CUSIP 025072604
AMERICAN CENTY ETF TR
466 institutions · $14.12B total · 188,411,318 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Savant Capital, LLC | 18,444,319 | $1.42B | 9.78% | 2025-12-31 |
| 2 | BANK OF AMERICA CORP /DE/ | 17,844,665 | $1.37B | 9.47% | 2025-12-31 |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 15,611,896 | $1.20B | 8.28% | 2025-12-31 |
| 4 | MERCER GLOBAL ADVISORS INC /ADV | 9,627,411 | $741.5M | 5.10% | 2025-12-31 |
| 5 | MORGAN STANLEY | 5,656,462 | $435.7M | 3.00% | 2025-12-31 |
| 6 | LPL Financial LLC | 3,740,586 | $288.1M | 1.98% | 2025-12-31 |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,628,408 | $279.5M | 1.92% | 2025-12-31 |
| 8 | WELLS FARGO & COMPANY/MN | 3,349,593 | $258.0M | 1.77% | 2025-12-31 |
| 9 | JONES FINANCIAL COMPANIES LLLP | 3,046,598 | $234.6M | 1.61% | 2025-12-31 |
| 10 | Cerity Partners LLC | 2,880,263 | $222.9M | 1.52% | 2025-12-31 |
| 11 | AMERIPRISE FINANCIAL INC | 2,869,146 | $220.8M | 1.52% | 2025-12-31 |
| 12 | AMERICAN CENTURY COMPANIES INC | 2,641,484 | $203.4M | 1.40% | 2025-12-31 |
| 13 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 2,345,197 | $180.6M | 1.24% | 2025-12-31 |
| 14 | HighTower Advisors, LLC | 2,247,030 | $173.1M | 1.19% | 2025-12-31 |
| 15 | OneDigital Investment Advisors LLC | 2,245,195 | $172.9M | 1.19% | 2025-12-31 |
| 16 | PNC Financial Services Group, Inc. | 2,196,186 | $169.2M | 1.16% | 2025-12-31 |
| 17 | Annex Advisory Services, LLC | 2,106,433 | $162.2M | 1.11% | 2025-12-31 |
| 18 | M&T Bank Corp | 512,499 | $160.8M | 0.27% | 2025-12-31 |
| 19 | Haverford Trust Co | 2,076,091 | $159.9M | 1.10% | 2025-12-31 |
| 20 | MML INVESTORS SERVICES, LLC | 1,972,171 | $151.9M | 1.04% | 2025-12-31 |
| 21 | Focus Partners Wealth | 1,738,339 | $133.9M | 0.92% | 2025-12-31 |
| 22 | Cetera Investment Advisers | 1,648,590 | $127.0M | 0.87% | 2025-12-31 |
| 23 | BANK OF MONTREAL /CAN/ | 1,544,256 | $118.9M | 0.81% | 2025-12-31 |
| 24 | Kestra Investment Management, LLC | 1,475,543 | $113.6M | 0.78% | 2025-12-31 |
| 25 | BOKF, NA | 1,446,151 | $111.4M | 0.76% | 2025-12-31 |
| 26 | OSAIC HOLDINGS, INC. | 1,394,939 | $107.4M | 0.74% | 2025-12-31 |
| 27 | JPMORGAN CHASE & CO | 1,163,877 | $89.6M | 0.61% | 2025-12-31 |
| 28 | Avantax Planning Partners, Inc. | 1,108,899 | $85.4M | 0.58% | 2025-12-31 |
| 29 | Gradient Investments LLC | 1,105,369 | $85.1M | 0.58% | 2025-12-31 |
| 30 | Oak Root LLC | 1,075,466 | $82.8M | 0.57% | 2025-12-31 |
| 31 | HB Wealth Management, LLC | 1,042,342 | $80.3M | 0.55% | 2025-12-31 |
| 32 | UBS Group AG | 1,014,591 | $78.1M | 0.53% | 2025-12-31 |
| 33 | Creative Planning | 970,836 | $74.8M | 0.51% | 2025-12-31 |
| 34 | COMMONWEALTH EQUITY SERVICES, LLC | 955,260 | $73.6M | 0.50% | 2025-12-31 |
| 35 | Modern Wealth Management, LLC | 883,258 | $68.0M | 0.46% | 2025-12-31 |
| 36 | Cresset Asset Management, LLC | 876,285 | $67.5M | 0.46% | 2025-12-31 |
| 37 | NEUBERGER BERMAN GROUP LLC | 874,779 | $67.4M | 0.46% | 2025-12-31 |
| 38 | GREAT VALLEY ADVISOR GROUP, INC. | 865,913 | $66.7M | 0.45% | 2025-12-31 |
| 39 | Summit Financial Strategies, Inc. | 856,409 | $66.0M | 0.45% | 2025-12-31 |
| 40 | Apella Capital, LLC | 854,577 | $65.8M | 0.45% | 2025-12-31 |
| 41 | NICOLET ADVISORY SERVICES, LLC | 754,863 | $61.1M | 0.40% | 2025-12-31 |
| 42 | HARBOUR INVESTMENTS, INC. | 773,518 | $59.6M | 0.41% | 2025-12-31 |
| 43 | Midwest Trust Co | 773,460 | $59.6M | 0.41% | 2025-12-31 |
| 44 | JANE STREET GROUP, LLC | 700,000 | $53.9M | 0.37% | 2025-12-31 |
| 45 | RAYMOND JAMES FINANCIAL INC | 697,632 | $53.7M | 0.37% | 2025-12-31 |
| 46 | ATWOOD & PALMER INC | 664,423 | $51.2M | 0.35% | 2025-12-31 |
| 47 | GREENUP STREET WEALTH MANAGEMENT LLC | 641,539 | $49.4M | 0.34% | 2025-12-31 |
| 48 | FIFTH THIRD BANCORP | 635,746 | $49.0M | 0.33% | 2025-12-31 |
| 49 | Fragasso Financial Advisors Inc | 635,341 | $48.9M | 0.33% | 2025-12-31 |
| 50 | Farther Finance Advisors, LLC | 595,948 | $45.9M | 0.31% | 2025-12-31 |
| 51 | Beaird Harris Wealth Management, LLC | 582,617 | $44.9M | 0.30% | 2025-12-31 |
| 52 | Corient Private Wealth LLC | 574,001 | $44.2M | 0.30% | 2025-12-31 |
| 53 | WADDELL & ASSOCIATES, LLC | 554,945 | $42.7M | 0.29% | 2025-12-31 |
| 54 | Diversified Portfolios, Inc. | 549,538 | $42.3M | 0.29% | 2025-12-31 |
| 55 | CreativeOne Wealth, LLC | 534,910 | $41.2M | 0.28% | 2025-12-31 |
| 56 | Rockwood Wealth Management, LLC | 530,658 | $40.9M | 0.28% | 2025-12-31 |
| 57 | MISSION WEALTH MANAGEMENT, LP | 529,756 | $40.8M | 0.28% | 2025-12-31 |
| 58 | Tarbox Family Office, Inc. | 523,415 | $40.3M | 0.27% | 2025-12-31 |
| 59 | Orion Porfolio Solutions, LLC | 508,408 | $39.2M | 0.26% | 2025-12-31 |
| 60 | Apollon Wealth Management, LLC | 497,469 | $38.3M | 0.26% | 2025-12-31 |
| 61 | Private Advisor Group, LLC | 493,261 | $38.0M | 0.26% | 2025-12-31 |
| 62 | McLean Asset Management Corp | 465,220 | $37.7M | 0.24% | 2025-12-31 |
| 63 | IHT Wealth Management, LLC | 483,815 | $37.3M | 0.25% | 2025-12-31 |
| 64 | Financial Plan, Inc. | 473,111 | $36.4M | 0.25% | 2025-12-31 |
| 65 | Beacon Pointe Advisors, LLC | 464,397 | $35.8M | 0.24% | 2025-12-31 |
| 66 | Royal Bank of Canada | 460,748 | $35.5M | 0.24% | 2025-12-31 |
| 67 | Focus Partners Advisor Solutions, LLC | 460,255 | $35.4M | 0.24% | 2025-12-31 |
| 68 | Truepoint, Inc. | 458,041 | $35.3M | 0.24% | 2025-12-31 |
| 69 | Morton Brown Family Wealth, LLC | 454,605 | $35.0M | 0.24% | 2025-12-31 |
| 70 | Arlington Financial Advisors, LLC | 435,321 | $33.5M | 0.23% | 2025-12-31 |
| 71 | Bogart Wealth, LLC | 433,802 | $33.4M | 0.23% | 2025-12-31 |
| 72 | TRUIST FINANCIAL CORP | 425,901 | $32.8M | 0.22% | 2025-12-31 |
| 73 | FMR LLC | 416,274 | $32.1M | 0.22% | 2025-12-31 |
| 74 | Ritter Daniher Financial Advisory LLC / DE | 408,482 | $31.5M | 0.21% | 2025-12-31 |
| 75 | Amplius Wealth Advisors, LLC | 407,425 | $31.4M | 0.21% | 2025-12-31 |
| 76 | WEST PACES ADVISORS INC. | 405,298 | $31.2M | 0.21% | 2025-12-31 |
| 77 | Versant Capital Management, Inc | 390,320 | $30.1M | 0.20% | 2025-12-31 |
| 78 | Compound Planning, Inc. | 368,169 | $28.4M | 0.19% | 2025-12-31 |
| 79 | Quantum Financial Advisors, LLC | 359,031 | $27.7M | 0.19% | 2025-12-31 |
| 80 | Cannon Financial Strategists, Inc. | 344,629 | $26.5M | 0.18% | 2025-12-31 |
| 81 | SC&H Financial Advisors, Inc. | 317,635 | $24.5M | 0.16% | 2025-12-31 |
| 82 | JRM Investment Counsel, LLC | 316,761 | $24.4M | 0.16% | 2025-12-31 |
| 83 | CORRECT CAPITAL WEALTH MANAGEMENT | 316,759 | $24.4M | 0.16% | 2025-12-31 |
| 84 | Pasadena Private Wealth, LLC | 315,161 | $24.3M | 0.16% | 2025-12-31 |
| 85 | ACT Advisors, LLC. | 307,508 | $23.7M | 0.16% | 2025-12-31 |
| 86 | Austin Private Wealth, LLC | 300,787 | $23.2M | 0.15% | 2025-12-31 |
| 87 | High Probability Advisors, LLC | 291,839 | $22.5M | 0.15% | 2025-12-31 |
| 88 | CITADEL ADVISORS LLC | 282,322 | $21.7M | 0.14% | 2025-12-31 |
| 89 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 269,271 | $21.6M | 0.14% | 2025-12-31 |
| 90 | Henrickson Nauta Wealth Advisors, Inc. | 257,557 | $20.6M | 0.13% | 2025-12-31 |
| 91 | CGN Advisors LLC | 261,668 | $20.2M | 0.13% | 2025-12-31 |
| 92 | VeraBank, N.A. | 261,611 | $20.1M | 0.13% | 2025-12-31 |
| 93 | MassMutual Private Wealth & Trust, FSB | 258,307 | $19.9M | 0.13% | 2025-12-31 |
| 94 | Rockefeller Capital Management L.P. | 254,911 | $19.6M | 0.13% | 2025-12-31 |
| 95 | Kestra Advisory Services, LLC | 254,261 | $19.6M | 0.13% | 2025-12-31 |
| 96 | WJ Interests, LLC | 250,803 | $19.3M | 0.13% | 2025-12-31 |
| 97 | WCG Wealth Advisors LLC | 250,258 | $19.3M | 0.13% | 2025-12-31 |
| 98 | Simplicity Wealth,LLC | 248,675 | $19.2M | 0.13% | 2025-12-31 |
| 99 | Marietta Wealth Management, LLC | 244,424 | $18.8M | 0.12% | 2025-12-31 |
| 100 | TCI Wealth Advisors, Inc. | 243,128 | $18.7M | 0.12% | 2025-12-31 |
| 101 | Concord Wealth Partners | 242,611 | $18.7M | 0.12% | 2025-12-31 |
| 102 | HUB Investment Partners, LLC | 241,766 | $18.6M | 0.12% | 2025-12-31 |
| 103 | Alpha Financial Advisors, LLC | 237,635 | $18.3M | 0.12% | 2025-12-31 |
| 104 | Arax Advisory Partners | 234,975 | $18.1M | 0.12% | 2025-12-31 |
| 105 | Robertson Stephens Wealth Management, LLC | 234,831 | $18.1M | 0.12% | 2025-12-31 |
| 106 | Armstrong, Fleming & Moore, Inc | 233,841 | $18.0M | 0.12% | 2025-12-31 |
| 107 | NICOLET BANKSHARES INC | 230,389 | $17.7M | 0.12% | 2025-12-31 |
| 108 | WealthPlan Investment Management, LLC | 229,689 | $17.7M | 0.12% | 2025-12-31 |
| 109 | Concord Asset Management, LLC/VA | 228,930 | $17.6M | 0.12% | 2025-12-31 |
| 110 | Fonville Wealth Management LLC | 226,385 | $17.4M | 0.12% | 2025-12-31 |
| 111 | Caliber Wealth Management, LLC / KS | 222,649 | $17.1M | 0.11% | 2025-12-31 |
| 112 | GW HENSSLER & ASSOCIATES LTD | 215,351 | $16.6M | 0.11% | 2025-12-31 |
| 113 | Foundations Investment Advisors, LLC | 214,077 | $16.5M | 0.11% | 2025-12-31 |
| 114 | Allen Capital Group, LLC | 212,558 | $16.4M | 0.11% | 2025-12-31 |
| 115 | REAP Financial Group, LLC | 210,538 | $16.2M | 0.11% | 2025-12-31 |
| 116 | BSW Wealth Partners | 208,668 | $16.1M | 0.11% | 2025-12-31 |
| 117 | NewEdge Advisors, LLC | 204,723 | $15.8M | 0.10% | 2025-12-31 |
| 118 | Larson Financial Group LLC | 204,163 | $15.7M | 0.10% | 2025-12-31 |
| 119 | Berger Financial Group, Inc | 202,772 | $15.6M | 0.10% | 2025-12-31 |
| 120 | Bank of New York Mellon Corp | 200,627 | $15.5M | 0.10% | 2025-12-31 |
| 121 | Walkner Condon Financial Advisors LLC | 198,732 | $15.3M | 0.10% | 2025-12-31 |
| 122 | Plancorp, LLC | 198,718 | $15.3M | 0.10% | 2025-12-31 |
| 123 | Destiny Wealth Partners, LLC | 183,631 | $15.3M | 0.09% | 2025-12-31 |
| 124 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | 197,950 | $15.2M | 0.10% | 2025-12-31 |
| 125 | MFA WEALTH ADVISORS, LLC | 192,951 | $14.9M | 0.10% | 2025-12-31 |
| 126 | Summit Financial, LLC | 192,458 | $14.8M | 0.10% | 2025-12-31 |
| 127 | Burton Enright Welch | 191,892 | $14.8M | 0.10% | 2025-12-31 |
| 128 | LIBRA WEALTH LLC | 190,269 | $14.7M | 0.10% | 2025-12-31 |
| 129 | Venturi Wealth Management, LLC | 190,077 | $14.6M | 0.10% | 2025-12-31 |
| 130 | AIRE ADVISORS, LLC | 185,719 | $14.3M | 0.09% | 2025-12-31 |
| 131 | AXXCESS WEALTH MANAGEMENT, LLC | 183,447 | $14.1M | 0.09% | 2025-12-31 |
| 132 | Modera Wealth Management, LLC | 178,282 | $13.7M | 0.09% | 2025-12-31 |
| 133 | Valued Wealth Advisors LLC | 176,373 | $13.6M | 0.09% | 2025-12-31 |
| 134 | OLD MISSION CAPITAL LLC | 172,791 | $13.3M | 0.09% | 2025-12-31 |
| 135 | KAVAR CAPITAL PARTNERS GROUP, LLC | 172,537 | $13.3M | 0.09% | 2025-12-31 |
| 136 | ShoreHaven Wealth Partners, LLC | 169,224 | $13.0M | 0.08% | 2025-12-31 |
| 137 | Mariner, LLC | 168,298 | $13.0M | 0.08% | 2025-12-31 |
| 138 | Team Hewins, LLC | 167,923 | $12.9M | 0.08% | 2025-12-31 |
| 139 | Hill Investment Group Partners, LLC | 167,175 | $12.9M | 0.08% | 2025-12-31 |
| 140 | ERn Financial, LLC | 167,024 | $12.9M | 0.08% | 2025-12-31 |
| 141 | B&D White Capital Company, LLC | 164,627 | $12.7M | 0.08% | 2025-12-31 |
| 142 | Fort Vancouver Investment Management, LLC | 162,886 | $12.5M | 0.08% | 2025-12-31 |
| 143 | GRAND WEALTH MANAGEMENT, LLC | 162,479 | $12.5M | 0.08% | 2025-12-31 |
| 144 | SJS Investment Consulting Inc. | 162,076 | $12.5M | 0.08% | 2025-12-31 |
| 145 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 161,480 | $12.4M | 0.08% | 2025-12-31 |
| 146 | CARDIFF PARK ADVISORS, LLC | 157,604 | $12.1M | 0.08% | 2025-12-31 |
| 147 | Waverly Advisors, LLC | 157,139 | $12.1M | 0.08% | 2025-12-31 |
| 148 | EXCHANGE TRADED CONCEPTS, LLC | 154,529 | $11.9M | 0.08% | 2025-12-31 |
| 149 | DEFINE FINANCIAL, LLC | 149,306 | $11.5M | 0.07% | 2025-12-31 |
| 150 | Three Arch Wealth Management LLC | 148,412 | $11.4M | 0.07% | 2025-12-31 |
| 151 | Ullmann Wealth Partners Group, LLC | 144,120 | $11.2M | 0.07% | 2025-12-31 |
| 152 | Torren Management, LLC | 144,098 | $11.1M | 0.07% | 2025-12-31 |
| 153 | Indivisible Partners | 143,809 | $11.1M | 0.07% | 2025-12-31 |
| 154 | RETIREMENT FINANCIAL SOLUTIONS, LLC | 143,070 | $11.0M | 0.07% | 2025-12-31 |
| 155 | ASSETMARK, INC | 142,523 | $11.0M | 0.07% | 2025-12-31 |
| 156 | Higgins & Schmidt Wealth Strategies LLC | 142,203 | $11.0M | 0.07% | 2025-12-31 |
| 157 | Prosperity Planning, Inc. | 137,998 | $10.6M | 0.07% | 2025-12-31 |
| 158 | Choice Wealth Advisors, LLC | 136,779 | $10.5M | 0.07% | 2025-12-31 |
| 159 | NORTHWEST WEALTH MANAGEMENT, LLC | 135,744 | $10.5M | 0.07% | 2025-12-31 |
| 160 | Shotwell Rutter Baer Inc | 128,995 | $10.3M | 0.06% | 2025-12-31 |
| 161 | SIGNET FINANCIAL MANAGEMENT, LLC | 131,786 | $10.2M | 0.06% | 2025-12-31 |
| 162 | Mason & Associates Inc | 131,746 | $10.1M | 0.06% | 2025-12-31 |
| 163 | Richmond Investment Services, LLC | 131,711 | $10.1M | 0.06% | 2025-12-31 |
| 164 | Allworth Financial LP | 131,680 | $10.1M | 0.06% | 2025-12-31 |
| 165 | Freedom Financial Partners LLC | 128,924 | $9.9M | 0.06% | 2025-12-31 |
| 166 | &PARTNERS | 129,029 | $9.9M | 0.06% | 2025-12-31 |
| 167 | Certified Advisory Corp | 124,530 | $9.6M | 0.06% | 2025-12-31 |
| 168 | Horst & Graben Wealth Management LLC | 123,350 | $9.5M | 0.06% | 2025-12-31 |
| 169 | Invariant Investment Management | 118,209 | $9.5M | 0.06% | 2025-12-31 |
| 170 | Passive Capital Management, LLC. | 121,950 | $9.4M | 0.06% | 2025-12-31 |
| 171 | Oak Wealth Advisors LLC | 121,615 | $9.4M | 0.06% | 2025-12-31 |
| 172 | Pacific Life Fund Advisors LLC | 120,920 | $9.3M | 0.06% | 2025-12-31 |
| 173 | Tortoise Investment Management, LLC | 120,434 | $9.3M | 0.06% | 2025-12-31 |
| 174 | Buck Wealth Strategies, LLC | 119,726 | $9.2M | 0.06% | 2025-12-31 |
| 175 | ABLE Financial Group, LLC | 119,242 | $9.2M | 0.06% | 2025-12-31 |
| 176 | STIFEL FINANCIAL CORP | 116,868 | $9.0M | 0.06% | 2025-12-31 |
| 177 | Great Diamond Partners, LLC | 116,438 | $9.0M | 0.06% | 2025-12-31 |
| 178 | NOTTINGHAM ADVISORS, INC. | 115,383 | $8.9M | 0.06% | 2025-12-31 |
| 179 | Activest Wealth Management | 113,939 | $8.8M | 0.06% | 2025-12-31 |
| 180 | Merit Financial Group, LLC | 112,563 | $8.7M | 0.05% | 2025-12-31 |
| 181 | WMG Financial Advisors, LLC | 109,465 | $8.4M | 0.05% | 2025-12-31 |
| 182 | Systelligence, LLC | 108,904 | $8.4M | 0.05% | 2025-12-31 |
| 183 | BetterWealth, LLC | 108,672 | $8.4M | 0.05% | 2025-12-31 |
| 184 | Disciplina Capital Management LLC | 107,119 | $8.3M | 0.05% | 2025-12-31 |
| 185 | COLLECTIVE FAMILY OFFICE LLC | 105,665 | $8.1M | 0.05% | 2025-12-31 |
| 186 | Stonebrook Private Inc. | 105,330 | $8.1M | 0.05% | 2025-12-31 |
| 187 | One Wealth Advisors, LLC | 103,468 | $8.0M | 0.05% | 2025-12-31 |
| 188 | ELEVATION WEALTH PARTNERS, LLC | 103,201 | $7.9M | 0.05% | 2025-12-31 |
| 189 | Echo Wealth Management, LLC | 102,188 | $7.9M | 0.05% | 2025-12-31 |
| 190 | Highland Financial Advisors, LLC | 101,419 | $7.8M | 0.05% | 2025-12-31 |
| 191 | SILVER OAK WEALTH ADVISORS SERVICES, LLC | 101,306 | $7.8M | 0.05% | 2025-12-31 |
| 192 | Evelyn Partners Asset Management Ltd | 100,738 | $7.8M | 0.05% | 2025-12-31 |
| 193 | INTEGRATED WEALTHCARE, LLC | 99,459 | $7.7M | 0.05% | 2025-12-31 |
| 194 | Carrera Capital Advisors | 99,387 | $7.7M | 0.05% | 2025-12-31 |
| 195 | ACIMA PRIVATE WEALTH, LLC | 98,393 | $7.6M | 0.05% | 2025-12-31 |
| 196 | Sylvest Advisors, LLC | 96,260 | $7.4M | 0.05% | 2025-12-31 |
| 197 | Cypress Point Wealth Management, LLC | 95,938 | $7.4M | 0.05% | 2025-12-31 |
| 198 | U.S. Capital Wealth Advisors, LLC | 95,725 | $7.4M | 0.05% | 2025-12-31 |
| 199 | Strategic Blueprint, LLC | 95,173 | $7.3M | 0.05% | 2025-12-31 |
| 200 | Flagstone Financial Management | 94,704 | $7.3M | 0.05% | 2025-12-31 |
| 201 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 94,440 | $7.3M | 0.05% | 2025-12-31 |
| 202 | Cooper Financial Group | 93,654 | $7.2M | 0.04% | 2025-12-31 |
| 203 | CURIO WEALTH, LLC | 93,622 | $7.2M | 0.04% | 2025-12-31 |
| 204 | Financial Futures Ltd Liability Co. | 93,254 | $7.2M | 0.04% | 2025-12-31 |
| 205 | Bridgewater Advisors Inc. | 87,552 | $7.2M | 0.04% | 2025-12-31 |
| 206 | CFS Investment Advisory Services, LLC | 92,335 | $7.1M | 0.04% | 2025-12-31 |
| 207 | Haven Private, LLC | 92,150 | $7.1M | 0.04% | 2025-12-31 |
| 208 | FIDELIS CAPITAL PARTNERS, LLC | 91,962 | $7.1M | 0.04% | 2025-12-31 |
| 209 | 55 North Private Wealth, LLC | 91,855 | $7.1M | 0.04% | 2025-12-31 |
| 210 | MN Wealth Advisors, LLC | 91,838 | $7.1M | 0.04% | 2025-12-31 |
| 211 | Henderson Brothers Financial Partners, LLC | 90,657 | $7.0M | 0.04% | 2025-12-31 |
| 212 | Collaborative Wealth Managment Inc. | 90,283 | $7.0M | 0.04% | 2025-12-31 |
| 213 | AllGen Financial Advisors, Inc. | 89,654 | $6.9M | 0.04% | 2025-12-31 |
| 214 | DOPKINS WEALTH MANAGEMENT, LLC | 89,596 | $6.9M | 0.04% | 2025-12-31 |
| 215 | WealthPLAN Partners, LLC | 89,152 | $6.9M | 0.04% | 2025-12-31 |
| 216 | Align Financial, LLC | 6,858,314 | $6.9M | 3.64% | 2025-12-31 |
| 217 | BOYUM WEALTH ARCHITECTS LLC | 81,975 | $6.8M | 0.04% | 2025-12-31 |
| 218 | Broadway Wealth Solutions, Inc. | 86,652 | $6.7M | 0.04% | 2025-12-31 |
| 219 | GeoWealth Management, LLC | 85,829 | $6.6M | 0.04% | 2025-12-31 |
| 220 | INVENIO WEALTH PARTNERS LLC | 85,299 | $6.6M | 0.04% | 2025-12-31 |
| 221 | D'Orazio & Associates, Inc. | 84,926 | $6.5M | 0.04% | 2025-12-31 |
| 222 | CROBAN | 84,460 | $6.5M | 0.04% | 2025-12-31 |
| 223 | D L CARLSON INVESTMENT GROUP INC | 84,071 | $6.5M | 0.04% | 2025-12-31 |
| 224 | Greenspring Advisors, LLC | 84,061 | $6.5M | 0.04% | 2025-12-31 |
| 225 | FIRST HAWAIIAN BANK | 83,803 | $6.5M | 0.04% | 2025-12-31 |
| 226 | Avant Financial Advisors LLC | 83,312 | $6.4M | 0.04% | 2025-12-31 |
| 227 | Objectivity Squared, LLC | 82,211 | $6.3M | 0.04% | 2025-12-31 |
| 228 | Ashton Thomas Private Wealth, LLC | 82,023 | $6.3M | 0.04% | 2025-12-31 |
| 229 | Trace Wealth Advisors, LLC | 82,006 | $6.3M | 0.04% | 2025-12-31 |
| 230 | Trellis Wealth Advisors LLC | 80,844 | $6.2M | 0.04% | 2025-12-31 |
| 231 | AQR CAPITAL MANAGEMENT LLC | 80,251 | $6.2M | 0.04% | 2025-12-31 |
| 232 | Visionary Horizons, LLC | 79,379 | $6.1M | 0.04% | 2025-12-31 |
| 233 | Wilkerson Advisory Group LLC | 79,179 | $6.1M | 0.04% | 2025-12-31 |
| 234 | Fortitude Family Office, LLC | 78,919 | $6.1M | 0.04% | 2025-12-31 |
| 235 | AWM CAPITAL, LLC | 78,431 | $6.0M | 0.04% | 2025-12-31 |
| 236 | Midwestern Financial, LLC /IA | 78,224 | $6.0M | 0.04% | 2025-12-31 |
| 237 | Legacy CG, LLC | 78,004 | $6.0M | 0.04% | 2025-12-31 |
| 238 | EnRich Financial Partners LLC | 76,741 | $5.9M | 0.04% | 2025-12-31 |
| 239 | Dunhill Financial, LLC | 75,052 | $5.9M | 0.03% | 2025-12-31 |
| 240 | Summit Wealth Partners, LLC | 76,198 | $5.9M | 0.04% | 2025-12-31 |
| 241 | CURTIS WEALTH MANAGEMENT LLC | 70,236 | $5.8M | 0.03% | 2025-12-31 |
| 242 | HTG Investment Advisors, Inc. | 75,432 | $5.8M | 0.04% | 2025-12-31 |
| 243 | Cherry Tree Wealth Management, LLC | 74,719 | $5.8M | 0.03% | 2025-12-31 |
| 244 | Telos Capital Management, Inc. | 74,335 | $5.7M | 0.03% | 2025-12-31 |
| 245 | Physician Wealth Solutions Inc. | 74,106 | $5.7M | 0.03% | 2025-12-31 |
| 246 | Lakeridge Wealth Management LLC | 73,358 | $5.7M | 0.03% | 2025-12-31 |
| 247 | Magnolia Private Wealth, LLC | 72,627 | $5.6M | 0.03% | 2025-12-31 |
| 248 | Chris Bulman Inc | 72,598 | $5.6M | 0.03% | 2025-12-31 |
| 249 | Quantinno Capital Management LP | 72,567 | $5.6M | 0.03% | 2025-12-31 |
| 250 | Mraz, Amerine & Associates, Inc. | 72,483 | $5.6M | 0.03% | 2025-12-31 |
| 251 | EP Wealth Advisors, LLC | 72,441 | $5.6M | 0.03% | 2025-12-31 |
| 252 | Sequoia Financial Advisors, LLC | 72,356 | $5.6M | 0.03% | 2025-12-31 |
| 253 | REDW Wealth LLC | 71,760 | $5.5M | 0.03% | 2025-12-31 |
| 254 | Stonehearth Capital Management, LLC | 71,679 | $5.5M | 0.03% | 2025-12-31 |
| 255 | Global Strategic Investment Solutions, LLC | 70,603 | $5.4M | 0.03% | 2025-12-31 |
| 256 | Kelman-Lazarov, Inc. | 70,326 | $5.4M | 0.03% | 2025-12-31 |
| 257 | Gateway Wealth Partners, LLC | 70,025 | $5.4M | 0.03% | 2025-12-31 |
| 258 | Grove Bank & Trust | 68,984 | $5.3M | 0.03% | 2025-12-31 |
| 259 | Great Point Wealth Advisors, LLC | 68,218 | $5.3M | 0.03% | 2025-12-31 |
| 260 | Level Financial Advisors | 67,978 | $5.2M | 0.03% | 2025-12-31 |
| 261 | IAG Wealth Partners, LLC | 67,625 | $5.2M | 0.03% | 2025-12-31 |
| 262 | AE Wealth Management LLC | 67,326 | $5.2M | 0.03% | 2025-12-31 |
| 263 | CENTRAL TRUST Co | 67,007 | $5.2M | 0.03% | 2025-12-31 |
| 264 | Brookstone Capital Management | 66,604 | $5.1M | 0.03% | 2025-12-31 |
| 265 | MAI Capital Management | 66,354 | $5.1M | 0.03% | 2025-12-31 |
| 266 | PW ADVISORS, LLC \ FL | 65,067 | $5.0M | 0.03% | 2025-12-31 |
| 267 | Chicago Partners Investment Group LLC | 60,235 | $5.0M | 0.03% | 2025-12-31 |
| 268 | Waterfront Wealth Inc. | 59,032 | $4.9M | 0.03% | 2025-12-31 |
| 269 | Apeiron RIA LLC | 58,169 | $4.9M | 0.03% | 2025-12-31 |
| 270 | Capasso Planning Partners LLC | 62,778 | $4.8M | 0.03% | 2025-12-31 |
| 271 | 46 Peaks LLC | 61,894 | $4.8M | 0.03% | 2025-12-31 |
| 272 | Financial Symmetry Inc | 61,778 | $4.8M | 0.03% | 2025-12-31 |
| 273 | JNBA Financial Advisors | 59,182 | $4.6M | 0.03% | 2025-12-31 |
| 274 | Hutchens & Kramer Investment Management Group, LLC | 58,492 | $4.5M | 0.03% | 2025-12-31 |
| 275 | Brown Financial Advisors | 58,354 | $4.5M | 0.03% | 2025-12-31 |
| 276 | Savvy Advisors, Inc. | 58,230 | $4.5M | 0.03% | 2025-12-31 |
| 277 | CLUNE & ASSOCIATES, LTD. | 58,049 | $4.5M | 0.03% | 2025-12-31 |
| 278 | Perigon Wealth Management, LLC | 57,733 | $4.4M | 0.03% | 2025-12-31 |
| 279 | WorthPointe, LLC | 57,439 | $4.4M | 0.03% | 2025-12-31 |
| 280 | Peak Asset Management, LLC | 57,144 | $4.4M | 0.03% | 2025-12-31 |
| 281 | KILNER CAPITAL ADVISORS, LLC | 57,071 | $4.4M | 0.03% | 2025-12-31 |
| 282 | Signature Resources Capital Management, LLC | 56,716 | $4.4M | 0.03% | 2025-12-31 |
| 283 | Frankly Finances, LLC | 56,438 | $4.3M | 0.02% | 2025-12-31 |
| 284 | Wedmont Private Capital | 54,412 | $4.3M | 0.02% | 2025-12-31 |
| 285 | ARQ WEALTH ADVISORS, LLC | 55,097 | $4.2M | 0.02% | 2025-12-31 |
| 286 | BWM Planning, LLC | 54,706 | $4.2M | 0.02% | 2025-12-31 |
| 287 | Sterneck Capital Management, LLC | 54,594 | $4.2M | 0.02% | 2025-12-31 |
| 288 | WealthCollab, LLC | 53,687 | $4.1M | 0.02% | 2025-12-31 |
| 289 | Vertex Planning Partners, LLC | 53,255 | $4.1M | 0.02% | 2025-12-31 |
| 290 | Breakwater Capital Group | 52,518 | $4.0M | 0.02% | 2025-12-31 |
| 291 | Armbruster Capital Management, Inc. | 50,820 | $3.9M | 0.02% | 2025-12-31 |
| 292 | Transamerica Financial Advisors, LLC | 50,653 | $3.9M | 0.02% | 2025-12-31 |
| 293 | Lifestyle Asset Management, Inc. | 50,624 | $3.9M | 0.02% | 2025-12-31 |
| 294 | RETIREMENT GUYS FORMULA LLC | 50,341 | $3.9M | 0.02% | 2025-12-31 |
| 295 | GREENWOOD CAPITAL ASSOCIATES LLC | 50,241 | $3.9M | 0.02% | 2025-12-31 |
| 296 | Hobbs Wealth Management, LLC | 50,154 | $3.9M | 0.02% | 2025-12-31 |
| 297 | Mayflower Financial Advisors, LLC | 50,144 | $3.9M | 0.02% | 2025-12-31 |
| 298 | CoreCap Advisors, LLC | 50,065 | $3.9M | 0.02% | 2025-12-31 |
| 299 | POINCIANA ADVISORS GROUP, LLC | 49,933 | $3.8M | 0.02% | 2025-12-31 |
| 300 | Sharkey, Howes & Javer | 49,767 | $3.8M | 0.02% | 2025-12-31 |
| 301 | Philip James Wealth Mangement, LLC | 49,669 | $3.8M | 0.02% | 2025-12-31 |
| 302 | POM Investment Strategies, LLC | 49,192 | $3.8M | 0.02% | 2025-12-31 |
| 303 | CoreFirst Bank & Trust | 49,050 | $3.8M | 0.02% | 2025-12-31 |
| 304 | Pursuit Wealth Management LLC | 49,006 | $3.8M | 0.02% | 2025-12-31 |
| 305 | Burk Holdings LLC | 48,057 | $3.7M | 0.02% | 2025-12-31 |
| 306 | Canvas Wealth Advisors, LLC | 47,475 | $3.7M | 0.02% | 2025-12-31 |
| 307 | Maia Wealth LLC | 42,418 | $3.6M | 0.02% | 2025-12-31 |
| 308 | First National Trust Co | 47,143 | $3.6M | 0.02% | 2025-12-31 |
| 309 | SENTINEL PENSION ADVISORS, LLC | 46,832 | $3.6M | 0.02% | 2025-12-31 |
| 310 | Harbor Group, Inc. | 46,609 | $3.6M | 0.02% | 2025-12-31 |
| 311 | NorthStar Asset Management LLC /NJ/ | 46,582 | $3.6M | 0.02% | 2025-12-31 |
| 312 | TANDEMGROWTH FINANCIAL ADVISORS LLC | 45,526 | $3.5M | 0.02% | 2025-12-31 |
| 313 | Equitable Holdings, Inc. | 45,305 | $3.5M | 0.02% | 2025-12-31 |
| 314 | VERUS WEALTH MANAGEMENT, LLC | 45,268 | $3.5M | 0.02% | 2025-12-31 |
| 315 | Atria Investments, Inc | 44,695 | $3.4M | 0.02% | 2025-12-31 |
| 316 | KESTRA PRIVATE WEALTH SERVICES, LLC | 44,230 | $3.4M | 0.02% | 2025-12-31 |
| 317 | Apollon Financial, LLC | 43,941 | $3.4M | 0.02% | 2025-12-31 |
| 318 | COMERICA BANK | 43,927 | $3.4M | 0.02% | 2025-12-31 |
| 319 | Dynamic Advisor Solutions LLC | 43,758 | $3.4M | 0.02% | 2025-12-31 |
| 320 | Parallel Advisors, LLC | 43,325 | $3.3M | 0.02% | 2025-12-31 |
| 321 | OmniStar Financial Group, Inc. | 42,178 | $3.2M | 0.02% | 2025-12-31 |
| 322 | FineMark National Bank & Trust | 42,077 | $3.2M | 0.02% | 2025-12-31 |
| 323 | AlphaCore Capital LLC | 41,778 | $3.2M | 0.02% | 2025-12-31 |
| 324 | Global Retirement Partners, LLC | 41,586 | $3.2M | 0.02% | 2025-12-31 |
| 325 | Family Office Research LLC | 41,381 | $3.2M | 0.02% | 2025-12-31 |
| 326 | Arcadia Wealth Management, Inc. | 40,717 | $3.1M | 0.02% | 2025-12-31 |
| 327 | Baird Financial Group, Inc. | 40,505 | $3.1M | 0.02% | 2025-12-31 |
| 328 | Brady Martz Wealth Solutions, LLC | 39,730 | $3.1M | 0.02% | 2025-12-31 |
| 329 | Adelphi Trust Co | 39,163 | $3.0M | 0.02% | 2025-12-31 |
| 330 | ORBA Wealth Advisors, L.L.C. | 38,293 | $2.9M | 0.02% | 2025-12-31 |
| 331 | Paladin Wealth, LLC | 38,269 | $2.9M | 0.02% | 2025-12-31 |
| 332 | McCartney Wealth Management LLC | 38,194 | $2.9M | 0.02% | 2025-12-31 |
| 333 | Independence Bank of Kentucky | 38,102 | $2.9M | 0.02% | 2025-12-31 |
| 334 | WEALTHGARDEN F.S. LLC | 34,881 | $2.9M | 0.01% | 2025-12-31 |
| 335 | Laird Norton Wetherby Trust Company, LLC | 37,500 | $2.9M | 0.01% | 2025-12-31 |
| 336 | Daviman Financial, LLC | 37,396 | $2.9M | 0.01% | 2025-12-31 |
| 337 | Gen-Wealth Partners Inc | 37,102 | $2.9M | 0.01% | 2025-12-31 |
| 338 | Perennial Investment Advisors, LLC | 37,018 | $2.9M | 0.01% | 2025-12-31 |
| 339 | Financial Engines Advisors L.L.C. | 36,907 | $2.8M | 0.01% | 2025-12-31 |
| 340 | Ariadne Wealth Management, LP | 32,850 | $2.8M | 0.01% | 2025-12-31 |
| 341 | Tillman Hartley LLC | 36,653 | $2.8M | 0.01% | 2025-12-31 |
| 342 | Lifelong Wealth Advisors, Inc. | 36,389 | $2.8M | 0.01% | 2025-12-31 |
| 343 | IMA Advisory Services, Inc. | 36,224 | $2.8M | 0.01% | 2025-12-31 |
| 344 | Andrews Advisory Associates, LLC | 35,749 | $2.8M | 0.01% | 2025-12-31 |
| 345 | Wheels Up Wealth, Inc. | 35,688 | $2.7M | 0.01% | 2025-12-31 |
| 346 | Aurelius Family Office LLC | 34,297 | $2.7M | 0.01% | 2025-12-31 |
| 347 | Sprinkle Financial Consultants LLC | 35,346 | $2.7M | 0.01% | 2025-12-31 |
| 348 | Envestnet Portfolio Solutions, Inc. | 34,840 | $2.7M | 0.01% | 2025-12-31 |
| 349 | Equita Financial Network, Inc. | 33,659 | $2.6M | 0.01% | 2025-12-31 |
| 350 | Prosperity Consulting Group, LLC | 33,366 | $2.6M | 0.01% | 2025-12-31 |
| 351 | Symphony Financial, Ltd. Co. | 33,017 | $2.5M | 0.01% | 2025-12-31 |
| 352 | ARWA LLC | 33,022 | $2.5M | 0.01% | 2025-12-31 |
| 353 | World Investment Advisors | 34,136 | $2.5M | 0.01% | 2025-12-31 |
| 354 | Advisory Services Network, LLC | 32,929 | $2.5M | 0.01% | 2025-12-31 |
| 355 | Stone Summit Wealth LLC | 32,650 | $2.5M | 0.01% | 2025-12-31 |
| 356 | Trailhead Planners LLC | 32,294 | $2.5M | 0.01% | 2025-12-31 |
| 357 | CAP Partners, LLC | 32,293 | $2.5M | 0.01% | 2025-12-31 |
| 358 | Mattson Financial Services, LLC | 32,270 | $2.5M | 0.01% | 2025-12-31 |
| 359 | Tradition Wealth Management, LLC | 32,068 | $2.5M | 0.01% | 2025-12-31 |
| 360 | Shore Point Advisors, LLC | 83,435 | $2.4M | 0.04% | 2025-12-31 |
| 361 | Trilogy Capital Inc. | 31,225 | $2.4M | 0.01% | 2025-12-31 |
| 362 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 30,775 | $2.4M | 0.01% | 2025-12-31 |
| 363 | Stratos Wealth Partners, LTD. | 30,112 | $2.3M | 0.01% | 2025-12-31 |
| 364 | HMV Wealth Advisors, LLC | 30,040 | $2.3M | 0.01% | 2025-12-31 |
| 365 | RFG Advisory, LLC | 29,828 | $2.3M | 0.01% | 2025-12-31 |
| 366 | Transcendent Capital Group LLC | 29,733 | $2.3M | 0.01% | 2025-12-31 |
| 367 | Plum Street Advisors, LLC | 29,512 | $2.3M | 0.01% | 2025-12-31 |
| 368 | Glenview Trust co | 29,470 | $2.3M | 0.01% | 2025-12-31 |
| 369 | Evelyn Partners Investment Management Services Ltd | 29,242 | $2.3M | 0.01% | 2025-12-31 |
| 370 | Symmetry Partners, LLC | 29,223 | $2.3M | 0.01% | 2025-12-31 |
| 371 | Sagace Wealth Management LLC | 28,943 | $2.2M | 0.01% | 2025-12-31 |
| 372 | Holos Integrated Wealth LLC | 28,042 | $2.2M | 0.01% | 2025-12-31 |
| 373 | IFP Advisors, Inc | 28,429 | $2.2M | 0.01% | 2025-12-31 |
| 374 | Western Reserve Capital Management, LLC | 28,373 | $2.2M | 0.01% | 2025-12-31 |
| 375 | Centennial Wealth Advisory LLC | 27,951 | $2.2M | 0.01% | 2025-12-31 |
| 376 | Prospect Financial Group LLC | 27,830 | $2.1M | 0.01% | 2025-12-31 |
| 377 | Seaside Wealth Management, Inc. | 27,638 | $2.1M | 0.01% | 2025-12-31 |
| 378 | EverSource Wealth Advisors, LLC | 27,545 | $2.1M | 0.01% | 2025-12-31 |
| 379 | Integrity Investment Advisors, LLC | 27,507 | $2.1M | 0.01% | 2025-12-31 |
| 380 | Koesten, Hirschmann & Crabtree, INC. | 27,370 | $2.1M | 0.01% | 2025-12-31 |
| 381 | NWAM LLC | 25,102 | $2.1M | 0.01% | 2025-12-31 |
| 382 | OpenArc Corporate Advisory, LLC | 27,007 | $2.1M | 0.01% | 2025-12-31 |
| 383 | Private Wealth Management Group, LLC | 26,880 | $2.1M | 0.01% | 2025-12-31 |
| 384 | DIVERSIFY WEALTH MANAGEMENT, LLC | 25,691 | $2.1M | 0.01% | 2025-12-31 |
| 385 | Rialto Wealth Management, LLC | 26,774 | $2.1M | 0.01% | 2025-12-31 |
| 386 | KEB ASSET MANAGEMENT, LLC | 26,291 | $2.0M | 0.01% | 2025-12-31 |
| 387 | QUARRY HILL ADVISORS, LLC | 25,340 | $2.0M | 0.01% | 2025-12-31 |
| 388 | Clarity Capital Advisors, LLC | 25,053 | $1.9M | 0.01% | 2025-12-31 |
| 389 | FMB WEALTH MANAGEMENT | 24,673 | $1.9M | 0.01% | 2025-12-31 |
| 390 | PFG Advisors | 23,980 | $1.8M | 0.01% | 2025-12-31 |
| 391 | WEALTH ALLIANCE, LLC | 23,764 | $1.8M | 0.01% | 2025-12-31 |
| 392 | TFB Advisors LLC | 23,681 | $1.8M | 0.01% | 2025-12-31 |
| 393 | PKS Advisory Services, LLC | 23,379 | $1.8M | 0.01% | 2025-12-31 |
| 394 | Slagle Financial, LLC | 23,320 | $1.8M | 0.01% | 2025-12-31 |
| 395 | THEORY FINANCIAL LLC | 21,561 | $1.8M | 0.01% | 2025-12-31 |
| 396 | Asset Dedication, LLC | 23,155 | $1.8M | 0.01% | 2025-12-31 |
| 397 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 23,099 | $1.8M | 0.01% | 2025-12-31 |
| 398 | marrick wealth, LLC | 23,007 | $1.8M | 0.01% | 2025-12-31 |
| 399 | XY Planning Network, Inc. | 22,985 | $1.8M | 0.01% | 2025-12-31 |
| 400 | Signal Advisors Wealth, LLC | 22,759 | $1.8M | 0.01% | 2025-12-31 |
| 401 | BlackRock, Inc. | 22,728 | $1.8M | 0.01% | 2025-12-31 |
| 402 | Pathstone Holdings, LLC | 22,401 | $1.7M | 0.01% | 2025-12-31 |
| 403 | BLVD Private Wealth, LLC | 22,285 | $1.7M | 0.01% | 2025-12-31 |
| 404 | Integrated Advisors Network LLC | 22,266 | $1.7M | 0.01% | 2025-12-31 |
| 405 | LAM GROUP, INC. | 22,010 | $1.7M | 0.01% | 2025-12-31 |
| 406 | Chatterton & Associates Inc. | 21,887 | $1.7M | 0.01% | 2025-12-31 |
| 407 | HICKS CAPITAL MANAGEMENT LLC | 21,730 | $1.7M | 0.01% | 2025-12-31 |
| 408 | Leading Edge Financial Planning LLC | 21,475 | $1.7M | 0.01% | 2025-12-31 |
| 409 | Dogwood Wealth Management LLC | 21,410 | $1.6M | 0.01% | 2025-12-31 |
| 410 | MOTCO | 21,403 | $1.6M | 0.01% | 2025-12-31 |
| 411 | WealthPoint Financial, LLC | 21,278 | $1.6M | 0.01% | 2025-12-31 |
| 412 | LEIGH BALDWIN & CO., LLC | 21,199 | $1.6M | 0.01% | 2025-12-31 |
| 413 | Wealth Management Partners, LLC | 21,202 | $1.6M | 0.01% | 2025-12-31 |
| 414 | EVOKE WEALTH, LLC | 21,102 | $1.6M | 0.01% | 2025-12-31 |
| 415 | Fifth Third Securities, Inc. | 21,099 | $1.6M | 0.01% | 2025-12-31 |
| 416 | Petros Family Wealth, LLC | 21,094 | $1.6M | 0.01% | 2025-12-31 |
| 417 | Capstone Wealth Management, Inc. | 20,167 | $1.6M | 0.01% | 2025-12-31 |
| 418 | L.K. Benson & Company, P.C. | 20,445 | $1.6M | 0.01% | 2025-12-31 |
| 419 | MB Generational Wealth, LLC | 20,396 | $1.6M | 0.01% | 2025-12-31 |
| 420 | Advyzon Investment Management, LLC | 19,966 | $1.5M | 0.01% | 2025-12-31 |
| 421 | ENDEAVOR PRIVATE WEALTH, INC. | 19,888 | $1.5M | 0.01% | 2025-12-31 |
| 422 | DELAP WEALTH ADVISORY, LLC | 19,878 | $1.5M | 0.01% | 2025-12-31 |
| 423 | Clear Creek Financial Management, LLC | 19,593 | $1.5M | 0.01% | 2025-12-31 |
| 424 | Wealthfront Advisers LLC | 18,639 | $1.4M | 0.00% | 2025-12-31 |
| 425 | SAGE RHINO CAPITAL LLC | 18,592 | $1.4M | 0.00% | 2025-12-31 |
| 426 | Herold Advisors, Inc. | 18,457 | $1.4M | 0.00% | 2025-12-31 |
| 427 | J.W. COLE ADVISORS, INC. | 18,354 | $1.4M | 0.00% | 2025-12-31 |
| 428 | Valmark Advisers, Inc. | 18,061 | $1.4M | 0.00% | 2025-12-31 |
| 429 | STRATEGY ASSET MANAGERS LLC | 18,046 | $1.4M | 0.00% | 2025-12-31 |
| 430 | COZAD ASSET MANAGEMENT INC | 17,833 | $1.4M | 0.00% | 2025-12-31 |
| 431 | WealthTrak Capital Management LLC | 17,550 | $1.4M | 0.00% | 2025-12-31 |
| 432 | IEQ CAPITAL, LLC | 17,457 | $1.3M | 0.00% | 2025-12-31 |
| 433 | Eaton-Cambridge Inc. | 17,281 | $1.3M | 0.00% | 2025-12-31 |
| 434 | LRI Investments, LLC | 17,186 | $1.3M | 0.00% | 2025-12-31 |
| 435 | DBK Financial Counsel, LLC | 17,075 | $1.3M | 0.00% | 2025-12-31 |
| 436 | FIRETHORN WEALTH PARTNERS, LLC | 17,011 | $1.3M | 0.00% | 2025-12-31 |
| 437 | WESPAC Advisors SoCal, LLC | 16,680 | $1.3M | 0.00% | 2025-12-31 |
| 438 | SAX WEALTH ADVISORS, LLC | 16,393 | $1.3M | 0.00% | 2025-12-31 |
| 439 | Ruedi Wealth Management, Inc. | 16,373 | $1.3M | 0.00% | 2025-12-31 |
| 440 | BOK Financial Private Wealth, Inc. | 16,338 | $1.3M | 0.00% | 2025-12-31 |
| 441 | Smartleaf Asset Management LLC | 16,201 | $1.3M | 0.00% | 2025-12-31 |
| 442 | Aptus Capital Advisors, LLC | 16,114 | $1.2M | 0.00% | 2025-12-31 |
| 443 | Tyche Wealth Partners LLC | 16,025 | $1.2M | 0.00% | 2025-12-31 |
| 444 | Cogent Private Wealth, Inc. | 15,999 | $1.2M | 0.00% | 2025-12-31 |
| 445 | QRG CAPITAL MANAGEMENT, INC. | 15,968 | $1.2M | 0.00% | 2025-12-31 |
| 446 | Allodium Investment Consultants, LLC | 15,827 | $1.2M | 0.00% | 2025-12-31 |
| 447 | BlackDiamond Wealth Management, LLC | 14,217 | $1.2M | 0.00% | 2025-12-31 |
| 448 | RVW Wealth, LLC | 15,538 | $1.2M | 0.00% | 2025-12-31 |
| 449 | Centerpoint Advisory Group | 15,456 | $1.2M | 0.00% | 2025-12-31 |
| 450 | Cetera Trust Company, N.A | 15,357 | $1.2M | 0.00% | 2025-12-31 |
| 451 | Sovran Advisors, LLC | 14,229 | $1.2M | 0.00% | 2025-12-31 |
| 452 | BROWN ADVISORY INC | 14,843 | $1.1M | 0.00% | 2025-12-31 |
| 453 | Fortis Group Advisors, LLC | 13,689 | $1.1M | 0.00% | 2025-12-31 |
| 454 | Avidian Wealth Enterprises, LLC | 14,752 | $1.1M | 0.00% | 2025-12-31 |
| 455 | Vannoy Advisory Group, Inc. | 14,590 | $1.1M | 0.00% | 2025-12-31 |
| 456 | BAYSHORE ASSET MANAGEMENT, LLC | 14,503 | $1.1M | 0.00% | 2025-12-31 |
| 457 | Summit Trail Advisors, LLC | 14,502 | $1.1M | 0.00% | 2025-12-31 |
| 458 | Atlas Brown,Inc. | 14,371 | $1.1M | 0.00% | 2025-12-31 |
| 459 | RAM Investment Partners, LLC | 14,161 | $1.1M | 0.00% | 2025-12-31 |
| 460 | Clarity Wealth Development LLC | 14,059 | $1.1M | 0.00% | 2025-12-31 |
| 461 | Elyxium Wealth, LLC | 13,985 | $1.1M | 0.00% | 2025-12-31 |
| 462 | Hardin Capital Partners, LLC | 13,713 | $1.1M | 0.00% | 2025-12-31 |
| 463 | Lantern Wealth Advisors, LLC | 13,534 | $1.0M | 0.00% | 2025-12-31 |
| 464 | Forum Financial Management, LP | 13,421 | $1.0M | 0.00% | 2025-12-31 |
| 465 | Retirement Management Systems Inc. | 13,374 | $1.0M | 0.00% | 2025-12-31 |
| 466 | Patriot Financial Group Insurance Agency, LLC | 13,353 | $1.0M | 0.00% | 2025-12-31 |