GLOBAL X FDS
CUSIP 37954Y673
Global X Fds has 724 institutional holders in Filings Flow’s 13F database, together reporting 161.73M shares worth $7.4B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Bank Of Montreal /Can/, and Morgan Stanley.
Institutional Holders
724
Q1 2026
Reported Value
$7.4B
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 |
|---|---|---|---|---|
| Moss Adams Wealth Advisors LLC$1.4B AUM | 6.75% | $92M | 1.82M | Q1 2026OLDER |
| 360 Financial, Inc.$332M AUM | 5.76% | $19M | 376.0K | Q1 2026OLDER |
| WADDELL & ASSOCIATES, LLC$1.8B AUM | 5.64% | $100M | 1.97M | Q1 2026OLDER |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 5.53% | $8M | 162.9K | Q1 2026OLDER |
| Symphony Financial Services, Inc.$195M AUM | 5.44% | $11M | 208.7K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 5.04% | $11M | 211.3K | Q1 2026OLDER |
| WASHINGTON GROWTH STRATEGIES LLC$153M AUM | 4.21% | $6M | 126.7K | Q1 2026OLDER |
| Copley Financial Group, Inc.$166M AUM | 4.06% | $7M | 132.3K | Q1 2026OLDER |
| Chicago Wealth Management, Inc.$251M AUM | 3.96% | $10M | 195.4K | Q1 2026OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 3.91% | $11M | 212.4K | Q1 2026OLDER |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 3.88% | $6M | 118.5K | Q1 2026OLDER |
| Norris Financial Group, LLC$108M AUM | 3.66% | $5M | 198.8K | Q1 2026OLDER |
| PMG Wealth Management, Inc.$139M AUM | 3.50% | $5M | 95.4K | Q1 2026OLDER |
| 5th Street Advisors, LLC$232M AUM | 3.47% | $8M | 158.4K | Q1 2026OLDER |
| Riggs Asset Managment Co. Inc.$486M AUM | 3.41% | $17M | 325.8K | Q1 2026OLDER |
| MFA WEALTH ADVISORS, LLC$508M AUM | 3.36% | $17M | 335.9K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 3.20% | $4M | 70.5K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 3.14% | $31M | 606.0K | Q1 2026OLDER |
| Clarus Group, Inc.$279M AUM | 3.14% | $9M | 172.2K | Q1 2026OLDER |
| Lake Hills Wealth Management, LLC$220M AUM | 3.01% | $7M | 112.3K | Q2 2026 |
| Vishria Bird Financial Group, LLC$510M AUM | 2.82% | $14M | 302.1K | Q3 2025OLDER |
| Cooper Financial Group$1.2B AUM | 2.82% | $34M | 576.4K | Q2 2026 |
| Paladin Advisory Group, LLC$131M AUM | 2.72% | $4M | 70.4K | Q1 2026OLDER |
| LANE BROTHERS & CO INC$137M AUM | 2.56% | $4M | 69.2K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 2.39% | $20M | 393.1K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 2.36% | $137M | 2.70M | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 2.30% | $12M | 229.2K | Q1 2026OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 2.18% | $39M | 763.4K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 2.16% | $33M | 647.8K | Q1 2026OLDER |
| Teamwork Financial Advisors, LLC$1.1B AUM | 2.15% | $24M | 403.0K | Q2 2026 |
| Capital Asset Advisory Services LLC$2.6B AUM | 2.09% | $55M | 984.0K | Q1 2026OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 2.05% | $11M | 210.5K | Q1 2026OLDER |
| Deane Retirement Strategies, Inc.$236M AUM | 2.03% | $5M | 99.4K | Q1 2026OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 1.99% | $6M | 120.7K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 1.88% | $10M | 193.9K | Q1 2026OLDER |
| MRA Advisory Group$276M AUM | 1.86% | $5M | 87.2K | Q2 2026 |
| Oxford Wealth Group, LLC$183M AUM | 1.80% | $3M | 64.7K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 1.66% | $52M | 1.02M | Q1 2026OLDER |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 1.65% | $2M | 39.9K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 1.57% | $14M | 282.6K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 1.53% | $14M | 284.9K | Q1 2026OLDER |
| APS Management Group, Inc.$117M AUM | 1.52% | $2M | 35.1K | Q1 2026OLDER |
| WT Wealth Management$336M AUM | 1.52% | $5M | 100.9K | Q1 2026OLDER |
| BYRNE FINANCIAL FREEDOM, LLC$209M AUM | 1.44% | $3M | 59.3K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 1.41% | $5M | 100.8K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 1.39% | $13M | 256.0K | Q1 2026OLDER |
| Aspire Capital Advisors LLC$444M AUM | 1.37% | $6M | 119.8K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 1.33% | $2M | 40.5K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 1.29% | $1M | 26.0K | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 1.28% | $83M | 1.63M | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 1.21% | $11M | 206.9K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 1.21% | $8M | 153.6K | Q1 2026OLDER |
| Koa Wealth Management, LLC$138M AUM | 1.13% | $2M | 30.8K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 1.13% | $4M | 69.1K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 1.12% | $9M | 184.6K | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 1.08% | $2M | 44.2K | Q1 2026OLDER |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 1.07% | $2M | 37.5K | Q2 2026 |
| High Point Wealth Management, LLC$104M AUM | 1.07% | $1M | 21.8K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 1.06% | $6M | 116.0K | Q1 2026OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 1.06% | $3M | 55.3K | Q4 2025OLDER |
| REDW Wealth LLC$251M AUM | 1.06% | $3M | 52.4K | Q1 2026OLDER |
| FORTEM FINANCIAL GROUP, LLC$399M AUM | 1.06% | $4M | 82.8K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 1.05% | $5M | 89.8K | Q1 2026OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 1.04% | $3M | 55.3K | Q1 2026OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 1.00% | $5M | 89.4K | Q1 2026OLDER |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 1.00% | $3M | 66.5K | Q4 2025OLDER |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 0.99% | $1M | 29.1K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.99% | $2M | 29.7K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.97% | $45M | 876.8K | Q1 2026OLDER |
| Nvest Financial, LLC$268M AUM | 0.91% | $2M | 48.3K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.90% | $2M | 42.2K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.90% | $1M | 25.6K | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 0.87% | $894,104 | 17.6K | Q1 2026OLDER |
| FORONJY FINANCIAL LLC$241M AUM | 0.85% | $2M | 40.2K | Q1 2026OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.84% | $2M | 37.1K | Q2 2026 |
| Destination Wealth Management$3.9B AUM | 0.83% | $32M | 630.7K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.82% | $8M | 156.8K | Q1 2026OLDER |
| Austin Wealth Management, LLC$440M AUM | 0.82% | $4M | 70.2K | Q1 2026OLDER |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 0.81% | $2M | 43.2K | Q4 2025OLDER |
| Cornerstone Wealth, LLC/TN$178M AUM | 0.79% | $1M | 25.3K | Q1 2026OLDER |
| Capital Advantage, Inc.$765M AUM | 0.79% | $6M | 118.4K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 0.78% | $2M | 39.8K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.76% | $2M | 29.9K | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 0.75% | $5M | 94.2K | Q1 2026OLDER |
| Commerce Advisors, LLC$119M AUM | 0.73% | $869,223 | 17.1K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.72% | $7M | 129.1K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.69% | $18M | 350.5K | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.68% | $62M | 1.22M | Q1 2026OLDER |
| Allodium Investment Consultants, LLC$209M AUM | 0.67% | $1M | 27.5K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.66% | $2M | 38.8K | Q2 2026 |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.66% | $2M | 32.7K | Q1 2026OLDER |
| Royal Harbor Partners, LLC$295M AUM | 0.65% | $2M | 37.6K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 0.65% | $1M | 17.5K | Q2 2026 |
| Vectors Research Management, LLC$342M AUM | 0.64% | $2M | 43.2K | Q1 2026OLDER |
| Integrity Investment Advisors, LLC$184M AUM | 0.62% | $1M | 22.3K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.58% | $2M | 40.9K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.57% | $11M | 213.1K | Q1 2026OLDER |
| Private Wealth Advisors, LLC$356M AUM | 0.56% | $2M | 38.9K | Q1 2026OLDER |
| ENTREWEALTH, LLC$223M AUM | 0.55% | $1M | 24.1K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.54% | $2M | 39.1K | Q4 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.52% | $29M | 567.9K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.52% | $1M | 25.5K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.52% | $1M | 21.5K | Q2 2026 |
| Sonoma Allocations LLC$322M AUM | 0.52% | $2M | 28.4K | Q2 2026 |
| PCG Wealth Advisors, LLC$395M AUM | 0.51% | $2M | 39.8K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.49% | $2M | 30.1K | Q1 2026OLDER |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 0.49% | $604,131 | 11.9K | Q1 2026OLDER |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 0.48% | $1M | 26.3K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.46% | $1.2B | 24.21M | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.46% | $1M | 20.7K | Q1 2026OLDER |
| CrossGen Wealth, LLC$114M AUM | 0.45% | $515,772 | 10.2K | Q1 2026OLDER |
| Finivi Inc.$195M AUM | 0.45% | $878,411 | 14.9K | Q2 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.44% | $14M | 274.0K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.44% | $2M | 30.9K | Q1 2026OLDER |
| Elm3 Financial Group, LLC$118M AUM | 0.44% | $518,860 | 10.2K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.43% | $3M | 62.5K | Q1 2026OLDER |
| GRANVILLE CAPITAL, INC.$191M AUM | 0.42% | $812,172 | 16.0K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.41% | $2M | 36.0K | Q1 2026OLDER |
| Guardian Capital, LLC$105M AUM | 0.41% | $430,361 | 8.5K | Q1 2026OLDER |
| Exchange Bank$161M AUM | 0.40% | $641,875 | 10.9K | Q2 2026 |
| VectorGlobal IAG, Inc.$385M AUM | 0.39% | $1M | 29.3K | Q2 2026 |
| Powell Investment Advisors, LLC$290M AUM | 0.38% | $1M | 21.8K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.37% | $13M | 261.3K | Q1 2026OLDER |
| Systelligence, LLC$514M AUM | 0.37% | $2M | 37.0K | Q1 2026OLDER |
| OakTrust Wealth Advisors, LLC$110M AUM | 0.37% | $401,168 | 7.9K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.36% | $2M | 43.3K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.35% | $4M | 62.9K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 0.34% | $3M | 61.2K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.34% | $620,519 | 12.2K | Q1 2026OLDER |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 0.34% | $669,168 | 13.2K | Q1 2026OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.33% | $531,927 | 10.5K | Q1 2026OLDER |
| Mine & Arao Wealth Creation & Management, LLC.$238M AUM | 0.33% | $778,278 | 15.3K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.32% | $700,568 | 13.8K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.32% | $1M | 22.6K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.31% | $2M | 37.1K | Q1 2026OLDER |
| Rothschild Capital Partners, LLC$408M AUM | 0.30% | $1M | 24.4K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.30% | $1M | 26.8K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.30% | $358,608 | 7.1K | Q1 2026OLDER |
| Uniting Wealth Partners, LLC$470M AUM | 0.30% | $1M | 27.4K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.30% | $4M | 70.9K | Q2 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.30% | $175M | 3.65M | Q4 2025OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.29% | $2M | 30.1K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.29% | $7M | 128.1K | Q1 2026OLDER |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 0.29% | $460,999 | 9.1K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.28% | $775,715 | 15.3K | Q1 2026OLDER |
| Alpha Financial Partners LLC$169M AUM | 0.28% | $476,688 | 9.4K | Q1 2026OLDER |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 0.28% | $4M | 78.9K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.28% | $1M | 25.9K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.27% | $4M | 82.9K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.27% | $4M | 68.9K | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.27% | $7M | 137.7K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.27% | $200M | 3.94M | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.27% | $521,971 | 10.3K | Q1 2026OLDER |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 0.26% | $535,029 | 10.5K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.26% | $1M | 31.1K | Q4 2025OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.26% | $397,357 | 7.8K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.26% | $9M | 181.5K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 0.25% | $312,521 | 5.3K | Q2 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.24% | $5M | 102.1K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.24% | $3M | 44.9K | Q2 2026 |
| Helium Advisors LLC$105M AUM | 0.24% | $249,729 | 4.9K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.24% | $12M | 211.5K | Q2 2026 |
| Stone Wealth Partners$111M AUM | 0.24% | $262,091 | 5.2K | Q1 2026OLDER |
| Ameraudi Asset Management, Inc.$184M AUM | 0.24% | $432,850 | 8.5K | Q1 2026OLDER |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 0.23% | $427,241 | 9.0K | Q3 2025OLDER |
| Fairscale Capital, LLC$145M AUM | 0.23% | $331,688 | 6.5K | Q1 2026OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.22% | $683,445 | 13.5K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.22% | $9M | 184.3K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.22% | $7M | 137.8K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.21% | $442,324 | 8.7K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.21% | $613,328 | 12.1K | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.21% | $611,000 | 10.4K | Q2 2026 |
| Acorn Wealth Advisors, LLC$343M AUM | 0.21% | $724,503 | 14.3K | Q1 2026OLDER |
| 1858 WEALTH MANAGEMENT, LLC$142M AUM | 0.21% | $298,640 | 6.3K | Q3 2025OLDER |
| Accel Wealth Management$383M AUM | 0.21% | $797,874 | 15.7K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.20% | $4M | 82.6K | Q1 2026OLDER |
| Madrid Wealth Management, LLC$133M AUM | 0.20% | $270,919 | 5.3K | Q1 2026OLDER |
| Connecticut Capital Management Group, LLC$106M AUM | 0.20% | $214,730 | 4.2K | Q1 2026OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 0.20% | $291,310 | 6.1K | Q4 2025OLDER |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.20% | $821,406 | 13.9K | Q2 2026 |
| GFS Advisors, LLC$1.6B AUM | 0.19% | $2M | 7.4K | Q1 2026OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.19% | $2M | 40.7K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.19% | $38M | 743.9K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.18% | $225,730 | 4.4K | Q1 2026OLDER |
| ZEGA Investments, LLC$890M AUM | 0.18% | $2M | 32.2K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.18% | $1M | 20.6K | Q1 2026OLDER |
| BARD ASSOCIATES INC$398M AUM | 0.18% | $718,505 | 14.1K | Q1 2026OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 0.18% | $355,288 | 7.0K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.18% | $3M | 47.0K | Q2 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.18% | $2M | 49.5K | Q4 2025OLDER |
| EAGLE WEALTH STRATEGIES LLC$262M AUM | 0.18% | $461,659 | 7.8K | Q2 2026 |
| IMG Wealth Management, Inc.$157M AUM | 0.17% | $271,173 | 5.3K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.17% | $647,421 | 12.7K | Q1 2026OLDER |
| Avondale Wealth Management$203M AUM | 0.17% | $346,931 | 6.8K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 0.17% | $258,318 | 5.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.17% | $45M | 876.0K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.17% | $254,019 | 5.0K | Q1 2026OLDER |
| INSTRUMENTAL WEALTH, LLC$163M AUM | 0.17% | $271,936 | 5.4K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.17% | $3M | 63.5K | Q1 2026OLDER |
| Grandview Asset Management LLC$342M AUM | 0.17% | $565,786 | 11.1K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.17% | $510,607 | 10.0K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.17% | $203,240 | 4.0K | Q1 2026OLDER |
| Altus Wealth Group LLC$244M AUM | 0.16% | $398,859 | 7.8K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.16% | $2M | 37.6K | Q1 2026OLDER |
| First International Bank of Israel Ltd.$340M AUM | 0.16% | $551,898 | 10.9K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.16% | $319,697 | 6.3K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.15% | $1M | 28.9K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.15% | $6M | 113.4K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.15% | $1M | 26.1K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 0.15% | $284,947 | 4.8K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.15% | $102M | 2.00M | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.15% | $300,541 | 5.9K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.15% | $1M | 27.6K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.14% | $405,362 | 8.0K | Q1 2026OLDER |
| Core Wealth Advisors, Inc.$419M AUM | 0.14% | $595,087 | 11.7K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.14% | $1M | 29.5K | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.14% | $2M | 36.6K | Q1 2026OLDER |
| AMJ Financial Wealth Management$424M AUM | 0.14% | $591,225 | 11.6K | Q1 2026OLDER |
| Capstone Wealth Management Group LLC$163M AUM | 0.14% | $225,037 | 4.4K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.14% | $3M | 64.7K | Q1 2026OLDER |
| Cavalier Investments, LLC$3.7B AUM | 0.14% | $5M | 100.0K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.14% | $3M | 60.4K | Q1 2026OLDER |
| Purus Wealth Management, LLC$314M AUM | 0.13% | $421,909 | 8.3K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.13% | $4M | 74.8K | Q1 2026OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.13% | $612,921 | 12.1K | Q1 2026OLDER |
| Lakewood Asset Management LLC$156M AUM | 0.13% | $204,612 | 4.0K | Q1 2026OLDER |
| Alaska Wealth Advisors, LLC$833M AUM | 0.13% | $1M | 21.3K | Q1 2026OLDER |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 0.13% | $214,621 | 4.2K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.13% | $237,668 | 5.0K | Q4 2025OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.12% | $381,075 | 7.5K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.12% | $2M | 32.0K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.12% | $276,742 | 5.4K | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 0.12% | $274,515 | 5.7K | Q4 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.12% | $1M | 26.4K | Q1 2026OLDER |
| Envision Financial LLC$186M AUM | 0.12% | $206,000 | 4.3K | Q3 2025OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.12% | $609,720 | 12.0K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.12% | $1M | 20.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.12% | $441M | 8.68M | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.12% | $969,968 | 16.5K | Q2 2026 |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.12% | $326,810 | 6.4K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.11% | $2M | 35.9K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.11% | $229,583 | 4.8K | Q4 2025OLDER |
| Kilter Group LLC$232M AUM | 0.11% | $262,688 | 5.2K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.11% | $2M | 27.4K | Q2 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 0.11% | $307,261 | 6.5K | Q3 2025OLDER |
| Highview Capital Management LLC/DE/$275M AUM | 0.11% | $304,454 | 6.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.11% | $10M | 191.5K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 0.11% | $4M | 121.0K | Q2 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.11% | $2M | 45.7K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.11% | $213,187 | 4.2K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.11% | $1M | 26.8K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.11% | $227,281 | 4.5K | Q1 2026OLDER |
| Banque Transatlantique SA$4.2B AUM | 0.11% | $4M | 94.0K | Q1 2026OLDER |
| Bensler, LLC$969M AUM | 0.11% | $1M | 20.2K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.10% | $254,812 | 5.0K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.10% | $2M | 31.8K | Q1 2026OLDER |
| GSG Advisors LLC$385M AUM | 0.10% | $396,794 | 7.8K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.10% | $3M | 53.0K | Q2 2026 |
| FLAGSTAR ADVISORS INC$276M AUM | 0.10% | $281,558 | 5.5K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.10% | $344,284 | 5.8K | Q2 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.10% | $1M | 26.3K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.10% | $2M | 39.4K | Q1 2026OLDER |
| MATAURO, LLC$692M AUM | 0.10% | $688,418 | 13.5K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.10% | $2M | 34.7K | Q1 2026OLDER |
| Eley Financial Management, Inc$277M AUM | 0.10% | $270,055 | 5.3K | Q1 2026OLDER |
| Great Diamond Partners, LLC$520M AUM | 0.10% | $505,966 | 10.0K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.10% | $605,445 | 11.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.09% | $1.3B | 25.50M | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.09% | $3M | 50.2K | Q1 2026OLDER |
| MADDEN SECURITIES Corp$333M AUM | 0.09% | $312,482 | 6.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.09% | $34M | 665.4K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.09% | $15M | 304.5K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.09% | $389,142 | 7.7K | Q1 2026OLDER |
| NCM Capital Management, LLC$279M AUM | 0.09% | $254,335 | 5.0K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.09% | $124,129 | 2.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.09% | $19M | 379.9K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 0.09% | $575,864 | 12.1K | Q4 2025OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.09% | $736,847 | 14.5K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.09% | $2M | 31.4K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.09% | $4M | 82.0K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.09% | $240,941 | 4.7K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.09% | $3M | 48.3K | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.09% | $6M | 112.5K | Q1 2026OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 0.09% | $413,949 | 8.1K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.09% | $237,232 | 4.7K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.09% | $17M | 333.4K | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 0.08% | $565,261 | 11.1K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.08% | $252,285 | 5.3K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.08% | $3M | 51.5K | Q1 2026OLDER |
| Strategic Advisors LLC$602M AUM | 0.08% | $489,199 | 9.6K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.08% | $3M | 49.7K | Q4 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.08% | $3M | 64.3K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.08% | $299,428 | 5.1K | Q2 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.08% | $529,190 | 24.9K | Q2 2026 |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.08% | $211,126 | 4.2K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.08% | $981,161 | 19.3K | Q1 2026OLDER |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 0.08% | $508,100 | 10.0K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.07% | $1M | 27.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.07% | $52M | 1.02M | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.07% | $715,759 | 12.1K | Q2 2026 |
| Mechanics Bank Trust Department$808M AUM | 0.07% | $579,360 | 9.8K | Q2 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.07% | $5M | 102.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.07% | $66M | 1.30M | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.07% | $1M | 24.1K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.07% | $573,005 | 11.3K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.07% | $776,325 | 15.3K | Q1 2026OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 0.07% | $241,822 | 4.8K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.07% | $749,744 | 14.8K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.07% | $914,238 | 18.0K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.07% | $8M | 165.9K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.07% | $4M | 82.1K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.06% | $466,690 | 9.2K | Q1 2026OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 0.06% | $203,280 | 4.0K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.06% | $256,907 | 5.1K | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.06% | $204,815 | 4.0K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.06% | $190,557 | 3.8K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.06% | $2M | 38.0K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.06% | $251,357 | 4.9K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.06% | $7M | 152.9K | Q3 2025OLDER |
| Keystone Financial Group$1.5B AUM | 0.06% | $900,853 | 17.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.06% | $23M | 460.5K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 0.06% | $136,374 | 2.7K | Q1 2026OLDER |
| Quattro Advisors LLC$115M AUM | 0.06% | $76,819 | 1.6K | Q4 2025OLDER |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 0.06% | $200,039 | 3.9K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.06% | $3M | 51.0K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.06% | $853,252 | 16.8K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.06% | $861,176 | 16.9K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.06% | $740,935 | 13.0K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.06% | $1M | 20.3K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.06% | $268,233 | 4.8K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.06% | $75,902 | 1.49M | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.06% | $429,853 | 8.5K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.06% | $243,888 | 4.8K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.06% | $2M | 33.3K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.06% | $935,745 | 18.4K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.06% | $302,260 | 5.1K | Q2 2026 |
| DSG Capital Advisors, LLC$625M AUM | 0.06% | $349,414 | 7.3K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.06% | $208M | 4.09M | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.06% | $3M | 60.8K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.05% | $3M | 59.7K | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.05% | $88M | 1.74M | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.05% | $46M | 911.6K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.05% | $777,351 | 15.0K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.05% | $839,330 | 16.5K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.05% | $3M | 65.3K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.05% | $9M | 185.8K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.05% | $691,108 | 11.7K | Q2 2026 |
| Kraft, Davis & Associates, LLC$479M AUM | 0.05% | $247,435 | 4.4K | Q2 2026 |
| Madison Asset Management, LLC$8.1B AUM | 0.05% | $4M | 81.1K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.05% | $317,359 | 6.7K | Q3 2025OLDER |
| CHANNEL WEALTH LLC$413M AUM | 0.05% | $208,118 | 4.1K | Q1 2026OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 0.05% | $306,892 | 6.0K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.05% | $3M | 50.6K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.05% | $446,877 | 7.6K | Q2 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.05% | $28M | 544.6K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.05% | $241,882 | 4.8K | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.05% | $5M | 131.0K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.05% | $110,911 | 2.5K | Q2 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.05% | $3M | 58.0K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.05% | $1M | 21.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.05% | $4M | 75.5K | Q1 2026OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 0.05% | $552,610 | 10.9K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.05% | $329,835 | 6.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.05% | $43M | 837.1K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.04% | $2M | 31.7K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.04% | $4M | 71.9K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.04% | $394,579 | 7.1K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.04% | $2M | 47.0K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.04% | $223,976 | 4.4K | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.04% | $193,787 | 3.8K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.04% | $80M | 1.57M | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.04% | $593,314 | 11.7K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.04% | $165,908 | 3.3K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.04% | $3M | 57.5K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.04% | $743,317 | 14.6K | Q1 2026OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.04% | $232,662 | 4.6K | Q1 2026OLDER |
| SOFI WEALTH, LLC$2.1B AUM | 0.04% | $841,271 | 16.6K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.04% | $1M | 28.0K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.04% | $14M | 273.2K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.04% | $2M | 36.5K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.04% | $364,562 | 7.2K | Q1 2026OLDER |
| Knuff & Co LLC$332M AUM | 0.04% | $127,025 | 2.5K | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 0.04% | $326,598 | 5.8K | Q2 2026 |
| AllSquare Wealth Management LLC$189M AUM | 0.04% | $71,445 | 1.5K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.04% | $7M | 136.4K | Q1 2026OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.04% | $876,219 | 17.2K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 0.04% | $314,571 | 6.2K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.04% | $321,119 | 6.3K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.04% | $986,238 | 19.4K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.04% | $871,890 | 17.2K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.04% | $2M | 33.6K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.04% | $403,057 | 7.9K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.04% | $1M | 27.2K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.04% | $2M | 43.2K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.04% | $450,149 | 7.6K | Q2 2026 |
| BAYBAN$115M AUM | 0.03% | $39,987 | 787 | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.03% | $254,050 | 5.0K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.03% | $582,994 | 11.5K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.03% | $7M | 134.0K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.03% | $214,192 | 4.5K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $4M | 69.3K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 40.7K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.03% | $30M | 590.4K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.03% | $330,265 | 6.5K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.03% | $1M | 19.7K | Q2 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.03% | $458,885 | 9.0K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.6B AUM | 0.03% | $462,046 | 9.8K | Q3 2025OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.03% | $43,951 | 865 | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.03% | $4M | 83.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $167M | 3.29M | Q2 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.03% | $350,761 | 6.9K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.03% | $2M | 37.1K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.03% | $56,247 | 1.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.03% | $1M | 28.6K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.03% | $3M | 50.9K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.03% | $395,807 | 7.8K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.03% | $717,132 | 14.1K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.03% | $427,097 | 8.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.03% | $488M | 10.22M | Q1 2026OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.03% | $346,118 | 6.8K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.03% | $523,339 | 10.3K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.03% | $450,332 | 9.2K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.03% | $332,552 | 6.5K | Q1 2026OLDER |
| Security National Bank$687M AUM | 0.03% | $192,570 | 3.8K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $5M | 91.0K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 0.03% | $255,124 | 4.3K | Q2 2026 |
| Sunrise Financial Services, LLC$141M AUM | 0.03% | $38,565 | 759 | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.03% | $207,686 | 4.1K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.03% | $1M | 28.1K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.03% | $501,394 | 10.0K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.03% | $79,518 | 1.6K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 0.03% | $228,142 | 4.5K | Q1 2026OLDER |
| Parkway Wealth Management Group, LLC$791M AUM | 0.03% | $202,783 | 3.7K | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.03% | $95,523 | 1.9K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $339,435 | 6.7K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.02% | $259,660 | 4.4K | Q2 2026 |
| Triumph Capital Management$491M AUM | 0.02% | $120,420 | 2.4K | Q1 2026OLDER |
| FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM | 0.02% | $274,425 | 5.4K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 0.02% | $222,711 | 4.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $78M | 1.54M | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.02% | $16M | 319.3K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.02% | $520,691 | 10.2K | Q2 2026 |
| NWF Advisory Services Inc.$886M AUM | 0.02% | $206,291 | 4.1K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.02% | $201,341 | 4.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $6M | 125.3K | Q2 2026 |
| ProVise Management Group, LLC$1.4B AUM | 0.02% | $319,392 | 6.3K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 40.9K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.02% | $580,290 | 9.8K | Q2 2026 |
| Trust Point Inc.$1.2B AUM | 0.02% | $260,426 | 4.4K | Q2 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.02% | $13M | 265.3K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.02% | $2M | 30.5K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.02% | $28,251 | 556 | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $678,222 | 13.3K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.02% | $70,993 | 1.2K | Q2 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.02% | $34,957 | 688 | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 0.02% | $51,064 | 1.0K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.02% | $2M | 29.5K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.02% | $60,058 | 1.2K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.02% | $213,143 | 4.5K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.02% | $315M | 6.41M | Q1 2026OLDER |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 0.02% | $230,636 | 4.5K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.02% | $66,524 | 1.4K | Q4 2025OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $495,987 | 9.8K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $235,605 | 4.6K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.02% | $259,893 | 5.1K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $841,725 | 15.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $125M | 2.46M | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.02% | $5M | 90.9K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.02% | $299,691 | 5.9K | Q2 2026 |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.02% | $286,249 | 5.2K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.02% | $1M | 20.3K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.02% | $525,158 | 10.3K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $2M | 40.9K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.02% | $18,139 | 357 | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.02% | $311,427 | 6.1K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.02% | $306,256 | 6.0K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.02% | $45,271 | 891 | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.02% | $112,043 | 2.2K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.02% | $20,098 | 421 | Q4 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.02% | $7M | 149.7K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $18M | 362.2K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.02% | $44,492 | 931 | Q4 2025OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.02% | $116,355 | 2.3K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.02% | $1M | 27.4K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $360,167 | 7.1K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.02% | $217,721 | 4.3K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $30,843 | 607 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.02% | $39,404 | 776 | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.02% | $116,751 | 2.4K | Q4 2025OLDER |
| Main Street Group, LTD$340M AUM | 0.02% | $51,470 | 1.0K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $818,946 | 16.1K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $1M | 23.1K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $319,564 | 6.3K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.01% | $242 | 5.1K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $2M | 35.9K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $1M | 28.8K | Q1 2026OLDER |
| Trask Adam Roland$106M AUM | 0.01% | $15,243 | 300 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $82M | 1.61M | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.01% | $38,710 | 810 | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $61M | 1.20M | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.