CUSIP 25434V872
DIMENSIONAL ETF TRUST
406 institutions · $6.30B total · 147,959,939 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Truepoint, Inc. | 12,543,839 | $533.9M | 8.47% | 2025-12-31 |
| 2 | PRUDENTIAL FINANCIAL INC | 9,457,165 | $402.5M | 6.39% | 2025-12-31 |
| 3 | FACTORY MUTUAL INSURANCE CO | 4,538,370 | $193.2M | 3.06% | 2025-12-31 |
| 4 | Petersen Hastings Wealth Advisors Inc. | 4,387,901 | $186.7M | 2.96% | 2025-12-31 |
| 5 | Savant Capital, LLC | 4,330,640 | $184.3M | 2.92% | 2025-12-31 |
| 6 | True Link Financial Advisors, LLC | 3,700,845 | $157.5M | 2.50% | 2025-12-31 |
| 7 | Beacon Pointe Advisors, LLC | 3,439,520 | $146.4M | 2.32% | 2025-12-31 |
| 8 | OneDigital Investment Advisors LLC | 3,229,584 | $137.5M | 2.18% | 2025-12-31 |
| 9 | Beaird Harris Wealth Management, LLC | 3,223,364 | $137.2M | 2.17% | 2025-12-31 |
| 10 | Great Waters Wealth Management | 3,114,229 | $132.5M | 2.10% | 2025-12-31 |
| 11 | Acropolis Investment Management, LLC | 2,883,234 | $122.7M | 1.94% | 2025-12-31 |
| 12 | Root Financial Partners, LLC | 2,700,637 | $114.9M | 1.82% | 2025-12-31 |
| 13 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 2,638,266 | $112.3M | 1.78% | 2025-12-31 |
| 14 | Apella Capital, LLC | 2,604,385 | $110.8M | 1.76% | 2025-12-31 |
| 15 | Vise Technologies, Inc. | 2,458,323 | $104.6M | 1.66% | 2025-12-31 |
| 16 | DiNuzzo Private Wealth, Inc. | 2,443,342 | $104.0M | 1.65% | 2025-12-31 |
| 17 | WPWealth LLP | 1,986,920 | $84.6M | 1.34% | 2025-12-31 |
| 18 | Stratos Investment Management, LLC | 1,917,407 | $81.6M | 1.29% | 2025-12-31 |
| 19 | Allworth Financial LP | 1,878,153 | $79.9M | 1.26% | 2025-12-31 |
| 20 | Core Wealth Management, Inc. | 1,713,920 | $72.9M | 1.15% | 2025-12-31 |
| 21 | HighTower Advisors, LLC | 1,689,226 | $71.9M | 1.14% | 2025-12-31 |
| 22 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1,482,893 | $63.1M | 1.00% | 2025-12-31 |
| 23 | Rather & Kittrell, Inc. | 1,473,372 | $62.7M | 0.99% | 2025-12-31 |
| 24 | Pathstone Holdings, LLC | 1,334,798 | $56.8M | 0.90% | 2025-12-31 |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 1,260,164 | $53.6M | 0.85% | 2025-12-31 |
| 26 | GeoWealth Management, LLC | 1,239,238 | $52.7M | 0.83% | 2025-12-31 |
| 27 | Creative Capital Management Investments LLC | 1,238,970 | $52.7M | 0.83% | 2025-12-31 |
| 28 | Graves Light Lenhart Wealth, Inc. | 1,159,475 | $49.3M | 0.78% | 2025-12-31 |
| 29 | HEFFERNAN ADVISORY, INC | 1,152,171 | $49.0M | 0.77% | 2025-12-31 |
| 30 | Strathmore Capital Advisors, Inc. | 1,125,248 | $47.9M | 0.76% | 2025-12-31 |
| 31 | LPL Financial LLC | 1,089,632 | $46.4M | 0.73% | 2025-12-31 |
| 32 | HBK Sorce Advisory LLC | 1,005,708 | $43.0M | 0.67% | 2025-12-31 |
| 33 | Pure Financial Advisors, LLC | 997,489 | $42.5M | 0.67% | 2025-12-31 |
| 34 | Ullmann Wealth Partners Group, LLC | 876,022 | $37.5M | 0.59% | 2025-12-31 |
| 35 | Grunden Financial Advisory, Inc. | 834,031 | $35.5M | 0.56% | 2025-12-31 |
| 36 | Tencap Wealth Coaching, LLC | 766,501 | $32.7M | 0.51% | 2025-12-31 |
| 37 | GREAT OAK CAPITAL PARTNERS, LLC | 764,149 | $32.5M | 0.51% | 2025-12-31 |
| 38 | Aspen Capital Management, LLC | 748,994 | $31.9M | 0.50% | 2025-12-31 |
| 39 | Royal Bank of Canada | 747,261 | $31.8M | 0.50% | 2025-12-31 |
| 40 | Dynamic Advisor Solutions LLC | 735,907 | $31.3M | 0.49% | 2025-12-31 |
| 41 | HFM Investment Advisors, LLC | 717,629 | $30.5M | 0.48% | 2025-12-31 |
| 42 | RAYMOND JAMES FINANCIAL INC | 714,328 | $30.4M | 0.48% | 2025-12-31 |
| 43 | Hiley Hunt Wealth Management | 687,752 | $29.3M | 0.46% | 2025-12-31 |
| 44 | LIBERTY WEALTH MANAGEMENT LLC | 663,250 | $28.2M | 0.44% | 2025-12-31 |
| 45 | Tassel Capital Management, Inc. | 659,345 | $28.1M | 0.44% | 2025-12-31 |
| 46 | ENVESTNET ASSET MANAGEMENT INC | 653,596 | $27.8M | 0.44% | 2025-12-31 |
| 47 | DecisionPoint Financial, LLC | 615,943 | $26.2M | 0.41% | 2025-12-31 |
| 48 | TruNorth Capital Management, LLC | 608,500 | $25.9M | 0.41% | 2025-12-31 |
| 49 | Leading Edge Financial Planning LLC | 602,731 | $25.7M | 0.40% | 2025-12-31 |
| 50 | Pioneer Wealth Management Group | 596,465 | $25.4M | 0.40% | 2025-12-31 |
| 51 | Krilogy Financial LLC | 593,348 | $25.3M | 0.40% | 2025-12-31 |
| 52 | ASSETMARK, INC | 569,122 | $24.2M | 0.38% | 2025-12-31 |
| 53 | Parkshore Wealth Management, Inc. | 566,442 | $24.1M | 0.38% | 2025-12-31 |
| 54 | SNS Financial Group, LLC | 558,044 | $23.8M | 0.37% | 2025-12-31 |
| 55 | Sterling Wealth Management, Inc. | 550,319 | $23.4M | 0.37% | 2025-12-31 |
| 56 | CONTINUUM WEALTH ADVISORS, LLC | 526,635 | $22.4M | 0.35% | 2025-12-31 |
| 57 | Vermillion Wealth Management, Inc. | 521,395 | $22.2M | 0.35% | 2025-12-31 |
| 58 | Physician Wealth Solutions Inc. | 511,410 | $21.8M | 0.34% | 2025-12-31 |
| 59 | Verisail Partners, LLC | 506,597 | $21.6M | 0.34% | 2025-12-31 |
| 60 | JPMORGAN CHASE & CO | 504,157 | $21.5M | 0.34% | 2025-12-31 |
| 61 | BCO Wealth Management LLC | 502,682 | $21.4M | 0.33% | 2025-12-31 |
| 62 | CFS Investment Advisory Services, LLC | 502,032 | $21.4M | 0.33% | 2025-12-31 |
| 63 | Alpha Financial Advisors, LLC | 496,255 | $21.1M | 0.33% | 2025-12-31 |
| 64 | Sequoia Financial Advisors, LLC | 488,685 | $20.8M | 0.33% | 2025-12-31 |
| 65 | DAVENPORT & Co LLC | 459,584 | $19.6M | 0.31% | 2025-12-31 |
| 66 | Aurelius Family Office LLC | 458,826 | $19.6M | 0.31% | 2025-12-31 |
| 67 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 305,084 | $19.4M | 0.20% | 2025-12-31 |
| 68 | Financial Plan, Inc. | 451,001 | $19.2M | 0.30% | 2025-12-31 |
| 69 | Momentous Wealth Management, Inc. | 444,774 | $18.9M | 0.30% | 2025-12-31 |
| 70 | Note Advisors, LLC | 441,567 | $18.8M | 0.29% | 2025-12-31 |
| 71 | MOLLER WEALTH PARTNERS | 433,534 | $18.5M | 0.29% | 2025-12-31 |
| 72 | Babb Wealth Advisors LLC | 431,748 | $18.4M | 0.29% | 2025-12-31 |
| 73 | Blume Capital Management, Inc. | 426,293 | $18.1M | 0.28% | 2025-12-31 |
| 74 | Revolve Wealth Partners, LLC | 425,300 | $18.1M | 0.28% | 2025-12-31 |
| 75 | Chicago Partners Investment Group LLC | 410,406 | $17.5M | 0.27% | 2025-12-31 |
| 76 | RCS Financial Planning, LLC | 403,359 | $17.2M | 0.27% | 2025-12-31 |
| 77 | Arax Advisory Partners | 399,429 | $17.0M | 0.26% | 2025-12-31 |
| 78 | Vermillion & White Wealth Management Group, LLC | 395,624 | $16.9M | 0.26% | 2025-12-31 |
| 79 | BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 394,615 | $16.8M | 0.26% | 2025-12-31 |
| 80 | INTEGRITY ALLIANCE, LLC. | 392,781 | $16.7M | 0.26% | 2025-12-31 |
| 81 | DIVERSIFY WEALTH MANAGEMENT, LLC | 389,673 | $16.6M | 0.26% | 2025-12-31 |
| 82 | RATIONAL ADVISORS, INC. | 371,289 | $15.8M | 0.25% | 2025-12-31 |
| 83 | Guardian Wealth Management, LLC | 367,323 | $15.6M | 0.24% | 2025-12-31 |
| 84 | RIVERCHASE WEALTH MANAGEMENT, LLC | 359,205 | $15.3M | 0.24% | 2025-12-31 |
| 85 | Wheels Up Wealth, Inc. | 358,722 | $15.3M | 0.24% | 2025-12-31 |
| 86 | CLIENT 1ST ADVISORY GROUP, LLC | 348,794 | $14.8M | 0.23% | 2025-12-31 |
| 87 | OSAIC HOLDINGS, INC. | 344,624 | $14.7M | 0.23% | 2025-12-31 |
| 88 | Tillman Hartley LLC | 339,299 | $14.4M | 0.22% | 2025-12-31 |
| 89 | Mattern Wealth Management LLC | 338,205 | $14.4M | 0.22% | 2025-12-31 |
| 90 | LEGACY FINANCIAL GROUP, INC. | 324,982 | $13.8M | 0.21% | 2025-12-31 |
| 91 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 319,935 | $13.6M | 0.21% | 2025-12-31 |
| 92 | DRAVO BAY LLC | 319,513 | $13.6M | 0.21% | 2025-12-31 |
| 93 | TRUIST FINANCIAL CORP | 318,234 | $13.5M | 0.21% | 2025-12-31 |
| 94 | City State Bank | 318,066 | $13.5M | 0.21% | 2025-12-31 |
| 95 | Divergent Planning, LLC | 314,352 | $13.4M | 0.21% | 2025-12-31 |
| 96 | BWM Planning, LLC | 311,696 | $13.3M | 0.21% | 2025-12-31 |
| 97 | Vestmark Advisory Solutions, Inc. | 309,670 | $13.2M | 0.20% | 2025-12-31 |
| 98 | Cetera Investment Advisers | 306,720 | $13.1M | 0.20% | 2025-12-31 |
| 99 | Integrated Wealth Concepts LLC | 304,801 | $13.0M | 0.20% | 2025-12-31 |
| 100 | Meredith Wealth Planning | 301,384 | $12.8M | 0.20% | 2025-12-31 |
| 101 | Austin Wealth Management, LLC | 301,022 | $12.8M | 0.20% | 2025-12-31 |
| 102 | Heritage Wealth Management, Inc./Texas | 301,280 | $12.8M | 0.20% | 2025-12-31 |
| 103 | Johnson Wealth Management, LLC | 299,692 | $12.8M | 0.20% | 2025-12-31 |
| 104 | Daner Wealth Management, LLC | 289,285 | $12.4M | 0.19% | 2025-12-31 |
| 105 | SageOak Financial, LLC | 287,570 | $12.2M | 0.19% | 2025-12-31 |
| 106 | Financial Symmetry Inc | 286,109 | $12.2M | 0.19% | 2025-12-31 |
| 107 | HARBOUR INVESTMENTS, INC. | 278,302 | $11.8M | 0.18% | 2025-12-31 |
| 108 | Concord Wealth Partners | 274,432 | $11.7M | 0.18% | 2025-12-31 |
| 109 | Graver Capital Management, LLC | 272,051 | $11.6M | 0.18% | 2025-12-31 |
| 110 | Kane Co Wealth Management, Inc. | 270,870 | $11.5M | 0.18% | 2025-12-31 |
| 111 | Farther Finance Advisors, LLC | 269,832 | $11.5M | 0.18% | 2025-12-31 |
| 112 | XY Planning Network, Inc. | 268,242 | $11.4M | 0.18% | 2025-12-31 |
| 113 | BANK OF AMERICA CORP /DE/ | 265,551 | $11.3M | 0.17% | 2025-12-31 |
| 114 | HB Wealth Management, LLC | 265,181 | $11.3M | 0.17% | 2025-12-31 |
| 115 | COLLECTIVE FAMILY OFFICE LLC | 261,907 | $11.1M | 0.17% | 2025-12-31 |
| 116 | Sterling Wealth Advisors Inc | 260,373 | $11.1M | 0.17% | 2025-12-31 |
| 117 | Mariner, LLC | 256,977 | $10.9M | 0.17% | 2025-12-31 |
| 118 | BCU Wealth Advisors, LLC | 253,136 | $10.8M | 0.17% | 2025-12-31 |
| 119 | Yardley Wealth Management LLC | 251,065 | $10.7M | 0.16% | 2025-12-31 |
| 120 | Ledgewood Wealth Advisors, LLC | 250,169 | $10.6M | 0.16% | 2025-12-31 |
| 121 | ERn Financial, LLC | 249,044 | $10.6M | 0.16% | 2025-12-31 |
| 122 | Focus Partners Advisor Solutions, LLC | 247,002 | $10.5M | 0.16% | 2025-12-31 |
| 123 | Essential Planning, LLC. | 246,127 | $10.5M | 0.16% | 2025-12-31 |
| 124 | Torren Management, LLC | 245,428 | $10.4M | 0.16% | 2025-12-31 |
| 125 | SpringVest Wealth Management LLC | 232,460 | $9.9M | 0.15% | 2025-12-31 |
| 126 | ArborFi Advisors, LLC | 224,892 | $9.6M | 0.15% | 2025-12-31 |
| 127 | United Wealth Management, LLC | 224,296 | $9.5M | 0.15% | 2025-12-31 |
| 128 | Burk Holdings LLC | 218,285 | $9.3M | 0.14% | 2025-12-31 |
| 129 | Tradewinds, LLC. | 216,388 | $9.2M | 0.14% | 2025-12-31 |
| 130 | Integrity Investment Advisors, LLC | 216,043 | $9.2M | 0.14% | 2025-12-31 |
| 131 | Wealth Dimensions Group, Ltd. | 210,429 | $9.0M | 0.14% | 2025-12-31 |
| 132 | Focus Partners Wealth | 210,010 | $8.9M | 0.14% | 2025-12-31 |
| 133 | Modera Wealth Management, LLC | 207,709 | $8.8M | 0.14% | 2025-12-31 |
| 134 | DeLarme Wealth Management, Inc. | 204,848 | $8.7M | 0.13% | 2025-12-31 |
| 135 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 202,969 | $8.6M | 0.13% | 2025-12-31 |
| 136 | Berger Financial Group, Inc | 201,212 | $8.6M | 0.13% | 2025-12-31 |
| 137 | Corient Private Wealth LLC | 198,319 | $8.4M | 0.13% | 2025-12-31 |
| 138 | SC&H Financial Advisors, Inc. | 197,721 | $8.4M | 0.13% | 2025-12-31 |
| 139 | Beacon Harbor Wealth Advisors, Inc. | 195,270 | $8.3M | 0.13% | 2025-12-31 |
| 140 | Integrity Advisory Solutions, LLC | 194,784 | $8.3M | 0.13% | 2025-12-31 |
| 141 | SAX WEALTH ADVISORS, LLC | 194,532 | $8.3M | 0.13% | 2025-12-31 |
| 142 | SJS Investment Consulting Inc. | 191,896 | $8.2M | 0.12% | 2025-12-31 |
| 143 | AE Wealth Management LLC | 189,677 | $8.1M | 0.12% | 2025-12-31 |
| 144 | SUTTON PLACE INVESTORS LLC | 186,347 | $7.9M | 0.12% | 2025-12-31 |
| 145 | marrick wealth, LLC | 185,406 | $7.9M | 0.12% | 2025-12-31 |
| 146 | SageView Advisory Group, LLC | 183,650 | $7.8M | 0.12% | 2025-12-31 |
| 147 | AssuredPartners Investment Advisors, LLC | 174,591 | $7.4M | 0.11% | 2025-12-31 |
| 148 | WEALTHSPAN PARTNERS, LLC | 174,426 | $7.4M | 0.11% | 2025-12-31 |
| 149 | Vested Financial Planning, LLC | 170,638 | $7.3M | 0.11% | 2025-12-31 |
| 150 | Fort Vancouver Investment Management, LLC | 167,435 | $7.1M | 0.11% | 2025-12-31 |
| 151 | Bay Harbor Wealth Management, LLC | 164,820 | $7.0M | 0.11% | 2025-12-31 |
| 152 | Heritage Investment Group, Inc. | 161,692 | $6.9M | 0.10% | 2025-12-31 |
| 153 | Parker Financial LLC | 159,127 | $6.8M | 0.10% | 2025-12-31 |
| 154 | Citrine Capital LLC | 158,748 | $6.8M | 0.10% | 2025-12-31 |
| 155 | CGN Advisors LLC | 157,452 | $6.7M | 0.10% | 2025-12-31 |
| 156 | Herold Advisors, Inc. | 157,061 | $6.7M | 0.10% | 2025-12-31 |
| 157 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 156,215 | $6.6M | 0.10% | 2025-12-31 |
| 158 | CreativeOne Wealth, LLC | 154,300 | $6.6M | 0.10% | 2025-12-31 |
| 159 | WINEBRENNER CAPITAL MANAGEMENT LLC | 154,156 | $6.6M | 0.10% | 2025-12-31 |
| 160 | Foundry Financial LLC | 152,967 | $6.5M | 0.10% | 2025-12-31 |
| 161 | Approach Retirement Advisors, LLC | 152,888 | $6.5M | 0.10% | 2025-12-31 |
| 162 | LVZ, Inc. | 151,953 | $6.5M | 0.10% | 2025-12-31 |
| 163 | SUMMIT WEALTH GROUP LLC / CO | 150,188 | $6.4M | 0.10% | 2025-12-31 |
| 164 | Stratos Wealth Partners, LTD. | 149,946 | $6.4M | 0.10% | 2025-12-31 |
| 165 | CLG LLC | 148,199 | $6.3M | 0.10% | 2025-12-31 |
| 166 | Sowell Financial Services LLC | 147,164 | $6.3M | 0.09% | 2025-12-31 |
| 167 | IFG Advisory, LLC | 146,422 | $6.2M | 0.09% | 2025-12-31 |
| 168 | Porter White Investment Advisors, Inc. | 144,834 | $6.2M | 0.09% | 2025-12-31 |
| 169 | Orion Porfolio Solutions, LLC | 143,133 | $6.1M | 0.09% | 2025-12-31 |
| 170 | Acorn Wealth Advisors, LLC | 141,909 | $6.0M | 0.09% | 2025-12-31 |
| 171 | Arnold Financial Planning LLC | 138,026 | $5.9M | 0.09% | 2025-12-31 |
| 172 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 136,581 | $5.8M | 0.09% | 2025-12-31 |
| 173 | AdvisorNet Financial, Inc | 133,858 | $5.7M | 0.09% | 2025-12-31 |
| 174 | Wealthcare Advisory Partners LLC | 130,354 | $5.5M | 0.08% | 2025-12-31 |
| 175 | Cogent Private Wealth, Inc. | 128,242 | $5.5M | 0.08% | 2025-12-31 |
| 176 | FinDec Wealth Services, Inc. | 124,953 | $5.3M | 0.08% | 2025-12-31 |
| 177 | Kestra Advisory Services, LLC | 124,797 | $5.3M | 0.08% | 2025-12-31 |
| 178 | Vantage Point Financial LLC | 120,856 | $5.1M | 0.08% | 2025-12-31 |
| 179 | Applied Capital LLC | 119,597 | $5.1M | 0.08% | 2025-12-31 |
| 180 | E6 Portfolios, LLC | 118,448 | $5.0M | 0.08% | 2025-12-31 |
| 181 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 118,435 | $5.0M | 0.08% | 2025-12-31 |
| 182 | Keating Financial Advisory Services, Inc. | 118,335 | $5.0M | 0.07% | 2025-12-31 |
| 183 | MATHER GROUP, LLC. | 118,302 | $5.0M | 0.07% | 2025-12-31 |
| 184 | EverSource Wealth Advisors, LLC | 116,707 | $5.0M | 0.07% | 2025-12-31 |
| 185 | PFG Advisors | 116,038 | $4.9M | 0.07% | 2025-12-31 |
| 186 | Arcadia Wealth Management, Inc. | 115,765 | $4.9M | 0.07% | 2025-12-31 |
| 187 | AlphaStar Capital Management, LLC | 114,672 | $4.9M | 0.07% | 2025-12-31 |
| 188 | GUARDIAN WEALTH ADVISORS, LLC / NC | 114,265 | $4.9M | 0.07% | 2025-12-31 |
| 189 | Aptus Capital Advisors, LLC | 114,208 | $4.9M | 0.07% | 2025-12-31 |
| 190 | Forum Financial Management, LP | 112,355 | $4.8M | 0.07% | 2025-12-31 |
| 191 | HFG Wealth Management, LLC | 109,784 | $4.7M | 0.07% | 2025-12-31 |
| 192 | Safeguard Investment Advisory Group, LLC | 109,703 | $4.7M | 0.07% | 2025-12-31 |
| 193 | Advisory Services Network, LLC | 109,085 | $4.6M | 0.07% | 2025-12-31 |
| 194 | NORTHWEST WEALTH MANAGEMENT, LLC | 106,792 | $4.5M | 0.07% | 2025-12-31 |
| 195 | Ruedi Wealth Management, Inc. | 106,580 | $4.5M | 0.07% | 2025-12-31 |
| 196 | First Financial Group Corp | 105,568 | $4.5M | 0.07% | 2025-12-31 |
| 197 | VESTIA PERSONAL WEALTH ADVISORS | 103,208 | $4.4M | 0.06% | 2025-12-31 |
| 198 | ENTREWEALTH, LLC | 95,707 | $4.1M | 0.06% | 2025-12-31 |
| 199 | Savvy Advisors, Inc. | 95,386 | $4.1M | 0.06% | 2025-12-31 |
| 200 | Triune Financial Partners, LLC | 94,104 | $4.0M | 0.06% | 2025-12-31 |
| 201 | Hill Investment Group Partners, LLC | 93,812 | $4.0M | 0.06% | 2025-12-31 |
| 202 | Greenspring Advisors, LLC | 91,670 | $3.9M | 0.06% | 2025-12-31 |
| 203 | Wealth Advisors Northwest LLC | 90,701 | $3.9M | 0.06% | 2025-12-31 |
| 204 | CITADEL ADVISORS LLC | 90,002 | $3.8M | 0.06% | 2025-12-31 |
| 205 | Donalies Financial Planning, LLC | 88,583 | $3.8M | 0.05% | 2025-12-31 |
| 206 | DecisionMap Wealth Management, LLC | 85,154 | $3.6M | 0.05% | 2025-12-31 |
| 207 | Simplicity Wealth,LLC | 84,429 | $3.6M | 0.05% | 2025-12-31 |
| 208 | MITCHELL MCLEOD PUGH & WILLIAMS INC | 81,870 | $3.5M | 0.05% | 2025-12-31 |
| 209 | CURIO WEALTH, LLC | 81,357 | $3.5M | 0.05% | 2025-12-31 |
| 210 | Pacific Asset Management, LLC | 81,488 | $3.5M | 0.05% | 2025-12-31 |
| 211 | Schulz Wealth, LTD. | 80,536 | $3.4M | 0.05% | 2025-12-31 |
| 212 | STIFEL FINANCIAL CORP | 78,620 | $3.3M | 0.05% | 2025-12-31 |
| 213 | CLUNE & ASSOCIATES, LTD. | 77,046 | $3.3M | 0.05% | 2025-12-31 |
| 214 | Hutchens & Kramer Investment Management Group, LLC | 76,674 | $3.3M | 0.05% | 2025-12-31 |
| 215 | Foster Group, Inc. | 73,852 | $3.1M | 0.04% | 2025-12-31 |
| 216 | International Private Wealth Advisors LLC | 73,459 | $3.1M | 0.04% | 2025-12-31 |
| 217 | TCP Asset Management, LLC | 73,155 | $3.1M | 0.04% | 2025-12-31 |
| 218 | Private Advisor Group, LLC | 72,837 | $3.1M | 0.04% | 2025-12-31 |
| 219 | Diversify Advisory Services, LLC | 70,641 | $3.0M | 0.04% | 2025-12-31 |
| 220 | GREAT VALLEY ADVISOR GROUP, INC. | 69,250 | $2.9M | 0.04% | 2025-12-31 |
| 221 | Canopy Partners, LLC | 69,206 | $2.9M | 0.04% | 2025-12-31 |
| 222 | MISSION WEALTH MANAGEMENT, LP | 66,368 | $2.8M | 0.04% | 2025-12-31 |
| 223 | Wealthspire Advisors, LLC | 64,938 | $2.8M | 0.04% | 2025-12-31 |
| 224 | Glass Jacobson Investment Advisors llc | 61,387 | $2.6M | 0.04% | 2025-12-31 |
| 225 | Austin Private Wealth, LLC | 60,127 | $2.6M | 0.04% | 2025-12-31 |
| 226 | Creative Planning | 59,055 | $2.5M | 0.03% | 2025-12-31 |
| 227 | Balance Wealth, LLC | 58,851 | $2.5M | 0.03% | 2025-12-31 |
| 228 | Cherry Tree Wealth Management, LLC | 58,654 | $2.5M | 0.03% | 2025-12-31 |
| 229 | Live Oak Private Wealth LLC | 58,472 | $2.5M | 0.03% | 2025-12-31 |
| 230 | MB Generational Wealth, LLC | 58,456 | $2.5M | 0.03% | 2025-12-31 |
| 231 | Equitable Holdings, Inc. | 58,303 | $2.5M | 0.03% | 2025-12-31 |
| 232 | IFP Advisors, Inc | 58,224 | $2.5M | 0.03% | 2025-12-31 |
| 233 | Ballast Rock Private Wealth LLC | 55,315 | $2.4M | 0.03% | 2025-12-31 |
| 234 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 55,000 | $2.3M | 0.03% | 2025-12-31 |
| 235 | Rachor Investment Advisory Services, LLC | 54,927 | $2.3M | 0.03% | 2025-12-31 |
| 236 | Family Capital Management, Inc. | 54,349 | $2.3M | 0.03% | 2025-12-31 |
| 237 | Hartmann Taylor Wealth Management, LLC | 53,782 | $2.3M | 0.03% | 2025-12-31 |
| 238 | NewEdge Advisors, LLC | 53,252 | $2.3M | 0.03% | 2025-12-31 |
| 239 | Aegis Wealth Management LLC | 53,179 | $2.3M | 0.03% | 2025-12-31 |
| 240 | Foundations Investment Advisors, LLC | 50,499 | $2.1M | 0.03% | 2025-12-31 |
| 241 | Stewardship Advisors, LLC | 50,383 | $2.1M | 0.03% | 2025-12-31 |
| 242 | PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 50,287 | $2.1M | 0.03% | 2025-12-31 |
| 243 | Abel Hall, LLC | 50,120 | $2.1M | 0.03% | 2025-12-31 |
| 244 | Arcadia Wealth Management, LLC | 49,429 | $2.1M | 0.03% | 2025-12-31 |
| 245 | Onyx Financial Advisors, LLC | 45,498 | $1.9M | 0.03% | 2025-12-31 |
| 246 | Williams & Novak, LLC | 44,574 | $1.9M | 0.03% | 2025-12-31 |
| 247 | OLD MISSION CAPITAL LLC | 44,185 | $1.9M | 0.02% | 2025-12-31 |
| 248 | SwitchPoint Financial Planning, LLC | 43,201 | $1.8M | 0.02% | 2025-12-31 |
| 249 | Arista Wealth Management, LLC | 43,088 | $1.8M | 0.02% | 2025-12-31 |
| 250 | Verus Financial Partners, Inc. | 42,591 | $1.8M | 0.02% | 2025-12-31 |
| 251 | Invst, LLC | 41,896 | $1.8M | 0.02% | 2025-12-31 |
| 252 | MASTER'S WEALTH MANAGEMENT INC. | 40,777 | $1.7M | 0.02% | 2025-12-31 |
| 253 | Plan Group Financial, LLC | 40,707 | $1.7M | 0.02% | 2025-12-31 |
| 254 | Fiduciary Alliance LLC | 39,967 | $1.7M | 0.02% | 2025-12-31 |
| 255 | MORRIS FINANCIAL CONCEPTS, INC. | 39,704 | $1.7M | 0.02% | 2025-12-31 |
| 256 | Archvest Wealth Advisors, Inc. | 63,432 | $1.7M | 0.04% | 2025-12-31 |
| 257 | Evanson Asset Management, LLC | 38,429 | $1.6M | 0.02% | 2025-12-31 |
| 258 | J.W. COLE ADVISORS, INC. | 39,838 | $1.6M | 0.02% | 2025-12-31 |
| 259 | Washington Trust Advisors, Inc. | 37,022 | $1.6M | 0.02% | 2025-12-31 |
| 260 | CIBC WORLD MARKETS CORP | 36,918 | $1.6M | 0.02% | 2025-12-31 |
| 261 | GOLDMAN SACHS GROUP INC | 36,798 | $1.6M | 0.02% | 2025-12-31 |
| 262 | Index Fund Advisors, Inc. | 36,436 | $1.6M | 0.02% | 2025-12-31 |
| 263 | ProCore Advisors, LLC | 35,367 | $1.5M | 0.02% | 2025-12-31 |
| 264 | Werba Rubin Papier Wealth Management | 35,121 | $1.5M | 0.02% | 2025-12-31 |
| 265 | CITIGROUP INC | 35,016 | $1.5M | 0.02% | 2025-12-31 |
| 266 | Quantum Financial Advisors, LLC | 34,901 | $1.5M | 0.02% | 2025-12-31 |
| 267 | Shearwater Capital LLC | 34,321 | $1.5M | 0.02% | 2025-12-31 |
| 268 | Smartleaf Asset Management LLC | 33,585 | $1.4M | 0.02% | 2025-12-31 |
| 269 | Van Hulzen Asset Management, LLC | 32,822 | $1.4M | 0.02% | 2025-12-31 |
| 270 | Envestnet Portfolio Solutions, Inc. | 32,781 | $1.4M | 0.02% | 2025-12-31 |
| 271 | CYPRESS FINANCIAL PLANNING LLC | 31,758 | $1.4M | 0.02% | 2025-12-31 |
| 272 | Hoxton Planning & Management, LLC | 31,112 | $1.3M | 0.02% | 2025-12-31 |
| 273 | Samalin Investment Counsel, LLC | 30,951 | $1.3M | 0.02% | 2025-12-31 |
| 274 | Csenge Advisory Group | 30,792 | $1.3M | 0.02% | 2025-12-31 |
| 275 | Elser Financial Planning, Inc | 30,469 | $1.3M | 0.02% | 2025-12-31 |
| 276 | PINNEY & SCOFIELD, INC. | 30,358 | $1.3M | 0.02% | 2025-12-31 |
| 277 | Axis Wealth Partners, LLC | 28,874 | $1.2M | 0.01% | 2025-12-31 |
| 278 | Investment Advisory Group, LLC | 25,674 | $1.1M | 0.01% | 2025-12-31 |
| 279 | Mills Wealth Advisors LLC | 24,916 | $1.1M | 0.01% | 2025-12-31 |
| 280 | American Investment Services, Inc. | 24,459 | $1.0M | 0.01% | 2025-12-31 |
| 281 | Physician Wealth Advisors, Inc. | 24,398 | $1.0M | 0.01% | 2025-12-31 |
| 282 | Hippocratic Financial Advisors, LLC | 24,242 | $1.0M | 0.01% | 2025-12-31 |
| 283 | KEB ASSET MANAGEMENT, LLC | 24,233 | $1.0M | 0.01% | 2025-12-31 |
| 284 | GEN Financial Management, INC. | 23,968 | $1.0M | 0.01% | 2025-12-31 |
| 285 | Ares Financial Consulting, LLC | 23,891 | $1.0M | 0.01% | 2025-12-31 |
| 286 | ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 22,947 | $976.6K | 0.01% | 2025-12-31 |
| 287 | Next Level Wealth Planning, LLC | 22,396 | $953.2K | 0.01% | 2025-12-31 |
| 288 | Alpha Advisors, LLC/VA | 21,517 | $915.8K | 0.01% | 2025-12-31 |
| 289 | Oceanside Advisors LLC | 21,324 | $907.5K | 0.01% | 2025-12-31 |
| 290 | BUILDER INVESTMENT GROUP INC /ADV | 21,025 | $894.8K | 0.01% | 2025-12-31 |
| 291 | Riverbend Wealth Management, LLC | 20,795 | $885.0K | 0.01% | 2025-12-31 |
| 292 | JFS WEALTH ADVISORS, LLC | 20,558 | $875.0K | 0.01% | 2025-12-31 |
| 293 | 25 LLC | 20,109 | $855.9K | 0.01% | 2025-12-31 |
| 294 | Ariadne Wealth Management, LP | 19,851 | $853.2K | 0.01% | 2025-12-31 |
| 295 | PINKERTON WEALTH, LLC | 19,924 | $848.0K | 0.01% | 2025-12-31 |
| 296 | SHERMAN PORFOLIOS, LLC | 19,924 | $848.0K | 0.01% | 2025-12-31 |
| 297 | Spinnaker Investment Group, LLC | 19,909 | $847.3K | 0.01% | 2025-12-31 |
| 298 | AWM CAPITAL, LLC | 19,857 | $845.1K | 0.01% | 2025-12-31 |
| 299 | FIRETHORN WEALTH PARTNERS, LLC | 19,641 | $835.9K | 0.01% | 2025-12-31 |
| 300 | TAGStone Capital, Inc. | 18,840 | $801.8K | 0.01% | 2025-12-31 |
| 301 | MSH Capital Advisors LLC | 18,311 | $779.3K | 0.01% | 2025-12-31 |
| 302 | Ashton Thomas Private Wealth, LLC | 18,173 | $773.4K | 0.01% | 2025-12-31 |
| 303 | Dentgroup LLC | 18,162 | $773.0K | 0.01% | 2025-12-31 |
| 304 | UPTICK PARTNERS, LLC | 17,998 | $766.0K | 0.01% | 2025-12-31 |
| 305 | WealthSpring Partners, LLC | 17,845 | $759.5K | 0.01% | 2025-12-31 |
| 306 | EXENCIAL WEALTH ADVISORS, LLC | 17,340 | $738.0K | 0.01% | 2025-12-31 |
| 307 | MERCER GLOBAL ADVISORS INC /ADV | 17,283 | $735.6K | 0.01% | 2025-12-31 |
| 308 | Two West Capital Advisors LLC | 17,147 | $729.8K | 0.01% | 2025-12-31 |
| 309 | 55 North Private Wealth, LLC | 16,926 | $720.4K | 0.01% | 2025-12-31 |
| 310 | GEM Asset Management, LLC | 16,592 | $708.2K | 0.01% | 2025-12-31 |
| 311 | SILVER OAK SECURITIES, INCORPORATED | 16,223 | $692.2K | 0.01% | 2025-12-31 |
| 312 | Geometric Wealth Advisors | 16,041 | $682.7K | 0.01% | 2025-12-31 |
| 313 | Five Oceans Advisors | 15,923 | $677.7K | 0.01% | 2025-12-31 |
| 314 | Parkside Financial Bank & Trust | 15,882 | $675.9K | 0.01% | 2025-12-31 |
| 315 | ELEVATE WEALTH ADVISORY, INC | 14,831 | $631.2K | 0.01% | 2025-12-31 |
| 316 | Generations Wealth, LLC | 14,473 | $616.0K | 0.00% | 2025-12-31 |
| 317 | Forum Private Client Group LLC | 14,165 | $602.9K | 0.00% | 2025-12-31 |
| 318 | Triad Wealth Partners, LLC | 14,149 | $602.2K | 0.00% | 2025-12-31 |
| 319 | Prospera Financial Services Inc | 13,486 | $574.3K | 0.00% | 2025-12-31 |
| 320 | CARY STREET PARTNERS FINANCIAL LLC | 13,102 | $557.6K | 0.00% | 2025-12-31 |
| 321 | WELLS FARGO & COMPANY/MN | 12,909 | $549.4K | 0.00% | 2025-12-31 |
| 322 | Plancorp, LLC | 12,246 | $521.2K | 0.00% | 2025-12-31 |
| 323 | MGO ONE SEVEN LLC | 12,203 | $519.4K | 0.00% | 2025-12-31 |
| 324 | Sigma Planning Corp | 12,180 | $518.4K | 0.00% | 2025-12-31 |
| 325 | D.A. DAVIDSON & CO. | 12,164 | $517.7K | 0.00% | 2025-12-31 |
| 326 | StrongBox Wealth, LLC | 11,473 | $488.3K | 0.00% | 2025-12-31 |
| 327 | Lutz Financial Services LLC | 11,164 | $475.1K | 0.00% | 2025-12-31 |
| 328 | Midwest Heritage Bank, FSB | 10,989 | $467.7K | 0.00% | 2025-12-31 |
| 329 | Miracle Mile Advisors, LLC | 10,830 | $460.9K | 0.00% | 2025-12-31 |
| 330 | Financial Synergies Wealth Advisors, Inc. | 10,627 | $452.3K | 0.00% | 2025-12-31 |
| 331 | Geneos Wealth Management Inc. | 10,559 | $449.4K | 0.00% | 2025-12-31 |
| 332 | NATIONAL BANK OF CANADA /FI/ | 10,384 | $441.9K | 0.00% | 2025-12-31 |
| 333 | Aspire Private Capital, LLC | 10,007 | $425.9K | 0.00% | 2025-12-31 |
| 334 | IHT Wealth Management, LLC | 9,979 | $424.7K | 0.00% | 2025-12-31 |
| 335 | Old Peak Finance LLC | 9,927 | $422.5K | 0.00% | 2025-12-31 |
| 336 | Diversified Portfolios, Inc. | 9,711 | $413.3K | 0.00% | 2025-12-31 |
| 337 | Mutual Advisors, LLC | 9,488 | $403.8K | 0.00% | 2025-12-31 |
| 338 | Beacon Financial Advisory LLC | 9,310 | $396.3K | 0.00% | 2025-12-31 |
| 339 | SEI INVESTMENTS CO | 9,249 | $393.6K | 0.00% | 2025-12-31 |
| 340 | Jacobi Capital Management LLC | 9,055 | $385.4K | 0.00% | 2025-12-31 |
| 341 | Forthright Family Wealth Advisory LLC | 9,021 | $383.9K | 0.00% | 2025-12-31 |
| 342 | Allodium Investment Consultants, LLC | 9,002 | $383.1K | 0.00% | 2025-12-31 |
| 343 | FARMERS TRUST CO | 9,000 | $383.0K | 0.00% | 2025-12-31 |
| 344 | POTENTIA WEALTH | 8,961 | $381.4K | 0.00% | 2025-12-31 |
| 345 | Waverly Advisors, LLC | 8,895 | $378.6K | 0.00% | 2025-12-31 |
| 346 | MML INVESTORS SERVICES, LLC | 8,742 | $372.1K | 0.00% | 2025-12-31 |
| 347 | FIDUCIARY FINANCIAL GROUP, LLC | 8,694 | $370.0K | 0.00% | 2025-12-31 |
| 348 | LAM GROUP, INC. | 8,555 | $364.1K | 0.00% | 2025-12-31 |
| 349 | Ponta Wealth Partners, LLC | 8,454 | $359.8K | 0.00% | 2025-12-31 |
| 350 | LANDAAS & CO /WI /ADV | 8,405 | $357.7K | 0.00% | 2025-12-31 |
| 351 | Timonier Family Office, LTD. | 7,935 | $337.7K | 0.00% | 2025-12-31 |
| 352 | Keel Point, LLC | 7,840 | $333.7K | 0.00% | 2025-12-31 |
| 353 | Sepio Capital, LP | 7,647 | $325.5K | 0.00% | 2025-12-31 |
| 354 | Legacy Capital Wealth Partners, LLC | 7,579 | $322.6K | 0.00% | 2025-12-31 |
| 355 | Vigil Wealth Management, LLC | 7,369 | $313.6K | 0.00% | 2025-12-31 |
| 356 | Apollon Wealth Management, LLC | 7,255 | $308.8K | 0.00% | 2025-12-31 |
| 357 | Brookwood Investment Group LLC | 7,250 | $308.6K | 0.00% | 2025-12-31 |
| 358 | Matisse Capital | 7,200 | $306.4K | 0.00% | 2025-12-31 |
| 359 | TWO SIGMA SECURITIES, LLC | 6,989 | $297.5K | 0.00% | 2025-12-31 |
| 360 | DOPKINS WEALTH MANAGEMENT, LLC | 6,793 | $289.1K | 0.00% | 2025-12-31 |
| 361 | Patriot Financial Group Insurance Agency, LLC | 6,762 | $287.8K | 0.00% | 2025-12-31 |
| 362 | Bay Capital Advisors, LLC | 6,684 | $284.5K | 0.00% | 2025-12-31 |
| 363 | Gemmer Asset Management LLC | 6,594 | $280.7K | 0.00% | 2025-12-31 |
| 364 | Helen Stephens Group, LLC | 6,496 | $276.5K | 0.00% | 2025-12-31 |
| 365 | Beacon Financial Strategies CORP | 6,471 | $275.4K | 0.00% | 2025-12-31 |
| 366 | Rise Advisors, LLC | 6,418 | $273.1K | 0.00% | 2025-12-31 |
| 367 | Financial Engines Advisors L.L.C. | 6,307 | $268.4K | 0.00% | 2025-12-31 |
| 368 | Stirlingshire Investments, Inc. | 6,230 | $265.5K | 0.00% | 2025-12-31 |
| 369 | VICTORY FINANCIAL GROUP, LLC | 6,231 | $265.2K | 0.00% | 2025-12-31 |
| 370 | FORTERIS WEALTH MANAGEMENT INC. | 6,225 | $264.9K | 0.00% | 2025-12-31 |
| 371 | EP Wealth Advisors, LLC | 6,058 | $257.8K | 0.00% | 2025-12-31 |
| 372 | CVA Family Office, LLC | 6,011 | $255.8K | 0.00% | 2025-12-31 |
| 373 | Parkwoods Wealth Partners, LLC | 5,988 | $254.8K | 0.00% | 2025-12-31 |
| 374 | Steward Partners Investment Advisory, LLC | 5,973 | $254.2K | 0.00% | 2025-12-31 |
| 375 | C M BIDWELL & ASSOCIATES LTD | 5,967 | $254.0K | 0.00% | 2025-12-31 |
| 376 | 21 West Wealth Management LLC | 5,898 | $251.0K | 0.00% | 2025-12-31 |
| 377 | Planning Center, Inc. | 5,854 | $249.1K | 0.00% | 2025-12-31 |
| 378 | Advyzon Investment Management, LLC | 5,831 | $248.2K | 0.00% | 2025-12-31 |
| 379 | New Capital Management LP | 5,754 | $244.9K | 0.00% | 2025-12-31 |
| 380 | Concorde Asset Management, LLC | 5,705 | $242.8K | 0.00% | 2025-12-31 |
| 381 | Clear Creek Financial Management, LLC | 5,662 | $241.0K | 0.00% | 2025-12-31 |
| 382 | Merit Financial Group, LLC | 5,575 | $237.3K | 0.00% | 2025-12-31 |
| 383 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5,527 | $235.2K | 0.00% | 2025-12-31 |
| 384 | Strategic Investment Solutions, Inc. /IL | 5,434 | $231.3K | 0.00% | 2025-12-31 |
| 385 | Keystone Financial Services | 5,284 | $224.9K | 0.00% | 2025-12-31 |
| 386 | B&D White Capital Company, LLC | 5,211 | $221.8K | 0.00% | 2025-12-31 |
| 387 | Compass Ion Advisors, LLC | 5,164 | $219.8K | 0.00% | 2025-12-31 |
| 388 | Millstone Evans Group, LLC | 5,016 | $213.5K | 0.00% | 2025-12-31 |
| 389 | Legacy Financial Advisors, Inc. | 4,905 | $208.8K | 0.00% | 2025-12-31 |
| 390 | TCFG WEALTH MANAGEMENT, LLC | 4,822 | $205.2K | 0.00% | 2025-12-31 |
| 391 | Eaton-Cambridge Inc. | 4,722 | $201.0K | 0.00% | 2025-12-31 |
| 392 | Salomon & Ludwin, LLC | 4,300 | $183.3K | 0.00% | 2025-12-31 |
| 393 | Qube Research & Technologies Ltd | 3,536 | $150.5K | 0.00% | 2025-12-31 |
| 394 | Cornerstone Wealth Partners, LLC | 3,127 | $133.1K | 0.00% | 2025-12-31 |
| 395 | Global Retirement Partners, LLC | 2,795 | $118.9K | 0.00% | 2025-12-31 |
| 396 | Nemes Rush Group LLC | 2,645 | $112.6K | 0.00% | 2025-12-31 |
| 397 | MASECO LLP | 2,575 | $109.6K | 0.00% | 2025-12-31 |
| 398 | Clayton Financial Group LLC | 2,471 | $105.2K | 0.00% | 2025-12-31 |
| 399 | JONES FINANCIAL COMPANIES LLLP | 2,378 | $101.2K | 0.00% | 2025-12-31 |
| 400 | MORGAN STANLEY | 2,104 | $89.5K | 0.00% | 2025-12-31 |
| 401 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2,059 | $87.6K | 0.00% | 2025-12-31 |
| 402 | FIFTH THIRD BANCORP | 2,027 | $86.3K | 0.00% | 2025-12-31 |
| 403 | WealthShield Partners, LLC | 1,776 | $75.6K | 0.00% | 2025-12-31 |
| 404 | Federation des caisses Desjardins du Quebec | 1,700 | $72.3K | 0.00% | 2025-12-31 |
| 405 | PRIVATE TRUST CO NA | 1,550 | $66.0K | 0.00% | 2025-12-31 |
| 406 | Silver Grove Financial Group, Inc. | 1,507 | $64.4K | 0.00% | 2025-12-31 |