CUSIP 464285204
ISHARES GOLD TR
418 institutions · $28.10B total · 345,934,106 shares · IAU
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 24,584,475 | $2.00B | 7.10% | 2025-12-31 |
| 2 | FMR LLC | 20,511,222 | $1.66B | 5.92% | 2025-12-31 |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 19,303,975 | $1.57B | 5.58% | 2025-12-31 |
| 4 | BANK OF AMERICA CORP /DE/ | 15,071,711 | $1.22B | 4.35% | 2025-12-31 |
| 5 | LPL Financial LLC | 13,742,286 | $1.12B | 3.97% | 2025-12-31 |
| 6 | UBS Group AG | 8,172,695 | $663.4M | 2.36% | 2025-12-31 |
| 7 | AMERIPRISE FINANCIAL INC | 7,247,536 | $588.6M | 2.09% | 2025-12-31 |
| 8 | Sumitomo Mitsui Trust Group, Inc. | 6,608,915 | $536.4M | 1.91% | 2025-12-31 |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,595,990 | $535.4M | 1.90% | 2025-12-31 |
| 10 | BlackRock, Inc. | 6,406,419 | $520.0M | 1.85% | 2025-12-31 |
| 11 | ALLIANCEBERNSTEIN L.P. | 6,351,725 | $515.6M | 1.83% | 2025-12-31 |
| 12 | CITIGROUP INC | 5,901,963 | $479.1M | 1.70% | 2025-12-31 |
| 13 | Empower Advisory Group, LLC | 5,520,278 | $448.1M | 1.59% | 2025-12-31 |
| 14 | WELLS FARGO & COMPANY/MN | 5,318,044 | $431.7M | 1.53% | 2025-12-31 |
| 15 | NORTHERN TRUST CORP | 4,194,274 | $340.4M | 1.21% | 2025-12-31 |
| 16 | RAYMOND JAMES FINANCIAL INC | 3,973,783 | $322.6M | 1.14% | 2025-12-31 |
| 17 | JPMORGAN CHASE & CO | 3,718,729 | $301.8M | 1.07% | 2025-12-31 |
| 18 | KEYBANK NATIONAL ASSOCIATION/OH | 3,694,058 | $299.8M | 1.06% | 2025-12-31 |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 3,538,226 | $287.2M | 1.02% | 2025-12-31 |
| 20 | TRUIST FINANCIAL CORP | 3,403,621 | $276.3M | 0.98% | 2025-12-31 |
| 21 | HighTower Advisors, LLC | 3,390,805 | $275.2M | 0.98% | 2025-12-31 |
| 22 | Cerity Partners LLC | 3,194,314 | $259.3M | 0.92% | 2025-12-31 |
| 23 | SCHF (GPE), LLC | 3,163,660 | $256.8M | 0.91% | 2025-12-31 |
| 24 | Royal Bank of Canada | 2,950,112 | $239.5M | 0.85% | 2025-12-31 |
| 25 | CIBC Private Wealth Group LLC | 2,735,976 | $222.1M | 0.79% | 2025-12-31 |
| 26 | Erste Asset Management GmbH | 2,585,650 | $209.9M | 0.74% | 2025-12-31 |
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,555,200 | $207.4M | 0.73% | 2025-12-31 |
| 28 | CAPTRUST FINANCIAL ADVISORS | 2,410,553 | $195.7M | 0.69% | 2025-12-31 |
| 29 | Twin Tree Management, LP | 2,385,500 | $193.6M | 0.68% | 2025-12-31 |
| 30 | Cetera Investment Advisers | 2,319,569 | $188.3M | 0.67% | 2025-12-31 |
| 31 | STIFEL FINANCIAL CORP | 2,153,539 | $174.8M | 0.62% | 2025-12-31 |
| 32 | Proficio Capital Partners LLC | 2,127,021 | $172.7M | 0.61% | 2025-12-31 |
| 33 | CITADEL ADVISORS LLC | 2,108,607 | $171.2M | 0.60% | 2025-12-31 |
| 34 | MML INVESTORS SERVICES, LLC | 2,106,672 | $171.0M | 0.60% | 2025-12-31 |
| 35 | Silver Point Capital L.P. | 1,945,000 | $157.9M | 0.56% | 2025-12-31 |
| 36 | OSAIC HOLDINGS, INC. | 1,850,069 | $150.2M | 0.53% | 2025-12-31 |
| 37 | Arnhold LLC | 1,757,254 | $142.6M | 0.50% | 2025-12-31 |
| 38 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 1,754,253 | $142.4M | 0.50% | 2025-12-31 |
| 39 | Cresset Asset Management, LLC | 1,725,125 | $140.0M | 0.49% | 2025-12-31 |
| 40 | Envestnet Portfolio Solutions, Inc. | 1,721,476 | $139.7M | 0.49% | 2025-12-31 |
| 41 | Rockefeller Capital Management L.P. | 1,688,522 | $137.1M | 0.48% | 2025-12-31 |
| 42 | Chevy Chase Trust Holdings, LLC | 1,611,822 | $130.8M | 0.46% | 2025-12-31 |
| 43 | EQUITABLE TRUST CO | 1,567,656 | $127.2M | 0.45% | 2025-12-31 |
| 44 | MOON CAPITAL MANAGEMENT LP | 1,559,604 | $126.6M | 0.45% | 2025-12-31 |
| 45 | AlTi Global, Inc. | 1,539,493 | $125.0M | 0.44% | 2025-12-31 |
| 46 | GM Advisory Group, LLC | 1,527,276 | $124.0M | 0.44% | 2025-12-31 |
| 47 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,469,348 | $119.3M | 0.42% | 2025-12-31 |
| 48 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,453,465 | $118.0M | 0.42% | 2025-12-31 |
| 49 | Concurrent Investment Advisors, LLC | 1,380,113 | $112.0M | 0.39% | 2025-12-31 |
| 50 | Baird Financial Group, Inc. | 1,370,227 | $111.2M | 0.39% | 2025-12-31 |
| 51 | OneDigital Investment Advisors LLC | 1,358,533 | $110.3M | 0.39% | 2025-12-31 |
| 52 | Allianz SE | 1,233,566 | $100.1M | 0.35% | 2025-12-31 |
| 53 | Dynasty Wealth Management, LLC | 1,187,564 | $96.4M | 0.34% | 2025-12-31 |
| 54 | EMORY UNIVERSITY | 1,184,469 | $96.1M | 0.34% | 2025-12-31 |
| 55 | FORBES J M & CO LLP | 1,183,161 | $96.0M | 0.34% | 2025-12-31 |
| 56 | NewEdge Advisors, LLC | 1,177,701 | $95.6M | 0.34% | 2025-12-31 |
| 57 | Permanens Capital L.P. | 1,122,462 | $91.1M | 0.32% | 2025-12-31 |
| 58 | TWIN FOCUS CAPITAL PARTNERS, LLC | 1,106,435 | $89.8M | 0.31% | 2025-12-31 |
| 59 | NEUBERGER BERMAN GROUP LLC | 1,105,048 | $89.7M | 0.31% | 2025-12-31 |
| 60 | First Command Advisory Services, Inc. | 1,100,749 | $89.3M | 0.31% | 2025-12-31 |
| 61 | Focus Partners Wealth | 1,083,477 | $87.9M | 0.31% | 2025-12-31 |
| 62 | Mariner, LLC | 1,080,206 | $87.7M | 0.31% | 2025-12-31 |
| 63 | ASSETMARK, INC | 1,044,313 | $84.8M | 0.30% | 2025-12-31 |
| 64 | Tanglewood Wealth Management, Inc. | 1,042,001 | $84.6M | 0.30% | 2025-12-31 |
| 65 | GOLDMAN SACHS GROUP INC | 1,015,920 | $82.5M | 0.29% | 2025-12-31 |
| 66 | FRANKLIN RESOURCES INC | 993,966 | $80.7M | 0.28% | 2025-12-31 |
| 67 | Sanctuary Advisors, LLC | 949,929 | $77.1M | 0.27% | 2025-12-31 |
| 68 | BEACON INVESTMENT ADVISORY SERVICES, INC. | 926,451 | $75.2M | 0.26% | 2025-12-31 |
| 69 | PNC Financial Services Group, Inc. | 885,756 | $71.9M | 0.25% | 2025-12-31 |
| 70 | CENTRAL TRUST Co | 884,563 | $71.8M | 0.25% | 2025-12-31 |
| 71 | AXXCESS WEALTH MANAGEMENT, LLC | 871,441 | $70.7M | 0.25% | 2025-12-31 |
| 72 | Bank of New York Mellon Corp | 848,208 | $68.8M | 0.24% | 2025-12-31 |
| 73 | LIFE LINE WEALTH MANAGEMENT LLC | 834,406 | $67.7M | 0.24% | 2025-12-31 |
| 74 | Mirae Asset Global Investments Co., Ltd. | 829,366 | $67.3M | 0.23% | 2025-12-31 |
| 75 | Circle Wealth Management, LLC | 819,093 | $66.5M | 0.23% | 2025-12-31 |
| 76 | ANDERSON HOAGLAND & CO | 817,382 | $66.3M | 0.23% | 2025-12-31 |
| 77 | Oxbow Advisors, LLC | 802,424 | $65.1M | 0.23% | 2025-12-31 |
| 78 | Gotham Asset Management, LLC | 796,388 | $64.6M | 0.23% | 2025-12-31 |
| 79 | IEQ CAPITAL, LLC | 792,651 | $64.3M | 0.22% | 2025-12-31 |
| 80 | Creative Planning | 788,115 | $64.0M | 0.22% | 2025-12-31 |
| 81 | Capital Asset Advisory Services LLC | 754,767 | $63.9M | 0.21% | 2025-12-31 |
| 82 | MERCER GLOBAL ADVISORS INC /ADV | 779,157 | $63.3M | 0.22% | 2025-12-31 |
| 83 | Foundations Investment Advisors, LLC | 762,957 | $61.9M | 0.22% | 2025-12-31 |
| 84 | VCU Investment Management Co | 761,798 | $61.8M | 0.22% | 2025-12-31 |
| 85 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 750,805 | $60.9M | 0.21% | 2025-12-31 |
| 86 | MAI Capital Management | 747,707 | $60.7M | 0.21% | 2025-12-31 |
| 87 | Steward Partners Investment Advisory, LLC | 732,603 | $59.5M | 0.21% | 2025-12-31 |
| 88 | EverSource Wealth Advisors, LLC | 718,479 | $58.3M | 0.20% | 2025-12-31 |
| 89 | GenWealth Group, Inc. | 688,253 | $58.2M | 0.19% | 2025-12-31 |
| 90 | TIAA TRUST, NATIONAL ASSOCIATION | 707,627 | $57.4M | 0.20% | 2025-12-31 |
| 91 | CRCM LP | 700,000 | $56.8M | 0.20% | 2025-12-31 |
| 92 | Narwhal Capital Management | 672,623 | $54.6M | 0.19% | 2025-12-31 |
| 93 | Corient Private Wealth LLC | 670,242 | $54.4M | 0.19% | 2025-12-31 |
| 94 | Biltmore Family Office, LLC | 663,221 | $53.8M | 0.19% | 2025-12-31 |
| 95 | Parker Investment Management, LLC | 651,350 | $52.9M | 0.18% | 2025-12-31 |
| 96 | Merit Financial Group, LLC | 646,634 | $52.5M | 0.18% | 2025-12-31 |
| 97 | NATIONAL BANK OF CANADA /FI/ | 635,059 | $51.5M | 0.18% | 2025-12-31 |
| 98 | Williams Jones Wealth Management, LLC. | 633,852 | $51.4M | 0.18% | 2025-12-31 |
| 99 | FOURPATH CAPITAL MANAGEMENT, LLC | 601,235 | $48.8M | 0.17% | 2025-12-31 |
| 100 | Intellus Advisors LLC | 586,596 | $47.6M | 0.16% | 2025-12-31 |
| 101 | SAGESPRING WEALTH PARTNERS, LLC | 579,405 | $47.0M | 0.16% | 2025-12-31 |
| 102 | IFP Advisors, Inc | 572,339 | $46.5M | 0.16% | 2025-12-31 |
| 103 | Meridian Wealth Advisors, LLC | 570,745 | $46.3M | 0.16% | 2025-12-31 |
| 104 | Kestra Advisory Services, LLC | 562,014 | $45.6M | 0.16% | 2025-12-31 |
| 105 | CARL STUART INVESTMENT ADVISOR, INC | 560,670 | $45.5M | 0.16% | 2025-12-31 |
| 106 | Evercore Wealth Management, LLC | 553,522 | $44.9M | 0.16% | 2025-12-31 |
| 107 | Strategic Point Investment Advisors, LLC | 533,218 | $43.3M | 0.15% | 2025-12-31 |
| 108 | CADINHA & CO LLC | 526,701 | $42.8M | 0.15% | 2025-12-31 |
| 109 | Cercano Management LLC | 497,522 | $40.4M | 0.14% | 2025-12-31 |
| 110 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 493,217 | $40.0M | 0.14% | 2025-12-31 |
| 111 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 486,700 | $39.5M | 0.14% | 2025-12-31 |
| 112 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 459,391 | $39.1M | 0.13% | 2025-12-31 |
| 113 | MACKAY SHIELDS LLC | 475,000 | $38.6M | 0.13% | 2025-12-31 |
| 114 | Zhang Financial LLC | 473,420 | $38.4M | 0.13% | 2025-12-31 |
| 115 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 469,414 | $38.1M | 0.13% | 2025-12-31 |
| 116 | JANE STREET GROUP, LLC | 465,800 | $37.8M | 0.13% | 2025-12-31 |
| 117 | Equitable Holdings, Inc. | 465,086 | $37.8M | 0.13% | 2025-12-31 |
| 118 | Pictet Asset Management Holding SA | 461,220 | $37.6M | 0.13% | 2025-12-31 |
| 119 | WESCAP Management Group, Inc. | 445,220 | $36.1M | 0.12% | 2025-12-31 |
| 120 | TD Waterhouse Canada Inc. | 439,095 | $35.6M | 0.12% | 2025-12-31 |
| 121 | VCI Wealth Management LLC | 434,609 | $35.3M | 0.12% | 2025-12-31 |
| 122 | Argos Wealth Advisors, LLC | 432,418 | $35.1M | 0.12% | 2025-12-31 |
| 123 | Kaydan Wealth Management, Inc. | 431,597 | $35.0M | 0.12% | 2025-12-31 |
| 124 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 428,007 | $34.7M | 0.12% | 2025-12-31 |
| 125 | West Family Investments, Inc. | 422,171 | $34.4M | 0.12% | 2025-12-31 |
| 126 | Capital Group Private Client Services, Inc. | 417,576 | $33.9M | 0.12% | 2025-12-31 |
| 127 | SPINNAKER TRUST | 416,028 | $33.8M | 0.12% | 2025-12-31 |
| 128 | Quent Long Short Global Small Cap Fund, LP | 415,374 | $33.7M | 0.12% | 2025-12-31 |
| 129 | Quent Capital, LLC | 415,374 | $33.7M | 0.12% | 2025-12-31 |
| 130 | Perigon Wealth Management, LLC | 410,366 | $33.3M | 0.11% | 2025-12-31 |
| 131 | BLAIR WILLIAM & CO/IL | 407,453 | $33.1M | 0.11% | 2025-12-31 |
| 132 | JONES FINANCIAL COMPANIES LLLP | 404,522 | $32.8M | 0.11% | 2025-12-31 |
| 133 | VPR Management LLC | 395,430 | $32.1M | 0.11% | 2025-12-31 |
| 134 | Bank Julius Baer & Co. Ltd, Zurich | 393,766 | $32.0M | 0.11% | 2025-12-31 |
| 135 | JB Capital LLC | 392,517 | $31.9M | 0.11% | 2025-12-31 |
| 136 | Independent Family Office, LLC | 386,883 | $31.4M | 0.11% | 2025-12-31 |
| 137 | BFSG, LLC | 383,785 | $31.2M | 0.11% | 2025-12-31 |
| 138 | Stratos Wealth Partners, LTD. | 381,987 | $31.0M | 0.11% | 2025-12-31 |
| 139 | AllGen Financial Advisors, Inc. | 378,708 | $30.7M | 0.10% | 2025-12-31 |
| 140 | Blue Trust, Inc. | 378,651 | $30.7M | 0.10% | 2025-12-31 |
| 141 | Advocacy Wealth Management Services, LLC | 378,538 | $30.7M | 0.10% | 2025-12-31 |
| 142 | Vision Capital Management, Inc. | 374,254 | $30.4M | 0.10% | 2025-12-31 |
| 143 | Orion Porfolio Solutions, LLC | 363,510 | $29.5M | 0.10% | 2025-12-31 |
| 144 | Mader & Shannon Wealth Management, Inc. | 405,365 | $29.5M | 0.11% | 2025-12-31 |
| 145 | CHATHAM CAPITAL GROUP, INC. | 361,750 | $29.4M | 0.10% | 2025-12-31 |
| 146 | Checchi Capital Advisers, LLC | 358,431 | $29.1M | 0.10% | 2025-12-31 |
| 147 | Integrated Wealth Concepts LLC | 354,523 | $28.8M | 0.10% | 2025-12-31 |
| 148 | Chemistry Wealth Management LLC | 349,239 | $28.3M | 0.10% | 2025-12-31 |
| 149 | MGO ONE SEVEN LLC | 347,935 | $28.2M | 0.10% | 2025-12-31 |
| 150 | Dakota Wealth Management | 342,522 | $27.8M | 0.09% | 2025-12-31 |
| 151 | JAMES INVESTMENT RESEARCH, INC. | 339,346 | $27.5M | 0.09% | 2025-12-31 |
| 152 | Parcion Private Wealth LLC | 334,201 | $27.1M | 0.09% | 2025-12-31 |
| 153 | Yeomans Consulting Group, Inc. | 331,438 | $26.9M | 0.09% | 2025-12-31 |
| 154 | DEUTSCHE BANK AG\ | 326,289 | $26.5M | 0.09% | 2025-12-31 |
| 155 | FIRST AMERICAN TRUST, FSB | 325,437 | $26.4M | 0.09% | 2025-12-31 |
| 156 | Savvy Advisors, Inc. | 320,709 | $26.0M | 0.09% | 2025-12-31 |
| 157 | FIRST FOUNDATION ADVISORS | 318,481 | $25.9M | 0.09% | 2025-12-31 |
| 158 | Prime Capital Investment Advisors, LLC | 312,009 | $25.3M | 0.09% | 2025-12-31 |
| 159 | Fifth Third Securities, Inc. | 309,046 | $25.1M | 0.08% | 2025-12-31 |
| 160 | Beacon Pointe Advisors, LLC | 307,724 | $25.0M | 0.08% | 2025-12-31 |
| 161 | LEAVELL INVESTMENT MANAGEMENT, INC. | 305,124 | $24.8M | 0.08% | 2025-12-31 |
| 162 | OPPENHEIMER ASSET MANAGEMENT INC. | 303,847 | $24.7M | 0.08% | 2025-12-31 |
| 163 | SAGE RHINO CAPITAL LLC | 300,690 | $24.4M | 0.08% | 2025-12-31 |
| 164 | Cardinal Point Capital Management ULC | 298,440 | $24.2M | 0.08% | 2025-12-31 |
| 165 | BCWM, LLC | 298,176 | $24.2M | 0.08% | 2025-12-31 |
| 166 | SYON CAPITAL LLC | 297,585 | $24.2M | 0.08% | 2025-12-31 |
| 167 | Modus Advisors, LLC | 297,162 | $24.1M | 0.08% | 2025-12-31 |
| 168 | Ashton Thomas Private Wealth, LLC | 296,283 | $24.0M | 0.08% | 2025-12-31 |
| 169 | CIBC WORLD MARKET INC. | 295,565 | $24.0M | 0.08% | 2025-12-31 |
| 170 | BOKF, NA | 295,211 | $24.0M | 0.08% | 2025-12-31 |
| 171 | BALDWIN WEALTH PARTNERS LLC/MA | 293,802 | $23.8M | 0.08% | 2025-12-31 |
| 172 | AMG National Trust Bank | 290,788 | $23.6M | 0.08% | 2025-12-31 |
| 173 | Modern Wealth Management, LLC | 290,528 | $23.6M | 0.08% | 2025-12-31 |
| 174 | Ascent Group, LLC | 290,199 | $23.6M | 0.08% | 2025-12-31 |
| 175 | Brookstone Capital Management | 289,772 | $23.5M | 0.08% | 2025-12-31 |
| 176 | Summit Trail Advisors, LLC | 288,631 | $23.4M | 0.08% | 2025-12-31 |
| 177 | COMERICA BANK | 286,629 | $23.3M | 0.08% | 2025-12-31 |
| 178 | STEPHENS INC /AR/ | 286,578 | $23.3M | 0.08% | 2025-12-31 |
| 179 | Wallington Asset Management, LLC | 284,283 | $23.1M | 0.08% | 2025-12-31 |
| 180 | Coastal Bridge Advisors, LLC | 278,128 | $22.6M | 0.08% | 2025-12-31 |
| 181 | SOFI WEALTH, LLC | 277,571 | $22.5M | 0.08% | 2025-12-31 |
| 182 | Cypress Capital Group | 274,500 | $22.3M | 0.07% | 2025-12-31 |
| 183 | CreativeOne Wealth, LLC | 274,163 | $22.3M | 0.07% | 2025-12-31 |
| 184 | Hamilton Wealth, LLC | 274,064 | $22.2M | 0.07% | 2025-12-31 |
| 185 | NorthCrest Asset Manangement, LLC | 264,264 | $22.1M | 0.07% | 2025-12-31 |
| 186 | Verger Capital Management LLC | 270,798 | $22.0M | 0.07% | 2025-12-31 |
| 187 | Summit Financial, LLC | 270,136 | $21.9M | 0.07% | 2025-12-31 |
| 188 | QUEST INVESTMENT MANAGEMENT LLC | 268,182 | $21.8M | 0.07% | 2025-12-31 |
| 189 | PRUDENTIAL PLC | 266,327 | $21.6M | 0.07% | 2025-12-31 |
| 190 | Cyndeo Wealth Partners, LLC | 265,655 | $21.6M | 0.07% | 2025-12-31 |
| 191 | Sunbelt Securities, Inc. | 262,168 | $21.3M | 0.07% | 2025-12-31 |
| 192 | EVOLVE PRIVATE WEALTH, LLC | 260,335 | $21.1M | 0.07% | 2025-12-31 |
| 193 | Sterling Financial Planning, Inc. | 257,929 | $20.9M | 0.07% | 2025-12-31 |
| 194 | Private Advisor Group, LLC | 256,774 | $20.8M | 0.07% | 2025-12-31 |
| 195 | Allworth Financial LP | 255,500 | $20.7M | 0.07% | 2025-12-31 |
| 196 | Resonant Capital Advisors, LLC | 252,938 | $20.5M | 0.07% | 2025-12-31 |
| 197 | TUDOR INVESTMENT CORP ET AL | 252,905 | $20.5M | 0.07% | 2025-12-31 |
| 198 | Leonard Rickey Investment Advisors P.L.L.C. | 252,408 | $20.5M | 0.07% | 2025-12-31 |
| 199 | CPA Asset Management LLC | 249,090 | $20.2M | 0.07% | 2025-12-31 |
| 200 | Faithward Advisors, LLC | 248,386 | $20.2M | 0.07% | 2025-12-31 |
| 201 | Pictet North America Advisors SA | 248,159 | $20.1M | 0.07% | 2025-12-31 |
| 202 | Fielder Capital Group LLC | 238,258 | $19.3M | 0.06% | 2025-12-31 |
| 203 | BANK OF MONTREAL /CAN/ | 238,029 | $19.3M | 0.06% | 2025-12-31 |
| 204 | TruWealth Advisors, LLC | 236,415 | $19.2M | 0.06% | 2025-12-31 |
| 205 | Kingsview Wealth Management, LLC | 232,100 | $18.8M | 0.06% | 2025-12-31 |
| 206 | JSF Financial, LLC | 229,901 | $18.7M | 0.06% | 2025-12-31 |
| 207 | Atria Investments, Inc | 228,581 | $18.6M | 0.06% | 2025-12-31 |
| 208 | Lifeworks Advisors, LLC | 228,306 | $18.5M | 0.06% | 2025-12-31 |
| 209 | US BANCORP \DE\ | 227,799 | $18.5M | 0.06% | 2025-12-31 |
| 210 | Timber Creek Capital Management LLC | 227,077 | $18.4M | 0.06% | 2025-12-31 |
| 211 | Sigma Planning Corp | 221,105 | $17.9M | 0.06% | 2025-12-31 |
| 212 | Bulltick Wealth Management, LLC | 220,691 | $17.9M | 0.06% | 2025-12-31 |
| 213 | Advisory Services Network, LLC | 215,123 | $17.5M | 0.06% | 2025-12-31 |
| 214 | Clear Harbor Asset Management, LLC | 214,783 | $17.4M | 0.06% | 2025-12-31 |
| 215 | ROGCO, LP | 212,044 | $17.2M | 0.06% | 2025-12-31 |
| 216 | KESTRA PRIVATE WEALTH SERVICES, LLC | 209,594 | $17.0M | 0.06% | 2025-12-31 |
| 217 | Forza Wealth Management, LLC | 208,763 | $16.9M | 0.06% | 2025-12-31 |
| 218 | Fore Capital, LLC | 208,000 | $16.9M | 0.06% | 2025-12-31 |
| 219 | HB Wealth Management, LLC | 206,836 | $16.8M | 0.05% | 2025-12-31 |
| 220 | EVOKE WEALTH, LLC | 206,701 | $16.8M | 0.05% | 2025-12-31 |
| 221 | White Lighthouse Investment Management Inc. | 206,671 | $16.8M | 0.05% | 2025-12-31 |
| 222 | &PARTNERS | 206,480 | $16.7M | 0.05% | 2025-12-31 |
| 223 | Sowell Financial Services LLC | 204,583 | $16.6M | 0.05% | 2025-12-31 |
| 224 | Hamilton Point Investment Advisors, LLC | 203,598 | $16.5M | 0.05% | 2025-12-31 |
| 225 | Mill Creek Capital Advisors, LLC | 203,287 | $16.5M | 0.05% | 2025-12-31 |
| 226 | Van Hulzen Asset Management, LLC | 202,434 | $16.4M | 0.05% | 2025-12-31 |
| 227 | Wealth Quarterback LLC | 201,247 | $16.3M | 0.05% | 2025-12-31 |
| 228 | BROWN ADVISORY INC | 200,595 | $16.3M | 0.05% | 2025-12-31 |
| 229 | Wealth Management Partners, LLC | 199,719 | $16.2M | 0.05% | 2025-12-31 |
| 230 | Three Bridge Wealth Advisors, LLC | 197,895 | $16.1M | 0.05% | 2025-12-31 |
| 231 | Arlington Capital Management, Inc. | 197,853 | $16.1M | 0.05% | 2025-12-31 |
| 232 | CSS LLC/IL | 197,260 | $16.0M | 0.05% | 2025-12-31 |
| 233 | Legend Financial Advisors, Inc. | 194,556 | $15.8M | 0.05% | 2025-12-31 |
| 234 | HUNTINGTON NATIONAL BANK | 192,577 | $15.6M | 0.05% | 2025-12-31 |
| 235 | DT Investment Partners, LLC | 188,903 | $15.3M | 0.05% | 2025-12-31 |
| 236 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 188,643 | $15.3M | 0.05% | 2025-12-31 |
| 237 | GAMCO INVESTORS, INC. ET AL | 187,171 | $15.2M | 0.05% | 2025-12-31 |
| 238 | OKABENA INVESTMENT SERVICES INC | 186,460 | $15.1M | 0.05% | 2025-12-31 |
| 239 | Shepherd Financial Partners LLC | 186,414 | $15.1M | 0.05% | 2025-12-31 |
| 240 | Sage Private Wealth Group, LLC | 186,346 | $15.1M | 0.05% | 2025-12-31 |
| 241 | Upper Left Wealth Management, LLC | 185,956 | $15.1M | 0.05% | 2025-12-31 |
| 242 | Private Harbour Investment Management & Counsel, LLC | 185,699 | $15.1M | 0.05% | 2025-12-31 |
| 243 | NTV Asset Management LLC | 182,026 | $14.8M | 0.05% | 2025-12-31 |
| 244 | BRAVE ASSET MANAGEMENT INC | 181,106 | $14.7M | 0.05% | 2025-12-31 |
| 245 | OpenArc Corporate Advisory, LLC | 180,124 | $14.6M | 0.05% | 2025-12-31 |
| 246 | Purkiss Capital Advisors LLC | 177,693 | $14.4M | 0.05% | 2025-12-31 |
| 247 | Apollon Wealth Management, LLC | 177,144 | $14.4M | 0.05% | 2025-12-31 |
| 248 | Sharkey, Howes & Javer | 177,045 | $14.4M | 0.05% | 2025-12-31 |
| 249 | Icon Wealth Advisors, LLC | 176,175 | $14.3M | 0.05% | 2025-12-31 |
| 250 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 176,107 | $14.3M | 0.05% | 2025-12-31 |
| 251 | Regency Capital Management Inc.\DE | 175,642 | $14.3M | 0.05% | 2025-12-31 |
| 252 | Townsend & Associates, Inc | 161,898 | $14.0M | 0.04% | 2025-12-31 |
| 253 | Farther Finance Advisors, LLC | 171,575 | $13.9M | 0.04% | 2025-12-31 |
| 254 | UMB Bank, n.a. | 171,209 | $13.9M | 0.04% | 2025-12-31 |
| 255 | Arax Advisory Partners | 171,173 | $13.9M | 0.04% | 2025-12-31 |
| 256 | Sumitomo Mitsui DS Asset Management Company, Ltd | 170,835 | $13.9M | 0.04% | 2025-12-31 |
| 257 | Trek Financial, LLC | 170,628 | $13.8M | 0.04% | 2025-12-31 |
| 258 | Beacon Harbor Wealth Advisors, Inc. | 169,274 | $13.7M | 0.04% | 2025-12-31 |
| 259 | Spectrum Asset Management, Inc. (NB/CA) | 168,524 | $13.7M | 0.04% | 2025-12-31 |
| 260 | Stonebridge Financial Group, LLC | 168,360 | $13.7M | 0.04% | 2025-12-31 |
| 261 | Braeburn Wealth Management LLC | 167,762 | $13.6M | 0.04% | 2025-12-31 |
| 262 | Broussard Financial Group LLC | 167,467 | $13.6M | 0.04% | 2025-12-31 |
| 263 | Well Done, LLC | 165,718 | $13.5M | 0.04% | 2025-12-31 |
| 264 | Morton Capital Management LLC/CA | 162,297 | $13.2M | 0.04% | 2025-12-31 |
| 265 | Mutual Advisors, LLC | 162,082 | $13.2M | 0.04% | 2025-12-31 |
| 266 | Harbour Wealth Management Group, Inc. | 161,869 | $13.1M | 0.04% | 2025-12-31 |
| 267 | Prospera Financial Services Inc | 161,536 | $13.1M | 0.04% | 2025-12-31 |
| 268 | SAPIENT CAPITAL LLC | 159,686 | $13.0M | 0.04% | 2025-12-31 |
| 269 | M&T Bank Corp | 159,348 | $12.9M | 0.04% | 2025-12-31 |
| 270 | STEPHEN J. GARRY & ASSOCIATES, LLC | 159,116 | $12.9M | 0.04% | 2025-12-31 |
| 271 | MA Private Wealth | 156,752 | $12.7M | 0.04% | 2025-12-31 |
| 272 | Signet Investment Advisory Group, Inc. | 154,869 | $12.6M | 0.04% | 2025-12-31 |
| 273 | BSW Wealth Partners | 154,247 | $12.5M | 0.04% | 2025-12-31 |
| 274 | NewEdge Wealth, LLC | 153,998 | $12.5M | 0.04% | 2025-12-31 |
| 275 | EFG International AG | 152,302 | $12.4M | 0.04% | 2025-12-31 |
| 276 | Triad Wealth Partners, LLC | 152,180 | $12.4M | 0.04% | 2025-12-31 |
| 277 | DSG Capital Advisors, LLC | 141,357 | $12.3M | 0.04% | 2025-12-31 |
| 278 | Marino Management, LLC | 149,479 | $12.2M | 0.04% | 2025-12-31 |
| 279 | MinichMacGregor Wealth Management, LLC | 148,873 | $12.1M | 0.04% | 2025-12-31 |
| 280 | World Investment Advisors | 186,755 | $12.0M | 0.05% | 2025-12-31 |
| 281 | WEALTH ALLIANCE, LLC | 147,484 | $12.0M | 0.04% | 2025-12-31 |
| 282 | Wills Financial Group LLC | 147,134 | $11.9M | 0.04% | 2025-12-31 |
| 283 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 146,836 | $11.9M | 0.04% | 2025-12-31 |
| 284 | Midwest Trust Co | 146,475 | $11.9M | 0.04% | 2025-12-31 |
| 285 | Security Financial Services, INC. | 146,000 | $11.9M | 0.04% | 2025-12-31 |
| 286 | Tennessee Valley Asset Management Partners | 145,028 | $11.8M | 0.04% | 2025-12-31 |
| 287 | Old Port Advisors | 144,907 | $11.8M | 0.04% | 2025-12-31 |
| 288 | Spire Wealth Management | 143,426 | $11.6M | 0.04% | 2025-12-31 |
| 289 | CAPE ANN SAVINGS BANK | 143,416 | $11.6M | 0.04% | 2025-12-31 |
| 290 | Bigelow Investment Advisors, LLC | 143,370 | $11.6M | 0.04% | 2025-12-31 |
| 291 | Stablepoint Partners, LLC | 143,183 | $11.6M | 0.04% | 2025-12-31 |
| 292 | Ballentine Partners, LLC | 142,884 | $11.6M | 0.04% | 2025-12-31 |
| 293 | JNBA Financial Advisors | 142,714 | $11.6M | 0.04% | 2025-12-31 |
| 294 | Pathstone Holdings, LLC | 141,905 | $11.5M | 0.04% | 2025-12-31 |
| 295 | LifePlan Financial, LLC | 141,610 | $11.5M | 0.04% | 2025-12-31 |
| 296 | MFA WEALTH ADVISORS, LLC | 139,884 | $11.4M | 0.04% | 2025-12-31 |
| 297 | Impact Investors, Inc | 139,460 | $11.3M | 0.04% | 2025-12-31 |
| 298 | Global Retirement Partners, LLC | 137,928 | $11.2M | 0.03% | 2025-12-31 |
| 299 | Mesirow Financial Investment Management, Inc. | 137,269 | $11.1M | 0.03% | 2025-12-31 |
| 300 | Parkside Investments, LLC | 136,998 | $11.1M | 0.03% | 2025-12-31 |
| 301 | COMMERCE BANK | 136,042 | $11.0M | 0.03% | 2025-12-31 |
| 302 | Resona Asset Management Co.,Ltd. | 135,608 | $11.0M | 0.03% | 2025-12-31 |
| 303 | Strategic Blueprint, LLC | 134,802 | $10.9M | 0.03% | 2025-12-31 |
| 304 | Kelly Financial Services LLC | 132,637 | $10.8M | 0.03% | 2025-12-31 |
| 305 | SteelPeak Wealth, LLC | 131,656 | $10.7M | 0.03% | 2025-12-31 |
| 306 | FLPUTNAM INVESTMENT MANAGEMENT CO | 130,858 | $10.6M | 0.03% | 2025-12-31 |
| 307 | Grove Bank & Trust | 130,768 | $10.6M | 0.03% | 2025-12-31 |
| 308 | Roehl & Yi Investment Advisors, LLC | 133,450 | $10.5M | 0.03% | 2025-12-31 |
| 309 | Stone House Investment Management, LLC | 128,126 | $10.4M | 0.03% | 2025-12-31 |
| 310 | SEEDS INVESTOR LLC | 127,484 | $10.3M | 0.03% | 2025-12-31 |
| 311 | Ariston Services Group | 126,940 | $10.3M | 0.03% | 2025-12-31 |
| 312 | Omnia Family Wealth, LLC | 126,824 | $10.3M | 0.03% | 2025-12-31 |
| 313 | AVAII WEALTH MANAGEMENT, LLC | 125,967 | $10.2M | 0.03% | 2025-12-31 |
| 314 | NorthRock Partners, LLC | 124,996 | $10.1M | 0.03% | 2025-12-31 |
| 315 | Pettinga Financial Advisors LLC | 124,778 | $10.1M | 0.03% | 2025-12-31 |
| 316 | Silverleafe Capital Partners, LLC | 123,971 | $10.1M | 0.03% | 2025-12-31 |
| 317 | Highland Financial Advisors, LLC | 123,785 | $10.0M | 0.03% | 2025-12-31 |
| 318 | MERIDIAN INVESTMENT COUNSEL INC. | 123,047 | $10.0M | 0.03% | 2025-12-31 |
| 319 | MBA Advisors LLC | 122,956 | $10.0M | 0.03% | 2025-12-31 |
| 320 | High Falls Advisors, Inc | 122,904 | $10.0M | 0.03% | 2025-12-31 |
| 321 | AssuredPartners Investment Advisors, LLC | 122,621 | $10.0M | 0.03% | 2025-12-31 |
| 322 | SIGMA INVESTMENT COUNSELORS INC | 121,576 | $9.9M | 0.03% | 2025-12-31 |
| 323 | Baker Avenue Asset Management, LP | 121,555 | $9.9M | 0.03% | 2025-12-31 |
| 324 | Vivaldi Capital Management LP | 120,212 | $9.8M | 0.03% | 2025-12-31 |
| 325 | WHITTIER TRUST CO OF NEVADA INC | 114,805 | $9.7M | 0.03% | 2025-12-31 |
| 326 | ABLE Financial Group, LLC | 118,971 | $9.7M | 0.03% | 2025-12-31 |
| 327 | WEALTHSPAN PARTNERS, LLC | 118,348 | $9.6M | 0.03% | 2025-12-31 |
| 328 | Prairie Wealth Advisors, Inc. | 0 | $9.5M | 0.00% | 2025-12-31 |
| 329 | Avestar Capital, LLC | 117,352 | $9.5M | 0.03% | 2025-12-31 |
| 330 | SBI Securities Co., Ltd. | 117,141 | $9.5M | 0.03% | 2025-12-31 |
| 331 | Clear Creek Financial Management, LLC | 116,192 | $9.4M | 0.03% | 2025-12-31 |
| 332 | Southeast Asset Advisors, LLC | 115,620 | $9.4M | 0.03% | 2025-12-31 |
| 333 | Global Wealth Strategies & Associates | 115,444 | $9.4M | 0.03% | 2025-12-31 |
| 334 | Exit Wealth Advisors, LLC. | 114,750 | $9.3M | 0.03% | 2025-12-31 |
| 335 | FineMark National Bank & Trust | 114,271 | $9.3M | 0.03% | 2025-12-31 |
| 336 | Cauble & Harre Wealth Management, Inc. | 114,137 | $9.3M | 0.03% | 2025-12-31 |
| 337 | Plum Street Advisors, LLC | 113,927 | $9.2M | 0.03% | 2025-12-31 |
| 338 | Diversify Advisory Services, LLC | 105,966 | $9.1M | 0.03% | 2025-12-31 |
| 339 | LifeWealth Investments, LLC | 112,495 | $9.1M | 0.03% | 2025-12-31 |
| 340 | WealthCare Investment Partners, LLC | 111,247 | $9.1M | 0.03% | 2025-12-31 |
| 341 | AQR CAPITAL MANAGEMENT LLC | 111,694 | $9.1M | 0.03% | 2025-12-31 |
| 342 | PATTON FUND MANAGEMENT, INC. | 111,189 | $9.0M | 0.03% | 2025-12-31 |
| 343 | Walleye Trading LLC | 111,100 | $9.0M | 0.03% | 2025-12-31 |
| 344 | Midwest Capital Advisors, LLC | 110,805 | $9.0M | 0.03% | 2025-12-31 |
| 345 | KM Capital Management Ltd. | 14,565 | $8.9M | 0.00% | 2025-12-31 |
| 346 | RWA WEALTH PARTNERS, LLC | 110,075 | $8.9M | 0.03% | 2025-12-31 |
| 347 | Lifelong Wealth Advisors, Inc. | 110,059 | $8.9M | 0.03% | 2025-12-31 |
| 348 | Buttonwood Financial Group, LLC | 104,759 | $8.9M | 0.03% | 2025-12-31 |
| 349 | PRINCIPAL SECURITIES, INC. | 107,106 | $8.7M | 0.03% | 2025-12-31 |
| 350 | Towneley Capital Management, Inc / DE | 106,657 | $8.7M | 0.03% | 2025-12-31 |
| 351 | Pekin Hardy Strauss, Inc. | 106,566 | $8.6M | 0.03% | 2025-12-31 |
| 352 | Callan Family Office, LLC | 106,384 | $8.6M | 0.03% | 2025-12-31 |
| 353 | Ackerman Capital Advisors, LLC | 105,787 | $8.6M | 0.03% | 2025-12-31 |
| 354 | NOMURA ASSET MANAGEMENT CO LTD | 105,650 | $8.6M | 0.03% | 2025-12-31 |
| 355 | Maltin Wealth Management, Inc. | 105,560 | $8.6M | 0.03% | 2025-12-31 |
| 356 | Accretive Wealth Partners, LLC | 105,038 | $8.5M | 0.03% | 2025-12-31 |
| 357 | GFS Advisors, LLC | 104,642 | $8.5M | 0.03% | 2025-12-31 |
| 358 | Apeiron RIA LLC | 98,209 | $8.5M | 0.02% | 2025-12-31 |
| 359 | Summit Place Financial Advisors, LLC | 104,003 | $8.4M | 0.03% | 2025-12-31 |
| 360 | Cranbrook Wealth Management, LLC | 103,421 | $8.4M | 0.02% | 2025-12-31 |
| 361 | U.S. Capital Wealth Advisors, LLC | 102,796 | $8.3M | 0.02% | 2025-12-31 |
| 362 | American Investment Services, Inc. | 102,250 | $8.3M | 0.02% | 2025-12-31 |
| 363 | ONE Advisory Partners, LLC | 102,160 | $8.3M | 0.02% | 2025-12-31 |
| 364 | FIDUCIARY FINANCIAL GROUP, LLC | 101,887 | $8.3M | 0.02% | 2025-12-31 |
| 365 | True North Advisors, LLC | 101,817 | $8.3M | 0.02% | 2025-12-31 |
| 366 | Keystone Financial Group | 101,644 | $8.3M | 0.02% | 2025-12-31 |
| 367 | Rochester Wealth Strategies, LLC | 101,536 | $8.2M | 0.02% | 2025-12-31 |
| 368 | Wellspring Financial Advisors, LLC | 101,062 | $8.2M | 0.02% | 2025-12-31 |
| 369 | GREAT VALLEY ADVISOR GROUP, INC. | 100,778 | $8.2M | 0.02% | 2025-12-31 |
| 370 | AdvisorNet Financial, Inc | 100,187 | $8.1M | 0.02% | 2025-12-31 |
| 371 | DCF Advisers, LLC | 100,000 | $8.1M | 0.02% | 2025-12-31 |
| 372 | Independent Advisor Alliance | 99,954 | $8.1M | 0.02% | 2025-12-31 |
| 373 | Greenline Partners, LLC | 99,834 | $8.1M | 0.02% | 2025-12-31 |
| 374 | KITCHING PARTNERS, LLC | 98,923 | $8.0M | 0.02% | 2025-12-31 |
| 375 | CAPITAL ADVISORS INC/OK | 98,613 | $8.0M | 0.02% | 2025-12-31 |
| 376 | D L CARLSON INVESTMENT GROUP INC | 96,888 | $7.9M | 0.02% | 2025-12-31 |
| 377 | CHOREO, LLC | 95,138 | $7.8M | 0.02% | 2025-12-31 |
| 378 | Crescent Grove Advisors, LLC | 95,433 | $7.7M | 0.02% | 2025-12-31 |
| 379 | Lineweaver Wealth Advisors, LLC | 94,939 | $7.7M | 0.02% | 2025-12-31 |
| 380 | Bull Oak Capital, LLC | 94,637 | $7.7M | 0.02% | 2025-12-31 |
| 381 | STABLEFORD CAPITAL II LLC | 94,317 | $7.7M | 0.02% | 2025-12-31 |
| 382 | Blueprint Investment Partners LLC | 93,745 | $7.6M | 0.02% | 2025-12-31 |
| 383 | B. Riley Wealth Advisors, Inc. | 93,303 | $7.6M | 0.02% | 2025-12-31 |
| 384 | Kure Advisory, LLC | 93,253 | $7.6M | 0.02% | 2025-12-31 |
| 385 | Leslie Global Wealth, LLC | 92,904 | $7.5M | 0.02% | 2025-12-31 |
| 386 | Waverly Advisors, LLC | 92,695 | $7.5M | 0.02% | 2025-12-31 |
| 387 | Systelligence, LLC | 92,387 | $7.5M | 0.02% | 2025-12-31 |
| 388 | Lido Advisors, LLC | 102,427 | $7.5M | 0.02% | 2025-12-31 |
| 389 | Insight Wealth Partners, LLC | 91,789 | $7.5M | 0.02% | 2025-12-31 |
| 390 | Inscription Capital, LLC | 90,678 | $7.4M | 0.02% | 2025-12-31 |
| 391 | CAMDEN NATIONAL BANK | 90,223 | $7.3M | 0.02% | 2025-12-31 |
| 392 | JMAC ENTERPRISES LLC | 90,196 | $7.3M | 0.02% | 2025-12-31 |
| 393 | Madden Advisory Services, Inc. | 89,771 | $7.3M | 0.02% | 2025-12-31 |
| 394 | NOTTINGHAM ADVISORS, INC. | 89,715 | $7.3M | 0.02% | 2025-12-31 |
| 395 | TriaGen Wealth Management LLC | 88,982 | $7.2M | 0.02% | 2025-12-31 |
| 396 | IHT Wealth Management, LLC | 88,916 | $7.2M | 0.02% | 2025-12-31 |
| 397 | BECK CAPITAL MANAGEMENT, LLC | 88,044 | $7.1M | 0.02% | 2025-12-31 |
| 398 | Blueprint Financial Advisors LLC | 88,036 | $7.1M | 0.02% | 2025-12-31 |
| 399 | TBH Global Asset Management, LLC | 87,178 | $7.1M | 0.02% | 2025-12-31 |
| 400 | WELCH & FORBES LLC | 86,883 | $7.1M | 0.02% | 2025-12-31 |
| 401 | Independent Solutions Wealth Management, LLC | 86,383 | $7.0M | 0.02% | 2025-12-31 |
| 402 | Waterloo Capital, L.P. | 86,156 | $7.0M | 0.02% | 2025-12-31 |
| 403 | Pacific Capital Wealth Advisors, Inc. | 85,672 | $7.0M | 0.02% | 2025-12-31 |
| 404 | Vernal Point Advisors, LLC | 84,629 | $6.9M | 0.02% | 2025-12-31 |
| 405 | MILLENNIUM MANAGEMENT LLC | 82,920 | $6.7M | 0.02% | 2025-12-31 |
| 406 | Kovack Advisors, Inc. | 82,620 | $6.7M | 0.02% | 2025-12-31 |
| 407 | Fermata Advisors, LLC | 82,363 | $6.7M | 0.02% | 2025-12-31 |
| 408 | Tikvah Management LLC | 82,230 | $6.7M | 0.02% | 2025-12-31 |
| 409 | Evelyn Partners Asset Management Ltd | 81,392 | $6.6M | 0.02% | 2025-12-31 |
| 410 | Sequoia Financial Advisors, LLC | 81,290 | $6.6M | 0.02% | 2025-12-31 |
| 411 | Briaud Financial Planning, Inc | 81,225 | $6.6M | 0.02% | 2025-12-31 |
| 412 | DELTA FINANCIAL ADVISORS LLC | 81,124 | $6.6M | 0.02% | 2025-12-31 |
| 413 | Excelsior Advisor Network LLC | 80,846 | $6.6M | 0.02% | 2025-12-31 |
| 414 | Patriot Financial Group Insurance Agency, LLC | 80,433 | $6.5M | 0.02% | 2025-12-31 |
| 415 | waypoint wealth counsel | 80,321 | $6.5M | 0.02% | 2025-12-31 |
| 416 | Fearless Solutions, LLC dba Best Invest | 80,152 | $6.5M | 0.02% | 2025-12-31 |
| 417 | SCOTIA CAPITAL INC. | 79,586 | $6.5M | 0.02% | 2025-12-31 |
| 418 | Deane Retirement Strategies, Inc. | 78,897 | $6.4M | 0.02% | 2025-12-31 |