FIRST TR EXCHANGE-TRADED FD
CUSIP 33739Q408
First Tr Exchange-Traded Fd has 422 institutional holders in Filings Flow’s 13F database, together reporting 82.52M shares worth $4.8B as of Q1 2026. The largest reported holders are Morgan Stanley, Lpl Financial LLC, and Wells Fargo & Company/Mn.
Institutional Holders
422
Q1 2026
Reported Value
$4.8B
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 |
|---|---|---|---|---|
| BDFS Capital LLC$208M AUM | 32.17% | $67M | 1.11M | Q1 2026OLDER |
| Hansen & Associates Financial Group, Inc.$186M AUM | 25.56% | $47M | 794.1K | Q1 2026OLDER |
| Guided Capital Wealth Management, LLC$152M AUM | 21.76% | $33M | 551.6K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 10.75% | $37M | 616.1K | Q4 2025OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 9.08% | $16M | 269.2K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 8.39% | $25M | 419.5K | Q1 2026OLDER |
| Mainsail Financial Group, LLC$240M AUM | 7.80% | $19M | 313.2K | Q1 2026OLDER |
| Sterling Manor Financial, LLC$160M AUM | 7.14% | $11M | 191.0K | Q1 2026OLDER |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 5.66% | $13M | 216.4K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 5.19% | $113M | 1.90M | Q1 2026OLDER |
| RiverTree Advisors, LLC$158M AUM | 5.09% | $8M | 134.5K | Q1 2026OLDER |
| Cassia Capital Partners, LLC$194M AUM | 4.81% | $9M | 156.3K | Q1 2026OLDER |
| Fairway Financial, LLC$132M AUM | 4.72% | $6M | 103.8K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 4.60% | $23M | 386.0K | Q1 2026OLDER |
| Capasso Planning Partners LLC$185M AUM | 4.49% | $8M | 139.2K | Q1 2026OLDER |
| TCP Asset Management, LLC$778M AUM | 4.41% | $34M | 573.3K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 4.39% | $10M | 161.2K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 3.78% | $3M | 45.0K | Q1 2026OLDER |
| IronBridge Private Wealth, LLC$310M AUM | 3.63% | $11M | 188.4K | Q1 2026OLDER |
| Bramshill Investments, LLC$1.2B AUM | 3.38% | $39M | 655.8K | Q1 2026OLDER |
| Kinloch Capital, LLC$245M AUM | 3.23% | $8M | 132.3K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 3.06% | $18M | 304.9K | Q1 2026OLDER |
| Centerpoint Advisory Group$133M AUM | 3.02% | $4M | 67.2K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 2.94% | $13M | 221.1K | Q1 2026OLDER |
| Stone Wealth Partners$111M AUM | 2.93% | $3M | 54.4K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 2.87% | $4M | 68.0K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 2.75% | $19M | 321.0K | Q4 2025OLDER |
| 1776 Wealth LLC$254M AUM | 2.59% | $7M | 110.0K | Q1 2026OLDER |
| GDS Wealth Management$1.7B AUM | 2.55% | $42M | 709.8K | Q1 2026OLDER |
| Ellsworth Advisors, LLC$532M AUM | 2.53% | $13M | 224.9K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 2.49% | $12M | 202.4K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 2.31% | $23M | 391.7K | Q4 2025OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 2.23% | $18M | 293.6K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 2.21% | $19M | 310.1K | Q2 2026 |
| MANCHESTER FINANCIAL INC$521M AUM | 2.20% | $11M | 191.9K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 2.06% | $4M | 68.9K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 2.06% | $8M | 130.4K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 2.05% | $8M | 135.9K | Q1 2026OLDER |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM | 1.89% | $2M | 40.4K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 1.86% | $9M | 152.3K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 1.86% | $3M | 56.9K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 1.77% | $13M | 213.6K | Q2 2026 |
| Shilanski & Associates, Inc.$376M AUM | 1.74% | $7M | 109.1K | Q3 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 1.71% | $3M | 57.6K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 1.68% | $155M | 2.59M | Q1 2026OLDER |
| Virtus Wealth Solutions LLC$525M AUM | 1.60% | $8M | 140.9K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 1.52% | $2M | 40.6K | Q2 2026 |
| Proactive Wealth Strategies LLC$532M AUM | 1.50% | $8M | 133.5K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 1.47% | $12M | 204.6K | Q1 2026OLDER |
| EdgeRock Capital LLC$370M AUM | 1.45% | $5M | 89.6K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 1.45% | $6M | 95.7K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 1.44% | $8M | 131.3K | Q1 2026OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 1.37% | $2M | 26.8K | Q2 2026 |
| Towerpoint Wealth, LLC$289M AUM | 1.33% | $4M | 64.5K | Q2 2026 |
| Clear Point Advisors Inc.$129M AUM | 1.20% | $2M | 25.8K | Q4 2025OLDER |
| Authentikos Wealth Advisory, LLC$148M AUM | 1.11% | $2M | 27.6K | Q1 2026OLDER |
| Cannon Advisors, Inc.$135M AUM | 1.06% | $1M | 23.9K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 1.02% | $2M | 34.5K | Q2 2026 |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 1.01% | $13M | 224.8K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 1.00% | $13M | 211.0K | Q1 2026OLDER |
| McGuire Investment Group, LLC$885M AUM | 0.99% | $9M | 146.5K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.93% | $13M | 214.2K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.92% | $1M | 24.1K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.88% | $14M | 229.1K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 0.86% | $1M | 24.9K | Q2 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.86% | $14M | 240.4K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.84% | $22M | 360.0K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.83% | $8M | 130.5K | Q1 2026OLDER |
| Gerald Baker Financial Group LLC$316M AUM | 0.83% | $3M | 43.6K | Q1 2026OLDER |
| Core Wealth Partners LLC$215M AUM | 0.81% | $2M | 29.3K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.81% | $3M | 46.9K | Q2 2026 |
| SageGuard Financial Group, LLC$646M AUM | 0.78% | $5M | 83.8K | Q1 2026OLDER |
| First Financial Group Corp$122M AUM | 0.75% | $915,710 | 15.3K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.73% | $10M | 160.1K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.69% | $8M | 128.7K | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 0.68% | $764,586 | 12.8K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.66% | $17M | 291.4K | Q2 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.66% | $15M | 250.1K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.65% | $5M | 76.0K | Q1 2026OLDER |
| Purus Wealth Management, LLC$314M AUM | 0.65% | $2M | 34.1K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.62% | $20M | 339.2K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.60% | $44M | 734.0K | Q2 2026 |
| Castle Rock Wealth Management, LLC$509M AUM | 0.59% | $3M | 50.3K | Q2 2026 |
| 360 Financial, Inc.$332M AUM | 0.59% | $2M | 32.7K | Q1 2026OLDER |
| TKG Advisors, LLC$242M AUM | 0.57% | $1M | 23.0K | Q1 2026OLDER |
| White Wing Wealth Management$192M AUM | 0.56% | $1M | 18.1K | Q2 2026 |
| Quad-Cities Investment Group, LLC$278M AUM | 0.56% | $2M | 25.9K | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.54% | $26M | 435.5K | Q1 2026OLDER |
| Refined Wealth Management$158M AUM | 0.54% | $849,414 | 14.2K | Q1 2026OLDER |
| SLT Holdings LLC$148M AUM | 0.54% | $791,362 | 13.2K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.52% | $10M | 164.2K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.52% | $1M | 22.8K | Q1 2026OLDER |
| Moment Partners, LLC$561M AUM | 0.51% | $3M | 47.8K | Q1 2026OLDER |
| Vines Capital Management, LLC$101M AUM | 0.51% | $513,869 | 8.6K | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 0.51% | $3M | 49.3K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.49% | $2M | 38.4K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.49% | $573,366 | 9.6K | Q4 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.47% | $9M | 149.5K | Q1 2026OLDER |
| G&S Capital LLC$285M AUM | 0.46% | $1M | 22.1K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.46% | $2M | 34.1K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.46% | $3M | 48.2K | Q1 2026OLDER |
| Family Capital Management, Inc.$225M AUM | 0.45% | $1M | 17.1K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.45% | $6M | 96.2K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.45% | $4M | 59.7K | Q3 2025OLDER |
| Coastwise Capital Group, LLC$180M AUM | 0.45% | $803,833 | 13.4K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 0.43% | $636,918 | 10.7K | Q2 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.43% | $8M | 126.2K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.42% | $5M | 87.0K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.42% | $15M | 255.6K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.42% | $1M | 16.7K | Q1 2026OLDER |
| Weitzel Financial Services, Inc.$265M AUM | 0.41% | $1M | 18.1K | Q1 2026OLDER |
| EWG Elevate Inc.$320M AUM | 0.40% | $1M | 21.3K | Q3 2025OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.39% | $20M | 331.0K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.39% | $9M | 147.3K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.38% | $1M | 20.6K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.38% | $7M | 112.7K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.36% | $2M | 31.8K | Q1 2026OLDER |
| COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM | 0.35% | $502,401 | 8.4K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.35% | $25M | 423.0K | Q1 2026OLDER |
| RAHLFS CAPITAL, LLC$136M AUM | 0.34% | $469,273 | 7.8K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.34% | $1M | 17.9K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.34% | $5M | 91.9K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.34% | $2M | 40.0K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.33% | $8M | 140.4K | Q1 2026OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 0.32% | $3M | 51.8K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.32% | $20M | 333.0K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.32% | $8M | 126.6K | Q1 2026OLDER |
| Troutman Wealth Management, LLC$120M AUM | 0.32% | $379,460 | 6.3K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.31% | $3M | 47.4K | Q1 2026OLDER |
| Uncommon Cents Investing LLC$431M AUM | 0.31% | $1M | 22.1K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.30% | $869,176 | 14.5K | Q1 2026OLDER |
| Forty-three Eighteen Advisors, LLC$133M AUM | 0.30% | $393,651 | 6.6K | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 0.29% | $734,098 | 12.3K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.28% | $3M | 42.2K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.28% | $827,834 | 13.8K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 0.27% | $315,633 | 5.3K | Q4 2025OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.27% | $2M | 31.2K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.27% | $1M | 20.6K | Q1 2026OLDER |
| Schwallier Wealth Management LLC$137M AUM | 0.27% | $364,297 | 6.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.26% | $17M | 282.8K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.26% | $330,506 | 5.5K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.26% | $2M | 25.3K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.25% | $551,423 | 9.2K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.25% | $723,276 | 12.1K | Q1 2026OLDER |
| Luken Investment Analytics, LLC$261M AUM | 0.24% | $635,820 | 10.6K | Q1 2026OLDER |
| OakTrust Wealth Advisors, LLC$110M AUM | 0.24% | $266,068 | 4.5K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.24% | $1M | 20.8K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.24% | $976,744 | 16.0K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.24% | $1M | 24.7K | Q2 2026 |
| Atria Investments, Inc$8.9B AUM | 0.24% | $21M | 358.5K | Q1 2026OLDER |
| Paragon Advisors, LLC$371M AUM | 0.24% | $874,379 | 14.6K | Q4 2025OLDER |
| Second Line Capital, LLC$528M AUM | 0.24% | $1M | 20.8K | Q1 2026OLDER |
| Elevation Advisory Partners LLC$107M AUM | 0.23% | $251,218 | 4.2K | Q1 2026OLDER |
| BYRNE FINANCIAL FREEDOM, LLC$209M AUM | 0.23% | $478,837 | 8.0K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.23% | $5M | 80.5K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 0.23% | $830,641 | 13.9K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.22% | $785,263 | 13.1K | Q4 2025OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.22% | $3M | 49.9K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.22% | $485,294 | 8.1K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.22% | $3M | 56.7K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.21% | $3M | 56.2K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.21% | $219,284 | 3.7K | Q4 2025OLDER |
| KKM Financial LLC$563M AUM | 0.21% | $1M | 19.3K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.20% | $4M | 62.6K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.20% | $19M | 315.2K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.20% | $304,239 | 5.1K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.20% | $581,830 | 9.7K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 0.20% | $214,430 | 3.6K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.20% | $40M | 662.3K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.19% | $9M | 150.4K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.19% | $2M | 33.3K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.19% | $4M | 58.4K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 0.18% | $206,301 | 3.5K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.18% | $1M | 20.1K | Q2 2026 |
| Mattson Financial Services, LLC$419M AUM | 0.18% | $746,429 | 12.5K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.18% | $5M | 80.1K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.17% | $7M | 123.5K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.17% | $6M | 92.5K | Q1 2026OLDER |
| ASL Financial, LLC$125M AUM | 0.17% | $219,044 | 3.7K | Q4 2025OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 0.17% | $298,900 | 5.0K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.17% | $5M | 83.5K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.17% | $6M | 101.2K | Q1 2026OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 0.17% | $726,111 | 12.1K | Q4 2025OLDER |
| OneAscent Family Office, LLC$143M AUM | 0.16% | $236,131 | 4.0K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.16% | $3M | 54.8K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.16% | $1M | 24.7K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.16% | $593,289 | 9.9K | Q3 2025OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.16% | $674,776 | 11.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.16% | $31M | 513.7K | Q1 2026OLDER |
| Lunt Capital Management, Inc.$260M AUM | 0.16% | $406,683 | 6.8K | Q1 2026OLDER |
| Del-Sette Capital Management, LLC$167M AUM | 0.15% | $256,217 | 4.3K | Q1 2026OLDER |
| Stenger Family Office, LLC$566M AUM | 0.15% | $862,625 | 14.4K | Q1 2026OLDER |
| Holistic Financial Partners$269M AUM | 0.15% | $370,551 | 6.2K | Q3 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.15% | $206,361 | 3.5K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.15% | $1M | 18.9K | Q1 2026OLDER |
| Cherry Creek Investment Advisors, Inc.$230M AUM | 0.15% | $341,616 | 5.7K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.14% | $1M | 18.6K | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.14% | $2M | 34.3K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.14% | $2M | 37.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.14% | $532M | 8.89M | Q1 2026OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.14% | $694,953 | 11.6K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.14% | $254,842 | 4.3K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.14% | $365,196 | 6.1K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.14% | $365,196 | 6.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.14% | $14M | 239.3K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.13% | $1M | 25.0K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.13% | $598,719 | 10.0K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.13% | $329,703 | 5.5K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.13% | $7M | 116.4K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.12% | $268,939 | 4.5K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.12% | $2M | 36.2K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 0.12% | $481,168 | 8.0K | Q3 2025OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.12% | $2M | 28.4K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 0.12% | $576,545 | 9.7K | Q2 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.12% | $4M | 74.1K | Q1 2026OLDER |
| Crumly & Associates Inc.$522M AUM | 0.12% | $557,389 | 9.3K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.12% | $1M | 23.2K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 0.12% | $220,409 | 3.7K | Q2 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.11% | $9M | 154.2K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 0.11% | $508,130 | 8.5K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.11% | $2M | 40.2K | Q2 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.11% | $5M | 79.6K | Q1 2026OLDER |
| Client First Investment Management LLC$237M AUM | 0.11% | $208,355 | 3.5K | Q4 2025OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.11% | $3M | 47.3K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.10% | $1M | 22.7K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.10% | $1M | 23.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.10% | $8M | 137.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.10% | $69M | 1.15M | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.10% | $94M | 1.58M | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.10% | $3M | 57.8K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.10% | $146,461 | 2.5K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.09% | $185,070 | 3.1K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.09% | $3M | 45.7K | Q1 2026OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 0.09% | $296,150 | 5.0K | Q1 2026OLDER |
| Redwood Wealth Management Group, LLC$232M AUM | 0.09% | $212,757 | 3.6K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.09% | $404,731 | 6.8K | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.09% | $474M | 7.93M | Q2 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.09% | $283,409 | 4.7K | Q4 2025OLDER |
| Strait & Sound Wealth Management LLC$269M AUM | 0.09% | $229,275 | 3.8K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.08% | $3M | 51.7K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.08% | $1M | 18.6K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.08% | $326,339 | 5.5K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.08% | $7M | 120.6K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.08% | $222,322 | 3.7K | Q1 2026OLDER |
| Ascension Capital Advisors, Inc.$318M AUM | 0.08% | $255,858 | 4.3K | Q1 2026OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.08% | $208,913 | 3.5K | Q2 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.08% | $7M | 118.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.07% | $16M | 262.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.07% | $20M | 332.8K | Q2 2026 |
| Huntleigh Advisors, Inc.$585M AUM | 0.07% | $416,905 | 7.0K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.07% | $530,069 | 8.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.07% | $2M | 40.5K | Q1 2026OLDER |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 0.07% | $200,166 | 3.3K | Q4 2025OLDER |
| Keystone Financial Group$1.5B AUM | 0.07% | $985,583 | 16.5K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.07% | $218,505 | 3.6K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.07% | $71M | 1.19M | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.06% | $724,354 | 12.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.06% | $10M | 167.7K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.06% | $3M | 53.5K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.06% | $3M | 46.0K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.06% | $3M | 56.3K | Q2 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.06% | $2M | 30.7K | Q4 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.06% | $3M | 56.8K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.06% | $5M | 90.5K | Q3 2025OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.06% | $897,597 | 15.0K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.06% | $201,459 | 3.4K | Q1 2026OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 0.06% | $366,553 | 6.1K | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 0.06% | $429,460 | 7.2K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.06% | $782,429 | 13.1K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.06% | $5M | 80.3K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.06% | $200,448 | 3.3K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.05% | $9M | 150.2K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.05% | $941,476 | 15.7K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.05% | $215,953 | 3.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.05% | $38M | 636.7K | Q1 2026OLDER |
| Strid Group, LLC$807M AUM | 0.05% | $426,874 | 7.1K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.05% | $4M | 70.4K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.05% | $420,607 | 7.0K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.05% | $318,960 | 5.3K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.05% | $462,250 | 7.7K | Q2 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.05% | $682,764 | 11.4K | Q4 2025OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.05% | $7M | 111.6K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.05% | $605,331 | 10.1K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.05% | $3M | 51.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.05% | $9M | 153.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.05% | $13M | 213.4K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.05% | $3M | 56.4K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.05% | $123,147 | 2.1K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 0.05% | $237,097 | 4.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.05% | $760M | 12.68M | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.05% | $147M | 2.46M | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.04% | $33M | 556.5K | Q1 2026OLDER |
| American Financial Advisors, LLC$750M AUM | 0.04% | $346,529 | 5.8K | Q3 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.04% | $4M | 64.4K | Q1 2026OLDER |
| Southland Equity Partners LLC$513M AUM | 0.04% | $226,805 | 3.8K | Q1 2026OLDER |
| Philadelphia Investment Partners, LLC$147M AUM | 0.04% | $62,956 | 1.1K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.04% | $2M | 30.2K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $284,273 | 4.7K | Q3 2025OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.04% | $278,205 | 4.6K | Q3 2025OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.04% | $85,979 | 1.4K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.04% | $1M | 20.9K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.04% | $19M | 323.9K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 0.04% | $410,060 | 6.8K | Q4 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.04% | $2M | 26.6K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.04% | $791,368 | 13.2K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.03% | $2M | 25.9K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.03% | $302,639 | 5.0K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.03% | $29M | 486.6K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $430,095 | 7.2K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.03% | $747,788 | 12.5K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.03% | $495,162 | 8.3K | Q2 2026 |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.03% | $282,949 | 4.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.03% | $175M | 2.93M | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.03% | $3M | 51.0K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.03% | $840,208 | 14.1K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.03% | $306,373 | 5.1K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.03% | $124,701 | 2.1K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.03% | $439,682 | 7.4K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.03% | $7M | 119.0K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.03% | $10M | 175.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.03% | $184M | 3.07M | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.03% | $630,081 | 10.5K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 0.03% | $239,120 | 4.0K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.03% | $1M | 17.1K | Q2 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.03% | $2M | 33.8K | Q1 2026OLDER |
| WELCH & FORBES LLC$7.7B AUM | 0.03% | $2M | 32.6K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.02% | $5M | 77.3K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $667,637 | 11.2K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.02% | $201,425 | 3.4K | Q4 2025OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 0.02% | $391,559 | 6.5K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $2M | 28.0K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 24.7K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.02% | $205,611 | 3.4K | Q3 2025OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.02% | $210,703 | 3.5K | Q3 2025OLDER |
| Insight Inv LLC$183M AUM | 0.02% | $41,846 | 700 | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.02% | $800,155 | 13.4K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.02% | $65,041 | 1.1K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.02% | $2M | 27.9K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $3M | 47.3K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $218,197 | 3.6K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $243,351 | 4.1K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.02% | $125,538 | 2.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $18M | 293.7K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $351,257 | 5.9K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.02% | $219,799 | 3.7K | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.02% | $4M | 67.4K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $686,520 | 11.5K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.02% | $1M | 20.6K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.02% | $54,699 | 915 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.02% | $9M | 147.0K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.02% | $453,910 | 7.6K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 0.02% | $234,935 | 3.9K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $9M | 146.3K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $2M | 31.8K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $92,181 | 1.5K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $852,861 | 14.2K | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $908,470 | 15.2K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $2M | 31.2K | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.01% | $55,057 | 921 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $49M | 827.2K | Q1 2026OLDER |
| Friedenthal Financial$199M AUM | 0.01% | $25,283 | 422 | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 41.1K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.01% | $72,095 | 1.2K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.01% | $119,560 | 2.0K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $262,318 | 4.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 73.4K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.01% | $13,918 | 233 | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $663,281 | 11.1K | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $189,967 | 3.2K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 17.8K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $73,984 | 1.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $137M | 2.28M | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $6M | 99.7K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $341,236 | 5.7K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $289,960 | 4.9K | Q2 2026 |
| Fund Evaluation Group, LLC$3.3B AUM | 0.01% | $226,879 | 3.8K | Q3 2025OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.01% | $149,450 | 2.5K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $581,840 | 9.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $11M | 180.2K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.01% | $414,397 | 6.9K | Q3 2025OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.01% | $29,890 | 500 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $12M | 196.7K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $874,102 | 14.6K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $992,348 | 16.6K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $412,482 | 6.9K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.00% | $229,961 | 3.9K | Q2 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $648,944 | 10.9K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $100,311 | 1.7K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.00% | $243,280 | 4.0K | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $246,533 | 4.1K | Q2 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $31,824 | 533 | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.00% | $16,500 | 276 | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $240,316 | 4.0K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $486,322 | 8.1K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.00% | $989,965 | 16.5K | Q2 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $295,925 | 4.9K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $288,075 | 4.8K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $47,824 | 800 | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $9,945 | 166 | Q3 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $41,846 | 700 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $5M | 81.1K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $17,455 | 292 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $93,691 | 1.6K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $511,846 | 8.6K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $231,109 | 3.9K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1M | 20.9K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $38,825 | 649 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $15M | 249.6K | Q3 2025OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $47,928 | 800 | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $73,560 | 1.2K | Q2 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $349,415 | 5.8K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $3,647 | 61 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $54,310 | 906 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2M | 26.8K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $29,994 | 500 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $53,802 | 900 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $3M | 48.8K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $712,757 | 11.9K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $24,226 | 405 | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $11,298 | 189 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $9M | 154.8K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.00% | $1,374 | 23 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 22.6K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $1,495 | 25 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $562,052 | 9.4K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $8,661 | 145 | Q2 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $539,275 | 9.0K | Q1 2026OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.00% | $2,098 | 35 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 51.8K | Q3 2025OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $11,467 | 192 | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $7,965 | 133 | Q2 2026 |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $659 | 11 | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $271,561 | 4.5K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $9,649 | 161 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $5M | 75.5K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $3,587 | 60 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1M | 21.5K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $1,614 | 27 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $47,928 | 800 | Q3 2025OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $754 | 13 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $754 | 13 | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.00% | $239 | 4 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $3,942 | 66 | Q2 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $20,070 | 335 | Q3 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $41,307 | 691 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $67,392 | 1.1K | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $1,618 | 27 | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $211,203 | 3.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $227,403 | 3.8K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $1,375 | 23 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $9,027 | 151 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $17,495 | 109.8K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $5,216 | 87 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $1,551 | 26 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $538 | 9 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $17,336 | 290 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $60 | 1 | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $120 | 2 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2,935 | 49 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $50,813 | 850 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $38 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.