BLACKROCK ETF TRUST II
CUSIP 092528603
Blackrock Etf Trust II has 770 institutional holders in Filings Flow’s 13F database, together reporting 283.91M shares worth $14.4B as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Blackrock, Inc., and Lpl Financial LLC.
Institutional Holders
770
Q1 2026
Reported Value
$14.4B
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Lanham O'Dell & Company, Inc.$347M AUM | 20.31% | $71M | 1.34M | Q4 2025OLDER |
| Grantvest Financial Group LLC$154M AUM | 20.08% | $31M | 597.5K | Q1 2026OLDER |
| Pacific Sage Partners, LLC$636M AUM | 9.58% | $61M | 1.17M | Q1 2026OLDER |
| Vivid Wealth Management, LLC$247M AUM | 9.20% | $23M | 437.7K | Q1 2026OLDER |
| SIGNAL TREE FINANCIAL PARTNERS LLC$132M AUM | 8.43% | $11M | 214.9K | Q1 2026OLDER |
| J. Mark Nickell & Co.$207M AUM | 7.60% | $8M | 162.0K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 7.59% | $288M | 5.55M | Q1 2026OLDER |
| GTS FINANCIAL, LLC$126M AUM | 7.33% | $9M | 176.8K | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 7.14% | $45M | 861.8K | Q1 2026OLDER |
| STAR Financial Bank$212M AUM | 6.55% | $14M | 267.3K | Q1 2026OLDER |
| Marest Capital, LLC$173M AUM | 6.14% | $11M | 204.3K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 6.07% | $31M | 589.8K | Q2 2026 |
| MJP ASSOCIATES INC /ADV$824M AUM | 5.63% | $46M | 893.5K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 5.47% | $68M | 1.30M | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 5.44% | $624M | 12.03M | Q1 2026OLDER |
| Strong Tower Advisory Services$531M AUM | 5.38% | $29M | 551.0K | Q1 2026OLDER |
| WJ Wealth Management, LLC$214M AUM | 5.36% | $11M | 220.4K | Q1 2026OLDER |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 5.33% | $19M | 358.5K | Q1 2026OLDER |
| Frisch Financial Group, Inc.$478M AUM | 5.19% | $25M | 477.6K | Q1 2026OLDER |
| Wharton Business Group, LLC$2.6B AUM | 5.09% | $135M | 2.59M | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 4.91% | $18M | 347.1K | Q1 2026OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 4.90% | $9M | 174.7K | Q1 2026OLDER |
| Refined Wealth Management$158M AUM | 4.86% | $8M | 148.2K | Q1 2026OLDER |
| Bedminster, LLC$107M AUM | 4.64% | $5M | 96.0K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 4.64% | $13M | 250.0K | Q2 2026 |
| Vantage Financial Partners, LLC$493M AUM | 4.62% | $23M | 431.4K | Q4 2025OLDER |
| LHM, INC.$254M AUM | 4.50% | $11M | 220.0K | Q1 2026OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 4.46% | $12M | 237.7K | Q1 2026OLDER |
| Ducere Wealth Management LLC$259M AUM | 4.43% | $11M | 217.1K | Q1 2026OLDER |
| Centerline Wealth Advisors, LLC$319M AUM | 4.39% | $14M | 267.6K | Q2 2026 |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 4.29% | $8M | 157.5K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 4.23% | $62M | 1.19M | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 4.17% | $7M | 135.9K | Q1 2026OLDER |
| Eaton Financial Holdings Company, LLC$305M AUM | 4.16% | $13M | 244.7K | Q1 2026OLDER |
| Bauman Advisory Group, LLC$143M AUM | 4.15% | $6M | 113.9K | Q1 2026OLDER |
| Bay Rivers Group$293M AUM | 3.94% | $12M | 220.8K | Q2 2026 |
| Kelly Financial Services LLC$467M AUM | 3.88% | $18M | 346.7K | Q2 2026 |
| Storen Legacy Partners, LLC$367M AUM | 3.80% | $14M | 266.1K | Q2 2026 |
| Peak Wealth Management LLC$122M AUM | 3.80% | $5M | 89.1K | Q1 2026OLDER |
| Royal Harbor Partners, LLC$295M AUM | 3.76% | $11M | 213.8K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 3.75% | $11M | 216.9K | Q1 2026OLDER |
| Alternative Investment Advisors, LLC.$229M AUM | 3.74% | $9M | 165.1K | Q1 2026OLDER |
| Liberty Atlantic Advisors LLC$117M AUM | 3.72% | $4M | 83.7K | Q1 2026OLDER |
| Johnson Bixby & Associates, LLC$806M AUM | 3.58% | $29M | 555.5K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 3.50% | $22M | 416.1K | Q3 2025OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 3.43% | $46M | 880.9K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 3.38% | $47M | 898.3K | Q1 2026OLDER |
| Legacy Financial Group LLC$795M AUM | 3.37% | $27M | 516.5K | Q1 2026OLDER |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 3.01% | $4M | 74.1K | Q2 2026 |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 2.93% | $6M | 105.9K | Q2 2026 |
| Lineweaver Wealth Advisors, LLC$845M AUM | 2.92% | $25M | 471.8K | Q2 2026 |
| Faithward Advisors, LLC$701M AUM | 2.91% | $20M | 392.8K | Q1 2026OLDER |
| MCMORGAN & CO LLC$618M AUM | 2.90% | $18M | 345.0K | Q1 2026OLDER |
| Scissortail Wealth Management, LLC$498M AUM | 2.88% | $14M | 276.0K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 2.83% | $18M | 344.0K | Q1 2026OLDER |
| Jeter Robert S II$100M AUM | 2.77% | $3M | 53.1K | Q1 2026OLDER |
| New Capital Management LP$406M AUM | 2.76% | $11M | 215.5K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 2.76% | $5M | 99.0K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 2.73% | $62M | 1.20M | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 2.71% | $149M | 2.86M | Q1 2026OLDER |
| TABLEAUX LLC$206M AUM | 2.66% | $5M | 105.9K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 2.65% | $6M | 106.0K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 2.65% | $14M | 267.4K | Q2 2026 |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 2.64% | $10M | 188.1K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 2.63% | $17M | 328.5K | Q1 2026OLDER |
| Finhabits Advisors LLC$108M AUM | 2.61% | $3M | 54.5K | Q1 2026OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 2.58% | $7M | 139.1K | Q2 2026 |
| Joseph P. Lucia & Associates, LLC$280M AUM | 2.52% | $7M | 135.9K | Q1 2026OLDER |
| ArborFi Advisors, LLC$122M AUM | 2.52% | $3M | 59.4K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 2.51% | $8M | 144.6K | Q1 2026OLDER |
| Carson Advisory Inc.$193M AUM | 2.49% | $5M | 92.5K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 2.47% | $20M | 380.4K | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 2.43% | $4M | 72.2K | Q1 2026OLDER |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 2.42% | $3M | 49.7K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 2.41% | $33M | 630.7K | Q2 2026 |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 2.35% | $21M | 394.6K | Q2 2026 |
| Tidemark, LLC$393M AUM | 2.29% | $9M | 173.4K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 2.27% | $10M | 192.6K | Q1 2026OLDER |
| Box Hill Private Wealth LLC$125M AUM | 2.25% | $3M | 53.6K | Q2 2026 |
| Autumn Glory Partners, LLC$272M AUM | 2.24% | $6M | 117.4K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 2.16% | $5M | 102.0K | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 2.15% | $6M | 112.5K | Q1 2026OLDER |
| RMR Capital Management, LLC$138M AUM | 2.11% | $3M | 56.1K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 2.10% | $10M | 196.4K | Q4 2025OLDER |
| Breakwater Capital Group$833M AUM | 2.10% | $17M | 333.6K | Q2 2026 |
| Vines Capital Management, LLC$101M AUM | 2.09% | $2M | 40.6K | Q1 2026OLDER |
| Foundry Financial LLC$236M AUM | 2.05% | $5M | 93.0K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 2.04% | $9M | 179.0K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 2.02% | $141M | 2.71M | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 1.97% | $8M | 163.4K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 1.96% | $6M | 116.6K | Q1 2026OLDER |
| Daviman Financial, LLC$169M AUM | 1.92% | $3M | 62.6K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 1.90% | $2M | 42.2K | Q1 2026OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 1.89% | $6M | 112.2K | Q1 2026OLDER |
| Masso Torrence Wealth Management Inc.$240M AUM | 1.89% | $5M | 85.2K | Q3 2025OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 1.89% | $2M | 45.9K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 1.87% | $4M | 77.2K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 1.87% | $3M | 55.7K | Q1 2026OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 1.86% | $18M | 344.2K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 1.85% | $17M | 318.4K | Q1 2026OLDER |
| Asio Capital, LLC$712M AUM | 1.83% | $13M | 251.3K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 1.76% | $3M | 61.4K | Q4 2025OLDER |
| Americana Partners, LLC$3.9B AUM | 1.75% | $68M | 1.30M | Q1 2026OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 1.73% | $9M | 173.7K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 1.72% | $13M | 239.1K | Q1 2026OLDER |
| LINCOLN CAPITAL CORP$272M AUM | 1.69% | $5M | 88.5K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 1.69% | $2M | 35.0K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 1.69% | $16M | 309.3K | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$174M AUM | 1.69% | $3M | 56.3K | Q2 2026 |
| Atlatl Advisers LLC$135M AUM | 1.69% | $2M | 43.8K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 1.69% | $3M | 62.7K | Q2 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM | 1.68% | $8M | 150.1K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 1.65% | $3M | 62.3K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 1.64% | $95M | 1.84M | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 1.64% | $3M | 61.2K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 1.61% | $7M | 135.5K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 1.60% | $3M | 50.9K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 1.59% | $2M | 46.7K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 1.58% | $283M | 5.44M | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 1.58% | $12M | 238.9K | Q1 2026OLDER |
| Lunt Capital Management, Inc.$260M AUM | 1.56% | $4M | 78.2K | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 1.56% | $4M | 75.8K | Q1 2026OLDER |
| Buttonwood Financial Group, LLC$163M AUM | 1.55% | $3M | 48.6K | Q1 2026OLDER |
| Foundry Financial Group, Inc.$202M AUM | 1.54% | $3M | 59.9K | Q1 2026OLDER |
| Town Capital LLC$124M AUM | 1.53% | $2M | 36.4K | Q2 2026 |
| ONE Advisory Partners, LLC$324M AUM | 1.53% | $5M | 95.3K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 1.52% | $116M | 2.21M | Q2 2026 |
| Owen LaRue, LLC$261M AUM | 1.51% | $4M | 76.0K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 1.50% | $8M | 148.6K | Q1 2026OLDER |
| Elevated Financial Group LLC$308M AUM | 1.47% | $5M | 87.0K | Q1 2026OLDER |
| Cobblestone Asset Management LLC$222M AUM | 1.47% | $3M | 62.8K | Q1 2026OLDER |
| FSA Investment Group, LLC$248M AUM | 1.44% | $4M | 68.7K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 1.37% | $3M | 52.7K | Q1 2026OLDER |
| Royal Capital Wealth Management, LLC$161M AUM | 1.37% | $2M | 42.4K | Q1 2026OLDER |
| Chatterton & Associates Inc.$143M AUM | 1.37% | $2M | 37.4K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 1.34% | $3M | 48.7K | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 1.33% | $3M | 64.3K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 1.32% | $16M | 304.5K | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 1.30% | $4M | 69.4K | Q1 2026OLDER |
| Sherman Wealth Management LLC$133M AUM | 1.29% | $2M | 32.7K | Q2 2026 |
| Certus Wealth Management, LLC$167M AUM | 1.26% | $2M | 39.4K | Q3 2025OLDER |
| Synergy Investment Management, LLC$306M AUM | 1.25% | $4M | 73.6K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 1.25% | $4M | 73.7K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$223M AUM | 1.23% | $3M | 52.6K | Q2 2026 |
| FINANCIAL LIFE ADVISORS$321M AUM | 1.20% | $4M | 74.4K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 1.17% | $7M | 126.1K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 1.16% | $7M | 129.0K | Q2 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 1.15% | $48M | 928.1K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 1.14% | $15M | 295.0K | Q1 2026OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 1.11% | $3M | 55.4K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 1.10% | $1M | 25.9K | Q1 2026OLDER |
| Williams & Novak, LLC$151M AUM | 1.10% | $2M | 31.7K | Q2 2026 |
| BOS Asset Management, LLC$392M AUM | 1.10% | $4M | 82.6K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 1.09% | $9M | 172.8K | Q2 2026 |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 1.09% | $2M | 33.6K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 1.08% | $8M | 150.9K | Q1 2026OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 1.08% | $2M | 35.4K | Q1 2026OLDER |
| CORRADO ADVISORS, LLC$192M AUM | 1.08% | $2M | 39.7K | Q1 2026OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 1.07% | $2M | 36.0K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 1.06% | $4M | 76.4K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 1.05% | $4M | 77.8K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 1.04% | $8M | 149.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 1.02% | $36M | 693.1K | Q1 2026OLDER |
| HCR Wealth Advisors$1.1B AUM | 1.00% | $11M | 214.0K | Q2 2026 |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.99% | $2M | 39.8K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.99% | $13M | 240.9K | Q1 2026OLDER |
| EQ LLC$355M AUM | 0.97% | $3M | 66.6K | Q1 2026OLDER |
| 4J Wealth Management LLC$176M AUM | 0.96% | $2M | 32.6K | Q1 2026OLDER |
| J.M. Arbour, LLC$104M AUM | 0.96% | $1M | 19.3K | Q1 2026OLDER |
| Davis Wealth Advisors, LLC$120M AUM | 0.96% | $1M | 22.2K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.95% | $1M | 28.7K | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.95% | $6M | 115.2K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.94% | $2M | 45.9K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.94% | $4M | 71.8K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.93% | $9M | 178.8K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.92% | $6M | 112.6K | Q1 2026OLDER |
| Apex Wealth Management, LLC$146M AUM | 0.92% | $1M | 25.9K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.92% | $123M | 2.37M | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.91% | $24M | 465.8K | Q1 2026OLDER |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.90% | $5M | 92.8K | Q4 2025OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.90% | $7M | 138.7K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.89% | $24M | 468.5K | Q1 2026OLDER |
| J.E. Simmons & Co., P.C.$150M AUM | 0.88% | $1M | 25.5K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.86% | $2M | 33.5K | Q3 2025OLDER |
| Financial Planning Hawaii, Inc.$170M AUM | 0.84% | $1M | 27.5K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.84% | $11M | 213.5K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.83% | $41M | 798.6K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 0.83% | $5M | 94.0K | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 0.83% | $8M | 158.5K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.82% | $7M | 132.0K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 0.81% | $3M | 53.3K | Q1 2026OLDER |
| Merited Wealth, LLC$121M AUM | 0.81% | $978,118 | 18.8K | Q1 2026OLDER |
| Lansing Street Advisors$397M AUM | 0.80% | $3M | 61.2K | Q1 2026OLDER |
| HFG Advisors, Inc.$142M AUM | 0.80% | $1M | 20.9K | Q4 2025OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.80% | $802,059 | 15.4K | Q1 2026OLDER |
| Cadia Private Client LLC$123M AUM | 0.80% | $981,651 | 18.9K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.79% | $2M | 31.0K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.79% | $1M | 24.4K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.79% | $12M | 233.7K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.79% | $2M | 44.2K | Q2 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.79% | $19M | 362.4K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.77% | $25M | 483.5K | Q1 2026OLDER |
| Bluesphere Advisors LLC$281M AUM | 0.77% | $2M | 41.5K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.76% | $7M | 142.2K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 0.76% | $1M | 22.7K | Q4 2025OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.75% | $1M | 27.2K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.75% | $2M | 31.2K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 0.75% | $896,831 | 17.3K | Q2 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.74% | $34M | 660.6K | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 0.74% | $2M | 42.5K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.73% | $64M | 1.20M | Q3 2025OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 0.73% | $2M | 45.2K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.73% | $7M | 128.0K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.72% | $13M | 242.4K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.71% | $6M | 121.6K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.71% | $73M | 1.40M | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.71% | $6M | 124.1K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.70% | $2M | 44.6K | Q1 2026OLDER |
| Members Advisory Group LLC$292M AUM | 0.70% | $2M | 39.2K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.70% | $3M | 55.8K | Q2 2026 |
| Canvas Wealth Advisors, LLC$588M AUM | 0.70% | $4M | 78.9K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.69% | $933,338 | 18.0K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.69% | $3M | 63.3K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 0.69% | $17M | 329.4K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.69% | $1M | 19.3K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 0.69% | $1M | 26.3K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.68% | $4M | 81.5K | Q2 2026 |
| Castle Rock Wealth Management, LLC$509M AUM | 0.68% | $3M | 66.4K | Q2 2026 |
| Embree Financial Group$849M AUM | 0.67% | $6M | 109.8K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 0.67% | $2M | 31.2K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.67% | $121M | 2.32M | Q1 2026OLDER |
| First Growth Capital LLC$111M AUM | 0.67% | $738,824 | 14.3K | Q1 2026OLDER |
| Mengis Capital Management, Inc.$581M AUM | 0.66% | $4M | 74.3K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.66% | $6M | 123.9K | Q2 2026 |
| THEORY FINANCIAL LLC$285M AUM | 0.66% | $2M | 36.1K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.66% | $17M | 324.8K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.65% | $1M | 26.5K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.65% | $2M | 43.8K | Q1 2026OLDER |
| Sculati Wealth Management, LLC$271M AUM | 0.64% | $2M | 33.5K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 0.62% | $1M | 20.6K | Q3 2025OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.62% | $1M | 23.4K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.61% | $80M | 1.53M | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 0.60% | $690,451 | 13.3K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.60% | $33M | 642.0K | Q2 2026 |
| Goldstein Advisors, LLC$900M AUM | 0.60% | $5M | 103.8K | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 0.59% | $1M | 25.8K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.59% | $17M | 327.5K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.58% | $1M | 20.6K | Q1 2026OLDER |
| REICON WEALTH ADVISORS, LLC$132M AUM | 0.57% | $757,607 | 14.6K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.56% | $71M | 1.36M | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.56% | $8M | 155.1K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.56% | $9M | 165.9K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.56% | $6M | 108.3K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.55% | $5M | 105.5K | Q1 2026OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.54% | $1M | 23.6K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.54% | $2M | 34.6K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.54% | $23M | 446.0K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.54% | $23M | 444.5K | Q1 2026OLDER |
| Strategic Equity Management$266M AUM | 0.53% | $1M | 27.1K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.52% | $3M | 50.1K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.52% | $9M | 173.5K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 0.52% | $1M | 20.3K | Q4 2025OLDER |
| LARCH CAPITAL PARTNERS LLC$690M AUM | 0.52% | $4M | 68.5K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.51% | $40M | 774.5K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.51% | $1M | 28.3K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.51% | $882,550 | 17.0K | Q1 2026OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 0.50% | $855,372 | 16.5K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 0.50% | $837,176 | 16.1K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 0.50% | $3M | 48.4K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.48% | $2M | 35.1K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 0.48% | $4M | 82.3K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 0.48% | $2M | 47.4K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.47% | $962,805 | 18.5K | Q2 2026 |
| ASL Financial, LLC$125M AUM | 0.47% | $584,628 | 11.3K | Q1 2026OLDER |
| EWA, LLC$548M AUM | 0.46% | $3M | 48.4K | Q2 2026 |
| Avid Wealth Partners LLC$212M AUM | 0.46% | $973,739 | 18.8K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.46% | $34M | 645.6K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.45% | $4M | 71.6K | Q3 2025OLDER |
| BUSH INVESTMENT GROUP, LLC$179M AUM | 0.45% | $806,167 | 15.3K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.45% | $19M | 372.9K | Q1 2026OLDER |
| L & S Advisors Inc$795M AUM | 0.45% | $4M | 68.8K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.45% | $39M | 743.2K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.44% | $643,747 | 12.4K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.44% | $10M | 190.0K | Q1 2026OLDER |
| M1 Capital Management LLC$217M AUM | 0.44% | $956,399 | 18.4K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.44% | $1M | 22.0K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.43% | $3M | 59.1K | Q1 2026OLDER |
| MA Private Wealth$591M AUM | 0.43% | $3M | 49.2K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.42% | $7M | 130.6K | Q1 2026OLDER |
| Payne Capital LLC$109M AUM | 0.42% | $456,080 | 8.8K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.42% | $3M | 60.6K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.42% | $1M | 22.2K | Q3 2025OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.41% | $958,393 | 18.2K | Q4 2025OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 0.41% | $634,727 | 12.1K | Q2 2026 |
| Csenge Advisory Group$2.2B AUM | 0.40% | $9M | 170.3K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.40% | $506,737 | 9.7K | Q2 2026 |
| MAI Capital Management$17.7B AUM | 0.39% | $70M | 1.34M | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.39% | $1M | 20.7K | Q1 2026OLDER |
| RiverTree Advisors, LLC$158M AUM | 0.39% | $617,136 | 11.9K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.38% | $2M | 29.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.38% | $139M | 2.67M | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 0.38% | $460,723 | 8.9K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.38% | $2M | 29.7K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.38% | $33M | 641.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.38% | $1.4B | 27.04M | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.37% | $865,783 | 16.7K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.37% | $944,591 | 18.2K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.36% | $30M | 586.8K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.36% | $466,228 | 9.0K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.36% | $3M | 64.1K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.36% | $804,759 | 15.5K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.36% | $659,511 | 12.7K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.35% | $5M | 86.2K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.35% | $5M | 89.2K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.35% | $3M | 53.1K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.34% | $2M | 30.9K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.34% | $6M | 112.5K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.34% | $3M | 51.8K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.33% | $505,655 | 9.7K | Q1 2026OLDER |
| Bull Harbor Capital LLC$373M AUM | 0.33% | $1M | 24.0K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.33% | $1M | 27.9K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.33% | $50M | 957.0K | Q1 2026OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 0.32% | $485,857 | 9.4K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.32% | $6M | 117.1K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.32% | $587,536 | 11.3K | Q1 2026OLDER |
| Triton Wealth Management, PLLC$270M AUM | 0.32% | $865,695 | 16.7K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.32% | $2M | 44.9K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.31% | $8M | 159.2K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.31% | $439,016 | 8.5K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.31% | $12M | 230.4K | Q2 2026 |
| Vigil Wealth Management, LLC$124M AUM | 0.31% | $384,230 | 7.4K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.31% | $3M | 49.5K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.31% | $989,294 | 19.0K | Q2 2026 |
| RDA Financial Network$459M AUM | 0.30% | $1M | 26.6K | Q2 2026 |
| Fairvoy Private Wealth, LLC$419M AUM | 0.30% | $1M | 24.3K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.30% | $583,447 | 11.2K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.30% | $2M | 42.8K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.30% | $27M | 515.8K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.30% | $643,900 | 12.4K | Q1 2026OLDER |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 0.29% | $305,816 | 5.9K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.29% | $1M | 24.5K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.29% | $6M | 107.0K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.29% | $651,680 | 12.5K | Q1 2026OLDER |
| GatePass Capital, LLC$214M AUM | 0.29% | $617,811 | 11.9K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.29% | $18M | 344.2K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.29% | $481,316 | 9.3K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.28% | $4M | 72.1K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.28% | $46M | 884.0K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.28% | $2M | 29.9K | Q1 2026OLDER |
| Hobbs Wealth Management, LLC$101M AUM | 0.28% | $281,720 | 5.4K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.28% | $17M | 332.2K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.28% | $1M | 19.4K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.27% | $1M | 23.9K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.27% | $861,272 | 16.6K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 0.27% | $781,335 | 15.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.27% | $251M | 4.83M | Q1 2026OLDER |
| ETF Store, Inc.$103M AUM | 0.27% | $272,826 | 5.3K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.27% | $2M | 45.9K | Q1 2026OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 0.26% | $960,787 | 18.5K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.26% | $1M | 20.7K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.26% | $453M | 8.72M | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.26% | $21M | 406.0K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.26% | $1M | 21.9K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.25% | $4M | 79.5K | Q1 2026OLDER |
| Commerce Advisors, LLC$119M AUM | 0.25% | $300,956 | 5.8K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.25% | $2M | 31.5K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.25% | $1M | 21.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.25% | $93M | 1.80M | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 0.24% | $829,395 | 16.0K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.24% | $1M | 23.0K | Q1 2026OLDER |
| Fortis Advisors, LLC$200M AUM | 0.23% | $464,501 | 8.9K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.23% | $253,226 | 4.9K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.23% | $1M | 23.1K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.23% | $796,827 | 15.1K | Q4 2025OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.23% | $2M | 35.2K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.22% | $431,746 | 8.3K | Q1 2026OLDER |
| Juno Financial Group LLC$255M AUM | 0.22% | $564,864 | 10.9K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.22% | $498,013 | 9.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.22% | $819M | 15.78M | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.22% | $8M | 156.3K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.21% | $3M | 60.2K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.21% | $586,134 | 11.3K | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 0.21% | $504,240 | 9.7K | Q1 2026OLDER |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.21% | $451,184 | 8.6K | Q4 2025OLDER |
| KPP Advisory Services LLC$689M AUM | 0.21% | $1M | 27.7K | Q1 2026OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 0.21% | $308,337 | 5.9K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.21% | $12M | 221.4K | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.21% | $2M | 44.2K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.20% | $6M | 122.2K | Q4 2025OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.20% | $980,593 | 18.9K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.20% | $758,851 | 14.4K | Q1 2026OLDER |
| Pullen Investment Management, LLC$199M AUM | 0.20% | $402,873 | 7.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.20% | $11M | 215.8K | Q4 2025OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.20% | $521,202 | 10.0K | Q2 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.20% | $15M | 284.0K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.20% | $9M | 181.1K | Q1 2026OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 0.20% | $797,853 | 15.2K | Q2 2026 |
| MSH Capital Advisors LLC$472M AUM | 0.20% | $932,657 | 18.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.20% | $21M | 402.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.20% | $54M | 1.04M | Q2 2026 |
| MONEYWISE, INC.$229M AUM | 0.20% | $446,570 | 8.6K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.19% | $353,384 | 6.8K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.19% | $375,661 | 7.2K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.19% | $1M | 23.2K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.19% | $220,674 | 4.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.19% | $9M | 175.3K | Q1 2026OLDER |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 0.19% | $1M | 25.1K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.19% | $1M | 27.5K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.19% | $2M | 36.5K | Q2 2026 |
| Skyline Advisors, Inc.$287M AUM | 0.19% | $531,298 | 10.2K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.18% | $11M | 207.5K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.18% | $2M | 38.7K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.18% | $329,340 | 6.3K | Q1 2026OLDER |
| Adalta Capital Management LLC$209M AUM | 0.18% | $379,089 | 7.3K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.18% | $543,087 | 10.5K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.18% | $201,096 | 3.9K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 0.18% | $268,997 | 5.2K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.18% | $10M | 186.0K | Q1 2026OLDER |
| LANE BROTHERS & CO INC$137M AUM | 0.17% | $234,814 | 4.5K | Q1 2026OLDER |
| First Financial Group Corp$122M AUM | 0.17% | $207,454 | 4.0K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.17% | $15M | 284.2K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.17% | $405,224 | 7.8K | Q1 2026OLDER |
| Carbahal Olsen Financial Services Group, LLC$125M AUM | 0.17% | $218,943 | 4.1K | Q4 2025OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.17% | $2M | 30.7K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.17% | $1M | 28.5K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.17% | $5M | 101.9K | Q2 2026 |
| Integrity Advisory Solutions, LLC$757M AUM | 0.16% | $1M | 23.8K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.16% | $1M | 26.9K | Q1 2026OLDER |
| SOFI WEALTH, LLC$2.1B AUM | 0.16% | $3M | 64.1K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.16% | $1M | 27.4K | Q2 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.16% | $2M | 42.8K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.15% | $832,756 | 16.0K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.15% | $3M | 51.9K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.15% | $203,202 | 3.9K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.15% | $6M | 123.5K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.15% | $552,120 | 10.6K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.15% | $20M | 388.4K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.15% | $936,492 | 17.6K | Q3 2025OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.15% | $1M | 19.4K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.15% | $2M | 32.9K | Q2 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.15% | $572,858 | 11.0K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.15% | $587,692 | 11.3K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.14% | $13M | 256.4K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.14% | $4M | 81.9K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.14% | $3M | 48.6K | Q1 2026OLDER |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 0.14% | $969,170 | 18.7K | Q1 2026OLDER |
| Sellwood Investment Partners LLC$254M AUM | 0.14% | $360,288 | 6.9K | Q1 2026OLDER |
| Chokshi & Queen Wealth Advisors, Inc$187M AUM | 0.14% | $264,843 | 5.1K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.14% | $842,253 | 16.2K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.14% | $626,276 | 12.1K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.14% | $307,301 | 5.8K | Q3 2025OLDER |
| BCU Wealth Advisors, LLC$301M AUM | 0.14% | $415,766 | 7.9K | Q2 2026 |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.14% | $840,779 | 16.2K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.14% | $2M | 30.8K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.14% | $6M | 122.3K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.13% | $575,537 | 11.1K | Q1 2026OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 0.13% | $551,204 | 10.6K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.13% | $1M | 19.3K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.13% | $1M | 19.4K | Q3 2025OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.13% | $491,187 | 9.5K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.13% | $486,273 | 9.4K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.13% | $171,992 | 3.3K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.13% | $267,180 | 5.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.13% | $27M | 515.0K | Q1 2026OLDER |
| Aventus Investment Advisors, Inc.$118M AUM | 0.13% | $148,052 | 2.9K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.12% | $4M | 75.1K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.12% | $731,157 | 14.1K | Q1 2026OLDER |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.$168M AUM | 0.12% | $206,993 | 4.0K | Q1 2026OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.12% | $2M | 47.4K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.12% | $1M | 26.2K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.12% | $5M | 93.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.12% | $86M | 1.66M | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.12% | $2M | 43.1K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.12% | $2M | 34.0K | Q2 2026 |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.12% | $381,232 | 7.3K | Q1 2026OLDER |
| Richard P Slaughter Associates Inc$463M AUM | 0.12% | $533,321 | 10.3K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.11% | $9M | 178.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.11% | $78M | 1.50M | Q1 2026OLDER |
| SWMG, LLC$350M AUM | 0.11% | $396,589 | 7.6K | Q1 2026OLDER |
| LongView Wealth Management$390M AUM | 0.11% | $438,852 | 8.4K | Q2 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.11% | $3M | 48.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.11% | $29M | 565.5K | Q1 2026OLDER |
| Cherry Creek Investment Advisors, Inc.$230M AUM | 0.11% | $252,410 | 4.9K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.11% | $20M | 386.9K | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 0.11% | $265,256 | 5.1K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 0.11% | $831,552 | 16.0K | Q1 2026OLDER |
| PENNINGTON PARTNERS & CO., LLC$292M AUM | 0.11% | $269,127 | 5.1K | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.11% | $526,674 | 10.2K | Q1 2026OLDER |
| Sheridan Capital Management, LLC$190M AUM | 0.11% | $203,164 | 3.8K | Q3 2025OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.11% | $475,203 | 9.2K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.11% | $6M | 108.0K | Q2 2026 |
| Legacy Capital Group California, Inc.$263M AUM | 0.11% | $279,525 | 5.4K | Q1 2026OLDER |
| Chris Bulman Inc$228M AUM | 0.10% | $238,255 | 4.6K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.10% | $9M | 179.3K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.10% | $6M | 122.5K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 0.10% | $278,865 | 5.4K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 0.10% | $286,425 | 5.4K | Q4 2025OLDER |
| Sonoma Allocations LLC$322M AUM | 0.10% | $280,841 | 5.3K | Q3 2025OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.10% | $402,091 | 7.7K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.10% | $1M | 25.9K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.