CUSIP 808524102
SCHWAB STRATEGIC TR
462 institutions · $10.78B total · 410,107,367 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 53,564,291 | $1.40B | 13.06% | 2025-12-31 |
| 2 | REBALANCE, LLC | 14,963,211 | $392.5M | 3.64% | 2025-12-31 |
| 3 | SCS Capital Management LLC | 11,909,368 | $312.4M | 2.90% | 2025-12-31 |
| 4 | Strid Group, LLC | 8,716,818 | $228.6M | 2.12% | 2025-12-31 |
| 5 | HighTower Advisors, LLC | 8,631,797 | $226.4M | 2.10% | 2025-12-31 |
| 6 | HENGEHOLD CAPITAL MANAGEMENT LLC | 7,726,247 | $202.7M | 1.88% | 2025-12-31 |
| 7 | HB Wealth Management, LLC | 6,688,619 | $175.4M | 1.63% | 2025-12-31 |
| 8 | Forvis Mazars Wealth Advisors, LLC | 6,193,890 | $162.5M | 1.51% | 2025-12-31 |
| 9 | Evergreen Advisors, LLC | 6,167,435 | $161.8M | 1.50% | 2025-12-31 |
| 10 | HT Partners LLC | 6,082,785 | $159.6M | 1.48% | 2025-12-31 |
| 11 | AlphaCore Capital LLC | 5,810,478 | $152.4M | 1.41% | 2025-12-31 |
| 12 | TruNorth Capital Management, LLC | 5,090,429 | $133.5M | 1.24% | 2025-12-31 |
| 13 | HHM Wealth Advisors, LLC | 5,032,521 | $132.0M | 1.22% | 2025-12-31 |
| 14 | Accredited Investors Inc. | 4,719,541 | $123.8M | 1.15% | 2025-12-31 |
| 15 | CAPTRUST FINANCIAL ADVISORS | 4,236,900 | $111.1M | 1.03% | 2025-12-31 |
| 16 | Morton Brown Family Wealth, LLC | 3,847,441 | $100.9M | 0.93% | 2025-12-31 |
| 17 | Compass Financial Group, INC/SD | 3,648,642 | $95.7M | 0.88% | 2025-12-31 |
| 18 | Mariner, LLC | 3,588,651 | $94.1M | 0.87% | 2025-12-31 |
| 19 | MANCHESTER FINANCIAL INC | 3,432,268 | $90.0M | 0.83% | 2025-12-31 |
| 20 | Ballentine Partners, LLC | 3,209,293 | $84.2M | 0.78% | 2025-12-31 |
| 21 | Summit Financial Strategies, Inc. | 3,183,036 | $83.5M | 0.77% | 2025-12-31 |
| 22 | HBK Sorce Advisory LLC | 3,106,134 | $82.8M | 0.75% | 2025-12-31 |
| 23 | MORGAN STANLEY | 3,086,720 | $81.0M | 0.75% | 2025-12-31 |
| 24 | Creative Planning | 3,037,834 | $79.7M | 0.74% | 2025-12-31 |
| 25 | Waverly Advisors, LLC | 3,019,866 | $79.2M | 0.73% | 2025-12-31 |
| 26 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 2,953,826 | $77.5M | 0.72% | 2025-12-31 |
| 27 | LPL Financial LLC | 2,849,530 | $74.7M | 0.69% | 2025-12-31 |
| 28 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,775,960 | $74.1M | 0.67% | 2025-12-31 |
| 29 | Asset Advisors Investment Management, LLC | 2,809,236 | $73.7M | 0.68% | 2025-12-31 |
| 30 | Savant Capital, LLC | 2,799,604 | $73.4M | 0.68% | 2025-12-31 |
| 31 | Royal Bank of Canada | 2,723,911 | $71.4M | 0.66% | 2025-12-31 |
| 32 | NORTH STAR ASSET MANAGEMENT INC | 2,676,232 | $70.2M | 0.65% | 2025-12-31 |
| 33 | MERCER GLOBAL ADVISORS INC /ADV | 2,667,904 | $70.0M | 0.65% | 2025-12-31 |
| 34 | Gallagher Fiduciary Advisors, LLC | 2,626,353 | $68.9M | 0.64% | 2025-12-31 |
| 35 | Focus Partners Wealth | 2,626,053 | $68.9M | 0.64% | 2025-12-31 |
| 36 | Circle Wealth Management, LLC | 2,611,861 | $68.5M | 0.63% | 2025-12-31 |
| 37 | D L CARLSON INVESTMENT GROUP INC | 2,597,862 | $68.1M | 0.63% | 2025-12-31 |
| 38 | Legacy Financial Strategies, LLC | 2,593,226 | $68.0M | 0.63% | 2025-12-31 |
| 39 | Bouchey Financial Group Ltd | 2,552,924 | $67.0M | 0.62% | 2025-12-31 |
| 40 | BROWN ADVISORY INC | 2,486,242 | $65.2M | 0.60% | 2025-12-31 |
| 41 | MYECFO, LLC | 2,481,049 | $65.1M | 0.60% | 2025-12-31 |
| 42 | JONES FINANCIAL COMPANIES LLLP | 2,395,633 | $62.8M | 0.58% | 2025-12-31 |
| 43 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2,362,355 | $62.0M | 0.57% | 2025-12-31 |
| 44 | Winthrop Advisory Group LLC | 2,294,238 | $60.2M | 0.55% | 2025-12-31 |
| 45 | Aptus Capital Advisors, LLC | 2,182,495 | $57.2M | 0.53% | 2025-12-31 |
| 46 | Sunburst Financial Group, LLC | 2,126,176 | $55.8M | 0.51% | 2025-12-31 |
| 47 | BANK OF AMERICA CORP /DE/ | 2,108,017 | $55.3M | 0.51% | 2025-12-31 |
| 48 | Caprock Group, LLC | 2,083,220 | $54.6M | 0.50% | 2025-12-31 |
| 49 | WBH ADVISORY INC | 2,032,771 | $53.3M | 0.49% | 2025-12-31 |
| 50 | Quantinno Capital Management LP | 1,993,156 | $52.3M | 0.48% | 2025-12-31 |
| 51 | Ethos Financial Group, LLC | 1,956,507 | $51.3M | 0.47% | 2025-12-31 |
| 52 | Compass Advisory Group LLC | 1,930,589 | $50.6M | 0.47% | 2025-12-31 |
| 53 | SNS Financial Group, LLC | 1,805,626 | $47.4M | 0.44% | 2025-12-31 |
| 54 | Capital Management Associates, Inc | 1,779,549 | $46.7M | 0.43% | 2025-12-31 |
| 55 | Roundview Capital LLC | 1,691,550 | $44.4M | 0.41% | 2025-12-31 |
| 56 | Genesee Capital Advisors, LLC | 1,638,747 | $43.0M | 0.39% | 2025-12-31 |
| 57 | Members Advisory Group LLC | 1,597,065 | $41.9M | 0.38% | 2025-12-31 |
| 58 | Boulder Wealth Advisors, LLC | 1,586,333 | $41.6M | 0.38% | 2025-12-31 |
| 59 | Cape Investment Advisory, Inc. | 1,556,188 | $40.8M | 0.37% | 2025-12-31 |
| 60 | Appalachian Capital Management Ltd | 1,556,042 | $40.8M | 0.37% | 2025-12-31 |
| 61 | Jaffetilchin Investment Partners, LLC | 1,546,021 | $40.6M | 0.37% | 2025-12-31 |
| 62 | Leading Edge Financial Planning LLC | 1,518,271 | $39.8M | 0.37% | 2025-12-31 |
| 63 | TRUIST FINANCIAL CORP | 1,489,296 | $39.1M | 0.36% | 2025-12-31 |
| 64 | Modern Wealth Management, LLC | 1,484,100 | $38.9M | 0.36% | 2025-12-31 |
| 65 | Allworth Financial LP | 1,410,115 | $37.0M | 0.34% | 2025-12-31 |
| 66 | BOYUM WEALTH ARCHITECTS LLC | 1,388,726 | $37.0M | 0.33% | 2025-12-31 |
| 67 | WELLS FARGO & COMPANY/MN | 1,393,312 | $36.5M | 0.33% | 2025-12-31 |
| 68 | UBS Group AG | 1,337,600 | $35.1M | 0.32% | 2025-12-31 |
| 69 | Legacy Private Trust Co. | 1,332,535 | $35.0M | 0.32% | 2025-12-31 |
| 70 | OneDigital Investment Advisors LLC | 1,332,291 | $34.9M | 0.32% | 2025-12-31 |
| 71 | JUNCTURE WEALTH STRATEGIES, LLC | 1,273,539 | $33.4M | 0.31% | 2025-12-31 |
| 72 | WT Wealth Management | 1,193,268 | $31.3M | 0.29% | 2025-12-31 |
| 73 | SYM FINANCIAL Corp | 1,192,229 | $31.3M | 0.29% | 2025-12-31 |
| 74 | Retirement Planning Group, LLC | 1,180,968 | $31.0M | 0.28% | 2025-12-31 |
| 75 | Pegasus Asset Management, Inc. | 1,167,103 | $30.6M | 0.28% | 2025-12-31 |
| 76 | MAI Capital Management | 1,165,113 | $30.6M | 0.28% | 2025-12-31 |
| 77 | Goepper Burkhardt LLC | 1,149,601 | $30.2M | 0.28% | 2025-12-31 |
| 78 | Phil A. Younker & Associates, Ltd. | 1,138,394 | $29.9M | 0.27% | 2025-12-31 |
| 79 | AQR CAPITAL MANAGEMENT LLC | 1,130,821 | $29.7M | 0.27% | 2025-12-31 |
| 80 | Gemmer Asset Management LLC | 1,124,612 | $29.5M | 0.27% | 2025-12-31 |
| 81 | Truepoint, Inc. | 1,116,699 | $29.3M | 0.27% | 2025-12-31 |
| 82 | Strategic Advisors LLC | 1,111,119 | $29.1M | 0.27% | 2025-12-31 |
| 83 | Cerity Partners LLC | 1,089,361 | $28.6M | 0.26% | 2025-12-31 |
| 84 | GSG Advisors LLC | 1,078,456 | $28.3M | 0.26% | 2025-12-31 |
| 85 | ROBINSON SMITH WEALTH ADVISORS LLC | 1,073,612 | $28.2M | 0.26% | 2025-12-31 |
| 86 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1,056,993 | $27.7M | 0.25% | 2025-12-31 |
| 87 | Facet Wealth, Inc. | 1,027,639 | $27.6M | 0.25% | 2025-12-31 |
| 88 | HARBOUR INVESTMENTS, INC. | 1,028,172 | $27.0M | 0.25% | 2025-12-31 |
| 89 | Beacon Pointe Advisors, LLC | 1,002,656 | $26.3M | 0.24% | 2025-12-31 |
| 90 | Dodds Wealth, LLC | 984,749 | $25.8M | 0.24% | 2025-12-31 |
| 91 | Chicago Partners Investment Group LLC | 966,352 | $25.7M | 0.23% | 2025-12-31 |
| 92 | FMR LLC | 943,321 | $24.7M | 0.23% | 2025-12-31 |
| 93 | Strategic Financial Planning, Inc. | 939,186 | $24.6M | 0.22% | 2025-12-31 |
| 94 | Intelligence Driven Advisers, LLC | 925,147 | $24.3M | 0.22% | 2025-12-31 |
| 95 | ALLIANCEBERNSTEIN L.P. | 916,985 | $24.1M | 0.22% | 2025-12-31 |
| 96 | Great Lakes Retirement, Inc. | 913,151 | $24.0M | 0.22% | 2025-12-31 |
| 97 | Wynn Capital, LLC | 902,913 | $23.7M | 0.22% | 2025-12-31 |
| 98 | Meridian Wealth Partners, LLC | 895,438 | $23.5M | 0.21% | 2025-12-31 |
| 99 | Schaeffer Financial LLC | 881,926 | $23.1M | 0.21% | 2025-12-31 |
| 100 | Global Wealth Management, LLC | 878,601 | $23.0M | 0.21% | 2025-12-31 |
| 101 | IMA Advisory Services, Inc. | 872,697 | $22.9M | 0.21% | 2025-12-31 |
| 102 | Breakwater Investment Management | 872,018 | $22.9M | 0.21% | 2025-12-31 |
| 103 | Carlton Hofferkamp & Jenks Wealth Management, LLC | 856,512 | $22.5M | 0.20% | 2025-12-31 |
| 104 | Avior Wealth Management, LLC | 846,141 | $22.2M | 0.20% | 2025-12-31 |
| 105 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 826,795 | $21.7M | 0.20% | 2025-12-31 |
| 106 | ASSETMARK, INC | 813,658 | $21.3M | 0.19% | 2025-12-31 |
| 107 | Tanglewood Wealth Management, Inc. | 805,302 | $21.1M | 0.19% | 2025-12-31 |
| 108 | VISTA CAPITAL PARTNERS, INC. | 804,988 | $21.1M | 0.19% | 2025-12-31 |
| 109 | Davis Capital Management | 800,037 | $21.0M | 0.19% | 2025-12-31 |
| 110 | Socha Financial Group, LLC | 799,561 | $21.0M | 0.19% | 2025-12-31 |
| 111 | Tradition Wealth Management, LLC | 797,963 | $20.9M | 0.19% | 2025-12-31 |
| 112 | Lido Advisors, LLC | 798,969 | $20.8M | 0.19% | 2025-12-31 |
| 113 | Sentinus, LLC | 777,682 | $20.4M | 0.18% | 2025-12-31 |
| 114 | Cetera Investment Advisers | 768,449 | $20.2M | 0.18% | 2025-12-31 |
| 115 | Coastal Bridge Advisors, LLC | 740,530 | $19.4M | 0.18% | 2025-12-31 |
| 116 | JPMORGAN CHASE & CO | 738,940 | $19.4M | 0.18% | 2025-12-31 |
| 117 | LIBRA WEALTH LLC | 735,499 | $19.3M | 0.17% | 2025-12-31 |
| 118 | GOLDMAN SACHS GROUP INC | 729,648 | $19.1M | 0.17% | 2025-12-31 |
| 119 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 726,836 | $19.1M | 0.17% | 2025-12-31 |
| 120 | MidWestOne Financial Group, Inc. | 720,616 | $18.9M | 0.17% | 2025-12-31 |
| 121 | James J. Burns & Company, LLC | 718,097 | $18.8M | 0.17% | 2025-12-31 |
| 122 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 91,836 | $18.8M | 0.02% | 2025-12-31 |
| 123 | Madden Advisory Services, Inc. | 696,588 | $18.3M | 0.16% | 2025-12-31 |
| 124 | COMMONWEALTH EQUITY SERVICES, LLC | 696,254 | $18.3M | 0.16% | 2025-12-31 |
| 125 | RAYMOND JAMES FINANCIAL INC | 686,664 | $18.0M | 0.16% | 2025-12-31 |
| 126 | Farther Finance Advisors, LLC | 662,755 | $17.4M | 0.16% | 2025-12-31 |
| 127 | Focus Financial Network, Inc. | 661,759 | $17.4M | 0.16% | 2025-12-31 |
| 128 | Zhang Financial LLC | 648,395 | $17.0M | 0.15% | 2025-12-31 |
| 129 | Walker Financial Services, Inc. | 621,182 | $16.3M | 0.15% | 2025-12-31 |
| 130 | Christensen, King & Associates Investment Services, Inc. | 615,113 | $16.1M | 0.14% | 2025-12-31 |
| 131 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 605,024 | $15.9M | 0.14% | 2025-12-31 |
| 132 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 602,416 | $15.8M | 0.14% | 2025-12-31 |
| 133 | True North Advisors, LLC | 595,340 | $15.6M | 0.14% | 2025-12-31 |
| 134 | Empower Advisory Group, LLC | 589,515 | $15.5M | 0.14% | 2025-12-31 |
| 135 | Bond & Devick Financial Network, Inc. | 586,053 | $15.4M | 0.14% | 2025-12-31 |
| 136 | Compound Planning, Inc. | 582,529 | $15.3M | 0.14% | 2025-12-31 |
| 137 | Ashford Advisors, LLC | 577,324 | $15.1M | 0.14% | 2025-12-31 |
| 138 | Corient Private Wealth LLC | 575,490 | $15.1M | 0.14% | 2025-12-31 |
| 139 | &PARTNERS | 573,300 | $15.1M | 0.13% | 2025-12-31 |
| 140 | IFP Advisors, Inc | 569,737 | $14.9M | 0.13% | 2025-12-31 |
| 141 | AMERIPRISE FINANCIAL INC | 566,603 | $14.9M | 0.13% | 2025-12-31 |
| 142 | Summit Trail Advisors, LLC | 561,342 | $14.7M | 0.13% | 2025-12-31 |
| 143 | Opes Wealth Management LLC | 555,549 | $14.6M | 0.13% | 2025-12-31 |
| 144 | Milestone Investment Advisors LLC | 541,444 | $14.2M | 0.13% | 2025-12-31 |
| 145 | STIFEL FINANCIAL CORP | 541,414 | $14.2M | 0.13% | 2025-12-31 |
| 146 | Spinnaker Investment Group, LLC | 533,580 | $14.0M | 0.13% | 2025-12-31 |
| 147 | Elgethun Capital Management | 531,780 | $13.9M | 0.12% | 2025-12-31 |
| 148 | Passive Capital Management, LLC. | 526,727 | $13.8M | 0.12% | 2025-12-31 |
| 149 | AXXCESS WEALTH MANAGEMENT, LLC | 526,377 | $13.8M | 0.12% | 2025-12-31 |
| 150 | SigFig Wealth Management, LLC | 515,373 | $13.7M | 0.12% | 2025-12-31 |
| 151 | TPG Advisors LLC | 519,321 | $13.6M | 0.12% | 2025-12-31 |
| 152 | HORAN Wealth, LLC | 519,198 | $13.6M | 0.12% | 2025-12-31 |
| 153 | LEAVELL INVESTMENT MANAGEMENT, INC. | 513,185 | $13.5M | 0.12% | 2025-12-31 |
| 154 | Wedmont Private Capital | 502,881 | $13.4M | 0.12% | 2025-12-31 |
| 155 | Wealthspire Advisors, LLC | 500,567 | $13.1M | 0.12% | 2025-12-31 |
| 156 | Roger Wittlin Investment Advisory, LLC | 498,333 | $13.1M | 0.12% | 2025-12-31 |
| 157 | Davidson Kahn Capital Management, LLC | 496,485 | $13.0M | 0.12% | 2025-12-31 |
| 158 | NewEdge Advisors, LLC | 491,689 | $12.9M | 0.11% | 2025-12-31 |
| 159 | JOHNSON INVESTMENT COUNSEL INC | 489,962 | $12.9M | 0.11% | 2025-12-31 |
| 160 | Weinberger Asset Management, Inc | 481,787 | $12.6M | 0.11% | 2025-12-31 |
| 161 | TruWealth Advisors, LLC | 478,351 | $12.5M | 0.11% | 2025-12-31 |
| 162 | MOTIVE WEALTH ADVISORS | 475,614 | $12.5M | 0.11% | 2025-12-31 |
| 163 | Sequoia Financial Advisors, LLC | 469,139 | $12.3M | 0.11% | 2025-12-31 |
| 164 | Peak Financial Management, Inc. | 467,399 | $12.3M | 0.11% | 2025-12-31 |
| 165 | Meridian Wealth Management, LLC | 467,241 | $12.3M | 0.11% | 2025-12-31 |
| 166 | D.B. Root & Company, LLC | 461,068 | $12.1M | 0.11% | 2025-12-31 |
| 167 | Waldron Private Wealth LLC | 450,000 | $11.8M | 0.10% | 2025-12-31 |
| 168 | Beacon Wealthcare LLC | 447,737 | $11.7M | 0.10% | 2025-12-31 |
| 169 | Liberty Capital Management, Inc. | 445,949 | $11.7M | 0.10% | 2025-12-31 |
| 170 | Brooklyn FI, LLC | 443,982 | $11.6M | 0.10% | 2025-12-31 |
| 171 | Vestwell Advisors, LLC | 436,091 | $11.2M | 0.10% | 2025-12-31 |
| 172 | Everhart Financial Group, Inc. | 425,763 | $11.2M | 0.10% | 2025-12-31 |
| 173 | NORTHERN TRUST CORP | 414,355 | $10.9M | 0.10% | 2025-12-31 |
| 174 | Five Oceans Advisors | 409,952 | $10.8M | 0.09% | 2025-12-31 |
| 175 | Kestra Advisory Services, LLC | 408,876 | $10.7M | 0.09% | 2025-12-31 |
| 176 | Alliance Wealth Management Group | 408,391 | $10.7M | 0.09% | 2025-12-31 |
| 177 | Towercrest Capital Management | 408,391 | $10.7M | 0.09% | 2025-12-31 |
| 178 | Prime Capital Investment Advisors, LLC | 406,173 | $10.7M | 0.09% | 2025-12-31 |
| 179 | Apriem Advisors | 405,078 | $10.6M | 0.09% | 2025-12-31 |
| 180 | Destination Wealth Management | 402,252 | $10.6M | 0.09% | 2025-12-31 |
| 181 | GREAT VALLEY ADVISOR GROUP, INC. | 400,609 | $10.5M | 0.09% | 2025-12-31 |
| 182 | SRH ADVISORS, LLC | 395,503 | $10.4M | 0.09% | 2025-12-31 |
| 183 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 395,079 | $10.4M | 0.09% | 2025-12-31 |
| 184 | Wrenne Financial Planning LLC | 387,626 | $10.2M | 0.09% | 2025-12-31 |
| 185 | MONETA GROUP INVESTMENT ADVISORS LLC | 387,321 | $10.2M | 0.09% | 2025-12-31 |
| 186 | FFT WEALTH MANAGEMENT LLC | 373,641 | $9.8M | 0.09% | 2025-12-31 |
| 187 | Madison Wealth Partners, Inc | 369,116 | $9.7M | 0.09% | 2025-12-31 |
| 188 | ENVESTNET ASSET MANAGEMENT INC | 365,740 | $9.6M | 0.08% | 2025-12-31 |
| 189 | Summit Financial, LLC | 360,345 | $9.5M | 0.08% | 2025-12-31 |
| 190 | Cresset Asset Management, LLC | 360,108 | $9.4M | 0.08% | 2025-12-31 |
| 191 | VSM Wealth Advisory, LLC | 358,978 | $9.4M | 0.08% | 2025-12-31 |
| 192 | FAGAN ASSOCIATES, INC. | 356,585 | $9.4M | 0.08% | 2025-12-31 |
| 193 | Rockbridge Investment Management, LCC | 346,819 | $9.1M | 0.08% | 2025-12-31 |
| 194 | JANE STREET GROUP, LLC | 345,914 | $9.1M | 0.08% | 2025-12-31 |
| 195 | Brookstone Capital Management | 343,307 | $9.0M | 0.08% | 2025-12-31 |
| 196 | Rockefeller Capital Management L.P. | 343,227 | $9.0M | 0.08% | 2025-12-31 |
| 197 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 337,829 | $8.9M | 0.08% | 2025-12-31 |
| 198 | Private Advisor Group, LLC | 337,418 | $8.9M | 0.08% | 2025-12-31 |
| 199 | Disciplined Investors, L.L.C. | 334,650 | $8.8M | 0.08% | 2025-12-31 |
| 200 | Prosperitas Financial LLC | 334,170 | $8.8M | 0.08% | 2025-12-31 |
| 201 | OSAIC HOLDINGS, INC. | 329,488 | $8.6M | 0.08% | 2025-12-31 |
| 202 | Joseph P. Lucia & Associates, LLC | 328,243 | $8.6M | 0.08% | 2025-12-31 |
| 203 | MITCHELL SINKLER & STARR/PA | 327,595 | $8.6M | 0.07% | 2025-12-31 |
| 204 | Carnegie Investment Counsel | 326,752 | $8.6M | 0.07% | 2025-12-31 |
| 205 | Orcam Financial Group | 326,475 | $8.6M | 0.07% | 2025-12-31 |
| 206 | Brightwater Advisory LLC | 326,449 | $8.6M | 0.07% | 2025-12-31 |
| 207 | VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 326,360 | $8.6M | 0.07% | 2025-12-31 |
| 208 | Fiduciary Trust Co | 320,759 | $8.4M | 0.07% | 2025-12-31 |
| 209 | NBZ Investment Advisors LLC | 312,531 | $8.2M | 0.07% | 2025-12-31 |
| 210 | Creekside Partners | 310,314 | $8.1M | 0.07% | 2025-12-31 |
| 211 | Embree Financial Group | 306,562 | $8.0M | 0.07% | 2025-12-31 |
| 212 | BRIGHTON JONES LLC | 304,302 | $8.0M | 0.07% | 2025-12-31 |
| 213 | Curbstone Financial Management Corp | 303,352 | $8.0M | 0.07% | 2025-12-31 |
| 214 | PINKERTON WEALTH, LLC | 300,635 | $7.9M | 0.07% | 2025-12-31 |
| 215 | CVA Family Office, LLC | 300,632 | $7.9M | 0.07% | 2025-12-31 |
| 216 | JFS WEALTH ADVISORS, LLC | 299,267 | $7.8M | 0.07% | 2025-12-31 |
| 217 | Sharkey, Howes & Javer | 298,274 | $7.8M | 0.07% | 2025-12-31 |
| 218 | JMG Financial Group, Ltd. | 296,375 | $7.8M | 0.07% | 2025-12-31 |
| 219 | Envestnet Portfolio Solutions, Inc. | 294,341 | $7.7M | 0.07% | 2025-12-31 |
| 220 | Equita Financial Network, Inc. | 293,624 | $7.7M | 0.07% | 2025-12-31 |
| 221 | RHS Financial, LLC | 291,481 | $7.6M | 0.07% | 2025-12-31 |
| 222 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 290,000 | $7.6M | 0.07% | 2025-12-31 |
| 223 | Red Door Wealth Management, LLC | 287,087 | $7.5M | 0.07% | 2025-12-31 |
| 224 | Valmark Advisers, Inc. | 285,082 | $7.5M | 0.06% | 2025-12-31 |
| 225 | RCW Management, LLC | 284,548 | $7.5M | 0.06% | 2025-12-31 |
| 226 | Mutual Advisors, LLC | 283,828 | $7.4M | 0.06% | 2025-12-31 |
| 227 | SHEETS SMITH WEALTH MANAGEMENT | 277,219 | $7.3M | 0.06% | 2025-12-31 |
| 228 | BCS Wealth Management | 269,882 | $7.1M | 0.06% | 2025-12-31 |
| 229 | CARDIFF PARK ADVISORS, LLC | 267,490 | $7.0M | 0.06% | 2025-12-31 |
| 230 | BALLAST ADVISORS LLC | 265,637 | $7.0M | 0.06% | 2025-12-31 |
| 231 | Wilson & Boucher Capital Management, LLC | 261,304 | $6.9M | 0.06% | 2025-12-31 |
| 232 | MAIRS & POWER INC | 261,246 | $6.9M | 0.06% | 2025-12-31 |
| 233 | Ellevest, Inc. | 259,636 | $6.8M | 0.06% | 2025-12-31 |
| 234 | Graver Capital Management, LLC | 253,409 | $6.6M | 0.06% | 2025-12-31 |
| 235 | ARCADIA INVESTMENT ADVISORS LLC | 251,998 | $6.6M | 0.06% | 2025-12-31 |
| 236 | Parallel Advisors, LLC | 251,988 | $6.6M | 0.06% | 2025-12-31 |
| 237 | ProVise Management Group, LLC | 248,059 | $6.5M | 0.06% | 2025-12-31 |
| 238 | Strategic Family Wealth Counselors, L.L.C. | 246,129 | $6.5M | 0.06% | 2025-12-31 |
| 239 | Seaside Wealth Management, Inc. | 245,849 | $6.4M | 0.05% | 2025-12-31 |
| 240 | SHERMAN PORFOLIOS, LLC | 244,264 | $6.4M | 0.05% | 2025-12-31 |
| 241 | Joule Financial, LLC | 241,297 | $6.3M | 0.05% | 2025-12-31 |
| 242 | Chevy Chase Trust Holdings, LLC | 241,223 | $6.3M | 0.05% | 2025-12-31 |
| 243 | Equitable Holdings, Inc. | 241,099 | $6.3M | 0.05% | 2025-12-31 |
| 244 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 240,675 | $6.3M | 0.05% | 2025-12-31 |
| 245 | Clark Asset Management, LLC | 239,110 | $6.3M | 0.05% | 2025-12-31 |
| 246 | Firestone Capital Management | 238,515 | $6.3M | 0.05% | 2025-12-31 |
| 247 | Financial Engines Advisors L.L.C. | 233,558 | $6.1M | 0.05% | 2025-12-31 |
| 248 | KCM INVESTMENT ADVISORS LLC | 232,990 | $6.1M | 0.05% | 2025-12-31 |
| 249 | Asset Advisory Group, Inc. | 231,540 | $6.1M | 0.05% | 2025-12-31 |
| 250 | Vivaldi Capital Management LP | 229,880 | $6.0M | 0.05% | 2025-12-31 |
| 251 | Hartmann Taylor Wealth Management, LLC | 228,179 | $6.0M | 0.05% | 2025-12-31 |
| 252 | Successful Portfolios LLC | 222,874 | $6.0M | 0.05% | 2025-12-31 |
| 253 | Savvy Advisors, Inc. | 227,410 | $6.0M | 0.05% | 2025-12-31 |
| 254 | OneAscent Financial Services LLC | 226,925 | $6.0M | 0.05% | 2025-12-31 |
| 255 | One Charles Private Wealth Services, LLC | 225,062 | $5.9M | 0.05% | 2025-12-31 |
| 256 | ALTFEST L J & CO INC | 223,610 | $5.9M | 0.05% | 2025-12-31 |
| 257 | Main Street Financial Solutions, LLC | 217,479 | $5.7M | 0.05% | 2025-12-31 |
| 258 | Diversified Portfolios, Inc. | 214,697 | $5.6M | 0.05% | 2025-12-31 |
| 259 | Stratos Investment Management, LLC | 208,250 | $5.5M | 0.05% | 2025-12-31 |
| 260 | Cordant, Inc. | 207,187 | $5.4M | 0.05% | 2025-12-31 |
| 261 | BLAIR WILLIAM & CO/IL | 205,511 | $5.4M | 0.05% | 2025-12-31 |
| 262 | SeaCrest Wealth Management, LLC | 201,657 | $5.4M | 0.04% | 2025-12-31 |
| 263 | JAMES INVESTMENT RESEARCH, INC. | 204,150 | $5.4M | 0.04% | 2025-12-31 |
| 264 | Blueprint Investment Partners LLC | 201,760 | $5.3M | 0.04% | 2025-12-31 |
| 265 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 199,576 | $5.2M | 0.04% | 2025-12-31 |
| 266 | NYL Investors LLC | 199,564 | $5.2M | 0.04% | 2025-12-31 |
| 267 | Seed Wealth Management, Inc. | 199,343 | $5.2M | 0.04% | 2025-12-31 |
| 268 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 199,019 | $5.2M | 0.04% | 2025-12-31 |
| 269 | ELCO Management Co., LLC | 198,875 | $5.2M | 0.04% | 2025-12-31 |
| 270 | Aspiring Ventures, LLC | 198,475 | $5.2M | 0.04% | 2025-12-31 |
| 271 | Focus Partners Advisor Solutions, LLC | 195,006 | $5.1M | 0.04% | 2025-12-31 |
| 272 | Chesapeake Wealth Management | 194,182 | $5.1M | 0.04% | 2025-12-31 |
| 273 | Whitener Capital Management, Inc. | 193,250 | $5.1M | 0.04% | 2025-12-31 |
| 274 | DONALDSON CAPITAL MANAGEMENT, LLC | 192,702 | $5.1M | 0.04% | 2025-12-31 |
| 275 | Crestwood Advisors Group, LLC | 192,604 | $5.1M | 0.04% | 2025-12-31 |
| 276 | TUDOR INVESTMENT CORP ET AL | 192,589 | $5.1M | 0.04% | 2025-12-31 |
| 277 | Wealthcare Advisory Partners LLC | 192,190 | $5.0M | 0.04% | 2025-12-31 |
| 278 | Farnam Financial LLC | 191,830 | $5.0M | 0.04% | 2025-12-31 |
| 279 | Alpha Omega Wealth Management LLC | 191,386 | $5.0M | 0.04% | 2025-12-31 |
| 280 | Venture Visionary Partners LLC | 191,269 | $5.0M | 0.04% | 2025-12-31 |
| 281 | Maridea Wealth Management LLC | 191,125 | $5.0M | 0.04% | 2025-12-31 |
| 282 | Independent Advisor Alliance | 190,382 | $5.0M | 0.04% | 2025-12-31 |
| 283 | WBI INVESTMENTS, LLC | 190,378 | $5.0M | 0.04% | 2025-12-31 |
| 284 | Compass Ion Advisors, LLC | 189,661 | $5.0M | 0.04% | 2025-12-31 |
| 285 | Avant Capital LLC | 189,560 | $5.0M | 0.04% | 2025-12-31 |
| 286 | MBA Advisors LLC | 186,252 | $4.9M | 0.04% | 2025-12-31 |
| 287 | Midwestern Financial, LLC /IA | 185,988 | $4.9M | 0.04% | 2025-12-31 |
| 288 | RITHOLTZ WEALTH MANAGEMENT | 185,971 | $4.9M | 0.04% | 2025-12-31 |
| 289 | Blueprint Financial Advisors LLC | 184,970 | $4.9M | 0.04% | 2025-12-31 |
| 290 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | 184,836 | $4.8M | 0.04% | 2025-12-31 |
| 291 | Granite Investment Partners, LLC | 184,793 | $4.8M | 0.04% | 2025-12-31 |
| 292 | US BANCORP \DE\ | 184,512 | $4.8M | 0.04% | 2025-12-31 |
| 293 | Arax Advisory Partners | 183,570 | $4.8M | 0.04% | 2025-12-31 |
| 294 | Clear Point Advisors Inc. | 179,287 | $4.7M | 0.04% | 2025-12-31 |
| 295 | COZAD ASSET MANAGEMENT INC | 179,229 | $4.7M | 0.04% | 2025-12-31 |
| 296 | Leo Wealth, LLC | 178,996 | $4.7M | 0.04% | 2025-12-31 |
| 297 | Cambridge Financial Group, LLC | 190,350 | $4.6M | 0.04% | 2025-12-31 |
| 298 | Pullen Investment Management, LLC | 175,243 | $4.6M | 0.04% | 2025-12-31 |
| 299 | Pacific Park Financial, Inc. | 173,228 | $4.5M | 0.04% | 2025-12-31 |
| 300 | Brio Consultants, LLC | 170,756 | $4.5M | 0.04% | 2025-12-31 |
| 301 | Long Island Wealth Management, Inc. | 170,407 | $4.5M | 0.04% | 2025-12-31 |
| 302 | KLINGENSTEIN FIELDS & CO LP | 167,361 | $4.4M | 0.04% | 2025-12-31 |
| 303 | HIGHLAND CAPITAL MANAGEMENT, LLC | 163,948 | $4.3M | 0.03% | 2025-12-31 |
| 304 | CRA Financial Services, LLC | 163,378 | $4.3M | 0.03% | 2025-12-31 |
| 305 | Orion Porfolio Solutions, LLC | 162,046 | $4.3M | 0.03% | 2025-12-31 |
| 306 | Mill Creek Capital Advisors, LLC | 161,959 | $4.2M | 0.03% | 2025-12-31 |
| 307 | Aspire Capital Advisors LLC | 161,216 | $4.2M | 0.03% | 2025-12-31 |
| 308 | NAPLES GLOBAL ADVISORS, LLC | 160,735 | $4.2M | 0.03% | 2025-12-31 |
| 309 | PLANNING ALTERNATIVES LTD /ADV | 159,117 | $4.2M | 0.03% | 2025-12-31 |
| 310 | SIGNATUREFD, LLC | 158,664 | $4.2M | 0.03% | 2025-12-31 |
| 311 | Avalon Advisory Group | 157,809 | $4.1M | 0.03% | 2025-12-31 |
| 312 | Rosenberg Matthew Hamilton | 155,413 | $4.1M | 0.03% | 2025-12-31 |
| 313 | Belpointe Asset Management LLC | 154,919 | $4.1M | 0.03% | 2025-12-31 |
| 314 | Milestones Private Investment Advisors LLC | 154,186 | $4.0M | 0.03% | 2025-12-31 |
| 315 | Merit Financial Group, LLC | 152,060 | $4.0M | 0.03% | 2025-12-31 |
| 316 | ISLAY CAPITAL MANAGEMENT, LLC | 151,153 | $4.0M | 0.03% | 2025-12-31 |
| 317 | Dakota Wealth Management | 151,000 | $4.0M | 0.03% | 2025-12-31 |
| 318 | WealthCollab, LLC | 150,901 | $4.0M | 0.03% | 2025-12-31 |
| 319 | EP Wealth Advisors, LLC | 150,381 | $3.9M | 0.03% | 2025-12-31 |
| 320 | Tortoise Investment Management, LLC | 149,926 | $3.9M | 0.03% | 2025-12-31 |
| 321 | ATLAS CAPITAL ADVISORS INC. | 146,333 | $3.8M | 0.03% | 2025-12-31 |
| 322 | Independent Solutions Wealth Management, LLC | 145,003 | $3.8M | 0.03% | 2025-12-31 |
| 323 | RENAISSANCE TECHNOLOGIES LLC | 143,700 | $3.8M | 0.03% | 2025-12-31 |
| 324 | Thrive Wealth Management, LLC | 143,272 | $3.8M | 0.03% | 2025-12-31 |
| 325 | L. Roy Papp & Associates, LLP | 142,359 | $3.7M | 0.03% | 2025-12-31 |
| 326 | Game Plan Financial Advisors, LLC | 141,395 | $3.7M | 0.03% | 2025-12-31 |
| 327 | Pathstone Holdings, LLC | 140,181 | $3.7M | 0.03% | 2025-12-31 |
| 328 | SIGMA INVESTMENT COUNSELORS INC | 140,158 | $3.7M | 0.03% | 2025-12-31 |
| 329 | SPRENG CAPITAL MANAGEMENT, INC. | 139,702 | $3.7M | 0.03% | 2025-12-31 |
| 330 | BlackRock, Inc. | 139,659 | $3.7M | 0.03% | 2025-12-31 |
| 331 | Daybright Advisory Services, Inc. | 139,572 | $3.7M | 0.03% | 2025-12-31 |
| 332 | Koshinski Asset Management, Inc. | 138,159 | $3.6M | 0.03% | 2025-12-31 |
| 333 | IEQ CAPITAL, LLC | 137,954 | $3.6M | 0.03% | 2025-12-31 |
| 334 | LOWE BROCKENBROUGH & CO INC | 137,579 | $3.6M | 0.03% | 2025-12-31 |
| 335 | Cypress Point Wealth Management, LLC | 137,572 | $3.6M | 0.03% | 2025-12-31 |
| 336 | Archer Investment Management, LLC | 136,408 | $3.6M | 0.03% | 2025-12-31 |
| 337 | Cambridge Advisors Inc. | 136,293 | $3.6M | 0.03% | 2025-12-31 |
| 338 | SMITH, MOORE & CO. | 136,116 | $3.6M | 0.03% | 2025-12-31 |
| 339 | RVW Wealth, LLC | 135,862 | $3.6M | 0.03% | 2025-12-31 |
| 340 | CARRET ASSET MANAGEMENT, LLC | 135,559 | $3.6M | 0.03% | 2025-12-31 |
| 341 | PFG Advisors | 135,556 | $3.6M | 0.03% | 2025-12-31 |
| 342 | SALEM INVESTMENT COUNSELORS INC | 135,299 | $3.5M | 0.03% | 2025-12-31 |
| 343 | Krilogy Financial LLC | 131,540 | $3.5M | 0.03% | 2025-12-31 |
| 344 | Global Retirement Partners, LLC | 133,214 | $3.5M | 0.03% | 2025-12-31 |
| 345 | NOVARE CAPITAL MANAGEMENT LLC | 131,936 | $3.5M | 0.03% | 2025-12-31 |
| 346 | CHOREO, LLC | 130,796 | $3.5M | 0.03% | 2025-12-31 |
| 347 | Selby Wealth Management, LLC | 127,871 | $3.4M | 0.03% | 2025-12-31 |
| 348 | C M BIDWELL & ASSOCIATES LTD | 127,406 | $3.3M | 0.03% | 2025-12-31 |
| 349 | SageView Advisory Group, LLC | 127,348 | $3.3M | 0.03% | 2025-12-31 |
| 350 | Intrua Financial, LLC | 125,542 | $3.3M | 0.03% | 2025-12-31 |
| 351 | Asset Dedication, LLC | 125,424 | $3.3M | 0.03% | 2025-12-31 |
| 352 | Planned Solutions, Inc. | 124,578 | $3.3M | 0.03% | 2025-12-31 |
| 353 | Cross Staff Investments Inc | 123,536 | $3.2M | 0.03% | 2025-12-31 |
| 354 | Sachetta, LLC | 122,155 | $3.2M | 0.02% | 2025-12-31 |
| 355 | WEST PACES ADVISORS INC. | 121,263 | $3.2M | 0.02% | 2025-12-31 |
| 356 | CHAPMAN FINANCIAL GROUP, LLC | 120,995 | $3.2M | 0.02% | 2025-12-31 |
| 357 | Rialto Wealth Management, LLC | 120,750 | $3.2M | 0.02% | 2025-12-31 |
| 358 | Topsail Wealth Management, LLC | 120,749 | $3.2M | 0.02% | 2025-12-31 |
| 359 | Triangle Securities Wealth Management | 120,576 | $3.2M | 0.02% | 2025-12-31 |
| 360 | Whitegate Investment Counselors, Inc. | 120,424 | $3.2M | 0.02% | 2025-12-31 |
| 361 | RTD Financial Advisors, Inc. | 119,715 | $3.1M | 0.02% | 2025-12-31 |
| 362 | PNC Financial Services Group, Inc. | 119,022 | $3.1M | 0.02% | 2025-12-31 |
| 363 | ELEVATION WEALTH PARTNERS, LLC | 117,819 | $3.1M | 0.02% | 2025-12-31 |
| 364 | Financial Designs Corp | 117,106 | $3.1M | 0.02% | 2025-12-31 |
| 365 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 117,091 | $3.1M | 0.02% | 2025-12-31 |
| 366 | GeoWealth Management, LLC | 116,770 | $3.1M | 0.02% | 2025-12-31 |
| 367 | Cherry Tree Wealth Management, LLC | 116,680 | $3.1M | 0.02% | 2025-12-31 |
| 368 | Skyline Advisors, Inc. | 116,118 | $3.0M | 0.02% | 2025-12-31 |
| 369 | DHJJ Financial Advisors, Ltd. | 115,935 | $3.0M | 0.02% | 2025-12-31 |
| 370 | Wilkins Miller Wealth Management, LLC | 115,920 | $3.0M | 0.02% | 2025-12-31 |
| 371 | Robertson Stephens Wealth Management, LLC | 115,080 | $3.0M | 0.02% | 2025-12-31 |
| 372 | Mayfair Advisory Group, LLC | 114,633 | $3.0M | 0.02% | 2025-12-31 |
| 373 | American Investment Services, Inc. | 114,611 | $3.0M | 0.02% | 2025-12-31 |
| 374 | LINCOLN CAPITAL CORP | 112,648 | $3.0M | 0.02% | 2025-12-31 |
| 375 | MISSION WEALTH MANAGEMENT, LP | 112,519 | $3.0M | 0.02% | 2025-12-31 |
| 376 | Wealth Group Ltd | 111,054 | $2.9M | 0.02% | 2025-12-31 |
| 377 | CATHY PARETO & ASSOCIATES, INC | 110,840 | $2.9M | 0.02% | 2025-12-31 |
| 378 | Penney Financial, LLC | 110,748 | $2.9M | 0.02% | 2025-12-31 |
| 379 | FINANCIAL CONSULATE, INC | 110,723 | $2.9M | 0.02% | 2025-12-31 |
| 380 | TIAA TRUST, NATIONAL ASSOCIATION | 110,177 | $2.9M | 0.02% | 2025-12-31 |
| 381 | Prestige Wealth Management Group LLC | 45,701 | $2.9M | 0.01% | 2025-12-31 |
| 382 | Ausdal Financial Partners, Inc. | 109,825 | $2.9M | 0.02% | 2025-12-31 |
| 383 | FAS Wealth Partners, Inc. | 109,644 | $2.9M | 0.02% | 2025-12-31 |
| 384 | ZWJ INVESTMENT COUNSEL INC | 109,568 | $2.9M | 0.02% | 2025-12-31 |
| 385 | NewEdge Wealth, LLC | 109,249 | $2.9M | 0.02% | 2025-12-31 |
| 386 | Kastel Capital Advisors, LLC | 109,220 | $2.9M | 0.02% | 2025-12-31 |
| 387 | Laird Norton Wetherby Trust Company, LLC | 108,848 | $2.9M | 0.02% | 2025-12-31 |
| 388 | ANGELES WEALTH MANAGEMENT, LLC | 108,309 | $2.8M | 0.02% | 2025-12-31 |
| 389 | Integrated Wealth Concepts LLC | 107,465 | $2.8M | 0.02% | 2025-12-31 |
| 390 | Gleason Group, Inc. | 107,191 | $2.8M | 0.02% | 2025-12-31 |
| 391 | Elm Partners Management LLC | 106,827 | $2.8M | 0.02% | 2025-12-31 |
| 392 | YHB Investment Advisors, Inc. | 105,525 | $2.8M | 0.02% | 2025-12-31 |
| 393 | Elser Financial Planning, Inc | 105,347 | $2.8M | 0.02% | 2025-12-31 |
| 394 | SJBENEN ADVISORY, LLC | 105,143 | $2.8M | 0.02% | 2025-12-31 |
| 395 | Ironwood Wealth Management, LLC. | 103,931 | $2.7M | 0.02% | 2025-12-31 |
| 396 | waypoint wealth counsel | 103,308 | $2.7M | 0.02% | 2025-12-31 |
| 397 | Boltwood Capital Management | 103,306 | $2.7M | 0.02% | 2025-12-31 |
| 398 | Foster Group, Inc. | 102,870 | $2.7M | 0.02% | 2025-12-31 |
| 399 | Red Tortoise LLC | 102,173 | $2.7M | 0.02% | 2025-12-31 |
| 400 | Values Added Financial LLC | 101,394 | $2.7M | 0.02% | 2025-12-31 |
| 401 | OPTIMA CAPITAL LLC | 101,151 | $2.7M | 0.02% | 2025-12-31 |
| 402 | Noble Family Wealth, LLC | 101,128 | $2.7M | 0.02% | 2025-12-31 |
| 403 | Jackson Hole Capital Partners, LLC | 99,449 | $2.6M | 0.02% | 2025-12-31 |
| 404 | NFP Retirement, Inc. | 99,354 | $2.6M | 0.02% | 2025-12-31 |
| 405 | Segment Wealth Management, LLC | 98,804 | $2.6M | 0.02% | 2025-12-31 |
| 406 | Mason & Associates, LLC | 97,031 | $2.5M | 0.02% | 2025-12-31 |
| 407 | Csenge Advisory Group | 97,000 | $2.5M | 0.02% | 2025-12-31 |
| 408 | RWA WEALTH PARTNERS, LLC | 96,693 | $2.5M | 0.02% | 2025-12-31 |
| 409 | BOK Financial Private Wealth, Inc. | 96,572 | $2.5M | 0.02% | 2025-12-31 |
| 410 | MATHER GROUP, LLC. | 96,352 | $2.5M | 0.02% | 2025-12-31 |
| 411 | Great Waters Wealth Management | 95,714 | $2.5M | 0.02% | 2025-12-31 |
| 412 | Dorato Capital Management | 93,710 | $2.5M | 0.02% | 2025-12-31 |
| 413 | Asset Management Group, Inc. | 95,203 | $2.5M | 0.02% | 2025-12-31 |
| 414 | BANK OF MONTREAL /CAN/ | 95,118 | $2.5M | 0.02% | 2025-12-31 |
| 415 | Essex LLC | 94,494 | $2.5M | 0.02% | 2025-12-31 |
| 416 | Advisory Alpha, LLC | 93,827 | $2.5M | 0.02% | 2025-12-31 |
| 417 | Indivisible Partners | 93,765 | $2.5M | 0.02% | 2025-12-31 |
| 418 | Axos Invest Inc. | 93,359 | $2.4M | 0.02% | 2025-12-31 |
| 419 | Midwest Capital Advisors, LLC | 92,114 | $2.4M | 0.02% | 2025-12-31 |
| 420 | KEYBANK NATIONAL ASSOCIATION/OH | 91,991 | $2.4M | 0.02% | 2025-12-31 |
| 421 | HOLDERNESS INVESTMENTS CO | 90,890 | $2.4M | 0.02% | 2025-12-31 |
| 422 | Ancora Advisors LLC | 90,729 | $2.4M | 0.02% | 2025-12-31 |
| 423 | Souders Financial Advisors | 90,645 | $2.4M | 0.02% | 2025-12-31 |
| 424 | Geometric Wealth Advisors | 90,371 | $2.4M | 0.02% | 2025-12-31 |
| 425 | PANORAMIC INVESTMENT ADVISORS, LLC | 90,180 | $2.4M | 0.02% | 2025-12-31 |
| 426 | OSTERWEIS CAPITAL MANAGEMENT INC | 90,152 | $2.4M | 0.02% | 2025-12-31 |
| 427 | Prospera Financial Services Inc | 89,480 | $2.3M | 0.02% | 2025-12-31 |
| 428 | Modera Wealth Management, LLC | 88,367 | $2.3M | 0.02% | 2025-12-31 |
| 429 | Texas Yale Capital Corp. | 88,351 | $2.3M | 0.02% | 2025-12-31 |
| 430 | Weaver Capital Management LLC | 88,273 | $2.3M | 0.02% | 2025-12-31 |
| 431 | HOWE & RUSLING INC | 88,192 | $2.3M | 0.02% | 2025-12-31 |
| 432 | Barden Capital Management, Inc. | 87,594 | $2.3M | 0.02% | 2025-12-31 |
| 433 | AMI INVESTMENT MANAGEMENT INC | 87,278 | $2.3M | 0.02% | 2025-12-31 |
| 434 | Operose Advisors LLC | 87,261 | $2.3M | 0.02% | 2025-12-31 |
| 435 | Financial Futures Ltd Liability Co. | 86,675 | $2.3M | 0.02% | 2025-12-31 |
| 436 | Perigon Wealth Management, LLC | 86,675 | $2.3M | 0.02% | 2025-12-31 |
| 437 | Bigelow Investment Advisors, LLC | 86,442 | $2.3M | 0.02% | 2025-12-31 |
| 438 | Financial Management Professionals, Inc. | 86,079 | $2.3M | 0.02% | 2025-12-31 |
| 439 | TRAPHAGEN INVESTMENT ADVISORS LLC | 85,953 | $2.3M | 0.02% | 2025-12-31 |
| 440 | Hendershot Investments Inc. | 85,716 | $2.2M | 0.02% | 2025-12-31 |
| 441 | SpringVest Wealth Management LLC | 85,577 | $2.2M | 0.02% | 2025-12-31 |
| 442 | ARK & TLK INVESTMENTS, LLC | 85,347 | $2.2M | 0.02% | 2025-12-31 |
| 443 | Abacus Planning Group, Inc. | 85,295 | $2.2M | 0.02% | 2025-12-31 |
| 444 | Van Cleef Asset Management,Inc | 84,793 | $2.2M | 0.02% | 2025-12-31 |
| 445 | PINNACLE ASSOCIATES LTD | 84,038 | $2.2M | 0.02% | 2025-12-31 |
| 446 | D'Orazio & Associates, Inc. | 83,720 | $2.2M | 0.02% | 2025-12-31 |
| 447 | Farrow Financial Inc. | 83,285 | $2.2M | 0.02% | 2025-12-31 |
| 448 | Bank of New York Mellon Corp | 83,254 | $2.2M | 0.02% | 2025-12-31 |
| 449 | WEIK CAPITAL MANAGEMENT | 82,105 | $2.2M | 0.02% | 2025-12-31 |
| 450 | QUADRANT CAPITAL GROUP LLC | 81,859 | $2.1M | 0.01% | 2025-12-31 |
| 451 | TRUST CO OF VERMONT | 81,336 | $2.1M | 0.01% | 2025-12-31 |
| 452 | CAPITAL ADVISORS INC/OK | 80,962 | $2.1M | 0.01% | 2025-12-31 |
| 453 | CIBC Private Wealth Group LLC | 80,625 | $2.1M | 0.01% | 2025-12-31 |
| 454 | Spectrum Asset Management, Inc. (NB/CA) | 80,556 | $2.1M | 0.01% | 2025-12-31 |
| 455 | CacheTech Inc. | 80,326 | $2.1M | 0.01% | 2025-12-31 |
| 456 | Adams Wealth Management | 80,326 | $2.1M | 0.01% | 2025-12-31 |
| 457 | ASPIRIANT, LLC | 79,715 | $2.1M | 0.01% | 2025-12-31 |
| 458 | Kera Capital Partners, Inc. | 76,533 | $2.0M | 0.01% | 2025-12-31 |
| 459 | Modus Advisors, LLC | 77,284 | $2.0M | 0.01% | 2025-12-31 |
| 460 | Regent Peak Wealth Advisors LLC | 77,261 | $2.0M | 0.01% | 2025-12-31 |
| 461 | Callahan Advisors, LLC | 77,229 | $2.0M | 0.01% | 2025-12-31 |
| 462 | Exchange Bank | 77,100 | $2.0M | 0.01% | 2025-12-31 |