CUSIP 25434V658
DIMENSIONAL ETF TRUST
309 institutions · $2.38B total · 91,161,070 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Forum Financial Management, LP | 15,082,712 | $398.5M | 16.54% | 2025-12-31 |
| 2 | Savant Capital, LLC | 10,439,385 | $275.8M | 11.45% | 2025-12-31 |
| 3 | JMG Financial Group, Ltd. | 5,701,658 | $150.6M | 6.25% | 2025-12-31 |
| 4 | Focus Partners Wealth | 4,005,871 | $105.8M | 4.39% | 2025-12-31 |
| 5 | Wealthspire Advisors, LLC | 2,742,694 | $72.5M | 3.00% | 2025-12-31 |
| 6 | TCI Wealth Advisors, Inc. | 2,654,516 | $70.1M | 2.91% | 2025-12-31 |
| 7 | BRIGHTON JONES LLC | 2,611,200 | $69.0M | 2.86% | 2025-12-31 |
| 8 | LifeGuide Financial Advisors, LLC | 2,412,706 | $63.9M | 2.64% | 2025-12-31 |
| 9 | DiNuzzo Private Wealth, Inc. | 1,815,929 | $48.0M | 1.99% | 2025-12-31 |
| 10 | MASECO LLP | 1,471,409 | $38.9M | 1.61% | 2025-12-31 |
| 11 | LPL Financial LLC | 1,166,926 | $30.8M | 1.28% | 2025-12-31 |
| 12 | Rather & Kittrell, Inc. | 1,029,717 | $27.2M | 1.12% | 2025-12-31 |
| 13 | Wescott Financial Advisory Group, LLC | 973,477 | $25.7M | 1.06% | 2025-12-31 |
| 14 | Summit Financial Strategies, Inc. | 957,430 | $25.3M | 1.05% | 2025-12-31 |
| 15 | WPWealth LLP | 931,457 | $24.6M | 1.02% | 2025-12-31 |
| 16 | Beacon Pointe Advisors, LLC | 915,337 | $24.2M | 1.00% | 2025-12-31 |
| 17 | Rockwood Wealth Management, LLC | 901,221 | $23.8M | 0.98% | 2025-12-31 |
| 18 | Guardian Wealth Management, LLC | 873,467 | $23.1M | 0.95% | 2025-12-31 |
| 19 | Index Fund Advisors, Inc. | 856,707 | $22.6M | 0.93% | 2025-12-31 |
| 20 | Financial Plan, Inc. | 851,353 | $22.5M | 0.93% | 2025-12-31 |
| 21 | Verisail Partners, LLC | 844,520 | $22.3M | 0.92% | 2025-12-31 |
| 22 | Great Waters Wealth Management | 831,153 | $22.0M | 0.91% | 2025-12-31 |
| 23 | Creative Capital Management Investments LLC | 805,595 | $21.3M | 0.88% | 2025-12-31 |
| 24 | OneDigital Investment Advisors LLC | 802,414 | $21.2M | 0.88% | 2025-12-31 |
| 25 | Arax Advisory Partners | 747,077 | $19.7M | 0.81% | 2025-12-31 |
| 26 | Willow Creek Wealth Management Inc. | 638,861 | $17.4M | 0.70% | 2025-09-30 |
| 27 | Quantum Financial Advisors, LLC | 655,113 | $17.3M | 0.71% | 2025-12-31 |
| 28 | RS CRUM INC. | 641,075 | $16.9M | 0.70% | 2025-12-31 |
| 29 | Corient Private Wealth LLC | 625,584 | $16.5M | 0.68% | 2025-12-31 |
| 30 | Integris Wealth Management, LLC | 594,268 | $15.7M | 0.65% | 2025-12-31 |
| 31 | Private Wealth Management Group, LLC | 565,596 | $14.9M | 0.62% | 2025-12-31 |
| 32 | Wealth Management Nebraska | 562,975 | $14.9M | 0.61% | 2025-12-31 |
| 33 | Planning Center, Inc. | 549,289 | $14.5M | 0.60% | 2025-12-31 |
| 34 | Aspen Capital Management, LLC | 540,988 | $14.3M | 0.59% | 2025-12-31 |
| 35 | Level Financial Advisors | 529,668 | $14.0M | 0.58% | 2025-12-31 |
| 36 | Syverson Strege & Co | 472,990 | $12.9M | 0.51% | 2025-12-31 |
| 37 | Evanson Asset Management, LLC | 450,854 | $11.9M | 0.49% | 2025-12-31 |
| 38 | Geometric Wealth Advisors | 423,511 | $11.2M | 0.46% | 2025-12-31 |
| 39 | COMMONWEALTH EQUITY SERVICES, LLC | 418,758 | $11.1M | 0.45% | 2025-12-31 |
| 40 | Sprinkle Financial Consultants LLC | 356,193 | $9.4M | 0.39% | 2025-12-31 |
| 41 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 347,822 | $9.2M | 0.38% | 2025-12-31 |
| 42 | Henrickson Nauta Wealth Advisors, Inc. | 343,760 | $9.1M | 0.37% | 2025-12-31 |
| 43 | American Investment Services, Inc. | 334,634 | $8.8M | 0.36% | 2025-12-31 |
| 44 | HARBOUR INVESTMENTS, INC. | 329,792 | $8.7M | 0.36% | 2025-12-31 |
| 45 | CITADEL ADVISORS LLC | 325,095 | $8.6M | 0.35% | 2025-12-31 |
| 46 | Apella Capital, LLC | 323,640 | $8.6M | 0.35% | 2025-12-31 |
| 47 | AWM CAPITAL, LLC | 319,603 | $8.4M | 0.35% | 2025-12-31 |
| 48 | XY Planning Network, Inc. | 310,046 | $8.2M | 0.34% | 2025-12-31 |
| 49 | Vestmark Advisory Solutions, Inc. | 299,350 | $7.9M | 0.32% | 2025-12-31 |
| 50 | SJS Investment Consulting Inc. | 297,796 | $7.9M | 0.32% | 2025-12-31 |
| 51 | North Ridge Wealth Advisors, Inc. | 293,297 | $7.7M | 0.32% | 2025-12-31 |
| 52 | Parkshore Wealth Management, Inc. | 288,934 | $7.6M | 0.31% | 2025-12-31 |
| 53 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 283,193 | $7.5M | 0.31% | 2025-12-31 |
| 54 | RFG Advisory, LLC | 283,026 | $7.5M | 0.31% | 2025-12-31 |
| 55 | REAP Financial Group, LLC | 279,385 | $7.4M | 0.30% | 2025-12-31 |
| 56 | ENVESTNET ASSET MANAGEMENT INC | 270,702 | $7.2M | 0.29% | 2025-12-31 |
| 57 | Financial Engines Advisors L.L.C. | 262,593 | $6.9M | 0.28% | 2025-12-31 |
| 58 | Wealth Architects, LLC | 258,803 | $6.8M | 0.28% | 2025-12-31 |
| 59 | Peirce Capital Management, LLC | 251,637 | $6.6M | 0.27% | 2025-12-31 |
| 60 | CogentBlue Wealth Advisors, LLC | 245,059 | $6.5M | 0.26% | 2025-12-31 |
| 61 | Burk Holdings LLC | 237,496 | $6.3M | 0.26% | 2025-12-31 |
| 62 | GeoWealth Management, LLC | 237,135 | $6.3M | 0.26% | 2025-12-31 |
| 63 | Tilson Financial Group, Inc. | 224,865 | $5.9M | 0.24% | 2025-12-31 |
| 64 | McMill Wealth Management | 219,516 | $5.8M | 0.24% | 2025-12-31 |
| 65 | Sterling Financial Planning, Inc. | 219,379 | $5.8M | 0.24% | 2025-12-31 |
| 66 | EP Wealth Advisors, LLC | 207,892 | $5.5M | 0.22% | 2025-12-31 |
| 67 | AdvisorNet Financial, Inc | 203,243 | $5.4M | 0.22% | 2025-12-31 |
| 68 | JANE STREET GROUP, LLC | 202,526 | $5.4M | 0.22% | 2025-12-31 |
| 69 | LAM GROUP, INC. | 202,460 | $5.3M | 0.22% | 2025-12-31 |
| 70 | New Dimensions Wealth Management, LLC | 193,736 | $5.1M | 0.21% | 2025-12-31 |
| 71 | Platform Wealth Management, LLC | 193,518 | $5.1M | 0.21% | 2025-12-31 |
| 72 | Forum Private Client Group LLC | 192,263 | $5.1M | 0.21% | 2025-12-31 |
| 73 | Allworth Financial LP | 188,790 | $5.0M | 0.20% | 2025-12-31 |
| 74 | Greenspring Advisors, LLC | 188,081 | $5.0M | 0.20% | 2025-12-31 |
| 75 | Shotwell Rutter Baer Inc | 185,498 | $4.9M | 0.20% | 2025-12-31 |
| 76 | HFM Investment Advisors, LLC | 185,881 | $4.9M | 0.20% | 2025-12-31 |
| 77 | Vawter Financial, Ltd. | 183,950 | $4.9M | 0.20% | 2025-12-31 |
| 78 | EverSource Wealth Advisors, LLC | 180,700 | $4.8M | 0.19% | 2025-12-31 |
| 79 | AlTi Global, Inc. | 179,651 | $4.7M | 0.19% | 2025-12-31 |
| 80 | Ruedi Wealth Management, Inc. | 173,478 | $4.6M | 0.19% | 2025-12-31 |
| 81 | Clarity Wealth Development LLC | 171,241 | $4.5M | 0.18% | 2025-12-31 |
| 82 | Balanced Rock Investment Advisors LLC | 171,195 | $4.5M | 0.18% | 2025-12-31 |
| 83 | JDH Wealth Management, LLC | 168,132 | $4.4M | 0.18% | 2025-12-31 |
| 84 | Pathstone Holdings, LLC | 167,628 | $4.4M | 0.18% | 2025-12-31 |
| 85 | Integrity Advisory Solutions, LLC | 159,543 | $4.2M | 0.17% | 2025-12-31 |
| 86 | Farther Finance Advisors, LLC | 153,695 | $4.1M | 0.16% | 2025-12-31 |
| 87 | Spire Wealth Management | 151,781 | $4.0M | 0.16% | 2025-12-31 |
| 88 | McLean Asset Management Corp | 147,616 | $4.0M | 0.16% | 2025-12-31 |
| 89 | Cherry Tree Wealth Management, LLC | 150,546 | $4.0M | 0.16% | 2025-12-31 |
| 90 | New Capital Management LP | 148,535 | $3.9M | 0.16% | 2025-12-31 |
| 91 | COOPER/HAIMS ADVISORS, LLC | 146,856 | $3.9M | 0.16% | 2025-12-31 |
| 92 | Mach-1 Financial Group, LLC | 138,353 | $3.8M | 0.15% | 2025-09-30 |
| 93 | JPMORGAN CHASE & CO | 140,114 | $3.7M | 0.15% | 2025-12-31 |
| 94 | INTEGRITY ALLIANCE, LLC. | 139,297 | $3.7M | 0.15% | 2025-12-31 |
| 95 | OSAIC HOLDINGS, INC. | 130,584 | $3.5M | 0.14% | 2025-12-31 |
| 96 | LRI Investments, LLC | 129,964 | $3.4M | 0.14% | 2025-12-31 |
| 97 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 128,408 | $3.4M | 0.14% | 2025-12-31 |
| 98 | VESTIA PERSONAL WEALTH ADVISORS | 123,403 | $3.3M | 0.13% | 2025-12-31 |
| 99 | GREAT LAKES ADVISORS, LLC | 125,589 | $3.3M | 0.13% | 2025-12-31 |
| 100 | Krilogy Financial LLC | 117,217 | $3.2M | 0.12% | 2025-12-31 |
| 101 | MERCER GLOBAL ADVISORS INC /ADV | 113,221 | $3.0M | 0.12% | 2025-12-31 |
| 102 | Parkwoods Wealth Partners, LLC | 112,924 | $3.0M | 0.12% | 2025-12-31 |
| 103 | Burton Enright Welch | 111,389 | $2.9M | 0.12% | 2025-12-31 |
| 104 | Mattern Wealth Management LLC | 108,921 | $2.9M | 0.11% | 2025-12-31 |
| 105 | Chicago Partners Investment Group LLC | 102,158 | $2.8M | 0.11% | 2025-12-31 |
| 106 | Porter White Investment Advisors, Inc. | 102,927 | $2.7M | 0.11% | 2025-12-31 |
| 107 | Stratos Investment Management, LLC | 102,384 | $2.7M | 0.11% | 2025-12-31 |
| 108 | Wealth Advisors Northwest LLC | 101,466 | $2.7M | 0.11% | 2025-12-31 |
| 109 | Veratis Advisors, Inc. | 93,451 | $2.7M | 0.10% | 2025-12-31 |
| 110 | Longview Financial Advisors LLC | 101,321 | $2.7M | 0.11% | 2025-12-31 |
| 111 | Physician Wealth Solutions Inc. | 101,296 | $2.7M | 0.11% | 2025-12-31 |
| 112 | NORTHWEST WEALTH MANAGEMENT, LLC | 98,660 | $2.6M | 0.10% | 2025-12-31 |
| 113 | CLARIS ADVISORS, LLC / MO / | 97,888 | $2.6M | 0.10% | 2025-12-31 |
| 114 | Yardley Wealth Management LLC | 96,962 | $2.6M | 0.10% | 2025-12-31 |
| 115 | Sterling Wealth Management, Inc. | 94,976 | $2.5M | 0.10% | 2025-12-31 |
| 116 | Vistica Wealth Advisors, LLC | 94,939 | $2.5M | 0.10% | 2025-12-31 |
| 117 | Aegis Wealth Management LLC | 92,854 | $2.5M | 0.10% | 2025-12-31 |
| 118 | MML INVESTORS SERVICES, LLC | 92,751 | $2.5M | 0.10% | 2025-12-31 |
| 119 | NewEdge Advisors, LLC | 89,278 | $2.4M | 0.09% | 2025-12-31 |
| 120 | KEB ASSET MANAGEMENT, LLC | 89,066 | $2.4M | 0.09% | 2025-12-31 |
| 121 | Hill Investment Group Partners, LLC | 87,515 | $2.3M | 0.09% | 2025-12-31 |
| 122 | SAGE RHINO CAPITAL LLC | 84,556 | $2.2M | 0.09% | 2025-12-31 |
| 123 | D.A. DAVIDSON & CO. | 84,207 | $2.2M | 0.09% | 2025-12-31 |
| 124 | Avant Financial Advisors LLC | 83,853 | $2.2M | 0.09% | 2025-12-31 |
| 125 | Orion Porfolio Solutions, LLC | 83,155 | $2.2M | 0.09% | 2025-12-31 |
| 126 | Sensenig Capital Advisors, Inc | 82,669 | $2.2M | 0.09% | 2025-12-31 |
| 127 | Sterling Wealth Advisors Inc | 79,018 | $2.1M | 0.08% | 2025-12-31 |
| 128 | Wealthcare Advisory Partners LLC | 78,994 | $2.1M | 0.08% | 2025-12-31 |
| 129 | Foundations Investment Advisors, LLC | 75,050 | $2.0M | 0.08% | 2025-12-31 |
| 130 | POINCIANA ADVISORS GROUP, LLC | 74,445 | $2.0M | 0.08% | 2025-12-31 |
| 131 | Foundry Financial LLC | 74,089 | $2.0M | 0.08% | 2025-12-31 |
| 132 | Focus Partners Advisor Solutions, LLC | 68,386 | $1.8M | 0.07% | 2025-12-31 |
| 133 | Creative Planning | 67,355 | $1.8M | 0.07% | 2025-12-31 |
| 134 | MORRIS FINANCIAL CONCEPTS, INC. | 67,111 | $1.8M | 0.07% | 2025-12-31 |
| 135 | Wheels Up Wealth, Inc. | 66,476 | $1.8M | 0.07% | 2025-12-31 |
| 136 | RAYMOND JAMES FINANCIAL INC | 65,510 | $1.7M | 0.07% | 2025-12-31 |
| 137 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 65,349 | $1.7M | 0.07% | 2025-12-31 |
| 138 | SC&H Financial Advisors, Inc. | 65,321 | $1.7M | 0.07% | 2025-12-31 |
| 139 | SageOak Financial, LLC | 64,925 | $1.7M | 0.07% | 2025-12-31 |
| 140 | Three Arch Wealth Management LLC | 62,793 | $1.7M | 0.06% | 2025-12-31 |
| 141 | Meritas Wealth Management, LLC | 62,327 | $1.6M | 0.06% | 2025-12-31 |
| 142 | KFG WEALTH MANAGEMENT, LLC | 59,914 | $1.6M | 0.06% | 2025-12-31 |
| 143 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 58,409 | $1.5M | 0.06% | 2025-12-31 |
| 144 | Tactive Advisors, LLC | 57,426 | $1.5M | 0.06% | 2025-12-31 |
| 145 | W.H. Cornerstone Investments Inc. | 56,060 | $1.5M | 0.06% | 2025-12-31 |
| 146 | BAKER TILLY WEALTH MANAGEMENT, LLC | 54,359 | $1.4M | 0.05% | 2025-12-31 |
| 147 | Vantage Point Financial LLC | 53,429 | $1.4M | 0.05% | 2025-12-31 |
| 148 | Abel Hall, LLC | 52,818 | $1.4M | 0.05% | 2025-12-31 |
| 149 | BWM Planning, LLC | 52,679 | $1.4M | 0.05% | 2025-12-31 |
| 150 | Ridgeline Wealth, LLC | 52,353 | $1.4M | 0.05% | 2025-12-31 |
| 151 | McNamara Financial Services, Inc. | 52,185 | $1.4M | 0.05% | 2025-12-31 |
| 152 | Timonier Family Office, LTD. | 51,428 | $1.4M | 0.05% | 2025-12-31 |
| 153 | Cyndeo Wealth Partners, LLC | 51,398 | $1.4M | 0.05% | 2025-12-31 |
| 154 | marrick wealth, LLC | 50,896 | $1.3M | 0.05% | 2025-12-31 |
| 155 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 49,593 | $1.3M | 0.05% | 2025-12-31 |
| 156 | CAPTRUST FINANCIAL ADVISORS | 49,447 | $1.3M | 0.05% | 2025-12-31 |
| 157 | MASTER'S WEALTH MANAGEMENT INC. | 47,704 | $1.3M | 0.05% | 2025-12-31 |
| 158 | Trust Co of the South | 47,633 | $1.3M | 0.05% | 2025-12-31 |
| 159 | Geneos Wealth Management Inc. | 46,643 | $1.2M | 0.05% | 2025-12-31 |
| 160 | Savvy Advisors, Inc. | 46,033 | $1.2M | 0.05% | 2025-12-31 |
| 161 | Kestra Advisory Services, LLC | 45,799 | $1.2M | 0.05% | 2025-12-31 |
| 162 | Cypress Point Wealth Management, LLC | 44,672 | $1.2M | 0.04% | 2025-12-31 |
| 163 | KEYVANTAGE WEALTH, LLC | 43,383 | $1.1M | 0.04% | 2025-12-31 |
| 164 | Visionary Horizons, LLC | 40,358 | $1.1M | 0.04% | 2025-09-30 |
| 165 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 41,689 | $1.1M | 0.04% | 2025-12-31 |
| 166 | Integrated Wealth Concepts LLC | 41,642 | $1.1M | 0.04% | 2025-12-31 |
| 167 | QUARRY HILL ADVISORS, LLC | 40,775 | $1.1M | 0.04% | 2025-12-31 |
| 168 | WorthPointe, LLC | 40,398 | $1.1M | 0.04% | 2025-12-31 |
| 169 | Proficio Capital Partners LLC | 39,840 | $1.1M | 0.04% | 2025-12-31 |
| 170 | STIFEL FINANCIAL CORP | 39,349 | $1.0M | 0.04% | 2025-12-31 |
| 171 | Modera Wealth Management, LLC | 38,061 | $1.0M | 0.04% | 2025-12-31 |
| 172 | Heritage Investment Group, Inc. | 36,460 | $963.3K | 0.03% | 2025-12-31 |
| 173 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 35,452 | $936.6K | 0.03% | 2025-12-31 |
| 174 | AQR CAPITAL MANAGEMENT LLC | 33,951 | $897.0K | 0.03% | 2025-12-31 |
| 175 | Bay Harbor Wealth Management, LLC | 33,938 | $896.6K | 0.03% | 2025-12-31 |
| 176 | Blue Trust, Inc. | 32,750 | $865.3K | 0.03% | 2025-12-31 |
| 177 | SUTTON PLACE INVESTORS LLC | 32,235 | $851.6K | 0.03% | 2025-12-31 |
| 178 | Equita Financial Network, Inc. | 31,457 | $831.1K | 0.03% | 2025-12-31 |
| 179 | Mariner, LLC | 30,833 | $814.6K | 0.03% | 2025-12-31 |
| 180 | Total Wealth Planning, LLC | 30,217 | $798.3K | 0.03% | 2025-12-31 |
| 181 | Vise Technologies, Inc. | 29,809 | $787.6K | 0.03% | 2025-12-31 |
| 182 | Root Financial Partners, LLC | 29,783 | $786.9K | 0.03% | 2025-12-31 |
| 183 | KM Capital Management Ltd. | 29,670 | $783.9K | 0.03% | 2025-12-31 |
| 184 | LJI Wealth Management, LLC | 29,214 | $771.8K | 0.03% | 2025-12-31 |
| 185 | Cogent Private Wealth, Inc. | 28,279 | $747.1K | 0.03% | 2025-12-31 |
| 186 | Core Wealth Management, Inc. | 28,026 | $740.4K | 0.03% | 2025-12-31 |
| 187 | Signal Advisors Wealth, LLC | 27,348 | $722.5K | 0.02% | 2025-12-31 |
| 188 | Abacus Wealth Partners, LLC | 27,305 | $721.4K | 0.02% | 2025-12-31 |
| 189 | MISSION WEALTH MANAGEMENT, LP | 27,111 | $716.3K | 0.02% | 2025-12-31 |
| 190 | D. E. Shaw & Co., Inc. | 26,968 | $712.5K | 0.02% | 2025-12-31 |
| 191 | Acorn Wealth Advisors, LLC | 26,360 | $696.4K | 0.02% | 2025-12-31 |
| 192 | FIRETHORN WEALTH PARTNERS, LLC | 25,564 | $675.4K | 0.02% | 2025-12-31 |
| 193 | Private Advisor Group, LLC | 25,247 | $667.0K | 0.02% | 2025-12-31 |
| 194 | Smartleaf Asset Management LLC | 24,276 | $646.0K | 0.02% | 2025-12-31 |
| 195 | HUTCHINSON CAPITAL MANAGEMENT/CA | 24,432 | $645.5K | 0.02% | 2025-12-31 |
| 196 | MB Generational Wealth, LLC | 24,338 | $643.0K | 0.02% | 2025-12-31 |
| 197 | Foundation Wealth Management, LLC\PA | 23,898 | $631.4K | 0.02% | 2025-12-31 |
| 198 | Shearwater Capital LLC | 23,538 | $621.9K | 0.02% | 2025-12-31 |
| 199 | TRUIST FINANCIAL CORP | 22,985 | $607.3K | 0.02% | 2025-12-31 |
| 200 | DIVERSIFY WEALTH MANAGEMENT, LLC | 22,040 | $590.9K | 0.02% | 2025-12-31 |
| 201 | COLLECTIVE FAMILY OFFICE LLC | 22,095 | $583.8K | 0.02% | 2025-12-31 |
| 202 | Seaside Wealth Management, Inc. | 21,569 | $569.8K | 0.02% | 2025-12-31 |
| 203 | Equitable Holdings, Inc. | 21,386 | $565.0K | 0.02% | 2025-12-31 |
| 204 | DELAP WEALTH ADVISORY, LLC | 21,016 | $555.2K | 0.02% | 2025-12-31 |
| 205 | Kane Co Wealth Management, Inc. | 20,872 | $551.4K | 0.02% | 2025-12-31 |
| 206 | Foster Group, Inc. | 20,420 | $539.5K | 0.02% | 2025-12-31 |
| 207 | HEFFERNAN ADVISORY, INC | 20,130 | $531.8K | 0.02% | 2025-12-31 |
| 208 | McGrath & Associates, Inc. | 19,490 | $514.9K | 0.02% | 2025-12-31 |
| 209 | TANDEMGROWTH FINANCIAL ADVISORS LLC | 19,468 | $514.3K | 0.02% | 2025-12-31 |
| 210 | Steward Partners Investment Advisory, LLC | 19,350 | $511.2K | 0.02% | 2025-12-31 |
| 211 | Oath Planning, LLC | 19,298 | $509.8K | 0.02% | 2025-12-31 |
| 212 | Austin Private Wealth, LLC | 19,009 | $502.2K | 0.02% | 2025-12-31 |
| 213 | Ares Financial Consulting, LLC | 18,740 | $495.1K | 0.02% | 2025-12-31 |
| 214 | Capstone Wealth Management, LLC | 18,674 | $493.4K | 0.02% | 2025-12-31 |
| 215 | First Pacific Financial | 18,669 | $493.2K | 0.02% | 2025-12-31 |
| 216 | Abacus Planning Group, Inc. | 18,190 | $480.6K | 0.01% | 2025-12-31 |
| 217 | VanderPol Investments L.L.C. | 17,763 | $469.3K | 0.01% | 2025-12-31 |
| 218 | GREAT VALLEY ADVISOR GROUP, INC. | 17,359 | $458.7K | 0.01% | 2025-12-31 |
| 219 | NWAM LLC | 16,908 | $455.5K | 0.01% | 2025-12-31 |
| 220 | Five Oceans Advisors | 17,171 | $453.6K | 0.01% | 2025-12-31 |
| 221 | Leading Edge Financial Planning LLC | 16,763 | $442.9K | 0.01% | 2025-12-31 |
| 222 | MORGAN STANLEY | 14,923 | $394.3K | 0.01% | 2025-12-31 |
| 223 | Live Oak Private Wealth LLC | 14,282 | $377.3K | 0.01% | 2025-12-31 |
| 224 | First Command Advisory Services, Inc. | 14,170 | $374.4K | 0.01% | 2025-12-31 |
| 225 | Cetera Investment Advisers | 14,159 | $374.1K | 0.01% | 2025-12-31 |
| 226 | CLIENT 1ST ADVISORY GROUP, LLC | 13,757 | $363.5K | 0.01% | 2025-12-31 |
| 227 | U.S. Capital Wealth Advisors, LLC | 13,511 | $357.0K | 0.01% | 2025-12-31 |
| 228 | Hutchens & Kramer Investment Management Group, LLC | 13,445 | $355.2K | 0.01% | 2025-12-31 |
| 229 | Essential Planning, LLC. | 13,439 | $355.1K | 0.01% | 2025-12-31 |
| 230 | DOPKINS WEALTH MANAGEMENT, LLC | 13,412 | $354.3K | 0.01% | 2025-12-31 |
| 231 | Two West Capital Advisors LLC | 13,196 | $348.6K | 0.01% | 2025-12-31 |
| 232 | SouthState Corp | 12,977 | $342.9K | 0.01% | 2025-12-31 |
| 233 | IFP Advisors, Inc | 12,523 | $342.1K | 0.01% | 2025-12-31 |
| 234 | ASSETMARK, INC | 12,896 | $340.7K | 0.01% | 2025-12-31 |
| 235 | Approach Retirement Advisors, LLC | 12,527 | $331.0K | 0.01% | 2025-12-31 |
| 236 | Summit Financial, LLC | 12,040 | $318.1K | 0.01% | 2025-12-31 |
| 237 | Investmark Advisory Group LLC | 12,023 | $317.7K | 0.01% | 2025-12-31 |
| 238 | MidWestOne Financial Group, Inc. | 11,800 | $311.8K | 0.01% | 2025-12-31 |
| 239 | Donalies Financial Planning, LLC | 11,562 | $305.5K | 0.01% | 2025-12-31 |
| 240 | Grunden Financial Advisory, Inc. | 11,535 | $304.8K | 0.01% | 2025-12-31 |
| 241 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,164 | $295.0K | 0.01% | 2025-12-31 |
| 242 | Simplicity Wealth,LLC | 11,042 | $291.7K | 0.01% | 2025-12-31 |
| 243 | Triad Wealth Partners, LLC | 10,962 | $289.6K | 0.01% | 2025-12-31 |
| 244 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | 10,806 | $287.5K | 0.01% | 2025-12-31 |
| 245 | Invst, LLC | 10,862 | $287.0K | 0.01% | 2025-12-31 |
| 246 | CITIGROUP INC | 10,821 | $285.9K | 0.01% | 2025-12-31 |
| 247 | Squire Investment Management Company, LLC | 10,629 | $280.8K | 0.01% | 2025-12-31 |
| 248 | BROWN ADVISORY INC | 10,439 | $275.8K | 0.01% | 2025-12-31 |
| 249 | Vested Financial Planning, LLC | 9,349 | $247.0K | 0.01% | 2025-12-31 |
| 250 | Wedmont Private Capital | 9,197 | $243.6K | 0.01% | 2025-12-31 |
| 251 | Security Financial Services, INC. | 9,204 | $243.2K | 0.01% | 2025-12-31 |
| 252 | EARNED WEALTH ADVISORS, LLC | 8,880 | $234.6K | 0.00% | 2025-12-31 |
| 253 | GTS SECURITIES LLC | 8,488 | $224.3K | 0.00% | 2025-12-31 |
| 254 | IFG Advisors, LLC | 8,305 | $219.4K | 0.00% | 2025-12-31 |
| 255 | Glass Jacobson Investment Advisors llc | 8,201 | $216.7K | 0.00% | 2025-12-31 |
| 256 | PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 7,921 | $209.3K | 0.00% | 2025-12-31 |
| 257 | HMV Wealth Advisors, LLC | 7,875 | $208.1K | 0.00% | 2025-12-31 |
| 258 | Brand Asset Management Group, Inc. | 7,661 | $202.4K | 0.00% | 2025-12-31 |
| 259 | Wealth Enhancement Trust Services, Inc. | 6,002 | $158.6K | 0.00% | 2025-12-31 |
| 260 | Washington Trust Advisors, Inc. | 5,657 | $149.4K | 0.00% | 2025-12-31 |
| 261 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,053 | $107.1K | 0.00% | 2025-12-31 |
| 262 | WELLS FARGO & COMPANY/MN | 3,354 | $88.6K | 0.00% | 2025-12-31 |
| 263 | PRIVATE TRUST CO NA | 3,000 | $79.3K | 0.00% | 2025-12-31 |
| 264 | Keating Financial Advisory Services, Inc. | 2,771 | $73.2K | 0.00% | 2025-12-31 |
| 265 | MAI Capital Management | 2,616 | $69.1K | 0.00% | 2025-12-31 |
| 266 | NATIONAL BANK OF CANADA /FI/ | 2,467 | $65.2K | 0.00% | 2025-12-31 |
| 267 | Redwood Park Advisors LLC | 1,889 | $49.9K | 0.00% | 2025-12-31 |
| 268 | FIFTH THIRD BANCORP | 1,753 | $46.3K | 0.00% | 2025-12-31 |
| 269 | AE Wealth Management LLC | 1,652 | $43.6K | 0.00% | 2025-12-31 |
| 270 | SIGNATUREFD, LLC | 1,448 | $38.3K | 0.00% | 2025-12-31 |
| 271 | Millstone Evans Group, LLC | 1,385 | $36.6K | 0.00% | 2025-12-31 |
| 272 | FMR LLC | 1,216 | $32.1K | 0.00% | 2025-12-31 |
| 273 | CNB Bank | 1,200 | $31.7K | 0.00% | 2025-12-31 |
| 274 | Colonial Trust Co / SC | 952 | $25.2K | 0.00% | 2025-12-31 |
| 275 | HHM Wealth Advisors, LLC | 935 | $24.7K | 0.00% | 2025-12-31 |
| 276 | Blume Capital Management, Inc. | 905 | $23.9K | 0.00% | 2025-12-31 |
| 277 | Moisand Fitzgerald Tamayo, LLC | 834 | $22.0K | 0.00% | 2025-12-31 |
| 278 | Planning Project LLC | 783 | $20.7K | 0.00% | 2025-12-31 |
| 279 | Parkside Financial Bank & Trust | 779 | $20.6K | 0.00% | 2025-12-31 |
| 280 | HUNTINGTON NATIONAL BANK | 769 | $20.3K | 0.00% | 2025-12-31 |
| 281 | Larson Financial Group LLC | 755 | $19.9K | 0.00% | 2025-12-31 |
| 282 | Concord Wealth Partners | 588 | $15.5K | 0.00% | 2025-12-31 |
| 283 | CWM, LLC | 580,768 | $15.3K | 0.63% | 2025-12-31 |
| 284 | Royal Bank of Canada | 503 | $13.0K | 0.00% | 2025-12-31 |
| 285 | JONES FINANCIAL COMPANIES LLLP | 378 | $10.0K | 0.00% | 2025-12-31 |
| 286 | ELEVATE WEALTH ADVISORY, INC | 299 | $7.9K | 0.00% | 2025-12-31 |
| 287 | UBS Group AG | 282 | $7.5K | 0.00% | 2025-12-31 |
| 288 | Strive Financial Group ,LLC | 252 | $6.7K | 0.00% | 2025-12-31 |
| 289 | ELEVATION WEALTH PARTNERS, LLC | 209 | $5.5K | 0.00% | 2025-12-31 |
| 290 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 173 | $4.6K | 0.00% | 2025-12-31 |
| 291 | von Borstel & Associates, Inc. | 171,264 | $4.5K | 0.18% | 2025-12-31 |
| 292 | Colorado Capital Management, Inc. | 154,125 | $4.1K | 0.16% | 2025-12-31 |
| 293 | Betterment LLC | 140,863 | $3.7K | 0.15% | 2025-12-31 |
| 294 | COMERICA BANK | 133 | $3.5K | 0.00% | 2025-12-31 |
| 295 | REDMONT WEALTH ADVISORS LLC | 128 | $3.4K | 0.00% | 2025-12-31 |
| 296 | Quent Capital, LLC | 99 | $2.6K | 0.00% | 2025-12-31 |
| 297 | Aptus Capital Advisors, LLC | 96 | $2.5K | 0.00% | 2025-12-31 |
| 298 | Vermillion & White Wealth Management Group, LLC | 63 | $1.7K | 0.00% | 2025-12-31 |
| 299 | Mowery & Schoenfeld Wealth Management, LLC | 56 | $1.5K | 0.00% | 2025-12-31 |
| 300 | Operose Advisors LLC | 51 | $1.3K | 0.00% | 2025-12-31 |
| 301 | PARK AVENUE SECURITIES LLC | 49,314 | $1.3K | 0.05% | 2025-12-31 |
| 302 | BlackRock, Inc. | 43 | $1.1K | 0.00% | 2025-12-31 |
| 303 | Cambridge Investment Research Advisors, Inc. | 28,942 | $765 | 0.03% | 2025-12-31 |
| 304 | SOL Capital Management CO | 25,985 | $687 | 0.02% | 2025-12-31 |
| 305 | EXCHANGE TRADED CONCEPTS, LLC | 20 | $528 | 0.00% | 2025-12-31 |
| 306 | Thrivent Financial for Lutherans | 13,511 | $357 | 0.01% | 2025-12-31 |
| 307 | Key Capital Management, INC | 12 | $317 | 0.00% | 2025-12-31 |
| 308 | CoreCap Advisors, LLC | 0 | $1 | 0.00% | 2025-12-31 |
| 309 | HAZLETT, BURT & WATSON, INC. | 46 | $1 | 0.00% | 2025-12-31 |