CUSIP 464287499
ISHARES TR
392 institutions · $32.09B total · 333,424,877 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 77,224,833 | $7.43B | 23.16% | 2025-12-31 |
| 2 | BANK OF AMERICA CORP /DE/ | 56,875,382 | $5.48B | 17.05% | 2025-12-31 |
| 3 | WELLS FARGO & COMPANY/MN | 22,779,047 | $2.19B | 6.83% | 2025-12-31 |
| 4 | US BANCORP \DE\ | 11,553,162 | $1.11B | 3.46% | 2025-12-31 |
| 5 | MORGAN STANLEY | 10,270,522 | $988.7M | 3.08% | 2025-12-31 |
| 6 | NORTHERN TRUST CORP | 9,267,671 | $892.2M | 2.77% | 2025-12-31 |
| 7 | PNC Financial Services Group, Inc. | 8,528,691 | $821.1M | 2.55% | 2025-12-31 |
| 8 | Baird Financial Group, Inc. | 8,335,864 | $802.5M | 2.50% | 2025-12-31 |
| 9 | Bank of New York Mellon Corp | 8,200,315 | $789.4M | 2.45% | 2025-12-31 |
| 10 | UBS Group AG | 5,463,686 | $526.0M | 1.63% | 2025-12-31 |
| 11 | Royal Bank of Canada | 4,777,986 | $460.0M | 1.43% | 2025-12-31 |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 4,598,654 | $442.7M | 1.37% | 2025-12-31 |
| 13 | FMR LLC | 4,056,446 | $390.5M | 1.21% | 2025-12-31 |
| 14 | TRUIST FINANCIAL CORP | 3,601,929 | $346.8M | 1.08% | 2025-12-31 |
| 15 | AMG National Trust Bank | 3,530,760 | $339.9M | 1.05% | 2025-12-31 |
| 16 | JPMORGAN CHASE & CO | 3,522,191 | $339.1M | 1.05% | 2025-12-31 |
| 17 | LPL Financial LLC | 3,520,066 | $338.9M | 1.05% | 2025-12-31 |
| 18 | TIAA TRUST, NATIONAL ASSOCIATION | 3,217,730 | $309.8M | 0.96% | 2025-12-31 |
| 19 | CIBC Private Wealth Group LLC | 3,146,400 | $302.9M | 0.94% | 2025-12-31 |
| 20 | JOHNSON INVESTMENT COUNSEL INC | 2,817,442 | $271.2M | 0.84% | 2025-12-31 |
| 21 | AMERIPRISE FINANCIAL INC | 2,799,335 | $269.5M | 0.83% | 2025-12-31 |
| 22 | Cetera Investment Advisers | 2,256,436 | $217.2M | 0.67% | 2025-12-31 |
| 23 | FIFTH THIRD BANCORP | 2,026,270 | $195.1M | 0.60% | 2025-12-31 |
| 24 | Pathstone Holdings, LLC | 1,908,162 | $183.7M | 0.57% | 2025-12-31 |
| 25 | RAYMOND JAMES FINANCIAL INC | 1,713,670 | $165.0M | 0.51% | 2025-12-31 |
| 26 | KEYBANK NATIONAL ASSOCIATION/OH | 1,568,766 | $151.0M | 0.47% | 2025-12-31 |
| 27 | Glenview Trust co | 1,286,425 | $123.8M | 0.38% | 2025-12-31 |
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,179,604 | $113.6M | 0.35% | 2025-12-31 |
| 29 | BANK OF MONTREAL /CAN/ | 1,120,786 | $107.9M | 0.33% | 2025-12-31 |
| 30 | Pinnacle Financial Partners, Inc. | 1,112,982 | $107.1M | 0.33% | 2025-12-31 |
| 31 | First Western Trust Bank | 1,037,946 | $99.9M | 0.31% | 2025-12-31 |
| 32 | GOLDMAN SACHS GROUP INC | 1,021,892 | $98.4M | 0.30% | 2025-12-31 |
| 33 | COMMERCE BANK | 979,140 | $94.3M | 0.29% | 2025-12-31 |
| 34 | UMB Bank, n.a. | 965,844 | $93.0M | 0.28% | 2025-12-31 |
| 35 | ALERUS FINANCIAL NA | 962,504 | $92.7M | 0.28% | 2025-12-31 |
| 36 | GERMAN AMERICAN BANCORP, INC. | 956,839 | $92.1M | 0.28% | 2025-12-31 |
| 37 | Waverly Advisors, LLC | 933,429 | $89.9M | 0.27% | 2025-12-31 |
| 38 | COMMONWEALTH EQUITY SERVICES, LLC | 909,115 | $87.5M | 0.27% | 2025-12-31 |
| 39 | WASHINGTON TRUST Co | 906,506 | $87.3M | 0.27% | 2025-12-31 |
| 40 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 858,615 | $85.7M | 0.25% | 2025-12-31 |
| 41 | Mariner, LLC | 881,410 | $84.9M | 0.26% | 2025-12-31 |
| 42 | Creative Planning | 878,077 | $84.5M | 0.26% | 2025-12-31 |
| 43 | Lido Advisors, LLC | 868,621 | $83.7M | 0.26% | 2025-12-31 |
| 44 | JMG Financial Group, Ltd. | 868,158 | $83.6M | 0.26% | 2025-12-31 |
| 45 | ALBION FINANCIAL GROUP /UT | 853,473 | $82.2M | 0.25% | 2025-12-31 |
| 46 | Rockefeller Capital Management L.P. | 820,205 | $79.1M | 0.24% | 2025-12-31 |
| 47 | Cerity Partners LLC | 818,496 | $78.8M | 0.24% | 2025-12-31 |
| 48 | Atlantic Union Bankshares Corp | 799,237 | $76.9M | 0.23% | 2025-12-31 |
| 49 | Clearstead Advisors, LLC | 765,011 | $73.6M | 0.22% | 2025-12-31 |
| 50 | FACTORY MUTUAL INSURANCE CO | 758,700 | $73.0M | 0.22% | 2025-12-31 |
| 51 | NorthRock Partners, LLC | 718,922 | $69.2M | 0.21% | 2025-12-31 |
| 52 | International City Management Association Retirement Corp | 702,067 | $67.6M | 0.21% | 2025-12-31 |
| 53 | Millburn Ridgefield LLC /DE/ | 685,140 | $66.0M | 0.20% | 2025-12-31 |
| 54 | Catalyst Capital Advisors LLC | 685,140 | $66.0M | 0.20% | 2025-12-31 |
| 55 | Badgley Phelps Wealth Managers, LLC | 684,261 | $65.9M | 0.20% | 2025-12-31 |
| 56 | OAKWORTH CAPITAL, INC. | 658,901 | $63.4M | 0.19% | 2025-12-31 |
| 57 | Citizens Business Bank | 646,715 | $62.3M | 0.19% | 2025-12-31 |
| 58 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 608,409 | $58.6M | 0.18% | 2025-12-31 |
| 59 | OSAIC HOLDINGS, INC. | 573,992 | $55.3M | 0.17% | 2025-12-31 |
| 60 | Corient Private Wealth LLC | 694,427 | $54.2M | 0.20% | 2025-12-31 |
| 61 | FRANKLIN RESOURCES INC | 534,965 | $51.5M | 0.16% | 2025-12-31 |
| 62 | Steward Partners Investment Advisory, LLC | 528,873 | $50.9M | 0.15% | 2025-12-31 |
| 63 | HighTower Advisors, LLC | 522,393 | $50.3M | 0.15% | 2025-12-31 |
| 64 | Focus Partners Wealth | 501,958 | $48.3M | 0.15% | 2025-12-31 |
| 65 | Miracle Mile Advisors, LLC | 487,790 | $47.0M | 0.14% | 2025-12-31 |
| 66 | FIRST FOUNDATION ADVISORS | 483,305 | $46.5M | 0.14% | 2025-12-31 |
| 67 | STOCK YARDS BANK & TRUST CO | 466,635 | $44.9M | 0.13% | 2025-12-31 |
| 68 | HUNTINGTON NATIONAL BANK | 464,595 | $44.7M | 0.13% | 2025-12-31 |
| 69 | Stegner Investment Associates Inc. | 442,962 | $42.6M | 0.13% | 2025-12-31 |
| 70 | MAI Capital Management | 439,833 | $42.3M | 0.13% | 2025-12-31 |
| 71 | COMERICA BANK | 433,709 | $41.8M | 0.13% | 2025-12-31 |
| 72 | River Wealth Advisors LLC | 430,189 | $41.4M | 0.12% | 2025-12-31 |
| 73 | BNP PARIBAS FINANCIAL MARKETS | 428,507 | $41.3M | 0.12% | 2025-12-31 |
| 74 | STEPHENS INC /AR/ | 425,152 | $40.9M | 0.12% | 2025-12-31 |
| 75 | PRINCIPAL FINANCIAL GROUP INC | 422,000 | $40.6M | 0.12% | 2025-12-31 |
| 76 | Dakota Wealth Management | 370,981 | $35.7M | 0.11% | 2025-12-31 |
| 77 | CAPTRUST FINANCIAL ADVISORS | 359,800 | $34.6M | 0.10% | 2025-12-31 |
| 78 | Gilbert & Cook, Inc. | 352,588 | $33.9M | 0.10% | 2025-12-31 |
| 79 | BROWN ADVISORY INC | 350,447 | $33.7M | 0.10% | 2025-12-31 |
| 80 | Coastline Trust Co | 332,995 | $32.1M | 0.09% | 2025-12-31 |
| 81 | Legacy Edge Advisors, LLC | 330,997 | $31.9M | 0.09% | 2025-12-31 |
| 82 | Envestnet Portfolio Solutions, Inc. | 325,324 | $31.3M | 0.09% | 2025-12-31 |
| 83 | D.A. DAVIDSON & CO. | 323,817 | $31.2M | 0.09% | 2025-12-31 |
| 84 | MML INVESTORS SERVICES, LLC | 323,627 | $31.2M | 0.09% | 2025-12-31 |
| 85 | Consolidated Investment Group LLC | 323,140 | $31.1M | 0.09% | 2025-12-31 |
| 86 | MERCER GLOBAL ADVISORS INC /ADV | 318,585 | $30.8M | 0.09% | 2025-12-31 |
| 87 | Mesirow Financial Investment Management, Inc. | 305,464 | $29.4M | 0.09% | 2025-12-31 |
| 88 | REGIONS FINANCIAL CORP | 299,469 | $28.8M | 0.08% | 2025-12-31 |
| 89 | NewEdge Advisors, LLC | 299,318 | $28.8M | 0.08% | 2025-12-31 |
| 90 | M&T Bank Corp | 291,233 | $28.0M | 0.08% | 2025-12-31 |
| 91 | COLDSTREAM CAPITAL MANAGEMENT INC | 282,567 | $27.2M | 0.08% | 2025-12-31 |
| 92 | SIGMA INVESTMENT COUNSELORS INC | 266,954 | $25.7M | 0.08% | 2025-12-31 |
| 93 | Beacon Pointe Advisors, LLC | 265,274 | $25.5M | 0.07% | 2025-12-31 |
| 94 | BlackRock, Inc. | 254,194 | $24.5M | 0.07% | 2025-12-31 |
| 95 | Kestra Advisory Services, LLC | 253,366 | $24.4M | 0.07% | 2025-12-31 |
| 96 | Sanctuary Advisors, LLC | 248,817 | $24.0M | 0.07% | 2025-12-31 |
| 97 | Cresset Asset Management, LLC | 247,956 | $23.9M | 0.07% | 2025-12-31 |
| 98 | XML Financial, LLC | 244,325 | $23.5M | 0.07% | 2025-12-31 |
| 99 | CCG WEALTH MANAGEMENT, LLC | 237,452 | $22.9M | 0.07% | 2025-12-31 |
| 100 | DT Investment Partners, LLC | 230,599 | $22.2M | 0.06% | 2025-12-31 |
| 101 | Focus Financial Network, Inc. | 225,369 | $21.7M | 0.06% | 2025-12-31 |
| 102 | Texas Capital Bank Wealth Management Services Inc | 222,789 | $21.4M | 0.06% | 2025-12-31 |
| 103 | Concurrent Investment Advisors, LLC | 220,434 | $21.2M | 0.06% | 2025-12-31 |
| 104 | Stratos Wealth Partners, LTD. | 219,897 | $21.2M | 0.06% | 2025-12-31 |
| 105 | &PARTNERS | 209,200 | $20.4M | 0.06% | 2025-12-31 |
| 106 | Legacy Advisors, LLC | 210,902 | $20.3M | 0.06% | 2025-12-31 |
| 107 | Fifth Third Wealth Advisors LLC | 210,671 | $20.3M | 0.06% | 2025-12-31 |
| 108 | Valeo Financial Advisors, LLC | 209,492 | $20.2M | 0.06% | 2025-12-31 |
| 109 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 203,958 | $19.6M | 0.06% | 2025-12-31 |
| 110 | WHITTIER TRUST CO OF NEVADA INC | 196,100 | $19.6M | 0.05% | 2025-12-31 |
| 111 | Wealthspire Advisors, LLC | 203,089 | $19.6M | 0.06% | 2025-12-31 |
| 112 | Equitable Holdings, Inc. | 202,704 | $19.5M | 0.06% | 2025-12-31 |
| 113 | Miller Investment Management, LP | 194,565 | $18.7M | 0.05% | 2025-12-31 |
| 114 | Wilmington Savings Fund Society, FSB | 191,547 | $18.4M | 0.05% | 2025-12-31 |
| 115 | Robertson Stephens Wealth Management, LLC | 191,416 | $18.4M | 0.05% | 2025-12-31 |
| 116 | Callan Family Office, LLC | 190,420 | $18.3M | 0.05% | 2025-12-31 |
| 117 | WHITTIER TRUST CO | 183,549 | $18.3M | 0.05% | 2025-12-31 |
| 118 | PFW Advisors LLC | 182,434 | $17.6M | 0.05% | 2025-12-31 |
| 119 | Ullmann Wealth Partners Group, LLC | 182,239 | $17.5M | 0.05% | 2025-12-31 |
| 120 | LJI Wealth Management, LLC | 181,266 | $17.5M | 0.05% | 2025-12-31 |
| 121 | Verdence Capital Advisors LLC | 180,928 | $17.4M | 0.05% | 2025-12-31 |
| 122 | SONATA CAPITAL GROUP INC | 178,078 | $17.1M | 0.05% | 2025-12-31 |
| 123 | STIFEL FINANCIAL CORP | 175,696 | $16.9M | 0.05% | 2025-12-31 |
| 124 | FIDELIS CAPITAL PARTNERS, LLC | 173,610 | $16.7M | 0.05% | 2025-12-31 |
| 125 | COUNTRY TRUST BANK | 170,637 | $16.4M | 0.05% | 2025-12-31 |
| 126 | ALLIANCEBERNSTEIN L.P. | 169,720 | $16.3M | 0.05% | 2025-12-31 |
| 127 | Avidian Wealth Enterprises, LLC | 168,540 | $16.2M | 0.05% | 2025-12-31 |
| 128 | FIRST CITIZENS BANK & TRUST CO | 168,509 | $16.2M | 0.05% | 2025-12-31 |
| 129 | Private Advisor Group, LLC | 168,155 | $16.2M | 0.05% | 2025-12-31 |
| 130 | CULBERTSON A N & CO INC | 167,938 | $16.2M | 0.05% | 2025-12-31 |
| 131 | UNIQUE WEALTH, LLC | 167,000 | $16.1M | 0.05% | 2025-12-31 |
| 132 | PATTON FUND MANAGEMENT, INC. | 166,102 | $16.0M | 0.04% | 2025-12-31 |
| 133 | BOKF, NA | 165,203 | $15.9M | 0.04% | 2025-12-31 |
| 134 | BANK OF NOVA SCOTIA | 164,695 | $15.9M | 0.04% | 2025-12-31 |
| 135 | BRADLEY FOSTER & SARGENT INC/CT | 163,335 | $15.7M | 0.04% | 2025-12-31 |
| 136 | WOODSTOCK CORP | 163,334 | $15.7M | 0.04% | 2025-12-31 |
| 137 | Heck Capital Advisors, LLC | 160,539 | $15.5M | 0.04% | 2025-12-31 |
| 138 | Ashton Thomas Private Wealth, LLC | 159,360 | $15.3M | 0.04% | 2025-12-31 |
| 139 | Fox Financial, Inc | 156,557 | $15.1M | 0.04% | 2025-12-31 |
| 140 | Koss-Olinger Consulting, LLC | 153,748 | $14.8M | 0.04% | 2025-12-31 |
| 141 | Bricktown Capital, LLC | 152,264 | $14.7M | 0.04% | 2025-12-31 |
| 142 | AMARILLO NATIONAL BANK | 151,829 | $14.6M | 0.04% | 2025-12-31 |
| 143 | BLAIR WILLIAM & CO/IL | 146,668 | $14.1M | 0.04% | 2025-12-31 |
| 144 | Atlas Legacy Advisors, LLC | 141,755 | $13.6M | 0.04% | 2025-12-31 |
| 145 | Private Wealth Asset Management, LLC | 141,072 | $13.6M | 0.04% | 2025-12-31 |
| 146 | DAVENPORT & Co LLC | 140,153 | $13.5M | 0.04% | 2025-12-31 |
| 147 | Argent Trust Co | 139,678 | $13.4M | 0.04% | 2025-12-31 |
| 148 | GGM Financials LLC | 138,318 | $13.3M | 0.04% | 2025-12-31 |
| 149 | MOODY NATIONAL BANK TRUST DIVISION | 137,647 | $13.3M | 0.04% | 2025-12-31 |
| 150 | Three Bridge Wealth Advisors, LLC | 136,318 | $13.1M | 0.04% | 2025-12-31 |
| 151 | Perigon Wealth Management, LLC | 134,905 | $13.0M | 0.04% | 2025-12-31 |
| 152 | STEPH & CO | 131,580 | $12.7M | 0.03% | 2025-12-31 |
| 153 | BAILARD, INC. | 129,460 | $12.5M | 0.03% | 2025-12-31 |
| 154 | OLD NATIONAL BANCORP /IN/ | 125,233 | $12.1M | 0.03% | 2025-12-31 |
| 155 | AXXCESS WEALTH MANAGEMENT, LLC | 124,264 | $12.0M | 0.03% | 2025-12-31 |
| 156 | BRIDGES INVESTMENT MANAGEMENT INC | 122,326 | $11.8M | 0.03% | 2025-12-31 |
| 157 | Taylor & Morgan Wealth Management, LLC | 120,984 | $11.6M | 0.03% | 2025-12-31 |
| 158 | TOMPKINS FINANCIAL CORP | 116,276 | $11.2M | 0.03% | 2025-12-31 |
| 159 | Ascent Group, LLC | 114,522 | $11.0M | 0.03% | 2025-12-31 |
| 160 | First National Trust Co | 114,220 | $11.0M | 0.03% | 2025-12-31 |
| 161 | Washington Trust Bank | 113,716 | $10.9M | 0.03% | 2025-12-31 |
| 162 | PROFFITT & GOODSON INC | 112,075 | $10.8M | 0.03% | 2025-12-31 |
| 163 | EARNEST PARTNERS LLC | 111,586 | $10.7M | 0.03% | 2025-12-31 |
| 164 | ZACKS INVESTMENT MANAGEMENT | 110,393 | $10.6M | 0.03% | 2025-12-31 |
| 165 | MONETA GROUP INVESTMENT ADVISORS LLC | 109,452 | $10.5M | 0.03% | 2025-12-31 |
| 166 | Prime Capital Investment Advisors, LLC | 109,275 | $10.5M | 0.03% | 2025-12-31 |
| 167 | PRAIRIEVIEW WEALTH PARTNERS, LLC | 108,983 | $10.5M | 0.03% | 2025-12-31 |
| 168 | BRIGHTON JONES LLC | 108,050 | $10.4M | 0.03% | 2025-12-31 |
| 169 | MV CAPITAL MANAGEMENT, INC. | 103,245 | $9.9M | 0.03% | 2025-12-31 |
| 170 | StoneX Group Inc. | 103,095 | $9.9M | 0.03% | 2025-12-31 |
| 171 | AE Wealth Management LLC | 100,771 | $9.7M | 0.03% | 2025-12-31 |
| 172 | Strategic Financial Partners, Ltd. | 99,728 | $9.6M | 0.02% | 2025-12-31 |
| 173 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 98,295 | $9.5M | 0.02% | 2025-12-31 |
| 174 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 95,861 | $9.2M | 0.02% | 2025-12-31 |
| 175 | SAWGRASS ASSET MANAGEMENT LLC | 94,358 | $9.1M | 0.02% | 2025-12-31 |
| 176 | Goldstone Financial Group, LLC | 94,202 | $9.1M | 0.02% | 2025-12-31 |
| 177 | Voya Investment Management LLC | 93,640 | $9.0M | 0.02% | 2025-12-31 |
| 178 | Plan Group Financial, LLC | 91,227 | $8.8M | 0.02% | 2025-12-31 |
| 179 | Hoxton Planning & Management, LLC | 91,145 | $8.8M | 0.02% | 2025-12-31 |
| 180 | Tanglewood Legacy Advisors, LLC | 91,059 | $8.8M | 0.02% | 2025-12-31 |
| 181 | WEST BANCORPORATION INC | 89,854 | $8.7M | 0.02% | 2025-12-31 |
| 182 | Rossmore Private Capital | 89,624 | $8.6M | 0.02% | 2025-12-31 |
| 183 | Haverford Trust Co | 89,314 | $8.6M | 0.02% | 2025-12-31 |
| 184 | SIMON QUICK ADVISORS, LLC | 88,337 | $8.5M | 0.02% | 2025-12-31 |
| 185 | Independence Bank of Kentucky | 87,677 | $8.4M | 0.02% | 2025-12-31 |
| 186 | IEQ CAPITAL, LLC | 86,605 | $8.3M | 0.02% | 2025-12-31 |
| 187 | Campion Asset Management | 86,554 | $8.3M | 0.02% | 2025-12-31 |
| 188 | TRUST POINT INC. | 86,526 | $8.3M | 0.02% | 2025-12-31 |
| 189 | Fulton Bank, N.A. | 84,679 | $8.2M | 0.02% | 2025-12-31 |
| 190 | Paragon Private Wealth Management, LLC | 84,311 | $8.1M | 0.02% | 2025-12-31 |
| 191 | GLENMEDE TRUST CO NA | 83,698 | $8.1M | 0.02% | 2025-12-31 |
| 192 | NewEdge Wealth, LLC | 83,221 | $8.0M | 0.02% | 2025-12-31 |
| 193 | FIRST HORIZON CORP | 82,579 | $7.9M | 0.02% | 2025-12-31 |
| 194 | Savant Capital, LLC | 82,003 | $7.9M | 0.02% | 2025-12-31 |
| 195 | Midwest Trust Co | 81,049 | $7.8M | 0.02% | 2025-12-31 |
| 196 | ARGENT CAPITAL MANAGEMENT LLC | 80,192 | $7.7M | 0.02% | 2025-12-31 |
| 197 | KESTRA PRIVATE WEALTH SERVICES, LLC | 79,779 | $7.7M | 0.02% | 2025-12-31 |
| 198 | SHELTON WEALTH MANAGEMENT, LLC | 78,830 | $7.6M | 0.02% | 2025-12-31 |
| 199 | Schneider Downs Wealth Management Advisors, LP | 78,722 | $7.6M | 0.02% | 2025-12-31 |
| 200 | Bleakley Financial Group, LLC | 78,027 | $7.5M | 0.02% | 2025-12-31 |
| 201 | Sincerus Advisory, LLC | 76,810 | $7.4M | 0.02% | 2025-12-31 |
| 202 | SALEM INVESTMENT COUNSELORS INC | 75,824 | $7.3M | 0.02% | 2025-12-31 |
| 203 | Fifth Third Securities, Inc. | 74,411 | $7.2M | 0.02% | 2025-12-31 |
| 204 | Baltimore-Washington Financial Advisors, Inc. | 74,075 | $7.1M | 0.02% | 2025-12-31 |
| 205 | BEAM WEALTH ADVISORS, INC. | 73,330 | $7.1M | 0.02% | 2025-12-31 |
| 206 | Summit Wealth Partners, LLC | 73,232 | $7.1M | 0.02% | 2025-12-31 |
| 207 | IFC Advisors LLC | 72,291 | $7.0M | 0.02% | 2025-12-31 |
| 208 | Nadler Financial Group, Inc. | 72,087 | $6.9M | 0.02% | 2025-12-31 |
| 209 | FORTE ASSET MANAGEMENT LLC | 71,796 | $6.9M | 0.02% | 2025-12-31 |
| 210 | Modera Wealth Management, LLC | 71,691 | $6.9M | 0.02% | 2025-12-31 |
| 211 | CARRET ASSET MANAGEMENT, LLC | 71,535 | $6.9M | 0.02% | 2025-12-31 |
| 212 | Aptus Capital Advisors, LLC | 71,210 | $6.9M | 0.02% | 2025-12-31 |
| 213 | Summit Financial, LLC | 70,862 | $6.8M | 0.02% | 2025-12-31 |
| 214 | CITY HOLDING CO | 69,754 | $6.7M | 0.02% | 2025-12-31 |
| 215 | OneDigital Investment Advisors LLC | 69,330 | $6.7M | 0.02% | 2025-12-31 |
| 216 | Chesapeake Wealth Management | 68,967 | $6.6M | 0.02% | 2025-12-31 |
| 217 | Westshore Wealth, LLC | 68,470 | $6.6M | 0.02% | 2025-12-31 |
| 218 | Tolleson Wealth Management, Inc. | 68,370 | $6.6M | 0.02% | 2025-12-31 |
| 219 | FIRST MERCHANTS CORP | 68,349 | $6.6M | 0.02% | 2025-12-31 |
| 220 | Capital Group Private Client Services, Inc. | 67,449 | $6.5M | 0.02% | 2025-12-31 |
| 221 | Chicago Partners Investment Group LLC | 64,486 | $6.5M | 0.01% | 2025-12-31 |
| 222 | Integrated Advisors Network LLC | 65,704 | $6.3M | 0.01% | 2025-12-31 |
| 223 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 65,442 | $6.3M | 0.01% | 2025-12-31 |
| 224 | Baron Financial Group, LLC | 65,009 | $6.3M | 0.01% | 2025-12-31 |
| 225 | Advisory Services Network, LLC | 64,537 | $6.2M | 0.01% | 2025-12-31 |
| 226 | CFM WEALTH PARTNERS LLC | 63,558 | $6.1M | 0.01% | 2025-12-31 |
| 227 | FIRST NATIONAL BANK OF OMAHA | 62,581 | $6.1M | 0.01% | 2025-12-31 |
| 228 | LEVEL FOUR ADVISORY SERVICES, LLC | 62,700 | $6.0M | 0.01% | 2025-12-31 |
| 229 | Orion Porfolio Solutions, LLC | 62,412 | $6.0M | 0.01% | 2025-12-31 |
| 230 | Orin Green Financial, LLC | 61,837 | $6.0M | 0.01% | 2025-12-31 |
| 231 | Essex Financial Services, Inc. | 61,737 | $5.9M | 0.01% | 2025-12-31 |
| 232 | Sunburst Financial Group, LLC | 61,473 | $5.9M | 0.01% | 2025-12-31 |
| 233 | FineMark National Bank & Trust | 61,035 | $5.9M | 0.01% | 2025-12-31 |
| 234 | Prosperity Consulting Group, LLC | 60,485 | $5.8M | 0.01% | 2025-12-31 |
| 235 | TWIN FOCUS CAPITAL PARTNERS, LLC | 60,040 | $5.8M | 0.01% | 2025-12-31 |
| 236 | Cornerstone Wealth Group, LLC | 59,818 | $5.8M | 0.01% | 2025-12-31 |
| 237 | Global Retirement Partners, LLC | 59,704 | $5.7M | 0.01% | 2025-12-31 |
| 238 | Triumph Capital Management | 59,644 | $5.7M | 0.01% | 2025-12-31 |
| 239 | New England Private Wealth Advisors LLC | 59,539 | $5.7M | 0.01% | 2025-12-31 |
| 240 | St. Johns Investment Management Company, LLC | 59,185 | $5.7M | 0.01% | 2025-12-31 |
| 241 | VANGUARD GROUP INC | 59,176 | $5.7M | 0.01% | 2025-12-31 |
| 242 | Diversified Trust Co | 58,933 | $5.7M | 0.01% | 2025-12-31 |
| 243 | MATRIX ASSET ADVISORS INC/NY | 58,927 | $5.7M | 0.01% | 2025-12-31 |
| 244 | EVOKE WEALTH, LLC | 58,788 | $5.7M | 0.01% | 2025-12-31 |
| 245 | Turtle Creek Wealth Advisors, LLC | 58,687 | $5.6M | 0.01% | 2025-12-31 |
| 246 | CAHABA WEALTH MANAGEMENT, INC. | 57,950 | $5.6M | 0.01% | 2025-12-31 |
| 247 | Sound View Wealth Advisors Group, LLC | 57,634 | $5.5M | 0.01% | 2025-12-31 |
| 248 | NTV Asset Management LLC | 56,867 | $5.5M | 0.01% | 2025-12-31 |
| 249 | Carl P. Sherr & Co., LLC | 55,187 | $5.5M | 0.01% | 2025-12-31 |
| 250 | One Capital Management, LLC | 56,850 | $5.5M | 0.01% | 2025-12-31 |
| 251 | SMITH CHAS P & ASSOCIATES PA CPAS | 56,623 | $5.5M | 0.01% | 2025-12-31 |
| 252 | Silvercrest Asset Management Group LLC | 56,320 | $5.4M | 0.01% | 2025-12-31 |
| 253 | Canopy Partners, LLC | 56,176 | $5.4M | 0.01% | 2025-12-31 |
| 254 | Conservest Capital Advisors, Inc. | 56,050 | $5.4M | 0.01% | 2025-12-31 |
| 255 | Acropolis Investment Management, LLC | 55,923 | $5.4M | 0.01% | 2025-12-31 |
| 256 | SageView Advisory Group, LLC | 55,758 | $5.4M | 0.01% | 2025-12-31 |
| 257 | HANCOCK WHITNEY CORP | 55,390 | $5.3M | 0.01% | 2025-12-31 |
| 258 | TD PRIVATE CLIENT WEALTH LLC | 52,895 | $5.1M | 0.01% | 2025-12-31 |
| 259 | Smith Thornton Advisors LLC | 52,214 | $5.0M | 0.01% | 2025-12-31 |
| 260 | CANANDAIGUA NATIONAL BANK & TRUST CO | 51,683 | $5.0M | 0.01% | 2025-12-31 |
| 261 | Cullen/Frost Bankers, Inc. | 50,812 | $4.9M | 0.01% | 2025-12-31 |
| 262 | CITIZENS FINANCIAL GROUP INC/RI | 50,715 | $4.9M | 0.01% | 2025-12-31 |
| 263 | EP Wealth Advisors, LLC | 50,371 | $4.8M | 0.01% | 2025-12-31 |
| 264 | Whitegate Investment Counselors, Inc. | 49,759 | $4.8M | 0.01% | 2025-12-31 |
| 265 | LPWM LLC | 49,147 | $4.7M | 0.01% | 2025-12-31 |
| 266 | PRINCIPAL SECURITIES, INC. | 48,902 | $4.7M | 0.01% | 2025-12-31 |
| 267 | CITIGROUP INC | 47,957 | $4.6M | 0.01% | 2025-12-31 |
| 268 | Smith & Howard Wealth Management, LLC | 47,942 | $4.6M | 0.01% | 2025-12-31 |
| 269 | Samalin Investment Counsel, LLC | 47,203 | $4.5M | 0.01% | 2025-12-31 |
| 270 | CHOREO, LLC | 46,123 | $4.5M | 0.01% | 2025-12-31 |
| 271 | TRUST CO OF TOLEDO NA /OH/ | 46,503 | $4.5M | 0.01% | 2025-12-31 |
| 272 | Curi Capital, LLC | 46,371 | $4.5M | 0.01% | 2025-12-31 |
| 273 | MYCIO WEALTH PARTNERS, LLC | 46,188 | $4.4M | 0.01% | 2025-12-31 |
| 274 | Centennial Bank/AR/ | 45,844 | $4.4M | 0.01% | 2025-12-31 |
| 275 | IHT Wealth Management, LLC | 44,620 | $4.3M | 0.01% | 2025-12-31 |
| 276 | OPPENHEIMER & CO INC | 45,139 | $4.3M | 0.01% | 2025-12-31 |
| 277 | HB Wealth Management, LLC | 44,280 | $4.3M | 0.01% | 2025-12-31 |
| 278 | Kingsview Wealth Management, LLC | 43,976 | $4.2M | 0.01% | 2025-12-31 |
| 279 | Laird Norton Wetherby Trust Company, LLC | 43,786 | $4.2M | 0.01% | 2025-12-31 |
| 280 | QUADRANT CAPITAL GROUP LLC | 43,510 | $4.2M | 0.01% | 2025-12-31 |
| 281 | Sequoia Financial Advisors, LLC | 43,168 | $4.2M | 0.01% | 2025-12-31 |
| 282 | Legacy Trust | 42,910 | $4.1M | 0.01% | 2025-12-31 |
| 283 | Ballentine Partners, LLC | 42,901 | $4.1M | 0.01% | 2025-12-31 |
| 284 | FARMERS & MERCHANTS INVESTMENTS INC | 42,816 | $4.1M | 0.01% | 2025-12-31 |
| 285 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 42,768 | $4.1M | 0.01% | 2025-12-31 |
| 286 | DAVIDSON TRUST CO | 42,610 | $4.1M | 0.01% | 2025-12-31 |
| 287 | WESBANCO BANK INC | 42,268 | $4.1M | 0.01% | 2025-12-31 |
| 288 | Bryn Mawr Trust Advisors, LLC | 42,049 | $4.0M | 0.01% | 2025-12-31 |
| 289 | RWA WEALTH PARTNERS, LLC | 41,984 | $4.0M | 0.01% | 2025-12-31 |
| 290 | Johnson Financial Group, Inc. | 41,197 | $4.0M | 0.01% | 2025-12-31 |
| 291 | Gryphon Financial Partners LLC | 40,968 | $3.9M | 0.01% | 2025-12-31 |
| 292 | Fiera Capital Corp | 40,291 | $3.9M | 0.01% | 2025-12-31 |
| 293 | Daner Wealth Management, LLC | 37,882 | $3.9M | 0.01% | 2025-12-31 |
| 294 | Bedel Financial Consulting, Inc. | 40,210 | $3.9M | 0.01% | 2025-12-31 |
| 295 | NVWM, LLC | 39,862 | $3.8M | 0.01% | 2025-12-31 |
| 296 | Asset Management Group, Inc. | 39,498 | $3.8M | 0.01% | 2025-12-31 |
| 297 | SCS Capital Management LLC | 39,478 | $3.8M | 0.01% | 2025-12-31 |
| 298 | ASPIRIANT, LLC | 39,325 | $3.8M | 0.01% | 2025-12-31 |
| 299 | Financial Engines Advisors L.L.C. | 39,233 | $3.8M | 0.01% | 2025-12-31 |
| 300 | Quantinno Capital Management LP | 39,041 | $3.8M | 0.01% | 2025-12-31 |
| 301 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 38,080 | $3.7M | 0.01% | 2025-12-31 |
| 302 | BTC Capital Management, Inc. | 37,864 | $3.6M | 0.01% | 2025-12-31 |
| 303 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 37,802 | $3.6M | 0.01% | 2025-12-31 |
| 304 | AMES NATIONAL CORP | 37,543 | $3.6M | 0.01% | 2025-12-31 |
| 305 | Greykasell Wealth Strategies, Inc. | 37,391 | $3.6M | 0.01% | 2025-12-31 |
| 306 | TFB Advisors LLC | 37,058 | $3.6M | 0.01% | 2025-12-31 |
| 307 | CAMBIENT FAMILY OFFICE, LLC | 36,980 | $3.6M | 0.01% | 2025-12-31 |
| 308 | SouthState Corp | 36,812 | $3.5M | 0.01% | 2025-12-31 |
| 309 | Spire Wealth Management | 36,779 | $3.5M | 0.01% | 2025-12-31 |
| 310 | FCA CORP /TX | 36,584 | $3.5M | 0.01% | 2025-12-31 |
| 311 | Prospera Financial Services Inc | 36,233 | $3.5M | 0.01% | 2025-12-31 |
| 312 | NBC SECURITIES, INC. | 36,209 | $3.5M | 0.01% | 2025-12-31 |
| 313 | COURIER CAPITAL LLC | 35,797 | $3.4M | 0.01% | 2025-12-31 |
| 314 | FLAGSTAR ADVISORS INC | 35,597 | $3.4M | 0.01% | 2025-12-31 |
| 315 | Elgethun Capital Management | 35,515 | $3.4M | 0.01% | 2025-12-31 |
| 316 | CHAPIN DAVIS, INC. | 35,505 | $3.4M | 0.01% | 2025-12-31 |
| 317 | Gladstone Institutional Advisory LLC | 35,233 | $3.4M | 0.01% | 2025-12-31 |
| 318 | MATHER GROUP, LLC. | 35,162 | $3.4M | 0.01% | 2025-12-31 |
| 319 | GRANVILLE CAPITAL, INC. | 35,060 | $3.4M | 0.01% | 2025-12-31 |
| 320 | AFT, FORSYTH & COMPANY, INC. | 35,015 | $3.4M | 0.01% | 2025-12-31 |
| 321 | CITADEL ADVISORS LLC | 34,900 | $3.4M | 0.01% | 2025-12-31 |
| 322 | RENAISSANCE TECHNOLOGIES LLC | 34,800 | $3.4M | 0.01% | 2025-12-31 |
| 323 | PRIVATE TRUST CO NA | 34,783 | $3.3M | 0.01% | 2025-12-31 |
| 324 | Pathway Financial Advisors LLC | 33,355 | $3.3M | 0.01% | 2025-12-31 |
| 325 | Atria Investments, Inc | 34,515 | $3.3M | 0.01% | 2025-12-31 |
| 326 | EVERGREEN CAPITAL MANAGEMENT LLC | 34,381 | $3.3M | 0.01% | 2025-12-31 |
| 327 | Northwest Wealth Advisors, LLC | 34,327 | $3.3M | 0.01% | 2025-12-31 |
| 328 | Elyxium Wealth, LLC | 33,987 | $3.3M | 0.01% | 2025-12-31 |
| 329 | RHUMBLINE ADVISERS | 33,969 | $3.3M | 0.01% | 2025-12-31 |
| 330 | GREENLEAF TRUST | 33,872 | $3.3M | 0.01% | 2025-12-31 |
| 331 | TCV Trust & Wealth Management, Inc. | 33,754 | $3.2M | 0.01% | 2025-12-31 |
| 332 | HIGHLAND CAPITAL MANAGEMENT, LLC | 33,734 | $3.2M | 0.01% | 2025-12-31 |
| 333 | VestGen Advisors, LLC | 33,668 | $3.2M | 0.01% | 2025-12-31 |
| 334 | Richard P Slaughter Associates Inc | 33,448 | $3.2M | 0.01% | 2025-12-31 |
| 335 | AQR CAPITAL MANAGEMENT LLC | 32,830 | $3.2M | 0.00% | 2025-12-31 |
| 336 | Fort Point Capital Partners LLC | 30,999 | $3.1M | 0.00% | 2025-12-31 |
| 337 | World Investment Advisors | 34,676 | $3.1M | 0.01% | 2025-12-31 |
| 338 | Geneos Wealth Management Inc. | 32,334 | $3.1M | 0.00% | 2025-12-31 |
| 339 | LIFE LINE WEALTH MANAGEMENT LLC | 32,051 | $3.1M | 0.00% | 2025-12-31 |
| 340 | Sigma Planning Corp | 32,023 | $3.1M | 0.00% | 2025-12-31 |
| 341 | ALLIUM FINANCIAL ADVISORS, LLC | 31,804 | $3.1M | 0.00% | 2025-12-31 |
| 342 | J.W. COLE ADVISORS, INC. | 36,726 | $3.1M | 0.01% | 2025-12-31 |
| 343 | Sowell Financial Services LLC | 31,739 | $3.1M | 0.00% | 2025-12-31 |
| 344 | Finley Financial, LLC | 31,495 | $3.0M | 0.00% | 2025-12-31 |
| 345 | ANCHOR CAPITAL ADVISORS LLC | 31,322 | $3.0M | 0.00% | 2025-12-31 |
| 346 | Summit Financial Strategies, Inc. | 31,312 | $3.0M | 0.00% | 2025-12-31 |
| 347 | Dorsey & Whitney Trust CO LLC | 31,210 | $3.0M | 0.00% | 2025-12-31 |
| 348 | Allen Investment Management, LLC | 31,000 | $3.0M | 0.00% | 2025-12-31 |
| 349 | BUILDER INVESTMENT GROUP INC /ADV | 30,916 | $3.0M | 0.00% | 2025-12-31 |
| 350 | Ameritas Advisory Services, LLC | 30,877 | $3.0M | 0.00% | 2025-12-31 |
| 351 | Procyon Advisors, LLC | 30,832 | $3.0M | 0.00% | 2025-12-31 |
| 352 | McKinley Carter Wealth Services, Inc. | 30,453 | $2.9M | 0.00% | 2025-12-31 |
| 353 | HILLTOP WEALTH ADVISORS, LLC | 29,919 | $2.9M | 0.00% | 2025-12-31 |
| 354 | FAS Wealth Partners, Inc. | 29,852 | $2.9M | 0.00% | 2025-12-31 |
| 355 | SMITH, MOORE & CO. | 29,759 | $2.9M | 0.00% | 2025-12-31 |
| 356 | HUB Investment Partners, LLC | 29,677 | $2.9M | 0.00% | 2025-12-31 |
| 357 | KKM Financial LLC | 29,651 | $2.9M | 0.00% | 2025-12-31 |
| 358 | SOA Wealth Advisors, LLC. | 29,397 | $2.8M | 0.00% | 2025-12-31 |
| 359 | Apollon Wealth Management, LLC | 29,315 | $2.8M | 0.00% | 2025-12-31 |
| 360 | Narus Financial Partners, LLC | 29,218 | $2.8M | 0.00% | 2025-12-31 |
| 361 | Grove Bank & Trust | 29,219 | $2.8M | 0.00% | 2025-12-31 |
| 362 | Fund Evaluation Group, LLC | 29,075 | $2.8M | 0.00% | 2025-12-31 |
| 363 | Farther Finance Advisors, LLC | 28,979 | $2.8M | 0.00% | 2025-12-31 |
| 364 | FIRST UNITED BANK & TRUST | 28,965 | $2.8M | 0.00% | 2025-12-31 |
| 365 | OXFORD FINANCIAL GROUP, LTD. LLC | 28,952 | $2.8M | 0.00% | 2025-12-31 |
| 366 | Evercore Wealth Management, LLC | 28,876 | $2.8M | 0.00% | 2025-12-31 |
| 367 | COZAD ASSET MANAGEMENT INC | 28,750 | $2.8M | 0.00% | 2025-12-31 |
| 368 | Pasadena Private Wealth, LLC | 28,500 | $2.7M | 0.00% | 2025-12-31 |
| 369 | Continuum Advisory, LLC | 28,365 | $2.7M | 0.00% | 2025-12-31 |
| 370 | Trivium Point Advisory, LLC | 28,241 | $2.7M | 0.00% | 2025-12-31 |
| 371 | JSF Financial, LLC | 28,113 | $2.7M | 0.00% | 2025-12-31 |
| 372 | May Barnhard Investments LLC | 28,043 | $2.7M | 0.00% | 2025-12-31 |
| 373 | Erste Asset Management GmbH | 27,900 | $2.7M | 0.00% | 2025-12-31 |
| 374 | Lee-Kelleher Wealth Management | 27,899 | $2.7M | 0.00% | 2025-12-31 |
| 375 | GAMMA Investing LLC | 27,840 | $2.7M | 0.00% | 2025-12-31 |
| 376 | Allspring Global Investments Holdings, LLC | 27,435 | $2.7M | 0.00% | 2025-12-31 |
| 377 | Frank, Rimerman Advisors LLC | 27,665 | $2.7M | 0.00% | 2025-12-31 |
| 378 | CATALYST FINANCIAL PARTNERS LLC | 27,503 | $2.6M | 0.00% | 2025-12-31 |
| 379 | CAHILL FINANCIAL ADVISORS INC | 27,464 | $2.6M | 0.00% | 2025-12-31 |
| 380 | Valmark Advisers, Inc. | 27,306 | $2.6M | 0.00% | 2025-12-31 |
| 381 | HT Partners LLC | 26,956 | $2.6M | 0.00% | 2025-12-31 |
| 382 | DOVER ADVISORS, LLC | 26,847 | $2.6M | 0.00% | 2025-12-31 |
| 383 | NAPLES GLOBAL ADVISORS, LLC | 26,684 | $2.6M | 0.00% | 2025-12-31 |
| 384 | Meridian Wealth Management, LLC | 26,608 | $2.6M | 0.00% | 2025-12-31 |
| 385 | Resonant Capital Advisors, LLC | 26,391 | $2.5M | 0.00% | 2025-12-31 |
| 386 | Chokshi & Queen Wealth Advisors, Inc | 26,371 | $2.5M | 0.00% | 2025-12-31 |
| 387 | JFS WEALTH ADVISORS, LLC | 26,160 | $2.5M | 0.00% | 2025-12-31 |
| 388 | NEW SOUTH CAPITAL MANAGEMENT INC | 25,800 | $2.5M | 0.00% | 2025-12-31 |
| 389 | Litman Gregory Wealth Management LLC | 25,653 | $2.5M | 0.00% | 2025-12-31 |
| 390 | Madison Asset Management, LLC | 25,602 | $2.5M | 0.00% | 2025-12-31 |
| 391 | Denver PWM, LLC | 26,450 | $2.4M | 0.00% | 2025-12-31 |
| 392 | Indiana Trust & Investment Management Co | 25,265 | $2.4M | 0.00% | 2025-12-31 |