CUSIP 46641Q159
J P MORGAN EXCHANGE TRADED F
402 institutions · $3.78B total · 83,978,709 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 6,789,272 | $314.3M | 8.08% | 2025-12-31 |
| 2 | JPMORGAN CHASE & CO | 5,612,556 | $259.8M | 6.68% | 2025-12-31 |
| 3 | Sequoia Financial Advisors, LLC | 5,592,163 | $258.9M | 6.65% | 2025-12-31 |
| 4 | Savant Capital, LLC | 3,532,480 | $163.5M | 4.20% | 2025-12-31 |
| 5 | Heritage Financial Services, LLC | 2,848,628 | $131.9M | 3.39% | 2025-12-31 |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 2,541,476 | $117.6M | 3.02% | 2025-12-31 |
| 7 | Waverly Advisors, LLC | 2,276,189 | $105.4M | 2.71% | 2025-12-31 |
| 8 | Royal Bank of Canada | 2,163,580 | $100.2M | 2.57% | 2025-12-31 |
| 9 | WELLS FARGO & COMPANY/MN | 1,951,393 | $90.3M | 2.32% | 2025-12-31 |
| 10 | BANK OF AMERICA CORP /DE/ | 1,590,764 | $73.6M | 1.89% | 2025-12-31 |
| 11 | OSAIC HOLDINGS, INC. | 1,335,320 | $61.8M | 1.59% | 2025-12-31 |
| 12 | Rockefeller Capital Management L.P. | 1,131,325 | $52.6M | 1.34% | 2025-12-31 |
| 13 | Syntegra Private Wealth Group, LLC | 1,081,981 | $50.1M | 1.28% | 2025-12-31 |
| 14 | Williams Financial, LLC | 1,053,702 | $48.8M | 1.25% | 2025-12-31 |
| 15 | RAYMOND JAMES FINANCIAL INC | 1,038,009 | $48.0M | 1.23% | 2025-12-31 |
| 16 | Enclave Advisors LLC | 937,379 | $43.4M | 1.11% | 2025-12-31 |
| 17 | D'Orazio & Associates, Inc. | 933,629 | $43.2M | 1.11% | 2025-12-31 |
| 18 | Hilton Capital Management, LLC | 927,662 | $42.9M | 1.10% | 2025-12-31 |
| 19 | Wagner Wealth Management, LLC | 874,075 | $40.5M | 1.04% | 2025-12-31 |
| 20 | TRUIST FINANCIAL CORP | 835,817 | $38.7M | 0.99% | 2025-12-31 |
| 21 | Diversified Enterprises, LLC | 759,765 | $35.2M | 0.90% | 2025-12-31 |
| 22 | LPL Financial LLC | 652,659 | $30.2M | 0.77% | 2025-12-31 |
| 23 | Capital Advisors Wealth Management, LLC | 648,730 | $30.0M | 0.77% | 2025-12-31 |
| 24 | Cornerstone Advisory, LLC | 632,844 | $29.3M | 0.75% | 2025-12-31 |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 576,780 | $26.7M | 0.68% | 2025-12-31 |
| 26 | Visionary Wealth Advisors | 561,513 | $26.0M | 0.66% | 2025-12-31 |
| 27 | Scott Capital Advisors, LLC | 554,452 | $25.7M | 0.66% | 2025-12-31 |
| 28 | Cetera Investment Advisers | 551,425 | $25.5M | 0.65% | 2025-12-31 |
| 29 | Lineweaver Wealth Advisors, LLC | 550,174 | $25.5M | 0.65% | 2025-12-31 |
| 30 | Vestmark Advisory Solutions, Inc. | 546,067 | $25.3M | 0.65% | 2025-12-31 |
| 31 | CARY STREET PARTNERS FINANCIAL LLC | 540,492 | $25.0M | 0.64% | 2025-12-31 |
| 32 | NewEdge Wealth, LLC | 534,415 | $24.7M | 0.63% | 2025-12-31 |
| 33 | Wealthcare Advisory Partners LLC | 532,785 | $24.7M | 0.63% | 2025-12-31 |
| 34 | STIFEL FINANCIAL CORP | 526,192 | $24.4M | 0.62% | 2025-12-31 |
| 35 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 520,833 | $24.1M | 0.62% | 2025-12-31 |
| 36 | Planned Solutions, Inc. | 519,501 | $24.0M | 0.61% | 2025-12-31 |
| 37 | Longview Financial Advisors LLC | 511,466 | $23.7M | 0.60% | 2025-12-31 |
| 38 | D.A. DAVIDSON & CO. | 510,423 | $23.6M | 0.60% | 2025-12-31 |
| 39 | TPG Financial Advisors, LLC | 497,834 | $23.0M | 0.59% | 2025-12-31 |
| 40 | ELEMENT POINTE ADVISORS, LLC | 463,201 | $21.4M | 0.55% | 2025-12-31 |
| 41 | NavPoint Financial, Inc. | 460,776 | $21.3M | 0.54% | 2025-12-31 |
| 42 | Confluence Wealth Services, Inc. | 458,059 | $21.2M | 0.54% | 2025-12-31 |
| 43 | GREAT VALLEY ADVISOR GROUP, INC. | 454,774 | $21.1M | 0.54% | 2025-12-31 |
| 44 | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 453,100 | $21.0M | 0.53% | 2025-12-31 |
| 45 | Vigilare Wealth Management | 447,971 | $20.7M | 0.53% | 2025-12-31 |
| 46 | Certified Advisory Corp | 434,639 | $20.1M | 0.51% | 2025-12-31 |
| 47 | Echo Wealth Management, LLC | 417,704 | $19.3M | 0.49% | 2025-12-31 |
| 48 | NORTHLAND SECURITIES, INC. | 416,007 | $19.3M | 0.49% | 2025-12-31 |
| 49 | Schneider Downs Wealth Management Advisors, LP | 411,612 | $19.1M | 0.49% | 2025-12-31 |
| 50 | One Capital Management, LLC | 392,108 | $18.2M | 0.46% | 2025-12-31 |
| 51 | Peterson Wealth Advisors, LLC | 390,618 | $18.1M | 0.46% | 2025-12-31 |
| 52 | Private Advisor Group, LLC | 381,213 | $17.6M | 0.45% | 2025-12-31 |
| 53 | Evergreen Wealth Solutions, LLC | 360,269 | $16.7M | 0.42% | 2025-12-31 |
| 54 | Farther Finance Advisors, LLC | 359,069 | $16.6M | 0.42% | 2025-12-31 |
| 55 | Armor Investment Advisors, LLC | 348,917 | $16.2M | 0.41% | 2025-12-31 |
| 56 | Geneos Wealth Management Inc. | 337,607 | $15.6M | 0.40% | 2025-12-31 |
| 57 | Magnus Financial Group LLC | 335,466 | $15.5M | 0.39% | 2025-12-31 |
| 58 | ELEVATION POINT WEALTH PARTNERS, LLC | 321,134 | $14.8M | 0.38% | 2025-12-31 |
| 59 | Merit Financial Group, LLC | 311,542 | $14.4M | 0.37% | 2025-12-31 |
| 60 | SMITH, MOORE & CO. | 299,656 | $13.9M | 0.35% | 2025-12-31 |
| 61 | Bernardo Wealth Planning LLC | 296,491 | $13.7M | 0.35% | 2025-12-31 |
| 62 | Arkadios Wealth Advisors | 296,364 | $13.7M | 0.35% | 2025-12-31 |
| 63 | Tradition Wealth Management, LLC | 295,311 | $13.7M | 0.35% | 2025-12-31 |
| 64 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 287,192 | $13.3M | 0.34% | 2025-12-31 |
| 65 | FMA Wealth Management, LLC | 272,585 | $12.6M | 0.32% | 2025-12-31 |
| 66 | American Financial Advisors, LLC | 260,167 | $12.0M | 0.30% | 2025-12-31 |
| 67 | JONES FINANCIAL COMPANIES LLLP | 256,004 | $11.9M | 0.30% | 2025-12-31 |
| 68 | Krilogy Financial LLC | 244,845 | $11.4M | 0.29% | 2025-12-31 |
| 69 | Perigon Wealth Management, LLC | 243,326 | $11.3M | 0.28% | 2025-12-31 |
| 70 | Legacy Edge Advisors, LLC | 233,624 | $10.8M | 0.27% | 2025-12-31 |
| 71 | Richard W. Paul & Associates, LLC | 225,353 | $10.4M | 0.26% | 2025-12-31 |
| 72 | Bridgewealth Advisory Group, LLC | 215,438 | $10.0M | 0.25% | 2025-12-31 |
| 73 | NewEdge Advisors, LLC | 212,450 | $9.8M | 0.25% | 2025-12-31 |
| 74 | RENAISSANCE TECHNOLOGIES LLC | 206,988 | $9.6M | 0.24% | 2025-12-31 |
| 75 | Penney Financial, LLC | 201,316 | $9.3M | 0.23% | 2025-12-31 |
| 76 | DAYMARK WEALTH PARTNERS, LLC | 200,083 | $9.3M | 0.23% | 2025-12-31 |
| 77 | Focus Partners Wealth | 196,975 | $9.1M | 0.23% | 2025-12-31 |
| 78 | O'ROURKE & COMPANY, Inc | 194,134 | $9.0M | 0.23% | 2025-12-31 |
| 79 | PNC Financial Services Group, Inc. | 193,287 | $8.9M | 0.23% | 2025-12-31 |
| 80 | Royal Harbor Partners, LLC | 193,138 | $8.9M | 0.22% | 2025-12-31 |
| 81 | Financial Futures Ltd Liability Co. | 193,076 | $8.9M | 0.22% | 2025-12-31 |
| 82 | Envestnet Portfolio Solutions, Inc. | 191,748 | $8.9M | 0.22% | 2025-12-31 |
| 83 | JOURNEY STRATEGIC WEALTH LLC | 191,708 | $8.9M | 0.22% | 2025-12-31 |
| 84 | Waterloo Capital, L.P. | 185,167 | $8.6M | 0.22% | 2025-12-31 |
| 85 | MML INVESTORS SERVICES, LLC | 184,468 | $8.5M | 0.21% | 2025-12-31 |
| 86 | MATHER GROUP, LLC. | 179,952 | $8.3M | 0.21% | 2025-12-31 |
| 87 | BankPlus Wealth Management LLC | 178,646 | $8.3M | 0.21% | 2025-12-31 |
| 88 | Andrews Advisory Associates, LLC | 178,574 | $8.3M | 0.21% | 2025-12-31 |
| 89 | McCarthy Asset Management, Inc. | 178,275 | $8.3M | 0.21% | 2025-12-31 |
| 90 | FOUNDERS FINANCIAL SECURITIES LLC | 173,015 | $8.0M | 0.20% | 2025-12-31 |
| 91 | Horizon Investments, LLC | 172,703 | $8.0M | 0.20% | 2025-12-31 |
| 92 | Financial Management Professionals, Inc. | 171,463 | $8.0M | 0.20% | 2025-12-31 |
| 93 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 172,209 | $8.0M | 0.20% | 2025-12-31 |
| 94 | AXXCESS WEALTH MANAGEMENT, LLC | 170,086 | $7.9M | 0.20% | 2025-12-31 |
| 95 | HBW ADVISORY SERVICES LLC | 169,953 | $7.9M | 0.20% | 2025-12-31 |
| 96 | SkyOak Wealth, LLC | 169,510 | $7.8M | 0.20% | 2025-12-31 |
| 97 | Mutual Advisors, LLC | 168,155 | $7.8M | 0.20% | 2025-12-31 |
| 98 | CHOREO, LLC | 164,988 | $7.7M | 0.19% | 2025-12-31 |
| 99 | WINEBRENNER CAPITAL MANAGEMENT LLC | 164,653 | $7.6M | 0.19% | 2025-12-31 |
| 100 | MorganRosel Wealth Management, LLC | 159,795 | $7.4M | 0.19% | 2025-12-31 |
| 101 | Etesian Wealth Advisors, Inc. | 149,014 | $6.9M | 0.17% | 2025-12-31 |
| 102 | Blue Chip Partners, LLC | 147,064 | $6.8M | 0.17% | 2025-12-31 |
| 103 | Pinion Investment Advisors, LLC | 146,481 | $6.8M | 0.17% | 2025-12-31 |
| 104 | LARCH CAPITAL PARTNERS LLC | 140,799 | $6.5M | 0.16% | 2025-12-31 |
| 105 | Lionsbridge Wealth Management LLC | 140,568 | $6.5M | 0.16% | 2025-12-31 |
| 106 | LifeGoal Wealth Advisors | 135,702 | $6.3M | 0.16% | 2025-12-31 |
| 107 | Nordwand Advisors, LLC | 131,443 | $6.1M | 0.15% | 2025-12-31 |
| 108 | EPG Wealth Management LLC | 126,586 | $5.9M | 0.15% | 2025-12-31 |
| 109 | DAVENPORT & Co LLC | 123,320 | $5.7M | 0.14% | 2025-12-31 |
| 110 | OPTIMA CAPITAL LLC | 121,715 | $5.7M | 0.14% | 2025-12-31 |
| 111 | Asset Advisory Group, Inc. | 122,134 | $5.7M | 0.14% | 2025-12-31 |
| 112 | Sovran Advisors, LLC | 119,439 | $5.5M | 0.14% | 2025-12-31 |
| 113 | Kestra Advisory Services, LLC | 118,360 | $5.5M | 0.14% | 2025-12-31 |
| 114 | Creative Planning | 118,234 | $5.5M | 0.14% | 2025-12-31 |
| 115 | KELLY FINANCIAL GROUP LLC | 117,567 | $5.5M | 0.13% | 2025-12-31 |
| 116 | Kingsview Wealth Management, LLC | 117,613 | $5.4M | 0.14% | 2025-12-31 |
| 117 | KINGSWOOD WEALTH ADVISORS, LLC | 116,809 | $5.4M | 0.13% | 2025-12-31 |
| 118 | Focus Financial Network, Inc. | 114,736 | $5.3M | 0.13% | 2025-12-31 |
| 119 | Red Mountain Financial, LLC | 114,732 | $5.3M | 0.13% | 2025-12-31 |
| 120 | Continuum Advisory, LLC | 108,526 | $5.0M | 0.12% | 2025-12-31 |
| 121 | Savvy Advisors, Inc. | 108,017 | $5.0M | 0.12% | 2025-12-31 |
| 122 | Orion Porfolio Solutions, LLC | 107,448 | $5.0M | 0.12% | 2025-12-31 |
| 123 | Cauble & Harre Wealth Management, Inc. | 102,590 | $4.8M | 0.12% | 2025-12-31 |
| 124 | KICKSTAND VENTURES, LLC. | 102,669 | $4.8M | 0.12% | 2025-12-31 |
| 125 | Marmo Financial Group, LLC | 101,639 | $4.7M | 0.12% | 2025-12-31 |
| 126 | Fiduciary Alliance LLC | 101,048 | $4.7M | 0.12% | 2025-12-31 |
| 127 | Evolution Wealth Advisors, LLC | 100,326 | $4.6M | 0.11% | 2025-12-31 |
| 128 | HARBOUR INVESTMENTS, INC. | 95,025 | $4.4M | 0.11% | 2025-12-31 |
| 129 | Keystone Financial Services, LLC | 93,174 | $4.3M | 0.11% | 2025-12-31 |
| 130 | Paladin Advisory Group, LLC | 93,087 | $4.3M | 0.11% | 2025-12-31 |
| 131 | Syverson Strege & Co | 91,827 | $4.3M | 0.10% | 2025-12-31 |
| 132 | Advisory Services Network, LLC | 91,919 | $4.3M | 0.10% | 2025-12-31 |
| 133 | Ethos Financial Group, LLC | 86,838 | $4.0M | 0.10% | 2025-12-31 |
| 134 | Baird Financial Group, Inc. | 86,034 | $4.0M | 0.10% | 2025-12-31 |
| 135 | Miller Global Investments, LLC | 86,020 | $4.0M | 0.10% | 2025-12-31 |
| 136 | Colter Lewis Investment Partners LLC | 83,221 | $3.9M | 0.09% | 2025-12-31 |
| 137 | Invst, LLC | 82,868 | $3.8M | 0.09% | 2025-12-31 |
| 138 | MGO ONE SEVEN LLC | 82,394 | $3.8M | 0.09% | 2025-12-31 |
| 139 | Summit Financial, LLC | 81,671 | $3.8M | 0.09% | 2025-12-31 |
| 140 | RFG Advisory, LLC | 80,744 | $3.7M | 0.09% | 2025-12-31 |
| 141 | Mariner, LLC | 79,572 | $3.7M | 0.09% | 2025-12-31 |
| 142 | OMNI 360 Wealth, Inc. | 76,627 | $3.6M | 0.09% | 2025-12-31 |
| 143 | Financial Partners Group, Inc | 76,315 | $3.5M | 0.09% | 2025-12-31 |
| 144 | HTG Investment Advisors, Inc. | 76,630 | $3.5M | 0.09% | 2025-12-31 |
| 145 | VICUS CAPITAL | 76,295 | $3.5M | 0.09% | 2025-12-31 |
| 146 | Future Financial Wealth Managment LLC | 76,073 | $3.5M | 0.09% | 2025-12-31 |
| 147 | BNB Wealth Management, LLC | 75,291 | $3.5M | 0.08% | 2025-12-31 |
| 148 | Triad Wealth Partners, LLC | 75,055 | $3.5M | 0.08% | 2025-12-31 |
| 149 | Chesley Taft & Associates LLC | 73,210 | $3.4M | 0.08% | 2025-12-31 |
| 150 | FOREFRONT WEALTH MANAGEMENT INC. | 73,147 | $3.4M | 0.08% | 2025-12-31 |
| 151 | Berkshire Bank | 73,029 | $3.4M | 0.08% | 2025-12-31 |
| 152 | Fifth Third Securities, Inc. | 70,232 | $3.3M | 0.08% | 2025-12-31 |
| 153 | Patriot Financial Group Insurance Agency, LLC | 69,404 | $3.2M | 0.08% | 2025-12-31 |
| 154 | Strategies Wealth Advisors, LLC | 68,546 | $3.2M | 0.08% | 2025-12-31 |
| 155 | TRUSTMARK BANK TRUST DEPARTMENT | 64,485 | $3.0M | 0.07% | 2025-12-31 |
| 156 | Montecito Bank & Trust | 64,333 | $3.0M | 0.07% | 2025-12-31 |
| 157 | Addison Capital Co | 63,589 | $2.9M | 0.07% | 2025-12-31 |
| 158 | PFG Investments, LLC | 61,430 | $2.8M | 0.07% | 2025-12-31 |
| 159 | Centurion Wealth Management LLC | 60,669 | $2.8M | 0.07% | 2025-12-31 |
| 160 | Beckerman Institutional, LLC | 60,124 | $2.8M | 0.07% | 2025-12-31 |
| 161 | DRIVE WEALTH MANAGEMENT, LLC | 59,103 | $2.7M | 0.07% | 2025-12-31 |
| 162 | First Citizens Financial Corp | 59,318 | $2.7M | 0.07% | 2025-12-31 |
| 163 | Emissary Wealth LLC | 57,578 | $2.7M | 0.06% | 2025-12-31 |
| 164 | MN Wealth Advisors, LLC | 57,314 | $2.7M | 0.06% | 2025-12-31 |
| 165 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 57,004 | $2.6M | 0.06% | 2025-12-31 |
| 166 | Citizens National Bank Trust Department | 56,615 | $2.6M | 0.06% | 2025-12-31 |
| 167 | Narus Financial Partners, LLC | 55,505 | $2.6M | 0.06% | 2025-12-31 |
| 168 | Altus Wealth Management, LLC | 52,094 | $2.4M | 0.06% | 2025-12-31 |
| 169 | Kovack Advisors, Inc. | 51,478 | $2.4M | 0.06% | 2025-12-31 |
| 170 | Opal Wealth Advisors, LLC | 51,115 | $2.4M | 0.06% | 2025-12-31 |
| 171 | Castle Rock Wealth Management, LLC | 50,039 | $2.3M | 0.05% | 2025-12-31 |
| 172 | Gallacher Capital Management LLC | 49,463 | $2.3M | 0.05% | 2025-12-31 |
| 173 | PFG Advisors | 48,745 | $2.3M | 0.05% | 2025-12-31 |
| 174 | US BANCORP \DE\ | 48,581 | $2.2M | 0.05% | 2025-12-31 |
| 175 | SAGE RHINO CAPITAL LLC | 48,392 | $2.2M | 0.05% | 2025-12-31 |
| 176 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 47,948 | $2.2M | 0.05% | 2025-12-31 |
| 177 | Regal Investment Advisors LLC | 47,761 | $2.2M | 0.05% | 2025-12-31 |
| 178 | SHEETS SMITH WEALTH MANAGEMENT | 46,882 | $2.2M | 0.05% | 2025-12-31 |
| 179 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 45,603 | $2.1M | 0.05% | 2025-12-31 |
| 180 | &PARTNERS | 45,293 | $2.1M | 0.05% | 2025-12-31 |
| 181 | Cooper Financial Group | 45,023 | $2.1M | 0.05% | 2025-12-31 |
| 182 | Miracle Mile Advisors, LLC | 44,225 | $2.0M | 0.05% | 2025-12-31 |
| 183 | CITADEL ADVISORS LLC | 43,589 | $2.0M | 0.05% | 2025-12-31 |
| 184 | Benchmark Financial, LLC | 43,010 | $2.0M | 0.05% | 2025-12-31 |
| 185 | PDS Planning, Inc | 42,558 | $2.0M | 0.05% | 2025-12-31 |
| 186 | Modera Wealth Management, LLC | 41,975 | $1.9M | 0.04% | 2025-12-31 |
| 187 | Sanctuary Advisors, LLC | 41,417 | $1.9M | 0.04% | 2025-12-31 |
| 188 | Nolet Wealth Management, LLC | 41,239 | $1.9M | 0.04% | 2025-12-31 |
| 189 | 5T Wealth, LLC | 41,238 | $1.9M | 0.04% | 2025-12-31 |
| 190 | Dynamic Advisor Solutions LLC | 40,706 | $1.9M | 0.04% | 2025-12-31 |
| 191 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 38,918 | $1.8M | 0.04% | 2025-12-31 |
| 192 | BankPlus Trust Department | 37,999 | $1.8M | 0.04% | 2025-12-31 |
| 193 | World Investment Advisors | 43,777 | $1.7M | 0.05% | 2025-12-31 |
| 194 | InTrack Investment Management Inc | 37,021 | $1.7M | 0.04% | 2025-12-31 |
| 195 | BENJAMIN EDWARDS INC | 36,806 | $1.7M | 0.04% | 2025-12-31 |
| 196 | Herold Advisors, Inc. | 34,553 | $1.6M | 0.04% | 2025-12-31 |
| 197 | Element Wealth, LLC | 33,634 | $1.6M | 0.04% | 2025-12-31 |
| 198 | WBH ADVISORY INC | 33,550 | $1.6M | 0.03% | 2025-12-31 |
| 199 | Madrid Wealth Management, LLC | 33,146 | $1.5M | 0.03% | 2025-12-31 |
| 200 | Cornerstone Financial Management LLC | 32,925 | $1.5M | 0.03% | 2025-12-31 |
| 201 | Eaton Financial Holdings Company, LLC | 32,398 | $1.5M | 0.03% | 2025-12-31 |
| 202 | AMERIPRISE FINANCIAL INC | 32,217 | $1.5M | 0.03% | 2025-12-31 |
| 203 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30,560 | $1.4M | 0.03% | 2025-12-31 |
| 204 | OPPENHEIMER & CO INC | 29,330 | $1.4M | 0.03% | 2025-12-31 |
| 205 | WealthPlan Investment Management, LLC | 28,723 | $1.3M | 0.03% | 2025-12-31 |
| 206 | Avantax Planning Partners, Inc. | 28,192 | $1.3M | 0.03% | 2025-12-31 |
| 207 | First Heartland Consultants, Inc. | 27,019 | $1.3M | 0.03% | 2025-12-31 |
| 208 | William Mack & Associates, Inc. | 26,943 | $1.2M | 0.03% | 2025-12-31 |
| 209 | Meeder Advisory Services, Inc. | 25,763 | $1.2M | 0.03% | 2025-12-31 |
| 210 | Triumph Capital Management | 25,506 | $1.2M | 0.03% | 2025-12-31 |
| 211 | Aspire Capital Advisors LLC | 25,096 | $1.2M | 0.02% | 2025-12-31 |
| 212 | Sigma Planning Corp | 24,862 | $1.2M | 0.02% | 2025-12-31 |
| 213 | Accurate Wealth Management, LLC | 24,555 | $1.1M | 0.02% | 2025-12-31 |
| 214 | HUB Investment Partners, LLC | 24,470 | $1.1M | 0.02% | 2025-12-31 |
| 215 | Robertson Stephens Wealth Management, LLC | 23,595 | $1.1M | 0.02% | 2025-12-31 |
| 216 | Aprio Wealth Management, LLC | 23,644 | $1.1M | 0.02% | 2025-12-31 |
| 217 | REICON WEALTH ADVISORS, LLC | 23,488 | $1.1M | 0.02% | 2025-12-31 |
| 218 | Parallel Advisors, LLC | 22,899 | $1.1M | 0.02% | 2025-12-31 |
| 219 | WEST MICHIGAN ADVISORS, LLC | 22,125 | $1.0M | 0.02% | 2025-12-31 |
| 220 | Rockingstone Advisors LLC | 22,055 | $1.0M | 0.02% | 2025-12-31 |
| 221 | Steward Partners Investment Advisory, LLC | 21,779 | $1.0M | 0.02% | 2025-12-31 |
| 222 | TopTier Wealth Management, LLC | 21,476 | $994.1K | 0.02% | 2025-12-31 |
| 223 | CreativeOne Wealth, LLC | 21,005 | $972.3K | 0.02% | 2025-12-31 |
| 224 | COMMONS CAPITAL, LLC | 21,000 | $972.1K | 0.02% | 2025-12-31 |
| 225 | Concurrent Investment Advisors, LLC | 20,992 | $971.7K | 0.02% | 2025-12-31 |
| 226 | MassMutual Private Wealth & Trust, FSB | 20,438 | $946.1K | 0.02% | 2025-12-31 |
| 227 | Investment Planning Advisors, Inc. | 20,014 | $926.4K | 0.02% | 2025-12-31 |
| 228 | COMERICA BANK | 19,730 | $913.3K | 0.02% | 2025-12-31 |
| 229 | Waterfront Wealth Inc. | 19,402 | $900.2K | 0.02% | 2025-12-31 |
| 230 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 19,295 | $893.2K | 0.02% | 2025-12-31 |
| 231 | Selby Wealth Management, LLC | 19,162 | $887.0K | 0.02% | 2025-12-31 |
| 232 | HighTower Advisors, LLC | 18,952 | $877.3K | 0.02% | 2025-12-31 |
| 233 | SUMMIT WEALTH GROUP LLC / CO | 18,834 | $871.8K | 0.02% | 2025-12-31 |
| 234 | SEAMOUNT FINANCIAL GROUP INC | 18,456 | $854.3K | 0.02% | 2025-12-31 |
| 235 | Cobblestone Asset Management LLC | 17,122 | $792.6K | 0.02% | 2025-12-31 |
| 236 | IFP Advisors, Inc | 16,793 | $779.4K | 0.01% | 2025-12-31 |
| 237 | Beaumont Financial Advisors, LLC | 16,779 | $776.7K | 0.01% | 2025-12-31 |
| 238 | Birchwood Financial Partners, Inc. | 16,553 | $766.2K | 0.01% | 2025-12-31 |
| 239 | Menard Financial Group LLC | 16,251 | $752.3K | 0.01% | 2025-12-31 |
| 240 | Beta Wealth Group, Inc. | 15,792 | $731.0K | 0.01% | 2025-12-31 |
| 241 | Axis Wealth Partners, LLC | 15,790 | $730.9K | 0.01% | 2025-12-31 |
| 242 | LaFleur & Godfrey LLC | 15,772 | $730.1K | 0.01% | 2025-12-31 |
| 243 | Convergence Financial, LLC | 15,343 | $710.2K | 0.01% | 2025-12-31 |
| 244 | PALLADIEM, LLC | 15,290 | $707.8K | 0.01% | 2025-12-31 |
| 245 | Resurgent Financial Advisors LLC | 15,000 | $694.4K | 0.01% | 2025-12-31 |
| 246 | Opes Wealth Management LLC | 14,904 | $689.9K | 0.01% | 2025-12-31 |
| 247 | NorthRock Partners, LLC | 14,854 | $687.6K | 0.01% | 2025-12-31 |
| 248 | Pine Valley Investments Ltd Liability Co | 14,769 | $685.6K | 0.01% | 2025-12-31 |
| 249 | Capital Planning Advisors, LLC | 14,723 | $681.5K | 0.01% | 2025-12-31 |
| 250 | Delta Investment Management, LLC | 14,709 | $680.9K | 0.01% | 2025-12-31 |
| 251 | Nautilus Advisors LLC | 14,248 | $659.5K | 0.01% | 2025-12-31 |
| 252 | Spahn Wealth & Retirement LLC | 11,275 | $645.4K | 0.01% | 2025-12-31 |
| 253 | STEINBERGANNA WEALTH MANAGEMENT | 13,806 | $639.1K | 0.01% | 2025-12-31 |
| 254 | Independent Wealth Network Inc. | 13,561 | $627.7K | 0.01% | 2025-12-31 |
| 255 | M.E. ALLISON & CO., INC. | 13,069 | $605.0K | 0.01% | 2025-12-31 |
| 256 | Helen Stephens Group, LLC | 12,765 | $590.9K | 0.01% | 2025-12-31 |
| 257 | Brookwood Investment Group LLC | 12,612 | $583.8K | 0.01% | 2025-12-31 |
| 258 | HICKS CAPITAL MANAGEMENT LLC | 12,388 | $573.5K | 0.01% | 2025-12-31 |
| 259 | BXM Wealth LLC | 12,369 | $572.6K | 0.01% | 2025-12-31 |
| 260 | NFP Retirement, Inc. | 11,800 | $547.6K | 0.01% | 2025-12-31 |
| 261 | SIGNET FINANCIAL MANAGEMENT, LLC | 11,703 | $541.7K | 0.01% | 2025-12-31 |
| 262 | Lido Advisors, LLC | 11,310 | $524.9K | 0.01% | 2025-12-31 |
| 263 | Yukon Wealth Management, Inc. | 11,248 | $521.1K | 0.01% | 2025-12-31 |
| 264 | Alteri Wealth LLC | 11,150 | $516.1K | 0.01% | 2025-12-31 |
| 265 | J.W. COLE ADVISORS, INC. | 71,740 | $511.0K | 0.08% | 2025-12-31 |
| 266 | FWG Holdings, LLC | 10,774 | $500.8K | 0.01% | 2025-12-31 |
| 267 | Van Hulzen Asset Management, LLC | 10,775 | $498.8K | 0.01% | 2025-12-31 |
| 268 | Activest Wealth Management | 10,771 | $498.6K | 0.01% | 2025-12-31 |
| 269 | MONEY CONCEPTS CAPITAL CORP | 10,548 | $488.3K | 0.01% | 2025-12-31 |
| 270 | Mascagni Wealth Management, Inc. | 10,443 | $483.4K | 0.01% | 2025-12-31 |
| 271 | Advisor OS, LLC | 10,358 | $479.5K | 0.01% | 2025-12-31 |
| 272 | BOKF, NA | 10,128 | $468.8K | 0.01% | 2025-12-31 |
| 273 | Mayfair Advisory Group, LLC | 10,006 | $463.0K | 0.01% | 2025-12-31 |
| 274 | PRINCIPAL SECURITIES, INC. | 9,736 | $450.7K | 0.01% | 2025-12-31 |
| 275 | IPG Investment Advisors LLC | 9,500 | $441.8K | 0.01% | 2025-12-31 |
| 276 | SeaCrest Wealth Management, LLC | 9,473 | $439.5K | 0.01% | 2025-12-31 |
| 277 | Concorde Asset Management, LLC | 9,375 | $434.0K | 0.01% | 2025-12-31 |
| 278 | Prospera Financial Services Inc | 9,175 | $424.7K | 0.01% | 2025-12-31 |
| 279 | Fortis Capital Advisors, LLC | 9,011 | $417.1K | 0.01% | 2025-12-31 |
| 280 | Belpointe Asset Management LLC | 9,011 | $417.1K | 0.01% | 2025-12-31 |
| 281 | Ascent Group, LLC | 8,906 | $412.3K | 0.01% | 2025-12-31 |
| 282 | FSM Wealth Advisors, LLC | 8,882 | $411.1K | 0.01% | 2025-12-31 |
| 283 | PKS Advisory Services, LLC | 8,830 | $408.7K | 0.01% | 2025-12-31 |
| 284 | Southeast Asset Advisors, LLC | 8,676 | $401.6K | 0.01% | 2025-12-31 |
| 285 | Navis Wealth Advisors, LLC | 8,620 | $399.0K | 0.01% | 2025-12-31 |
| 286 | AdvisorNet Financial, Inc | 8,464 | $391.8K | 0.01% | 2025-12-31 |
| 287 | Resolute Wealth Strategies, LLC | 8,286 | $383.6K | 0.00% | 2025-12-31 |
| 288 | Dorsey & Whitney Trust CO LLC | 8,260 | $382.4K | 0.00% | 2025-12-31 |
| 289 | Investment Partners Asset Management, Inc. | 8,224 | $380.7K | 0.00% | 2025-12-31 |
| 290 | EHRLICH FINANCIAL GROUP | 8,200 | $379.6K | 0.00% | 2025-12-31 |
| 291 | AlphaCore Capital LLC | 8,000 | $372.0K | 0.00% | 2025-12-31 |
| 292 | Hudson Value Partners, LLC | 7,928 | $367.3K | 0.00% | 2025-12-31 |
| 293 | FAGAN ASSOCIATES, INC. | 7,775 | $359.9K | 0.00% | 2025-12-31 |
| 294 | Atlantic Private Wealth, LLC | 7,773 | $359.8K | 0.00% | 2025-12-31 |
| 295 | BANK OF MONTREAL /CAN/ | 7,773 | $359.8K | 0.00% | 2025-12-31 |
| 296 | Next Level Wealth Planning, LLC | 7,567 | $350.3K | 0.00% | 2025-12-31 |
| 297 | AFT, FORSYTH & COMPANY, INC. | 7,500 | $347.2K | 0.00% | 2025-12-31 |
| 298 | Apollon Wealth Management, LLC | 7,405 | $342.8K | 0.00% | 2025-12-31 |
| 299 | Elevation Wealth Management LLC | 7,143 | $332.1K | 0.00% | 2025-12-31 |
| 300 | Essex LLC | 7,045 | $326.1K | 0.00% | 2025-12-31 |
| 301 | Summit Wealth Partners, LLC | 7,012 | $324.6K | 0.00% | 2025-12-31 |
| 302 | Global View Capital Management LLC | 6,945 | $321.5K | 0.00% | 2025-12-31 |
| 303 | Harvest Investment Services, LLC | 6,937 | $321.1K | 0.00% | 2025-12-31 |
| 304 | Stone House Investment Management, LLC | 6,925 | $320.6K | 0.00% | 2025-12-31 |
| 305 | TWO SIGMA SECURITIES, LLC | 6,910 | $319.9K | 0.00% | 2025-12-31 |
| 306 | Advisors Asset Management, Inc. | 6,904 | $319.6K | 0.00% | 2025-12-31 |
| 307 | Emerald Advisors, LLC | 6,877 | $318.3K | 0.00% | 2025-12-31 |
| 308 | Sequent Planning LLC | 6,745 | $312.2K | 0.00% | 2025-12-31 |
| 309 | Matisse Capital | 6,700 | $310.1K | 0.00% | 2025-12-31 |
| 310 | Smartleaf Asset Management LLC | 6,547 | $304.6K | 0.00% | 2025-12-31 |
| 311 | STEPHENS INC /AR/ | 6,545 | $303.0K | 0.00% | 2025-12-31 |
| 312 | Cerity Partners LLC | 6,492 | $300.5K | 0.00% | 2025-12-31 |
| 313 | Breakwater Capital Group | 6,299 | $291.6K | 0.00% | 2025-12-31 |
| 314 | Manchester Capital Management LLC | 6,200 | $287.0K | 0.00% | 2025-12-31 |
| 315 | OneAscent Wealth Management LLC | 6,076 | $281.3K | 0.00% | 2025-12-31 |
| 316 | NORTHERN TRUST CORP | 5,882 | $272.3K | 0.00% | 2025-12-31 |
| 317 | Balboa Wealth Partners | 5,810 | $268.9K | 0.00% | 2025-12-31 |
| 318 | NOVEM GROUP | 5,681 | $263.0K | 0.00% | 2025-12-31 |
| 319 | Dynamic Financial Group | 5,615 | $259.9K | 0.00% | 2025-12-31 |
| 320 | GeoWealth Management, LLC | 5,574 | $258.1K | 0.00% | 2025-12-31 |
| 321 | Sunbelt Securities, Inc. | 5,492 | $254.2K | 0.00% | 2025-12-31 |
| 322 | XTX Topco Ltd | 5,459 | $252.7K | 0.00% | 2025-12-31 |
| 323 | Global Retirement Partners, LLC | 5,362 | $248.2K | 0.00% | 2025-12-31 |
| 324 | WASHINGTON TRUST Co | 5,324 | $246.4K | 0.00% | 2025-12-31 |
| 325 | EverSource Wealth Advisors, LLC | 5,298 | $245.2K | 0.00% | 2025-12-31 |
| 326 | Walkner Condon Financial Advisors LLC | 5,252 | $243.1K | 0.00% | 2025-12-31 |
| 327 | FIRETHORN WEALTH PARTNERS, LLC | 5,118 | $236.9K | 0.00% | 2025-12-31 |
| 328 | LAKE STREET PRIVATE WEALTH, LLC | 5,008 | $231.8K | 0.00% | 2025-12-31 |
| 329 | ALTERNA WEALTH MANAGEMENT, INC | 4,957 | $229.5K | 0.00% | 2025-12-31 |
| 330 | Cornerstone Planning Group LLC | 4,903 | $227.7K | 0.00% | 2025-12-31 |
| 331 | N.E.W. Advisory Services LLC | 4,871 | $225.5K | 0.00% | 2025-12-31 |
| 332 | XY Planning Network, Inc. | 4,858 | $224.9K | 0.00% | 2025-12-31 |
| 333 | Mallini Complete Financial Planning LLC | 4,825 | $223.3K | 0.00% | 2025-12-31 |
| 334 | CENTRAL TRUST Co | 4,810 | $222.7K | 0.00% | 2025-12-31 |
| 335 | Ausdal Financial Partners, Inc. | 4,675 | $216.4K | 0.00% | 2025-12-31 |
| 336 | OneDigital Investment Advisors LLC | 4,479 | $207.3K | 0.00% | 2025-12-31 |
| 337 | Burns Matteson Capital Management, LLC | 4,440 | $205.5K | 0.00% | 2025-12-31 |
| 338 | URS Advisory LLC | 4,380 | $202.8K | 0.00% | 2025-12-31 |
| 339 | MAI Capital Management | 4,161 | $192.6K | 0.00% | 2025-12-31 |
| 340 | PARK NATIONAL CORP /OH/ | 3,800 | $175.9K | 0.00% | 2025-12-31 |
| 341 | Transce3nd, LLC | 3,333 | $154.7K | 0.00% | 2025-12-31 |
| 342 | Archer Investment Corp | 3,280 | $151.8K | 0.00% | 2025-12-31 |
| 343 | CAMBIENT FAMILY OFFICE, LLC | 3,245 | $150.9K | 0.00% | 2025-12-31 |
| 344 | Legacy Wealth Managment, LLC/ID | 3,038 | $140.6K | 0.00% | 2025-12-31 |
| 345 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 2,606 | $121.2K | 0.00% | 2025-12-31 |
| 346 | Allworth Financial LP | 2,606 | $120.6K | 0.00% | 2025-12-31 |
| 347 | ORG Partners LLC | 2,442 | $113.0K | 0.00% | 2025-12-31 |
| 348 | Litman Gregory Wealth Management LLC | 2,248 | $104.1K | 0.00% | 2025-12-31 |
| 349 | BOK Financial Private Wealth, Inc. | 1,743 | $81.1K | 0.00% | 2025-12-31 |
| 350 | Portfolio Resources Advisor Group, Inc. | 1,741 | $81.0K | 0.00% | 2025-12-31 |
| 351 | High Note Wealth, LLC | 1,669 | $77.3K | 0.00% | 2025-12-31 |
| 352 | Janney Montgomery Scott LLC | 1,109,045 | $51.3K | 1.32% | 2025-12-31 |
| 353 | CoreCap Advisors, LLC | 1,014 | $46.9K | 0.00% | 2025-12-31 |
| 354 | Mascoma Wealth Management LLC | 1,000 | $46.3K | 0.00% | 2025-12-31 |
| 355 | GGM Financials LLC | 938 | $43.4K | 0.00% | 2025-12-31 |
| 356 | Vermillion & White Wealth Management Group, LLC | 849 | $39.3K | 0.00% | 2025-12-31 |
| 357 | Newbridge Financial Services Group, Inc. | 770 | $35.6K | 0.00% | 2025-12-31 |
| 358 | Central Pacific Bank - Trust Division | 766 | $35.5K | 0.00% | 2025-12-31 |
| 359 | MidAtlantic Capital Management, Inc. | 764 | $35.4K | 0.00% | 2025-12-31 |
| 360 | WHITTIER TRUST CO OF NEVADA INC | 642 | $29.8K | 0.00% | 2025-12-31 |
| 361 | LGT Financial Advisors LLC | 620 | $28.7K | 0.00% | 2025-12-31 |
| 362 | AE Wealth Management LLC | 607 | $28.1K | 0.00% | 2025-12-31 |
| 363 | HUNTINGTON NATIONAL BANK | 560 | $25.9K | 0.00% | 2025-12-31 |
| 364 | GHP Investment Advisors, Inc. | 500 | $23.1K | 0.00% | 2025-12-31 |
| 365 | Bogart Wealth, LLC | 500 | $23.1K | 0.00% | 2025-12-31 |
| 366 | Fairway Wealth LLC | 444 | $20.6K | 0.00% | 2025-12-31 |
| 367 | GODSEY & GIBB, INC | 440 | $20.4K | 0.00% | 2025-12-31 |
| 368 | Beacon Capital Management, Inc. | 425 | $19.7K | 0.00% | 2025-12-31 |
| 369 | FAS Wealth Partners, Inc. | 422 | $19.5K | 0.00% | 2025-12-31 |
| 370 | Greenwich Wealth Management LLC | 349,395 | $16.2K | 0.41% | 2025-12-31 |
| 371 | Elequin Capital, LP | 304 | $14.1K | 0.00% | 2025-12-31 |
| 372 | OAK HARBOR WEALTH PARTNERS, LLC | 271 | $12.5K | 0.00% | 2025-12-31 |
| 373 | Cambridge Investment Research Advisors, Inc. | 270,602 | $12.5K | 0.32% | 2025-12-31 |
| 374 | TD Waterhouse Canada Inc. | 270 | $12.5K | 0.00% | 2025-12-31 |
| 375 | Financial Gravity Asset Management, Inc. | 238 | $11.0K | 0.00% | 2025-12-31 |
| 376 | Imprint Wealth LLC | 186 | $8.6K | 0.00% | 2025-12-31 |
| 377 | Seascape Capital Management | 171,093 | $7.9K | 0.20% | 2025-12-31 |
| 378 | Spire Wealth Management | 165 | $7.6K | 0.00% | 2025-12-31 |
| 379 | Costello Asset Management, INC | 126 | $5.8K | 0.00% | 2025-12-31 |
| 380 | Rossby Financial, LCC | 107 | $5.0K | 0.00% | 2025-12-31 |
| 381 | Sound Income Strategies, LLC | 57 | $2.6K | 0.00% | 2025-12-31 |
| 382 | Janney Capital Management LLC | 56,562 | $2.6K | 0.06% | 2025-12-31 |
| 383 | CWM, LLC | 47,387 | $2.2K | 0.05% | 2025-12-31 |
| 384 | Investor's Fiduciary Advisor Network, LLC | 41,274 | $1.9K | 0.04% | 2025-12-31 |
| 385 | ASSETMARK, INC | 28 | $1.3K | 0.00% | 2025-12-31 |
| 386 | FLOW TRADERS U.S. LLC | 26,957 | $1.2K | 0.03% | 2025-12-31 |
| 387 | Navalign, LLC | 25 | $1.2K | 0.00% | 2025-12-31 |
| 388 | PARK AVENUE SECURITIES LLC | 24,347 | $1.1K | 0.02% | 2025-12-31 |
| 389 | Thrivent Financial for Lutherans | 23,232 | $1.1K | 0.02% | 2025-12-31 |
| 390 | THOROUGHBRED FINANCIAL SERVICES, LLC | 18,265 | $845 | 0.02% | 2025-12-31 |
| 391 | NATIXIS ADVISORS, LLC | 17,675 | $818 | 0.02% | 2025-12-31 |
| 392 | Betterment LLC | 12,089 | $560 | 0.01% | 2025-12-31 |
| 393 | Wayfinding Financial, LLC | 11,468 | $533 | 0.01% | 2025-12-31 |
| 394 | Capital Analysts, LLC | 11,296 | $523 | 0.01% | 2025-12-31 |
| 395 | DHJJ Financial Advisors, Ltd. | 9 | $417 | 0.00% | 2025-12-31 |
| 396 | SageView Advisory Group, LLC | 6 | $287 | 0.00% | 2025-12-31 |
| 397 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | $278 | 0.00% | 2025-12-31 |
| 398 | LaSalle St. Investment Advisors, LLC | 5,505 | $254 | 0.00% | 2025-12-31 |
| 399 | WEDBUSH SECURITIES INC | 4,404 | $204 | 0.00% | 2025-12-31 |
| 400 | FMR LLC | 5 | $25 | 0.00% | 2025-12-31 |
| 401 | IFC & Insurance Marketing, Inc. | 114 | $5 | 0.00% | 2025-12-31 |
| 402 | Motiv8 Investments LLC | 28 | $1 | 0.00% | 2025-12-31 |