CUSIP 092528603
BLACKROCK ETF TRUST II
446 institutions · $11.50B total · 217,003,980 shares · BLK
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 27,502,755 | $1.45B | 12.67% | 2025-12-31 |
| 2 | LPL Financial LLC | 15,610,462 | $823.8M | 7.19% | 2025-12-31 |
| 3 | JPMORGAN CHASE & CO | 11,938,984 | $630.0M | 5.50% | 2025-12-31 |
| 4 | MORGAN STANLEY | 9,314,382 | $491.5M | 4.29% | 2025-12-31 |
| 5 | AMERIPRISE FINANCIAL INC | 8,125,387 | $428.7M | 3.74% | 2025-12-31 |
| 6 | PNC Financial Services Group, Inc. | 8,101,268 | $427.5M | 3.73% | 2025-12-31 |
| 7 | Dynasty Wealth Management, LLC | 7,154,835 | $377.6M | 3.29% | 2025-12-31 |
| 8 | BANK OF AMERICA CORP /DE/ | 5,753,542 | $303.6M | 2.65% | 2025-12-31 |
| 9 | BlackRock, Inc. | 4,924,318 | $259.9M | 2.26% | 2025-12-31 |
| 10 | Sequoia Financial Advisors, LLC | 4,686,138 | $247.3M | 2.15% | 2025-12-31 |
| 11 | Cetera Investment Advisers | 4,542,059 | $239.7M | 2.09% | 2025-12-31 |
| 12 | UBS Group AG | 4,425,075 | $233.5M | 2.03% | 2025-12-31 |
| 13 | Quotient Wealth Partners, LLC | 3,670,074 | $193.7M | 1.69% | 2025-12-31 |
| 14 | WELLS FARGO & COMPANY/MN | 3,460,068 | $182.6M | 1.59% | 2025-12-31 |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,344,244 | $177.4M | 1.08% | 2025-12-31 |
| 16 | SAGESPRING WEALTH PARTNERS, LLC | 2,866,189 | $151.2M | 1.32% | 2025-12-31 |
| 17 | MML INVESTORS SERVICES, LLC | 2,861,525 | $151.0M | 1.31% | 2025-12-31 |
| 18 | Envestnet Portfolio Solutions, Inc. | 2,734,939 | $144.3M | 1.26% | 2025-12-31 |
| 19 | OpenArc Corporate Advisory, LLC | 2,320,050 | $122.4M | 1.06% | 2025-12-31 |
| 20 | Wharton Business Group, LLC | 2,319,295 | $122.4M | 1.06% | 2025-12-31 |
| 21 | Merit Financial Group, LLC | 2,206,456 | $116.4M | 1.01% | 2025-12-31 |
| 22 | Americana Partners, LLC | 2,124,508 | $112.1M | 0.97% | 2025-12-31 |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 1,675,626 | $88.4M | 0.77% | 2025-12-31 |
| 24 | Royal Bank of Canada | 1,583,708 | $83.6M | 0.72% | 2025-12-31 |
| 25 | Bank of New York Mellon Corp | 1,476,902 | $77.9M | 0.68% | 2025-12-31 |
| 26 | Pinnacle Financial Partners, Inc. | 1,451,216 | $76.6M | 0.66% | 2025-12-31 |
| 27 | OneDigital Investment Advisors LLC | 1,411,058 | $74.5M | 0.65% | 2025-12-31 |
| 28 | Lanham O'Dell & Company, Inc. | 1,337,104 | $70.6M | 0.61% | 2025-12-31 |
| 29 | Kestra Investment Management, LLC | 1,252,271 | $66.1M | 0.57% | 2025-12-31 |
| 30 | HighTower Advisors, LLC | 1,132,335 | $59.8M | 0.52% | 2025-12-31 |
| 31 | RAYMOND JAMES FINANCIAL INC | 1,124,274 | $59.3M | 0.51% | 2025-12-31 |
| 32 | MCF Advisors LLC | 1,117,945 | $59.0M | 0.51% | 2025-12-31 |
| 33 | NewEdge Advisors, LLC | 1,112,219 | $58.7M | 0.51% | 2025-12-31 |
| 34 | Integrated Wealth Concepts LLC | 1,100,720 | $58.1M | 0.50% | 2025-12-31 |
| 35 | Clearwater Capital Advisors, LLC | 1,099,096 | $58.0M | 0.50% | 2025-12-31 |
| 36 | Pacific Sage Partners, LLC | 1,067,251 | $56.3M | 0.49% | 2025-12-31 |
| 37 | Falcon Wealth Planning | 1,057,769 | $55.8M | 0.48% | 2025-12-31 |
| 38 | JONES FINANCIAL COMPANIES LLLP | 1,021,742 | $53.9M | 0.47% | 2025-12-31 |
| 39 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 995,475 | $52.5M | 0.45% | 2025-12-31 |
| 40 | STIFEL FINANCIAL CORP | 982,385 | $51.8M | 0.45% | 2025-12-31 |
| 41 | Equitable Holdings, Inc. | 848,119 | $44.8M | 0.39% | 2025-12-31 |
| 42 | OSAIC HOLDINGS, INC. | 835,474 | $44.1M | 0.38% | 2025-12-31 |
| 43 | TRUIST FINANCIAL CORP | 831,727 | $43.9M | 0.38% | 2025-12-31 |
| 44 | MGO ONE SEVEN LLC | 829,243 | $43.8M | 0.38% | 2025-12-31 |
| 45 | HUB Investment Partners, LLC | 824,295 | $43.5M | 0.37% | 2025-12-31 |
| 46 | Madison Wealth Partners, Inc | 811,527 | $42.8M | 0.37% | 2025-12-31 |
| 47 | Foundations Investment Advisors, LLC | 722,438 | $38.1M | 0.33% | 2025-12-31 |
| 48 | Stratos Wealth Partners, LTD. | 669,043 | $35.3M | 0.30% | 2025-12-31 |
| 49 | EVERGREEN CAPITAL MANAGEMENT LLC | 657,412 | $34.7M | 0.30% | 2025-12-31 |
| 50 | Royal Harbor Partners, LLC | 606,810 | $32.0M | 0.27% | 2025-12-31 |
| 51 | Miracle Mile Advisors, LLC | 597,894 | $31.6M | 0.27% | 2025-12-31 |
| 52 | Parallel Advisors, LLC | 592,874 | $31.3M | 0.27% | 2025-12-31 |
| 53 | CGN Advisors LLC | 588,785 | $31.1M | 0.27% | 2025-12-31 |
| 54 | Grantvest Financial Group LLC | 582,756 | $30.8M | 0.26% | 2025-12-31 |
| 55 | Compound Planning, Inc. | 578,922 | $30.5M | 0.26% | 2025-12-31 |
| 56 | Kestra Advisory Services, LLC | 553,129 | $29.2M | 0.25% | 2025-12-31 |
| 57 | Legacy Financial Group LLC | 531,250 | $28.1M | 0.24% | 2025-12-31 |
| 58 | Belpointe Asset Management LLC | 523,746 | $27.6M | 0.24% | 2025-12-31 |
| 59 | Pallas Capital Advisors LLC | 507,063 | $26.8M | 0.23% | 2025-12-31 |
| 60 | Johnson Bixby & Associates, LLC | 505,962 | $26.7M | 0.23% | 2025-12-31 |
| 61 | Strong Tower Advisory Services | 500,156 | $26.4M | 0.23% | 2025-12-31 |
| 62 | Lineweaver Wealth Advisors, LLC | 487,846 | $25.7M | 0.22% | 2025-12-31 |
| 63 | Frisch Financial Group, Inc. | 468,656 | $24.7M | 0.21% | 2025-12-31 |
| 64 | 55 North Private Wealth, LLC | 464,120 | $24.5M | 0.21% | 2025-12-31 |
| 65 | Private Advisor Group, LLC | 456,883 | $24.1M | 0.21% | 2025-12-31 |
| 66 | ASSETMARK, INC | 438,711 | $23.2M | 0.20% | 2025-12-31 |
| 67 | Vivid Wealth Management, LLC | 436,539 | $23.0M | 0.20% | 2025-12-31 |
| 68 | Vantage Financial Partners, LLC | 431,370 | $22.8M | 0.19% | 2025-12-31 |
| 69 | Kovitz Investment Group Partners, LLC | 431,100 | $22.7M | 0.19% | 2025-12-31 |
| 70 | Summit Financial, LLC | 423,587 | $22.4M | 0.19% | 2025-12-31 |
| 71 | IHT Wealth Management, LLC | 417,447 | $22.0M | 0.19% | 2025-12-31 |
| 72 | Kingsview Wealth Management, LLC | 416,924 | $22.0M | 0.19% | 2025-12-31 |
| 73 | CreativeOne Wealth, LLC | 368,481 | $19.4M | 0.16% | 2025-12-31 |
| 74 | JB Capital LLC | 363,779 | $19.2M | 0.16% | 2025-12-31 |
| 75 | SteelPeak Wealth, LLC | 356,646 | $18.8M | 0.16% | 2025-12-31 |
| 76 | Corient Private Wealth LLC | 354,619 | $18.7M | 0.16% | 2025-12-31 |
| 77 | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 345,107 | $18.2M | 0.15% | 2025-12-31 |
| 78 | Faithward Advisors, LLC | 343,654 | $18.1M | 0.15% | 2025-12-31 |
| 79 | Rockefeller Capital Management L.P. | 341,026 | $18.0M | 0.15% | 2025-12-31 |
| 80 | FIFTH THIRD BANCORP | 340,678 | $18.0M | 0.15% | 2025-12-31 |
| 81 | Horst & Graben Wealth Management LLC | 339,790 | $17.9M | 0.15% | 2025-12-31 |
| 82 | Sharkey, Howes & Javer | 339,394 | $17.9M | 0.15% | 2025-12-31 |
| 83 | MCMORGAN & CO LLC | 338,659 | $17.9M | 0.15% | 2025-12-31 |
| 84 | NorthRock Partners, LLC | 338,397 | $17.9M | 0.15% | 2025-12-31 |
| 85 | Kelly Financial Services LLC | 325,159 | $17.2M | 0.14% | 2025-12-31 |
| 86 | Farther Finance Advisors, LLC | 321,728 | $17.0M | 0.14% | 2025-12-31 |
| 87 | Waverly Advisors, LLC | 320,585 | $16.9M | 0.14% | 2025-12-31 |
| 88 | Ascent Group, LLC | 315,817 | $16.7M | 0.14% | 2025-12-31 |
| 89 | Summit Wealth Partners, LLC | 313,984 | $16.6M | 0.14% | 2025-12-31 |
| 90 | Marest Capital, LLC | 313,116 | $16.5M | 0.14% | 2025-12-31 |
| 91 | SIGNET FINANCIAL MANAGEMENT, LLC | 313,084 | $16.5M | 0.14% | 2025-12-31 |
| 92 | Baird Financial Group, Inc. | 312,581 | $16.5M | 0.14% | 2025-12-31 |
| 93 | FINANCIAL MANAGEMENT NETWORK INC | 311,796 | $16.5M | 0.14% | 2025-12-31 |
| 94 | US BANCORP \DE\ | 311,054 | $16.4M | 0.14% | 2025-12-31 |
| 95 | SCOTIA CAPITAL INC. | 305,650 | $16.1M | 0.14% | 2025-12-31 |
| 96 | Breakwater Capital Group | 303,141 | $16.0M | 0.13% | 2025-12-31 |
| 97 | &PARTNERS | 302,274 | $16.0M | 0.13% | 2025-12-31 |
| 98 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 295,000 | $15.6M | 0.13% | 2025-12-31 |
| 99 | Centerline Wealth Advisors, LLC | 292,712 | $15.4M | 0.13% | 2025-12-31 |
| 100 | Brookstone Capital Management | 291,612 | $15.4M | 0.13% | 2025-12-31 |
| 101 | CONDOR CAPITAL MANAGEMENT | 291,293 | $15.4M | 0.13% | 2025-12-31 |
| 102 | Ullmann Wealth Partners Group, LLC | 287,061 | $15.3M | 0.13% | 2025-12-31 |
| 103 | CVA Family Office, LLC | 288,464 | $15.2M | 0.13% | 2025-12-31 |
| 104 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 285,511 | $15.1M | 0.13% | 2025-12-31 |
| 105 | Van Hulzen Asset Management, LLC | 281,384 | $14.8M | 0.12% | 2025-12-31 |
| 106 | AE Wealth Management LLC | 278,113 | $14.7M | 0.12% | 2025-12-31 |
| 107 | Advocacy Wealth Management Services, LLC | 275,917 | $14.6M | 0.12% | 2025-12-31 |
| 108 | ECLECTIC ASSOCIATES INC /ADV | 273,506 | $14.4M | 0.12% | 2025-12-31 |
| 109 | WJ Wealth Management, LLC | 272,810 | $14.4M | 0.12% | 2025-12-31 |
| 110 | JT Stratford LLC | 254,719 | $13.4M | 0.11% | 2025-12-31 |
| 111 | Asio Capital, LLC | 247,077 | $13.0M | 0.11% | 2025-12-31 |
| 112 | CFS Investment Advisory Services, LLC | 245,120 | $12.9M | 0.11% | 2025-12-31 |
| 113 | Selby Wealth Management, LLC | 244,695 | $12.9M | 0.11% | 2025-12-31 |
| 114 | Scissortail Wealth Management, LLC | 242,259 | $12.8M | 0.11% | 2025-12-31 |
| 115 | Atria Investments, Inc | 240,097 | $12.7M | 0.11% | 2025-12-31 |
| 116 | 1 NORTH WEALTH SERVICES LLC | 234,598 | $12.4M | 0.10% | 2025-12-31 |
| 117 | Icon Wealth Advisors, LLC | 233,129 | $12.3M | 0.10% | 2025-12-31 |
| 118 | LHM, INC. | 228,434 | $12.1M | 0.10% | 2025-12-31 |
| 119 | Investment Planning Advisors, Inc. | 228,389 | $12.1M | 0.10% | 2025-12-31 |
| 120 | Eaton Financial Holdings Company, LLC | 221,861 | $11.7M | 0.10% | 2025-12-31 |
| 121 | World Investment Advisors | 301,049 | $11.7M | 0.13% | 2025-12-31 |
| 122 | Ducere Wealth Management LLC | 217,094 | $11.5M | 0.10% | 2025-12-31 |
| 123 | Global Retirement Partners, LLC | 215,787 | $11.4M | 0.09% | 2025-12-31 |
| 124 | Austin Private Wealth, LLC | 213,536 | $11.3M | 0.09% | 2025-12-31 |
| 125 | Modern Wealth Management, LLC | 209,340 | $11.0M | 0.09% | 2025-12-31 |
| 126 | Global Wealth Strategies & Associates | 208,323 | $11.0M | 0.09% | 2025-12-31 |
| 127 | Perigon Wealth Management, LLC | 208,013 | $11.0M | 0.09% | 2025-12-31 |
| 128 | Triad Wealth Partners, LLC | 207,433 | $10.9M | 0.09% | 2025-12-31 |
| 129 | SIGNAL TREE FINANCIAL PARTNERS LLC | 205,516 | $10.8M | 0.09% | 2025-12-31 |
| 130 | New Capital Management LP | 203,231 | $10.7M | 0.09% | 2025-12-31 |
| 131 | ELEVATUS WELATH MANAGEMENT | 199,930 | $10.6M | 0.09% | 2025-12-31 |
| 132 | Steward Partners Investment Advisory, LLC | 199,720 | $10.5M | 0.09% | 2025-12-31 |
| 133 | KESTRA PRIVATE WEALTH SERVICES, LLC | 197,383 | $10.4M | 0.09% | 2025-12-31 |
| 134 | High Falls Advisors, Inc | 196,352 | $10.4M | 0.09% | 2025-12-31 |
| 135 | STAR Financial Bank | 191,689 | $10.1M | 0.08% | 2025-12-31 |
| 136 | Cape Investment Advisory, Inc. | 189,972 | $10.0M | 0.08% | 2025-12-31 |
| 137 | Tidemark, LLC | 187,508 | $9.9M | 0.08% | 2025-12-31 |
| 138 | Mariner, LLC | 185,838 | $9.8M | 0.08% | 2025-12-31 |
| 139 | KWB Wealth | 182,593 | $9.6M | 0.08% | 2025-12-31 |
| 140 | HCR Wealth Advisors | 181,674 | $9.6M | 0.08% | 2025-12-31 |
| 141 | Juno Financial Group LLC | 181,307 | $9.6M | 0.08% | 2025-12-31 |
| 142 | Strategic Blueprint, LLC | 180,935 | $9.5M | 0.08% | 2025-12-31 |
| 143 | Scarborough Advisors, LLC | 180,633 | $9.5M | 0.08% | 2025-12-31 |
| 144 | FOUNDERS GROVE WEALTH PARTNERS, LLC | 179,651 | $9.5M | 0.08% | 2025-12-31 |
| 145 | Orion Porfolio Solutions, LLC | 175,634 | $9.3M | 0.08% | 2025-12-31 |
| 146 | BLAIR WILLIAM & CO/IL | 173,983 | $9.2M | 0.08% | 2025-12-31 |
| 147 | Vestmark Advisory Solutions, Inc. | 172,585 | $9.1M | 0.07% | 2025-12-31 |
| 148 | Apeiron RIA LLC | 171,153 | $9.0M | 0.07% | 2025-12-31 |
| 149 | RFG - Bristol Wealth Advisors, LLC | 171,381 | $9.0M | 0.07% | 2025-12-31 |
| 150 | One Wealth Advisors, LLC | 171,215 | $9.0M | 0.07% | 2025-12-31 |
| 151 | JMAC ENTERPRISES LLC | 170,182 | $9.0M | 0.07% | 2025-12-31 |
| 152 | Security Financial Services, INC. | 167,508 | $8.8M | 0.07% | 2025-12-31 |
| 153 | Stokes Family Office, LLC | 165,446 | $8.7M | 0.07% | 2025-12-31 |
| 154 | Eldridge Investment Advisors, Inc. | 159,894 | $8.4M | 0.07% | 2025-12-31 |
| 155 | Concurrent Investment Advisors, LLC | 159,101 | $8.4M | 0.07% | 2025-12-31 |
| 156 | Ancora Advisors LLC | 157,933 | $8.3M | 0.07% | 2025-12-31 |
| 157 | Phoenix Financial Ltd. | 157,029 | $8.3M | 0.07% | 2025-12-31 |
| 158 | Stone House Investment Management, LLC | 154,963 | $8.2M | 0.07% | 2025-12-31 |
| 159 | UNIQUE WEALTH, LLC | 151,826 | $8.0M | 0.06% | 2025-12-31 |
| 160 | Alternative Investment Advisors, LLC. | 149,760 | $7.9M | 0.06% | 2025-12-31 |
| 161 | STEPHENS INC /AR/ | 149,474 | $7.9M | 0.06% | 2025-12-31 |
| 162 | IFP Advisors, Inc | 146,547 | $7.7M | 0.06% | 2025-12-31 |
| 163 | Beacon Bridge Wealth Partners, LLC | 146,148 | $7.7M | 0.06% | 2025-12-31 |
| 164 | Trek Financial, LLC | 144,630 | $7.6M | 0.06% | 2025-12-31 |
| 165 | J HAGAN CAPITAL, INC. | 144,166 | $7.6M | 0.06% | 2025-12-31 |
| 166 | Bay Rivers Group | 143,897 | $7.6M | 0.06% | 2025-12-31 |
| 167 | McNaughton Wealth Management, LLC | 142,991 | $7.5M | 0.06% | 2025-12-31 |
| 168 | Arax Advisory Partners | 142,790 | $7.5M | 0.06% | 2025-12-31 |
| 169 | INTEGRITY ALLIANCE, LLC. | 141,860 | $7.5M | 0.06% | 2025-12-31 |
| 170 | Heritage Trust Co | 138,162 | $7.3M | 0.06% | 2025-12-31 |
| 171 | TSA Wealth Managment LLC | 136,740 | $7.2M | 0.06% | 2025-12-31 |
| 172 | Gateway Wealth Partners, LLC | 136,527 | $7.2M | 0.06% | 2025-12-31 |
| 173 | Capital Advisors Wealth Management, LLC | 131,716 | $7.0M | 0.06% | 2025-12-31 |
| 174 | Invst, LLC | 128,930 | $6.9M | 0.05% | 2025-12-31 |
| 175 | Advisory Services Network, LLC | 126,828 | $6.7M | 0.05% | 2025-12-31 |
| 176 | Family Management Corp | 126,543 | $6.7M | 0.05% | 2025-12-31 |
| 177 | Cedar Mountain Advisors, LLC | 126,058 | $6.7M | 0.05% | 2025-12-31 |
| 178 | Ashton Thomas Private Wealth, LLC | 125,182 | $6.6M | 0.05% | 2025-12-31 |
| 179 | Focus Partners Wealth | 123,914 | $6.5M | 0.05% | 2025-12-31 |
| 180 | WEALTH ALLIANCE, LLC | 123,459 | $6.5M | 0.05% | 2025-12-31 |
| 181 | Diversify Advisory Services, LLC | 122,230 | $6.5M | 0.05% | 2025-12-31 |
| 182 | Regal Investment Advisors LLC | 122,244 | $6.5M | 0.05% | 2025-12-31 |
| 183 | Shared Vision Wealth Group LLC | 120,808 | $6.4M | 0.05% | 2025-12-31 |
| 184 | Joseph P. Lucia & Associates, LLC | 120,897 | $6.4M | 0.05% | 2025-12-31 |
| 185 | Peak Wealth Management LLC | 120,037 | $6.3M | 0.05% | 2025-12-31 |
| 186 | Detalus Advisors, LLC | 113,159 | $6.0M | 0.05% | 2025-12-31 |
| 187 | Apex Wealth Management, LLC | 111,127 | $5.9M | 0.05% | 2025-12-31 |
| 188 | Cyndeo Wealth Partners, LLC | 111,529 | $5.9M | 0.05% | 2025-12-31 |
| 189 | Valmark Advisers, Inc. | 110,735 | $5.8M | 0.05% | 2025-12-31 |
| 190 | BCGM Wealth Management, LLC | 109,568 | $5.8M | 0.05% | 2025-12-31 |
| 191 | Mutual Advisors, LLC | 106,752 | $5.6M | 0.04% | 2025-12-31 |
| 192 | Cornerstone Wealth Group, LLC | 104,350 | $5.5M | 0.04% | 2025-12-31 |
| 193 | FFG RETIREMENT ADVISORS LLC | 104,010 | $5.5M | 0.04% | 2025-12-31 |
| 194 | Rollins Financial Advisors, LLC | 103,578 | $5.5M | 0.04% | 2025-12-31 |
| 195 | Embree Financial Group | 103,460 | $5.5M | 0.04% | 2025-12-31 |
| 196 | Foundry Financial Group, Inc. | 103,247 | $5.4M | 0.04% | 2025-12-31 |
| 197 | ONE Advisory Partners, LLC | 102,956 | $5.4M | 0.04% | 2025-12-31 |
| 198 | Shepherd Financial Partners LLC | 102,689 | $5.4M | 0.04% | 2025-12-31 |
| 199 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 102,058 | $5.4M | 0.04% | 2025-12-31 |
| 200 | Koshinski Asset Management, Inc. | 101,741 | $5.4M | 0.04% | 2025-12-31 |
| 201 | PAX Financial Group, LLC | 101,092 | $5.3M | 0.04% | 2025-12-31 |
| 202 | U.S. Capital Wealth Advisors, LLC | 100,791 | $5.3M | 0.04% | 2025-12-31 |
| 203 | Goldstein Advisors, LLC | 100,194 | $5.3M | 0.04% | 2025-12-31 |
| 204 | Snowden Capital Advisors LLC | 100,105 | $5.3M | 0.04% | 2025-12-31 |
| 205 | Trivium Point Advisory, LLC | 99,057 | $5.2M | 0.04% | 2025-12-31 |
| 206 | MATRIX PRIVATE CAPITAL GROUP LLC | 99,023 | $5.2M | 0.04% | 2025-12-31 |
| 207 | Synergy Investment Management, LLC | 98,646 | $5.2M | 0.04% | 2025-12-31 |
| 208 | Csenge Advisory Group | 97,748 | $5.2M | 0.04% | 2025-12-31 |
| 209 | Central Pacific Bank - Trust Division | 97,223 | $5.1M | 0.04% | 2025-12-31 |
| 210 | Canvas Wealth Advisors, LLC | 96,056 | $5.1M | 0.04% | 2025-12-31 |
| 211 | Sterling Investment Advisors, Ltd. | 92,800 | $4.9M | 0.04% | 2025-12-31 |
| 212 | Mayflower Financial Advisors, LLC | 91,087 | $4.8M | 0.04% | 2025-12-31 |
| 213 | Bedminster, LLC | 90,441 | $4.8M | 0.04% | 2025-12-31 |
| 214 | Bay Harbor Wealth Management, LLC | 89,998 | $4.7M | 0.04% | 2025-12-31 |
| 215 | Midwest Capital Advisors, LLC | 89,442 | $4.7M | 0.04% | 2025-12-31 |
| 216 | Sovran Advisors, LLC | 88,353 | $4.7M | 0.04% | 2025-12-31 |
| 217 | SigFig Wealth Management, LLC | 88,334 | $4.7M | 0.04% | 2025-12-31 |
| 218 | CASTLE WEALTH MANAGEMENT LLC | 87,913 | $4.6M | 0.04% | 2025-12-31 |
| 219 | Carson Advisory Inc. | 87,352 | $4.6M | 0.04% | 2025-12-31 |
| 220 | ShoreHaven Wealth Partners, LLC | 86,813 | $4.6M | 0.04% | 2025-12-31 |
| 221 | IFG Advisory, LLC | 85,535 | $4.5M | 0.03% | 2025-12-31 |
| 222 | J. Mark Nickell & Co. | 83,684 | $4.4M | 0.03% | 2025-12-31 |
| 223 | Wealthcare Advisory Partners LLC | 82,441 | $4.4M | 0.03% | 2025-12-31 |
| 224 | Focus Financial Network, Inc. | 82,316 | $4.3M | 0.03% | 2025-12-31 |
| 225 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 82,085 | $4.3M | 0.03% | 2025-12-31 |
| 226 | Cobblestone Asset Management LLC | 81,703 | $4.3M | 0.03% | 2025-12-31 |
| 227 | SWP FINANCIAL LLC | 78,473 | $4.1M | 0.03% | 2025-12-31 |
| 228 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 76,842 | $4.1M | 0.03% | 2025-12-31 |
| 229 | Elevated Financial Group LLC | 75,478 | $4.0M | 0.03% | 2025-12-31 |
| 230 | FINANCIAL LIFE ADVISORS | 75,212 | $4.0M | 0.03% | 2025-12-31 |
| 231 | Daviman Financial, LLC | 73,874 | $3.9M | 0.03% | 2025-12-31 |
| 232 | KICKSTAND VENTURES, LLC. | 72,914 | $3.8M | 0.03% | 2025-12-31 |
| 233 | Robertson Stephens Wealth Management, LLC | 70,993 | $3.7M | 0.03% | 2025-12-31 |
| 234 | True Vision MN LLC | 70,552 | $3.7M | 0.03% | 2025-12-31 |
| 235 | Bauman Advisory Group, LLC | 70,467 | $3.7M | 0.03% | 2025-12-31 |
| 236 | Stratos Wealth Advisors, LLC | 70,405 | $3.7M | 0.03% | 2025-12-31 |
| 237 | EHRLICH FINANCIAL GROUP | 70,361 | $3.7M | 0.03% | 2025-12-31 |
| 238 | BOS Asset Management, LLC | 68,519 | $3.6M | 0.03% | 2025-12-31 |
| 239 | TABLEAUX LLC | 65,245 | $3.6M | 0.03% | 2025-12-31 |
| 240 | L & S Advisors Inc | 68,195 | $3.6M | 0.03% | 2025-12-31 |
| 241 | ArborFi Advisors, LLC | 67,669 | $3.6M | 0.03% | 2025-12-31 |
| 242 | WBH ADVISORY INC | 67,421 | $3.6M | 0.03% | 2025-12-31 |
| 243 | DIVERSIFY WEALTH MANAGEMENT, LLC | 66,521 | $3.5M | 0.03% | 2025-12-31 |
| 244 | Cypress Wealth Services, LLC | 66,750 | $3.5M | 0.03% | 2025-12-31 |
| 245 | Apollon Wealth Management, LLC | 66,606 | $3.5M | 0.03% | 2025-12-31 |
| 246 | CURTIS WEALTH MANAGEMENT LLC | 66,205 | $3.5M | 0.03% | 2025-12-31 |
| 247 | TITLEIST ASSET MANAGEMENT, LLC | 66,094 | $3.5M | 0.03% | 2025-12-31 |
| 248 | NTV Asset Management LLC | 65,860 | $3.5M | 0.03% | 2025-12-31 |
| 249 | Pettinga Financial Advisors LLC | 65,702 | $3.5M | 0.03% | 2025-12-31 |
| 250 | Lunt Capital Management, Inc. | 65,240 | $3.4M | 0.03% | 2025-12-31 |
| 251 | Spectrum Planning & Advisory Services Inc. | 64,505 | $3.4M | 0.02% | 2025-12-31 |
| 252 | Bluesphere Advisors, LLC | 63,665 | $3.4M | 0.02% | 2025-12-31 |
| 253 | Onyx Bridge Wealth Group LLC | 63,386 | $3.3M | 0.02% | 2025-12-31 |
| 254 | O'ROURKE & COMPANY, Inc | 63,337 | $3.3M | 0.02% | 2025-12-31 |
| 255 | Centurion Wealth Management LLC | 63,296 | $3.3M | 0.02% | 2025-12-31 |
| 256 | WETZEL INVESTMENT ADVISORS, INC. | 62,390 | $3.3M | 0.02% | 2025-12-31 |
| 257 | TritonPoint Partners, LLC | 61,615 | $3.3M | 0.02% | 2025-12-31 |
| 258 | Vermillion & White Wealth Management Group, LLC | 61,350 | $3.2M | 0.02% | 2025-12-31 |
| 259 | Foundry Financial LLC | 61,386 | $3.2M | 0.02% | 2025-12-31 |
| 260 | EQ LLC | 61,012 | $3.2M | 0.02% | 2025-12-31 |
| 261 | RENAISSANCE TECHNOLOGIES LLC | 60,151 | $3.2M | 0.02% | 2025-12-31 |
| 262 | COMERICA BANK | 59,461 | $3.1M | 0.02% | 2025-12-31 |
| 263 | Buttonwood Financial Group, LLC | 58,905 | $3.1M | 0.02% | 2025-12-31 |
| 264 | Braun-Bostich & Associates Inc. | 58,968 | $3.1M | 0.02% | 2025-12-31 |
| 265 | Owen LaRue, LLC | 58,697 | $3.1M | 0.02% | 2025-12-31 |
| 266 | Simplicity Wealth,LLC | 57,910 | $3.1M | 0.02% | 2025-12-31 |
| 267 | Autumn Glory Partners, LLC | 57,476 | $3.0M | 0.02% | 2025-12-31 |
| 268 | RMR Capital Management, LLC | 57,264 | $3.0M | 0.02% | 2025-12-31 |
| 269 | GRIMES & COMPANY, INC. | 56,802 | $3.0M | 0.02% | 2025-12-31 |
| 270 | Optivise Advisory Services LLC | 56,438 | $3.0M | 0.02% | 2025-12-31 |
| 271 | SOFI WEALTH, LLC | 56,245 | $3.0M | 0.02% | 2025-12-31 |
| 272 | WCG Wealth Advisors LLC | 56,044 | $3.0M | 0.02% | 2025-12-31 |
| 273 | PRINCIPAL SECURITIES, INC. | 55,740 | $2.9M | 0.02% | 2025-12-31 |
| 274 | WealthShield Partners, LLC | 55,533 | $2.9M | 0.02% | 2025-12-31 |
| 275 | Castle Rock Wealth Management, LLC | 54,197 | $2.9M | 0.02% | 2025-12-31 |
| 276 | Blue Trust, Inc. | 54,110 | $2.9M | 0.02% | 2025-12-31 |
| 277 | Liberty Atlantic Advisors LLC | 53,285 | $2.8M | 0.02% | 2025-12-31 |
| 278 | LIBERTY WEALTH MANAGEMENT LLC | 53,194 | $2.8M | 0.02% | 2025-12-31 |
| 279 | Sigma Planning Corp | 52,554 | $2.8M | 0.02% | 2025-12-31 |
| 280 | Tennessee Valley Asset Management Partners | 52,585 | $2.8M | 0.02% | 2025-12-31 |
| 281 | DecisionMap Wealth Management, LLC | 52,396 | $2.8M | 0.02% | 2025-12-31 |
| 282 | AXXCESS WEALTH MANAGEMENT, LLC | 52,288 | $2.8M | 0.02% | 2025-12-31 |
| 283 | Keystone Financial Group | 52,036 | $2.7M | 0.02% | 2025-12-31 |
| 284 | BROOKS, MOORE & ASSOCIATES, INC. | 51,925 | $2.7M | 0.02% | 2025-12-31 |
| 285 | West Wealth Group, LLC | 50,978 | $2.7M | 0.02% | 2025-12-31 |
| 286 | Keystone Financial Services | 50,532 | $2.7M | 0.02% | 2025-12-31 |
| 287 | LEIGH BALDWIN & CO., LLC | 50,419 | $2.7M | 0.02% | 2025-12-31 |
| 288 | Vise Technologies, Inc. | 50,389 | $2.7M | 0.02% | 2025-12-31 |
| 289 | Finhabits Advisors LLC | 50,068 | $2.6M | 0.02% | 2025-12-31 |
| 290 | ENDEAVOR PRIVATE WEALTH, INC. | 48,694 | $2.6M | 0.02% | 2025-12-31 |
| 291 | Prosperity Consulting Group, LLC | 48,607 | $2.6M | 0.02% | 2025-12-31 |
| 292 | MA Private Wealth | 48,595 | $2.6M | 0.02% | 2025-12-31 |
| 293 | Allen Capital Group, LLC | 48,173 | $2.5M | 0.02% | 2025-12-31 |
| 294 | ASHTON THOMAS SECURITIES, LLC | 48,170 | $2.5M | 0.02% | 2025-12-31 |
| 295 | THEORY FINANCIAL LLC | 47,672 | $2.5M | 0.02% | 2025-12-31 |
| 296 | 5T Wealth, LLC | 47,589 | $2.5M | 0.02% | 2025-12-31 |
| 297 | Argent Trust Co | 47,442 | $2.5M | 0.02% | 2025-12-31 |
| 298 | Emergent Wealth Advisors, LLC | 46,135 | $2.4M | 0.02% | 2025-12-31 |
| 299 | Claro Advisors LLC | 46,055 | $2.4M | 0.02% | 2025-12-31 |
| 300 | Cypress Capital Group | 45,985 | $2.4M | 0.02% | 2025-12-31 |
| 301 | Atlatl Advisers LLC | 45,619 | $2.4M | 0.02% | 2025-12-31 |
| 302 | Arkadios Wealth Advisors | 45,165 | $2.4M | 0.02% | 2025-12-31 |
| 303 | EWA, LLC | 45,002 | $2.4M | 0.02% | 2025-12-31 |
| 304 | TrueMark Investments, LLC | 45,000 | $2.4M | 0.02% | 2025-12-31 |
| 305 | TBH Global Asset Management, LLC | 44,900 | $2.4M | 0.02% | 2025-12-31 |
| 306 | Beckerman Institutional, LLC | 44,897 | $2.4M | 0.02% | 2025-12-31 |
| 307 | MERCER GLOBAL ADVISORS INC /ADV | 44,008 | $2.3M | 0.02% | 2025-12-31 |
| 308 | Range Financial Group LLC | 43,821 | $2.3M | 0.02% | 2025-12-31 |
| 309 | CIBC Private Wealth Group LLC | 43,303 | $2.3M | 0.01% | 2025-12-31 |
| 310 | Cornerstone Planning Group LLC | 42,596 | $2.3M | 0.01% | 2025-12-31 |
| 311 | Hoxton Planning & Management, LLC | 42,792 | $2.3M | 0.01% | 2025-12-31 |
| 312 | WATERSHED PRIVATE WEALTH LLC | 42,226 | $2.2M | 0.01% | 2025-12-31 |
| 313 | Royal Capital Wealth Management, LLC | 41,931 | $2.2M | 0.01% | 2025-12-31 |
| 314 | GILPIN WEALTH MANAGEMENT, LLC | 41,894 | $2.2M | 0.01% | 2025-12-31 |
| 315 | Tradition Wealth Management, LLC | 41,865 | $2.2M | 0.01% | 2025-12-31 |
| 316 | Cassilly Financial Group LLC | 41,135 | $2.2M | 0.01% | 2025-12-31 |
| 317 | CLIENT 1ST ADVISORY GROUP, LLC | 40,705 | $2.1M | 0.01% | 2025-12-31 |
| 318 | Vertex Planning Partners, LLC | 40,310 | $2.1M | 0.01% | 2025-12-31 |
| 319 | Lansing Street Advisors | 40,092 | $2.1M | 0.01% | 2025-12-31 |
| 320 | ORBA Wealth Advisors, L.L.C. | 39,645 | $2.1M | 0.01% | 2025-12-31 |
| 321 | Williams Jones Wealth Management, LLC. | 39,172 | $2.1M | 0.01% | 2025-12-31 |
| 322 | May Hill Capital, LLC | 38,808 | $2.0M | 0.01% | 2025-12-31 |
| 323 | RDA Financial Network | 38,408 | $2.0M | 0.01% | 2025-12-31 |
| 324 | A4 Wealth Advisors LLC | 38,054 | $2.0M | 0.01% | 2025-12-31 |
| 325 | Gotham Asset Management, LLC | 37,233 | $2.0M | 0.01% | 2025-12-31 |
| 326 | Chatterton & Associates Inc. | 37,133 | $2.0M | 0.01% | 2025-12-31 |
| 327 | Sentinus, LLC | 36,995 | $2.0M | 0.01% | 2025-12-31 |
| 328 | Vines Capital Management, LLC | 35,591 | $1.9M | 0.01% | 2025-12-31 |
| 329 | VERUS CAPITAL PARTNERS, LLC | 35,577 | $1.9M | 0.01% | 2025-12-31 |
| 330 | BlackDiamond Wealth Management, LLC | 35,351 | $1.9M | 0.01% | 2025-12-31 |
| 331 | BENJAMIN EDWARDS INC | 33,938 | $1.8M | 0.01% | 2025-12-31 |
| 332 | Creative Planning | 33,507 | $1.8M | 0.01% | 2025-12-31 |
| 333 | KINGSWOOD WEALTH ADVISORS, LLC | 33,445 | $1.8M | 0.01% | 2025-12-31 |
| 334 | ONE WEALTH CAPITAL MANAGEMENT, LLC | 32,801 | $1.7M | 0.01% | 2025-12-31 |
| 335 | Box Hill Private Wealth LLC | 32,649 | $1.7M | 0.01% | 2025-12-31 |
| 336 | Lifelong Wealth Advisors, Inc. | 32,521 | $1.7M | 0.01% | 2025-12-31 |
| 337 | Patriot Financial Group Insurance Agency, LLC | 32,479 | $1.7M | 0.01% | 2025-12-31 |
| 338 | Tyche Wealth Partners LLC | 32,393 | $1.7M | 0.01% | 2025-12-31 |
| 339 | Fiduciary Trust Co | 32,004 | $1.7M | 0.01% | 2025-12-31 |
| 340 | MCGUIRE CAPITAL ADVISORS INC | 31,795 | $1.7M | 0.01% | 2025-12-31 |
| 341 | Hurley Capital, LLC | 31,241 | $1.6M | 0.01% | 2025-12-31 |
| 342 | Mosley Wealth Management | 30,937 | $1.6M | 0.01% | 2025-12-31 |
| 343 | TWIN PEAKS WEALTH ADVISORS, LLC | 30,889 | $1.6M | 0.01% | 2025-12-31 |
| 344 | Williams & Novak, LLC | 31,011 | $1.6M | 0.01% | 2025-12-31 |
| 345 | BEACON FINANCIAL PLANNING, INC | 30,216 | $1.6M | 0.01% | 2025-12-31 |
| 346 | Sculati Wealth Management, LLC | 30,104 | $1.6M | 0.01% | 2025-12-31 |
| 347 | Element Wealth, LLC | 30,091 | $1.6M | 0.01% | 2025-12-31 |
| 348 | Triad Investment Management | 29,193 | $1.5M | 0.01% | 2025-12-31 |
| 349 | Legacy Edge Advisors, LLC | 29,001 | $1.5M | 0.01% | 2025-12-31 |
| 350 | Strategic Equity Management | 28,771 | $1.5M | 0.01% | 2025-12-31 |
| 351 | CREATIVE FINANCIAL DESIGNS INC /ADV | 28,751 | $1.5M | 0.01% | 2025-12-31 |
| 352 | CIBC WORLD MARKET INC. | 28,737 | $1.5M | 0.01% | 2025-12-31 |
| 353 | Davis Wealth Advisors, LLC | 28,466 | $1.5M | 0.01% | 2025-12-31 |
| 354 | RFG Advisory, LLC | 27,870 | $1.5M | 0.01% | 2025-12-31 |
| 355 | Impact Partnership Wealth, LLC | 27,785 | $1.5M | 0.01% | 2025-12-31 |
| 356 | HARBOUR INVESTMENTS, INC. | 27,653 | $1.5M | 0.01% | 2025-12-31 |
| 357 | Visionary Horizons, LLC | 27,595 | $1.5M | 0.01% | 2025-12-31 |
| 358 | Empire Financial Management Company, LLC | 27,557 | $1.5M | 0.01% | 2025-12-31 |
| 359 | WealthPLAN Partners, LLC | 27,470 | $1.4M | 0.01% | 2025-12-31 |
| 360 | Prospera Financial Services Inc | 27,424 | $1.4M | 0.01% | 2025-12-31 |
| 361 | PRIVATE TRUST CO NA | 27,418 | $1.4M | 0.01% | 2025-12-31 |
| 362 | Polaris Investment Advisors, LLC | 27,107 | $1.4M | 0.01% | 2025-12-31 |
| 363 | J.E. Simmons & Co., P.C. | 27,094 | $1.4M | 0.01% | 2025-12-31 |
| 364 | Archer Investment Management, LLC | 27,091 | $1.4M | 0.01% | 2025-12-31 |
| 365 | EP Wealth Advisors, LLC | 26,702 | $1.4M | 0.01% | 2025-12-31 |
| 366 | ELEVATION POINT WEALTH PARTNERS, LLC | 26,536 | $1.4M | 0.01% | 2025-12-31 |
| 367 | Strategic Financial Concepts, LLC | 26,269 | $1.4M | 0.01% | 2025-12-31 |
| 368 | BCU Wealth Advisors, LLC | 26,129 | $1.4M | 0.01% | 2025-12-31 |
| 369 | Barnes Wealth Management Group, Inc | 25,613 | $1.4M | 0.01% | 2025-12-31 |
| 370 | Signature Wealth Management Partners, LLC | 25,535 | $1.3M | 0.01% | 2025-12-31 |
| 371 | Avidian Wealth Enterprises, LLC | 25,529 | $1.3M | 0.01% | 2025-12-31 |
| 372 | Walkner Condon Financial Advisors LLC | 25,465 | $1.3M | 0.01% | 2025-12-31 |
| 373 | FIRETHORN WEALTH PARTNERS, LLC | 25,208 | $1.3M | 0.01% | 2025-12-31 |
| 374 | Signature Resources Capital Management, LLC | 25,010 | $1.3M | 0.01% | 2025-12-31 |
| 375 | J.M. Arbour, LLC | 24,969 | $1.3M | 0.01% | 2025-12-31 |
| 376 | Financial Planning Hawaii, Inc. | 24,723 | $1.3M | 0.01% | 2025-12-31 |
| 377 | LAFFER TENGLER INVESTMENTS, INC. | 24,721 | $1.3M | 0.01% | 2025-12-31 |
| 378 | Fairvoy Private Wealth, LLC | 24,525 | $1.3M | 0.01% | 2025-12-31 |
| 379 | John W. Brooker & Co., CPAs | 24,252 | $1.3M | 0.01% | 2025-12-31 |
| 380 | KPP Advisory Services LLC | 23,840 | $1.3M | 0.01% | 2025-12-31 |
| 381 | AQR CAPITAL MANAGEMENT LLC | 23,748 | $1.3M | 0.01% | 2025-12-31 |
| 382 | Heritage Family Offices, LLP | 23,747 | $1.3M | 0.01% | 2025-12-31 |
| 383 | ALTERNA WEALTH MANAGEMENT, INC | 23,614 | $1.2M | 0.01% | 2025-12-31 |
| 384 | DUDLEY CAPITAL MANAGEMENT, LLC | 23,589 | $1.2M | 0.01% | 2025-12-31 |
| 385 | Savvy Advisors, Inc. | 22,992 | $1.2M | 0.01% | 2025-12-31 |
| 386 | Transamerica Financial Advisors, LLC | 22,949 | $1.2M | 0.01% | 2025-12-31 |
| 387 | Tempus Wealth Planning, LLC | 22,833 | $1.2M | 0.01% | 2025-12-31 |
| 388 | Spire Wealth Management | 22,751 | $1.2M | 0.01% | 2025-12-31 |
| 389 | Clearview Wealth Advisors LLC | 22,741 | $1.2M | 0.01% | 2025-12-31 |
| 390 | McKinley Carter Wealth Services, Inc. | 22,709 | $1.2M | 0.01% | 2025-12-31 |
| 391 | LifePlan Investment Advisors, Inc. | 22,597 | $1.2M | 0.01% | 2025-12-31 |
| 392 | Garden State Investment Advisory Services LLC | 22,510 | $1.2M | 0.01% | 2025-12-31 |
| 393 | J.W. COLE ADVISORS, INC. | 112,157 | $1.2M | 0.05% | 2025-12-31 |
| 394 | Sherman Wealth Management LLC | 22,094 | $1.2M | 0.01% | 2025-12-31 |
| 395 | Traveka Wealth, LLC | 22,058 | $1.2M | 0.01% | 2025-12-31 |
| 396 | Richard P Slaughter Associates Inc | 21,881 | $1.2M | 0.01% | 2025-12-31 |
| 397 | B. Riley Wealth Advisors, Inc. | 21,519 | $1.1M | 0.00% | 2025-12-31 |
| 398 | NewEdge Wealth, LLC | 21,422 | $1.1M | 0.00% | 2025-12-31 |
| 399 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,322 | $1.1M | 0.00% | 2025-12-31 |
| 400 | Gen-Wealth Partners Inc | 21,216 | $1.1M | 0.00% | 2025-12-31 |
| 401 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 21,103 | $1.1M | 0.00% | 2025-12-31 |
| 402 | Integrity Advisory Solutions, LLC | 21,044 | $1.1M | 0.00% | 2025-12-31 |
| 403 | Concorde Asset Management, LLC | 20,978 | $1.1M | 0.00% | 2025-12-31 |
| 404 | HFG Advisors, Inc. | 20,884 | $1.1M | 0.00% | 2025-12-31 |
| 405 | Two West Capital Advisors LLC | 20,315 | $1.1M | 0.00% | 2025-12-31 |
| 406 | Worth Financial Advisory Group, LLC | 20,289 | $1.1M | 0.00% | 2025-12-31 |
| 407 | Western Wealth Management, LLC | 20,210 | $1.1M | 0.00% | 2025-12-31 |
| 408 | Prime Capital Investment Advisors, LLC | 19,994 | $1.1M | 0.00% | 2025-12-31 |
| 409 | REGIMEN WEALTH, LLC | 19,767 | $1.0M | 0.00% | 2025-12-31 |
| 410 | Lionsbridge Wealth Management LLC | 19,697 | $1.0M | 0.00% | 2025-12-31 |
| 411 | Newport Capital Group, LLC | 2,440 | $1.0M | 0.00% | 2025-12-31 |
| 412 | WealthPoint Financial, LLC | 19,468 | $1.0M | 0.00% | 2025-12-31 |
| 413 | Cerity Partners LLC | 19,460 | $1.0M | 0.00% | 2025-12-31 |
| 414 | CARY STREET PARTNERS FINANCIAL LLC | 19,399 | $1.0M | 0.00% | 2025-12-31 |
| 415 | WEALTHGARDEN F.S. LLC | 19,273 | $1.0M | 0.00% | 2025-12-31 |
| 416 | Beacon Financial Advisory LLC | 19,319 | $1.0M | 0.00% | 2025-12-31 |
| 417 | Mayfair Advisory Group, LLC | 19,133 | $1.0M | 0.00% | 2025-12-31 |
| 418 | Gladstone Institutional Advisory LLC | 19,136 | $1.0M | 0.00% | 2025-12-31 |
| 419 | First Heartland Consultants, Inc. | 18,807 | $992.4K | 0.00% | 2025-12-31 |
| 420 | XY Planning Network, Inc. | 18,804 | $992.3K | 0.00% | 2025-12-31 |
| 421 | BANK OF MONTREAL /CAN/ | 18,764 | $990.2K | 0.00% | 2025-12-31 |
| 422 | DAVENPORT & Co LLC | 18,719 | $987.8K | 0.00% | 2025-12-31 |
| 423 | MISSION WEALTH MANAGEMENT, LP | 18,664 | $984.9K | 0.00% | 2025-12-31 |
| 424 | Quantinno Capital Management LP | 18,610 | $982.0K | 0.00% | 2025-12-31 |
| 425 | Portfolio Resources Advisor Group, Inc. | 18,428 | $972.4K | 0.00% | 2025-12-31 |
| 426 | RCS Financial Planning, LLC | 18,162 | $958.4K | 0.00% | 2025-12-31 |
| 427 | Avid Wealth Partners LLC | 18,104 | $955.3K | 0.00% | 2025-12-31 |
| 428 | Rialto Wealth Management, LLC | 17,778 | $938.1K | 0.00% | 2025-12-31 |
| 429 | Sowell Financial Services LLC | 17,312 | $913.5K | 0.00% | 2025-12-31 |
| 430 | Waterfront Wealth Inc. | 17,067 | $905.3K | 0.00% | 2025-12-31 |
| 431 | GeoWealth Management, LLC | 17,087 | $901.6K | 0.00% | 2025-12-31 |
| 432 | NWAM LLC | 16,852 | $898.4K | 0.00% | 2025-12-31 |
| 433 | MSH Capital Advisors LLC | 16,877 | $890.6K | 0.00% | 2025-12-31 |
| 434 | UPTICK PARTNERS, LLC | 16,759 | $884.4K | 0.00% | 2025-12-31 |
| 435 | REICON WEALTH ADVISORS, LLC | 16,532 | $872.4K | 0.00% | 2025-12-31 |
| 436 | Kilter Group LLC | 16,318 | $868.8K | 0.00% | 2025-12-31 |
| 437 | M1 Capital Management LLC | 16,143 | $851.9K | 0.00% | 2025-12-31 |
| 438 | CRA Financial Services, LLC | 15,845 | $836.2K | 0.00% | 2025-12-31 |
| 439 | Triton Wealth Management, PLLC | 15,522 | $820.4K | 0.00% | 2025-12-31 |
| 440 | MKT Advisors LLC | 15,405 | $814.2K | 0.00% | 2025-12-31 |
| 441 | Maia Wealth LLC | 15,315 | $813.4K | 0.00% | 2025-12-31 |
| 442 | HANCOCK WHITNEY CORP | 15,362 | $810.6K | 0.00% | 2025-12-31 |
| 443 | Signal Advisors Wealth, LLC | 15,356 | $810.4K | 0.00% | 2025-12-31 |
| 444 | BUSH INVESTMENT GROUP, LLC | 15,011 | $799.2K | 0.00% | 2025-12-31 |
| 445 | MGB Wealth Management, LLC | 15,100 | $796.8K | 0.00% | 2025-12-31 |
| 446 | SENTINEL PENSION ADVISORS, LLC | 14,928 | $787.7K | 0.00% | 2025-12-31 |