FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,147.75-0.17%
XLE56.72-0.25%
STOXX50E5,860.32-0.39%
XLF51.740.61%
FTSE10,321.09-0.56%
IXIC24,870.500.14%
RUT2,789.310.08%
GSPC7,171.880.09%
Temp29.4°C
UV12.5
Feels33.5°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:39 PM
CUSIP 46429B747

ISHARES TR

440 institutions · $9.00B total · 87,821,209 shares

#ManagerSharesValue% of TotalPeriod
1BlackRock, Inc.25,099,094$2.57B28.57%2025-12-31
2LPL Financial LLC2,803,155$287.0M3.19%2025-12-31
3FMR LLC2,634,357$269.7M2.99%2025-12-31
4Modera Wealth Management, LLC2,279,268$233.4M2.59%2025-12-31
5RITHOLTZ WEALTH MANAGEMENT2,255,855$231.0M2.56%2025-12-31
6BANK OF AMERICA CORP /DE/1,952,831$200.0M2.22%2025-12-31
7MORGAN STANLEY1,476,801$151.2M1.68%2025-12-31
8PARTNERS CAPITAL INVESTMENT GROUP, LLP1,290,115$132.1M1.46%2025-12-31
9JPMORGAN CHASE & CO1,288,297$131.9M1.46%2025-12-31
10Wealthcare Advisory Partners LLC1,148,502$117.6M1.30%2025-12-31
11O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,119,136$114.6M1.27%2025-12-31
123EDGE Asset Management, LP1,115,702$114.2M1.27%2025-12-31
13Dynasty Wealth Management, LLC1,094,255$112.0M1.24%2025-12-31
14Quotient Wealth Partners, LLC1,063,814$108.9M1.21%2025-12-31
15FLPUTNAM INVESTMENT MANAGEMENT CO914,329$93.6M1.04%2025-12-31
16WEALTHCARE CAPITAL MANAGEMENT LLC860,058$88.1M0.97%2025-12-31
17ENVESTNET ASSET MANAGEMENT INC858,287$87.9M0.97%2025-12-31
18AMERIPRISE FINANCIAL INC828,498$84.8M0.94%2025-12-31
19Destination Wealth Management798,027$81.7M0.90%2025-12-31
20Farther Finance Advisors, LLC738,524$75.6M0.84%2025-12-31
21MASECO LLP733,508$75.1M0.83%2025-12-31
22ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP730,000$74.7M0.83%2025-12-31
23Haverford Trust Co666,530$68.2M0.75%2025-12-31
24STATE STREET CORP657,431$67.3M0.74%2025-12-31
25Cerity Partners LLC610,113$62.3M0.69%2025-12-31
26KEATING INVESTMENT COUNSELORS INC570,802$58.4M0.64%2025-12-31
27Tortoise Investment Management, LLC566,503$58.0M0.64%2025-12-31
28Beacon Pointe Advisors, LLC556,671$57.0M0.63%2025-12-31
29RAYMOND JAMES FINANCIAL INC556,191$56.9M0.63%2025-12-31
30Abacus Planning Group, Inc.545,598$55.9M0.62%2025-12-31
31SCS Capital Management LLC542,986$55.6M0.61%2025-12-31
32MARTIN & CO INC /TN/537,540$55.0M0.61%2025-12-31
33M. Kulyk & Associates, LLC529,593$54.2M0.60%2025-12-31
34AlTi Global, Inc.507,796$52.0M0.57%2025-12-31
35Amplius Wealth Advisors, LLC482,698$49.4M0.54%2025-12-31
36ASSETMARK, INC452,502$46.3M0.51%2025-12-31
37Cetera Investment Advisers446,272$45.7M0.50%2025-12-31
38Modern Wealth Management, LLC435,546$44.6M0.49%2025-12-31
39WELLS FARGO & COMPANY/MN435,515$44.6M0.49%2025-12-31
40Elm Partners Management LLC428,603$43.9M0.48%2025-12-31
41LVW Advisors, LLC408,434$41.8M0.46%2025-12-31
42GOULD ASSET MANAGEMENT LLC /CA/407,264$41.7M0.46%2025-12-31
43SIGMA INVESTMENT COUNSELORS INC400,463$41.0M0.45%2025-12-31
44ALTFEST L J & CO INC381,591$39.1M0.43%2025-12-31
45SB Capital Management Inc361,193$37.0M0.41%2025-12-31
46CENTRAL TRUST Co355,486$36.4M0.40%2025-12-31
47SUMMITRY LLC347,762$35.6M0.39%2025-12-31
48World Investment Advisors345,191$35.2M0.39%2025-12-31
49NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO331,428$33.9M0.37%2025-12-31
50Kelman-Lazarov, Inc.303,015$31.0M0.34%2025-12-31
51JANE STREET GROUP, LLC301,594$30.9M0.34%2025-12-31
52Miracle Mile Advisors, LLC301,332$30.9M0.34%2025-12-31
53Empowered Funds, LLC300,176$30.7M0.34%2025-12-31
54Austin Asset Management Co Inc290,086$29.7M0.33%2025-12-31
55Creative Planning289,699$29.7M0.32%2025-12-31
56Prime Capital Investment Advisors, LLC289,510$29.6M0.32%2025-12-31
57VICTORY CAPITAL MANAGEMENT INC279,562$28.6M0.31%2025-12-31
58EVOKE WEALTH, LLC255,665$26.2M0.29%2025-12-31
59HighTower Advisors, LLC255,185$26.1M0.29%2025-12-31
60Seneca Financial Advisors LLC234,385$24.0M0.26%2025-12-31
61ROCKLAND TRUST CO231,657$23.7M0.26%2025-12-31
62MAI Capital Management230,231$23.6M0.26%2025-12-31
63UBS Group AG228,841$23.4M0.26%2025-12-31
64ProVise Management Group, LLC226,345$23.2M0.25%2025-12-31
65WEALTH ENHANCEMENT ADVISORY SERVICES, LLC225,867$23.1M0.25%2025-12-31
66NorthRock Partners, LLC219,624$22.5M0.25%2025-12-31
67JSF Financial, LLC216,970$22.2M0.24%2025-12-31
68COLDSTREAM CAPITAL MANAGEMENT INC213,630$21.9M0.24%2025-12-31
69Pure Financial Advisors, LLC213,300$21.8M0.24%2025-12-31
70Stordahl Capital Management, Inc.207,093$21.2M0.23%2025-12-31
71Kestra Investment Management, LLC206,700$21.2M0.23%2025-12-31
72Walker Financial Services, Inc.187,932$19.2M0.21%2025-12-31
73Portland Global Advisors LLC186,931$19.1M0.21%2025-12-31
74Parcion Private Wealth LLC186,823$19.1M0.21%2025-12-31
75DDFG, Inc186,354$19.1M0.21%2025-12-31
76ARKANSAS FINANCIAL GROUP, INC.182,916$18.7M0.20%2025-12-31
77Financial Gravity Asset Management, Inc.180,432$18.5M0.20%2025-12-31
78Stadion Money Management, LLC180,229$18.5M0.20%2025-12-31
79EXENCIAL WEALTH ADVISORS, LLC177,809$18.2M0.20%2025-12-31
80NewEdge Advisors, LLC177,769$18.2M0.20%2025-12-31
81GOLDMAN SACHS GROUP INC177,558$18.2M0.20%2025-12-31
82CITADEL ADVISORS LLC177,273$18.2M0.20%2025-12-31
83Empirical Financial Services, LLC d.b.a. Empirical Wealth Management173,070$17.7M0.19%2025-12-31
84JEPPSON WEALTH MANAGEMENT, LLC170,803$17.5M0.19%2025-12-31
85Ancora Advisors LLC169,986$17.4M0.19%2025-12-31
86OSAIC HOLDINGS, INC.169,389$17.3M0.19%2025-12-31
87KWMG, LLC167,651$17.2M0.19%2025-12-31
88BNP PARIBAS FINANCIAL MARKETS166,473$17.0M0.18%2025-12-31
89Integrated Wealth Concepts LLC164,776$16.9M0.18%2025-12-31
90Valmark Advisers, Inc.153,614$15.7M0.17%2025-12-31
91First National Trust Co147,831$15.1M0.16%2025-12-31
92BIP Wealth, LLC146,607$15.0M0.16%2025-12-31
93AJ Advisors, LLC141,995$14.5M0.16%2025-12-31
94American Money Management, LLC138,281$14.2M0.15%2025-12-31
95Amundi138,000$14.1M0.15%2025-12-31
96Galvin, Gaustad & Stein, LLC137,485$14.1M0.15%2025-12-31
97Ethos Financial Group, LLC135,670$13.9M0.15%2025-12-31
98MML INVESTORS SERVICES, LLC134,148$13.7M0.15%2025-12-31
99STIFEL FINANCIAL CORP133,183$13.6M0.15%2025-12-31
100Bank of New York Mellon Corp131,160$13.4M0.14%2025-12-31
101GUGGENHEIM CAPITAL LLC127,920$13.1M0.14%2025-12-31
102Park Edge Advisors, LLC125,901$12.9M0.14%2025-12-31
103MCMORGAN & CO LLC125,458$12.8M0.14%2025-12-31
104Orion Porfolio Solutions, LLC121,432$12.4M0.13%2025-12-31
105Royal Bank of Canada121,322$12.4M0.13%2025-12-31
106IFG Advisory, LLC118,473$12.1M0.13%2025-12-31
107Tower Research Capital LLC (TRC)116,965$12.0M0.13%2025-12-31
108Prasad Wealth Partners, LLC115,459$11.8M0.13%2025-12-31
109Cascade Financial Partners, LLC113,452$11.6M0.12%2025-12-31
110COMMONWEALTH EQUITY SERVICES, LLC112,703$11.5M0.12%2025-12-31
111Holcombe Financial, Inc.108,838$11.1M0.12%2025-12-31
112Ethos Capital Management, Inc.108,679$11.1M0.12%2025-12-31
113Corient Private Wealth LLC104,569$10.7M0.11%2025-12-31
114Alesco Advisors LLC104,209$10.7M0.11%2025-12-31
115COURIER CAPITAL LLC102,731$10.5M0.11%2025-12-31
116Prime Buchholz LLC101,914$10.4M0.11%2025-12-31
117Greenline Partners, LLC99,604$10.2M0.11%2025-12-31
118LEAVELL INVESTMENT MANAGEMENT, INC.99,034$10.1M0.11%2025-12-31
119MGO ONE SEVEN LLC98,827$10.1M0.11%2025-12-31
120Northland Capital Management LLC98,692$10.1M0.11%2025-12-31
121Financial Plan, Inc.97,695$10.0M0.11%2025-12-31
122PURE PORTFOLIOS HOLDINGS LLC97,190$10.0M0.11%2025-12-31
123Discipline Wealth Solutions, LLC95,783$9.8M0.10%2025-12-31
124Portfolio Design Labs, LLC94,680$9.7M0.10%2025-12-31
125Lake Hills Wealth Management, LLC94,542$9.7M0.10%2025-12-31
126CAMBRIDGE ASSOCIATES LLC /MA/ /ADV93,853$9.6M0.10%2025-12-31
127NBT BANK N A /NY92,908$9.5M0.10%2025-12-31
128Brookstone Capital Management92,620$9.5M0.10%2025-12-31
129Columbus Macro, LLC92,287$9.4M0.10%2025-12-31
130Summit Trail Advisors, LLC92,070$9.4M0.10%2025-12-31
131Rockefeller Capital Management L.P.91,928$9.4M0.10%2025-12-31
132FIRST HORIZON CORP90,899$9.3M0.10%2025-12-31
133Clear Creek Financial Management, LLC90,106$9.2M0.10%2025-12-31
134PNC Financial Services Group, Inc.90,060$9.2M0.10%2025-12-31
135Callan Family Office, LLC88,430$9.1M0.10%2025-12-31
136Virtue Capital Management, LLC43,038$9.0M0.04%2025-12-31
137PENOBSCOT WEALTH MANAGEMENT84,703$8.7M0.09%2025-12-31
138Lutz Financial Services LLC83,383$8.5M0.09%2025-12-31
139BLAIR WILLIAM & CO/IL82,309$8.4M0.09%2025-12-31
140Mirae Asset Global Investments Co., Ltd.82,000$8.4M0.09%2025-12-31
141Financial Planning Navigators CORP81,605$8.4M0.09%2025-12-31
142Kovitz Investment Group Partners, LLC79,493$8.1M0.09%2025-12-31
143ELEVATE WEALTH ADVISORY, INC78,457$8.0M0.08%2025-12-31
144Ascent Group, LLC78,395$8.0M0.08%2025-12-31
145Equita Financial Network, Inc.77,531$7.9M0.08%2025-12-31
146STERLING INVESTMENT ADVISORS LLC /ADV77,384$7.9M0.08%2025-12-31
147NATIONS FINANCIAL GROUP INC, /IA/ /ADV76,483$7.8M0.08%2025-12-31
148MANUFACTURERS LIFE INSURANCE COMPANY, THE76,000$7.8M0.08%2025-12-31
149RENAISSANCE TECHNOLOGIES LLC74,500$7.6M0.08%2025-12-31
150Sugar Maple Asset Management, LLC73,545$7.5M0.08%2025-12-31
151MERCER GLOBAL ADVISORS INC /ADV73,111$7.5M0.08%2025-12-31
152Western Reserve Capital Management, LLC72,782$7.5M0.08%2025-12-31
153Integris Wealth Management, LLC71,788$7.4M0.08%2025-12-31
154Quadcap Wealth Management, LLC70,662$7.2M0.08%2025-12-31
155MJT & Associates Financial Advisory Group, Inc.70,214$7.2M0.07%2025-12-31
156McIlrath & Eck, LLC69,304$7.1M0.07%2025-12-31
157Perigon Wealth Management, LLC68,774$7.0M0.07%2025-12-31
158Aznar Financial Advisors, LLC67,576$6.9M0.07%2025-12-31
159Bleakley Financial Group, LLC64,103$6.6M0.07%2025-12-31
160Blueprint Investment Partners LLC63,867$6.5M0.07%2025-12-31
161New Capital Management LP62,461$6.4M0.07%2025-12-31
162Alhambra Investment Management LLC61,399$6.3M0.06%2025-12-31
163Straight Path Wealth Management60,175$6.2M0.06%2025-12-31
164B. Riley Wealth Advisors, Inc.60,078$6.2M0.06%2025-12-31
165TRUIST FINANCIAL CORP59,772$6.1M0.06%2025-12-31
166City State Bank59,331$6.1M0.06%2025-12-31
167Kure Advisory, LLC59,052$6.0M0.06%2025-12-31
168Fischer Financial Services, Inc.58,092$5.9M0.06%2025-12-31
169JONES FINANCIAL COMPANIES LLLP57,652$5.9M0.06%2025-12-31
170Henderson Brothers Financial Partners, LLC57,600$5.9M0.06%2025-12-31
171CIBC WORLD MARKET INC.56,918$5.8M0.06%2025-12-31
172CREATIVE FINANCIAL DESIGNS INC /ADV56,172$5.8M0.06%2025-12-31
173Friedenthal Financial54,894$5.6M0.06%2025-12-31
174Fifth Third Securities, Inc. 54,395$5.6M0.06%2025-12-31
175Perfromance Wealth Partners, LLC54,364$5.6M0.06%2025-12-31
176NorthCrest Asset Manangement, LLC54,211$5.6M0.06%2025-12-31
177Cornerstone Financial Group, LLC /NE/54,243$5.6M0.06%2025-12-31
178Arlington Financial Advisors, LLC53,953$5.5M0.06%2025-12-31
179Hillcrest Wealth Advisors - NY, LLC53,720$5.5M0.06%2025-12-31
180Sanctuary Advisors, LLC52,213$5.3M0.05%2025-12-31
181NFP Retirement, Inc.51,317$5.3M0.05%2025-12-31
182Pinnacle Financial Partners, Inc.51,034$5.2M0.05%2025-12-31
183Altiora Financial Group, LLC50,984$5.2M0.05%2025-12-31
184Wealthcare Capital Partners, LLC50,568$5.2M0.05%2025-12-31
185Ashton Thomas Private Wealth, LLC50,204$5.1M0.05%2025-12-31
186IFP Advisors, Inc48,960$5.0M0.05%2025-12-31
187Advisory Services Network, LLC48,952$5.0M0.05%2025-12-31
188Private Advisor Group, LLC48,600$5.0M0.05%2025-12-31
189Focus Partners Wealth47,884$4.9M0.05%2025-12-31
190SIGNET FINANCIAL MANAGEMENT, LLC47,602$4.9M0.05%2025-12-31
191Slow Capital, Inc.46,457$4.8M0.05%2025-12-31
192HOME FEDERAL BANK OF TENNESSEE46,376$4.7M0.05%2025-12-31
193Baird Financial Group, Inc.46,299$4.7M0.05%2025-12-31
194Stone Summit Wealth LLC45,869$4.7M0.05%2025-12-31
195Equitable Holdings, Inc.45,618$4.7M0.05%2025-12-31
196SEMITAM BONAM LLC45,519$4.7M0.05%2025-12-31
197Trek Financial, LLC45,098$4.6M0.05%2025-12-31
198Arcataur Capital Management LLC43,849$4.5M0.04%2025-12-31
199Kestra Advisory Services, LLC43,513$4.5M0.04%2025-12-31
200Mariner, LLC43,471$4.5M0.04%2025-12-31
201Physician Wealth Advisors, Inc.43,404$4.4M0.04%2025-12-31
202Royal Harbor Partners, LLC43,118$4.4M0.04%2025-12-31
203Jump Financial, LLC39,736$4.1M0.04%2025-12-31
204Greenspring Advisors, LLC39,271$4.0M0.04%2025-12-31
205Ares Financial Consulting, LLC38,938$4.0M0.04%2025-12-31
206MACKENZIE FINANCIAL CORP38,500$3.9M0.04%2025-12-31
207CreativeOne Wealth, LLC38,398$3.9M0.04%2025-12-31
208Dogwood Wealth Management LLC38,223$3.9M0.04%2025-12-31
209American Wealth Advisors, LLC37,955$3.9M0.04%2025-12-31
210CFS Investment Advisory Services, LLC37,612$3.9M0.04%2025-12-31
211Trilogy Capital Inc.37,114$3.8M0.04%2025-12-31
212Copia Wealth Management36,492$3.7M0.04%2025-12-31
213FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC35,676$3.7M0.04%2025-12-31
214Alliance Wealth Advisors, LLC /UT35,285$3.6M0.04%2025-12-31
215Echo45 Advisors LLC35,189$3.6M0.04%2025-12-31
216Brooklyn FI, LLC34,664$3.5M0.03%2025-12-31
217Hudson Portfolio Management LLC34,333$3.5M0.03%2025-12-31
218Passive Capital Management, LLC.33,912$3.5M0.03%2025-12-31
219Blueprint Financial Advisors LLC33,652$3.4M0.03%2025-12-31
220Madden Advisory Services, Inc.33,217$3.4M0.03%2025-12-31
221Bell Investment Advisors, Inc33,026$3.4M0.03%2025-12-31
222Collaborative Wealth Managment Inc.32,826$3.4M0.03%2025-12-31
223AXXCESS WEALTH MANAGEMENT, LLC32,770$3.4M0.03%2025-12-31
224Portside Wealth Group, LLC31,594$3.2M0.03%2025-12-31
225Perennial Investment Advisors, LLC31,357$3.2M0.03%2025-12-31
226Sigma Planning Corp31,059$3.2M0.03%2025-12-31
227SOFI WEALTH, LLC30,864$3.2M0.03%2025-12-31
228Maltin Wealth Management, Inc.30,460$3.1M0.03%2025-12-31
229Savant Capital, LLC30,382$3.1M0.03%2025-12-31
230Strategic Blueprint, LLC29,780$3.0M0.03%2025-12-31
231MUSTICO FINANCIAL GROUP, INC.29,753$3.0M0.03%2025-12-31
232WEALTHSPAN PARTNERS, LLC29,760$3.0M0.03%2025-12-31
233Apex Wealth Management, LLC29,727$3.0M0.03%2025-12-31
234Chicago Partners Investment Group LLC29,617$3.0M0.03%2025-12-31
235Trademark Financial Management, LLC29,100$3.0M0.03%2025-12-31
236Koss-Olinger Consulting, LLC29,075$3.0M0.03%2025-12-31
237Mutual Advisors, LLC28,906$3.0M0.03%2025-12-31
238CERTIOR FINANCIAL GROUP, LLC28,794$2.9M0.03%2025-12-31
239SILVER OAK SECURITIES, INCORPORATED28,584$2.9M0.03%2025-12-31
240Breakwater Capital Group28,522$2.9M0.03%2025-12-31
241AMARA FINANCIAL, LLC.27,738$2.8M0.03%2025-12-31
242Soltis Investment Advisors LLC27,522$2.8M0.03%2025-12-31
243Integrated Advisors Network LLC27,451$2.8M0.03%2025-12-31
244LongView Wealth Management27,340$2.8M0.03%2025-12-31
245Beckerman Institutional, LLC27,196$2.8M0.03%2025-12-31
246JAMES INVESTMENT RESEARCH, INC.26,953$2.8M0.03%2025-12-31
247Aptus Capital Advisors, LLC26,907$2.8M0.03%2025-12-31
248Van Hulzen Asset Management, LLC26,625$2.7M0.03%2025-12-31
249Investment Partners Asset Management, Inc.26,606$2.7M0.03%2025-12-31
250Chesley Taft & Associates LLC26,555$2.7M0.03%2025-12-31
251FFG RETIREMENT ADVISORS LLC26,348$2.7M0.03%2025-12-31
252VAN STRUM & TOWNE INC.26,182$2.7M0.02%2025-12-31
253Eagle Wealth Advisors LLC25,969$2.7M0.02%2025-12-31
254Fairway Wealth LLC25,941$2.7M0.02%2025-12-31
255Elevated Financial Group LLC25,842$2.6M0.02%2025-12-31
256Steward Partners Investment Advisory, LLC25,750$2.6M0.02%2025-12-31
257Snider Financial Group25,355$2.6M0.02%2025-12-31
258DMC Group, LLC25,210$2.6M0.02%2025-12-31
259Regal Investment Advisors LLC25,198$2.6M0.02%2025-12-31
260Heck Capital Advisors, LLC25,168$2.6M0.02%2025-12-31
261Fortis Advisors, LLC25,127$2.6M0.02%2025-12-31
262Carr Financial Group Corp25,007$2.6M0.02%2025-12-31
263Independent Wealth Network Inc.24,484$2.5M0.02%2025-12-31
264Alpha Omega Wealth Management LLC24,377$2.5M0.02%2025-12-31
265Ewing Morris & Co. Investment Partners Ltd.23,578$2.4M0.02%2025-12-31
266SILVER OAK WEALTH ADVISORS SERVICES, LLC23,642$2.4M0.02%2025-12-31
267Montecito Bank & Trust23,550$2.4M0.02%2025-12-31
268LifeGuide Financial Advisors, LLC23,517$2.4M0.02%2025-12-31
269CGN Advisors LLC23,272$2.4M0.02%2025-12-31
270Ignite Planners, LLC23,101$2.4M0.02%2025-12-31
271EQ WEALTH ADVISORS, LLC22,948$2.3M0.02%2025-12-31
272Traub Capital Management LLC22,647$2.3M0.02%2025-12-31
273Virtus Family Office LLC22,427$2.3M0.02%2025-12-31
274Portland Financial Advisors Inc22,111$2.3M0.02%2025-12-31
275Approach Retirement Advisors, LLC21,883$2.2M0.02%2025-12-31
276Peak Financial Management, Inc.21,562$2.2M0.02%2025-12-31
277LAZARI CAPITAL MANAGEMENT, INC.21,063$2.2M0.02%2025-12-31
278Envestnet Portfolio Solutions, Inc.20,605$2.1M0.02%2025-12-31
279Roundview Capital LLC20,218$2.1M0.02%2025-12-31
280Independent Family Office, LLC20,070$2.1M0.02%2025-12-31
281CHOREO, LLC19,995$2.0M0.02%2025-12-31
282Financial & Tax Architects, LLC19,816$2.0M0.02%2025-12-31
283BANK OF MONTREAL /CAN/19,771$2.0M0.02%2025-12-31
284Fund Evaluation Group, LLC19,514$2.0M0.02%2025-12-31
285Strategic Financial Concepts, LLC19,217$2.0M0.02%2025-12-31
286Sharper & Granite LLC19,005$1.9M0.02%2025-12-31
28721 West Wealth Management LLC18,926$1.9M0.02%2025-12-31
288Capasso Planning Partners LLC18,913$1.9M0.02%2025-12-31
289Liberty Atlantic Advisors LLC18,868$1.9M0.02%2025-12-31
290Evelyn Partners Investment Management LLP18,825$1.9M0.02%2025-12-31
291PHILLIPS FINANCIAL MANAGEMENT, LLC18,760$1.9M0.02%2025-12-31
292CAPTRUST FINANCIAL ADVISORS18,464$1.9M0.02%2025-12-31
293STEPHENS INC /AR/18,183$1.9M0.02%2025-12-31
294TritonPoint Partners, LLC18,171$1.9M0.02%2025-12-31
295Signal Advisors Wealth, LLC17,946$1.8M0.02%2025-12-31
296Mendota Financial Group, LLC17,903$1.8M0.02%2025-12-31
297Heritage Investment Group, Inc.17,900$1.8M0.02%2025-12-31
298Vigilare Wealth Management17,848$1.8M0.02%2025-12-31
299Balance Wealth, LLC17,806$1.8M0.02%2025-12-31
300BridgePort Financial Solutions, LLC17,580$1.8M0.02%2025-12-31
301H&H Retirement Design & Management INC17,357$1.8M0.01%2025-12-31
302Spartan Planning & Wealth Management17,353$1.8M0.01%2025-12-31
303TAGStone Capital, Inc.16,982$1.7M0.01%2025-12-31
304Sellwood Investment Partners LLC16,812$1.7M0.01%2025-12-31
305Fermata Advisors, LLC16,771$1.7M0.01%2025-12-31
306CITIGROUP INC16,661$1.7M0.01%2025-12-31
307Belpointe Asset Management LLC16,643$1.7M0.01%2025-12-31
308McCartney Wealth Management LLC16,147$1.7M0.01%2025-12-31
309Successful Portfolios LLC15,859$1.6M0.01%2025-12-31
310Prosperity Planning, Inc.15,680$1.6M0.01%2025-12-31
311Atria Investments, Inc15,588$1.6M0.01%2025-12-31
312Legacy Wealth Partners, LLC15,512$1.6M0.01%2025-12-31
313ROBERTS GLORE & CO INC /IL/15,372$1.6M0.01%2025-12-31
314Sowell Financial Services LLC15,159$1.6M0.01%2025-12-31
315UNITED CAPITAL FINANCIAL ADVISORS, LLC15,029$1.5M0.01%2025-12-31
316BRIDGE GENERATIONS WEALTH MANAGEMENT LLC14,894$1.5M0.01%2025-12-31
317Rathbones Group PLC14,875$1.5M0.01%2025-12-31
318DecisionMap Wealth Management, LLC14,782$1.5M0.01%2025-12-31
319Prairie Wealth Advisors, Inc.0$1.5M0.00%2025-12-31
320KESTRA PRIVATE WEALTH SERVICES, LLC14,664$1.5M0.01%2025-12-31
321MONTAG A & ASSOCIATES INC14,498$1.5M0.01%2025-12-31
322Focus Partners Advisor Solutions, LLC14,374$1.5M0.01%2025-12-31
323VanderPol Investments L.L.C.14,358$1.5M0.01%2025-12-31
324Tyche Wealth Partners LLC13,979$1.4M0.01%2025-12-31
325VERITY Wealth Advisors13,841$1.4M0.01%2025-12-31
326Global Retirement Partners, LLC13,467$1.4M0.01%2025-12-31
327&PARTNERS13,550$1.4M0.01%2025-12-31
328WHITTIER TRUST CO13,192$1.4M0.01%2025-12-31
329CARDIFF PARK ADVISORS, LLC13,200$1.4M0.01%2025-12-31
330Pinnacle Wealth Management Group, Inc.13,010$1.3M0.01%2025-12-31
331JGP Wealth Management, LLC12,950$1.3M0.01%2025-12-31
332Brand Asset Management Group, Inc.12,934$1.3M0.01%2025-12-31
333Blue Edge Capital, LLC12,883$1.3M0.01%2025-12-31
334RDA Financial Network12,713$1.3M0.01%2025-12-31
335Vestmark Advisory Solutions, Inc.12,653$1.3M0.01%2025-12-31
336XY Planning Network, Inc.12,613$1.3M0.01%2025-12-31
337Comprehensive Money Management Services LLC12,179$1.2M0.01%2025-12-31
338Ameritas Advisory Services, LLC12,130$1.2M0.01%2025-12-31
339Wallace Advisory Group, LLC12,099$1.2M0.01%2025-12-31
340Boltwood Capital Management12,025$1.2M0.01%2025-12-31
341Breakwater Investment Management12,003$1.2M0.01%2025-12-31
342Tidemark, LLC11,825$1.2M0.01%2025-12-31
343Focus Financial Network, Inc.11,497$1.2M0.01%2025-12-31
344IHT Wealth Management, LLC11,413$1.2M0.01%2025-12-31
345VICTORY FINANCIAL GROUP, LLC11,338$1.2M0.01%2025-12-31
346CANANDAIGUA NATIONAL BANK & TRUST CO11,220$1.1M0.01%2025-12-31
347Relyea Zuckerberg Hanson LLC11,044$1.1M0.01%2025-12-31
348Winter & Associates, Inc.10,941$1.1M0.01%2025-12-31
349Edge Financial Advisors LLC10,747$1.1M0.01%2025-12-31
350Snowden Capital Advisors LLC10,642$1.1M0.01%2025-12-31
351Western Wealth Management, LLC10,636$1.1M0.01%2025-12-31
352LEVEL FOUR ADVISORY SERVICES, LLC10,608$1.1M0.01%2025-12-31
353SAGESPRING WEALTH PARTNERS, LLC10,604$1.1M0.01%2025-12-31
354J.W. COLE ADVISORS, INC.11,133$1.1M0.01%2025-12-31
355Tennessee Valley Asset Management Partners10,323$1.1M0.01%2025-12-31
356OneDigital Investment Advisors LLC10,246$1.0M0.01%2025-12-31
357INTEGRITY ALLIANCE, LLC.10,205$1.0M0.01%2025-12-31
358NWAM LLC10,158$1.0M0.01%2025-12-31
359Pinion Investment Advisors, LLC9,962$1.0M0.01%2025-12-31
360EHRLICH FINANCIAL GROUP9,956$1.0M0.01%2025-12-31
361Strathmore Capital Advisors, Inc.9,913$1.0M0.01%2025-12-31
362Gilliland Jeter Wealth Management LLC9,900$1.0M0.01%2025-12-31
363Balefire, LLC9,888$1.0M0.01%2025-12-31
364Henrickson Nauta Wealth Advisors, Inc.9,864$1.0M0.01%2025-12-31
365MEITAV INVESTMENT HOUSE LTD9,842$1.0M0.01%2025-12-31
366PATRIOT INVESTMENT MANAGEMENT GROUP, INC.9,416$964.1K0.01%2025-12-31
367L. Roy Papp & Associates, LLP9,400$962.5K0.01%2025-12-31
368COMERICA BANK9,157$937.6K0.01%2025-12-31
369Savvy Advisors, Inc.9,140$935.8K0.01%2025-12-31
370CIBC Private Wealth Group LLC9,072$928.9K0.01%2025-12-31
371EVEXIA WEALTH LLC8,987$921.6K0.01%2025-12-31
372Cornerstone Financial Management LLC8,969$918.4K0.01%2025-12-31
373Prospera Financial Services Inc8,910$912.4K0.01%2025-12-31
374Private Wealth Management Group, LLC8,832$904.3K0.01%2025-12-31
375Evelyn Partners Asset Management Ltd8,815$902.6K0.01%2025-12-31
376Foundations Investment Advisors, LLC8,807$901.7K0.01%2025-12-31
377Invst, LLC8,688$898.0K0.00%2025-12-31
378TCI Wealth Advisors, Inc.8,703$891.1K0.00%2025-12-31
379West Wealth Group, LLC8,584$879.0K0.00%2025-12-31
380Empirical Asset Management, LLC8,569$877.4K0.00%2025-12-31
381BLUEDOOR PRIVATE WEALTH, LLC8,556$876.0K0.00%2025-12-31
382Latitude Advisors, LLC8,545$874.9K0.00%2025-12-31
383Princeton Global Asset Management LLC8,236$843.3K0.00%2025-12-31
384Allworth Financial LP8,125$839.8K0.00%2025-12-31
385Stratos Wealth Partners, LTD.8,100$829.4K0.00%2025-12-31
386Townsend Financial Planning, LLC7,918$810.8K0.00%2025-12-31
387Riverbend Wealth Management, LLC7,892$808.1K0.00%2025-12-31
388ACORN FINANCIAL ADVISORY SERVICES INC /ADV7,848$803.5K0.00%2025-12-31
389Canandaigua National Trust Co of Florida7,774$796.0K0.00%2025-12-31
390PRIVATE TRUST CO NA7,731$791.6K0.00%2025-12-31
391ALTERNA WEALTH MANAGEMENT, INC7,482$766.1K0.00%2025-12-31
392VestGen Investment Management7,452$763.0K0.00%2025-12-31
393Summit Financial, LLC7,371$754.7K0.00%2025-12-31
394Glass Jacobson Investment Advisors llc7,341$751.7K0.00%2025-12-31
395Prosperity Consulting Group, LLC7,274$744.8K0.00%2025-12-31
396Sovran Advisors, LLC7,161$733.7K0.00%2025-12-31
397Waverly Advisors, LLC7,036$720.5K0.00%2025-12-31
398CAMBRIDGE CAPITAL MANAGEMENT, LLC7,015$718.3K0.00%2025-12-31
399FIRST NATIONAL BANK OF OMAHA6,921$709.0K0.00%2025-12-31
400Joseph P. Lucia & Associates, LLC6,913$707.8K0.00%2025-12-31
401Avant Financial Advisors LLC6,896$706.1K0.00%2025-12-31
402Financial Network Wealth Advisors LLC6,856$702.0K0.00%2025-12-31
403One Wealth Advisors, LLC6,815$697.8K0.00%2025-12-31
404Andina Capital Management, LLC6,810$697.3K0.00%2025-12-31
405Patten Group, Inc.6,780$694.2K0.00%2025-12-31
406Hirtle Callaghan & Co LLC6,774$693.6K0.00%2025-12-31
407PRINCIPAL SECURITIES, INC.6,715$687.5K0.00%2025-12-31
408NORTHWEST WEALTH MANAGEMENT, LLC6,668$682.8K0.00%2025-12-31
409Visionary Horizons, LLC6,616$677.4K0.00%2025-12-31
410NORDEN GROUP LLC6,586$674.4K0.00%2025-12-31
411CLUNE & ASSOCIATES, LTD.6,485$664.0K0.00%2025-12-31
412United Asset Strategies, Inc.6,475$662.9K0.00%2025-12-31
413Wedmont Private Capital6,465$662.8K0.00%2025-12-31
414LODESTAR PRIVATE ASSET MANAGEMENT LLC6,471$662.6K0.00%2025-12-31
415POTOMAC FUND MANAGEMENT INC /ADV6,453$660.7K0.00%2025-12-31
416Arbor Investment Advisors, LLC6,426$657.9K0.00%2025-12-31
417PW ADVISORS, LLC \ FL6,394$654.7K0.00%2025-12-31
418BOS Asset Management, LLC6,341$649.3K0.00%2025-12-31
419Vise Technologies, Inc.6,334$648.6K0.00%2025-12-31
420INSIGNEO ADVISORY SERVICES, LLC6,322$647.3K0.00%2025-12-31
421LIBERTY WEALTH MANAGEMENT LLC6,294$644.5K0.00%2025-12-31
422FIRST UNITED BANK & TRUST6,291$644.1K0.00%2025-12-31
423Collier Financial6,199$634.7K0.00%2025-12-31
424Gateway Wealth Partners, LLC6,183$633.1K0.00%2025-12-31
425Eagle Bay Advisors LLC6,173$632.1K0.00%2025-12-31
426Disciplined Investments, LLC6,122$626.8K0.00%2025-12-31
427Selective Wealth Management, Inc.6,115$626.5K0.00%2025-12-31
428Advisor Resource Council6,093$626.0K0.00%2025-12-31
429MMA ASSET MANAGEMENT LLC6,100$624.6K0.00%2025-12-31
430Algorithmic Investment Models, LLC6,099$624.5K0.00%2025-12-31
431AE Wealth Management LLC6,093$623.8K0.00%2025-12-31
432360 Financial, Inc.5,967$616.7K0.00%2025-12-31
433Smith Partners Wealth Management, LLC6,000$614.3K0.00%2025-12-31
434BTG Pactual Asset Management US LLC5,931$613.7K0.00%2025-12-31
435Silver Grove Financial Group, Inc.5,990$613.3K0.00%2025-12-31
436Merit Financial Group, LLC5,955$609.7K0.00%2025-12-31
437ELEVATION POINT WEALTH PARTNERS, LLC5,895$606.7K0.00%2025-12-31
438Westover Capital Advisors, LLC5,917$605.8K0.00%2025-12-31
439BWM Planning, LLC5,899$604.0K0.00%2025-12-31
440STONEHAVEN WEALTH & TAX SOLUTIONS, LLC5,835$597.4K0.00%2025-12-31