J P MORGAN EXCHANGE TRADED F
CUSIP 46654Q724
J P Morgan Exchange Traded F has 378 institutional holders in Filings Flow’s 13F database, together reporting 48.33M shares worth $3.0B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Forvis Mazars Wealth Advisors, LLC, and Envestnet Asset Management Inc.
Institutional Holders
378
Q1 2026
Reported Value
$3.0B
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Taylor Securities Services, Inc.$214M AUM | 20.74% | $44M | 695.1K | Q1 2026OLDER |
| CGC Financial Services, LLC$346M AUM | 20.13% | $70M | 1.09M | Q1 2026OLDER |
| Campbell Deegan Wealth Management, LLC$125M AUM | 13.55% | $17M | 264.9K | Q1 2026OLDER |
| Longview Financial Advisors LLC$184M AUM | 9.26% | $17M | 266.7K | Q1 2026OLDER |
| Legacy Financial Group LLC$795M AUM | 7.77% | $62M | 967.0K | Q1 2026OLDER |
| PRAIRIEVIEW WEALTH PARTNERS, LLC$122M AUM | 6.26% | $8M | 119.5K | Q1 2026OLDER |
| Peterson Wealth Advisors, LLC$752M AUM | 6.00% | $45M | 706.3K | Q1 2026OLDER |
| HTG Investment Advisors, Inc.$352M AUM | 4.76% | $17M | 261.5K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 4.21% | $16M | 249.7K | Q1 2026OLDER |
| Oak Wealth Advisors LLC$182M AUM | 3.98% | $7M | 113.4K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 3.80% | $11M | 166.8K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 3.63% | $8M | 122.7K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 3.51% | $185M | 2.89M | Q1 2026OLDER |
| Garrett Wealth Advisory Group, LLC$562M AUM | 3.32% | $19M | 292.0K | Q1 2026OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 3.19% | $8M | 120.3K | Q2 2026 |
| Smallwood Wealth Investment Management, LLC$190M AUM | 3.00% | $6M | 89.2K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 2.93% | $8M | 131.4K | Q1 2026OLDER |
| Aspire Capital Advisors LLC$444M AUM | 2.90% | $13M | 201.8K | Q1 2026OLDER |
| Compass Financial Services Inc$231M AUM | 2.70% | $6M | 97.6K | Q1 2026OLDER |
| Renasant Bank$141M AUM | 2.70% | $4M | 59.8K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 2.60% | $3M | 53.5K | Q1 2026OLDER |
| Clarity Retirement & Wealth, LLC$124M AUM | 2.51% | $3M | 48.7K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 2.51% | $9M | 147.7K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 2.37% | $4M | 56.6K | Q1 2026OLDER |
| Planned Solutions, Inc.$306M AUM | 2.30% | $7M | 109.9K | Q1 2026OLDER |
| McLaughlin Asset Management, Inc.$105M AUM | 2.15% | $2M | 35.2K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 2.08% | $6M | 93.5K | Q1 2026OLDER |
| Sincerus Advisory, LLC$147M AUM | 2.07% | $3M | 45.1K | Q2 2026 |
| Curtis Advisory Group, LLC$464M AUM | 2.06% | $10M | 149.7K | Q1 2026OLDER |
| Wick Capital Partners, LLC$548M AUM | 2.05% | $11M | 175.6K | Q1 2026OLDER |
| Echo Wealth Management, LLC$174M AUM | 2.04% | $4M | 55.3K | Q1 2026OLDER |
| Capital Planning Advisors, LLC$692M AUM | 1.78% | $12M | 192.9K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 1.71% | $9M | 146.4K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 1.68% | $3M | 45.9K | Q1 2026OLDER |
| PENNEY FINANCIAL, LLC$261M AUM | 1.67% | $4M | 68.0K | Q1 2026OLDER |
| ORRSTOWN FINANCIAL SERVICES INC$674M AUM | 1.57% | $11M | 156.2K | Q2 2026 |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 1.54% | $3M | 50.9K | Q4 2025OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 1.49% | $4M | 66.0K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 1.47% | $7M | 111.4K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 1.42% | $18M | 280.8K | Q1 2026OLDER |
| Palumbo Wealth Management LLC$410M AUM | 1.41% | $6M | 90.3K | Q1 2026OLDER |
| Family Capital Management, Inc.$225M AUM | 1.41% | $3M | 49.4K | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 1.37% | $2M | 27.8K | Q4 2025OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 1.35% | $2M | 34.0K | Q1 2026OLDER |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 1.33% | $4M | 62.7K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 1.25% | $5M | 80.4K | Q1 2026OLDER |
| Shore Point Advisors, LLC$253M AUM | 1.23% | $3M | 48.7K | Q1 2026OLDER |
| DeDora Capital, Inc.$408M AUM | 1.18% | $5M | 75.3K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 1.14% | $6M | 92.6K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 1.13% | $16M | 243.5K | Q1 2026OLDER |
| Sun Financial Inc$200M AUM | 1.13% | $2M | 33.2K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 1.12% | $5M | 74.6K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 1.11% | $3M | 39.4K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 1.06% | $9M | 144.8K | Q1 2026OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 1.02% | $3M | 40.6K | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 1.01% | $8M | 117.7K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 1.01% | $2M | 31.2K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 1.00% | $3M | 41.8K | Q2 2026 |
| SIERRA OCEAN, LLC$122M AUM | 1.00% | $1M | 19.0K | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.99% | $6M | 100.5K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.98% | $11M | 179.7K | Q1 2026OLDER |
| Philip James Wealth Mangement, LLC$870M AUM | 0.96% | $8M | 131.1K | Q1 2026OLDER |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 0.95% | $2M | 36.8K | Q1 2026OLDER |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 0.90% | $2M | 26.9K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 0.88% | $4M | 65.8K | Q1 2026OLDER |
| SK Wealth Management, LLC$360M AUM | 0.84% | $3M | 47.4K | Q1 2026OLDER |
| Grant Private Wealth Management Inc$237M AUM | 0.84% | $2M | 29.4K | Q2 2026 |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.82% | $14M | 212.0K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.78% | $2M | 24.7K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 0.78% | $923,166 | 14.2K | Q3 2025OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.72% | $13M | 201.8K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.72% | $1M | 19.3K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.70% | $3M | 51.0K | Q2 2026 |
| Semus Wealth Partners LLC$179M AUM | 0.68% | $1M | 19.1K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.68% | $949,718 | 14.9K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.66% | $3M | 51.1K | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 0.63% | $1M | 22.9K | Q1 2026OLDER |
| Alaska Wealth Advisors, LLC$833M AUM | 0.62% | $5M | 81.3K | Q1 2026OLDER |
| MN Wealth Advisors, LLC$206M AUM | 0.62% | $1M | 19.9K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.61% | $634,798 | 9.9K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.59% | $2M | 24.3K | Q4 2025OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.58% | $2M | 25.9K | Q1 2026OLDER |
| MEMBERS WEALTH LLC$182M AUM | 0.57% | $1M | 15.3K | Q2 2026 |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 0.55% | $8M | 122.2K | Q1 2026OLDER |
| Integrity Investment Advisors, LLC$184M AUM | 0.54% | $993,143 | 15.5K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.52% | $7M | 104.1K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.50% | $45M | 708.6K | Q1 2026OLDER |
| NCM Capital Management, LLC$279M AUM | 0.48% | $1M | 20.9K | Q1 2026OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.47% | $2M | 31.2K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.47% | $5M | 73.1K | Q2 2026 |
| SouthState Bank Corp$2.1B AUM | 0.46% | $10M | 155.9K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.46% | $10M | 162.2K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 0.45% | $799,110 | 12.3K | Q3 2025OLDER |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 0.45% | $793,365 | 12.4K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.43% | $2M | 36.4K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.41% | $7M | 101.2K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.40% | $2M | 25.9K | Q4 2025OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.40% | $769,614 | 11.4K | Q2 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.38% | $4M | 58.1K | Q4 2025OLDER |
| BLVD Private Wealth, LLC$115M AUM | 0.37% | $430,050 | 6.7K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.36% | $671,603 | 10.5K | Q1 2026OLDER |
| Bank of Marin$137M AUM | 0.36% | $486,802 | 7.6K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.35% | $4M | 63.3K | Q2 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.35% | $14M | 222.8K | Q1 2026OLDER |
| Denver PWM, LLC$291M AUM | 0.35% | $1M | 15.0K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.34% | $11M | 169.9K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.32% | $4M | 69.0K | Q1 2026OLDER |
| LARCH CAPITAL PARTNERS LLC$690M AUM | 0.32% | $2M | 34.6K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 0.32% | $2M | 30.9K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.32% | $2M | 25.4K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 0.31% | $554,360 | 8.7K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.31% | $12M | 173.7K | Q2 2026 |
| Convergence Financial, LLC$943M AUM | 0.29% | $3M | 40.3K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.27% | $12M | 182.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.27% | $20M | 316.6K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.27% | $1M | 18.8K | Q1 2026OLDER |
| Security National Bank$838M AUM | 0.27% | $2M | 32.9K | Q2 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.26% | $13M | 203.3K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.25% | $5M | 80.6K | Q3 2025OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.25% | $2M | 24.8K | Q1 2026OLDER |
| Athena Wealth Management, LLC$122M AUM | 0.25% | $303,164 | 4.7K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.25% | $14M | 213.1K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.24% | $6M | 99.1K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.24% | $987,729 | 15.5K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.24% | $1M | 16.0K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.23% | $3M | 49.4K | Q2 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.23% | $3M | 40.7K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.23% | $2M | 32.5K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.23% | $7M | 114.2K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.23% | $3M | 50.1K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.23% | $4M | 62.7K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.22% | $3M | 45.9K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.22% | $109M | 1.71M | Q1 2026OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 0.22% | $367,396 | 5.7K | Q3 2025OLDER |
| Core Wealth Partners LLC$235M AUM | 0.22% | $515,088 | 7.6K | Q2 2026 |
| Paladin Wealth, LLC$172M AUM | 0.22% | $320,060 | 4.8K | Q4 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.22% | $19M | 298.2K | Q1 2026OLDER |
| Cauble & Harre Wealth Management, Inc.$126M AUM | 0.21% | $265,035 | 3.9K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.21% | $880,463 | 13.3K | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.20% | $13M | 207.8K | Q1 2026OLDER |
| Vienna Asset Management LLC$129M AUM | 0.20% | $257,632 | 4.0K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.20% | $2M | 35.1K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.20% | $15M | 237.6K | Q1 2026OLDER |
| JSF Financial, LLC$510M AUM | 0.19% | $972,051 | 15.2K | Q1 2026OLDER |
| Thayer Partners, LLC / MA$210M AUM | 0.19% | $398,543 | 6.2K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.18% | $583,491 | 9.8K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.18% | $2M | 27.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.18% | $121M | 1.89M | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.18% | $29M | 448.9K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.17% | $977,887 | 15.3K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.17% | $332,460 | 5.2K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.16% | $693,355 | 10.8K | Q1 2026OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 0.16% | $201,956 | 3.2K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.16% | $7M | 105.3K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.16% | $2M | 34.0K | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 0.15% | $371,623 | 5.8K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.15% | $1M | 21.1K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 0.15% | $1M | 17.5K | Q2 2026 |
| Investment Partners Asset Management, Inc.$162M AUM | 0.14% | $211,120 | 3.2K | Q3 2025OLDER |
| Fortis Advisors, LLC$200M AUM | 0.13% | $263,721 | 4.1K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 0.13% | $371,381 | 5.8K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.13% | $537,611 | 8.4K | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 0.13% | $807,596 | 12.6K | Q1 2026OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 0.13% | $351,441 | 5.5K | Q1 2026OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.13% | $280,054 | 4.4K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.12% | $716,843 | 10.9K | Q3 2025OLDER |
| ADG Wealth Management Group, LLC$145M AUM | 0.12% | $178,117 | 2.8K | Q1 2026OLDER |
| IMS Capital Management$217M AUM | 0.12% | $257,335 | 4.0K | Q3 2025OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.12% | $1M | 17.5K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 0.12% | $423,552 | 6.6K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.11% | $310,667 | 4.9K | Q1 2026OLDER |
| Mountain Capital Investment Advisors Inc.$674M AUM | 0.11% | $753,004 | 11.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.11% | $9M | 140.5K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.11% | $2M | 29.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.11% | $101M | 1.58M | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.11% | $2M | 36.6K | Q2 2026 |
| Investment Advisory Group, LLC$393M AUM | 0.11% | $413,584 | 6.5K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.10% | $417,286 | 6.5K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.10% | $872,931 | 12.9K | Q2 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.10% | $2M | 25.9K | Q1 2026OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.10% | $359,813 | 5.6K | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.10% | $1M | 17.0K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.10% | $349,218 | 5.4K | Q1 2026OLDER |
| Allred Capital Management, LLC$275M AUM | 0.09% | $252,827 | 4.0K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.09% | $108,983 | 1.7K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.09% | $7M | 107.9K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.09% | $277,497 | 4.3K | Q1 2026OLDER |
| Legacy CG, LLC$360M AUM | 0.09% | $313,798 | 4.9K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.09% | $505,336 | 7.9K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC$308M AUM | 0.08% | $260,183 | 3.9K | Q2 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.08% | $2M | 24.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.08% | $10M | 162.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.08% | $29M | 460.0K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.08% | $781,990 | 12.2K | Q1 2026OLDER |
| Lunt Capital Management, Inc.$260M AUM | 0.08% | $209,561 | 3.3K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.08% | $749,601 | 11.5K | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.08% | $17M | 264.0K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.08% | $4M | 67.4K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.08% | $251,550 | 3.9K | Q3 2025OLDER |
| EWA, LLC$548M AUM | 0.08% | $420,813 | 6.2K | Q2 2026 |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.08% | $96,888 | 1.5K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.08% | $203,484 | 3.2K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.08% | $10M | 158.5K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.07% | $334,449 | 5.2K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.07% | $218,626 | 3.2K | Q2 2026 |
| Soundwatch Capital LLC$793M AUM | 0.07% | $577,810 | 9.0K | Q1 2026OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 0.07% | $261,665 | 4.1K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.07% | $119,512 | 1.9K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.07% | $439,637 | 6.9K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.07% | $1M | 18.0K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.07% | $1M | 23.1K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.07% | $2M | 27.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.07% | $64M | 1.00M | Q1 2026OLDER |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 0.07% | $248,515 | 3.7K | Q4 2025OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.07% | $4M | 68.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.07% | $48M | 749.4K | Q1 2026OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.07% | $318,419 | 5.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.06% | $589,020 | 9.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.06% | $221M | 3.46M | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.06% | $249,569 | 3.9K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.06% | $5M | 75.7K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.06% | $106,516 | 1.7K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.06% | $6M | 91.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.06% | $50M | 780.7K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.06% | $4M | 69.8K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.05% | $2M | 26.6K | Q2 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.05% | $953,304 | 14.9K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.05% | $3M | 45.5K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.05% | $578,794 | 9.1K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.05% | $9M | 143.2K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.05% | $10M | 163.6K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$179M AUM | 0.05% | $90,800 | 1.3K | Q2 2026 |
| Arbor Investment Advisors, LLC$768M AUM | 0.05% | $400,174 | 6.2K | Q3 2025OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.05% | $399,100 | 6.1K | Q3 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.05% | $57,391 | 898 | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.05% | $134,550 | 2.1K | Q3 2025OLDER |
| Simmons Bank$1.5B AUM | 0.05% | $730,615 | 11.4K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.05% | $1M | 19.7K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.05% | $443,232 | 6.9K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.05% | $13M | 205.4K | Q2 2026 |
| Castle Rock Wealth Management, LLC$509M AUM | 0.05% | $231,699 | 3.4K | Q2 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.04% | $650,604 | 10.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $3M | 45.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.04% | $164M | 2.56M | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.04% | $217,915 | 3.4K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.04% | $260,178 | 4.1K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.04% | $230,259 | 3.6K | Q1 2026OLDER |
| Private Wealth Partners, LLC$1.3B AUM | 0.04% | $511,280 | 8.0K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.04% | $895,221 | 14.0K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.04% | $231,923 | 3.6K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.04% | $1M | 18.2K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.04% | $237,494 | 3.7K | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 0.04% | $943,184 | 14.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 28.0K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.04% | $383,843 | 6.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.04% | $10M | 152.6K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.04% | $332,050 | 4.9K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.04% | $117M | 1.83M | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.03% | $199,699 | 3.0K | Q2 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.03% | $898,660 | 14.1K | Q2 2026 |
| Sigma Planning Corp$3.6B AUM | 0.03% | $1M | 18.6K | Q4 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.03% | $6M | 94.9K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.03% | $3M | 45.7K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.03% | $3M | 48.3K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.03% | $4M | 60.5K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.03% | $2M | 31.3K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.03% | $1M | 21.2K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.03% | $2M | 23.5K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.03% | $219,914 | 3.4K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.03% | $306,478 | 4.5K | Q2 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.03% | $1M | 23.2K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.03% | $212,656 | 3.3K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.03% | $2M | 23.5K | Q4 2025OLDER |
| Claro Advisors Inc.$830M AUM | 0.03% | $220,490 | 3.5K | Q1 2026OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.03% | $676,284 | 10.6K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.03% | $142M | 2.23M | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $28M | 437.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.03% | $2M | 24.3K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.02% | $729,070 | 11.0K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $21M | 329.3K | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.02% | $25,126 | 394 | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $542,276 | 8.5K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.02% | $220,614 | 3.3K | Q4 2025OLDER |
| Keystone Financial Group$1.5B AUM | 0.02% | $335,070 | 5.2K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 22.6K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.02% | $429,466 | 6.7K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 30.9K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $880,952 | 13.5K | Q4 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $2M | 26.7K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 46.6K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.02% | $307,663 | 4.8K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $4M | 55.1K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $338,659 | 5.3K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $225,603 | 3.5K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.02% | $222,633 | 3.4K | Q4 2025OLDER |
| WASHINGTON TRUST Co$3.0B AUM | 0.02% | $482,457 | 7.5K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.02% | $550,439 | 8.1K | Q2 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $627,307 | 9.8K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $62M | 976.7K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $371,150 | 5.7K | Q3 2025OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $3M | 41.3K | Q2 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.01% | $268,999 | 4.2K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.01% | $19,311 | 302 | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.01% | $235,689 | 3.7K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $4M | 66.3K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $867,386 | 13.6K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $230,098 | 3.6K | Q1 2026OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.01% | $19,929 | 300 | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $435,426 | 6.8K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $3M | 41.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $155M | 2.42M | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $1M | 17.3K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.01% | $121,365 | 1.9K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.01% | $476,887 | 7.5K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $993,143 | 15.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $549,971 | 8.3K | Q4 2025OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.01% | $251,039 | 3.9K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $560,300 | 8.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $59M | 919.3K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $250,508 | 3.8K | Q4 2025OLDER |
| Your Advocates Ltd., LLP$328M AUM | 0.01% | $28,568 | 447 | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $752,777 | 11.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $909,085 | 14.2K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $759,875 | 11.9K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.01% | $11,375 | 235 | Q3 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.01% | $28,696 | 449 | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.01% | $110,852 | 1.7K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.01% | $39,752 | 622 | Q1 2026OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.01% | $8,136 | 127 | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $623,345 | 9.8K | Q1 2026OLDER |
| FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM | 0.01% | $104,195 | 1.6K | Q3 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $545,344 | 8.5K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.01% | $126,350 | 2.0K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $306,269 | 4.6K | Q4 2025OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.01% | $880,999 | 13.8K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $908,417 | 14.2K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 17.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $33M | 511.3K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.01% | $20,371 | 319 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.01% | $254,509 | 4.0K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.01% | $29,359 | 442 | Q4 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $399,425 | 6.1K | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $3M | 39.3K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.00% | $444,561 | 6.7K | Q4 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $1M | 16.3K | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $79,716 | 1.2K | Q4 2025OLDER |
| Gradient Investments LLC$7.2B AUM | 0.00% | $261,842 | 4.1K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $169,357 | 2.6K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.00% | $207,808 | 3.1K | Q2 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $705,483 | 10.6K | Q4 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $231,693 | 3.6K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $664,984 | 10.4K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $33,115 | 490 | Q2 2026 |
| Stephens Consulting, LLC$309M AUM | 0.00% | $9,965 | 150 | Q4 2025OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $410,941 | 6.4K | Q1 2026OLDER |
| STEPH & CO$351M AUM | 0.00% | $10,865 | 170 | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.00% | $223,685 | 3.5K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $496,019 | 7.8K | Q1 2026OLDER |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.00% | $4,122 | 61 | Q2 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $48,100 | 740 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $4M | 57.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $34M | 543.7K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $274,367 | 4.3K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $434,120 | 6.5K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 20.1K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $46,335 | 725 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $879,914 | 13.8K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $19,173 | 300 | Q2 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $645,491 | 10.1K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $3,643 | 57 | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $1,662 | 26 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $419,122 | 6.6K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $19,365 | 303 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $34,128 | 534 | Q2 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $428,904 | 6.7K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $2,974 | 44 | Q2 2026 |
| MCF Advisors LLC$2.3B AUM | 0.00% | $11,185 | 175 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $295,328 | 4.6K | Q1 2026OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 0.00% | $1,214 | 19 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 51.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $129,817 | 2.0K | Q1 2026OLDER |
| Morse Asset Management, Inc$481M AUM | 0.00% | $1,619 | 25 | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $959 | 15 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $1,395 | 21 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 28.4K | Q1 2026OLDER |
| Lavaca Capital LLC$564M AUM | 0.00% | $1,472 | 23 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $339,908 | 5.3K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $2,661 | 42 | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 0.00% | $343 | 5 | Q2 2026 |
| Tidemark, LLC$393M AUM | 0.00% | $520 | 8 | Q3 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $208,027 | 3.3K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $4,053 | 64 | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $4,731 | 70 | Q2 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 19.1K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $257,366 | 4.0K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $49,658 | 777 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $7,605 | 119 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $7,989 | 125 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $122,611 | 1.9K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $93,690 | 1.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $1,214 | 19 | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.00% | $65 | 1 | Q3 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $209,587 | 3.2K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $269,188 | 4.2K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $6,465 | 101 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $180,486 | 2.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $53,684 | 840 | Q2 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $130 | 2 | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $1,214 | 19 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3,770 | 58 | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $64 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.