J P MORGAN EXCHANGE TRADED F
CUSIP 46654Q203
J P Morgan Exchange Traded F has 946 institutional holders in Filings Flow’s 13F database, together reporting 184.05M shares worth $10.2B as of Q1 2026. The largest reported holders are Morgan Stanley, Jpmorgan Chase & Co, and Lpl Financial LLC.
Institutional Holders
946
Q1 2026
Reported Value
$10.2B
Ticker
unmapped
private placement or foreign
Quarters Tracked
16
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY$1.66T AUM | 0.08% | $1.3B | 23.59M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.08% | $1.2B | 22.64M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.25% | $937M | 16.88M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.06% | $770M | 13.88M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.10% | $504M | 9.08M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.06% | $273M | 4.92M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.04% | $256M | 4.61M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.07% | $237M | 4.27M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.06% | $223M | 4.01M | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.30% | $207M | 3.73M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.03% | $194M | 3.49M | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.24% | $173M | 3.12M | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.18% | $169M | 3.04M | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.06% | $117M | 2.15M | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.47% | $115M | 2.07M | Q1 2026 |
| RiverFront Investment Group, LLC$6.5B AUM | 1.75% | $113M | 2.04M | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $96M | 1.73M | Q1 2026 |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 1.24% | $77M | 1.39M | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.50% | $77M | 1.33M | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.07% | $72M | 1.30M | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.26% | $69M | 1.25M | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.18% | $66M | 1.19M | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.15% | $65M | 1.12M | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $65M | 1.16M | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.07% | $62M | 1.12M | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.05% | $60M | 1.09M | Q1 2026 |
| Hilton Capital Management, LLC$1.3B AUM | 4.56% | $60M | 1.09M | Q1 2026 |
| Rakuten Investment Management, Inc.$49.2B AUM | 0.21% | $58M | 1.01M | Q3 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.31% | $56M | 1.03M | Q2 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.25% | $54M | 969.6K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.13% | $51M | 917.5K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.13% | $50M | 892.1K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.05% | $47M | 851.9K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $45M | 811.1K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 1.17% | $43M | 769.2K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.08% | $43M | 765.8K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.06% | $38M | 687.7K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.60% | $37M | 659.6K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.18% | $36M | 649.8K | Q1 2026 |
| Wealth Advisors of Iowa, LLC$323M AUM | 10.91% | $35M | 635.1K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.86% | $35M | 628.3K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.04% | $33M | 599.5K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $33M | 591.9K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.59% | $33M | 587.7K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.34% | $32M | 568.9K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.64% | $32M | 567.9K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.03% | $31M | 554.5K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.11% | $31M | 553.8K | Q1 2026 |
| PSI Advisors, LLC$418M AUM | 6.98% | $29M | 525.0K | Q1 2026 |
| Lebenthal Global Advisors, LLC$688M AUM | 4.22% | $29M | 523.3K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.02% | $29M | 522.7K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 2.28% | $28M | 505.2K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.62% | $26M | 465.2K | Q1 2026 |
| Howard Capital Management Inc.$6.1B AUM | 0.37% | $25M | 458.3K | Q2 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.42% | $25M | 452.1K | Q2 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.18% | $23M | 423.1K | Q1 2026 |
| James Reed Financial Services, Inc.$116M AUM | 20.25% | $23M | 421.3K | Q1 2026 |
| Cornerstone Advisory, LLC$1.1B AUM | 2.04% | $22M | 387.6K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.04% | $21M | 380.8K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.29% | $21M | 381.0K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $21M | 376.1K | Q1 2026 |
| Traynor Capital Management, Inc.$1.7B AUM | 1.17% | $20M | 370.8K | Q1 2026 |
| SageGuard Financial Group, LLC$646M AUM | 3.03% | $20M | 352.5K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.22% | $19M | 337.0K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.04% | $18M | 332.0K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.41% | $18M | 332.8K | Q2 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.02% | $17M | 305.9K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.08% | $16M | 293.9K | Q1 2026 |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.12% | $16M | 292.3K | Q1 2026 |
| Aventura Private Wealth, LLC$273M AUM | 5.65% | $15M | 278.1K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.53% | $15M | 296.9K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.02% | $15M | 271.4K | Q2 2025OLDER |
| Centurion Wealth Management LLC$418M AUM | 3.33% | $15M | 265.8K | Q1 2026 |
| Graypoint LLC$1.8B AUM | 0.79% | $14M | 259.0K | Q2 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.46% | $14M | 244.3K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.93% | $13M | 236.0K | Q1 2026 |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.64% | $13M | 226.8K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.36% | $13M | 226.7K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.11% | $12M | 222.6K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.58% | $12M | 220.7K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $12M | 217.1K | Q1 2026 |
| Bernardo Wealth Planning LLC$511M AUM | 2.35% | $12M | 215.9K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.41% | $12M | 215.9K | Q1 2026 |
| Compass Financial Services Inc$231M AUM | 5.18% | $12M | 215.6K | Q1 2026 |
| Sheets Smith Investment Management$154M AUM | 7.75% | $12M | 207.7K | Q3 2025OLDER |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.10% | $12M | 205.6K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.19% | $12M | 214.3K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.62% | $12M | 212.9K | Q1 2026 |
| Prota Financial, LLC$152M AUM | 8.48% | $12M | 202.6K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.07% | $12M | 212.1K | Q1 2026 |
| GRIES FINANCIAL LLC$633M AUM | 1.85% | $12M | 204.0K | Q3 2025OLDER |
| Mountain Capital Investment Advisors Inc.$674M AUM | 1.74% | $12M | 198.7K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.29% | $12M | 211.1K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.06% | $12M | 210.1K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.14% | $12M | 207.6K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.65% | $11M | 206.9K | Q1 2026 |
| Cambridge Advisors Inc.$515M AUM | 2.22% | $11M | 206.2K | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.38% | $11M | 203.1K | Q1 2026 |
| Three Magnolias Financial Advisors, LLC$157M AUM | 6.98% | $11M | 197.6K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 2.46% | $11M | 196.3K | Q1 2026 |
| Apexium Financial, LP$2.1B AUM | 0.53% | $11M | 189.3K | Q3 2025OLDER |
| SOUTHERN CAPITAL SERVICES INC /ADV$156M AUM | 6.86% | $11M | 192.2K | Q1 2026 |
| Eldridge Investment Advisors, Inc.$456M AUM | 2.32% | $11M | 192.6K | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.92% | $10M | 187.7K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.08% | $10M | 187.5K | Q1 2026 |
| Morse Asset Management, Inc$481M AUM | 2.05% | $10M | 177.4K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.19% | $10M | 173.6K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.27% | $9M | 168.4K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.05% | $9M | 166.6K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.04% | $9M | 155.2K | Q4 2025OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.45% | $9M | 161.4K | Q1 2026 |
| ADG Wealth Management Group, LLC$145M AUM | 6.14% | $9M | 160.1K | Q1 2026 |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.62% | $9M | 159.3K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.14% | $9M | 159.0K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.02% | $9M | 157.3K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.10% | $9M | 157.1K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.31% | $9M | 159.5K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.27% | $8M | 152.4K | Q1 2026 |
| Carr Financial Group Corp$379M AUM | 2.23% | $8M | 152.2K | Q1 2026 |
| Principle Wealth Partners LLC$1.7B AUM | 0.48% | $8M | 151.9K | Q1 2026 |
| IVC Wealth Advisors LLC$230M AUM | 3.65% | $8M | 151.5K | Q1 2026 |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 3.28% | $8M | 150.7K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.32% | $8M | 147.6K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.01% | $8M | 146.7K | Q1 2026 |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 2.81% | $8M | 145.9K | Q1 2026 |
| Sandbox Financial Partners, LLC$356M AUM | 2.28% | $8M | 145.7K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.10% | $8M | 144.8K | Q1 2026 |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.90% | $8M | 143.9K | Q1 2026 |
| Advisory Resource Group$581M AUM | 1.37% | $8M | 143.7K | Q1 2026 |
| Mechanics Bank Trust Department$808M AUM | 1.10% | $8M | 142.9K | Q1 2026 |
| Members Advisory Group LLC$292M AUM | 2.72% | $8M | 142.8K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.27% | $8M | 140.7K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.59% | $8M | 139.9K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.10% | $8M | 138.7K | Q1 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 1.38% | $8M | 138.2K | Q1 2026 |
| RWQ Financial Management Services, Inc.$153M AUM | 4.96% | $8M | 137.2K | Q1 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.58% | $7M | 130.0K | Q3 2025OLDER |
| Wick Capital Partners, LLC$548M AUM | 1.34% | $7M | 131.9K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.01% | $7M | 130.3K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.17% | $7M | 128.3K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.14% | $7M | 128.1K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.01% | $7M | 128.1K | Q1 2026 |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 1.29% | $7M | 126.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.07% | $7M | 125.1K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.04% | $7M | 125.0K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.16% | $7M | 124.5K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 0.41% | $7M | 124.3K | Q1 2026 |
| FOREFRONT WEALTH MANAGEMENT INC.$139M AUM | 4.92% | $7M | 118.0K | Q4 2025OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.78% | $7M | 121.5K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $7M | 121.3K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.08% | $7M | 121.1K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.15% | $7M | 113.1K | Q1 2026 |
| Garden State Investment Advisory Services LLC$455M AUM | 1.46% | $7M | 119.5K | Q1 2026 |
| Cadence Bank$1.7B AUM | 0.39% | $7M | 114.0K | Q4 2025OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.09% | $7M | 119.0K | Q1 2026 |
| NFSG Corp$608M AUM | 1.08% | $7M | 118.0K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.33% | $6M | 116.5K | Q1 2026 |
| MADDEN SECURITIES Corp$333M AUM | 1.93% | $6M | 115.6K | Q1 2026 |
| High Net Worth Advisory Group LLC$429M AUM | 1.49% | $6M | 115.4K | Q1 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 3.55% | $6M | 114.8K | Q1 2026 |
| Caerus Investment Advisors, LLC$240M AUM | 2.06% | $6M | 109.3K | Q4 2025OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.08% | $6M | 113.8K | Q1 2026 |
| Z3 Capital Partners, LLC$395M AUM | 1.60% | $6M | 113.5K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.35% | $6M | 112.8K | Q1 2026 |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 1.43% | $6M | 112.7K | Q1 2026 |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.45% | $6M | 110.8K | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.16% | $6M | 110.5K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.01% | $6M | 109.6K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.19% | $6M | 108.3K | Q1 2026 |
| Vienna Asset Management LLC$129M AUM | 4.67% | $6M | 108.3K | Q1 2026 |
| Eagle Bluffs Wealth Management LLC$257M AUM | 2.34% | $6M | 108.2K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.22% | $6M | 108.2K | Q1 2026 |
| MBL Wealth, LLC$1.3B AUM | 0.45% | $6M | 107.9K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.06% | $6M | 106.5K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.03% | $6M | 103.4K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $6M | 102.6K | Q1 2026 |
| Trinity Legacy Partners, LLC$462M AUM | 1.22% | $6M | 96.3K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.27% | $6M | 100.7K | Q1 2026 |
| Foguth Wealth Management, LLC.$857M AUM | 0.85% | $6M | 94.8K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.38% | $6M | 99.1K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.21% | $5M | 97.9K | Q1 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM | 1.94% | $5M | 97.6K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.18% | $5M | 97.1K | Q1 2026 |
| Intrepid Financial Planning Group LLC$248M AUM | 2.15% | $5M | 96.2K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.30% | $5M | 95.7K | Q1 2026 |
| Ignite Planners, LLC$648M AUM | 0.82% | $5M | 95.6K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.11% | $5M | 95.3K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.08% | $5M | 94.3K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.08% | $5M | 94.0K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.08% | $5M | 91.6K | Q1 2026 |
| Hibernia Wealth Partners, LLC$338M AUM | 1.50% | $5M | 91.3K | Q1 2026 |
| NWF Advisory Services Inc.$886M AUM | 0.57% | $5M | 90.6K | Q1 2026 |
| StoneCrest Wealth Management, Inc.$313M AUM | 2.37% | $5M | 91.6K | Q2 2025OLDER |
| Integrity Wealth Partners, LLC$111M AUM | 4.45% | $5M | 89.0K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $5M | 90.9K | Q2 2025OLDER |
| 21 West Wealth Management LLC$108M AUM | 4.56% | $5M | 88.4K | Q1 2026 |
| Maia Wealth LLC$591M AUM | 0.83% | $5M | 88.0K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.05% | $5M | 86.7K | Q1 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 3.10% | $5M | 86.6K | Q1 2026 |
| Ulland Investment Advisors, LLC$117M AUM | 4.09% | $5M | 85.9K | Q1 2026 |
| Henderson Brothers Financial Partners, LLC$395M AUM | 1.19% | $5M | 84.9K | Q1 2026 |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.60% | $5M | 84.9K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.37% | $5M | 84.3K | Q1 2026 |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.60% | $5M | 83.0K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.07% | $5M | 78.4K | Q1 2026 |
| Kingstone Capital Partners Texas, LLC$162M AUM | 2.80% | $5M | 81.8K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $5M | 81.3K | Q1 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.29% | $4M | 77.4K | Q4 2025OLDER |
| Semus Wealth Partners LLC$179M AUM | 2.50% | $4M | 80.5K | Q1 2026 |
| Hexagon Capital Partners LLC$683M AUM | 0.65% | $4M | 79.7K | Q1 2026 |
| Ellis Investment Partners, LLC$576M AUM | 0.77% | $4M | 79.6K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $4M | 78.8K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.47% | $4M | 78.8K | Q1 2026 |
| FRG Family Wealth Advisors LLC$611M AUM | 0.71% | $4M | 78.2K | Q1 2026 |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.29% | $4M | 77.7K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.27% | $4M | 79.0K | Q2 2025OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.02% | $4M | 77.2K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.12% | $4M | 76.3K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.14% | $4M | 72.2K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.31% | $4M | 75.4K | Q1 2026 |
| Trajan Wealth LLC$2.5B AUM | 0.17% | $4M | 75.1K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.11% | $4M | 74.6K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.13% | $4M | 74.1K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.19% | $4M | 72.9K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.11% | $4M | 72.1K | Q1 2026 |
| Sunpointe, LLC$305M AUM | 1.31% | $4M | 72.1K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.29% | $4M | 72.1K | Q1 2026 |
| Palacios Wealth Management, LLC$160M AUM | 2.50% | $4M | 67.4K | Q1 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.14% | $4M | 69.8K | Q1 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.41% | $4M | 69.6K | Q1 2026 |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.80% | $4M | 69.0K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.05% | $4M | 68.2K | Q1 2026 |
| Lighthouse Financial LLC$166M AUM | 2.27% | $4M | 68.0K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.14% | $4M | 67.7K | Q1 2026 |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 1.73% | $4M | 67.7K | Q1 2026 |
| Saxony Capital Management, LLC$172M AUM | 2.16% | $4M | 67.2K | Q1 2026 |
| Verity Asset Management, Inc.$238M AUM | 1.56% | $4M | 67.0K | Q1 2026 |
| Turn8 Private Wealth Inc.$160M AUM | 2.31% | $4M | 66.4K | Q1 2026 |
| Empire Financial Management Company, LLC$442M AUM | 0.82% | $4M | 65.3K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.26% | $4M | 64.6K | Q1 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.37% | $4M | 63.9K | Q1 2026 |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.53% | $4M | 61.0K | Q4 2025OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.72% | $4M | 63.8K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 1.27% | $4M | 63.2K | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.56% | $3M | 62.2K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.11% | $3M | 62.1K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.06% | $3M | 61.7K | Q1 2026 |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 1.60% | $3M | 60.7K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.24% | $3M | 60.1K | Q1 2026 |
| Investment Partners Asset Management, Inc.$162M AUM | 2.06% | $3M | 60.0K | Q1 2026 |
| Mayfair Advisory Group, LLC$286M AUM | 1.16% | $3M | 59.6K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $3M | 59.6K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.03% | $3M | 58.7K | Q1 2026 |
| Fortress Financial Solutions, LLC$96M AUM | 3.40% | $3M | 58.6K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.14% | $3M | 58.2K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.10% | $3M | 57.7K | Q1 2026 |
| WMS Group LLC$69M AUM | 4.65% | $3M | 57.6K | Q1 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.10% | $3M | 56.8K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.06% | $3M | 55.8K | Q1 2026 |
| Tyler-Stone Wealth Management$621M AUM | 0.50% | $3M | 56.9K | Q2 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.19% | $3M | 55.4K | Q1 2026 |
| M.E. ALLISON & CO., INC.$174M AUM | 2.04% | $3M | 55.2K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.48% | $3M | 55.2K | Q1 2026 |
| WNY Asset Management, LLC$967M AUM | 0.31% | $3M | 54.8K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.16% | $3M | 54.5K | Q1 2026 |
| Rooted Wealth Advisors, Inc.$379M AUM | 0.80% | $3M | 51.5K | Q1 2026 |
| JT Stratford LLC$786M AUM | 0.38% | $3M | 53.9K | Q1 2026 |
| PVG ASSET MANAGEMENT CORP$173M AUM | 6.36% | $3M | 51.5K | Q4 2025OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.85% | $3M | 51.1K | Q4 2025OLDER |
| Capstone Wealth Management Group LLC$163M AUM | 1.83% | $3M | 53.5K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.06% | $3M | 52.9K | Q1 2026 |
| Sloy Dahl & Holst, LLC$728M AUM | 0.40% | $3M | 52.5K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.04% | $3M | 52.5K | Q1 2026 |
| Ring Mountain Capital, LLC$183M AUM | 1.56% | $3M | 51.5K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.09% | $3M | 49.6K | Q3 2025OLDER |
| 4WEALTH ADVISORS, INC.$130M AUM | 2.44% | $3M | 53.1K | Q1 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.91% | $3M | 51.4K | Q1 2026 |
| Purus Wealth Management, LLC$314M AUM | 0.91% | $3M | 51.3K | Q1 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.57% | $3M | 51.3K | Q1 2026 |
| Perissos Private Wealth Management, LLC$115M AUM | 2.45% | $3M | 50.9K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.11% | $3M | 50.4K | Q1 2026 |
| M Holdings Securities, Inc.$1.5B AUM | 0.19% | $3M | 47.9K | Q1 2026 |
| PMG Family Office LLC$90M AUM | 3.08% | $3M | 49.8K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.14% | $3M | 49.6K | Q1 2026 |
| Clarity Wealth Advisors, LLC$486M AUM | 0.57% | $3M | 49.5K | Q1 2026 |
| Stillwater Wealth Management Group$162M AUM | 1.69% | $3M | 49.2K | Q1 2026 |
| PLANNING DIRECTIONS INC$198M AUM | 1.38% | $3M | 49.2K | Q1 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV$347M AUM | 0.86% | $3M | 48.8K | Q1 2026 |
| TrustBank$258M AUM | 1.04% | $3M | 48.1K | Q1 2026 |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.66% | $3M | 47.5K | Q1 2026 |
| Oxinas Partners, LLC$254M AUM | 1.20% | $3M | 47.5K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.12% | $3M | 47.4K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.05% | $3M | 44.3K | Q4 2025OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.03% | $3M | 46.3K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.03% | $3M | 46.2K | Q1 2026 |
| Concorde Financial Corp$127M AUM | 2.01% | $3M | 46.0K | Q1 2026 |
| Generation Capital Management LLC$137M AUM | 1.86% | $3M | 45.8K | Q1 2026 |
| Goldstone Financial Group, LLC$922M AUM | 0.28% | $3M | 45.8K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $3M | 45.7K | Q1 2026 |
| Whipplewood Advisors, LLC$193M AUM | 1.31% | $3M | 45.3K | Q1 2026 |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.96% | $2M | 44.8K | Q1 2026 |
| Financial Partners Group, Inc$836M AUM | 0.30% | $2M | 44.8K | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.72% | $2M | 42.5K | Q4 2025OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.24% | $2M | 44.4K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 0.16% | $2M | 44.2K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.15% | $2M | 44.1K | Q1 2026 |
| Lifeworks Advisors, LLC$779M AUM | 0.32% | $2M | 42.1K | Q4 2025OLDER |
| LITTLEJOHN FINANCIAL SERVICES, INC.$133M AUM | 1.83% | $2M | 43.9K | Q1 2026 |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.70% | $2M | 43.7K | Q1 2026 |
| TrueWealth Advisors, LLC$444M AUM | 0.61% | $2M | 43.6K | Q1 2026 |
| Herold Advisors, Inc.$455M AUM | 0.53% | $2M | 43.5K | Q1 2026 |
| ZEGA Investments, LLC$890M AUM | 0.33% | $2M | 44.4K | Q2 2025OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.31% | $2M | 43.4K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $2M | 43.1K | Q1 2026 |
| American Trust$1.1B AUM | 0.21% | $2M | 42.8K | Q1 2026 |
| Fiduciary Alliance LLC$1.7B AUM | 0.14% | $2M | 40.4K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.09% | $2M | 42.5K | Q1 2026 |
| Sulzberger Capital Advisors, Inc.$98M AUM | 2.41% | $2M | 42.4K | Q1 2026 |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.50% | $2M | 42.4K | Q1 2026 |
| Richard W. Paul & Associates, LLC$297M AUM | 0.80% | $2M | 40.7K | Q3 2025OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.13% | $2M | 41.8K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.03% | $2M | 41.7K | Q1 2026 |
| Lifestyle Asset Management, Inc.$306M AUM | 0.74% | $2M | 40.7K | Q1 2026 |
| Investors Portfolio Services LLC$108M AUM | 2.05% | $2M | 39.8K | Q1 2026 |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.16% | $2M | 39.7K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.23% | $2M | 37.6K | Q4 2025OLDER |
| Slagle Financial, LLC$303M AUM | 0.72% | $2M | 39.4K | Q1 2026 |
| Smallwood Wealth Investment Management, LLC$190M AUM | 1.15% | $2M | 39.2K | Q1 2026 |
| Guided Capital Wealth Management, LLC$152M AUM | 1.86% | $2M | 37.7K | Q3 2025OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.15% | $2M | 39.0K | Q1 2026 |
| Security National Bank$838M AUM | 0.31% | $2M | 38.5K | Q1 2026 |
| HERBST GROUP, LLC$183M AUM | 1.31% | $2M | 38.3K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 38.3K | Q1 2026 |
| Modus Advisors, LLC$363M AUM | 0.58% | $2M | 38.0K | Q1 2026 |
| Invst, LLC$886M AUM | 0.23% | $2M | 37.4K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.02% | $2M | 37.2K | Q1 2026 |
| Integras Partners LLC$152M AUM | 1.35% | $2M | 37.1K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.42% | $2M | 37.1K | Q1 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.51% | $2M | 37.1K | Q1 2026 |
| Anchor Capital Management Group Inc$144M AUM | 1.43% | $2M | 37.0K | Q1 2026 |
| MidWestOne Financial Group, Inc.$900M AUM | 0.23% | $2M | 35.2K | Q4 2025OLDER |
| Investor's Fiduciary Advisor Network, LLC$326M AUM | 0.62% | $2M | 36.2K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.22% | $2M | 36.1K | Q1 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.51% | $2M | 36.1K | Q1 2026 |
| Marshall Financial Group, LLC$625M AUM | 0.32% | $2M | 36.0K | Q1 2026 |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.71% | $2M | 35.8K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.03% | $2M | 35.7K | Q1 2026 |
| Colonial River Investments, LLC$279M AUM | 0.71% | $2M | 35.6K | Q1 2026 |
| Significant Wealth Partners LLC$81M AUM | 2.42% | $2M | 35.4K | Q1 2026 |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.08% | $2M | 34.9K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2M | 34.4K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.03% | $2M | 32.3K | Q1 2026 |
| Resurgent Financial Advisors LLC$277M AUM | 0.69% | $2M | 34.3K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.02% | $2M | 34.4K | Q2 2025OLDER |
| NCP Inc.$60M AUM | 1.51% | $2M | 32.2K | Q4 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.05% | $2M | 31.3K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.14% | $2M | 33.5K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $2M | 33.4K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.04% | $2M | 33.3K | Q1 2026 |
| Decker Wealth Management LLC$456M AUM | 0.40% | $2M | 31.6K | Q1 2026 |
| San Luis Wealth Advisors LLC$604M AUM | 0.30% | $2M | 33.1K | Q1 2026 |
| Navis Wealth Advisors, LLC$196M AUM | 0.93% | $2M | 32.9K | Q1 2026 |
| CPWA, LLC$84M AUM | 2.17% | $2M | 30.3K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.21% | $2M | 32.6K | Q1 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.18% | $2M | 30.5K | Q4 2025OLDER |
| FWG Holdings, LLC$265M AUM | 0.68% | $2M | 32.2K | Q1 2026 |
| IFG Advisory, LLC$35M AUM | 0.08% | $2M | 30.9K | Q4 2025OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 0.40% | $2M | 32.1K | Q1 2026 |
| OPAL CAPITAL LLC$565M AUM | 0.44% | $2M | 33.8K | Q4 2025OLDER |
| Financial Guidance Group, Inc.$249M AUM | 0.71% | $2M | 31.7K | Q1 2026 |
| MCDONALD PARTNERS LLC$424M AUM | 0.41% | $2M | 31.6K | Q1 2026 |
| WEALTH EFFECTS LLC$282M AUM | 0.62% | $2M | 31.5K | Q1 2026 |
| Anderson Financial Strategies, LLC$182M AUM | 1.01% | $2M | 29.8K | Q4 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.04% | $2M | 31.0K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.05% | $2M | 30.8K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.22% | $2M | 30.7K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $2M | 30.7K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.03% | $2M | 29.1K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.06% | $2M | 30.2K | Q1 2026 |
| Haverford Trust Co$10.9B AUM | 0.02% | $2M | 30.2K | Q1 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.82% | $2M | 29.7K | Q1 2026 |
| Evolution Wealth Advisors, LLC$981M AUM | 0.17% | $2M | 29.7K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 29.6K | Q1 2026 |
| Advisory Advocates, LLC$98M AUM | 1.67% | $2M | 29.5K | Q1 2026 |
| Putney Financial Group LLC$99M AUM | 1.64% | $2M | 29.3K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $2M | 29.2K | Q1 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.13% | $2M | 29.1K | Q1 2026 |
| Investment Advisory Services Group LLC$115M AUM | 1.38% | $2M | 28.5K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.07% | $2M | 28.4K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.09% | $2M | 27.1K | Q3 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.14% | $2M | 27.9K | Q1 2026 |
| Continuum Advisory, LLC$1.0B AUM | 0.15% | $2M | 27.4K | Q1 2026 |
| Melia Wealth LLC$207M AUM | 0.72% | $1M | 27.0K | Q1 2026 |
| Frontier Asset Management, LLC$477M AUM | 0.31% | $1M | 27.0K | Q1 2026 |
| Marks Wealth, LLC$380M AUM | 0.39% | $1M | 26.8K | Q1 2026 |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.33% | $1M | 26.7K | Q1 2026 |
| Delta Investment Management, LLC$559M AUM | 0.27% | $1M | 26.7K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.02% | $1M | 25.6K | Q3 2025OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.06% | $1M | 26.5K | Q1 2026 |
| Brown Miller Wealth Management, LLC$397M AUM | 0.42% | $1M | 26.4K | Q1 2026 |
| Meridian Financial Partners LLC$263M AUM | 0.56% | $1M | 26.2K | Q1 2026 |
| Coordinated Financial Services, Inc.$174M AUM | 0.83% | $1M | 25.9K | Q1 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 0.33% | $1M | 25.6K | Q1 2026 |
| Pasadena Private Wealth, LLC$723M AUM | 0.20% | $1M | 25.5K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.17% | $1M | 25.5K | Q1 2026 |
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 0.96% | $1M | 25.5K | Q1 2026 |
| Etesian Wealth Advisors, Inc.$313M AUM | 0.45% | $1M | 25.5K | Q1 2026 |
| CPC Advisors, LLC$617M AUM | 0.23% | $1M | 25.3K | Q1 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 1.12% | $1M | 24.9K | Q1 2026 |
| MBA Advisors LLC$260M AUM | 0.53% | $1M | 24.7K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $1M | 24.6K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $1M | 24.3K | Q1 2026 |
| SNS Financial Group, LLC$1.2B AUM | 0.12% | $1M | 24.2K | Q1 2026 |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.63% | $1M | 24.0K | Q1 2026 |
| Boreal Capital Management LLC$123M AUM | 1.09% | $1M | 24.0K | Q1 2026 |
| Keystone Wealth Services, LLC$468M AUM | 0.28% | $1M | 23.9K | Q1 2026 |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.63% | $1M | 23.7K | Q1 2026 |
| Steele Capital Management, Inc.$2.4B AUM | 0.05% | $1M | 23.7K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.14% | $1M | 23.6K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.07% | $1M | 23.5K | Q1 2026 |
| Cogent Private Wealth, Inc.$139M AUM | 0.98% | $1M | 22.2K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1M | 23.2K | Q1 2026 |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 0.73% | $1M | 23.2K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $1M | 23.0K | Q1 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.30% | $1M | 23.0K | Q1 2026 |
| Focused Wealth Management, Inc$964M AUM | 0.13% | $1M | 22.9K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.08% | $1M | 22.7K | Q1 2026 |
| Teucrium Investment Advisors, LLC$129M AUM | 0.97% | $1M | 22.8K | Q1 2026 |
| Newport Capital Group, LLC$164M AUM | 0.76% | $1M | 22.5K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $1M | 22.4K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $1M | 22.3K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $1M | 22.3K | Q1 2026 |
| Concord Wealth Partners$770M AUM | 0.16% | $1M | 22.1K | Q1 2026 |
| Teamwork Financial Advisors, LLC$1.1B AUM | 0.13% | $1M | 22.0K | Q1 2026 |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.10% | $1M | 21.8K | Q1 2026 |
| Bull Harbor Capital LLC$373M AUM | 0.32% | $1M | 21.7K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.02% | $1M | 21.6K | Q1 2026 |
| Procyon Advisors, LLC$2.3B AUM | 0.06% | $1M | 21.4K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 21.3K | Q1 2026 |
| Nautilus Advisors LLC$146M AUM | 0.81% | $1M | 21.2K | Q1 2026 |
| QP WEALTH MANAGEMENT, LLC$58M AUM | 2.01% | $1M | 21.1K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.12% | $1M | 21.0K | Q1 2026 |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.21% | $1M | 21.0K | Q1 2026 |
| Helium Advisors LLC$105M AUM | 1.10% | $1M | 20.9K | Q1 2026 |
| Yukon Wealth Management, Inc.$168M AUM | 0.68% | $1M | 20.6K | Q1 2026 |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.18% | $1M | 20.5K | Q1 2026 |
| ORBA Wealth Advisors, L.L.C.$84M AUM | 1.35% | $1M | 20.4K | Q1 2026 |
| Concord Asset Management, LLC/VA$592M AUM | 0.17% | $1M | 20.8K | Q2 2025OLDER |
| Finivi Inc.$195M AUM | 0.62% | $1M | 20.4K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.00% | $1M | 20.2K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $1M | 20.1K | Q1 2026 |
| Tactive Advisors, LLC$406M AUM | 0.31% | $1M | 19.9K | Q1 2026 |
| Xcel Wealth Management, LLC$362M AUM | 0.30% | $1M | 19.8K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $1M | 19.7K | Q1 2026 |
| John W. Brooker & Co., CPAs$63M AUM | 1.72% | $1M | 19.7K | Q1 2026 |
| GM Advisory Group, LLC$2.6B AUM | 0.04% | $1M | 19.5K | Q1 2026 |
| Millennium Capital Advisors, LLC$162M AUM | 0.67% | $1M | 19.5K | Q1 2026 |
| Palogic Value Management, L.P.$237M AUM | 0.45% | $1M | 19.4K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.05% | $1M | 19.4K | Q1 2026 |
| NCM Capital Management, LLC$279M AUM | 0.38% | $1M | 19.3K | Q1 2026 |
| Wealth Management Partners, LLC$350M AUM | 0.30% | $1M | 19.2K | Q1 2026 |
| Ruggiero Investments, Inc.$103M AUM | 1.01% | $1M | 18.8K | Q1 2026 |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.06% | $1M | 17.8K | Q1 2026 |
| FNY Investment Advisers, LLC$278M AUM | 0.45% | $1M | 18.8K | Q1 2026 |
| PlanVest Financial, Inc$131M AUM | 0.79% | $1M | 18.7K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.02% | $1M | 18.6K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $1M | 18.6K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.06% | $1M | 18.5K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 18.3K | Q1 2026 |
| Round Rock Advisors LLC$654M AUM | 0.15% | $1M | 18.2K | Q1 2026 |
| Lewis Asset Management, LLC$245M AUM | 0.41% | $1M | 18.1K | Q1 2026 |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.35% | $1M | 18.1K | Q1 2026 |
| DB&C Advisors, LLC$77M AUM | 1.30% | $1M | 18.0K | Q1 2026 |
| Abbot Financial Management, Inc.$239M AUM | 0.42% | $1M | 18.0K | Q1 2026 |
| Cooper Financial Group$1.2B AUM | 0.10% | $997,383 | 18.0K | Q1 2026 |
| NOVEM GROUP$873M AUM | 0.11% | $990,310 | 17.8K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $984,980 | 17.7K | Q1 2026 |
| Future Financial Wealth Managment LLC$155M AUM | 0.63% | $976,529 | 16.7K | Q1 2026 |
| Legacy Private Trust Co.$1.6B AUM | 0.06% | $975,485 | 17.6K | Q1 2026 |
| Frederick Financial Consultants, LLC$201M AUM | 0.61% | $974,795 | 17.9K | Q2 2025OLDER |
| Redwood Financial Network Corp$153M AUM | 0.64% | $972,982 | 17.5K | Q1 2026 |
| HBK Sorce Advisory LLC$5.0B AUM | 0.02% | $963,613 | 16.2K | Q1 2026 |
| HILLTOP WEALTH ADVISORS, LLC$167M AUM | 0.48% | $963,571 | 16.6K | Q4 2025OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.66% | $960,066 | 17.3K | Q1 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.06% | $957,885 | 16.7K | Q3 2025OLDER |
| Bridgewealth Advisory Group, LLC$482M AUM | 0.20% | $950,391 | 17.1K | Q1 2026 |
| Abel Hall, LLC$469M AUM | 0.20% | $949,392 | 17.1K | Q1 2026 |
| Emissary Wealth LLC$107M AUM | 0.89% | $947,227 | 17.1K | Q1 2026 |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.04% | $946,894 | 17.1K | Q1 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.03% | $946,029 | 17.6K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.06% | $943,891 | 17.0K | Q1 2026 |
| Consilium Wealth Advisory, LLC$293M AUM | 0.32% | $941,085 | 16.9K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.06% | $938,282 | 16.9K | Q1 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.22% | $932,193 | 16.8K | Q1 2026 |
| Latitude Advisors, LLC$218M AUM | 0.43% | $929,467 | 16.7K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.04% | $927,795 | 16.7K | Q1 2026 |
| Great Diamond Partners, LLC$582M AUM | 0.18% | $917,135 | 16.5K | Q1 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.02% | $916,537 | 15.5K | Q1 2026 |
| Strong Retirement Solutions LLC$143M AUM | 0.64% | $912,749 | 16.4K | Q1 2026 |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 0.44% | $909,029 | 16.4K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.