FIRST TR EXCHANGE-TRADED FD
CUSIP 33734X846
First Tr Exchange-Traded Fd has 739 institutional holders in Filings Flow’s 13F database, together reporting 83.63M shares worth $5.2B as of Q1 2026. The largest reported holders are Morgan Stanley, Bank Of America Corp /De/, and Lpl Financial LLC.
Institutional Holders
739
Q1 2026
Reported Value
$5.2B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| PETERSON WEALTH MANAGEMENT$172M AUM | 4.76% | $8M | 131.1K | Q1 2026OLDER |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE$327M AUM | 4.40% | $14M | 229.8K | Q1 2026OLDER |
| Rockport Wealth LLC$549M AUM | 4.22% | $23M | 369.3K | Q1 2026OLDER |
| PTM WEALTH MANAGEMENT, LLC$189M AUM | 4.05% | $8M | 119.0K | Q1 2026OLDER |
| Kiker Wealth Management, LLC$209M AUM | 3.86% | $8M | 129.0K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 3.81% | $13M | 146.9K | Q2 2026 |
| Plotkin Financial Advisors, LLC$199M AUM | 3.77% | $8M | 119.9K | Q1 2026OLDER |
| Enclave Advisors LLC$729M AUM | 3.34% | $24M | 329.8K | Q4 2025OLDER |
| High Point Wealth Management, LLC$104M AUM | 3.25% | $3M | 53.8K | Q1 2026OLDER |
| Gaddis Premier Wealth Advisors LLC$136M AUM | 3.13% | $4M | 67.7K | Q1 2026OLDER |
| Obsidian Personal Planning Solutions LLC$288M AUM | 3.06% | $9M | 114.1K | Q3 2025OLDER |
| Warner Group LLC$153M AUM | 2.46% | $4M | 60.1K | Q1 2026OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 2.35% | $4M | 56.9K | Q1 2026OLDER |
| StoneCrest Wealth Management, Inc.$313M AUM | 2.30% | $7M | 80.0K | Q2 2026 |
| O'Connor Financial Group LLC$244M AUM | 2.22% | $5M | 86.6K | Q1 2026OLDER |
| Sherman Asset Management, Inc.$109M AUM | 2.15% | $2M | 37.3K | Q1 2026OLDER |
| HERBST GROUP, LLC$183M AUM | 2.09% | $4M | 42.7K | Q2 2026 |
| PECAUT & CO.$308M AUM | 2.08% | $6M | 90.2K | Q4 2025OLDER |
| FLOYD FINANCIAL GROUP LLC$150M AUM | 2.00% | $3M | 46.5K | Q1 2026OLDER |
| Maniro Ltd$330M AUM | 1.99% | $7M | 104.8K | Q1 2026OLDER |
| Investment Advisory Services Group LLC$115M AUM | 1.97% | $2M | 36.2K | Q1 2026OLDER |
| LeConte Wealth Management, LLC$155M AUM | 1.89% | $3M | 46.8K | Q1 2026OLDER |
| Dala Group, LLC$115M AUM | 1.89% | $2M | 30.5K | Q2 2026 |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 1.84% | $4M | 60.6K | Q1 2026OLDER |
| CORRADO ADVISORS, LLC$192M AUM | 1.80% | $4M | 50.2K | Q4 2025OLDER |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$789M AUM | 1.79% | $14M | 226.0K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 1.74% | $7M | 117.7K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 1.72% | $45M | 667.3K | Q1 2026OLDER |
| American Financial Advisors, LLC$750M AUM | 1.68% | $13M | 200.4K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 1.64% | $10M | 106.6K | Q2 2026 |
| Rooted Wealth Advisors, Inc.$379M AUM | 1.64% | $6M | 92.8K | Q1 2026OLDER |
| Sargent Investment Group, LLC$759M AUM | 1.53% | $12M | 185.3K | Q1 2026OLDER |
| INTEGRITY WEALTH ADVISORS, INC.$168M AUM | 1.52% | $3M | 40.6K | Q1 2026OLDER |
| Mainsail Financial Group, LLC$240M AUM | 1.50% | $4M | 57.3K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 1.47% | $3M | 47.9K | Q2 2026 |
| IAM Advisory, LLC$446M AUM | 1.44% | $6M | 102.8K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 1.36% | $13M | 207.0K | Q1 2026OLDER |
| Vivid Wealth Management, LLC$247M AUM | 1.33% | $3M | 52.4K | Q1 2026OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 1.30% | $3M | 40.7K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 1.25% | $4M | 71.0K | Q1 2026OLDER |
| Frisch Financial Group, Inc.$478M AUM | 1.24% | $6M | 94.9K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 1.24% | $2M | 32.9K | Q1 2026OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 1.22% | $1M | 15.9K | Q2 2026 |
| Genesis Financial Group, LLC$158M AUM | 1.20% | $2M | 30.3K | Q1 2026OLDER |
| Concentrum Wealth Management$339M AUM | 1.19% | $4M | 64.4K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 1.18% | $5M | 74.5K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 1.17% | $11M | 170.0K | Q1 2026OLDER |
| Abbot Financial Management, Inc.$239M AUM | 1.15% | $3M | 43.8K | Q1 2026OLDER |
| Valtrion Capital Management, LLC$106M AUM | 1.14% | $1M | 19.3K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 1.09% | $2M | 26.2K | Q1 2026OLDER |
| Anson Capital, Inc.$146M AUM | 1.08% | $2M | 25.2K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 1.07% | $13M | 211.6K | Q1 2026OLDER |
| Kropog Financial Group, LLC$123M AUM | 1.04% | $1M | 20.4K | Q1 2026OLDER |
| McCollum Christoferson Group LLC$333M AUM | 1.01% | $3M | 53.4K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.98% | $2M | 29.5K | Q1 2026OLDER |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 0.97% | $4M | 67.9K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 0.97% | $2M | 32.8K | Q1 2026OLDER |
| Spectrum Wealth Advisory Group, LLC$269M AUM | 0.92% | $2M | 39.3K | Q1 2026OLDER |
| Norris Financial Group, LLC$108M AUM | 0.91% | $1M | 29.7K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.90% | $52M | 729.6K | Q4 2025OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.90% | $5M | 73.2K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.89% | $4M | 63.1K | Q1 2026OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 0.88% | $2M | 23.7K | Q4 2025OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 0.88% | $3M | 40.8K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.86% | $20M | 221.1K | Q2 2026 |
| Advantage Trust Co$223M AUM | 0.84% | $2M | 29.8K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.83% | $3M | 52.6K | Q1 2026OLDER |
| Melone Private Wealth, LLC$263M AUM | 0.83% | $2M | 24.2K | Q2 2026 |
| Forefront Wealth Partners, LLC$239M AUM | 0.83% | $2M | 31.5K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 0.82% | $2M | 29.1K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.81% | $2M | 31.0K | Q1 2026OLDER |
| TPG Advisors LLC$160M AUM | 0.79% | $1M | 20.2K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.79% | $3M | 46.3K | Q1 2026OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 0.78% | $3M | 44.1K | Q1 2026OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 0.76% | $3M | 46.5K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.73% | $2M | 32.0K | Q1 2026OLDER |
| FAGAN ASSOCIATES, INC.$719M AUM | 0.71% | $5M | 81.2K | Q1 2026OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 0.68% | $3M | 51.1K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.65% | $6M | 94.8K | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.65% | $7M | 118.0K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.64% | $1M | 17.0K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.64% | $3M | 54.4K | Q1 2026OLDER |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV$116M AUM | 0.62% | $723,072 | 11.5K | Q1 2026OLDER |
| RoundAngle Advisors LLC$134M AUM | 0.62% | $823,051 | 13.1K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.60% | $3M | 46.9K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.60% | $3M | 34.6K | Q3 2025OLDER |
| Purus Wealth Management, LLC$314M AUM | 0.58% | $2M | 29.1K | Q1 2026OLDER |
| PMG Wealth Management, Inc.$139M AUM | 0.57% | $792,651 | 12.6K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.56% | $8M | 131.2K | Q1 2026OLDER |
| Koa Wealth Management, LLC$138M AUM | 0.56% | $772,030 | 12.3K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.55% | $8M | 118.7K | Q4 2025OLDER |
| Midwest Financial Group LLC$234M AUM | 0.53% | $1M | 19.9K | Q1 2026OLDER |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 0.53% | $682,079 | 7.5K | Q2 2026 |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.51% | $1M | 20.7K | Q1 2026OLDER |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.51% | $716,522 | 11.4K | Q1 2026OLDER |
| APS Management Group, Inc.$117M AUM | 0.50% | $584,387 | 9.3K | Q1 2026OLDER |
| Fortune Financial Group, Inc.$111M AUM | 0.49% | $503 | 6.6K | Q4 2025OLDER |
| Great Diamond Partners, LLC$520M AUM | 0.49% | $3M | 35.7K | Q4 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.49% | $977,119 | 15.6K | Q1 2026OLDER |
| Macro Advisors, Inc.$242M AUM | 0.48% | $1M | 18.6K | Q1 2026OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 0.48% | $2M | 30.4K | Q1 2026OLDER |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 0.48% | $586,261 | 9.4K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.47% | $2M | 36.6K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.46% | $844,896 | 11.8K | Q4 2025OLDER |
| Worthington Financial Partners, LLC$116M AUM | 0.46% | $540,776 | 8.6K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.46% | $38M | 613.7K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.45% | $701,576 | 11.2K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.45% | $764,737 | 10.1K | Q3 2025OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.45% | $5M | 60.2K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.45% | $4M | 44.9K | Q2 2026 |
| Resurgent Financial Advisors LLC$277M AUM | 0.43% | $864,449 | 12.1K | Q4 2025OLDER |
| SageGuard Financial Group, LLC$646M AUM | 0.43% | $3M | 43.9K | Q1 2026OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 0.41% | $1M | 17.7K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.41% | $884,728 | 14.1K | Q1 2026OLDER |
| Cornerstone Wealth, LLC/TN$178M AUM | 0.41% | $719,982 | 10.7K | Q1 2026OLDER |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 0.40% | $1M | 17.7K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.40% | $4M | 59.6K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.38% | $1M | 18.7K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.38% | $582,567 | 9.3K | Q1 2026OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.38% | $26M | 418.9K | Q1 2026OLDER |
| Sun Financial Inc$200M AUM | 0.38% | $757,151 | 9.7K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.36% | $343,235 | 5.5K | Q1 2026OLDER |
| Beaumont Asset Management, L.L.C.$222M AUM | 0.35% | $787,825 | 12.6K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.35% | $430,925 | 6.9K | Q1 2026OLDER |
| Prepared Retirement Institute LLC$202M AUM | 0.35% | $702,033 | 11.2K | Q1 2026OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.34% | $881,896 | 9.8K | Q2 2026 |
| Stegent Equity Advisors, Inc.$117M AUM | 0.33% | $393,066 | 6.3K | Q1 2026OLDER |
| VectorGlobal IAG, Inc.$385M AUM | 0.33% | $1M | 20.5K | Q2 2026 |
| Watts Gwilliam & Co., LLC$620M AUM | 0.33% | $2M | 26.7K | Q3 2025OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.32% | $5M | 85.9K | Q1 2026OLDER |
| Williams & Novak, LLC$151M AUM | 0.32% | $424,926 | 5.9K | Q4 2025OLDER |
| Crown Wealth Group, LLC$340M AUM | 0.32% | $1M | 17.3K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.32% | $7M | 110.6K | Q2 2026 |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.31% | $665,985 | 9.3K | Q4 2025OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.31% | $910,673 | 14.5K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.30% | $3M | 30.6K | Q2 2026 |
| Castle Rock Wealth Management, LLC$509M AUM | 0.30% | $1M | 21.1K | Q4 2025OLDER |
| Valued Retirements, Inc.$102M AUM | 0.30% | $305,311 | 4.9K | Q1 2026OLDER |
| COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM | 0.30% | $422,735 | 6.7K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.29% | $2M | 28.0K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.29% | $17M | 268.7K | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.29% | $443,855 | 7.1K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.29% | $2M | 33.1K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.29% | $3M | 33.5K | Q2 2026 |
| Fortis Advisors, LLC$200M AUM | 0.28% | $567,376 | 9.1K | Q1 2026OLDER |
| Moss Adams Wealth Advisors LLC$1.4B AUM | 0.28% | $4M | 60.9K | Q1 2026OLDER |
| Altus Wealth Group LLC$244M AUM | 0.28% | $681,623 | 10.9K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.27% | $21M | 336.8K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.27% | $657,518 | 10.5K | Q1 2026OLDER |
| Granite Investment Partners, LLC$1.6B AUM | 0.27% | $4M | 70.0K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.26% | $773,221 | 12.3K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.25% | $610,065 | 9.7K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.25% | $750,342 | 12.0K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.24% | $550,878 | 8.8K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.24% | $472,106 | 7.5K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.24% | $734,658 | 11.7K | Q1 2026OLDER |
| Symphony Financial Services, Inc.$195M AUM | 0.24% | $461,074 | 7.4K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.24% | $2M | 34.3K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.23% | $10M | 157.8K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 0.23% | $552,675 | 8.4K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.23% | $994,555 | 15.9K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.23% | $2M | 35.2K | Q2 2026 |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 0.23% | $678,796 | 9.5K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.22% | $11M | 177.4K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.22% | $961,466 | 15.3K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.22% | $801,164 | 11.2K | Q4 2025OLDER |
| Southern Financial Group, LLC$358M AUM | 0.22% | $770,099 | 12.3K | Q2 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.21% | $6M | 87.9K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.21% | $654,009 | 10.4K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.21% | $10M | 158.6K | Q1 2026OLDER |
| Juno Financial Group LLC$255M AUM | 0.21% | $541,665 | 8.6K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.21% | $938,632 | 15.0K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.21% | $962,807 | 15.3K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.21% | $415,636 | 6.6K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.21% | $6M | 97.8K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.20% | $653,454 | 10.4K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 0.20% | $388,409 | 4.3K | Q2 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.20% | $3M | 42.3K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.20% | $4M | 66.4K | Q1 2026OLDER |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM | 0.19% | $230,081 | 3.2K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.19% | $3M | 49.0K | Q1 2026OLDER |
| SFMG, LLC$1.5B AUM | 0.19% | $3M | 45.1K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.19% | $548,456 | 8.8K | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 0.19% | $219,343 | 3.1K | Q4 2025OLDER |
| Intellus Advisors LLC$732M AUM | 0.19% | $1M | 19.5K | Q4 2025OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.18% | $25M | 330.2K | Q3 2025OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.18% | $498,705 | 8.0K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.18% | $2M | 34.8K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.18% | $849,485 | 13.6K | Q1 2026OLDER |
| Unconventional Investor, LLC$211M AUM | 0.18% | $380,656 | 6.1K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.18% | $3M | 54.3K | Q1 2026OLDER |
| SHARPEPOINT LLC$168M AUM | 0.18% | $293,562 | 4.7K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.17% | $353,035 | 5.6K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.17% | $701,953 | 11.2K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.17% | $1M | 16.1K | Q1 2026OLDER |
| Triton Wealth Management, PLLC$270M AUM | 0.17% | $470,456 | 7.4K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.17% | $269,324 | 4.3K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.17% | $4M | 53.4K | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.17% | $2M | 37.6K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.17% | $1M | 17.6K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.17% | $476,398 | 6.6K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.17% | $369,990 | 5.5K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.17% | $2M | 28.1K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 0.17% | $359,400 | 4.0K | Q2 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.17% | $14M | 218.2K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.17% | $2M | 37.8K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.17% | $2M | 35.3K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.17% | $2M | 31.0K | Q4 2025OLDER |
| PINCUS CAPITAL MANAGEMENT, LP$144M AUM | 0.16% | $236,617 | 3.8K | Q1 2026OLDER |
| CPR Investments Inc.$150M AUM | 0.16% | $243,149 | 3.9K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.16% | $4M | 56.5K | Q1 2026OLDER |
| J2 Capital Management Inc$146M AUM | 0.16% | $214,272 | 2.8K | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.16% | $34M | 547.1K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.16% | $2M | 34.6K | Q1 2026OLDER |
| DeDora Capital, Inc.$408M AUM | 0.16% | $642,894 | 10.3K | Q1 2026OLDER |
| Newman Dignan & Sheerar, Inc.$475M AUM | 0.16% | $747,888 | 11.9K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.16% | $504,950 | 8.1K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 0.16% | $224,806 | 3.6K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.16% | $4M | 58.1K | Q1 2026OLDER |
| FFG Partners, LLC$352M AUM | 0.16% | $393,889 | 6.3K | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 0.15% | $181,876 | 2.9K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.15% | $2M | 33.3K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.15% | $1M | 22.2K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.15% | $9M | 146.2K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.15% | $516,655 | 7.2K | Q4 2025OLDER |
| Westshore Wealth, LLC$285M AUM | 0.15% | $419,078 | 6.7K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.15% | $461,979 | 7.3K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.14% | $2M | 18.5K | Q2 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.14% | $6M | 91.7K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.14% | $2M | 32.2K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.14% | $509,964 | 8.1K | Q1 2026OLDER |
| Collier Financial$131M AUM | 0.14% | $183,706 | 2.9K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.14% | $688,246 | 9.9K | Q4 2025OLDER |
| Curran Financial Partners, LLC$559M AUM | 0.14% | $778,056 | 12.4K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.14% | $272,846 | 4.4K | Q1 2026OLDER |
| Choice Wealth Advisors LLC$285M AUM | 0.14% | $394,172 | 4.4K | Q2 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.14% | $2M | 21.7K | Q2 2026 |
| TrueWealth Advisors, LLC$444M AUM | 0.14% | $610,137 | 6.8K | Q2 2026 |
| GoalVest Advisory LLC$539M AUM | 0.14% | $736,680 | 8.2K | Q2 2026 |
| BYRNE FINANCIAL FREEDOM, LLC$209M AUM | 0.14% | $284,853 | 4.5K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.13% | $734,442 | 11.7K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.13% | $829,748 | 13.2K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.13% | $5M | 77.0K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.13% | $242,787 | 3.4K | Q4 2025OLDER |
| Traction Financial Partners, LLC$162M AUM | 0.13% | $222,067 | 3.1K | Q4 2025OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 0.13% | $251,365 | 3.3K | Q3 2025OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.13% | $374,176 | 6.0K | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.13% | $393,813 | 6.3K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.13% | $5M | 80.6K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.13% | $349,385 | 3.9K | Q2 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.13% | $2M | 26.3K | Q1 2026OLDER |
| James J. Burns & Company, LLC$737M AUM | 0.13% | $930,165 | 14.8K | Q1 2026OLDER |
| Joseph Group Capital Management$400M AUM | 0.13% | $505,075 | 8.1K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.13% | $8M | 124.7K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.13% | $375,645 | 5.3K | Q1 2026OLDER |
| Quantum Private Wealth, LLC$324M AUM | 0.12% | $402,579 | 6.4K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.12% | $2M | 28.3K | Q1 2026OLDER |
| Emerald Advisors, LLC$808M AUM | 0.12% | $996,235 | 15.9K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.12% | $2M | 23.1K | Q1 2026OLDER |
| Prospect Financial Services LLC$164M AUM | 0.12% | $210,252 | 2.8K | Q3 2025OLDER |
| Mirador Capital Partners LP$817M AUM | 0.12% | $979,762 | 10.9K | Q2 2026 |
| GRANVILLE CAPITAL, INC.$191M AUM | 0.12% | $228,859 | 3.7K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.12% | $1M | 13.4K | Q2 2026 |
| MWA Asset Management$183M AUM | 0.12% | $216,636 | 3.5K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.12% | $573,792 | 9.2K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.12% | $213,850 | 3.0K | Q4 2025OLDER |
| Walsh & Associates, LLC$101M AUM | 0.12% | $116,083 | 1.9K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.12% | $546,444 | 8.7K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 0.11% | $260,623 | 4.2K | Q1 2026OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 0.11% | $455,181 | 5.1K | Q2 2026 |
| VIAWEALTH, LLC$180M AUM | 0.11% | $202,173 | 2.8K | Q4 2025OLDER |
| tru Independence LLC$202M AUM | 0.11% | $228,250 | 3.6K | Q1 2026OLDER |
| Buska Wealth Management, LLC$249M AUM | 0.11% | $305,079 | 4.3K | Q4 2025OLDER |
| Walker Asset Management, LLC$185M AUM | 0.11% | $208,348 | 3.3K | Q1 2026OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 0.11% | $873,597 | 13.9K | Q1 2026OLDER |
| JBR Co Financial Management Inc$274M AUM | 0.11% | $307,017 | 3.4K | Q2 2026 |
| Valor Advisors LLC$119M AUM | 0.11% | $132,897 | 1.9K | Q2 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.11% | $3M | 43.8K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.11% | $3M | 46.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.11% | $17M | 241.7K | Q1 2026OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.11% | $116,412 | 1.9K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.11% | $3M | 44.1K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.11% | $1M | 13.3K | Q3 2025OLDER |
| MBE Wealth Management, LLC$241M AUM | 0.11% | $257,247 | 4.1K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 0.11% | $276,276 | 3.9K | Q4 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.10% | $3M | 45.1K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.10% | $1M | 18.2K | Q1 2026OLDER |
| Trask Adam Roland$106M AUM | 0.10% | $110,195 | 1.8K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.10% | $2M | 30.9K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.10% | $753,231 | 12.0K | Q1 2026OLDER |
| WEALTH EFFECTS LLC$282M AUM | 0.10% | $292,290 | 4.7K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.10% | $917,196 | 14.6K | Q1 2026OLDER |
| Darden Wealth Group Inc$196M AUM | 0.10% | $211,505 | 3.0K | Q4 2025OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.10% | $3M | 53.2K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.10% | $1M | 18.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.10% | $382M | 6.10M | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.10% | $222,623 | 3.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.10% | $72M | 1.15M | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.10% | $4M | 56.6K | Q1 2026OLDER |
| Second Half Financial Partners, LLC$222M AUM | 0.10% | $225,496 | 3.2K | Q4 2025OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.10% | $226,452 | 3.6K | Q1 2026OLDER |
| Silverleafe Capital Partners, LLC$367M AUM | 0.10% | $362,112 | 4.0K | Q2 2026 |
| William Mack & Associates, Inc.$175M AUM | 0.10% | $207,134 | 2.9K | Q4 2025OLDER |
| Plan Group Financial, LLC$426M AUM | 0.10% | $413,352 | 6.6K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.10% | $351,860 | 4.9K | Q4 2025OLDER |
| LJI Wealth Management, LLC$626M AUM | 0.10% | $605,050 | 9.7K | Q1 2026OLDER |
| Cottage Street Advisors LLC$231M AUM | 0.10% | $228,012 | 3.2K | Q4 2025OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.10% | $1M | 23.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.10% | $25M | 402.8K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.10% | $285,722 | 3.8K | Q3 2025OLDER |
| EAGLE WEALTH STRATEGIES LLC$262M AUM | 0.09% | $245,601 | 2.7K | Q2 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.09% | $20M | 258.4K | Q3 2025OLDER |
| Sonoma Allocations LLC$322M AUM | 0.09% | $298,203 | 3.3K | Q2 2026 |
| Strategic Advisors LLC$602M AUM | 0.09% | $556,444 | 8.9K | Q1 2026OLDER |
| Corecam Pte. Ltd.$231M AUM | 0.09% | $213,112 | 3.4K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.09% | $288,328 | 4.6K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.09% | $8M | 135.3K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.09% | $737,867 | 11.8K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.09% | $353,540 | 5.6K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.09% | $419,339 | 6.2K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.09% | $1M | 14.1K | Q2 2026 |
| Accredited Wealth Management, LLC$134M AUM | 0.09% | $117,825 | 363 | Q3 2025OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.09% | $944,569 | 13.2K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.09% | $222,605 | 3.1K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.09% | $4M | 58.9K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.09% | $3M | 43.0K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.09% | $292,768 | 4.7K | Q1 2026OLDER |
| Atlas Wealth LLC$334M AUM | 0.08% | $283,188 | 4.5K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.08% | $3M | 30.9K | Q2 2026 |
| Symphony Financial, Ltd. Co.$755M AUM | 0.08% | $632,572 | 10.1K | Q1 2026OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 0.08% | $4M | 66.0K | Q1 2026OLDER |
| Fusion Capital, LLC$371M AUM | 0.08% | $308,401 | 4.9K | Q1 2026OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.08% | $407,273 | 6.5K | Q1 2026OLDER |
| Clark Wealth Partners$149M AUM | 0.08% | $122,091 | 1.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.08% | $16M | 257.1K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.08% | $107,192 | 1.7K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.08% | $471,304 | 7.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.08% | $30M | 477.1K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.08% | $542,030 | 8.6K | Q1 2026OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.08% | $599,898 | 9.6K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.08% | $207,316 | 2.9K | Q4 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.08% | $550,080 | 8.8K | Q1 2026OLDER |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 0.08% | $235,739 | 3.8K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.07% | $108,311 | 1.7K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.07% | $238,623 | 3.8K | Q1 2026OLDER |
| Omega Financial Group, LLC$308M AUM | 0.07% | $227,252 | 3.6K | Q1 2026OLDER |
| Mason & Associates Inc$516M AUM | 0.07% | $380,302 | 6.3K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.07% | $2M | 24.8K | Q1 2026OLDER |
| Bernard Wealth Management Corp.$234M AUM | 0.07% | $169,675 | 2.7K | Q1 2026OLDER |
| Plum Street Advisors, LLC$289M AUM | 0.07% | $205,659 | 3.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.07% | $5M | 73.5K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.07% | $3M | 42.6K | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.07% | $289,582 | 4.6K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC$308M AUM | 0.07% | $214,562 | 2.4K | Q2 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.07% | $6M | 88.9K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.07% | $503,634 | 8.0K | Q1 2026OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 0.07% | $390,701 | 4.3K | Q2 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.07% | $2M | 27.0K | Q2 2026 |
| Wellington Shields Capital Management, LLC$666M AUM | 0.07% | $457,564 | 7.3K | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.07% | $500,914 | 5.6K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.07% | $5M | 74.3K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.07% | $1M | 19.4K | Q1 2026OLDER |
| Gitterman Wealth Management, LLC$436M AUM | 0.07% | $295,960 | 3.9K | Q3 2025OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.07% | $201,047 | 2.6K | Q3 2025OLDER |
| Clarius Group, LLC$1.8B AUM | 0.07% | $1M | 16.6K | Q4 2025OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.07% | $204,847 | 2.9K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.07% | $46M | 726.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.07% | $906M | 14.45M | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.07% | $451,705 | 7.2K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.07% | $3M | 48.7K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.07% | $5M | 85.5K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.07% | $1M | 16.6K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.06% | $2M | 36.8K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.06% | $1M | 18.4K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.06% | $127,117 | 2.0K | Q1 2026OLDER |
| Tempo Wealth, LLC$573M AUM | 0.06% | $368,001 | 5.9K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.06% | $128,333 | 1.8K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.06% | $9M | 135.8K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.06% | $1M | 22.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.06% | $35M | 562.5K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.06% | $2M | 31.7K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.06% | $495,449 | 6.5K | Q3 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.06% | $2M | 26.9K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.06% | $425,485 | 6.0K | Q4 2025OLDER |
| BCS Wealth Management$490M AUM | 0.06% | $297,730 | 4.8K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.06% | $204,399 | 3.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.06% | $57M | 910.2K | Q1 2026OLDER |
| Bensler, LLC$969M AUM | 0.06% | $581,699 | 9.3K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.06% | $1M | 19.1K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.06% | $2M | 29.0K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.06% | $559,310 | 8.9K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.06% | $1M | 17.3K | Q1 2026OLDER |
| Riverview Capital Advisers, LLC$300M AUM | 0.06% | $202,838 | 2.7K | Q3 2025OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.06% | $178,804 | 2.9K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.06% | $3M | 34.3K | Q2 2026 |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.06% | $235,551 | 3.8K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.06% | $814,712 | 13.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.06% | $969M | 13.56M | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.06% | $78,851 | 1.3K | Q1 2026OLDER |
| Z3 Capital Partners, LLC$395M AUM | 0.06% | $221,630 | 3.5K | Q1 2026OLDER |
| Global Endowment Management, LP$896M AUM | 0.06% | $501,000 | 8.0K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.06% | $188,667 | 3.0K | Q1 2026OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.06% | $208,991 | 2.9K | Q4 2025OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.06% | $308,778 | 4.9K | Q1 2026OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 0.06% | $212,778 | 3.0K | Q4 2025OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.05% | $798,811 | 12.7K | Q1 2026OLDER |
| ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM | 0.05% | $225,648 | 3.6K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.05% | $424,281 | 6.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.05% | $2M | 37.1K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.05% | $1M | 19.5K | Q1 2026OLDER |
| Black Swift Group, LLC$571M AUM | 0.05% | $321,525 | 4.5K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.05% | $357M | 5.69M | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.05% | $383,749 | 4.3K | Q2 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.05% | $74M | 1.18M | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.05% | $281M | 4.48M | Q2 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.05% | $15M | 233.6K | Q2 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.05% | $5M | 72.3K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.05% | $49M | 787.4K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.05% | $1M | 22.4K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.05% | $5M | 72.8K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.05% | $65,125 | 1.0K | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.05% | $5M | 81.9K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $439,136 | 7.0K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.05% | $8M | 133.2K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.05% | $336,760 | 5.4K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.05% | $216,873 | 3.5K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.05% | $2M | 28.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.05% | $18M | 283.1K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.05% | $216,685 | 3.5K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.05% | $93,456 | 1.5K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.05% | $282,373 | 4.5K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.05% | $1M | 20.1K | Q2 2026 |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.05% | $118,012 | 1.9K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.05% | $322,802 | 5.2K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.05% | $237,426 | 3.8K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.05% | $5M | 75.0K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.05% | $941,568 | 15.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.04% | $146M | 2.33M | Q1 2026OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 0.04% | $202,819 | 3.2K | Q1 2026OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.04% | $821,108 | 13.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.04% | $8M | 131.4K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.04% | $82,628 | 1.3K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.04% | $208,181 | 3.3K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.04% | $593,542 | 9.5K | Q1 2026OLDER |
| Beacon Bank & Trust$518M AUM | 0.04% | $200,666 | 2.6K | Q3 2025OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.04% | $264,572 | 4.2K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.04% | $5M | 86.3K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.04% | $3M | 50.3K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 0.04% | $276,811 | 3.9K | Q4 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.04% | $971,105 | 15.5K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.04% | $149,390 | 2.4K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.04% | $149,390 | 2.4K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.04% | $2M | 37.1K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.04% | $353,295 | 5.6K | Q1 2026OLDER |
| Accordant Advisory Group Inc$161M AUM | 0.04% | $60,876 | 852 | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.04% | $45M | 722.1K | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.04% | $4M | 60.3K | Q1 2026OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.04% | $244,403 | 3.4K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.04% | $6M | 87.8K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.04% | $734,986 | 11.7K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.04% | $2M | 26.8K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.04% | $203,209 | 3.2K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.04% | $116,021 | 1.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.04% | $8M | 122.5K | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 0.04% | $236,617 | 3.8K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.04% | $214,227 | 3.0K | Q4 2025OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.04% | $287,256 | 3.8K | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.04% | $2M | 33.3K | Q2 2026 |
| Callan Family Office, LLC$4.4B AUM | 0.04% | $2M | 26.2K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.04% | $83,111 | 925 | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 28.3K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.04% | $611,218 | 8.6K | Q4 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.04% | $815,553 | 13.0K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.04% | $375,014 | 6.0K | Q1 2026OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.04% | $456,795 | 7.3K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.04% | $44,466 | 495 | Q2 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.04% | $494,079 | 7.9K | Q1 2026OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.03% | $223,210 | 3.1K | Q4 2025OLDER |
| Caldwell Trust Co$1.1B AUM | 0.03% | $390,058 | 6.2K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.03% | $612,509 | 9.8K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.03% | $2M | 33.3K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.03% | $1M | 12.8K | Q2 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.03% | $793,704 | 12.7K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.03% | $1M | 14.0K | Q2 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.03% | $869,370 | 13.9K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.03% | $313,411 | 5.0K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.03% | $675,121 | 8.9K | Q3 2025OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.03% | $285,621 | 4.6K | Q1 2026OLDER |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 0.03% | $1M | 19.3K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.03% | $427,252 | 6.8K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.03% | $2M | 30.3K | Q3 2025OLDER |
| Financial Partners Group, Inc$836M AUM | 0.03% | $265,503 | 4.2K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.03% | $869,022 | 11.4K | Q3 2025OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.03% | $8M | 121.6K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $349,450 | 5.6K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.03% | $1M | 18.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.03% | $3M | 45.4K | Q1 2026OLDER |
| GM Advisory Group, LLC$2.6B AUM | 0.03% | $798,209 | 12.7K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.03% | $433,656 | 6.9K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.03% | $1M | 23.8K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.