CUSIP 14021D107
CAPITAL GROUP CORE BALANCED
301 institutions · $2.93B total · 88,312,036 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 12,575,716 | $444.3M | 14.24% | 2025-12-31 |
| 2 | Advance Capital Management, Inc. | 9,385,711 | $331.6M | 10.62% | 2025-12-31 |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 6,945,438 | $245.4M | 7.86% | 2025-12-31 |
| 4 | MORGAN STANLEY | 4,057,304 | $143.3M | 4.59% | 2025-12-31 |
| 5 | WELLS FARGO & COMPANY/MN | 3,426,574 | $121.1M | 3.88% | 2025-12-31 |
| 6 | Cetera Investment Advisers | 3,325,254 | $117.5M | 3.76% | 2025-12-31 |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 2,757,985 | $97.4M | 3.12% | 2025-12-31 |
| 8 | OSAIC HOLDINGS, INC. | 2,350,875 | $83.1M | 2.66% | 2025-12-31 |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,029,102 | $73.1M | 2.29% | 2025-12-31 |
| 10 | Aprio Wealth Management, LLC | 1,810,371 | $64.0M | 2.04% | 2025-12-31 |
| 11 | Royal Bank of Canada | 1,761,523 | $62.2M | 1.99% | 2025-12-31 |
| 12 | JONES FINANCIAL COMPANIES LLLP | 1,507,500 | $53.3M | 1.70% | 2025-12-31 |
| 13 | RAYMOND JAMES FINANCIAL INC | 1,352,104 | $47.8M | 1.53% | 2025-12-31 |
| 14 | Kestra Advisory Services, LLC | 1,302,345 | $46.0M | 1.47% | 2025-12-31 |
| 15 | STIFEL FINANCIAL CORP | 1,053,951 | $37.2M | 1.19% | 2025-12-31 |
| 16 | MML INVESTORS SERVICES, LLC | 976,578 | $34.5M | 1.10% | 2025-12-31 |
| 17 | &PARTNERS | 709,974 | $25.2M | 0.80% | 2025-12-31 |
| 18 | ST GERMAIN D J CO INC | 686,422 | $24.3M | 0.77% | 2025-12-31 |
| 19 | KWB Wealth | 673,458 | $23.8M | 0.76% | 2025-12-31 |
| 20 | BENJAMIN EDWARDS INC | 646,639 | $22.8M | 0.73% | 2025-12-31 |
| 21 | HARBOUR INVESTMENTS, INC. | 611,516 | $21.6M | 0.69% | 2025-12-31 |
| 22 | Concurrent Investment Advisors, LLC | 546,205 | $19.3M | 0.61% | 2025-12-31 |
| 23 | Greenbush Financial Group, LLC | 514,956 | $18.2M | 0.58% | 2025-12-31 |
| 24 | GREAT VALLEY ADVISOR GROUP, INC. | 496,331 | $17.5M | 0.56% | 2025-12-31 |
| 25 | Confluence Wealth Services, Inc. | 492,538 | $17.4M | 0.55% | 2025-12-31 |
| 26 | KESTRA PRIVATE WEALTH SERVICES, LLC | 479,872 | $17.0M | 0.54% | 2025-12-31 |
| 27 | Private Advisor Group, LLC | 475,632 | $16.8M | 0.53% | 2025-12-31 |
| 28 | Mariner, LLC | 428,018 | $15.1M | 0.48% | 2025-12-31 |
| 29 | Smartleaf Asset Management LLC | 400,386 | $14.2M | 0.45% | 2025-12-31 |
| 30 | B. Riley Wealth Advisors, Inc. | 383,283 | $13.5M | 0.43% | 2025-12-31 |
| 31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 161,594 | $13.4M | 0.18% | 2025-12-31 |
| 32 | CARY STREET PARTNERS FINANCIAL LLC | 356,266 | $12.6M | 0.40% | 2025-12-31 |
| 33 | Base Wealth Management LLC | 340,480 | $12.0M | 0.38% | 2025-12-31 |
| 34 | NewEdge Advisors, LLC | 329,138 | $11.6M | 0.37% | 2025-12-31 |
| 35 | Hartmann Taylor Wealth Management, LLC | 323,243 | $11.4M | 0.36% | 2025-12-31 |
| 36 | Quantum Financial Planning Services, Inc. | 319,107 | $11.3M | 0.36% | 2025-12-31 |
| 37 | IFP Advisors, Inc | 317,223 | $11.2M | 0.35% | 2025-12-31 |
| 38 | Johnson Bixby & Associates, LLC | 316,835 | $11.2M | 0.35% | 2025-12-31 |
| 39 | SMITH, MOORE & CO. | 307,520 | $10.9M | 0.34% | 2025-12-31 |
| 40 | High Net Worth Advisory Group LLC | 295,837 | $10.5M | 0.33% | 2025-12-31 |
| 41 | D.A. DAVIDSON & CO. | 295,303 | $10.4M | 0.33% | 2025-12-31 |
| 42 | FLAGSHIP HARBOR ADVISORS, LLC | 284,093 | $10.0M | 0.32% | 2025-12-31 |
| 43 | Stratos Wealth Partners, LTD. | 273,120 | $9.6M | 0.30% | 2025-12-31 |
| 44 | Capital Management Associates, Inc | 270,608 | $9.6M | 0.30% | 2025-12-31 |
| 45 | Geneos Wealth Management Inc. | 270,072 | $9.5M | 0.30% | 2025-12-31 |
| 46 | World Investment Advisors | 273,910 | $9.3M | 0.31% | 2025-12-31 |
| 47 | Apollon Wealth Management, LLC | 256,732 | $9.1M | 0.29% | 2025-12-31 |
| 48 | Boyer Financial Services, Inc. | 253,916 | $9.0M | 0.28% | 2025-12-31 |
| 49 | Cullen/Frost Bankers, Inc. | 254,576 | $9.0M | 0.28% | 2025-12-31 |
| 50 | Mesirow Financial Investment Management, Inc. | 253,347 | $9.0M | 0.28% | 2025-12-31 |
| 51 | LongView Wealth Management | 245,039 | $8.9M | 0.27% | 2025-12-31 |
| 52 | Merit Financial Group, LLC | 243,314 | $8.6M | 0.27% | 2025-12-31 |
| 53 | FOUNDERS FINANCIAL SECURITIES LLC | 232,135 | $8.2M | 0.26% | 2025-12-31 |
| 54 | Venture Visionary Partners LLC | 224,211 | $8.0M | 0.25% | 2025-12-31 |
| 55 | PCG Wealth Advisors, LLC | 225,908 | $8.0M | 0.25% | 2025-12-31 |
| 56 | ASSETMARK, INC | 225,174 | $8.0M | 0.25% | 2025-12-31 |
| 57 | ENDEAVOR PRIVATE WEALTH, INC. | 215,086 | $7.6M | 0.24% | 2025-12-31 |
| 58 | Baird Financial Group, Inc. | 212,396 | $7.5M | 0.24% | 2025-12-31 |
| 59 | HighTower Advisors, LLC | 210,402 | $7.4M | 0.23% | 2025-12-31 |
| 60 | Capital Group Private Client Services, Inc. | 207,979 | $7.3M | 0.23% | 2025-12-31 |
| 61 | Clarity Wealth Advisors, LLC | 206,693 | $7.3M | 0.23% | 2025-12-31 |
| 62 | UBS Group AG | 201,077 | $7.1M | 0.22% | 2025-12-31 |
| 63 | JANE STREET GROUP, LLC | 200,000 | $7.1M | 0.22% | 2025-12-31 |
| 64 | Worth Asset Management, LLC | 196,169 | $6.9M | 0.22% | 2025-12-31 |
| 65 | Integrated Wealth Concepts LLC | 194,980 | $6.9M | 0.22% | 2025-12-31 |
| 66 | SEAMOUNT FINANCIAL GROUP INC | 193,783 | $6.8M | 0.21% | 2025-12-31 |
| 67 | Kingsview Wealth Management, LLC | 177,002 | $6.3M | 0.20% | 2025-12-31 |
| 68 | Tempus Wealth Planning, LLC | 167,919 | $5.9M | 0.19% | 2025-12-31 |
| 69 | CITADEL ADVISORS LLC | 167,458 | $5.9M | 0.18% | 2025-12-31 |
| 70 | CLG LLC | 164,351 | $5.8M | 0.18% | 2025-12-31 |
| 71 | Essex Financial Services, Inc. | 163,619 | $5.8M | 0.18% | 2025-12-31 |
| 72 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 158,871 | $5.6M | 0.17% | 2025-12-31 |
| 73 | Advisory Services Network, LLC | 158,317 | $5.6M | 0.17% | 2025-12-31 |
| 74 | Equitable Holdings, Inc. | 157,833 | $5.6M | 0.17% | 2025-12-31 |
| 75 | Michael Brady & Co., LLC | 148,190 | $5.2M | 0.16% | 2025-12-31 |
| 76 | Prospera Financial Services Inc | 148,080 | $5.2M | 0.16% | 2025-12-31 |
| 77 | WealthCare Investment Partners, LLC | 146,471 | $5.2M | 0.16% | 2025-12-31 |
| 78 | Westside Investment Management, Inc. | 146,270 | $5.2M | 0.16% | 2025-12-31 |
| 79 | Integrity Advisory Solutions, LLC | 145,600 | $5.1M | 0.16% | 2025-12-31 |
| 80 | AMERIPRISE FINANCIAL INC | 145,055 | $5.1M | 0.16% | 2025-12-31 |
| 81 | Sunbelt Securities, Inc. | 141,957 | $5.0M | 0.16% | 2025-12-31 |
| 82 | Mach-1 Financial Group, LLC | 143,335 | $5.0M | 0.16% | 2025-09-30 |
| 83 | Bleakley Financial Group, LLC | 139,353 | $4.9M | 0.15% | 2025-12-31 |
| 84 | SAGESPRING WEALTH PARTNERS, LLC | 138,824 | $4.9M | 0.15% | 2025-12-31 |
| 85 | First Heartland Consultants, Inc. | 133,516 | $4.7M | 0.15% | 2025-12-31 |
| 86 | CAPTRUST FINANCIAL ADVISORS | 129,729 | $4.6M | 0.14% | 2025-12-31 |
| 87 | TRUIST FINANCIAL CORP | 127,251 | $4.5M | 0.14% | 2025-12-31 |
| 88 | Challenger Wealth Management | 126,126 | $4.5M | 0.14% | 2025-12-31 |
| 89 | Sigma Planning Corp | 124,057 | $4.4M | 0.14% | 2025-12-31 |
| 90 | Gerber Kawasaki Wealth & Investment Management | 123,671 | $4.4M | 0.14% | 2025-12-31 |
| 91 | CVFG LLC | 123,283 | $4.4M | 0.13% | 2025-12-31 |
| 92 | Envestnet Portfolio Solutions, Inc. | 119,520 | $4.2M | 0.13% | 2025-12-31 |
| 93 | Valmark Advisers, Inc. | 118,550 | $4.2M | 0.13% | 2025-12-31 |
| 94 | Koshinski Asset Management, Inc. | 116,310 | $4.1M | 0.13% | 2025-12-31 |
| 95 | Onyx Bridge Wealth Group LLC | 114,283 | $4.0M | 0.12% | 2025-12-31 |
| 96 | Taylor Financial Group, Inc. | 111,359 | $3.9M | 0.12% | 2025-12-31 |
| 97 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 111,291 | $3.9M | 0.12% | 2025-12-31 |
| 98 | BANK OF AMERICA CORP /DE/ | 110,061 | $3.9M | 0.12% | 2025-12-31 |
| 99 | PFG Advisors | 108,627 | $3.8M | 0.12% | 2025-12-31 |
| 100 | CWS Financial Advisors, LLC | 107,249 | $3.8M | 0.12% | 2025-12-31 |
| 101 | Clear Creek Financial Management, LLC | 104,846 | $3.7M | 0.11% | 2025-12-31 |
| 102 | J HAGAN CAPITAL, INC. | 95,818 | $3.4M | 0.10% | 2025-12-31 |
| 103 | VestGen Advisors, LLC | 92,616 | $3.3M | 0.10% | 2025-12-31 |
| 104 | DAVENPORT & Co LLC | 89,010 | $3.1M | 0.10% | 2025-12-31 |
| 105 | RFG Advisory, LLC | 88,159 | $3.1M | 0.09% | 2025-12-31 |
| 106 | Sovran Advisors, LLC | 85,526 | $3.1M | 0.09% | 2025-12-31 |
| 107 | StrongBox Wealth, LLC | 83,515 | $3.0M | 0.09% | 2025-12-31 |
| 108 | Blueprint Financial Advisors LLC | 82,681 | $2.9M | 0.09% | 2025-12-31 |
| 109 | Blueprint Investment Partners LLC | 82,681 | $2.9M | 0.09% | 2025-12-31 |
| 110 | Stratos Wealth Advisors, LLC | 81,218 | $2.9M | 0.09% | 2025-12-31 |
| 111 | Steward Partners Investment Advisory, LLC | 73,580 | $2.6M | 0.08% | 2025-12-31 |
| 112 | Mascagni Wealth Management, Inc. | 73,035 | $2.6M | 0.08% | 2025-12-31 |
| 113 | GPS Wealth Strategies Group, LLC | 72,900 | $2.5M | 0.08% | 2025-09-30 |
| 114 | VVR Holdings LLC | 71,348 | $2.5M | 0.08% | 2025-12-31 |
| 115 | Continuum Advisory, LLC | 70,060 | $2.5M | 0.07% | 2025-12-31 |
| 116 | Rockefeller Capital Management L.P. | 69,916 | $2.5M | 0.07% | 2025-12-31 |
| 117 | Burford Brothers, Inc. | 68,416 | $2.4M | 0.07% | 2025-12-31 |
| 118 | AA Financial Advisors, LLC | 64,843 | $2.3M | 0.07% | 2025-12-31 |
| 119 | Gateway Wealth Partners, LLC | 64,625 | $2.3M | 0.07% | 2025-12-31 |
| 120 | STEPHENS INC /AR/ | 64,090 | $2.3M | 0.07% | 2025-12-31 |
| 121 | COMERICA BANK | 63,094 | $2.2M | 0.07% | 2025-12-31 |
| 122 | DAHRING | CUSMANO LLC | 59,605 | $2.1M | 0.06% | 2025-12-31 |
| 123 | Mutual Advisors, LLC | 58,732 | $2.1M | 0.06% | 2025-12-31 |
| 124 | OLD MISSION CAPITAL LLC | 57,606 | $2.0M | 0.06% | 2025-12-31 |
| 125 | Englebert Financial Advisers, LLC | 54,935 | $1.9M | 0.06% | 2025-12-31 |
| 126 | MGO ONE SEVEN LLC | 54,285 | $1.9M | 0.06% | 2025-12-31 |
| 127 | Patriot Financial Group Insurance Agency, LLC | 52,426 | $1.9M | 0.05% | 2025-12-31 |
| 128 | Farther Finance Advisors, LLC | 52,227 | $1.8M | 0.05% | 2025-12-31 |
| 129 | Creekside Partners | 52,216 | $1.8M | 0.05% | 2025-12-31 |
| 130 | JPMORGAN CHASE & CO | 49,804 | $1.8M | 0.05% | 2025-12-31 |
| 131 | J.W. COLE ADVISORS, INC. | 52,094 | $1.7M | 0.05% | 2025-12-31 |
| 132 | Security Financial Services, INC. | 49,020 | $1.7M | 0.05% | 2025-12-31 |
| 133 | Keystone Wealth Services, LLC | 48,197 | $1.7M | 0.05% | 2025-12-31 |
| 134 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 47,895 | $1.7M | 0.05% | 2025-12-31 |
| 135 | AdvisorNet Financial, Inc | 46,780 | $1.7M | 0.05% | 2025-12-31 |
| 136 | HBW ADVISORY SERVICES LLC | 45,475 | $1.6M | 0.05% | 2025-12-31 |
| 137 | Ausdal Financial Partners, Inc. | 44,864 | $1.6M | 0.05% | 2025-12-31 |
| 138 | Bare Financial Services, Inc | 44,245 | $1.6M | 0.05% | 2025-12-31 |
| 139 | Beacon Financial Advisory LLC | 43,297 | $1.5M | 0.04% | 2025-12-31 |
| 140 | Vantage Financial Partners, LLC | 41,808 | $1.5M | 0.04% | 2025-12-31 |
| 141 | United Advisor Group, LLC | 40,332 | $1.4M | 0.04% | 2025-12-31 |
| 142 | Sun Financial Inc | 40,071 | $1.4M | 0.04% | 2025-12-31 |
| 143 | Smith Thornton Advisors LLC | 37,508 | $1.3M | 0.04% | 2025-12-31 |
| 144 | TITLEIST ASSET MANAGEMENT, LLC | 36,744 | $1.3M | 0.04% | 2025-12-31 |
| 145 | ASHTON THOMAS SECURITIES, LLC | 36,604 | $1.3M | 0.04% | 2025-12-31 |
| 146 | INTEGRITY ALLIANCE, LLC. | 35,850 | $1.3M | 0.04% | 2025-12-31 |
| 147 | Nautilus Advisors LLC | 35,378 | $1.2M | 0.04% | 2025-12-31 |
| 148 | Western Wealth Management, LLC | 34,685 | $1.2M | 0.03% | 2025-12-31 |
| 149 | LEIGH BALDWIN & CO., LLC | 34,510 | $1.2M | 0.03% | 2025-12-31 |
| 150 | RIA Advisory Group LLC | 33,737 | $1.2M | 0.03% | 2025-12-31 |
| 151 | Wisconsin Wealth Advisors, LLC | 33,583 | $1.2M | 0.03% | 2025-12-31 |
| 152 | VICUS CAPITAL | 32,943 | $1.2M | 0.03% | 2025-12-31 |
| 153 | Brookwood Investment Group LLC | 31,206 | $1.1M | 0.03% | 2025-12-31 |
| 154 | Keystone Financial Group | 31,199 | $1.1M | 0.03% | 2025-12-31 |
| 155 | Summit Financial, LLC | 30,847 | $1.1M | 0.03% | 2025-12-31 |
| 156 | Synergy Investment Management, LLC | 30,715 | $1.1M | 0.03% | 2025-12-31 |
| 157 | Advisor OS, LLC | 30,420 | $1.1M | 0.03% | 2025-12-31 |
| 158 | Independent Wealth Network Inc. | 28,065 | $991.5K | 0.03% | 2025-12-31 |
| 159 | OakTrust Wealth Advisors, LLC | 27,895 | $985.5K | 0.03% | 2025-12-31 |
| 160 | Global Retirement Partners, LLC | 25,833 | $912.7K | 0.02% | 2025-12-31 |
| 161 | Focus Partners Advisor Solutions, LLC | 25,489 | $900.5K | 0.02% | 2025-12-31 |
| 162 | Dakota Wealth Management | 25,430 | $898.4K | 0.02% | 2025-12-31 |
| 163 | Kestra Investment Management, LLC | 25,411 | $897.8K | 0.02% | 2025-12-31 |
| 164 | Visionary Wealth Advisors | 24,993 | $883.0K | 0.02% | 2025-12-31 |
| 165 | Advisor Resource Council | 23,904 | $855.0K | 0.02% | 2025-12-31 |
| 166 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | 23,335 | $824.4K | 0.02% | 2025-12-31 |
| 167 | SFG Wealth Management, LLC. | 23,103 | $816.2K | 0.02% | 2025-12-31 |
| 168 | CERTIOR FINANCIAL GROUP, LLC | 22,858 | $807.6K | 0.02% | 2025-12-31 |
| 169 | IHT Wealth Management, LLC | 22,833 | $806.7K | 0.02% | 2025-12-31 |
| 170 | Compton Financial Group, LLC | 22,615 | $799.0K | 0.02% | 2025-12-31 |
| 171 | Vantus Wealth LLC | 22,231 | $785.4K | 0.02% | 2025-12-31 |
| 172 | Advyzon Investment Management, LLC | 22,231 | $785.4K | 0.02% | 2025-12-31 |
| 173 | Latitude Advisors, LLC | 22,027 | $778.2K | 0.02% | 2025-12-31 |
| 174 | Richmond Investment Services, LLC | 21,482 | $758.9K | 0.02% | 2025-12-31 |
| 175 | Capital Investment Advisory Services, LLC | 21,026 | $742.9K | 0.02% | 2025-12-31 |
| 176 | UHLMANN PRICE SECURITIES, LLC | 20,900 | $738.4K | 0.02% | 2025-12-31 |
| 177 | Strategic Blueprint, LLC | 20,412 | $721.2K | 0.02% | 2025-12-31 |
| 178 | Pines Wealth Management, LLC | 20,408 | $721.0K | 0.02% | 2025-12-31 |
| 179 | Davies Financial Advisors, Inc. | 19,460 | $687.5K | 0.02% | 2025-12-31 |
| 180 | Lantern Wealth Advisors, LLC | 19,340 | $683.3K | 0.02% | 2025-12-31 |
| 181 | Northwest Financial Advisors | 19,087 | $674.3K | 0.02% | 2025-12-31 |
| 182 | Armstrong, Fleming & Moore, Inc | 19,080 | $674.1K | 0.02% | 2025-12-31 |
| 183 | Bridgewealth Advisory Group, LLC | 18,842 | $665.7K | 0.02% | 2025-12-31 |
| 184 | KPP Advisory Services LLC | 18,100 | $639.5K | 0.02% | 2025-12-31 |
| 185 | Colonial River Investments, LLC | 17,406 | $615.0K | 0.01% | 2025-12-31 |
| 186 | AXXCESS WEALTH MANAGEMENT, LLC | 17,406 | $615.0K | 0.01% | 2025-12-31 |
| 187 | Accel Wealth Management | 17,353 | $613.1K | 0.01% | 2025-12-31 |
| 188 | DIVERSIFY WEALTH MANAGEMENT, LLC | 16,708 | $605.3K | 0.01% | 2025-12-31 |
| 189 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16,739 | $591.4K | 0.01% | 2025-12-31 |
| 190 | Focus Partners Wealth | 16,622 | $587.3K | 0.01% | 2025-12-31 |
| 191 | Balboa Wealth Partners | 16,122 | $569.6K | 0.01% | 2025-12-31 |
| 192 | LEVEL FOUR ADVISORY SERVICES, LLC | 16,035 | $566.5K | 0.01% | 2025-12-31 |
| 193 | Tudor Financial Inc. | 16,000 | $565.3K | 0.01% | 2025-12-31 |
| 194 | Owen LaRue, LLC | 15,800 | $558.2K | 0.01% | 2025-12-31 |
| 195 | Asset Allocation Strategies LLC | 15,230 | $538.1K | 0.01% | 2025-12-31 |
| 196 | Regal Investment Advisors LLC | 15,211 | $537.4K | 0.01% | 2025-12-31 |
| 197 | Williams & Novak, LLC | 14,901 | $526.5K | 0.01% | 2025-12-31 |
| 198 | Lantz Financial LLC | 14,871 | $525.4K | 0.01% | 2025-12-31 |
| 199 | McNamara Financial Services, Inc. | 14,829 | $523.9K | 0.01% | 2025-12-31 |
| 200 | Carson Advisory Inc. | 14,575 | $514.9K | 0.01% | 2025-12-31 |
| 201 | Lodestone Wealth Management LLC | 14,439 | $510.1K | 0.01% | 2025-12-31 |
| 202 | Spinnaker Investment Group, LLC | 14,403 | $508.8K | 0.01% | 2025-12-31 |
| 203 | Prepared Retirement Institute LLC | 14,186 | $501.2K | 0.01% | 2025-12-31 |
| 204 | RICHARDS, MERRILL & PETERSON, INC. | 13,925 | $492.0K | 0.01% | 2025-12-31 |
| 205 | HUB Investment Partners, LLC | 13,607 | $480.7K | 0.01% | 2025-12-31 |
| 206 | Mayflower Financial Advisors, LLC | 13,344 | $471.5K | 0.01% | 2025-12-31 |
| 207 | RENAISSANCE TECHNOLOGIES LLC | 13,000 | $459.3K | 0.01% | 2025-12-31 |
| 208 | AQR CAPITAL MANAGEMENT LLC | 12,979 | $458.6K | 0.01% | 2025-12-31 |
| 209 | Bank of New York Mellon Corp | 12,896 | $455.6K | 0.01% | 2025-12-31 |
| 210 | GTS SECURITIES LLC | 12,845 | $453.8K | 0.01% | 2025-12-31 |
| 211 | PRIVATE TRUST CO NA | 12,444 | $439.6K | 0.01% | 2025-12-31 |
| 212 | Creative Planning | 12,392 | $437.8K | 0.01% | 2025-12-31 |
| 213 | Ameritas Advisory Services, LLC | 12,294 | $434.3K | 0.01% | 2025-12-31 |
| 214 | FINANCIAL MANAGEMENT NETWORK INC | 11,914 | $423.5K | 0.01% | 2025-12-31 |
| 215 | Walkner Condon Financial Advisors LLC | 11,937 | $421.7K | 0.01% | 2025-12-31 |
| 216 | MSH Capital Advisors LLC | 11,879 | $419.7K | 0.01% | 2025-12-31 |
| 217 | Modern Wealth Management, LLC | 11,762 | $415.6K | 0.01% | 2025-12-31 |
| 218 | Arax Advisory Partners | 11,429 | $403.8K | 0.01% | 2025-12-31 |
| 219 | tru Independence LLC | 11,204 | $395.9K | 0.01% | 2025-12-31 |
| 220 | PFG Investments, LLC | 11,133 | $393.3K | 0.01% | 2025-12-31 |
| 221 | MAGNOLIA CAPITAL ADVISORS LLC | 11,130 | $393.2K | 0.01% | 2025-12-31 |
| 222 | Parsonex Advisory Services, Inc. | 10,972 | $387.6K | 0.01% | 2025-12-31 |
| 223 | Spire Wealth Management | 10,926 | $386.0K | 0.01% | 2025-12-31 |
| 224 | Southland Equity Partners LLC | 10,888 | $384.7K | 0.01% | 2025-12-31 |
| 225 | SILVER OAK SECURITIES, INCORPORATED | 10,292 | $365.4K | 0.01% | 2025-12-31 |
| 226 | Transcendent Capital Group LLC | 10,258 | $362.4K | 0.01% | 2025-12-31 |
| 227 | High Falls Advisors, Inc | 10,064 | $355.6K | 0.01% | 2025-12-31 |
| 228 | ROTHSCHILD INVESTMENT LLC | 9,770 | $345.2K | 0.01% | 2025-12-31 |
| 229 | Hilltop Holdings Inc. | 9,750 | $344.5K | 0.01% | 2025-12-31 |
| 230 | Kovack Advisors, Inc. | 9,679 | $342.0K | 0.01% | 2025-12-31 |
| 231 | Intrua Financial, LLC | 9,407 | $332.4K | 0.01% | 2025-12-31 |
| 232 | Sanctuary Advisors, LLC | 9,140 | $322.9K | 0.01% | 2025-12-31 |
| 233 | Vermillion & White Wealth Management Group, LLC | 9,004 | $318.1K | 0.01% | 2025-12-31 |
| 234 | TD Waterhouse Canada Inc. | 8,920 | $315.0K | 0.01% | 2025-12-31 |
| 235 | PERRYMAN FINANCIAL ADVISORY INC /AD | 8,914 | $314.9K | 0.01% | 2025-12-31 |
| 236 | CCG WEALTH MANAGEMENT, LLC | 8,813 | $311.4K | 0.00% | 2025-12-31 |
| 237 | Stonebridge Financial Group, LLC / MO | 8,730 | $308.4K | 0.00% | 2025-12-31 |
| 238 | Tennessee Valley Asset Management Partners | 8,670 | $306.3K | 0.00% | 2025-12-31 |
| 239 | Jacobi Capital Management LLC | 8,531 | $301.4K | 0.00% | 2025-12-31 |
| 240 | Simplicity Wealth,LLC | 8,351 | $295.0K | 0.00% | 2025-12-31 |
| 241 | Concorde Asset Management, LLC | 8,351 | $295.0K | 0.00% | 2025-12-31 |
| 242 | Financial Perspectives, Inc | 8,283 | $292.6K | 0.00% | 2025-12-31 |
| 243 | A&I FINANCIAL SERVICES, LLC | 8,179 | $289.0K | 0.00% | 2025-12-31 |
| 244 | Prime Capital Investment Advisors, LLC | 7,998 | $282.6K | 0.00% | 2025-12-31 |
| 245 | NWAM LLC | 7,733 | $281.4K | 0.00% | 2025-12-31 |
| 246 | OneAscent Financial Services LLC | 7,776 | $274.7K | 0.00% | 2025-12-31 |
| 247 | Skyline Advisors, Inc. | 7,626 | $269.4K | 0.00% | 2025-12-31 |
| 248 | FRANKLIN RESOURCES INC | 7,537 | $266.3K | 0.00% | 2025-12-31 |
| 249 | Savvy Advisors, Inc. | 7,269 | $256.8K | 0.00% | 2025-12-31 |
| 250 | Hobbs Group Advisors, LLC | 7,247 | $256.0K | 0.00% | 2025-12-31 |
| 251 | Evergreen Wealth Solutions, LLC | 7,095 | $250.7K | 0.00% | 2025-12-31 |
| 252 | SWEENEY & MICHEL, LLC | 6,751 | $245.9K | 0.00% | 2025-12-31 |
| 253 | VERUS CAPITAL PARTNERS, LLC | 6,935 | $245.0K | 0.00% | 2025-12-31 |
| 254 | OPPENHEIMER & CO INC | 6,735 | $237.9K | 0.00% | 2025-12-31 |
| 255 | Coastal Bridge Advisors, LLC | 6,735 | $237.9K | 0.00% | 2025-12-31 |
| 256 | Claro Advisors LLC | 6,725 | $237.6K | 0.00% | 2025-12-31 |
| 257 | Hobart Private Capital, LLC | 6,619 | $233.8K | 0.00% | 2025-12-31 |
| 258 | M.E. ALLISON & CO., INC. | 6,535 | $230.9K | 0.00% | 2025-12-31 |
| 259 | Strategic Financial Concepts, LLC | 6,407 | $226.4K | 0.00% | 2025-12-31 |
| 260 | Nicholson Wealth Management Group, LLC | 6,392 | $225.8K | 0.00% | 2025-12-31 |
| 261 | Sowell Financial Services LLC | 6,303 | $222.7K | 0.00% | 2025-12-31 |
| 262 | ORG Partners LLC | 6,203 | $219.2K | 0.00% | 2025-12-31 |
| 263 | Dynamic Advisor Solutions LLC | 5,999 | $212.0K | 0.00% | 2025-12-31 |
| 264 | HARMONY ASSET MANAGEMENT LLC | 5,919 | $209.1K | 0.00% | 2025-12-31 |
| 265 | Alliance Wealth Advisors, LLC | 5,772 | $203.9K | 0.00% | 2025-12-31 |
| 266 | KEYBANK NATIONAL ASSOCIATION/OH | 5,757 | $203.4K | 0.00% | 2025-12-31 |
| 267 | NFP Retirement, Inc. | 5,668 | $200.3K | 0.00% | 2025-12-31 |
| 268 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5,665 | $200.1K | 0.00% | 2025-12-31 |
| 269 | Allworth Financial LP | 4,977 | $172.8K | 0.00% | 2025-12-31 |
| 270 | Birchwood Financial Partners, Inc. | 4,828 | $170.6K | 0.00% | 2025-12-31 |
| 271 | N.E.W. Advisory Services LLC | 4,359 | $154.0K | 0.00% | 2025-12-31 |
| 272 | Cascades Capital Asset Management, LLC | 2,875 | $101.6K | 0.00% | 2025-12-31 |
| 273 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 2,431 | $85.9K | 0.00% | 2025-12-31 |
| 274 | Godfrey Financial Associates, Inc. | 2,389 | $84.4K | 0.00% | 2025-12-31 |
| 275 | Strategic Investment Solutions, Inc. /IL | 2,315 | $81.8K | 0.00% | 2025-12-31 |
| 276 | CREATIVE FINANCIAL DESIGNS INC /ADV | 2,306 | $81.5K | 0.00% | 2025-12-31 |
| 277 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2,272 | $80.3K | 0.00% | 2025-12-31 |
| 278 | Cambridge Investment Research Advisors, Inc. | 2,252,009 | $79.6K | 2.55% | 2025-12-31 |
| 279 | CWM, LLC | 2,168,040 | $76.6K | 2.45% | 2025-12-31 |
| 280 | BlackRock, Inc. | 2,000 | $70.7K | 0.00% | 2025-12-31 |
| 281 | US BANCORP \DE\ | 1,945 | $68.7K | 0.00% | 2025-12-31 |
| 282 | ARVEST INVESTMENTS, INC. | 1,765 | $62.4K | 0.00% | 2025-12-31 |
| 283 | Financial Gravity Asset Management, Inc. | 1,147 | $40.5K | 0.00% | 2025-12-31 |
| 284 | CoreCap Advisors, LLC | 1,033 | $36.5K | 0.00% | 2025-12-31 |
| 285 | Janney Montgomery Scott LLC | 864,170 | $30.5K | 0.97% | 2025-12-31 |
| 286 | Cape Investment Advisory, Inc. | 800 | $28.3K | 0.00% | 2025-12-31 |
| 287 | BOKF, NA | 605 | $21.4K | 0.00% | 2025-12-31 |
| 288 | MPWM ADVISORY SOLUTIONS, LLC | 534 | $18.9K | 0.00% | 2025-12-31 |
| 289 | CENTRAL TRUST Co | 308 | $10.9K | 0.00% | 2025-12-31 |
| 290 | EQ WEALTH ADVISORS, LLC | 285 | $10.1K | 0.00% | 2025-12-31 |
| 291 | MAI Capital Management | 284 | $10.0K | 0.00% | 2025-12-31 |
| 292 | NBC SECURITIES, INC. | 283 | $10.0K | 0.00% | 2025-12-31 |
| 293 | THOROUGHBRED FINANCIAL SERVICES, LLC | 139,326 | $4.9K | 0.15% | 2025-12-31 |
| 294 | CENTAURUS FINANCIAL, INC. | 106,656 | $3.8K | 0.12% | 2025-12-31 |
| 295 | Rossby Financial, LCC | 60 | $2.1K | 0.00% | 2025-12-31 |
| 296 | Summit Global Investments | 15,723 | $555 | 0.01% | 2025-12-31 |
| 297 | WARNER FINANCIAL, INC | 10,943 | $387 | 0.01% | 2025-12-31 |
| 298 | Capital Analysts, LLC | 10,123 | $358 | 0.01% | 2025-12-31 |
| 299 | PEAPACK GLADSTONE FINANCIAL CORP | 6,568 | $232 | 0.00% | 2025-12-31 |
| 300 | FMR LLC | 6 | $212 | 0.00% | 2025-12-31 |
| 301 | Legacy Wealth Managment, LLC/ID | 3 | $106 | 0.00% | 2025-12-31 |