PIMCO ETF TR
CUSIP 72201R585
Pimco Etf Tr has 51 institutional holders in Filings Flow’s 13F database, together reporting 381.35M shares worth $9.9B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Lpl Financial LLC, and Morgan Stanley.
Institutional Holders
51
Q1 2026
Reported Value
$719M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| GR FINANCIAL GROUP, LLC$301M AUM | 30.30% | $91M | 3.49M | Q1 2026OLDER |
| Sheridan Capital Management, LLC$190M AUM | 17.98% | $34M | 1.30M | Q1 2026OLDER |
| Pinnacle Wealth Management, LLC$148M AUM | 12.26% | $18M | 694.5K | Q1 2026OLDER |
| DAHRING | CUSMANO LLC$163M AUM | 11.58% | $19M | 718.8K | Q1 2026OLDER |
| Sunflower Bank, N.A.$392M AUM | 11.35% | $45M | 1.70M | Q1 2026OLDER |
| J. Mark Nickell & Co.$207M AUM | 11.10% | $12M | 469.0K | Q1 2026OLDER |
| Family Investment Center, Inc.$520M AUM | 10.75% | $56M | 2.13M | Q1 2026OLDER |
| Symphony Financial Services, Inc.$195M AUM | 10.59% | $21M | 787.4K | Q1 2026OLDER |
| EQ WEALTH ADVISORS, LLC$171M AUM | 10.17% | $17M | 663.9K | Q1 2026OLDER |
| Crestmont Private Wealth LLC$317M AUM | 9.84% | $31M | 1.19M | Q1 2026OLDER |
| Mueller Wealth, LLC$125M AUM | 9.68% | $12M | 463.3K | Q1 2026OLDER |
| RFG HOLDINGS, INC.$397M AUM | 9.64% | $38M | 1.46M | Q1 2026OLDER |
| Waterway Wealth Management, LLC$452M AUM | 9.17% | $41M | 1.64M | Q1 2026OLDER |
| Vickerman Investment Advisors, Inc.$476M AUM | 9.00% | $43M | 1.64M | Q1 2026OLDER |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 8.92% | $17M | 653.1K | Q1 2026OLDER |
| Base Wealth Management LLC$179M AUM | 8.52% | $15M | 581.1K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 7.77% | $46M | 1.75M | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 7.59% | $32M | 1.21M | Q1 2026OLDER |
| Fortress Wealth Management, Inc.$225M AUM | 7.27% | $16M | 609.0K | Q3 2025OLDER |
| Beta Wealth Group, Inc.$242M AUM | 7.13% | $17M | 657.5K | Q1 2026OLDER |
| Advance Capital Management, Inc.$2.6B AUM | 7.06% | $186M | 7.11M | Q1 2026OLDER |
| Members Advisory Group LLC$292M AUM | 7.03% | $20M | 782.2K | Q1 2026OLDER |
| Financial Futures Ltd Liability Co.$228M AUM | 6.94% | $16M | 603.1K | Q1 2026OLDER |
| Alliance Private Wealth, LLC$288M AUM | 6.87% | $20M | 745.9K | Q2 2026 |
| Creative Capital Management Investments LLC$348M AUM | 6.67% | $23M | 886.6K | Q1 2026OLDER |
| Optimus Capital Advisors, LLC$169M AUM | 6.45% | $11M | 416.0K | Q2 2026 |
| EnRich Financial Partners LLC$377M AUM | 6.27% | $24M | 902.8K | Q1 2026OLDER |
| Bridgewealth Advisory Group, LLC$482M AUM | 6.26% | $30M | 1.15M | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 6.22% | $23M | 875.2K | Q2 2026 |
| Guided Capital Wealth Management, LLC$152M AUM | 6.17% | $9M | 330.2K | Q4 2025OLDER |
| Wagner Wealth Management, Corp$111M AUM | 6.13% | $7M | 260.8K | Q1 2026OLDER |
| Ellenbecker Investment Group$743M AUM | 6.04% | $45M | 1.71M | Q1 2026OLDER |
| Mason & Associates, LLC$437M AUM | 5.92% | $26M | 986.9K | Q1 2026OLDER |
| CORRECT CAPITAL WEALTH MANAGEMENT$536M AUM | 5.63% | $30M | 1.15M | Q1 2026OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 5.49% | $17M | 646.7K | Q1 2026OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 5.45% | $34M | 1.31M | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 5.41% | $39M | 1.51M | Q1 2026OLDER |
| Jeter Robert S II$100M AUM | 5.39% | $5M | 204.6K | Q1 2026OLDER |
| Avondale Wealth Management$203M AUM | 5.38% | $11M | 417.9K | Q1 2026OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 5.32% | $111M | 4.23M | Q1 2026OLDER |
| Sanchez Wealth Management Group$462M AUM | 5.27% | $24M | 930.3K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 5.25% | $169M | 6.46M | Q1 2026OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 5.14% | $60M | 2.30M | Q1 2026OLDER |
| Refined Wealth Management$158M AUM | 5.13% | $8M | 310.5K | Q1 2026OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 4.90% | $9M | 346.3K | Q1 2026OLDER |
| Drake & Associates, LLC$525M AUM | 4.88% | $26M | 977.1K | Q1 2026OLDER |
| Johnson & White Wealth Management, LLC$236M AUM | 4.61% | $11M | 415.6K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 4.60% | $17M | 664.7K | Q1 2026OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 4.55% | $103M | 3.92M | Q1 2026OLDER |
| LHM, INC.$254M AUM | 4.52% | $11M | 437.7K | Q1 2026OLDER |
| Integrity Investment Advisors, LLC$184M AUM | 4.34% | $8M | 305.3K | Q1 2026OLDER |
| Centerpoint Advisory Group$133M AUM | 4.29% | $6M | 217.5K | Q1 2026OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 4.27% | $13M | 509.8K | Q1 2026OLDER |
| Williams & Novak, LLC$151M AUM | 4.24% | $6M | 242.0K | Q2 2026 |
| Falcon Wealth Planning$1.5B AUM | 4.23% | $62M | 2.37M | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 4.16% | $12M | 462.2K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 4.10% | $77M | 2.91M | Q2 2026 |
| Stokes Capital Advisors, LLC$446M AUM | 4.04% | $18M | 688.3K | Q1 2026OLDER |
| Argo Wealth Advisory, LLC$170M AUM | 4.02% | $7M | 261.1K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 3.96% | $11M | 420.9K | Q2 2026 |
| Precision Wealth Strategies, LLC$301M AUM | 3.94% | $12M | 452.8K | Q1 2026OLDER |
| PMG Wealth Management, Inc.$139M AUM | 3.87% | $5M | 205.8K | Q1 2026OLDER |
| Vigilare Wealth Management$326M AUM | 3.87% | $13M | 476.3K | Q2 2026 |
| MinichMacGregor Wealth Management, LLC$567M AUM | 3.86% | $22M | 834.9K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 3.84% | $8M | 315.5K | Q1 2026OLDER |
| Great Point Wealth Advisors, LLC$542M AUM | 3.82% | $21M | 788.9K | Q1 2026OLDER |
| SHARPEPOINT LLC$168M AUM | 3.77% | $6M | 241.6K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 3.75% | $5M | 177.9K | Q1 2026OLDER |
| Scott Capital Advisors, LLC$493M AUM | 3.49% | $17M | 650.8K | Q1 2026OLDER |
| RiverTree Advisors, LLC$158M AUM | 3.43% | $5M | 206.9K | Q1 2026OLDER |
| CLG LLC$403M AUM | 3.39% | $14M | 521.3K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 3.38% | $10M | 369.8K | Q1 2026OLDER |
| RAINEY & RANDALL WEALTH ADVISORS INC.$616M AUM | 3.31% | $20M | 778.3K | Q1 2026OLDER |
| Palouse Capital Management, Inc.$160M AUM | 3.26% | $5M | 197.2K | Q2 2026 |
| LifeGoal Investments, LLC$218M AUM | 3.25% | $7M | 267.9K | Q2 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 3.25% | $6M | 215.2K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 3.20% | $99M | 3.75M | Q1 2026OLDER |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 3.18% | $6M | 245.7K | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 3.11% | $18M | 681.2K | Q2 2026 |
| Asset Advisory Group, Inc.$229M AUM | 3.06% | $7M | 264.3K | Q2 2026 |
| Confluence Wealth Services, Inc.$2.6B AUM | 3.03% | $78M | 2.99M | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 3.02% | $29M | 1.12M | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 3.01% | $40M | 1.50M | Q2 2026 |
| Lokken Investment Group LLC$291M AUM | 3.00% | $9M | 325.6K | Q3 2025OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 2.98% | $21M | 814.4K | Q1 2026OLDER |
| ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM | 2.96% | $7M | 257.3K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 2.95% | $31M | 1.17M | Q1 2026OLDER |
| Pictet North America Advisors SA$1.0B AUM | 2.90% | $29M | 1.12M | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 2.79% | $12M | 471.3K | Q1 2026OLDER |
| Brick & Kyle, Associates$303M AUM | 2.78% | $8M | 321.8K | Q2 2026 |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 2.74% | $24M | 908.4K | Q2 2026 |
| BAM Wealth Management, LLC$134M AUM | 2.73% | $4M | 139.4K | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 2.72% | $14M | 530.0K | Q1 2026OLDER |
| O'Connor Financial Group LLC$244M AUM | 2.69% | $7M | 251.3K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 2.69% | $13M | 476.7K | Q1 2026OLDER |
| Oak Wealth Advisors LLC$182M AUM | 2.69% | $5M | 186.8K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 2.60% | $21M | 809.0K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 2.56% | $5M | 203.1K | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 2.55% | $29M | 1.09M | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 2.55% | $8M | 289.3K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 2.52% | $19M | 741.6K | Q1 2026OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 2.51% | $3M | 110.3K | Q2 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 2.49% | $89M | 3.40M | Q1 2026OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 2.48% | $4M | 153.4K | Q1 2026OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 2.44% | $52M | 1.95M | Q4 2025OLDER |
| Kensington Asset Management, LLC$1.8B AUM | 2.41% | $44M | 1.69M | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 2.39% | $20M | 759.6K | Q1 2026OLDER |
| ODonnell Financial Services, LLC$290M AUM | 2.38% | $7M | 264.0K | Q1 2026OLDER |
| True North Advisors, LLC$877M AUM | 2.30% | $20M | 769.7K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 2.29% | $12M | 465.8K | Q1 2026OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 2.27% | $4M | 167.3K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 2.17% | $84M | 3.19M | Q1 2026OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 2.15% | $10M | 385.4K | Q1 2026OLDER |
| Schwallier Wealth Management LLC$137M AUM | 2.09% | $3M | 109.1K | Q1 2026OLDER |
| AJ Advisors, LLC$270M AUM | 2.01% | $5M | 206.9K | Q1 2026OLDER |
| Foundry Financial LLC$236M AUM | 2.00% | $5M | 179.9K | Q1 2026OLDER |
| Hyposwiss Advisors SA$101M AUM | 1.98% | $2M | 76.6K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 1.97% | $49M | 1.88M | Q1 2026OLDER |
| Strata Wealth Advisors, LLC$365M AUM | 1.97% | $7M | 274.5K | Q1 2026OLDER |
| Gemmer Asset Management LLC$1.3B AUM | 1.95% | $25M | 941.7K | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 1.90% | $7M | 271.1K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.6B AUM | 1.90% | $31M | 1.18M | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 1.87% | $13M | 498.1K | Q1 2026OLDER |
| WJ Wealth Management, LLC$214M AUM | 1.79% | $4M | 153.2K | Q4 2025OLDER |
| Trademark Financial Management, LLC$204M AUM | 1.75% | $4M | 136.3K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 1.71% | $3M | 98.8K | Q1 2026OLDER |
| Hedeker Wealth, LLC$474M AUM | 1.70% | $8M | 306.7K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 1.69% | $31M | 1.18M | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 1.69% | $30M | 1.15M | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 1.69% | $4M | 142.2K | Q2 2026 |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 1.65% | $3M | 110.7K | Q1 2026OLDER |
| Menard Financial Group LLC$143M AUM | 1.65% | $2M | 90.3K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 1.64% | $45M | 1.73M | Q1 2026OLDER |
| CHERRYDALE WEALTH MANAGEMENT, LLC$324M AUM | 1.64% | $5M | 202.1K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 1.61% | $288M | 10.99M | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 1.57% | $12M | 469.9K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 1.56% | $3M | 101.7K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 1.54% | $29M | 1.10M | Q1 2026OLDER |
| NavPoint Financial, Inc.$247M AUM | 1.54% | $4M | 145.2K | Q1 2026OLDER |
| Great Diamond Partners, LLC$520M AUM | 1.54% | $8M | 304.6K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 1.53% | $24M | 889.8K | Q2 2026 |
| Hobbs Group Advisors, LLC$334M AUM | 1.53% | $5M | 194.7K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 1.52% | $11M | 418.3K | Q1 2026OLDER |
| MJP ASSOCIATES INC /ADV$824M AUM | 1.49% | $12M | 469.7K | Q1 2026OLDER |
| Delta Investment Management, LLC$559M AUM | 1.49% | $8M | 316.9K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 1.47% | $4M | 160.2K | Q1 2026OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 1.46% | $9M | 336.6K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 1.45% | $4M | 145.9K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 1.43% | $12M | 449.6K | Q2 2026 |
| Rollins Financial Advisors, LLC$632M AUM | 1.43% | $9M | 344.8K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 1.40% | $25M | 950.3K | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 1.39% | $9M | 358.3K | Q1 2026OLDER |
| Northside Capital Management, LLC$1.1B AUM | 1.38% | $16M | 598.3K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 1.37% | $5M | 190.4K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 1.35% | $8M | 302.1K | Q1 2026OLDER |
| RMR Capital Management, LLC$138M AUM | 1.35% | $2M | 71.3K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 1.35% | $30M | 1.16M | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 1.34% | $3M | 98.6K | Q2 2026 |
| Sprinkle Financial Consultants LLC$255M AUM | 1.32% | $3M | 127.1K | Q2 2026 |
| StoneCrest Wealth Management, Inc.$313M AUM | 1.29% | $4M | 151.9K | Q2 2026 |
| Quad-Cities Investment Group, LLC$278M AUM | 1.28% | $4M | 134.3K | Q2 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 1.27% | $2M | 58.8K | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 1.27% | $2M | 84.4K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 1.27% | $19M | 718.5K | Q1 2026OLDER |
| Foundry Financial Group, Inc.$202M AUM | 1.26% | $3M | 96.8K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 1.21% | $1M | 48.8K | Q1 2026OLDER |
| PEOPLES BANK /OH$163M AUM | 1.19% | $2M | 74.0K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 1.19% | $4M | 166.2K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 1.19% | $7M | 286.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 1.13% | $208M | 7.95M | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 1.12% | $15M | 589.2K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 1.07% | $5M | 171.8K | Q1 2026OLDER |
| Evergreen Wealth Partners LLC$131M AUM | 1.07% | $1M | 53.5K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 1.06% | $27M | 1.04M | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 1.05% | $3M | 122.8K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 1.05% | $3M | 94.4K | Q2 2026 |
| Financial Planning Hawaii, Inc.$170M AUM | 1.02% | $2M | 66.2K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 1.00% | $42M | 1.60M | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.99% | $8M | 288.8K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.99% | $13M | 514.1K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.99% | $87M | 3.31M | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.98% | $17M | 657.4K | Q1 2026OLDER |
| Mid-American Wealth Advisory Group, Inc.$237M AUM | 0.98% | $2M | 86.7K | Q1 2026OLDER |
| Wealth Advisors of Iowa, LLC$323M AUM | 0.98% | $3M | 120.6K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.96% | $3M | 99.7K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.96% | $2M | 73.0K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.95% | $3M | 104.0K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.93% | $4M | 153.3K | Q1 2026OLDER |
| Slagle Financial, LLC$303M AUM | 0.92% | $3M | 106.8K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.92% | $82M | 3.15M | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.91% | $8M | 317.5K | Q1 2026OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 0.90% | $16M | 614.0K | Q1 2026OLDER |
| S&A Financial Services, Inc.$146M AUM | 0.89% | $1M | 49.7K | Q2 2026 |
| Advisor OS, LLC$1.4B AUM | 0.89% | $12M | 469.7K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.89% | $8M | 298.8K | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 0.89% | $22M | 839.6K | Q1 2026OLDER |
| Bluesphere Advisors LLC$281M AUM | 0.88% | $2M | 94.4K | Q1 2026OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.87% | $2M | 85.5K | Q1 2026OLDER |
| Roger Wittlin Investment Advisory, LLC$122M AUM | 0.86% | $1M | 40.4K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.85% | $7M | 284.2K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.83% | $65M | 2.50M | Q1 2026OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.83% | $4M | 156.8K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.82% | $3M | 124.7K | Q1 2026OLDER |
| Nautilus Advisors LLC$146M AUM | 0.82% | $1M | 45.8K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 0.82% | $2M | 79.9K | Q1 2026OLDER |
| GSG Advisors LLC$385M AUM | 0.82% | $3M | 120.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.79% | $49M | 1.86M | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.78% | $3M | 116.2K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.77% | $8M | 309.8K | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 0.76% | $49M | 1.87M | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 0.75% | $3M | 118.5K | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 0.75% | $20M | 758.9K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.74% | $120M | 4.59M | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.73% | $2M | 60.8K | Q3 2025OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.72% | $5M | 208.1K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.72% | $1M | 49.9K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.72% | $6M | 221.2K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.71% | $12M | 443.8K | Q1 2026OLDER |
| INTEGRITY WEALTH ADVISORS, INC.$168M AUM | 0.70% | $1M | 45.0K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.70% | $2M | 63.8K | Q1 2026OLDER |
| BYRNE FINANCIAL FREEDOM, LLC$209M AUM | 0.69% | $1M | 55.2K | Q1 2026OLDER |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 0.69% | $1M | 46.5K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.69% | $3M | 119.8K | Q1 2026OLDER |
| Ergawealth Advisors, Inc.$226M AUM | 0.68% | $2M | 58.9K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.68% | $7M | 261.2K | Q2 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.68% | $32M | 1.21M | Q1 2026OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.68% | $2M | 93.5K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.68% | $1M | 50.6K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.67% | $5M | 185.8K | Q1 2026OLDER |
| Boyce & Associates Wealth Consulting, Inc.$132M AUM | 0.67% | $882,992 | 33.7K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.66% | $16M | 620.0K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 0.65% | $2M | 60.4K | Q1 2026OLDER |
| Intelligence Driven Advisers, LLC$574M AUM | 0.64% | $4M | 139.9K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.63% | $20M | 756.8K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.63% | $1M | 47.5K | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.61% | $2M | 71.3K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.61% | $5M | 175.9K | Q1 2026OLDER |
| FreeGulliver LLC$237M AUM | 0.60% | $1M | 54.1K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.59% | $10M | 365.9K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.58% | $2M | 68.8K | Q2 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.57% | $2M | 60.0K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.57% | $5M | 208.9K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.56% | $1M | 53.5K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 0.55% | $1M | 56.2K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.54% | $1M | 56.5K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 0.54% | $1M | 53.7K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.54% | $3M | 118.2K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.54% | $2M | 73.9K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.54% | $5M | 182.9K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.53% | $147M | 5.61M | Q2 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.52% | $45M | 1.72M | Q1 2026OLDER |
| BHK Investment Advisors, LLC$299M AUM | 0.52% | $2M | 59.2K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.52% | $8M | 300.4K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.52% | $27M | 1.03M | Q2 2026 |
| Barnes Wealth Management Group, Inc$197M AUM | 0.52% | $1M | 38.8K | Q1 2026OLDER |
| Oxinas Partners, LLC$219M AUM | 0.51% | $1M | 42.8K | Q1 2026OLDER |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 0.51% | $581,361 | 22.3K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.51% | $1M | 50.3K | Q1 2026OLDER |
| Newman Dignan & Sheerar, Inc.$475M AUM | 0.50% | $2M | 90.4K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.49% | $2M | 83.6K | Q1 2026OLDER |
| Perissos Private Wealth Management, LLC$115M AUM | 0.49% | $566,594 | 21.6K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.49% | $7M | 265.2K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.48% | $16M | 596.8K | Q1 2026OLDER |
| Kercheville Advisors, LLC$313M AUM | 0.47% | $1M | 56.3K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.47% | $22M | 829.6K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.47% | $20M | 773.5K | Q1 2026OLDER |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 0.47% | $566,470 | 21.6K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.47% | $1M | 48.9K | Q1 2026OLDER |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 0.47% | $5M | 204.5K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.46% | $1M | 40.2K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.45% | $14M | 547.1K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.45% | $18M | 694.2K | Q1 2026OLDER |
| Ruggaard & Associates LLC$252M AUM | 0.44% | $1M | 42.1K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.43% | $4M | 143.6K | Q2 2026 |
| OakTrust Wealth Advisors, LLC$110M AUM | 0.43% | $469,347 | 17.9K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 0.42% | $795,172 | 30.4K | Q1 2026OLDER |
| Constant Guidance Financial LLC$145M AUM | 0.42% | $605,744 | 23.1K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.42% | $22M | 847.5K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.40% | $41M | 1.57M | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.40% | $17M | 659.3K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.39% | $37M | 1.40M | Q1 2026OLDER |
| CGC Financial Services, LLC$346M AUM | 0.39% | $1M | 51.6K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.39% | $1M | 41.0K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.38% | $8M | 299.1K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.38% | $8M | 298.2K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.37% | $2M | 76.6K | Q1 2026OLDER |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 0.37% | $553,458 | 21.1K | Q1 2026OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 0.37% | $980,893 | 37.4K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 0.36% | $614,661 | 23.5K | Q1 2026OLDER |
| Thayer Financial, L.L.C.$110M AUM | 0.36% | $394,565 | 14.9K | Q2 2026 |
| CWM, LLC$38.1B AUM | 0.34% | $131M | 5.00M | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.34% | $472,019 | 18.0K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.33% | $2M | 57.3K | Q2 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.33% | $3M | 103.9K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.33% | $712,254 | 27.2K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.33% | $642,859 | 24.5K | Q1 2026OLDER |
| Swisher Financial Concepts, Inc.$179M AUM | 0.32% | $573,417 | 21.9K | Q1 2026OLDER |
| Crown Wealth Group, LLC$340M AUM | 0.32% | $1M | 41.0K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.31% | $39M | 1.48M | Q1 2026OLDER |
| Authentikos Wealth Advisory, LLC$148M AUM | 0.30% | $451,277 | 17.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.30% | $282M | 10.78M | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.30% | $16M | 620.6K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.29% | $4M | 144.3K | Q1 2026OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.28% | $3M | 105.4K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.28% | $3M | 99.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.28% | $3M | 98.3K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.28% | $762,774 | 28.8K | Q2 2026 |
| ACT Advisors, LLC.$235M AUM | 0.27% | $643,524 | 24.6K | Q1 2026OLDER |
| Jessup Wealth Management, Inc$274M AUM | 0.27% | $735,354 | 28.1K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.26% | $1M | 39.6K | Q1 2026OLDER |
| L & S Advisors Inc$795M AUM | 0.26% | $2M | 79.9K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.26% | $2M | 93.3K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 0.26% | $801,903 | 30.6K | Q1 2026OLDER |
| Timmons Wealth Management, LLC$106M AUM | 0.25% | $268,550 | 10.3K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.25% | $292,052 | 11.1K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 0.24% | $733,194 | 28.0K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.23% | $5M | 172.8K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 0.23% | $3M | 112.5K | Q1 2026OLDER |
| Fortitude Financial, LLC$111M AUM | 0.23% | $433,138 | 16.5K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.23% | $59M | 2.25M | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.22% | $3M | 116.1K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.22% | $19M | 738.3K | Q1 2026OLDER |
| WestHill Financial Advisors, Inc.$523M AUM | 0.22% | $1M | 44.0K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.22% | $3M | 109.9K | Q1 2026OLDER |
| Summa Corp.$242M AUM | 0.22% | $524,000 | 20.0K | Q1 2026OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.21% | $759,370 | 29.0K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.21% | $257,157 | 9.8K | Q1 2026OLDER |
| Elevation Advisory Partners LLC$107M AUM | 0.20% | $219,097 | 8.2K | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.20% | $2M | 62.7K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.20% | $24M | 907.7K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.20% | $300,391 | 11.2K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.20% | $2M | 57.3K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.20% | $4M | 143.3K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.20% | $2M | 69.7K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.19% | $1M | 41.2K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.19% | $7M | 270.6K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.19% | $431,907 | 16.5K | Q1 2026OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.19% | $820,376 | 31.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.19% | $40M | 1.51M | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.18% | $829,280 | 31.7K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 0.18% | $1M | 52.8K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.18% | $10M | 393.0K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.18% | $8M | 313.5K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 0.18% | $1M | 46.0K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.17% | $2M | 88.6K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.17% | $29M | 1.09M | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.17% | $5M | 173.2K | Q2 2026 |
| PALO ALTO WEALTH ADVISORS, LLC$343M AUM | 0.17% | $587,091 | 21.9K | Q3 2025OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.17% | $244,397 | 9.3K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.16% | $790,500 | 30.2K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 0.16% | $787,755 | 30.1K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.16% | $2M | 67.2K | Q1 2026OLDER |
| Richard P Slaughter Associates Inc$463M AUM | 0.15% | $715,496 | 27.3K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.15% | $14M | 521.0K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.15% | $1M | 51.9K | Q2 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.15% | $508,132 | 19.4K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 0.15% | $289,921 | 11.0K | Q2 2026 |
| Financial Advocates Investment Management$178M AUM | 0.15% | $258,335 | 9.6K | Q3 2025OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.14% | $9M | 353.6K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.14% | $6M | 235.8K | Q1 2026OLDER |
| Thrive Wealth Management, LLC$787M AUM | 0.14% | $1M | 42.5K | Q2 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 0.14% | $2M | 89.6K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.14% | $842,591 | 31.9K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 0.14% | $1M | 42.8K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.14% | $374,188 | 14.3K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.14% | $652,642 | 24.9K | Q1 2026OLDER |
| CHANNEL WEALTH LLC$413M AUM | 0.14% | $563,090 | 21.5K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.14% | $140,821 | 5.4K | Q1 2026OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.13% | $742,481 | 28.3K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.13% | $202,330 | 7.6K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.13% | $2M | 89.4K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.13% | $627,835 | 24.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.13% | $13M | 515.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.13% | $472M | 18.01M | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.13% | $8M | 300.8K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.12% | $8M | 306.2K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.12% | $409,980 | 15.6K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.12% | $758,614 | 29.0K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.12% | $7M | 282.2K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.12% | $1M | 48.6K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.12% | $371,988 | 14.2K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.12% | $855,175 | 32.6K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.12% | $22M | 824.6K | Q1 2026OLDER |
| Peterson Wealth Advisors, LLC$752M AUM | 0.11% | $864,334 | 33.0K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.11% | $582,373 | 22.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.11% | $56M | 2.13M | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.11% | $8M | 308.1K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.11% | $317,895 | 12.1K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.11% | $383,856 | 14.7K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.11% | $1M | 39.4K | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.10% | $201,216 | 7.7K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.10% | $3M | 128.4K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.10% | $1M | 51.5K | Q1 2026OLDER |
| Peak Asset Management, LLC$567M AUM | 0.10% | $574,121 | 21.9K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.10% | $696,842 | 26.6K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.10% | $2M | 69.8K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.10% | $5M | 205.2K | Q1 2026OLDER |
| Redwood Park Advisors LLC$150M AUM | 0.10% | $147,620 | 5.5K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.09% | $68M | 2.58M | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.09% | $64M | 2.46M | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.09% | $521,511 | 19.9K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.09% | $17M | 632.9K | Q1 2026OLDER |
| MBA Advisors LLC$260M AUM | 0.09% | $242,210 | 9.2K | Q1 2026OLDER |
| Clarus Wealth Advisors$235M AUM | 0.09% | $217,538 | 8.3K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 0.09% | $359,806 | 13.7K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.09% | $219,362 | 8.4K | Q1 2026OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.09% | $259,354 | 9.9K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.09% | $4M | 140.6K | Q4 2025OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.09% | $215,845 | 8.2K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.09% | $223,427 | 8.4K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.08% | $48M | 1.85M | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.08% | $314M | 11.98M | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 0.08% | $292,583 | 10.9K | Q3 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.08% | $8M | 305.3K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.08% | $4M | 170.9K | Q2 2026 |
| Camelot Portfolios, LLC$135M AUM | 0.08% | $130,679 | 4.9K | Q4 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.08% | $614,180 | 23.4K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.08% | $980,004 | 37.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.08% | $20M | 772.2K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.08% | $4M | 138.7K | Q4 2025OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.07% | $14M | 520.2K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.07% | $249,922 | 9.5K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.07% | $2M | 80.9K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.07% | $426,536 | 16.3K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.07% | $3M | 117.7K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.07% | $11M | 413.4K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.07% | $3M | 113.7K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.07% | $209,731 | 8.0K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.07% | $309,780 | 11.7K | Q2 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.07% | $608,777 | 23.0K | Q2 2026 |
| Linscomb Wealth, Inc.$2.2B AUM | 0.07% | $1M | 57.1K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.07% | $495,944 | 19.0K | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 0.07% | $312,959 | 11.9K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.06% | $722,021 | 27.6K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.06% | $7M | 268.2K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.06% | $510,900 | 19.5K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.06% | $2M | 90.5K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.06% | $393M | 15.01M | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.06% | $870,590 | 33.2K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.06% | $262,745 | 9.8K | Q4 2025OLDER |
| JSF Financial, LLC$510M AUM | 0.06% | $285,419 | 10.7K | Q4 2025OLDER |
| Ferguson Shapiro LLC$342M AUM | 0.06% | $202,147 | 7.6K | Q2 2026 |
| GGM Financial LLC$217M AUM | 0.06% | $126,628 | 4.8K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.06% | $8M | 313.4K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.06% | $216,277 | 8.1K | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.06% | $2M | 61.4K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.06% | $40M | 1.54M | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.06% | $1M | 47.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.06% | $181M | 6.90M | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.06% | $214,447 | 8.2K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.05% | $608,704 | 23.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.05% | $51M | 1.95M | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.05% | $5M | 174.0K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.05% | $107,394 | 4.1K | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 0.05% | $381,791 | 14.3K | Q4 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.05% | $591,163 | 22.6K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.05% | $1M | 43.4K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.05% | $209,600 | 8.0K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.05% | $817,765 | 30.8K | Q2 2026 |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.05% | $981,118 | 37.4K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.05% | $313,248 | 12.0K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.05% | $4M | 136.7K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.05% | $3M | 106.1K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 0.05% | $524,000 | 20.0K | Q1 2026OLDER |
| Peak Retirement Planning, Inc.$501M AUM | 0.05% | $237,660 | 9.1K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.05% | $88,017 | 3.4K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.05% | $4M | 163.9K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.04% | $611,744 | 23.3K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.04% | $605M | 23.09M | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.04% | $49,518 | 1.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.04% | $70M | 2.68M | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.04% | $1M | 47.6K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.04% | $190,003 | 7.3K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.04% | $464,605 | 17.6K | Q2 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.04% | $1M | 39.2K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $1M | 42.8K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.04% | $358,476 | 13.5K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.04% | $315,982 | 12.1K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.04% | $672,323 | 25.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.04% | $42M | 1.60M | Q1 2026OLDER |
| Financial Synergies Wealth Advisors, Inc.$1.0B AUM | 0.04% | $402,092 | 15.3K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.04% | $2M | 71.1K | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.04% | $520,203 | 19.5K | Q4 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.04% | $651,284 | 24.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.04% | $8M | 292.2K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.04% | $456,718 | 17.4K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.04% | $2M | 70.0K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.04% | $478,438 | 18.3K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.03% | $2M | 82.6K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $181M | 6.90M | Q2 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.03% | $675,683 | 25.8K | Q1 2026OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 0.03% | $245,723 | 9.2K | Q4 2025OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.03% | $3M | 106.7K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.03% | $6M | 236.5K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.03% | $133,841 | 5.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.03% | $4M | 158.9K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.03% | $3M | 106.0K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.03% | $636,738 | 24.3K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 0.03% | $251,206 | 9.6K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.03% | $511,720 | 19.7K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.