CUSIP 25434V724
DIMENSIONAL ETF TRUST
453 institutions · $10.02B total · 215,059,512 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 39,863,226 | $1.86B | 18.53% | 2025-12-31 |
| 2 | Savant Capital, LLC | 15,777,842 | $735.1M | 7.33% | 2025-12-31 |
| 3 | Focus Partners Wealth | 14,767,787 | $688.0M | 6.86% | 2025-12-31 |
| 4 | Corient Private Wealth LLC | 9,522,857 | $443.7M | 4.42% | 2025-12-31 |
| 5 | Index Fund Advisors, Inc. | 5,733,670 | $267.1M | 2.66% | 2025-12-31 |
| 6 | Plancorp, LLC | 5,720,442 | $266.5M | 2.65% | 2025-12-31 |
| 7 | Creative Planning | 5,024,288 | $234.1M | 2.33% | 2025-12-31 |
| 8 | NORTHERN TRUST CORP | 4,913,636 | $228.9M | 2.28% | 2025-12-31 |
| 9 | Focus Partners Advisor Solutions, LLC | 4,636,422 | $216.0M | 2.15% | 2025-12-31 |
| 10 | HighTower Advisors, LLC | 4,531,643 | $211.1M | 2.10% | 2025-12-31 |
| 11 | TCI Wealth Advisors, Inc. | 3,319,491 | $154.7M | 1.54% | 2025-12-31 |
| 12 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,042,782 | $141.8M | 1.41% | 2025-12-31 |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,702,280 | $130.2M | 1.25% | 2025-12-31 |
| 14 | Cerity Partners LLC | 2,399,327 | $111.8M | 1.11% | 2025-12-31 |
| 15 | Modera Wealth Management, LLC | 2,194,706 | $102.3M | 1.02% | 2025-12-31 |
| 16 | MASECO LLP | 2,032,404 | $94.7M | 0.94% | 2025-12-31 |
| 17 | Truepoint, Inc. | 1,966,611 | $91.6M | 0.91% | 2025-12-31 |
| 18 | Trust Co of the South | 1,710,185 | $79.7M | 0.79% | 2025-12-31 |
| 19 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1,447,497 | $69.8M | 0.67% | 2025-12-31 |
| 20 | LPL Financial LLC | 1,355,344 | $63.1M | 0.63% | 2025-12-31 |
| 21 | Evanson Asset Management, LLC | 1,333,124 | $62.1M | 0.61% | 2025-12-31 |
| 22 | Beacon Pointe Advisors, LLC | 1,319,434 | $61.5M | 0.61% | 2025-12-31 |
| 23 | CHOREO, LLC | 1,301,006 | $61.1M | 0.60% | 2025-12-31 |
| 24 | Foster Group, Inc. | 1,281,493 | $59.7M | 0.59% | 2025-12-31 |
| 25 | Beaird Harris Wealth Management, LLC | 1,269,014 | $59.1M | 0.59% | 2025-12-31 |
| 26 | RAYMOND JAMES FINANCIAL INC | 1,234,245 | $57.5M | 0.57% | 2025-12-31 |
| 27 | Schoolcraft Capital LLC | 1,064,945 | $49.6M | 0.49% | 2025-12-31 |
| 28 | Forum Financial Management, LP | 1,014,543 | $47.3M | 0.47% | 2025-12-31 |
| 29 | Triune Financial Partners, LLC | 947,622 | $46.3M | 0.44% | 2025-12-31 |
| 30 | Porter White Investment Advisors, Inc. | 973,576 | $45.4M | 0.45% | 2025-12-31 |
| 31 | Team Hewins, LLC | 971,148 | $45.2M | 0.45% | 2025-12-31 |
| 32 | MONOGRAPH WEALTH ADVISORS, LLC | 968,443 | $45.1M | 0.45% | 2025-12-31 |
| 33 | Parkwoods Wealth Partners, LLC | 942,335 | $43.9M | 0.43% | 2025-12-31 |
| 34 | Pathstone Holdings, LLC | 919,474 | $42.8M | 0.42% | 2025-12-31 |
| 35 | TFC Financial Management, Inc. | 917,022 | $42.7M | 0.42% | 2025-12-31 |
| 36 | Heritage Investment Group, Inc. | 870,598 | $40.6M | 0.40% | 2025-12-31 |
| 37 | Guardian Wealth Management, LLC | 855,118 | $39.8M | 0.39% | 2025-12-31 |
| 38 | Smartleaf Asset Management LLC | 826,929 | $38.8M | 0.38% | 2025-12-31 |
| 39 | KEB ASSET MANAGEMENT, LLC | 828,285 | $38.6M | 0.38% | 2025-12-31 |
| 40 | SAX WEALTH ADVISORS, LLC | 813,382 | $37.9M | 0.37% | 2025-12-31 |
| 41 | Disciplined Equity Management, Inc. | 802,309 | $37.4M | 0.37% | 2025-12-31 |
| 42 | EARNED WEALTH ADVISORS, LLC | 797,379 | $37.1M | 0.37% | 2025-12-31 |
| 43 | Wescott Financial Advisory Group, LLC | 770,002 | $35.9M | 0.35% | 2025-12-31 |
| 44 | Timonier Family Office, LTD. | 765,891 | $35.7M | 0.35% | 2025-12-31 |
| 45 | DIXON FNANCIAL SERVICES, INC. | 760,873 | $35.4M | 0.35% | 2025-12-31 |
| 46 | Planning Center, Inc. | 758,134 | $35.3M | 0.35% | 2025-12-31 |
| 47 | Apella Capital, LLC | 738,218 | $34.4M | 0.34% | 2025-12-31 |
| 48 | MISSION WEALTH MANAGEMENT, LP | 719,062 | $33.5M | 0.33% | 2025-12-31 |
| 49 | ASPIRIANT, LLC | 718,099 | $33.5M | 0.33% | 2025-12-31 |
| 50 | Allworth Financial LP | 716,744 | $33.4M | 0.33% | 2025-12-31 |
| 51 | Wealth Architects, LLC | 710,843 | $33.1M | 0.33% | 2025-12-31 |
| 52 | Wealth Management Nebraska | 708,882 | $33.0M | 0.32% | 2025-12-31 |
| 53 | Richard Young Associates, Ltd. | 704,459 | $32.8M | 0.32% | 2025-12-31 |
| 54 | CARDIFF PARK ADVISORS, LLC | 680,592 | $31.7M | 0.31% | 2025-12-31 |
| 55 | Heritage Wealth Management, Inc./Texas | 675,745 | $31.5M | 0.31% | 2025-12-31 |
| 56 | Root Financial Partners, LLC | 663,011 | $30.9M | 0.30% | 2025-12-31 |
| 57 | Integrated Wealth Concepts LLC | 658,113 | $30.7M | 0.30% | 2025-12-31 |
| 58 | COMMONWEALTH EQUITY SERVICES, LLC | 652,738 | $30.4M | 0.30% | 2025-12-31 |
| 59 | McLean Asset Management Corp | 627,711 | $30.3M | 0.29% | 2025-12-31 |
| 60 | Verus Financial Partners, Inc. | 597,541 | $29.1M | 0.27% | 2025-12-31 |
| 61 | Three Arch Wealth Management LLC | 602,251 | $28.1M | 0.28% | 2025-12-31 |
| 62 | Premier Financial Group | 585,877 | $27.4M | 0.27% | 2025-12-31 |
| 63 | ShankerValleau Wealth Advisors, Inc. | 580,854 | $27.1M | 0.27% | 2025-12-31 |
| 64 | WPWealth LLP | 580,288 | $27.0M | 0.26% | 2025-12-31 |
| 65 | WorthPointe, LLC | 565,215 | $26.3M | 0.26% | 2025-12-31 |
| 66 | Meritas Wealth Management, LLC | 563,721 | $26.3M | 0.26% | 2025-12-31 |
| 67 | Moisand Fitzgerald Tamayo, LLC | 556,567 | $25.9M | 0.25% | 2025-12-31 |
| 68 | TFO Wealth Partners, LLC | 556,420 | $25.9M | 0.25% | 2025-12-31 |
| 69 | LRI Investments, LLC | 546,827 | $25.5M | 0.25% | 2025-12-31 |
| 70 | CLUNE & ASSOCIATES, LTD. | 540,018 | $25.2M | 0.25% | 2025-12-31 |
| 71 | Petersen Hastings Wealth Advisors Inc. | 516,437 | $24.1M | 0.24% | 2025-12-31 |
| 72 | BAYSHORE ASSET MANAGEMENT, LLC | 513,951 | $23.9M | 0.23% | 2025-12-31 |
| 73 | 1900 WEALTH MANAGEMENT LLC | 513,436 | $23.9M | 0.23% | 2025-12-31 |
| 74 | BENNINGFIELD FINANCIAL ADVISORS, LLC | 505,243 | $23.5M | 0.23% | 2025-12-31 |
| 75 | American Investment Services, Inc. | 485,791 | $22.6M | 0.22% | 2025-12-31 |
| 76 | ENVESTNET ASSET MANAGEMENT INC | 485,055 | $22.6M | 0.22% | 2025-12-31 |
| 77 | Vise Technologies, Inc. | 483,484 | $22.5M | 0.22% | 2025-12-31 |
| 78 | MATHER GROUP, LLC. | 483,072 | $22.5M | 0.22% | 2025-12-31 |
| 79 | Prudent Man Investment Management, Inc. | 479,619 | $22.3M | 0.22% | 2025-12-31 |
| 80 | Farther Finance Advisors, LLC | 477,636 | $22.3M | 0.22% | 2025-12-31 |
| 81 | LEGACY FINANCIAL GROUP, INC. | 471,369 | $22.0M | 0.21% | 2025-12-31 |
| 82 | RS CRUM INC. | 468,574 | $21.8M | 0.21% | 2025-12-31 |
| 83 | Kooman & Associates | 468,453 | $21.8M | 0.21% | 2025-12-31 |
| 84 | DiNuzzo Private Wealth, Inc. | 465,337 | $21.7M | 0.21% | 2025-12-31 |
| 85 | Symmetry Partners, LLC | 457,024 | $21.3M | 0.21% | 2025-12-31 |
| 86 | Sequoia Financial Advisors, LLC | 451,026 | $21.0M | 0.20% | 2025-12-31 |
| 87 | Cetera Investment Advisers | 447,732 | $20.9M | 0.20% | 2025-12-31 |
| 88 | Tillman Hartley LLC | 443,589 | $20.7M | 0.20% | 2025-12-31 |
| 89 | BAKER BOYER NATIONAL BANK | 443,093 | $20.6M | 0.20% | 2025-12-31 |
| 90 | STIFEL FINANCIAL CORP | 442,616 | $20.6M | 0.20% | 2025-12-31 |
| 91 | DOPKINS WEALTH MANAGEMENT, LLC | 426,581 | $19.9M | 0.19% | 2025-12-31 |
| 92 | Financial Engines Advisors L.L.C. | 412,531 | $19.2M | 0.19% | 2025-12-31 |
| 93 | CLARIS ADVISORS, LLC / MO / | 399,783 | $18.6M | 0.18% | 2025-12-31 |
| 94 | Grunden Financial Advisory, Inc. | 397,270 | $18.5M | 0.18% | 2025-12-31 |
| 95 | JUNCTURE WEALTH STRATEGIES, LLC | 391,958 | $18.3M | 0.18% | 2025-12-31 |
| 96 | AQR CAPITAL MANAGEMENT LLC | 383,830 | $17.9M | 0.17% | 2025-12-31 |
| 97 | UBS Group AG | 376,344 | $17.5M | 0.17% | 2025-12-31 |
| 98 | Mariner, LLC | 363,289 | $16.9M | 0.16% | 2025-12-31 |
| 99 | Confluence Wealth Services, Inc. | 358,022 | $16.7M | 0.16% | 2025-12-31 |
| 100 | McMill Wealth Management | 352,175 | $16.4M | 0.16% | 2025-12-31 |
| 101 | Pillar Financial Advisors, LLC | 339,248 | $15.8M | 0.15% | 2025-12-31 |
| 102 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 337,190 | $15.7M | 0.15% | 2025-12-31 |
| 103 | Ruedi Wealth Management, Inc. | 333,365 | $15.5M | 0.15% | 2025-12-31 |
| 104 | Austin Asset Management Co Inc | 331,156 | $15.4M | 0.15% | 2025-12-31 |
| 105 | OneDigital Investment Advisors LLC | 328,297 | $15.3M | 0.15% | 2025-12-31 |
| 106 | Graves Light Lenhart Wealth, Inc. | 324,902 | $15.1M | 0.15% | 2025-12-31 |
| 107 | Financial Synergies Wealth Advisors, Inc. | 324,195 | $15.1M | 0.15% | 2025-12-31 |
| 108 | Larson Financial Group LLC | 321,383 | $15.0M | 0.14% | 2025-12-31 |
| 109 | PINNEY & SCOFIELD, INC. | 319,499 | $14.9M | 0.14% | 2025-12-31 |
| 110 | Spire Wealth Management | 319,337 | $14.9M | 0.14% | 2025-12-31 |
| 111 | Atlantic Union Bankshares Corp | 305,641 | $14.2M | 0.14% | 2025-12-31 |
| 112 | Summit Wealth Group, LLC | 300,827 | $14.0M | 0.13% | 2025-12-31 |
| 113 | OSAIC HOLDINGS, INC. | 300,487 | $14.0M | 0.13% | 2025-12-31 |
| 114 | Diversified Portfolios, Inc. | 299,719 | $14.0M | 0.13% | 2025-12-31 |
| 115 | Savvy Advisors, Inc. | 296,739 | $13.8M | 0.13% | 2025-12-31 |
| 116 | Squire Investment Management Company, LLC | 295,274 | $13.8M | 0.13% | 2025-12-31 |
| 117 | PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 294,258 | $13.7M | 0.13% | 2025-12-31 |
| 118 | Sterling Wealth Management, Inc. | 286,966 | $13.4M | 0.13% | 2025-12-31 |
| 119 | BIP Wealth, LLC | 286,035 | $13.3M | 0.13% | 2025-12-31 |
| 120 | Dynamic Advisor Solutions LLC | 285,487 | $13.3M | 0.13% | 2025-12-31 |
| 121 | New Dimensions Wealth Management, LLC | 279,039 | $13.0M | 0.12% | 2025-12-31 |
| 122 | Altiora Financial Group, LLC | 278,793 | $13.0M | 0.12% | 2025-12-31 |
| 123 | Addison Advisors LLC | 275,014 | $12.8M | 0.12% | 2025-12-31 |
| 124 | Bridgewater Advisors Inc. | 257,582 | $12.6M | 0.11% | 2025-12-31 |
| 125 | Quantinno Capital Management LP | 267,614 | $12.5M | 0.12% | 2025-12-31 |
| 126 | SB Capital Management Inc | 264,597 | $12.3M | 0.12% | 2025-12-31 |
| 127 | Lauterbach Financial Advisors, LLC | 260,734 | $12.1M | 0.12% | 2025-12-31 |
| 128 | EP Wealth Advisors, LLC | 259,781 | $12.1M | 0.12% | 2025-12-31 |
| 129 | ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 259,133 | $12.1M | 0.12% | 2025-12-31 |
| 130 | VESTIA PERSONAL WEALTH ADVISORS | 245,078 | $12.0M | 0.11% | 2025-12-31 |
| 131 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 471,926 | $11.6M | 0.21% | 2025-12-31 |
| 132 | MORGAN STANLEY | 246,380 | $11.5M | 0.11% | 2025-12-31 |
| 133 | JPMORGAN CHASE & CO | 244,417 | $11.4M | 0.11% | 2025-12-31 |
| 134 | Investmark Advisory Group LLC | 234,473 | $10.9M | 0.10% | 2025-12-31 |
| 135 | Kestra Advisory Services, LLC | 232,424 | $10.8M | 0.10% | 2025-12-31 |
| 136 | RTD Financial Advisors, Inc. | 229,310 | $10.7M | 0.10% | 2025-12-31 |
| 137 | JDH Wealth Management, LLC | 224,116 | $10.4M | 0.10% | 2025-12-31 |
| 138 | Burk Holdings LLC | 217,007 | $10.1M | 0.10% | 2025-12-31 |
| 139 | Capstone Wealth Management, LLC | 213,293 | $9.9M | 0.09% | 2025-12-31 |
| 140 | TOBIAS FINANCIAL ADVISORS, INC. | 209,709 | $9.8M | 0.09% | 2025-12-31 |
| 141 | Versant Capital Management, Inc | 204,850 | $9.5M | 0.09% | 2025-12-31 |
| 142 | RF&L WEALTH MANAGEMENT, LLC | 204,461 | $9.5M | 0.09% | 2025-12-31 |
| 143 | Greenspring Advisors, LLC | 203,801 | $9.5M | 0.09% | 2025-12-31 |
| 144 | Peirce Capital Management, LLC | 196,768 | $9.2M | 0.09% | 2025-12-31 |
| 145 | MAI Capital Management | 196,718 | $9.2M | 0.09% | 2025-12-31 |
| 146 | Level Financial Advisors | 194,861 | $9.1M | 0.09% | 2025-12-31 |
| 147 | JONES FINANCIAL COMPANIES LLLP | 193,667 | $9.0M | 0.09% | 2025-12-31 |
| 148 | Wealthspire Advisors, LLC | 192,653 | $9.0M | 0.08% | 2025-12-31 |
| 149 | Visionary Wealth Advisors | 190,217 | $8.9M | 0.08% | 2025-12-31 |
| 150 | Werba Rubin Papier Wealth Management | 186,562 | $8.7M | 0.08% | 2025-12-31 |
| 151 | Compound Planning, Inc. | 183,043 | $8.5M | 0.08% | 2025-12-31 |
| 152 | Financial Harvest, LLC | 180,042 | $8.4M | 0.08% | 2025-12-31 |
| 153 | Ariadne Wealth Management, LP | 162,914 | $8.1M | 0.07% | 2025-12-31 |
| 154 | BANK OF AMERICA CORP /DE/ | 168,522 | $7.9M | 0.07% | 2025-12-31 |
| 155 | Strathmore Capital Advisors, Inc. | 168,276 | $7.8M | 0.07% | 2025-12-31 |
| 156 | Belleair Asset Management, LLC | 168,153 | $7.8M | 0.07% | 2025-12-31 |
| 157 | Sprinkle Financial Consultants LLC | 166,538 | $7.8M | 0.07% | 2025-12-31 |
| 158 | BAKER TILLY WEALTH MANAGEMENT, LLC | 165,380 | $7.7M | 0.07% | 2025-12-31 |
| 159 | WELLS FARGO & COMPANY/MN | 164,616 | $7.7M | 0.07% | 2025-12-31 |
| 160 | TruNorth Capital Management, LLC | 163,516 | $7.6M | 0.07% | 2025-12-31 |
| 161 | EXENCIAL WEALTH ADVISORS, LLC | 160,353 | $7.5M | 0.07% | 2025-12-31 |
| 162 | Seneschal Advisors, LLC | 158,019 | $7.4M | 0.07% | 2025-12-31 |
| 163 | JFS WEALTH ADVISORS, LLC | 153,637 | $7.2M | 0.07% | 2025-12-31 |
| 164 | Lutz Financial Services LLC | 152,015 | $7.1M | 0.07% | 2025-12-31 |
| 165 | Aegis Wealth Management LLC | 147,057 | $6.9M | 0.06% | 2025-12-31 |
| 166 | Kondo Wealth Advisors, Inc. | 145,973 | $6.8M | 0.06% | 2025-12-31 |
| 167 | CarsonAllaria Wealth Management, Ltd. | 141,869 | $6.6M | 0.06% | 2025-12-31 |
| 168 | NORTHWEST WEALTH MANAGEMENT, LLC | 137,292 | $6.4M | 0.06% | 2025-12-31 |
| 169 | CAPTRUST FINANCIAL ADVISORS | 135,804 | $6.3M | 0.06% | 2025-12-31 |
| 170 | Shearwater Capital LLC | 134,352 | $6.3M | 0.06% | 2025-12-31 |
| 171 | FIRST NATIONAL BANK SIOUX FALLS | 134,254 | $6.3M | 0.06% | 2025-12-31 |
| 172 | EnRich Financial Partners LLC | 132,822 | $6.2M | 0.06% | 2025-12-31 |
| 173 | Cherry Tree Wealth Management, LLC | 130,859 | $6.1M | 0.06% | 2025-12-31 |
| 174 | Gradient Capital Advisors, LLC | 130,449 | $6.1M | 0.06% | 2025-12-31 |
| 175 | LAM GROUP, INC. | 130,385 | $6.1M | 0.06% | 2025-12-31 |
| 176 | Envestnet Portfolio Solutions, Inc. | 129,988 | $6.1M | 0.06% | 2025-12-31 |
| 177 | Weinberger Asset Management, Inc | 129,457 | $6.0M | 0.06% | 2025-12-31 |
| 178 | GEM Asset Management, LLC | 125,788 | $6.0M | 0.05% | 2025-12-31 |
| 179 | BUILDER INVESTMENT GROUP INC /ADV | 127,393 | $5.9M | 0.05% | 2025-12-31 |
| 180 | Abacus Wealth Partners, LLC | 124,630 | $5.8M | 0.05% | 2025-12-31 |
| 181 | BOK Financial Private Wealth, Inc. | 124,354 | $5.8M | 0.05% | 2025-12-31 |
| 182 | Simplicity Wealth,LLC | 115,554 | $5.4M | 0.05% | 2025-12-31 |
| 183 | FORTERIS WEALTH MANAGEMENT INC. | 114,340 | $5.3M | 0.05% | 2025-12-31 |
| 184 | Yeomans Consulting Group, Inc. | 112,065 | $5.2M | 0.05% | 2025-12-31 |
| 185 | PFG Advisors | 109,388 | $5.1M | 0.05% | 2025-12-31 |
| 186 | Stratos Wealth Partners, LTD. | 108,829 | $5.1M | 0.05% | 2025-12-31 |
| 187 | FMR LLC | 107,054 | $5.0M | 0.04% | 2025-12-31 |
| 188 | Intelligent Financial Strategies | 106,722 | $5.0M | 0.04% | 2025-12-31 |
| 189 | FMB WEALTH MANAGEMENT | 106,548 | $5.0M | 0.04% | 2025-12-31 |
| 190 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 105,217 | $4.9M | 0.04% | 2025-12-31 |
| 191 | Sollinda Capital Management LLC | 104,134 | $4.9M | 0.04% | 2025-12-31 |
| 192 | AG Asset Advisory, LLC | 102,231 | $4.8M | 0.04% | 2025-12-31 |
| 193 | Trace Wealth Advisors, LLC | 101,158 | $4.7M | 0.04% | 2025-12-31 |
| 194 | Vannoy Advisory Group, Inc. | 100,813 | $4.7M | 0.04% | 2025-12-31 |
| 195 | Joel Isaacson & Co., LLC | 99,486 | $4.6M | 0.04% | 2025-12-31 |
| 196 | Investment Advisory Group, LLC | 98,192 | $4.6M | 0.04% | 2025-12-31 |
| 197 | Verdence Capital Advisors LLC | 98,091 | $4.6M | 0.04% | 2025-12-31 |
| 198 | SwitchPoint Financial Planning, LLC | 97,976 | $4.6M | 0.04% | 2025-12-31 |
| 199 | Summit Financial Strategies, Inc. | 96,558 | $4.5M | 0.04% | 2025-12-31 |
| 200 | MML INVESTORS SERVICES, LLC | 96,305 | $4.5M | 0.04% | 2025-12-31 |
| 201 | Embree Financial Group | 96,083 | $4.5M | 0.04% | 2025-12-31 |
| 202 | McCartney Wealth Management LLC | 94,624 | $4.4M | 0.04% | 2025-12-31 |
| 203 | Royal Bank of Canada | 93,872 | $4.4M | 0.04% | 2025-12-31 |
| 204 | Cascade Wealth Advisors, Inc | 89,571 | $4.4M | 0.04% | 2025-12-31 |
| 205 | HMV Wealth Advisors, LLC | 93,687 | $4.4M | 0.04% | 2025-12-31 |
| 206 | EverSource Wealth Advisors, LLC | 93,309 | $4.3M | 0.04% | 2025-12-31 |
| 207 | TRUIST FINANCIAL CORP | 93,047 | $4.3M | 0.04% | 2025-12-31 |
| 208 | Pacific Asset Management, LLC | 89,593 | $4.2M | 0.04% | 2025-12-31 |
| 209 | US BANCORP \DE\ | 89,291 | $4.2M | 0.04% | 2025-12-31 |
| 210 | BluePrint Investing LLC | 85,242 | $4.0M | 0.03% | 2025-12-31 |
| 211 | MONETA GROUP INVESTMENT ADVISORS LLC | 84,339 | $3.9M | 0.03% | 2025-12-31 |
| 212 | Tumwater Wealth Management, LLC | 84,002 | $3.9M | 0.03% | 2025-12-31 |
| 213 | Vistica Wealth Advisors, LLC | 81,691 | $3.8M | 0.03% | 2025-12-31 |
| 214 | TIAA TRUST, NATIONAL ASSOCIATION | 79,399 | $3.7M | 0.03% | 2025-12-31 |
| 215 | 55 North Private Wealth, LLC | 78,668 | $3.7M | 0.03% | 2025-12-31 |
| 216 | KILNER CAPITAL ADVISORS, LLC | 78,665 | $3.7M | 0.03% | 2025-12-31 |
| 217 | VIRTUE ASSET MANAGEMENT LLC | 76,969 | $3.6M | 0.03% | 2025-12-31 |
| 218 | Axis Wealth Partners, LLC | 75,855 | $3.5M | 0.03% | 2025-12-31 |
| 219 | WASHINGTON TRUST Co | 75,104 | $3.5M | 0.03% | 2025-12-31 |
| 220 | Clearstead Advisors, LLC | 74,548 | $3.5M | 0.03% | 2025-12-31 |
| 221 | CFS Investment Advisory Services, LLC | 74,311 | $3.5M | 0.03% | 2025-12-31 |
| 222 | Aspen Capital Management, LLC | 73,666 | $3.4M | 0.03% | 2025-12-31 |
| 223 | REGIONS FINANCIAL CORP | 72,152 | $3.4M | 0.03% | 2025-12-31 |
| 224 | Platform Wealth Management, LLC | 71,276 | $3.3M | 0.03% | 2025-12-31 |
| 225 | Wealth Advisors Northwest LLC | 71,273 | $3.3M | 0.03% | 2025-12-31 |
| 226 | Zhang Financial LLC | 70,016 | $3.3M | 0.03% | 2025-12-31 |
| 227 | Prospera Financial Services Inc | 69,402 | $3.2M | 0.03% | 2025-12-31 |
| 228 | BWM Planning, LLC | 67,707 | $3.2M | 0.03% | 2025-12-31 |
| 229 | Generations Wealth, LLC | 66,267 | $3.1M | 0.03% | 2025-12-31 |
| 230 | Disciplined Investments, LLC | 65,672 | $3.1M | 0.03% | 2025-12-31 |
| 231 | Laird Norton Wetherby Trust Company, LLC | 65,323 | $3.0M | 0.03% | 2025-12-31 |
| 232 | Glass Jacobson Investment Advisors llc | 64,356 | $3.0M | 0.02% | 2025-12-31 |
| 233 | Cresset Asset Management, LLC | 63,888 | $3.0M | 0.02% | 2025-12-31 |
| 234 | MELFA WEALTH MANAGEMENT, INC. | 62,935 | $2.9M | 0.02% | 2025-12-31 |
| 235 | Woodside Wealth Management LLC | 62,725 | $2.9M | 0.02% | 2025-12-31 |
| 236 | Cypress Wealth Services, LLC | 62,281 | $2.9M | 0.02% | 2025-12-31 |
| 237 | Westmount Partners, LLC | 60,240 | $2.8M | 0.02% | 2025-12-31 |
| 238 | Robertson Stephens Wealth Management, LLC | 58,794 | $2.7M | 0.02% | 2025-12-31 |
| 239 | Clarity Capital Advisors, LLC | 58,107 | $2.7M | 0.02% | 2025-12-31 |
| 240 | Nicholas Hoffman & Company, LLC. | 57,055 | $2.7M | 0.02% | 2025-12-31 |
| 241 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 56,732 | $2.6M | 0.02% | 2025-12-31 |
| 242 | POINCIANA ADVISORS GROUP, LLC | 56,197 | $2.6M | 0.02% | 2025-12-31 |
| 243 | MATAURO, LLC | 56,037 | $2.6M | 0.02% | 2025-12-31 |
| 244 | Fonville Wealth Management LLC | 55,716 | $2.6M | 0.02% | 2025-12-31 |
| 245 | Triumph Capital Management | 55,579 | $2.6M | 0.02% | 2025-12-31 |
| 246 | Family CFO Inc | 55,422 | $2.6M | 0.02% | 2025-12-31 |
| 247 | Clark Asset Management, LLC | 54,841 | $2.6M | 0.02% | 2025-12-31 |
| 248 | Aptus Capital Advisors, LLC | 54,816 | $2.6M | 0.02% | 2025-12-31 |
| 249 | Foundation Wealth Management, LLC\PA | 54,348 | $2.5M | 0.02% | 2025-12-31 |
| 250 | Capital Investment Advisory Services, LLC | 53,267 | $2.5M | 0.02% | 2025-12-31 |
| 251 | Quantum Financial Advisors, LLC | 53,107 | $2.5M | 0.02% | 2025-12-31 |
| 252 | Frankly Finances, LLC | 51,792 | $2.4M | 0.02% | 2025-12-31 |
| 253 | TAGStone Capital, Inc. | 51,726 | $2.4M | 0.02% | 2025-12-31 |
| 254 | Warwick Investment Management, Inc. | 51,723 | $2.4M | 0.02% | 2025-12-31 |
| 255 | Daybright Advisory Services, Inc. | 50,271 | $2.3M | 0.02% | 2025-12-31 |
| 256 | Chicago Partners Investment Group LLC | 47,358 | $2.3M | 0.02% | 2025-12-31 |
| 257 | PNC Financial Services Group, Inc. | 49,274 | $2.3M | 0.02% | 2025-12-31 |
| 258 | Equitable Holdings, Inc. | 48,229 | $2.2M | 0.02% | 2025-12-31 |
| 259 | Kane Co Wealth Management, Inc. | 47,954 | $2.2M | 0.02% | 2025-12-31 |
| 260 | Global Retirement Partners, LLC | 47,608 | $2.2M | 0.02% | 2025-12-31 |
| 261 | 25 LLC | 46,314 | $2.2M | 0.02% | 2025-12-31 |
| 262 | Valued Wealth Advisors LLC | 46,115 | $2.1M | 0.02% | 2025-12-31 |
| 263 | Rockefeller Capital Management L.P. | 45,616 | $2.1M | 0.02% | 2025-12-31 |
| 264 | BLAIR WILLIAM & CO/IL | 45,135 | $2.1M | 0.02% | 2025-12-31 |
| 265 | Blue Trust, Inc. | 45,115 | $2.1M | 0.02% | 2025-12-31 |
| 266 | Stone Summit Wealth LLC | 44,540 | $2.1M | 0.02% | 2025-12-31 |
| 267 | Aurelius Family Office LLC | 43,182 | $2.1M | 0.02% | 2025-12-31 |
| 268 | CURIO WEALTH, LLC | 42,103 | $2.0M | 0.01% | 2025-12-31 |
| 269 | Private Advisor Group, LLC | 42,508 | $2.0M | 0.01% | 2025-12-31 |
| 270 | Francis Financial, Inc. | 42,351 | $2.0M | 0.01% | 2025-12-31 |
| 271 | TRED AVON FAMILY WEALTH, LLC | 41,902 | $2.0M | 0.01% | 2025-12-31 |
| 272 | Tarbox Family Office, Inc. | 41,863 | $2.0M | 0.01% | 2025-12-31 |
| 273 | FAS Wealth Partners, Inc. | 41,177 | $1.9M | 0.01% | 2025-12-31 |
| 274 | Curi Capital, LLC | 40,893 | $1.9M | 0.01% | 2025-12-31 |
| 275 | IFG Advisors, LLC | 40,523 | $1.9M | 0.01% | 2025-12-31 |
| 276 | Rialto Wealth Management, LLC | 40,422 | $1.9M | 0.01% | 2025-12-31 |
| 277 | Samalin Investment Counsel, LLC | 39,954 | $1.9M | 0.01% | 2025-12-31 |
| 278 | Entelevest, LLC | 39,948 | $1.9M | 0.01% | 2025-12-31 |
| 279 | BROWN ADVISORY INC | 39,158 | $1.8M | 0.01% | 2025-12-31 |
| 280 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | 38,956 | $1.8M | 0.01% | 2025-12-31 |
| 281 | NewEdge Advisors, LLC | 38,365 | $1.8M | 0.01% | 2025-12-31 |
| 282 | LJI Wealth Management, LLC | 38,217 | $1.8M | 0.01% | 2025-12-31 |
| 283 | KAVAR CAPITAL PARTNERS GROUP, LLC | 36,813 | $1.7M | 0.01% | 2025-12-31 |
| 284 | Cordant, Inc. | 35,988 | $1.7M | 0.01% | 2025-12-31 |
| 285 | JOHNSON INVESTMENT COUNSEL INC | 35,976 | $1.7M | 0.01% | 2025-12-31 |
| 286 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 35,516 | $1.7M | 0.01% | 2025-12-31 |
| 287 | Bank of New York Mellon Corp | 34,883 | $1.6M | 0.01% | 2025-12-31 |
| 288 | Cambria Investment Management, L.P. | 34,716 | $1.6M | 0.01% | 2025-12-31 |
| 289 | Empowered Funds, LLC | 34,716 | $1.6M | 0.01% | 2025-12-31 |
| 290 | Beacon Financial Advisory LLC | 34,268 | $1.6M | 0.01% | 2025-12-31 |
| 291 | IFP Advisors, Inc | 33,977 | $1.6M | 0.01% | 2025-12-31 |
| 292 | XY Planning Network, Inc. | 33,370 | $1.6M | 0.01% | 2025-12-31 |
| 293 | Quadcap Wealth Management, LLC | 32,970 | $1.5M | 0.01% | 2025-12-31 |
| 294 | ARK & TLK INVESTMENTS, LLC | 32,807 | $1.5M | 0.01% | 2025-12-31 |
| 295 | Helen Stephens Group, LLC | 32,755 | $1.5M | 0.01% | 2025-12-31 |
| 296 | Prime Capital Investment Advisors, LLC | 32,197 | $1.5M | 0.01% | 2025-12-31 |
| 297 | COMERICA BANK | 31,475 | $1.5M | 0.01% | 2025-12-31 |
| 298 | Klingman & Associates, LLC | 31,457 | $1.5M | 0.01% | 2025-12-31 |
| 299 | Cogent Private Wealth, Inc. | 31,337 | $1.5M | 0.01% | 2025-12-31 |
| 300 | Applied Capital LLC | 31,235 | $1.5M | 0.01% | 2025-12-31 |
| 301 | Busey Bank | 31,112 | $1.4M | 0.01% | 2025-12-31 |
| 302 | VERUS WEALTH MANAGEMENT, LLC | 30,065 | $1.4M | 0.01% | 2025-12-31 |
| 303 | Bragg Financial Advisors, Inc | 29,836 | $1.4M | 0.01% | 2025-12-31 |
| 304 | Parkside Financial Bank & Trust | 29,322 | $1.4M | 0.01% | 2025-12-31 |
| 305 | RAM Investment Partners, LLC | 29,014 | $1.4M | 0.01% | 2025-12-31 |
| 306 | Valeo Financial Advisors, LLC | 28,760 | $1.3M | 0.01% | 2025-12-31 |
| 307 | IEQ CAPITAL, LLC | 28,549 | $1.3M | 0.01% | 2025-12-31 |
| 308 | Baird Financial Group, Inc. | 28,522 | $1.3M | 0.01% | 2025-12-31 |
| 309 | Wick Capital Partners, LLC | 13,147 | $1.3M | 0.00% | 2025-12-31 |
| 310 | Eldridge Investment Advisors, Inc. | 27,788 | $1.3M | 0.01% | 2025-12-31 |
| 311 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 27,741 | $1.3M | 0.01% | 2025-12-31 |
| 312 | Farmers National Bank | 28,812 | $1.3M | 0.01% | 2025-12-31 |
| 313 | Oath Planning, LLC | 27,454 | $1.3M | 0.01% | 2025-12-31 |
| 314 | IFG Advisory, LLC | 26,987 | $1.3M | 0.01% | 2025-12-31 |
| 315 | Measured Wealth Private Client Group, LLC | 26,931 | $1.3M | 0.01% | 2025-12-31 |
| 316 | Garde Capital, Inc. | 26,598 | $1.2M | 0.01% | 2025-12-31 |
| 317 | New England Private Wealth Advisors LLC | 26,568 | $1.2M | 0.01% | 2025-12-31 |
| 318 | M Wealth Management, LLC | 26,461 | $1.2M | 0.01% | 2025-12-31 |
| 319 | LBMC INVESTMENT ADVISORS, LLC | 26,330 | $1.2M | 0.01% | 2025-12-31 |
| 320 | BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 26,180 | $1.2M | 0.01% | 2025-12-31 |
| 321 | SJS Investment Consulting Inc. | 26,169 | $1.2M | 0.01% | 2025-12-31 |
| 322 | Diversify Advisory Services, LLC | 25,118 | $1.2M | 0.01% | 2025-12-31 |
| 323 | Kaufman Rossin Wealth, LLC | 25,950 | $1.2M | 0.01% | 2025-12-31 |
| 324 | Pictet North America Advisors SA | 25,825 | $1.2M | 0.01% | 2025-12-31 |
| 325 | Fiduciary Trust Co | 25,544 | $1.2M | 0.01% | 2025-12-31 |
| 326 | Integrated Advisors Network LLC | 25,288 | $1.2M | 0.01% | 2025-12-31 |
| 327 | Wealthcare Advisory Partners LLC | 24,650 | $1.1M | 0.01% | 2025-12-31 |
| 328 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 24,623 | $1.1M | 0.01% | 2025-12-31 |
| 329 | Financial Council, LLC | 24,585 | $1.1M | 0.01% | 2025-12-31 |
| 330 | &PARTNERS | 24,410 | $1.1M | 0.01% | 2025-12-31 |
| 331 | Mutual Advisors, LLC | 24,096 | $1.1M | 0.01% | 2025-12-31 |
| 332 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 23,752 | $1.1M | 0.01% | 2025-12-31 |
| 333 | Orion Porfolio Solutions, LLC | 23,434 | $1.1M | 0.01% | 2025-12-31 |
| 334 | Waverly Advisors, LLC | 23,337 | $1.1M | 0.01% | 2025-12-31 |
| 335 | Strategic Investment Solutions, Inc. /IL | 23,246 | $1.1M | 0.01% | 2025-12-31 |
| 336 | M&T Bank Corp | 23,205 | $1.1M | 0.01% | 2025-12-31 |
| 337 | Arkadios Wealth Advisors | 23,195 | $1.1M | 0.01% | 2025-12-31 |
| 338 | Midwest Trust Co | 22,999 | $1.1M | 0.01% | 2025-12-31 |
| 339 | SIGNATUREFD, LLC | 22,970 | $1.1M | 0.01% | 2025-12-31 |
| 340 | Parallel Advisors, LLC | 22,897 | $1.1M | 0.01% | 2025-12-31 |
| 341 | BANK OF MONTREAL /CAN/ | 22,724 | $1.1M | 0.01% | 2025-12-31 |
| 342 | Mustard Seed Financial, LLC | 22,671 | $1.1M | 0.01% | 2025-12-31 |
| 343 | FIFTH THIRD BANCORP | 22,176 | $1.0M | 0.01% | 2025-12-31 |
| 344 | Allegiance Financial Group Advisory Services LLC | 22,161 | $1.0M | 0.01% | 2025-12-31 |
| 345 | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 22,141 | $1.0M | 0.01% | 2025-12-31 |
| 346 | Parkside Investments, LLC | 22,018 | $1.0M | 0.01% | 2025-12-31 |
| 347 | Apollon Wealth Management, LLC | 21,830 | $1.0M | 0.01% | 2025-12-31 |
| 348 | Merit Financial Group, LLC | 21,782 | $1.0M | 0.01% | 2025-12-31 |
| 349 | KDK Private Wealth Management, LLC | 21,488 | $1.0M | 0.00% | 2025-12-31 |
| 350 | Stratos Investment Management, LLC | 21,449 | $999.3K | 0.00% | 2025-12-31 |
| 351 | Running Point Capital Advisors, LLC | 21,423 | $998.1K | 0.00% | 2025-12-31 |
| 352 | MBM WEALTH CONSULTANTS, LLC | 21,375 | $995.9K | 0.00% | 2025-12-31 |
| 353 | Seaside Wealth Management, Inc. | 21,265 | $990.8K | 0.00% | 2025-12-31 |
| 354 | Balboa Wealth Partners | 21,219 | $988.6K | 0.00% | 2025-12-31 |
| 355 | Avantax Planning Partners, Inc. | 21,142 | $985.0K | 0.00% | 2025-12-31 |
| 356 | IHT Wealth Management, LLC | 20,617 | $960.5K | 0.00% | 2025-12-31 |
| 357 | Kathmere Capital Management, LLC | 20,578 | $958.7K | 0.00% | 2025-12-31 |
| 358 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 20,403 | $950.6K | 0.00% | 2025-12-31 |
| 359 | Pinnacle Financial Partners, Inc. | 20,396 | $950.3K | 0.00% | 2025-12-31 |
| 360 | Marietta Wealth Management, LLC | 20,360 | $948.6K | 0.00% | 2025-12-31 |
| 361 | ACCREDITED INVESTOR SERVICES, LLC | 20,241 | $943.0K | 0.00% | 2025-12-31 |
| 362 | KEYBANK NATIONAL ASSOCIATION/OH | 20,232 | $942.6K | 0.00% | 2025-12-31 |
| 363 | CENTRAL TRUST Co | 19,826 | $923.7K | 0.00% | 2025-12-31 |
| 364 | Empower Advisory Group, LLC | 19,762 | $920.7K | 0.00% | 2025-12-31 |
| 365 | AWM CAPITAL, LLC | 19,645 | $915.3K | 0.00% | 2025-12-31 |
| 366 | CRA Financial Services, LLC | 19,240 | $896.4K | 0.00% | 2025-12-31 |
| 367 | London & Capital Asset Management Ltd | 19,160 | $892.5K | 0.00% | 2025-12-31 |
| 368 | AMARILLO NATIONAL BANK | 19,084 | $889.1K | 0.00% | 2025-12-31 |
| 369 | COMMERCE BANK | 18,832 | $877.4K | 0.00% | 2025-12-31 |
| 370 | SMITH CHAS P & ASSOCIATES PA CPAS | 18,697 | $871.1K | 0.00% | 2025-12-31 |
| 371 | BetterWealth, LLC | 18,641 | $868.5K | 0.00% | 2025-12-31 |
| 372 | BROWN BROTHERS HARRIMAN & CO | 18,614 | $867.2K | 0.00% | 2025-12-31 |
| 373 | Professional Financial Advisors, LLC | 18,603 | $866.7K | 0.00% | 2025-12-31 |
| 374 | Arbor Wealth Advisors LLC | 18,601 | $866.6K | 0.00% | 2025-12-31 |
| 375 | BlackRock, Inc. | 18,555 | $864.5K | 0.00% | 2025-12-31 |
| 376 | Pure Financial Advisors, LLC | 18,522 | $863.0K | 0.00% | 2025-12-31 |
| 377 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 18,423 | $858.3K | 0.00% | 2025-12-31 |
| 378 | tru Independence LLC | 18,422 | $858.3K | 0.00% | 2025-12-31 |
| 379 | Oak Wealth Advisors LLC | 18,361 | $855.4K | 0.00% | 2025-12-31 |
| 380 | Northwest Wealth Advisors, LLC | 18,352 | $855.0K | 0.00% | 2025-12-31 |
| 381 | Plante Moran Financial Advisors, LLC | 18,289 | $852.1K | 0.00% | 2025-12-31 |
| 382 | Cornerstone Financial Group, LLC /NE/ | 18,231 | $849.4K | 0.00% | 2025-12-31 |
| 383 | EVOKE WEALTH, LLC | 18,118 | $844.1K | 0.00% | 2025-12-31 |
| 384 | NorthRock Partners, LLC | 18,092 | $842.9K | 0.00% | 2025-12-31 |
| 385 | DRIVE WEALTH MANAGEMENT, LLC | 18,089 | $842.8K | 0.00% | 2025-12-31 |
| 386 | Red Tortoise LLC | 17,856 | $831.9K | 0.00% | 2025-12-31 |
| 387 | RENASANT BANK | 17,757 | $827.3K | 0.00% | 2025-12-31 |
| 388 | Caprock Group, LLC | 17,532 | $816.8K | 0.00% | 2025-12-31 |
| 389 | Falcon Wealth Planning | 17,426 | $811.9K | 0.00% | 2025-12-31 |
| 390 | D.A. DAVIDSON & CO. | 17,388 | $810.1K | 0.00% | 2025-12-31 |
| 391 | SUMMIT WEALTH GROUP LLC / CO | 17,369 | $809.2K | 0.00% | 2025-12-31 |
| 392 | Key Financial Inc | 17,351 | $808.4K | 0.00% | 2025-12-31 |
| 393 | Berger Financial Group, Inc | 17,311 | $806.5K | 0.00% | 2025-12-31 |
| 394 | Sound View Wealth Advisors Group, LLC | 17,170 | $800.0K | 0.00% | 2025-12-31 |
| 395 | Narus Financial Partners, LLC | 16,971 | $790.7K | 0.00% | 2025-12-31 |
| 396 | CATHY PARETO & ASSOCIATES, INC | 16,927 | $788.7K | 0.00% | 2025-12-31 |
| 397 | Rather & Kittrell, Inc. | 16,925 | $788.5K | 0.00% | 2025-12-31 |
| 398 | Prism Planning Partners LLC | 16,868 | $785.9K | 0.00% | 2025-12-31 |
| 399 | DELAP WEALTH ADVISORY, LLC | 16,821 | $783.7K | 0.00% | 2025-12-31 |
| 400 | Colonial Trust Co / SC | 16,762 | $780.9K | 0.00% | 2025-12-31 |
| 401 | Eaton Financial Holdings Company, LLC | 16,491 | $768.3K | 0.00% | 2025-12-31 |
| 402 | VISTA CAPITAL PARTNERS, INC. | 16,476 | $767.6K | 0.00% | 2025-12-31 |
| 403 | GREAT VALLEY ADVISOR GROUP, INC. | 16,452 | $766.5K | 0.00% | 2025-12-31 |
| 404 | Steward Partners Investment Advisory, LLC | 16,440 | $765.9K | 0.00% | 2025-12-31 |
| 405 | Powerhouse Assets LLC | 16,193 | $754.4K | 0.00% | 2025-12-31 |
| 406 | VOISARD ASSET MANAGEMENT GROUP, INC. | 16,187 | $754.2K | 0.00% | 2025-12-31 |
| 407 | Dorsey & Whitney Trust CO LLC | 16,000 | $745.4K | 0.00% | 2025-12-31 |
| 408 | Krilogy Financial LLC | 15,159 | $738.5K | 0.00% | 2025-12-31 |
| 409 | Babb Wealth Advisors LLC | 15,764 | $734.4K | 0.00% | 2025-12-31 |
| 410 | WestHill Financial Advisors, Inc. | 15,726 | $732.7K | 0.00% | 2025-12-31 |
| 411 | Capital Investment Advisors, LLC | 15,680 | $730.5K | 0.00% | 2025-12-31 |
| 412 | Perigon Wealth Management, LLC | 15,525 | $723.3K | 0.00% | 2025-12-31 |
| 413 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,416 | $718.2K | 0.00% | 2025-12-31 |
| 414 | AMERIPRISE FINANCIAL INC | 15,278 | $711.8K | 0.00% | 2025-12-31 |
| 415 | Dakota Wealth Management | 15,245 | $710.3K | 0.00% | 2025-12-31 |
| 416 | Longview Financial Advisors LLC | 15,239 | $710.0K | 0.00% | 2025-12-31 |
| 417 | NerdWallet Wealth Partners, LLC | 15,216 | $708.9K | 0.00% | 2025-12-31 |
| 418 | U.S. Capital Wealth Advisors, LLC | 15,205 | $708.4K | 0.00% | 2025-12-31 |
| 419 | BAILARD, INC. | 15,059 | $701.6K | 0.00% | 2025-12-31 |
| 420 | Fortis Capital Advisors, LLC | 14,594 | $679.9K | 0.00% | 2025-12-31 |
| 421 | Belpointe Asset Management LLC | 14,594 | $679.9K | 0.00% | 2025-12-31 |
| 422 | Williams & Novak, LLC | 14,565 | $678.6K | 0.00% | 2025-12-31 |
| 423 | GenTrust, LLC | 14,422 | $671.9K | 0.00% | 2025-12-31 |
| 424 | Shore Point Advisors, LLC | 14,373 | $669.7K | 0.00% | 2025-12-31 |
| 425 | Wealth Enhancement Trust Services, Inc. | 14,344 | $668.3K | 0.00% | 2025-12-31 |
| 426 | Operose Advisors LLC | 14,225 | $662.7K | 0.00% | 2025-12-31 |
| 427 | D'Orazio & Associates, Inc. | 14,143 | $658.9K | 0.00% | 2025-12-31 |
| 428 | COLLECTIVE FAMILY OFFICE LLC | 13,867 | $646.1K | 0.00% | 2025-12-31 |
| 429 | Cadence Bank | 13,864 | $645.9K | 0.00% | 2025-12-31 |
| 430 | Rossby Financial, LCC | 13,791 | $642.5K | 0.00% | 2025-12-31 |
| 431 | Pathfinder Wealth Consulting, Inc. | 13,663 | $636.6K | 0.00% | 2025-12-31 |
| 432 | FSM Wealth Advisors, LLC | 13,607 | $634.0K | 0.00% | 2025-12-31 |
| 433 | Mesirow Financial Investment Management, Inc. | 13,515 | $629.7K | 0.00% | 2025-12-31 |
| 434 | Gilbert & Cook, Inc. | 13,513 | $629.6K | 0.00% | 2025-12-31 |
| 435 | CWA Asset Management Group, LLC | 13,503 | $629.1K | 0.00% | 2025-12-31 |
| 436 | Leo Wealth, LLC | 13,420 | $625.2K | 0.00% | 2025-12-31 |
| 437 | Sanctuary Advisors, LLC | 14,767 | $624.3K | 0.00% | 2025-12-31 |
| 438 | FRANKLIN RESOURCES INC | 13,392 | $623.9K | 0.00% | 2025-12-31 |
| 439 | CAHILL FINANCIAL ADVISORS INC | 13,340 | $621.5K | 0.00% | 2025-12-31 |
| 440 | MIDLAND WEALTH ADVISORS LLC | 13,339 | $621.5K | 0.00% | 2025-12-31 |
| 441 | Johnson Wealth Management, LLC | 13,237 | $616.7K | 0.00% | 2025-12-31 |
| 442 | Center for Financial Planning, Inc. | 13,216 | $615.7K | 0.00% | 2025-12-31 |
| 443 | HBE Wealth Management, LLC | 12,964 | $604.0K | 0.00% | 2025-12-31 |
| 444 | AE Wealth Management LLC | 12,826 | $597.6K | 0.00% | 2025-12-31 |
| 445 | VERITY Wealth Advisors | 12,775 | $595.2K | 0.00% | 2025-12-31 |
| 446 | MB Generational Wealth, LLC | 12,770 | $595.0K | 0.00% | 2025-12-31 |
| 447 | CAPITAL ADVISORS INC/OK | 12,628 | $588.3K | 0.00% | 2025-12-31 |
| 448 | McGrath & Associates, Inc. | 12,480 | $581.4K | 0.00% | 2025-12-31 |
| 449 | JANE STREET GROUP, LLC | 12,425 | $578.9K | 0.00% | 2025-12-31 |
| 450 | Prosperity Bancshares Inc | 12,367 | $576.2K | 0.00% | 2025-12-31 |
| 451 | American Financial Advisors, LLC | 12,134 | $565.3K | 0.00% | 2025-12-31 |
| 452 | Lido Advisors, LLC | 12,455 | $556.8K | 0.00% | 2025-12-31 |
| 453 | BASSO CAPITAL MANAGEMENT, L.P. | 11,800 | $549.8K | 0.00% | 2025-12-31 |