CUSIP 78464A763
SPDR SERIES TRUST
420 institutions · $7.39B total · 53,051,930 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,818,441 | $670.5M | 9.08% | 2025-12-31 |
| 2 | BANK OF AMERICA CORP /DE/ | 3,108,888 | $435.4M | 5.86% | 2025-12-31 |
| 3 | LPL Financial LLC | 3,028,994 | $421.5M | 5.70% | 2025-12-31 |
| 4 | Joel Isaacson & Co., LLC | 2,788,428 | $388.0M | 5.25% | 2025-12-31 |
| 5 | RAYMOND JAMES FINANCIAL INC | 2,216,121 | $308.4M | 4.17% | 2025-12-31 |
| 6 | UBS Group AG | 1,674,398 | $233.0M | 3.15% | 2025-12-31 |
| 7 | WELLS FARGO & COMPANY/MN | 1,625,694 | $226.2M | 3.06% | 2025-12-31 |
| 8 | AMERIPRISE FINANCIAL INC | 1,524,370 | $211.9M | 2.87% | 2025-12-31 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,176,575 | $163.7M | 2.21% | 2025-12-31 |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 1,079,523 | $150.2M | 2.03% | 2025-12-31 |
| 11 | Richard Bernstein Advisors LLC | 1,018,684 | $141.8M | 1.92% | 2025-12-31 |
| 12 | Royal Bank of Canada | 960,046 | $133.6M | 1.80% | 2025-12-31 |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 932,453 | $129.8M | 1.75% | 2025-12-31 |
| 14 | Cetera Investment Advisers | 799,885 | $111.3M | 1.50% | 2025-12-31 |
| 15 | MAI Capital Management | 791,750 | $110.2M | 1.49% | 2025-12-31 |
| 16 | JPMORGAN CHASE & CO | 783,130 | $109.0M | 1.47% | 2025-12-31 |
| 17 | Bank of New York Mellon Corp | 774,631 | $107.8M | 1.46% | 2025-12-31 |
| 18 | Pathstone Holdings, LLC | 771,497 | $107.5M | 1.45% | 2025-12-31 |
| 19 | Destination Wealth Management | 653,748 | $91.0M | 1.23% | 2025-12-31 |
| 20 | Capital Investment Advisors, LLC | 502,568 | $69.9M | 0.94% | 2025-12-31 |
| 21 | HighTower Advisors, LLC | 481,880 | $67.1M | 0.90% | 2025-12-31 |
| 22 | STIFEL FINANCIAL CORP | 467,192 | $65.0M | 0.88% | 2025-12-31 |
| 23 | TRUIST FINANCIAL CORP | 436,300 | $60.7M | 0.82% | 2025-12-31 |
| 24 | 1ST SOURCE BANK | 435,650 | $60.6M | 0.82% | 2025-12-31 |
| 25 | Creative Planning | 432,554 | $60.2M | 0.81% | 2025-12-31 |
| 26 | JONES FINANCIAL COMPANIES LLLP | 427,187 | $59.4M | 0.80% | 2025-12-31 |
| 27 | Elk River Wealth Management, LLC | 421,724 | $58.5M | 0.79% | 2025-12-31 |
| 28 | MML INVESTORS SERVICES, LLC | 406,721 | $56.6M | 0.76% | 2025-12-31 |
| 29 | OSAIC HOLDINGS, INC. | 402,973 | $56.1M | 0.75% | 2025-12-31 |
| 30 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 372,401 | $53.0M | 0.70% | 2025-12-31 |
| 31 | J.Safra Asset Management Corp | 353,863 | $49.2M | 0.66% | 2025-12-31 |
| 32 | COLDSTREAM CAPITAL MANAGEMENT INC | 325,101 | $45.2M | 0.61% | 2025-12-31 |
| 33 | Legacy Financial Group LLC | 291,534 | $44.5M | 0.54% | 2025-12-31 |
| 34 | MONETA GROUP INVESTMENT ADVISORS LLC | 284,161 | $39.5M | 0.53% | 2025-12-31 |
| 35 | MARINO, STRAM & ASSOCIATES LLC | 279,825 | $38.9M | 0.52% | 2025-12-31 |
| 36 | Linscomb Wealth, Inc. | 278,103 | $38.7M | 0.52% | 2025-12-31 |
| 37 | Clearstead Advisors, LLC | 275,277 | $38.3M | 0.51% | 2025-12-31 |
| 38 | Wolff Financial Management LLC | 254,175 | $35.4M | 0.47% | 2025-12-31 |
| 39 | GOLDMAN SACHS GROUP INC | 248,689 | $34.6M | 0.46% | 2025-12-31 |
| 40 | Nan Shan Life Insurance Co., Ltd. | 247,496 | $34.4M | 0.46% | 2025-12-31 |
| 41 | Baird Financial Group, Inc. | 244,504 | $34.0M | 0.46% | 2025-12-31 |
| 42 | Steward Partners Investment Advisory, LLC | 220,100 | $30.6M | 0.41% | 2025-12-31 |
| 43 | Kestra Advisory Services, LLC | 219,703 | $30.6M | 0.41% | 2025-12-31 |
| 44 | Lanham O'Dell & Company, Inc. | 217,246 | $30.2M | 0.40% | 2025-12-31 |
| 45 | Rockefeller Capital Management L.P. | 210,624 | $29.3M | 0.39% | 2025-12-31 |
| 46 | Flaharty Asset Management, LLC | 198,530 | $27.6M | 0.37% | 2025-12-31 |
| 47 | PNC Financial Services Group, Inc. | 194,729 | $27.1M | 0.36% | 2025-12-31 |
| 48 | Klingman & Associates, LLC | 191,865 | $26.7M | 0.36% | 2025-12-31 |
| 49 | BENJAMIN EDWARDS INC | 186,797 | $26.0M | 0.35% | 2025-12-31 |
| 50 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 184,447 | $25.7M | 0.34% | 2025-12-31 |
| 51 | Graves Light Lenhart Wealth, Inc. | 181,949 | $25.3M | 0.34% | 2025-12-31 |
| 52 | Orion Porfolio Solutions, LLC | 178,845 | $24.9M | 0.33% | 2025-12-31 |
| 53 | Jackson, Grant Investment Advisers, Inc. | 175,880 | $24.5M | 0.33% | 2025-12-31 |
| 54 | NWF Advisory Services Inc. | 177,052 | $22.1M | 0.33% | 2025-12-31 |
| 55 | HUNTINGTON NATIONAL BANK | 157,951 | $22.0M | 0.29% | 2025-12-31 |
| 56 | BANK OF MONTREAL /CAN/ | 157,033 | $21.9M | 0.29% | 2025-12-31 |
| 57 | SCOTIA CAPITAL INC. | 151,280 | $21.0M | 0.28% | 2025-12-31 |
| 58 | BNP PARIBAS FINANCIAL MARKETS | 150,913 | $21.0M | 0.28% | 2025-12-31 |
| 59 | CAPTRUST FINANCIAL ADVISORS | 135,966 | $18.9M | 0.25% | 2025-12-31 |
| 60 | Equitable Holdings, Inc. | 134,020 | $18.7M | 0.25% | 2025-12-31 |
| 61 | Focus Partners Wealth | 132,157 | $18.4M | 0.24% | 2025-12-31 |
| 62 | TigerOak Management, L.L.C. | 124,372 | $17.3M | 0.23% | 2025-12-31 |
| 63 | FMR LLC | 118,045 | $16.4M | 0.22% | 2025-12-31 |
| 64 | Private Advisor Group, LLC | 114,377 | $15.9M | 0.21% | 2025-12-31 |
| 65 | Midwest Trust Co | 113,533 | $15.8M | 0.21% | 2025-12-31 |
| 66 | UMB Bank, n.a. | 110,917 | $15.4M | 0.20% | 2025-12-31 |
| 67 | MERCER GLOBAL ADVISORS INC /ADV | 110,533 | $15.4M | 0.20% | 2025-12-31 |
| 68 | &PARTNERS | 108,987 | $15.2M | 0.20% | 2025-12-31 |
| 69 | Associated Banc-Corp | 108,878 | $15.2M | 0.20% | 2025-12-31 |
| 70 | Hubbell Strickland Wealth Management, LLC | 104,437 | $14.5M | 0.19% | 2025-12-31 |
| 71 | Mariner, LLC | 104,044 | $14.5M | 0.19% | 2025-12-31 |
| 72 | CIBC WORLD MARKET INC. | 103,701 | $14.4M | 0.19% | 2025-12-31 |
| 73 | BOKF, NA | 102,079 | $14.2M | 0.19% | 2025-12-31 |
| 74 | CRA Financial Services, LLC | 99,184 | $13.8M | 0.18% | 2025-12-31 |
| 75 | Prosperity Consulting Group, LLC | 98,201 | $13.7M | 0.18% | 2025-12-31 |
| 76 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 98,057 | $13.6M | 0.18% | 2025-12-31 |
| 77 | Regent Peak Wealth Advisors LLC | 95,924 | $13.3M | 0.18% | 2025-12-31 |
| 78 | SARD WEALTH MANAGEMENT GROUP, LLC | 95,884 | $13.3M | 0.18% | 2025-12-31 |
| 79 | Sanctuary Advisors, LLC | 96,706 | $13.1M | 0.18% | 2025-12-31 |
| 80 | KCM INVESTMENT ADVISORS LLC | 92,651 | $12.9M | 0.17% | 2025-12-31 |
| 81 | Cerity Partners LLC | 92,423 | $12.9M | 0.17% | 2025-12-31 |
| 82 | Corient Private Wealth LLC | 91,407 | $12.7M | 0.17% | 2025-12-31 |
| 83 | Mesirow Financial Investment Management, Inc. | 90,575 | $12.6M | 0.17% | 2025-12-31 |
| 84 | HB Wealth Management, LLC | 89,293 | $12.4M | 0.16% | 2025-12-31 |
| 85 | Americana Partners, LLC | 89,017 | $12.4M | 0.16% | 2025-12-31 |
| 86 | Evelyn Partners Investment Management (Europe) Ltd | 91,854 | $12.1M | 0.17% | 2025-12-31 |
| 87 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 86,864 | $12.1M | 0.16% | 2025-12-31 |
| 88 | COMERICA BANK | 86,267 | $12.0M | 0.16% | 2025-12-31 |
| 89 | MSH Capital Advisors LLC | 83,962 | $11.7M | 0.15% | 2025-12-31 |
| 90 | TD PRIVATE CLIENT WEALTH LLC | 83,160 | $11.6M | 0.15% | 2025-12-31 |
| 91 | NATIONAL BANK OF CANADA /FI/ | 82,747 | $11.5M | 0.15% | 2025-12-31 |
| 92 | Savant Capital, LLC | 80,533 | $11.2M | 0.15% | 2025-12-31 |
| 93 | World Investment Advisors | 80,205 | $11.1M | 0.15% | 2025-12-31 |
| 94 | SAGE RHINO CAPITAL LLC | 78,414 | $10.9M | 0.14% | 2025-12-31 |
| 95 | NewEdge Advisors, LLC | 77,691 | $10.8M | 0.14% | 2025-12-31 |
| 96 | Forvis Mazars Wealth Advisors, LLC | 77,421 | $10.8M | 0.14% | 2025-12-31 |
| 97 | BLAIR WILLIAM & CO/IL | 77,205 | $10.7M | 0.14% | 2025-12-31 |
| 98 | IHT Wealth Management, LLC | 77,151 | $10.7M | 0.14% | 2025-12-31 |
| 99 | NBT BANK N A /NY | 75,162 | $10.5M | 0.14% | 2025-12-31 |
| 100 | NORTHERN TRUST CORP | 73,026 | $10.2M | 0.13% | 2025-12-31 |
| 101 | Destiny Wealth Partners, LLC | 69,095 | $10.1M | 0.13% | 2025-12-31 |
| 102 | GREENLEAF TRUST | 72,368 | $10.1M | 0.13% | 2025-12-31 |
| 103 | PRECEDENT WEALTH PARTNERS, LLC | 71,737 | $10.0M | 0.13% | 2025-12-31 |
| 104 | M&T Bank Corp | 77,307 | $9.9M | 0.14% | 2025-12-31 |
| 105 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 69,278 | $9.6M | 0.13% | 2025-12-31 |
| 106 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 66,091 | $9.2M | 0.12% | 2025-12-31 |
| 107 | NFP Retirement, Inc. | 65,496 | $9.2M | 0.12% | 2025-12-31 |
| 108 | BROWN ADVISORY INC | 65,711 | $9.1M | 0.12% | 2025-12-31 |
| 109 | WESBANCO BANK INC | 65,704 | $9.1M | 0.12% | 2025-12-31 |
| 110 | ALLIANCEBERNSTEIN L.P. | 65,093 | $9.1M | 0.12% | 2025-12-31 |
| 111 | Strategic Family Wealth Counselors, L.L.C. | 61,654 | $9.0M | 0.11% | 2025-12-31 |
| 112 | OPPENHEIMER & CO INC | 62,740 | $8.7M | 0.11% | 2025-12-31 |
| 113 | KITCHING PARTNERS, LLC | 61,085 | $8.5M | 0.11% | 2025-12-31 |
| 114 | Fifth Third Wealth Advisors LLC | 60,497 | $8.4M | 0.11% | 2025-12-31 |
| 115 | Wellspring Financial Advisors, LLC | 59,177 | $8.2M | 0.11% | 2025-12-31 |
| 116 | MONECO Advisors, LLC | 58,746 | $8.2M | 0.11% | 2025-12-31 |
| 117 | Corsicana & Co. | 58,330 | $8.1M | 0.10% | 2025-12-31 |
| 118 | Miracle Mile Advisors, LLC | 56,327 | $7.8M | 0.10% | 2025-12-31 |
| 119 | Simmons Bank | 56,316 | $7.8M | 0.10% | 2025-12-31 |
| 120 | Beacon Pointe Advisors, LLC | 56,049 | $7.8M | 0.10% | 2025-12-31 |
| 121 | US BANCORP \DE\ | 55,711 | $7.8M | 0.10% | 2025-12-31 |
| 122 | Premier Private Wealth Management LLC | 51,636 | $7.7M | 0.09% | 2025-12-31 |
| 123 | EARNED WEALTH ADVISORS, LLC | 55,163 | $7.7M | 0.10% | 2025-12-31 |
| 124 | Cornerstone Wealth Management, LLC | 54,959 | $7.6M | 0.10% | 2025-12-31 |
| 125 | Wealthspire Advisors, LLC | 54,222 | $7.5M | 0.10% | 2025-12-31 |
| 126 | CIBC Private Wealth Group LLC | 53,601 | $7.5M | 0.10% | 2025-12-31 |
| 127 | Stratos Wealth Partners, LTD. | 53,463 | $7.4M | 0.10% | 2025-12-31 |
| 128 | Whitegate Investment Counselors, Inc. | 53,028 | $7.4M | 0.09% | 2025-12-31 |
| 129 | Allworth Financial LP | 52,768 | $7.3M | 0.09% | 2025-12-31 |
| 130 | Aries Wealth Management | 50,770 | $7.1M | 0.09% | 2025-12-31 |
| 131 | FRANKLIN RESOURCES INC | 50,617 | $7.0M | 0.09% | 2025-12-31 |
| 132 | IEQ CAPITAL, LLC | 50,544 | $7.0M | 0.09% | 2025-12-31 |
| 133 | Aspen Grove Capital, LLC | 50,332 | $7.0M | 0.09% | 2025-12-31 |
| 134 | Private Wealth Group, LLC | 50,071 | $7.0M | 0.09% | 2025-12-31 |
| 135 | Meridian Wealth Advisors, LLC | 49,950 | $7.0M | 0.09% | 2025-12-31 |
| 136 | Cresset Asset Management, LLC | 49,056 | $6.8M | 0.09% | 2025-12-31 |
| 137 | MISSION WEALTH MANAGEMENT, LP | 48,856 | $6.8M | 0.09% | 2025-12-31 |
| 138 | Merit Financial Group, LLC | 47,730 | $6.6M | 0.08% | 2025-12-31 |
| 139 | Cornerstone Advisory, LLC | 46,319 | $6.4M | 0.08% | 2025-12-31 |
| 140 | Climber Capital SA | 46,537 | $6.3M | 0.08% | 2025-12-31 |
| 141 | American Money Management, LLC | 44,851 | $6.2M | 0.08% | 2025-12-31 |
| 142 | Shulman DeMeo Asset Management LLC | 43,296 | $6.0M | 0.08% | 2025-12-31 |
| 143 | Lido Advisors, LLC | 42,436 | $5.9M | 0.07% | 2025-12-31 |
| 144 | Pinnacle Financial Partners, Inc. | 42,317 | $5.9M | 0.07% | 2025-12-31 |
| 145 | KINGSWOOD WEALTH ADVISORS, LLC | 42,277 | $5.9M | 0.07% | 2025-12-31 |
| 146 | Perennial Investment Advisors, LLC | 42,217 | $5.9M | 0.07% | 2025-12-31 |
| 147 | TL Private Wealth | 40,349 | $5.8M | 0.07% | 2025-12-31 |
| 148 | Mine & Arao Wealth Creation & Management, LLC. | 41,259 | $5.7M | 0.07% | 2025-12-31 |
| 149 | WHITTIER TRUST CO OF NEVADA INC | 39,825 | $5.7M | 0.07% | 2025-12-31 |
| 150 | Houlihan Financial Resource Group, Ltd. | 39,373 | $5.6M | 0.07% | 2025-12-31 |
| 151 | Essex Financial Services, Inc. | 40,214 | $5.6M | 0.07% | 2025-12-31 |
| 152 | FLAGSHIP HARBOR ADVISORS, LLC | 43,954 | $5.6M | 0.08% | 2025-12-31 |
| 153 | Sunbelt Securities, Inc. | 39,607 | $5.5M | 0.07% | 2025-12-31 |
| 154 | Torrey-Payne Wealth Management, LLC | 36,401 | $5.3M | 0.06% | 2025-12-31 |
| 155 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | 38,029 | $5.3M | 0.07% | 2025-12-31 |
| 156 | Westside Investment Management, Inc. | 37,505 | $5.2M | 0.07% | 2025-12-31 |
| 157 | WHITTIER TRUST CO | 36,610 | $5.2M | 0.06% | 2025-12-31 |
| 158 | REGIONS FINANCIAL CORP | 37,406 | $5.2M | 0.07% | 2025-12-31 |
| 159 | BROWN BROTHERS HARRIMAN & CO | 37,364 | $5.2M | 0.07% | 2025-12-31 |
| 160 | Ameritas Advisory Services, LLC | 36,401 | $5.1M | 0.06% | 2025-12-31 |
| 161 | TD Waterhouse Canada Inc. | 36,242 | $5.0M | 0.06% | 2025-12-31 |
| 162 | SHRIER WEALTH MANAGEMENT, LLC | 36,188 | $5.0M | 0.06% | 2025-12-31 |
| 163 | CITIZENS FINANCIAL GROUP INC/RI | 35,758 | $5.0M | 0.06% | 2025-12-31 |
| 164 | Salomon & Ludwin, LLC | 35,325 | $5.0M | 0.06% | 2025-12-31 |
| 165 | Strategent Financial, LLC | 35,513 | $4.9M | 0.06% | 2025-12-31 |
| 166 | KESTRA PRIVATE WEALTH SERVICES, LLC | 35,158 | $4.9M | 0.06% | 2025-12-31 |
| 167 | PETTYJOHN, WOOD & WHITE, INC | 34,352 | $4.8M | 0.06% | 2025-12-31 |
| 168 | EP Wealth Advisors, LLC | 34,121 | $4.7M | 0.06% | 2025-12-31 |
| 169 | Stablepoint Partners, LLC | 33,006 | $4.6M | 0.06% | 2025-12-31 |
| 170 | Neumann Capital Management, LLC | 32,715 | $4.6M | 0.06% | 2025-12-31 |
| 171 | FOUNDERS GROVE WEALTH PARTNERS, LLC | 32,655 | $4.5M | 0.06% | 2025-12-31 |
| 172 | Vestmark Advisory Solutions, Inc. | 32,324 | $4.5M | 0.06% | 2025-12-31 |
| 173 | Johnson & White Wealth Management, LLC | 32,053 | $4.5M | 0.06% | 2025-12-31 |
| 174 | Firestone Capital Management | 32,031 | $4.5M | 0.06% | 2025-12-31 |
| 175 | 1834 INVESTMENT ADVISORS CO | 31,956 | $4.4M | 0.06% | 2025-12-31 |
| 176 | JOHNSON INVESTMENT COUNSEL INC | 31,745 | $4.4M | 0.05% | 2025-12-31 |
| 177 | ELEVATION POINT WEALTH PARTNERS, LLC | 31,613 | $4.4M | 0.05% | 2025-12-31 |
| 178 | MGO ONE SEVEN LLC | 30,718 | $4.3M | 0.05% | 2025-12-31 |
| 179 | MYCIO WEALTH PARTNERS, LLC | 30,306 | $4.2M | 0.05% | 2025-12-31 |
| 180 | NorthRock Partners, LLC | 30,162 | $4.2M | 0.05% | 2025-12-31 |
| 181 | SAGESPRING WEALTH PARTNERS, LLC | 30,018 | $4.2M | 0.05% | 2025-12-31 |
| 182 | Charles Schwab Trust Co | 29,980 | $4.2M | 0.05% | 2025-12-31 |
| 183 | CITADEL ADVISORS LLC | 29,545 | $4.1M | 0.05% | 2025-12-31 |
| 184 | Prospera Financial Services Inc | 29,441 | $4.1M | 0.05% | 2025-12-31 |
| 185 | Lewis Asset Management, LLC | 29,400 | $4.1M | 0.05% | 2025-12-31 |
| 186 | American Trust | 29,120 | $4.1M | 0.05% | 2025-12-31 |
| 187 | LifeSteps Financial, Inc. | 29,051 | $4.0M | 0.05% | 2025-12-31 |
| 188 | Balefire, LLC | 28,998 | $4.0M | 0.05% | 2025-12-31 |
| 189 | NOVEM GROUP | 28,997 | $4.0M | 0.05% | 2025-12-31 |
| 190 | Black Diamond Financial, LLC | 28,467 | $4.0M | 0.05% | 2025-12-31 |
| 191 | Badgley Phelps Wealth Managers, LLC | 28,195 | $3.9M | 0.05% | 2025-12-31 |
| 192 | Chicago Partners Investment Group LLC | 26,419 | $3.9M | 0.04% | 2025-12-31 |
| 193 | Baltimore-Washington Financial Advisors, Inc. | 27,816 | $3.9M | 0.05% | 2025-12-31 |
| 194 | AXXCESS WEALTH MANAGEMENT, LLC | 27,428 | $3.8M | 0.05% | 2025-12-31 |
| 195 | 1832 Asset Management L.P. | 27,278 | $3.8M | 0.05% | 2025-12-31 |
| 196 | DAVENPORT & Co LLC | 26,993 | $3.8M | 0.05% | 2025-12-31 |
| 197 | Larson Financial Group LLC | 26,804 | $3.7M | 0.05% | 2025-12-31 |
| 198 | Shum Financial Group, Inc. | 26,545 | $3.7M | 0.05% | 2025-12-31 |
| 199 | Meridian Financial, LLC | 26,277 | $3.7M | 0.04% | 2025-12-31 |
| 200 | Waverly Advisors, LLC | 26,094 | $3.6M | 0.04% | 2025-12-31 |
| 201 | FIRST HORIZON CORP | 26,074 | $3.6M | 0.04% | 2025-12-31 |
| 202 | CANANDAIGUA NATIONAL BANK & TRUST CO | 25,846 | $3.6M | 0.04% | 2025-12-31 |
| 203 | Asset Management Group, Inc. | 25,614 | $3.6M | 0.04% | 2025-12-31 |
| 204 | BlackRock, Inc. | 25,539 | $3.6M | 0.04% | 2025-12-31 |
| 205 | Concurrent Investment Advisors, LLC | 25,403 | $3.5M | 0.04% | 2025-12-31 |
| 206 | Financial Planning Hawaii, Inc. | 25,072 | $3.5M | 0.04% | 2025-12-31 |
| 207 | Freestone Capital Holdings, LLC | 24,911 | $3.5M | 0.04% | 2025-12-31 |
| 208 | Prime Capital Investment Advisors, LLC | 24,761 | $3.4M | 0.04% | 2025-12-31 |
| 209 | Snowden Capital Advisors LLC | 24,635 | $3.4M | 0.04% | 2025-12-31 |
| 210 | Independence Bank of Kentucky | 24,517 | $3.4M | 0.04% | 2025-12-31 |
| 211 | D.A. DAVIDSON & CO. | 24,298 | $3.4M | 0.04% | 2025-12-31 |
| 212 | J.W. COLE ADVISORS, INC. | 33,731 | $3.4M | 0.06% | 2025-12-31 |
| 213 | Arkadios Wealth Advisors | 24,127 | $3.4M | 0.04% | 2025-12-31 |
| 214 | Advisory Services Network, LLC | 23,768 | $3.3M | 0.04% | 2025-12-31 |
| 215 | CITIGROUP INC | 23,761 | $3.3M | 0.04% | 2025-12-31 |
| 216 | Treasure Coast Financial Planning | 23,635 | $3.3M | 0.04% | 2025-12-31 |
| 217 | Blueprint Financial Advisors LLC | 23,627 | $3.3M | 0.04% | 2025-12-31 |
| 218 | Blueprint Investment Partners LLC | 23,627 | $3.3M | 0.04% | 2025-12-31 |
| 219 | Sage Capital Management, LLC | 23,600 | $3.3M | 0.04% | 2025-12-31 |
| 220 | Perigon Wealth Management, LLC | 23,457 | $3.3M | 0.04% | 2025-12-31 |
| 221 | SIMON QUICK ADVISORS, LLC | 23,186 | $3.2M | 0.04% | 2025-12-31 |
| 222 | CENTRAL TRUST Co | 23,129 | $3.2M | 0.04% | 2025-12-31 |
| 223 | AA Financial Advisors, LLC | 23,075 | $3.2M | 0.04% | 2025-12-31 |
| 224 | AQR CAPITAL MANAGEMENT LLC | 22,905 | $3.2M | 0.04% | 2025-12-31 |
| 225 | GREENBERG FINANCIAL GROUP | 22,603 | $3.1M | 0.04% | 2025-12-31 |
| 226 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 22,523 | $3.1M | 0.04% | 2025-12-31 |
| 227 | Sequoia Financial Advisors, LLC | 22,204 | $3.1M | 0.04% | 2025-12-31 |
| 228 | Connecticut Wealth Management, LLC | 22,185 | $3.1M | 0.04% | 2025-12-31 |
| 229 | Mirae Asset Global Investments Co., Ltd. | 22,100 | $3.1M | 0.04% | 2025-12-31 |
| 230 | WELCH & FORBES LLC | 22,079 | $3.1M | 0.04% | 2025-12-31 |
| 231 | VALLEY WEALTH MANAGERS, INC. | 22,072 | $3.1M | 0.04% | 2025-12-31 |
| 232 | ProVise Management Group, LLC | 21,825 | $3.0M | 0.04% | 2025-12-31 |
| 233 | Legacy Advisors, LLC | 21,685 | $3.0M | 0.04% | 2025-12-31 |
| 234 | PFG Investments, LLC | 21,519 | $3.0M | 0.04% | 2025-12-31 |
| 235 | DENVER WEALTH MANAGEMENT, INC. | 21,391 | $3.0M | 0.04% | 2025-12-31 |
| 236 | Western Wealth Management, LLC | 21,371 | $3.0M | 0.04% | 2025-12-31 |
| 237 | TWIN FOCUS CAPITAL PARTNERS, LLC | 21,345 | $3.0M | 0.04% | 2025-12-31 |
| 238 | Principle Wealth Partners LLC | 21,302 | $3.0M | 0.04% | 2025-12-31 |
| 239 | FIRST TRUST ADVISORS LP | 21,243 | $3.0M | 0.04% | 2025-12-31 |
| 240 | Carnegie Investment Counsel | 21,021 | $2.9M | 0.03% | 2025-12-31 |
| 241 | Narwhal Capital Management | 20,989 | $2.9M | 0.03% | 2025-12-31 |
| 242 | Ameritas Investment Partners, Inc. | 20,882 | $2.9M | 0.03% | 2025-12-31 |
| 243 | CHOREO, LLC | 20,512 | $2.9M | 0.03% | 2025-12-31 |
| 244 | FineMark National Bank & Trust | 19,921 | $2.8M | 0.03% | 2025-12-31 |
| 245 | Argent Trust Co | 19,871 | $2.8M | 0.03% | 2025-12-31 |
| 246 | Hillcrest Wealth Advisors - NY, LLC | 19,650 | $2.7M | 0.03% | 2025-12-31 |
| 247 | Sugar Maple Asset Management, LLC | 19,022 | $2.6M | 0.03% | 2025-12-31 |
| 248 | Savvy Advisors, Inc. | 19,001 | $2.6M | 0.03% | 2025-12-31 |
| 249 | PKS Advisory Services, LLC | 18,820 | $2.6M | 0.03% | 2025-12-31 |
| 250 | Farther Finance Advisors, LLC | 18,541 | $2.6M | 0.03% | 2025-12-31 |
| 251 | MONTAG A & ASSOCIATES INC | 18,477 | $2.6M | 0.03% | 2025-12-31 |
| 252 | Calydon Capital | 18,138 | $2.5M | 0.03% | 2025-12-31 |
| 253 | PLANNING DIRECTIONS INC | 17,991 | $2.5M | 0.03% | 2025-12-31 |
| 254 | New England Private Wealth Advisors LLC | 17,976 | $2.5M | 0.03% | 2025-12-31 |
| 255 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 17,967 | $2.5M | 0.03% | 2025-12-31 |
| 256 | Harbour Capital Advisors, LLC | 17,755 | $2.5M | 0.03% | 2025-12-31 |
| 257 | Visionary Wealth Advisors | 17,702 | $2.5M | 0.03% | 2025-12-31 |
| 258 | Belpointe Asset Management LLC | 17,647 | $2.5M | 0.03% | 2025-12-31 |
| 259 | Financial Engines Advisors L.L.C. | 16,932 | $2.4M | 0.03% | 2025-12-31 |
| 260 | Arax Advisory Partners | 16,628 | $2.3M | 0.03% | 2025-12-31 |
| 261 | Mutual Advisors, LLC | 16,590 | $2.3M | 0.03% | 2025-12-31 |
| 262 | Purkiss Capital Advisors LLC | 16,485 | $2.3M | 0.03% | 2025-12-31 |
| 263 | Focus Financial Network, Inc. | 16,267 | $2.3M | 0.03% | 2025-12-31 |
| 264 | Sachetta, LLC | 16,256 | $2.3M | 0.03% | 2025-12-31 |
| 265 | Apollon Wealth Management, LLC | 16,242 | $2.3M | 0.03% | 2025-12-31 |
| 266 | Occidental Asset Management, LLC | 16,227 | $2.3M | 0.03% | 2025-12-31 |
| 267 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 16,140 | $2.2M | 0.03% | 2025-12-31 |
| 268 | EVERGREEN CAPITAL MANAGEMENT LLC | 16,075 | $2.2M | 0.03% | 2025-12-31 |
| 269 | Summit Financial, LLC | 15,644 | $2.2M | 0.02% | 2025-12-31 |
| 270 | Madison Asset Management, LLC | 15,638 | $2.2M | 0.02% | 2025-12-31 |
| 271 | TRUE Private Wealth Advisors | 15,511 | $2.2M | 0.02% | 2025-12-31 |
| 272 | INVESTMENT PARTNERS, LTD. | 15,509 | $2.2M | 0.02% | 2025-12-31 |
| 273 | Retirement Investment Advisors, Inc. | 15,460 | $2.2M | 0.02% | 2025-12-31 |
| 274 | PDS Planning, Inc | 15,240 | $2.1M | 0.02% | 2025-12-31 |
| 275 | MITCHELL MCLEOD PUGH & WILLIAMS INC | 13,775 | $2.1M | 0.02% | 2025-12-31 |
| 276 | Global Retirement Partners, LLC | 15,154 | $2.1M | 0.02% | 2025-12-31 |
| 277 | OneDigital Investment Advisors LLC | 15,153 | $2.1M | 0.02% | 2025-12-31 |
| 278 | truNorth Financial Services, Inc. | 15,059 | $2.1M | 0.02% | 2025-12-31 |
| 279 | Ellenbecker Investment Group | 14,996 | $2.1M | 0.02% | 2025-12-31 |
| 280 | TIAA TRUST, NATIONAL ASSOCIATION | 14,780 | $2.1M | 0.02% | 2025-12-31 |
| 281 | Aberdeen Wealth Management LLC | 14,774 | $2.1M | 0.02% | 2025-12-31 |
| 282 | Peak Asset Management, LLC | 14,762 | $2.1M | 0.02% | 2025-12-31 |
| 283 | Eagle Strategies LLC | 14,625 | $2.0M | 0.02% | 2025-12-31 |
| 284 | ASPIRIANT, LLC | 14,553 | $2.0M | 0.02% | 2025-12-31 |
| 285 | CARY STREET PARTNERS FINANCIAL LLC | 14,525 | $2.0M | 0.02% | 2025-12-31 |
| 286 | TRANSCEND CAPITAL ADVISORS, LLC | 14,500 | $2.0M | 0.02% | 2025-12-31 |
| 287 | WESPAC Advisors, LLC | 14,343 | $2.0M | 0.02% | 2025-12-31 |
| 288 | Capital Advisory Group Advisory Services, LLC | 14,250 | $2.0M | 0.02% | 2025-12-31 |
| 289 | Long Run Wealth Advisors, LLC | 14,212 | $2.0M | 0.02% | 2025-12-31 |
| 290 | Pines Wealth Management, LLC | 14,211 | $2.0M | 0.02% | 2025-12-31 |
| 291 | Integrated Advisors Network LLC | 14,178 | $2.0M | 0.02% | 2025-12-31 |
| 292 | Centennial Bank/AR/ | 14,155 | $2.0M | 0.02% | 2025-12-31 |
| 293 | HARBOUR INVESTMENTS, INC. | 14,115 | $2.0M | 0.02% | 2025-12-31 |
| 294 | Dynamic Advisor Solutions LLC | 14,106 | $2.0M | 0.02% | 2025-12-31 |
| 295 | Spire Wealth Management | 14,092 | $2.0M | 0.02% | 2025-12-31 |
| 296 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 14,018 | $2.0M | 0.02% | 2025-12-31 |
| 297 | H&H Retirement Design & Management INC | 13,006 | $1.9M | 0.02% | 2025-12-31 |
| 298 | Parcion Private Wealth LLC | 13,853 | $1.9M | 0.02% | 2025-12-31 |
| 299 | Newman Dignan & Sheerar, Inc. | 13,681 | $1.9M | 0.02% | 2025-12-31 |
| 300 | McGlone Suttner Wealth Management, Inc. | 13,480 | $1.9M | 0.02% | 2025-12-31 |
| 301 | Aptus Capital Advisors, LLC | 13,333 | $1.9M | 0.02% | 2025-12-31 |
| 302 | Cadent Capital Advisors, LLC | 13,116 | $1.8M | 0.02% | 2025-12-31 |
| 303 | Haverford Trust Co | 12,694 | $1.8M | 0.02% | 2025-12-31 |
| 304 | Valmark Advisers, Inc. | 12,619 | $1.8M | 0.02% | 2025-12-31 |
| 305 | Ascent Group, LLC | 12,476 | $1.7M | 0.02% | 2025-12-31 |
| 306 | FLPUTNAM INVESTMENT MANAGEMENT CO | 12,460 | $1.7M | 0.02% | 2025-12-31 |
| 307 | GREAT VALLEY ADVISOR GROUP, INC. | 12,439 | $1.7M | 0.02% | 2025-12-31 |
| 308 | PRINCIPAL SECURITIES, INC. | 12,394 | $1.7M | 0.02% | 2025-12-31 |
| 309 | Mechanics Bank Trust Department | 12,388 | $1.7M | 0.02% | 2025-12-31 |
| 310 | HOLLENCREST CAPITAL MANAGEMENT | 12,267 | $1.7M | 0.02% | 2025-12-31 |
| 311 | Wealthcare Advisory Partners LLC | 12,227 | $1.7M | 0.02% | 2025-12-31 |
| 312 | Cooksen Wealth, LLC | 12,170 | $1.7M | 0.02% | 2025-12-31 |
| 313 | Forbes Financial Planning, Inc. | 12,101 | $1.7M | 0.02% | 2025-12-31 |
| 314 | IFG Advisory, LLC | 12,098 | $1.7M | 0.02% | 2025-12-31 |
| 315 | Redwood Wealth Management Group, LLC | 12,011 | $1.7M | 0.02% | 2025-12-31 |
| 316 | Bouchey Financial Group Ltd | 12,000 | $1.7M | 0.02% | 2025-12-31 |
| 317 | INTEGRITY ALLIANCE, LLC. | 11,994 | $1.7M | 0.02% | 2025-12-31 |
| 318 | Atria Investments, Inc | 11,969 | $1.7M | 0.02% | 2025-12-31 |
| 319 | SUMMIT WEALTH GROUP LLC / CO | 20,695 | $1.7M | 0.03% | 2025-12-31 |
| 320 | VANGUARD GROUP INC | 11,646 | $1.6M | 0.02% | 2025-12-31 |
| 321 | REBALANCE, LLC | 11,606 | $1.6M | 0.02% | 2025-12-31 |
| 322 | Envestnet Portfolio Solutions, Inc. | 11,516 | $1.6M | 0.02% | 2025-12-31 |
| 323 | Investors Research Corp | 11,425 | $1.6M | 0.02% | 2025-12-31 |
| 324 | WCG Wealth Advisors LLC | 11,411 | $1.6M | 0.02% | 2025-12-31 |
| 325 | WHITE PINE CAPITAL LLC | 11,382 | $1.6M | 0.02% | 2025-12-31 |
| 326 | MLP3, LLC | 11,146 | $1.6M | 0.02% | 2025-12-31 |
| 327 | Hardworking Capital Advisors, LLC | 11,062 | $1.5M | 0.02% | 2025-12-31 |
| 328 | Aspect Partners, LLC | 11,000 | $1.5M | 0.02% | 2025-12-31 |
| 329 | DAYMARK WEALTH PARTNERS, LLC | 10,989 | $1.5M | 0.02% | 2025-12-31 |
| 330 | Pallas Capital Advisors LLC | 10,942 | $1.5M | 0.02% | 2025-12-31 |
| 331 | Waldron Private Wealth LLC | 10,842 | $1.5M | 0.02% | 2025-12-31 |
| 332 | Tyche Wealth Partners LLC | 10,823 | $1.5M | 0.02% | 2025-12-31 |
| 333 | Ledyard National Bank | 10,760 | $1.5M | 0.02% | 2025-12-31 |
| 334 | Florida Trust Wealth Management Co | 10,729 | $1.5M | 0.02% | 2025-12-31 |
| 335 | McNaughton Wealth Management, LLC | 10,685 | $1.5M | 0.02% | 2025-12-31 |
| 336 | May Barnhard Investments LLC | 10,645 | $1.5M | 0.02% | 2025-12-31 |
| 337 | Simplicity Wealth,LLC | 10,639 | $1.5M | 0.02% | 2025-12-31 |
| 338 | STEPHENS INC /AR/ | 10,634 | $1.5M | 0.02% | 2025-12-31 |
| 339 | Ancora Advisors LLC | 10,573 | $1.5M | 0.01% | 2025-12-31 |
| 340 | EverSource Wealth Advisors, LLC | 10,563 | $1.5M | 0.01% | 2025-12-31 |
| 341 | High Falls Advisors, Inc | 10,499 | $1.5M | 0.01% | 2025-12-31 |
| 342 | DEUTSCHE BANK AG\ | 10,470 | $1.5M | 0.01% | 2025-12-31 |
| 343 | Churchill Financial Advisors, LLC | 10,428 | $1.5M | 0.01% | 2025-12-31 |
| 344 | Wilmington Savings Fund Society, FSB | 10,305 | $1.4M | 0.01% | 2025-12-31 |
| 345 | Avantax Planning Partners, Inc. | 10,279 | $1.4M | 0.01% | 2025-12-31 |
| 346 | DONALDSON CAPITAL MANAGEMENT, LLC | 10,236 | $1.4M | 0.01% | 2025-12-31 |
| 347 | Roger Wittlin Investment Advisory, LLC | 10,138 | $1.4M | 0.01% | 2025-12-31 |
| 348 | Legend Capital Advisors LLC | 10,114 | $1.4M | 0.01% | 2025-12-31 |
| 349 | BAR HARBOR WEALTH MANAGEMENT | 10,076 | $1.4M | 0.01% | 2025-12-31 |
| 350 | JEPPSON WEALTH MANAGEMENT, LLC | 10,045 | $1.4M | 0.01% | 2025-12-31 |
| 351 | BANK OZK | 10,000 | $1.4M | 0.01% | 2025-12-31 |
| 352 | VeraBank, N.A. | 9,900 | $1.4M | 0.01% | 2025-12-31 |
| 353 | Kovack Advisors, Inc. | 9,725 | $1.4M | 0.01% | 2025-12-31 |
| 354 | Drucker Wealth 3.0, LLC | 9,724 | $1.4M | 0.01% | 2025-12-31 |
| 355 | Richwood Investment Advisors, LLC | 8,807 | $1.4M | 0.01% | 2025-12-31 |
| 356 | Destiny Capital Corp/CO | 9,673 | $1.3M | 0.01% | 2025-12-31 |
| 357 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 9,668 | $1.3M | 0.01% | 2025-12-31 |
| 358 | TRUST CO OF VERMONT | 9,660 | $1.3M | 0.01% | 2025-12-31 |
| 359 | WINEBRENNER CAPITAL MANAGEMENT LLC | 9,655 | $1.3M | 0.01% | 2025-12-31 |
| 360 | HOURGLASS CAPITAL, LLC | 9,605 | $1.3M | 0.01% | 2025-12-31 |
| 361 | Sigma Planning Corp | 9,570 | $1.3M | 0.01% | 2025-12-31 |
| 362 | Stonebridge Financial Planning Group, LLC | 9,567 | $1.3M | 0.01% | 2025-12-31 |
| 363 | Palisade Asset Management, LLC | 9,486 | $1.3M | 0.01% | 2025-12-31 |
| 364 | Sovran Advisors, LLC | 8,999 | $1.3M | 0.01% | 2025-12-31 |
| 365 | Dakota Wealth Management | 9,476 | $1.3M | 0.01% | 2025-12-31 |
| 366 | Axis Wealth Partners, LLC | 9,464 | $1.3M | 0.01% | 2025-12-31 |
| 367 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | 9,433 | $1.3M | 0.01% | 2025-12-31 |
| 368 | MidFirst Bank | 9,335 | $1.3M | 0.01% | 2025-12-31 |
| 369 | Verdence Capital Advisors LLC | 9,314 | $1.3M | 0.01% | 2025-12-31 |
| 370 | CAPITAL ADVISORS INC/OK | 9,307 | $1.3M | 0.01% | 2025-12-31 |
| 371 | Cadence Bank | 9,223 | $1.3M | 0.01% | 2025-12-31 |
| 372 | MPS Loria Financial Planners, LLC | 9,208 | $1.3M | 0.01% | 2025-12-31 |
| 373 | PINNACLE ASSOCIATES LTD | 9,174 | $1.3M | 0.01% | 2025-12-31 |
| 374 | Conservest Capital Advisors, Inc. | 9,170 | $1.3M | 0.01% | 2025-12-31 |
| 375 | Summit Trail Advisors, LLC | 9,154 | $1.3M | 0.01% | 2025-12-31 |
| 376 | Fort Point Capital Partners LLC | 8,650 | $1.3M | 0.01% | 2025-12-31 |
| 377 | PACIFIC SUN FINANCIAL CORP | 9,088 | $1.3M | 0.01% | 2025-12-31 |
| 378 | Lansing Street Advisors | 9,031 | $1.3M | 0.01% | 2025-12-31 |
| 379 | Sage Mountain Advisors LLC | 8,985 | $1.3M | 0.01% | 2025-12-31 |
| 380 | XTX Topco Ltd | 8,935 | $1.2M | 0.01% | 2025-12-31 |
| 381 | U.S. Capital Wealth Advisors, LLC | 8,919 | $1.2M | 0.01% | 2025-12-31 |
| 382 | Geneos Wealth Management Inc. | 8,899 | $1.2M | 0.01% | 2025-12-31 |
| 383 | Canal Capital Management, LLC | 8,897 | $1.2M | 0.01% | 2025-12-31 |
| 384 | Freedom Financial Partners LLC | 8,843 | $1.2M | 0.01% | 2025-12-31 |
| 385 | HOWARD WEALTH MANAGEMENT, LLC | 8,840 | $1.2M | 0.01% | 2025-12-31 |
| 386 | Altus Wealth Group LLC | 8,801 | $1.2M | 0.01% | 2025-12-31 |
| 387 | High Net Worth Advisory Group LLC | 8,769 | $1.2M | 0.01% | 2025-12-31 |
| 388 | Weaver Consulting Group | 8,750 | $1.2M | 0.01% | 2025-12-31 |
| 389 | Zhang Financial LLC | 8,732 | $1.2M | 0.01% | 2025-12-31 |
| 390 | Fifth Third Securities, Inc. | 8,720 | $1.2M | 0.01% | 2025-12-31 |
| 391 | Rathbones Group PLC | 8,675 | $1.2M | 0.01% | 2025-12-31 |
| 392 | Westmount Partners, LLC | 8,626 | $1.2M | 0.01% | 2025-12-31 |
| 393 | Blue Fin Capital, Inc. | 8,600 | $1.2M | 0.01% | 2025-12-31 |
| 394 | PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 8,573 | $1.2M | 0.01% | 2025-12-31 |
| 395 | Koss-Olinger Consulting, LLC | 8,502 | $1.2M | 0.01% | 2025-12-31 |
| 396 | Bank of Jackson Hole Trust | 8,488 | $1.2M | 0.01% | 2025-12-31 |
| 397 | ATALANTA SOSNOFF CAPITAL, LLC | 8,487 | $1.2M | 0.01% | 2025-12-31 |
| 398 | Kingsview Wealth Management, LLC | 8,430 | $1.2M | 0.01% | 2025-12-31 |
| 399 | ORLEANS CAPITAL MANAGEMENT CORP/LA | 8,400 | $1.2M | 0.01% | 2025-12-31 |
| 400 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,377 | $1.2M | 0.01% | 2025-12-31 |
| 401 | Seven Springs Wealth Group, LLC | 8,192 | $1.1M | 0.01% | 2025-12-31 |
| 402 | Quantinno Capital Management LP | 8,133 | $1.1M | 0.01% | 2025-12-31 |
| 403 | Agate Pass Investment Management, LLC | 8,131 | $1.1M | 0.01% | 2025-12-31 |
| 404 | Caprock Group, LLC | 8,044 | $1.1M | 0.01% | 2025-12-31 |
| 405 | Coastline Trust Co | 8,039 | $1.1M | 0.01% | 2025-12-31 |
| 406 | Federation des caisses Desjardins du Quebec | 8,032 | $1.1M | 0.01% | 2025-12-31 |
| 407 | FLAGSTAR ADVISORS INC | 8,016 | $1.1M | 0.01% | 2025-12-31 |
| 408 | LEVEL FOUR ADVISORY SERVICES, LLC | 8,002 | $1.1M | 0.01% | 2025-12-31 |
| 409 | AlTi Global, Inc. | 8,002 | $1.1M | 0.01% | 2025-12-31 |
| 410 | FINANCIAL MANAGEMENT NETWORK INC | 7,909 | $1.1M | 0.01% | 2025-12-31 |
| 411 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 7,937 | $1.1M | 0.01% | 2025-12-31 |
| 412 | Raab & Moskowitz Asset Management LLC | 7,926 | $1.1M | 0.01% | 2025-12-31 |
| 413 | NEUBERGER BERMAN GROUP LLC | 7,880 | $1.1M | 0.01% | 2025-12-31 |
| 414 | Thomasville National Bank | 7,855 | $1.1M | 0.01% | 2025-12-31 |
| 415 | Cove Private Wealth, LLC | 7,818 | $1.1M | 0.01% | 2025-12-31 |
| 416 | SEAMOUNT FINANCIAL GROUP INC | 7,709 | $1.1M | 0.01% | 2025-12-31 |
| 417 | Reality Financial Planning Services, LLC | 7,642 | $1.1M | 0.01% | 2025-12-31 |
| 418 | KEYBANK NATIONAL ASSOCIATION/OH | 7,600 | $1.1M | 0.01% | 2025-12-31 |
| 419 | Diversified Trust Co | 7,571 | $1.1M | 0.01% | 2025-12-31 |
| 420 | BIP Wealth, LLC | 7,551 | $1.1M | 0.01% | 2025-12-31 |