FIRST TR EXCH TRADED FD III
CUSIP 33739E108
First Tr Exch Traded Fd III has 463 institutional holders in Filings Flow’s 13F database, together reporting 240.55M shares worth $4.2B as of Q1 2026. The largest reported holders are Morgan Stanley, Royal Bank Of Canada, and Lpl Financial LLC.
Institutional Holders
463
Q1 2026
Reported Value
$4.2B
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 |
|---|---|---|---|---|
| INTEGRITY WEALTH ADVISORS, INC.$168M AUM | 7.35% | $12M | 695.0K | Q1 2026OLDER |
| Kinloch Capital, LLC$245M AUM | 6.22% | $15M | 859.3K | Q1 2026OLDER |
| Seros Financial, LLC$157M AUM | 5.86% | $9M | 518.5K | Q1 2026OLDER |
| AFFINITY WEALTH MANAGEMENT LLC$661M AUM | 4.00% | $26M | 1.49M | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 3.91% | $9M | 505.3K | Q4 2025OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 3.63% | $10M | 564.2K | Q2 2026 |
| Traction Financial Partners, LLC$162M AUM | 3.41% | $6M | 312.3K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 3.31% | $7M | 406.9K | Q1 2026OLDER |
| Mainsail Financial Group, LLC$240M AUM | 2.96% | $7M | 400.9K | Q1 2026OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 2.73% | $9M | 494.8K | Q1 2026OLDER |
| Midwest Heritage Bank, FSB$312M AUM | 2.71% | $8M | 475.1K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 2.61% | $12M | 668.9K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 2.48% | $35M | 1.96M | Q2 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 2.47% | $7M | 403.2K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 2.35% | $4M | 219.4K | Q1 2026OLDER |
| Trinity Legacy Partners, LLC$462M AUM | 2.32% | $11M | 591.2K | Q1 2026OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 2.28% | $3M | 145.9K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 2.26% | $8M | 467.3K | Q1 2026OLDER |
| Juno Financial Group LLC$255M AUM | 2.25% | $6M | 323.6K | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 2.02% | $6M | 323.1K | Q3 2025OLDER |
| Curran Financial Partners, LLC$559M AUM | 2.02% | $11M | 635.8K | Q1 2026OLDER |
| Blackhawk Capital Partners, LLC$273M AUM | 2.01% | $5M | 294.2K | Q4 2025OLDER |
| Note Advisors, LLC$200M AUM | 1.90% | $4M | 214.2K | Q1 2026OLDER |
| APS Management Group, Inc.$117M AUM | 1.89% | $2M | 124.1K | Q1 2026OLDER |
| HCR Wealth Advisors$964M AUM | 1.84% | $18M | 999.2K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 1.83% | $27M | 1.51M | Q1 2026OLDER |
| Newman Dignan & Sheerar, Inc.$475M AUM | 1.72% | $8M | 459.8K | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 1.63% | $5M | 305.1K | Q1 2026OLDER |
| Marion Wealth Management$451M AUM | 1.49% | $7M | 377.8K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 1.48% | $3M | 180.1K | Q1 2026OLDER |
| Parkside Investments, LLC$823M AUM | 1.46% | $12M | 674.9K | Q1 2026OLDER |
| Darden Wealth Group Inc$196M AUM | 1.37% | $3M | 151.0K | Q1 2026OLDER |
| ROI Financial Advisors, LLC$167M AUM | 1.29% | $2M | 121.9K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 1.26% | $3M | 196.6K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 1.19% | $5M | 265.7K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 1.12% | $6M | 309.9K | Q1 2026OLDER |
| Uniting Wealth Partners, LLC$470M AUM | 1.09% | $5M | 289.6K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 1.08% | $2M | 138.2K | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 1.07% | $2M | 111.5K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 1.04% | $38M | 2.15M | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 1.01% | $33M | 1.87M | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.92% | $1M | 71.8K | Q1 2026OLDER |
| Ironwood Investment Counsel, LLC$694M AUM | 0.89% | $6M | 346.2K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.86% | $2M | 127.1K | Q1 2026OLDER |
| LARCH CAPITAL PARTNERS LLC$690M AUM | 0.81% | $6M | 314.9K | Q1 2026OLDER |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 0.80% | $988,937 | 55.7K | Q1 2026OLDER |
| Paller Financial Services Inc$134M AUM | 0.75% | $1M | 56.0K | Q2 2026 |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.74% | $1M | 55.0K | Q4 2025OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.73% | $12M | 656.4K | Q4 2025OLDER |
| Etesian Wealth Advisors, Inc.$313M AUM | 0.72% | $2M | 127.0K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.70% | $4M | 207.6K | Q4 2025OLDER |
| Prostatis Group LLC$391M AUM | 0.66% | $3M | 144.8K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.66% | $2M | 115.1K | Q4 2025OLDER |
| Boyce & Associates Wealth Consulting, Inc.$132M AUM | 0.64% | $847,771 | 47.8K | Q1 2026OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.61% | $2M | 89.5K | Q2 2026 |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.61% | $6M | 341.2K | Q2 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 0.59% | $6M | 340.9K | Q1 2026OLDER |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 0.57% | $1M | 67.4K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.57% | $889,825 | 50.1K | Q1 2026OLDER |
| Oder Investment Management, LLC$130M AUM | 0.55% | $721,684 | 40.7K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.53% | $2M | 103.2K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.51% | $8M | 440.4K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.48% | $11M | 595.8K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.48% | $750,754 | 42.3K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.46% | $2M | 87.6K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.45% | $9M | 529.3K | Q1 2026OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.44% | $23M | 1.31M | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.44% | $14M | 784.3K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.44% | $2M | 115.8K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.44% | $15M | 868.4K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.43% | $27M | 1.52M | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 0.42% | $600,809 | 33.8K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.42% | $3M | 191.0K | Q1 2026OLDER |
| Center for Wealth Management Advisory$139M AUM | 0.41% | $563,669 | 31.8K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.41% | $2M | 99.2K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.40% | $4M | 204.9K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.40% | $3M | 175.2K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.39% | $4M | 206.4K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.39% | $13M | 716.5K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.39% | $16M | 924.9K | Q1 2026OLDER |
| Lion Street Advisors, LLC$289M AUM | 0.38% | $1M | 54.2K | Q3 2025OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.38% | $22M | 1.24M | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 0.38% | $426,643 | 24.0K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.38% | $2M | 125.6K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 0.37% | $616,919 | 34.8K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 0.37% | $708,576 | 39.5K | Q2 2026 |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.35% | $8M | 412.9K | Q4 2025OLDER |
| Meridian Financial Partners LLC$263M AUM | 0.34% | $884,511 | 49.6K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.33% | $3M | 171.9K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.33% | $2M | 107.9K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.33% | $3M | 149.7K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.33% | $503,215 | 28.4K | Q1 2026OLDER |
| First Financial Group Corp$122M AUM | 0.33% | $399,109 | 22.5K | Q1 2026OLDER |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.31% | $435,689 | 24.5K | Q1 2026OLDER |
| Vines Capital Management, LLC$101M AUM | 0.30% | $306,933 | 17.3K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.30% | $1M | 56.9K | Q4 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.30% | $8M | 451.3K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.29% | $605,435 | 34.1K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.29% | $694,870 | 39.1K | Q1 2026OLDER |
| Altus Wealth Group LLC$244M AUM | 0.28% | $689,186 | 38.8K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.28% | $2M | 85.3K | Q1 2026OLDER |
| Helium Advisors LLC$105M AUM | 0.27% | $285,639 | 16.1K | Q1 2026OLDER |
| Prospect Financial Services LLC$164M AUM | 0.26% | $431,497 | 24.3K | Q1 2026OLDER |
| Freedom Financial Partners LLC$281M AUM | 0.25% | $713,230 | 40.2K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.25% | $990,137 | 55.8K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.24% | $324,417 | 18.3K | Q1 2026OLDER |
| Tudor Financial Inc.$196M AUM | 0.24% | $469,225 | 26.4K | Q1 2026OLDER |
| Coastwise Capital Group, LLC$180M AUM | 0.23% | $420,662 | 23.7K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.23% | $1M | 57.3K | Q2 2026 |
| Norris Financial Group, LLC$108M AUM | 0.23% | $312,446 | 15.5K | Q1 2026OLDER |
| Risk Paradigm Group, LLC$117M AUM | 0.22% | $262,531 | 14.8K | Q1 2026OLDER |
| Wagner Wealth Management, Corp$111M AUM | 0.22% | $248,678 | 14.0K | Q1 2026OLDER |
| Bedminster, LLC$107M AUM | 0.22% | $238,500 | 13.1K | Q4 2025OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.22% | $581,097 | 32.7K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.22% | $581,097 | 32.7K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.22% | $4M | 251.7K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.22% | $2M | 86.1K | Q1 2026OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 0.21% | $982,442 | 53.9K | Q3 2025OLDER |
| Accel Wealth Management$383M AUM | 0.21% | $787,043 | 44.3K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.20% | $3M | 175.2K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.20% | $3M | 187.9K | Q4 2025OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.20% | $644,294 | 36.3K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.20% | $35M | 2.00M | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.20% | $3M | 151.6K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.20% | $2M | 100.9K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.19% | $372,750 | 21.0K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.19% | $9M | 472.2K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.19% | $837,505 | 47.2K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.19% | $3M | 154.8K | Q4 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.18% | $550,536 | 31.0K | Q1 2026OLDER |
| Essex LLC$566M AUM | 0.18% | $1M | 57.0K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.17% | $443,500 | 25.0K | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.17% | $487,588 | 27.3K | Q2 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.17% | $4M | 249.9K | Q2 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.17% | $2M | 130.1K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.17% | $296,306 | 16.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.16% | $43M | 2.43M | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.16% | $4M | 205.0K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 0.16% | $199,348 | 11.1K | Q2 2026 |
| ASL Financial, LLC$125M AUM | 0.16% | $195,250 | 11.0K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.15% | $2M | 138.3K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.15% | $2M | 106.5K | Q1 2026OLDER |
| HFG Advisors, Inc.$142M AUM | 0.15% | $207,178 | 11.7K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.14% | $12M | 659.7K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.14% | $2M | 114.7K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.13% | $7M | 369.9K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.13% | $1M | 83.2K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.13% | $10M | 578.6K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.13% | $303,074 | 17.1K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.13% | $2M | 99.4K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.13% | $5M | 260.2K | Q1 2026OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.13% | $187,739 | 10.3K | Q4 2025OLDER |
| Aspen Wealth Strategies, LLC$187M AUM | 0.12% | $226,793 | 12.8K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.12% | $347,774 | 19.6K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.12% | $570,571 | 31.3K | Q4 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.12% | $2M | 115.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.12% | $8M | 428.6K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.12% | $690,475 | 38.9K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.12% | $249,982 | 13.8K | Q1 2026OLDER |
| Quantum Private Wealth, LLC$324M AUM | 0.11% | $365,685 | 20.6K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.11% | $207,267 | 11.7K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 0.11% | $285,669 | 16.1K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.11% | $1M | 62.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.11% | $10M | 559.9K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.11% | $8M | 436.9K | Q2 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.11% | $14M | 804.9K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.10% | $4M | 221.1K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.10% | $5M | 268.3K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.10% | $2M | 107.9K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.10% | $1M | 64.9K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.10% | $657,320 | 37.0K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.10% | $714,807 | 39.2K | Q4 2025OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.10% | $450,309 | 24.7K | Q3 2025OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.10% | $870,799 | 48.7K | Q2 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.09% | $8M | 435.5K | Q1 2026OLDER |
| MANCHESTER FINANCIAL INC$521M AUM | 0.09% | $489,900 | 27.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.09% | $18M | 1.02M | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.09% | $252,281 | 14.2K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.09% | $491,614 | 27.7K | Q1 2026OLDER |
| Shulman DeMeo Asset Management LLC$535M AUM | 0.09% | $487,963 | 27.3K | Q2 2026 |
| Endowment Wealth Management, Inc.$226M AUM | 0.09% | $205,323 | 11.6K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.09% | $271,575 | 15.3K | Q1 2026OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 0.09% | $207,961 | 11.7K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 0.09% | $373,908 | 20.5K | Q3 2025OLDER |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 0.09% | $863,662 | 48.7K | Q1 2026OLDER |
| Park Edge Advisors, LLC$434M AUM | 0.09% | $388,420 | 21.9K | Q1 2026OLDER |
| 1776 Wealth LLC$254M AUM | 0.09% | $225,319 | 12.7K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.09% | $4M | 213.2K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.09% | $7M | 391.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.09% | $8M | 454.3K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.09% | $1M | 78.3K | Q2 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 0.09% | $237,802 | 13.4K | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.09% | $290,746 | 16.4K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.09% | $187,635 | 10.3K | Q3 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.09% | $8M | 428.1K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.08% | $7M | 420.3K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.08% | $575,052 | 28.5K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.08% | $317M | 17.84M | Q1 2026OLDER |
| Tanager Wealth Management LLP$1.0B AUM | 0.08% | $866,271 | 48.8K | Q1 2026OLDER |
| MJP ASSOCIATES INC /ADV$824M AUM | 0.08% | $686,961 | 38.7K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.08% | $97,076 | 5.3K | Q4 2025OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.08% | $191,815 | 10.5K | Q4 2025OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.08% | $285,342 | 15.7K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.08% | $637,088 | 35.9K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.08% | $1M | 58.8K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.08% | $203,284 | 11.5K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.08% | $3M | 183.9K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.08% | $340,232 | 19.2K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.08% | $257,835 | 14.5K | Q1 2026OLDER |
| MBE Wealth Management, LLC$241M AUM | 0.07% | $178,803 | 10.1K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.07% | $1M | 56.0K | Q2 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.07% | $11M | 625.4K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.07% | $2M | 95.5K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 0.07% | $189,086 | 10.7K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.07% | $239,063 | 13.4K | Q2 2026 |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.07% | $551,635 | 31.1K | Q1 2026OLDER |
| Atlas Private Wealth Advisors$425M AUM | 0.07% | $289,633 | 16.3K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.07% | $6M | 340.8K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.07% | $1M | 63.3K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.07% | $1M | 69.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.07% | $13M | 744.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.07% | $61M | 3.46M | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.06% | $829,282 | 45.5K | Q3 2025OLDER |
| Headland Capital, LLC$355M AUM | 0.06% | $232,660 | 12.8K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.06% | $36M | 2.04M | Q1 2026OLDER |
| Concentrum Wealth Management$339M AUM | 0.06% | $216,692 | 12.2K | Q1 2026OLDER |
| McElhenny Sheffield Capital Management, LLC$403M AUM | 0.06% | $262,090 | 14.4K | Q4 2025OLDER |
| LVZ, Inc.$984M AUM | 0.06% | $626,497 | 35.0K | Q2 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.06% | $5M | 258.2K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.06% | $16M | 874.7K | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.06% | $3M | 150.8K | Q3 2025OLDER |
| Hudson Capital Management LLC$387M AUM | 0.06% | $236,856 | 13.3K | Q1 2026OLDER |
| Integris Wealth Management, LLC$435M AUM | 0.06% | $266,250 | 15.0K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.06% | $948,915 | 53.5K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.06% | $2M | 125.1K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.06% | $259,523 | 14.6K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.06% | $383,223 | 21.6K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.06% | $347M | 19.55M | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.06% | $2M | 88.4K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.06% | $91,765 | 5.2K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.06% | $5M | 285.8K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.06% | $3M | 184.6K | Q1 2026OLDER |
| Advanced Asset Management Advisors Inc$362M AUM | 0.06% | $213,000 | 12.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.06% | $40M | 2.24M | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.06% | $970M | 53.25M | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.06% | $260,806 | 14.7K | Q1 2026OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.06% | $274,601 | 15.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.06% | $302M | 17.02M | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.06% | $53M | 2.96M | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.06% | $181M | 10.20M | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.06% | $1M | 60.7K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.05% | $134,527 | 7.6K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.05% | $35M | 1.96M | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.05% | $322,365 | 18.2K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.05% | $340,931 | 19.2K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.05% | $4M | 199.1K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 0.05% | $450,198 | 24.7K | Q4 2025OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.05% | $350,669 | 19.8K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.05% | $252,547 | 14.2K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.05% | $1M | 63.0K | Q2 2026 |
| Advisor OS, LLC$1.4B AUM | 0.05% | $690,511 | 38.9K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.05% | $303,525 | 17.1K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 0.05% | $541,651 | 30.5K | Q1 2026OLDER |
| Mendota Financial Group, LLC$161M AUM | 0.05% | $66,521 | 3.7K | Q4 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.05% | $2M | 94.5K | Q2 2026 |
| BARINGS LLC$6.2B AUM | 0.05% | $3M | 165.1K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.05% | $1M | 59.3K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.05% | $87,259 | 4.9K | Q1 2026OLDER |
| DeDora Capital, Inc.$408M AUM | 0.05% | $187,937 | 10.6K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.04% | $439,444 | 24.8K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.04% | $806,195 | 45.4K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.04% | $4M | 213.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 117.2K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.04% | $5M | 303.3K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.04% | $663,720 | 37.7K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.04% | $2M | 98.9K | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 0.04% | $203,677 | 11.5K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.04% | $1M | 68.8K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.04% | $135,434 | 7.6K | Q2 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.04% | $646,911 | 36.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.04% | $42M | 2.35M | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.04% | $684,566 | 38.6K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.04% | $2M | 92.4K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.04% | $397,377 | 22.4K | Q1 2026OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.04% | $215,470 | 12.1K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.04% | $133,397 | 7.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.04% | $27M | 1.50M | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.03% | $9M | 476.8K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $24M | 1.37M | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.03% | $43,843 | 2.5K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.03% | $85,728 | 4.7K | Q3 2025OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.03% | $1M | 64.9K | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 0.03% | $185,647 | 10.5K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.03% | $3M | 170.0K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.03% | $504,100 | 28.4K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.03% | $731,982 | 41.2K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.03% | $457,231 | 25.1K | Q4 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.03% | $838,539 | 47.2K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.03% | $379,024 | 21.4K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.03% | $243,175 | 13.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $10M | 554.1K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.03% | $2M | 84.7K | Q2 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.03% | $270,391 | 15.2K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.03% | $346,325 | 19.5K | Q1 2026OLDER |
| Security National Bank$687M AUM | 0.03% | $177,411 | 10.0K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.03% | $371,584 | 20.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $5M | 305.1K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.03% | $90,738 | 5.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $166M | 9.35M | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.02% | $543,787 | 30.6K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.02% | $286,946 | 16.0K | Q2 2026 |
| Meridian Wealth Advisors, LLC$756M AUM | 0.02% | $186,574 | 10.5K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.02% | $48,972 | 2.8K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $540,114 | 30.4K | Q1 2026OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.02% | $26,199 | 1.4K | Q4 2025OLDER |
| National Philanthropic Trust$3.8B AUM | 0.02% | $877,209 | 52.0K | Q2 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 0.02% | $220,863 | 12.4K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.02% | $235,077 | 12.9K | Q3 2025OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.02% | $334,676 | 18.9K | Q1 2026OLDER |
| S&T BANK/PA$268M AUM | 0.02% | $60,155 | 3.4K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $4M | 206.5K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.02% | $413,779 | 23.3K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $16M | 898.6K | Q3 2025OLDER |
| Cypress Capital Group$889M AUM | 0.02% | $192,221 | 10.6K | Q4 2025OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.02% | $314,175 | 17.7K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.02% | $202,244 | 11.4K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 121.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $89M | 5.03M | Q1 2026OLDER |
| Oak Harvest Investment Services$958M AUM | 0.02% | $196,741 | 11.1K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $828,251 | 46.7K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $289,159 | 15.9K | Q3 2025OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.02% | $196,404 | 11.1K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.02% | $789,254 | 44.5K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 68.2K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.02% | $250,446 | 14.1K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $193,298 | 10.9K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.02% | $200,602 | 11.0K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $15M | 835.3K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.02% | $2M | 82.4K | Q3 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 58.6K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $330,682 | 18.6K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.02% | $468,626 | 26.4K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.02% | $285,385 | 16.1K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.02% | $65,924 | 3.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.02% | $8M | 477.9K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $3M | 161.6K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.02% | $44,375 | 2.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $693,865 | 39.1K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $430,898 | 24.3K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $10M | 556.8K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.01% | $213,974 | 12.1K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.01% | $21,444 | 1.2K | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $23M | 1.32M | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $390,039 | 22.0K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.01% | $47,677 | 2.7K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.01% | $47,677 | 2.7K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $357,998 | 20.2K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.01% | $1M | 66.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $980,001 | 55.2K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.01% | $177,731 | 10.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $2M | 131.0K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.01% | $3M | 172.8K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.01% | $436,162 | 24.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $45M | 2.53M | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $200,495 | 10.9K | Q3 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $321,088 | 18.1K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $1M | 64.2K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $273,198 | 15.4K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.01% | $408,889 | 23.0K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.01% | $55,788 | 3.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $154M | 8.65M | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.01% | $275,232 | 15.5K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.01% | $230,519 | 12.7K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.01% | $361,870 | 20.4K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.01% | $194,613 | 10.8K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.01% | $22,612 | 84 | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $5M | 297.6K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.01% | $9M | 497.8K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.01% | $29,951 | 1.7K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $49,949 | 2.8K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.01% | $54,042 | 54.0K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.01% | $30,743 | 1.7K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $735,788 | 41.5K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $17,040 | 960 | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $625,883 | 35.3K | Q1 2026OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.01% | $221,027 | 3.92M | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $20M | 1.13M | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.01% | $48,301 | 2.7K | Q4 2025OLDER |
| Investors Research Corp$523M AUM | 0.01% | $43,150 | 2.4K | Q1 2026OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 0.01% | $25,400 | 1.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $852,135 | 47.8K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $496,927 | 28.0K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.01% | $14,626 | 824 | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $182,440 | 10.0K | Q3 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $284,267 | 16.0K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $960,201 | 54.1K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $224,239 | 12.6K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $227,755 | 12.7K | Q2 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $107,297 | 6.0K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.01% | $10,153 | 572 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 99.5K | Q2 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $4M | 198.0K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $751,003 | 42.3K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $390,365 | 22.0K | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.01% | $5,804 | 327 | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $434,964 | 24.5K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $11M | 650.6K | Q1 2026OLDER |
| Compass Financial Services Inc$231M AUM | 0.01% | $12,692 | 697 | Q4 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $224,473 | 12.3K | Q4 2025OLDER |
| NFSG Corp$608M AUM | 0.01% | $33,027 | 1.9K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $291,070 | 16.0K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $197,796 | 10.9K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $276,829 | 15.6K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $913,486 | 51.5K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $27,175 | 1.5K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.00% | $8,974 | 492 | Q4 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.00% | $186,409 | 10.5K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $367,524 | 20.7K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $380,185 | 21.4K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $15,088 | 850 | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $233,548 | 13.1K | Q2 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $65,764 | 3.7K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $15,567 | 877 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $6M | 331.1K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $25,880 | 1.5K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $11M | 632.5K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $229,617 | 13.0K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $88,750 | 5.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $32M | 1.79M | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.00% | $7,179 | 394 | Q4 2025OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $9,288 | 519 | Q2 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $487,811 | 26.7K | Q3 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $460,875 | 25.3K | Q4 2025OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.00% | $180,837 | 10.2K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $10,440 | 573 | Q4 2025OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $12,355 | 696 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 64.2K | Q1 2026OLDER |
| Premier Financial Group$587M AUM | 0.00% | $10,728 | 588 | Q3 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $242,388 | 13.7K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $247,876 | 13.9K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $14,200 | 800 | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $8,486 | 478 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $473,944 | 26.7K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $17,900 | 1.0K | Q2 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $29,305 | 1.7K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $381,110 | 21.5K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $9M | 517.9K | Q3 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $6,745 | 380 | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $345,202 | 19.4K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 157.6K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $187,742 | 10.6K | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.00% | $7,349 | 414 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $1M | 61.0K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $2,929 | 165 | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.00% | $1,864 | 105 | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.00% | $5,094 | 287 | Q2 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $35,383 | 1.9K | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $48,365 | 2.7K | Q2 2026 |
| FIRST UNITED BANK & TRUST$308M AUM | 0.00% | $3,905 | 220 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $61,372 | 3.4K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $15,231 | 835 | Q3 2025OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $17,200 | 969 | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $12,957 | 730 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $16,416 | 900 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $15M | 852.1K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $4,398 | 241 | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $26,625 | 1.5K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $60,261 | 3.4K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $189,655 | 10.7K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $19,152 | 1.1K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $870 | 49 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $24,886 | 1.4K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $5,268 | 299 | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $8,644 | 487 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $407,984 | 23.0K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $11,698 | 659 | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $203,003 | 11.1K | Q4 2025OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.00% | $22,188 | 1.3K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $2,769 | 156 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $74,461 | 4.2K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $4,737 | 260 | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $10,750 | 590 | Q4 2025OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.00% | $5,922 | 325 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $29,596 | 1.7K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $3,933 | 216 | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $976 | 55 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $240,522 | 13.2K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $182,792 | 44.5K | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $3,644 | 200 | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $1,651 | 93 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $999,183 | 56.3K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $339,877 | 19.1K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $239,804 | 13.5K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $275,516 | 15.5K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $290,681 | 16.4K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $101,508 | 5.7K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $747,895 | 41.0K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $40,381 | 2.3K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $3,053 | 172 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $1,935 | 109 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.