CUSIP 25434V609
DIMENSIONAL ETF TRUST
449 institutions · $9.32B total · 156,271,148 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Creative Planning | 13,311,795 | $792.6M | 8.51% | 2025-12-31 |
| 2 | Focus Partners Wealth | 13,284,203 | $790.9M | 8.50% | 2025-12-31 |
| 3 | Forum Financial Management, LP | 9,277,678 | $552.4M | 5.93% | 2025-12-31 |
| 4 | Index Fund Advisors, Inc. | 6,442,632 | $383.6M | 4.12% | 2025-12-31 |
| 5 | Pure Financial Advisors, LLC | 5,330,417 | $317.4M | 3.41% | 2025-12-31 |
| 6 | Focus Partners Advisor Solutions, LLC | 5,294,823 | $315.3M | 3.38% | 2025-12-31 |
| 7 | Savant Capital, LLC | 4,830,800 | $287.6M | 3.09% | 2025-12-31 |
| 8 | EP Wealth Advisors, LLC | 4,112,071 | $244.8M | 2.63% | 2025-12-31 |
| 9 | Corient Private Wealth LLC | 2,659,031 | $158.3M | 1.70% | 2025-12-31 |
| 10 | Asset Dedication, LLC | 2,600,142 | $154.8M | 1.66% | 2025-12-31 |
| 11 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | 2,479,742 | $153.0M | 1.58% | 2025-12-31 |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,013,264 | $124.2M | 1.28% | 2025-12-31 |
| 13 | HighTower Advisors, LLC | 1,848,642 | $110.1M | 1.18% | 2025-12-31 |
| 14 | Trust Co of the South | 1,727,285 | $102.8M | 1.10% | 2025-12-31 |
| 15 | RAYMOND JAMES FINANCIAL INC | 1,673,581 | $99.6M | 1.07% | 2025-12-31 |
| 16 | Apella Capital, LLC | 1,649,140 | $98.2M | 1.05% | 2025-12-31 |
| 17 | Truepoint, Inc. | 1,504,669 | $89.6M | 0.96% | 2025-12-31 |
| 18 | EARNED WEALTH ADVISORS, LLC | 1,457,860 | $86.8M | 0.93% | 2025-12-31 |
| 19 | Plancorp, LLC | 1,439,385 | $85.7M | 0.92% | 2025-12-31 |
| 20 | Smartleaf Asset Management LLC | 1,419,609 | $85.4M | 0.90% | 2025-12-31 |
| 21 | MERCER GLOBAL ADVISORS INC /ADV | 1,424,039 | $84.8M | 0.91% | 2025-12-31 |
| 22 | GREAT OAK CAPITAL PARTNERS, LLC | 1,397,654 | $83.9M | 0.89% | 2025-12-31 |
| 23 | Abacus Wealth Partners, LLC | 1,366,881 | $81.4M | 0.87% | 2025-12-31 |
| 24 | Sequoia Financial Advisors, LLC | 1,339,926 | $79.8M | 0.85% | 2025-12-31 |
| 25 | LPL Financial LLC | 1,260,968 | $75.1M | 0.80% | 2025-12-31 |
| 26 | Premier Financial Group | 1,189,189 | $71.1M | 0.76% | 2025-12-31 |
| 27 | Evanson Asset Management, LLC | 1,083,707 | $64.5M | 0.69% | 2025-12-31 |
| 28 | Cerity Partners LLC | 1,029,469 | $62.4M | 0.65% | 2025-12-31 |
| 29 | Sensible Money, LLC | 1,020,908 | $60.8M | 0.65% | 2025-12-31 |
| 30 | Allworth Financial LP | 1,007,945 | $60.0M | 0.64% | 2025-12-31 |
| 31 | Team Hewins, LLC | 925,776 | $55.1M | 0.59% | 2025-12-31 |
| 32 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 918,316 | $54.7M | 0.58% | 2025-12-31 |
| 33 | Parkwoods Wealth Partners, LLC | 867,921 | $51.7M | 0.55% | 2025-12-31 |
| 34 | BAYSHORE ASSET MANAGEMENT, LLC | 840,720 | $50.1M | 0.53% | 2025-12-31 |
| 35 | Great Waters Wealth Management | 823,389 | $49.0M | 0.52% | 2025-12-31 |
| 36 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 807,183 | $48.1M | 0.51% | 2025-12-31 |
| 37 | Joel Isaacson & Co., LLC | 792,905 | $47.2M | 0.50% | 2025-12-31 |
| 38 | SAX WEALTH ADVISORS, LLC | 757,412 | $45.1M | 0.48% | 2025-12-31 |
| 39 | Three Arch Wealth Management LLC | 744,251 | $44.3M | 0.47% | 2025-12-31 |
| 40 | Modera Wealth Management, LLC | 743,398 | $44.3M | 0.47% | 2025-12-31 |
| 41 | Henrickson Nauta Wealth Advisors, Inc. | 712,009 | $43.9M | 0.45% | 2025-12-31 |
| 42 | MONOGRAPH WEALTH ADVISORS, LLC | 699,495 | $41.6M | 0.44% | 2025-12-31 |
| 43 | KEB ASSET MANAGEMENT, LLC | 690,485 | $41.1M | 0.44% | 2025-12-31 |
| 44 | BANK OF AMERICA CORP /DE/ | 679,878 | $40.5M | 0.43% | 2025-12-31 |
| 45 | Mariner, LLC | 631,294 | $37.6M | 0.40% | 2025-12-31 |
| 46 | Tumwater Wealth Management, LLC | 631,087 | $37.6M | 0.40% | 2025-12-31 |
| 47 | Cetera Investment Advisers | 625,279 | $37.2M | 0.40% | 2025-12-31 |
| 48 | ENVESTNET ASSET MANAGEMENT INC | 614,086 | $36.6M | 0.39% | 2025-12-31 |
| 49 | Richard Young Associates, Ltd. | 553,710 | $33.0M | 0.35% | 2025-12-31 |
| 50 | EnRich Financial Partners LLC | 527,981 | $31.4M | 0.33% | 2025-12-31 |
| 51 | Helen Stephens Group, LLC | 524,971 | $31.3M | 0.33% | 2025-12-31 |
| 52 | Forvis Mazars Wealth Advisors, LLC | 506,055 | $30.1M | 0.32% | 2025-12-31 |
| 53 | Beaird Harris Wealth Management, LLC | 496,848 | $29.6M | 0.31% | 2025-12-31 |
| 54 | Financial Harvest, LLC | 487,424 | $29.0M | 0.31% | 2025-12-31 |
| 55 | First Command Advisory Services, Inc. | 485,284 | $28.9M | 0.31% | 2025-12-31 |
| 56 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 482,657 | $28.7M | 0.30% | 2025-12-31 |
| 57 | TCI Wealth Advisors, Inc. | 477,900 | $28.5M | 0.30% | 2025-12-31 |
| 58 | Planning Center, Inc. | 461,138 | $27.5M | 0.29% | 2025-12-31 |
| 59 | ASSETMARK, INC | 457,432 | $27.2M | 0.29% | 2025-12-31 |
| 60 | JPMORGAN CHASE & CO | 448,227 | $26.7M | 0.28% | 2025-12-31 |
| 61 | JONES FINANCIAL COMPANIES LLLP | 442,154 | $26.3M | 0.28% | 2025-12-31 |
| 62 | UBS Group AG | 440,865 | $26.2M | 0.28% | 2025-12-31 |
| 63 | Squire Investment Management Company, LLC | 433,290 | $25.8M | 0.27% | 2025-12-31 |
| 64 | Watchman Group, Inc. | 432,662 | $25.8M | 0.27% | 2025-12-31 |
| 65 | COMMONWEALTH EQUITY SERVICES, LLC | 429,132 | $25.6M | 0.27% | 2025-12-31 |
| 66 | Babb Wealth Advisors LLC | 428,563 | $25.5M | 0.27% | 2025-12-31 |
| 67 | Conrad Siegel Investment Advisors, Inc. | 427,169 | $25.4M | 0.27% | 2025-12-31 |
| 68 | Confluence Wealth Services, Inc. | 426,378 | $25.4M | 0.27% | 2025-12-31 |
| 69 | TFC Financial Management, Inc. | 424,669 | $25.3M | 0.27% | 2025-12-31 |
| 70 | Disciplined Equity Management, Inc. | 417,953 | $24.9M | 0.26% | 2025-12-31 |
| 71 | Summit Financial Strategies, Inc. | 412,629 | $24.6M | 0.26% | 2025-12-31 |
| 72 | Meritas Wealth Management, LLC | 410,390 | $24.4M | 0.26% | 2025-12-31 |
| 73 | Allen Capital Group, LLC | 408,773 | $24.3M | 0.26% | 2025-12-31 |
| 74 | Foster Group, Inc. | 401,964 | $23.9M | 0.25% | 2025-12-31 |
| 75 | TFO Wealth Partners, LLC | 396,409 | $23.6M | 0.25% | 2025-12-31 |
| 76 | Lauterbach Financial Advisors, LLC | 396,265 | $23.6M | 0.25% | 2025-12-31 |
| 77 | EXENCIAL WEALTH ADVISORS, LLC | 381,772 | $22.7M | 0.24% | 2025-12-31 |
| 78 | Triune Financial Partners, LLC | 352,005 | $22.3M | 0.22% | 2025-12-31 |
| 79 | Pathstone Holdings, LLC | 373,157 | $22.2M | 0.23% | 2025-12-31 |
| 80 | MASTER'S WEALTH MANAGEMENT INC. | 362,045 | $21.6M | 0.23% | 2025-12-31 |
| 81 | Guardian Wealth Management, LLC | 361,753 | $21.5M | 0.23% | 2025-12-31 |
| 82 | CHOREO, LLC | 353,401 | $21.3M | 0.22% | 2025-12-31 |
| 83 | Sterling Wealth Management, Inc. | 350,032 | $20.8M | 0.22% | 2025-12-31 |
| 84 | Financial Engines Advisors L.L.C. | 342,488 | $20.4M | 0.21% | 2025-12-31 |
| 85 | Equitable Holdings, Inc. | 342,356 | $20.4M | 0.21% | 2025-12-31 |
| 86 | Visionary Wealth Advisors | 339,548 | $20.2M | 0.21% | 2025-12-31 |
| 87 | DOPKINS WEALTH MANAGEMENT, LLC | 331,712 | $19.8M | 0.21% | 2025-12-31 |
| 88 | Cambridge Financial Group, LLC | 351,609 | $19.7M | 0.22% | 2025-12-31 |
| 89 | KELLY FINANCIAL GROUP LLC | 326,315 | $19.4M | 0.20% | 2025-12-31 |
| 90 | KILNER CAPITAL ADVISORS, LLC | 324,801 | $19.3M | 0.20% | 2025-12-31 |
| 91 | Prism Advisors, Inc. | 324,410 | $19.3M | 0.20% | 2025-12-31 |
| 92 | RS CRUM INC. | 322,141 | $19.2M | 0.20% | 2025-12-31 |
| 93 | CARDIFF PARK ADVISORS, LLC | 305,774 | $18.2M | 0.19% | 2025-12-31 |
| 94 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 301,329 | $17.9M | 0.19% | 2025-12-31 |
| 95 | LIBRA WEALTH LLC | 299,176 | $17.8M | 0.19% | 2025-12-31 |
| 96 | AQR CAPITAL MANAGEMENT LLC | 296,170 | $17.6M | 0.18% | 2025-12-31 |
| 97 | WPWealth LLP | 295,960 | $17.6M | 0.18% | 2025-12-31 |
| 98 | BlueSky Wealth Advisors, LLC | 295,551 | $17.6M | 0.18% | 2025-12-31 |
| 99 | Beacon Pointe Advisors, LLC | 294,922 | $17.6M | 0.18% | 2025-12-31 |
| 100 | Aspen Capital Management, LLC | 292,835 | $17.4M | 0.18% | 2025-12-31 |
| 101 | RF&L WEALTH MANAGEMENT, LLC | 292,219 | $17.4M | 0.18% | 2025-12-31 |
| 102 | ECLECTIC ASSOCIATES INC /ADV | 290,535 | $17.3M | 0.18% | 2025-12-31 |
| 103 | Keyes, Stange & Wooten Wealth Management, LLC | 290,400 | $17.3M | 0.18% | 2025-12-31 |
| 104 | Atlantic Union Bankshares Corp | 290,163 | $17.3M | 0.18% | 2025-12-31 |
| 105 | McMill Wealth Management | 279,357 | $16.6M | 0.17% | 2025-12-31 |
| 106 | Tiller Private Wealth, Inc. | 270,527 | $16.1M | 0.17% | 2025-12-31 |
| 107 | AXXCESS WEALTH MANAGEMENT, LLC | 266,694 | $15.9M | 0.17% | 2025-12-31 |
| 108 | Quantum Financial Advisors, LLC | 256,606 | $15.3M | 0.16% | 2025-12-31 |
| 109 | McLean Asset Management Corp | 234,071 | $14.7M | 0.14% | 2025-12-31 |
| 110 | TWO SIGMA INVESTMENTS, LP | 244,100 | $14.5M | 0.15% | 2025-12-31 |
| 111 | Altiora Financial Group, LLC | 236,153 | $14.1M | 0.15% | 2025-12-31 |
| 112 | Graver Capital Management, LLC | 234,144 | $13.9M | 0.14% | 2025-12-31 |
| 113 | PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 230,359 | $13.7M | 0.14% | 2025-12-31 |
| 114 | Larson Financial Group LLC | 229,914 | $13.7M | 0.14% | 2025-12-31 |
| 115 | Tillman Hartley LLC | 229,384 | $13.7M | 0.14% | 2025-12-31 |
| 116 | TRUIST FINANCIAL CORP | 228,292 | $13.6M | 0.14% | 2025-12-31 |
| 117 | Farther Finance Advisors, LLC | 226,694 | $13.5M | 0.14% | 2025-12-31 |
| 118 | OLIO Financial Planning | 226,387 | $13.5M | 0.14% | 2025-12-31 |
| 119 | JDH Wealth Management, LLC | 226,128 | $13.5M | 0.14% | 2025-12-31 |
| 120 | HMV Wealth Advisors, LLC | 225,042 | $13.4M | 0.14% | 2025-12-31 |
| 121 | ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 223,301 | $13.3M | 0.14% | 2025-12-31 |
| 122 | Royal Bank of Canada | 216,563 | $12.9M | 0.13% | 2025-12-31 |
| 123 | Wealth Management Nebraska | 216,187 | $12.9M | 0.13% | 2025-12-31 |
| 124 | ShankerValleau Wealth Advisors, Inc. | 212,859 | $12.7M | 0.13% | 2025-12-31 |
| 125 | Ruedi Wealth Management, Inc. | 208,993 | $12.4M | 0.13% | 2025-12-31 |
| 126 | MML INVESTORS SERVICES, LLC | 208,531 | $12.4M | 0.13% | 2025-12-31 |
| 127 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 208,314 | $12.4M | 0.13% | 2025-12-31 |
| 128 | Capstone Wealth Management, LLC | 203,209 | $12.1M | 0.13% | 2025-12-31 |
| 129 | VESTIA PERSONAL WEALTH ADVISORS | 186,932 | $12.0M | 0.11% | 2025-12-31 |
| 130 | FIDUCIARY FINANCIAL GROUP, LLC | 200,956 | $12.0M | 0.12% | 2025-12-31 |
| 131 | MORGAN STANLEY | 198,736 | $11.8M | 0.12% | 2025-12-31 |
| 132 | Moisand Fitzgerald Tamayo, LLC | 195,022 | $11.6M | 0.12% | 2025-12-31 |
| 133 | D.A. DAVIDSON & CO. | 192,740 | $11.5M | 0.12% | 2025-12-31 |
| 134 | MISSION WEALTH MANAGEMENT, LP | 192,093 | $11.4M | 0.12% | 2025-12-31 |
| 135 | ASPIRIANT, LLC | 191,240 | $11.4M | 0.12% | 2025-12-31 |
| 136 | Crestmont Private Wealth LLC | 189,502 | $11.3M | 0.12% | 2025-12-31 |
| 137 | PINNEY & SCOFIELD, INC. | 180,635 | $10.8M | 0.11% | 2025-12-31 |
| 138 | Robertson Stephens Wealth Management, LLC | 176,755 | $10.5M | 0.11% | 2025-12-31 |
| 139 | Spire Wealth Management | 176,091 | $10.5M | 0.11% | 2025-12-31 |
| 140 | BAKER TILLY WEALTH MANAGEMENT, LLC | 172,696 | $10.3M | 0.11% | 2025-12-31 |
| 141 | Efficient Advisors, LLC | 165,281 | $9.8M | 0.10% | 2025-12-31 |
| 142 | Disciplined Investments, LLC | 164,150 | $9.8M | 0.10% | 2025-12-31 |
| 143 | VANCE WEALTH, LLC | 163,846 | $9.8M | 0.10% | 2025-12-31 |
| 144 | OMNI 360 Wealth, Inc. | 154,196 | $9.7M | 0.09% | 2025-12-31 |
| 145 | OSAIC HOLDINGS, INC. | 162,138 | $9.7M | 0.10% | 2025-12-31 |
| 146 | New England Private Wealth Advisors LLC | 157,601 | $9.4M | 0.10% | 2025-12-31 |
| 147 | Austin Asset Management Co Inc | 156,761 | $9.3M | 0.10% | 2025-12-31 |
| 148 | Veratis Advisors, Inc. | 166,704 | $9.2M | 0.10% | 2025-12-31 |
| 149 | LEGACY FINANCIAL GROUP, INC. | 153,881 | $9.2M | 0.09% | 2025-12-31 |
| 150 | Lutz Financial Services LLC | 152,294 | $9.1M | 0.09% | 2025-12-31 |
| 151 | REGIONS FINANCIAL CORP | 151,216 | $9.0M | 0.09% | 2025-12-31 |
| 152 | MATHER GROUP, LLC. | 150,249 | $8.9M | 0.09% | 2025-12-31 |
| 153 | CAPTRUST FINANCIAL ADVISORS | 149,036 | $8.9M | 0.09% | 2025-12-31 |
| 154 | Vawter Financial, Ltd. | 149,028 | $8.9M | 0.09% | 2025-12-31 |
| 155 | Pillar Financial Advisors, LLC | 148,912 | $8.9M | 0.09% | 2025-12-31 |
| 156 | McKinley Carter Wealth Services, Inc. | 146,836 | $8.7M | 0.09% | 2025-12-31 |
| 157 | American Investment Services, Inc. | 145,467 | $8.7M | 0.09% | 2025-12-31 |
| 158 | Pioneer Wealth Management Group | 144,039 | $8.6M | 0.09% | 2025-12-31 |
| 159 | JUNCTURE WEALTH STRATEGIES, LLC | 142,112 | $8.5M | 0.09% | 2025-12-31 |
| 160 | Gradient Capital Advisors, LLC | 140,565 | $8.4M | 0.08% | 2025-12-31 |
| 161 | Twin Cities Retirement Group LLC | 137,261 | $8.2M | 0.08% | 2025-12-31 |
| 162 | LIBERTY WEALTH MANAGEMENT LLC | 136,957 | $8.2M | 0.08% | 2025-12-31 |
| 163 | DiNuzzo Private Wealth, Inc. | 135,153 | $8.0M | 0.08% | 2025-12-31 |
| 164 | SCRATCH CAPITAL LLC | 132,058 | $7.9M | 0.08% | 2025-12-31 |
| 165 | Zhang Financial LLC | 131,795 | $7.8M | 0.08% | 2025-12-31 |
| 166 | SB Capital Management Inc | 130,198 | $7.8M | 0.08% | 2025-12-31 |
| 167 | Stratos Wealth Partners, LTD. | 128,304 | $7.6M | 0.08% | 2025-12-31 |
| 168 | Rather & Kittrell, Inc. | 128,250 | $7.6M | 0.08% | 2025-12-31 |
| 169 | Avondale Wealth Management | 128,165 | $7.6M | 0.08% | 2025-12-31 |
| 170 | Timonier Family Office, LTD. | 128,151 | $7.6M | 0.08% | 2025-12-31 |
| 171 | OPPENHEIMER & CO INC | 126,565 | $7.5M | 0.08% | 2025-12-31 |
| 172 | WATERSHED PRIVATE WEALTH LLC | 125,484 | $7.5M | 0.08% | 2025-12-31 |
| 173 | BWM Planning, LLC | 124,095 | $7.4M | 0.07% | 2025-12-31 |
| 174 | Lakeshore Financial Planning, Inc. | 123,072 | $7.3M | 0.07% | 2025-12-31 |
| 175 | City State Bank | 121,619 | $7.2M | 0.07% | 2025-12-31 |
| 176 | Mason Investment Advisory Services, Inc. | 120,225 | $7.2M | 0.07% | 2025-12-31 |
| 177 | Schoolcraft Capital LLC | 119,129 | $7.1M | 0.07% | 2025-12-31 |
| 178 | Ariadne Wealth Management, LP | 104,100 | $6.8M | 0.06% | 2025-12-31 |
| 179 | Parkshore Wealth Management, Inc. | 111,473 | $6.6M | 0.07% | 2025-12-31 |
| 180 | AE Wealth Management LLC | 109,651 | $6.5M | 0.07% | 2025-12-31 |
| 181 | Seneschal Advisors, LLC | 109,322 | $6.5M | 0.06% | 2025-12-31 |
| 182 | Quantinno Capital Management LP | 106,953 | $6.4M | 0.06% | 2025-12-31 |
| 183 | FMB WEALTH MANAGEMENT | 105,843 | $6.3M | 0.06% | 2025-12-31 |
| 184 | Baird Financial Group, Inc. | 105,765 | $6.3M | 0.06% | 2025-12-31 |
| 185 | Valued Wealth Advisors LLC | 104,134 | $6.2M | 0.06% | 2025-12-31 |
| 186 | NORTHWEST WEALTH MANAGEMENT, LLC | 103,475 | $6.2M | 0.06% | 2025-12-31 |
| 187 | Kestra Advisory Services, LLC | 103,422 | $6.2M | 0.06% | 2025-12-31 |
| 188 | TAGStone Capital, Inc. | 102,973 | $6.1M | 0.06% | 2025-12-31 |
| 189 | Capstone Wealth Management, Inc. | 100,194 | $6.0M | 0.06% | 2025-12-31 |
| 190 | WorthPointe, LLC | 99,385 | $5.9M | 0.06% | 2025-12-31 |
| 191 | BlackRock, Inc. | 99,145 | $5.9M | 0.06% | 2025-12-31 |
| 192 | B&D White Capital Company, LLC | 96,226 | $5.7M | 0.06% | 2025-12-31 |
| 193 | CLARIS ADVISORS, LLC / MO / | 93,709 | $5.6M | 0.05% | 2025-12-31 |
| 194 | Vestment Financial LLC | 88,750 | $5.5M | 0.05% | 2025-12-31 |
| 195 | Greenspring Advisors, LLC | 92,673 | $5.5M | 0.05% | 2025-12-31 |
| 196 | SwitchPoint Financial Planning, LLC | 92,109 | $5.5M | 0.05% | 2025-12-31 |
| 197 | Glassy Mountain Advisors, Inc. | 90,740 | $5.4M | 0.05% | 2025-12-31 |
| 198 | Mills Wealth Advisors LLC | 90,726 | $5.4M | 0.05% | 2025-12-31 |
| 199 | Cherry Tree Wealth Management, LLC | 90,558 | $5.4M | 0.05% | 2025-12-31 |
| 200 | CogentBlue Wealth Advisors, LLC | 90,446 | $5.4M | 0.05% | 2025-12-31 |
| 201 | Gibson Capital, LLC | 90,351 | $5.4M | 0.05% | 2025-12-31 |
| 202 | NewEdge Advisors, LLC | 90,122 | $5.4M | 0.05% | 2025-12-31 |
| 203 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 89,412 | $5.3M | 0.05% | 2025-12-31 |
| 204 | CLUNE & ASSOCIATES, LTD. | 88,712 | $5.3M | 0.05% | 2025-12-31 |
| 205 | Quantum Financial Planning Services, Inc. | 88,235 | $5.3M | 0.05% | 2025-12-31 |
| 206 | Weinberger Asset Management, Inc | 86,675 | $5.2M | 0.05% | 2025-12-31 |
| 207 | Bragg Financial Advisors, Inc | 85,470 | $5.1M | 0.05% | 2025-12-31 |
| 208 | 1900 WEALTH MANAGEMENT LLC | 85,011 | $5.1M | 0.05% | 2025-12-31 |
| 209 | Lionshead Wealth Management, LLC | 84,545 | $5.0M | 0.05% | 2025-12-31 |
| 210 | Westwood Wealth Management | 84,545 | $5.0M | 0.05% | 2025-12-31 |
| 211 | STUDIO INVESTMENT MANAGEMENT LLC | 84,444 | $5.0M | 0.05% | 2025-12-31 |
| 212 | Porter White Investment Advisors, Inc. | 84,418 | $5.0M | 0.05% | 2025-12-31 |
| 213 | Platform Wealth Management, LLC | 84,122 | $5.0M | 0.05% | 2025-12-31 |
| 214 | MARYLAND CAPITAL ADVISORS INC. | 83,791 | $5.0M | 0.05% | 2025-12-31 |
| 215 | White Wing Wealth Management | 82,488 | $4.9M | 0.05% | 2025-12-31 |
| 216 | Shearwater Capital LLC | 82,445 | $4.9M | 0.05% | 2025-12-31 |
| 217 | RTD Financial Advisors, Inc. | 80,961 | $4.8M | 0.05% | 2025-12-31 |
| 218 | Burk Holdings LLC | 80,942 | $4.8M | 0.05% | 2025-12-31 |
| 219 | Orion Porfolio Solutions, LLC | 78,396 | $4.7M | 0.05% | 2025-12-31 |
| 220 | STIFEL FINANCIAL CORP | 77,992 | $4.6M | 0.04% | 2025-12-31 |
| 221 | Passive Capital Management, LLC. | 76,992 | $4.6M | 0.04% | 2025-12-31 |
| 222 | SC&H Financial Advisors, Inc. | 76,218 | $4.5M | 0.04% | 2025-12-31 |
| 223 | Verdence Capital Advisors LLC | 75,635 | $4.5M | 0.04% | 2025-12-31 |
| 224 | NORTHERN TRUST CORP | 75,023 | $4.5M | 0.04% | 2025-12-31 |
| 225 | Pacific Asset Management, LLC | 73,996 | $4.4M | 0.04% | 2025-12-31 |
| 226 | Physician Wealth Solutions Inc. | 73,487 | $4.4M | 0.04% | 2025-12-31 |
| 227 | Private Wealth Management Group, LLC | 72,618 | $4.3M | 0.04% | 2025-12-31 |
| 228 | ELEVATE WEALTH ADVISORY, INC | 71,772 | $4.3M | 0.04% | 2025-12-31 |
| 229 | Frankly Finances, LLC | 71,580 | $4.3M | 0.04% | 2025-12-31 |
| 230 | Diversified Portfolios, Inc. | 71,263 | $4.2M | 0.04% | 2025-12-31 |
| 231 | Aviance Capital Partners, LLC | 71,069 | $4.2M | 0.04% | 2025-12-31 |
| 232 | HB Wealth Management, LLC | 70,136 | $4.2M | 0.04% | 2025-12-31 |
| 233 | CFS Investment Advisory Services, LLC | 69,676 | $4.1M | 0.04% | 2025-12-31 |
| 234 | Level Financial Advisors | 69,631 | $4.1M | 0.04% | 2025-12-31 |
| 235 | Hill Investment Group Partners, LLC | 69,156 | $4.1M | 0.04% | 2025-12-31 |
| 236 | Fortitude Family Office, LLC | 68,868 | $4.1M | 0.04% | 2025-12-31 |
| 237 | Vistica Wealth Advisors, LLC | 68,325 | $4.1M | 0.04% | 2025-12-31 |
| 238 | InTrack Investment Management Inc | 67,375 | $4.0M | 0.04% | 2025-12-31 |
| 239 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 67,299 | $4.0M | 0.04% | 2025-12-31 |
| 240 | Bedel Financial Consulting, Inc. | 66,539 | $4.0M | 0.04% | 2025-12-31 |
| 241 | Ares Financial Consulting, LLC | 66,276 | $3.9M | 0.04% | 2025-12-31 |
| 242 | MAI Capital Management | 66,027 | $3.9M | 0.04% | 2025-12-31 |
| 243 | Klingman & Associates, LLC | 64,428 | $3.8M | 0.04% | 2025-12-31 |
| 244 | Belleair Asset Management, LLC | 64,405 | $3.8M | 0.04% | 2025-12-31 |
| 245 | Burton Enright Welch | 62,265 | $3.7M | 0.03% | 2025-12-31 |
| 246 | PW ADVISORS, LLC \ FL | 62,028 | $3.7M | 0.03% | 2025-12-31 |
| 247 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 61,620 | $3.7M | 0.03% | 2025-12-31 |
| 248 | Vantage Point Financial LLC | 61,278 | $3.6M | 0.03% | 2025-12-31 |
| 249 | LJI Wealth Management, LLC | 60,859 | $3.6M | 0.03% | 2025-12-31 |
| 250 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 58,012 | $3.5M | 0.03% | 2025-12-31 |
| 251 | Cresset Asset Management, LLC | 57,936 | $3.4M | 0.03% | 2025-12-31 |
| 252 | Live Oak Private Wealth LLC | 57,751 | $3.4M | 0.03% | 2025-12-31 |
| 253 | CURIO WEALTH, LLC | 56,428 | $3.4M | 0.03% | 2025-12-31 |
| 254 | Certified Advisory Corp | 57,020 | $3.4M | 0.03% | 2025-12-31 |
| 255 | Thayer Financial, L.L.C. | 56,645 | $3.4M | 0.03% | 2025-12-31 |
| 256 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 56,119 | $3.3M | 0.03% | 2025-12-31 |
| 257 | Johnson Wealth Management, LLC | 55,410 | $3.3M | 0.03% | 2025-12-31 |
| 258 | Freedom Investment Management, Inc. | 55,227 | $3.3M | 0.03% | 2025-12-31 |
| 259 | Simplicity Wealth,LLC | 55,193 | $3.3M | 0.03% | 2025-12-31 |
| 260 | MONETA GROUP INVESTMENT ADVISORS LLC | 54,446 | $3.2M | 0.03% | 2025-12-31 |
| 261 | Kane Co Wealth Management, Inc. | 53,777 | $3.2M | 0.03% | 2025-12-31 |
| 262 | MORRIS FINANCIAL CONCEPTS, INC. | 53,209 | $3.2M | 0.03% | 2025-12-31 |
| 263 | OneDigital Investment Advisors LLC | 53,024 | $3.2M | 0.03% | 2025-12-31 |
| 264 | FORTERIS WEALTH MANAGEMENT INC. | 52,662 | $3.1M | 0.03% | 2025-12-31 |
| 265 | Sanctuary Advisors, LLC | 51,457 | $3.1M | 0.03% | 2025-12-31 |
| 266 | Symmetry Partners, LLC | 51,287 | $3.1M | 0.03% | 2025-12-31 |
| 267 | XY Planning Network, Inc. | 50,770 | $3.0M | 0.03% | 2025-12-31 |
| 268 | Sound Portfolio Advisors, LLC | 49,689 | $3.0M | 0.03% | 2025-12-31 |
| 269 | Strategent Financial, LLC | 49,633 | $3.0M | 0.03% | 2025-12-31 |
| 270 | RFG Advisory, LLC | 49,014 | $2.9M | 0.03% | 2025-12-31 |
| 271 | Pinnacle Financial Partners, Inc. | 48,126 | $2.9M | 0.03% | 2025-12-31 |
| 272 | Generations Wealth, LLC | 47,775 | $2.8M | 0.03% | 2025-12-31 |
| 273 | Redwood Park Advisors LLC | 47,260 | $2.8M | 0.03% | 2025-12-31 |
| 274 | BluePrint Investing LLC | 47,258 | $2.8M | 0.03% | 2025-12-31 |
| 275 | US BANCORP \DE\ | 46,804 | $2.8M | 0.02% | 2025-12-31 |
| 276 | Applied Capital LLC | 46,620 | $2.8M | 0.02% | 2025-12-31 |
| 277 | Werba Rubin Papier Wealth Management | 46,561 | $2.8M | 0.02% | 2025-12-31 |
| 278 | Aegis Wealth Management LLC | 46,018 | $2.7M | 0.02% | 2025-12-31 |
| 279 | AG Asset Advisory, LLC | 45,933 | $2.7M | 0.02% | 2025-12-31 |
| 280 | Compound Planning, Inc. | 44,869 | $2.7M | 0.02% | 2025-12-31 |
| 281 | Private Advisor Group, LLC | 44,671 | $2.7M | 0.02% | 2025-12-31 |
| 282 | Beckerman Institutional, LLC | 44,469 | $2.6M | 0.02% | 2025-12-31 |
| 283 | Entelevest, LLC | 44,450 | $2.6M | 0.02% | 2025-12-31 |
| 284 | Rooted Wealth Advisors, Inc. | 39,335 | $2.6M | 0.02% | 2025-12-31 |
| 285 | DELAP WEALTH ADVISORY, LLC | 43,264 | $2.6M | 0.02% | 2025-12-31 |
| 286 | Astra Wealth Partners LLC | 43,012 | $2.6M | 0.02% | 2025-12-31 |
| 287 | OneAscent Family Office, LLC | 42,836 | $2.6M | 0.02% | 2025-12-31 |
| 288 | True Wealth Design, LLC | 42,604 | $2.5M | 0.02% | 2025-12-31 |
| 289 | Arkadios Wealth Advisors | 42,583 | $2.5M | 0.02% | 2025-12-31 |
| 290 | Sigma Planning Corp | 41,933 | $2.5M | 0.02% | 2025-12-31 |
| 291 | TruNorth Capital Management, LLC | 41,892 | $2.5M | 0.02% | 2025-12-31 |
| 292 | FINANCIAL CONSULATE, INC | 41,870 | $2.5M | 0.02% | 2025-12-31 |
| 293 | M&T Bank Corp | 5,296 | $2.5M | 0.00% | 2025-12-31 |
| 294 | Bridgewater Advisors Inc. | 37,875 | $2.4M | 0.02% | 2025-12-31 |
| 295 | Avant Financial Advisors LLC | 40,857 | $2.4M | 0.02% | 2025-12-31 |
| 296 | ELEVATION WEALTH PARTNERS, LLC | 40,189 | $2.4M | 0.02% | 2025-12-31 |
| 297 | Midwest Trust Co | 39,253 | $2.3M | 0.02% | 2025-12-31 |
| 298 | Investmark Advisory Group LLC | 37,559 | $2.2M | 0.02% | 2025-12-31 |
| 299 | Rockwood Wealth Management, LLC | 37,479 | $2.2M | 0.02% | 2025-12-31 |
| 300 | Strathmore Capital Advisors, Inc. | 37,325 | $2.2M | 0.02% | 2025-12-31 |
| 301 | Mutual Advisors, LLC | 37,208 | $2.2M | 0.02% | 2025-12-31 |
| 302 | Grove Street Fiduciary, LLC | 35,979 | $2.1M | 0.02% | 2025-12-31 |
| 303 | Tyche Wealth Partners LLC | 35,332 | $2.1M | 0.02% | 2025-12-31 |
| 304 | marrick wealth, LLC | 35,019 | $2.1M | 0.02% | 2025-12-31 |
| 305 | Abel Hall, LLC | 34,959 | $2.1M | 0.02% | 2025-12-31 |
| 306 | EverSource Wealth Advisors, LLC | 34,668 | $2.1M | 0.02% | 2025-12-31 |
| 307 | HUTCHINSON CAPITAL MANAGEMENT/CA | 34,545 | $2.1M | 0.02% | 2025-12-31 |
| 308 | Glass Jacobson Investment Advisors llc | 34,384 | $2.0M | 0.02% | 2025-12-31 |
| 309 | Rockefeller Capital Management L.P. | 33,952 | $2.0M | 0.02% | 2025-12-31 |
| 310 | HBE Wealth Management, LLC | 33,942 | $2.0M | 0.02% | 2025-12-31 |
| 311 | Caprock Group, LLC | 33,412 | $2.0M | 0.02% | 2025-12-31 |
| 312 | Cascade Financial Partners, LLC | 32,636 | $1.9M | 0.02% | 2025-12-31 |
| 313 | QUARRY HILL ADVISORS, LLC | 32,502 | $1.9M | 0.02% | 2025-12-31 |
| 314 | Financial Synergies Wealth Advisors, Inc. | 32,461 | $1.9M | 0.02% | 2025-12-31 |
| 315 | Heritage Investment Group, Inc. | 32,421 | $1.9M | 0.02% | 2025-12-31 |
| 316 | Schubert & Co | 32,015 | $1.9M | 0.02% | 2025-12-31 |
| 317 | ARK & TLK INVESTMENTS, LLC | 31,218 | $1.9M | 0.01% | 2025-12-31 |
| 318 | FMR LLC | 30,721 | $1.8M | 0.01% | 2025-12-31 |
| 319 | New Dimensions Wealth Management, LLC | 30,530 | $1.8M | 0.01% | 2025-12-31 |
| 320 | Integrated Wealth Concepts LLC | 30,437 | $1.8M | 0.01% | 2025-12-31 |
| 321 | Strategic Blueprint, LLC | 30,406 | $1.8M | 0.01% | 2025-12-31 |
| 322 | Clark Asset Management, LLC | 30,054 | $1.8M | 0.01% | 2025-12-31 |
| 323 | LAM GROUP, INC. | 29,735 | $1.8M | 0.01% | 2025-12-31 |
| 324 | Avior Wealth Management, LLC | 29,687 | $1.8M | 0.01% | 2025-12-31 |
| 325 | PNC Financial Services Group, Inc. | 29,366 | $1.7M | 0.01% | 2025-12-31 |
| 326 | International Private Wealth Advisors LLC | 29,106 | $1.7M | 0.01% | 2025-12-31 |
| 327 | PURE PORTFOLIOS HOLDINGS LLC | 28,983 | $1.7M | 0.01% | 2025-12-31 |
| 328 | True North Advisors, LLC | 28,257 | $1.7M | 0.01% | 2025-12-31 |
| 329 | Aptus Capital Advisors, LLC | 27,978 | $1.7M | 0.01% | 2025-12-31 |
| 330 | POINCIANA ADVISORS GROUP, LLC | 27,735 | $1.7M | 0.01% | 2025-12-31 |
| 331 | Root Financial Partners, LLC | 27,464 | $1.6M | 0.01% | 2025-12-31 |
| 332 | Versant Capital Management, Inc | 27,228 | $1.6M | 0.01% | 2025-12-31 |
| 333 | CarsonAllaria Wealth Management, Ltd. | 26,925 | $1.6M | 0.01% | 2025-12-31 |
| 334 | Steward Partners Investment Advisory, LLC | 26,409 | $1.6M | 0.01% | 2025-12-31 |
| 335 | VERUS WEALTH MANAGEMENT, LLC | 26,335 | $1.6M | 0.01% | 2025-12-31 |
| 336 | Vise Technologies, Inc. | 25,946 | $1.5M | 0.01% | 2025-12-31 |
| 337 | Long Island Wealth Management, Inc. | 25,924 | $1.5M | 0.01% | 2025-12-31 |
| 338 | TOBIAS FINANCIAL ADVISORS, INC. | 25,922 | $1.5M | 0.01% | 2025-12-31 |
| 339 | 25 LLC | 25,666 | $1.5M | 0.01% | 2025-12-31 |
| 340 | RENASANT BANK | 25,324 | $1.5M | 0.01% | 2025-12-31 |
| 341 | Balboa Wealth Partners | 25,311 | $1.5M | 0.01% | 2025-12-31 |
| 342 | Lodestone Wealth Management LLC | 25,301 | $1.5M | 0.01% | 2025-12-31 |
| 343 | Addison Advisors LLC | 25,220 | $1.5M | 0.01% | 2025-12-31 |
| 344 | MONTAG A & ASSOCIATES INC | 25,083 | $1.5M | 0.01% | 2025-12-31 |
| 345 | Olistico Wealth, LLC | 24,495 | $1.5M | 0.01% | 2025-12-31 |
| 346 | IFG Advisors, LLC | 24,489 | $1.5M | 0.01% | 2025-12-31 |
| 347 | Curi Capital, LLC | 24,479 | $1.5M | 0.01% | 2025-12-31 |
| 348 | Aspirean Wealth, LLC | 24,394 | $1.5M | 0.01% | 2025-12-31 |
| 349 | BIP Wealth, LLC | 24,387 | $1.5M | 0.01% | 2025-12-31 |
| 350 | 55 North Private Wealth, LLC | 24,331 | $1.4M | 0.01% | 2025-12-31 |
| 351 | AMERIPRISE FINANCIAL INC | 24,312 | $1.4M | 0.01% | 2025-12-31 |
| 352 | BOS Asset Management, LLC | 24,284 | $1.4M | 0.01% | 2025-12-31 |
| 353 | VIRTUE ASSET MANAGEMENT LLC | 24,142 | $1.4M | 0.01% | 2025-12-31 |
| 354 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 24,022 | $1.4M | 0.01% | 2025-12-31 |
| 355 | Meredith Wealth Planning | 23,942 | $1.4M | 0.01% | 2025-12-31 |
| 356 | NerdWallet Wealth Partners, LLC | 23,466 | $1.4M | 0.01% | 2025-12-31 |
| 357 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | 23,388 | $1.4M | 0.01% | 2025-12-31 |
| 358 | Foundation Wealth Management, LLC\PA | 23,095 | $1.4M | 0.01% | 2025-12-31 |
| 359 | WealthCollab, LLC | 22,975 | $1.4M | 0.01% | 2025-12-31 |
| 360 | MELFA WEALTH MANAGEMENT, INC. | 22,837 | $1.4M | 0.01% | 2025-12-31 |
| 361 | Global Retirement Partners, LLC | 22,763 | $1.4M | 0.01% | 2025-12-31 |
| 362 | SILVER OAK SECURITIES, INCORPORATED | 22,387 | $1.3M | 0.01% | 2025-12-31 |
| 363 | Prime Capital Investment Advisors, LLC | 22,606 | $1.3M | 0.01% | 2025-12-31 |
| 364 | Krilogy Financial LLC | 21,114 | $1.3M | 0.01% | 2025-12-31 |
| 365 | SageView Advisory Group, LLC | 22,442 | $1.3M | 0.01% | 2025-12-31 |
| 366 | Merit Financial Group, LLC | 22,216 | $1.3M | 0.01% | 2025-12-31 |
| 367 | Kondo Wealth Advisors, Inc. | 22,068 | $1.3M | 0.01% | 2025-12-31 |
| 368 | Legacy Financial Advisors, Inc. | 21,305 | $1.3M | 0.01% | 2025-12-31 |
| 369 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 21,079 | $1.3M | 0.01% | 2025-12-31 |
| 370 | Measured Wealth Private Client Group, LLC | 20,555 | $1.2M | 0.01% | 2025-12-31 |
| 371 | Compass Advisory Group LLC | 20,276 | $1.2M | 0.01% | 2025-12-31 |
| 372 | L.K. Benson & Company, P.C. | 20,236 | $1.2M | 0.01% | 2025-12-31 |
| 373 | Triumph Capital Management | 20,041 | $1.2M | 0.01% | 2025-12-31 |
| 374 | Black Swift Group, LLC | 20,000 | $1.2M | 0.01% | 2025-12-31 |
| 375 | TIAA TRUST, NATIONAL ASSOCIATION | 19,972 | $1.2M | 0.01% | 2025-12-31 |
| 376 | Intergy Private Wealth, LLC | 19,868 | $1.2M | 0.01% | 2025-12-31 |
| 377 | BANK OF MONTREAL /CAN/ | 19,393 | $1.2M | 0.01% | 2025-12-31 |
| 378 | Integrity Wealth Solutions LLC | 19,137 | $1.1M | 0.01% | 2025-12-31 |
| 379 | Partners in Financial Planning | 19,107 | $1.1M | 0.01% | 2025-12-31 |
| 380 | McGrath & Associates, Inc. | 18,971 | $1.1M | 0.01% | 2025-12-31 |
| 381 | Petersen Hastings Wealth Advisors Inc. | 18,793 | $1.1M | 0.01% | 2025-12-31 |
| 382 | Peirce Capital Management, LLC | 18,670 | $1.1M | 0.01% | 2025-12-31 |
| 383 | Aurelius Family Office LLC | 18,226 | $1.1M | 0.01% | 2025-12-31 |
| 384 | CENTRAL TRUST Co | 18,586 | $1.1M | 0.01% | 2025-12-31 |
| 385 | Legacy Capital Wealth Partners, LLC | 18,520 | $1.1M | 0.01% | 2025-12-31 |
| 386 | Wealthcare Advisory Partners LLC | 18,492 | $1.1M | 0.01% | 2025-12-31 |
| 387 | Vannoy Advisory Group, Inc. | 18,371 | $1.1M | 0.01% | 2025-12-31 |
| 388 | BetterWealth, LLC | 18,348 | $1.1M | 0.01% | 2025-12-31 |
| 389 | WILLNER & HELLER, LLC | 17,736 | $1.1M | 0.01% | 2025-12-31 |
| 390 | GRAND WEALTH MANAGEMENT, LLC | 17,503 | $1.0M | 0.01% | 2025-12-31 |
| 391 | MB Generational Wealth, LLC | 17,405 | $1.0M | 0.01% | 2025-12-31 |
| 392 | Summit Trail Advisors, LLC | 17,382 | $1.0M | 0.01% | 2025-12-31 |
| 393 | Clear Creek Financial Management, LLC | 17,338 | $1.0M | 0.01% | 2025-12-31 |
| 394 | Apollon Wealth Management, LLC | 17,050 | $1.0M | 0.01% | 2025-12-31 |
| 395 | Axis Wealth Partners, LLC | 17,004 | $1.0M | 0.01% | 2025-12-31 |
| 396 | IFP Advisors, Inc | 16,957 | $1.0M | 0.01% | 2025-12-31 |
| 397 | KAVAR CAPITAL PARTNERS GROUP, LLC | 16,876 | $1.0M | 0.01% | 2025-12-31 |
| 398 | Ponta Wealth Partners, LLC | 16,813 | $1.0M | 0.01% | 2025-12-31 |
| 399 | Avidian Wealth Enterprises, LLC | 16,521 | $983.6K | 0.01% | 2025-12-31 |
| 400 | WEALTHSPAN PARTNERS, LLC | 16,320 | $971.7K | 0.01% | 2025-12-31 |
| 401 | Warwick Investment Management, Inc. | 16,227 | $966.1K | 0.01% | 2025-12-31 |
| 402 | SEI INVESTMENTS CO | 16,192 | $964.0K | 0.01% | 2025-12-31 |
| 403 | Capital Group Private Client Services, Inc. | 16,188 | $963.8K | 0.01% | 2025-12-31 |
| 404 | Roundview Capital LLC | 16,169 | $962.7K | 0.01% | 2025-12-31 |
| 405 | Concentrum Wealth Management | 16,096 | $958.3K | 0.01% | 2025-12-31 |
| 406 | TRUSTMARK BANK TRUST DEPARTMENT | 16,080 | $957.4K | 0.01% | 2025-12-31 |
| 407 | Eaton Financial Holdings Company, LLC | 15,961 | $950.3K | 0.01% | 2025-12-31 |
| 408 | Vermillion Wealth Management, Inc. | 15,929 | $948.4K | 0.01% | 2025-12-31 |
| 409 | Activest Wealth Management | 15,827 | $942.3K | 0.01% | 2025-12-31 |
| 410 | KEYBANK NATIONAL ASSOCIATION/OH | 15,816 | $941.7K | 0.01% | 2025-12-31 |
| 411 | Dakota Wealth Management | 15,475 | $921.4K | 0.00% | 2025-12-31 |
| 412 | Prudent Man Investment Management, Inc. | 15,130 | $900.8K | 0.00% | 2025-12-31 |
| 413 | Capital Investment Advisors, LLC | 15,023 | $894.5K | 0.00% | 2025-12-31 |
| 414 | LongView Wealth Management | 14,100 | $879.4K | 0.00% | 2025-12-31 |
| 415 | IHT Wealth Management, LLC | 14,711 | $875.9K | 0.00% | 2025-12-31 |
| 416 | Chicago Partners Investment Group LLC | 13,821 | $875.7K | 0.00% | 2025-12-31 |
| 417 | Falcon Wealth Planning | 14,516 | $864.3K | 0.00% | 2025-12-31 |
| 418 | Plante Moran Financial Advisors, LLC | 14,349 | $854.3K | 0.00% | 2025-12-31 |
| 419 | Stone Summit Wealth LLC | 14,114 | $840.3K | 0.00% | 2025-12-31 |
| 420 | CVA Family Office, LLC | 14,113 | $840.3K | 0.00% | 2025-12-31 |
| 421 | Keebeck Wealth Management | 14,040 | $835.9K | 0.00% | 2025-12-31 |
| 422 | CARY STREET PARTNERS FINANCIAL LLC | 13,965 | $831.5K | 0.00% | 2025-12-31 |
| 423 | JFS WEALTH ADVISORS, LLC | 13,936 | $829.7K | 0.00% | 2025-12-31 |
| 424 | Pinnacle Bancorp, Inc. | 13,902 | $827.7K | 0.00% | 2025-12-31 |
| 425 | Nautilus Advisors LLC | 13,662 | $813.4K | 0.00% | 2025-12-31 |
| 426 | 180 WEALTH ADVISORS, LLC | 13,522 | $805.1K | 0.00% | 2025-12-31 |
| 427 | Waverly Advisors, LLC | 13,519 | $804.9K | 0.00% | 2025-12-31 |
| 428 | Ameritas Advisory Services, LLC | 13,499 | $803.7K | 0.00% | 2025-12-31 |
| 429 | Shira Ridge Wealth Management | 13,471 | $802.1K | 0.00% | 2025-12-31 |
| 430 | &PARTNERS | 13,468 | $801.9K | 0.00% | 2025-12-31 |
| 431 | Wealth Enhancement Trust Services, Inc. | 13,408 | $798.3K | 0.00% | 2025-12-31 |
| 432 | Berger Financial Group, Inc | 13,243 | $788.5K | 0.00% | 2025-12-31 |
| 433 | Savvy Advisors, Inc. | 13,217 | $786.9K | 0.00% | 2025-12-31 |
| 434 | TANDEMGROWTH FINANCIAL ADVISORS LLC | 13,178 | $784.6K | 0.00% | 2025-12-31 |
| 435 | SIGNET FINANCIAL MANAGEMENT, LLC | 13,174 | $784.4K | 0.00% | 2025-12-31 |
| 436 | Foundations Investment Advisors, LLC | 12,917 | $769.1K | 0.00% | 2025-12-31 |
| 437 | Empower Advisory Group, LLC | 12,880 | $766.9K | 0.00% | 2025-12-31 |
| 438 | Donalies Financial Planning, LLC | 12,877 | $766.7K | 0.00% | 2025-12-31 |
| 439 | Stratos Investment Management, LLC | 12,788 | $761.4K | 0.00% | 2025-12-31 |
| 440 | Safeguard Investment Advisory Group, LLC | 12,650 | $753.2K | 0.00% | 2025-12-31 |
| 441 | SIMON QUICK ADVISORS, LLC | 12,569 | $748.4K | 0.00% | 2025-12-31 |
| 442 | Keel Point, LLC | 12,647 | $736.2K | 0.00% | 2025-12-31 |
| 443 | Institute for Wealth Management, LLC. | 12,195 | $726.1K | 0.00% | 2025-12-31 |
| 444 | Perigon Wealth Management, LLC | 12,104 | $720.7K | 0.00% | 2025-12-31 |
| 445 | MGO ONE SEVEN LLC | 12,089 | $719.8K | 0.00% | 2025-12-31 |
| 446 | EVOKE WEALTH, LLC | 12,041 | $716.9K | 0.00% | 2025-12-31 |
| 447 | COMMERCE BANK | 11,998 | $714.4K | 0.00% | 2025-12-31 |
| 448 | WASHINGTON TRUST Co | 11,993 | $714.1K | 0.00% | 2025-12-31 |
| 449 | Financial Symmetry Inc | 11,980 | $713.3K | 0.00% | 2025-12-31 |