CUSIP 25434V781
DIMENSIONAL ETF TRUST
397 institutions · $3.16B total · 84,398,423 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 13,780,968 | $523.7M | 16.32% | 2025-12-31 |
| 2 | MATHER GROUP, LLC. | 5,872,164 | $223.1M | 6.95% | 2025-12-31 |
| 3 | Forum Financial Management, LP | 5,302,563 | $201.5M | 6.28% | 2025-12-31 |
| 4 | Focus Partners Advisor Solutions, LLC | 2,624,226 | $99.7M | 3.10% | 2025-12-31 |
| 5 | RITHOLTZ WEALTH MANAGEMENT | 2,157,319 | $82.0M | 2.55% | 2025-12-31 |
| 6 | Cerity Partners LLC | 1,241,244 | $47.2M | 1.47% | 2025-12-31 |
| 7 | Asset Dedication, LLC | 1,238,418 | $47.1M | 1.46% | 2025-12-31 |
| 8 | HighTower Advisors, LLC | 1,210,864 | $46.0M | 1.43% | 2025-12-31 |
| 9 | Evanson Asset Management, LLC | 1,142,904 | $43.4M | 1.35% | 2025-12-31 |
| 10 | NORTHERN TRUST CORP | 1,137,376 | $43.2M | 1.34% | 2025-12-31 |
| 11 | Savant Capital, LLC | 984,370 | $37.4M | 1.16% | 2025-12-31 |
| 12 | MONOGRAPH WEALTH ADVISORS, LLC | 894,766 | $34.0M | 1.06% | 2025-12-31 |
| 13 | Henrickson Nauta Wealth Advisors, Inc. | 867,166 | $33.5M | 1.02% | 2025-12-31 |
| 14 | EXENCIAL WEALTH ADVISORS, LLC | 876,248 | $33.3M | 1.03% | 2025-12-31 |
| 15 | Creative Planning | 869,614 | $33.0M | 1.03% | 2025-12-31 |
| 16 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | 837,417 | $32.4M | 0.99% | 2025-12-31 |
| 17 | GREAT OAK CAPITAL PARTNERS, LLC | 827,183 | $31.7M | 0.98% | 2025-12-31 |
| 18 | BANK OF MONTREAL /CAN/ | 815,802 | $31.0M | 0.96% | 2025-12-31 |
| 19 | Corient Private Wealth LLC | 775,087 | $29.5M | 0.91% | 2025-12-31 |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 773,982 | $29.4M | 0.91% | 2025-12-31 |
| 21 | Premier Financial Group | 735,070 | $28.0M | 0.87% | 2025-12-31 |
| 22 | Planning Center, Inc. | 732,271 | $27.8M | 0.86% | 2025-12-31 |
| 23 | BANK OF AMERICA CORP /DE/ | 679,449 | $25.8M | 0.80% | 2025-12-31 |
| 24 | DiNuzzo Private Wealth, Inc. | 660,239 | $25.1M | 0.78% | 2025-12-31 |
| 25 | Integris Wealth Management, LLC | 643,572 | $24.5M | 0.76% | 2025-12-31 |
| 26 | Integrated Wealth Concepts LLC | 635,340 | $24.1M | 0.75% | 2025-12-31 |
| 27 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 617,133 | $23.9M | 0.73% | 2025-12-31 |
| 28 | Index Fund Advisors, Inc. | 582,980 | $22.2M | 0.69% | 2025-12-31 |
| 29 | Baker Ellis Asset Management LLC | 525,147 | $20.0M | 0.62% | 2025-12-31 |
| 30 | Modera Wealth Management, LLC | 523,119 | $19.9M | 0.61% | 2025-12-31 |
| 31 | Rather & Kittrell, Inc. | 510,837 | $19.4M | 0.60% | 2025-12-31 |
| 32 | JANE STREET GROUP, LLC | 500,000 | $19.0M | 0.59% | 2025-12-31 |
| 33 | Sequoia Financial Advisors, LLC | 496,410 | $18.9M | 0.58% | 2025-12-31 |
| 34 | EARNED WEALTH ADVISORS, LLC | 487,049 | $18.5M | 0.57% | 2025-12-31 |
| 35 | Equita Financial Network, Inc. | 484,115 | $18.4M | 0.57% | 2025-12-31 |
| 36 | Financial Harvest, LLC | 483,093 | $18.4M | 0.57% | 2025-12-31 |
| 37 | Smartleaf Asset Management LLC | 480,429 | $18.3M | 0.56% | 2025-12-31 |
| 38 | Miramar Fiduciary Corp | 470,135 | $17.9M | 0.55% | 2025-12-31 |
| 39 | Quantum Financial Advisors, LLC | 465,092 | $17.7M | 0.55% | 2025-12-31 |
| 40 | Shakespeare Wealth Management, LLC | 443,006 | $16.8M | 0.52% | 2025-12-31 |
| 41 | MB Generational Wealth, LLC | 436,199 | $16.6M | 0.51% | 2025-12-31 |
| 42 | LRI Investments, LLC | 423,681 | $16.1M | 0.50% | 2025-12-31 |
| 43 | KEB ASSET MANAGEMENT, LLC | 411,309 | $15.6M | 0.48% | 2025-12-31 |
| 44 | William Mack & Associates, Inc. | 399,201 | $15.2M | 0.47% | 2025-12-31 |
| 45 | Beacon Pointe Advisors, LLC | 386,748 | $14.7M | 0.45% | 2025-12-31 |
| 46 | Vestmark Advisory Solutions, Inc. | 372,406 | $14.2M | 0.44% | 2025-12-31 |
| 47 | Seaside Wealth Management, Inc. | 364,574 | $13.9M | 0.43% | 2025-12-31 |
| 48 | Hill Investment Group Partners, LLC | 358,120 | $13.6M | 0.42% | 2025-12-31 |
| 49 | Krilogy Financial LLC | 324,798 | $13.2M | 0.38% | 2025-12-31 |
| 50 | CARDIFF PARK ADVISORS, LLC | 345,213 | $13.1M | 0.40% | 2025-12-31 |
| 51 | Pathstone Holdings, LLC | 342,439 | $13.0M | 0.40% | 2025-12-31 |
| 52 | AlphaCore Capital LLC | 341,490 | $13.0M | 0.40% | 2025-12-31 |
| 53 | Ocean Park Asset Management, LLC | 330,674 | $12.6M | 0.39% | 2025-12-31 |
| 54 | Guardian Wealth Management, LLC | 327,128 | $12.4M | 0.38% | 2025-12-31 |
| 55 | Sensible Money, LLC | 316,945 | $12.0M | 0.37% | 2025-12-31 |
| 56 | United Wealth Management, LLC | 307,502 | $11.7M | 0.36% | 2025-12-31 |
| 57 | KILNER CAPITAL ADVISORS, LLC | 299,126 | $11.4M | 0.35% | 2025-12-31 |
| 58 | Twin Cities Retirement Group LLC | 298,061 | $11.3M | 0.35% | 2025-12-31 |
| 59 | Sterling Financial Planning, Inc. | 296,858 | $11.3M | 0.35% | 2025-12-31 |
| 60 | Physician Wealth Solutions Inc. | 295,443 | $11.2M | 0.35% | 2025-12-31 |
| 61 | SEVEN MILE ADVISORY | 294,510 | $11.2M | 0.34% | 2025-12-31 |
| 62 | Hassell Wealth Management, LLC | 275,842 | $10.9M | 0.32% | 2025-12-31 |
| 63 | Keyes, Stange & Wooten Wealth Management, LLC | 286,798 | $10.9M | 0.33% | 2025-12-31 |
| 64 | Meritas Wealth Management, LLC | 282,443 | $10.7M | 0.33% | 2025-12-31 |
| 65 | Abacus Wealth Partners, LLC | 278,344 | $10.6M | 0.32% | 2025-12-31 |
| 66 | DRAVO BAY LLC | 275,198 | $10.5M | 0.32% | 2025-12-31 |
| 67 | FISCHER INVESTMENT STRATEGIES, LLC | 264,218 | $10.0M | 0.31% | 2025-12-31 |
| 68 | Quadcap Wealth Management, LLC | 261,202 | $9.9M | 0.30% | 2025-12-31 |
| 69 | Pacific Sage Partners, LLC | 251,923 | $9.6M | 0.29% | 2025-12-31 |
| 70 | Financial Architects, LLC | 247,530 | $9.4M | 0.29% | 2025-12-31 |
| 71 | Private Wealth Management Group, LLC | 247,251 | $9.4M | 0.29% | 2025-12-31 |
| 72 | SB Capital Management Inc | 246,850 | $9.4M | 0.29% | 2025-12-31 |
| 73 | MERCER GLOBAL ADVISORS INC /ADV | 246,073 | $9.4M | 0.29% | 2025-12-31 |
| 74 | PINNEY & SCOFIELD, INC. | 245,914 | $9.3M | 0.29% | 2025-12-31 |
| 75 | INTEGRITY ALLIANCE, LLC. | 241,914 | $9.2M | 0.28% | 2025-12-31 |
| 76 | Parkwoods Wealth Partners, LLC | 238,950 | $9.1M | 0.28% | 2025-12-31 |
| 77 | OSAIC HOLDINGS, INC. | 236,825 | $9.0M | 0.28% | 2025-12-31 |
| 78 | Integrity Advisory Solutions, LLC | 234,274 | $8.9M | 0.27% | 2025-12-31 |
| 79 | Yardley Wealth Management LLC | 234,001 | $8.9M | 0.27% | 2025-12-31 |
| 80 | Shotwell Rutter Baer Inc | 228,250 | $8.9M | 0.27% | 2025-12-31 |
| 81 | Greenline Partners, LLC | 225,334 | $8.6M | 0.26% | 2025-12-31 |
| 82 | Financial Symmetry Inc | 222,789 | $8.5M | 0.26% | 2025-12-31 |
| 83 | COLLECTIVE FAMILY OFFICE LLC | 217,485 | $8.3M | 0.25% | 2025-12-31 |
| 84 | Squire Investment Management Company, LLC | 216,051 | $8.2M | 0.25% | 2025-12-31 |
| 85 | CLARIS ADVISORS, LLC / MO / | 213,408 | $8.1M | 0.25% | 2025-12-31 |
| 86 | Farther Finance Advisors, LLC | 212,746 | $8.1M | 0.25% | 2025-12-31 |
| 87 | Schoolcraft Capital LLC | 212,640 | $8.1M | 0.25% | 2025-12-31 |
| 88 | RAYMOND JAMES FINANCIAL INC | 211,171 | $8.0M | 0.25% | 2025-12-31 |
| 89 | NewEdge Advisors, LLC | 209,712 | $8.0M | 0.24% | 2025-12-31 |
| 90 | Rockefeller Capital Management L.P. | 206,864 | $7.9M | 0.24% | 2025-12-31 |
| 91 | EQ WEALTH ADVISORS, LLC | 202,506 | $7.7M | 0.23% | 2025-12-31 |
| 92 | Advisory Alpha, LLC | 199,911 | $7.6M | 0.23% | 2025-12-31 |
| 93 | DELAP WEALTH ADVISORY, LLC | 199,325 | $7.6M | 0.23% | 2025-12-31 |
| 94 | Financial Engines Advisors L.L.C. | 190,390 | $7.2M | 0.22% | 2025-12-31 |
| 95 | Chicago Partners Investment Group LLC | 177,933 | $7.2M | 0.21% | 2025-12-31 |
| 96 | 25 LLC | 183,836 | $7.0M | 0.21% | 2025-12-31 |
| 97 | LAM GROUP, INC. | 181,650 | $6.9M | 0.21% | 2025-12-31 |
| 98 | Wealth Advisors Northwest LLC | 179,257 | $6.8M | 0.21% | 2025-12-31 |
| 99 | Astra Wealth Partners LLC | 174,867 | $6.6M | 0.20% | 2025-12-31 |
| 100 | BetterWealth, LLC | 167,429 | $6.4M | 0.19% | 2025-12-31 |
| 101 | Vistica Wealth Advisors, LLC | 164,860 | $6.3M | 0.19% | 2025-12-31 |
| 102 | IFG Advisory, LLC | 163,873 | $6.2M | 0.19% | 2025-12-31 |
| 103 | Longview Financial Advisors LLC | 158,244 | $6.0M | 0.18% | 2025-12-31 |
| 104 | COMMONWEALTH EQUITY SERVICES, LLC | 156,681 | $6.0M | 0.18% | 2025-12-31 |
| 105 | BWM Planning, LLC | 150,557 | $5.7M | 0.17% | 2025-12-31 |
| 106 | Mills Wealth Advisors LLC | 148,849 | $5.7M | 0.17% | 2025-12-31 |
| 107 | STIFEL FINANCIAL CORP | 148,598 | $5.6M | 0.17% | 2025-12-31 |
| 108 | JPMORGAN CHASE & CO | 147,128 | $5.6M | 0.17% | 2025-12-31 |
| 109 | SAX WEALTH ADVISORS, LLC | 146,601 | $5.6M | 0.17% | 2025-12-31 |
| 110 | Clarity Wealth Development LLC | 146,020 | $5.5M | 0.17% | 2025-12-31 |
| 111 | LIBERTY WEALTH MANAGEMENT LLC | 145,062 | $5.5M | 0.17% | 2025-12-31 |
| 112 | LPL Financial LLC | 142,382 | $5.4M | 0.16% | 2025-12-31 |
| 113 | Yeomans Consulting Group, Inc. | 140,272 | $5.3M | 0.16% | 2025-12-31 |
| 114 | Foundation Wealth Management, LLC\PA | 139,457 | $5.3M | 0.16% | 2025-12-31 |
| 115 | Abel Hall, LLC | 137,899 | $5.2M | 0.16% | 2025-12-31 |
| 116 | AQR CAPITAL MANAGEMENT LLC | 136,772 | $5.2M | 0.16% | 2025-12-31 |
| 117 | Avant Financial Advisors LLC | 133,502 | $5.1M | 0.15% | 2025-12-31 |
| 118 | Pure Financial Advisors, LLC | 132,482 | $5.0M | 0.15% | 2025-12-31 |
| 119 | ShankerValleau Wealth Advisors, Inc. | 130,112 | $4.9M | 0.15% | 2025-12-31 |
| 120 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 129,255 | $4.9M | 0.15% | 2025-12-31 |
| 121 | NORTHWEST WEALTH MANAGEMENT, LLC | 127,443 | $4.8M | 0.15% | 2025-12-31 |
| 122 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 127,174 | $4.8M | 0.15% | 2025-12-31 |
| 123 | JDH Wealth Management, LLC | 125,273 | $4.8M | 0.14% | 2025-12-31 |
| 124 | Burk Holdings LLC | 123,746 | $4.7M | 0.14% | 2025-12-31 |
| 125 | Foundry Financial LLC | 117,281 | $4.5M | 0.13% | 2025-12-31 |
| 126 | Visionary Wealth Advisors | 115,642 | $4.4M | 0.13% | 2025-12-31 |
| 127 | Kaufman Rossin Wealth, LLC | 114,579 | $4.4M | 0.13% | 2025-12-31 |
| 128 | Efficient Advisors, LLC | 114,208 | $4.3M | 0.13% | 2025-12-31 |
| 129 | Sterling Wealth Management, Inc. | 111,903 | $4.3M | 0.13% | 2025-12-31 |
| 130 | Vestment Financial LLC | 108,749 | $4.2M | 0.12% | 2025-12-31 |
| 131 | Ruedi Wealth Management, Inc. | 109,113 | $4.1M | 0.12% | 2025-12-31 |
| 132 | Royal Bank of Canada | 108,400 | $4.1M | 0.12% | 2025-12-31 |
| 133 | JONES FINANCIAL COMPANIES LLLP | 106,291 | $4.0M | 0.12% | 2025-12-31 |
| 134 | Emprise Bank | 105,885 | $4.0M | 0.12% | 2025-12-31 |
| 135 | OneDigital Investment Advisors LLC | 105,068 | $4.0M | 0.12% | 2025-12-31 |
| 136 | Rialto Wealth Management, LLC | 103,550 | $3.9M | 0.12% | 2025-12-31 |
| 137 | BIP Wealth, LLC | 101,240 | $3.8M | 0.11% | 2025-12-31 |
| 138 | Spire Wealth Management | 97,320 | $3.7M | 0.11% | 2025-12-31 |
| 139 | Orion Porfolio Solutions, LLC | 96,606 | $3.7M | 0.11% | 2025-12-31 |
| 140 | HMV Wealth Advisors, LLC | 95,851 | $3.6M | 0.11% | 2025-12-31 |
| 141 | Gradient Capital Advisors, LLC | 95,579 | $3.6M | 0.11% | 2025-12-31 |
| 142 | VESTIA PERSONAL WEALTH ADVISORS | 89,592 | $3.6M | 0.10% | 2025-12-31 |
| 143 | Aviance Capital Partners, LLC | 93,733 | $3.6M | 0.11% | 2025-12-31 |
| 144 | Arax Advisory Partners | 92,837 | $3.5M | 0.10% | 2025-12-31 |
| 145 | Waverly Advisors, LLC | 92,802 | $3.5M | 0.10% | 2025-12-31 |
| 146 | BAYSHORE ASSET MANAGEMENT, LLC | 92,630 | $3.5M | 0.10% | 2025-12-31 |
| 147 | Forvis Mazars Wealth Advisors, LLC | 92,211 | $3.5M | 0.10% | 2025-12-31 |
| 148 | Grunden Financial Advisory, Inc. | 90,463 | $3.4M | 0.10% | 2025-12-31 |
| 149 | Kane Co Wealth Management, Inc. | 89,488 | $3.4M | 0.10% | 2025-12-31 |
| 150 | QUARRY HILL ADVISORS, LLC | 88,979 | $3.4M | 0.10% | 2025-12-31 |
| 151 | McLean Asset Management Corp | 82,856 | $3.3M | 0.09% | 2025-12-31 |
| 152 | Golden Bell Financial Planning LLC | 84,747 | $3.2M | 0.10% | 2025-12-31 |
| 153 | MASTER'S WEALTH MANAGEMENT INC. | 83,718 | $3.2M | 0.09% | 2025-12-31 |
| 154 | MORRIS FINANCIAL CONCEPTS, INC. | 83,056 | $3.2M | 0.09% | 2025-12-31 |
| 155 | Vannoy Advisory Group, Inc. | 82,075 | $3.1M | 0.09% | 2025-12-31 |
| 156 | Avior Wealth Management, LLC | 80,535 | $3.1M | 0.09% | 2025-12-31 |
| 157 | MARYLAND CAPITAL ADVISORS INC. | 77,065 | $2.9M | 0.09% | 2025-12-31 |
| 158 | ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 75,831 | $2.9M | 0.08% | 2025-12-31 |
| 159 | Glass Jacobson Investment Advisors llc | 75,444 | $2.9M | 0.08% | 2025-12-31 |
| 160 | Burton Enright Welch | 72,917 | $2.8M | 0.08% | 2025-12-31 |
| 161 | Schubert & Co | 72,191 | $2.7M | 0.08% | 2025-12-31 |
| 162 | E6 Portfolios, LLC | 71,926 | $2.7M | 0.08% | 2025-12-31 |
| 163 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 70,460 | $2.7M | 0.08% | 2025-12-31 |
| 164 | Brady Martz Wealth Solutions, LLC | 70,332 | $2.7M | 0.08% | 2025-12-31 |
| 165 | Trailhead Planners LLC | 69,409 | $2.6M | 0.08% | 2025-12-31 |
| 166 | Mraz, Amerine & Associates, Inc. | 68,552 | $2.6M | 0.08% | 2025-12-31 |
| 167 | Kestra Advisory Services, LLC | 66,026 | $2.5M | 0.07% | 2025-12-31 |
| 168 | Aurelius Family Office LLC | 63,527 | $2.5M | 0.07% | 2025-12-31 |
| 169 | MML INVESTORS SERVICES, LLC | 63,510 | $2.4M | 0.07% | 2025-12-31 |
| 170 | New England Private Wealth Advisors LLC | 63,323 | $2.4M | 0.07% | 2025-12-31 |
| 171 | Financially in Tune, LLC | 61,405 | $2.3M | 0.07% | 2025-12-31 |
| 172 | DOPKINS WEALTH MANAGEMENT, LLC | 59,629 | $2.3M | 0.07% | 2025-12-31 |
| 173 | Blue Trust, Inc. | 59,556 | $2.3M | 0.07% | 2025-12-31 |
| 174 | XY Planning Network, Inc. | 58,971 | $2.2M | 0.06% | 2025-12-31 |
| 175 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 57,373 | $2.2M | 0.06% | 2025-12-31 |
| 176 | Cambridge Financial Group, LLC | 76,307 | $2.1M | 0.09% | 2025-12-31 |
| 177 | Quantinno Capital Management LP | 54,117 | $2.1M | 0.06% | 2025-12-31 |
| 178 | Liberty Capital Management, Inc. | 53,320 | $2.0M | 0.06% | 2025-12-31 |
| 179 | Mariner, LLC | 52,980 | $2.0M | 0.06% | 2025-12-31 |
| 180 | W.H. Cornerstone Investments Inc. | 50,757 | $1.9M | 0.06% | 2025-12-31 |
| 181 | PW ADVISORS, LLC \ FL | 50,411 | $1.9M | 0.05% | 2025-12-31 |
| 182 | Fortitude Family Office, LLC | 49,983 | $1.9M | 0.05% | 2025-12-31 |
| 183 | RAM Investment Partners, LLC | 49,843 | $1.9M | 0.05% | 2025-12-31 |
| 184 | NWAM LLC | 51,564 | $1.8M | 0.06% | 2025-12-31 |
| 185 | Tillman Hartley LLC | 47,848 | $1.8M | 0.05% | 2025-12-31 |
| 186 | Three Arch Wealth Management LLC | 47,057 | $1.8M | 0.05% | 2025-12-31 |
| 187 | Peirce Capital Management, LLC | 47,050 | $1.8M | 0.05% | 2025-12-31 |
| 188 | KEYVANTAGE WEALTH, LLC | 45,800 | $1.7M | 0.05% | 2025-12-31 |
| 189 | Veratis Advisors, Inc. | 40,016 | $1.7M | 0.04% | 2025-12-31 |
| 190 | Midwest Trust Co | 44,495 | $1.7M | 0.05% | 2025-12-31 |
| 191 | Matisse Capital | 44,100 | $1.7M | 0.05% | 2025-12-31 |
| 192 | Clear Creek Financial Management, LLC | 43,952 | $1.7M | 0.05% | 2025-12-31 |
| 193 | Moisand Fitzgerald Tamayo, LLC | 43,182 | $1.6M | 0.05% | 2025-12-31 |
| 194 | Stratos Investment Management, LLC | 42,379 | $1.6M | 0.05% | 2025-12-31 |
| 195 | Prosperity Planning, Inc. | 41,856 | $1.6M | 0.04% | 2025-12-31 |
| 196 | Longview Financial Advisors, Inc. | 41,463 | $1.6M | 0.04% | 2025-12-31 |
| 197 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 39,636 | $1.5M | 0.04% | 2025-12-31 |
| 198 | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 39,170 | $1.5M | 0.04% | 2025-12-31 |
| 199 | Legacy Financial Advisors, Inc. | 38,834 | $1.5M | 0.04% | 2025-12-31 |
| 200 | Tortoise Investment Management, LLC | 38,741 | $1.5M | 0.04% | 2025-12-31 |
| 201 | Acorn Wealth Advisors, LLC | 38,556 | $1.5M | 0.04% | 2025-12-31 |
| 202 | CURIO WEALTH, LLC | 38,035 | $1.4M | 0.04% | 2025-12-31 |
| 203 | Werba Rubin Papier Wealth Management | 37,004 | $1.4M | 0.04% | 2025-12-31 |
| 204 | McGrath & Associates, Inc. | 36,591 | $1.4M | 0.04% | 2025-12-31 |
| 205 | Triumph Capital Management | 36,199 | $1.4M | 0.04% | 2025-12-31 |
| 206 | CSS LLC/IL | 34,851 | $1.3M | 0.04% | 2025-12-31 |
| 207 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 34,816 | $1.3M | 0.04% | 2025-12-31 |
| 208 | Oceanside Advisors LLC | 34,756 | $1.3M | 0.04% | 2025-12-31 |
| 209 | Simplicity Wealth,LLC | 34,498 | $1.3M | 0.04% | 2025-12-31 |
| 210 | EverSource Wealth Advisors, LLC | 33,296 | $1.3M | 0.03% | 2025-12-31 |
| 211 | RF&L WEALTH MANAGEMENT, LLC | 32,845 | $1.2M | 0.03% | 2025-12-31 |
| 212 | MISSION WEALTH MANAGEMENT, LP | 32,182 | $1.2M | 0.03% | 2025-12-31 |
| 213 | Capital Group Private Client Services, Inc. | 31,959 | $1.2M | 0.03% | 2025-12-31 |
| 214 | Allworth Financial LP | 31,911 | $1.2M | 0.03% | 2025-12-31 |
| 215 | Nautilus Advisors LLC | 31,762 | $1.2M | 0.03% | 2025-12-31 |
| 216 | Perigon Wealth Management, LLC | 31,321 | $1.2M | 0.03% | 2025-12-31 |
| 217 | Altiora Financial Group, LLC | 31,176 | $1.2M | 0.03% | 2025-12-31 |
| 218 | GTS SECURITIES LLC | 30,667 | $1.2M | 0.03% | 2025-12-31 |
| 219 | Allegiance Financial Group Advisory Services LLC | 30,338 | $1.2M | 0.03% | 2025-12-31 |
| 220 | CLUNE & ASSOCIATES, LTD. | 30,272 | $1.2M | 0.03% | 2025-12-31 |
| 221 | Two West Capital Advisors LLC | 30,199 | $1.1M | 0.03% | 2025-12-31 |
| 222 | Approach Retirement Advisors, LLC | 29,182 | $1.1M | 0.03% | 2025-12-31 |
| 223 | Hudson Oak Wealth Advisory LLC | 28,031 | $1.1M | 0.03% | 2025-12-31 |
| 224 | Journey Beyond Wealth, LLC | 27,884 | $1.1M | 0.03% | 2025-12-31 |
| 225 | Austin Private Wealth, LLC | 27,672 | $1.1M | 0.03% | 2025-12-31 |
| 226 | CarsonAllaria Wealth Management, Ltd. | 27,496 | $1.0M | 0.03% | 2025-12-31 |
| 227 | Shearwater Capital LLC | 27,071 | $1.0M | 0.03% | 2025-12-31 |
| 228 | LJI Wealth Management, LLC | 26,921 | $1.0M | 0.03% | 2025-12-31 |
| 229 | Porter White Investment Advisors, Inc. | 26,747 | $1.0M | 0.03% | 2025-12-31 |
| 230 | Ballast Financial Advisors LLC | 26,687 | $1.0M | 0.03% | 2025-12-31 |
| 231 | OLD MISSION CAPITAL LLC | 26,325 | $1.0M | 0.03% | 2025-12-31 |
| 232 | RCS Financial Planning, LLC | 25,752 | $978.6K | 0.03% | 2025-12-31 |
| 233 | Capstone Wealth Management, LLC | 25,645 | $974.5K | 0.03% | 2025-12-31 |
| 234 | Oath Planning, LLC | 25,020 | $950.8K | 0.02% | 2025-12-31 |
| 235 | Hilltop Holdings Inc. | 24,965 | $948.7K | 0.02% | 2025-12-31 |
| 236 | BDFS Capital LLC | 24,940 | $947.7K | 0.02% | 2025-12-31 |
| 237 | MORGAN STANLEY | 24,554 | $933.1K | 0.02% | 2025-12-31 |
| 238 | Greenspring Advisors, LLC | 22,930 | $871.3K | 0.02% | 2025-12-31 |
| 239 | CYPRESS FINANCIAL PLANNING LLC | 22,798 | $866.3K | 0.02% | 2025-12-31 |
| 240 | HBE Wealth Management, LLC | 22,787 | $865.9K | 0.02% | 2025-12-31 |
| 241 | Sanctuary Advisors, LLC | 22,698 | $862.5K | 0.02% | 2025-12-31 |
| 242 | SIGNET FINANCIAL MANAGEMENT, LLC | 22,621 | $859.6K | 0.02% | 2025-12-31 |
| 243 | Friday Financial | 22,065 | $838.5K | 0.02% | 2025-12-31 |
| 244 | C M BIDWELL & ASSOCIATES LTD | 21,940 | $833.7K | 0.02% | 2025-12-31 |
| 245 | SageView Advisory Group, LLC | 21,672 | $823.5K | 0.02% | 2025-12-31 |
| 246 | Generations Wealth, LLC | 21,539 | $818.5K | 0.02% | 2025-12-31 |
| 247 | Wealthspire Advisors, LLC | 21,477 | $816.1K | 0.02% | 2025-12-31 |
| 248 | HARBOR INVESTMENT ADVISORY, LLC | 21,109 | $802.1K | 0.02% | 2025-12-31 |
| 249 | RB Capital Management, LLC | 21,042 | $799.6K | 0.02% | 2025-12-31 |
| 250 | Passive Capital Management, LLC. | 20,881 | $793.5K | 0.02% | 2025-12-31 |
| 251 | FIRETHORN WEALTH PARTNERS, LLC | 20,680 | $785.8K | 0.02% | 2025-12-31 |
| 252 | Daner Wealth Management, LLC | 18,373 | $785.3K | 0.02% | 2025-12-31 |
| 253 | POINCIANA ADVISORS GROUP, LLC | 20,580 | $782.0K | 0.02% | 2025-12-31 |
| 254 | Wealthcare Advisory Partners LLC | 20,556 | $781.1K | 0.02% | 2025-12-31 |
| 255 | TRUIST FINANCIAL CORP | 20,367 | $773.9K | 0.02% | 2025-12-31 |
| 256 | Faithward Advisors, LLC | 20,305 | $771.6K | 0.02% | 2025-12-31 |
| 257 | CogentBlue Wealth Advisors, LLC | 19,821 | $753.2K | 0.02% | 2025-12-31 |
| 258 | TANDEMGROWTH FINANCIAL ADVISORS LLC | 19,788 | $751.9K | 0.02% | 2025-12-31 |
| 259 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 19,749 | $750.5K | 0.02% | 2025-12-31 |
| 260 | ATLas Financial Planning LLC | 18,804 | $714.6K | 0.02% | 2025-12-31 |
| 261 | Parkshore Wealth Management, Inc. | 18,677 | $709.7K | 0.02% | 2025-12-31 |
| 262 | Bedel Financial Consulting, Inc. | 18,510 | $703.4K | 0.02% | 2025-12-31 |
| 263 | Cherry Tree Wealth Management, LLC | 18,175 | $690.6K | 0.02% | 2025-12-31 |
| 264 | DBK Financial Counsel, LLC | 17,994 | $683.8K | 0.02% | 2025-12-31 |
| 265 | AVALON CAPITAL MANAGEMENT | 17,299 | $657.4K | 0.02% | 2025-12-31 |
| 266 | Austin Asset Management Co Inc | 17,124 | $650.7K | 0.02% | 2025-12-31 |
| 267 | RTD Financial Advisors, Inc. | 17,059 | $648.3K | 0.02% | 2025-12-31 |
| 268 | CITIGROUP INC | 16,991 | $645.7K | 0.02% | 2025-12-31 |
| 269 | Vantage Point Financial LLC | 16,894 | $642.0K | 0.02% | 2025-12-31 |
| 270 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16,412 | $623.7K | 0.01% | 2025-12-31 |
| 271 | Abacus Planning Group, Inc. | 16,348 | $621.2K | 0.01% | 2025-12-31 |
| 272 | HANOVER ADVISORS INC | 16,040 | $609.5K | 0.01% | 2025-12-31 |
| 273 | Platform Wealth Management, LLC | 15,941 | $605.8K | 0.01% | 2025-12-31 |
| 274 | Tyche Wealth Partners LLC | 15,912 | $604.6K | 0.01% | 2025-12-31 |
| 275 | Verus Financial Partners, Inc. | 14,799 | $603.4K | 0.01% | 2025-12-31 |
| 276 | Cogent Private Wealth, Inc. | 15,797 | $600.3K | 0.01% | 2025-12-31 |
| 277 | Fortis Capital Management LLC | 15,778 | $599.6K | 0.01% | 2025-12-31 |
| 278 | FLPUTNAM INVESTMENT MANAGEMENT CO | 15,051 | $571.9K | 0.01% | 2025-12-31 |
| 279 | BluePrint Investing LLC | 14,914 | $566.7K | 0.01% | 2025-12-31 |
| 280 | Stratos Wealth Partners, LTD. | 14,817 | $563.0K | 0.01% | 2025-12-31 |
| 281 | Timonier Family Office, LTD. | 14,688 | $558.1K | 0.01% | 2025-12-31 |
| 282 | Excelsior Advisor Network LLC | 14,391 | $546.9K | 0.01% | 2025-12-31 |
| 283 | SEI INVESTMENTS CO | 14,231 | $540.8K | 0.01% | 2025-12-31 |
| 284 | RIVERCHASE WEALTH MANAGEMENT, LLC | 14,043 | $533.6K | 0.01% | 2025-12-31 |
| 285 | Great Point Wealth Advisors, LLC | 13,967 | $530.7K | 0.01% | 2025-12-31 |
| 286 | Del-Sette Capital Management, LLC | 13,865 | $526.7K | 0.01% | 2025-12-31 |
| 287 | AXXCESS WEALTH MANAGEMENT, LLC | 13,852 | $526.4K | 0.01% | 2025-12-31 |
| 288 | STUDIO INVESTMENT MANAGEMENT LLC | 13,526 | $514.0K | 0.01% | 2025-12-31 |
| 289 | Atlantic Union Bankshares Corp | 13,504 | $513.2K | 0.01% | 2025-12-31 |
| 290 | SC&H Financial Advisors, Inc. | 13,497 | $512.9K | 0.01% | 2025-12-31 |
| 291 | Disciplined Investments, LLC | 13,385 | $508.6K | 0.01% | 2025-12-31 |
| 292 | GREAT VALLEY ADVISOR GROUP, INC. | 13,147 | $499.5K | 0.01% | 2025-12-31 |
| 293 | Breakwater Capital Group | 12,656 | $480.9K | 0.01% | 2025-12-31 |
| 294 | Clarity Capital Advisors, LLC | 12,557 | $477.2K | 0.01% | 2025-12-31 |
| 295 | Accurate Wealth Management, LLC | 12,120 | $472.6K | 0.01% | 2025-12-31 |
| 296 | ARK & TLK INVESTMENTS, LLC | 12,270 | $466.3K | 0.01% | 2025-12-31 |
| 297 | Torren Management, LLC | 11,967 | $454.7K | 0.01% | 2025-12-31 |
| 298 | US BANCORP \DE\ | 11,875 | $451.3K | 0.01% | 2025-12-31 |
| 299 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,805 | $448.6K | 0.01% | 2025-12-31 |
| 300 | Aegis Wealth Management LLC | 11,772 | $447.3K | 0.01% | 2025-12-31 |
| 301 | Gibson Capital, LLC | 11,636 | $442.2K | 0.01% | 2025-12-31 |
| 302 | Belleair Asset Management, LLC | 11,608 | $441.1K | 0.01% | 2025-12-31 |
| 303 | Frankly Finances, LLC | 11,542 | $438.6K | 0.01% | 2025-12-31 |
| 304 | ELEVATE WEALTH ADVISORY, INC | 11,268 | $428.2K | 0.01% | 2025-12-31 |
| 305 | CAPTRUST FINANCIAL ADVISORS | 11,200 | $425.6K | 0.01% | 2025-12-31 |
| 306 | McMill Wealth Management | 11,109 | $422.1K | 0.01% | 2025-12-31 |
| 307 | EP Wealth Advisors, LLC | 10,912 | $414.7K | 0.01% | 2025-12-31 |
| 308 | SmartHarvest Portfolios, LLC | 10,512 | $399.5K | 0.01% | 2025-12-31 |
| 309 | Concurrent Investment Advisors, LLC | 10,427 | $396.2K | 0.01% | 2025-12-31 |
| 310 | Brookstone Capital Management | 10,223 | $388.5K | 0.01% | 2025-12-31 |
| 311 | Washington Trust Advisors, Inc. | 10,159 | $386.0K | 0.01% | 2025-12-31 |
| 312 | Samalin Investment Counsel, LLC | 10,110 | $384.2K | 0.01% | 2025-12-31 |
| 313 | Arkadios Wealth Advisors | 9,930 | $377.3K | 0.01% | 2025-12-31 |
| 314 | Wealth Enhancement Trust Services, Inc. | 9,814 | $372.9K | 0.01% | 2025-12-31 |
| 315 | Entelevest, LLC | 9,756 | $370.8K | 0.01% | 2025-12-31 |
| 316 | Triad Wealth Partners, LLC | 9,429 | $358.3K | 0.01% | 2025-12-31 |
| 317 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,299 | $353.4K | 0.01% | 2025-12-31 |
| 318 | SUTTON PLACE INVESTORS LLC | 9,049 | $343.9K | 0.01% | 2025-12-31 |
| 319 | GEN Financial Management, INC. | 8,278 | $314.6K | 0.00% | 2025-12-31 |
| 320 | TCFG WEALTH MANAGEMENT, LLC | 8,197 | $311.5K | 0.00% | 2025-12-31 |
| 321 | Savvy Advisors, Inc. | 7,977 | $303.1K | 0.00% | 2025-12-31 |
| 322 | LAZARI CAPITAL MANAGEMENT, INC. | 7,838 | $297.8K | 0.00% | 2025-12-31 |
| 323 | CIBC Private Wealth Group LLC | 7,609 | $289.1K | 0.00% | 2025-12-31 |
| 324 | SwitchPoint Financial Planning, LLC | 7,453 | $283.2K | 0.00% | 2025-12-31 |
| 325 | Advyzon Investment Management, LLC | 7,334 | $278.7K | 0.00% | 2025-12-31 |
| 326 | SYM FINANCIAL Corp | 7,314 | $277.9K | 0.00% | 2025-12-31 |
| 327 | CHOREO, LLC | 7,057 | $269.5K | 0.00% | 2025-12-31 |
| 328 | Fisher Asset Management, LLC | 7,086 | $269.3K | 0.00% | 2025-12-31 |
| 329 | M Wealth Management, LLC | 6,935 | $263.5K | 0.00% | 2025-12-31 |
| 330 | New Dimensions Wealth Management, LLC | 6,868 | $261.0K | 0.00% | 2025-12-31 |
| 331 | Silvercrest Asset Management Group LLC | 6,706 | $254.8K | 0.00% | 2025-12-31 |
| 332 | Rockwood Wealth Management, LLC | 6,654 | $252.9K | 0.00% | 2025-12-31 |
| 333 | HANCOCK WHITNEY CORP | 6,525 | $247.9K | 0.00% | 2025-12-31 |
| 334 | Family CFO Inc | 6,297 | $239.3K | 0.00% | 2025-12-31 |
| 335 | Morton Capital Management LLC/CA | 6,289 | $239.0K | 0.00% | 2025-12-31 |
| 336 | Wescott Financial Advisory Group, LLC | 6,101 | $231.9K | 0.00% | 2025-12-31 |
| 337 | Mutual Advisors, LLC | 6,011 | $228.4K | 0.00% | 2025-12-31 |
| 338 | Berger Financial Group, Inc | 5,971 | $226.9K | 0.00% | 2025-12-31 |
| 339 | Lauterbach Financial Advisors, LLC | 5,825 | $221.4K | 0.00% | 2025-12-31 |
| 340 | Clearstead Advisors, LLC | 5,694 | $216.4K | 0.00% | 2025-12-31 |
| 341 | Cardinal Point Capital Management ULC | 5,685 | $216.0K | 0.00% | 2025-12-31 |
| 342 | Kondo Wealth Advisors, Inc. | 5,665 | $215.3K | 0.00% | 2025-12-31 |
| 343 | Versant Capital Management, Inc | 5,641 | $214.4K | 0.00% | 2025-12-31 |
| 344 | Apella Capital, LLC | 5,419 | $205.9K | 0.00% | 2025-12-31 |
| 345 | STOLZ & ASSOCIATES, PS | 5,410 | $205.6K | 0.00% | 2025-12-31 |
| 346 | Frazier Financial Advisors, LLC | 5,323 | $202.3K | 0.00% | 2025-12-31 |
| 347 | FMR LLC | 5,291 | $201.1K | 0.00% | 2025-12-31 |
| 348 | Glen Eagle Advisors, LLC | 5,250 | $199.5K | 0.00% | 2025-12-31 |
| 349 | Strategic Investment Solutions, Inc. /IL | 4,989 | $189.6K | 0.00% | 2025-12-31 |
| 350 | ELEVATION WEALTH PARTNERS, LLC | 4,861 | $184.7K | 0.00% | 2025-12-31 |
| 351 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 6,060 | $176.2K | 0.00% | 2025-12-31 |
| 352 | WELLS FARGO & COMPANY/MN | 4,475 | $170.1K | 0.00% | 2025-12-31 |
| 353 | IFP Advisors, Inc | 4,223 | $160.5K | 0.00% | 2025-12-31 |
| 354 | Pillar Financial Advisors, LLC | 3,680 | $139.8K | 0.00% | 2025-12-31 |
| 355 | McIlrath & Eck, LLC | 3,326 | $126.4K | 0.00% | 2025-12-31 |
| 356 | BlackRock, Inc. | 3,313 | $125.9K | 0.00% | 2025-12-31 |
| 357 | Aptus Capital Advisors, LLC | 3,183 | $121.0K | 0.00% | 2025-12-31 |
| 358 | Geneos Wealth Management Inc. | 3,000 | $114.0K | 0.00% | 2025-12-31 |
| 359 | DecisionPoint Financial, LLC | 2,972 | $112.9K | 0.00% | 2025-12-31 |
| 360 | Beaird Harris Wealth Management, LLC | 2,753 | $104.6K | 0.00% | 2025-12-31 |
| 361 | HARBOUR INVESTMENTS, INC. | 2,612 | $99.3K | 0.00% | 2025-12-31 |
| 362 | Root Financial Partners, LLC | 2,457 | $93.4K | 0.00% | 2025-12-31 |
| 363 | SIGNATUREFD, LLC | 1,920 | $73.0K | 0.00% | 2025-12-31 |
| 364 | AdvisorNet Financial, Inc | 1,776 | $67.5K | 0.00% | 2025-12-31 |
| 365 | Harbor Asset Planning, Inc. | 1,709 | $64.9K | 0.00% | 2025-12-31 |
| 366 | Morton Brown Family Wealth, LLC | 1,581 | $60.1K | 0.00% | 2025-12-31 |
| 367 | Valued Wealth Advisors LLC | 1,498 | $56.9K | 0.00% | 2025-12-31 |
| 368 | AE Wealth Management LLC | 1,252 | $47.6K | 0.00% | 2025-12-31 |
| 369 | WealthShield Partners, LLC | 1,206 | $45.8K | 0.00% | 2025-12-31 |
| 370 | Ares Financial Consulting, LLC | 1,146 | $43.6K | 0.00% | 2025-12-31 |
| 371 | Parkside Financial Bank & Trust | 1,100 | $41.8K | 0.00% | 2025-12-31 |
| 372 | RHL GROUP, LLC | 1,068 | $40.6K | 0.00% | 2025-12-31 |
| 373 | COMERICA BANK | 969 | $36.8K | 0.00% | 2025-12-31 |
| 374 | Eagle Bay Advisors LLC | 927 | $35.2K | 0.00% | 2025-12-31 |
| 375 | FIFTH THIRD BANCORP | 910 | $34.6K | 0.00% | 2025-12-31 |
| 376 | Prudent Man Investment Management, Inc. | 838 | $31.8K | 0.00% | 2025-12-31 |
| 377 | Timmons Wealth Management, LLC | 785 | $29.8K | 0.00% | 2025-12-31 |
| 378 | ROGCO, LP | 775 | $29.4K | 0.00% | 2025-12-31 |
| 379 | PNC Financial Services Group, Inc. | 741 | $28.2K | 0.00% | 2025-12-31 |
| 380 | Millstone Evans Group, LLC | 713 | $27.1K | 0.00% | 2025-12-31 |
| 381 | WHITTIER TRUST CO | 531 | $20.5K | 0.00% | 2025-12-31 |
| 382 | Providence Capital Advisors, LLC | 517 | $19.6K | 0.00% | 2025-12-31 |
| 383 | Wealth Watch Advisors, INC | 486 | $18.5K | 0.00% | 2025-12-31 |
| 384 | von Borstel & Associates, Inc. | 429,849 | $16.3K | 0.50% | 2025-12-31 |
| 385 | HOLLENCREST CAPITAL MANAGEMENT | 425 | $16.1K | 0.00% | 2025-12-31 |
| 386 | Operose Advisors LLC | 384 | $14.6K | 0.00% | 2025-12-31 |
| 387 | Steward Partners Investment Advisory, LLC | 382 | $14.5K | 0.00% | 2025-12-31 |
| 388 | HHM Wealth Advisors, LLC | 367 | $13.9K | 0.00% | 2025-12-31 |
| 389 | Betterment LLC | 361,688 | $13.7K | 0.42% | 2025-12-31 |
| 390 | Hara Capital LLC | 346 | $13.1K | 0.00% | 2025-12-31 |
| 391 | PARK AVENUE SECURITIES LLC | 336,978 | $12.8K | 0.39% | 2025-12-31 |
| 392 | Lodestone Wealth Management LLC | 206 | $7.8K | 0.00% | 2025-12-31 |
| 393 | Running Point Capital Advisors, LLC | 199 | $7.6K | 0.00% | 2025-12-31 |
| 394 | Qube Research & Technologies Ltd | 194 | $7.4K | 0.00% | 2025-12-31 |
| 395 | UBS Group AG | 150 | $5.7K | 0.00% | 2025-12-31 |
| 396 | Quent Capital, LLC | 137 | $5.2K | 0.00% | 2025-12-31 |
| 397 | CWM, LLC | 135,489 | $5.1K | 0.16% | 2025-12-31 |