CUSIP 53700T827
LITMAN GREGORY FDS TR
243 institutions · $1.55B total · 56,174,685 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 7,636,635 | $214.3M | 13.59% | 2025-12-31 |
| 2 | JPMORGAN CHASE & CO | 6,405,990 | $179.8M | 11.40% | 2025-12-31 |
| 3 | LPL Financial LLC | 5,637,634 | $158.2M | 10.03% | 2025-12-31 |
| 4 | TIAA TRUST, NATIONAL ASSOCIATION | 3,038,462 | $85.5M | 5.40% | 2025-12-31 |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,167,671 | $60.8M | 3.85% | 2025-12-31 |
| 6 | Tidal Investments LLC | 1,620,248 | $45.5M | 2.88% | 2025-12-31 |
| 7 | Parcion Private Wealth LLC | 1,556,637 | $43.7M | 2.77% | 2025-12-31 |
| 8 | Cardinal Point Capital Management ULC | 1,164,616 | $32.7M | 2.07% | 2025-12-31 |
| 9 | Litman Gregory Wealth Management LLC | 1,114,037 | $31.3M | 1.98% | 2025-12-31 |
| 10 | Goldstein Advisors, LLC | 1,050,555 | $29.5M | 1.87% | 2025-12-31 |
| 11 | Savant Capital, LLC | 965,864 | $27.1M | 1.71% | 2025-12-31 |
| 12 | RAYMOND JAMES FINANCIAL INC | 873,633 | $24.5M | 1.55% | 2025-12-31 |
| 13 | AXXCESS WEALTH MANAGEMENT, LLC | 870,474 | $24.4M | 1.54% | 2025-12-31 |
| 14 | POTOMAC FUND MANAGEMENT INC /ADV | 859,178 | $24.1M | 1.52% | 2025-12-31 |
| 15 | Royal Bank of Canada | 755,967 | $21.2M | 1.34% | 2025-12-31 |
| 16 | OneDigital Investment Advisors LLC | 644,354 | $18.1M | 1.14% | 2025-12-31 |
| 17 | Austin Wealth Management, LLC | 635,783 | $18.0M | 1.13% | 2025-12-31 |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 622,541 | $17.5M | 1.10% | 2025-12-31 |
| 19 | ROCKLAND TRUST CO | 606,014 | $17.0M | 1.07% | 2025-12-31 |
| 20 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 599,282 | $16.8M | 1.06% | 2025-12-31 |
| 21 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 570,325 | $16.0M | 1.01% | 2025-12-31 |
| 22 | IAG Wealth Partners, LLC | 565,318 | $15.9M | 1.00% | 2025-12-31 |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 548,434 | $15.4M | 0.97% | 2025-12-31 |
| 24 | Sage Private Wealth Group, LLC | 494,071 | $13.9M | 0.87% | 2025-12-31 |
| 25 | ALM First Financial Advisors, LLC | 472,305 | $13.3M | 0.84% | 2025-12-31 |
| 26 | Valmark Advisers, Inc. | 470,247 | $13.2M | 0.83% | 2025-12-31 |
| 27 | Fortitude Family Office, LLC | 448,656 | $12.6M | 0.79% | 2025-12-31 |
| 28 | Beacon Harbor Wealth Advisors, Inc. | 437,012 | $12.3M | 0.77% | 2025-12-31 |
| 29 | Private Advisor Group, LLC | 435,523 | $12.2M | 0.77% | 2025-12-31 |
| 30 | Innova Wealth Partners | 428,563 | $12.0M | 0.76% | 2025-12-31 |
| 31 | Evelyn Partners Asset Management Ltd | 406,971 | $10.3M | 0.72% | 2025-12-31 |
| 32 | Scarborough Advisors, LLC | 345,677 | $9.7M | 0.61% | 2025-12-31 |
| 33 | A&I FINANCIAL SERVICES, LLC | 322,366 | $9.0M | 0.57% | 2025-12-31 |
| 34 | Farther Finance Advisors, LLC | 303,933 | $8.5M | 0.54% | 2025-12-31 |
| 35 | Merit Financial Group, LLC | 293,283 | $8.2M | 0.52% | 2025-12-31 |
| 36 | ASHTON THOMAS SECURITIES, LLC | 270,686 | $7.6M | 0.48% | 2025-12-31 |
| 37 | Leelyn Smith, LLC | 257,482 | $7.2M | 0.45% | 2025-12-31 |
| 38 | FMA Wealth Management, LLC | 247,483 | $6.9M | 0.44% | 2025-12-31 |
| 39 | Cetera Investment Advisers | 246,435 | $6.9M | 0.43% | 2025-12-31 |
| 40 | MML INVESTORS SERVICES, LLC | 244,935 | $6.9M | 0.43% | 2025-12-31 |
| 41 | WELLS FARGO & COMPANY/MN | 222,973 | $6.3M | 0.39% | 2025-12-31 |
| 42 | Deane Retirement Strategies, Inc. | 216,508 | $6.1M | 0.38% | 2025-12-31 |
| 43 | Empire Financial Management Company, LLC | 211,563 | $5.9M | 0.37% | 2025-12-31 |
| 44 | CSS LLC/IL | 205,764 | $5.8M | 0.36% | 2025-12-31 |
| 45 | Cambria Investment Management, L.P. | 204,310 | $5.7M | 0.36% | 2025-12-31 |
| 46 | Empowered Funds, LLC | 204,310 | $5.7M | 0.36% | 2025-12-31 |
| 47 | Professional Financial Advisors, LLC | 200,182 | $5.6M | 0.35% | 2025-12-31 |
| 48 | Upper Left Wealth Management, LLC | 195,943 | $5.5M | 0.34% | 2025-12-31 |
| 49 | Carrera Capital Advisors | 195,638 | $5.5M | 0.34% | 2025-12-31 |
| 50 | Fermata Advisors, LLC | 179,200 | $5.0M | 0.31% | 2025-12-31 |
| 51 | Beacon Capital Management, Inc. | 161,710 | $4.5M | 0.28% | 2025-12-31 |
| 52 | BANK OF AMERICA CORP /DE/ | 155,058 | $4.4M | 0.27% | 2025-12-31 |
| 53 | Principia Wealth Advisory, LLC | 148,138 | $4.2M | 0.26% | 2025-12-31 |
| 54 | Baird Financial Group, Inc. | 149,781 | $4.1M | 0.26% | 2025-09-30 |
| 55 | Capitolis Liquid Global Markets LLC | 149,300 | $4.1M | 0.26% | 2025-09-30 |
| 56 | Avestar Capital, LLC | 144,340 | $4.1M | 0.25% | 2025-12-31 |
| 57 | ENTREWEALTH, LLC | 130,465 | $3.9M | 0.23% | 2025-12-31 |
| 58 | Longview Financial Advisors, Inc. | 139,971 | $3.9M | 0.24% | 2025-12-31 |
| 59 | Live Oak Investment Partners | 138,022 | $3.9M | 0.24% | 2025-12-31 |
| 60 | Ethos Financial Group, LLC | 137,203 | $3.8M | 0.24% | 2025-12-31 |
| 61 | ASPIRIANT, LLC | 130,604 | $3.7M | 0.23% | 2025-12-31 |
| 62 | Sterneck Capital Management, LLC | 129,200 | $3.6M | 0.22% | 2025-12-31 |
| 63 | Evelyn Partners Investment Management Services Ltd | 127,654 | $3.6M | 0.22% | 2025-12-31 |
| 64 | CoreCap Advisors, LLC | 127,623 | $3.6M | 0.22% | 2025-12-31 |
| 65 | Elyxium Wealth, LLC | 126,312 | $3.5M | 0.22% | 2025-12-31 |
| 66 | Atria Investments, Inc | 119,401 | $3.4M | 0.21% | 2025-12-31 |
| 67 | STANSBERRY ASSET MANAGEMENT, LLC | 117,811 | $3.3M | 0.20% | 2025-12-31 |
| 68 | Equitable Holdings, Inc. | 115,800 | $3.2M | 0.20% | 2025-12-31 |
| 69 | SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | 99,897 | $2.9M | 0.17% | 2025-12-31 |
| 70 | Sanctuary Advisors, LLC | 110,792 | $2.8M | 0.19% | 2025-12-31 |
| 71 | MKD WEALTH COACHES, LLC | 91,904 | $2.6M | 0.16% | 2025-12-31 |
| 72 | Canal Capital Management, LLC | 92,093 | $2.5M | 0.16% | 2025-12-31 |
| 73 | Fairman Group, LLC | 89,205 | $2.5M | 0.15% | 2025-12-31 |
| 74 | RENAISSANCE TECHNOLOGIES LLC | 88,300 | $2.5M | 0.15% | 2025-12-31 |
| 75 | NewEdge Advisors, LLC | 87,146 | $2.4M | 0.15% | 2025-12-31 |
| 76 | Good Steward Wealth Advisors,LLC | 81,615 | $2.3M | 0.14% | 2025-12-31 |
| 77 | Midwest Financial Group LLC | 80,578 | $2.3M | 0.14% | 2025-12-31 |
| 78 | Perennial Investment Advisors, LLC | 75,945 | $2.1M | 0.13% | 2025-12-31 |
| 79 | Sound Financial Strategies Group, LLC | 75,842 | $2.1M | 0.13% | 2025-12-31 |
| 80 | Hilltop Holdings Inc. | 72,770 | $2.0M | 0.12% | 2025-12-31 |
| 81 | Manning & Napier Advisors LLC | 72,270 | $2.0M | 0.12% | 2025-12-31 |
| 82 | Stonebridge Financial Group, LLC | 71,817 | $2.0M | 0.12% | 2025-12-31 |
| 83 | IFG Advisory, LLC | 69,822 | $2.0M | 0.12% | 2025-12-31 |
| 84 | HOWARD BAILEY SECURITIES, LLC | 71,453 | $2.0M | 0.12% | 2025-12-31 |
| 85 | RAINEY & RANDALL WEALTH ADVISORS INC. | 68,213 | $1.9M | 0.12% | 2025-12-31 |
| 86 | Twelve Points Wealth Management LLC | 64,067 | $1.8M | 0.11% | 2025-12-31 |
| 87 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 60,080 | $1.7M | 0.10% | 2025-12-31 |
| 88 | CAPTRUST FINANCIAL ADVISORS | 59,498 | $1.7M | 0.10% | 2025-12-31 |
| 89 | Galvin, Gaustad & Stein, LLC | 58,914 | $1.7M | 0.10% | 2025-12-31 |
| 90 | E&G Advisors, LP | 57,057 | $1.6M | 0.10% | 2025-12-31 |
| 91 | Mariner, LLC | 56,202 | $1.6M | 0.10% | 2025-12-31 |
| 92 | ALPHA CAPITAL ADVISORS INC /ADV | 49,585 | $1.4M | 0.08% | 2025-12-31 |
| 93 | Smart Portfolios, LLC | 50,709 | $1.4M | 0.09% | 2025-12-31 |
| 94 | RHS Financial, LLC | 50,388 | $1.4M | 0.08% | 2025-12-31 |
| 95 | MAI Capital Management | 50,239 | $1.4M | 0.08% | 2025-12-31 |
| 96 | Worth Asset Management, LLC | 47,928 | $1.3M | 0.08% | 2025-12-31 |
| 97 | Quadrature Capital Ltd | 46,907 | $1.3M | 0.08% | 2025-12-31 |
| 98 | AmeriServ Wealth Advisors | 46,361 | $1.3M | 0.08% | 2025-12-31 |
| 99 | NATIONAL BANK OF CANADA /FI/ | 45,288 | $1.3M | 0.08% | 2025-12-31 |
| 100 | Optivise Advisory Services LLC | 44,105 | $1.2M | 0.07% | 2025-12-31 |
| 101 | Legacy Capital Group California, Inc. | 43,758 | $1.2M | 0.07% | 2025-12-31 |
| 102 | Columbus Macro, LLC | 42,260 | $1.2M | 0.07% | 2025-12-31 |
| 103 | Kovack Advisors, Inc. | 40,399 | $1.1M | 0.07% | 2025-12-31 |
| 104 | Savvy Advisors, Inc. | 40,209 | $1.1M | 0.07% | 2025-12-31 |
| 105 | STIFEL FINANCIAL CORP | 38,863 | $1.1M | 0.06% | 2025-12-31 |
| 106 | GREENWOOD CAPITAL ASSOCIATES LLC | 35,504 | $996.2K | 0.06% | 2025-12-31 |
| 107 | AE Wealth Management LLC | 35,138 | $986.0K | 0.06% | 2025-12-31 |
| 108 | TORNO CAPITAL, LLC | 35,000 | $982.1K | 0.06% | 2025-12-31 |
| 109 | First Growth Capital LLC | 31,944 | $978.5K | 0.05% | 2025-12-31 |
| 110 | Ares Financial Consulting, LLC | 34,670 | $972.8K | 0.06% | 2025-12-31 |
| 111 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 34,018 | $967.5K | 0.06% | 2025-12-31 |
| 112 | ABBINGTON INVESTMENT GROUP | 33,803 | $948.5K | 0.06% | 2025-12-31 |
| 113 | NWAM LLC | 31,798 | $931.7K | 0.05% | 2025-12-31 |
| 114 | Simplicity Wealth,LLC | 30,738 | $862.5K | 0.05% | 2025-12-31 |
| 115 | Inspire Advisors, LLC | 30,235 | $848.4K | 0.05% | 2025-12-31 |
| 116 | City Center Advisors, LLC | 29,712 | $833.7K | 0.05% | 2025-12-31 |
| 117 | Global Retirement Partners, LLC | 29,058 | $815.4K | 0.05% | 2025-12-31 |
| 118 | Integrated Wealth Concepts LLC | 28,951 | $812.4K | 0.05% | 2025-12-31 |
| 119 | ARWA LLC | 28,845 | $809.4K | 0.05% | 2025-12-31 |
| 120 | Advyzon Investment Management, LLC | 28,702 | $805.4K | 0.05% | 2025-12-31 |
| 121 | CITADEL ADVISORS LLC | 28,700 | $805.3K | 0.05% | 2025-12-31 |
| 122 | Visionary Wealth Advisors | 28,316 | $794.5K | 0.05% | 2025-12-31 |
| 123 | Rockefeller Capital Management L.P. | 28,216 | $791.9K | 0.05% | 2025-12-31 |
| 124 | OSAIC HOLDINGS, INC. | 27,445 | $770.1K | 0.04% | 2025-12-31 |
| 125 | EXCHANGE TRADED CONCEPTS, LLC | 27,384 | $768.4K | 0.04% | 2025-12-31 |
| 126 | Blueprint Financial Advisors LLC | 26,539 | $744.7K | 0.04% | 2025-12-31 |
| 127 | Blueprint Investment Partners LLC | 26,539 | $744.7K | 0.04% | 2025-12-31 |
| 128 | Ausdal Financial Partners, Inc. | 26,402 | $740.8K | 0.04% | 2025-12-31 |
| 129 | RETIREMENT FINANCIAL SOLUTIONS, LLC | 26,136 | $733.4K | 0.04% | 2025-12-31 |
| 130 | Trilogy Capital Inc. | 25,246 | $708.4K | 0.04% | 2025-12-31 |
| 131 | Concurrent Investment Advisors, LLC | 25,123 | $705.0K | 0.04% | 2025-12-31 |
| 132 | Englebert Financial Advisers, LLC | 24,748 | $694.4K | 0.04% | 2025-12-31 |
| 133 | COMERICA BANK | 23,440 | $657.7K | 0.04% | 2025-12-31 |
| 134 | BANK OF MONTREAL /CAN/ | 23,264 | $652.8K | 0.04% | 2025-12-31 |
| 135 | Creative Planning | 23,220 | $651.6K | 0.04% | 2025-12-31 |
| 136 | Frontier Asset Management, LLC | 22,446 | $629.8K | 0.03% | 2025-12-31 |
| 137 | AQR CAPITAL MANAGEMENT LLC | 20,408 | $572.7K | 0.03% | 2025-12-31 |
| 138 | Proactive Wealth Strategies LLC | 20,078 | $563.4K | 0.03% | 2025-12-31 |
| 139 | Orion Porfolio Solutions, LLC | 19,083 | $535.5K | 0.03% | 2025-12-31 |
| 140 | Pinnacle Family Advisors, LLC | 19,068 | $535.0K | 0.03% | 2025-12-31 |
| 141 | Glassman Wealth Services | 18,287 | $513.1K | 0.03% | 2025-12-31 |
| 142 | Guardian Capital, LLC | 17,520 | $491.6K | 0.03% | 2025-12-31 |
| 143 | Trajan Wealth LLC | 17,499 | $491.0K | 0.03% | 2025-12-31 |
| 144 | Hyundai Investments Co., Ltd. | 17,018 | $478.9K | 0.03% | 2025-12-31 |
| 145 | Steward Partners Investment Advisory, LLC | 16,959 | $475.9K | 0.03% | 2025-12-31 |
| 146 | Vise Technologies, Inc. | 16,349 | $458.8K | 0.02% | 2025-12-31 |
| 147 | Hudson Oak Wealth Advisory LLC | 16,332 | $458.3K | 0.02% | 2025-12-31 |
| 148 | Kestra Advisory Services, LLC | 15,507 | $435.1K | 0.02% | 2025-12-31 |
| 149 | Leisure Capital Management | 15,265 | $428.3K | 0.02% | 2025-12-31 |
| 150 | Entelevest, LLC | 15,177 | $425.9K | 0.02% | 2025-12-31 |
| 151 | MGO ONE SEVEN LLC | 14,782 | $414.8K | 0.02% | 2025-12-31 |
| 152 | Family Office Research LLC | 13,557 | $397.0K | 0.02% | 2025-12-31 |
| 153 | Meridian Wealth Management, LLC | 13,477 | $378.2K | 0.02% | 2025-12-31 |
| 154 | Frazier Financial Advisors, LLC | 13,200 | $370.4K | 0.02% | 2025-12-31 |
| 155 | Ignite Planners, LLC | 12,585 | $367.4K | 0.02% | 2025-12-31 |
| 156 | Snowden Capital Advisors LLC | 13,026 | $365.5K | 0.02% | 2025-12-31 |
| 157 | Signet Private Wealth LLC | 12,799 | $359.1K | 0.02% | 2025-12-31 |
| 158 | Lighthouse Wealth Management Inc. | 12,656 | $355.1K | 0.02% | 2025-12-31 |
| 159 | IHT Wealth Management, LLC | 12,639 | $354.7K | 0.02% | 2025-12-31 |
| 160 | Wealthcare Advisory Partners LLC | 12,116 | $340.0K | 0.02% | 2025-12-31 |
| 161 | Estate Counselors, LLC | 11,850 | $332.5K | 0.02% | 2025-12-31 |
| 162 | Focus Financial Network, Inc. | 11,816 | $331.5K | 0.02% | 2025-12-31 |
| 163 | Proficio Capital Partners LLC | 11,786 | $330.7K | 0.02% | 2025-12-31 |
| 164 | Advisor Resource Council | 11,219 | $326.1K | 0.01% | 2025-12-31 |
| 165 | PRIVATE TRUST CO NA | 11,103 | $311.6K | 0.01% | 2025-12-31 |
| 166 | GeoWealth Management, LLC | 10,768 | $302.2K | 0.01% | 2025-12-31 |
| 167 | Verum Partners LLC | 10,667 | $299.3K | 0.01% | 2025-12-31 |
| 168 | RFG Advisory, LLC | 10,572 | $296.7K | 0.01% | 2025-12-31 |
| 169 | &PARTNERS | 10,283 | $288.6K | 0.01% | 2025-12-31 |
| 170 | Integrated Advisors Network LLC | 10,248 | $287.6K | 0.01% | 2025-12-31 |
| 171 | Strive Financial Group ,LLC | 10,235 | $287.2K | 0.01% | 2025-12-31 |
| 172 | LAKE STREET PRIVATE WEALTH, LLC | 10,157 | $285.0K | 0.01% | 2025-12-31 |
| 173 | Omnitrust Wealth Management, Inc | 9,778 | $274.4K | 0.01% | 2025-12-31 |
| 174 | SteelPeak Wealth, LLC | 9,254 | $259.7K | 0.01% | 2025-12-31 |
| 175 | ORG Partners LLC | 8,889 | $249.4K | 0.01% | 2025-12-31 |
| 176 | TWO SIGMA SECURITIES, LLC | 8,714 | $244.5K | 0.01% | 2025-12-31 |
| 177 | Perigon Wealth Management, LLC | 8,470 | $237.7K | 0.01% | 2025-12-31 |
| 178 | Beacon Pointe Advisors, LLC | 8,415 | $236.1K | 0.01% | 2025-12-31 |
| 179 | WEST MICHIGAN ADVISORS, LLC | 7,520 | $219.8K | 0.01% | 2025-12-31 |
| 180 | Legacy Capital Wealth Partners, LLC | 7,706 | $216.2K | 0.01% | 2025-12-31 |
| 181 | Frankly Finances, LLC | 7,640 | $214.4K | 0.01% | 2025-12-31 |
| 182 | Firestone Capital Management | 7,623 | $213.9K | 0.01% | 2025-12-31 |
| 183 | Octavia Wealth Advisors, LLC | 7,591 | $213.0K | 0.01% | 2025-12-31 |
| 184 | Bank of New York Mellon Corp | 7,525 | $211.2K | 0.01% | 2025-12-31 |
| 185 | Able Wealth Management LLC | 7,506 | $210.6K | 0.01% | 2025-12-31 |
| 186 | UBS Group AG | 7,000 | $196.4K | 0.01% | 2025-12-31 |
| 187 | CITIGROUP INC | 6,803 | $190.9K | 0.01% | 2025-12-31 |
| 188 | CreativeOne Wealth, LLC | 6,737 | $189.0K | 0.01% | 2025-12-31 |
| 189 | Advisors Preferred, LLC | 6,449 | $181.5K | 0.01% | 2025-12-31 |
| 190 | Evelyn Partners Investment Management LLP | 6,250 | $175.4K | 0.01% | 2025-12-31 |
| 191 | Cerity Partners LLC | 4,987 | $139.9K | 0.00% | 2025-12-31 |
| 192 | EverSource Wealth Advisors, LLC | 4,431 | $124.3K | 0.00% | 2025-12-31 |
| 193 | ORG Wealth Partners, LLC | 3,635 | $102.0K | 0.00% | 2025-12-31 |
| 194 | Raleigh Capital Management Inc. | 3,574 | $100.3K | 0.00% | 2025-12-31 |
| 195 | Lloyd Advisory Services, LLC. | 3,087 | $86.6K | 0.00% | 2025-12-31 |
| 196 | LFA - Lugano Financial Advisors SA | 3,033 | $85.1K | 0.00% | 2025-12-31 |
| 197 | HARBOUR INVESTMENTS, INC. | 1,759 | $49.4K | 0.00% | 2025-12-31 |
| 198 | MidAtlantic Capital Management, Inc. | 1,725 | $48.4K | 0.00% | 2025-12-31 |
| 199 | ELEVATION WEALTH PARTNERS, LLC | 1,145 | $32.1K | 0.00% | 2025-12-31 |
| 200 | Federation des caisses Desjardins du Quebec | 1,081 | $30.3K | 0.00% | 2025-12-31 |
| 201 | SIGNATUREFD, LLC | 874 | $24.5K | 0.00% | 2025-12-31 |
| 202 | Signature Equity Partners, LLC | 860 | $24.1K | 0.00% | 2025-12-31 |
| 203 | IFP Advisors, Inc | 739 | $20.2K | 0.00% | 2025-12-31 |
| 204 | Salomon & Ludwin, LLC | 637 | $18.1K | 0.00% | 2025-12-31 |
| 205 | Aptus Capital Advisors, LLC | 634 | $17.8K | 0.00% | 2025-12-31 |
| 206 | Quest 10 Wealth Builders, Inc. | 569 | $16.0K | 0.00% | 2025-12-31 |
| 207 | Penserra Capital Management LLC | 531,851 | $14.9K | 0.94% | 2025-12-31 |
| 208 | Arax Advisory Partners | 513 | $14.4K | 0.00% | 2025-12-31 |
| 209 | Wealth Watch Advisors, INC | 466 | $13.1K | 0.00% | 2025-12-31 |
| 210 | SIMPLEX TRADING, LLC | 463 | $13.0K | 0.00% | 2025-12-31 |
| 211 | Bogart Wealth, LLC | 457 | $12.8K | 0.00% | 2025-12-31 |
| 212 | Center for Financial Planning, Inc. | 376 | $10.6K | 0.00% | 2025-12-31 |
| 213 | Atlantic Union Bankshares Corp | 365 | $10.2K | 0.00% | 2025-12-31 |
| 214 | US BANCORP \DE\ | 350 | $9.8K | 0.00% | 2025-12-31 |
| 215 | Geneos Wealth Management Inc. | 278 | $7.8K | 0.00% | 2025-12-31 |
| 216 | Kingdom Financial Group LLC. | 250 | $7.0K | 0.00% | 2025-12-31 |
| 217 | Aventura Private Wealth, LLC | 230 | $5.9K | 0.00% | 2025-12-31 |
| 218 | Cambridge Investment Research Advisors, Inc. | 209,240 | $5.9K | 0.37% | 2025-12-31 |
| 219 | EASTERN BANK | 200 | $5.6K | 0.00% | 2025-12-31 |
| 220 | Copia Wealth Management | 190 | $5.3K | 0.00% | 2025-12-31 |
| 221 | CWM, LLC | 174,368 | $4.9K | 0.31% | 2025-12-31 |
| 222 | Clearstead Advisors, LLC | 165 | $4.6K | 0.00% | 2025-12-31 |
| 223 | JONES FINANCIAL COMPANIES LLLP | 138 | $3.9K | 0.00% | 2025-12-31 |
| 224 | WFA of San Diego, LLC | 136 | $3.8K | 0.00% | 2025-12-31 |
| 225 | Painted Porch Advisors LLC | 100 | $2.7K | 0.00% | 2025-12-31 |
| 226 | PNC Financial Services Group, Inc. | 66 | $1.9K | 0.00% | 2025-12-31 |
| 227 | Allworth Financial LP | 64 | $1.8K | 0.00% | 2025-12-31 |
| 228 | Sunbelt Securities, Inc. | 64 | $1.8K | 0.00% | 2025-12-31 |
| 229 | R. W. Roge & Company, Inc. | 55,325 | $1.6K | 0.09% | 2025-12-31 |
| 230 | Blue Trust, Inc. | 50 | $1.4K | 0.00% | 2025-12-31 |
| 231 | CENTAURUS FINANCIAL, INC. | 39,149 | $1.1K | 0.06% | 2025-12-31 |
| 232 | Solstein Capital, LLC | 35 | $982 | 0.00% | 2025-12-31 |
| 233 | FLAGSHIP HARBOR ADVISORS, LLC | 33 | $926 | 0.00% | 2025-12-31 |
| 234 | N.E.W. Advisory Services LLC | 32 | $898 | 0.00% | 2025-12-31 |
| 235 | CIBC Private Wealth Group LLC | 30 | $842 | 0.00% | 2025-12-31 |
| 236 | Networth Advisors, LLC | 27 | $758 | 0.00% | 2025-12-31 |
| 237 | Thrivent Financial for Lutherans | 26,867 | $754 | 0.04% | 2025-12-31 |
| 238 | WEDBUSH SECURITIES INC | 19,071 | $535 | 0.03% | 2025-12-31 |
| 239 | PHILADELPHIA TRUST CO | 15,100 | $424 | 0.02% | 2025-12-31 |
| 240 | Matrix Trust Co | 8,251 | $232 | 0.01% | 2025-12-31 |
| 241 | Capital Analysts, LLC | 6,777 | $190 | 0.01% | 2025-12-31 |
| 242 | Harvest Fund Management Co., Ltd | 1,053 | $30 | 0.00% | 2025-12-31 |
| 243 | New Millennium Group LLC | 1 | $23 | 0.00% | 2025-12-31 |