CUSIP 25434V625
DIMENSIONAL ETF TRUST
214 institutions · $1.41B total · 20,966,854 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Pure Financial Advisors, LLC | 2,180,949 | $160.6M | 10.40% | 2025-12-31 |
| 2 | Your Advocates Ltd., LLP | 998,410 | $73.5M | 4.76% | 2025-12-31 |
| 3 | BRIGHTON JONES LLC | 870,286 | $64.1M | 4.15% | 2025-12-31 |
| 4 | LRI Investments, LLC | 721,936 | $53.2M | 3.44% | 2025-12-31 |
| 5 | Stratos Investment Management, LLC | 616,797 | $45.4M | 2.94% | 2025-12-31 |
| 6 | Rather & Kittrell, Inc. | 615,168 | $45.3M | 2.93% | 2025-12-31 |
| 7 | Private Advisor Group, LLC | 595,558 | $43.9M | 2.84% | 2025-12-31 |
| 8 | Foundations Investment Advisors, LLC | 519,915 | $38.3M | 2.47% | 2025-12-31 |
| 9 | OneDigital Investment Advisors LLC | 482,892 | $35.6M | 2.30% | 2025-12-31 |
| 10 | MONOGRAPH WEALTH ADVISORS, LLC | 476,246 | $35.1M | 2.27% | 2025-12-31 |
| 11 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 462,877 | $34.1M | 2.20% | 2025-12-31 |
| 12 | SC&H Financial Advisors, Inc. | 404,292 | $29.8M | 1.92% | 2025-12-31 |
| 13 | BCO Wealth Management LLC | 392,164 | $28.9M | 1.87% | 2025-12-31 |
| 14 | GREAT OAK CAPITAL PARTNERS, LLC | 386,104 | $28.6M | 1.84% | 2025-12-31 |
| 15 | Keyes, Stange & Wooten Wealth Management, LLC | 344,730 | $25.4M | 1.64% | 2025-12-31 |
| 16 | KFG WEALTH MANAGEMENT, LLC | 339,367 | $25.0M | 1.61% | 2025-12-31 |
| 17 | Integrated Wealth Concepts LLC | 339,118 | $25.0M | 1.61% | 2025-12-31 |
| 18 | Hardy Reed LLC | 329,788 | $24.3M | 1.57% | 2025-12-31 |
| 19 | Geneos Wealth Management Inc. | 299,530 | $22.1M | 1.42% | 2025-12-31 |
| 20 | Vantage Point Financial LLC | 297,201 | $21.9M | 1.41% | 2025-12-31 |
| 21 | RIVERCHASE WEALTH MANAGEMENT, LLC | 293,569 | $21.6M | 1.40% | 2025-12-31 |
| 22 | SageOak Financial, LLC | 264,499 | $19.5M | 1.26% | 2025-12-31 |
| 23 | Cypress Point Wealth Management, LLC | 236,146 | $17.4M | 1.12% | 2025-12-31 |
| 24 | Quantum Financial Advisors, LLC | 224,850 | $16.6M | 1.07% | 2025-12-31 |
| 25 | Orion Porfolio Solutions, LLC | 217,705 | $16.0M | 1.03% | 2025-12-31 |
| 26 | Altiora Financial Group, LLC | 207,528 | $15.3M | 0.98% | 2025-12-31 |
| 27 | OSAIC HOLDINGS, INC. | 203,839 | $15.0M | 0.97% | 2025-12-31 |
| 28 | Hutchens & Kramer Investment Management Group, LLC | 199,718 | $14.7M | 0.95% | 2025-12-31 |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 191,972 | $14.1M | 0.91% | 2025-12-31 |
| 30 | ENVESTNET ASSET MANAGEMENT INC | 185,283 | $13.6M | 0.88% | 2025-12-31 |
| 31 | EverSource Wealth Advisors, LLC | 153,837 | $11.3M | 0.73% | 2025-12-31 |
| 32 | B&D White Capital Company, LLC | 150,023 | $11.0M | 0.71% | 2025-12-31 |
| 33 | Mariner, LLC | 144,868 | $10.7M | 0.69% | 2025-12-31 |
| 34 | Morton Capital Management LLC/CA | 139,272 | $10.3M | 0.66% | 2025-12-31 |
| 35 | HEFFERNAN ADVISORY, INC | 136,859 | $10.1M | 0.65% | 2025-12-31 |
| 36 | Heritage Investment Group, Inc. | 130,217 | $9.6M | 0.62% | 2025-12-31 |
| 37 | ABLE Financial Group, LLC | 120,452 | $8.9M | 0.57% | 2025-12-31 |
| 38 | Smartleaf Asset Management LLC | 115,425 | $8.6M | 0.55% | 2025-12-31 |
| 39 | Prospect Financial Group LLC | 114,772 | $8.5M | 0.54% | 2025-12-31 |
| 40 | Farther Finance Advisors, LLC | 112,709 | $8.3M | 0.53% | 2025-12-31 |
| 41 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 338,998 | $8.3M | 1.61% | 2025-12-31 |
| 42 | Truepoint, Inc. | 111,442 | $8.2M | 0.53% | 2025-12-31 |
| 43 | DecisionPoint Financial, LLC | 109,934 | $8.1M | 0.52% | 2025-12-31 |
| 44 | Archford Capital Strategies, LLC | 107,517 | $7.9M | 0.51% | 2025-12-31 |
| 45 | Aspen Capital Management, LLC | 105,196 | $7.7M | 0.50% | 2025-12-31 |
| 46 | HB Wealth Management, LLC | 102,241 | $7.5M | 0.48% | 2025-12-31 |
| 47 | Essential Planning, LLC. | 101,515 | $7.5M | 0.48% | 2025-12-31 |
| 48 | BDFS Capital LLC | 96,647 | $7.1M | 0.46% | 2025-12-31 |
| 49 | XY Planning Network, Inc. | 96,059 | $7.1M | 0.45% | 2025-12-31 |
| 50 | Elser Financial Planning, Inc | 104,227 | $7.0M | 0.49% | 2025-06-30 |
| 51 | WorthPointe, LLC | 86,370 | $6.4M | 0.41% | 2025-12-31 |
| 52 | Plancorp, LLC | 86,025 | $6.3M | 0.41% | 2025-12-31 |
| 53 | Capital Investment Advisory Services, LLC | 81,134 | $6.0M | 0.38% | 2025-12-31 |
| 54 | ENTREWEALTH, LLC | 75,440 | $5.8M | 0.35% | 2025-12-31 |
| 55 | Austin Wealth Management, LLC | 75,440 | $5.7M | 0.35% | 2025-12-31 |
| 56 | Keating Financial Advisory Services, Inc. | 74,436 | $5.5M | 0.35% | 2025-12-31 |
| 57 | Copperleaf Capital, LLC | 76,009 | $5.5M | 0.36% | 2025-09-30 |
| 58 | Cerity Partners LLC | 70,633 | $5.2M | 0.33% | 2025-12-31 |
| 59 | Kestra Advisory Services, LLC | 67,576 | $5.0M | 0.32% | 2025-12-31 |
| 60 | Wealthspire Advisors, LLC | 66,364 | $4.9M | 0.31% | 2025-12-31 |
| 61 | Cyndeo Wealth Partners, LLC | 64,859 | $4.8M | 0.30% | 2025-12-31 |
| 62 | Allworth Financial LP | 66,336 | $4.8M | 0.31% | 2025-12-31 |
| 63 | Eldridge Investment Advisors, Inc. | 63,284 | $4.7M | 0.30% | 2025-12-31 |
| 64 | TCI Wealth Advisors, Inc. | 63,039 | $4.6M | 0.30% | 2025-12-31 |
| 65 | BIP Wealth, LLC | 60,899 | $4.5M | 0.29% | 2025-12-31 |
| 66 | RAYMOND JAMES FINANCIAL INC | 59,985 | $4.4M | 0.28% | 2025-12-31 |
| 67 | Alpha Financial Advisors, LLC | 57,371 | $4.2M | 0.27% | 2025-12-31 |
| 68 | LPL Financial LLC | 52,215 | $3.8M | 0.24% | 2025-12-31 |
| 69 | Investment Advisory Group, LLC | 51,770 | $3.8M | 0.24% | 2025-12-31 |
| 70 | Wealth Advisors Northwest LLC | 51,383 | $3.8M | 0.24% | 2025-12-31 |
| 71 | Burton Enright Welch | 45,128 | $3.3M | 0.21% | 2025-12-31 |
| 72 | FMB WEALTH MANAGEMENT | 44,468 | $3.3M | 0.21% | 2025-12-31 |
| 73 | TRUIST FINANCIAL CORP | 44,050 | $3.2M | 0.21% | 2025-12-31 |
| 74 | CreativeOne Wealth, LLC | 43,340 | $3.2M | 0.20% | 2025-12-31 |
| 75 | Focus Partners Wealth | 43,306 | $3.2M | 0.20% | 2025-12-31 |
| 76 | GeoWealth Management, LLC | 40,898 | $3.0M | 0.19% | 2025-12-31 |
| 77 | Beacon Pointe Advisors, LLC | 39,625 | $2.9M | 0.18% | 2025-12-31 |
| 78 | Strathmore Capital Advisors, Inc. | 36,619 | $2.7M | 0.17% | 2025-12-31 |
| 79 | SAX WEALTH ADVISORS, LLC | 34,064 | $2.5M | 0.16% | 2025-12-31 |
| 80 | Modera Wealth Management, LLC | 34,013 | $2.5M | 0.16% | 2025-12-31 |
| 81 | GOULD ASSET MANAGEMENT LLC /CA/ | 32,807 | $2.4M | 0.15% | 2025-12-31 |
| 82 | COLDSTREAM CAPITAL MANAGEMENT INC | 31,095 | $2.3M | 0.14% | 2025-12-31 |
| 83 | Ashton Thomas Private Wealth, LLC | 29,893 | $2.2M | 0.14% | 2025-12-31 |
| 84 | Triad Wealth Partners, LLC | 29,311 | $2.2M | 0.13% | 2025-12-31 |
| 85 | CPA Asset Management LLC | 29,237 | $2.2M | 0.13% | 2025-12-31 |
| 86 | Foundry Financial LLC | 28,538 | $2.1M | 0.13% | 2025-12-31 |
| 87 | STAR Financial Bank | 27,695 | $2.0M | 0.13% | 2025-12-31 |
| 88 | Note Advisors, LLC | 26,409 | $2.0M | 0.12% | 2025-12-31 |
| 89 | Global Retirement Partners, LLC | 24,972 | $1.8M | 0.11% | 2025-12-31 |
| 90 | GRAND WEALTH MANAGEMENT, LLC | 24,875 | $1.8M | 0.11% | 2025-12-31 |
| 91 | HUTCHINSON CAPITAL MANAGEMENT/CA | 24,497 | $1.8M | 0.11% | 2025-12-31 |
| 92 | AQR CAPITAL MANAGEMENT LLC | 23,616 | $1.7M | 0.11% | 2025-12-31 |
| 93 | Goodman Financial Corp | 23,458 | $1.7M | 0.11% | 2025-12-31 |
| 94 | KEYBANK NATIONAL ASSOCIATION/OH | 22,867 | $1.7M | 0.10% | 2025-12-31 |
| 95 | BluePrint Investing LLC | 22,471 | $1.7M | 0.10% | 2025-12-31 |
| 96 | Onyx Financial Advisors, LLC | 20,582 | $1.5M | 0.09% | 2025-12-31 |
| 97 | Glass Jacobson Investment Advisors llc | 20,419 | $1.5M | 0.09% | 2025-12-31 |
| 98 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,889 | $1.5M | 0.09% | 2025-09-30 |
| 99 | marrick wealth, LLC | 20,309 | $1.5M | 0.09% | 2025-12-31 |
| 100 | Capstone Wealth Management, Inc. | 20,140 | $1.5M | 0.09% | 2025-12-31 |
| 101 | WPWealth LLP | 19,493 | $1.4M | 0.09% | 2025-12-31 |
| 102 | Financial Engines Advisors L.L.C. | 19,048 | $1.4M | 0.09% | 2025-12-31 |
| 103 | Werba Rubin Papier Wealth Management | 17,417 | $1.3M | 0.08% | 2025-12-31 |
| 104 | Prospera Financial Services Inc | 16,040 | $1.2M | 0.07% | 2025-12-31 |
| 105 | Kathleen S. Wright Associates Inc. | 16,342 | $1.2M | 0.07% | 2025-09-30 |
| 106 | Krilogy Financial LLC | 15,510 | $1.2M | 0.07% | 2025-12-31 |
| 107 | Apella Capital, LLC | 15,783 | $1.2M | 0.07% | 2025-12-31 |
| 108 | Royal Bank of Canada | 15,637 | $1.1M | 0.07% | 2025-09-30 |
| 109 | Freedom Investment Management, Inc. | 14,087 | $1.0M | 0.06% | 2025-12-31 |
| 110 | SUMMIT WEALTH GROUP LLC / CO | 13,745 | $1.0M | 0.06% | 2025-12-31 |
| 111 | IHT Wealth Management, LLC | 15,123 | $1.0M | 0.07% | 2025-06-30 |
| 112 | SCRATCH CAPITAL LLC | 13,649 | $1.0M | 0.06% | 2025-12-31 |
| 113 | FIRETHORN WEALTH PARTNERS, LLC | 13,062 | $961.7K | 0.06% | 2025-12-31 |
| 114 | Signal Advisors Wealth, LLC | 12,745 | $938.4K | 0.06% | 2025-12-31 |
| 115 | Merit Financial Group, LLC | 12,683 | $933.8K | 0.06% | 2025-12-31 |
| 116 | Evanson Asset Management, LLC | 12,208 | $898.9K | 0.05% | 2025-12-31 |
| 117 | CITADEL ADVISORS LLC | 12,083 | $889.7K | 0.05% | 2025-12-31 |
| 118 | SILVER OAK SECURITIES, INCORPORATED | 11,869 | $880.4K | 0.05% | 2025-12-31 |
| 119 | Sigma Planning Corp | 11,485 | $845.6K | 0.05% | 2025-12-31 |
| 120 | VESTIA PERSONAL WEALTH ADVISORS | 11,163 | $837.8K | 0.05% | 2025-12-31 |
| 121 | Perigon Wealth Management, LLC | 10,950 | $806.2K | 0.05% | 2025-12-31 |
| 122 | MML INVESTORS SERVICES, LLC | 10,885 | $801.5K | 0.05% | 2025-12-31 |
| 123 | FIDUCIARY FINANCIAL GROUP, LLC | 10,761 | $792.3K | 0.05% | 2025-12-31 |
| 124 | J.W. COLE ADVISORS, INC. | 10,012 | $737.2K | 0.04% | 2025-12-31 |
| 125 | Financial Symmetry Inc | 9,686 | $713.2K | 0.04% | 2025-12-31 |
| 126 | Mesirow Financial Investment Management, Inc. | 9,366 | $689.6K | 0.04% | 2025-12-31 |
| 127 | RCS Financial Planning, LLC | 9,290 | $684.0K | 0.04% | 2025-12-31 |
| 128 | Savvy Advisors, Inc. | 9,250 | $681.0K | 0.04% | 2025-12-31 |
| 129 | Cetera Investment Advisers | 9,084 | $668.9K | 0.04% | 2025-12-31 |
| 130 | MONEY CONCEPTS CAPITAL CORP | 8,988 | $661.8K | 0.04% | 2025-12-31 |
| 131 | AlphaStar Capital Management, LLC | 8,335 | $613.7K | 0.03% | 2025-12-31 |
| 132 | CALTON & ASSOCIATES, INC. | 8,279 | $609.6K | 0.03% | 2025-12-31 |
| 133 | Stirlingshire Investments, Inc. | 8,210 | $604.5K | 0.03% | 2025-12-31 |
| 134 | IFP Advisors, Inc | 7,644 | $549.9K | 0.03% | 2025-12-31 |
| 135 | Greenspring Advisors, LLC | 7,419 | $546.3K | 0.03% | 2025-12-31 |
| 136 | Wealthstream Advisors, Inc. | 7,419 | $533.7K | 0.03% | 2025-09-30 |
| 137 | EP Wealth Advisors, LLC | 7,203 | $530.4K | 0.03% | 2025-12-31 |
| 138 | MASECO LLP | 7,066 | $520.1K | 0.03% | 2025-12-31 |
| 139 | Yardley Wealth Management LLC | 6,788 | $499.8K | 0.03% | 2025-12-31 |
| 140 | JPMORGAN CHASE & CO | 6,725 | $495.2K | 0.03% | 2025-12-31 |
| 141 | Main Street Financial Solutions, LLC | 6,847 | $492.6K | 0.03% | 2025-09-30 |
| 142 | CWS Financial Advisors, LLC | 6,599 | $485.9K | 0.03% | 2025-12-31 |
| 143 | Dynamic Advisor Solutions LLC | 6,727 | $483.9K | 0.03% | 2025-09-30 |
| 144 | ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 6,318 | $465.2K | 0.03% | 2025-12-31 |
| 145 | Selective Wealth Management, Inc. | 5,928 | $448.0K | 0.02% | 2025-12-31 |
| 146 | Glassy Mountain Advisors, Inc. | 6,067 | $446.7K | 0.02% | 2025-12-31 |
| 147 | Millstone Evans Group, LLC | 5,900 | $434.4K | 0.02% | 2025-12-31 |
| 148 | Sprinkle Financial Consultants LLC | 5,590 | $411.6K | 0.02% | 2025-12-31 |
| 149 | Advyzon Investment Management, LLC | 5,560 | $409.4K | 0.02% | 2025-12-31 |
| 150 | First Financial Group Corp | 5,495 | $404.6K | 0.02% | 2025-12-31 |
| 151 | Zhang Financial LLC | 5,452 | $401.4K | 0.02% | 2025-12-31 |
| 152 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,265 | $395.9K | 0.02% | 2025-12-31 |
| 153 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 5,238 | $385.7K | 0.02% | 2025-12-31 |
| 154 | Allodium Investment Consultants, LLC | 4,824 | $355.2K | 0.02% | 2025-12-31 |
| 155 | Claris Financial LLC | 4,780 | $352.0K | 0.02% | 2025-12-31 |
| 156 | Foundation Wealth Management, LLC\PA | 4,472 | $329.3K | 0.02% | 2025-12-31 |
| 157 | GEM Asset Management, LLC | 4,340 | $324.6K | 0.02% | 2025-12-31 |
| 158 | StrongBox Wealth, LLC | 4,392 | $323.4K | 0.02% | 2025-12-31 |
| 159 | My Personal CFO, LLC | 4,472 | $321.7K | 0.02% | 2025-09-30 |
| 160 | Simplicity Wealth,LLC | 4,354 | $320.6K | 0.02% | 2025-12-31 |
| 161 | NORTHERN TRUST CORP | 4,200 | $309.2K | 0.02% | 2025-12-31 |
| 162 | Drucker Wealth 3.0, LLC | 3,852 | $283.6K | 0.01% | 2025-12-31 |
| 163 | Financial Harvest, LLC | 3,777 | $278.1K | 0.01% | 2025-12-31 |
| 164 | Woodside Wealth Management LLC | 3,639 | $267.9K | 0.01% | 2025-12-31 |
| 165 | Avior Wealth Management, LLC | 3,569 | $262.8K | 0.01% | 2025-12-31 |
| 166 | Keystone Financial Services | 3,617 | $260.2K | 0.01% | 2025-09-30 |
| 167 | Mustard Seed Financial, LLC | 3,523 | $259.4K | 0.01% | 2025-12-31 |
| 168 | Exeter Financial, LLC | 3,508 | $258.3K | 0.01% | 2025-12-31 |
| 169 | FSC Wealth Advisors, LLC | 3,497 | $251.6K | 0.01% | 2025-09-30 |
| 170 | MISSION WEALTH MANAGEMENT, LP | 3,383 | $249.1K | 0.01% | 2025-12-31 |
| 171 | VICTORY FINANCIAL GROUP, LLC | 3,382 | $249.0K | 0.01% | 2025-12-31 |
| 172 | Warwick Investment Management, Inc. | 3,214 | $236.6K | 0.01% | 2025-12-31 |
| 173 | Pacific Asset Management, LLC | 3,135 | $230.8K | 0.01% | 2025-12-31 |
| 174 | DOLIVER ADVISORS, LP | 3,019 | $222.3K | 0.01% | 2025-12-31 |
| 175 | Arax Advisory Partners | 2,855 | $210.2K | 0.01% | 2025-12-31 |
| 176 | D.A. DAVIDSON & CO. | 2,766 | $203.7K | 0.01% | 2025-12-31 |
| 177 | AE Wealth Management LLC | 2,107 | $155.1K | 0.01% | 2025-12-31 |
| 178 | Tower Research Capital LLC (TRC) | 2,128 | $153.1K | 0.01% | 2025-09-30 |
| 179 | GPS Wealth Strategies Group, LLC | 1,878 | $135.1K | 0.00% | 2025-09-30 |
| 180 | BANK OF MONTREAL /CAN/ | 1,749 | $128.8K | 0.00% | 2025-12-31 |
| 181 | UBS Group AG | 1,640 | $120.8K | 0.00% | 2025-12-31 |
| 182 | ELEVATE WEALTH ADVISORY, INC | 1,566 | $115.3K | 0.00% | 2025-12-31 |
| 183 | Blue Trust, Inc. | 1,409 | $103.8K | 0.00% | 2025-12-31 |
| 184 | ASSETMARK, INC | 1,287 | $94.8K | 0.00% | 2025-12-31 |
| 185 | Concord Wealth Partners | 998 | $73.5K | 0.00% | 2025-12-31 |
| 186 | Qube Research & Technologies Ltd | 977 | $71.9K | 0.00% | 2025-12-31 |
| 187 | NATIONAL BANK OF CANADA /FI/ | 920 | $67.7K | 0.00% | 2025-12-31 |
| 188 | MORGAN STANLEY | 881 | $64.9K | 0.00% | 2025-12-31 |
| 189 | HUNTINGTON NATIONAL BANK | 809 | $59.6K | 0.00% | 2025-12-31 |
| 190 | RHL GROUP, LLC | 628 | $46.2K | 0.00% | 2025-12-31 |
| 191 | Rossby Financial, LCC | 627 | $46.2K | 0.00% | 2025-12-31 |
| 192 | Vermillion & White Wealth Management Group, LLC | 498 | $36.7K | 0.00% | 2025-12-31 |
| 193 | Annandale Capital, LLC | 443,455 | $32.7K | 2.11% | 2025-12-31 |
| 194 | Betterment LLC | 342,376 | $25.2K | 1.63% | 2025-12-31 |
| 195 | Asset Dedication, LLC | 309 | $22.2K | 0.00% | 2025-09-30 |
| 196 | Dunhill Financial, LLC | 249 | $18.3K | 0.00% | 2025-12-31 |
| 197 | Cambridge Investment Research Advisors, Inc. | 247,000 | $18.2K | 1.17% | 2025-12-31 |
| 198 | Thrivent Financial for Lutherans | 134,300 | $9.9K | 0.64% | 2025-12-31 |
| 199 | FAS Wealth Partners, Inc. | 129 | $9.5K | 0.00% | 2025-12-31 |
| 200 | M Holdings Securities, Inc. | 127,606 | $9.4K | 0.60% | 2025-12-31 |
| 201 | PARK AVENUE SECURITIES LLC | 111,943 | $8.2K | 0.53% | 2025-12-31 |
| 202 | Cloud Capital Management, LLC | 91,742 | $6.8K | 0.43% | 2025-12-31 |
| 203 | Key Capital Management, INC | 66 | $4.9K | 0.00% | 2025-12-31 |
| 204 | VSM Wealth Advisory, LLC | 62 | $4.6K | 0.00% | 2025-12-31 |
| 205 | COMERICA BANK | 57 | $4.2K | 0.00% | 2025-12-31 |
| 206 | FIFTH THIRD BANCORP | 44 | $3.2K | 0.00% | 2025-12-31 |
| 207 | EXCHANGE TRADED CONCEPTS, LLC | 43 | $3.2K | 0.00% | 2025-12-31 |
| 208 | MAI Capital Management | 41 | $3.0K | 0.00% | 2025-09-30 |
| 209 | USAdvisors Wealth Management, LLC | 38,490 | $2.8K | 0.18% | 2025-12-31 |
| 210 | Hemington Wealth Management | 15,526 | $1.1K | 0.07% | 2025-09-30 |
| 211 | CWM, LLC | 10,723 | $790 | 0.05% | 2025-12-31 |
| 212 | Colorado Capital Management, Inc. | 5,368 | $395 | 0.02% | 2025-12-31 |
| 213 | WELLS FARGO & COMPANY/MN | 1 | $37 | 0.00% | 2025-12-31 |
| 214 | HAZLETT, BURT & WATSON, INC. | 328 | $24 | 0.00% | 2025-12-31 |