FIRST TR EXCHANGE-TRADED FD
CUSIP 33739Q200
First Tr Exchange-Traded Fd has 441 institutional holders in Filings Flow’s 13F database, together reporting 94.96M shares worth $4.7B as of Q1 2026. The largest reported holders are Morgan Stanley, Lpl Financial LLC, and Wells Fargo & Company/Mn.
Institutional Holders
441
Q1 2026
Reported Value
$4.7B
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 |
|---|---|---|---|---|
| Carter Financial, LLC$115M AUM | 10.35% | $12M | 238.8K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 8.16% | $45M | 895.7K | Q1 2026OLDER |
| SEARCY FINANCIAL SERVICES INC /ADV$270M AUM | 8.07% | $22M | 437.1K | Q1 2026OLDER |
| TL Private Wealth$273M AUM | 6.39% | $17M | 351.1K | Q2 2026 |
| Fairway Financial, LLC$132M AUM | 5.38% | $7M | 142.1K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 5.13% | $11M | 224.9K | Q1 2026OLDER |
| Weitzel Financial Services, Inc.$265M AUM | 4.91% | $13M | 263.9K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 4.83% | $10M | 193.7K | Q1 2026OLDER |
| RiverTree Advisors, LLC$158M AUM | 4.41% | $7M | 139.9K | Q1 2026OLDER |
| Norris Financial Group, LLC$108M AUM | 4.36% | $5M | 91.3K | Q2 2026 |
| Prism Advisors, Inc.$375M AUM | 4.14% | $16M | 311.5K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 3.75% | $16M | 315.4K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 3.71% | $4M | 81.3K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 3.65% | $45M | 909.1K | Q1 2026OLDER |
| First International Bank & Trust$288M AUM | 3.56% | $10M | 206.0K | Q3 2025OLDER |
| Mainsail Financial Group, LLC$240M AUM | 3.20% | $8M | 154.2K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 3.14% | $56M | 1.13M | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 3.03% | $13M | 251.0K | Q1 2026OLDER |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 3.01% | $3M | 68.3K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 2.89% | $9M | 186.1K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 2.85% | $22M | 434.8K | Q1 2026OLDER |
| Carrera Capital Advisors$649M AUM | 2.72% | $18M | 354.0K | Q1 2026OLDER |
| MRA Advisory Group$276M AUM | 2.67% | $7M | 148.2K | Q2 2026 |
| Lunt Capital Management, Inc.$260M AUM | 2.67% | $7M | 139.5K | Q1 2026OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 2.63% | $14M | 279.4K | Q4 2025OLDER |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 2.43% | $13M | 258.8K | Q2 2026 |
| Braun-Bostich & Associates Inc.$160M AUM | 2.40% | $4M | 76.9K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 2.39% | $21M | 420.5K | Q2 2026 |
| APS Management Group, Inc.$117M AUM | 2.38% | $3M | 55.9K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 2.37% | $11M | 213.5K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 2.32% | $15M | 294.0K | Q1 2026OLDER |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM | 2.30% | $3M | 68.6K | Q1 2026OLDER |
| Entruity Wealth, LLC$147M AUM | 2.29% | $3M | 67.9K | Q1 2026OLDER |
| American Financial Advisors, LLC$750M AUM | 2.28% | $17M | 343.8K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 2.19% | $14M | 278.1K | Q1 2026OLDER |
| EWG Elevate Inc.$320M AUM | 2.14% | $7M | 137.6K | Q3 2025OLDER |
| Friedenthal Financial$199M AUM | 2.10% | $4M | 84.2K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 2.07% | $15M | 309.5K | Q3 2025OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 2.06% | $7M | 131.1K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 2.03% | $4M | 74.5K | Q1 2026OLDER |
| Hidden Cove Wealth Management, LLC$156M AUM | 2.03% | $3M | 63.4K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 1.95% | $26M | 528.4K | Q1 2026OLDER |
| EdgeRock Capital LLC$370M AUM | 1.94% | $7M | 144.2K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 1.90% | $42M | 833.5K | Q1 2026OLDER |
| Dominguez Wealth Management Solutions, Inc.$181M AUM | 1.88% | $3M | 68.5K | Q2 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 1.76% | $2M | 40.1K | Q2 2026 |
| Aaron Wealth Advisors LLC$1.8B AUM | 1.73% | $30M | 610.2K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 1.63% | $2M | 31.2K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 1.63% | $5M | 95.0K | Q1 2026OLDER |
| Wagner Wealth Management, Corp$111M AUM | 1.55% | $2M | 34.6K | Q1 2026OLDER |
| KOM Wealth Management Group, LLC$147M AUM | 1.55% | $2M | 45.5K | Q1 2026OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 1.50% | $2M | 35.2K | Q2 2026 |
| Triumph Capital Management$491M AUM | 1.42% | $7M | 140.2K | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 1.42% | $3M | 52.1K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 1.41% | $16M | 314.9K | Q1 2026OLDER |
| Traction Financial Partners, LLC$162M AUM | 1.35% | $2M | 43.9K | Q1 2026OLDER |
| COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM | 1.30% | $2M | 37.1K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 1.29% | $12M | 234.9K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 1.28% | $3M | 58.2K | Q1 2026OLDER |
| Heartland Bank & Trust Co$442M AUM | 1.28% | $6M | 113.6K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 1.28% | $13M | 260.6K | Q2 2026 |
| TrueWealth Financial Partners$251M AUM | 1.23% | $1M | 29.8K | Q4 2025OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 1.21% | $16M | 316.3K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 1.19% | $9M | 184.1K | Q1 2026OLDER |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 1.18% | $2M | 30.1K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 1.17% | $4M | 85.0K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 1.16% | $3M | 62.5K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 1.15% | $9M | 190.1K | Q1 2026OLDER |
| Abbot Financial Management, Inc.$239M AUM | 1.12% | $3M | 54.0K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 1.11% | $29M | 574.8K | Q2 2026 |
| TCP Asset Management, LLC$778M AUM | 1.10% | $9M | 172.5K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 1.08% | $11M | 219.4K | Q2 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 1.06% | $3M | 68.0K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 1.03% | $2M | 32.6K | Q1 2026OLDER |
| Ferguson Shapiro LLC$342M AUM | 1.01% | $3M | 69.3K | Q2 2026 |
| Helium Advisors LLC$105M AUM | 0.99% | $1M | 20.9K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 0.92% | $2M | 37.0K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 0.91% | $2M | 45.6K | Q1 2026OLDER |
| Arcadia Wealth Management, Inc.$185M AUM | 0.89% | $2M | 33.1K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.87% | $1M | 23.0K | Q1 2026OLDER |
| Chris Bulman Inc$228M AUM | 0.84% | $2M | 38.6K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.83% | $6M | 120.3K | Q1 2026OLDER |
| Midwest Financial Group LLC$234M AUM | 0.78% | $2M | 36.9K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.77% | $71M | 1.42M | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 0.75% | $967,165 | 19.3K | Q4 2025OLDER |
| Manhattan West Asset Management, LLC$511M AUM | 0.72% | $4M | 73.6K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.70% | $15M | 304.8K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.69% | $7M | 142.2K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.69% | $2M | 30.4K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.68% | $2M | 45.9K | Q1 2026OLDER |
| James J. Burns & Company, LLC$737M AUM | 0.63% | $5M | 93.8K | Q1 2026OLDER |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.63% | $888,212 | 17.8K | Q1 2026OLDER |
| Rubicon Advisors, GP$115M AUM | 0.63% | $720,516 | 14.5K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.62% | $2M | 43.4K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.60% | $608,529 | 12.2K | Q1 2026OLDER |
| Towerpoint Wealth, LLC$289M AUM | 0.58% | $2M | 21.1K | Q2 2026 |
| Smart Portfolios, LLC$100M AUM | 0.57% | $569,229 | 11.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.56% | $36M | 730.6K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.55% | $3M | 54.4K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 0.54% | $1M | 26.2K | Q4 2025OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.52% | $695,895 | 14.0K | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.49% | $15M | 291.8K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.49% | $2M | 37.1K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.48% | $6M | 122.6K | Q1 2026OLDER |
| Stenger Family Office, LLC$566M AUM | 0.47% | $3M | 53.1K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.46% | $3M | 51.5K | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 0.46% | $1M | 20.1K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.45% | $5M | 90.7K | Q4 2025OLDER |
| BostonPremier Wealth LLC$194M AUM | 0.44% | $854,017 | 17.1K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.43% | $27M | 536.7K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.43% | $1M | 22.9K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.43% | $1M | 22.9K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.41% | $1M | 28.5K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.41% | $2M | 36.3K | Q1 2026OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 0.40% | $493,780 | 9.9K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.40% | $1M | 23.1K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.39% | $612,414 | 12.3K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.38% | $903,504 | 18.1K | Q1 2026OLDER |
| OakTrust Wealth Advisors, LLC$110M AUM | 0.36% | $394,229 | 7.9K | Q1 2026OLDER |
| INTEGRITY WEALTH ADVISORS, INC.$168M AUM | 0.35% | $590,249 | 11.8K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.35% | $4M | 73.1K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.35% | $1M | 24.3K | Q4 2025OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.35% | $3M | 66.5K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.35% | $3M | 55.4K | Q1 2026OLDER |
| Valley Financial Group, Inc.$185M AUM | 0.34% | $638,390 | 12.8K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.34% | $2M | 39.3K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.34% | $1M | 23.1K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.33% | $2M | 45.8K | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 0.33% | $221,532 | 4.4K | Q4 2025OLDER |
| Maia Wealth LLC$591M AUM | 0.32% | $2M | 38.4K | Q1 2026OLDER |
| J.M. Arbour, LLC$104M AUM | 0.32% | $333,080 | 6.7K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 0.32% | $615,819 | 12.4K | Q2 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.31% | $10M | 203.7K | Q1 2026OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 0.31% | $352,061 | 7.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.30% | $15M | 295.2K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.30% | $870,920 | 17.5K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.30% | $8M | 153.0K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.29% | $1M | 26.4K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.29% | $3M | 53.5K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.29% | $3M | 53.2K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.29% | $10M | 206.8K | Q1 2026OLDER |
| Laraway Financial Advisors Inc$142M AUM | 0.28% | $391,289 | 7.9K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.27% | $12M | 234.2K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.27% | $766,546 | 15.4K | Q1 2026OLDER |
| O'Connor Financial Group LLC$244M AUM | 0.27% | $652,113 | 13.1K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.26% | $601,270 | 12.0K | Q4 2025OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.26% | $3M | 62.7K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.26% | $23M | 452.6K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.25% | $394,086 | 7.9K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.25% | $20M | 405.8K | Q1 2026OLDER |
| 626 Financial, LLC$224M AUM | 0.25% | $557,275 | 11.2K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 0.25% | $770,810 | 15.5K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.24% | $1M | 29.7K | Q2 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.23% | $21M | 417.0K | Q1 2026OLDER |
| Plotkin Financial Advisors, LLC$199M AUM | 0.23% | $458,252 | 9.2K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.22% | $1M | 20.9K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.22% | $2M | 29.2K | Q2 2026 |
| Crusonia Wealth Advisors LLC$485M AUM | 0.22% | $1M | 21.3K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.22% | $9M | 187.0K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.21% | $9M | 178.8K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.21% | $3M | 57.2K | Q1 2026OLDER |
| London & Capital Asset Management Ltd$9.2B AUM | 0.21% | $19M | 379.4K | Q1 2026OLDER |
| Concentrum Wealth Management$339M AUM | 0.20% | $727,055 | 14.5K | Q4 2025OLDER |
| Argent Advisors, Inc.$366M AUM | 0.20% | $743,066 | 14.9K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.20% | $5M | 104.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.20% | $19M | 374.7K | Q1 2026OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 0.19% | $821,914 | 16.5K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.19% | $286,771 | 5.8K | Q1 2026OLDER |
| Mission Financial Group, LLC$108M AUM | 0.19% | $204,711 | 4.1K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.19% | $3M | 50.3K | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.18% | $216,657 | 4.3K | Q4 2025OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.18% | $2M | 32.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.18% | $8M | 169.2K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.18% | $452,086 | 9.1K | Q3 2025OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.18% | $276,495 | 5.6K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.18% | $10M | 205.9K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.18% | $22M | 447.1K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.18% | $2M | 48.4K | Q1 2026OLDER |
| TradeWell Securities, LLC.$237M AUM | 0.18% | $416,063 | 8.4K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.17% | $7M | 132.0K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.17% | $2M | 49.6K | Q3 2025OLDER |
| WEALTH EFFECTS LLC$282M AUM | 0.17% | $467,915 | 9.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.16% | $614M | 12.34M | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.16% | $898,423 | 18.0K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.16% | $304,239 | 6.1K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.15% | $290,792 | 5.8K | Q1 2026OLDER |
| 1776 Wealth LLC$254M AUM | 0.15% | $382,292 | 7.7K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.15% | $12M | 238.6K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.15% | $2M | 38.8K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.15% | $2M | 45.5K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.14% | $7M | 140.6K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.14% | $275,011 | 5.5K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.14% | $4M | 72.6K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.14% | $29M | 584.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.14% | $127M | 2.55M | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.13% | $4M | 88.3K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.13% | $303,044 | 6.1K | Q1 2026OLDER |
| Hamilton Wealth, LLC$513M AUM | 0.13% | $682,469 | 13.7K | Q2 2026 |
| Faithward Advisors, LLC$701M AUM | 0.13% | $896,772 | 18.0K | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 0.13% | $424,033 | 8.5K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$216M AUM | 0.13% | $271,207 | 5.4K | Q3 2025OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.13% | $273,013 | 5.5K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.12% | $450,930 | 9.1K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.12% | $5M | 95.0K | Q2 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.12% | $2M | 42.2K | Q3 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.12% | $864,655 | 17.4K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.12% | $5M | 98.0K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.12% | $3M | 53.3K | Q2 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.12% | $748,495 | 15.0K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.12% | $211,842 | 4.3K | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.12% | $404,951 | 8.1K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.12% | $1M | 22.1K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.12% | $333,956 | 6.7K | Q1 2026OLDER |
| Southland Equity Partners LLC$513M AUM | 0.11% | $566,627 | 11.4K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.11% | $6M | 120.2K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.10% | $2M | 39.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.10% | $73M | 1.46M | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.10% | $8M | 162.7K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.10% | $1M | 25.5K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.10% | $222,941 | 4.5K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.10% | $706,978 | 14.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.10% | $93M | 1.87M | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.10% | $4M | 71.5K | Q1 2026OLDER |
| Genesee Capital Advisors, LLC$239M AUM | 0.10% | $235,259 | 4.7K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.10% | $20M | 397.7K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.10% | $3M | 65.5K | Q2 2026 |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.09% | $204,359 | 4.1K | Q4 2025OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.09% | $236,047 | 4.7K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.09% | $367,484 | 7.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.09% | $3M | 64.4K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.09% | $563,650 | 11.3K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.09% | $266,327 | 5.3K | Q3 2025OLDER |
| Holistic Financial Partners$269M AUM | 0.09% | $216,719 | 4.4K | Q3 2025OLDER |
| MONEYWISE, INC.$229M AUM | 0.09% | $211,742 | 4.2K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.09% | $9M | 184.9K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.09% | $458,702 | 9.2K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.09% | $7M | 142.1K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.09% | $507,299 | 10.2K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 0.08% | $715,272 | 14.4K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.08% | $468,762 | 9.4K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.08% | $871,247 | 17.5K | Q1 2026OLDER |
| Lion Street Advisors, LLC$289M AUM | 0.08% | $221,894 | 4.4K | Q3 2025OLDER |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.08% | $345,822 | 6.9K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.08% | $6M | 119.0K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.07% | $285,148 | 5.7K | Q2 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 0.07% | $695,896 | 14.0K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.07% | $1M | 27.0K | Q2 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.07% | $19M | 389.8K | Q2 2026 |
| Platform Technology Partners$519M AUM | 0.07% | $359,908 | 7.2K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 0.07% | $205,566 | 4.1K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.07% | $2M | 36.6K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.07% | $33M | 657.3K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.07% | $1M | 22.1K | Q4 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.07% | $1M | 30.0K | Q4 2025OLDER |
| Archer Investment Corp$469M AUM | 0.06% | $296,953 | 6.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.06% | $24M | 483.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.06% | $205M | 4.11M | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.06% | $246,587 | 5.0K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.06% | $1M | 24.1K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.06% | $2M | 40.2K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.06% | $3M | 65.0K | Q2 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.06% | $2M | 33.7K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.06% | $2M | 45.6K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.06% | $204,221 | 4.1K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.06% | $294,980 | 5.9K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.06% | $3M | 51.1K | Q4 2025OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.06% | $909,033 | 18.3K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.06% | $5M | 102.1K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.06% | $998,333 | 20.0K | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.06% | $330,340 | 6.6K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.05% | $288M | 5.78M | Q2 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.05% | $76M | 1.52M | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.05% | $9M | 177.7K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.05% | $2M | 45.8K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.05% | $234,481 | 4.7K | Q2 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.05% | $109,619 | 2.2K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.05% | $1M | 23.7K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.05% | $2M | 30.1K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.05% | $113,150 | 2.3K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.05% | $35M | 692.5K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.05% | $816,251 | 16.4K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.05% | $461,134 | 9.3K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 0.05% | $398,320 | 8.0K | Q3 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.05% | $168,704 | 3.4K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.05% | $13M | 260.5K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.05% | $703,614 | 14.1K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.05% | $396,660 | 8.0K | Q1 2026OLDER |
| Essex LLC$566M AUM | 0.04% | $253,085 | 5.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.04% | $591,956 | 11.9K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.04% | $264,553 | 5.3K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.04% | $413,323 | 8.3K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.04% | $54,891 | 1.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.04% | $707M | 14.15M | Q1 2026OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.04% | $279,733 | 5.6K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.04% | $929,721 | 18.7K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.04% | $517,527 | 10.4K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.04% | $123,280 | 2.5K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.04% | $26M | 514.9K | Q1 2026OLDER |
| Sargent Investment Group, LLC$759M AUM | 0.04% | $300,852 | 6.0K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.04% | $210,775 | 4.2K | Q4 2025OLDER |
| Tempo Wealth, LLC$573M AUM | 0.04% | $213,858 | 4.3K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.04% | $2M | 42.1K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.04% | $7M | 137.7K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.04% | $359,529 | 7.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.04% | $6M | 116.7K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.04% | $94,601 | 1.9K | Q3 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.04% | $1M | 20.4K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.04% | $9M | 188.0K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.04% | $61M | 1.22M | Q1 2026OLDER |
| Moment Partners, LLC$561M AUM | 0.04% | $206,562 | 4.1K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.04% | $297,214 | 5.9K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.04% | $236M | 4.74M | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.03% | $4M | 80.9K | Q1 2026OLDER |
| SSI INVESTMENT MANAGEMENT LLC$1.4B AUM | 0.03% | $498,948 | 10.0K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.03% | $108,237 | 2.2K | Q1 2026OLDER |
| TRB Wealth Management, LLC$704M AUM | 0.03% | $235,172 | 4.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $35M | 706.9K | Q1 2026OLDER |
| Narwhal Capital Management$1.4B AUM | 0.03% | $435,987 | 8.8K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.03% | $22M | 435.7K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.03% | $578,191 | 11.6K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.03% | $3M | 60.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $11M | 217.2K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 0.03% | $264,242 | 5.3K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.03% | $3M | 53.0K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.03% | $1M | 26.1K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.03% | $253,192 | 5.1K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 0.03% | $321,361 | 6.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.03% | $162M | 3.24M | Q1 2026OLDER |
| Talon Private Wealth, LLC$753M AUM | 0.03% | $213,187 | 4.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.03% | $16M | 318.4K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.03% | $382,638 | 7.7K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.03% | $520,704 | 10.5K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 23.5K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.03% | $785,504 | 15.8K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.03% | $225,340 | 4.5K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.03% | $606,699 | 12.2K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $851,488 | 17.1K | Q2 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.02% | $360,774 | 7.2K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.02% | $2M | 38.8K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 28.4K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $2M | 32.1K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.02% | $435,994 | 8.8K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.02% | $752,131 | 15.1K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $251,539 | 5.1K | Q3 2025OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.02% | $58,632 | 1.2K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.02% | $266,284 | 5.3K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $750,985 | 15.1K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $286,219 | 5.7K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.02% | $2M | 33.7K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.02% | $528,532 | 10.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.02% | $13M | 255.8K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 0.02% | $236,448 | 4.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $1M | 27.6K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.02% | $594,682 | 11.9K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $20,581 | 413 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.02% | $10M | 196.1K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $13M | 258.7K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.02% | $244,019 | 4.9K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.02% | $299,630 | 6.0K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $302,541 | 6.1K | Q3 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.02% | $468,662 | 9.4K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.02% | $574,481 | 11.5K | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.02% | $406,698 | 8.2K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $333,105 | 6.7K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $964,787 | 19.4K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.02% | $264,347 | 5.3K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.02% | $54,293 | 1.1K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.02% | $32M | 643.5K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.01% | $26,898 | 540 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $817,174 | 16.3K | Q4 2025OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.01% | $224,890 | 4.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $3M | 53.3K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.01% | $2M | 49.6K | Q1 2026OLDER |
| My Portfolio Guide, LLC$181M AUM | 0.01% | $23,976 | 481 | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $815,395 | 16.4K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 47.7K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.01% | $204 | 4.1K | Q4 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $362,617 | 7.3K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.01% | $221,555 | 4.4K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $206,504 | 4.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $44M | 882.3K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $237,559 | 4.8K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $212,173 | 4.3K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $209,466 | 4.2K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.01% | $16,039 | 322 | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $321,972 | 6.5K | Q1 2026OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.01% | $50,963 | 1.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $283,389 | 5.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $676,220 | 13.6K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $311,393 | 6.3K | Q2 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $920,290 | 18.5K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $2M | 32.3K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.01% | $26,151 | 525 | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $983,794 | 19.8K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $233,410 | 4.7K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $7M | 131.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $100M | 2.00M | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $116,954 | 2.3K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.01% | $143,054 | 2.9K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.01% | $9,663 | 194 | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $81,888 | 1.6K | Q2 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $5M | 97.5K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.01% | $263,246 | 5.3K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.01% | $19,924 | 400 | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $254,438 | 5.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $149,443 | 3.0K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.00% | $7,698 | 154 | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 50.1K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $746,993 | 15.0K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $228,876 | 4.6K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $9M | 189.1K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $22,496 | 450 | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 45.7K | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $415,317 | 8.3K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $68,837 | 1.4K | Q4 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $6,326 | 127 | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $494,304 | 9.9K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $549,554 | 11.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 27.5K | Q1 2026OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.00% | $212,959 | 4.3K | Q2 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $142,888 | 2.9K | Q2 2026 |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.00% | $6,005 | 121 | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.00% | $25,792 | 518 | Q3 2025OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $3,387 | 68 | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $27,396 | 550 | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $15,186 | 305 | Q3 2025OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $214,083 | 4.3K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $4,981 | 100 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $4,307 | 86 | Q4 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $10,307 | 207 | Q3 2025OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $12,702 | 255 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $337,576 | 6.8K | Q3 2025OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $2,042 | 41 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $7M | 138.8K | Q4 2025OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $3,063 | 62 | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $27,285 | 548 | Q3 2025OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $22,415 | 450 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $16,686 | 335 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $493,767 | 9.9K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $7M | 138.7K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.00% | $946 | 19 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $35,009 | 702 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $11,108 | 223 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $3M | 65.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 87.0K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $7,123 | 143 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $675,898 | 13.6K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $159,392 | 3.2K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $1,892 | 38 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $96,466 | 1.9K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.00% | $3,735 | 75 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $5M | 93.1K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $3,088 | 62 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $3,037 | 61 | Q3 2025OLDER |
| Trust Co$1.1B AUM | 0.00% | $2,309 | 46 | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $27,396 | 550 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $1M | 22.2K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $14,163 | 284 | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $697 | 14 | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $1,796 | 36 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $129,256 | 2.6K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $747 | 15 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $196,765 | 4.0K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $7,961 | 160 | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $12,154 | 244 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $242,601 | 4.8K | Q4 2025OLDER |
| Realta Investment Advisors$288M AUM | 0.00% | $74 | 1 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $65,301 | 1.3K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $398 | 8 | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $1,821 | 37 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $400 | 8 | Q4 2025OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $21 | 0 | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $50 | 1 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2,142 | 43 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $10,560 | 212 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $100 | 2 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.