CUSIP 464287689
ISHARES TR
415 institutions · $9.25B total · 23,907,765 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | SCS Capital Management LLC | 1,874,800 | $725.3M | 7.84% | 2025-12-31 |
| 2 | RHUMBLINE ADVISERS | 1,572,121 | $608.2M | 6.57% | 2025-12-31 |
| 3 | BlackRock, Inc. | 1,338,661 | $517.9M | 5.59% | 2025-12-31 |
| 4 | MORGAN STANLEY | 1,278,593 | $494.6M | 5.34% | 2025-12-31 |
| 5 | GOLDMAN SACHS GROUP INC | 970,101 | $375.3M | 4.05% | 2025-12-31 |
| 6 | NORTHERN TRUST CORP | 935,304 | $361.8M | 3.91% | 2025-12-31 |
| 7 | Pitcairn Wealth Advisors LLC | 511,769 | $198.0M | 2.14% | 2025-12-31 |
| 8 | LPL Financial LLC | 500,222 | $193.5M | 2.09% | 2025-12-31 |
| 9 | AMERIPRISE FINANCIAL INC | 408,570 | $158.1M | 1.70% | 2025-12-31 |
| 10 | JPMORGAN CHASE & CO | 380,831 | $147.3M | 1.59% | 2025-12-31 |
| 11 | UBS Group AG | 379,312 | $146.7M | 1.58% | 2025-12-31 |
| 12 | Focus Partners Wealth | 364,394 | $141.0M | 1.52% | 2025-12-31 |
| 13 | FMR LLC | 330,000 | $127.7M | 1.38% | 2025-12-31 |
| 14 | BANK OF AMERICA CORP /DE/ | 324,542 | $125.5M | 1.35% | 2025-12-31 |
| 15 | HighTower Advisors, LLC | 312,640 | $120.9M | 1.30% | 2025-12-31 |
| 16 | TLWM | 281,190 | $108.8M | 1.17% | 2025-12-31 |
| 17 | PNC Financial Services Group, Inc. | 278,883 | $107.9M | 1.16% | 2025-12-31 |
| 18 | Lido Advisors, LLC | 275,701 | $106.4M | 1.15% | 2025-12-31 |
| 19 | MERCER GLOBAL ADVISORS INC /ADV | 272,375 | $105.4M | 1.13% | 2025-12-31 |
| 20 | American Family Investments, Inc. | 271,840 | $105.2M | 1.13% | 2025-12-31 |
| 21 | Bank of New York Mellon Corp | 265,521 | $102.7M | 1.11% | 2025-12-31 |
| 22 | CAPTRUST FINANCIAL ADVISORS | 250,978 | $97.1M | 1.04% | 2025-12-31 |
| 23 | Bricktown Capital, LLC | 201,495 | $77.9M | 0.84% | 2025-12-31 |
| 24 | BLAIR WILLIAM & CO/IL | 198,671 | $76.9M | 0.83% | 2025-12-31 |
| 25 | GM Advisory Group, LLC | 177,357 | $68.6M | 0.74% | 2025-12-31 |
| 26 | Beacon Pointe Advisors, LLC | 174,191 | $67.4M | 0.72% | 2025-12-31 |
| 27 | Corient Private Wealth LLC | 170,398 | $64.8M | 0.71% | 2025-12-31 |
| 28 | BANK OF NOVA SCOTIA | 159,700 | $61.8M | 0.66% | 2025-12-31 |
| 29 | DAVIS R M INC | 159,675 | $61.8M | 0.66% | 2025-12-31 |
| 30 | Calamos Wealth Management LLC | 157,379 | $60.9M | 0.65% | 2025-12-31 |
| 31 | STEPHENS INC /AR/ | 157,056 | $60.8M | 0.65% | 2025-12-31 |
| 32 | Geneos Wealth Management Inc. | 156,881 | $60.7M | 0.65% | 2025-12-31 |
| 33 | WELLS FARGO & COMPANY/MN | 155,095 | $60.0M | 0.64% | 2025-12-31 |
| 34 | Cetera Investment Advisers | 153,986 | $59.6M | 0.64% | 2025-12-31 |
| 35 | Proficio Capital Partners LLC | 153,477 | $59.4M | 0.64% | 2025-12-31 |
| 36 | Waverly Advisors, LLC | 152,147 | $58.9M | 0.63% | 2025-12-31 |
| 37 | FFT WEALTH MANAGEMENT LLC | 136,681 | $52.9M | 0.57% | 2025-12-31 |
| 38 | Ballentine Partners, LLC | 131,695 | $50.9M | 0.55% | 2025-12-31 |
| 39 | Mill Creek Capital Advisors, LLC | 128,714 | $49.8M | 0.53% | 2025-12-31 |
| 40 | Caprock Group, LLC | 125,252 | $48.5M | 0.52% | 2025-12-31 |
| 41 | Wind River Trust Co | 124,042 | $48.0M | 0.51% | 2025-12-31 |
| 42 | BROWN ADVISORY INC | 124,042 | $48.0M | 0.51% | 2025-12-31 |
| 43 | FRANKLIN RESOURCES INC | 121,383 | $47.0M | 0.50% | 2025-12-31 |
| 44 | Cresset Asset Management, LLC | 117,601 | $45.5M | 0.49% | 2025-12-31 |
| 45 | ENVESTNET ASSET MANAGEMENT INC | 113,347 | $43.8M | 0.47% | 2025-12-31 |
| 46 | COMMERCE BANK | 112,148 | $43.4M | 0.46% | 2025-12-31 |
| 47 | IEQ CAPITAL, LLC | 110,783 | $42.9M | 0.46% | 2025-12-31 |
| 48 | AlphaCore Capital LLC | 110,352 | $42.7M | 0.46% | 2025-12-31 |
| 49 | Royal Bank of Canada | 104,925 | $40.6M | 0.43% | 2025-12-31 |
| 50 | JONES FINANCIAL COMPANIES LLLP | 102,612 | $39.7M | 0.42% | 2025-12-31 |
| 51 | Clearstead Advisors, LLC | 101,977 | $39.4M | 0.42% | 2025-12-31 |
| 52 | AQR CAPITAL MANAGEMENT LLC | 99,806 | $38.6M | 0.41% | 2025-12-31 |
| 53 | COMMONWEALTH EQUITY SERVICES, LLC | 99,019 | $38.3M | 0.41% | 2025-12-31 |
| 54 | PENNINGTON PARTNERS & CO., LLC | 97,673 | $37.8M | 0.40% | 2025-12-31 |
| 55 | Mariner, LLC | 85,846 | $33.2M | 0.35% | 2025-12-31 |
| 56 | Provenance Wealth Advisors, LLC | 82,693 | $32.0M | 0.34% | 2025-12-31 |
| 57 | Waldron Private Wealth LLC | 82,402 | $31.9M | 0.34% | 2025-12-31 |
| 58 | OSAIC HOLDINGS, INC. | 81,858 | $31.7M | 0.34% | 2025-12-31 |
| 59 | HB Wealth Management, LLC | 79,930 | $30.9M | 0.33% | 2025-12-31 |
| 60 | Tanglewood Wealth Management, Inc. | 74,744 | $28.9M | 0.31% | 2025-12-31 |
| 61 | Great Diamond Partners, LLC | 74,019 | $28.6M | 0.30% | 2025-12-31 |
| 62 | Concurrent Investment Advisors, LLC | 72,048 | $27.9M | 0.30% | 2025-12-31 |
| 63 | Finley Financial, LLC | 71,838 | $27.8M | 0.30% | 2025-12-31 |
| 64 | FIRST TRUST ADVISORS LP | 71,474 | $27.6M | 0.29% | 2025-12-31 |
| 65 | Portfolio Strategies, Inc. | 71,095 | $27.5M | 0.29% | 2025-12-31 |
| 66 | RAYMOND JAMES FINANCIAL INC | 70,414 | $27.2M | 0.29% | 2025-12-31 |
| 67 | TIAA TRUST, NATIONAL ASSOCIATION | 69,869 | $27.0M | 0.29% | 2025-12-31 |
| 68 | Savant Capital, LLC | 68,299 | $26.4M | 0.28% | 2025-12-31 |
| 69 | Brooklyn FI, LLC | 67,934 | $26.3M | 0.28% | 2025-12-31 |
| 70 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 67,262 | $26.0M | 0.28% | 2025-12-31 |
| 71 | Rockefeller Capital Management L.P. | 67,212 | $26.0M | 0.28% | 2025-12-31 |
| 72 | FIFTH THIRD BANCORP | 67,068 | $25.9M | 0.28% | 2025-12-31 |
| 73 | EPIQ PARTNERS, LLC | 62,864 | $24.3M | 0.26% | 2025-12-31 |
| 74 | COMERICA BANK | 58,776 | $22.7M | 0.24% | 2025-12-31 |
| 75 | Stairway Partners, LLC | 58,578 | $22.7M | 0.24% | 2025-12-31 |
| 76 | Laird Norton Wetherby Trust Company, LLC | 58,574 | $22.7M | 0.24% | 2025-12-31 |
| 77 | Truepoint, Inc. | 58,557 | $22.7M | 0.24% | 2025-12-31 |
| 78 | Trajan Wealth LLC | 58,111 | $22.5M | 0.24% | 2025-12-31 |
| 79 | JOHNSON INVESTMENT COUNSEL INC | 57,938 | $22.4M | 0.24% | 2025-12-31 |
| 80 | Diversified Portfolios, Inc. | 56,470 | $21.8M | 0.23% | 2025-12-31 |
| 81 | Strategic Equity Management | 56,009 | $21.7M | 0.23% | 2025-12-31 |
| 82 | Greenspring Advisors, LLC | 54,247 | $21.0M | 0.22% | 2025-12-31 |
| 83 | US BANCORP \DE\ | 53,548 | $20.7M | 0.22% | 2025-12-31 |
| 84 | Compass Financial Group, Inc. | 51,590 | $20.0M | 0.21% | 2025-12-31 |
| 85 | CITIZENS FINANCIAL GROUP INC/RI | 50,986 | $19.7M | 0.21% | 2025-12-31 |
| 86 | O'Brien Wealth Partners LLC | 50,376 | $19.5M | 0.21% | 2025-12-31 |
| 87 | WHITTIER TRUST CO OF NEVADA INC | 49,207 | $19.4M | 0.20% | 2025-12-31 |
| 88 | BANK OF MONTREAL /CAN/ | 49,889 | $19.3M | 0.20% | 2025-12-31 |
| 89 | Forvis Mazars Wealth Advisors, LLC | 49,795 | $19.3M | 0.20% | 2025-12-31 |
| 90 | Moss Adams Wealth Advisors LLC | 48,986 | $19.0M | 0.20% | 2025-12-31 |
| 91 | Wealthspire Advisors, LLC | 48,874 | $18.9M | 0.20% | 2025-12-31 |
| 92 | Brookstone Capital Management | 47,919 | $18.5M | 0.20% | 2025-12-31 |
| 93 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 47,841 | $18.5M | 0.20% | 2025-12-31 |
| 94 | Balentine LLC | 46,785 | $18.1M | 0.19% | 2025-12-31 |
| 95 | NEPC LLC | 45,961 | $17.8M | 0.19% | 2025-12-31 |
| 96 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 45,901 | $17.8M | 0.19% | 2025-12-31 |
| 97 | KDK Private Wealth Management, LLC | 45,121 | $17.5M | 0.18% | 2025-12-31 |
| 98 | CITIGROUP INC | 44,369 | $17.2M | 0.18% | 2025-12-31 |
| 99 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 43,425 | $16.8M | 0.18% | 2025-12-31 |
| 100 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 42,217 | $16.6M | 0.17% | 2025-12-31 |
| 101 | Fund Evaluation Group, LLC | 42,519 | $16.4M | 0.17% | 2025-12-31 |
| 102 | Crestwood Advisors Group, LLC | 42,515 | $16.4M | 0.17% | 2025-12-31 |
| 103 | FIRST HORIZON CORP | 41,229 | $15.9M | 0.17% | 2025-12-31 |
| 104 | Embree Financial Group | 40,712 | $15.7M | 0.17% | 2025-12-31 |
| 105 | Kestra Advisory Services, LLC | 40,198 | $15.6M | 0.16% | 2025-12-31 |
| 106 | AlTi Global, Inc. | 39,912 | $15.4M | 0.16% | 2025-12-31 |
| 107 | MONEYWISE, INC. | 39,534 | $15.3M | 0.16% | 2025-12-31 |
| 108 | First National Trust Co | 38,336 | $14.8M | 0.16% | 2025-12-31 |
| 109 | Ipswich Investment Management Co., Inc. | 38,324 | $14.8M | 0.16% | 2025-12-31 |
| 110 | HANOVER ADVISORS INC | 38,315 | $14.8M | 0.16% | 2025-12-31 |
| 111 | ZACKS INVESTMENT MANAGEMENT | 38,072 | $14.7M | 0.15% | 2025-12-31 |
| 112 | TRUIST FINANCIAL CORP | 37,889 | $14.7M | 0.15% | 2025-12-31 |
| 113 | Tanager Wealth Management LLP | 36,835 | $14.2M | 0.15% | 2025-12-31 |
| 114 | Creative Planning | 35,876 | $13.9M | 0.15% | 2025-12-31 |
| 115 | Quantinno Capital Management LP | 35,307 | $13.7M | 0.14% | 2025-12-31 |
| 116 | Allen Investment Management, LLC | 35,131 | $13.6M | 0.14% | 2025-12-31 |
| 117 | Conservest Capital Advisors, Inc. | 34,507 | $13.3M | 0.14% | 2025-12-31 |
| 118 | JFS WEALTH ADVISORS, LLC | 33,246 | $12.9M | 0.13% | 2025-12-31 |
| 119 | CIBC Private Wealth Group LLC | 32,369 | $12.5M | 0.13% | 2025-12-31 |
| 120 | BigSur Wealth Management LLC | 31,700 | $12.3M | 0.13% | 2025-12-31 |
| 121 | UMB Bank, n.a. | 30,791 | $11.9M | 0.12% | 2025-12-31 |
| 122 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 29,847 | $11.5M | 0.12% | 2025-12-31 |
| 123 | FEDERATED HERMES, INC. | 29,701 | $11.5M | 0.12% | 2025-12-31 |
| 124 | jvl associates llc | 29,127 | $11.3M | 0.12% | 2025-12-31 |
| 125 | STIFEL FINANCIAL CORP | 27,006 | $10.4M | 0.11% | 2025-12-31 |
| 126 | Post Resch Tallon Group Inc. | 26,973 | $10.4M | 0.11% | 2025-12-31 |
| 127 | Apella Capital, LLC | 26,542 | $10.3M | 0.11% | 2025-12-31 |
| 128 | ALLIANCEBERNSTEIN L.P. | 26,499 | $10.3M | 0.11% | 2025-12-31 |
| 129 | Allspring Global Investments Holdings, LLC | 26,066 | $10.1M | 0.10% | 2025-12-31 |
| 130 | One Day In July LLC | 25,730 | $10.0M | 0.10% | 2025-12-31 |
| 131 | REBALANCE, LLC | 24,696 | $9.6M | 0.10% | 2025-12-31 |
| 132 | Humankind Investments LLC | 24,570 | $9.5M | 0.10% | 2025-12-31 |
| 133 | ASPIRIANT, LLC | 24,515 | $9.5M | 0.10% | 2025-12-31 |
| 134 | KEYBANK NATIONAL ASSOCIATION/OH | 24,467 | $9.5M | 0.10% | 2025-12-31 |
| 135 | VANGUARD GROUP INC | 24,122 | $9.3M | 0.10% | 2025-12-31 |
| 136 | FORTE ASSET MANAGEMENT LLC | 23,345 | $9.0M | 0.09% | 2025-12-31 |
| 137 | NORRIS PERNE & FRENCH LLP/MI | 22,880 | $8.9M | 0.09% | 2025-12-31 |
| 138 | Cerity Partners LLC | 22,771 | $8.8M | 0.09% | 2025-12-31 |
| 139 | Advisory Services Network, LLC | 22,591 | $8.7M | 0.09% | 2025-12-31 |
| 140 | GLENMEDE TRUST CO NA | 22,441 | $8.7M | 0.09% | 2025-12-31 |
| 141 | Running Point Capital Advisors, LLC | 22,315 | $8.6M | 0.09% | 2025-12-31 |
| 142 | Circle Wealth Management, LLC | 22,161 | $8.6M | 0.09% | 2025-12-31 |
| 143 | WHITTIER TRUST CO | 21,033 | $8.3M | 0.08% | 2025-12-31 |
| 144 | LCNB CORP | 21,298 | $8.2M | 0.08% | 2025-12-31 |
| 145 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 21,025 | $8.1M | 0.08% | 2025-12-31 |
| 146 | Sheridan Capital Management, LLC | 20,789 | $8.0M | 0.08% | 2025-12-31 |
| 147 | St. Louis Trust Co | 20,435 | $7.9M | 0.08% | 2025-12-31 |
| 148 | Baird Financial Group, Inc. | 20,425 | $7.9M | 0.08% | 2025-12-31 |
| 149 | Legacy Trust | 19,664 | $7.6M | 0.08% | 2025-12-31 |
| 150 | NewEdge Advisors, LLC | 19,645 | $7.6M | 0.08% | 2025-12-31 |
| 151 | Mueller Wealth, LLC | 19,536 | $7.6M | 0.08% | 2025-12-31 |
| 152 | MML INVESTORS SERVICES, LLC | 18,863 | $7.3M | 0.07% | 2025-12-31 |
| 153 | Moran Wealth Management, LLC | 18,660 | $7.2M | 0.07% | 2025-12-31 |
| 154 | Orion Porfolio Solutions, LLC | 18,524 | $7.2M | 0.07% | 2025-12-31 |
| 155 | Jordan Park Group LLC | 18,515 | $7.2M | 0.07% | 2025-12-31 |
| 156 | Cedar Wealth Management, LLC | 18,390 | $7.1M | 0.07% | 2025-12-31 |
| 157 | Triune Financial Partners, LLC | 17,714 | $7.0M | 0.07% | 2025-12-31 |
| 158 | WEST PACES ADVISORS INC. | 17,936 | $6.9M | 0.07% | 2025-12-31 |
| 159 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 17,803 | $6.9M | 0.07% | 2025-12-31 |
| 160 | U.S. Capital Wealth Advisors, LLC | 17,756 | $6.9M | 0.07% | 2025-12-31 |
| 161 | Elyxium Wealth, LLC | 17,730 | $6.9M | 0.07% | 2025-12-31 |
| 162 | FIRST NATIONAL BANK OF OMAHA | 17,641 | $6.9M | 0.07% | 2025-12-31 |
| 163 | WHI TRUST Co LLC | 17,645 | $6.8M | 0.07% | 2025-12-31 |
| 164 | Pathstone Holdings, LLC | 17,259 | $6.7M | 0.07% | 2025-12-31 |
| 165 | EP Wealth Advisors, LLC | 17,121 | $6.6M | 0.07% | 2025-12-31 |
| 166 | Ascent Wealth Partners, LLC | 17,043 | $6.6M | 0.07% | 2025-12-31 |
| 167 | BTC Capital Management, Inc. | 16,691 | $6.5M | 0.06% | 2025-12-31 |
| 168 | Gilbert & Cook, Inc. | 16,583 | $6.4M | 0.06% | 2025-12-31 |
| 169 | Winthrop Advisory Group LLC | 16,525 | $6.4M | 0.06% | 2025-12-31 |
| 170 | Sequoia Financial Advisors, LLC | 16,028 | $6.2M | 0.06% | 2025-12-31 |
| 171 | MISSION WEALTH MANAGEMENT, LP | 15,868 | $6.1M | 0.06% | 2025-12-31 |
| 172 | Aries Wealth Management | 15,294 | $5.9M | 0.06% | 2025-12-31 |
| 173 | Chicago Partners Investment Group LLC | 14,930 | $5.9M | 0.06% | 2025-12-31 |
| 174 | KLINGENSTEIN FIELDS & CO LP | 14,900 | $5.8M | 0.06% | 2025-12-31 |
| 175 | Midwest Professional Planners, LTD. | 14,722 | $5.7M | 0.06% | 2025-12-31 |
| 176 | Financial Council, LLC | 14,660 | $5.7M | 0.06% | 2025-12-31 |
| 177 | Valeo Financial Advisors, LLC | 14,607 | $5.7M | 0.06% | 2025-12-31 |
| 178 | COZAD ASSET MANAGEMENT INC | 14,606 | $5.7M | 0.06% | 2025-12-31 |
| 179 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 14,597 | $5.6M | 0.06% | 2025-12-31 |
| 180 | Private Advisor Group, LLC | 14,560 | $5.6M | 0.06% | 2025-12-31 |
| 181 | William Howard & Co Financial Advisors Inc | 14,271 | $5.5M | 0.05% | 2025-12-31 |
| 182 | TUDOR INVESTMENT CORP ET AL | 14,150 | $5.5M | 0.05% | 2025-12-31 |
| 183 | Silvercrest Asset Management Group LLC | 14,041 | $5.4M | 0.05% | 2025-12-31 |
| 184 | Summit Trail Advisors, LLC | 13,740 | $5.3M | 0.05% | 2025-12-31 |
| 185 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,600 | $5.3M | 0.05% | 2025-12-31 |
| 186 | Sowell Financial Services LLC | 13,544 | $5.2M | 0.05% | 2025-12-31 |
| 187 | Aquire Wealth Advisors, LLC | 13,402 | $5.2M | 0.05% | 2025-12-31 |
| 188 | Fiduciary Trust Co | 13,258 | $5.1M | 0.05% | 2025-12-31 |
| 189 | Greenline Partners, LLC | 13,244 | $5.1M | 0.05% | 2025-12-31 |
| 190 | MPS Loria Financial Planners, LLC | 12,719 | $4.9M | 0.05% | 2025-12-31 |
| 191 | LOWE BROCKENBROUGH & CO INC | 12,672 | $4.9M | 0.05% | 2025-12-31 |
| 192 | ANCHYRA PARTNERS LLC | 12,666 | $4.9M | 0.05% | 2025-12-31 |
| 193 | Savvy Advisors, Inc. | 12,581 | $4.9M | 0.05% | 2025-12-31 |
| 194 | Prime Capital Investment Advisors, LLC | 12,299 | $4.8M | 0.05% | 2025-12-31 |
| 195 | New Republic Capital, LLC | 12,255 | $4.7M | 0.05% | 2025-12-31 |
| 196 | Lutz Financial Services LLC | 12,175 | $4.7M | 0.05% | 2025-12-31 |
| 197 | Blue Fin Capital, Inc. | 12,174 | $4.7M | 0.05% | 2025-12-31 |
| 198 | Intelligence Driven Advisers, LLC | 11,825 | $4.6M | 0.04% | 2025-12-31 |
| 199 | SIMON QUICK ADVISORS, LLC | 11,405 | $4.4M | 0.04% | 2025-12-31 |
| 200 | Focus Partners Advisor Solutions, LLC | 11,293 | $4.4M | 0.04% | 2025-12-31 |
| 201 | Curi Capital, LLC | 11,278 | $4.4M | 0.04% | 2025-12-31 |
| 202 | TWIN FOCUS CAPITAL PARTNERS, LLC | 11,253 | $4.4M | 0.04% | 2025-12-31 |
| 203 | MAI Capital Management | 11,169 | $4.3M | 0.04% | 2025-12-31 |
| 204 | Wilmington Savings Fund Society, FSB | 10,978 | $4.2M | 0.04% | 2025-12-31 |
| 205 | NORDEN GROUP LLC | 10,954 | $4.2M | 0.04% | 2025-12-31 |
| 206 | First Heartland Consultants, Inc. | 10,873 | $4.2M | 0.04% | 2025-12-31 |
| 207 | IRONWOOD INVESTMENT MANAGEMENT LLC | 10,758 | $4.2M | 0.04% | 2025-12-31 |
| 208 | Equitable Holdings, Inc. | 10,701 | $4.1M | 0.04% | 2025-12-31 |
| 209 | Single Point Partners, LLC | 10,683 | $4.1M | 0.04% | 2025-12-31 |
| 210 | Chesapeake Wealth Management | 10,402 | $4.0M | 0.04% | 2025-12-31 |
| 211 | CERTUITY, LLC | 10,263 | $4.0M | 0.04% | 2025-12-31 |
| 212 | SAX WEALTH ADVISORS, LLC | 10,148 | $3.9M | 0.04% | 2025-12-31 |
| 213 | McClarren Financial Advisors, Inc. | 6,477 | $3.9M | 0.02% | 2025-12-31 |
| 214 | Zhang Financial LLC | 10,050 | $3.9M | 0.04% | 2025-12-31 |
| 215 | Stratos Wealth Partners, LTD. | 9,920 | $3.8M | 0.04% | 2025-12-31 |
| 216 | Sand Hill Global Advisors, LLC | 9,722 | $3.8M | 0.04% | 2025-12-31 |
| 217 | Alesco Advisors LLC | 9,608 | $3.7M | 0.04% | 2025-12-31 |
| 218 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 9,405 | $3.6M | 0.03% | 2025-12-31 |
| 219 | Institute for Wealth Management, LLC. | 9,363 | $3.6M | 0.03% | 2025-12-31 |
| 220 | Simmons Bank | 9,299 | $3.6M | 0.03% | 2025-12-31 |
| 221 | WASHINGTON TRUST Co | 9,249 | $3.6M | 0.03% | 2025-12-31 |
| 222 | Sterling Capital Management LLC | 9,245 | $3.6M | 0.03% | 2025-12-31 |
| 223 | Family Office Research LLC | 9,042 | $3.5M | 0.03% | 2025-12-31 |
| 224 | Lakeshore Financial Planning, Inc. | 9,106 | $3.5M | 0.03% | 2025-12-31 |
| 225 | Tolleson Wealth Management, Inc. | 9,066 | $3.5M | 0.03% | 2025-12-31 |
| 226 | CAHILL FINANCIAL ADVISORS INC | 9,023 | $3.5M | 0.03% | 2025-12-31 |
| 227 | Wedmont Private Capital | 8,855 | $3.5M | 0.03% | 2025-12-31 |
| 228 | Foundation Wealth Management, LLC\PA | 8,768 | $3.4M | 0.03% | 2025-12-31 |
| 229 | M&T Bank Corp | 8,757 | $3.4M | 0.03% | 2025-12-31 |
| 230 | Fiduciary Wealth Partners, LLC | 8,663 | $3.4M | 0.03% | 2025-12-31 |
| 231 | FIRST HAWAIIAN BANK | 8,506 | $3.3M | 0.03% | 2025-12-31 |
| 232 | WEALTHCARE CAPITAL MANAGEMENT LLC | 8,434 | $3.3M | 0.03% | 2025-12-31 |
| 233 | BOK Financial Private Wealth, Inc. | 8,374 | $3.2M | 0.03% | 2025-12-31 |
| 234 | BNP PARIBAS FINANCIAL MARKETS | 8,332 | $3.2M | 0.03% | 2025-12-31 |
| 235 | Integrated Advisors Network LLC | 8,223 | $3.2M | 0.03% | 2025-12-31 |
| 236 | MATRIX PRIVATE CAPITAL GROUP LLC | 8,190 | $3.2M | 0.03% | 2025-12-31 |
| 237 | Evelyn Partners Asset Management Ltd | 8,085 | $3.1M | 0.03% | 2025-12-31 |
| 238 | Chokshi & Queen Wealth Advisors, Inc | 7,966 | $3.1M | 0.03% | 2025-12-31 |
| 239 | NewEdge Wealth, LLC | 7,887 | $3.1M | 0.03% | 2025-12-31 |
| 240 | CITY HOLDING CO | 7,856 | $3.0M | 0.03% | 2025-12-31 |
| 241 | RENAISSANCE TECHNOLOGIES LLC | 7,680 | $3.0M | 0.03% | 2025-12-31 |
| 242 | Mosaic Advisors LLC | 7,603 | $2.9M | 0.03% | 2025-12-31 |
| 243 | Vise Technologies, Inc. | 7,581 | $2.9M | 0.03% | 2025-12-31 |
| 244 | PLANNING ALTERNATIVES LTD /ADV | 7,556 | $2.9M | 0.03% | 2025-12-31 |
| 245 | Stratos Wealth Advisors, LLC | 7,535 | $2.9M | 0.03% | 2025-12-31 |
| 246 | Financial Engines Advisors L.L.C. | 7,466 | $2.9M | 0.03% | 2025-12-31 |
| 247 | Clark Capital Management Group, Inc. | 7,365 | $2.8M | 0.03% | 2025-12-31 |
| 248 | FLPUTNAM INVESTMENT MANAGEMENT CO | 7,356 | $2.8M | 0.03% | 2025-12-31 |
| 249 | RENASANT BANK | 7,326 | $2.8M | 0.03% | 2025-12-31 |
| 250 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 7,273 | $2.8M | 0.03% | 2025-12-31 |
| 251 | JMG Financial Group, Ltd. | 7,267 | $2.8M | 0.03% | 2025-12-31 |
| 252 | PRUDENTIAL FINANCIAL INC | 6,980 | $2.7M | 0.02% | 2025-12-31 |
| 253 | XY Planning Network, Inc. | 6,990 | $2.7M | 0.02% | 2025-12-31 |
| 254 | Fonville Wealth Management LLC | 6,986 | $2.7M | 0.02% | 2025-12-31 |
| 255 | Badgley Phelps Wealth Managers, LLC | 6,776 | $2.6M | 0.02% | 2025-12-31 |
| 256 | WEALTHEDGE INVESTMENT ADVISORS, LLC | 6,724 | $2.6M | 0.02% | 2025-12-31 |
| 257 | IMA Advisory Services, Inc. | 6,690 | $2.6M | 0.02% | 2025-12-31 |
| 258 | Signature Resources Capital Management, LLC | 6,380 | $2.5M | 0.02% | 2025-12-31 |
| 259 | OXFORD FINANCIAL GROUP, LTD. LLC | 6,331 | $2.4M | 0.02% | 2025-12-31 |
| 260 | GeoWealth Management, LLC | 6,300 | $2.4M | 0.02% | 2025-12-31 |
| 261 | BROWN BROTHERS HARRIMAN & CO | 6,282 | $2.4M | 0.02% | 2025-12-31 |
| 262 | Meridian Financial Partners LLC | 6,194 | $2.4M | 0.02% | 2025-12-31 |
| 263 | OpenArc Corporate Advisory, LLC | 6,244 | $2.4M | 0.02% | 2025-12-31 |
| 264 | Modera Wealth Management, LLC | 6,229 | $2.4M | 0.02% | 2025-12-31 |
| 265 | OneAscent Financial Services LLC | 6,197 | $2.4M | 0.02% | 2025-12-31 |
| 266 | Portland Global Advisors LLC | 6,067 | $2.3M | 0.02% | 2025-12-31 |
| 267 | Dorsey & Whitney Trust CO LLC | 5,907 | $2.3M | 0.02% | 2025-12-31 |
| 268 | Rialto Wealth Management, LLC | 5,871 | $2.3M | 0.02% | 2025-12-31 |
| 269 | Avant Financial Advisors LLC | 5,838 | $2.3M | 0.02% | 2025-12-31 |
| 270 | Strategic Blueprint, LLC | 5,804 | $2.2M | 0.02% | 2025-12-31 |
| 271 | Yardley Wealth Management LLC | 5,759 | $2.2M | 0.02% | 2025-12-31 |
| 272 | Aptus Capital Advisors, LLC | 5,719 | $2.2M | 0.02% | 2025-12-31 |
| 273 | Nvest Financial, LLC | 5,706 | $2.2M | 0.02% | 2025-12-31 |
| 274 | Sigma Planning Corp | 5,599 | $2.2M | 0.02% | 2025-12-31 |
| 275 | Verum Partners LLC | 5,539 | $2.1M | 0.02% | 2025-12-31 |
| 276 | Castle Rock Wealth Management, LLC | 5,470 | $2.1M | 0.02% | 2025-12-31 |
| 277 | Garde Capital, Inc. | 5,502 | $2.1M | 0.02% | 2025-12-31 |
| 278 | Moisand Fitzgerald Tamayo, LLC | 5,500 | $2.1M | 0.02% | 2025-12-31 |
| 279 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 5,495 | $2.1M | 0.02% | 2025-12-31 |
| 280 | CENTRAL TRUST Co | 5,484 | $2.1M | 0.02% | 2025-12-31 |
| 281 | Independence Bank of Kentucky | 5,479 | $2.1M | 0.02% | 2025-12-31 |
| 282 | Wealth Architects, LLC | 5,430 | $2.1M | 0.02% | 2025-12-31 |
| 283 | Empowered Funds, LLC | 5,419 | $2.1M | 0.02% | 2025-12-31 |
| 284 | Cambria Investment Management, L.P. | 5,419 | $2.1M | 0.02% | 2025-12-31 |
| 285 | Heritage Financial Services, LLC | 5,232 | $2.0M | 0.02% | 2025-12-31 |
| 286 | BCS Private Wealth Management, Inc. | 5,211 | $2.0M | 0.02% | 2025-12-31 |
| 287 | XPONANCE, INC. | 5,181 | $2.0M | 0.02% | 2025-12-31 |
| 288 | High Probability Advisors, LLC | 5,180 | $2.0M | 0.02% | 2025-12-31 |
| 289 | McGlone Suttner Wealth Management, Inc. | 5,172 | $2.0M | 0.02% | 2025-12-31 |
| 290 | Bakala Capital LLC | 5,165 | $2.0M | 0.02% | 2025-12-31 |
| 291 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 5,147 | $2.0M | 0.02% | 2025-12-31 |
| 292 | &PARTNERS | 5,123 | $2.0M | 0.02% | 2025-12-31 |
| 293 | Pure Financial Advisors, LLC | 5,106 | $2.0M | 0.02% | 2025-12-31 |
| 294 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 5,093 | $2.0M | 0.02% | 2025-12-31 |
| 295 | MANCHESTER FINANCIAL INC | 5,051 | $2.0M | 0.02% | 2025-12-31 |
| 296 | waypoint wealth counsel | 5,050 | $2.0M | 0.02% | 2025-12-31 |
| 297 | CITADEL ADVISORS LLC | 5,000 | $1.9M | 0.02% | 2025-12-31 |
| 298 | Avidian Wealth Enterprises, LLC | 4,984 | $1.9M | 0.02% | 2025-12-31 |
| 299 | Dakota Wealth Management | 4,964 | $1.9M | 0.02% | 2025-12-31 |
| 300 | Ledyard National Bank | 4,911 | $1.9M | 0.02% | 2025-12-31 |
| 301 | QRG CAPITAL MANAGEMENT, INC. | 4,855 | $1.9M | 0.02% | 2025-12-31 |
| 302 | Jaffetilchin Investment Partners, LLC | 4,847 | $1.9M | 0.02% | 2025-12-31 |
| 303 | GUARDIAN WEALTH ADVISORS, LLC / NC | 4,813 | $1.9M | 0.02% | 2025-12-31 |
| 304 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 4,750 | $1.8M | 0.01% | 2025-12-31 |
| 305 | Pinnacle Financial Partners, Inc. | 4,684 | $1.8M | 0.01% | 2025-12-31 |
| 306 | Cohen Capital Management, Inc. | 4,637 | $1.8M | 0.01% | 2025-12-31 |
| 307 | Sanctuary Advisors, LLC | 4,617 | $1.8M | 0.01% | 2025-12-31 |
| 308 | GC Wealth Management RIA, LLC | 4,548 | $1.8M | 0.01% | 2025-12-31 |
| 309 | MONETA GROUP INVESTMENT ADVISORS LLC | 4,535 | $1.8M | 0.01% | 2025-12-31 |
| 310 | MOTIVE WEALTH ADVISORS | 4,508 | $1.7M | 0.01% | 2025-12-31 |
| 311 | SouthState Corp | 4,503 | $1.7M | 0.01% | 2025-12-31 |
| 312 | Timonier Family Office, LTD. | 4,468 | $1.7M | 0.01% | 2025-12-31 |
| 313 | BIP Wealth, LLC | 4,405 | $1.7M | 0.01% | 2025-12-31 |
| 314 | Dunhill Financial, LLC | 4,402 | $1.7M | 0.01% | 2025-12-31 |
| 315 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,377 | $1.7M | 0.01% | 2025-12-31 |
| 316 | CVA Family Office, LLC | 4,348 | $1.7M | 0.01% | 2025-12-31 |
| 317 | KilterHowling LLC | 4,306 | $1.7M | 0.01% | 2025-12-31 |
| 318 | Tennessee Valley Asset Management Partners | 4,249 | $1.6M | 0.01% | 2025-12-31 |
| 319 | Evercore Wealth Management, LLC | 4,232 | $1.6M | 0.01% | 2025-12-31 |
| 320 | Integrated Wealth Concepts LLC | 4,228 | $1.6M | 0.01% | 2025-12-31 |
| 321 | Wealthcare Advisory Partners LLC | 4,226 | $1.6M | 0.01% | 2025-12-31 |
| 322 | FULLER & THALER ASSET MANAGEMENT, INC. | 4,163 | $1.6M | 0.01% | 2025-12-31 |
| 323 | D.A. DAVIDSON & CO. | 4,162 | $1.6M | 0.01% | 2025-12-31 |
| 324 | New England Private Wealth Advisors LLC | 4,157 | $1.6M | 0.01% | 2025-12-31 |
| 325 | Midwest Trust Co | 4,123 | $1.6M | 0.01% | 2025-12-31 |
| 326 | 12th Street Asset Management Company, LLC | 4,049 | $1.6M | 0.01% | 2025-12-31 |
| 327 | Steward Partners Investment Advisory, LLC | 3,965 | $1.5M | 0.01% | 2025-12-31 |
| 328 | Well Done, LLC | 3,946 | $1.5M | 0.01% | 2025-12-31 |
| 329 | Chesley Taft & Associates LLC | 3,938 | $1.5M | 0.01% | 2025-12-31 |
| 330 | RFG - Bristol Wealth Advisors, LLC | 3,912 | $1.5M | 0.01% | 2025-12-31 |
| 331 | Abacus Planning Group, Inc. | 3,882 | $1.5M | 0.01% | 2025-12-31 |
| 332 | CANANDAIGUA NATIONAL BANK & TRUST CO | 3,860 | $1.5M | 0.01% | 2025-12-31 |
| 333 | MidWestOne Financial Group, Inc. | 3,856 | $1.5M | 0.01% | 2025-12-31 |
| 334 | Asset Dedication, LLC | 3,838 | $1.5M | 0.01% | 2025-12-31 |
| 335 | VISTA CAPITAL PARTNERS, INC. | 3,822 | $1.5M | 0.01% | 2025-12-31 |
| 336 | Sensible Money, LLC | 3,729 | $1.4M | 0.01% | 2025-12-31 |
| 337 | Firestone Capital Management | 3,726 | $1.4M | 0.01% | 2025-12-31 |
| 338 | Cambridge Financial Group, LLC | 3,707 | $1.4M | 0.01% | 2025-12-31 |
| 339 | KING LUTHER CAPITAL MANAGEMENT CORP | 3,719 | $1.4M | 0.01% | 2025-12-31 |
| 340 | Johnson Financial Group, Inc. | 3,716 | $1.4M | 0.01% | 2025-12-31 |
| 341 | AUGUSTINE ASSET MANAGEMENT INC | 3,714 | $1.4M | 0.01% | 2025-12-31 |
| 342 | Retirement Planning Group, LLC | 3,711 | $1.4M | 0.01% | 2025-12-31 |
| 343 | ETF Portfolio Partners, Inc. | 3,690 | $1.4M | 0.01% | 2025-12-31 |
| 344 | SilverOak Wealth Management LLC | 3,666 | $1.4M | 0.01% | 2025-12-31 |
| 345 | World Investment Advisors | 3,828 | $1.4M | 0.01% | 2025-12-31 |
| 346 | Indiana Trust & Investment Management Co | 3,547 | $1.4M | 0.01% | 2025-12-31 |
| 347 | Graves Light Lenhart Wealth, Inc. | 3,500 | $1.4M | 0.01% | 2025-12-31 |
| 348 | Stokes Family Office, LLC | 3,500 | $1.4M | 0.01% | 2025-12-31 |
| 349 | Wellspring Financial Advisors, LLC | 3,496 | $1.4M | 0.01% | 2025-12-31 |
| 350 | FineMark National Bank & Trust | 3,482 | $1.3M | 0.01% | 2025-12-31 |
| 351 | Crescent Grove Advisors, LLC | 3,433 | $1.3M | 0.01% | 2025-12-31 |
| 352 | Envestnet Portfolio Solutions, Inc. | 3,429 | $1.3M | 0.01% | 2025-12-31 |
| 353 | Bernardo Wealth Planning LLC | 3,411 | $1.3M | 0.01% | 2025-12-31 |
| 354 | Grove Bank & Trust | 3,400 | $1.3M | 0.01% | 2025-12-31 |
| 355 | JANE STREET GROUP, LLC | 3,400 | $1.3M | 0.01% | 2025-12-31 |
| 356 | Merit Financial Group, LLC | 3,399 | $1.3M | 0.01% | 2025-12-31 |
| 357 | Farther Finance Advisors, LLC | 3,390 | $1.3M | 0.01% | 2025-12-31 |
| 358 | Fort Sheridan Advisors LLC | 3,363 | $1.3M | 0.01% | 2025-12-31 |
| 359 | NAPLES GLOBAL ADVISORS, LLC | 3,348 | $1.3M | 0.01% | 2025-12-31 |
| 360 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 3,345 | $1.3M | 0.01% | 2025-12-31 |
| 361 | CAHABA WEALTH MANAGEMENT, INC. | 3,323 | $1.3M | 0.01% | 2025-12-31 |
| 362 | Atala Financial Inc | 3,319 | $1.3M | 0.01% | 2025-12-31 |
| 363 | XML Financial, LLC | 3,280 | $1.3M | 0.01% | 2025-12-31 |
| 364 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 3,270 | $1.3M | 0.01% | 2025-12-31 |
| 365 | GREAT VALLEY ADVISOR GROUP, INC. | 3,231 | $1.2M | 0.01% | 2025-12-31 |
| 366 | WESBANCO BANK INC | 3,229 | $1.2M | 0.01% | 2025-12-31 |
| 367 | Smith Salley Wealth Management | 3,221 | $1.2M | 0.01% | 2025-12-31 |
| 368 | SONATA CAPITAL GROUP INC | 3,210 | $1.2M | 0.01% | 2025-12-31 |
| 369 | Visionary Wealth Advisors | 3,205 | $1.2M | 0.01% | 2025-12-31 |
| 370 | Rossmore Private Capital | 3,199 | $1.2M | 0.01% | 2025-12-31 |
| 371 | Smartleaf Asset Management LLC | 3,160 | $1.2M | 0.01% | 2025-12-31 |
| 372 | GHP Investment Advisors, Inc. | 3,168 | $1.2M | 0.01% | 2025-12-31 |
| 373 | Callan Family Office, LLC | 3,156 | $1.2M | 0.01% | 2025-12-31 |
| 374 | Carter Financial Group, INC. | 3,115 | $1.2M | 0.01% | 2025-12-31 |
| 375 | Parcion Private Wealth LLC | 3,110 | $1.2M | 0.01% | 2025-12-31 |
| 376 | Sage Mountain Advisors LLC | 3,053 | $1.2M | 0.01% | 2025-12-31 |
| 377 | LWM Advisory Services, LLC | 3,040 | $1.2M | 0.01% | 2025-12-31 |
| 378 | E&G Advisors, LP | 3,002 | $1.2M | 0.01% | 2025-12-31 |
| 379 | CoreCap Advisors, LLC | 2,987 | $1.2M | 0.01% | 2025-12-31 |
| 380 | Frank, Rimerman Advisors LLC | 2,978 | $1.2M | 0.01% | 2025-12-31 |
| 381 | RWA WEALTH PARTNERS, LLC | 2,975 | $1.2M | 0.01% | 2025-12-31 |
| 382 | Beaumont Asset Management, L.L.C. | 2,945 | $1.1M | 0.01% | 2025-12-31 |
| 383 | Paulson Wealth Management Inc. | 2,938 | $1.1M | 0.01% | 2025-12-31 |
| 384 | CONDOR CAPITAL MANAGEMENT | 2,936 | $1.1M | 0.01% | 2025-12-31 |
| 385 | Safe Harbor Family Capital, LLC | 2,918 | $1.1M | 0.01% | 2025-12-31 |
| 386 | GREENWOOD CAPITAL ASSOCIATES LLC | 2,880 | $1.1M | 0.01% | 2025-12-31 |
| 387 | Glenview Trust co | 2,858 | $1.1M | 0.01% | 2025-12-31 |
| 388 | May Hill Capital, LLC | 2,854 | $1.1M | 0.01% | 2025-12-31 |
| 389 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,852 | $1.1M | 0.01% | 2025-12-31 |
| 390 | JOURNEY STRATEGIC WEALTH LLC | 2,818 | $1.1M | 0.01% | 2025-12-31 |
| 391 | Jackson Wealth Management, LLC | 2,801 | $1.1M | 0.01% | 2025-12-31 |
| 392 | NEUBERGER BERMAN GROUP LLC | 2,795 | $1.1M | 0.01% | 2025-12-31 |
| 393 | Dynamic Advisor Solutions LLC | 2,753 | $1.1M | 0.01% | 2025-12-31 |
| 394 | Sargent Investment Group, LLC | 2,749 | $1.1M | 0.01% | 2025-12-31 |
| 395 | SkyOak Wealth, LLC | 2,736 | $1.1M | 0.01% | 2025-12-31 |
| 396 | Aprio Wealth Management, LLC | 2,729 | $1.1M | 0.01% | 2025-12-31 |
| 397 | Allworth Financial LP | 2,729 | $1.0M | 0.01% | 2025-12-31 |
| 398 | Strategic Family Wealth Counselors, L.L.C. | 2,674 | $1.0M | 0.01% | 2025-12-31 |
| 399 | Soltis Investment Advisors LLC | 2,643 | $1.0M | 0.01% | 2025-12-31 |
| 400 | IFG Advisory, LLC | 2,624 | $1.0M | 0.01% | 2025-12-31 |
| 401 | Atria Investments, Inc | 2,616 | $1.0M | 0.01% | 2025-12-31 |
| 402 | Gallagher Fiduciary Advisors, LLC | 2,606 | $1.0M | 0.01% | 2025-12-31 |
| 403 | Wealth Management Partners, LLC | 2,587 | $1.0M | 0.01% | 2025-12-31 |
| 404 | Kovack Advisors, Inc. | 2,583 | $999.1K | 0.01% | 2025-12-31 |
| 405 | EVOKE WEALTH, LLC | 2,577 | $996.9K | 0.01% | 2025-12-31 |
| 406 | Waterloo Capital, L.P. | 2,573 | $995.4K | 0.01% | 2025-12-31 |
| 407 | KESTRA PRIVATE WEALTH SERVICES, LLC | 2,570 | $994.4K | 0.01% | 2025-12-31 |
| 408 | First Interstate Bank | 2,560 | $990.3K | 0.01% | 2025-12-31 |
| 409 | Quadrant Private Wealth Management, LLC | 2,550 | $986.5K | 0.01% | 2025-12-31 |
| 410 | London & Capital Asset Management Ltd | 2,526 | $977.0K | 0.01% | 2025-12-31 |
| 411 | NESTEGG ADVISORS, INC. | 2,497 | $966.0K | 0.01% | 2025-12-31 |
| 412 | Coyle Financial Counsel LLC | 2,460 | $951.7K | 0.01% | 2025-12-31 |
| 413 | KEB ASSET MANAGEMENT, LLC | 2,452 | $948.6K | 0.01% | 2025-12-31 |
| 414 | J.W. COLE ADVISORS, INC. | 4,221 | $939.9K | 0.01% | 2025-12-31 |
| 415 | COLDSTREAM CAPITAL MANAGEMENT INC | 2,401 | $928.8K | 0.01% | 2025-12-31 |