PACER FDS TR
CUSIP 69374H857
Pacer Fds Tr has 385 institutional holders in Filings Flow’s 13F database, together reporting 44.75M shares worth $2.0B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Lpl Financial LLC.
Institutional Holders
385
Q1 2026
Reported Value
$2.0B
Ticker
unmapped
private placement or foreign
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.04% | $494M | 11.00M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.01% | $187M | 4.16M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.04% | $141M | 3.14M | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.09% | $82M | 1.84M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $73M | 1.64M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $71M | 1.59M | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.04% | $59M | 1.31M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $51M | 1.14M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $45M | 1.01M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $37M | 829.6K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.02% | $37M | 832.6K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $30M | 674.1K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.05% | $30M | 668.9K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.16% | $29M | 732.1K | Q2 2025OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 3.12% | $28M | 626.1K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.07% | $28M | 613.2K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $25M | 561.4K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.03% | $21M | 474.7K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.11% | $19M | 420.2K | Q1 2026 |
| Compass Advisory Group LLC$374M AUM | 4.95% | $19M | 412.3K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $18M | 391.7K | Q1 2026 |
| Pacer Advisors, Inc.$35.6B AUM | 0.05% | $17M | 382.8K | Q1 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 1.96% | $17M | 380.2K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $17M | 374.2K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $16M | 349.9K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.06% | $15M | 325.7K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.07% | $13M | 287.4K | Q1 2026 |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.49% | $12M | 291.3K | Q2 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $11M | 248.2K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $11M | 245.7K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.55% | $11M | 245.1K | Q1 2026 |
| Procyon Advisors, LLC$2.3B AUM | 0.51% | $10M | 232.8K | Q1 2026 |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 6.16% | $10M | 227.3K | Q1 2026 |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.91% | $8M | 180.2K | Q1 2026 |
| Long Island Wealth Management, Inc.$216M AUM | 3.66% | $8M | 176.0K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.26% | $8M | 200.4K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $7M | 166.8K | Q1 2026 |
| PSI Advisors, LLC$418M AUM | 1.76% | $7M | 164.1K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $7M | 163.4K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.08% | $7M | 161.1K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.15% | $7M | 163.3K | Q2 2025OLDER |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.22% | $6M | 158.5K | Q2 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.07% | $6M | 134.6K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.29% | $6M | 125.5K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $6M | 124.5K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $5M | 117.9K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $5M | 109.9K | Q1 2026 |
| Econ Financial Services Corp$215M AUM | 2.28% | $5M | 109.4K | Q1 2026 |
| Carter Financial Group, INC.$162M AUM | 2.94% | $5M | 106.0K | Q1 2026 |
| Clarus Wealth Advisors$235M AUM | 1.99% | $5M | 102.8K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $5M | 103.2K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.17% | $5M | 104.0K | Q3 2025OLDER |
| Family Manage LLC$834M AUM | 0.54% | $5M | 101.3K | Q1 2026 |
| INSTRUMENTAL WEALTH, LLC$163M AUM | 3.17% | $5M | 104.3K | Q3 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.05% | $4M | 100.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 97.3K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.14% | $4M | 96.3K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $4M | 94.3K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $4M | 95.0K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.13% | $4M | 86.9K | Q3 2025OLDER |
| Keystone Financial Services, LLC$149M AUM | 2.52% | $4M | 83.4K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $4M | 82.0K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.05% | $4M | 80.7K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.07% | $4M | 78.8K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.02% | $3M | 75.5K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.11% | $3M | 74.5K | Q1 2026 |
| Inlight Wealth Management, LLC$270M AUM | 1.23% | $3M | 73.8K | Q1 2026 |
| Clay Northam Wealth Management, LLC$178M AUM | 1.81% | $3M | 71.8K | Q1 2026 |
| Atlas Wealth LLC$334M AUM | 0.95% | $3M | 70.6K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.09% | $3M | 68.4K | Q1 2026 |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 1.49% | $3M | 60.0K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.01% | $3M | 63.9K | Q1 2026 |
| Investor's Fiduciary Advisor Network, LLC$326M AUM | 0.86% | $3M | 62.9K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.03% | $3M | 62.2K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.19% | $3M | 62.2K | Q1 2026 |
| Anson Capital, Inc.$146M AUM | 1.90% | $3M | 62.0K | Q1 2026 |
| Ellis Investment Partners, LLC$576M AUM | 0.45% | $3M | 58.4K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.07% | $3M | 58.1K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $3M | 57.7K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.11% | $3M | 57.0K | Q1 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM | 1.22% | $3M | 57.1K | Q3 2025OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.50% | $3M | 52.1K | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.03% | $2M | 55.0K | Q1 2026 |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.19% | $2M | 54.9K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 53.6K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $2M | 52.1K | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.80% | $2M | 51.9K | Q1 2026 |
| Premier Path Wealth Partners, LLC$767M AUM | 0.29% | $2M | 49.4K | Q1 2026 |
| Pacific Capital Wealth Advisors, Inc.$663M AUM | 0.40% | $2M | 53.6K | Q2 2025OLDER |
| ETF Store, Inc.$103M AUM | 2.11% | $2M | 48.3K | Q1 2026 |
| First PREMIER Bank$433M AUM | 0.50% | $2M | 48.0K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.03% | $2M | 47.8K | Q1 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.28% | $2M | 47.2K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 46.5K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.05% | $2M | 45.9K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $2M | 45.4K | Q1 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 0.99% | $2M | 45.2K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.05% | $2M | 45.2K | Q1 2026 |
| BCS Wealth Management$490M AUM | 0.41% | $2M | 45.1K | Q1 2026 |
| Prairie Sky Financial Group LLC$182M AUM | 1.07% | $2M | 49.0K | Q2 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 42.8K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.01% | $2M | 42.7K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.08% | $2M | 42.5K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $2M | 42.3K | Q1 2026 |
| Claro Advisors Inc.$830M AUM | 0.22% | $2M | 41.4K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.03% | $2M | 41.7K | Q4 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.11% | $2M | 40.7K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 40.2K | Q1 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.77% | $2M | 38.6K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.04% | $2M | 36.7K | Q1 2026 |
| WNY Asset Management, LLC$967M AUM | 0.18% | $2M | 38.6K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $2M | 38.4K | Q1 2026 |
| Copia Wealth Management$146M AUM | 1.17% | $2M | 37.9K | Q1 2026 |
| Smart Portfolios, LLC$100M AUM | 1.69% | $2M | 37.7K | Q1 2026 |
| Bedel Financial Consulting, Inc.$888M AUM | 0.19% | $2M | 37.4K | Q1 2026 |
| Commerce Advisors, LLC$119M AUM | 1.40% | $2M | 37.2K | Q1 2026 |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.35% | $2M | 37.1K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.07% | $2M | 37.0K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 0.15% | $2M | 36.7K | Q1 2026 |
| JBR Co Financial Management Inc$274M AUM | 0.67% | $2M | 36.0K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.03% | $2M | 35.6K | Q4 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.05% | $2M | 35.1K | Q1 2026 |
| Endowment Wealth Management, Inc.$226M AUM | 0.70% | $2M | 35.1K | Q1 2026 |
| Forefront Wealth Partners, LLC$239M AUM | 0.63% | $2M | 33.6K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $1M | 33.0K | Q1 2026 |
| Firestone Capital Management$480M AUM | 0.30% | $1M | 32.2K | Q1 2026 |
| Sylvest Advisors, LLC$188M AUM | 0.74% | $1M | 31.6K | Q3 2025OLDER |
| EWG Elevate Inc.$320M AUM | 0.43% | $1M | 34.7K | Q2 2025OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.20% | $1M | 30.7K | Q1 2026 |
| Oregon Pacific Wealth Management, LLC$96M AUM | 1.27% | $1M | 33.8K | Q2 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.05% | $1M | 28.8K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.22% | $1M | 28.6K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 28.4K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.02% | $1M | 27.8K | Q1 2026 |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.38% | $1M | 27.5K | Q4 2025OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $1M | 27.0K | Q1 2026 |
| KPP Advisory Services LLC$689M AUM | 0.18% | $1M | 26.9K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.18% | $1M | 27.5K | Q3 2025OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.47% | $1M | 26.2K | Q1 2026 |
| Inscription Capital, LLC$951M AUM | 0.12% | $1M | 26.1K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.06% | $1M | 26.1K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.63% | $1M | 26.1K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.06% | $1M | 25.6K | Q1 2026 |
| IronOak Wealth LLC.$103M AUM | 1.12% | $1M | 28.9K | Q2 2025OLDER |
| MONEYWISE, INC.$229M AUM | 0.50% | $1M | 25.5K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.05% | $1M | 25.0K | Q1 2026 |
| Evolution Wealth Advisors, LLC$981M AUM | 0.11% | $1M | 24.8K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 24.2K | Q1 2026 |
| Cushing Capital Partners, LLC$130M AUM | 0.83% | $1M | 24.0K | Q1 2026 |
| Wealth Group Ltd$439M AUM | 0.24% | $1M | 23.2K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 23.0K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 22.9K | Q1 2026 |
| CMC Financial Group$51M AUM | 2.01% | $1M | 22.9K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.03% | $1M | 22.3K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $959,687 | 21.4K | Q1 2026 |
| Plan Group Financial, LLC$426M AUM | 0.22% | $953,116 | 21.2K | Q1 2026 |
| Pacific Wealth Strategies Group, Inc.$174M AUM | 0.58% | $934,597 | 20.8K | Q1 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.07% | $932,918 | 20.8K | Q1 2026 |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.12% | $931,665 | 20.8K | Q1 2026 |
| Fortune Financial Group, Inc.$111M AUM | 0.91% | $930,000 | 18.8K | Q4 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.02% | $908,207 | 20.2K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $905,791 | 20.2K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $898,095 | 20.0K | Q1 2026 |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.10% | $882,503 | 19.7K | Q1 2026 |
| Goldstone Financial Group, LLC$922M AUM | 0.09% | $861,180 | 19.2K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $852,161 | 19.0K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $848,341 | 19.1K | Q4 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.12% | $835,384 | 18.6K | Q1 2026 |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.08% | $826,559 | 20.8K | Q2 2025OLDER |
| WEST BANCORPORATION INC$200M AUM | 0.45% | $809,054 | 18.5K | Q3 2025OLDER |
| Capital Analysts, LLC$3.8B AUM | 0.02% | $802,000 | 17.9K | Q1 2026 |
| Garden State Investment Advisory Services LLC$455M AUM | 0.18% | $801,019 | 17.9K | Q1 2026 |
| Edge Financial Advisors LLC$97M AUM | 0.82% | $795,580 | 18.3K | Q4 2025OLDER |
| Z3 Capital Partners, LLC$395M AUM | 0.20% | $791,425 | 17.6K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.20% | $786,686 | 17.5K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $782,505 | 17.4K | Q1 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.50% | $780,448 | 17.4K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $779,075 | 17.4K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.44% | $774,908 | 17.7K | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $752,425 | 16.8K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.06% | $750,271 | 16.7K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $743,361 | 16.6K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.06% | $741,219 | 16.5K | Q1 2026 |
| E&G Advisors, LP$449M AUM | 0.16% | $735,868 | 16.4K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $720,377 | 16.1K | Q1 2026 |
| HICKORY ASSET MANAGEMENT, INC.$121M AUM | 0.59% | $713,389 | 17.9K | Q2 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $712,522 | 15.4K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $704,418 | 15.9K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.05% | $701,545 | 15.6K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $700,000 | 16.0K | Q3 2025OLDER |
| City Center Advisors, LLC$123M AUM | 0.65% | $698,654 | 15.6K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $681,227 | 15.2K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $678,758 | 15.1K | Q1 2026 |
| BlueChip Wealth Advisors LLC$228M AUM | 0.29% | $668,475 | 15.9K | Q1 2026 |
| Paragon Private Wealth Management, LLC$320M AUM | 0.20% | $654,518 | 14.6K | Q1 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.39% | $652,066 | 14.5K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.18% | $641,976 | 14.5K | Q4 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $639,103 | 14.6K | Q3 2025OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.11% | $621,706 | 14.2K | Q3 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.05% | $621,180 | 14.0K | Q4 2025OLDER |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $621,000 | 13.8K | Q1 2026 |
| QTR Family Wealth, LLC$240M AUM | 0.38% | $612,235 | 15.4K | Q2 2025OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.17% | $608,976 | 13.6K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $601,195 | 13.4K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.21% | $601,137 | 13.4K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $600,899 | 13.4K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $598,818 | 13.5K | Q4 2025OLDER |
| Unified Investment Management$98M AUM | 0.61% | $596,966 | 13.3K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $595,453 | 13.4K | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $592,374 | 13.2K | Q1 2026 |
| Fortitude Financial, LLC$111M AUM | 0.49% | $591,085 | 3.2K | Q3 2025OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.16% | $587,797 | 13.1K | Q1 2026 |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.18% | $581,000 | 12.8K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.10% | $578,688 | 12.9K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $578,644 | 12.9K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $574,919 | 12.8K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $560,035 | 14.1K | Q2 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $559,363 | 12.5K | Q1 2026 |
| Northeast Financial Consultants Inc$2.4B AUM | 0.02% | $538,578 | 13.5K | Q2 2025OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.05% | $534,699 | 13.4K | Q2 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $518,283 | 11.6K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.04% | $510,172 | 11.4K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $498,497 | 11.2K | Q4 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $492,773 | 11.1K | Q4 2025OLDER |
| Apexium Financial, LP$2.1B AUM | 0.02% | $489,692 | 11.2K | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $483,497 | 10.8K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 0.03% | $482,000 | 10.8K | Q1 2026 |
| Spectrum Strategic Capital Management, LLC$186M AUM | 0.26% | $480,917 | 10.7K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.02% | $474,000 | 10.6K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.03% | $471,136 | 10.5K | Q1 2026 |
| Sloy Dahl & Holst, LLC$728M AUM | 0.06% | $467,995 | 10.4K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $466,440 | 10.4K | Q1 2026 |
| Oder Investment Management, LLC$130M AUM | 0.35% | $455,709 | 10.2K | Q1 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 0.14% | $453,183 | 10.1K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.01% | $449,194 | 10.0K | Q1 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.11% | $448,278 | 10.0K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.00% | $443,000 | 9.9K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $436,816 | 9.7K | Q1 2026 |
| TME FINANCIAL, INC.$144M AUM | 0.33% | $435,782 | 10.0K | Q3 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $427,858 | 10.7K | Q2 2025OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.07% | $426,685 | 9.5K | Q1 2026 |
| Tripletail Wealth Management, LLC$73M AUM | 0.58% | $426,442 | 9.4K | Q1 2026 |
| Nautilus Advisors LLC$146M AUM | 0.29% | $425,320 | 9.5K | Q1 2026 |
| Capital Advisors, Ltd. LLC$880M AUM | 0.05% | $424,000 | 9.5K | Q1 2026 |
| Sankala Group LLC$122M AUM | 0.35% | $423,777 | 9.6K | Q1 2026 |
| National Wealth Management Group, LLC$269M AUM | 0.15% | $414,450 | 9.2K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $409,695 | 9.1K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.02% | $408,019 | 9.1K | Q1 2026 |
| CHANNEL WEALTH LLC$413M AUM | 0.10% | $405,535 | 9.0K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $403,500 | 9.0K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $400,838 | 8.9K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $399,130 | 8.9K | Q1 2026 |
| Carnegie Lake Advisors LLC$252M AUM | 0.16% | $398,085 | 8.9K | Q1 2026 |
| IF Advisors, LLC$141M AUM | 0.28% | $397,100 | 8.8K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.00% | $393,128 | 9.9K | Q2 2025OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 0.08% | $388,153 | 8.7K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.06% | $385,003 | 8.6K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $382,663 | 8.7K | Q3 2025OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.10% | $382,328 | 8.5K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $381,978 | 8.5K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $379,000 | 8.7K | Q3 2025OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.02% | $375,165 | 8.4K | Q1 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.05% | $369,706 | 8.2K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $358,876 | 8.0K | Q1 2026 |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 0.27% | $358,575 | 8.2K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $355,330 | 7.9K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $355,112 | 7.9K | Q1 2026 |
| Carrera Capital Advisors$649M AUM | 0.06% | $351,755 | 7.9K | Q4 2025OLDER |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 0.30% | $350,906 | 8.0K | Q3 2025OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.19% | $349,601 | 7.8K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.00% | $347,832 | 7.8K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.04% | $347,392 | 7.7K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $346,823 | 7.7K | Q1 2026 |
| Runnymede Capital Advisors, Inc.$116M AUM | 0.30% | $343,704 | 7.7K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $342,313 | 7.6K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $341,506 | 7.6K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.02% | $340,223 | 7.6K | Q1 2026 |
| Financial Partners Group, Inc$836M AUM | 0.04% | $339,373 | 7.6K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.05% | $336,432 | 7.5K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $334,955 | 7.5K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $333,475 | 7.4K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $325,788 | 7.3K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $325,084 | 7.2K | Q1 2026 |
| Bravias Capital Group, LLC$153M AUM | 0.21% | $324,296 | 7.2K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.03% | $323,917 | 7.2K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.06% | $320,879 | 7.2K | Q4 2025OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.02% | $320,865 | 7.2K | Q1 2026 |
| Next Level Wealth Planning, LLC$195M AUM | 0.16% | $320,491 | 7.1K | Q1 2026 |
| Americana Partners, LLC$3.9B AUM | 0.01% | $320,431 | 8.0K | Q2 2025OLDER |
| Balefire, LLC$613M AUM | 0.06% | $319,874 | 7.1K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $319,436 | 7.1K | Q1 2026 |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.05% | $318,618 | 7.0K | Q1 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.07% | $316,933 | 7.1K | Q1 2026 |
| Tempo Wealth, LLC$573M AUM | 0.05% | $315,187 | 7.0K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $314,437 | 7.1K | Q1 2026 |
| Gaddis Premier Wealth Advisors LLC$136M AUM | 0.23% | $312,071 | 7.0K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.02% | $307,809 | 6.9K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.00% | $306,911 | 6.8K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $305,324 | 6.8K | Q1 2026 |
| Lion Street Advisors, LLC$289M AUM | 0.09% | $304,267 | 7.6K | Q2 2025OLDER |
| Avondale Wealth Management$203M AUM | 0.15% | $304,184 | 6.8K | Q1 2026 |
| Coquina Private Wealth LLC$124M AUM | 0.24% | $303,501 | 6.8K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.00% | $302,000 | 7.6K | Q2 2025OLDER |
| IFG Advisory, LLC$35M AUM | 0.01% | $297,859 | 6.7K | Q4 2025OLDER |
| Teamwork Financial Advisors, LLC$1.1B AUM | 0.03% | $296,817 | 6.8K | Q3 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $295,415 | 6.7K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $295,408 | 6.7K | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $294,305 | 6.6K | Q1 2026 |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.06% | $292,008 | 6.5K | Q1 2026 |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 0.12% | $289,456 | 6.5K | Q1 2026 |
| VISIONARY HORIZONS, LLC$203M AUM | 0.18% | $288,778 | 7.3K | Q2 2025OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $288,658 | 6.6K | Q3 2025OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.02% | $288,559 | 6.4K | Q1 2026 |
| Platform Technology Partners$519M AUM | 0.06% | $287,168 | 6.4K | Q1 2026 |
| Atlas Private Wealth Advisors$425M AUM | 0.04% | $285,892 | 7.2K | Q2 2025OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.13% | $285,354 | 7.2K | Q2 2025OLDER |
| OFC FINANCIAL PLANNING, LLC$102M AUM | 0.28% | $283,309 | 6.3K | Q1 2026 |
| 626 Financial, LLC$224M AUM | 0.12% | $279,027 | 6.4K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $277,172 | 6.2K | Q1 2026 |
| Heritage Wealth Management, Inc.$202M AUM | 0.14% | $273,976 | 6.1K | Q1 2026 |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.08% | $272,675 | 6.1K | Q1 2026 |
| NVWM, LLC$449M AUM | 0.06% | $272,092 | 6.1K | Q1 2026 |
| First American Bank$1.6B AUM | 0.02% | $269,220 | 6.0K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.04% | $264,778 | 5.9K | Q1 2026 |
| Insight Advisors, LLC/ PA$525M AUM | 0.04% | $263,230 | 5.9K | Q4 2025OLDER |
| Diligent Investors, LLC$404M AUM | 0.06% | $260,977 | 5.8K | Q1 2026 |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.12% | $259,125 | 5.8K | Q1 2026 |
| Round Rock Advisors LLC$654M AUM | 0.04% | $257,554 | 5.7K | Q1 2026 |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.18% | $257,497 | 5.7K | Q1 2026 |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.17% | $255,310 | 5.7K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $254,887 | 5.8K | Q3 2025OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.02% | $253,899 | 5.7K | Q1 2026 |
| Mascagni Wealth Management, Inc.$140M AUM | 0.18% | $252,417 | 5.6K | Q1 2026 |
| CEERA INVESTMENTS, LLC$228M AUM | 0.11% | $250,599 | 5.6K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.05% | $250,486 | 5.6K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $249,791 | 5.6K | Q1 2026 |
| Capasso Planning Partners LLC$185M AUM | 0.15% | $249,622 | 5.7K | Q3 2025OLDER |
| Cooper Financial Group$1.2B AUM | 0.03% | $248,714 | 5.7K | Q3 2025OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.09% | $247,693 | 5.5K | Q1 2026 |
| Bay Capital Advisors, LLC$162M AUM | 0.19% | $247,594 | 6.2K | Q2 2025OLDER |
| Weaver Consulting Group$420M AUM | 0.06% | $246,154 | 5.5K | Q1 2026 |
| BKM Wealth Management, LLC$274M AUM | 0.09% | $245,438 | 5.5K | Q1 2026 |
| Jacksonville Wealth Management, LLC$148M AUM | 0.17% | $243,281 | 5.5K | Q4 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $241,267 | 5.5K | Q3 2025OLDER |
| Stark Wealth Management LLC$10M AUM | 0.18% | $237,830 | 5.4K | Q4 2025OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $237,291 | 5.3K | Q4 2025OLDER |
| S.A. Mason LLC$266M AUM | 0.09% | $237,183 | 5.3K | Q1 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.02% | $236,182 | 5.3K | Q1 2026 |
| High Net Worth Advisory Group LLC$429M AUM | 0.06% | $236,101 | 5.9K | Q2 2025OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.03% | $235,568 | 5.3K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $233,259 | 5.3K | Q3 2025OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $233,031 | 5.2K | Q1 2026 |
| IVC Wealth Advisors LLC$230M AUM | 0.10% | $232,696 | 5.2K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.12% | $231,438 | 5.2K | Q1 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.11% | $230,766 | 5.1K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $229,914 | 5.1K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.02% | $229,344 | 5.1K | Q1 2026 |
| Perissos Private Wealth Management, LLC$115M AUM | 0.20% | $228,677 | 5.2K | Q4 2025OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.11% | $227,902 | 5.2K | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $227,410 | 5.1K | Q4 2025OLDER |
| Allie Family Office LLC$228M AUM | 0.11% | $227,179 | 5.2K | Q3 2025OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.04% | $226,999 | 5.2K | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $225,696 | 5.0K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.01% | $225,213 | 5.0K | Q1 2026 |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 0.07% | $224,754 | 5.0K | Q1 2026 |
| Connecticut Capital Management Group, LLC$106M AUM | 0.21% | $223,579 | 5.0K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $222,884 | 5.1K | Q3 2025OLDER |
| Keystone Financial Group$1.5B AUM | 0.02% | $221,182 | 4.9K | Q1 2026 |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.01% | $219,601 | 5.0K | Q4 2025OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.02% | $219,498 | 4.9K | Q4 2025OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.05% | $218,944 | 5.0K | Q3 2025OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.02% | $216,459 | 4.8K | Q1 2026 |
| Invenomic Capital Management LP$2.2B AUM | 0.01% | $216,363 | 4.8K | Q1 2026 |
| Worth Financial Advisory Group, LLC$229M AUM | 0.10% | $215,771 | 4.9K | Q4 2025OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.01% | $215,704 | 4.9K | Q3 2025OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.00% | $215,107 | 4.8K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.04% | $214,563 | 5.4K | Q2 2025OLDER |
| Centerpoint Advisory Group$133M AUM | 0.17% | $213,602 | 4.9K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $213,448 | 5.4K | Q2 2025OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.01% | $213,226 | 4.8K | Q4 2025OLDER |
| GWN SECURITIES INC.$523M AUM | 0.04% | $210,742 | 4.7K | Q1 2026 |
| Oxler Private Wealth LLC$319M AUM | 0.07% | $210,127 | 4.7K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.00% | $209,024 | 4.7K | Q4 2025OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $208,915 | 4.7K | Q1 2026 |
| 5T Wealth, LLC$253M AUM | 0.09% | $208,724 | 4.8K | Q3 2025OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.08% | $207,793 | 4.6K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $207,005 | 4.6K | Q1 2026 |
| Bey-Douglas LLC$115M AUM | 0.15% | $204,957 | 4.7K | Q3 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $204,675 | 4.5K | Q4 2025OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $200,712 | 4.5K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $193,892 | 4.3K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $192,806 | 4.3K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $184,861 | 4.6K | Q2 2025OLDER |
| CAROLINAS WEALTH CONSULTING LLC$0 AUM | 0.04% | $181,842 | 4.8K | Q2 2025OLDER |
| ADIRONDACK TRUST CO$336M AUM | 0.06% | $167,582 | 3.7K | Q1 2026 |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.06% | $166,635 | 3.8K | Q3 2025OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.13% | $131,652 | 2.9K | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.06% | $125,435 | 2.8K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $124,872 | 2.8K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $122,647 | 2.8K | Q1 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.02% | $116,797 | 2.6K | Q1 2026 |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.05% | $115,260 | 2.6K | Q1 2026 |
| Legacy Investment Solutions, LLC$192M AUM | 0.06% | $112,375 | 2.8K | Q2 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $109,173 | 2.7K | Q2 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.04% | $108,271 | 2.4K | Q1 2026 |
| Whipplewood Advisors, LLC$193M AUM | 0.05% | $101,227 | 2.3K | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $97,817 | 2.2K | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.00% | $95,357 | 2.4K | Q2 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.01% | $93,056 | 2.1K | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.03% | $90,298 | 2.0K | Q1 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 0.01% | $80,766 | 1.8K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $77,078 | 1.7K | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $75,051 | 1.9K | Q2 2025OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.03% | $74,426 | 1.7K | Q3 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $73,435 | 1.6K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $67,472 | 1.5K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $66,407 | 1.5K | Q1 2026 |
| Avalon Trust Co$1.5B AUM | 0.00% | $64,337 | 1.4K | Q4 2025OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.02% | $63,227 | 1.4K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $62,639 | 1.4K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $60,530 | 1.3K | Q1 2026 |
| SIERRA OCEAN, LLC$122M AUM | 0.04% | $59,723 | 1.5K | Q2 2025OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.01% | $58,869 | 1.3K | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.01% | $57,523 | 1.3K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $50,094 | 1.1K | Q4 2025OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.03% | $49,851 | 1.1K | Q1 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 0.03% | $49,190 | 1.1K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.00% | $44,493 | 1.1K | Q2 2025OLDER |
| Colonial Trust Co / SC$735M AUM | 0.01% | $44,020 | 1.0K | Q1 2026 |
| WFA of San Diego, LLC$125M AUM | 0.03% | $42,133 | 939 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $40,969 | 912 | Q1 2026 |
| Pinnacle Holdings, LLC$309M AUM | 0.01% | $40,293 | 898 | Q1 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 0.03% | $40,130 | 894 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $39,351 | 877 | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.01% | $38,247 | 961 | Q2 2025OLDER |
| Financial Network Wealth Advisors LLC$98M AUM | 0.04% | $37,915 | 845 | Q1 2026 |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.02% | $37,601 | 838 | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $35,112 | 802 | Q3 2025OLDER |
| Coastline Trust Co$1.0B AUM | 0.00% | $32,531 | 725 | Q1 2026 |
| Compass Financial Services Inc$231M AUM | 0.01% | $32,124 | 724 | Q4 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $31,993 | 713 | Q1 2026 |
| EPG Wealth Management LLC$369M AUM | 0.01% | $27,232 | 607 | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $26,821 | 600 | Q4 2025OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $26,249 | 585 | Q1 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $22,884 | 510 | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.01% | $22,211 | 495 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $22,185 | 500 | Q4 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $21,577 | 542 | Q2 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $20,865 | 465 | Q1 2026 |
| Bank of Jackson Hole Trust$207M AUM | 0.01% | $20,640 | 460 | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 0.00% | $20,306 | 510 | Q2 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.00% | $19,231 | 483 | Q2 2025OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.01% | $19,025 | 424 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $17,948 | 400 | Q1 2026 |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $17,948 | 400 | Q1 2026 |
| Fairscale Capital, LLC$145M AUM | 0.01% | $17,249 | 394 | Q3 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $16,671 | 372 | Q1 2026 |
| J.Safra Asset Management Corp$1.9B AUM | 0.00% | $16,010 | 366 | Q3 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $15,323 | 350 | Q3 2025OLDER |
| Orion Capital Management LLC$290M AUM | 0.01% | $14,754 | 337 | Q3 2025OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.01% | $14,722 | 328 | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $14,024 | 316 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $13,552 | 302 | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $13,311 | 300 | Q4 2025OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $12,788 | 285 | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $11,980 | 267 | Q1 2026 |
| Park Place Capital Corp$499M AUM | 0.00% | $11,801 | 263 | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $11,173 | 249 | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $10,945 | 250 | Q3 2025OLDER |
| Iron Horse Wealth Management, LLC$339M AUM | 0.00% | $10,073 | 253 | Q2 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $9,423 | 210 | Q1 2026 |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.01% | $9,281 | 212 | Q3 2025OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.01% | $9,233 | 206 | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $9,185 | 207 | Q4 2025OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.01% | $8,795 | 196 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $8,756 | 200 | Q3 2025OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $8,391 | 187 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $7,583 | 169 | Q1 2026 |
| BFSG, LLC$1.1B AUM | 0.00% | $6,611 | 151 | Q3 2025OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $6,461 | 144 | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $5,569 | 124 | Q1 2026 |
| Sachetta, LLC$184M AUM | 0.00% | $5,564 | 124 | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $5,328 | 118 | Q1 2026 |
| CX Institutional$3.5B AUM | 0.00% | $5,000 | 111 | Q4 2025OLDER |
| TSFG, LLC$659M AUM | 0.00% | $5,000 | 121 | Q2 2025OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $4,977 | 125 | Q2 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $4,947 | 113 | Q3 2025OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.00% | $4,897 | 123 | Q2 2025OLDER |
| Bangor Savings Bank$1.4B AUM | 0.00% | $4,897 | 123 | Q2 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $4,666 | 106 | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 0.00% | $4,561 | 102 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $4,519 | 101 | Q1 2026 |
| Realta Investment Advisors$288M AUM | 0.00% | $4,487 | 100 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $4,263 | 95 | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $4,263 | 95 | Q1 2026 |
| Valued Wealth Advisors LLC$247M AUM | 0.00% | $4,129 | 92 | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $4,082 | 92 | Q4 2025OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $4,000 | 86 | Q4 2025OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.00% | $3,940 | 90 | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $3,590 | 80 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.