FIRST TR EXCHANGE-TRADED FD
CUSIP 33733E302
First Tr Exchange-Traded Fd has 545 institutional holders in Filings Flow’s 13F database, together reporting 10.59M shares worth $2.5B as of Q1 2026. The largest reported holders are Morgan Stanley, Citigroup Inc, and Lpl Financial LLC.
Institutional Holders
545
Q1 2026
Reported Value
$2.5B
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 |
|---|---|---|---|---|
| O'Dell Group, LLC$466M AUM | 6.27% | $29M | 104.4K | Q3 2025OLDER |
| Warner Group LLC$153M AUM | 5.40% | $8M | 35.4K | Q1 2026OLDER |
| 360 Financial, Inc.$332M AUM | 4.49% | $15M | 55.2K | Q4 2025OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 4.19% | $5M | 20.2K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 3.25% | $7M | 28.7K | Q1 2026OLDER |
| Holistic Financial Partners$269M AUM | 2.52% | $7M | 29.0K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 2.30% | $7M | 31.6K | Q1 2026OLDER |
| Wealth Management Partners, LLC$350M AUM | 2.14% | $7M | 32.0K | Q1 2026OLDER |
| Somerset Group LLC$135M AUM | 2.12% | $3M | 10.9K | Q1 2026OLDER |
| Plotkin Financial Advisors, LLC$199M AUM | 1.89% | $4M | 16.1K | Q1 2026OLDER |
| Tamar Securities, LLC$934M AUM | 1.86% | $17M | 74.4K | Q1 2026OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 1.85% | $8M | 27.0K | Q3 2025OLDER |
| Paller Financial Services Inc$134M AUM | 1.75% | $2M | 9.1K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 1.70% | $6M | 22.6K | Q2 2026 |
| PVG ASSET MANAGEMENT CORP$173M AUM | 1.67% | $490,719 | 1.8K | Q3 2025OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 1.45% | $1M | 5.9K | Q1 2026OLDER |
| Southland Equity Partners LLC$513M AUM | 1.43% | $7M | 31.4K | Q1 2026OLDER |
| Antonelli Financial Advisors, LLC$145M AUM | 1.43% | $2M | 8.8K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 1.40% | $21M | 89.3K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 1.35% | $4M | 18.5K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 1.35% | $2M | 10.7K | Q1 2026OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 1.32% | $4M | 16.3K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 1.30% | $2M | 7.2K | Q2 2026 |
| GUERRA PAN ADVISORS, LLC$162M AUM | 1.11% | $2M | 7.6K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 1.09% | $6M | 24.8K | Q1 2026OLDER |
| Wagner Wealth Management, Corp$111M AUM | 1.05% | $1M | 3.9K | Q4 2025OLDER |
| MGB Wealth Management, LLC$350M AUM | 1.04% | $4M | 13.4K | Q4 2025OLDER |
| HFG Advisors, Inc.$142M AUM | 0.91% | $1M | 5.5K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.89% | $8M | 30.3K | Q2 2026 |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.85% | $5M | 18.3K | Q3 2025OLDER |
| TradeWell Securities, LLC.$237M AUM | 0.80% | $2M | 8.1K | Q1 2026OLDER |
| Smart Portfolios, LLC$100M AUM | 0.76% | $764,418 | 3.3K | Q1 2026OLDER |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 0.73% | $1M | 5.4K | Q1 2026OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.73% | $2M | 7.2K | Q2 2026 |
| WealthBridge Capital Management, LLC$434M AUM | 0.71% | $3M | 13.2K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.71% | $10M | 44.2K | Q1 2026OLDER |
| Quantum Private Wealth, LLC$324M AUM | 0.70% | $2M | 9.7K | Q1 2026OLDER |
| Ebert Capital Management Inc.$107M AUM | 0.70% | $740,687 | 2.8K | Q2 2026 |
| Rooted Wealth Advisors, Inc.$379M AUM | 0.69% | $3M | 9.9K | Q1 2026OLDER |
| Concentrum Wealth Management$339M AUM | 0.67% | $2M | 9.7K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.67% | $7M | 25.4K | Q4 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.67% | $3M | 11.3K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.64% | $6M | 24.9K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 0.64% | $2M | 5.8K | Q4 2025OLDER |
| Resolute Wealth Strategies, LLC$232M AUM | 0.64% | $1M | 6.3K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 0.63% | $1M | 5.7K | Q1 2026OLDER |
| 1776 Wealth LLC$254M AUM | 0.61% | $2M | 6.7K | Q1 2026OLDER |
| Tudor Financial Inc.$196M AUM | 0.61% | $1M | 4.4K | Q4 2025OLDER |
| TriaGen Wealth Management LLC$366M AUM | 0.60% | $2M | 8.6K | Q4 2025OLDER |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 0.59% | $2M | 8.6K | Q2 2026 |
| MTM Investment Management, LLC$316M AUM | 0.59% | $2M | 7.9K | Q1 2026OLDER |
| Bawa N Mallick Trust$244M AUM | 0.58% | $1M | 6.1K | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 0.58% | $2M | 6.3K | Q4 2025OLDER |
| Unconventional Investor, LLC$211M AUM | 0.57% | $1M | 5.1K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 0.55% | $4M | 13.3K | Q3 2025OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.53% | $2M | 5.7K | Q3 2025OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.52% | $3M | 9.3K | Q2 2026 |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.51% | $1M | 6.2K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.47% | $853,039 | 3.6K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.45% | $16M | 69.3K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.43% | $3M | 12.1K | Q1 2026OLDER |
| Mission Creek Capital Partners, Inc.$501M AUM | 0.43% | $2M | 9.2K | Q1 2026OLDER |
| Sherman Wealth Management LLC$133M AUM | 0.42% | $556,441 | 2.1K | Q2 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM | 0.42% | $2M | 7.1K | Q1 2026OLDER |
| REDSTONE WEALTH MANAGEMENT, LLC$125M AUM | 0.40% | $501,760 | 2.1K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.37% | $7M | 24.8K | Q4 2025OLDER |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 0.37% | $10M | 44.0K | Q1 2026OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.37% | $2M | 7.8K | Q1 2026OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 0.36% | $622,412 | 2.3K | Q1 2026OLDER |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.35% | $485,846 | 2.1K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.34% | $6M | 25.5K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.34% | $1M | 4.4K | Q4 2025OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.33% | $537,333 | 2.3K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.33% | $981,756 | 4.2K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.32% | $840,639 | 3.0K | Q3 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.31% | $9M | 34.1K | Q4 2025OLDER |
| Karnit Road Accident Victims Compensation Fund$170M AUM | 0.31% | $531,248 | 2.3K | Q1 2026OLDER |
| First International Bank of Israel Ltd.$340M AUM | 0.31% | $647,109 | 2.4K | Q4 2025OLDER |
| Watts Gwilliam & Co., LLC$620M AUM | 0.31% | $2M | 6.8K | Q3 2025OLDER |
| MWA Asset Management$183M AUM | 0.31% | $560,037 | 2.4K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.30% | $3M | 11.8K | Q1 2026OLDER |
| TRUST CO OF OKLAHOMA$343M AUM | 0.30% | $1M | 3.8K | Q4 2025OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.30% | $721,366 | 2.8K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.29% | $4M | 18.4K | Q1 2026OLDER |
| HERBST GROUP, LLC$183M AUM | 0.29% | $529,440 | 2.0K | Q2 2026 |
| PCG Wealth Advisors, LLC$395M AUM | 0.29% | $1M | 4.9K | Q1 2026OLDER |
| Mission Hills Financial Advisory, LLC$195M AUM | 0.28% | $545,524 | 2.3K | Q1 2026OLDER |
| Ridgeline Wealth Planning, LLC$137M AUM | 0.28% | $380,767 | 1.6K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.28% | $9M | 37.7K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.26% | $562,374 | 2.4K | Q1 2026OLDER |
| Emissary Wealth LLC$107M AUM | 0.26% | $278,262 | 1.2K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.25% | $1M | 4.7K | Q1 2026OLDER |
| PCG ASSET MANAGEMENT, LLC$125M AUM | 0.25% | $313,600 | 1.3K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.24% | $742,398 | 2.8K | Q4 2025OLDER |
| WealthShield Partners, LLC$898M AUM | 0.23% | $2M | 8.8K | Q1 2026OLDER |
| Fortune Financial Group, Inc.$111M AUM | 0.22% | $247,604 | 1.1K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.22% | $482,819 | 1.8K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 0.22% | $436,934 | 1.9K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.21% | $675,036 | 2.5K | Q2 2026 |
| Quad-Cities Investment Group, LLC$278M AUM | 0.21% | $577,354 | 2.2K | Q2 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.20% | $5M | 22.1K | Q1 2026OLDER |
| 626 Financial, LLC$224M AUM | 0.20% | $445,594 | 1.9K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.20% | $712,855 | 3.0K | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 0.20% | $259,071 | 1.1K | Q1 2026OLDER |
| ATX Financial Planning, LLC$132M AUM | 0.19% | $256,263 | 1.1K | Q1 2026OLDER |
| Mullooly Asset Management, Inc.$271M AUM | 0.19% | $520,718 | 2.2K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.19% | $621,133 | 2.7K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.19% | $857,252 | 3.7K | Q1 2026OLDER |
| tru Independence LLC$202M AUM | 0.18% | $361,810 | 1.5K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.18% | $394,015 | 1.4K | Q3 2025OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.18% | $1M | 4.6K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.17% | $2M | 6.8K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 0.17% | $698,392 | 3.0K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 0.17% | $217,497 | 808 | Q4 2025OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 0.16% | $417,744 | 1.8K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.16% | $346,130 | 1.5K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.15% | $2M | 8.5K | Q1 2026OLDER |
| Dale Q Rice Investment Management Ltd$132M AUM | 0.15% | $211,575 | 786 | Q4 2025OLDER |
| Balance Wealth, LLC$322M AUM | 0.15% | $474,070 | 2.0K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.15% | $15M | 62.7K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.15% | $892,824 | 3.8K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.14% | $10M | 43.8K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.14% | $967,769 | 4.6K | Q2 2026 |
| Global View Capital Management LLC$377M AUM | 0.14% | $534,992 | 2.3K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.13% | $224,201 | 958 | Q1 2026OLDER |
| Griffith & Werner, Inc.$202M AUM | 0.13% | $262,582 | 1.1K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.13% | $1M | 5.0K | Q1 2026OLDER |
| Decker Wealth Management LLC$456M AUM | 0.13% | $583,044 | 2.2K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.13% | $297,750 | 1.1K | Q3 2025OLDER |
| Sensible Money, LLC$329M AUM | 0.13% | $413,063 | 1.8K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.12% | $7M | 31.7K | Q1 2026OLDER |
| Fusion Capital, LLC$371M AUM | 0.12% | $443,955 | 1.9K | Q1 2026OLDER |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 0.12% | $368,832 | 1.6K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.12% | $946,699 | 3.4K | Q3 2025OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 0.12% | $685,240 | 2.9K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.12% | $773,758 | 2.8K | Q3 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.12% | $82M | 305.5K | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.12% | $271M | 1.16M | Q1 2026OLDER |
| Genesee Capital Advisors, LLC$239M AUM | 0.12% | $274,985 | 1.2K | Q1 2026OLDER |
| Sargent Investment Group, LLC$759M AUM | 0.12% | $873,634 | 3.7K | Q1 2026OLDER |
| Rockline Wealth Management, LLC$460M AUM | 0.11% | $528,440 | 2.3K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.11% | $232,033 | 862 | Q4 2025OLDER |
| Crown Wealth Group, LLC$340M AUM | 0.11% | $375,618 | 1.6K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.11% | $295,112 | 1.3K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.11% | $9M | 36.8K | Q1 2026OLDER |
| CATALYST PRIVATE WEALTH, LLC$185M AUM | 0.11% | $200,798 | 858 | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.11% | $729,940 | 3.1K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.11% | $949,928 | 4.1K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.11% | $984,564 | 4.2K | Q1 2026OLDER |
| Ergawealth Advisors, Inc.$226M AUM | 0.11% | $227,043 | 811 | Q3 2025OLDER |
| SP Asset Management LLC$1.1B AUM | 0.10% | $1M | 5.1K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.10% | $566,353 | 2.4K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.10% | $1M | 3.8K | Q4 2025OLDER |
| Capital Investment Counsel, LLC$730M AUM | 0.10% | $736,024 | 3.1K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.10% | $2M | 10.3K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.10% | $320,621 | 1.4K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.10% | $706,731 | 3.0K | Q1 2026OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 0.10% | $218,556 | 781 | Q3 2025OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.10% | $234,030 | 1.0K | Q1 2026OLDER |
| Green Ridge Wealth Planning LLC$238M AUM | 0.10% | $227,130 | 858 | Q2 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.09% | $2M | 6.4K | Q4 2025OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.09% | $172,948 | 739 | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.09% | $7M | 30.3K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.09% | $250,607 | 931 | Q4 2025OLDER |
| Black Swift Group, LLC$571M AUM | 0.09% | $538,360 | 2.0K | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.09% | $7M | 30.8K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.09% | $1M | 4.4K | Q4 2025OLDER |
| Basepoint Wealth LLC$175M AUM | 0.09% | $151,885 | 649 | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.09% | $15M | 64.9K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.08% | $225,271 | 805 | Q3 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.08% | $5M | 22.5K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.08% | $708,391 | 2.7K | Q2 2026 |
| Bensler, LLC$969M AUM | 0.08% | $807,402 | 3.5K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.08% | $460,571 | 2.0K | Q1 2026OLDER |
| Clarus Group, Inc.$279M AUM | 0.08% | $229,583 | 981 | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.08% | $1M | 5.4K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.08% | $268,646 | 960 | Q3 2025OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.08% | $311,260 | 1.3K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.08% | $135,737 | 580 | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.08% | $167,904 | 600 | Q3 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.08% | $2M | 8.8K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.07% | $1M | 5.0K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.07% | $647,995 | 2.4K | Q2 2026 |
| Rollins Financial Advisors, LLC$632M AUM | 0.07% | $444,423 | 1.9K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.07% | $300,026 | 1.3K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.07% | $343,088 | 1.5K | Q1 2026OLDER |
| Aspen Capital Management, LLC$404M AUM | 0.07% | $282,006 | 1.2K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.07% | $293,708 | 1.3K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.07% | $1M | 6.4K | Q2 2026 |
| TruWealth Advisors, LLC$2.1B AUM | 0.07% | $1M | 6.1K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.07% | $647,327 | 2.8K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.07% | $1M | 5.9K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.07% | $844,145 | 3.6K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 0.07% | $300,496 | 1.3K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.06% | $221,240 | 794 | Q3 2025OLDER |
| Atlas Private Wealth Advisors$425M AUM | 0.06% | $273,505 | 1.2K | Q1 2026OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.06% | $234,030 | 1.0K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.06% | $255,721 | 950 | Q4 2025OLDER |
| Madison Wealth Partners, Inc$627M AUM | 0.06% | $390,362 | 1.7K | Q1 2026OLDER |
| CLEAR WAVE WEALTH MANAGEMENT LLC$463M AUM | 0.06% | $287,559 | 1.2K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.06% | $290,665 | 1.2K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.06% | $235,866 | 891 | Q2 2026 |
| Dorsey Wright & Associates$807M AUM | 0.06% | $498,717 | 2.1K | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.06% | $452,848 | 1.9K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.06% | $4M | 16.2K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.06% | $284,112 | 1.2K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.06% | $2M | 9.2K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.06% | $2M | 9.4K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.06% | $1M | 6.4K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.06% | $629,775 | 2.7K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.06% | $369,066 | 1.6K | Q1 2026OLDER |
| Berkshire Money Management, Inc.$976M AUM | 0.06% | $588,966 | 2.2K | Q4 2025OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.06% | $145,567 | 622 | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.06% | $4M | 18.8K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.05% | $1M | 4.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.05% | $3M | 11.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.05% | $709,812 | 3.0K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.05% | $458,933 | 2.0K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.05% | $983,128 | 4.2K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.05% | $275,219 | 1.2K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.05% | $434,711 | 1.9K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 0.05% | $956,666 | 3.6K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.05% | $2M | 9.6K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.05% | $1M | 5.8K | Q2 2026 |
| EWA, LLC$441M AUM | 0.05% | $211,037 | 784 | Q4 2025OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.05% | $164,523 | 703 | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.05% | $293,832 | 1.1K | Q3 2025OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.05% | $218,350 | 933 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.05% | $35M | 149.4K | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.05% | $245,223 | 911 | Q4 2025OLDER |
| Leelyn Smith, LLC$713M AUM | 0.05% | $353,853 | 1.5K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.05% | $823,152 | 3.1K | Q4 2025OLDER |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 0.05% | $668,858 | 2.9K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.05% | $263,716 | 980 | Q4 2025OLDER |
| Austin Wealth Management, LLC$440M AUM | 0.05% | $213,227 | 889 | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.05% | $65,060 | 278 | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.05% | $132,092 | 499 | Q2 2026 |
| Cambridge Advisors Inc.$515M AUM | 0.05% | $244,795 | 1.0K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.05% | $4M | 16.5K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.05% | $236,370 | 1.0K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.05% | $320,153 | 1.4K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.05% | $95M | 404.5K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.05% | $7M | 26.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.05% | $31M | 133.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.05% | $171M | 730.1K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.05% | $414,466 | 1.8K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.04% | $272,177 | 1.2K | Q1 2026OLDER |
| ABOUND FINANCIAL, LLC$229M AUM | 0.04% | $101,803 | 435 | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.04% | $451,083 | 1.7K | Q2 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.04% | $636,916 | 2.4K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.04% | $2M | 7.1K | Q3 2025OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.04% | $599,117 | 2.6K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.04% | $596,777 | 2.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.04% | $32M | 134.9K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.04% | $4M | 15.5K | Q4 2025OLDER |
| Bank of New Hampshire$437M AUM | 0.04% | $184,884 | 790 | Q1 2026OLDER |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 0.04% | $483,444 | 2.1K | Q1 2026OLDER |
| Oak Harvest Investment Services$958M AUM | 0.04% | $397,851 | 1.7K | Q1 2026OLDER |
| Gratus Wealth Advisors, LLC$691M AUM | 0.04% | $286,687 | 1.2K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.04% | $4M | 15.9K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.04% | $734,856 | 3.1K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.04% | $331,829 | 1.4K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.04% | $332,323 | 1.4K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.04% | $647,093 | 2.8K | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 0.04% | $204,843 | 732 | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.04% | $562,645 | 2.4K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.04% | $108,749 | 404 | Q4 2025OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.04% | $255,774 | 914 | Q3 2025OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.04% | $484,327 | 1.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.04% | $10M | 42.7K | Q1 2026OLDER |
| MinichMacGregor Wealth Management, LLC$567M AUM | 0.04% | $213,669 | 913 | Q1 2026OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.04% | $207,585 | 887 | Q1 2026OLDER |
| Moment Partners, LLC$561M AUM | 0.04% | $205,478 | 878 | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.04% | $92,442 | 395 | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.04% | $676,113 | 2.9K | Q1 2026OLDER |
| Elk River Wealth Management LLC$602M AUM | 0.04% | $226,111 | 840 | Q4 2025OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.04% | $205,946 | 880 | Q1 2026OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.04% | $206,648 | 883 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $25M | 107.6K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.03% | $5M | 19.6K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.03% | $234,030 | 1.0K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.03% | $887,910 | 3.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.03% | $1M | 6.2K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.03% | $2M | 10.4K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.03% | $718,940 | 3.1K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.03% | $47,742 | 204 | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.03% | $865,677 | 3.7K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 0.03% | $278,332 | 1.0K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $167M | 714.0K | Q2 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.03% | $484,910 | 2.1K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.03% | $220,728 | 820 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.03% | $6M | 26.1K | Q1 2026OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.03% | $2M | 10.0K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.03% | $1M | 6.4K | Q1 2026OLDER |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 0.03% | $317,111 | 1.4K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.03% | $40,500 | 150 | Q4 2025OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.03% | $343,556 | 1.5K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.03% | $516,271 | 2.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.03% | $3M | 11.8K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.03% | $2M | 6.9K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.03% | $263,284 | 1.1K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.03% | $422,425 | 1.8K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.03% | $142,992 | 611 | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 0.03% | $234,030 | 1.0K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.03% | $209,691 | 779 | Q4 2025OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.03% | $1M | 4.9K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 0.03% | $235,629 | 880 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $93M | 398.9K | Q1 2026OLDER |
| Capital Investment Counsel, Inc$816M AUM | 0.03% | $242,262 | 900 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.03% | $14M | 59.6K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.03% | $3M | 11.1K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.03% | $992,171 | 3.7K | Q2 2026 |
| PETERSON WEALTH MANAGEMENT$172M AUM | 0.03% | $48,444 | 207 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $6M | 25.6K | Q1 2026OLDER |
| Hyposwiss Advisors SA$101M AUM | 0.03% | $28,084 | 120 | Q1 2026OLDER |
| Parkway Wealth Management Group, LLC$791M AUM | 0.03% | $204,038 | 758 | Q4 2025OLDER |
| Osbon Capital Management LLC$123M AUM | 0.03% | $33,034 | 141 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.03% | $567,972 | 2.1K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 7.4K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.03% | $90,983 | 338 | Q4 2025OLDER |
| Strategic Wealth Investment Group, LLC$788M AUM | 0.03% | $215,075 | 799 | Q4 2025OLDER |
| Fortis Capital Management LLC$977M AUM | 0.03% | $256,731 | 1.1K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.03% | $264,720 | 1.0K | Q2 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.03% | $282,360 | 1.0K | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $24M | 103.5K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.03% | $416,573 | 1.8K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.03% | $623,456 | 2.7K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.03% | $529,844 | 2.3K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.03% | $29,254 | 125 | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.03% | $1M | 4.5K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $1M | 5.3K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.02% | $510,419 | 2.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $27M | 115.2K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.02% | $356,640 | 1.5K | Q1 2026OLDER |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 0.02% | $257,433 | 1.1K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.02% | $300,674 | 1.1K | Q4 2025OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $362,931 | 1.4K | Q2 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $13M | 57.2K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $2M | 7.4K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $45,402 | 194 | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.02% | $1M | 4.1K | Q2 2026 |
| Mosley Wealth Management$221M AUM | 0.02% | $48,972 | 175 | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $286,677 | 1.1K | Q4 2025OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.02% | $217,228 | 807 | Q4 2025OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.02% | $50,316 | 215 | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.02% | $63,891 | 273 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $19M | 82.4K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.02% | $13M | 55.8K | Q1 2026OLDER |
| Chung Wu Investment Group, LLC$116M AUM | 0.02% | $23,403 | 100 | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.02% | $315,239 | 1.3K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.02% | $1M | 4.9K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $224,503 | 806 | Q3 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $2M | 7.4K | Q1 2026OLDER |
| Sather Financial Group Inc$1.6B AUM | 0.02% | $313,600 | 1.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $322M | 1.20M | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.02% | $530,883 | 2.3K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 7.3K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $306,813 | 1.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $11M | 46.0K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.02% | $252,752 | 1.1K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.02% | $254,375 | 945 | Q4 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.02% | $151,418 | 647 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.02% | $635,857 | 2.4K | Q2 2026 |
| Diversified Enterprises, LLC$1.8B AUM | 0.02% | $342,152 | 1.5K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.02% | $296,906 | 1.1K | Q4 2025OLDER |
| Aventus Investment Advisors, Inc.$118M AUM | 0.02% | $21,999 | 94 | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.02% | $61,416 | 232 | Q2 2026 |
| Whipplewood Advisors, LLC$193M AUM | 0.02% | $35,105 | 150 | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.02% | $291,134 | 1.2K | Q2 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $202,189 | 864 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.02% | $18M | 65.9K | Q4 2025OLDER |
| Summit Financial Strategies, Inc.$1.3B AUM | 0.02% | $213,998 | 795 | Q4 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $391,766 | 1.7K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 0.02% | $65,142 | 242 | Q4 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 4.5K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.02% | $294,162 | 1.3K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.02% | $82,804 | 351 | Q1 2026OLDER |
| Security National Bank$687M AUM | 0.02% | $115,845 | 495 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $5M | 19.9K | Q2 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.02% | $4M | 17.7K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $202,693 | 753 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.02% | $3M | 12.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $6M | 24.3K | Q1 2026OLDER |
| BBR PARTNERS, LLC$1.8B AUM | 0.02% | $280,836 | 1.2K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $856,642 | 3.7K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $2M | 8.3K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.02% | $223,499 | 955 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 6.9K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $3M | 13.3K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.02% | $216,946 | 927 | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.02% | $269,602 | 1.2K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.02% | $763,463 | 2.9K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 0.02% | $42,125 | 180 | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.01% | $68,103 | 291 | Q1 2026OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.01% | $221,627 | 947 | Q1 2026OLDER |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 0.01% | $205,403 | 734 | Q3 2025OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.01% | $206,999 | 769 | Q4 2025OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $473,584 | 1.8K | Q2 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.01% | $461,274 | 2.0K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.01% | $26,776 | 100 | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $429,913 | 1.8K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $25,743 | 110 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $91M | 390.9K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.01% | $229,072 | 851 | Q4 2025OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.01% | $58,508 | 250 | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.01% | $29,664 | 106 | Q3 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $287,492 | 1.2K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $14M | 53.3K | Q4 2025OLDER |
| Asset Planning,Inc$141M AUM | 0.01% | $17,786 | 76 | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $346,130 | 1.5K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.01% | $214,536 | 797 | Q4 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.01% | $42,125 | 180 | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $209,691 | 779 | Q4 2025OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $40,377 | 150 | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $263,050 | 1.1K | Q1 2026OLDER |
| ICONIQ Capital, LLC$4.5B AUM | 0.01% | $545,056 | 2.3K | Q1 2026OLDER |
| West Branch Capital LLC$373M AUM | 0.01% | $45,402 | 194 | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.01% | $83,315 | 356 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $69M | 293.2K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.01% | $234,030 | 1.0K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $347,769 | 1.5K | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.01% | $1M | 4.5K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $963,267 | 4.1K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.01% | $16,148 | 69 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $154M | 658.2K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $254,095 | 908 | Q3 2025OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.01% | $256,514 | 969 | Q2 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $960,970 | 3.4K | Q3 2025OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.01% | $23,403 | 100 | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $954,842 | 4.1K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $3M | 10.8K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $12,651 | 47 | Q4 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.01% | $558,162 | 2.4K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 8.4K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $233,110 | 866 | Q4 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $292,772 | 1.3K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $471,102 | 2.0K | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.01% | $512,526 | 2.2K | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 0.01% | $86,513 | 328 | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 5.0K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.01% | $11,575 | 43 | Q4 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $289,226 | 1.2K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $8M | 32.4K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.01% | $17,553 | 75 | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.01% | $117,015 | 500 | Q1 2026OLDER |
| North Ridge Wealth Advisors, Inc.$178M AUM | 0.01% | $17,085 | 73 | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.01% | $51,356 | 194 | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $36M | 151.9K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $375,852 | 1.6K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.01% | $329,514 | 1.4K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $225,272 | 805 | Q3 2025OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.01% | $19,029 | 68 | Q3 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $5M | 18.0K | Q4 2025OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 0.01% | $206,883 | 884 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $116,313 | 497 | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.01% | $90,804 | 388 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 7.9K | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $228,453 | 863 | Q2 2026 |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.01% | $256,263 | 1.1K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.01% | $18,956 | 81 | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.01% | $33,232 | 142 | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $360,172 | 1.5K | Q1 2026OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.01% | $234,030 | 1.0K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.01% | $203,138 | 868 | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.01% | $24M | 103.2K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.01% | $35,105 | 150 | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.01% | $1M | 5.6K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 6.9K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.01% | $10,765 | 46 | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 5.4K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.01% | $395,277 | 1.7K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.01% | $344,961 | 1.5K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $2M | 5.5K | Q3 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $544,822 | 2.3K | Q1 2026OLDER |
| My Portfolio Guide, LLC$181M AUM | 0.01% | $13,106 | 56 | Q1 2026OLDER |
| Morse Asset Management, Inc$481M AUM | 0.01% | $34,870 | 149 | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $398,787 | 1.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $31M | 130.8K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $201,885 | 750 | Q4 2025OLDER |
| Davis Capital Management$148M AUM | 0.01% | $10,297 | 44 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $49,614 | 212 | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $201,616 | 749 | Q4 2025OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.01% | $23,637 | 101 | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.01% | $12,593 | 45 | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $6M | 23.9K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.01% | $54,529 | 233 | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.01% | $16,382 | 70 | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $817,934 | 3.5K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $493,569 | 2.1K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.01% | $13,236 | 50 | Q2 2026 |
| Breakwater Investment Management$269M AUM | 0.01% | $15,915 | 68 | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $251,817 | 1.1K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.01% | $14,042 | 60 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $93,846 | 401 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $302,601 | 1.3K | Q2 2026 |
| Providence Capital Advisors, LLC$613M AUM | 0.01% | $32,302 | 120 | Q4 2025OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.01% | $55,968 | 200 | Q3 2025OLDER |
| Key FInancial Inc$562M AUM | 0.01% | $29,020 | 124 | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.01% | $609,414 | 2.6K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $10M | 46.2K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.