ALPS ETF TR
CUSIP 00162Q452
Alps Etf Tr has 798 institutional holders in Filings Flow’s 13F database, together reporting 105.06M shares worth $5.3B as of Q1 2026. The largest reported holders are Morgan Stanley, Bank Of America Corp /De/, and Wells Fargo & Company/Mn.
Institutional Holders
798
Q1 2026
Reported Value
$5.3B
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO$245M AUM | 10.88% | $27M | 506.8K | Q1 2026OLDER |
| VISTA FINANCE, LLC$126M AUM | 9.17% | $12M | 219.5K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 8.85% | $71M | 1.35M | Q1 2026OLDER |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM | 6.64% | $13M | 242.4K | Q1 2026OLDER |
| SEARCY FINANCIAL SERVICES INC /ADV$270M AUM | 6.05% | $16M | 309.7K | Q1 2026OLDER |
| Granby Capital Management, LLC$174M AUM | 6.03% | $11M | 200.0K | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 5.48% | $25M | 474.3K | Q1 2026OLDER |
| New Harbor Financial Group, LLC$567M AUM | 5.43% | $27M | 570.5K | Q3 2025OLDER |
| Artesa Financial Group, LLC$105M AUM | 4.21% | $4M | 83.9K | Q1 2026OLDER |
| Lake Hills Wealth Management, LLC$220M AUM | 3.76% | $7M | 127.7K | Q1 2026OLDER |
| IronBridge Private Wealth, LLC$310M AUM | 3.68% | $11M | 217.0K | Q1 2026OLDER |
| Prota Financial, LLC$152M AUM | 3.46% | $5M | 101.8K | Q2 2026 |
| RS CRUM INC.$517M AUM | 3.39% | $18M | 333.0K | Q1 2026OLDER |
| Madison Park Capital Advisors, LLC$140M AUM | 3.30% | $5M | 25.0K | Q2 2026 |
| Truffle Hound Capital, LLC$386M AUM | 3.27% | $13M | 240.0K | Q1 2026OLDER |
| FORTEM FINANCIAL GROUP, LLC$399M AUM | 3.25% | $13M | 245.7K | Q1 2026OLDER |
| Left Brain Wealth Management, LLC$255M AUM | 3.20% | $8M | 154.7K | Q1 2026OLDER |
| STERLING INVESTMENT MANAGEMENT, LLC$167M AUM | 3.09% | $5M | 98.0K | Q1 2026OLDER |
| 5th Street Advisors, LLC$232M AUM | 3.08% | $7M | 136.0K | Q1 2026OLDER |
| TT Capital Management LLC$121M AUM | 3.02% | $4M | 69.5K | Q1 2026OLDER |
| Brick & Kyle, Associates$303M AUM | 2.83% | $9M | 162.6K | Q2 2026 |
| Element Wealth, LLC$242M AUM | 2.73% | $7M | 125.6K | Q1 2026OLDER |
| Allen Investment Management, LLC$8.1B AUM | 2.61% | $211M | 4.01M | Q1 2026OLDER |
| Cypress Capital Management LLC (WY)$108M AUM | 2.58% | $3M | 53.0K | Q1 2026OLDER |
| Haven Private, LLC$230M AUM | 2.57% | $6M | 112.1K | Q1 2026OLDER |
| ALLEN WEALTH MANAGEMENT, LLC$200M AUM | 2.48% | $5M | 94.3K | Q1 2026OLDER |
| Hegarty Advisors, LLC$127M AUM | 2.42% | $3M | 58.4K | Q1 2026OLDER |
| BARD ASSOCIATES INC$398M AUM | 2.28% | $9M | 172.7K | Q1 2026OLDER |
| HERBST GROUP, LLC$183M AUM | 2.17% | $4M | 76.6K | Q2 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 2.13% | $22M | 424.9K | Q1 2026OLDER |
| MUHLENKAMP & CO INC$380M AUM | 2.09% | $8M | 150.6K | Q1 2026OLDER |
| Violich Capital Management, Inc.$855M AUM | 2.08% | $18M | 337.6K | Q1 2026OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 2.03% | $24M | 453.4K | Q1 2026OLDER |
| CONTINENTAL ADVISORS LLC$196M AUM | 2.01% | $4M | 74.7K | Q1 2026OLDER |
| Bullseye Investment Management, LLC$164M AUM | 1.98% | $3M | 62.7K | Q4 2025OLDER |
| TKG Advisors, LLC$242M AUM | 1.97% | $5M | 90.5K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 1.92% | $20M | 383.0K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 1.90% | $13M | 254.3K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 1.84% | $2M | 33.8K | Q4 2025OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 1.72% | $32M | 610.3K | Q1 2026OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 1.71% | $2M | 37.7K | Q1 2026OLDER |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 1.65% | $3M | 60.1K | Q2 2026 |
| Elgethun Capital Management$605M AUM | 1.65% | $10M | 189.3K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 1.65% | $10M | 183.9K | Q1 2026OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 1.64% | $5M | 86.0K | Q1 2026OLDER |
| RiverTree Advisors, LLC$158M AUM | 1.56% | $2M | 46.7K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 1.52% | $15M | 292.2K | Q1 2026OLDER |
| Wills Financial Group LLC$265M AUM | 1.52% | $4M | 75.8K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 1.47% | $10M | 183.2K | Q1 2026OLDER |
| HC Advisors, LLC$149M AUM | 1.43% | $2M | 40.7K | Q1 2026OLDER |
| OAK FAMILY ADVISORS, LLC$355M AUM | 1.41% | $5M | 94.9K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 1.38% | $3M | 59.6K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 1.36% | $11M | 210.8K | Q1 2026OLDER |
| ARDSLEY ADVISORY PARTNERS LP$784M AUM | 1.34% | $11M | 200.0K | Q1 2026OLDER |
| G&S Capital LLC$285M AUM | 1.34% | $4M | 72.5K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 1.30% | $6M | 110.7K | Q1 2026OLDER |
| Capstone Wealth Management Group LLC$163M AUM | 1.28% | $2M | 39.6K | Q1 2026OLDER |
| Smart Portfolios, LLC$100M AUM | 1.28% | $1M | 28.3K | Q3 2025OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 1.28% | $19M | 361.6K | Q1 2026OLDER |
| Clare Market Investments LLC$478M AUM | 1.27% | $6M | 115.3K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 1.26% | $4M | 81.6K | Q1 2026OLDER |
| STANSBERRY ASSET MANAGEMENT, LLC$973M AUM | 1.25% | $12M | 231.8K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 1.20% | $3M | 64.4K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 1.18% | $22M | 410.5K | Q1 2026OLDER |
| Boyce & Associates Wealth Consulting, Inc.$132M AUM | 1.17% | $2M | 29.3K | Q1 2026OLDER |
| Collar Capital Management, LLC$155M AUM | 1.17% | $2M | 34.3K | Q1 2026OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 1.15% | $6M | 107.7K | Q1 2026OLDER |
| Palouse Capital Management, Inc.$160M AUM | 1.14% | $2M | 35.2K | Q2 2026 |
| Valtrion Capital Management, LLC$106M AUM | 1.11% | $1M | 22.5K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 1.11% | $6M | 134.5K | Q4 2025OLDER |
| Oak Harvest Investment Services$958M AUM | 1.10% | $11M | 200.0K | Q1 2026OLDER |
| SAM Advisors, LLC$319M AUM | 1.09% | $3M | 66.2K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 1.08% | $7M | 139.7K | Q1 2026OLDER |
| Mills Wealth Advisors LLC$318M AUM | 1.07% | $3M | 65.8K | Q2 2026 |
| COWA, LLC$371M AUM | 1.07% | $4M | 75.1K | Q1 2026OLDER |
| Sculati Wealth Management, LLC$271M AUM | 1.05% | $3M | 53.9K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 1.03% | $13M | 247.8K | Q1 2026OLDER |
| Payne Capital Management, LLC$331M AUM | 1.03% | $3M | 64.8K | Q1 2026OLDER |
| HFG Wealth Management, LLC$182M AUM | 1.02% | $2M | 35.0K | Q1 2026OLDER |
| CURA WEALTH ADVISORS, LLC$223M AUM | 1.01% | $2M | 42.9K | Q1 2026OLDER |
| Total Wealth Planning & Management, Inc.$135M AUM | 0.98% | $1M | 25.3K | Q1 2026OLDER |
| Hilton Capital Management, LLC$1.3B AUM | 0.96% | $13M | 242.7K | Q1 2026OLDER |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 0.96% | $2M | 30.4K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.95% | $3M | 70.3K | Q4 2025OLDER |
| Perissos Private Wealth Management, LLC$115M AUM | 0.92% | $1M | 20.2K | Q1 2026OLDER |
| Stillwater Wealth Management Group$162M AUM | 0.92% | $1M | 28.2K | Q1 2026OLDER |
| Regency Capital Management Inc.\DE$224M AUM | 0.92% | $2M | 46.8K | Q4 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.91% | $15M | 286.2K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 0.90% | $3M | 48.5K | Q1 2026OLDER |
| Intrinsic Edge Capital Management LLC$603M AUM | 0.87% | $5M | 100.0K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 0.86% | $2M | 42.2K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.83% | $4M | 67.3K | Q1 2026OLDER |
| Value Investment Professionals, LLC$119M AUM | 0.83% | $987,479 | 28.6K | Q2 2026 |
| Granite Group Advisors, LLC$165M AUM | 0.82% | $1M | 25.6K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.82% | $5M | 97.8K | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 0.82% | $2M | 31.3K | Q1 2026OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 0.80% | $11M | 208.8K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.79% | $16M | 297.6K | Q1 2026OLDER |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.$168M AUM | 0.78% | $1M | 25.0K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.78% | $3M | 64.1K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.77% | $7M | 132.9K | Q1 2026OLDER |
| HEFFERNAN ADVISORY, INC$108M AUM | 0.77% | $828,343 | 15.7K | Q1 2026OLDER |
| Keewaydin Investments LLC$317M AUM | 0.76% | $2M | 46.0K | Q1 2026OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.76% | $14M | 272.7K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.75% | $6M | 119.8K | Q1 2026OLDER |
| OneAscent Family Office, LLC$143M AUM | 0.72% | $1M | 19.7K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.70% | $9M | 166.0K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.68% | $3M | 56.4K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.68% | $6M | 113.9K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.67% | $2M | 34.2K | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 0.67% | $1M | 24.9K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.67% | $53M | 1.01M | Q1 2026OLDER |
| Genesis Financial Group, LLC$158M AUM | 0.66% | $1M | 19.7K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.65% | $4M | 77.3K | Q2 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.65% | $1M | 24.2K | Q1 2026OLDER |
| Waratah Capital Advisors Ltd.$2.6B AUM | 0.63% | $19M | 400.0K | Q4 2025OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.63% | $7M | 124.5K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 0.62% | $1M | 19.8K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.62% | $2M | 32.7K | Q1 2026OLDER |
| MBA Advisors LLC$260M AUM | 0.61% | $2M | 30.3K | Q1 2026OLDER |
| Tandem Financial, LLC$314M AUM | 0.60% | $2M | 35.6K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.59% | $5M | 88.6K | Q1 2026OLDER |
| ArchPoint Investors$420M AUM | 0.58% | $2M | 46.3K | Q1 2026OLDER |
| Sound Financial Strategies Group, LLC$147M AUM | 0.57% | $832,080 | 15.8K | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.55% | $5M | 94.4K | Q1 2026OLDER |
| EVEXIA WEALTH LLC$364M AUM | 0.55% | $2M | 38.2K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.54% | $3M | 48.8K | Q1 2026OLDER |
| AXS Investments LLC$290M AUM | 0.54% | $2M | 33.3K | Q1 2026OLDER |
| Delta Investment Management, LLC$559M AUM | 0.54% | $3M | 57.3K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.54% | $1M | 19.3K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.54% | $15M | 278.6K | Q1 2026OLDER |
| RED CRANE WEALTH MANAGEMENT, LLC$122M AUM | 0.53% | $644,758 | 12.2K | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 0.53% | $3M | 64.1K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.52% | $8M | 160.9K | Q4 2025OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.49% | $2M | 46.1K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.48% | $3M | 50.4K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.48% | $5M | 94.9K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.48% | $1M | 20.8K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.48% | $8M | 157.5K | Q1 2026OLDER |
| Argos Wealth Advisors, LLC$348M AUM | 0.46% | $2M | 30.7K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.45% | $3M | 51.6K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.45% | $831,907 | 15.8K | Q1 2026OLDER |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.44% | $2M | 41.0K | Q1 2026OLDER |
| Barry Investment Advisors, LLC$478M AUM | 0.44% | $2M | 40.4K | Q2 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC$119M AUM | 0.42% | $503,360 | 9.6K | Q1 2026OLDER |
| J2 Capital Management Inc$146M AUM | 0.42% | $611,729 | 11.6K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.41% | $2M | 33.4K | Q4 2025OLDER |
| MAINSAIL ASSET MANAGEMENT, LLC$223M AUM | 0.40% | $902,037 | 17.1K | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 0.40% | $1M | 20.4K | Q1 2026OLDER |
| WP Advisors, LLC$387M AUM | 0.40% | $2M | 29.4K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.40% | $722,800 | 13.7K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.40% | $5M | 88.3K | Q2 2026 |
| Tradewinds, LLC.$310M AUM | 0.39% | $2M | 35.0K | Q4 2025OLDER |
| Fortis Advisors, LLC$200M AUM | 0.39% | $783,160 | 14.9K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.39% | $2M | 42.4K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.39% | $728,572 | 13.8K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.39% | $935,255 | 17.8K | Q1 2026OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.39% | $1M | 27.7K | Q1 2026OLDER |
| BFI Infinity Ltd.$178M AUM | 0.38% | $582,261 | 12.4K | Q3 2025OLDER |
| Powell Investment Advisors, LLC$290M AUM | 0.38% | $1M | 21.2K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.38% | $15M | 294.3K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.38% | $3M | 53.9K | Q1 2026OLDER |
| Windsor Advisory Group, LLC$120M AUM | 0.38% | $455,336 | 8.7K | Q1 2026OLDER |
| Sunbeam Capital Management, LLC$175M AUM | 0.38% | $655,421 | 12.5K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.37% | $671,634 | 12.8K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.37% | $1M | 21.2K | Q2 2026 |
| GREATMARK INVESTMENT PARTNERS, INC.$854M AUM | 0.36% | $3M | 59.1K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.36% | $2M | 30.1K | Q1 2026OLDER |
| URS Advisory LLC$137M AUM | 0.36% | $496,508 | 9.4K | Q1 2026OLDER |
| Enclave Advisors LLC$729M AUM | 0.36% | $3M | 50.0K | Q1 2026OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.36% | $1M | 26.4K | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.35% | $4M | 74.8K | Q1 2026OLDER |
| Covenant Asset Management, LLC$664M AUM | 0.35% | $2M | 44.1K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.34% | $3M | 58.0K | Q3 2025OLDER |
| Indivisible Partners$1.1B AUM | 0.34% | $4M | 73.0K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.34% | $10M | 189.9K | Q1 2026OLDER |
| Auour Investments LLC$318M AUM | 0.33% | $1M | 19.7K | Q1 2026OLDER |
| TMB Capital Partners, LLC$297M AUM | 0.31% | $928,096 | 17.6K | Q1 2026OLDER |
| Clarity Financial LLC$919M AUM | 0.31% | $3M | 53.9K | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 0.31% | $568,887 | 10.8K | Q1 2026OLDER |
| Kastel Capital Advisors, LLC$158M AUM | 0.30% | $479,260 | 9.1K | Q2 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.30% | $6M | 109.1K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.29% | $658,861 | 12.5K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 0.29% | $719,182 | 13.8K | Q1 2026OLDER |
| TME FINANCIAL, INC.$144M AUM | 0.29% | $419,910 | 8.0K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.28% | $3M | 52.5K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.28% | $432,661 | 8.4K | Q1 2026OLDER |
| Trask Adam Roland$106M AUM | 0.28% | $294,468 | 5.6K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.28% | $659,792 | 12.5K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.28% | $1M | 20.7K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.27% | $3M | 49.3K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 0.27% | $522,266 | 10.0K | Q2 2026 |
| WealthTrust Axiom LLC$406M AUM | 0.27% | $1M | 20.8K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.26% | $453,806 | 8.6K | Q1 2026OLDER |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$2.0B AUM | 0.26% | $5M | 100.0K | Q1 2026OLDER |
| NorthStar Asset Management LLC /NJ/$207M AUM | 0.26% | $532,008 | 10.1K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.26% | $500,291 | 9.5K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.25% | $21M | 393.5K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.25% | $1M | 26.4K | Q2 2026 |
| Beirne Wealth Consulting Services, LLC$503M AUM | 0.25% | $1M | 24.6K | Q2 2026 |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 0.25% | $410,381 | 7.8K | Q1 2026OLDER |
| Pingora Partners LLC$169M AUM | 0.25% | $413,645 | 7.9K | Q1 2026OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.25% | $32M | 602.8K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.24% | $2M | 42.7K | Q1 2026OLDER |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 0.24% | $253,935 | 4.8K | Q1 2026OLDER |
| Redwood Family Wealth LLC$102M AUM | 0.24% | $247,300 | 4.7K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.24% | $1M | 20.6K | Q1 2026OLDER |
| Aventail Capital Group, LP$2.1B AUM | 0.24% | $5M | 94.4K | Q1 2026OLDER |
| STAR Financial Bank$212M AUM | 0.24% | $503,554 | 9.6K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.24% | $756,905 | 14.4K | Q1 2026OLDER |
| RFP Financial Group LLC$184M AUM | 0.24% | $436,323 | 8.3K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.24% | $1M | 20.2K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.23% | $564,617 | 10.7K | Q1 2026OLDER |
| Allred Capital Management, LLC$275M AUM | 0.23% | $636,502 | 12.1K | Q1 2026OLDER |
| Gutierrez Wealth Advisory, LLC$161M AUM | 0.23% | $372,165 | 7.1K | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 0.23% | $799,735 | 15.4K | Q2 2026 |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.23% | $480,481 | 9.1K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.23% | $14M | 267.4K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.23% | $1M | 26.1K | Q1 2026OLDER |
| Hollow Brook Wealth Management LLC$392M AUM | 0.22% | $866,507 | 16.5K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.22% | $1M | 24.9K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.22% | $4M | 70.3K | Q1 2026OLDER |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 0.22% | $3M | 53.0K | Q1 2026OLDER |
| Prepared Retirement Institute LLC$202M AUM | 0.21% | $432,163 | 8.2K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.21% | $2M | 34.7K | Q1 2026OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.21% | $1M | 25.4K | Q1 2026OLDER |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM | 0.21% | $4M | 69.9K | Q1 2026OLDER |
| RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM | 0.21% | $741,576 | 14.1K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.21% | $382,588 | 7.3K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.21% | $762,385 | 14.5K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.21% | $2M | 45.7K | Q1 2026OLDER |
| Vigilare Wealth Management$326M AUM | 0.21% | $680,324 | 13.1K | Q2 2026 |
| Ergawealth Advisors, Inc.$226M AUM | 0.21% | $471,343 | 9.0K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.21% | $1M | 25.7K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 0.20% | $915,936 | 17.4K | Q1 2026OLDER |
| WEALTH EFFECTS LLC$282M AUM | 0.20% | $566,143 | 10.8K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.20% | $4M | 72.5K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.20% | $538,219 | 10.2K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.20% | $8M | 149.4K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.20% | $8M | 159.9K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 0.19% | $1M | 22.4K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.19% | $2M | 41.2K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.19% | $9M | 169.6K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.19% | $1M | 22.3K | Q1 2026OLDER |
| Ferguson Shapiro LLC$342M AUM | 0.19% | $629,048 | 11.9K | Q1 2026OLDER |
| FSA Investment Group, LLC$248M AUM | 0.19% | $308,935 | 6.6K | Q4 2025OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.18% | $3M | 62.6K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.18% | $2M | 40.5K | Q1 2026OLDER |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 0.18% | $567,981 | 10.8K | Q1 2026OLDER |
| HCR Wealth Advisors$1.1B AUM | 0.18% | $2M | 39.3K | Q2 2026 |
| SAXON INTERESTS, INC.$290M AUM | 0.18% | $526,529 | 10.0K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.18% | $4M | 66.6K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.18% | $384,920 | 7.3K | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.17% | $998,791 | 19.0K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.17% | $3M | 56.8K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.17% | $622,994 | 11.8K | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.17% | $1M | 24.9K | Q1 2026OLDER |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 0.17% | $210,560 | 4.0K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.17% | $247,278 | 5.3K | Q1 2026OLDER |
| Pinion Investment Advisors, LLC$428M AUM | 0.17% | $713,956 | 13.6K | Q1 2026OLDER |
| Millennium Capital Advisors, LLC$162M AUM | 0.17% | $268,903 | 5.1K | Q1 2026OLDER |
| DDFG, Inc$464M AUM | 0.16% | $755,436 | 14.4K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 0.16% | $425,929 | 8.1K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$179M AUM | 0.16% | $278,901 | 5.4K | Q2 2026 |
| Lindenwold Advisors, INC$212M AUM | 0.16% | $328,416 | 7.0K | Q4 2025OLDER |
| Roxbury Financial LLC$126M AUM | 0.15% | $195,243 | 3.8K | Q2 2026 |
| L.K. Benson & Company, P.C.$302M AUM | 0.15% | $466,706 | 8.9K | Q1 2026OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 0.15% | $1M | 19.9K | Q1 2026OLDER |
| Mattern Wealth Management LLC$513M AUM | 0.15% | $750,120 | 14.3K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.15% | $413,756 | 7.9K | Q1 2026OLDER |
| Hamilton Wealth, LLC$513M AUM | 0.14% | $737,478 | 14.0K | Q2 2026 |
| Envision Financial LLC$186M AUM | 0.14% | $266,177 | 5.1K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 0.14% | $379,745 | 7.2K | Q1 2026OLDER |
| EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM | 0.14% | $2M | 35.3K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.14% | $2M | 35.7K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.14% | $5M | 91.7K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.14% | $1M | 21.7K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.14% | $2M | 29.5K | Q1 2026OLDER |
| Good Steward Wealth Advisors,LLC$156M AUM | 0.14% | $200,772 | 4.3K | Q3 2025OLDER |
| Beaumont Asset Management, L.L.C.$222M AUM | 0.14% | $306,154 | 5.8K | Q1 2026OLDER |
| Kercheville Advisors, LLC$313M AUM | 0.14% | $429,016 | 8.2K | Q1 2026OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 0.14% | $492,974 | 9.4K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.14% | $583,664 | 11.1K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.13% | $12M | 220.7K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.13% | $27M | 514.7K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.13% | $8M | 151.5K | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 0.13% | $883,580 | 16.8K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.13% | $2M | 46.5K | Q1 2026OLDER |
| Madrona Financial Services, LLC$457M AUM | 0.13% | $615,022 | 13.1K | Q4 2025OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.13% | $11M | 200.2K | Q1 2026OLDER |
| Pandora Wealth, Inc.$165M AUM | 0.13% | $211,590 | 4.5K | Q4 2025OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.13% | $568,512 | 10.8K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.12% | $1M | 21.0K | Q1 2026OLDER |
| Rockport Wealth LLC$549M AUM | 0.12% | $680,840 | 12.9K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.12% | $148,694 | 2.8K | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.12% | $354,084 | 6.8K | Q2 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.12% | $520,782 | 9.9K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.12% | $1M | 20.6K | Q2 2026 |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.12% | $2M | 43.5K | Q1 2026OLDER |
| Westbourne Investment Advisors, Inc.$343M AUM | 0.12% | $405,328 | 7.7K | Q1 2026OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.12% | $339,767 | 7.2K | Q4 2025OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.12% | $834,948 | 15.9K | Q1 2026OLDER |
| LMCG INVESTMENTS, LLC$1.7B AUM | 0.12% | $2M | 37.6K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.12% | $19M | 366.8K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.12% | $1M | 19.6K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.12% | $294,784 | 5.6K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.12% | $1M | 19.1K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.12% | $330,579 | 6.3K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.11% | $813,936 | 15.5K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.11% | $536,928 | 10.2K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.11% | $438,626 | 9.3K | Q4 2025OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.11% | $273,547 | 5.3K | Q2 2026 |
| Aspen Wealth Management LLC$501M AUM | 0.11% | $564,775 | 10.7K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.11% | $5M | 89.6K | Q1 2026OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.11% | $473,760 | 9.0K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.11% | $319,997 | 6.1K | Q1 2026OLDER |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 0.11% | $232,008 | 4.4K | Q1 2026OLDER |
| Investment Research Partners LLC$246M AUM | 0.11% | $270,201 | 5.1K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.11% | $1M | 31.2K | Q4 2025OLDER |
| Americana Partners, LLC$3.9B AUM | 0.11% | $4M | 79.8K | Q1 2026OLDER |
| McGowan Group Asset Management, Inc.$785M AUM | 0.11% | $856,174 | 16.3K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.11% | $2M | 33.9K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.11% | $740,699 | 14.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.11% | $29M | 557.5K | Q2 2026 |
| OBSIDIAN CIO, LLC$111M AUM | 0.10% | $116,966 | 2.2K | Q1 2026OLDER |
| Ridgepath Capital Management LLC$201M AUM | 0.10% | $210,560 | 4.0K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.10% | $479,440 | 10.2K | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.10% | $86M | 1.63M | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.10% | $451,073 | 8.6K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.10% | $3M | 63.7K | Q1 2026OLDER |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 0.10% | $318,618 | 6.1K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.10% | $2M | 31.5K | Q1 2026OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.10% | $3M | 62.4K | Q1 2026OLDER |
| BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM | 0.10% | $266,464 | 5.1K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.10% | $3M | 62.0K | Q1 2026OLDER |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.10% | $280,013 | 5.3K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.10% | $335,033 | 6.4K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.10% | $4M | 73.6K | Q2 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.10% | $899,309 | 17.1K | Q1 2026OLDER |
| Lavaca Capital LLC$564M AUM | 0.10% | $558,467 | 11.9K | Q3 2025OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.10% | $2M | 32.4K | Q1 2026OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.10% | $3M | 62.5K | Q1 2026OLDER |
| Edge Wealth Management LLC$594M AUM | 0.10% | $565,113 | 10.9K | Q2 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.09% | $3M | 48.8K | Q1 2026OLDER |
| INSIGHT 2811, INC.$239M AUM | 0.09% | $223,562 | 4.2K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.09% | $8M | 146.9K | Q1 2026OLDER |
| Aspen Grove Capital, LLC$514M AUM | 0.09% | $470,075 | 8.9K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.09% | $1M | 25.3K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.09% | $1M | 22.9K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.09% | $256,175 | 5.4K | Q4 2025OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.09% | $2M | 32.3K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.09% | $712,482 | 13.5K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.09% | $1M | 26.3K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.09% | $4M | 72.6K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.09% | $2M | 35.4K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.09% | $3M | 52.9K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.09% | $1M | 25.9K | Q1 2026OLDER |
| Sculptor Capital LP$9.6B AUM | 0.09% | $7M | 157.4K | Q3 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.09% | $3M | 59.2K | Q1 2026OLDER |
| LongView Wealth Management$390M AUM | 0.09% | $333,644 | 6.4K | Q2 2026 |
| Financial Insights, Inc.$309M AUM | 0.09% | $263,714 | 5.0K | Q1 2026OLDER |
| DIVIDEND ASSETS CAPITAL, LLC$501M AUM | 0.08% | $420,857 | 8.0K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.08% | $165,830 | 3.1K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.08% | $127,126 | 2.4K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.08% | $5M | 96.3K | Q1 2026OLDER |
| Provident Wealth Management, LLC$331M AUM | 0.08% | $268,253 | 5.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.08% | $6M | 115.8K | Q1 2026OLDER |
| 71 West Capital Partners$2.3B AUM | 0.08% | $2M | 34.9K | Q1 2026OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 0.08% | $241,893 | 4.7K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.08% | $327,300 | 6.2K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.08% | $28M | 534.9K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.08% | $1M | 21.0K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.08% | $368,498 | 7.1K | Q2 2026 |
| Creative Planning$147.4B AUM | 0.08% | $118M | 2.25M | Q1 2026OLDER |
| MPS Loria Financial Planners, LLC$379M AUM | 0.08% | $303,002 | 5.8K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.08% | $2M | 40.7K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.08% | $4M | 68.4K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.08% | $648,367 | 12.3K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.08% | $2M | 40.5K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.08% | $7M | 137.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.08% | $4M | 69.7K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.08% | $553,143 | 11.8K | Q4 2025OLDER |
| ADG Wealth Management Group, LLC$145M AUM | 0.08% | $108,628 | 2.1K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.08% | $381,313 | 7.2K | Q1 2026OLDER |
| Shulman DeMeo Asset Management LLC$535M AUM | 0.07% | $400,265 | 7.7K | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.07% | $396M | 7.52M | Q2 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.07% | $367,617 | 7.1K | Q2 2026 |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.07% | $92,752 | 1.8K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.07% | $371,586 | 7.1K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.07% | $5M | 101.2K | Q1 2026OLDER |
| Arlington Financial Advisors, LLC$702M AUM | 0.07% | $500,080 | 9.5K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.07% | $457,270 | 9.7K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.07% | $1M | 28.2K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.07% | $4M | 72.8K | Q1 2026OLDER |
| Miller Investment Management, LP$1.0B AUM | 0.07% | $688,479 | 13.1K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.07% | $454,178 | 8.6K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.07% | $4M | 69.2K | Q2 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.07% | $1M | 25.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.07% | $45M | 863.3K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.07% | $625,363 | 11.9K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.07% | $1M | 22.3K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.07% | $311,260 | 5.9K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.07% | $5M | 102.0K | Q1 2026OLDER |
| PALLADIEM, LLC$105M AUM | 0.06% | $67,073 | 1.3K | Q1 2026OLDER |
| Redwood Park Advisors LLC$150M AUM | 0.06% | $96,051 | 1.8K | Q1 2026OLDER |
| MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM | 0.06% | $2M | 44.9K | Q4 2025OLDER |
| EPG Wealth Management LLC$369M AUM | 0.06% | $234,763 | 4.5K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.06% | $323,799 | 6.9K | Q4 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.06% | $2M | 42.7K | Q2 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.06% | $973,789 | 18.5K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.06% | $237,545 | 4.5K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.06% | $15M | 286.5K | Q1 2026OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 0.06% | $375,779 | 7.1K | Q1 2026OLDER |
| Clear Trail Advisors, LLC$601M AUM | 0.06% | $365,480 | 6.9K | Q1 2026OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.06% | $6M | 106.5K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 0.06% | $293,573 | 5.6K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.06% | $287,359 | 5.5K | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 0.06% | $219,509 | 4.2K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.06% | $16M | 295.0K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.06% | $2M | 36.0K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.06% | $209,267 | 4.0K | Q2 2026 |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.06% | $1M | 20.6K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 0.06% | $285,071 | 5.4K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.06% | $274,805 | 5.3K | Q2 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.06% | $3M | 60.5K | Q1 2026OLDER |
| FFT WEALTH MANAGEMENT LLC$552M AUM | 0.06% | $319,236 | 6.1K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.06% | $1M | 19.2K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.06% | $2M | 29.6K | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 0.06% | $228,300 | 4.3K | Q1 2026OLDER |
| Argent Advisors, Inc.$366M AUM | 0.06% | $208,033 | 4.0K | Q1 2026OLDER |
| SUMMER ROAD LLC$142M AUM | 0.06% | $80,248 | 1.5K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.06% | $2M | 33.4K | Q1 2026OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 0.06% | $61,598 | 1.2K | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.05% | $39M | 747.2K | Q1 2026OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 0.05% | $332,180 | 6.3K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.05% | $903,901 | 17.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.05% | $3M | 64.9K | Q4 2025OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.05% | $601,700 | 11.4K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.05% | $263,959 | 5.0K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.05% | $2M | 42.8K | Q1 2026OLDER |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 0.05% | $363,216 | 6.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.05% | $11M | 216.3K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.05% | $486,782 | 9.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.05% | $30M | 560.7K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.05% | $210,824 | 4.0K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.05% | $1M | 24.1K | Q2 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.05% | $10M | 200.9K | Q2 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.05% | $1M | 22.5K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.05% | $191M | 3.63M | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 0.05% | $80,118 | 1.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.05% | $54M | 1.02M | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.05% | $28M | 538.2K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.05% | $261,798 | 261.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.05% | $13M | 247.3K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.05% | $450,430 | 8.6K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.05% | $428,542 | 8.1K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.05% | $315,344 | 6.0K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.05% | $164,224 | 3.1K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.05% | $565,880 | 10.8K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.05% | $365,164 | 6.9K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.05% | $63,326 | 1.2K | Q1 2026OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.05% | $315,840 | 6.0K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.05% | $127,803 | 2.5K | Q2 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.05% | $361M | 6.86M | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.05% | $4M | 73.2K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.05% | $2M | 40.8K | Q3 2025OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 0.05% | $56,904 | 1.1K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.05% | $607,745 | 11.6K | Q1 2026OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.05% | $526,400 | 10.0K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.05% | $114,339 | 2.2K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.04% | $17M | 371.9K | Q4 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.04% | $24M | 503.5K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.04% | $41M | 784.2K | Q1 2026OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.04% | $170,659 | 3.2K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.04% | $357,554 | 6.8K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.04% | $514,764 | 9.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.04% | $139M | 2.64M | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.04% | $1M | 26.4K | Q2 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.04% | $384,347 | 7.3K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.04% | $691,467 | 14.7K | Q3 2025OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 0.04% | $1M | 21.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.04% | $8M | 147.7K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.04% | $1M | 23.5K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.04% | $394,221 | 7.5K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.04% | $4M | 71.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.04% | $2M | 36.7K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.04% | $219,404 | 4.2K | Q1 2026OLDER |
| Pioneer Family Office, LLC$156M AUM | 0.04% | $63,484 | 1.2K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.04% | $5M | 98.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.04% | $678M | 14.43M | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.04% | $4M | 72.5K | Q1 2026OLDER |
| Southland Equity Partners LLC$571M AUM | 0.04% | $230,473 | 4.4K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.04% | $8M | 150.3K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.04% | $4M | 67.1K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.04% | $20M | 374.5K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.04% | $345M | 6.56M | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.04% | $537,069 | 10.7K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.04% | $296,646 | 5.6K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.04% | $95,717 | 1.8K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.04% | $985,844 | 18.7K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.