CUSIP 46434V613
ISHARES TR
430 institutions · $29.51B total · 637,077,525 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 119,092,213 | $5.54B | 18.69% | 2025-12-31 |
| 2 | JONES FINANCIAL COMPANIES LLLP | 76,387,791 | $3.56B | 11.99% | 2025-12-31 |
| 3 | BlackRock, Inc. | 61,099,887 | $2.84B | 9.59% | 2025-12-31 |
| 4 | LPL Financial LLC | 45,507,455 | $2.12B | 7.14% | 2025-12-31 |
| 5 | WELLS FARGO & COMPANY/MN | 30,781,238 | $1.43B | 4.83% | 2025-12-31 |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28,622,754 | $1.33B | 4.49% | 2025-12-31 |
| 7 | MORGAN STANLEY | 24,700,095 | $1.15B | 3.87% | 2025-12-31 |
| 8 | JPMORGAN CHASE & CO | 15,341,216 | $714.0M | 2.40% | 2025-12-31 |
| 9 | Mariner, LLC | 13,099,803 | $609.7M | 2.05% | 2025-12-31 |
| 10 | Envestnet Portfolio Solutions, Inc. | 12,467,587 | $580.2M | 1.95% | 2025-12-31 |
| 11 | AMERIPRISE FINANCIAL INC | 11,063,293 | $514.8M | 1.73% | 2025-12-31 |
| 12 | Bank of New York Mellon Corp | 9,638,325 | $448.6M | 1.51% | 2025-12-31 |
| 13 | Cetera Investment Advisers | 9,522,893 | $443.2M | 1.49% | 2025-12-31 |
| 14 | MML INVESTORS SERVICES, LLC | 7,437,955 | $346.2M | 1.16% | 2025-12-31 |
| 15 | Resources Investment Advisors, LLC. | 6,860,453 | $319.3M | 1.07% | 2025-12-31 |
| 16 | SigFig Wealth Management, LLC | 4,631,033 | $215.5M | 0.72% | 2025-12-31 |
| 17 | Wealthspire Advisors, LLC | 4,617,814 | $214.9M | 0.72% | 2025-12-31 |
| 18 | Kestra Investment Management, LLC | 4,604,175 | $214.3M | 0.72% | 2025-12-31 |
| 19 | GeoWealth Management, LLC | 4,582,400 | $213.3M | 0.71% | 2025-12-31 |
| 20 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 3,993,982 | $185.9M | 0.62% | 2025-12-31 |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 3,121,715 | $145.3M | 0.49% | 2025-12-31 |
| 22 | Foundations Investment Advisors, LLC | 3,018,150 | $140.5M | 0.47% | 2025-12-31 |
| 23 | UBS Group AG | 3,017,320 | $140.4M | 0.47% | 2025-12-31 |
| 24 | RAYMOND JAMES FINANCIAL INC | 2,930,600 | $136.4M | 0.46% | 2025-12-31 |
| 25 | Sanctuary Advisors, LLC | 2,956,054 | $136.2M | 0.46% | 2025-12-31 |
| 26 | Savvy Advisors, Inc. | 2,839,695 | $132.2M | 0.44% | 2025-12-31 |
| 27 | NewEdge Advisors, LLC | 2,834,464 | $131.9M | 0.44% | 2025-12-31 |
| 28 | Mason & Associates, LLC | 2,831,120 | $131.8M | 0.44% | 2025-12-31 |
| 29 | Royal Bank of Canada | 2,728,106 | $127.0M | 0.42% | 2025-12-31 |
| 30 | First Command Advisory Services, Inc. | 2,694,268 | $125.4M | 0.42% | 2025-12-31 |
| 31 | STIFEL FINANCIAL CORP | 2,624,353 | $122.1M | 0.41% | 2025-12-31 |
| 32 | Allworth Financial LP | 2,542,343 | $118.8M | 0.39% | 2025-12-31 |
| 33 | ADVISOR GROUP HOLDINGS, INC. | 2,484,565 | $115.7M | 0.38% | 2025-12-31 |
| 34 | JB Capital LLC | 2,381,505 | $110.8M | 0.37% | 2025-12-31 |
| 35 | ASSETMARK, INC | 1,797,858 | $83.7M | 0.28% | 2025-12-31 |
| 36 | Farther Finance Advisors, LLC | 1,703,390 | $79.3M | 0.26% | 2025-12-31 |
| 37 | Compass Ion Advisors, LLC | 1,688,690 | $78.6M | 0.26% | 2025-12-31 |
| 38 | TRUIST FINANCIAL CORP | 1,655,906 | $77.1M | 0.25% | 2025-12-31 |
| 39 | MCMORGAN & CO LLC | 1,615,139 | $75.2M | 0.25% | 2025-12-31 |
| 40 | Focus Partners Wealth | 1,607,867 | $74.8M | 0.25% | 2025-12-31 |
| 41 | Symmetry Partners, LLC | 1,600,423 | $74.5M | 0.25% | 2025-12-31 |
| 42 | US BANCORP \DE\ | 1,475,274 | $68.7M | 0.23% | 2025-12-31 |
| 43 | Baker Avenue Asset Management, LP | 1,431,399 | $66.6M | 0.22% | 2025-12-31 |
| 44 | PNC Financial Services Group, Inc. | 1,429,747 | $66.5M | 0.22% | 2025-12-31 |
| 45 | Affinity Capital Advisors, LLC | 1,387,146 | $64.6M | 0.21% | 2025-12-31 |
| 46 | FMR LLC | 1,319,389 | $61.4M | 0.20% | 2025-12-31 |
| 47 | Kestra Advisory Services, LLC | 1,318,414 | $61.4M | 0.20% | 2025-12-31 |
| 48 | WILEY BROS.-AINTREE CAPITAL, LLC | 1,300,226 | $60.6M | 0.20% | 2025-12-31 |
| 49 | BANK OF AMERICA CORP /DE/ | 1,242,518 | $57.8M | 0.19% | 2025-12-31 |
| 50 | Global Strategic Investment Solutions, LLC | 1,226,424 | $57.1M | 0.19% | 2025-12-31 |
| 51 | SOFI WEALTH, LLC | 1,207,399 | $56.2M | 0.18% | 2025-12-31 |
| 52 | NorthRock Partners, LLC | 1,162,266 | $54.1M | 0.18% | 2025-12-31 |
| 53 | Integrated Wealth Concepts LLC | 1,129,054 | $52.5M | 0.17% | 2025-12-31 |
| 54 | Steel Peak Wealth Management LLC | 1,093,577 | $50.9M | 0.17% | 2025-12-31 |
| 55 | Intelligence Driven Advisers, LLC | 1,042,459 | $48.5M | 0.16% | 2025-12-31 |
| 56 | Atria Investments, Inc | 1,041,792 | $48.5M | 0.16% | 2025-12-31 |
| 57 | Avidian Wealth Solutions, LLC | 1,028,988 | $47.9M | 0.16% | 2025-12-31 |
| 58 | Sharkey, Howes & Javer | 1,013,565 | $47.2M | 0.15% | 2025-12-31 |
| 59 | Destination Wealth Management | 1,004,200 | $46.7M | 0.15% | 2025-12-31 |
| 60 | UNIVEST FINANCIAL Corp | 989,695 | $46.1M | 0.15% | 2025-12-31 |
| 61 | REGIONS FINANCIAL CORP | 973,755 | $45.3M | 0.15% | 2025-12-31 |
| 62 | High Falls Advisors, Inc | 949,545 | $44.2M | 0.14% | 2025-12-31 |
| 63 | KEYBANK NATIONAL ASSOCIATION/OH | 946,323 | $44.0M | 0.14% | 2025-12-31 |
| 64 | Stash Investments, LLC | 945,087 | $44.0M | 0.14% | 2025-12-31 |
| 65 | Stone House Investment Management, LLC | 943,025 | $43.9M | 0.14% | 2025-12-31 |
| 66 | Johnson Bixby & Associates, LLC | 928,441 | $43.2M | 0.14% | 2025-12-31 |
| 67 | Icon Wealth Advisors, LLC | 921,668 | $42.9M | 0.14% | 2025-12-31 |
| 68 | Baird Financial Group, Inc. | 914,041 | $42.5M | 0.14% | 2025-12-31 |
| 69 | CreativeOne Wealth, LLC | 893,247 | $41.6M | 0.14% | 2025-12-31 |
| 70 | Brinker Capital Investments, LLC | 876,079 | $40.8M | 0.13% | 2025-12-31 |
| 71 | MGO ONE SEVEN LLC | 832,390 | $38.7M | 0.13% | 2025-12-31 |
| 72 | Apella Capital, LLC | 826,561 | $38.5M | 0.12% | 2025-12-31 |
| 73 | JT Stratford LLC | 821,240 | $38.2M | 0.12% | 2025-12-31 |
| 74 | INTEGRITY ALLIANCE, LLC. | 803,996 | $37.4M | 0.12% | 2025-12-31 |
| 75 | Miracle Mile Advisors, LLC | 780,869 | $36.3M | 0.12% | 2025-12-31 |
| 76 | JACOBSON & SCHMITT ADVISORS, LLC | 779,202 | $36.3M | 0.12% | 2025-12-31 |
| 77 | Strategic Blueprint, LLC | 697,416 | $32.5M | 0.10% | 2025-12-31 |
| 78 | ONE Advisory Partners, LLC | 677,341 | $31.5M | 0.10% | 2025-12-31 |
| 79 | ZRC WEALTH MANAGEMENT, LLC | 671,055 | $31.2M | 0.10% | 2025-12-31 |
| 80 | Trek Financial, LLC | 640,051 | $29.8M | 0.10% | 2025-12-31 |
| 81 | Perigon Wealth Management, LLC | 633,426 | $29.5M | 0.09% | 2025-12-31 |
| 82 | Global Retirement Partners, LLC | 633,336 | $29.5M | 0.09% | 2025-12-31 |
| 83 | Stokes Family Office, LLC | 624,691 | $29.1M | 0.09% | 2025-12-31 |
| 84 | Summit Financial, LLC | 598,936 | $27.9M | 0.09% | 2025-12-31 |
| 85 | AE Wealth Management LLC | 585,408 | $27.2M | 0.09% | 2025-12-31 |
| 86 | CI Private Wealth, LLC | 581,365 | $27.1M | 0.09% | 2025-12-31 |
| 87 | GM Advisory Group, Inc. | 580,630 | $27.0M | 0.09% | 2025-12-31 |
| 88 | Atomi Financial Group, Inc. | 570,336 | $26.5M | 0.08% | 2025-12-31 |
| 89 | Horst & Graben Wealth Management LLC | 560,025 | $26.1M | 0.08% | 2025-12-31 |
| 90 | Legacy Financial Group LLC | 543,077 | $25.4M | 0.08% | 2025-12-31 |
| 91 | PRINCIPAL SECURITIES, INC. | 543,326 | $25.3M | 0.08% | 2025-12-31 |
| 92 | PAX Financial Group, LLC | 532,381 | $24.8M | 0.08% | 2025-12-31 |
| 93 | Brookstone Capital Management | 528,556 | $24.6M | 0.08% | 2025-12-31 |
| 94 | Merit Financial Group, LLC | 505,108 | $23.5M | 0.07% | 2025-12-31 |
| 95 | Skyline Advisors, Inc. | 499,698 | $23.3M | 0.07% | 2025-12-31 |
| 96 | Invst, LLC | 493,681 | $23.1M | 0.07% | 2025-12-31 |
| 97 | Austin Private Wealth, LLC | 483,015 | $22.5M | 0.07% | 2025-12-31 |
| 98 | Wealth Alliance | 478,439 | $22.3M | 0.07% | 2025-12-31 |
| 99 | LANDMARK WEALTH MANAGEMENT, INC. | 470,529 | $21.9M | 0.07% | 2025-12-31 |
| 100 | Coppell Advisory Solutions LLC | 458,281 | $21.4M | 0.07% | 2025-12-31 |
| 101 | KWB Wealth | 456,365 | $21.2M | 0.07% | 2025-12-31 |
| 102 | Spire Wealth Management | 454,080 | $21.1M | 0.07% | 2025-12-31 |
| 103 | Apeiron RIA LLC | 449,436 | $20.9M | 0.07% | 2025-12-31 |
| 104 | Regal Investment Advisors LLC | 448,866 | $20.9M | 0.07% | 2025-12-31 |
| 105 | Bay Harbor Wealth Management, LLC | 447,303 | $20.8M | 0.07% | 2025-12-31 |
| 106 | HighTower Advisors, LLC | 438,748 | $20.4M | 0.06% | 2025-12-31 |
| 107 | Elevated Financial Group LLC | 437,193 | $20.3M | 0.06% | 2025-12-31 |
| 108 | West Wealth Group, LLC | 403,416 | $18.8M | 0.06% | 2025-12-31 |
| 109 | Shared Vision Wealth Group LLC | 395,131 | $18.5M | 0.06% | 2025-12-31 |
| 110 | Modern Wealth Management, LLC | 392,368 | $18.3M | 0.06% | 2025-12-31 |
| 111 | Rockefeller Capital Management L.P. | 375,039 | $17.5M | 0.05% | 2025-12-31 |
| 112 | PFG Advisors | 374,210 | $17.4M | 0.05% | 2025-12-31 |
| 113 | CFS Investment Advisory Services, LLC | 370,207 | $17.2M | 0.05% | 2025-12-31 |
| 114 | WCG Wealth Advisors LLC | 368,692 | $17.2M | 0.05% | 2025-12-31 |
| 115 | U.S. Capital Wealth Advisors, LLC | 366,696 | $17.1M | 0.05% | 2025-12-31 |
| 116 | Tanager Wealth Management LLP | 361,795 | $16.8M | 0.05% | 2025-12-31 |
| 117 | 5T Wealth, LLC | 360,565 | $16.8M | 0.05% | 2025-12-31 |
| 118 | MERCER GLOBAL ADVISORS INC /ADV | 356,558 | $16.6M | 0.05% | 2025-12-31 |
| 119 | Firestone Capital Management | 349,346 | $16.3M | 0.05% | 2025-12-31 |
| 120 | Opes Wealth Management LLC | 347,916 | $16.2M | 0.05% | 2025-12-31 |
| 121 | One Wealth Advisors, LLC | 343,351 | $16.0M | 0.05% | 2025-12-31 |
| 122 | D.A. DAVIDSON & CO. | 336,812 | $15.7M | 0.05% | 2025-12-31 |
| 123 | Forum Private Client Group LLC | 336,479 | $15.7M | 0.05% | 2025-12-31 |
| 124 | Keystone Financial Services | 335,111 | $15.6M | 0.05% | 2025-12-31 |
| 125 | Central Pacific Bank - Trust Division | 334,001 | $15.5M | 0.05% | 2025-12-31 |
| 126 | LIBERTY WEALTH MANAGEMENT LLC | 329,189 | $15.3M | 0.05% | 2025-12-31 |
| 127 | Private Advisor Group, LLC | 327,406 | $15.2M | 0.05% | 2025-12-31 |
| 128 | Bensler, LLC | 321,687 | $15.0M | 0.05% | 2025-12-31 |
| 129 | Pensionmark Financial Group, LLC | 584,856 | $14.7M | 0.09% | 2025-12-31 |
| 130 | True Vision MN LLC | 315,686 | $14.7M | 0.04% | 2025-12-31 |
| 131 | Summit Wealth Partners, LLC | 311,914 | $14.5M | 0.04% | 2025-12-31 |
| 132 | Hoxton Planning & Management, LLC | 310,069 | $14.4M | 0.04% | 2025-12-31 |
| 133 | Claro Advisors LLC | 305,803 | $14.2M | 0.04% | 2025-12-31 |
| 134 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 305,637 | $14.2M | 0.04% | 2025-12-31 |
| 135 | Mutual Advisors, LLC | 303,265 | $14.1M | 0.04% | 2025-12-31 |
| 136 | TIEMANN INVESTMENT ADVISORS, LLC | 295,392 | $13.7M | 0.04% | 2025-12-31 |
| 137 | SWP FINANCIAL LLC | 293,306 | $13.7M | 0.04% | 2025-12-31 |
| 138 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 291,471 | $13.6M | 0.04% | 2025-12-31 |
| 139 | Sovran Advisors, LLC | 276,516 | $12.9M | 0.04% | 2025-12-31 |
| 140 | WealthShield Partners, LLC | 277,066 | $12.9M | 0.04% | 2025-12-31 |
| 141 | DIVERSIFY WEALTH MANAGEMENT, LLC | 274,247 | $12.8M | 0.04% | 2025-12-31 |
| 142 | Armor Investment Advisors, LLC | 256,790 | $12.0M | 0.04% | 2025-12-31 |
| 143 | Simplicity Wealth,LLC | 255,317 | $11.9M | 0.04% | 2025-12-31 |
| 144 | Ronald Blue Trust, Inc. | 253,163 | $11.8M | 0.03% | 2025-12-31 |
| 145 | Kingsview Wealth Management, LLC | 251,027 | $11.7M | 0.03% | 2025-12-31 |
| 146 | J. Mark Nickell & Co. | 250,397 | $11.7M | 0.03% | 2025-12-31 |
| 147 | COMERICA BANK | 246,744 | $11.5M | 0.03% | 2025-12-31 |
| 148 | Galvin, Gaustad & Stein, LLC | 245,494 | $11.4M | 0.03% | 2025-12-31 |
| 149 | Vise Technologies, Inc. | 243,800 | $11.3M | 0.03% | 2025-12-31 |
| 150 | TSA Wealth Managment LLC | 238,781 | $11.1M | 0.03% | 2025-12-31 |
| 151 | Frisch Financial Group, Inc. | 236,762 | $11.0M | 0.03% | 2025-12-31 |
| 152 | FINANCIAL LIFE ADVISORS | 232,615 | $10.8M | 0.03% | 2025-12-31 |
| 153 | ENDEAVOR PRIVATE WEALTH, INC. | 227,599 | $10.6M | 0.03% | 2025-12-31 |
| 154 | Csenge Advisory Group | 224,656 | $10.5M | 0.03% | 2025-12-31 |
| 155 | Mosley Wealth Management | 208,223 | $9.7M | 0.03% | 2025-12-31 |
| 156 | Apollon Wealth Management, LLC | 208,093 | $9.7M | 0.03% | 2025-12-31 |
| 157 | CLIENT 1ST ADVISORY GROUP, LLC | 207,601 | $9.7M | 0.03% | 2025-12-31 |
| 158 | Atlatl Advisers LLC | 206,076 | $9.6M | 0.03% | 2025-12-31 |
| 159 | Orgel Wealth Management, LLC | 203,722 | $9.5M | 0.03% | 2025-12-31 |
| 160 | RETIREMENT CAPITAL STRATEGIES | 201,662 | $9.4M | 0.03% | 2025-12-31 |
| 161 | Heck Capital Advisors, LLC | 200,732 | $9.3M | 0.03% | 2025-12-31 |
| 162 | MOULTON WEALTH MANAGEMENT, INC | 184,615 | $9.3M | 0.02% | 2025-12-31 |
| 163 | Security Financial Services, INC. | 197,185 | $9.2M | 0.03% | 2025-12-31 |
| 164 | EWA, LLC | 197,027 | $9.2M | 0.03% | 2025-12-31 |
| 165 | Cornerstone Planning Group LLC | 195,060 | $9.1M | 0.03% | 2025-12-31 |
| 166 | Triangle Securities Wealth Management | 195,115 | $9.1M | 0.03% | 2025-12-31 |
| 167 | Veridan Wealth LLC | 191,244 | $8.9M | 0.03% | 2025-12-31 |
| 168 | Diversified Portfolios, Inc. | 190,489 | $8.9M | 0.02% | 2025-12-31 |
| 169 | Concurrent Investment Advisors, LLC | 189,159 | $8.8M | 0.02% | 2025-12-31 |
| 170 | New Capital Management LP | 185,239 | $8.6M | 0.02% | 2025-12-31 |
| 171 | Creative Planning | 180,532 | $8.4M | 0.02% | 2025-12-31 |
| 172 | Mayflower Financial Advisors, LLC | 179,727 | $8.4M | 0.02% | 2025-12-31 |
| 173 | Barnes Wealth Management Group, Inc | 177,979 | $8.3M | 0.02% | 2025-12-31 |
| 174 | TWIN PEAKS WEALTH ADVISORS, LLC | 176,757 | $8.2M | 0.02% | 2025-12-31 |
| 175 | KICKSTAND VENTURES, LLC. | 176,557 | $8.2M | 0.02% | 2025-12-31 |
| 176 | Kilter Group LLC | 175,167 | $8.2M | 0.02% | 2025-12-31 |
| 177 | ONE WEALTH CAPITAL MANAGEMENT, LLC | 175,110 | $8.1M | 0.02% | 2025-12-31 |
| 178 | Ashton Thomas Private Wealth, LLC | 173,428 | $8.1M | 0.02% | 2025-12-31 |
| 179 | Diversify Advisory Services, LLC | 170,950 | $8.0M | 0.02% | 2025-12-31 |
| 180 | FFG RETIREMENT ADVISORS LLC | 169,464 | $7.9M | 0.02% | 2025-12-31 |
| 181 | Paradigm Financial Partners, LLC | 169,420 | $7.9M | 0.02% | 2025-12-31 |
| 182 | Alliance Private Wealth, LLC | 165,748 | $7.7M | 0.02% | 2025-12-31 |
| 183 | Polaris Investment Advisors, LLC | 164,815 | $7.7M | 0.02% | 2025-12-31 |
| 184 | Focus Financial Network, Inc. | 163,164 | $7.6M | 0.02% | 2025-12-31 |
| 185 | Royal Fund Management, LLC | 162,128 | $7.5M | 0.02% | 2025-12-31 |
| 186 | Centurion Wealth Management LLC | 159,063 | $7.4M | 0.02% | 2025-12-31 |
| 187 | Gateway Wealth Partners, LLC | 157,261 | $7.3M | 0.02% | 2025-12-31 |
| 188 | Yukon Wealth Management, Inc. | 156,663 | $7.3M | 0.02% | 2025-12-31 |
| 189 | Mount Yale Investment Advisors, LLC | 150,775 | $7.1M | 0.02% | 2025-12-31 |
| 190 | QUATTRO FINANCIAL ADVISORS LLC | 151,828 | $7.1M | 0.02% | 2025-12-31 |
| 191 | Cypress Wealth Services, LLC | 150,758 | $7.0M | 0.02% | 2025-12-31 |
| 192 | IFP Advisors, Inc | 145,772 | $6.8M | 0.02% | 2025-12-31 |
| 193 | SAX WEALTH ADVISORS, LLC | 146,234 | $6.8M | 0.02% | 2025-12-31 |
| 194 | Sentinus, LLC | 143,507 | $6.7M | 0.02% | 2025-12-31 |
| 195 | Davis Wealth Advisors, LLC | 143,297 | $6.7M | 0.02% | 2025-12-31 |
| 196 | Bennett Associates Wealth Management | 141,091 | $6.6M | 0.02% | 2025-12-31 |
| 197 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 140,801 | $6.6M | 0.02% | 2025-12-31 |
| 198 | VERUS CAPITAL PARTNERS, LLC | 139,167 | $6.5M | 0.02% | 2025-12-31 |
| 199 | CONSCIOUS WEALTH INVESTMENTS, LLC | 135,804 | $6.3M | 0.02% | 2025-12-31 |
| 200 | Snowden Capital Advisors LLC | 133,489 | $6.2M | 0.02% | 2025-12-31 |
| 201 | SAGESPRING WEALTH PARTNERS, LLC | 132,600 | $6.2M | 0.02% | 2025-12-31 |
| 202 | REGIMEN WEALTH, LLC | 132,525 | $6.2M | 0.02% | 2025-12-31 |
| 203 | EIGHT 31 FINANCIAL, LLC | 130,882 | $6.1M | 0.02% | 2025-12-31 |
| 204 | Integrity Advisory Solutions, LLC | 130,655 | $6.1M | 0.02% | 2025-12-31 |
| 205 | PFW Advisors LLC | 129,289 | $6.0M | 0.02% | 2025-12-31 |
| 206 | Pinion Investment Advisors, LLC | 128,914 | $6.0M | 0.02% | 2025-12-31 |
| 207 | Daviman Financial, LLC | 124,902 | $5.8M | 0.01% | 2025-12-31 |
| 208 | Xena Financial Planning, LLC | 124,837 | $5.8M | 0.01% | 2025-12-31 |
| 209 | RCS Financial Planning, LLC | 124,165 | $5.8M | 0.01% | 2025-12-31 |
| 210 | B. Riley Wealth Advisors, Inc. | 123,743 | $5.8M | 0.01% | 2025-12-31 |
| 211 | SageView Advisory Group, LLC | 123,487 | $5.7M | 0.01% | 2025-12-31 |
| 212 | J.M. Arbour, LLC | 121,020 | $5.6M | 0.01% | 2025-12-31 |
| 213 | BCU Wealth Advisors, LLC | 120,932 | $5.6M | 0.01% | 2025-12-31 |
| 214 | Westside Investment Management, Inc. | 118,538 | $5.5M | 0.01% | 2025-12-31 |
| 215 | Invesco Ltd. | 117,354 | $5.5M | 0.01% | 2025-12-31 |
| 216 | Venturi Wealth Management, LLC | 116,526 | $5.4M | 0.01% | 2025-12-31 |
| 217 | RFG Advisory, LLC | 115,425 | $5.4M | 0.01% | 2025-12-31 |
| 218 | Portfolio Resources Advisor Group, Inc. | 113,738 | $5.3M | 0.01% | 2025-12-31 |
| 219 | Vertex Planning Partners, LLC | 111,394 | $5.2M | 0.01% | 2025-12-31 |
| 220 | Maridea Wealth Management LLC | 110,759 | $5.2M | 0.01% | 2025-12-31 |
| 221 | TWO SIGMA SECURITIES, LLC | 109,122 | $5.1M | 0.01% | 2025-12-31 |
| 222 | LifePlan Investment Advisors, Inc. | 108,937 | $5.1M | 0.01% | 2025-12-31 |
| 223 | FORTE ASSET MANAGEMENT LLC | 108,157 | $5.0M | 0.01% | 2025-12-31 |
| 224 | Worth Financial Advisory Group, LLC | 108,075 | $5.0M | 0.01% | 2025-12-31 |
| 225 | SWMG, LLC | 107,721 | $5.0M | 0.01% | 2025-12-31 |
| 226 | Ignite Planners, LLC | 105,342 | $4.9M | 0.01% | 2025-12-31 |
| 227 | Concorde Asset Management, LLC | 101,293 | $4.7M | 0.01% | 2025-12-31 |
| 228 | Financial Engines Advisors L.L.C. | 100,112 | $4.7M | 0.01% | 2025-12-31 |
| 229 | Shira Ridge Wealth Management | 98,238 | $4.6M | 0.01% | 2025-12-31 |
| 230 | Leonard Rickey Investment Advisors P.L.L.C. | 97,708 | $4.5M | 0.01% | 2025-12-31 |
| 231 | Continuum Advisory, LLC | 97,293 | $4.5M | 0.01% | 2025-12-31 |
| 232 | Gallagher Fiduciary Advisors, LLC | 94,475 | $4.4M | 0.01% | 2025-12-31 |
| 233 | Park Place Capital Corp | 93,826 | $4.4M | 0.01% | 2025-12-31 |
| 234 | J.E. Simmons & Co., P.C. | 93,509 | $4.4M | 0.01% | 2025-12-31 |
| 235 | Advisory Services Network, LLC | 93,338 | $4.3M | 0.01% | 2025-12-31 |
| 236 | Tradition Wealth Management, LLC | 89,139 | $4.1M | 0.01% | 2025-12-31 |
| 237 | CITY NATIONAL BANK OF FLORIDA /MSD | 89,048 | $4.1M | 0.01% | 2025-12-31 |
| 238 | Patriot Financial Group Insurance Agency, LLC | 88,961 | $4.1M | 0.01% | 2025-12-31 |
| 239 | B.O.S.S. Retirement Advisors, LLC | 85,734 | $4.0M | 0.01% | 2025-12-31 |
| 240 | White Lighthouse Investment Management Inc. | 85,339 | $4.0M | 0.01% | 2025-12-31 |
| 241 | First Heartland Consultants, Inc. | 85,192 | $4.0M | 0.01% | 2025-12-31 |
| 242 | THEORY FINANCIAL LLC | 84,657 | $4.0M | 0.01% | 2025-12-31 |
| 243 | Aptus Capital Advisors, LLC | 84,060 | $3.9M | 0.01% | 2025-12-31 |
| 244 | GENESIS PRIVATE WEALTH, LLC | 83,849 | $3.9M | 0.01% | 2025-12-31 |
| 245 | Life Planning Partners, Inc | 81,589 | $3.8M | 0.01% | 2025-12-31 |
| 246 | Richard W. Paul & Associates, LLC | 80,586 | $3.8M | 0.01% | 2025-12-31 |
| 247 | Clear Creek Financial Management, LLC | 80,533 | $3.7M | 0.01% | 2025-12-31 |
| 248 | BOS Asset Management, LLC | 79,734 | $3.7M | 0.01% | 2025-12-31 |
| 249 | ALTERNA WEALTH MANAGEMENT, INC | 79,706 | $3.7M | 0.01% | 2025-12-31 |
| 250 | TMB Capital Partners, LLC | 78,719 | $3.7M | 0.01% | 2025-12-31 |
| 251 | Able Wealth Management LLC | 78,271 | $3.6M | 0.01% | 2025-12-31 |
| 252 | Steward Partners Investment Advisory, LLC | 75,973 | $3.5M | 0.01% | 2025-12-31 |
| 253 | Equitable Holdings, Inc. | 75,591 | $3.5M | 0.01% | 2025-12-31 |
| 254 | HARBOUR INVESTMENTS, INC. | 75,448 | $3.5M | 0.01% | 2025-12-31 |
| 255 | CoreCap Advisors, LLC | 75,276 | $3.5M | 0.01% | 2025-12-31 |
| 256 | Cassilly Financial Group LLC | 74,982 | $3.5M | 0.01% | 2025-12-31 |
| 257 | Waverly Advisors, LLC | 74,855 | $3.5M | 0.01% | 2025-12-31 |
| 258 | IFG Advisory, LLC | 74,825 | $3.5M | 0.01% | 2025-12-31 |
| 259 | ASL Financial, LLC | 74,415 | $3.5M | 0.01% | 2025-12-31 |
| 260 | KFA Private Wealth Group, LLC | 74,205 | $3.5M | 0.01% | 2025-12-31 |
| 261 | Alternative Investment Advisors, LLC. | 72,474 | $3.4M | 0.01% | 2025-12-31 |
| 262 | MONEYWISE, INC. | 72,721 | $3.4M | 0.01% | 2025-12-31 |
| 263 | Sunesis Advisors, LLC | 72,477 | $3.4M | 0.01% | 2025-12-31 |
| 264 | Lifelong Wealth Advisors, Inc. | 72,458 | $3.4M | 0.01% | 2025-12-31 |
| 265 | Sheridan Capital Management, LLC | 72,277 | $3.4M | 0.01% | 2025-12-31 |
| 266 | Pines Wealth Management, LLC | 71,041 | $3.3M | 0.01% | 2025-12-31 |
| 267 | Johnson Financial Group, Inc. | 70,906 | $3.3M | 0.01% | 2025-12-31 |
| 268 | Arkadios Wealth Advisors | 70,741 | $3.3M | 0.01% | 2025-12-31 |
| 269 | GOLDMAN SACHS GROUP INC | 70,362 | $3.3M | 0.01% | 2025-12-31 |
| 270 | STRATEGY ASSET MANAGERS LLC | 69,879 | $3.3M | 0.01% | 2025-12-31 |
| 271 | Chatterton & Associates Inc. | 69,317 | $3.2M | 0.01% | 2025-12-31 |
| 272 | Maia Wealth LLC | 68,635 | $3.2M | 0.01% | 2025-12-31 |
| 273 | M1 Capital Management LLC | 68,734 | $3.2M | 0.01% | 2025-12-31 |
| 274 | LCW Services, LLC | 68,018 | $3.2M | 0.01% | 2025-12-31 |
| 275 | RENASANT Bank | 67,862 | $3.2M | 0.01% | 2025-12-31 |
| 276 | AQR CAPITAL MANAGEMENT LLC | 67,683 | $3.1M | 0.01% | 2025-12-31 |
| 277 | Two West Capital Advisors LLC | 67,273 | $3.1M | 0.01% | 2025-12-31 |
| 278 | Advyzon Investment Management, LLC | 64,678 | $3.0M | 0.01% | 2025-12-31 |
| 279 | Range Financial Group LLC | 64,565 | $3.0M | 0.01% | 2025-12-31 |
| 280 | FC Advisory LLC | 64,545 | $3.0M | 0.01% | 2025-12-31 |
| 281 | Western Wealth Management, LLC | 64,055 | $3.0M | 0.01% | 2025-12-31 |
| 282 | Aspire Private Capital, LLC | 64,040 | $3.0M | 0.01% | 2025-12-31 |
| 283 | Ameritas Advisory Services, LLC | 63,274 | $2.9M | 0.00% | 2025-12-31 |
| 284 | Vestmark Advisory Solutions, Inc. | 62,669 | $2.9M | 0.00% | 2025-12-31 |
| 285 | EP Wealth Advisors, LLC | 62,629 | $2.9M | 0.00% | 2025-12-31 |
| 286 | FIRETHORN WEALTH PARTNERS, LLC | 62,526 | $2.9M | 0.00% | 2025-12-31 |
| 287 | Investment Advisory Group, LLC | 62,269 | $2.9M | 0.00% | 2025-12-31 |
| 288 | CURTIS WEALTH MANAGEMENT LLC | 61,865 | $2.9M | 0.00% | 2025-12-31 |
| 289 | Montecito Bank & Trust | 61,913 | $2.9M | 0.00% | 2025-12-31 |
| 290 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 61,680 | $2.9M | 0.00% | 2025-12-31 |
| 291 | Forefront Wealth Partners, LLC | 61,511 | $2.9M | 0.00% | 2025-12-31 |
| 292 | Hoese & Co LLP | 61,443 | $2.9M | 0.00% | 2025-12-31 |
| 293 | Align Financial, LLC | 2,850,110 | $2.9M | 0.44% | 2025-12-31 |
| 294 | Retirement Wealth Solutions LLC | 61,228 | $2.8M | 0.00% | 2025-12-31 |
| 295 | Seneca Financial Advisors LLC | 60,822 | $2.8M | 0.00% | 2025-12-31 |
| 296 | Sound Income Strategies, LLC | 60,421 | $2.8M | 0.00% | 2025-12-31 |
| 297 | Secure Asset Management, LLC | 60,499 | $2.8M | 0.00% | 2025-12-31 |
| 298 | Emergent Wealth Advisors, LLC | 57,951 | $2.7M | 0.00% | 2025-12-31 |
| 299 | Cerity Partners LLC | 57,167 | $2.7M | 0.00% | 2025-12-31 |
| 300 | SageGuard Financial Group, LLC | 56,832 | $2.6M | 0.00% | 2025-12-31 |
| 301 | CAPTRUST FINANCIAL ADVISORS | 56,315 | $2.6M | 0.00% | 2025-12-31 |
| 302 | Parallel Advisors, LLC | 56,014 | $2.6M | 0.00% | 2025-12-31 |
| 303 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 55,387 | $2.6M | 0.00% | 2025-12-31 |
| 304 | WealthPLAN Partners, LLC | 54,632 | $2.5M | 0.00% | 2025-12-31 |
| 305 | Balance Wealth, LLC | 54,272 | $2.5M | 0.00% | 2025-12-31 |
| 306 | Signal Advisors Wealth, LLC | 54,197 | $2.5M | 0.00% | 2025-12-31 |
| 307 | Lido Advisors, LLC | 53,675 | $2.5M | 0.00% | 2025-12-31 |
| 308 | J.W. COLE ADVISORS, INC. | 54,321 | $2.5M | 0.00% | 2025-12-31 |
| 309 | ABSOLUTE CAPITAL MANAGEMENT, LLC | 53,686 | $2.5M | 0.00% | 2025-12-31 |
| 310 | Wealthstar Advisors, LLC | 53,682 | $2.5M | 0.00% | 2025-12-31 |
| 311 | Tyche Wealth Partners LLC | 52,454 | $2.4M | 0.00% | 2025-12-31 |
| 312 | KESTRA PRIVATE WEALTH SERVICES, LLC | 51,690 | $2.4M | 0.00% | 2025-12-31 |
| 313 | Rossby Financial, LCC | 51,124 | $2.4M | 0.00% | 2025-12-31 |
| 314 | Americana Partners, LLC | 50,068 | $2.3M | 0.00% | 2025-12-31 |
| 315 | WealthPoint Financial, LLC | 49,952 | $2.3M | 0.00% | 2025-12-31 |
| 316 | Golden State Equity Partners | 49,730 | $2.3M | 0.00% | 2025-12-31 |
| 317 | Sovereign Financial Group, Inc. | 49,476 | $2.3M | 0.00% | 2025-12-31 |
| 318 | Columbus Macro, LLC | 48,626 | $2.3M | 0.00% | 2025-12-31 |
| 319 | PRIVATE TRUST CO NA | 48,614 | $2.3M | 0.00% | 2025-12-31 |
| 320 | Dentgroup LLC | 47,129 | $2.2M | 0.00% | 2025-12-31 |
| 321 | Sigma Planning Corp | 47,003 | $2.2M | 0.00% | 2025-12-31 |
| 322 | Smartleaf Asset Management LLC | 46,596 | $2.2M | 0.00% | 2025-12-31 |
| 323 | Clearview Wealth Advisors LLC | 45,770 | $2.1M | 0.00% | 2025-12-31 |
| 324 | Sculati Wealth Management, LLC | 45,635 | $2.1M | 0.00% | 2025-12-31 |
| 325 | Fifth Third Securities, Inc. | 45,632 | $2.1M | 0.00% | 2025-12-31 |
| 326 | Geneos Wealth Management Inc. | 44,765 | $2.1M | 0.00% | 2025-12-31 |
| 327 | BUSH INVESTMENT GROUP, LLC | 44,128 | $2.1M | 0.00% | 2025-12-31 |
| 328 | Capital Square, LLC | 44,239 | $2.1M | 0.00% | 2025-12-31 |
| 329 | Edgestream Partners, L.P. | 44,201 | $2.1M | 0.00% | 2025-12-31 |
| 330 | MARIPAU WEALTH MANAGEMENT LLC | 44,146 | $2.1M | 0.00% | 2025-12-31 |
| 331 | DAVENPORT & Co LLC | 43,418 | $2.0M | 0.00% | 2025-12-31 |
| 332 | Triad Wealth Partners, LLC | 43,099 | $2.0M | 0.00% | 2025-12-31 |
| 333 | Kovack Advisors, Inc. | 42,870 | $2.0M | 0.00% | 2025-12-31 |
| 334 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 42,697 | $2.0M | 0.00% | 2025-12-31 |
| 335 | Apollon Financial, LLC | 42,651 | $2.0M | 0.00% | 2025-12-31 |
| 336 | Richmond Investment Services, LLC | 42,642 | $2.0M | 0.00% | 2025-12-31 |
| 337 | Keebeck Wealth Management, LLC | 42,625 | $2.0M | 0.00% | 2025-12-31 |
| 338 | TRUST POINT INC. | 41,920 | $2.0M | 0.00% | 2025-12-31 |
| 339 | XY Planning Network, Inc. | 41,818 | $1.9M | 0.00% | 2025-12-31 |
| 340 | Capital Investment Advisory Services, LLC | 41,526 | $1.9M | 0.00% | 2025-12-31 |
| 341 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 40,943 | $1.9M | 0.00% | 2025-12-31 |
| 342 | TRANSCEND CAPITAL ADVISORS, LLC | 40,426 | $1.9M | 0.00% | 2025-12-31 |
| 343 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 40,417 | $1.9M | 0.00% | 2025-12-31 |
| 344 | Cooper Financial Group | 40,074 | $1.9M | 0.00% | 2025-12-31 |
| 345 | W ADVISORS, LLC | 39,271 | $1.8M | 0.00% | 2025-12-31 |
| 346 | LPWM LLC | 39,030 | $1.8M | 0.00% | 2025-12-31 |
| 347 | Archer Investment Management, LLC | 38,913 | $1.8M | 0.00% | 2025-12-31 |
| 348 | Tempus Wealth Planning, LLC | 38,874 | $1.8M | 0.00% | 2025-12-31 |
| 349 | Gen-Wealth Partners Inc | 38,821 | $1.8M | 0.00% | 2025-12-31 |
| 350 | LEAVELL INVESTMENT MANAGEMENT, INC. | 37,897 | $1.8M | 0.00% | 2025-12-31 |
| 351 | BCS Wealth Management | 37,844 | $1.8M | 0.00% | 2025-12-31 |
| 352 | Clearstead Advisors, LLC | 36,844 | $1.7M | 0.00% | 2025-12-31 |
| 353 | Hanlon Investment Management, Inc. | 36,785 | $1.7M | 0.00% | 2025-12-31 |
| 354 | Legacy Wealth Partners, LLC | 36,741 | $1.7M | 0.00% | 2025-12-31 |
| 355 | KEYVANTAGE WEALTH, LLC | 36,379 | $1.7M | 0.00% | 2025-12-31 |
| 356 | NWAM LLC | 36,458 | $1.7M | 0.00% | 2025-12-31 |
| 357 | Newport Capital Group, LLC | 2,162 | $1.7M | 0.00% | 2025-12-31 |
| 358 | Argent Trust Co | 35,354 | $1.6M | 0.00% | 2025-12-31 |
| 359 | CREATIVE FINANCIAL DESIGNS INC /ADV | 35,323 | $1.6M | 0.00% | 2025-12-31 |
| 360 | Resurgent Financial Advisors LLC | 34,969 | $1.6M | 0.00% | 2025-12-31 |
| 361 | OpenArc Corporate Advisory, LLC | 34,927 | $1.6M | 0.00% | 2025-12-31 |
| 362 | Spectrum Planning & Advisory Services Inc. | 34,717 | $1.6M | 0.00% | 2025-12-31 |
| 363 | Visionary Horizons, LLC | 34,219 | $1.6M | 0.00% | 2025-12-31 |
| 364 | CAP Partners, LLC | 34,197 | $1.6M | 0.00% | 2025-12-31 |
| 365 | Argent Advisors, Inc. | 33,839 | $1.6M | 0.00% | 2025-12-31 |
| 366 | Quotient Wealth Partners, LLC | 33,796 | $1.6M | 0.00% | 2025-12-31 |
| 367 | COLDSTREAM CAPITAL MANAGEMENT INC | 33,375 | $1.6M | 0.00% | 2025-12-31 |
| 368 | Prime Capital Investment Advisors, LLC | 33,227 | $1.5M | 0.00% | 2025-12-31 |
| 369 | Transamerica Financial Advisors, Inc. | 32,717 | $1.5M | 0.00% | 2025-12-31 |
| 370 | Merkkuri Wealth Advisors LLC | 32,677 | $1.5M | 0.00% | 2025-12-31 |
| 371 | DAYMARK WEALTH PARTNERS, LLC | 32,137 | $1.5M | 0.00% | 2025-12-31 |
| 372 | Cape Investment Advisory, Inc. | 31,886 | $1.5M | 0.00% | 2025-12-31 |
| 373 | SUTTON PLACE INVESTORS LLC | 31,669 | $1.5M | 0.00% | 2025-12-31 |
| 374 | Legacy Edge Advisors, LLC | 31,496 | $1.5M | 0.00% | 2025-12-31 |
| 375 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 31,460 | $1.5M | 0.00% | 2025-12-31 |
| 376 | WORLD EQUITY GROUP, INC. | 31,380 | $1.5M | 0.00% | 2025-12-31 |
| 377 | BridgePort Financial Solutions, LLC | 31,330 | $1.5M | 0.00% | 2025-12-31 |
| 378 | Linscomb & Williams, Inc. | 31,212 | $1.5M | 0.00% | 2025-12-31 |
| 379 | Klaas Financial Asset Advisors, LLC | 30,770 | $1.4M | 0.00% | 2025-12-31 |
| 380 | RDA Financial Network | 30,645 | $1.4M | 0.00% | 2025-12-31 |
| 381 | WBH ADVISORY INC | 30,435 | $1.4M | 0.00% | 2025-12-31 |
| 382 | Foster Group, Inc. | 30,190 | $1.4M | 0.00% | 2025-12-31 |
| 383 | Farrell Financial LLC | 29,995 | $1.4M | 0.00% | 2025-12-31 |
| 384 | Aprio Wealth Management, LLC | 29,496 | $1.4M | 0.00% | 2025-12-31 |
| 385 | Kelly Financial Services LLC | 29,464 | $1.4M | 0.00% | 2025-12-31 |
| 386 | Latitude Advisors, LLC | 29,108 | $1.4M | 0.00% | 2025-12-31 |
| 387 | Hobbs Wealth Management, LLC | 29,032 | $1.4M | 0.00% | 2025-12-31 |
| 388 | LongView Wealth Management | 28,591 | $1.3M | 0.00% | 2025-12-31 |
| 389 | BLALOCK WILLIAMS, LLC | 28,626 | $1.3M | 0.00% | 2025-12-31 |
| 390 | Beacon Financial Advisory LLC | 28,620 | $1.3M | 0.00% | 2025-12-31 |
| 391 | OLD MISSION CAPITAL LLC | 28,559 | $1.3M | 0.00% | 2025-12-31 |
| 392 | Vested Financial Planning, LLC | 27,521 | $1.3M | 0.00% | 2025-12-31 |
| 393 | STEPHENS INC /AR/ | 27,345 | $1.3M | 0.00% | 2025-12-31 |
| 394 | Blue Capital, Inc. | 27,317 | $1.3M | 0.00% | 2025-12-31 |
| 395 | MSH Capital Advisors LLC | 27,242 | $1.3M | 0.00% | 2025-12-31 |
| 396 | Cresset Asset Management, LLC | 27,053 | $1.3M | 0.00% | 2025-12-31 |
| 397 | OMNI 360 Wealth, Inc. | 26,608 | $1.2M | 0.00% | 2025-12-31 |
| 398 | Ausdal Financial Partners, Inc. | 26,596 | $1.2M | 0.00% | 2025-12-31 |
| 399 | Fiscal Wisdom Wealth Management, LLC | 26,429 | $1.2M | 0.00% | 2025-12-31 |
| 400 | Keenan, LLC | 16 | $1.2M | 0.00% | 2025-12-31 |
| 401 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 25,545 | $1.2M | 0.00% | 2025-12-31 |
| 402 | ETF Portfolio Partners, Inc. | 25,493 | $1.2M | 0.00% | 2025-12-31 |
| 403 | Moors & Cabot, Inc. | 25,322 | $1.2M | 0.00% | 2025-12-31 |
| 404 | BENJAMIN EDWARDS INC | 24,887 | $1.2M | 0.00% | 2025-12-31 |
| 405 | PATTON ALBERTSON MILLER GROUP, LLC | 24,769 | $1.2M | 0.00% | 2025-12-31 |
| 406 | MARINO, STRAM & ASSOCIATES LLC | 24,642 | $1.1M | 0.00% | 2025-12-31 |
| 407 | Quartz Partners, LLC | 24,550 | $1.1M | 0.00% | 2025-12-31 |
| 408 | KINGSWOOD WEALTH ADVISORS, LLC | 24,329 | $1.1M | 0.00% | 2025-12-31 |
| 409 | Waterloo Capital, L.P. | 24,066 | $1.1M | 0.00% | 2025-12-31 |
| 410 | MN Wealth Advisors, LLC | 23,864 | $1.1M | 0.00% | 2025-12-31 |
| 411 | WealthPlan Investment Management, LLC | 23,642 | $1.1M | 0.00% | 2025-12-31 |
| 412 | Hutchens & Kramer Investment Management Group, LLC | 23,508 | $1.1M | 0.00% | 2025-12-31 |
| 413 | Valmark Advisers, Inc. | 23,475 | $1.1M | 0.00% | 2025-12-31 |
| 414 | Hershey Financial Advisers, LLC | 23,369 | $1.1M | 0.00% | 2025-12-31 |
| 415 | Petros Family Wealth, LLC | 23,327 | $1.1M | 0.00% | 2025-12-31 |
| 416 | RCW Management, LLC | 23,295 | $1.1M | 0.00% | 2025-12-31 |
| 417 | KERR FINANCIAL PLANNING Corp | 23,002 | $1.1M | 0.00% | 2025-12-31 |
| 418 | Catalina Capital Group, LLC | 22,895 | $1.1M | 0.00% | 2025-12-31 |
| 419 | LiftPoint Family Wealth Advisors LLC | 22,817 | $1.1M | 0.00% | 2025-12-31 |
| 420 | CAHILL FINANCIAL ADVISORS INC | 22,803 | $1.1M | 0.00% | 2025-12-31 |
| 421 | FWG Investments, LLC. | 22,706 | $1.1M | 0.00% | 2025-12-31 |
| 422 | Windward Private Wealth Management Inc. | 22,680 | $1.1M | 0.00% | 2025-12-31 |
| 423 | Asempa Wealth Advisors | 22,609 | $1.1M | 0.00% | 2025-12-31 |
| 424 | MORRIS FINANCIAL CONCEPTS, INC. | 22,514 | $1.0M | 0.00% | 2025-12-31 |
| 425 | RICHARDSON FINANCIAL SERVICES INC. | 22,410 | $1.0M | 0.00% | 2025-12-31 |
| 426 | Keystone Wealth Services, LLC | 22,382 | $1.0M | 0.00% | 2025-12-31 |
| 427 | Heritage Family Offices, LLP | 21,947 | $1.0M | 0.00% | 2025-12-31 |
| 428 | Brookwood Investment Group LLC | 21,913 | $1.0M | 0.00% | 2025-12-31 |
| 429 | CITIGROUP INC | 21,399 | $995.9K | 0.00% | 2025-12-31 |
| 430 | Meridian Wealth Partners, LLC | 21,390 | $995.5K | 0.00% | 2025-12-31 |