PACER FDS TR
CUSIP 69374H881
Pacer Fds Tr has 871 institutional holders in Filings Flow’s 13F database, together reporting 193.52M shares worth $11.6B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Lpl Financial LLC, and Morgan Stanley.
Institutional Holders
871
Q1 2026
Reported Value
$11.6B
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 |
|---|---|---|---|---|
| Provident Wealth Management, LLC$331M AUM | 15.48% | $51M | 817.9K | Q1 2026OLDER |
| Fortune Financial Group, Inc.$111M AUM | 9.93% | $11M | 176.3K | Q1 2026OLDER |
| Clay Northam Wealth Management, LLC$178M AUM | 9.73% | $17M | 276.9K | Q1 2026OLDER |
| Cyr Financial Inc.$170M AUM | 9.36% | $16M | 254.2K | Q1 2026OLDER |
| GLR Partners, LLC$183M AUM | 9.01% | $17M | 264.1K | Q1 2026OLDER |
| Longview Financial Advisors, Inc.$171M AUM | 8.46% | $14M | 232.5K | Q2 2026 |
| Copley Financial Group, Inc.$166M AUM | 8.11% | $13M | 214.9K | Q1 2026OLDER |
| GEN Financial Management, INC.$162M AUM | 7.79% | $13M | 201.2K | Q1 2026OLDER |
| Presidio Capital Management, LLC$344M AUM | 7.50% | $26M | 412.6K | Q1 2026OLDER |
| Sylvest Advisors, LLC$188M AUM | 7.34% | $14M | 220.8K | Q1 2026OLDER |
| Lighthouse Wealth Management Inc.$147M AUM | 7.15% | $11M | 168.3K | Q1 2026OLDER |
| Argo Wealth Advisory, LLC$170M AUM | 6.81% | $12M | 185.6K | Q1 2026OLDER |
| Accordant Advisory Group Inc$161M AUM | 6.80% | $11M | 175.5K | Q1 2026OLDER |
| Inlight Wealth Management, LLC$270M AUM | 6.65% | $18M | 287.0K | Q1 2026OLDER |
| O'Brien Wealth Partners LLC$756M AUM | 6.62% | $50M | 831.7K | Q4 2025OLDER |
| Winter & Associates, Inc.$133M AUM | 6.11% | $8M | 130.8K | Q2 2026 |
| Paragon Capital Management Ltd$476M AUM | 5.57% | $27M | 423.9K | Q1 2026OLDER |
| PTM WEALTH MANAGEMENT, LLC$189M AUM | 5.44% | $10M | 164.1K | Q1 2026OLDER |
| SEARCY FINANCIAL SERVICES INC /ADV$270M AUM | 5.30% | $14M | 237.7K | Q4 2025OLDER |
| Wiser Wealth Management, Inc$464M AUM | 5.23% | $24M | 388.0K | Q1 2026OLDER |
| Tandem Investment Partners LLC$118M AUM | 5.14% | $6M | 97.0K | Q1 2026OLDER |
| Decker Wealth Management LLC$456M AUM | 5.09% | $23M | 385.9K | Q1 2026OLDER |
| Anson Capital, Inc.$146M AUM | 4.45% | $7M | 104.0K | Q1 2026OLDER |
| Wealth Group Ltd$439M AUM | 4.44% | $20M | 311.7K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 4.40% | $11M | 183.1K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 4.29% | $7M | 113.8K | Q1 2026OLDER |
| Mainsail Financial Group, LLC$240M AUM | 4.24% | $10M | 162.8K | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 4.18% | $17M | 278.8K | Q1 2026OLDER |
| Altus Wealth Group LLC$244M AUM | 4.12% | $10M | 160.8K | Q1 2026OLDER |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 4.11% | $6M | 98.0K | Q1 2026OLDER |
| Oxford Wealth Group, LLC$183M AUM | 4.05% | $7M | 118.4K | Q1 2026OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 4.04% | $11M | 176.3K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 3.91% | $22M | 358.3K | Q1 2026OLDER |
| OakTrust Wealth Advisors, LLC$110M AUM | 3.89% | $4M | 68.4K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 3.77% | $9M | 136.2K | Q1 2026OLDER |
| Prota Financial, LLC$152M AUM | 3.68% | $6M | 89.0K | Q2 2026 |
| MATAURO, LLC$692M AUM | 3.64% | $25M | 402.8K | Q1 2026OLDER |
| Commerce Advisors, LLC$119M AUM | 3.62% | $4M | 68.9K | Q1 2026OLDER |
| Granby Capital Management, LLC$174M AUM | 3.59% | $6M | 100.0K | Q1 2026OLDER |
| Financial Security Advisor, Inc.$544M AUM | 3.50% | $19M | 304.8K | Q1 2026OLDER |
| Madrona Financial Services, LLC$457M AUM | 3.48% | $16M | 254.1K | Q1 2026OLDER |
| Cauble & Harre Wealth Management, Inc.$126M AUM | 3.38% | $4M | 67.2K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 3.37% | $14M | 229.5K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 3.35% | $7M | 110.1K | Q1 2026OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 3.34% | $12M | 193.1K | Q1 2026OLDER |
| CORA CAPITAL ADVISORS LLC$302M AUM | 3.33% | $10M | 160.7K | Q1 2026OLDER |
| Ted Buchan & Co$275M AUM | 3.27% | $9M | 143.9K | Q1 2026OLDER |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV$347M AUM | 3.22% | $11M | 179.8K | Q2 2026 |
| TABLEAUX LLC$206M AUM | 3.09% | $6M | 102.0K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 3.03% | $7M | 106.7K | Q1 2026OLDER |
| Clarus Wealth Advisors$235M AUM | 2.97% | $7M | 111.9K | Q1 2026OLDER |
| Intelligence Driven Advisers, LLC$574M AUM | 2.90% | $17M | 265.5K | Q1 2026OLDER |
| Ballast, Inc.$432M AUM | 2.88% | $12M | 198.8K | Q1 2026OLDER |
| Navigation Group, LLC$427M AUM | 2.78% | $12M | 190.2K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 2.78% | $4M | 76.9K | Q3 2025OLDER |
| Breachway Investments LLC$104M AUM | 2.75% | $3M | 46.0K | Q1 2026OLDER |
| Post Resch Tallon Group Inc.$145M AUM | 2.74% | $4M | 63.7K | Q2 2026 |
| Sanchez Wealth Management Group$462M AUM | 2.73% | $13M | 202.0K | Q1 2026OLDER |
| Vavra Capital Management, LLC$103M AUM | 2.68% | $3M | 44.1K | Q1 2026OLDER |
| GERBER, LLC$179M AUM | 2.63% | $5M | 78.3K | Q4 2025OLDER |
| Madison Park Capital Advisors, LLC$140M AUM | 2.62% | $4M | 5.0K | Q2 2026 |
| Waycross Investment Management Co$105M AUM | 2.60% | $3M | 43.6K | Q1 2026OLDER |
| RiverTree Advisors, LLC$158M AUM | 2.56% | $4M | 64.5K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 2.49% | $4M | 57.6K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 2.45% | $45M | 717.2K | Q1 2026OLDER |
| SFMG, LLC$1.5B AUM | 2.40% | $35M | 566.3K | Q1 2026OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 2.31% | $6M | 97.0K | Q2 2026 |
| Fermata Advisors, LLC$495M AUM | 2.31% | $11M | 183.3K | Q2 2026 |
| Capital Asset Advisory Services LLC$2.6B AUM | 2.30% | $60M | 950.0K | Q1 2026OLDER |
| Marble Wealth, LLC$571M AUM | 2.28% | $13M | 208.6K | Q1 2026OLDER |
| Certified Advisory Corp$1.2B AUM | 2.25% | $28M | 447.9K | Q2 2026 |
| Petros Family Wealth, LLC$140M AUM | 2.22% | $3M | 49.9K | Q1 2026OLDER |
| Atlas Wealth LLC$334M AUM | 2.20% | $7M | 117.4K | Q1 2026OLDER |
| Stegent Equity Advisors, Inc.$117M AUM | 2.16% | $3M | 40.6K | Q1 2026OLDER |
| American Alpha Advisors, LLC$188M AUM | 2.12% | $4M | 63.8K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 1.98% | $7M | 114.8K | Q1 2026OLDER |
| Symphony Financial Services, Inc.$195M AUM | 1.97% | $4M | 61.4K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 1.94% | $3M | 44.1K | Q1 2026OLDER |
| OFC FINANCIAL PLANNING, LLC$102M AUM | 1.93% | $2M | 31.4K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 1.93% | $3M | 44.9K | Q1 2026OLDER |
| Lunt Capital Management, Inc.$260M AUM | 1.92% | $5M | 79.8K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 1.90% | $3M | 42.4K | Q1 2026OLDER |
| Smart Portfolios, LLC$100M AUM | 1.89% | $2M | 30.4K | Q1 2026OLDER |
| ATLANTIC FAMILY WEALTH, LLC$138M AUM | 1.84% | $3M | 40.8K | Q1 2026OLDER |
| Stillwater Wealth Management Group$162M AUM | 1.81% | $3M | 46.8K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 1.77% | $17M | 267.8K | Q1 2026OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 1.75% | $3M | 53.2K | Q1 2026OLDER |
| Financial Guidance Group, Inc.$249M AUM | 1.74% | $4M | 69.3K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 1.71% | $4M | 69.2K | Q1 2026OLDER |
| ODonnell Financial Services, LLC$290M AUM | 1.71% | $5M | 79.3K | Q1 2026OLDER |
| VVR Holdings LLC$194M AUM | 1.65% | $3M | 51.0K | Q1 2026OLDER |
| Fortis Advisors, LLC$200M AUM | 1.64% | $3M | 52.5K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 1.60% | $13M | 214.1K | Q1 2026OLDER |
| MONEYWISE, INC.$229M AUM | 1.57% | $4M | 57.4K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 1.52% | $31M | 542.7K | Q3 2025OLDER |
| Swisher Financial Concepts, Inc.$179M AUM | 1.51% | $3M | 43.1K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 1.49% | $6M | 88.0K | Q1 2026OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 1.47% | $6M | 89.6K | Q1 2026OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 1.45% | $7M | 111.8K | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 1.45% | $25M | 409.1K | Q1 2026OLDER |
| J2 Capital Management Inc$146M AUM | 1.45% | $2M | 33.7K | Q1 2026OLDER |
| Pursuit Wealth Management LLC$116M AUM | 1.44% | $2M | 27.9K | Q4 2025OLDER |
| LifeWealth Investments, LLC$374M AUM | 1.43% | $5M | 86.1K | Q2 2026 |
| Smith Thornton Advisors LLC$199M AUM | 1.43% | $3M | 45.4K | Q1 2026OLDER |
| Coquina Private Wealth LLC$124M AUM | 1.40% | $2M | 27.8K | Q1 2026OLDER |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM | 1.40% | $3M | 53.0K | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 1.40% | $9M | 151.2K | Q1 2026OLDER |
| Oder Investment Management, LLC$130M AUM | 1.38% | $2M | 28.7K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 1.38% | $7M | 117.0K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 1.34% | $2M | 24.1K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 1.27% | $5M | 77.4K | Q1 2026OLDER |
| Tamar Securities, LLC$934M AUM | 1.23% | $12M | 184.3K | Q1 2026OLDER |
| Aspire Capital Advisors LLC$444M AUM | 1.23% | $5M | 87.3K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 1.23% | $4M | 60.0K | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 1.22% | $3M | 55.2K | Q1 2026OLDER |
| White Knight Strategic Wealth Advisors, LLC$119M AUM | 1.22% | $1M | 23.1K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 1.16% | $1M | 22.1K | Q1 2026OLDER |
| Tempo Wealth, LLC$573M AUM | 1.15% | $7M | 105.1K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 1.13% | $6M | 93.2K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 1.09% | $2M | 35.5K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 1.08% | $1M | 17.9K | Q1 2026OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 1.07% | $2M | 27.7K | Q1 2026OLDER |
| Dedeker Financial LLC$115M AUM | 1.05% | $1M | 19.3K | Q1 2026OLDER |
| Davidson Kahn Capital Management, LLC$188M AUM | 1.05% | $2M | 30.9K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 1.03% | $2M | 33.2K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 1.02% | $13M | 202.3K | Q1 2026OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 1.02% | $4M | 58.0K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 1.01% | $58M | 968.1K | Q4 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 1.00% | $7M | 111.3K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 1.00% | $22M | 358.3K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.99% | $9M | 147.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.99% | $32M | 518.5K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.98% | $5M | 76.6K | Q1 2026OLDER |
| PEAK FINANCIAL ADVISORS LLC$226M AUM | 0.97% | $2M | 34.9K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.97% | $14M | 241.0K | Q2 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.95% | $40M | 641.0K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.95% | $16M | 249.5K | Q1 2026OLDER |
| FORTEM FINANCIAL GROUP, LLC$399M AUM | 0.93% | $3M | 56.5K | Q3 2025OLDER |
| Echo Wealth Management, LLC$174M AUM | 0.93% | $2M | 25.8K | Q1 2026OLDER |
| JBR Co Financial Management Inc$274M AUM | 0.92% | $3M | 40.5K | Q2 2026 |
| AMG Asset Management Group, Inc.$129M AUM | 0.91% | $1M | 18.8K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.91% | $11M | 182.5K | Q1 2026OLDER |
| Windsor Advisory Group, LLC$120M AUM | 0.91% | $1M | 17.4K | Q1 2026OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.91% | $3M | 52.8K | Q1 2026OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.89% | $2M | 34.6K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.88% | $3M | 45.1K | Q1 2026OLDER |
| Rubicon Advisors, GP$115M AUM | 0.88% | $1M | 16.2K | Q1 2026OLDER |
| Z3 Capital Partners, LLC$395M AUM | 0.85% | $3M | 53.7K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.85% | $2M | 39.5K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.85% | $14M | 220.2K | Q1 2026OLDER |
| NCM Capital Management, LLC$279M AUM | 0.84% | $2M | 37.3K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.83% | $2M | 24.9K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.83% | $11M | 185.3K | Q3 2025OLDER |
| Flagship Capital Management Inc.$136M AUM | 0.79% | $1M | 17.2K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.76% | $3M | 54.2K | Q2 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 0.76% | $903,684 | 14.4K | Q1 2026OLDER |
| Broadleaf Partners, LLC$429M AUM | 0.76% | $3M | 52.1K | Q1 2026OLDER |
| 1858 WEALTH MANAGEMENT, LLC$142M AUM | 0.75% | $1M | 18.5K | Q3 2025OLDER |
| GK Wealth Management LLC$190M AUM | 0.75% | $1M | 22.8K | Q2 2026 |
| Financial Advocates Investment Management$178M AUM | 0.74% | $1M | 22.9K | Q3 2025OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.73% | $4M | 64.7K | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.73% | $930,047 | 16.2K | Q3 2025OLDER |
| Bey-Douglas LLC$115M AUM | 0.72% | $829,672 | 13.3K | Q1 2026OLDER |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC$174M AUM | 0.72% | $1M | 20.0K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.72% | $1M | 23.6K | Q4 2025OLDER |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 0.71% | $869,991 | 13.9K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.70% | $37M | 595.7K | Q2 2026 |
| Intrua Financial, LLC$969M AUM | 0.70% | $7M | 108.3K | Q1 2026OLDER |
| KOM Wealth Management Group, LLC$147M AUM | 0.70% | $1M | 16.4K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.68% | $1M | 23.0K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.67% | $20M | 318.9K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.67% | $2M | 28.8K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.67% | $5M | 76.9K | Q1 2026OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.66% | $4M | 68.9K | Q3 2025OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.66% | $9M | 135.9K | Q1 2026OLDER |
| FAGAN ASSOCIATES, INC.$719M AUM | 0.65% | $5M | 74.8K | Q1 2026OLDER |
| Guardian Capital, LLC$105M AUM | 0.64% | $673,541 | 10.8K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.64% | $114M | 1.82M | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.64% | $2M | 24.2K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.62% | $13M | 203.6K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.62% | $26M | 412.6K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 0.61% | $3M | 46.7K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.61% | $10M | 167.2K | Q1 2026OLDER |
| Sun Financial Inc$200M AUM | 0.61% | $1M | 19.2K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 0.59% | $1M | 21.6K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.59% | $1M | 17.0K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.58% | $2M | 30.3K | Q2 2026 |
| Lewis Asset Management, LLC$245M AUM | 0.58% | $1M | 22.6K | Q1 2026OLDER |
| Colonial River Investments, LLC$279M AUM | 0.57% | $2M | 25.6K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.57% | $9M | 147.3K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.57% | $8M | 125.0K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.57% | $7M | 118.8K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.57% | $1M | 20.9K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.56% | $31M | 492.9K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.55% | $2M | 38.0K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.55% | $5M | 77.8K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.53% | $12M | 186.1K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.52% | $31M | 490.9K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.52% | $9M | 139.4K | Q1 2026OLDER |
| Braeburn Wealth Management LLC$175M AUM | 0.52% | $914,689 | 14.6K | Q1 2026OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.52% | $3M | 54.3K | Q3 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.51% | $22M | 353.1K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.51% | $1M | 23.4K | Q1 2026OLDER |
| Centerpoint Advisory Group$133M AUM | 0.51% | $675,647 | 10.8K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.51% | $3M | 48.3K | Q1 2026OLDER |
| Vivid Wealth Management, LLC$247M AUM | 0.50% | $1M | 19.9K | Q1 2026OLDER |
| Strategic Equity Management$266M AUM | 0.49% | $1M | 21.0K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.49% | $16M | 256.7K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.49% | $994,137 | 16.0K | Q1 2026OLDER |
| Lighthouse Financial LLC$166M AUM | 0.48% | $802,395 | 12.8K | Q1 2026OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 0.48% | $815,654 | 13.0K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.47% | $2M | 29.7K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.47% | $30M | 486.0K | Q1 2026OLDER |
| Gaddis Premier Wealth Advisors LLC$136M AUM | 0.46% | $628,302 | 10.0K | Q1 2026OLDER |
| Paragon Advisors, LLC$371M AUM | 0.46% | $2M | 27.5K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.46% | $1M | 22.4K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 0.46% | $7M | 111.8K | Q2 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.45% | $7M | 113.0K | Q2 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.45% | $14M | 218.9K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.45% | $4M | 64.9K | Q1 2026OLDER |
| Powers Advisory Group, LLC$284M AUM | 0.45% | $1M | 20.3K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.45% | $746,253 | 11.9K | Q1 2026OLDER |
| ETF Store, Inc.$103M AUM | 0.44% | $456,909 | 7.3K | Q1 2026OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 0.44% | $486,044 | 7.8K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.43% | $16M | 250.3K | Q1 2026OLDER |
| BNB Wealth Management, LLC$156M AUM | 0.43% | $666,514 | 10.7K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.43% | $2M | 28.6K | Q2 2026 |
| Ellis Investment Partners, LLC$576M AUM | 0.42% | $2M | 39.1K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.42% | $50M | 795.3K | Q1 2026OLDER |
| Compass Advisory Group LLC$374M AUM | 0.42% | $2M | 25.1K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.42% | $1M | 19.9K | Q3 2025OLDER |
| Fortis Capital Management LLC$977M AUM | 0.42% | $4M | 65.2K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.42% | $957,379 | 15.3K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.41% | $15M | 236.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.41% | $108M | 1.73M | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.41% | $1M | 22.0K | Q1 2026OLDER |
| Vann Equity Management LLC$140M AUM | 0.41% | $572,343 | 9.1K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.41% | $7M | 116.7K | Q1 2026OLDER |
| IAM Advisory, LLC$446M AUM | 0.41% | $2M | 29.0K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.40% | $3M | 45.5K | Q1 2026OLDER |
| Bravias Capital Group, LLC$153M AUM | 0.40% | $604,314 | 9.7K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.39% | $2M | 26.9K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.39% | $2M | 32.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.39% | $4M | 56.8K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 0.39% | $708,374 | 11.3K | Q1 2026OLDER |
| OxenFree Capital LLC$218M AUM | 0.39% | $844,638 | 13.1K | Q2 2026 |
| Ballast Rock Private Wealth LLC$181M AUM | 0.38% | $695,854 | 11.1K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 0.38% | $2M | 32.6K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.38% | $960,566 | 15.4K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.38% | $10M | 164.0K | Q2 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.38% | $20M | 325.6K | Q2 2026 |
| NWAM LLC$1.7B AUM | 0.38% | $7M | 104.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.37% | $351M | 5.61M | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.37% | $7M | 107.7K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.37% | $6M | 91.2K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.36% | $1M | 16.1K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.36% | $16M | 249.4K | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 0.36% | $1M | 18.3K | Q3 2025OLDER |
| Apollon Financial, LLC$723M AUM | 0.36% | $3M | 41.4K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.36% | $560,540 | 9.0K | Q1 2026OLDER |
| Jacksonville Wealth Management, LLC$148M AUM | 0.36% | $528,682 | 8.5K | Q1 2026OLDER |
| Hofer & Associates. Inc$186M AUM | 0.36% | $661,384 | 10.6K | Q1 2026OLDER |
| Long Island Wealth Management, Inc.$216M AUM | 0.35% | $762,732 | 12.2K | Q1 2026OLDER |
| Capstone Wealth Management Group LLC$163M AUM | 0.35% | $569,296 | 9.1K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.35% | $469,196 | 7.5K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.35% | $28M | 449.8K | Q1 2026OLDER |
| IVC Wealth Advisors LLC$230M AUM | 0.35% | $796,639 | 12.7K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.35% | $3M | 53.5K | Q1 2026OLDER |
| Wealth Management Partners, LLC$350M AUM | 0.35% | $1M | 18.9K | Q3 2025OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.34% | $591,712 | 9.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.34% | $232M | 3.70M | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.34% | $1M | 19.2K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.33% | $439,108 | 7.0K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.33% | $1M | 24.0K | Q2 2026 |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.33% | $1M | 18.5K | Q2 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.33% | $6M | 98.8K | Q1 2026OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.32% | $688,031 | 11.4K | Q4 2025OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.32% | $8M | 120.9K | Q2 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.32% | $956,686 | 15.7K | Q4 2025OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.32% | $2M | 37.0K | Q1 2026OLDER |
| Welch Financial Planning, LLC$139M AUM | 0.32% | $444,739 | 7.1K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.32% | $16M | 250.7K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.31% | $1M | 20.5K | Q2 2026 |
| M3 Advisory Group, LLC$162M AUM | 0.31% | $508,099 | 8.1K | Q1 2026OLDER |
| Northwest Wealth Advisors, LLC$140M AUM | 0.31% | $437,260 | 7.0K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.31% | $6M | 101.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.31% | $1.2B | 18.61M | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.31% | $895,291 | 14.3K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 0.31% | $2M | 25.3K | Q2 2026 |
| Equity Wealth Partners, LLC$155M AUM | 0.30% | $471,574 | 7.5K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.30% | $1M | 18.7K | Q2 2026 |
| North Capital, Inc.$118M AUM | 0.30% | $358,156 | 5.7K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.30% | $531,333 | 8.5K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.30% | $6M | 92.9K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.30% | $799,007 | 12.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.29% | $478M | 7.64M | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.29% | $7M | 104.5K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.29% | $3M | 51.8K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.29% | $7M | 108.2K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.29% | $25M | 438.7K | Q3 2025OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 0.29% | $719,440 | 11.5K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.29% | $778,743 | 12.4K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.29% | $4M | 62.7K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.28% | $2M | 29.7K | Q1 2026OLDER |
| E-Wealth Partners, LLC$124M AUM | 0.28% | $348,805 | 5.6K | Q2 2026 |
| Hudock, Inc.$680M AUM | 0.28% | $2M | 30.3K | Q1 2026OLDER |
| BankPlus Wealth Management LLC$194M AUM | 0.27% | $530,459 | 8.5K | Q1 2026OLDER |
| TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM | 0.27% | $3M | 53.5K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.27% | $1M | 19.2K | Q1 2026OLDER |
| Investment Management Trust, LLC$103M AUM | 0.27% | $274,757 | 4.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.26% | $190M | 3.03M | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.26% | $1M | 18.0K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.26% | $1M | 19.1K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 0.26% | $2M | 33.7K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.26% | $450,797 | 7.2K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.26% | $1M | 24.5K | Q4 2025OLDER |
| McAlister, Sweet & Associates, Inc.$161M AUM | 0.26% | $416,962 | 6.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.26% | $18M | 282.2K | Q1 2026OLDER |
| Chicago Wealth Management, Inc.$251M AUM | 0.26% | $647,051 | 10.3K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.26% | $42M | 678.9K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.26% | $761,953 | 12.1K | Q2 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.26% | $504,570 | 8.1K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.25% | $921,532 | 14.7K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.25% | $1M | 19.3K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.25% | $708,319 | 11.3K | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 0.25% | $652,475 | 10.4K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.24% | $378,926 | 6.1K | Q1 2026OLDER |
| Prepared Retirement Institute LLC$202M AUM | 0.24% | $485,702 | 7.8K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.24% | $10M | 161.0K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.24% | $3M | 41.4K | Q2 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.24% | $86M | 1.37M | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.23% | $662,351 | 10.6K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.23% | $31M | 488.8K | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.23% | $866,018 | 13.8K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.23% | $9M | 137.8K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.23% | $7M | 119.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.23% | $36M | 591.7K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.23% | $19M | 300.3K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.23% | $916,817 | 14.7K | Q1 2026OLDER |
| Chancellor Financial Group WB LP$141M AUM | 0.23% | $321,246 | 5.1K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.23% | $5M | 86.3K | Q1 2026OLDER |
| Next Level Wealth Planning, LLC$195M AUM | 0.22% | $436,771 | 7.0K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 0.22% | $609,596 | 9.7K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.22% | $1M | 21.0K | Q1 2026OLDER |
| MBE Wealth Management, LLC$241M AUM | 0.22% | $529,095 | 8.5K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.22% | $272,554 | 4.4K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 0.22% | $2M | 31.2K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.22% | $2M | 34.0K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.22% | $35M | 562.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.22% | $12M | 202.2K | Q4 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.22% | $13M | 211.4K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.22% | $617,490 | 9.9K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.22% | $636,235 | 10.2K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.21% | $334,383 | 5.3K | Q1 2026OLDER |
| Insight Wealth Partners, LLC$713M AUM | 0.21% | $2M | 24.2K | Q1 2026OLDER |
| SpringVest Wealth Management LLC$146M AUM | 0.21% | $308,671 | 4.9K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.21% | $579,343 | 9.3K | Q1 2026OLDER |
| Nautilus Advisors LLC$146M AUM | 0.21% | $305,240 | 4.9K | Q1 2026OLDER |
| Roan Capital Partners$121M AUM | 0.21% | $251,910 | 4.0K | Q2 2026 |
| Bay Capital Advisors, LLC$162M AUM | 0.21% | $334,807 | 5.4K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.21% | $19M | 303.3K | Q1 2026OLDER |
| Sonoma Allocations LLC$322M AUM | 0.21% | $662,199 | 10.5K | Q2 2026 |
| Tranquility Partners, LLC$265M AUM | 0.20% | $541,811 | 8.7K | Q1 2026OLDER |
| Perissos Private Wealth Management, LLC$115M AUM | 0.20% | $233,921 | 3.7K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.20% | $221,087 | 3.5K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.20% | $478,896 | 7.7K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.20% | $32M | 518.9K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.20% | $243,849 | 3.9K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.20% | $389,559 | 6.2K | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.20% | $2M | 33.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.20% | $38M | 614.8K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.20% | $711,952 | 11.4K | Q1 2026OLDER |
| WealthTrust Asset Management, LLC$167M AUM | 0.19% | $326,376 | 5.2K | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 0.19% | $293,668 | 4.7K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.19% | $788,043 | 12.6K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.19% | $472,087 | 7.5K | Q1 2026OLDER |
| Bay Rivers Group$293M AUM | 0.19% | $556,441 | 8.9K | Q2 2026 |
| PRUDENT INVESTORS NETWORK, INC.$459M AUM | 0.19% | $868,833 | 13.9K | Q1 2026OLDER |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 0.19% | $291,276 | 4.7K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.19% | $16M | 261.9K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.19% | $14M | 222.8K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.19% | $2M | 37.0K | Q1 2026OLDER |
| Sloy Dahl & Holst, LLC$728M AUM | 0.18% | $1M | 21.4K | Q1 2026OLDER |
| Socha Financial Group, LLC$197M AUM | 0.18% | $357,530 | 5.7K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.18% | $278,001 | 4.4K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.18% | $373,904 | 6.0K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.18% | $11M | 178.9K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.18% | $7M | 109.8K | Q1 2026OLDER |
| Capasso Planning Partners LLC$185M AUM | 0.18% | $330,168 | 5.3K | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 0.18% | $958,779 | 15.9K | Q4 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.18% | $510,940 | 8.2K | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.18% | $1M | 16.5K | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 0.17% | $303,847 | 4.9K | Q2 2026 |
| Level Wealth Management LLC$213M AUM | 0.17% | $373,233 | 6.0K | Q1 2026OLDER |
| CHANNEL WEALTH LLC$413M AUM | 0.17% | $716,938 | 11.5K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS LLC$397M AUM | 0.17% | $689,247 | 11.1K | Q2 2026 |
| WEST BANCORPORATION INC$200M AUM | 0.17% | $307,752 | 5.4K | Q3 2025OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.17% | $3M | 54.4K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.17% | $30M | 480.0K | Q1 2026OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 0.17% | $1M | 16.2K | Q2 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.17% | $7M | 108.4K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.17% | $3M | 42.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.17% | $2.3B | 36.33M | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.17% | $1M | 20.8K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.17% | $849,552 | 13.6K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.16% | $2M | 29.5K | Q1 2026OLDER |
| EWG Elevate Inc.$320M AUM | 0.16% | $527,287 | 9.2K | Q3 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.16% | $10M | 163.3K | Q1 2026OLDER |
| Plotkin Financial Advisors, LLC$199M AUM | 0.16% | $326,688 | 5.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.16% | $15M | 242.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.16% | $34M | 546.7K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.16% | $6M | 101.5K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.16% | $2M | 33.6K | Q1 2026OLDER |
| HMV Wealth Advisors, LLC$213M AUM | 0.16% | $336,135 | 5.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.16% | $511M | 8.17M | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.16% | $567,432 | 9.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.16% | $8M | 120.3K | Q1 2026OLDER |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.16% | $223,926 | 4.1K | Q3 2025OLDER |
| Independence Wealth Advisors, LLC$188M AUM | 0.15% | $290,095 | 4.6K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.15% | $2M | 33.7K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.15% | $243,037 | 4.0K | Q4 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.15% | $3M | 44.2K | Q1 2026OLDER |
| GSG Advisors LLC$385M AUM | 0.15% | $570,722 | 9.1K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.15% | $878,061 | 14.6K | Q4 2025OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.15% | $988,632 | 15.8K | Q1 2026OLDER |
| Marin Bay Wealth Advisors, LLC$166M AUM | 0.15% | $243,856 | 3.9K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.15% | $7M | 103.4K | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.14% | $1M | 20.1K | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.14% | $392,309 | 6.8K | Q3 2025OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.14% | $1M | 16.2K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.14% | $2M | 32.7K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.14% | $564,604 | 9.0K | Q1 2026OLDER |
| INSTRUMENTAL WEALTH, LLC$163M AUM | 0.14% | $226,927 | 3.6K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.14% | $188,434 | 3.0K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.14% | $403,620 | 6.5K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.14% | $3M | 48.1K | Q2 2026 |
| Turning Point Benefit Group, Inc.$157M AUM | 0.14% | $214,704 | 4.4K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.14% | $10M | 159.2K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.14% | $1M | 22.3K | Q4 2025OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.13% | $289,958 | 4.6K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.13% | $534,012 | 8.5K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.13% | $2M | 29.3K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.13% | $3M | 46.3K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.13% | $344,143 | 5.5K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.13% | $824,538 | 13.2K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.13% | $2M | 37.2K | Q1 2026OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 0.13% | $358,882 | 5.7K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.13% | $2M | 36.0K | Q1 2026OLDER |
| CEERA INVESTMENTS, LLC$228M AUM | 0.13% | $293,719 | 4.7K | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.13% | $582,956 | 9.3K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.13% | $159,357 | 2.5K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.13% | $836,673 | 13.5K | Q2 2026 |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.13% | $259,874 | 4.2K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.12% | $2M | 37.9K | Q1 2026OLDER |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.12% | $420,475 | 6.7K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.12% | $628,963 | 10.1K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.12% | $543,740 | 8.7K | Q1 2026OLDER |
| Centric Wealth Management$501M AUM | 0.12% | $610,541 | 9.7K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.12% | $3M | 53.2K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.12% | $224,115 | 3.6K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.12% | $33M | 533.8K | Q2 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.12% | $2M | 33.9K | Q1 2026OLDER |
| Oxler Private Wealth LLC$319M AUM | 0.12% | $380,616 | 6.1K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.12% | $765,629 | 12.2K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.12% | $778,226 | 12.9K | Q4 2025OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.12% | $486,044 | 7.8K | Q1 2026OLDER |
| LOWERY THOMAS, LLC$175M AUM | 0.12% | $202,318 | 3.2K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.12% | $2M | 25.6K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.11% | $108M | 1.73M | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.11% | $174,586 | 2.8K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.11% | $3M | 41.4K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.11% | $202,263 | 3.4K | Q4 2025OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.11% | $1M | 23.9K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 0.11% | $998,411 | 16.0K | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 0.11% | $372,679 | 6.0K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.11% | $515,940 | 8.1K | Q2 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.11% | $595,562 | 10.4K | Q3 2025OLDER |
| Spectrum Strategic Capital Management, LLC$186M AUM | 0.11% | $201,717 | 3.4K | Q4 2025OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.11% | $309,601 | 4.9K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.11% | $229,282 | 3.7K | Q1 2026OLDER |
| Rothschild Capital Partners, LLC$408M AUM | 0.10% | $424,845 | 6.8K | Q1 2026OLDER |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.10% | $221,892 | 3.9K | Q3 2025OLDER |
| Atlas Private Wealth Advisors$425M AUM | 0.10% | $431,281 | 6.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.10% | $19M | 299.3K | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 0.10% | $632,732 | 10.1K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.10% | $49M | 785.8K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.10% | $706,021 | 11.3K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.10% | $3M | 41.4K | Q2 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.10% | $584,686 | 9.3K | Q1 2026OLDER |
| Grant Street Asset Management, Inc.$519M AUM | 0.10% | $505,325 | 8.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.10% | $55M | 877.4K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.10% | $62M | 994.5K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.10% | $300,289 | 4.8K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.10% | $420,494 | 6.7K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.10% | $483,619 | 7.7K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.10% | $795,267 | 12.7K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.10% | $2M | 37.3K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.09% | $585,504 | 10.2K | Q3 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.09% | $5M | 72.2K | Q1 2026OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 0.09% | $229,404 | 3.7K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.