J P MORGAN EXCHANGE TRADED F
CUSIP 46641Q654
J P Morgan Exchange Traded F has 544 institutional holders in Filings Flow’s 13F database, together reporting 69.06M shares worth $3.4B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Northwestern Mutual Wealth Management Co, and Lpl Financial LLC.
Institutional Holders
544
Q1 2026
Reported Value
$3.4B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Global Wealth Management, LLC$183M AUM | 14.53% | $27M | 522.7K | Q1 2026OLDER |
| IF Advisors, LLC$141M AUM | 5.69% | $8M | 158.0K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 5.44% | $61M | 1.19M | Q1 2026OLDER |
| Apex Wealth Management, LLC$146M AUM | 4.96% | $7M | 141.7K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 4.60% | $88M | 1.72M | Q1 2026OLDER |
| Boothe Investment Group, Inc.$317M AUM | 4.41% | $14M | 274.3K | Q2 2026 |
| Phoenix Wealth Advisors$253M AUM | 4.13% | $10M | 205.0K | Q1 2026OLDER |
| Boulder Wealth Advisors, LLC$251M AUM | 3.91% | $10M | 192.5K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 3.52% | $11M | 219.0K | Q1 2026OLDER |
| TFO Wealth Partners, LLC$735M AUM | 3.17% | $23M | 457.9K | Q1 2026OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 3.13% | $24M | 477.1K | Q1 2026OLDER |
| WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM | 3.00% | $37M | 726.6K | Q1 2026OLDER |
| Whitegate Investment Counselors, Inc.$315M AUM | 2.82% | $9M | 174.0K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 2.82% | $14M | 269.5K | Q1 2026OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 2.77% | $12M | 236.6K | Q1 2026OLDER |
| Auxano Advisors, LLC$501M AUM | 2.58% | $13M | 253.6K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 2.51% | $11M | 218.0K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 2.49% | $27M | 520.5K | Q1 2026OLDER |
| Evergreen Wealth Partners LLC$131M AUM | 2.43% | $3M | 56.6K | Q4 2025OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 2.38% | $4M | 68.9K | Q1 2026OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 2.09% | $21M | 420.9K | Q1 2026OLDER |
| Red Mountain Financial, LLC$106M AUM | 2.03% | $2M | 42.2K | Q1 2026OLDER |
| Mainsail Financial Group, LLC$240M AUM | 1.96% | $5M | 92.0K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 1.95% | $28M | 546.6K | Q1 2026OLDER |
| Forza Wealth Management, LLC$287M AUM | 1.94% | $6M | 109.2K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 1.91% | $6M | 117.1K | Q1 2026OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 1.91% | $8M | 149.4K | Q2 2026 |
| Bridgewater Advisors Inc.$1.7B AUM | 1.90% | $32M | 627.4K | Q1 2026OLDER |
| MY Wealth Management Inc.$103M AUM | 1.87% | $2M | 38.0K | Q1 2026OLDER |
| Jupiter Wealth Management LLC$253M AUM | 1.81% | $5M | 90.0K | Q1 2026OLDER |
| Carter Financial, LLC$115M AUM | 1.75% | $2M | 39.5K | Q1 2026OLDER |
| Invariant Investment Management$171M AUM | 1.70% | $3M | 56.9K | Q2 2026 |
| Bolthouse Investments, LLC$111M AUM | 1.68% | $2M | 36.4K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 1.67% | $8M | 164.0K | Q1 2026OLDER |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$390M AUM | 1.64% | $6M | 125.4K | Q2 2026 |
| Clarity Asset Management, Inc.$198M AUM | 1.61% | $3M | 62.2K | Q1 2026OLDER |
| McNamara Financial Services, Inc.$528M AUM | 1.59% | $8M | 164.3K | Q1 2026OLDER |
| NavPoint Financial, Inc.$247M AUM | 1.58% | $4M | 76.7K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 1.55% | $8M | 156.4K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 1.55% | $6M | 113.6K | Q1 2026OLDER |
| Great Point Wealth Advisors, LLC$542M AUM | 1.53% | $8M | 163.0K | Q1 2026OLDER |
| Laurel Wealth Planning LLC$190M AUM | 1.51% | $3M | 56.0K | Q1 2026OLDER |
| Oak Harvest Investment Services$958M AUM | 1.44% | $14M | 270.5K | Q1 2026OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 1.40% | $6M | 119.4K | Q1 2026OLDER |
| CASTLEKEEP INVESTMENT ADVISORS LLC$184M AUM | 1.35% | $2M | 48.7K | Q1 2026OLDER |
| NCM Capital Management, LLC$279M AUM | 1.29% | $4M | 70.8K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 1.23% | $76M | 1.49M | Q1 2026OLDER |
| LPWM LLC$396M AUM | 1.15% | $5M | 89.5K | Q1 2026OLDER |
| Wills Financial Group LLC$265M AUM | 1.15% | $3M | 59.8K | Q1 2026OLDER |
| Oasis Advisors, LLC$509M AUM | 1.13% | $6M | 1.38M | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 1.06% | $5M | 90.5K | Q1 2026OLDER |
| Richard P Slaughter Associates Inc$463M AUM | 1.04% | $5M | 94.3K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 1.03% | $1M | 26.5K | Q1 2026OLDER |
| Bristlecone Value Partners, LLC$114M AUM | 1.03% | $1M | 22.9K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 1.02% | $12M | 242.9K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 1.01% | $5M | 105.5K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 1.01% | $11M | 219.8K | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 1.00% | $2M | 42.8K | Q1 2026OLDER |
| Macro Advisors, Inc.$242M AUM | 0.99% | $2M | 46.8K | Q1 2026OLDER |
| BayBridge Capital Group, LLC$161M AUM | 0.98% | $2M | 31.1K | Q1 2026OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.97% | $5M | 90.9K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.95% | $4M | 74.4K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.95% | $7M | 139.0K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.94% | $28M | 542.1K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 0.94% | $3M | 51.8K | Q2 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.93% | $39M | 769.4K | Q1 2026OLDER |
| Red Door Wealth Management, LLC$962M AUM | 0.93% | $9M | 175.2K | Q1 2026OLDER |
| Sterling Financial Group, Inc.$316M AUM | 0.93% | $3M | 57.3K | Q3 2025OLDER |
| Directional Asset Management$109M AUM | 0.88% | $962,119 | 18.9K | Q1 2026OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 0.88% | $3M | 61.1K | Q1 2026OLDER |
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 0.87% | $1M | 25.2K | Q1 2026OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 0.87% | $2M | 31.3K | Q1 2026OLDER |
| Leverty Financial Group, LLC$452M AUM | 0.85% | $4M | 75.6K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 0.85% | $1M | 21.6K | Q4 2025OLDER |
| KM Capital Management Ltd.$149M AUM | 0.85% | $1M | 24.8K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.84% | $130M | 2.55M | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.82% | $7M | 145.6K | Q1 2026OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 0.82% | $5M | 93.6K | Q4 2025OLDER |
| CAPITAL MANAGEMENT CORP /VA$585M AUM | 0.81% | $5M | 93.1K | Q1 2026OLDER |
| URS Advisory LLC$137M AUM | 0.81% | $1M | 21.7K | Q1 2026OLDER |
| Southeast Asset Advisors, LLC$913M AUM | 0.80% | $7M | 143.2K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 0.79% | $2M | 37.0K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.78% | $3M | 56.5K | Q1 2026OLDER |
| Investment Advisory Services Group LLC$115M AUM | 0.78% | $895,710 | 17.6K | Q1 2026OLDER |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 0.78% | $2M | 43.9K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.78% | $17M | 327.3K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.77% | $2M | 40.6K | Q3 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.77% | $4M | 74.3K | Q2 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.75% | $27M | 526.0K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 0.75% | $2M | 41.9K | Q1 2026OLDER |
| PECAUT & CO.$308M AUM | 0.73% | $2M | 43.9K | Q1 2026OLDER |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 0.72% | $8M | 148.0K | Q1 2026OLDER |
| Perennial Advisors, LLC$587M AUM | 0.70% | $4M | 81.1K | Q1 2026OLDER |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 0.70% | $724,509 | 14.2K | Q4 2025OLDER |
| THOMPSON DAVIS & CO., INC.$150M AUM | 0.69% | $1M | 20.3K | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 0.69% | $2M | 31.5K | Q1 2026OLDER |
| Compass Financial Group, Inc.$222M AUM | 0.69% | $2M | 29.8K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 0.68% | $4M | 88.1K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.68% | $18M | 348.9K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.68% | $2M | 30.5K | Q1 2026OLDER |
| Argo Wealth Advisory, LLC$170M AUM | 0.66% | $1M | 22.2K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.65% | $11M | 223.7K | Q1 2026OLDER |
| Sound Portfolio Advisors, LLC$123M AUM | 0.64% | $786,978 | 15.4K | Q1 2026OLDER |
| Mills Wealth Advisors LLC$318M AUM | 0.64% | $2M | 35.7K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 0.63% | $978,205 | 19.2K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.63% | $3M | 67.3K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.63% | $20M | 383.3K | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.62% | $4M | 71.3K | Q1 2026OLDER |
| Summit Place Financial Advisors, LLC$208M AUM | 0.61% | $1M | 24.8K | Q1 2026OLDER |
| Shum Financial Group, Inc.$141M AUM | 0.61% | $858,605 | 16.8K | Q1 2026OLDER |
| Syverson Strege & Co$416M AUM | 0.61% | $3M | 49.4K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 0.59% | $1M | 19.7K | Q2 2026 |
| Three Bridge Wealth Advisors, LLC$364M AUM | 0.58% | $2M | 41.6K | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.58% | $6M | 122.1K | Q2 2026 |
| Chesley Taft & Associates LLC$2.6B AUM | 0.57% | $15M | 285.3K | Q2 2026 |
| Madrid Wealth Management, LLC$133M AUM | 0.56% | $741,504 | 14.5K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.55% | $5M | 105.0K | Q2 2026 |
| Mallini Complete Financial Planning LLC$140M AUM | 0.55% | $769,734 | 15.1K | Q2 2026 |
| SOL Capital Management CO$206M AUM | 0.55% | $6,106 | 119.9K | Q4 2025OLDER |
| Kooman & Associates$335M AUM | 0.53% | $2M | 34.6K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.49% | $33M | 648.6K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.48% | $11M | 207.0K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.48% | $1M | 21.1K | Q1 2026OLDER |
| DAVIDSON INVESTMENT ADVISORS$2.3B AUM | 0.48% | $11M | 216.8K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.48% | $3M | 55.0K | Q3 2025OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.47% | $2M | 35.0K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.45% | $6M | 124.4K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.43% | $940,608 | 18.5K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 0.43% | $2M | 40.3K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.43% | $1M | 25.2K | Q1 2026OLDER |
| Second Line Capital, LLC$528M AUM | 0.42% | $2M | 43.5K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.41% | $2M | 35.1K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.40% | $4M | 70.6K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.40% | $13M | 246.2K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.39% | $17M | 336.9K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.39% | $1M | 20.0K | Q1 2026OLDER |
| Impact Capital Partners LLC$367M AUM | 0.38% | $1M | 27.6K | Q2 2026 |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.38% | $6M | 116.7K | Q1 2026OLDER |
| 1015 Capital Partners, LLC$103M AUM | 0.38% | $391,526 | 7.7K | Q1 2026OLDER |
| Sunburst Financial Group, LLC$617M AUM | 0.38% | $2M | 46.0K | Q2 2026 |
| Masso Torrence Wealth Management Inc.$240M AUM | 0.38% | $909,482 | 17.8K | Q3 2025OLDER |
| PDS Planning, Inc$1.5B AUM | 0.37% | $6M | 111.0K | Q1 2026OLDER |
| Town Capital LLC$124M AUM | 0.37% | $460,044 | 9.0K | Q2 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.37% | $2M | 45.8K | Q1 2026OLDER |
| Financially in Tune, LLC$116M AUM | 0.37% | $425,938 | 8.4K | Q1 2026OLDER |
| Sargent Investment Group, LLC$759M AUM | 0.36% | $3M | 54.3K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.36% | $3M | 56.7K | Q1 2026OLDER |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 0.35% | $530,447 | 10.4K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 0.35% | $2M | 31.5K | Q1 2026OLDER |
| Causey Wealth LLC$205M AUM | 0.35% | $720,621 | 14.1K | Q1 2026OLDER |
| Aspen Wealth Strategies, LLC$187M AUM | 0.35% | $657,285 | 12.9K | Q1 2026OLDER |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 0.35% | $1M | 23.7K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.34% | $4M | 81.9K | Q1 2026OLDER |
| MEMBERS WEALTH LLC$182M AUM | 0.34% | $623,209 | 12.2K | Q2 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.34% | $4M | 79.6K | Q1 2026OLDER |
| M Wealth Management, LLC$119M AUM | 0.34% | $398,276 | 7.8K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.33% | $1M | 28.6K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.33% | $2M | 48.9K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.31% | $2M | 32.4K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.31% | $826,555 | 16.2K | Q1 2026OLDER |
| Eagle Bluffs Wealth Management LLC$257M AUM | 0.31% | $797,684 | 15.6K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.31% | $822,868 | 16.1K | Q1 2026OLDER |
| Sincerus Advisory, LLC$147M AUM | 0.30% | $446,864 | 8.8K | Q2 2026 |
| Security Financial Services, INC.$632M AUM | 0.30% | $2M | 37.6K | Q1 2026OLDER |
| Financial Solutions Advisory Group, Inc.$723M AUM | 0.30% | $2M | 42.9K | Q2 2026 |
| Core Wealth Advisors, Inc.$419M AUM | 0.30% | $1M | 24.7K | Q1 2026OLDER |
| Midwestern Financial, LLC /IA$127M AUM | 0.30% | $378,073 | 7.4K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.30% | $6M | 121.8K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.30% | $23M | 442.8K | Q2 2026 |
| Alpha Omega Wealth Management LLC$617M AUM | 0.29% | $2M | 35.4K | Q1 2026OLDER |
| James J. Burns & Company, LLC$737M AUM | 0.29% | $2M | 42.3K | Q1 2026OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 0.29% | $1M | 22.7K | Q2 2026 |
| San Luis Wealth Advisors LLC$604M AUM | 0.29% | $2M | 34.3K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.29% | $6M | 127.3K | Q1 2026OLDER |
| Ironwood Investment Counsel, LLC$694M AUM | 0.28% | $2M | 38.6K | Q1 2026OLDER |
| Schwallier Wealth Management LLC$137M AUM | 0.28% | $384,578 | 7.5K | Q1 2026OLDER |
| OLIO Financial Planning$361M AUM | 0.28% | $994,365 | 19.5K | Q1 2026OLDER |
| BHK Investment Advisors, LLC$299M AUM | 0.27% | $815,680 | 16.0K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.27% | $5M | 95.2K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.27% | $5M | 97.3K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.26% | $548,824 | 10.8K | Q1 2026OLDER |
| Ruggaard & Associates LLC$252M AUM | 0.26% | $656,113 | 12.9K | Q1 2026OLDER |
| Rooted Wealth Advisors, Inc.$379M AUM | 0.26% | $984,609 | 19.3K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 0.26% | $878,128 | 17.2K | Q1 2026OLDER |
| PFW Advisors LLC$318M AUM | 0.26% | $813,370 | 16.0K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.26% | $3M | 57.1K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.25% | $2M | 38.4K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.25% | $18M | 356.8K | Q2 2026 |
| Essex Bank$452M AUM | 0.25% | $1M | 22.3K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.25% | $4M | 69.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.25% | $31M | 613.1K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.25% | $449,743 | 8.8K | Q1 2026OLDER |
| OPAL CAPITAL LLC$565M AUM | 0.24% | $970,433 | 19.0K | Q4 2025OLDER |
| Family Office Research LLC$230M AUM | 0.24% | $556,073 | 10.9K | Q1 2026OLDER |
| Aletheian Wealth Advisors LLC$234M AUM | 0.24% | $555,900 | 10.9K | Q2 2026 |
| Argent Advisors, Inc.$366M AUM | 0.24% | $865,273 | 17.0K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.24% | $2M | 34.9K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.23% | $1M | 28.0K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.23% | $958,021 | 18.8K | Q3 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.23% | $13M | 247.8K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.23% | $2M | 39.5K | Q1 2026OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.22% | $4M | 81.2K | Q1 2026OLDER |
| ENTREWEALTH, LLC$223M AUM | 0.22% | $498,228 | 9.8K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.22% | $3M | 56.1K | Q2 2026 |
| Presidio Capital Management, LLC$344M AUM | 0.21% | $730,474 | 14.3K | Q1 2026OLDER |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 0.21% | $225,241 | 4.4K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.21% | $451,938 | 8.9K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.21% | $3M | 50.0K | Q1 2026OLDER |
| Sunflower Bank, N.A.$392M AUM | 0.20% | $793,402 | 15.6K | Q1 2026OLDER |
| Paragon Advisors, LLC$371M AUM | 0.20% | $763,150 | 15.0K | Q3 2025OLDER |
| CAP Partners, LLC$177M AUM | 0.20% | $348,727 | 6.8K | Q1 2026OLDER |
| Shore Point Advisors, LLC$253M AUM | 0.19% | $491,747 | 9.6K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.19% | $616,858 | 12.1K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.19% | $2M | 45.4K | Q3 2025OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.19% | $7M | 143.3K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.19% | $2M | 39.5K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.19% | $16M | 316.1K | Q1 2026OLDER |
| Marion Wealth Management$451M AUM | 0.19% | $851,774 | 16.7K | Q1 2026OLDER |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 0.19% | $467,344 | 9.2K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.19% | $2M | 44.0K | Q2 2026 |
| AMARA FINANCIAL, LLC.$145M AUM | 0.19% | $251,864 | 4.9K | Q3 2025OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.18% | $5M | 97.3K | Q2 2026 |
| Chokshi & Queen Wealth Advisors, Inc$187M AUM | 0.18% | $344,166 | 6.8K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.18% | $439,088 | 8.6K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.18% | $2M | 29.8K | Q1 2026OLDER |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 0.18% | $955,671 | 18.7K | Q2 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.18% | $9M | 166.7K | Q2 2026 |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.18% | $674,109 | 13.2K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.18% | $746,398 | 14.6K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.18% | $2M | 46.4K | Q4 2025OLDER |
| Seneca House Advisors$252M AUM | 0.18% | $471,195 | 9.3K | Q4 2025OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.18% | $504,192 | 9.9K | Q1 2026OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.18% | $744,308 | 14.6K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.18% | $463,153 | 9.1K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.17% | $243,646 | 4.8K | Q4 2025OLDER |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 0.17% | $209,783 | 4.1K | Q1 2026OLDER |
| IMZ Advisory Inc$316M AUM | 0.17% | $547,292 | 10.7K | Q2 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.17% | $2M | 30.7K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.17% | $15M | 285.8K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.16% | $19M | 368.8K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.16% | $1M | 27.6K | Q1 2026OLDER |
| Peterson Wealth Advisors, LLC$752M AUM | 0.16% | $1M | 24.0K | Q1 2026OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.15% | $2M | 34.8K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.15% | $640,825 | 12.6K | Q4 2025OLDER |
| Old Port Advisors$434M AUM | 0.15% | $664,115 | 13.0K | Q1 2026OLDER |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 0.15% | $4M | 82.6K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.15% | $985,320 | 19.3K | Q2 2026 |
| Redmond Asset Management, LLC$366M AUM | 0.15% | $540,388 | 10.6K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 0.15% | $397,237 | 7.8K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.14% | $149,881 | 2.9K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.14% | $3M | 54.7K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.14% | $1M | 22.9K | Q1 2026OLDER |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.14% | $1M | 19.7K | Q4 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.14% | $7M | 140.6K | Q1 2026OLDER |
| Philip James Wealth Mangement, LLC$870M AUM | 0.14% | $1M | 24.1K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.14% | $3M | 60.4K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.14% | $578,958 | 11.4K | Q2 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.14% | $672,333 | 13.2K | Q2 2026 |
| Horizon Family Wealth, Inc.$189M AUM | 0.14% | $257,258 | 5.0K | Q1 2026OLDER |
| Hartford Financial Management Inc.$392M AUM | 0.14% | $532,028 | 10.4K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.13% | $2M | 45.5K | Q4 2025OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.13% | $2M | 44.8K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.13% | $2M | 33.0K | Q1 2026OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 0.13% | $229,004 | 4.5K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.13% | $5M | 95.6K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.13% | $2M | 40.2K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.13% | $723,355 | 14.2K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$432M AUM | 0.13% | $553,809 | 10.9K | Q2 2026 |
| Summit Financial, LLC$7.8B AUM | 0.13% | $10M | 196.0K | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.13% | $205,441 | 4.0K | Q4 2025OLDER |
| IMS Capital Management$217M AUM | 0.13% | $272,247 | 5.3K | Q3 2025OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.12% | $9M | 175.7K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.12% | $504,702 | 9.9K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.12% | $323,723 | 6.3K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.12% | $1M | 26.8K | Q1 2026OLDER |
| Semus Wealth Partners LLC$179M AUM | 0.12% | $220,927 | 4.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.12% | $198M | 3.88M | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.12% | $1M | 25.8K | Q2 2026 |
| Commonwealth Financial Services, LLC$632M AUM | 0.12% | $755,626 | 14.8K | Q1 2026OLDER |
| Private Wealth Group, LLC$259M AUM | 0.12% | $304,572 | 6.0K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.11% | $3M | 58.0K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.11% | $124,901 | 2.5K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.11% | $4M | 82.6K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.11% | $2M | 39.6K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.11% | $500,390 | 9.8K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.11% | $1M | 26.9K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.11% | $1M | 24.8K | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.11% | $1M | 23.9K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.11% | $651,169 | 12.8K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.11% | $344,864 | 6.8K | Q4 2025OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.11% | $328,311 | 6.4K | Q1 2026OLDER |
| Ergawealth Advisors, Inc.$226M AUM | 0.11% | $232,260 | 4.6K | Q4 2025OLDER |
| Choice Wealth Advisors LLC$285M AUM | 0.11% | $300,900 | 5.9K | Q2 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.11% | $5M | 96.2K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.10% | $3M | 52.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.10% | $40M | 781.7K | Q1 2026OLDER |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.10% | $343,087 | 6.7K | Q2 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.10% | $2M | 31.5K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 0.10% | $217,838 | 4.3K | Q1 2026OLDER |
| PEAK FINANCIAL ADVISORS LLC$226M AUM | 0.10% | $230,685 | 4.5K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.10% | $367,801 | 7.2K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.10% | $1M | 22.4K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.10% | $27M | 535.8K | Q1 2026OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.10% | $2M | 31.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.10% | $10M | 202.9K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.10% | $4M | 82.1K | Q1 2026OLDER |
| Oakwell Private Wealth Management, LLC$560M AUM | 0.10% | $536,004 | 10.5K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.10% | $2M | 30.3K | Q1 2026OLDER |
| Gerald Baker Financial Group LLC$316M AUM | 0.09% | $297,543 | 5.8K | Q1 2026OLDER |
| Colonial River Investments, LLC$279M AUM | 0.09% | $261,731 | 5.1K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.09% | $2M | 32.9K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.09% | $454,624 | 8.9K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.09% | $2M | 39.3K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.09% | $319,950 | 6.3K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.09% | $800,537 | 15.7K | Q1 2026OLDER |
| SHAYNE & JACOBS, LLC$337M AUM | 0.09% | $306,000 | 6.0K | Q2 2026 |
| Sigma Planning Corp$3.6B AUM | 0.09% | $3M | 63.6K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.09% | $6M | 123.0K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 0.09% | $711,688 | 13.9K | Q3 2025OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.09% | $932,628 | 18.3K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.09% | $497,123 | 9.8K | Q4 2025OLDER |
| Saiph Capital, LLC$264M AUM | 0.09% | $229,410 | 4.5K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.09% | $1M | 26.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.09% | $8M | 149.0K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.09% | $1M | 22.9K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.09% | $255,200 | 5.0K | Q3 2025OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.08% | $595,387 | 11.7K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.08% | $343,710 | 6.7K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.08% | $166,144 | 3.3K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.08% | $963,879 | 18.9K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.08% | $462,411 | 9.1K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.08% | $132,548 | 2.6K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.08% | $5M | 101.7K | Q1 2026OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 0.08% | $1M | 20.6K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.08% | $14M | 272.2K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.08% | $196,233 | 3.8K | Q2 2026 |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.08% | $5M | 107.2K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 0.08% | $229,410 | 4.5K | Q1 2026OLDER |
| Rothschild Capital Partners, LLC$408M AUM | 0.07% | $304,861 | 6.0K | Q1 2026OLDER |
| Souders Financial Advisors$876M AUM | 0.07% | $654,685 | 12.8K | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.07% | $2M | 29.9K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.07% | $3M | 51.1K | Q2 2026 |
| IFC Advisors LLC$699M AUM | 0.07% | $509,800 | 10.0K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.07% | $605,128 | 11.9K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.07% | $2M | 46.0K | Q2 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.07% | $446,381 | 8.8K | Q1 2026OLDER |
| Centerline Wealth Advisors, LLC$319M AUM | 0.07% | $229,194 | 4.5K | Q2 2026 |
| Spinnaker Investment Group, LLC$491M AUM | 0.07% | $392,238 | 7.7K | Q4 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.07% | $3M | 55.1K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 0.07% | $961,044 | 18.8K | Q2 2026 |
| FULTON BANK, N.A.$3.3B AUM | 0.07% | $2M | 44.6K | Q2 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.07% | $4M | 73.9K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.07% | $3M | 67.1K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.07% | $3M | 64.4K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.07% | $226,768 | 4.4K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.07% | $754,800 | 14.8K | Q1 2026OLDER |
| Curran Financial Partners, LLC$559M AUM | 0.07% | $368,280 | 7.2K | Q1 2026OLDER |
| Johnson Bixby & Associates, LLC$806M AUM | 0.07% | $530,039 | 10.4K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.06% | $45M | 883.8K | Q1 2026OLDER |
| Slow Capital, Inc.$770M AUM | 0.06% | $541,127 | 10.6K | Q3 2025OLDER |
| New Capital Management LP$406M AUM | 0.06% | $255,053 | 5.0K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.06% | $71,015 | 1.4K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.06% | $246,619 | 4.8K | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 0.06% | $131,757 | 2.6K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.06% | $3M | 65.8K | Q2 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.06% | $9M | 182.1K | Q1 2026OLDER |
| HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM | 0.06% | $326,170 | 6.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.06% | $3M | 66.3K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.06% | $6M | 109.1K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.06% | $430,907 | 8.5K | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.06% | $964,338 | 18.9K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.06% | $935,519 | 18.4K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.06% | $3M | 63.2K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.06% | $492,263 | 9.7K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.06% | $928,248 | 18.2K | Q2 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.06% | $3M | 59.5K | Q2 2026 |
| Triumph Capital Management$491M AUM | 0.06% | $282,174 | 5.5K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.06% | $2M | 48.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.06% | $12M | 237.5K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 0.06% | $237,057 | 4.7K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.06% | $83,046 | 1.6K | Q1 2026OLDER |
| Clark Wealth Partners$149M AUM | 0.06% | $83,478 | 1.6K | Q1 2026OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.06% | $377,711 | 7.4K | Q1 2026OLDER |
| Longview Financial Advisors LLC$184M AUM | 0.05% | $100,686 | 2.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.05% | $37M | 720.8K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.05% | $244,703 | 4.8K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.05% | $326,910 | 6.4K | Q2 2026 |
| NOVEM GROUP$873M AUM | 0.05% | $464,224 | 9.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.05% | $45M | 888.0K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.05% | $1M | 23.0K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.05% | $7M | 131.8K | Q1 2026OLDER |
| Towneley Capital Management, Inc / DE$478M AUM | 0.05% | $250,064 | 4.9K | Q4 2025OLDER |
| 1ST SOURCE BANK$1.9B AUM | 0.05% | $1M | 20.0K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.05% | $425,173 | 8.3K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.05% | $767,321 | 15.1K | Q1 2026OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.05% | $306,240 | 6.0K | Q3 2025OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.05% | $79,721 | 1.6K | Q4 2025OLDER |
| Tarbox Family Office, Inc.$616M AUM | 0.05% | $343,908 | 6.7K | Q3 2025OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.05% | $2M | 31.5K | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.05% | $786,927 | 15.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.05% | $14M | 271.9K | Q2 2026 |
| WNY Asset Management, LLC$967M AUM | 0.05% | $483,443 | 9.5K | Q1 2026OLDER |
| Mason & Associates Inc$516M AUM | 0.05% | $257,755 | 5.1K | Q1 2026OLDER |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.05% | $260,139 | 5.1K | Q2 2026 |
| Enclave Advisors LLC$729M AUM | 0.05% | $343,930 | 6.8K | Q4 2025OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.05% | $373,256 | 7.3K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.05% | $33M | 642.6K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.04% | $853,558 | 16.7K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.04% | $3M | 51.2K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.04% | $2M | 33.8K | Q2 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.04% | $363,982 | 7.1K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 0.04% | $214,371 | 4.2K | Q1 2026OLDER |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 0.04% | $205,195 | 4.0K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.04% | $14M | 279.4K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.04% | $142,290 | 2.8K | Q2 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.04% | $724,140 | 14.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.04% | $2M | 34.1K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.04% | $157M | 3.08M | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.04% | $20M | 393.8K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.04% | $351,711 | 6.9K | Q1 2026OLDER |
| ADELL HARRIMAN & CARPENTER INC$1.6B AUM | 0.04% | $599,015 | 11.8K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.04% | $824,444 | 16.2K | Q4 2025OLDER |
| WEST PACES ADVISORS INC.$516M AUM | 0.04% | $186,077 | 3.6K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.04% | $554,968 | 10.9K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.04% | $300,418 | 5.9K | Q2 2026 |
| Harbor Group, Inc.$692M AUM | 0.03% | $241,660 | 4.7K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.03% | $486,859 | 9.6K | Q1 2026OLDER |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 0.03% | $203,505 | 4.0K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.03% | $2M | 35.9K | Q2 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.03% | $19M | 382.5K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.03% | $2M | 40.4K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.03% | $7M | 130.9K | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 0.03% | $239,606 | 4.7K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.03% | $411,838 | 8.1K | Q1 2026OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.03% | $740,080 | 14.5K | Q3 2025OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.03% | $522,746 | 10.3K | Q1 2026OLDER |
| Mountain Capital Investment Advisors Inc.$674M AUM | 0.03% | $203,310 | 4.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.03% | $17M | 329.7K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.03% | $670,286 | 13.1K | Q1 2026OLDER |
| Capstone Financial Advisors, Inc.$1.9B AUM | 0.03% | $545,927 | 10.7K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.03% | $1M | 24.9K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $2M | 43.4K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $27M | 532.3K | Q1 2026OLDER |
| Circle Wealth Management, LLC$7.0B AUM | 0.03% | $2M | 39.5K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.03% | $2M | 44.9K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.03% | $1M | 27.9K | Q1 2026OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.03% | $330,288 | 6.5K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.03% | $23M | 453.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $18M | 361.3K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.03% | $2M | 43.8K | Q3 2025OLDER |
| Pathway Financial Advisors LLC$857M AUM | 0.03% | $202,265 | 4.0K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $674,358 | 13.2K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.02% | $5M | 94.9K | Q2 2026 |
| EPG Wealth Management LLC$369M AUM | 0.02% | $85,559 | 1.7K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 0.02% | $203,920 | 4.0K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.02% | $924,001 | 18.1K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $21M | 412.3K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $312,333 | 6.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 26.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 27.3K | Q1 2026OLDER |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 0.02% | $304,498 | 6.0K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.02% | $448,319 | 8.8K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.02% | $439,448 | 8.6K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.02% | $51,040 | 1.0K | Q3 2025OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.02% | $509,800 | 10.0K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.02% | $692,948 | 13.6K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.02% | $644,694 | 12.6K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.02% | $90,151 | 1.8K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.02% | $238,535 | 4.7K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.02% | $235,059 | 4.6K | Q3 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 63.2K | Q1 2026OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.02% | $448,624 | 8.8K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.02% | $400,605 | 7.9K | Q2 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.02% | $52,305 | 1.0K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 30.8K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.02% | $4M | 85.8K | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $2M | 44.2K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.02% | $1M | 27.2K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.02% | $2M | 40.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $213M | 4.18M | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.02% | $145,803 | 2.9K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $2M | 30.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $79M | 1.55M | Q2 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $288,955 | 5.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $48M | 942.8K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.01% | $241 | 4.7K | Q4 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $391,633 | 7.7K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.01% | $235,430 | 4.6K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.01% | $255,899 | 5.0K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.01% | $759,348 | 14.9K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.01% | $347,531 | 6.8K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.01% | $624,251 | 12.2K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $1M | 23.9K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $2M | 29.5K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $376,589 | 7.4K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $324,744 | 6.4K | Q2 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $516,489 | 10.1K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.01% | $42,467 | 833 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $64M | 1.26M | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $241,432 | 4.7K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.