CUSIP 78464A854
SPDR SERIES TRUST
441 institutions · $54.25B total · 677,097,296 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | USS Investment Management Ltd | 66,398,232 | $5.33B | 9.80% | 2025-12-31 |
| 2 | JONES FINANCIAL COMPANIES LLLP | 57,571,354 | $4.62B | 8.50% | 2025-12-31 |
| 3 | LPL Financial LLC | 51,511,055 | $4.13B | 7.60% | 2025-12-31 |
| 4 | BANK OF AMERICA CORP /DE/ | 38,239,119 | $3.00B | 5.64% | 2025-12-31 |
| 5 | Creative Planning | 32,218,254 | $2.58B | 4.75% | 2025-12-31 |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 17,891,359 | $1.44B | 2.64% | 2025-12-31 |
| 7 | MORGAN STANLEY | 16,367,301 | $1.31B | 2.41% | 2025-12-31 |
| 8 | NATIXIS | 14,510,339 | $1.17B | 2.14% | 2025-12-31 |
| 9 | Invesco Ltd. | 10,569,811 | $847.9M | 1.56% | 2025-12-31 |
| 10 | NISSAY ASSET MANAGEMENT CORP /JAPAN | 9,989,832 | $801.4M | 1.47% | 2025-12-31 |
| 11 | National Mutual Insurance Federation of Agricultural Cooperatives | 9,536,000 | $765.0M | 1.40% | 2025-12-31 |
| 12 | Clark Capital Management Group, Inc. | 7,449,848 | $597.6M | 1.10% | 2025-12-31 |
| 13 | OSAIC HOLDINGS, INC. | 7,059,280 | $566.3M | 1.04% | 2025-12-31 |
| 14 | GOLDMAN SACHS GROUP INC | 6,998,201 | $561.4M | 1.03% | 2025-12-31 |
| 15 | Advance Capital Management, Inc. | 6,194,274 | $496.9M | 0.91% | 2025-12-31 |
| 16 | OneDigital Investment Advisors LLC | 6,123,760 | $491.2M | 0.90% | 2025-12-31 |
| 17 | 1900 WEALTH MANAGEMENT LLC | 5,951,853 | $477.5M | 0.87% | 2025-12-31 |
| 18 | TIG Advisors, LLC | 5,946,012 | $477.0M | 0.87% | 2025-12-31 |
| 19 | JPMORGAN CHASE & CO | 5,832,945 | $467.9M | 0.86% | 2025-12-31 |
| 20 | GREENLEAF TRUST | 5,464,262 | $438.3M | 0.80% | 2025-12-31 |
| 21 | EXCHANGE TRADED CONCEPTS, LLC | 5,443,009 | $436.6M | 0.80% | 2025-12-31 |
| 22 | AMERIPRISE FINANCIAL INC | 5,431,568 | $435.7M | 0.80% | 2025-12-31 |
| 23 | Allianz Asset Management GmbH | 5,071,162 | $406.8M | 0.74% | 2025-12-31 |
| 24 | Financial Engines Advisors L.L.C. | 5,067,054 | $406.5M | 0.74% | 2025-12-31 |
| 25 | TD PRIVATE CLIENT WEALTH LLC | 4,917,441 | $394.5M | 0.72% | 2025-12-31 |
| 26 | Private Advisor Group, LLC | 4,808,867 | $385.8M | 0.71% | 2025-12-31 |
| 27 | GM Advisory Group, LLC | 4,745,143 | $380.7M | 0.70% | 2025-12-31 |
| 28 | Cetera Investment Advisers | 4,431,269 | $355.5M | 0.65% | 2025-12-31 |
| 29 | Wealthcare Advisory Partners LLC | 4,330,088 | $347.4M | 0.63% | 2025-12-31 |
| 30 | HighTower Advisors, LLC | 4,274,627 | $342.9M | 0.63% | 2025-12-31 |
| 31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,096,080 | $328.6M | 0.60% | 2025-12-31 |
| 32 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 4,091,668 | $328.2M | 0.60% | 2025-12-31 |
| 33 | Gradient Investments LLC | 4,039,470 | $324.0M | 0.59% | 2025-12-31 |
| 34 | Kedalion Capital Management LLP | 3,840,000 | $308.0M | 0.56% | 2025-12-31 |
| 35 | NorthRock Partners, LLC | 3,809,436 | $305.6M | 0.56% | 2025-12-31 |
| 36 | Stadion Money Management, LLC | 3,793,589 | $304.3M | 0.56% | 2025-12-31 |
| 37 | NICOLET ADVISORY SERVICES, LLC | 3,610,494 | $295.3M | 0.53% | 2025-12-31 |
| 38 | Norinchukin Bank, The | 3,511,270 | $281.7M | 0.51% | 2025-12-31 |
| 39 | First Command Advisory Services, Inc. | 3,465,998 | $278.0M | 0.51% | 2025-12-31 |
| 40 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,324,859 | $270.7M | 0.49% | 2025-12-31 |
| 41 | Advocacy Wealth Management Services, LLC | 3,249,653 | $260.7M | 0.47% | 2025-12-31 |
| 42 | ASSETMARK, INC | 3,233,690 | $259.4M | 0.47% | 2025-12-31 |
| 43 | Miracle Mile Advisors, LLC | 3,199,150 | $256.6M | 0.47% | 2025-12-31 |
| 44 | Mizuho Bank, Ltd. | 3,170,000 | $254.3M | 0.46% | 2025-12-31 |
| 45 | RAYMOND JAMES FINANCIAL INC | 3,117,078 | $250.1M | 0.46% | 2025-12-31 |
| 46 | Mirae Asset Global Investments Co., Ltd. | 2,885,251 | $231.5M | 0.42% | 2025-12-31 |
| 47 | STATE STREET CORP | 2,701,855 | $216.7M | 0.39% | 2025-12-31 |
| 48 | SCS Capital Management LLC | 2,627,987 | $210.8M | 0.38% | 2025-12-31 |
| 49 | NewEdge Advisors, LLC | 2,460,143 | $197.4M | 0.36% | 2025-12-31 |
| 50 | MML INVESTORS SERVICES, LLC | 2,403,367 | $192.8M | 0.35% | 2025-12-31 |
| 51 | Global Retirement Partners, LLC | 2,368,026 | $190.0M | 0.34% | 2025-12-31 |
| 52 | Peterson Wealth Advisors, LLC | 2,297,743 | $184.3M | 0.33% | 2025-12-31 |
| 53 | Larson Financial Group LLC | 2,282,787 | $183.1M | 0.33% | 2025-12-31 |
| 54 | WELLS FARGO & COMPANY/MN | 2,254,077 | $180.8M | 0.33% | 2025-12-31 |
| 55 | SPINNAKER TRUST | 2,166,677 | $173.8M | 0.31% | 2025-12-31 |
| 56 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,102,500 | $168.7M | 0.31% | 2025-12-31 |
| 57 | Ocean Park Asset Management, LLC | 2,071,057 | $166.1M | 0.30% | 2025-12-31 |
| 58 | 49 WEALTH MANAGEMENT, LLC | 1,997,722 | $160.3M | 0.29% | 2025-12-31 |
| 59 | UBS Group AG | 1,946,401 | $156.1M | 0.28% | 2025-12-31 |
| 60 | Tennessee Valley Asset Management Partners | 1,933,836 | $155.1M | 0.28% | 2025-12-31 |
| 61 | VICUS CAPITAL | 1,811,141 | $145.3M | 0.26% | 2025-12-31 |
| 62 | Retirement Income Solutions, Inc | 1,797,996 | $144.2M | 0.26% | 2025-12-31 |
| 63 | TWO SIGMA INVESTMENTS, LP | 1,771,500 | $142.1M | 0.26% | 2025-12-31 |
| 64 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,744,238 | $139.9M | 0.25% | 2025-12-31 |
| 65 | GREAT VALLEY ADVISOR GROUP, INC. | 1,687,147 | $135.3M | 0.24% | 2025-12-31 |
| 66 | Sand Hill Global Advisors, LLC | 1,613,527 | $129.4M | 0.23% | 2025-12-31 |
| 67 | Royal Bank of Canada | 1,529,788 | $122.7M | 0.22% | 2025-12-31 |
| 68 | Mariner, LLC | 1,468,673 | $117.8M | 0.21% | 2025-12-31 |
| 69 | Aptus Capital Advisors, LLC | 1,463,768 | $117.4M | 0.21% | 2025-12-31 |
| 70 | AE Wealth Management LLC | 1,387,428 | $111.3M | 0.20% | 2025-12-31 |
| 71 | UNIVEST FINANCIAL Corp | 1,363,621 | $109.4M | 0.20% | 2025-12-31 |
| 72 | World Investment Advisors | 1,331,691 | $105.9M | 0.19% | 2025-12-31 |
| 73 | Revere Asset Management, Inc | 1,282,605 | $102.9M | 0.18% | 2025-12-31 |
| 74 | COMMONWEALTH EQUITY SERVICES, LLC | 1,255,872 | $100.7M | 0.18% | 2025-12-31 |
| 75 | Stratos Wealth Partners, LTD. | 1,249,128 | $100.2M | 0.18% | 2025-12-31 |
| 76 | RiverFront Investment Group, LLC | 1,235,781 | $99.1M | 0.18% | 2025-12-31 |
| 77 | Kestra Advisory Services, LLC | 1,177,467 | $94.5M | 0.17% | 2025-12-31 |
| 78 | MERCER GLOBAL ADVISORS INC /ADV | 1,170,521 | $93.9M | 0.17% | 2025-12-31 |
| 79 | Crews Bank & Trust | 1,136,405 | $91.2M | 0.16% | 2025-12-31 |
| 80 | Austin Private Wealth, LLC | 1,133,896 | $91.0M | 0.16% | 2025-12-31 |
| 81 | Integrated Wealth Concepts LLC | 1,130,317 | $90.7M | 0.16% | 2025-12-31 |
| 82 | KWB Wealth | 1,113,942 | $89.4M | 0.16% | 2025-12-31 |
| 83 | WCG Wealth Advisors LLC | 1,112,501 | $89.2M | 0.16% | 2025-12-31 |
| 84 | AlphaStar Capital Management, LLC | 1,089,630 | $87.4M | 0.16% | 2025-12-31 |
| 85 | Brown Financial Advisory | 1,056,203 | $84.7M | 0.15% | 2025-12-31 |
| 86 | Avidian Wealth Enterprises, LLC | 1,033,682 | $82.9M | 0.15% | 2025-12-31 |
| 87 | Sterling Group Wealth Management, LLC | 1,030,149 | $82.6M | 0.15% | 2025-12-31 |
| 88 | Intrua Financial, LLC | 983,305 | $78.9M | 0.14% | 2025-12-31 |
| 89 | ST GERMAIN D J CO INC | 971,008 | $77.9M | 0.14% | 2025-12-31 |
| 90 | One Day In July LLC | 969,305 | $77.8M | 0.14% | 2025-12-31 |
| 91 | Ascent Group, LLC | 967,309 | $77.6M | 0.14% | 2025-12-31 |
| 92 | TECTONIC ADVISORS LLC | 951,414 | $76.3M | 0.14% | 2025-12-31 |
| 93 | Modern Wealth Management, LLC | 950,070 | $76.2M | 0.14% | 2025-12-31 |
| 94 | JANUS HENDERSON GROUP PLC | 935,150 | $75.0M | 0.13% | 2025-12-31 |
| 95 | N.E.W. Advisory Services LLC | 905,147 | $72.6M | 0.13% | 2025-12-31 |
| 96 | Eagle Strategies LLC | 891,706 | $71.5M | 0.13% | 2025-12-31 |
| 97 | Standpoint Asset Management, LLC | 889,500 | $71.4M | 0.13% | 2025-12-31 |
| 98 | Allen Capital Group, LLC | 888,348 | $71.3M | 0.13% | 2025-12-31 |
| 99 | Vertex Planning Partners, LLC | 882,936 | $70.8M | 0.13% | 2025-12-31 |
| 100 | INTEGRITY ALLIANCE, LLC. | 844,830 | $67.8M | 0.12% | 2025-12-31 |
| 101 | PRINCIPAL SECURITIES, INC. | 833,868 | $66.9M | 0.12% | 2025-12-31 |
| 102 | Leading Edge Financial Planning LLC | 831,668 | $66.7M | 0.12% | 2025-12-31 |
| 103 | Dynamic Advisor Solutions LLC | 831,519 | $66.7M | 0.12% | 2025-12-31 |
| 104 | Solitude Financial Services | 829,478 | $66.5M | 0.12% | 2025-12-31 |
| 105 | CFS Investment Advisory Services, LLC | 824,478 | $66.1M | 0.12% | 2025-12-31 |
| 106 | O'Brien Wealth Partners LLC | 812,351 | $65.2M | 0.11% | 2025-12-31 |
| 107 | IAG Wealth Partners, LLC | 812,288 | $65.2M | 0.11% | 2025-12-31 |
| 108 | KICKSTAND VENTURES, LLC. | 810,575 | $65.0M | 0.11% | 2025-12-31 |
| 109 | Signal Advisors Wealth, LLC | 803,731 | $64.5M | 0.11% | 2025-12-31 |
| 110 | Stone House Investment Management, LLC | 797,710 | $64.0M | 0.11% | 2025-12-31 |
| 111 | Lifelong Wealth Advisors, Inc. | 795,893 | $63.8M | 0.11% | 2025-12-31 |
| 112 | Detalus Advisors, LLC | 795,620 | $63.8M | 0.11% | 2025-12-31 |
| 113 | PENOBSCOT WEALTH MANAGEMENT | 778,986 | $62.5M | 0.11% | 2025-12-31 |
| 114 | Auour Investments LLC | 776,908 | $62.3M | 0.11% | 2025-12-31 |
| 115 | ODonnell Financial Services, LLC | 766,923 | $61.5M | 0.11% | 2025-12-31 |
| 116 | Wealthspire Advisors, LLC | 766,919 | $61.5M | 0.11% | 2025-12-31 |
| 117 | DENVER WEALTH MANAGEMENT, INC. | 761,515 | $61.1M | 0.11% | 2025-12-31 |
| 118 | EARNED WEALTH ADVISORS, LLC | 748,147 | $60.0M | 0.11% | 2025-12-31 |
| 119 | Snowden Capital Advisors LLC | 744,242 | $59.7M | 0.10% | 2025-12-31 |
| 120 | Private Wealth Group, LLC | 743,023 | $59.6M | 0.10% | 2025-12-31 |
| 121 | New Perspectives, Inc | 735,219 | $59.0M | 0.10% | 2025-12-31 |
| 122 | Americana Partners, LLC | 733,516 | $58.8M | 0.10% | 2025-12-31 |
| 123 | NORTH STAR ASSET MANAGEMENT INC | 732,162 | $58.7M | 0.10% | 2025-12-31 |
| 124 | CAHABA WEALTH MANAGEMENT, INC. | 720,187 | $57.8M | 0.10% | 2025-12-31 |
| 125 | Western Wealth Management, LLC | 718,479 | $57.6M | 0.10% | 2025-12-31 |
| 126 | Lido Advisors, LLC | 700,995 | $55.7M | 0.10% | 2025-12-31 |
| 127 | WBH ADVISORY INC | 692,609 | $55.6M | 0.10% | 2025-12-31 |
| 128 | Clear Creek Financial Management, LLC | 684,287 | $54.9M | 0.10% | 2025-12-31 |
| 129 | Focus Partners Wealth | 676,211 | $54.2M | 0.09% | 2025-12-31 |
| 130 | Tull Financial Group, Inc. | 671,395 | $53.9M | 0.09% | 2025-12-31 |
| 131 | Farther Finance Advisors, LLC | 670,081 | $53.8M | 0.09% | 2025-12-31 |
| 132 | HARBOUR INVESTMENTS, INC. | 664,814 | $53.3M | 0.09% | 2025-12-31 |
| 133 | HM PAYSON & CO | 663,706 | $53.2M | 0.09% | 2025-12-31 |
| 134 | Procyon Advisors, LLC | 656,464 | $52.7M | 0.09% | 2025-12-31 |
| 135 | Global View Capital Management LLC | 649,985 | $52.1M | 0.09% | 2025-12-31 |
| 136 | FIFTH THIRD BANCORP | 649,465 | $52.1M | 0.09% | 2025-12-31 |
| 137 | Financial Enhancement Group LLC | 643,969 | $51.9M | 0.09% | 2025-12-31 |
| 138 | Badgley Phelps Wealth Managers, LLC | 645,628 | $51.8M | 0.09% | 2025-12-31 |
| 139 | CCG WEALTH MANAGEMENT, LLC | 626,996 | $50.3M | 0.09% | 2025-12-31 |
| 140 | Gladstone Institutional Advisory LLC | 613,111 | $49.2M | 0.09% | 2025-12-31 |
| 141 | Brookstone Capital Management | 605,575 | $48.6M | 0.08% | 2025-12-31 |
| 142 | Cornerstone Wealth Management, LLC | 602,166 | $48.3M | 0.08% | 2025-12-31 |
| 143 | LIBERTY SQUARE WEALTH PARTNERS LLC | 601,095 | $48.2M | 0.08% | 2025-12-31 |
| 144 | ARMSTRONG ADVISORY GROUP, INC | 596,970 | $47.9M | 0.08% | 2025-12-31 |
| 145 | PRINCIPAL FINANCIAL GROUP INC | 595,620 | $47.8M | 0.08% | 2025-12-31 |
| 146 | Strategic Financial Partners, Ltd. | 592,838 | $47.6M | 0.08% | 2025-12-31 |
| 147 | Equitable Holdings, Inc. | 583,941 | $46.8M | 0.08% | 2025-12-31 |
| 148 | One Wealth Advisors, LLC | 581,253 | $46.6M | 0.08% | 2025-12-31 |
| 149 | First Heartland Consultants, Inc. | 580,485 | $46.6M | 0.08% | 2025-12-31 |
| 150 | Compass Ion Advisors, LLC | 578,665 | $46.4M | 0.08% | 2025-12-31 |
| 151 | Waverly Advisors, LLC | 576,825 | $46.3M | 0.08% | 2025-12-31 |
| 152 | IFP Advisors, Inc | 572,861 | $44.9M | 0.08% | 2025-12-31 |
| 153 | Sequoia Financial Advisors, LLC | 558,238 | $44.8M | 0.08% | 2025-12-31 |
| 154 | Petix & Botte Co | 558,055 | $44.8M | 0.08% | 2025-12-31 |
| 155 | Bank of New York Mellon Corp | 552,253 | $44.3M | 0.08% | 2025-12-31 |
| 156 | Geneos Wealth Management Inc. | 552,035 | $44.3M | 0.08% | 2025-12-31 |
| 157 | Rockbridge Investment Management, LCC | 541,279 | $43.4M | 0.07% | 2025-12-31 |
| 158 | FLAGSHIP HARBOR ADVISORS, LLC | 540,842 | $43.4M | 0.07% | 2025-12-31 |
| 159 | CLIENT 1ST ADVISORY GROUP, LLC | 532,188 | $42.7M | 0.07% | 2025-12-31 |
| 160 | Jackson Wealth Management, LLC | 530,805 | $42.6M | 0.07% | 2025-12-31 |
| 161 | Investment Planning Advisors, Inc. | 524,092 | $42.0M | 0.07% | 2025-12-31 |
| 162 | Keystone Financial Group | 523,900 | $42.0M | 0.07% | 2025-12-31 |
| 163 | MONECO Advisors, LLC | 522,585 | $41.9M | 0.07% | 2025-12-31 |
| 164 | PSI Advisors, LLC | 519,522 | $41.7M | 0.07% | 2025-12-31 |
| 165 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 513,392 | $41.2M | 0.07% | 2025-12-31 |
| 166 | Highland Financial Advisors, LLC | 508,404 | $40.8M | 0.07% | 2025-12-31 |
| 167 | Walkner Condon Financial Advisors LLC | 505,783 | $40.6M | 0.07% | 2025-12-31 |
| 168 | Buttonwood Financial Group, LLC | 496,741 | $40.6M | 0.07% | 2025-12-31 |
| 169 | Quantum Financial Planning Services, Inc. | 505,571 | $40.6M | 0.07% | 2025-12-31 |
| 170 | NICOLET BANKSHARES INC | 500,712 | $40.2M | 0.07% | 2025-12-31 |
| 171 | Crown Wealth Group, LLC | 494,893 | $39.7M | 0.07% | 2025-12-31 |
| 172 | KMG FIDUCIARY PARTNERS, LLC | 492,086 | $39.5M | 0.07% | 2025-12-31 |
| 173 | Bricktown Capital, LLC | 491,750 | $39.4M | 0.07% | 2025-12-31 |
| 174 | Security Financial Services, INC. | 485,406 | $38.9M | 0.07% | 2025-12-31 |
| 175 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 483,135 | $38.8M | 0.07% | 2025-12-31 |
| 176 | Compass Financial Services Inc | 477,690 | $38.3M | 0.07% | 2025-12-31 |
| 177 | Broadway Wealth Solutions, Inc. | 473,455 | $38.0M | 0.06% | 2025-12-31 |
| 178 | Louisiana State Employees Retirement System | 459,900 | $36.9M | 0.06% | 2025-12-31 |
| 179 | BlackRock, Inc. | 458,660 | $36.8M | 0.06% | 2025-12-31 |
| 180 | Sanctuary Advisors, LLC | 456,531 | $36.6M | 0.06% | 2025-12-31 |
| 181 | Mueller Wealth, LLC | 455,796 | $36.6M | 0.06% | 2025-12-31 |
| 182 | PFG Advisors | 452,727 | $36.3M | 0.06% | 2025-12-31 |
| 183 | Richmond Investment Services, LLC | 451,131 | $36.2M | 0.06% | 2025-12-31 |
| 184 | Ridgeline Wealth Planning, LLC | 448,029 | $35.9M | 0.06% | 2025-12-31 |
| 185 | Bauman Advisory Group, LLC | 445,771 | $35.8M | 0.06% | 2025-12-31 |
| 186 | Montz Harcus Wealth Management LLC | 440,475 | $35.3M | 0.06% | 2025-12-31 |
| 187 | Merit Financial Group, LLC | 440,091 | $35.3M | 0.06% | 2025-12-31 |
| 188 | LVW Advisors, LLC | 434,372 | $34.8M | 0.06% | 2025-12-31 |
| 189 | MONETA GROUP INVESTMENT ADVISORS LLC | 428,624 | $34.4M | 0.06% | 2025-12-31 |
| 190 | Horst & Graben Wealth Management LLC | 423,839 | $34.0M | 0.06% | 2025-12-31 |
| 191 | Physician Wealth Advisors, Inc. | 415,737 | $33.4M | 0.06% | 2025-12-31 |
| 192 | NFP Retirement, Inc. | 413,637 | $33.2M | 0.06% | 2025-12-31 |
| 193 | Leo Wealth, LLC | 412,887 | $33.2M | 0.06% | 2025-12-31 |
| 194 | Carnegie Investment Counsel | 412,877 | $33.1M | 0.06% | 2025-12-31 |
| 195 | Macco Financial Group, Inc. | 409,872 | $32.9M | 0.06% | 2025-12-31 |
| 196 | Kelman-Lazarov, Inc. | 409,641 | $32.9M | 0.06% | 2025-12-31 |
| 197 | Henderson Brothers Financial Partners, LLC | 409,057 | $32.8M | 0.06% | 2025-12-31 |
| 198 | Hills Bank & Trust Co | 408,259 | $32.8M | 0.06% | 2025-12-31 |
| 199 | Eldridge Investment Advisors, Inc. | 407,093 | $32.7M | 0.06% | 2025-12-31 |
| 200 | Voya Investment Management LLC | 406,730 | $32.6M | 0.06% | 2025-12-31 |
| 201 | Scarborough Advisors, LLC | 399,204 | $32.0M | 0.05% | 2025-12-31 |
| 202 | AMERICAN CENTURY COMPANIES INC | 395,328 | $31.7M | 0.05% | 2025-12-31 |
| 203 | BANK OF NOVA SCOTIA | 380,530 | $30.8M | 0.05% | 2025-12-31 |
| 204 | Orion Porfolio Solutions, LLC | 381,223 | $30.6M | 0.05% | 2025-12-31 |
| 205 | Segment Wealth Management, LLC | 372,711 | $29.9M | 0.05% | 2025-12-31 |
| 206 | Cypress Wealth Services, LLC | 367,295 | $29.5M | 0.05% | 2025-12-31 |
| 207 | Leslie Global Wealth, LLC | 364,129 | $29.2M | 0.05% | 2025-12-31 |
| 208 | KINGSWOOD WEALTH ADVISORS, LLC | 362,880 | $29.1M | 0.05% | 2025-12-31 |
| 209 | LEVEL FOUR ADVISORY SERVICES, LLC | 362,274 | $29.1M | 0.05% | 2025-12-31 |
| 210 | Cerity Partners LLC | 356,855 | $28.6M | 0.05% | 2025-12-31 |
| 211 | Forefront Wealth Partners, LLC | 356,488 | $28.6M | 0.05% | 2025-12-31 |
| 212 | HUB Investment Partners, LLC | 355,786 | $28.5M | 0.05% | 2025-12-31 |
| 213 | NBC SECURITIES, INC. | 355,367 | $28.5M | 0.05% | 2025-12-31 |
| 214 | THRYVE WEALTH MANAGEMENT LLC | 346,550 | $27.8M | 0.05% | 2025-12-31 |
| 215 | RFG Advisory, LLC | 345,088 | $27.7M | 0.05% | 2025-12-31 |
| 216 | NOTTINGHAM ADVISORS, INC. | 344,543 | $27.6M | 0.05% | 2025-12-31 |
| 217 | Ausdal Financial Partners, Inc. | 340,513 | $27.3M | 0.05% | 2025-12-31 |
| 218 | Simplicity Wealth,LLC | 337,798 | $27.1M | 0.04% | 2025-12-31 |
| 219 | Fifth Third Securities, Inc. | 337,687 | $27.1M | 0.04% | 2025-12-31 |
| 220 | Vivaldi Capital Management LP | 335,360 | $26.9M | 0.04% | 2025-12-31 |
| 221 | AlphaCore Capital LLC | 334,956 | $26.9M | 0.04% | 2025-12-31 |
| 222 | SFG Wealth Management, LLC. | 333,938 | $26.8M | 0.04% | 2025-12-31 |
| 223 | POM Investment Strategies, LLC | 333,281 | $26.7M | 0.04% | 2025-12-31 |
| 224 | Arvest Bank Trust Division | 332,101 | $26.6M | 0.04% | 2025-12-31 |
| 225 | NOVEM GROUP | 329,476 | $26.4M | 0.04% | 2025-12-31 |
| 226 | TSA Wealth Managment LLC | 325,130 | $26.1M | 0.04% | 2025-12-31 |
| 227 | Mayflower Financial Advisors, LLC | 324,040 | $26.0M | 0.04% | 2025-12-31 |
| 228 | West Wealth Group, LLC | 323,884 | $26.0M | 0.04% | 2025-12-31 |
| 229 | Maia Wealth LLC | 323,300 | $25.9M | 0.04% | 2025-12-31 |
| 230 | VERUS CAPITAL PARTNERS, LLC | 322,305 | $25.9M | 0.04% | 2025-12-31 |
| 231 | PANORAMIC INVESTMENT ADVISORS, LLC | 322,251 | $25.9M | 0.04% | 2025-12-31 |
| 232 | Wealth Advisors of Iowa, LLC | 320,790 | $25.7M | 0.04% | 2025-12-31 |
| 233 | Lloyd Advisory Services, LLC. | 320,397 | $25.7M | 0.04% | 2025-12-31 |
| 234 | Wealth Advisory Solutions, LLC | 320,330 | $25.7M | 0.04% | 2025-12-31 |
| 235 | Savant Capital, LLC | 318,642 | $25.6M | 0.04% | 2025-12-31 |
| 236 | BRADLEY FOSTER & SARGENT INC/CT | 317,471 | $25.5M | 0.04% | 2025-12-31 |
| 237 | STIFEL FINANCIAL CORP | 317,245 | $25.4M | 0.04% | 2025-12-31 |
| 238 | SYKON CAPITAL LLC | 315,691 | $25.3M | 0.04% | 2025-12-31 |
| 239 | Steele Capital Management, Inc. | 311,559 | $25.0M | 0.04% | 2025-12-31 |
| 240 | AQR CAPITAL MANAGEMENT LLC | 310,786 | $24.9M | 0.04% | 2025-12-31 |
| 241 | Goodman Advisory Group, LLC | 310,506 | $24.9M | 0.04% | 2025-12-31 |
| 242 | Keel Point, LLC | 308,292 | $24.7M | 0.04% | 2025-12-31 |
| 243 | PNC Financial Services Group, Inc. | 306,709 | $24.6M | 0.04% | 2025-12-31 |
| 244 | MidWestOne Financial Group, Inc. | 305,889 | $24.5M | 0.04% | 2025-12-31 |
| 245 | CBM Financial, LLC | 303,077 | $24.5M | 0.04% | 2025-12-31 |
| 246 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 304,665 | $24.4M | 0.04% | 2025-12-31 |
| 247 | Stonebrook Private Inc. | 304,540 | $24.4M | 0.04% | 2025-12-31 |
| 248 | AXXCESS WEALTH MANAGEMENT, LLC | 304,285 | $24.4M | 0.04% | 2025-12-31 |
| 249 | McMill Wealth Management | 304,128 | $24.4M | 0.04% | 2025-12-31 |
| 250 | IFG Advisory, LLC | 298,724 | $24.0M | 0.04% | 2025-12-31 |
| 251 | Baird Financial Group, Inc. | 296,967 | $23.8M | 0.04% | 2025-12-31 |
| 252 | MGO ONE SEVEN LLC | 291,809 | $23.4M | 0.04% | 2025-12-31 |
| 253 | ARRIEN INVESTMENTS, INC. | 290,173 | $23.3M | 0.04% | 2025-12-31 |
| 254 | Gateway Wealth Partners, LLC | 284,720 | $22.8M | 0.04% | 2025-12-31 |
| 255 | Clarus Group, Inc. | 284,081 | $22.8M | 0.04% | 2025-12-31 |
| 256 | Accelerate Investment Advisors LLC | 282,374 | $22.7M | 0.04% | 2025-12-31 |
| 257 | Independent Advisor Alliance | 280,232 | $22.5M | 0.04% | 2025-12-31 |
| 258 | Core Wealth Advisors, Inc. | 276,516 | $22.2M | 0.04% | 2025-12-31 |
| 259 | CALTON & ASSOCIATES, INC. | 276,471 | $22.2M | 0.04% | 2025-12-31 |
| 260 | BANK OF MONTREAL /CAN/ | 276,176 | $22.2M | 0.04% | 2025-12-31 |
| 261 | JANE STREET GROUP, LLC | 275,800 | $22.1M | 0.04% | 2025-12-31 |
| 262 | Kagan Cocozza Asset Management | 274,562 | $22.0M | 0.04% | 2025-12-31 |
| 263 | RETIREMENT FINANCIAL SOLUTIONS, LLC | 269,851 | $21.6M | 0.03% | 2025-12-31 |
| 264 | Archford Capital Strategies, LLC | 269,002 | $21.6M | 0.03% | 2025-12-31 |
| 265 | Diversify Advisory Services, LLC | 263,151 | $21.4M | 0.03% | 2025-12-31 |
| 266 | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 266,614 | $21.4M | 0.03% | 2025-12-31 |
| 267 | Beacon Capital Management, Inc. | 264,331 | $21.2M | 0.03% | 2025-12-31 |
| 268 | TABLEAUX LLC | 360,717 | $21.2M | 0.05% | 2025-12-31 |
| 269 | Atlas Private Wealth Advisors | 263,012 | $21.1M | 0.03% | 2025-12-31 |
| 270 | Wise Wealth Partners | 256,106 | $20.5M | 0.03% | 2025-12-31 |
| 271 | Legacy Advisory Services, LLC | 253,869 | $20.4M | 0.03% | 2025-12-31 |
| 272 | Strategic Blueprint, LLC | 250,618 | $20.1M | 0.03% | 2025-12-31 |
| 273 | Focus Financial Network, Inc. | 248,554 | $19.9M | 0.03% | 2025-12-31 |
| 274 | EVERMAY WEALTH MANAGEMENT LLC | 248,277 | $19.9M | 0.03% | 2025-12-31 |
| 275 | Investors Research Corp | 248,254 | $19.9M | 0.03% | 2025-12-31 |
| 276 | CITADEL ADVISORS LLC | 243,500 | $19.5M | 0.03% | 2025-12-31 |
| 277 | Vestmark Advisory Solutions, Inc. | 241,850 | $19.4M | 0.03% | 2025-12-31 |
| 278 | Luken Investment Analytics, LLC | 240,385 | $19.3M | 0.03% | 2025-12-31 |
| 279 | Archer Investment Corp | 239,916 | $19.2M | 0.03% | 2025-12-31 |
| 280 | Focus Partners Advisor Solutions, LLC | 239,228 | $19.2M | 0.03% | 2025-12-31 |
| 281 | TRUIST FINANCIAL CORP | 238,657 | $19.1M | 0.03% | 2025-12-31 |
| 282 | Blue Water Asset Management | 237,824 | $19.1M | 0.03% | 2025-12-31 |
| 283 | Windsor Capital Management, LLC | 236,562 | $19.0M | 0.03% | 2025-12-31 |
| 284 | Corient Private Wealth LLC | 250,292 | $19.0M | 0.03% | 2025-12-31 |
| 285 | Capital Advantage, Inc. | 232,631 | $18.7M | 0.03% | 2025-12-31 |
| 286 | CAPITAL FINANCIAL GROUP INC\CO\ /ADV | 230,740 | $18.5M | 0.03% | 2025-12-31 |
| 287 | Belpointe Asset Management LLC | 229,628 | $18.4M | 0.03% | 2025-12-31 |
| 288 | MARIPAU WEALTH MANAGEMENT LLC | 227,302 | $18.2M | 0.03% | 2025-12-31 |
| 289 | Bay Capital Advisors, LLC | 227,071 | $18.2M | 0.03% | 2025-12-31 |
| 290 | Coppell Advisory Solutions LLC | 224,314 | $18.1M | 0.03% | 2025-12-31 |
| 291 | CARY STREET PARTNERS FINANCIAL LLC | 224,152 | $18.0M | 0.03% | 2025-12-31 |
| 292 | Asset Allocation Strategies LLC | 223,827 | $18.0M | 0.03% | 2025-12-31 |
| 293 | LEGACY SOLUTIONS, LLC | 223,648 | $17.9M | 0.03% | 2025-12-31 |
| 294 | Curtis Advisory Group, LLC | 223,388 | $17.9M | 0.03% | 2025-12-31 |
| 295 | Fortitude Financial, LLC | 223,358 | $17.9M | 0.03% | 2025-12-31 |
| 296 | AdvisorNet Financial, Inc | 222,100 | $17.8M | 0.03% | 2025-12-31 |
| 297 | IMC-Chicago, LLC | 221,234 | $17.7M | 0.03% | 2025-12-31 |
| 298 | Gen-Wealth Partners Inc | 218,868 | $17.6M | 0.03% | 2025-12-31 |
| 299 | Advisory Alpha, LLC | 218,742 | $17.5M | 0.03% | 2025-12-31 |
| 300 | Valtinson Bruner Financial Planning LLC | 217,816 | $17.5M | 0.03% | 2025-12-31 |
| 301 | Concurrent Investment Advisors, LLC | 217,319 | $17.4M | 0.03% | 2025-12-31 |
| 302 | S. R. Schill & Associates | 216,924 | $17.4M | 0.03% | 2025-12-31 |
| 303 | ARWA LLC | 216,443 | $17.4M | 0.03% | 2025-12-31 |
| 304 | FMR LLC | 215,836 | $17.3M | 0.03% | 2025-12-31 |
| 305 | RBF Capital, LLC | 214,574 | $17.2M | 0.03% | 2025-12-31 |
| 306 | CoreCap Advisors, LLC | 212,842 | $17.1M | 0.03% | 2025-12-31 |
| 307 | Forthright Family Wealth Advisory LLC | 209,322 | $16.8M | 0.03% | 2025-12-31 |
| 308 | Merkkuri Wealth Advisors LLC | 205,912 | $16.5M | 0.03% | 2025-12-31 |
| 309 | Brown Financial Advisors | 204,769 | $16.4M | 0.03% | 2025-12-31 |
| 310 | Selective Wealth Management, Inc. | 200,244 | $16.3M | 0.02% | 2025-12-31 |
| 311 | Chicago Partners Investment Group LLC | 200,015 | $16.2M | 0.02% | 2025-12-31 |
| 312 | NBZ Investment Advisors LLC | 201,549 | $16.2M | 0.02% | 2025-12-31 |
| 313 | Ridgeline Wealth, LLC | 201,328 | $16.2M | 0.02% | 2025-12-31 |
| 314 | CITIZENS FINANCIAL GROUP INC/RI | 200,174 | $16.1M | 0.02% | 2025-12-31 |
| 315 | Kingsview Wealth Management, LLC | 199,671 | $16.0M | 0.02% | 2025-12-31 |
| 316 | Mattson Financial Services, LLC | 199,537 | $16.0M | 0.02% | 2025-12-31 |
| 317 | Atria Investments, Inc | 198,401 | $15.9M | 0.02% | 2025-12-31 |
| 318 | NovaPoint Capital, LLC | 198,298 | $15.9M | 0.02% | 2025-12-31 |
| 319 | RENAISSANCE TECHNOLOGIES LLC | 198,100 | $15.9M | 0.02% | 2025-12-31 |
| 320 | CAPTRUST FINANCIAL ADVISORS | 197,877 | $15.9M | 0.02% | 2025-12-31 |
| 321 | BENJAMIN EDWARDS INC | 196,442 | $15.8M | 0.02% | 2025-12-31 |
| 322 | Cornerstone Wealth Group, LLC | 194,179 | $15.6M | 0.02% | 2025-12-31 |
| 323 | Waterloo Capital, L.P. | 194,087 | $15.6M | 0.02% | 2025-12-31 |
| 324 | Mutual Advisors, LLC | 193,974 | $15.6M | 0.02% | 2025-12-31 |
| 325 | RATIONAL ADVISORS, INC. | 192,951 | $15.5M | 0.02% | 2025-12-31 |
| 326 | SkyOak Wealth, LLC | 189,742 | $15.2M | 0.02% | 2025-12-31 |
| 327 | Hobbs Group Advisors, LLC | 188,556 | $15.1M | 0.02% | 2025-12-31 |
| 328 | Quadrant Private Wealth Management, LLC | 188,544 | $15.1M | 0.02% | 2025-12-31 |
| 329 | Meridian Wealth Management, LLC | 187,100 | $15.0M | 0.02% | 2025-12-31 |
| 330 | Fragasso Financial Advisors Inc | 186,009 | $14.9M | 0.02% | 2025-12-31 |
| 331 | Sowell Financial Services LLC | 184,788 | $14.8M | 0.02% | 2025-12-31 |
| 332 | United Asset Strategies, Inc. | 182,438 | $14.6M | 0.02% | 2025-12-31 |
| 333 | MONEY CONCEPTS CAPITAL CORP | 182,305 | $14.6M | 0.02% | 2025-12-31 |
| 334 | Hobbs Wealth Management, LLC | 180,796 | $14.5M | 0.02% | 2025-12-31 |
| 335 | ABOUND FINANCIAL, LLC | 180,767 | $14.5M | 0.02% | 2025-12-31 |
| 336 | Keystone Financial Services, LLC | 179,994 | $14.4M | 0.02% | 2025-12-31 |
| 337 | NATIONAL BANK OF CANADA /FI/ | 178,951 | $14.4M | 0.02% | 2025-12-31 |
| 338 | SHEETS SMITH WEALTH MANAGEMENT | 178,554 | $14.3M | 0.02% | 2025-12-31 |
| 339 | Crestwood Advisors Group, LLC | 178,461 | $14.3M | 0.02% | 2025-12-31 |
| 340 | Valmark Advisers, Inc. | 175,505 | $14.1M | 0.02% | 2025-12-31 |
| 341 | LINCOLN CAPITAL CORP | 175,313 | $14.1M | 0.02% | 2025-12-31 |
| 342 | Tidemark, LLC | 175,130 | $14.0M | 0.02% | 2025-12-31 |
| 343 | Foundations Investment Advisors, LLC | 175,018 | $14.0M | 0.02% | 2025-12-31 |
| 344 | PCG Wealth Advisors, LLC | 173,960 | $14.0M | 0.02% | 2025-12-31 |
| 345 | Legacy Wealth Management, LLC / MS | 173,850 | $13.9M | 0.02% | 2025-12-31 |
| 346 | BLAIR WILLIAM & CO/IL | 173,758 | $13.9M | 0.02% | 2025-12-31 |
| 347 | OMNI 360 Wealth, Inc. | 170,730 | $13.9M | 0.02% | 2025-12-31 |
| 348 | VestGen Advisors, LLC | 171,194 | $13.7M | 0.02% | 2025-12-31 |
| 349 | RAINIER FAMILY WEALTH INC | 171,051 | $13.7M | 0.02% | 2025-12-31 |
| 350 | WealthTrak Capital Management LLC | 169,979 | $13.6M | 0.02% | 2025-12-31 |
| 351 | Fosun International Ltd | 169,500 | $13.6M | 0.02% | 2025-12-31 |
| 352 | Towercrest Capital Management | 169,228 | $13.6M | 0.02% | 2025-12-31 |
| 353 | Tortoise Investment Management, LLC | 167,397 | $13.4M | 0.02% | 2025-12-31 |
| 354 | Financial Futures Ltd Liability Co. | 166,274 | $13.3M | 0.02% | 2025-12-31 |
| 355 | MKT Advisors LLC | 164,649 | $13.3M | 0.02% | 2025-12-31 |
| 356 | Pinnacle Wealth Planning Services, Inc. | 165,548 | $13.3M | 0.02% | 2025-12-31 |
| 357 | OARSMAN CAPITAL, INC. | 165,466 | $13.3M | 0.02% | 2025-12-31 |
| 358 | GenWealth Group, Inc. | 162,785 | $13.3M | 0.02% | 2025-12-31 |
| 359 | Slagle Financial, LLC | 163,927 | $13.2M | 0.02% | 2025-12-31 |
| 360 | NWAM LLC | 163,271 | $12.9M | 0.02% | 2025-12-31 |
| 361 | Cannon Wealth Management Services, LLC | 160,236 | $12.9M | 0.02% | 2025-12-31 |
| 362 | Elevated Capital Advisors, LLC | 159,984 | $12.8M | 0.02% | 2025-12-31 |
| 363 | Total Clarity Wealth Management, Inc. | 158,643 | $12.7M | 0.02% | 2025-12-31 |
| 364 | Daviman Financial, LLC | 158,630 | $12.7M | 0.02% | 2025-12-31 |
| 365 | Arkadios Wealth Advisors | 158,154 | $12.7M | 0.02% | 2025-12-31 |
| 366 | Park Place Capital Corp | 157,833 | $12.7M | 0.02% | 2025-12-31 |
| 367 | MidFirst Bank | 157,429 | $12.6M | 0.02% | 2025-12-31 |
| 368 | Fortis Group Advisors, LLC | 155,056 | $12.6M | 0.02% | 2025-12-31 |
| 369 | Stone Summit Wealth LLC | 156,733 | $12.6M | 0.02% | 2025-12-31 |
| 370 | Ethos Financial Group, LLC | 153,470 | $12.3M | 0.02% | 2025-12-31 |
| 371 | Astoria Portfolio Advisors LLC. | 152,304 | $12.2M | 0.02% | 2025-12-31 |
| 372 | Advisor OS, LLC | 152,394 | $12.2M | 0.02% | 2025-12-31 |
| 373 | Independent Wealth Network Inc. | 152,138 | $12.2M | 0.02% | 2025-12-31 |
| 374 | M1 Capital Management LLC | 150,657 | $12.1M | 0.02% | 2025-12-31 |
| 375 | Marathon Strategic Advisors, LLC | 149,672 | $12.0M | 0.02% | 2025-12-31 |
| 376 | Clarity Retirement & Wealth, LLC | 149,175 | $12.0M | 0.02% | 2025-12-31 |
| 377 | Savvy Advisors, Inc. | 147,748 | $11.9M | 0.02% | 2025-12-31 |
| 378 | DAVENPORT & Co LLC | 147,073 | $11.8M | 0.02% | 2025-12-31 |
| 379 | Perennial Investment Advisors, LLC | 145,781 | $11.7M | 0.02% | 2025-12-31 |
| 380 | Pathstone Holdings, LLC | 145,091 | $11.6M | 0.02% | 2025-12-31 |
| 381 | Rockefeller Capital Management L.P. | 144,923 | $11.6M | 0.02% | 2025-12-31 |
| 382 | Ashton Thomas Private Wealth, LLC | 143,721 | $11.5M | 0.02% | 2025-12-31 |
| 383 | Paladin Wealth, LLC | 143,654 | $11.5M | 0.02% | 2025-12-31 |
| 384 | B.O.S.S. Retirement Advisors, LLC | 143,410 | $11.5M | 0.02% | 2025-12-31 |
| 385 | Advisory Services Network, LLC | 140,587 | $11.3M | 0.02% | 2025-12-31 |
| 386 | Wealthcare Capital Partners, LLC | 139,972 | $11.2M | 0.02% | 2025-12-31 |
| 387 | Guardian Asset Advisors, LLC | 139,255 | $11.2M | 0.02% | 2025-12-31 |
| 388 | CUTLER INVESTMENT COUNSEL LLC | 137,541 | $11.0M | 0.02% | 2025-12-31 |
| 389 | Venture Visionary Partners LLC | 136,085 | $11.0M | 0.02% | 2025-12-31 |
| 390 | Alliance Wealth Management Group | 136,452 | $10.9M | 0.02% | 2025-12-31 |
| 391 | FSB PREMIER WEALTH MANAGEMENT, INC. | 135,658 | $10.9M | 0.02% | 2025-12-31 |
| 392 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 135,620 | $10.9M | 0.02% | 2025-12-31 |
| 393 | JBR Co Financial Management Inc | 135,446 | $10.9M | 0.02% | 2025-12-31 |
| 394 | US BANCORP \DE\ | 133,940 | $10.7M | 0.01% | 2025-12-31 |
| 395 | Vantage Point Financial LLC | 133,913 | $10.7M | 0.01% | 2025-12-31 |
| 396 | Lord & Richards Wealth Management, LLC | 133,792 | $10.7M | 0.01% | 2025-12-31 |
| 397 | HOLLENCREST CAPITAL MANAGEMENT | 133,493 | $10.7M | 0.01% | 2025-12-31 |
| 398 | BIP Wealth, LLC | 130,403 | $10.5M | 0.01% | 2025-12-31 |
| 399 | Integrity Advisory Solutions, LLC | 130,323 | $10.5M | 0.01% | 2025-12-31 |
| 400 | ARVEST INVESTMENTS, INC. | 128,988 | $10.3M | 0.01% | 2025-12-31 |
| 401 | Cordoba Advisory Partners LLC | 128,987 | $10.3M | 0.01% | 2025-12-31 |
| 402 | Apeiron RIA LLC | 125,250 | $10.2M | 0.01% | 2025-12-31 |
| 403 | StoneCrest Wealth Management, Inc. | 127,642 | $10.2M | 0.01% | 2025-12-31 |
| 404 | NAPLES GLOBAL ADVISORS, LLC | 127,427 | $10.2M | 0.01% | 2025-12-31 |
| 405 | Black Swift Group, LLC | 127,212 | $10.2M | 0.01% | 2025-12-31 |
| 406 | Pine Valley Investments Ltd Liability Co | 126,865 | $10.2M | 0.01% | 2025-12-31 |
| 407 | HOWARD BAILEY SECURITIES, LLC | 128,911 | $10.1M | 0.01% | 2025-12-31 |
| 408 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 124,111 | $10.0M | 0.01% | 2025-12-31 |
| 409 | Strategic Advisors LLC | 123,448 | $9.9M | 0.01% | 2025-12-31 |
| 410 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 122,793 | $9.9M | 0.01% | 2025-12-31 |
| 411 | Jump Financial, LLC | 121,614 | $9.8M | 0.01% | 2025-12-31 |
| 412 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 121,474 | $9.7M | 0.01% | 2025-12-31 |
| 413 | OPTIMA CAPITAL LLC | 121,280 | $9.7M | 0.01% | 2025-12-31 |
| 414 | Baltimore-Washington Financial Advisors, Inc. | 120,474 | $9.7M | 0.01% | 2025-12-31 |
| 415 | Upper Left Wealth Management, LLC | 120,443 | $9.7M | 0.01% | 2025-12-31 |
| 416 | EP Wealth Advisors, LLC | 120,364 | $9.7M | 0.01% | 2025-12-31 |
| 417 | CreativeOne Wealth, LLC | 120,079 | $9.6M | 0.01% | 2025-12-31 |
| 418 | Clarus Wealth Advisors | 117,948 | $9.6M | 0.01% | 2025-12-31 |
| 419 | GUARDIAN WEALTH ADVISORS, LLC / NC | 120,002 | $9.6M | 0.01% | 2025-12-31 |
| 420 | Alesco Advisors LLC | 119,399 | $9.6M | 0.01% | 2025-12-31 |
| 421 | Apollon Financial, LLC | 119,311 | $9.6M | 0.01% | 2025-12-31 |
| 422 | WEALTHCARE CAPITAL MANAGEMENT LLC | 118,956 | $9.5M | 0.01% | 2025-12-31 |
| 423 | Tower View Wealth Management LLC | 118,769 | $9.5M | 0.01% | 2025-12-31 |
| 424 | Bull Oak Capital, LLC | 118,301 | $9.5M | 0.01% | 2025-12-31 |
| 425 | Arcadia Wealth Management, LLC | 117,295 | $9.4M | 0.01% | 2025-12-31 |
| 426 | Cobblestone Asset Management LLC | 116,867 | $9.4M | 0.01% | 2025-12-31 |
| 427 | Worth Asset Management, LLC | 115,659 | $9.3M | 0.01% | 2025-12-31 |
| 428 | Transamerica Financial Advisors, LLC | 115,627 | $9.3M | 0.01% | 2025-12-31 |
| 429 | Tradition Wealth Management, LLC | 115,395 | $9.3M | 0.01% | 2025-12-31 |
| 430 | Empower Advisory Group, LLC | 114,862 | $9.2M | 0.01% | 2025-12-31 |
| 431 | Beacon Pointe Advisors, LLC | 113,381 | $9.1M | 0.01% | 2025-12-31 |
| 432 | Golden State Wealth Management, LLC | 113,300 | $9.1M | 0.01% | 2025-12-31 |
| 433 | Summit Financial, LLC | 112,802 | $9.0M | 0.01% | 2025-12-31 |
| 434 | UPTICK PARTNERS, LLC | 112,593 | $9.0M | 0.01% | 2025-12-31 |
| 435 | Independence Wealth Advisors, LLC | 112,084 | $9.0M | 0.01% | 2025-12-31 |
| 436 | Triad Wealth Partners, LLC | 111,097 | $8.9M | 0.01% | 2025-12-31 |
| 437 | Cooper Capital Advisors LLC | 111,006 | $8.9M | 0.01% | 2025-12-31 |
| 438 | Emergent Wealth Advisors, LLC | 141,218 | $8.9M | 0.02% | 2025-12-31 |
| 439 | Morling Financial Advisors, LLC | 109,702 | $8.8M | 0.01% | 2025-12-31 |
| 440 | ARQ WEALTH ADVISORS, LLC | 109,266 | $8.8M | 0.01% | 2025-12-31 |
| 441 | EVERGREEN CAPITAL MANAGEMENT LLC | 108,341 | $8.7M | 0.01% | 2025-12-31 |