FIRST TR EXCHANGE-TRADED FD
CUSIP 33734H106
First Tr Exchange-Traded Fd has 625 institutional holders in Filings Flow’s 13F database, together reporting 111.10M shares worth $5.1B as of Q1 2026. The largest reported holders are Morgan Stanley, Lpl Financial LLC, and Wells Fargo & Company/Mn.
Institutional Holders
625
Q1 2026
Reported Value
$5.1B
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 |
|---|---|---|---|---|
| Solano Wealth Investment Advisors LLC$201M AUM | 9.15% | $18M | 390.4K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 6.45% | $12M | 250.6K | Q1 2026OLDER |
| Center for Wealth Management Advisory$139M AUM | 5.89% | $8M | 173.9K | Q1 2026OLDER |
| Norris Financial Group, LLC$108M AUM | 4.54% | $5M | 136.5K | Q2 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 4.32% | $5M | 103.8K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 4.15% | $36M | 763.6K | Q1 2026OLDER |
| Holistic Financial Partners$269M AUM | 4.08% | $11M | 233.3K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 4.01% | $14M | 307.3K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 3.68% | $8M | 178.2K | Q1 2026OLDER |
| Intellus Advisors LLC$732M AUM | 3.55% | $26M | 553.0K | Q1 2026OLDER |
| Cherry Creek Investment Advisors, Inc.$230M AUM | 3.54% | $8M | 173.2K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 3.41% | $4M | 81.5K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 3.40% | $15M | 324.8K | Q1 2026OLDER |
| Concentrum Wealth Management$339M AUM | 2.92% | $10M | 210.4K | Q1 2026OLDER |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 2.84% | $3M | 74.1K | Q1 2026OLDER |
| Worthington Financial Partners, LLC$116M AUM | 2.64% | $3M | 65.4K | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 2.51% | $5M | 116.9K | Q1 2026OLDER |
| COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM | 2.50% | $4M | 75.5K | Q1 2026OLDER |
| 1776 Wealth LLC$254M AUM | 2.50% | $6M | 135.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 2.48% | $23M | 483.1K | Q1 2026OLDER |
| Towerpoint Wealth, LLC$289M AUM | 2.45% | $7M | 147.1K | Q2 2026 |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 2.43% | $3M | 72.6K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 2.38% | $11M | 224.4K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 2.30% | $13M | 278.2K | Q2 2026 |
| Troutman Wealth Management, LLC$120M AUM | 2.26% | $3M | 57.5K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 2.18% | $6M | 134.5K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 1.94% | $19M | 414.4K | Q1 2026OLDER |
| Treasure Coast Financial Planning$194M AUM | 1.93% | $4M | 79.9K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 1.84% | $10M | 207.9K | Q1 2026OLDER |
| BALANCED WEALTH GROUP LLC$279M AUM | 1.82% | $5M | 108.0K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 1.79% | $7M | 145.2K | Q1 2026OLDER |
| Family Capital Management, Inc.$225M AUM | 1.75% | $4M | 83.8K | Q1 2026OLDER |
| Finward Bancorp$125M AUM | 1.68% | $2M | 44.7K | Q1 2026OLDER |
| Rubicon Advisors, GP$115M AUM | 1.59% | $2M | 38.7K | Q1 2026OLDER |
| Mission Financial Group, LLC$108M AUM | 1.54% | $2M | 35.4K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 1.53% | $4M | 90.0K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 1.51% | $5M | 102.6K | Q1 2026OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 1.49% | $2M | 36.0K | Q2 2026 |
| Midwest Financial Network, LLC$146M AUM | 1.46% | $2M | 44.4K | Q2 2026 |
| Crumly & Associates Inc.$522M AUM | 1.45% | $8M | 157.1K | Q2 2026 |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 1.43% | $4M | 88.3K | Q1 2026OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 1.42% | $3M | 65.8K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 1.35% | $4M | 86.0K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 1.30% | $1M | 26.4K | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 1.27% | $3M | 56.5K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 1.25% | $2M | 32.8K | Q4 2025OLDER |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 1.21% | $2M | 32.8K | Q1 2026OLDER |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 1.18% | $2M | 42.0K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 1.18% | $10M | 204.2K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 1.18% | $3M | 57.4K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 1.16% | $3M | 74.3K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 1.08% | $2M | 47.6K | Q1 2026OLDER |
| Wagner Wealth Management, LLC$495M AUM | 1.05% | $5M | 110.5K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 1.04% | $1M | 30.6K | Q1 2026OLDER |
| Laurel Wealth Planning LLC$190M AUM | 0.99% | $2M | 39.9K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.94% | $3M | 57.4K | Q1 2026OLDER |
| Sun Financial Inc$200M AUM | 0.91% | $2M | 38.5K | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 0.90% | $2M | 35.2K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.88% | $5M | 102.2K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.85% | $4M | 82.7K | Q2 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.83% | $21M | 452.8K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.82% | $3M | 53.5K | Q1 2026OLDER |
| Southland Equity Partners LLC$513M AUM | 0.82% | $4M | 89.5K | Q1 2026OLDER |
| Moment Partners, LLC$561M AUM | 0.81% | $5M | 97.0K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 0.77% | $3M | 68.5K | Q1 2026OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 0.76% | $2M | 41.5K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.75% | $1M | 25.1K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.75% | $3M | 63.0K | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 0.74% | $2M | 41.3K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.73% | $1M | 24.1K | Q1 2026OLDER |
| Lighthouse Wealth Management Inc.$147M AUM | 0.72% | $1M | 22.5K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.71% | $23M | 494.3K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.70% | $4M | 83.6K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.69% | $2M | 49.8K | Q2 2026 |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.68% | $2M | 38.9K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.68% | $2M | 38.9K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 0.66% | $3M | 70.3K | Q2 2026 |
| City Center Advisors, LLC$123M AUM | 0.66% | $812,182 | 16.9K | Q2 2026 |
| tru Independence LLC$202M AUM | 0.65% | $1M | 28.0K | Q1 2026OLDER |
| CLG LLC$403M AUM | 0.63% | $3M | 54.4K | Q1 2026OLDER |
| 4WEALTH ADVISORS, INC.$117M AUM | 0.63% | $731,771 | 15.7K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.62% | $6M | 124.0K | Q1 2026OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.60% | $1M | 29.9K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.60% | $663,996 | 14.1K | Q1 2026OLDER |
| MBE Wealth Management, LLC$241M AUM | 0.59% | $1M | 30.2K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.58% | $2M | 49.1K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.58% | $4M | 87.3K | Q2 2026 |
| Apexium Financial, LP$2.1B AUM | 0.55% | $11M | 246.2K | Q3 2025OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.55% | $1M | 30.5K | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 0.53% | $1M | 24.6K | Q1 2026OLDER |
| PMG Wealth Management, Inc.$139M AUM | 0.53% | $738,324 | 15.7K | Q1 2026OLDER |
| Main Line Retirement Advisors, LLC$200M AUM | 0.53% | $1M | 22.6K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.51% | $3M | 74.1K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.50% | $1M | 23.0K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 0.50% | $1M | 25.1K | Q2 2026 |
| Accel Wealth Management$383M AUM | 0.50% | $2M | 40.6K | Q1 2026OLDER |
| Capital Developers, LLC$111M AUM | 0.49% | $545,219 | 11.6K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.49% | $3M | 57.2K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.48% | $1M | 21.9K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.48% | $11M | 229.5K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.47% | $2M | 33.8K | Q1 2026OLDER |
| Appalachian Capital Management Ltd$125M AUM | 0.47% | $584,426 | 12.4K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.47% | $29M | 616.5K | Q1 2026OLDER |
| Prism Advisors, Inc.$375M AUM | 0.47% | $2M | 37.2K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.47% | $547,722 | 11.9K | Q4 2025OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.45% | $897,637 | 19.0K | Q1 2026OLDER |
| Vigil Wealth Management, LLC$124M AUM | 0.45% | $559,422 | 11.9K | Q1 2026OLDER |
| BostonPremier Wealth LLC$194M AUM | 0.45% | $870,825 | 18.5K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.45% | $6M | 124.3K | Q1 2026OLDER |
| Spectrum Wealth Advisory Group, LLC$269M AUM | 0.44% | $1M | 25.4K | Q1 2026OLDER |
| Perissos Private Wealth Management, LLC$115M AUM | 0.43% | $490,093 | 10.4K | Q1 2026OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.42% | $1M | 26.3K | Q1 2026OLDER |
| Purus Wealth Management, LLC$314M AUM | 0.42% | $1M | 28.1K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 0.42% | $4M | 80.2K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.42% | $825,831 | 17.6K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.41% | $1M | 30.8K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.40% | $2M | 41.8K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.40% | $8M | 162.8K | Q1 2026OLDER |
| PTM WEALTH MANAGEMENT, LLC$189M AUM | 0.39% | $735,087 | 15.5K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.39% | $2M | 33.4K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.38% | $2M | 33.4K | Q2 2026 |
| Lion Street Advisors, LLC$289M AUM | 0.37% | $1M | 26.3K | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.36% | $23M | 495.2K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 0.36% | $1M | 31.5K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.35% | $4M | 78.2K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.35% | $5M | 102.4K | Q1 2026OLDER |
| 1ST SOURCE BANK$1.9B AUM | 0.35% | $7M | 142.9K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.34% | $4M | 80.4K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.34% | $3M | 74.7K | Q4 2025OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.34% | $2M | 46.7K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 0.33% | $531,624 | 11.0K | Q2 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.33% | $6M | 130.7K | Q1 2026OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 0.33% | $370,502 | 7.9K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.33% | $833,236 | 17.7K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 0.33% | $2M | 36.8K | Q1 2026OLDER |
| LeClair Wealth Partners LLC$289M AUM | 0.32% | $549,688 | 11.9K | Q4 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.31% | $2M | 45.2K | Q1 2026OLDER |
| SLT Holdings LLC$148M AUM | 0.30% | $450,547 | 9.6K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.30% | $4M | 90.7K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.29% | $6M | 135.5K | Q2 2026 |
| IMG Wealth Management, Inc.$157M AUM | 0.29% | $452,852 | 9.6K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.29% | $610,636 | 13.0K | Q1 2026OLDER |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 0.29% | $823,025 | 17.5K | Q1 2026OLDER |
| Traction Financial Partners, LLC$162M AUM | 0.28% | $459,013 | 9.8K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.28% | $571,225 | 12.1K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.28% | $2M | 41.8K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.27% | $441,694 | 9.4K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.27% | $361,696 | 7.7K | Q1 2026OLDER |
| jvl associates llc$352M AUM | 0.26% | $801,516 | 17.4K | Q4 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.26% | $26M | 554.4K | Q1 2026OLDER |
| Santori & Peters, Inc.$321M AUM | 0.26% | $827,409 | 17.6K | Q1 2026OLDER |
| Schrum Private Wealth Management LLC$131M AUM | 0.25% | $329,633 | 7.0K | Q1 2026OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 0.25% | $1M | 30.7K | Q2 2026 |
| Crusonia Wealth Advisors LLC$485M AUM | 0.25% | $1M | 25.4K | Q1 2026OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 0.25% | $500,634 | 10.6K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.24% | $2M | 37.6K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.24% | $592,203 | 12.6K | Q1 2026OLDER |
| Plotkin Financial Advisors, LLC$199M AUM | 0.24% | $477,166 | 10.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.23% | $7M | 153.8K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.23% | $444,798 | 9.2K | Q2 2026 |
| J. Derek Lewis & Associates Inc.$445M AUM | 0.23% | $1M | 21.6K | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 0.23% | $568,969 | 12.1K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.23% | $13M | 279.9K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.22% | $452,032 | 9.6K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.22% | $2M | 39.7K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.22% | $1M | 31.8K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.22% | $418,708 | 8.9K | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 0.22% | $1M | 24.5K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.22% | $738,010 | 15.7K | Q1 2026OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 0.21% | $496,399 | 10.6K | Q1 2026OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 0.21% | $421,674 | 9.0K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.21% | $322,095 | 6.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.21% | $791M | 16.82M | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.21% | $4M | 80.2K | Q4 2025OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 0.21% | $232,328 | 4.9K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.21% | $240,690 | 5.1K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.20% | $581,465 | 12.4K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.20% | $4M | 86.6K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.20% | $399,656 | 8.5K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.20% | $760,455 | 15.8K | Q2 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.19% | $5M | 108.2K | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.19% | $9M | 198.2K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.19% | $289,053 | 6.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.19% | $17M | 365.5K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.18% | $1M | 28.6K | Q1 2026OLDER |
| Financially in Tune, LLC$116M AUM | 0.18% | $214,316 | 4.6K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.18% | $2M | 37.5K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.18% | $3M | 71.1K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.18% | $15M | 311.0K | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 0.18% | $226,520 | 4.8K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.18% | $231,528 | 4.9K | Q1 2026OLDER |
| GUERRA PAN ADVISORS, LLC$162M AUM | 0.17% | $281,145 | 6.0K | Q1 2026OLDER |
| White Knight Strategic Wealth Advisors, LLC$119M AUM | 0.17% | $205,897 | 4.4K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.17% | $11M | 225.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.17% | $2M | 40.9K | Q1 2026OLDER |
| Accretive Wealth Partners, LLC$356M AUM | 0.17% | $610,008 | 13.0K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.17% | $535,860 | 11.4K | Q1 2026OLDER |
| Avise Financial Cooperative, Inc.$121M AUM | 0.17% | $203,264 | 4.3K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.17% | $586,322 | 12.7K | Q4 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.17% | $2M | 49.8K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.17% | $15M | 311.6K | Q1 2026OLDER |
| CFC Planning Co LLC$140M AUM | 0.16% | $229,365 | 4.9K | Q1 2026OLDER |
| Virtus Wealth Solutions LLC$525M AUM | 0.16% | $855,855 | 18.2K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.16% | $6M | 124.2K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 0.16% | $417,799 | 8.9K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.16% | $161,830 | 3.4K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.16% | $991,602 | 21.1K | Q1 2026OLDER |
| TriaGen Wealth Management LLC$366M AUM | 0.16% | $585,966 | 12.5K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.16% | $9M | 182.1K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.16% | $283,913 | 6.0K | Q1 2026OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.16% | $610,842 | 13.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.16% | $33M | 707.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.15% | $41M | 865.5K | Q1 2026OLDER |
| WealthTrust Asset Management, LLC$167M AUM | 0.15% | $257,640 | 5.5K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.15% | $296,599 | 6.3K | Q1 2026OLDER |
| Gaddis Premier Wealth Advisors LLC$136M AUM | 0.15% | $207,120 | 4.4K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.15% | $581,000 | 12.4K | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.15% | $215,155 | 4.7K | Q3 2025OLDER |
| Tidemark, LLC$393M AUM | 0.15% | $580,223 | 12.3K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.15% | $1M | 29.1K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.14% | $24M | 501.6K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.14% | $725,406 | 15.0K | Q2 2026 |
| Autumn Glory Partners, LLC$272M AUM | 0.14% | $387,505 | 8.2K | Q1 2026OLDER |
| Oak Barrel Wealth Advisory LLC$167M AUM | 0.14% | $237,721 | 5.2K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.14% | $947,579 | 20.1K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.14% | $553,261 | 11.8K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORS LLC$265M AUM | 0.14% | $369,106 | 7.8K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.14% | $6M | 127.3K | Q1 2026OLDER |
| Weitzel Financial Services, Inc.$265M AUM | 0.14% | $367,068 | 7.8K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.14% | $929,783 | 19.8K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 0.14% | $408,785 | 8.7K | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.14% | $692,598 | 14.7K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.14% | $876,554 | 19.0K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.13% | $1M | 27.1K | Q1 2026OLDER |
| Shakespeare Wealth Management, LLC$422M AUM | 0.13% | $565,724 | 12.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.13% | $96M | 2.03M | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.13% | $6M | 131.4K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.13% | $3M | 67.0K | Q1 2026OLDER |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 0.13% | $300,569 | 6.4K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.13% | $352,396 | 7.5K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 0.13% | $340,096 | 7.4K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.13% | $87M | 1.86M | Q1 2026OLDER |
| PARAGON FINANCIAL PARTNERS, INC.$177M AUM | 0.13% | $225,399 | 4.7K | Q1 2026OLDER |
| Core Wealth Partners LLC$215M AUM | 0.13% | $273,365 | 5.8K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.13% | $12M | 251.8K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.13% | $5M | 101.1K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.13% | $864,317 | 18.4K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.12% | $4M | 77.2K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.12% | $3M | 58.4K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.12% | $424,995 | 9.2K | Q4 2025OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.12% | $2M | 36.0K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.12% | $18M | 398.4K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.12% | $229,412 | 4.9K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.12% | $546,546 | 11.6K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.12% | $1M | 30.6K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$216M AUM | 0.11% | $244,959 | 5.3K | Q3 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.11% | $2M | 44.5K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.11% | $1M | 31.8K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.11% | $1M | 29.9K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.11% | $540,922 | 11.5K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.11% | $4M | 86.5K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.11% | $2M | 34.5K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.11% | $2M | 37.6K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.11% | $336,051 | 7.1K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.11% | $997,151 | 21.2K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.11% | $1M | 31.3K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.10% | $491,181 | 10.4K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.10% | $706,520 | 20.1K | Q2 2026 |
| Old Port Advisors$434M AUM | 0.10% | $448,760 | 9.5K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.10% | $2M | 35.7K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.10% | $5M | 112.3K | Q2 2026 |
| Bernardo Wealth Planning LLC$511M AUM | 0.10% | $524,068 | 11.1K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 0.10% | $264,073 | 5.6K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 0.10% | $494,067 | 10.3K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.10% | $93M | 1.98M | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.10% | $3M | 63.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.10% | $27M | 573.8K | Q2 2026 |
| Blueprint Investment Partners LLC$980M AUM | 0.10% | $947,579 | 20.1K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.10% | $6M | 119.7K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.09% | $13M | 271.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.09% | $102M | 2.17M | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.09% | $255,561 | 5.4K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.09% | $2M | 34.5K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.09% | $2M | 35.5K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.09% | $2M | 44.9K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.09% | $4M | 87.5K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.09% | $307,482 | 6.5K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.09% | $7M | 156.8K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.09% | $1M | 26.2K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.09% | $158,303 | 3.4K | Q1 2026OLDER |
| Legacy Trust$522M AUM | 0.09% | $459,718 | 9.8K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 0.09% | $251,591 | 5.3K | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 0.09% | $362,132 | 7.7K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.08% | $2M | 38.0K | Q1 2026OLDER |
| Sargent Investment Group, LLC$759M AUM | 0.08% | $644,546 | 13.7K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.08% | $1M | 27.2K | Q2 2026 |
| Alta Wealth Advisors LLC$308M AUM | 0.08% | $234,159 | 5.1K | Q3 2025OLDER |
| Oxler Private Wealth LLC$319M AUM | 0.08% | $267,401 | 5.7K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.08% | $60M | 1.28M | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.08% | $435,263 | 9.3K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.08% | $386,655 | 8.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.08% | $74M | 1.57M | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.08% | $4M | 95.6K | Q4 2025OLDER |
| Whelan Financial$322M AUM | 0.08% | $248,930 | 5.3K | Q1 2026OLDER |
| Signature Wealth Management Group$263M AUM | 0.08% | $200,912 | 4.3K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.08% | $226,946 | 4.9K | Q3 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.08% | $4M | 79.4K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.08% | $864,100 | 18.4K | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 0.08% | $484,736 | 10.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.07% | $243M | 5.16M | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.07% | $781,922 | 16.6K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.07% | $412,460 | 8.8K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.07% | $3M | 68.1K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 0.07% | $288,153 | 6.1K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.07% | $11M | 244.2K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.07% | $373,802 | 7.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.07% | $14M | 293.4K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 0.07% | $1M | 22.0K | Q2 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.07% | $1M | 23.5K | Q1 2026OLDER |
| Accordant Advisory Group Inc$161M AUM | 0.07% | $111,179 | 2.4K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.07% | $302,538 | 6.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.07% | $2M | 51.4K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.07% | $243,748 | 5.3K | Q4 2025OLDER |
| RDA Financial Network$459M AUM | 0.07% | $310,183 | 6.4K | Q2 2026 |
| Peak Financial Management, Inc.$394M AUM | 0.07% | $264,779 | 5.6K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.07% | $2M | 36.4K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 0.07% | $242,651 | 5.2K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.07% | $574,924 | 11.9K | Q2 2026 |
| KFA Private Wealth Group, LLC$417M AUM | 0.07% | $271,128 | 5.8K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.06% | $13M | 285.0K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.06% | $218,999 | 4.7K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.06% | $4M | 79.3K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.06% | $2M | 36.5K | Q3 2025OLDER |
| PFG Advisors$2.1B AUM | 0.06% | $1M | 27.6K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.06% | $549,747 | 11.7K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.06% | $1M | 25.8K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.06% | $321,583 | 6.8K | Q1 2026OLDER |
| Advance Capital Management, Inc.$2.6B AUM | 0.06% | $2M | 34.5K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.06% | $39M | 830.5K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.06% | $12M | 257.1K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.06% | $2M | 45.4K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.06% | $110,294 | 2.3K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.06% | $251,752 | 5.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.06% | $21M | 447.6K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.06% | $3M | 65.9K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.06% | $2M | 51.3K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.06% | $331,444 | 7.0K | Q1 2026OLDER |
| Intelligence Driven Advisers, LLC$574M AUM | 0.06% | $316,606 | 6.7K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.05% | $334,615 | 7.1K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.05% | $4M | 84.9K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.05% | $186,900 | 4.1K | Q4 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.05% | $910,696 | 19.8K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.05% | $10M | 216.4K | Q1 2026OLDER |
| Uniting Wealth Partners, LLC$470M AUM | 0.05% | $250,999 | 5.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.05% | $880M | 19.11M | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.05% | $3M | 68.4K | Q1 2026OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.05% | $311,288 | 6.7K | Q3 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.05% | $1M | 29.7K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.05% | $2M | 32.5K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.05% | $1M | 31.5K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.05% | $779,587 | 16.4K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 0.05% | $202,153 | 4.4K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.05% | $9M | 191.8K | Q1 2026OLDER |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.05% | $221,762 | 4.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.05% | $251M | 5.35M | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.05% | $5M | 106.5K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.05% | $4M | 89.9K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.05% | $826,461 | 17.1K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.05% | $146,734 | 3.1K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.05% | $4M | 82.6K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.05% | $2M | 36.4K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.05% | $640,780 | 13.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.04% | $25M | 537.2K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.04% | $1M | 29.8K | Q2 2026 |
| North Capital, Inc.$118M AUM | 0.04% | $57,014 | 1.2K | Q3 2025OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.04% | $1M | 23.0K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.04% | $3M | 68.0K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.04% | $139,519 | 3.0K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.04% | $272,069 | 5.8K | Q1 2026OLDER |
| Gratus Wealth Advisors, LLC$691M AUM | 0.04% | $289,591 | 6.2K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.04% | $3M | 70.8K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $1M | 24.2K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.04% | $1M | 23.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.04% | $154M | 3.27M | Q1 2026OLDER |
| Mission Creek Capital Partners, Inc.$501M AUM | 0.04% | $207,414 | 4.5K | Q3 2025OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.04% | $50,557 | 1.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.04% | $5M | 107.7K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.04% | $551,729 | 11.7K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.04% | $1M | 27.0K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.04% | $602,925 | 12.8K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.04% | $724,920 | 15.4K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.04% | $552,320 | 11.7K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.04% | $297,678 | 6.3K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.04% | $434,054 | 9.2K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.04% | $565,145 | 12.0K | Q2 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.04% | $4M | 92.7K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.04% | $292,197 | 6.2K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.04% | $636,598 | 13.5K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.04% | $3M | 68.1K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.04% | $316,012 | 6.7K | Q1 2026OLDER |
| Compass Financial Services Inc$231M AUM | 0.03% | $80,959 | 1.8K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $293,185 | 6.2K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 0.03% | $75,483 | 1.6K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.03% | $148,615 | 3.2K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.03% | $353,874 | 7.2K | Q2 2026 |
| FSM Wealth Advisors, LLC$778M AUM | 0.03% | $248,554 | 5.3K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.03% | $537,789 | 11.4K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.03% | $593,509 | 12.6K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 0.03% | $65,736 | 1.4K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.03% | $88,840 | 1.9K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.03% | $122,278 | 2.6K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.03% | $55,822 | 1.2K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.03% | $230,478 | 5.0K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.03% | $11M | 223.5K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.03% | $1M | 23.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.03% | $155M | 3.29M | Q1 2026OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 0.03% | $361,567 | 7.7K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.03% | $956,073 | 20.3K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.03% | $150,173 | 3.3K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.03% | $5M | 103.8K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.03% | $30,287 | 644 | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $1M | 27.3K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.03% | $2M | 37.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $12M | 263.6K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.03% | $225,993 | 4.7K | Q2 2026 |
| Mariner, LLC$85.7B AUM | 0.02% | $21M | 453.3K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.02% | $209,097 | 4.5K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $159M | 3.38M | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.02% | $317,875 | 6.8K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.02% | $6M | 123.6K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $618,927 | 13.2K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.02% | $413,629 | 8.8K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.02% | $365,638 | 7.8K | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 0.02% | $49,839 | 1.1K | Q4 2025OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.02% | $232,105 | 5.0K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.02% | $11M | 229.7K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $3M | 60.6K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $453,072 | 9.6K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.02% | $868,738 | 18.5K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.02% | $273,531 | 5.9K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.02% | $671,765 | 14.3K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.02% | $2M | 34.8K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $841,741 | 17.9K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.02% | $248,996 | 5.2K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.02% | $82,538 | 1.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.02% | $640,987 | 13.3K | Q2 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.02% | $3M | 72.4K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.02% | $503,144 | 10.4K | Q2 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.02% | $6M | 128.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $249M | 5.29M | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.02% | $109,956 | 2.3K | Q1 2026OLDER |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 0.02% | $741,193 | 15.8K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $19,753 | 420 | Q1 2026OLDER |
| My Portfolio Guide, LLC$181M AUM | 0.02% | $29,734 | 632 | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.02% | $82,199 | 1.7K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.02% | $16 | 352 | Q4 2025OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.02% | $45,880 | 976 | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.02% | $275,794 | 5.9K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.01% | $284,954 | 6.1K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.01% | $19,423 | 413 | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $283,171 | 6.0K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.01% | $12M | 255.2K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.01% | $23,120 | 500 | Q3 2025OLDER |
| SFAM, LLC$108M AUM | 0.01% | $15,661 | 333 | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.01% | $49,475 | 1.1K | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $308,092 | 6.6K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $224,683 | 4.8K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $448,572 | 9.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $3M | 74.0K | Q4 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $290,216 | 6.2K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $28M | 596.1K | Q1 2026OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.01% | $101,248 | 2.2K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.01% | $119,927 | 2.5K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $1M | 27.1K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.01% | $645,525 | 13.7K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $297,204 | 6.3K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.01% | $43,503 | 925 | Q2 2026 |
| Abound Wealth Management$440M AUM | 0.01% | $55,590 | 1.2K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $1M | 22.4K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $344,426 | 7.3K | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.01% | $39,613 | 842 | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $21,164 | 450 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $4M | 88.9K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.01% | $217,266 | 4.6K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.01% | $413,535 | 8.8K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $1M | 21.8K | Q3 2025OLDER |
| Main Street Group, LTD$340M AUM | 0.01% | $39,270 | 835 | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.01% | $16,319 | 347 | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 24.3K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $231,316 | 4.9K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $858,588 | 18.3K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $2M | 36.4K | Q2 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $532,178 | 11.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $2M | 39.2K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.01% | $18M | 382.0K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.01% | $19,652 | 425 | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $576,306 | 12.3K | Q2 2026 |
| Crews Bank & Trust$690M AUM | 0.01% | $68,523 | 1.5K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $515,637 | 11.0K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 41.2K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.