CUSIP 808524797
SCHWAB STRATEGIC TR
449 institutions · $18.75B total · 683,451,557 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Rakuten Investment Management, Inc. | 41,592,034 | $1.13B | 6.08% | 2025-12-31 |
| 2 | Cetera Investment Advisers | 34,606,028 | $949.2M | 5.06% | 2025-12-31 |
| 3 | LPL Financial LLC | 32,153,434 | $882.0M | 4.70% | 2025-12-31 |
| 4 | SUMITOMO LIFE INSURANCE CO | 31,050,000 | $851.7M | 4.54% | 2025-12-31 |
| 5 | BANK OF AMERICA CORP /DE/ | 30,615,131 | $839.8M | 4.47% | 2025-12-31 |
| 6 | MORGAN STANLEY | 25,523,998 | $700.1M | 3.73% | 2025-12-31 |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 16,212,689 | $444.7M | 2.37% | 2025-12-31 |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14,050,361 | $385.4M | 2.05% | 2025-12-31 |
| 9 | UBS Group AG | 13,955,249 | $382.8M | 2.04% | 2025-12-31 |
| 10 | Wealthspire Advisors, LLC | 13,535,721 | $371.3M | 1.98% | 2025-12-31 |
| 11 | Wealthfront Advisers LLC | 12,887,457 | $353.5M | 1.88% | 2025-12-31 |
| 12 | Avantax Planning Partners, Inc. | 10,106,223 | $277.2M | 1.47% | 2025-12-31 |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 10,008,633 | $274.5M | 1.46% | 2025-12-31 |
| 14 | RAYMOND JAMES FINANCIAL INC | 9,742,335 | $267.2M | 1.42% | 2025-12-31 |
| 15 | Cassaday & Co Wealth Management LLC | 9,244,248 | $253.6M | 1.35% | 2025-12-31 |
| 16 | AMERIPRISE FINANCIAL INC | 8,496,608 | $233.2M | 1.24% | 2025-12-31 |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7,692,427 | $216.1M | 1.12% | 2025-12-31 |
| 18 | WELLS FARGO & COMPANY/MN | 7,699,992 | $211.2M | 1.12% | 2025-12-31 |
| 19 | CIBC WORLD MARKET INC. | 7,022,759 | $192.6M | 1.02% | 2025-12-31 |
| 20 | Royal Bank of Canada | 6,636,267 | $182.0M | 0.97% | 2025-12-31 |
| 21 | MML INVESTORS SERVICES, LLC | 6,298,234 | $172.8M | 0.92% | 2025-12-31 |
| 22 | Mariner, LLC | 6,269,134 | $172.0M | 0.91% | 2025-12-31 |
| 23 | OSAIC HOLDINGS, INC. | 6,151,920 | $168.8M | 0.90% | 2025-12-31 |
| 24 | Keystone Financial Planning, Inc. | 6,037,750 | $165.6M | 0.88% | 2025-12-31 |
| 25 | Cerity Partners LLC | 5,427,718 | $148.9M | 0.79% | 2025-12-31 |
| 26 | HighTower Advisors, LLC | 5,411,808 | $148.4M | 0.79% | 2025-12-31 |
| 27 | HHM Wealth Advisors, LLC | 5,013,543 | $137.5M | 0.73% | 2025-12-31 |
| 28 | JPMORGAN CHASE & CO | 4,848,782 | $133.0M | 0.70% | 2025-12-31 |
| 29 | Creative Planning | 4,257,684 | $116.8M | 0.62% | 2025-12-31 |
| 30 | TRUIST FINANCIAL CORP | 3,809,346 | $104.5M | 0.55% | 2025-12-31 |
| 31 | KEYBANK NATIONAL ASSOCIATION/OH | 3,551,856 | $97.4M | 0.51% | 2025-12-31 |
| 32 | Kestra Advisory Services, LLC | 3,396,225 | $93.2M | 0.49% | 2025-12-31 |
| 33 | Berger Financial Group, Inc | 3,152,856 | $86.5M | 0.46% | 2025-12-31 |
| 34 | JONES FINANCIAL COMPANIES LLLP | 3,122,315 | $85.6M | 0.45% | 2025-12-31 |
| 35 | Allworth Financial LP | 2,737,782 | $75.1M | 0.40% | 2025-12-31 |
| 36 | Valmark Advisers, Inc. | 2,627,467 | $72.1M | 0.38% | 2025-12-31 |
| 37 | Cresset Asset Management, LLC | 2,622,610 | $71.9M | 0.38% | 2025-12-31 |
| 38 | FIFTH THIRD BANCORP | 2,550,170 | $70.0M | 0.37% | 2025-12-31 |
| 39 | Bouchey Financial Group Ltd | 2,536,062 | $69.6M | 0.37% | 2025-12-31 |
| 40 | Asset Advisors Investment Management, LLC | 2,534,491 | $69.5M | 0.37% | 2025-12-31 |
| 41 | Charles Schwab Trust Bank | 2,498,231 | $68.5M | 0.36% | 2025-12-31 |
| 42 | Golden Reserve Retirement LLC | 2,399,550 | $65.8M | 0.35% | 2025-12-31 |
| 43 | MAI Capital Management | 2,246,369 | $61.6M | 0.32% | 2025-12-31 |
| 44 | D.A. DAVIDSON & CO. | 2,232,059 | $61.2M | 0.32% | 2025-12-31 |
| 45 | LVW Advisors, LLC | 2,228,967 | $61.1M | 0.32% | 2025-12-31 |
| 46 | Focus Financial Network, Inc. | 2,183,630 | $59.9M | 0.31% | 2025-12-31 |
| 47 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,126,800 | $58.3M | 0.31% | 2025-12-31 |
| 48 | Baird Financial Group, Inc. | 2,109,997 | $57.9M | 0.30% | 2025-12-31 |
| 49 | Summit Asset Management, LLC | 2,036,541 | $55.9M | 0.29% | 2025-12-31 |
| 50 | CVA Family Office, LLC | 1,995,005 | $54.7M | 0.29% | 2025-12-31 |
| 51 | Summit Financial Wealth Advisors, LLC | 1,981,994 | $54.4M | 0.28% | 2025-12-31 |
| 52 | HOWARD FINANCIAL SERVICES, LTD. | 1,955,537 | $53.6M | 0.28% | 2025-12-31 |
| 53 | STIFEL FINANCIAL CORP | 1,888,684 | $51.8M | 0.27% | 2025-12-31 |
| 54 | Gerber Kawasaki Wealth & Investment Management | 1,888,374 | $51.8M | 0.27% | 2025-12-31 |
| 55 | Spinnaker Investment Group, LLC | 1,865,265 | $51.2M | 0.27% | 2025-12-31 |
| 56 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,855,788 | $50.9M | 0.27% | 2025-12-31 |
| 57 | Cullen/Frost Bankers, Inc. | 1,847,216 | $50.7M | 0.27% | 2025-12-31 |
| 58 | MERCER GLOBAL ADVISORS INC /ADV | 1,789,062 | $50.3M | 0.26% | 2025-12-31 |
| 59 | Allied Investment Advisors, LLC | 1,783,865 | $48.9M | 0.26% | 2025-12-31 |
| 60 | Whelan Financial | 1,779,778 | $48.8M | 0.26% | 2025-12-31 |
| 61 | Scott Capital Advisors, LLC | 1,764,850 | $48.4M | 0.25% | 2025-12-31 |
| 62 | BOKF, NA | 1,756,113 | $48.2M | 0.25% | 2025-12-31 |
| 63 | Sarver Vrooman Wealth Advisors | 1,747,762 | $47.9M | 0.25% | 2025-12-31 |
| 64 | BURKETT FINANCIAL SERVICES, LLC | 1,725,899 | $47.3M | 0.25% | 2025-12-31 |
| 65 | STEPHENS INC /AR/ | 1,708,508 | $46.9M | 0.24% | 2025-12-31 |
| 66 | VICTORY FINANCIAL GROUP, LLC | 1,699,154 | $46.6M | 0.24% | 2025-12-31 |
| 67 | Main Street Financial Solutions, LLC | 1,689,595 | $46.3M | 0.24% | 2025-12-31 |
| 68 | Waverly Advisors, LLC | 1,674,883 | $45.9M | 0.24% | 2025-12-31 |
| 69 | CGC Financial Services, LLC | 1,624,923 | $44.6M | 0.23% | 2025-12-31 |
| 70 | CAPTRUST FINANCIAL ADVISORS | 1,616,859 | $44.4M | 0.23% | 2025-12-31 |
| 71 | Northwest Quadrant Wealth Management, LLC | 1,614,185 | $44.3M | 0.23% | 2025-12-31 |
| 72 | HARBOUR INVESTMENTS, INC. | 1,613,032 | $44.2M | 0.23% | 2025-12-31 |
| 73 | Keudell/Morrison Wealth Management | 1,595,818 | $43.8M | 0.23% | 2025-12-31 |
| 74 | SECURIAN ASSET MANAGEMENT, INC | 1,581,000 | $43.4M | 0.23% | 2025-12-31 |
| 75 | HB Wealth Management, LLC | 1,579,368 | $43.3M | 0.23% | 2025-12-31 |
| 76 | D. E. Shaw & Co., Inc. | 1,579,109 | $43.3M | 0.23% | 2025-12-31 |
| 77 | Focus Partners Wealth | 1,568,181 | $43.0M | 0.22% | 2025-12-31 |
| 78 | Steward Partners Investment Advisory, LLC | 1,561,148 | $42.8M | 0.22% | 2025-12-31 |
| 79 | Merit Financial Group, LLC | 1,555,724 | $42.7M | 0.22% | 2025-12-31 |
| 80 | Leelyn Smith, LLC | 1,543,239 | $42.3M | 0.22% | 2025-12-31 |
| 81 | Beacon Pointe Advisors, LLC | 1,538,900 | $42.2M | 0.22% | 2025-12-31 |
| 82 | Private Advisor Group, LLC | 1,533,988 | $42.1M | 0.22% | 2025-12-31 |
| 83 | Evergreen Advisors, LLC | 1,517,678 | $41.6M | 0.22% | 2025-12-31 |
| 84 | PINNACLE ASSOCIATES LTD | 1,455,061 | $39.9M | 0.21% | 2025-12-31 |
| 85 | Cedar Wealth Management, LLC | 1,445,198 | $39.6M | 0.21% | 2025-12-31 |
| 86 | Noble Family Wealth, LLC | 1,427,691 | $39.2M | 0.20% | 2025-12-31 |
| 87 | American Financial Advisors, LLC | 1,412,038 | $38.7M | 0.20% | 2025-12-31 |
| 88 | CHOREO, LLC | 1,379,427 | $38.1M | 0.20% | 2025-12-31 |
| 89 | Aptus Capital Advisors, LLC | 1,354,734 | $37.2M | 0.19% | 2025-12-31 |
| 90 | PLANNING DIRECTIONS INC | 1,344,660 | $36.9M | 0.19% | 2025-12-31 |
| 91 | Focus Partners Advisor Solutions, LLC | 1,307,883 | $35.9M | 0.19% | 2025-12-31 |
| 92 | Curran Financial Partners, LLC | 1,297,379 | $35.6M | 0.18% | 2025-12-31 |
| 93 | ForthRight Wealth Management, LLC | 1,262,314 | $34.6M | 0.18% | 2025-12-31 |
| 94 | Lido Advisors, LLC | 1,200,142 | $32.8M | 0.17% | 2025-12-31 |
| 95 | CRA Financial Services, LLC | 1,175,074 | $32.2M | 0.17% | 2025-12-31 |
| 96 | First Command Advisory Services, Inc. | 1,158,286 | $31.8M | 0.16% | 2025-12-31 |
| 97 | NFP Retirement, Inc. | 1,149,654 | $31.4M | 0.16% | 2025-12-31 |
| 98 | Equitable Holdings, Inc. | 1,139,550 | $31.3M | 0.16% | 2025-12-31 |
| 99 | AXXCESS WEALTH MANAGEMENT, LLC | 1,137,362 | $31.2M | 0.16% | 2025-12-31 |
| 100 | Steele Capital Management, Inc. | 1,124,984 | $30.9M | 0.16% | 2025-12-31 |
| 101 | Coastal Bridge Advisors, LLC | 1,113,617 | $30.5M | 0.16% | 2025-12-31 |
| 102 | BLAIR WILLIAM & CO/IL | 1,093,230 | $30.0M | 0.15% | 2025-12-31 |
| 103 | eCIO, Inc. | 1,088,202 | $29.8M | 0.15% | 2025-12-31 |
| 104 | ARGENT CAPITAL MANAGEMENT LLC | 1,086,931 | $29.8M | 0.15% | 2025-12-31 |
| 105 | Intergy Private Wealth, LLC | 1,082,362 | $29.7M | 0.15% | 2025-12-31 |
| 106 | Aspire Capital Advisors LLC | 1,063,961 | $29.2M | 0.15% | 2025-12-31 |
| 107 | Souders Financial Advisors | 1,061,955 | $29.1M | 0.15% | 2025-12-31 |
| 108 | NewEdge Advisors, LLC | 1,052,607 | $28.9M | 0.15% | 2025-12-31 |
| 109 | Stratos Wealth Partners, LTD. | 1,043,579 | $28.6M | 0.15% | 2025-12-31 |
| 110 | Walker Financial Services, Inc. | 1,037,577 | $28.5M | 0.15% | 2025-12-31 |
| 111 | Farther Finance Advisors, LLC | 1,036,896 | $28.4M | 0.15% | 2025-12-31 |
| 112 | ALBION FINANCIAL GROUP /UT | 1,008,987 | $27.7M | 0.14% | 2025-12-31 |
| 113 | Ausdal Financial Partners, Inc. | 1,005,935 | $27.6M | 0.14% | 2025-12-31 |
| 114 | Whitaker-Myers Wealth Managers, LTD. | 975,957 | $26.8M | 0.14% | 2025-12-31 |
| 115 | Regal Investment Advisors LLC | 966,159 | $26.5M | 0.14% | 2025-12-31 |
| 116 | GREAT VALLEY ADVISOR GROUP, INC. | 957,238 | $26.3M | 0.14% | 2025-12-31 |
| 117 | Newman Dignan & Sheerar, Inc. | 955,038 | $26.2M | 0.13% | 2025-12-31 |
| 118 | CITADEL ADVISORS LLC | 951,900 | $26.1M | 0.13% | 2025-12-31 |
| 119 | CENTRAL TRUST Co | 921,087 | $25.3M | 0.13% | 2025-12-31 |
| 120 | Pathstone Holdings, LLC | 902,359 | $24.8M | 0.13% | 2025-12-31 |
| 121 | SRH ADVISORS, LLC | 882,564 | $24.2M | 0.12% | 2025-12-31 |
| 122 | Capital Advantage, Inc. | 876,084 | $24.0M | 0.12% | 2025-12-31 |
| 123 | WEALTH MANAGEMENT RESOURCES, INC. | 872,914 | $23.9M | 0.12% | 2025-12-31 |
| 124 | Apriem Advisors | 868,131 | $23.8M | 0.12% | 2025-12-31 |
| 125 | AdvisorNet Financial, Inc | 861,205 | $23.6M | 0.12% | 2025-12-31 |
| 126 | Nadler Financial Group, Inc. | 860,902 | $23.6M | 0.12% | 2025-12-31 |
| 127 | Manning & Napier Advisors LLC | 846,278 | $23.4M | 0.12% | 2025-12-31 |
| 128 | Wealthcare Advisory Partners LLC | 850,937 | $23.3M | 0.12% | 2025-12-31 |
| 129 | Mirae Asset Global Investments Co., Ltd. | 846,959 | $23.2M | 0.12% | 2025-12-31 |
| 130 | MONETA GROUP INVESTMENT ADVISORS LLC | 838,743 | $23.0M | 0.12% | 2025-12-31 |
| 131 | Sanctuary Advisors, LLC | 803,655 | $22.5M | 0.11% | 2025-12-31 |
| 132 | Joule Financial, LLC | 819,168 | $22.5M | 0.11% | 2025-12-31 |
| 133 | Sigma Planning Corp | 833,241 | $22.4M | 0.12% | 2025-12-31 |
| 134 | LongView Wealth Management | 785,876 | $22.4M | 0.11% | 2025-12-31 |
| 135 | McCarthy Asset Management, Inc. | 816,140 | $22.4M | 0.11% | 2025-12-31 |
| 136 | Corient Private Wealth LLC | 804,638 | $22.1M | 0.11% | 2025-12-31 |
| 137 | Leo Wealth, LLC | 802,763 | $22.0M | 0.11% | 2025-12-31 |
| 138 | Integrated Advisors Network LLC | 801,521 | $22.0M | 0.11% | 2025-12-31 |
| 139 | FINANCIAL CONSULATE, INC | 794,902 | $21.8M | 0.11% | 2025-12-31 |
| 140 | MJT & Associates Financial Advisory Group, Inc. | 791,506 | $21.7M | 0.11% | 2025-12-31 |
| 141 | WIT, LLC | 786,995 | $21.6M | 0.11% | 2025-12-31 |
| 142 | Ameritas Advisory Services, LLC | 785,237 | $21.5M | 0.11% | 2025-12-31 |
| 143 | IFP Advisors, Inc | 781,983 | $21.4M | 0.11% | 2025-12-31 |
| 144 | SMITHBRIDGE ASSET MANAGEMENT INC/DE | 780,928 | $21.4M | 0.11% | 2025-12-31 |
| 145 | Tradition Wealth Management, LLC | 778,729 | $21.4M | 0.11% | 2025-12-31 |
| 146 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 776,322 | $21.3M | 0.11% | 2025-12-31 |
| 147 | Ledyard National Bank | 759,812 | $20.8M | 0.11% | 2025-12-31 |
| 148 | EXENCIAL WEALTH ADVISORS, LLC | 756,860 | $20.8M | 0.11% | 2025-12-31 |
| 149 | PFG Advisors | 746,643 | $20.5M | 0.10% | 2025-12-31 |
| 150 | Advisors Preferred, LLC | 736,630 | $20.4M | 0.10% | 2025-12-31 |
| 151 | TD PRIVATE CLIENT WEALTH LLC | 743,973 | $20.4M | 0.10% | 2025-12-31 |
| 152 | REGIMEN WEALTH, LLC | 726,612 | $19.9M | 0.10% | 2025-12-31 |
| 153 | Brady Martz Wealth Solutions, LLC | 722,971 | $19.8M | 0.10% | 2025-12-31 |
| 154 | Prosperity Consulting Group, LLC | 710,873 | $19.5M | 0.10% | 2025-12-31 |
| 155 | Venture Visionary Partners LLC | 692,188 | $19.5M | 0.10% | 2025-12-31 |
| 156 | WALLER FINANCIAL PLANNING GROUP, INC | 707,671 | $19.4M | 0.10% | 2025-12-31 |
| 157 | Richardson Capital Management LLC | 706,448 | $19.4M | 0.10% | 2025-12-31 |
| 158 | Legacy Edge Advisors, LLC | 701,321 | $19.2M | 0.10% | 2025-12-31 |
| 159 | DAGCO, INC. | 697,212 | $19.1M | 0.10% | 2025-12-31 |
| 160 | SUMMIT WEALTH GROUP LLC / CO | 695,654 | $19.1M | 0.10% | 2025-12-31 |
| 161 | Southland Equity Partners LLC | 692,254 | $19.0M | 0.10% | 2025-12-31 |
| 162 | OneDigital Investment Advisors LLC | 688,038 | $18.9M | 0.10% | 2025-12-31 |
| 163 | Paradigm, Strategies in Wealth Management, LLC | 685,166 | $18.8M | 0.10% | 2025-12-31 |
| 164 | Asset One Wealth Management LLC | 626,380 | $18.8M | 0.09% | 2025-12-31 |
| 165 | Midwest Trust Co | 684,271 | $18.8M | 0.10% | 2025-12-31 |
| 166 | MGO ONE SEVEN LLC | 682,965 | $18.7M | 0.09% | 2025-12-31 |
| 167 | Bank of New York Mellon Corp | 678,730 | $18.6M | 0.09% | 2025-12-31 |
| 168 | Graves Light Lenhart Wealth, Inc. | 672,914 | $18.5M | 0.09% | 2025-12-31 |
| 169 | Asset Allocation Strategies LLC | 671,752 | $18.4M | 0.09% | 2025-12-31 |
| 170 | Global Wealth Management, LLC | 667,332 | $18.3M | 0.09% | 2025-12-31 |
| 171 | Weitzel Financial Services, Inc. | 657,547 | $18.2M | 0.09% | 2025-12-31 |
| 172 | RFG Advisory, LLC | 663,632 | $18.2M | 0.09% | 2025-12-31 |
| 173 | Curi Capital, LLC | 662,651 | $18.2M | 0.09% | 2025-12-31 |
| 174 | Advisory Services Network, LLC | 661,166 | $18.1M | 0.09% | 2025-12-31 |
| 175 | CITIGROUP INC | 660,621 | $18.1M | 0.09% | 2025-12-31 |
| 176 | Skyline Advisors, Inc. | 655,927 | $18.0M | 0.09% | 2025-12-31 |
| 177 | Jaffetilchin Investment Partners, LLC | 652,905 | $17.9M | 0.09% | 2025-12-31 |
| 178 | Principle Wealth Partners LLC | 648,597 | $17.8M | 0.09% | 2025-12-31 |
| 179 | Stonehearth Capital Management, LLC | 646,819 | $17.7M | 0.09% | 2025-12-31 |
| 180 | MORTON COMMUNITY BANK | 590,801 | $17.6M | 0.08% | 2025-12-31 |
| 181 | Powers Advisory Group, LLC | 640,562 | $17.6M | 0.09% | 2025-12-31 |
| 182 | EQUITABLE TRUST CO | 638,556 | $17.5M | 0.09% | 2025-12-31 |
| 183 | DAVENPORT & Co LLC | 627,914 | $17.2M | 0.09% | 2025-12-31 |
| 184 | Advisory Alpha, LLC | 623,081 | $17.1M | 0.09% | 2025-12-31 |
| 185 | SIMS INVESTMENT MANAGEMENT, LLC | 624,793 | $17.1M | 0.09% | 2025-12-31 |
| 186 | OPPENHEIMER & CO INC | 611,786 | $16.8M | 0.08% | 2025-12-31 |
| 187 | Brookstone Capital Management | 611,138 | $16.8M | 0.08% | 2025-12-31 |
| 188 | HENGEHOLD CAPITAL MANAGEMENT LLC | 603,549 | $16.6M | 0.08% | 2025-12-31 |
| 189 | Pinnacle Wealth Management Advisory Group, LLC | 600,635 | $16.5M | 0.08% | 2025-12-31 |
| 190 | Clark Wealth Partners | 608,888 | $16.1M | 0.08% | 2025-12-31 |
| 191 | Integrated Investment Consultants, LLC | 587,348 | $16.1M | 0.08% | 2025-12-31 |
| 192 | Prepared Retirement Institute LLC | 584,075 | $16.0M | 0.08% | 2025-12-31 |
| 193 | FMR LLC | 579,515 | $15.9M | 0.08% | 2025-12-31 |
| 194 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | 576,328 | $15.8M | 0.08% | 2025-12-31 |
| 195 | Silver Coast Investments LLC | 571,160 | $15.7M | 0.08% | 2025-12-31 |
| 196 | PACES FERRY WEALTH ADVISORS, LLC | 570,602 | $15.7M | 0.08% | 2025-12-31 |
| 197 | Global Retirement Partners, LLC | 561,938 | $15.4M | 0.08% | 2025-12-31 |
| 198 | Sound View Wealth Advisors Group, LLC | 549,366 | $15.1M | 0.08% | 2025-12-31 |
| 199 | Opulen Financial Group LLC | 544,113 | $14.9M | 0.07% | 2025-12-31 |
| 200 | Montis Financial, LLC | 530,958 | $14.6M | 0.07% | 2025-12-31 |
| 201 | Hidden Cove Wealth Management, LLC | 530,591 | $14.6M | 0.07% | 2025-12-31 |
| 202 | SCOTIA CAPITAL INC. | 524,769 | $14.4M | 0.07% | 2025-12-31 |
| 203 | GOLDMAN SACHS GROUP INC | 524,588 | $14.4M | 0.07% | 2025-12-31 |
| 204 | Mayflower Financial Advisors, LLC | 523,314 | $14.4M | 0.07% | 2025-12-31 |
| 205 | Financial Guidance Group, Inc. | 522,436 | $14.3M | 0.07% | 2025-12-31 |
| 206 | Capital Asset Advisory Services LLC | 505,898 | $14.2M | 0.07% | 2025-12-31 |
| 207 | Twin Tree Management, LP | 512,300 | $14.1M | 0.07% | 2025-12-31 |
| 208 | Whitegate Investment Counselors, Inc. | 503,228 | $13.8M | 0.07% | 2025-12-31 |
| 209 | Summit Financial, LLC | 499,464 | $13.7M | 0.07% | 2025-12-31 |
| 210 | Pacific Capital Wealth Advisors, Inc. | 498,098 | $13.7M | 0.07% | 2025-12-31 |
| 211 | Christensen, King & Associates Investment Services, Inc. | 498,082 | $13.7M | 0.07% | 2025-12-31 |
| 212 | Mutual Advisors, LLC | 494,351 | $13.6M | 0.07% | 2025-12-31 |
| 213 | JANE STREET GROUP, LLC | 492,200 | $13.5M | 0.07% | 2025-12-31 |
| 214 | Curbstone Financial Management Corp | 490,186 | $13.4M | 0.07% | 2025-12-31 |
| 215 | Rockefeller Capital Management L.P. | 488,994 | $13.4M | 0.07% | 2025-12-31 |
| 216 | RETIREMENT FINANCIAL SOLUTIONS, LLC | 487,419 | $13.4M | 0.07% | 2025-12-31 |
| 217 | Koshinski Asset Management, Inc. | 484,663 | $13.3M | 0.07% | 2025-12-31 |
| 218 | Strategic Family Wealth Counselors, L.L.C. | 460,502 | $13.2M | 0.06% | 2025-12-31 |
| 219 | Courage Miller Partners, LLC | 478,290 | $13.1M | 0.06% | 2025-12-31 |
| 220 | &PARTNERS | 477,819 | $13.1M | 0.06% | 2025-12-31 |
| 221 | AQR CAPITAL MANAGEMENT LLC | 477,794 | $13.1M | 0.06% | 2025-12-31 |
| 222 | GSG Advisors LLC | 476,989 | $13.1M | 0.06% | 2025-12-31 |
| 223 | truNorth Financial Services, Inc. | 471,940 | $12.9M | 0.06% | 2025-12-31 |
| 224 | Carnegie Investment Counsel | 470,751 | $12.9M | 0.06% | 2025-12-31 |
| 225 | BCS Wealth Management | 462,787 | $12.7M | 0.06% | 2025-12-31 |
| 226 | SARD WEALTH MANAGEMENT GROUP, LLC | 456,668 | $12.5M | 0.06% | 2025-12-31 |
| 227 | TRUE Private Wealth Advisors | 456,327 | $12.5M | 0.06% | 2025-12-31 |
| 228 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 453,950 | $12.5M | 0.06% | 2025-12-31 |
| 229 | ADAMSBROWN WEALTH CONSULTANTS LLC | 452,880 | $12.4M | 0.06% | 2025-12-31 |
| 230 | Coastwise Capital Group, LLC | 451,277 | $12.4M | 0.06% | 2025-12-31 |
| 231 | Sunburst Financial Group, LLC | 451,228 | $12.4M | 0.06% | 2025-12-31 |
| 232 | Point72 Asset Management, L.P. | 450,300 | $12.4M | 0.06% | 2025-12-31 |
| 233 | Schaeffer Financial LLC | 447,825 | $12.3M | 0.06% | 2025-12-31 |
| 234 | Lighthouse Wealth Management Inc. | 447,543 | $12.3M | 0.06% | 2025-12-31 |
| 235 | INTEGRITY ALLIANCE, LLC. | 445,522 | $12.2M | 0.06% | 2025-12-31 |
| 236 | Kingsview Wealth Management, LLC | 441,969 | $12.1M | 0.06% | 2025-12-31 |
| 237 | Dakota Wealth Management | 441,353 | $12.1M | 0.06% | 2025-12-31 |
| 238 | Parallel Advisors, LLC | 439,958 | $12.1M | 0.06% | 2025-12-31 |
| 239 | Fidelis Wealth Advisors LLC | 438,784 | $12.0M | 0.06% | 2025-12-31 |
| 240 | Legacy Financial Strategies, LLC | 436,844 | $12.0M | 0.06% | 2025-12-31 |
| 241 | Monetary Solutions, Ltd | 435,975 | $12.0M | 0.06% | 2025-12-31 |
| 242 | Next Level Wealth Planning, LLC | 430,902 | $11.8M | 0.06% | 2025-12-31 |
| 243 | SURIENCE PRIVATE WEALTH LLC | 428,701 | $11.8M | 0.06% | 2025-12-31 |
| 244 | XML Financial, LLC | 423,055 | $11.6M | 0.06% | 2025-12-31 |
| 245 | BENJAMIN EDWARDS INC | 421,413 | $11.6M | 0.06% | 2025-12-31 |
| 246 | EP Wealth Advisors, LLC | 420,557 | $11.5M | 0.06% | 2025-12-31 |
| 247 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 418,884 | $11.5M | 0.06% | 2025-12-31 |
| 248 | AE Wealth Management LLC | 418,142 | $11.5M | 0.06% | 2025-12-31 |
| 249 | Family Capital Management, Inc. | 418,109 | $11.5M | 0.06% | 2025-12-31 |
| 250 | Orion Porfolio Solutions, LLC | 417,751 | $11.5M | 0.06% | 2025-12-31 |
| 251 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 412,938 | $11.3M | 0.06% | 2025-12-31 |
| 252 | Avior Wealth Management, LLC | 411,981 | $11.3M | 0.06% | 2025-12-31 |
| 253 | Savvy Advisors, Inc. | 410,392 | $11.3M | 0.06% | 2025-12-31 |
| 254 | Bruce G. Allen Investments, LLC | 409,630 | $11.2M | 0.05% | 2025-12-31 |
| 255 | BlueChip Wealth Advisors LLC | 407,222 | $11.2M | 0.05% | 2025-12-31 |
| 256 | Acorn Wealth Advisors, LLC | 405,562 | $11.1M | 0.05% | 2025-12-31 |
| 257 | Canvas Wealth Advisors, LLC | 405,333 | $11.1M | 0.05% | 2025-12-31 |
| 258 | Atria Investments, Inc | 402,093 | $11.0M | 0.05% | 2025-12-31 |
| 259 | MILLENNIUM MANAGEMENT LLC | 400,000 | $11.0M | 0.05% | 2025-12-31 |
| 260 | Charles Schwab Trust Co | 393,610 | $10.8M | 0.05% | 2025-12-31 |
| 261 | ASSETMARK, INC | 391,544 | $10.7M | 0.05% | 2025-12-31 |
| 262 | Sequoia Financial Advisors, LLC | 389,715 | $10.7M | 0.05% | 2025-12-31 |
| 263 | Midwest Financial Group LLC | 389,507 | $10.7M | 0.05% | 2025-12-31 |
| 264 | Prosperitas Financial LLC | 388,103 | $10.6M | 0.05% | 2025-12-31 |
| 265 | ISLAY CAPITAL MANAGEMENT, LLC | 387,107 | $10.6M | 0.05% | 2025-12-31 |
| 266 | JUNCTURE WEALTH STRATEGIES, LLC | 386,974 | $10.6M | 0.05% | 2025-12-31 |
| 267 | World Investment Advisors | 429,988 | $10.6M | 0.06% | 2025-12-31 |
| 268 | Keystone Financial Group, Inc. | 385,136 | $10.6M | 0.05% | 2025-12-31 |
| 269 | CAPITAL FUND MANAGEMENT S.A. | 384,200 | $10.5M | 0.05% | 2025-12-31 |
| 270 | Yukon Wealth Management, Inc. | 339,666 | $10.5M | 0.04% | 2025-12-31 |
| 271 | Baker Ellis Asset Management LLC | 383,354 | $10.5M | 0.05% | 2025-12-31 |
| 272 | Clay Northam Wealth Management, LLC | 382,942 | $10.5M | 0.05% | 2025-12-31 |
| 273 | INTEGRAL INVESTMENT ADVISORS, INC. | 382,443 | $10.5M | 0.05% | 2025-12-31 |
| 274 | Lakeshore Financial Planning, Inc. | 381,981 | $10.5M | 0.05% | 2025-12-31 |
| 275 | Winthrop Advisory Group LLC | 380,637 | $10.4M | 0.05% | 2025-12-31 |
| 276 | American Alpha Advisors, LLC | 380,629 | $10.4M | 0.05% | 2025-12-31 |
| 277 | Fairway Financial, LLC | 378,572 | $10.4M | 0.05% | 2025-12-31 |
| 278 | DHJJ Financial Advisors, Ltd. | 375,973 | $10.3M | 0.05% | 2025-12-31 |
| 279 | VERUS CAPITAL PARTNERS, LLC | 375,537 | $10.3M | 0.05% | 2025-12-31 |
| 280 | Red Mountain Financial, LLC | 375,335 | $10.3M | 0.05% | 2025-12-31 |
| 281 | Foster Victor Wealth Advisors, LLC | 356,179 | $10.3M | 0.05% | 2025-12-31 |
| 282 | Modern Wealth Management, LLC | 374,530 | $10.3M | 0.05% | 2025-12-31 |
| 283 | Envestnet Portfolio Solutions, Inc. | 367,991 | $10.1M | 0.05% | 2025-12-31 |
| 284 | COZAD ASSET MANAGEMENT INC | 367,440 | $10.1M | 0.05% | 2025-12-31 |
| 285 | Madison Asset Management, LLC | 365,292 | $10.0M | 0.05% | 2025-12-31 |
| 286 | KESTRA PRIVATE WEALTH SERVICES, LLC | 363,040 | $10.0M | 0.05% | 2025-12-31 |
| 287 | Redhawk Wealth Advisors, Inc. | 362,691 | $9.9M | 0.05% | 2025-12-31 |
| 288 | Bell Investment Advisors, Inc | 361,691 | $9.9M | 0.05% | 2025-12-31 |
| 289 | Integrated Wealth Concepts LLC | 359,822 | $9.9M | 0.05% | 2025-12-31 |
| 290 | Latko Wealth Management, Ltd. | 358,922 | $9.8M | 0.05% | 2025-12-31 |
| 291 | OAK HARBOR WEALTH PARTNERS, LLC | 353,931 | $9.7M | 0.05% | 2025-12-31 |
| 292 | Mission Hills Financial Advisory, LLC | 352,317 | $9.7M | 0.05% | 2025-12-31 |
| 293 | Platform Technology Partners | 350,652 | $9.6M | 0.05% | 2025-12-31 |
| 294 | Joseph Group Capital Management | 350,536 | $9.6M | 0.05% | 2025-12-31 |
| 295 | Orgel Wealth Management, LLC | 349,405 | $9.6M | 0.05% | 2025-12-31 |
| 296 | Meridian Financial, LLC | 349,101 | $9.6M | 0.05% | 2025-12-31 |
| 297 | CITIZENS FINANCIAL GROUP INC/RI | 348,026 | $9.5M | 0.05% | 2025-12-31 |
| 298 | Dynamic Advisor Solutions LLC | 346,845 | $9.5M | 0.05% | 2025-12-31 |
| 299 | CAHILL FINANCIAL ADVISORS INC | 343,149 | $9.4M | 0.05% | 2025-12-31 |
| 300 | LEAVELL INVESTMENT MANAGEMENT, INC. | 342,376 | $9.4M | 0.05% | 2025-12-31 |
| 301 | Concurrent Investment Advisors, LLC | 341,633 | $9.4M | 0.04% | 2025-12-31 |
| 302 | BNP PARIBAS FINANCIAL MARKETS | 337,500 | $9.3M | 0.04% | 2025-12-31 |
| 303 | FRG Family Wealth Advisors LLC | 334,028 | $9.2M | 0.04% | 2025-12-31 |
| 304 | SILVER OAK SECURITIES, INCORPORATED | 330,394 | $9.1M | 0.04% | 2025-12-31 |
| 305 | Compass Wealth Management, LLC/GA | 328,224 | $9.0M | 0.04% | 2025-12-31 |
| 306 | MONECO Advisors, LLC | 328,170 | $9.0M | 0.04% | 2025-12-31 |
| 307 | HBW ADVISORY SERVICES LLC | 328,036 | $9.0M | 0.04% | 2025-12-31 |
| 308 | Mayfair Advisory Group, LLC | 324,317 | $9.0M | 0.04% | 2025-12-31 |
| 309 | Fiduciary Alliance LLC | 327,173 | $9.0M | 0.04% | 2025-12-31 |
| 310 | Friday Financial | 325,574 | $8.9M | 0.04% | 2025-12-31 |
| 311 | MBA Advisors LLC | 325,460 | $8.9M | 0.04% | 2025-12-31 |
| 312 | Juno Financial Group LLC | 323,802 | $8.9M | 0.04% | 2025-12-31 |
| 313 | Duncan Williams Asset Management, LLC | 285,319 | $8.8M | 0.04% | 2025-12-31 |
| 314 | KINGSWOOD WEALTH ADVISORS, LLC | 322,117 | $8.8M | 0.04% | 2025-12-31 |
| 315 | LIBERTY SQUARE WEALTH PARTNERS LLC | 320,603 | $8.8M | 0.04% | 2025-12-31 |
| 316 | Robbins Farley | 319,061 | $8.8M | 0.04% | 2025-12-31 |
| 317 | YHB Investment Advisors, Inc. | 318,815 | $8.7M | 0.04% | 2025-12-31 |
| 318 | CERTIOR FINANCIAL GROUP, LLC | 316,421 | $8.7M | 0.04% | 2025-12-31 |
| 319 | Johnson & White Wealth Management, LLC | 314,558 | $8.6M | 0.04% | 2025-12-31 |
| 320 | STEVENS CAPITAL PARTNERS | 313,559 | $8.6M | 0.04% | 2025-12-31 |
| 321 | New Insight Wealth Advisors | 312,677 | $8.6M | 0.04% | 2025-12-31 |
| 322 | MSH Capital Advisors LLC | 312,579 | $8.6M | 0.04% | 2025-12-31 |
| 323 | Annex Advisory Services, LLC | 312,387 | $8.6M | 0.04% | 2025-12-31 |
| 324 | PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 309,278 | $8.5M | 0.04% | 2025-12-31 |
| 325 | Diversified Enterprises, LLC | 309,260 | $8.5M | 0.04% | 2025-12-31 |
| 326 | Penney Financial, LLC | 306,674 | $8.4M | 0.04% | 2025-12-31 |
| 327 | IFG Advisory, LLC | 306,423 | $8.4M | 0.04% | 2025-12-31 |
| 328 | MADDEN SECURITIES Corp | 304,920 | $8.4M | 0.04% | 2025-12-31 |
| 329 | PITTENGER & ANDERSON INC | 304,340 | $8.3M | 0.04% | 2025-12-31 |
| 330 | Mesirow Financial Investment Management, Inc. | 304,087 | $8.3M | 0.04% | 2025-12-31 |
| 331 | DMKC Advisory Services, LLC | 302,599 | $8.3M | 0.04% | 2025-12-31 |
| 332 | Coquina Private Wealth LLC | 302,276 | $8.3M | 0.04% | 2025-12-31 |
| 333 | Karras Company, Inc. | 301,607 | $8.3M | 0.04% | 2025-12-31 |
| 334 | Avant Capital LLC | 300,914 | $8.3M | 0.04% | 2025-12-31 |
| 335 | MCF Advisors LLC | 300,254 | $8.2M | 0.04% | 2025-12-31 |
| 336 | Appalachian Capital Management Ltd | 299,378 | $8.2M | 0.04% | 2025-12-31 |
| 337 | FourThought Financial Partners, LLC | 298,361 | $8.2M | 0.04% | 2025-12-31 |
| 338 | Sumitomo Mitsui Trust Group, Inc. | 298,000 | $8.2M | 0.04% | 2025-12-31 |
| 339 | Kure Advisory, LLC | 297,636 | $8.2M | 0.04% | 2025-12-31 |
| 340 | Livet Wealth, LLC | 294,428 | $8.1M | 0.04% | 2025-12-31 |
| 341 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 291,786 | $8.0M | 0.04% | 2025-12-31 |
| 342 | Marble Wealth, LLC | 292,173 | $8.0M | 0.04% | 2025-12-31 |
| 343 | Navalign, LLC | 290,702 | $8.0M | 0.04% | 2025-12-31 |
| 344 | Belpointe Asset Management LLC | 290,552 | $8.0M | 0.04% | 2025-12-31 |
| 345 | Womack Financial LLC | 283,644 | $7.9M | 0.04% | 2025-12-31 |
| 346 | SPRENG CAPITAL MANAGEMENT, INC. | 316,430 | $7.9M | 0.04% | 2025-12-31 |
| 347 | Blue Barn Wealth, LLC | 288,349 | $7.9M | 0.04% | 2025-12-31 |
| 348 | Hudock, Inc. | 288,219 | $7.9M | 0.04% | 2025-12-31 |
| 349 | Curtis Advisory Group, LLC | 288,013 | $7.9M | 0.04% | 2025-12-31 |
| 350 | Sage Financial Management Group, Inc. | 285,427 | $7.8M | 0.04% | 2025-12-31 |
| 351 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 285,269 | $7.8M | 0.04% | 2025-12-31 |
| 352 | Guardian Financial Partners, LLC | 283,878 | $7.8M | 0.04% | 2025-12-31 |
| 353 | Northeast Financial Group, Inc. | 283,676 | $7.8M | 0.04% | 2025-12-31 |
| 354 | TITLEIST ASSET MANAGEMENT, LLC | 283,259 | $7.8M | 0.04% | 2025-12-31 |
| 355 | Drucker Wealth 3.0, LLC | 281,573 | $7.7M | 0.04% | 2025-12-31 |
| 356 | Compound Planning, Inc. | 280,784 | $7.7M | 0.04% | 2025-12-31 |
| 357 | HBK Sorce Advisory LLC | 244,681 | $7.7M | 0.03% | 2025-12-31 |
| 358 | SevenBridge Financial Group, LLC | 262,910 | $7.7M | 0.03% | 2025-12-31 |
| 359 | COLUMBIA ADVISORY PARTNERS LLC | 277,356 | $7.6M | 0.04% | 2025-12-31 |
| 360 | Davis Capital Management | 276,544 | $7.6M | 0.04% | 2025-12-31 |
| 361 | Stratos Wealth Advisors, LLC | 276,133 | $7.6M | 0.04% | 2025-12-31 |
| 362 | Benchmark Financial Wealth Advisors, LLC | 269,617 | $7.4M | 0.03% | 2025-12-31 |
| 363 | U.S. Capital Wealth Advisors, LLC | 269,420 | $7.4M | 0.03% | 2025-12-31 |
| 364 | Investors Research Corp | 267,435 | $7.3M | 0.03% | 2025-12-31 |
| 365 | Clearstead Advisors, LLC | 266,862 | $7.3M | 0.03% | 2025-12-31 |
| 366 | PINKERTON WEALTH, LLC | 265,780 | $7.3M | 0.03% | 2025-12-31 |
| 367 | LEVEL FOUR ADVISORY SERVICES, LLC | 265,768 | $7.3M | 0.03% | 2025-12-31 |
| 368 | Econ Financial Services Corp | 264,057 | $7.2M | 0.03% | 2025-12-31 |
| 369 | Crescent Sterling, Ltd. | 263,398 | $7.2M | 0.03% | 2025-12-31 |
| 370 | DT Investment Partners, LLC | 263,143 | $7.2M | 0.03% | 2025-12-31 |
| 371 | Phil A. Younker & Associates, Ltd. | 263,047 | $7.2M | 0.03% | 2025-12-31 |
| 372 | CARY STREET PARTNERS FINANCIAL LLC | 263,005 | $7.2M | 0.03% | 2025-12-31 |
| 373 | INVESTMENT ADVISORY SERVICES INC /TX /ADV | 262,479 | $7.2M | 0.03% | 2025-12-31 |
| 374 | Sunbelt Securities, Inc. | 262,405 | $7.2M | 0.03% | 2025-12-31 |
| 375 | Per Stirling Capital Management, LLC. | 260,283 | $7.1M | 0.03% | 2025-12-31 |
| 376 | Old Port Advisors | 259,568 | $7.1M | 0.03% | 2025-12-31 |
| 377 | SCS Capital Management LLC | 259,350 | $7.1M | 0.03% | 2025-12-31 |
| 378 | Arrowroot Family Office, LLC | 258,447 | $7.1M | 0.03% | 2025-12-31 |
| 379 | Tudor Financial Inc. | 258,144 | $7.1M | 0.03% | 2025-12-31 |
| 380 | Centric Wealth Management | 235,797 | $7.1M | 0.03% | 2025-12-31 |
| 381 | New England Private Wealth Advisors LLC | 257,601 | $7.1M | 0.03% | 2025-12-31 |
| 382 | Smartleaf Asset Management LLC | 253,943 | $7.0M | 0.03% | 2025-12-31 |
| 383 | Goldstone Financial Group, LLC | 255,581 | $7.0M | 0.03% | 2025-12-31 |
| 384 | Trek Financial, LLC | 255,443 | $7.0M | 0.03% | 2025-12-31 |
| 385 | Chicago Partners Investment Group LLC | 239,861 | $7.0M | 0.03% | 2025-12-31 |
| 386 | HRC WEALTH MANAGEMENT, LLC | 253,201 | $6.9M | 0.03% | 2025-12-31 |
| 387 | Burns Matteson Capital Management, LLC | 252,456 | $6.9M | 0.03% | 2025-12-31 |
| 388 | Kellett Wealth Advisors, LLC | 251,806 | $6.9M | 0.03% | 2025-12-31 |
| 389 | Financial Partners Group, Inc | 231,428 | $6.9M | 0.03% | 2025-12-31 |
| 390 | Yelin Lapidot Holdings Management Ltd. | 251,541 | $6.9M | 0.03% | 2025-12-31 |
| 391 | Michels Family Financial, LLC | 250,692 | $6.9M | 0.03% | 2025-12-31 |
| 392 | Plancorp, LLC | 250,456 | $6.9M | 0.03% | 2025-12-31 |
| 393 | IMA Advisory Services, Inc. | 250,392 | $6.9M | 0.03% | 2025-12-31 |
| 394 | DONALDSON CAPITAL MANAGEMENT, LLC | 250,116 | $6.9M | 0.03% | 2025-12-31 |
| 395 | NWAM LLC | 236,665 | $6.8M | 0.03% | 2025-12-31 |
| 396 | Intrua Financial, LLC | 248,518 | $6.8M | 0.03% | 2025-12-31 |
| 397 | Continuum Advisory, LLC | 248,206 | $6.8M | 0.03% | 2025-12-31 |
| 398 | TruWealth Advisors, LLC | 245,401 | $6.8M | 0.03% | 2025-12-31 |
| 399 | JNBA Financial Advisors | 246,152 | $6.8M | 0.03% | 2025-12-31 |
| 400 | SHEETS SMITH WEALTH MANAGEMENT | 245,683 | $6.7M | 0.03% | 2025-12-31 |
| 401 | CapWealth Advisors, LLC | 246,254 | $6.7M | 0.03% | 2025-12-31 |
| 402 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 242,594 | $6.7M | 0.03% | 2025-12-31 |
| 403 | Visionary Wealth Advisors | 241,638 | $6.6M | 0.03% | 2025-12-31 |
| 404 | Cornerstone Planning Group LLC | 225,867 | $6.6M | 0.03% | 2025-12-31 |
| 405 | Canal Capital Management, LLC | 241,124 | $6.6M | 0.03% | 2025-12-31 |
| 406 | Fifth Third Wealth Advisors LLC | 237,945 | $6.5M | 0.03% | 2025-12-31 |
| 407 | High Net Worth Advisory Group LLC | 237,862 | $6.5M | 0.03% | 2025-12-31 |
| 408 | Goepper Burkhardt LLC | 236,868 | $6.5M | 0.03% | 2025-12-31 |
| 409 | St. Johns Investment Management Company, LLC | 235,650 | $6.5M | 0.03% | 2025-12-31 |
| 410 | NBT BANK N A /NY | 235,139 | $6.4M | 0.03% | 2025-12-31 |
| 411 | FOUNDERS FINANCIAL SECURITIES LLC | 235,100 | $6.4M | 0.03% | 2025-12-31 |
| 412 | CIBC Private Wealth Group LLC | 234,331 | $6.4M | 0.03% | 2025-12-31 |
| 413 | Asset Advisory Group, Inc. | 233,864 | $6.4M | 0.03% | 2025-12-31 |
| 414 | Family Investment Center, Inc. | 232,137 | $6.4M | 0.03% | 2025-12-31 |
| 415 | Atlantic Union Bankshares Corp | 230,099 | $6.3M | 0.03% | 2025-12-31 |
| 416 | BEACON ADVISORS HOLDINGS, LLC | 229,827 | $6.3M | 0.03% | 2025-12-31 |
| 417 | MFA Wealth Services | 228,026 | $6.3M | 0.03% | 2025-12-31 |
| 418 | Arkadios Wealth Advisors | 227,264 | $6.2M | 0.03% | 2025-12-31 |
| 419 | Adams Asset Advisors, LLC | 227,090 | $6.2M | 0.03% | 2025-12-31 |
| 420 | Strategic Blueprint, LLC | 224,835 | $6.2M | 0.03% | 2025-12-31 |
| 421 | Uniting Wealth Partners, LLC | 222,016 | $6.1M | 0.03% | 2025-12-31 |
| 422 | Cypress Capital Advisors, LLC | 221,348 | $6.1M | 0.03% | 2025-12-31 |
| 423 | Barry Investment Advisors, LLC | 220,803 | $6.1M | 0.03% | 2025-12-31 |
| 424 | Miracle Mile Advisors, LLC | 220,217 | $6.0M | 0.03% | 2025-12-31 |
| 425 | DIVERSIFY WEALTH MANAGEMENT, LLC | 210,756 | $6.0M | 0.03% | 2025-12-31 |
| 426 | Texas Yale Capital Corp. | 218,937 | $6.0M | 0.03% | 2025-12-31 |
| 427 | Global Strategic Investment Solutions, LLC | 218,814 | $6.0M | 0.03% | 2025-12-31 |
| 428 | Allen Capital Group, LLC | 216,355 | $5.9M | 0.03% | 2025-12-31 |
| 429 | Talisman Wealth Advisors LLC | 215,520 | $5.9M | 0.03% | 2025-12-31 |
| 430 | Alliance Wealth Management Group | 214,553 | $5.9M | 0.03% | 2025-12-31 |
| 431 | Towercrest Capital Management | 214,553 | $5.9M | 0.03% | 2025-12-31 |
| 432 | SHERMAN PORFOLIOS, LLC | 214,000 | $5.9M | 0.03% | 2025-12-31 |
| 433 | Dorato Capital Management | 201,969 | $5.9M | 0.02% | 2025-12-31 |
| 434 | SMITH, MOORE & CO. | 213,662 | $5.9M | 0.03% | 2025-12-31 |
| 435 | BEACON FINANCIAL PLANNING, INC | 213,475 | $5.9M | 0.03% | 2025-12-31 |
| 436 | Certified Advisory Corp | 213,140 | $5.8M | 0.03% | 2025-12-31 |
| 437 | CoreCap Advisors, LLC | 212,388 | $5.8M | 0.03% | 2025-12-31 |
| 438 | Moran Wealth Management, LLC | 211,835 | $5.8M | 0.03% | 2025-12-31 |
| 439 | Excelsior Advisor Network LLC | 211,583 | $5.8M | 0.03% | 2025-12-31 |
| 440 | Andrews Advisory Associates, LLC | 210,961 | $5.8M | 0.03% | 2025-12-31 |
| 441 | Squarepoint Ops LLC | 210,900 | $5.8M | 0.03% | 2025-12-31 |
| 442 | Milestone Investment Advisors LLC | 210,871 | $5.8M | 0.03% | 2025-12-31 |
| 443 | PERRYMAN FINANCIAL ADVISORY INC /AD | 210,749 | $5.8M | 0.03% | 2025-12-31 |
| 444 | United Bank | 210,092 | $5.8M | 0.03% | 2025-12-31 |
| 445 | Insight Advisors, LLC/ PA | 209,513 | $5.7M | 0.03% | 2025-12-31 |
| 446 | AlphaCore Capital LLC | 209,097 | $5.7M | 0.03% | 2025-12-31 |
| 447 | Premier Private Wealth Management LLC | 190,874 | $5.7M | 0.02% | 2025-12-31 |
| 448 | Fiduciary Trust Co | 208,688 | $5.7M | 0.03% | 2025-12-31 |
| 449 | FLAGSHIP HARBOR ADVISORS, LLC | 208,666 | $5.7M | 0.03% | 2025-12-31 |