FIRST TR EXCHANGE-TRADED FD
CUSIP 33737A108
First Tr Exchange-Traded Fd has 535 institutional holders in Filings Flow’s 13F database, together reporting 25.20M shares worth $3.9B as of Q1 2026. The largest reported holders are Morgan Stanley, Lpl Financial LLC, and Bank Of America Corp /De/.
Institutional Holders
535
Q1 2026
Reported Value
$3.9B
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 |
|---|---|---|---|---|
| Gitterman Wealth Management, LLC$436M AUM | 8.35% | $36M | 241.1K | Q3 2025OLDER |
| BFI Infinity Ltd.$178M AUM | 6.72% | $12M | 73.3K | Q1 2026OLDER |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 5.75% | $9M | 52.7K | Q1 2026OLDER |
| Waycross Investment Management Co$105M AUM | 5.41% | $6M | 34.6K | Q1 2026OLDER |
| Arlington Financial Advisors, LLC$702M AUM | 4.93% | $35M | 211.5K | Q1 2026OLDER |
| Presidio Capital Management, LLC$344M AUM | 4.70% | $16M | 98.9K | Q1 2026OLDER |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$789M AUM | 4.10% | $32M | 198.0K | Q1 2026OLDER |
| Gaddis Premier Wealth Advisors LLC$136M AUM | 3.73% | $5M | 30.9K | Q1 2026OLDER |
| TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM | 3.71% | $46M | 280.2K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 3.57% | $5M | 29.6K | Q1 2026OLDER |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.$139M AUM | 3.44% | $5M | 29.3K | Q1 2026OLDER |
| Adams Wealth Management$455M AUM | 3.33% | $15M | 92.6K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 3.09% | $16M | 98.0K | Q1 2026OLDER |
| SOUTHERN CAPITAL SERVICES INC /ADV$156M AUM | 2.86% | $4M | 27.2K | Q1 2026OLDER |
| PECAUT & CO.$308M AUM | 2.65% | $8M | 50.0K | Q1 2026OLDER |
| HMS Capital Management, LLC$259M AUM | 2.56% | $7M | 40.5K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 2.52% | $5M | 28.6K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 2.42% | $9M | 47.0K | Q2 2026 |
| Journey Beyond Wealth, LLC$116M AUM | 2.40% | $3M | 17.1K | Q1 2026OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 2.34% | $11M | 67.1K | Q1 2026OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 2.32% | $7M | 44.5K | Q1 2026OLDER |
| FISCHER INVESTMENT STRATEGIES, LLC$171M AUM | 2.15% | $4M | 24.1K | Q4 2025OLDER |
| Hobart Private Capital, LLC$583M AUM | 2.15% | $13M | 65.2K | Q2 2026 |
| Crumly & Associates Inc.$522M AUM | 2.13% | $11M | 58.1K | Q2 2026 |
| Oxford Wealth Group, LLC$183M AUM | 2.05% | $4M | 22.9K | Q1 2026OLDER |
| Maniro Ltd$330M AUM | 2.01% | $7M | 40.6K | Q1 2026OLDER |
| Arch Global Advisors, LLC$192M AUM | 2.01% | $4M | 23.6K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 1.99% | $4M | 24.8K | Q2 2026 |
| Ferguson Shapiro LLC$342M AUM | 1.97% | $7M | 35.1K | Q2 2026 |
| 1858 WEALTH MANAGEMENT, LLC$142M AUM | 1.92% | $3M | 18.1K | Q3 2025OLDER |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 1.89% | $2M | 14.2K | Q1 2026OLDER |
| Black Swift Group, LLC$571M AUM | 1.85% | $11M | 64.7K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 1.77% | $5M | 27.4K | Q2 2026 |
| Stegent Equity Advisors, Inc.$117M AUM | 1.76% | $2M | 12.6K | Q1 2026OLDER |
| Sage Advisory Services, Ltd.Co.$183M AUM | 1.71% | $3M | 19.1K | Q1 2026OLDER |
| Richard P Slaughter Associates Inc$463M AUM | 1.71% | $8M | 48.4K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 1.65% | $16M | 95.8K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 1.64% | $4M | 26.1K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 1.55% | $4M | 25.4K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 1.50% | $6M | 36.3K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 1.44% | $6M | 38.3K | Q1 2026OLDER |
| Deane Retirement Strategies, Inc.$236M AUM | 1.39% | $3M | 21.2K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 1.37% | $2M | 17.4K | Q1 2026OLDER |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 1.29% | $36M | 217.8K | Q1 2026OLDER |
| VVR Holdings LLC$194M AUM | 1.24% | $2M | 14.6K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 1.23% | $6M | 38.0K | Q1 2026OLDER |
| MANCHESTER FINANCIAL INC$521M AUM | 1.22% | $6M | 39.0K | Q1 2026OLDER |
| CORRADO ADVISORS, LLC$192M AUM | 1.22% | $2M | 14.3K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 1.20% | $18M | 111.6K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 1.18% | $22M | 132.1K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 1.13% | $2M | 14.7K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 1.11% | $5M | 32.1K | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 1.11% | $2M | 9.9K | Q1 2026OLDER |
| Alexis Investment Partners, LLC$145M AUM | 1.03% | $1M | 9.5K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 1.02% | $4M | 35.6K | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.94% | $5M | 29.3K | Q1 2026OLDER |
| First Growth Capital LLC$111M AUM | 0.93% | $1M | 6.2K | Q1 2026OLDER |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM | 0.93% | $2M | 10.8K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.92% | $2M | 13.4K | Q1 2026OLDER |
| Alpha Financial Partners LLC$169M AUM | 0.90% | $2M | 9.3K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.90% | $14M | 72.4K | Q2 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.88% | $8M | 41.3K | Q2 2026 |
| KPP Advisory Services LLC$689M AUM | 0.83% | $6M | 34.8K | Q1 2026OLDER |
| Hedeker Wealth, LLC$474M AUM | 0.82% | $4M | 23.7K | Q1 2026OLDER |
| Meixler Investment Management, Ltd.$186M AUM | 0.78% | $1M | 8.7K | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.76% | $2M | 9.7K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.75% | $13M | 79.4K | Q1 2026OLDER |
| Smith Asset Management Co., LLC$127M AUM | 0.70% | $892,405 | 4.7K | Q2 2026 |
| Integrity Investment Advisors, LLC$184M AUM | 0.68% | $1M | 7.7K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.68% | $37M | 228.8K | Q1 2026OLDER |
| Sound Financial Strategies Group, LLC$147M AUM | 0.68% | $990,804 | 6.1K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.67% | $2M | 14.3K | Q1 2026OLDER |
| Private Wealth Advisors, LLC$356M AUM | 0.63% | $2M | 13.7K | Q1 2026OLDER |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 0.63% | $9M | 54.8K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.62% | $10M | 57.2K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.61% | $1M | 7.6K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.60% | $1M | 6.8K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.58% | $2M | 9.6K | Q1 2026OLDER |
| McKinney Capital Management, LLC$116M AUM | 0.56% | $649,576 | 4.0K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.56% | $5M | 28.5K | Q1 2026OLDER |
| Quantum Private Wealth, LLC$324M AUM | 0.56% | $2M | 11.0K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.56% | $528,533 | 3.2K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.55% | $5M | 33.1K | Q4 2025OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.54% | $6M | 28.8K | Q2 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.54% | $5M | 31.4K | Q1 2026OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 0.53% | $1M | 8.8K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 0.53% | $1M | 5.3K | Q2 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.51% | $48M | 292.5K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.51% | $2M | 11.6K | Q1 2026OLDER |
| Cottage Street Advisors LLC$231M AUM | 0.50% | $1M | 7.1K | Q1 2026OLDER |
| TradeWell Securities, LLC.$237M AUM | 0.49% | $1M | 7.3K | Q1 2026OLDER |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 0.48% | $957,761 | 5.9K | Q1 2026OLDER |
| APS Management Group, Inc.$130M AUM | 0.46% | $533,176 | 3.3K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.46% | $2M | 13.7K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.45% | $5M | 216.1K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 0.44% | $2M | 13.1K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.44% | $7M | 44.6K | Q4 2025OLDER |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 0.43% | $1M | 7.3K | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 0.42% | $3M | 16.7K | Q1 2026OLDER |
| Symphony Financial Services, Inc.$195M AUM | 0.41% | $804,092 | 4.9K | Q1 2026OLDER |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 0.41% | $1M | 7.8K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.40% | $976,409 | 5.1K | Q2 2026 |
| Arrowroot Family Office, LLC$302M AUM | 0.39% | $1M | 7.2K | Q1 2026OLDER |
| Sonoma Allocations LLC$322M AUM | 0.38% | $1M | 6.5K | Q2 2026 |
| Fire Capital Management LLC$214M AUM | 0.38% | $810,866 | 5.0K | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.38% | $35M | 211.3K | Q1 2026OLDER |
| VectorGlobal IAG, Inc.$385M AUM | 0.38% | $1M | 8.9K | Q2 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.37% | $1M | 6.5K | Q2 2026 |
| PFG Investments, LLC$2.1B AUM | 0.37% | $8M | 48.4K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.36% | $32M | 197.8K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.35% | $13M | 81.2K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.35% | $1M | 8.7K | Q1 2026OLDER |
| Alaska Wealth Advisors, LLC$833M AUM | 0.35% | $3M | 17.8K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.35% | $732,184 | 4.5K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.34% | $2M | 15.0K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.33% | $933,537 | 5.7K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.33% | $2M | 10.3K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.32% | $4M | 26.5K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.32% | $897,729 | 4.7K | Q2 2026 |
| SGL Investment Advisors, Inc.$266M AUM | 0.32% | $846,353 | 4.2K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 0.31% | $1M | 7.9K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 0.31% | $470,293 | 2.9K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.30% | $4M | 25.5K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.29% | $626,835 | 3.3K | Q1 2026OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.28% | $20M | 120.1K | Q1 2026OLDER |
| Cumberland Partners Ltd$1.3B AUM | 0.28% | $4M | 22.6K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.27% | $7M | 43.4K | Q1 2026OLDER |
| Concentrum Wealth Management$339M AUM | 0.26% | $889,622 | 5.4K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.26% | $2M | 14.5K | Q1 2026OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.25% | $377,215 | 2.3K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.25% | $9M | 53.9K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.25% | $3M | 19.6K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.24% | $2M | 10.7K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.24% | $5M | 31.3K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.24% | $1M | 7.9K | Q1 2026OLDER |
| Guardian Capital, LLC$105M AUM | 0.24% | $248,642 | 1.5K | Q1 2026OLDER |
| Uniting Wealth Partners, LLC$470M AUM | 0.23% | $1M | 6.7K | Q1 2026OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.23% | $627,229 | 4.1K | Q4 2025OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.23% | $538,505 | 3.3K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.22% | $947,256 | 5.8K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.22% | $603,447 | 3.7K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.22% | $2M | 10.1K | Q1 2026OLDER |
| Purewater Capital LLC$104M AUM | 0.21% | $223,941 | 1.4K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 0.21% | $479,075 | 0 | Q3 2025OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 0.20% | $410,749 | 2.5K | Q1 2026OLDER |
| 4J Wealth Management LLC$176M AUM | 0.20% | $353,660 | 2.2K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.20% | $374,762 | 2.3K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.19% | $800,904 | 4.9K | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 0.19% | $250,803 | 1.5K | Q1 2026OLDER |
| Share Andrew L.$214M AUM | 0.19% | $407,314 | 2.5K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.18% | $1M | 6.2K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.18% | $10M | 50.0K | Q2 2026 |
| Trademark Financial Management, LLC$204M AUM | 0.18% | $365,364 | 2.2K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.17% | $10M | 60.5K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.17% | $2M | 10.0K | Q1 2026OLDER |
| Nautilus Advisors LLC$146M AUM | 0.17% | $245,370 | 1.5K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.17% | $815,744 | 5.0K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.17% | $749,524 | 4.6K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.17% | $379,342 | 2.3K | Q1 2026OLDER |
| CPR Investments Inc.$150M AUM | 0.17% | $247,668 | 1.5K | Q1 2026OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.16% | $2M | 9.6K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.16% | $797,464 | 4.9K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.16% | $500,064 | 3.1K | Q1 2026OLDER |
| Baron Financial Group, LLC$210M AUM | 0.16% | $327,318 | 1.7K | Q2 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.15% | $4M | 22.9K | Q1 2026OLDER |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.15% | $483,696 | 3.2K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.15% | $2M | 14.5K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.15% | $3M | 18.1K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.15% | $3M | 16.7K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.15% | $1M | 5.7K | Q1 2026OLDER |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 0.14% | $239,645 | 1.5K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.14% | $4M | 22.6K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.14% | $1M | 7.0K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.14% | $253,222 | 1.5K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.14% | $521,002 | 3.2K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.14% | $314,394 | 2.1K | Q3 2025OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.14% | $659,882 | 4.0K | Q1 2026OLDER |
| Mason & Associates Inc$516M AUM | 0.13% | $686,891 | 4.4K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.13% | $262,107 | 1.5K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.13% | $1M | 7.0K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.13% | $604,019 | 3.3K | Q2 2026 |
| Purus Wealth Management, LLC$314M AUM | 0.13% | $393,737 | 2.4K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.12% | $486,651 | 3.0K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.12% | $852,088 | 5.2K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.12% | $8M | 47.6K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.12% | $1M | 7.1K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.12% | $359,876 | 2.2K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.12% | $3M | 17.9K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.12% | $3M | 20.1K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.12% | $226,317 | 1.5K | Q4 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.12% | $10M | 63.9K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.12% | $266,656 | 1.8K | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.12% | $8M | 46.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.12% | $4M | 25.1K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.12% | $3M | 20.8K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.11% | $799,073 | 4.9K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.11% | $4M | 22.7K | Q2 2026 |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.11% | $553,555 | 3.4K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.11% | $6M | 31.3K | Q2 2026 |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.11% | $499,971 | 3.1K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.11% | $188,784 | 1.2K | Q1 2026OLDER |
| Tudor Financial Inc.$196M AUM | 0.11% | $205,582 | 1.3K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.10% | $303,604 | 1.9K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.10% | $1M | 7.0K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.10% | $4M | 22.8K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.10% | $2M | 13.7K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.10% | $3M | 17.6K | Q2 2026 |
| TPG Financial Advisors, LLC$307M AUM | 0.10% | $303,439 | 2.0K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.10% | $7M | 45.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.10% | $26M | 160.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.10% | $93M | 568.1K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.10% | $1M | 8.6K | Q1 2026OLDER |
| Second Half Financial Partners, LLC$222M AUM | 0.10% | $217,135 | 1.4K | Q4 2025OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.10% | $450,522 | 2.4K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.09% | $426,289 | 2.6K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.09% | $414,106 | 2.2K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.09% | $350M | 2.14M | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.09% | $117,124 | 716 | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.09% | $573,222 | 3.5K | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 0.09% | $580,365 | 3.5K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.09% | $596,153 | 3.6K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.09% | $663,480 | 4.1K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.09% | $1M | 7.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.09% | $19M | 118.2K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.09% | $347,775 | 2.1K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.09% | $373,781 | 2.3K | Q1 2026OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.09% | $670,390 | 4.1K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.09% | $370,855 | 2.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.09% | $31M | 189.3K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.09% | $776,870 | 4.7K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.08% | $519,675 | 3.2K | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.08% | $268,762 | 1.6K | Q1 2026OLDER |
| ARS Investment Partners, LLC$2.3B AUM | 0.08% | $2M | 10.0K | Q2 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.08% | $1M | 7.1K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.08% | $7M | 41.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.08% | $59M | 360.4K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.08% | $365,372 | 1.9K | Q2 2026 |
| Revisor Wealth Management LLC$362M AUM | 0.08% | $292,612 | 1.8K | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.08% | $330,759 | 2.0K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.08% | $4M | 22.8K | Q1 2026OLDER |
| EWG Elevate Inc.$320M AUM | 0.08% | $255,325 | 1.7K | Q3 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.08% | $2M | 11.0K | Q1 2026OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 0.08% | $555,578 | 3.2K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.08% | $402,870 | 2.5K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.08% | $177,199 | 1.1K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.08% | $4M | 23.2K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.07% | $224,922 | 1.4K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.07% | $702,231 | 4.3K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.07% | $11M | 73.5K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.07% | $683,664 | 4.5K | Q3 2025OLDER |
| Certified Advisory Corp$1.2B AUM | 0.07% | $894,888 | 4.7K | Q2 2026 |
| Narus Financial Partners, LLC$382M AUM | 0.07% | $274,362 | 1.7K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.07% | $177,470 | 1.1K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.07% | $207,508 | 1.3K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.07% | $315,368 | 1.9K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.07% | $594,201 | 3.6K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.07% | $210,862 | 1.4K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.07% | $6M | 39.5K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.07% | $505,156 | 3.1K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.07% | $275,552 | 1.7K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.07% | $3M | 13.3K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.07% | $2M | 11.7K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.07% | $923,822 | 5.6K | Q1 2026OLDER |
| Great Diamond Partners, LLC$582M AUM | 0.07% | $387,719 | 2.0K | Q2 2026 |
| Acropolis Investment Management, LLC$2.3B AUM | 0.07% | $2M | 9.2K | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 0.06% | $555,134 | 2.9K | Q2 2026 |
| Factor Wealth Management LTD$661M AUM | 0.06% | $426,800 | 2.2K | Q2 2026 |
| Osbon Capital Management LLC$123M AUM | 0.06% | $78,277 | 479 | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.06% | $1M | 8.9K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.06% | $616,623 | 3.2K | Q2 2026 |
| Keystone Financial Group$1.5B AUM | 0.06% | $900,394 | 5.5K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.06% | $3M | 20.7K | Q1 2026OLDER |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 0.06% | $322,784 | 1.7K | Q2 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.06% | $2M | 11.8K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.06% | $117,780 | 720 | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.06% | $351,628 | 2.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.06% | $40M | 246.2K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.06% | $557,794 | 3.4K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.06% | $248,478 | 1.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.06% | $11M | 67.7K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.06% | $53M | 325.1K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.06% | $200,762 | 1.3K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.06% | $9M | 56.5K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.05% | $391,447 | 2.4K | Q1 2026OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.05% | $2M | 10.7K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.05% | $590,197 | 3.6K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.05% | $280,914 | 1.5K | Q2 2026 |
| PRUDENTIAL PLC$17.1B AUM | 0.05% | $9M | 54.3K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.05% | $998,295 | 6.1K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.05% | $3M | 21.4K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.05% | $1M | 7.1K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.05% | $933,462 | 6.1K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.05% | $678,281 | 4.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.05% | $157M | 962.4K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.05% | $4M | 26.1K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.05% | $3M | 18.1K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.05% | $3M | 15.6K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.05% | $4M | 22.9K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.04% | $705,875 | 4.3K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.04% | $557,003 | 3.0K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.04% | $531,654 | 3.3K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.04% | $11M | 69.0K | Q2 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.04% | $3M | 16.0K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.04% | $6M | 34.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.04% | $45M | 277.0K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.04% | $437,574 | 2.3K | Q2 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.04% | $915,272 | 5.6K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.04% | $1M | 6.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.04% | $214M | 1.31M | Q2 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.04% | $23M | 140.0K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.04% | $194,846 | 1.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.04% | $265M | 1.62M | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.04% | $2M | 11.1K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.04% | $50M | 303.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 11.3K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.04% | $2M | 14.4K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.04% | $235,317 | 1.2K | Q2 2026 |
| Stablepoint Partners, LLC$723M AUM | 0.04% | $275,161 | 1.4K | Q2 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.04% | $666,589 | 4.1K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.04% | $807,922 | 4.9K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.04% | $4M | 22.9K | Q1 2026OLDER |
| MJP ASSOCIATES INC /ADV$824M AUM | 0.04% | $304,327 | 1.9K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.04% | $451,418 | 2.8K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.04% | $2M | 10.8K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.04% | $394,719 | 2.4K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.04% | $217,398 | 1.3K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.03% | $6M | 37.8K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.03% | $1M | 8.9K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.03% | $359,385 | 2.2K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.03% | $10M | 58.2K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.03% | $315,387 | 1.9K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.03% | $308,390 | 1.9K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.03% | $852,334 | 5.2K | Q2 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.03% | $140M | 853.7K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $426,780 | 2.6K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.03% | $563,370 | 3.4K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.03% | $953,740 | 5.8K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.03% | $849,261 | 5.5K | Q4 2025OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.03% | $218,940 | 1.4K | Q3 2025OLDER |
| RHL GROUP, LLC$117M AUM | 0.03% | $36,337 | 222 | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.03% | $4M | 21.9K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.03% | $789,869 | 4.8K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 0.03% | $66,250 | 405 | Q1 2026OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 0.03% | $410,954 | 2.7K | Q4 2025OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.03% | $943,308 | 4.9K | Q2 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.03% | $553,077 | 3.4K | Q1 2026OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 0.03% | $283,751 | 1.8K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.03% | $1M | 7.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $8M | 47.3K | Q2 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 10.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.03% | $451M | 2.95M | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.03% | $90,623 | 554 | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.03% | $216,908 | 1.3K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.03% | $1M | 8.6K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $5M | 29.7K | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.03% | $212,818 | 1.3K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.03% | $1M | 8.9K | Q2 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.03% | $1M | 6.3K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.03% | $222,338 | 1.2K | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.03% | $347M | 2.12M | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.02% | $564,779 | 3.5K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.02% | $2M | 11.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.02% | $834,113 | 4.3K | Q2 2026 |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.02% | $161,070 | 840 | Q2 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $3M | 20.0K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $657,759 | 4.0K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $1M | 6.3K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $325,356 | 2.0K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.02% | $99,710 | 610 | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $812,162 | 4.2K | Q2 2026 |
| Principle Wealth Partners LLC$1.7B AUM | 0.02% | $402,082 | 2.5K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $322,416 | 2.0K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.02% | $156,061 | 954 | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.02% | $334,031 | 2.0K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.02% | $33,695 | 206 | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.02% | $276,287 | 1.7K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $16M | 100.2K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.02% | $304,327 | 1.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.02% | $36M | 218.1K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $4M | 27.0K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.02% | $30,842 | 204 | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $773,376 | 4.7K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.02% | $49,565 | 303 | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.02% | $27,172 | 166.1K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.02% | $10M | 60.6K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.02% | $253,067 | 1.5K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.02% | $287,574 | 1.8K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.02% | $203,794 | 1.1K | Q2 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 11.2K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.02% | $277,263 | 1.5K | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.02% | $230,648 | 1.4K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.02% | $1M | 8.8K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $306,560 | 1.9K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.02% | $532,616 | 3.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $63M | 384.5K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.02% | $11M | 64.8K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.02% | $33M | 203.9K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.02% | $628,147 | 3.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $3M | 16.9K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.01% | $455,807 | 3.0K | Q4 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $1M | 9.4K | Q4 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.01% | $229,108 | 1.4K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.01% | $465,386 | 2.8K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $214,612 | 1.4K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.01% | $75,083 | 459 | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.01% | $61,303 | 375 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $7M | 45.6K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.01% | $232,518 | 1.4K | Q1 2026OLDER |
| Banque Transatlantique SA$4.2B AUM | 0.01% | $530,490 | 3.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $72M | 441.1K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $27M | 162.6K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $319,635 | 2.0K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 8.6K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $350,518 | 2.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $804,682 | 4.9K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.01% | $49,855 | 260 | Q2 2026 |
| PFS Partners, LLC$218M AUM | 0.01% | $22,880 | 140 | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.01% | $125,634 | 768 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 6.1K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.01% | $11,451 | 70 | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $878,261 | 5.4K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $275,305 | 1.7K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.01% | $10,619 | 55 | Q2 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $667,907 | 4.1K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $261,202 | 1.6K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $344,499 | 2.1K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $311,913 | 1.9K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.01% | $10,738 | 56 | Q2 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.01% | $14,722 | 90 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $401,977 | 2.6K | Q4 2025OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $923,257 | 5.6K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.01% | $872,541 | 5.3K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.01% | $72,641 | 444 | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.01% | $354,314 | 2.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $5M | 31.1K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $1M | 9.5K | Q4 2025OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.01% | $292,154 | 1.8K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.01% | $10,440 | 64 | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $10,324 | 63 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $171,432 | 1.0K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $67,559 | 413 | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.00% | $221,449 | 1.1K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $129,175 | 844 | Q4 2025OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $20,080 | 131 | Q2 2026 |
| Coastline Trust Co$1.0B AUM | 0.00% | $39,734 | 263 | Q3 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $4M | 24.7K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $2M | 9.7K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $831,045 | 4.3K | Q2 2026 |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $47,938 | 250 | Q2 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $742,714 | 4.5K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $17,012 | 104 | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.00% | $4,907 | 30 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $57,505 | 352 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $1M | 7.4K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.00% | $4,744 | 29 | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $6,426 | 42 | Q4 2025OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.00% | $16,194 | 99 | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $4M | 21.7K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $982,789 | 6.0K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $216,089 | 1.3K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $328,796 | 2.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 9.3K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $352,188 | 2.2K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $2M | 13.0K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $336,811 | 2.1K | Q1 2026OLDER |
| Longview Financial Advisors, Inc.$171M AUM | 0.00% | $4,090 | 25 | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $601,156 | 3.7K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $2M | 9.2K | Q1 2026OLDER |
| Your Advocates Ltd., LLP$328M AUM | 0.00% | $8,015 | 49 | Q1 2026OLDER |
| IFS Advisors, LLC$194M AUM | 0.00% | $4,743 | 29 | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $503,336 | 3.1K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.00% | $7,198 | 44 | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $9,651 | 59 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $18M | 111.5K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 12.7K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $11,777 | 72 | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $10,731 | 66 | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $218,216 | 1.3K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $40,895 | 250 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $181,083 | 1.1K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 10.1K | Q3 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $583,326 | 3.6K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $127,706 | 666 | Q2 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $909,215 | 5.5K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $11M | 68.5K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $14,723 | 90 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $684,092 | 4.2K | Q1 2026OLDER |
| Crews Bank & Trust$766M AUM | 0.00% | $12,242 | 80 | Q4 2025OLDER |
| Bernard Wealth Management Corp.$234M AUM | 0.00% | $4,090 | 25 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $396,658 | 2.4K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $5,071 | 31 | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $4,532 | 30 | Q3 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $336,485 | 2.1K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.00% | $17,444 | 114 | Q4 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $37,490 | 245 | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $56,272 | 344 | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $39,157 | 303 | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $15,108 | 100 | Q3 2025OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $4,907 | 30 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $18,648 | 114 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.