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DJI49,168.04-0.13%
XLE56.72-0.12%
STOXX50E5,860.32-0.39%
XLF51.820.05%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,789.750.10%
GSPC7,173.960.12%
Temp30°C
UV10.4
Feels34.8°C
Humidity62%
Wind12.2 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time2:49 PM
CUSIP 464288885

ISHARES TR

410 institutions · $6.11B total · 53,887,847 shares

#ManagerSharesValue% of TotalPeriod
1JONES FINANCIAL COMPANIES LLLP3,813,242$434.4M7.07%2025-12-31
2ENVESTNET ASSET MANAGEMENT INC2,658,743$302.9M4.93%2025-12-31
3MORGAN STANLEY2,608,613$297.2M4.84%2025-12-31
4NOMURA ASSET MANAGEMENT INTERNATIONAL INC.2,374,486$270.5M4.40%2025-12-31
5LPL Financial LLC2,156,644$245.7M4.00%2025-12-31
6JPMORGAN CHASE & CO1,257,926$143.3M2.33%2025-12-31
7BANK OF AMERICA CORP /DE/1,228,893$139.9M2.28%2025-12-31
8US BANCORP \DE\1,032,750$117.7M1.91%2025-12-31
9FMR LLC1,003,310$114.3M1.86%2025-12-31
10Cetera Investment Advisers980,611$111.7M1.81%2025-12-31
11UBS Group AG865,462$98.6M1.60%2025-12-31
12PNC Financial Services Group, Inc.857,674$97.7M1.59%2025-12-31
13AMERIPRISE FINANCIAL INC760,649$86.7M1.41%2025-12-31
14Sanctuary Advisors, LLC685,448$76.8M1.27%2025-12-31
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC668,195$76.1M1.23%2025-12-31
16NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO661,270$75.3M1.22%2025-12-31
17TIAA TRUST, NATIONAL ASSOCIATION640,754$73.0M1.18%2025-12-31
18Focus Partners Wealth631,968$72.0M1.17%2025-12-31
19Quent Long Short Global Small Cap Fund, LP546,864$62.3M1.01%2025-12-31
20Quent Capital, LLC546,864$62.3M1.01%2025-12-31
21SOFI WEALTH, LLC528,835$60.2M0.98%2025-12-31
22AE Wealth Management LLC513,788$58.5M0.95%2025-12-31
23WELLS FARGO & COMPANY/MN494,705$56.4M0.91%2025-12-31
24MONETA GROUP INVESTMENT ADVISORS LLC478,795$54.5M0.88%2025-12-31
25Financial Synergies Wealth Advisors, Inc.466,895$53.2M0.86%2025-12-31
26FAS Wealth Partners, Inc.457,586$52.1M0.84%2025-12-31
27Baker Avenue Asset Management, LP450,800$51.4M0.83%2025-12-31
28Beacon Pointe Advisors, LLC438,424$49.9M0.81%2025-12-31
29Dynasty Wealth Management, LLC434,249$49.5M0.80%2025-12-31
30Royal Bank of Canada422,457$48.1M0.78%2025-12-31
31GOLDMAN SACHS GROUP INC418,633$47.7M0.77%2025-12-31
32COMMONWEALTH EQUITY SERVICES, LLC408,287$46.5M0.75%2025-12-31
33MML INVESTORS SERVICES, LLC390,383$44.5M0.72%2025-12-31
34Koss-Olinger Consulting, LLC360,727$41.1M0.66%2025-12-31
35Federation des caisses Desjardins du Quebec335,392$38.2M0.62%2025-12-31
36Octavia Wealth Advisors, LLC325,165$37.0M0.60%2025-12-31
37RAYMOND JAMES FINANCIAL INC318,446$36.3M0.59%2025-12-31
38BOKF, NA316,764$36.1M0.58%2025-12-31
39Corient Private Wealth LLC328,302$35.5M0.60%2025-12-31
40Mariner, LLC302,227$34.4M0.56%2025-12-31
41UMB Bank, n.a.289,600$33.0M0.53%2025-12-31
42M&T Bank Corp278,626$31.7M0.51%2025-12-31
43OSAIC HOLDINGS, INC.274,386$31.3M0.50%2025-12-31
44Meridian Wealth Partners, LLC268,250$30.6M0.49%2025-12-31
45CARY STREET PARTNERS FINANCIAL LLC265,096$30.2M0.49%2025-12-31
46CAPTRUST FINANCIAL ADVISORS264,135$30.1M0.49%2025-12-31
47CHOREO, LLC248,791$28.5M0.46%2025-12-31
48Kestra Advisory Services, LLC247,201$28.2M0.45%2025-12-31
49NBT BANK N A /NY239,840$27.3M0.44%2025-12-31
50Bank of New York Mellon Corp237,067$27.0M0.43%2025-12-31
51HighTower Advisors, LLC224,963$25.6M0.41%2025-12-31
52Cresset Asset Management, LLC224,092$25.5M0.41%2025-12-31
53Lido Advisors, LLC210,089$23.9M0.38%2025-12-31
54Itau Unibanco Holding S.A.207,557$23.6M0.38%2025-12-31
55Covenant Partners, LLC205,602$23.4M0.38%2025-12-31
56Merit Financial Group, LLC204,967$23.3M0.38%2025-12-31
57WALLER FINANCIAL PLANNING GROUP, INC199,115$22.7M0.36%2025-12-31
58Cassaday & Co Wealth Management LLC197,944$22.5M0.36%2025-12-31
59RTD Financial Advisors, Inc.193,560$22.1M0.35%2025-12-31
60OneDigital Investment Advisors LLC185,598$21.1M0.34%2025-12-31
61EP Wealth Advisors, LLC181,912$20.7M0.33%2025-12-31
62BANK OF MONTREAL /CAN/181,326$20.7M0.33%2025-12-31
63Savvy Advisors, Inc.178,301$20.3M0.33%2025-12-31
64Shakespeare Wealth Management, LLC176,025$20.1M0.32%2025-12-31
65JANE STREET GROUP, LLC173,279$19.7M0.32%2025-12-31
66FIRST NATIONAL BANK OF OMAHA167,878$19.2M0.31%2025-12-31
67MERCER GLOBAL ADVISORS INC /ADV164,523$18.7M0.30%2025-12-31
68STALEY CAPITAL ADVISERS INC164,092$18.7M0.30%2025-12-31
69WEALTH ENHANCEMENT ADVISORY SERVICES, LLC153,034$18.1M0.28%2025-12-31
70Empirical Financial Services, LLC d.b.a. Empirical Wealth Management156,095$17.8M0.28%2025-12-31
71Creative Planning152,036$17.3M0.28%2025-12-31
72MA Private Wealth150,767$17.2M0.27%2025-12-31
73JOHNSON INVESTMENT COUNSEL INC148,873$17.0M0.27%2025-12-31
74Seneca Financial Advisors LLC146,792$16.7M0.27%2025-12-31
75Affinity Capital Advisors, LLC143,393$16.3M0.26%2025-12-31
76Integrated Wealth Concepts LLC143,335$16.3M0.26%2025-12-31
77KESTRA PRIVATE WEALTH SERVICES, LLC138,105$15.7M0.25%2025-12-31
78Wakefield Asset Management LLLP137,148$15.6M0.25%2025-12-31
79NewEdge Advisors, LLC134,703$15.3M0.24%2025-12-31
80STIFEL FINANCIAL CORP133,296$15.2M0.24%2025-12-31
81PRUDENTIAL FINANCIAL INC123,403$14.1M0.22%2025-12-31
82Waverly Advisors, LLC122,422$13.9M0.22%2025-12-31
83Bedel Financial Consulting, Inc.122,227$13.9M0.22%2025-12-31
84Kingdom Financial Group LLC.119,632$13.6M0.22%2025-12-31
85Aventus Investment Advisors, Inc.116,604$13.3M0.21%2025-12-31
86Pathstone Holdings, LLC116,463$13.3M0.21%2025-12-31
87Envestnet Portfolio Solutions, Inc.115,588$13.2M0.21%2025-12-31
88RWA WEALTH PARTNERS, LLC115,451$13.2M0.21%2025-12-31
89Checchi Capital Advisers, LLC114,480$13.0M0.21%2025-12-31
90Baird Financial Group, Inc.111,902$12.7M0.20%2025-12-31
91&PARTNERS111,822$12.7M0.20%2025-12-31
92GREENLEAF TRUST109,593$12.5M0.20%2025-12-31
93Farther Finance Advisors, LLC109,308$12.5M0.20%2025-12-31
94REGIMEN WEALTH, LLC107,914$12.3M0.20%2025-12-31
95Cardinal Strategic Wealth Guidance107,748$12.3M0.19%2025-12-31
96TRUIST FINANCIAL CORP102,935$11.7M0.19%2025-12-31
97Pinnacle Financial Partners, Inc.101,857$11.6M0.18%2025-12-31
98Foundations Investment Advisors, LLC94,856$10.8M0.17%2025-12-31
99Ashton Thomas Private Wealth, LLC91,524$10.4M0.16%2025-12-31
100Avior Wealth Management, LLC91,490$10.4M0.16%2025-12-31
101Cerro Pacific Wealth Advisors LLC90,330$10.3M0.16%2025-12-31
102Icon Wealth Advisors, LLC88,997$10.1M0.16%2025-12-31
103Mill Creek Capital Advisors, LLC88,862$10.1M0.16%2025-12-31
104SUSQUEHANNA INTERNATIONAL GROUP, LLP88,433$10.1M0.16%2025-12-31
105Prosperity Consulting Group, LLC87,933$10.0M0.16%2025-12-31
106COURIER CAPITAL LLC87,610$10.0M0.16%2025-12-31
107Marks Group Wealth Management, Inc83,658$9.5M0.15%2025-12-31
108LifeWealth Investments, LLC83,165$9.5M0.15%2025-12-31
109Meeder Advisory Services, Inc.82,337$9.4M0.15%2025-12-31
110HOWARD BAILEY SECURITIES, LLC82,112$9.4M0.15%2025-12-31
111BLAIR WILLIAM & CO/IL81,438$9.3M0.15%2025-12-31
112FINANCIAL LIFE ADVISORS80,524$9.2M0.14%2025-12-31
113Key Financial Inc79,902$9.1M0.14%2025-12-31
114LODESTAR PRIVATE ASSET MANAGEMENT LLC79,549$9.1M0.14%2025-12-31
115Eagle Strategies LLC79,274$9.0M0.14%2025-12-31
116INTEGRITY ALLIANCE, LLC.79,069$9.0M0.14%2025-12-31
117Fortis Capital Advisors, LLC78,975$9.0M0.14%2025-12-31
118Belpointe Asset Management LLC78,975$9.0M0.14%2025-12-31
119Cranbrook Wealth Management, LLC78,869$9.0M0.14%2025-12-31
120CITIGROUP INC77,609$8.8M0.14%2025-12-31
121FRANKLIN RESOURCES INC76,705$8.7M0.14%2025-12-31
122Orion Porfolio Solutions, LLC72,881$8.3M0.13%2025-12-31
123Wealthquest Corp72,595$8.3M0.13%2025-12-31
124Cerity Partners LLC72,013$8.3M0.13%2025-12-31
125CLIENT 1ST ADVISORY GROUP, LLC71,324$8.1M0.13%2025-12-31
126TRUST CO OF TOLEDO NA /OH/69,196$7.9M0.12%2025-12-31
127Procyon Advisors, LLC66,305$7.6M0.12%2025-12-31
128EQ LLC65,097$7.4M0.12%2025-12-31
129Equitable Holdings, Inc.64,915$7.4M0.12%2025-12-31
130Ancora Advisors LLC64,101$7.3M0.11%2025-12-31
131SAGESPRING WEALTH PARTNERS, LLC262,188$7.3M0.48%2025-12-31
132Pinnacle Wealth Planning Services, Inc.63,803$7.3M0.11%2025-12-31
133Washington Trust Bank63,004$7.2M0.11%2025-12-31
134CFS Investment Advisory Services, LLC62,382$7.1M0.11%2025-12-31
135Parkside Financial Bank & Trust62,196$7.1M0.11%2025-12-31
136GLENMEDE TRUST CO NA62,110$7.1M0.11%2025-12-31
137Keebeck Wealth Management60,619$6.9M0.11%2025-12-31
138U.S. Capital Wealth Advisors, LLC59,454$6.8M0.11%2025-12-31
139FORTE ASSET MANAGEMENT LLC59,404$6.8M0.11%2025-12-31
140Jasper Ridge Partners, L.P.59,403$6.8M0.11%2025-12-31
141Sterling Capital Management LLC59,324$6.8M0.11%2025-12-31
142ELEVATION POINT WEALTH PARTNERS, LLC64,975$6.6M0.12%2025-12-31
143Callan Family Office, LLC57,020$6.5M0.10%2025-12-31
144Nicholas Hoffman & Company, LLC.56,363$6.4M0.10%2025-12-31
145NorthRock Partners, LLC56,325$6.4M0.10%2025-12-31
146Rockefeller Capital Management L.P.55,597$6.3M0.10%2025-12-31
147Stratos Wealth Partners, LTD.55,425$6.3M0.10%2025-12-31
148Simplicity Wealth,LLC54,444$6.2M0.10%2025-12-31
149Focus Financial Network, Inc.54,067$6.2M0.10%2025-12-31
150Strategic Blueprint, LLC53,540$6.1M0.09%2025-12-31
151Smartleaf Asset Management LLC52,647$6.0M0.09%2025-12-31
152One Wealth Advisors, LLC52,629$6.0M0.09%2025-12-31
153J.W. COLE ADVISORS, INC.56,479$5.9M0.10%2025-12-31
154West Wealth Group, LLC51,709$5.9M0.09%2025-12-31
155NORRIS PERNE & FRENCH LLP/MI51,513$5.9M0.09%2025-12-31
156PERSONAL CFO SOLUTIONS, LLC51,249$5.8M0.09%2025-12-31
157Revolve Wealth Partners, LLC51,102$5.8M0.09%2025-12-31
158Austin Private Wealth, LLC50,154$5.7M0.09%2025-12-31
1591900 WEALTH MANAGEMENT LLC50,024$5.7M0.09%2025-12-31
160Kathmere Capital Management, LLC49,761$5.7M0.09%2025-12-31
161BEAM WEALTH ADVISORS, INC.49,074$5.6M0.09%2025-12-31
162IHT Wealth Management, LLC48,079$5.5M0.08%2025-12-31
163NewEdge Wealth, LLC47,880$5.5M0.08%2025-12-31
164COMMERCE BANK47,455$5.4M0.08%2025-12-31
165Valmark Advisers, Inc.45,738$5.2M0.08%2025-12-31
166BOK Financial Private Wealth, Inc.44,882$5.1M0.08%2025-12-31
167NORTHERN TRUST CORP44,723$5.1M0.08%2025-12-31
168SOA Wealth Advisors, LLC.44,105$5.0M0.08%2025-12-31
169Private Advisor Group, LLC43,612$5.0M0.08%2025-12-31
170Silvercrest Asset Management Group LLC43,296$4.9M0.08%2025-12-31
171CONDOR CAPITAL MANAGEMENT42,809$4.9M0.07%2025-12-31
172Addison Capital Co42,731$4.9M0.07%2025-12-31
173Dorsey & Whitney Trust CO LLC42,199$4.8M0.07%2025-12-31
174Aptus Capital Advisors, LLC42,004$4.8M0.07%2025-12-31
175CENTRAL TRUST Co41,655$4.7M0.07%2025-12-31
176Mosley Wealth Management40,611$4.7M0.07%2025-12-31
177Breakwater Capital Group41,115$4.7M0.07%2025-12-31
178Johnson Financial Group, Inc.41,070$4.7M0.07%2025-12-31
179First Pacific Financial40,829$4.7M0.07%2025-12-31
180Sterling Financial Planning, Inc.40,778$4.6M0.07%2025-12-31
181ABOUND FINANCIAL, LLC40,623$4.6M0.07%2025-12-31
182LIBERTY WEALTH MANAGEMENT LLC40,615$4.6M0.07%2025-12-31
183DIVERSIFIED MANAGEMENT INC40,349$4.6M0.07%2025-12-31
184Meramec Financial Planners, LLC38,235$4.6M0.07%2025-12-31
185Harbor Group, Inc.39,490$4.5M0.07%2025-12-31
186Fiduciary Trust Co39,147$4.5M0.07%2025-12-31
187McAdam, LLC39,130$4.5M0.07%2025-12-31
188Berger Financial Group, Inc38,670$4.4M0.07%2025-12-31
189Hofer & Associates. Inc38,503$4.4M0.07%2025-12-31
190Dominguez Wealth Management Solutions, Inc.37,764$4.3M0.07%2025-12-31
191Sharkey, Howes & Javer37,723$4.3M0.07%2025-12-31
192Yukon Wealth Management, Inc.36,230$4.3M0.06%2025-12-31
193Steward Partners Investment Advisory, LLC37,274$4.2M0.06%2025-12-31
194Geneos Wealth Management Inc.36,418$4.1M0.06%2025-12-31
195KICKSTAND VENTURES, LLC.36,189$4.1M0.06%2025-12-31
196NBC SECURITIES, INC.35,710$4.1M0.06%2025-12-31
197CoreCap Advisors, LLC35,477$4.0M0.06%2025-12-31
198Sagace Wealth Management LLC35,272$4.0M0.06%2025-12-31
199Omega Financial Group, LLC35,126$4.0M0.06%2025-12-31
200KINGSWOOD WEALTH ADVISORS, LLC35,008$4.0M0.06%2025-12-31
201MMA ASSET MANAGEMENT LLC34,772$4.0M0.06%2025-12-31
202McKinley Carter Wealth Services, Inc.34,207$3.9M0.06%2025-12-31
203IFP Advisors, Inc33,628$3.8M0.06%2025-12-31
204B. Riley Wealth Advisors, Inc.33,421$3.8M0.06%2025-12-31
205Net Worth Advisory Group33,287$3.8M0.06%2025-12-31
206Maia Wealth LLC30,769$3.7M0.05%2025-12-31
207NFP Retirement, Inc.32,404$3.7M0.06%2025-12-31
208Hoxton Planning & Management, LLC32,292$3.7M0.05%2025-12-31
209BankPlus Wealth Management LLC32,287$3.7M0.05%2025-12-31
210Mutual Advisors, LLC32,198$3.7M0.05%2025-12-31
211CreativeOne Wealth, LLC32,048$3.7M0.05%2025-12-31
212ShoreHaven Wealth Partners, LLC31,312$3.6M0.05%2025-12-31
213COMERICA BANK31,196$3.6M0.05%2025-12-31
214Angeles Investment Advisors, LLC30,610$3.5M0.05%2025-12-31
215JOURNEY STRATEGIC WEALTH LLC30,457$3.5M0.05%2025-12-31
216Ascent Group, LLC30,438$3.5M0.05%2025-12-31
217Atria Investments, Inc30,152$3.4M0.05%2025-12-31
218Midwest Capital Advisors, LLC29,977$3.4M0.05%2025-12-31
219Forthright Family Wealth Advisory LLC29,846$3.4M0.05%2025-12-31
220Cypress Wealth Services, LLC29,831$3.4M0.05%2025-12-31
221Empire Life Investments Inc.29,800$3.4M0.05%2025-12-31
222Quantinno Capital Management LP29,690$3.4M0.05%2025-12-31
223Patten Group, Inc.29,078$3.3M0.05%2025-12-31
224MGO ONE SEVEN LLC28,786$3.3M0.05%2025-12-31
225Savant Capital, LLC28,778$3.3M0.05%2025-12-31
226Perigon Wealth Management, LLC28,271$3.2M0.05%2025-12-31
227Disciplined Investments, LLC27,928$3.2M0.05%2025-12-31
228JNBA Financial Advisors27,856$3.2M0.05%2025-12-31
229Apollon Wealth Management, LLC27,701$3.2M0.05%2025-12-31
230Vise Technologies, Inc.27,482$3.1M0.05%2025-12-31
231M1 Capital Management LLC27,273$3.1M0.05%2025-12-31
232Wealthspire Advisors, LLC26,879$3.1M0.04%2025-12-31
233NAVELLIER & ASSOCIATES INC26,633$3.0M0.04%2025-12-31
234CARY STREET PARTNERS INVESTMENT ADVISORY LLC26,603$3.0M0.04%2025-12-31
235TSA Wealth Managment LLC26,569$3.0M0.04%2025-12-31
236Timmons Wealth Management, LLC26,332$3.0M0.04%2025-12-31
237Affiance Financial, LLC26,274$3.0M0.04%2025-12-31
238HUNTINGTON NATIONAL BANK26,254$3.0M0.04%2025-12-31
239Concorde Asset Management, LLC25,970$3.0M0.04%2025-12-31
240STOCK YARDS BANK & TRUST CO25,331$2.9M0.04%2025-12-31
241Quotient Wealth Partners, LLC24,917$2.8M0.04%2025-12-31
242EVOKE WEALTH, LLC24,873$2.8M0.04%2025-12-31
243FIRST AMERICAN TRUST, FSB24,855$2.8M0.04%2025-12-31
244GTS SECURITIES LLC24,554$2.8M0.04%2025-12-31
245Ifrah Financial Services, Inc.24,465$2.8M0.04%2025-12-31
246Sovran Advisors, LLC22,877$2.7M0.04%2025-12-31
247Van Hulzen Asset Management, LLC23,785$2.7M0.04%2025-12-31
248Carnegie Investment Counsel23,726$2.7M0.04%2025-12-31
249W ADVISORS, LLC23,705$2.7M0.04%2025-12-31
250AMERICAN FINANCIAL & TAX STRATEGIES INC23,606$2.7M0.04%2025-12-31
251Financial Engines Advisors L.L.C.23,488$2.7M0.04%2025-12-31
252LiftPoint Family Wealth Advisors LLC23,412$2.7M0.04%2025-12-31
253RENAISSANCE TECHNOLOGIES LLC23,400$2.7M0.04%2025-12-31
254VestGen Advisors, LLC23,328$2.7M0.04%2025-12-31
255Foundation Wealth Management, LLC23,116$2.6M0.04%2025-12-31
256WATERSHED PRIVATE WEALTH LLC23,092$2.6M0.04%2025-12-31
257KMG FIDUCIARY PARTNERS, LLC22,721$2.6M0.04%2025-12-31
258PATTON ALBERTSON MILLER GROUP, LLC22,688$2.6M0.04%2025-12-31
259Integrity Advisory Solutions, LLC22,514$2.6M0.04%2025-12-31
260CAHILL FINANCIAL ADVISORS INC22,450$2.6M0.04%2025-12-31
261Barden Capital Management, Inc.22,432$2.6M0.04%2025-12-31
262Shum Financial Group, Inc.22,426$2.6M0.04%2025-12-31
263TD PRIVATE CLIENT WEALTH LLC22,395$2.6M0.04%2025-12-31
264 NEUBERGER BERMAN GROUP LLC22,285$2.5M0.04%2025-12-31
265Focus Partners Advisor Solutions, LLC22,268$2.5M0.04%2025-12-31
266Kilter Group LLC22,006$2.5M0.04%2025-12-31
267InvesTrust21,745$2.5M0.04%2025-12-31
268Key Capital Management, INC21,382$2.4M0.03%2025-12-31
269World Investment Advisors25,935$2.4M0.04%2025-12-31
270VANCE WEALTH, LLC21,177$2.4M0.03%2025-12-31
271Cornerstone Financial Management LLC21,046$2.4M0.03%2025-12-31
272Avestar Capital, LLC21,025$2.4M0.03%2025-12-31
273AQR CAPITAL MANAGEMENT LLC20,911$2.4M0.03%2025-12-31
274Clear Creek Financial Management, LLC20,870$2.4M0.03%2025-12-31
275Jacksonville Wealth Management, LLC20,761$2.4M0.03%2025-12-31
276FLAGSHIP HARBOR ADVISORS, LLC23,002$2.4M0.04%2025-12-31
277Verdence Capital Advisors LLC20,618$2.3M0.03%2025-12-31
278D.A. DAVIDSON & CO.20,511$2.3M0.03%2025-12-31
279Snowden Capital Advisors LLC20,432$2.3M0.03%2025-12-31
280Tanglewood Wealth Management, Inc.20,372$2.3M0.03%2025-12-31
281Stonebrook Private Inc.20,144$2.3M0.03%2025-12-31
282MARKET STREET WEALTH MANAGEMENT ADVISORS LLC20,098$2.3M0.03%2025-12-31
283ONE Advisory Partners, LLC19,983$2.3M0.03%2025-12-31
284Summit Financial, LLC19,549$2.2M0.03%2025-12-31
285One Capital Management, LLC19,390$2.2M0.03%2025-12-31
286Cannon Financial Strategists, Inc.19,114$2.2M0.03%2025-12-31
287GREAT VALLEY ADVISOR GROUP, INC.19,002$2.2M0.03%2025-12-31
288Compound Planning, Inc.18,900$2.2M0.03%2025-12-31
289OPPENHEIMER & CO INC18,833$2.1M0.03%2025-12-31
290Embree Financial Group18,334$2.1M0.03%2025-12-31
291Penobscot Investment Management Company, Inc.18,252$2.1M0.03%2025-12-31
292MKD WEALTH COACHES, LLC18,176$2.1M0.03%2025-12-31
293Lansing Street Advisors17,976$2.0M0.03%2025-12-31
294Global Retirement Partners, LLC17,909$2.0M0.03%2025-12-31
295Emergent Wealth Advisors, LLC21,031$2.0M0.03%2025-12-31
296Visionary Wealth Advisors17,743$2.0M0.03%2025-12-31
297ARK & TLK INVESTMENTS, LLC17,490$2.0M0.03%2025-12-31
298Keel Point, LLC17,367$2.0M0.03%2025-12-31
299Quadrature Capital Ltd17,322$2.0M0.03%2025-12-31
300FARMERS & MERCHANTS TRUST Co OF LONG BEACH17,204$2.0M0.03%2025-12-31
301Axis Wealth Partners, LLC17,156$2.0M0.03%2025-12-31
302Allegheny Financial Group16,845$1.9M0.03%2025-12-31
303WealthPlan Investment Management, LLC16,836$1.9M0.03%2025-12-31
304Apeiron RIA LLC15,974$1.9M0.02%2025-12-31
3055T Wealth, LLC16,694$1.9M0.03%2025-12-31
306Keystone Wealth Services, LLC16,619$1.9M0.03%2025-12-31
307Claro Advisors LLC16,480$1.9M0.03%2025-12-31
308JB Capital LLC16,455$1.9M0.03%2025-12-31
309ASSETMARK, INC16,452$1.9M0.03%2025-12-31
310Spire Wealth Management16,390$1.9M0.03%2025-12-31
311RFG Advisory, LLC16,055$1.8M0.02%2025-12-31
312SILVER OAK SECURITIES, INCORPORATED15,974$1.8M0.02%2025-12-31
313Paladin Advisory Group, LLC16,034$1.8M0.02%2025-12-31
314PRINCIPAL SECURITIES, INC.15,757$1.8M0.02%2025-12-31
315Sowell Financial Services LLC15,735$1.8M0.02%2025-12-31
316AMG National Trust Bank15,734$1.8M0.02%2025-12-31
317EASTERN BANK15,719$1.8M0.02%2025-12-31
318FIRST FOUNDATION ADVISORS15,653$1.8M0.02%2025-12-31
319Stone Summit Wealth LLC15,609$1.8M0.02%2025-12-31
320Strata Wealth Advisors, LLC15,478$1.8M0.02%2025-12-31
321Private Wealth Asset Management, LLC15,386$1.8M0.02%2025-12-31
322Trek Financial, LLC15,346$1.7M0.02%2025-12-31
323Stone House Investment Management, LLC15,337$1.7M0.02%2025-12-31
324Midwest Trust Co15,305$1.7M0.02%2025-12-31
325Fifth Third Wealth Advisors LLC15,239$1.7M0.02%2025-12-31
326Clayton Financial Group LLC15,115$1.7M0.02%2025-12-31
327TRUSTMARK BANK TRUST DEPARTMENT15,059$1.7M0.02%2025-12-31
328Keystone Financial Services14,924$1.7M0.02%2025-12-31
329Ironwood Investment Counsel, LLC14,855$1.7M0.02%2025-12-31
330Horst & Graben Wealth Management LLC14,842$1.7M0.02%2025-12-31
331KM Capital Management Ltd.14,591$1.7M0.02%2025-12-31
332LVW Advisors, LLC14,464$1.6M0.02%2025-12-31
333Stratos Wealth Advisors, LLC14,281$1.6M0.02%2025-12-31
334Physician Wealth Advisors, Inc.14,175$1.6M0.02%2025-12-31
335FIRST HORIZON CORP14,143$1.6M0.02%2025-12-31
336FWG Investments, LLC.14,083$1.6M0.02%2025-12-31
337UNITED CAPITAL FINANCIAL ADVISORS, LLC13,950$1.6M0.02%2025-12-31
338PACES FERRY WEALTH ADVISORS, LLC13,829$1.6M0.02%2025-12-31
339Sequoia Financial Advisors, LLC13,781$1.6M0.02%2025-12-31
340MATHER GROUP, LLC.13,714$1.6M0.02%2025-12-31
341Dynamic Financial Group13,709$1.6M0.02%2025-12-31
342First Commonwealth Financial Corp /PA/13,705$1.6M0.02%2025-12-31
343Pachira Investments Inc.13,635$1.6M0.02%2025-12-31
344Gen-Wealth Partners Inc13,559$1.5M0.02%2025-12-31
345Valeo Financial Advisors, LLC13,525$1.5M0.02%2025-12-31
346DIVERSIFY WEALTH MANAGEMENT, LLC12,935$1.5M0.02%2025-12-31
347High Falls Advisors, Inc13,483$1.5M0.02%2025-12-31
348ALLIANCEBERNSTEIN L.P.13,442$1.5M0.02%2025-12-31
349Wescott Financial Advisory Group, LLC12,929$1.5M0.02%2025-12-31
350APS Management Group, Inc.12,597$1.4M0.02%2025-12-31
351Hardy Reed LLC12,520$1.4M0.02%2025-12-31
352Duncan Williams Asset Management, LLC11,971$1.4M0.02%2025-12-31
353Mechanics Bank Trust Department12,354$1.4M0.02%2025-12-31
354Triad Wealth Partners, LLC12,310$1.4M0.02%2025-12-31
355Venturi Wealth Management, LLC12,284$1.4M0.02%2025-12-31
356Quadrant Private Wealth Management, LLC12,085$1.4M0.02%2025-12-31
357Facet Wealth, Inc.11,439$1.4M0.02%2025-12-31
358SAX WEALTH ADVISORS, LLC11,748$1.3M0.02%2025-12-31
359Brookstone Capital Management11,654$1.3M0.02%2025-12-31
360Kovack Advisors, Inc.11,489$1.3M0.02%2025-12-31
361Kingsview Wealth Management, LLC11,461$1.3M0.02%2025-12-31
362Wingate Wealth Advisors, Inc.11,333$1.3M0.02%2025-12-31
363CARDIFF PARK ADVISORS, LLC11,236$1.3M0.02%2025-12-31
364VERUS CAPITAL PARTNERS, LLC11,218$1.3M0.02%2025-12-31
365SGL Investment Advisors, Inc.10,946$1.3M0.02%2025-12-31
366Watchman Group, Inc.11,105$1.3M0.02%2025-12-31
367Arcadia Wealth Management, LLC11,080$1.3M0.02%2025-12-31
368EVOLUTION WEALTH MANAGEMENT INC.11,054$1.3M0.02%2025-12-31
369PINNACLE ASSOCIATES LTD11,053$1.3M0.02%2025-12-31
370BTC Capital Management, Inc.11,025$1.3M0.02%2025-12-31
371Ritter Daniher Financial Advisory LLC / DE11,014$1.3M0.02%2025-12-31
372LIFE LINE WEALTH MANAGEMENT LLC10,942$1.2M0.02%2025-12-31
373Odyssey Capital Advisors, Inc.10,917$1.2M0.02%2025-12-31
374KPP Advisory Services LLC10,758$1.2M0.01%2025-12-31
375Caliber Wealth Management, LLC / KS10,742$1.2M0.01%2025-12-31
376KEYBANK NATIONAL ASSOCIATION/OH10,730$1.2M0.01%2025-12-31
377Mayflower Financial Advisors, LLC10,729$1.2M0.01%2025-12-31
378Concurrent Investment Advisors, LLC10,698$1.2M0.01%2025-12-31
379Arax Advisory Partners10,614$1.2M0.01%2025-12-31
380WealthShield Partners, LLC10,547$1.2M0.01%2025-12-31
381Shared Vision Wealth Group LLC9,874$1.2M0.01%2025-12-31
382SageView Advisory Group, LLC10,398$1.2M0.01%2025-12-31
383QRG CAPITAL MANAGEMENT, INC.10,269$1.2M0.01%2025-12-31
384Balance Wealth, LLC10,232$1.2M0.01%2025-12-31
385EVERGREEN CAPITAL MANAGEMENT LLC10,112$1.2M0.01%2025-12-31
386ONE WEALTH CAPITAL MANAGEMENT, LLC10,072$1.1M0.01%2025-12-31
387IEQ CAPITAL, LLC10,056$1.1M0.01%2025-12-31
388Mainstream Capital Management LLC9,885$1.1M0.01%2025-12-31
389Canvas Wealth Advisors, LLC9,847$1.1M0.01%2025-12-31
390Global Wealth Management Investment Advisory, Inc.9,837$1.1M0.01%2025-12-31
391Advocacy Wealth Management Services, LLC9,807$1.1M0.01%2025-12-31
392Wealthfront Advisers LLC9,713$1.1M0.01%2025-12-31
393Meridian Wealth Management, LLC9,688$1.1M0.01%2025-12-31
394Wilmington Savings Fund Society, FSB9,635$1.1M0.01%2025-12-31
395Csenge Advisory Group9,582$1.1M0.01%2025-12-31
396Arkadios Wealth Advisors9,496$1.1M0.01%2025-12-31
397CITIZENS FINANCIAL GROUP INC/RI9,471$1.1M0.01%2025-12-31
398Diversify Advisory Services, LLC9,036$1.1M0.01%2025-12-31
399Latitude Advisors, LLC9,273$1.1M0.01%2025-12-31
400Sherman Wealth Management LLC9,229$1.1M0.01%2025-12-31
401Quest 10 Wealth Builders, Inc.9,204$1.0M0.01%2025-12-31
402HB Wealth Management, LLC9,182$1.0M0.01%2025-12-31
403WEALTH ALLIANCE, LLC9,182$1.0M0.01%2025-12-31
404Calydon Capital9,162$1.0M0.01%2025-12-31
405B.O.S.S. Retirement Advisors, LLC9,103$1.0M0.01%2025-12-31
406TRUST POINT INC.9,099$1.0M0.01%2025-12-31
407Avantax Planning Partners, Inc.9,057$1.0M0.01%2025-12-31
408Legacy Capital Wealth Partners, LLC9,010$1.0M0.01%2025-12-31
409O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,995$1.0M0.01%2025-12-31
410LUTS & GREENLEIGH GROUP, INC8,992$1.0M0.01%2025-12-31