FIDELITY MERRIMACK STR TR
CUSIP 316188309
Fidelity Merrimack Str Tr has 750 institutional holders in Filings Flow’s 13F database, together reporting 457.31M shares worth $20.2B as of Q1 2026. The largest reported holders are Northwestern Mutual Wealth Management Co, Morgan Stanley, and Bank Of America Corp /De/.
Institutional Holders
750
Q1 2026
Reported Value
$20.2B
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 |
|---|---|---|---|---|
| Sherrill & Hutchins Financial Advisory, Inc$169M AUM | 24.40% | $41M | 905.5K | Q1 2026OLDER |
| Targeted Financial Services LLC$122M AUM | 19.96% | $24M | 533.5K | Q1 2026OLDER |
| Henderson Brothers Financial Partners, LLC$395M AUM | 18.56% | $73M | 1.61M | Q1 2026OLDER |
| BG Investment Services, LLC$120M AUM | 17.76% | $21M | 469.0K | Q1 2026OLDER |
| Investment Advisory Services Group LLC$115M AUM | 17.66% | $20M | 445.1K | Q1 2026OLDER |
| Presper Financial Architects, LLC$168M AUM | 16.67% | $28M | 615.0K | Q1 2026OLDER |
| SARD WEALTH MANAGEMENT GROUP, LLC$184M AUM | 14.37% | $26M | 579.5K | Q1 2026OLDER |
| POWER WEALTH MANAGEMENT LLC$269M AUM | 14.10% | $38M | 830.7K | Q1 2026OLDER |
| Kastel Capital Advisors, LLC$158M AUM | 13.96% | $22M | 483.9K | Q2 2026 |
| Legacy Wealth Management, LLC$1.9B AUM | 13.08% | $250M | 5.50M | Q2 2026 |
| S Harris Financial Group, LLC$110M AUM | 13.04% | $14M | 313.5K | Q1 2026OLDER |
| Andrews Advisory Associates, LLC$190M AUM | 13.03% | $25M | 542.5K | Q1 2026OLDER |
| OLIO Financial Planning$361M AUM | 12.87% | $46M | 1.02M | Q1 2026OLDER |
| TrustWell Financial Advisors, LLC$106M AUM | 11.94% | $13M | 278.2K | Q1 2026OLDER |
| Navalign, LLC$396M AUM | 11.85% | $47M | 1.03M | Q1 2026OLDER |
| Catawba River Capital$208M AUM | 11.03% | $23M | 503.0K | Q1 2026OLDER |
| WEALTH MANAGEMENT RESOURCES, INC.$287M AUM | 10.53% | $30M | 662.9K | Q1 2026OLDER |
| SPWM Advisors LLC$115M AUM | 9.92% | $11M | 251.1K | Q1 2026OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 9.78% | $136M | 2.98M | Q1 2026OLDER |
| Forbes Financial Planning, Inc.$173M AUM | 9.63% | $17M | 365.5K | Q1 2026OLDER |
| Shakespeare Wealth Management, LLC$422M AUM | 9.40% | $40M | 870.7K | Q1 2026OLDER |
| Envision Financial Planning, LLC$276M AUM | 9.25% | $26M | 560.3K | Q1 2026OLDER |
| Meriwether Wealth & Planning, LLC$202M AUM | 9.09% | $18M | 402.9K | Q2 2026 |
| tru Independence LLC$202M AUM | 8.89% | $18M | 394.2K | Q1 2026OLDER |
| Juno Financial Group LLC$255M AUM | 8.88% | $23M | 496.4K | Q1 2026OLDER |
| Drake & Associates, LLC$525M AUM | 8.87% | $47M | 1.02M | Q1 2026OLDER |
| Sunburst Financial Group, LLC$617M AUM | 8.77% | $54M | 1.19M | Q2 2026 |
| RCS Financial Planning, LLC$193M AUM | 8.75% | $17M | 368.1K | Q1 2026OLDER |
| Pearl Planning LLC$187M AUM | 8.56% | $16M | 351.2K | Q1 2026OLDER |
| MUSTICO FINANCIAL GROUP, INC.$143M AUM | 8.42% | $12M | 262.3K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 8.40% | $88M | 1.92M | Q1 2026OLDER |
| Salus Financial Advisors, LLC$171M AUM | 8.35% | $14M | 313.9K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 8.33% | $205M | 4.49M | Q2 2026 |
| Mountain Hill Investment Partners Corp.$169M AUM | 8.30% | $14M | 307.5K | Q1 2026OLDER |
| Presidio Capital Management, LLC$344M AUM | 8.17% | $28M | 616.5K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 8.08% | $20M | 449.8K | Q2 2026 |
| Summit Financial Strategies, Inc.$1.3B AUM | 8.00% | $102M | 2.23M | Q1 2026OLDER |
| WestHill Financial Advisors, Inc.$523M AUM | 7.81% | $41M | 895.4K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 7.81% | $297M | 6.50M | Q1 2026OLDER |
| CMG Global Holdings, LLC$210M AUM | 7.75% | $16M | 356.5K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 7.75% | $14M | 315.0K | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 7.67% | $26M | 575.6K | Q1 2026OLDER |
| Coyle Financial Counsel LLC$473M AUM | 7.67% | $36M | 794.8K | Q1 2026OLDER |
| Cyr Financial Inc.$170M AUM | 7.67% | $13M | 285.5K | Q1 2026OLDER |
| CORRECT CAPITAL WEALTH MANAGEMENT$536M AUM | 7.42% | $40M | 871.5K | Q1 2026OLDER |
| INTEGRATED WEALTHCARE, LLC$120M AUM | 7.41% | $9M | 194.1K | Q1 2026OLDER |
| CAPITAL WEALTH MANAGEMENT, LLC$416M AUM | 7.26% | $30M | 663.6K | Q2 2026 |
| Mascoma Wealth Management LLC$484M AUM | 7.22% | $35M | 766.2K | Q1 2026OLDER |
| Argo Wealth Advisory, LLC$170M AUM | 7.22% | $12M | 269.8K | Q1 2026OLDER |
| MEMBERS WEALTH LLC$182M AUM | 7.21% | $13M | 289.2K | Q2 2026 |
| Harbor Group, Inc.$692M AUM | 7.19% | $50M | 1.09M | Q1 2026OLDER |
| Destiny Capital Corp/CO$188M AUM | 6.94% | $13M | 285.6K | Q1 2026OLDER |
| Crane Advisory, LLC$668M AUM | 6.94% | $46M | 1.01M | Q1 2026OLDER |
| Clarity Retirement & Wealth, LLC$124M AUM | 6.94% | $9M | 188.6K | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 6.80% | $34M | 738.8K | Q3 2025OLDER |
| ABLE Financial Group, LLC$511M AUM | 6.67% | $34M | 747.5K | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 6.67% | $23M | 508.8K | Q2 2026 |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 6.48% | $11M | 241.4K | Q1 2026OLDER |
| New Insight Wealth Advisors$279M AUM | 6.47% | $18M | 395.8K | Q1 2026OLDER |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 6.45% | $49M | 1.07M | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 6.39% | $18M | 396.4K | Q2 2026 |
| DeDora Capital, Inc.$408M AUM | 6.39% | $26M | 571.2K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 6.32% | $28M | 616.6K | Q2 2026 |
| Jeter Robert S II$100M AUM | 6.30% | $6M | 138.2K | Q1 2026OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 6.26% | $130M | 2.86M | Q1 2026OLDER |
| Buttonwood Financial Advisors Inc.$299M AUM | 6.22% | $19M | 407.1K | Q1 2026OLDER |
| Williams & Novak, LLC$151M AUM | 6.09% | $9M | 202.6K | Q2 2026 |
| EnRich Financial Partners LLC$377M AUM | 6.07% | $23M | 501.6K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 5.97% | $104M | 2.27M | Q1 2026OLDER |
| Split Rock Private Trading & Wealth Management, LLC$129M AUM | 5.94% | $8M | 168.1K | Q1 2026OLDER |
| PCA Investment Advisory Services Inc.$300M AUM | 5.89% | $18M | 386.5K | Q1 2026OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 5.85% | $308M | 6.74M | Q1 2026OLDER |
| BAKER BOYER NATIONAL BANK$333M AUM | 5.62% | $19M | 410.2K | Q1 2026OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 5.59% | $54M | 1.18M | Q1 2026OLDER |
| Bridgewealth Advisory Group, LLC$482M AUM | 5.49% | $26M | 580.3K | Q1 2026OLDER |
| OakTrust Wealth Advisors, LLC$110M AUM | 5.39% | $6M | 129.8K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 5.34% | $30M | 652.9K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 5.31% | $15M | 330.1K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 5.17% | $10M | 223.5K | Q1 2026OLDER |
| Scott Capital Advisors, LLC$639M AUM | 5.15% | $33M | 722.9K | Q2 2026 |
| Keenan, LLC$119M AUM | 5.15% | $6M | 133.6K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 5.13% | $8M | 169.8K | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 5.10% | $13M | 295.4K | Q1 2026OLDER |
| Flavin Financial Services, Inc.$149M AUM | 5.08% | $8M | 165.5K | Q1 2026OLDER |
| Riverpoint Wealth Management Holdings, LLC$470M AUM | 5.07% | $24M | 522.6K | Q1 2026OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 4.96% | $31M | 687.0K | Q1 2026OLDER |
| Resolute Wealth Strategies, LLC$232M AUM | 4.95% | $11M | 251.5K | Q1 2026OLDER |
| Watchman Group, Inc.$413M AUM | 4.88% | $20M | 442.4K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 4.88% | $7M | 14.0K | Q3 2025OLDER |
| Tidemark, LLC$393M AUM | 4.88% | $19M | 421.1K | Q1 2026OLDER |
| KFA Private Wealth Group, LLC$417M AUM | 4.88% | $20M | 445.7K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 4.87% | $41M | 903.8K | Q2 2026 |
| Sachetta, LLC$184M AUM | 4.84% | $9M | 195.8K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 4.84% | $22M | 474.4K | Q3 2025OLDER |
| Dentgroup LLC$146M AUM | 4.83% | $7M | 152.8K | Q4 2025OLDER |
| Financial Strategies Group, Inc.$598M AUM | 4.77% | $29M | 621.4K | Q1 2026OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 4.69% | $17M | 373.0K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 4.68% | $69M | 1.51M | Q1 2026OLDER |
| Davis Wealth Advisors, LLC$120M AUM | 4.68% | $6M | 123.4K | Q1 2026OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 4.66% | $9M | 196.9K | Q1 2026OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 4.63% | $36M | 784.5K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 4.50% | $14M | 313.4K | Q1 2026OLDER |
| ETF Portfolio Partners, Inc.$381M AUM | 4.39% | $17M | 366.4K | Q1 2026OLDER |
| EdgeRock Capital LLC$370M AUM | 4.37% | $16M | 354.1K | Q1 2026OLDER |
| Leelyn Smith, LLC$713M AUM | 4.31% | $31M | 674.3K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 4.27% | $6M | 140.0K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 4.21% | $53M | 1.16M | Q1 2026OLDER |
| Schwallier Wealth Management LLC$137M AUM | 4.11% | $6M | 123.3K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 4.06% | $466M | 10.21M | Q1 2026OLDER |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 4.03% | $6M | 126.1K | Q1 2026OLDER |
| Clearview Wealth Management LLC$141M AUM | 4.02% | $6M | 124.7K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 4.02% | $130M | 2.84M | Q1 2026OLDER |
| Clearwave Capital, LLC$146M AUM | 3.98% | $6M | 127.6K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 3.92% | $229M | 5.02M | Q1 2026OLDER |
| Cadia Private Client LLC$123M AUM | 3.83% | $5M | 103.5K | Q1 2026OLDER |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 3.66% | $39M | 844.7K | Q1 2026OLDER |
| LongView Wealth Management$390M AUM | 3.61% | $14M | 309.6K | Q2 2026 |
| KICKSTAND VENTURES, LLC.$475M AUM | 3.61% | $17M | 375.8K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 3.57% | $7M | 147.1K | Q1 2026OLDER |
| Souders Financial Advisors$876M AUM | 3.50% | $31M | 671.7K | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 3.45% | $36M | 794.4K | Q1 2026OLDER |
| Red Mountain Financial, LLC$106M AUM | 3.43% | $4M | 79.8K | Q1 2026OLDER |
| Ipsen Advisor Group LLC$143M AUM | 3.38% | $5M | 105.9K | Q1 2026OLDER |
| Storen Legacy Partners, LLC$367M AUM | 3.37% | $12M | 271.8K | Q2 2026 |
| TFB Advisors LLC$191M AUM | 3.35% | $6M | 140.3K | Q1 2026OLDER |
| WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM | 3.33% | $41M | 898.5K | Q1 2026OLDER |
| 21 West Wealth Management LLC$108M AUM | 3.31% | $4M | 78.0K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 3.27% | $8M | 177.7K | Q1 2026OLDER |
| Sentinel Advisory Group, LLC$205M AUM | 3.25% | $7M | 146.3K | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 3.25% | $9M | 204.6K | Q3 2025OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 3.17% | $183M | 4.01M | Q1 2026OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 3.11% | $37M | 819.2K | Q1 2026OLDER |
| Rooted Wealth Advisors, Inc.$379M AUM | 3.09% | $12M | 254.6K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 3.08% | $59M | 1.30M | Q1 2026OLDER |
| STEPH & CO$351M AUM | 3.06% | $11M | 235.2K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 3.03% | $9M | 190.4K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 3.02% | $13M | 274.2K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 3.02% | $4M | 86.9K | Q1 2026OLDER |
| Sonoma Allocations LLC$322M AUM | 2.88% | $9M | 203.9K | Q2 2026 |
| Cornerstone Wealth, LLC/TN$178M AUM | 2.87% | $5M | 111.1K | Q1 2026OLDER |
| Centerline Wealth Advisors, LLC$319M AUM | 2.86% | $9M | 200.5K | Q2 2026 |
| InTrack Investment Management Inc$175M AUM | 2.73% | $5M | 104.9K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 2.69% | $36M | 787.5K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 2.69% | $4.4B | 95.85M | Q1 2026OLDER |
| Masso Torrence Wealth Management Inc.$240M AUM | 2.68% | $6M | 139.3K | Q3 2025OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 2.66% | $4M | 90.1K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 2.58% | $35M | 767.8K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 2.56% | $23M | 509.0K | Q2 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 2.53% | $4M | 85.8K | Q1 2026OLDER |
| Spectrum Investment Advisors, Inc.$201M AUM | 2.52% | $5M | 111.3K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 2.51% | $33M | 733.8K | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 2.48% | $4M | 83.9K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 2.45% | $7M | 152.6K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 2.44% | $3M | 74.6K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 2.44% | $129M | 2.82M | Q1 2026OLDER |
| DAHRING | CUSMANO LLC$163M AUM | 2.29% | $4M | 81.5K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 2.28% | $19M | 421.1K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 2.27% | $38M | 835.4K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 2.22% | $122M | 2.67M | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 2.22% | $15M | 329.3K | Q1 2026OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 2.22% | $14M | 305.3K | Q1 2026OLDER |
| Clarity Wealth Advisors, LLC$486M AUM | 2.21% | $11M | 235.8K | Q1 2026OLDER |
| Eaton Financial Holdings Company, LLC$305M AUM | 2.19% | $7M | 146.9K | Q1 2026OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 2.19% | $3M | 59.6K | Q2 2026 |
| PRUDENT INVESTORS NETWORK, INC.$459M AUM | 2.13% | $10M | 214.9K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 2.13% | $6M | 130.5K | Q2 2026 |
| TritonPoint Partners, LLC$272M AUM | 2.13% | $6M | 126.3K | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 2.12% | $8M | 173.1K | Q1 2026OLDER |
| LINCOLN CAPITAL CORP$272M AUM | 2.11% | $6M | 125.5K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 2.11% | $8M | 166.0K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 2.05% | $3M | 63.1K | Q1 2026OLDER |
| Tower Wealth Partners, Inc.$181M AUM | 2.04% | $4M | 80.9K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 2.02% | $17M | 373.6K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 2.01% | $14M | 317.0K | Q1 2026OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 2.00% | $3M | 74.8K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 1.98% | $198M | 4.34M | Q1 2026OLDER |
| Family Capital Management, Inc.$225M AUM | 1.97% | $4M | 97.2K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 1.94% | $3M | 65.5K | Q1 2026OLDER |
| Bucket List Wealth Management, LLC$166M AUM | 1.92% | $3M | 70.0K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$177M AUM | 1.89% | $3M | 62.1K | Q1 2026OLDER |
| Waterway Wealth Management, LLC$452M AUM | 1.86% | $8M | 184.5K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 1.86% | $17M | 372.4K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 1.85% | $31M | 677.8K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 1.85% | $7M | 158.9K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 1.84% | $27M | 592.0K | Q4 2025OLDER |
| FORTRESS FINANCIAL GROUP, LLC$135M AUM | 1.84% | $2M | 54.4K | Q1 2026OLDER |
| Walker Financial Services, Inc.$292M AUM | 1.81% | $5M | 115.9K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 1.80% | $24M | 523.0K | Q4 2025OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 1.80% | $85M | 1.99M | Q2 2026 |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 1.80% | $16M | 356.9K | Q1 2026OLDER |
| Woodside Wealth Management LLC$128M AUM | 1.77% | $2M | 49.5K | Q1 2026OLDER |
| Essential Planning, LLC.$315M AUM | 1.74% | $5M | 119.9K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 1.74% | $8M | 177.9K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 1.69% | $3M | 69.4K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 1.67% | $27M | 588.3K | Q1 2026OLDER |
| Barry Investment Advisors, LLC$478M AUM | 1.67% | $8M | 175.1K | Q2 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 1.67% | $30M | 644.4K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 1.66% | $5M | 112.4K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 1.65% | $3M | 63.8K | Q1 2026OLDER |
| Strata Wealth Advisors, LLC$365M AUM | 1.62% | $6M | 129.8K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 1.62% | $15M | 327.3K | Q1 2026OLDER |
| Insight Wealth Partners, LLC$713M AUM | 1.62% | $12M | 252.9K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 1.55% | $29M | 645.3K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 1.54% | $9M | 205.5K | Q1 2026OLDER |
| Sugar Maple Asset Management, LLC$165M AUM | 1.53% | $3M | 55.2K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 1.52% | $2M | 51.9K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 1.49% | $9M | 194.4K | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 1.48% | $4M | 96.6K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 1.48% | $62M | 1.36M | Q1 2026OLDER |
| CMH Wealth Management LLC$655M AUM | 1.46% | $10M | 209.5K | Q2 2026 |
| Mission Financial Group, LLC$108M AUM | 1.44% | $2M | 34.2K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 1.41% | $50M | 1.10M | Q2 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 1.39% | $3M | 69.8K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 1.38% | $36M | 782.4K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 1.38% | $37M | 804.6K | Q1 2026OLDER |
| Shore Point Advisors, LLC$253M AUM | 1.38% | $3M | 85.5K | Q1 2026OLDER |
| Apex Wealth Management, LLC$146M AUM | 1.37% | $2M | 43.9K | Q1 2026OLDER |
| Armor Investment Advisors, LLC$278M AUM | 1.37% | $4M | 83.4K | Q1 2026OLDER |
| Bryant Woods Investment Advisors, LLC$272M AUM | 1.36% | $4M | 81.1K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 1.36% | $11M | 242.2K | Q1 2026OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 1.36% | $4M | 79.5K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 1.35% | $71M | 1.57M | Q2 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 1.35% | $18M | 404.1K | Q1 2026OLDER |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 1.33% | $1M | 30.6K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 1.33% | $22M | 478.0K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 1.28% | $6M | 128.8K | Q2 2026 |
| Gaddis Premier Wealth Advisors LLC$136M AUM | 1.25% | $2M | 37.2K | Q1 2026OLDER |
| Mainsail Financial Group, LLC$240M AUM | 1.25% | $3M | 65.5K | Q1 2026OLDER |
| Horizon Investment Services, LLC$288M AUM | 1.24% | $4M | 78.0K | Q1 2026OLDER |
| SilverOak Wealth Management LLC$632M AUM | 1.23% | $8M | 171.2K | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 1.16% | $2M | 44.5K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 1.16% | $3M | 60.7K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 1.14% | $4M | 98.5K | Q1 2026OLDER |
| FORONJY FINANCIAL LLC$241M AUM | 1.14% | $3M | 60.0K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 1.13% | $2M | 54.4K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 1.12% | $30M | 666.6K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 1.11% | $7M | 158.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 1.11% | $35M | 758.8K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 1.10% | $5M | 115.2K | Q1 2026OLDER |
| GERBER, LLC$179M AUM | 1.09% | $2M | 42.8K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 1.09% | $17M | 369.5K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 1.08% | $8M | 182.2K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 1.07% | $5M | 104.2K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 1.07% | $5M | 101.3K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 1.06% | $58M | 1.26M | Q1 2026OLDER |
| Triangle Securities Wealth Management$504M AUM | 1.02% | $5M | 113.2K | Q2 2026 |
| Paragon Advisors, LLC$371M AUM | 1.01% | $4M | 81.9K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 1.01% | $1M | 25.3K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.98% | $9M | 207.6K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.97% | $34M | 749.6K | Q1 2026OLDER |
| Hartmann Taylor Wealth Management, LLC$151M AUM | 0.97% | $1M | 32.2K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.97% | $11M | 236.8K | Q1 2026OLDER |
| Box Hill Private Wealth LLC$125M AUM | 0.92% | $1M | 25.2K | Q2 2026 |
| Next Level Wealth Planning, LLC$195M AUM | 0.92% | $2M | 39.2K | Q1 2026OLDER |
| BRIGHT FINANCIAL ADVISORS, INC.$218M AUM | 0.92% | $2M | 44.0K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.91% | $56M | 1.22M | Q1 2026OLDER |
| Powell Investment Advisors, LLC$290M AUM | 0.91% | $3M | 57.4K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.88% | $6M | 139.5K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.87% | $14M | 310.3K | Q1 2026OLDER |
| Lakeshore Capital Group, Inc.$123M AUM | 0.84% | $1M | 22.5K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.82% | $15M | 321.7K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.81% | $4M | 90.5K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.81% | $3M | 57.9K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 0.81% | $5M | 115.9K | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 0.80% | $5M | 109.8K | Q1 2026OLDER |
| IRON Financial LLC$229M AUM | 0.79% | $2M | 39.5K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.78% | $18M | 385.2K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.77% | $19M | 425.9K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.77% | $4M | 85.0K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.76% | $2M | 33.7K | Q1 2026OLDER |
| Eley Financial Management, Inc$277M AUM | 0.76% | $2M | 45.9K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.75% | $25M | 544.2K | Q2 2026 |
| TD Capital Management LLC$1.1B AUM | 0.74% | $8M | 180.3K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.74% | $14M | 297.8K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 0.73% | $1M | 23.4K | Q2 2026 |
| Post Resch Tallon Group Inc.$145M AUM | 0.71% | $1M | 22.5K | Q2 2026 |
| Canvas Wealth Advisors, LLC$588M AUM | 0.70% | $4M | 90.6K | Q1 2026OLDER |
| Financial Synergies Wealth Advisors, Inc.$1.2B AUM | 0.69% | $8M | 179.8K | Q2 2026 |
| Abbot Financial Management, Inc.$239M AUM | 0.69% | $2M | 36.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.68% | $181M | 3.97M | Q1 2026OLDER |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 0.68% | $1M | 25.4K | Q1 2026OLDER |
| Essex LLC$566M AUM | 0.68% | $4M | 83.9K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.66% | $60M | 1.32M | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.65% | $58M | 1.27M | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.64% | $41M | 902.7K | Q1 2026OLDER |
| COMMONS CAPITAL, LLC$120M AUM | 0.64% | $954,700 | 20.7K | Q4 2025OLDER |
| Retirement Management Systems Inc.$415M AUM | 0.64% | $3M | 58.1K | Q1 2026OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 0.64% | $4M | 95.9K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.63% | $8M | 166.6K | Q2 2026 |
| Cedar Point Capital Partners, LLC$154M AUM | 0.62% | $961,856 | 21.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.62% | $35M | 759.7K | Q4 2025OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.62% | $2M | 48.7K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.61% | $2M | 36.1K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.60% | $16M | 355.6K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.60% | $12M | 263.3K | Q1 2026OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.60% | $854,868 | 18.8K | Q2 2026 |
| Slagle Financial, LLC$303M AUM | 0.59% | $2M | 39.3K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.59% | $12M | 266.1K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.59% | $5M | 120.1K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.58% | $2M | 39.9K | Q1 2026OLDER |
| Valley Financial Group, Inc.$185M AUM | 0.57% | $1M | 23.2K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.57% | $1M | 29.7K | Q1 2026OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 0.56% | $696,745 | 15.0K | Q3 2025OLDER |
| Rede Wealth, LLC$278M AUM | 0.56% | $2M | 34.0K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.55% | $598,719 | 13.1K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.55% | $6M | 129.2K | Q2 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 0.54% | $4M | 96.2K | Q2 2026 |
| KEYVANTAGE WEALTH, LLC$227M AUM | 0.54% | $1M | 26.8K | Q1 2026OLDER |
| Rinkey Investments$391M AUM | 0.54% | $2M | 46.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.54% | $35M | 764.0K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.53% | $2M | 36.6K | Q2 2026 |
| Intrua Financial, LLC$969M AUM | 0.53% | $5M | 112.7K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.52% | $7M | 150.1K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.51% | $3M | 70.1K | Q1 2026OLDER |
| Cosner Financial Group, LLC$182M AUM | 0.51% | $927,737 | 20.3K | Q1 2026OLDER |
| Marble Wealth, LLC$571M AUM | 0.49% | $3M | 61.3K | Q1 2026OLDER |
| Trust Investment Advisors$171M AUM | 0.49% | $834,465 | 18.3K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.48% | $3M | 60.4K | Q2 2026 |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.47% | $685,853 | 15.0K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.46% | $7M | 161.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.46% | $176M | 3.86M | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.46% | $7M | 163.8K | Q1 2026OLDER |
| William Howard & Co Financial Advisors Inc$129M AUM | 0.46% | $589,732 | 13.0K | Q2 2026 |
| Hoxton Planning & Management, LLC$333M AUM | 0.45% | $2M | 33.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.45% | $57M | 1.24M | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.45% | $57M | 1.25M | Q1 2026OLDER |
| Kearns & Associates LLC$186M AUM | 0.45% | $831,881 | 18.2K | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.45% | $5M | 109.7K | Q1 2026OLDER |
| KOM Wealth Management Group, LLC$147M AUM | 0.45% | $656,162 | 14.4K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.44% | $9M | 187.4K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.44% | $38M | 836.2K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.43% | $24M | 521.5K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.42% | $3M | 58.7K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.42% | $924,011 | 20.3K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.42% | $18M | 387.1K | Q1 2026OLDER |
| Peterson Wealth Advisors, LLC$752M AUM | 0.41% | $3M | 68.0K | Q1 2026OLDER |
| Warwick Investment Management, Inc.$690M AUM | 0.40% | $3M | 60.7K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.40% | $788,359 | 17.3K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.39% | $8M | 181.3K | Q1 2026OLDER |
| Plus Group Wealth Advisors LLC$106M AUM | 0.39% | $412,576 | 9.1K | Q2 2026 |
| Forum Private Client Group LLC$300M AUM | 0.38% | $1M | 25.2K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.38% | $998,667 | 21.9K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.38% | $5M | 109.7K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.37% | $758,143 | 16.6K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.37% | $2M | 33.7K | Q2 2026 |
| WealthBridge Capital Management, LLC$434M AUM | 0.37% | $2M | 34.8K | Q1 2026OLDER |
| MontVue Capital Management, Inc.$147M AUM | 0.37% | $535,950 | 11.7K | Q1 2026OLDER |
| Chris Bulman Inc$228M AUM | 0.36% | $832,062 | 18.2K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.36% | $9M | 189.8K | Q1 2026OLDER |
| Plan A Wealth LLC$209M AUM | 0.36% | $753,095 | 16.5K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.35% | $4M | 80.0K | Q1 2026OLDER |
| NCM Capital Management, LLC$279M AUM | 0.35% | $964,474 | 21.1K | Q1 2026OLDER |
| Seelaus Asset Management LLC$142M AUM | 0.34% | $490,155 | 10.8K | Q2 2026 |
| Register Financial Advisors LLC$271M AUM | 0.34% | $923,178 | 20.2K | Q1 2026OLDER |
| Maple Capital Management, Inc.$1.5B AUM | 0.34% | $5M | 110.6K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.33% | $950,719 | 20.8K | Q1 2026OLDER |
| Landing Point Financial Group, LLC$206M AUM | 0.33% | $680,422 | 14.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.33% | $310M | 6.80M | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.33% | $27M | 581.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.32% | $69M | 1.51M | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.32% | $500,574 | 11.0K | Q1 2026OLDER |
| GreatBanc Trust CO$143M AUM | 0.32% | $456,200 | 10.0K | Q1 2026OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.32% | $1M | 25.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.31% | $223M | 4.89M | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.31% | $1M | 27.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.31% | $210M | 4.61M | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.31% | $10M | 210.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.30% | $32M | 692.8K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.29% | $3M | 58.8K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.29% | $18M | 397.0K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.29% | $22M | 490.7K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.28% | $51M | 1.13M | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.28% | $2M | 42.4K | Q2 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.28% | $29M | 630.3K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.28% | $4M | 85.0K | Q1 2026OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.28% | $618,927 | 13.6K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.28% | $2M | 44.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.27% | $99M | 2.16M | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.27% | $2M | 33.6K | Q4 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.27% | $6M | 135.1K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.27% | $6M | 133.1K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.27% | $11M | 244.7K | Q4 2025OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 0.26% | $1M | 24.1K | Q1 2026OLDER |
| Sensenig Capital Advisors, Inc$109M AUM | 0.26% | $285,041 | 6.3K | Q2 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.26% | $6M | 128.6K | Q1 2026OLDER |
| Brown Financial Advisory$202M AUM | 0.26% | $523,410 | 11.5K | Q1 2026OLDER |
| GUERRA PAN ADVISORS, LLC$162M AUM | 0.26% | $413,619 | 9.1K | Q1 2026OLDER |
| Dupree Financial Group, LLC$248M AUM | 0.25% | $631,654 | 13.8K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 0.25% | $1M | 25.3K | Q1 2026OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 0.25% | $898,246 | 19.7K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.25% | $22M | 491.6K | Q1 2026OLDER |
| Kure Advisory, LLC$184M AUM | 0.25% | $452,961 | 9.9K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.24% | $11M | 249.9K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.24% | $60M | 1.31M | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.24% | $4M | 94.3K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.24% | $7M | 159.2K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.23% | $6M | 128.3K | Q1 2026OLDER |
| Westview Management dba Westview Investment Advisors$192M AUM | 0.23% | $490,222 | 10.6K | Q4 2025OLDER |
| OneAscent Wealth Management LLC$302M AUM | 0.23% | $703,324 | 15.4K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.23% | $3M | 58.0K | Q3 2025OLDER |
| Element Wealth, LLC$242M AUM | 0.23% | $557,385 | 12.2K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.23% | $4M | 82.0K | Q1 2026OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.23% | $3M | 63.1K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.22% | $1M | 26.8K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.22% | $18M | 405.3K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.22% | $3M | 63.5K | Q1 2026OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 0.22% | $590,472 | 12.9K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.22% | $8M | 170.7K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.21% | $3M | 72.6K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.21% | $5M | 120.2K | Q2 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 0.21% | $3M | 73.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.21% | $58M | 1.28M | Q2 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.21% | $28M | 617.0K | Q1 2026OLDER |
| BXM Wealth LLC$130M AUM | 0.21% | $221,628 | 4.8K | Q3 2025OLDER |
| Dakota Wealth Management$4.6B AUM | 0.21% | $10M | 212.0K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.21% | $3M | 70.7K | Q1 2026OLDER |
| ADG Wealth Management Group, LLC$145M AUM | 0.21% | $302,068 | 6.6K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.21% | $5M | 103.7K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.21% | $18M | 392.3K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.20% | $4M | 78.9K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.20% | $398,430 | 8.7K | Q4 2025OLDER |
| NORRIS PERNE & FRENCH LLP/MI$1.5B AUM | 0.20% | $3M | 66.4K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.20% | $245,021 | 5.4K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.20% | $11M | 247.0K | Q1 2026OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.20% | $424,260 | 9.2K | Q4 2025OLDER |
| LCW Services, LLC$201M AUM | 0.20% | $402,688 | 8.8K | Q1 2026OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 0.20% | $267,789 | 5.9K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.19% | $865,998 | 19.0K | Q2 2026 |
| United Advisor Group, LLC$811M AUM | 0.19% | $2M | 33.6K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.19% | $995,386 | 21.6K | Q4 2025OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.19% | $282,479 | 6.2K | Q1 2026OLDER |
| Planning Project LLC$398M AUM | 0.18% | $721,793 | 15.7K | Q4 2025OLDER |
| Elevated Financial Group LLC$308M AUM | 0.18% | $557,385 | 12.2K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.18% | $3M | 61.8K | Q1 2026OLDER |
| F/m Investments LLC$1.5B AUM | 0.18% | $5M | 98.3K | Q3 2025OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.18% | $2M | 48.0K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.17% | $12M | 273.3K | Q2 2026 |
| REICON WEALTH ADVISORS, LLC$132M AUM | 0.17% | $239,408 | 5.2K | Q4 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.17% | $4M | 84.8K | Q1 2026OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.17% | $386,858 | 8.5K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 0.17% | $485,503 | 10.6K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.17% | $15M | 326.9K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.17% | $171,075 | 3.8K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.17% | $1M | 26.8K | Q1 2026OLDER |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 0.17% | $398,772 | 8.7K | Q1 2026OLDER |
| Compass Advisory Group LLC$374M AUM | 0.17% | $617,269 | 13.5K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.16% | $13M | 295.8K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.16% | $2M | 48.0K | Q2 2026 |
| Kingsman Wealth Management, Inc.$178M AUM | 0.16% | $285,950 | 6.3K | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.16% | $1M | 23.8K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.16% | $200,943 | 4.4K | Q2 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.16% | $4M | 95.2K | Q1 2026OLDER |
| Bay Capital Advisors, LLC$162M AUM | 0.16% | $255,987 | 5.6K | Q4 2025OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.16% | $820,613 | 18.0K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.15% | $461,355 | 10.1K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.15% | $791,160 | 17.3K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.15% | $3M | 63.6K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.15% | $576,421 | 12.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.15% | $11M | 244.9K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.15% | $2M | 44.4K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.15% | $3M | 55.9K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.14% | $1M | 22.3K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.14% | $576,650 | 12.6K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.14% | $6M | 138.3K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.14% | $12M | 261.8K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.14% | $408,253 | 8.9K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.14% | $6M | 130.5K | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 0.14% | $936,031 | 20.5K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.14% | $221,713 | 4.9K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 0.14% | $409,075 | 9.0K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.13% | $2M | 53.8K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.13% | $334,197 | 7.3K | Q1 2026OLDER |
| CGC Financial Services, LLC$346M AUM | 0.13% | $453,417 | 9.9K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.13% | $2M | 40.2K | Q1 2026OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.13% | $1M | 27.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.13% | $485M | 10.63M | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.13% | $1M | 24.7K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.13% | $11M | 247.4K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 0.13% | $525,086 | 11.5K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.12% | $753,871 | 16.5K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.12% | $110M | 1.76M | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.12% | $3M | 68.9K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.12% | $252,970 | 5.5K | Q3 2025OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 0.12% | $1M | 23.5K | Q1 2026OLDER |
| Wheelhouse Advisory Group LLC$302M AUM | 0.12% | $277,077 | 6.0K | Q3 2025OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.12% | $2M | 46.3K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.12% | $8M | 179.9K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.12% | $12M | 253.7K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.12% | $216,180 | 4.7K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.12% | $996,523 | 21.8K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.12% | $3M | 68.5K | Q1 2026OLDER |
| Access Investment Management LLC$376M AUM | 0.11% | $431,338 | 9.5K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.11% | $1M | 26.5K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.11% | $6M | 137.8K | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.11% | $5M | 119.1K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.11% | $4M | 97.6K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.11% | $78M | 1.72M | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 0.11% | $828,075 | 18.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.11% | $357M | 7.83M | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.11% | $3M | 74.3K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.