BLACKROCK ETF TRUST
CUSIP 09290C103
Blackrock Etf Trust has 816 institutional holders in Filings Flow’s 13F database, together reporting 533.71M shares worth $30.0B as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Lpl Financial LLC, and First Command Advisory Services, Inc..
Institutional Holders
816
Q1 2026
Reported Value
$30.0B
Ticker
unmapped
private placement or foreign
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Buttonwood Financial Group, LLC$163M AUM | 18.91% | $31M | 528.3K | Q1 2026OLDER |
| FORM Wealth Advisors, LLC$854M AUM | 15.46% | $132M | 2.27M | Q1 2026OLDER |
| Fortitude Financial, LLC$111M AUM | 14.41% | $16M | 235.9K | Q2 2026 |
| Avid Wealth Partners LLC$212M AUM | 14.31% | $30M | 520.5K | Q1 2026OLDER |
| Macro Advisors, Inc.$242M AUM | 12.62% | $31M | 525.6K | Q1 2026OLDER |
| Presidio Capital Management, LLC$344M AUM | 12.41% | $43M | 734.6K | Q1 2026OLDER |
| hemming& Wealth Management, Inc.$143M AUM | 12.22% | $17M | 300.7K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 11.45% | $1.7B | 29.22M | Q1 2026OLDER |
| Gilbert Capital Group, Inc.$129M AUM | 10.90% | $14M | 242.4K | Q1 2026OLDER |
| Hobbs Wealth Management, LLC$101M AUM | 10.64% | $11M | 184.7K | Q1 2026OLDER |
| EQ LLC$355M AUM | 10.29% | $37M | 627.6K | Q1 2026OLDER |
| SOFI WEALTH, LLC$2.1B AUM | 10.13% | $210M | 3.61M | Q1 2026OLDER |
| Tull Financial Group, Inc.$224M AUM | 9.98% | $22M | 384.0K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 9.02% | $19M | 331.6K | Q1 2026OLDER |
| Centerline Wealth Advisors, LLC$278M AUM | 8.91% | $25M | 425.7K | Q1 2026OLDER |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 8.90% | $21M | 331.9K | Q1 2026OLDER |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 8.86% | $11M | 183.9K | Q1 2026OLDER |
| Bishop & Co Investment Management, LLC$292M AUM | 8.52% | $25M | 426.8K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 8.36% | $19M | 333.5K | Q1 2026OLDER |
| Tulsa Wealth Advisors, INC$570M AUM | 8.20% | $47M | 804.3K | Q1 2026OLDER |
| Peak Wealth Management LLC$122M AUM | 7.83% | $10M | 164.0K | Q1 2026OLDER |
| Finhabits Advisors LLC$108M AUM | 7.72% | $8M | 143.8K | Q1 2026OLDER |
| Ridgeline Wealth Planning, LLC$137M AUM | 7.70% | $11M | 181.3K | Q1 2026OLDER |
| MA Private Wealth$591M AUM | 7.70% | $46M | 782.5K | Q1 2026OLDER |
| Royal Harbor Partners, LLC$295M AUM | 7.62% | $23M | 386.8K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 7.54% | $68M | 1.17M | Q1 2026OLDER |
| Sterling Group Wealth Management, LLC$211M AUM | 7.49% | $16M | 272.3K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 7.46% | $38M | 649.2K | Q1 2026OLDER |
| 4J Wealth Management LLC$176M AUM | 7.27% | $13M | 219.9K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 6.99% | $35M | 567.8K | Q4 2025OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 6.96% | $7M | 128.4K | Q1 2026OLDER |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 6.94% | $7M | 127.1K | Q1 2026OLDER |
| Town Capital LLC$124M AUM | 6.93% | $9M | 147.3K | Q2 2026 |
| Shira Ridge Wealth Management$287M AUM | 6.65% | $19M | 280.2K | Q2 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 6.65% | $365M | 6.27M | Q1 2026OLDER |
| CORE WEALTH ADVISORS, LLC$130M AUM | 6.64% | $9M | 148.3K | Q1 2026OLDER |
| Hoese & Co LLP$135M AUM | 6.58% | $9M | 152.4K | Q1 2026OLDER |
| Bedminster, LLC$107M AUM | 6.54% | $7M | 120.7K | Q1 2026OLDER |
| Elevated Financial Group LLC$308M AUM | 6.47% | $20M | 342.3K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 6.47% | $22M | 379.0K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 6.47% | $42M | 729.0K | Q1 2026OLDER |
| Intelligence Driven Advisers, LLC$574M AUM | 6.34% | $36M | 625.5K | Q1 2026OLDER |
| J.E. Simmons & Co., P.C.$150M AUM | 6.20% | $9M | 159.3K | Q1 2026OLDER |
| High Probability Advisors, LLC$781M AUM | 6.19% | $48M | 832.0K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 6.15% | $51M | 749.3K | Q2 2026 |
| Foundry Financial Group, Inc.$202M AUM | 6.07% | $12M | 210.1K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 6.06% | $46M | 788.5K | Q1 2026OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 6.00% | $9M | 137.7K | Q2 2026 |
| FINANCIAL LIFE ADVISORS$321M AUM | 5.99% | $19M | 330.6K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 5.98% | $33M | 574.0K | Q1 2026OLDER |
| MCMORGAN & CO LLC$618M AUM | 5.95% | $37M | 631.9K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 5.86% | $145M | 2.49M | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 5.84% | $7M | 122.8K | Q1 2026OLDER |
| Genesis Wealth Advisors, LLC$150M AUM | 5.82% | $9M | 149.9K | Q1 2026OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 5.73% | $10M | 173.2K | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 5.66% | $35M | 609.7K | Q1 2026OLDER |
| Storen Legacy Partners, LLC$319M AUM | 5.65% | $18M | 309.7K | Q1 2026OLDER |
| Certus Wealth Management, LLC$167M AUM | 5.62% | $9M | 158.7K | Q3 2025OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 5.62% | $76M | 1.24M | Q4 2025OLDER |
| Detalus Advisors, LLC$438M AUM | 5.62% | $25M | 422.8K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 5.61% | $644M | 11.06M | Q1 2026OLDER |
| ArborFi Advisors, LLC$122M AUM | 5.56% | $7M | 117.0K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 5.54% | $40M | 631.4K | Q1 2026OLDER |
| Daviman Financial, LLC$169M AUM | 5.52% | $9M | 160.4K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 5.47% | $17M | 291.0K | Q1 2026OLDER |
| EWA, LLC$441M AUM | 5.44% | $24M | 412.5K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 5.40% | $8M | 120.7K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 5.40% | $34M | 576.7K | Q3 2025OLDER |
| ONE Advisory Partners, LLC$324M AUM | 5.39% | $18M | 300.8K | Q1 2026OLDER |
| ADE, LLC$209M AUM | 5.38% | $11M | 192.8K | Q1 2026OLDER |
| Stonebrook Private Inc.$470M AUM | 5.36% | $25M | 432.8K | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 5.30% | $15M | 253.5K | Q1 2026OLDER |
| Wealth Group Ltd$439M AUM | 5.28% | $23M | 398.3K | Q1 2026OLDER |
| FCG Investment Co$228M AUM | 5.25% | $12M | 205.8K | Q1 2026OLDER |
| Madrona Financial Services, LLC$457M AUM | 5.21% | $24M | 408.9K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 5.15% | $5M | 89.2K | Q1 2026OLDER |
| Mason & Associates, LLC$437M AUM | 5.15% | $22M | 386.3K | Q1 2026OLDER |
| Kelly Financial Services LLC$414M AUM | 5.06% | $21M | 361.4K | Q1 2026OLDER |
| SWMG, LLC$350M AUM | 4.98% | $17M | 299.8K | Q1 2026OLDER |
| Frisch Financial Group, Inc.$478M AUM | 4.98% | $24M | 409.2K | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 4.95% | $10M | 164.9K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 4.89% | $18M | 314.3K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 4.86% | $26M | 377.3K | Q2 2026 |
| Archer Investment Management, LLC$293M AUM | 4.79% | $14M | 206.3K | Q2 2026 |
| KWB Wealth$1.0B AUM | 4.78% | $48M | 794.4K | Q1 2026OLDER |
| Payne Capital LLC$109M AUM | 4.77% | $5M | 89.3K | Q1 2026OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 4.76% | $13M | 197.3K | Q2 2026 |
| EHRLICH FINANCIAL GROUP$194M AUM | 4.76% | $9M | 136.0K | Q2 2026 |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 4.68% | $14M | 240.3K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 4.59% | $48M | 831.0K | Q1 2026OLDER |
| Cobblestone Asset Management LLC$222M AUM | 4.57% | $10M | 174.7K | Q1 2026OLDER |
| M1 Capital Management LLC$217M AUM | 4.54% | $10M | 169.3K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 4.30% | $22M | 381.0K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 4.30% | $8M | 114.7K | Q2 2026 |
| Embree Financial Group$849M AUM | 4.30% | $36M | 627.2K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 4.29% | $8M | 144.4K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 4.28% | $7M | 117.5K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 4.27% | $25M | 430.2K | Q1 2026OLDER |
| Weil Company, Inc.$445M AUM | 4.25% | $19M | 325.6K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 4.25% | $19M | 333.1K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 4.24% | $39M | 665.3K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 4.20% | $13M | 220.9K | Q1 2026OLDER |
| Scissortail Wealth Management, LLC$498M AUM | 4.16% | $21M | 356.2K | Q1 2026OLDER |
| Meriwether Wealth & Planning, LLC$202M AUM | 4.12% | $8M | 122.3K | Q2 2026 |
| Icon Wealth Advisors, LLC$1.5B AUM | 4.09% | $63M | 992.6K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 4.09% | $12M | 169.6K | Q2 2026 |
| Davis Wealth Advisors, LLC$120M AUM | 4.03% | $5M | 83.4K | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 3.98% | $9M | 143.2K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 3.90% | $5M | 94.5K | Q1 2026OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 3.86% | $87M | 1.50M | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 3.80% | $24M | 413.0K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 3.80% | $8M | 132.0K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 3.78% | $27M | 470.5K | Q1 2026OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 3.76% | $36M | 622.8K | Q1 2026OLDER |
| Alternative Investment Advisors, LLC.$229M AUM | 3.68% | $8M | 145.2K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 3.68% | $12M | 200.7K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 3.65% | $4M | 75.0K | Q2 2026 |
| Capital Planning Advisors, LLC$692M AUM | 3.63% | $25M | 431.3K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 3.61% | $29M | 496.5K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 3.54% | $15M | 262.3K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 3.53% | $25M | 435.6K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 3.52% | $6M | 102.4K | Q1 2026OLDER |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 3.51% | $7M | 97.4K | Q2 2026 |
| Chatterton & Associates Inc.$143M AUM | 3.50% | $5M | 81.6K | Q1 2026OLDER |
| Vigilare Wealth Management$326M AUM | 3.47% | $11M | 166.6K | Q2 2026 |
| Bay Harbor Wealth Management, LLC$386M AUM | 3.47% | $13M | 230.2K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 3.36% | $24M | 409.6K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 3.36% | $12M | 201.5K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 3.35% | $27M | 462.7K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 3.34% | $59M | 1.01M | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 3.28% | $12M | 200.3K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 3.27% | $10M | 180.4K | Q1 2026OLDER |
| Arch Global Advisors, LLC$192M AUM | 3.22% | $6M | 106.1K | Q1 2026OLDER |
| Joseph Group Capital Management$400M AUM | 3.22% | $13M | 221.6K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 3.18% | $13M | 217.9K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 3.15% | $32M | 548.6K | Q1 2026OLDER |
| GTS FINANCIAL, LLC$126M AUM | 3.15% | $4M | 81.5K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 3.13% | $4M | 69.5K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 3.08% | $28M | 474.8K | Q1 2026OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 3.08% | $26M | 446.0K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 3.08% | $26M | 379.2K | Q2 2026 |
| FIRST HAWAIIAN BANK$715M AUM | 3.06% | $22M | 375.5K | Q1 2026OLDER |
| Connecticut Capital Management Group, LLC$106M AUM | 3.05% | $3M | 55.4K | Q1 2026OLDER |
| Legacy Advisory Services, LLC$131M AUM | 3.03% | $4M | 68.2K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 3.01% | $7M | 117.8K | Q1 2026OLDER |
| Millington Financial Advisors, LLC$237M AUM | 2.96% | $7M | 109.8K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 2.92% | $7M | 123.0K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 2.89% | $8M | 135.6K | Q1 2026OLDER |
| Alpha Financial Partners LLC$169M AUM | 2.88% | $5M | 83.5K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 2.85% | $10M | 172.8K | Q1 2026OLDER |
| J.M. Arbour, LLC$104M AUM | 2.80% | $3M | 50.2K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 2.79% | $12M | 208.3K | Q1 2026OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 2.77% | $18M | 314.7K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 2.77% | $193M | 3.32M | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 2.77% | $6M | 103.9K | Q3 2025OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 2.75% | $35M | 597.3K | Q1 2026OLDER |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 2.74% | $8M | 138.8K | Q1 2026OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 2.70% | $14M | 242.2K | Q1 2026OLDER |
| Etesian Wealth Advisors, Inc.$313M AUM | 2.68% | $8M | 144.6K | Q1 2026OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 2.67% | $5M | 69.9K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 2.63% | $22M | 326.1K | Q2 2026 |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 2.62% | $10M | 169.7K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 2.59% | $38M | 589.8K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 2.59% | $5M | 88.8K | Q1 2026OLDER |
| Evernest Financial Advisors, LLC$481M AUM | 2.57% | $12M | 193.3K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 2.55% | $10M | 174.4K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 2.53% | $63M | 1.09M | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 2.51% | $5M | 85.1K | Q1 2026OLDER |
| Sheridan Capital Management, LLC$190M AUM | 2.51% | $5M | 81.9K | Q1 2026OLDER |
| Sculati Wealth Management, LLC$271M AUM | 2.48% | $7M | 115.6K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 2.47% | $3M | 59.5K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 2.46% | $6M | 106.9K | Q1 2026OLDER |
| BUSH INVESTMENT GROUP, LLC$179M AUM | 2.43% | $4M | 71.3K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 2.32% | $4M | 61.7K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 2.31% | $3M | 58.1K | Q1 2026OLDER |
| Goodman Advisory Group, LLC$385M AUM | 2.30% | $9M | 152.3K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 2.27% | $18M | 306.9K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 2.27% | $22M | 328.8K | Q2 2026 |
| Stokes Family Office, LLC$969M AUM | 2.27% | $22M | 378.3K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 2.23% | $124M | 2.13M | Q2 2026 |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 2.22% | $7M | 125.2K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 2.21% | $6M | 96.6K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 2.19% | $3M | 43.3K | Q1 2026OLDER |
| Legacy Financial Group LLC$795M AUM | 2.17% | $17M | 296.2K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 2.16% | $9M | 133.0K | Q2 2026 |
| Keystone Financial Group$1.5B AUM | 2.16% | $32M | 542.5K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 2.15% | $62M | 1.07M | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 2.15% | $220M | 3.79M | Q1 2026OLDER |
| Cornerstone Wealth, LLC/TN$178M AUM | 2.15% | $4M | 60.0K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 2.14% | $22M | 369.6K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 2.12% | $382M | 6.57M | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 2.11% | $6M | 103.9K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 2.08% | $4M | 73.2K | Q3 2025OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 2.07% | $7M | 117.0K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 2.05% | $73M | 1.25M | Q1 2026OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 2.03% | $5M | 90.1K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 1.95% | $4M | 72.9K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 1.94% | $157M | 2.69M | Q1 2026OLDER |
| EWG Elevate Inc.$320M AUM | 1.92% | $6M | 104.0K | Q3 2025OLDER |
| SPINNAKER TRUST$1.8B AUM | 1.91% | $34M | 592.6K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 1.90% | $4M | 66.5K | Q2 2026 |
| Pinion Investment Advisors, LLC$428M AUM | 1.87% | $8M | 137.5K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 1.86% | $5M | 85.0K | Q3 2025OLDER |
| Vantus Wealth LLC$136M AUM | 1.86% | $3M | 41.4K | Q4 2025OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 1.84% | $8M | 130.3K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 1.84% | $3M | 47.6K | Q4 2025OLDER |
| THEORY FINANCIAL LLC$285M AUM | 1.80% | $5M | 88.1K | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 1.80% | $2M | 32.5K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 1.79% | $3M | 57.2K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 1.76% | $20M | 335.5K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 1.74% | $4M | 62.2K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 1.73% | $2M | 38.9K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 1.71% | $3M | 47.2K | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 1.71% | $4M | 74.0K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 1.71% | $9M | 147.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 1.70% | $6.3B | 108.96M | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 1.70% | $3M | 51.0K | Q3 2025OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 1.69% | $6M | 97.0K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 1.69% | $5M | 78.1K | Q2 2026 |
| FULLCIRCLE WEALTH LLC$284M AUM | 1.67% | $5M | 78.6K | Q3 2025OLDER |
| Claro Advisors Inc.$830M AUM | 1.67% | $14M | 238.1K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 1.64% | $11M | 182.7K | Q1 2026OLDER |
| Kastel Capital Advisors, LLC$158M AUM | 1.64% | $3M | 44.7K | Q2 2026 |
| Maia Wealth LLC$591M AUM | 1.64% | $10M | 166.2K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 1.63% | $9M | 130.8K | Q2 2026 |
| Merkkuri Wealth Advisors LLC$151M AUM | 1.63% | $2M | 42.2K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 1.62% | $3M | 46.6K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 1.61% | $3M | 53.6K | Q1 2026OLDER |
| Crown Wealth Group, LLC$340M AUM | 1.60% | $5M | 93.7K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 1.59% | $9M | 149.6K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 1.59% | $2M | 41.6K | Q1 2026OLDER |
| Evergreen Wealth Partners LLC$131M AUM | 1.58% | $2M | 35.6K | Q1 2026OLDER |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 1.58% | $8M | 134.1K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 1.54% | $5M | 79.7K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 1.53% | $4M | 66.7K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 1.52% | $19M | 327.6K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 1.50% | $19M | 299.8K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 1.49% | $13M | 229.4K | Q1 2026OLDER |
| Bull Harbor Capital LLC$373M AUM | 1.48% | $6M | 95.0K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 1.48% | $26M | 450.2K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 1.48% | $13M | 224.7K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 1.46% | $5M | 75.6K | Q2 2026 |
| Merit Financial Group, LLC$13.5B AUM | 1.45% | $195M | 3.35M | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 1.44% | $20M | 348.2K | Q1 2026OLDER |
| Armor Investment Advisors, LLC$278M AUM | 1.43% | $4M | 68.0K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 1.42% | $3M | 44.6K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 1.41% | $8M | 131.4K | Q4 2025OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 1.39% | $6M | 96.6K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 1.38% | $59M | 1.02M | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 1.37% | $2M | 35.2K | Q1 2026OLDER |
| TABLEAUX LLC$206M AUM | 1.36% | $3M | 48.4K | Q1 2026OLDER |
| Great Diamond Partners, LLC$520M AUM | 1.35% | $7M | 120.9K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 1.34% | $2M | 26.3K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 1.34% | $14M | 239.4K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 1.34% | $58M | 990.5K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 1.33% | $6M | 108.5K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 1.33% | $3M | 44.5K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 1.32% | $35M | 599.4K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 1.32% | $23M | 389.6K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 1.31% | $2M | 39.1K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 1.31% | $23M | 389.8K | Q1 2026OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 1.30% | $4M | 69.0K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 1.29% | $45M | 664.0K | Q2 2026 |
| BCU Wealth Advisors, LLC$268M AUM | 1.27% | $3M | 58.6K | Q1 2026OLDER |
| Blue Edge Capital, LLC$753M AUM | 1.27% | $10M | 163.7K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 1.26% | $111M | 1.91M | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 1.26% | $17M | 290.6K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 1.25% | $2M | 33.9K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 1.24% | $7M | 115.6K | Q1 2026OLDER |
| CLEAR WAVE WEALTH MANAGEMENT LLC$463M AUM | 1.23% | $6M | 98.0K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 1.21% | $4M | 67.3K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 1.21% | $13M | 231.2K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 1.20% | $23M | 388.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 1.20% | $456M | 7.83M | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 1.19% | $3M | 52.6K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 1.19% | $6M | 95.6K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 1.17% | $14M | 199.5K | Q2 2026 |
| Avantra Family Wealth, Inc.$134M AUM | 1.17% | $2M | 27.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 1.17% | $421M | 7.24M | Q1 2026OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 1.16% | $2M | 30.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 1.16% | $11M | 182.4K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 1.14% | $2M | 32.4K | Q1 2026OLDER |
| Semus Wealth Partners LLC$179M AUM | 1.13% | $2M | 34.8K | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$132M AUM | 1.10% | $1M | 24.9K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 1.08% | $2M | 37.7K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 1.08% | $10M | 165.1K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 1.07% | $3M | 37.7K | Q2 2026 |
| EASTERN BANK$6.5B AUM | 1.07% | $70M | 1.02M | Q2 2026 |
| Vantage Point Financial LLC$285M AUM | 1.06% | $3M | 51.8K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 1.05% | $11M | 157.0K | Q2 2026 |
| WIN ADVISORS, INC$219M AUM | 1.03% | $2M | 38.8K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 1.03% | $51M | 877.9K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 1.02% | $6M | 91.7K | Q2 2026 |
| Kentucky Trust Co$191M AUM | 1.00% | $2M | 32.9K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.99% | $7M | 115.3K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.99% | $8M | 135.9K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.99% | $9M | 151.0K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.98% | $4M | 55.1K | Q2 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.96% | $17M | 285.2K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.95% | $2M | 27.5K | Q1 2026OLDER |
| Ducere Wealth Management LLC$259M AUM | 0.95% | $2M | 40.6K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 0.93% | $1M | 19.9K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.92% | $254M | 4.37M | Q2 2026 |
| Dentgroup LLC$146M AUM | 0.90% | $1M | 21.5K | Q4 2025OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.89% | $29M | 503.5K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 0.89% | $4M | 71.2K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.88% | $24M | 420.7K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.87% | $2M | 32.7K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.87% | $1M | 16.2K | Q2 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.86% | $133M | 2.19M | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.85% | $2M | 28.6K | Q1 2026OLDER |
| Strategies Wealth Advisors, LLC$995M AUM | 0.85% | $8M | 146.0K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 0.84% | $4M | 76.9K | Q1 2026OLDER |
| B&D White Capital Company, LLC$809M AUM | 0.83% | $7M | 117.4K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.82% | $103M | 1.77M | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.81% | $1M | 19.0K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.81% | $3M | 38.6K | Q2 2026 |
| Capital Investment Management, Inc.$291M AUM | 0.79% | $2M | 39.7K | Q1 2026OLDER |
| ASL Financial, LLC$125M AUM | 0.79% | $990,805 | 17.0K | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 0.78% | $938,751 | 16.1K | Q1 2026OLDER |
| GatePass Capital, LLC$214M AUM | 0.77% | $2M | 28.5K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.77% | $143M | 2.46M | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.77% | $5M | 83.5K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.76% | $2M | 49.2K | Q1 2026OLDER |
| Vavra Capital Management, LLC$103M AUM | 0.76% | $779,379 | 13.4K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.76% | $1M | 17.4K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.73% | $5M | 77.5K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.71% | $18M | 315.3K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.71% | $2M | 35.5K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.71% | $2M | 27.9K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.71% | $1M | 22.0K | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 0.70% | $2M | 41.4K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 0.70% | $1M | 18.4K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.69% | $2M | 36.5K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.68% | $61M | 1.05M | Q1 2026OLDER |
| LANE BROTHERS & CO INC$137M AUM | 0.68% | $936,247 | 16.1K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.68% | $3M | 51.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.68% | $2.5B | 43.80M | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.67% | $915,129 | 13.5K | Q2 2026 |
| Aegis Wealth Management, Inc.$127M AUM | 0.67% | $847,740 | 14.6K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.66% | $5M | 86.0K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 0.66% | $2M | 31.4K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.65% | $3M | 57.8K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.65% | $4M | 72.4K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.64% | $4M | 67.6K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.63% | $102M | 1.75M | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 0.62% | $1M | 21.4K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.62% | $10M | 141.0K | Q2 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.61% | $34M | 577.8K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.60% | $24M | 412.1K | Q1 2026OLDER |
| Atlatl Advisers LLC$135M AUM | 0.60% | $811,786 | 14.0K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.58% | $2M | 26.1K | Q1 2026OLDER |
| MN Wealth Advisors, LLC$206M AUM | 0.57% | $1M | 20.2K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.57% | $862,111 | 14.8K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.57% | $29M | 476.8K | Q1 2026OLDER |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 0.56% | $578,716 | 9.9K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.55% | $1M | 20.0K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.55% | $1M | 18.2K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.54% | $8M | 134.5K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.54% | $1M | 25.7K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.54% | $611,782 | 10.5K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.53% | $3M | 56.6K | Q3 2025OLDER |
| Bank of Marin$137M AUM | 0.53% | $727,715 | 12.5K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.53% | $5M | 93.2K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.53% | $7M | 120.1K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.52% | $571,191 | 9.8K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 0.51% | $1M | 20.7K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.51% | $13M | 224.1K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.50% | $2M | 30.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.50% | $28M | 460.5K | Q4 2025OLDER |
| TritonPoint Partners, LLC$272M AUM | 0.49% | $1M | 23.0K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.49% | $2M | 28.5K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 0.49% | $715,821 | 10.5K | Q2 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.48% | $2M | 36.6K | Q1 2026OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.48% | $3M | 46.8K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.48% | $10M | 179.6K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.47% | $771M | 13.25M | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.47% | $9M | 150.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.46% | $433M | 7.45M | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 0.46% | $1M | 21.8K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.46% | $4M | 63.5K | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 0.45% | $791,631 | 13.6K | Q1 2026OLDER |
| BARINGS LLC$6.2B AUM | 0.45% | $28M | 482.7K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.45% | $2M | 30.4K | Q1 2026OLDER |
| Financial Designs Corp$180M AUM | 0.45% | $811,495 | 13.9K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.45% | $7M | 111.3K | Q2 2026 |
| VestGen Investment Management$181M AUM | 0.44% | $799,569 | 13.7K | Q1 2026OLDER |
| Cadia Private Client LLC$123M AUM | 0.44% | $539,770 | 9.3K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.43% | $18M | 314.9K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.42% | $6M | 98.2K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.42% | $2M | 28.5K | Q2 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.42% | $16M | 271.6K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.42% | $7M | 127.0K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.42% | $2M | 31.7K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.41% | $76M | 1.31M | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.41% | $4M | 62.0K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.41% | $12M | 208.4K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 0.41% | $2M | 29.6K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.41% | $23M | 360.3K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.40% | $25M | 431.7K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.39% | $1M | 23.1K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.39% | $15M | 219.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.38% | $272M | 4.68M | Q1 2026OLDER |
| Oasis Advisors, LLC$509M AUM | 0.38% | $2M | 35.1K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.38% | $12M | 179.7K | Q2 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.38% | $34M | 584.0K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.37% | $8M | 131.3K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.37% | $748,430 | 12.2K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.37% | $25M | 427.9K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.36% | $17M | 290.0K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.36% | $3M | 50.1K | Q1 2026OLDER |
| Integrity Wealth Partners, LLC$111M AUM | 0.36% | $395,042 | 6.8K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.35% | $2M | 35.1K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.35% | $1M | 19.4K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.35% | $1M | 18.0K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.35% | $12M | 172.9K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.34% | $36M | 620.7K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.34% | $73M | 1.25M | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.34% | $6M | 109.8K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.33% | $12M | 205.1K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.33% | $10M | 165.7K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.32% | $24M | 405.8K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.32% | $5M | 91.2K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.32% | $19M | 316.9K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 0.32% | $2M | 37.2K | Q1 2026OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.32% | $704,333 | 12.1K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.32% | $3M | 49.6K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 0.31% | $813,764 | 14.0K | Q1 2026OLDER |
| Broussard Financial Group LLC$125M AUM | 0.31% | $385,596 | 6.3K | Q4 2025OLDER |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.31% | $11M | 186.5K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.31% | $28M | 486.8K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.30% | $25M | 422.1K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.30% | $11M | 168.6K | Q2 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.30% | $6M | 98.4K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.30% | $1M | 24.3K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.30% | $1M | 19.5K | Q2 2026 |
| Pinnacle Family Advisors, LLC$213M AUM | 0.30% | $631,078 | 10.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.29% | $200M | 3.44M | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.29% | $6M | 106.0K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.29% | $16M | 267.1K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.29% | $1M | 15.7K | Q2 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.28% | $12M | 209.8K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.28% | $4M | 63.2K | Q1 2026OLDER |
| LIFE LINE WEALTH MANAGEMENT LLC$224M AUM | 0.28% | $619,552 | 10.6K | Q1 2026OLDER |
| Adelphi Trust Co$151M AUM | 0.27% | $414,249 | 6.1K | Q2 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.27% | $2M | 33.4K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.27% | $17M | 288.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.27% | $32M | 548.6K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.27% | $964,217 | 16.6K | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.27% | $2M | 29.3K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.27% | $1M | 18.5K | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 0.27% | $339,534 | 5.8K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.27% | $3M | 44.2K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.26% | $19M | 327.9K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.25% | $6M | 103.2K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.25% | $612,633 | 10.5K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.25% | $6M | 96.5K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.25% | $10M | 177.3K | Q1 2026OLDER |
| Pacific Park Financial, Inc.$153M AUM | 0.24% | $371,596 | 6.4K | Q1 2026OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.24% | $388,177 | 6.7K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.24% | $936,506 | 16.1K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.23% | $46M | 785.8K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.23% | $2M | 37.0K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.23% | $440,946 | 7.6K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 0.23% | $250,355 | 4.1K | Q4 2025OLDER |
| WJ Wealth Management, LLC$214M AUM | 0.23% | $491,332 | 8.4K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.23% | $3M | 44.3K | Q1 2026OLDER |
| Mainstream Capital Management LLC$149M AUM | 0.22% | $334,477 | 5.7K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.22% | $20M | 337.2K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 0.22% | $936,547 | 16.1K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.22% | $10M | 165.1K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 0.22% | $2M | 33.8K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.22% | $6M | 101.1K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.22% | $13M | 230.8K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.22% | $933M | 16.02M | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.21% | $7M | 110.6K | Q4 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.21% | $3M | 59.3K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.21% | $473,236 | 8.1K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.21% | $279,871 | 4.6K | Q4 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.21% | $13M | 217.5K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.20% | $720,066 | 11.3K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.20% | $99M | 1.70M | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.20% | $519,596 | 7.6K | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.20% | $9M | 161.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.19% | $51M | 868.0K | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.19% | $32M | 547.9K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.18% | $10M | 172.2K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.18% | $1M | 21.4K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.18% | $2M | 29.9K | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.18% | $16M | 269.8K | Q1 2026OLDER |
| Fortis Advisors, LLC$200M AUM | 0.18% | $356,735 | 6.1K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.18% | $60M | 1.04M | Q1 2026OLDER |
| URS Advisory LLC$137M AUM | 0.18% | $242,055 | 4.2K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.18% | $266,489 | 4.6K | Q1 2026OLDER |
| Landing Point Financial Group, LLC$206M AUM | 0.18% | $361,597 | 6.2K | Q1 2026OLDER |
| Merited Wealth, LLC$121M AUM | 0.18% | $211,252 | 3.6K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.17% | $1M | 23.4K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.17% | $4M | 65.7K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.17% | $684,716 | 11.0K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.17% | $2M | 35.9K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.