CUSIP 27829F108
EATON VANCE TAX-MANAGED GLOB
297 institutions · $595.2M total · 66,251,228 shares · ETN
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 24,122,952 | $229.9M | 36.41% | 2025-12-31 |
| 2 | LPL Financial LLC | 3,765,738 | $35.9M | 5.68% | 2025-12-31 |
| 3 | Invesco Ltd. | 3,646,774 | $34.8M | 5.50% | 2025-12-31 |
| 4 | BANK OF AMERICA CORP /DE/ | 2,579,032 | $24.6M | 3.89% | 2025-12-31 |
| 5 | Karpus Management, Inc. | 1,467,837 | $14.0M | 2.21% | 2025-12-31 |
| 6 | Royal Bank of Canada | 1,398,204 | $13.3M | 2.11% | 2025-12-31 |
| 7 | RAYMOND JAMES FINANCIAL INC | 1,381,758 | $13.2M | 2.08% | 2025-12-31 |
| 8 | GUGGENHEIM CAPITAL LLC | 1,295,432 | $12.3M | 1.95% | 2025-12-31 |
| 9 | Advisors Asset Management, Inc. | 1,272,644 | $12.1M | 1.92% | 2025-12-31 |
| 10 | Allspring Global Investments Holdings, LLC | 1,206,604 | $11.5M | 1.82% | 2025-12-31 |
| 11 | STIFEL FINANCIAL CORP | 1,003,435 | $9.6M | 1.51% | 2025-12-31 |
| 12 | AMERIPRISE FINANCIAL INC | 976,232 | $9.3M | 1.47% | 2025-12-31 |
| 13 | WELLS FARGO & COMPANY/MN | 946,771 | $9.0M | 1.42% | 2025-12-31 |
| 14 | Formidable Asset Management, LLC | 916,333 | $8.3M | 1.38% | 2025-12-31 |
| 15 | HighTower Advisors, LLC | 833,136 | $7.9M | 1.25% | 2025-12-31 |
| 16 | Prosperity Consulting Group, LLC | 728,693 | $6.9M | 1.09% | 2025-12-31 |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 700,350 | $6.7M | 1.05% | 2025-12-31 |
| 18 | Snowden Capital Advisors LLC | 662,922 | $6.3M | 1.00% | 2025-12-31 |
| 19 | UBS Group AG | 662,167 | $6.3M | 0.99% | 2025-12-31 |
| 20 | Focused Wealth Management, Inc | 607,374 | $5.8M | 0.91% | 2025-12-31 |
| 21 | SAM Advisors, LLC | 513,474 | $4.9M | 0.77% | 2025-12-31 |
| 22 | Rockefeller Capital Management L.P. | 471,129 | $4.5M | 0.71% | 2025-12-31 |
| 23 | Kestra Advisory Services, LLC | 462,619 | $4.4M | 0.69% | 2025-12-31 |
| 24 | Cetera Investment Advisers | 460,671 | $4.4M | 0.69% | 2025-12-31 |
| 25 | NewEdge Advisors, LLC | 442,419 | $4.2M | 0.66% | 2025-12-31 |
| 26 | OSAIC HOLDINGS, INC. | 439,336 | $4.2M | 0.66% | 2025-12-31 |
| 27 | CoreCap Advisors, LLC | 410,529 | $3.9M | 0.61% | 2025-12-31 |
| 28 | KMG FIDUCIARY PARTNERS, LLC | 360,568 | $3.4M | 0.54% | 2025-12-31 |
| 29 | Polar Asset Management Partners Inc. | 310,236 | $2.8M | 0.46% | 2025-12-31 |
| 30 | Cerity Partners LLC | 291,964 | $2.8M | 0.44% | 2025-12-31 |
| 31 | Shaker Financial Services, LLC | 265,118 | $2.5M | 0.40% | 2025-12-31 |
| 32 | Marks Group Wealth Management, Inc | 230,456 | $2.2M | 0.34% | 2025-12-31 |
| 33 | TRUIST FINANCIAL CORP | 207,776 | $1.9M | 0.31% | 2025-12-31 |
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 189,555 | $1.8M | 0.28% | 2025-12-31 |
| 35 | &PARTNERS | 179,722 | $1.7M | 0.27% | 2025-12-31 |
| 36 | BLAIR WILLIAM & CO/IL | 176,178 | $1.7M | 0.26% | 2025-12-31 |
| 37 | Avestar Capital, LLC | 155,700 | $1.5M | 0.23% | 2025-12-31 |
| 38 | High Net Worth Advisory Group LLC | 151,790 | $1.4M | 0.22% | 2025-12-31 |
| 39 | PRINCIPAL SECURITIES, INC. | 146,641 | $1.4M | 0.22% | 2025-12-31 |
| 40 | Pointe Capital Management LLC | 145,488 | $1.4M | 0.21% | 2025-12-31 |
| 41 | Mariner, LLC | 143,663 | $1.4M | 0.21% | 2025-12-31 |
| 42 | one8zero8, LLC | 139,150 | $1.3M | 0.21% | 2025-12-31 |
| 43 | Steward Partners Investment Advisory, LLC | 138,291 | $1.3M | 0.20% | 2025-12-31 |
| 44 | GOLDMAN SACHS GROUP INC | 132,641 | $1.3M | 0.20% | 2025-12-31 |
| 45 | 1607 Capital Partners, LLC | 129,714 | $1.2M | 0.19% | 2025-12-31 |
| 46 | OPPENHEIMER & CO INC | 125,596 | $1.2M | 0.18% | 2025-12-31 |
| 47 | Allworth Financial LP | 125,244 | $1.2M | 0.18% | 2025-12-31 |
| 48 | Focus Partners Wealth | 116,685 | $1.1M | 0.17% | 2025-12-31 |
| 49 | Morey & Quinn Wealth Partners, LLC | 111,505 | $1.1M | 0.16% | 2025-12-31 |
| 50 | Clarius Group, LLC | 107,906 | $1.0M | 0.16% | 2025-12-31 |
| 51 | Northstar Advisory Group, LLC | 106,042 | $1.0M | 0.16% | 2025-12-31 |
| 52 | Integrated Wealth Concepts LLC | 106,036 | $1.0M | 0.16% | 2025-12-31 |
| 53 | Sanctuary Advisors, LLC | 106,723 | $971.2K | 0.16% | 2025-12-31 |
| 54 | D.A. DAVIDSON & CO. | 95,226 | $907.5K | 0.14% | 2025-12-31 |
| 55 | Kovack Advisors, Inc. | 94,528 | $900.9K | 0.14% | 2025-12-31 |
| 56 | BEARING POINT CAPITAL, LLC | 94,000 | $895.8K | 0.14% | 2025-12-31 |
| 57 | Leo Wealth, LLC | 88,886 | $847.1K | 0.13% | 2025-12-31 |
| 58 | COMERICA BANK | 81,659 | $778.2K | 0.12% | 2025-12-31 |
| 59 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 79,955 | $762.0K | 0.12% | 2025-12-31 |
| 60 | Corient Private Wealth LLC | 71,112 | $677.7K | 0.10% | 2025-12-31 |
| 61 | WINEBRENNER CAPITAL MANAGEMENT LLC | 70,000 | $667.1K | 0.10% | 2025-12-31 |
| 62 | Ameritas Advisory Services, LLC | 64,761 | $617.2K | 0.09% | 2025-12-31 |
| 63 | David J Yvars Group | 62,561 | $593.9K | 0.09% | 2025-12-31 |
| 64 | Diligent Investors, LLC | 61,636 | $587.4K | 0.09% | 2025-12-31 |
| 65 | Merit Financial Group, LLC | 59,954 | $571.4K | 0.09% | 2025-12-31 |
| 66 | PFG Investments, LLC | 59,482 | $566.9K | 0.08% | 2025-12-31 |
| 67 | Creative Planning | 56,753 | $540.9K | 0.08% | 2025-12-31 |
| 68 | MGB Wealth Management, LLC | 55,822 | $532.0K | 0.08% | 2025-12-31 |
| 69 | Dakota Wealth Management | 54,085 | $515.4K | 0.08% | 2025-12-31 |
| 70 | Summit Financial, LLC | 53,622 | $511.0K | 0.08% | 2025-12-31 |
| 71 | JGP Wealth Management, LLC | 52,500 | $500.3K | 0.07% | 2025-12-31 |
| 72 | JANE STREET GROUP, LLC | 52,105 | $496.6K | 0.07% | 2025-12-31 |
| 73 | IFC Advisors LLC | 51,967 | $495.2K | 0.07% | 2025-12-31 |
| 74 | Farther Finance Advisors, LLC | 51,556 | $491.3K | 0.07% | 2025-12-31 |
| 75 | Investmark Advisory Group LLC | 50,164 | $478.1K | 0.07% | 2025-12-31 |
| 76 | ENVESTNET ASSET MANAGEMENT INC | 48,189 | $459.2K | 0.07% | 2025-12-31 |
| 77 | WEALTH EFFECTS LLC | 48,067 | $458.1K | 0.07% | 2025-12-31 |
| 78 | Compound Planning, Inc. | 46,361 | $441.8K | 0.06% | 2025-12-31 |
| 79 | INTEGRATED CAPITAL MANAGEMENT, INC. | 47,930 | $436.2K | 0.07% | 2025-09-30 |
| 80 | NWF Advisory Services Inc. | 54,600 | $432.4K | 0.08% | 2025-12-31 |
| 81 | Arkadios Wealth Advisors | 47,060 | $428.2K | 0.07% | 2025-09-30 |
| 82 | Avory & Company, LLC | 47,060 | $428.2K | 0.07% | 2025-09-30 |
| 83 | MML INVESTORS SERVICES, LLC | 43,811 | $417.5K | 0.06% | 2025-12-31 |
| 84 | CAPTRUST FINANCIAL ADVISORS | 43,457 | $414.1K | 0.06% | 2025-12-31 |
| 85 | Baker Avenue Asset Management, LP | 44,500 | $404.9K | 0.06% | 2025-09-30 |
| 86 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 41,860 | $403.9K | 0.06% | 2025-12-31 |
| 87 | Sound Income Strategies, LLC | 41,604 | $397.7K | 0.06% | 2025-12-31 |
| 88 | J.W. COLE ADVISORS, INC. | 69,625 | $383.8K | 0.10% | 2025-12-31 |
| 89 | SAXON INTERESTS, INC. | 41,998 | $375.0K | 0.06% | 2025-09-30 |
| 90 | PNC Financial Services Group, Inc. | 39,315 | $374.7K | 0.05% | 2025-12-31 |
| 91 | Sunpointe, LLC | 39,272 | $374.3K | 0.05% | 2025-12-31 |
| 92 | Post Resch Tallon Group Inc. | 39,145 | $373.1K | 0.05% | 2025-12-31 |
| 93 | Pathstone Holdings, LLC | 37,825 | $360.5K | 0.05% | 2025-12-31 |
| 94 | Cranbrook Wealth Management, LLC | 36,924 | $351.9K | 0.05% | 2025-12-31 |
| 95 | Kovitz Investment Group Partners, LLC | 38,257 | $348.1K | 0.05% | 2025-09-30 |
| 96 | Semus Wealth Partners LLC | 36,167 | $344.7K | 0.05% | 2025-12-31 |
| 97 | Mill Creek Capital Advisors, LLC | 35,659 | $339.8K | 0.05% | 2025-12-31 |
| 98 | MONEY CONCEPTS CAPITAL CORP | 35,106 | $334.6K | 0.05% | 2025-12-31 |
| 99 | Stockman Wealth Management, Inc. | 34,529 | $329.1K | 0.05% | 2025-12-31 |
| 100 | PMG Family Office LLC | 34,491 | $328.7K | 0.05% | 2025-12-31 |
| 101 | COMMERCE BANK | 33,531 | $319.6K | 0.05% | 2025-12-31 |
| 102 | MKT Advisors LLC | 33,111 | $316.9K | 0.04% | 2025-12-31 |
| 103 | Moors & Cabot, Inc. | 32,741 | $312.0K | 0.04% | 2025-12-31 |
| 104 | BENJAMIN EDWARDS INC | 32,340 | $308.2K | 0.04% | 2025-12-31 |
| 105 | Focus Financial Network, Inc. | 32,321 | $308.0K | 0.04% | 2025-12-31 |
| 106 | Amplius Wealth Advisors, LLC | 32,157 | $306.5K | 0.04% | 2025-12-31 |
| 107 | COMMONS CAPITAL, LLC | 30,886 | $294.3K | 0.04% | 2025-12-31 |
| 108 | Closed-End Fund Advisors, Inc. | 30,625 | $291.9K | 0.04% | 2025-12-31 |
| 109 | Garden State Investment Advisory Services LLC | 30,374 | $289.5K | 0.04% | 2025-12-31 |
| 110 | OpenArc Corporate Advisory, LLC | 30,255 | $288.3K | 0.04% | 2025-12-31 |
| 111 | Navis Wealth Advisors, LLC | 30,100 | $286.9K | 0.04% | 2025-12-31 |
| 112 | SILVERLAKE WEALTH MANAGEMENT LLC | 29,629 | $282.4K | 0.04% | 2025-12-31 |
| 113 | EVOLVE PRIVATE WEALTH, LLC | 29,493 | $281.1K | 0.04% | 2025-12-31 |
| 114 | Private Advisor Group, LLC | 28,675 | $273.3K | 0.04% | 2025-12-31 |
| 115 | First Heartland Consultants, Inc. | 28,498 | $271.6K | 0.04% | 2025-12-31 |
| 116 | Successful Portfolios LLC | 27,794 | $270.4K | 0.04% | 2025-12-31 |
| 117 | Stonebridge Financial Planning Group, LLC | 28,009 | $266.9K | 0.04% | 2025-12-31 |
| 118 | Apollon Wealth Management, LLC | 28,003 | $266.9K | 0.04% | 2025-12-31 |
| 119 | Sage Capital Management, LLC | 27,431 | $261.4K | 0.04% | 2025-12-31 |
| 120 | MISSION WEALTH MANAGEMENT, LP | 27,214 | $259.4K | 0.04% | 2025-12-31 |
| 121 | CreativeOne Wealth, LLC | 26,250 | $250.2K | 0.03% | 2025-12-31 |
| 122 | HORAN Wealth, LLC | 26,122 | $248.9K | 0.03% | 2025-12-31 |
| 123 | Mendel Capital Management LLC | 26,700 | $243.0K | 0.04% | 2025-09-30 |
| 124 | StoneX Group Inc. | 25,385 | $241.9K | 0.03% | 2025-12-31 |
| 125 | Stratos Wealth Partners, LTD. | 24,448 | $233.0K | 0.03% | 2025-12-31 |
| 126 | HBK Sorce Advisory LLC | 23,729 | $229.5K | 0.03% | 2025-12-31 |
| 127 | Stratos Wealth Advisors, LLC | 24,000 | $228.7K | 0.03% | 2025-12-31 |
| 128 | DECISION INVESTMENTS, INC | 22,720 | $216.5K | 0.03% | 2025-12-31 |
| 129 | FLAGSHIP HARBOR ADVISORS, LLC | 21,556 | $205.4K | 0.03% | 2025-12-31 |
| 130 | Beaumont Financial Advisors, LLC | 21,260 | $202.6K | 0.03% | 2025-12-31 |
| 131 | EP Wealth Advisors, LLC | 21,190 | $201.9K | 0.03% | 2025-12-31 |
| 132 | SeaCrest Wealth Management, LLC | 20,366 | $195.7K | 0.03% | 2025-12-31 |
| 133 | HARBOUR INVESTMENTS, INC. | 20,178 | $192.3K | 0.03% | 2025-12-31 |
| 134 | Heritage Wealth Management, Inc. | 20,135 | $191.9K | 0.03% | 2025-12-31 |
| 135 | Blue Water Asset Management | 20,007 | $190.7K | 0.03% | 2025-12-31 |
| 136 | KESTRA PRIVATE WEALTH SERVICES, LLC | 19,924 | $189.9K | 0.03% | 2025-12-31 |
| 137 | Diversified Portfolios, Inc. | 19,900 | $189.6K | 0.03% | 2025-12-31 |
| 138 | U.S. Capital Wealth Advisors, LLC | 19,827 | $189.0K | 0.02% | 2025-12-31 |
| 139 | BNB Wealth Management, LLC | 19,797 | $188.7K | 0.02% | 2025-12-31 |
| 140 | MERCER GLOBAL ADVISORS INC /ADV | 19,592 | $186.7K | 0.02% | 2025-12-31 |
| 141 | Arlington Capital Management, Inc. | 19,398 | $184.9K | 0.02% | 2025-12-31 |
| 142 | Venture Visionary Partners LLC | 19,300 | $183.9K | 0.02% | 2025-12-31 |
| 143 | MBL Wealth, LLC | 19,150 | $182.5K | 0.02% | 2025-12-31 |
| 144 | FRANKLIN RESOURCES INC | 19,133 | $182.3K | 0.02% | 2025-12-31 |
| 145 | Spire Wealth Management | 19,088 | $181.9K | 0.02% | 2025-12-31 |
| 146 | Empower Advisory Group, LLC | 19,000 | $181.1K | 0.02% | 2025-12-31 |
| 147 | MATRIX PRIVATE CAPITAL GROUP LLC | 18,969 | $180.8K | 0.02% | 2025-12-31 |
| 148 | BROWN ADVISORY INC | 18,801 | $179.2K | 0.02% | 2025-12-31 |
| 149 | SAX WEALTH ADVISORS, LLC | 18,599 | $177.2K | 0.02% | 2025-12-31 |
| 150 | INSIGNEO ADVISORY SERVICES, LLC | 18,397 | $175.3K | 0.02% | 2025-12-31 |
| 151 | Main Street Financial Solutions, LLC | 18,384 | $175.2K | 0.02% | 2025-12-31 |
| 152 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,357 | $174.9K | 0.02% | 2025-12-31 |
| 153 | OneDigital Investment Advisors LLC | 18,812 | $171.2K | 0.02% | 2025-09-30 |
| 154 | Meridian Wealth Advisors, LLC | 17,936 | $170.9K | 0.02% | 2025-12-31 |
| 155 | KPP Advisory Services LLC | 17,710 | $168.8K | 0.02% | 2025-12-31 |
| 156 | Founders Financial Alliance, LLC | 17,595 | $167.7K | 0.02% | 2025-12-31 |
| 157 | Harbour Wealth Management Group, Inc. | 17,388 | $165.7K | 0.02% | 2025-12-31 |
| 158 | MCDONALD PARTNERS LLC | 17,200 | $163.9K | 0.02% | 2025-12-31 |
| 159 | Strait & Sound Wealth Management LLC | 17,200 | $163.9K | 0.02% | 2025-12-31 |
| 160 | Retirement Solution LLC | 18,693 | $163.6K | 0.02% | 2025-12-31 |
| 161 | Piedmont Capital Management, LLC/NC | 17,054 | $162.5K | 0.02% | 2025-12-31 |
| 162 | Gladstone Institutional Advisory LLC | 16,780 | $159.9K | 0.02% | 2025-12-31 |
| 163 | WealthBridge Capital Management, LLC | 16,657 | $158.7K | 0.02% | 2025-12-31 |
| 164 | Black Diamond Financial, LLC | 16,427 | $156.6K | 0.02% | 2025-12-31 |
| 165 | BEACON INVESTMENT ADVISORY SERVICES, INC. | 16,295 | $155.3K | 0.02% | 2025-12-31 |
| 166 | Waverly Advisors, LLC | 15,961 | $152.1K | 0.02% | 2025-12-31 |
| 167 | Summit Investment Advisory Services, LLC | 15,602 | $148.7K | 0.02% | 2025-12-31 |
| 168 | Fiduciary Trust Co | 15,377 | $146.5K | 0.02% | 2025-12-31 |
| 169 | Newbridge Financial Services Group, Inc. | 15,708 | $142.9K | 0.02% | 2025-09-30 |
| 170 | COOPER/HAIMS ADVISORS, LLC | 14,746 | $140.5K | 0.02% | 2025-12-31 |
| 171 | Van Hulzen Asset Management, LLC | 14,350 | $136.8K | 0.02% | 2025-12-31 |
| 172 | Catalina Capital Group, LLC | 14,050 | $133.9K | 0.02% | 2025-12-31 |
| 173 | Charles Schwab Trust Co | 13,847 | $132.0K | 0.02% | 2025-12-31 |
| 174 | Sunbelt Securities, Inc. | 13,736 | $130.9K | 0.02% | 2025-12-31 |
| 175 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,680 | $130.4K | 0.02% | 2025-12-31 |
| 176 | Herold Advisors, Inc. | 13,677 | $130.3K | 0.02% | 2025-12-31 |
| 177 | GREAT VALLEY ADVISOR GROUP, INC. | 13,355 | $127.3K | 0.02% | 2025-12-31 |
| 178 | Waterfront Wealth Inc. | 12,602 | $121.8K | 0.01% | 2025-12-31 |
| 179 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 12,700 | $121.0K | 0.01% | 2025-12-31 |
| 180 | Cresset Asset Management, LLC | 12,666 | $120.7K | 0.01% | 2025-12-31 |
| 181 | Lido Advisors, LLC | 13,208 | $120.2K | 0.01% | 2025-12-31 |
| 182 | Prospera Financial Services Inc | 12,597 | $120.0K | 0.01% | 2025-12-31 |
| 183 | TWO SIGMA SECURITIES, LLC | 12,409 | $118.3K | 0.01% | 2025-12-31 |
| 184 | Beacon Pointe Advisors, LLC | 12,117 | $115.5K | 0.01% | 2025-12-31 |
| 185 | Modern Wealth Management, LLC | 12,082 | $115.1K | 0.01% | 2025-12-31 |
| 186 | KINGSWOOD WEALTH ADVISORS, LLC | 12,065 | $115.0K | 0.01% | 2025-12-31 |
| 187 | NBC SECURITIES, INC. | 11,966 | $114.0K | 0.01% | 2025-12-31 |
| 188 | DAVENPORT & Co LLC | 11,925 | $113.6K | 0.01% | 2025-12-31 |
| 189 | EVOKE WEALTH, LLC | 11,733 | $111.8K | 0.01% | 2025-12-31 |
| 190 | FORTRESS PRIVATE LEDGER, LLC | 11,717 | $111.7K | 0.01% | 2025-12-31 |
| 191 | Naviter Wealth, LLC | 11,661 | $111.1K | 0.01% | 2025-12-31 |
| 192 | IEQ CAPITAL, LLC | 11,550 | $110.1K | 0.01% | 2025-12-31 |
| 193 | WealthSpring Partners, LLC | 11,545 | $110.0K | 0.01% | 2025-12-31 |
| 194 | WELCH & FORBES LLC | 11,500 | $109.6K | 0.01% | 2025-12-31 |
| 195 | Insight Advisors, LLC/ PA | 11,500 | $109.6K | 0.01% | 2025-12-31 |
| 196 | Blue Chip Partners, LLC | 11,486 | $109.5K | 0.01% | 2025-12-31 |
| 197 | Investment Partners Asset Management, Inc. | 11,184 | $106.6K | 0.01% | 2025-12-31 |
| 198 | FOCUSED ALPHA, LLC | 10,874 | $103.6K | 0.01% | 2025-12-31 |
| 199 | AE Wealth Management LLC | 10,684 | $101.8K | 0.01% | 2025-12-31 |
| 200 | SPIREPOINT PRIVATE CLIENT, LLC | 10,683 | $101.8K | 0.01% | 2025-12-31 |
| 201 | WEALTH ALLIANCE, LLC | 10,675 | $101.7K | 0.01% | 2025-12-31 |
| 202 | Impact Partnership Wealth, LLC | 10,571 | $100.7K | 0.01% | 2025-12-31 |
| 203 | Princeton Global Asset Management LLC | 10,526 | $100.3K | 0.01% | 2025-12-31 |
| 204 | Badgley Phelps Wealth Managers, LLC | 10,279 | $98.0K | 0.01% | 2025-12-31 |
| 205 | Gateway Wealth Partners, LLC | 10,275 | $97.9K | 0.01% | 2025-12-31 |
| 206 | Concurrent Investment Advisors, LLC | 10,017 | $95.5K | 0.01% | 2025-12-31 |
| 207 | Blue Trust, Inc. | 10,000 | $95.3K | 0.01% | 2025-12-31 |
| 208 | Parallel Advisors, LLC | 9,968 | $95.0K | 0.01% | 2025-12-31 |
| 209 | World Investment Advisors | 12,197 | $90.2K | 0.01% | 2025-12-31 |
| 210 | CITIGROUP INC | 9,302 | $88.7K | 0.01% | 2025-12-31 |
| 211 | Plante Moran Financial Advisors, LLC | 9,218 | $87.8K | 0.01% | 2025-12-31 |
| 212 | Wilmington Savings Fund Society, FSB | 9,000 | $85.8K | 0.01% | 2025-12-31 |
| 213 | PFS Partners, LLC | 8,994 | $85.7K | 0.01% | 2025-12-31 |
| 214 | CIBC Private Wealth Group LLC | 8,920 | $85.0K | 0.01% | 2025-12-31 |
| 215 | Colonial Trust Advisors | 8,750 | $83.4K | 0.01% | 2025-12-31 |
| 216 | Keating Financial Advisory Services, Inc. | 8,623 | $82.2K | 0.01% | 2025-12-31 |
| 217 | Activest Wealth Management | 8,158 | $77.7K | 0.01% | 2025-12-31 |
| 218 | Gen-Wealth Partners Inc | 7,800 | $74.3K | 0.01% | 2025-12-31 |
| 219 | Caldwell Trust Co | 6,749 | $64.3K | 0.01% | 2025-12-31 |
| 220 | Atlantic Union Bankshares Corp | 6,500 | $61.9K | 0.00% | 2025-12-31 |
| 221 | Millstone Evans Group, LLC | 6,390 | $60.9K | 0.00% | 2025-12-31 |
| 222 | WFA of San Diego, LLC | 6,650 | $60.5K | 0.01% | 2025-12-31 |
| 223 | SOA Wealth Advisors, LLC. | 5,340 | $50.9K | 0.00% | 2025-12-31 |
| 224 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 5,000 | $47.6K | 0.00% | 2025-12-31 |
| 225 | BankPlus Trust Department | 5,000 | $47.6K | 0.00% | 2025-12-31 |
| 226 | Cypress Capital Management LLC (WY) | 5,000 | $47.6K | 0.00% | 2025-12-31 |
| 227 | HHM Wealth Advisors, LLC | 4,628 | $44.1K | 0.00% | 2025-12-31 |
| 228 | Bogart Wealth, LLC | 4,538 | $43.2K | 0.00% | 2025-12-31 |
| 229 | CITY HOLDING CO | 4,000 | $38.1K | 0.00% | 2025-12-31 |
| 230 | Hughes Financial Services, LLC | 3,630 | $34.6K | 0.00% | 2025-12-31 |
| 231 | Geneos Wealth Management Inc. | 3,622 | $34.5K | 0.00% | 2025-12-31 |
| 232 | HARBOR INVESTMENT ADVISORY, LLC | 3,350 | $31.9K | 0.00% | 2025-12-31 |
| 233 | EASTERN BANK | 3,206 | $30.6K | 0.00% | 2025-12-31 |
| 234 | FIRST HORIZON CORP | 2,925 | $27.9K | 0.00% | 2025-12-31 |
| 235 | BOKF, NA | 2,900 | $27.6K | 0.00% | 2025-12-31 |
| 236 | Financial Management Professionals, Inc. | 2,828 | $27.0K | 0.00% | 2025-12-31 |
| 237 | Cornerstone Planning Group LLC | 2,765 | $26.7K | 0.00% | 2025-12-31 |
| 238 | Jessup Wealth Management, Inc | 2,794 | $26.6K | 0.00% | 2025-12-31 |
| 239 | LRI Investments, LLC | 2,734 | $26.1K | 0.00% | 2025-12-31 |
| 240 | American Capital Advisory, LLC | 2,650 | $25.3K | 0.00% | 2025-12-31 |
| 241 | Vermillion Wealth Management, Inc. | 2,648 | $25.2K | 0.00% | 2025-12-31 |
| 242 | PRIVATE TRUST CO NA | 2,500 | $23.8K | 0.00% | 2025-12-31 |
| 243 | Arax Advisory Partners | 2,456 | $23.4K | 0.00% | 2025-12-31 |
| 244 | ASSETMARK, INC | 2,246 | $21.4K | 0.00% | 2025-12-31 |
| 245 | Garton & Associates Financial Advisors LLC | 2,206 | $21.0K | 0.00% | 2025-12-31 |
| 246 | ELEVATION POINT WEALTH PARTNERS, LLC | 2,333 | $20.4K | 0.00% | 2025-12-31 |
| 247 | CENTRAL TRUST Co | 2,000 | $19.1K | 0.00% | 2025-12-31 |
| 248 | OLD POINT TRUST & FINANCIAL SERVICES N A | 1,998 | $19.0K | 0.00% | 2025-12-31 |
| 249 | EverSource Wealth Advisors, LLC | 1,953 | $18.6K | 0.00% | 2025-12-31 |
| 250 | US BANCORP \DE\ | 1,925 | $18.3K | 0.00% | 2025-12-31 |
| 251 | Global Retirement Partners, LLC | 1,875 | $17.9K | 0.00% | 2025-12-31 |
| 252 | TD Capital Management LLC | 1,799 | $17.1K | 0.00% | 2025-12-31 |
| 253 | IFP Advisors, Inc | 1,700 | $16.2K | 0.00% | 2025-12-31 |
| 254 | Legacy Wealth Managment, LLC/ID | 1,687 | $16.1K | 0.00% | 2025-12-31 |
| 255 | MAI Capital Management | 1,615 | $15.4K | 0.00% | 2025-12-31 |
| 256 | FMR LLC | 1,583 | $15.1K | 0.00% | 2025-12-31 |
| 257 | ELEVATION WEALTH PARTNERS, LLC | 1,500 | $14.3K | 0.00% | 2025-12-31 |
| 258 | WPG Advisers, LLC | 1,500 | $14.3K | 0.00% | 2025-12-31 |
| 259 | Parkside Financial Bank & Trust | 1,465 | $14.0K | 0.00% | 2025-12-31 |
| 260 | Kilter Group LLC | 1,530 | $13.9K | 0.00% | 2025-12-31 |
| 261 | Janney Montgomery Scott LLC | 1,343,304 | $12.8K | 2.02% | 2025-12-31 |
| 262 | GAMMA Investing LLC | 1,265 | $12.1K | 0.00% | 2025-12-31 |
| 263 | VISION FINANCIAL MARKETS LLC | 1,106 | $10.5K | 0.00% | 2025-12-31 |
| 264 | COHEN & STEERS, INC. | 964,977 | $9.2K | 1.45% | 2025-12-31 |
| 265 | Atlantic Edge Private Wealth Management, LLC | 900 | $8.6K | 0.00% | 2025-12-31 |
| 266 | FIFTH THIRD BANCORP | 858 | $8.2K | 0.00% | 2025-12-31 |
| 267 | Wealth Preservation Advisors, LLC | 850 | $8.1K | 0.00% | 2025-12-31 |
| 268 | Pinnacle Bancorp, Inc. | 841 | $8.0K | 0.00% | 2025-12-31 |
| 269 | Salomon & Ludwin, LLC | 805 | $7.7K | 0.00% | 2025-12-31 |
| 270 | Penserra Capital Management LLC | 802,308 | $7.6K | 1.21% | 2025-12-31 |
| 271 | NBT BANK N A /NY | 10 | $7.6K | 0.00% | 2025-12-31 |
| 272 | MCGUIRE CAPITAL ADVISORS INC | 680 | $6.5K | 0.00% | 2025-12-31 |
| 273 | Pinnacle Wealth Planning Services, Inc. | 500 | $4.8K | 0.00% | 2025-12-31 |
| 274 | Russell Investments Group, Ltd. | 429 | $4.1K | 0.00% | 2025-12-31 |
| 275 | ORG Partners LLC | 390 | $3.7K | 0.00% | 2025-12-31 |
| 276 | HUNTINGTON NATIONAL BANK | 385 | $3.7K | 0.00% | 2025-12-31 |
| 277 | Key Financial Inc | 349 | $3.3K | 0.00% | 2025-12-31 |
| 278 | FINANCIAL CONSULATE, INC | 300 | $2.9K | 0.00% | 2025-12-31 |
| 279 | CALDWELL SUTTER CAPITAL, INC. | 296 | $2.8K | 0.00% | 2025-12-31 |
| 280 | Cambridge Investment Research Advisors, Inc. | 290,178 | $2.8K | 0.43% | 2025-12-31 |
| 281 | TRUST CO OF TOLEDO NA /OH/ | 250 | $2.4K | 0.00% | 2025-12-31 |
| 282 | Smartleaf Asset Management LLC | 225 | $2.1K | 0.00% | 2025-12-31 |
| 283 | Tidemark, LLC | 200 | $1.9K | 0.00% | 2025-12-31 |
| 284 | Root Financial Partners, LLC | 125 | $1.2K | 0.00% | 2025-12-31 |
| 285 | JPMORGAN CHASE & CO | 118 | $1.1K | 0.00% | 2025-12-31 |
| 286 | CENTAURUS FINANCIAL, INC. | 93,362 | $890 | 0.14% | 2025-12-31 |
| 287 | BOK Financial Private Wealth, Inc. | 75 | $715 | 0.00% | 2025-12-31 |
| 288 | Thrivent Financial for Lutherans | 59,319 | $565 | 0.08% | 2025-12-31 |
| 289 | WEDBUSH SECURITIES INC | 54,552 | $520 | 0.08% | 2025-12-31 |
| 290 | M Holdings Securities, Inc. | 27,023 | $258 | 0.04% | 2025-12-31 |
| 291 | NATIXIS ADVISORS, LLC | 25,835 | $246 | 0.03% | 2025-12-31 |
| 292 | PARK AVENUE SECURITIES LLC | 14,363 | $137 | 0.02% | 2025-12-31 |
| 293 | Tower Research Capital LLC (TRC) | 13 | $124 | 0.00% | 2025-12-31 |
| 294 | CX Institutional | 2,820 | $27 | 0.00% | 2025-12-31 |
| 295 | Avion Wealth | 1,000 | $9 | 0.00% | 2025-12-31 |
| 296 | CWM, LLC | 987 | $9 | 0.00% | 2025-12-31 |
| 297 | TD PRIVATE CLIENT WEALTH LLC | 1 | $8 | 0.00% | 2025-12-31 |