CUSIP 09631P102
BLUEROCK PVT REAL ESTATE FD
337 institutions · $919.4M total · 67,306,356 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | CAPTRUST FINANCIAL ADVISORS | 7,879,641 | $118.2M | 11.70% | 2025-12-31 |
| 2 | LPL Financial LLC | 5,464,769 | $82.0M | 8.11% | 2025-12-31 |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,287,735 | $64.3M | 6.37% | 2025-12-31 |
| 4 | Cetera Investment Advisers | 3,212,160 | $48.2M | 4.77% | 2025-12-31 |
| 5 | Focus Partners Wealth | 3,173,430 | $47.6M | 4.71% | 2025-12-31 |
| 6 | Saba Capital Management, L.P. | 3,074,615 | $46.1M | 4.56% | 2025-12-31 |
| 7 | OSAIC HOLDINGS, INC. | 1,493,512 | $22.4M | 2.21% | 2025-12-31 |
| 8 | TRAPHAGEN INVESTMENT ADVISORS LLC | 1,147,161 | $17.2M | 1.70% | 2025-12-31 |
| 9 | Quadrant Private Wealth Management, LLC | 1,097,721 | $16.5M | 1.63% | 2025-12-31 |
| 10 | HighTower Advisors, LLC | 1,029,924 | $15.4M | 1.53% | 2025-12-31 |
| 11 | Sunbelt Securities, Inc. | 1,024,719 | $15.4M | 1.52% | 2025-12-31 |
| 12 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1,004,483 | $15.1M | 1.49% | 2025-12-31 |
| 13 | Pasadena Private Wealth, LLC | 995,768 | $14.9M | 1.47% | 2025-12-31 |
| 14 | JANE STREET GROUP, LLC | 904,098 | $13.6M | 1.34% | 2025-12-31 |
| 15 | Thomas J. Herzfeld Advisors, Inc. | 854,779 | $12.8M | 1.26% | 2025-12-31 |
| 16 | WELLS FARGO & COMPANY/MN | 773,008 | $11.6M | 1.14% | 2025-12-31 |
| 17 | BSW Wealth Partners | 552,074 | $8.3M | 0.82% | 2025-12-31 |
| 18 | Brookstone Capital Management | 531,637 | $8.0M | 0.78% | 2025-12-31 |
| 19 | Callan Family Office, LLC | 514,501 | $7.7M | 0.76% | 2025-12-31 |
| 20 | MORGAN STANLEY | 504,649 | $7.6M | 0.74% | 2025-12-31 |
| 21 | Modern Wealth Management, LLC | 461,429 | $6.9M | 0.68% | 2025-12-31 |
| 22 | CITADEL ADVISORS LLC | 429,890 | $6.4M | 0.63% | 2025-12-31 |
| 23 | Octavia Wealth Advisors, LLC | 426,592 | $6.4M | 0.63% | 2025-12-31 |
| 24 | Guardian Financial Partners, LLC | 422,713 | $6.3M | 0.62% | 2025-12-31 |
| 25 | Integrated Wealth Concepts LLC | 402,335 | $6.0M | 0.59% | 2025-12-31 |
| 26 | Wilkerson Advisory Group LLC | 398,735 | $6.0M | 0.59% | 2025-12-31 |
| 27 | Soltis Investment Advisors LLC | 385,613 | $5.8M | 0.57% | 2025-12-31 |
| 28 | Sanctuary Advisors, LLC | 355,644 | $5.3M | 0.52% | 2025-12-31 |
| 29 | Avantax Planning Partners, Inc. | 353,799 | $5.3M | 0.52% | 2025-12-31 |
| 30 | SCS Capital Management LLC | 349,971 | $5.2M | 0.51% | 2025-12-31 |
| 31 | Creative Planning | 348,351 | $5.2M | 0.51% | 2025-12-31 |
| 32 | Turning Point Benefit Group, Inc. | 299,676 | $4.5M | 0.44% | 2025-12-31 |
| 33 | CATHY PARETO & ASSOCIATES, INC | 299,533 | $4.5M | 0.44% | 2025-12-31 |
| 34 | COMMONWEALTH EQUITY SERVICES, LLC | 296,152 | $4.4M | 0.44% | 2025-12-31 |
| 35 | Cerity Partners LLC | 295,206 | $4.4M | 0.43% | 2025-12-31 |
| 36 | Compound Planning, Inc. | 274,160 | $4.1M | 0.40% | 2025-12-31 |
| 37 | Arkadios Wealth Advisors | 258,701 | $3.9M | 0.38% | 2025-12-31 |
| 38 | PINKERTON WEALTH, LLC | 257,019 | $3.9M | 0.38% | 2025-12-31 |
| 39 | Beacon Pointe Advisors, LLC | 256,009 | $3.8M | 0.38% | 2025-12-31 |
| 40 | Rossby Financial, LCC | 254,779 | $3.8M | 0.37% | 2025-12-31 |
| 41 | Mariner, LLC | 254,700 | $3.8M | 0.37% | 2025-12-31 |
| 42 | J.W. COLE ADVISORS, INC. | 255,928 | $3.8M | 0.38% | 2025-12-31 |
| 43 | Apollo Management Holdings, L.P. | 249,192 | $3.7M | 0.37% | 2025-12-31 |
| 44 | Aptus Capital Advisors, LLC | 247,889 | $3.7M | 0.36% | 2025-12-31 |
| 45 | Bulldog Investors, LLP | 242,504 | $3.6M | 0.36% | 2025-12-31 |
| 46 | Nova R Wealth, Inc. | 236,558 | $3.5M | 0.35% | 2025-12-31 |
| 47 | AE Wealth Management LLC | 234,522 | $3.5M | 0.34% | 2025-12-31 |
| 48 | SHERMAN PORFOLIOS, LLC | 230,024 | $3.5M | 0.34% | 2025-12-31 |
| 49 | GUARDIAN WEALTH ADVISORS, LLC / NC | 228,454 | $3.4M | 0.33% | 2025-12-31 |
| 50 | Kestra Advisory Services, LLC | 225,544 | $3.4M | 0.33% | 2025-12-31 |
| 51 | Capital Investment Advisory Services, LLC | 223,443 | $3.4M | 0.33% | 2025-12-31 |
| 52 | Almitas Capital LLC | 212,185 | $3.2M | 0.31% | 2025-12-31 |
| 53 | Schubert & Co | 204,245 | $3.1M | 0.30% | 2025-12-31 |
| 54 | Perigon Wealth Management, LLC | 196,617 | $2.9M | 0.29% | 2025-12-31 |
| 55 | Family Office Research LLC | 190,618 | $2.9M | 0.28% | 2025-12-31 |
| 56 | NewEdge Advisors, LLC | 188,949 | $2.8M | 0.28% | 2025-12-31 |
| 57 | Advisor OS, LLC | 184,225 | $2.8M | 0.27% | 2025-12-31 |
| 58 | MJP ASSOCIATES INC /ADV | 184,225 | $2.8M | 0.27% | 2025-12-31 |
| 59 | Coppell Advisory Solutions LLC | 184,118 | $2.8M | 0.27% | 2025-12-31 |
| 60 | Lakeridge Wealth Management LLC | 178,553 | $2.7M | 0.26% | 2025-12-31 |
| 61 | RAYMOND JAMES FINANCIAL INC | 175,955 | $2.6M | 0.26% | 2025-12-31 |
| 62 | CALTON & ASSOCIATES, INC. | 174,471 | $2.6M | 0.25% | 2025-12-31 |
| 63 | Advisory Alpha, LLC | 173,648 | $2.6M | 0.25% | 2025-12-31 |
| 64 | GREENUP STREET WEALTH MANAGEMENT LLC | 171,703 | $2.6M | 0.25% | 2025-12-31 |
| 65 | AlphaStar Capital Management, LLC | 170,311 | $2.6M | 0.25% | 2025-12-31 |
| 66 | Atlantic Union Bankshares Corp | 160,805 | $2.4M | 0.23% | 2025-12-31 |
| 67 | Trivium Point Advisory, LLC | 159,263 | $2.4M | 0.23% | 2025-12-31 |
| 68 | Western Wealth Management, LLC | 154,368 | $2.3M | 0.22% | 2025-12-31 |
| 69 | Waverly Advisors, LLC | 153,829 | $2.3M | 0.22% | 2025-12-31 |
| 70 | WealthPoint Financial, LLC | 147,266 | $2.2M | 0.21% | 2025-12-31 |
| 71 | Matisse Capital | 146,900 | $2.2M | 0.21% | 2025-12-31 |
| 72 | Strategic Blueprint, LLC | 143,464 | $2.2M | 0.21% | 2025-12-31 |
| 73 | Foundations Investment Advisors, LLC | 139,790 | $2.1M | 0.20% | 2025-12-31 |
| 74 | Envestnet Portfolio Solutions, Inc. | 139,340 | $2.1M | 0.20% | 2025-12-31 |
| 75 | Cornerstone Advisory, LLC | 138,573 | $2.1M | 0.20% | 2025-12-31 |
| 76 | JBR Co Financial Management Inc | 135,086 | $2.0M | 0.20% | 2025-12-31 |
| 77 | KICKSTAND VENTURES, LLC. | 134,075 | $2.0M | 0.19% | 2025-12-31 |
| 78 | IFG Advisory, LLC | 132,164 | $2.0M | 0.19% | 2025-12-31 |
| 79 | Integrity Advisory Solutions, LLC | 131,325 | $2.0M | 0.19% | 2025-12-31 |
| 80 | Kropog Financial Group, LLC | 131,085 | $2.0M | 0.19% | 2025-12-31 |
| 81 | Madrona Financial Services, LLC | 125,293 | $1.9M | 0.18% | 2025-12-31 |
| 82 | Ausdal Financial Partners, Inc. | 122,765 | $1.8M | 0.18% | 2025-12-31 |
| 83 | Closed-End Fund Advisors, Inc. | 122,645 | $1.8M | 0.18% | 2025-12-31 |
| 84 | Berkeley, Inc | 122,264 | $1.8M | 0.18% | 2025-12-31 |
| 85 | Marex Group plc | 118,111 | $1.8M | 0.17% | 2025-12-31 |
| 86 | Mutual Advisors, LLC | 117,710 | $1.8M | 0.17% | 2025-12-31 |
| 87 | Ignite Planners, LLC | 105,996 | $1.8M | 0.15% | 2025-12-31 |
| 88 | SageView Advisory Group, LLC | 116,506 | $1.7M | 0.17% | 2025-12-31 |
| 89 | Global Retirement Partners, LLC | 112,052 | $1.7M | 0.16% | 2025-12-31 |
| 90 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 112,394 | $1.7M | 0.16% | 2025-12-31 |
| 91 | Trek Financial, LLC | 110,843 | $1.7M | 0.16% | 2025-12-31 |
| 92 | Naviter Wealth, LLC | 108,233 | $1.6M | 0.16% | 2025-12-31 |
| 93 | Stratos Wealth Partners, LTD. | 107,928 | $1.6M | 0.16% | 2025-12-31 |
| 94 | Glass Jacobson Investment Advisors llc | 106,775 | $1.6M | 0.15% | 2025-12-31 |
| 95 | Veracity Capital LLC | 105,628 | $1.6M | 0.15% | 2025-12-31 |
| 96 | DUDLEY CAPITAL MANAGEMENT, LLC | 103,392 | $1.6M | 0.15% | 2025-12-31 |
| 97 | Wealthcare Advisory Partners LLC | 101,257 | $1.5M | 0.15% | 2025-12-31 |
| 98 | US BANCORP \DE\ | 93,303 | $1.4M | 0.13% | 2025-12-31 |
| 99 | Patriot Financial Group Insurance Agency, LLC | 90,982 | $1.4M | 0.13% | 2025-12-31 |
| 100 | Orion Porfolio Solutions, LLC | 90,969 | $1.4M | 0.13% | 2025-12-31 |
| 101 | Private Advisor Group, LLC | 90,363 | $1.4M | 0.13% | 2025-12-31 |
| 102 | Socha Financial Group, LLC | 89,667 | $1.3M | 0.13% | 2025-12-31 |
| 103 | Koshinski Asset Management, Inc. | 88,464 | $1.3M | 0.13% | 2025-12-31 |
| 104 | Summit Investment Advisory Services, LLC | 87,096 | $1.3M | 0.12% | 2025-12-31 |
| 105 | WCG Wealth Advisors LLC | 86,814 | $1.3M | 0.12% | 2025-12-31 |
| 106 | SILVER OAK SECURITIES, INCORPORATED | 86,580 | $1.3M | 0.12% | 2025-12-31 |
| 107 | TRUIST FINANCIAL CORP | 85,702 | $1.3M | 0.12% | 2025-12-31 |
| 108 | AMJ Financial Wealth Management | 80,149 | $1.2M | 0.11% | 2025-12-31 |
| 109 | RHS Financial, LLC | 79,186 | $1.2M | 0.11% | 2025-12-31 |
| 110 | Dynamic Advisor Solutions LLC | 77,868 | $1.2M | 0.11% | 2025-12-31 |
| 111 | Berger Financial Group, Inc | 77,311 | $1.2M | 0.11% | 2025-12-31 |
| 112 | IHT Wealth Management, LLC | 76,969 | $1.2M | 0.11% | 2025-12-31 |
| 113 | Gallacher Capital Management LLC | 76,854 | $1.2M | 0.11% | 2025-12-31 |
| 114 | Welch Financial Planning, LLC | 74,080 | $1.1M | 0.11% | 2025-12-31 |
| 115 | Rockefeller Capital Management L.P. | 73,720 | $1.1M | 0.10% | 2025-12-31 |
| 116 | LongView Wealth Management | 69,517 | $1.1M | 0.10% | 2025-12-31 |
| 117 | OneDigital Investment Advisors LLC | 72,408 | $1.1M | 0.10% | 2025-12-31 |
| 118 | DRIVE WEALTH MANAGEMENT, LLC | 72,252 | $1.1M | 0.10% | 2025-12-31 |
| 119 | Summit Financial Wealth Advisors, LLC | 72,208 | $1.1M | 0.10% | 2025-12-31 |
| 120 | StoneX Group Inc. | 71,215 | $1.1M | 0.10% | 2025-12-31 |
| 121 | Stratos Wealth Advisors, LLC | 69,019 | $1.0M | 0.10% | 2025-12-31 |
| 122 | Financial Gravity Asset Management, Inc. | 68,644 | $1.0M | 0.10% | 2025-12-31 |
| 123 | Blackhawk Capital Partners LLC. | 66,702 | $1.0M | 0.09% | 2025-12-31 |
| 124 | ENVESTNET ASSET MANAGEMENT INC | 65,569 | $983.5K | 0.09% | 2025-12-31 |
| 125 | UBS Group AG | 63,725 | $955.9K | 0.09% | 2025-12-31 |
| 126 | Arax Advisory Partners | 61,030 | $915.5K | 0.09% | 2025-12-31 |
| 127 | Trademark Financial Management, LLC | 59,093 | $886.4K | 0.08% | 2025-12-31 |
| 128 | Farther Finance Advisors, LLC | 58,226 | $873.4K | 0.08% | 2025-12-31 |
| 129 | CARY STREET PARTNERS FINANCIAL LLC | 56,045 | $840.7K | 0.08% | 2025-12-31 |
| 130 | Merit Financial Group, LLC | 55,159 | $827.4K | 0.08% | 2025-12-31 |
| 131 | Stewardship Advisors, LLC | 51,672 | $775.1K | 0.07% | 2025-12-31 |
| 132 | WORLD EQUITY GROUP, INC. | 50,400 | $756.0K | 0.07% | 2025-12-31 |
| 133 | RETIREMENT FINANCIAL SOLUTIONS, LLC | 50,291 | $754.4K | 0.07% | 2025-12-31 |
| 134 | Claro Advisors LLC | 50,204 | $753.1K | 0.07% | 2025-12-31 |
| 135 | WBI INVESTMENTS, LLC | 48,575 | $728.6K | 0.07% | 2025-12-31 |
| 136 | Equitable Holdings, Inc. | 48,571 | $728.6K | 0.07% | 2025-12-31 |
| 137 | HRC WEALTH MANAGEMENT, LLC | 46,724 | $700.9K | 0.06% | 2025-12-31 |
| 138 | DAVENPORT & Co LLC | 46,324 | $694.9K | 0.06% | 2025-12-31 |
| 139 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 45,633 | $684.5K | 0.06% | 2025-12-31 |
| 140 | BELLEVUE ASSET MANAGEMENT, LLC | 45,466 | $681.1K | 0.06% | 2025-12-31 |
| 141 | Csenge Advisory Group | 45,077 | $676.2K | 0.06% | 2025-12-31 |
| 142 | TCFG WEALTH MANAGEMENT, LLC | 44,494 | $667.4K | 0.06% | 2025-12-31 |
| 143 | Baird Financial Group, Inc. | 44,276 | $664.1K | 0.06% | 2025-12-31 |
| 144 | Tradition Wealth Management, LLC | 43,700 | $655.5K | 0.06% | 2025-12-31 |
| 145 | BOKF, NA | 41,767 | $626.5K | 0.06% | 2025-12-31 |
| 146 | B. Riley Wealth Advisors, Inc. | 39,980 | $599.7K | 0.05% | 2025-12-31 |
| 147 | MILESTONE ASSET MANAGEMENT, LLC | 39,647 | $594.7K | 0.05% | 2025-12-31 |
| 148 | Chicago Partners Investment Group LLC | 37,908 | $593.3K | 0.05% | 2025-12-31 |
| 149 | United Advisor Group, LLC | 38,189 | $572.8K | 0.05% | 2025-12-31 |
| 150 | Summit Financial, LLC | 38,098 | $571.5K | 0.05% | 2025-12-31 |
| 151 | Advisory Services Network, LLC | 37,878 | $568.2K | 0.05% | 2025-12-31 |
| 152 | Seven Springs Wealth Group, LLC | 37,490 | $562.4K | 0.05% | 2025-12-31 |
| 153 | EARNED WEALTH ADVISORS, LLC | 37,254 | $558.8K | 0.05% | 2025-12-31 |
| 154 | Capital Investment Counsel, Inc | 36,412 | $546.2K | 0.05% | 2025-12-31 |
| 155 | Fiduciary Alliance LLC | 35,904 | $538.6K | 0.05% | 2025-12-31 |
| 156 | RMR Wealth Builders | 35,735 | $536.0K | 0.05% | 2025-12-31 |
| 157 | ELEVATION POINT WEALTH PARTNERS, LLC | 35,441 | $531.6K | 0.05% | 2025-12-31 |
| 158 | Syntegra Private Wealth Group, LLC | 35,330 | $530.0K | 0.05% | 2025-12-31 |
| 159 | Savvy Advisors, Inc. | 34,796 | $521.9K | 0.05% | 2025-12-31 |
| 160 | Prime Capital Investment Advisors, LLC | 34,685 | $520.3K | 0.05% | 2025-12-31 |
| 161 | Regal Investment Advisors LLC | 34,245 | $513.7K | 0.05% | 2025-12-31 |
| 162 | Spinnaker Investment Group, LLC | 32,982 | $494.7K | 0.04% | 2025-12-31 |
| 163 | BlackRock, Inc. | 32,935 | $494.0K | 0.04% | 2025-12-31 |
| 164 | JPMORGAN CHASE & CO | 32,688 | $490.3K | 0.04% | 2025-12-31 |
| 165 | Bleakley Financial Group, LLC | 32,623 | $489.3K | 0.04% | 2025-12-31 |
| 166 | LRI Investments, LLC | 32,303 | $484.5K | 0.04% | 2025-12-31 |
| 167 | AlphaCore Capital LLC | 31,946 | $479.2K | 0.04% | 2025-12-31 |
| 168 | BlueChip Wealth Advisors LLC | 31,367 | $470.5K | 0.04% | 2025-12-31 |
| 169 | PFG Investments, LLC | 30,558 | $458.4K | 0.04% | 2025-12-31 |
| 170 | Intelligence Driven Advisers, LLC | 30,452 | $456.8K | 0.04% | 2025-12-31 |
| 171 | FAS Wealth Partners, Inc. | 29,177 | $437.7K | 0.04% | 2025-12-31 |
| 172 | CLG LLC | 29,113 | $436.7K | 0.04% | 2025-12-31 |
| 173 | Hilltop Holdings Inc. | 27,377 | $410.7K | 0.04% | 2025-12-31 |
| 174 | Wealthspire Advisors, LLC | 27,315 | $409.7K | 0.04% | 2025-12-31 |
| 175 | BETO FINANCIAL GROUP, LLC | 25,137 | $406.7K | 0.03% | 2025-12-31 |
| 176 | Cornerstone Wealth Management, LLC | 26,377 | $395.7K | 0.03% | 2025-12-31 |
| 177 | WILLNER & HELLER, LLC | 26,191 | $392.9K | 0.03% | 2025-12-31 |
| 178 | Madison Wealth Partners, Inc | 25,190 | $377.9K | 0.03% | 2025-12-31 |
| 179 | Providence Wealth Advisors, LLC | 24,737 | $376.3K | 0.03% | 2025-12-31 |
| 180 | Sage Mountain Advisors LLC | 24,978 | $374.7K | 0.03% | 2025-12-31 |
| 181 | TrueMark Investments, LLC | 24,085 | $361.3K | 0.03% | 2025-12-31 |
| 182 | Gen-Wealth Partners Inc | 24,064 | $361.0K | 0.03% | 2025-12-31 |
| 183 | EverSource Wealth Advisors, LLC | 23,634 | $354.5K | 0.03% | 2025-12-31 |
| 184 | Sound View Wealth Advisors Group, LLC | 23,467 | $352.0K | 0.03% | 2025-12-31 |
| 185 | Magnolia Private Wealth, LLC | 23,421 | $351.3K | 0.03% | 2025-12-31 |
| 186 | AMERIFLEX GROUP, INC. | 23,045 | $345.7K | 0.03% | 2025-12-31 |
| 187 | Fisher Asset Management, LLC | 22,531 | $338.0K | 0.03% | 2025-12-31 |
| 188 | Plan Group Financial, LLC | 22,214 | $333.2K | 0.03% | 2025-12-31 |
| 189 | Professional Financial Advisors, LLC | 22,196 | $332.9K | 0.03% | 2025-12-31 |
| 190 | Synergy Investment Management, LLC | 21,322 | $319.8K | 0.03% | 2025-12-31 |
| 191 | GTS SECURITIES LLC | 21,104 | $316.6K | 0.03% | 2025-12-31 |
| 192 | EVOLVE PRIVATE WEALTH, LLC | 20,800 | $312.0K | 0.03% | 2025-12-31 |
| 193 | JMG Financial Group, Ltd. | 20,785 | $311.8K | 0.03% | 2025-12-31 |
| 194 | ZACKS INVESTMENT MANAGEMENT | 20,767 | $311.5K | 0.03% | 2025-12-31 |
| 195 | KINGSWOOD WEALTH ADVISORS, LLC | 20,724 | $310.9K | 0.03% | 2025-12-31 |
| 196 | KEYBANK NATIONAL ASSOCIATION/OH | 20,619 | $309.3K | 0.03% | 2025-12-31 |
| 197 | FIRST TRUST ADVISORS LP | 20,262 | $303.9K | 0.03% | 2025-12-31 |
| 198 | Sound Income Strategies, LLC | 18,545 | $299.1K | 0.02% | 2025-12-31 |
| 199 | AVISO WEALTH MANAGEMENT | 19,617 | $294.3K | 0.02% | 2025-12-31 |
| 200 | Cooper Financial Group | 18,598 | $279.0K | 0.02% | 2025-12-31 |
| 201 | BIP Wealth, LLC | 18,416 | $276.2K | 0.02% | 2025-12-31 |
| 202 | PFG Advisors | 18,036 | $270.5K | 0.02% | 2025-12-31 |
| 203 | Benson Wealth Management INC | 17,966 | $269.5K | 0.02% | 2025-12-31 |
| 204 | Intrua Financial, LLC | 17,923 | $268.8K | 0.02% | 2025-12-31 |
| 205 | CHOREO, LLC | 17,903 | $268.5K | 0.02% | 2025-12-31 |
| 206 | TUCKER ASSET MANAGEMENT LLC | 17,712 | $265.7K | 0.02% | 2025-12-31 |
| 207 | SeaCrest Wealth Management, LLC | 17,896 | $263.3K | 0.02% | 2025-12-31 |
| 208 | AXXCESS WEALTH MANAGEMENT, LLC | 17,494 | $262.4K | 0.02% | 2025-12-31 |
| 209 | Total Clarity Wealth Management, Inc. | 17,232 | $258.5K | 0.02% | 2025-12-31 |
| 210 | Signal Advisors Wealth, LLC | 16,745 | $251.2K | 0.02% | 2025-12-31 |
| 211 | American Institute for Advanced Investment Management, LLP | 16,732 | $251.0K | 0.02% | 2025-12-31 |
| 212 | Continuum Advisory, LLC | 16,637 | $249.6K | 0.02% | 2025-12-31 |
| 213 | WEATHERLY ASSET MANAGEMENT L. P. | 16,387 | $245.8K | 0.02% | 2025-12-31 |
| 214 | AMERIPRISE FINANCIAL INC | 16,237 | $243.6K | 0.02% | 2025-12-31 |
| 215 | Vise Technologies, Inc. | 16,225 | $243.4K | 0.02% | 2025-12-31 |
| 216 | AJ Advisors, LLC | 16,199 | $243.0K | 0.02% | 2025-12-31 |
| 217 | Gaddis Premier Wealth Advisors LLC | 15,778 | $236.7K | 0.02% | 2025-12-31 |
| 218 | Brucke Financial, Inc. | 15,317 | $229.8K | 0.02% | 2025-12-31 |
| 219 | INSIGNEO ADVISORY SERVICES, LLC | 14,917 | $223.8K | 0.02% | 2025-12-31 |
| 220 | Miracle Mile Advisors, LLC | 14,816 | $222.2K | 0.02% | 2025-12-31 |
| 221 | Boreal Capital Management LLC | 14,744 | $221.2K | 0.02% | 2025-12-31 |
| 222 | Cross Staff Investments Inc | 14,649 | $219.7K | 0.02% | 2025-12-31 |
| 223 | Belpointe Asset Management LLC | 14,550 | $218.3K | 0.02% | 2025-12-31 |
| 224 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,460 | $216.9K | 0.02% | 2025-12-31 |
| 225 | Inspire Advisors, LLC | 14,366 | $215.5K | 0.02% | 2025-12-31 |
| 226 | Golden State Wealth Management, LLC | 14,303 | $214.5K | 0.02% | 2025-12-31 |
| 227 | Lifeworks Advisors, LLC | 14,066 | $211.0K | 0.02% | 2025-12-31 |
| 228 | Allen Capital Group, LLC | 13,872 | $208.1K | 0.02% | 2025-12-31 |
| 229 | GM Advisory Group, LLC | 12,958 | $194.4K | 0.01% | 2025-12-31 |
| 230 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 12,861 | $192.9K | 0.01% | 2025-12-31 |
| 231 | Montis Financial, LLC | 12,802 | $192.0K | 0.01% | 2025-12-31 |
| 232 | 25 LLC | 12,585 | $188.8K | 0.01% | 2025-12-31 |
| 233 | Ritter Daniher Financial Advisory LLC / DE | 12,560 | $188.4K | 0.01% | 2025-12-31 |
| 234 | SAX WEALTH ADVISORS, LLC | 12,461 | $186.9K | 0.01% | 2025-12-31 |
| 235 | D.A. DAVIDSON & CO. | 12,221 | $183.3K | 0.01% | 2025-12-31 |
| 236 | Robertson Stephens Wealth Management, LLC | 12,025 | $180.4K | 0.01% | 2025-12-31 |
| 237 | Cresset Asset Management, LLC | 11,878 | $178.2K | 0.01% | 2025-12-31 |
| 238 | Strategic Advocates LLC | 11,577 | $173.7K | 0.01% | 2025-12-31 |
| 239 | Oregon Pacific Wealth Management, LLC | 11,499 | $172.5K | 0.01% | 2025-12-31 |
| 240 | Apollon Wealth Management, LLC | 11,455 | $171.8K | 0.01% | 2025-12-31 |
| 241 | Quartz Partners, LLC | 11,434 | $171.5K | 0.01% | 2025-12-31 |
| 242 | Safeguard Investment Advisory Group, LLC | 11,111 | $166.7K | 0.01% | 2025-12-31 |
| 243 | Applied Capital LLC | 10,937 | $164.1K | 0.01% | 2025-12-31 |
| 244 | KWB Wealth | 10,803 | $162.0K | 0.01% | 2025-12-31 |
| 245 | SFG Wealth Management, LLC. | 10,684 | $160.3K | 0.01% | 2025-12-31 |
| 246 | Curi Capital, LLC | 10,541 | $158.1K | 0.01% | 2025-12-31 |
| 247 | IFP Advisors, Inc | 10,481 | $157.2K | 0.01% | 2025-12-31 |
| 248 | Sowell Financial Services LLC | 10,240 | $153.6K | 0.01% | 2025-12-31 |
| 249 | Resurgent Financial Advisors LLC | 10,234 | $153.5K | 0.01% | 2025-12-31 |
| 250 | BOS Asset Management, LLC | 10,033 | $150.5K | 0.01% | 2025-12-31 |
| 251 | HM PAYSON & CO | 9,124 | $136.9K | 0.01% | 2025-12-31 |
| 252 | Legacy Wealth Managment, LLC/ID | 8,622 | $129.3K | 0.01% | 2025-12-31 |
| 253 | Royal Bank of Canada | 8,174 | $123.0K | 0.01% | 2025-12-31 |
| 254 | Allworth Financial LP | 7,359 | $110.4K | 0.01% | 2025-12-31 |
| 255 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6,965 | $104.5K | 0.01% | 2025-12-31 |
| 256 | Arlington Trust Co LLC | 6,464 | $97.0K | 0.00% | 2025-12-31 |
| 257 | Anchor Investment Management, LLC | 6,427 | $96.4K | 0.00% | 2025-12-31 |
| 258 | Wealth Watch Advisors, INC | 6,246 | $93.7K | 0.00% | 2025-12-31 |
| 259 | BANK OF AMERICA CORP /DE/ | 6,107 | $91.6K | 0.00% | 2025-12-31 |
| 260 | INVESTMENT COUNSEL CO OF NEVADA | 6,062 | $90.9K | 0.00% | 2025-12-31 |
| 261 | CIBC Private Wealth Group LLC | 5,985 | $89.8K | 0.00% | 2025-12-31 |
| 262 | DiNuzzo Private Wealth, Inc. | 5,444 | $81.7K | 0.00% | 2025-12-31 |
| 263 | PNC Financial Services Group, Inc. | 5,416 | $81.2K | 0.00% | 2025-12-31 |
| 264 | Blue Trust, Inc. | 4,710 | $70.7K | 0.00% | 2025-12-31 |
| 265 | Cambridge Investment Research Advisors, Inc. | 4,382,006 | $65.7K | 6.51% | 2025-12-31 |
| 266 | Private Wealth Asset Management, LLC | 4,378 | $65.7K | 0.00% | 2025-12-31 |
| 267 | Asset Dedication, LLC | 4,186 | $62.8K | 0.00% | 2025-12-31 |
| 268 | MassMutual Private Wealth & Trust, FSB | 4,065 | $61.0K | 0.00% | 2025-12-31 |
| 269 | TD Waterhouse Canada Inc. | 4,000 | $59.6K | 0.00% | 2025-12-31 |
| 270 | Litman Gregory Wealth Management LLC | 3,755 | $56.3K | 0.00% | 2025-12-31 |
| 271 | GHP Investment Advisors, Inc. | 3,572 | $53.6K | 0.00% | 2025-12-31 |
| 272 | CENTRAL TRUST Co | 3,541 | $53.1K | 0.00% | 2025-12-31 |
| 273 | Reyes Financial Architecture, Inc. | 3,084 | $46.3K | 0.00% | 2025-12-31 |
| 274 | MAI Capital Management | 2,836 | $42.5K | 0.00% | 2025-12-31 |
| 275 | New Millennium Group LLC | 2,513 | $37.7K | 0.00% | 2025-12-31 |
| 276 | First Command Advisory Services, Inc. | 2,450 | $36.8K | 0.00% | 2025-12-31 |
| 277 | REAP Financial Group, LLC | 2,310 | $34.6K | 0.00% | 2025-12-31 |
| 278 | COMERICA BANK | 2,079 | $31.2K | 0.00% | 2025-12-31 |
| 279 | Clearstead Advisors, LLC | 2,068 | $31.0K | 0.00% | 2025-12-31 |
| 280 | Kingdom Financial Group LLC. | 2,020 | $30.3K | 0.00% | 2025-12-31 |
| 281 | WPG Advisers, LLC | 1,861 | $27.9K | 0.00% | 2025-12-31 |
| 282 | Kilter Group LLC | 1,458 | $21.9K | 0.00% | 2025-12-31 |
| 283 | Commonwealth Retirement Investments LLC | 1,416 | $21.2K | 0.00% | 2025-12-31 |
| 284 | Dunhill Financial, LLC | 1,393 | $20.9K | 0.00% | 2025-12-31 |
| 285 | Triumph Capital Management | 1,295 | $19.4K | 0.00% | 2025-12-31 |
| 286 | AdvisorNet Financial, Inc | 1,233 | $18.5K | 0.00% | 2025-12-31 |
| 287 | FIFTH THIRD BANCORP | 1,150 | $17.3K | 0.00% | 2025-12-31 |
| 288 | Quest 10 Wealth Builders, Inc. | 1,077 | $16.2K | 0.00% | 2025-12-31 |
| 289 | Truvestments Capital LLC | 1,034 | $15.5K | 0.00% | 2025-12-31 |
| 290 | ASSETMARK, INC | 1,026 | $15.4K | 0.00% | 2025-12-31 |
| 291 | GPS Wealth Strategies Group, LLC | 932 | $14.0K | 0.00% | 2025-12-31 |
| 292 | Vermillion Wealth Management, Inc. | 893 | $13.4K | 0.00% | 2025-12-31 |
| 293 | JONES FINANCIAL COMPANIES LLLP | 815 | $12.2K | 0.00% | 2025-12-31 |
| 294 | Steward Partners Investment Advisory, LLC | 741 | $11.1K | 0.00% | 2025-12-31 |
| 295 | WFA of San Diego, LLC | 705 | $10.6K | 0.00% | 2025-12-31 |
| 296 | CREATIVE FINANCIAL DESIGNS INC /ADV | 677 | $10.2K | 0.00% | 2025-12-31 |
| 297 | Lloyd Advisory Services, LLC. | 628 | $9.4K | 0.00% | 2025-12-31 |
| 298 | Ankerstar Wealth, LLC | 592 | $8.9K | 0.00% | 2025-12-31 |
| 299 | Lodestone Wealth Management LLC | 547 | $8.2K | 0.00% | 2025-12-31 |
| 300 | Transce3nd, LLC | 506 | $8.1K | 0.00% | 2025-12-31 |
| 301 | Navalign, LLC | 533 | $8.0K | 0.00% | 2025-12-31 |
| 302 | BARRETT & COMPANY, INC. | 519 | $7.8K | 0.00% | 2025-12-31 |
| 303 | BROWN BROTHERS HARRIMAN & CO | 491 | $7.4K | 0.00% | 2025-12-31 |
| 304 | Elevated Capital Advisors, LLC | 435 | $6.5K | 0.00% | 2025-12-31 |
| 305 | Pinnacle Wealth Planning Services, Inc. | 384 | $5.8K | 0.00% | 2025-12-31 |
| 306 | SIT INVESTMENT ASSOCIATES INC | 350,000 | $5.3K | 0.52% | 2025-12-31 |
| 307 | United Community Bank | 334 | $5.0K | 0.00% | 2025-12-31 |
| 308 | PITTENGER & ANDERSON INC | 311 | $4.7K | 0.00% | 2025-12-31 |
| 309 | Key Capital Management, INC | 310 | $4.7K | 0.00% | 2025-12-31 |
| 310 | Smartleaf Asset Management LLC | 307 | $4.6K | 0.00% | 2025-12-31 |
| 311 | Key Financial Inc | 294 | $4.4K | 0.00% | 2025-12-31 |
| 312 | Salomon & Ludwin, LLC | 277 | $4.2K | 0.00% | 2025-12-31 |
| 313 | Moisand Fitzgerald Tamayo, LLC | 253 | $3.8K | 0.00% | 2025-12-31 |
| 314 | Transamerica Financial Advisors, LLC | 240 | $3.6K | 0.00% | 2025-12-31 |
| 315 | CENTAURUS FINANCIAL, INC. | 227,415 | $3.4K | 0.33% | 2025-12-31 |
| 316 | Beaird Harris Wealth Management, LLC | 222 | $3.3K | 0.00% | 2025-12-31 |
| 317 | LaSalle St. Investment Advisors, LLC | 197,153 | $3.0K | 0.29% | 2025-12-31 |
| 318 | Arete Wealth Advisors, LLC | 186,203 | $2.8K | 0.27% | 2025-12-31 |
| 319 | Virtu Financial LLC | 169,818 | $2.5K | 0.25% | 2025-12-31 |
| 320 | Quaker Wealth Management, LLC | 150 | $2.3K | 0.00% | 2025-12-31 |
| 321 | TSFG, LLC | 123,796 | $1.9K | 0.18% | 2025-12-31 |
| 322 | Hughes Financial Services, LLC | 122 | $1.8K | 0.00% | 2025-12-31 |
| 323 | M Holdings Securities, Inc. | 121,213 | $1.8K | 0.18% | 2025-12-31 |
| 324 | JNBA Financial Advisors | 97 | $1.5K | 0.00% | 2025-12-31 |
| 325 | CWM, LLC | 95,208 | $1.4K | 0.14% | 2025-12-31 |
| 326 | CX Institutional | 90,621 | $1.4K | 0.13% | 2025-12-31 |
| 327 | ORG Partners LLC | 87 | $1.3K | 0.00% | 2025-12-31 |
| 328 | HRT FINANCIAL LP | 38,279 | $574 | 0.05% | 2025-12-31 |
| 329 | Investor's Fiduciary Advisor Network, LLC | 19,978 | $299 | 0.02% | 2025-12-31 |
| 330 | THOROUGHBRED FINANCIAL SERVICES, LLC | 19,491 | $292 | 0.02% | 2025-12-31 |
| 331 | Motiv8 Investments LLC | 11,386 | $171 | 0.01% | 2025-12-31 |
| 332 | Smithfield Trust Co | 2,908 | $44 | 0.00% | 2025-12-31 |
| 333 | Russell Investments Group, Ltd. | 2 | $30 | 0.00% | 2025-12-31 |
| 334 | IFC & Insurance Marketing, Inc. | 1,759 | $26 | 0.00% | 2025-12-31 |
| 335 | Capital Analysts, LLC | 1,291 | $19 | 0.00% | 2025-12-31 |
| 336 | BESSEMER GROUP INC | 753 | $11 | 0.00% | 2025-12-31 |
| 337 | Navigoe, LLC | 113 | $1 | 0.00% | 2025-12-31 |