CUSIP 25434V732
DIMENSIONAL ETF TRUST
463 institutions · $5.70B total · 175,956,435 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Forum Financial Management, LP | 16,016,127 | $529.8M | 9.10% | 2025-12-31 |
| 2 | Focus Partners Wealth | 8,361,969 | $276.6M | 4.75% | 2025-12-31 |
| 3 | Focus Partners Advisor Solutions, LLC | 7,017,528 | $232.1M | 3.98% | 2025-12-31 |
| 4 | Corient Private Wealth LLC | 6,643,926 | $220.1M | 3.77% | 2025-12-31 |
| 5 | Truepoint, Inc. | 4,997,417 | $165.3M | 2.84% | 2025-12-31 |
| 6 | Sequoia Financial Advisors, LLC | 4,967,176 | $164.3M | 2.82% | 2025-12-31 |
| 7 | HighTower Advisors, LLC | 3,760,186 | $124.4M | 2.13% | 2025-12-31 |
| 8 | HBK Sorce Advisory LLC | 3,118,513 | $112.9M | 1.77% | 2025-12-31 |
| 9 | Forvis Mazars Wealth Advisors, LLC | 2,821,611 | $93.3M | 1.60% | 2025-12-31 |
| 10 | Parcion Private Wealth LLC | 2,748,630 | $90.9M | 1.56% | 2025-12-31 |
| 11 | Savant Capital, LLC | 2,647,836 | $87.6M | 1.50% | 2025-12-31 |
| 12 | Asset Dedication, LLC | 2,616,035 | $86.5M | 1.48% | 2025-12-31 |
| 13 | Greenspring Advisors, LLC | 2,300,755 | $76.1M | 1.30% | 2025-12-31 |
| 14 | JMG Financial Group, Ltd. | 2,129,625 | $70.4M | 1.21% | 2025-12-31 |
| 15 | Rockwood Wealth Management, LLC | 2,093,063 | $69.2M | 1.18% | 2025-12-31 |
| 16 | MASECO LLP | 2,087,679 | $69.0M | 1.18% | 2025-12-31 |
| 17 | LPL Financial LLC | 1,998,223 | $66.1M | 1.13% | 2025-12-31 |
| 18 | AWM CAPITAL, LLC | 1,806,221 | $59.7M | 1.02% | 2025-12-31 |
| 19 | Heritage Financial Services, LLC | 1,741,258 | $57.6M | 0.98% | 2025-12-31 |
| 20 | Beacon Pointe Advisors, LLC | 1,703,596 | $56.4M | 0.96% | 2025-12-31 |
| 21 | BANK OF MONTREAL /CAN/ | 1,667,379 | $55.2M | 0.94% | 2025-12-31 |
| 22 | Hill Investment Group Partners, LLC | 1,452,492 | $48.0M | 0.82% | 2025-12-31 |
| 23 | Apella Capital, LLC | 1,372,117 | $45.4M | 0.77% | 2025-12-31 |
| 24 | EnRich Financial Partners LLC | 1,281,760 | $42.4M | 0.72% | 2025-12-31 |
| 25 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,211,770 | $40.1M | 0.68% | 2025-12-31 |
| 26 | GREAT OAK CAPITAL PARTNERS, LLC | 1,089,889 | $36.9M | 0.61% | 2025-12-31 |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 1,101,517 | $36.4M | 0.62% | 2025-12-31 |
| 28 | Klaas Financial Asset Advisors, LLC | 1,093,621 | $36.2M | 0.62% | 2025-12-31 |
| 29 | BRIGHTON JONES LLC | 1,073,486 | $35.5M | 0.61% | 2025-12-31 |
| 30 | OneDigital Investment Advisors LLC | 1,064,286 | $35.2M | 0.60% | 2025-12-31 |
| 31 | Oakwell Private Wealth Management, LLC | 1,062,006 | $35.1M | 0.60% | 2025-12-31 |
| 32 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 1,053,441 | $34.8M | 0.59% | 2025-12-31 |
| 33 | Burton Enright Welch | 1,033,237 | $34.2M | 0.58% | 2025-12-31 |
| 34 | Rather & Kittrell, Inc. | 1,024,259 | $33.9M | 0.58% | 2025-12-31 |
| 35 | Kooman & Associates | 1,010,987 | $33.4M | 0.57% | 2025-12-31 |
| 36 | Miramar Fiduciary Corp | 983,777 | $32.5M | 0.55% | 2025-12-31 |
| 37 | Symmetry Partners, LLC | 983,572 | $32.5M | 0.55% | 2025-12-31 |
| 38 | MERCER GLOBAL ADVISORS INC /ADV | 972,184 | $32.2M | 0.55% | 2025-12-31 |
| 39 | Rockbridge Investment Management, LCC | 971,057 | $32.1M | 0.55% | 2025-12-31 |
| 40 | Plancorp, LLC | 964,736 | $31.9M | 0.54% | 2025-12-31 |
| 41 | Seaside Wealth Management, Inc. | 957,726 | $31.7M | 0.54% | 2025-12-31 |
| 42 | Henrickson Nauta Wealth Advisors, Inc. | 911,656 | $31.3M | 0.51% | 2025-12-31 |
| 43 | MONOGRAPH WEALTH ADVISORS, LLC | 875,440 | $29.0M | 0.49% | 2025-12-31 |
| 44 | Your Advocates Ltd., LLP | 867,529 | $28.7M | 0.49% | 2025-12-31 |
| 45 | Leading Edge Financial Planning LLC | 830,825 | $27.5M | 0.47% | 2025-12-31 |
| 46 | FIRST FINANCIAL BANK - TRUST DIVISION | 829,556 | $27.4M | 0.47% | 2025-12-31 |
| 47 | Syverson Strege & Co | 756,542 | $25.0M | 0.42% | 2025-12-31 |
| 48 | DiNuzzo Private Wealth, Inc. | 735,429 | $24.3M | 0.41% | 2025-12-31 |
| 49 | BANK OF AMERICA CORP /DE/ | 735,278 | $24.3M | 0.41% | 2025-12-31 |
| 50 | Sensible Money, LLC | 724,102 | $24.0M | 0.41% | 2025-12-31 |
| 51 | Stratos Investment Management, LLC | 723,039 | $23.9M | 0.41% | 2025-12-31 |
| 52 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | 685,641 | $23.6M | 0.38% | 2025-12-31 |
| 53 | Peterson Wealth Advisors, LLC | 710,661 | $23.5M | 0.40% | 2025-12-31 |
| 54 | Mariner, LLC | 691,005 | $22.9M | 0.39% | 2025-12-31 |
| 55 | RS CRUM INC. | 688,299 | $22.8M | 0.39% | 2025-12-31 |
| 56 | Integris Wealth Management, LLC | 676,654 | $22.4M | 0.38% | 2025-12-31 |
| 57 | Pinnacle Financial Group, LLC / IL | 675,774 | $22.4M | 0.38% | 2025-12-31 |
| 58 | Financial Plan, Inc. | 667,418 | $22.1M | 0.37% | 2025-12-31 |
| 59 | Financial Engines Advisors L.L.C. | 667,343 | $22.1M | 0.37% | 2025-12-31 |
| 60 | Eaton-Cambridge Inc. | 650,541 | $21.5M | 0.36% | 2025-12-31 |
| 61 | AdvisorNet Financial, Inc | 649,188 | $21.5M | 0.36% | 2025-12-31 |
| 62 | Stordahl Capital Management, Inc. | 648,861 | $21.5M | 0.36% | 2025-12-31 |
| 63 | Tencap Wealth Coaching, LLC | 614,169 | $20.3M | 0.34% | 2025-12-31 |
| 64 | Premier Financial Group | 608,085 | $20.1M | 0.34% | 2025-12-31 |
| 65 | Arax Advisory Partners | 604,679 | $20.0M | 0.34% | 2025-12-31 |
| 66 | COMMONWEALTH EQUITY SERVICES, LLC | 594,715 | $19.7M | 0.33% | 2025-12-31 |
| 67 | Evanson Asset Management, LLC | 579,153 | $19.2M | 0.32% | 2025-12-31 |
| 68 | KEB ASSET MANAGEMENT, LLC | 565,650 | $18.7M | 0.32% | 2025-12-31 |
| 69 | Heritage Investment Group, Inc. | 558,951 | $18.5M | 0.31% | 2025-12-31 |
| 70 | Private Wealth Management Group, LLC | 555,388 | $18.4M | 0.31% | 2025-12-31 |
| 71 | Ballentine Capital Advisors, Inc | 542,671 | $18.0M | 0.30% | 2025-12-31 |
| 72 | CAPSTONE CAPITAL LLC | 529,203 | $17.5M | 0.30% | 2025-12-31 |
| 73 | Aspen Capital Management, LLC | 524,885 | $17.4M | 0.29% | 2025-12-31 |
| 74 | Schoolcraft Capital LLC | 519,744 | $17.2M | 0.29% | 2025-12-31 |
| 75 | Vestmark Advisory Solutions, Inc. | 508,983 | $16.8M | 0.28% | 2025-12-31 |
| 76 | Leonard Rickey Investment Advisors P.L.L.C. | 505,008 | $16.7M | 0.28% | 2025-12-31 |
| 77 | Equita Financial Network, Inc. | 503,023 | $16.6M | 0.28% | 2025-12-31 |
| 78 | Creative Planning | 498,179 | $16.5M | 0.28% | 2025-12-31 |
| 79 | Flagstone Financial Management | 492,792 | $16.3M | 0.28% | 2025-12-31 |
| 80 | Peirce Capital Management, LLC | 492,266 | $16.3M | 0.27% | 2025-12-31 |
| 81 | Planning Center, Inc. | 491,490 | $16.3M | 0.27% | 2025-12-31 |
| 82 | Emprise Bank | 489,429 | $16.2M | 0.27% | 2025-12-31 |
| 83 | Financial Planning Navigators CORP | 473,647 | $15.7M | 0.26% | 2025-12-31 |
| 84 | Verisail Partners, LLC | 468,061 | $15.5M | 0.26% | 2025-12-31 |
| 85 | Kondo Wealth Advisors, Inc. | 454,063 | $15.0M | 0.25% | 2025-12-31 |
| 86 | Cambridge Financial Group, LLC | 545,310 | $14.9M | 0.30% | 2025-12-31 |
| 87 | Squire Investment Management Company, LLC | 444,894 | $14.7M | 0.25% | 2025-12-31 |
| 88 | Straight Path Wealth Management | 439,108 | $14.5M | 0.24% | 2025-12-31 |
| 89 | DecisionPoint Financial, LLC | 429,598 | $14.2M | 0.24% | 2025-12-31 |
| 90 | Discipline Wealth Solutions, LLC | 424,214 | $14.0M | 0.24% | 2025-12-31 |
| 91 | CARDIFF PARK ADVISORS, LLC | 422,874 | $14.0M | 0.24% | 2025-12-31 |
| 92 | Hassell Wealth Management, LLC | 401,317 | $13.9M | 0.22% | 2025-12-31 |
| 93 | BFSG, LLC | 407,067 | $13.5M | 0.23% | 2025-12-31 |
| 94 | Cravens & Co Advisors, LLC | 384,582 | $13.2M | 0.21% | 2025-12-31 |
| 95 | Financial Symmetry Inc | 385,417 | $12.7M | 0.21% | 2025-12-31 |
| 96 | Rachor Investment Advisory Services, LLC | 383,360 | $12.7M | 0.21% | 2025-12-31 |
| 97 | DELAP WEALTH ADVISORY, LLC | 381,498 | $12.6M | 0.21% | 2025-12-31 |
| 98 | Krilogy Financial LLC | 342,059 | $12.2M | 0.19% | 2025-12-31 |
| 99 | New Dimensions Wealth Management, LLC | 364,199 | $12.0M | 0.20% | 2025-12-31 |
| 100 | Level Financial Advisors | 361,010 | $11.9M | 0.20% | 2025-12-31 |
| 101 | BCU Wealth Advisors, LLC | 358,432 | $11.9M | 0.20% | 2025-12-31 |
| 102 | Physician Wealth Solutions Inc. | 356,677 | $11.8M | 0.20% | 2025-12-31 |
| 103 | Brady Martz Wealth Solutions, LLC | 349,070 | $11.5M | 0.19% | 2025-12-31 |
| 104 | Allworth Financial LP | 339,821 | $11.2M | 0.19% | 2025-12-31 |
| 105 | JGP Wealth Management, LLC | 338,580 | $11.2M | 0.19% | 2025-12-31 |
| 106 | Watchman Group, Inc. | 337,858 | $11.2M | 0.19% | 2025-12-31 |
| 107 | Kaufman Rossin Wealth, LLC | 337,708 | $11.2M | 0.19% | 2025-12-31 |
| 108 | NewEdge Advisors, LLC | 335,660 | $11.1M | 0.19% | 2025-12-31 |
| 109 | Blume Capital Management, Inc. | 335,561 | $11.1M | 0.19% | 2025-12-31 |
| 110 | OLD MISSION CAPITAL LLC | 334,424 | $11.1M | 0.19% | 2025-12-31 |
| 111 | Trust Co of the South | 329,869 | $10.9M | 0.18% | 2025-12-31 |
| 112 | RFG Advisory, LLC | 326,474 | $10.8M | 0.18% | 2025-12-31 |
| 113 | Foundation Wealth Management, LLC\PA | 325,185 | $10.8M | 0.18% | 2025-12-31 |
| 114 | Vannoy Advisory Group, Inc. | 324,658 | $10.7M | 0.18% | 2025-12-31 |
| 115 | Prospect Financial Group LLC | 321,766 | $10.6M | 0.18% | 2025-12-31 |
| 116 | HMV Wealth Advisors, LLC | 317,101 | $10.5M | 0.18% | 2025-12-31 |
| 117 | INTEGRITY ALLIANCE, LLC. | 316,648 | $10.5M | 0.17% | 2025-12-31 |
| 118 | Mills Wealth Advisors LLC | 313,769 | $10.4M | 0.17% | 2025-12-31 |
| 119 | Burk Holdings LLC | 312,748 | $10.3M | 0.17% | 2025-12-31 |
| 120 | NORTHWEST WEALTH MANAGEMENT, LLC | 309,777 | $10.2M | 0.17% | 2025-12-31 |
| 121 | Ruedi Wealth Management, Inc. | 309,068 | $10.2M | 0.17% | 2025-12-31 |
| 122 | Timonier Family Office, LTD. | 305,037 | $10.1M | 0.17% | 2025-12-31 |
| 123 | FAMILY WEALTH PARTNERS, LLC | 302,430 | $10.0M | 0.17% | 2025-12-31 |
| 124 | Integrity Advisory Solutions, LLC | 297,851 | $9.9M | 0.16% | 2025-12-31 |
| 125 | HTG Investment Advisors, Inc. | 294,698 | $9.7M | 0.16% | 2025-12-31 |
| 126 | Hurlow Wealth Management Group, Inc. | 293,189 | $9.7M | 0.16% | 2025-12-31 |
| 127 | Mattern Wealth Management LLC | 293,027 | $9.7M | 0.16% | 2025-12-31 |
| 128 | MENORA MIVTACHIM HOLDINGS LTD. | 286,479 | $9.5M | 0.16% | 2025-12-31 |
| 129 | Midwest Trust Co | 284,260 | $9.4M | 0.16% | 2025-12-31 |
| 130 | Friday Financial | 277,011 | $9.2M | 0.15% | 2025-12-31 |
| 131 | Fortitude Family Office, LLC | 271,257 | $9.0M | 0.15% | 2025-12-31 |
| 132 | United Wealth Management, LLC | 268,427 | $8.9M | 0.15% | 2025-12-31 |
| 133 | Integrated Wealth Concepts LLC | 268,331 | $8.9M | 0.15% | 2025-12-31 |
| 134 | Tilson Financial Group, Inc. | 268,094 | $8.9M | 0.15% | 2025-12-31 |
| 135 | Hippocratic Financial Advisors, LLC | 266,474 | $8.8M | 0.15% | 2025-12-31 |
| 136 | Foundations Investment Advisors, LLC | 266,350 | $8.8M | 0.15% | 2025-12-31 |
| 137 | American Investment Services, Inc. | 265,385 | $8.8M | 0.15% | 2025-12-31 |
| 138 | MML INVESTORS SERVICES, LLC | 262,582 | $8.7M | 0.14% | 2025-12-31 |
| 139 | BCO Wealth Management LLC | 257,203 | $8.5M | 0.14% | 2025-12-31 |
| 140 | SwitchPoint Financial Planning, LLC | 249,979 | $8.3M | 0.14% | 2025-12-31 |
| 141 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 248,556 | $8.2M | 0.14% | 2025-12-31 |
| 142 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 248,239 | $8.2M | 0.14% | 2025-12-31 |
| 143 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 247,488 | $8.2M | 0.14% | 2025-12-31 |
| 144 | Versant Capital Management, Inc | 246,211 | $8.1M | 0.13% | 2025-12-31 |
| 145 | SC&H Financial Advisors, Inc. | 241,423 | $8.0M | 0.13% | 2025-12-31 |
| 146 | QUARRY HILL ADVISORS, LLC | 241,160 | $8.0M | 0.13% | 2025-12-31 |
| 147 | Wealth Advisors Northwest LLC | 240,491 | $8.0M | 0.13% | 2025-12-31 |
| 148 | Lutz Financial Services LLC | 240,175 | $7.9M | 0.13% | 2025-12-31 |
| 149 | XY Planning Network, Inc. | 239,806 | $7.9M | 0.13% | 2025-12-31 |
| 150 | O'Connor Financial Group LLC | 220,686 | $7.8M | 0.12% | 2025-12-31 |
| 151 | DAVENPORT & Co LLC | 231,194 | $7.6M | 0.13% | 2025-12-31 |
| 152 | Hiley Hunt Wealth Management | 230,425 | $7.6M | 0.13% | 2025-12-31 |
| 153 | Gradient Capital Advisors, LLC | 230,304 | $7.6M | 0.13% | 2025-12-31 |
| 154 | Clarity Wealth Development LLC | 224,048 | $7.4M | 0.12% | 2025-12-31 |
| 155 | STUDIO INVESTMENT MANAGEMENT LLC | 219,120 | $7.2M | 0.12% | 2025-12-31 |
| 156 | KEYVANTAGE WEALTH, LLC | 218,386 | $7.2M | 0.12% | 2025-12-31 |
| 157 | Passive Capital Management, LLC. | 217,976 | $7.2M | 0.12% | 2025-12-31 |
| 158 | JFS WEALTH ADVISORS, LLC | 217,530 | $7.2M | 0.12% | 2025-12-31 |
| 159 | LIBERTY WEALTH MANAGEMENT LLC | 217,283 | $7.2M | 0.12% | 2025-12-31 |
| 160 | SCRATCH CAPITAL LLC | 214,377 | $7.1M | 0.12% | 2025-12-31 |
| 161 | Orion Porfolio Solutions, LLC | 214,214 | $7.1M | 0.12% | 2025-12-31 |
| 162 | B&D White Capital Company, LLC | 214,023 | $7.1M | 0.12% | 2025-12-31 |
| 163 | Pacific Asset Management, LLC | 213,025 | $7.0M | 0.12% | 2025-12-31 |
| 164 | Financial Harvest, LLC | 210,609 | $7.0M | 0.11% | 2025-12-31 |
| 165 | CLUNE & ASSOCIATES, LTD. | 210,337 | $7.0M | 0.11% | 2025-12-31 |
| 166 | ARK & TLK INVESTMENTS, LLC | 205,313 | $6.8M | 0.11% | 2025-12-31 |
| 167 | CLIENT 1ST ADVISORY GROUP, LLC | 203,340 | $6.7M | 0.11% | 2025-12-31 |
| 168 | HB Wealth Management, LLC | 200,786 | $6.6M | 0.11% | 2025-12-31 |
| 169 | OSAIC HOLDINGS, INC. | 198,651 | $6.6M | 0.11% | 2025-12-31 |
| 170 | KFG WEALTH MANAGEMENT, LLC | 186,245 | $6.2M | 0.10% | 2025-12-31 |
| 171 | SageOak Financial, LLC | 182,310 | $6.0M | 0.10% | 2025-12-31 |
| 172 | Longview Financial Advisors LLC | 181,478 | $6.0M | 0.10% | 2025-12-31 |
| 173 | VESTIA PERSONAL WEALTH ADVISORS | 169,761 | $5.9M | 0.09% | 2025-12-31 |
| 174 | Vantage Point Financial LLC | 179,664 | $5.9M | 0.10% | 2025-12-31 |
| 175 | TRUIST FINANCIAL CORP | 179,086 | $5.9M | 0.10% | 2025-12-31 |
| 176 | North Ridge Wealth Advisors, Inc. | 178,383 | $5.9M | 0.10% | 2025-12-31 |
| 177 | Sensenig Capital Advisors, Inc | 177,356 | $5.9M | 0.10% | 2025-12-31 |
| 178 | Modern Wealth Management, LLC | 172,070 | $5.7M | 0.09% | 2025-12-31 |
| 179 | Kestra Advisory Services, LLC | 170,751 | $5.6M | 0.09% | 2025-12-31 |
| 180 | RCS Financial Planning, LLC | 164,686 | $5.4M | 0.09% | 2025-12-31 |
| 181 | Vistica Wealth Advisors, LLC | 163,805 | $5.4M | 0.09% | 2025-12-31 |
| 182 | LifeGuide Financial Advisors, LLC | 157,246 | $5.3M | 0.08% | 2025-12-31 |
| 183 | Geneos Wealth Management Inc. | 159,561 | $5.3M | 0.09% | 2025-12-31 |
| 184 | Arcadia Wealth Management, Inc. | 159,346 | $5.3M | 0.09% | 2025-12-31 |
| 185 | CLARIS ADVISORS, LLC / MO / | 154,547 | $5.1M | 0.08% | 2025-12-31 |
| 186 | Austin Wealth Management, LLC | 143,133 | $4.9M | 0.08% | 2025-12-31 |
| 187 | HBE Wealth Management, LLC | 146,581 | $4.8M | 0.08% | 2025-12-31 |
| 188 | Prism Planning Partners LLC | 142,474 | $4.7M | 0.08% | 2025-12-31 |
| 189 | Pillar Financial Advisors, LLC | 140,799 | $4.7M | 0.08% | 2025-12-31 |
| 190 | EP Wealth Advisors, LLC | 140,070 | $4.6M | 0.07% | 2025-12-31 |
| 191 | Conrad Siegel Investment Advisors, Inc. | 138,059 | $4.6M | 0.07% | 2025-12-31 |
| 192 | Avant Financial Advisors LLC | 137,037 | $4.5M | 0.07% | 2025-12-31 |
| 193 | Foundry Financial LLC | 136,862 | $4.5M | 0.07% | 2025-12-31 |
| 194 | TCI Wealth Advisors, Inc. | 135,980 | $4.5M | 0.07% | 2025-12-31 |
| 195 | Hutchens & Kramer Investment Management Group, LLC | 134,314 | $4.4M | 0.07% | 2025-12-31 |
| 196 | CogentBlue Wealth Advisors, LLC | 129,920 | $4.3M | 0.07% | 2025-12-31 |
| 197 | RIVERCHASE WEALTH MANAGEMENT, LLC | 129,386 | $4.3M | 0.07% | 2025-12-31 |
| 198 | BetterWealth, LLC | 129,130 | $4.3M | 0.07% | 2025-12-31 |
| 199 | PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 128,301 | $4.2M | 0.07% | 2025-12-31 |
| 200 | Visionary Wealth Advisors | 122,151 | $4.0M | 0.06% | 2025-12-31 |
| 201 | GRAND WEALTH MANAGEMENT, LLC | 119,231 | $3.9M | 0.06% | 2025-12-31 |
| 202 | Porter White Investment Advisors, Inc. | 118,379 | $3.9M | 0.06% | 2025-12-31 |
| 203 | Avior Wealth Management, LLC | 117,027 | $3.9M | 0.06% | 2025-12-31 |
| 204 | Accurate Wealth Management, LLC | 110,355 | $3.8M | 0.06% | 2025-12-31 |
| 205 | VISTA CAPITAL PARTNERS, INC. | 113,878 | $3.8M | 0.06% | 2025-12-31 |
| 206 | Apollon Wealth Management, LLC | 113,600 | $3.8M | 0.06% | 2025-12-31 |
| 207 | SJS Investment Consulting Inc. | 112,801 | $3.7M | 0.06% | 2025-12-31 |
| 208 | Tillman Hartley LLC | 112,191 | $3.7M | 0.06% | 2025-12-31 |
| 209 | JPMORGAN CHASE & CO | 109,165 | $3.6M | 0.06% | 2025-12-31 |
| 210 | Waterfront Wealth Inc. | 100,751 | $3.6M | 0.05% | 2025-12-31 |
| 211 | LEGACY FINANCIAL GROUP, INC. | 108,392 | $3.6M | 0.06% | 2025-12-31 |
| 212 | Family Office Research LLC | 108,371 | $3.6M | 0.06% | 2025-12-31 |
| 213 | RAYMOND JAMES FINANCIAL INC | 107,730 | $3.6M | 0.06% | 2025-12-31 |
| 214 | American Capital Advisory, LLC | 107,694 | $3.6M | 0.06% | 2025-12-31 |
| 215 | Simplicity Wealth,LLC | 107,381 | $3.6M | 0.06% | 2025-12-31 |
| 216 | Wheels Up Wealth, Inc. | 107,273 | $3.5M | 0.06% | 2025-12-31 |
| 217 | Platform Wealth Management, LLC | 104,901 | $3.5M | 0.05% | 2025-12-31 |
| 218 | Five Oceans Advisors | 103,937 | $3.4M | 0.05% | 2025-12-31 |
| 219 | W.H. Cornerstone Investments Inc. | 103,628 | $3.4M | 0.05% | 2025-12-31 |
| 220 | Bridgewater Advisors Inc. | 97,802 | $3.4M | 0.05% | 2025-12-31 |
| 221 | Sowell Financial Services LLC | 103,025 | $3.4M | 0.05% | 2025-12-31 |
| 222 | FIDUCIARY FINANCIAL GROUP, LLC | 102,897 | $3.4M | 0.05% | 2025-12-31 |
| 223 | Total Wealth Planning, LLC | 100,344 | $3.3M | 0.05% | 2025-12-31 |
| 224 | Kane Co Wealth Management, Inc. | 99,696 | $3.3M | 0.05% | 2025-12-31 |
| 225 | JDH Wealth Management, LLC | 98,378 | $3.3M | 0.05% | 2025-12-31 |
| 226 | Helen Stephens Group, LLC | 97,740 | $3.2M | 0.05% | 2025-12-31 |
| 227 | CAPTRUST FINANCIAL ADVISORS | 97,699 | $3.2M | 0.05% | 2025-12-31 |
| 228 | Signature Resources Capital Management, LLC | 96,044 | $3.2M | 0.05% | 2025-12-31 |
| 229 | Capstone Wealth Management, LLC | 91,832 | $3.0M | 0.05% | 2025-12-31 |
| 230 | Shore Point Advisors, LLC | 90,063 | $3.0M | 0.05% | 2025-12-31 |
| 231 | JNBA Financial Advisors | 89,983 | $3.0M | 0.05% | 2025-12-31 |
| 232 | CFS Investment Advisory Services, LLC | 89,126 | $2.9M | 0.05% | 2025-12-31 |
| 233 | TFO Wealth Partners, LLC | 87,136 | $2.9M | 0.04% | 2025-12-31 |
| 234 | AXXCESS WEALTH MANAGEMENT, LLC | 86,823 | $2.9M | 0.04% | 2025-12-31 |
| 235 | Strengthening Families & Communities, LLC | 84,352 | $2.8M | 0.04% | 2025-12-31 |
| 236 | AQR CAPITAL MANAGEMENT LLC | 84,247 | $2.8M | 0.04% | 2025-12-31 |
| 237 | ShankerValleau Wealth Advisors, Inc. | 83,667 | $2.8M | 0.04% | 2025-12-31 |
| 238 | Parkwoods Wealth Partners, LLC | 80,903 | $2.7M | 0.04% | 2025-12-31 |
| 239 | EverSource Wealth Advisors, LLC | 80,668 | $2.7M | 0.04% | 2025-12-31 |
| 240 | Austin Asset Management Co Inc | 80,114 | $2.7M | 0.04% | 2025-12-31 |
| 241 | BluePrint Investing LLC | 79,650 | $2.6M | 0.04% | 2025-12-31 |
| 242 | Abel Hall, LLC | 79,280 | $2.6M | 0.04% | 2025-12-31 |
| 243 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 76,070 | $2.5M | 0.04% | 2025-12-31 |
| 244 | Shearwater Capital LLC | 75,226 | $2.5M | 0.04% | 2025-12-31 |
| 245 | Keyes, Stange & Wooten Wealth Management, LLC | 74,910 | $2.5M | 0.04% | 2025-12-31 |
| 246 | HEFFERNAN ADVISORY, INC | 72,539 | $2.4M | 0.04% | 2025-12-31 |
| 247 | PW ADVISORS, LLC \ FL | 72,345 | $2.4M | 0.04% | 2025-12-31 |
| 248 | Farther Finance Advisors, LLC | 72,266 | $2.4M | 0.04% | 2025-12-31 |
| 249 | Wealthcare Advisory Partners LLC | 68,931 | $2.3M | 0.03% | 2025-12-31 |
| 250 | DOPKINS WEALTH MANAGEMENT, LLC | 65,625 | $2.2M | 0.03% | 2025-12-31 |
| 251 | Waverly Advisors, LLC | 64,799 | $2.1M | 0.03% | 2025-12-31 |
| 252 | MONETA GROUP INVESTMENT ADVISORS LLC | 64,129 | $2.1M | 0.03% | 2025-12-31 |
| 253 | Rialto Wealth Management, LLC | 62,739 | $2.1M | 0.03% | 2025-12-31 |
| 254 | Smartleaf Asset Management LLC | 62,384 | $2.1M | 0.03% | 2025-12-31 |
| 255 | SHUFRO ROSE & CO LLC | 62,339 | $2.1M | 0.03% | 2025-12-31 |
| 256 | VeraBank, N.A. | 61,250 | $2.0M | 0.03% | 2025-12-31 |
| 257 | WorthPointe, LLC | 60,469 | $2.0M | 0.03% | 2025-12-31 |
| 258 | Triad Wealth Partners, LLC | 59,906 | $2.0M | 0.03% | 2025-12-31 |
| 259 | Parallel Advisors, LLC | 59,796 | $2.0M | 0.03% | 2025-12-31 |
| 260 | Strategent Financial, LLC | 59,680 | $2.0M | 0.03% | 2025-12-31 |
| 261 | Veratis Advisors, Inc. | 53,576 | $2.0M | 0.03% | 2025-12-31 |
| 262 | Security Financial Services, INC. | 58,336 | $1.9M | 0.03% | 2025-12-31 |
| 263 | ENZI WEALTH | 54,057 | $1.9M | 0.03% | 2025-12-31 |
| 264 | Financial Alternatives, Inc | 56,527 | $1.9M | 0.03% | 2025-12-31 |
| 265 | Sprinkle Financial Consultants LLC | 56,197 | $1.9M | 0.03% | 2025-12-31 |
| 266 | Chicago Partners Investment Group LLC | 51,634 | $1.8M | 0.02% | 2025-12-31 |
| 267 | Liberty Capital Management, Inc. | 55,216 | $1.8M | 0.03% | 2025-12-31 |
| 268 | ENTREWEALTH, LLC | 49,702 | $1.8M | 0.02% | 2025-12-31 |
| 269 | Perigon Wealth Management, LLC | 54,301 | $1.8M | 0.03% | 2025-12-31 |
| 270 | Graves Light Lenhart Wealth, Inc. | 53,112 | $1.8M | 0.03% | 2025-12-31 |
| 271 | PINNEY & SCOFIELD, INC. | 51,655 | $1.7M | 0.02% | 2025-12-31 |
| 272 | Ballast Financial Advisors LLC | 51,591 | $1.7M | 0.02% | 2025-12-31 |
| 273 | Applied Capital LLC | 51,578 | $1.7M | 0.02% | 2025-12-31 |
| 274 | Vestment Financial LLC | 49,628 | $1.7M | 0.02% | 2025-12-31 |
| 275 | Abacus Planning Group, Inc. | 51,311 | $1.7M | 0.02% | 2025-12-31 |
| 276 | BDFS Capital LLC | 50,972 | $1.7M | 0.02% | 2025-12-31 |
| 277 | Torren Management, LLC | 50,903 | $1.7M | 0.02% | 2025-12-31 |
| 278 | Core Wealth Management, Inc. | 50,408 | $1.7M | 0.02% | 2025-12-31 |
| 279 | Breakwater Capital Group | 50,067 | $1.7M | 0.02% | 2025-12-31 |
| 280 | NWAM LLC | 47,634 | $1.7M | 0.02% | 2025-12-31 |
| 281 | Lodestone Wealth Management LLC | 49,251 | $1.6M | 0.02% | 2025-12-31 |
| 282 | Savvy Advisors, Inc. | 48,562 | $1.6M | 0.02% | 2025-12-31 |
| 283 | Ariadne Wealth Management, LP | 43,513 | $1.6M | 0.02% | 2025-12-31 |
| 284 | Essential Planning, LLC. | 47,830 | $1.6M | 0.02% | 2025-12-31 |
| 285 | Approach Retirement Advisors, LLC | 47,606 | $1.6M | 0.02% | 2025-12-31 |
| 286 | MORGAN STANLEY | 46,406 | $1.5M | 0.02% | 2025-12-31 |
| 287 | Edge Financial Advisors LLC | 57,352 | $1.5M | 0.03% | 2025-12-31 |
| 288 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 43,879 | $1.5M | 0.02% | 2025-12-31 |
| 289 | FMB WEALTH MANAGEMENT | 45,356 | $1.5M | 0.02% | 2025-12-31 |
| 290 | Aegis Wealth Management LLC | 43,426 | $1.4M | 0.02% | 2025-12-31 |
| 291 | POINCIANA ADVISORS GROUP, LLC | 42,087 | $1.4M | 0.02% | 2025-12-31 |
| 292 | Root Financial Partners, LLC | 41,639 | $1.4M | 0.02% | 2025-12-31 |
| 293 | Grunden Financial Advisory, Inc. | 41,193 | $1.4M | 0.02% | 2025-12-31 |
| 294 | Vise Technologies, Inc. | 41,013 | $1.4M | 0.02% | 2025-12-31 |
| 295 | Austin Private Wealth, LLC | 40,673 | $1.3M | 0.02% | 2025-12-31 |
| 296 | Meritas Wealth Management, LLC | 40,417 | $1.3M | 0.02% | 2025-12-31 |
| 297 | Wedmont Private Capital | 38,960 | $1.3M | 0.02% | 2025-12-31 |
| 298 | Empire Financial Management Company, LLC | 39,388 | $1.3M | 0.02% | 2025-12-31 |
| 299 | BROWN ADVISORY INC | 38,666 | $1.3M | 0.02% | 2025-12-31 |
| 300 | UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 35,199 | $1.3M | 0.02% | 2025-12-31 |
| 301 | Schubert & Co | 38,384 | $1.3M | 0.02% | 2025-12-31 |
| 302 | Avise Financial Cooperative, Inc. | 38,220 | $1.3M | 0.02% | 2025-12-31 |
| 303 | Live Oak Private Wealth LLC | 38,198 | $1.3M | 0.02% | 2025-12-31 |
| 304 | Advisory Services Network, LLC | 37,847 | $1.3M | 0.02% | 2025-12-31 |
| 305 | MORRIS FINANCIAL CONCEPTS, INC. | 37,154 | $1.2M | 0.02% | 2025-12-31 |
| 306 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 37,015 | $1.2M | 0.02% | 2025-12-31 |
| 307 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 36,815 | $1.2M | 0.02% | 2025-12-31 |
| 308 | SageView Advisory Group, LLC | 36,470 | $1.2M | 0.02% | 2025-12-31 |
| 309 | SIGNET FINANCIAL MANAGEMENT, LLC | 35,441 | $1.2M | 0.02% | 2025-12-31 |
| 310 | AssuredPartners Investment Advisors, LLC | 33,875 | $1.1M | 0.01% | 2025-12-31 |
| 311 | Two West Capital Advisors LLC | 33,529 | $1.1M | 0.01% | 2025-12-31 |
| 312 | Royal Bank of Canada | 33,274 | $1.1M | 0.01% | 2025-12-31 |
| 313 | First Financial Group Corp | 33,215 | $1.1M | 0.01% | 2025-12-31 |
| 314 | 25 LLC | 30,938 | $1.0M | 0.01% | 2025-12-31 |
| 315 | Belleair Asset Management, LLC | 30,825 | $1.0M | 0.01% | 2025-12-31 |
| 316 | Gemmer Asset Management LLC | 30,566 | $1.0M | 0.01% | 2025-12-31 |
| 317 | Elite Life Management LLC | 27,737 | $1.0M | 0.01% | 2025-12-31 |
| 318 | FIRETHORN WEALTH PARTNERS, LLC | 30,026 | $993.3K | 0.01% | 2025-12-31 |
| 319 | RF&L WEALTH MANAGEMENT, LLC | 28,725 | $950.2K | 0.01% | 2025-12-31 |
| 320 | BAYSHORE ASSET MANAGEMENT, LLC | 28,608 | $946.4K | 0.01% | 2025-12-31 |
| 321 | CITIGROUP INC | 27,962 | $925.0K | 0.01% | 2025-12-31 |
| 322 | Sterling Wealth Advisors Inc | 27,542 | $911.1K | 0.01% | 2025-12-31 |
| 323 | Clear Creek Financial Management, LLC | 27,540 | $911.0K | 0.01% | 2025-12-31 |
| 324 | U.S. Capital Wealth Advisors, LLC | 27,509 | $910.0K | 0.01% | 2025-12-31 |
| 325 | Quantinno Capital Management LP | 26,940 | $891.2K | 0.01% | 2025-12-31 |
| 326 | GeoWealth Management, LLC | 26,461 | $875.3K | 0.01% | 2025-12-31 |
| 327 | Wealthspire Advisors, LLC | 26,383 | $872.8K | 0.01% | 2025-12-31 |
| 328 | Altiora Financial Group, LLC | 25,938 | $858.0K | 0.01% | 2025-12-31 |
| 329 | marrick wealth, LLC | 25,615 | $847.3K | 0.01% | 2025-12-31 |
| 330 | Strathmore Capital Advisors, Inc. | 24,762 | $819.1K | 0.01% | 2025-12-31 |
| 331 | CreativeOne Wealth, LLC | 23,630 | $781.7K | 0.01% | 2025-12-31 |
| 332 | Lauterbach Financial Advisors, LLC | 23,333 | $771.8K | 0.01% | 2025-12-31 |
| 333 | Beacon Financial Advisory LLC | 23,219 | $768.1K | 0.01% | 2025-12-31 |
| 334 | NorthCrest Asset Manangement, LLC | 22,216 | $757.1K | 0.01% | 2025-12-31 |
| 335 | Ridgeline Wealth, LLC | 22,616 | $748.1K | 0.01% | 2025-12-31 |
| 336 | BURNEY CO/ | 21,831 | $722.2K | 0.01% | 2025-12-31 |
| 337 | Legacy Capital Wealth Partners, LLC | 21,705 | $718.0K | 0.01% | 2025-12-31 |
| 338 | FLPUTNAM INVESTMENT MANAGEMENT CO | 21,673 | $716.9K | 0.01% | 2025-12-31 |
| 339 | Werba Rubin Papier Wealth Management | 21,614 | $715.0K | 0.01% | 2025-12-31 |
| 340 | Private Advisor Group, LLC | 21,548 | $712.8K | 0.01% | 2025-12-31 |
| 341 | Blossom Wealth Management | 20,937 | $692.6K | 0.01% | 2025-12-31 |
| 342 | Modera Wealth Management, LLC | 20,538 | $679.4K | 0.01% | 2025-12-31 |
| 343 | RTD Financial Advisors, Inc. | 20,423 | $675.6K | 0.01% | 2025-12-31 |
| 344 | Oath Planning, LLC | 20,296 | $671.4K | 0.01% | 2025-12-31 |
| 345 | Daner Wealth Management, LLC | 18,301 | $669.3K | 0.01% | 2025-12-31 |
| 346 | Disciplined Investments, LLC | 20,041 | $663.0K | 0.01% | 2025-12-31 |
| 347 | GEM Asset Management, LLC | 19,170 | $655.1K | 0.01% | 2025-12-31 |
| 348 | ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 19,679 | $651.0K | 0.01% | 2025-12-31 |
| 349 | GREAT VALLEY ADVISOR GROUP, INC. | 19,592 | $648.5K | 0.01% | 2025-12-31 |
| 350 | E6 Portfolios, LLC | 19,541 | $646.4K | 0.01% | 2025-12-31 |
| 351 | Ashton Thomas Private Wealth, LLC | 18,673 | $617.7K | 0.01% | 2025-12-31 |
| 352 | RB Capital Management, LLC | 18,624 | $616.1K | 0.01% | 2025-12-31 |
| 353 | Chico Wealth RIA | 18,235 | $603.2K | 0.01% | 2025-12-31 |
| 354 | Oceanside Advisors LLC | 18,024 | $596.2K | 0.01% | 2025-12-31 |
| 355 | Cogent Private Wealth, Inc. | 17,253 | $570.7K | 0.00% | 2025-12-31 |
| 356 | FMR LLC | 16,956 | $560.9K | 0.00% | 2025-12-31 |
| 357 | Canvas Wealth Advisors, LLC | 16,796 | $555.6K | 0.00% | 2025-12-31 |
| 358 | Quad-Cities Investment Group, LLC | 16,560 | $547.8K | 0.00% | 2025-12-31 |
| 359 | Gordian Advisors LLC | 16,509 | $546.1K | 0.00% | 2025-12-31 |
| 360 | Drucker Wealth 3.0, LLC | 16,416 | $543.0K | 0.00% | 2025-12-31 |
| 361 | Higgins & Schmidt Wealth Strategies LLC | 16,333 | $540.3K | 0.00% | 2025-12-31 |
| 362 | Astra Wealth Partners LLC | 16,183 | $535.4K | 0.00% | 2025-12-31 |
| 363 | SEVEN MILE ADVISORY | 16,067 | $531.5K | 0.00% | 2025-12-31 |
| 364 | Tortoise Investment Management, LLC | 15,952 | $527.7K | 0.00% | 2025-12-31 |
| 365 | Geometric Wealth Advisors | 15,709 | $519.7K | 0.00% | 2025-12-31 |
| 366 | Equitable Holdings, Inc. | 15,670 | $518.4K | 0.00% | 2025-12-31 |
| 367 | Fortis Capital Management LLC | 15,385 | $508.9K | 0.00% | 2025-12-31 |
| 368 | True Wealth Design, LLC | 15,345 | $507.6K | 0.00% | 2025-12-31 |
| 369 | Cresset Asset Management, LLC | 16,989 | $504.2K | 0.00% | 2025-12-31 |
| 370 | Caprock Group, LLC | 14,957 | $494.8K | 0.00% | 2025-12-31 |
| 371 | Morling Financial Advisors, LLC | 14,529 | $480.6K | 0.00% | 2025-12-31 |
| 372 | LAM GROUP, INC. | 14,300 | $473.0K | 0.00% | 2025-12-31 |
| 373 | ENTRUST FINANCIAL LLC | 13,963 | $461.9K | 0.00% | 2025-12-31 |
| 374 | VanderPol Investments L.L.C. | 13,820 | $457.2K | 0.00% | 2025-12-31 |
| 375 | Index Fund Advisors, Inc. | 13,501 | $446.6K | 0.00% | 2025-12-31 |
| 376 | Excelsior Advisor Network LLC | 13,349 | $441.6K | 0.00% | 2025-12-31 |
| 377 | Rockefeller Capital Management L.P. | 12,978 | $429.3K | 0.00% | 2025-12-31 |
| 378 | CITIZENS & NORTHERN CORP | 12,833 | $424.5K | 0.00% | 2025-12-31 |
| 379 | Aurelius Family Office LLC | 12,421 | $423.3K | 0.00% | 2025-12-31 |
| 380 | Opulen Financial Group LLC | 12,355 | $408.7K | 0.00% | 2025-12-31 |
| 381 | Mustard Seed Financial, LLC | 12,267 | $405.8K | 0.00% | 2025-12-31 |
| 382 | Quadrature Capital Ltd | 12,214 | $404.0K | 0.00% | 2025-12-31 |
| 383 | Brookstone Capital Management | 12,192 | $403.3K | 0.00% | 2025-12-31 |
| 384 | Prime Capital Investment Advisors, LLC | 12,129 | $401.2K | 0.00% | 2025-12-31 |
| 385 | Schulz Wealth, LTD. | 11,762 | $389.1K | 0.00% | 2025-12-31 |
| 386 | Pathstone Holdings, LLC | 11,568 | $382.7K | 0.00% | 2025-12-31 |
| 387 | Donalies Financial Planning, LLC | 11,110 | $367.5K | 0.00% | 2025-12-31 |
| 388 | Brooklyn Investment Group | 11,088 | $366.7K | 0.00% | 2025-12-31 |
| 389 | TCFG WEALTH MANAGEMENT, LLC | 10,802 | $357.3K | 0.00% | 2025-12-31 |
| 390 | McGrath & Associates, Inc. | 10,798 | $357.2K | 0.00% | 2025-12-31 |
| 391 | MISSION WEALTH MANAGEMENT, LP | 10,746 | $355.5K | 0.00% | 2025-12-31 |
| 392 | Boyce & Associates Wealth Consulting, Inc. | 10,636 | $351.9K | 0.00% | 2025-12-31 |
| 393 | Lifeworks Advisors, LLC | 10,629 | $351.6K | 0.00% | 2025-12-31 |
| 394 | Cascade Financial Partners, LLC | 10,500 | $347.3K | 0.00% | 2025-12-31 |
| 395 | Cetera Investment Advisers | 10,436 | $345.2K | 0.00% | 2025-12-31 |
| 396 | Blue Trust, Inc. | 10,161 | $336.1K | 0.00% | 2025-12-31 |
| 397 | Merit Financial Group, LLC | 10,112 | $334.5K | 0.00% | 2025-12-31 |
| 398 | Arkadios Wealth Advisors | 9,910 | $327.8K | 0.00% | 2025-12-31 |
| 399 | BAKER TILLY WEALTH MANAGEMENT, LLC | 9,802 | $324.3K | 0.00% | 2025-12-31 |
| 400 | Disciplined Equity Management, Inc. | 9,460 | $312.9K | 0.00% | 2025-12-31 |
| 401 | Clearstead Advisors, LLC | 9,320 | $308.3K | 0.00% | 2025-12-31 |
| 402 | TIAA TRUST, NATIONAL ASSOCIATION | 9,059 | $299.7K | 0.00% | 2025-12-31 |
| 403 | Compass Ion Advisors, LLC | 8,951 | $296.1K | 0.00% | 2025-12-31 |
| 404 | JOHNSON INVESTMENT COUNSEL INC | 8,808 | $291.4K | 0.00% | 2025-12-31 |
| 405 | EVOKE WEALTH, LLC | 8,807 | $291.3K | 0.00% | 2025-12-31 |
| 406 | TANDEMGROWTH FINANCIAL ADVISORS LLC | 8,773 | $290.2K | 0.00% | 2025-12-31 |
| 407 | HARBOUR INVESTMENTS, INC. | 8,509 | $281.5K | 0.00% | 2025-12-31 |
| 408 | Riverbend Wealth Management, LLC | 8,385 | $277.4K | 0.00% | 2025-12-31 |
| 409 | NAPLES GLOBAL ADVISORS, LLC | 8,384 | $277.3K | 0.00% | 2025-12-31 |
| 410 | GLENMEDE TRUST CO NA | 7,960 | $263.3K | 0.00% | 2025-12-31 |
| 411 | NORTHERN TRUST CORP | 7,885 | $260.8K | 0.00% | 2025-12-31 |
| 412 | NFP Retirement, Inc. | 7,818 | $258.6K | 0.00% | 2025-12-31 |
| 413 | Freedom Investment Management, Inc. | 7,706 | $254.9K | 0.00% | 2025-12-31 |
| 414 | Babb Wealth Advisors LLC | 7,485 | $247.6K | 0.00% | 2025-12-31 |
| 415 | Strategic Blueprint, LLC | 7,420 | $245.5K | 0.00% | 2025-12-31 |
| 416 | Valeo Financial Advisors, LLC | 7,308 | $241.8K | 0.00% | 2025-12-31 |
| 417 | Patriot Financial Group Insurance Agency, LLC | 7,105 | $235.0K | 0.00% | 2025-12-31 |
| 418 | OneAscent Family Office, LLC | 7,101 | $234.9K | 0.00% | 2025-12-31 |
| 419 | Signal Advisors Wealth, LLC | 7,088 | $234.5K | 0.00% | 2025-12-31 |
| 420 | SILVER OAK SECURITIES, INCORPORATED | 6,944 | $230.3K | 0.00% | 2025-12-31 |
| 421 | GTS SECURITIES LLC | 6,937 | $229.5K | 0.00% | 2025-12-31 |
| 422 | SILVER OAK WEALTH ADVISORS SERVICES, LLC | 6,900 | $228.3K | 0.00% | 2025-12-31 |
| 423 | SB Capital Management Inc | 6,765 | $223.8K | 0.00% | 2025-12-31 |
| 424 | Zhang Financial LLC | 6,625 | $219.2K | 0.00% | 2025-12-31 |
| 425 | Sunpointe, LLC | 6,619 | $218.9K | 0.00% | 2025-12-31 |
| 426 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | 6,560 | $217.0K | 0.00% | 2025-12-31 |
| 427 | Summit Financial Strategies, Inc. | 6,439 | $213.0K | 0.00% | 2025-12-31 |
| 428 | VestGen Advisors, LLC | 6,424 | $212.5K | 0.00% | 2025-12-31 |
| 429 | C M BIDWELL & ASSOCIATES LTD | 6,390 | $211.4K | 0.00% | 2025-12-31 |
| 430 | SUMMIT WEALTH GROUP LLC / CO | 6,384 | $211.2K | 0.00% | 2025-12-31 |
| 431 | PRIVATE TRUST CO NA | 6,282 | $207.8K | 0.00% | 2025-12-31 |
| 432 | STIFEL FINANCIAL CORP | 6,266 | $207.3K | 0.00% | 2025-12-31 |
| 433 | Pine Harbor Wealth Management, LLC | 6,247 | $206.7K | 0.00% | 2025-12-31 |
| 434 | TAGStone Capital, Inc. | 6,399 | $205.2K | 0.00% | 2025-12-31 |
| 435 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 6,204 | $205.2K | 0.00% | 2025-12-31 |
| 436 | Colonial Trust Co / SC | 5,889 | $194.8K | 0.00% | 2025-12-31 |
| 437 | SYM FINANCIAL Corp | 5,888 | $194.8K | 0.00% | 2025-12-31 |
| 438 | MARYLAND CAPITAL ADVISORS INC. | 5,401 | $178.7K | 0.00% | 2025-12-31 |
| 439 | Glass Jacobson Investment Advisors llc | 5,208 | $172.3K | 0.00% | 2025-12-31 |
| 440 | Frankly Finances, LLC | 5,150 | $170.4K | 0.00% | 2025-12-31 |
| 441 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4,602 | $152.2K | 0.00% | 2025-12-31 |
| 442 | Millstone Evans Group, LLC | 4,572 | $151.3K | 0.00% | 2025-12-31 |
| 443 | ELEVATION WEALTH PARTNERS, LLC | 4,094 | $135.4K | 0.00% | 2025-12-31 |
| 444 | IFP Advisors, Inc | 4,055 | $130.1K | 0.00% | 2025-12-31 |
| 445 | ROGCO, LP | 3,887 | $128.6K | 0.00% | 2025-12-31 |
| 446 | Vermillion Wealth Management, Inc. | 3,804 | $125.8K | 0.00% | 2025-12-31 |
| 447 | WELLS FARGO & COMPANY/MN | 3,657 | $121.0K | 0.00% | 2025-12-31 |
| 448 | Ares Financial Consulting, LLC | 3,480 | $115.1K | 0.00% | 2025-12-31 |
| 449 | Atlantic Union Bankshares Corp | 3,386 | $112.0K | 0.00% | 2025-12-31 |
| 450 | SIGNATUREFD, LLC | 3,319 | $109.8K | 0.00% | 2025-12-31 |
| 451 | Stone House Investment Management, LLC | 3,122 | $103.3K | 0.00% | 2025-12-31 |
| 452 | FRANKLIN RESOURCES INC | 3,120 | $103.2K | 0.00% | 2025-12-31 |
| 453 | Keystone Financial Group, Inc. | 2,706 | $89.5K | 0.00% | 2025-12-31 |
| 454 | Steward Partners Investment Advisory, LLC | 2,649 | $87.6K | 0.00% | 2025-12-31 |
| 455 | WealthCollab, LLC | 2,601 | $86.0K | 0.00% | 2025-12-31 |
| 456 | MTM Investment Management, LLC | 2,577 | $85.2K | 0.00% | 2025-12-31 |
| 457 | AE Wealth Management LLC | 2,439 | $80.7K | 0.00% | 2025-12-31 |
| 458 | Physician Wealth Advisors, Inc. | 2,427 | $80.3K | 0.00% | 2025-12-31 |
| 459 | Evensky & Katz LLC | 2,415,304 | $79.9K | 1.37% | 2025-12-31 |
| 460 | Keating Financial Advisory Services, Inc. | 2,217 | $73.3K | 0.00% | 2025-12-31 |
| 461 | FIFTH THIRD BANCORP | 2,096 | $69.3K | 0.00% | 2025-12-31 |
| 462 | Crewe Advisors LLC | 2,084 | $68.9K | 0.00% | 2025-12-31 |
| 463 | CWM, LLC | 1,674,861 | $55.4K | 0.95% | 2025-12-31 |