CUSIP 808524755
SCHWAB STRATEGIC TR
470 institutions · $13.33B total · 294,110,478 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 146,483,938 | $6.62B | 49.80% | 2025-12-31 |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18,458,748 | $855.8M | 6.27% | 2025-12-31 |
| 3 | REGIONS FINANCIAL CORP | 9,160,980 | $414.2M | 3.11% | 2025-12-31 |
| 4 | MORGAN STANLEY | 6,389,898 | $288.9M | 2.17% | 2025-12-31 |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,032,995 | $272.8M | 2.05% | 2025-12-31 |
| 6 | BANK OF AMERICA CORP /DE/ | 5,055,431 | $228.6M | 1.71% | 2025-12-31 |
| 7 | WELLS FARGO & COMPANY/MN | 3,889,282 | $175.8M | 1.32% | 2025-12-31 |
| 8 | CAPTRUST FINANCIAL ADVISORS | 3,399,322 | $153.7M | 1.15% | 2025-12-31 |
| 9 | VICTORY CAPITAL MANAGEMENT INC | 3,242,688 | $146.6M | 1.10% | 2025-12-31 |
| 10 | Mountain Capital Investment Advisors Inc. | 2,644,572 | $127.4M | 0.89% | 2025-12-31 |
| 11 | AMERIPRISE FINANCIAL INC | 2,591,029 | $117.1M | 0.88% | 2025-12-31 |
| 12 | LPL Financial LLC | 2,481,686 | $112.2M | 0.84% | 2025-12-31 |
| 13 | Boulay Financial Advisors, LLC | 2,461,305 | $111.3M | 0.83% | 2025-12-31 |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 2,201,679 | $99.5M | 0.74% | 2025-12-31 |
| 15 | FMR LLC | 1,847,884 | $83.5M | 0.62% | 2025-12-31 |
| 16 | AlphaCore Capital LLC | 1,602,045 | $72.4M | 0.54% | 2025-12-31 |
| 17 | Cetera Investment Advisers | 1,584,577 | $71.6M | 0.53% | 2025-12-31 |
| 18 | UBS Group AG | 1,410,532 | $63.8M | 0.47% | 2025-12-31 |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,345,522 | $60.8M | 0.45% | 2025-12-31 |
| 20 | StoneX Group Inc. | 1,344,284 | $60.8M | 0.45% | 2025-12-31 |
| 21 | Orion Porfolio Solutions, LLC | 1,254,403 | $56.7M | 0.42% | 2025-12-31 |
| 22 | HighTower Advisors, LLC | 1,248,393 | $56.4M | 0.42% | 2025-12-31 |
| 23 | Strata Wealth Advisors, LLC | 1,241,026 | $56.1M | 0.42% | 2025-12-31 |
| 24 | CVA Family Office, LLC | 1,195,046 | $54.0M | 0.40% | 2025-12-31 |
| 25 | Trust Co | 1,149,491 | $52.0M | 0.39% | 2025-12-31 |
| 26 | ALPS ADVISORS INC | 1,131,219 | $51.1M | 0.38% | 2025-12-31 |
| 27 | Capital Advantage, Inc. | 1,103,954 | $49.9M | 0.37% | 2025-12-31 |
| 28 | Capital Advisors Wealth Management, LLC | 1,072,904 | $48.5M | 0.36% | 2025-12-31 |
| 29 | Nadler Financial Group, Inc. | 1,068,140 | $48.3M | 0.36% | 2025-12-31 |
| 30 | Hardy Reed LLC | 1,063,427 | $48.1M | 0.36% | 2025-12-31 |
| 31 | CANANDAIGUA NATIONAL BANK & TRUST CO | 1,057,708 | $47.8M | 0.35% | 2025-12-31 |
| 32 | Charles Schwab Trust Co | 1,045,570 | $47.3M | 0.35% | 2025-12-31 |
| 33 | Private Advisor Group, LLC | 1,030,345 | $46.6M | 0.35% | 2025-12-31 |
| 34 | CITADEL ADVISORS LLC | 1,009,015 | $45.6M | 0.34% | 2025-12-31 |
| 35 | Verde Capital Management | 981,015 | $44.4M | 0.33% | 2025-12-31 |
| 36 | OSAIC HOLDINGS, INC. | 909,089 | $41.1M | 0.30% | 2025-12-31 |
| 37 | MFA WEALTH ADVISORS, LLC | 896,932 | $40.6M | 0.30% | 2025-12-31 |
| 38 | Mariner, LLC | 875,522 | $39.6M | 0.29% | 2025-12-31 |
| 39 | Pallas Capital Advisors LLC | 854,093 | $38.6M | 0.29% | 2025-12-31 |
| 40 | Johnson Bixby & Associates, LLC | 851,372 | $38.5M | 0.28% | 2025-12-31 |
| 41 | JANE STREET GROUP, LLC | 820,159 | $37.1M | 0.27% | 2025-12-31 |
| 42 | Arlington Financial Advisors, LLC | 808,487 | $36.6M | 0.27% | 2025-12-31 |
| 43 | Barry Investment Advisors, LLC | 793,737 | $35.9M | 0.26% | 2025-12-31 |
| 44 | Unison Advisors LLC | 781,514 | $35.3M | 0.26% | 2025-12-31 |
| 45 | Resonant Capital Advisors, LLC | 746,700 | $33.8M | 0.25% | 2025-12-31 |
| 46 | Opes Wealth Management LLC | 714,490 | $32.3M | 0.24% | 2025-12-31 |
| 47 | Dynamic Advisor Solutions LLC | 713,497 | $32.3M | 0.24% | 2025-12-31 |
| 48 | LEAVELL INVESTMENT MANAGEMENT, INC. | 701,768 | $31.7M | 0.23% | 2025-12-31 |
| 49 | Bell Investment Advisors, Inc | 685,355 | $31.0M | 0.23% | 2025-12-31 |
| 50 | Focus Financial Network, Inc. | 657,138 | $29.7M | 0.22% | 2025-12-31 |
| 51 | WESCAP Management Group, Inc. | 637,395 | $28.8M | 0.21% | 2025-12-31 |
| 52 | Geneos Wealth Management Inc. | 631,222 | $28.5M | 0.21% | 2025-12-31 |
| 53 | Royal Bank of Canada | 628,022 | $28.4M | 0.21% | 2025-12-31 |
| 54 | EXENCIAL WEALTH ADVISORS, LLC | 610,738 | $27.6M | 0.20% | 2025-12-31 |
| 55 | JPMORGAN CHASE & CO | 590,775 | $26.7M | 0.20% | 2025-12-31 |
| 56 | Solitude Financial Services | 576,304 | $26.1M | 0.19% | 2025-12-31 |
| 57 | COMMONWEALTH EQUITY SERVICES, LLC | 566,899 | $25.6M | 0.19% | 2025-12-31 |
| 58 | RAYMOND JAMES FINANCIAL INC | 553,174 | $25.0M | 0.18% | 2025-12-31 |
| 59 | Prairiewood Capital, LLC | 549,436 | $24.8M | 0.18% | 2025-12-31 |
| 60 | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 548,291 | $24.8M | 0.18% | 2025-12-31 |
| 61 | MAI Capital Management | 532,648 | $24.1M | 0.18% | 2025-12-31 |
| 62 | CABOT WEALTH MANAGEMENT INC | 530,689 | $24.0M | 0.18% | 2025-12-31 |
| 63 | Focus Partners Wealth | 521,126 | $22.8M | 0.17% | 2025-12-31 |
| 64 | Creative Planning | 494,307 | $22.3M | 0.16% | 2025-12-31 |
| 65 | Tradition Wealth Management, LLC | 486,927 | $22.0M | 0.16% | 2025-12-31 |
| 66 | Sequoia Financial Advisors, LLC | 486,816 | $22.0M | 0.16% | 2025-12-31 |
| 67 | Savant Capital, LLC | 478,997 | $21.7M | 0.16% | 2025-12-31 |
| 68 | GREAT VALLEY ADVISOR GROUP, INC. | 472,655 | $21.4M | 0.16% | 2025-12-31 |
| 69 | Red Tortoise LLC | 457,602 | $20.7M | 0.15% | 2025-12-31 |
| 70 | Seven Springs Wealth Group, LLC | 456,135 | $20.6M | 0.15% | 2025-12-31 |
| 71 | Vise Technologies, Inc. | 452,251 | $20.4M | 0.15% | 2025-12-31 |
| 72 | McKinley Carter Wealth Services, Inc. | 445,359 | $20.1M | 0.15% | 2025-12-31 |
| 73 | Maia Wealth LLC | 393,522 | $20.1M | 0.13% | 2025-12-31 |
| 74 | Keudell/Morrison Wealth Management | 433,575 | $19.6M | 0.14% | 2025-12-31 |
| 75 | CAPITAL WEALTH MANAGEMENT, LLC | 426,086 | $19.3M | 0.14% | 2025-12-31 |
| 76 | STUDIO INVESTMENT MANAGEMENT LLC | 394,842 | $17.9M | 0.13% | 2025-12-31 |
| 77 | HOWARD FINANCIAL SERVICES, LTD. | 391,467 | $17.7M | 0.13% | 2025-12-31 |
| 78 | Verum Partners LLC | 388,938 | $17.6M | 0.13% | 2025-12-31 |
| 79 | JNBA Financial Advisors | 386,322 | $17.5M | 0.13% | 2025-12-31 |
| 80 | Sound Portfolio Advisors, LLC | 385,611 | $17.4M | 0.13% | 2025-12-31 |
| 81 | MOLLER WEALTH PARTNERS | 383,993 | $17.4M | 0.13% | 2025-12-31 |
| 82 | Latko Wealth Management, Ltd. | 375,490 | $17.0M | 0.12% | 2025-12-31 |
| 83 | Certified Advisory Corp | 365,336 | $16.5M | 0.12% | 2025-12-31 |
| 84 | MML INVESTORS SERVICES, LLC | 355,454 | $16.1M | 0.12% | 2025-12-31 |
| 85 | U.S. Capital Wealth Advisors, LLC | 345,119 | $15.6M | 0.11% | 2025-12-31 |
| 86 | BEACON FINANCIAL PLANNING, INC | 327,436 | $14.8M | 0.11% | 2025-12-31 |
| 87 | BlueSky Wealth Advisors, LLC | 325,924 | $14.7M | 0.11% | 2025-12-31 |
| 88 | HHM Wealth Advisors, LLC | 322,037 | $14.6M | 0.10% | 2025-12-31 |
| 89 | Vestmark Advisory Solutions, Inc. | 296,660 | $13.4M | 0.10% | 2025-12-31 |
| 90 | CAHILL FINANCIAL ADVISORS INC | 284,332 | $12.9M | 0.09% | 2025-12-31 |
| 91 | SOA Wealth Advisors, LLC. | 280,290 | $12.7M | 0.09% | 2025-12-31 |
| 92 | Westover Capital Advisors, LLC | 279,246 | $12.6M | 0.09% | 2025-12-31 |
| 93 | Clarkston Capital Partners, LLC | 274,126 | $12.4M | 0.09% | 2025-12-31 |
| 94 | CENTRAL TRUST Co | 271,181 | $12.3M | 0.09% | 2025-12-31 |
| 95 | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 266,240 | $12.0M | 0.09% | 2025-12-31 |
| 96 | COLLECTIVE FAMILY OFFICE LLC | 264,541 | $12.0M | 0.08% | 2025-12-31 |
| 97 | Alpha Omega Wealth Management LLC | 262,329 | $11.9M | 0.08% | 2025-12-31 |
| 98 | J.E. Simmons & Co., P.C. | 258,276 | $11.7M | 0.08% | 2025-12-31 |
| 99 | ASPIRIANT, LLC | 257,403 | $11.6M | 0.08% | 2025-12-31 |
| 100 | 1900 WEALTH MANAGEMENT LLC | 244,129 | $11.0M | 0.08% | 2025-12-31 |
| 101 | Your Advocates Ltd., LLP | 240,610 | $10.9M | 0.08% | 2025-12-31 |
| 102 | Rockefeller Capital Management L.P. | 238,145 | $10.8M | 0.08% | 2025-12-31 |
| 103 | FINANCIAL CONSULATE, INC | 234,290 | $10.6M | 0.07% | 2025-12-31 |
| 104 | Cerro Pacific Wealth Advisors LLC | 233,097 | $10.5M | 0.07% | 2025-12-31 |
| 105 | Cherry Tree Wealth Management, LLC | 232,481 | $10.5M | 0.07% | 2025-12-31 |
| 106 | MorganRosel Wealth Management, LLC | 231,875 | $10.5M | 0.07% | 2025-12-31 |
| 107 | Bruce G. Allen Investments, LLC | 230,138 | $10.4M | 0.07% | 2025-12-31 |
| 108 | ARCADIA INVESTMENT ADVISORS LLC | 230,042 | $10.4M | 0.07% | 2025-12-31 |
| 109 | &PARTNERS | 228,493 | $10.3M | 0.07% | 2025-12-31 |
| 110 | FAS Wealth Partners, Inc. | 223,694 | $10.1M | 0.07% | 2025-12-31 |
| 111 | ASSETMARK, INC | 215,993 | $9.8M | 0.07% | 2025-12-31 |
| 112 | Corient Private Wealth LLC | 214,803 | $9.7M | 0.07% | 2025-12-31 |
| 113 | Quantinno Capital Management LP | 212,448 | $9.6M | 0.07% | 2025-12-31 |
| 114 | Envestnet Portfolio Solutions, Inc. | 208,259 | $9.4M | 0.07% | 2025-12-31 |
| 115 | Visionary Horizons, LLC | 205,534 | $9.3M | 0.06% | 2025-12-31 |
| 116 | Summit Financial, LLC | 205,465 | $9.3M | 0.06% | 2025-12-31 |
| 117 | Asset Allocation Strategies LLC | 201,114 | $9.1M | 0.06% | 2025-12-31 |
| 118 | Lee Financial Co | 200,285 | $9.1M | 0.06% | 2025-12-31 |
| 119 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 197,182 | $8.9M | 0.06% | 2025-12-31 |
| 120 | Financial Synergies Wealth Advisors, Inc. | 196,261 | $8.9M | 0.06% | 2025-12-31 |
| 121 | OPPENHEIMER & CO INC | 191,032 | $8.6M | 0.06% | 2025-12-31 |
| 122 | Washington Trust Advisors, Inc. | 190,917 | $8.6M | 0.06% | 2025-12-31 |
| 123 | IFG Advisory, LLC | 190,834 | $8.6M | 0.06% | 2025-12-31 |
| 124 | Sound Stewardship, LLC | 187,448 | $8.5M | 0.06% | 2025-12-31 |
| 125 | PRINCIPAL SECURITIES, INC. | 186,582 | $8.4M | 0.06% | 2025-12-31 |
| 126 | OLD POINT TRUST & FINANCIAL SERVICES N A | 182,654 | $8.3M | 0.06% | 2025-12-31 |
| 127 | William Mack & Associates, Inc. | 176,996 | $8.0M | 0.06% | 2025-12-31 |
| 128 | Firestone Capital Management | 175,287 | $7.9M | 0.05% | 2025-12-31 |
| 129 | Northland Capital Management LLC | 174,585 | $7.9M | 0.05% | 2025-12-31 |
| 130 | DIVERSIFY WEALTH MANAGEMENT, LLC | 168,169 | $7.8M | 0.05% | 2025-12-31 |
| 131 | Williams Financial, LLC | 172,386 | $7.8M | 0.05% | 2025-12-31 |
| 132 | KESTRA PRIVATE WEALTH SERVICES, LLC | 168,458 | $7.6M | 0.05% | 2025-12-31 |
| 133 | IFP Advisors, Inc | 166,112 | $7.5M | 0.05% | 2025-12-31 |
| 134 | Ackerman Capital Advisors, LLC | 164,114 | $7.4M | 0.05% | 2025-12-31 |
| 135 | Journey Advisory Group, LLC | 163,205 | $7.4M | 0.05% | 2025-12-31 |
| 136 | RHS Financial, LLC | 162,806 | $7.4M | 0.05% | 2025-12-31 |
| 137 | NewEdge Advisors, LLC | 157,673 | $7.1M | 0.05% | 2025-12-31 |
| 138 | Equitable Holdings, Inc. | 157,384 | $7.1M | 0.05% | 2025-12-31 |
| 139 | Guardian Financial Partners, LLC | 157,183 | $7.1M | 0.05% | 2025-12-31 |
| 140 | LongView Wealth Management | 144,144 | $6.8M | 0.04% | 2025-12-31 |
| 141 | HENGEHOLD CAPITAL MANAGEMENT LLC | 148,796 | $6.7M | 0.05% | 2025-12-31 |
| 142 | Canandaigua National Trust Co of Florida | 146,417 | $6.6M | 0.04% | 2025-12-31 |
| 143 | WealthCare Investment Partners, LLC | 142,784 | $6.6M | 0.04% | 2025-12-31 |
| 144 | RITHOLTZ WEALTH MANAGEMENT | 144,404 | $6.5M | 0.04% | 2025-12-31 |
| 145 | KAVAR CAPITAL PARTNERS GROUP, LLC | 143,281 | $6.5M | 0.04% | 2025-12-31 |
| 146 | BENJAMIN EDWARDS INC | 142,253 | $6.4M | 0.04% | 2025-12-31 |
| 147 | Forefront Wealth Partners, LLC | 142,059 | $6.4M | 0.04% | 2025-12-31 |
| 148 | BCS Wealth Management | 140,338 | $6.3M | 0.04% | 2025-12-31 |
| 149 | JONES FINANCIAL COMPANIES LLLP | 139,473 | $6.3M | 0.04% | 2025-12-31 |
| 150 | MERCER GLOBAL ADVISORS INC /ADV | 139,195 | $6.3M | 0.04% | 2025-12-31 |
| 151 | Ifrah Financial Services, Inc. | 138,224 | $6.2M | 0.04% | 2025-12-31 |
| 152 | Ausdal Financial Partners, Inc. | 134,148 | $6.1M | 0.04% | 2025-12-31 |
| 153 | Baird Financial Group, Inc. | 133,045 | $6.0M | 0.04% | 2025-12-31 |
| 154 | Kuhn & Co Investment Counsel | 131,947 | $6.0M | 0.04% | 2025-12-31 |
| 155 | AQR CAPITAL MANAGEMENT LLC | 131,674 | $6.0M | 0.04% | 2025-12-31 |
| 156 | Valmark Advisers, Inc. | 131,519 | $5.9M | 0.04% | 2025-12-31 |
| 157 | Kestra Advisory Services, LLC | 126,325 | $5.7M | 0.04% | 2025-12-31 |
| 158 | Estate Counselors, LLC | 125,025 | $5.7M | 0.04% | 2025-12-31 |
| 159 | Alesco Advisors LLC | 124,682 | $5.6M | 0.04% | 2025-12-31 |
| 160 | Ballast Financial Advisors LLC | 122,177 | $5.5M | 0.04% | 2025-12-31 |
| 161 | Alhambra Investment Management LLC | 121,098 | $5.5M | 0.04% | 2025-12-31 |
| 162 | Aprio Wealth Management, LLC | 86,589 | $5.4M | 0.02% | 2025-12-31 |
| 163 | Sanctuary Advisors, LLC | 117,608 | $5.3M | 0.03% | 2025-12-31 |
| 164 | Cooke Wealth Management, LLC | 111,143 | $5.2M | 0.03% | 2025-12-31 |
| 165 | Total Clarity Wealth Management, Inc. | 114,976 | $5.2M | 0.03% | 2025-12-31 |
| 166 | Occidental Asset Management, LLC | 113,598 | $5.1M | 0.03% | 2025-12-31 |
| 167 | Beacon Pointe Advisors, LLC | 113,357 | $5.1M | 0.03% | 2025-12-31 |
| 168 | Stratos Wealth Partners, LTD. | 111,502 | $5.0M | 0.03% | 2025-12-31 |
| 169 | Wingate Wealth Advisors, Inc. | 109,272 | $4.9M | 0.03% | 2025-12-31 |
| 170 | EP Wealth Advisors, LLC | 107,413 | $4.9M | 0.03% | 2025-12-31 |
| 171 | Timmons Wealth Management, LLC | 107,380 | $4.9M | 0.03% | 2025-12-31 |
| 172 | ACCESS FINANCIAL SERVICES, INC. | 103,772 | $4.7M | 0.03% | 2025-12-31 |
| 173 | Cerity Partners LLC | 102,961 | $4.7M | 0.03% | 2025-12-31 |
| 174 | SAX WEALTH ADVISORS, LLC | 102,718 | $4.6M | 0.03% | 2025-12-31 |
| 175 | Waterfront Wealth Inc. | 93,914 | $4.5M | 0.03% | 2025-12-31 |
| 176 | Birchwood Financial Partners, Inc. | 99,889 | $4.5M | 0.03% | 2025-12-31 |
| 177 | Merit Financial Group, LLC | 98,822 | $4.5M | 0.03% | 2025-12-31 |
| 178 | MidWestOne Financial Group, Inc. | 94,731 | $4.3M | 0.03% | 2025-12-31 |
| 179 | WEALTHSPAN PARTNERS, LLC | 92,560 | $4.2M | 0.03% | 2025-12-31 |
| 180 | Oath Planning, LLC | 91,092 | $4.1M | 0.03% | 2025-12-31 |
| 181 | Clark Capital Management Group, Inc. | 90,994 | $4.1M | 0.03% | 2025-12-31 |
| 182 | Lunt Capital Management, Inc. | 90,837 | $4.1M | 0.03% | 2025-12-31 |
| 183 | Sovran Advisors, LLC | 86,954 | $4.1M | 0.02% | 2025-12-31 |
| 184 | NorthCrest Asset Manangement, LLC | 87,942 | $4.1M | 0.02% | 2025-12-31 |
| 185 | First Pacific Financial | 83,645 | $3.8M | 0.02% | 2025-12-31 |
| 186 | True North Advisors, LLC | 82,890 | $3.7M | 0.02% | 2025-12-31 |
| 187 | Bleakley Financial Group, LLC | 81,969 | $3.7M | 0.02% | 2025-12-31 |
| 188 | BFI Wealth Solutions, LLC | 80,845 | $3.7M | 0.02% | 2025-12-31 |
| 189 | Vivaldi Capital Management LP | 80,045 | $3.6M | 0.02% | 2025-12-31 |
| 190 | CASTLE WEALTH MANAGEMENT LLC | 79,112 | $3.6M | 0.02% | 2025-12-31 |
| 191 | Brightwater Advisory LLC | 78,974 | $3.6M | 0.02% | 2025-12-31 |
| 192 | NATIONAL BANK OF CANADA /FI/ | 78,673 | $3.6M | 0.02% | 2025-12-31 |
| 193 | Aptus Capital Advisors, LLC | 78,550 | $3.6M | 0.02% | 2025-12-31 |
| 194 | MONETA GROUP INVESTMENT ADVISORS LLC | 78,534 | $3.6M | 0.02% | 2025-12-31 |
| 195 | AMERICAN FINANCIAL & TAX STRATEGIES INC | 76,404 | $3.5M | 0.02% | 2025-12-31 |
| 196 | JB Capital LLC | 76,335 | $3.5M | 0.02% | 2025-12-31 |
| 197 | J.W. COLE ADVISORS, INC. | 79,036 | $3.4M | 0.02% | 2025-12-31 |
| 198 | Gotham Asset Management, LLC | 74,583 | $3.4M | 0.02% | 2025-12-31 |
| 199 | Focus Partners Advisor Solutions, LLC | 74,102 | $3.4M | 0.02% | 2025-12-31 |
| 200 | MATHER GROUP, LLC. | 71,330 | $3.2M | 0.02% | 2025-12-31 |
| 201 | Farther Finance Advisors, LLC | 70,636 | $3.2M | 0.02% | 2025-12-31 |
| 202 | IEQ CAPITAL, LLC | 67,832 | $3.1M | 0.02% | 2025-12-31 |
| 203 | Sigma Planning Corp | 66,050 | $3.0M | 0.02% | 2025-12-31 |
| 204 | HBK Sorce Advisory LLC | 59,479 | $3.0M | 0.02% | 2025-12-31 |
| 205 | NOVEM GROUP | 64,441 | $2.9M | 0.02% | 2025-12-31 |
| 206 | Kovitz Investment Group Partners, LLC | 63,117 | $2.9M | 0.02% | 2025-12-31 |
| 207 | Princeton Global Asset Management LLC | 62,800 | $2.8M | 0.02% | 2025-12-31 |
| 208 | CreativeOne Wealth, LLC | 62,499 | $2.8M | 0.02% | 2025-12-31 |
| 209 | Centurion Wealth Management LLC | 61,105 | $2.8M | 0.02% | 2025-12-31 |
| 210 | Carrera Capital Advisors | 61,019 | $2.8M | 0.02% | 2025-12-31 |
| 211 | Triad Wealth Partners, LLC | 60,151 | $2.7M | 0.02% | 2025-12-31 |
| 212 | Whipplewood Advisors, LLC | 59,819 | $2.7M | 0.02% | 2025-12-31 |
| 213 | Savvy Advisors, Inc. | 59,294 | $2.7M | 0.02% | 2025-12-31 |
| 214 | Kathmere Capital Management, LLC | 58,490 | $2.6M | 0.01% | 2025-12-31 |
| 215 | AssuredPartners Investment Advisors, LLC | 58,068 | $2.6M | 0.01% | 2025-12-31 |
| 216 | QRG CAPITAL MANAGEMENT, INC. | 56,172 | $2.5M | 0.01% | 2025-12-31 |
| 217 | Tempus Wealth Planning, LLC | 54,910 | $2.5M | 0.01% | 2025-12-31 |
| 218 | Quadcap Wealth Management, LLC | 54,552 | $2.5M | 0.01% | 2025-12-31 |
| 219 | Lakewood Asset Management LLC | 53,561 | $2.4M | 0.01% | 2025-12-31 |
| 220 | Curtis Advisory Group, LLC | 53,252 | $2.4M | 0.01% | 2025-12-31 |
| 221 | Hennion & Walsh Asset Management, Inc. | 53,014 | $2.4M | 0.01% | 2025-12-31 |
| 222 | Roehl & Yi Investment Advisors, LLC | 57,751 | $2.4M | 0.01% | 2025-12-31 |
| 223 | Haven Private, LLC | 52,295 | $2.4M | 0.01% | 2025-12-31 |
| 224 | GUARDIAN WEALTH ADVISORS, LLC / NC | 51,987 | $2.4M | 0.01% | 2025-12-31 |
| 225 | Heritage Wealth Management, Inc. | 51,669 | $2.3M | 0.01% | 2025-12-31 |
| 226 | Quadrature Capital Ltd | 51,477 | $2.3M | 0.01% | 2025-12-31 |
| 227 | Aspiring Ventures, LLC | 51,437 | $2.3M | 0.01% | 2025-12-31 |
| 228 | Perigon Wealth Management, LLC | 51,391 | $2.3M | 0.01% | 2025-12-31 |
| 229 | Pinnacle Financial Partners, Inc. | 49,730 | $2.2M | 0.01% | 2025-12-31 |
| 230 | Capital Square, LLC | 49,391 | $2.2M | 0.01% | 2025-12-31 |
| 231 | Apollon Wealth Management, LLC | 49,180 | $2.2M | 0.01% | 2025-12-31 |
| 232 | BROWN BROTHERS HARRIMAN & CO | 49,049 | $2.2M | 0.01% | 2025-12-31 |
| 233 | Traub Capital Management LLC | 48,302 | $2.2M | 0.01% | 2025-12-31 |
| 234 | L.K. Benson & Company, P.C. | 48,127 | $2.2M | 0.01% | 2025-12-31 |
| 235 | CUTLER INVESTMENT COUNSEL LLC | 47,642 | $2.2M | 0.01% | 2025-12-31 |
| 236 | Nicholas Hoffman & Company, LLC. | 47,596 | $2.2M | 0.01% | 2025-12-31 |
| 237 | Financial Engines Advisors L.L.C. | 47,333 | $2.1M | 0.01% | 2025-12-31 |
| 238 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 47,045 | $2.1M | 0.01% | 2025-12-31 |
| 239 | Miracle Mile Advisors, LLC | 46,307 | $2.1M | 0.01% | 2025-12-31 |
| 240 | Nvest Wealth Strategies, Inc. | 46,154 | $2.1M | 0.01% | 2025-12-31 |
| 241 | Stratos Wealth Advisors, LLC | 45,800 | $2.1M | 0.01% | 2025-12-31 |
| 242 | Clearview Wealth Advisors LLC | 45,634 | $2.1M | 0.01% | 2025-12-31 |
| 243 | KINGSWOOD WEALTH ADVISORS, LLC | 45,521 | $2.1M | 0.01% | 2025-12-31 |
| 244 | Lido Advisors, LLC | 47,354 | $2.0M | 0.01% | 2025-12-31 |
| 245 | Mason Investment Advisory Services, Inc. | 44,934 | $2.0M | 0.01% | 2025-12-31 |
| 246 | Rollins Financial Advisors, LLC | 44,807 | $2.0M | 0.01% | 2025-12-31 |
| 247 | Sowell Financial Services LLC | 44,096 | $2.0M | 0.01% | 2025-12-31 |
| 248 | RF&L WEALTH MANAGEMENT, LLC | 43,674 | $2.0M | 0.01% | 2025-12-31 |
| 249 | BROOKS, MOORE & ASSOCIATES, INC. | 43,661 | $2.0M | 0.01% | 2025-12-31 |
| 250 | McGrath & Associates, Inc. | 43,308 | $2.0M | 0.01% | 2025-12-31 |
| 251 | Archford Capital Strategies, LLC | 43,106 | $1.9M | 0.01% | 2025-12-31 |
| 252 | SALEM INVESTMENT COUNSELORS INC | 42,812 | $1.9M | 0.01% | 2025-12-31 |
| 253 | CATHY PARETO & ASSOCIATES, INC | 42,537 | $1.9M | 0.01% | 2025-12-31 |
| 254 | Dupree Financial Group, LLC | 41,823 | $1.9M | 0.01% | 2025-12-31 |
| 255 | Bristlecone Value Partners, LLC | 41,002 | $1.9M | 0.01% | 2025-12-31 |
| 256 | Magnolia Private Wealth, LLC | 40,843 | $1.8M | 0.01% | 2025-12-31 |
| 257 | STAGE HARBOR FINANCIAL, LLC | 40,424 | $1.8M | 0.01% | 2025-12-31 |
| 258 | Belpointe Asset Management LLC | 40,264 | $1.8M | 0.01% | 2025-12-31 |
| 259 | LIBERTY SQUARE WEALTH PARTNERS LLC | 39,897 | $1.8M | 0.01% | 2025-12-31 |
| 260 | Ethos Financial Group, LLC | 39,177 | $1.8M | 0.01% | 2025-12-31 |
| 261 | Argos Wealth Advisors, LLC | 39,165 | $1.8M | 0.01% | 2025-12-31 |
| 262 | Almanack Investment Partners, LLC. | 38,712 | $1.8M | 0.01% | 2025-12-31 |
| 263 | IHT Wealth Management, LLC | 38,712 | $1.8M | 0.01% | 2025-12-31 |
| 264 | Wealthfront Advisers LLC | 37,632 | $1.7M | 0.01% | 2025-12-31 |
| 265 | Westmount Partners, LLC | 37,577 | $1.7M | 0.01% | 2025-12-31 |
| 266 | CIBC Private Wealth Group LLC | 37,450 | $1.7M | 0.01% | 2025-12-31 |
| 267 | SILVER OAK SECURITIES, INCORPORATED | 36,451 | $1.7M | 0.01% | 2025-12-31 |
| 268 | CIDEL ASSET MANAGEMENT INC | 36,535 | $1.7M | 0.01% | 2025-12-31 |
| 269 | Modern Wealth Management, LLC | 36,387 | $1.6M | 0.01% | 2025-12-31 |
| 270 | Directional Asset Management | 35,313 | $1.6M | 0.01% | 2025-12-31 |
| 271 | Stokes Family Office, LLC | 35,067 | $1.6M | 0.01% | 2025-12-31 |
| 272 | Main Street Financial Solutions, LLC | 34,911 | $1.6M | 0.01% | 2025-12-31 |
| 273 | GLENMEDE TRUST CO NA | 34,179 | $1.5M | 0.01% | 2025-12-31 |
| 274 | Archvest Wealth Advisors, Inc. | 33,848 | $1.5M | 0.01% | 2025-12-31 |
| 275 | MONTAG A & ASSOCIATES INC | 33,440 | $1.5M | 0.01% | 2025-12-31 |
| 276 | Lutz Financial Services LLC | 33,329 | $1.5M | 0.01% | 2025-12-31 |
| 277 | Creekside Partners | 33,075 | $1.5M | 0.01% | 2025-12-31 |
| 278 | ELEVATION WEALTH PARTNERS, LLC | 32,726 | $1.5M | 0.01% | 2025-12-31 |
| 279 | NORTHWEST WEALTH MANAGEMENT, LLC | 32,559 | $1.5M | 0.01% | 2025-12-31 |
| 280 | JT Stratford LLC | 32,473 | $1.5M | 0.01% | 2025-12-31 |
| 281 | 17 CAPITAL PARTNERS, LLC | 32,283 | $1.5M | 0.01% | 2025-12-31 |
| 282 | DDD Partners, LLC | 32,175 | $1.5M | 0.01% | 2025-12-31 |
| 283 | Brand Asset Management Group, Inc. | 30,383 | $1.4M | 0.01% | 2025-12-31 |
| 284 | STIFEL FINANCIAL CORP | 30,377 | $1.4M | 0.01% | 2025-12-31 |
| 285 | WealthShield Partners, LLC | 30,355 | $1.4M | 0.01% | 2025-12-31 |
| 286 | Squarepoint Ops LLC | 30,194 | $1.4M | 0.01% | 2025-12-31 |
| 287 | RENAISSANCE TECHNOLOGIES LLC | 30,000 | $1.4M | 0.01% | 2025-12-31 |
| 288 | Marshall Financial Group, LLC | 29,705 | $1.3M | 0.01% | 2025-12-31 |
| 289 | Solstein Capital, LLC | 29,534 | $1.3M | 0.01% | 2025-12-31 |
| 290 | Phil A. Younker & Associates, Ltd. | 29,230 | $1.3M | 0.00% | 2025-12-31 |
| 291 | OMNI 360 Wealth, Inc. | 27,866 | $1.3M | 0.00% | 2025-12-31 |
| 292 | Trivium Point Advisory, LLC | 29,058 | $1.3M | 0.00% | 2025-12-31 |
| 293 | Allworth Financial LP | 28,558 | $1.3M | 0.00% | 2025-12-31 |
| 294 | Pacific Capital Wealth Advisors, Inc. | 28,136 | $1.3M | 0.00% | 2025-12-31 |
| 295 | MERIDIAN INVESTMENT COUNSEL INC. | 28,054 | $1.3M | 0.00% | 2025-12-31 |
| 296 | Eagle Strategies LLC | 27,747 | $1.3M | 0.00% | 2025-12-31 |
| 297 | Principia Wealth Advisory, LLC | 28,663 | $1.2M | 0.00% | 2025-12-31 |
| 298 | Quadrant Private Wealth Management, LLC | 27,151 | $1.2M | 0.00% | 2025-12-31 |
| 299 | Pacific Park Financial, Inc. | 26,748 | $1.2M | 0.00% | 2025-12-31 |
| 300 | KM Capital Management Ltd. | 26,690 | $1.2M | 0.00% | 2025-12-31 |
| 301 | Global Retirement Partners, LLC | 26,523 | $1.2M | 0.00% | 2025-12-31 |
| 302 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 26,508 | $1.2M | 0.00% | 2025-12-31 |
| 303 | Quantum Portfolio Management LLC | 26,284 | $1.2M | 0.00% | 2025-12-31 |
| 304 | Avidian Wealth Enterprises, LLC | 26,165 | $1.2M | 0.00% | 2025-12-31 |
| 305 | Balentine LLC | 26,088 | $1.2M | 0.00% | 2025-12-31 |
| 306 | Patten Group, Inc. | 25,549 | $1.2M | 0.00% | 2025-12-31 |
| 307 | DHJJ Financial Advisors, Ltd. | 25,070 | $1.1M | 0.00% | 2025-12-31 |
| 308 | Wealth Advisory Team LLC | 24,380 | $1.1M | 0.00% | 2025-12-31 |
| 309 | First County Bank /CT/ | 24,277 | $1.1M | 0.00% | 2025-12-31 |
| 310 | Invst, LLC | 24,241 | $1.1M | 0.00% | 2025-12-31 |
| 311 | Financial Perspectives, Inc | 24,230 | $1.1M | 0.00% | 2025-12-31 |
| 312 | WCG Wealth Advisors LLC | 24,095 | $1.1M | 0.00% | 2025-12-31 |
| 313 | MASECO LLP | 24,076 | $1.1M | 0.00% | 2025-12-31 |
| 314 | Swisher Financial Concepts, Inc. | 23,916 | $1.1M | 0.00% | 2025-12-31 |
| 315 | CALTON & ASSOCIATES, INC. | 23,795 | $1.1M | 0.00% | 2025-12-31 |
| 316 | N.E.W. Advisory Services LLC | 23,499 | $1.1M | 0.00% | 2025-12-31 |
| 317 | Advisory Services Network, LLC | 22,745 | $1.0M | 0.00% | 2025-12-31 |
| 318 | Robertson Stephens Wealth Management, LLC | 22,657 | $1.0M | 0.00% | 2025-12-31 |
| 319 | LVW Advisors, LLC | 22,262 | $1.0M | 0.00% | 2025-12-31 |
| 320 | Consolidated Planning Corp | 22,233 | $1.0M | 0.00% | 2025-12-31 |
| 321 | Mayfair Advisory Group, LLC | 21,459 | $984.8K | 0.00% | 2025-12-31 |
| 322 | Kaizen Financial Strategies | 21,443 | $969.4K | 0.00% | 2025-12-31 |
| 323 | Wealth Enhancement Trust Services, Inc. | 21,371 | $966.2K | 0.00% | 2025-12-31 |
| 324 | Asset Dedication, LLC | 20,639 | $933.1K | 0.00% | 2025-12-31 |
| 325 | ALTFEST L J & CO INC | 20,632 | $932.8K | 0.00% | 2025-12-31 |
| 326 | Integrated Advisors Network LLC | 20,613 | $931.9K | 0.00% | 2025-12-31 |
| 327 | Asset Management Group, Inc. | 20,594 | $931.1K | 0.00% | 2025-12-31 |
| 328 | Arax Advisory Partners | 20,558 | $929.4K | 0.00% | 2025-12-31 |
| 329 | NEUBERGER BERMAN GROUP LLC | 20,539 | $928.6K | 0.00% | 2025-12-31 |
| 330 | FLAGSHIP WEALTH ADVISORS, LLC | 20,391 | $921.9K | 0.00% | 2025-12-31 |
| 331 | BETO FINANCIAL GROUP, LLC | 18,681 | $910.9K | 0.00% | 2025-12-31 |
| 332 | RIVERCHASE WEALTH MANAGEMENT, LLC | 19,908 | $900.0K | 0.00% | 2025-12-31 |
| 333 | Tumwater Wealth Management, LLC | 19,571 | $884.8K | 0.00% | 2025-12-31 |
| 334 | Mosley Wealth Management | 20,242 | $881.8K | 0.00% | 2025-12-31 |
| 335 | Davidson Kahn Capital Management, LLC | 19,437 | $878.8K | 0.00% | 2025-12-31 |
| 336 | Bulwark Capital Corp | 19,301 | $872.6K | 0.00% | 2025-12-31 |
| 337 | Larson Financial Group LLC | 19,152 | $865.9K | 0.00% | 2025-12-31 |
| 338 | Everhart Financial Group, Inc. | 19,109 | $863.9K | 0.00% | 2025-12-31 |
| 339 | Whitener Capital Management, Inc. | 19,033 | $860.5K | 0.00% | 2025-12-31 |
| 340 | NorthRock Partners, LLC | 18,909 | $854.9K | 0.00% | 2025-12-31 |
| 341 | AdvisorNet Financial, Inc | 18,700 | $845.4K | 0.00% | 2025-12-31 |
| 342 | BANK OF MONTREAL /CAN/ | 18,616 | $841.6K | 0.00% | 2025-12-31 |
| 343 | Boyce & Associates Wealth Consulting, Inc. | 18,483 | $835.6K | 0.00% | 2025-12-31 |
| 344 | Diversified Portfolios, Inc. | 18,116 | $819.0K | 0.00% | 2025-12-31 |
| 345 | Capital Investment Advisors, LLC | 18,031 | $815.2K | 0.00% | 2025-12-31 |
| 346 | Modera Wealth Management, LLC | 17,801 | $804.8K | 0.00% | 2025-12-31 |
| 347 | NORTHERN TRUST CORP | 17,713 | $800.8K | 0.00% | 2025-12-31 |
| 348 | Wealthspire Advisors, LLC | 17,696 | $800.1K | 0.00% | 2025-12-31 |
| 349 | TWO SIGMA SECURITIES, LLC | 17,529 | $792.5K | 0.00% | 2025-12-31 |
| 350 | Atria Investments, Inc | 17,509 | $791.6K | 0.00% | 2025-12-31 |
| 351 | MGO ONE SEVEN LLC | 17,388 | $786.1K | 0.00% | 2025-12-31 |
| 352 | MISSION WEALTH MANAGEMENT, LP | 16,962 | $766.8K | 0.00% | 2025-12-31 |
| 353 | PCA Investment Advisory Services Inc. | 16,886 | $763.4K | 0.00% | 2025-12-31 |
| 354 | Stone Summit Wealth LLC | 16,882 | $763.2K | 0.00% | 2025-12-31 |
| 355 | Francis Financial, Inc. | 16,654 | $752.9K | 0.00% | 2025-12-31 |
| 356 | Triangle Securities Wealth Management | 16,648 | $752.6K | 0.00% | 2025-12-31 |
| 357 | EQ WEALTH ADVISORS, LLC | 16,627 | $751.7K | 0.00% | 2025-12-31 |
| 358 | LBMC INVESTMENT ADVISORS, LLC | 16,321 | $737.9K | 0.00% | 2025-12-31 |
| 359 | Pathstone Holdings, LLC | 16,316 | $737.6K | 0.00% | 2025-12-31 |
| 360 | Kelman-Lazarov, Inc. | 16,102 | $728.0K | 0.00% | 2025-12-31 |
| 361 | Evanson Asset Management, LLC | 16,052 | $725.7K | 0.00% | 2025-12-31 |
| 362 | Colonial Trust Co / SC | 16,029 | $724.7K | 0.00% | 2025-12-31 |
| 363 | Walkner Condon Financial Advisors LLC | 15,875 | $717.7K | 0.00% | 2025-12-31 |
| 364 | Wedmont Private Capital | 15,311 | $706.2K | 0.00% | 2025-12-31 |
| 365 | KEYVANTAGE WEALTH, LLC | 15,589 | $704.8K | 0.00% | 2025-12-31 |
| 366 | Strategic Family Wealth Counselors, L.L.C. | 14,968 | $699.0K | 0.00% | 2025-12-31 |
| 367 | Pinnacle Wealth Planning Services, Inc. | 15,408 | $696.6K | 0.00% | 2025-12-31 |
| 368 | Clarity Capital Advisors, LLC | 15,159 | $685.4K | 0.00% | 2025-12-31 |
| 369 | Keystone Financial Group | 15,041 | $680.0K | 0.00% | 2025-12-31 |
| 370 | VAN DEN BERG MANAGEMENT I, INC | 15,033 | $679.6K | 0.00% | 2025-12-31 |
| 371 | COMERICA BANK | 15,028 | $679.4K | 0.00% | 2025-12-31 |
| 372 | BLUEDOOR PRIVATE WEALTH, LLC | 14,601 | $660.1K | 0.00% | 2025-12-31 |
| 373 | G2 CAPITAL MANAGEMENT, LLC / OH | 14,580 | $659.2K | 0.00% | 2025-12-31 |
| 374 | City Center Advisors, LLC | 14,525 | $656.7K | 0.00% | 2025-12-31 |
| 375 | BOKF, NA | 14,471 | $654.2K | 0.00% | 2025-12-31 |
| 376 | Synergy Investment Management, LLC | 14,426 | $652.2K | 0.00% | 2025-12-31 |
| 377 | Strategic Blueprint, LLC | 14,364 | $649.4K | 0.00% | 2025-12-31 |
| 378 | Revolve Wealth Partners, LLC | 14,239 | $643.7K | 0.00% | 2025-12-31 |
| 379 | Detalus Advisors, LLC | 14,193 | $641.7K | 0.00% | 2025-12-31 |
| 380 | Index Technologies Group LLC | 14,116 | $638.2K | 0.00% | 2025-12-31 |
| 381 | PDS Planning, Inc | 14,002 | $633.0K | 0.00% | 2025-12-31 |
| 382 | Independent Advisor Alliance | 13,932 | $629.9K | 0.00% | 2025-12-31 |
| 383 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | 13,841 | $625.8K | 0.00% | 2025-12-31 |
| 384 | FLAGSHIP HARBOR ADVISORS, LLC | 13,732 | $620.9K | 0.00% | 2025-12-31 |
| 385 | JAMES INVESTMENT RESEARCH, INC. | 13,541 | $612.2K | 0.00% | 2025-12-31 |
| 386 | 5T Wealth, LLC | 13,119 | $593.1K | 0.00% | 2025-12-31 |
| 387 | Red Mountain Financial, LLC | 13,118 | $593.1K | 0.00% | 2025-12-31 |
| 388 | CREATIVE FINANCIAL DESIGNS INC /ADV | 12,963 | $586.1K | 0.00% | 2025-12-31 |
| 389 | COLDSTREAM CAPITAL MANAGEMENT INC | 12,913 | $583.8K | 0.00% | 2025-12-31 |
| 390 | KEYBANK NATIONAL ASSOCIATION/OH | 12,759 | $576.8K | 0.00% | 2025-12-31 |
| 391 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 12,700 | $574.1K | 0.00% | 2025-12-31 |
| 392 | JOHNSON INVESTMENT COUNSEL INC | 12,571 | $568.3K | 0.00% | 2025-12-31 |
| 393 | TRUIST FINANCIAL CORP | 12,564 | $568.0K | 0.00% | 2025-12-31 |
| 394 | VICTORY FINANCIAL GROUP, LLC | 12,508 | $565.5K | 0.00% | 2025-12-31 |
| 395 | Clearstead Advisors, LLC | 12,422 | $561.6K | 0.00% | 2025-12-31 |
| 396 | Values Added Financial LLC | 12,201 | $551.6K | 0.00% | 2025-12-31 |
| 397 | Security Financial Services, INC. | 12,186 | $550.9K | 0.00% | 2025-12-31 |
| 398 | Argent Trust Co | 11,970 | $541.2K | 0.00% | 2025-12-31 |
| 399 | Cadence Bank | 11,687 | $528.4K | 0.00% | 2025-12-31 |
| 400 | Seed Wealth Management, Inc. | 11,549 | $522.1K | 0.00% | 2025-12-31 |
| 401 | Plante Moran Financial Advisors, LLC | 11,548 | $522.1K | 0.00% | 2025-12-31 |
| 402 | Cambridge Financial Group, LLC | 15,625 | $518.9K | 0.00% | 2025-12-31 |
| 403 | Aviance Capital Partners, LLC | 11,361 | $513.6K | 0.00% | 2025-12-31 |
| 404 | Csenge Advisory Group | 11,355 | $513.4K | 0.00% | 2025-12-31 |
| 405 | GeoWealth Management, LLC | 11,206 | $506.7K | 0.00% | 2025-12-31 |
| 406 | Founders Financial Alliance, LLC | 11,086 | $501.2K | 0.00% | 2025-12-31 |
| 407 | Integrated Wealth Concepts LLC | 11,025 | $498.4K | 0.00% | 2025-12-31 |
| 408 | Accredited Investors Inc. | 11,017 | $498.1K | 0.00% | 2025-12-31 |
| 409 | Root Financial Partners, LLC | 10,998 | $497.2K | 0.00% | 2025-12-31 |
| 410 | NBT BANK N A /NY | 10,970 | $496.0K | 0.00% | 2025-12-31 |
| 411 | Private Wealth Management Group, LLC | 10,907 | $493.1K | 0.00% | 2025-12-31 |
| 412 | HUB Investment Partners, LLC | 10,866 | $491.2K | 0.00% | 2025-12-31 |
| 413 | Qube Research & Technologies Ltd | 10,801 | $488.3K | 0.00% | 2025-12-31 |
| 414 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10,796 | $488.1K | 0.00% | 2025-12-31 |
| 415 | Concurrent Investment Advisors, LLC | 10,786 | $487.6K | 0.00% | 2025-12-31 |
| 416 | D'Orazio & Associates, Inc. | 10,782 | $487.5K | 0.00% | 2025-12-31 |
| 417 | EVERGREEN CAPITAL MANAGEMENT LLC | 10,751 | $486.1K | 0.00% | 2025-12-31 |
| 418 | Glass Jacobson Investment Advisors llc | 10,732 | $485.2K | 0.00% | 2025-12-31 |
| 419 | CoreCap Advisors, LLC | 10,499 | $474.7K | 0.00% | 2025-12-31 |
| 420 | SigFig Wealth Management, LLC | 10,452 | $472.5K | 0.00% | 2025-12-31 |
| 421 | Prospera Financial Services Inc | 10,404 | $470.4K | 0.00% | 2025-12-31 |
| 422 | SouthState Corp | 10,368 | $468.7K | 0.00% | 2025-12-31 |
| 423 | JMG Financial Group, Ltd. | 10,313 | $466.2K | 0.00% | 2025-12-31 |
| 424 | Alpha Cubed Investments, LLC | 10,206 | $461.4K | 0.00% | 2025-12-31 |
| 425 | EHRLICH FINANCIAL GROUP | 10,120 | $457.5K | 0.00% | 2025-12-31 |
| 426 | Compound Planning, Inc. | 10,029 | $453.4K | 0.00% | 2025-12-31 |
| 427 | Mutual Advisors, LLC | 10,022 | $453.1K | 0.00% | 2025-12-31 |
| 428 | OneDigital Investment Advisors LLC | 10,009 | $452.5K | 0.00% | 2025-12-31 |
| 429 | Round Rock Advisors, LLC | 9,979 | $451.2K | 0.00% | 2025-12-31 |
| 430 | Regal Investment Advisors LLC | 9,901 | $447.6K | 0.00% | 2025-12-31 |
| 431 | Monetary Solutions, Ltd | 9,791 | $442.7K | 0.00% | 2025-12-31 |
| 432 | Avantra Family Wealth, Inc. | 9,764 | $441.4K | 0.00% | 2025-12-31 |
| 433 | Freestone Capital Holdings, LLC | 9,761 | $441.3K | 0.00% | 2025-12-31 |
| 434 | AE Wealth Management LLC | 9,748 | $440.7K | 0.00% | 2025-12-31 |
| 435 | Selective Wealth Management, Inc. | 9,088 | $428.5K | 0.00% | 2025-12-31 |
| 436 | DIVERSIFIED MANAGEMENT INC | 9,368 | $423.5K | 0.00% | 2025-12-31 |
| 437 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9,257 | $418.5K | 0.00% | 2025-12-31 |
| 438 | SEI INVESTMENTS CO | 9,234 | $417.5K | 0.00% | 2025-12-31 |
| 439 | Frankly Finances, LLC | 9,214 | $416.6K | 0.00% | 2025-12-31 |
| 440 | Kingsview Wealth Management, LLC | 9,162 | $414.2K | 0.00% | 2025-12-31 |
| 441 | Gambit Capital Management, LLC | 9,148 | $413.6K | 0.00% | 2025-12-31 |
| 442 | Werba Rubin Papier Wealth Management | 9,144 | $413.4K | 0.00% | 2025-12-31 |
| 443 | Western Wealth Management, LLC | 9,099 | $411.4K | 0.00% | 2025-12-31 |
| 444 | Crusonia Wealth Advisors LLC | 9,094 | $411.1K | 0.00% | 2025-12-31 |
| 445 | Addison Advisors LLC | 9,035 | $408.5K | 0.00% | 2025-12-31 |
| 446 | Canvas Wealth Advisors, LLC | 8,915 | $403.0K | 0.00% | 2025-12-31 |
| 447 | WESPAC Advisors, LLC | 8,858 | $400.5K | 0.00% | 2025-12-31 |
| 448 | Waverly Advisors, LLC | 8,848 | $400.0K | 0.00% | 2025-12-31 |
| 449 | Fountainhead AM, LLC | 8,811 | $398.3K | 0.00% | 2025-12-31 |
| 450 | Foundations Investment Advisors, LLC | 8,764 | $396.2K | 0.00% | 2025-12-31 |
| 451 | Ellevest, Inc. | 8,673 | $392.1K | 0.00% | 2025-12-31 |
| 452 | EverSource Wealth Advisors, LLC | 8,520 | $385.2K | 0.00% | 2025-12-31 |
| 453 | NewEdge Wealth, LLC | 8,511 | $384.8K | 0.00% | 2025-12-31 |
| 454 | Texas Yale Capital Corp. | 8,461 | $382.5K | 0.00% | 2025-12-31 |
| 455 | VANGUARD GROUP INC | 8,460 | $382.5K | 0.00% | 2025-12-31 |
| 456 | Parallel Advisors, LLC | 8,309 | $375.7K | 0.00% | 2025-12-31 |
| 457 | Lauterbach Financial Advisors, LLC | 8,225 | $371.9K | 0.00% | 2025-12-31 |
| 458 | Ameritas Advisory Services, LLC | 8,205 | $371.0K | 0.00% | 2025-12-31 |
| 459 | Cassaday & Co Wealth Management LLC | 8,135 | $367.8K | 0.00% | 2025-12-31 |
| 460 | NBC SECURITIES, INC. | 8,107 | $366.5K | 0.00% | 2025-12-31 |
| 461 | CHOREO, LLC | 7,948 | $361.4K | 0.00% | 2025-12-31 |
| 462 | NOESIS CAPITAL MANGEMENT CORP | 7,954 | $359.6K | 0.00% | 2025-12-31 |
| 463 | HARBOUR INVESTMENTS, INC. | 7,922 | $358.2K | 0.00% | 2025-12-31 |
| 464 | BlackRock, Inc. | 7,903 | $357.3K | 0.00% | 2025-12-31 |
| 465 | HUNTINGTON NATIONAL BANK | 7,849 | $354.9K | 0.00% | 2025-12-31 |
| 466 | MidAtlantic Capital Management, Inc. | 7,825 | $353.8K | 0.00% | 2025-12-31 |
| 467 | William Howard & Co Financial Advisors Inc | 7,822 | $353.6K | 0.00% | 2025-12-31 |
| 468 | PARTNERS WEALTH MANAGEMENT, LLC | 7,762 | $350.9K | 0.00% | 2025-12-31 |
| 469 | Perissos Private Wealth Management, LLC | 7,757 | $350.7K | 0.00% | 2025-12-31 |
| 470 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 7,754 | $350.6K | 0.00% | 2025-12-31 |