CUSIP 808524805
SCHWAB STRATEGIC TR
453 institutions · $31.73B total · 1,319,530,484 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 297,753,417 | $7.16B | 22.56% | 2025-12-31 |
| 2 | Empower Advisory Group, LLC | 180,778,097 | $4.35B | 13.70% | 2025-12-31 |
| 3 | Financial Engines Advisors L.L.C. | 156,955,279 | $3.77B | 11.89% | 2025-12-31 |
| 4 | Wealthfront Advisers LLC | 111,479,482 | $2.68B | 8.44% | 2025-12-31 |
| 5 | Creative Planning | 40,246,698 | $967.5M | 3.05% | 2025-12-31 |
| 6 | HighTower Advisors, LLC | 20,621,877 | $495.7M | 1.56% | 2025-12-31 |
| 7 | Corient Private Wealth LLC | 20,360,978 | $489.7M | 1.54% | 2025-12-31 |
| 8 | Miracle Mile Advisors, LLC | 13,933,649 | $335.0M | 1.05% | 2025-12-31 |
| 9 | US BANCORP \DE\ | 13,429,121 | $322.8M | 1.01% | 2025-12-31 |
| 10 | SCS Capital Management LLC | 12,527,998 | $301.2M | 0.94% | 2025-12-31 |
| 11 | MORGAN STANLEY | 11,155,531 | $268.2M | 0.84% | 2025-12-31 |
| 12 | Wealthspire Advisors, LLC | 10,898,799 | $262.0M | 0.82% | 2025-12-31 |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9,291,715 | $229.8M | 0.70% | 2025-12-31 |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | 9,122,515 | $219.7M | 0.69% | 2025-12-31 |
| 15 | Orgel Wealth Management, LLC | 8,932,214 | $214.7M | 0.67% | 2025-12-31 |
| 16 | Mariner, LLC | 8,392,383 | $201.8M | 0.63% | 2025-12-31 |
| 17 | McAdam, LLC | 8,050,164 | $193.5M | 0.61% | 2025-12-31 |
| 18 | Avantax Planning Partners, Inc. | 7,198,276 | $173.0M | 0.54% | 2025-12-31 |
| 19 | REBALANCE, LLC | 6,884,573 | $165.5M | 0.52% | 2025-12-31 |
| 20 | Steele Capital Management, Inc. | 6,727,377 | $161.7M | 0.50% | 2025-12-31 |
| 21 | SageView Advisory Group, LLC | 6,611,853 | $158.9M | 0.50% | 2025-12-31 |
| 22 | Cresset Asset Management, LLC | 6,184,938 | $148.7M | 0.46% | 2025-12-31 |
| 23 | LPL Financial LLC | 6,084,954 | $146.3M | 0.46% | 2025-12-31 |
| 24 | Gemmer Asset Management LLC | 5,947,539 | $143.0M | 0.45% | 2025-12-31 |
| 25 | BRANDYWINE OAK PRIVATE WEALTH LLC | 5,920,683 | $142.3M | 0.44% | 2025-12-31 |
| 26 | Prime Capital Investment Advisors, LLC | 5,833,417 | $140.2M | 0.44% | 2025-12-31 |
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,780,130 | $139.0M | 0.43% | 2025-12-31 |
| 28 | Fund Evaluation Group, LLC | 5,726,548 | $137.7M | 0.43% | 2025-12-31 |
| 29 | JONES FINANCIAL COMPANIES LLLP | 5,361,187 | $128.9M | 0.40% | 2025-12-31 |
| 30 | Cerity Partners LLC | 5,280,726 | $126.9M | 0.40% | 2025-12-31 |
| 31 | FMR LLC | 5,270,488 | $126.7M | 0.39% | 2025-12-31 |
| 32 | ENVESTNET ASSET MANAGEMENT INC | 4,949,040 | $119.0M | 0.37% | 2025-12-31 |
| 33 | WELLS FARGO & COMPANY/MN | 4,859,044 | $116.8M | 0.36% | 2025-12-31 |
| 34 | MONETA GROUP INVESTMENT ADVISORS LLC | 4,563,437 | $109.7M | 0.34% | 2025-12-31 |
| 35 | JMG Financial Group, Ltd. | 4,240,654 | $101.9M | 0.32% | 2025-12-31 |
| 36 | BENJAMIN EDWARDS INC | 4,152,408 | $99.8M | 0.31% | 2025-12-31 |
| 37 | AMERIPRISE FINANCIAL INC | 3,867,132 | $93.0M | 0.29% | 2025-12-31 |
| 38 | SNS Financial Group, LLC | 3,625,618 | $87.2M | 0.27% | 2025-12-31 |
| 39 | Cetera Investment Advisers | 3,581,357 | $86.1M | 0.27% | 2025-12-31 |
| 40 | AlphaCore Capital LLC | 3,522,432 | $84.7M | 0.26% | 2025-12-31 |
| 41 | Charles Schwab Trust Co | 3,507,462 | $84.3M | 0.26% | 2025-12-31 |
| 42 | BlueStem Wealth Partners, LLC | 3,432,739 | $82.5M | 0.26% | 2025-12-31 |
| 43 | Truepoint, Inc. | 3,378,971 | $81.2M | 0.25% | 2025-12-31 |
| 44 | UBS Group AG | 3,295,428 | $79.2M | 0.24% | 2025-12-31 |
| 45 | Royal Bank of Canada | 3,039,132 | $73.1M | 0.23% | 2025-12-31 |
| 46 | Beacon Pointe Advisors, LLC | 2,939,302 | $70.7M | 0.22% | 2025-12-31 |
| 47 | Focus Partners Wealth | 2,938,733 | $70.6M | 0.22% | 2025-12-31 |
| 48 | MML INVESTORS SERVICES, LLC | 2,920,967 | $70.2M | 0.22% | 2025-12-31 |
| 49 | CHOREO, LLC | 2,751,843 | $66.6M | 0.20% | 2025-12-31 |
| 50 | BNP PARIBAS FINANCIAL MARKETS | 2,588,215 | $62.2M | 0.19% | 2025-12-31 |
| 51 | OARSMAN CAPITAL, INC. | 2,585,925 | $62.2M | 0.19% | 2025-12-31 |
| 52 | Evergreen Advisors, LLC | 2,450,245 | $58.9M | 0.18% | 2025-12-31 |
| 53 | BANK OF AMERICA CORP /DE/ | 2,437,125 | $58.6M | 0.18% | 2025-12-31 |
| 54 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,409,483 | $57.9M | 0.18% | 2025-12-31 |
| 55 | CAPITAL ADVISORS INC/OK | 2,360,248 | $56.7M | 0.17% | 2025-12-31 |
| 56 | Riverpoint Wealth Management Holdings, LLC | 2,330,490 | $56.0M | 0.17% | 2025-12-31 |
| 57 | TruNorth Capital Management, LLC | 2,195,032 | $52.8M | 0.16% | 2025-12-31 |
| 58 | Modern Wealth Management, LLC | 2,186,200 | $52.6M | 0.16% | 2025-12-31 |
| 59 | Procyon Advisors, LLC | 1,984,987 | $47.7M | 0.15% | 2025-12-31 |
| 60 | COMMONWEALTH EQUITY SERVICES, LLC | 1,969,527 | $47.3M | 0.14% | 2025-12-31 |
| 61 | MAI Capital Management | 1,901,550 | $45.7M | 0.14% | 2025-12-31 |
| 62 | CITIZENS FINANCIAL GROUP INC/RI | 1,899,391 | $45.7M | 0.14% | 2025-12-31 |
| 63 | PITTENGER & ANDERSON INC | 1,884,878 | $45.3M | 0.14% | 2025-12-31 |
| 64 | Goelzer Investment Management, Inc. | 1,840,603 | $44.2M | 0.13% | 2025-12-31 |
| 65 | Forvis Mazars Wealth Advisors, LLC | 1,824,710 | $43.9M | 0.13% | 2025-12-31 |
| 66 | FINANCIAL CONSULATE, INC | 1,823,619 | $43.8M | 0.13% | 2025-12-31 |
| 67 | Visionary Wealth Advisors | 1,823,215 | $43.8M | 0.13% | 2025-12-31 |
| 68 | Rockefeller Capital Management L.P. | 1,693,986 | $40.8M | 0.12% | 2025-12-31 |
| 69 | RAYMOND JAMES FINANCIAL INC | 1,657,870 | $39.9M | 0.12% | 2025-12-31 |
| 70 | Pacific Sage Partners, LLC | 1,638,424 | $39.4M | 0.12% | 2025-12-31 |
| 71 | Summit Asset Management, LLC | 1,591,970 | $38.3M | 0.12% | 2025-12-31 |
| 72 | Payne Capital Management, LLC | 1,521,679 | $36.6M | 0.11% | 2025-12-31 |
| 73 | Vestwell Advisors, LLC | 1,553,932 | $36.2M | 0.11% | 2025-12-31 |
| 74 | GOLDMAN SACHS GROUP INC | 1,503,053 | $36.1M | 0.11% | 2025-12-31 |
| 75 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 1,481,053 | $35.6M | 0.11% | 2025-12-31 |
| 76 | KAVAR CAPITAL PARTNERS GROUP, LLC | 1,449,453 | $34.8M | 0.10% | 2025-12-31 |
| 77 | AE Wealth Management LLC | 1,447,249 | $34.8M | 0.10% | 2025-12-31 |
| 78 | HB Wealth Management, LLC | 1,436,126 | $34.5M | 0.10% | 2025-12-31 |
| 79 | CITADEL ADVISORS LLC | 1,406,982 | $33.8M | 0.10% | 2025-12-31 |
| 80 | Waverly Advisors, LLC | 1,406,458 | $33.8M | 0.10% | 2025-12-31 |
| 81 | Avidian Wealth Enterprises, LLC | 1,395,650 | $33.6M | 0.10% | 2025-12-31 |
| 82 | Persium Advisors, LLC | 1,393,328 | $33.5M | 0.10% | 2025-12-31 |
| 83 | BlueSky Wealth Advisors, LLC | 1,372,086 | $33.0M | 0.10% | 2025-12-31 |
| 84 | Perigon Wealth Management, LLC | 1,363,505 | $32.8M | 0.10% | 2025-12-31 |
| 85 | PINKERTON WEALTH, LLC | 1,331,139 | $32.0M | 0.10% | 2025-12-31 |
| 86 | BCS Wealth Management | 1,311,915 | $31.5M | 0.09% | 2025-12-31 |
| 87 | GHP Investment Advisors, Inc. | 1,283,388 | $30.9M | 0.09% | 2025-12-31 |
| 88 | VOISARD ASSET MANAGEMENT GROUP, INC. | 1,271,866 | $30.6M | 0.09% | 2025-12-31 |
| 89 | OSAIC HOLDINGS, INC. | 1,265,773 | $30.4M | 0.09% | 2025-12-31 |
| 90 | Courage Miller Partners, LLC | 1,250,097 | $30.1M | 0.09% | 2025-12-31 |
| 91 | Krilogy Financial LLC | 1,181,408 | $30.0M | 0.08% | 2025-12-31 |
| 92 | Bangor Savings Bank | 1,242,794 | $29.9M | 0.09% | 2025-12-31 |
| 93 | Bleakley Financial Group, LLC | 1,240,436 | $29.8M | 0.09% | 2025-12-31 |
| 94 | BALLAST ADVISORS LLC | 1,223,587 | $29.4M | 0.09% | 2025-12-31 |
| 95 | LCW Services, LLC | 1,205,738 | $29.0M | 0.09% | 2025-12-31 |
| 96 | Operose Advisors LLC | 1,205,272 | $29.0M | 0.09% | 2025-12-31 |
| 97 | JOHNSON INVESTMENT COUNSEL INC | 1,166,323 | $28.0M | 0.08% | 2025-12-31 |
| 98 | CAPTRUST FINANCIAL ADVISORS | 1,164,797 | $28.0M | 0.08% | 2025-12-31 |
| 99 | MorganRosel Wealth Management, LLC | 1,162,596 | $27.9M | 0.08% | 2025-12-31 |
| 100 | Curi Capital, LLC | 1,154,301 | $27.7M | 0.08% | 2025-12-31 |
| 101 | SEGALL BRYANT & HAMILL, LLC | 1,151,860 | $27.7M | 0.08% | 2025-12-31 |
| 102 | Boltwood Capital Management | 1,144,813 | $27.5M | 0.08% | 2025-12-31 |
| 103 | Red Tortoise LLC | 1,141,527 | $27.4M | 0.08% | 2025-12-31 |
| 104 | PURE PORTFOLIOS HOLDINGS LLC | 1,136,276 | $27.3M | 0.08% | 2025-12-31 |
| 105 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,118,073 | $26.9M | 0.08% | 2025-12-31 |
| 106 | Benchmark Financial Wealth Advisors, LLC | 1,112,901 | $26.8M | 0.08% | 2025-12-31 |
| 107 | WEALTH MANAGEMENT RESOURCES, INC. | 1,111,913 | $26.7M | 0.08% | 2025-12-31 |
| 108 | KEYVANTAGE WEALTH, LLC | 1,107,724 | $26.6M | 0.08% | 2025-12-31 |
| 109 | RIVERSEDGE ADVISORS, LLC | 1,106,210 | $26.6M | 0.08% | 2025-12-31 |
| 110 | Black Diamond Financial, LLC | 1,086,615 | $26.1M | 0.08% | 2025-12-31 |
| 111 | HHM Wealth Advisors, LLC | 1,086,162 | $26.1M | 0.08% | 2025-12-31 |
| 112 | LEAVELL INVESTMENT MANAGEMENT, INC. | 1,084,813 | $26.1M | 0.08% | 2025-12-31 |
| 113 | SHERMAN PORFOLIOS, LLC | 1,081,058 | $26.0M | 0.08% | 2025-12-31 |
| 114 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 1,078,430 | $25.9M | 0.08% | 2025-12-31 |
| 115 | RED CEDAR INVESTMENT MANAGEMENT, LLC | 1,066,203 | $25.6M | 0.08% | 2025-12-31 |
| 116 | Wedmont Private Capital | 1,035,169 | $25.5M | 0.07% | 2025-12-31 |
| 117 | Revolve Wealth Partners, LLC | 1,048,663 | $25.2M | 0.07% | 2025-12-31 |
| 118 | NAPLES GLOBAL ADVISORS, LLC | 1,039,149 | $25.0M | 0.07% | 2025-12-31 |
| 119 | Focus Partners Advisor Solutions, LLC | 1,007,458 | $24.2M | 0.07% | 2025-12-31 |
| 120 | McIlrath & Eck, LLC | 1,003,572 | $24.1M | 0.07% | 2025-12-31 |
| 121 | Savant Capital, LLC | 1,000,139 | $24.0M | 0.07% | 2025-12-31 |
| 122 | WealthPlan Investment Management, LLC | 988,527 | $23.8M | 0.07% | 2025-12-31 |
| 123 | FSM Wealth Advisors, LLC | 987,311 | $23.7M | 0.07% | 2025-12-31 |
| 124 | BUSH INVESTMENT GROUP, LLC | 1,018,356 | $23.7M | 0.07% | 2025-12-31 |
| 125 | NewEdge Advisors, LLC | 976,959 | $23.5M | 0.07% | 2025-12-31 |
| 126 | Main Street Financial Solutions, LLC | 975,483 | $23.5M | 0.07% | 2025-12-31 |
| 127 | Koesten, Hirschmann & Crabtree, INC. | 965,779 | $23.2M | 0.07% | 2025-12-31 |
| 128 | ZynergyRetirementPlanningLLC | 940,599 | $22.6M | 0.07% | 2025-12-31 |
| 129 | ACT WEALTH MANAGEMENT, LLC | 926,736 | $22.3M | 0.07% | 2025-12-31 |
| 130 | Farther Finance Advisors, LLC | 918,231 | $22.1M | 0.06% | 2025-12-31 |
| 131 | Rosenberg Matthew Hamilton | 915,089 | $22.0M | 0.06% | 2025-12-31 |
| 132 | Northeast Financial Group, Inc. | 910,948 | $21.9M | 0.06% | 2025-12-31 |
| 133 | Belpointe Asset Management LLC | 865,264 | $20.8M | 0.06% | 2025-12-31 |
| 134 | FLC Capital Advisors | 862,249 | $20.7M | 0.06% | 2025-12-31 |
| 135 | Sylvest Advisors, LLC | 860,077 | $20.7M | 0.06% | 2025-12-31 |
| 136 | Noble Family Wealth, LLC | 853,571 | $20.5M | 0.06% | 2025-12-31 |
| 137 | World Investment Advisors | 848,866 | $20.4M | 0.06% | 2025-12-31 |
| 138 | Fortis Capital Advisors, LLC | 820,523 | $19.7M | 0.06% | 2025-12-31 |
| 139 | Curbstone Financial Management Corp | 814,205 | $19.6M | 0.06% | 2025-12-31 |
| 140 | Alliance Wealth Management Group | 810,666 | $19.5M | 0.06% | 2025-12-31 |
| 141 | Towercrest Capital Management | 810,666 | $19.5M | 0.06% | 2025-12-31 |
| 142 | Boyd Wealth Management, LLC | 809,521 | $19.5M | 0.06% | 2025-12-31 |
| 143 | WealthShield Partners, LLC | 805,920 | $19.4M | 0.06% | 2025-12-31 |
| 144 | eCIO, Inc. | 804,318 | $19.3M | 0.06% | 2025-12-31 |
| 145 | Apriem Advisors | 798,579 | $19.2M | 0.06% | 2025-12-31 |
| 146 | Essex LLC | 792,746 | $19.1M | 0.06% | 2025-12-31 |
| 147 | Cornerstone Wealth Advisors, Inc. | 788,361 | $19.0M | 0.05% | 2025-12-31 |
| 148 | LIBRA WEALTH LLC | 788,292 | $19.0M | 0.05% | 2025-12-31 |
| 149 | Stokes Family Office, LLC | 781,989 | $18.8M | 0.05% | 2025-12-31 |
| 150 | Broadleaf Partners, LLC | 781,520 | $18.8M | 0.05% | 2025-12-31 |
| 151 | EP Wealth Advisors, LLC | 771,325 | $18.5M | 0.05% | 2025-12-31 |
| 152 | Soltis Investment Advisors LLC | 767,512 | $18.5M | 0.05% | 2025-12-31 |
| 153 | MISSION WEALTH MANAGEMENT, LP | 759,394 | $18.3M | 0.05% | 2025-12-31 |
| 154 | AQR CAPITAL MANAGEMENT LLC | 757,622 | $18.2M | 0.05% | 2025-12-31 |
| 155 | NORTH STAR ASSET MANAGEMENT INC | 754,844 | $18.1M | 0.05% | 2025-12-31 |
| 156 | Invst, LLC | 747,274 | $18.0M | 0.05% | 2025-12-31 |
| 157 | Denver PWM, LLC | 810,881 | $17.9M | 0.06% | 2025-12-31 |
| 158 | IHT Wealth Management, LLC | 744,794 | $17.9M | 0.05% | 2025-12-31 |
| 159 | HBK Sorce Advisory LLC | 682,595 | $17.7M | 0.05% | 2025-12-31 |
| 160 | KICKSTAND VENTURES, LLC. | 736,470 | $17.7M | 0.05% | 2025-12-31 |
| 161 | Garde Capital, Inc. | 753,488 | $17.5M | 0.05% | 2025-12-31 |
| 162 | Sherwood Financial Partners, LLC | 719,597 | $17.3M | 0.05% | 2025-12-31 |
| 163 | Guardian Financial Partners, LLC | 706,530 | $17.0M | 0.05% | 2025-12-31 |
| 164 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 706,500 | $17.0M | 0.05% | 2025-12-31 |
| 165 | WBH ADVISORY INC | 701,765 | $16.9M | 0.05% | 2025-12-31 |
| 166 | ARBOR TRUST WEALTH ADVISORS, LLC | 697,117 | $16.8M | 0.05% | 2025-12-31 |
| 167 | Brady Martz Wealth Solutions, LLC | 686,395 | $16.5M | 0.05% | 2025-12-31 |
| 168 | Ascension Capital Advisors, Inc. | 686,216 | $16.5M | 0.05% | 2025-12-31 |
| 169 | Certified Advisory Corp | 684,846 | $16.5M | 0.05% | 2025-12-31 |
| 170 | Asset Allocation Strategies LLC | 681,798 | $16.4M | 0.05% | 2025-12-31 |
| 171 | Tradition Wealth Management, LLC | 680,326 | $16.4M | 0.05% | 2025-12-31 |
| 172 | PLANNING ALTERNATIVES LTD /ADV | 674,054 | $16.2M | 0.05% | 2025-12-31 |
| 173 | Lido Advisors, LLC | 690,664 | $16.1M | 0.05% | 2025-12-31 |
| 174 | Cranbrook Wealth Management, LLC | 670,057 | $16.1M | 0.05% | 2025-12-31 |
| 175 | Momentous Wealth Management, Inc. | 662,494 | $15.9M | 0.05% | 2025-12-31 |
| 176 | RKL Wealth Management LLC | 659,652 | $15.9M | 0.04% | 2025-12-31 |
| 177 | Elgethun Capital Management | 657,812 | $15.8M | 0.04% | 2025-12-31 |
| 178 | Fort Point Capital Partners LLC | 625,533 | $15.7M | 0.04% | 2025-12-31 |
| 179 | Quantinno Capital Management LP | 648,721 | $15.6M | 0.04% | 2025-12-31 |
| 180 | Intergy Private Wealth, LLC | 647,531 | $15.6M | 0.04% | 2025-12-31 |
| 181 | Johnson Financial Group, LLC | 646,379 | $15.5M | 0.04% | 2025-12-31 |
| 182 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 642,809 | $15.5M | 0.04% | 2025-12-31 |
| 183 | Sanctuary Advisors, LLC | 637,275 | $15.3M | 0.04% | 2025-12-31 |
| 184 | Envision Financial LLC | 630,636 | $15.2M | 0.04% | 2025-12-31 |
| 185 | BlackRock, Inc. | 628,885 | $15.1M | 0.04% | 2025-12-31 |
| 186 | Seneca Financial Advisors LLC | 624,458 | $15.0M | 0.04% | 2025-12-31 |
| 187 | Financial Management Professionals, Inc. | 613,494 | $14.7M | 0.04% | 2025-12-31 |
| 188 | Freestate Advisors LLC | 609,909 | $14.7M | 0.04% | 2025-12-31 |
| 189 | STIFEL FINANCIAL CORP | 605,632 | $14.6M | 0.04% | 2025-12-31 |
| 190 | MYECFO, LLC | 598,757 | $14.4M | 0.04% | 2025-12-31 |
| 191 | KLINGENSTEIN FIELDS & CO LP | 598,378 | $14.4M | 0.04% | 2025-12-31 |
| 192 | Brooklyn FI, LLC | 583,881 | $14.0M | 0.04% | 2025-12-31 |
| 193 | Meridian Wealth Management, LLC | 576,948 | $13.9M | 0.04% | 2025-12-31 |
| 194 | JPMORGAN CHASE & CO | 575,445 | $13.8M | 0.04% | 2025-12-31 |
| 195 | Powers Advisory Group, LLC | 572,593 | $13.8M | 0.04% | 2025-12-31 |
| 196 | Bell Investment Advisors, Inc | 571,232 | $13.7M | 0.04% | 2025-12-31 |
| 197 | Blue Barn Wealth, LLC | 566,917 | $13.6M | 0.04% | 2025-12-31 |
| 198 | Sightline Wealth Advisors, LLC | 562,138 | $13.5M | 0.04% | 2025-12-31 |
| 199 | CCG WEALTH MANAGEMENT, LLC | 560,586 | $13.5M | 0.04% | 2025-12-31 |
| 200 | POWER WEALTH MANAGEMENT LLC | 559,379 | $13.4M | 0.04% | 2025-12-31 |
| 201 | Brand Asset Management Group, Inc. | 558,370 | $13.4M | 0.04% | 2025-12-31 |
| 202 | Holistic Financial Partners | 553,411 | $13.3M | 0.04% | 2025-12-31 |
| 203 | Creekside Partners | 548,010 | $13.2M | 0.04% | 2025-12-31 |
| 204 | TPG Advisors LLC | 546,957 | $13.1M | 0.04% | 2025-12-31 |
| 205 | Brightwater Advisory LLC | 546,043 | $13.1M | 0.04% | 2025-12-31 |
| 206 | Kestra Advisory Services, LLC | 536,293 | $12.9M | 0.04% | 2025-12-31 |
| 207 | Leeward Financial Partners, LLC | 534,407 | $12.8M | 0.04% | 2025-12-31 |
| 208 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 533,566 | $12.8M | 0.04% | 2025-12-31 |
| 209 | Nicholas Hoffman & Company, LLC. | 533,172 | $12.8M | 0.04% | 2025-12-31 |
| 210 | Signet Investment Advisory Group, Inc. | 525,450 | $12.6M | 0.03% | 2025-12-31 |
| 211 | White & Co Financial Planning Inc | 523,022 | $12.6M | 0.03% | 2025-12-31 |
| 212 | Zhang Financial LLC | 518,515 | $12.5M | 0.03% | 2025-12-31 |
| 213 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 507,808 | $12.2M | 0.03% | 2025-12-31 |
| 214 | OneDigital Investment Advisors LLC | 507,185 | $12.2M | 0.03% | 2025-12-31 |
| 215 | RWA WEALTH PARTNERS, LLC | 506,752 | $12.2M | 0.03% | 2025-12-31 |
| 216 | Chicago Partners Investment Group LLC | 481,092 | $12.2M | 0.03% | 2025-12-31 |
| 217 | Gleason Group, Inc. | 503,580 | $12.1M | 0.03% | 2025-12-31 |
| 218 | Vivaldi Capital Management LP | 503,059 | $12.1M | 0.03% | 2025-12-31 |
| 219 | Fort Vancouver Investment Management, LLC | 497,224 | $12.0M | 0.03% | 2025-12-31 |
| 220 | Christensen, King & Associates Investment Services, Inc. | 487,735 | $11.7M | 0.03% | 2025-12-31 |
| 221 | Livet Wealth, LLC | 487,148 | $11.7M | 0.03% | 2025-12-31 |
| 222 | Jacobsen Capital Management | 482,197 | $11.6M | 0.03% | 2025-12-31 |
| 223 | Focus Financial Network, Inc. | 477,959 | $11.5M | 0.03% | 2025-12-31 |
| 224 | Seros Financial, LLC | 475,062 | $11.4M | 0.03% | 2025-12-31 |
| 225 | OPPENHEIMER & CO INC | 468,247 | $11.3M | 0.03% | 2025-12-31 |
| 226 | SigFig Wealth Management, LLC | 464,507 | $11.2M | 0.03% | 2025-12-31 |
| 227 | Fairway Financial, LLC | 459,898 | $11.1M | 0.03% | 2025-12-31 |
| 228 | MGO ONE SEVEN LLC | 459,327 | $11.0M | 0.03% | 2025-12-31 |
| 229 | Geneos Wealth Management Inc. | 452,539 | $10.9M | 0.03% | 2025-12-31 |
| 230 | Elwood & Goetz Wealth Advisory Group, LLC | 451,785 | $10.9M | 0.03% | 2025-12-31 |
| 231 | Gradient Capital Advisors, LLC | 448,349 | $10.8M | 0.03% | 2025-12-31 |
| 232 | HILL ISLAND FINANCIAL LLC | 446,269 | $10.7M | 0.03% | 2025-12-31 |
| 233 | Roberts Wealth Advisors, LLC | 444,053 | $10.7M | 0.03% | 2025-12-31 |
| 234 | CONQUIS FINANCIAL LLC | 440,221 | $10.6M | 0.03% | 2025-12-31 |
| 235 | Vision Capital Management, Inc. | 439,109 | $10.6M | 0.03% | 2025-12-31 |
| 236 | Capital Advantage, Inc. | 435,130 | $10.5M | 0.03% | 2025-12-31 |
| 237 | RESTON WEALTH MANAGEMENT LLC | 425,003 | $10.2M | 0.03% | 2025-12-31 |
| 238 | IMA Advisory Services, Inc. | 420,687 | $10.1M | 0.03% | 2025-12-31 |
| 239 | Valmark Advisers, Inc. | 418,372 | $10.1M | 0.03% | 2025-12-31 |
| 240 | Capital Investment Counsel, LLC | 415,357 | $10.0M | 0.03% | 2025-12-31 |
| 241 | Compass Advisory Group LLC | 407,877 | $9.8M | 0.03% | 2025-12-31 |
| 242 | Kovack Advisors, Inc. | 405,792 | $9.8M | 0.03% | 2025-12-31 |
| 243 | Kelman-Lazarov, Inc. | 398,594 | $9.6M | 0.03% | 2025-12-31 |
| 244 | Chesapeake Wealth Management | 398,031 | $9.6M | 0.03% | 2025-12-31 |
| 245 | Arnold Financial Planning LLC | 393,633 | $9.5M | 0.02% | 2025-12-31 |
| 246 | James J. Burns & Company, LLC | 393,248 | $9.5M | 0.02% | 2025-12-31 |
| 247 | Sage Financial Management Group, Inc. | 389,442 | $9.4M | 0.02% | 2025-12-31 |
| 248 | GREAT VALLEY ADVISOR GROUP, INC. | 387,890 | $9.3M | 0.02% | 2025-12-31 |
| 249 | Bogart Wealth, LLC | 384,809 | $9.3M | 0.02% | 2025-12-31 |
| 250 | Sequoia Financial Advisors, LLC | 384,221 | $9.2M | 0.02% | 2025-12-31 |
| 251 | Barden Capital Management, Inc. | 379,456 | $9.1M | 0.02% | 2025-12-31 |
| 252 | Mill Creek Capital Advisors, LLC | 378,508 | $9.1M | 0.02% | 2025-12-31 |
| 253 | Russell Investments Group, Ltd. | 378,426 | $9.1M | 0.02% | 2025-12-31 |
| 254 | Baird Financial Group, Inc. | 375,643 | $9.0M | 0.02% | 2025-12-31 |
| 255 | Pitcairn Wealth Advisors LLC | 374,946 | $9.0M | 0.02% | 2025-12-31 |
| 256 | Compound Planning, Inc. | 374,750 | $9.0M | 0.02% | 2025-12-31 |
| 257 | Athena Investment Management | 374,454 | $9.0M | 0.02% | 2025-12-31 |
| 258 | Trinity Financial Advisors LLC | 371,298 | $8.9M | 0.02% | 2025-12-31 |
| 259 | Dynamic Advisor Solutions LLC | 370,829 | $8.9M | 0.02% | 2025-12-31 |
| 260 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 370,085 | $8.9M | 0.02% | 2025-12-31 |
| 261 | BAILARD, INC. | 367,702 | $8.8M | 0.02% | 2025-12-31 |
| 262 | Thrive Wealth Management, LLC | 364,637 | $8.8M | 0.02% | 2025-12-31 |
| 263 | Summit Financial, LLC | 358,677 | $8.6M | 0.02% | 2025-12-31 |
| 264 | Atria Investments, Inc | 357,855 | $8.6M | 0.02% | 2025-12-31 |
| 265 | Legacy Private Trust Co. | 357,653 | $8.6M | 0.02% | 2025-12-31 |
| 266 | Stratos Wealth Advisors, LLC | 355,556 | $8.5M | 0.02% | 2025-12-31 |
| 267 | GILL CAPITAL PARTNERS, LLC | 354,168 | $8.5M | 0.02% | 2025-12-31 |
| 268 | AXXCESS WEALTH MANAGEMENT, LLC | 352,244 | $8.5M | 0.02% | 2025-12-31 |
| 269 | MA Private Wealth | 349,370 | $8.4M | 0.02% | 2025-12-31 |
| 270 | Redhawk Wealth Advisors, Inc. | 348,768 | $8.4M | 0.02% | 2025-12-31 |
| 271 | Firestone Capital Management | 346,722 | $8.3M | 0.02% | 2025-12-31 |
| 272 | Allworth Financial LP | 346,629 | $8.3M | 0.02% | 2025-12-31 |
| 273 | JFS WEALTH ADVISORS, LLC | 346,297 | $8.3M | 0.02% | 2025-12-31 |
| 274 | ALLIANCEBERNSTEIN L.P. | 343,411 | $8.3M | 0.02% | 2025-12-31 |
| 275 | Kathmere Capital Management, LLC | 343,201 | $8.3M | 0.02% | 2025-12-31 |
| 276 | EXENCIAL WEALTH ADVISORS, LLC | 342,933 | $8.2M | 0.02% | 2025-12-31 |
| 277 | Parallel Advisors, LLC | 342,102 | $8.2M | 0.02% | 2025-12-31 |
| 278 | CRA Financial Services, LLC | 338,257 | $8.1M | 0.02% | 2025-12-31 |
| 279 | Newman Dignan & Sheerar, Inc. | 337,928 | $8.1M | 0.02% | 2025-12-31 |
| 280 | Wealth Architects, LLC | 335,089 | $8.1M | 0.02% | 2025-12-31 |
| 281 | FFT WEALTH MANAGEMENT LLC | 332,252 | $8.0M | 0.02% | 2025-12-31 |
| 282 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 330,110 | $7.9M | 0.02% | 2025-12-31 |
| 283 | BOK Financial Private Wealth, Inc. | 330,094 | $7.9M | 0.02% | 2025-12-31 |
| 284 | VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 326,461 | $7.8M | 0.02% | 2025-12-31 |
| 285 | Cooke Wealth Management, LLC | 310,210 | $7.8M | 0.02% | 2025-12-31 |
| 286 | Davis Capital Management | 320,833 | $7.7M | 0.02% | 2025-12-31 |
| 287 | Paradigm, Strategies in Wealth Management, LLC | 318,997 | $7.7M | 0.02% | 2025-12-31 |
| 288 | Investment Planning Advisors, Inc. | 318,498 | $7.7M | 0.02% | 2025-12-31 |
| 289 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 316,423 | $7.6M | 0.02% | 2025-12-31 |
| 290 | Weinberger Asset Management, Inc | 313,005 | $7.5M | 0.02% | 2025-12-31 |
| 291 | BCK Partners, Inc. | 311,778 | $7.5M | 0.02% | 2025-12-31 |
| 292 | CHILTON CAPITAL MANAGEMENT LLC | 309,248 | $7.4M | 0.02% | 2025-12-31 |
| 293 | Sound View Wealth Advisors Group, LLC | 303,429 | $7.3M | 0.02% | 2025-12-31 |
| 294 | Bank of New York Mellon Corp | 302,020 | $7.3M | 0.02% | 2025-12-31 |
| 295 | Leverty Financial Group, LLC | 297,405 | $7.1M | 0.02% | 2025-12-31 |
| 296 | GRIMES & COMPANY, INC. | 297,338 | $7.1M | 0.02% | 2025-12-31 |
| 297 | McKinley Carter Wealth Services, Inc. | 294,393 | $7.1M | 0.02% | 2025-12-31 |
| 298 | Retirement Planning Group, LLC | 294,231 | $7.1M | 0.02% | 2025-12-31 |
| 299 | Modera Wealth Management, LLC | 292,678 | $7.0M | 0.02% | 2025-12-31 |
| 300 | GENESIS PRIVATE WEALTH, LLC | 292,089 | $7.0M | 0.02% | 2025-12-31 |
| 301 | Merit Financial Group, LLC | 289,852 | $7.0M | 0.02% | 2025-12-31 |
| 302 | BLUE SQUARE ASSET MANAGEMENT, LLC | 288,771 | $6.9M | 0.02% | 2025-12-31 |
| 303 | Peak Wealth Management LLC | 287,228 | $6.9M | 0.02% | 2025-12-31 |
| 304 | Vise Technologies, Inc. | 285,716 | $6.9M | 0.02% | 2025-12-31 |
| 305 | AA Financial Advisors, LLC | 284,865 | $6.8M | 0.02% | 2025-12-31 |
| 306 | SVB WEALTH LLC | 283,866 | $6.8M | 0.02% | 2025-12-31 |
| 307 | HENGEHOLD CAPITAL MANAGEMENT LLC | 283,324 | $6.8M | 0.02% | 2025-12-31 |
| 308 | &PARTNERS | 280,357 | $6.8M | 0.02% | 2025-12-31 |
| 309 | Ashton Thomas Private Wealth, LLC | 280,541 | $6.7M | 0.02% | 2025-12-31 |
| 310 | Tudor Financial Inc. | 279,345 | $6.7M | 0.02% | 2025-12-31 |
| 311 | Facet Wealth, Inc. | 260,273 | $6.7M | 0.01% | 2025-12-31 |
| 312 | Plus Group Wealth Advisors LLC | 275,605 | $6.6M | 0.02% | 2025-12-31 |
| 313 | Blueprint Financial Advisors LLC | 273,754 | $6.6M | 0.02% | 2025-12-31 |
| 314 | Blueprint Investment Partners LLC | 273,562 | $6.6M | 0.02% | 2025-12-31 |
| 315 | Schwallier Wealth Management LLC | 258,078 | $6.6M | 0.01% | 2025-12-31 |
| 316 | L.K. Benson & Company, P.C. | 272,770 | $6.6M | 0.02% | 2025-12-31 |
| 317 | Rialto Wealth Management, LLC | 268,993 | $6.5M | 0.02% | 2025-12-31 |
| 318 | Triad Wealth Partners, LLC | 268,092 | $6.4M | 0.02% | 2025-12-31 |
| 319 | L2 Asset Management, LLC | 266,657 | $6.4M | 0.02% | 2025-12-31 |
| 320 | Rockbridge Investment Management, LCC | 266,025 | $6.4M | 0.02% | 2025-12-31 |
| 321 | Bond & Devick Financial Network, Inc. | 262,374 | $6.3M | 0.01% | 2025-12-31 |
| 322 | Clearstead Advisors, LLC | 260,661 | $6.3M | 0.01% | 2025-12-31 |
| 323 | Advisory Services Network, LLC | 260,595 | $6.3M | 0.01% | 2025-12-31 |
| 324 | Armbruster Capital Management, Inc. | 260,252 | $6.3M | 0.01% | 2025-12-31 |
| 325 | Berger Financial Group, Inc | 255,774 | $6.1M | 0.01% | 2025-12-31 |
| 326 | Leisure Capital Management | 255,113 | $6.1M | 0.01% | 2025-12-31 |
| 327 | JPL Wealth Management, LLC | 251,841 | $6.1M | 0.01% | 2025-12-31 |
| 328 | Armor Investment Advisors, LLC | 250,251 | $6.0M | 0.01% | 2025-12-31 |
| 329 | Private Advisor Group, LLC | 249,788 | $6.0M | 0.01% | 2025-12-31 |
| 330 | OneAscent Financial Services LLC | 249,752 | $6.0M | 0.01% | 2025-12-31 |
| 331 | Destination Wealth Management | 248,765 | $6.0M | 0.01% | 2025-12-31 |
| 332 | Fortis Capital Management LLC | 246,697 | $5.9M | 0.01% | 2025-12-31 |
| 333 | Texas Yale Capital Corp. | 242,404 | $5.8M | 0.01% | 2025-12-31 |
| 334 | Alpha Omega Wealth Management LLC | 241,390 | $5.8M | 0.01% | 2025-12-31 |
| 335 | Milestone Investment Advisors LLC | 237,163 | $5.7M | 0.01% | 2025-12-31 |
| 336 | Bishop & Co Investment Management, LLC | 236,690 | $5.7M | 0.01% | 2025-12-31 |
| 337 | Allen Capital Group, LLC | 235,071 | $5.7M | 0.01% | 2025-12-31 |
| 338 | Phil A. Younker & Associates, Ltd. | 234,637 | $5.6M | 0.01% | 2025-12-31 |
| 339 | Seek First Inc. | 232,695 | $5.6M | 0.01% | 2025-12-31 |
| 340 | Acropolis Investment Management, LLC | 232,636 | $5.6M | 0.01% | 2025-12-31 |
| 341 | Advisors Capital Management, LLC | 232,596 | $5.6M | 0.01% | 2025-12-31 |
| 342 | DAVIS R M INC | 231,974 | $5.6M | 0.01% | 2025-12-31 |
| 343 | INTEGRITY ALLIANCE, LLC. | 231,186 | $5.6M | 0.01% | 2025-12-31 |
| 344 | Spectrum Asset Management, Inc. (NB/CA) | 230,986 | $5.6M | 0.01% | 2025-12-31 |
| 345 | Orcam Financial Group | 226,896 | $5.5M | 0.01% | 2025-12-31 |
| 346 | Summit Financial Strategies, Inc. | 224,678 | $5.4M | 0.01% | 2025-12-31 |
| 347 | Liberty Capital Management, Inc. | 218,914 | $5.3M | 0.01% | 2025-12-31 |
| 348 | WT Wealth Management | 218,410 | $5.3M | 0.01% | 2025-12-31 |
| 349 | Hurley Capital, LLC | 217,762 | $5.2M | 0.01% | 2025-12-31 |
| 350 | Breakwater Investment Management | 216,224 | $5.2M | 0.01% | 2025-12-31 |
| 351 | Intelligence Driven Advisers, LLC | 216,133 | $5.2M | 0.01% | 2025-12-31 |
| 352 | Upper Left Wealth Management, LLC | 214,971 | $5.2M | 0.01% | 2025-12-31 |
| 353 | Arkadios Wealth Advisors | 214,772 | $5.2M | 0.01% | 2025-12-31 |
| 354 | Savvy Advisors, Inc. | 212,967 | $5.1M | 0.01% | 2025-12-31 |
| 355 | CGN Advisors LLC | 212,343 | $5.1M | 0.01% | 2025-12-31 |
| 356 | Waterford Advisors, LLC | 212,113 | $5.1M | 0.01% | 2025-12-31 |
| 357 | Five Oceans Advisors | 209,389 | $5.0M | 0.01% | 2025-12-31 |
| 358 | Koshinski Asset Management, Inc. | 209,167 | $5.0M | 0.01% | 2025-12-31 |
| 359 | SWS Partners | 208,613 | $5.0M | 0.01% | 2025-12-31 |
| 360 | Grant Street Asset Management, Inc. | 207,684 | $5.0M | 0.01% | 2025-12-31 |
| 361 | CAMBRIDGE CAPITAL MANAGEMENT, LLC | 207,270 | $5.0M | 0.01% | 2025-12-31 |
| 362 | Tradewinds Capital Management, LLC | 206,464 | $5.0M | 0.01% | 2025-12-31 |
| 363 | Integrated Wealth Concepts LLC | 206,090 | $5.0M | 0.01% | 2025-12-31 |
| 364 | Independent Solutions Wealth Management, LLC | 200,165 | $4.8M | 0.01% | 2025-12-31 |
| 365 | RHS Financial, LLC | 200,076 | $4.8M | 0.01% | 2025-12-31 |
| 366 | Yanni & Associates Investment Advisors, LLC | 200,036 | $4.8M | 0.01% | 2025-12-31 |
| 367 | Cherry Tree Wealth Management, LLC | 198,129 | $4.8M | 0.01% | 2025-12-31 |
| 368 | Curtis Advisory Group, LLC | 198,073 | $4.8M | 0.01% | 2025-12-31 |
| 369 | Valeo Financial Advisors, LLC | 197,686 | $4.8M | 0.01% | 2025-12-31 |
| 370 | Beacon Wealthcare LLC | 196,171 | $4.7M | 0.01% | 2025-12-31 |
| 371 | LifePlan Investment Advisors, Inc. | 195,153 | $4.7M | 0.01% | 2025-12-31 |
| 372 | Strategic Financial Planning, Inc. | 195,099 | $4.7M | 0.01% | 2025-12-31 |
| 373 | Womack Financial LLC | 194,866 | $4.7M | 0.01% | 2025-12-31 |
| 374 | Madison Wealth Partners, Inc | 194,374 | $4.7M | 0.01% | 2025-12-31 |
| 375 | Tempus Wealth Planning, LLC | 193,986 | $4.7M | 0.01% | 2025-12-31 |
| 376 | CAHILL FINANCIAL ADVISORS INC | 192,341 | $4.6M | 0.01% | 2025-12-31 |
| 377 | Mutual Advisors, LLC | 191,925 | $4.6M | 0.01% | 2025-12-31 |
| 378 | Pacific Capital Wealth Advisors, Inc. | 190,864 | $4.6M | 0.01% | 2025-12-31 |
| 379 | Friday Financial | 190,382 | $4.6M | 0.01% | 2025-12-31 |
| 380 | Diversified Enterprises, LLC | 189,388 | $4.6M | 0.01% | 2025-12-31 |
| 381 | CVA Family Office, LLC | 188,712 | $4.5M | 0.01% | 2025-12-31 |
| 382 | B.O.S.S. Retirement Advisors, LLC | 187,984 | $4.5M | 0.01% | 2025-12-31 |
| 383 | Foster Group, Inc. | 186,629 | $4.5M | 0.01% | 2025-12-31 |
| 384 | LVW Advisors, LLC | 186,136 | $4.5M | 0.01% | 2025-12-31 |
| 385 | IFP Advisors, Inc | 186,051 | $4.5M | 0.01% | 2025-12-31 |
| 386 | OLD NATIONAL BANCORP /IN/ | 185,168 | $4.5M | 0.01% | 2025-12-31 |
| 387 | AdvisorNet Financial, Inc | 185,125 | $4.5M | 0.01% | 2025-12-31 |
| 388 | Kerntke Otto McGlone Wealth Management Group | 184,936 | $4.4M | 0.01% | 2025-12-31 |
| 389 | BRIGHTON JONES LLC | 184,269 | $4.4M | 0.01% | 2025-12-31 |
| 390 | Apollon Wealth Management, LLC | 184,016 | $4.4M | 0.01% | 2025-12-31 |
| 391 | Ancora Advisors LLC | 180,715 | $4.3M | 0.01% | 2025-12-31 |
| 392 | Attessa Capital LLC | 178,279 | $4.3M | 0.01% | 2025-12-31 |
| 393 | Carnegie Investment Counsel | 177,801 | $4.3M | 0.01% | 2025-12-31 |
| 394 | Avalon Advisory Group | 177,646 | $4.3M | 0.01% | 2025-12-31 |
| 395 | NWAM LLC | 169,211 | $4.2M | 0.01% | 2025-12-31 |
| 396 | RFG Advisory, LLC | 176,404 | $4.2M | 0.01% | 2025-12-31 |
| 397 | BLAIR WILLIAM & CO/IL | 175,147 | $4.2M | 0.01% | 2025-12-31 |
| 398 | EVERGREEN CAPITAL MANAGEMENT LLC | 174,724 | $4.2M | 0.01% | 2025-12-31 |
| 399 | Clearwater Capital Advisors, LLC | 172,156 | $4.1M | 0.01% | 2025-12-31 |
| 400 | Global Strategic Investment Solutions, LLC | 170,909 | $4.1M | 0.01% | 2025-12-31 |
| 401 | Blackhawk Capital Partners LLC. | 170,751 | $4.1M | 0.01% | 2025-12-31 |
| 402 | Cambridge Financial Group, LLC | 193,443 | $4.0M | 0.01% | 2025-12-31 |
| 403 | Orion Porfolio Solutions, LLC | 167,165 | $4.0M | 0.01% | 2025-12-31 |
| 404 | Peak Financial Management, Inc. | 166,485 | $4.0M | 0.01% | 2025-12-31 |
| 405 | AIRE ADVISORS, LLC | 165,374 | $4.0M | 0.01% | 2025-12-31 |
| 406 | CAP Partners, LLC | 164,630 | $4.0M | 0.01% | 2025-12-31 |
| 407 | Elm Partners Management LLC | 163,644 | $3.9M | 0.01% | 2025-12-31 |
| 408 | GSB Wealth Management, LLC | 162,854 | $3.9M | 0.01% | 2025-12-31 |
| 409 | DIVERSIFY WEALTH MANAGEMENT, LLC | 157,319 | $3.9M | 0.01% | 2025-12-31 |
| 410 | WOODMONT INVESTMENT COUNSEL LLC | 162,616 | $3.9M | 0.01% | 2025-12-31 |
| 411 | DHJJ Financial Advisors, Ltd. | 161,301 | $3.9M | 0.01% | 2025-12-31 |
| 412 | Plum Street Advisors, LLC | 160,547 | $3.9M | 0.01% | 2025-12-31 |
| 413 | Aptus Capital Advisors, LLC | 160,169 | $3.9M | 0.01% | 2025-12-31 |
| 414 | Uptown Financial Advisors LLC | 159,015 | $3.8M | 0.01% | 2025-12-31 |
| 415 | Sollinda Capital Management LLC | 158,644 | $3.8M | 0.01% | 2025-12-31 |
| 416 | CONDOR CAPITAL MANAGEMENT | 157,034 | $3.8M | 0.01% | 2025-12-31 |
| 417 | Clearview Wealth Advisors LLC | 155,890 | $3.7M | 0.01% | 2025-12-31 |
| 418 | SHEETS SMITH WEALTH MANAGEMENT | 154,447 | $3.7M | 0.01% | 2025-12-31 |
| 419 | SeaCrest Wealth Management, LLC | 150,145 | $3.7M | 0.01% | 2025-12-31 |
| 420 | Pure Financial Advisors, LLC | 153,551 | $3.7M | 0.01% | 2025-12-31 |
| 421 | Foundations Investment Advisors, LLC | 153,368 | $3.7M | 0.01% | 2025-12-31 |
| 422 | IEQ CAPITAL, LLC | 153,051 | $3.7M | 0.01% | 2025-12-31 |
| 423 | QUADRANT CAPITAL GROUP LLC | 152,801 | $3.7M | 0.01% | 2025-12-31 |
| 424 | Veridan Wealth LLC | 152,251 | $3.7M | 0.01% | 2025-12-31 |
| 425 | Cape Investment Advisory, Inc. | 151,832 | $3.7M | 0.01% | 2025-12-31 |
| 426 | Csenge Advisory Group | 150,381 | $3.6M | 0.01% | 2025-12-31 |
| 427 | ALTFEST L J & CO INC | 148,069 | $3.6M | 0.01% | 2025-12-31 |
| 428 | May Hill Capital, LLC | 147,838 | $3.6M | 0.01% | 2025-12-31 |
| 429 | North Forty Two & Co. | 147,564 | $3.5M | 0.01% | 2025-12-31 |
| 430 | Pioneer Wealth Management Group | 147,516 | $3.5M | 0.01% | 2025-12-31 |
| 431 | Port Capital LLC | 146,892 | $3.5M | 0.01% | 2025-12-31 |
| 432 | NORTHERN TRUST CORP | 146,753 | $3.5M | 0.01% | 2025-12-31 |
| 433 | Seaside Wealth Management, Inc. | 146,201 | $3.5M | 0.01% | 2025-12-31 |
| 434 | NBT BANK N A /NY | 145,825 | $3.5M | 0.01% | 2025-12-31 |
| 435 | SIGNATUREFD, LLC | 144,674 | $3.5M | 0.01% | 2025-12-31 |
| 436 | Payne Capital LLC | 144,616 | $3.5M | 0.01% | 2025-12-31 |
| 437 | Avior Wealth Management, LLC | 144,273 | $3.5M | 0.01% | 2025-12-31 |
| 438 | Caprock Group, LLC | 141,571 | $3.4M | 0.01% | 2025-12-31 |
| 439 | GARRISON POINT ADVISORS, LLC | 141,202 | $3.4M | 0.01% | 2025-12-31 |
| 440 | Tortoise Investment Management, LLC | 139,001 | $3.3M | 0.01% | 2025-12-31 |
| 441 | Ballast Financial Advisors LLC | 138,794 | $3.3M | 0.01% | 2025-12-31 |
| 442 | COMERICA BANK | 137,839 | $3.3M | 0.01% | 2025-12-31 |
| 443 | SALEM INVESTMENT COUNSELORS INC | 136,993 | $3.3M | 0.01% | 2025-12-31 |
| 444 | Integrated Advisors Network LLC | 136,897 | $3.3M | 0.01% | 2025-12-31 |
| 445 | Shared Vision Wealth Group LLC | 128,350 | $3.3M | 0.00% | 2025-12-31 |
| 446 | TRUIST FINANCIAL CORP | 132,270 | $3.2M | 0.01% | 2025-12-31 |
| 447 | STEVENS CAPITAL PARTNERS | 130,872 | $3.1M | 0.00% | 2025-12-31 |
| 448 | Freestone Capital Holdings, LLC | 130,639 | $3.1M | 0.00% | 2025-12-31 |
| 449 | HORAN Wealth, LLC | 129,020 | $3.1M | 0.00% | 2025-12-31 |
| 450 | FIRST NATIONAL BANK OF OMAHA | 127,298 | $3.1M | 0.00% | 2025-12-31 |
| 451 | Sand Hill Global Advisors, LLC | 126,255 | $3.0M | 0.00% | 2025-12-31 |
| 452 | Argent Trust Co | 125,608 | $3.0M | 0.00% | 2025-12-31 |
| 453 | HARBOUR INVESTMENTS, INC. | 125,297 | $3.0M | 0.00% | 2025-12-31 |