CUSIP 14020W106
CAPITAL GROUP DIVIDEND VALUE
452 institutions · $18.02B total · 412,648,292 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 63,490,640 | $2.77B | 15.38% | 2025-12-31 |
| 2 | Capital International Investors | 22,899,119 | $999.3M | 5.54% | 2025-12-31 |
| 3 | MORGAN STANLEY | 22,831,150 | $996.4M | 5.53% | 2025-12-31 |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 18,829,604 | $821.7M | 4.56% | 2025-12-31 |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18,754,937 | $818.5M | 4.54% | 2025-12-31 |
| 6 | Cetera Investment Advisers | 16,399,426 | $715.7M | 3.97% | 2025-12-31 |
| 7 | RAYMOND JAMES FINANCIAL INC | 13,720,813 | $598.8M | 3.32% | 2025-12-31 |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 12,355,874 | $539.2M | 2.99% | 2025-12-31 |
| 9 | WELLS FARGO & COMPANY/MN | 11,178,816 | $487.8M | 2.70% | 2025-12-31 |
| 10 | JONES FINANCIAL COMPANIES LLLP | 10,322,178 | $450.5M | 2.50% | 2025-12-31 |
| 11 | Capital Group Private Client Services, Inc. | 10,152,683 | $443.1M | 2.46% | 2025-12-31 |
| 12 | Advance Capital Management, Inc. | 10,051,233 | $438.6M | 2.43% | 2025-12-31 |
| 13 | UBS Group AG | 9,221,069 | $402.4M | 2.23% | 2025-12-31 |
| 14 | BANK OF AMERICA CORP /DE/ | 9,157,289 | $399.6M | 2.21% | 2025-12-31 |
| 15 | OSAIC HOLDINGS, INC. | 7,966,653 | $347.7M | 1.93% | 2025-12-31 |
| 16 | Royal Bank of Canada | 6,219,193 | $271.4M | 1.50% | 2025-12-31 |
| 17 | Confluence Wealth Services, Inc. | 5,788,946 | $252.6M | 1.40% | 2025-12-31 |
| 18 | Kestra Advisory Services, LLC | 5,096,745 | $222.4M | 1.23% | 2025-12-31 |
| 19 | MML INVESTORS SERVICES, LLC | 4,921,276 | $214.8M | 1.19% | 2025-12-31 |
| 20 | STIFEL FINANCIAL CORP | 4,620,201 | $201.6M | 1.11% | 2025-12-31 |
| 21 | D.A. DAVIDSON & CO. | 3,541,612 | $154.6M | 0.85% | 2025-12-31 |
| 22 | AXXCESS WEALTH MANAGEMENT, LLC | 3,520,015 | $153.6M | 0.85% | 2025-12-31 |
| 23 | Private Advisor Group, LLC | 3,511,207 | $153.2M | 0.85% | 2025-12-31 |
| 24 | Bogart Wealth, LLC | 2,379,570 | $103.8M | 0.57% | 2025-12-31 |
| 25 | &PARTNERS | 2,379,691 | $103.8M | 0.57% | 2025-12-31 |
| 26 | Johnson Bixby & Associates, LLC | 2,071,128 | $90.4M | 0.50% | 2025-12-31 |
| 27 | Kestra Investment Management, LLC | 2,045,637 | $89.3M | 0.49% | 2025-12-31 |
| 28 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,853,415 | $80.9M | 0.44% | 2025-12-31 |
| 29 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,818,650 | $80.7M | 0.44% | 2025-12-31 |
| 30 | Baird Financial Group, Inc. | 1,848,175 | $80.7M | 0.44% | 2025-12-31 |
| 31 | HighTower Advisors, LLC | 1,803,336 | $78.7M | 0.43% | 2025-12-31 |
| 32 | Mariner, LLC | 1,766,516 | $77.1M | 0.42% | 2025-12-31 |
| 33 | Merit Financial Group, LLC | 1,739,077 | $75.9M | 0.42% | 2025-12-31 |
| 34 | SEI INVESTMENTS CO | 1,641,702 | $71.6M | 0.39% | 2025-12-31 |
| 35 | IAM Advisory, LLC | 1,426,848 | $62.3M | 0.34% | 2025-12-31 |
| 36 | Equitable Holdings, Inc. | 1,426,110 | $62.2M | 0.34% | 2025-12-31 |
| 37 | TRUIST FINANCIAL CORP | 1,410,832 | $61.6M | 0.34% | 2025-12-31 |
| 38 | Aptus Capital Advisors, LLC | 1,372,295 | $59.9M | 0.33% | 2025-12-31 |
| 39 | NewEdge Advisors, LLC | 1,351,390 | $59.0M | 0.32% | 2025-12-31 |
| 40 | Integrated Wealth Concepts LLC | 1,337,699 | $58.4M | 0.32% | 2025-12-31 |
| 41 | Souders Financial Advisors | 1,321,368 | $57.7M | 0.32% | 2025-12-31 |
| 42 | GUARDIAN WEALTH ADVISORS, LLC / NC | 1,252,659 | $54.7M | 0.30% | 2025-12-31 |
| 43 | Wealthcare Advisory Partners LLC | 1,236,233 | $53.9M | 0.29% | 2025-12-31 |
| 44 | Bank of New York Mellon Corp | 1,130,628 | $49.3M | 0.27% | 2025-12-31 |
| 45 | Prospera Financial Services Inc | 1,121,607 | $48.9M | 0.27% | 2025-12-31 |
| 46 | Valmark Advisers, Inc. | 1,061,204 | $46.3M | 0.25% | 2025-12-31 |
| 47 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,057,447 | $46.1M | 0.25% | 2025-12-31 |
| 48 | Erickson Financial Group, LLC | 1,047,414 | $45.7M | 0.25% | 2025-12-31 |
| 49 | Western Wealth Management, LLC | 1,036,355 | $45.2M | 0.25% | 2025-12-31 |
| 50 | BENJAMIN EDWARDS INC | 1,007,371 | $44.0M | 0.24% | 2025-12-31 |
| 51 | Summit Investment Advisory Services, LLC | 1,005,641 | $43.9M | 0.24% | 2025-12-31 |
| 52 | JANE STREET GROUP, LLC | 1,000,000 | $43.6M | 0.24% | 2025-12-31 |
| 53 | CAPTRUST FINANCIAL ADVISORS | 941,618 | $41.1M | 0.22% | 2025-12-31 |
| 54 | Continuum Advisory, LLC | 936,425 | $40.9M | 0.22% | 2025-12-31 |
| 55 | PARK NATIONAL CORP /OH/ | 912,304 | $39.8M | 0.22% | 2025-12-31 |
| 56 | SK Wealth Management, LLC | 881,619 | $39.7M | 0.21% | 2025-12-31 |
| 57 | Gerber Kawasaki Wealth & Investment Management | 857,820 | $37.4M | 0.20% | 2025-12-31 |
| 58 | Geneos Wealth Management Inc. | 828,480 | $36.2M | 0.20% | 2025-12-31 |
| 59 | Procyon Advisors, LLC | 812,905 | $35.5M | 0.19% | 2025-12-31 |
| 60 | Mason Investment Advisory Services, Inc. | 789,138 | $34.4M | 0.19% | 2025-12-31 |
| 61 | CIBC Private Wealth Group LLC | 765,786 | $33.4M | 0.18% | 2025-12-31 |
| 62 | Global Retirement Partners, LLC | 764,396 | $33.4M | 0.18% | 2025-12-31 |
| 63 | ASSETMARK, INC | 761,901 | $33.2M | 0.18% | 2025-12-31 |
| 64 | AA Financial Advisors, LLC | 755,250 | $33.0M | 0.18% | 2025-12-31 |
| 65 | Concurrent Investment Advisors, LLC | 752,996 | $32.9M | 0.18% | 2025-12-31 |
| 66 | HARBOUR INVESTMENTS, INC. | 752,076 | $32.8M | 0.18% | 2025-12-31 |
| 67 | KESTRA PRIVATE WEALTH SERVICES, LLC | 737,930 | $32.2M | 0.17% | 2025-12-31 |
| 68 | TUDOR INVESTMENT CORP ET AL | 735,187 | $32.1M | 0.17% | 2025-12-31 |
| 69 | AVAII WEALTH MANAGEMENT, LLC | 691,471 | $30.2M | 0.16% | 2025-12-31 |
| 70 | Sanctuary Advisors, LLC | 649,426 | $28.3M | 0.15% | 2025-12-31 |
| 71 | Midwest Heritage Bank, FSB | 647,710 | $28.3M | 0.15% | 2025-12-31 |
| 72 | Wealth Science Advisors LLC | 647,122 | $28.2M | 0.15% | 2025-12-31 |
| 73 | Orion Porfolio Solutions, LLC | 639,510 | $27.9M | 0.15% | 2025-12-31 |
| 74 | Royal Harbor Partners, LLC | 637,867 | $27.8M | 0.15% | 2025-12-31 |
| 75 | FOURPATH CAPITAL MANAGEMENT, LLC | 634,213 | $27.7M | 0.15% | 2025-12-31 |
| 76 | BIP Wealth, LLC | 629,240 | $27.5M | 0.15% | 2025-12-31 |
| 77 | BLAIR WILLIAM & CO/IL | 620,736 | $27.1M | 0.15% | 2025-12-31 |
| 78 | CREATIVE FINANCIAL DESIGNS INC /ADV | 620,107 | $27.1M | 0.15% | 2025-12-31 |
| 79 | SILVER OAK SECURITIES, INCORPORATED | 607,965 | $26.7M | 0.14% | 2025-12-31 |
| 80 | Modern Wealth Management, LLC | 611,921 | $26.7M | 0.14% | 2025-12-31 |
| 81 | Ergawealth Advisors, Inc. | 602,751 | $26.3M | 0.14% | 2025-12-31 |
| 82 | FSA WEALTH PARTNERS, INC. | 584,691 | $25.5M | 0.14% | 2025-12-31 |
| 83 | Onyx Bridge Wealth Group LLC | 582,929 | $25.4M | 0.14% | 2025-12-31 |
| 84 | CARY STREET PARTNERS FINANCIAL LLC | 577,348 | $25.2M | 0.13% | 2025-12-31 |
| 85 | Rockefeller Capital Management L.P. | 557,254 | $24.3M | 0.13% | 2025-12-31 |
| 86 | Vestmark Advisory Solutions, Inc. | 549,049 | $24.0M | 0.13% | 2025-12-31 |
| 87 | Teamwork Financial Advisors, LLC | 545,485 | $23.8M | 0.13% | 2025-12-31 |
| 88 | Capital Advantage, Inc. | 534,368 | $23.3M | 0.12% | 2025-12-31 |
| 89 | Core Wealth Advisors, Inc. | 531,587 | $23.2M | 0.12% | 2025-12-31 |
| 90 | Per Stirling Capital Management, LLC. | 529,062 | $23.1M | 0.12% | 2025-12-31 |
| 91 | Main Line Retirement Advisors, LLC | 508,051 | $22.2M | 0.12% | 2025-12-31 |
| 92 | New England Private Wealth Advisors LLC | 507,441 | $22.1M | 0.12% | 2025-12-31 |
| 93 | KWB Wealth | 501,612 | $21.9M | 0.12% | 2025-12-31 |
| 94 | Focus Partners Wealth | 496,685 | $21.7M | 0.12% | 2025-12-31 |
| 95 | GREAT VALLEY ADVISOR GROUP, INC. | 496,245 | $21.7M | 0.12% | 2025-12-31 |
| 96 | Challenger Wealth Management | 485,589 | $21.2M | 0.11% | 2025-12-31 |
| 97 | IFP Advisors, Inc | 479,476 | $20.9M | 0.11% | 2025-12-31 |
| 98 | MISSION WEALTH MANAGEMENT, LP | 459,715 | $20.1M | 0.11% | 2025-12-31 |
| 99 | Kingsview Wealth Management, LLC | 454,659 | $19.8M | 0.11% | 2025-12-31 |
| 100 | ACT Advisors, LLC. | 449,105 | $19.6M | 0.10% | 2025-12-31 |
| 101 | RFG Advisory, LLC | 430,492 | $18.8M | 0.10% | 2025-12-31 |
| 102 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 425,712 | $18.6M | 0.10% | 2025-12-31 |
| 103 | REGIMEN WEALTH, LLC | 418,093 | $18.2M | 0.10% | 2025-12-31 |
| 104 | Beacon Financial Advisory LLC | 417,491 | $18.2M | 0.10% | 2025-12-31 |
| 105 | Forge Financial Services LLC | 415,032 | $18.1M | 0.10% | 2025-12-31 |
| 106 | Venture Visionary Partners LLC | 410,945 | $18.0M | 0.09% | 2025-12-31 |
| 107 | Entruity Wealth, LLC | 408,252 | $17.8M | 0.09% | 2025-12-31 |
| 108 | Apollon Wealth Management, LLC | 407,299 | $17.8M | 0.09% | 2025-12-31 |
| 109 | VVR Holdings LLC | 406,768 | $17.8M | 0.09% | 2025-12-31 |
| 110 | WJ Wealth Management, LLC | 404,925 | $17.7M | 0.09% | 2025-12-31 |
| 111 | SMITH, MOORE & CO. | 404,184 | $17.6M | 0.09% | 2025-12-31 |
| 112 | Kera Capital Partners, Inc. | 387,116 | $17.4M | 0.09% | 2025-12-31 |
| 113 | Sunrise Financial Services, LLC | 393,444 | $17.2M | 0.09% | 2025-12-31 |
| 114 | JPMORGAN CHASE & CO | 390,484 | $17.0M | 0.09% | 2025-12-31 |
| 115 | Kropog Financial Group, LLC | 387,561 | $16.9M | 0.09% | 2025-12-31 |
| 116 | ST GERMAIN D J CO INC | 381,131 | $16.6M | 0.09% | 2025-12-31 |
| 117 | DAVENPORT & Co LLC | 362,800 | $15.8M | 0.08% | 2025-12-31 |
| 118 | Clarity Retirement & Wealth, LLC | 349,717 | $15.3M | 0.08% | 2025-12-31 |
| 119 | Sovran Advisors, LLC | 341,726 | $15.2M | 0.08% | 2025-12-31 |
| 120 | MENORA MIVTACHIM HOLDINGS LTD. | 341,890 | $14.9M | 0.08% | 2025-12-31 |
| 121 | Michael Brady & Co., LLC | 341,590 | $14.9M | 0.08% | 2025-12-31 |
| 122 | Ruggaard & Associates LLC | 338,707 | $14.8M | 0.08% | 2025-12-31 |
| 123 | FORTRESS PRIVATE LEDGER, LLC | 335,748 | $14.7M | 0.08% | 2025-12-31 |
| 124 | Visionary Wealth Advisors | 332,880 | $14.5M | 0.08% | 2025-12-31 |
| 125 | KPP Advisory Services LLC | 332,461 | $14.5M | 0.08% | 2025-12-31 |
| 126 | CJM Wealth Advisers, Ltd. | 331,859 | $14.5M | 0.08% | 2025-12-31 |
| 127 | Melone Private Wealth, LLC | 319,721 | $14.0M | 0.07% | 2025-12-31 |
| 128 | First Heartland Consultants, Inc. | 316,602 | $13.8M | 0.07% | 2025-12-31 |
| 129 | Gutierrez Wealth Advisory, LLC | 305,522 | $13.3M | 0.07% | 2025-12-31 |
| 130 | Kaizen Financial Strategies | 304,926 | $13.3M | 0.07% | 2025-12-31 |
| 131 | Hartmann Taylor Wealth Management, LLC | 298,867 | $13.0M | 0.07% | 2025-12-31 |
| 132 | PRINCIPAL SECURITIES, INC. | 296,898 | $13.0M | 0.07% | 2025-12-31 |
| 133 | Code Waechter LLC | 296,062 | $12.9M | 0.07% | 2025-12-31 |
| 134 | CLG LLC | 295,217 | $12.9M | 0.07% | 2025-12-31 |
| 135 | Greenbush Financial Group, LLC | 294,173 | $12.8M | 0.07% | 2025-12-31 |
| 136 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 294,118 | $12.8M | 0.07% | 2025-12-31 |
| 137 | AMERIPRISE FINANCIAL INC | 288,118 | $12.7M | 0.06% | 2025-12-31 |
| 138 | Sentinus, LLC | 287,143 | $12.5M | 0.06% | 2025-12-31 |
| 139 | Sigma Planning Corp | 280,829 | $12.3M | 0.06% | 2025-12-31 |
| 140 | Bouvel Investment Partners, LLC | 280,688 | $12.2M | 0.06% | 2025-12-31 |
| 141 | World Investment Advisors | 288,137 | $12.2M | 0.06% | 2025-12-31 |
| 142 | Cresset Asset Management, LLC | 276,611 | $12.1M | 0.06% | 2025-12-31 |
| 143 | VestGen Advisors, LLC | 275,958 | $12.0M | 0.06% | 2025-12-31 |
| 144 | Swisher Financial Concepts, Inc. | 270,859 | $11.8M | 0.06% | 2025-12-31 |
| 145 | Vigil Wealth Management, LLC | 269,745 | $11.8M | 0.06% | 2025-12-31 |
| 146 | EP Wealth Advisors, LLC | 268,909 | $11.7M | 0.06% | 2025-12-31 |
| 147 | Clearview Wealth Advisors LLC | 267,294 | $11.7M | 0.06% | 2025-12-31 |
| 148 | McCarthy Asset Management, Inc. | 264,940 | $11.6M | 0.06% | 2025-12-31 |
| 149 | FOUNDERS FINANCIAL SECURITIES LLC | 264,834 | $11.6M | 0.06% | 2025-12-31 |
| 150 | IMG Wealth Management, Inc. | 262,904 | $11.5M | 0.06% | 2025-12-31 |
| 151 | Essex Financial Services, Inc. | 258,693 | $11.3M | 0.06% | 2025-12-31 |
| 152 | Gaddis Premier Wealth Advisors LLC | 257,474 | $11.2M | 0.06% | 2025-12-31 |
| 153 | Ridgeline Wealth Planning, LLC | 255,710 | $11.2M | 0.06% | 2025-12-31 |
| 154 | Integrity Advisory Solutions, LLC | 252,907 | $11.0M | 0.06% | 2025-12-31 |
| 155 | Tempus Wealth Planning, LLC | 251,817 | $11.0M | 0.06% | 2025-12-31 |
| 156 | Armstrong, Fleming & Moore, Inc | 250,179 | $10.9M | 0.06% | 2025-12-31 |
| 157 | Ameritas Advisory Services, LLC | 249,530 | $10.9M | 0.06% | 2025-12-31 |
| 158 | Stratos Wealth Partners, LTD. | 245,973 | $10.7M | 0.05% | 2025-12-31 |
| 159 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 243,767 | $10.6M | 0.05% | 2025-12-31 |
| 160 | LongView Wealth Management | 238,391 | $10.6M | 0.05% | 2025-12-31 |
| 161 | Envestnet Portfolio Solutions, Inc. | 239,192 | $10.4M | 0.05% | 2025-12-31 |
| 162 | Steward Partners Investment Advisory, LLC | 238,544 | $10.4M | 0.05% | 2025-12-31 |
| 163 | Magnus Financial Group LLC | 237,999 | $10.4M | 0.05% | 2025-12-31 |
| 164 | CFS Investment Advisory Services, LLC | 236,806 | $10.3M | 0.05% | 2025-12-31 |
| 165 | AdvisorNet Financial, Inc | 236,177 | $10.3M | 0.05% | 2025-12-31 |
| 166 | BetterWealth, LLC | 235,393 | $10.3M | 0.05% | 2025-12-31 |
| 167 | Mutual Advisors, LLC | 235,209 | $10.3M | 0.05% | 2025-12-31 |
| 168 | Smith Thornton Advisors LLC | 230,690 | $10.1M | 0.05% | 2025-12-31 |
| 169 | Kovack Advisors, Inc. | 228,176 | $10.0M | 0.05% | 2025-12-31 |
| 170 | ROTHSCHILD INVESTMENT LLC | 226,713 | $9.9M | 0.05% | 2025-12-31 |
| 171 | SEAMOUNT FINANCIAL GROUP INC | 225,819 | $9.9M | 0.05% | 2025-12-31 |
| 172 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 220,370 | $9.6M | 0.05% | 2025-12-31 |
| 173 | StoneX Group Inc. | 218,453 | $9.6M | 0.05% | 2025-12-31 |
| 174 | Fermata Advisors, LLC | 217,395 | $9.5M | 0.05% | 2025-12-31 |
| 175 | Boyer Financial Services, Inc. | 213,593 | $9.4M | 0.05% | 2025-12-31 |
| 176 | FreeGulliver LLC | 208,191 | $9.1M | 0.05% | 2025-12-31 |
| 177 | FLAGSHIP HARBOR ADVISORS, LLC | 207,414 | $9.1M | 0.05% | 2025-12-31 |
| 178 | Nicholson Meyer Capital Management, Inc. | 205,222 | $9.0M | 0.04% | 2025-12-31 |
| 179 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 205,005 | $9.0M | 0.04% | 2025-12-31 |
| 180 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 204,371 | $8.9M | 0.04% | 2025-12-31 |
| 181 | U.S. Capital Wealth Advisors, LLC | 202,724 | $8.8M | 0.04% | 2025-12-31 |
| 182 | OPPENHEIMER & CO INC | 202,573 | $8.8M | 0.04% | 2025-12-31 |
| 183 | J.W. COLE ADVISORS, INC. | 214,822 | $8.8M | 0.05% | 2025-12-31 |
| 184 | Richmond Investment Services, LLC | 199,428 | $8.7M | 0.04% | 2025-12-31 |
| 185 | Keenan, LLC | 32 | $8.4M | 0.00% | 2025-12-31 |
| 186 | NOVEM GROUP | 192,463 | $8.4M | 0.04% | 2025-12-31 |
| 187 | Olistico Wealth, LLC | 190,401 | $8.3M | 0.04% | 2025-12-31 |
| 188 | IFG Advisory, LLC | 190,107 | $8.3M | 0.04% | 2025-12-31 |
| 189 | Freedom Financial Partners LLC | 188,087 | $8.2M | 0.04% | 2025-12-31 |
| 190 | Secure Asset Management, LLC | 185,088 | $8.1M | 0.04% | 2025-12-31 |
| 191 | STEPHENS INC /AR/ | 184,625 | $8.1M | 0.04% | 2025-12-31 |
| 192 | OneDigital Investment Advisors LLC | 184,331 | $8.0M | 0.04% | 2025-12-31 |
| 193 | Dean, Jacobson Financial Services, LLC | 184,177 | $8.0M | 0.04% | 2025-12-31 |
| 194 | Koshinski Asset Management, Inc. | 181,046 | $7.9M | 0.04% | 2025-12-31 |
| 195 | Delta Investment Management, LLC | 178,020 | $7.8M | 0.04% | 2025-12-31 |
| 196 | SITTNER & NELSON, LLC | 166,762 | $7.6M | 0.04% | 2025-12-31 |
| 197 | Beacon Pointe Advisors, LLC | 173,436 | $7.6M | 0.04% | 2025-12-31 |
| 198 | PFG Advisors | 173,039 | $7.6M | 0.04% | 2025-12-31 |
| 199 | Cauble & Harre Wealth Management, Inc. | 171,065 | $7.5M | 0.04% | 2025-12-31 |
| 200 | WealthCare Investment Partners, LLC | 169,685 | $7.5M | 0.04% | 2025-12-31 |
| 201 | MGO ONE SEVEN LLC | 168,693 | $7.4M | 0.04% | 2025-12-31 |
| 202 | BlueChip Wealth Advisors LLC | 168,643 | $7.4M | 0.04% | 2025-12-31 |
| 203 | Pallas Capital Advisors LLC | 166,081 | $7.2M | 0.04% | 2025-12-31 |
| 204 | LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 165,443 | $7.2M | 0.04% | 2025-12-31 |
| 205 | Prime Capital Investment Advisors, LLC | 157,021 | $6.9M | 0.03% | 2025-12-31 |
| 206 | Allworth Financial LP | 154,656 | $6.7M | 0.03% | 2025-12-31 |
| 207 | Evergreen Wealth Solutions, LLC | 154,605 | $6.7M | 0.03% | 2025-12-31 |
| 208 | Synergy Investment Management, LLC | 150,755 | $6.6M | 0.03% | 2025-12-31 |
| 209 | Convergence Financial, LLC | 150,289 | $6.6M | 0.03% | 2025-12-31 |
| 210 | Aprio Wealth Management, LLC | 149,488 | $6.5M | 0.03% | 2025-12-31 |
| 211 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 149,018 | $6.5M | 0.03% | 2025-12-31 |
| 212 | VICUS CAPITAL | 148,911 | $6.5M | 0.03% | 2025-12-31 |
| 213 | Quantum Financial Planning Services, Inc. | 143,049 | $6.2M | 0.03% | 2025-12-31 |
| 214 | CHOREO, LLC | 140,231 | $6.2M | 0.03% | 2025-12-31 |
| 215 | Alliance Private Wealth, LLC | 136,283 | $6.1M | 0.03% | 2025-12-31 |
| 216 | BNB Wealth Management, LLC | 139,154 | $6.1M | 0.03% | 2025-12-31 |
| 217 | Harpswell Capital Advisors, LLC | 139,064 | $6.1M | 0.03% | 2025-12-31 |
| 218 | Greenline Wealth Management LLC | 139,045 | $6.1M | 0.03% | 2025-12-31 |
| 219 | Future Financial Wealth Managment LLC | 138,539 | $6.0M | 0.03% | 2025-12-31 |
| 220 | PCG Wealth Advisors, LLC | 138,462 | $6.0M | 0.03% | 2025-12-31 |
| 221 | Perennial Investment Advisors, LLC | 138,295 | $6.0M | 0.03% | 2025-12-31 |
| 222 | CGN Advisors LLC | 137,154 | $6.0M | 0.03% | 2025-12-31 |
| 223 | Accel Wealth Management | 136,266 | $5.9M | 0.03% | 2025-12-31 |
| 224 | Aurdan Capital Management, LLC | 135,438 | $5.9M | 0.03% | 2025-12-31 |
| 225 | Smartleaf Asset Management LLC | 134,203 | $5.9M | 0.03% | 2025-12-31 |
| 226 | M.E. ALLISON & CO., INC. | 133,782 | $5.8M | 0.03% | 2025-12-31 |
| 227 | Evergreen Wealth Partners LLC | 133,386 | $5.8M | 0.03% | 2025-12-31 |
| 228 | Steffes Financial, Ltd. | 133,043 | $5.8M | 0.03% | 2025-12-31 |
| 229 | Bill Few Associates, Inc. | 132,452 | $5.8M | 0.03% | 2025-12-31 |
| 230 | Balentine LLC | 131,411 | $5.7M | 0.03% | 2025-12-31 |
| 231 | INTEGRITY ALLIANCE, LLC. | 131,295 | $5.7M | 0.03% | 2025-12-31 |
| 232 | First Pacific Financial | 130,357 | $5.7M | 0.03% | 2025-12-31 |
| 233 | Gladstone Institutional Advisory LLC | 128,851 | $5.6M | 0.03% | 2025-12-31 |
| 234 | Cerity Partners LLC | 128,148 | $5.6M | 0.03% | 2025-12-31 |
| 235 | VISTA INVESTMENT PARTNERS II, LLC | 125,778 | $5.5M | 0.03% | 2025-12-31 |
| 236 | Mascagni Wealth Management, Inc. | 125,712 | $5.5M | 0.03% | 2025-12-31 |
| 237 | Smallwood Wealth Investment Management, LLC | 124,054 | $5.4M | 0.03% | 2025-12-31 |
| 238 | Lodestone Wealth Management LLC | 122,103 | $5.3M | 0.02% | 2025-12-31 |
| 239 | Ethos Financial Group, LLC | 121,807 | $5.3M | 0.02% | 2025-12-31 |
| 240 | Affiance Financial, LLC | 119,710 | $5.2M | 0.02% | 2025-12-31 |
| 241 | Ashton Thomas Private Wealth, LLC | 116,887 | $5.1M | 0.02% | 2025-12-31 |
| 242 | Scott Capital Advisors, LLC | 116,785 | $5.1M | 0.02% | 2025-12-31 |
| 243 | Milestone Investment Advisors LLC | 116,687 | $5.1M | 0.02% | 2025-12-31 |
| 244 | Ausdal Financial Partners, Inc. | 115,973 | $5.1M | 0.02% | 2025-12-31 |
| 245 | Cullen/Frost Bankers, Inc. | 115,000 | $5.0M | 0.02% | 2025-12-31 |
| 246 | New England Capital Financial Advisors LLC | 114,486 | $5.0M | 0.02% | 2025-12-31 |
| 247 | BlackDiamond Wealth Management, LLC | 108,125 | $4.9M | 0.02% | 2025-12-31 |
| 248 | Clear Creek Financial Management, LLC | 110,827 | $4.8M | 0.02% | 2025-12-31 |
| 249 | Bleakley Financial Group, LLC | 110,268 | $4.8M | 0.02% | 2025-12-31 |
| 250 | EverSource Wealth Advisors, LLC | 109,470 | $4.8M | 0.02% | 2025-12-31 |
| 251 | Gateway Wealth Partners, LLC | 108,379 | $4.7M | 0.02% | 2025-12-31 |
| 252 | Aspire Growth Partners LLC | 108,200 | $4.7M | 0.02% | 2025-12-31 |
| 253 | RM Financial Services, LLC | 106,414 | $4.6M | 0.02% | 2025-12-31 |
| 254 | VICTORY FINANCIAL GROUP, LLC | 105,415 | $4.6M | 0.02% | 2025-12-31 |
| 255 | Bulwark Capital Corp | 104,614 | $4.6M | 0.02% | 2025-12-31 |
| 256 | Fearless Solutions, LLC dba Best Invest | 103,958 | $4.5M | 0.02% | 2025-12-31 |
| 257 | Armor Investment Advisors, LLC | 103,451 | $4.5M | 0.02% | 2025-12-31 |
| 258 | IHT Wealth Management, LLC | 102,802 | $4.5M | 0.02% | 2025-12-31 |
| 259 | WESPAC Advisors, LLC | 102,552 | $4.5M | 0.02% | 2025-12-31 |
| 260 | SAGESPRING WEALTH PARTNERS, LLC | 101,906 | $4.4M | 0.02% | 2025-12-31 |
| 261 | J HAGAN CAPITAL, INC. | 100,391 | $4.4M | 0.02% | 2025-12-31 |
| 262 | Spire Wealth Management | 99,082 | $4.3M | 0.02% | 2025-12-31 |
| 263 | LEIGH BALDWIN & CO., LLC | 99,023 | $4.3M | 0.02% | 2025-12-31 |
| 264 | US BANCORP \DE\ | 96,922 | $4.2M | 0.02% | 2025-12-31 |
| 265 | ENDEAVOR PRIVATE WEALTH, INC. | 95,885 | $4.2M | 0.02% | 2025-12-31 |
| 266 | TITLEIST ASSET MANAGEMENT, LLC | 94,973 | $4.1M | 0.02% | 2025-12-31 |
| 267 | RENAISSANCE TECHNOLOGIES LLC | 93,500 | $4.1M | 0.02% | 2025-12-31 |
| 268 | Summit Financial, LLC | 91,927 | $4.0M | 0.02% | 2025-12-31 |
| 269 | Tribridge Partners Financial LLC | 90,879 | $4.0M | 0.02% | 2025-12-31 |
| 270 | Expressive Wealth LLC | 89,216 | $3.9M | 0.02% | 2025-12-31 |
| 271 | Dynamic Advisor Solutions LLC | 88,819 | $3.9M | 0.02% | 2025-12-31 |
| 272 | HBW ADVISORY SERVICES LLC | 88,692 | $3.9M | 0.02% | 2025-12-31 |
| 273 | Stonebridge Financial Group, LLC | 88,678 | $3.9M | 0.02% | 2025-12-31 |
| 274 | Owen LaRue, LLC | 88,616 | $3.9M | 0.02% | 2025-12-31 |
| 275 | UPTICK PARTNERS, LLC | 86,679 | $3.8M | 0.02% | 2025-12-31 |
| 276 | Farther Finance Advisors, LLC | 86,623 | $3.8M | 0.02% | 2025-12-31 |
| 277 | Kuhn & Co Investment Counsel | 86,182 | $3.8M | 0.02% | 2025-12-31 |
| 278 | Roehl & Yi Investment Advisors, LLC | 87,440 | $3.6M | 0.02% | 2025-12-31 |
| 279 | Sunbelt Securities, Inc. | 82,250 | $3.6M | 0.01% | 2025-12-31 |
| 280 | Advisory Services Network, LLC | 82,004 | $3.6M | 0.01% | 2025-12-31 |
| 281 | Carson Advisory Inc. | 81,882 | $3.6M | 0.01% | 2025-12-31 |
| 282 | TrueWealth Financial Partners | 81,862 | $3.6M | 0.01% | 2025-12-31 |
| 283 | True Blue Financial, LLC | 81,862 | $3.6M | 0.01% | 2025-12-31 |
| 284 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 81,637 | $3.6M | 0.01% | 2025-12-31 |
| 285 | Strategic Blueprint, LLC | 80,511 | $3.5M | 0.01% | 2025-12-31 |
| 286 | Capital Investment Advisors, LLC | 80,338 | $3.5M | 0.01% | 2025-12-31 |
| 287 | CreativeOne Wealth, LLC | 79,782 | $3.5M | 0.01% | 2025-12-31 |
| 288 | A&I FINANCIAL SERVICES, LLC | 79,136 | $3.5M | 0.01% | 2025-12-31 |
| 289 | Navis Wealth Advisors, LLC | 78,577 | $3.4M | 0.01% | 2025-12-31 |
| 290 | KINGSWOOD WEALTH ADVISORS, LLC | 78,551 | $3.4M | 0.01% | 2025-12-31 |
| 291 | Atria Investments, Inc | 78,018 | $3.4M | 0.01% | 2025-12-31 |
| 292 | Investment Advisory Services Group LLC | 77,344 | $3.4M | 0.01% | 2025-12-31 |
| 293 | Jacobi Capital Management LLC | 77,115 | $3.4M | 0.01% | 2025-12-31 |
| 294 | CERTIOR FINANCIAL GROUP, LLC | 77,002 | $3.4M | 0.01% | 2025-12-31 |
| 295 | Latitude Advisors, LLC | 75,970 | $3.3M | 0.01% | 2025-12-31 |
| 296 | SILVERLAKE WEALTH MANAGEMENT LLC | 75,634 | $3.3M | 0.01% | 2025-12-31 |
| 297 | Arkadios Wealth Advisors | 75,372 | $3.3M | 0.01% | 2025-12-31 |
| 298 | Simplicity Wealth,LLC | 75,256 | $3.3M | 0.01% | 2025-12-31 |
| 299 | ASHTON THOMAS SECURITIES, LLC | 75,226 | $3.3M | 0.01% | 2025-12-31 |
| 300 | APS Management Group, Inc. | 75,043 | $3.3M | 0.01% | 2025-12-31 |
| 301 | DIVERSIFY WEALTH MANAGEMENT, LLC | 72,971 | $3.2M | 0.01% | 2025-12-31 |
| 302 | Oxinas Partners Wealth Management LLC | 74,231 | $3.2M | 0.01% | 2025-12-31 |
| 303 | GENESIS PRIVATE WEALTH, LLC | 72,414 | $3.2M | 0.01% | 2025-12-31 |
| 304 | Cooper Financial Group | 71,645 | $3.1M | 0.01% | 2025-12-31 |
| 305 | Ameritas Investment Partners, Inc. | 70,567 | $3.1M | 0.01% | 2025-12-31 |
| 306 | CALTON & ASSOCIATES, INC. | 68,590 | $3.0M | 0.01% | 2025-12-31 |
| 307 | Focus Financial Network, Inc. | 68,529 | $3.0M | 0.01% | 2025-12-31 |
| 308 | WCG Wealth Advisors LLC | 68,043 | $3.0M | 0.01% | 2025-12-31 |
| 309 | Transcendent Capital Group LLC | 67,962 | $3.0M | 0.01% | 2025-12-31 |
| 310 | LANDAAS & CO /WI /ADV | 66,906 | $2.9M | 0.01% | 2025-12-31 |
| 311 | Total Clarity Wealth Management, Inc. | 66,644 | $2.9M | 0.01% | 2025-12-31 |
| 312 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 66,078 | $2.9M | 0.01% | 2025-12-31 |
| 313 | KMG FIDUCIARY PARTNERS, LLC | 64,871 | $2.8M | 0.01% | 2025-12-31 |
| 314 | Clear Point Advisors Inc. | 64,544 | $2.8M | 0.01% | 2025-12-31 |
| 315 | Patriot Financial Group Insurance Agency, LLC | 64,495 | $2.8M | 0.01% | 2025-12-31 |
| 316 | StrongBox Wealth, LLC | 63,695 | $2.8M | 0.01% | 2025-12-31 |
| 317 | Brookstone Capital Management | 63,197 | $2.8M | 0.01% | 2025-12-31 |
| 318 | Fifth Third Securities, Inc. | 63,181 | $2.8M | 0.01% | 2025-12-31 |
| 319 | Meridian Wealth Management, LLC | 62,612 | $2.7M | 0.01% | 2025-12-31 |
| 320 | EQ WEALTH ADVISORS, LLC | 62,187 | $2.7M | 0.01% | 2025-12-31 |
| 321 | Stratos Wealth Advisors, LLC | 61,219 | $2.7M | 0.01% | 2025-12-31 |
| 322 | GREENWOOD CAPITAL ASSOCIATES LLC | 61,090 | $2.7M | 0.01% | 2025-12-31 |
| 323 | Perigon Wealth Management, LLC | 60,780 | $2.7M | 0.01% | 2025-12-31 |
| 324 | COMERICA BANK | 58,445 | $2.6M | 0.01% | 2025-12-31 |
| 325 | Financial Council, LLC | 56,973 | $2.5M | 0.01% | 2025-12-31 |
| 326 | Beta Wealth Group, Inc. | 56,104 | $2.4M | 0.01% | 2025-12-31 |
| 327 | EVERPAR ADVISORS LLC | 55,930 | $2.4M | 0.01% | 2025-12-31 |
| 328 | Keating Financial Advisory Services, Inc. | 55,074 | $2.4M | 0.01% | 2025-12-31 |
| 329 | Riverview Capital Advisers, LLC | 54,813 | $2.4M | 0.01% | 2025-12-31 |
| 330 | Orca Wealth Management, LLC | 53,043 | $2.4M | 0.01% | 2025-12-31 |
| 331 | Creative Planning | 52,320 | $2.3M | 0.01% | 2025-12-31 |
| 332 | HARBOR INVESTMENT ADVISORY, LLC | 51,194 | $2.2M | 0.01% | 2025-12-31 |
| 333 | Herold Advisors, Inc. | 50,985 | $2.2M | 0.01% | 2025-12-31 |
| 334 | Strategic Family Wealth Counselors, L.L.C. | 49,667 | $2.2M | 0.01% | 2025-12-31 |
| 335 | Cornerstone Wealth Management, LLC | 49,582 | $2.2M | 0.01% | 2025-12-31 |
| 336 | Avior Wealth Management, LLC | 49,572 | $2.2M | 0.01% | 2025-12-31 |
| 337 | Atlas Legacy Advisors, LLC | 48,263 | $2.1M | 0.01% | 2025-12-31 |
| 338 | Selby Wealth Management, LLC | 47,493 | $2.1M | 0.01% | 2025-12-31 |
| 339 | Walkner Condon Financial Advisors LLC | 47,039 | $2.1M | 0.01% | 2025-12-31 |
| 340 | Pines Wealth Management, LLC | 46,598 | $2.0M | 0.01% | 2025-12-31 |
| 341 | Widmann Financial Services, Inc. | 46,476 | $2.0M | 0.01% | 2025-12-31 |
| 342 | Astoria Portfolio Advisors LLC. | 44,572 | $2.0M | 0.01% | 2025-12-31 |
| 343 | Advyzon Investment Management, LLC | 46,433 | $2.0M | 0.01% | 2025-12-31 |
| 344 | ZEGA Investments, LLC | 45,950 | $2.0M | 0.01% | 2025-12-31 |
| 345 | Turning Point Benefit Group, Inc. | 44,642 | $1.9M | 0.01% | 2025-12-31 |
| 346 | Keystone Financial Group | 44,368 | $1.9M | 0.01% | 2025-12-31 |
| 347 | Northwest Financial Advisors | 44,032 | $1.9M | 0.01% | 2025-12-31 |
| 348 | OneAscent Financial Services LLC | 43,691 | $1.9M | 0.01% | 2025-12-31 |
| 349 | Altus Wealth Group LLC | 43,220 | $1.9M | 0.01% | 2025-12-31 |
| 350 | Lantz Financial LLC | 42,751 | $1.9M | 0.01% | 2025-12-31 |
| 351 | High Net Worth Advisory Group LLC | 42,353 | $1.8M | 0.01% | 2025-12-31 |
| 352 | Diversify Advisory Services, LLC | 41,391 | $1.8M | 0.01% | 2025-12-31 |
| 353 | WEALTH ALLIANCE, LLC | 42,248 | $1.8M | 0.01% | 2025-12-31 |
| 354 | Burford Brothers, Inc. | 42,230 | $1.8M | 0.01% | 2025-12-31 |
| 355 | LYNCH & ASSOCIATES/IN | 42,208 | $1.8M | 0.01% | 2025-12-31 |
| 356 | SUMMIT WEALTH GROUP LLC / CO | 41,774 | $1.8M | 0.01% | 2025-12-31 |
| 357 | Parsonex Advisory Services, Inc. | 41,719 | $1.8M | 0.01% | 2025-12-31 |
| 358 | Cypress Capital Advisors, LLC | 40,123 | $1.8M | 0.00% | 2025-12-31 |
| 359 | Rather & Kittrell, Inc. | 40,056 | $1.7M | 0.00% | 2025-12-31 |
| 360 | Goldstone Financial Group, LLC | 39,465 | $1.7M | 0.00% | 2025-12-31 |
| 361 | Saxony Capital Management, LLC | 39,184 | $1.7M | 0.00% | 2025-12-31 |
| 362 | Wealthcare Capital Partners, LLC | 39,081 | $1.7M | 0.00% | 2025-12-31 |
| 363 | Trinity Wealth Management, LLC | 38,731 | $1.7M | 0.00% | 2025-12-31 |
| 364 | Capital Management Associates, Inc | 38,324 | $1.7M | 0.00% | 2025-12-31 |
| 365 | Trueblood Wealth Management, LLC | 38,128 | $1.7M | 0.00% | 2025-12-31 |
| 366 | Bridgewealth Advisory Group, LLC | 37,777 | $1.6M | 0.00% | 2025-12-31 |
| 367 | DMKC Advisory Services, LLC | 37,709 | $1.6M | 0.00% | 2025-12-31 |
| 368 | PRIVATE TRUST CO NA | 37,601 | $1.6M | 0.00% | 2025-12-31 |
| 369 | Investment Insight Wealth Management, LLC | 36,655 | $1.6M | 0.00% | 2025-12-31 |
| 370 | Belpointe Asset Management LLC | 36,259 | $1.6M | 0.00% | 2025-12-31 |
| 371 | Hopwood Financial Services, Inc. | 36,207 | $1.6M | 0.00% | 2025-12-31 |
| 372 | Waverly Advisors, LLC | 36,201 | $1.6M | 0.00% | 2025-12-31 |
| 373 | Vise Technologies, Inc. | 36,096 | $1.6M | 0.00% | 2025-12-31 |
| 374 | Professional Financial Advisors, LLC | 35,997 | $1.6M | 0.00% | 2025-12-31 |
| 375 | MSH Capital Advisors LLC | 35,900 | $1.6M | 0.00% | 2025-12-31 |
| 376 | GWN SECURITIES INC. | 35,860 | $1.6M | 0.00% | 2025-12-31 |
| 377 | HB Wealth Management, LLC | 35,760 | $1.6M | 0.00% | 2025-12-31 |
| 378 | CITIGROUP INC | 35,443 | $1.5M | 0.00% | 2025-12-31 |
| 379 | Investment Advisory Group, LLC | 35,364 | $1.5M | 0.00% | 2025-12-31 |
| 380 | Kerntke Otto McGlone Wealth Management Group | 35,049 | $1.5M | 0.00% | 2025-12-31 |
| 381 | Litman Gregory Wealth Management LLC | 34,638 | $1.5M | 0.00% | 2025-12-31 |
| 382 | RICHARDS, MERRILL & PETERSON, INC. | 34,370 | $1.5M | 0.00% | 2025-12-31 |
| 383 | NWAM LLC | 33,453 | $1.5M | 0.00% | 2025-12-31 |
| 384 | CPA Asset Management LLC | 34,034 | $1.5M | 0.00% | 2025-12-31 |
| 385 | Integrated Advisors Network LLC | 33,990 | $1.5M | 0.00% | 2025-12-31 |
| 386 | Fiduciary Alliance LLC | 31,741 | $1.4M | 0.00% | 2025-12-31 |
| 387 | 44 WEALTH MANAGEMENT LLC | 31,595 | $1.4M | 0.00% | 2025-12-31 |
| 388 | Stratos Investment Management, LLC | 31,391 | $1.4M | 0.00% | 2025-12-31 |
| 389 | Southland Equity Partners LLC | 31,335 | $1.4M | 0.00% | 2025-12-31 |
| 390 | SteelPeak Wealth, LLC | 31,295 | $1.4M | 0.00% | 2025-12-31 |
| 391 | Tradition Wealth Management, LLC | 30,632 | $1.3M | 0.00% | 2025-12-31 |
| 392 | WFA of San Diego, LLC | 30,206 | $1.3M | 0.00% | 2025-12-31 |
| 393 | ProCore Advisors, LLC | 29,863 | $1.3M | 0.00% | 2025-12-31 |
| 394 | BROWN ADVISORY INC | 29,096 | $1.3M | 0.00% | 2025-12-31 |
| 395 | INVESTMENT ADVISORY SERVICES INC /TX /ADV | 27,959 | $1.2M | 0.00% | 2025-12-31 |
| 396 | Elm3 Financial Group, LLC | 27,754 | $1.2M | 0.00% | 2025-12-31 |
| 397 | Auxano Advisors, LLC | 26,996 | $1.2M | 0.00% | 2025-12-31 |
| 398 | CWS Financial Advisors, LLC | 26,559 | $1.2M | 0.00% | 2025-12-31 |
| 399 | Clear Harbor Asset Management, LLC | 26,450 | $1.2M | 0.00% | 2025-12-31 |
| 400 | AlphaCore Capital LLC | 26,239 | $1.1M | 0.00% | 2025-12-31 |
| 401 | Blueprint Investment Partners LLC | 26,008 | $1.1M | 0.00% | 2025-12-31 |
| 402 | Westside Investment Management, Inc. | 25,251 | $1.1M | 0.00% | 2025-12-31 |
| 403 | Blueprint Financial Advisors LLC | 25,071 | $1.1M | 0.00% | 2025-12-31 |
| 404 | MAGNOLIA CAPITAL ADVISORS LLC | 24,853 | $1.1M | 0.00% | 2025-12-31 |
| 405 | Mann Financial Group, Inc. | 24,745 | $1.1M | 0.00% | 2025-12-31 |
| 406 | FLPUTNAM INVESTMENT MANAGEMENT CO | 24,622 | $1.1M | 0.00% | 2025-12-31 |
| 407 | BARRETT & COMPANY, INC. | 24,594 | $1.1M | 0.00% | 2025-12-31 |
| 408 | Certified Advisory Corp | 24,457 | $1.1M | 0.00% | 2025-12-31 |
| 409 | Curtis Advisory Group, LLC | 23,000 | $1.0M | 0.00% | 2025-12-31 |
| 410 | OakTrust Wealth Advisors, LLC | 22,029 | $961.4K | 0.00% | 2025-12-31 |
| 411 | Whipplewood Advisors, LLC | 21,970 | $958.8K | 0.00% | 2025-12-31 |
| 412 | Mayflower Financial Advisors, LLC | 21,895 | $955.5K | 0.00% | 2025-12-31 |
| 413 | National Wealth Management Group, LLC | 21,745 | $948.9K | 0.00% | 2025-12-31 |
| 414 | ORBA Wealth Advisors, L.L.C. | 21,650 | $944.8K | 0.00% | 2025-12-31 |
| 415 | Stonebridge Financial Group, LLC / MO | 21,643 | $944.5K | 0.00% | 2025-12-31 |
| 416 | ADAMSBROWN WEALTH CONSULTANTS LLC | 21,567 | $941.2K | 0.00% | 2025-12-31 |
| 417 | BANQUE PICTET & CIE SA | 21,469 | $936.9K | 0.00% | 2025-12-31 |
| 418 | Freestate Advisors LLC | 20,758 | $905.9K | 0.00% | 2025-12-31 |
| 419 | CapWealth Advisors, LLC | 21,157 | $889.2K | 0.00% | 2025-12-31 |
| 420 | KEYBANK NATIONAL ASSOCIATION/OH | 20,223 | $882.5K | 0.00% | 2025-12-31 |
| 421 | Transamerica Financial Advisors, LLC | 20,110 | $877.6K | 0.00% | 2025-12-31 |
| 422 | MERCER GLOBAL ADVISORS INC /ADV | 19,994 | $872.5K | 0.00% | 2025-12-31 |
| 423 | NavPoint Financial, Inc. | 19,966 | $871.3K | 0.00% | 2025-12-31 |
| 424 | Financial Perspectives, Inc | 19,617 | $856.1K | 0.00% | 2025-12-31 |
| 425 | Stablepoint Partners, LLC | 19,610 | $855.8K | 0.00% | 2025-12-31 |
| 426 | Birchwood Financial Partners, Inc. | 19,232 | $839.3K | 0.00% | 2025-12-31 |
| 427 | Csenge Advisory Group | 19,220 | $838.8K | 0.00% | 2025-12-31 |
| 428 | Intrua Financial, LLC | 19,176 | $836.8K | 0.00% | 2025-12-31 |
| 429 | Cannon Wealth Management Services, LLC | 19,071 | $832.3K | 0.00% | 2025-12-31 |
| 430 | Lantern Wealth Advisors, LLC | 19,027 | $830.4K | 0.00% | 2025-12-31 |
| 431 | Stokes Family Office, LLC | 18,652 | $814.0K | 0.00% | 2025-12-31 |
| 432 | Coppell Advisory Solutions LLC | 18,378 | $807.3K | 0.00% | 2025-12-31 |
| 433 | AQR CAPITAL MANAGEMENT LLC | 18,172 | $793.0K | 0.00% | 2025-12-31 |
| 434 | SFG Wealth Management, LLC. | 18,110 | $790.3K | 0.00% | 2025-12-31 |
| 435 | Avant Capital LLC | 18,022 | $786.5K | 0.00% | 2025-12-31 |
| 436 | Capital Investment Advisory Services, LLC | 17,970 | $784.2K | 0.00% | 2025-12-31 |
| 437 | Sowell Financial Services LLC | 17,922 | $782.1K | 0.00% | 2025-12-31 |
| 438 | Core Wealth Partners LLC | 17,897 | $781.0K | 0.00% | 2025-12-31 |
| 439 | Wisconsin Wealth Advisors, LLC | 17,835 | $778.3K | 0.00% | 2025-12-31 |
| 440 | Snowden Capital Advisors LLC | 17,774 | $775.7K | 0.00% | 2025-12-31 |
| 441 | Security Financial Services, INC. | 17,668 | $771.0K | 0.00% | 2025-12-31 |
| 442 | Clark Capital Management Group, Inc. | 17,496 | $763.5K | 0.00% | 2025-12-31 |
| 443 | PKS Advisory Services, LLC | 17,174 | $749.5K | 0.00% | 2025-12-31 |
| 444 | QRG CAPITAL MANAGEMENT, INC. | 16,876 | $736.5K | 0.00% | 2025-12-31 |
| 445 | Anchor Investment Management, LLC | 16,698 | $728.7K | 0.00% | 2025-12-31 |
| 446 | BANK OF MONTREAL /CAN/ | 16,627 | $725.6K | 0.00% | 2025-12-31 |
| 447 | NORDEN GROUP LLC | 16,555 | $722.5K | 0.00% | 2025-12-31 |
| 448 | Lincoln Capital LLC | 16,385 | $715.1K | 0.00% | 2025-12-31 |
| 449 | PNC Financial Services Group, Inc. | 16,372 | $714.5K | 0.00% | 2025-12-31 |
| 450 | CONTINENTAL INVESTORS SERVICES, INC. | 16,015 | $713.7K | 0.00% | 2025-12-31 |
| 451 | Blue Trust, Inc. | 15,972 | $697.0K | 0.00% | 2025-12-31 |
| 452 | Trilogy Capital Inc. | 15,685 | $684.5K | 0.00% | 2025-12-31 |