CUSIP 464288356
ISHARES TR
334 institutions · $2.59B total · 45,658,897 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8,440,029 | $485.0M | 18.48% | 2025-12-31 |
| 2 | Wealthfront Advisers LLC | 5,109,731 | $293.6M | 11.19% | 2025-12-31 |
| 3 | FMR LLC | 1,906,426 | $109.5M | 4.17% | 2025-12-31 |
| 4 | MORGAN STANLEY | 1,789,209 | $102.8M | 3.91% | 2025-12-31 |
| 5 | Facet Wealth, Inc. | 1,497,857 | $86.6M | 3.28% | 2025-12-31 |
| 6 | BAILARD, INC. | 1,439,125 | $82.7M | 3.15% | 2025-12-31 |
| 7 | EP Wealth Advisors, LLC | 1,170,981 | $67.3M | 2.56% | 2025-12-31 |
| 8 | SYON CAPITAL LLC | 1,147,763 | $66.0M | 2.51% | 2025-12-31 |
| 9 | LPL Financial LLC | 989,482 | $56.9M | 2.16% | 2025-12-31 |
| 10 | BANK OF AMERICA CORP /DE/ | 900,129 | $51.7M | 1.97% | 2025-12-31 |
| 11 | Mariner, LLC | 833,576 | $47.9M | 1.82% | 2025-12-31 |
| 12 | TIAA TRUST, NATIONAL ASSOCIATION | 679,364 | $39.0M | 1.48% | 2025-12-31 |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | 549,343 | $31.6M | 1.20% | 2025-12-31 |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 542,590 | $31.2M | 1.18% | 2025-12-31 |
| 15 | UBS Group AG | 536,879 | $30.8M | 1.17% | 2025-12-31 |
| 16 | Opes Wealth Management LLC | 438,978 | $25.2M | 0.96% | 2025-12-31 |
| 17 | WELLS FARGO & COMPANY/MN | 432,976 | $24.9M | 0.94% | 2025-12-31 |
| 18 | JPMORGAN CHASE & CO | 417,095 | $24.0M | 0.91% | 2025-12-31 |
| 19 | Cetera Investment Advisers | 378,057 | $21.7M | 0.82% | 2025-12-31 |
| 20 | ASSETMARK, INC | 372,882 | $21.4M | 0.81% | 2025-12-31 |
| 21 | Manhattan West Asset Management, LLC | 363,294 | $20.9M | 0.79% | 2025-12-31 |
| 22 | Steward Partners Investment Advisory, LLC | 361,333 | $20.8M | 0.79% | 2025-12-31 |
| 23 | Envestnet Portfolio Solutions, Inc. | 359,418 | $20.7M | 0.78% | 2025-12-31 |
| 24 | Royal Bank of Canada | 357,608 | $20.5M | 0.78% | 2025-12-31 |
| 25 | CAPTRUST FINANCIAL ADVISORS | 351,386 | $20.2M | 0.76% | 2025-12-31 |
| 26 | FIRST FOUNDATION ADVISORS | 348,609 | $20.0M | 0.76% | 2025-12-31 |
| 27 | Focus Partners Wealth | 343,954 | $19.8M | 0.75% | 2025-12-31 |
| 28 | ALLIANCEBERNSTEIN L.P. | 338,177 | $19.4M | 0.74% | 2025-12-31 |
| 29 | RWA WEALTH PARTNERS, LLC | 312,497 | $18.0M | 0.68% | 2025-12-31 |
| 30 | Orin Green Financial, LLC | 307,027 | $17.6M | 0.67% | 2025-12-31 |
| 31 | SEI INVESTMENTS CO | 306,723 | $17.6M | 0.67% | 2025-12-31 |
| 32 | GUGGENHEIM CAPITAL LLC | 292,659 | $16.8M | 0.64% | 2025-12-31 |
| 33 | Slow Capital, Inc. | 281,447 | $16.2M | 0.61% | 2025-12-31 |
| 34 | West Wealth Group, LLC | 273,799 | $15.7M | 0.59% | 2025-12-31 |
| 35 | Affinity Capital Advisors, LLC | 269,594 | $15.5M | 0.59% | 2025-12-31 |
| 36 | AMERIPRISE FINANCIAL INC | 259,093 | $14.9M | 0.56% | 2025-12-31 |
| 37 | MYECFO, LLC | 251,202 | $14.4M | 0.55% | 2025-12-31 |
| 38 | Cerity Partners LLC | 251,278 | $14.4M | 0.55% | 2025-12-31 |
| 39 | BlackRock, Inc. | 237,581 | $13.7M | 0.52% | 2025-12-31 |
| 40 | Atlas Legacy Advisors, LLC | 213,047 | $12.2M | 0.46% | 2025-12-31 |
| 41 | Creative Planning | 205,771 | $11.8M | 0.45% | 2025-12-31 |
| 42 | Brio Consultants, LLC | 198,177 | $11.4M | 0.43% | 2025-12-31 |
| 43 | AXXCESS WEALTH MANAGEMENT, LLC | 195,887 | $11.3M | 0.42% | 2025-12-31 |
| 44 | Rinkey Investments | 193,681 | $11.1M | 0.42% | 2025-12-31 |
| 45 | Pure Financial Advisors, LLC | 189,269 | $10.9M | 0.41% | 2025-12-31 |
| 46 | Navalign, LLC | 187,112 | $10.8M | 0.40% | 2025-12-31 |
| 47 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 165,517 | $9.5M | 0.36% | 2025-12-31 |
| 48 | RiverFront Investment Group, LLC | 158,992 | $9.1M | 0.34% | 2025-12-31 |
| 49 | Wedmont Private Capital | 157,426 | $9.1M | 0.34% | 2025-12-31 |
| 50 | OSAIC HOLDINGS, INC. | 155,363 | $8.9M | 0.34% | 2025-12-31 |
| 51 | BANK OF MONTREAL /CAN/ | 148,170 | $8.5M | 0.32% | 2025-12-31 |
| 52 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 141,313 | $8.1M | 0.30% | 2025-12-31 |
| 53 | JANE STREET GROUP, LLC | 140,940 | $8.1M | 0.30% | 2025-12-31 |
| 54 | RAYMOND JAMES FINANCIAL INC | 134,513 | $7.7M | 0.29% | 2025-12-31 |
| 55 | Farther Finance Advisors, LLC | 131,601 | $7.6M | 0.28% | 2025-12-31 |
| 56 | Certus Wealth Management, LLC | 127,232 | $7.3M | 0.27% | 2025-09-30 |
| 57 | COMMONWEALTH EQUITY SERVICES, LLC | 124,553 | $7.2M | 0.27% | 2025-12-31 |
| 58 | JONES FINANCIAL COMPANIES LLLP | 123,280 | $7.1M | 0.27% | 2025-12-31 |
| 59 | OneDigital Investment Advisors LLC | 123,145 | $7.1M | 0.26% | 2025-12-31 |
| 60 | Sanctuary Advisors, LLC | 121,131 | $7.0M | 0.26% | 2025-12-31 |
| 61 | Garde Capital, Inc. | 119,008 | $6.8M | 0.26% | 2025-12-31 |
| 62 | Beacon Pointe Advisors, LLC | 115,794 | $6.7M | 0.25% | 2025-12-31 |
| 63 | RENAISSANCE TECHNOLOGIES LLC | 112,600 | $6.5M | 0.24% | 2025-12-31 |
| 64 | MML INVESTORS SERVICES, LLC | 103,391 | $5.9M | 0.22% | 2025-12-31 |
| 65 | FIRST AMERICAN TRUST, FSB | 102,103 | $5.9M | 0.22% | 2025-12-31 |
| 66 | THRYVE WEALTH MANAGEMENT LLC | 101,461 | $5.8M | 0.22% | 2025-12-31 |
| 67 | Strive Asset Management, LLC | 100,564 | $5.7M | 0.22% | 2025-09-30 |
| 68 | Ducere Wealth Management LLC | 97,471 | $5.6M | 0.21% | 2025-12-31 |
| 69 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 97,601 | $5.6M | 0.21% | 2025-12-31 |
| 70 | DEUTSCHE BANK AG\ | 96,380 | $5.5M | 0.21% | 2025-12-31 |
| 71 | US BANCORP \DE\ | 93,495 | $5.4M | 0.20% | 2025-12-31 |
| 72 | Client First Capital LLC | 92,578 | $5.3M | 0.20% | 2025-12-31 |
| 73 | SILVER OAK WEALTH ADVISORS SERVICES, LLC | 92,457 | $5.3M | 0.20% | 2025-12-31 |
| 74 | Fullerton Advisors, LLC | 87,491 | $5.0M | 0.19% | 2025-12-31 |
| 75 | Columbia Bank | 80,826 | $4.6M | 0.17% | 2025-12-31 |
| 76 | NDWM LLC | 80,755 | $4.6M | 0.17% | 2025-12-31 |
| 77 | Freestone Capital Holdings, LLC | 77,771 | $4.5M | 0.17% | 2025-12-31 |
| 78 | Sand Hill Global Advisors, LLC | 75,301 | $4.3M | 0.16% | 2025-12-31 |
| 79 | CHOREO, LLC | 74,962 | $4.3M | 0.16% | 2025-12-31 |
| 80 | MISSION WEALTH MANAGEMENT, LP | 74,424 | $4.3M | 0.16% | 2025-12-31 |
| 81 | Prime Capital Investment Advisors, LLC | 73,898 | $4.2M | 0.16% | 2025-12-31 |
| 82 | EHRLICH FINANCIAL GROUP | 68,904 | $4.0M | 0.15% | 2025-12-31 |
| 83 | Elmwood Wealth Management, Inc. | 68,040 | $3.9M | 0.14% | 2025-12-31 |
| 84 | Omega Financial Group, LLC | 67,616 | $3.9M | 0.14% | 2025-12-31 |
| 85 | COMERICA BANK | 66,054 | $3.8M | 0.14% | 2025-12-31 |
| 86 | Summit Trail Advisors, LLC | 65,718 | $3.8M | 0.14% | 2025-12-31 |
| 87 | Westfuller Advisors, LLC | 65,421 | $3.8M | 0.14% | 2025-12-31 |
| 88 | HighTower Advisors, LLC | 64,951 | $3.7M | 0.14% | 2025-12-31 |
| 89 | BNP PARIBAS FINANCIAL MARKETS | 64,855 | $3.7M | 0.14% | 2025-12-31 |
| 90 | Traveka Wealth, LLC | 63,533 | $3.7M | 0.13% | 2025-12-31 |
| 91 | Apella Capital, LLC | 62,703 | $3.6M | 0.13% | 2025-12-31 |
| 92 | Compound Planning, Inc. | 62,518 | $3.6M | 0.13% | 2025-12-31 |
| 93 | Stonehage Fleming Financial Services Holdings Ltd | 62,258 | $3.6M | 0.13% | 2025-12-31 |
| 94 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 61,904 | $3.6M | 0.13% | 2025-12-31 |
| 95 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 60,613 | $3.5M | 0.13% | 2025-09-30 |
| 96 | Valmark Advisers, Inc. | 56,287 | $3.2M | 0.12% | 2025-12-31 |
| 97 | MAI Capital Management | 55,603 | $3.2M | 0.12% | 2025-12-31 |
| 98 | Warren Street Wealth Advisors, LLC | 54,431 | $3.1M | 0.11% | 2025-12-31 |
| 99 | One Capital Management, LLC | 54,118 | $3.1M | 0.11% | 2025-12-31 |
| 100 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 53,487 | $3.1M | 0.11% | 2025-12-31 |
| 101 | CONQUIS FINANCIAL LLC | 52,167 | $3.0M | 0.11% | 2025-12-31 |
| 102 | WHITTIER TRUST CO | 50,940 | $2.9M | 0.11% | 2025-12-31 |
| 103 | DeDora Capital, Inc. | 49,163 | $2.8M | 0.10% | 2025-12-31 |
| 104 | 21 West Wealth Management LLC | 49,124 | $2.8M | 0.10% | 2025-12-31 |
| 105 | Heritage Wealth Management, Inc. /CA/ | 48,987 | $2.8M | 0.10% | 2025-12-31 |
| 106 | Quantinno Capital Management LP | 47,703 | $2.7M | 0.10% | 2025-12-31 |
| 107 | BANK OF STOCKTON | 47,371 | $2.7M | 0.10% | 2025-12-31 |
| 108 | SteelPeak Wealth, LLC | 45,660 | $2.6M | 0.10% | 2025-12-31 |
| 109 | GOULD ASSET MANAGEMENT LLC /CA/ | 45,315 | $2.6M | 0.09% | 2025-12-31 |
| 110 | Ashton Thomas Private Wealth, LLC | 45,314 | $2.6M | 0.09% | 2025-12-31 |
| 111 | WealthCollab, LLC | 43,968 | $2.5M | 0.09% | 2025-12-31 |
| 112 | McIlrath & Eck, LLC | 43,767 | $2.5M | 0.09% | 2025-12-31 |
| 113 | Destination Wealth Management | 43,565 | $2.5M | 0.09% | 2025-12-31 |
| 114 | Gerber Kawasaki Wealth & Investment Management | 41,114 | $2.4M | 0.09% | 2025-12-31 |
| 115 | Merit Financial Group, LLC | 40,746 | $2.3M | 0.08% | 2025-12-31 |
| 116 | Westside Investment Management, Inc. | 40,486 | $2.3M | 0.08% | 2025-12-31 |
| 117 | JOURNEY STRATEGIC WEALTH LLC | 40,294 | $2.3M | 0.08% | 2025-12-31 |
| 118 | Ballast Rock Private Wealth LLC | 40,165 | $2.3M | 0.08% | 2025-12-31 |
| 119 | FF Advisors,LLC | 40,123 | $2.3M | 0.08% | 2025-12-31 |
| 120 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 39,244 | $2.3M | 0.08% | 2025-12-31 |
| 121 | Empower Advisory Group, LLC | 37,042 | $2.1M | 0.08% | 2025-12-31 |
| 122 | GOLDMAN SACHS GROUP INC | 35,344 | $2.0M | 0.07% | 2025-12-31 |
| 123 | Savvy Advisors, Inc. | 34,150 | $2.0M | 0.07% | 2025-12-31 |
| 124 | Vise Technologies, Inc. | 34,016 | $2.0M | 0.07% | 2025-12-31 |
| 125 | Values Added Financial LLC | 33,665 | $1.9M | 0.07% | 2025-12-31 |
| 126 | IEQ CAPITAL, LLC | 33,501 | $1.9M | 0.07% | 2025-12-31 |
| 127 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 33,171 | $1.9M | 0.07% | 2025-12-31 |
| 128 | Leisure Capital Management | 32,714 | $1.9M | 0.07% | 2025-12-31 |
| 129 | Corient Private Wealth LLC | 32,168 | $1.8M | 0.07% | 2025-12-31 |
| 130 | WESPAC Advisors SoCal, LLC | 31,896 | $1.8M | 0.06% | 2025-12-31 |
| 131 | EVERGREEN CAPITAL MANAGEMENT LLC | 31,834 | $1.8M | 0.06% | 2025-12-31 |
| 132 | SimpliFi, Inc. | 31,693 | $1.8M | 0.06% | 2025-12-31 |
| 133 | EVOLVE PRIVATE WEALTH, LLC | 31,045 | $1.8M | 0.06% | 2025-12-31 |
| 134 | Bell Investment Advisors, Inc | 29,901 | $1.7M | 0.06% | 2025-12-31 |
| 135 | NewEdge Advisors, LLC | 29,813 | $1.7M | 0.06% | 2025-12-31 |
| 136 | FORONJY FINANCIAL LLC | 29,574 | $1.7M | 0.06% | 2025-12-31 |
| 137 | Allspring Global Investments Holdings, LLC | 28,506 | $1.6M | 0.06% | 2025-12-31 |
| 138 | Running Point Capital Advisors, LLC | 28,265 | $1.6M | 0.06% | 2025-12-31 |
| 139 | Curtis Advisory Group, LLC | 27,180 | $1.6M | 0.05% | 2025-12-31 |
| 140 | STIFEL FINANCIAL CORP | 26,976 | $1.6M | 0.05% | 2025-12-31 |
| 141 | Towerpoint Wealth, LLC | 26,972 | $1.5M | 0.05% | 2025-12-31 |
| 142 | McNaughton Wealth Management, LLC | 26,694 | $1.5M | 0.05% | 2025-12-31 |
| 143 | Global Retirement Partners, LLC | 26,672 | $1.5M | 0.05% | 2025-12-31 |
| 144 | FIDUCIARY FINANCIAL GROUP, LLC | 26,591 | $1.5M | 0.05% | 2025-12-31 |
| 145 | Rockefeller Capital Management L.P. | 26,142 | $1.5M | 0.05% | 2025-12-31 |
| 146 | Parallel Advisors, LLC | 25,917 | $1.5M | 0.05% | 2025-12-31 |
| 147 | Creative Capital Management Investments LLC | 24,873 | $1.4M | 0.05% | 2025-12-31 |
| 148 | WealthPlan Investment Management, LLC | 24,619 | $1.4M | 0.05% | 2025-12-31 |
| 149 | Hennion & Walsh Asset Management, Inc. | 24,004 | $1.4M | 0.05% | 2025-12-31 |
| 150 | DAVIDSON INVESTMENT ADVISORS | 23,437 | $1.3M | 0.05% | 2025-12-31 |
| 151 | Wealthspire Advisors, LLC | 23,271 | $1.3M | 0.05% | 2025-12-31 |
| 152 | Kestra Advisory Services, LLC | 23,261 | $1.3M | 0.05% | 2025-12-31 |
| 153 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 23,016 | $1.3M | 0.05% | 2025-12-31 |
| 154 | Perennial Investment Advisors, LLC | 22,945 | $1.3M | 0.05% | 2025-12-31 |
| 155 | Spinnaker Investment Group, LLC | 22,005 | $1.3M | 0.04% | 2025-12-31 |
| 156 | HCR Wealth Advisors | 21,361 | $1.2M | 0.04% | 2025-12-31 |
| 157 | Clark Asset Management, LLC | 21,132 | $1.2M | 0.04% | 2025-12-31 |
| 158 | Smartleaf Asset Management LLC | 20,876 | $1.2M | 0.04% | 2025-12-31 |
| 159 | Johnson Bixby & Associates, LLC | 20,582 | $1.2M | 0.04% | 2025-12-31 |
| 160 | CITADEL ADVISORS LLC | 20,534 | $1.2M | 0.04% | 2025-12-31 |
| 161 | Allworth Financial LP | 20,316 | $1.2M | 0.04% | 2025-12-31 |
| 162 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20,054 | $1.2M | 0.04% | 2025-12-31 |
| 163 | IFC Advisors LLC | 19,151 | $1.1M | 0.04% | 2025-12-31 |
| 164 | Tillman Hartley LLC | 19,126 | $1.1M | 0.04% | 2025-12-31 |
| 165 | Wealthcare Advisory Partners LLC | 18,877 | $1.1M | 0.04% | 2025-12-31 |
| 166 | APS Management Group, Inc. | 18,321 | $1.1M | 0.04% | 2025-12-31 |
| 167 | Integrated Wealth Concepts LLC | 18,311 | $1.1M | 0.04% | 2025-12-31 |
| 168 | Strategic Financial Services, Inc. | 17,880 | $1.0M | 0.03% | 2025-12-31 |
| 169 | SFE Investment Counsel | 4,000 | $1.0M | 0.00% | 2025-12-31 |
| 170 | Roof Eidam Maycock Peralta, LLC | 17,867 | $1.0M | 0.03% | 2025-12-31 |
| 171 | Williams & Novak, LLC | 17,586 | $1.0M | 0.03% | 2025-12-31 |
| 172 | Laird Norton Wetherby Trust Company, LLC | 17,405 | $1.0M | 0.03% | 2025-12-31 |
| 173 | Impact Investors, Inc | 16,172 | $929.2K | 0.03% | 2025-12-31 |
| 174 | Argyle Capital Partners, LLC | 15,888 | $912.9K | 0.03% | 2025-12-31 |
| 175 | LifeWealth Investments, LLC | 15,806 | $908.2K | 0.03% | 2025-12-31 |
| 176 | Greykasell Wealth Strategies, Inc. | 15,232 | $875.2K | 0.03% | 2025-12-31 |
| 177 | Lido Advisors, LLC | 15,166 | $865.1K | 0.03% | 2025-12-31 |
| 178 | Itau Unibanco Holding S.A. | 14,817 | $851.4K | 0.03% | 2025-12-31 |
| 179 | SAGESPRING WEALTH PARTNERS, LLC | 14,698 | $844.5K | 0.03% | 2025-12-31 |
| 180 | Portfolio Design Labs, LLC | 14,537 | $835.3K | 0.03% | 2025-12-31 |
| 181 | INSTRUMENTAL WEALTH, LLC | 13,581 | $792.7K | 0.02% | 2025-12-31 |
| 182 | BRASADA CAPITAL MANAGEMENT, LP | 13,510 | $776.8K | 0.02% | 2025-12-31 |
| 183 | Keystone Global Partners, LLC | 13,210 | $759.0K | 0.02% | 2025-12-31 |
| 184 | Two West Capital Advisors LLC | 13,137 | $754.9K | 0.02% | 2025-12-31 |
| 185 | Shira Ridge Wealth Management | 13,103 | $752.9K | 0.02% | 2025-12-31 |
| 186 | MATTERN CAPITAL MANAGEMENT, LLC | 12,925 | $742.7K | 0.02% | 2025-12-31 |
| 187 | Climber Capital SA | 12,660 | $724.5K | 0.02% | 2025-12-31 |
| 188 | Integrity Investment Advisors, LLC | 12,257 | $704.3K | 0.02% | 2025-12-31 |
| 189 | BROWN ADVISORY INC | 12,058 | $692.9K | 0.02% | 2025-12-31 |
| 190 | Miracle Mile Advisors, LLC | 12,043 | $692.0K | 0.02% | 2025-12-31 |
| 191 | CLUNE & ASSOCIATES, LTD. | 12,013 | $690.3K | 0.02% | 2025-12-31 |
| 192 | Engineers Gate Manager LP | 11,816 | $678.9K | 0.02% | 2025-12-31 |
| 193 | True Link Financial Advisors, LLC | 11,810 | $678.6K | 0.02% | 2025-12-31 |
| 194 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 11,807 | $678.4K | 0.02% | 2025-12-31 |
| 195 | Boltwood Capital Management | 11,705 | $672.6K | 0.02% | 2025-12-31 |
| 196 | CAPITAL INSIGHT PARTNERS, LLC | 11,585 | $665.7K | 0.02% | 2025-12-31 |
| 197 | Investment Advisory Group, LLC | 11,400 | $655.0K | 0.02% | 2025-12-31 |
| 198 | GC Wealth Management RIA, LLC | 10,979 | $630.9K | 0.02% | 2025-12-31 |
| 199 | VERITY Wealth Advisors | 10,915 | $627.2K | 0.02% | 2025-12-31 |
| 200 | Moss Adams Wealth Advisors LLC | 10,882 | $625.3K | 0.02% | 2025-12-31 |
| 201 | Diversified Portfolios, Inc. | 10,611 | $609.7K | 0.02% | 2025-12-31 |
| 202 | Trace Wealth Advisors, LLC | 10,452 | $600.6K | 0.02% | 2025-12-31 |
| 203 | Crestwood Advisors Group, LLC | 10,392 | $597.1K | 0.02% | 2025-12-31 |
| 204 | Avantax Planning Partners, Inc. | 10,267 | $589.9K | 0.02% | 2025-12-31 |
| 205 | Pacific Capital Wealth Advisors, Inc. | 9,828 | $564.7K | 0.02% | 2025-12-31 |
| 206 | SmartHarvest Portfolios, LLC | 9,796 | $562.9K | 0.02% | 2025-12-31 |
| 207 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 9,665 | $555.4K | 0.02% | 2025-12-31 |
| 208 | Dynamic Advisor Solutions LLC | 9,646 | $554.3K | 0.02% | 2025-12-31 |
| 209 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 9,260 | $532.1K | 0.02% | 2025-12-31 |
| 210 | TWIN PEAKS WEALTH ADVISORS, LLC | 8,965 | $519.6K | 0.01% | 2025-12-31 |
| 211 | Savant Capital, LLC | 8,931 | $513.2K | 0.01% | 2025-12-31 |
| 212 | Northeast Financial Group, Inc. | 8,807 | $506.1K | 0.01% | 2025-12-31 |
| 213 | Hamilton Wealth, LLC | 8,667 | $498.0K | 0.01% | 2025-12-31 |
| 214 | CIBC Private Wealth Group LLC | 8,650 | $497.0K | 0.01% | 2025-12-31 |
| 215 | Life Planning Partners, Inc | 8,337 | $479.0K | 0.01% | 2025-12-31 |
| 216 | TME FINANCIAL, INC. | 8,241 | $473.5K | 0.01% | 2025-12-31 |
| 217 | Stordahl Capital Management, Inc. | 8,208 | $471.6K | 0.01% | 2025-12-31 |
| 218 | Modern Wealth Management, LLC | 8,203 | $471.3K | 0.01% | 2025-12-31 |
| 219 | Caliber Wealth Management, LLC / KS | 8,164 | $469.1K | 0.01% | 2025-12-31 |
| 220 | Nautilus Advisors LLC | 7,850 | $451.1K | 0.01% | 2025-12-31 |
| 221 | Meridian Wealth Management, LLC | 7,820 | $449.3K | 0.01% | 2025-12-31 |
| 222 | Baird Financial Group, Inc. | 7,792 | $447.7K | 0.01% | 2025-12-31 |
| 223 | Invera Wealth Advisors, LLC | 7,782 | $447.2K | 0.01% | 2025-12-31 |
| 224 | ECLECTIC ASSOCIATES INC /ADV | 7,598 | $436.6K | 0.01% | 2025-12-31 |
| 225 | Chesley Taft & Associates LLC | 7,375 | $423.8K | 0.01% | 2025-12-31 |
| 226 | MILLENNIUM MANAGEMENT LLC | 7,242 | $416.1K | 0.01% | 2025-12-31 |
| 227 | ALTFEST L J & CO INC | 7,145 | $410.6K | 0.01% | 2025-12-31 |
| 228 | Fisher Asset Management, LLC | 7,127 | $409.5K | 0.01% | 2025-12-31 |
| 229 | Sowell Financial Services LLC | 7,113 | $408.7K | 0.01% | 2025-12-31 |
| 230 | Stratos Investment Management, LLC | 7,013 | $403.0K | 0.01% | 2025-12-31 |
| 231 | North Berkeley Wealth Management, LLC | 6,970 | $400.5K | 0.01% | 2025-12-31 |
| 232 | ASL Financial, LLC | 6,970 | $400.5K | 0.01% | 2025-12-31 |
| 233 | Summit Wealth Group, LLC | 6,849 | $393.5K | 0.01% | 2025-12-31 |
| 234 | RHS Financial, LLC | 6,778 | $389.5K | 0.01% | 2025-12-31 |
| 235 | HILL ISLAND FINANCIAL LLC | 6,760 | $388.4K | 0.01% | 2025-12-31 |
| 236 | VERUS WEALTH MANAGEMENT, LLC | 6,700 | $385.0K | 0.01% | 2025-12-31 |
| 237 | PRIVATE TRUST CO NA | 6,596 | $379.0K | 0.01% | 2025-12-31 |
| 238 | OPPENHEIMER & CO INC | 6,454 | $370.8K | 0.01% | 2025-12-31 |
| 239 | Golden State Wealth Management, LLC | 6,363 | $365.6K | 0.01% | 2025-12-31 |
| 240 | Whitegate Investment Counselors, Inc. | 6,350 | $364.9K | 0.01% | 2025-12-31 |
| 241 | Trilogy Capital Inc. | 6,315 | $362.9K | 0.01% | 2025-12-31 |
| 242 | HIGHLINE WEALTH PARTNERS LLC | 6,306 | $362.3K | 0.01% | 2025-12-31 |
| 243 | Fortitude Financial, LLC | 6,272 | $360.4K | 0.01% | 2025-12-31 |
| 244 | DeLarme Wealth Management, Inc. | 6,070 | $348.8K | 0.01% | 2025-12-31 |
| 245 | Three Bridge Wealth Advisors, LLC | 6,042 | $347.2K | 0.01% | 2025-12-31 |
| 246 | Quadrant Private Wealth Management, LLC | 6,027 | $346.3K | 0.01% | 2025-12-31 |
| 247 | Carnegie Investment Counsel | 6,015 | $345.6K | 0.01% | 2025-12-31 |
| 248 | Neumann Capital Management, LLC | 6,000 | $344.8K | 0.01% | 2025-12-31 |
| 249 | Ledyard National Bank | 6,000 | $344.8K | 0.01% | 2025-12-31 |
| 250 | Wise Wealth Partners | 5,891 | $338.5K | 0.01% | 2025-12-31 |
| 251 | Focus Partners Advisor Solutions, LLC | 5,839 | $335.5K | 0.01% | 2025-12-31 |
| 252 | Fort Point Capital Partners LLC | 5,745 | $332.5K | 0.01% | 2025-12-31 |
| 253 | SageView Advisory Group, LLC | 5,601 | $321.8K | 0.01% | 2025-12-31 |
| 254 | Safeguard Investment Advisory Group, LLC | 5,496 | $315.8K | 0.01% | 2025-12-31 |
| 255 | Equitable Holdings, Inc. | 5,486 | $315.2K | 0.01% | 2025-12-31 |
| 256 | Werba Rubin Papier Wealth Management | 5,402 | $310.4K | 0.01% | 2025-12-31 |
| 257 | Apeiron RIA LLC | 5,220 | $301.5K | 0.01% | 2025-12-31 |
| 258 | GAMMA Investing LLC | 5,150 | $295.9K | 0.01% | 2025-12-31 |
| 259 | Falcon Wealth Planning | 5,116 | $294.0K | 0.01% | 2025-12-31 |
| 260 | Van Hulzen Asset Management, LLC | 5,060 | $290.7K | 0.01% | 2025-12-31 |
| 261 | IMPACTfolio, LLC | 5,012 | $288.0K | 0.01% | 2025-12-31 |
| 262 | GTS SECURITIES LLC | 4,968 | $285.5K | 0.01% | 2025-12-31 |
| 263 | EXENCIAL WEALTH ADVISORS, LLC | 4,742 | $272.5K | 0.01% | 2025-12-31 |
| 264 | Emergent Wealth Advisors, LLC | 4,735 | $272.1K | 0.01% | 2025-12-31 |
| 265 | NFP Retirement, Inc. | 4,727 | $271.6K | 0.01% | 2025-12-31 |
| 266 | Cherry Tree Wealth Management, LLC | 4,658 | $267.6K | 0.01% | 2025-12-31 |
| 267 | HB Wealth Management, LLC | 4,491 | $258.1K | 0.00% | 2025-12-31 |
| 268 | FLC Capital Advisors | 4,426 | $254.3K | 0.00% | 2025-12-31 |
| 269 | VIRTUE ASSET MANAGEMENT LLC | 4,400 | $252.8K | 0.00% | 2025-12-31 |
| 270 | CITIGROUP INC | 4,400 | $252.8K | 0.00% | 2025-12-31 |
| 271 | Elyxium Wealth, LLC | 4,333 | $249.0K | 0.00% | 2025-12-31 |
| 272 | Southland Equity Partners LLC | 4,318 | $248.1K | 0.00% | 2025-12-31 |
| 273 | MEMBERS WEALTH LLC | 4,274 | $247.0K | 0.00% | 2025-12-31 |
| 274 | FLPUTNAM INVESTMENT MANAGEMENT CO | 4,193 | $240.9K | 0.00% | 2025-12-31 |
| 275 | SONATA CAPITAL GROUP INC | 4,185 | $240.5K | 0.00% | 2025-12-31 |
| 276 | PFG Advisors | 4,108 | $236.0K | 0.00% | 2025-12-31 |
| 277 | Tidemark, LLC | 4,076 | $234.2K | 0.00% | 2025-12-31 |
| 278 | Retirement Planning Group, LLC | 4,070 | $233.9K | 0.00% | 2025-12-31 |
| 279 | Sharper & Granite LLC | 4,020 | $231.0K | 0.00% | 2025-12-31 |
| 280 | Intelligence Driven Advisers, LLC | 3,917 | $225.1K | 0.00% | 2025-12-31 |
| 281 | Perigon Wealth Management, LLC | 3,892 | $223.6K | 0.00% | 2025-12-31 |
| 282 | NORTHERN TRUST CORP | 3,825 | $219.8K | 0.00% | 2025-12-31 |
| 283 | Orion Porfolio Solutions, LLC | 3,751 | $215.5K | 0.00% | 2025-12-31 |
| 284 | Sherman Asset Management, Inc. | 3,744 | $215.1K | 0.00% | 2025-12-31 |
| 285 | Morton Capital Management LLC/CA | 3,690 | $212.0K | 0.00% | 2025-12-31 |
| 286 | LongView Asset Management LLC | 3,605 | $207.1K | 0.00% | 2025-12-31 |
| 287 | TLWM | 3,556 | $204.3K | 0.00% | 2025-12-31 |
| 288 | Golden State Equity Partners | 3,550 | $204.0K | 0.00% | 2025-12-31 |
| 289 | Qube Research & Technologies Ltd | 3,381 | $194.3K | 0.00% | 2025-12-31 |
| 290 | CARDIFF PARK ADVISORS, LLC | 3,064 | $176.1K | 0.00% | 2025-12-31 |
| 291 | Integrity Financial Corp /WA | 2,667 | $153.2K | 0.00% | 2025-12-31 |
| 292 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,376 | $136.5K | 0.00% | 2025-12-31 |
| 293 | Root Financial Partners, LLC | 2,314 | $133.0K | 0.00% | 2025-12-31 |
| 294 | CREATIVE FINANCIAL DESIGNS INC /ADV | 2,100 | $120.7K | 0.00% | 2025-12-31 |
| 295 | Larson Financial Group LLC | 1,671 | $96.0K | 0.00% | 2025-12-31 |
| 296 | Legacy Wealth Managment, LLC/ID | 1,602 | $92.1K | 0.00% | 2025-12-31 |
| 297 | ANGELES WEALTH MANAGEMENT, LLC | 1,500 | $86.2K | 0.00% | 2025-12-31 |
| 298 | Painted Porch Advisors LLC | 1,487 | $84.8K | 0.00% | 2025-12-31 |
| 299 | ST GERMAIN D J CO INC | 1,450 | $83.3K | 0.00% | 2025-12-31 |
| 300 | Geneos Wealth Management Inc. | 1,415 | $81.3K | 0.00% | 2025-12-31 |
| 301 | AdvisorNet Financial, Inc | 1,250 | $71.8K | 0.00% | 2025-12-31 |
| 302 | RICHARDS, MERRILL & PETERSON, INC. | 1,225 | $70.4K | 0.00% | 2025-12-31 |
| 303 | Ares Financial Consulting, LLC | 1,165 | $66.9K | 0.00% | 2025-12-31 |
| 304 | Ameritas Investment Partners, Inc. | 1,144 | $65.7K | 0.00% | 2025-12-31 |
| 305 | OPTIMA CAPITAL LLC | 877 | $50.4K | 0.00% | 2025-12-31 |
| 306 | Crewe Advisors LLC | 875 | $50.3K | 0.00% | 2025-12-31 |
| 307 | ROTHSCHILD INVESTMENT LLC | 750 | $43.1K | 0.00% | 2025-12-31 |
| 308 | Aptus Capital Advisors, LLC | 704 | $40.5K | 0.00% | 2025-12-31 |
| 309 | Asset Planning,Inc | 700 | $40.2K | 0.00% | 2025-12-31 |
| 310 | Rosenberg Matthew Hamilton | 518 | $29.8K | 0.00% | 2025-12-31 |
| 311 | AlphaCore Capital LLC | 501 | $28.8K | 0.00% | 2025-12-31 |
| 312 | BALLAST ADVISORS LLC | 410 | $23.6K | 0.00% | 2025-12-31 |
| 313 | EverSource Wealth Advisors, LLC | 360 | $20.7K | 0.00% | 2025-12-31 |
| 314 | KERR FINANCIAL PLANNING Corp | 355 | $20.6K | 0.00% | 2025-12-31 |
| 315 | PNC Financial Services Group, Inc. | 351 | $20.2K | 0.00% | 2025-12-31 |
| 316 | WFA of San Diego, LLC | 254 | $14.6K | 0.00% | 2025-12-31 |
| 317 | Biltmore Family Office, LLC | 244 | $14.0K | 0.00% | 2025-12-31 |
| 318 | Betterment LLC | 231,306 | $13.3K | 0.50% | 2025-12-31 |
| 319 | Financial Connections Group, Inc. | 157,352 | $9.0K | 0.34% | 2025-12-31 |
| 320 | Physician Wealth Advisors, Inc. | 156 | $9.0K | 0.00% | 2025-12-31 |
| 321 | CWM, LLC | 129,031 | $7.4K | 0.28% | 2025-12-31 |
| 322 | Align Financial, LLC | 6,321 | $6.3K | 0.01% | 2025-12-31 |
| 323 | Signature Resources Capital Management, LLC | 60 | $3.4K | 0.00% | 2025-12-31 |
| 324 | Longview Financial Advisors LLC | 45 | $2.6K | 0.00% | 2025-12-31 |
| 325 | Horizon Investments, LLC | 43 | $2.5K | 0.00% | 2025-12-31 |
| 326 | Team Financial Group, LLC | 33 | $1.9K | 0.00% | 2025-12-31 |
| 327 | WEDBUSH SECURITIES INC | 31,953 | $1.8K | 0.06% | 2025-12-31 |
| 328 | AE Wealth Management LLC | 14 | $804 | 0.00% | 2025-12-31 |
| 329 | Aspen Investment Management Inc | 12,410 | $713 | 0.02% | 2025-12-31 |
| 330 | Cambridge Investment Research Advisors, Inc. | 11,884 | $683 | 0.02% | 2025-12-31 |
| 331 | Measured Wealth Private Client Group, LLC | 6 | $345 | 0.00% | 2025-12-31 |
| 332 | Main Management LLC | 1,953 | $112 | 0.00% | 2025-12-31 |
| 333 | CX Institutional | 1,126 | $65 | 0.00% | 2025-12-31 |
| 334 | Winthrop Capital Management, LLC | 242 | $14 | 0.00% | 2025-12-31 |