FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,185.55-0.09%
XLE56.940.13%
STOXX50E5,860.32-0.39%
XLF51.810.75%
FTSE10,321.09-0.56%
IXIC24,850.450.06%
RUT2,787.410.01%
GSPC7,171.560.09%
Temp30.1°C
UV10.4
Feels35°C
Humidity62%
Wind12.2 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time2:10 PM
CUSIP 74316P579

PROFESIONALLY MANAGED PORTFO

421 institutions · $4.05B total · 72,102,555 shares

#ManagerSharesValue% of TotalPeriod
1BROWN BROTHERS HARRIMAN & CO15,725,379$1.03B21.80%2025-12-31
2AlTi Global, Inc.5,904,874$386.8M8.18%2025-12-31
3Financial Engines Advisors L.L.C.4,772,869$312.7M6.61%2025-12-31
4LPL Financial LLC2,308,689$151.2M3.20%2025-12-31
5FRANKLIN RESOURCES INC2,213,370$145.0M3.06%2025-12-31
6Mesirow Financial Investment Management, Inc.2,012,662$131.8M2.79%2025-12-31
7OSAIC HOLDINGS, INC.1,213,299$79.5M1.68%2025-12-31
8BROWN ADVISORY INC1,057,667$69.3M1.46%2025-12-31
9RAYMOND JAMES FINANCIAL INC847,748$55.5M1.17%2025-12-31
10Montis Financial, LLC809,126$53.0M1.12%2025-12-31
11HighTower Advisors, LLC800,193$52.4M1.10%2025-12-31
12UBS Group AG792,100$51.9M1.09%2025-12-31
13WEALTH ENHANCEMENT ADVISORY SERVICES, LLC719,197$47.9M0.99%2025-12-31
14WELLS FARGO & COMPANY/MN687,403$45.0M0.95%2025-12-31
15Corient Private Wealth LLC9,987,425$44.7M13.85%2025-12-31
16Affiance Financial, LLC656,658$43.0M0.91%2025-12-31
17BANK OF AMERICA CORP /DE/622,805$40.8M0.86%2025-12-31
18Ascension Capital Advisors, Inc.611,494$40.1M0.84%2025-12-31
19Miracle Mile Advisors, LLC582,036$38.1M0.80%2025-12-31
20ASSETMARK, INC554,566$36.3M0.76%2025-12-31
21Parisi Gray Wealth Management549,027$36.0M0.76%2025-12-31
22Stratos Wealth Partners, LTD.514,305$33.7M0.71%2025-12-31
23Aprio Wealth Management, LLC467,611$30.6M0.64%2025-12-31
24Urban Financial Advisory Corp440,266$28.8M0.61%2025-12-31
25Waverly Advisors, LLC431,441$28.3M0.59%2025-12-31
26UNITED CAPITAL FINANCIAL ADVISORS, LLC383,323$25.1M0.53%2025-12-31
27Royal Bank of Canada368,202$24.1M0.51%2025-12-31
28Ironwood Investment Counsel, LLC344,154$22.5M0.47%2025-12-31
29COMMONWEALTH EQUITY SERVICES, LLC317,992$20.8M0.44%2025-12-31
30Focus Partners Wealth312,668$20.5M0.43%2025-12-31
31New England Private Wealth Advisors LLC312,610$20.5M0.43%2025-12-31
32Cresset Asset Management, LLC310,160$20.3M0.43%2025-12-31
33NBZ Investment Advisors LLC293,305$19.2M0.40%2025-12-31
34Cross Staff Investments Inc289,630$19.0M0.40%2025-12-31
35Lighthouse Wealth Management Inc.277,954$18.2M0.38%2025-12-31
36Summit Trail Advisors, LLC276,478$18.1M0.38%2025-12-31
37Cetera Investment Advisers275,064$18.0M0.38%2025-12-31
38Fiduciary Group, LLC242,380$15.9M0.33%2025-12-31
39FMR LLC238,429$15.6M0.33%2025-12-31
40Allworth Financial LP234,792$15.4M0.32%2025-12-31
41STIFEL FINANCIAL CORP229,036$15.0M0.31%2025-12-31
42MORGAN STANLEY222,409$14.6M0.30%2025-12-31
43Private Advisor Group, LLC182,614$12.0M0.25%2025-12-31
44CARY STREET PARTNERS FINANCIAL LLC176,078$11.5M0.24%2025-12-31
45Canal Capital Management, LLC175,232$11.5M0.24%2025-12-31
46Stratos Wealth Advisors, LLC172,258$11.3M0.23%2025-12-31
47Montz Harcus Wealth Management LLC168,425$11.0M0.23%2025-12-31
48Perigon Wealth Management, LLC158,885$10.4M0.22%2025-12-31
49Ausdal Financial Partners, Inc.157,084$10.3M0.21%2025-12-31
50Steward Partners Investment Advisory, LLC155,851$10.2M0.21%2025-12-31
51Compton Wealth Advisory Group, LLC153,472$10.1M0.21%2025-12-31
52Rockefeller Capital Management L.P.153,414$10.1M0.21%2025-12-31
53M&T Bank Corp51,167$10.0M0.07%2025-12-31
54ENVESTNET ASSET MANAGEMENT INC150,552$9.9M0.20%2025-12-31
55Prospera Financial Services Inc149,508$9.8M0.20%2025-12-31
56Mariner, LLC147,620$9.7M0.20%2025-12-31
57FFT WEALTH MANAGEMENT LLC145,579$9.5M0.20%2025-12-31
58CITADEL ADVISORS LLC134,368$8.8M0.18%2025-12-31
59BEACON FINANCIAL PLANNING, INC134,268$8.8M0.18%2025-12-31
60Cerity Partners LLC133,359$8.7M0.18%2025-12-31
61NewEdge Advisors, LLC132,615$8.7M0.18%2025-12-31
62Kestra Advisory Services, LLC128,015$8.4M0.17%2025-12-31
63Prime Capital Investment Advisors, LLC127,172$8.3M0.17%2025-12-31
64Aspire Capital Advisors LLC126,717$8.3M0.17%2025-12-31
65MONETA GROUP INVESTMENT ADVISORS LLC125,806$8.2M0.17%2025-12-31
66EQUITABLE TRUST CO123,932$8.1M0.17%2025-12-31
67Capital Planning LLC114,952$7.5M0.15%2025-12-31
68Orion Porfolio Solutions, LLC110,866$7.3M0.15%2025-12-31
69JBR Co Financial Management Inc108,793$7.1M0.15%2025-12-31
70SIMON QUICK ADVISORS, LLC106,997$7.0M0.14%2025-12-31
71KilterHowling LLC105,087$6.9M0.14%2025-12-31
72BAKER TILLY WEALTH MANAGEMENT, LLC97,070$6.4M0.13%2025-12-31
73Creative Planning96,506$6.3M0.13%2025-12-31
74Ehrenkranz Partners L.P.93,942$6.2M0.13%2025-12-31
75Rollins Financial Advisors, LLC93,874$6.1M0.13%2025-12-31
76TRUIST FINANCIAL CORP93,207$6.1M0.12%2025-12-31
77Sargent Investment Group, LLC92,801$6.1M0.12%2025-12-31
78Modera Wealth Management, LLC91,122$6.0M0.12%2025-12-31
79Tanglewood Wealth Management, Inc.90,612$5.9M0.12%2025-12-31
80IEQ CAPITAL, LLC90,281$5.9M0.12%2025-12-31
81Lynx Investment Advisory87,467$5.7M0.12%2025-12-31
82Quantinno Capital Management LP85,995$5.6M0.11%2025-12-31
83Karras Company, Inc.80,578$5.3M0.11%2025-12-31
84CIBC Private Wealth Group LLC79,164$5.2M0.10%2025-12-31
85MML INVESTORS SERVICES, LLC78,632$5.2M0.10%2025-12-31
86DAVENPORT & Co LLC78,205$5.1M0.10%2025-12-31
87Circle Wealth Management, LLC73,452$4.8M0.10%2025-12-31
88VOISARD ASSET MANAGEMENT GROUP, INC.69,723$4.6M0.09%2025-12-31
89Allen Investment Management, LLC68,101$4.5M0.09%2025-12-31
90Vertex Planning Partners, LLC63,996$4.2M0.08%2025-12-31
91Berger Financial Group, Inc63,639$4.2M0.08%2025-12-31
92IHT Wealth Management, LLC63,261$4.1M0.08%2025-12-31
93Rockbridge Investment Management, LCC62,370$4.1M0.08%2025-12-31
94MERCER GLOBAL ADVISORS INC /ADV61,742$4.0M0.08%2025-12-31
95BNB Wealth Management, LLC61,482$4.0M0.08%2025-12-31
96Meridian Wealth Management, LLC58,294$3.9M0.08%2025-12-31
97Wealthspire Advisors, LLC58,912$3.9M0.08%2025-12-31
98Blume Capital Management, Inc.56,229$3.7M0.07%2025-12-31
99EP Wealth Advisors, LLC56,038$3.7M0.07%2025-12-31
100Essex Financial Services, Inc.55,904$3.7M0.07%2025-12-31
101Aptus Capital Advisors, LLC55,548$3.6M0.07%2025-12-31
102Marion Wealth Management58,146$3.6M0.08%2025-12-31
103BOKF, NA55,355$3.6M0.07%2025-12-31
104BTC Capital Management, Inc.55,115$3.6M0.07%2025-12-31
105GUARDIAN WEALTH ADVISORS, LLC / NC53,967$3.5M0.07%2025-12-31
106SCS Capital Management LLC53,742$3.5M0.07%2025-12-31
107Calamos Wealth Management LLC53,706$3.5M0.07%2025-12-31
108Harfst & Associates, Inc.53,622$3.5M0.07%2025-12-31
109Equitable Holdings, Inc.52,892$3.5M0.07%2025-12-31
110Wedmont Private Capital50,982$3.3M0.07%2025-12-31
111BEACON INVESTMENT ADVISORS LLC49,725$3.3M0.06%2025-12-31
112Live Oak Private Wealth LLC49,653$3.3M0.06%2025-12-31
113Bank of New York Mellon Corp49,134$3.2M0.06%2025-12-31
114Sowell Financial Services LLC48,490$3.2M0.06%2025-12-31
115Clearstead Advisors, LLC47,893$3.1M0.06%2025-12-31
116B. Riley Wealth Advisors, Inc.47,848$3.1M0.06%2025-12-31
117TWIN FOCUS CAPITAL PARTNERS, LLC47,659$3.1M0.06%2025-12-31
118Houlihan Financial Resource Group, Ltd.49,249$3.1M0.06%2025-12-31
119&PARTNERS46,759$3.1M0.06%2025-12-31
120Mill Creek Capital Advisors, LLC46,006$3.0M0.06%2025-12-31
121S.A. Mason LLC45,209$3.0M0.06%2025-12-31
122Lafayette Investments, Inc.44,588$2.9M0.06%2025-12-31
123Pathway Financial Advisers, LLC44,550$2.9M0.06%2025-12-31
124Alvarez & Marsal Private Wealth Partners, LLC44,033$2.9M0.06%2025-12-31
125Chicago Partners Investment Group LLC45,830$2.9M0.06%2025-12-31
126Wiser Advisor Group LLC42,820$2.8M0.05%2025-12-31
127CAPTRUST FINANCIAL ADVISORS41,886$2.7M0.05%2025-12-31
128BANYAN CAPITAL MANAGEMENT, INC.40,813$2.7M0.05%2025-12-31
129NORTHERN TRUST CORP39,678$2.6M0.05%2025-12-31
130Millburn Ridgefield LLC /DE/38,750$2.5M0.05%2025-12-31
131SALEM INVESTMENT COUNSELORS INC38,045$2.5M0.05%2025-12-31
132Parker Investment Management, LLC37,868$2.5M0.05%2025-12-31
133SPINNAKER TRUST37,312$2.4M0.05%2025-12-31
134Caprock Group, LLC37,238$2.4M0.05%2025-12-31
135CoreFirst Bank & Trust37,119$2.4M0.05%2025-12-31
136Aspect Partners, LLC36,724$2.4M0.05%2025-12-31
137Evercore Wealth Management, LLC36,155$2.4M0.05%2025-12-31
138Visionary Wealth Advisors35,843$2.3M0.04%2025-12-31
139Integrated Advisors Network LLC35,716$2.3M0.04%2025-12-31
140Summit Financial, LLC34,946$2.3M0.04%2025-12-31
141BALDWIN WEALTH PARTNERS LLC/MA34,333$2.2M0.04%2025-12-31
142Merit Financial Group, LLC34,330$2.2M0.04%2025-12-31
143First Pacific Financial34,298$2.2M0.04%2025-12-31
144Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors34,135$2.2M0.04%2025-12-31
145Sunbelt Securities, Inc.33,983$2.2M0.04%2025-12-31
146Clear Creek Financial Management, LLC32,534$2.1M0.04%2025-12-31
147SouthState Corp32,492$2.1M0.04%2025-12-31
148NorthStar Asset Management LLC /NJ/32,191$2.1M0.04%2025-12-31
149OPPENHEIMER & CO INC31,871$2.1M0.04%2025-12-31
150FLAGSHIP HARBOR ADVISORS, LLC31,588$2.1M0.04%2025-12-31
151Capital Advisors Wealth Management, LLC31,286$2.0M0.04%2025-12-31
152KESTRA PRIVATE WEALTH SERVICES, LLC31,251$2.0M0.04%2025-12-31
153Compass Wealth Management, LLC/GA30,552$2.0M0.04%2025-12-31
154BIP Wealth, LLC30,234$2.0M0.04%2025-12-31
155Concurrent Investment Advisors, LLC29,404$1.9M0.04%2025-12-31
156Topsail Wealth Management, LLC28,735$1.9M0.03%2025-12-31
157AMERIPRISE FINANCIAL INC28,291$1.9M0.03%2025-12-31
158Koshinski Asset Management, Inc.28,008$1.8M0.03%2025-12-31
159SAPIENT CAPITAL LLC27,613$1.8M0.03%2025-12-31
160MACROVIEW INVESTMENT MANAGEMENT LLC27,500$1.8M0.03%2025-12-31
161CLIFTONLARSONALLEN WEALTH ADVISORS, LLC27,425$1.8M0.03%2025-12-31
162Empirical Financial Services, LLC d.b.a. Empirical Wealth Management27,014$1.8M0.03%2025-12-31
163Savant Capital, LLC26,866$1.8M0.03%2025-12-31
164Sound View Wealth Advisors Group, LLC26,565$1.7M0.03%2025-12-31
165Retirement Planning Group, LLC26,444$1.7M0.03%2025-12-31
166RM Financial Services, LLC26,173$1.7M0.03%2025-12-31
167Pathstone Holdings, LLC25,843$1.7M0.03%2025-12-31
168IFP Advisors, Inc25,812$1.7M0.03%2025-12-31
169Symphony Financial Services, Inc.25,682$1.7M0.03%2025-12-31
170Ballentine Partners, LLC25,581$1.7M0.03%2025-12-31
171Hilltop Holdings Inc.25,558$1.7M0.03%2025-12-31
172Longview Financial Advisors, Inc.24,260$1.6M0.03%2025-12-31
173Empower Advisory Group, LLC24,057$1.6M0.03%2025-12-31
174AQR CAPITAL MANAGEMENT LLC24,041$1.6M0.03%2025-12-31
175Leo Wealth, LLC22,970$1.5M0.03%2025-12-31
176STEEL GROVE CAPITAL ADVISORS, LLC22,931$1.5M0.03%2025-12-31
177RFG Advisory, LLC22,795$1.5M0.03%2025-12-31
178Tradition Wealth Management, LLC22,175$1.5M0.03%2025-12-31
179MONECO Advisors, LLC22,074$1.4M0.03%2025-12-31
180J.W. COLE ADVISORS, INC.21,850$1.4M0.03%2025-12-31
181Joel Isaacson & Co., LLC20,677$1.4M0.02%2025-12-31
182BECKER CAPITAL MANAGEMENT INC19,479$1.3M0.02%2025-12-31
183Frontier Asset Management, LLC19,264$1.3M0.02%2025-12-31
184Whitcomb & Hess, Inc.18,871$1.2M0.02%2025-12-31
185Apollon Wealth Management, LLC18,575$1.2M0.02%2025-12-31
186Mittelman Wealth Management18,409$1.2M0.02%2025-12-31
187JOHNSON INVESTMENT COUNSEL INC18,366$1.2M0.02%2025-12-31
188Sanctuary Advisors, LLC18,248$1.2M0.02%2025-12-31
189Marble Wealth, LLC18,188$1.2M0.02%2025-12-31
190Founders Financial Alliance, LLC18,012$1.2M0.02%2025-12-31
191Parallel Advisors, LLC17,778$1.2M0.02%2025-12-31
192Grange Capital, LLC17,748$1.2M0.02%2025-12-31
193Compound Planning, Inc.17,720$1.2M0.02%2025-12-31
194IFG Advisory, LLC17,670$1.2M0.02%2025-12-31
195GOLDMAN SACHS GROUP INC17,230$1.1M0.02%2025-12-31
196PDS Planning, Inc17,108$1.1M0.02%2025-12-31
197Objectivity Squared, LLC17,032$1.1M0.02%2025-12-31
198ODonnell Financial Services, LLC16,498$1.1M0.02%2025-12-31
199ARS Wealth Advisors Group, LLC16,269$1.1M0.02%2025-12-31
200SUSQUEHANNA INTERNATIONAL GROUP, LLP16,266$1.1M0.02%2025-12-31
201Farther Finance Advisors, LLC15,517$1.0M0.02%2025-12-31
202ZWJ INVESTMENT COUNSEL INC15,436$1.0M0.02%2025-12-31
203LongView Wealth Management14,853$976.3K0.02%2025-12-31
204WINEBRENNER CAPITAL MANAGEMENT LLC14,891$975.5K0.02%2025-12-31
205HALL CAPITAL MANAGEMENT CO INC14,833$971.7K0.02%2025-12-31
206Kingsview Wealth Management, LLC14,825$971.2K0.02%2025-12-31
207Cornerstone Wealth Group, LLC14,547$953.0K0.02%2025-12-31
208Mendota Financial Group, LLC14,489$949.2K0.02%2025-12-31
209Clark Wealth Partners14,452$946.8K0.02%2025-12-31
210CORE WEALTH ADVISORS, LLC14,452$946.8K0.02%2025-12-31
211Prosperity Consulting Group, LLC14,414$944.3K0.01%2025-12-31
212Sovran Advisors, LLC14,811$938.6K0.02%2025-12-31
213Pallas Capital Advisors LLC14,157$927.4K0.01%2025-12-31
214BlueChip Wealth Advisors LLC14,147$926.8K0.01%2025-12-31
215GREATMARK INVESTMENT PARTNERS, INC.13,294$870.9K0.01%2025-12-31
216Global View Capital Management LLC13,107$858.6K0.01%2025-12-31
217COMERICA BANK12,752$835.4K0.01%2025-12-31
218Demars Financial Group, LLC12,749$835.2K0.01%2025-12-31
219Choate Investment Advisors12,733$834.1K0.01%2025-12-31
220AMERIFLEX GROUP, INC.12,481$817.6K0.01%2025-12-31
221Modern Wealth Management, LLC12,464$816.5K0.01%2025-12-31
222NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO12,271$803.9K0.01%2025-12-31
223Landing Point Financial Group, LLC12,211$799.9K0.01%2025-12-31
224Allen Capital Group, LLC12,106$793.1K0.01%2025-12-31
225WORLD EQUITY GROUP, INC.11,674$764.8K0.01%2025-12-31
226Continuum Advisory, LLC11,417$747.9K0.01%2025-12-31
227Arkadios Wealth Advisors11,415$747.8K0.01%2025-12-31
228Advisory Services Network, LLC11,393$746.3K0.01%2025-12-31
229WCG Wealth Advisors LLC11,214$734.6K0.01%2025-12-31
230CrossGen Wealth, LLC11,189$733.0K0.01%2025-12-31
231Clarity Capital Advisors, LLC11,146$730.2K0.01%2025-12-31
232SageView Advisory Group, LLC11,003$720.8K0.01%2025-12-31
233Patriot Financial Group Insurance Agency, LLC10,893$713.6K0.01%2025-12-31
234Focus Partners Advisor Solutions, LLC10,812$708.3K0.01%2025-12-31
235Birch Hill Investment Advisors LLC10,593$693.9K0.01%2025-12-31
236TIAA TRUST, NATIONAL ASSOCIATION10,590$693.8K0.01%2025-12-31
237GLENMEDE TRUST CO NA10,574$692.7K0.01%2025-12-31
238GTS SECURITIES LLC10,455$684.9K0.01%2025-12-31
239World Investment Advisors10,406$681.7K0.01%2025-12-31
240SIGNATURE ESTATE & INVESTMENT ADVISORS LLC10,406$681.7K0.01%2025-12-31
241MAI Capital Management10,343$677.6K0.01%2025-12-31
242O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,058$658.9K0.01%2025-12-31
243Brookstone Capital Management9,961$652.5K0.01%2025-12-31
244STOCK YARDS BANK & TRUST CO9,752$638.9K0.01%2025-12-31
245Golden Reserve Retirement LLC9,632$631.0K0.01%2025-12-31
246Dana Investment Advisors, Inc.9,465$620.1K0.01%2025-12-31
247Integrated Wealth Concepts LLC9,388$615.0K0.01%2025-12-31
248Indivisible Partners9,231$604.7K0.01%2025-12-31
249First Heartland Consultants, Inc.9,198$602.6K0.01%2025-12-31
250SP Asset Management LLC8,943$585.9K0.01%2025-12-31
251SENTINEL PENSION ADVISORS, LLC8,869$581.0K0.01%2025-12-31
252Apollon Financial, LLC8,637$565.8K0.01%2025-12-31
253PFG Investments, LLC8,572$561.6K0.01%2025-12-31
254NWAM LLC8,500$556.8K0.01%2025-12-31
255MBL Wealth, LLC8,483$555.7K0.01%2025-12-31
256NOVARE CAPITAL MANAGEMENT LLC8,351$547.1K0.01%2025-12-31
257Summit Asset Management, LLC8,236$539.5K0.01%2025-12-31
258Ellenbecker Investment Group8,218$538.4K0.01%2025-12-31
259SEIZERT CAPITAL PARTNERS, LLC8,204$537.4K0.01%2025-12-31
260Cornerstone Advisory, LLC8,074$528.9K0.01%2025-12-31
261Walleye Partners, LLC7,922$519.0K0.01%2025-12-31
262HARBOUR INVESTMENTS, INC.7,807$511.4K0.01%2025-12-31
263MISSION WEALTH MANAGEMENT, LP7,632$500.0K0.01%2025-12-31
264Private Wealth Asset Management, LLC7,542$494.1K0.01%2025-12-31
265AMG National Trust Bank7,497$491.1K0.01%2025-12-31
266KCM INVESTMENT ADVISORS LLC7,457$488.5K0.01%2025-12-31
267Intelligent Financial Strategies7,372$482.9K0.01%2025-12-31
268EVOKE WEALTH, LLC7,229$473.6K0.01%2025-12-31
269Destination Wealth Management7,216$472.7K0.01%2025-12-31
270WEALTHEDGE INVESTMENT ADVISORS, LLC7,067$463.0K0.00%2025-12-31
271JPMORGAN CHASE & CO6,955$455.6K0.00%2025-12-31
272ROMANO BROTHERS AND COMPANY6,894$451.6K0.00%2025-12-31
273EverSource Wealth Advisors, LLC6,892$451.5K0.00%2025-12-31
274Ayrshire Capital Management LLC6,890$451.4K0.00%2025-12-31
275Hardy Reed LLC6,849$448.7K0.00%2025-12-31
276BLB&B Advisors, LLC6,800$445.5K0.00%2025-12-31
277EVERGREEN CAPITAL MANAGEMENT LLC6,753$442.4K0.00%2025-12-31
278Crusonia Wealth Advisors LLC6,650$435.6K0.00%2025-12-31
279WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV6,627$434.1K0.00%2025-12-31
280AdvisorNet Financial, Inc6,603$432.6K0.00%2025-12-31
281Pure Financial Advisors, LLC6,555$429.4K0.00%2025-12-31
282SILVER OAK SECURITIES, INCORPORATED6,455$426.7K0.00%2025-12-31
283Valmark Advisers, Inc.6,492$425.3K0.00%2025-12-31
284Uniting Wealth Partners, LLC6,439$421.8K0.00%2025-12-31
285Wealthcare Advisory Partners LLC6,402$419.4K0.00%2025-12-31
2864J Wealth Management LLC6,384$418.2K0.00%2025-12-31
287Long Island Wealth Management, Inc.6,371$417.4K0.00%2025-12-31
288WEATHERLY ASSET MANAGEMENT L. P.6,301$412.8K0.00%2025-12-31
289Insight Advisors, LLC/ PA6,078$398.2K0.00%2025-12-31
290CHAPIN DAVIS, INC.6,010$393.7K0.00%2025-12-31
291Navis Wealth Advisors, LLC5,995$392.7K0.00%2025-12-31
292Falcon Wealth Planning5,943$389.3K0.00%2025-12-31
293Charter Capital Management, LLC\DE5,930$388.5K0.00%2025-12-31
294Rockbridge Capital Management LLC5,887$385.7K0.00%2025-12-31
295Clearstead Trust, LLC5,612$367.6K0.00%2025-12-31
296Claris Financial LLC5,578$365.4K0.00%2025-12-31
297ARKANSAS FINANCIAL GROUP, INC.5,559$364.2K0.00%2025-12-31
298Sigma Planning Corp5,501$360.4K0.00%2025-12-31
299Garde Capital, Inc.5,476$358.7K0.00%2025-12-31
300Covenant Partners, LLC5,473$358.5K0.00%2025-12-31
301Aspire Growth Partners LLC5,467$358.1K0.00%2025-12-31
302Evernest Financial Advisors, LLC6,222$357.3K0.00%2025-12-31
303SANDERS MORRIS HARRIS LLC5,372$357.2K0.00%2025-12-31
304Capital Planning Advisors, LLC5,440$356.4K0.00%2025-12-31
305Mutual Advisors, LLC5,378$352.3K0.00%2025-12-31
306StoneX Group Inc.5,347$351.1K0.00%2025-12-31
307Evanson Asset Management, LLC5,208$341.2K0.00%2025-12-31
308SeaCrest Wealth Management, LLC5,203$341.0K0.00%2025-12-31
309Capital Investment Advisors, LLC5,114$335.0K0.00%2025-12-31
310Cascades Capital Asset Management, LLC5,093$333.6K0.00%2025-12-31
311CORA CAPITAL ADVISORS LLC5,087$333.2K0.00%2025-12-31
312ALTFEST L J & CO INC5,060$331.5K0.00%2025-12-31
313LGL PARTNERS, LLC5,038$330.0K0.00%2025-12-31
314Cornerstone Financial Group, LLC /NE/5,027$329.3K0.00%2025-12-31
315LYELL WEALTH MANAGEMENT, LP4,950$324.3K0.00%2025-12-31
316East Coast Asset Management, LLC.4,889$320.3K0.00%2025-12-31
317Abound Wealth Management4,862$318.5K0.00%2025-12-31
318NICOLET ADVISORY SERVICES, LLC4,797$315.3K0.00%2025-12-31
319US BANCORP \DE\4,740$310.5K0.00%2025-12-31
320Baird Financial Group, Inc.4,736$310.3K0.00%2025-12-31
321Legacy Advisors, LLC4,722$309.3K0.00%2025-12-31
322Csenge Advisory Group4,709$308.5K0.00%2025-12-31
323GREAT VALLEY ADVISOR GROUP, INC.4,691$307.3K0.00%2025-12-31
324Klingman & Associates, LLC4,640$304.0K0.00%2025-12-31
325Owen LaRue, LLC4,629$303.2K0.00%2025-12-31
326Fourth Dimension Wealth, LLC4,577$299.8K0.00%2025-12-31
327A&I FINANCIAL SERVICES, LLC4,500$294.8K0.00%2025-12-31
328DHJJ Financial Advisors, Ltd.4,445$291.2K0.00%2025-12-31
329FIRST AMERICAN TRUST, FSB4,424$289.8K0.00%2025-12-31
330Goldstone Financial Group, LLC4,373$286.5K0.00%2025-12-31
331Cynosure Group, LLC4,355$285.3K0.00%2025-12-31
332Strengthening Families & Communities, LLC4,330$283.7K0.00%2025-12-31
333D.A. DAVIDSON & CO.4,287$280.8K0.00%2025-12-31
334Rossby Financial, LCC4,201$275.2K0.00%2025-12-31
335JB Capital LLC4,180$273.8K0.00%2025-12-31
336BARTLETT & CO. WEALTH MANAGEMENT LLC4,090$267.9K0.00%2025-12-31
337HBW ADVISORY SERVICES LLC4,029$263.9K0.00%2025-12-31
338Gateway Wealth Partners, LLC4,028$263.9K0.00%2025-12-31
339Fenimore Asset Management Inc4,027$263.8K0.00%2025-12-31
340Welch Group, LLC4,018$263.2K0.00%2025-12-31
341MGB Wealth Management, LLC3,985$261.1K0.00%2025-12-31
342BANK OF MONTREAL /CAN/3,946$260.8K0.00%2025-12-31
343LEGACY SOLUTIONS, LLC3,971$260.1K0.00%2025-12-31
344Flywheel Private Wealth LLC3,962$259.6K0.00%2025-12-31
345Gilliland Jeter Wealth Management LLC3,944$258.4K0.00%2025-12-31
346Financial Strategies Group, Inc.3,844$256.0K0.00%2025-12-31
347Conservest Capital Advisors, Inc.3,899$255.4K0.00%2025-12-31
348Stegent Equity Advisors, Inc.3,778$247.5K0.00%2025-12-31
349HBK Sorce Advisory LLC4,302$247.0K0.00%2025-12-31
350Larson Financial Group LLC3,751$245.7K0.00%2025-12-31
351Hamilton Point Investment Advisors, LLC3,732$244.5K0.00%2025-12-31
352COLDSTREAM CAPITAL MANAGEMENT INC3,714$243.3K0.00%2025-12-31
353BENJAMIN EDWARDS INC3,707$242.8K0.00%2025-12-31
354JM2 Capital Inc.3,560$233.2K0.00%2025-12-31
355SNS Financial Group, LLC3,520$230.6K0.00%2025-12-31
356LIBERTY WEALTH MANAGEMENT LLC3,475$227.6K0.00%2025-12-31
357Clarkston Capital Partners, LLC3,475$227.6K0.00%2025-12-31
358AE Wealth Management LLC3,473$227.5K0.00%2025-12-31
359IRON Financial LLC3,419$224.0K0.00%2025-12-31
360American Trust3,373$221.0K0.00%2025-12-31
361Abacus Planning Group, Inc.3,246$212.6K0.00%2025-12-31
362TOTH FINANCIAL ADVISORY CORP3,231$211.7K0.00%2025-12-31
363Curran Financial Partners, LLC3,226$211.3K0.00%2025-12-31
364FineMark National Bank & Trust3,160$207.0K0.00%2025-12-31
365Marshall Financial Group, LLC3,119$204.3K0.00%2025-12-31
366ARTHUR M. COHEN & ASSOCIATES, LLC3,110$203.7K0.00%2025-12-31
367Coordinated Financial Services, Inc.3,092$202.6K0.00%2025-12-31
368HM PAYSON & CO3,020$197.8K0.00%2025-12-31
369Stephens Consulting, LLC2,991$195.9K0.00%2025-12-31
370Global Retirement Partners, LLC2,927$191.7K0.00%2025-12-31
371INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2,814$184.3K0.00%2025-12-31
372Archer Investment Corp2,699$176.8K0.00%2025-12-31
373ARMSTRONG ADVISORY GROUP, INC2,601$170.4K0.00%2025-12-31
374KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2,515$164.9K0.00%2025-12-31
375LGT Financial Advisors LLC2,490$163.1K0.00%2025-12-31
376Richardson Capital Management LLC2,288$149.9K0.00%2025-12-31
377Blue Trust, Inc.2,203$144.3K0.00%2025-12-31
378Compass Financial Services Inc2,035$133.3K0.00%2025-12-31
379SIGNATUREFD, LLC1,989$130.3K0.00%2025-12-31
380Silver Grove Financial Group, Inc.1,987$130.2K0.00%2025-12-31
381NBC SECURITIES, INC.1,864$122.1K0.00%2025-12-31
382FIFTH THIRD BANCORP1,840$120.5K0.00%2025-12-31
383Glassman Wealth Services1,585$103.8K0.00%2025-12-31
384Arax Advisory Partners1,579$103.4K0.00%2025-12-31
385Keating Financial Advisory Services, Inc.1,434$93.9K0.00%2025-12-31
386Orion Capital Management LLC1,400$91.7K0.00%2025-12-31
387Winch Advisory Services, LLC1,389$91.0K0.00%2025-12-31
388Kohmann Bosshard Financial Services, LLC1,339$87.7K0.00%2025-12-31
389Root Financial Partners, LLC1,325$86.8K0.00%2025-12-31
390Meramec Financial Planners, LLC1,501$86.2K0.00%2025-12-31
391Heritage Wealth Advisors1,275$83.5K0.00%2025-12-31
392Tradewinds Capital Management, LLC1,198$78.5K0.00%2025-12-31
393ALBION FINANCIAL GROUP /UT1,136$74.4K0.00%2025-12-31
394Lummis Asset Management, LP1,097$71.9K0.00%2025-12-31
395PNC Financial Services Group, Inc.1,082$70.9K0.00%2025-12-31
396Cambridge Investment Research Advisors, Inc.1,072,509$70.3K1.48%2025-12-31
397Salomon & Ludwin, LLC927$61.2K0.00%2025-12-31
398Acumen Wealth Advisors, LLC861$56.4K0.00%2025-12-31
399Financial Freedom, LLC833$54.6K0.00%2025-12-31
400WOLFF WIESE MAGANA LLC792$51.9K0.00%2025-12-31
401ROTHSCHILD INVESTMENT LLC792$51.9K0.00%2025-12-31
402Millstone Evans Group, LLC780$51.1K0.00%2025-12-31
403ORG Partners LLC773$50.6K0.00%2025-12-31
404MCF Advisors LLC722$47.3K0.00%2025-12-31
405Johnson Financial Group, Inc.699$45.8K0.00%2025-12-31
406FIRST HORIZON CORP681$44.6K0.00%2025-12-31
407Asset Dedication, LLC640$41.9K0.00%2025-12-31
408Avalon Trust Co578$37.9K0.00%2025-12-31
409Sound Income Strategies, LLC569$36.0K0.00%2025-12-31
410Quattro Advisors LLC519$34.0K0.00%2025-12-31
411ELEVATION WEALTH PARTNERS, LLC484$31.7K0.00%2025-12-31
412Creative Capital Management Investments LLC476$31.2K0.00%2025-12-31
413Cornerstone Planning Group LLC448$27.4K0.00%2025-12-31
414Princeton Global Asset Management LLC340$22.3K0.00%2025-12-31
415Hurley Capital, LLC331$21.7K0.00%2025-12-31
416CREATIVE FINANCIAL DESIGNS INC /ADV330$21.6K0.00%2025-12-31
417Golden State Wealth Management, LLC321$21.0K0.00%2025-12-31
418TD Capital Management LLC308$20.2K0.00%2025-12-31
419Harbor Asset Planning, Inc.275$18.0K0.00%2025-12-31
420Kozak & Associates, Inc.221$14.6K0.00%2025-12-31
421Byrne Asset Management LLC214$14.0K0.00%2025-12-31