CUSIP 808524839
SCHWAB US AGGREGATE BOND
417 institutions · $3.78B total · 159,725,578 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 11,585,056 | $270.7M | 7.25% | 2025-12-31 |
| 2 | Rockbridge Investment Management, LCC | 8,957,935 | $209.3M | 5.60% | 2025-12-31 |
| 3 | Avantax Planning Partners, Inc. | 7,447,340 | $174.0M | 4.66% | 2025-12-31 |
| 4 | AMERIPRISE FINANCIAL INC | 6,360,958 | $148.7M | 3.98% | 2025-12-31 |
| 5 | Charles Schwab Trust Co | 6,215,188 | $145.2M | 3.89% | 2025-12-31 |
| 6 | Financial Engines Advisors L.L.C. | 5,396,451 | $126.1M | 3.37% | 2025-12-31 |
| 7 | HighTower Advisors, LLC | 4,117,942 | $96.2M | 2.57% | 2025-12-31 |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,951,537 | $92.5M | 2.47% | 2025-12-31 |
| 9 | GOLDMAN SACHS GROUP INC | 3,199,775 | $74.8M | 2.00% | 2025-12-31 |
| 10 | OneDigital Investment Advisors LLC | 3,117,962 | $72.9M | 1.95% | 2025-12-31 |
| 11 | BlueSky Wealth Advisors, LLC | 2,400,575 | $56.1M | 1.50% | 2025-12-31 |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 2,324,753 | $54.3M | 1.45% | 2025-12-31 |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 504,408 | $50.7M | 0.31% | 2025-12-31 |
| 14 | Destination Wealth Management | 1,945,776 | $45.5M | 1.21% | 2025-12-31 |
| 15 | McAdam, LLC | 1,916,045 | $44.8M | 1.19% | 2025-12-31 |
| 16 | Pioneer Wealth Management Group | 1,814,258 | $42.4M | 1.13% | 2025-12-31 |
| 17 | Cetera Investment Advisers | 1,652,505 | $38.6M | 1.03% | 2025-12-31 |
| 18 | FINANCIAL LIFE ADVISORS | 1,477,753 | $34.5M | 0.92% | 2025-12-31 |
| 19 | Phil A. Younker & Associates, Ltd. | 1,468,133 | $34.3M | 0.91% | 2025-12-31 |
| 20 | Mariner, LLC | 1,449,550 | $33.9M | 0.90% | 2025-12-31 |
| 21 | JONES FINANCIAL COMPANIES LLLP | 1,444,097 | $33.7M | 0.90% | 2025-12-31 |
| 22 | DAYMARK WEALTH PARTNERS, LLC | 1,441,944 | $33.7M | 0.90% | 2025-12-31 |
| 23 | Blue Trust, Inc. | 1,439,935 | $33.7M | 0.90% | 2025-12-31 |
| 24 | Horst & Graben Wealth Management LLC | 1,389,168 | $32.5M | 0.86% | 2025-12-31 |
| 25 | TruNorth Capital Management, LLC | 1,271,246 | $29.7M | 0.79% | 2025-12-31 |
| 26 | KilterHowling LLC | 1,256,444 | $29.4M | 0.78% | 2025-12-31 |
| 27 | ZynergyRetirementPlanningLLC | 1,251,547 | $29.2M | 0.78% | 2025-12-31 |
| 28 | NorthRock Partners, LLC | 1,185,787 | $27.7M | 0.74% | 2025-12-31 |
| 29 | Modern Wealth Management, LLC | 1,178,919 | $27.6M | 0.73% | 2025-12-31 |
| 30 | Mokosak Advisory Group, LLC | 1,152,078 | $26.9M | 0.72% | 2025-12-31 |
| 31 | THEORY FINANCIAL LLC | 1,139,188 | $26.7M | 0.71% | 2025-12-31 |
| 32 | Plum Street Advisors, LLC | 1,130,941 | $26.4M | 0.70% | 2025-12-31 |
| 33 | Austin Private Wealth, LLC | 1,116,835 | $26.1M | 0.69% | 2025-12-31 |
| 34 | Alliance Wealth Management Group | 1,018,851 | $23.8M | 0.63% | 2025-12-31 |
| 35 | Towercrest Capital Management | 1,018,851 | $23.8M | 0.63% | 2025-12-31 |
| 36 | MORGAN STANLEY | 991,762 | $23.2M | 0.62% | 2025-12-31 |
| 37 | MERCER GLOBAL ADVISORS INC /ADV | 939,297 | $22.0M | 0.58% | 2025-12-31 |
| 38 | TSA Wealth Managment LLC | 938,747 | $21.9M | 0.58% | 2025-12-31 |
| 39 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 935,914 | $21.9M | 0.58% | 2025-12-31 |
| 40 | Sanctuary Advisors, LLC | 938,147 | $21.7M | 0.58% | 2025-12-31 |
| 41 | BANK OF AMERICA CORP /DE/ | 910,993 | $21.3M | 0.57% | 2025-12-31 |
| 42 | Vident Advisory, LLC | 885,913 | $20.7M | 0.55% | 2025-12-31 |
| 43 | Asset Allocation Strategies LLC | 882,937 | $20.6M | 0.55% | 2025-12-31 |
| 44 | ELEVATION POINT WEALTH PARTNERS, LLC | 866,561 | $20.3M | 0.54% | 2025-12-31 |
| 45 | Vestmark Advisory Solutions, Inc. | 866,448 | $20.2M | 0.54% | 2025-12-31 |
| 46 | LPL Financial LLC | 842,638 | $19.7M | 0.52% | 2025-12-31 |
| 47 | Bond & Devick Financial Network, Inc. | 822,996 | $19.2M | 0.51% | 2025-12-31 |
| 48 | One Wealth Advisors, LLC | 797,267 | $18.6M | 0.49% | 2025-12-31 |
| 49 | Revolve Wealth Partners, LLC | 789,604 | $18.5M | 0.49% | 2025-12-31 |
| 50 | MONETA GROUP INVESTMENT ADVISORS LLC | 781,082 | $18.3M | 0.48% | 2025-12-31 |
| 51 | Revisor Wealth Management LLC | 740,283 | $17.3M | 0.46% | 2025-12-31 |
| 52 | Mutual Advisors, LLC | 690,824 | $16.1M | 0.43% | 2025-12-31 |
| 53 | RAYMOND JAMES FINANCIAL INC | 680,149 | $15.9M | 0.42% | 2025-12-31 |
| 54 | UBS Group AG | 674,672 | $15.8M | 0.42% | 2025-12-31 |
| 55 | James J. Burns & Company, LLC | 671,466 | $15.7M | 0.42% | 2025-12-31 |
| 56 | Creative Planning | 659,907 | $15.4M | 0.41% | 2025-12-31 |
| 57 | Pacific Park Financial, Inc. | 640,008 | $15.0M | 0.40% | 2025-12-31 |
| 58 | CFS Investment Advisory Services, LLC | 633,702 | $14.8M | 0.39% | 2025-12-31 |
| 59 | Cedar Mountain Advisors, LLC | 627,593 | $14.7M | 0.39% | 2025-12-31 |
| 60 | Columbus Macro, LLC | 597,513 | $14.0M | 0.37% | 2025-12-31 |
| 61 | Ascent Group, LLC | 583,713 | $13.6M | 0.36% | 2025-12-31 |
| 62 | Arnold Financial Planning LLC | 564,204 | $13.2M | 0.35% | 2025-12-31 |
| 63 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 563,098 | $13.2M | 0.35% | 2025-12-31 |
| 64 | Cypress Wealth Services, LLC | 549,682 | $12.8M | 0.34% | 2025-12-31 |
| 65 | OSAIC HOLDINGS, INC. | 546,609 | $12.8M | 0.34% | 2025-12-31 |
| 66 | Christensen, King & Associates Investment Services, Inc. | 530,451 | $12.4M | 0.33% | 2025-12-31 |
| 67 | EP Wealth Advisors, LLC | 523,420 | $12.2M | 0.32% | 2025-12-31 |
| 68 | MYECFO, LLC | 513,371 | $12.0M | 0.32% | 2025-12-31 |
| 69 | Clearview Wealth Advisors LLC | 505,777 | $11.8M | 0.31% | 2025-12-31 |
| 70 | KICKSTAND VENTURES, LLC. | 484,183 | $11.3M | 0.30% | 2025-12-31 |
| 71 | SigFig Wealth Management, LLC | 469,825 | $11.0M | 0.29% | 2025-12-31 |
| 72 | Grove Street Fiduciary, LLC | 466,430 | $10.9M | 0.29% | 2025-12-31 |
| 73 | Apriem Advisors | 460,852 | $10.8M | 0.28% | 2025-12-31 |
| 74 | Savant Capital, LLC | 457,992 | $10.7M | 0.28% | 2025-12-31 |
| 75 | IFP Advisors, Inc | 453,917 | $10.6M | 0.28% | 2025-12-31 |
| 76 | Ballast Financial Advisors LLC | 451,800 | $10.6M | 0.28% | 2025-12-31 |
| 77 | Mayflower Financial Advisors, LLC | 441,754 | $10.3M | 0.27% | 2025-12-31 |
| 78 | MorganRosel Wealth Management, LLC | 423,510 | $9.9M | 0.26% | 2025-12-31 |
| 79 | Summit Financial Strategies, Inc. | 414,423 | $9.7M | 0.25% | 2025-12-31 |
| 80 | Cerity Partners LLC | 407,028 | $9.5M | 0.25% | 2025-12-31 |
| 81 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 404,983 | $9.5M | 0.25% | 2025-12-31 |
| 82 | Affinity Capital Advisors, LLC | 401,793 | $9.4M | 0.25% | 2025-12-31 |
| 83 | Focus Financial Network, Inc. | 398,837 | $9.3M | 0.24% | 2025-12-31 |
| 84 | Tempus Wealth Planning, LLC | 397,795 | $9.3M | 0.24% | 2025-12-31 |
| 85 | AlphaCore Capital LLC | 396,007 | $9.3M | 0.24% | 2025-12-31 |
| 86 | Daviman Financial, LLC | 389,946 | $9.1M | 0.24% | 2025-12-31 |
| 87 | Security Financial Services, INC. | 389,230 | $9.1M | 0.24% | 2025-12-31 |
| 88 | BREAKTHRU ADVISORY SERVICES, LLC | 385,142 | $9.0M | 0.24% | 2025-12-31 |
| 89 | Beacon Pointe Advisors, LLC | 374,237 | $8.7M | 0.23% | 2025-12-31 |
| 90 | Ashton Thomas Private Wealth, LLC | 369,548 | $8.6M | 0.23% | 2025-12-31 |
| 91 | FFG RETIREMENT ADVISORS LLC | 365,927 | $8.6M | 0.22% | 2025-12-31 |
| 92 | AE Wealth Management LLC | 363,972 | $8.5M | 0.22% | 2025-12-31 |
| 93 | HENGEHOLD CAPITAL MANAGEMENT LLC | 360,315 | $8.4M | 0.22% | 2025-12-31 |
| 94 | Peak Financial Management, Inc. | 353,378 | $8.3M | 0.22% | 2025-12-31 |
| 95 | CLIENT 1ST ADVISORY GROUP, LLC | 341,977 | $8.0M | 0.21% | 2025-12-31 |
| 96 | RESTON WEALTH MANAGEMENT LLC | 335,417 | $7.8M | 0.20% | 2025-12-31 |
| 97 | Larson Financial Group LLC | 332,361 | $7.8M | 0.20% | 2025-12-31 |
| 98 | Avior Wealth Management, LLC | 319,946 | $7.5M | 0.20% | 2025-12-31 |
| 99 | Forthright Family Wealth Advisory LLC | 319,426 | $7.5M | 0.19% | 2025-12-31 |
| 100 | LEAVELL INVESTMENT MANAGEMENT, INC. | 318,304 | $7.4M | 0.19% | 2025-12-31 |
| 101 | CREATIVE FINANCIAL DESIGNS INC /ADV | 315,094 | $7.4M | 0.19% | 2025-12-31 |
| 102 | MAI Capital Management | 314,483 | $7.3M | 0.19% | 2025-12-31 |
| 103 | SNS Financial Group, LLC | 305,279 | $7.1M | 0.19% | 2025-12-31 |
| 104 | Midwest Financial Group LLC | 302,319 | $7.1M | 0.18% | 2025-12-31 |
| 105 | Hoxton Planning & Management, LLC | 287,218 | $6.7M | 0.17% | 2025-12-31 |
| 106 | WealthShield Partners, LLC | 284,919 | $6.7M | 0.17% | 2025-12-31 |
| 107 | Merit Financial Group, LLC | 283,848 | $6.6M | 0.17% | 2025-12-31 |
| 108 | Curtis Advisory Group, LLC | 282,275 | $6.6M | 0.17% | 2025-12-31 |
| 109 | Independent Solutions Wealth Management, LLC | 280,510 | $6.6M | 0.17% | 2025-12-31 |
| 110 | Marotta Asset Management | 274,761 | $6.4M | 0.17% | 2025-12-31 |
| 111 | Fairway Financial, LLC | 265,887 | $6.2M | 0.16% | 2025-12-31 |
| 112 | Fifth Third Securities, Inc. | 254,732 | $6.0M | 0.15% | 2025-12-31 |
| 113 | Northeast Financial Group, Inc. | 252,917 | $5.9M | 0.15% | 2025-12-31 |
| 114 | Bogart Wealth, LLC | 249,985 | $5.8M | 0.15% | 2025-12-31 |
| 115 | Compass Financial Group, INC/SD | 242,926 | $5.7M | 0.15% | 2025-12-31 |
| 116 | Clay Northam Wealth Management, LLC | 242,146 | $5.7M | 0.15% | 2025-12-31 |
| 117 | Integrated Wealth Concepts LLC | 233,262 | $5.5M | 0.14% | 2025-12-31 |
| 118 | Waverly Advisors, LLC | 232,165 | $5.4M | 0.14% | 2025-12-31 |
| 119 | Freestone Capital Holdings, LLC | 219,415 | $5.1M | 0.13% | 2025-12-31 |
| 120 | Total Wealth Planning, LLC | 216,518 | $5.1M | 0.13% | 2025-12-31 |
| 121 | Advisor OS, LLC | 215,732 | $5.0M | 0.13% | 2025-12-31 |
| 122 | Main Street Financial Solutions, LLC | 215,172 | $5.0M | 0.13% | 2025-12-31 |
| 123 | Manske Wealth Management | 214,700 | $5.0M | 0.13% | 2025-12-31 |
| 124 | Tradition Wealth Management, LLC | 210,759 | $4.9M | 0.13% | 2025-12-31 |
| 125 | Guardian Financial Partners, LLC | 207,200 | $4.8M | 0.12% | 2025-12-31 |
| 126 | Wakefield Asset Management LLLP | 206,528 | $4.8M | 0.12% | 2025-12-31 |
| 127 | Fischer Financial Services, Inc. | 200,267 | $4.7M | 0.12% | 2025-12-31 |
| 128 | Brookstone Capital Management | 198,881 | $4.6M | 0.12% | 2025-12-31 |
| 129 | XY Planning Network, Inc. | 198,341 | $4.6M | 0.12% | 2025-12-31 |
| 130 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 196,701 | $4.6M | 0.12% | 2025-12-31 |
| 131 | HC Advisors, LLC | 195,678 | $4.6M | 0.12% | 2025-12-31 |
| 132 | Bestgate Wealth Advisors, LLC | 194,190 | $4.5M | 0.12% | 2025-12-31 |
| 133 | BFSG, LLC | 191,137 | $4.5M | 0.11% | 2025-12-31 |
| 134 | WealthPLAN Partners, LLC | 187,092 | $4.4M | 0.11% | 2025-12-31 |
| 135 | FIDUCIENT ADVISORS LLC | 182,208 | $4.3M | 0.11% | 2025-12-31 |
| 136 | VanderPol Investments L.L.C. | 181,981 | $4.3M | 0.11% | 2025-12-31 |
| 137 | TPG Advisors LLC | 181,936 | $4.3M | 0.11% | 2025-12-31 |
| 138 | Lifelong Wealth Advisors, Inc. | 179,397 | $4.2M | 0.11% | 2025-12-31 |
| 139 | Farther Finance Advisors, LLC | 175,808 | $4.1M | 0.11% | 2025-12-31 |
| 140 | VSM Wealth Advisory, LLC | 175,508 | $4.1M | 0.10% | 2025-12-31 |
| 141 | Curi Capital, LLC | 175,404 | $4.1M | 0.10% | 2025-12-31 |
| 142 | Cassilly Financial Group LLC | 174,069 | $4.1M | 0.10% | 2025-12-31 |
| 143 | Beacon Bridge Wealth Partners, LLC | 174,021 | $4.1M | 0.10% | 2025-12-31 |
| 144 | Perigon Wealth Management, LLC | 173,687 | $4.1M | 0.10% | 2025-12-31 |
| 145 | Chatterton & Associates Inc. | 170,971 | $4.0M | 0.10% | 2025-12-31 |
| 146 | SageView Advisory Group, LLC | 170,763 | $4.0M | 0.10% | 2025-12-31 |
| 147 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 162,611 | $3.8M | 0.10% | 2025-12-31 |
| 148 | Brady Martz Wealth Solutions, LLC | 158,972 | $3.7M | 0.09% | 2025-12-31 |
| 149 | Spectrum Planning & Advisory Services Inc. | 157,527 | $3.7M | 0.09% | 2025-12-31 |
| 150 | CAHILL FINANCIAL ADVISORS INC | 157,241 | $3.7M | 0.09% | 2025-12-31 |
| 151 | Krilogy Financial LLC | 154,383 | $3.6M | 0.09% | 2025-12-31 |
| 152 | Curbstone Financial Management Corp | 154,450 | $3.6M | 0.09% | 2025-12-31 |
| 153 | LOWERY THOMAS, LLC | 152,568 | $3.6M | 0.09% | 2025-12-31 |
| 154 | NYL Investors LLC | 151,945 | $3.6M | 0.09% | 2025-12-31 |
| 155 | COMMONWEALTH EQUITY SERVICES, LLC | 151,885 | $3.5M | 0.09% | 2025-12-31 |
| 156 | Foundations Investment Advisors, LLC | 149,959 | $3.5M | 0.09% | 2025-12-31 |
| 157 | Global Retirement Partners, LLC | 147,394 | $3.4M | 0.09% | 2025-12-31 |
| 158 | COOPER/HAIMS ADVISORS, LLC | 147,264 | $3.4M | 0.09% | 2025-12-31 |
| 159 | Breakwater Investment Management | 146,227 | $3.4M | 0.09% | 2025-12-31 |
| 160 | Emergent Wealth Advisors, LLC | 71,389 | $3.3M | 0.04% | 2025-12-31 |
| 161 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 142,331 | $3.3M | 0.08% | 2025-12-31 |
| 162 | Range Financial Group LLC | 141,277 | $3.3M | 0.08% | 2025-12-31 |
| 163 | Patriot Financial Group Insurance Agency, LLC | 139,556 | $3.3M | 0.08% | 2025-12-31 |
| 164 | Smart Money Group LLC | 139,387 | $3.3M | 0.08% | 2025-12-31 |
| 165 | Grey Fox Wealth Advisors, LLC | 139,039 | $3.2M | 0.08% | 2025-12-31 |
| 166 | Keystone Wealth Services, LLC | 138,678 | $3.2M | 0.08% | 2025-12-31 |
| 167 | Hidden Cove Wealth Management, LLC | 137,963 | $3.2M | 0.08% | 2025-12-31 |
| 168 | Friedenthal Financial | 137,318 | $3.2M | 0.08% | 2025-12-31 |
| 169 | Chesapeake Wealth Management | 137,277 | $3.2M | 0.08% | 2025-12-31 |
| 170 | Victrix Investment Advisors | 136,337 | $3.2M | 0.08% | 2025-12-31 |
| 171 | Newport Capital Group, LLC | 1,069 | $3.1M | 0.00% | 2025-12-31 |
| 172 | OARSMAN CAPITAL, INC. | 130,853 | $3.1M | 0.08% | 2025-12-31 |
| 173 | HARBOUR INVESTMENTS, INC. | 130,298 | $3.0M | 0.08% | 2025-12-31 |
| 174 | North Forty Two & Co. | 130,294 | $3.0M | 0.08% | 2025-12-31 |
| 175 | Red Tortoise LLC | 129,744 | $3.0M | 0.08% | 2025-12-31 |
| 176 | Zhang Financial LLC | 127,505 | $3.0M | 0.07% | 2025-12-31 |
| 177 | Twin Cities Retirement Group LLC | 127,467 | $3.0M | 0.07% | 2025-12-31 |
| 178 | INTEGRITY ALLIANCE, LLC. | 124,602 | $2.9M | 0.07% | 2025-12-31 |
| 179 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 123,163 | $2.9M | 0.07% | 2025-12-31 |
| 180 | Focus Partners Wealth | 122,914 | $2.9M | 0.07% | 2025-12-31 |
| 181 | Valmark Advisers, Inc. | 121,768 | $2.8M | 0.07% | 2025-12-31 |
| 182 | CURTIS WEALTH MANAGEMENT LLC | 120,239 | $2.8M | 0.07% | 2025-12-31 |
| 183 | 5T Wealth, LLC | 120,677 | $2.8M | 0.07% | 2025-12-31 |
| 184 | Aventus Investment Advisors, Inc. | 118,293 | $2.8M | 0.07% | 2025-12-31 |
| 185 | WealthPoint Financial, LLC | 116,565 | $2.7M | 0.07% | 2025-12-31 |
| 186 | CreativeOne Wealth, LLC | 116,267 | $2.7M | 0.07% | 2025-12-31 |
| 187 | CVA Family Office, LLC | 116,262 | $2.7M | 0.07% | 2025-12-31 |
| 188 | Financial Designs Corp | 115,109 | $2.7M | 0.07% | 2025-12-31 |
| 189 | C M BIDWELL & ASSOCIATES LTD | 114,837 | $2.7M | 0.07% | 2025-12-31 |
| 190 | Advisors Preferred, LLC | 114,588 | $2.7M | 0.07% | 2025-12-31 |
| 191 | MML INVESTORS SERVICES, LLC | 112,883 | $2.6M | 0.07% | 2025-12-31 |
| 192 | BCS Wealth Management | 112,662 | $2.6M | 0.07% | 2025-12-31 |
| 193 | Tactive Advisors, LLC | 112,474 | $2.6M | 0.07% | 2025-12-31 |
| 194 | Simplicity Wealth,LLC | 111,934 | $2.6M | 0.07% | 2025-12-31 |
| 195 | OneAscent Financial Services LLC | 111,685 | $2.6M | 0.06% | 2025-12-31 |
| 196 | LVW Advisors, LLC | 109,019 | $2.5M | 0.06% | 2025-12-31 |
| 197 | Core Wealth Partners LLC | 108,577 | $2.5M | 0.06% | 2025-12-31 |
| 198 | ETF Store, Inc. | 108,340 | $2.5M | 0.06% | 2025-12-31 |
| 199 | Omega Financial Group, LLC | 107,646 | $2.5M | 0.06% | 2025-12-31 |
| 200 | Apeiron RIA LLC | 107,816 | $2.5M | 0.06% | 2025-12-31 |
| 201 | Maia Wealth LLC | 104,227 | $2.5M | 0.06% | 2025-12-31 |
| 202 | Boston Partners | 104,024 | $2.4M | 0.06% | 2025-12-31 |
| 203 | NWAM LLC | 102,632 | $2.4M | 0.06% | 2025-12-31 |
| 204 | MAGNOLIA CAPITAL ADVISORS LLC | 103,630 | $2.4M | 0.06% | 2025-12-31 |
| 205 | JMG Financial Group, Ltd. | 103,504 | $2.4M | 0.06% | 2025-12-31 |
| 206 | M1 Capital Management LLC | 102,858 | $2.4M | 0.06% | 2025-12-31 |
| 207 | Strategic Blueprint, LLC | 101,242 | $2.4M | 0.06% | 2025-12-31 |
| 208 | Envestnet Portfolio Solutions, Inc. | 101,212 | $2.4M | 0.06% | 2025-12-31 |
| 209 | Gen-Wealth Partners Inc | 100,623 | $2.4M | 0.06% | 2025-12-31 |
| 210 | Livet Wealth, LLC | 98,155 | $2.3M | 0.06% | 2025-12-31 |
| 211 | Oldfather Financial Services, LLC | 97,111 | $2.3M | 0.06% | 2025-12-31 |
| 212 | BALLAST ADVISORS LLC | 97,032 | $2.3M | 0.06% | 2025-12-31 |
| 213 | Bangor Savings Bank | 96,397 | $2.3M | 0.06% | 2025-12-31 |
| 214 | Carnegie Investment Counsel | 95,672 | $2.2M | 0.05% | 2025-12-31 |
| 215 | Orion Porfolio Solutions, LLC | 95,623 | $2.2M | 0.05% | 2025-12-31 |
| 216 | Vantage Financial Partners, LLC | 91,892 | $2.1M | 0.05% | 2025-12-31 |
| 217 | RDA Financial Network | 90,653 | $2.1M | 0.05% | 2025-12-31 |
| 218 | DIVERSIFY WEALTH MANAGEMENT, LLC | 89,974 | $2.1M | 0.05% | 2025-12-31 |
| 219 | VERUS CAPITAL PARTNERS, LLC | 89,964 | $2.1M | 0.05% | 2025-12-31 |
| 220 | BUSH INVESTMENT GROUP, LLC | 87,925 | $2.1M | 0.05% | 2025-12-31 |
| 221 | Avidian Wealth Enterprises, LLC | 88,120 | $2.1M | 0.05% | 2025-12-31 |
| 222 | Sightline Wealth Advisors, LLC | 86,689 | $2.0M | 0.05% | 2025-12-31 |
| 223 | BCWM, LLC | 86,677 | $2.0M | 0.05% | 2025-12-31 |
| 224 | STERLING INVESTMENT MANAGEMENT, LLC | 86,013 | $2.0M | 0.05% | 2025-12-31 |
| 225 | Retirement Planning Group, LLC | 85,345 | $2.0M | 0.05% | 2025-12-31 |
| 226 | FIRETHORN WEALTH PARTNERS, LLC | 85,116 | $2.0M | 0.05% | 2025-12-31 |
| 227 | Ancora Advisors LLC | 84,952 | $2.0M | 0.05% | 2025-12-31 |
| 228 | Dorato Capital Management | 83,801 | $2.0M | 0.05% | 2025-12-31 |
| 229 | Alaska Wealth Advisors | 84,021 | $2.0M | 0.05% | 2025-12-31 |
| 230 | Wealthspire Advisors, LLC | 81,725 | $1.9M | 0.05% | 2025-12-31 |
| 231 | Midwest Capital Advisors, LLC | 80,517 | $1.9M | 0.05% | 2025-12-31 |
| 232 | Blossom Wealth Management | 80,334 | $1.9M | 0.05% | 2025-12-31 |
| 233 | K2 Financial Inc. | 78,358 | $1.8M | 0.04% | 2025-12-31 |
| 234 | ADAMSBROWN WEALTH CONSULTANTS LLC | 77,207 | $1.8M | 0.04% | 2025-12-31 |
| 235 | ProVise Management Group, LLC | 76,885 | $1.8M | 0.04% | 2025-12-31 |
| 236 | IFG Advisory, LLC | 75,517 | $1.8M | 0.04% | 2025-12-31 |
| 237 | Kestra Advisory Services, LLC | 74,932 | $1.8M | 0.04% | 2025-12-31 |
| 238 | WBH ADVISORY INC | 72,661 | $1.7M | 0.04% | 2025-12-31 |
| 239 | ACT WEALTH MANAGEMENT, LLC | 70,925 | $1.7M | 0.04% | 2025-12-31 |
| 240 | Powers Advisory Group, LLC | 70,428 | $1.6M | 0.04% | 2025-12-31 |
| 241 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 70,156 | $1.6M | 0.04% | 2025-12-31 |
| 242 | CAPTRUST FINANCIAL ADVISORS | 70,079 | $1.6M | 0.04% | 2025-12-31 |
| 243 | Eley Financial Management, Inc | 69,788 | $1.6M | 0.04% | 2025-12-31 |
| 244 | Park Edge Advisors, LLC | 69,505 | $1.6M | 0.04% | 2025-12-31 |
| 245 | Csenge Advisory Group | 69,320 | $1.6M | 0.04% | 2025-12-31 |
| 246 | Cherry Tree Wealth Management, LLC | 68,842 | $1.6M | 0.04% | 2025-12-31 |
| 247 | SUTTON PLACE INVESTORS LLC | 68,078 | $1.6M | 0.04% | 2025-12-31 |
| 248 | Merkkuri Wealth Advisors LLC | 66,420 | $1.6M | 0.04% | 2025-12-31 |
| 249 | Gambit Capital Management, LLC | 65,859 | $1.5M | 0.04% | 2025-12-31 |
| 250 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | 64,989 | $1.5M | 0.04% | 2025-12-31 |
| 251 | Smart Portfolios, LLC | 64,000 | $1.5M | 0.04% | 2025-12-31 |
| 252 | Stockman Wealth Management, Inc. | 63,025 | $1.5M | 0.03% | 2025-12-31 |
| 253 | Chicago Partners Investment Group LLC | 61,444 | $1.4M | 0.03% | 2025-12-31 |
| 254 | HHM Wealth Advisors, LLC | 61,490 | $1.4M | 0.03% | 2025-12-31 |
| 255 | Farnam Financial LLC | 61,135 | $1.4M | 0.03% | 2025-12-31 |
| 256 | MSH Capital Advisors LLC | 60,750 | $1.4M | 0.03% | 2025-12-31 |
| 257 | Beacon Financial Advisory LLC | 60,073 | $1.4M | 0.03% | 2025-12-31 |
| 258 | Coordinated Financial Services, Inc. | 59,638 | $1.4M | 0.03% | 2025-12-31 |
| 259 | Rialto Wealth Management, LLC | 59,604 | $1.4M | 0.03% | 2025-12-31 |
| 260 | Seneca Financial Advisors LLC | 59,469 | $1.4M | 0.03% | 2025-12-31 |
| 261 | Sculati Wealth Management, LLC | 59,135 | $1.4M | 0.03% | 2025-12-31 |
| 262 | Capital Management Associates, Inc | 58,870 | $1.4M | 0.03% | 2025-12-31 |
| 263 | HB Wealth Management, LLC | 57,526 | $1.3M | 0.03% | 2025-12-31 |
| 264 | Heritage Family Offices, LLP | 57,292 | $1.3M | 0.03% | 2025-12-31 |
| 265 | Sage Financial Management Group, Inc. | 56,957 | $1.3M | 0.03% | 2025-12-31 |
| 266 | Smartleaf Asset Management LLC | 56,604 | $1.3M | 0.03% | 2025-12-31 |
| 267 | Vermillion Wealth Management, Inc. | 56,503 | $1.3M | 0.03% | 2025-12-31 |
| 268 | Graves Light Lenhart Wealth, Inc. | 56,107 | $1.3M | 0.03% | 2025-12-31 |
| 269 | CENTRAL TRUST Co | 55,870 | $1.3M | 0.03% | 2025-12-31 |
| 270 | Private Advisor Group, LLC | 55,636 | $1.3M | 0.03% | 2025-12-31 |
| 271 | WealthTrak Capital Management LLC | 55,599 | $1.3M | 0.03% | 2025-12-31 |
| 272 | OMC Financial Services LTD | 55,400 | $1.3M | 0.03% | 2025-12-31 |
| 273 | Twele Capital Management, Inc. | 54,925 | $1.3M | 0.03% | 2025-12-31 |
| 274 | Empirical Asset Management, LLC | 54,799 | $1.3M | 0.03% | 2025-12-31 |
| 275 | Shared Vision Wealth Group LLC | 54,312 | $1.3M | 0.03% | 2025-12-31 |
| 276 | SeaCrest Wealth Management, LLC | 53,949 | $1.3M | 0.03% | 2025-12-31 |
| 277 | GK Wealth Management LLC | 52,372 | $1.2M | 0.03% | 2025-12-31 |
| 278 | Brookwood Investment Group LLC | 50,745 | $1.2M | 0.03% | 2025-12-31 |
| 279 | Modera Wealth Management, LLC | 50,199 | $1.2M | 0.03% | 2025-12-31 |
| 280 | Latitude Advisors, LLC | 48,784 | $1.1M | 0.03% | 2025-12-31 |
| 281 | Ausdal Financial Partners, Inc. | 48,472 | $1.1M | 0.03% | 2025-12-31 |
| 282 | NBT BANK N A /NY | 48,272 | $1.1M | 0.03% | 2025-12-31 |
| 283 | W ADVISORS, LLC | 48,025 | $1.1M | 0.03% | 2025-12-31 |
| 284 | Hobbs Wealth Management, LLC | 46,932 | $1.1M | 0.02% | 2025-12-31 |
| 285 | Milestones Private Investment Advisors LLC | 46,931 | $1.1M | 0.02% | 2025-12-31 |
| 286 | Kohmann Bosshard Financial Services, LLC | 46,513 | $1.1M | 0.02% | 2025-12-31 |
| 287 | Integrity Advisory Solutions, LLC | 46,382 | $1.1M | 0.02% | 2025-12-31 |
| 288 | Great Waters Wealth Management | 45,759 | $1.1M | 0.02% | 2025-12-31 |
| 289 | Fortis Capital Advisors, LLC | 45,119 | $1.1M | 0.02% | 2025-12-31 |
| 290 | Belpointe Asset Management LLC | 45,119 | $1.1M | 0.02% | 2025-12-31 |
| 291 | Crabel Capital Management, LLC | 45,108 | $1.1M | 0.02% | 2025-12-31 |
| 292 | Pinnacle Family Advisors, LLC | 42,227 | $986.8K | 0.02% | 2025-12-31 |
| 293 | Shearwater Capital LLC | 41,789 | $976.6K | 0.02% | 2025-12-31 |
| 294 | Mission Creek Capital Partners, Inc. | 41,384 | $967.1K | 0.02% | 2025-12-31 |
| 295 | Signet Investment Advisory Group, Inc. | 41,134 | $961.3K | 0.02% | 2025-12-31 |
| 296 | Koshinski Asset Management, Inc. | 40,993 | $958.0K | 0.02% | 2025-12-31 |
| 297 | Parkway Wealth Management Group, LLC | 40,617 | $949.2K | 0.02% | 2025-12-31 |
| 298 | TD PRIVATE CLIENT WEALTH LLC | 39,993 | $934.6K | 0.02% | 2025-12-31 |
| 299 | Geometric Wealth Advisors | 39,754 | $929.1K | 0.02% | 2025-12-31 |
| 300 | TRUIST FINANCIAL CORP | 39,520 | $923.6K | 0.02% | 2025-12-31 |
| 301 | Empower Advisory Group, LLC | 39,228 | $916.8K | 0.02% | 2025-12-31 |
| 302 | Catalina Capital Group, LLC | 39,082 | $913.4K | 0.02% | 2025-12-31 |
| 303 | Claro Advisors LLC | 38,913 | $909.4K | 0.02% | 2025-12-31 |
| 304 | CUTLER INVESTMENT COUNSEL LLC | 38,894 | $908.9K | 0.02% | 2025-12-31 |
| 305 | RCS Financial Planning, LLC | 38,421 | $897.9K | 0.02% | 2025-12-31 |
| 306 | Orcam Financial Group | 37,957 | $887.1K | 0.02% | 2025-12-31 |
| 307 | FIDELIS iM, LLC | 37,360 | $873.1K | 0.02% | 2025-12-31 |
| 308 | True North Advisors, LLC | 37,336 | $872.5K | 0.02% | 2025-12-31 |
| 309 | NOVUS ADVISORS, LLC | 37,101 | $867.0K | 0.02% | 2025-12-31 |
| 310 | OMNI 360 Wealth, Inc. | 36,910 | $867.0K | 0.02% | 2025-12-31 |
| 311 | HILL ISLAND FINANCIAL LLC | 36,847 | $861.1K | 0.02% | 2025-12-31 |
| 312 | Investment Research Partners LLC | 36,600 | $855.3K | 0.02% | 2025-12-31 |
| 313 | VERITY Wealth Advisors | 35,914 | $839.3K | 0.02% | 2025-12-31 |
| 314 | Signal Advisors Wealth, LLC | 35,847 | $837.8K | 0.02% | 2025-12-31 |
| 315 | Clear Creek Financial Management, LLC | 35,711 | $834.6K | 0.02% | 2025-12-31 |
| 316 | Prime Capital Investment Advisors, LLC | 35,636 | $832.8K | 0.02% | 2025-12-31 |
| 317 | Davis Wealth Advisors, LLC | 35,605 | $832.1K | 0.02% | 2025-12-31 |
| 318 | Roundview Capital LLC | 35,366 | $826.5K | 0.02% | 2025-12-31 |
| 319 | Lido Advisors, LLC | 34,724 | $814.6K | 0.02% | 2025-12-31 |
| 320 | Advisory Services Network, LLC | 34,852 | $814.5K | 0.02% | 2025-12-31 |
| 321 | NFP Retirement, Inc. | 34,466 | $805.5K | 0.02% | 2025-12-31 |
| 322 | U.S. Capital Wealth Advisors, LLC | 34,442 | $804.9K | 0.02% | 2025-12-31 |
| 323 | JUNCTURE WEALTH STRATEGIES, LLC | 33,695 | $787.5K | 0.02% | 2025-12-31 |
| 324 | MARIPAU WEALTH MANAGEMENT LLC | 33,457 | $781.9K | 0.02% | 2025-12-31 |
| 325 | Plan A Wealth LLC | 33,113 | $773.9K | 0.02% | 2025-12-31 |
| 326 | RHL GROUP, LLC | 33,017 | $771.6K | 0.02% | 2025-12-31 |
| 327 | Sharkey, Howes & Javer | 32,839 | $767.4K | 0.02% | 2025-12-31 |
| 328 | JFS WEALTH ADVISORS, LLC | 32,788 | $766.3K | 0.02% | 2025-12-31 |
| 329 | MISSION WEALTH MANAGEMENT, LP | 32,739 | $765.1K | 0.02% | 2025-12-31 |
| 330 | WJ Financial Advisors LLC | 32,155 | $751.5K | 0.02% | 2025-12-31 |
| 331 | KINGSWOOD WEALTH ADVISORS, LLC | 31,925 | $746.1K | 0.01% | 2025-12-31 |
| 332 | TRANSCEND CAPITAL ADVISORS, LLC | 31,877 | $745.0K | 0.01% | 2025-12-31 |
| 333 | D L CARLSON INVESTMENT GROUP INC | 31,504 | $736.2K | 0.01% | 2025-12-31 |
| 334 | MGO ONE SEVEN LLC | 31,503 | $736.2K | 0.01% | 2025-12-31 |
| 335 | CWC Advisors, LLC. | 31,278 | $731.0K | 0.01% | 2025-12-31 |
| 336 | Resurgent Financial Advisors LLC | 31,164 | $728.3K | 0.01% | 2025-12-31 |
| 337 | Gradient Capital Advisors, LLC | 30,184 | $705.4K | 0.01% | 2025-12-31 |
| 338 | Sonoma Private Wealth LLC | 30,179 | $705.3K | 0.01% | 2025-12-31 |
| 339 | Legacy Wealth Management, Inc | 30,075 | $702.9K | 0.01% | 2025-12-31 |
| 340 | Garde Capital, Inc. | 29,856 | $700.7K | 0.01% | 2025-12-31 |
| 341 | Sowell Financial Services LLC | 28,620 | $668.8K | 0.01% | 2025-12-31 |
| 342 | Ignite Planners, LLC | 28,460 | $667.4K | 0.01% | 2025-12-31 |
| 343 | Leading Edge Financial Planning LLC | 28,501 | $666.1K | 0.01% | 2025-12-31 |
| 344 | Advisory Alpha, LLC | 27,804 | $649.8K | 0.01% | 2025-12-31 |
| 345 | Net Worth Advisory Group | 27,631 | $645.7K | 0.01% | 2025-12-31 |
| 346 | EverSource Wealth Advisors, LLC | 27,250 | $636.8K | 0.01% | 2025-12-31 |
| 347 | Stratos Wealth Advisors, LLC | 27,030 | $631.7K | 0.01% | 2025-12-31 |
| 348 | Appalachian Capital Management Ltd | 26,594 | $621.5K | 0.01% | 2025-12-31 |
| 349 | Alpha Omega Wealth Management LLC | 26,480 | $618.8K | 0.01% | 2025-12-31 |
| 350 | VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 25,810 | $603.2K | 0.01% | 2025-12-31 |
| 351 | Western Financial Corp/CA | 25,698 | $600.6K | 0.01% | 2025-12-31 |
| 352 | RKL Wealth Management LLC | 25,696 | $600.5K | 0.01% | 2025-12-31 |
| 353 | Laraway Financial Advisors Inc | 25,334 | $592.0K | 0.01% | 2025-12-31 |
| 354 | Schneider Downs Wealth Management Advisors, LP | 25,182 | $588.5K | 0.01% | 2025-12-31 |
| 355 | FAS Wealth Partners, Inc. | 25,055 | $585.5K | 0.01% | 2025-12-31 |
| 356 | Texas Yale Capital Corp. | 24,518 | $573.0K | 0.01% | 2025-12-31 |
| 357 | Sovran Advisors, LLC | 24,372 | $571.5K | 0.01% | 2025-12-31 |
| 358 | Sequoia Financial Advisors, LLC | 24,417 | $570.6K | 0.01% | 2025-12-31 |
| 359 | PFG Advisors | 24,056 | $562.2K | 0.01% | 2025-12-31 |
| 360 | Seek First Inc. | 24,044 | $561.9K | 0.01% | 2025-12-31 |
| 361 | WESBANCO BANK INC | 23,957 | $559.9K | 0.01% | 2025-12-31 |
| 362 | KESTRA PRIVATE WEALTH SERVICES, LLC | 23,836 | $557.0K | 0.01% | 2025-12-31 |
| 363 | L2 Asset Management, LLC | 23,706 | $554.0K | 0.01% | 2025-12-31 |
| 364 | LUTS & GREENLEIGH GROUP, INC | 23,412 | $547.1K | 0.01% | 2025-12-31 |
| 365 | SAWGRASS ASSET MANAGEMENT LLC | 23,402 | $546.9K | 0.01% | 2025-12-31 |
| 366 | VestGen Advisors, LLC | 23,309 | $544.7K | 0.01% | 2025-12-31 |
| 367 | Corient Private Wealth LLC | 23,276 | $544.3K | 0.01% | 2025-12-31 |
| 368 | Liberty Capital Management, Inc. | 23,130 | $540.5K | 0.01% | 2025-12-31 |
| 369 | Asempa Wealth Advisors | 23,086 | $539.5K | 0.01% | 2025-12-31 |
| 370 | Values Added Financial LLC | 23,062 | $539.0K | 0.01% | 2025-12-31 |
| 371 | NORTHERN TRUST CORP | 22,916 | $535.5K | 0.01% | 2025-12-31 |
| 372 | Payne Capital LLC | 22,719 | $530.9K | 0.01% | 2025-12-31 |
| 373 | Carroll Advisory Group, LLC | 22,204 | $518.9K | 0.01% | 2025-12-31 |
| 374 | Entelevest, LLC | 22,081 | $516.0K | 0.01% | 2025-12-31 |
| 375 | US BANCORP \DE\ | 21,994 | $514.0K | 0.01% | 2025-12-31 |
| 376 | Bigelow Investment Advisors, LLC | 21,716 | $507.5K | 0.01% | 2025-12-31 |
| 377 | RBA Wealth Management, LLC | 21,395 | $500.0K | 0.01% | 2025-12-31 |
| 378 | Haven Private, LLC | 21,228 | $496.1K | 0.01% | 2025-12-31 |
| 379 | Vise Technologies, Inc. | 21,177 | $494.9K | 0.01% | 2025-12-31 |
| 380 | Investment Planning Advisors, Inc. | 21,146 | $494.2K | 0.01% | 2025-12-31 |
| 381 | Badgley Phelps Wealth Managers, LLC | 20,976 | $490.2K | 0.01% | 2025-12-31 |
| 382 | New Harbor Financial Group, LLC | 20,900 | $488.4K | 0.01% | 2025-12-31 |
| 383 | Ridgeline Wealth, LLC | 20,888 | $488.2K | 0.01% | 2025-12-31 |
| 384 | Kelman-Lazarov, Inc. | 20,845 | $487.1K | 0.01% | 2025-12-31 |
| 385 | RCW Management, LLC | 20,609 | $481.6K | 0.01% | 2025-12-31 |
| 386 | Parallel Advisors, LLC | 20,470 | $478.4K | 0.01% | 2025-12-31 |
| 387 | Balboa Wealth Partners | 20,426 | $477.4K | 0.01% | 2025-12-31 |
| 388 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 20,253 | $473.3K | 0.01% | 2025-12-31 |
| 389 | AXXCESS WEALTH MANAGEMENT, LLC | 20,042 | $468.4K | 0.01% | 2025-12-31 |
| 390 | WEALTHGARDEN F.S. LLC | 19,894 | $466.7K | 0.01% | 2025-12-31 |
| 391 | Hardin Capital Partners, LLC | 19,906 | $465.2K | 0.01% | 2025-12-31 |
| 392 | RETIREMENT GUYS FORMULA LLC | 19,798 | $462.7K | 0.01% | 2025-12-31 |
| 393 | Wedmont Private Capital | 19,610 | $459.3K | 0.01% | 2025-12-31 |
| 394 | UNIVEST FINANCIAL Corp | 19,621 | $458.5K | 0.01% | 2025-12-31 |
| 395 | FINANCIAL CONSULATE, INC | 19,368 | $452.6K | 0.01% | 2025-12-31 |
| 396 | ONE Advisory Partners, LLC | 19,258 | $450.1K | 0.01% | 2025-12-31 |
| 397 | Faithward Advisors, LLC | 18,759 | $438.4K | 0.01% | 2025-12-31 |
| 398 | Sentinus, LLC | 18,728 | $437.7K | 0.01% | 2025-12-31 |
| 399 | Fulcrum Equity Management | 18,547 | $435.3K | 0.01% | 2025-12-31 |
| 400 | SAX WEALTH ADVISORS, LLC | 18,482 | $431.9K | 0.01% | 2025-12-31 |
| 401 | Dentgroup LLC | 18,425 | $430.6K | 0.01% | 2025-12-31 |
| 402 | Versant Capital Management, Inc | 17,968 | $419.9K | 0.01% | 2025-12-31 |
| 403 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 17,810 | $416.2K | 0.01% | 2025-12-31 |
| 404 | One Capital Management, LLC | 17,740 | $414.6K | 0.01% | 2025-12-31 |
| 405 | Embree Financial Group | 17,612 | $411.6K | 0.01% | 2025-12-31 |
| 406 | Apollon Wealth Management, LLC | 17,577 | $410.8K | 0.01% | 2025-12-31 |
| 407 | Bowman & Co S.C. | 17,396 | $406.6K | 0.01% | 2025-12-31 |
| 408 | HERITAGE OAK WEALTH ADVISORS LLC | 17,169 | $401.2K | 0.01% | 2025-12-31 |
| 409 | Pure Financial Advisors, LLC | 16,766 | $391.8K | 0.01% | 2025-12-31 |
| 410 | MONEYWISE, INC. | 16,704 | $390.4K | 0.01% | 2025-12-31 |
| 411 | WealthPlan Investment Management, LLC | 16,467 | $384.8K | 0.01% | 2025-12-31 |
| 412 | Courage Miller Partners, LLC | 16,460 | $384.7K | 0.01% | 2025-12-31 |
| 413 | Joule Financial, LLC | 16,383 | $382.9K | 0.01% | 2025-12-31 |
| 414 | Fermata Advisors, LLC | 16,252 | $379.8K | 0.01% | 2025-12-31 |
| 415 | Lansing Street Advisors | 16,184 | $378.2K | 0.01% | 2025-12-31 |
| 416 | EVOLUTION WEALTH MANAGEMENT INC. | 15,917 | $372.0K | 0.00% | 2025-12-31 |
| 417 | Cooper Financial Group | 15,588 | $364.3K | 0.00% | 2025-12-31 |