CUSIP 316188309
FIDELITY MERRIMACK STR TR
462 institutions · $18.05B total · 402,062,219 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 92,442,810 | $4.26B | 22.99% | 2025-12-31 |
| 2 | MORGAN STANLEY | 34,708,523 | $1.60B | 8.63% | 2025-12-31 |
| 3 | FMR LLC | 13,921,185 | $640.9M | 3.46% | 2025-12-31 |
| 4 | JPMORGAN CHASE & CO | 10,956,078 | $504.4M | 2.72% | 2025-12-31 |
| 5 | LPL Financial LLC | 9,387,074 | $432.2M | 2.33% | 2025-12-31 |
| 6 | Dynasty Wealth Management, LLC | 8,650,398 | $398.3M | 2.15% | 2025-12-31 |
| 7 | BANK OF AMERICA CORP /DE/ | 8,408,734 | $387.1M | 2.09% | 2025-12-31 |
| 8 | COUNTRY TRUST BANK | 6,392,262 | $294.3M | 1.58% | 2025-12-31 |
| 9 | Cetera Investment Advisers | 5,870,299 | $270.3M | 1.46% | 2025-12-31 |
| 10 | UBS Group AG | 5,868,478 | $270.2M | 1.45% | 2025-12-31 |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 5,785,810 | $266.4M | 1.43% | 2025-12-31 |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 4,895,618 | $225.4M | 1.21% | 2025-12-31 |
| 13 | Quotient Wealth Partners, LLC | 4,892,228 | $225.2M | 1.21% | 2025-12-31 |
| 14 | RAYMOND JAMES FINANCIAL INC | 4,430,664 | $204.0M | 1.10% | 2025-12-31 |
| 15 | MATHER GROUP, LLC. | 4,161,603 | $191.6M | 1.03% | 2025-12-31 |
| 16 | SAX WEALTH ADVISORS, LLC | 4,035,401 | $185.8M | 1.00% | 2025-12-31 |
| 17 | Royal Bank of Canada | 3,901,176 | $179.6M | 0.97% | 2025-12-31 |
| 18 | RITHOLTZ WEALTH MANAGEMENT | 3,855,303 | $177.5M | 0.95% | 2025-12-31 |
| 19 | Kestra Advisory Services, LLC | 3,674,421 | $169.2M | 0.91% | 2025-12-31 |
| 20 | Modern Wealth Management, LLC | 3,617,394 | $166.5M | 0.89% | 2025-12-31 |
| 21 | Legacy Wealth Management, Inc | 3,416,406 | $157.3M | 0.84% | 2025-12-31 |
| 22 | OSAIC HOLDINGS, INC. | 3,370,131 | $155.2M | 0.83% | 2025-12-31 |
| 23 | SAGESPRING WEALTH PARTNERS, LLC | 10,181,189 | $151.0M | 2.53% | 2025-12-31 |
| 24 | Blue Chip Partners, LLC | 2,872,433 | $132.2M | 0.71% | 2025-12-31 |
| 25 | TruWealth Advisors, LLC | 2,808,295 | $129.3M | 0.69% | 2025-12-31 |
| 26 | Forvis Mazars Wealth Advisors, LLC | 2,708,377 | $124.7M | 0.67% | 2025-12-31 |
| 27 | Retirement Planning Group, LLC | 2,490,208 | $114.6M | 0.61% | 2025-12-31 |
| 28 | MML INVESTORS SERVICES, LLC | 2,467,073 | $113.6M | 0.61% | 2025-12-31 |
| 29 | Focus Partners Wealth | 2,365,381 | $109.0M | 0.58% | 2025-12-31 |
| 30 | McKinley Carter Wealth Services, Inc. | 2,140,215 | $98.5M | 0.53% | 2025-12-31 |
| 31 | Summit Financial Strategies, Inc. | 2,090,807 | $96.3M | 0.52% | 2025-12-31 |
| 32 | HighTower Advisors, LLC | 1,890,734 | $87.0M | 0.47% | 2025-12-31 |
| 33 | WELLS FARGO & COMPANY/MN | 1,776,958 | $81.8M | 0.44% | 2025-12-31 |
| 34 | Octavia Wealth Advisors, LLC | 1,740,989 | $80.6M | 0.43% | 2025-12-31 |
| 35 | Valeo Financial Advisors, LLC | 1,757,004 | $76.2M | 0.43% | 2025-12-31 |
| 36 | Wealthcare Advisory Partners LLC | 1,504,259 | $69.3M | 0.37% | 2025-12-31 |
| 37 | Private Advisor Group, LLC | 1,440,074 | $66.3M | 0.35% | 2025-12-31 |
| 38 | RFG Advisory, LLC | 1,399,914 | $64.5M | 0.34% | 2025-12-31 |
| 39 | Falcon Wealth Planning | 1,354,634 | $62.4M | 0.33% | 2025-12-31 |
| 40 | PRUDENT INVESTORS NETWORK, INC. | 1,314,388 | $60.5M | 0.32% | 2025-12-31 |
| 41 | HUB Investment Partners, LLC | 1,236,027 | $56.9M | 0.30% | 2025-12-31 |
| 42 | NewEdge Advisors, LLC | 1,224,399 | $56.4M | 0.30% | 2025-12-31 |
| 43 | Aptus Capital Advisors, LLC | 1,216,624 | $56.0M | 0.30% | 2025-12-31 |
| 44 | Allworth Financial LP | 1,190,370 | $54.8M | 0.29% | 2025-12-31 |
| 45 | Integrated Wealth Concepts LLC | 1,124,122 | $51.8M | 0.27% | 2025-12-31 |
| 46 | Sunburst Financial Group, LLC | 1,110,436 | $51.1M | 0.27% | 2025-12-31 |
| 47 | Harbor Group, Inc. | 1,031,304 | $47.5M | 0.25% | 2025-12-31 |
| 48 | McGlone Suttner Wealth Management, Inc. | 1,017,336 | $46.8M | 0.25% | 2025-12-31 |
| 49 | Crane Advisory, LLC | 1,009,529 | $46.6M | 0.25% | 2025-12-31 |
| 50 | Navalign, LLC | 990,542 | $45.6M | 0.24% | 2025-12-31 |
| 51 | OLIO Financial Planning | 975,741 | $44.9M | 0.24% | 2025-12-31 |
| 52 | Triad Wealth Partners, LLC | 964,516 | $44.4M | 0.23% | 2025-12-31 |
| 53 | HUNTINGTON NATIONAL BANK | 963,679 | $44.4M | 0.23% | 2025-12-31 |
| 54 | Dynamic Advisor Solutions LLC | 932,065 | $42.9M | 0.23% | 2025-12-31 |
| 55 | Drake & Associates, LLC | 918,570 | $42.3M | 0.22% | 2025-12-31 |
| 56 | Sherrill & Hutchins Financial Advisory, Inc | 896,594 | $41.3M | 0.22% | 2025-12-31 |
| 57 | WEATHERLY ASSET MANAGEMENT L. P. | 882,620 | $40.8M | 0.21% | 2025-12-31 |
| 58 | Bleakley Financial Group, LLC | 875,849 | $40.3M | 0.21% | 2025-12-31 |
| 59 | Pallas Capital Advisors LLC | 875,591 | $40.3M | 0.21% | 2025-12-31 |
| 60 | Corient Private Wealth LLC | 915,509 | $39.9M | 0.22% | 2025-12-31 |
| 61 | Creative Planning | 856,459 | $39.4M | 0.21% | 2025-12-31 |
| 62 | CORRECT CAPITAL WEALTH MANAGEMENT | 855,857 | $39.4M | 0.21% | 2025-12-31 |
| 63 | WestHill Financial Advisors, Inc. | 838,376 | $38.6M | 0.20% | 2025-12-31 |
| 64 | POWER WEALTH MANAGEMENT LLC | 815,728 | $37.6M | 0.20% | 2025-12-31 |
| 65 | Brookstone Capital Management | 806,708 | $37.1M | 0.20% | 2025-12-31 |
| 66 | Stone House Investment Management, LLC | 801,076 | $36.9M | 0.19% | 2025-12-31 |
| 67 | Lineweaver Wealth Advisors, LLC | 796,309 | $36.7M | 0.19% | 2025-12-31 |
| 68 | Mascoma Wealth Management LLC | 782,784 | $36.0M | 0.19% | 2025-12-31 |
| 69 | W.G. Shaheen & Associates DBA Whitney & Co | 778,664 | $35.8M | 0.19% | 2025-12-31 |
| 70 | Ameritas Advisory Services, LLC | 771,443 | $35.5M | 0.19% | 2025-12-31 |
| 71 | Shakespeare Wealth Management, LLC | 767,474 | $35.3M | 0.19% | 2025-12-31 |
| 72 | Coyle Financial Counsel LLC | 762,388 | $35.1M | 0.18% | 2025-12-31 |
| 73 | Ullmann Wealth Partners Group, LLC | 755,976 | $35.0M | 0.18% | 2025-12-31 |
| 74 | Global Retirement Partners, LLC | 759,690 | $35.0M | 0.18% | 2025-12-31 |
| 75 | Wealth Alliance Advisory Group, LLC | 758,451 | $34.9M | 0.18% | 2025-12-31 |
| 76 | Compass Ion Advisors, LLC | 758,386 | $34.9M | 0.18% | 2025-12-31 |
| 77 | Henderson Brothers Financial Partners, LLC | 738,393 | $34.0M | 0.18% | 2025-12-31 |
| 78 | ASPIRIANT, LLC | 735,702 | $33.9M | 0.18% | 2025-12-31 |
| 79 | VICUS CAPITAL | 733,204 | $33.8M | 0.18% | 2025-12-31 |
| 80 | Baird Financial Group, Inc. | 732,007 | $33.7M | 0.18% | 2025-12-31 |
| 81 | Arkadios Wealth Advisors | 727,004 | $33.5M | 0.18% | 2025-12-31 |
| 82 | KFG WEALTH MANAGEMENT, LLC | 718,253 | $33.1M | 0.17% | 2025-12-31 |
| 83 | WBH ADVISORY INC | 712,397 | $32.8M | 0.17% | 2025-12-31 |
| 84 | Farther Finance Advisors, LLC | 687,395 | $31.6M | 0.17% | 2025-12-31 |
| 85 | CPA Asset Management LLC | 680,180 | $31.3M | 0.16% | 2025-12-31 |
| 86 | ABLE Financial Group, LLC | 677,638 | $31.2M | 0.16% | 2025-12-31 |
| 87 | WEALTH MANAGEMENT RESOURCES, INC. | 657,104 | $30.3M | 0.16% | 2025-12-31 |
| 88 | Souders Financial Advisors | 653,982 | $30.1M | 0.16% | 2025-12-31 |
| 89 | Larson Financial Group LLC | 652,668 | $30.0M | 0.16% | 2025-12-31 |
| 90 | NFP Retirement, Inc. | 643,872 | $29.6M | 0.16% | 2025-12-31 |
| 91 | Leelyn Smith, LLC | 627,471 | $28.9M | 0.15% | 2025-12-31 |
| 92 | KESTRA PRIVATE WEALTH SERVICES, LLC | 612,692 | $28.2M | 0.15% | 2025-12-31 |
| 93 | NICOLET ADVISORY SERVICES, LLC | 591,999 | $27.3M | 0.14% | 2025-12-31 |
| 94 | Waverly Advisors, LLC | 591,509 | $27.2M | 0.14% | 2025-12-31 |
| 95 | Presidio Capital Management, LLC | 590,368 | $27.2M | 0.14% | 2025-12-31 |
| 96 | FOUNDERS FINANCIAL SECURITIES LLC | 583,854 | $26.9M | 0.14% | 2025-12-31 |
| 97 | DeDora Capital, Inc. | 580,880 | $26.7M | 0.14% | 2025-12-31 |
| 98 | Presper Financial Architects, LLC | 578,397 | $26.6M | 0.14% | 2025-12-31 |
| 99 | CAPITAL WEALTH MANAGEMENT, LLC | 572,115 | $26.3M | 0.14% | 2025-12-31 |
| 100 | SARD WEALTH MANAGEMENT GROUP, LLC | 565,126 | $26.0M | 0.14% | 2025-12-31 |
| 101 | Financial Strategies Group, Inc. | 559,240 | $25.8M | 0.13% | 2025-12-31 |
| 102 | Cyndeo Wealth Partners, LLC | 550,911 | $25.4M | 0.13% | 2025-12-31 |
| 103 | Horizon Investments, LLC | 549,077 | $25.3M | 0.13% | 2025-12-31 |
| 104 | Main Street Financial Solutions, LLC | 523,025 | $24.1M | 0.13% | 2025-12-31 |
| 105 | Koshinski Asset Management, Inc. | 521,124 | $24.0M | 0.12% | 2025-12-31 |
| 106 | Bridgewealth Advisory Group, LLC | 519,059 | $23.9M | 0.12% | 2025-12-31 |
| 107 | Andrews Advisory Associates, LLC | 515,541 | $23.7M | 0.12% | 2025-12-31 |
| 108 | Spire Wealth Management | 511,817 | $23.6M | 0.12% | 2025-12-31 |
| 109 | Gotham Asset Management, LLC | 510,486 | $23.5M | 0.12% | 2025-12-31 |
| 110 | REGIMEN WEALTH, LLC | 504,507 | $23.2M | 0.12% | 2025-12-31 |
| 111 | OneDigital Investment Advisors LLC | 500,664 | $23.1M | 0.12% | 2025-12-31 |
| 112 | Envision Financial Planning, LLC | 497,887 | $22.9M | 0.12% | 2025-12-31 |
| 113 | EnRich Financial Partners LLC | 496,310 | $22.9M | 0.12% | 2025-12-31 |
| 114 | JONES FINANCIAL COMPANIES LLLP | 496,151 | $22.8M | 0.12% | 2025-12-31 |
| 115 | Perigon Wealth Management, LLC | 489,024 | $22.5M | 0.12% | 2025-12-31 |
| 116 | Riverpoint Wealth Management Holdings, LLC | 484,385 | $22.3M | 0.12% | 2025-12-31 |
| 117 | CREATIVE FINANCIAL DESIGNS INC /ADV | 478,249 | $22.0M | 0.11% | 2025-12-31 |
| 118 | Certified Advisory Corp | 460,405 | $21.2M | 0.11% | 2025-12-31 |
| 119 | TrueWealth Advisors, LLC | 448,723 | $20.7M | 0.11% | 2025-12-31 |
| 120 | PFG Advisors | 443,364 | $20.4M | 0.11% | 2025-12-31 |
| 121 | HARBOUR INVESTMENTS, INC. | 441,646 | $20.3M | 0.10% | 2025-12-31 |
| 122 | Kastel Capital Advisors, LLC | 436,100 | $20.1M | 0.10% | 2025-12-31 |
| 123 | Summit Financial, LLC | 428,567 | $19.8M | 0.10% | 2025-12-31 |
| 124 | Investment Advisory Services Group LLC | 423,018 | $19.5M | 0.10% | 2025-12-31 |
| 125 | Fortitude Advisory Group L.L.C. | 413,412 | $19.0M | 0.10% | 2025-12-31 |
| 126 | KFA Private Wealth Group, LLC | 412,826 | $19.0M | 0.10% | 2025-12-31 |
| 127 | Watchman Group, Inc. | 411,541 | $18.9M | 0.10% | 2025-12-31 |
| 128 | BG Investment Services, Inc. | 410,911 | $18.9M | 0.10% | 2025-12-31 |
| 129 | Juno Financial Group LLC | 405,448 | $18.7M | 0.10% | 2025-12-31 |
| 130 | EdgeRock Capital LLC | 397,956 | $18.3M | 0.09% | 2025-12-31 |
| 131 | Occidental Asset Management, LLC | 395,034 | $18.2M | 0.09% | 2025-12-31 |
| 132 | New Insight Wealth Advisors | 386,777 | $17.8M | 0.09% | 2025-12-31 |
| 133 | Buttonwood Financial Advisors Inc. | 382,965 | $17.6M | 0.09% | 2025-12-31 |
| 134 | Selby Wealth Management, LLC | 381,648 | $17.6M | 0.09% | 2025-12-31 |
| 135 | SILVER OAK SECURITIES, INCORPORATED | 378,054 | $17.5M | 0.09% | 2025-12-31 |
| 136 | Tidemark, LLC | 379,078 | $17.5M | 0.09% | 2025-12-31 |
| 137 | Dogwood Wealth Management LLC | 375,669 | $17.4M | 0.09% | 2025-12-31 |
| 138 | Baker Ellis Asset Management LLC | 377,157 | $17.4M | 0.09% | 2025-12-31 |
| 139 | BAKER BOYER NATIONAL BANK | 376,716 | $17.3M | 0.09% | 2025-12-31 |
| 140 | Valmark Advisers, Inc. | 376,144 | $17.3M | 0.09% | 2025-12-31 |
| 141 | tru Independence LLC | 375,741 | $17.3M | 0.09% | 2025-12-31 |
| 142 | CMG Global Holdings, LLC | 375,044 | $17.2M | 0.09% | 2025-12-31 |
| 143 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 371,856 | $17.1M | 0.09% | 2025-12-31 |
| 144 | Investment Planning Advisors, Inc. | 369,716 | $17.0M | 0.09% | 2025-12-31 |
| 145 | KICKSTAND VENTURES, LLC. | 366,027 | $16.9M | 0.09% | 2025-12-31 |
| 146 | Meriwether Wealth & Planning, LLC | 362,417 | $16.7M | 0.09% | 2025-12-31 |
| 147 | Forbes Financial Planning, Inc. | 361,739 | $16.7M | 0.08% | 2025-12-31 |
| 148 | ETF Portfolio Partners, Inc. | 357,922 | $16.5M | 0.08% | 2025-12-31 |
| 149 | AXXCESS WEALTH MANAGEMENT, LLC | 356,597 | $16.4M | 0.08% | 2025-12-31 |
| 150 | PCA Investment Advisory Services Inc. | 355,324 | $16.4M | 0.08% | 2025-12-31 |
| 151 | RCS Financial Planning, LLC | 353,764 | $16.4M | 0.08% | 2025-12-31 |
| 152 | Bank of New York Mellon Corp | 350,212 | $16.1M | 0.08% | 2025-12-31 |
| 153 | Scott Capital Advisors, LLC | 341,417 | $15.7M | 0.08% | 2025-12-31 |
| 154 | KMG FIDUCIARY PARTNERS, LLC | 341,405 | $15.7M | 0.08% | 2025-12-31 |
| 155 | D.A. DAVIDSON & CO. | 339,107 | $15.6M | 0.08% | 2025-12-31 |
| 156 | Linscomb Wealth, Inc. | 336,527 | $15.5M | 0.08% | 2025-12-31 |
| 157 | Ashton Thomas Private Wealth, LLC | 333,960 | $15.5M | 0.08% | 2025-12-31 |
| 158 | World Investment Advisors | 348,396 | $15.3M | 0.08% | 2025-12-31 |
| 159 | Cornerstone Wealth Group, LLC | 330,234 | $15.2M | 0.08% | 2025-12-31 |
| 160 | Schneider Downs Wealth Management Advisors, LP | 326,178 | $15.0M | 0.08% | 2025-12-31 |
| 161 | MAI Capital Management | 321,372 | $14.8M | 0.07% | 2025-12-31 |
| 162 | Mariner, LLC | 320,914 | $14.8M | 0.07% | 2025-12-31 |
| 163 | Rise Advisors, LLC | 319,492 | $14.7M | 0.07% | 2025-12-31 |
| 164 | SENTINEL PENSION ADVISORS, LLC | 317,838 | $14.6M | 0.07% | 2025-12-31 |
| 165 | GENESIS PRIVATE WEALTH, LLC | 315,452 | $14.5M | 0.07% | 2025-12-31 |
| 166 | Mountain Hill Investment Partners Corp. | 313,840 | $14.4M | 0.07% | 2025-12-31 |
| 167 | Arax Advisory Partners | 307,959 | $14.1M | 0.07% | 2025-12-31 |
| 168 | Split Rock Private Trading & Wealth Management, LLC | 305,098 | $14.0M | 0.07% | 2025-12-31 |
| 169 | Graney & King, LLC | 301,405 | $13.9M | 0.07% | 2025-12-31 |
| 170 | Williams & Novak, LLC | 300,251 | $13.8M | 0.07% | 2025-12-31 |
| 171 | Salus Financial Advisors, LLC | 297,941 | $13.7M | 0.07% | 2025-12-31 |
| 172 | COURIER CAPITAL LLC | 293,858 | $13.5M | 0.07% | 2025-12-31 |
| 173 | STIFEL FINANCIAL CORP | 287,617 | $13.2M | 0.07% | 2025-12-31 |
| 174 | Physician Wealth Advisors, Inc. | 284,663 | $13.1M | 0.07% | 2025-12-31 |
| 175 | Centerline Wealth Advisors, LLC | 278,291 | $12.8M | 0.06% | 2025-12-31 |
| 176 | Destiny Capital Corp/CO | 276,908 | $12.7M | 0.06% | 2025-12-31 |
| 177 | Goldstone Financial Group, LLC | 276,703 | $12.7M | 0.06% | 2025-12-31 |
| 178 | First Commonwealth Financial Corp /PA/ | 275,997 | $12.7M | 0.06% | 2025-12-31 |
| 179 | Milestone Investment Advisors LLC | 275,916 | $12.7M | 0.06% | 2025-12-31 |
| 180 | VICTORY FINANCIAL GROUP, LLC | 275,468 | $12.7M | 0.06% | 2025-12-31 |
| 181 | Stratos Wealth Advisors, LLC | 275,387 | $12.7M | 0.06% | 2025-12-31 |
| 182 | MEMBERS WEALTH LLC | 273,330 | $12.6M | 0.06% | 2025-12-31 |
| 183 | STEPH & CO | 270,381 | $12.4M | 0.06% | 2025-12-31 |
| 184 | First Heartland Consultants, Inc. | 269,725 | $12.4M | 0.06% | 2025-12-31 |
| 185 | Vestmark Advisory Solutions, Inc. | 265,138 | $12.2M | 0.06% | 2025-12-31 |
| 186 | Cyr Financial Inc. | 262,830 | $12.1M | 0.06% | 2025-12-31 |
| 187 | Argo Wealth Advisory, LLC | 260,895 | $12.0M | 0.06% | 2025-12-31 |
| 188 | Cornerstone Wealth Management, LLC | 256,940 | $11.8M | 0.06% | 2025-12-31 |
| 189 | OPPENHEIMER & CO INC | 255,705 | $11.8M | 0.06% | 2025-12-31 |
| 190 | Rooted Wealth Advisors, Inc. | 255,153 | $11.7M | 0.06% | 2025-12-31 |
| 191 | HICKS CAPITAL MANAGEMENT LLC | 251,938 | $11.6M | 0.06% | 2025-12-31 |
| 192 | LongView Wealth Management | 250,934 | $11.6M | 0.06% | 2025-12-31 |
| 193 | Envestnet Portfolio Solutions, Inc. | 250,481 | $11.5M | 0.06% | 2025-12-31 |
| 194 | Resolute Wealth Strategies, LLC | 249,896 | $11.5M | 0.06% | 2025-12-31 |
| 195 | Catawba River Capital | 241,506 | $11.1M | 0.06% | 2025-12-31 |
| 196 | J.W. COLE ADVISORS, INC. | 244,715 | $11.0M | 0.06% | 2025-12-31 |
| 197 | Insight Wealth Partners, LLC | 237,809 | $10.9M | 0.05% | 2025-12-31 |
| 198 | DAHRING | CUSMANO LLC | 236,532 | $10.9M | 0.05% | 2025-12-31 |
| 199 | Focus Partners Advisor Solutions, LLC | 235,939 | $10.9M | 0.05% | 2025-12-31 |
| 200 | TRUIST FINANCIAL CORP | 234,826 | $10.8M | 0.05% | 2025-12-31 |
| 201 | FWG Holdings, LLC | 230,459 | $10.7M | 0.05% | 2025-12-31 |
| 202 | Atria Investments, Inc | 230,049 | $10.6M | 0.05% | 2025-12-31 |
| 203 | Equitable Holdings, Inc. | 227,667 | $10.5M | 0.05% | 2025-12-31 |
| 204 | Clarity Retirement & Wealth, LLC | 222,175 | $10.2M | 0.05% | 2025-12-31 |
| 205 | Provident Living Financial Services, Inc. | 217,444 | $10.0M | 0.05% | 2025-12-31 |
| 206 | Apella Capital, LLC | 216,036 | $9.9M | 0.05% | 2025-12-31 |
| 207 | Prime Capital Investment Advisors, LLC | 215,677 | $9.9M | 0.05% | 2025-12-31 |
| 208 | Clarity Wealth Advisors, LLC | 213,859 | $9.8M | 0.05% | 2025-12-31 |
| 209 | Holos Integrated Wealth LLC | 208,237 | $9.6M | 0.05% | 2025-12-31 |
| 210 | Dakota Wealth Management | 206,822 | $9.5M | 0.05% | 2025-12-31 |
| 211 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 202,474 | $9.3M | 0.05% | 2025-12-31 |
| 212 | Opes Wealth Management LLC | 201,653 | $9.3M | 0.05% | 2025-12-31 |
| 213 | Concurrent Investment Advisors, LLC | 201,007 | $9.3M | 0.04% | 2025-12-31 |
| 214 | SPWM Advisors LLC | 200,653 | $9.2M | 0.04% | 2025-12-31 |
| 215 | MUSTICO FINANCIAL GROUP, INC. | 199,757 | $9.2M | 0.04% | 2025-12-31 |
| 216 | Sonoma Allocations LLC | 199,712 | $9.2M | 0.04% | 2025-12-31 |
| 217 | Gladstone Institutional Advisory LLC | 197,735 | $9.1M | 0.04% | 2025-12-31 |
| 218 | INTEGRATED WEALTHCARE, LLC | 194,620 | $9.0M | 0.04% | 2025-12-31 |
| 219 | Orion Porfolio Solutions, LLC | 191,903 | $8.8M | 0.04% | 2025-12-31 |
| 220 | Cooper Financial Group | 191,004 | $8.8M | 0.04% | 2025-12-31 |
| 221 | Sachetta, LLC | 188,525 | $8.7M | 0.04% | 2025-12-31 |
| 222 | Mayfair Advisory Group, LLC | 188,434 | $8.7M | 0.04% | 2025-12-31 |
| 223 | DIVERSIFY WEALTH MANAGEMENT, LLC | 182,312 | $8.4M | 0.04% | 2025-12-31 |
| 224 | TD Waterhouse Canada Inc. | 182,664 | $8.4M | 0.04% | 2025-12-31 |
| 225 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 181,883 | $8.4M | 0.04% | 2025-12-31 |
| 226 | Lebenthal Global Advisors, LLC | 180,335 | $8.3M | 0.04% | 2025-12-31 |
| 227 | Keystone Wealth Services, LLC | 179,828 | $8.3M | 0.04% | 2025-12-31 |
| 228 | TD Capital Management LLC | 175,766 | $8.1M | 0.04% | 2025-12-31 |
| 229 | Greykasell Wealth Strategies, Inc. | 174,815 | $8.0M | 0.04% | 2025-12-31 |
| 230 | Merkkuri Wealth Advisors LLC | 173,504 | $8.0M | 0.04% | 2025-12-31 |
| 231 | IHT Wealth Management, LLC | 171,718 | $7.9M | 0.04% | 2025-12-31 |
| 232 | Advisory Services Network, LLC | 170,808 | $7.9M | 0.04% | 2025-12-31 |
| 233 | AMERIPRISE FINANCIAL INC | 169,556 | $7.8M | 0.04% | 2025-12-31 |
| 234 | Sigma Planning Corp | 166,257 | $7.7M | 0.04% | 2025-12-31 |
| 235 | WealthCare Investment Partners, LLC | 164,777 | $7.6M | 0.04% | 2025-12-31 |
| 236 | OmniStar Financial Group, Inc. | 163,757 | $7.5M | 0.04% | 2025-12-31 |
| 237 | Flavin Financial Services, Inc. | 163,190 | $7.5M | 0.04% | 2025-12-31 |
| 238 | Kestra Investment Management, LLC | 160,728 | $7.4M | 0.03% | 2025-12-31 |
| 239 | Parcion Private Wealth LLC | 160,395 | $7.4M | 0.03% | 2025-12-31 |
| 240 | Mutual Advisors, LLC | 159,072 | $7.3M | 0.03% | 2025-12-31 |
| 241 | Walker Financial Services, Inc. | 156,385 | $7.2M | 0.03% | 2025-12-31 |
| 242 | SilverOak Wealth Management LLC | 156,180 | $7.2M | 0.03% | 2025-12-31 |
| 243 | CMH Wealth Management LLC | 153,339 | $7.1M | 0.03% | 2025-12-31 |
| 244 | LEVEL FOUR ADVISORY SERVICES, LLC | 153,373 | $7.1M | 0.03% | 2025-12-31 |
| 245 | Dentgroup LLC | 152,758 | $7.0M | 0.03% | 2025-12-31 |
| 246 | OpenArc Corporate Advisory, LLC | 150,154 | $6.9M | 0.03% | 2025-12-31 |
| 247 | MAGNOLIA CAPITAL ADVISORS LLC | 148,516 | $6.8M | 0.03% | 2025-12-31 |
| 248 | Baker Avenue Asset Management, LP | 146,956 | $6.8M | 0.03% | 2025-12-31 |
| 249 | WEALTHSPAN PARTNERS, LLC | 146,662 | $6.8M | 0.03% | 2025-12-31 |
| 250 | Accelerate Investment Advisors LLC | 146,298 | $6.7M | 0.03% | 2025-12-31 |
| 251 | Parallel Advisors, LLC | 144,784 | $6.7M | 0.03% | 2025-12-31 |
| 252 | TFB Advisors LLC | 144,766 | $6.7M | 0.03% | 2025-12-31 |
| 253 | BOS Asset Management, LLC | 144,762 | $6.7M | 0.03% | 2025-12-31 |
| 254 | TITLEIST ASSET MANAGEMENT, LLC | 142,634 | $6.6M | 0.03% | 2025-12-31 |
| 255 | Financial Synergies Wealth Advisors, Inc. | 142,337 | $6.6M | 0.03% | 2025-12-31 |
| 256 | Eaton Financial Holdings Company, LLC | 141,119 | $6.5M | 0.03% | 2025-12-31 |
| 257 | Axis Wealth Partners, LLC | 138,260 | $6.4M | 0.03% | 2025-12-31 |
| 258 | Crumly & Associates Inc. | 137,935 | $6.4M | 0.03% | 2025-12-31 |
| 259 | UNIQUE WEALTH, LLC | 137,392 | $6.3M | 0.03% | 2025-12-31 |
| 260 | CRA Financial Services, LLC | 137,289 | $6.3M | 0.03% | 2025-12-31 |
| 261 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 136,472 | $6.3M | 0.03% | 2025-12-31 |
| 262 | NewEdge Wealth, LLC | 136,201 | $6.3M | 0.03% | 2025-12-31 |
| 263 | PITTENGER & ANDERSON INC | 134,703 | $6.2M | 0.03% | 2025-12-31 |
| 264 | MERCER GLOBAL ADVISORS INC /ADV | 134,424 | $6.2M | 0.03% | 2025-12-31 |
| 265 | Landmark Wealth Management, LLC | 133,082 | $6.1M | 0.03% | 2025-12-31 |
| 266 | MCF Advisors LLC | 131,524 | $6.1M | 0.03% | 2025-12-31 |
| 267 | B. Riley Wealth Advisors, Inc. | 130,350 | $6.0M | 0.03% | 2025-12-31 |
| 268 | IFG Advisory, LLC | 129,434 | $6.0M | 0.03% | 2025-12-31 |
| 269 | KINGSWOOD WEALTH ADVISORS, LLC | 128,999 | $5.9M | 0.03% | 2025-12-31 |
| 270 | SPINNAKER TRUST | 128,928 | $5.9M | 0.03% | 2025-12-31 |
| 271 | Visionary Wealth Advisors | 128,632 | $5.9M | 0.03% | 2025-12-31 |
| 272 | LINCOLN CAPITAL CORP | 127,286 | $5.9M | 0.03% | 2025-12-31 |
| 273 | Stratos Investment Management, LLC | 127,027 | $5.8M | 0.03% | 2025-12-31 |
| 274 | Carnegie Investment Counsel | 126,222 | $5.8M | 0.03% | 2025-12-31 |
| 275 | PRIMORIS WEALTH ADVISORS, LLC | 125,641 | $5.8M | 0.03% | 2025-12-31 |
| 276 | FINANCIAL MANAGEMENT NETWORK INC | 123,217 | $5.7M | 0.03% | 2025-12-31 |
| 277 | OakTrust Wealth Advisors, LLC | 122,295 | $5.6M | 0.03% | 2025-12-31 |
| 278 | Quad-Cities Investment Group, LLC | 121,543 | $5.6M | 0.03% | 2025-12-31 |
| 279 | Onyx Bridge Wealth Group LLC | 120,577 | $5.6M | 0.02% | 2025-12-31 |
| 280 | Prosperity Consulting Group, LLC | 115,823 | $5.3M | 0.02% | 2025-12-31 |
| 281 | IFP Advisors, Inc | 114,667 | $5.3M | 0.02% | 2025-12-31 |
| 282 | SILVERLAKE WEALTH MANAGEMENT LLC | 114,341 | $5.3M | 0.02% | 2025-12-31 |
| 283 | CFO4Life Group, LLC | 112,949 | $5.2M | 0.02% | 2025-12-31 |
| 284 | &PARTNERS | 111,601 | $5.2M | 0.02% | 2025-12-31 |
| 285 | Madison Wealth Partners, Inc | 111,743 | $5.1M | 0.02% | 2025-12-31 |
| 286 | Davis Wealth Advisors, LLC | 111,596 | $5.1M | 0.02% | 2025-12-31 |
| 287 | RDA Financial Network | 110,834 | $5.1M | 0.02% | 2025-12-31 |
| 288 | RENAISSANCE TECHNOLOGIES LLC | 110,300 | $5.1M | 0.02% | 2025-12-31 |
| 289 | Allen Capital Group, LLC | 108,715 | $5.0M | 0.02% | 2025-12-31 |
| 290 | Smartleaf Asset Management LLC | 108,233 | $5.0M | 0.02% | 2025-12-31 |
| 291 | FIRST UNITED BANK & TRUST | 108,214 | $5.0M | 0.02% | 2025-12-31 |
| 292 | Maple Capital Management, Inc. | 106,384 | $4.9M | 0.02% | 2025-12-31 |
| 293 | Barry Investment Advisors, LLC | 104,530 | $4.8M | 0.02% | 2025-12-31 |
| 294 | Chesley Taft & Associates LLC | 104,290 | $4.8M | 0.02% | 2025-12-31 |
| 295 | BETO FINANCIAL GROUP, LLC | 104,324 | $4.8M | 0.02% | 2025-12-31 |
| 296 | Spectrum Investment Advisors, Inc. | 103,952 | $4.8M | 0.02% | 2025-12-31 |
| 297 | Sanctuary Advisors, LLC | 102,515 | $4.7M | 0.02% | 2025-12-31 |
| 298 | Essex Financial Services, Inc. | 102,927 | $4.7M | 0.02% | 2025-12-31 |
| 299 | Strata Wealth Advisors, LLC | 101,876 | $4.7M | 0.02% | 2025-12-31 |
| 300 | Ipsen Advisor Group LLC | 101,835 | $4.7M | 0.02% | 2025-12-31 |
| 301 | Robertson Stephens Wealth Management, LLC | 99,162 | $4.6M | 0.02% | 2025-12-31 |
| 302 | Savvy Advisors, Inc. | 98,179 | $4.5M | 0.02% | 2025-12-31 |
| 303 | Opal Wealth Advisors, LLC | 97,527 | $4.5M | 0.02% | 2025-12-31 |
| 304 | CLEAR INVESTMENT RESEARCH, LLC | 97,039 | $4.5M | 0.02% | 2025-12-31 |
| 305 | PKS Advisory Services, LLC | 96,421 | $4.4M | 0.02% | 2025-12-31 |
| 306 | Triangle Securities Wealth Management | 95,390 | $4.4M | 0.02% | 2025-12-31 |
| 307 | FLAGSHIP HARBOR ADVISORS, LLC | 92,622 | $4.3M | 0.02% | 2025-12-31 |
| 308 | Apex Wealth Management, LLC | 92,265 | $4.3M | 0.02% | 2025-12-31 |
| 309 | Essential Planning, LLC. | 91,614 | $4.2M | 0.02% | 2025-12-31 |
| 310 | InTrack Investment Management Inc | 89,021 | $4.1M | 0.02% | 2025-12-31 |
| 311 | Paragon Advisors, LLC | 88,638 | $4.1M | 0.02% | 2025-12-31 |
| 312 | Peterson Wealth Advisors, LLC | 88,332 | $4.1M | 0.02% | 2025-12-31 |
| 313 | Intrua Financial, LLC | 87,352 | $4.0M | 0.02% | 2025-12-31 |
| 314 | RETIREMENT PLANNING GROUP, LLC / NY | 86,078 | $4.0M | 0.02% | 2025-12-31 |
| 315 | PRINCIPAL SECURITIES, INC. | 85,778 | $3.9M | 0.02% | 2025-12-31 |
| 316 | Family Capital Management, Inc. | 83,876 | $3.9M | 0.02% | 2025-12-31 |
| 317 | Stratos Wealth Partners, LTD. | 83,825 | $3.9M | 0.02% | 2025-12-31 |
| 318 | Red Mountain Financial, LLC | 83,712 | $3.9M | 0.02% | 2025-12-31 |
| 319 | Ancora Advisors LLC | 83,579 | $3.8M | 0.02% | 2025-12-31 |
| 320 | TritonPoint Partners, LLC | 79,748 | $3.7M | 0.01% | 2025-12-31 |
| 321 | Tower Wealth Partners, Inc. | 80,153 | $3.7M | 0.01% | 2025-12-31 |
| 322 | LEIGH BALDWIN & CO., LLC | 78,374 | $3.6M | 0.01% | 2025-12-31 |
| 323 | Horizon Investment Services, LLC | 77,460 | $3.6M | 0.01% | 2025-12-31 |
| 324 | Fiduciary Alliance LLC | 77,137 | $3.6M | 0.01% | 2025-12-31 |
| 325 | Ausdal Financial Partners, Inc. | 76,981 | $3.5M | 0.01% | 2025-12-31 |
| 326 | BENJAMIN EDWARDS INC | 76,538 | $3.5M | 0.01% | 2025-12-31 |
| 327 | 21 West Wealth Management LLC | 74,578 | $3.4M | 0.01% | 2025-12-31 |
| 328 | Diversify Advisory Services, LLC | 74,313 | $3.4M | 0.01% | 2025-12-31 |
| 329 | NWF Advisory Services Inc. | 74,196 | $3.4M | 0.01% | 2025-12-31 |
| 330 | EAGLE ROCK INVESTMENT COMPANY, LLC | 72,901 | $3.4M | 0.01% | 2025-12-31 |
| 331 | Sequoia Financial Advisors, LLC | 72,039 | $3.3M | 0.01% | 2025-12-31 |
| 332 | Investment Advisory Group, LLC | 71,185 | $3.3M | 0.01% | 2025-12-31 |
| 333 | Shore Point Advisors, LLC | 77,593 | $3.2M | 0.01% | 2025-12-31 |
| 334 | Warwick Investment Management, Inc. | 70,425 | $3.2M | 0.01% | 2025-12-31 |
| 335 | Mainsail Financial Group, LLC | 70,211 | $3.2M | 0.01% | 2025-12-31 |
| 336 | CAPTRUST FINANCIAL ADVISORS | 68,979 | $3.2M | 0.01% | 2025-12-31 |
| 337 | NWAM LLC | 67,607 | $3.2M | 0.01% | 2025-12-31 |
| 338 | Future Financial Wealth Managment LLC | 68,017 | $3.1M | 0.01% | 2025-12-31 |
| 339 | Sowell Financial Services LLC | 67,505 | $3.1M | 0.01% | 2025-12-31 |
| 340 | DecisionMap Wealth Management, LLC | 67,320 | $3.1M | 0.01% | 2025-12-31 |
| 341 | Golden State Equity Partners | 66,987 | $3.1M | 0.01% | 2025-12-31 |
| 342 | Rockefeller Capital Management L.P. | 66,861 | $3.1M | 0.01% | 2025-12-31 |
| 343 | Align Financial, LLC | 3,078,326 | $3.1M | 0.76% | 2025-12-31 |
| 344 | UPTICK PARTNERS, LLC | 66,538 | $3.1M | 0.01% | 2025-12-31 |
| 345 | XY Planning Network, Inc. | 65,969 | $3.0M | 0.01% | 2025-12-31 |
| 346 | Canvas Wealth Advisors, LLC | 65,316 | $3.0M | 0.01% | 2025-12-31 |
| 347 | Mascagni Wealth Management, Inc. | 64,366 | $3.0M | 0.01% | 2025-12-31 |
| 348 | Capital Asset Advisory Services LLC | 64,031 | $3.0M | 0.01% | 2025-12-31 |
| 349 | KG&L Capital Management,LLC | 63,568 | $2.9M | 0.01% | 2025-12-31 |
| 350 | COZAD ASSET MANAGEMENT INC | 63,407 | $2.9M | 0.01% | 2025-12-31 |
| 351 | Simplicity Wealth,LLC | 62,803 | $2.9M | 0.01% | 2025-12-31 |
| 352 | VALLEY WEALTH MANAGERS, INC. | 62,091 | $2.9M | 0.01% | 2025-12-31 |
| 353 | FORONJY FINANCIAL LLC | 60,329 | $2.8M | 0.01% | 2025-12-31 |
| 354 | Powell Investment Advisors, LLC | 59,963 | $2.8M | 0.01% | 2025-12-31 |
| 355 | NORRIS PERNE & FRENCH LLP/MI | 60,271 | $2.8M | 0.01% | 2025-12-31 |
| 356 | OLD MISSION CAPITAL LLC | 60,127 | $2.8M | 0.01% | 2025-12-31 |
| 357 | Fifth Third Securities, Inc. | 60,015 | $2.8M | 0.01% | 2025-12-31 |
| 358 | COMERICA BANK | 59,440 | $2.7M | 0.01% | 2025-12-31 |
| 359 | Retirement Management Systems Inc. | 58,858 | $2.7M | 0.01% | 2025-12-31 |
| 360 | Gallagher Fiduciary Advisors, LLC | 57,123 | $2.6M | 0.01% | 2025-12-31 |
| 361 | Boston Partners | 56,010 | $2.6M | 0.01% | 2025-12-31 |
| 362 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 55,588 | $2.6M | 0.01% | 2025-12-31 |
| 363 | Verity Asset Management, Inc. | 55,225 | $2.5M | 0.01% | 2025-12-31 |
| 364 | AdvisorNet Financial, Inc | 54,866 | $2.5M | 0.01% | 2025-12-31 |
| 365 | Wingate Wealth Advisors, Inc. | 54,185 | $2.5M | 0.01% | 2025-12-31 |
| 366 | GUARDIAN WEALTH ADVISORS, LLC / NC | 53,950 | $2.5M | 0.01% | 2025-12-31 |
| 367 | Advisor OS, LLC | 53,473 | $2.5M | 0.01% | 2025-12-31 |
| 368 | Professional Financial Advisors, LLC | 53,241 | $2.5M | 0.01% | 2025-12-31 |
| 369 | Transcendent Capital Group LLC | 53,092 | $2.4M | 0.01% | 2025-12-31 |
| 370 | BROWN ADVISORY INC | 52,359 | $2.4M | 0.01% | 2025-12-31 |
| 371 | LEGACY SOLUTIONS, LLC | 51,796 | $2.4M | 0.01% | 2025-12-31 |
| 372 | StoneX Group Inc. | 51,306 | $2.4M | 0.01% | 2025-12-31 |
| 373 | Cerity Partners LLC | 51,638 | $2.4M | 0.01% | 2025-12-31 |
| 374 | Sugar Maple Asset Management, LLC | 51,000 | $2.3M | 0.01% | 2025-12-31 |
| 375 | Bryant Woods Investment Advisors, LLC | 49,409 | $2.3M | 0.01% | 2025-12-31 |
| 376 | FORTRESS FINANCIAL GROUP, LLC | 48,992 | $2.3M | 0.01% | 2025-12-31 |
| 377 | Fullerton Advisors, LLC | 48,863 | $2.2M | 0.01% | 2025-12-31 |
| 378 | Interchange Capital Partners, LLC | 46,872 | $2.2M | 0.01% | 2025-12-31 |
| 379 | Galvin, Gaustad & Stein, LLC | 46,742 | $2.2M | 0.01% | 2025-12-31 |
| 380 | Eley Financial Management, Inc | 45,327 | $2.1M | 0.01% | 2025-12-31 |
| 381 | WCG Wealth Advisors LLC | 45,226 | $2.1M | 0.01% | 2025-12-31 |
| 382 | Marble Wealth, LLC | 45,103 | $2.1M | 0.01% | 2025-12-31 |
| 383 | Woodside Wealth Management LLC | 44,894 | $2.1M | 0.01% | 2025-12-31 |
| 384 | Kuhn & Co Investment Counsel | 44,623 | $2.1M | 0.01% | 2025-12-31 |
| 385 | Miracle Mile Advisors, LLC | 44,280 | $2.0M | 0.01% | 2025-12-31 |
| 386 | Bangor Savings Bank | 44,198 | $2.0M | 0.01% | 2025-12-31 |
| 387 | Connecticut Wealth Management, LLC | 43,740 | $2.0M | 0.01% | 2025-12-31 |
| 388 | Riverbend Wealth Management, LLC | 43,112 | $2.0M | 0.01% | 2025-12-31 |
| 389 | IRON Financial LLC | 40,276 | $1.9M | 0.01% | 2025-12-31 |
| 390 | U.S. Capital Wealth Advisors, LLC | 39,921 | $1.8M | 0.00% | 2025-12-31 |
| 391 | McAdam, LLC | 39,595 | $1.8M | 0.00% | 2025-12-31 |
| 392 | SMITH, MOORE & CO. | 39,187 | $1.8M | 0.00% | 2025-12-31 |
| 393 | Slagle Financial, LLC | 38,930 | $1.8M | 0.00% | 2025-12-31 |
| 394 | Vise Technologies, Inc. | 38,567 | $1.8M | 0.00% | 2025-12-31 |
| 395 | QUADRANT CAPITAL GROUP LLC | 38,010 | $1.7M | 0.00% | 2025-12-31 |
| 396 | BRIGHT FINANCIAL ADVISORS, INC. | 37,537 | $1.7M | 0.00% | 2025-12-31 |
| 397 | Gaddis Premier Wealth Advisors LLC | 37,251 | $1.7M | 0.00% | 2025-12-31 |
| 398 | Rede Wealth, LLC | 36,614 | $1.7M | 0.00% | 2025-12-31 |
| 399 | Federation des caisses Desjardins du Quebec | 36,573 | $1.7M | 0.00% | 2025-12-31 |
| 400 | Summit Wealth Partners, LLC | 36,185 | $1.7M | 0.00% | 2025-12-31 |
| 401 | ZACKS INVESTMENT MANAGEMENT | 35,895 | $1.7M | 0.00% | 2025-12-31 |
| 402 | Bond & Devick Financial Network, Inc. | 35,715 | $1.6M | 0.00% | 2025-12-31 |
| 403 | John W. Brooker & Co., CPAs | 35,081 | $1.6M | 0.00% | 2025-12-31 |
| 404 | Foundations Investment Advisors, LLC | 34,944 | $1.6M | 0.00% | 2025-12-31 |
| 405 | Berger Financial Group, Inc | 34,848 | $1.6M | 0.00% | 2025-12-31 |
| 406 | JFS WEALTH ADVISORS, LLC | 34,107 | $1.6M | 0.00% | 2025-12-31 |
| 407 | Ascent Group, LLC | 34,016 | $1.6M | 0.00% | 2025-12-31 |
| 408 | CARY STREET PARTNERS FINANCIAL LLC | 33,550 | $1.5M | 0.00% | 2025-12-31 |
| 409 | Golden State Wealth Management, LLC | 33,517 | $1.5M | 0.00% | 2025-12-31 |
| 410 | Avidian Wealth Enterprises, LLC | 32,972 | $1.5M | 0.00% | 2025-12-31 |
| 411 | GERBER, LLC | 32,125 | $1.5M | 0.00% | 2025-12-31 |
| 412 | Hartmann Taylor Wealth Management, LLC | 32,120 | $1.5M | 0.00% | 2025-12-31 |
| 413 | Compound Planning, Inc. | 32,018 | $1.5M | 0.00% | 2025-12-31 |
| 414 | KEYVANTAGE WEALTH, LLC | 31,807 | $1.5M | 0.00% | 2025-12-31 |
| 415 | United Advisor Group, LLC | 31,556 | $1.5M | 0.00% | 2025-12-31 |
| 416 | GREAT VALLEY ADVISOR GROUP, INC. | 31,444 | $1.4M | 0.00% | 2025-12-31 |
| 417 | Traveka Wealth, LLC | 31,369 | $1.4M | 0.00% | 2025-12-31 |
| 418 | Ballast Financial Advisors LLC | 31,264 | $1.4M | 0.00% | 2025-12-31 |
| 419 | WealthBridge Capital Management, LLC | 31,020 | $1.4M | 0.00% | 2025-12-31 |
| 420 | Allegheny Financial Group | 29,808 | $1.4M | 0.00% | 2025-12-31 |
| 421 | Rinkey Investments | 29,251 | $1.3M | 0.00% | 2025-12-31 |
| 422 | Abbot Financial Management, Inc. | 29,230 | $1.3M | 0.00% | 2025-12-31 |
| 423 | Next Level Wealth Planning, LLC | 28,926 | $1.3M | 0.00% | 2025-12-31 |
| 424 | Financial Freedom, LLC | 27,963 | $1.3M | 0.00% | 2025-12-31 |
| 425 | TWIN PEAKS WEALTH ADVISORS, LLC | 27,296 | $1.3M | 0.00% | 2025-12-31 |
| 426 | ANCHOR CAPITAL ADVISORS LLC | 27,109 | $1.2M | 0.00% | 2025-12-31 |
| 427 | BIP Wealth, LLC | 27,095 | $1.2M | 0.00% | 2025-12-31 |
| 428 | STEEL GROVE CAPITAL ADVISORS, LLC | 26,988 | $1.2M | 0.00% | 2025-12-31 |
| 429 | Centurion Wealth Management LLC | 26,868 | $1.2M | 0.00% | 2025-12-31 |
| 430 | Waterfront Wealth Inc. | 26,326 | $1.2M | 0.00% | 2025-12-31 |
| 431 | ASSETMARK, INC | 25,860 | $1.2M | 0.00% | 2025-12-31 |
| 432 | Armor Investment Advisors, LLC | 25,749 | $1.2M | 0.00% | 2025-12-31 |
| 433 | Steward Partners Investment Advisory, LLC | 25,454 | $1.2M | 0.00% | 2025-12-31 |
| 434 | GWN SECURITIES INC. | 25,414 | $1.2M | 0.00% | 2025-12-31 |
| 435 | Asempa Wealth Advisors | 25,294 | $1.2M | 0.00% | 2025-12-31 |
| 436 | Modera Wealth Management, LLC | 25,289 | $1.2M | 0.00% | 2025-12-31 |
| 437 | Curtis Advisory Group, LLC | 25,220 | $1.2M | 0.00% | 2025-12-31 |
| 438 | Wealth Watch Advisors, INC | 25,169 | $1.2M | 0.00% | 2025-12-31 |
| 439 | National Wealth Management Group, LLC | 24,996 | $1.2M | 0.00% | 2025-12-31 |
| 440 | DEFINED WEALTH MANAGEMENT, LLC | 24,819 | $1.1M | 0.00% | 2025-12-31 |
| 441 | Daybright Advisory Services, Inc. | 24,741 | $1.1M | 0.00% | 2025-12-31 |
| 442 | Fairvoy Private Wealth, LLC | 24,289 | $1.1M | 0.00% | 2025-12-31 |
| 443 | Pathstone Holdings, LLC | 24,114 | $1.1M | 0.00% | 2025-12-31 |
| 444 | BFSG, LLC | 23,732 | $1.1M | 0.00% | 2025-12-31 |
| 445 | IBEX WEALTH ADVISORS | 23,711 | $1.1M | 0.00% | 2025-12-31 |
| 446 | VestGen Advisors, LLC | 23,541 | $1.1M | 0.00% | 2025-12-31 |
| 447 | Forum Private Client Group LLC | 22,964 | $1.1M | 0.00% | 2025-12-31 |
| 448 | MITCHELL MCLEOD PUGH & WILLIAMS INC | 22,546 | $1.0M | 0.00% | 2025-12-31 |
| 449 | Post Resch Tallon Group Inc. | 22,506 | $1.0M | 0.00% | 2025-12-31 |
| 450 | CGN Advisors LLC | 22,298 | $1.0M | 0.00% | 2025-12-31 |
| 451 | Box Hill Private Wealth LLC | 22,290 | $1.0M | 0.00% | 2025-12-31 |
| 452 | CreativeOne Wealth, LLC | 22,169 | $1.0M | 0.00% | 2025-12-31 |
| 453 | Valley Financial Group, Inc. | 21,979 | $1.0M | 0.00% | 2025-12-31 |
| 454 | Founders Financial Alliance, LLC | 21,620 | $995.4K | 0.00% | 2025-12-31 |
| 455 | Insight Wealth Strategies, LLC | 21,404 | $985.4K | 0.00% | 2025-12-31 |
| 456 | Cosner Financial Group, LLC | 21,281 | $979.8K | 0.00% | 2025-12-31 |
| 457 | Qube Research & Technologies Ltd | 21,262 | $978.9K | 0.00% | 2025-12-31 |
| 458 | Chris Bulman Inc | 20,854 | $960.1K | 0.00% | 2025-12-31 |
| 459 | Indie Asset Partners, LLC | 20,786 | $957.0K | 0.00% | 2025-12-31 |
| 460 | COMMONS CAPITAL, LLC | 20,736 | $954.7K | 0.00% | 2025-12-31 |
| 461 | Traynor Capital Management, Inc. | 20,575 | $947.3K | 0.00% | 2025-12-31 |
| 462 | Register Financial Advisors LLC | 20,570 | $947.0K | 0.00% | 2025-12-31 |