CUSIP 25434V815
DIMENSIONAL ETF TRUST
453 institutions · $4.58B total · 138,969,721 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Savant Capital, LLC | 16,083,198 | $529.0M | 11.57% | 2025-12-31 |
| 2 | MATHER GROUP, LLC. | 6,616,180 | $217.6M | 4.76% | 2025-12-31 |
| 3 | Corient Private Wealth LLC | 5,972,968 | $196.5M | 4.29% | 2025-12-31 |
| 4 | JMG Financial Group, Ltd. | 5,832,420 | $191.8M | 4.19% | 2025-12-31 |
| 5 | Focus Partners Wealth | 4,310,926 | $141.8M | 3.10% | 2025-12-31 |
| 6 | Cerity Partners LLC | 3,774,608 | $124.1M | 2.71% | 2025-12-31 |
| 7 | RITHOLTZ WEALTH MANAGEMENT | 3,618,411 | $119.0M | 2.60% | 2025-12-31 |
| 8 | Pathstone Holdings, LLC | 2,710,144 | $89.1M | 1.95% | 2025-12-31 |
| 9 | Modera Wealth Management, LLC | 2,660,446 | $87.5M | 1.91% | 2025-12-31 |
| 10 | Index Fund Advisors, Inc. | 2,556,867 | $84.1M | 1.83% | 2025-12-31 |
| 11 | Cetera Investment Advisers | 2,410,340 | $79.3M | 1.73% | 2025-12-31 |
| 12 | LPL Financial LLC | 2,109,965 | $69.4M | 1.51% | 2025-12-31 |
| 13 | Arista Wealth Management, LLC | 2,079,167 | $68.4M | 1.49% | 2025-12-31 |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 2,073,356 | $68.2M | 1.49% | 2025-12-31 |
| 15 | EXENCIAL WEALTH ADVISORS, LLC | 2,066,098 | $68.0M | 1.48% | 2025-12-31 |
| 16 | Creative Planning | 2,035,592 | $67.0M | 1.46% | 2025-12-31 |
| 17 | Focus Partners Advisor Solutions, LLC | 1,930,943 | $63.5M | 1.38% | 2025-12-31 |
| 18 | RAYMOND JAMES FINANCIAL INC | 1,850,539 | $60.9M | 1.33% | 2025-12-31 |
| 19 | EP Wealth Advisors, LLC | 1,538,016 | $50.6M | 1.10% | 2025-12-31 |
| 20 | Vestmark Advisory Solutions, Inc. | 1,434,271 | $47.2M | 1.03% | 2025-12-31 |
| 21 | DiNuzzo Private Wealth, Inc. | 1,351,902 | $44.5M | 0.97% | 2025-12-31 |
| 22 | Truepoint, Inc. | 1,337,204 | $44.0M | 0.96% | 2025-12-31 |
| 23 | BANK OF AMERICA CORP /DE/ | 1,324,987 | $43.6M | 0.95% | 2025-12-31 |
| 24 | COLDSTREAM CAPITAL MANAGEMENT INC | 1,098,321 | $36.1M | 0.79% | 2025-12-31 |
| 25 | Evanson Asset Management, LLC | 1,027,169 | $33.8M | 0.73% | 2025-12-31 |
| 26 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 980,120 | $33.5M | 0.70% | 2025-12-31 |
| 27 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 984,078 | $32.4M | 0.70% | 2025-12-31 |
| 28 | BANK OF MONTREAL /CAN/ | 952,873 | $31.3M | 0.68% | 2025-12-31 |
| 29 | OSAIC HOLDINGS, INC. | 935,306 | $30.8M | 0.67% | 2025-12-31 |
| 30 | Stordahl Capital Management, Inc. | 931,205 | $30.6M | 0.67% | 2025-12-31 |
| 31 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | 889,766 | $30.4M | 0.64% | 2025-12-31 |
| 32 | Leading Edge Financial Planning LLC | 923,964 | $30.4M | 0.66% | 2025-12-31 |
| 33 | Beacon Pointe Advisors, LLC | 912,614 | $30.0M | 0.65% | 2025-12-31 |
| 34 | Seaside Wealth Management, Inc. | 887,728 | $29.2M | 0.63% | 2025-12-31 |
| 35 | United Wealth Management, LLC | 883,949 | $29.1M | 0.63% | 2025-12-31 |
| 36 | HighTower Advisors, LLC | 881,077 | $29.0M | 0.63% | 2025-12-31 |
| 37 | Hassell Wealth Management, LLC | 751,660 | $26.2M | 0.54% | 2025-12-31 |
| 38 | Integrity Advisory Solutions, LLC | 795,935 | $26.2M | 0.57% | 2025-12-31 |
| 39 | Sequoia Financial Advisors, LLC | 747,768 | $24.6M | 0.53% | 2025-12-31 |
| 40 | INTEGRITY ALLIANCE, LLC. | 696,249 | $22.9M | 0.50% | 2025-12-31 |
| 41 | HARBOUR INVESTMENTS, INC. | 684,890 | $22.5M | 0.49% | 2025-12-31 |
| 42 | Rather & Kittrell, Inc. | 681,209 | $22.4M | 0.49% | 2025-12-31 |
| 43 | COMMONWEALTH EQUITY SERVICES, LLC | 655,965 | $21.6M | 0.47% | 2025-12-31 |
| 44 | Safeguard Investment Advisory Group, LLC | 654,229 | $21.5M | 0.47% | 2025-12-31 |
| 45 | Retirement Solution LLC | 652,952 | $21.5M | 0.46% | 2025-12-31 |
| 46 | Diversified Portfolios, Inc. | 645,753 | $21.2M | 0.46% | 2025-12-31 |
| 47 | Zhang Financial LLC | 635,274 | $20.9M | 0.45% | 2025-12-31 |
| 48 | Root Financial Partners, LLC | 617,486 | $20.3M | 0.44% | 2025-12-31 |
| 49 | Integris Wealth Management, LLC | 608,200 | $20.0M | 0.43% | 2025-12-31 |
| 50 | Krilogy Financial LLC | 567,473 | $19.9M | 0.40% | 2025-12-31 |
| 51 | OneDigital Investment Advisors LLC | 600,596 | $19.8M | 0.43% | 2025-12-31 |
| 52 | Chicago Partners Investment Group LLC | 554,711 | $19.5M | 0.39% | 2025-12-31 |
| 53 | Equita Financial Network, Inc. | 590,753 | $19.4M | 0.42% | 2025-12-31 |
| 54 | NewEdge Advisors, LLC | 585,714 | $19.3M | 0.42% | 2025-12-31 |
| 55 | Wealth Dimensions Group, Ltd. | 555,493 | $18.3M | 0.39% | 2025-12-31 |
| 56 | NORTHERN TRUST CORP | 536,792 | $17.7M | 0.38% | 2025-12-31 |
| 57 | Alpha Financial Advisors, LLC | 529,912 | $17.4M | 0.38% | 2025-12-31 |
| 58 | Wealth Advisors Northwest LLC | 524,670 | $17.3M | 0.37% | 2025-12-31 |
| 59 | Geneos Wealth Management Inc. | 492,987 | $16.2M | 0.35% | 2025-12-31 |
| 60 | Grunden Financial Advisory, Inc. | 464,053 | $15.3M | 0.33% | 2025-12-31 |
| 61 | Rockefeller Capital Management L.P. | 460,259 | $15.1M | 0.33% | 2025-12-31 |
| 62 | Perigon Wealth Management, LLC | 457,656 | $15.1M | 0.32% | 2025-12-31 |
| 63 | Clarity Wealth Development LLC | 453,367 | $14.9M | 0.32% | 2025-12-31 |
| 64 | Vise Technologies, Inc. | 453,238 | $14.9M | 0.32% | 2025-12-31 |
| 65 | Trust Co of the South | 446,272 | $14.7M | 0.32% | 2025-12-31 |
| 66 | Allworth Financial LP | 441,034 | $14.5M | 0.31% | 2025-12-31 |
| 67 | Timonier Family Office, LTD. | 431,045 | $14.2M | 0.31% | 2025-12-31 |
| 68 | Well Done, LLC | 428,720 | $14.1M | 0.30% | 2025-12-31 |
| 69 | Physician Wealth Solutions Inc. | 428,333 | $14.1M | 0.30% | 2025-12-31 |
| 70 | Avantax Planning Partners, Inc. | 420,408 | $13.8M | 0.30% | 2025-12-31 |
| 71 | TOBIAS FINANCIAL ADVISORS, INC. | 414,592 | $13.6M | 0.29% | 2025-12-31 |
| 72 | JPMORGAN CHASE & CO | 401,241 | $13.6M | 0.28% | 2025-12-31 |
| 73 | Farther Finance Advisors, LLC | 406,031 | $13.4M | 0.29% | 2025-12-31 |
| 74 | Oceanside Advisors LLC | 404,604 | $13.3M | 0.29% | 2025-12-31 |
| 75 | Foundation Wealth Management, LLC\PA | 400,037 | $13.2M | 0.28% | 2025-12-31 |
| 76 | Greenline Partners, LLC | 386,604 | $12.7M | 0.27% | 2025-12-31 |
| 77 | CARDIFF PARK ADVISORS, LLC | 383,489 | $12.6M | 0.27% | 2025-12-31 |
| 78 | SCRATCH CAPITAL LLC | 376,351 | $12.4M | 0.27% | 2025-12-31 |
| 79 | Private Wealth Management Group, LLC | 366,421 | $12.1M | 0.26% | 2025-12-31 |
| 80 | Mariner, LLC | 356,828 | $11.7M | 0.25% | 2025-12-31 |
| 81 | RFG Advisory, LLC | 351,192 | $11.6M | 0.25% | 2025-12-31 |
| 82 | KEB ASSET MANAGEMENT, LLC | 336,139 | $11.1M | 0.24% | 2025-12-31 |
| 83 | Financial Engines Advisors L.L.C. | 333,788 | $11.0M | 0.24% | 2025-12-31 |
| 84 | Plancorp, LLC | 329,509 | $10.8M | 0.23% | 2025-12-31 |
| 85 | Pinnacle Wealth Management Advisory Group, LLC | 328,564 | $10.8M | 0.23% | 2025-12-31 |
| 86 | PINNACLE ASSOCIATES LTD | 328,564 | $10.8M | 0.23% | 2025-12-31 |
| 87 | AdvisorNet Financial, Inc | 322,866 | $10.6M | 0.23% | 2025-12-31 |
| 88 | Kestra Advisory Services, LLC | 322,210 | $10.6M | 0.23% | 2025-12-31 |
| 89 | Financial Architects, LLC | 320,990 | $10.6M | 0.23% | 2025-12-31 |
| 90 | Abel Hall, LLC | 319,571 | $10.5M | 0.22% | 2025-12-31 |
| 91 | McIlrath & Eck, LLC | 316,718 | $10.4M | 0.22% | 2025-12-31 |
| 92 | BOS Asset Management, LLC | 315,598 | $10.4M | 0.22% | 2025-12-31 |
| 93 | Avant Financial Advisors LLC | 314,848 | $10.4M | 0.22% | 2025-12-31 |
| 94 | Orion Porfolio Solutions, LLC | 306,620 | $10.1M | 0.22% | 2025-12-31 |
| 95 | Freedom Investment Management, Inc. | 305,980 | $10.1M | 0.22% | 2025-12-31 |
| 96 | Waterford Advisors, LLC | 279,065 | $10.1M | 0.20% | 2025-12-31 |
| 97 | VESTIA PERSONAL WEALTH ADVISORS | 280,061 | $9.9M | 0.20% | 2025-12-31 |
| 98 | RCS Financial Planning, LLC | 293,376 | $9.6M | 0.21% | 2025-12-31 |
| 99 | Ballentine Capital Advisors, Inc | 288,288 | $9.5M | 0.20% | 2025-12-31 |
| 100 | Sterling Financial Planning, Inc. | 286,687 | $9.4M | 0.20% | 2025-12-31 |
| 101 | TWO SIGMA INVESTMENTS, LP | 285,500 | $9.4M | 0.20% | 2025-12-31 |
| 102 | MML INVESTORS SERVICES, LLC | 282,440 | $9.3M | 0.20% | 2025-12-31 |
| 103 | Tortoise Investment Management, LLC | 279,622 | $9.2M | 0.20% | 2025-12-31 |
| 104 | Aspen Capital Management, LLC | 276,339 | $9.1M | 0.19% | 2025-12-31 |
| 105 | Royal Bank of Canada | 261,233 | $8.6M | 0.18% | 2025-12-31 |
| 106 | TCI Wealth Advisors, Inc. | 260,138 | $8.6M | 0.18% | 2025-12-31 |
| 107 | SENTINEL WEALTH MANAGEMENT, INC. | 255,418 | $8.4M | 0.18% | 2025-12-31 |
| 108 | EQ WEALTH ADVISORS, LLC | 221,760 | $7.3M | 0.15% | 2025-12-31 |
| 109 | McLean Asset Management Corp | 201,538 | $7.0M | 0.14% | 2025-12-31 |
| 110 | Parkwoods Wealth Partners, LLC | 207,768 | $6.8M | 0.14% | 2025-12-31 |
| 111 | COLLECTIVE FAMILY OFFICE LLC | 203,465 | $6.7M | 0.14% | 2025-12-31 |
| 112 | Gradient Capital Advisors, LLC | 197,631 | $6.5M | 0.14% | 2025-12-31 |
| 113 | PINNEY & SCOFIELD, INC. | 195,879 | $6.4M | 0.14% | 2025-12-31 |
| 114 | MONETA GROUP INVESTMENT ADVISORS LLC | 194,562 | $6.4M | 0.14% | 2025-12-31 |
| 115 | Vantage Point Financial LLC | 188,576 | $6.2M | 0.13% | 2025-12-31 |
| 116 | Discipline Wealth Solutions, LLC | 187,302 | $6.2M | 0.13% | 2025-12-31 |
| 117 | SEVEN MILE ADVISORY | 184,914 | $6.1M | 0.13% | 2025-12-31 |
| 118 | Hippocratic Financial Advisors, LLC | 180,097 | $5.9M | 0.12% | 2025-12-31 |
| 119 | Pillar Financial Advisors, LLC | 179,654 | $5.9M | 0.12% | 2025-12-31 |
| 120 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 179,220 | $5.9M | 0.12% | 2025-12-31 |
| 121 | STIFEL FINANCIAL CORP | 176,978 | $5.8M | 0.12% | 2025-12-31 |
| 122 | Strathmore Capital Advisors, Inc. | 164,361 | $5.4M | 0.11% | 2025-12-31 |
| 123 | B&D White Capital Company, LLC | 157,148 | $5.2M | 0.11% | 2025-12-31 |
| 124 | Lantz Financial LLC | 156,489 | $5.1M | 0.11% | 2025-12-31 |
| 125 | JONES FINANCIAL COMPANIES LLLP | 155,328 | $5.1M | 0.11% | 2025-12-31 |
| 126 | Burk Holdings LLC | 153,935 | $5.1M | 0.11% | 2025-12-31 |
| 127 | Pettinga Financial Advisors LLC | 153,554 | $5.1M | 0.11% | 2025-12-31 |
| 128 | Marquette Asset Management, LLC | 152,908 | $5.0M | 0.11% | 2025-12-31 |
| 129 | Acorn Wealth Advisors, LLC | 152,128 | $5.0M | 0.10% | 2025-12-31 |
| 130 | Foundry Financial LLC | 151,671 | $5.0M | 0.10% | 2025-12-31 |
| 131 | American Investment Services, Inc. | 151,323 | $5.0M | 0.10% | 2025-12-31 |
| 132 | Three Arch Wealth Management LLC | 147,363 | $4.8M | 0.10% | 2025-12-31 |
| 133 | Cravens & Co Advisors, LLC | 136,080 | $4.7M | 0.09% | 2025-12-31 |
| 134 | XY Planning Network, Inc. | 141,075 | $4.6M | 0.10% | 2025-12-31 |
| 135 | CLIENT 1ST ADVISORY GROUP, LLC | 141,013 | $4.6M | 0.10% | 2025-12-31 |
| 136 | Forum Financial Management, LP | 140,472 | $4.6M | 0.10% | 2025-12-31 |
| 137 | Fermata Advisors, LLC | 139,640 | $4.6M | 0.10% | 2025-12-31 |
| 138 | Wealthcare Advisory Partners LLC | 138,689 | $4.6M | 0.09% | 2025-12-31 |
| 139 | Kane Co Wealth Management, Inc. | 137,524 | $4.5M | 0.09% | 2025-12-31 |
| 140 | Aviance Capital Partners, LLC | 136,021 | $4.5M | 0.09% | 2025-12-31 |
| 141 | Hill Investment Group Partners, LLC | 134,521 | $4.4M | 0.09% | 2025-12-31 |
| 142 | &PARTNERS | 133,625 | $4.4M | 0.09% | 2025-12-31 |
| 143 | Schoolcraft Capital LLC | 133,127 | $4.4M | 0.09% | 2025-12-31 |
| 144 | McMill Wealth Management | 132,420 | $4.4M | 0.09% | 2025-12-31 |
| 145 | Advisory Alpha, LLC | 127,762 | $4.2M | 0.09% | 2025-12-31 |
| 146 | Quantum Financial Advisors, LLC | 126,447 | $4.2M | 0.09% | 2025-12-31 |
| 147 | Level Financial Advisors | 125,763 | $4.1M | 0.09% | 2025-12-31 |
| 148 | V2 Financial group LLC | 123,459 | $4.1M | 0.08% | 2025-12-31 |
| 149 | SUMMIT WEALTH GROUP LLC / CO | 123,025 | $4.0M | 0.08% | 2025-12-31 |
| 150 | SIGNET FINANCIAL MANAGEMENT, LLC | 122,387 | $4.0M | 0.08% | 2025-12-31 |
| 151 | Disciplined Investors, L.L.C. | 121,806 | $4.0M | 0.08% | 2025-12-31 |
| 152 | Summit Wealth Group, LLC | 119,574 | $3.9M | 0.08% | 2025-12-31 |
| 153 | MELFA WEALTH MANAGEMENT, INC. | 119,051 | $3.9M | 0.08% | 2025-12-31 |
| 154 | Quent Long Short Global Small Cap Fund, LP | 118,139 | $3.9M | 0.08% | 2025-12-31 |
| 155 | Quent Capital, LLC | 118,139 | $3.9M | 0.08% | 2025-12-31 |
| 156 | INTEGRATED CAPITAL MANAGEMENT, INC. | 116,842 | $3.8M | 0.08% | 2025-12-31 |
| 157 | W.H. Cornerstone Investments Inc. | 111,518 | $3.7M | 0.08% | 2025-12-31 |
| 158 | ABLE Financial Group, LLC | 111,132 | $3.7M | 0.07% | 2025-12-31 |
| 159 | Financial Symmetry Inc | 109,266 | $3.6M | 0.07% | 2025-12-31 |
| 160 | CSS LLC/IL | 109,020 | $3.6M | 0.07% | 2025-12-31 |
| 161 | Advyzon Investment Management, LLC | 108,328 | $3.6M | 0.07% | 2025-12-31 |
| 162 | CLUNE & ASSOCIATES, LTD. | 105,556 | $3.5M | 0.07% | 2025-12-31 |
| 163 | Team Hewins, LLC | 105,175 | $3.5M | 0.07% | 2025-12-31 |
| 164 | WealthCollab, LLC | 104,840 | $3.4M | 0.07% | 2025-12-31 |
| 165 | IFG Advisory, LLC | 101,483 | $3.3M | 0.07% | 2025-12-31 |
| 166 | Austin Private Wealth, LLC | 100,353 | $3.3M | 0.07% | 2025-12-31 |
| 167 | BetterWealth, LLC | 100,323 | $3.3M | 0.07% | 2025-12-31 |
| 168 | LAM GROUP, INC. | 98,990 | $3.3M | 0.07% | 2025-12-31 |
| 169 | BIP Wealth, LLC | 98,251 | $3.2M | 0.07% | 2025-12-31 |
| 170 | Schubert & Co | 98,092 | $3.2M | 0.07% | 2025-12-31 |
| 171 | Squire Investment Management Company, LLC | 97,445 | $3.2M | 0.07% | 2025-12-31 |
| 172 | EverSource Wealth Advisors, LLC | 96,274 | $3.2M | 0.06% | 2025-12-31 |
| 173 | Blue Trust, Inc. | 95,656 | $3.1M | 0.06% | 2025-12-31 |
| 174 | Trailhead Planners LLC | 93,151 | $3.1M | 0.06% | 2025-12-31 |
| 175 | Madrid Wealth Management, LLC | 92,338 | $3.0M | 0.06% | 2025-12-31 |
| 176 | Two West Capital Advisors LLC | 91,885 | $3.0M | 0.06% | 2025-12-31 |
| 177 | Gibraltar Capital Management, Inc. | 91,830 | $3.0M | 0.06% | 2025-12-31 |
| 178 | FineMark National Bank & Trust | 91,624 | $3.0M | 0.06% | 2025-12-31 |
| 179 | Atlantic Union Bankshares Corp | 91,472 | $3.0M | 0.06% | 2025-12-31 |
| 180 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 91,277 | $3.0M | 0.06% | 2025-12-31 |
| 181 | SNS Financial Group, LLC | 87,732 | $2.9M | 0.06% | 2025-12-31 |
| 182 | Oak Wealth Advisors LLC | 87,479 | $2.9M | 0.06% | 2025-12-31 |
| 183 | VANCE WEALTH, LLC | 86,706 | $2.9M | 0.06% | 2025-12-31 |
| 184 | Burton Enright Welch | 86,652 | $2.8M | 0.06% | 2025-12-31 |
| 185 | Vannoy Advisory Group, Inc. | 85,237 | $2.8M | 0.06% | 2025-12-31 |
| 186 | TRUIST FINANCIAL CORP | 82,489 | $2.7M | 0.05% | 2025-12-31 |
| 187 | Alpha Advisors, LLC/VA | 82,115 | $2.7M | 0.05% | 2025-12-31 |
| 188 | BAYSHORE ASSET MANAGEMENT, LLC | 82,000 | $2.7M | 0.05% | 2025-12-31 |
| 189 | NORTHWEST WEALTH MANAGEMENT, LLC | 79,632 | $2.6M | 0.05% | 2025-12-31 |
| 190 | Sanctuary Advisors, LLC | 79,434 | $2.6M | 0.05% | 2025-12-31 |
| 191 | LJI Wealth Management, LLC | 78,317 | $2.6M | 0.05% | 2025-12-31 |
| 192 | WorthPointe, LLC | 76,817 | $2.5M | 0.05% | 2025-12-31 |
| 193 | Wealthfront Advisers LLC | 75,069 | $2.5M | 0.05% | 2025-12-31 |
| 194 | ROBERTS GLORE & CO INC /IL/ | 74,936 | $2.5M | 0.05% | 2025-12-31 |
| 195 | LEGACY FINANCIAL GROUP, INC. | 74,641 | $2.5M | 0.05% | 2025-12-31 |
| 196 | Ruedi Wealth Management, Inc. | 72,415 | $2.4M | 0.05% | 2025-12-31 |
| 197 | Brady Martz Wealth Solutions, LLC | 71,830 | $2.4M | 0.05% | 2025-12-31 |
| 198 | KINGSWOOD WEALTH ADVISORS, LLC | 69,475 | $2.3M | 0.04% | 2025-12-31 |
| 199 | Lindenwold Advisors, INC | 70,465 | $2.2M | 0.05% | 2025-12-31 |
| 200 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 67,979 | $2.2M | 0.04% | 2025-12-31 |
| 201 | MAI Capital Management | 66,039 | $2.2M | 0.04% | 2025-12-31 |
| 202 | Dakota Wealth Management | 65,569 | $2.2M | 0.04% | 2025-12-31 |
| 203 | Emprise Bank | 64,879 | $2.1M | 0.04% | 2025-12-31 |
| 204 | QUARRY HILL ADVISORS, LLC | 64,124 | $2.1M | 0.04% | 2025-12-31 |
| 205 | True Wealth Design, LLC | 62,830 | $2.1M | 0.04% | 2025-12-31 |
| 206 | Moisand Fitzgerald Tamayo, LLC | 62,560 | $2.1M | 0.04% | 2025-12-31 |
| 207 | FIRETHORN WEALTH PARTNERS, LLC | 61,626 | $2.0M | 0.04% | 2025-12-31 |
| 208 | Approach Retirement Advisors, LLC | 60,930 | $2.0M | 0.04% | 2025-12-31 |
| 209 | Meritas Wealth Management, LLC | 60,455 | $2.0M | 0.04% | 2025-12-31 |
| 210 | MB Generational Wealth, LLC | 59,289 | $2.0M | 0.04% | 2025-12-31 |
| 211 | SageView Advisory Group, LLC | 59,259 | $1.9M | 0.04% | 2025-12-31 |
| 212 | AIRE ADVISORS, LLC | 58,804 | $1.9M | 0.04% | 2025-12-31 |
| 213 | Grant Private Wealth Management Inc | 57,593 | $1.9M | 0.04% | 2025-12-31 |
| 214 | Twin Cities Retirement Group LLC | 57,339 | $1.9M | 0.04% | 2025-12-31 |
| 215 | CITIGROUP INC | 56,283 | $1.9M | 0.04% | 2025-12-31 |
| 216 | MISSION WEALTH MANAGEMENT, LP | 54,895 | $1.8M | 0.03% | 2025-12-31 |
| 217 | SC&H Financial Advisors, Inc. | 54,479 | $1.8M | 0.03% | 2025-12-31 |
| 218 | MONOGRAPH WEALTH ADVISORS, LLC | 54,284 | $1.8M | 0.03% | 2025-12-31 |
| 219 | Mustard Seed Financial, LLC | 53,392 | $1.8M | 0.03% | 2025-12-31 |
| 220 | KEYVANTAGE WEALTH, LLC | 53,274 | $1.8M | 0.03% | 2025-12-31 |
| 221 | DOPKINS WEALTH MANAGEMENT, LLC | 53,179 | $1.7M | 0.03% | 2025-12-31 |
| 222 | Wedmont Private Capital | 51,105 | $1.7M | 0.03% | 2025-12-31 |
| 223 | Greenspring Advisors, LLC | 51,373 | $1.7M | 0.03% | 2025-12-31 |
| 224 | FOUNDERS FINANCIAL SECURITIES LLC | 50,676 | $1.7M | 0.03% | 2025-12-31 |
| 225 | Apella Capital, LLC | 49,868 | $1.6M | 0.03% | 2025-12-31 |
| 226 | Daner Wealth Management, LLC | 43,484 | $1.6M | 0.03% | 2025-12-31 |
| 227 | Rockwood Wealth Management, LLC | 49,019 | $1.6M | 0.03% | 2025-12-31 |
| 228 | DELAP WEALTH ADVISORY, LLC | 48,836 | $1.6M | 0.03% | 2025-12-31 |
| 229 | Gemmer Asset Management LLC | 47,541 | $1.6M | 0.03% | 2025-12-31 |
| 230 | Austin Asset Management Co Inc | 47,513 | $1.6M | 0.03% | 2025-12-31 |
| 231 | CPA Asset Management LLC | 47,115 | $1.5M | 0.03% | 2025-12-31 |
| 232 | HFG Advisors, Inc. | 46,775 | $1.5M | 0.03% | 2025-12-31 |
| 233 | Quadcap Wealth Management, LLC | 46,219 | $1.5M | 0.03% | 2025-12-31 |
| 234 | Mutual Advisors, LLC | 46,015 | $1.5M | 0.03% | 2025-12-31 |
| 235 | RAM Investment Partners, LLC | 45,728 | $1.5M | 0.03% | 2025-12-31 |
| 236 | Waterway Wealth Management, LLC | 45,607 | $1.5M | 0.03% | 2025-12-31 |
| 237 | CreativeOne Wealth, LLC | 44,625 | $1.5M | 0.03% | 2025-12-31 |
| 238 | Triad Wealth Partners, LLC | 44,596 | $1.5M | 0.03% | 2025-12-31 |
| 239 | Investmark Advisory Group LLC | 44,523 | $1.5M | 0.03% | 2025-12-31 |
| 240 | Financially in Tune, LLC | 43,494 | $1.4M | 0.03% | 2025-12-31 |
| 241 | Pacific Asset Management, LLC | 42,600 | $1.4M | 0.03% | 2025-12-31 |
| 242 | Grove Street Fiduciary, LLC | 42,140 | $1.4M | 0.03% | 2025-12-31 |
| 243 | Boston Partners | 41,691 | $1.4M | 0.03% | 2025-12-31 |
| 244 | GREAT VALLEY ADVISOR GROUP, INC. | 41,403 | $1.4M | 0.02% | 2025-12-31 |
| 245 | FIDUCIARY FINANCIAL GROUP, LLC | 41,306 | $1.4M | 0.02% | 2025-12-31 |
| 246 | Glass Jacobson Investment Advisors llc | 40,673 | $1.3M | 0.02% | 2025-12-31 |
| 247 | Porter White Investment Advisors, Inc. | 40,639 | $1.3M | 0.02% | 2025-12-31 |
| 248 | MORGAN STANLEY | 40,468 | $1.3M | 0.02% | 2025-12-31 |
| 249 | Aegis Wealth Management LLC | 39,252 | $1.3M | 0.02% | 2025-12-31 |
| 250 | ATLas Financial Planning LLC | 38,927 | $1.3M | 0.02% | 2025-12-31 |
| 251 | Sprinkle Financial Consultants LLC | 38,652 | $1.3M | 0.02% | 2025-12-31 |
| 252 | Excelsior Advisor Network LLC | 38,572 | $1.3M | 0.02% | 2025-12-31 |
| 253 | Brookstone Capital Management | 38,309 | $1.3M | 0.02% | 2025-12-31 |
| 254 | Clear Harbor Asset Management, LLC | 37,785 | $1.2M | 0.02% | 2025-12-31 |
| 255 | Revolve Wealth Partners, LLC | 37,021 | $1.2M | 0.02% | 2025-12-31 |
| 256 | AXXCESS WEALTH MANAGEMENT, LLC | 36,698 | $1.2M | 0.02% | 2025-12-31 |
| 257 | Oder Investment Management, LLC | 36,521 | $1.2M | 0.02% | 2025-12-31 |
| 258 | Wealth Preservation Advisors, LLC | 36,330 | $1.2M | 0.02% | 2025-12-31 |
| 259 | GREAT OAK CAPITAL PARTNERS, LLC | 35,872 | $1.2M | 0.02% | 2025-12-31 |
| 260 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 36,202 | $1.2M | 0.02% | 2025-12-31 |
| 261 | Morton Brown Family Wealth, LLC | 36,195 | $1.2M | 0.02% | 2025-12-31 |
| 262 | Keyes, Stange & Wooten Wealth Management, LLC | 36,130 | $1.2M | 0.02% | 2025-12-31 |
| 263 | Wealth Management Nebraska | 35,233 | $1.2M | 0.02% | 2025-12-31 |
| 264 | GEM Asset Management, LLC | 33,897 | $1.1M | 0.02% | 2025-12-31 |
| 265 | Ponta Wealth Partners, LLC | 34,826 | $1.1M | 0.02% | 2025-12-31 |
| 266 | Wilkerson Advisory Group LLC | 34,644 | $1.1M | 0.02% | 2025-12-31 |
| 267 | TANDEMGROWTH FINANCIAL ADVISORS LLC | 34,263 | $1.1M | 0.02% | 2025-12-31 |
| 268 | CURIO WEALTH, LLC | 33,256 | $1.1M | 0.02% | 2025-12-31 |
| 269 | AQR CAPITAL MANAGEMENT LLC | 33,779 | $1.1M | 0.02% | 2025-12-31 |
| 270 | Savvy Advisors, Inc. | 33,242 | $1.1M | 0.02% | 2025-12-31 |
| 271 | Fiduciary Alliance LLC | 33,190 | $1.1M | 0.02% | 2025-12-31 |
| 272 | HBE Wealth Management, LLC | 33,097 | $1.1M | 0.02% | 2025-12-31 |
| 273 | E6 Portfolios, LLC | 32,983 | $1.1M | 0.02% | 2025-12-31 |
| 274 | BUILDER INVESTMENT GROUP INC /ADV | 32,801 | $1.1M | 0.02% | 2025-12-31 |
| 275 | Total Wealth Planning, LLC | 32,598 | $1.1M | 0.02% | 2025-12-31 |
| 276 | Smartleaf Asset Management LLC | 31,985 | $1.1M | 0.02% | 2025-12-31 |
| 277 | Flagstone Financial Management | 32,265 | $1.1M | 0.02% | 2025-12-31 |
| 278 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31,957 | $1.1M | 0.02% | 2025-12-31 |
| 279 | Cambridge Financial Group, LLC | 32,852 | $1.1M | 0.02% | 2025-12-31 |
| 280 | Eldridge Investment Advisors, Inc. | 31,656 | $1.0M | 0.02% | 2025-12-31 |
| 281 | GEN Financial Management, INC. | 31,567 | $1.0M | 0.02% | 2025-12-31 |
| 282 | RIVERCHASE WEALTH MANAGEMENT, LLC | 31,115 | $1.0M | 0.02% | 2025-12-31 |
| 283 | Petersen Hastings Wealth Advisors Inc. | 31,085 | $1.0M | 0.02% | 2025-12-31 |
| 284 | Ariadne Wealth Management, LP | 27,743 | $1.0M | 0.01% | 2025-12-31 |
| 285 | HMV Wealth Advisors, LLC | 30,460 | $1.0M | 0.02% | 2025-12-31 |
| 286 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 30,403 | $1000.0K | 0.02% | 2025-12-31 |
| 287 | EARNED WEALTH ADVISORS, LLC | 30,125 | $990.8K | 0.02% | 2025-12-31 |
| 288 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 29,458 | $968.9K | 0.02% | 2025-12-31 |
| 289 | FMB WEALTH MANAGEMENT | 27,835 | $915.5K | 0.02% | 2025-12-31 |
| 290 | McClarren Financial Advisors, Inc. | 13,176 | $912.5K | 0.00% | 2025-12-31 |
| 291 | Foster Group, Inc. | 27,487 | $904.0K | 0.01% | 2025-12-31 |
| 292 | Wealthspire Advisors, LLC | 27,345 | $899.4K | 0.01% | 2025-12-31 |
| 293 | Pine Harbor Wealth Management, LLC | 27,332 | $898.9K | 0.01% | 2025-12-31 |
| 294 | TUDOR INVESTMENT CORP ET AL | 27,312 | $898.3K | 0.01% | 2025-12-31 |
| 295 | C M BIDWELL & ASSOCIATES LTD | 26,132 | $859.5K | 0.01% | 2025-12-31 |
| 296 | RTD Financial Advisors, Inc. | 26,021 | $855.8K | 0.01% | 2025-12-31 |
| 297 | CARY STREET PARTNERS FINANCIAL LLC | 25,899 | $851.8K | 0.01% | 2025-12-31 |
| 298 | Financial Plan, Inc. | 25,689 | $844.9K | 0.01% | 2025-12-31 |
| 299 | BDFS Capital LLC | 25,577 | $841.2K | 0.01% | 2025-12-31 |
| 300 | TCFG WEALTH MANAGEMENT, LLC | 25,498 | $838.6K | 0.01% | 2025-12-31 |
| 301 | Lodestone Wealth Management LLC | 24,994 | $822.1K | 0.01% | 2025-12-31 |
| 302 | Diversified Trust Co | 24,796 | $815.5K | 0.01% | 2025-12-31 |
| 303 | REDW Wealth LLC | 24,710 | $812.7K | 0.01% | 2025-12-31 |
| 304 | Quantinno Capital Management LP | 24,670 | $811.4K | 0.01% | 2025-12-31 |
| 305 | Edge Financial Advisors LLC | 28,120 | $809.3K | 0.02% | 2025-12-31 |
| 306 | DBK Financial Counsel, LLC | 24,321 | $799.9K | 0.01% | 2025-12-31 |
| 307 | Higgins & Schmidt Wealth Strategies LLC | 23,986 | $788.9K | 0.01% | 2025-12-31 |
| 308 | Stratos Investment Management, LLC | 23,845 | $784.3K | 0.01% | 2025-12-31 |
| 309 | Valued Wealth Advisors LLC | 23,563 | $775.0K | 0.01% | 2025-12-31 |
| 310 | CITADEL ADVISORS LLC | 23,433 | $770.7K | 0.01% | 2025-12-31 |
| 311 | VISTA CAPITAL PARTNERS, INC. | 23,120 | $760.4K | 0.01% | 2025-12-31 |
| 312 | Cyndeo Wealth Partners, LLC | 23,088 | $759.4K | 0.01% | 2025-12-31 |
| 313 | Merit Financial Group, LLC | 23,027 | $757.4K | 0.01% | 2025-12-31 |
| 314 | Keating Financial Advisory Services, Inc. | 22,936 | $754.4K | 0.01% | 2025-12-31 |
| 315 | Friday Financial | 22,821 | $750.6K | 0.01% | 2025-12-31 |
| 316 | Global Trust Wealth Management LLC | 22,793 | $749.7K | 0.01% | 2025-12-31 |
| 317 | Compass Ion Advisors, LLC | 22,665 | $745.5K | 0.01% | 2025-12-31 |
| 318 | Advisory Services Network, LLC | 22,636 | $744.5K | 0.01% | 2025-12-31 |
| 319 | Golden Bell Financial Planning LLC | 22,629 | $744.3K | 0.01% | 2025-12-31 |
| 320 | CLG LLC | 21,772 | $716.1K | 0.01% | 2025-12-31 |
| 321 | Disciplined Investments, LLC | 21,602 | $710.5K | 0.01% | 2025-12-31 |
| 322 | Shearwater Capital LLC | 21,221 | $698.0K | 0.01% | 2025-12-31 |
| 323 | Lauterbach Financial Advisors, LLC | 21,164 | $696.1K | 0.01% | 2025-12-31 |
| 324 | COMPASS CAPITAL CORP /MA/ /ADV | 18,597 | $690.0K | 0.01% | 2025-12-31 |
| 325 | CVA Family Office, LLC | 20,717 | $681.4K | 0.01% | 2025-12-31 |
| 326 | DeLarme Wealth Management, Inc. | 20,560 | $676.2K | 0.01% | 2025-12-31 |
| 327 | Avondale Wealth Management | 20,327 | $668.6K | 0.01% | 2025-12-31 |
| 328 | Bank of New York Mellon Corp | 19,975 | $657.0K | 0.01% | 2025-12-31 |
| 329 | Sensenig Capital Advisors, Inc | 19,938 | $655.8K | 0.01% | 2025-12-31 |
| 330 | Peirce Capital Management, LLC | 19,933 | $655.6K | 0.01% | 2025-12-31 |
| 331 | Vantus Wealth LLC | 19,828 | $652.1K | 0.01% | 2025-12-31 |
| 332 | Physician Wealth Advisors, Inc. | 19,645 | $646.1K | 0.01% | 2025-12-31 |
| 333 | Graves Light Lenhart Wealth, Inc. | 19,641 | $646.0K | 0.01% | 2025-12-31 |
| 334 | CarsonAllaria Wealth Management, Ltd. | 19,542 | $642.7K | 0.01% | 2025-12-31 |
| 335 | JDH Wealth Management, LLC | 19,182 | $630.9K | 0.01% | 2025-12-31 |
| 336 | BAKER TILLY WEALTH MANAGEMENT, LLC | 19,113 | $628.6K | 0.01% | 2025-12-31 |
| 337 | Equitable Holdings, Inc. | 18,930 | $622.6K | 0.01% | 2025-12-31 |
| 338 | Fort Vancouver Investment Management, LLC | 18,841 | $619.7K | 0.01% | 2025-12-31 |
| 339 | HANOVER ADVISORS INC | 18,759 | $617.0K | 0.01% | 2025-12-31 |
| 340 | Aurelius Family Office LLC | 18,159 | $612.7K | 0.01% | 2025-12-31 |
| 341 | Cogent Private Wealth, Inc. | 18,014 | $592.5K | 0.01% | 2025-12-31 |
| 342 | Astra Wealth Partners LLC | 17,950 | $590.4K | 0.01% | 2025-12-31 |
| 343 | Hutchens & Kramer Investment Management Group, LLC | 17,913 | $589.2K | 0.01% | 2025-12-31 |
| 344 | ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 17,866 | $587.6K | 0.01% | 2025-12-31 |
| 345 | Prudent Man Investment Management, Inc. | 17,551 | $577.3K | 0.01% | 2025-12-31 |
| 346 | Powerhouse Assets LLC | 17,447 | $573.8K | 0.01% | 2025-12-31 |
| 347 | MERCER GLOBAL ADVISORS INC /ADV | 17,441 | $573.6K | 0.01% | 2025-12-31 |
| 348 | Joel Isaacson & Co., LLC | 17,190 | $565.4K | 0.01% | 2025-12-31 |
| 349 | Spire Wealth Management | 17,177 | $564.9K | 0.01% | 2025-12-31 |
| 350 | SB Capital Management Inc | 17,006 | $559.3K | 0.01% | 2025-12-31 |
| 351 | FLPUTNAM INVESTMENT MANAGEMENT CO | 16,860 | $554.5K | 0.01% | 2025-12-31 |
| 352 | CLARIS ADVISORS, LLC / MO / | 16,824 | $553.3K | 0.01% | 2025-12-31 |
| 353 | IFP Advisors, Inc | 16,569 | $545.0K | 0.01% | 2025-12-31 |
| 354 | BROWN ADVISORY INC | 16,561 | $544.7K | 0.01% | 2025-12-31 |
| 355 | Verisail Partners, LLC | 16,451 | $541.1K | 0.01% | 2025-12-31 |
| 356 | Clark Asset Management, LLC | 16,286 | $535.6K | 0.01% | 2025-12-31 |
| 357 | KESTRA PRIVATE WEALTH SERVICES, LLC | 16,065 | $528.4K | 0.01% | 2025-12-31 |
| 358 | 25 LLC | 16,011 | $526.6K | 0.01% | 2025-12-31 |
| 359 | Johnson Wealth Management, LLC | 15,780 | $519.0K | 0.01% | 2025-12-31 |
| 360 | LAZARI CAPITAL MANAGEMENT, INC. | 15,725 | $517.2K | 0.01% | 2025-12-31 |
| 361 | GeoWealth Management, LLC | 15,326 | $504.1K | 0.01% | 2025-12-31 |
| 362 | Meredith Wealth Planning | 15,081 | $496.0K | 0.01% | 2025-12-31 |
| 363 | Austin Wealth Management, LLC | 14,380 | $495.1K | 0.01% | 2025-12-31 |
| 364 | WRIGHT WEALTH LLC | 15,012 | $493.7K | 0.01% | 2025-12-31 |
| 365 | HB Wealth Management, LLC | 15,001 | $493.4K | 0.01% | 2025-12-31 |
| 366 | Donalies Financial Planning, LLC | 14,643 | $481.6K | 0.01% | 2025-12-31 |
| 367 | AlphaCore Capital LLC | 14,521 | $477.6K | 0.01% | 2025-12-31 |
| 368 | Essential Planning, LLC. | 14,497 | $476.8K | 0.01% | 2025-12-31 |
| 369 | 55 North Private Wealth, LLC | 14,493 | $476.7K | 0.01% | 2025-12-31 |
| 370 | Cypress Point Wealth Management, LLC | 14,153 | $465.5K | 0.01% | 2025-12-31 |
| 371 | Opus Financial Solutions LLC | 13,995 | $460.3K | 0.01% | 2025-12-31 |
| 372 | REDMONT WEALTH ADVISORS LLC | 13,733 | $451.7K | 0.00% | 2025-12-31 |
| 373 | Capstone Wealth Management, Inc. | 13,669 | $450.3K | 0.00% | 2025-12-31 |
| 374 | NWAM LLC | 13,500 | $444.0K | 0.00% | 2025-12-31 |
| 375 | L.K. Benson & Company, P.C. | 13,448 | $442.3K | 0.00% | 2025-12-31 |
| 376 | VOISARD ASSET MANAGEMENT GROUP, INC. | 13,361 | $439.4K | 0.00% | 2025-12-31 |
| 377 | HANCOCK WHITNEY CORP | 13,293 | $437.2K | 0.00% | 2025-12-31 |
| 378 | Clearstead Advisors, LLC | 13,290 | $437.1K | 0.00% | 2025-12-31 |
| 379 | Fortis Capital Advisors, LLC | 12,655 | $416.2K | 0.00% | 2025-12-31 |
| 380 | Belpointe Asset Management LLC | 12,655 | $416.2K | 0.00% | 2025-12-31 |
| 381 | Yardley Wealth Management LLC | 12,569 | $413.4K | 0.00% | 2025-12-31 |
| 382 | Partners in Financial Planning | 12,558 | $413.0K | 0.00% | 2025-12-31 |
| 383 | Werba Rubin Papier Wealth Management | 12,450 | $409.5K | 0.00% | 2025-12-31 |
| 384 | Lutz Financial Services LLC | 12,109 | $398.3K | 0.00% | 2025-12-31 |
| 385 | Argyle Capital Partners, LLC | 11,302 | $371.7K | 0.00% | 2025-12-31 |
| 386 | Family CFO Inc | 11,214 | $368.8K | 0.00% | 2025-12-31 |
| 387 | ELEVATE WEALTH ADVISORY, INC | 11,003 | $361.9K | 0.00% | 2025-12-31 |
| 388 | Frankly Finances, LLC | 10,901 | $358.5K | 0.00% | 2025-12-31 |
| 389 | Platform Wealth Management, LLC | 10,853 | $357.0K | 0.00% | 2025-12-31 |
| 390 | Acropolis Investment Management, LLC | 10,823 | $356.0K | 0.00% | 2025-12-31 |
| 391 | Triumph Capital Management | 10,698 | $351.9K | 0.00% | 2025-12-31 |
| 392 | Liberty Capital Management, Inc. | 10,539 | $346.6K | 0.00% | 2025-12-31 |
| 393 | tru Independence LLC | 10,514 | $345.8K | 0.00% | 2025-12-31 |
| 394 | Infinity Wealth Counsel, LLC | 10,485 | $344.9K | 0.00% | 2025-12-31 |
| 395 | Fortitude Family Office, LLC | 10,223 | $336.2K | 0.00% | 2025-12-31 |
| 396 | Apollon Wealth Management, LLC | 10,029 | $329.9K | 0.00% | 2025-12-31 |
| 397 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,948 | $327.2K | 0.00% | 2025-12-31 |
| 398 | Clarity Capital Advisors, LLC | 9,709 | $319.3K | 0.00% | 2025-12-31 |
| 399 | U.S. Capital Wealth Advisors, LLC | 9,685 | $318.5K | 0.00% | 2025-12-31 |
| 400 | Beaird Harris Wealth Management, LLC | 9,583 | $315.2K | 0.00% | 2025-12-31 |
| 401 | Kondo Wealth Advisors, Inc. | 9,518 | $313.0K | 0.00% | 2025-12-31 |
| 402 | OPTIMA CAPITAL LLC | 9,381 | $308.5K | 0.00% | 2025-12-31 |
| 403 | Triangle Securities Wealth Management | 9,301 | $305.9K | 0.00% | 2025-12-31 |
| 404 | Narus Financial Partners, LLC | 9,504 | $302.6K | 0.00% | 2025-12-31 |
| 405 | Fortis Capital Management LLC | 9,168 | $301.5K | 0.00% | 2025-12-31 |
| 406 | Financial Harvest, LLC | 9,049 | $297.6K | 0.00% | 2025-12-31 |
| 407 | D. E. Shaw & Co., Inc. | 8,975 | $295.2K | 0.00% | 2025-12-31 |
| 408 | PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 8,630 | $283.9K | 0.00% | 2025-12-31 |
| 409 | First Financial Group Corp | 8,625 | $283.7K | 0.00% | 2025-12-31 |
| 410 | Triune Financial Partners, LLC | 8,045 | $282.6K | 0.00% | 2025-12-31 |
| 411 | Belleair Asset Management, LLC | 8,579 | $282.2K | 0.00% | 2025-12-31 |
| 412 | DAVENPORT & Co LLC | 8,544 | $281.0K | 0.00% | 2025-12-31 |
| 413 | Berger Financial Group, Inc | 8,500 | $279.6K | 0.00% | 2025-12-31 |
| 414 | Abacus Planning Group, Inc. | 8,483 | $279.0K | 0.00% | 2025-12-31 |
| 415 | Arkadios Wealth Advisors | 8,325 | $273.8K | 0.00% | 2025-12-31 |
| 416 | Baker Ellis Asset Management LLC | 8,000 | $263.1K | 0.00% | 2025-12-31 |
| 417 | SAX WEALTH ADVISORS, LLC | 7,981 | $262.5K | 0.00% | 2025-12-31 |
| 418 | Allegiance Financial Group Advisory Services LLC | 7,978 | $262.4K | 0.00% | 2025-12-31 |
| 419 | Entelevest, LLC | 7,957 | $261.7K | 0.00% | 2025-12-31 |
| 420 | Tillman Hartley LLC | 7,786 | $256.1K | 0.00% | 2025-12-31 |
| 421 | Oath Planning, LLC | 7,679 | $252.6K | 0.00% | 2025-12-31 |
| 422 | William Mack & Associates, Inc. | 7,520 | $247.3K | 0.00% | 2025-12-31 |
| 423 | Shore Point Advisors, LLC | 7,392 | $243.1K | 0.00% | 2025-12-31 |
| 424 | Simplicity Wealth,LLC | 7,358 | $242.0K | 0.00% | 2025-12-31 |
| 425 | Northwest Wealth Advisors, LLC | 7,339 | $241.4K | 0.00% | 2025-12-31 |
| 426 | Aspire Private Capital, LLC | 7,306 | $240.3K | 0.00% | 2025-12-31 |
| 427 | Rialto Wealth Management, LLC | 7,211 | $237.2K | 0.00% | 2025-12-31 |
| 428 | Kaufman Rossin Wealth, LLC | 7,175 | $236.0K | 0.00% | 2025-12-31 |
| 429 | SIGNATUREFD, LLC | 7,166 | $235.7K | 0.00% | 2025-12-31 |
| 430 | WELLS FARGO & COMPANY/MN | 7,113 | $233.9K | 0.00% | 2025-12-31 |
| 431 | TILIA FIDUCIARY PARTNERS, INC. | 6,953 | $228.7K | 0.00% | 2025-12-31 |
| 432 | Mills Wealth Advisors LLC | 6,857 | $225.5K | 0.00% | 2025-12-31 |
| 433 | SUTTON PLACE INVESTORS LLC | 6,824 | $224.4K | 0.00% | 2025-12-31 |
| 434 | Rockbridge Investment Management, LCC | 6,747 | $221.9K | 0.00% | 2025-12-31 |
| 435 | PRIVATE TRUST CO NA | 6,540 | $215.1K | 0.00% | 2025-12-31 |
| 436 | Geometric Wealth Advisors | 6,440 | $211.8K | 0.00% | 2025-12-31 |
| 437 | Hurley Capital, LLC | 6,388 | $210.1K | 0.00% | 2025-12-31 |
| 438 | Altiora Financial Group, LLC | 6,376 | $209.7K | 0.00% | 2025-12-31 |
| 439 | Brooklyn Investment Group | 6,222 | $207.1K | 0.00% | 2025-12-31 |
| 440 | Private Advisor Group, LLC | 6,181 | $203.3K | 0.00% | 2025-12-31 |
| 441 | UMB Bank, n.a. | 5,771 | $189.8K | 0.00% | 2025-12-31 |
| 442 | GILPIN WEALTH MANAGEMENT, LLC | 5,647 | $185.7K | 0.00% | 2025-12-31 |
| 443 | RHL GROUP, LLC | 4,953 | $162.9K | 0.00% | 2025-12-31 |
| 444 | Global Financial Private Client, LLC | 4,494 | $147.8K | 0.00% | 2025-12-31 |
| 445 | Mendota Financial Group, LLC | 4,145 | $136.3K | 0.00% | 2025-12-31 |
| 446 | LOM Asset Management Ltd | 4,100 | $134.8K | 0.00% | 2025-12-31 |
| 447 | WealthShield Partners, LLC | 3,964 | $130.4K | 0.00% | 2025-12-31 |
| 448 | Empowered Funds, LLC | 3,908 | $128.5K | 0.00% | 2025-12-31 |
| 449 | AE Wealth Management LLC | 3,731 | $122.7K | 0.00% | 2025-12-31 |
| 450 | Signature Resources Capital Management, LLC | 3,384 | $111.3K | 0.00% | 2025-12-31 |
| 451 | Global Trust Asset Management, LLC | 3,340 | $109.9K | 0.00% | 2025-12-31 |
| 452 | Global Retirement Partners, LLC | 3,292 | $108.3K | 0.00% | 2025-12-31 |
| 453 | Operose Advisors LLC | 3,178 | $104.5K | 0.00% | 2025-12-31 |