CGGRUSDCAPITAL GROUP GROWTH ETF
CUSIP 14020G101 · Yahoo Finance ↗ · Google Finance ↗
Capital Group Growth Etf (CGGRUSD) has 599 institutional holders in Filings Flow’s 13F database, together reporting 367.77M shares worth $14.6B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Morgan Stanley, and Capital Group Private Client Services, Inc..
Institutional Holders
599
Q1 2026
Reported Value
$14.6B
Ticker
CGGRUSD
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Forge Financial Services LLC$987M AUM | 21.96% | $217M | 5.39M | Q1 2026OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 18.40% | $1.1B | 27.16M | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 15.33% | $56M | 1.39M | Q1 2026OLDER |
| Wealth Science Advisors LLC$225M AUM | 15.02% | $34M | 715.8K | Q2 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 14.45% | $33M | 824.9K | Q1 2026OLDER |
| Challenger Wealth Management$125M AUM | 14.26% | $18M | 444.2K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 13.89% | $37M | 930.1K | Q1 2026OLDER |
| Ergawealth Advisors, Inc.$226M AUM | 13.62% | $31M | 766.3K | Q1 2026OLDER |
| Tribridge Partners Financial LLC$242M AUM | 10.96% | $26M | 655.5K | Q1 2026OLDER |
| Hartmann Taylor Wealth Management, LLC$151M AUM | 10.93% | $17M | 411.2K | Q1 2026OLDER |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 9.91% | $53M | 1.11M | Q2 2026 |
| JSF Financial, LLC$510M AUM | 8.38% | $43M | 1.06M | Q1 2026OLDER |
| Gutierrez Wealth Advisory, LLC$161M AUM | 8.13% | $13M | 325.7K | Q1 2026OLDER |
| Main Line Retirement Advisors, LLC$200M AUM | 7.82% | $16M | 389.6K | Q1 2026OLDER |
| Financial Council, LLC$259M AUM | 7.53% | $20M | 485.7K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 7.50% | $73M | 1.80M | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 7.33% | $14M | 304.7K | Q2 2026 |
| APS Management Group, Inc.$130M AUM | 7.17% | $9M | 197.6K | Q2 2026 |
| Johnson Bixby & Associates, LLC$806M AUM | 7.10% | $57M | 1.42M | Q1 2026OLDER |
| Greenbush Financial Group, LLC$302M AUM | 6.61% | $20M | 496.4K | Q1 2026OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 6.51% | $8M | 170.5K | Q2 2026 |
| Troutman Wealth Management, LLC$120M AUM | 6.34% | $8M | 189.1K | Q1 2026OLDER |
| EQ WEALTH ADVISORS, LLC$171M AUM | 6.01% | $10M | 255.9K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 5.91% | $9M | 209.6K | Q4 2025OLDER |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM | 5.74% | $7M | 182.4K | Q1 2026OLDER |
| Dean, Jacobson Financial Services, LLC$163M AUM | 5.74% | $9M | 232.6K | Q1 2026OLDER |
| Investments & Financial Planning, LLC$184M AUM | 5.60% | $10M | 255.8K | Q1 2026OLDER |
| IAM Advisory, LLC$446M AUM | 5.57% | $25M | 618.2K | Q1 2026OLDER |
| Alpha Financial Advisors, LLC$326M AUM | 5.38% | $18M | 436.5K | Q1 2026OLDER |
| Vigil Wealth Management, LLC$124M AUM | 5.23% | $6M | 161.1K | Q1 2026OLDER |
| Coign Capital Advisors LLC$190M AUM | 5.23% | $10M | 247.6K | Q1 2026OLDER |
| Ferguson Shapiro LLC$342M AUM | 5.21% | $18M | 377.1K | Q2 2026 |
| NewCorp Financial Services, Inc.$115M AUM | 5.12% | $6M | 147.0K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 5.07% | $10M | 252.3K | Q1 2026OLDER |
| Nicholson Meyer Capital Management, Inc.$130M AUM | 5.00% | $7M | 162.1K | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 4.91% | $9M | 180.6K | Q2 2026 |
| McCarthy Asset Management, Inc.$192M AUM | 4.76% | $9M | 205.2K | Q4 2025OLDER |
| J. Derek Lewis & Associates Inc.$445M AUM | 4.65% | $21M | 514.1K | Q1 2026OLDER |
| Ridgeline Wealth Planning, LLC$137M AUM | 4.53% | $6M | 154.2K | Q1 2026OLDER |
| Advance Capital Management, Inc.$2.6B AUM | 4.36% | $115M | 2.86M | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 4.35% | $9M | 194.8K | Q4 2025OLDER |
| Midwest Heritage Bank, FSB$312M AUM | 4.33% | $13M | 335.7K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 4.31% | $38M | 801.9K | Q2 2026 |
| Parsonex Advisory Services, Inc.$102M AUM | 4.30% | $4M | 109.5K | Q1 2026OLDER |
| tru Independence LLC$202M AUM | 4.27% | $9M | 214.6K | Q1 2026OLDER |
| Swisher Financial Concepts, Inc.$179M AUM | 4.25% | $8M | 188.9K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 4.23% | $10M | 242.6K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 4.15% | $29M | 733.5K | Q1 2026OLDER |
| Smith Thornton Advisors LLC$199M AUM | 4.15% | $8M | 205.0K | Q1 2026OLDER |
| MRWM Advisors, LLC$184M AUM | 4.12% | $8M | 189.0K | Q1 2026OLDER |
| Armor Investment Advisors, LLC$278M AUM | 4.05% | $11M | 279.6K | Q1 2026OLDER |
| Obsidian Personal Planning Solutions LLC$288M AUM | 3.70% | $11M | 237.7K | Q3 2025OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 3.67% | $6M | 141.1K | Q1 2026OLDER |
| Strategic Equity Management$266M AUM | 3.63% | $11M | 240.5K | Q4 2025OLDER |
| McCollum Christoferson Group LLC$333M AUM | 3.61% | $12M | 315.0K | Q1 2026OLDER |
| Charter Capital Management, LLC\DE$200M AUM | 3.56% | $7M | 176.8K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 3.46% | $8M | 201.1K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 3.44% | $5M | 132.7K | Q1 2026OLDER |
| Burford Brothers, Inc.$244M AUM | 3.39% | $8M | 205.6K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 3.32% | $12M | 292.2K | Q1 2026OLDER |
| Olistico Wealth, LLC$234M AUM | 3.31% | $8M | 164.1K | Q2 2026 |
| BNB Wealth Management, LLC$156M AUM | 3.31% | $5M | 128.2K | Q1 2026OLDER |
| LongView Wealth Management$390M AUM | 3.26% | $13M | 269.3K | Q2 2026 |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 3.21% | $4M | 101.2K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 3.19% | $58M | 1.45M | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 3.19% | $4M | 86.8K | Q4 2025OLDER |
| Expressive Wealth LLC$105M AUM | 3.10% | $3M | 70.6K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 3.01% | $11M | 284.8K | Q1 2026OLDER |
| Entruity Wealth, LLC$147M AUM | 2.94% | $4M | 107.8K | Q1 2026OLDER |
| A&I FINANCIAL SERVICES, LLC$230M AUM | 2.93% | $7M | 142.7K | Q2 2026 |
| WJ Wealth Management, LLC$214M AUM | 2.93% | $7M | 150.6K | Q4 2025OLDER |
| Harpswell Capital Advisors, LLC$134M AUM | 2.92% | $4M | 97.5K | Q1 2026OLDER |
| Timmons Wealth Management, LLC$106M AUM | 2.89% | $3M | 75.8K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 2.88% | $9M | 227.8K | Q1 2026OLDER |
| CLG LLC$403M AUM | 2.86% | $12M | 286.7K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 2.83% | $7M | 167.2K | Q1 2026OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 2.82% | $9M | 220.0K | Q1 2026OLDER |
| Boulder Wealth Advisors, LLC$251M AUM | 2.70% | $6M | 143.9K | Q4 2025OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 2.64% | $153M | 3.81M | Q1 2026OLDER |
| Merited Wealth, LLC$121M AUM | 2.62% | $3M | 78.7K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 2.62% | $4M | 102.3K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 2.54% | $6M | 143.7K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 2.53% | $4M | 93.3K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 2.50% | $6M | 157.7K | Q1 2026OLDER |
| Worthington Financial Partners, LLC$116M AUM | 2.50% | $3M | 72.4K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 2.41% | $4M | 99.2K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 2.26% | $14M | 322.7K | Q3 2025OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 2.21% | $13M | 302.0K | Q3 2025OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 2.18% | $3M | 71.5K | Q1 2026OLDER |
| MONEYWISE, INC.$229M AUM | 2.09% | $5M | 113.0K | Q4 2025OLDER |
| Fjell Capital, LLC$130M AUM | 2.07% | $3M | 67.1K | Q1 2026OLDER |
| LeClair Wealth Partners LLC$289M AUM | 2.05% | $4M | 79.3K | Q4 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 2.03% | $100M | 2.49M | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 2.02% | $16M | 409.8K | Q1 2026OLDER |
| Financial Security Advisor, Inc.$544M AUM | 1.96% | $11M | 265.3K | Q1 2026OLDER |
| Bridgewealth Advisory Group, LLC$482M AUM | 1.93% | $9M | 232.0K | Q1 2026OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 1.87% | $4M | 81.0K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 1.86% | $14M | 349.5K | Q1 2026OLDER |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 1.85% | $5M | 127.1K | Q1 2026OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 1.81% | $47M | 1.16M | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 1.80% | $3M | 80.9K | Q1 2026OLDER |
| Souders Financial Advisors$876M AUM | 1.76% | $15M | 384.1K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 1.75% | $4M | 96.6K | Q1 2026OLDER |
| BetterWealth, LLC$510M AUM | 1.68% | $9M | 213.5K | Q1 2026OLDER |
| Oxinas Partners, LLC$254M AUM | 1.66% | $4M | 89.0K | Q2 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 1.59% | $21M | 443.2K | Q2 2026 |
| KPP Advisory Services LLC$689M AUM | 1.55% | $11M | 265.2K | Q1 2026OLDER |
| Mann Financial Group, Inc.$106M AUM | 1.50% | $2M | 39.8K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 1.50% | $14M | 286.3K | Q2 2026 |
| Selby Wealth Management, LLC$282M AUM | 1.45% | $4M | 86.4K | Q2 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 1.43% | $6M | 151.1K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 1.42% | $3M | 77.1K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 1.42% | $3M | 78.3K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 1.40% | $13M | 315.7K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 1.39% | $5M | 133.0K | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 1.38% | $5M | 134.1K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 1.38% | $3M | 72.3K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 1.36% | $3M | 74.2K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 1.34% | $7M | 154.7K | Q2 2026 |
| Bedel Financial Consulting, Inc.$888M AUM | 1.31% | $12M | 289.6K | Q1 2026OLDER |
| Colonial River Investments, LLC$279M AUM | 1.26% | $4M | 87.8K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 1.25% | $3M | 84.7K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 1.22% | $29M | 725.8K | Q1 2026OLDER |
| Aurdan Capital Management, LLC$333M AUM | 1.21% | $4M | 100.6K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 1.18% | $1M | 30.4K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 1.17% | $3M | 78.5K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 1.12% | $19M | 481.0K | Q1 2026OLDER |
| Compton Financial Group, LLC$453M AUM | 1.11% | $5M | 125.3K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 1.09% | $4M | 78.4K | Q2 2026 |
| Beacon Financial Advisory LLC$443M AUM | 1.09% | $5M | 119.9K | Q1 2026OLDER |
| Nautilus Advisors LLC$146M AUM | 1.07% | $2M | 38.7K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 1.06% | $2M | 45.5K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 1.05% | $106M | 2.63M | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 1.03% | $32M | 808.1K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 1.03% | $3M | 74.7K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 1.03% | $10M | 242.0K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 1.02% | $885,583 | 19.9K | Q4 2025OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.99% | $6M | 137.1K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.99% | $10M | 246.3K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.98% | $19M | 471.3K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.97% | $3M | 73.7K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.97% | $53M | 1.32M | Q1 2026OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.96% | $5M | 114.4K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.95% | $88M | 2.20M | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.95% | $13M | 323.6K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.93% | $58M | 1.44M | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.92% | $3M | 79.9K | Q1 2026OLDER |
| Canandaigua National Trust Co of Florida$125M AUM | 0.92% | $1M | 33.0K | Q4 2025OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.91% | $12M | 259.6K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.88% | $9M | 201.1K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.86% | $6M | 134.0K | Q1 2026OLDER |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV$347M AUM | 0.86% | $3M | 63.4K | Q2 2026 |
| Armstrong, Fleming & Moore, Inc$236M AUM | 0.85% | $2M | 50.0K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.85% | $1M | 26.0K | Q4 2025OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.84% | $15M | 353.3K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.83% | $1M | 29.1K | Q1 2026OLDER |
| Junk Investment Group, LLC$191M AUM | 0.83% | $2M | 39.2K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.82% | $4M | 88.1K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 0.82% | $3M | 54.6K | Q2 2026 |
| WIN ADVISORS, INC$219M AUM | 0.79% | $2M | 41.8K | Q4 2025OLDER |
| WealthSpring Partners, LLC$109M AUM | 0.78% | $854,847 | 21.3K | Q1 2026OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 0.78% | $3M | 70.7K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.78% | $2M | 39.9K | Q2 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.77% | $65M | 1.62M | Q1 2026OLDER |
| Delta Investment Management, LLC$559M AUM | 0.77% | $4M | 107.1K | Q1 2026OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 0.76% | $1M | 35.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.76% | $545M | 13.55M | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.76% | $2M | 44.1K | Q2 2026 |
| Trueblood Wealth Management, LLC$256M AUM | 0.75% | $2M | 47.7K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.74% | $16M | 387.5K | Q1 2026OLDER |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.74% | $2M | 55.4K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.73% | $5M | 126.7K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.71% | $9M | 230.8K | Q1 2026OLDER |
| KOM Wealth Management Group, LLC$147M AUM | 0.71% | $1M | 25.9K | Q1 2026OLDER |
| Clearview Wealth Management LLC$141M AUM | 0.70% | $995,506 | 24.8K | Q1 2026OLDER |
| Hardworking Capital Advisors, LLC$107M AUM | 0.70% | $747,454 | 18.6K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.70% | $2M | 45.2K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.70% | $3M | 69.2K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.69% | $39M | 879.2K | Q4 2025OLDER |
| Aspire Growth Partners LLC$146M AUM | 0.69% | $1M | 25.1K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.68% | $2M | 46.2K | Q1 2026OLDER |
| Mason Investment Advisory Services, Inc.$2.2B AUM | 0.68% | $15M | 365.1K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.62% | $33M | 688.7K | Q2 2026 |
| Financial Perspectives, Inc$358M AUM | 0.61% | $2M | 54.3K | Q1 2026OLDER |
| Lincoln Capital LLC$562M AUM | 0.61% | $3M | 72.3K | Q2 2026 |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.60% | $1M | 36.5K | Q1 2026OLDER |
| Sun Financial Inc$200M AUM | 0.59% | $1M | 25.3K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.58% | $6M | 151.7K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.57% | $77M | 1.91M | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 0.57% | $1M | 36.9K | Q1 2026OLDER |
| Centerline Wealth Advisors, LLC$319M AUM | 0.56% | $2M | 38.1K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.56% | $2.1B | 52.56M | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.54% | $35M | 874.4K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 0.53% | $1M | 35.0K | Q2 2026 |
| Atlas Legacy Advisors, LLC$550M AUM | 0.53% | $3M | 72.7K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.52% | $2M | 39.3K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.52% | $22M | 554.6K | Q1 2026OLDER |
| NavPoint Financial, Inc.$247M AUM | 0.51% | $1M | 31.2K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.51% | $709,248 | 17.6K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.51% | $5M | 114.9K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.50% | $16M | 401.2K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.49% | $4M | 108.9K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.48% | $943,487 | 23.5K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.48% | $7M | 169.0K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.48% | $6M | 122.7K | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.48% | $23M | 570.5K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.48% | $2M | 35.4K | Q2 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.47% | $6M | 147.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.46% | $121M | 3.02M | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.45% | $310M | 7.71M | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 0.45% | $2M | 59.5K | Q1 2026OLDER |
| Melone Private Wealth, LLC$263M AUM | 0.45% | $1M | 24.9K | Q2 2026 |
| Clearwave Capital, LLC$146M AUM | 0.45% | $654,209 | 16.3K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.45% | $90M | 2.24M | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.44% | $6M | 132.9K | Q2 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.44% | $41M | 1.01M | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.44% | $21M | 513.2K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.44% | $1M | 27.6K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.44% | $7M | 173.8K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.43% | $3M | 73.0K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.43% | $1M | 33.2K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 0.43% | $2M | 44.8K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.42% | $394M | 9.80M | Q1 2026OLDER |
| Processus Wealth & Capital Management, LLC$147M AUM | 0.42% | $616,394 | 15.3K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.42% | $9M | 235.4K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.41% | $6M | 161.5K | Q1 2026OLDER |
| Keystone Financial Services, LLC$149M AUM | 0.41% | $607,400 | 15.1K | Q1 2026OLDER |
| HFG Advisors, Inc.$142M AUM | 0.41% | $579,942 | 14.4K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.41% | $597,528 | 14.9K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.40% | $2M | 40.6K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.39% | $84M | 2.09M | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.39% | $13M | 321.3K | Q1 2026OLDER |
| Parkside Investments, LLC$823M AUM | 0.39% | $3M | 80.0K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.39% | $12M | 308.6K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.39% | $10M | 248.9K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.39% | $611,855 | 15.2K | Q1 2026OLDER |
| Leo H. Evart, Inc.$117M AUM | 0.37% | $435,596 | 10.8K | Q1 2026OLDER |
| Convergence Financial, LLC$943M AUM | 0.37% | $3M | 57.1K | Q4 2025OLDER |
| Weil Company, Inc.$445M AUM | 0.37% | $2M | 40.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.36% | $129M | 3.21M | Q1 2026OLDER |
| Optimus Capital Advisors, LLC$186M AUM | 0.35% | $657,874 | 13.9K | Q2 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.34% | $10M | 245.7K | Q1 2026OLDER |
| Cushing Capital Partners, LLC$130M AUM | 0.34% | $445,104 | 11.1K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.34% | $1M | 27.5K | Q2 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.34% | $20M | 440.0K | Q4 2025OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.34% | $3M | 82.2K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.33% | $2M | 48.2K | Q3 2025OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.33% | $16M | 404.4K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.33% | $1M | 36.1K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.33% | $6M | 154.3K | Q1 2026OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 0.32% | $2M | 39.0K | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.32% | $520M | 12.95M | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.32% | $2M | 37.4K | Q1 2026OLDER |
| Adelphi Trust Co$151M AUM | 0.32% | $478,042 | 10.1K | Q2 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.31% | $8M | 204.5K | Q2 2026 |
| ORG Partners LLC$568M AUM | 0.30% | $2M | 38.7K | Q4 2025OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.30% | $10M | 208.2K | Q2 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.30% | $18M | 443.7K | Q1 2026OLDER |
| THREADGILL FINANCIAL, LLC$243M AUM | 0.29% | $715,256 | 16.1K | Q4 2025OLDER |
| Storen Legacy Partners, LLC$367M AUM | 0.29% | $1M | 22.8K | Q2 2026 |
| Carnegie Lake Advisors LLC$252M AUM | 0.29% | $738,241 | 18.4K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.29% | $2M | 45.0K | Q1 2026OLDER |
| Mission Financial Group, LLC$108M AUM | 0.29% | $313,203 | 7.8K | Q1 2026OLDER |
| Signature Wealth Management Group$263M AUM | 0.29% | $752,475 | 18.7K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.29% | $6M | 145.7K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.28% | $43M | 980.8K | Q1 2026OLDER |
| Capital Management Associates, Inc$442M AUM | 0.28% | $1M | 30.4K | Q1 2026OLDER |
| SARD WEALTH MANAGEMENT GROUP, LLC$184M AUM | 0.28% | $506,888 | 12.6K | Q1 2026OLDER |
| Capital Planning LLC$307M AUM | 0.28% | $847,073 | 21.1K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 0.27% | $30M | 743.7K | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.27% | $278,597 | 6.9K | Q1 2026OLDER |
| Tudor Financial Inc.$196M AUM | 0.26% | $512,653 | 12.8K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.26% | $772,758 | 16.4K | Q2 2026 |
| SFG Wealth Management, LLC.$243M AUM | 0.26% | $659,522 | 14.8K | Q4 2025OLDER |
| Core Wealth Partners LLC$235M AUM | 0.25% | $596,503 | 12.6K | Q2 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.25% | $5M | 112.4K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.25% | $4M | 87.3K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.25% | $662,813 | 16.5K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.24% | $1M | 29.2K | Q2 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.24% | $3M | 81.1K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.24% | $712,492 | 16.0K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.23% | $1M | 36.6K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.23% | $19M | 473.1K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.23% | $2M | 51.2K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.23% | $1M | 27.5K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.23% | $11M | 258.7K | Q3 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.23% | $3M | 67.5K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.22% | $1M | 36.3K | Q1 2026OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 0.22% | $665,837 | 14.9K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$397M AUM | 0.22% | $881,119 | 18.7K | Q2 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.22% | $18M | 441.1K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.22% | $12M | 251.0K | Q2 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.22% | $36M | 905.7K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.22% | $61M | 1.51M | Q2 2026 |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.22% | $711,082 | 17.7K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.21% | $3M | 83.8K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.21% | $80M | 2.00M | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.20% | $2M | 35.5K | Q4 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.20% | $6M | 144.2K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.19% | $362,139 | 9.0K | Q1 2026OLDER |
| Semus Wealth Partners LLC$179M AUM | 0.19% | $337,111 | 8.4K | Q1 2026OLDER |
| Rather & Kittrell, Inc.$648M AUM | 0.18% | $1M | 29.5K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.18% | $3M | 66.1K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.18% | $1M | 28.4K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.18% | $368,864 | 9.2K | Q1 2026OLDER |
| 4WEALTH ADVISORS, INC.$130M AUM | 0.18% | $235,284 | 5.0K | Q2 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.18% | $375M | 9.61M | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.18% | $6M | 158.3K | Q1 2026OLDER |
| CapWealth Advisors, LLC$1.3B AUM | 0.18% | $2M | 59.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.17% | $567M | 14.12M | Q1 2026OLDER |
| BHK Investment Advisors, LLC$299M AUM | 0.17% | $519,657 | 12.9K | Q1 2026OLDER |
| Warner Group LLC$153M AUM | 0.17% | $265,442 | 6.6K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.17% | $4M | 108.9K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.17% | $11M | 264.7K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.17% | $4M | 107.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.16% | $616M | 15.34M | Q1 2026OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 0.16% | $527,293 | 13.1K | Q1 2026OLDER |
| Gemmer Asset Management LLC$1.3B AUM | 0.16% | $2M | 51.4K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.16% | $1M | 32.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.16% | $17M | 419.9K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.16% | $1M | 30.8K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.16% | $13M | 326.1K | Q1 2026OLDER |
| Carson Advisory Inc.$193M AUM | 0.16% | $307,330 | 7.6K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.16% | $9M | 215.6K | Q1 2026OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 0.16% | $1M | 27.4K | Q1 2026OLDER |
| RIA Advisory Group LLC$421M AUM | 0.16% | $659,203 | 16.4K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.15% | $640,507 | 15.9K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.15% | $298,577 | 7.4K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.15% | $1M | 29.9K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.15% | $591,317 | 14.7K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.15% | $3M | 74.3K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.15% | $2M | 48.3K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.15% | $2M | 50.6K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.14% | $4M | 107.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.14% | $2M | 39.9K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.14% | $258,783 | 6.4K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.14% | $271,926 | 6.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.14% | $11M | 263.5K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.14% | $28M | 600.3K | Q2 2026 |
| UPTICK PARTNERS, LLC$502M AUM | 0.14% | $697,817 | 17.4K | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 0.13% | $652,485 | 16.2K | Q1 2026OLDER |
| AAF Wealth Management, LLC$244M AUM | 0.13% | $322,847 | 8.0K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.13% | $2M | 57.0K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.13% | $394,867 | 9.8K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.13% | $4M | 89.4K | Q2 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.13% | $80M | 2.00M | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.12% | $8M | 190.7K | Q1 2026OLDER |
| CIM, LLC$692M AUM | 0.12% | $838,972 | 20.9K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.12% | $2M | 36.7K | Q2 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.12% | $2M | 55.6K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.12% | $633M | 15.76M | Q2 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.12% | $2M | 56.5K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.12% | $3M | 82.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.12% | $21M | 531.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.12% | $57M | 1.40M | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.11% | $1M | 31.7K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.11% | $680,095 | 16.9K | Q1 2026OLDER |
| GSG Advisors LLC$385M AUM | 0.11% | $435,333 | 10.8K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 0.11% | $553,226 | 12.4K | Q4 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.11% | $4M | 110.9K | Q1 2026OLDER |
| HRC WEALTH MANAGEMENT, LLC$212M AUM | 0.11% | $233,464 | 5.8K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.11% | $8M | 186.9K | Q1 2026OLDER |
| Aspiring Ventures, LLC$330M AUM | 0.11% | $314,625 | 7.1K | Q4 2025OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.11% | $196,438 | 4.4K | Q4 2025OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.11% | $2M | 34.9K | Q2 2026 |
| NORDEN GROUP LLC$1.0B AUM | 0.10% | $1M | 26.9K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.10% | $7M | 162.5K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.10% | $5M | 126.4K | Q1 2026OLDER |
| Duncan Williams Asset Management, LLC$361M AUM | 0.10% | $367,783 | 9.2K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.10% | $1M | 21.4K | Q2 2026 |
| Fiduciary Alliance LLC$1.7B AUM | 0.10% | $2M | 37.9K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.10% | $308,982 | 7.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.10% | $56M | 1.39M | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.10% | $931,644 | 23.2K | Q1 2026OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 0.10% | $264,618 | 6.6K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.10% | $114,067 | 2.6K | Q4 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.10% | $9M | 215.0K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.09% | $2M | 52.2K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.09% | $53M | 1.31M | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.09% | $189,898 | 4.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.09% | $98M | 2.43M | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.09% | $4M | 94.3K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.09% | $1M | 25.4K | Q2 2026 |
| Capital Investment Management, Inc.$291M AUM | 0.08% | $245,079 | 6.1K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.08% | $1M | 28.4K | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 0.08% | $203,168 | 5.1K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.08% | $274,297 | 6.8K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.08% | $9M | 233.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.08% | $16M | 388.8K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.08% | $843,378 | 17.9K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.08% | $7M | 169.5K | Q1 2026OLDER |
| McNamara Financial Services, Inc.$528M AUM | 0.08% | $408,290 | 10.2K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.08% | $7M | 171.5K | Q1 2026OLDER |
| Planned Solutions, Inc.$306M AUM | 0.08% | $235,353 | 5.9K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.08% | $10M | 243.3K | Q1 2026OLDER |
| Martin Capital Partners, LLC$272M AUM | 0.08% | $207,114 | 4.4K | Q2 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.08% | $2M | 50.8K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.08% | $1M | 26.7K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.08% | $130,015 | 3.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.07% | $3M | 65.2K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.07% | $326,751 | 7.2K | Q1 2026OLDER |
| Faithward Advisors, LLC$701M AUM | 0.07% | $495,192 | 11.1K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.07% | $1.2B | 26.88M | Q1 2026OLDER |
| COFG Advisors, LLC$404M AUM | 0.07% | $286,727 | 7.1K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.07% | $74M | 1.84M | Q1 2026OLDER |
| Crown Wealth Group, LLC$340M AUM | 0.07% | $227,395 | 5.7K | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.07% | $226,492 | 5.6K | Q1 2026OLDER |
| Cypress Capital, LLC$370M AUM | 0.07% | $245,251 | 5.2K | Q2 2026 |
| Summit Financial, LLC$7.8B AUM | 0.07% | $5M | 129.2K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.07% | $7M | 167.9K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.06% | $80,380 | 2.0K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.06% | $2M | 51.3K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.06% | $683,334 | 14.5K | Q2 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.06% | $4M | 110.8K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.06% | $70,132 | 1.7K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.06% | $1M | 29.0K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.06% | $267,152 | 5.7K | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.06% | $339M | 8.43M | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.06% | $235,988 | 5.9K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.06% | $265,226 | 6.6K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.06% | $3M | 78.6K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.06% | $2M | 40.8K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.06% | $5M | 126.8K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.06% | $28M | 703.4K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.06% | $291,049 | 6.2K | Q2 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.06% | $452,057 | 11.2K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.06% | $2M | 58.4K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.06% | $1M | 36.3K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.06% | $7M | 172.7K | Q1 2026OLDER |
| Strategic Wealth Investment Group, LLC$788M AUM | 0.06% | $435,660 | 10.8K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.06% | $575,265 | 14.3K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.05% | $677,354 | 16.9K | Q1 2026OLDER |
| ARTHUR M. COHEN & ASSOCIATES, LLC$563M AUM | 0.05% | $294,675 | 7.3K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.05% | $420,701 | 10.5K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.05% | $3M | 65.6K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.05% | $591,555 | 12.5K | Q2 2026 |
| Aspen Capital Management, LLC$404M AUM | 0.05% | $203,584 | 4.6K | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.05% | $17M | 421.7K | Q1 2026OLDER |
| WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM | 0.05% | $590,593 | 14.7K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.05% | $204,778 | 5.1K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.05% | $2M | 35.5K | Q2 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.05% | $292,945 | 7.3K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.05% | $1M | 22.3K | Q2 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.05% | $871,474 | 21.7K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.04% | $778,404 | 19.4K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.04% | $501,075 | 10.6K | Q2 2026 |
| James J. Burns & Company, LLC$737M AUM | 0.04% | $329,728 | 8.2K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.04% | $3M | 66.5K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.04% | $4M | 94.1K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.04% | $7M | 186.0K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.04% | $214,213 | 5.3K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.04% | $30M | 741.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.04% | $570M | 14.19M | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 0.04% | $320,314 | 8.0K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.04% | $320,572 | 7.3K | Q3 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.04% | $8M | 206.4K | Q1 2026OLDER |
| Beacon Financial Strategies CORP$201M AUM | 0.04% | $80,240 | 1.7K | Q2 2026 |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 0.04% | $8M | 209.5K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.04% | $384,179 | 9.6K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.04% | $4M | 96.4K | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.04% | $238,648 | 5.9K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.04% | $28M | 688.9K | Q1 2026OLDER |
| Southland Equity Partners LLC$571M AUM | 0.04% | $211,220 | 4.5K | Q2 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.04% | $109,800 | 2.7K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.04% | $269,434 | 6.7K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.04% | $114,915 | 2.6K | Q4 2025OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.03% | $363,582 | 7.7K | Q2 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.03% | $2M | 48.8K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.03% | $762,384 | 19.0K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.03% | $242,529 | 6.0K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.03% | $437,068 | 10.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.03% | $219M | 5.44M | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.03% | $59,833 | 1.3K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.03% | $45,575 | 1.1K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.03% | $3M | 67.5K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.03% | $976,717 | 21.8K | Q4 2025OLDER |
| Operose Advisors LLC$431M AUM | 0.03% | $131,784 | 3.3K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.03% | $497,457 | 12.4K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.03% | $550,179 | 13.7K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.03% | $32M | 800.0K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.03% | $252,152 | 6.3K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $738,552 | 18.4K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.03% | $24M | 602.2K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.03% | $5M | 119.6K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.03% | $1M | 31.7K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $315,612 | 7.9K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.02% | $436,650 | 10.9K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $919,200 | 20.0K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $522,870 | 13.0K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.02% | $747,326 | 15.8K | Q2 2026 |
| Allworth Financial LP$24.7B AUM | 0.02% | $6M | 140.2K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.02% | $574,990 | 12.2K | Q2 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $934,821 | 23.3K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $20M | 485.6K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.02% | $242,643 | 6.0K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $887,523 | 22.1K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $289,213 | 6.6K | Q3 2025OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $358,307 | 8.9K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $210,998 | 5.3K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $297,640 | 7.7K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.