CUSIP 808524771
SCHWAB STRATEGIC TR
458 institutions · $17.57B total · 658,000,057 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 413,443,221 | $11.25B | 62.83% | 2025-12-31 |
| 2 | CAPTRUST FINANCIAL ADVISORS | 21,393,347 | $582.1M | 3.25% | 2025-12-31 |
| 3 | McAdam, LLC | 9,179,896 | $249.8M | 1.39% | 2025-12-31 |
| 4 | Boulay Financial Advisors, LLC | 9,126,260 | $248.3M | 1.38% | 2025-12-31 |
| 5 | AMERIPRISE FINANCIAL INC | 8,471,287 | $230.5M | 1.28% | 2025-12-31 |
| 6 | KEYBANK NATIONAL ASSOCIATION/OH | 8,260,029 | $224.8M | 1.25% | 2025-12-31 |
| 7 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6,482,373 | $176.4M | 0.98% | 2025-12-31 |
| 8 | Steele Capital Management, Inc. | 6,112,690 | $166.3M | 0.92% | 2025-12-31 |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 5,154,200 | $140.2M | 0.78% | 2025-12-31 |
| 10 | LPL Financial LLC | 5,151,322 | $140.2M | 0.78% | 2025-12-31 |
| 11 | MORGAN STANLEY | 4,995,587 | $135.9M | 0.75% | 2025-12-31 |
| 12 | Glassman Wealth Services | 4,666,563 | $127.0M | 0.70% | 2025-12-31 |
| 13 | Northwest Bancshares, Inc. | 4,089,326 | $111.3M | 0.62% | 2025-12-31 |
| 14 | Cetera Investment Advisers | 3,782,869 | $102.9M | 0.57% | 2025-12-31 |
| 15 | AlphaCore Capital LLC | 3,493,029 | $95.0M | 0.53% | 2025-12-31 |
| 16 | QUADRANT CAPITAL GROUP LLC | 3,142,622 | $85.5M | 0.47% | 2025-12-31 |
| 17 | Charles Schwab Trust Co | 3,109,768 | $84.6M | 0.47% | 2025-12-31 |
| 18 | Gemmer Asset Management LLC | 2,649,062 | $72.1M | 0.40% | 2025-12-31 |
| 19 | Bank of New York Mellon Corp | 2,464,601 | $67.1M | 0.37% | 2025-12-31 |
| 20 | Clark Capital Management Group, Inc. | 2,461,818 | $67.0M | 0.37% | 2025-12-31 |
| 21 | RESTON WEALTH MANAGEMENT LLC | 2,380,794 | $64.8M | 0.36% | 2025-12-31 |
| 22 | Kelman-Lazarov, Inc. | 2,356,429 | $64.1M | 0.35% | 2025-12-31 |
| 23 | Lee Financial Co | 2,324,130 | $63.2M | 0.35% | 2025-12-31 |
| 24 | UBS Group AG | 2,300,536 | $62.6M | 0.34% | 2025-12-31 |
| 25 | BANK OF AMERICA CORP /DE/ | 2,109,294 | $57.4M | 0.32% | 2025-12-31 |
| 26 | Private Advisor Group, LLC | 2,047,668 | $55.7M | 0.31% | 2025-12-31 |
| 27 | Bell Investment Advisors, Inc | 2,013,483 | $54.8M | 0.30% | 2025-12-31 |
| 28 | BlueStem Wealth Partners, LLC | 1,966,144 | $53.5M | 0.29% | 2025-12-31 |
| 29 | HighTower Advisors, LLC | 1,937,060 | $52.7M | 0.29% | 2025-12-31 |
| 30 | Ashford Advisors, LLC | 1,835,393 | $49.9M | 0.27% | 2025-12-31 |
| 31 | Prairiewood Capital, LLC | 1,824,061 | $49.6M | 0.27% | 2025-12-31 |
| 32 | Koesten, Hirschmann & Crabtree, INC. | 1,715,952 | $46.7M | 0.26% | 2025-12-31 |
| 33 | Cornerstone Planning Group LLC | 1,562,526 | $44.2M | 0.23% | 2025-12-31 |
| 34 | KAVAR CAPITAL PARTNERS GROUP, LLC | 1,576,625 | $42.9M | 0.23% | 2025-12-31 |
| 35 | OSAIC HOLDINGS, INC. | 1,485,835 | $40.4M | 0.22% | 2025-12-31 |
| 36 | Leonard Rickey Investment Advisors P.L.L.C. | 1,479,354 | $40.3M | 0.22% | 2025-12-31 |
| 37 | Focus Partners Wealth | 1,498,468 | $39.9M | 0.22% | 2025-12-31 |
| 38 | Creative Planning | 1,459,493 | $39.7M | 0.22% | 2025-12-31 |
| 39 | Resonant Capital Advisors, LLC | 1,367,927 | $37.2M | 0.20% | 2025-12-31 |
| 40 | Fortis Capital Advisors, LLC | 1,345,095 | $36.6M | 0.20% | 2025-12-31 |
| 41 | Belpointe Asset Management LLC | 1,345,095 | $36.6M | 0.20% | 2025-12-31 |
| 42 | PTM WEALTH MANAGEMENT, LLC | 1,310,154 | $36.3M | 0.19% | 2025-12-31 |
| 43 | Tanglewood Wealth Management, Inc. | 1,316,823 | $35.8M | 0.20% | 2025-12-31 |
| 44 | COMMONWEALTH EQUITY SERVICES, LLC | 1,214,822 | $33.1M | 0.18% | 2025-12-31 |
| 45 | GREAT VALLEY ADVISOR GROUP, INC. | 1,110,269 | $30.2M | 0.16% | 2025-12-31 |
| 46 | Planned Solutions, Inc. | 1,049,879 | $28.6M | 0.15% | 2025-12-31 |
| 47 | Eagle Strategies LLC | 1,036,270 | $28.2M | 0.15% | 2025-12-31 |
| 48 | Berman McAleer LLC | 996,745 | $27.1M | 0.15% | 2025-12-31 |
| 49 | OXFORD FINANCIAL GROUP, LTD. LLC | 966,502 | $26.3M | 0.14% | 2025-12-31 |
| 50 | Corient Private Wealth LLC | 957,958 | $26.1M | 0.14% | 2025-12-31 |
| 51 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 933,529 | $25.4M | 0.14% | 2025-12-31 |
| 52 | MOLLER WEALTH PARTNERS | 926,581 | $25.2M | 0.14% | 2025-12-31 |
| 53 | ALLEN WEALTH MANAGEMENT, LLC | 918,905 | $25.0M | 0.13% | 2025-12-31 |
| 54 | Solitude Financial Services | 918,407 | $25.0M | 0.13% | 2025-12-31 |
| 55 | DAVENPORT & Co LLC | 916,929 | $24.9M | 0.13% | 2025-12-31 |
| 56 | Pasadena Private Wealth, LLC | 916,854 | $24.9M | 0.13% | 2025-12-31 |
| 57 | Financial Strategies Group, Inc. | 887,072 | $24.7M | 0.13% | 2025-12-31 |
| 58 | Haverford Trust Co | 874,656 | $23.8M | 0.13% | 2025-12-31 |
| 59 | TruNorth Capital Management, LLC | 869,591 | $23.7M | 0.13% | 2025-12-31 |
| 60 | Merit Financial Group, LLC | 869,054 | $23.6M | 0.13% | 2025-12-31 |
| 61 | Consolidated Planning Corp | 846,936 | $23.0M | 0.12% | 2025-12-31 |
| 62 | Certified Advisory Corp | 836,554 | $22.8M | 0.12% | 2025-12-31 |
| 63 | Richardson Capital Management LLC | 812,097 | $22.1M | 0.12% | 2025-12-31 |
| 64 | Urban Financial Advisory Corp | 794,139 | $21.6M | 0.12% | 2025-12-31 |
| 65 | NFP Retirement, Inc. | 779,599 | $21.2M | 0.11% | 2025-12-31 |
| 66 | Firestone Capital Management | 768,746 | $20.9M | 0.11% | 2025-12-31 |
| 67 | Washington Trust Advisors, Inc. | 751,936 | $20.5M | 0.11% | 2025-12-31 |
| 68 | Your Advocates Ltd., LLP | 745,945 | $20.3M | 0.11% | 2025-12-31 |
| 69 | ELEVATION WEALTH PARTNERS, LLC | 737,497 | $20.1M | 0.11% | 2025-12-31 |
| 70 | Northland Capital Management LLC | 717,032 | $19.5M | 0.10% | 2025-12-31 |
| 71 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 715,540 | $19.5M | 0.10% | 2025-12-31 |
| 72 | CABOT WEALTH MANAGEMENT INC | 705,562 | $19.2M | 0.10% | 2025-12-31 |
| 73 | Royal Bank of Canada | 696,513 | $19.0M | 0.10% | 2025-12-31 |
| 74 | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 671,928 | $18.3M | 0.10% | 2025-12-31 |
| 75 | Mariner, LLC | 657,144 | $17.9M | 0.09% | 2025-12-31 |
| 76 | Envision Financial LLC | 655,421 | $17.8M | 0.09% | 2025-12-31 |
| 77 | U.S. Capital Wealth Advisors, LLC | 635,230 | $17.3M | 0.09% | 2025-12-31 |
| 78 | VVR Holdings LLC | 634,387 | $17.3M | 0.09% | 2025-12-31 |
| 79 | CAHILL FINANCIAL ADVISORS INC | 853,852 | $17.0M | 0.12% | 2025-12-31 |
| 80 | MAI Capital Management | 616,193 | $16.8M | 0.09% | 2025-12-31 |
| 81 | Qube Research & Technologies Ltd | 612,591 | $16.7M | 0.09% | 2025-12-31 |
| 82 | Sellwood Investment Partners LLC | 610,030 | $16.6M | 0.09% | 2025-12-31 |
| 83 | PRINCIPAL SECURITIES, INC. | 588,939 | $16.0M | 0.08% | 2025-12-31 |
| 84 | EP Wealth Advisors, LLC | 584,018 | $15.9M | 0.08% | 2025-12-31 |
| 85 | Aufman Associates Inc | 574,608 | $15.6M | 0.08% | 2025-12-31 |
| 86 | Tradition Wealth Management, LLC | 574,083 | $15.6M | 0.08% | 2025-12-31 |
| 87 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 556,683 | $15.5M | 0.08% | 2025-12-31 |
| 88 | Strata Wealth Advisors, LLC | 554,054 | $15.1M | 0.08% | 2025-12-31 |
| 89 | Asset Allocation Strategies LLC | 552,591 | $15.0M | 0.08% | 2025-12-31 |
| 90 | Wealth Forward, LLC | 548,481 | $14.9M | 0.08% | 2025-12-31 |
| 91 | Williams Financial, LLC | 541,764 | $14.7M | 0.08% | 2025-12-31 |
| 92 | Cerity Partners LLC | 515,480 | $14.0M | 0.07% | 2025-12-31 |
| 93 | GOLDMAN SACHS GROUP INC | 499,105 | $13.6M | 0.07% | 2025-12-31 |
| 94 | RAYMOND JAMES FINANCIAL INC | 492,987 | $13.4M | 0.07% | 2025-12-31 |
| 95 | Ironwood Investment Counsel, LLC | 490,965 | $13.4M | 0.07% | 2025-12-31 |
| 96 | Gotham Asset Management, LLC | 485,215 | $13.2M | 0.07% | 2025-12-31 |
| 97 | Archford Capital Strategies, LLC | 483,849 | $13.2M | 0.07% | 2025-12-31 |
| 98 | Opes Wealth Management LLC | 478,489 | $13.0M | 0.07% | 2025-12-31 |
| 99 | Clarkston Capital Partners, LLC | 474,710 | $12.9M | 0.07% | 2025-12-31 |
| 100 | BCS Wealth Management | 469,554 | $12.8M | 0.07% | 2025-12-31 |
| 101 | TradeWell Securities, LLC. | 12,721,524 | $12.7M | 1.93% | 2025-12-31 |
| 102 | ACCESS FINANCIAL SERVICES, INC. | 458,780 | $12.5M | 0.06% | 2025-12-31 |
| 103 | FMR LLC | 455,679 | $12.4M | 0.06% | 2025-12-31 |
| 104 | MML INVESTORS SERVICES, LLC | 446,026 | $12.1M | 0.06% | 2025-12-31 |
| 105 | Sterling Financial Planning, Inc. | 432,500 | $11.8M | 0.06% | 2025-12-31 |
| 106 | J.E. Simmons & Co., P.C. | 426,178 | $11.6M | 0.06% | 2025-12-31 |
| 107 | Nicholas Hoffman & Company, LLC. | 425,765 | $11.6M | 0.06% | 2025-12-31 |
| 108 | Quantinno Capital Management LP | 421,121 | $11.5M | 0.06% | 2025-12-31 |
| 109 | Nicholson Meyer Capital Management, Inc. | 419,418 | $11.4M | 0.06% | 2025-12-31 |
| 110 | Timmons Wealth Management, LLC | 411,874 | $11.2M | 0.06% | 2025-12-31 |
| 111 | Pallas Capital Advisors LLC | 409,098 | $11.1M | 0.06% | 2025-12-31 |
| 112 | Alhambra Investment Management LLC | 408,892 | $11.1M | 0.06% | 2025-12-31 |
| 113 | Cedar Point Capital Partners, LLC | 406,467 | $11.1M | 0.06% | 2025-12-31 |
| 114 | Equity Wealth Partners, LLC | 401,478 | $10.9M | 0.06% | 2025-12-31 |
| 115 | American Trust | 393,103 | $10.7M | 0.05% | 2025-12-31 |
| 116 | HIGHLINE WEALTH PARTNERS LLC | 386,049 | $10.5M | 0.05% | 2025-12-31 |
| 117 | Legend Financial Advisors, Inc. | 382,396 | $10.4M | 0.05% | 2025-12-31 |
| 118 | MERCER GLOBAL ADVISORS INC /ADV | 380,185 | $10.3M | 0.05% | 2025-12-31 |
| 119 | JONES FINANCIAL COMPANIES LLLP | 379,900 | $10.3M | 0.05% | 2025-12-31 |
| 120 | Arlington Financial Advisors, LLC | 374,530 | $10.2M | 0.05% | 2025-12-31 |
| 121 | LOWERY THOMAS, LLC | 366,970 | $10.0M | 0.05% | 2025-12-31 |
| 122 | Bristlecone Value Partners, LLC | 360,410 | $9.8M | 0.05% | 2025-12-31 |
| 123 | Lakewood Asset Management LLC | 353,870 | $9.6M | 0.05% | 2025-12-31 |
| 124 | Systelligence, LLC | 352,368 | $9.6M | 0.05% | 2025-12-31 |
| 125 | Bruce G. Allen Investments, LLC | 351,162 | $9.6M | 0.05% | 2025-12-31 |
| 126 | Kestra Advisory Services, LLC | 350,123 | $9.5M | 0.05% | 2025-12-31 |
| 127 | OneDigital Investment Advisors LLC | 342,744 | $9.3M | 0.05% | 2025-12-31 |
| 128 | COLLECTIVE FAMILY OFFICE LLC | 339,913 | $9.2M | 0.05% | 2025-12-31 |
| 129 | AQR CAPITAL MANAGEMENT LLC | 337,134 | $9.2M | 0.05% | 2025-12-31 |
| 130 | ARCADIA INVESTMENT ADVISORS LLC | 336,039 | $9.1M | 0.05% | 2025-12-31 |
| 131 | Milestone Investment Advisors LLC | 333,215 | $9.1M | 0.05% | 2025-12-31 |
| 132 | AlTi Global, Inc. | 330,599 | $9.0M | 0.05% | 2025-12-31 |
| 133 | Quadcap Wealth Management, LLC | 325,748 | $8.8M | 0.04% | 2025-12-31 |
| 134 | RHS Financial, LLC | 313,776 | $8.5M | 0.04% | 2025-12-31 |
| 135 | Wilmington Savings Fund Society, FSB | 305,230 | $8.3M | 0.04% | 2025-12-31 |
| 136 | LEAVELL INVESTMENT MANAGEMENT, INC. | 303,065 | $8.2M | 0.04% | 2025-12-31 |
| 137 | Guardian Financial Partners, LLC | 300,440 | $8.2M | 0.04% | 2025-12-31 |
| 138 | Darrow Company, Inc. | 284,406 | $7.7M | 0.04% | 2025-12-31 |
| 139 | Rollins Financial Advisors, LLC | 278,303 | $7.6M | 0.04% | 2025-12-31 |
| 140 | INTEGRITY ALLIANCE, LLC. | 270,675 | $7.4M | 0.04% | 2025-12-31 |
| 141 | Breakwater Capital Group | 268,056 | $7.3M | 0.04% | 2025-12-31 |
| 142 | Journey Advisory Group, LLC | 258,343 | $7.0M | 0.03% | 2025-12-31 |
| 143 | Red Tortoise LLC | 256,043 | $7.0M | 0.03% | 2025-12-31 |
| 144 | Wingate Wealth Advisors, Inc. | 245,329 | $6.7M | 0.03% | 2025-12-31 |
| 145 | Payne Capital LLC | 242,141 | $6.6M | 0.03% | 2025-12-31 |
| 146 | BFI Wealth Solutions, LLC | 239,738 | $6.5M | 0.03% | 2025-12-31 |
| 147 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 236,506 | $6.4M | 0.03% | 2025-12-31 |
| 148 | COWA, LLC | 230,243 | $6.3M | 0.03% | 2025-12-31 |
| 149 | Boyce & Associates Wealth Consulting, Inc. | 229,465 | $6.2M | 0.03% | 2025-12-31 |
| 150 | Argos Wealth Advisors, LLC | 227,903 | $6.2M | 0.03% | 2025-12-31 |
| 151 | Avant Capital LLC | 227,268 | $6.2M | 0.03% | 2025-12-31 |
| 152 | Verum Partners LLC | 219,603 | $6.0M | 0.03% | 2025-12-31 |
| 153 | Savant Capital, LLC | 213,131 | $5.8M | 0.03% | 2025-12-31 |
| 154 | EQ WEALTH ADVISORS, LLC | 212,026 | $5.8M | 0.03% | 2025-12-31 |
| 155 | Baker Ellis Asset Management LLC | 210,006 | $5.7M | 0.03% | 2025-12-31 |
| 156 | Pinnacle Financial Partners, Inc. | 205,286 | $5.6M | 0.03% | 2025-12-31 |
| 157 | Kingsview Wealth Management, LLC | 202,910 | $5.5M | 0.03% | 2025-12-31 |
| 158 | IMA Advisory Services, Inc. | 202,228 | $5.5M | 0.03% | 2025-12-31 |
| 159 | EXENCIAL WEALTH ADVISORS, LLC | 194,096 | $5.3M | 0.02% | 2025-12-31 |
| 160 | AE Wealth Management LLC | 189,977 | $5.2M | 0.02% | 2025-12-31 |
| 161 | CVA Family Office, LLC | 189,064 | $5.1M | 0.02% | 2025-12-31 |
| 162 | DROMS STRAUSS ADVISORS INC /MO/ /ADV | 188,132 | $5.1M | 0.02% | 2025-12-31 |
| 163 | QRG CAPITAL MANAGEMENT, INC. | 184,800 | $5.0M | 0.02% | 2025-12-31 |
| 164 | Magnolia Private Wealth, LLC | 180,803 | $4.9M | 0.02% | 2025-12-31 |
| 165 | STAGE HARBOR FINANCIAL, LLC | 180,099 | $4.9M | 0.02% | 2025-12-31 |
| 166 | Wilkins Miller Wealth Management, LLC | 179,604 | $4.9M | 0.02% | 2025-12-31 |
| 167 | Allworth Financial LP | 177,821 | $4.8M | 0.02% | 2025-12-31 |
| 168 | Focus Financial Network, Inc. | 171,753 | $4.7M | 0.02% | 2025-12-31 |
| 169 | BLAIR WILLIAM & CO/IL | 171,515 | $4.7M | 0.02% | 2025-12-31 |
| 170 | Global Retirement Partners, LLC | 170,866 | $4.6M | 0.02% | 2025-12-31 |
| 171 | Shakespeare Wealth Management, LLC | 170,226 | $4.6M | 0.02% | 2025-12-31 |
| 172 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 169,073 | $4.6M | 0.02% | 2025-12-31 |
| 173 | NOVEM GROUP | 168,955 | $4.6M | 0.02% | 2025-12-31 |
| 174 | Yanni & Associates Investment Advisors, LLC | 168,080 | $4.6M | 0.02% | 2025-12-31 |
| 175 | Foguth Wealth Management, LLC. | 163,983 | $4.5M | 0.02% | 2025-12-31 |
| 176 | Fortitude Family Office, LLC | 158,187 | $4.3M | 0.02% | 2025-12-31 |
| 177 | Lido Advisors, LLC | 161,950 | $4.3M | 0.02% | 2025-12-31 |
| 178 | CIDEL ASSET MANAGEMENT INC | 155,097 | $4.2M | 0.02% | 2025-12-31 |
| 179 | Sequoia Financial Advisors, LLC | 153,759 | $4.2M | 0.02% | 2025-12-31 |
| 180 | Equitable Holdings, Inc. | 149,938 | $4.1M | 0.02% | 2025-12-31 |
| 181 | Main Street Financial Solutions, LLC | 149,389 | $4.1M | 0.02% | 2025-12-31 |
| 182 | Capital Advantage, Inc. | 149,125 | $4.1M | 0.02% | 2025-12-31 |
| 183 | Tempus Wealth Planning, LLC | 148,999 | $4.1M | 0.02% | 2025-12-31 |
| 184 | FRG Family Wealth Advisors LLC | 142,410 | $3.9M | 0.02% | 2025-12-31 |
| 185 | FCA CORP /TX | 142,043 | $3.9M | 0.02% | 2025-12-31 |
| 186 | CATHY PARETO & ASSOCIATES, INC | 141,190 | $3.8M | 0.02% | 2025-12-31 |
| 187 | Clearview Wealth Advisors LLC | 137,409 | $3.7M | 0.02% | 2025-12-31 |
| 188 | IEQ CAPITAL, LLC | 133,988 | $3.6M | 0.02% | 2025-12-31 |
| 189 | Blueprint Financial Advisors LLC | 130,953 | $3.6M | 0.01% | 2025-12-31 |
| 190 | Blueprint Investment Partners LLC | 130,953 | $3.6M | 0.01% | 2025-12-31 |
| 191 | Cambridge Advisors Inc. | 130,109 | $3.5M | 0.01% | 2025-12-31 |
| 192 | RFG - Bristol Wealth Advisors, LLC | 126,937 | $3.5M | 0.01% | 2025-12-31 |
| 193 | Safe Harbor Family Capital, LLC | 126,145 | $3.4M | 0.01% | 2025-12-31 |
| 194 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 125,197 | $3.4M | 0.01% | 2025-12-31 |
| 195 | IFP Advisors, Inc | 120,957 | $3.3M | 0.01% | 2025-12-31 |
| 196 | Orion Porfolio Solutions, LLC | 120,514 | $3.3M | 0.01% | 2025-12-31 |
| 197 | Next Capital Management LLC | 120,237 | $3.3M | 0.01% | 2025-12-31 |
| 198 | Aberdeen Wealth Management LLC | 120,140 | $3.3M | 0.01% | 2025-12-31 |
| 199 | Meridian Wealth Management, LLC | 119,595 | $3.3M | 0.01% | 2025-12-31 |
| 200 | Vise Technologies, Inc. | 119,420 | $3.2M | 0.01% | 2025-12-31 |
| 201 | Beacon Pointe Advisors, LLC | 116,862 | $3.2M | 0.01% | 2025-12-31 |
| 202 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114,997 | $3.1M | 0.01% | 2025-12-31 |
| 203 | Prospera Financial Services Inc | 114,931 | $3.1M | 0.01% | 2025-12-31 |
| 204 | &PARTNERS | 114,775 | $3.1M | 0.01% | 2025-12-31 |
| 205 | Farther Finance Advisors, LLC | 108,972 | $3.0M | 0.01% | 2025-12-31 |
| 206 | Prostatis Group LLC | 108,856 | $3.0M | 0.01% | 2025-12-31 |
| 207 | Roof Eidam Maycock Peralta, LLC | 108,757 | $3.0M | 0.01% | 2025-12-31 |
| 208 | Savvy Advisors, Inc. | 107,844 | $2.9M | 0.01% | 2025-12-31 |
| 209 | WELLS FARGO & COMPANY/MN | 107,634 | $2.9M | 0.01% | 2025-12-31 |
| 210 | Valmark Advisers, Inc. | 105,336 | $2.9M | 0.01% | 2025-12-31 |
| 211 | Perigon Wealth Management, LLC | 104,361 | $2.8M | 0.01% | 2025-12-31 |
| 212 | SAX WEALTH ADVISORS, LLC | 104,223 | $2.8M | 0.01% | 2025-12-31 |
| 213 | Cascades Capital Asset Management, LLC | 102,794 | $2.8M | 0.01% | 2025-12-31 |
| 214 | Whitener Capital Management, Inc. | 101,301 | $2.8M | 0.01% | 2025-12-31 |
| 215 | Wellspring Financial Advisors, LLC | 100,445 | $2.7M | 0.01% | 2025-12-31 |
| 216 | Wealthspire Advisors, LLC | 99,819 | $2.7M | 0.01% | 2025-12-31 |
| 217 | Stillwater Wealth Management Group | 98,970 | $2.7M | 0.01% | 2025-12-31 |
| 218 | SIGNAL TREE FINANCIAL PARTNERS LLC | 98,187 | $2.7M | 0.01% | 2025-12-31 |
| 219 | Avidian Wealth Enterprises, LLC | 95,367 | $2.6M | 0.01% | 2025-12-31 |
| 220 | Advisory Services Network, LLC | 95,144 | $2.6M | 0.01% | 2025-12-31 |
| 221 | PFG Advisors | 91,383 | $2.5M | 0.01% | 2025-12-31 |
| 222 | Austin Private Wealth, LLC | 91,067 | $2.5M | 0.01% | 2025-12-31 |
| 223 | Johnson Bixby & Associates, LLC | 90,684 | $2.5M | 0.01% | 2025-12-31 |
| 224 | BROWN BROTHERS HARRIMAN & CO | 89,026 | $2.4M | 0.01% | 2025-12-31 |
| 225 | NewEdge Advisors, LLC | 88,118 | $2.4M | 0.01% | 2025-12-31 |
| 226 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 87,695 | $2.4M | 0.01% | 2025-12-31 |
| 227 | JPMORGAN CHASE & CO | 87,073 | $2.4M | 0.01% | 2025-12-31 |
| 228 | MASECO LLP | 86,591 | $2.4M | 0.01% | 2025-12-31 |
| 229 | RIVERCHASE WEALTH MANAGEMENT, LLC | 86,052 | $2.3M | 0.01% | 2025-12-31 |
| 230 | CIBC Private Wealth Group LLC | 84,475 | $2.3M | 0.01% | 2025-12-31 |
| 231 | Asset Advisory Group, Inc. | 80,816 | $2.2M | 0.01% | 2025-12-31 |
| 232 | Westmount Partners, LLC | 79,721 | $2.2M | 0.01% | 2025-12-31 |
| 233 | WORLD EQUITY GROUP, INC. | 78,395 | $2.1M | 0.01% | 2025-12-31 |
| 234 | Valeo Financial Advisors, LLC | 78,095 | $2.1M | 0.01% | 2025-12-31 |
| 235 | WealthCare Investment Partners, LLC | 77,187 | $2.1M | 0.01% | 2025-12-31 |
| 236 | Csenge Advisory Group | 76,281 | $2.1M | 0.01% | 2025-12-31 |
| 237 | Schrum Private Wealth Management LLC | 74,793 | $2.0M | 0.01% | 2025-12-31 |
| 238 | Mezzasalma Advisors, LLC | 79,149 | $2.0M | 0.01% | 2025-12-31 |
| 239 | Briggs Wealth Management, Inc | 73,318 | $2.0M | 0.01% | 2025-12-31 |
| 240 | Pinnacle Wealth Planning Services, Inc. | 70,324 | $1.9M | 0.01% | 2025-12-31 |
| 241 | Aspiring Ventures, LLC | 69,576 | $1.9M | 0.01% | 2025-12-31 |
| 242 | FLAGSHIP HARBOR ADVISORS, LLC | 69,087 | $1.9M | 0.01% | 2025-12-31 |
| 243 | KMG FIDUCIARY PARTNERS, LLC | 69,053 | $1.9M | 0.01% | 2025-12-31 |
| 244 | ANGELES WEALTH MANAGEMENT, LLC | 67,485 | $1.8M | 0.01% | 2025-12-31 |
| 245 | Alpha Omega Wealth Management LLC | 67,022 | $1.8M | 0.01% | 2025-12-31 |
| 246 | MIDLAND WEALTH ADVISORS LLC | 66,761 | $1.8M | 0.01% | 2025-12-31 |
| 247 | Bulwark Capital Corp | 66,140 | $1.8M | 0.01% | 2025-12-31 |
| 248 | BEARING POINT CAPITAL, LLC | 65,900 | $1.8M | 0.01% | 2025-12-31 |
| 249 | Financial Synergies Wealth Advisors, Inc. | 65,487 | $1.8M | 0.00% | 2025-12-31 |
| 250 | Harbor Group, Inc. | 64,981 | $1.8M | 0.00% | 2025-12-31 |
| 251 | Carnegie Investment Counsel | 64,265 | $1.7M | 0.00% | 2025-12-31 |
| 252 | Yoder Wealth Management, Inc. | 64,201 | $1.7M | 0.00% | 2025-12-31 |
| 253 | TRUIST FINANCIAL CORP | 63,232 | $1.7M | 0.00% | 2025-12-31 |
| 254 | Whipplewood Advisors, LLC | 62,868 | $1.7M | 0.00% | 2025-12-31 |
| 255 | AXXCESS WEALTH MANAGEMENT, LLC | 62,742 | $1.7M | 0.00% | 2025-12-31 |
| 256 | Focus Partners Advisor Solutions, LLC | 62,531 | $1.7M | 0.00% | 2025-12-31 |
| 257 | McGrath & Associates, Inc. | 60,875 | $1.7M | 0.00% | 2025-12-31 |
| 258 | Madison Asset Management, LLC | 60,771 | $1.7M | 0.00% | 2025-12-31 |
| 259 | Sanctuary Advisors, LLC | 60,406 | $1.6M | 0.00% | 2025-12-31 |
| 260 | Modern Wealth Management, LLC | 60,152 | $1.6M | 0.00% | 2025-12-31 |
| 261 | HARBOUR INVESTMENT MANAGEMENT LLC | 59,391 | $1.6M | 0.00% | 2025-12-31 |
| 262 | SHEETS SMITH WEALTH MANAGEMENT | 59,087 | $1.6M | 0.00% | 2025-12-31 |
| 263 | LBMC INVESTMENT ADVISORS, LLC | 58,923 | $1.6M | 0.00% | 2025-12-31 |
| 264 | Nabity-Jensen Investment Management Inc | 58,685 | $1.6M | 0.00% | 2025-12-31 |
| 265 | IHT Wealth Management, LLC | 57,112 | $1.6M | 0.00% | 2025-12-31 |
| 266 | Capasso Planning Partners LLC | 56,686 | $1.5M | 0.00% | 2025-12-31 |
| 267 | Brand Asset Management Group, Inc. | 56,351 | $1.5M | 0.00% | 2025-12-31 |
| 268 | Chicago Partners Investment Group LLC | 54,332 | $1.5M | 0.00% | 2025-12-31 |
| 269 | Directional Asset Management | 56,074 | $1.5M | 0.00% | 2025-12-31 |
| 270 | SALEM INVESTMENT COUNSELORS INC | 55,487 | $1.5M | 0.00% | 2025-12-31 |
| 271 | MidAtlantic Capital Management, Inc. | 55,322 | $1.5M | 0.00% | 2025-12-31 |
| 272 | KINGSWOOD WEALTH ADVISORS, LLC | 54,267 | $1.5M | 0.00% | 2025-12-31 |
| 273 | Jacobi Capital Management LLC | 53,524 | $1.5M | 0.00% | 2025-12-31 |
| 274 | Addison Advisors LLC | 52,810 | $1.4M | 0.00% | 2025-12-31 |
| 275 | Avestar Capital, LLC | 52,546 | $1.4M | 0.00% | 2025-12-31 |
| 276 | BlackRock, Inc. | 52,089 | $1.4M | 0.00% | 2025-12-31 |
| 277 | Waverly Advisors, LLC | 51,922 | $1.4M | 0.00% | 2025-12-31 |
| 278 | Larson Financial Group LLC | 51,219 | $1.4M | 0.00% | 2025-12-31 |
| 279 | BANK OF MONTREAL /CAN/ | 51,021 | $1.4M | 0.00% | 2025-12-31 |
| 280 | WCG Wealth Advisors LLC | 50,154 | $1.4M | 0.00% | 2025-12-31 |
| 281 | Values Added Financial LLC | 49,704 | $1.4M | 0.00% | 2025-12-31 |
| 282 | AdvisorNet Financial, Inc | 49,456 | $1.3M | 0.00% | 2025-12-31 |
| 283 | Berger Financial Group, Inc | 48,631 | $1.3M | 0.00% | 2025-12-31 |
| 284 | PERRYMAN FINANCIAL ADVISORY INC /AD | 48,113 | $1.3M | 0.00% | 2025-12-31 |
| 285 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 47,284 | $1.3M | 0.00% | 2025-12-31 |
| 286 | Birchwood Financial Partners, Inc. | 47,226 | $1.3M | 0.00% | 2025-12-31 |
| 287 | Y-Intercept (Hong Kong) Ltd | 47,067 | $1.3M | 0.00% | 2025-12-31 |
| 288 | AMI INVESTMENT MANAGEMENT INC | 47,028 | $1.3M | 0.00% | 2025-12-31 |
| 289 | Ballast Financial Advisors LLC | 46,782 | $1.3M | 0.00% | 2025-12-31 |
| 290 | STIFEL FINANCIAL CORP | 45,694 | $1.2M | 0.00% | 2025-12-31 |
| 291 | SIGNATUREFD, LLC | 45,372 | $1.2M | 0.00% | 2025-12-31 |
| 292 | Gryphon Financial Partners LLC | 45,071 | $1.2M | 0.00% | 2025-12-31 |
| 293 | Western Wealth Management, LLC | 44,570 | $1.2M | 0.00% | 2025-12-31 |
| 294 | Capital Investment Advisors, LLC | 44,417 | $1.2M | 0.00% | 2025-12-31 |
| 295 | Wedmont Private Capital | 43,400 | $1.2M | 0.00% | 2025-12-31 |
| 296 | Financial Planning Hawaii, Inc. | 42,816 | $1.2M | 0.00% | 2025-12-31 |
| 297 | Millstone Evans Group, LLC | 42,631 | $1.2M | 0.00% | 2025-12-31 |
| 298 | KCM INVESTMENT ADVISORS LLC | 42,262 | $1.1M | 0.00% | 2025-12-31 |
| 299 | Archvest Wealth Advisors, Inc. | 1,857 | $1.1M | 0.00% | 2025-12-31 |
| 300 | Kuhn & Co Investment Counsel | 41,868 | $1.1M | 0.00% | 2025-12-31 |
| 301 | Citizens National Bank Trust Department | 40,627 | $1.1M | 0.00% | 2025-12-31 |
| 302 | Integrated Wealth Concepts LLC | 39,701 | $1.1M | 0.00% | 2025-12-31 |
| 303 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 39,649 | $1.1M | 0.00% | 2025-12-31 |
| 304 | Integrated Advisors Network LLC | 38,140 | $1.0M | 0.00% | 2025-12-31 |
| 305 | CREATIVE FINANCIAL DESIGNS INC /ADV | 38,057 | $1.0M | 0.00% | 2025-12-31 |
| 306 | Apella Capital, LLC | 38,042 | $1.0M | 0.00% | 2025-12-31 |
| 307 | May Barnhard Investments LLC | 37,658 | $1.0M | 0.00% | 2025-12-31 |
| 308 | VANGUARD GROUP INC | 37,635 | $1.0M | 0.00% | 2025-12-31 |
| 309 | DIVERSIFIED MANAGEMENT INC | 37,466 | $1.0M | 0.00% | 2025-12-31 |
| 310 | Continuum Advisory, LLC | 36,955 | $1.0M | 0.00% | 2025-12-31 |
| 311 | Freestone Capital Holdings, LLC | 36,821 | $1.0M | 0.00% | 2025-12-31 |
| 312 | SAGE FINANCIAL GROUP INC | 36,808 | $1.0M | 0.00% | 2025-12-31 |
| 313 | Legacy Financial Strategies, LLC | 36,795 | $1.0M | 0.00% | 2025-12-31 |
| 314 | STOCK YARDS BANK & TRUST CO | 36,728 | $999.4K | 0.00% | 2025-12-31 |
| 315 | Sand Hill Global Advisors, LLC | 36,395 | $990.3K | 0.00% | 2025-12-31 |
| 316 | Stokes Family Office, LLC | 36,243 | $986.2K | 0.00% | 2025-12-31 |
| 317 | Clarity Capital Advisors, LLC | 35,934 | $977.8K | 0.00% | 2025-12-31 |
| 318 | Clear Point Advisors Inc. | 35,758 | $973.0K | 0.00% | 2025-12-31 |
| 319 | BEACON FINANCIAL PLANNING, INC | 35,232 | $958.7K | 0.00% | 2025-12-31 |
| 320 | CUTLER INVESTMENT COUNSEL LLC | 34,886 | $949.2K | 0.00% | 2025-12-31 |
| 321 | Heritage Wealth Management, Inc. | 34,570 | $940.6K | 0.00% | 2025-12-31 |
| 322 | Ausdal Financial Partners, Inc. | 33,038 | $899.0K | 0.00% | 2025-12-31 |
| 323 | JOHNSON INVESTMENT COUNSEL INC | 33,027 | $898.7K | 0.00% | 2025-12-31 |
| 324 | HRC WEALTH MANAGEMENT, LLC | 31,953 | $869.4K | 0.00% | 2025-12-31 |
| 325 | Aptus Capital Advisors, LLC | 31,228 | $849.7K | 0.00% | 2025-12-31 |
| 326 | Crusonia Wealth Advisors LLC | 30,652 | $834.0K | 0.00% | 2025-12-31 |
| 327 | Revolve Wealth Partners, LLC | 30,311 | $824.8K | 0.00% | 2025-12-31 |
| 328 | HUB Investment Partners, LLC | 30,255 | $823.2K | 0.00% | 2025-12-31 |
| 329 | Principia Wealth Advisory, LLC | 31,248 | $821.8K | 0.00% | 2025-12-31 |
| 330 | NORTHERN TRUST CORP | 30,115 | $819.4K | 0.00% | 2025-12-31 |
| 331 | Colonial Trust Co / SC | 29,793 | $810.7K | 0.00% | 2025-12-31 |
| 332 | Steward Partners Investment Advisory, LLC | 29,520 | $803.2K | 0.00% | 2025-12-31 |
| 333 | Rockefeller Capital Management L.P. | 28,795 | $785.2K | 0.00% | 2025-12-31 |
| 334 | KLCM Advisors, Inc. | 28,072 | $763.8K | 0.00% | 2025-12-31 |
| 335 | MONETA GROUP INVESTMENT ADVISORS LLC | 28,048 | $763.2K | 0.00% | 2025-12-31 |
| 336 | CoreCap Advisors, LLC | 28,010 | $762.2K | 0.00% | 2025-12-31 |
| 337 | Monetary Solutions, Ltd | 27,916 | $759.6K | 0.00% | 2025-12-31 |
| 338 | Evanson Asset Management, LLC | 27,490 | $748.0K | 0.00% | 2025-12-31 |
| 339 | Wealth Advisory Team LLC | 27,466 | $747.4K | 0.00% | 2025-12-31 |
| 340 | STUDIO INVESTMENT MANAGEMENT LLC | 27,437 | $746.6K | 0.00% | 2025-12-31 |
| 341 | Sigma Planning Corp | 27,388 | $745.2K | 0.00% | 2025-12-31 |
| 342 | TIAA TRUST, NATIONAL ASSOCIATION | 27,166 | $739.2K | 0.00% | 2025-12-31 |
| 343 | HOWE & RUSLING INC | 27,075 | $736.7K | 0.00% | 2025-12-31 |
| 344 | L.K. Benson & Company, P.C. | 26,626 | $724.5K | 0.00% | 2025-12-31 |
| 345 | Facet Wealth, Inc. | 25,087 | $709.5K | 0.00% | 2025-12-31 |
| 346 | BUILDER INVESTMENT GROUP INC /ADV | 25,410 | $691.4K | 0.00% | 2025-12-31 |
| 347 | Phil A. Younker & Associates, Ltd. | 25,306 | $688.6K | 0.00% | 2025-12-31 |
| 348 | TBH Global Asset Management, LLC | 18,213 | $687.5K | 0.00% | 2025-12-31 |
| 349 | HB Wealth Management, LLC | 25,010 | $680.5K | 0.00% | 2025-12-31 |
| 350 | TRUST POINT INC. | 24,972 | $679.5K | 0.00% | 2025-12-31 |
| 351 | SILVER OAK SECURITIES, INCORPORATED | 24,569 | $673.4K | 0.00% | 2025-12-31 |
| 352 | Canandaigua National Trust Co of Florida | 24,540 | $667.7K | 0.00% | 2025-12-31 |
| 353 | MONTAG A & ASSOCIATES INC | 24,050 | $654.4K | 0.00% | 2025-12-31 |
| 354 | KEYVANTAGE WEALTH, LLC | 23,787 | $647.2K | 0.00% | 2025-12-31 |
| 355 | IFG Advisory, LLC | 23,770 | $646.8K | 0.00% | 2025-12-31 |
| 356 | Lafayette Investments, Inc. | 23,747 | $646.2K | 0.00% | 2025-12-31 |
| 357 | Brown Financial Advisory | 23,647 | $643.4K | 0.00% | 2025-12-31 |
| 358 | Stratos Wealth Partners, LTD. | 23,528 | $640.2K | 0.00% | 2025-12-31 |
| 359 | CFS Investment Advisory Services, LLC | 23,399 | $636.7K | 0.00% | 2025-12-31 |
| 360 | Baird Financial Group, Inc. | 23,399 | $636.7K | 0.00% | 2025-12-31 |
| 361 | Clark Asset Management, LLC | 23,388 | $636.4K | 0.00% | 2025-12-31 |
| 362 | CHILTON CAPITAL MANAGEMENT LLC | 23,326 | $634.7K | 0.00% | 2025-12-31 |
| 363 | TWO SIGMA SECURITIES, LLC | 22,613 | $615.3K | 0.00% | 2025-12-31 |
| 364 | JMG Financial Group, Ltd. | 22,493 | $612.0K | 0.00% | 2025-12-31 |
| 365 | Donor Advised Charitable Giving, Inc. | 22,370 | $608.7K | 0.00% | 2025-12-31 |
| 366 | NATIONAL BANK OF CANADA /FI/ | 22,120 | $601.9K | 0.00% | 2025-12-31 |
| 367 | NOESIS CAPITAL MANGEMENT CORP | 22,093 | $601.2K | 0.00% | 2025-12-31 |
| 368 | Brookstone Capital Management | 21,763 | $592.2K | 0.00% | 2025-12-31 |
| 369 | Litman Gregory Wealth Management LLC | 21,404 | $582.4K | 0.00% | 2025-12-31 |
| 370 | Vermillion Wealth Management, Inc. | 21,356 | $581.1K | 0.00% | 2025-12-31 |
| 371 | CAPITAL ADVISORS INC/OK | 21,155 | $575.6K | 0.00% | 2025-12-31 |
| 372 | Bleakley Financial Group, LLC | 21,148 | $575.5K | 0.00% | 2025-12-31 |
| 373 | HARBOUR INVESTMENTS, INC. | 21,027 | $572.1K | 0.00% | 2025-12-31 |
| 374 | Envestnet Portfolio Solutions, Inc. | 21,022 | $572.0K | 0.00% | 2025-12-31 |
| 375 | Empower Advisory Group, LLC | 20,959 | $570.3K | 0.00% | 2025-12-31 |
| 376 | CreativeOne Wealth, LLC | 20,806 | $566.1K | 0.00% | 2025-12-31 |
| 377 | Fund Evaluation Group, LLC | 20,721 | $563.8K | 0.00% | 2025-12-31 |
| 378 | Parallel Advisors, LLC | 20,649 | $561.9K | 0.00% | 2025-12-31 |
| 379 | WealthPLAN Partners, LLC | 20,531 | $558.6K | 0.00% | 2025-12-31 |
| 380 | DAHRING | CUSMANO LLC | 20,431 | $555.9K | 0.00% | 2025-12-31 |
| 381 | Harbor Asset Planning, Inc. | 20,131 | $547.8K | 0.00% | 2025-12-31 |
| 382 | SUMMIT WEALTH GROUP LLC / CO | 20,061 | $545.9K | 0.00% | 2025-12-31 |
| 383 | J. L. Bainbridge & Co., Inc. | 19,777 | $538.1K | 0.00% | 2025-12-31 |
| 384 | Plan A Wealth LLC | 19,623 | $533.9K | 0.00% | 2025-12-31 |
| 385 | Vivaldi Capital Management LP | 19,592 | $533.1K | 0.00% | 2025-12-31 |
| 386 | Welch Group, LLC | 19,536 | $531.6K | 0.00% | 2025-12-31 |
| 387 | Destination Wealth Management | 19,392 | $527.7K | 0.00% | 2025-12-31 |
| 388 | Midwest Trust Co | 19,354 | $526.6K | 0.00% | 2025-12-31 |
| 389 | Dynamic Advisor Solutions LLC | 18,279 | $497.4K | 0.00% | 2025-12-31 |
| 390 | Traub Capital Management LLC | 18,270 | $497.1K | 0.00% | 2025-12-31 |
| 391 | Regal Investment Advisors LLC | 18,116 | $492.9K | 0.00% | 2025-12-31 |
| 392 | TOBIAS FINANCIAL ADVISORS, INC. | 17,910 | $487.3K | 0.00% | 2025-12-31 |
| 393 | Integrity Investment Advisors, LLC | 17,799 | $484.3K | 0.00% | 2025-12-31 |
| 394 | WESTBOURNE INVESTMENTS, INC. | 17,607 | $479.1K | 0.00% | 2025-12-31 |
| 395 | Global Assets Advisory, LLC | 17,590 | $478.6K | 0.00% | 2025-12-31 |
| 396 | MATHER GROUP, LLC. | 17,475 | $475.5K | 0.00% | 2025-12-31 |
| 397 | Argyle Capital Partners, LLC | 17,471 | $475.4K | 0.00% | 2025-12-31 |
| 398 | Ameritas Advisory Services, LLC | 17,452 | $474.9K | 0.00% | 2025-12-31 |
| 399 | Joel Isaacson & Co., LLC | 17,398 | $473.4K | 0.00% | 2025-12-31 |
| 400 | Abound Wealth Management | 17,296 | $470.6K | 0.00% | 2025-12-31 |
| 401 | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 17,283 | $470.3K | 0.00% | 2025-12-31 |
| 402 | KESTRA PRIVATE WEALTH SERVICES, LLC | 17,211 | $468.3K | 0.00% | 2025-12-31 |
| 403 | Blake Schutter Theil Wealth Advisors, LLC | 17,099 | $465.3K | 0.00% | 2025-12-31 |
| 404 | Total Clarity Wealth Management, Inc. | 16,747 | $455.7K | 0.00% | 2025-12-31 |
| 405 | Independent Advisor Alliance | 16,678 | $453.8K | 0.00% | 2025-12-31 |
| 406 | Embree Financial Group | 16,652 | $453.1K | 0.00% | 2025-12-31 |
| 407 | Koshinski Asset Management, Inc. | 16,353 | $445.0K | 0.00% | 2025-12-31 |
| 408 | Smith Salley Wealth Management | 15,911 | $432.9K | 0.00% | 2025-12-31 |
| 409 | Tactive Advisors, LLC | 15,830 | $430.7K | 0.00% | 2025-12-31 |
| 410 | Members Trust Co | 15,753 | $428.6K | 0.00% | 2025-12-31 |
| 411 | WESPAC Advisors, LLC | 15,670 | $426.4K | 0.00% | 2025-12-31 |
| 412 | BIP Wealth, LLC | 15,643 | $425.6K | 0.00% | 2025-12-31 |
| 413 | Darwin Wealth Management, LLC | 15,480 | $421.2K | 0.00% | 2025-12-31 |
| 414 | ASSETMARK, INC | 15,453 | $420.5K | 0.00% | 2025-12-31 |
| 415 | Root Financial Partners, LLC | 15,449 | $420.4K | 0.00% | 2025-12-31 |
| 416 | REGIONS FINANCIAL CORP | 15,135 | $411.8K | 0.00% | 2025-12-31 |
| 417 | CHANNEL WEALTH LLC | 15,059 | $409.7K | 0.00% | 2025-12-31 |
| 418 | PATTEN & PATTEN INC/TN | 15,017 | $408.6K | 0.00% | 2025-12-31 |
| 419 | Prime Capital Investment Advisors, LLC | 14,804 | $402.8K | 0.00% | 2025-12-31 |
| 420 | Burk Holdings LLC | 14,745 | $401.2K | 0.00% | 2025-12-31 |
| 421 | GRIMES & COMPANY, INC. | 14,742 | $401.1K | 0.00% | 2025-12-31 |
| 422 | Financial Engines Advisors L.L.C. | 14,722 | $400.6K | 0.00% | 2025-12-31 |
| 423 | FRANKLIN RESOURCES INC | 14,595 | $397.1K | 0.00% | 2025-12-31 |
| 424 | CRA Financial Services, LLC | 14,567 | $396.4K | 0.00% | 2025-12-31 |
| 425 | MISSION WEALTH MANAGEMENT, LP | 14,537 | $395.5K | 0.00% | 2025-12-31 |
| 426 | Burford Brothers, Inc. | 14,518 | $395.0K | 0.00% | 2025-12-31 |
| 427 | Maridea Wealth Management LLC | 14,514 | $394.9K | 0.00% | 2025-12-31 |
| 428 | WealthCollab, LLC | 14,353 | $390.5K | 0.00% | 2025-12-31 |
| 429 | MORRIS FINANCIAL CONCEPTS, INC. | 14,246 | $387.6K | 0.00% | 2025-12-31 |
| 430 | Vident Advisory, LLC | 14,243 | $387.6K | 0.00% | 2025-12-31 |
| 431 | Empirical Asset Management, LLC | 14,209 | $386.6K | 0.00% | 2025-12-31 |
| 432 | Red Door Wealth Management, LLC | 14,189 | $386.1K | 0.00% | 2025-12-31 |
| 433 | Sensenig Capital Advisors, Inc | 14,187 | $386.0K | 0.00% | 2025-12-31 |
| 434 | Newman Dignan & Sheerar, Inc. | 14,116 | $384.1K | 0.00% | 2025-12-31 |
| 435 | EVERGREEN CAPITAL MANAGEMENT LLC | 14,013 | $381.3K | 0.00% | 2025-12-31 |
| 436 | Destiny Wealth Partners, LLC | 13,389 | $378.6K | 0.00% | 2025-12-31 |
| 437 | Seven Springs Wealth Group, LLC | 13,790 | $375.2K | 0.00% | 2025-12-31 |
| 438 | Advisors Capital Management, LLC | 13,746 | $374.0K | 0.00% | 2025-12-31 |
| 439 | Walkner Condon Financial Advisors LLC | 13,682 | $372.3K | 0.00% | 2025-12-31 |
| 440 | Summit Financial Wealth Advisors, LLC | 13,572 | $369.3K | 0.00% | 2025-12-31 |
| 441 | Emergent Wealth Advisors, LLC | 5,958 | $369.1K | 0.00% | 2025-12-31 |
| 442 | MARINO, STRAM & ASSOCIATES LLC | 13,545 | $368.5K | 0.00% | 2025-12-31 |
| 443 | WHITTIER TRUST CO | 13,158 | $367.1K | 0.00% | 2025-12-31 |
| 444 | Trilogy Capital Inc. | 13,457 | $366.2K | 0.00% | 2025-12-31 |
| 445 | Glass Jacobson Investment Advisors llc | 13,384 | $364.2K | 0.00% | 2025-12-31 |
| 446 | INVESTED ADVISORS | 13,373 | $363.9K | 0.00% | 2025-12-31 |
| 447 | Nova Wealth Management, Inc. | 13,314 | $362.3K | 0.00% | 2025-12-31 |
| 448 | CGN Advisors LLC | 13,265 | $360.9K | 0.00% | 2025-12-31 |
| 449 | Cresset Asset Management, LLC | 13,255 | $360.7K | 0.00% | 2025-12-31 |
| 450 | Texas Yale Capital Corp. | 13,200 | $359.2K | 0.00% | 2025-12-31 |
| 451 | WEATHERLY ASSET MANAGEMENT L. P. | 13,142 | $357.6K | 0.00% | 2025-12-31 |
| 452 | Fingerlakes Wealth Management, Inc. | 13,142 | $357.6K | 0.00% | 2025-12-31 |
| 453 | Capital Investment Counsel, LLC | 13,076 | $355.8K | 0.00% | 2025-12-31 |
| 454 | Modera Wealth Management, LLC | 13,074 | $355.7K | 0.00% | 2025-12-31 |
| 455 | FIDUCIARY FINANCIAL GROUP, LLC | 13,073 | $355.7K | 0.00% | 2025-12-31 |
| 456 | Sovereign Financial Group, Inc. | 13,010 | $354.0K | 0.00% | 2025-12-31 |
| 457 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 12,991 | $353.5K | 0.00% | 2025-12-31 |
| 458 | Paragon Capital Management Ltd | 12,922 | $351.6K | 0.00% | 2025-12-31 |