110,136 | $7.7M | 0.08% | 2025-12-31 |
| 187 | Rockefeller Capital Management L.P. | 108,810 | $7.6M | 0.08% | 2025-12-31 |
| 188 | Private Advisor Group, LLC | 107,822 | $7.5M | 0.08% | 2025-12-31 |
| 189 | KPP Advisory Services LLC | 107,342 | $7.5M | 0.08% | 2025-12-31 |
| 190 | Ruggaard & Associates LLC | 106,458 | $7.4M | 0.08% | 2025-12-31 |
| 191 | CLARIS ADVISORS, LLC / MO / | 106,207 | $7.4M | 0.08% | 2025-12-31 |
| 192 | Forum Financial Management, LP | 104,430 | $7.3M | 0.07% | 2025-12-31 |
| 193 | Cascade Wealth Advisors, Inc | 98,395 | $7.3M | 0.07% | 2025-12-31 |
| 194 | Ruedi Wealth Management, Inc. | 103,444 | $7.2M | 0.07% | 2025-12-31 |
| 195 | LAM GROUP, INC. | 101,898 | $7.1M | 0.07% | 2025-12-31 |
| 196 | Aegis Wealth Management LLC | 101,028 | $7.0M | 0.07% | 2025-12-31 |
| 197 | KELLEHER FINANCIAL ADVISORS | 99,422 | $6.9M | 0.07% | 2025-12-31 |
| 198 | JDH Wealth Management, LLC | 99,321 | $6.9M | 0.07% | 2025-12-31 |
| 199 | Visionary Wealth Advisors | 98,841 | $6.9M | 0.07% | 2025-12-31 |
| 200 | Kooman & Associates | 98,309 | $6.8M | 0.07% | 2025-12-31 |
| 201 | ESG Planning DBA Harper Investing | 97,495 | $6.8M | 0.07% | 2025-12-31 |
| 202 | PINKERTON WEALTH, LLC | 95,894 | $6.7M | 0.07% | 2025-12-31 |
| 203 | Forza Wealth Management, LLC | 95,720 | $6.7M | 0.07% | 2025-12-31 |
| 204 | JMG Financial Group, Ltd. | 94,533 | $6.6M | 0.07% | 2025-12-31 |
| 205 | MBA Advisors LLC | 94,481 | $6.6M | 0.07% | 2025-12-31 |
| 206 | Platform Technology Partners | 93,873 | $6.5M | 0.07% | 2025-12-31 |
| 207 | Alpha Financial Advisors, LLC | 93,078 | $6.5M | 0.07% | 2025-12-31 |
| 208 | RF&L WEALTH MANAGEMENT, LLC | 93,068 | $6.5M | 0.07% | 2025-12-31 |
| 209 | NewEdge Advisors, LLC | 93,066 | $6.5M | 0.07% | 2025-12-31 |
| 210 | COLLECTIVE FAMILY OFFICE LLC | 92,926 | $6.5M | 0.07% | 2025-12-31 |
| 211 | Discipline Wealth Solutions, LLC | 92,650 | $6.5M | 0.07% | 2025-12-31 |
| 212 | Parker Financial LLC | 90,469 | $6.3M | 0.06% | 2025-12-31 |
| 213 | KMT WEALTH MANAGEMENT, LLC | 90,461 | $6.3M | 0.06% | 2025-12-31 |
| 214 | ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 89,797 | $6.3M | 0.06% | 2025-12-31 |
| 215 | Zhang Financial LLC | 88,653 | $6.2M | 0.06% | 2025-12-31 |
| 216 | BlackRock, Inc. | 87,201 | $6.1M | 0.06% | 2025-12-31 |
| 217 | AQR CAPITAL MANAGEMENT LLC | 87,001 | $6.1M | 0.06% | 2025-12-31 |
| 218 | MORGAN STANLEY | 85,368 | $5.9M | 0.06% | 2025-12-31 |
| 219 | CPA Asset Management LLC | 84,303 | $5.9M | 0.06% | 2025-12-31 |
| 220 | Seneschal Advisors, LLC | 79,563 | $5.5M | 0.06% | 2025-12-31 |
| 221 | Tortoise Investment Management, LLC | 78,062 | $5.4M | 0.05% | 2025-12-31 |
| 222 | Cordant, Inc. | 77,544 | $5.4M | 0.05% | 2025-12-31 |
| 223 | Pinnacle Financial Partners, Inc. | 77,517 | $5.4M | 0.05% | 2025-12-31 |
| 224 | SHERMAN PORFOLIOS, LLC | 76,289 | $5.3M | 0.05% | 2025-12-31 |
| 225 | BAYSHORE ASSET MANAGEMENT, LLC | 75,833 | $5.3M | 0.05% | 2025-12-31 |
| 226 | Physician Wealth Advisors, Inc. | 75,191 | $5.2M | 0.05% | 2025-12-31 |
| 227 | Birchcreek Wealth Management, LLC | 74,819 | $5.2M | 0.05% | 2025-12-31 |
| 228 | Apella Capital, LLC | 73,753 | $5.1M | 0.05% | 2025-12-31 |
| 229 | Frankly Finances, LLC | 73,651 | $5.1M | 0.05% | 2025-12-31 |
| 230 | BWM Planning, LLC | 73,337 | $5.1M | 0.05% | 2025-12-31 |
| 231 | First Financial Group Corp | 71,909 | $5.0M | 0.05% | 2025-12-31 |
| 232 | Hiley Hunt Wealth Management | 71,897 | $5.0M | 0.05% | 2025-12-31 |
| 233 | Quantinno Capital Management LP | 71,879 | $5.0M | 0.05% | 2025-12-31 |
| 234 | Bouchey Financial Group Ltd | 71,854 | $5.0M | 0.05% | 2025-12-31 |
| 235 | Napier Financial, LLC | 69,684 | $4.9M | 0.05% | 2025-12-31 |
| 236 | Sanctuary Advisors, LLC | 68,916 | $4.8M | 0.05% | 2025-12-31 |
| 237 | Altiora Financial Group, LLC | 68,074 | $4.7M | 0.05% | 2025-12-31 |
| 238 | Envestnet Portfolio Solutions, Inc. | 67,901 | $4.7M | 0.05% | 2025-12-31 |
| 239 | OAK HARBOR WEALTH PARTNERS, LLC | 67,516 | $4.7M | 0.05% | 2025-12-31 |
| 240 | Atlantic Union Bankshares Corp | 66,812 | $4.7M | 0.05% | 2025-12-31 |
| 241 | Kondo Wealth Advisors, Inc. | 66,092 | $4.6M | 0.05% | 2025-12-31 |
| 242 | Grunden Financial Advisory, Inc. | 65,786 | $4.6M | 0.05% | 2025-12-31 |
| 243 | Meridian Wealth Partners, LLC | 65,703 | $4.6M | 0.05% | 2025-12-31 |
| 244 | PFG Advisors | 65,655 | $4.6M | 0.05% | 2025-12-31 |
| 245 | FMB WEALTH MANAGEMENT | 64,944 | $4.5M | 0.04% | 2025-12-31 |
| 246 | DBK Financial Counsel, LLC | 64,557 | $4.5M | 0.04% | 2025-12-31 |
| 247 | Investmark Advisory Group LLC | 64,279 | $4.5M | 0.04% | 2025-12-31 |
| 248 | TME FINANCIAL, INC. | 62,821 | $4.4M | 0.04% | 2025-12-31 |
| 249 | Kestra Investment Management, LLC | 62,664 | $4.4M | 0.04% | 2025-12-31 |
| 250 | Kane Co Wealth Management, Inc. | 61,890 | $4.3M | 0.04% | 2025-12-31 |
| 251 | Well Done, LLC | 61,144 | $4.3M | 0.04% | 2025-12-31 |
| 252 | WEALTHSPAN PARTNERS, LLC | 60,701 | $4.2M | 0.04% | 2025-12-31 |
| 253 | MGO ONE SEVEN LLC | 58,381 | $4.1M | 0.04% | 2025-12-31 |
| 254 | Concurrent Investment Advisors, LLC | 57,785 | $4.0M | 0.04% | 2025-12-31 |
| 255 | TruNorth Capital Management, LLC | 57,739 | $4.0M | 0.04% | 2025-12-31 |
| 256 | 180 WEALTH ADVISORS, LLC | 57,469 | $4.0M | 0.04% | 2025-12-31 |
| 257 | Greenspring Advisors, LLC | 57,226 | $4.0M | 0.04% | 2025-12-31 |
| 258 | SC&H Financial Advisors, Inc. | 56,928 | $4.0M | 0.04% | 2025-12-31 |
| 259 | Strategent Financial, LLC | 56,905 | $4.0M | 0.04% | 2025-12-31 |
| 260 | Cascade Financial Partners, LLC | 56,526 | $3.9M | 0.04% | 2025-12-31 |
| 261 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 56,334 | $3.9M | 0.04% | 2025-12-31 |
| 262 | CLG LLC | 56,200 | $3.9M | 0.04% | 2025-12-31 |
| 263 | Armor Investment Advisors, LLC | 54,988 | $3.8M | 0.04% | 2025-12-31 |
| 264 | Equitable Holdings, Inc. | 54,670 | $3.8M | 0.04% | 2025-12-31 |
| 265 | Merit Financial Group, LLC | 54,518 | $3.8M | 0.04% | 2025-12-31 |
| 266 | Kingsview Wealth Management, LLC | 54,018 | $3.8M | 0.04% | 2025-12-31 |
| 267 | Savvy Advisors, Inc. | 53,827 | $3.8M | 0.04% | 2025-12-31 |
| 268 | DeLarme Wealth Management, Inc. | 53,678 | $3.7M | 0.04% | 2025-12-31 |
| 269 | BCM ADVISORS, LLC | 50,084 | $3.7M | 0.03% | 2025-12-31 |
| 270 | DiPaolo Financial Group, Inc. | 53,108 | $3.7M | 0.04% | 2025-12-31 |
| 271 | Physician Wealth Solutions Inc. | 52,865 | $3.7M | 0.04% | 2025-12-31 |
| 272 | Glass Jacobson Investment Advisors llc | 52,696 | $3.7M | 0.04% | 2025-12-31 |
| 273 | Florida Trust Wealth Management Co | 52,551 | $3.7M | 0.04% | 2025-12-31 |
| 274 | First Western Trust Bank | 51,975 | $3.6M | 0.03% | 2025-12-31 |
| 275 | Investment Advisory Group, LLC | 51,552 | $3.6M | 0.03% | 2025-12-31 |
| 276 | ENZI WEALTH | 47,996 | $3.5M | 0.03% | 2025-12-31 |
| 277 | FISCHER INVESTMENT STRATEGIES, LLC | 50,779 | $3.5M | 0.03% | 2025-12-31 |
| 278 | Adelphi Trust Co | 50,398 | $3.5M | 0.03% | 2025-12-31 |
| 279 | TCP Asset Management, LLC | 49,865 | $3.5M | 0.03% | 2025-12-31 |
| 280 | Colony Family Offices, LLC | 49,646 | $3.5M | 0.03% | 2025-12-31 |
| 281 | MARYLAND CAPITAL ADVISORS INC. | 49,616 | $3.5M | 0.03% | 2025-12-31 |
| 282 | HTG Investment Advisors, Inc. | 49,562 | $3.5M | 0.03% | 2025-12-31 |
| 283 | Blue Trust, Inc. | 49,155 | $3.4M | 0.03% | 2025-12-31 |
| 284 | IHT Wealth Management, LLC | 48,495 | $3.4M | 0.03% | 2025-12-31 |
| 285 | Bank of New York Mellon Corp | 48,185 | $3.4M | 0.03% | 2025-12-31 |
| 286 | Blume Capital Management, Inc. | 48,099 | $3.4M | 0.03% | 2025-12-31 |
| 287 | Harbour Wealth Management Group, Inc. | 48,080 | $3.3M | 0.03% | 2025-12-31 |
| 288 | TAGStone Capital, Inc. | 48,000 | $3.3M | 0.03% | 2025-12-31 |
| 289 | Cambridge Financial Group, LLC | 49,713 | $3.3M | 0.03% | 2025-12-31 |
| 290 | Jacobi Capital Management LLC | 46,967 | $3.3M | 0.03% | 2025-12-31 |
| 291 | Freedom Investment Management, Inc. | 46,549 | $3.2M | 0.03% | 2025-12-31 |
| 292 | Helen Stephens Group, LLC | 45,969 | $3.2M | 0.03% | 2025-12-31 |
| 293 | Texas Capital Bank Wealth Management Services Inc | 44,934 | $3.1M | 0.03% | 2025-12-31 |
| 294 | Hartmann Taylor Wealth Management, LLC | 44,706 | $3.1M | 0.03% | 2025-12-31 |
| 295 | MCF Advisors LLC | 44,610 | $3.1M | 0.03% | 2025-12-31 |
| 296 | Belleair Asset Management, LLC | 44,446 | $3.1M | 0.03% | 2025-12-31 |
| 297 | DOPKINS WEALTH MANAGEMENT, LLC | 44,237 | $3.1M | 0.03% | 2025-12-31 |
| 298 | Generations Wealth, LLC | 44,072 | $3.1M | 0.03% | 2025-12-31 |
| 299 | MATHER GROUP, LLC. | 43,886 | $3.1M | 0.03% | 2025-12-31 |
| 300 | Wealthspire Advisors, LLC | 43,813 | $3.1M | 0.03% | 2025-12-31 |
| 301 | Mason & Associates Inc | 43,739 | $3.0M | 0.03% | 2025-12-31 |
| 302 | LEGACY FINANCIAL GROUP, INC. | 43,611 | $3.0M | 0.03% | 2025-12-31 |
| 303 | Pettinga Financial Advisors LLC | 42,481 | $3.0M | 0.03% | 2025-12-31 |
| 304 | Lauer Wealth, LLC | 40,413 | $2.9M | 0.03% | 2025-12-31 |
| 305 | MONETA GROUP INVESTMENT ADVISORS LLC | 42,232 | $2.9M | 0.03% | 2025-12-31 |
| 306 | Narus Financial Partners, LLC | 41,922 | $2.9M | 0.03% | 2025-12-31 |
| 307 | Drucker Wealth 3.0, LLC | 41,865 | $2.9M | 0.03% | 2025-12-31 |
| 308 | Aurelius Family Office LLC | 40,717 | $2.9M | 0.03% | 2025-12-31 |
| 309 | Vantage Point Financial LLC | 40,778 | $2.8M | 0.03% | 2025-12-31 |
| 310 | MORRIS FINANCIAL CONCEPTS, INC. | 40,446 | $2.8M | 0.03% | 2025-12-31 |
| 311 | Schoolcraft Capital LLC | 40,396 | $2.8M | 0.03% | 2025-12-31 |
| 312 | RS CRUM INC. | 40,157 | $2.8M | 0.03% | 2025-12-31 |
| 313 | FineMark National Bank & Trust | 39,837 | $2.8M | 0.03% | 2025-12-31 |
| 314 | Strathmore Capital Advisors, Inc. | 39,752 | $2.8M | 0.03% | 2025-12-31 |
| 315 | EverSource Wealth Advisors, LLC | 39,065 | $2.7M | 0.02% | 2025-12-31 |
| 316 | HUB Investment Partners, LLC | 38,408 | $2.7M | 0.02% | 2025-12-31 |
| 317 | Great Point Wealth Advisors, LLC | 38,205 | $2.7M | 0.02% | 2025-12-31 |
| 318 | Capstone Wealth Management, LLC | 37,917 | $2.6M | 0.02% | 2025-12-31 |
| 319 | FLC Capital Advisors | 37,748 | $2.6M | 0.02% | 2025-12-31 |
| 320 | Resonant Capital Advisors, LLC | 37,239 | $2.6M | 0.02% | 2025-12-31 |
| 321 | M Wealth Management, LLC | 36,739 | $2.6M | 0.02% | 2025-12-31 |
| 322 | M&T Bank Corp | 5,457 | $2.6M | 0.00% | 2025-12-31 |
| 323 | Clearstead Advisors, LLC | 36,463 | $2.5M | 0.02% | 2025-12-31 |
| 324 | BAKER TILLY WEALTH MANAGEMENT, LLC | 36,357 | $2.5M | 0.02% | 2025-12-31 |
| 325 | Pacific Asset Management, LLC | 36,100 | $2.5M | 0.02% | 2025-12-31 |
| 326 | D.A. DAVIDSON & CO. | 35,433 | $2.5M | 0.02% | 2025-12-31 |
| 327 | ADE, LLC | 35,137 | $2.4M | 0.02% | 2025-12-31 |
| 328 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 34,691 | $2.4M | 0.02% | 2025-12-31 |
| 329 | Advisory Services Network, LLC | 34,235 | $2.4M | 0.02% | 2025-12-31 |
| 330 | Johnson Wealth Management, LLC | 33,970 | $2.4M | 0.02% | 2025-12-31 |
| 331 | WCG Wealth Advisors LLC | 33,910 | $2.4M | 0.02% | 2025-12-31 |
| 332 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 33,825 | $2.4M | 0.02% | 2025-12-31 |
| 333 | Cypress Wealth Services, LLC | 33,804 | $2.4M | 0.02% | 2025-12-31 |
| 334 | Quadcap Wealth Management, LLC | 33,688 | $2.3M | 0.02% | 2025-12-31 |
| 335 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 33,485 | $2.3M | 0.02% | 2025-12-31 |
| 336 | SMI Advisory Services, LLC | 31,601 | $2.3M | 0.02% | 2025-12-31 |
| 337 | Financial Planning Navigators CORP | 33,219 | $2.3M | 0.02% | 2025-12-31 |
| 338 | BAKER BOYER NATIONAL BANK | 33,063 | $2.3M | 0.02% | 2025-12-31 |
| 339 | SUTTON PLACE INVESTORS LLC | 32,714 | $2.3M | 0.02% | 2025-12-31 |
| 340 | AG Asset Advisory, LLC | 31,550 | $2.2M | 0.02% | 2025-12-31 |
| 341 | Concord Wealth Partners | 31,492 | $2.2M | 0.02% | 2025-12-31 |
| 342 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 31,320 | $2.2M | 0.02% | 2025-12-31 |
| 343 | SEI INVESTMENTS CO | 31,219 | $2.2M | 0.02% | 2025-12-31 |
| 344 | Ariadne Wealth Management, LP | 28,996 | $2.2M | 0.02% | 2025-12-31 |
| 345 | Sprinkle Financial Consultants LLC | 31,120 | $2.2M | 0.02% | 2025-12-31 |
| 346 | Trace Wealth Advisors, LLC | 30,924 | $2.2M | 0.02% | 2025-12-31 |
| 347 | Powers Advisory Group, LLC | 30,419 | $2.1M | 0.02% | 2025-12-31 |
| 348 | Berger Financial Group, Inc | 30,107 | $2.1M | 0.02% | 2025-12-31 |
| 349 | Mayfair Advisory Group, LLC | 28,850 | $2.0M | 0.02% | 2025-12-31 |
| 350 | Integrated Advisors Network LLC | 28,916 | $2.0M | 0.02% | 2025-12-31 |
| 351 | SUMMIT WEALTH GROUP LLC / CO | 28,463 | $2.0M | 0.02% | 2025-12-31 |
| 352 | SwitchPoint Financial Planning, LLC | 28,004 | $2.0M | 0.02% | 2025-12-31 |
| 353 | Gladstone Institutional Advisory LLC | 27,777 | $1.9M | 0.02% | 2025-12-31 |
| 354 | Five Oceans Advisors | 27,657 | $1.9M | 0.02% | 2025-12-31 |
| 355 | ELEVATE WEALTH ADVISORY, INC | 27,404 | $1.9M | 0.02% | 2025-12-31 |
| 356 | WESCAP Management Group, Inc. | 26,846 | $1.9M | 0.02% | 2025-12-31 |
| 357 | ELEVATION WEALTH PARTNERS, LLC | 26,829 | $1.9M | 0.02% | 2025-12-31 |
| 358 | Olistico Wealth, LLC | 26,799 | $1.9M | 0.02% | 2025-12-31 |
| 359 | EXENCIAL WEALTH ADVISORS, LLC | 26,491 | $1.8M | 0.02% | 2025-12-31 |
| 360 | Cherry Tree Wealth Management, LLC | 26,232 | $1.8M | 0.01% | 2025-12-31 |
| 361 | TUDOR INVESTMENT CORP ET AL | 26,193 | $1.8M | 0.01% | 2025-12-31 |
| 362 | Triumph Capital Management | 26,009 | $1.8M | 0.01% | 2025-12-31 |
| 363 | Petersen Hastings Wealth Advisors Inc. | 25,980 | $1.8M | 0.01% | 2025-12-31 |
| 364 | JFS WEALTH ADVISORS, LLC | 25,845 | $1.8M | 0.01% | 2025-12-31 |
| 365 | Embree Financial Group | 25,785 | $1.8M | 0.01% | 2025-12-31 |
| 366 | OARSMAN CAPITAL, INC. | 25,769 | $1.8M | 0.01% | 2025-12-31 |
| 367 | Graves Light Lenhart Wealth, Inc. | 25,743 | $1.8M | 0.01% | 2025-12-31 |
| 368 | FCA CORP /TX | 25,494 | $1.8M | 0.01% | 2025-12-31 |
| 369 | Linscomb Wealth, Inc. | 25,211 | $1.8M | 0.01% | 2025-12-31 |
| 370 | AlphaCore Capital LLC | 25,155 | $1.8M | 0.01% | 2025-12-31 |
| 371 | Mills Wealth Advisors LLC | 25,088 | $1.7M | 0.01% | 2025-12-31 |
| 372 | Stratos Wealth Partners, LTD. | 24,482 | $1.7M | 0.01% | 2025-12-31 |
| 373 | Quad-Cities Investment Group, LLC | 24,166 | $1.7M | 0.01% | 2025-12-31 |
| 374 | LVZ, Inc. | 24,064 | $1.7M | 0.01% | 2025-12-31 |
| 375 | Westmount Partners, LLC | 23,906 | $1.7M | 0.01% | 2025-12-31 |
| 376 | PNC Financial Services Group, Inc. | 23,534 | $1.6M | 0.01% | 2025-12-31 |
| 377 | Shearwater Capital LLC | 23,472 | $1.6M | 0.01% | 2025-12-31 |
| 378 | RETIREMENT GUYS FORMULA LLC | 23,439 | $1.6M | 0.01% | 2025-12-31 |
| 379 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 23,263 | $1.6M | 0.01% | 2025-12-31 |
| 380 | Integrated Wealth Concepts LLC | 23,123 | $1.6M | 0.01% | 2025-12-31 |
| 381 | Squire Investment Management Company, LLC | 22,906 | $1.6M | 0.01% | 2025-12-31 |
| 382 | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 22,685 | $1.6M | 0.01% | 2025-12-31 |
| 383 | Rockwood Wealth Management, LLC | 22,331 | $1.6M | 0.01% | 2025-12-31 |
| 384 | &PARTNERS | 22,224 | $1.5M | 0.01% | 2025-12-31 |
| 385 | IFP Advisors, Inc | 22,131 | $1.5M | 0.01% | 2025-12-31 |
| 386 | Lauterbach Financial Advisors, LLC | 22,080 | $1.5M | 0.01% | 2025-12-31 |
| 387 | TIAA TRUST, NATIONAL ASSOCIATION | 21,227 | $1.5M | 0.01% | 2025-12-31 |
| 388 | AWM CAPITAL, LLC | 21,219 | $1.5M | 0.01% | 2025-12-31 |
| 389 | Sollinda Capital Management LLC | 21,011 | $1.5M | 0.01% | 2025-12-31 |
| 390 | VERUS WEALTH MANAGEMENT, LLC | 20,950 | $1.5M | 0.01% | 2025-12-31 |
| 391 | GREAT VALLEY ADVISOR GROUP, INC. | 20,794 | $1.4M | 0.01% | 2025-12-31 |
| 392 | Quantum Financial Advisors, LLC | 20,685 | $1.4M | 0.01% | 2025-12-31 |
| 393 | VSM Wealth Advisory, LLC | 20,402 | $1.4M | 0.01% | 2025-12-31 |
| 394 | Goepper Burkhardt LLC | 20,220 | $1.4M | 0.01% | 2025-12-31 |
| 395 | Curi Capital, LLC | 20,012 | $1.4M | 0.01% | 2025-12-31 |
| 396 | Apollon Financial, LLC | 19,663 | $1.4M | 0.01% | 2025-12-31 |
| 397 | Elser Financial Planning, Inc | 19,467 | $1.4M | 0.01% | 2025-12-31 |
| 398 | JT Stratford LLC | 19,380 | $1.4M | 0.01% | 2025-12-31 |
| 399 | Samalin Investment Counsel, LLC | 19,336 | $1.3M | 0.01% | 2025-12-31 |
| 400 | Prospect Financial Group LLC | 19,119 | $1.3M | 0.01% | 2025-12-31 |
| 401 | Clarity Capital Advisors, LLC | 19,098 | $1.3M | 0.01% | 2025-12-31 |
| 402 | JOHNSON INVESTMENT COUNSEL INC | 19,085 | $1.3M | 0.01% | 2025-12-31 |
| 403 | Intelligence Driven Advisers, LLC | 18,992 | $1.3M | 0.01% | 2025-12-31 |
| 404 | VIRTUE ASSET MANAGEMENT LLC | 18,657 | $1.3M | 0.01% | 2025-12-31 |
| 405 | Donalies Financial Planning, LLC | 18,530 | $1.3M | 0.01% | 2025-12-31 |
| 406 | NAPLES GLOBAL ADVISORS, LLC | 18,529 | $1.3M | 0.01% | 2025-12-31 |
| 407 | Laird Norton Wetherby Trust Company, LLC | 18,527 | $1.3M | 0.01% | 2025-12-31 |
| 408 | STEVENS CAPITAL PARTNERS | 18,354 | $1.3M | 0.01% | 2025-12-31 |
| 409 | Axis Wealth Partners, LLC | 18,326 | $1.3M | 0.01% | 2025-12-31 |
| 410 | Diversify Advisory Services, LLC | 17,001 | $1.3M | 0.01% | 2025-12-31 |
| 411 | Warwick Investment Management, Inc. | 18,153 | $1.3M | 0.01% | 2025-12-31 |
| 412 | E6 Portfolios, LLC | 17,881 | $1.2M | 0.01% | 2025-12-31 |
| 413 | Valmark Advisers, Inc. | 17,766 | $1.2M | 0.01% | 2025-12-31 |
| 414 | Institute for Wealth Management, LLC. | 17,625 | $1.2M | 0.01% | 2025-12-31 |
| 415 | Pinnacle Bancorp, Inc. | 17,607 | $1.2M | 0.01% | 2025-12-31 |
| 416 | Bedel Financial Consulting, Inc. | 17,463 | $1.2M | 0.01% | 2025-12-31 |
| 417 | Prospera Financial Services Inc | 17,419 | $1.2M | 0.01% | 2025-12-31 |
| 418 | Eagle Strategies LLC | 17,359 | $1.2M | 0.01% | 2025-12-31 |
| 419 | MOODY NATIONAL BANK TRUST DIVISION | 17,207 | $1.2M | 0.01% | 2025-12-31 |
| 420 | IFG Advisory, LLC | 17,140 | $1.2M | 0.01% | 2025-12-31 |
| 421 | CreativeOne Wealth, LLC | 17,052 | $1.2M | 0.01% | 2025-12-31 |
| 422 | Clark Asset Management, LLC | 17,022 | $1.2M | 0.01% | 2025-12-31 |
| 423 | Washington Trust Advisors, Inc. | 17,011 | $1.2M | 0.01% | 2025-12-31 |
| 424 | AMERIPRISE FINANCIAL INC | 16,796 | $1.2M | 0.01% | 2025-12-31 |
| 425 | Asset Dedication, LLC | 16,787 | $1.2M | 0.01% | 2025-12-31 |
| 426 | CATHY PARETO & ASSOCIATES, INC | 16,610 | $1.2M | 0.01% | 2025-12-31 |
| 427 | XY Planning Network, Inc. | 16,477 | $1.1M | 0.01% | 2025-12-31 |
| 428 | Wealth Advisors Northwest LLC | 16,452 | $1.1M | 0.01% | 2025-12-31 |
| 429 | SMITH, MOORE & CO. | 16,065 | $1.1M | 0.01% | 2025-12-31 |
| 430 | Ironwood Financial, llc | 14,986 | $1.1M | 0.01% | 2025-12-31 |
| 431 | Summit Trail Advisors, LLC | 15,589 | $1.1M | 0.01% | 2025-12-31 |
| 432 | SpringVest Wealth Management LLC | 15,475 | $1.1M | 0.01% | 2025-12-31 |
| 433 | ARK & TLK INVESTMENTS, LLC | 15,404 | $1.1M | 0.01% | 2025-12-31 |
| 434 | BIP Wealth, LLC | 15,127 | $1.1M | 0.01% | 2025-12-31 |
| 435 | SEMITAM BONAM LLC | 15,084 | $1.1M | 0.01% | 2025-12-31 |
| 436 | Verus Financial Partners, Inc. | 14,098 | $1.0M | 0.01% | 2025-12-31 |
| 437 | marrick wealth, LLC | 14,845 | $1.0M | 0.01% | 2025-12-31 |
| 438 | StrongBox Wealth, LLC | 14,447 | $1.0M | 0.01% | 2025-12-31 |
| 439 | Valeo Financial Advisors, LLC | 14,117 | $983.5K | 0.01% | 2025-12-31 |
| 440 | INTEGRITY ALLIANCE, LLC. | 14,049 | $978.8K | 0.01% | 2025-12-31 |
| 441 | Avidian Wealth Enterprises, LLC | 13,970 | $973.3K | 0.01% | 2025-12-31 |
| 442 | KESTRA PRIVATE WEALTH SERVICES, LLC | 13,956 | $972.3K | 0.01% | 2025-12-31 |
| 443 | U.S. Capital Wealth Advisors, LLC | 13,753 | $958.1K | 0.01% | 2025-12-31 |
| 444 | COLDSTREAM CAPITAL MANAGEMENT INC | 13,704 | $954.8K | 0.01% | 2025-12-31 |
| 445 | CWS Financial Advisors, LLC | 13,566 | $945.1K | 0.01% | 2025-12-31 |
| 446 | Werba Rubin Papier Wealth Management | 13,171 | $917.6K | 0.01% | 2025-12-31 |
| 447 | FMR LLC | 13,093 | $912.2K | 0.00% | 2025-12-31 |
| 448 | Wealthcare Advisory Partners LLC | 13,041 | $908.6K | 0.00% | 2025-12-31 |
| 449 | B. Riley Wealth Advisors, Inc. | 12,921 | $900.2K | 0.00% | 2025-12-31 |
| 450 | Northwest Wealth Advisors, LLC | 12,909 | $899.4K | 0.00% | 2025-12-31 |