FIRST TR EXCHANGE TRADED FD
CUSIP 33741X102
First Tr Exchange Traded Fd has 560 institutional holders in Filings Flow’s 13F database, together reporting 202.43M shares worth $7.8B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Morgan Stanley, and Raymond James Financial Inc.
Institutional Holders
560
Q1 2026
Reported Value
$7.8B
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 |
|---|---|---|---|---|
| Southern Financial Group, LLC$358M AUM | 14.36% | $51M | 1.30M | Q2 2026 |
| LVZ, Inc.$984M AUM | 11.85% | $117M | 2.70M | Q2 2026 |
| S Harris Financial Group, LLC$110M AUM | 10.23% | $11M | 284.4K | Q1 2026OLDER |
| Solano Wealth Investment Advisors LLC$201M AUM | 8.35% | $17M | 425.1K | Q1 2026OLDER |
| Advantage Trust Co$223M AUM | 7.84% | $17M | 443.5K | Q1 2026OLDER |
| Randall & Associates Wealth Management$148M AUM | 7.49% | $11M | 281.7K | Q1 2026OLDER |
| JSF Financial, LLC$510M AUM | 6.89% | $35M | 891.6K | Q1 2026OLDER |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 6.04% | $7M | 173.1K | Q1 2026OLDER |
| Decker Wealth Management LLC$456M AUM | 5.31% | $24M | 632.4K | Q1 2026OLDER |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM | 4.66% | $6M | 151.0K | Q1 2026OLDER |
| My Portfolio Guide, LLC$181M AUM | 4.55% | $8M | 208.6K | Q1 2026OLDER |
| Gaddis Premier Wealth Advisors LLC$136M AUM | 4.42% | $6M | 152.0K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 4.42% | $10M | 241.3K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 4.17% | $137M | 3.47M | Q1 2026OLDER |
| LCW Services, LLC$201M AUM | 4.02% | $8M | 205.1K | Q1 2026OLDER |
| Aft, Forsyth & Sober, LLC$328M AUM | 3.96% | $13M | 329.6K | Q1 2026OLDER |
| Wagner Wealth Management, LLC$495M AUM | 3.89% | $19M | 488.7K | Q1 2026OLDER |
| Crumly & Associates Inc.$522M AUM | 3.87% | $20M | 468.8K | Q2 2026 |
| Sanchez Wealth Management Group$462M AUM | 3.85% | $18M | 451.7K | Q1 2026OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 3.80% | $4M | 102.7K | Q2 2026 |
| Virtus Family Office LLC$117M AUM | 3.63% | $4M | 107.9K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 3.61% | $4M | 95.1K | Q2 2026 |
| DAGCO, INC.$461M AUM | 3.53% | $16M | 413.2K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 3.51% | $6M | 139.7K | Q1 2026OLDER |
| BRIGHT FINANCIAL ADVISORS, INC.$218M AUM | 3.29% | $7M | 182.2K | Q1 2026OLDER |
| Sound Portfolio Advisors, LLC$123M AUM | 3.08% | $4M | 96.1K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 2.70% | $12M | 277.1K | Q2 2026 |
| Richmond Investment Services, LLC$619M AUM | 2.64% | $16M | 414.7K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 2.64% | $180M | 4.58M | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 2.57% | $6M | 144.6K | Q1 2026OLDER |
| Stone Wealth Partners$111M AUM | 2.55% | $3M | 72.2K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 2.49% | $6M | 164.6K | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 2.44% | $10M | 258.8K | Q1 2026OLDER |
| OakTrust Wealth Advisors, LLC$110M AUM | 2.42% | $3M | 67.5K | Q1 2026OLDER |
| Chris Bulman Inc$228M AUM | 2.40% | $5M | 138.7K | Q1 2026OLDER |
| Baron Wealth Management LLC$386M AUM | 2.39% | $9M | 213.4K | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 2.33% | $151M | 3.83M | Q1 2026OLDER |
| Oxford Wealth Group, LLC$183M AUM | 2.32% | $4M | 107.9K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 2.31% | $12M | 293.3K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 2.31% | $5M | 144.6K | Q2 2026 |
| Ameliora Wealth Management Ltd.$314M AUM | 2.20% | $7M | 175.4K | Q1 2026OLDER |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 2.20% | $40M | 1.03M | Q1 2026OLDER |
| Goldenstone Wealth Management LLC$137M AUM | 2.18% | $3M | 75.9K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 2.15% | $20M | 510.6K | Q1 2026OLDER |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 2.07% | $14M | 363.0K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 2.01% | $6M | 144.6K | Q1 2026OLDER |
| PMG Wealth Management, Inc.$139M AUM | 2.00% | $3M | 70.3K | Q1 2026OLDER |
| Fairway Financial, LLC$132M AUM | 1.98% | $3M | 66.2K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 1.97% | $7M | 158.2K | Q2 2026 |
| Hobart Private Capital, LLC$583M AUM | 1.87% | $11M | 252.0K | Q2 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 1.85% | $3M | 88.4K | Q1 2026OLDER |
| Stegent Equity Advisors, Inc.$117M AUM | 1.84% | $2M | 54.7K | Q1 2026OLDER |
| RiverTree Advisors, LLC$158M AUM | 1.80% | $3M | 72.2K | Q1 2026OLDER |
| Ipsen Advisor Group LLC$143M AUM | 1.80% | $3M | 65.2K | Q1 2026OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 1.72% | $24M | 607.6K | Q1 2026OLDER |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM | 1.70% | $3M | 64.2K | Q1 2026OLDER |
| Griffith & Werner, Inc.$202M AUM | 1.69% | $3M | 86.7K | Q1 2026OLDER |
| Bolthouse Investments, LLC$111M AUM | 1.69% | $2M | 47.4K | Q1 2026OLDER |
| Provident Wealth Management, LLC$331M AUM | 1.67% | $6M | 140.3K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 1.66% | $8M | 206.5K | Q1 2026OLDER |
| Financial Management, Inc.$106M AUM | 1.64% | $2M | 44.3K | Q2 2026 |
| BAM Wealth Management, LLC$134M AUM | 1.63% | $2M | 55.4K | Q1 2026OLDER |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 1.63% | $3M | 75.4K | Q1 2026OLDER |
| Entruity Wealth, LLC$147M AUM | 1.60% | $2M | 59.8K | Q1 2026OLDER |
| Southland Equity Partners LLC$513M AUM | 1.57% | $8M | 204.9K | Q1 2026OLDER |
| Uniting Wealth Partners, LLC$470M AUM | 1.54% | $7M | 183.4K | Q1 2026OLDER |
| Gerald Baker Financial Group LLC$316M AUM | 1.54% | $5M | 123.0K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 1.53% | $2M | 52.5K | Q1 2026OLDER |
| Arcadia Wealth Management, Inc.$185M AUM | 1.52% | $3M | 71.4K | Q1 2026OLDER |
| Spectrum Wealth Advisory Group, LLC$269M AUM | 1.49% | $4M | 101.9K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 1.47% | $4M | 95.4K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 1.47% | $4M | 89.0K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 1.36% | $22M | 547.4K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 1.36% | $4M | 109.7K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 1.33% | $6M | 141.2K | Q1 2026OLDER |
| Junk Investment Group, LLC$191M AUM | 1.30% | $2M | 63.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 1.28% | $12M | 297.1K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 1.27% | $33M | 849.2K | Q2 2026 |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 1.27% | $27M | 685.2K | Q1 2026OLDER |
| LeClair Wealth Partners LLC$289M AUM | 1.17% | $2M | 52.4K | Q4 2025OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 1.15% | $2M | 51.8K | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 1.15% | $2M | 44.9K | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 1.13% | $3M | 96.0K | Q4 2025OLDER |
| JPL Wealth Management, LLC$435M AUM | 1.10% | $5M | 121.5K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 1.09% | $3M | 68.7K | Q3 2025OLDER |
| Wagner Wealth Management, Corp$111M AUM | 1.08% | $1M | 30.4K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 1.07% | $3M | 86.3K | Q1 2026OLDER |
| Ergawealth Advisors, Inc.$226M AUM | 1.07% | $2M | 61.5K | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 1.06% | $8M | 197.0K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 1.06% | $8M | 197.8K | Q1 2026OLDER |
| Anderson Financial Strategies, LLC$182M AUM | 1.04% | $2M | 44.7K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 1.04% | $1M | 32.7K | Q1 2026OLDER |
| Cherry Creek Investment Advisors, Inc.$230M AUM | 1.01% | $2M | 59.1K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.98% | $25M | 583.9K | Q2 2026 |
| KPP Advisory Services LLC$689M AUM | 0.97% | $7M | 168.6K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.95% | $41M | 1.04M | Q1 2026OLDER |
| Traction Financial Partners, LLC$162M AUM | 0.91% | $1M | 37.6K | Q1 2026OLDER |
| Prostatis Group LLC$391M AUM | 0.91% | $4M | 90.4K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.90% | $3M | 73.3K | Q1 2026OLDER |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 0.86% | $1M | 36.4K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 0.86% | $2M | 38.5K | Q2 2026 |
| Vantus Wealth LLC$136M AUM | 0.86% | $1M | 30.4K | Q4 2025OLDER |
| Atlas Wealth LLC$334M AUM | 0.86% | $3M | 72.5K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.85% | $2M | 58.7K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.84% | $3M | 84.5K | Q1 2026OLDER |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 0.84% | $1M | 37.5K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.82% | $4M | 110.4K | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.81% | $2M | 42.8K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 0.76% | $8M | 215.4K | Q1 2026OLDER |
| Juno Financial Group LLC$255M AUM | 0.76% | $2M | 49.1K | Q1 2026OLDER |
| Cornerstone Wealth, LLC/TN$178M AUM | 0.76% | $1M | 31.9K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.73% | $1M | 28.7K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 0.70% | $2M | 48.0K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.70% | $15M | 386.2K | Q2 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.69% | $11M | 286.8K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.69% | $2M | 53.6K | Q1 2026OLDER |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 0.69% | $844,270 | 21.4K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.66% | $1M | 30.5K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.66% | $4M | 98.4K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.64% | $19M | 556.9K | Q1 2026OLDER |
| Purus Wealth Management, LLC$314M AUM | 0.64% | $2M | 50.7K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.63% | $2M | 61.2K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.62% | $1M | 35.9K | Q1 2026OLDER |
| Pitti Group Wealth Management, LLC$123M AUM | 0.61% | $754,235 | 19.1K | Q1 2026OLDER |
| Mason & Associates Inc$516M AUM | 0.61% | $3M | 81.7K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.61% | $9M | 216.9K | Q2 2026 |
| Lifestyle Asset Management, Inc.$306M AUM | 0.60% | $2M | 48.0K | Q4 2025OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.59% | $19M | 442.1K | Q2 2026 |
| Procyon Advisors, LLC$2.3B AUM | 0.58% | $14M | 313.2K | Q2 2026 |
| Directional Asset Management$109M AUM | 0.57% | $628,158 | 15.9K | Q1 2026OLDER |
| tru Independence LLC$202M AUM | 0.57% | $1M | 29.1K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.56% | $919,731 | 23.3K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.55% | $34M | 861.7K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 0.55% | $714,419 | 18.1K | Q1 2026OLDER |
| Lighthouse Wealth Management Inc.$147M AUM | 0.55% | $811,307 | 20.6K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.54% | $34M | 852.5K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.54% | $10M | 254.2K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.54% | $14M | 351.0K | Q1 2026OLDER |
| Keystone Financial Services, LLC$149M AUM | 0.53% | $794,742 | 20.2K | Q1 2026OLDER |
| Horizon Advisory Services, Inc.$195M AUM | 0.53% | $1M | 26.3K | Q1 2026OLDER |
| Altus Wealth Group LLC$244M AUM | 0.52% | $1M | 32.5K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.52% | $8M | 193.4K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.51% | $1M | 36.1K | Q1 2026OLDER |
| REICON WEALTH ADVISORS, LLC$132M AUM | 0.51% | $673,747 | 17.1K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.50% | $3M | 79.6K | Q1 2026OLDER |
| Concentrum Wealth Management$339M AUM | 0.50% | $2M | 42.6K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.46% | $3M | 81.0K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.46% | $3M | 77.7K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.46% | $9M | 225.0K | Q1 2026OLDER |
| SSI INVESTMENT MANAGEMENT LLC$1.4B AUM | 0.45% | $7M | 167.0K | Q1 2026OLDER |
| Cedrus Wealth Group LLC$108M AUM | 0.45% | $489,270 | 12.8K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.45% | $41M | 1.03M | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.45% | $562,745 | 14.3K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.44% | $13M | 333.9K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.44% | $2M | 60.6K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.43% | $1M | 26.8K | Q1 2026OLDER |
| Capital Advantage, Inc.$765M AUM | 0.42% | $3M | 81.8K | Q1 2026OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 0.42% | $515,238 | 12.4K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 0.42% | $468,075 | 11.9K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.42% | $2M | 45.5K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.41% | $3M | 72.0K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.39% | $3M | 81.3K | Q1 2026OLDER |
| Cannon Wealth Management Services, LLC$148M AUM | 0.39% | $581,593 | 14.8K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.39% | $567,111 | 14.4K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.39% | $2M | 44.0K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.38% | $4M | 101.4K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.38% | $876,213 | 22.2K | Q1 2026OLDER |
| McKinney Capital Management, LLC$116M AUM | 0.38% | $440,157 | 11.2K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.38% | $12M | 297.1K | Q1 2026OLDER |
| Frederick Financial Consultants, LLC$201M AUM | 0.37% | $740,074 | 18.8K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.37% | $3M | 72.8K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.36% | $1M | 27.6K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.36% | $5M | 120.6K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.35% | $1M | 35.7K | Q1 2026OLDER |
| Cottage Street Advisors LLC$231M AUM | 0.35% | $818,967 | 20.8K | Q1 2026OLDER |
| Triton Wealth Management, PLLC$270M AUM | 0.35% | $950,879 | 23.8K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.35% | $33M | 824.5K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.35% | $8M | 199.7K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.35% | $5M | 119.4K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.35% | $6M | 160.8K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.34% | $539,048 | 13.7K | Q1 2026OLDER |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.34% | $951,393 | 24.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.33% | $313M | 7.94M | Q1 2026OLDER |
| Laraway Financial Advisors Inc$142M AUM | 0.33% | $473,302 | 12.0K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.33% | $7M | 183.2K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.33% | $12M | 300.7K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.33% | $6M | 158.9K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.32% | $6M | 144.1K | Q1 2026OLDER |
| Barry Investment Advisors, LLC$478M AUM | 0.32% | $2M | 35.7K | Q2 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.32% | $4M | 110.8K | Q4 2025OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.32% | $4M | 106.2K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.31% | $2M | 50.4K | Q1 2026OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.31% | $8M | 202.0K | Q1 2026OLDER |
| COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM | 0.30% | $429,015 | 10.9K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.30% | $715,694 | 18.2K | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 0.29% | $538,022 | 13.6K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.29% | $799,381 | 18.5K | Q2 2026 |
| Prosperity Financial Group, Inc.$271M AUM | 0.28% | $761,282 | 19.3K | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 0.27% | $1M | 28.1K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.27% | $21M | 532.9K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.27% | $3M | 64.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.27% | $57M | 1.44M | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.26% | $14M | 323.6K | Q2 2026 |
| Arax Advisory Partners$3.5B AUM | 0.26% | $9M | 237.5K | Q1 2026OLDER |
| Symphony Financial Services, Inc.$195M AUM | 0.26% | $511,606 | 13.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.26% | $981M | 24.87M | Q1 2026OLDER |
| Hidden Cove Wealth Management, LLC$156M AUM | 0.26% | $400,789 | 10.5K | Q4 2025OLDER |
| Stiles Financial Services Inc$327M AUM | 0.25% | $827,316 | 21.0K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.25% | $8M | 199.9K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.25% | $2M | 38.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.25% | $65M | 1.66M | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.24% | $2M | 47.4K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.24% | $2M | 58.5K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.24% | $1M | 36.2K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.24% | $642,575 | 16.3K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.24% | $642,575 | 16.3K | Q1 2026OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.24% | $1M | 35.1K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 0.23% | $685,727 | 17.4K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.23% | $4M | 100.1K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.23% | $2M | 43.6K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.22% | $1M | 31.5K | Q2 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.22% | $8M | 200.7K | Q1 2026OLDER |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 0.22% | $366,108 | 9.3K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.22% | $3M | 76.3K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.22% | $891,239 | 22.6K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.22% | $12M | 300.3K | Q1 2026OLDER |
| Carter Financial, LLC$115M AUM | 0.22% | $247,699 | 6.3K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.21% | $721,490 | 18.3K | Q1 2026OLDER |
| J. Derek Lewis & Associates Inc.$445M AUM | 0.21% | $950,894 | 24.1K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.21% | $3M | 73.4K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.21% | $26M | 653.4K | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 0.20% | $574,960 | 14.6K | Q1 2026OLDER |
| Ellsworth Advisors, LLC$532M AUM | 0.20% | $1M | 27.2K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 0.20% | $455,219 | 11.5K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.20% | $275,812 | 7.0K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.20% | $788,946 | 20.0K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.19% | $2M | 39.2K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.19% | $2M | 56.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.19% | $136M | 3.46M | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.19% | $548,986 | 13.9K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.19% | $2M | 43.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.19% | $604M | 15.32M | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.18% | $23M | 578.6K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.18% | $29M | 737.0K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 0.17% | $2M | 37.3K | Q2 2026 |
| First City Capital Management, Inc.$189M AUM | 0.17% | $319,383 | 8.1K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.17% | $7M | 183.4K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.17% | $585,637 | 15.3K | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.17% | $58M | 1.48M | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.17% | $463,394 | 10.7K | Q2 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.17% | $5M | 119.9K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.16% | $4M | 112.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.16% | $111M | 2.81M | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.16% | $6M | 132.3K | Q2 2026 |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.15% | $1M | 37.3K | Q1 2026OLDER |
| Second Half Financial Partners, LLC$222M AUM | 0.15% | $341,700 | 8.7K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.15% | $677,926 | 15.7K | Q2 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.15% | $8M | 211.8K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.15% | $938,513 | 23.8K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.15% | $834,299 | 21.2K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.15% | $2M | 53.8K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.15% | $326,430 | 8.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.15% | $54M | 1.37M | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.15% | $328,203 | 8.3K | Q1 2026OLDER |
| MANCHESTER FINANCIAL INC$521M AUM | 0.15% | $774,333 | 19.6K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.15% | $2M | 41.2K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.15% | $742,191 | 18.8K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.15% | $2M | 50.6K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.15% | $12M | 299.3K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.14% | $2M | 55.4K | Q2 2026 |
| 626 Financial, LLC$224M AUM | 0.14% | $322,458 | 8.2K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.14% | $12M | 293.9K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.14% | $6M | 153.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.14% | $156M | 3.95M | Q1 2026OLDER |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.14% | $200,383 | 5.1K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.14% | $11M | 279.8K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.14% | $105M | 2.65M | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.14% | $2M | 56.9K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.13% | $37M | 932.4K | Q2 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.13% | $21M | 537.0K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.13% | $2M | 47.0K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.13% | $3M | 76.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.13% | $23M | 588.0K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 0.13% | $649,867 | 16.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.12% | $117M | 2.97M | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.12% | $2M | 55.5K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.12% | $401,516 | 10.2K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.12% | $8M | 199.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.11% | $1M | 32.4K | Q1 2026OLDER |
| Presidio Capital Management, LLC$344M AUM | 0.11% | $390,042 | 9.9K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.11% | $1M | 32.0K | Q1 2026OLDER |
| 1776 Wealth LLC$254M AUM | 0.11% | $279,914 | 7.1K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.11% | $210,889 | 5.3K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 0.11% | $398,714 | 10.1K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.11% | $9M | 222.9K | Q1 2026OLDER |
| Goodman Financial Corp$582M AUM | 0.11% | $621,456 | 15.8K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.11% | $2M | 43.4K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.11% | $9M | 240.8K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.11% | $461,173 | 11.7K | Q1 2026OLDER |
| Darden Wealth Group Inc$196M AUM | 0.11% | $207,825 | 5.3K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.11% | $1M | 35.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.10% | $21M | 521.5K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.10% | $200,738 | 5.1K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.10% | $67M | 1.69M | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.10% | $10M | 264.6K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.10% | $3M | 77.1K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.10% | $360,285 | 9.4K | Q4 2025OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.10% | $1M | 26.4K | Q4 2025OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.10% | $418,510 | 10.6K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.09% | $498M | 12.62M | Q2 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.09% | $801,848 | 20.3K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.09% | $304,360 | 7.7K | Q1 2026OLDER |
| Hippocratic Financial Advisors, LLC$228M AUM | 0.09% | $204,721 | 5.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.09% | $51M | 1.28M | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.09% | $2M | 40.8K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.09% | $559,480 | 14.2K | Q1 2026OLDER |
| Headland Capital, LLC$355M AUM | 0.09% | $313,969 | 8.0K | Q1 2026OLDER |
| Convergence Financial, LLC$943M AUM | 0.09% | $824,799 | 20.9K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.09% | $2M | 43.4K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.09% | $2M | 45.5K | Q1 2026OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 0.08% | $507,159 | 11.8K | Q2 2026 |
| &PARTNERS$20.2B AUM | 0.08% | $17M | 434.6K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.08% | $2M | 41.3K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.08% | $231,913 | 6.1K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.08% | $2M | 50.5K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.08% | $1M | 25.6K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.07% | $3M | 86.4K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.07% | $654,010 | 16.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.07% | $4M | 103.8K | Q4 2025OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.07% | $961,380 | 24.4K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.07% | $1M | 32.3K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.07% | $695,989 | 16.1K | Q2 2026 |
| CPC Advisors, LLC$617M AUM | 0.07% | $413,608 | 10.5K | Q1 2026OLDER |
| Quantum Private Wealth, LLC$324M AUM | 0.07% | $228,508 | 6.0K | Q4 2025OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.07% | $237,678 | 6.0K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.07% | $6M | 149.7K | Q3 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.06% | $4M | 101.1K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.06% | $3M | 80.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.06% | $6M | 147.4K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.06% | $1M | 29.7K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.06% | $524,529 | 13.3K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.06% | $982,440 | 25.6K | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.06% | $3M | 71.3K | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.06% | $71,438 | 1.9K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.06% | $99M | 2.50M | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.06% | $5M | 134.5K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.06% | $1M | 34.2K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.06% | $357,463 | 8.4K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.06% | $4M | 109.7K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.06% | $1M | 33.6K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 0.06% | $300,368 | 7.0K | Q2 2026 |
| Bulltick Wealth Management, LLC$453M AUM | 0.06% | $266,231 | 6.8K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.06% | $203,378 | 5.2K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.06% | $203,378 | 5.2K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.06% | $272,264 | 6.9K | Q2 2026 |
| Keystone Financial Group$1.5B AUM | 0.06% | $843,545 | 21.3K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.06% | $7M | 183.6K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.05% | $446,702 | 11.3K | Q1 2026OLDER |
| COFG Advisors, LLC$404M AUM | 0.05% | $219,350 | 5.6K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.05% | $679,492 | 16.0K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.05% | $295,933 | 7.5K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.05% | $289,416 | 7.3K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.05% | $370,679 | 9.4K | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.05% | $422,307 | 10.7K | Q1 2026OLDER |
| Sunflower Bank, N.A.$392M AUM | 0.05% | $203,380 | 5.2K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.05% | $79,579 | 2.0K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.05% | $1M | 33.6K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.05% | $396,390 | 10.1K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.05% | $4M | 111.2K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.05% | $89,648 | 2.3K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.05% | $443,699 | 10.3K | Q2 2026 |
| Bank of Jackson Hole Trust$207M AUM | 0.05% | $100,941 | 2.6K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 0.05% | $248,803 | 6.3K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.05% | $1M | 33.3K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.05% | $1M | 36.3K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.05% | $1M | 25.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.05% | $18M | 449.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.05% | $23M | 571.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.05% | $263M | 6.67M | Q1 2026OLDER |
| MinichMacGregor Wealth Management, LLC$567M AUM | 0.05% | $236,177 | 6.2K | Q3 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.05% | $782,009 | 19.8K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.04% | $4M | 91.2K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 0.04% | $203,968 | 5.3K | Q4 2025OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.04% | $493,230 | 12.5K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.04% | $591,547 | 15.0K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.04% | $263,195 | 6.7K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.04% | $60,249 | 1.5K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.04% | $817,187 | 20.7K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.04% | $329,743 | 8.7K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.04% | $688M | 17.95M | Q1 2026OLDER |
| Financial Solutions Advisory Group, Inc.$723M AUM | 0.04% | $292,807 | 7.4K | Q2 2026 |
| American Financial Advisors, LLC$750M AUM | 0.04% | $302,919 | 7.7K | Q1 2026OLDER |
| Johnson Financial Group, LLC$1.5B AUM | 0.04% | $606,276 | 15.4K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.04% | $2M | 39.2K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.04% | $949,085 | 24.1K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.04% | $1M | 35.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.04% | $143M | 3.62M | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.04% | $248M | 6.29M | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.04% | $1M | 36.9K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.04% | $6M | 161.1K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 0.03% | $131,460 | 3.3K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.03% | $1M | 27.3K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.03% | $582,560 | 14.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.03% | $1M | 35.1K | Q1 2026OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 0.03% | $61,117 | 1.6K | Q1 2026OLDER |
| Faithward Advisors, LLC$701M AUM | 0.03% | $203,715 | 5.4K | Q3 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.03% | $5M | 138.7K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.03% | $1M | 28.5K | Q1 2026OLDER |
| Accordant Advisory Group Inc$161M AUM | 0.03% | $47,316 | 1.2K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.03% | $7M | 189.2K | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.03% | $58M | 1.51M | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 30.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.03% | $373M | 9.46M | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.03% | $3M | 83.5K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.03% | $362,756 | 9.2K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.03% | $972,512 | 22.5K | Q2 2026 |
| Archer Investment Corp$469M AUM | 0.03% | $118,326 | 3.0K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.03% | $203,352 | 5.2K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.02% | $49,893 | 1.3K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.02% | $237,270 | 5.5K | Q2 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $927,591 | 23.5K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 58.5K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.02% | $266,269 | 6.8K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.02% | $135,955 | 3.4K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.02% | $344,027 | 8.7K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $671,103 | 16.6K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $19M | 483.8K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.02% | $325,298 | 8.3K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $3M | 70.7K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.02% | $643,526 | 15.6K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.02% | $352,128 | 8.9K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.02% | $612,506 | 15.5K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.02% | $49,366 | 1.3K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $298,722 | 7.6K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.02% | $3M | 85.0K | Q1 2026OLDER |
| Advance Capital Management, Inc.$2.6B AUM | 0.02% | $475,036 | 12.0K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.02% | $24,601 | 642 | Q4 2025OLDER |
| EQ WEALTH ADVISORS, LLC$171M AUM | 0.02% | $29,928 | 781 | Q4 2025OLDER |
| Hoese & Co LLP$135M AUM | 0.02% | $23,539 | 597 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.02% | $73,734 | 1.9K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.02% | $48,342 | 1.2K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $32,334 | 820 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.02% | $495,459 | 12.6K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $246,774 | 6.4K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $859,272 | 21.8K | Q2 2026 |
| Americana Partners, LLC$3.9B AUM | 0.02% | $586,127 | 14.9K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $2M | 51.6K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.02% | $21M | 535.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $2M | 39.8K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $746,318 | 19.5K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.01% | $48,896 | 1.3K | Q4 2025OLDER |
| Caldwell Trust Co$1.1B AUM | 0.01% | $153,777 | 3.9K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $789,764 | 19.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $647,756 | 16.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $2M | 39.7K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $463,910 | 11.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $3M | 81.0K | Q4 2025OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $365,713 | 9.3K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.01% | $10M | 257.7K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.01% | $118,881 | 3.0K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.01% | $243,836 | 6.2K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $622,600 | 15.8K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $33,995 | 788 | Q2 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $271,282 | 6.9K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $607,724 | 15.4K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.01% | $143,511 | 3.8K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $8M | 210.0K | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.01% | $32,777 | 862 | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $8M | 203.7K | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.01% | $39,233 | 995 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $1M | 34.3K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $4M | 100.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $521,212 | 13.2K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.01% | $23,658 | 600 | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.01% | $36,433 | 924 | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.01% | $32,727 | 830 | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.01% | $211,818 | 5.4K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.01% | $8,162 | 207 | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.01% | $36,157 | 951 | Q3 2025OLDER |
| Key Capital Management, INC$151M AUM | 0.01% | $8,734 | 222 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $1M | 27.8K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.01% | $17,109 | 450 | Q3 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.01% | $55,656 | 1.4K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.00% | $1M | 32.0K | Q2 2026 |
| Main Street Group, LTD$340M AUM | 0.00% | $15,954 | 405 | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $459,376 | 11.7K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 82.1K | Q4 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.00% | $225,662 | 5.7K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $9,227 | 234 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $216,196 | 5.5K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $3M | 64.8K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $744,044 | 18.9K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $11,493 | 291 | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $18,690 | 474 | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.00% | $20,578 | 477 | Q2 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 62.9K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $918,680 | 23.3K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $11,829 | 300 | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $18,586 | 431 | Q2 2026 |
| Security National Bank$687M AUM | 0.00% | $21,332 | 541 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.