CUSIP 25434V740
DIMENSIONAL ETF TRUST
259 institutions · $948.8M total · 28,639,352 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Asset Dedication, LLC | 2,652,610 | $89.5M | 9.26% | 2025-12-31 |
| 2 | JONES FINANCIAL COMPANIES LLLP | 1,622,858 | $54.8M | 5.66% | 2025-12-31 |
| 3 | RITHOLTZ WEALTH MANAGEMENT | 1,341,125 | $45.2M | 4.68% | 2025-12-31 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 337,466 | $44.7M | 1.17% | 2025-12-31 |
| 5 | HighTower Advisors, LLC | 932,682 | $31.5M | 3.25% | 2025-12-31 |
| 6 | RAYMOND JAMES FINANCIAL INC | 899,043 | $30.3M | 3.13% | 2025-12-31 |
| 7 | FMR LLC | 831,372 | $28.1M | 2.90% | 2025-12-31 |
| 8 | Sensible Money, LLC | 730,900 | $24.7M | 2.55% | 2025-12-31 |
| 9 | True Wealth Design, LLC | 704,601 | $23.8M | 2.46% | 2025-12-31 |
| 10 | EXENCIAL WEALTH ADVISORS, LLC | 674,897 | $22.8M | 2.35% | 2025-12-31 |
| 11 | Marquette Asset Management, LLC | 674,705 | $22.8M | 2.35% | 2025-12-31 |
| 12 | Beacon Pointe Advisors, LLC | 606,046 | $20.4M | 2.11% | 2025-12-31 |
| 13 | Evanson Asset Management, LLC | 551,175 | $18.6M | 1.92% | 2025-12-31 |
| 14 | EAGLE WEALTH STRATEGIES LLC | 482,981 | $16.3M | 1.68% | 2025-12-31 |
| 15 | Index Fund Advisors, Inc. | 439,842 | $14.8M | 1.53% | 2025-12-31 |
| 16 | Alesco Advisors LLC | 439,641 | $14.8M | 1.53% | 2025-12-31 |
| 17 | Strata Wealth Advisors, LLC | 421,781 | $14.2M | 1.47% | 2025-12-31 |
| 18 | Cambridge Financial Group, LLC | 505,547 | $13.6M | 1.76% | 2025-12-31 |
| 19 | Guardian Wealth Management, LLC | 365,694 | $12.3M | 1.27% | 2025-12-31 |
| 20 | Graves Light Lenhart Wealth, Inc. | 353,652 | $11.9M | 1.23% | 2025-12-31 |
| 21 | Freedom Investment Management, Inc. | 351,067 | $11.8M | 1.22% | 2025-12-31 |
| 22 | Opes Wealth Management LLC | 330,514 | $11.2M | 1.15% | 2025-12-31 |
| 23 | Financial Architects, LLC | 265,840 | $9.0M | 0.92% | 2025-12-31 |
| 24 | Blume Capital Management, Inc. | 262,308 | $8.9M | 0.91% | 2025-12-31 |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 268,328 | $8.6M | 0.93% | 2025-09-30 |
| 26 | TRUIST FINANCIAL CORP | 242,000 | $8.2M | 0.84% | 2025-12-31 |
| 27 | Vestmark Advisory Solutions, Inc. | 220,729 | $7.4M | 0.77% | 2025-12-31 |
| 28 | DiNuzzo Private Wealth, Inc. | 209,276 | $7.1M | 0.73% | 2025-12-31 |
| 29 | Vise Technologies, Inc. | 200,501 | $6.8M | 0.70% | 2025-12-31 |
| 30 | Cordant, Inc. | 197,751 | $6.7M | 0.69% | 2025-12-31 |
| 31 | Tortoise Investment Management, LLC | 194,412 | $6.6M | 0.67% | 2025-12-31 |
| 32 | Waverly Advisors, LLC | 191,982 | $6.5M | 0.67% | 2025-12-31 |
| 33 | SPWM Advisors LLC | 189,228 | $6.4M | 0.66% | 2025-12-31 |
| 34 | JANE STREET GROUP, LLC | 200,000 | $6.4M | 0.69% | 2025-09-30 |
| 35 | Estate Counselors, LLC | 184,115 | $6.2M | 0.64% | 2025-12-31 |
| 36 | Sterling Financial Planning, Inc. | 179,951 | $6.1M | 0.62% | 2025-12-31 |
| 37 | Root Financial Partners, LLC | 178,024 | $6.0M | 0.62% | 2025-12-31 |
| 38 | PBMares Wealth Management LLC | 178,623 | $5.7M | 0.62% | 2025-09-30 |
| 39 | Mills Wealth Advisors LLC | 166,743 | $5.6M | 0.58% | 2025-12-31 |
| 40 | MONETA GROUP INVESTMENT ADVISORS LLC | 162,332 | $5.5M | 0.56% | 2025-12-31 |
| 41 | United Wealth Management, LLC | 159,541 | $5.4M | 0.55% | 2025-12-31 |
| 42 | Royal Bank of Canada | 154,133 | $5.2M | 0.53% | 2025-12-31 |
| 43 | Timonier Family Office, LTD. | 150,467 | $5.1M | 0.52% | 2025-12-31 |
| 44 | Breakwater Capital Group | 150,161 | $5.1M | 0.52% | 2025-12-31 |
| 45 | VESTIA PERSONAL WEALTH ADVISORS | 151,543 | $5.1M | 0.52% | 2025-12-31 |
| 46 | ENVESTNET ASSET MANAGEMENT INC | 144,242 | $4.9M | 0.50% | 2025-12-31 |
| 47 | Financially in Tune, LLC | 134,302 | $4.5M | 0.46% | 2025-12-31 |
| 48 | MARYLAND CAPITAL ADVISORS INC. | 133,218 | $4.5M | 0.46% | 2025-12-31 |
| 49 | Integrity Advisory Solutions, LLC | 131,814 | $4.4M | 0.46% | 2025-12-31 |
| 50 | Creative Planning | 130,532 | $4.4M | 0.45% | 2025-12-31 |
| 51 | SAX WEALTH ADVISORS, LLC | 122,072 | $4.1M | 0.42% | 2025-12-31 |
| 52 | McCartney Wealth Management LLC | 117,736 | $4.0M | 0.41% | 2025-12-31 |
| 53 | Farther Finance Advisors, LLC | 117,433 | $4.0M | 0.41% | 2025-12-31 |
| 54 | Mach-1 Financial Group, LLC | 120,143 | $3.8M | 0.41% | 2025-09-30 |
| 55 | INTEGRITY ALLIANCE, LLC. | 110,721 | $3.7M | 0.38% | 2025-12-31 |
| 56 | DRAVO BAY LLC | 110,651 | $3.7M | 0.38% | 2025-12-31 |
| 57 | EQ WEALTH ADVISORS, LLC | 109,703 | $3.7M | 0.38% | 2025-12-31 |
| 58 | Family Investment Center, Inc. | 108,209 | $3.7M | 0.37% | 2025-12-31 |
| 59 | Steward Partners Investment Advisory, LLC | 105,014 | $3.5M | 0.36% | 2025-12-31 |
| 60 | CITADEL ADVISORS LLC | 109,139 | $3.5M | 0.38% | 2025-09-30 |
| 61 | White Wing Wealth Management | 101,946 | $3.4M | 0.35% | 2025-12-31 |
| 62 | Miracle Mile Advisors, LLC | 98,697 | $3.3M | 0.34% | 2025-12-31 |
| 63 | OneDigital Investment Advisors LLC | 98,421 | $3.3M | 0.34% | 2025-12-31 |
| 64 | Chicago Partners Investment Group LLC | 87,915 | $3.2M | 0.30% | 2025-12-31 |
| 65 | Corient Private Wealth LLC | 93,666 | $3.2M | 0.32% | 2025-12-31 |
| 66 | NewEdge Advisors, LLC | 93,446 | $3.2M | 0.32% | 2025-12-31 |
| 67 | Wealth Advisors Northwest LLC | 90,796 | $3.1M | 0.31% | 2025-12-31 |
| 68 | Verum Partners LLC | 88,966 | $3.0M | 0.31% | 2025-12-31 |
| 69 | Astra Wealth Partners LLC | 84,674 | $2.9M | 0.29% | 2025-12-31 |
| 70 | MML INVESTORS SERVICES, LLC | 84,354 | $2.8M | 0.29% | 2025-12-31 |
| 71 | Heritage Financial Services, LLC | 82,590 | $2.8M | 0.28% | 2025-12-31 |
| 72 | Glass Jacobson Investment Advisors llc | 82,303 | $2.8M | 0.28% | 2025-12-31 |
| 73 | LAM GROUP, INC. | 82,235 | $2.8M | 0.28% | 2025-12-31 |
| 74 | Golden Bell Financial Planning LLC | 79,793 | $2.7M | 0.27% | 2025-12-31 |
| 75 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 74,370 | $2.5M | 0.25% | 2025-12-31 |
| 76 | Savant Capital, LLC | 73,458 | $2.5M | 0.25% | 2025-12-31 |
| 77 | Main Street Financial Solutions, LLC | 73,170 | $2.5M | 0.25% | 2025-12-31 |
| 78 | Versant Capital Management, Inc | 69,375 | $2.3M | 0.24% | 2025-12-31 |
| 79 | AE Wealth Management LLC | 68,895 | $2.3M | 0.24% | 2025-12-31 |
| 80 | B&D White Capital Company, LLC | 68,591 | $2.3M | 0.23% | 2025-12-31 |
| 81 | Sequoia Financial Advisors, LLC | 65,458 | $2.2M | 0.22% | 2025-12-31 |
| 82 | Foundry Financial LLC | 63,821 | $2.2M | 0.22% | 2025-12-31 |
| 83 | COMMONWEALTH EQUITY SERVICES, LLC | 62,753 | $2.1M | 0.21% | 2025-12-31 |
| 84 | Orion Porfolio Solutions, LLC | 60,911 | $2.1M | 0.21% | 2025-12-31 |
| 85 | McGrath & Associates, Inc. | 58,715 | $2.0M | 0.20% | 2025-12-31 |
| 86 | JPMORGAN CHASE & CO | 58,150 | $2.0M | 0.20% | 2025-12-31 |
| 87 | Integrated Wealth Concepts LLC | 57,234 | $1.9M | 0.19% | 2025-12-31 |
| 88 | Baird Financial Group, Inc. | 56,962 | $1.9M | 0.19% | 2025-12-31 |
| 89 | Abel Hall, LLC | 56,097 | $1.9M | 0.19% | 2025-12-31 |
| 90 | OSAIC HOLDINGS, INC. | 54,315 | $1.8M | 0.18% | 2025-12-31 |
| 91 | SB Capital Management Inc | 53,408 | $1.8M | 0.18% | 2025-12-31 |
| 92 | CARDIFF PARK ADVISORS, LLC | 51,042 | $1.7M | 0.17% | 2025-12-31 |
| 93 | Applied Capital LLC | 50,695 | $1.7M | 0.17% | 2025-12-31 |
| 94 | BANK OF AMERICA CORP /DE/ | 50,569 | $1.7M | 0.17% | 2025-12-31 |
| 95 | EnRich Financial Partners LLC | 49,246 | $1.7M | 0.17% | 2025-12-31 |
| 96 | Vantage Point Financial LLC | 48,775 | $1.6M | 0.17% | 2025-12-31 |
| 97 | Spire Wealth Management | 48,723 | $1.6M | 0.17% | 2025-12-31 |
| 98 | Allworth Financial LP | 49,943 | $1.6M | 0.17% | 2025-12-31 |
| 99 | Pathstone Holdings, LLC | 47,176 | $1.6M | 0.16% | 2025-12-31 |
| 100 | Edge Financial Advisors LLC | 55,308 | $1.5M | 0.19% | 2025-12-31 |
| 101 | PINNEY & SCOFIELD, INC. | 44,739 | $1.5M | 0.15% | 2025-12-31 |
| 102 | Boyce & Associates Wealth Consulting, Inc. | 44,270 | $1.5M | 0.15% | 2025-12-31 |
| 103 | Perigon Wealth Management, LLC | 43,798 | $1.5M | 0.15% | 2025-12-31 |
| 104 | Three Arch Wealth Management LLC | 42,943 | $1.4M | 0.14% | 2025-12-31 |
| 105 | Pettinga Financial Advisors LLC | 40,075 | $1.4M | 0.13% | 2025-12-31 |
| 106 | BANK OF MONTREAL /CAN/ | 39,911 | $1.3M | 0.13% | 2025-12-31 |
| 107 | Matisse Capital | 39,760 | $1.3M | 0.13% | 2025-12-31 |
| 108 | ARK & TLK INVESTMENTS, LLC | 39,614 | $1.3M | 0.13% | 2025-12-31 |
| 109 | Clark Asset Management, LLC | 39,563 | $1.3M | 0.13% | 2025-12-31 |
| 110 | Schubert & Co | 39,542 | $1.3M | 0.13% | 2025-12-31 |
| 111 | Grunden Financial Advisory, Inc. | 38,410 | $1.3M | 0.13% | 2025-12-31 |
| 112 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 38,260 | $1.3M | 0.13% | 2025-12-31 |
| 113 | Kestra Advisory Services, LLC | 37,992 | $1.3M | 0.13% | 2025-12-31 |
| 114 | LPL Financial LLC | 37,229 | $1.3M | 0.12% | 2025-12-31 |
| 115 | Triumph Capital Management | 35,049 | $1.2M | 0.12% | 2025-12-31 |
| 116 | MONOGRAPH WEALTH ADVISORS, LLC | 34,685 | $1.2M | 0.12% | 2025-12-31 |
| 117 | Parkshore Wealth Management, Inc. | 33,055 | $1.1M | 0.11% | 2025-12-31 |
| 118 | Rather & Kittrell, Inc. | 32,840 | $1.1M | 0.11% | 2025-12-31 |
| 119 | OLD MISSION CAPITAL LLC | 34,350 | $1.1M | 0.11% | 2025-09-30 |
| 120 | Kane Co Wealth Management, Inc. | 31,736 | $1.1M | 0.11% | 2025-12-31 |
| 121 | Porter White Investment Advisors, Inc. | 31,592 | $1.1M | 0.11% | 2025-12-31 |
| 122 | CSS LLC/IL | 30,778 | $1.0M | 0.10% | 2025-12-31 |
| 123 | Forum Financial Management, LP | 29,851 | $1.0M | 0.10% | 2025-12-31 |
| 124 | Oceanside Advisors LLC | 28,807 | $972.0K | 0.10% | 2025-12-31 |
| 125 | EverSource Wealth Advisors, LLC | 28,705 | $968.5K | 0.10% | 2025-12-31 |
| 126 | GOLDMAN SACHS GROUP INC | 30,177 | $962.3K | 0.10% | 2025-09-30 |
| 127 | Focus Partners Advisor Solutions, LLC | 28,323 | $955.6K | 0.09% | 2025-12-31 |
| 128 | My Personal CFO, LLC | 29,963 | $955.5K | 0.10% | 2025-09-30 |
| 129 | U.S. Capital Wealth Advisors, LLC | 28,011 | $945.1K | 0.09% | 2025-12-31 |
| 130 | Acorn Wealth Advisors, LLC | 25,448 | $858.6K | 0.08% | 2025-12-31 |
| 131 | Foundation Wealth Management, LLC\PA | 25,151 | $848.6K | 0.08% | 2025-12-31 |
| 132 | Altiora Financial Group, LLC | 22,676 | $765.1K | 0.07% | 2025-12-31 |
| 133 | Dorsey & Whitney Trust CO LLC | 21,719 | $732.8K | 0.07% | 2025-12-31 |
| 134 | BOS Asset Management, LLC | 21,493 | $725.2K | 0.07% | 2025-12-31 |
| 135 | Gibson Capital, LLC | 21,371 | $721.1K | 0.07% | 2025-12-31 |
| 136 | JFS WEALTH ADVISORS, LLC | 20,335 | $686.1K | 0.07% | 2025-12-31 |
| 137 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,471 | $684.7K | 0.07% | 2025-09-30 |
| 138 | Landing Point Financial Group, LLC | 20,144 | $679.7K | 0.07% | 2025-12-31 |
| 139 | Tandem Financial, LLC | 20,419 | $651.2K | 0.07% | 2025-09-30 |
| 140 | HANOVER ADVISORS INC | 18,470 | $623.2K | 0.06% | 2025-12-31 |
| 141 | Alpha Advisors, LLC/VA | 18,082 | $610.1K | 0.06% | 2025-12-31 |
| 142 | Unison Advisors LLC | 18,072 | $609.7K | 0.06% | 2025-12-31 |
| 143 | Moisand Fitzgerald Tamayo, LLC | 17,641 | $595.2K | 0.06% | 2025-12-31 |
| 144 | Family CFO Inc | 17,336 | $584.9K | 0.06% | 2025-12-31 |
| 145 | International Private Wealth Advisors LLC | 17,024 | $574.4K | 0.05% | 2025-12-31 |
| 146 | ATLas Financial Planning LLC | 16,829 | $567.8K | 0.05% | 2025-12-31 |
| 147 | Two West Capital Advisors LLC | 16,823 | $567.6K | 0.05% | 2025-12-31 |
| 148 | EP Wealth Advisors, LLC | 16,733 | $564.6K | 0.05% | 2025-12-31 |
| 149 | CITIGROUP INC | 16,631 | $561.1K | 0.05% | 2025-12-31 |
| 150 | Tranquility Partners, LLC | 15,837 | $534.3K | 0.05% | 2025-12-31 |
| 151 | Focus Partners Wealth | 15,157 | $511.4K | 0.05% | 2025-12-31 |
| 152 | E6 Portfolios, LLC | 14,844 | $500.8K | 0.05% | 2025-12-31 |
| 153 | NCM Capital Management, LLC | 14,550 | $464.0K | 0.05% | 2025-09-30 |
| 154 | SwitchPoint Financial Planning, LLC | 13,697 | $462.1K | 0.04% | 2025-12-31 |
| 155 | First Financial Group Corp | 13,430 | $453.1K | 0.04% | 2025-12-31 |
| 156 | Austin Private Wealth, LLC | 13,410 | $452.5K | 0.04% | 2025-12-31 |
| 157 | Wealth Management Nebraska | 13,829 | $441.0K | 0.04% | 2025-09-30 |
| 158 | Sanctuary Advisors, LLC | 12,823 | $432.7K | 0.04% | 2025-12-31 |
| 159 | CLUNE & ASSOCIATES, LTD. | 12,678 | $427.8K | 0.04% | 2025-12-31 |
| 160 | Approach Retirement Advisors, LLC | 12,428 | $419.3K | 0.04% | 2025-12-31 |
| 161 | FIRETHORN WEALTH PARTNERS, LLC | 12,166 | $410.5K | 0.04% | 2025-12-31 |
| 162 | FIDUCIARY FINANCIAL GROUP, LLC | 12,163 | $410.4K | 0.04% | 2025-12-31 |
| 163 | Wealthcare Advisory Partners LLC | 11,972 | $403.9K | 0.04% | 2025-12-31 |
| 164 | DRIVE WEALTH MANAGEMENT, LLC | 11,822 | $398.9K | 0.04% | 2025-12-31 |
| 165 | Rehmann Capital Advisory Group | 12,462 | $397.4K | 0.04% | 2025-09-30 |
| 166 | Entelevest, LLC | 11,168 | $376.9K | 0.03% | 2025-12-31 |
| 167 | Daner Wealth Management, LLC | 10,043 | $376.6K | 0.03% | 2025-12-31 |
| 168 | World Investment Advisors | 10,961 | $369.8K | 0.03% | 2025-12-31 |
| 169 | SUTTON PLACE INVESTORS LLC | 10,910 | $368.1K | 0.03% | 2025-12-31 |
| 170 | Triad Wealth Partners, LLC | 10,823 | $365.2K | 0.03% | 2025-12-31 |
| 171 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10,393 | $350.7K | 0.03% | 2025-12-31 |
| 172 | BDFS Capital LLC | 10,033 | $338.5K | 0.03% | 2025-12-31 |
| 173 | Pacific Asset Management, LLC | 9,911 | $334.4K | 0.03% | 2025-12-31 |
| 174 | Rockwood Wealth Management, LLC | 9,818 | $331.3K | 0.03% | 2025-12-31 |
| 175 | RCS Financial Planning, LLC | 9,590 | $323.6K | 0.03% | 2025-12-31 |
| 176 | MATTERN CAPITAL MANAGEMENT, LLC | 9,459 | $319.1K | 0.03% | 2025-12-31 |
| 177 | Cetera Investment Advisers | 9,260 | $312.4K | 0.03% | 2025-12-31 |
| 178 | CYPRESS FINANCIAL PLANNING LLC | 9,159 | $309.0K | 0.03% | 2025-12-31 |
| 179 | Mraz, Amerine & Associates, Inc. | 9,070 | $306.0K | 0.03% | 2025-12-31 |
| 180 | American Investment Services, Inc. | 8,962 | $302.4K | 0.03% | 2025-12-31 |
| 181 | Wingate Wealth Advisors, Inc. | 8,661 | $292.2K | 0.03% | 2025-12-31 |
| 182 | XY Planning Network, Inc. | 9,687 | $290.5K | 0.03% | 2025-09-30 |
| 183 | Excelsior Advisor Network LLC | 8,197 | $276.6K | 0.02% | 2025-12-31 |
| 184 | McMill Wealth Management | 8,115 | $273.8K | 0.02% | 2025-12-31 |
| 185 | Mariner, LLC | 7,884 | $266.0K | 0.02% | 2025-12-31 |
| 186 | Equitable Holdings, Inc. | 7,822 | $263.9K | 0.02% | 2025-12-31 |
| 187 | SageView Advisory Group, LLC | 7,678 | $259.0K | 0.02% | 2025-12-31 |
| 188 | Simplicity Wealth,LLC | 7,406 | $249.9K | 0.02% | 2025-12-31 |
| 189 | MORGAN STANLEY | 7,277 | $245.5K | 0.02% | 2025-12-31 |
| 190 | Stokes Family Office, LLC | 7,083 | $239.0K | 0.02% | 2025-12-31 |
| 191 | Shearwater Capital LLC | 6,967 | $235.1K | 0.02% | 2025-12-31 |
| 192 | Gemmer Asset Management LLC | 6,837 | $230.7K | 0.02% | 2025-12-31 |
| 193 | Exit Wealth Advisors, LLC. | 6,539 | $220.6K | 0.02% | 2025-12-31 |
| 194 | NWAM LLC | 6,314 | $213.0K | 0.02% | 2025-12-31 |
| 195 | Cerity Partners LLC | 6,176 | $208.4K | 0.02% | 2025-12-31 |
| 196 | MOTCO | 6,146 | $207.4K | 0.02% | 2025-12-31 |
| 197 | Savvy Advisors, Inc. | 6,081 | $205.2K | 0.02% | 2025-12-31 |
| 198 | Brookstone Capital Management | 6,077 | $205.0K | 0.02% | 2025-12-31 |
| 199 | Ares Financial Consulting, LLC | 6,077 | $205.0K | 0.02% | 2025-12-31 |
| 200 | Passive Capital Management, LLC. | 6,076 | $205.0K | 0.02% | 2025-12-31 |
| 201 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 6,062 | $204.5K | 0.02% | 2025-12-31 |
| 202 | Golden State Equity Partners | 6,034 | $203.6K | 0.02% | 2025-12-31 |
| 203 | Financial Harvest, LLC | 5,998 | $202.4K | 0.02% | 2025-12-31 |
| 204 | GREAT VALLEY ADVISOR GROUP, INC. | 5,969 | $201.2K | 0.02% | 2025-12-31 |
| 205 | MONTAG A & ASSOCIATES INC | 5,900 | $199.1K | 0.02% | 2025-12-31 |
| 206 | Glen Eagle Advisors, LLC | 4,960 | $167.3K | 0.01% | 2025-12-31 |
| 207 | Bruce G. Allen Investments, LLC | 4,703 | $158.7K | 0.01% | 2025-12-31 |
| 208 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4,398 | $148.4K | 0.01% | 2025-12-31 |
| 209 | Rockefeller Capital Management L.P. | 3,945 | $133.1K | 0.01% | 2025-12-31 |
| 210 | ELEVATE WEALTH ADVISORY, INC | 3,625 | $122.3K | 0.01% | 2025-12-31 |
| 211 | UBS Group AG | 3,027 | $96.5K | 0.01% | 2025-09-30 |
| 212 | Parallel Advisors, LLC | 2,332 | $78.7K | 0.00% | 2025-12-31 |
| 213 | Wealthspire Advisors, LLC | 1,972 | $62.9K | 0.00% | 2025-09-30 |
| 214 | DecisionPoint Financial, LLC | 1,833 | $61.8K | 0.00% | 2025-12-31 |
| 215 | Physician Wealth Advisors, Inc. | 1,631 | $55.0K | 0.00% | 2025-12-31 |
| 216 | Principia Wealth Advisory, LLC | 1,500 | $50.6K | 0.00% | 2025-12-31 |
| 217 | C M BIDWELL & ASSOCIATES LTD | 1,458 | $49.2K | 0.00% | 2025-12-31 |
| 218 | COMERICA BANK | 1,354 | $45.7K | 0.00% | 2025-12-31 |
| 219 | SIGNATUREFD, LLC | 1,145 | $38.6K | 0.00% | 2025-12-31 |
| 220 | RHL GROUP, LLC | 1,139 | $38.4K | 0.00% | 2025-12-31 |
| 221 | Steigerwald, Gordon & Koch Inc. | 862 | $29.1K | 0.00% | 2025-12-31 |
| 222 | McIlrath & Eck, LLC | 793 | $26.8K | 0.00% | 2025-12-31 |
| 223 | Beaird Harris Wealth Management, LLC | 645 | $21.8K | 0.00% | 2025-12-31 |
| 224 | Arax Advisory Partners | 583 | $19.7K | 0.00% | 2025-12-31 |
| 225 | GRAND WEALTH MANAGEMENT, LLC | 562 | $19.0K | 0.00% | 2025-12-31 |
| 226 | Janney Montgomery Scott LLC | 550,474 | $18.6K | 1.92% | 2025-12-31 |
| 227 | Cherry Tree Wealth Management, LLC | 454 | $15.3K | 0.00% | 2025-12-31 |
| 228 | Russell Investments Group, Ltd. | 430 | $14.5K | 0.00% | 2025-12-31 |
| 229 | Your Advocates Ltd., LLP | 427 | $14.4K | 0.00% | 2025-12-31 |
| 230 | HHM Wealth Advisors, LLC | 406 | $13.7K | 0.00% | 2025-12-31 |
| 231 | LRI Investments, LLC | 400 | $13.5K | 0.00% | 2025-12-31 |
| 232 | MCF Advisors LLC | 400 | $13.5K | 0.00% | 2025-12-31 |
| 233 | SITTNER & NELSON, LLC | 362 | $13.5K | 0.00% | 2025-12-31 |
| 234 | Millstone Evans Group, LLC | 382 | $12.9K | 0.00% | 2025-12-31 |
| 235 | Providence Capital Advisors, LLC | 289 | $9.8K | 0.00% | 2025-12-31 |
| 236 | WELLS FARGO & COMPANY/MN | 283 | $9.5K | 0.00% | 2025-12-31 |
| 237 | von Borstel & Associates, Inc. | 252,041 | $8.5K | 0.88% | 2025-12-31 |
| 238 | GoalVest Advisory LLC | 238 | $8.0K | 0.00% | 2025-12-31 |
| 239 | Betterment LLC | 224,775 | $7.6K | 0.78% | 2025-12-31 |
| 240 | Lodestone Wealth Management LLC | 181 | $6.1K | 0.00% | 2025-12-31 |
| 241 | IFP Advisors, Inc | 177 | $6.0K | 0.00% | 2025-12-31 |
| 242 | Dunhill Financial, LLC | 158 | $5.3K | 0.00% | 2025-12-31 |
| 243 | HARBOUR INVESTMENTS, INC. | 156 | $5.3K | 0.00% | 2025-12-31 |
| 244 | Global Retirement Partners, LLC | 133 | $4.5K | 0.00% | 2025-12-31 |
| 245 | TUCKER ASSET MANAGEMENT LLC | 125 | $4.2K | 0.00% | 2025-12-31 |
| 246 | 1620 INVESTMENT ADVISORS, INC. | 115 | $3.9K | 0.00% | 2025-12-31 |
| 247 | HOWE & RUSLING INC | 112 | $3.8K | 0.00% | 2025-12-31 |
| 248 | NATIXIS ADVISORS, LLC | 99,955 | $3.4K | 0.34% | 2025-12-31 |
| 249 | Quent Capital, LLC | 85 | $2.9K | 0.00% | 2025-12-31 |
| 250 | Concord Wealth Partners | 74 | $2.5K | 0.00% | 2025-12-31 |
| 251 | FLOW TRADERS U.S. LLC | 33,399 | $1.1K | 0.11% | 2025-12-31 |
| 252 | CWM, LLC | 32,097 | $1.1K | 0.11% | 2025-12-31 |
| 253 | PARK AVENUE SECURITIES LLC | 31,070 | $1.0K | 0.10% | 2025-12-31 |
| 254 | Cambridge Investment Research Advisors, Inc. | 30,654 | $1.0K | 0.10% | 2025-12-31 |
| 255 | Cloud Capital Management, LLC | 7,598 | $256 | 0.02% | 2025-12-31 |
| 256 | TOMPKINS FINANCIAL CORP | 6 | $202 | 0.00% | 2025-12-31 |
| 257 | VESTOR CAPITAL, LLC | 73,457 | $125 | 0.25% | 2025-12-31 |
| 258 | Smithfield Trust Co | 1,996 | $67 | 0.00% | 2025-12-31 |
| 259 | Coston, McIsaac & Partners | 111 | $3 | 0.00% | 2025-12-31 |