CUSIP 25434V864
DIMENSIONAL ETF TRUST
366 institutions · $4.57B total · 95,377,590 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 5,445,744 | $261.1M | 5.70% | 2025-12-31 |
| 2 | Apella Capital, LLC | 4,509,681 | $216.2M | 4.72% | 2025-12-31 |
| 3 | Savant Capital, LLC | 4,015,059 | $192.5M | 4.20% | 2025-12-31 |
| 4 | OneDigital Investment Advisors LLC | 3,557,393 | $170.6M | 3.72% | 2025-12-31 |
| 5 | Beaird Harris Wealth Management, LLC | 3,204,807 | $153.7M | 3.36% | 2025-12-31 |
| 6 | Planning Center, Inc. | 2,693,940 | $129.2M | 2.82% | 2025-12-31 |
| 7 | Root Financial Partners, LLC | 2,484,523 | $119.1M | 2.60% | 2025-12-31 |
| 8 | Vise Technologies, Inc. | 2,274,567 | $109.1M | 2.38% | 2025-12-31 |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 2,263,961 | $108.6M | 2.37% | 2025-12-31 |
| 10 | DiNuzzo Private Wealth, Inc. | 2,043,634 | $98.0M | 2.14% | 2025-12-31 |
| 11 | HighTower Advisors, LLC | 1,887,749 | $90.5M | 1.97% | 2025-12-31 |
| 12 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,766,837 | $84.7M | 1.85% | 2025-12-31 |
| 13 | Great Waters Wealth Management | 1,559,797 | $74.8M | 1.63% | 2025-12-31 |
| 14 | Rachor Investment Advisory Services, LLC | 1,407,423 | $67.5M | 1.47% | 2025-12-31 |
| 15 | Diversified Portfolios, Inc. | 1,236,613 | $59.3M | 1.29% | 2025-12-31 |
| 16 | Rather & Kittrell, Inc. | 1,231,675 | $59.1M | 1.29% | 2025-12-31 |
| 17 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1,220,654 | $58.5M | 1.27% | 2025-12-31 |
| 18 | ASSETMARK, INC | 1,220,485 | $58.5M | 1.27% | 2025-12-31 |
| 19 | WPWealth LLP | 1,171,113 | $56.2M | 1.22% | 2025-12-31 |
| 20 | Focus Partners Advisor Solutions, LLC | 1,146,111 | $55.0M | 1.20% | 2025-12-31 |
| 21 | McIlrath & Eck, LLC | 1,131,781 | $54.3M | 1.18% | 2025-12-31 |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 1,097,179 | $52.6M | 1.15% | 2025-12-31 |
| 23 | Ruedi Wealth Management, Inc. | 1,042,845 | $50.0M | 1.09% | 2025-12-31 |
| 24 | Altiora Financial Group, LLC | 974,467 | $46.7M | 1.02% | 2025-12-31 |
| 25 | RAM Investment Partners, LLC | 952,008 | $45.6M | 0.99% | 2025-12-31 |
| 26 | CURIO WEALTH, LLC | 930,407 | $44.6M | 0.97% | 2025-12-31 |
| 27 | 55 North Private Wealth, LLC | 865,677 | $41.5M | 0.90% | 2025-12-31 |
| 28 | Beacon Pointe Advisors, LLC | 853,016 | $40.9M | 0.89% | 2025-12-31 |
| 29 | Financial Plan, Inc. | 780,212 | $37.4M | 0.81% | 2025-12-31 |
| 30 | Wealthquest Corp | 731,031 | $35.1M | 0.76% | 2025-12-31 |
| 31 | Signature Resources Capital Management, LLC | 681,517 | $32.7M | 0.71% | 2025-12-31 |
| 32 | MASECO LLP | 649,216 | $31.1M | 0.68% | 2025-12-31 |
| 33 | Mattern Wealth Management LLC | 595,313 | $28.5M | 0.62% | 2025-12-31 |
| 34 | GREAT OAK CAPITAL PARTNERS, LLC | 579,543 | $27.8M | 0.60% | 2025-12-31 |
| 35 | BANK OF AMERICA CORP /DE/ | 573,509 | $27.5M | 0.60% | 2025-12-31 |
| 36 | Keyes, Stange & Wooten Wealth Management, LLC | 549,152 | $26.3M | 0.57% | 2025-12-31 |
| 37 | Valued Wealth Advisors LLC | 546,435 | $26.2M | 0.57% | 2025-12-31 |
| 38 | ECLECTIC ASSOCIATES INC /ADV | 544,186 | $26.1M | 0.57% | 2025-12-31 |
| 39 | Grunden Financial Advisory, Inc. | 514,517 | $24.7M | 0.53% | 2025-12-31 |
| 40 | Sterling Wealth Advisors Inc | 497,906 | $23.9M | 0.52% | 2025-12-31 |
| 41 | NORTHWEST WEALTH MANAGEMENT, LLC | 479,430 | $23.0M | 0.50% | 2025-12-31 |
| 42 | Allegiance Financial Group Advisory Services LLC | 462,898 | $22.2M | 0.48% | 2025-12-31 |
| 43 | Wheelhouse Advisory Group LLC | 461,742 | $22.2M | 0.48% | 2025-12-31 |
| 44 | Wolfstich Capital, LLC | 458,208 | $22.0M | 0.48% | 2025-12-31 |
| 45 | LEGACY FINANCIAL GROUP, INC. | 454,428 | $21.8M | 0.47% | 2025-12-31 |
| 46 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | 448,351 | $21.5M | 0.47% | 2025-12-31 |
| 47 | SJS Investment Consulting Inc. | 441,690 | $21.2M | 0.46% | 2025-12-31 |
| 48 | Vestment Financial LLC | 436,774 | $21.0M | 0.45% | 2025-12-31 |
| 49 | SC&H Financial Advisors, Inc. | 425,472 | $20.4M | 0.44% | 2025-12-31 |
| 50 | Guardian Wealth Management, LLC | 406,426 | $19.5M | 0.42% | 2025-12-31 |
| 51 | INTEGRITY ALLIANCE, LLC. | 397,427 | $19.1M | 0.41% | 2025-12-31 |
| 52 | SageOak Financial, LLC | 397,214 | $19.0M | 0.41% | 2025-12-31 |
| 53 | Verisail Partners, LLC | 392,864 | $18.8M | 0.41% | 2025-12-31 |
| 54 | Onyx Financial Advisors, LLC | 367,429 | $17.6M | 0.38% | 2025-12-31 |
| 55 | Nova R Wealth, Inc. | 363,495 | $17.4M | 0.38% | 2025-12-31 |
| 56 | BCU Wealth Advisors, LLC | 360,136 | $17.3M | 0.37% | 2025-12-31 |
| 57 | AlphaStar Capital Management, LLC | 359,697 | $17.2M | 0.37% | 2025-12-31 |
| 58 | Vestmark Advisory Solutions, Inc. | 359,627 | $17.2M | 0.37% | 2025-12-31 |
| 59 | LPL Financial LLC | 355,761 | $17.1M | 0.37% | 2025-12-31 |
| 60 | Three Arch Wealth Management LLC | 354,946 | $17.0M | 0.37% | 2025-12-31 |
| 61 | Farther Finance Advisors, LLC | 345,737 | $16.6M | 0.36% | 2025-12-31 |
| 62 | Royal Bank of Canada | 343,418 | $16.5M | 0.36% | 2025-12-31 |
| 63 | AWM CAPITAL, LLC | 343,149 | $16.5M | 0.35% | 2025-12-31 |
| 64 | BCO Wealth Management LLC | 342,947 | $16.4M | 0.35% | 2025-12-31 |
| 65 | Pacific Asset Management, LLC | 340,510 | $16.3M | 0.35% | 2025-12-31 |
| 66 | Sterling Wealth Management, Inc. | 337,677 | $16.2M | 0.35% | 2025-12-31 |
| 67 | Brady Martz Wealth Solutions, LLC | 322,913 | $15.5M | 0.33% | 2025-12-31 |
| 68 | Pine Harbor Wealth Management, LLC | 319,594 | $15.3M | 0.33% | 2025-12-31 |
| 69 | CLUNE & ASSOCIATES, LTD. | 312,465 | $15.0M | 0.32% | 2025-12-31 |
| 70 | STUDIO INVESTMENT MANAGEMENT LLC | 305,609 | $14.7M | 0.32% | 2025-12-31 |
| 71 | Kondo Wealth Advisors, Inc. | 297,363 | $14.3M | 0.31% | 2025-12-31 |
| 72 | LIBERTY WEALTH MANAGEMENT LLC | 294,976 | $14.1M | 0.30% | 2025-12-31 |
| 73 | CLIENT 1ST ADVISORY GROUP, LLC | 294,809 | $14.1M | 0.30% | 2025-12-31 |
| 74 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 283,886 | $13.6M | 0.29% | 2025-12-31 |
| 75 | CPA Asset Management LLC | 283,084 | $13.6M | 0.29% | 2025-12-31 |
| 76 | Oceanside Advisors LLC | 277,971 | $13.3M | 0.29% | 2025-12-31 |
| 77 | Waverly Advisors, LLC | 277,604 | $13.3M | 0.29% | 2025-12-31 |
| 78 | DRAVO BAY LLC | 274,861 | $13.2M | 0.28% | 2025-12-31 |
| 79 | SAX WEALTH ADVISORS, LLC | 274,325 | $13.2M | 0.28% | 2025-12-31 |
| 80 | Integrated Wealth Concepts LLC | 267,775 | $12.8M | 0.28% | 2025-12-31 |
| 81 | Stratos Investment Management, LLC | 267,194 | $12.8M | 0.28% | 2025-12-31 |
| 82 | Allworth Financial LP | 259,648 | $12.5M | 0.27% | 2025-12-31 |
| 83 | Johnson Wealth Management, LLC | 258,721 | $12.4M | 0.27% | 2025-12-31 |
| 84 | Cornerstone Management, Inc. | 251,694 | $12.1M | 0.26% | 2025-12-31 |
| 85 | Torren Management, LLC | 250,470 | $12.0M | 0.26% | 2025-12-31 |
| 86 | Shira Ridge Wealth Management | 244,674 | $11.7M | 0.25% | 2025-12-31 |
| 87 | TRUIST FINANCIAL CORP | 240,387 | $11.5M | 0.25% | 2025-12-31 |
| 88 | Parkwoods Wealth Partners, LLC | 238,468 | $11.4M | 0.25% | 2025-12-31 |
| 89 | Integrity Advisory Solutions, LLC | 234,841 | $11.3M | 0.24% | 2025-12-31 |
| 90 | Concord Wealth Partners | 232,998 | $11.2M | 0.24% | 2025-12-31 |
| 91 | Passive Capital Management, LLC. | 232,508 | $11.1M | 0.24% | 2025-12-31 |
| 92 | Parkshore Wealth Management, Inc. | 230,945 | $11.1M | 0.24% | 2025-12-31 |
| 93 | Gradient Capital Advisors, LLC | 224,458 | $10.8M | 0.23% | 2025-12-31 |
| 94 | Steward Partners Investment Advisory, LLC | 224,280 | $10.8M | 0.23% | 2025-12-31 |
| 95 | Discipline Wealth Solutions, LLC | 222,955 | $10.7M | 0.23% | 2025-12-31 |
| 96 | Werba Rubin Papier Wealth Management | 221,243 | $10.6M | 0.23% | 2025-12-31 |
| 97 | OSAIC HOLDINGS, INC. | 216,466 | $10.4M | 0.22% | 2025-12-31 |
| 98 | Disciplined Investments, LLC | 214,919 | $10.3M | 0.22% | 2025-12-31 |
| 99 | Bay Harbor Wealth Management, LLC | 208,927 | $10.0M | 0.21% | 2025-12-31 |
| 100 | Essential Planning, LLC. | 205,188 | $9.8M | 0.21% | 2025-12-31 |
| 101 | Friday Financial | 199,978 | $9.6M | 0.20% | 2025-12-31 |
| 102 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 199,544 | $9.6M | 0.20% | 2025-12-31 |
| 103 | RAYMOND JAMES FINANCIAL INC | 198,875 | $9.5M | 0.20% | 2025-12-31 |
| 104 | City State Bank | 195,689 | $9.4M | 0.20% | 2025-12-31 |
| 105 | Yardley Wealth Management LLC | 194,692 | $9.3M | 0.20% | 2025-12-31 |
| 106 | Foundry Financial LLC | 187,731 | $9.0M | 0.19% | 2025-12-31 |
| 107 | CAMBRIDGE CAPITAL MANAGEMENT, LLC | 187,414 | $9.0M | 0.19% | 2025-12-31 |
| 108 | Peirce Capital Management, LLC | 187,385 | $9.0M | 0.19% | 2025-12-31 |
| 109 | HBE Wealth Management, LLC | 184,116 | $8.8M | 0.19% | 2025-12-31 |
| 110 | FAMILY WEALTH PARTNERS, LLC | 181,953 | $8.7M | 0.19% | 2025-12-31 |
| 111 | Tillman Hartley LLC | 180,863 | $8.7M | 0.18% | 2025-12-31 |
| 112 | Heritage Investment Group, Inc. | 176,146 | $8.4M | 0.18% | 2025-12-31 |
| 113 | AssuredPartners Investment Advisors, LLC | 170,865 | $8.2M | 0.17% | 2025-12-31 |
| 114 | Dynamic Advisor Solutions LLC | 169,669 | $8.1M | 0.17% | 2025-12-31 |
| 115 | WorthPointe, LLC | 168,367 | $8.1M | 0.17% | 2025-12-31 |
| 116 | Chicago Partners Investment Group LLC | 167,331 | $8.0M | 0.17% | 2025-12-31 |
| 117 | Cetera Investment Advisers | 167,314 | $8.0M | 0.17% | 2025-12-31 |
| 118 | Selective Wealth Management, Inc. | 164,178 | $7.9M | 0.17% | 2025-12-31 |
| 119 | Pure Financial Advisors, LLC | 161,589 | $7.7M | 0.16% | 2025-12-31 |
| 120 | RCS Financial Planning, LLC | 159,098 | $7.6M | 0.16% | 2025-12-31 |
| 121 | EverSource Wealth Advisors, LLC | 158,924 | $7.6M | 0.16% | 2025-12-31 |
| 122 | Belleair Asset Management, LLC | 154,026 | $7.4M | 0.16% | 2025-12-31 |
| 123 | Vantage Point Financial LLC | 152,824 | $7.3M | 0.16% | 2025-12-31 |
| 124 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 281,211 | $7.3M | 0.29% | 2025-12-31 |
| 125 | CFS Investment Advisory Services, LLC | 150,686 | $7.2M | 0.15% | 2025-12-31 |
| 126 | Triumph Capital Management | 150,385 | $7.2M | 0.15% | 2025-12-31 |
| 127 | FMB WEALTH MANAGEMENT | 149,274 | $7.2M | 0.15% | 2025-12-31 |
| 128 | PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 147,116 | $7.1M | 0.15% | 2025-12-31 |
| 129 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 145,974 | $7.0M | 0.15% | 2025-12-31 |
| 130 | BURNEY CO/ | 145,494 | $7.0M | 0.15% | 2025-12-31 |
| 131 | Kestra Investment Management, LLC | 140,865 | $6.8M | 0.14% | 2025-12-31 |
| 132 | Parker Financial LLC | 138,629 | $6.6M | 0.14% | 2025-12-31 |
| 133 | Arcadia Wealth Management, Inc. | 138,447 | $6.6M | 0.14% | 2025-12-31 |
| 134 | HEFFERNAN ADVISORY, INC | 137,156 | $6.6M | 0.14% | 2025-12-31 |
| 135 | Vermillion & White Wealth Management Group, LLC | 136,377 | $6.5M | 0.14% | 2025-12-31 |
| 136 | Approach Retirement Advisors, LLC | 136,439 | $6.5M | 0.14% | 2025-12-31 |
| 137 | Kane Co Wealth Management, Inc. | 136,041 | $6.5M | 0.14% | 2025-12-31 |
| 138 | White Wing Wealth Management | 135,958 | $6.5M | 0.14% | 2025-12-31 |
| 139 | Squire Investment Management Company, LLC | 135,132 | $6.5M | 0.14% | 2025-12-31 |
| 140 | Burk Holdings LLC | 134,392 | $6.4M | 0.14% | 2025-12-31 |
| 141 | New Dimensions Wealth Management, LLC | 131,199 | $6.3M | 0.13% | 2025-12-31 |
| 142 | Meredith Wealth Planning | 128,611 | $6.2M | 0.13% | 2025-12-31 |
| 143 | Henrickson Nauta Wealth Advisors, Inc. | 125,538 | $6.0M | 0.13% | 2025-12-31 |
| 144 | Babb Wealth Advisors LLC | 124,876 | $6.0M | 0.13% | 2025-12-31 |
| 145 | DELAP WEALTH ADVISORY, LLC | 124,386 | $6.0M | 0.13% | 2025-12-31 |
| 146 | Tortoise Investment Management, LLC | 124,188 | $6.0M | 0.13% | 2025-12-31 |
| 147 | Kooman & Associates | 124,126 | $6.0M | 0.13% | 2025-12-31 |
| 148 | HARBOUR INVESTMENTS, INC. | 124,057 | $5.9M | 0.13% | 2025-12-31 |
| 149 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 123,207 | $5.9M | 0.12% | 2025-12-31 |
| 150 | Orion Porfolio Solutions, LLC | 121,306 | $5.8M | 0.12% | 2025-12-31 |
| 151 | Keystone Financial Group, Inc. | 118,269 | $5.7M | 0.12% | 2025-12-31 |
| 152 | CreativeOne Wealth, LLC | 117,682 | $5.6M | 0.12% | 2025-12-31 |
| 153 | Lakeridge Wealth Management LLC | 114,912 | $5.5M | 0.12% | 2025-12-31 |
| 154 | BDFS Capital LLC | 114,443 | $5.5M | 0.11% | 2025-12-31 |
| 155 | Miracle Mile Advisors, LLC | 114,129 | $5.5M | 0.11% | 2025-12-31 |
| 156 | Live Oak Private Wealth LLC | 113,718 | $5.5M | 0.11% | 2025-12-31 |
| 157 | Mills Wealth Advisors LLC | 107,739 | $5.2M | 0.11% | 2025-12-31 |
| 158 | Envestnet Portfolio Solutions, Inc. | 106,178 | $5.1M | 0.11% | 2025-12-31 |
| 159 | Tencap Wealth Coaching, LLC | 101,544 | $4.9M | 0.10% | 2025-12-31 |
| 160 | Private Advisor Group, LLC | 100,777 | $4.8M | 0.10% | 2025-12-31 |
| 161 | Corient Private Wealth LLC | 98,205 | $4.7M | 0.10% | 2025-12-31 |
| 162 | MERCER GLOBAL ADVISORS INC /ADV | 98,161 | $4.7M | 0.10% | 2025-12-31 |
| 163 | Foundations Investment Advisors, LLC | 97,883 | $4.7M | 0.10% | 2025-12-31 |
| 164 | Chico Wealth RIA | 93,864 | $4.5M | 0.09% | 2025-12-31 |
| 165 | Prism Planning Partners LLC | 92,463 | $4.4M | 0.09% | 2025-12-31 |
| 166 | CogentBlue Wealth Advisors, LLC | 90,862 | $4.4M | 0.09% | 2025-12-31 |
| 167 | Kestra Advisory Services, LLC | 89,750 | $4.3M | 0.09% | 2025-12-31 |
| 168 | Shore Point Advisors, LLC | 88,568 | $4.2M | 0.09% | 2025-12-31 |
| 169 | SwitchPoint Financial Planning, LLC | 88,488 | $4.2M | 0.09% | 2025-12-31 |
| 170 | Aspirean Wealth, LLC | 88,142 | $4.2M | 0.09% | 2025-12-31 |
| 171 | Graves Light Lenhart Wealth, Inc. | 86,625 | $4.2M | 0.09% | 2025-12-31 |
| 172 | Simplicity Wealth,LLC | 86,463 | $4.1M | 0.09% | 2025-12-31 |
| 173 | CLARIS ADVISORS, LLC / MO / | 86,065 | $4.1M | 0.09% | 2025-12-31 |
| 174 | AQR CAPITAL MANAGEMENT LLC | 83,399 | $4.0M | 0.08% | 2025-12-31 |
| 175 | DIVERSIFY WEALTH MANAGEMENT, LLC | 82,413 | $4.0M | 0.08% | 2025-12-31 |
| 176 | BOS Asset Management, LLC | 81,903 | $3.9M | 0.08% | 2025-12-31 |
| 177 | SpringVest Wealth Management LLC | 79,803 | $3.8M | 0.08% | 2025-12-31 |
| 178 | 49 WEALTH MANAGEMENT, LLC | 78,456 | $3.8M | 0.08% | 2025-12-31 |
| 179 | Porter White Investment Advisors, Inc. | 78,322 | $3.8M | 0.08% | 2025-12-31 |
| 180 | RFG Advisory, LLC | 75,665 | $3.6M | 0.07% | 2025-12-31 |
| 181 | XY Planning Network, Inc. | 74,951 | $3.6M | 0.07% | 2025-12-31 |
| 182 | GREAT VALLEY ADVISOR GROUP, INC. | 72,025 | $3.5M | 0.07% | 2025-12-31 |
| 183 | Sowell Financial Services LLC | 71,678 | $3.4M | 0.07% | 2025-12-31 |
| 184 | CITIGROUP INC | 71,128 | $3.4M | 0.07% | 2025-12-31 |
| 185 | Fonville Wealth Management LLC | 70,841 | $3.4M | 0.07% | 2025-12-31 |
| 186 | ProCore Advisors, LLC | 67,020 | $3.2M | 0.07% | 2025-12-31 |
| 187 | Invst, LLC | 66,583 | $3.2M | 0.06% | 2025-12-31 |
| 188 | Index Fund Advisors, Inc. | 65,713 | $3.2M | 0.06% | 2025-12-31 |
| 189 | SageView Advisory Group, LLC | 65,372 | $3.1M | 0.06% | 2025-12-31 |
| 190 | Acorn Wealth Advisors, LLC | 65,150 | $3.1M | 0.06% | 2025-12-31 |
| 191 | MML INVESTORS SERVICES, LLC | 64,883 | $3.1M | 0.06% | 2025-12-31 |
| 192 | VESTIA PERSONAL WEALTH ADVISORS | 63,401 | $3.0M | 0.06% | 2025-12-31 |
| 193 | Powerhouse Assets LLC | 62,295 | $3.0M | 0.06% | 2025-12-31 |
| 194 | Hippocratic Financial Advisors, LLC | 59,099 | $2.8M | 0.06% | 2025-12-31 |
| 195 | Aspire Private Capital, LLC | 57,722 | $2.8M | 0.06% | 2025-12-31 |
| 196 | Five Oceans Advisors | 56,530 | $2.7M | 0.05% | 2025-12-31 |
| 197 | Austin Private Wealth, LLC | 55,493 | $2.7M | 0.05% | 2025-12-31 |
| 198 | TCI Wealth Advisors, Inc. | 54,343 | $2.6M | 0.05% | 2025-12-31 |
| 199 | MARYLAND CAPITAL ADVISORS INC. | 53,835 | $2.6M | 0.05% | 2025-12-31 |
| 200 | MB Generational Wealth, LLC | 52,854 | $2.5M | 0.05% | 2025-12-31 |
| 201 | Foundation Wealth Management, LLC\PA | 52,743 | $2.5M | 0.05% | 2025-12-31 |
| 202 | Apollon Wealth Management, LLC | 52,391 | $2.5M | 0.05% | 2025-12-31 |
| 203 | JANE STREET GROUP, LLC | 52,351 | $2.5M | 0.05% | 2025-12-31 |
| 204 | TCP Asset Management, LLC | 52,140 | $2.5M | 0.05% | 2025-12-31 |
| 205 | Wheels Up Wealth, Inc. | 51,459 | $2.5M | 0.05% | 2025-12-31 |
| 206 | Narus Financial Partners, LLC | 49,818 | $2.4M | 0.05% | 2025-12-31 |
| 207 | Barry Investment Advisors, LLC | 48,882 | $2.3M | 0.05% | 2025-12-31 |
| 208 | IFP Advisors, Inc | 47,186 | $2.3M | 0.04% | 2025-12-31 |
| 209 | DOPKINS WEALTH MANAGEMENT, LLC | 47,417 | $2.3M | 0.04% | 2025-12-31 |
| 210 | Rockwood Wealth Management, LLC | 46,053 | $2.2M | 0.04% | 2025-12-31 |
| 211 | Arcadia Wealth Management, LLC | 44,992 | $2.2M | 0.04% | 2025-12-31 |
| 212 | Kaufman Rossin Wealth, LLC | 44,113 | $2.1M | 0.04% | 2025-12-31 |
| 213 | Mustard Seed Financial, LLC | 42,821 | $2.1M | 0.04% | 2025-12-31 |
| 214 | Hartmann Taylor Wealth Management, LLC | 41,875 | $2.0M | 0.04% | 2025-12-31 |
| 215 | SUTTON PLACE INVESTORS LLC | 41,270 | $2.0M | 0.04% | 2025-12-31 |
| 216 | Wealth Advisors Northwest LLC | 41,139 | $2.0M | 0.04% | 2025-12-31 |
| 217 | JONES FINANCIAL COMPANIES LLLP | 40,788 | $2.0M | 0.04% | 2025-12-31 |
| 218 | Vigil Wealth Management, LLC | 39,338 | $1.9M | 0.04% | 2025-12-31 |
| 219 | KEB ASSET MANAGEMENT, LLC | 38,678 | $1.9M | 0.04% | 2025-12-31 |
| 220 | Pillar Financial Advisors, LLC | 38,248 | $1.8M | 0.04% | 2025-12-31 |
| 221 | SENTINEL WEALTH MANAGEMENT, INC. | 37,395 | $1.8M | 0.03% | 2025-12-31 |
| 222 | Keating Financial Advisory Services, Inc. | 36,837 | $1.8M | 0.03% | 2025-12-31 |
| 223 | American Investment Services, Inc. | 35,937 | $1.7M | 0.03% | 2025-12-31 |
| 224 | Pathstone Holdings, LLC | 35,703 | $1.7M | 0.03% | 2025-12-31 |
| 225 | Wealthspire Advisors, LLC | 34,879 | $1.7M | 0.03% | 2025-12-31 |
| 226 | Aegis Wealth Management LLC | 34,685 | $1.7M | 0.03% | 2025-12-31 |
| 227 | NORTHERN TRUST CORP | 33,886 | $1.6M | 0.03% | 2025-12-31 |
| 228 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 32,888 | $1.6M | 0.03% | 2025-12-31 |
| 229 | Modera Wealth Management, LLC | 32,641 | $1.6M | 0.03% | 2025-12-31 |
| 230 | Savvy Advisors, Inc. | 32,461 | $1.6M | 0.03% | 2025-12-31 |
| 231 | Solutions 4 Wealth, Ltd | 30,158 | $1.4M | 0.03% | 2025-12-31 |
| 232 | BetterWealth, LLC | 29,952 | $1.4M | 0.03% | 2025-12-31 |
| 233 | Synergy Asset Management, LLC | 29,929 | $1.4M | 0.03% | 2025-12-31 |
| 234 | Abacus Wealth Partners, LLC | 29,165 | $1.4M | 0.03% | 2025-12-31 |
| 235 | FIRETHORN WEALTH PARTNERS, LLC | 29,153 | $1.4M | 0.03% | 2025-12-31 |
| 236 | MORRIS FINANCIAL CONCEPTS, INC. | 28,908 | $1.4M | 0.03% | 2025-12-31 |
| 237 | QUARRY HILL ADVISORS, LLC | 28,888 | $1.4M | 0.03% | 2025-12-31 |
| 238 | Samalin Investment Counsel, LLC | 28,669 | $1.4M | 0.03% | 2025-12-31 |
| 239 | DecisionMap Wealth Management, LLC | 27,496 | $1.3M | 0.02% | 2025-12-31 |
| 240 | CYPRESS FINANCIAL PLANNING LLC | 27,163 | $1.3M | 0.02% | 2025-12-31 |
| 241 | Safeguard Investment Advisory Group, LLC | 26,993 | $1.3M | 0.02% | 2025-12-31 |
| 242 | PFG Advisors | 26,904 | $1.3M | 0.02% | 2025-12-31 |
| 243 | Capstone Wealth Management, LLC | 26,287 | $1.3M | 0.02% | 2025-12-31 |
| 244 | JPMORGAN CHASE & CO | 26,247 | $1.3M | 0.02% | 2025-12-31 |
| 245 | Smartleaf Asset Management LLC | 25,568 | $1.2M | 0.02% | 2025-12-31 |
| 246 | Geometric Wealth Advisors | 25,577 | $1.2M | 0.02% | 2025-12-31 |
| 247 | Forza Wealth Management, LLC | 24,300 | $1.2M | 0.02% | 2025-12-31 |
| 248 | JDH Wealth Management, LLC | 23,995 | $1.2M | 0.02% | 2025-12-31 |
| 249 | Diversify Advisory Services, LLC | 23,582 | $1.1M | 0.02% | 2025-12-31 |
| 250 | CARY STREET PARTNERS FINANCIAL LLC | 22,920 | $1.1M | 0.02% | 2025-12-31 |
| 251 | POINCIANA ADVISORS GROUP, LLC | 22,894 | $1.1M | 0.02% | 2025-12-31 |
| 252 | WELLS FARGO & COMPANY/MN | 22,771 | $1.1M | 0.02% | 2025-12-31 |
| 253 | Platform Wealth Management, LLC | 22,752 | $1.1M | 0.02% | 2025-12-31 |
| 254 | Applied Capital LLC | 22,544 | $1.1M | 0.02% | 2025-12-31 |
| 255 | BAKER TILLY WEALTH MANAGEMENT, LLC | 21,978 | $1.1M | 0.02% | 2025-12-31 |
| 256 | Lutz Financial Services LLC | 21,519 | $1.0M | 0.02% | 2025-12-31 |
| 257 | Wealthcare Advisory Partners LLC | 20,489 | $982.4K | 0.02% | 2025-12-31 |
| 258 | Washington Trust Advisors, Inc. | 20,289 | $972.9K | 0.02% | 2025-12-31 |
| 259 | Mariner, LLC | 20,195 | $968.4K | 0.02% | 2025-12-31 |
| 260 | MGO ONE SEVEN LLC | 19,758 | $947.4K | 0.02% | 2025-12-31 |
| 261 | Blossom Wealth Management | 18,504 | $887.3K | 0.01% | 2025-12-31 |
| 262 | Geneos Wealth Management Inc. | 17,827 | $854.8K | 0.01% | 2025-12-31 |
| 263 | HB Wealth Management, LLC | 17,019 | $816.1K | 0.01% | 2025-12-31 |
| 264 | Nautilus Advisors LLC | 16,735 | $802.5K | 0.01% | 2025-12-31 |
| 265 | NWAM LLC | 16,683 | $801.5K | 0.01% | 2025-12-31 |
| 266 | Williams & Novak, LLC | 16,648 | $798.3K | 0.01% | 2025-12-31 |
| 267 | Timonier Family Office, LTD. | 16,542 | $793.2K | 0.01% | 2025-12-31 |
| 268 | ELEVATE WEALTH ADVISORY, INC | 16,396 | $786.2K | 0.01% | 2025-12-31 |
| 269 | TAGStone Capital, Inc. | 16,286 | $780.9K | 0.01% | 2025-12-31 |
| 270 | Ballast Rock Private Wealth LLC | 16,229 | $778.2K | 0.01% | 2025-12-31 |
| 271 | Forthright Family Wealth Advisory LLC | 15,928 | $763.7K | 0.01% | 2025-12-31 |
| 272 | CARDIFF PARK ADVISORS, LLC | 15,825 | $758.8K | 0.01% | 2025-12-31 |
| 273 | Krilogy Financial LLC | 15,234 | $731.9K | 0.01% | 2025-12-31 |
| 274 | HMV Wealth Advisors, LLC | 14,940 | $716.4K | 0.01% | 2025-12-31 |
| 275 | Ashton Thomas Private Wealth, LLC | 14,785 | $708.9K | 0.01% | 2025-12-31 |
| 276 | HFG Wealth Management, LLC | 14,713 | $705.5K | 0.01% | 2025-12-31 |
| 277 | MISSION WEALTH MANAGEMENT, LP | 14,594 | $699.8K | 0.01% | 2025-12-31 |
| 278 | CLG LLC | 14,594 | $699.8K | 0.01% | 2025-12-31 |
| 279 | Donalies Financial Planning, LLC | 14,583 | $699.3K | 0.01% | 2025-12-31 |
| 280 | Ethos Financial Group, LLC | 14,425 | $691.7K | 0.01% | 2025-12-31 |
| 281 | Pinnacle Family Advisors, LLC | 14,359 | $688.5K | 0.01% | 2025-12-31 |
| 282 | Two West Capital Advisors LLC | 14,308 | $686.1K | 0.01% | 2025-12-31 |
| 283 | Leading Edge Financial Planning LLC | 14,242 | $682.9K | 0.01% | 2025-12-31 |
| 284 | OLD MISSION CAPITAL LLC | 13,806 | $662.0K | 0.01% | 2025-12-31 |
| 285 | GeoWealth Management, LLC | 13,728 | $658.3K | 0.01% | 2025-12-31 |
| 286 | Straight Path Wealth Management | 13,394 | $642.2K | 0.01% | 2025-12-31 |
| 287 | Financial Symmetry Inc | 13,313 | $641.5K | 0.01% | 2025-12-31 |
| 288 | Advyzon Investment Management, LLC | 13,153 | $630.7K | 0.01% | 2025-12-31 |
| 289 | Cornerstone Wealth Partners, LLC | 12,971 | $621.9K | 0.01% | 2025-12-31 |
| 290 | Eaton-Cambridge Inc. | 12,724 | $610.1K | 0.01% | 2025-12-31 |
| 291 | DIXON FNANCIAL SERVICES, INC. | 12,517 | $600.2K | 0.01% | 2025-12-31 |
| 292 | Stirlingshire Investments, Inc. | 12,206 | $585.3K | 0.01% | 2025-12-31 |
| 293 | Triad Wealth Partners, LLC | 11,955 | $573.2K | 0.01% | 2025-12-31 |
| 294 | VICTORY FINANCIAL GROUP, LLC | 10,996 | $527.3K | 0.01% | 2025-12-31 |
| 295 | Forum Financial Management, LP | 10,986 | $526.8K | 0.01% | 2025-12-31 |
| 296 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 10,982 | $526.6K | 0.01% | 2025-12-31 |
| 297 | Stewardship Advisors, LLC | 10,910 | $523.1K | 0.01% | 2025-12-31 |
| 298 | Glass Jacobson Investment Advisors llc | 10,839 | $519.7K | 0.01% | 2025-12-31 |
| 299 | Tanager Wealth Management LLP | 10,748 | $515.4K | 0.01% | 2025-12-31 |
| 300 | Core Wealth Management, Inc. | 10,515 | $504.2K | 0.01% | 2025-12-31 |
| 301 | Vistica Wealth Advisors, LLC | 10,400 | $498.7K | 0.01% | 2025-12-31 |
| 302 | Hutchens & Kramer Investment Management Group, LLC | 10,037 | $481.3K | 0.01% | 2025-12-31 |
| 303 | TITLEIST ASSET MANAGEMENT, LLC | 9,913 | $475.3K | 0.01% | 2025-12-31 |
| 304 | SUMMIT WEALTH GROUP LLC / CO | 9,120 | $437.3K | 0.00% | 2025-12-31 |
| 305 | McCartney Wealth Management LLC | 8,838 | $423.8K | 0.00% | 2025-12-31 |
| 306 | Oath Planning, LLC | 8,704 | $417.4K | 0.00% | 2025-12-31 |
| 307 | marrick wealth, LLC | 8,644 | $414.5K | 0.00% | 2025-12-31 |
| 308 | Shearwater Capital LLC | 8,494 | $407.3K | 0.00% | 2025-12-31 |
| 309 | Austin Asset Management Co Inc | 8,490 | $407.1K | 0.00% | 2025-12-31 |
| 310 | Seaside Wealth Management, Inc. | 8,481 | $406.7K | 0.00% | 2025-12-31 |
| 311 | Pioneer Wealth Management Group | 8,350 | $400.4K | 0.00% | 2025-12-31 |
| 312 | OMNI 360 Wealth, Inc. | 8,281 | $397.9K | 0.00% | 2025-12-31 |
| 313 | AE Wealth Management LLC | 7,862 | $377.0K | 0.00% | 2025-12-31 |
| 314 | Lauterbach Financial Advisors, LLC | 7,687 | $368.6K | 0.00% | 2025-12-31 |
| 315 | Cogent Private Wealth, Inc. | 7,550 | $362.0K | 0.00% | 2025-12-31 |
| 316 | Verus Financial Partners, Inc. | 7,370 | $354.1K | 0.00% | 2025-12-31 |
| 317 | Integrated Advisors Network LLC | 7,341 | $352.0K | 0.00% | 2025-12-31 |
| 318 | Creative Planning | 6,916 | $331.6K | 0.00% | 2025-12-31 |
| 319 | Strategic Investment Solutions, Inc. /IL | 6,550 | $315.6K | 0.00% | 2025-12-31 |
| 320 | Matisse Capital | 6,500 | $311.7K | 0.00% | 2025-12-31 |
| 321 | Strathmore Capital Advisors, Inc. | 6,342 | $304.1K | 0.00% | 2025-12-31 |
| 322 | Abel Hall, LLC | 6,213 | $297.9K | 0.00% | 2025-12-31 |
| 323 | MORGAN STANLEY | 6,204 | $297.5K | 0.00% | 2025-12-31 |
| 324 | Vermillion Wealth Management, Inc. | 6,110 | $293.0K | 0.00% | 2025-12-31 |
| 325 | Plancorp, LLC | 6,089 | $292.0K | 0.00% | 2025-12-31 |
| 326 | SILVER OAK SECURITIES, INCORPORATED | 5,996 | $287.9K | 0.00% | 2025-12-31 |
| 327 | JM2 Capital Inc. | 5,970 | $286.3K | 0.00% | 2025-12-31 |
| 328 | World Investment Advisors | 6,510 | $284.2K | 0.00% | 2025-12-31 |
| 329 | EP Wealth Advisors, LLC | 5,894 | $282.6K | 0.00% | 2025-12-31 |
| 330 | Claris Financial LLC | 5,886 | $282.2K | 0.00% | 2025-12-31 |
| 331 | Legacy Capital Wealth Partners, LLC | 5,592 | $268.1K | 0.00% | 2025-12-31 |
| 332 | LAM GROUP, INC. | 5,575 | $267.3K | 0.00% | 2025-12-31 |
| 333 | Capstone Wealth Management, Inc. | 5,328 | $255.6K | 0.00% | 2025-12-31 |
| 334 | BUILDER INVESTMENT GROUP INC /ADV | 5,301 | $254.2K | 0.00% | 2025-12-31 |
| 335 | Pinnacle Financial Partners, Inc. | 5,300 | $254.1K | 0.00% | 2025-12-31 |
| 336 | Mutual Advisors, LLC | 5,285 | $253.4K | 0.00% | 2025-12-31 |
| 337 | Security Financial Services, INC. | 5,222 | $250.4K | 0.00% | 2025-12-31 |
| 338 | KELLY FINANCIAL GROUP LLC | 5,120 | $245.5K | 0.00% | 2025-12-31 |
| 339 | Investmark Advisory Group LLC | 5,063 | $242.8K | 0.00% | 2025-12-31 |
| 340 | Concorde Asset Management, LLC | 4,978 | $238.7K | 0.00% | 2025-12-31 |
| 341 | Arax Advisory Partners | 4,955 | $237.6K | 0.00% | 2025-12-31 |
| 342 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4,913 | $235.6K | 0.00% | 2025-12-31 |
| 343 | Merit Financial Group, LLC | 4,891 | $234.5K | 0.00% | 2025-12-31 |
| 344 | ATLas Financial Planning LLC | 4,850 | $232.6K | 0.00% | 2025-12-31 |
| 345 | FinDec Wealth Services, Inc. | 4,836 | $231.9K | 0.00% | 2025-12-31 |
| 346 | Midwest Trust Co | 4,498 | $215.7K | 0.00% | 2025-12-31 |
| 347 | TCFG WEALTH MANAGEMENT, LLC | 4,469 | $214.3K | 0.00% | 2025-12-31 |
| 348 | Investment Advisory Group, LLC | 4,365 | $209.3K | 0.00% | 2025-12-31 |
| 349 | AdvisorNet Financial, Inc | 4,300 | $206.2K | 0.00% | 2025-12-31 |
| 350 | Patriot Financial Group Insurance Agency, LLC | 4,299 | $206.1K | 0.00% | 2025-12-31 |
| 351 | 25 LLC | 4,287 | $205.6K | 0.00% | 2025-12-31 |
| 352 | Millstone Evans Group, LLC | 3,890 | $186.5K | 0.00% | 2025-12-31 |
| 353 | PINNEY & SCOFIELD, INC. | 3,866 | $185.4K | 0.00% | 2025-12-31 |
| 354 | CENTRAL TRUST Co | 3,750 | $179.8K | 0.00% | 2025-12-31 |
| 355 | NewEdge Advisors, LLC | 3,605 | $172.9K | 0.00% | 2025-12-31 |
| 356 | ROGCO, LP | 3,468 | $166.3K | 0.00% | 2025-12-31 |
| 357 | Larson Financial Group LLC | 3,329 | $159.6K | 0.00% | 2025-12-31 |
| 358 | COMERICA BANK | 3,215 | $154.2K | 0.00% | 2025-12-31 |
| 359 | Aptus Capital Advisors, LLC | 2,300 | $110.3K | 0.00% | 2025-12-31 |
| 360 | NATIONAL BANK OF CANADA /FI/ | 2,182 | $104.6K | 0.00% | 2025-12-31 |
| 361 | MPWM ADVISORY SOLUTIONS, LLC | 1,973 | $94.6K | 0.00% | 2025-12-31 |
| 362 | OAKWORTH CAPITAL, INC. | 1,894 | $90.8K | 0.00% | 2025-12-31 |
| 363 | Physician Wealth Advisors, Inc. | 1,774 | $85.1K | 0.00% | 2025-12-31 |
| 364 | Tradewinds Capital Management, LLC | 1,695 | $81.3K | 0.00% | 2025-12-31 |
| 365 | Global Retirement Partners, LLC | 1,341 | $64.3K | 0.00% | 2025-12-31 |
| 366 | Kilter Group LLC | 1,137 | $54.8K | 0.00% | 2025-12-31 |