FIDELITY COVINGTON TRUST
CUSIP 316092808
Fidelity Covington Trust has 605 institutional holders in Filings Flow’s 13F database, together reporting 16.90M shares worth $3.4B as of Q1 2026. The largest reported holders are Lido Advisors, LLC, Charles Schwab Investment Management Inc, and Bank Of America Corp /De/.
Institutional Holders
605
Q1 2026
Reported Value
$3.4B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Independence Financial Advisors, LLC$386M AUM | 10.46% | $40M | 141.3K | Q2 2026 |
| Yoder Wealth Management, Inc.$219M AUM | 9.30% | $20M | 98.1K | Q1 2026OLDER |
| Fischer Financial Services, Inc.$297M AUM | 6.17% | $18M | 88.1K | Q1 2026OLDER |
| Portfolio Strategies, Inc.$811M AUM | 5.96% | $48M | 232.3K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 5.77% | $6M | 28.7K | Q1 2026OLDER |
| KDK Private Wealth Management, LLC$109M AUM | 5.35% | $6M | 28.1K | Q1 2026OLDER |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 5.31% | $8M | 36.5K | Q1 2026OLDER |
| Eaton Financial Holdings Company, LLC$305M AUM | 4.39% | $13M | 64.5K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 4.37% | $21M | 76.4K | Q2 2026 |
| Full Sail Capital, LLC$1.8B AUM | 4.32% | $78M | 352.5K | Q3 2025OLDER |
| Armor Investment Advisors, LLC$278M AUM | 4.28% | $12M | 57.1K | Q1 2026OLDER |
| Aspetuck Financial Management LLC$146M AUM | 3.86% | $6M | 27.1K | Q1 2026OLDER |
| Investment Advisory Services Group LLC$115M AUM | 3.62% | $4M | 20.0K | Q1 2026OLDER |
| Maxele Advisors, LLC$123M AUM | 3.61% | $4M | 19.8K | Q4 2025OLDER |
| Richard Bernstein Advisors LLC$3.4B AUM | 3.58% | $124M | 594.0K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 3.58% | $4M | 19.2K | Q1 2026OLDER |
| Marotta Asset Management$601M AUM | 3.36% | $20M | 72.2K | Q2 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 3.19% | $7M | 32.8K | Q1 2026OLDER |
| Northwest Wealth Advisors, LLC$140M AUM | 3.19% | $4M | 21.5K | Q1 2026OLDER |
| Reliant Investment Partners, LLC$121M AUM | 2.96% | $4M | 17.2K | Q1 2026OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 2.63% | $4M | 19.1K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 2.63% | $22M | 105.5K | Q1 2026OLDER |
| CLEAR WAVE WEALTH MANAGEMENT LLC$463M AUM | 2.55% | $12M | 56.6K | Q1 2026OLDER |
| Court Place Advisors, LLC$332M AUM | 2.06% | $7M | 30.8K | Q3 2025OLDER |
| DAHRING | CUSMANO LLC$163M AUM | 2.06% | $3M | 16.1K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 2.02% | $7M | 34.6K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 1.96% | $114M | 547.3K | Q1 2026OLDER |
| Oxford Wealth Group, LLC$183M AUM | 1.95% | $4M | 17.1K | Q1 2026OLDER |
| Capital Planning LLC$307M AUM | 1.87% | $6M | 27.6K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 1.86% | $3M | 13.7K | Q1 2026OLDER |
| Bellwether Advisors, LLC$590M AUM | 1.85% | $12M | 51.5K | Q4 2025OLDER |
| Crumly & Associates Inc.$522M AUM | 1.83% | $10M | 33.5K | Q2 2026 |
| Alliance Private Wealth, LLC$288M AUM | 1.80% | $5M | 18.1K | Q2 2026 |
| SMITH SHELLNUT WILSON LLC /ADV$260M AUM | 1.73% | $5M | 20.3K | Q3 2025OLDER |
| Financial Perspectives, Inc$358M AUM | 1.69% | $6M | 29.1K | Q1 2026OLDER |
| Ciovacco Capital Management LLC$172M AUM | 1.60% | $3M | 13.2K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 1.52% | $25M | 118.0K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 1.52% | $12M | 56.8K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 1.38% | $453M | 2.18M | Q1 2026OLDER |
| Adams Wealth Management$455M AUM | 1.37% | $6M | 29.9K | Q1 2026OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 1.33% | $3M | 12.1K | Q2 2026 |
| Buttonwood Financial Group, LLC$163M AUM | 1.32% | $2M | 10.9K | Q4 2025OLDER |
| Elm3 Financial Group, LLC$118M AUM | 1.31% | $2M | 7.4K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 1.25% | $3M | 15.7K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 1.20% | $4M | 14.8K | Q2 2026 |
| CacheTech Inc.$519M AUM | 1.20% | $6M | 29.9K | Q1 2026OLDER |
| Eley Financial Management, Inc$277M AUM | 1.17% | $3M | 15.6K | Q1 2026OLDER |
| NorthLanding Financial Partners, LLC$124M AUM | 1.09% | $1M | 6.5K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 1.04% | $21M | 102.3K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 1.03% | $9M | 43.4K | Q1 2026OLDER |
| Mokosak Advisory Group, LLC$399M AUM | 1.01% | $4M | 19.4K | Q1 2026OLDER |
| JBR Co Financial Management Inc$274M AUM | 1.00% | $3M | 9.6K | Q2 2026 |
| Goldstone Financial Group, LLC$922M AUM | 1.00% | $9M | 44.3K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 1.00% | $3M | 13.5K | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 0.95% | $5M | 24.3K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.94% | $8M | 37.6K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 0.91% | $2M | 7.8K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.90% | $1M | 6.6K | Q1 2026OLDER |
| Palacios Wealth Management, LLC$160M AUM | 0.87% | $1M | 5.6K | Q1 2026OLDER |
| Williams & Novak, LLC$151M AUM | 0.84% | $1M | 4.5K | Q2 2026 |
| Claris Financial LLC$183M AUM | 0.81% | $1M | 10.1K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 0.80% | $3M | 10.5K | Q2 2026 |
| BLUE JEAN FINANCIAL LLC$121M AUM | 0.72% | $875,682 | 4.2K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.70% | $3M | 16.6K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.65% | $44M | 212.9K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.63% | $141M | 678.4K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.63% | $1M | 4.9K | Q1 2026OLDER |
| Silver Lake Advisory, LLC$252M AUM | 0.62% | $2M | 7.5K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.62% | $939,346 | 4.5K | Q1 2026OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 0.58% | $954,596 | 4.3K | Q3 2025OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.53% | $1M | 5.8K | Q1 2026OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.52% | $1M | 5.3K | Q1 2026OLDER |
| Athena Wealth Management, LLC$122M AUM | 0.50% | $607,365 | 2.9K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.50% | $2M | 7.8K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 0.48% | $3M | 14.7K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.48% | $10M | 45.8K | Q1 2026OLDER |
| Ruggiero Investments, Inc.$103M AUM | 0.47% | $486,005 | 2.3K | Q1 2026OLDER |
| Astra Wealth Partners LLC$168M AUM | 0.47% | $785,181 | 3.8K | Q1 2026OLDER |
| SWEENEY & MICHEL, LLC$340M AUM | 0.47% | $2M | 7.0K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 0.46% | $1M | 5.0K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.45% | $912,741 | 4.4K | Q1 2026OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 0.45% | $8M | 38.8K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 0.45% | $6M | 29.4K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.44% | $760,283 | 3.7K | Q1 2026OLDER |
| Applied Capital LLC$268M AUM | 0.42% | $1M | 4.9K | Q4 2025OLDER |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.42% | $665,760 | 3.2K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.42% | $2M | 7.3K | Q1 2026OLDER |
| Stonebrook Private Inc.$470M AUM | 0.42% | $2M | 9.4K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.41% | $1M | 7.0K | Q1 2026OLDER |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 0.41% | $636,549 | 3.1K | Q1 2026OLDER |
| INSTRUMENTAL WEALTH, LLC$163M AUM | 0.40% | $656,220 | 3.2K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.40% | $779,206 | 2.7K | Q2 2026 |
| Global Financial Private Client, LLC$306M AUM | 0.39% | $1M | 5.7K | Q1 2026OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 0.38% | $2M | 9.4K | Q1 2026OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 0.37% | $557,206 | 2.7K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.37% | $5M | 23.7K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.36% | $1M | 6.4K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.36% | $645,579 | 3.1K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.35% | $5M | 24.4K | Q1 2026OLDER |
| Gaddis Premier Wealth Advisors LLC$136M AUM | 0.35% | $471,857 | 2.3K | Q1 2026OLDER |
| PATRON PARTNERS, LLC$226M AUM | 0.34% | $763,752 | 3.7K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.33% | $1M | 6.7K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.33% | $908,013 | 4.4K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.33% | $552,566 | 2.7K | Q1 2026OLDER |
| RF&L WEALTH MANAGEMENT, LLC$134M AUM | 0.33% | $438,569 | 2.1K | Q1 2026OLDER |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 0.33% | $650,988 | 3.1K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.32% | $670,337 | 3.2K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.32% | $392,827 | 1.9K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.32% | $2M | 8.1K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.30% | $2M | 7.6K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.30% | $3M | 13.6K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.29% | $3M | 14.6K | Q1 2026OLDER |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.29% | $473,188 | 1.7K | Q2 2026 |
| Piscataqua Savings Bank$148M AUM | 0.28% | $420,643 | 1.5K | Q2 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 0.28% | $832,200 | 4.0K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.28% | $3M | 16.2K | Q1 2026OLDER |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.28% | $639,493 | 0 | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.27% | $606,746 | 2.7K | Q3 2025OLDER |
| Apexium Financial, LP$2.1B AUM | 0.27% | $6M | 25.1K | Q3 2025OLDER |
| McMillan Office, Inc.$782M AUM | 0.27% | $2M | 10.0K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.26% | $2M | 9.3K | Q1 2026OLDER |
| Corps Capital Advisors, LLC$115M AUM | 0.26% | $252,529 | 1.1K | Q4 2025OLDER |
| ArborFi Advisors, LLC$122M AUM | 0.26% | $319,930 | 1.4K | Q4 2025OLDER |
| Canton Hathaway, LLC$496M AUM | 0.26% | $1M | 6.1K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.26% | $395,002 | 1.9K | Q1 2026OLDER |
| Bawa N Mallick Trust$244M AUM | 0.26% | $624,150 | 3.0K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.25% | $22M | 105.6K | Q1 2026OLDER |
| JSF Financial, LLC$510M AUM | 0.25% | $1M | 6.2K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.25% | $3M | 10.5K | Q2 2026 |
| NAVELLIER & ASSOCIATES INC$960M AUM | 0.25% | $2M | 11.5K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.25% | $786,353 | 4.9K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.25% | $367,284 | 1.8K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.25% | $5M | 22.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.24% | $2M | 10.7K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.24% | $4M | 18.4K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.24% | $327,579 | 1.1K | Q2 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.24% | $10M | 49.4K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.23% | $11M | 52.6K | Q1 2026OLDER |
| RM Financial Services, LLC$116M AUM | 0.23% | $270,673 | 1.3K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.23% | $360,595 | 1.6K | Q4 2025OLDER |
| Wiser Wealth Management, Inc$464M AUM | 0.22% | $1M | 5.0K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.22% | $249,312 | 873 | Q2 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.22% | $8M | 37.5K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$298M AUM | 0.21% | $619,988 | 3.0K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.21% | $403,201 | 1.9K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.21% | $2M | 6.5K | Q2 2026 |
| Tranquility Partners, LLC$265M AUM | 0.20% | $531,360 | 2.6K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.20% | $2M | 6.3K | Q2 2026 |
| VCI Wealth Management LLC$361M AUM | 0.20% | $715,693 | 3.4K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 0.19% | $2M | 10.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.19% | $139M | 667.4K | Q1 2026OLDER |
| Ipsen Advisor Group LLC$143M AUM | 0.19% | $269,730 | 1.3K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.19% | $7M | 32.6K | Q1 2026OLDER |
| Altus Wealth Group LLC$244M AUM | 0.19% | $454,381 | 2.2K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.18% | $393,006 | 1.9K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.18% | $578,130 | 2.8K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.18% | $7M | 32.0K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.17% | $2M | 7.9K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.17% | $1M | 7.2K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.17% | $649,749 | 3.1K | Q1 2026OLDER |
| Midwest Heritage Bank, FSB$312M AUM | 0.16% | $512,217 | 2.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.16% | $12M | 58.8K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.16% | $1M | 6.2K | Q1 2026OLDER |
| MCRAE CAPITAL MANAGEMENT INC$482M AUM | 0.15% | $745,027 | 3.6K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.15% | $662,336 | 3.2K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.15% | $3M | 16.5K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.15% | $352,746 | 1.7K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.15% | $220,325 | 1.1K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.15% | $411,670 | 2.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.14% | $38M | 183.5K | Q1 2026OLDER |
| Perkins Coie Trust Co$603M AUM | 0.14% | $863,849 | 3.0K | Q2 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.14% | $3M | 13.0K | Q1 2026OLDER |
| Bravias Capital Group, LLC$153M AUM | 0.14% | $210,843 | 1.0K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.14% | $2M | 12.0K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.14% | $298,108 | 1.3K | Q3 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.13% | $4M | 18.2K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.13% | $399,264 | 1.9K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 0.13% | $208,606 | 929 | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.13% | $10M | 49.6K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 0.13% | $443,373 | 1.8K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.13% | $610,211 | 2.9K | Q1 2026OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.13% | $755,626 | 3.6K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.13% | $5M | 23.5K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.13% | $597,398 | 2.7K | Q4 2025OLDER |
| M3 Advisory Group, LLC$162M AUM | 0.12% | $204,395 | 910 | Q4 2025OLDER |
| GGM Financial LLC$217M AUM | 0.12% | $270,062 | 1.3K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.12% | $5M | 23.2K | Q3 2025OLDER |
| Daviman Financial, LLC$169M AUM | 0.12% | $209,090 | 1.0K | Q1 2026OLDER |
| Sugar Maple Asset Management, LLC$165M AUM | 0.12% | $202,225 | 972 | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.12% | $133,776 | 643 | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.12% | $417,501 | 2.0K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.12% | $3M | 14.5K | Q2 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 0.12% | $2M | 9.2K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.12% | $720,477 | 3.5K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.12% | $407,019 | 2.0K | Q1 2026OLDER |
| TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM | 0.12% | $1M | 7.2K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.12% | $584,830 | 2.8K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.12% | $79M | 379.9K | Q1 2026OLDER |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 0.12% | $212,313 | 945 | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.11% | $20M | 96.2K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.11% | $5M | 20.3K | Q1 2026OLDER |
| SWMG, LLC$350M AUM | 0.11% | $389,081 | 1.9K | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.11% | $410,151 | 2.0K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.11% | $460,920 | 1.6K | Q2 2026 |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.11% | $495,173 | 2.2K | Q4 2025OLDER |
| Capital Management Associates, Inc$442M AUM | 0.11% | $470,193 | 2.3K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.10% | $1M | 5.4K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.10% | $9M | 45.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.10% | $20M | 97.4K | Q1 2026OLDER |
| Monte Financial Group, LLC$282M AUM | 0.10% | $290,646 | 1.4K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.10% | $2M | 8.4K | Q1 2026OLDER |
| Marmo Financial Group, LLC$202M AUM | 0.10% | $201,516 | 968 | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 0.10% | $615,638 | 3.0K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.10% | $343,906 | 1.7K | Q1 2026OLDER |
| LJI Wealth Management, LLC$626M AUM | 0.09% | $593,982 | 2.9K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.09% | $526,131 | 2.5K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.09% | $1M | 6.8K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 0.09% | $296,346 | 1.4K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.09% | $1M | 5.9K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.09% | $594,662 | 5.7K | Q2 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.09% | $4M | 20.8K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.08% | $212,728 | 1.0K | Q1 2026OLDER |
| Financial Council, LLC$259M AUM | 0.08% | $215,540 | 1.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.08% | $56M | 269.7K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.08% | $387,389 | 1.9K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.08% | $308,548 | 1.5K | Q1 2026OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 0.08% | $528,447 | 2.5K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.08% | $2M | 9.5K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.08% | $209,841 | 934 | Q4 2025OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.08% | $269,984 | 1.3K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.07% | $1M | 6.2K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.07% | $3M | 12.8K | Q1 2026OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.07% | $568,957 | 2.7K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.07% | $2M | 8.3K | Q2 2026 |
| Bay Rivers Group$293M AUM | 0.07% | $214,185 | 750 | Q2 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.07% | $1M | 6.3K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.07% | $377,618 | 1.8K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 0.07% | $220,117 | 1.1K | Q1 2026OLDER |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.07% | $344,194 | 1.5K | Q4 2025OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.07% | $427,806 | 1.9K | Q3 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.07% | $2M | 10.1K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.07% | $4M | 20.3K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.07% | $4M | 19.8K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.07% | $314,255 | 1.5K | Q1 2026OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.07% | $668,257 | 2.3K | Q2 2026 |
| SFMG, LLC$1.5B AUM | 0.07% | $983,218 | 4.7K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.07% | $934,695 | 4.5K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.07% | $65,952 | 317 | Q1 2026OLDER |
| River Wealth Advisors LLC$871M AUM | 0.06% | $564,942 | 2.7K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.06% | $2M | 11.0K | Q1 2026OLDER |
| Woodside Wealth Management LLC$128M AUM | 0.06% | $81,314 | 366 | Q3 2025OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.06% | $2M | 8.3K | Q2 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.06% | $217,412 | 1.0K | Q1 2026OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 0.06% | $327,865 | 1.5K | Q4 2025OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.06% | $1M | 5.5K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.06% | $1M | 5.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.06% | $5M | 23.8K | Q1 2026OLDER |
| SVB WEALTH LLC$1.5B AUM | 0.06% | $922,186 | 4.4K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.06% | $539,313 | 2.2K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.06% | $262,352 | 1.3K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.06% | $807,877 | 3.9K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.06% | $2M | 7.7K | Q4 2025OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.06% | $259,825 | 1.2K | Q4 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.06% | $868,090 | 3.9K | Q2 2026 |
| SHP Wealth Management$1.3B AUM | 0.06% | $761,449 | 3.7K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.06% | $2M | 8.1K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.06% | $3M | 12.8K | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.06% | $351,744 | 1.7K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.05% | $483,608 | 2.2K | Q4 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.05% | $1M | 5.6K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.05% | $2M | 9.6K | Q1 2026OLDER |
| Red Door Wealth Management, LLC$962M AUM | 0.05% | $512,744 | 2.5K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.05% | $445,153 | 1.6K | Q2 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC.$454M AUM | 0.05% | $238,745 | 836 | Q2 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.05% | $309,370 | 1.5K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.05% | $1M | 6.9K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.05% | $423,978 | 2.0K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.05% | $2M | 10.7K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.05% | $368,223 | 1.8K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 0.05% | $683,237 | 3.3K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.05% | $2M | 10.2K | Q1 2026OLDER |
| Goodman Financial Corp$582M AUM | 0.05% | $282,472 | 1.4K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.05% | $580,086 | 2.6K | Q3 2025OLDER |
| Jessup Wealth Management, Inc$274M AUM | 0.05% | $142,705 | 635 | Q4 2025OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.05% | $669,380 | 3.2K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.05% | $231,768 | 1.1K | Q1 2026OLDER |
| Apriem Advisors$1.0B AUM | 0.05% | $478,515 | 2.3K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.05% | $282,141 | 1.3K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.04% | $294M | 1.41M | Q1 2026OLDER |
| Strategic Point Investment Advisors, LLC$767M AUM | 0.04% | $339,840 | 1.2K | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.04% | $71M | 342.6K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.04% | $387,092 | 1.9K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.04% | $639,130 | 3.1K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.04% | $2M | 11.4K | Q1 2026OLDER |
| Talon Private Wealth, LLC$753M AUM | 0.04% | $316,816 | 1.5K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.04% | $114,625 | 516 | Q3 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.04% | $2M | 36.2K | Q4 2025OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.04% | $2M | 8.9K | Q1 2026OLDER |
| BARLOW WEALTH PARTNERS, LLC$900M AUM | 0.04% | $358,513 | 1.5K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.04% | $1M | 4.7K | Q2 2026 |
| Mascoma Wealth Management LLC$484M AUM | 0.04% | $191,822 | 922 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 9.1K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.04% | $216,616 | 975 | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.04% | $146M | 702.8K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.04% | $64,496 | 310 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.04% | $143M | 687.3K | Q1 2026OLDER |
| Soundwatch Capital LLC$793M AUM | 0.04% | $246,238 | 1.1K | Q4 2025OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.04% | $670,545 | 3.2K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.04% | $3M | 15.8K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.04% | $126,014 | 606 | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.04% | $1M | 5.7K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.04% | $258,009 | 1.0K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.04% | $5M | 24.5K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.03% | $919,249 | 4.1K | Q3 2025OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.03% | $382,396 | 1.8K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.03% | $1M | 5.9K | Q1 2026OLDER |
| AFFINITY WEALTH MANAGEMENT LLC$661M AUM | 0.03% | $227,092 | 1.1K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.03% | $2M | 8.8K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.03% | $463,483 | 2.2K | Q1 2026OLDER |
| Elk River Wealth Management LLC$602M AUM | 0.03% | $200,976 | 966 | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.03% | $5M | 25.4K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.03% | $157,962 | 750 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.03% | $731,098 | 3.5K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.03% | $344,467 | 1.7K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.03% | $761,463 | 3.7K | Q1 2026OLDER |
| Aureus Asset Management, LLC$1.5B AUM | 0.03% | $477,246 | 2.3K | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 0.03% | $49,322 | 222 | Q3 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.03% | $240,422 | 1.2K | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.03% | $113,268 | 544 | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.03% | $172,473 | 829 | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.03% | $70,737 | 340 | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.03% | $268,730 | 1.3K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.03% | $921,835 | 4.4K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.03% | $2M | 7.7K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.03% | $206,557 | 993 | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.03% | $406,246 | 2.0K | Q1 2026OLDER |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 0.03% | $215,115 | 1.0K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.03% | $82,177 | 395 | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.03% | $2M | 10.8K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.03% | $395,430 | 1.9K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.03% | $1M | 5.1K | Q2 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $10M | 46.6K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.03% | $201,600 | 969 | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 0.03% | $366,970 | 1.3K | Q2 2026 |
| &PARTNERS$20.2B AUM | 0.03% | $5M | 25.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $7M | 35.0K | Q2 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.03% | $2M | 7.3K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.03% | $413,886 | 2.1K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.03% | $448,772 | 2.2K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.03% | $51,425 | 240 | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.03% | $421,928 | 2.0K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.03% | $376,852 | 1.8K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $437,032 | 1.9K | Q4 2025OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 0.03% | $413,395 | 2.0K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.03% | $337,136 | 1.6K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.03% | $889,172 | 3.1K | Q2 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.03% | $1M | 5.1K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.02% | $300,456 | 1.4K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.02% | $561,111 | 2.7K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.02% | $30,227 | 106 | Q2 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $1M | 5.4K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.02% | $275,557 | 990 | Q2 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.02% | $360,759 | 1.7K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $524,574 | 2.5K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $2M | 10.0K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $44,939 | 216 | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 0.02% | $342,396 | 1.2K | Q2 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.02% | $583,372 | 2.8K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.02% | $203,102 | 904 | Q4 2025OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.02% | $725,136 | 3.5K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 10.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $20M | 96.9K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.02% | $534,335 | 2.6K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.02% | $189,871 | 913 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $23M | 110.6K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.02% | $20,440 | 92 | Q4 2025OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.02% | $249,833 | 1.1K | Q4 2025OLDER |
| DAGCO, INC.$461M AUM | 0.02% | $96,327 | 463 | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.02% | $323,164 | 1.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 6.3K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.02% | $613,123 | 2.9K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $873,234 | 4.2K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.02% | $436,077 | 2.1K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.02% | $61,375 | 295 | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.02% | $41,818 | 201 | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.02% | $168,521 | 810 | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.02% | $295,431 | 1.4K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.02% | $432,744 | 2.1K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 8.1K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.02% | $460,659 | 2.2K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 16.6K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.02% | $93,623 | 450 | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.02% | $244,152 | 1.1K | Q4 2025OLDER |
| Financial Life Planners$130M AUM | 0.02% | $23,761 | 114 | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $581,084 | 2.8K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $11M | 50.9K | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 0.02% | $283,493 | 1.4K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.02% | $185,056 | 648 | Q2 2026 |
| United Community Bank$300M AUM | 0.02% | $52,013 | 250 | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $452,701 | 2.2K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.02% | $499,320 | 2.4K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.02% | $8M | 40.2K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.02% | $210,270 | 936 | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $182,277 | 876 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $905,018 | 4.3K | Q2 2026 |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.02% | $212,581 | 946 | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $339,633 | 1.6K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.02% | $226,255 | 1.1K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.02% | $4M | 18.3K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.02% | $251,886 | 1.2K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $217,504 | 979 | Q3 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.02% | $266,504 | 1.3K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $2M | 8.5K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $394,754 | 1.9K | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $204M | 981.2K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.01% | $477,728 | 2.3K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.01% | $324,558 | 1.6K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.01% | $27,413 | 132 | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $398,491 | 1.9K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $3M | 14.2K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $531,794 | 2.4K | Q4 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $16,228 | 78 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.01% | $313,797 | 1.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 6.9K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $12M | 56.4K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.01% | $126,703 | 609 | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $539,541 | 2.6K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $427,443 | 1.9K | Q4 2025OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.01% | $232,144 | 1.1K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $430,872 | 2.1K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.01% | $201,754 | 898 | Q4 2025OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.01% | $2M | 11.4K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $246,539 | 1.2K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $1M | 6.0K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $232,592 | 1.1K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.01% | $1M | 7.0K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $331,918 | 1.6K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $595,896 | 2.9K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.01% | $299,592 | 1.4K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.01% | $51,073 | 245 | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 0.01% | $213,875 | 1.0K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $604,812 | 2.7K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $3M | 12.1K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.01% | $152,085 | 731 | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 5.3K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $358,859 | 1.6K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $216,313 | 1.0K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.01% | $185,164 | 890 | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.01% | $27,490 | 132 | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.01% | $29,881 | 133 | Q4 2025OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.01% | $39,945 | 178 | Q4 2025OLDER |
| Pillar Financial Advisors, LLC$171M AUM | 0.01% | $18,517 | 89 | Q1 2026OLDER |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 0.01% | $203,102 | 904 | Q4 2025OLDER |
| Key Capital Management, INC$151M AUM | 0.01% | $16,020 | 77 | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.01% | $162,071 | 779 | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $601,376 | 2.9K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $321,704 | 1.4K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 6.7K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.01% | $36,846 | 164 | Q4 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $704,553 | 3.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $568,668 | 2.5K | Q4 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $279,501 | 1.3K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $62,415 | 300 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.01% | $466,032 | 2.2K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.01% | $111,723 | 537 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.01% | $514,092 | 2.5K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.01% | $212,570 | 956 | Q3 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $847,650 | 4.1K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.01% | $158,063 | 760 | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $228,231 | 1.1K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $11M | 54.8K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $758,135 | 3.6K | Q1 2026OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 0.01% | $572,762 | 2.8K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $208,051 | 1.0K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.01% | $62,415 | 300 | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.01% | $35,325 | 159 | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 18.6K | Q1 2026OLDER |
| Busey Bank$3.7B AUM | 0.01% | $292,934 | 1.4K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $792,030 | 3.8K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $55,133 | 265 | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.01% | $9,174 | 44 | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.01% | $394,255 | 1.9K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $514,546 | 2.3K | Q3 2025OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.01% | $940,178 | 4.5K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $1M | 5.6K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 9.1K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $530,035 | 2.5K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.01% | $480,919 | 2.3K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $334,271 | 1.2K | Q2 2026 |
| Advisors Capital Management, LLC$8.6B AUM | 0.01% | $596,377 | 2.9K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.01% | $9,248 | 680 | Q3 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $258,394 | 964 | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.01% | $19,878 | 96 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $16M | 76.7K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $6M | 28.8K | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.01% | $411,086 | 2.0K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.01% | $224,070 | 1.1K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $28,728 | 138 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $21M | 101.3K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.01% | $71,985 | 346 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.