ISHARES U S ETF TR
CUSIP 46431W507
Ishares U S Etf Tr has 387 institutional holders in Filings Flow’s 13F database, together reporting 50.89M shares worth $2.5B as of Q1 2026. The largest reported holders are Morgan Stanley, Clearwater Capital Advisors, LLC, and Bank Of America Corp /De/.
Institutional Holders
387
Q1 2026
Reported Value
$2.5B
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 |
|---|---|---|---|---|
| Alexander Randolph Advisory, Inc.$116M AUM | 20.23% | $23M | 461.5K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 12.79% | $158M | 3.12M | Q1 2026OLDER |
| Bramshill Investments, LLC$1.2B AUM | 10.50% | $122M | 2.40M | Q1 2026OLDER |
| Timmons Wealth Management, LLC$106M AUM | 10.02% | $11M | 208.1K | Q1 2026OLDER |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 7.26% | $8M | 163.2K | Q1 2026OLDER |
| OakTrust Wealth Advisors, LLC$110M AUM | 6.82% | $7M | 147.3K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 5.04% | $8M | 163.7K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 4.79% | $23M | 444.3K | Q2 2026 |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 3.94% | $17M | 337.5K | Q1 2026OLDER |
| UNITED SERVICES AUTOMOBILE ASSOCIATION$851M AUM | 2.93% | $25M | 490.4K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 2.90% | $8M | 161.3K | Q2 2026 |
| Kraft, Davis & Associates, LLC$479M AUM | 2.73% | $13M | 259.1K | Q2 2026 |
| Hardworking Capital Advisors, LLC$107M AUM | 2.56% | $3M | 53.7K | Q1 2026OLDER |
| Kure Advisory, LLC$184M AUM | 2.48% | $5M | 89.6K | Q1 2026OLDER |
| Values First Advisors, Inc.$192M AUM | 2.43% | $5M | 91.7K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 2.41% | $9M | 179.1K | Q1 2026OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 2.25% | $8M | 159.3K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 2.10% | $5M | 91.9K | Q1 2026OLDER |
| WJ Wealth Management, LLC$214M AUM | 2.05% | $4M | 86.0K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 2.01% | $5M | 99.4K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 1.99% | $7M | 140.0K | Q1 2026OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 1.84% | $11M | 218.9K | Q1 2026OLDER |
| Alpha Financial Advisors, LLC$326M AUM | 1.80% | $6M | 115.5K | Q1 2026OLDER |
| JACOBSON & SCHMITT ADVISORS, LLC$551M AUM | 1.71% | $9M | 185.6K | Q1 2026OLDER |
| Finhabits Advisors LLC$108M AUM | 1.66% | $2M | 35.4K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 1.60% | $4M | 75.4K | Q2 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC$122M AUM | 1.56% | $2M | 37.3K | Q1 2026OLDER |
| IRON Financial LLC$229M AUM | 1.55% | $4M | 69.6K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 1.50% | $58M | 1.14M | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 1.48% | $3M | 58.2K | Q1 2026OLDER |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 1.48% | $2M | 48.2K | Q1 2026OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 1.32% | $4M | 83.5K | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 1.24% | $8M | 154.7K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 1.23% | $17M | 335.0K | Q2 2026 |
| Realta Investment Advisors$288M AUM | 1.14% | $3M | 64.8K | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 1.11% | $3M | 50.3K | Q4 2025OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 1.07% | $2M | 41.8K | Q1 2026OLDER |
| Joel Adams & Associates, Inc.$135M AUM | 1.03% | $1M | 27.4K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 1.03% | $8M | 164.2K | Q1 2026OLDER |
| MEMBERS WEALTH LLC$182M AUM | 0.99% | $2M | 35.7K | Q2 2026 |
| WBH ADVISORY INC$1.3B AUM | 0.95% | $13M | 250.4K | Q1 2026OLDER |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 0.93% | $10M | 193.5K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.93% | $6M | 111.6K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.90% | $7M | 128.0K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.88% | $6M | 113.7K | Q1 2026OLDER |
| Infinity Wealth Counsel, LLC$124M AUM | 0.86% | $1M | 21.1K | Q2 2026 |
| Lynch Investment Planning, LLC$111M AUM | 0.86% | $955,241 | 18.8K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.85% | $1M | 23.3K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.83% | $2M | 35.5K | Q1 2026OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 0.81% | $3M | 50.2K | Q1 2026OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 0.70% | $733,397 | 14.4K | Q1 2026OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.68% | $3M | 64.1K | Q1 2026OLDER |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 0.68% | $21M | 412.1K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.68% | $13M | 248.6K | Q1 2026OLDER |
| Apex Wealth Management, LLC$146M AUM | 0.67% | $982,731 | 19.3K | Q1 2026OLDER |
| FreeGulliver LLC$237M AUM | 0.67% | $2M | 31.2K | Q1 2026OLDER |
| LANE BROTHERS & CO INC$137M AUM | 0.65% | $898,544 | 17.7K | Q1 2026OLDER |
| KKM Financial LLC$563M AUM | 0.64% | $4M | 70.6K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 0.63% | $3M | 59.7K | Q2 2026 |
| Financial Futures Ltd Liability Co.$228M AUM | 0.62% | $1M | 26.1K | Q4 2025OLDER |
| Stenger Family Office, LLC$566M AUM | 0.58% | $3M | 56.2K | Q3 2025OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.57% | $14M | 283.6K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.57% | $873,091 | 17.2K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.56% | $3M | 63.9K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.55% | $3M | 62.7K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.55% | $1M | 22.0K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.54% | $2M | 37.4K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 0.51% | $3M | 63.9K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.51% | $5M | 91.1K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.50% | $16M | 307.9K | Q1 2026OLDER |
| Aletheian Wealth Advisors LLC$234M AUM | 0.49% | $1M | 22.8K | Q2 2026 |
| Forbes Financial Planning, Inc.$173M AUM | 0.48% | $832,728 | 16.4K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.44% | $2M | 44.8K | Q2 2026 |
| Daybright Advisory Services, Inc.$361M AUM | 0.43% | $2M | 30.9K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.43% | $687,252 | 13.5K | Q1 2026OLDER |
| Luken Investment Analytics, LLC$261M AUM | 0.42% | $1M | 21.7K | Q1 2026OLDER |
| Guardian Wealth Advisors, LLC$174M AUM | 0.42% | $722,823 | 14.2K | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 0.38% | $902,068 | 17.7K | Q4 2025OLDER |
| Fortis Advisors, LLC$200M AUM | 0.37% | $741,583 | 14.6K | Q1 2026OLDER |
| Core Wealth Advisors, Inc.$419M AUM | 0.37% | $2M | 30.3K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.36% | $5M | 96.0K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.35% | $2M | 31.0K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.34% | $4M | 71.1K | Q1 2026OLDER |
| Waycross Investment Management Co$105M AUM | 0.33% | $345,373 | 6.8K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.33% | $7M | 129.9K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.33% | $4M | 73.1K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.32% | $379,992 | 7.5K | Q1 2026OLDER |
| Darrow Company, Inc.$222M AUM | 0.32% | $709,857 | 14.0K | Q1 2026OLDER |
| Atwater Malick LLC$370M AUM | 0.32% | $1M | 23.2K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.31% | $2M | 35.8K | Q2 2026 |
| KEYVANTAGE WEALTH, LLC$227M AUM | 0.31% | $705,386 | 13.9K | Q1 2026OLDER |
| Somerset Group LLC$135M AUM | 0.31% | $416,438 | 8.2K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.31% | $5M | 107.9K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 0.31% | $529,957 | 10.4K | Q4 2025OLDER |
| ETF Store, Inc.$103M AUM | 0.30% | $311,998 | 6.1K | Q1 2026OLDER |
| 4J Wealth Management LLC$176M AUM | 0.30% | $529,710 | 10.4K | Q1 2026OLDER |
| Eagle Bluffs Wealth Management LLC$257M AUM | 0.29% | $755,713 | 14.9K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.29% | $8M | 151.5K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.27% | $754,941 | 14.9K | Q1 2026OLDER |
| Stanich Group LLC$131M AUM | 0.26% | $426,651 | 8.3K | Q3 2025OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.26% | $6M | 119.4K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.26% | $1M | 21.1K | Q2 2026 |
| LANDAAS & CO /WI /ADV$456M AUM | 0.25% | $1M | 22.4K | Q1 2026OLDER |
| Valley Financial Group, Inc.$185M AUM | 0.25% | $460,768 | 9.1K | Q1 2026OLDER |
| Cross Staff Investments Inc$197M AUM | 0.24% | $482,170 | 9.5K | Q1 2026OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 0.24% | $7M | 141.3K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.24% | $352,379 | 6.9K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.21% | $1M | 27.6K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.21% | $826,221 | 16.3K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.21% | $6M | 124.7K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.20% | $263,427 | 5.2K | Q1 2026OLDER |
| PARAGON CAPITAL MANAGEMENT INC$118M AUM | 0.20% | $239,738 | 4.7K | Q1 2026OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.20% | $15M | 286.6K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.20% | $478,449 | 9.4K | Q4 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.20% | $5M | 106.1K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.20% | $6M | 126.3K | Q1 2026OLDER |
| Shum Financial Group, Inc.$141M AUM | 0.20% | $281,321 | 5.5K | Q1 2026OLDER |
| Boulder Wealth Advisors, LLC$251M AUM | 0.20% | $496,861 | 9.8K | Q1 2026OLDER |
| Oxinas Partners, LLC$219M AUM | 0.19% | $426,575 | 8.4K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.19% | $197,105 | 3.9K | Q1 2026OLDER |
| HERBST GROUP, LLC$183M AUM | 0.19% | $347,262 | 6.9K | Q2 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.18% | $208,256 | 4.1K | Q1 2026OLDER |
| Guided Capital Wealth Management, LLC$152M AUM | 0.18% | $270,595 | 5.3K | Q1 2026OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.18% | $2M | 32.9K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 0.17% | $200,698 | 3.9K | Q4 2025OLDER |
| GS Investments, Inc.$175M AUM | 0.17% | $301,960 | 5.9K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.17% | $464,327 | 9.1K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.17% | $249,092 | 4.9K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.17% | $46M | 914.4K | Q2 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.17% | $14M | 269.8K | Q1 2026OLDER |
| Syverson Strege & Co$416M AUM | 0.15% | $613,955 | 12.1K | Q1 2026OLDER |
| PLANNING ALTERNATIVES LTD /ADV$775M AUM | 0.14% | $1M | 22.0K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 0.14% | $978,777 | 19.3K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.14% | $4M | 86.7K | Q2 2026 |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.13% | $487,355 | 9.6K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.13% | $12M | 234.8K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.13% | $9M | 184.8K | Q1 2026OLDER |
| Beirne Wealth Consulting Services, LLC$354M AUM | 0.13% | $448,330 | 8.8K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.13% | $617,555 | 12.1K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.13% | $455,478 | 9.0K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.12% | $476,509 | 9.4K | Q2 2026 |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 0.12% | $284,425 | 5.6K | Q1 2026OLDER |
| Fortress Wealth Management, Inc.$225M AUM | 0.12% | $268,431 | 5.2K | Q3 2025OLDER |
| Burford Brothers, Inc.$244M AUM | 0.12% | $287,421 | 5.7K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.12% | $2M | 43.7K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 0.12% | $508,350 | 10.0K | Q1 2026OLDER |
| Members Advisory Group LLC$292M AUM | 0.12% | $307,760 | 6.0K | Q4 2025OLDER |
| Physician Wealth Solutions Inc.$242M AUM | 0.12% | $278,830 | 5.5K | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.11% | $2M | 33.1K | Q1 2026OLDER |
| Carrera Capital Advisors$649M AUM | 0.11% | $742,496 | 14.6K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.11% | $15M | 298.8K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.11% | $4M | 80.1K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.11% | $2M | 39.4K | Q1 2026OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.11% | $802,125 | 15.8K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.11% | $553,491 | 10.9K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.11% | $260,142 | 5.1K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.11% | $2M | 39.5K | Q1 2026OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.10% | $302,736 | 6.0K | Q1 2026OLDER |
| Arkfeld Wealth Strategies, L.L.C.$316M AUM | 0.10% | $326,248 | 6.4K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.10% | $701,269 | 13.8K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.10% | $8M | 156.6K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.10% | $4M | 72.0K | Q1 2026OLDER |
| Keystone Financial Group, Inc.$192M AUM | 0.10% | $192,970 | 3.8K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.10% | $4M | 78.9K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.10% | $2M | 40.4K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.10% | $854,415 | 16.8K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.09% | $4M | 77.8K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.09% | $3M | 51.0K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.09% | $3M | 49.7K | Q4 2025OLDER |
| Quartz Partners, LLC$259M AUM | 0.09% | $227,080 | 4.5K | Q1 2026OLDER |
| MERIDIAN MANAGEMENT CO$402M AUM | 0.09% | $352,590 | 6.9K | Q4 2025OLDER |
| XY Planning Network, Inc.$626M AUM | 0.09% | $545,507 | 10.8K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.09% | $3M | 49.8K | Q1 2026OLDER |
| Windsor Capital Management, LLC$385M AUM | 0.09% | $334,918 | 6.6K | Q2 2026 |
| VANCE WEALTH, LLC$346M AUM | 0.09% | $300,994 | 5.9K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.09% | $490,236 | 9.6K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.09% | $2M | 46.4K | Q1 2026OLDER |
| Hudock, Inc.$680M AUM | 0.09% | $578,119 | 11.4K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.09% | $366,905 | 7.2K | Q4 2025OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.08% | $2M | 29.9K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.08% | $2M | 49.0K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 0.08% | $205,729 | 4.0K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 0.08% | $821,810 | 16.2K | Q2 2026 |
| ONE Advisory Partners, LLC$324M AUM | 0.08% | $267,697 | 5.3K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.08% | $515,979 | 10.1K | Q3 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.08% | $2M | 43.5K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.08% | $8M | 157.3K | Q1 2026OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 0.08% | $331,952 | 6.5K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.08% | $1M | 20.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.08% | $72M | 1.41M | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.08% | $12M | 229.3K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.07% | $426,650 | 8.3K | Q3 2025OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.07% | $299,927 | 5.9K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.07% | $812,495 | 16.0K | Q2 2026 |
| CVA Family Office, LLC$950M AUM | 0.07% | $659,432 | 13.0K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.07% | $2M | 43.2K | Q1 2026OLDER |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.07% | $1M | 24.4K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.06% | $556,491 | 10.9K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.06% | $880,819 | 17.3K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 0.06% | $794,605 | 15.6K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.06% | $14M | 265.9K | Q1 2026OLDER |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC$444M AUM | 0.06% | $236,606 | 4.6K | Q3 2025OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.06% | $626,323 | 12.3K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.06% | $276,249 | 5.5K | Q2 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.06% | $20M | 397.3K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.06% | $413,385 | 8.1K | Q3 2025OLDER |
| LongView Wealth Management$398M AUM | 0.06% | $243,512 | 4.8K | Q1 2026OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 0.06% | $709,657 | 14.0K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.06% | $370,139 | 7.2K | Q3 2025OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.06% | $370,290 | 7.3K | Q1 2026OLDER |
| Madrona Financial Services, LLC$457M AUM | 0.06% | $261,038 | 5.1K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.06% | $716,079 | 14.1K | Q2 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.06% | $739,452 | 14.6K | Q2 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.06% | $700,054 | 13.8K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.06% | $420,050 | 8.3K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.06% | $116,260 | 2.3K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.05% | $234,095 | 4.6K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.05% | $1M | 26.6K | Q1 2026OLDER |
| Argos Wealth Advisors, LLC$348M AUM | 0.05% | $201,027 | 3.9K | Q4 2025OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.05% | $1M | 25.2K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.05% | $287,779 | 5.7K | Q1 2026OLDER |
| New Capital Management LP$406M AUM | 0.05% | $209,288 | 4.1K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.05% | $209,306 | 4.1K | Q4 2025OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.05% | $729,023 | 14.3K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.05% | $326,790 | 6.4K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.05% | $148,530 | 2.9K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 0.05% | $411,317 | 8.1K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.05% | $524,345 | 10.4K | Q2 2026 |
| Keystone Financial Group$1.5B AUM | 0.05% | $687,137 | 13.5K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.05% | $3M | 57.2K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.05% | $527,210 | 10.4K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.04% | $640,474 | 12.6K | Q1 2026OLDER |
| WestHill Financial Advisors, Inc.$523M AUM | 0.04% | $226,775 | 4.5K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.04% | $220,483 | 4.3K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $29M | 564.6K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.04% | $452 | 8.8K | Q4 2025OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.04% | $72,517 | 1.4K | Q4 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.04% | $2M | 32.5K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.04% | $345,424 | 6.8K | Q1 2026OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 0.04% | $671,281 | 13.2K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.04% | $8M | 149.7K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.04% | $1M | 27.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.04% | $140M | 2.75M | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 0.04% | $246,482 | 4.8K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.04% | $2M | 38.2K | Q4 2025OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.04% | $567,682 | 11.2K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.04% | $343,223 | 6.8K | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 0.03% | $257,064 | 5.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $9M | 180.1K | Q1 2026OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.03% | $134,509 | 2.6K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.03% | $2M | 35.6K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.03% | $38,126 | 750 | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.03% | $614,401 | 12.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $6M | 114.6K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.03% | $416,185 | 8.2K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.03% | $256,259 | 5.0K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 0.03% | $263,184 | 5.2K | Q4 2025OLDER |
| Advisors Preferred, LLC$679M AUM | 0.03% | $201,357 | 4.0K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 35.6K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.03% | $2M | 29.4K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.03% | $45,837 | 897 | Q4 2025OLDER |
| PlanVest Financial, Inc$131M AUM | 0.03% | $36,740 | 722 | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.03% | $2M | 47.8K | Q1 2026OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.03% | $229,774 | 4.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $141M | 2.76M | Q2 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.03% | $568,440 | 11.2K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.03% | $2M | 31.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $27M | 530.4K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $379,516 | 7.5K | Q2 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $2M | 39.0K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 43.0K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.02% | $415,932 | 8.2K | Q1 2026OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 0.02% | $543,884 | 10.7K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $1M | 20.6K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $348,779 | 6.9K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $12M | 238.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $15M | 291.9K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.02% | $257,378 | 5.1K | Q1 2026OLDER |
| BBR PARTNERS, LLC$1.8B AUM | 0.02% | $354,755 | 6.9K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $64M | 1.25M | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.02% | $251,819 | 5.0K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.02% | $93,847 | 1.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $128M | 2.51M | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 0.02% | $499,298 | 9.8K | Q4 2025OLDER |
| Hurley Capital, LLC$187M AUM | 0.02% | $34,836 | 685 | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.02% | $35,987 | 708 | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.02% | $2M | 29.7K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.02% | $7M | 137.3K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $2M | 32.5K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.02% | $317,468 | 6.2K | Q1 2026OLDER |
| Symmetry Partners, LLC$1.8B AUM | 0.02% | $307,247 | 6.0K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $458,196 | 9.0K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $12M | 236.1K | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $6M | 112.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 19.9K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.02% | $278,780 | 5.5K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $774,741 | 15.2K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.02% | $224,517 | 4.4K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $284,847 | 5.6K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $3M | 51.7K | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.01% | $235,931 | 4.6K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.01% | $747,493 | 14.6K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $6M | 127.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $12M | 232.1K | Q1 2026OLDER |
| Friedenthal Financial$199M AUM | 0.01% | $25,384 | 495 | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $145,947 | 2.9K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $56M | 1.10M | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.01% | $40,363 | 794 | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $410,537 | 8.0K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $677,290 | 13.3K | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $157,487 | 3.1K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $361,800 | 7.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $156M | 3.06M | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $545,866 | 10.7K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $334,626 | 6.6K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $237,934 | 4.7K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $216,697 | 4.3K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $271,222 | 5.3K | Q2 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $459,008 | 9.0K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.01% | $504,134 | 9.8K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $167M | 3.27M | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $6M | 123.0K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $867,697 | 17.1K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.01% | $450,474 | 8.9K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $1M | 24.4K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $208,679 | 4.1K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $357,515 | 7.0K | Q1 2026OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.01% | $262,399 | 5.1K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $8M | 165.6K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $468,481 | 9.2K | Q2 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.01% | $251,761 | 4.9K | Q3 2025OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.01% | $212,389 | 4.2K | Q2 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 22.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $32M | 629.8K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $164,587 | 3.2K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $1M | 29.5K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $277,667 | 5.5K | Q2 2026 |
| Hamrick Investment Counsel, llc$180M AUM | 0.01% | $14,743 | 290 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $56,681 | 1.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $6M | 126.7K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.01% | $224,915 | 4.4K | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $4M | 81.3K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $778,894 | 15.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 26.6K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $373,841 | 7.4K | Q2 2026 |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.01% | $10,120 | 199 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.01% | $25,640 | 500 | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $37M | 723.1K | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.01% | $25,418 | 500 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $5M | 93.2K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $10M | 197.1K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $175,660 | 3.5K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $1M | 28.7K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.01% | $52,665 | 1.0K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $722,035 | 14.2K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.01% | $932,212 | 18.3K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $264,698 | 5.2K | Q4 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $906,767 | 17.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $573,611 | 11.3K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.01% | $480,806 | 9.5K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.01% | $15,047 | 296 | Q1 2026OLDER |
| Davidson Capital Management Inc.$552M AUM | 0.01% | $28,519 | 561 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $20,256 | 395 | Q3 2025OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $310,610 | 6.1K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $87,807 | 1.7K | Q4 2025OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $228,928 | 4.5K | Q4 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $194,291 | 3.8K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $6,788 | 134 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $271,839 | 5.3K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.00% | $5,128 | 100 | Q3 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $217,875 | 4.3K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $50M | 983.4K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $658,271 | 12.9K | Q4 2025OLDER |
| DT Investment Partners, LLC$1.2B AUM | 0.00% | $31,631 | 619 | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $229,337 | 4.5K | Q4 2025OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.00% | $4,649 | 91 | Q4 2025OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $25,077 | 495 | Q2 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $6M | 121.9K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.00% | $8,845 | 174 | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.00% | $12,709 | 250 | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $3,864 | 76 | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $325,344 | 6.4K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $87,546 | 1.7K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $115M | 2.26M | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $394,531 | 7.8K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $17,076 | 333 | Q3 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $210,301 | 4.1K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.00% | $6,507 | 128 | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 0.00% | $12,461 | 132 | Q4 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $977,857 | 19.2K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $4M | 72.9K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $290,878 | 5.7K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $4,102 | 80 | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $788,807 | 15.5K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $212,043 | 4.1K | Q3 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $366,521 | 7.2K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $25,533 | 504 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 50.6K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $1M | 26.4K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $72,510 | 1.4K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $254,175 | 5.0K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $226,572 | 4.5K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $239,636 | 4.7K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.00% | $3,956 | 78 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 29.9K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $505,890 | 9.9K | Q4 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $5,134 | 101 | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $6,660 | 131 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $481,212 | 9.5K | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 0.00% | $5,110 | 100 | Q4 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $4,699 | 92 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $203,187 | 4.0K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $44,736 | 880 | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $6,676 | 131 | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $6,522 | 128 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 79.2K | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $61,307 | 1.2K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $263,404 | 5.2K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $965,009 | 19.0K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $530,768 | 10.4K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.00% | $667 | 13 | Q4 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $243,330 | 4.8K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $1,073 | 21 | Q4 2025OLDER |
| CVS HEALTH Corp$212M AUM | 0.00% | $307 | 6 | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $2,666 | 52 | Q3 2025OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $472 | 9 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 22.3K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $4,932 | 97 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $105,330 | 2.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 35.5K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $1,590 | 31 | Q3 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $253,967 | 5.0K | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $256,116 | 5.0K | Q3 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $256,400 | 5.0K | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $245,331 | 4.8K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $19,433 | 263.4K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $7,422 | 146 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $7,269 | 143 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.