FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,183.88-0.10%
XLE57.010.25%
STOXX50E5,860.32-0.39%
XLF51.760.67%
FTSE10,321.09-0.56%
IXIC24,874.350.15%
RUT2,787.160.01%
GSPC7,175.220.14%
Temp29.3°C
UV12.4
Feels33.3°C
Humidity66%
Wind13 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time1:15 PM
CUSIP 25434V807

DIMENSIONAL ETF TRUST

451 institutions · $12.49B total · 250,135,414 shares

#ManagerSharesValue% of TotalPeriod
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO29,462,953$1.47B11.77%2025-12-31
2MERCER GLOBAL ADVISORS INC /ADV21,523,566$1.07B8.60%2025-12-31
3PNC Financial Services Group, Inc.14,366,635$716.9M5.74%2025-12-31
4Focus Partners Wealth13,823,466$689.8M5.52%2025-12-31
5Savant Capital, LLC8,589,459$428.6M3.43%2025-12-31
6NORTHERN TRUST CORP6,346,313$316.7M2.53%2025-12-31
7EP Wealth Advisors, LLC6,084,321$303.6M2.43%2025-12-31
8Focus Partners Advisor Solutions, LLC5,774,671$288.2M2.30%2025-12-31
9Corient Private Wealth LLC4,604,859$229.7M1.84%2025-12-31
10ENVESTNET ASSET MANAGEMENT INC3,781,075$188.7M1.51%2025-12-31
11Index Fund Advisors, Inc.3,571,373$178.2M1.42%2025-12-31
12Plancorp, LLC3,571,120$178.2M1.42%2025-12-31
13HighTower Advisors, LLC3,461,723$172.7M1.38%2025-12-31
14Creative Planning3,237,745$161.6M1.29%2025-12-31
15Farther Finance Advisors, LLC3,236,596$161.5M1.29%2025-12-31
16RAYMOND JAMES FINANCIAL INC3,185,438$159.0M1.27%2025-12-31
17Foster Group, Inc.3,102,581$154.8M1.24%2025-12-31
18Cerity Partners LLC2,976,149$148.5M1.18%2025-12-31
19Kestra Investment Management, LLC2,442,525$121.9M0.97%2025-12-31
20Modera Wealth Management, LLC2,279,761$113.8M0.91%2025-12-31
21LPL Financial LLC2,206,395$110.1M0.88%2025-12-31
22WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,019,437$102.2M0.80%2025-12-31
23UBS Group AG1,887,039$94.2M0.75%2025-12-31
24Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,797,589$89.7M0.71%2025-12-31
25Team Hewins, LLC1,759,444$87.8M0.70%2025-12-31
26JONES FINANCIAL COMPANIES LLLP1,752,526$87.5M0.70%2025-12-31
27Confluence Wealth Services, Inc.1,732,779$86.5M0.69%2025-12-31
28Cetera Investment Advisers1,674,220$83.5M0.66%2025-12-31
29TCI Wealth Advisors, Inc.1,629,209$81.3M0.65%2025-12-31
30JACKSON THORNTON WEALTH MANAGEMENT, LLC1,416,777$71.7M0.56%2025-12-31
31CHOREO, LLC1,426,283$71.5M0.57%2025-12-31
32Evanson Asset Management, LLC1,386,778$69.2M0.55%2025-12-31
33BANK OF AMERICA CORP /DE/1,355,673$67.6M0.54%2025-12-31
34JANE STREET GROUP, LLC1,300,000$64.9M0.51%2025-12-31
35Sequoia Financial Advisors, LLC1,286,363$64.2M0.51%2025-12-31
36Beacon Pointe Advisors, LLC1,285,246$64.1M0.51%2025-12-31
37Wealth Management Nebraska1,272,627$63.5M0.50%2025-12-31
38DIXON FNANCIAL SERVICES, INC.1,267,615$63.3M0.50%2025-12-31
39Falcon Wealth Planning1,248,922$62.3M0.49%2025-12-31
40Beaird Harris Wealth Management, LLC1,171,961$58.5M0.46%2025-12-31
41True Link Financial Advisors, LLC1,147,531$57.3M0.45%2025-12-31
42Apella Capital, LLC1,145,849$57.2M0.45%2025-12-31
43Petersen Hastings Wealth Advisors Inc.1,123,945$56.1M0.44%2025-12-31
44Washington Trust Bank1,071,701$53.5M0.42%2025-12-31
45MASECO LLP1,032,961$51.5M0.41%2025-12-31
46Strategic Financial Services, Inc.843,698$46.0M0.33%2025-12-31
47EXENCIAL WEALTH ADVISORS, LLC909,376$45.4M0.36%2025-12-31
48SAX WEALTH ADVISORS, LLC897,869$44.8M0.35%2025-12-31
49Verus Financial Partners, Inc.851,719$44.7M0.34%2025-12-31
50KEB ASSET MANAGEMENT, LLC858,718$42.9M0.34%2025-12-31
51Root Financial Partners, LLC825,294$41.2M0.32%2025-12-31
52Smartleaf Asset Management LLC771,364$38.6M0.30%2025-12-31
53Pallas Capital Advisors LLC763,071$38.1M0.30%2025-12-31
54Planning Center, Inc.746,887$37.3M0.29%2025-12-31
55Wealth Architects, LLC733,561$36.6M0.29%2025-12-31
56Vise Technologies, Inc.732,975$36.6M0.29%2025-12-31
57McGlone Suttner Wealth Management, Inc.732,615$36.6M0.29%2025-12-31
58ECLECTIC ASSOCIATES INC /ADV717,205$35.8M0.28%2025-12-31
59Premier Financial Group709,324$35.4M0.28%2025-12-31
60Parkwoods Wealth Partners, LLC696,178$34.7M0.27%2025-12-31
61Forvis Mazars Wealth Advisors, LLC689,027$34.4M0.27%2025-12-31
62Royal Bank of Canada676,656$33.8M0.27%2025-12-31
63EARNED WEALTH ADVISORS, LLC663,969$33.1M0.26%2025-12-31
64Trinity Financial Advisors LLC661,650$33.0M0.26%2025-12-31
65Hill Investment Group Partners, LLC600,089$29.9M0.23%2025-12-31
66Equitable Holdings, Inc.596,720$29.8M0.23%2025-12-31
67Schoolcraft Capital LLC592,123$29.5M0.23%2025-12-31
68Three Arch Wealth Management LLC587,718$29.3M0.23%2025-12-31
69FIDUCIARY FINANCIAL GROUP, LLC583,917$29.1M0.23%2025-12-31
70Quent Long Short Global Small Cap Fund, LP566,736$28.3M0.22%2025-12-31
71Quent Capital, LLC566,736$28.3M0.22%2025-12-31
72TOBIAS FINANCIAL ADVISORS, INC.552,462$27.6M0.22%2025-12-31
73Rockefeller Capital Management L.P.526,551$26.3M0.21%2025-12-31
74Acropolis Investment Management, LLC520,176$26.0M0.20%2025-12-31
75Allworth Financial LP519,723$25.9M0.20%2025-12-31
76TRUIST FINANCIAL CORP517,395$25.8M0.20%2025-12-31
77JPMORGAN CHASE & CO508,588$25.4M0.20%2025-12-31
78Hudock, Inc.496,824$24.8M0.19%2025-12-31
79McMill Wealth Management495,832$24.7M0.19%2025-12-31
80First Command Advisory Services, Inc.479,786$23.9M0.19%2025-12-31
81LANDAAS & CO /WI /ADV473,890$23.6M0.18%2025-12-31
82SEVEN MILE ADVISORY471,905$23.5M0.18%2025-12-31
83Ocean Park Asset Management, LLC463,800$23.1M0.18%2025-12-31
84BAYSHORE ASSET MANAGEMENT, LLC450,427$22.5M0.18%2025-12-31
85PINNEY & SCOFIELD, INC.433,250$21.6M0.17%2025-12-31
86WELLS FARGO & COMPANY/MN432,824$21.6M0.17%2025-12-31
87Prism Advisors, Inc.431,255$21.5M0.17%2025-12-31
88CFS Investment Advisory Services, LLC427,604$21.3M0.17%2025-12-31
89Wescott Financial Advisory Group, LLC422,976$21.1M0.16%2025-12-31
90Financially in Tune, LLC417,530$20.8M0.16%2025-12-31
91Disciplined Equity Management, Inc.416,010$20.8M0.16%2025-12-31
92DOPKINS WEALTH MANAGEMENT, LLC415,108$20.7M0.16%2025-12-31
93Kestra Advisory Services, LLC409,487$20.4M0.16%2025-12-31
94AXXCESS WEALTH MANAGEMENT, LLC405,614$20.2M0.16%2025-12-31
95Squire Investment Management Company, LLC397,808$19.9M0.15%2025-12-31
96MASON STREET ADVISORS, LLC393,365$19.6M0.15%2025-12-31
97CLUNE & ASSOCIATES, LTD.392,659$19.6M0.15%2025-12-31
98MARKET STREET WEALTH MANAGEMENT ADVISORS LLC389,004$19.4M0.15%2025-12-31
99LRI Investments, LLC387,669$19.3M0.15%2025-12-31
100OSAIC HOLDINGS, INC.383,715$19.2M0.15%2025-12-31
101Embree Financial Group379,530$18.9M0.15%2025-12-31
102ShankerValleau Wealth Advisors, Inc.379,096$18.9M0.15%2025-12-31
103MML INVESTORS SERVICES, LLC375,978$18.8M0.15%2025-12-31
104McLean Asset Management Corp360,722$18.6M0.14%2025-12-31
105CLARIS ADVISORS, LLC / MO /368,497$18.4M0.14%2025-12-31
106COWA, LLC364,474$18.2M0.14%2025-12-31
107COMMONWEALTH EQUITY SERVICES, LLC364,193$18.2M0.14%2025-12-31
108VESTIA PERSONAL WEALTH ADVISORS351,744$18.1M0.14%2025-12-31
109TruWealth Advisors, LLC360,014$18.0M0.14%2025-12-31
110Apeiron RIA LLC336,377$17.9M0.13%2025-12-31
111MONETA GROUP INVESTMENT ADVISORS LLC357,314$17.8M0.14%2025-12-31
112Pathstone Holdings, LLC345,969$17.3M0.13%2025-12-31
113Shearwater Capital LLC342,883$17.1M0.13%2025-12-31
114Peirce Capital Management, LLC339,659$16.9M0.13%2025-12-31
115Baird Financial Group, Inc.336,327$16.8M0.13%2025-12-31
116Rather & Kittrell, Inc.335,871$16.8M0.13%2025-12-31
117CAPTRUST FINANCIAL ADVISORS333,482$16.6M0.13%2025-12-31
118Meritas Wealth Management, LLC331,066$16.5M0.13%2025-12-31
119Invst, LLC326,536$16.3M0.13%2025-12-31
120EnRich Financial Partners LLC321,514$16.0M0.12%2025-12-31
121AQR CAPITAL MANAGEMENT LLC320,008$16.0M0.12%2025-12-31
122Sterling Financial Planning, Inc.318,899$15.9M0.12%2025-12-31
123Disciplined Investments, LLC314,276$15.7M0.12%2025-12-31
124FISCHER INVESTMENT STRATEGIES, LLC304,220$15.2M0.12%2025-12-31
125Ruedi Wealth Management, Inc.304,011$15.2M0.12%2025-12-31
126JDH Wealth Management, LLC298,802$14.9M0.11%2025-12-31
127Mariner, LLC294,982$14.7M0.11%2025-12-31
128KM Capital Management Ltd.290,623$14.5M0.11%2025-12-31
129GREAT OAK CAPITAL PARTNERS, LLC285,209$14.4M0.11%2025-12-31
130VeraBank, N.A.282,840$14.1M0.11%2025-12-31
131Tradewinds, LLC.278,885$13.9M0.11%2025-12-31
132Guardian Wealth Management, LLC277,185$13.8M0.11%2025-12-31
133Fonville Wealth Management LLC275,147$13.7M0.10%2025-12-31
134STIFEL FINANCIAL CORP272,685$13.6M0.10%2025-12-31
135Lauterbach Financial Advisors, LLC269,206$13.4M0.10%2025-12-31
136Mraz, Amerine & Associates, Inc.267,218$13.3M0.10%2025-12-31
137Capstone Wealth Management, LLC266,607$13.3M0.10%2025-12-31
138Integrated Wealth Concepts LLC265,279$13.2M0.10%2025-12-31
139Destiny Wealth Partners, LLC251,244$13.2M0.10%2025-12-31
140ALLEN WEALTH MANAGEMENT, LLC259,722$13.0M0.10%2025-12-31
141B&D White Capital Company, LLC257,183$12.8M0.10%2025-12-31
142Savvy Advisors, Inc.246,867$12.3M0.09%2025-12-31
143MONOGRAPH WEALTH ADVISORS, LLC243,970$12.2M0.09%2025-12-31
144CARDIFF PARK ADVISORS, LLC243,394$12.1M0.09%2025-12-31
145Werba Rubin Papier Wealth Management241,881$12.1M0.09%2025-12-31
146DiNuzzo Private Wealth, Inc.239,983$12.0M0.09%2025-12-31
147MARYLAND CAPITAL ADVISORS INC.232,118$11.6M0.09%2025-12-31
148ELEVATE WEALTH ADVISORY, INC228,912$11.4M0.09%2025-12-31
149NORTHWEST WEALTH MANAGEMENT, LLC224,156$11.2M0.08%2025-12-31
150Austin Asset Management Co Inc211,643$10.6M0.08%2025-12-31
151ANDREWS, LUCIA WEALTH MANAGEMENT LLC209,201$10.4M0.08%2025-12-31
152MISSION WEALTH MANAGEMENT, LP207,529$10.4M0.08%2025-12-31
153BAKER BOYER NATIONAL BANK207,017$10.3M0.08%2025-12-31
154ASPIRIANT, LLC205,214$10.2M0.08%2025-12-31
155ABLE Financial Group, LLC204,097$10.2M0.08%2025-12-31
156Sentinus, LLC200,559$10.0M0.08%2025-12-31
157Visionary Wealth Advisors200,436$10.0M0.08%2025-12-31
158Financial Futures Ltd Liability Co.198,618$9.9M0.07%2025-12-31
159Caliber Wealth Management, LLC / KS196,866$9.8M0.07%2025-12-31
160Stone Summit Wealth LLC192,139$9.6M0.07%2025-12-31
161Waverly Advisors, LLC189,553$9.5M0.07%2025-12-31
162PHILLIPS FINANCIAL MANAGEMENT, LLC188,509$9.4M0.07%2025-12-31
163Forum Financial Management, LP186,082$9.3M0.07%2025-12-31
164Altiora Financial Group, LLC185,313$9.2M0.07%2025-12-31
165EQ WEALTH ADVISORS, LLC184,864$9.2M0.07%2025-12-31
166G2 CAPITAL MANAGEMENT, LLC / OH184,129$9.2M0.07%2025-12-31
167Compound Planning, Inc.183,071$9.1M0.07%2025-12-31
168Tortoise Investment Management, LLC181,586$9.1M0.07%2025-12-31
169Sanctuary Advisors, LLC171,946$8.6M0.06%2025-12-31
170REAP Financial Group, LLC169,616$8.5M0.06%2025-12-31
171BAKER TILLY WEALTH MANAGEMENT, LLC168,889$8.4M0.06%2025-12-31
172Cedar Point Capital Partners, LLC168,755$8.4M0.06%2025-12-31
173EVOKE WEALTH, LLC168,177$8.4M0.06%2025-12-31
174Oceanside Advisors LLC168,097$8.4M0.06%2025-12-31
175Kondo Wealth Advisors, Inc.166,861$8.3M0.06%2025-12-31
176Trademark Financial Management, LLC157,703$7.9M0.06%2025-12-31
177MORGAN STANLEY157,107$7.8M0.06%2025-12-31
178SB Capital Management Inc155,832$7.8M0.06%2025-12-31
179Certified Advisory Corp151,310$7.6M0.06%2025-12-31
180Financial Engines Advisors L.L.C.150,433$7.5M0.06%2025-12-31
181J. Mark Nickell & Co.150,122$7.5M0.06%2025-12-31
182Cordant, Inc.148,861$7.4M0.05%2025-12-31
183Family Legacy, Inc.148,511$7.4M0.05%2025-12-31
184Richard Young Associates, Ltd.147,600$7.4M0.05%2025-12-31
185Steward Partners Investment Advisory, LLC144,224$7.2M0.05%2025-12-31
186Mattern Wealth Management LLC141,357$7.1M0.05%2025-12-31
187Sculati Wealth Management, LLC141,230$7.0M0.05%2025-12-31
188Shotwell Rutter Baer Inc138,142$7.0M0.05%2025-12-31
189Perigon Wealth Management, LLC138,263$6.9M0.05%2025-12-31
190Compass Financial Group, Inc.136,824$6.8M0.05%2025-12-31
191MATHER GROUP, LLC.136,101$6.8M0.05%2025-12-31
192Stratos Wealth Partners, LTD.135,176$6.7M0.05%2025-12-31
193HMV Wealth Advisors, LLC135,095$6.7M0.05%2025-12-31
194N.E.W. Advisory Services LLC133,699$6.7M0.05%2025-12-31
195Larson Financial Group LLC131,782$6.6M0.05%2025-12-31
196Vistica Wealth Advisors, LLC131,403$6.6M0.05%2025-12-31
197RF&L WEALTH MANAGEMENT, LLC129,106$6.4M0.05%2025-12-31
198CreativeOne Wealth, LLC128,335$6.4M0.05%2025-12-31
1991900 WEALTH MANAGEMENT LLC126,018$6.3M0.05%2025-12-31
200Tillman Hartley LLC125,270$6.3M0.05%2025-12-31
201SEGALL BRYANT & HAMILL, LLC123,519$6.2M0.04%2025-12-31
202WHITTIER TRUST CO119,178$6.0M0.04%2025-12-31
203Timonier Family Office, LTD.119,333$6.0M0.04%2025-12-31
204Sterling Wealth Management, Inc.118,328$5.9M0.04%2025-12-31
205Avior Wealth Management, LLC116,769$5.8M0.04%2025-12-31
206Estate Counselors, LLC116,640$5.8M0.04%2025-12-31
207Avise Financial Cooperative, Inc.116,214$5.8M0.04%2025-12-31
208OMNI 360 Wealth, Inc.112,019$5.8M0.04%2025-12-31
209Miracle Mile Advisors, LLC115,136$5.7M0.04%2025-12-31
210Quantinno Capital Management LP114,651$5.7M0.04%2025-12-31
211&PARTNERS114,396$5.7M0.04%2025-12-31
212Glass Jacobson Investment Advisors llc113,238$5.7M0.04%2025-12-31
213Alpha Advisors, LLC/VA113,182$5.6M0.04%2025-12-31
214Del-Sette Capital Management, LLC113,006$5.6M0.04%2025-12-31
215DeLarme Wealth Management, Inc.112,717$5.6M0.04%2025-12-31
216ATLas Financial Planning LLC111,566$5.6M0.04%2025-12-31
217Laurel Wealth Planning LLC109,702$5.5M0.04%2025-12-31
218Valued Retirements, Inc.108,430$5.4M0.04%2025-12-31
219Brookstone Capital Management107,893$5.4M0.04%2025-12-31
220LAM GROUP, INC.106,408$5.3M0.04%2025-12-31
221Frankly Finances, LLC105,679$5.3M0.04%2025-12-31
222Envestnet Portfolio Solutions, Inc.103,972$5.2M0.04%2025-12-31
223Advisory Alpha, LLC102,680$5.1M0.04%2025-12-31
224BARNES PETTEY FINANCIAL ADVISORS, LLC102,521$5.1M0.04%2025-12-31
225Breakwater Capital Group100,861$5.0M0.04%2025-12-31
226KELLY FINANCIAL GROUP LLC100,610$5.0M0.04%2025-12-31
227Spire Wealth Management100,541$5.0M0.04%2025-12-31
228Graver Capital Management, LLC99,665$5.0M0.03%2025-12-31
229Tilson Financial Group, Inc.98,923$4.9M0.03%2025-12-31
230EverSource Wealth Advisors, LLC98,249$4.9M0.03%2025-12-31
231Addison Advisors LLC97,333$4.9M0.03%2025-12-31
232Armbruster Capital Management, Inc.97,145$4.8M0.03%2025-12-31
233Accel Wealth Management95,781$4.8M0.03%2025-12-31
234Porter White Investment Advisors, Inc.95,746$4.8M0.03%2025-12-31
235BENNINGFIELD FINANCIAL ADVISORS, LLC95,695$4.8M0.03%2025-12-31
236POINCIANA ADVISORS GROUP, LLC92,924$4.6M0.03%2025-12-31
237Moisand Fitzgerald Tamayo, LLC92,899$4.6M0.03%2025-12-31
238Burk Holdings LLC92,721$4.6M0.03%2025-12-31
239Verum Partners LLC92,047$4.6M0.03%2025-12-31
240Cambridge Financial Group, LLC107,470$4.5M0.04%2025-12-31
241InTrack Investment Management Inc89,599$4.5M0.03%2025-12-31
242Journey Beyond Wealth, LLC89,570$4.5M0.03%2025-12-31
243Beacon Harbor Wealth Advisors, Inc.89,462$4.5M0.03%2025-12-31
244CASTLE WEALTH MANAGEMENT LLC89,267$4.5M0.03%2025-12-31
245Wealthspire Advisors, LLC88,960$4.4M0.03%2025-12-31
246CVA Family Office, LLC87,750$4.4M0.03%2025-12-31
247Bedel Financial Consulting, Inc.87,416$4.4M0.03%2025-12-31
248Ariadne Wealth Management, LP77,997$4.3M0.03%2025-12-31
249Avidian Wealth Enterprises, LLC85,744$4.3M0.03%2025-12-31
250Investmark Advisory Group LLC84,262$4.2M0.03%2025-12-31
251TruNorth Capital Management, LLC83,573$4.2M0.03%2025-12-31
252AWM CAPITAL, LLC82,650$4.1M0.03%2025-12-31
253FMB WEALTH MANAGEMENT82,576$4.1M0.03%2025-12-31
254REGIONS FINANCIAL CORP80,393$4.0M0.03%2025-12-31
255Per Stirling Capital Management, LLC.80,069$4.0M0.03%2025-12-31
256FMR LLC77,465$3.9M0.03%2025-12-31
257L.K. Benson & Company, P.C.76,970$3.8M0.03%2025-12-31
258City State Bank76,739$3.8M0.03%2025-12-31
259FineMark National Bank & Trust76,467$3.8M0.03%2025-12-31
260SIGNET FINANCIAL MANAGEMENT, LLC75,449$3.8M0.03%2025-12-31
261Pillar Financial Advisors, LLC73,864$3.7M0.02%2025-12-31
262Merit Financial Group, LLC73,730$3.7M0.02%2025-12-31
263OLD MISSION CAPITAL LLC73,224$3.7M0.02%2025-12-31
264Aviance Capital Partners, LLC72,674$3.6M0.02%2025-12-31
265Beckerman Institutional, LLC71,711$3.6M0.02%2025-12-31
266SIGNATURE ESTATE & INVESTMENT ADVISORS LLC71,405$3.6M0.02%2025-12-31
267RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC71,355$3.6M0.02%2025-12-31
268AG Asset Advisory, LLC71,307$3.6M0.02%2025-12-31
269World Investment Advisors71,181$3.5M0.02%2025-12-31
270VANCE WEALTH, LLC70,744$3.5M0.02%2025-12-31
271Herold Advisors, Inc.70,226$3.5M0.02%2025-12-31
272Hippocratic Financial Advisors, LLC69,059$3.4M0.02%2025-12-31
273Symmetry Partners, LLC68,917$3.4M0.02%2025-12-31
274Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies68,793$3.4M0.02%2025-12-31
275Cresset Asset Management, LLC67,969$3.4M0.02%2025-12-31
276Opus Financial Solutions LLC67,860$3.4M0.02%2025-12-31
277Aegis Wealth Management LLC67,764$3.4M0.02%2025-12-31
278FORTERIS WEALTH MANAGEMENT INC.67,637$3.4M0.02%2025-12-31
279DELAP WEALTH ADVISORY, LLC66,885$3.3M0.02%2025-12-31
280IFP Advisors, Inc66,852$3.3M0.02%2025-12-31
281Lakeshore Financial Planning, Inc.66,536$3.3M0.02%2025-12-31
282Klingman & Associates, LLC66,367$3.3M0.02%2025-12-31
283Baring Financial LLC66,317$3.3M0.02%2025-12-31
284CLG LLC66,301$3.3M0.02%2025-12-31
285Winter & Associates, Inc.65,052$3.2M0.02%2025-12-31
286Belleair Asset Management, LLC64,825$3.2M0.02%2025-12-31
287CITADEL ADVISORS LLC64,453$3.2M0.02%2025-12-31
288Financial Synergies Wealth Advisors, Inc.64,344$3.2M0.02%2025-12-31
289Turning Point Benefit Group, Inc.64,332$3.2M0.02%2025-12-31
290Donalies Financial Planning, LLC64,314$3.2M0.02%2025-12-31
291Family CFO Inc64,262$3.2M0.02%2025-12-31
292Schubert & Co63,835$3.2M0.02%2025-12-31
293Kraft, Davis & Associates, LLC61,390$3.1M0.02%2025-12-31
294U.S. Capital Wealth Advisors, LLC61,977$3.1M0.02%2025-12-31
295Atria Investments, Inc61,696$3.1M0.02%2025-12-31
296Advisory Services Network, LLC61,627$3.1M0.02%2025-12-31
297KILNER CAPITAL ADVISORS, LLC60,972$3.0M0.02%2025-12-31
298Robertson Stephens Wealth Management, LLC59,957$3.0M0.02%2025-12-31
299Fund Evaluation Group, LLC58,850$2.9M0.02%2025-12-31
300McKinley Carter Wealth Services, Inc.58,238$2.9M0.02%2025-12-31
301Private Advisor Group, LLC58,151$2.9M0.02%2025-12-31
302Allegiance Financial Group Advisory Services LLC57,434$2.9M0.02%2025-12-31
303GOLDMAN SACHS GROUP INC56,948$2.8M0.02%2025-12-31
304Strathmore Capital Advisors, Inc.55,276$2.8M0.02%2025-12-31
305Kaufman Rossin Wealth, LLC54,961$2.7M0.02%2025-12-31
306COLLECTIVE FAMILY OFFICE LLC54,202$2.7M0.02%2025-12-31
307SwitchPoint Financial Planning, LLC53,777$2.7M0.02%2025-12-31
308Interchange Capital Partners, LLC53,680$2.7M0.02%2025-12-31
309M&T Bank Corp53,301$2.7M0.02%2025-12-31
310KESTRA PRIVATE WEALTH SERVICES, LLC53,022$2.6M0.02%2025-12-31
311MAI Capital Management52,615$2.6M0.02%2025-12-31
312AE Wealth Management LLC49,955$2.5M0.01%2025-12-31
313McCartney Wealth Management LLC49,583$2.5M0.01%2025-12-31
314Prism Planning Partners LLC49,549$2.5M0.01%2025-12-31
315Joel Isaacson & Co., LLC49,146$2.5M0.01%2025-12-31
316Navis Wealth Advisors, LLC47,874$2.4M0.01%2025-12-31
317Legacy Financial Advisors, Inc.47,219$2.4M0.01%2025-12-31
318Platform Wealth Management, LLC46,646$2.3M0.01%2025-12-31
319BUILDER INVESTMENT GROUP INC /ADV46,400$2.3M0.01%2025-12-31
320Pacific Asset Management, LLC45,756$2.3M0.01%2025-12-31
321Summit Financial, LLC45,625$2.3M0.01%2025-12-31
322NewEdge Advisors, LLC45,501$2.3M0.01%2025-12-31
323Greenspring Advisors, LLC45,314$2.3M0.01%2025-12-31
324Red Tortoise LLC45,302$2.3M0.01%2025-12-31
325Lodestone Wealth Management LLC45,164$2.3M0.01%2025-12-31
326Total Wealth Planning, LLC45,087$2.2M0.01%2025-12-31
327Krilogy Financial LLC42,491$2.2M0.01%2025-12-31
328Trace Wealth Advisors, LLC44,424$2.2M0.01%2025-12-31
329Aurelius Family Office LLC43,164$2.2M0.01%2025-12-31
330Strata Wealth Advisors, LLC43,705$2.2M0.01%2025-12-31
331LJI Wealth Management, LLC43,388$2.2M0.01%2025-12-31
332Freedom Investment Management, Inc.43,312$2.2M0.01%2025-12-31
333Clark Asset Management, LLC43,310$2.2M0.01%2025-12-31
334Pettinga Financial Advisors LLC42,741$2.1M0.01%2025-12-31
335Fifth Third Securities, Inc. 41,818$2.1M0.01%2025-12-31
336Investment Advisory Group, LLC41,674$2.1M0.01%2025-12-31
337Nautilus Advisors LLC41,531$2.1M0.01%2025-12-31
338BWM Planning, LLC40,979$2.0M0.01%2025-12-31
339AlphaCore Capital LLC40,874$2.0M0.01%2025-12-31
340Zhang Financial LLC40,849$2.0M0.01%2025-12-31
341CSS LLC/IL40,350$2.0M0.01%2025-12-31
342Boston Partners40,190$2.0M0.01%2025-12-31
343Atlantic Union Bankshares Corp40,149$2.0M0.01%2025-12-31
344QUARRY HILL ADVISORS, LLC39,745$2.0M0.01%2025-12-31
345Sovereign Financial Group, Inc.39,593$2.0M0.01%2025-12-31
346BluePrint Investing LLC39,038$1.9M0.01%2025-12-31
347Triangle Securities Wealth Management38,950$1.9M0.01%2025-12-31
348Applied Capital LLC38,926$1.9M0.01%2025-12-31
349Triumph Capital Management38,745$1.9M0.01%2025-12-31
350ARK & TLK INVESTMENTS, LLC38,291$1.9M0.01%2025-12-31
351Seven Springs Wealth Group, LLC37,585$1.9M0.01%2025-12-31
352Washington Trust Advisors, Inc.37,521$1.9M0.01%2025-12-31
353JFS WEALTH ADVISORS, LLC37,082$1.9M0.01%2025-12-31
354Aspirean Wealth, LLC36,408$1.8M0.01%2025-12-31
355SILVER OAK SECURITIES, INCORPORATED35,760$1.8M0.01%2025-12-31
356American Investment Services, Inc.35,620$1.8M0.01%2025-12-31
357Valued Wealth Advisors LLC35,605$1.8M0.01%2025-12-31
358TFO Wealth Partners, LLC35,031$1.7M0.01%2025-12-31
359Ballentine Partners, LLC34,870$1.7M0.01%2025-12-31
360Vantage Point Financial LLC34,430$1.7M0.01%2025-12-31
361HBE Wealth Management, LLC34,129$1.7M0.01%2025-12-31
362MORRIS FINANCIAL CONCEPTS, INC.34,029$1.7M0.01%2025-12-31
363Running Point Capital Advisors, LLC33,765$1.7M0.01%2025-12-31
364PEOPLES BANK /OH33,738$1.7M0.01%2025-12-31
365BRIDGE GENERATIONS WEALTH MANAGEMENT LLC33,191$1.7M0.01%2025-12-31
366APS Management Group, Inc.32,844$1.6M0.01%2025-12-31
367PREVAIL INNOVATIVE WEALTH ADVISORS, LLC32,638$1.6M0.01%2025-12-31
368Diversified Portfolios, Inc.32,596$1.6M0.01%2025-12-31
369OneDigital Investment Advisors LLC32,227$1.6M0.01%2025-12-31
370VERUS WEALTH MANAGEMENT, LLC32,209$1.6M0.01%2025-12-31
371Cherry Tree Wealth Management, LLC32,170$1.6M0.01%2025-12-31
372ZACKS INVESTMENT MANAGEMENT30,681$1.5M0.01%2025-12-31
373Heritage Wealth Management, Inc./Texas30,654$1.5M0.01%2025-12-31
374Arcadia Wealth Management, LLC30,508$1.5M0.01%2025-12-31
375Lutz Financial Services LLC29,623$1.5M0.01%2025-12-31
376Cornerstone Wealth Management, LLC28,926$1.4M0.01%2025-12-31
377Oath Planning, LLC28,672$1.4M0.01%2025-12-31
378Chicago Partners Investment Group LLC27,425$1.4M0.01%2025-12-31
379Valeo Financial Advisors, LLC28,246$1.4M0.01%2025-12-31
38025 LLC28,165$1.4M0.01%2025-12-31
381Powerhouse Assets LLC28,082$1.4M0.01%2025-12-31
382NEW WAVE WEALTH ADVISORS LLC28,053$1.4M0.01%2025-12-31
383Berger Financial Group, Inc27,905$1.4M0.01%2025-12-31
384Foundation Wealth Management, LLC\PA27,858$1.4M0.01%2025-12-31
385CITIZENS FINANCIAL GROUP INC/RI27,486$1.4M0.01%2025-12-31
386Quadrature Capital Ltd26,878$1.3M0.01%2025-12-31
387WATERSHED PRIVATE WEALTH LLC25,900$1.3M0.01%2025-12-31
388Curi Capital, LLC25,896$1.3M0.01%2025-12-31
389McGrath & Associates, Inc.25,392$1.3M0.01%2025-12-31
390ProCore Advisors, LLC25,311$1.3M0.01%2025-12-31
391Evergreen Wealth Partners LLC25,225$1.3M0.01%2025-12-31
392RIVERCHASE WEALTH MANAGEMENT, LLC25,151$1.3M0.01%2025-12-31
393Clarity Capital Advisors, LLC25,058$1.3M0.01%2025-12-31
394RTD Financial Advisors, Inc.24,953$1.2M0.00%2025-12-31
395SUTTON PLACE INVESTORS LLC24,738$1.2M0.00%2025-12-31
396COMPASS CAPITAL CORP /MA/ /ADV21,958$1.2M0.00%2025-12-31
397New Dimensions Wealth Management, LLC24,228$1.2M0.00%2025-12-31
398Bank of New York Mellon Corp23,687$1.2M0.00%2025-12-31
399Elmwood Wealth Management, Inc.23,442$1.2M0.00%2025-12-31
400RB Capital Management, LLC23,285$1.2M0.00%2025-12-31
401Wolfstich Capital, LLC23,198$1.2M0.00%2025-12-31
402ENCOMPASS WEALTH ADVISORS, LLC23,091$1.2M0.00%2025-12-31
403SEI INVESTMENTS CO23,037$1.1M0.00%2025-12-31
404Archvest Wealth Advisors, Inc.23,026$1.1M0.00%2025-12-31
405Longview Financial Advisors LLC22,911$1.1M0.00%2025-12-31
406Americana Partners, LLC22,697$1.1M0.00%2025-12-31
407Sunesis Advisors, LLC22,653$1.1M0.00%2025-12-31
408Mills Wealth Advisors LLC22,605$1.1M0.00%2025-12-31
409HBW ADVISORY SERVICES LLC22,441$1.1M0.00%2025-12-31
410Prosperity Planning, Inc.22,396$1.1M0.00%2025-12-31
411Beacon Financial Advisory LLC22,296$1.1M0.00%2025-12-31
412Dorsey & Whitney Trust CO LLC22,158$1.1M0.00%2025-12-31
413Approach Retirement Advisors, LLC21,923$1.1M0.00%2025-12-31
414Optivise Advisory Services LLC21,795$1.1M0.00%2025-12-31
415Wedmont Private Capital21,652$1.1M0.00%2025-12-31
416O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,698$1.1M0.00%2025-12-31
417Callan Family Office, LLC21,605$1.1M0.00%2025-12-31
418US BANCORP \DE\21,587$1.1M0.00%2025-12-31
419Pinnacle Financial Partners, Inc.21,348$1.1M0.00%2025-12-31
420SJS Investment Consulting Inc.21,182$1.1M0.00%2025-12-31
421DRIVE WEALTH MANAGEMENT, LLC21,079$1.1M0.00%2025-12-31
422Eaton Financial Holdings Company, LLC20,912$1.0M0.00%2025-12-31
423J.W. COLE ADVISORS, INC.20,847$1.0M0.00%2025-12-31
424FIFTH THIRD BANCORP20,833$1.0M0.00%2025-12-31
425CogentBlue Wealth Advisors, LLC20,699$1.0M0.00%2025-12-31
426BIP Wealth, LLC20,224$1.0M0.00%2025-12-31
427Orion Porfolio Solutions, LLC20,218$1.0M0.00%2025-12-31
428Avant Financial Advisors LLC20,080$1.0M0.00%2025-12-31
429Parallel Advisors, LLC20,079$1.0M0.00%2025-12-31
430Level Financial Advisors19,984$997.2K0.00%2025-12-31
431D.A. DAVIDSON & CO.19,883$992.2K0.00%2025-12-31
432TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC19,737$984.9K0.00%2025-12-31
433MPWM ADVISORY SOLUTIONS, LLC19,615$978.8K0.00%2025-12-31
434Ellenbecker Investment Group19,552$975.7K0.00%2025-12-31
435GWN SECURITIES INC.19,343$965.2K0.00%2025-12-31
436Balentine LLC19,315$963.8K0.00%2025-12-31
437IFG Advisors, LLC19,152$955.7K0.00%2025-12-31
438FAMILY WEALTH PARTNERS, LLC19,051$950.6K0.00%2025-12-31
439NerdWallet Wealth Partners, LLC18,783$937.3K0.00%2025-12-31
440Asset Dedication, LLC18,754$935.8K0.00%2025-12-31
441COMERICA BANK18,585$927.4K0.00%2025-12-31
442Hardin Capital Partners, LLC18,550$925.6K0.00%2025-12-31
443Lido Advisors, LLC19,174$914.9K0.00%2025-12-31
444GTS SECURITIES LLC18,303$913.3K0.00%2025-12-31
445Mustard Seed Financial, LLC17,865$891.5K0.00%2025-12-31
446BROWN ADVISORY INC17,806$888.5K0.00%2025-12-31
447Diversify Advisory Services, LLC17,209$887.6K0.00%2025-12-31
448E6 Portfolios, LLC17,759$886.2K0.00%2025-12-31
449Versant Capital Management, Inc17,680$882.2K0.00%2025-12-31
450MELFA WEALTH MANAGEMENT, INC.17,503$873.4K0.00%2025-12-31
451Able Wealth Management LLC17,355$866.0K0.00%2025-12-31