CUSIP 78464A847
SPDR SERIES TRUST
456 institutions · $11.60B total · 221,220,992 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Creative Planning | 91,707,202 | $5.31B | 41.45% | 2025-12-31 |
| 2 | LPL Financial LLC | 12,844,472 | $743.8M | 5.80% | 2025-12-31 |
| 3 | Valmark Advisers, Inc. | 7,041,736 | $407.8M | 3.18% | 2025-12-31 |
| 4 | MORGAN STANLEY | 6,707,531 | $388.4M | 3.03% | 2025-12-31 |
| 5 | TEXAS PERMANENT SCHOOL FUND CORP | 2,994,283 | $173.4M | 1.35% | 2025-12-31 |
| 6 | AlTi Global, Inc. | 2,985,544 | $172.9M | 1.34% | 2025-12-31 |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 2,864,656 | $165.9M | 1.29% | 2025-12-31 |
| 8 | Facet Wealth, Inc. | 2,515,602 | $153.3M | 1.13% | 2025-12-31 |
| 9 | HighTower Advisors, LLC | 2,015,678 | $116.7M | 0.91% | 2025-12-31 |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,959,117 | $113.5M | 0.88% | 2025-12-31 |
| 11 | First Command Advisory Services, Inc. | 1,589,203 | $92.0M | 0.71% | 2025-12-31 |
| 12 | MASON STREET ADVISORS, LLC | 1,587,390 | $91.9M | 0.71% | 2025-12-31 |
| 13 | BANK OF AMERICA CORP /DE/ | 1,513,047 | $86.5M | 0.68% | 2025-12-31 |
| 14 | UBS Group AG | 1,456,173 | $84.3M | 0.65% | 2025-12-31 |
| 15 | Hancock Prospecting Pty Ltd | 1,410,470 | $81.7M | 0.63% | 2025-12-31 |
| 16 | OSAIC HOLDINGS, INC. | 1,349,297 | $78.1M | 0.60% | 2025-12-31 |
| 17 | Hills Bank & Trust Co | 1,277,589 | $74.0M | 0.57% | 2025-12-31 |
| 18 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,276,484 | $73.9M | 0.57% | 2025-12-31 |
| 19 | NATIONAL BANK OF CANADA /FI/ | 1,170,500 | $67.8M | 0.52% | 2025-12-31 |
| 20 | Cornerstone Wealth Management, LLC | 1,115,038 | $64.6M | 0.50% | 2025-12-31 |
| 21 | Wealthcare Advisory Partners LLC | 1,114,253 | $64.5M | 0.50% | 2025-12-31 |
| 22 | AlphaStar Capital Management, LLC | 945,434 | $54.8M | 0.42% | 2025-12-31 |
| 23 | JNBA Financial Advisors | 885,173 | $51.3M | 0.40% | 2025-12-31 |
| 24 | Koss-Olinger Consulting, LLC | 884,396 | $51.2M | 0.39% | 2025-12-31 |
| 25 | VICUS CAPITAL | 880,602 | $51.0M | 0.39% | 2025-12-31 |
| 26 | Private Advisor Group, LLC | 872,484 | $50.5M | 0.39% | 2025-12-31 |
| 27 | GOLDMAN SACHS GROUP INC | 866,927 | $50.2M | 0.39% | 2025-12-31 |
| 28 | GREENLEAF TRUST | 801,325 | $46.4M | 0.36% | 2025-12-31 |
| 29 | Royal Bank of Canada | 786,814 | $45.6M | 0.35% | 2025-12-31 |
| 30 | HHM Wealth Advisors, LLC | 779,976 | $45.2M | 0.35% | 2025-12-31 |
| 31 | WELLS FARGO & COMPANY/MN | 765,911 | $44.4M | 0.34% | 2025-12-31 |
| 32 | 1900 WEALTH MANAGEMENT LLC | 743,705 | $43.1M | 0.33% | 2025-12-31 |
| 33 | Peterson Wealth Advisors, LLC | 735,546 | $42.6M | 0.33% | 2025-12-31 |
| 34 | RKL Wealth Management LLC | 712,175 | $41.2M | 0.32% | 2025-12-31 |
| 35 | Retirement Income Solutions, Inc | 702,621 | $40.7M | 0.31% | 2025-12-31 |
| 36 | BLAIR WILLIAM & CO/IL | 691,040 | $40.0M | 0.31% | 2025-12-31 |
| 37 | GREAT VALLEY ADVISOR GROUP, INC. | 682,016 | $39.5M | 0.30% | 2025-12-31 |
| 38 | Farther Finance Advisors, LLC | 669,570 | $38.8M | 0.30% | 2025-12-31 |
| 39 | Impact Partnership Wealth, LLC | 641,279 | $37.1M | 0.28% | 2025-12-31 |
| 40 | Miracle Mile Advisors, LLC | 631,056 | $36.5M | 0.28% | 2025-12-31 |
| 41 | BOKF, NA | 553,900 | $32.1M | 0.25% | 2025-12-31 |
| 42 | Atlas Private Wealth Advisors | 550,454 | $31.9M | 0.24% | 2025-12-31 |
| 43 | Equitable Holdings, Inc. | 525,998 | $30.5M | 0.23% | 2025-12-31 |
| 44 | MML INVESTORS SERVICES, LLC | 495,167 | $28.7M | 0.22% | 2025-12-31 |
| 45 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 463,832 | $28.0M | 0.20% | 2025-12-31 |
| 46 | OARSMAN CAPITAL, INC. | 482,998 | $28.0M | 0.21% | 2025-12-31 |
| 47 | Gerber Kawasaki Wealth & Investment Management | 470,304 | $27.2M | 0.21% | 2025-12-31 |
| 48 | Global Retirement Partners, LLC | 468,852 | $27.2M | 0.21% | 2025-12-31 |
| 49 | Corient Private Wealth LLC | 462,191 | $26.7M | 0.20% | 2025-12-31 |
| 50 | CAHABA WEALTH MANAGEMENT, INC. | 451,746 | $26.2M | 0.20% | 2025-12-31 |
| 51 | ST GERMAIN D J CO INC | 443,821 | $25.7M | 0.20% | 2025-12-31 |
| 52 | Envestnet Portfolio Solutions, Inc. | 434,830 | $25.2M | 0.19% | 2025-12-31 |
| 53 | ASSETMARK, INC | 426,437 | $24.7M | 0.19% | 2025-12-31 |
| 54 | Financial Strategies Group, Inc. | 403,487 | $24.4M | 0.18% | 2025-12-31 |
| 55 | Waverly Advisors, LLC | 415,474 | $24.1M | 0.18% | 2025-12-31 |
| 56 | First National Trust Co | 407,905 | $23.6M | 0.18% | 2025-12-31 |
| 57 | Integrity Advisory Solutions, LLC | 396,144 | $22.9M | 0.17% | 2025-12-31 |
| 58 | RESTON WEALTH MANAGEMENT LLC | 383,952 | $22.2M | 0.17% | 2025-12-31 |
| 59 | RFG Advisory, LLC | 381,104 | $22.1M | 0.17% | 2025-12-31 |
| 60 | RETIREMENT FINANCIAL SOLUTIONS, LLC | 371,967 | $21.5M | 0.16% | 2025-12-31 |
| 61 | Dakota Wealth Management | 356,874 | $20.7M | 0.16% | 2025-12-31 |
| 62 | Ellenbecker Investment Group | 347,320 | $20.1M | 0.15% | 2025-12-31 |
| 63 | Crews Bank & Trust | 341,144 | $19.8M | 0.15% | 2025-12-31 |
| 64 | Rockefeller Capital Management L.P. | 317,698 | $18.4M | 0.14% | 2025-12-31 |
| 65 | Savant Capital, LLC | 315,096 | $18.2M | 0.14% | 2025-12-31 |
| 66 | Geneos Wealth Management Inc. | 313,662 | $18.2M | 0.14% | 2025-12-31 |
| 67 | EVERMAY WEALTH MANAGEMENT LLC | 306,938 | $17.8M | 0.13% | 2025-12-31 |
| 68 | Marathon Strategic Advisors, LLC | 301,232 | $17.4M | 0.13% | 2025-12-31 |
| 69 | Shepherd Financial Partners LLC | 301,134 | $17.4M | 0.13% | 2025-12-31 |
| 70 | AMERIPRISE FINANCIAL INC | 292,602 | $17.0M | 0.13% | 2025-12-31 |
| 71 | Summit Trail Advisors, LLC | 291,177 | $16.9M | 0.13% | 2025-12-31 |
| 72 | BNP PARIBAS FINANCIAL MARKETS | 288,069 | $16.7M | 0.13% | 2025-12-31 |
| 73 | Financial Gravity Asset Management, Inc. | 287,163 | $16.6M | 0.12% | 2025-12-31 |
| 74 | RAYMOND JAMES FINANCIAL INC | 284,063 | $16.5M | 0.12% | 2025-12-31 |
| 75 | New Perspectives, Inc | 282,653 | $16.4M | 0.12% | 2025-12-31 |
| 76 | Allworth Financial LP | 280,763 | $16.3M | 0.12% | 2025-12-31 |
| 77 | Gladstone Institutional Advisory LLC | 278,812 | $16.1M | 0.12% | 2025-12-31 |
| 78 | Avior Wealth Management, LLC | 274,690 | $15.9M | 0.12% | 2025-12-31 |
| 79 | Alta Wealth Advisors LLC | 274,510 | $15.9M | 0.12% | 2025-12-31 |
| 80 | Cetera Investment Advisers | 266,755 | $15.4M | 0.12% | 2025-12-31 |
| 81 | NORTH STAR ASSET MANAGEMENT INC | 265,483 | $15.4M | 0.12% | 2025-12-31 |
| 82 | COLDSTREAM CAPITAL MANAGEMENT INC | 263,580 | $15.3M | 0.11% | 2025-12-31 |
| 83 | BlackRock, Inc. | 243,082 | $14.1M | 0.10% | 2025-12-31 |
| 84 | Lido Advisors, LLC | 239,662 | $13.9M | 0.10% | 2025-12-31 |
| 85 | CITIZENS & NORTHERN CORP | 235,643 | $13.6M | 0.10% | 2025-12-31 |
| 86 | Montz Harcus Wealth Management LLC | 232,656 | $13.5M | 0.10% | 2025-12-31 |
| 87 | Bensler, LLC | 230,749 | $13.4M | 0.10% | 2025-12-31 |
| 88 | FIFTH THIRD BANCORP | 230,526 | $13.3M | 0.10% | 2025-12-31 |
| 89 | Advance Capital Management, Inc. | 229,709 | $13.3M | 0.10% | 2025-12-31 |
| 90 | Cascade Financial Partners, LLC | 228,332 | $13.2M | 0.10% | 2025-12-31 |
| 91 | IAG Wealth Partners, LLC | 226,396 | $13.1M | 0.10% | 2025-12-31 |
| 92 | Focus Partners Wealth | 221,964 | $12.9M | 0.10% | 2025-12-31 |
| 93 | Higgins & Schmidt Wealth Strategies LLC | 217,367 | $12.6M | 0.09% | 2025-12-31 |
| 94 | WBH ADVISORY INC | 209,498 | $12.1M | 0.09% | 2025-12-31 |
| 95 | MONETA GROUP INVESTMENT ADVISORS LLC | 209,344 | $12.1M | 0.09% | 2025-12-31 |
| 96 | TPG Financial Advisors, LLC | 206,071 | $11.9M | 0.09% | 2025-12-31 |
| 97 | WALLER FINANCIAL PLANNING GROUP, INC | 198,523 | $11.5M | 0.08% | 2025-12-31 |
| 98 | WRAPMANAGER INC | 194,322 | $11.3M | 0.08% | 2025-12-31 |
| 99 | Octavia Wealth Advisors, LLC | 192,426 | $11.1M | 0.08% | 2025-12-31 |
| 100 | Mariner, LLC | 192,383 | $11.1M | 0.08% | 2025-12-31 |
| 101 | Stewardship Advisors, LLC | 192,018 | $11.1M | 0.08% | 2025-12-31 |
| 102 | WEALTH MANAGEMENT RESOURCES, INC. | 186,518 | $10.8M | 0.08% | 2025-12-31 |
| 103 | AQR CAPITAL MANAGEMENT LLC | 186,420 | $10.8M | 0.08% | 2025-12-31 |
| 104 | PSI Advisors, LLC | 185,953 | $10.8M | 0.08% | 2025-12-31 |
| 105 | Sanctuary Advisors, LLC | 184,441 | $10.7M | 0.08% | 2025-12-31 |
| 106 | NewEdge Advisors, LLC | 183,062 | $10.6M | 0.08% | 2025-12-31 |
| 107 | Western Wealth Management, LLC | 181,980 | $10.5M | 0.08% | 2025-12-31 |
| 108 | Zhang Financial LLC | 176,251 | $10.2M | 0.07% | 2025-12-31 |
| 109 | FF Advisors,LLC | 174,902 | $10.1M | 0.07% | 2025-12-31 |
| 110 | Collaborative Wealth Managment Inc. | 174,808 | $10.1M | 0.07% | 2025-12-31 |
| 111 | Austin Private Wealth, LLC | 172,846 | $10.0M | 0.07% | 2025-12-31 |
| 112 | Warren Street Wealth Advisors, LLC | 172,139 | $10.0M | 0.07% | 2025-12-31 |
| 113 | Lumbard & Kellner, LLC | 170,262 | $9.9M | 0.07% | 2025-12-31 |
| 114 | CGN Advisors LLC | 169,858 | $9.8M | 0.07% | 2025-12-31 |
| 115 | Windsor Capital Management, LLC | 167,745 | $9.7M | 0.07% | 2025-12-31 |
| 116 | XY Planning Network, Inc. | 167,277 | $9.7M | 0.07% | 2025-12-31 |
| 117 | Pathstone Holdings, LLC | 163,586 | $9.5M | 0.07% | 2025-12-31 |
| 118 | AlphaCore Capital LLC | 156,056 | $9.0M | 0.07% | 2025-12-31 |
| 119 | Wealthspire Advisors, LLC | 155,761 | $9.0M | 0.07% | 2025-12-31 |
| 120 | JPMORGAN CHASE & CO | 153,460 | $8.9M | 0.06% | 2025-12-31 |
| 121 | Millington Financial Advisors, LLC | 138,433 | $8.7M | 0.06% | 2025-12-31 |
| 122 | TRUIST FINANCIAL CORP | 146,861 | $8.5M | 0.06% | 2025-12-31 |
| 123 | Cerity Partners LLC | 143,598 | $8.3M | 0.06% | 2025-12-31 |
| 124 | Berkeley Capital Partners, LLC | 143,068 | $8.3M | 0.06% | 2025-12-31 |
| 125 | BOK Financial Private Wealth, Inc. | 142,024 | $8.2M | 0.06% | 2025-12-31 |
| 126 | NORTHERN TRUST CORP | 137,324 | $8.0M | 0.06% | 2025-12-31 |
| 127 | Orion Porfolio Solutions, LLC | 136,696 | $7.9M | 0.06% | 2025-12-31 |
| 128 | Vivaldi Capital Management LP | 132,527 | $7.7M | 0.05% | 2025-12-31 |
| 129 | Chicago Partners Investment Group LLC | 124,908 | $7.6M | 0.05% | 2025-12-31 |
| 130 | Carnegie Investment Counsel | 131,661 | $7.6M | 0.05% | 2025-12-31 |
| 131 | ABOUND FINANCIAL, LLC | 129,478 | $7.5M | 0.05% | 2025-12-31 |
| 132 | AF Advisors, Inc. | 128,000 | $7.4M | 0.05% | 2025-12-31 |
| 133 | Louisiana State Employees Retirement System | 127,900 | $7.4M | 0.05% | 2025-12-31 |
| 134 | IHT Wealth Management, LLC | 127,133 | $7.4M | 0.05% | 2025-12-31 |
| 135 | Private Wealth Group, LLC | 126,564 | $7.3M | 0.05% | 2025-12-31 |
| 136 | INSPIRE TRUST CO, N.A. | 124,891 | $7.2M | 0.05% | 2025-12-31 |
| 137 | OneDigital Investment Advisors LLC | 124,075 | $7.2M | 0.05% | 2025-12-31 |
| 138 | Stratos Wealth Partners, LTD. | 123,576 | $7.2M | 0.05% | 2025-12-31 |
| 139 | KWB Wealth | 122,666 | $7.1M | 0.05% | 2025-12-31 |
| 140 | Modera Wealth Management, LLC | 121,039 | $7.0M | 0.05% | 2025-12-31 |
| 141 | COMMONWEALTH EQUITY SERVICES, LLC | 120,940 | $7.0M | 0.05% | 2025-12-31 |
| 142 | NOTTINGHAM ADVISORS, INC. | 128,625 | $6.9M | 0.05% | 2025-12-31 |
| 143 | PINKERTON WEALTH, LLC | 117,010 | $6.8M | 0.05% | 2025-12-31 |
| 144 | Syntegra Private Wealth Group, LLC | 112,966 | $6.5M | 0.05% | 2025-12-31 |
| 145 | PECAUT & CO. | 109,970 | $6.4M | 0.04% | 2025-12-31 |
| 146 | Gradient Investments LLC | 109,289 | $6.3M | 0.04% | 2025-12-31 |
| 147 | Resonant Capital Advisors, LLC | 107,417 | $6.2M | 0.04% | 2025-12-31 |
| 148 | SHERMAN PORFOLIOS, LLC | 101,776 | $5.9M | 0.04% | 2025-12-31 |
| 149 | Bill Few Associates, Inc. | 101,437 | $5.9M | 0.04% | 2025-12-31 |
| 150 | Symphony Financial, Ltd. Co. | 99,132 | $5.8M | 0.04% | 2025-12-31 |
| 151 | ODonnell Financial Services, LLC | 99,984 | $5.8M | 0.04% | 2025-12-31 |
| 152 | VERUS CAPITAL PARTNERS, LLC | 99,668 | $5.8M | 0.04% | 2025-12-31 |
| 153 | Tennessee Valley Asset Management Partners | 99,312 | $5.8M | 0.04% | 2025-12-31 |
| 154 | Financial Engines Advisors L.L.C. | 99,257 | $5.7M | 0.04% | 2025-12-31 |
| 155 | Glen Eagle Advisors, LLC | 96,848 | $5.6M | 0.04% | 2025-12-31 |
| 156 | CarsonAllaria Wealth Management, Ltd. | 96,472 | $5.6M | 0.04% | 2025-12-31 |
| 157 | Pachira Investments Inc. | 94,297 | $5.5M | 0.04% | 2025-12-31 |
| 158 | CVFG LLC | 93,416 | $5.4M | 0.04% | 2025-12-31 |
| 159 | Addison Capital Co | 92,253 | $5.3M | 0.04% | 2025-12-31 |
| 160 | GeoWealth Management, LLC | 92,191 | $5.3M | 0.04% | 2025-12-31 |
| 161 | Ausdal Financial Partners, Inc. | 91,142 | $5.3M | 0.04% | 2025-12-31 |
| 162 | Hibernia Wealth Partners, LLC | 87,774 | $5.1M | 0.03% | 2025-12-31 |
| 163 | Integrated Wealth Concepts LLC | 86,468 | $5.0M | 0.03% | 2025-12-31 |
| 164 | Register Financial Advisors LLC | 85,894 | $5.0M | 0.03% | 2025-12-31 |
| 165 | EVERGREEN CAPITAL MANAGEMENT LLC | 85,356 | $4.9M | 0.03% | 2025-12-31 |
| 166 | TRUEFG, LLC | 83,014 | $4.8M | 0.03% | 2025-12-31 |
| 167 | VISTA INVESTMENT MANAGEMENT | 81,584 | $4.7M | 0.03% | 2025-12-31 |
| 168 | JONES FINANCIAL COMPANIES LLLP | 81,066 | $4.7M | 0.03% | 2025-12-31 |
| 169 | Atlanta Consulting Group Advisors, LLC | 80,373 | $4.7M | 0.03% | 2025-12-31 |
| 170 | Beacon Pointe Advisors, LLC | 80,174 | $4.6M | 0.03% | 2025-12-31 |
| 171 | IFG Advisory, LLC | 79,375 | $4.6M | 0.03% | 2025-12-31 |
| 172 | Founders Financial Alliance, LLC | 78,755 | $4.6M | 0.03% | 2025-12-31 |
| 173 | G&S Capital LLC | 77,525 | $4.5M | 0.03% | 2025-12-31 |
| 174 | Jacksonville Wealth Management, LLC | 77,246 | $4.5M | 0.03% | 2025-12-31 |
| 175 | Omnitrust Wealth Management, Inc | 76,958 | $4.5M | 0.03% | 2025-12-31 |
| 176 | STIFEL FINANCIAL CORP | 76,899 | $4.5M | 0.03% | 2025-12-31 |
| 177 | Compass Wealth Management LLC | 76,227 | $4.4M | 0.03% | 2025-12-31 |
| 178 | Aptus Capital Advisors, LLC | 74,477 | $4.3M | 0.03% | 2025-12-31 |
| 179 | FLAGSHIP HARBOR ADVISORS, LLC | 74,057 | $4.3M | 0.03% | 2025-12-31 |
| 180 | Wealth Advisory Solutions, LLC | 73,919 | $4.3M | 0.03% | 2025-12-31 |
| 181 | Sumitomo Mitsui Trust Group, Inc. | 73,200 | $4.2M | 0.03% | 2025-12-31 |
| 182 | Mayflower Financial Advisors, LLC | 72,824 | $4.2M | 0.03% | 2025-12-31 |
| 183 | Pure Financial Advisors, LLC | 69,630 | $4.0M | 0.03% | 2025-12-31 |
| 184 | ArborFi Advisors, LLC | 69,576 | $4.0M | 0.03% | 2025-12-31 |
| 185 | FORONJY FINANCIAL LLC | 69,249 | $4.0M | 0.03% | 2025-12-31 |
| 186 | KESTRA PRIVATE WEALTH SERVICES, LLC | 67,246 | $3.9M | 0.03% | 2025-12-31 |
| 187 | Zinnia Wealth Advisory, LLC | 66,872 | $3.9M | 0.03% | 2025-12-31 |
| 188 | Quantinno Capital Management LP | 65,661 | $3.8M | 0.02% | 2025-12-31 |
| 189 | ARQ WEALTH ADVISORS, LLC | 65,583 | $3.8M | 0.02% | 2025-12-31 |
| 190 | Manhattan West Asset Management, LLC | 65,441 | $3.8M | 0.02% | 2025-12-31 |
| 191 | Tradewinds Capital Management, LLC | 64,165 | $3.7M | 0.02% | 2025-12-31 |
| 192 | Benchmark Financial, LLC | 63,171 | $3.7M | 0.02% | 2025-12-31 |
| 193 | Aspetuck Financial Management LLC | 62,660 | $3.6M | 0.02% | 2025-12-31 |
| 194 | BANK OF NOVA SCOTIA | 62,200 | $3.6M | 0.02% | 2025-12-31 |
| 195 | AE Wealth Management LLC | 61,032 | $3.5M | 0.02% | 2025-12-31 |
| 196 | Apollon Wealth Management, LLC | 59,297 | $3.4M | 0.02% | 2025-12-31 |
| 197 | Lynx Investment Advisory | 59,248 | $3.4M | 0.02% | 2025-12-31 |
| 198 | Kagan Cocozza Asset Management | 59,059 | $3.4M | 0.02% | 2025-12-31 |
| 199 | Golden State Wealth Management, LLC | 58,936 | $3.4M | 0.02% | 2025-12-31 |
| 200 | IFP Advisors, Inc | 58,618 | $3.4M | 0.02% | 2025-12-31 |
| 201 | Breachway Investments LLC | 57,564 | $3.3M | 0.02% | 2025-12-31 |
| 202 | Capital Investment Advisory Services, LLC | 57,440 | $3.3M | 0.02% | 2025-12-31 |
| 203 | NorthCrest Asset Manangement, LLC | 55,825 | $3.3M | 0.02% | 2025-12-31 |
| 204 | Post Resch Tallon Group Inc. | 57,214 | $3.3M | 0.02% | 2025-12-31 |
| 205 | LANDMARK WEALTH MANAGEMENT, INC. | 56,852 | $3.3M | 0.02% | 2025-12-31 |
| 206 | Atria Investments, Inc | 56,586 | $3.3M | 0.02% | 2025-12-31 |
| 207 | Perennial Investment Advisors, LLC | 56,189 | $3.3M | 0.02% | 2025-12-31 |
| 208 | Jacobi Capital Management LLC | 55,868 | $3.2M | 0.02% | 2025-12-31 |
| 209 | Total Clarity Wealth Management, Inc. | 54,973 | $3.2M | 0.02% | 2025-12-31 |
| 210 | Crestwood Advisors Group, LLC | 54,188 | $3.1M | 0.02% | 2025-12-31 |
| 211 | Aspire Private Capital, LLC | 53,905 | $3.1M | 0.02% | 2025-12-31 |
| 212 | United Asset Strategies, Inc. | 53,813 | $3.1M | 0.02% | 2025-12-31 |
| 213 | NovaPoint Capital, LLC | 52,906 | $3.1M | 0.02% | 2025-12-31 |
| 214 | Independent Advisor Alliance | 52,408 | $3.0M | 0.02% | 2025-12-31 |
| 215 | Signal Advisors Wealth, LLC | 51,844 | $3.0M | 0.02% | 2025-12-31 |
| 216 | Madison Asset Management, LLC | 51,395 | $3.0M | 0.02% | 2025-12-31 |
| 217 | HARBOUR INVESTMENTS, INC. | 51,254 | $3.0M | 0.02% | 2025-12-31 |
| 218 | Retirement Planning Group, LLC | 51,246 | $3.0M | 0.02% | 2025-12-31 |
| 219 | Blueprint Investment Partners LLC | 50,684 | $2.9M | 0.02% | 2025-12-31 |
| 220 | Walkner Condon Financial Advisors LLC | 50,295 | $2.9M | 0.02% | 2025-12-31 |
| 221 | &PARTNERS | 50,251 | $2.9M | 0.02% | 2025-12-31 |
| 222 | NAPLES GLOBAL ADVISORS, LLC | 50,244 | $2.9M | 0.02% | 2025-12-31 |
| 223 | POWER WEALTH MANAGEMENT LLC | 50,102 | $2.9M | 0.02% | 2025-12-31 |
| 224 | AdvisorNet Financial, Inc | 50,054 | $2.9M | 0.02% | 2025-12-31 |
| 225 | Destiny Capital Corp/CO | 49,831 | $2.9M | 0.02% | 2025-12-31 |
| 226 | TILIA FIDUCIARY PARTNERS, INC. | 49,645 | $2.9M | 0.02% | 2025-12-31 |
| 227 | Luminist Capital LLC | 49,559 | $2.9M | 0.02% | 2025-12-31 |
| 228 | SIGNET FINANCIAL MANAGEMENT, LLC | 49,507 | $2.9M | 0.02% | 2025-12-31 |
| 229 | Range Financial Group LLC | 49,287 | $2.9M | 0.02% | 2025-12-31 |
| 230 | Tandem Investment Partners LLC | 49,095 | $2.8M | 0.02% | 2025-12-31 |
| 231 | Intrua Financial, LLC | 48,853 | $2.8M | 0.02% | 2025-12-31 |
| 232 | Stratos Wealth Advisors, LLC | 48,436 | $2.8M | 0.02% | 2025-12-31 |
| 233 | Fiduciary Group, LLC | 48,018 | $2.8M | 0.02% | 2025-12-31 |
| 234 | Carroll Advisory Group, LLC | 47,990 | $2.8M | 0.02% | 2025-12-31 |
| 235 | Shum Financial Group, Inc. | 47,332 | $2.7M | 0.02% | 2025-12-31 |
| 236 | Vestmark Advisory Solutions, Inc. | 47,177 | $2.7M | 0.02% | 2025-12-31 |
| 237 | Sharkey, Howes & Javer | 46,948 | $2.7M | 0.02% | 2025-12-31 |
| 238 | Modern Wealth Management, LLC | 46,315 | $2.7M | 0.02% | 2025-12-31 |
| 239 | POM Investment Strategies, LLC | 46,080 | $2.7M | 0.02% | 2025-12-31 |
| 240 | Simplicity Wealth,LLC | 45,887 | $2.7M | 0.02% | 2025-12-31 |
| 241 | Wealthcare Capital Partners, LLC | 45,536 | $2.6M | 0.02% | 2025-12-31 |
| 242 | CHEMUNG CANAL TRUST CO | 45,500 | $2.6M | 0.02% | 2025-12-31 |
| 243 | Wealthquest Corp | 44,985 | $2.6M | 0.02% | 2025-12-31 |
| 244 | AXXCESS WEALTH MANAGEMENT, LLC | 44,817 | $2.6M | 0.02% | 2025-12-31 |
| 245 | MONECO Advisors, LLC | 44,243 | $2.6M | 0.01% | 2025-12-31 |
| 246 | Towercrest Capital Management | 43,716 | $2.5M | 0.01% | 2025-12-31 |
| 247 | 21 West Wealth Management LLC | 43,419 | $2.5M | 0.01% | 2025-12-31 |
| 248 | Alesco Advisors LLC | 41,942 | $2.4M | 0.01% | 2025-12-31 |
| 249 | Charles Schwab Trust Co | 41,854 | $2.4M | 0.01% | 2025-12-31 |
| 250 | Gambit Capital Management, LLC | 41,751 | $2.4M | 0.01% | 2025-12-31 |
| 251 | SEMITAM BONAM LLC | 41,487 | $2.4M | 0.01% | 2025-12-31 |
| 252 | Breakwater Capital Group | 40,779 | $2.4M | 0.01% | 2025-12-31 |
| 253 | STEVENS CAPITAL PARTNERS | 40,414 | $2.3M | 0.01% | 2025-12-31 |
| 254 | Moisand Fitzgerald Tamayo, LLC | 40,236 | $2.3M | 0.01% | 2025-12-31 |
| 255 | CARY STREET PARTNERS FINANCIAL LLC | 39,524 | $2.3M | 0.01% | 2025-12-31 |
| 256 | Sterling Investment Advisors, Ltd. | 39,098 | $2.3M | 0.01% | 2025-12-31 |
| 257 | WEALTHCARE CAPITAL MANAGEMENT LLC | 38,300 | $2.2M | 0.01% | 2025-12-31 |
| 258 | FMR LLC | 37,607 | $2.2M | 0.01% | 2025-12-31 |
| 259 | Measured Wealth Private Client Group, LLC | 37,033 | $2.1M | 0.01% | 2025-12-31 |
| 260 | JSF Financial, LLC | 36,431 | $2.1M | 0.01% | 2025-12-31 |
| 261 | MMA ASSET MANAGEMENT LLC | 36,219 | $2.1M | 0.01% | 2025-12-31 |
| 262 | BCS Wealth Management | 35,669 | $2.1M | 0.01% | 2025-12-31 |
| 263 | S.A. Mason LLC | 35,199 | $2.0M | 0.01% | 2025-12-31 |
| 264 | Concurrent Investment Advisors, LLC | 35,155 | $2.0M | 0.01% | 2025-12-31 |
| 265 | Financial Enhancement Group LLC | 32,771 | $2.0M | 0.01% | 2025-12-31 |
| 266 | CAPTRUST FINANCIAL ADVISORS | 34,679 | $2.0M | 0.01% | 2025-12-31 |
| 267 | Crescent Grove Advisors, LLC | 34,668 | $2.0M | 0.01% | 2025-12-31 |
| 268 | Alliance Wealth Management Group | 34,543 | $2.0M | 0.01% | 2025-12-31 |
| 269 | Kestra Advisory Services, LLC | 34,434 | $2.0M | 0.01% | 2025-12-31 |
| 270 | UNIVEST FINANCIAL Corp | 34,266 | $2.0M | 0.01% | 2025-12-31 |
| 271 | Larson Financial Group LLC | 33,941 | $2.0M | 0.01% | 2025-12-31 |
| 272 | Alaska Wealth Advisors | 33,620 | $1.9M | 0.01% | 2025-12-31 |
| 273 | TKG Advisors, LLC | 33,444 | $1.9M | 0.01% | 2025-12-31 |
| 274 | Wealth Enhancement Trust Services, Inc. | 32,749 | $1.9M | 0.01% | 2025-12-31 |
| 275 | BRADLEY FOSTER & SARGENT INC/CT | 32,172 | $1.9M | 0.01% | 2025-12-31 |
| 276 | HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 31,765 | $1.8M | 0.01% | 2025-12-31 |
| 277 | Cavalier Investments, LLC | 31,639 | $1.8M | 0.01% | 2025-12-31 |
| 278 | Meridian Financial, LLC | 31,179 | $1.8M | 0.01% | 2025-12-31 |
| 279 | Key Financial Inc | 30,972 | $1.8M | 0.01% | 2025-12-31 |
| 280 | RAINIER FAMILY WEALTH INC | 30,437 | $1.8M | 0.01% | 2025-12-31 |
| 281 | Balance Wealth, LLC | 30,080 | $1.7M | 0.01% | 2025-12-31 |
| 282 | Blueprint Financial Advisors LLC | 29,751 | $1.7M | 0.01% | 2025-12-31 |
| 283 | Kelman-Lazarov, Inc. | 29,376 | $1.7M | 0.01% | 2025-12-31 |
| 284 | ORBA Wealth Advisors, L.L.C. | 29,345 | $1.7M | 0.01% | 2025-12-31 |
| 285 | Summit Investment Advisory Services, LLC | 28,186 | $1.6M | 0.01% | 2025-12-31 |
| 286 | Belpointe Asset Management LLC | 27,985 | $1.6M | 0.01% | 2025-12-31 |
| 287 | Advisor Resource Council | 27,094 | $1.6M | 0.01% | 2025-12-31 |
| 288 | CreativeOne Wealth, LLC | 27,894 | $1.6M | 0.01% | 2025-12-31 |
| 289 | Kingsview Wealth Management, LLC | 27,776 | $1.6M | 0.01% | 2025-12-31 |
| 290 | Raleigh Capital Management Inc. | 27,577 | $1.6M | 0.01% | 2025-12-31 |
| 291 | Kraft, Davis & Associates, LLC | 26,153 | $1.6M | 0.01% | 2025-12-31 |
| 292 | CFS Investment Advisory Services, LLC | 27,269 | $1.6M | 0.01% | 2025-12-31 |
| 293 | Compton Financial Group, LLC | 26,680 | $1.5M | 0.01% | 2025-12-31 |
| 294 | J.W. COLE ADVISORS, INC. | 32,035 | $1.5M | 0.01% | 2025-12-31 |
| 295 | Eldridge Investment Advisors, Inc. | 26,034 | $1.5M | 0.01% | 2025-12-31 |
| 296 | Cresset Asset Management, LLC | 26,323 | $1.5M | 0.01% | 2025-12-31 |
| 297 | Roundview Capital LLC | 25,768 | $1.5M | 0.01% | 2025-12-31 |
| 298 | WCG Wealth Advisors LLC | 25,536 | $1.5M | 0.01% | 2025-12-31 |
| 299 | BLUE JEAN FINANCIAL LLC | 24,621 | $1.4M | 0.01% | 2025-12-31 |
| 300 | World Investment Advisors | 29,293 | $1.4M | 0.01% | 2025-12-31 |
| 301 | CoreCap Advisors, LLC | 24,431 | $1.4M | 0.01% | 2025-12-31 |
| 302 | Bank of New York Mellon Corp | 24,260 | $1.4M | 0.01% | 2025-12-31 |
| 303 | SIMON QUICK ADVISORS, LLC | 23,504 | $1.4M | 0.01% | 2025-12-31 |
| 304 | CLEAR INVESTMENT RESEARCH, LLC | 23,260 | $1.3M | 0.01% | 2025-12-31 |
| 305 | NewEdge Wealth, LLC | 23,237 | $1.3M | 0.01% | 2025-12-31 |
| 306 | CITIZENS FINANCIAL GROUP INC/RI | 23,079 | $1.3M | 0.01% | 2025-12-31 |
| 307 | Asset One Wealth Management LLC | 21,958 | $1.3M | 0.00% | 2025-12-31 |
| 308 | Wedmont Private Capital | 22,186 | $1.3M | 0.01% | 2025-12-31 |
| 309 | Pinnacle Family Advisors, LLC | 22,855 | $1.3M | 0.01% | 2025-12-31 |
| 310 | Armbruster Capital Management, Inc. | 22,741 | $1.3M | 0.01% | 2025-12-31 |
| 311 | NICOLET ADVISORY SERVICES, LLC | 21,482 | $1.3M | 0.00% | 2025-12-31 |
| 312 | PAX Financial Group, LLC | 22,416 | $1.3M | 0.01% | 2025-12-31 |
| 313 | Fingerlakes Wealth Management, Inc. | 21,965 | $1.3M | 0.00% | 2025-12-31 |
| 314 | Brio Consultants, LLC | 21,870 | $1.3M | 0.00% | 2025-12-31 |
| 315 | Merit Financial Group, LLC | 21,443 | $1.2M | 0.00% | 2025-12-31 |
| 316 | Delta Wealth Advisors LLC | 21,328 | $1.2M | 0.00% | 2025-12-31 |
| 317 | Betterment LLC | 21,151,161 | $1.2M | 9.56% | 2025-12-31 |
| 318 | MONEY CONCEPTS CAPITAL CORP | 20,812 | $1.2M | 0.00% | 2025-12-31 |
| 319 | Northwest Wealth Advisors, LLC | 20,466 | $1.2M | 0.00% | 2025-12-31 |
| 320 | PRIVATE TRUST CO NA | 20,265 | $1.2M | 0.00% | 2025-12-31 |
| 321 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,210 | $1.2M | 0.00% | 2025-12-31 |
| 322 | Saxony Capital Management, LLC | 20,146 | $1.2M | 0.00% | 2025-12-31 |
| 323 | Fifth Third Wealth Advisors LLC | 20,132 | $1.2M | 0.00% | 2025-12-31 |
| 324 | WADDELL & ASSOCIATES, LLC | 20,006 | $1.2M | 0.00% | 2025-12-31 |
| 325 | L2 Asset Management, LLC | 19,953 | $1.2M | 0.00% | 2025-12-31 |
| 326 | Evernest Financial Advisors, LLC | 18,285 | $1.2M | 0.00% | 2025-12-31 |
| 327 | Sterling Investment Counsel, LLC | 19,703 | $1.1M | 0.00% | 2025-12-31 |
| 328 | CIBC Private Wealth Group LLC | 19,694 | $1.1M | 0.00% | 2025-12-31 |
| 329 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | 19,567 | $1.1M | 0.00% | 2025-12-31 |
| 330 | Quadcap Wealth Management, LLC | 19,116 | $1.1M | 0.00% | 2025-12-31 |
| 331 | FSB PREMIER WEALTH MANAGEMENT, INC. | 18,948 | $1.1M | 0.00% | 2025-12-31 |
| 332 | Advisory Services Network, LLC | 18,511 | $1.1M | 0.00% | 2025-12-31 |
| 333 | Lifeworks Advisors, LLC | 18,411 | $1.1M | 0.00% | 2025-12-31 |
| 334 | Gateway Wealth Partners, LLC | 18,387 | $1.1M | 0.00% | 2025-12-31 |
| 335 | National Wealth Management Group, LLC | 18,330 | $1.1M | 0.00% | 2025-12-31 |
| 336 | TSG Advice Partners, LLC | 18,299 | $1.1M | 0.00% | 2025-12-31 |
| 337 | Strategic Financial Planning, Inc. | 17,904 | $1.0M | 0.00% | 2025-12-31 |
| 338 | Comprehensive Money Management Services LLC | 17,870 | $1.0M | 0.00% | 2025-12-31 |
| 339 | Apollon Financial, LLC | 17,823 | $1.0M | 0.00% | 2025-12-31 |
| 340 | Trinity Wealth Management, LLC | 17,758 | $1.0M | 0.00% | 2025-12-31 |
| 341 | BIP Wealth, LLC | 17,577 | $1.0M | 0.00% | 2025-12-31 |
| 342 | Mattson Financial Services, LLC | 17,550 | $1.0M | 0.00% | 2025-12-31 |
| 343 | KAVAR CAPITAL PARTNERS GROUP, LLC | 17,512 | $1.0M | 0.00% | 2025-12-31 |
| 344 | Vise Technologies, Inc. | 17,438 | $1.0M | 0.00% | 2025-12-31 |
| 345 | High Probability Advisors, LLC | 17,172 | $994.4K | 0.00% | 2025-12-31 |
| 346 | Capital Management Associates, Inc | 17,064 | $988.2K | 0.00% | 2025-12-31 |
| 347 | CAPE COD FIVE CENTS SAVINGS BANK | 17,963 | $982.2K | 0.00% | 2025-12-31 |
| 348 | Hobbs Group Advisors, LLC | 16,705 | $967.4K | 0.00% | 2025-12-31 |
| 349 | Orin Green Financial, LLC | 16,400 | $949.7K | 0.00% | 2025-12-31 |
| 350 | River Street Advisors LLC | 16,329 | $945.6K | 0.00% | 2025-12-31 |
| 351 | FINANCIAL MANAGEMENT NETWORK INC | 16,043 | $941.7K | 0.00% | 2025-12-31 |
| 352 | DUNCKER STREETT & CO INC | 16,210 | $938.7K | 0.00% | 2025-12-31 |
| 353 | FRANKLIN RESOURCES INC | 16,021 | $927.8K | 0.00% | 2025-12-31 |
| 354 | Legacy Wealth Partners, LLC | 15,927 | $922.3K | 0.00% | 2025-12-31 |
| 355 | Trilogy Capital Inc. | 15,771 | $913.3K | 0.00% | 2025-12-31 |
| 356 | Retirement Planning Co of New England, Inc. | 15,738 | $911.4K | 0.00% | 2025-12-31 |
| 357 | McKinley Carter Wealth Services, Inc. | 15,717 | $910.2K | 0.00% | 2025-12-31 |
| 358 | BANK OF MONTREAL /CAN/ | 15,650 | $906.3K | 0.00% | 2025-12-31 |
| 359 | Aldebaran Financial Inc. | 15,433 | $903.3K | 0.00% | 2025-12-31 |
| 360 | SEEDS INVESTOR LLC | 15,418 | $892.9K | 0.00% | 2025-12-31 |
| 361 | Krilogy Financial LLC | 14,576 | $890.3K | 0.00% | 2025-12-31 |
| 362 | Worth Financial Advisory Group, LLC | 15,364 | $889.7K | 0.00% | 2025-12-31 |
| 363 | WorthPointe, LLC | 15,359 | $889.4K | 0.00% | 2025-12-31 |
| 364 | Ranch Capital Advisors Inc. | 15,334 | $888.0K | 0.00% | 2025-12-31 |
| 365 | DENVER WEALTH MANAGEMENT, INC. | 15,245 | $882.8K | 0.00% | 2025-12-31 |
| 366 | Brand Asset Management Group, Inc. | 15,172 | $878.6K | 0.00% | 2025-12-31 |
| 367 | GSB Wealth Management, LLC | 15,120 | $875.6K | 0.00% | 2025-12-31 |
| 368 | Arkadios Wealth Advisors | 15,118 | $875.5K | 0.00% | 2025-12-31 |
| 369 | Balefire, LLC | 15,023 | $870.0K | 0.00% | 2025-12-31 |
| 370 | Fusion Family Wealth LLC | 14,891 | $862.3K | 0.00% | 2025-12-31 |
| 371 | Tidemark, LLC | 14,870 | $861.1K | 0.00% | 2025-12-31 |
| 372 | Second Line Capital, LLC | 14,806 | $857.4K | 0.00% | 2025-12-31 |
| 373 | Global Financial Private Client, LLC | 14,690 | $850.7K | 0.00% | 2025-12-31 |
| 374 | NOVUS ADVISORS, LLC | 14,455 | $837.1K | 0.00% | 2025-12-31 |
| 375 | Ethos Financial Group, LLC | 14,276 | $826.7K | 0.00% | 2025-12-31 |
| 376 | HORAN Wealth, LLC | 14,053 | $813.8K | 0.00% | 2025-12-31 |
| 377 | Dorsey & Whitney Trust CO LLC | 14,024 | $812.1K | 0.00% | 2025-12-31 |
| 378 | WATERSHED PRIVATE WEALTH LLC | 14,014 | $811.6K | 0.00% | 2025-12-31 |
| 379 | ARKANSAS FINANCIAL GROUP, INC. | 13,953 | $798.0K | 0.00% | 2025-12-31 |
| 380 | Sachetta, LLC | 13,653 | $790.7K | 0.00% | 2025-12-31 |
| 381 | Advisory Alpha, LLC | 13,551 | $784.8K | 0.00% | 2025-12-31 |
| 382 | TWO SIGMA SECURITIES, LLC | 13,550 | $784.7K | 0.00% | 2025-12-31 |
| 383 | WHITE PINE CAPITAL LLC | 13,511 | $782.4K | 0.00% | 2025-12-31 |
| 384 | Taylor & Morgan Wealth Management, LLC | 13,474 | $780.3K | 0.00% | 2025-12-31 |
| 385 | MGB Wealth Management, LLC | 13,366 | $774.3K | 0.00% | 2025-12-31 |
| 386 | Legacy Edge Advisors, LLC | 13,367 | $774.1K | 0.00% | 2025-12-31 |
| 387 | Park Place Capital Corp | 13,290 | $769.6K | 0.00% | 2025-12-31 |
| 388 | F/m Investments LLC | 13,257 | $767.8K | 0.00% | 2025-12-31 |
| 389 | SMITH, MOORE & CO. | 13,244 | $767.0K | 0.00% | 2025-12-31 |
| 390 | Fortitude Family Office, LLC | 13,197 | $764.2K | 0.00% | 2025-12-31 |
| 391 | Atlantic Union Bankshares Corp | 13,117 | $759.6K | 0.00% | 2025-12-31 |
| 392 | ERn Financial, LLC | 12,940 | $749.4K | 0.00% | 2025-12-31 |
| 393 | Inman Jager Wealth Management, LLC | 12,903 | $747.2K | 0.00% | 2025-12-31 |
| 394 | Vawter Financial, Ltd. | 12,747 | $738.2K | 0.00% | 2025-12-31 |
| 395 | HBK Sorce Advisory LLC | 11,688 | $735.5K | 0.00% | 2025-12-31 |
| 396 | Sage Mountain Advisors LLC | 12,526 | $725.4K | 0.00% | 2025-12-31 |
| 397 | ATLAS CAPITAL ADVISORS INC. | 12,235 | $708.5K | 0.00% | 2025-12-31 |
| 398 | WealthPlan Investment Management, LLC | 12,216 | $707.4K | 0.00% | 2025-12-31 |
| 399 | TWIN FOCUS CAPITAL PARTNERS, LLC | 12,200 | $706.5K | 0.00% | 2025-12-31 |
| 400 | Drucker Wealth 3.0, LLC | 12,167 | $704.6K | 0.00% | 2025-12-31 |
| 401 | PFG Advisors | 12,162 | $704.3K | 0.00% | 2025-12-31 |
| 402 | Maridea Wealth Management LLC | 12,045 | $697.5K | 0.00% | 2025-12-31 |
| 403 | Anfield Capital Management, LLC | 11,859 | $686.8K | 0.00% | 2025-12-31 |
| 404 | PLANWISER FINANCIAL, LLC | 11,839 | $685.6K | 0.00% | 2025-12-31 |
| 405 | PERSPECTIVE WEALTH ADVISORS LLC | 11,839 | $685.6K | 0.00% | 2025-12-31 |
| 406 | Stegent Equity Advisors, Inc. | 11,675 | $676.1K | 0.00% | 2025-12-31 |
| 407 | MERCER GLOBAL ADVISORS INC /ADV | 11,664 | $675.5K | 0.00% | 2025-12-31 |
| 408 | COURIER CAPITAL LLC | 11,593 | $671.4K | 0.00% | 2025-12-31 |
| 409 | JOHNSON INVESTMENT COUNSEL INC | 11,529 | $667.7K | 0.00% | 2025-12-31 |
| 410 | Jump Financial, LLC | 11,506 | $666.3K | 0.00% | 2025-12-31 |
| 411 | Bleakley Financial Group, LLC | 11,467 | $664.1K | 0.00% | 2025-12-31 |
| 412 | SECURIAN ASSET MANAGEMENT, INC | 11,200 | $648.6K | 0.00% | 2025-12-31 |
| 413 | Ascent Group, LLC | 11,162 | $646.4K | 0.00% | 2025-12-31 |
| 414 | International Private Wealth Advisors LLC | 11,121 | $644.0K | 0.00% | 2025-12-31 |
| 415 | RICHARDSON FINANCIAL SERVICES INC. | 11,120 | $644.0K | 0.00% | 2025-12-31 |
| 416 | Murphy, Middleton, Hinkle & Parker, Inc. | 4,947 | $626.1K | 0.00% | 2025-12-31 |
| 417 | IEQ CAPITAL, LLC | 10,798 | $625.3K | 0.00% | 2025-12-31 |
| 418 | PRINCIPAL SECURITIES, INC. | 10,795 | $625.1K | 0.00% | 2025-12-31 |
| 419 | Investment Planning Advisors, Inc. | 10,757 | $622.9K | 0.00% | 2025-12-31 |
| 420 | Summit Financial, LLC | 10,702 | $619.8K | 0.00% | 2025-12-31 |
| 421 | Revolve Wealth Partners, LLC | 10,630 | $615.6K | 0.00% | 2025-12-31 |
| 422 | Flagship Private Wealth, LLC | 10,387 | $601.5K | 0.00% | 2025-12-31 |
| 423 | Charter Oak Capital Management, LLC | 10,367 | $600.4K | 0.00% | 2025-12-31 |
| 424 | GILPIN WEALTH MANAGEMENT, LLC | 10,339 | $598.7K | 0.00% | 2025-12-31 |
| 425 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10,279 | $595.3K | 0.00% | 2025-12-31 |
| 426 | Ameritas Advisory Services, LLC | 10,149 | $587.8K | 0.00% | 2025-12-31 |
| 427 | Pine Valley Investments Ltd Liability Co | 10,036 | $581.2K | 0.00% | 2025-12-31 |
| 428 | Narus Financial Partners, LLC | 10,085 | $576.8K | 0.00% | 2025-12-31 |
| 429 | Empower Advisory Group, LLC | 9,921 | $574.5K | 0.00% | 2025-12-31 |
| 430 | Venture Visionary Partners LLC | 9,854 | $570.6K | 0.00% | 2025-12-31 |
| 431 | Caitlin John, LLC | 9,851 | $570.5K | 0.00% | 2025-12-31 |
| 432 | LEVEL FOUR ADVISORY SERVICES, LLC | 9,837 | $569.7K | 0.00% | 2025-12-31 |
| 433 | Leslie Global Wealth, LLC | 9,700 | $561.7K | 0.00% | 2025-12-31 |
| 434 | Gen-Wealth Partners Inc | 9,673 | $560.1K | 0.00% | 2025-12-31 |
| 435 | Fiduciary Alliance LLC | 9,503 | $550.3K | 0.00% | 2025-12-31 |
| 436 | COLTON GROOME FINANCIAL ADVISORS, LLC | 9,464 | $548.1K | 0.00% | 2025-12-31 |
| 437 | Goldstein Advisors, LLC | 9,452 | $547.4K | 0.00% | 2025-12-31 |
| 438 | Fourth Dimension Wealth, LLC | 9,407 | $544.8K | 0.00% | 2025-12-31 |
| 439 | DAVENPORT & Co LLC | 9,399 | $544.3K | 0.00% | 2025-12-31 |
| 440 | Steward Partners Investment Advisory, LLC | 9,359 | $542.0K | 0.00% | 2025-12-31 |
| 441 | Lutz Financial Services LLC | 9,264 | $536.5K | 0.00% | 2025-12-31 |
| 442 | Laraway Financial Advisors Inc | 9,188 | $532.0K | 0.00% | 2025-12-31 |
| 443 | Hidden Cove Wealth Management, LLC | 9,119 | $528.1K | 0.00% | 2025-12-31 |
| 444 | OLD SECOND NATIONAL BANK OF AURORA | 9,050 | $524.1K | 0.00% | 2025-12-31 |
| 445 | MOTCO | 9,028 | $522.8K | 0.00% | 2025-12-31 |
| 446 | Strategic Financial Concepts, LLC | 8,963 | $519.1K | 0.00% | 2025-12-31 |
| 447 | Sollinda Capital Management LLC | 8,955 | $518.6K | 0.00% | 2025-12-31 |
| 448 | ELEVATION POINT WEALTH PARTNERS, LLC | 9,535 | $518.5K | 0.00% | 2025-12-31 |
| 449 | Kohmann Bosshard Financial Services, LLC | 8,943 | $517.9K | 0.00% | 2025-12-31 |
| 450 | Outlook Wealth Advisors, LLC | 8,881 | $514.3K | 0.00% | 2025-12-31 |
| 451 | COMMERCE BANK | 8,867 | $513.5K | 0.00% | 2025-12-31 |
| 452 | Keystone Financial Group | 8,846 | $512.3K | 0.00% | 2025-12-31 |
| 453 | LOCKERMAN FINANCIAL GROUP, INC. | 8,828 | $511.2K | 0.00% | 2025-12-31 |
| 454 | Ironwood Wealth Management, LLC. | 8,761 | $507.3K | 0.00% | 2025-12-31 |
| 455 | Jordan Park Group LLC | 8,698 | $503.7K | 0.00% | 2025-12-31 |
| 456 | Compound Planning, Inc. | 8,688 | $503.1K | 0.00% | 2025-12-31 |