CUSIP 25434V823
DIMENSIONAL ETF TRUST
283 institutions · $1.09B total · 48,351,467 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3,803,617 | $87.1M | 7.86% | 2025-12-31 |
| 2 | HighTower Advisors, LLC | 2,575,478 | $59.0M | 5.32% | 2025-12-31 |
| 3 | PRUDENTIAL FINANCIAL INC | 2,454,700 | $56.2M | 5.07% | 2025-12-31 |
| 4 | Elwood & Goetz Wealth Advisory Group, LLC | 2,375,621 | $54.4M | 4.91% | 2025-12-31 |
| 5 | Root Financial Partners, LLC | 1,909,269 | $43.7M | 3.94% | 2025-12-31 |
| 6 | Vise Technologies, Inc. | 1,696,565 | $38.9M | 3.50% | 2025-12-31 |
| 7 | Moisand Fitzgerald Tamayo, LLC | 1,358,580 | $31.1M | 2.80% | 2025-12-31 |
| 8 | RAM Investment Partners, LLC | 1,355,398 | $31.0M | 2.80% | 2025-12-31 |
| 9 | Rather & Kittrell, Inc. | 1,009,694 | $23.1M | 2.08% | 2025-12-31 |
| 10 | GREAT OAK CAPITAL PARTNERS, LLC | 1,005,555 | $23.1M | 2.07% | 2025-12-31 |
| 11 | Savant Capital, LLC | 958,787 | $22.0M | 1.98% | 2025-12-31 |
| 12 | Beacon Pointe Advisors, LLC | 852,933 | $19.5M | 1.76% | 2025-12-31 |
| 13 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 749,757 | $17.2M | 1.55% | 2025-12-31 |
| 14 | TWO SIGMA INVESTMENTS, LP | 692,700 | $15.9M | 1.43% | 2025-12-31 |
| 15 | Sequoia Financial Advisors, LLC | 687,487 | $15.7M | 1.42% | 2025-12-31 |
| 16 | Burton Enright Welch | 674,979 | $15.5M | 1.39% | 2025-12-31 |
| 17 | Wealth Dimensions Group, Ltd. | 648,822 | $14.9M | 1.34% | 2025-12-31 |
| 18 | United Wealth Management, LLC | 524,020 | $12.0M | 1.08% | 2025-12-31 |
| 19 | Fidato Wealth LLC | 523,417 | $12.0M | 1.08% | 2025-12-31 |
| 20 | Beaird Harris Wealth Management, LLC | 521,934 | $12.0M | 1.07% | 2025-12-31 |
| 21 | EXENCIAL WEALTH ADVISORS, LLC | 489,628 | $11.2M | 1.01% | 2025-12-31 |
| 22 | Pathstone Holdings, LLC | 480,723 | $11.0M | 0.99% | 2025-12-31 |
| 23 | Core Wealth Management, Inc. | 477,897 | $10.9M | 0.98% | 2025-12-31 |
| 24 | LPL Financial LLC | 423,777 | $9.7M | 0.87% | 2025-12-31 |
| 25 | SATOVSKY ASSET MANAGEMENT LLC | 422,647 | $9.7M | 0.87% | 2025-12-31 |
| 26 | Willow Creek Wealth Management Inc. | 391,044 | $9.3M | 0.80% | 2025-09-30 |
| 27 | Timonier Family Office, LTD. | 406,986 | $9.3M | 0.84% | 2025-12-31 |
| 28 | JACKSON THORNTON ASSET MANAGEMENT, LLC | 400,192 | $9.2M | 0.82% | 2025-12-31 |
| 29 | RAYMOND JAMES FINANCIAL INC | 395,558 | $9.1M | 0.81% | 2025-12-31 |
| 30 | Helen Stephens Group, LLC | 377,538 | $8.6M | 0.78% | 2025-12-31 |
| 31 | Onyx Financial Advisors, LLC | 374,049 | $8.6M | 0.77% | 2025-12-31 |
| 32 | PINNEY & SCOFIELD, INC. | 373,392 | $8.6M | 0.77% | 2025-12-31 |
| 33 | Forum Financial Management, LP | 364,541 | $8.3M | 0.75% | 2025-12-31 |
| 34 | LRI Investments, LLC | 352,787 | $8.1M | 0.72% | 2025-12-31 |
| 35 | Crestmont Private Wealth LLC | 330,287 | $7.6M | 0.68% | 2025-12-31 |
| 36 | Pillar Financial Advisors, LLC | 312,893 | $7.2M | 0.64% | 2025-12-31 |
| 37 | Dynamic Advisor Solutions LLC | 302,980 | $6.9M | 0.62% | 2025-12-31 |
| 38 | Straight Path Wealth Management | 288,441 | $6.6M | 0.59% | 2025-12-31 |
| 39 | Vannoy Advisory Group, Inc. | 278,088 | $6.4M | 0.57% | 2025-12-31 |
| 40 | Private Advisor Group, LLC | 277,161 | $6.3M | 0.57% | 2025-12-31 |
| 41 | Financial Harvest, LLC | 269,637 | $6.2M | 0.55% | 2025-12-31 |
| 42 | CURIO WEALTH, LLC | 267,970 | $6.2M | 0.55% | 2025-12-31 |
| 43 | Stokes Family Office, LLC | 262,910 | $6.0M | 0.54% | 2025-12-31 |
| 44 | Pinnacle Financial Group, LLC / IL | 259,342 | $5.9M | 0.53% | 2025-12-31 |
| 45 | AWM CAPITAL, LLC | 254,990 | $5.8M | 0.52% | 2025-12-31 |
| 46 | ASSET PLANNING CORPORATION | 223,428 | $5.3M | 0.46% | 2025-09-30 |
| 47 | PBMares Wealth Management LLC | 215,273 | $5.1M | 0.44% | 2025-09-30 |
| 48 | Oceanside Advisors LLC | 222,202 | $5.1M | 0.45% | 2025-12-31 |
| 49 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 219,517 | $5.0M | 0.45% | 2025-12-31 |
| 50 | Chicago Partners Investment Group LLC | 213,268 | $5.0M | 0.44% | 2025-12-31 |
| 51 | Gradient Capital Advisors, LLC | 206,004 | $4.7M | 0.42% | 2025-12-31 |
| 52 | LEGACY FINANCIAL GROUP, INC. | 202,506 | $4.6M | 0.41% | 2025-12-31 |
| 53 | Seneschal Advisors, LLC | 200,775 | $4.6M | 0.41% | 2025-12-31 |
| 54 | Brinker Capital Investments, LLC | 196,935 | $4.5M | 0.40% | 2025-12-31 |
| 55 | Integrity Wealth Solutions LLC | 195,054 | $4.5M | 0.40% | 2025-12-31 |
| 56 | SUMMIT WEALTH GROUP LLC / CO | 191,499 | $4.4M | 0.39% | 2025-12-31 |
| 57 | DIVERSIFY WEALTH MANAGEMENT, LLC | 187,732 | $4.4M | 0.38% | 2025-12-31 |
| 58 | GRAND WEALTH MANAGEMENT, LLC | 189,181 | $4.3M | 0.39% | 2025-12-31 |
| 59 | DecisionPoint Financial, LLC | 184,746 | $4.2M | 0.38% | 2025-12-31 |
| 60 | Bridgewater Advisors Inc. | 177,918 | $4.2M | 0.36% | 2025-12-31 |
| 61 | PFG Private Wealth Management, LLC | 174,724 | $4.2M | 0.36% | 2025-09-30 |
| 62 | Citrine Capital LLC | 179,547 | $4.1M | 0.37% | 2025-12-31 |
| 63 | Arcadia Wealth Management, Inc. | 177,609 | $4.1M | 0.36% | 2025-12-31 |
| 64 | Rachor Investment Advisory Services, LLC | 177,039 | $4.1M | 0.36% | 2025-12-31 |
| 65 | BCU Wealth Advisors, LLC | 172,306 | $3.9M | 0.35% | 2025-12-31 |
| 66 | North Berkeley Wealth Management, LLC | 167,397 | $3.8M | 0.34% | 2025-12-31 |
| 67 | Rockwood Wealth Management, LLC | 166,799 | $3.8M | 0.34% | 2025-12-31 |
| 68 | Ruedi Wealth Management, Inc. | 165,232 | $3.8M | 0.34% | 2025-12-31 |
| 69 | MARYLAND CAPITAL ADVISORS INC. | 163,162 | $3.7M | 0.33% | 2025-12-31 |
| 70 | Apella Capital, LLC | 161,683 | $3.7M | 0.33% | 2025-12-31 |
| 71 | Evanson Asset Management, LLC | 160,324 | $3.7M | 0.33% | 2025-12-31 |
| 72 | Disciplined Investments, LLC | 151,897 | $3.5M | 0.31% | 2025-12-31 |
| 73 | Aprio Wealth Management, LLC | 148,299 | $3.4M | 0.30% | 2025-12-31 |
| 74 | BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 146,686 | $3.4M | 0.30% | 2025-12-31 |
| 75 | Burk Holdings LLC | 141,338 | $3.2M | 0.29% | 2025-12-31 |
| 76 | PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 137,730 | $3.2M | 0.28% | 2025-12-31 |
| 77 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 130,672 | $3.0M | 0.27% | 2025-12-31 |
| 78 | Hurlow Wealth Management Group, Inc. | 128,312 | $2.9M | 0.26% | 2025-12-31 |
| 79 | Strathmore Capital Advisors, Inc. | 126,643 | $2.9M | 0.26% | 2025-12-31 |
| 80 | MML INVESTORS SERVICES, LLC | 125,094 | $2.9M | 0.25% | 2025-12-31 |
| 81 | BUILDER INVESTMENT GROUP INC /ADV | 122,676 | $2.8M | 0.25% | 2025-12-31 |
| 82 | Brown Financial Advisory | 119,825 | $2.7M | 0.24% | 2025-12-31 |
| 83 | Squire Investment Management Company, LLC | 118,923 | $2.7M | 0.24% | 2025-12-31 |
| 84 | Johnson Wealth Management, LLC | 118,808 | $2.7M | 0.24% | 2025-12-31 |
| 85 | PFG Advisors | 116,314 | $2.7M | 0.24% | 2025-12-31 |
| 86 | Integrated Wealth Concepts LLC | 113,720 | $2.6M | 0.23% | 2025-12-31 |
| 87 | Glass Jacobson Investment Advisors llc | 108,528 | $2.5M | 0.22% | 2025-12-31 |
| 88 | COMMONWEALTH EQUITY SERVICES, LLC | 106,687 | $2.4M | 0.22% | 2025-12-31 |
| 89 | Summit Wealth Group, LLC | 105,417 | $2.4M | 0.21% | 2025-12-31 |
| 90 | CarsonAllaria Wealth Management, Ltd. | 104,814 | $2.4M | 0.21% | 2025-12-31 |
| 91 | Buckingham Strategic Partners | 97,343 | $2.2M | 0.20% | 2025-12-31 |
| 92 | Applied Capital LLC | 95,834 | $2.2M | 0.19% | 2025-12-31 |
| 93 | Note Advisors, LLC | 91,782 | $2.2M | 0.18% | 2025-12-31 |
| 94 | FMB WEALTH MANAGEMENT | 87,964 | $2.0M | 0.18% | 2025-12-31 |
| 95 | Allworth Financial LP | 87,820 | $2.0M | 0.18% | 2025-12-31 |
| 96 | Pacific Asset Management, LLC | 87,743 | $2.0M | 0.18% | 2025-12-31 |
| 97 | SageView Advisory Group, LLC | 85,706 | $2.0M | 0.17% | 2025-12-31 |
| 98 | Trailhead Planners LLC | 85,101 | $1.9M | 0.17% | 2025-12-31 |
| 99 | ENVESTNET ASSET MANAGEMENT INC | 81,375 | $1.9M | 0.16% | 2025-12-31 |
| 100 | ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 81,193 | $1.9M | 0.16% | 2025-12-31 |
| 101 | CLUNE & ASSOCIATES, LTD. | 78,742 | $1.8M | 0.16% | 2025-12-31 |
| 102 | Creative Planning | 78,262 | $1.8M | 0.16% | 2025-12-31 |
| 103 | VESTIA PERSONAL WEALTH ADVISORS | 75,893 | $1.8M | 0.15% | 2025-12-31 |
| 104 | Austin Wealth Management, LLC | 75,884 | $1.8M | 0.15% | 2025-12-31 |
| 105 | JANE STREET GROUP, LLC | 76,200 | $1.7M | 0.15% | 2025-12-31 |
| 106 | RCS Financial Planning, LLC | 68,909 | $1.6M | 0.14% | 2025-12-31 |
| 107 | First Financial Group Corp | 67,362 | $1.5M | 0.13% | 2025-12-31 |
| 108 | JMG Financial Group, Ltd. | 66,832 | $1.5M | 0.13% | 2025-12-31 |
| 109 | FORVIS Wealth Advisors, LLC | 65,752 | $1.5M | 0.13% | 2025-12-31 |
| 110 | Apollon Wealth Management, LLC | 65,000 | $1.5M | 0.13% | 2025-12-31 |
| 111 | MERCER GLOBAL ADVISORS INC /ADV | 64,317 | $1.5M | 0.13% | 2025-12-31 |
| 112 | CGN Advisors LLC | 60,402 | $1.4M | 0.12% | 2025-12-31 |
| 113 | Quadrature Capital Ltd | 60,091 | $1.4M | 0.12% | 2025-12-31 |
| 114 | Redwood Park Advisors LLC | 58,843 | $1.3M | 0.12% | 2025-12-31 |
| 115 | Tillman Hartley LLC | 58,471 | $1.3M | 0.12% | 2025-12-31 |
| 116 | Weinberger Asset Management, Inc | 56,609 | $1.3M | 0.11% | 2025-12-31 |
| 117 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 55,221 | $1.3M | 0.11% | 2025-12-31 |
| 118 | Sanctuary Advisors, LLC | 54,416 | $1.2M | 0.11% | 2025-12-31 |
| 119 | Arcadia Wealth Management, LLC | 54,095 | $1.2M | 0.11% | 2025-12-31 |
| 120 | Infinity Wealth Counsel, LLC | 53,998 | $1.2M | 0.11% | 2025-12-31 |
| 121 | Vawter Financial, Ltd. | 52,616 | $1.2M | 0.10% | 2025-12-31 |
| 122 | Vantage Point Financial LLC | 51,357 | $1.2M | 0.10% | 2025-12-31 |
| 123 | Kestra Advisory Services, LLC | 50,981 | $1.2M | 0.10% | 2025-12-31 |
| 124 | WPWealth LLP | 50,446 | $1.2M | 0.10% | 2025-12-31 |
| 125 | AssuredPartners Investment Advisors, LLC | 50,301 | $1.2M | 0.10% | 2025-12-31 |
| 126 | Ariadne Wealth Management, LP | 46,502 | $1.1M | 0.09% | 2025-12-31 |
| 127 | CI Private Wealth, LLC | 49,791 | $1.1M | 0.10% | 2025-12-31 |
| 128 | Aznar Financial Advisors, LLC | 49,529 | $1.1M | 0.10% | 2025-12-31 |
| 129 | Sterling Financial Planning, Inc. | 47,726 | $1.1M | 0.09% | 2025-12-31 |
| 130 | Sowell Financial Services LLC | 47,508 | $1.1M | 0.09% | 2025-12-31 |
| 131 | ADVISOR GROUP HOLDINGS, INC. | 47,413 | $1.1M | 0.09% | 2025-12-31 |
| 132 | Ballast Financial Advisors LLC | 46,597 | $1.1M | 0.09% | 2025-12-31 |
| 133 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 46,180 | $1.1M | 0.09% | 2025-12-31 |
| 134 | Guardian Wealth Management, LLC | 45,554 | $1.0M | 0.09% | 2025-12-31 |
| 135 | DiNuzzo Private Wealth, Inc. | 45,385 | $1.0M | 0.09% | 2025-12-31 |
| 136 | Porter White Investment Advisors, Inc. | 45,014 | $1.0M | 0.09% | 2025-12-31 |
| 137 | AE Wealth Management LLC | 43,753 | $1.0M | 0.09% | 2025-12-31 |
| 138 | Forum Private Client Group LLC | 43,212 | $989.6K | 0.08% | 2025-12-31 |
| 139 | Diversified Portfolios, Inc. | 42,560 | $974.7K | 0.08% | 2025-12-31 |
| 140 | NewEdge Advisors, LLC | 42,343 | $969.7K | 0.08% | 2025-12-31 |
| 141 | Wealthspire Advisors, LLC | 39,918 | $914.2K | 0.08% | 2025-12-31 |
| 142 | Merit Financial Group, LLC | 38,267 | $876.4K | 0.07% | 2025-12-31 |
| 143 | Heritage Wealth Management, Inc. /CA/ | 37,692 | $863.2K | 0.07% | 2025-12-31 |
| 144 | marrick wealth, LLC | 37,327 | $854.8K | 0.07% | 2025-12-31 |
| 145 | TAGStone Capital, Inc. | 37,246 | $853.0K | 0.07% | 2025-12-31 |
| 146 | Sprinkle Financial Consultants LLC | 36,481 | $835.4K | 0.07% | 2025-12-31 |
| 147 | Advisory Alpha, LLC | 34,575 | $791.8K | 0.07% | 2025-12-31 |
| 148 | Approach Retirement Advisors, LLC | 32,253 | $738.6K | 0.06% | 2025-12-31 |
| 149 | Lakeridge Wealth Management LLC | 31,788 | $728.0K | 0.06% | 2025-12-31 |
| 150 | STOLZ & ASSOCIATES, PS | 31,065 | $711.4K | 0.06% | 2025-12-31 |
| 151 | GREENWOOD CAPITAL ASSOCIATES LLC | 30,896 | $707.6K | 0.06% | 2025-12-31 |
| 152 | Aegis Wealth Management LLC | 29,151 | $667.6K | 0.06% | 2025-12-31 |
| 153 | Tower Research Capital LLC (TRC) | 29,021 | $664.6K | 0.06% | 2025-12-31 |
| 154 | MISSION WEALTH MANAGEMENT, LP | 28,987 | $663.8K | 0.05% | 2025-12-31 |
| 155 | ENTREWEALTH, LLC | 26,775 | $643.9K | 0.05% | 2025-12-31 |
| 156 | CAPROCK Group, Inc. | 27,988 | $641.0K | 0.05% | 2025-12-31 |
| 157 | SEI INVESTMENTS CO | 27,964 | $640.4K | 0.05% | 2025-12-31 |
| 158 | Legacy Capital Wealth Partners, LLC | 27,539 | $630.7K | 0.05% | 2025-12-31 |
| 159 | Atlantic Union Bankshares Corp | 26,703 | $611.5K | 0.05% | 2025-12-31 |
| 160 | Parkwoods Wealth Partners, LLC | 26,598 | $609.1K | 0.05% | 2025-12-31 |
| 161 | DBK Financial Counsel, LLC | 25,770 | $590.2K | 0.05% | 2025-12-31 |
| 162 | Diversify Advisory Services, LLC | 24,425 | $584.7K | 0.05% | 2025-12-31 |
| 163 | MONOGRAPH WEALTH ADVISORS, LLC | 25,460 | $583.1K | 0.05% | 2025-12-31 |
| 164 | SAX WEALTH ADVISORS, LLC | 25,014 | $572.9K | 0.05% | 2025-12-31 |
| 165 | Frankly Finances, LLC | 24,493 | $560.9K | 0.05% | 2025-12-31 |
| 166 | Farther Finance Advisors, LLC | 24,244 | $555.2K | 0.05% | 2025-12-31 |
| 167 | Royal Bank of Canada | 24,254 | $555.0K | 0.05% | 2025-12-31 |
| 168 | Pioneer Wealth Management Group | 24,176 | $553.7K | 0.05% | 2025-12-31 |
| 169 | SpringVest Wealth Management LLC | 23,738 | $543.6K | 0.04% | 2025-12-31 |
| 170 | American Investment Services, Inc. | 23,692 | $542.6K | 0.04% | 2025-12-31 |
| 171 | Austin Asset Management Co Inc | 22,600 | $517.6K | 0.04% | 2025-12-31 |
| 172 | Flagstone Financial Management | 21,166 | $484.7K | 0.04% | 2025-12-31 |
| 173 | Quantinno Capital Management LP | 19,908 | $455.9K | 0.04% | 2025-12-31 |
| 174 | Fonville Wealth Management LLC | 19,545 | $447.6K | 0.04% | 2025-12-31 |
| 175 | Yoder Wealth Management, Inc. | 19,451 | $445.5K | 0.04% | 2025-12-31 |
| 176 | CARDIFF PARK ADVISORS, LLC | 19,356 | $443.3K | 0.04% | 2025-12-31 |
| 177 | Accurate Wealth Management, LLC | 18,617 | $430.6K | 0.03% | 2025-12-31 |
| 178 | Arnold Financial Planning LLC | 18,581 | $425.5K | 0.03% | 2025-12-31 |
| 179 | Global Trust Wealth Management LLC | 18,485 | $423.3K | 0.03% | 2025-12-31 |
| 180 | Five Oceans Advisors | 18,239 | $417.7K | 0.03% | 2025-12-31 |
| 181 | MELFA WEALTH MANAGEMENT, LLC | 17,729 | $406.0K | 0.03% | 2025-12-31 |
| 182 | Prime Capital Investment Advisors, LLC | 17,651 | $404.2K | 0.03% | 2025-12-31 |
| 183 | CLG LLC | 17,548 | $401.9K | 0.03% | 2025-12-31 |
| 184 | ELEVATE WEALTH ADVISORY, INC | 17,499 | $400.7K | 0.03% | 2025-12-31 |
| 185 | Capstone Wealth Management, Inc. | 17,437 | $397.3K | 0.03% | 2025-12-31 |
| 186 | TCI Wealth Advisors, Inc. | 16,659 | $381.5K | 0.03% | 2025-12-31 |
| 187 | D. E. Shaw & Co., Inc. | 16,623 | $380.7K | 0.03% | 2025-12-31 |
| 188 | Wealth Management Nebraska | 16,615 | $380.5K | 0.03% | 2025-12-31 |
| 189 | CHOREO, LLC | 16,426 | $379.2K | 0.03% | 2025-12-31 |
| 190 | Greenspring Advisors, LLC | 16,406 | $375.7K | 0.03% | 2025-12-31 |
| 191 | WorthPointe, LLC | 16,305 | $373.4K | 0.03% | 2025-12-31 |
| 192 | NORTHWEST WEALTH MANAGEMENT, LLC | 16,102 | $368.8K | 0.03% | 2025-12-31 |
| 193 | Washington Trust Advisors, Inc. | 15,972 | $365.8K | 0.03% | 2025-12-31 |
| 194 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,789 | $361.6K | 0.03% | 2025-12-31 |
| 195 | Mariner, LLC | 15,490 | $354.7K | 0.03% | 2025-12-31 |
| 196 | GREAT VALLEY ADVISOR GROUP, INC. | 15,443 | $353.7K | 0.03% | 2025-12-31 |
| 197 | IFP Advisors, Inc | 13,964 | $333.0K | 0.02% | 2025-12-31 |
| 198 | CPA Asset Management LLC | 14,454 | $331.0K | 0.02% | 2025-12-31 |
| 199 | Dupree Financial Group, LLC | 14,038 | $321.5K | 0.02% | 2025-12-31 |
| 200 | KEYBANK NATIONAL ASSOCIATION/OH | 14,031 | $321.3K | 0.02% | 2025-12-31 |
| 201 | BAYSHORE ASSET MANAGEMENT, LLC | 13,971 | $320.0K | 0.02% | 2025-12-31 |
| 202 | WEALTHSPAN PARTNERS, LLC | 13,096 | $299.9K | 0.02% | 2025-12-31 |
| 203 | U.S. Capital Wealth Advisors, LLC | 13,063 | $299.2K | 0.02% | 2025-12-31 |
| 204 | EnRich Financial Partners LLC | 13,015 | $298.1K | 0.02% | 2025-12-31 |
| 205 | UMA Financial Services, Inc. | 12,341 | $282.6K | 0.02% | 2025-12-31 |
| 206 | Allodium Investment Consultants, LLC | 12,174 | $278.8K | 0.02% | 2025-12-31 |
| 207 | Tortoise Investment Management, LLC | 12,022 | $275.3K | 0.02% | 2025-12-31 |
| 208 | JDH Wealth Management, LLC | 12,014 | $275.1K | 0.02% | 2025-12-31 |
| 209 | Wealth Advisors Northwest LLC | 11,725 | $268.5K | 0.02% | 2025-12-31 |
| 210 | Brookstone Capital Management | 11,392 | $260.9K | 0.02% | 2025-12-31 |
| 211 | Ballast Rock Private Wealth LLC | 11,174 | $255.9K | 0.02% | 2025-12-31 |
| 212 | MITCHELL MCLEOD PUGH & WILLIAMS INC | 10,214 | $245.6K | 0.02% | 2025-12-31 |
| 213 | International Private Wealth Advisors LLC | 10,595 | $242.6K | 0.02% | 2025-12-31 |
| 214 | Magnolia Private Wealth, LLC | 10,540 | $241.4K | 0.02% | 2025-12-31 |
| 215 | Wescott Financial Advisory Group, LLC | 10,439 | $239.1K | 0.02% | 2025-12-31 |
| 216 | Dodds Wealth, LLC | 10,315 | $236.2K | 0.02% | 2025-12-31 |
| 217 | Smartleaf Asset Management LLC | 10,232 | $236.2K | 0.02% | 2025-12-31 |
| 218 | Heritage Wealth Management, Inc./Texas | 10,134 | $232.1K | 0.02% | 2025-12-31 |
| 219 | Arista Wealth Management, LLC | 10,117 | $231.7K | 0.02% | 2025-12-31 |
| 220 | HUTCHINSON CAPITAL MANAGEMENT/CA | 9,968 | $228.3K | 0.02% | 2025-12-31 |
| 221 | Ronald Blue Trust, Inc. | 9,968 | $228.3K | 0.02% | 2025-12-31 |
| 222 | Chevy Chase Trust Holdings, LLC | 9,953 | $227.9K | 0.02% | 2025-12-31 |
| 223 | Donalies Financial Planning, LLC | 9,920 | $227.2K | 0.02% | 2025-12-31 |
| 224 | D.A. DAVIDSON & CO. | 9,807 | $224.6K | 0.02% | 2025-12-31 |
| 225 | SC&H Financial Advisors, Inc. | 9,646 | $220.9K | 0.01% | 2025-12-31 |
| 226 | Modera Wealth Management, LLC | 9,505 | $217.7K | 0.01% | 2025-12-31 |
| 227 | McMill Wealth Management | 10,179 | $205.1K | 0.02% | 2025-12-31 |
| 228 | Verisail Partners, LLC | 8,948 | $204.9K | 0.01% | 2025-12-31 |
| 229 | Foster Group, Inc. | 8,806 | $201.7K | 0.01% | 2025-12-31 |
| 230 | Walkner Condon Financial Advisors LLC | 8,800 | $201.5K | 0.01% | 2025-12-31 |
| 231 | UMB Bank, n.a. | 7,154 | $163.8K | 0.01% | 2025-12-31 |
| 232 | Frazier Financial Advisors, LLC | 5,914 | $135.4K | 0.01% | 2025-12-31 |
| 233 | MASECO LLP | 5,366 | $122.9K | 0.01% | 2025-12-31 |
| 234 | PNC Financial Services Group, Inc. | 5,130 | $117.5K | 0.01% | 2025-12-31 |
| 235 | Aspect Partners, LLC | 4,925 | $112.8K | 0.01% | 2025-12-31 |
| 236 | Strategic Investment Solutions, Inc. /IL | 4,573 | $109.1K | 0.00% | 2025-12-31 |
| 237 | Blume Capital Management, Inc. | 4,361 | $99.9K | 0.00% | 2025-12-31 |
| 238 | McIlrath & Eck, LLC | 4,215 | $96.5K | 0.00% | 2025-12-31 |
| 239 | UBS Group AG | 3,430 | $78.5K | 0.00% | 2025-12-31 |
| 240 | EQ WEALTH ADVISORS, LLC | 3,365 | $77.1K | 0.00% | 2025-12-31 |
| 241 | Cherry Tree Wealth Management, LLC | 3,231 | $74.0K | 0.00% | 2025-12-31 |
| 242 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 2,867 | $65.7K | 0.00% | 2025-12-31 |
| 243 | AdvisorNet Financial, Inc | 2,688 | $61.6K | 0.00% | 2025-12-31 |
| 244 | JPMORGAN CHASE & CO | 2,281 | $53.1K | 0.00% | 2025-12-31 |
| 245 | Global Trust Asset Management, LLC | 2,300 | $52.7K | 0.00% | 2025-12-31 |
| 246 | Rialto Wealth Management, LLC | 1,916 | $43.9K | 0.00% | 2025-12-31 |
| 247 | Bogart Wealth, LLC | 1,697 | $38.9K | 0.00% | 2025-12-31 |
| 248 | Oakworth Capital, Inc. | 1,663 | $38.1K | 0.00% | 2025-12-31 |
| 249 | CNB Bank | 1,370 | $31.4K | 0.00% | 2025-12-31 |
| 250 | COMERICA BANK | 1,178 | $27.0K | 0.00% | 2025-12-31 |
| 251 | EverSource Wealth Advisors, LLC | 1,157 | $26.5K | 0.00% | 2025-12-31 |
| 252 | ZRC WEALTH MANAGEMENT, LLC | 1,081 | $24.8K | 0.00% | 2025-12-31 |
| 253 | Larson Financial Group LLC | 1,041 | $23.8K | 0.00% | 2025-12-31 |
| 254 | Keating Financial Advisory Services, Inc. | 1,000 | $22.9K | 0.00% | 2025-12-31 |
| 255 | Signature Resources Capital Management, LLC | 997 | $22.8K | 0.00% | 2025-12-31 |
| 256 | SITTNER & NELSON, LLC | 877 | $21.1K | 0.00% | 2025-12-31 |
| 257 | Orion Capital Management LLC | 718 | $16.4K | 0.00% | 2025-12-31 |
| 258 | WELLS FARGO & COMPANY/MN | 583 | $13.4K | 0.00% | 2025-12-31 |
| 259 | Geneos Wealth Management Inc. | 583 | $13.4K | 0.00% | 2025-12-31 |
| 260 | SRS Capital Advisors, Inc. | 525 | $12.0K | 0.00% | 2025-12-31 |
| 261 | Sunrise Financial Services, LLC | 521 | $11.9K | 0.00% | 2025-12-31 |
| 262 | ASSETMARK, INC | 503 | $11.5K | 0.00% | 2025-12-31 |
| 263 | CoreCap Advisors, LLC | 462 | $10.6K | 0.00% | 2025-12-31 |
| 264 | VSM Wealth Advisory, LLC | 451 | $10.3K | 0.00% | 2025-12-31 |
| 265 | Betterment LLC | 354,442 | $8.1K | 0.73% | 2025-12-31 |
| 266 | Tradewinds Capital Management, LLC | 353 | $8.1K | 0.00% | 2025-12-31 |
| 267 | Anfield Capital Management, LLC | 278 | $6.4K | 0.00% | 2025-12-31 |
| 268 | MORGAN STANLEY | 225 | $5.2K | 0.00% | 2025-12-31 |
| 269 | M Holdings Securities, Inc. | 178,392 | $4.1K | 0.36% | 2025-12-31 |
| 270 | Strategic Wealth Advisors LLC | 165,957 | $3.8K | 0.34% | 2025-12-31 |
| 271 | Dunhill Financial, LLC | 153 | $3.5K | 0.00% | 2025-12-31 |
| 272 | Asset Dedication, LLC | 133 | $3.0K | 0.00% | 2025-12-31 |
| 273 | Warburton Capital Management, LLC | 122,880 | $2.8K | 0.25% | 2025-12-31 |
| 274 | Pinnacle Bancorp, Inc. | 90 | $2.1K | 0.00% | 2025-12-31 |
| 275 | BANK OF MONTREAL /CAN/ | 90 | $2.0K | 0.00% | 2025-12-31 |
| 276 | Ferguson Johnson Wealth Management Inc | 80,139 | $1.8K | 0.16% | 2025-12-31 |
| 277 | Integrity Financial Corp /WA | 49 | $1.1K | 0.00% | 2025-12-31 |
| 278 | Cambridge Investment Research Advisors, Inc. | 41,098 | $941 | 0.08% | 2025-12-31 |
| 279 | MAI Capital Management | 34 | $779 | 0.00% | 2025-12-31 |
| 280 | Triumph Capital Management | 24 | $542 | 0.00% | 2025-12-31 |
| 281 | Ritter Daniher Financial Advisory LLC / DE | 7 | $165 | 0.00% | 2025-12-31 |
| 282 | BESSEMER GROUP INC | 356 | $8 | 0.00% | 2025-12-31 |
| 283 | SIGNATUREFD, LLC | 0 | $3 | 0.00% | 2025-12-31 |