INVESCO EXCH TRD SLF IDX FD
CUSIP 46138J643
Invesco Exch Trd Slf Idx Fd has 385 institutional holders in Filings Flow’s 13F database, together reporting 127.84M shares worth $2.6B as of Q1 2026. The largest reported holders are Morgan Stanley, Wells Fargo & Company/Mn, and Lpl Financial LLC.
Institutional Holders
385
Q1 2026
Reported Value
$2.6B
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 |
|---|---|---|---|---|
| Sterling Financial Group, Inc.$316M AUM | 6.37% | $20M | 977.0K | Q3 2025OLDER |
| GPM Growth Investors, Inc.$238M AUM | 5.70% | $14M | 663.9K | Q1 2026OLDER |
| TLWM$615M AUM | 5.46% | $34M | 1.65M | Q2 2026 |
| Ledgewood Wealth Advisors, LLC$188M AUM | 4.87% | $9M | 450.0K | Q2 2026 |
| TruWealth Advisors, LLC$2.1B AUM | 4.46% | $93M | 4.54M | Q1 2026OLDER |
| Farnam Financial LLC$122M AUM | 4.37% | $5M | 259.9K | Q1 2026OLDER |
| Goepper Burkhardt LLC$299M AUM | 4.23% | $13M | 620.6K | Q1 2026OLDER |
| MANCHESTER FINANCIAL INC$521M AUM | 4.03% | $21M | 1.03M | Q1 2026OLDER |
| Sound Stewardship, LLC$218M AUM | 3.96% | $9M | 422.9K | Q1 2026OLDER |
| Wilkins Miller Wealth Management, LLC$165M AUM | 3.79% | $6M | 306.7K | Q1 2026OLDER |
| NorthAvenue LLC$126M AUM | 3.64% | $5M | 224.4K | Q1 2026OLDER |
| Meriwether Wealth & Planning, LLC$202M AUM | 3.49% | $7M | 346.0K | Q2 2026 |
| Fusion Family Wealth, LLC$1.3B AUM | 3.43% | $46M | 2.25M | Q1 2026OLDER |
| Coastline Complete Wealth LLC$161M AUM | 3.21% | $5M | 253.2K | Q1 2026OLDER |
| Red Spruce Capital, LLC$287M AUM | 3.13% | $9M | 441.2K | Q2 2026 |
| Infinity Wealth Counsel, LLC$124M AUM | 3.07% | $4M | 186.7K | Q2 2026 |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 3.02% | $11M | 541.7K | Q1 2026OLDER |
| SNS Financial Group, LLC$1.2B AUM | 2.99% | $35M | 1.70M | Q1 2026OLDER |
| First International Bank of Israel Ltd.$340M AUM | 2.99% | $10M | 498.0K | Q1 2026OLDER |
| Straight Path Wealth Management$374M AUM | 2.94% | $11M | 539.2K | Q1 2026OLDER |
| Cornerstone Planning, LLC$443M AUM | 2.88% | $13M | 622.6K | Q1 2026OLDER |
| Ark Wealth Advisors LLC$101M AUM | 2.86% | $3M | 141.2K | Q1 2026OLDER |
| Horizons Wealth Management$152M AUM | 2.71% | $4M | 202.1K | Q1 2026OLDER |
| Hills Bank & Trust Co$2.1B AUM | 2.45% | $51M | 2.48M | Q1 2026OLDER |
| KIRR MARBACH & CO LLC /IN/$549M AUM | 2.40% | $13M | 644.9K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 2.36% | $7M | 347.7K | Q1 2026OLDER |
| Carmel Capital Partners, LLC$277M AUM | 2.34% | $6M | 317.9K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 2.31% | $5M | 269.1K | Q1 2026OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 2.28% | $3M | 126.6K | Q1 2026OLDER |
| Legacy Financial Group LLC$795M AUM | 2.24% | $18M | 873.0K | Q1 2026OLDER |
| Carroll Advisory Group, LLC$258M AUM | 2.19% | $6M | 276.2K | Q1 2026OLDER |
| AMJ Financial Wealth Management$424M AUM | 2.16% | $9M | 449.4K | Q1 2026OLDER |
| Financially in Tune, LLC$116M AUM | 2.09% | $2M | 118.8K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 2.08% | $3M | 144.6K | Q1 2026OLDER |
| Pacific Wealth Strategies Group, Inc.$174M AUM | 2.02% | $4M | 172.5K | Q2 2026 |
| Clark Asset Management, LLC$1.3B AUM | 2.01% | $26M | 1.26M | Q2 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 1.98% | $26M | 1.25M | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 1.96% | $24M | 1.15M | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 1.83% | $10M | 512.7K | Q1 2026OLDER |
| Wagner Wealth Management, Corp$111M AUM | 1.69% | $2M | 92.0K | Q1 2026OLDER |
| Livet Wealth, LLC$157M AUM | 1.64% | $3M | 126.0K | Q1 2026OLDER |
| Paradiem, LLC$454M AUM | 1.58% | $7M | 350.6K | Q1 2026OLDER |
| Decker Wealth Management LLC$456M AUM | 1.57% | $7M | 347.8K | Q1 2026OLDER |
| Genesis Wealth Advisors, LLC$150M AUM | 1.52% | $2M | 111.5K | Q1 2026OLDER |
| SEMITAM BONAM LLC$122M AUM | 1.51% | $2M | 90.3K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 1.44% | $7M | 340.2K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 1.39% | $7M | 333.4K | Q1 2026OLDER |
| Parisi Gray Wealth Management$487M AUM | 1.36% | $7M | 325.9K | Q2 2026 |
| Rothschild Wealth LLC$1.1B AUM | 1.33% | $15M | 718.9K | Q1 2026OLDER |
| MORTON COMMUNITY BANK$460M AUM | 1.26% | $6M | 283.0K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 1.20% | $4M | 174.1K | Q1 2026OLDER |
| ArborFi Advisors, LLC$122M AUM | 1.19% | $1M | 71.1K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 1.17% | $2M | 87.3K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 1.15% | $9M | 453.3K | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 1.14% | $17M | 821.6K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 1.10% | $16M | 769.8K | Q1 2026OLDER |
| SFE Investment Counsel$635M AUM | 1.10% | $7M | 340.8K | Q1 2026OLDER |
| Leisure Capital Management$286M AUM | 1.08% | $3M | 151.0K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 1.06% | $1M | 55.2K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 1.02% | $4M | 218.0K | Q1 2026OLDER |
| Financial Solutions Advisory Group, Inc.$723M AUM | 1.01% | $7M | 358.4K | Q2 2026 |
| S.E.E.D. Planning Group LLC$344M AUM | 1.01% | $3M | 169.8K | Q1 2026OLDER |
| Gilbert Capital Group, Inc.$129M AUM | 1.00% | $1M | 63.6K | Q1 2026OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.96% | $2M | 75.9K | Q4 2025OLDER |
| Oder Investment Management, LLC$130M AUM | 0.90% | $1M | 57.3K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.89% | $2M | 81.4K | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 0.88% | $7M | 364.1K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.87% | $3M | 148.5K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.84% | $17M | 820.3K | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.83% | $10M | 467.3K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.82% | $1M | 52.4K | Q1 2026OLDER |
| EVEXIA WEALTH LLC$364M AUM | 0.81% | $3M | 143.4K | Q1 2026OLDER |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 0.80% | $1M | 49.0K | Q1 2026OLDER |
| Tenon Financial LLC$255M AUM | 0.78% | $2M | 97.2K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.77% | $6M | 287.2K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.75% | $1M | 69.3K | Q1 2026OLDER |
| TFR Capital, LLC.$326M AUM | 0.74% | $2M | 118.3K | Q1 2026OLDER |
| Gambit Capital Management, LLC$145M AUM | 0.72% | $1M | 51.5K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.70% | $7M | 360.1K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.68% | $5M | 243.2K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.66% | $3M | 145.2K | Q1 2026OLDER |
| Souders Financial Advisors$876M AUM | 0.65% | $6M | 278.0K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 0.64% | $5M | 222.3K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.63% | $8M | 396.4K | Q1 2026OLDER |
| CONTINUUM WEALTH ADVISORS, LLC$241M AUM | 0.62% | $1M | 73.3K | Q1 2026OLDER |
| JM2 Capital Inc.$121M AUM | 0.62% | $743,518 | 36.4K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.61% | $66M | 3.26M | Q1 2026OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.60% | $3M | 129.9K | Q1 2026OLDER |
| Tempo Wealth, LLC$573M AUM | 0.60% | $3M | 168.6K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.58% | $3M | 137.2K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.58% | $892,001 | 43.7K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.54% | $5M | 265.8K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 0.54% | $3M | 156.2K | Q2 2026 |
| ProVise Management Group, LLC$1.4B AUM | 0.53% | $7M | 361.4K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 0.52% | $3M | 139.8K | Q2 2026 |
| HANOVER ADVISORS INC$246M AUM | 0.52% | $1M | 62.4K | Q1 2026OLDER |
| FCA CORP /TX$354M AUM | 0.51% | $2M | 88.8K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.51% | $886,735 | 43.4K | Q1 2026OLDER |
| DAVIS R M INC$5.6B AUM | 0.47% | $26M | 1.30M | Q1 2026OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.47% | $11M | 539.7K | Q1 2026OLDER |
| Newport Capital Group, LLC$164M AUM | 0.43% | $712,026 | 34.9K | Q1 2026OLDER |
| 4Thought Financial Group Inc.$202M AUM | 0.43% | $868,141 | 42.5K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.43% | $2M | 73.9K | Q2 2026 |
| NewCorp Financial Services, Inc.$115M AUM | 0.42% | $487,670 | 23.9K | Q1 2026OLDER |
| Redmond Asset Management, LLC$366M AUM | 0.42% | $2M | 75.6K | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 0.42% | $1M | 63.5K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 0.42% | $3M | 156.9K | Q1 2026OLDER |
| Oliver Luxxe Assets LLC$680M AUM | 0.41% | $3M | 138.6K | Q2 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH$411M AUM | 0.40% | $2M | 81.4K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 0.40% | $2M | 74.3K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.40% | $686,478 | 33.6K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.39% | $9M | 434.6K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.38% | $2M | 105.3K | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 0.37% | $726,242 | 35.6K | Q1 2026OLDER |
| Western Financial Corp/CA$255M AUM | 0.37% | $938,974 | 46.0K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.36% | $3M | 125.9K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.35% | $5M | 239.5K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.34% | $1M | 72.3K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.33% | $29M | 1.42M | Q1 2026OLDER |
| Motley Fool Wealth Management, LLC$884M AUM | 0.33% | $5M | 234.4K | Q3 2025OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.32% | $2M | 96.2K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 0.31% | $878,055 | 43.0K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.31% | $101M | 4.92M | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.30% | $1M | 63.6K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 0.29% | $555,151 | 27.2K | Q2 2026 |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.28% | $1M | 50.3K | Q1 2026OLDER |
| Meridian Financial Partners LLC$263M AUM | 0.28% | $738,409 | 36.1K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.27% | $516,477 | 25.3K | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.27% | $2M | 93.7K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.27% | $47M | 2.31M | Q1 2026OLDER |
| Sensible Money, LLC$329M AUM | 0.26% | $862,245 | 42.2K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.26% | $5M | 226.4K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.26% | $910,211 | 44.5K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.24% | $2M | 121.2K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.24% | $3M | 148.0K | Q1 2026OLDER |
| Legacy Wealth Management, LLC / MS$390M AUM | 0.24% | $932,623 | 45.8K | Q2 2026 |
| Cordatus Wealth Management LLC$420M AUM | 0.24% | $998,697 | 48.9K | Q1 2026OLDER |
| ASL Financial, LLC$125M AUM | 0.24% | $294,152 | 14.4K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.23% | $12M | 579.3K | Q1 2026OLDER |
| MEMBERS WEALTH LLC$182M AUM | 0.22% | $409,230 | 20.1K | Q2 2026 |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.22% | $3M | 147.8K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.22% | $561,276 | 27.5K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.22% | $1M | 50.6K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.22% | $728,005 | 35.6K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.21% | $514,083 | 25.2K | Q1 2026OLDER |
| Brown Financial Advisory$202M AUM | 0.21% | $423,451 | 20.7K | Q1 2026OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 0.21% | $1M | 70.7K | Q1 2026OLDER |
| Tassel Capital Management, Inc.$184M AUM | 0.20% | $375,471 | 18.4K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.20% | $967,493 | 47.4K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.20% | $8M | 401.0K | Q1 2026OLDER |
| Adalta Capital Management LLC$209M AUM | 0.20% | $438,574 | 21.3K | Q4 2025OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.19% | $5M | 242.6K | Q2 2026 |
| Heritage Trust Co$997M AUM | 0.19% | $2M | 92.9K | Q1 2026OLDER |
| SAWGRASS ASSET MANAGEMENT LLC$664M AUM | 0.19% | $1M | 60.8K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.18% | $4M | 212.9K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.18% | $2M | 73.9K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.18% | $847,371 | 41.5K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.18% | $198,401 | 9.7K | Q1 2026OLDER |
| River Wealth Advisors LLC$871M AUM | 0.17% | $1M | 71.4K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.17% | $557,752 | 27.3K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.16% | $1M | 49.2K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.16% | $2M | 110.6K | Q1 2026OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.16% | $758,714 | 37.1K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.15% | $281,704 | 13.8K | Q1 2026OLDER |
| Sun Financial Inc$200M AUM | 0.15% | $303,602 | 14.9K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.15% | $1M | 56.2K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.14% | $543,583 | 26.6K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.14% | $11M | 549.8K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.14% | $12M | 568.2K | Q4 2025OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.14% | $7M | 343.3K | Q1 2026OLDER |
| Davis Capital Management$169M AUM | 0.14% | $230,675 | 11.3K | Q2 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.13% | $1M | 64.8K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.13% | $342,396 | 16.8K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.13% | $6M | 312.1K | Q1 2026OLDER |
| Yoder Wealth Management, Inc.$219M AUM | 0.13% | $274,689 | 13.4K | Q1 2026OLDER |
| Insight Wealth Partners, LLC$713M AUM | 0.12% | $883,581 | 43.3K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.12% | $851,393 | 41.7K | Q1 2026OLDER |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 0.12% | $558,128 | 27.3K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.12% | $232,087 | 11.4K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.12% | $11M | 526.1K | Q1 2026OLDER |
| Foundry Financial Group, Inc.$202M AUM | 0.11% | $227,798 | 11.2K | Q1 2026OLDER |
| LANDAAS & CO /WI /ADV$456M AUM | 0.11% | $505,735 | 24.8K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 0.11% | $853,559 | 41.8K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.11% | $19M | 930.7K | Q1 2026OLDER |
| Argentarii, LLC$286M AUM | 0.10% | $320,495 | 15.6K | Q4 2025OLDER |
| Darden Wealth Group Inc$196M AUM | 0.10% | $204,230 | 10.0K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.10% | $8M | 391.2K | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 0.10% | $2M | 79.6K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.10% | $149,407 | 7.3K | Q1 2026OLDER |
| Altus Wealth Group LLC$244M AUM | 0.10% | $245,235 | 12.0K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.10% | $3M | 132.3K | Q1 2026OLDER |
| Goodman Financial Corp$582M AUM | 0.10% | $577,501 | 28.3K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.09% | $4M | 200.3K | Q1 2026OLDER |
| Wealth Advisors of Iowa, LLC$323M AUM | 0.09% | $300,014 | 14.7K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.09% | $341,758 | 16.7K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.08% | $693,321 | 33.9K | Q1 2026OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.08% | $240,607 | 11.7K | Q3 2025OLDER |
| &PARTNERS$20.2B AUM | 0.08% | $17M | 826.5K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.08% | $3M | 140.1K | Q2 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.08% | $3M | 148.8K | Q2 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.08% | $3M | 145.3K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.08% | $229,147 | 11.2K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.07% | $1M | 55.8K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.07% | $1M | 59.6K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 0.07% | $486,088 | 23.8K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.07% | $13M | 633.8K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.07% | $680,883 | 33.3K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.07% | $3M | 138.3K | Q4 2025OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.07% | $811,467 | 39.7K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.07% | $198,266 | 9.7K | Q1 2026OLDER |
| Northeast Financial Group, Inc.$404M AUM | 0.07% | $268,970 | 13.2K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.07% | $312,379 | 15.3K | Q2 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.07% | $2M | 115.1K | Q2 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.06% | $23M | 1.13M | Q1 2026OLDER |
| SMI Advisory Services, LLC$617M AUM | 0.06% | $386,490 | 19.0K | Q2 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 0.06% | $587,404 | 28.8K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 0.06% | $218,863 | 10.7K | Q2 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.06% | $4M | 180.7K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.06% | $3M | 167.7K | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.06% | $647,368 | 31.7K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.06% | $203,849 | 9.9K | Q3 2025OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.06% | $207,346 | 10.1K | Q3 2025OLDER |
| ETF Portfolio Partners, Inc.$381M AUM | 0.05% | $202,474 | 9.9K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.05% | $307,877 | 15.1K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.05% | $202,739 | 9.9K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.05% | $277,902 | 13.5K | Q4 2025OLDER |
| Crews Bank & Trust$766M AUM | 0.05% | $367,894 | 18.1K | Q2 2026 |
| RIA Advisory Group LLC$421M AUM | 0.05% | $200,779 | 9.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.05% | $13M | 635.4K | Q2 2026 |
| Keel Point, LLC$1.5B AUM | 0.05% | $708,576 | 34.7K | Q2 2026 |
| Atria Investments, Inc$8.9B AUM | 0.05% | $4M | 203.8K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.05% | $364,796 | 17.9K | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.04% | $166,468 | 8.2K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.04% | $3M | 166.4K | Q1 2026OLDER |
| Integris Wealth Management, LLC$495M AUM | 0.04% | $209,490 | 10.3K | Q2 2026 |
| Berkshire Money Management, Inc.$976M AUM | 0.04% | $411,708 | 20.2K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.04% | $297,925 | 14.6K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.04% | $422,985 | 20.8K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.04% | $156M | 7.65M | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.04% | $891,669 | 43.7K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.04% | $761,383 | 37.3K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.04% | $251,846 | 12.3K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.04% | $175,209 | 8.6K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.04% | $127M | 6.21M | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.04% | $947,811 | 46.4K | Q2 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.04% | $520,023 | 25.5K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.04% | $2M | 89.8K | Q1 2026OLDER |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.04% | $63,000 | 3.1K | Q2 2026 |
| United Community Bank$300M AUM | 0.04% | $112,327 | 5.5K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.04% | $601,437 | 29.4K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.04% | $204,230 | 10.0K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.04% | $485,276 | 23.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $24M | 1.20M | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.04% | $218,914 | 10.7K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.04% | $4M | 217.9K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.03% | $200,249 | 9.7K | Q3 2025OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.03% | $553,524 | 27.1K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.03% | $828,827 | 40.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $9M | 434.9K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.03% | $214,611 | 10.4K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $7M | 326.4K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.03% | $74,238 | 3.6K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $161M | 7.88M | Q2 2026 |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.03% | $204,492 | 10.0K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.03% | $74,052 | 3.6K | Q3 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.03% | $18M | 895.1K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.03% | $5M | 262.8K | Q1 2026OLDER |
| Strid Group, LLC$807M AUM | 0.03% | $228,961 | 11.2K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.03% | $465,251 | 22.8K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.03% | $541,356 | 26.5K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.03% | $995,646 | 48.8K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.03% | $499,118 | 24.4K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 0.03% | $397,484 | 19.5K | Q2 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.03% | $15M | 715.3K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.03% | $27,183 | 1.3K | Q1 2026OLDER |
| Certified Advisory Corp$1.2B AUM | 0.02% | $299,997 | 14.7K | Q2 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $4M | 179.2K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.02% | $311,266 | 15.2K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $261,435 | 12.8K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $3M | 153.5K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $607,380 | 29.7K | Q2 2026 |
| Blueprint Investment Partners LLC$980M AUM | 0.02% | $214,611 | 10.4K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 72.3K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.02% | $271,302 | 13.2K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $23M | 1.13M | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 49.2K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.02% | $270,260 | 13.2K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.02% | $364,143 | 17.7K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.02% | $7M | 363.4K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.02% | $296,867 | 14.4K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $13M | 637.8K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.02% | $26,550 | 1.3K | Q1 2026OLDER |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 0.02% | $336,163 | 16.5K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $282,376 | 13.8K | Q1 2026OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.01% | $215,785 | 10.5K | Q4 2025OLDER |
| Apella Capital, LLC$7.1B AUM | 0.01% | $1M | 51.8K | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $98M | 4.81M | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $455,846 | 22.3K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.01% | $3M | 128.7K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $454,652 | 22.1K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $730,493 | 35.9K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $1M | 58.4K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $2M | 82.9K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.01% | $16,339 | 800 | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.01% | $126,406 | 6.2K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $602,475 | 29.2K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $72M | 3.53M | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $66,517 | 3.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $10M | 472.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $178M | 8.63M | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 51.9K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $749,749 | 36.7K | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.01% | $78,752 | 3.9K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $9M | 451.6K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $366,280 | 17.9K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.01% | $284,411 | 13.9K | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.01% | $852,233 | 41.8K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $480,263 | 23.6K | Q2 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $307,764 | 14.9K | Q4 2025OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $604,952 | 29.6K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.01% | $2M | 102.8K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.01% | $501,425 | 24.6K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.01% | $19,912 | 975 | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $218,424 | 10.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $43M | 2.12M | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $209,601 | 10.3K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $225,082 | 11.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $503,712 | 24.7K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $1M | 73.4K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $450,552 | 22.1K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $571,341 | 28.0K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.01% | $111,956 | 5.5K | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $91M | 4.47M | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.01% | $245,438 | 12.0K | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $24M | 1.18M | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.01% | $20,007 | 973 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $12M | 593.4K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $476,795 | 23.3K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $81,292 | 4.0K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.01% | $825,253 | 40.4K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $102,896 | 5.0K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.01% | $35,332 | 1.7K | Q1 2026OLDER |
| West Branch Capital LLC$430M AUM | 0.01% | $22,086 | 1.1K | Q2 2026 |
| City State Bank$385M AUM | 0.01% | $19,749 | 967 | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $215,573 | 10.6K | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.00% | $526,930 | 25.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 110.9K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $251,946 | 12.4K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $577,549 | 28.3K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $675,673 | 33.1K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $17M | 854.4K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.00% | $6,489 | 6.5K | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $567,554 | 27.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $716,502 | 35.1K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $906,008 | 44.0K | Q4 2025OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.00% | $207,641 | 10.2K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $289,067 | 14.2K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $260,565 | 12.8K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $144,860 | 7.1K | Q1 2026OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.00% | $63,066 | 3.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $330,070 | 16.2K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $9,888 | 480 | Q4 2025OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $15,032 | 736 | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $81,360 | 4.0K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $43,938 | 2.1K | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $5M | 228.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $151,460 | 7.4K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 92.9K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.00% | $413,116 | 20.2K | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 0.00% | $5,106 | 250 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 114.5K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $226,712 | 11.1K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $217,927 | 10.7K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $136,160 | 6.7K | Q2 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $69,438 | 3.4K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $358,220 | 17.6K | Q2 2026 |
| Community Bank, N.A.$840M AUM | 0.00% | $14,702 | 720 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $838,219 | 41.0K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $837,608 | 41.0K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $1,879 | 92 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 91.4K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $342,496 | 16.6K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $950,303 | 46.5K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $13,662 | 669 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $8,844 | 433 | Q1 2026OLDER |
| GS Investments, Inc.$175M AUM | 0.00% | $1,532 | 75 | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $28,460 | 1.4K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $32,779 | 1.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $516,005 | 25.3K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $17,208 | 845 | Q2 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $8,961 | 440 | Q2 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 188.7K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $296,090 | 14.5K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $1,266 | 62 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 181.9K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $7,923 | 388 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $234,354 | 11.5K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $10,755 | 522 | Q4 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $2,325 | 113 | Q1 2026OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.00% | $907 | 44 | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $2,655 | 130 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $775,278 | 38.0K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $14,585 | 708 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $129,216 | 6.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 49.9K | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $29,225 | 1.4K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $535 | 26 | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $11,845 | 580 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $30,405 | 1.5K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $823 | 40 | Q3 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $2,390 | 116 | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $250,166 | 12.1K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $46,209 | 2.3K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $40,274 | 2.0K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $155,900 | 7.6K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $29,673 | 1.5K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.