CUSIP 25434V880
DIMENSIONAL ETF TRUST
451 institutions · $7.95B total · 241,732,051 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 10,675,346 | $349.4M | 4.41% | 2025-12-31 |
| 2 | ALERUS FINANCIAL NA | 8,431,505 | $276.0M | 3.48% | 2025-12-31 |
| 3 | LPL Financial LLC | 8,067,009 | $264.0M | 3.33% | 2025-12-31 |
| 4 | Geometric Wealth Advisors | 7,348,368 | $240.5M | 3.03% | 2025-12-31 |
| 5 | Allworth Financial LP | 6,610,841 | $216.4M | 2.73% | 2025-12-31 |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 6,559,941 | $214.7M | 2.71% | 2025-12-31 |
| 7 | MONOGRAPH WEALTH ADVISORS, LLC | 6,060,776 | $198.4M | 2.50% | 2025-12-31 |
| 8 | GLENMEDE TRUST CO NA | 4,938,244 | $161.6M | 2.04% | 2025-12-31 |
| 9 | Great Waters Wealth Management | 4,847,406 | $158.7M | 2.00% | 2025-12-31 |
| 10 | FACTORY MUTUAL INSURANCE CO | 4,806,630 | $157.3M | 1.98% | 2025-12-31 |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 4,080,963 | $133.6M | 1.68% | 2025-12-31 |
| 12 | Plancorp, LLC | 3,996,011 | $130.8M | 1.65% | 2025-12-31 |
| 13 | Triune Financial Partners, LLC | 3,620,714 | $125.6M | 1.49% | 2025-12-31 |
| 14 | JFS WEALTH ADVISORS, LLC | 3,789,938 | $124.0M | 1.56% | 2025-12-31 |
| 15 | Focus Partners Advisor Solutions, LLC | 3,442,846 | $112.7M | 1.42% | 2025-12-31 |
| 16 | Royal Bank of Canada | 3,131,001 | $102.5M | 1.29% | 2025-12-31 |
| 17 | COMERICA BANK | 3,114,899 | $102.0M | 1.28% | 2025-12-31 |
| 18 | CAPTRUST FINANCIAL ADVISORS | 2,898,200 | $94.9M | 1.19% | 2025-12-31 |
| 19 | ASSETMARK, INC | 2,891,445 | $94.6M | 1.19% | 2025-12-31 |
| 20 | D.A. DAVIDSON & CO. | 2,814,774 | $92.1M | 1.16% | 2025-12-31 |
| 21 | Planning Center, Inc. | 2,608,713 | $85.4M | 1.07% | 2025-12-31 |
| 22 | Pathstone Holdings, LLC | 2,561,926 | $83.9M | 1.05% | 2025-12-31 |
| 23 | GeoWealth Management, LLC | 2,427,980 | $79.5M | 1.00% | 2025-12-31 |
| 24 | Core Wealth Management, Inc. | 2,398,910 | $78.5M | 0.99% | 2025-12-31 |
| 25 | New Capital Management LP | 2,352,036 | $77.0M | 0.97% | 2025-12-31 |
| 26 | Evanson Asset Management, LLC | 2,303,524 | $75.4M | 0.95% | 2025-12-31 |
| 27 | Morton Capital Management LLC/CA | 2,284,140 | $74.8M | 0.94% | 2025-12-31 |
| 28 | Tumwater Wealth Management, LLC | 2,229,430 | $73.0M | 0.92% | 2025-12-31 |
| 29 | UBS Group AG | 2,185,347 | $71.5M | 0.90% | 2025-12-31 |
| 30 | Greenspring Advisors, LLC | 2,162,647 | $70.8M | 0.89% | 2025-12-31 |
| 31 | Creative Capital Management Investments LLC | 2,139,482 | $70.0M | 0.88% | 2025-12-31 |
| 32 | Capstone Financial Advisors, Inc. | 2,090,889 | $68.4M | 0.86% | 2025-12-31 |
| 33 | RAYMOND JAMES FINANCIAL INC | 2,059,757 | $67.4M | 0.85% | 2025-12-31 |
| 34 | Glassman Wealth Services | 1,962,925 | $64.2M | 0.81% | 2025-12-31 |
| 35 | Asset Dedication, LLC | 1,955,734 | $64.0M | 0.80% | 2025-12-31 |
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,235,321 | $60.5M | 0.51% | 2025-12-31 |
| 37 | Cardinal Point Capital Management ULC | 1,842,315 | $60.3M | 0.76% | 2025-12-31 |
| 38 | BetterWealth, LLC | 1,820,653 | $59.6M | 0.75% | 2025-12-31 |
| 39 | MARS JEWETT FINANCIAL GROUP, INC. | 1,606,224 | $58.6M | 0.66% | 2025-12-31 |
| 40 | Confluence Wealth Services, Inc. | 1,775,826 | $58.1M | 0.73% | 2025-12-31 |
| 41 | BAKER BOYER NATIONAL BANK | 1,633,206 | $53.5M | 0.67% | 2025-12-31 |
| 42 | HFM Investment Advisors, LLC | 1,591,987 | $52.1M | 0.65% | 2025-12-31 |
| 43 | Trellis Wealth Advisors LLC | 1,589,713 | $52.0M | 0.65% | 2025-12-31 |
| 44 | Financial Symmetry Inc | 1,557,453 | $51.0M | 0.64% | 2025-12-31 |
| 45 | BANK OF AMERICA CORP /DE/ | 1,540,915 | $50.4M | 0.63% | 2025-12-31 |
| 46 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,536,741 | $50.3M | 0.63% | 2025-12-31 |
| 47 | Altiora Financial Group, LLC | 1,434,864 | $47.0M | 0.59% | 2025-12-31 |
| 48 | LRI Investments, LLC | 1,428,375 | $46.8M | 0.59% | 2025-12-31 |
| 49 | MASTER'S WEALTH MANAGEMENT INC. | 1,387,352 | $45.4M | 0.57% | 2025-12-31 |
| 50 | Strathmore Capital Advisors, Inc. | 1,367,141 | $44.7M | 0.56% | 2025-12-31 |
| 51 | N.E.W. Advisory Services LLC | 1,326,814 | $43.4M | 0.54% | 2025-12-31 |
| 52 | BlueSky Wealth Advisors, LLC | 1,317,406 | $43.1M | 0.54% | 2025-12-31 |
| 53 | ShankerValleau Wealth Advisors, Inc. | 1,317,141 | $43.1M | 0.54% | 2025-12-31 |
| 54 | Financial Engines Advisors L.L.C. | 1,292,077 | $42.3M | 0.53% | 2025-12-31 |
| 55 | Johnson Wealth Management, LLC | 1,288,229 | $42.2M | 0.53% | 2025-12-31 |
| 56 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,241,726 | $40.6M | 0.51% | 2025-12-31 |
| 57 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1,204,413 | $40.4M | 0.49% | 2025-12-31 |
| 58 | Babb Wealth Advisors LLC | 1,208,183 | $39.5M | 0.49% | 2025-12-31 |
| 59 | HighTower Advisors, LLC | 1,177,609 | $38.5M | 0.48% | 2025-12-31 |
| 60 | Private Advisor Group, LLC | 1,172,518 | $38.4M | 0.48% | 2025-12-31 |
| 61 | CARDIFF PARK ADVISORS, LLC | 1,167,549 | $38.2M | 0.48% | 2025-12-31 |
| 62 | Onyx Financial Advisors, LLC | 1,164,343 | $38.1M | 0.48% | 2025-12-31 |
| 63 | VANCE WEALTH, LLC | 1,130,975 | $37.0M | 0.46% | 2025-12-31 |
| 64 | Apella Capital, LLC | 1,113,787 | $36.5M | 0.46% | 2025-12-31 |
| 65 | Forum Financial Management, LP | 965,502 | $31.6M | 0.39% | 2025-12-31 |
| 66 | CAHILL FINANCIAL ADVISORS INC | 960,236 | $31.4M | 0.39% | 2025-12-31 |
| 67 | RFG Advisory, LLC | 950,659 | $31.1M | 0.39% | 2025-12-31 |
| 68 | Cetera Investment Advisers | 886,961 | $29.0M | 0.36% | 2025-12-31 |
| 69 | Meridian Wealth Partners, LLC | 884,890 | $29.0M | 0.36% | 2025-12-31 |
| 70 | TCI Wealth Advisors, Inc. | 876,305 | $28.7M | 0.36% | 2025-12-31 |
| 71 | Shearwater Capital LLC | 854,520 | $28.0M | 0.35% | 2025-12-31 |
| 72 | ACCREDITED INVESTOR SERVICES, LLC | 854,164 | $28.0M | 0.35% | 2025-12-31 |
| 73 | OneDigital Investment Advisors LLC | 853,865 | $27.9M | 0.35% | 2025-12-31 |
| 74 | Destiny Wealth Partners, LLC | 803,301 | $27.9M | 0.33% | 2025-12-31 |
| 75 | Savant Capital, LLC | 842,852 | $27.6M | 0.34% | 2025-12-31 |
| 76 | Wolfstich Capital, LLC | 795,905 | $26.0M | 0.32% | 2025-12-31 |
| 77 | Momentous Wealth Management, Inc. | 777,518 | $25.4M | 0.32% | 2025-12-31 |
| 78 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 750,940 | $25.2M | 0.31% | 2025-12-31 |
| 79 | Sensible Money, LLC | 768,150 | $25.1M | 0.31% | 2025-12-31 |
| 80 | Financial Plan, Inc. | 738,610 | $24.2M | 0.30% | 2025-12-31 |
| 81 | ASPIRIANT, LLC | 727,702 | $23.8M | 0.30% | 2025-12-31 |
| 82 | Conrad Siegel Investment Advisors, Inc. | 720,721 | $23.6M | 0.29% | 2025-12-31 |
| 83 | Glassy Mountain Advisors, Inc. | 716,881 | $23.5M | 0.29% | 2025-12-31 |
| 84 | MERCER GLOBAL ADVISORS INC /ADV | 709,722 | $23.2M | 0.29% | 2025-12-31 |
| 85 | Old Peak Finance LLC | 694,630 | $22.7M | 0.28% | 2025-12-31 |
| 86 | MilWealth Group LLC | 689,731 | $22.6M | 0.28% | 2025-12-31 |
| 87 | CHERRYDALE WEALTH MANAGEMENT, LLC | 684,051 | $22.4M | 0.28% | 2025-12-31 |
| 88 | Chicago Partners Investment Group LLC | 644,660 | $22.3M | 0.26% | 2025-12-31 |
| 89 | Kestra Advisory Services, LLC | 675,884 | $22.1M | 0.27% | 2025-12-31 |
| 90 | BRIGHTON JONES LLC | 668,678 | $21.9M | 0.27% | 2025-12-31 |
| 91 | marrick wealth, LLC | 651,982 | $21.3M | 0.26% | 2025-12-31 |
| 92 | LEGACY FINANCIAL GROUP, INC. | 646,402 | $21.2M | 0.26% | 2025-12-31 |
| 93 | HTG Investment Advisors, Inc. | 627,975 | $20.6M | 0.25% | 2025-12-31 |
| 94 | IFG Advisory, LLC | 626,171 | $20.5M | 0.25% | 2025-12-31 |
| 95 | Sequoia Financial Advisors, LLC | 608,324 | $19.9M | 0.25% | 2025-12-31 |
| 96 | Generations Wealth, LLC | 606,481 | $19.9M | 0.25% | 2025-12-31 |
| 97 | Beacon Pointe Advisors, LLC | 605,033 | $19.8M | 0.25% | 2025-12-31 |
| 98 | CONQUIS FINANCIAL LLC | 597,096 | $19.5M | 0.24% | 2025-12-31 |
| 99 | Vested Financial Planning, LLC | 554,379 | $18.1M | 0.22% | 2025-12-31 |
| 100 | Farther Finance Advisors, LLC | 551,263 | $18.0M | 0.22% | 2025-12-31 |
| 101 | Tassel Capital Management, Inc. | 539,690 | $17.7M | 0.22% | 2025-12-31 |
| 102 | Grunden Financial Advisory, Inc. | 531,680 | $17.4M | 0.21% | 2025-12-31 |
| 103 | Prosperity Planning, Inc. | 512,453 | $16.8M | 0.21% | 2025-12-31 |
| 104 | Corient Private Wealth LLC | 511,427 | $16.7M | 0.21% | 2025-12-31 |
| 105 | GRAND WEALTH MANAGEMENT, LLC | 502,473 | $16.4M | 0.20% | 2025-12-31 |
| 106 | Ruedi Wealth Management, Inc. | 496,247 | $16.2M | 0.20% | 2025-12-31 |
| 107 | North Ridge Wealth Advisors, Inc. | 495,730 | $16.2M | 0.20% | 2025-12-31 |
| 108 | Modera Wealth Management, LLC | 480,925 | $15.7M | 0.19% | 2025-12-31 |
| 109 | Henrickson Nauta Wealth Advisors, Inc. | 468,608 | $15.7M | 0.19% | 2025-12-31 |
| 110 | EP Wealth Advisors, LLC | 475,407 | $15.6M | 0.19% | 2025-12-31 |
| 111 | FMB WEALTH MANAGEMENT | 465,617 | $15.2M | 0.19% | 2025-12-31 |
| 112 | Lauterbach Financial Advisors, LLC | 460,678 | $15.1M | 0.19% | 2025-12-31 |
| 113 | JPMORGAN CHASE & CO | 443,111 | $14.5M | 0.18% | 2025-12-31 |
| 114 | Equitable Holdings, Inc. | 440,843 | $14.4M | 0.18% | 2025-12-31 |
| 115 | CLARIS ADVISORS, LLC / MO / | 440,166 | $14.4M | 0.18% | 2025-12-31 |
| 116 | Robertson Stephens Wealth Management, LLC | 430,790 | $14.1M | 0.17% | 2025-12-31 |
| 117 | TRUIST FINANCIAL CORP | 427,629 | $14.0M | 0.17% | 2025-12-31 |
| 118 | OSAIC HOLDINGS, INC. | 412,534 | $13.5M | 0.17% | 2025-12-31 |
| 119 | ARK & TLK INVESTMENTS, LLC | 391,809 | $12.8M | 0.16% | 2025-12-31 |
| 120 | GREENWOOD CAPITAL ASSOCIATES LLC | 390,231 | $12.8M | 0.16% | 2025-12-31 |
| 121 | Truepoint, Inc. | 379,843 | $12.4M | 0.15% | 2025-12-31 |
| 122 | Creative Planning | 375,629 | $12.3M | 0.15% | 2025-12-31 |
| 123 | Graves Light Lenhart Wealth, Inc. | 372,583 | $12.2M | 0.15% | 2025-12-31 |
| 124 | Pure Financial Advisors, LLC | 370,091 | $12.1M | 0.15% | 2025-12-31 |
| 125 | Trust Co of the South | 364,272 | $11.9M | 0.15% | 2025-12-31 |
| 126 | Live Oak Private Wealth LLC | 363,057 | $11.9M | 0.15% | 2025-12-31 |
| 127 | E6 Portfolios, LLC | 357,519 | $11.7M | 0.14% | 2025-12-31 |
| 128 | ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 357,291 | $11.7M | 0.14% | 2025-12-31 |
| 129 | Integrated Wealth Concepts LLC | 338,211 | $11.1M | 0.13% | 2025-12-31 |
| 130 | Symmetry Partners, LLC | 330,844 | $10.8M | 0.13% | 2025-12-31 |
| 131 | B&D White Capital Company, LLC | 327,992 | $10.7M | 0.13% | 2025-12-31 |
| 132 | ERn Financial, LLC | 324,812 | $10.6M | 0.13% | 2025-12-31 |
| 133 | FIRST NATIONAL BANK SIOUX FALLS | 308,472 | $10.1M | 0.12% | 2025-12-31 |
| 134 | Foundations Investment Advisors, LLC | 305,395 | $10.0M | 0.12% | 2025-12-31 |
| 135 | Porter White Investment Advisors, Inc. | 305,111 | $10.0M | 0.12% | 2025-12-31 |
| 136 | Moisand Fitzgerald Tamayo, LLC | 300,546 | $9.8M | 0.12% | 2025-12-31 |
| 137 | Eldridge Investment Advisors, Inc. | 298,986 | $9.8M | 0.12% | 2025-12-31 |
| 138 | Hurlow Wealth Management Group, Inc. | 298,965 | $9.8M | 0.12% | 2025-12-31 |
| 139 | Mariner, LLC | 293,052 | $9.6M | 0.12% | 2025-12-31 |
| 140 | CITADEL ADVISORS LLC | 289,068 | $9.5M | 0.11% | 2025-12-31 |
| 141 | SJS Investment Consulting Inc. | 276,434 | $9.0M | 0.11% | 2025-12-31 |
| 142 | Tranquilli Financial Advisor LLC | 272,239 | $8.9M | 0.11% | 2025-12-31 |
| 143 | AQR CAPITAL MANAGEMENT LLC | 263,572 | $8.6M | 0.10% | 2025-12-31 |
| 144 | SAX WEALTH ADVISORS, LLC | 255,194 | $8.4M | 0.10% | 2025-12-31 |
| 145 | TrueWealth Financial Partners | 250,007 | $8.2M | 0.10% | 2025-12-31 |
| 146 | True Blue Financial, LLC | 247,948 | $8.1M | 0.10% | 2025-12-31 |
| 147 | Cambridge Financial Group, LLC | 322,161 | $8.1M | 0.13% | 2025-12-31 |
| 148 | American Investment Services, Inc. | 237,370 | $7.8M | 0.09% | 2025-12-31 |
| 149 | Capstone Wealth Management, LLC | 235,761 | $7.7M | 0.09% | 2025-12-31 |
| 150 | AXXCESS WEALTH MANAGEMENT, LLC | 234,078 | $7.7M | 0.09% | 2025-12-31 |
| 151 | Peirce Capital Management, LLC | 233,726 | $7.6M | 0.09% | 2025-12-31 |
| 152 | Prosperity Bancshares Inc | 232,878 | $7.6M | 0.09% | 2025-12-31 |
| 153 | Warwick Investment Management, Inc. | 228,801 | $7.5M | 0.09% | 2025-12-31 |
| 154 | BAYSHORE ASSET MANAGEMENT, LLC | 226,112 | $7.4M | 0.09% | 2025-12-31 |
| 155 | ENTRUST FINANCIAL LLC | 218,737 | $7.2M | 0.09% | 2025-12-31 |
| 156 | 55 North Private Wealth, LLC | 218,307 | $7.1M | 0.09% | 2025-12-31 |
| 157 | Forvis Mazars Wealth Advisors, LLC | 212,873 | $7.0M | 0.08% | 2025-12-31 |
| 158 | DELAP WEALTH ADVISORY, LLC | 212,870 | $7.0M | 0.08% | 2025-12-31 |
| 159 | Hassell Wealth Management, LLC | 202,873 | $6.9M | 0.08% | 2025-12-31 |
| 160 | Vantage Point Financial LLC | 211,170 | $6.9M | 0.08% | 2025-12-31 |
| 161 | Wealthspire Advisors, LLC | 208,450 | $6.8M | 0.08% | 2025-12-31 |
| 162 | Integrated Advisors Network LLC | 206,588 | $6.8M | 0.08% | 2025-12-31 |
| 163 | GOULD ASSET MANAGEMENT LLC /CA/ | 203,361 | $6.7M | 0.08% | 2025-12-31 |
| 164 | Aspen Capital Management, LLC | 196,977 | $6.4M | 0.08% | 2025-12-31 |
| 165 | Keystone Financial Group, Inc. | 196,760 | $6.4M | 0.08% | 2025-12-31 |
| 166 | Cogent Private Wealth, Inc. | 195,163 | $6.4M | 0.08% | 2025-12-31 |
| 167 | DOPKINS WEALTH MANAGEMENT, LLC | 193,746 | $6.3M | 0.08% | 2025-12-31 |
| 168 | Visionary Wealth Advisors | 189,776 | $6.2M | 0.07% | 2025-12-31 |
| 169 | OLD MISSION CAPITAL LLC | 189,202 | $6.2M | 0.07% | 2025-12-31 |
| 170 | DiNuzzo Private Wealth, Inc. | 189,035 | $6.2M | 0.07% | 2025-12-31 |
| 171 | SC&H Financial Advisors, Inc. | 188,224 | $6.2M | 0.07% | 2025-12-31 |
| 172 | Canopy Partners, LLC | 187,611 | $6.1M | 0.07% | 2025-12-31 |
| 173 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 181,190 | $5.9M | 0.07% | 2025-12-31 |
| 174 | MATHER GROUP, LLC. | 181,041 | $5.9M | 0.07% | 2025-12-31 |
| 175 | CGN Advisors LLC | 181,030 | $5.9M | 0.07% | 2025-12-31 |
| 176 | RS CRUM INC. | 178,412 | $5.8M | 0.07% | 2025-12-31 |
| 177 | Investment Advisory Group, LLC | 177,767 | $5.8M | 0.07% | 2025-12-31 |
| 178 | AWM CAPITAL, LLC | 172,501 | $5.6M | 0.07% | 2025-12-31 |
| 179 | Concord Wealth Partners | 170,790 | $5.6M | 0.07% | 2025-12-31 |
| 180 | RAM Investment Partners, LLC | 157,292 | $5.1M | 0.06% | 2025-12-31 |
| 181 | JONES FINANCIAL COMPANIES LLLP | 154,897 | $5.1M | 0.06% | 2025-12-31 |
| 182 | GEM Asset Management, LLC | 150,058 | $5.0M | 0.06% | 2025-12-31 |
| 183 | Cornerstone Financial Group, LLC /NE/ | 150,983 | $4.9M | 0.06% | 2025-12-31 |
| 184 | Platform Wealth Management, LLC | 149,976 | $4.9M | 0.06% | 2025-12-31 |
| 185 | Tillman Hartley LLC | 148,735 | $4.9M | 0.06% | 2025-12-31 |
| 186 | MAGNOLIA CAPITAL ADVISORS LLC | 146,139 | $4.8M | 0.06% | 2025-12-31 |
| 187 | Belleair Asset Management, LLC | 143,996 | $4.7M | 0.05% | 2025-12-31 |
| 188 | MORGAN STANLEY | 143,106 | $4.7M | 0.05% | 2025-12-31 |
| 189 | Kane Co Wealth Management, Inc. | 143,101 | $4.7M | 0.05% | 2025-12-31 |
| 190 | Gradient Capital Advisors, LLC | 142,641 | $4.7M | 0.05% | 2025-12-31 |
| 191 | Smartleaf Asset Management LLC | 140,798 | $4.6M | 0.05% | 2025-12-31 |
| 192 | RBF Capital, LLC | 140,000 | $4.6M | 0.05% | 2025-12-31 |
| 193 | MML INVESTORS SERVICES, LLC | 139,831 | $4.6M | 0.05% | 2025-12-31 |
| 194 | EARNED WEALTH ADVISORS, LLC | 139,199 | $4.6M | 0.05% | 2025-12-31 |
| 195 | Wealth Architects, LLC | 137,004 | $4.5M | 0.05% | 2025-12-31 |
| 196 | Cresset Asset Management, LLC | 142,755 | $4.5M | 0.05% | 2025-12-31 |
| 197 | First Financial Group Corp | 136,333 | $4.5M | 0.05% | 2025-12-31 |
| 198 | Summit Wealth Group, LLC | 135,611 | $4.4M | 0.05% | 2025-12-31 |
| 199 | WealthSpring Partners, LLC | 135,591 | $4.4M | 0.05% | 2025-12-31 |
| 200 | XY Planning Network, Inc. | 134,294 | $4.4M | 0.05% | 2025-12-31 |
| 201 | Cyndeo Wealth Partners, LLC | 132,565 | $4.3M | 0.05% | 2025-12-31 |
| 202 | Ballentine Partners, LLC | 131,748 | $4.3M | 0.05% | 2025-12-31 |
| 203 | Capstone Wealth Management, Inc. | 123,550 | $4.1M | 0.05% | 2025-12-31 |
| 204 | Quantinno Capital Management LP | 123,561 | $4.0M | 0.05% | 2025-12-31 |
| 205 | Evernest Financial Advisors, LLC | 111,886 | $4.0M | 0.04% | 2025-12-31 |
| 206 | SwitchPoint Financial Planning, LLC | 117,940 | $3.9M | 0.04% | 2025-12-31 |
| 207 | NewEdge Advisors, LLC | 117,322 | $3.8M | 0.04% | 2025-12-31 |
| 208 | McCartney Wealth Management LLC | 117,110 | $3.8M | 0.04% | 2025-12-31 |
| 209 | Versant Capital Management, Inc | 117,051 | $3.8M | 0.04% | 2025-12-31 |
| 210 | Harbor Group, Inc. | 115,973 | $3.8M | 0.04% | 2025-12-31 |
| 211 | Heritage Wealth Management, Inc./Texas | 115,498 | $3.8M | 0.04% | 2025-12-31 |
| 212 | EXENCIAL WEALTH ADVISORS, LLC | 115,228 | $3.8M | 0.04% | 2025-12-31 |
| 213 | EverSource Wealth Advisors, LLC | 113,493 | $3.7M | 0.04% | 2025-12-31 |
| 214 | WPWealth LLP | 111,690 | $3.7M | 0.04% | 2025-12-31 |
| 215 | KEB ASSET MANAGEMENT, LLC | 110,481 | $3.6M | 0.04% | 2025-12-31 |
| 216 | Cherry Tree Wealth Management, LLC | 109,856 | $3.6M | 0.04% | 2025-12-31 |
| 217 | Rather & Kittrell, Inc. | 109,814 | $3.6M | 0.04% | 2025-12-31 |
| 218 | Lantern Wealth Advisors, LLC | 107,491 | $3.5M | 0.04% | 2025-12-31 |
| 219 | CLUNE & ASSOCIATES, LTD. | 105,488 | $3.5M | 0.04% | 2025-12-31 |
| 220 | Rockwood Wealth Management, LLC | 103,148 | $3.4M | 0.04% | 2025-12-31 |
| 221 | Parkwoods Wealth Partners, LLC | 99,680 | $3.3M | 0.04% | 2025-12-31 |
| 222 | United Wealth Management, LLC | 97,820 | $3.2M | 0.04% | 2025-12-31 |
| 223 | Donalies Financial Planning, LLC | 95,763 | $3.1M | 0.03% | 2025-12-31 |
| 224 | Global Retirement Partners, LLC | 95,374 | $3.1M | 0.03% | 2025-12-31 |
| 225 | Western Wealth Management, LLC | 94,968 | $3.1M | 0.03% | 2025-12-31 |
| 226 | Arista Wealth Management, LLC | 92,854 | $3.0M | 0.03% | 2025-12-31 |
| 227 | KINGSWOOD WEALTH ADVISORS, LLC | 91,965 | $3.0M | 0.03% | 2025-12-31 |
| 228 | McGrath & Associates, Inc. | 90,432 | $3.0M | 0.03% | 2025-12-31 |
| 229 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 89,942 | $2.9M | 0.03% | 2025-12-31 |
| 230 | C M BIDWELL & ASSOCIATES LTD | 89,801 | $2.9M | 0.03% | 2025-12-31 |
| 231 | Cerity Partners LLC | 87,247 | $2.9M | 0.03% | 2025-12-31 |
| 232 | NORTHWEST WEALTH MANAGEMENT, LLC | 86,046 | $2.8M | 0.03% | 2025-12-31 |
| 233 | Steward Partners Investment Advisory, LLC | 81,954 | $2.7M | 0.03% | 2025-12-31 |
| 234 | BCO Wealth Management LLC | 78,915 | $2.6M | 0.03% | 2025-12-31 |
| 235 | Legacy Capital Wealth Partners, LLC | 78,481 | $2.6M | 0.03% | 2025-12-31 |
| 236 | Topsail Wealth Management, LLC | 78,419 | $2.6M | 0.03% | 2025-12-31 |
| 237 | HMV Wealth Advisors, LLC | 77,663 | $2.5M | 0.03% | 2025-12-31 |
| 238 | Squire Investment Management Company, LLC | 77,601 | $2.5M | 0.03% | 2025-12-31 |
| 239 | Accurate Wealth Management, LLC | 74,057 | $2.5M | 0.03% | 2025-12-31 |
| 240 | Vistica Wealth Advisors, LLC | 76,107 | $2.5M | 0.03% | 2025-12-31 |
| 241 | FMR LLC | 75,289 | $2.5M | 0.03% | 2025-12-31 |
| 242 | Retirement Solution LLC | 74,405 | $2.4M | 0.03% | 2025-12-31 |
| 243 | Physician Wealth Solutions Inc. | 74,404 | $2.4M | 0.03% | 2025-12-31 |
| 244 | Physician Wealth Advisors, Inc. | 74,312 | $2.4M | 0.03% | 2025-12-31 |
| 245 | Foundry Financial LLC | 74,074 | $2.4M | 0.03% | 2025-12-31 |
| 246 | Aquire Wealth Advisors, LLC | 71,381 | $2.3M | 0.02% | 2025-12-31 |
| 247 | MAI Capital Management | 69,373 | $2.3M | 0.02% | 2025-12-31 |
| 248 | REGIONS FINANCIAL CORP | 68,459 | $2.2M | 0.02% | 2025-12-31 |
| 249 | Quad-Cities Investment Group, LLC | 67,805 | $2.2M | 0.02% | 2025-12-31 |
| 250 | Orion Porfolio Solutions, LLC | 66,929 | $2.2M | 0.02% | 2025-12-31 |
| 251 | POINCIANA ADVISORS GROUP, LLC | 66,356 | $2.2M | 0.02% | 2025-12-31 |
| 252 | Simplicity Wealth,LLC | 66,300 | $2.2M | 0.02% | 2025-12-31 |
| 253 | Alpha Financial Advisors, LLC | 64,860 | $2.1M | 0.02% | 2025-12-31 |
| 254 | MELFA WEALTH MANAGEMENT, INC. | 64,681 | $2.1M | 0.02% | 2025-12-31 |
| 255 | Lansing Street Advisors | 64,214 | $2.1M | 0.02% | 2025-12-31 |
| 256 | STIFEL FINANCIAL CORP | 64,037 | $2.1M | 0.02% | 2025-12-31 |
| 257 | Wealth Advisors Northwest LLC | 63,813 | $2.1M | 0.02% | 2025-12-31 |
| 258 | LAM GROUP, INC. | 63,131 | $2.1M | 0.02% | 2025-12-31 |
| 259 | Financial Harvest, LLC | 61,998 | $2.0M | 0.02% | 2025-12-31 |
| 260 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 60,897 | $2.0M | 0.02% | 2025-12-31 |
| 261 | CHOREO, LLC | 60,392 | $2.0M | 0.02% | 2025-12-31 |
| 262 | Liberty Capital Management, Inc. | 60,457 | $2.0M | 0.02% | 2025-12-31 |
| 263 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 60,318 | $2.0M | 0.02% | 2025-12-31 |
| 264 | Astra Wealth Partners LLC | 60,248 | $2.0M | 0.02% | 2025-12-31 |
| 265 | AE Wealth Management LLC | 59,880 | $2.0M | 0.02% | 2025-12-31 |
| 266 | Berger Financial Group, Inc | 59,772 | $2.0M | 0.02% | 2025-12-31 |
| 267 | Applied Capital LLC | 59,734 | $2.0M | 0.02% | 2025-12-31 |
| 268 | Merit Financial Group, LLC | 59,450 | $1.9M | 0.02% | 2025-12-31 |
| 269 | New Dimensions Wealth Management, LLC | 57,551 | $1.9M | 0.02% | 2025-12-31 |
| 270 | JDH Wealth Management, LLC | 57,269 | $1.9M | 0.02% | 2025-12-31 |
| 271 | TANDEMGROWTH FINANCIAL ADVISORS LLC | 57,237 | $1.9M | 0.02% | 2025-12-31 |
| 272 | CreativeOne Wealth, LLC | 57,137 | $1.9M | 0.02% | 2025-12-31 |
| 273 | HUTCHINSON CAPITAL MANAGEMENT/CA | 56,231 | $1.8M | 0.02% | 2025-12-31 |
| 274 | Savvy Advisors, Inc. | 55,254 | $1.8M | 0.02% | 2025-12-31 |
| 275 | WCG Wealth Advisors LLC | 55,218 | $1.8M | 0.02% | 2025-12-31 |
| 276 | Apollon Financial, LLC | 54,850 | $1.8M | 0.02% | 2025-12-31 |
| 277 | Rockefeller Capital Management L.P. | 54,702 | $1.8M | 0.02% | 2025-12-31 |
| 278 | IFG Advisors, LLC | 52,289 | $1.7M | 0.02% | 2025-12-31 |
| 279 | CARY STREET PARTNERS FINANCIAL LLC | 52,199 | $1.7M | 0.02% | 2025-12-31 |
| 280 | Vannoy Advisory Group, Inc. | 52,102 | $1.7M | 0.02% | 2025-12-31 |
| 281 | Total Clarity Wealth Management, Inc. | 51,948 | $1.7M | 0.02% | 2025-12-31 |
| 282 | FIRETHORN WEALTH PARTNERS, LLC | 51,378 | $1.7M | 0.02% | 2025-12-31 |
| 283 | US BANCORP \DE\ | 50,973 | $1.7M | 0.02% | 2025-12-31 |
| 284 | Perigon Wealth Management, LLC | 50,485 | $1.7M | 0.02% | 2025-12-31 |
| 285 | Cannon Financial Strategists, Inc. | 50,403 | $1.6M | 0.02% | 2025-12-31 |
| 286 | VERUS CAPITAL PARTNERS, LLC | 50,307 | $1.6M | 0.02% | 2025-12-31 |
| 287 | DeLarme Wealth Management, Inc. | 50,178 | $1.6M | 0.02% | 2025-12-31 |
| 288 | ELEVATE WEALTH ADVISORY, INC | 49,103 | $1.6M | 0.02% | 2025-12-31 |
| 289 | Unconventional Investor, LLC | 48,888 | $1.6M | 0.02% | 2025-12-31 |
| 290 | Cypress Point Wealth Management, LLC | 48,594 | $1.6M | 0.02% | 2025-12-31 |
| 291 | Brady Martz Wealth Solutions, LLC | 47,614 | $1.6M | 0.01% | 2025-12-31 |
| 292 | Zhang Financial LLC | 47,293 | $1.5M | 0.01% | 2025-12-31 |
| 293 | Triad Wealth Partners, LLC | 47,281 | $1.5M | 0.01% | 2025-12-31 |
| 294 | Security Financial Services, INC. | 47,089 | $1.5M | 0.01% | 2025-12-31 |
| 295 | Krilogy Financial LLC | 44,188 | $1.5M | 0.01% | 2025-12-31 |
| 296 | MISSION WEALTH MANAGEMENT, LP | 46,766 | $1.5M | 0.01% | 2025-12-31 |
| 297 | CVA Family Office, LLC | 46,339 | $1.5M | 0.01% | 2025-12-31 |
| 298 | Life Planning Partners, Inc | 46,307 | $1.5M | 0.01% | 2025-12-31 |
| 299 | Clarity Capital Advisors, LLC | 45,916 | $1.5M | 0.01% | 2025-12-31 |
| 300 | Canandaigua National Trust Co of Florida | 44,730 | $1.5M | 0.01% | 2025-12-31 |
| 301 | IFP Advisors, Inc | 44,476 | $1.5M | 0.01% | 2025-12-31 |
| 302 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 44,085 | $1.4M | 0.01% | 2025-12-31 |
| 303 | FIDUCIARY FINANCIAL GROUP, LLC | 43,917 | $1.4M | 0.01% | 2025-12-31 |
| 304 | VERITY Wealth Advisors | 43,719 | $1.4M | 0.01% | 2025-12-31 |
| 305 | Spinnaker Investment Group, LLC | 43,616 | $1.4M | 0.01% | 2025-12-31 |
| 306 | SUMMIT WEALTH GROUP LLC / CO | 43,291 | $1.4M | 0.01% | 2025-12-31 |
| 307 | Prudent Man Investment Management, Inc. | 42,556 | $1.4M | 0.01% | 2025-12-31 |
| 308 | RF&L WEALTH MANAGEMENT, LLC | 42,331 | $1.4M | 0.01% | 2025-12-31 |
| 309 | Heritage Wealth Management, Inc. /CA/ | 42,053 | $1.4M | 0.01% | 2025-12-31 |
| 310 | Francis Financial, Inc. | 41,708 | $1.4M | 0.01% | 2025-12-31 |
| 311 | Investmark Advisory Group LLC | 41,643 | $1.4M | 0.01% | 2025-12-31 |
| 312 | MORRIS FINANCIAL CONCEPTS, INC. | 41,634 | $1.4M | 0.01% | 2025-12-31 |
| 313 | Sterling Wealth Advisors Inc | 41,595 | $1.4M | 0.01% | 2025-12-31 |
| 314 | Atlas Private Wealth Advisors | 40,699 | $1.3M | 0.01% | 2025-12-31 |
| 315 | waypoint wealth counsel | 40,598 | $1.3M | 0.01% | 2025-12-31 |
| 316 | Mesirow Financial Investment Management, Inc. | 40,410 | $1.3M | 0.01% | 2025-12-31 |
| 317 | HBE Wealth Management, LLC | 39,956 | $1.3M | 0.01% | 2025-12-31 |
| 318 | Sprinkle Financial Consultants LLC | 39,239 | $1.3M | 0.01% | 2025-12-31 |
| 319 | Stratos Investment Management, LLC | 39,163 | $1.3M | 0.01% | 2025-12-31 |
| 320 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 39,082 | $1.3M | 0.01% | 2025-12-31 |
| 321 | Fiduciary Alliance LLC | 39,017 | $1.3M | 0.01% | 2025-12-31 |
| 322 | Investment Planning Advisors, Inc. | 38,991 | $1.3M | 0.01% | 2025-12-31 |
| 323 | Storgate, LLC | 38,924 | $1.3M | 0.01% | 2025-12-31 |
| 324 | Diversified Trust Co | 38,077 | $1.2M | 0.01% | 2025-12-31 |
| 325 | PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 37,590 | $1.2M | 0.01% | 2025-12-31 |
| 326 | Pallas Capital Advisors LLC | 37,587 | $1.2M | 0.01% | 2025-12-31 |
| 327 | TruNorth Capital Management, LLC | 37,368 | $1.2M | 0.01% | 2025-12-31 |
| 328 | Tortoise Investment Management, LLC | 36,817 | $1.2M | 0.01% | 2025-12-31 |
| 329 | SEI INVESTMENTS CO | 36,596 | $1.2M | 0.01% | 2025-12-31 |
| 330 | SAGE RHINO CAPITAL LLC | 36,444 | $1.2M | 0.01% | 2025-12-31 |
| 331 | Westmount Partners, LLC | 36,105 | $1.2M | 0.01% | 2025-12-31 |
| 332 | Schubert & Co | 35,956 | $1.2M | 0.01% | 2025-12-31 |
| 333 | Intelligent Financial Strategies | 35,705 | $1.2M | 0.01% | 2025-12-31 |
| 334 | Qube Research & Technologies Ltd | 35,693 | $1.2M | 0.01% | 2025-12-31 |
| 335 | KM Capital Management Ltd. | 35,379 | $1.2M | 0.01% | 2025-12-31 |
| 336 | Midwest Trust Co | 34,612 | $1.1M | 0.01% | 2025-12-31 |
| 337 | Montis Financial, LLC | 34,462 | $1.1M | 0.01% | 2025-12-31 |
| 338 | Foundation Wealth Management, LLC\PA | 33,627 | $1.1M | 0.01% | 2025-12-31 |
| 339 | CURIO WEALTH, LLC | 33,520 | $1.1M | 0.01% | 2025-12-31 |
| 340 | VOISARD ASSET MANAGEMENT GROUP, INC. | 33,407 | $1.1M | 0.01% | 2025-12-31 |
| 341 | BAKER TILLY WEALTH MANAGEMENT, LLC | 33,204 | $1.1M | 0.01% | 2025-12-31 |
| 342 | M Wealth Management, LLC | 32,827 | $1.1M | 0.01% | 2025-12-31 |
| 343 | Ponta Wealth Partners, LLC | 32,770 | $1.1M | 0.01% | 2025-12-31 |
| 344 | Arnold Financial Planning LLC | 32,508 | $1.1M | 0.01% | 2025-12-31 |
| 345 | Avantax Planning Partners, Inc. | 32,306 | $1.1M | 0.01% | 2025-12-31 |
| 346 | Quadrature Capital Ltd | 31,888 | $1.0M | 0.01% | 2025-12-31 |
| 347 | Blue Trust, Inc. | 31,298 | $1.0M | 0.01% | 2025-12-31 |
| 348 | Disciplined Investors, L.L.C. | 31,243 | $1.0M | 0.01% | 2025-12-31 |
| 349 | VANGUARD GROUP INC | 31,205 | $1.0M | 0.01% | 2025-12-31 |
| 350 | EVOKE WEALTH, LLC | 31,159 | $1.0M | 0.01% | 2025-12-31 |
| 351 | Clark Asset Management, LLC | 31,138 | $1.0M | 0.01% | 2025-12-31 |
| 352 | Leading Edge Financial Planning LLC | 31,057 | $1.0M | 0.01% | 2025-12-31 |
| 353 | Tanglewood Legacy Advisors, LLC | 30,200 | $988.4K | 0.01% | 2025-12-31 |
| 354 | Stratos Wealth Advisors, LLC | 30,172 | $987.5K | 0.01% | 2025-12-31 |
| 355 | M&T Bank Corp | 29,950 | $980.3K | 0.01% | 2025-12-31 |
| 356 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 29,780 | $974.7K | 0.01% | 2025-12-31 |
| 357 | L2 Asset Management, LLC | 29,418 | $962.8K | 0.01% | 2025-12-31 |
| 358 | Safeguard Investment Advisory Group, LLC | 29,239 | $957.0K | 0.01% | 2025-12-31 |
| 359 | Opulen Financial Group LLC | 28,941 | $947.2K | 0.01% | 2025-12-31 |
| 360 | IEQ CAPITAL, LLC | 28,564 | $934.9K | 0.01% | 2025-12-31 |
| 361 | Nicholas Hoffman & Company, LLC. | 28,269 | $925.2K | 0.01% | 2025-12-31 |
| 362 | MASECO LLP | 27,613 | $903.6K | 0.01% | 2025-12-31 |
| 363 | Shakespeare Wealth Management, LLC | 27,377 | $896.0K | 0.01% | 2025-12-31 |
| 364 | NORTHERN TRUST CORP | 27,347 | $895.1K | 0.01% | 2025-12-31 |
| 365 | Quadrant Private Wealth Management, LLC | 26,178 | $856.8K | 0.01% | 2025-12-31 |
| 366 | Meredith Wealth Planning | 26,149 | $855.9K | 0.01% | 2025-12-31 |
| 367 | KEYBANK NATIONAL ASSOCIATION/OH | 26,068 | $853.2K | 0.01% | 2025-12-31 |
| 368 | Waterfront Wealth Inc. | 24,158 | $842.9K | 0.00% | 2025-12-31 |
| 369 | CFS Investment Advisory Services, LLC | 25,749 | $842.8K | 0.01% | 2025-12-31 |
| 370 | Brewster Financial Planning LLC | 25,155 | $823.3K | 0.01% | 2025-12-31 |
| 371 | Wharton Business Group, LLC | 25,090 | $821.2K | 0.01% | 2025-12-31 |
| 372 | Evercore Wealth Management, LLC | 25,000 | $818.3K | 0.01% | 2025-12-31 |
| 373 | Partners in Financial Planning | 24,881 | $814.4K | 0.01% | 2025-12-31 |
| 374 | HBK Sorce Advisory LLC | 22,737 | $807.2K | 0.00% | 2025-12-31 |
| 375 | Lynx Investment Advisory | 24,442 | $800.0K | 0.01% | 2025-12-31 |
| 376 | Stratos Wealth Partners, LTD. | 24,360 | $797.3K | 0.01% | 2025-12-31 |
| 377 | True North Advisors, LLC | 24,314 | $795.8K | 0.01% | 2025-12-31 |
| 378 | Red Wave Investments LLC | 24,301 | $795.4K | 0.01% | 2025-12-31 |
| 379 | Midwest Heritage Bank, FSB | 24,246 | $793.6K | 0.01% | 2025-12-31 |
| 380 | Hill Investment Group Partners, LLC | 24,167 | $791.0K | 0.00% | 2025-12-31 |
| 381 | Five Oceans Advisors | 24,132 | $789.8K | 0.00% | 2025-12-31 |
| 382 | SIGNET FINANCIAL MANAGEMENT, LLC | 24,091 | $788.5K | 0.00% | 2025-12-31 |
| 383 | Freedom Investment Management, Inc. | 23,906 | $782.4K | 0.00% | 2025-12-31 |
| 384 | SCRATCH CAPITAL LLC | 23,901 | $782.3K | 0.00% | 2025-12-31 |
| 385 | LJI Wealth Management, LLC | 23,567 | $771.3K | 0.00% | 2025-12-31 |
| 386 | Cascade Wealth Advisors, Inc | 21,762 | $767.3K | 0.00% | 2025-12-31 |
| 387 | Rise Advisors, LLC | 23,205 | $759.5K | 0.00% | 2025-12-31 |
| 388 | KILNER CAPITAL ADVISORS, LLC | 22,686 | $742.5K | 0.00% | 2025-12-31 |
| 389 | Elser Financial Planning, Inc | 22,303 | $730.0K | 0.00% | 2025-12-31 |
| 390 | Inscription Capital, LLC | 22,136 | $724.5K | 0.00% | 2025-12-31 |
| 391 | NBT BANK N A /NY | 65 | $718.2K | 0.00% | 2025-12-31 |
| 392 | Maia Wealth LLC | 19,804 | $714.3K | 0.00% | 2025-12-31 |
| 393 | MONETA GROUP INVESTMENT ADVISORS LLC | 21,679 | $709.6K | 0.00% | 2025-12-31 |
| 394 | Strategic Investment Solutions, Inc. /IL | 21,666 | $709.1K | 0.00% | 2025-12-31 |
| 395 | NFP Retirement, Inc. | 22,410 | $703.2K | 0.00% | 2025-12-31 |
| 396 | Asset Advisory Group, Inc. | 21,064 | $689.4K | 0.00% | 2025-12-31 |
| 397 | CIBC Private Wealth Group LLC | 20,959 | $686.0K | 0.00% | 2025-12-31 |
| 398 | Eaton Financial Holdings Company, LLC | 20,874 | $683.2K | 0.00% | 2025-12-31 |
| 399 | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 20,581 | $673.6K | 0.00% | 2025-12-31 |
| 400 | Financial Alternatives, Inc | 20,083 | $657.3K | 0.00% | 2025-12-31 |
| 401 | Colonial Trust Co / SC | 19,970 | $653.6K | 0.00% | 2025-12-31 |
| 402 | SEMITAM BONAM LLC | 19,691 | $644.5K | 0.00% | 2025-12-31 |
| 403 | Kaufman Rossin Wealth, LLC | 19,581 | $640.9K | 0.00% | 2025-12-31 |
| 404 | Northwest Wealth Advisors, LLC | 19,463 | $637.0K | 0.00% | 2025-12-31 |
| 405 | Independent Wealth Network Inc. | 19,310 | $632.0K | 0.00% | 2025-12-31 |
| 406 | Holcombe Financial, Inc. | 19,010 | $622.2K | 0.00% | 2025-12-31 |
| 407 | Stewardship Advisors, LLC | 18,975 | $621.1K | 0.00% | 2025-12-31 |
| 408 | JB Capital LLC | 18,969 | $620.8K | 0.00% | 2025-12-31 |
| 409 | Boyce & Associates Wealth Consulting, Inc. | 18,951 | $620.3K | 0.00% | 2025-12-31 |
| 410 | Carlton Hofferkamp & Jenks Wealth Management, LLC | 18,882 | $618.0K | 0.00% | 2025-12-31 |
| 411 | DIVERSIFY WEALTH MANAGEMENT, LLC | 18,003 | $609.2K | 0.00% | 2025-12-31 |
| 412 | BROWN ADVISORY INC | 18,577 | $608.0K | 0.00% | 2025-12-31 |
| 413 | Frankly Finances, LLC | 18,549 | $607.1K | 0.00% | 2025-12-31 |
| 414 | Sanctuary Advisors, LLC | 18,505 | $605.7K | 0.00% | 2025-12-31 |
| 415 | Strategent Financial, LLC | 18,207 | $595.9K | 0.00% | 2025-12-31 |
| 416 | Bank of New York Mellon Corp | 18,122 | $593.1K | 0.00% | 2025-12-31 |
| 417 | CERTUITY, LLC | 18,030 | $590.1K | 0.00% | 2025-12-31 |
| 418 | TFB Advisors LLC | 17,976 | $588.4K | 0.00% | 2025-12-31 |
| 419 | DecisionPoint Financial, LLC | 17,646 | $577.6K | 0.00% | 2025-12-31 |
| 420 | Kerntke Otto McGlone Wealth Management Group | 17,417 | $570.0K | 0.00% | 2025-12-31 |
| 421 | Verus Financial Partners, Inc. | 16,380 | $569.9K | 0.00% | 2025-12-31 |
| 422 | SIGNATUREFD, LLC | 17,235 | $564.1K | 0.00% | 2025-12-31 |
| 423 | RB Capital Management, LLC | 17,107 | $559.9K | 0.00% | 2025-12-31 |
| 424 | Parkside Financial Bank & Trust | 17,075 | $558.9K | 0.00% | 2025-12-31 |
| 425 | Facet Wealth, Inc. | 15,819 | $557.8K | 0.00% | 2025-12-31 |
| 426 | Ascent Group, LLC | 16,962 | $555.2K | 0.00% | 2025-12-31 |
| 427 | Two West Capital Advisors LLC | 16,909 | $553.4K | 0.00% | 2025-12-31 |
| 428 | PNC Financial Services Group, Inc. | 16,508 | $540.3K | 0.00% | 2025-12-31 |
| 429 | Ares Financial Consulting, LLC | 16,370 | $535.8K | 0.00% | 2025-12-31 |
| 430 | VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 16,086 | $526.5K | 0.00% | 2025-12-31 |
| 431 | FIRST MANHATTAN CO. LLC. | 15,952 | $522.1K | 0.00% | 2025-12-31 |
| 432 | Oath Planning, LLC | 15,816 | $517.7K | 0.00% | 2025-12-31 |
| 433 | IHT Wealth Management, LLC | 15,600 | $510.6K | 0.00% | 2025-12-31 |
| 434 | CITIZENS FINANCIAL GROUP INC/RI | 15,471 | $506.4K | 0.00% | 2025-12-31 |
| 435 | Advisors Capital Management, LLC | 15,374 | $503.2K | 0.00% | 2025-12-31 |
| 436 | RENASANT BANK | 15,353 | $502.5K | 0.00% | 2025-12-31 |
| 437 | Curi Capital, LLC | 15,285 | $500.3K | 0.00% | 2025-12-31 |
| 438 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | 15,020 | $491.6K | 0.00% | 2025-12-31 |
| 439 | Syverson Strege & Co | 14,885 | $487.2K | 0.00% | 2025-12-31 |
| 440 | Wedmont Private Capital | 14,225 | $476.6K | 0.00% | 2025-12-31 |
| 441 | Probity Advisors, Inc. | 14,464 | $473.4K | 0.00% | 2025-12-31 |
| 442 | Keystone Financial Services | 14,202 | $464.8K | 0.00% | 2025-12-31 |
| 443 | Signature Resources Capital Management, LLC | 14,172 | $463.9K | 0.00% | 2025-12-31 |
| 444 | RVW Wealth, LLC | 14,168 | $463.7K | 0.00% | 2025-12-31 |
| 445 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 13,968 | $457.2K | 0.00% | 2025-12-31 |
| 446 | Approach Retirement Advisors, LLC | 13,948 | $456.5K | 0.00% | 2025-12-31 |
| 447 | Certified Advisory Corp | 13,816 | $452.2K | 0.00% | 2025-12-31 |
| 448 | Powerhouse Assets LLC | 13,762 | $450.4K | 0.00% | 2025-12-31 |
| 449 | Retirement Income Solutions, Inc | 13,691 | $448.1K | 0.00% | 2025-12-31 |
| 450 | NICOLET ADVISORY SERVICES, LLC | 13,150 | $447.6K | 0.00% | 2025-12-31 |
| 451 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 13,525 | $442.7K | 0.00% | 2025-12-31 |