CUSIP 46431W838
ISHARES U S ETF TR
234 institutions · $987.8M total · 20,247,088 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,212,472 | $161.7M | 15.86% | 2025-12-31 |
| 2 | Rockwood Wealth Management, LLC | 2,191,159 | $110.3M | 10.82% | 2025-12-31 |
| 3 | CAPTRUST FINANCIAL ADVISORS | 1,470,159 | $74.0M | 7.26% | 2025-12-31 |
| 4 | Resonant Capital Advisors, LLC | 1,373,218 | $69.1M | 6.78% | 2025-12-31 |
| 5 | LPL Financial LLC | 672,920 | $33.9M | 3.32% | 2025-12-31 |
| 6 | Integrated Wealth Concepts LLC | 652,199 | $32.8M | 3.22% | 2025-12-31 |
| 7 | BANK OF AMERICA CORP /DE/ | 611,713 | $30.8M | 3.02% | 2025-12-31 |
| 8 | Foster Group, Inc. | 550,934 | $27.7M | 2.72% | 2025-12-31 |
| 9 | Cetera Investment Advisers | 485,302 | $24.4M | 2.39% | 2025-12-31 |
| 10 | Ullmann Wealth Partners Group, LLC | 445,545 | $22.5M | 2.20% | 2025-12-31 |
| 11 | Kestra Investment Management, LLC | 393,836 | $19.8M | 1.94% | 2025-12-31 |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 379,793 | $19.1M | 1.87% | 2025-12-31 |
| 13 | Quantinno Capital Management LP | 307,365 | $15.5M | 1.51% | 2025-12-31 |
| 14 | OSAIC HOLDINGS, INC. | 214,456 | $10.8M | 1.05% | 2025-12-31 |
| 15 | JPMORGAN CHASE & CO | 213,733 | $10.8M | 1.05% | 2025-12-31 |
| 16 | Focus Partners Wealth | 201,764 | $10.2M | 0.99% | 2025-12-31 |
| 17 | HighTower Advisors, LLC | 194,734 | $9.8M | 0.96% | 2025-12-31 |
| 18 | Quotient Wealth Partners, LLC | 185,233 | $9.3M | 0.91% | 2025-12-31 |
| 19 | Dynasty Wealth Management, LLC | 180,115 | $9.1M | 0.88% | 2025-12-31 |
| 20 | Pine Harbor Wealth Management, LLC | 175,678 | $8.8M | 0.86% | 2025-12-31 |
| 21 | Royal Bank of Canada | 167,202 | $8.4M | 0.82% | 2025-12-31 |
| 22 | UBS Group AG | 166,354 | $8.4M | 0.82% | 2025-12-31 |
| 23 | STEPHENS INC /AR/ | 136,547 | $6.9M | 0.67% | 2025-12-31 |
| 24 | Smart Money Group LLC | 136,262 | $6.9M | 0.67% | 2025-12-31 |
| 25 | Sanctuary Advisors, LLC | 121,167 | $6.1M | 0.59% | 2025-12-31 |
| 26 | DeLarme Wealth Management, Inc. | 118,296 | $6.0M | 0.58% | 2025-12-31 |
| 27 | Rockefeller Capital Management L.P. | 114,797 | $5.8M | 0.56% | 2025-12-31 |
| 28 | Savant Capital, LLC | 114,106 | $5.7M | 0.56% | 2025-12-31 |
| 29 | Portfolio Design Labs, LLC | 111,828 | $5.6M | 0.55% | 2025-12-31 |
| 30 | Merit Financial Group, LLC | 107,594 | $5.4M | 0.53% | 2025-12-31 |
| 31 | Willis Johnson & Associates, Inc. | 105,166 | $5.3M | 0.51% | 2025-12-31 |
| 32 | NewEdge Advisors, LLC | 103,503 | $5.2M | 0.51% | 2025-12-31 |
| 33 | Richard P Slaughter Associates Inc | 103,421 | $5.2M | 0.51% | 2025-12-31 |
| 34 | DGS Capital Management, LLC | 102,678 | $5.2M | 0.50% | 2025-12-31 |
| 35 | Ascent Group, LLC | 95,067 | $4.8M | 0.46% | 2025-12-31 |
| 36 | Elmwood Wealth Management, Inc. | 89,290 | $4.5M | 0.44% | 2025-12-31 |
| 37 | OneDigital Investment Advisors LLC | 80,859 | $4.1M | 0.39% | 2025-12-31 |
| 38 | 55 North Private Wealth, LLC | 80,820 | $4.1M | 0.39% | 2025-12-31 |
| 39 | JONES FINANCIAL COMPANIES LLLP | 79,808 | $4.0M | 0.39% | 2025-12-31 |
| 40 | Keystone Financial Group, Inc. | 79,758 | $4.0M | 0.39% | 2025-12-31 |
| 41 | Integrated Investment Consultants, LLC | 76,887 | $3.9M | 0.37% | 2025-12-31 |
| 42 | Ausdal Financial Partners, Inc. | 75,535 | $3.8M | 0.37% | 2025-12-31 |
| 43 | DONALDSON CAPITAL MANAGEMENT, LLC | 73,776 | $3.7M | 0.36% | 2025-12-31 |
| 44 | Kestra Advisory Services, LLC | 72,967 | $3.7M | 0.36% | 2025-12-31 |
| 45 | Modern Wealth Management, LLC | 71,301 | $3.6M | 0.35% | 2025-12-31 |
| 46 | Obsidian Personal Planning Solutions LLC | 68,447 | $3.5M | 0.33% | 2025-09-30 |
| 47 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 66,211 | $3.3M | 0.32% | 2025-12-31 |
| 48 | JACOBSON & SCHMITT ADVISORS, LLC | 65,389 | $3.3M | 0.32% | 2025-12-31 |
| 49 | Clarity Asset Management, Inc. | 64,674 | $3.3M | 0.31% | 2025-12-31 |
| 50 | Horizon Wealth Management, LLC | 62,925 | $3.2M | 0.31% | 2025-12-31 |
| 51 | Sigma Planning Corp | 61,715 | $3.1M | 0.30% | 2025-12-31 |
| 52 | Tortoise Investment Management, LLC | 61,470 | $3.1M | 0.30% | 2025-12-31 |
| 53 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 59,122 | $3.0M | 0.29% | 2025-12-31 |
| 54 | JANE STREET GROUP, LLC | 56,943 | $2.9M | 0.28% | 2025-09-30 |
| 55 | BlackRock, Inc. | 52,103 | $2.6M | 0.25% | 2025-12-31 |
| 56 | STIFEL FINANCIAL CORP | 49,867 | $2.5M | 0.24% | 2025-12-31 |
| 57 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 49,699 | $2.5M | 0.24% | 2025-12-31 |
| 58 | Cresta Advisors, Ltd. | 49,100 | $2.5M | 0.24% | 2025-12-31 |
| 59 | AXXCESS WEALTH MANAGEMENT, LLC | 48,687 | $2.4M | 0.24% | 2025-12-31 |
| 60 | Beacon Pointe Advisors, LLC | 45,747 | $2.3M | 0.22% | 2025-12-31 |
| 61 | Sovran Advisors, LLC | 42,957 | $2.2M | 0.21% | 2025-12-31 |
| 62 | Meeder Advisory Services, Inc. | 43,057 | $2.2M | 0.21% | 2025-12-31 |
| 63 | Highland Financial Advisors, LLC | 41,165 | $2.1M | 0.20% | 2025-12-31 |
| 64 | Stratos Wealth Partners, LTD. | 40,464 | $2.0M | 0.19% | 2025-12-31 |
| 65 | Flagship Private Wealth, LLC | 40,451 | $2.0M | 0.19% | 2025-12-31 |
| 66 | Aprio Wealth Management, LLC | 40,384 | $2.0M | 0.19% | 2025-12-31 |
| 67 | Mariner, LLC | 40,230 | $2.0M | 0.19% | 2025-12-31 |
| 68 | TITLEIST ASSET MANAGEMENT, LLC | 40,020 | $2.0M | 0.19% | 2025-12-31 |
| 69 | Summit Wealth Partners, LLC | 37,727 | $1.9M | 0.18% | 2025-12-31 |
| 70 | EAGLE GLOBAL ADVISORS LLC | 36,250 | $1.8M | 0.17% | 2025-12-31 |
| 71 | RAYMOND JAMES FINANCIAL INC | 35,435 | $1.8M | 0.17% | 2025-12-31 |
| 72 | HILL ISLAND FINANCIAL LLC | 34,154 | $1.7M | 0.16% | 2025-12-31 |
| 73 | Valeo Financial Advisors, LLC | 33,780 | $1.7M | 0.16% | 2025-12-31 |
| 74 | MML INVESTORS SERVICES, LLC | 33,473 | $1.7M | 0.16% | 2025-12-31 |
| 75 | KWMG, LLC | 33,025 | $1.7M | 0.16% | 2025-12-31 |
| 76 | COMMONWEALTH EQUITY SERVICES, LLC | 32,172 | $1.6M | 0.15% | 2025-12-31 |
| 77 | Five Pine Wealth Management | 30,892 | $1.6M | 0.15% | 2025-12-31 |
| 78 | 1900 WEALTH MANAGEMENT LLC | 30,777 | $1.5M | 0.15% | 2025-12-31 |
| 79 | IFP Advisors, Inc | 30,425 | $1.5M | 0.15% | 2025-12-31 |
| 80 | U.S. Capital Wealth Advisors, LLC | 29,779 | $1.5M | 0.14% | 2025-12-31 |
| 81 | Henderson Brothers Financial Partners, LLC | 29,495 | $1.5M | 0.14% | 2025-12-31 |
| 82 | Alexander Randolph Advisory, Inc. | 28,443 | $1.4M | 0.14% | 2025-12-31 |
| 83 | Syntegra Private Wealth Group, LLC | 25,522 | $1.3M | 0.12% | 2025-12-31 |
| 84 | &PARTNERS | 25,434 | $1.3M | 0.12% | 2025-12-31 |
| 85 | Private Advisor Group, LLC | 25,428 | $1.3M | 0.12% | 2025-12-31 |
| 86 | CITADEL ADVISORS LLC | 24,692 | $1.2M | 0.12% | 2025-12-31 |
| 87 | Bank of New York Mellon Corp | 24,366 | $1.2M | 0.12% | 2025-12-31 |
| 88 | MMA ASSET MANAGEMENT LLC | 24,073 | $1.2M | 0.11% | 2025-12-31 |
| 89 | D.A. DAVIDSON & CO. | 23,528 | $1.2M | 0.11% | 2025-12-31 |
| 90 | Daybright Advisory Services, Inc. | 23,314 | $1.2M | 0.11% | 2025-12-31 |
| 91 | VestGen Advisors, LLC | 23,260 | $1.2M | 0.11% | 2025-12-31 |
| 92 | Cornerstone Financial Management LLC | 22,612 | $1.1M | 0.11% | 2025-12-31 |
| 93 | Creative Planning | 22,579 | $1.1M | 0.11% | 2025-12-31 |
| 94 | Evernest Financial Advisors, LLC | 22,045 | $1.1M | 0.10% | 2025-12-31 |
| 95 | One Capital Management, LLC | 21,965 | $1.1M | 0.10% | 2025-12-31 |
| 96 | McKinley Carter Wealth Services, Inc. | 21,535 | $1.1M | 0.10% | 2025-12-31 |
| 97 | Waverly Advisors, LLC | 21,425 | $1.1M | 0.10% | 2025-12-31 |
| 98 | COMERICA BANK | 21,049 | $1.1M | 0.10% | 2025-12-31 |
| 99 | Total Clarity Wealth Management, Inc. | 21,027 | $1.1M | 0.10% | 2025-12-31 |
| 100 | Savvy Advisors, Inc. | 20,868 | $1.1M | 0.10% | 2025-12-31 |
| 101 | HARBOUR INVESTMENTS, INC. | 20,719 | $1.0M | 0.10% | 2025-12-31 |
| 102 | Western Wealth Management, LLC | 20,188 | $1.0M | 0.09% | 2025-12-31 |
| 103 | TRUIST FINANCIAL CORP | 19,988 | $1.0M | 0.09% | 2025-12-31 |
| 104 | Bellecapital International Ltd. | 19,908 | $1.0M | 0.09% | 2025-12-31 |
| 105 | LexAurum Advisors, LLC | 19,788 | $999.5K | 0.09% | 2025-09-30 |
| 106 | Objective Capital Management, LLC | 17,850 | $898.2K | 0.08% | 2025-12-31 |
| 107 | Client First Capital LLC | 17,848 | $898.1K | 0.08% | 2025-12-31 |
| 108 | Brookwood Investment Group LLC | 17,498 | $880.5K | 0.08% | 2025-12-31 |
| 109 | ELEVATION POINT WEALTH PARTNERS, LLC | 17,470 | $879.1K | 0.08% | 2025-12-31 |
| 110 | 4J Wealth Management LLC | 17,174 | $864.2K | 0.08% | 2025-12-31 |
| 111 | DORVAL Corp | 17,004 | $855.7K | 0.08% | 2025-12-31 |
| 112 | Elequin Capital, LP | 15,782 | $794.1K | 0.07% | 2025-12-31 |
| 113 | Vestmark Advisory Solutions, Inc. | 15,460 | $777.9K | 0.07% | 2025-12-31 |
| 114 | Fourth Dimension Wealth, LLC | 15,103 | $760.0K | 0.07% | 2025-12-31 |
| 115 | Kathmere Capital Management, LLC | 15,000 | $754.8K | 0.07% | 2025-12-31 |
| 116 | WEBSTER BANK, N. A. | 14,016 | $705.3K | 0.06% | 2025-12-31 |
| 117 | Core Wealth Advisors, Inc. | 13,808 | $694.8K | 0.06% | 2025-12-31 |
| 118 | BSW Wealth Partners | 13,737 | $691.2K | 0.06% | 2025-12-31 |
| 119 | Sharkey, Howes & Javer | 13,476 | $678.1K | 0.06% | 2025-12-31 |
| 120 | QUANTIFY CHAOS ADVISORS, LLC | 12,748 | $641.5K | 0.06% | 2025-12-31 |
| 121 | SYKON CAPITAL LLC | 12,297 | $618.8K | 0.06% | 2025-12-31 |
| 122 | Chicago Partners Investment Group LLC | 11,924 | $601.6K | 0.05% | 2025-12-31 |
| 123 | PNC Financial Services Group, Inc. | 11,822 | $594.9K | 0.05% | 2025-12-31 |
| 124 | Belpointe Asset Management LLC | 11,736 | $590.6K | 0.05% | 2025-12-31 |
| 125 | Farther Finance Advisors, LLC | 11,650 | $586.2K | 0.05% | 2025-12-31 |
| 126 | LEIGH BALDWIN & CO., LLC | 9,627 | $535.8K | 0.04% | 2025-09-30 |
| 127 | BENJAMIN EDWARDS INC | 10,591 | $533.1K | 0.05% | 2025-12-31 |
| 128 | McAdam, LLC | 10,534 | $530.1K | 0.05% | 2025-12-31 |
| 129 | Forum Financial Management, LP | 10,500 | $528.4K | 0.05% | 2025-12-31 |
| 130 | KESTRA PRIVATE WEALTH SERVICES, LLC | 9,352 | $470.6K | 0.04% | 2025-12-31 |
| 131 | Cerity Partners LLC | 9,169 | $461.4K | 0.04% | 2025-12-31 |
| 132 | KM Capital Management Ltd. | 9,066 | $456.2K | 0.04% | 2025-12-31 |
| 133 | TAGStone Capital, Inc. | 9,061 | $455.9K | 0.04% | 2025-12-31 |
| 134 | First Citizens Financial Corp | 8,959 | $452.5K | 0.04% | 2025-09-30 |
| 135 | Vertex Planning Partners, LLC | 8,854 | $445.5K | 0.04% | 2025-12-31 |
| 136 | Dynamic Advisor Solutions LLC | 8,691 | $437.3K | 0.04% | 2025-12-31 |
| 137 | Advisory Services Network, LLC | 8,550 | $430.3K | 0.04% | 2025-12-31 |
| 138 | Lionshead Wealth Management, LLC | 8,460 | $425.7K | 0.04% | 2025-12-31 |
| 139 | Westwood Wealth Management | 8,460 | $425.7K | 0.04% | 2025-12-31 |
| 140 | Cross Staff Investments Inc | 8,000 | $402.6K | 0.03% | 2025-12-31 |
| 141 | Southeast Asset Advisors, LLC | 7,750 | $390.0K | 0.03% | 2025-12-31 |
| 142 | Crossmark Global Holdings, Inc. | 7,697 | $388.4K | 0.03% | 2025-09-30 |
| 143 | OLD MISSION CAPITAL LLC | 7,532 | $379.0K | 0.03% | 2025-12-31 |
| 144 | Vise Technologies, Inc. | 7,478 | $376.3K | 0.03% | 2025-12-31 |
| 145 | Argent Trust Co | 7,476 | $376.2K | 0.03% | 2025-12-31 |
| 146 | IHT Wealth Management, LLC | 7,462 | $375.5K | 0.03% | 2025-12-31 |
| 147 | Financial Plan, Inc. | 7,300 | $367.3K | 0.03% | 2025-12-31 |
| 148 | Milestone Investment Advisors LLC | 7,223 | $363.5K | 0.03% | 2025-12-31 |
| 149 | MGO ONE SEVEN LLC | 7,137 | $359.1K | 0.03% | 2025-12-31 |
| 150 | MRP Capital Investments, LLC | 7,000 | $352.2K | 0.03% | 2025-12-31 |
| 151 | Visionary Wealth Advisors | 6,958 | $351.4K | 0.03% | 2025-09-30 |
| 152 | Orion Porfolio Solutions, LLC | 6,865 | $345.4K | 0.03% | 2025-12-31 |
| 153 | LIGHTHOUSE FINANCIAL SERVICES INC /ADV | 6,735 | $338.9K | 0.03% | 2025-12-31 |
| 154 | Csenge Advisory Group | 6,679 | $336.1K | 0.03% | 2025-12-31 |
| 155 | Iowa State Bank | 6,649 | $334.6K | 0.03% | 2025-12-31 |
| 156 | Skyline Advisors, Inc. | 6,574 | $330.8K | 0.03% | 2025-12-31 |
| 157 | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 6,366 | $320.4K | 0.03% | 2025-12-31 |
| 158 | SILVER OAK SECURITIES, INCORPORATED | 6,224 | $313.1K | 0.03% | 2025-12-31 |
| 159 | OPTIMA CAPITAL LLC | 6,149 | $309.4K | 0.03% | 2025-12-31 |
| 160 | CreativeOne Wealth, LLC | 6,052 | $304.6K | 0.02% | 2025-12-31 |
| 161 | FINANCIAL MANAGEMENT NETWORK INC | 6,039 | $303.9K | 0.02% | 2025-12-31 |
| 162 | GOLDMAN SACHS GROUP INC | 6,010 | $302.4K | 0.02% | 2025-12-31 |
| 163 | Mallini Complete Financial Planning LLC | 6,000 | $301.9K | 0.02% | 2025-12-31 |
| 164 | BCGM Wealth Management, LLC | 5,880 | $295.9K | 0.02% | 2025-12-31 |
| 165 | Heritage Wealth Management, Inc./Texas | 5,808 | $292.3K | 0.02% | 2025-12-31 |
| 166 | MERCER GLOBAL ADVISORS INC /ADV | 5,614 | $282.5K | 0.02% | 2025-12-31 |
| 167 | Chatterton & Associates Inc. | 5,485 | $276.0K | 0.02% | 2025-12-31 |
| 168 | Shum Financial Group, Inc. | 5,460 | $275.8K | 0.02% | 2025-09-30 |
| 169 | Lantz Financial LLC | 5,442 | $273.8K | 0.02% | 2025-12-31 |
| 170 | CLIENT 1ST ADVISORY GROUP, LLC | 5,421 | $272.8K | 0.02% | 2025-12-31 |
| 171 | BlackDiamond Wealth Management, LLC | 5,377 | $271.6K | 0.02% | 2025-12-31 |
| 172 | VERITY Wealth Advisors | 5,383 | $270.9K | 0.02% | 2025-12-31 |
| 173 | Allworth Financial LP | 5,339 | $269.7K | 0.02% | 2025-12-31 |
| 174 | Insight Inv LLC | 5,300 | $266.7K | 0.02% | 2025-12-31 |
| 175 | Charter Capital Management, LLC\DE | 5,297 | $266.5K | 0.02% | 2025-12-31 |
| 176 | Zhang Financial LLC | 5,037 | $253.5K | 0.02% | 2025-12-31 |
| 177 | Wilmington Savings Fund Society, FSB | 4,997 | $252.4K | 0.02% | 2025-09-30 |
| 178 | SAX WEALTH ADVISORS, LLC | 5,000 | $251.6K | 0.02% | 2025-12-31 |
| 179 | Towneley Capital Management, Inc / DE | 4,961 | $249.6K | 0.02% | 2025-12-31 |
| 180 | FIDELIS CAPITAL PARTNERS, LLC | 4,854 | $244.3K | 0.02% | 2025-12-31 |
| 181 | PINNACLE ASSOCIATES LTD | 4,714 | $237.2K | 0.02% | 2025-12-31 |
| 182 | Corient Private Wealth LLC | 4,497 | $226.3K | 0.02% | 2025-12-31 |
| 183 | MassMutual Private Wealth & Trust, FSB | 4,370 | $219.9K | 0.02% | 2025-12-31 |
| 184 | DecisionMap Wealth Management, LLC | 4,343 | $218.5K | 0.02% | 2025-12-31 |
| 185 | Perennial Investment Advisors, LLC | 4,283 | $216.3K | 0.02% | 2025-09-30 |
| 186 | MISSION WEALTH MANAGEMENT, LP | 4,279 | $215.3K | 0.02% | 2025-12-31 |
| 187 | BDFS Capital LLC | 4,227 | $212.7K | 0.02% | 2025-12-31 |
| 188 | Independent Wealth Network Inc. | 4,211 | $211.9K | 0.02% | 2025-12-31 |
| 189 | Stokes Family Office, LLC | 4,205 | $211.6K | 0.02% | 2025-12-31 |
| 190 | Avidian Wealth Enterprises, LLC | 4,184 | $210.5K | 0.02% | 2025-12-31 |
| 191 | LEGACY SOLUTIONS, LLC | 4,170 | $209.8K | 0.02% | 2025-12-31 |
| 192 | TWO SIGMA SECURITIES, LLC | 4,124 | $208.3K | 0.02% | 2025-09-30 |
| 193 | Dorsey & Whitney Trust CO LLC | 4,028 | $202.7K | 0.01% | 2025-12-31 |
| 194 | Concurrent Investment Advisors, LLC | 4,016 | $202.1K | 0.01% | 2025-12-31 |
| 195 | Kovack Advisors, Inc. | 4,001 | $201.3K | 0.01% | 2025-12-31 |
| 196 | Steward Partners Investment Advisory, LLC | 3,900 | $196.2K | 0.01% | 2025-12-31 |
| 197 | MAI Capital Management | 3,814 | $191.9K | 0.01% | 2025-12-31 |
| 198 | MATHER GROUP, LLC. | 2,634 | $133.0K | 0.01% | 2025-09-30 |
| 199 | BLUELINE ADVISORS LLC | 2,304 | $115.9K | 0.01% | 2025-12-31 |
| 200 | Capital Investment Advisory Services, LLC | 2,200 | $110.7K | 0.01% | 2025-12-31 |
| 201 | Centennial Bank/AR/ | 1,730 | $87.1K | 0.00% | 2025-12-31 |
| 202 | Geneos Wealth Management Inc. | 1,483 | $74.6K | 0.00% | 2025-12-31 |
| 203 | Pineridge Advisors LLC | 976 | $49.3K | 0.00% | 2025-09-30 |
| 204 | Harbor Asset Planning, Inc. | 967 | $48.7K | 0.00% | 2025-12-31 |
| 205 | Sunbelt Securities, Inc. | 883 | $44.4K | 0.00% | 2025-12-31 |
| 206 | Signature Equity Partners, LLC | 844 | $42.5K | 0.00% | 2025-12-31 |
| 207 | Newbridge Financial Services Group, Inc. | 637 | $32.2K | 0.00% | 2025-09-30 |
| 208 | Global Retirement Partners, LLC | 569 | $28.7K | 0.00% | 2025-09-30 |
| 209 | CREATIVE FINANCIAL DESIGNS INC /ADV | 472 | $23.8K | 0.00% | 2025-12-31 |
| 210 | City State Bank | 381 | $19.2K | 0.00% | 2025-12-31 |
| 211 | PRINCIPAL SECURITIES, INC. | 345 | $17.4K | 0.00% | 2025-09-30 |
| 212 | Aptus Capital Advisors, LLC | 340 | $17.2K | 0.00% | 2025-09-30 |
| 213 | Strategic Wealth Partners, Ltd. | 267 | $13.5K | 0.00% | 2025-09-30 |
| 214 | Pinnacle Bancorp, Inc. | 262 | $13.2K | 0.00% | 2025-12-31 |
| 215 | VALLEY WEALTH MANAGERS, INC. | 200 | $10.1K | 0.00% | 2025-12-31 |
| 216 | Cambridge Investment Research Advisors, Inc. | 182,394 | $9.2K | 0.90% | 2025-12-31 |
| 217 | CWM, LLC | 170,185 | $8.6K | 0.84% | 2025-12-31 |
| 218 | Betterment LLC | 133,731 | $6.7K | 0.66% | 2025-12-31 |
| 219 | NBC SECURITIES, INC. | 100 | $5.0K | 0.00% | 2025-12-31 |
| 220 | FLAGSHIP HARBOR ADVISORS, LLC | 59 | $3.0K | 0.00% | 2025-12-31 |
| 221 | Thrivent Financial for Lutherans | 53,536 | $2.7K | 0.26% | 2025-12-31 |
| 222 | Janney Montgomery Scott LLC | 21,197 | $1.1K | 0.10% | 2025-12-31 |
| 223 | Columbia River Financial Group, LLC | 18,628 | $937 | 0.09% | 2025-12-31 |
| 224 | NATIXIS ADVISORS, LLC | 18,206 | $920 | 0.08% | 2025-09-30 |
| 225 | VALLEY NATIONAL ADVISERS INC | 10,755 | $541 | 0.05% | 2025-12-31 |
| 226 | ASSETMARK, INC | 8 | $403 | 0.00% | 2025-12-31 |
| 227 | Capital Advisors, Ltd. LLC | 4,485 | $226 | 0.02% | 2025-12-31 |
| 228 | FLOW TRADERS U.S. LLC | 4,140 | $208 | 0.02% | 2025-12-31 |
| 229 | CX Institutional | 1,501 | $76 | 0.00% | 2025-12-31 |
| 230 | WELLS FARGO & COMPANY/MN | 1 | $49 | 0.00% | 2025-12-31 |
| 231 | AE Wealth Management LLC | 1 | $42 | 0.00% | 2025-12-31 |
| 232 | Capital Analysts, LLC | 437 | $22 | 0.00% | 2025-12-31 |
| 233 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 207 | $10 | 0.00% | 2025-12-31 |
| 234 | Strategic Wealth Advisors LLC | 86 | $4 | 0.00% | 2025-12-31 |