CUSIP 14020X104
CAPITAL GROUP GBL GROWTH EQT
381 institutions · $5.62B total · 186,982,877 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Capital Group Private Client Services, Inc. | 21,118,680 | $731.8M | 11.29% | 2025-12-31 |
| 2 | LPL Financial LLC | 15,068,808 | $522.1M | 8.05% | 2025-12-31 |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11,053,425 | $383.0M | 5.91% | 2025-12-31 |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 10,246,121 | $355.0M | 5.47% | 2025-12-31 |
| 5 | MORGAN STANLEY | 9,631,418 | $333.7M | 5.15% | 2025-12-31 |
| 6 | Cetera Investment Advisers | 7,734,465 | $268.0M | 4.13% | 2025-12-31 |
| 7 | RAYMOND JAMES FINANCIAL INC | 7,643,307 | $264.8M | 4.08% | 2025-12-31 |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 5,399,474 | $187.1M | 2.88% | 2025-12-31 |
| 9 | JONES FINANCIAL COMPANIES LLLP | 4,173,216 | $144.6M | 2.23% | 2025-12-31 |
| 10 | UBS Group AG | 4,032,146 | $139.7M | 2.15% | 2025-12-31 |
| 11 | WELLS FARGO & COMPANY/MN | 4,030,618 | $139.7M | 2.15% | 2025-12-31 |
| 12 | OSAIC HOLDINGS, INC. | 3,947,676 | $136.8M | 2.11% | 2025-12-31 |
| 13 | MML INVESTORS SERVICES, LLC | 3,182,129 | $110.3M | 1.70% | 2025-12-31 |
| 14 | Royal Bank of Canada | 2,991,733 | $103.7M | 1.60% | 2025-12-31 |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,015,534 | $72.3M | 1.07% | 2025-12-31 |
| 16 | BANK OF AMERICA CORP /DE/ | 1,960,356 | $67.9M | 1.04% | 2025-12-31 |
| 17 | SEI INVESTMENTS CO | 1,622,498 | $56.2M | 0.86% | 2025-12-31 |
| 18 | &PARTNERS | 1,589,634 | $54.9M | 0.85% | 2025-12-31 |
| 19 | NewEdge Advisors, LLC | 1,516,092 | $52.5M | 0.81% | 2025-12-31 |
| 20 | Financial Council, LLC | 1,483,388 | $51.4M | 0.79% | 2025-12-31 |
| 21 | Baird Financial Group, Inc. | 1,417,348 | $49.1M | 0.75% | 2025-12-31 |
| 22 | Kestra Advisory Services, LLC | 1,410,915 | $48.9M | 0.75% | 2025-12-31 |
| 23 | Arlington Financial Advisors, LLC | 1,400,492 | $48.5M | 0.74% | 2025-12-31 |
| 24 | LVW Advisors, LLC | 1,067,741 | $37.0M | 0.57% | 2025-12-31 |
| 25 | CAPTRUST FINANCIAL ADVISORS | 945,652 | $32.8M | 0.50% | 2025-12-31 |
| 26 | ST GERMAIN D J CO INC | 912,634 | $31.6M | 0.48% | 2025-12-31 |
| 27 | STIFEL FINANCIAL CORP | 898,557 | $31.1M | 0.48% | 2025-12-31 |
| 28 | Focus Partners Wealth | 874,055 | $30.3M | 0.46% | 2025-12-31 |
| 29 | Private Advisor Group, LLC | 872,724 | $30.2M | 0.46% | 2025-12-31 |
| 30 | Forge Financial Services LLC | 845,108 | $29.3M | 0.45% | 2025-12-31 |
| 31 | BENJAMIN EDWARDS INC | 815,237 | $28.2M | 0.43% | 2025-12-31 |
| 32 | D.A. DAVIDSON & CO. | 809,229 | $28.0M | 0.43% | 2025-12-31 |
| 33 | ASSETMARK, INC | 766,865 | $26.6M | 0.41% | 2025-12-31 |
| 34 | Valmark Advisers, Inc. | 755,810 | $26.2M | 0.40% | 2025-12-31 |
| 35 | BIP Wealth, LLC | 682,727 | $23.7M | 0.36% | 2025-12-31 |
| 36 | Reliant Wealth Planning | 653,251 | $22.6M | 0.34% | 2025-12-31 |
| 37 | Beacon Pointe Advisors, LLC | 641,378 | $22.2M | 0.34% | 2025-12-31 |
| 38 | Wealth Science Advisors LLC | 636,392 | $22.1M | 0.34% | 2025-12-31 |
| 39 | Prospera Financial Services Inc | 617,004 | $21.4M | 0.32% | 2025-12-31 |
| 40 | Corient Private Wealth LLC | 20,211,701 | $20.2M | 10.80% | 2025-12-31 |
| 41 | Bleakley Financial Group, LLC | 497,148 | $17.2M | 0.26% | 2025-12-31 |
| 42 | Farther Finance Advisors, LLC | 465,464 | $16.1M | 0.24% | 2025-12-31 |
| 43 | HighTower Advisors, LLC | 462,279 | $16.0M | 0.24% | 2025-12-31 |
| 44 | Ergawealth Advisors, Inc. | 457,916 | $15.9M | 0.24% | 2025-12-31 |
| 45 | JPMORGAN CHASE & CO | 427,488 | $14.8M | 0.22% | 2025-12-31 |
| 46 | Apollon Wealth Management, LLC | 419,008 | $14.5M | 0.22% | 2025-12-31 |
| 47 | LifeGoal Wealth Advisors | 417,077 | $14.5M | 0.22% | 2025-12-31 |
| 48 | KWB Wealth | 379,205 | $13.1M | 0.20% | 2025-12-31 |
| 49 | Kestra Investment Management, LLC | 374,496 | $13.0M | 0.20% | 2025-12-31 |
| 50 | Frazier Financial Advisors, LLC | 372,646 | $12.9M | 0.19% | 2025-12-31 |
| 51 | STEPHENS INC /AR/ | 371,033 | $12.9M | 0.19% | 2025-12-31 |
| 52 | Souders Financial Advisors | 351,463 | $12.2M | 0.18% | 2025-12-31 |
| 53 | Integrated Wealth Concepts LLC | 345,769 | $12.0M | 0.18% | 2025-12-31 |
| 54 | Ridgeline Wealth Planning, LLC | 336,017 | $11.6M | 0.17% | 2025-12-31 |
| 55 | BNB Wealth Management, LLC | 335,837 | $11.6M | 0.17% | 2025-12-31 |
| 56 | AA Financial Advisors, LLC | 325,680 | $11.3M | 0.17% | 2025-12-31 |
| 57 | Clarity Wealth Advisors, LLC | 317,991 | $11.0M | 0.17% | 2025-12-31 |
| 58 | Steward Partners Investment Advisory, LLC | 299,822 | $10.4M | 0.16% | 2025-12-31 |
| 59 | PRINCIPAL SECURITIES, INC. | 296,491 | $10.3M | 0.15% | 2025-12-31 |
| 60 | Main Street Financial Solutions, LLC | 288,179 | $10.0M | 0.15% | 2025-12-31 |
| 61 | Royal Harbor Partners, LLC | 281,527 | $9.8M | 0.15% | 2025-12-31 |
| 62 | ROTHSCHILD INVESTMENT LLC | 270,536 | $9.4M | 0.14% | 2025-12-31 |
| 63 | MAI Capital Management | 270,298 | $9.4M | 0.14% | 2025-12-31 |
| 64 | HARBOUR INVESTMENTS, INC. | 265,540 | $9.2M | 0.14% | 2025-12-31 |
| 65 | Vestmark Advisory Solutions, Inc. | 264,286 | $9.2M | 0.14% | 2025-12-31 |
| 66 | AXXCESS WEALTH MANAGEMENT, LLC | 263,048 | $9.1M | 0.14% | 2025-12-31 |
| 67 | Michael Brady & Co., LLC | 260,825 | $9.0M | 0.13% | 2025-12-31 |
| 68 | Equitable Holdings, Inc. | 253,920 | $8.8M | 0.13% | 2025-12-31 |
| 69 | NavPoint Financial, Inc. | 252,169 | $8.7M | 0.13% | 2025-12-31 |
| 70 | CARY STREET PARTNERS FINANCIAL LLC | 251,277 | $8.7M | 0.13% | 2025-12-31 |
| 71 | Ruggaard & Associates LLC | 247,414 | $8.6M | 0.13% | 2025-12-31 |
| 72 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 240,126 | $8.3M | 0.12% | 2025-12-31 |
| 73 | Gerber Kawasaki Wealth & Investment Management | 237,326 | $8.2M | 0.12% | 2025-12-31 |
| 74 | Carson Advisory Inc. | 236,754 | $8.2M | 0.12% | 2025-12-31 |
| 75 | U.S. Capital Wealth Advisors, LLC | 234,237 | $8.1M | 0.12% | 2025-12-31 |
| 76 | Kera Capital Partners, Inc. | 219,467 | $8.0M | 0.11% | 2025-12-31 |
| 77 | Gutierrez Wealth Advisory, LLC | 223,770 | $7.8M | 0.11% | 2025-12-31 |
| 78 | Orion Porfolio Solutions, LLC | 214,103 | $7.4M | 0.11% | 2025-12-31 |
| 79 | Smartleaf Asset Management LLC | 210,651 | $7.3M | 0.11% | 2025-12-31 |
| 80 | Mutual Advisors, LLC | 204,252 | $7.1M | 0.10% | 2025-12-31 |
| 81 | Johnson Bixby & Associates, LLC | 196,011 | $6.8M | 0.10% | 2025-12-31 |
| 82 | Stonebridge Financial Group, LLC | 192,757 | $6.7M | 0.10% | 2025-12-31 |
| 83 | FINANCIAL MANAGEMENT NETWORK INC | 189,418 | $6.7M | 0.10% | 2025-12-31 |
| 84 | Balentine LLC | 184,812 | $6.4M | 0.09% | 2025-12-31 |
| 85 | Confluence Wealth Services, Inc. | 184,061 | $6.4M | 0.09% | 2025-12-31 |
| 86 | Paragon Advisors, LLC | 176,224 | $6.1M | 0.09% | 2025-12-31 |
| 87 | SMITH, MOORE & CO. | 168,956 | $5.9M | 0.09% | 2025-12-31 |
| 88 | Koshinski Asset Management, Inc. | 168,739 | $5.8M | 0.09% | 2025-12-31 |
| 89 | Rockefeller Capital Management L.P. | 165,976 | $5.8M | 0.08% | 2025-12-31 |
| 90 | FSM Wealth Advisors, LLC | 163,709 | $5.7M | 0.08% | 2025-12-31 |
| 91 | Burford Brothers, Inc. | 163,303 | $5.7M | 0.08% | 2025-12-31 |
| 92 | Boyer Financial Services, Inc. | 159,178 | $5.6M | 0.08% | 2025-12-31 |
| 93 | WEST MICHIGAN ADVISORS, LLC | 158,054 | $5.5M | 0.08% | 2025-12-31 |
| 94 | Perennial Investment Advisors, LLC | 155,042 | $5.4M | 0.08% | 2025-12-31 |
| 95 | RPg Family Wealth Advisory, LLC | 154,015 | $5.3M | 0.08% | 2025-12-31 |
| 96 | Strategic Blueprint, LLC | 153,243 | $5.3M | 0.08% | 2025-12-31 |
| 97 | AlphaCore Capital LLC | 149,828 | $5.2M | 0.08% | 2025-12-31 |
| 98 | TRUIST FINANCIAL CORP | 149,307 | $5.2M | 0.07% | 2025-12-31 |
| 99 | Entruity Wealth, LLC | 146,199 | $5.1M | 0.07% | 2025-12-31 |
| 100 | Smith Thornton Advisors LLC | 140,883 | $4.9M | 0.07% | 2025-12-31 |
| 101 | Cullen/Frost Bankers, Inc. | 137,291 | $4.8M | 0.07% | 2025-12-31 |
| 102 | SAGESPRING WEALTH PARTNERS, LLC | 200,838 | $4.5M | 0.10% | 2025-12-31 |
| 103 | Envestnet Portfolio Solutions, Inc. | 130,217 | $4.5M | 0.06% | 2025-12-31 |
| 104 | FOUNDERS FINANCIAL SECURITIES LLC | 128,418 | $4.4M | 0.06% | 2025-12-31 |
| 105 | DAVENPORT & Co LLC | 118,619 | $4.1M | 0.06% | 2025-12-31 |
| 106 | Smallwood Wealth Investment Management, LLC | 115,921 | $4.0M | 0.06% | 2025-12-31 |
| 107 | Leonard Rickey Investment Advisors P.L.L.C. | 115,845 | $4.0M | 0.06% | 2025-12-31 |
| 108 | Summit Financial, LLC | 113,065 | $3.9M | 0.06% | 2025-12-31 |
| 109 | PFG Advisors | 109,526 | $3.8M | 0.05% | 2025-12-31 |
| 110 | Bill Few Associates, Inc. | 109,421 | $3.8M | 0.05% | 2025-12-31 |
| 111 | J.W. COLE ADVISORS, INC. | 110,697 | $3.8M | 0.05% | 2025-12-31 |
| 112 | Integrity Advisory Solutions, LLC | 108,244 | $3.8M | 0.05% | 2025-12-31 |
| 113 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 107,845 | $3.7M | 0.05% | 2025-12-31 |
| 114 | HBW ADVISORY SERVICES LLC | 105,987 | $3.7M | 0.05% | 2025-12-31 |
| 115 | CATALYST FINANCIAL PARTNERS LLC | 105,927 | $3.7M | 0.05% | 2025-12-31 |
| 116 | Sovran Advisors, LLC | 101,658 | $3.7M | 0.05% | 2025-12-31 |
| 117 | CLG LLC | 104,825 | $3.6M | 0.05% | 2025-12-31 |
| 118 | KINGSWOOD WEALTH ADVISORS, LLC | 103,881 | $3.6M | 0.05% | 2025-12-31 |
| 119 | EQ WEALTH ADVISORS, LLC | 103,037 | $3.6M | 0.05% | 2025-12-31 |
| 120 | Concurrent Investment Advisors, LLC | 101,342 | $3.5M | 0.05% | 2025-12-31 |
| 121 | CVFG LLC | 98,014 | $3.4M | 0.05% | 2025-12-31 |
| 122 | Ameritas Advisory Services, LLC | 95,436 | $3.3M | 0.05% | 2025-12-31 |
| 123 | GOLDMAN SACHS GROUP INC | 95,375 | $3.3M | 0.05% | 2025-12-31 |
| 124 | MOSELEY INVESTMENT MANAGEMENT INC | 93,189 | $3.2M | 0.04% | 2025-12-31 |
| 125 | LongView Wealth Management | 89,029 | $3.2M | 0.04% | 2025-12-31 |
| 126 | Stratos Wealth Partners, LTD. | 91,847 | $3.2M | 0.04% | 2025-12-31 |
| 127 | Geneos Wealth Management Inc. | 90,190 | $3.1M | 0.04% | 2025-12-31 |
| 128 | A&I FINANCIAL SERVICES, LLC | 88,674 | $3.1M | 0.04% | 2025-12-31 |
| 129 | Trueblood Wealth Management, LLC | 88,207 | $3.1M | 0.04% | 2025-12-31 |
| 130 | Merit Financial Group, LLC | 86,965 | $3.0M | 0.04% | 2025-12-31 |
| 131 | Aprio Wealth Management, LLC | 85,697 | $3.0M | 0.04% | 2025-12-31 |
| 132 | KESTRA PRIVATE WEALTH SERVICES, LLC | 83,054 | $2.9M | 0.04% | 2025-12-31 |
| 133 | ENDEAVOR PRIVATE WEALTH, INC. | 82,780 | $2.9M | 0.04% | 2025-12-31 |
| 134 | VestGen Advisors, LLC | 80,903 | $2.8M | 0.04% | 2025-12-31 |
| 135 | BROWN BROTHERS HARRIMAN & CO | 79,321 | $2.7M | 0.04% | 2025-12-31 |
| 136 | Tradition Wealth Management, LLC | 78,193 | $2.7M | 0.04% | 2025-12-31 |
| 137 | SILVERLAKE WEALTH MANAGEMENT LLC | 76,962 | $2.7M | 0.04% | 2025-12-31 |
| 138 | ORBA Wealth Advisors, L.L.C. | 74,764 | $2.6M | 0.03% | 2025-12-31 |
| 139 | Venture Visionary Partners LLC | 71,073 | $2.5M | 0.03% | 2025-12-31 |
| 140 | Greykasell Wealth Strategies, Inc. | 69,301 | $2.4M | 0.03% | 2025-12-31 |
| 141 | Financial Perspectives, Inc | 68,567 | $2.4M | 0.03% | 2025-12-31 |
| 142 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 67,281 | $2.3M | 0.03% | 2025-12-31 |
| 143 | Rather & Kittrell, Inc. | 61,527 | $2.1M | 0.03% | 2025-12-31 |
| 144 | Blueprint Investment Partners LLC | 61,485 | $2.1M | 0.03% | 2025-12-31 |
| 145 | Beacon Financial Advisory LLC | 61,039 | $2.1M | 0.03% | 2025-12-31 |
| 146 | Northwest Financial Advisors | 60,384 | $2.1M | 0.03% | 2025-12-31 |
| 147 | Blueprint Financial Advisors LLC | 60,361 | $2.1M | 0.03% | 2025-12-31 |
| 148 | IFG Advisory, LLC | 59,444 | $2.1M | 0.03% | 2025-12-31 |
| 149 | Meridian Wealth Management, LLC | 59,125 | $2.0M | 0.03% | 2025-12-31 |
| 150 | NOVEM GROUP | 57,417 | $2.0M | 0.03% | 2025-12-31 |
| 151 | Vise Technologies, Inc. | 56,505 | $2.0M | 0.03% | 2025-12-31 |
| 152 | EP Wealth Advisors, LLC | 52,453 | $1.8M | 0.02% | 2025-12-31 |
| 153 | Modern Wealth Management, LLC | 52,098 | $1.8M | 0.02% | 2025-12-31 |
| 154 | Creative Planning | 51,190 | $1.8M | 0.02% | 2025-12-31 |
| 155 | Strategic Family Wealth Counselors, L.L.C. | 49,396 | $1.8M | 0.02% | 2025-12-31 |
| 156 | Gateway Wealth Partners, LLC | 50,480 | $1.7M | 0.02% | 2025-12-31 |
| 157 | RFG Advisory, LLC | 49,733 | $1.7M | 0.02% | 2025-12-31 |
| 158 | BlackRock, Inc. | 49,584 | $1.7M | 0.02% | 2025-12-31 |
| 159 | SWEENEY & MICHEL, LLC | 46,228 | $1.7M | 0.02% | 2025-12-31 |
| 160 | Saxony Capital Management, LLC | 48,218 | $1.7M | 0.02% | 2025-12-31 |
| 161 | EverSource Wealth Advisors, LLC | 47,974 | $1.7M | 0.02% | 2025-12-31 |
| 162 | Mariner, LLC | 47,281 | $1.6M | 0.02% | 2025-12-31 |
| 163 | Daybright Advisory Services, Inc. | 45,498 | $1.6M | 0.02% | 2025-12-31 |
| 164 | Total Clarity Wealth Management, Inc. | 45,353 | $1.6M | 0.02% | 2025-12-31 |
| 165 | OPPENHEIMER & CO INC | 45,312 | $1.6M | 0.02% | 2025-12-31 |
| 166 | Advance Capital Management, Inc. | 44,092 | $1.5M | 0.02% | 2025-12-31 |
| 167 | CALTON & ASSOCIATES, INC. | 43,190 | $1.5M | 0.02% | 2025-12-31 |
| 168 | Armstrong, Fleming & Moore, Inc | 43,003 | $1.5M | 0.02% | 2025-12-31 |
| 169 | Colonial River Investments, LLC | 41,497 | $1.4M | 0.02% | 2025-12-31 |
| 170 | 44 WEALTH MANAGEMENT LLC | 41,137 | $1.4M | 0.02% | 2025-12-31 |
| 171 | RENAISSANCE TECHNOLOGIES LLC | 40,400 | $1.4M | 0.02% | 2025-12-31 |
| 172 | Arkadios Wealth Advisors | 39,838 | $1.4M | 0.02% | 2025-12-31 |
| 173 | SEAMOUNT FINANCIAL GROUP INC | 39,671 | $1.4M | 0.02% | 2025-12-31 |
| 174 | Mascagni Wealth Management, Inc. | 39,193 | $1.4M | 0.02% | 2025-12-31 |
| 175 | Tempus Wealth Planning, LLC | 39,137 | $1.4M | 0.02% | 2025-12-31 |
| 176 | SITTNER & NELSON, LLC | 37,313 | $1.3M | 0.01% | 2025-12-31 |
| 177 | Stonebridge Financial Group, LLC / MO | 38,558 | $1.3M | 0.02% | 2025-12-31 |
| 178 | TITLEIST ASSET MANAGEMENT, LLC | 37,909 | $1.3M | 0.02% | 2025-12-31 |
| 179 | Professional Financial Advisors, LLC | 37,866 | $1.3M | 0.02% | 2025-12-31 |
| 180 | Latitude Advisors, LLC | 37,800 | $1.3M | 0.02% | 2025-12-31 |
| 181 | Atria Investments, Inc | 37,674 | $1.3M | 0.02% | 2025-12-31 |
| 182 | Jacobi Capital Management LLC | 37,144 | $1.3M | 0.01% | 2025-12-31 |
| 183 | Procyon Advisors, LLC | 36,901 | $1.3M | 0.01% | 2025-12-31 |
| 184 | LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 35,260 | $1.2M | 0.01% | 2025-12-31 |
| 185 | Belpointe Asset Management LLC | 33,774 | $1.2M | 0.01% | 2025-12-31 |
| 186 | WEATHERLY ASSET MANAGEMENT L. P. | 33,333 | $1.2M | 0.01% | 2025-12-31 |
| 187 | LANDAAS & CO /WI /ADV | 33,012 | $1.1M | 0.01% | 2025-12-31 |
| 188 | COMERICA BANK | 32,311 | $1.1M | 0.01% | 2025-12-31 |
| 189 | Global Retirement Partners, LLC | 31,629 | $1.1M | 0.01% | 2025-12-31 |
| 190 | First Heartland Consultants, Inc. | 31,400 | $1.1M | 0.01% | 2025-12-31 |
| 191 | World Investment Advisors | 52,215 | $1.1M | 0.02% | 2025-12-31 |
| 192 | Cerity Partners LLC | 30,340 | $1.1M | 0.01% | 2025-12-31 |
| 193 | MGO ONE SEVEN LLC | 29,929 | $1.0M | 0.01% | 2025-12-31 |
| 194 | Financial Planning Navigators CORP | 29,666 | $1.0M | 0.01% | 2025-12-31 |
| 195 | Signature Resources Capital Management, LLC | 29,217 | $1.0M | 0.01% | 2025-12-31 |
| 196 | Lincoln Capital LLC | 28,697 | $994.4K | 0.01% | 2025-12-31 |
| 197 | Western Wealth Management, LLC | 27,910 | $967.1K | 0.01% | 2025-12-31 |
| 198 | Convergence Financial, LLC | 27,399 | $949.4K | 0.01% | 2025-12-31 |
| 199 | Advisory Services Network, LLC | 27,245 | $944.0K | 0.01% | 2025-12-31 |
| 200 | MSH Capital Advisors LLC | 27,039 | $936.9K | 0.01% | 2025-12-31 |
| 201 | Capital Planning LLC | 26,614 | $935.5K | 0.01% | 2025-12-31 |
| 202 | BridgePort Financial Solutions, LLC | 26,292 | $911.0K | 0.01% | 2025-12-31 |
| 203 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 26,244 | $909.4K | 0.01% | 2025-12-31 |
| 204 | HB Wealth Management, LLC | 26,019 | $901.6K | 0.01% | 2025-12-31 |
| 205 | Dynamic Advisor Solutions LLC | 25,695 | $890.3K | 0.01% | 2025-12-31 |
| 206 | SUMMIT WEALTH GROUP LLC / CO | 25,660 | $889.1K | 0.01% | 2025-12-31 |
| 207 | Lodestone Wealth Management LLC | 25,218 | $873.8K | 0.01% | 2025-12-31 |
| 208 | Security Financial Services, INC. | 24,214 | $839.0K | 0.01% | 2025-12-31 |
| 209 | M.E. ALLISON & CO., INC. | 24,184 | $838.0K | 0.01% | 2025-12-31 |
| 210 | Vantus Wealth LLC | 23,798 | $824.6K | 0.01% | 2025-12-31 |
| 211 | Presper Financial Architects, LLC | 23,747 | $822.8K | 0.01% | 2025-12-31 |
| 212 | UHLMANN PRICE SECURITIES, LLC | 23,734 | $822.4K | 0.01% | 2025-12-31 |
| 213 | American Financial Advisors, LLC | 23,638 | $819.1K | 0.01% | 2025-12-31 |
| 214 | Brown Miller Wealth Management, LLC | 23,603 | $817.8K | 0.01% | 2025-12-31 |
| 215 | 180 WEALTH ADVISORS, LLC | 23,572 | $816.8K | 0.01% | 2025-12-31 |
| 216 | Olistico Wealth, LLC | 22,689 | $786.2K | 0.01% | 2025-12-31 |
| 217 | Evergreen Wealth Partners LLC | 22,584 | $782.6K | 0.01% | 2025-12-31 |
| 218 | CERTIOR FINANCIAL GROUP, LLC | 21,932 | $759.9K | 0.01% | 2025-12-31 |
| 219 | Moors & Cabot, Inc. | 21,834 | $756.5K | 0.01% | 2025-12-31 |
| 220 | Cornerstone Wealth Management, LLC | 21,688 | $751.5K | 0.01% | 2025-12-31 |
| 221 | Advyzon Investment Management, LLC | 20,928 | $725.2K | 0.01% | 2025-12-31 |
| 222 | Fearless Solutions, LLC dba Best Invest | 20,782 | $720.1K | 0.01% | 2025-12-31 |
| 223 | AMERIPRISE FINANCIAL INC | 20,459 | $708.9K | 0.01% | 2025-12-31 |
| 224 | INSIGNEO ADVISORY SERVICES, LLC | 20,034 | $694.2K | 0.01% | 2025-12-31 |
| 225 | Investment Planning Advisors, Inc. | 19,883 | $689.0K | 0.01% | 2025-12-31 |
| 226 | Lantern Wealth Advisors, LLC | 19,813 | $686.5K | 0.01% | 2025-12-31 |
| 227 | OneDigital Investment Advisors LLC | 19,745 | $684.2K | 0.01% | 2025-12-31 |
| 228 | Signature Wealth Management Group | 19,735 | $683.8K | 0.01% | 2025-12-31 |
| 229 | Cornerstone Advisory, LLC | 19,019 | $659.0K | 0.01% | 2025-12-31 |
| 230 | QUADRANT CAPITAL GROUP LLC | 18,866 | $653.7K | 0.01% | 2025-12-31 |
| 231 | MERCER GLOBAL ADVISORS INC /ADV | 18,804 | $651.6K | 0.01% | 2025-12-31 |
| 232 | Howard Capital Management Group, LLC | 18,566 | $643.3K | 0.00% | 2025-12-31 |
| 233 | CHOREO, LLC | 18,276 | $636.4K | 0.00% | 2025-12-31 |
| 234 | Stratos Wealth Advisors, LLC | 17,945 | $621.8K | 0.00% | 2025-12-31 |
| 235 | Tudor Financial Inc. | 17,890 | $619.9K | 0.00% | 2025-12-31 |
| 236 | Sanctuary Advisors, LLC | 17,820 | $617.5K | 0.00% | 2025-12-31 |
| 237 | CreativeOne Wealth, LLC | 17,570 | $608.8K | 0.00% | 2025-12-31 |
| 238 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 17,433 | $604.1K | 0.00% | 2025-12-31 |
| 239 | KMG FIDUCIARY PARTNERS, LLC | 17,408 | $603.2K | 0.00% | 2025-12-31 |
| 240 | Walkner Condon Financial Advisors LLC | 17,060 | $591.1K | 0.00% | 2025-12-31 |
| 241 | Financial Security Advisor, Inc. | 16,556 | $573.7K | 0.00% | 2025-12-31 |
| 242 | Sigma Planning Corp | 16,269 | $572.4K | 0.00% | 2025-12-31 |
| 243 | EXENCIAL WEALTH ADVISORS, LLC | 16,516 | $572.3K | 0.00% | 2025-12-31 |
| 244 | Visionary Wealth Advisors | 16,247 | $563.0K | 0.00% | 2025-12-31 |
| 245 | McNamara Financial Services, Inc. | 15,110 | $523.6K | 0.00% | 2025-12-31 |
| 246 | Perigon Wealth Management, LLC | 15,071 | $522.2K | 0.00% | 2025-12-31 |
| 247 | Diversify Advisory Services, LLC | 14,198 | $514.1K | 0.00% | 2025-12-31 |
| 248 | Balboa Wealth Partners | 14,709 | $509.7K | 0.00% | 2025-12-31 |
| 249 | GWN SECURITIES INC. | 14,417 | $499.6K | 0.00% | 2025-12-31 |
| 250 | GTS SECURITIES LLC | 13,477 | $467.0K | 0.00% | 2025-12-31 |
| 251 | MONEY CONCEPTS CAPITAL CORP | 13,200 | $457.4K | 0.00% | 2025-12-31 |
| 252 | Waterloo Capital, L.P. | 12,857 | $445.5K | 0.00% | 2025-12-31 |
| 253 | NORTHERN TRUST CORP | 12,377 | $428.9K | 0.00% | 2025-12-31 |
| 254 | HUB Investment Partners, LLC | 12,364 | $428.4K | 0.00% | 2025-12-31 |
| 255 | ADAMSBROWN WEALTH CONSULTANTS LLC | 12,251 | $424.5K | 0.00% | 2025-12-31 |
| 256 | Kingsview Wealth Management, LLC | 12,098 | $419.2K | 0.00% | 2025-12-31 |
| 257 | Synergy Investment Management, LLC | 12,025 | $416.7K | 0.00% | 2025-12-31 |
| 258 | IHT Wealth Management, LLC | 11,589 | $401.6K | 0.00% | 2025-12-31 |
| 259 | United Advisor Group, LLC | 11,587 | $401.5K | 0.00% | 2025-12-31 |
| 260 | INTEGRITY ALLIANCE, LLC. | 11,410 | $395.4K | 0.00% | 2025-12-31 |
| 261 | PRIVATE TRUST CO NA | 11,356 | $393.5K | 0.00% | 2025-12-31 |
| 262 | Troutman Wealth Management, LLC | 11,089 | $384.2K | 0.00% | 2025-12-31 |
| 263 | GREAT VALLEY ADVISOR GROUP, INC. | 10,954 | $380.0K | 0.00% | 2025-12-31 |
| 264 | TWO SIGMA SECURITIES, LLC | 10,715 | $371.3K | 0.00% | 2025-12-31 |
| 265 | Octavia Wealth Advisors, LLC | 10,464 | $362.6K | 0.00% | 2025-12-31 |
| 266 | D. E. Shaw & Co., Inc. | 10,347 | $358.5K | 0.00% | 2025-12-31 |
| 267 | KMT WEALTH MANAGEMENT, LLC | 10,286 | $356.4K | 0.00% | 2025-12-31 |
| 268 | DAYMARK WEALTH PARTNERS, LLC | 10,227 | $354.4K | 0.00% | 2025-12-31 |
| 269 | Capital Investment Advisory Services, LLC | 10,081 | $349.3K | 0.00% | 2025-12-31 |
| 270 | Transamerica Financial Advisors, LLC | 10,027 | $347.4K | 0.00% | 2025-12-31 |
| 271 | Lantz Financial LLC | 10,021 | $347.2K | 0.00% | 2025-12-31 |
| 272 | Vigil Wealth Management, LLC | 9,992 | $346.2K | 0.00% | 2025-12-31 |
| 273 | Aspen Capital Management, LLC | 9,974 | $345.6K | 0.00% | 2025-12-31 |
| 274 | AQR CAPITAL MANAGEMENT LLC | 9,968 | $345.4K | 0.00% | 2025-12-31 |
| 275 | Mayflower Financial Advisors, LLC | 9,744 | $337.6K | 0.00% | 2025-12-31 |
| 276 | KPP Advisory Services LLC | 9,702 | $336.2K | 0.00% | 2025-12-31 |
| 277 | MFA Wealth Services | 9,376 | $324.9K | 0.00% | 2025-12-31 |
| 278 | Patriot Financial Group Insurance Agency, LLC | 9,308 | $322.5K | 0.00% | 2025-12-31 |
| 279 | High Falls Advisors, Inc | 9,251 | $320.5K | 0.00% | 2025-12-31 |
| 280 | Kovack Advisors, Inc. | 9,163 | $317.5K | 0.00% | 2025-12-31 |
| 281 | BARRETT & COMPANY, INC. | 8,977 | $311.0K | 0.00% | 2025-12-31 |
| 282 | Advisor Resource Council | 8,535 | $307.2K | 0.00% | 2025-12-31 |
| 283 | Sequoia Financial Advisors, LLC | 8,818 | $305.5K | 0.00% | 2025-12-31 |
| 284 | Ascent Group, LLC | 8,787 | $304.5K | 0.00% | 2025-12-31 |
| 285 | Founders Financial Alliance, LLC | 8,660 | $300.1K | 0.00% | 2025-12-31 |
| 286 | Meeder Advisory Services, Inc. | 8,487 | $294.1K | 0.00% | 2025-12-31 |
| 287 | Nvest Financial, LLC | 8,419 | $291.7K | 0.00% | 2025-12-31 |
| 288 | US BANCORP \DE\ | 8,340 | $289.0K | 0.00% | 2025-12-31 |
| 289 | Prime Capital Investment Advisors, LLC | 8,309 | $287.9K | 0.00% | 2025-12-31 |
| 290 | VICUS CAPITAL | 8,262 | $286.3K | 0.00% | 2025-12-31 |
| 291 | Simplicity Wealth,LLC | 8,219 | $284.8K | 0.00% | 2025-12-31 |
| 292 | Aspire Growth Partners LLC | 8,180 | $283.5K | 0.00% | 2025-12-31 |
| 293 | HARMONY ASSET MANAGEMENT LLC | 8,078 | $279.9K | 0.00% | 2025-12-31 |
| 294 | CITIGROUP INC | 8,048 | $278.9K | 0.00% | 2025-12-31 |
| 295 | SAX WEALTH ADVISORS, LLC | 8,038 | $278.5K | 0.00% | 2025-12-31 |
| 296 | TRANSCEND CAPITAL ADVISORS, LLC | 7,980 | $276.5K | 0.00% | 2025-12-31 |
| 297 | CIBC WORLD MARKET INC. | 7,849 | $272.0K | 0.00% | 2025-12-31 |
| 298 | Callan Family Office, LLC | 7,824 | $271.1K | 0.00% | 2025-12-31 |
| 299 | OpenArc Corporate Advisory, LLC | 7,786 | $269.8K | 0.00% | 2025-12-31 |
| 300 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,753 | $268.6K | 0.00% | 2025-12-31 |
| 301 | Savvy Advisors, Inc. | 7,734 | $268.0K | 0.00% | 2025-12-31 |
| 302 | Tenzing Financial LLC | 7,729 | $267.8K | 0.00% | 2025-12-31 |
| 303 | Berger Financial Group, Inc | 7,429 | $257.4K | 0.00% | 2025-12-31 |
| 304 | HBK Sorce Advisory LLC | 7,063 | $255.1K | 0.00% | 2025-12-31 |
| 305 | Trinity Wealth Management, LLC | 7,320 | $253.6K | 0.00% | 2025-12-31 |
| 306 | CIBC Private Wealth Group LLC | 7,116 | $246.6K | 0.00% | 2025-12-31 |
| 307 | Oak Grove Capital LLC | 7,107 | $246.3K | 0.00% | 2025-12-31 |
| 308 | FOCUSED ALPHA, LLC | 6,961 | $241.2K | 0.00% | 2025-12-31 |
| 309 | Vertex Planning Partners, LLC | 6,874 | $238.2K | 0.00% | 2025-12-31 |
| 310 | CORA CAPITAL ADVISORS LLC | 6,778 | $234.9K | 0.00% | 2025-12-31 |
| 311 | Compton Financial Group, LLC | 6,706 | $232.3K | 0.00% | 2025-12-31 |
| 312 | VestGen Investment Management | 6,699 | $232.1K | 0.00% | 2025-12-31 |
| 313 | Ausdal Financial Partners, Inc. | 6,564 | $227.4K | 0.00% | 2025-12-31 |
| 314 | Cravens & Co Advisors, LLC | 6,194 | $223.4K | 0.00% | 2025-12-31 |
| 315 | Larson Financial Group LLC | 6,375 | $220.9K | 0.00% | 2025-12-31 |
| 316 | FinDec Wealth Services, Inc. | 6,281 | $217.6K | 0.00% | 2025-12-31 |
| 317 | Main Line Retirement Advisors, LLC | 6,229 | $215.8K | 0.00% | 2025-12-31 |
| 318 | Fisher Asset Management, LLC | 6,134 | $212.5K | 0.00% | 2025-12-31 |
| 319 | Summit Trail Advisors, LLC | 6,075 | $210.5K | 0.00% | 2025-12-31 |
| 320 | IFP Advisors, Inc | 6,010 | $208.2K | 0.00% | 2025-12-31 |
| 321 | Forvis Mazars Wealth Advisors, LLC | 5,903 | $204.5K | 0.00% | 2025-12-31 |
| 322 | Wealthcare Advisory Partners LLC | 5,843 | $202.5K | 0.00% | 2025-12-31 |
| 323 | McKinley Carter Wealth Services, Inc. | 5,803 | $201.1K | 0.00% | 2025-12-31 |
| 324 | GeoWealth Management, LLC | 5,751 | $199.3K | 0.00% | 2025-12-31 |
| 325 | Pinnacle Bancorp, Inc. | 5,750 | $199.2K | 0.00% | 2025-12-31 |
| 326 | Root Financial Partners, LLC | 5,540 | $192.0K | 0.00% | 2025-12-31 |
| 327 | Vermillion & White Wealth Management Group, LLC | 3,647 | $126.4K | 0.00% | 2025-12-31 |
| 328 | Cambridge Investment Research Advisors, Inc. | 3,214,170 | $111.4K | 1.71% | 2025-12-31 |
| 329 | ORG Partners LLC | 3,053 | $105.8K | 0.00% | 2025-12-31 |
| 330 | Allworth Financial LP | 2,702 | $93.6K | 0.00% | 2025-12-31 |
| 331 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 2,396 | $83.0K | 0.00% | 2025-12-31 |
| 332 | TD Waterhouse Canada Inc. | 1,989 | $68.9K | 0.00% | 2025-12-31 |
| 333 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1,986 | $68.8K | 0.00% | 2025-12-31 |
| 334 | Richardson Capital Management LLC | 1,895 | $65.7K | 0.00% | 2025-12-31 |
| 335 | AMERIFLEX GROUP, INC. | 1,401 | $48.5K | 0.00% | 2025-12-31 |
| 336 | TD Capital Management LLC | 1,387 | $48.0K | 0.00% | 2025-12-31 |
| 337 | Arax Advisory Partners | 1,362 | $47.2K | 0.00% | 2025-12-31 |
| 338 | CoreCap Advisors, LLC | 1,219 | $42.3K | 0.00% | 2025-12-31 |
| 339 | Miller Capital Partners, Inc. | 1,184 | $41.0K | 0.00% | 2025-12-31 |
| 340 | Pinnacle Wealth Planning Services, Inc. | 1,158 | $40.1K | 0.00% | 2025-12-31 |
| 341 | Ameritas Investment Partners, Inc. | 946 | $32.8K | 0.00% | 2025-12-31 |
| 342 | ELEVATION WEALTH PARTNERS, LLC | 894 | $31.0K | 0.00% | 2025-12-31 |
| 343 | Janney Montgomery Scott LLC | 881,042 | $30.5K | 0.47% | 2025-12-31 |
| 344 | GAMMA Investing LLC | 827 | $28.7K | 0.00% | 2025-12-31 |
| 345 | Sunbelt Securities, Inc. | 756 | $26.2K | 0.00% | 2025-12-31 |
| 346 | NBC SECURITIES, INC. | 740 | $25.6K | 0.00% | 2025-12-31 |
| 347 | Pflug Koory, LLC | 729 | $25.3K | 0.00% | 2025-12-31 |
| 348 | Salomon & Ludwin, LLC | 680 | $24.2K | 0.00% | 2025-12-31 |
| 349 | Clearstead Advisors, LLC | 696 | $24.1K | 0.00% | 2025-12-31 |
| 350 | AMERICAN NATIONAL BANK & TRUST | 630 | $21.8K | 0.00% | 2025-12-31 |
| 351 | AdvisorNet Financial, Inc | 621 | $21.5K | 0.00% | 2025-12-31 |
| 352 | Indiana Trust & Investment Management Co | 605 | $21.0K | 0.00% | 2025-12-31 |
| 353 | Financial Gravity Asset Management, Inc. | 590 | $20.4K | 0.00% | 2025-12-31 |
| 354 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 537 | $18.6K | 0.00% | 2025-12-31 |
| 355 | McIlrath & Eck, LLC | 523 | $18.1K | 0.00% | 2025-12-31 |
| 356 | BOKF, NA | 510 | $17.7K | 0.00% | 2025-12-31 |
| 357 | Signature Equity Partners, LLC | 457 | $15.8K | 0.00% | 2025-12-31 |
| 358 | ARVEST INVESTMENTS, INC. | 442 | $15.3K | 0.00% | 2025-12-31 |
| 359 | Johnson Financial Group, Inc. | 350 | $12.1K | 0.00% | 2025-12-31 |
| 360 | Russell Investments Group, Ltd. | 338 | $11.7K | 0.00% | 2025-12-31 |
| 361 | Rossby Financial, LCC | 328 | $11.4K | 0.00% | 2025-12-31 |
| 362 | FMR LLC | 294 | $10.2K | 0.00% | 2025-12-31 |
| 363 | NATIXIS ADVISORS, LLC | 283,688 | $9.8K | 0.15% | 2025-12-31 |
| 364 | PEAPACK GLADSTONE FINANCIAL CORP | 229,519 | $8.0K | 0.12% | 2025-12-31 |
| 365 | CWM, LLC | 222,566 | $7.7K | 0.11% | 2025-12-31 |
| 366 | Capital Analysts, LLC | 182,272 | $6.3K | 0.09% | 2025-12-31 |
| 367 | Asset Dedication, LLC | 175 | $6.1K | 0.00% | 2025-12-31 |
| 368 | CENTRAL TRUST Co | 125 | $4.3K | 0.00% | 2025-12-31 |
| 369 | Dunhill Financial, LLC | 117 | $4.1K | 0.00% | 2025-12-31 |
| 370 | SIGNATUREFD, LLC | 84 | $2.9K | 0.00% | 2025-12-31 |
| 371 | HUNTINGTON NATIONAL BANK | 78 | $2.7K | 0.00% | 2025-12-31 |
| 372 | PARK AVENUE SECURITIES LLC | 67,827 | $2.4K | 0.03% | 2025-12-31 |
| 373 | THOROUGHBRED FINANCIAL SERVICES, LLC | 65,390 | $2.3K | 0.03% | 2025-12-31 |
| 374 | Turning Point Benefit Group, Inc. | 64 | $2.2K | 0.00% | 2025-12-31 |
| 375 | Golden State Wealth Management, LLC | 16 | $561 | 0.00% | 2025-12-31 |
| 376 | Summit Global Investments | 14,668 | $508 | 0.00% | 2025-12-31 |
| 377 | M Holdings Securities, Inc. | 12,810 | $444 | 0.00% | 2025-12-31 |
| 378 | WEDBUSH SECURITIES INC | 10,757 | $373 | 0.00% | 2025-12-31 |
| 379 | BESSEMER GROUP INC | 9,750 | $338 | 0.00% | 2025-12-31 |
| 380 | Archer Investment Corp | 6 | $208 | 0.00% | 2025-12-31 |
| 381 | CX Institutional | 1,198 | $41 | 0.00% | 2025-12-31 |