CUSIP 72201R775
PIMCO ETF TR
411 institutions · $4.55B total · 53,199,822 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,379,135 | $314.5M | 6.35% | 2025-12-31 |
| 2 | LPL Financial LLC | 2,895,952 | $269.6M | 5.44% | 2025-12-31 |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 2,100,558 | $195.5M | 3.94% | 2025-12-31 |
| 4 | TECTONIC ADVISORS LLC | 1,585,579 | $147.6M | 2.98% | 2025-12-31 |
| 5 | OneDigital Investment Advisors LLC | 1,552,324 | $144.5M | 2.91% | 2025-12-31 |
| 6 | Koss-Olinger Consulting, LLC | 1,315,663 | $122.5M | 2.47% | 2025-12-31 |
| 7 | WELLS FARGO & COMPANY/MN | 1,143,871 | $106.5M | 2.15% | 2025-12-31 |
| 8 | GREAT VALLEY ADVISOR GROUP, INC. | 1,115,814 | $103.9M | 2.09% | 2025-12-31 |
| 9 | OSAIC HOLDINGS, INC. | 1,081,888 | $100.7M | 2.03% | 2025-12-31 |
| 10 | NewEdge Advisors, LLC | 1,055,291 | $98.2M | 1.98% | 2025-12-31 |
| 11 | Cetera Investment Advisers | 944,019 | $87.9M | 1.77% | 2025-12-31 |
| 12 | UBS Group AG | 889,205 | $82.8M | 1.67% | 2025-12-31 |
| 13 | BANK OF AMERICA CORP /DE/ | 888,728 | $82.7M | 1.67% | 2025-12-31 |
| 14 | Vickerman Investment Advisors, Inc. | 777,120 | $72.3M | 1.46% | 2025-12-31 |
| 15 | RAYMOND JAMES FINANCIAL INC | 727,058 | $67.7M | 1.36% | 2025-12-31 |
| 16 | CreativeOne Wealth, LLC | 697,981 | $65.0M | 1.31% | 2025-12-31 |
| 17 | Waverly Advisors, LLC | 640,890 | $59.7M | 1.20% | 2025-12-31 |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 635,255 | $59.1M | 1.19% | 2025-12-31 |
| 19 | Sand Hill Global Advisors, LLC | 624,484 | $58.1M | 1.17% | 2025-12-31 |
| 20 | JPMORGAN CHASE & CO | 618,988 | $57.6M | 1.16% | 2025-12-31 |
| 21 | Buck Wealth Strategies, LLC | 581,455 | $54.1M | 1.09% | 2025-12-31 |
| 22 | Concurrent Investment Advisors, LLC | 557,592 | $51.9M | 1.04% | 2025-12-31 |
| 23 | Heirloom Wealth Management | 491,798 | $45.8M | 0.92% | 2025-12-31 |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 483,862 | $45.1M | 0.90% | 2025-12-31 |
| 25 | EVOLVE PRIVATE WEALTH, LLC | 466,565 | $43.6M | 0.87% | 2025-12-31 |
| 26 | MERCER GLOBAL ADVISORS INC /ADV | 458,159 | $42.6M | 0.86% | 2025-12-31 |
| 27 | AE Wealth Management LLC | 445,014 | $41.4M | 0.83% | 2025-12-31 |
| 28 | FSM Wealth Advisors, LLC | 420,342 | $39.1M | 0.79% | 2025-12-31 |
| 29 | HighTower Advisors, LLC | 418,859 | $39.0M | 0.78% | 2025-12-31 |
| 30 | Advocacy Wealth Management Services, LLC | 410,678 | $38.2M | 0.77% | 2025-12-31 |
| 31 | Hudson Capital Management LLC | 395,319 | $36.8M | 0.74% | 2025-12-31 |
| 32 | EXCHANGE TRADED CONCEPTS, LLC | 389,552 | $36.3M | 0.73% | 2025-12-31 |
| 33 | BNP PARIBAS FINANCIAL MARKETS | 380,578 | $35.4M | 0.71% | 2025-12-31 |
| 34 | Royal Bank of Canada | 367,275 | $34.2M | 0.69% | 2025-12-31 |
| 35 | Kestra Advisory Services, LLC | 350,395 | $32.6M | 0.65% | 2025-12-31 |
| 36 | STIFEL FINANCIAL CORP | 340,807 | $31.7M | 0.64% | 2025-12-31 |
| 37 | Flaharty Asset Management, LLC | 284,921 | $26.5M | 0.53% | 2025-12-31 |
| 38 | Southland Equity Partners LLC | 275,284 | $25.6M | 0.51% | 2025-12-31 |
| 39 | Goldstein Advisors, LLC | 269,010 | $25.0M | 0.50% | 2025-12-31 |
| 40 | Private Advisor Group, LLC | 268,049 | $24.9M | 0.50% | 2025-12-31 |
| 41 | ECLECTIC ASSOCIATES INC /ADV | 266,151 | $24.8M | 0.50% | 2025-12-31 |
| 42 | Sowell Financial Services LLC | 265,987 | $24.8M | 0.49% | 2025-12-31 |
| 43 | Stadion Money Management, LLC | 264,926 | $24.7M | 0.49% | 2025-12-31 |
| 44 | Cornerstone Wealth Management, LLC | 262,663 | $24.4M | 0.49% | 2025-12-31 |
| 45 | Legacy Private Trust Co. | 260,596 | $24.3M | 0.48% | 2025-12-31 |
| 46 | Kelman-Lazarov, Inc. | 260,274 | $24.2M | 0.48% | 2025-12-31 |
| 47 | Alpha Cubed Investments, LLC | 239,469 | $22.3M | 0.45% | 2025-12-31 |
| 48 | Bouvel Investment Partners, LLC | 237,842 | $22.1M | 0.44% | 2025-12-31 |
| 49 | O'Connor Financial Group LLC | 236,345 | $22.1M | 0.44% | 2025-12-31 |
| 50 | CAPTRUST FINANCIAL ADVISORS | 230,276 | $21.4M | 0.43% | 2025-12-31 |
| 51 | Gotham Asset Management, LLC | 228,960 | $21.3M | 0.43% | 2025-12-31 |
| 52 | NOVEM GROUP | 225,260 | $21.0M | 0.42% | 2025-12-31 |
| 53 | First Commonwealth Financial Corp /PA/ | 205,060 | $19.1M | 0.38% | 2025-12-31 |
| 54 | Ocean Park Asset Management, LLC | 204,100 | $19.0M | 0.38% | 2025-12-31 |
| 55 | PNC Financial Services Group, Inc. | 199,361 | $18.6M | 0.37% | 2025-12-31 |
| 56 | Envestnet Portfolio Solutions, Inc. | 194,546 | $18.1M | 0.36% | 2025-12-31 |
| 57 | MML INVESTORS SERVICES, LLC | 193,412 | $18.0M | 0.36% | 2025-12-31 |
| 58 | RFG Advisory, LLC | 191,508 | $17.8M | 0.35% | 2025-12-31 |
| 59 | Stratos Wealth Partners, LTD. | 191,060 | $17.8M | 0.35% | 2025-12-31 |
| 60 | ELEVATION POINT WEALTH PARTNERS, LLC | 186,495 | $17.4M | 0.35% | 2025-12-31 |
| 61 | Vestmark Advisory Solutions, Inc. | 186,470 | $17.4M | 0.35% | 2025-12-31 |
| 62 | Crestmont Private Wealth LLC | 183,532 | $17.1M | 0.34% | 2025-12-31 |
| 63 | Hamilton Wealth, LLC | 383,077 | $15.8M | 0.72% | 2025-12-31 |
| 64 | Hutchens & Kramer Investment Management Group, LLC | 166,174 | $15.5M | 0.31% | 2025-12-31 |
| 65 | Bleakley Financial Group, LLC | 164,245 | $15.3M | 0.30% | 2025-12-31 |
| 66 | JONES FINANCIAL COMPANIES LLLP | 160,804 | $15.0M | 0.30% | 2025-12-31 |
| 67 | Horizon Investments, LLC | 154,435 | $14.4M | 0.29% | 2025-12-31 |
| 68 | AXXCESS WEALTH MANAGEMENT, LLC | 154,194 | $14.4M | 0.28% | 2025-12-31 |
| 69 | Lynch Investment Planning, LLC | 153,154 | $14.3M | 0.28% | 2025-12-31 |
| 70 | GeoWealth Management, LLC | 151,094 | $14.1M | 0.28% | 2025-12-31 |
| 71 | Mullooly Asset Management, Inc. | 149,136 | $13.9M | 0.28% | 2025-12-31 |
| 72 | TRUIST FINANCIAL CORP | 144,963 | $13.5M | 0.27% | 2025-12-31 |
| 73 | KWMG, LLC | 143,638 | $13.4M | 0.26% | 2025-12-31 |
| 74 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 141,358 | $13.2M | 0.26% | 2025-12-31 |
| 75 | VICUS CAPITAL | 140,970 | $13.1M | 0.26% | 2025-12-31 |
| 76 | ACIMA PRIVATE WEALTH, LLC | 139,883 | $13.0M | 0.26% | 2025-12-31 |
| 77 | Vavra Capital Management, LLC | 139,589 | $13.0M | 0.26% | 2025-12-31 |
| 78 | McGrath & Associates, Inc. | 135,105 | $12.6M | 0.25% | 2025-12-31 |
| 79 | BCS Wealth Management | 134,349 | $12.5M | 0.25% | 2025-12-31 |
| 80 | STEPH & CO | 134,031 | $12.5M | 0.25% | 2025-12-31 |
| 81 | PAX Financial Group, LLC | 133,271 | $12.4M | 0.25% | 2025-12-31 |
| 82 | Stratos Wealth Advisors, LLC | 129,474 | $12.1M | 0.24% | 2025-12-31 |
| 83 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 125,862 | $11.7M | 0.23% | 2025-12-31 |
| 84 | Clearstead Advisors, LLC | 125,322 | $11.7M | 0.23% | 2025-12-31 |
| 85 | Sheridan Capital Management, LLC | 124,351 | $11.6M | 0.23% | 2025-12-31 |
| 86 | D.A. DAVIDSON & CO. | 123,863 | $11.5M | 0.23% | 2025-12-31 |
| 87 | GOULD ASSET MANAGEMENT LLC /CA/ | 121,012 | $11.3M | 0.22% | 2025-12-31 |
| 88 | AdvisorNet Financial, Inc | 118,958 | $11.1M | 0.22% | 2025-12-31 |
| 89 | SCOTIA CAPITAL INC. | 118,165 | $11.0M | 0.22% | 2025-12-31 |
| 90 | MorganRosel Wealth Management, LLC | 116,301 | $10.8M | 0.21% | 2025-12-31 |
| 91 | TD Capital Management LLC | 116,230 | $10.8M | 0.21% | 2025-12-31 |
| 92 | MRA Advisory Group | 108,076 | $10.1M | 0.20% | 2025-12-31 |
| 93 | GM Advisory Group, LLC | 105,864 | $9.9M | 0.19% | 2025-12-31 |
| 94 | SimpliFi, Inc. | 105,312 | $9.8M | 0.19% | 2025-12-31 |
| 95 | Destination Wealth Management | 104,023 | $9.7M | 0.19% | 2025-12-31 |
| 96 | HARBOUR INVESTMENTS, INC. | 103,252 | $9.6M | 0.19% | 2025-12-31 |
| 97 | Smart Portfolios, LLC | 101,735 | $9.5M | 0.19% | 2025-12-31 |
| 98 | Mariner, LLC | 97,305 | $9.1M | 0.18% | 2025-12-31 |
| 99 | WealthShield Partners, LLC | 95,461 | $8.9M | 0.17% | 2025-12-31 |
| 100 | IFG Advisory, LLC | 93,428 | $8.7M | 0.17% | 2025-12-31 |
| 101 | Treasure Coast Financial Planning | 92,344 | $8.6M | 0.17% | 2025-12-31 |
| 102 | Sanctuary Advisors, LLC | 91,379 | $8.5M | 0.17% | 2025-12-31 |
| 103 | Farther Finance Advisors, LLC | 89,881 | $8.4M | 0.16% | 2025-12-31 |
| 104 | SAGESPRING WEALTH PARTNERS, LLC | 89,322 | $8.3M | 0.16% | 2025-12-31 |
| 105 | Allworth Financial LP | 87,929 | $8.2M | 0.16% | 2025-12-31 |
| 106 | Catalyst Investment Management LLC | 87,606 | $8.2M | 0.16% | 2025-12-31 |
| 107 | Freedom Investment Management, Inc. | 87,576 | $8.2M | 0.16% | 2025-12-31 |
| 108 | Linscomb Wealth, Inc. | 84,216 | $7.8M | 0.15% | 2025-12-31 |
| 109 | Orion Porfolio Solutions, LLC | 84,068 | $7.8M | 0.15% | 2025-12-31 |
| 110 | Security Financial Services, INC. | 78,378 | $7.3M | 0.14% | 2025-12-31 |
| 111 | MONETA GROUP INVESTMENT ADVISORS LLC | 77,710 | $7.2M | 0.14% | 2025-12-31 |
| 112 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 76,187 | $7.1M | 0.14% | 2025-12-31 |
| 113 | PATTEN & PATTEN INC/TN | 74,925 | $7.0M | 0.14% | 2025-12-31 |
| 114 | Darwin Wealth Management, LLC | 74,116 | $6.9M | 0.13% | 2025-12-31 |
| 115 | Visionary Wealth Advisors | 72,890 | $6.8M | 0.13% | 2025-12-31 |
| 116 | Global Retirement Partners, LLC | 72,814 | $6.8M | 0.13% | 2025-12-31 |
| 117 | Asset Allocation Strategies LLC | 71,982 | $6.7M | 0.13% | 2025-12-31 |
| 118 | Affiance Financial, LLC | 71,780 | $6.7M | 0.13% | 2025-12-31 |
| 119 | CarsonAllaria Wealth Management, Ltd. | 71,318 | $6.6M | 0.13% | 2025-12-31 |
| 120 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 69,944 | $6.5M | 0.13% | 2025-12-31 |
| 121 | B. Riley Wealth Advisors, Inc. | 69,872 | $6.5M | 0.13% | 2025-12-31 |
| 122 | Denver PWM, LLC | 68,088 | $6.3M | 0.12% | 2025-12-31 |
| 123 | Integrated Wealth Concepts LLC | 67,073 | $6.2M | 0.12% | 2025-12-31 |
| 124 | BAM Wealth Management, LLC | 64,588 | $6.0M | 0.12% | 2025-12-31 |
| 125 | Pacifica Partners Inc. | 64,061 | $6.0M | 0.12% | 2025-12-31 |
| 126 | TOTAL INVESTMENT MANAGEMENT INC | 61,232 | $5.7M | 0.11% | 2025-12-31 |
| 127 | Connecticut Wealth Management, LLC | 61,067 | $5.7M | 0.11% | 2025-12-31 |
| 128 | Syverson Strege & Co | 60,793 | $5.7M | 0.11% | 2025-12-31 |
| 129 | SECURED RETIREMENT ADVISORS, LLC | 59,365 | $5.5M | 0.11% | 2025-12-31 |
| 130 | JMAC ENTERPRISES LLC | 59,135 | $5.5M | 0.11% | 2025-12-31 |
| 131 | Selby Wealth Management, LLC | 57,074 | $5.3M | 0.10% | 2025-12-31 |
| 132 | Emergent Wealth Advisors, LLC | 56,072 | $5.2M | 0.10% | 2025-12-31 |
| 133 | Aviance Capital Partners, LLC | 56,057 | $5.2M | 0.10% | 2025-12-31 |
| 134 | Csenge Advisory Group | 55,146 | $5.1M | 0.10% | 2025-12-31 |
| 135 | DAVENPORT & Co LLC | 52,725 | $4.9M | 0.09% | 2025-12-31 |
| 136 | Lunt Capital Management, Inc. | 50,830 | $4.7M | 0.09% | 2025-12-31 |
| 137 | Freedom Financial Partners LLC | 50,577 | $4.7M | 0.09% | 2025-12-31 |
| 138 | Beacon Pointe Advisors, LLC | 49,800 | $4.6M | 0.09% | 2025-12-31 |
| 139 | Focus Partners Wealth | 49,444 | $4.6M | 0.09% | 2025-12-31 |
| 140 | Traction Financial Partners, LLC | 48,627 | $4.5M | 0.09% | 2025-12-31 |
| 141 | Koshinski Asset Management, Inc. | 46,427 | $4.3M | 0.08% | 2025-12-31 |
| 142 | Baird Financial Group, Inc. | 45,428 | $4.2M | 0.08% | 2025-12-31 |
| 143 | Birchwood Financial Partners, Inc. | 45,087 | $4.2M | 0.08% | 2025-12-31 |
| 144 | CIBC WORLD MARKET INC. | 44,149 | $4.1M | 0.08% | 2025-12-31 |
| 145 | Del-Sette Capital Management, LLC | 44,143 | $4.1M | 0.08% | 2025-12-31 |
| 146 | Capital Planning Advisors, LLC | 44,026 | $4.1M | 0.08% | 2025-12-31 |
| 147 | Miracle Mile Advisors, LLC | 43,812 | $4.1M | 0.08% | 2025-12-31 |
| 148 | Geneos Wealth Management Inc. | 43,385 | $4.0M | 0.08% | 2025-12-31 |
| 149 | Essential Planning, LLC. | 43,141 | $4.0M | 0.08% | 2025-12-31 |
| 150 | Cornerstone Advisory, LLC | 42,274 | $3.9M | 0.07% | 2025-12-31 |
| 151 | WCG Wealth Advisors LLC | 42,175 | $3.9M | 0.07% | 2025-12-31 |
| 152 | Elevated Capital Advisors, LLC | 40,773 | $3.8M | 0.07% | 2025-12-31 |
| 153 | COMERICA BANK | 40,730 | $3.8M | 0.07% | 2025-12-31 |
| 154 | Roger Wittlin Investment Advisory, LLC | 40,421 | $3.8M | 0.07% | 2025-12-31 |
| 155 | MILESTONE ASSET MANAGEMENT, LLC | 40,288 | $3.8M | 0.07% | 2025-12-31 |
| 156 | Bank of New York Mellon Corp | 39,594 | $3.7M | 0.07% | 2025-12-31 |
| 157 | Dunhill Financial, LLC | 38,215 | $3.6M | 0.07% | 2025-12-31 |
| 158 | FIRST HAWAIIAN BANK | 38,201 | $3.6M | 0.07% | 2025-12-31 |
| 159 | Lido Advisors, LLC | 38,087 | $3.6M | 0.07% | 2025-12-31 |
| 160 | Pinnacle Financial Group, LLC / IL | 37,577 | $3.5M | 0.07% | 2025-12-31 |
| 161 | 21 West Wealth Management LLC | 37,035 | $3.4M | 0.06% | 2025-12-31 |
| 162 | Fiduciary Alliance LLC | 36,864 | $3.4M | 0.06% | 2025-12-31 |
| 163 | Slagle Financial, LLC | 36,763 | $3.4M | 0.06% | 2025-12-31 |
| 164 | Advisor OS, LLC | 35,778 | $3.3M | 0.06% | 2025-12-31 |
| 165 | Taylor & Morgan Wealth Management, LLC | 35,095 | $3.3M | 0.06% | 2025-12-31 |
| 166 | Barnes Wealth Management Group, Inc | 34,822 | $3.2M | 0.06% | 2025-12-31 |
| 167 | Insight Wealth Partners, LLC | 33,750 | $3.1M | 0.06% | 2025-12-31 |
| 168 | Intelligence Driven Advisers, LLC | 33,101 | $3.1M | 0.06% | 2025-12-31 |
| 169 | MONEY CONCEPTS CAPITAL CORP | 32,662 | $3.0M | 0.06% | 2025-12-31 |
| 170 | Cooper Financial Group | 32,498 | $3.0M | 0.06% | 2025-12-31 |
| 171 | Strategic Advisors LLC | 31,514 | $2.9M | 0.05% | 2025-12-31 |
| 172 | Essex Financial Services, Inc. | 31,490 | $2.9M | 0.05% | 2025-12-31 |
| 173 | BANK OF MONTREAL /CAN/ | 31,389 | $2.9M | 0.05% | 2025-12-31 |
| 174 | Fairway Financial, LLC | 31,121 | $2.9M | 0.05% | 2025-12-31 |
| 175 | RENAISSANCE TECHNOLOGIES LLC | 31,100 | $2.9M | 0.05% | 2025-12-31 |
| 176 | John W. Brooker & Co., CPAs | 30,587 | $2.8M | 0.05% | 2025-12-31 |
| 177 | Wilkerson Advisory Group LLC | 30,581 | $2.8M | 0.05% | 2025-12-31 |
| 178 | Elyxium Wealth, LLC | 29,808 | $2.8M | 0.05% | 2025-12-31 |
| 179 | MCF Advisors LLC | 29,673 | $2.8M | 0.05% | 2025-12-31 |
| 180 | Maia Wealth LLC | 28,373 | $2.7M | 0.05% | 2025-12-31 |
| 181 | Womack Financial LLC | 28,576 | $2.7M | 0.05% | 2025-12-31 |
| 182 | Creative Planning | 26,647 | $2.5M | 0.05% | 2025-12-31 |
| 183 | FORTERIS WEALTH MANAGEMENT INC. | 26,049 | $2.4M | 0.04% | 2025-12-31 |
| 184 | Steward Partners Investment Advisory, LLC | 25,470 | $2.4M | 0.04% | 2025-12-31 |
| 185 | Menard Financial Group LLC | 24,730 | $2.3M | 0.04% | 2025-12-31 |
| 186 | HOLLENCREST CAPITAL MANAGEMENT | 24,537 | $2.3M | 0.04% | 2025-12-31 |
| 187 | Strategic Blueprint, LLC | 24,422 | $2.3M | 0.04% | 2025-12-31 |
| 188 | PRUDENT INVESTORS NETWORK, INC. | 23,970 | $2.2M | 0.04% | 2025-12-31 |
| 189 | Brookstone Capital Management | 23,717 | $2.2M | 0.04% | 2025-12-31 |
| 190 | &PARTNERS | 23,592 | $2.2M | 0.04% | 2025-12-31 |
| 191 | Fortitude Financial, LLC | 23,457 | $2.2M | 0.04% | 2025-12-31 |
| 192 | EP Wealth Advisors, LLC | 22,864 | $2.1M | 0.04% | 2025-12-31 |
| 193 | NATIONAL BANK OF CANADA /FI/ | 22,859 | $2.1M | 0.04% | 2025-12-31 |
| 194 | Forvis Mazars Wealth Advisors, LLC | 22,715 | $2.1M | 0.04% | 2025-12-31 |
| 195 | D'Orazio & Associates, Inc. | 22,418 | $2.1M | 0.04% | 2025-12-31 |
| 196 | TD Waterhouse Canada Inc. | 22,080 | $2.1M | 0.04% | 2025-12-31 |
| 197 | Wealthcare Advisory Partners LLC | 21,582 | $2.0M | 0.04% | 2025-12-31 |
| 198 | CITIGROUP INC | 21,498 | $2.0M | 0.04% | 2025-12-31 |
| 199 | Wealth Advisors of Iowa, LLC | 21,183 | $2.0M | 0.03% | 2025-12-31 |
| 200 | Berger Financial Group, Inc | 21,071 | $2.0M | 0.03% | 2025-12-31 |
| 201 | Patten Group, Inc. | 20,795 | $1.9M | 0.03% | 2025-12-31 |
| 202 | Advisory Services Network, LLC | 19,966 | $1.9M | 0.03% | 2025-12-31 |
| 203 | Richard W. Paul & Associates, LLC | 19,545 | $1.8M | 0.03% | 2025-12-31 |
| 204 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,500 | $1.7M | 0.03% | 2025-12-31 |
| 205 | Lionsbridge Wealth Management LLC | 18,189 | $1.7M | 0.03% | 2025-12-31 |
| 206 | Retirement Planning Group, LLC | 18,036 | $1.7M | 0.03% | 2025-12-31 |
| 207 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 17,742 | $1.7M | 0.03% | 2025-12-31 |
| 208 | Ascent Group, LLC | 17,599 | $1.6M | 0.03% | 2025-12-31 |
| 209 | KEYVANTAGE WEALTH, LLC | 17,462 | $1.6M | 0.03% | 2025-12-31 |
| 210 | SUMMIT WEALTH GROUP LLC / CO | 17,435 | $1.6M | 0.03% | 2025-12-31 |
| 211 | Asset One Wealth Management LLC | 17,122 | $1.6M | 0.03% | 2025-12-31 |
| 212 | ROMANO BROTHERS AND COMPANY | 16,408 | $1.5M | 0.03% | 2025-12-31 |
| 213 | Corient Private Wealth LLC | 16,351 | $1.5M | 0.03% | 2025-12-31 |
| 214 | Beckerman Institutional, LLC | 16,342 | $1.5M | 0.03% | 2025-12-31 |
| 215 | Krilogy Financial LLC | 16,055 | $1.5M | 0.03% | 2025-12-31 |
| 216 | VSM Wealth Advisory, LLC | 16,115 | $1.5M | 0.03% | 2025-12-31 |
| 217 | Cyndeo Wealth Partners, LLC | 15,697 | $1.5M | 0.02% | 2025-12-31 |
| 218 | Valmark Advisers, Inc. | 15,244 | $1.4M | 0.02% | 2025-12-31 |
| 219 | DUDLEY CAPITAL MANAGEMENT, LLC | 15,040 | $1.4M | 0.02% | 2025-12-31 |
| 220 | Aristides Capital LLC | 14,977 | $1.4M | 0.02% | 2025-12-31 |
| 221 | Parallel Advisors, LLC | 14,968 | $1.4M | 0.02% | 2025-12-31 |
| 222 | TOUNJIAN ADVISORY PARTNERS, LLC | 14,910 | $1.4M | 0.02% | 2025-12-31 |
| 223 | Kingsview Wealth Management, LLC | 14,429 | $1.3M | 0.02% | 2025-12-31 |
| 224 | Fragasso Financial Advisors Inc | 14,343 | $1.3M | 0.02% | 2025-12-31 |
| 225 | Signal Advisors Wealth, LLC | 14,286 | $1.3M | 0.02% | 2025-12-31 |
| 226 | Clear Creek Financial Management, LLC | 13,835 | $1.3M | 0.02% | 2025-12-31 |
| 227 | Arrowroot Family Office, LLC | 13,723 | $1.3M | 0.02% | 2025-12-31 |
| 228 | Continuum Advisory, LLC | 13,332 | $1.2M | 0.02% | 2025-12-31 |
| 229 | Waterfront Wealth Inc. | 13,057 | $1.2M | 0.02% | 2025-12-31 |
| 230 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13,047 | $1.2M | 0.02% | 2025-12-31 |
| 231 | Ramiah Investment Group | 12,792 | $1.2M | 0.02% | 2025-12-31 |
| 232 | Golden State Equity Partners | 12,691 | $1.2M | 0.02% | 2025-12-31 |
| 233 | PKS Advisory Services, LLC | 12,688 | $1.2M | 0.02% | 2025-12-31 |
| 234 | Beacon Financial Advisory LLC | 12,659 | $1.2M | 0.02% | 2025-12-31 |
| 235 | OPPENHEIMER & CO INC | 12,607 | $1.2M | 0.02% | 2025-12-31 |
| 236 | Equitable Holdings, Inc. | 12,439 | $1.2M | 0.02% | 2025-12-31 |
| 237 | STEEL GROVE CAPITAL ADVISORS, LLC | 12,370 | $1.2M | 0.02% | 2025-12-31 |
| 238 | BEACON FINANCIAL PLANNING, INC | 12,359 | $1.2M | 0.02% | 2025-12-31 |
| 239 | PFG Advisors | 12,086 | $1.1M | 0.02% | 2025-12-31 |
| 240 | Strata Wealth Advisors, LLC | 12,050 | $1.1M | 0.02% | 2025-12-31 |
| 241 | Kovack Advisors, Inc. | 12,029 | $1.1M | 0.02% | 2025-12-31 |
| 242 | MFA Wealth Services | 11,996 | $1.1M | 0.02% | 2025-12-31 |
| 243 | Your Advocates Ltd., LLP | 11,640 | $1.1M | 0.02% | 2025-12-31 |
| 244 | Savant Capital, LLC | 11,195 | $1.0M | 0.02% | 2025-12-31 |
| 245 | AQR CAPITAL MANAGEMENT LLC | 10,930 | $1.0M | 0.02% | 2025-12-31 |
| 246 | PRINCIPAL SECURITIES, INC. | 10,893 | $1.0M | 0.02% | 2025-12-31 |
| 247 | 1620 INVESTMENT ADVISORS, INC. | 10,867 | $1.0M | 0.02% | 2025-12-31 |
| 248 | Leisure Capital Management | 10,656 | $991.9K | 0.02% | 2025-12-31 |
| 249 | HCR Wealth Advisors | 10,524 | $979.6K | 0.01% | 2025-12-31 |
| 250 | First Growth Capital LLC | 10,412 | $974.4K | 0.01% | 2025-12-31 |
| 251 | Arkadios Wealth Advisors | 10,461 | $973.7K | 0.01% | 2025-12-31 |
| 252 | Fort Point Capital Partners LLC | 10,296 | $964.5K | 0.01% | 2025-12-31 |
| 253 | Trek Financial, LLC | 10,179 | $947.5K | 0.01% | 2025-12-31 |
| 254 | CALDWELL SUTTER CAPITAL, INC. | 10,058 | $936.2K | 0.01% | 2025-12-31 |
| 255 | CFO4Life Group, LLC | 10,008 | $931.5K | 0.01% | 2025-12-31 |
| 256 | Appalachian Capital Management Ltd | 9,969 | $927.9K | 0.01% | 2025-12-31 |
| 257 | DROMS STRAUSS ADVISORS INC /MO/ /ADV | 9,947 | $925.9K | 0.01% | 2025-12-31 |
| 258 | Liberty Atlantic Advisors LLC | 9,927 | $924.0K | 0.01% | 2025-12-31 |
| 259 | Prosperity Consulting Group, LLC | 9,778 | $910.1K | 0.01% | 2025-12-31 |
| 260 | Westside Investment Management, Inc. | 9,687 | $901.7K | 0.01% | 2025-12-31 |
| 261 | PINNACLE ASSOCIATES LTD | 9,239 | $859.9K | 0.01% | 2025-12-31 |
| 262 | Wilmington Savings Fund Society, FSB | 9,145 | $851.2K | 0.01% | 2025-12-31 |
| 263 | Wealth Enhancement Trust Services, Inc. | 8,900 | $828.4K | 0.01% | 2025-12-31 |
| 264 | Ducere Wealth Management LLC | 8,724 | $812.0K | 0.01% | 2025-12-31 |
| 265 | J.W. COLE ADVISORS, INC. | 8,687 | $808.6K | 0.01% | 2025-12-31 |
| 266 | BRASADA CAPITAL MANAGEMENT, LP | 8,643 | $804.1K | 0.01% | 2025-12-31 |
| 267 | Bright Futures Wealth Management, LLC. | 8,606 | $801.0K | 0.01% | 2025-12-31 |
| 268 | Pinnacle Wealth Management Advisory Group, LLC | 8,543 | $795.1K | 0.01% | 2025-12-31 |
| 269 | Base Wealth Management LLC | 8,398 | $781.7K | 0.01% | 2025-12-31 |
| 270 | HBK Sorce Advisory LLC | 8,293 | $775.1K | 0.01% | 2025-12-31 |
| 271 | IFP Advisors, Inc | 8,242 | $767.2K | 0.01% | 2025-12-31 |
| 272 | Gateway Wealth Partners, LLC | 8,178 | $761.2K | 0.01% | 2025-12-31 |
| 273 | FIRST FOUNDATION ADVISORS | 8,094 | $753.4K | 0.01% | 2025-12-31 |
| 274 | FSA Investment Group, LLC | 7,981 | $742.9K | 0.01% | 2025-12-31 |
| 275 | Consilium Wealth Advisory, LLC | 7,975 | $742.3K | 0.01% | 2025-12-31 |
| 276 | Duncan Williams Asset Management, LLC | 7,777 | $723.4K | 0.01% | 2025-12-31 |
| 277 | PFG Investments, LLC | 7,769 | $723.2K | 0.01% | 2025-12-31 |
| 278 | NICOLET BANKSHARES INC | 7,769 | $723.1K | 0.01% | 2025-12-31 |
| 279 | Atria Investments, Inc | 7,748 | $721.2K | 0.01% | 2025-12-31 |
| 280 | Lionshead Wealth Management, LLC | 7,498 | $700.9K | 0.01% | 2025-12-31 |
| 281 | Westwood Wealth Management | 7,498 | $700.9K | 0.01% | 2025-12-31 |
| 282 | SILVER OAK SECURITIES, INCORPORATED | 7,470 | $700.0K | 0.01% | 2025-12-31 |
| 283 | TITLEIST ASSET MANAGEMENT, LLC | 7,509 | $698.9K | 0.01% | 2025-12-31 |
| 284 | HARMONY ASSET MANAGEMENT LLC | 7,478 | $696.0K | 0.01% | 2025-12-31 |
| 285 | Rollins Financial Advisors, LLC | 7,405 | $689.3K | 0.01% | 2025-12-31 |
| 286 | Tranquilli Financial Advisor LLC | 7,391 | $688.0K | 0.01% | 2025-12-31 |
| 287 | Dakota Wealth Management | 7,327 | $682.0K | 0.01% | 2025-12-31 |
| 288 | CREATIVE FINANCIAL DESIGNS INC /ADV | 7,229 | $672.8K | 0.01% | 2025-12-31 |
| 289 | Avondale Wealth Management | 7,100 | $660.9K | 0.01% | 2025-12-31 |
| 290 | American Trust | 6,930 | $645.1K | 0.01% | 2025-12-31 |
| 291 | Williams & Novak, LLC | 6,878 | $640.2K | 0.01% | 2025-12-31 |
| 292 | MACROVIEW INVESTMENT MANAGEMENT LLC | 6,820 | $634.8K | 0.01% | 2025-12-31 |
| 293 | Summit Investment Advisory Services, LLC | 6,667 | $620.6K | 0.01% | 2025-12-31 |
| 294 | Northwest Financial Advisors | 6,470 | $602.2K | 0.01% | 2025-12-31 |
| 295 | OneAscent Financial Services LLC | 6,348 | $590.9K | 0.01% | 2025-12-31 |
| 296 | Rockefeller Capital Management L.P. | 6,331 | $589.3K | 0.01% | 2025-12-31 |
| 297 | Asset Management Group, Inc. | 6,299 | $586.3K | 0.01% | 2025-12-31 |
| 298 | INSIGNEO ADVISORY SERVICES, LLC | 6,205 | $577.6K | 0.01% | 2025-12-31 |
| 299 | Legacy Advisory Services, LLC | 6,086 | $566.5K | 0.01% | 2025-12-31 |
| 300 | Dynamic Advisor Solutions LLC | 6,077 | $565.6K | 0.01% | 2025-12-31 |
| 301 | FSA Advisors, Inc. | 5,952 | $554.0K | 0.01% | 2025-12-31 |
| 302 | RICHARDS, MERRILL & PETERSON, INC. | 5,952 | $554.0K | 0.01% | 2025-12-31 |
| 303 | Thrive Capital Management, LLC | 5,842 | $543.8K | 0.01% | 2025-12-31 |
| 304 | Synergy Asset Management, LLC | 5,828 | $542.5K | 0.01% | 2025-12-31 |
| 305 | Decker Retirement Planning Inc. | 5,806 | $540.4K | 0.01% | 2025-12-31 |
| 306 | NFP Retirement, Inc. | 5,700 | $532.1K | 0.01% | 2025-12-31 |
| 307 | Apollon Financial, LLC | 5,713 | $531.8K | 0.01% | 2025-12-31 |
| 308 | L.K. Benson & Company, P.C. | 5,706 | $531.2K | 0.01% | 2025-12-31 |
| 309 | Ausdal Financial Partners, Inc. | 5,671 | $527.8K | 0.01% | 2025-12-31 |
| 310 | Claris Financial LLC | 5,564 | $517.9K | 0.01% | 2025-12-31 |
| 311 | Procyon Advisors, LLC | 5,510 | $512.9K | 0.01% | 2025-12-31 |
| 312 | Milestones Private Investment Advisors LLC | 5,491 | $511.1K | 0.01% | 2025-12-31 |
| 313 | STEPHENS INC /AR/ | 5,381 | $500.9K | 0.01% | 2025-12-31 |
| 314 | XY Planning Network, Inc. | 5,359 | $498.8K | 0.01% | 2025-12-31 |
| 315 | Mayfair Advisory Group, LLC | 5,344 | $497.1K | 0.01% | 2025-12-31 |
| 316 | Investment Advisory Group, LLC | 5,308 | $494.1K | 0.00% | 2025-12-31 |
| 317 | Synergy Investment Management, LLC | 5,285 | $491.9K | 0.00% | 2025-12-31 |
| 318 | SAGE RHINO CAPITAL LLC | 5,204 | $484.4K | 0.00% | 2025-12-31 |
| 319 | Glen Eagle Advisors, LLC | 5,162 | $480.5K | 0.00% | 2025-12-31 |
| 320 | Westmount Partners, LLC | 5,096 | $474.4K | 0.00% | 2025-12-31 |
| 321 | CIBC Asset Management Inc | 5,030 | $468.2K | 0.00% | 2025-12-31 |
| 322 | LiftPoint Family Wealth Advisors LLC | 4,960 | $461.7K | 0.00% | 2025-12-31 |
| 323 | Sigma Planning Corp | 4,929 | $458.8K | 0.00% | 2025-12-31 |
| 324 | Cerity Partners LLC | 4,740 | $441.2K | 0.00% | 2025-12-31 |
| 325 | Summit Financial, LLC | 4,700 | $439.3K | 0.00% | 2025-12-31 |
| 326 | ACT Advisors, LLC. | 4,720 | $439.3K | 0.00% | 2025-12-31 |
| 327 | AMERIPRISE FINANCIAL INC | 4,648 | $434.0K | 0.00% | 2025-12-31 |
| 328 | Cadence Bank | 4,545 | $423.0K | 0.00% | 2025-12-31 |
| 329 | ARBOR TRUST WEALTH ADVISORS, LLC | 4,492 | $419.9K | 0.00% | 2025-12-31 |
| 330 | SMITH, MOORE & CO. | 4,404 | $409.9K | 0.00% | 2025-12-31 |
| 331 | United Advisor Group, LLC | 4,268 | $397.3K | 0.00% | 2025-12-31 |
| 332 | IHT Wealth Management, LLC | 4,210 | $391.9K | 0.00% | 2025-12-31 |
| 333 | ADG Wealth Management Group, LLC | 4,186 | $389.6K | 0.00% | 2025-12-31 |
| 334 | MBL Wealth, LLC | 4,180 | $389.1K | 0.00% | 2025-12-31 |
| 335 | Perigon Wealth Management, LLC | 4,152 | $386.4K | 0.00% | 2025-12-31 |
| 336 | CWM, LLC | 4,149,576 | $386.2K | 7.79% | 2025-12-31 |
| 337 | Thrive Wealth Management, LLC | 4,116 | $383.1K | 0.00% | 2025-12-31 |
| 338 | U.S. Capital Wealth Advisors, LLC | 4,107 | $382.3K | 0.00% | 2025-12-31 |
| 339 | CITADEL ADVISORS LLC | 4,100 | $381.6K | 0.00% | 2025-12-31 |
| 340 | IVC Wealth Advisors LLC | 4,082 | $380.0K | 0.00% | 2025-12-31 |
| 341 | ROTHSCHILD INVESTMENT LLC | 4,050 | $377.0K | 0.00% | 2025-12-31 |
| 342 | Atlanta Consulting Group Advisors, LLC | 3,996 | $373.5K | 0.00% | 2025-12-31 |
| 343 | MAI Capital Management | 3,975 | $370.0K | 0.00% | 2025-12-31 |
| 344 | Qube Research & Technologies Ltd | 3,859 | $359.2K | 0.00% | 2025-12-31 |
| 345 | Focused Wealth Management, Inc | 3,662 | $340.9K | 0.00% | 2025-12-31 |
| 346 | Prime Capital Investment Advisors, LLC | 3,641 | $338.9K | 0.00% | 2025-12-31 |
| 347 | DIVERSIFY WEALTH MANAGEMENT, LLC | 3,611 | $337.7K | 0.00% | 2025-12-31 |
| 348 | MATHER GROUP, LLC. | 3,616 | $336.6K | 0.00% | 2025-12-31 |
| 349 | Keystone Wealth Services, LLC | 3,608 | $335.8K | 0.00% | 2025-12-31 |
| 350 | Crestwood Advisors Group, LLC | 3,518 | $327.5K | 0.00% | 2025-12-31 |
| 351 | AVAII WEALTH MANAGEMENT, LLC | 3,514 | $327.1K | 0.00% | 2025-12-31 |
| 352 | Ameritas Advisory Services, LLC | 3,498 | $325.6K | 0.00% | 2025-12-31 |
| 353 | KEYBANK NATIONAL ASSOCIATION/OH | 3,497 | $325.5K | 0.00% | 2025-12-31 |
| 354 | Apella Capital, LLC | 3,423 | $318.6K | 0.00% | 2025-12-31 |
| 355 | Wealth Watch Advisors, INC | 3,423 | $318.6K | 0.00% | 2025-12-31 |
| 356 | Sunbelt Securities, Inc. | 3,399 | $316.4K | 0.00% | 2025-12-31 |
| 357 | Legacy Edge Advisors, LLC | 3,378 | $314.4K | 0.00% | 2025-12-31 |
| 358 | TWIN PEAKS WEALTH ADVISORS, LLC | 3,324 | $310.8K | 0.00% | 2025-12-31 |
| 359 | EQ LLC | 3,339 | $310.8K | 0.00% | 2025-12-31 |
| 360 | KINGSWOOD WEALTH ADVISORS, LLC | 3,320 | $309.0K | 0.00% | 2025-12-31 |
| 361 | FOUNDERS FINANCIAL SECURITIES LLC | 3,308 | $307.9K | 0.00% | 2025-12-31 |
| 362 | Cardinal Point Capital Management ULC | 3,241 | $302.9K | 0.00% | 2025-12-31 |
| 363 | CARY STREET PARTNERS FINANCIAL LLC | 3,183 | $296.3K | 0.00% | 2025-12-31 |
| 364 | CALTON & ASSOCIATES, INC. | 3,088 | $287.4K | 0.00% | 2025-12-31 |
| 365 | Artemis Wealth Advisors, LLC | 3,027 | $281.8K | 0.00% | 2025-12-31 |
| 366 | Addison Capital Co | 2,972 | $276.6K | 0.00% | 2025-12-31 |
| 367 | TOBIAS FINANCIAL ADVISORS, INC. | 2,926 | $272.4K | 0.00% | 2025-12-31 |
| 368 | StoneX Group Inc. | 2,900 | $271.3K | 0.00% | 2025-12-31 |
| 369 | Widmann Financial Services, Inc. | 2,850 | $265.3K | 0.00% | 2025-12-31 |
| 370 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,835 | $263.9K | 0.00% | 2025-12-31 |
| 371 | Blue Edge Capital, LLC | 2,832 | $263.6K | 0.00% | 2025-12-31 |
| 372 | Sequoia Financial Advisors, LLC | 2,831 | $263.5K | 0.00% | 2025-12-31 |
| 373 | OneAscent Wealth Management LLC | 2,765 | $257.4K | 0.00% | 2025-12-31 |
| 374 | Avidian Wealth Enterprises, LLC | 2,750 | $256.0K | 0.00% | 2025-12-31 |
| 375 | BROWN, LISLE/CUMMINGS, INC. | 2,743 | $255.4K | 0.00% | 2025-12-31 |
| 376 | Stonebridge Financial Planning Group, LLC | 2,741 | $255.1K | 0.00% | 2025-12-31 |
| 377 | Beacon Capital Management, LLC | 2,704 | $251.6K | 0.00% | 2025-12-31 |
| 378 | BTG Pactual Asset Management US LLC | 2,729 | $251.6K | 0.00% | 2025-12-31 |
| 379 | Keating Financial Advisory Services, Inc. | 2,698 | $251.1K | 0.00% | 2025-12-31 |
| 380 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2,677 | $249.9K | 0.00% | 2025-12-31 |
| 381 | Signature Equity Partners, LLC | 2,637 | $245.5K | 0.00% | 2025-12-31 |
| 382 | Endowment Wealth Management, Inc. | 2,569 | $239.1K | 0.00% | 2025-12-31 |
| 383 | World Investment Advisors | 6,004 | $238.9K | 0.01% | 2025-12-31 |
| 384 | Vermillion Wealth Management, Inc. | 2,547 | $237.1K | 0.00% | 2025-12-31 |
| 385 | Evolution Wealth Advisors, LLC | 2,546 | $237.0K | 0.00% | 2025-12-31 |
| 386 | KING LUTHER CAPITAL MANAGEMENT CORP | 2,500 | $232.7K | 0.00% | 2025-12-31 |
| 387 | EverSource Wealth Advisors, LLC | 2,437 | $226.8K | 0.00% | 2025-12-31 |
| 388 | Ferguson Shapiro LLC | 2,423 | $225.5K | 0.00% | 2025-12-31 |
| 389 | Legacy Capital Wealth Partners, LLC | 2,392 | $222.6K | 0.00% | 2025-12-31 |
| 390 | LEVEL FOUR ADVISORY SERVICES, LLC | 2,349 | $218.6K | 0.00% | 2025-12-31 |
| 391 | Paragon Capital Management LLC | 2,314 | $215.4K | 0.00% | 2025-12-31 |
| 392 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,300 | $214.1K | 0.00% | 2025-12-31 |
| 393 | Prospera Financial Services Inc | 2,293 | $213.5K | 0.00% | 2025-12-31 |
| 394 | Mechanics Bank Trust Department | 2,276 | $211.8K | 0.00% | 2025-12-31 |
| 395 | Financial Planning Hawaii, Inc. | 2,268 | $211.1K | 0.00% | 2025-12-31 |
| 396 | Allen Capital Group, LLC | 2,242 | $208.7K | 0.00% | 2025-12-31 |
| 397 | DAYMARK WEALTH PARTNERS, LLC | 2,229 | $207.4K | 0.00% | 2025-12-31 |
| 398 | Round Rock Advisors, LLC | 2,223 | $206.9K | 0.00% | 2025-12-31 |
| 399 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | 2,200 | $204.8K | 0.00% | 2025-12-31 |
| 400 | Engineers Gate Manager LP | 2,197 | $204.5K | 0.00% | 2025-12-31 |
| 401 | PRIVATE TRUST CO NA | 2,157 | $200.8K | 0.00% | 2025-12-31 |
| 402 | AMERIFLEX GROUP, INC. | 2,107 | $196.1K | 0.00% | 2025-12-31 |
| 403 | Wagner Wealth Management, LLC | 2,066 | $192.3K | 0.00% | 2025-12-31 |
| 404 | Triumph Capital Management | 1,945 | $181.0K | 0.00% | 2025-12-31 |
| 405 | Capital Investment Advisory Services, LLC | 1,912 | $178.0K | 0.00% | 2025-12-31 |
| 406 | Cullen/Frost Bankers, Inc. | 1,788 | $166.4K | 0.00% | 2025-12-31 |
| 407 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,787 | $166.3K | 0.00% | 2025-12-31 |
| 408 | Goodman Advisory Group, LLC | 1,544 | $143.7K | 0.00% | 2025-12-31 |
| 409 | Larson Financial Group LLC | 1,501 | $139.7K | 0.00% | 2025-12-31 |
| 410 | DV Trading LLC | 1,373 | $127.8K | 0.00% | 2025-12-31 |
| 411 | HUNTINGTON NATIONAL BANK | 1,317 | $122.6K | 0.00% | 2025-12-31 |