CUSIP 25434V716
DIMENSIONAL ETF TRUST
255 institutions · $1.41B total · 32,807,652 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Retirement Solution LLC | 5,424,190 | $235.6M | 16.53% | 2025-12-31 |
| 2 | AWM CAPITAL, LLC | 3,044,502 | $132.2M | 9.27% | 2025-12-31 |
| 3 | Quantum Financial Advisors, LLC | 2,401,491 | $104.3M | 7.31% | 2025-12-31 |
| 4 | MASECO LLP | 1,953,681 | $84.8M | 5.95% | 2025-12-31 |
| 5 | Focus Partners Wealth | 1,884,940 | $81.9M | 5.74% | 2025-12-31 |
| 6 | Citrine Capital LLC | 1,289,790 | $56.0M | 3.93% | 2025-12-31 |
| 7 | Abacus Wealth Partners, LLC | 1,243,200 | $54.0M | 3.78% | 2025-12-31 |
| 8 | Pathstone Holdings, LLC | 1,027,902 | $44.6M | 3.13% | 2025-12-31 |
| 9 | LongView Asset Management LLC | 708,054 | $30.8M | 2.15% | 2025-12-31 |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 483,033 | $21.4M | 1.47% | 2025-12-31 |
| 11 | Forum Financial Management, LP | 439,653 | $19.1M | 1.34% | 2025-12-31 |
| 12 | Five Oceans Advisors | 438,771 | $19.1M | 1.33% | 2025-12-31 |
| 13 | Pure Financial Advisors, LLC | 404,280 | $17.6M | 1.23% | 2025-12-31 |
| 14 | Focus Partners Advisor Solutions, LLC | 398,715 | $17.3M | 1.21% | 2025-12-31 |
| 15 | Gibson Capital, LLC | 375,765 | $16.3M | 1.14% | 2025-12-31 |
| 16 | Heritage Financial Services, LLC | 364,066 | $15.8M | 1.10% | 2025-12-31 |
| 17 | Willow Creek Wealth Management Inc. | 326,933 | $13.9M | 0.99% | 2025-09-30 |
| 18 | Simplicity Wealth,LLC | 318,459 | $13.8M | 0.97% | 2025-12-31 |
| 19 | Apella Capital, LLC | 294,691 | $12.8M | 0.89% | 2025-12-31 |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | 289,761 | $12.6M | 0.88% | 2025-12-31 |
| 21 | Beacon Pointe Advisors, LLC | 288,113 | $12.5M | 0.87% | 2025-12-31 |
| 22 | Triune Financial Partners, LLC | 272,715 | $12.0M | 0.83% | 2025-12-31 |
| 23 | Wealth Architects, LLC | 269,411 | $11.7M | 0.82% | 2025-12-31 |
| 24 | New Capital Management LP | 266,317 | $11.6M | 0.81% | 2025-12-31 |
| 25 | TCI Wealth Advisors, Inc. | 256,753 | $11.2M | 0.78% | 2025-12-31 |
| 26 | QUARRY HILL ADVISORS, LLC | 226,086 | $9.8M | 0.68% | 2025-12-31 |
| 27 | OneDigital Investment Advisors LLC | 215,827 | $9.4M | 0.65% | 2025-12-31 |
| 28 | SJS Investment Consulting Inc. | 210,779 | $9.2M | 0.64% | 2025-12-31 |
| 29 | NWAM LLC | 214,971 | $9.1M | 0.65% | 2025-12-31 |
| 30 | BRIGHTON JONES LLC | 200,901 | $8.7M | 0.61% | 2025-12-31 |
| 31 | Cardinal Point Capital Management ULC | 190,293 | $8.3M | 0.58% | 2025-12-31 |
| 32 | Momentous Wealth Management, Inc. | 184,296 | $8.0M | 0.56% | 2025-12-31 |
| 33 | Planning Center, Inc. | 182,662 | $7.9M | 0.55% | 2025-12-31 |
| 34 | Corient Private Wealth LLC | 156,340 | $6.8M | 0.47% | 2025-12-31 |
| 35 | Sequoia Financial Advisors, LLC | 151,333 | $6.6M | 0.46% | 2025-12-31 |
| 36 | LPL Financial LLC | 146,699 | $6.4M | 0.44% | 2025-12-31 |
| 37 | ELEVATION WEALTH PARTNERS, LLC | 143,765 | $6.2M | 0.43% | 2025-12-31 |
| 38 | Miracle Mile Advisors, LLC | 142,845 | $6.2M | 0.43% | 2025-12-31 |
| 39 | Donalies Financial Planning, LLC | 135,160 | $5.9M | 0.41% | 2025-12-31 |
| 40 | Allodium Investment Consultants, LLC | 132,033 | $5.7M | 0.40% | 2025-12-31 |
| 41 | Northland Capital Management LLC | 131,241 | $5.7M | 0.40% | 2025-12-31 |
| 42 | Rockbridge Investment Management, LCC | 127,976 | $5.6M | 0.39% | 2025-12-31 |
| 43 | Wealth Management Strategies, Inc. | 123,852 | $5.4M | 0.37% | 2025-12-31 |
| 44 | RAM Investment Partners, LLC | 121,104 | $5.3M | 0.36% | 2025-12-31 |
| 45 | Aspen Capital Management, LLC | 118,871 | $5.2M | 0.36% | 2025-12-31 |
| 46 | Foster Group, Inc. | 117,068 | $5.1M | 0.35% | 2025-12-31 |
| 47 | Equita Financial Network, Inc. | 99,684 | $4.3M | 0.30% | 2025-12-31 |
| 48 | MB Generational Wealth, LLC | 99,164 | $4.3M | 0.30% | 2025-12-31 |
| 49 | COMMONWEALTH EQUITY SERVICES, LLC | 96,650 | $4.2M | 0.29% | 2025-12-31 |
| 50 | Addison Advisors LLC | 95,282 | $4.1M | 0.29% | 2025-12-31 |
| 51 | Truepoint, Inc. | 91,891 | $4.0M | 0.28% | 2025-12-31 |
| 52 | Syverson Strege & Co | 91,882 | $3.9M | 0.28% | 2025-12-31 |
| 53 | Asset Dedication, LLC | 84,799 | $3.7M | 0.25% | 2025-12-31 |
| 54 | Wheels Up Wealth, Inc. | 84,031 | $3.6M | 0.25% | 2025-12-31 |
| 55 | Chicago Partners Investment Group LLC | 81,623 | $3.6M | 0.24% | 2025-12-31 |
| 56 | Savant Capital, LLC | 72,314 | $3.1M | 0.22% | 2025-12-31 |
| 57 | RAYMOND JAMES FINANCIAL INC | 69,925 | $3.0M | 0.21% | 2025-12-31 |
| 58 | Level Financial Advisors | 69,265 | $3.0M | 0.21% | 2025-12-31 |
| 59 | Sensenig Capital Advisors, Inc | 68,142 | $3.0M | 0.20% | 2025-12-31 |
| 60 | Premier Financial Group | 65,844 | $2.9M | 0.20% | 2025-12-31 |
| 61 | Perigon Wealth Management, LLC | 65,721 | $2.9M | 0.20% | 2025-12-31 |
| 62 | Longview Financial Advisors LLC | 62,416 | $2.7M | 0.19% | 2025-12-31 |
| 63 | Foundation Wealth Management, LLC\PA | 59,745 | $2.6M | 0.18% | 2025-12-31 |
| 64 | Burton Enright Welch | 59,720 | $2.6M | 0.18% | 2025-12-31 |
| 65 | Babb Wealth Advisors LLC | 58,916 | $2.6M | 0.17% | 2025-12-31 |
| 66 | My Personal CFO, LLC | 59,358 | $2.5M | 0.18% | 2025-09-30 |
| 67 | Vise Technologies, Inc. | 56,589 | $2.5M | 0.17% | 2025-12-31 |
| 68 | Root Financial Partners, LLC | 56,247 | $2.4M | 0.17% | 2025-12-31 |
| 69 | BetterWealth, LLC | 55,833 | $2.4M | 0.17% | 2025-12-31 |
| 70 | Henrickson Nauta Wealth Advisors, Inc. | 53,866 | $2.4M | 0.16% | 2025-12-31 |
| 71 | ProCore Advisors, LLC | 54,657 | $2.4M | 0.16% | 2025-12-31 |
| 72 | Flagstone Financial Management | 51,893 | $2.3M | 0.15% | 2025-12-31 |
| 73 | United Wealth Management, LLC | 51,674 | $2.2M | 0.15% | 2025-12-31 |
| 74 | Trellis Wealth Advisors LLC | 51,011 | $2.2M | 0.15% | 2025-12-31 |
| 75 | DiNuzzo Private Wealth, Inc. | 50,535 | $2.2M | 0.15% | 2025-12-31 |
| 76 | COMPASS CAPITAL CORP /MA/ /ADV | 49,046 | $2.2M | 0.14% | 2025-12-31 |
| 77 | Petersen Hastings Wealth Advisors Inc. | 49,639 | $2.2M | 0.15% | 2025-12-31 |
| 78 | D.A. DAVIDSON & CO. | 49,074 | $2.1M | 0.14% | 2025-12-31 |
| 79 | VISTA CAPITAL PARTNERS, INC. | 48,157 | $2.1M | 0.14% | 2025-12-31 |
| 80 | XY Planning Network, Inc. | 46,884 | $2.0M | 0.14% | 2025-12-31 |
| 81 | NewEdge Advisors, LLC | 46,020 | $2.0M | 0.14% | 2025-12-31 |
| 82 | MML INVESTORS SERVICES, LLC | 44,578 | $1.9M | 0.13% | 2025-12-31 |
| 83 | Private Advisor Group, LLC | 43,599 | $1.9M | 0.13% | 2025-12-31 |
| 84 | Sellwood Investment Partners LLC | 40,723 | $1.8M | 0.12% | 2025-12-31 |
| 85 | North Ridge Wealth Advisors, Inc. | 40,566 | $1.8M | 0.12% | 2025-12-31 |
| 86 | Morling Financial Advisors, LLC | 40,186 | $1.7M | 0.12% | 2025-12-31 |
| 87 | Wolfstich Capital, LLC | 39,011 | $1.7M | 0.11% | 2025-12-31 |
| 88 | Modera Wealth Management, LLC | 38,401 | $1.7M | 0.11% | 2025-12-31 |
| 89 | RW Investment Management LLC | 39,159 | $1.7M | 0.11% | 2025-09-30 |
| 90 | BROWN ADVISORY INC | 38,039 | $1.7M | 0.11% | 2025-12-31 |
| 91 | Wealth Advisors Northwest LLC | 37,674 | $1.6M | 0.11% | 2025-12-31 |
| 92 | Caprock Group, LLC | 36,795 | $1.6M | 0.11% | 2025-12-31 |
| 93 | STIFEL FINANCIAL CORP | 36,677 | $1.6M | 0.11% | 2025-12-31 |
| 94 | Farther Finance Advisors, LLC | 36,015 | $1.6M | 0.10% | 2025-12-31 |
| 95 | CAHILL FINANCIAL ADVISORS INC | 34,417 | $1.5M | 0.10% | 2025-12-31 |
| 96 | EnRich Financial Partners LLC | 33,197 | $1.4M | 0.10% | 2025-12-31 |
| 97 | Mason & Associates Inc | 32,398 | $1.4M | 0.09% | 2025-12-31 |
| 98 | WPWealth LLP | 30,641 | $1.3M | 0.09% | 2025-12-31 |
| 99 | Physician Wealth Advisors, Inc. | 30,618 | $1.3M | 0.09% | 2025-12-31 |
| 100 | Greenspring Advisors, LLC | 30,441 | $1.3M | 0.09% | 2025-12-31 |
| 101 | HILL ISLAND FINANCIAL LLC | 29,926 | $1.3M | 0.09% | 2025-12-31 |
| 102 | Balanced Rock Investment Advisors LLC | 29,447 | $1.3M | 0.08% | 2025-12-31 |
| 103 | Bridgewater Advisors Inc. | 28,968 | $1.3M | 0.08% | 2025-12-31 |
| 104 | Monument Group Wealth Advisors, LLC | 29,187 | $1.3M | 0.08% | 2025-12-31 |
| 105 | FIDUCIARY FINANCIAL GROUP, LLC | 28,935 | $1.3M | 0.08% | 2025-12-31 |
| 106 | Shira Ridge Wealth Management | 27,868 | $1.2M | 0.08% | 2025-12-31 |
| 107 | Cambridge Financial Group, LLC | 31,098 | $1.2M | 0.09% | 2025-12-31 |
| 108 | AdvisorNet Financial, Inc | 26,876 | $1.2M | 0.08% | 2025-12-31 |
| 109 | Mills Wealth Advisors LLC | 26,412 | $1.1M | 0.08% | 2025-12-31 |
| 110 | Rehmann Capital Advisory Group | 26,820 | $1.1M | 0.08% | 2025-09-30 |
| 111 | Altiora Financial Group, LLC | 26,000 | $1.1M | 0.07% | 2025-12-31 |
| 112 | Vermillion Wealth Management, Inc. | 24,172 | $1.0M | 0.07% | 2025-12-31 |
| 113 | Joel Adams & Associates, Inc. | 23,844 | $1.0M | 0.07% | 2025-12-31 |
| 114 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 23,297 | $1.0M | 0.07% | 2025-12-31 |
| 115 | Quantinno Capital Management LP | 22,884 | $993.9K | 0.06% | 2025-12-31 |
| 116 | Meritas Wealth Management, LLC | 22,324 | $969.5K | 0.06% | 2025-12-31 |
| 117 | Tanager Wealth Management LLP | 22,309 | $968.9K | 0.06% | 2025-12-31 |
| 118 | Orion Capital Management LLC | 22,193 | $963.9K | 0.06% | 2025-12-31 |
| 119 | Stratos Investment Management, LLC | 21,987 | $954.9K | 0.06% | 2025-12-31 |
| 120 | Old Peak Finance LLC | 21,470 | $932.4K | 0.06% | 2025-12-31 |
| 121 | MISSION WEALTH MANAGEMENT, LP | 21,372 | $928.2K | 0.06% | 2025-12-31 |
| 122 | JPMORGAN CHASE & CO | 20,463 | $888.7K | 0.06% | 2025-12-31 |
| 123 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,738 | $880.8K | 0.06% | 2025-09-30 |
| 124 | SB Capital Management Inc | 20,183 | $876.6K | 0.06% | 2025-12-31 |
| 125 | Investment Advisory Group, LLC | 20,053 | $870.9K | 0.06% | 2025-12-31 |
| 126 | Financial Plan, Inc. | 19,317 | $838.9K | 0.05% | 2025-12-31 |
| 127 | BANK OF AMERICA CORP /DE/ | 19,061 | $827.8K | 0.05% | 2025-12-31 |
| 128 | HICKS CAPITAL MANAGEMENT LLC | 18,410 | $799.5K | 0.05% | 2025-12-31 |
| 129 | Cordant, Inc. | 18,134 | $787.6K | 0.05% | 2025-12-31 |
| 130 | Ledgewood Wealth Advisors, LLC | 18,130 | $787.4K | 0.05% | 2025-12-31 |
| 131 | Opes Wealth Management LLC | 17,946 | $779.4K | 0.05% | 2025-12-31 |
| 132 | Signature Resources Capital Management, LLC | 17,885 | $776.7K | 0.05% | 2025-12-31 |
| 133 | Freedom Financial Partners LLC | 17,868 | $776.0K | 0.05% | 2025-12-31 |
| 134 | Wealthspire Advisors, LLC | 17,636 | $765.9K | 0.05% | 2025-12-31 |
| 135 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 17,151 | $744.9K | 0.05% | 2025-12-31 |
| 136 | Creative Capital Management Investments LLC | 16,857 | $732.1K | 0.05% | 2025-12-31 |
| 137 | Ruedi Wealth Management, Inc. | 15,828 | $687.4K | 0.04% | 2025-12-31 |
| 138 | Envision Financial Planning, LLC | 15,818 | $687.0K | 0.04% | 2025-12-31 |
| 139 | Pine Harbor Wealth Management, LLC | 15,797 | $686.1K | 0.04% | 2025-12-31 |
| 140 | Montis Financial, LLC | 15,786 | $685.6K | 0.04% | 2025-12-31 |
| 141 | Tortoise Investment Management, LLC | 15,720 | $682.7K | 0.04% | 2025-12-31 |
| 142 | PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 15,594 | $677.2K | 0.04% | 2025-12-31 |
| 143 | OSAIC HOLDINGS, INC. | 14,621 | $635.0K | 0.04% | 2025-12-31 |
| 144 | HUTCHINSON CAPITAL MANAGEMENT/CA | 14,570 | $632.8K | 0.04% | 2025-12-31 |
| 145 | Geometric Wealth Advisors | 14,235 | $618.2K | 0.04% | 2025-12-31 |
| 146 | McGrath & Associates, Inc. | 13,653 | $592.9K | 0.04% | 2025-12-31 |
| 147 | NewEdge Wealth, LLC | 13,171 | $572.0K | 0.04% | 2025-12-31 |
| 148 | DEFINE FINANCIAL, LLC | 12,803 | $556.0K | 0.03% | 2025-12-31 |
| 149 | Mariner, LLC | 12,753 | $553.9K | 0.03% | 2025-12-31 |
| 150 | Glassman Wealth Services | 12,741 | $553.4K | 0.03% | 2025-12-31 |
| 151 | Heck Capital Advisors, LLC | 12,148 | $527.6K | 0.03% | 2025-12-31 |
| 152 | Clarius Group, LLC | 11,720 | $509.0K | 0.03% | 2025-12-31 |
| 153 | MORRIS FINANCIAL CONCEPTS, INC. | 11,635 | $505.3K | 0.03% | 2025-12-31 |
| 154 | Forvis Mazars Wealth Advisors, LLC | 11,481 | $498.6K | 0.03% | 2025-12-31 |
| 155 | HighTower Advisors, LLC | 11,345 | $492.7K | 0.03% | 2025-12-31 |
| 156 | Kestra Advisory Services, LLC | 10,973 | $476.6K | 0.03% | 2025-12-31 |
| 157 | JANE STREET GROUP, LLC | 10,808 | $469.4K | 0.03% | 2025-12-31 |
| 158 | Passive Capital Management, LLC. | 10,800 | $469.0K | 0.03% | 2025-12-31 |
| 159 | True Wealth Design, LLC | 10,630 | $461.7K | 0.03% | 2025-12-31 |
| 160 | Rockwood Wealth Management, LLC | 10,405 | $451.9K | 0.03% | 2025-12-31 |
| 161 | Ballast Rock Private Wealth LLC | 10,241 | $444.8K | 0.03% | 2025-12-31 |
| 162 | HTG Investment Advisors, Inc. | 9,812 | $426.1K | 0.02% | 2025-12-31 |
| 163 | Shore Point Advisors, LLC | 9,765 | $424.1K | 0.02% | 2025-12-31 |
| 164 | Wealthcare Advisory Partners LLC | 9,285 | $403.2K | 0.02% | 2025-12-31 |
| 165 | Austin Wealth Management, LLC | 9,094 | $402.2K | 0.02% | 2025-12-31 |
| 166 | FAMILY WEALTH PARTNERS, LLC | 9,234 | $401.0K | 0.02% | 2025-12-31 |
| 167 | Trailhead Planners LLC | 9,194 | $399.3K | 0.02% | 2025-12-31 |
| 168 | Avise Financial Cooperative, Inc. | 9,140 | $397.0K | 0.02% | 2025-12-31 |
| 169 | Towneley Capital Management, Inc / DE | 8,919 | $387.3K | 0.02% | 2025-12-31 |
| 170 | Golden State Equity Partners | 8,775 | $381.1K | 0.02% | 2025-12-31 |
| 171 | Freedom Investment Management, Inc. | 8,536 | $370.7K | 0.02% | 2025-12-31 |
| 172 | Keystone Financial Group, Inc. | 8,432 | $366.2K | 0.02% | 2025-12-31 |
| 173 | ENVESTNET ASSET MANAGEMENT INC | 8,155 | $354.2K | 0.02% | 2025-12-31 |
| 174 | Vickerman Investment Advisors, Inc. | 8,074 | $350.7K | 0.02% | 2025-12-31 |
| 175 | Prime Capital Investment Advisors, LLC | 8,049 | $349.6K | 0.02% | 2025-12-31 |
| 176 | Three Arch Wealth Management LLC | 8,025 | $348.5K | 0.02% | 2025-12-31 |
| 177 | Foundry Financial LLC | 7,761 | $337.1K | 0.02% | 2025-12-31 |
| 178 | Morton Capital Management LLC/CA | 7,720 | $335.3K | 0.02% | 2025-12-31 |
| 179 | Astra Wealth Partners LLC | 7,715 | $335.1K | 0.02% | 2025-12-31 |
| 180 | Legacy Private Trust Co. | 7,547 | $327.8K | 0.02% | 2025-12-31 |
| 181 | marrick wealth, LLC | 7,378 | $320.4K | 0.02% | 2025-12-31 |
| 182 | McGlone Suttner Wealth Management, Inc. | 7,313 | $317.6K | 0.02% | 2025-12-31 |
| 183 | Laurel Wealth Planning LLC | 7,247 | $314.7K | 0.02% | 2025-12-31 |
| 184 | Glass Jacobson Investment Advisors llc | 7,234 | $314.2K | 0.02% | 2025-12-31 |
| 185 | Boyce & Associates Wealth Consulting, Inc. | 7,230 | $314.0K | 0.02% | 2025-12-31 |
| 186 | EXENCIAL WEALTH ADVISORS, LLC | 7,221 | $313.6K | 0.02% | 2025-12-31 |
| 187 | Quadcap Wealth Management, LLC | 7,148 | $310.4K | 0.02% | 2025-12-31 |
| 188 | GRAND WEALTH MANAGEMENT, LLC | 7,146 | $310.3K | 0.02% | 2025-12-31 |
| 189 | SNS Financial Group, LLC | 7,133 | $309.8K | 0.02% | 2025-12-31 |
| 190 | Parkwoods Wealth Partners, LLC | 7,027 | $305.2K | 0.02% | 2025-12-31 |
| 191 | MBE Wealth Management, LLC | 7,022 | $305.0K | 0.02% | 2025-12-31 |
| 192 | Austin Asset Management Co Inc | 6,785 | $294.7K | 0.02% | 2025-12-31 |
| 193 | Avior Wealth Management, LLC | 6,753 | $293.3K | 0.02% | 2025-12-31 |
| 194 | Alpha Financial Advisors, LLC | 6,671 | $289.7K | 0.02% | 2025-12-31 |
| 195 | VERUS WEALTH MANAGEMENT, LLC | 6,600 | $286.6K | 0.02% | 2025-12-31 |
| 196 | ROBINSON SMITH WEALTH ADVISORS LLC | 6,292 | $273.3K | 0.01% | 2025-12-31 |
| 197 | SUTTON PLACE INVESTORS LLC | 6,248 | $271.4K | 0.01% | 2025-12-31 |
| 198 | Creative Planning | 5,936 | $257.8K | 0.01% | 2025-12-31 |
| 199 | ACORN CREEK CAPITAL LLC | 5,897 | $256.1K | 0.01% | 2025-12-31 |
| 200 | Gemmer Asset Management LLC | 5,894 | $256.0K | 0.01% | 2025-12-31 |
| 201 | Physician Wealth Solutions Inc. | 5,800 | $251.9K | 0.01% | 2025-12-31 |
| 202 | PW ADVISORS, LLC \ FL | 5,779 | $251.0K | 0.01% | 2025-12-31 |
| 203 | Strategic Investment Solutions, Inc. /IL | 5,840 | $248.0K | 0.01% | 2025-12-31 |
| 204 | Trademark Financial Management, LLC | 5,603 | $243.3K | 0.01% | 2025-12-31 |
| 205 | KILNER CAPITAL ADVISORS, LLC | 5,576 | $242.2K | 0.01% | 2025-12-31 |
| 206 | Integrity Wealth Solutions LLC | 5,508 | $239.2K | 0.01% | 2025-12-31 |
| 207 | Washington Trust Advisors, Inc. | 5,492 | $238.5K | 0.01% | 2025-12-31 |
| 208 | BWM Planning, LLC | 5,470 | $237.5K | 0.01% | 2025-12-31 |
| 209 | CURIO WEALTH, LLC | 5,380 | $237.0K | 0.01% | 2025-12-31 |
| 210 | PENOBSCOT WEALTH MANAGEMENT | 5,302 | $230.3K | 0.01% | 2025-12-31 |
| 211 | FMB WEALTH MANAGEMENT | 5,178 | $224.9K | 0.01% | 2025-12-31 |
| 212 | Sterling Wealth Management, Inc. | 5,152 | $223.8K | 0.01% | 2025-12-31 |
| 213 | Private Advisory Group LLC | 5,073 | $220.3K | 0.01% | 2025-12-31 |
| 214 | SageOak Financial, LLC | 4,853 | $210.8K | 0.01% | 2025-12-31 |
| 215 | Red Tortoise LLC | 4,765 | $207.0K | 0.01% | 2025-12-31 |
| 216 | Kane Co Wealth Management, Inc. | 4,725 | $205.2K | 0.01% | 2025-12-31 |
| 217 | JFS WEALTH ADVISORS, LLC | 4,713 | $204.7K | 0.01% | 2025-12-31 |
| 218 | BANK OF MONTREAL /CAN/ | 4,252 | $184.7K | 0.01% | 2025-12-31 |
| 219 | Clearstead Advisors, LLC | 4,193 | $182.1K | 0.01% | 2025-12-31 |
| 220 | LRI Investments, LLC | 3,514 | $152.6K | 0.01% | 2025-12-31 |
| 221 | BELLEVUE ASSET MANAGEMENT, LLC | 3,307 | $143.6K | 0.01% | 2025-12-31 |
| 222 | Wealth Preservation Advisors, LLC | 3,245 | $140.9K | 0.00% | 2025-12-31 |
| 223 | Timmons Wealth Management, LLC | 3,002 | $130.4K | 0.00% | 2025-12-31 |
| 224 | IFP Advisors, Inc | 2,946 | $127.9K | 0.00% | 2025-12-31 |
| 225 | Allworth Financial LP | 2,919 | $126.8K | 0.00% | 2025-12-31 |
| 226 | Royal Bank of Canada | 2,047 | $89.0K | 0.00% | 2025-12-31 |
| 227 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 1,948 | $84.6K | 0.00% | 2025-12-31 |
| 228 | MORGAN STANLEY | 1,915 | $83.2K | 0.00% | 2025-12-31 |
| 229 | Global Retirement Partners, LLC | 1,868 | $81.1K | 0.00% | 2025-12-31 |
| 230 | CARDIFF PARK ADVISORS, LLC | 1,624 | $70.5K | 0.00% | 2025-12-31 |
| 231 | PINNEY & SCOFIELD, INC. | 1,590 | $69.0K | 0.00% | 2025-12-31 |
| 232 | C M BIDWELL & ASSOCIATES LTD | 1,500 | $65.1K | 0.00% | 2025-12-31 |
| 233 | Rialto Wealth Management, LLC | 1,082 | $47.0K | 0.00% | 2025-12-31 |
| 234 | Larson Financial Group LLC | 1,003 | $43.5K | 0.00% | 2025-12-31 |
| 235 | Qube Research & Technologies Ltd | 916 | $39.8K | 0.00% | 2025-12-31 |
| 236 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 388 | $16.9K | 0.00% | 2025-12-31 |
| 237 | UBS Group AG | 357 | $15.5K | 0.00% | 2025-12-31 |
| 238 | Anfield Capital Management, LLC | 350 | $15.2K | 0.00% | 2025-12-31 |
| 239 | ELEVATE WEALTH ADVISORY, INC | 337 | $14.6K | 0.00% | 2025-12-31 |
| 240 | Smartleaf Asset Management LLC | 300 | $13.1K | 0.00% | 2025-12-31 |
| 241 | AlphaCore Capital LLC | 298 | $12.9K | 0.00% | 2025-12-31 |
| 242 | Betterment LLC | 253,119 | $11.0K | 0.77% | 2025-12-31 |
| 243 | Dunhill Financial, LLC | 215 | $9.3K | 0.00% | 2025-12-31 |
| 244 | Rockefeller Capital Management L.P. | 185 | $8.0K | 0.00% | 2025-12-31 |
| 245 | MAI Capital Management | 138 | $6.0K | 0.00% | 2025-12-31 |
| 246 | SYM FINANCIAL Corp | 120 | $5.2K | 0.00% | 2025-12-31 |
| 247 | Financial Connections Group, Inc. | 45,158 | $2.0K | 0.13% | 2025-12-31 |
| 248 | von Borstel & Associates, Inc. | 24,373 | $1.1K | 0.07% | 2025-12-31 |
| 249 | Silver Oak Advisory Group, Inc. | 13,764 | $597 | 0.04% | 2025-12-31 |
| 250 | Warburton Capital Management, LLC | 11,065 | $480 | 0.03% | 2025-12-31 |
| 251 | Cambridge Investment Research Advisors, Inc. | 10,853 | $471 | 0.03% | 2025-12-31 |
| 252 | Colorado Capital Management, Inc. | 9,109 | $396 | 0.02% | 2025-12-31 |
| 253 | Quent Capital, LLC | 8 | $347 | 0.00% | 2025-12-31 |
| 254 | Coston, McIsaac & Partners | 7,951 | $345 | 0.02% | 2025-12-31 |
| 255 | One Degree Advisors Inc | 4,660 | $202 | 0.01% | 2025-12-31 |