CUSIP 808524508
SCHWAB STRATEGIC TR
458 institutions · $7.83B total · 260,055,352 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 57,971,734 | $1.74B | 22.29% | 2025-12-31 |
| 2 | Creative Planning | 29,041,686 | $873.3M | 11.16% | 2025-12-31 |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10,932,629 | $328.7M | 4.20% | 2025-12-31 |
| 4 | MONETA GROUP INVESTMENT ADVISORS LLC | 10,669,428 | $320.8M | 4.10% | 2025-12-31 |
| 5 | Advisory Alpha, LLC | 8,355,080 | $251.2M | 3.21% | 2025-12-31 |
| 6 | HighTower Advisors, LLC | 6,950,893 | $209.0M | 2.67% | 2025-12-31 |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,748,603 | $180.5M | 2.21% | 2025-12-31 |
| 8 | Cerity Partners LLC | 4,732,410 | $142.3M | 1.81% | 2025-12-31 |
| 9 | Legacy Wealth Management, Inc | 4,319,152 | $129.9M | 1.66% | 2025-12-31 |
| 10 | JMG Financial Group, Ltd. | 3,148,832 | $94.7M | 1.21% | 2025-12-31 |
| 11 | JONES FINANCIAL COMPANIES LLLP | 3,055,793 | $91.9M | 1.17% | 2025-12-31 |
| 12 | Fragasso Financial Advisors Inc | 2,980,496 | $89.6M | 1.14% | 2025-12-31 |
| 13 | LPL Financial LLC | 1,919,240 | $57.7M | 0.73% | 2025-12-31 |
| 14 | Mariner, LLC | 1,888,391 | $56.8M | 0.72% | 2025-12-31 |
| 15 | MORGAN STANLEY | 1,793,636 | $53.9M | 0.68% | 2025-12-31 |
| 16 | Waverly Advisors, LLC | 1,741,785 | $52.4M | 0.66% | 2025-12-31 |
| 17 | Prime Capital Investment Advisors, LLC | 1,644,012 | $49.4M | 0.63% | 2025-12-31 |
| 18 | EXENCIAL WEALTH ADVISORS, LLC | 1,623,745 | $48.8M | 0.62% | 2025-12-31 |
| 19 | 93 Financial Group, LLC | 1,616,678 | $48.6M | 0.62% | 2025-12-31 |
| 20 | Summit Financial Strategies, Inc. | 1,568,534 | $47.2M | 0.60% | 2025-12-31 |
| 21 | Advocacy Wealth Management Services, LLC | 1,559,425 | $46.9M | 0.59% | 2025-12-31 |
| 22 | AMERIPRISE FINANCIAL INC | 1,462,304 | $44.0M | 0.56% | 2025-12-31 |
| 23 | RAYMOND JAMES FINANCIAL INC | 1,430,184 | $43.0M | 0.54% | 2025-12-31 |
| 24 | CAPTRUST FINANCIAL ADVISORS | 1,412,072 | $42.5M | 0.54% | 2025-12-31 |
| 25 | Beacon Pointe Advisors, LLC | 1,375,638 | $41.4M | 0.52% | 2025-12-31 |
| 26 | Summit Asset Management, LLC | 1,260,594 | $37.9M | 0.48% | 2025-12-31 |
| 27 | BLB&B Advisors, LLC | 1,232,416 | $37.1M | 0.47% | 2025-12-31 |
| 28 | Cetera Investment Advisers | 1,173,633 | $35.3M | 0.45% | 2025-12-31 |
| 29 | Mokosak Advisory Group, LLC | 1,138,481 | $34.2M | 0.43% | 2025-12-31 |
| 30 | MERCER GLOBAL ADVISORS INC /ADV | 1,061,312 | $31.9M | 0.40% | 2025-12-31 |
| 31 | Chicago Partners Investment Group LLC | 951,922 | $30.5M | 0.36% | 2025-12-31 |
| 32 | SAGE FINANCIAL GROUP INC | 974,044 | $29.3M | 0.37% | 2025-12-31 |
| 33 | UBS Group AG | 946,250 | $28.5M | 0.36% | 2025-12-31 |
| 34 | Gemmer Asset Management LLC | 939,794 | $28.3M | 0.36% | 2025-12-31 |
| 35 | High Note Wealth, LLC | 898,247 | $27.0M | 0.34% | 2025-12-31 |
| 36 | Northeast Financial Group, Inc. | 890,432 | $26.8M | 0.34% | 2025-12-31 |
| 37 | Corient Private Wealth LLC | 858,257 | $25.8M | 0.33% | 2025-12-31 |
| 38 | Focus Partners Wealth | 845,556 | $25.4M | 0.32% | 2025-12-31 |
| 39 | Curi Capital, LLC | 824,727 | $24.8M | 0.31% | 2025-12-31 |
| 40 | IFP Advisors, Inc | 778,263 | $23.4M | 0.29% | 2025-12-31 |
| 41 | RKL Wealth Management LLC | 761,000 | $22.9M | 0.29% | 2025-12-31 |
| 42 | Koshinski Asset Management, Inc. | 743,412 | $22.4M | 0.28% | 2025-12-31 |
| 43 | Financial Planning Navigators CORP | 740,491 | $22.3M | 0.28% | 2025-12-31 |
| 44 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 733,648 | $22.1M | 0.28% | 2025-12-31 |
| 45 | Seneca Financial Advisors LLC | 732,134 | $22.0M | 0.28% | 2025-12-31 |
| 46 | Modera Wealth Management, LLC | 728,909 | $21.9M | 0.28% | 2025-12-31 |
| 47 | Compass Advisory Group LLC | 711,007 | $21.4M | 0.27% | 2025-12-31 |
| 48 | OneDigital Investment Advisors LLC | 709,056 | $21.3M | 0.27% | 2025-12-31 |
| 49 | JOHNSON INVESTMENT COUNSEL INC | 695,876 | $20.9M | 0.26% | 2025-12-31 |
| 50 | ENVESTNET ASSET MANAGEMENT INC | 690,866 | $20.8M | 0.26% | 2025-12-31 |
| 51 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 682,215 | $20.5M | 0.26% | 2025-12-31 |
| 52 | Noble Family Wealth, LLC | 680,442 | $20.5M | 0.26% | 2025-12-31 |
| 53 | Lutz Financial Services LLC | 670,307 | $20.2M | 0.25% | 2025-12-31 |
| 54 | Dynamic Advisor Solutions LLC | 666,013 | $20.0M | 0.25% | 2025-12-31 |
| 55 | Essex LLC | 656,720 | $19.7M | 0.25% | 2025-12-31 |
| 56 | Bleakley Financial Group, LLC | 651,235 | $19.6M | 0.25% | 2025-12-31 |
| 57 | SALEM INVESTMENT COUNSELORS INC | 634,996 | $19.1M | 0.24% | 2025-12-31 |
| 58 | Plante Moran Financial Advisors, LLC | 628,481 | $18.9M | 0.24% | 2025-12-31 |
| 59 | Bangor Savings Bank | 624,598 | $18.8M | 0.24% | 2025-12-31 |
| 60 | Denver PWM, LLC | 651,013 | $18.3M | 0.25% | 2025-12-31 |
| 61 | FAS Wealth Partners, Inc. | 604,350 | $18.2M | 0.23% | 2025-12-31 |
| 62 | BENJAMIN EDWARDS INC | 552,805 | $16.6M | 0.21% | 2025-12-31 |
| 63 | MAI Capital Management | 547,132 | $16.5M | 0.21% | 2025-12-31 |
| 64 | Farther Finance Advisors, LLC | 538,826 | $16.2M | 0.20% | 2025-12-31 |
| 65 | Asset Management Group, Inc. | 525,766 | $15.8M | 0.20% | 2025-12-31 |
| 66 | Sherwood Financial Partners, LLC | 517,868 | $15.6M | 0.19% | 2025-12-31 |
| 67 | Triangle Securities Wealth Management | 516,831 | $15.5M | 0.19% | 2025-12-31 |
| 68 | GOLDMAN SACHS GROUP INC | 503,432 | $15.1M | 0.19% | 2025-12-31 |
| 69 | HORIZON FINANCIAL SERVICES, LLC | 498,477 | $15.0M | 0.19% | 2025-12-31 |
| 70 | Curbstone Financial Management Corp | 497,949 | $15.0M | 0.19% | 2025-12-31 |
| 71 | HHM Wealth Advisors, LLC | 487,054 | $14.6M | 0.18% | 2025-12-31 |
| 72 | Trinity Legacy Partners, LLC | 484,455 | $14.6M | 0.18% | 2025-12-31 |
| 73 | Savant Capital, LLC | 479,513 | $14.4M | 0.18% | 2025-12-31 |
| 74 | Harbor Group, Inc. | 478,872 | $14.4M | 0.18% | 2025-12-31 |
| 75 | Womack Financial LLC | 477,566 | $14.4M | 0.18% | 2025-12-31 |
| 76 | PITTENGER & ANDERSON INC | 474,903 | $14.3M | 0.18% | 2025-12-31 |
| 77 | BANK OF AMERICA CORP /DE/ | 470,866 | $14.2M | 0.18% | 2025-12-31 |
| 78 | IMA Advisory Services, Inc. | 460,324 | $13.8M | 0.17% | 2025-12-31 |
| 79 | Courage Miller Partners, LLC | 458,977 | $13.8M | 0.17% | 2025-12-31 |
| 80 | Clearwater Capital Advisors, LLC | 456,692 | $13.7M | 0.17% | 2025-12-31 |
| 81 | Spinnaker Investment Group, LLC | 451,608 | $13.6M | 0.17% | 2025-12-31 |
| 82 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 449,739 | $13.5M | 0.17% | 2025-12-31 |
| 83 | Schneider Downs Wealth Management Advisors, LP | 448,477 | $13.5M | 0.17% | 2025-12-31 |
| 84 | Fortis Capital Management LLC | 437,262 | $13.1M | 0.16% | 2025-12-31 |
| 85 | Cannon Capital Management, Inc. | 435,855 | $13.1M | 0.16% | 2025-12-31 |
| 86 | Fifth Third Securities, Inc. | 433,221 | $13.0M | 0.16% | 2025-12-31 |
| 87 | White & Co Financial Planning Inc | 432,356 | $13.0M | 0.16% | 2025-12-31 |
| 88 | Focus Financial Network, Inc. | 426,954 | $12.8M | 0.16% | 2025-12-31 |
| 89 | BlackRock, Inc. | 425,391 | $12.8M | 0.16% | 2025-12-31 |
| 90 | Pacific Sage Partners, LLC | 412,211 | $12.4M | 0.15% | 2025-12-31 |
| 91 | JPMORGAN CHASE & CO | 405,732 | $12.2M | 0.15% | 2025-12-31 |
| 92 | RIVER'S EDGE WEALTH MANAGEMENT, LLC | 372,482 | $12.1M | 0.14% | 2025-12-31 |
| 93 | St. Johns Investment Management Company, LLC | 398,643 | $12.0M | 0.15% | 2025-12-31 |
| 94 | Peak Financial Management, Inc. | 392,250 | $11.8M | 0.15% | 2025-12-31 |
| 95 | Brand Asset Management Group, Inc. | 380,554 | $11.4M | 0.14% | 2025-12-31 |
| 96 | Alliance Wealth Management Group | 380,277 | $11.4M | 0.14% | 2025-12-31 |
| 97 | Towercrest Capital Management | 380,277 | $11.4M | 0.14% | 2025-12-31 |
| 98 | HBK Sorce Advisory LLC | 350,270 | $11.4M | 0.13% | 2025-12-31 |
| 99 | Strategic Family Wealth Counselors, L.L.C. | 359,910 | $11.4M | 0.13% | 2025-12-31 |
| 100 | DAVENPORT & Co LLC | 375,879 | $11.3M | 0.14% | 2025-12-31 |
| 101 | BUSH INVESTMENT GROUP, LLC | 377,021 | $11.2M | 0.14% | 2025-12-31 |
| 102 | WHITTIER TRUST CO OF NEVADA INC | 353,788 | $11.1M | 0.13% | 2025-12-31 |
| 103 | Clear Creek Financial Management, LLC | 367,646 | $11.1M | 0.14% | 2025-12-31 |
| 104 | Missouri Trust & Investment Co | 367,312 | $11.0M | 0.14% | 2025-12-31 |
| 105 | Omega Financial Group, LLC | 365,003 | $11.0M | 0.14% | 2025-12-31 |
| 106 | NORTH STAR ASSET MANAGEMENT INC | 363,057 | $10.9M | 0.13% | 2025-12-31 |
| 107 | MML INVESTORS SERVICES, LLC | 361,883 | $10.9M | 0.13% | 2025-12-31 |
| 108 | Nadler Financial Group, Inc. | 358,722 | $10.8M | 0.13% | 2025-12-31 |
| 109 | WELLS FARGO & COMPANY/MN | 357,515 | $10.8M | 0.13% | 2025-12-31 |
| 110 | ProVise Management Group, LLC | 356,503 | $10.7M | 0.13% | 2025-12-31 |
| 111 | Christensen, King & Associates Investment Services, Inc. | 353,581 | $10.6M | 0.13% | 2025-12-31 |
| 112 | KAVAR CAPITAL PARTNERS GROUP, LLC | 351,877 | $10.6M | 0.13% | 2025-12-31 |
| 113 | Larson Financial Group LLC | 346,685 | $10.4M | 0.13% | 2025-12-31 |
| 114 | Elwood & Goetz Wealth Advisory Group, LLC | 346,673 | $10.4M | 0.13% | 2025-12-31 |
| 115 | Clearstead Advisors, LLC | 346,531 | $10.4M | 0.13% | 2025-12-31 |
| 116 | AQR CAPITAL MANAGEMENT LLC | 346,201 | $10.4M | 0.13% | 2025-12-31 |
| 117 | LINCOLN CAPITAL CORP | 342,595 | $10.3M | 0.13% | 2025-12-31 |
| 118 | Sightline Wealth Advisors, LLC | 340,882 | $10.3M | 0.13% | 2025-12-31 |
| 119 | LEAVELL INVESTMENT MANAGEMENT, INC. | 338,592 | $10.2M | 0.13% | 2025-12-31 |
| 120 | Avior Wealth Management, LLC | 337,242 | $10.1M | 0.12% | 2025-12-31 |
| 121 | Milestone Investment Advisors LLC | 336,984 | $10.1M | 0.12% | 2025-12-31 |
| 122 | MONEY CONCEPTS CAPITAL CORP | 336,457 | $10.1M | 0.12% | 2025-12-31 |
| 123 | N.E.W. Advisory Services LLC | 330,011 | $9.9M | 0.12% | 2025-12-31 |
| 124 | Tiller Private Wealth, Inc. | 327,279 | $9.8M | 0.12% | 2025-12-31 |
| 125 | Lee Financial Co | 323,124 | $9.7M | 0.12% | 2025-12-31 |
| 126 | Allworth Financial LP | 321,084 | $9.7M | 0.12% | 2025-12-31 |
| 127 | Gradient Capital Advisors, LLC | 315,981 | $9.5M | 0.12% | 2025-12-31 |
| 128 | HB Wealth Management, LLC | 315,361 | $9.5M | 0.12% | 2025-12-31 |
| 129 | TRUIST FINANCIAL CORP | 315,066 | $9.5M | 0.12% | 2025-12-31 |
| 130 | Visionary Wealth Advisors | 310,806 | $9.3M | 0.11% | 2025-12-31 |
| 131 | Bernard Wealth Management Corp. | 307,350 | $9.2M | 0.11% | 2025-12-31 |
| 132 | BLUE SQUARE ASSET MANAGEMENT, LLC | 305,958 | $9.2M | 0.11% | 2025-12-31 |
| 133 | Monetary Solutions, Ltd | 304,332 | $9.2M | 0.11% | 2025-12-31 |
| 134 | Lido Advisors, LLC | 304,739 | $9.1M | 0.11% | 2025-12-31 |
| 135 | Private Advisor Group, LLC | 301,859 | $9.1M | 0.11% | 2025-12-31 |
| 136 | WHITTIER TRUST CO | 282,496 | $8.9M | 0.10% | 2025-12-31 |
| 137 | TWO SIGMA INVESTMENTS, LP | 293,000 | $8.8M | 0.11% | 2025-12-31 |
| 138 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 290,220 | $8.7M | 0.11% | 2025-12-31 |
| 139 | COMMONWEALTH EQUITY SERVICES, LLC | 290,109 | $8.7M | 0.11% | 2025-12-31 |
| 140 | VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 288,759 | $8.7M | 0.11% | 2025-12-31 |
| 141 | Sunbelt Securities, Inc. | 285,807 | $8.6M | 0.10% | 2025-12-31 |
| 142 | Baird Financial Group, Inc. | 279,321 | $8.4M | 0.10% | 2025-12-31 |
| 143 | Ausdal Financial Partners, Inc. | 279,157 | $8.4M | 0.10% | 2025-12-31 |
| 144 | OSAIC HOLDINGS, INC. | 275,440 | $8.3M | 0.10% | 2025-12-31 |
| 145 | Main Street Financial Solutions, LLC | 270,151 | $8.1M | 0.10% | 2025-12-31 |
| 146 | Moisand Fitzgerald Tamayo, LLC | 269,680 | $8.1M | 0.10% | 2025-12-31 |
| 147 | American Money Management, LLC | 269,013 | $8.1M | 0.10% | 2025-12-31 |
| 148 | Black Diamond Financial, LLC | 266,934 | $8.0M | 0.10% | 2025-12-31 |
| 149 | PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 264,437 | $8.0M | 0.10% | 2025-12-31 |
| 150 | GILL CAPITAL PARTNERS, LLC | 258,753 | $7.8M | 0.09% | 2025-12-31 |
| 151 | ARBOR TRUST WEALTH ADVISORS, LLC | 258,571 | $7.8M | 0.09% | 2025-12-31 |
| 152 | Rockefeller Capital Management L.P. | 256,655 | $7.7M | 0.09% | 2025-12-31 |
| 153 | CARY STREET PARTNERS FINANCIAL LLC | 254,906 | $7.7M | 0.09% | 2025-12-31 |
| 154 | James J. Burns & Company, LLC | 244,371 | $7.3M | 0.09% | 2025-12-31 |
| 155 | Meridian Wealth Partners, LLC | 242,388 | $7.3M | 0.09% | 2025-12-31 |
| 156 | Brookstone Capital Management | 241,917 | $7.3M | 0.09% | 2025-12-31 |
| 157 | Meridian Wealth Management, LLC | 241,069 | $7.2M | 0.09% | 2025-12-31 |
| 158 | TRUST POINT INC. | 239,333 | $7.2M | 0.09% | 2025-12-31 |
| 159 | Cresset Asset Management, LLC | 235,057 | $7.1M | 0.09% | 2025-12-31 |
| 160 | Peterson Wealth Advisors, LLC | 234,307 | $7.0M | 0.09% | 2025-12-31 |
| 161 | Jacobi Capital Management LLC | 232,998 | $7.0M | 0.08% | 2025-12-31 |
| 162 | Broadleaf Partners, LLC | 227,321 | $6.8M | 0.08% | 2025-12-31 |
| 163 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 224,103 | $6.7M | 0.08% | 2025-12-31 |
| 164 | Wealth Enhancement Trust Services, Inc. | 219,469 | $6.6M | 0.08% | 2025-12-31 |
| 165 | McCarthy Asset Management, Inc. | 214,138 | $6.4M | 0.08% | 2025-12-31 |
| 166 | Merit Financial Group, LLC | 210,346 | $6.3M | 0.08% | 2025-12-31 |
| 167 | Anchor Investment Management, LLC | 207,667 | $6.2M | 0.07% | 2025-12-31 |
| 168 | RESTON WEALTH MANAGEMENT LLC | 206,893 | $6.2M | 0.07% | 2025-12-31 |
| 169 | Financial Synergies Wealth Advisors, Inc. | 206,179 | $6.2M | 0.07% | 2025-12-31 |
| 170 | Destination Wealth Management | 204,672 | $6.2M | 0.07% | 2025-12-31 |
| 171 | Victrix Investment Advisors | 202,819 | $6.1M | 0.07% | 2025-12-31 |
| 172 | DHJJ Financial Advisors, Ltd. | 199,849 | $6.0M | 0.07% | 2025-12-31 |
| 173 | SILVER OAK SECURITIES, INCORPORATED | 196,793 | $6.0M | 0.07% | 2025-12-31 |
| 174 | CATHY PARETO & ASSOCIATES, INC | 195,502 | $5.9M | 0.07% | 2025-12-31 |
| 175 | Cape Investment Advisory, Inc. | 195,396 | $5.9M | 0.07% | 2025-12-31 |
| 176 | MANCHESTER FINANCIAL INC | 195,396 | $5.9M | 0.07% | 2025-12-31 |
| 177 | Newton One Investments LLC | 193,068 | $5.8M | 0.07% | 2025-12-31 |
| 178 | Pure Financial Advisors, LLC | 190,087 | $5.7M | 0.07% | 2025-12-31 |
| 179 | OneAscent Financial Services LLC | 186,471 | $5.6M | 0.07% | 2025-12-31 |
| 180 | Modern Wealth Management, LLC | 186,455 | $5.6M | 0.07% | 2025-12-31 |
| 181 | Gleason Group, Inc. | 186,219 | $5.6M | 0.07% | 2025-12-31 |
| 182 | Texas Yale Capital Corp. | 183,854 | $5.5M | 0.07% | 2025-12-31 |
| 183 | AdvisorNet Financial, Inc | 182,913 | $5.5M | 0.07% | 2025-12-31 |
| 184 | Powers Advisory Group, LLC | 177,607 | $5.3M | 0.06% | 2025-12-31 |
| 185 | Creekside Partners | 175,588 | $5.3M | 0.06% | 2025-12-31 |
| 186 | Madden Advisory Services, Inc. | 173,184 | $5.2M | 0.06% | 2025-12-31 |
| 187 | Wealthspire Advisors, LLC | 171,454 | $5.2M | 0.06% | 2025-12-31 |
| 188 | MONEYWISE, INC. | 164,202 | $4.9M | 0.06% | 2025-12-31 |
| 189 | HILLTOP WEALTH ADVISORS, LLC | 159,319 | $4.8M | 0.06% | 2025-12-31 |
| 190 | BIRCHBROOK, INC. | 159,054 | $4.8M | 0.06% | 2025-12-31 |
| 191 | TMB Capital Partners, LLC | 157,852 | $4.7M | 0.06% | 2025-12-31 |
| 192 | Newman Dignan & Sheerar, Inc. | 153,029 | $4.6M | 0.05% | 2025-12-31 |
| 193 | DIVERSIFY WEALTH MANAGEMENT, LLC | 144,595 | $4.6M | 0.05% | 2025-12-31 |
| 194 | Selby Wealth Management, LLC | 152,087 | $4.6M | 0.05% | 2025-12-31 |
| 195 | Steele Capital Management, Inc. | 151,201 | $4.5M | 0.05% | 2025-12-31 |
| 196 | Game Plan Financial Advisors, LLC | 151,063 | $4.5M | 0.05% | 2025-12-31 |
| 197 | May Hill Capital, LLC | 149,692 | $4.5M | 0.05% | 2025-12-31 |
| 198 | Family Investment Center, Inc. | 148,998 | $4.5M | 0.05% | 2025-12-31 |
| 199 | Kestra Advisory Services, LLC | 147,312 | $4.4M | 0.05% | 2025-12-31 |
| 200 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 145,828 | $4.4M | 0.05% | 2025-12-31 |
| 201 | Independent Solutions Wealth Management, LLC | 145,766 | $4.4M | 0.05% | 2025-12-31 |
| 202 | KINGSWOOD WEALTH ADVISORS, LLC | 145,529 | $4.4M | 0.05% | 2025-12-31 |
| 203 | Columbus Macro, LLC | 142,990 | $4.3M | 0.05% | 2025-12-31 |
| 204 | Alpha Omega Wealth Management LLC | 142,340 | $4.3M | 0.05% | 2025-12-31 |
| 205 | Code Waechter LLC | 142,078 | $4.3M | 0.05% | 2025-12-31 |
| 206 | FMR LLC | 141,335 | $4.2M | 0.05% | 2025-12-31 |
| 207 | Royal Bank of Canada | 139,430 | $4.2M | 0.05% | 2025-12-31 |
| 208 | Capital Planning LLC | 137,352 | $4.2M | 0.05% | 2025-12-31 |
| 209 | GREAT VALLEY ADVISOR GROUP, INC. | 137,716 | $4.1M | 0.05% | 2025-12-31 |
| 210 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 137,619 | $4.1M | 0.05% | 2025-12-31 |
| 211 | Sage Financial Management Group, Inc. | 136,963 | $4.1M | 0.05% | 2025-12-31 |
| 212 | Arcataur Capital Management LLC | 136,164 | $4.1M | 0.05% | 2025-12-31 |
| 213 | ATLAS CAPITAL ADVISORS INC. | 136,155 | $4.1M | 0.05% | 2025-12-31 |
| 214 | BALANCED WEALTH GROUP LLC | 136,887 | $4.1M | 0.05% | 2025-12-31 |
| 215 | Perigon Wealth Management, LLC | 133,679 | $4.0M | 0.05% | 2025-12-31 |
| 216 | Richardson Capital Management LLC | 133,182 | $4.0M | 0.05% | 2025-12-31 |
| 217 | IHT Wealth Management, LLC | 133,047 | $4.0M | 0.05% | 2025-12-31 |
| 218 | Schaeffer Financial LLC | 130,767 | $3.9M | 0.05% | 2025-12-31 |
| 219 | Roundview Capital LLC | 130,680 | $3.9M | 0.05% | 2025-12-31 |
| 220 | Vivaldi Capital Management LP | 130,378 | $3.9M | 0.05% | 2025-12-31 |
| 221 | CITIZENS FINANCIAL GROUP INC/RI | 129,440 | $3.9M | 0.04% | 2025-12-31 |
| 222 | Beacon Bridge Wealth Partners, LLC | 125,611 | $3.8M | 0.04% | 2025-12-31 |
| 223 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 125,600 | $3.8M | 0.04% | 2025-12-31 |
| 224 | Apollon Financial, LLC | 125,303 | $3.8M | 0.04% | 2025-12-31 |
| 225 | Providence First Trust Co | 124,769 | $3.8M | 0.04% | 2025-12-31 |
| 226 | Acorn Wealth Advisors, LLC | 123,908 | $3.7M | 0.04% | 2025-12-31 |
| 227 | WESCAP Management Group, Inc. | 122,602 | $3.7M | 0.04% | 2025-12-31 |
| 228 | LOWE BROCKENBROUGH & CO INC | 121,374 | $3.6M | 0.04% | 2025-12-31 |
| 229 | United Advisor Group, LLC | 120,161 | $3.6M | 0.04% | 2025-12-31 |
| 230 | May Barnhard Investments LLC | 119,132 | $3.6M | 0.04% | 2025-12-31 |
| 231 | Apollon Wealth Management, LLC | 118,156 | $3.6M | 0.04% | 2025-12-31 |
| 232 | Dakota Wealth Management | 116,830 | $3.5M | 0.04% | 2025-12-31 |
| 233 | NorthRock Partners, LLC | 115,967 | $3.5M | 0.04% | 2025-12-31 |
| 234 | PINNACLE ASSOCIATES LTD | 115,535 | $3.5M | 0.04% | 2025-12-31 |
| 235 | Envision Financial LLC | 114,934 | $3.5M | 0.04% | 2025-12-31 |
| 236 | Sequoia Financial Advisors, LLC | 114,454 | $3.4M | 0.04% | 2025-12-31 |
| 237 | Livet Wealth, LLC | 113,370 | $3.4M | 0.04% | 2025-12-31 |
| 238 | Miracle Mile Advisors, LLC | 113,146 | $3.4M | 0.04% | 2025-12-31 |
| 239 | BCS Wealth Management | 112,890 | $3.4M | 0.04% | 2025-12-31 |
| 240 | Murphy & Mullick Capital Management Corp | 110,963 | $3.3M | 0.04% | 2025-12-31 |
| 241 | Valmark Advisers, Inc. | 110,691 | $3.3M | 0.04% | 2025-12-31 |
| 242 | Prentice Wealth Management LLC | 108,977 | $3.3M | 0.04% | 2025-12-31 |
| 243 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 108,605 | $3.3M | 0.04% | 2025-12-31 |
| 244 | FRANKLIN RESOURCES INC | 108,571 | $3.3M | 0.04% | 2025-12-31 |
| 245 | Pinnacle Wealth Management Advisory Group, LLC | 108,296 | $3.3M | 0.04% | 2025-12-31 |
| 246 | Paradigm, Strategies in Wealth Management, LLC | 107,891 | $3.2M | 0.04% | 2025-12-31 |
| 247 | Everhart Financial Group, Inc. | 107,357 | $3.2M | 0.04% | 2025-12-31 |
| 248 | HC Advisors, LLC | 107,145 | $3.2M | 0.04% | 2025-12-31 |
| 249 | McAdam, LLC | 106,755 | $3.2M | 0.04% | 2025-12-31 |
| 250 | Revolve Wealth Partners, LLC | 106,531 | $3.2M | 0.04% | 2025-12-31 |
| 251 | Element Wealth, LLC | 106,224 | $3.2M | 0.04% | 2025-12-31 |
| 252 | Wescott Financial Advisory Group, LLC | 103,209 | $3.1M | 0.03% | 2025-12-31 |
| 253 | Wealth Group Ltd | 102,850 | $3.1M | 0.03% | 2025-12-31 |
| 254 | WealthShield Partners, LLC | 102,252 | $3.1M | 0.03% | 2025-12-31 |
| 255 | Blankinship & Foster, LLC | 101,885 | $3.1M | 0.03% | 2025-12-31 |
| 256 | PLANWISER FINANCIAL, LLC | 94,295 | $3.0M | 0.03% | 2025-12-31 |
| 257 | Orcam Financial Group | 101,119 | $3.0M | 0.03% | 2025-12-31 |
| 258 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 101,083 | $3.0M | 0.03% | 2025-12-31 |
| 259 | Wealthcare Advisory Partners LLC | 100,912 | $3.0M | 0.03% | 2025-12-31 |
| 260 | Cambridge Financial Group, LLC | 101,140 | $3.0M | 0.03% | 2025-12-31 |
| 261 | Meramec Financial Planners, LLC | 89,796 | $2.9M | 0.03% | 2025-12-31 |
| 262 | Waterfront Wealth Inc. | 91,013 | $2.9M | 0.03% | 2025-12-31 |
| 263 | COLDSTREAM CAPITAL MANAGEMENT INC | 97,205 | $2.9M | 0.03% | 2025-12-31 |
| 264 | Zhang Financial LLC | 95,926 | $2.9M | 0.03% | 2025-12-31 |
| 265 | Madison Wealth Partners, Inc | 95,639 | $2.9M | 0.03% | 2025-12-31 |
| 266 | River Wealth Advisors LLC | 94,098 | $2.8M | 0.03% | 2025-12-31 |
| 267 | Compass Financial Group, INC/SD | 93,838 | $2.8M | 0.03% | 2025-12-31 |
| 268 | PCA Investment Advisory Services Inc. | 93,767 | $2.8M | 0.03% | 2025-12-31 |
| 269 | Vise Technologies, Inc. | 93,195 | $2.8M | 0.03% | 2025-12-31 |
| 270 | Equitable Holdings, Inc. | 93,132 | $2.8M | 0.03% | 2025-12-31 |
| 271 | Aptus Capital Advisors, LLC | 93,006 | $2.8M | 0.03% | 2025-12-31 |
| 272 | SeaCrest Wealth Management, LLC | 88,992 | $2.8M | 0.03% | 2025-12-31 |
| 273 | LifeSteps Financial, Inc. | 91,965 | $2.8M | 0.03% | 2025-12-31 |
| 274 | True North Advisors, LLC | 91,628 | $2.8M | 0.03% | 2025-12-31 |
| 275 | Boltwood Capital Management | 90,974 | $2.7M | 0.03% | 2025-12-31 |
| 276 | Jacobs Equity LLC | 90,445 | $2.7M | 0.03% | 2025-12-31 |
| 277 | Leisure Capital Management | 90,430 | $2.7M | 0.03% | 2025-12-31 |
| 278 | St. Louis Trust Co | 89,914 | $2.7M | 0.03% | 2025-12-31 |
| 279 | EP Wealth Advisors, LLC | 89,597 | $2.7M | 0.03% | 2025-12-31 |
| 280 | STIFEL FINANCIAL CORP | 89,322 | $2.7M | 0.03% | 2025-12-31 |
| 281 | Fort Point Capital Partners LLC | 83,036 | $2.7M | 0.03% | 2025-12-31 |
| 282 | RFG Advisory, LLC | 88,759 | $2.7M | 0.03% | 2025-12-31 |
| 283 | Values Added Financial LLC | 88,169 | $2.7M | 0.03% | 2025-12-31 |
| 284 | Tradition Wealth Management, LLC | 87,763 | $2.6M | 0.03% | 2025-12-31 |
| 285 | Advisory Services Network, LLC | 87,660 | $2.6M | 0.03% | 2025-12-31 |
| 286 | BURKETT FINANCIAL SERVICES, LLC | 87,537 | $2.6M | 0.03% | 2025-12-31 |
| 287 | MATHER GROUP, LLC. | 86,033 | $2.6M | 0.03% | 2025-12-31 |
| 288 | NewEdge Advisors, LLC | 85,978 | $2.6M | 0.03% | 2025-12-31 |
| 289 | STEVENS CAPITAL PARTNERS | 85,435 | $2.6M | 0.03% | 2025-12-31 |
| 290 | Vantage Financial Partners, LLC | 83,970 | $2.5M | 0.03% | 2025-12-31 |
| 291 | CDKV HOLDINGS LLC | 83,737 | $2.5M | 0.03% | 2025-12-31 |
| 292 | Athena Investment Management | 82,959 | $2.5M | 0.03% | 2025-12-31 |
| 293 | Marquette Asset Management, LLC | 81,970 | $2.5M | 0.03% | 2025-12-31 |
| 294 | SENTINEL PENSION ADVISORS, LLC | 81,679 | $2.5M | 0.03% | 2025-12-31 |
| 295 | Red Door Wealth Management, LLC | 80,275 | $2.4M | 0.03% | 2025-12-31 |
| 296 | WBH ADVISORY INC | 80,165 | $2.4M | 0.03% | 2025-12-31 |
| 297 | JUNCTURE WEALTH STRATEGIES, LLC | 79,653 | $2.4M | 0.03% | 2025-12-31 |
| 298 | Bensler, LLC | 79,429 | $2.4M | 0.03% | 2025-12-31 |
| 299 | CRA Financial Services, LLC | 79,109 | $2.4M | 0.03% | 2025-12-31 |
| 300 | Dorato Capital Management | 74,180 | $2.4M | 0.02% | 2025-12-31 |
| 301 | CHOREO, LLC | 77,518 | $2.4M | 0.02% | 2025-12-31 |
| 302 | Nicholas Hoffman & Company, LLC. | 77,847 | $2.3M | 0.02% | 2025-12-31 |
| 303 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 77,602 | $2.3M | 0.02% | 2025-12-31 |
| 304 | Krilogy Financial LLC | 72,115 | $2.3M | 0.02% | 2025-12-31 |
| 305 | PANORAMIC INVESTMENT ADVISORS, LLC | 76,283 | $2.3M | 0.02% | 2025-12-31 |
| 306 | Affinity Capital Advisors, LLC | 76,179 | $2.3M | 0.02% | 2025-12-31 |
| 307 | MBA Advisors LLC | 76,105 | $2.3M | 0.02% | 2025-12-31 |
| 308 | PFG Advisors | 75,981 | $2.3M | 0.02% | 2025-12-31 |
| 309 | Strategic Financial Planning, Inc. | 74,880 | $2.3M | 0.02% | 2025-12-31 |
| 310 | SWS Partners | 74,526 | $2.2M | 0.02% | 2025-12-31 |
| 311 | Pine Valley Investments Ltd Liability Co | 72,531 | $2.1M | 0.02% | 2025-12-31 |
| 312 | Aspen Grove Capital, LLC | 71,349 | $2.1M | 0.02% | 2025-12-31 |
| 313 | Blue Barn Wealth, LLC | 70,446 | $2.1M | 0.02% | 2025-12-31 |
| 314 | Asset Advisors Investment Management, LLC | 70,280 | $2.1M | 0.02% | 2025-12-31 |
| 315 | WJ Financial Advisors LLC | 69,799 | $2.1M | 0.02% | 2025-12-31 |
| 316 | Joseph P. Lucia & Associates, LLC | 69,497 | $2.1M | 0.02% | 2025-12-31 |
| 317 | Sunburst Financial Group, LLC | 69,460 | $2.1M | 0.02% | 2025-12-31 |
| 318 | SHEETS SMITH WEALTH MANAGEMENT | 69,305 | $2.1M | 0.02% | 2025-12-31 |
| 319 | Summit Financial, LLC | 69,030 | $2.1M | 0.02% | 2025-12-31 |
| 320 | Ironwood Financial, llc | 65,329 | $2.1M | 0.02% | 2025-12-31 |
| 321 | STALEY CAPITAL ADVISERS INC | 67,130 | $2.0M | 0.02% | 2025-12-31 |
| 322 | Arrowroot Family Office, LLC | 67,090 | $2.0M | 0.02% | 2025-12-31 |
| 323 | LIBERTY SQUARE WEALTH PARTNERS LLC | 66,830 | $2.0M | 0.02% | 2025-12-31 |
| 324 | Madison Park Capital Advisors, LLC | 66,749 | $2.0M | 0.02% | 2025-12-31 |
| 325 | BRADLEY FOSTER & SARGENT INC/CT | 66,196 | $2.0M | 0.02% | 2025-12-31 |
| 326 | Alliance Private Wealth, LLC | 61,813 | $2.0M | 0.02% | 2025-12-31 |
| 327 | Csenge Advisory Group | 65,177 | $2.0M | 0.02% | 2025-12-31 |
| 328 | Westview Management dba Westview Investment Advisors | 64,898 | $2.0M | 0.02% | 2025-12-31 |
| 329 | Venture Visionary Partners LLC | 64,842 | $1.9M | 0.02% | 2025-12-31 |
| 330 | PNC Financial Services Group, Inc. | 64,825 | $1.9M | 0.02% | 2025-12-31 |
| 331 | Global Retirement Partners, LLC | 64,621 | $1.9M | 0.02% | 2025-12-31 |
| 332 | MCF Advisors LLC | 64,050 | $1.9M | 0.02% | 2025-12-31 |
| 333 | KCM INVESTMENT ADVISORS LLC | 63,459 | $1.9M | 0.02% | 2025-12-31 |
| 334 | Compound Planning, Inc. | 63,384 | $1.9M | 0.02% | 2025-12-31 |
| 335 | Econ Financial Services Corp | 61,299 | $1.8M | 0.02% | 2025-12-31 |
| 336 | John W. Brooker & Co., CPAs | 60,996 | $1.8M | 0.02% | 2025-12-31 |
| 337 | NFP Retirement, Inc. | 61,821 | $1.8M | 0.02% | 2025-12-31 |
| 338 | Valeo Financial Advisors, LLC | 60,445 | $1.8M | 0.02% | 2025-12-31 |
| 339 | Beaumont Financial Advisors, LLC | 60,022 | $1.8M | 0.02% | 2025-12-31 |
| 340 | Vision Capital Management, Inc. | 59,514 | $1.8M | 0.02% | 2025-12-31 |
| 341 | SMITH, MOORE & CO. | 59,444 | $1.8M | 0.02% | 2025-12-31 |
| 342 | Opal Wealth Advisors, LLC | 59,410 | $1.8M | 0.02% | 2025-12-31 |
| 343 | Cambridge Advisors Inc. | 58,758 | $1.8M | 0.02% | 2025-12-31 |
| 344 | NBZ Investment Advisors LLC | 58,483 | $1.8M | 0.02% | 2025-12-31 |
| 345 | Koesten, Hirschmann & Crabtree, INC. | 58,449 | $1.8M | 0.02% | 2025-12-31 |
| 346 | FAGAN ASSOCIATES, INC. | 58,092 | $1.7M | 0.02% | 2025-12-31 |
| 347 | COLLECTIVE FAMILY OFFICE LLC | 57,754 | $1.7M | 0.02% | 2025-12-31 |
| 348 | VSM Wealth Advisory, LLC | 57,577 | $1.7M | 0.02% | 2025-12-31 |
| 349 | JFS WEALTH ADVISORS, LLC | 57,438 | $1.7M | 0.02% | 2025-12-31 |
| 350 | Quadcap Wealth Management, LLC | 56,112 | $1.7M | 0.02% | 2025-12-31 |
| 351 | Embree Financial Group | 55,799 | $1.7M | 0.02% | 2025-12-31 |
| 352 | CVA Family Office, LLC | 55,180 | $1.7M | 0.02% | 2025-12-31 |
| 353 | Oldfather Financial Services, LLC | 54,712 | $1.6M | 0.02% | 2025-12-31 |
| 354 | Chandler Asset Management, Inc. | 54,585 | $1.6M | 0.02% | 2025-12-31 |
| 355 | LTG Capital LLC | 53,881 | $1.6M | 0.02% | 2025-12-31 |
| 356 | Seek First Inc. | 53,798 | $1.6M | 0.02% | 2025-12-31 |
| 357 | ETF Store, Inc. | 53,352 | $1.6M | 0.02% | 2025-12-31 |
| 358 | CAHILL FINANCIAL ADVISORS INC | 52,990 | $1.6M | 0.02% | 2025-12-31 |
| 359 | Kelman-Lazarov, Inc. | 52,267 | $1.6M | 0.02% | 2025-12-31 |
| 360 | BFSG, LLC | 51,813 | $1.6M | 0.01% | 2025-12-31 |
| 361 | GuidedMoney, LLC | 51,435 | $1.5M | 0.01% | 2025-12-31 |
| 362 | RCW Management, LLC | 51,314 | $1.5M | 0.01% | 2025-12-31 |
| 363 | FULTON BREAKEFIELD BROENNIMAN LLC | 51,008 | $1.5M | 0.01% | 2025-12-31 |
| 364 | ARKANSAS FINANCIAL GROUP, INC. | 54,659 | $1.5M | 0.02% | 2025-12-31 |
| 365 | Integrated Capital Management, LLC | 50,951 | $1.5M | 0.01% | 2025-12-31 |
| 366 | Long Island Wealth Management, Inc. | 50,313 | $1.5M | 0.01% | 2025-12-31 |
| 367 | VOISARD ASSET MANAGEMENT GROUP, INC. | 50,272 | $1.5M | 0.01% | 2025-12-31 |
| 368 | Integrated Advisors Network LLC | 50,077 | $1.5M | 0.01% | 2025-12-31 |
| 369 | Quantinno Capital Management LP | 49,919 | $1.5M | 0.01% | 2025-12-31 |
| 370 | Cornerstone Wealth Group, LLC | 49,799 | $1.5M | 0.01% | 2025-12-31 |
| 371 | First Growth Capital LLC | 45,486 | $1.5M | 0.01% | 2025-12-31 |
| 372 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 48,910 | $1.5M | 0.01% | 2025-12-31 |
| 373 | Thrive Wealth Management, LLC | 48,566 | $1.5M | 0.01% | 2025-12-31 |
| 374 | Financially in Tune, LLC | 47,914 | $1.4M | 0.01% | 2025-12-31 |
| 375 | Legacy Bridge, LLC | 47,846 | $1.4M | 0.01% | 2025-12-31 |
| 376 | S.A. Mason LLC | 47,577 | $1.4M | 0.01% | 2025-12-31 |
| 377 | K2 Financial Inc. | 45,465 | $1.4M | 0.01% | 2025-12-31 |
| 378 | 1900 WEALTH MANAGEMENT LLC | 46,968 | $1.4M | 0.01% | 2025-12-31 |
| 379 | Coastline Complete Wealth LLC | 46,763 | $1.4M | 0.01% | 2025-12-31 |
| 380 | Capital Advantage, Inc. | 46,519 | $1.4M | 0.01% | 2025-12-31 |
| 381 | KEYVANTAGE WEALTH, LLC | 46,228 | $1.4M | 0.01% | 2025-12-31 |
| 382 | SCS Capital Management LLC | 46,143 | $1.4M | 0.01% | 2025-12-31 |
| 383 | North Forty Two & Co. | 46,051 | $1.4M | 0.01% | 2025-12-31 |
| 384 | Empowered Funds, LLC | 45,584 | $1.4M | 0.01% | 2025-12-31 |
| 385 | SMITHBRIDGE ASSET MANAGEMENT INC/DE | 45,346 | $1.4M | 0.01% | 2025-12-31 |
| 386 | Per Stirling Capital Management, LLC. | 45,166 | $1.4M | 0.01% | 2025-12-31 |
| 387 | TUDOR INVESTMENT CORP ET AL | 45,137 | $1.4M | 0.01% | 2025-12-31 |
| 388 | ALTFEST L J & CO INC | 45,136 | $1.4M | 0.01% | 2025-12-31 |
| 389 | Focus Partners Advisor Solutions, LLC | 44,831 | $1.3M | 0.01% | 2025-12-31 |
| 390 | Ifrah Financial Services, Inc. | 44,823 | $1.3M | 0.01% | 2025-12-31 |
| 391 | ALLIANCEBERNSTEIN L.P. | 44,387 | $1.3M | 0.01% | 2025-12-31 |
| 392 | QUADRANT CAPITAL GROUP LLC | 44,382 | $1.3M | 0.01% | 2025-12-31 |
| 393 | Whipplewood Advisors, LLC | 43,806 | $1.3M | 0.01% | 2025-12-31 |
| 394 | Diversify Advisory Services, LLC | 41,010 | $1.3M | 0.01% | 2025-12-31 |
| 395 | Sharkey, Howes & Javer | 43,776 | $1.3M | 0.01% | 2025-12-31 |
| 396 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 43,531 | $1.3M | 0.01% | 2025-12-31 |
| 397 | US BANCORP \DE\ | 43,227 | $1.3M | 0.01% | 2025-12-31 |
| 398 | LAZARD ASSET MANAGEMENT LLC | 43,158 | $1.3M | 0.01% | 2025-12-31 |
| 399 | EVERGREEN CAPITAL MANAGEMENT LLC | 42,068 | $1.3M | 0.01% | 2025-12-31 |
| 400 | Foundations Investment Advisors, LLC | 41,933 | $1.3M | 0.01% | 2025-12-31 |
| 401 | WP Advisors, LLC | 41,176 | $1.2M | 0.01% | 2025-12-31 |
| 402 | Arax Advisory Partners | 41,170 | $1.2M | 0.01% | 2025-12-31 |
| 403 | IEQ CAPITAL, LLC | 41,094 | $1.2M | 0.01% | 2025-12-31 |
| 404 | ARK & TLK INVESTMENTS, LLC | 41,000 | $1.2M | 0.01% | 2025-12-31 |
| 405 | SIGMA INVESTMENT COUNSELORS INC | 40,702 | $1.2M | 0.01% | 2025-12-31 |
| 406 | FLAGSHIP HARBOR ADVISORS, LLC | 15,643 | $1.2M | 0.00% | 2025-12-31 |
| 407 | Single Point Partners, LLC | 40,467 | $1.2M | 0.01% | 2025-12-31 |
| 408 | FF Advisors,LLC | 40,406 | $1.2M | 0.01% | 2025-12-31 |
| 409 | Summit Trail Advisors, LLC | 40,032 | $1.2M | 0.01% | 2025-12-31 |
| 410 | CLEAR INVESTMENT RESEARCH, LLC | 39,901 | $1.2M | 0.01% | 2025-12-31 |
| 411 | GHP Investment Advisors, Inc. | 39,766 | $1.2M | 0.01% | 2025-12-31 |
| 412 | Wilkins Miller Wealth Management, LLC | 39,670 | $1.2M | 0.01% | 2025-12-31 |
| 413 | NAPLES GLOBAL ADVISORS, LLC | 39,583 | $1.2M | 0.01% | 2025-12-31 |
| 414 | First Pacific Financial | 39,477 | $1.2M | 0.01% | 2025-12-31 |
| 415 | Vanguard Personalized Indexing Management, LLC | 39,447 | $1.2M | 0.01% | 2025-12-31 |
| 416 | BLAIR WILLIAM & CO/IL | 39,256 | $1.2M | 0.01% | 2025-12-31 |
| 417 | SAWGRASS ASSET MANAGEMENT LLC | 39,244 | $1.2M | 0.01% | 2025-12-31 |
| 418 | Bouchey Financial Group Ltd | 38,980 | $1.2M | 0.01% | 2025-12-31 |
| 419 | HARBOUR INVESTMENTS, INC. | 38,705 | $1.2M | 0.01% | 2025-12-31 |
| 420 | IAG Wealth Partners, LLC | 38,691 | $1.2M | 0.01% | 2025-12-31 |
| 421 | Ameritas Advisory Services, LLC | 38,586 | $1.2M | 0.01% | 2025-12-31 |
| 422 | AlphaCore Capital LLC | 38,541 | $1.2M | 0.01% | 2025-12-31 |
| 423 | Cassilly Financial Group LLC | 38,392 | $1.2M | 0.01% | 2025-12-31 |
| 424 | Stonebridge Financial Group, LLC | 38,117 | $1.1M | 0.01% | 2025-12-31 |
| 425 | CONDOR CAPITAL MANAGEMENT | 37,961 | $1.1M | 0.01% | 2025-12-31 |
| 426 | HOLDERNESS INVESTMENTS CO | 37,831 | $1.1M | 0.01% | 2025-12-31 |
| 427 | Squire Investment Management Company, LLC | 37,801 | $1.1M | 0.01% | 2025-12-31 |
| 428 | Orca Investment Management, LLC | 37,564 | $1.1M | 0.01% | 2025-12-31 |
| 429 | FIDELIS iM, LLC | 37,542 | $1.1M | 0.01% | 2025-12-31 |
| 430 | Summit Financial Wealth Advisors, LLC | 37,530 | $1.1M | 0.01% | 2025-12-31 |
| 431 | Savvy Advisors, Inc. | 37,530 | $1.1M | 0.01% | 2025-12-31 |
| 432 | WISCONSIN CAPITAL MANAGEMENT LLC | 37,500 | $1.1M | 0.01% | 2025-12-31 |
| 433 | Sculati Wealth Management, LLC | 37,488 | $1.1M | 0.01% | 2025-12-31 |
| 434 | Great Waters Wealth Management | 37,385 | $1.1M | 0.01% | 2025-12-31 |
| 435 | RMR Wealth Builders | 37,048 | $1.1M | 0.01% | 2025-12-31 |
| 436 | Cornerstone Wealth Management, LLC | 36,245 | $1.1M | 0.01% | 2025-12-31 |
| 437 | COMMERCE BANK | 35,835 | $1.1M | 0.01% | 2025-12-31 |
| 438 | Pathstone Holdings, LLC | 35,804 | $1.1M | 0.01% | 2025-12-31 |
| 439 | ADAMSBROWN WEALTH CONSULTANTS LLC | 35,372 | $1.1M | 0.01% | 2025-12-31 |
| 440 | Chesapeake Wealth Management | 34,901 | $1.0M | 0.01% | 2025-12-31 |
| 441 | Crescent Sterling, Ltd. | 34,824 | $1.0M | 0.01% | 2025-12-31 |
| 442 | NWAM LLC | 32,630 | $1.0M | 0.01% | 2025-12-31 |
| 443 | AMG National Trust Bank | 34,650 | $1.0M | 0.01% | 2025-12-31 |
| 444 | Rede Wealth, LLC | 34,638 | $1.0M | 0.01% | 2025-12-31 |
| 445 | Grantvest Financial Group LLC | 34,428 | $1.0M | 0.01% | 2025-12-31 |
| 446 | RWA WEALTH PARTNERS, LLC | 34,405 | $1.0M | 0.01% | 2025-12-31 |
| 447 | WFA of San Diego, LLC | 34,369 | $1.0M | 0.01% | 2025-12-31 |
| 448 | Princeton Global Asset Management LLC | 34,336 | $1.0M | 0.01% | 2025-12-31 |
| 449 | Rialto Wealth Management, LLC | 34,255 | $1.0M | 0.01% | 2025-12-31 |
| 450 | Burns Matteson Capital Management, LLC | 34,144 | $1.0M | 0.01% | 2025-12-31 |
| 451 | LOWERY THOMAS, LLC | 34,030 | $1.0M | 0.01% | 2025-12-31 |
| 452 | ELEVATION WEALTH PARTNERS, LLC | 33,612 | $1.0M | 0.01% | 2025-12-31 |
| 453 | NOVARE CAPITAL MANAGEMENT LLC | 33,303 | $1.0M | 0.01% | 2025-12-31 |
| 454 | Five Pine Wealth Management | 32,835 | $987.4K | 0.01% | 2025-12-31 |
| 455 | PACIFIC SUN FINANCIAL CORP | 32,756 | $985.0K | 0.01% | 2025-12-31 |
| 456 | Gambit Capital Management, LLC | 32,731 | $984.2K | 0.01% | 2025-12-31 |
| 457 | Ironwood Wealth Management, LLC. | 32,589 | $980.0K | 0.01% | 2025-12-31 |
| 458 | Hilltop Partners LLC | 32,508 | $977.5K | 0.01% | 2025-12-31 |