J P MORGAN EXCHANGE TRADED F
CUSIP 46641Q647
J P Morgan Exchange Traded F has 488 institutional holders in Filings Flow’s 13F database, together reporting 96.62M shares worth $4.8B as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Lpl Financial LLC, and Northwestern Mutual Wealth Management Co.
Institutional Holders
488
Q1 2026
Reported Value
$4.8B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Nolet Wealth Management, LLC$176M AUM | 13.34% | $23M | 469.0K | Q1 2026OLDER |
| PW ADVISORS, LLC \ FL$133M AUM | 11.14% | $15M | 297.4K | Q1 2026OLDER |
| G2 CAPITAL MANAGEMENT, LLC / OH$411M AUM | 9.70% | $40M | 797.9K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 8.91% | $213M | 4.26M | Q1 2026OLDER |
| INVENIO WEALTH PARTNERS LLC$252M AUM | 7.55% | $19M | 380.5K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 7.54% | $37M | 728.1K | Q2 2026 |
| 21 West Wealth Management LLC$108M AUM | 7.12% | $8M | 153.4K | Q1 2026OLDER |
| Asio Capital, LLC$712M AUM | 6.45% | $46M | 918.1K | Q1 2026OLDER |
| Stephens Consulting, LLC$309M AUM | 6.09% | $19M | 372.9K | Q4 2025OLDER |
| Smith & Howard Wealth Management, LLC$462M AUM | 4.85% | $22M | 448.9K | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 4.81% | $25M | 491.4K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 4.51% | $70M | 1.41M | Q1 2026OLDER |
| Hartford Financial Management Inc.$392M AUM | 3.62% | $14M | 284.5K | Q1 2026OLDER |
| HTG Investment Advisors, Inc.$352M AUM | 3.37% | $12M | 236.9K | Q1 2026OLDER |
| Red Mountain Financial, LLC$106M AUM | 3.33% | $4M | 70.7K | Q1 2026OLDER |
| KEYVANTAGE WEALTH, LLC$227M AUM | 3.09% | $7M | 140.5K | Q1 2026OLDER |
| AllGen Financial Advisors, Inc.$422M AUM | 3.00% | $13M | 250.3K | Q4 2025OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 2.75% | $19M | 378.9K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 2.72% | $8M | 155.8K | Q1 2026OLDER |
| Shotwell Rutter Baer Inc$170M AUM | 2.70% | $5M | 92.0K | Q1 2026OLDER |
| Leverty Financial Group, LLC$452M AUM | 2.70% | $12M | 244.1K | Q1 2026OLDER |
| Boulder Wealth Advisors, LLC$251M AUM | 2.59% | $7M | 130.1K | Q1 2026OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 2.51% | $16M | 316.9K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 2.48% | $16M | 325.7K | Q1 2026OLDER |
| Dodds Wealth, LLC$407M AUM | 2.48% | $10M | 202.2K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 2.44% | $30M | 591.1K | Q1 2026OLDER |
| Clear Trail Advisors, LLC$601M AUM | 2.37% | $14M | 285.2K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 2.32% | $12M | 232.2K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 2.31% | $21M | 413.2K | Q1 2026OLDER |
| Harbor Group, Inc.$692M AUM | 2.23% | $15M | 309.1K | Q1 2026OLDER |
| FMA Wealth Management, LLC$156M AUM | 2.20% | $3M | 67.9K | Q2 2026 |
| 1015 Capital Partners, LLC$103M AUM | 2.11% | $2M | 43.5K | Q1 2026OLDER |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC$154M AUM | 2.06% | $3M | 63.5K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 2.03% | $10M | 198.9K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 1.94% | $24M | 480.4K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 1.90% | $9M | 185.6K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 1.80% | $16M | 323.8K | Q1 2026OLDER |
| Valor Advisors LLC$119M AUM | 1.74% | $2M | 41.1K | Q2 2026 |
| Bridgewater Advisors Inc.$1.7B AUM | 1.73% | $29M | 580.2K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 1.70% | $62M | 1.24M | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 1.70% | $12M | 234.8K | Q1 2026OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 1.60% | $19M | 384.6K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 1.59% | $14M | 288.2K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 1.59% | $7M | 130.9K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 1.58% | $11M | 225.7K | Q1 2026OLDER |
| New Insight Wealth Advisors$279M AUM | 1.57% | $4M | 87.8K | Q1 2026OLDER |
| Oakwell Private Wealth Management, LLC$560M AUM | 1.56% | $9M | 174.5K | Q1 2026OLDER |
| Timmons Wealth Management, LLC$106M AUM | 1.55% | $2M | 32.7K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 1.53% | $6M | 110.3K | Q1 2026OLDER |
| Equity Wealth Partners, LLC$155M AUM | 1.46% | $2M | 45.1K | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 1.41% | $7M | 140.6K | Q3 2025OLDER |
| Newman Dignan & Sheerar, Inc.$475M AUM | 1.38% | $7M | 130.8K | Q1 2026OLDER |
| Marmo Financial Group, LLC$202M AUM | 1.37% | $3M | 55.4K | Q1 2026OLDER |
| Obsidian Personal Planning Solutions LLC$288M AUM | 1.34% | $4M | 76.1K | Q3 2025OLDER |
| Storgate, LLC$127M AUM | 1.30% | $2M | 33.1K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 1.29% | $5M | 98.2K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 1.28% | $17M | 345.2K | Q2 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 1.22% | $2M | 42.6K | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 1.21% | $7M | 141.5K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 1.20% | $63M | 1.27M | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 1.20% | $4M | 89.7K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 1.19% | $3M | 60.0K | Q1 2026OLDER |
| Boyce & Associates Wealth Consulting, Inc.$132M AUM | 1.14% | $2M | 30.2K | Q1 2026OLDER |
| Uniting Wealth Partners, LLC$470M AUM | 1.14% | $5M | 107.2K | Q1 2026OLDER |
| Carter Financial, LLC$115M AUM | 1.12% | $1M | 25.7K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 1.11% | $14M | 271.2K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 1.10% | $13M | 262.3K | Q1 2026OLDER |
| Impact Investors, Inc$144M AUM | 1.09% | $2M | 31.4K | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 1.06% | $2M | 46.5K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 1.04% | $15M | 289.7K | Q2 2026 |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 1.03% | $11M | 217.6K | Q1 2026OLDER |
| Crumly & Associates Inc.$522M AUM | 1.02% | $5M | 105.5K | Q2 2026 |
| Whitegate Investment Counselors, Inc.$315M AUM | 0.90% | $3M | 56.5K | Q1 2026OLDER |
| Juno Financial Group LLC$255M AUM | 0.86% | $2M | 43.7K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.82% | $5M | 104.1K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 0.82% | $7M | 132.9K | Q1 2026OLDER |
| Boston Standard Wealth Management, LLC$689M AUM | 0.80% | $6M | 109.9K | Q2 2026 |
| Investment Planning Advisors, Inc.$363M AUM | 0.80% | $3M | 58.4K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.78% | $34M | 680.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.76% | $24M | 479.1K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.76% | $39M | 775.3K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.76% | $7M | 144.6K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.75% | $24M | 476.7K | Q1 2026OLDER |
| Mills Wealth Advisors LLC$318M AUM | 0.75% | $2M | 43.0K | Q1 2026OLDER |
| Cyr Financial Inc.$170M AUM | 0.74% | $1M | 25.3K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.73% | $7M | 134.6K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.73% | $2M | 46.8K | Q1 2026OLDER |
| Tenzing Financial LLC$146M AUM | 0.71% | $869,105 | 17.2K | Q4 2025OLDER |
| Presidio Capital Management, LLC$344M AUM | 0.70% | $2M | 48.1K | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.69% | $4M | 89.4K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.68% | $3M | 60.4K | Q1 2026OLDER |
| Summit Financial Strategies, Inc.$1.3B AUM | 0.62% | $8M | 157.5K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.62% | $9M | 184.3K | Q2 2026 |
| Cauble & Harre Wealth Management, Inc.$126M AUM | 0.62% | $774,004 | 15.4K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.62% | $16M | 312.2K | Q2 2026 |
| CROBAN$213M AUM | 0.61% | $1M | 25.9K | Q1 2026OLDER |
| Prentice Wealth Management LLC$443M AUM | 0.58% | $3M | 51.8K | Q1 2026OLDER |
| Beta Wealth Group, Inc.$242M AUM | 0.57% | $1M | 27.6K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.54% | $10M | 190.8K | Q1 2026OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 0.51% | $1M | 20.1K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.51% | $6M | 112.8K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.49% | $10M | 197.9K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.49% | $4M | 72.3K | Q1 2026OLDER |
| Clarity Retirement & Wealth, LLC$124M AUM | 0.47% | $585,333 | 11.7K | Q1 2026OLDER |
| Jeter Robert S II$100M AUM | 0.47% | $470,342 | 9.3K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 0.46% | $591,415 | 11.7K | Q4 2025OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.46% | $10M | 199.4K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.46% | $2M | 30.7K | Q1 2026OLDER |
| OPAL CAPITAL LLC$565M AUM | 0.45% | $2M | 35.6K | Q4 2025OLDER |
| FF Advisors,LLC$247M AUM | 0.45% | $1M | 22.1K | Q1 2026OLDER |
| Kooman & Associates$335M AUM | 0.45% | $1M | 29.9K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.44% | $954,790 | 19.1K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.43% | $1M | 26.3K | Q1 2026OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.41% | $2M | 36.0K | Q1 2026OLDER |
| Friday Financial$373M AUM | 0.41% | $2M | 30.2K | Q2 2026 |
| Bernardo Wealth Planning LLC$511M AUM | 0.41% | $2M | 41.6K | Q1 2026OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.40% | $1M | 29.0K | Q1 2026OLDER |
| Tandem Financial, LLC$314M AUM | 0.40% | $1M | 25.2K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.40% | $50M | 1.00M | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.40% | $2M | 46.5K | Q1 2026OLDER |
| Forum Private Client Group LLC$300M AUM | 0.39% | $1M | 23.6K | Q1 2026OLDER |
| Compass Wealth Management, LLC/GA$234M AUM | 0.39% | $906,651 | 18.1K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.39% | $3M | 58.8K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.38% | $3M | 67.4K | Q1 2026OLDER |
| Mallini Complete Financial Planning LLC$140M AUM | 0.38% | $536,943 | 10.6K | Q2 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.37% | $44M | 876.7K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.37% | $1M | 22.3K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.37% | $4M | 71.7K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.35% | $6M | 125.6K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.35% | $7M | 134.7K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.35% | $40M | 797.3K | Q1 2026OLDER |
| Cedar Point Capital Partners, LLC$154M AUM | 0.35% | $534,544 | 10.7K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.34% | $24M | 481.6K | Q1 2026OLDER |
| Marion Wealth Management$451M AUM | 0.34% | $2M | 30.5K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.33% | $648,059 | 13.0K | Q1 2026OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 0.31% | $351,680 | 7.0K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.31% | $6M | 126.6K | Q3 2025OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.31% | $2M | 41.8K | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 0.31% | $4M | 82.9K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.30% | $4M | 81.7K | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 0.30% | $690,308 | 13.8K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.29% | $629,874 | 12.6K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.29% | $2M | 47.9K | Q2 2026 |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.28% | $2M | 30.8K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.28% | $1M | 27.5K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.28% | $2M | 46.1K | Q2 2026 |
| Stirlingshire Investments, Inc.$114M AUM | 0.27% | $311,338 | 6.2K | Q1 2026OLDER |
| Lionshead Wealth Management, LLC$136M AUM | 0.27% | $366,874 | 7.3K | Q1 2026OLDER |
| Westwood Wealth Management$255M AUM | 0.26% | $350,056 | 6.9K | Q4 2025OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.26% | $2M | 40.6K | Q1 2026OLDER |
| SIERRA OCEAN, LLC$122M AUM | 0.26% | $314,784 | 6.3K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.25% | $2M | 41.0K | Q1 2026OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 0.25% | $5M | 104.6K | Q1 2026OLDER |
| Leslie Global Wealth, LLC$190M AUM | 0.25% | $556,743 | 11.0K | Q4 2025OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 0.25% | $2M | 44.5K | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.24% | $1M | 23.7K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.24% | $959,054 | 19.2K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.24% | $2M | 30.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.24% | $15M | 294.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.24% | $37M | 734.7K | Q1 2026OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.24% | $31M | 625.0K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.24% | $381,282 | 7.6K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.24% | $447,606 | 9.0K | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 0.24% | $515,401 | 10.3K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.24% | $24M | 475.3K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.23% | $999,800 | 20.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.23% | $114M | 2.27M | Q1 2026OLDER |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 0.23% | $551,361 | 11.0K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.23% | $494,589 | 9.9K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.23% | $18M | 355.4K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.23% | $12M | 247.7K | Q1 2026OLDER |
| Centerline Wealth Advisors, LLC$278M AUM | 0.23% | $626,475 | 12.5K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.22% | $4M | 79.7K | Q1 2026OLDER |
| J. R. Prunier Capital Management LLC$235M AUM | 0.22% | $523,378 | 10.5K | Q2 2026 |
| Rice Partnership, LLC$732M AUM | 0.22% | $2M | 32.0K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.22% | $3M | 50.4K | Q1 2026OLDER |
| American Trust$1.1B AUM | 0.22% | $2M | 48.7K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.21% | $5M | 102.4K | Q1 2026OLDER |
| Ferguson Shapiro LLC$342M AUM | 0.21% | $659,845 | 13.1K | Q3 2025OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.21% | $653,269 | 13.1K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 0.21% | $503,449 | 10.1K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 0.21% | $3M | 57.7K | Q2 2026 |
| Moss Adams Wealth Advisors LLC$1.4B AUM | 0.21% | $3M | 56.7K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.21% | $4M | 78.2K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.20% | $2M | 49.4K | Q1 2026OLDER |
| Boyd Wealth Management, LLC$236M AUM | 0.20% | $462,857 | 9.3K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 0.20% | $809,188 | 16.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.19% | $182M | 3.64M | Q1 2026OLDER |
| Sincerus Advisory, LLC$147M AUM | 0.19% | $283,875 | 5.6K | Q2 2026 |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 0.19% | $274,759 | 5.4K | Q3 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.19% | $4M | 86.3K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.19% | $9M | 188.1K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.19% | $344,531 | 6.9K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 0.19% | $902,070 | 18.0K | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.19% | $2M | 38.9K | Q1 2026OLDER |
| Philip James Wealth Mangement, LLC$870M AUM | 0.19% | $2M | 32.2K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.18% | $33M | 653.6K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.18% | $6M | 119.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.18% | $2M | 33.5K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.18% | $2M | 33.6K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.17% | $4M | 89.6K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.17% | $2M | 45.5K | Q1 2026OLDER |
| INTEGRITY WEALTH ADVISORS, INC.$168M AUM | 0.17% | $283,643 | 5.7K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.17% | $420,867 | 8.3K | Q4 2025OLDER |
| CHARTER RESEARCH & INVESTMENT GROUP, INC.$150M AUM | 0.17% | $249,762 | 5.0K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.17% | $216,948 | 4.3K | Q4 2025OLDER |
| Alpha Financial Partners LLC$169M AUM | 0.17% | $280,453 | 5.6K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.17% | $9M | 181.7K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.16% | $4M | 74.3K | Q4 2025OLDER |
| Choice Wealth Advisors LLC$285M AUM | 0.16% | $462,531 | 9.1K | Q2 2026 |
| Blue Water Asset Management$289M AUM | 0.16% | $464,945 | 9.3K | Q1 2026OLDER |
| LeClair Wealth Partners LLC$289M AUM | 0.16% | $464,945 | 9.3K | Q1 2026OLDER |
| Perennial Advisors, LLC$587M AUM | 0.16% | $942,312 | 18.9K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.16% | $1M | 29.7K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.15% | $444,411 | 8.9K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.15% | $263,297 | 5.3K | Q1 2026OLDER |
| NCM Capital Management, LLC$279M AUM | 0.15% | $424,915 | 8.5K | Q1 2026OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 0.15% | $520,987 | 10.3K | Q2 2026 |
| SWMG, LLC$350M AUM | 0.15% | $525,209 | 10.5K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.15% | $288,842 | 5.8K | Q1 2026OLDER |
| Navigate Wealth Management, LLC$142M AUM | 0.15% | $210,746 | 4.2K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.15% | $238M | 4.77M | Q1 2026OLDER |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.14% | $1M | 19.8K | Q4 2025OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.14% | $434,413 | 8.7K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.14% | $8M | 153.9K | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 0.14% | $330,892 | 6.6K | Q4 2025OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 0.14% | $2M | 36.9K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.14% | $986,075 | 19.7K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.13% | $1M | 27.2K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.13% | $544,792 | 10.9K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.13% | $3M | 56.2K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.13% | $731,593 | 14.5K | Q4 2025OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.13% | $2M | 42.8K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.13% | $599,330 | 12.0K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.13% | $1M | 22.3K | Q1 2026OLDER |
| Masso Torrence Wealth Management Inc.$240M AUM | 0.13% | $302,820 | 6.0K | Q3 2025OLDER |
| Family Investment Center, Inc.$520M AUM | 0.12% | $645,021 | 12.9K | Q1 2026OLDER |
| Financial Strategies Group, Inc.$598M AUM | 0.12% | $740,512 | 14.7K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.12% | $734,263 | 14.7K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.12% | $281,253 | 5.6K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 0.11% | $228,854 | 4.6K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.11% | $2M | 40.2K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.11% | $723,402 | 14.5K | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 0.11% | $7M | 147.0K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.11% | $916,767 | 18.3K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.11% | $4M | 71.3K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.11% | $64M | 1.28M | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.11% | $1M | 24.8K | Q1 2026OLDER |
| Signature Wealth Management Group$263M AUM | 0.11% | $289,536 | 5.8K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.11% | $1M | 24.5K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.11% | $141,022 | 2.8K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.11% | $337,814 | 6.8K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.10% | $6M | 119.6K | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 0.10% | $785,843 | 15.7K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.10% | $840,582 | 16.8K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.10% | $216,957 | 4.3K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.10% | $213,867 | 4.2K | Q3 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.10% | $2M | 30.8K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.10% | $1M | 29.3K | Q1 2026OLDER |
| Millington Financial Advisors, LLC$237M AUM | 0.10% | $237,538 | 4.7K | Q1 2026OLDER |
| HILL ISLAND FINANCIAL LLC$412M AUM | 0.10% | $386,190 | 7.7K | Q3 2025OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.10% | $342,082 | 6.8K | Q1 2026OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.09% | $729,655 | 14.6K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.09% | $10M | 192.5K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.09% | $350,774 | 6.9K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.09% | $17M | 339.1K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.09% | $637,822 | 12.8K | Q1 2026OLDER |
| Peterson Wealth Advisors, LLC$752M AUM | 0.09% | $691,882 | 13.8K | Q1 2026OLDER |
| Mason & Associates Inc$516M AUM | 0.09% | $467,732 | 9.4K | Q1 2026OLDER |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 0.09% | $493,627 | 9.9K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.09% | $6M | 118.7K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.09% | $349,180 | 7.0K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.08% | $2M | 37.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.08% | $32M | 632.2K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 0.08% | $259,148 | 5.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.08% | $310M | 6.21M | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.08% | $3M | 55.6K | Q2 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.08% | $1M | 26.8K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.08% | $28M | 564.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.08% | $44M | 878.1K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.08% | $1M | 21.3K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.08% | $1M | 24.8K | Q2 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.08% | $4M | 87.7K | Q4 2025OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.07% | $2M | 32.7K | Q2 2026 |
| Stone Summit Wealth LLC$359M AUM | 0.07% | $262,747 | 5.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.07% | $49M | 976.7K | Q1 2026OLDER |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 0.07% | $245,901 | 4.9K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.07% | $1M | 25.3K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.07% | $14M | 282.0K | Q1 2026OLDER |
| Leading Edge Financial Planning LLC$475M AUM | 0.07% | $293,153 | 5.8K | Q4 2025OLDER |
| KFA Private Wealth Group, LLC$417M AUM | 0.07% | $273,938 | 5.5K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.06% | $874,054 | 17.3K | Q4 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.06% | $120,043 | 2.4K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.06% | $379,127 | 7.6K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.06% | $3M | 59.4K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.06% | $226,897 | 4.5K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.06% | $31M | 619.1K | Q1 2026OLDER |
| Crane Advisory, LLC$668M AUM | 0.06% | $420,505 | 8.3K | Q1 2026OLDER |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.06% | $399,770 | 8.0K | Q1 2026OLDER |
| Longview Financial Advisors LLC$184M AUM | 0.06% | $114,977 | 2.3K | Q1 2026OLDER |
| Arlington Financial Advisors, LLC$702M AUM | 0.06% | $437,313 | 8.7K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.06% | $427,035 | 8.5K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.06% | $255,893 | 5.1K | Q2 2026 |
| UNIQUE WEALTH, LLC$723M AUM | 0.06% | $440,691 | 8.8K | Q1 2026OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 0.06% | $324,068 | 6.4K | Q3 2025OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.06% | $236,253 | 4.7K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.06% | $2M | 46.3K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.06% | $2M | 39.4K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.06% | $5M | 103.2K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.06% | $4M | 75.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.06% | $6M | 125.9K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.06% | $2M | 42.4K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.06% | $1M | 21.0K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.06% | $10M | 208.7K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.06% | $2M | 35.5K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 0.06% | $277,960 | 5.6K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.06% | $585,333 | 11.7K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.06% | $891,072 | 17.8K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.06% | $467,316 | 9.3K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.06% | $2M | 33.3K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.06% | $800,376 | 16.0K | Q1 2026OLDER |
| Roberts Wealth Advisors, LLC$394M AUM | 0.06% | $219,407 | 4.4K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.06% | $1M | 24.9K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.05% | $2M | 46.6K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.05% | $13M | 258.2K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.05% | $4M | 87.9K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.05% | $7M | 135.2K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.05% | $2M | 36.1K | Q1 2026OLDER |
| Johnson Bixby & Associates, LLC$806M AUM | 0.05% | $395,521 | 7.9K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6.8B AUM | 0.05% | $3M | 66.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.05% | $10M | 207.5K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.05% | $297,345 | 5.9K | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.05% | $34M | 676.3K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.05% | $8M | 156.8K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.05% | $68,236 | 1.4K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.05% | $1M | 28.5K | Q4 2025OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.05% | $193,028 | 3.9K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.04% | $4M | 88.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.04% | $41M | 824.5K | Q1 2026OLDER |
| True North Advisors, LLC$877M AUM | 0.04% | $329,416 | 6.5K | Q4 2025OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.04% | $210,232 | 4.2K | Q4 2025OLDER |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.04% | $101,593 | 2.0K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.04% | $642M | 12.85M | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.04% | $551,056 | 10.9K | Q4 2025OLDER |
| Madison Wealth Partners, Inc$627M AUM | 0.04% | $255,067 | 5.1K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.04% | $867,727 | 17.4K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.04% | $4M | 80.1K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.04% | $5M | 101.8K | Q1 2026OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 0.04% | $1M | 22.7K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.04% | $2M | 30.5K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.04% | $3M | 68.6K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.04% | $550,690 | 11.0K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.04% | $497,280 | 9.9K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.04% | $11M | 229.5K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.03% | $565,487 | 11.3K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.03% | $71M | 1.42M | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $24M | 485.2K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.03% | $144M | 2.87M | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.03% | $273,294 | 5.5K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.03% | $728,854 | 14.6K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.03% | $249,950 | 5.0K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.03% | $63,738 | 1.3K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.03% | $2M | 42.7K | Q2 2026 |
| Zhang Financial LLC$2.9B AUM | 0.03% | $861,578 | 17.2K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.03% | $149,935 | 3.0K | Q4 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.03% | $1M | 29.7K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.03% | $612,202 | 12.1K | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.03% | $422,835 | 8.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.03% | $22M | 433.0K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.03% | $284,194 | 5.7K | Q1 2026OLDER |
| Teamwork Financial Advisors, LLC$1.1B AUM | 0.03% | $318,831 | 6.3K | Q2 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.03% | $442,761 | 8.9K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 0.03% | $228,854 | 4.6K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.03% | $1M | 20.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $7M | 145.3K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.03% | $2M | 48.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $87M | 1.74M | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.03% | $695,643 | 13.9K | Q2 2026 |
| PDS Planning, Inc$1.5B AUM | 0.03% | $396,994 | 7.9K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.03% | $923,415 | 18.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.03% | $96M | 1.91M | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $3M | 64.5K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.02% | $228,304 | 4.6K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 0.02% | $265,647 | 5.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 23.0K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.02% | $215,325 | 4.3K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $1M | 24.1K | Q2 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $858,940 | 17.2K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $816,588 | 16.3K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $1M | 24.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $2M | 33.0K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.02% | $49,390 | 988 | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $551,233 | 10.9K | Q3 2025OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $524,620 | 10.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 25.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $4M | 75.6K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.02% | $3M | 60.7K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 21.6K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $298,690 | 6.0K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.02% | $449,710 | 9.0K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.02% | $163,617 | 3.3K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $1M | 28.1K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.01% | $318,655 | 6.3K | Q4 2025OLDER |
| Trust Co$1.1B AUM | 0.01% | $149,121 | 3.0K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $840,616 | 16.8K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $839,419 | 16.8K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $430,514 | 8.6K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.01% | $194,311 | 3.9K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $993,851 | 19.9K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.01% | $651,764 | 12.8K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $630,879 | 12.6K | Q2 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.01% | $211,392 | 4.2K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $812,378 | 16.3K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $326,281 | 6.5K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 58.7K | Q2 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $859,179 | 17.2K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 37.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $137M | 2.74M | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $209,758 | 4.2K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.01% | $43,765 | 867 | Q4 2025OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.01% | $669,866 | 13.4K | Q1 2026OLDER |
| Goodman Advisory Group, LLC$385M AUM | 0.01% | $36,393 | 728 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $10M | 204.2K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $315,175 | 6.2K | Q2 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.01% | $14,797 | 296 | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.01% | $15,442 | 309 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.01% | $684,857 | 13.6K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $118,626 | 2.4K | Q1 2026OLDER |
| Lavaca Capital LLC$564M AUM | 0.01% | $47,965 | 959 | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $645,071 | 12.9K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 35.6K | Q4 2025OLDER |
| One Capital Management, LLC$3.6B AUM | 0.01% | $250,949 | 5.0K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $39,992 | 800 | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $570,049 | 11.4K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $133,825 | 2.6K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 25.5K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $262,774 | 5.3K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $134,273 | 2.7K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $11,998 | 240 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $341,973 | 6.8K | Q4 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $235,003 | 4.7K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.01% | $15,439 | 309 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $251,748 | 5.0K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $735,353 | 14.7K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.01% | $240,310 | 4.8K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $202,486 | 4.1K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.01% | $19,946 | 399 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.01% | $19,946 | 399 | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $1M | 20.6K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.01% | $28,533 | 565 | Q4 2025OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 0.01% | $339,182 | 6.8K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $236,329 | 4.7K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.01% | $6,349 | 127 | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.01% | $6,600 | 132 | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $138,793 | 2.8K | Q3 2025OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $20,996 | 420 | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $223,340 | 4.5K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $4M | 76.5K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $4M | 77.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $33M | 656.4K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $239,852 | 4.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $22M | 434.2K | Q2 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 42.9K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 54.5K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $46,691 | 934 | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $43,637 | 873 | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.00% | $129,174 | 2.6K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $243,351 | 4.9K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $566,865 | 11.3K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $80,519 | 1.6K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $357,329 | 7.1K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $156,619 | 3.1K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $7,777 | 154 | Q4 2025OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 0.00% | $27,045 | 541 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $108,881 | 2.2K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $380,424 | 7.6K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $1M | 29.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $38M | 751.4K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $415,517 | 8.3K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 28.6K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $21,296 | 426 | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $3,799 | 76 | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $489,152 | 9.8K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $239,221 | 4.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $8M | 165.9K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $10,548 | 211 | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $344,711 | 6.8K | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $242,176 | 4.8K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $11M | 228.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $7M | 139.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $35,443 | 709 | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $24,995 | 500 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $312,656 | 6.3K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.00% | $2,677 | 53 | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $201,880 | 4.0K | Q3 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $9,731 | 194 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $60,398 | 1.2K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $936,875 | 18.7K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $9,998 | 200 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $376,225 | 7.5K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.