FIRST TR EXCHANGE-TRADED FD
CUSIP 336917109
First Tr Exchange-Traded Fd has 503 institutional holders in Filings Flow’s 13F database, together reporting 88.51M shares worth $4.3B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Morgan Stanley, and Ameriprise Financial Inc.
Institutional Holders
503
Q1 2026
Reported Value
$4.3B
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 |
|---|---|---|---|---|
| Center for Wealth Management Advisory$139M AUM | 10.40% | $14M | 284.4K | Q1 2026OLDER |
| HC Advisors, LLC$149M AUM | 9.95% | $15M | 292.7K | Q1 2026OLDER |
| Del-Sette Capital Management, LLC$167M AUM | 8.70% | $15M | 286.1K | Q1 2026OLDER |
| Rockport Wealth LLC$549M AUM | 8.19% | $45M | 885.6K | Q1 2026OLDER |
| Randall & Associates Wealth Management$148M AUM | 5.92% | $9M | 172.9K | Q1 2026OLDER |
| Southland Equity Partners LLC$513M AUM | 5.52% | $28M | 557.5K | Q1 2026OLDER |
| Keeler Thomas Management LLC$236M AUM | 5.07% | $12M | 235.9K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 4.53% | $24M | 321.2K | Q1 2026OLDER |
| HFG Advisors, Inc.$142M AUM | 4.37% | $6M | 122.3K | Q1 2026OLDER |
| Hidden Cove Wealth Management, LLC$156M AUM | 4.19% | $7M | 128.5K | Q1 2026OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 3.96% | $5M | 94.9K | Q2 2026 |
| BlueChip Wealth Advisors LLC$228M AUM | 3.78% | $9M | 169.7K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 3.65% | $80M | 1.57M | Q1 2026OLDER |
| Compass Financial Services Inc$231M AUM | 3.64% | $8M | 165.3K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 3.57% | $38M | 738.2K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 3.35% | $10M | 187.1K | Q1 2026OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 3.34% | $4M | 74.6K | Q1 2026OLDER |
| MANCHESTER FINANCIAL INC$521M AUM | 3.08% | $16M | 315.6K | Q1 2026OLDER |
| PMG Wealth Management, Inc.$139M AUM | 3.00% | $4M | 81.9K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 2.83% | $10M | 201.4K | Q2 2026 |
| Oxford Wealth Group, LLC$183M AUM | 2.54% | $5M | 91.5K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 2.48% | $3M | 56.5K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 2.39% | $12M | 251.2K | Q2 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 2.39% | $24M | 472.0K | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 2.36% | $2M | 47.6K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 2.34% | $6M | 108.3K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 2.18% | $13M | 261.7K | Q2 2026 |
| ROI Financial Advisors, LLC$167M AUM | 2.18% | $4M | 71.7K | Q1 2026OLDER |
| EWG Elevate Inc.$320M AUM | 2.02% | $6M | 149.2K | Q3 2025OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 1.88% | $6M | 117.3K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 1.85% | $13M | 256.6K | Q1 2026OLDER |
| Wagner Wealth Management, Corp$111M AUM | 1.82% | $2M | 40.0K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 1.78% | $2M | 39.4K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 1.78% | $12M | 233.3K | Q1 2026OLDER |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 1.65% | $5M | 101.8K | Q1 2026OLDER |
| SHEPHERD KAPLAN KROCHUK, LLC$119M AUM | 1.65% | $2M | 38.6K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 1.58% | $7M | 160.7K | Q3 2025OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 1.51% | $3M | 62.2K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 1.51% | $14M | 274.1K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 1.49% | $8M | 156.3K | Q1 2026OLDER |
| Lighthouse Wealth Management Inc.$147M AUM | 1.30% | $2M | 37.8K | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 1.26% | $3M | 62.2K | Q1 2026OLDER |
| Entruity Wealth, LLC$147M AUM | 1.25% | $2M | 36.3K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 1.22% | $7M | 131.0K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 1.21% | $5M | 94.8K | Q1 2026OLDER |
| Leelyn Smith, LLC$713M AUM | 1.15% | $8M | 160.8K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 1.13% | $2M | 48.6K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 1.13% | $5M | 92.8K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 1.09% | $4M | 84.7K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 1.03% | $4M | 86.0K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 1.02% | $2M | 31.8K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.89% | $5M | 106.3K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.83% | $4M | 72.0K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.82% | $5M | 96.0K | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 0.82% | $2M | 35.4K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.82% | $3M | 54.1K | Q1 2026OLDER |
| Fortitude Financial, LLC$111M AUM | 0.80% | $966,608 | 18.1K | Q3 2025OLDER |
| NWM ADVISORS, LLC$110M AUM | 0.75% | $825,500 | 16.3K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.74% | $2M | 42.4K | Q2 2026 |
| Illumine Investment Management, LLC$130M AUM | 0.72% | $942,030 | 18.5K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.71% | $3M | 52.3K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.67% | $13M | 254.4K | Q1 2026OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.65% | $8M | 161.7K | Q1 2026OLDER |
| Finward Bancorp$125M AUM | 0.64% | $795,324 | 15.7K | Q1 2026OLDER |
| Santori & Peters, Inc.$321M AUM | 0.63% | $2M | 40.1K | Q1 2026OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 0.63% | $5M | 96.7K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.58% | $13M | 252.8K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.58% | $2M | 36.3K | Q1 2026OLDER |
| Spectrum Wealth Advisory Group, LLC$269M AUM | 0.57% | $2M | 30.3K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.54% | $948,646 | 18.7K | Q1 2026OLDER |
| Altus Wealth Group LLC$244M AUM | 0.54% | $1M | 26.0K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.53% | $1M | 33.3K | Q3 2025OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.53% | $2M | 44.5K | Q1 2026OLDER |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.52% | $736,311 | 14.5K | Q1 2026OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.49% | $2M | 30.4K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.49% | $1M | 25.7K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.49% | $1M | 25.7K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.48% | $7M | 137.0K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.47% | $3M | 54.5K | Q2 2026 |
| Neumann Capital Management, LLC$340M AUM | 0.47% | $2M | 31.4K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.46% | $3M | 59.2K | Q4 2025OLDER |
| OakTrust Wealth Advisors, LLC$110M AUM | 0.46% | $501,098 | 9.9K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.45% | $2M | 39.6K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.45% | $748,538 | 14.7K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.45% | $8M | 158.5K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.44% | $2M | 43.0K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.43% | $6M | 126.5K | Q1 2026OLDER |
| tru Independence LLC$202M AUM | 0.43% | $869,250 | 17.1K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.42% | $4M | 77.2K | Q1 2026OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 0.39% | $730,461 | 14.4K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.37% | $9M | 186.2K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.37% | $720,192 | 14.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.35% | $23M | 445.1K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.34% | $521,120 | 10.3K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.34% | $28M | 542.7K | Q1 2026OLDER |
| Mission Creek Capital Partners, Inc.$501M AUM | 0.34% | $2M | 33.9K | Q1 2026OLDER |
| Sargent Investment Group, LLC$759M AUM | 0.33% | $3M | 49.6K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.33% | $4M | 73.7K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.33% | $7M | 145.9K | Q1 2026OLDER |
| Cedrus Wealth Group LLC$108M AUM | 0.33% | $353,833 | 8.0K | Q1 2026OLDER |
| Forge Financial Services LLC$987M AUM | 0.32% | $3M | 62.0K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.31% | $569,266 | 11.2K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.31% | $17M | 330.3K | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 0.31% | $341,884 | 6.7K | Q1 2026OLDER |
| SNS Financial Group, LLC$1.2B AUM | 0.31% | $4M | 69.9K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.29% | $4M | 79.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.29% | $62M | 1.22M | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.29% | $5M | 46.0K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.29% | $1M | 20.9K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.27% | $20M | 394.6K | Q1 2026OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.27% | $652,428 | 13.2K | Q1 2026OLDER |
| 1776 Wealth LLC$254M AUM | 0.27% | $689,966 | 13.6K | Q1 2026OLDER |
| Financial Harvest, LLC$170M AUM | 0.27% | $460,400 | 9.1K | Q1 2026OLDER |
| Meadow Creek Wealth Advisors LLC$155M AUM | 0.26% | $406,298 | 8.0K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.26% | $1M | 14.8K | Q4 2025OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 0.25% | $283,007 | 5.6K | Q1 2026OLDER |
| Teamwork Financial Advisors, LLC$1.1B AUM | 0.25% | $3M | 56.4K | Q2 2026 |
| United Bank$301M AUM | 0.24% | $730,809 | 14.4K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.24% | $2M | 35.3K | Q1 2026OLDER |
| CPR Investments Inc.$150M AUM | 0.24% | $361,323 | 7.1K | Q1 2026OLDER |
| WealthTrust Asset Management, LLC$167M AUM | 0.24% | $400,365 | 7.9K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.24% | $681,508 | 13.4K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.23% | $22M | 425.0K | Q1 2026OLDER |
| Financially in Tune, LLC$116M AUM | 0.23% | $269,291 | 5.3K | Q1 2026OLDER |
| Laraway Financial Advisors Inc$142M AUM | 0.23% | $325,844 | 6.4K | Q1 2026OLDER |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 0.23% | $327,311 | 7.5K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.23% | $8M | 158.4K | Q1 2026OLDER |
| PROMETHIUM ADVISORS,LLC$193M AUM | 0.22% | $426,720 | 8.4K | Q1 2026OLDER |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 0.22% | $286,373 | 5.6K | Q1 2026OLDER |
| PCA Investment Advisory Services Inc.$300M AUM | 0.22% | $649,753 | 12.8K | Q1 2026OLDER |
| Semus Wealth Partners LLC$179M AUM | 0.22% | $386,236 | 7.6K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.21% | $3M | 67.3K | Q1 2026OLDER |
| S Harris Financial Group, LLC$110M AUM | 0.21% | $228,529 | 4.5K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.21% | $1M | 25.7K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.20% | $18M | 363.8K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.20% | $430,784 | 8.5K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.20% | $13M | 246.3K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.20% | $3M | 54.0K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.20% | $1M | 27.0K | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 0.20% | $521,961 | 10.3K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.20% | $3M | 64.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.19% | $724M | 14.25M | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.19% | $7M | 148.9K | Q2 2026 |
| Aspire Capital Advisors LLC$444M AUM | 0.19% | $840,738 | 16.6K | Q1 2026OLDER |
| RESOLUTE CAPITAL, LLC$247M AUM | 0.19% | $463,806 | 9.1K | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 0.19% | $237,363 | 4.7K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.19% | $711,728 | 14.0K | Q1 2026OLDER |
| Crumly & Associates Inc.$522M AUM | 0.18% | $956,023 | 19.6K | Q2 2026 |
| SageOak Financial, LLC$142M AUM | 0.18% | $257,406 | 5.1K | Q1 2026OLDER |
| Atlas Private Wealth Advisors$425M AUM | 0.18% | $757,416 | 14.9K | Q1 2026OLDER |
| STERLING INVESTMENT MANAGEMENT, LLC$167M AUM | 0.18% | $294,640 | 5.8K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.18% | $2M | 32.5K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.17% | $2M | 39.7K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.17% | $2M | 37.9K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.17% | $7M | 160.3K | Q4 2025OLDER |
| Weaver Consulting Group$420M AUM | 0.17% | $707,847 | 13.9K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.17% | $1M | 23.1K | Q1 2026OLDER |
| Petros Family Wealth, LLC$140M AUM | 0.16% | $227,432 | 4.5K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.16% | $6M | 120.0K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.16% | $413,058 | 8.1K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.16% | $234,736 | 5.3K | Q4 2025OLDER |
| MTM Investment Management, LLC$316M AUM | 0.15% | $488,442 | 9.6K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.15% | $6M | 109.6K | Q1 2026OLDER |
| Swisher Financial Concepts, Inc.$179M AUM | 0.15% | $272,085 | 5.4K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.15% | $1M | 20.2K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.15% | $1M | 27.9K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.14% | $1M | 29.5K | Q1 2026OLDER |
| GDS Wealth Management$1.7B AUM | 0.14% | $2M | 49.7K | Q3 2025OLDER |
| Sun Financial Inc$200M AUM | 0.14% | $283,762 | 5.7K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.14% | $1M | 24.2K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.14% | $361,226 | 7.1K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.14% | $277,266 | 5.5K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.14% | $2M | 36.0K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.14% | $5M | 97.0K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.14% | $22M | 441.5K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.14% | $618,589 | 12.2K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.13% | $3M | 55.9K | Q1 2026OLDER |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM | 0.13% | $375,056 | 7.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.13% | $35M | 696.6K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.13% | $538,481 | 10.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.13% | $124M | 2.44M | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.13% | $2M | 33.6K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.13% | $1M | 22.4K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.13% | $414,130 | 8.2K | Q1 2026OLDER |
| Clarus Group, Inc.$279M AUM | 0.13% | $372,414 | 8.6K | Q3 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.13% | $509,114 | 10.0K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.13% | $379,620 | 8.7K | Q3 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.12% | $3M | 52.7K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.12% | $2M | 39.3K | Q2 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.12% | $2M | 37.6K | Q1 2026OLDER |
| Oldfather Financial Services, LLC$336M AUM | 0.12% | $391,037 | 9.0K | Q3 2025OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.12% | $158,285 | 3.1K | Q1 2026OLDER |
| Ergawealth Advisors, Inc.$226M AUM | 0.12% | $253,032 | 5.8K | Q3 2025OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.12% | $1M | 27.3K | Q4 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.11% | $4M | 87.2K | Q1 2026OLDER |
| SALZHAUER MICHAEL$212M AUM | 0.11% | $241,452 | 4.8K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.11% | $1M | 24.9K | Q2 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.11% | $5M | 94.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.11% | $76M | 1.49M | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.11% | $22M | 437.7K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.11% | $215,975 | 4.3K | Q1 2026OLDER |
| apricus wealth, LLC$205M AUM | 0.11% | $216,713 | 4.3K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.10% | $205,730 | 4.6K | Q4 2025OLDER |
| Intrua Financial, LLC$969M AUM | 0.10% | $1M | 19.8K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.10% | $205,435 | 4.0K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.10% | $2M | 36.0K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.10% | $857,898 | 19.8K | Q3 2025OLDER |
| Plotkin Financial Advisors, LLC$199M AUM | 0.10% | $204,717 | 4.6K | Q4 2025OLDER |
| Whelan Financial$322M AUM | 0.10% | $317,449 | 6.2K | Q1 2026OLDER |
| Kessler Investment Group, LLC$211M AUM | 0.10% | $203,149 | 4.0K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.10% | $3M | 68.5K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.09% | $2M | 43.3K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.09% | $1M | 29.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.09% | $14M | 314.1K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 0.09% | $268,986 | 5.3K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.09% | $3M | 53.4K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.08% | $761,850 | 15.0K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.08% | $1M | 6.8K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 0.08% | $320,599 | 6.3K | Q1 2026OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 0.08% | $383,540 | 7.5K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.08% | $1M | 21.1K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.08% | $1M | 24.6K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.08% | $207,264 | 4.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.08% | $255M | 5.01M | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.08% | $15M | 302.3K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.08% | $279,959 | 5.5K | Q1 2026OLDER |
| Pillar Financial Advisors, LLC$171M AUM | 0.08% | $133,350 | 2.6K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.08% | $5M | 93.6K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 0.08% | $370,139 | 7.3K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.08% | $207,264 | 4.1K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.08% | $2M | 40.4K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.08% | $426,332 | 8.4K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.07% | $1M | 28.6K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.07% | $1M | 20.2K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.07% | $368,046 | 7.2K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.07% | $323,676 | 6.7K | Q2 2026 |
| Topsail Wealth Management, LLC$678M AUM | 0.07% | $492,252 | 9.7K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.07% | $331,102 | 6.8K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.07% | $8M | 151.3K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.07% | $1M | 25.4K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.07% | $494,171 | 9.7K | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 0.07% | $434,594 | 8.6K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.07% | $124,375 | 2.4K | Q1 2026OLDER |
| Mattern Wealth Management LLC$513M AUM | 0.07% | $351,688 | 6.9K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.07% | $4M | 83.3K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.07% | $969,848 | 19.1K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.07% | $896,375 | 17.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.06% | $46M | 914.8K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.06% | $398,120 | 7.8K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.06% | $5M | 102.2K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.06% | $6M | 115.5K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.06% | $982,573 | 19.7K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 0.06% | $261,029 | 5.1K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.06% | $2M | 32.3K | Q2 2026 |
| NWF Advisory Services Inc.$886M AUM | 0.06% | $551,741 | 10.9K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.06% | $815,966 | 16.1K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.06% | $197,560 | 3.9K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.06% | $265M | 5.22M | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.06% | $333,807 | 6.6K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.06% | $99M | 1.94M | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.06% | $1M | 20.7K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.06% | $261,315 | 5.1K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.06% | $201,828 | 4.0K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.06% | $74,729 | 1.5K | Q2 2026 |
| Keystone Financial Group$1.5B AUM | 0.06% | $860,121 | 16.9K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.06% | $5M | 90.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.06% | $63M | 1.24M | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.06% | $1M | 21.2K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.06% | $714,025 | 14.1K | Q1 2026OLDER |
| Sloy Dahl & Holst, LLC$728M AUM | 0.06% | $407,924 | 8.0K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.06% | $168,530 | 3.3K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.06% | $2M | 37.1K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.05% | $375,666 | 7.4K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.05% | $5M | 94.6K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.05% | $187,160 | 3.7K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.05% | $187,160 | 3.7K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.05% | $661,416 | 13.0K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.05% | $1M | 23.2K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.05% | $7M | 129.2K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.05% | $1M | 28.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.05% | $38M | 755.1K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.05% | $4M | 69.1K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.05% | $152,400 | 3.0K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.05% | $239,268 | 4.7K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.05% | $1M | 19.9K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.05% | $4M | 80.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.05% | $2M | 46.9K | Q1 2026OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.05% | $289,241 | 6.7K | Q3 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.05% | $161,188 | 3.2K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.05% | $391,678 | 7.7K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.05% | $30M | 593.8K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.05% | $2M | 46.0K | Q1 2026OLDER |
| Financial Advisors Network, Inc.$724M AUM | 0.05% | $333,705 | 6.6K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.04% | $745,646 | 16.8K | Q4 2025OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.04% | $334,315 | 6.6K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.04% | $4M | 84.2K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.04% | $963,076 | 19.0K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.04% | $951,789 | 18.7K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.04% | $399,822 | 7.9K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.04% | $457,200 | 9.0K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.04% | $1M | 29.0K | Q3 2025OLDER |
| Park Place Capital Corp$499M AUM | 0.04% | $204,572 | 4.0K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.04% | $733,516 | 14.4K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.04% | $2M | 34.2K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.04% | $7M | 143.5K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.04% | $1M | 29.3K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.04% | $361,006 | 8.3K | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.04% | $1M | 23.0K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.04% | $886,104 | 17.4K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.04% | $575,992 | 11.3K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.04% | $9M | 176.5K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.04% | $863,600 | 17.0K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.04% | $51,156 | 1.0K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.04% | $724,085 | 14.3K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.04% | $330,562 | 6.5K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.03% | $464,306 | 10.5K | Q4 2025OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.03% | $95,419 | 2.0K | Q2 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.03% | $72M | 1.43M | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.03% | $589,433 | 11.6K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.03% | $315,174 | 7.1K | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.03% | $155,644 | 3.1K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.03% | $230,509 | 4.7K | Q1 2026OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.03% | $91,238 | 1.9K | Q2 2026 |
| United Advisor Group, LLC$811M AUM | 0.03% | $252,783 | 5.0K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 0.03% | $217,170 | 4.3K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.03% | $350,520 | 6.9K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.03% | $967,986 | 19.1K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.03% | $96,520 | 1.9K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.03% | $1M | 30.4K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $160M | 3.15M | Q2 2026 |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.03% | $1M | 23.7K | Q3 2025OLDER |
| Bell Bank$2.4B AUM | 0.03% | $709,676 | 14.0K | Q1 2026OLDER |
| Bensler, LLC$969M AUM | 0.03% | $288,668 | 5.7K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.03% | $58M | 1.15M | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.03% | $903,783 | 17.8K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.03% | $180,340 | 3.5K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.03% | $33,934 | 668 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.03% | $647,068 | 12.7K | Q1 2026OLDER |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.02% | $221,700 | 5.0K | Q4 2025OLDER |
| Eagle Strategies LLC$837M AUM | 0.02% | $204,908 | 4.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $14M | 270.5K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.02% | $728,599 | 14.3K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.02% | $2M | 37.8K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.02% | $845,886 | 16.7K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $22M | 432.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $6M | 125.6K | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.02% | $384M | 8.67M | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $366,584 | 7.2K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.02% | $704,092 | 14.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $126M | 2.48M | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.02% | $316,789 | 6.2K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.02% | $451,055 | 9.0K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.02% | $251,767 | 5.2K | Q2 2026 |
| Principle Wealth Partners LLC$1.7B AUM | 0.02% | $368,808 | 7.3K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $549,880 | 10.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.02% | $684,500 | 14.1K | Q2 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.02% | $996,163 | 19.6K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 35.3K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.02% | $37,061 | 730 | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.02% | $1M | 23.2K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.02% | $55,118 | 1.1K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.02% | $2M | 32.9K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $1M | 29.0K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.02% | $59,910 | 1.2K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $22,301 | 439 | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.02% | $274,591 | 5.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $2M | 44.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $72M | 1.42M | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.02% | $307,594 | 6.1K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.02% | $251,433 | 4.9K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.02% | $23,978 | 472 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $121M | 2.39M | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.02% | $1M | 32.7K | Q4 2025OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.02% | $3M | 63.8K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.02% | $3M | 62.1K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.02% | $50,263 | 989 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.02% | $157,485 | 3.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $6M | 120.2K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $715,957 | 14.1K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.02% | $355,854 | 7.0K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.02% | $154,940 | 3.0K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.02% | $683,981 | 13.5K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.02% | $209,751 | 4.1K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $289,537 | 5.7K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.02% | $66,040 | 1.3K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.02% | $1M | 26.9K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $13M | 260.5K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.02% | $291,722 | 5.7K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $3M | 57.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $2M | 36.8K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.01% | $284,734 | 5.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $6M | 123.4K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $39,817 | 898 | Q4 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $13,970 | 275 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $195,156 | 3.8K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.01% | $60,834 | 1.4K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 42.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $3M | 65.1K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $646,183 | 14.6K | Q4 2025OLDER |
| Copia Wealth Management$146M AUM | 0.01% | $16,154 | 318 | Q1 2026OLDER |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.01% | $17,903 | 368 | Q2 2026 |
| Caprock Group, LLC$4.1B AUM | 0.01% | $447,040 | 8.8K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $933,114 | 21.5K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $4M | 78.2K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $641,452 | 12.6K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $66,040 | 1.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $330,302 | 6.5K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.01% | $470,662 | 9.3K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $250,862 | 4.9K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.01% | $587,813 | 11.6K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.01% | $32,480 | 750 | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $129M | 2.54M | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.01% | $17,528 | 350 | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $282,436 | 5.6K | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.01% | $91,248 | 2.1K | Q3 2025OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.01% | $15,951 | 314 | Q1 2026OLDER |
| SFAM, LLC$108M AUM | 0.01% | $9,042 | 178 | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $730,274 | 14.4K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $381,831 | 7.5K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.01% | $41,148 | 810 | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $4M | 84.9K | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.01% | $109,077 | 2.5K | Q4 2025OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 0.01% | $90,120 | 2.1K | Q3 2025OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.01% | $20,320 | 400 | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.01% | $101,252 | 2.0K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $10M | 200.5K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.01% | $35,103 | 691 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.01% | $518,566 | 10.2K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $274,118 | 6.2K | Q4 2025OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.01% | $19,022 | 429 | Q4 2025OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $917,434 | 18.1K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $277,599 | 6.4K | Q3 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $660,773 | 13.0K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $348,735 | 6.9K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 0.01% | $36,714 | 828 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $3M | 63.9K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.01% | $13,023 | 300 | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $239,404 | 4.7K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $349,961 | 6.9K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.01% | $30,218 | 621 | Q2 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $279,775 | 5.8K | Q2 2026 |
| Spire Wealth Management$2.9B AUM | 0.01% | $153,524 | 3.0K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.01% | $58,973 | 1.3K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $693,161 | 13.6K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.01% | $256,945 | 5.2K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.01% | $46,990 | 925 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $3M | 63.3K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $21,590 | 425 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $7M | 138.2K | Q1 2026OLDER |
| CAPITAL & PLANNING, LLC$165M AUM | 0.00% | $7,620 | 150 | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $326,577 | 6.4K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $409,092 | 8.1K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $109,290 | 2.2K | Q2 2026 |
| Navalign, LLC$396M AUM | 0.00% | $16,539 | 373 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3M | 63.3K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.00% | $13,970 | 275 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $3M | 64.7K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.00% | $5,444 | 107 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $90,373 | 1.8K | Q1 2026OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 0.00% | $222,910 | 4.4K | Q1 2026OLDER |
| Eukles Asset Management$224M AUM | 0.00% | $7,620 | 150 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 34.6K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $45M | 884.7K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $20,620 | 475 | Q3 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $768,147 | 15.1K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $336,144 | 6.6K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $43,434 | 855 | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $4,775 | 94 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $21M | 417.1K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $550,886 | 10.8K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $297,332 | 5.9K | Q1 2026OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.00% | $45,720 | 900 | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $331,572 | 6.5K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 25.4K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $248,424 | 4.9K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $7,112 | 140 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $44,704 | 880 | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $461,483 | 10.6K | Q3 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $602,449 | 12.0K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $62,128 | 1.2K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $264,819 | 5.2K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $9,093 | 179 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $84,836 | 1.7K | Q2 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $32,156 | 633 | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.00% | $5,588 | 110 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $284,125 | 5.6K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $241,199 | 4.7K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $349,656 | 6.9K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $252,396 | 5.0K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $476,525 | 10.7K | Q4 2025OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $530,927 | 12.0K | Q4 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $251,968 | 5.0K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $13,530 | 266 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $100,920 | 2.0K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $8,738 | 172 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $745,983 | 14.7K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $19,953 | 450 | Q4 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $50,460 | 1.0K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $922,901 | 18.2K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $14,986 | 295 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.