PIMCO ETF TR
CUSIP 72201R866
Pimco Etf Tr has 432 institutional holders in Filings Flow’s 13F database, together reporting 41.19M shares worth $2.1B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Wells Fargo & Company/Mn.
Institutional Holders
432
Q1 2026
Reported Value
$2.1B
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 |
|---|---|---|---|---|
| PW ADVISORS, LLC \ FL$133M AUM | 11.21% | $15M | 286.7K | Q1 2026OLDER |
| Avant Financial Advisors LLC$161M AUM | 4.39% | $7M | 133.9K | Q2 2026 |
| Shotwell Rutter Baer Inc$170M AUM | 4.26% | $7M | 138.8K | Q1 2026OLDER |
| Altura Wealth Advisors Inc.$229M AUM | 3.94% | $9M | 173.0K | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 3.81% | $4M | 81.5K | Q1 2026OLDER |
| Crestmont Private Wealth LLC$317M AUM | 3.30% | $10M | 200.4K | Q1 2026OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 3.27% | $12M | 226.5K | Q1 2026OLDER |
| Austin Wealth Management, LLC$440M AUM | 2.89% | $13M | 243.9K | Q1 2026OLDER |
| KEYVANTAGE WEALTH, LLC$227M AUM | 2.75% | $6M | 119.7K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 2.50% | $33M | 627.2K | Q2 2026 |
| Morton Brown Family Wealth, LLC$378M AUM | 2.49% | $9M | 180.6K | Q1 2026OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 2.48% | $16M | 300.5K | Q1 2026OLDER |
| PACES FERRY WEALTH ADVISORS, LLC$241M AUM | 2.47% | $6M | 114.3K | Q1 2026OLDER |
| Equita Financial Network, Inc.$318M AUM | 2.41% | $8M | 146.8K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 2.31% | $7M | 128.6K | Q1 2026OLDER |
| Flagstone Financial Management$403M AUM | 2.15% | $9M | 166.1K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 1.93% | $6M | 117.4K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 1.90% | $6M | 113.6K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 1.88% | $2M | 47.5K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 1.88% | $25M | 475.8K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 1.81% | $11M | 217.0K | Q1 2026OLDER |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 1.68% | $3M | 56.3K | Q1 2026OLDER |
| Clarity Wealth Development LLC$123M AUM | 1.67% | $2M | 39.2K | Q1 2026OLDER |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 1.63% | $3M | 63.4K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 1.58% | $2M | 47.5K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 1.56% | $4M | 75.2K | Q3 2025OLDER |
| Cedar Point Capital Partners, LLC$154M AUM | 1.55% | $2M | 45.8K | Q1 2026OLDER |
| VIAWEALTH, LLC$180M AUM | 1.49% | $3M | 51.2K | Q1 2026OLDER |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 1.41% | $2M | 32.5K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 1.41% | $50M | 962.8K | Q1 2026OLDER |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 1.40% | $2M | 46.8K | Q1 2026OLDER |
| Newman Dignan & Sheerar, Inc.$475M AUM | 1.39% | $7M | 126.9K | Q1 2026OLDER |
| McNamara Financial Services, Inc.$528M AUM | 1.36% | $7M | 138.0K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 1.33% | $7M | 135.1K | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 1.29% | $3M | 54.2K | Q1 2026OLDER |
| Fortitude Financial, LLC$111M AUM | 1.25% | $1M | 26.5K | Q2 2026 |
| ENTREWEALTH, LLC$223M AUM | 1.16% | $3M | 49.7K | Q1 2026OLDER |
| Williams & Novak, LLC$151M AUM | 1.16% | $2M | 33.3K | Q2 2026 |
| Alpha Financial Partners LLC$169M AUM | 1.14% | $2M | 37.0K | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 1.14% | $2M | 47.6K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 1.09% | $5M | 102.5K | Q2 2026 |
| Arrowroot Family Office, LLC$302M AUM | 1.06% | $3M | 61.7K | Q1 2026OLDER |
| First International Bank & Trust$288M AUM | 1.04% | $3M | 57.3K | Q3 2025OLDER |
| STEPH & CO$351M AUM | 1.03% | $4M | 69.3K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 1.01% | $5M | 94.6K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 0.94% | $1M | 27.9K | Q1 2026OLDER |
| PRAIRIEVIEW WEALTH PARTNERS, LLC$122M AUM | 0.93% | $1M | 21.7K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.92% | $2M | 43.6K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 0.88% | $2M | 36.4K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.87% | $1M | 26.8K | Q1 2026OLDER |
| Smart Money Group LLC$344M AUM | 0.87% | $3M | 57.3K | Q1 2026OLDER |
| APS Management Group, Inc.$117M AUM | 0.85% | $988,178 | 18.9K | Q1 2026OLDER |
| Paulson Wealth Management Inc.$427M AUM | 0.84% | $4M | 68.7K | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 0.80% | $3M | 56.9K | Q1 2026OLDER |
| Financial Planning Navigators CORP$228M AUM | 0.76% | $2M | 33.4K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.75% | $1M | 19.2K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.73% | $8M | 155.7K | Q1 2026OLDER |
| True North Advisors, LLC$877M AUM | 0.73% | $6M | 122.0K | Q1 2026OLDER |
| MBE Wealth Management, LLC$241M AUM | 0.70% | $2M | 32.5K | Q1 2026OLDER |
| Summit Financial Consulting LLC$140M AUM | 0.68% | $955,755 | 18.3K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.68% | $21M | 410.2K | Q1 2026OLDER |
| Reality Financial Planning Services, LLC$104M AUM | 0.68% | $707,853 | 13.6K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.67% | $2M | 46.2K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 0.67% | $5M | 89.3K | Q1 2026OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 0.65% | $972,561 | 18.6K | Q1 2026OLDER |
| Oak Wealth Advisors LLC$182M AUM | 0.64% | $1M | 22.3K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.63% | $7M | 139.1K | Q1 2026OLDER |
| Smith Thornton Advisors LLC$199M AUM | 0.60% | $1M | 22.8K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 0.60% | $3M | 66.9K | Q1 2026OLDER |
| LifeGoal Investments, LLC$218M AUM | 0.59% | $1M | 24.5K | Q2 2026 |
| Seneca House Advisors$252M AUM | 0.58% | $1M | 28.0K | Q1 2026OLDER |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 0.58% | $934,734 | 17.9K | Q1 2026OLDER |
| Stokes Capital Advisors, LLC$446M AUM | 0.57% | $3M | 49.1K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.56% | $2M | 47.6K | Q1 2026OLDER |
| Financial Synergies Wealth Advisors, Inc.$1.0B AUM | 0.56% | $6M | 111.8K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.55% | $838,879 | 16.1K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 0.54% | $6M | 114.5K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.53% | $1M | 20.1K | Q1 2026OLDER |
| Mallini Complete Financial Planning LLC$140M AUM | 0.53% | $741,660 | 14.1K | Q2 2026 |
| Fortis Capital Advisors, LLC$763M AUM | 0.51% | $4M | 75.3K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.50% | $578,318 | 11.1K | Q1 2026OLDER |
| IAM Advisory, LLC$446M AUM | 0.49% | $2M | 42.2K | Q1 2026OLDER |
| Signet Investment Advisory Group, Inc.$218M AUM | 0.49% | $1M | 20.4K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 0.48% | $1M | 25.7K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.47% | $18M | 345.5K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.46% | $2M | 45.8K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.46% | $4M | 85.5K | Q1 2026OLDER |
| Jeter Robert S II$100M AUM | 0.46% | $461,132 | 8.8K | Q1 2026OLDER |
| Freedom Financial Partners LLC$281M AUM | 0.43% | $1M | 23.3K | Q1 2026OLDER |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.43% | $2M | 45.7K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.42% | $8M | 155.9K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.42% | $9M | 180.7K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 0.42% | $781,337 | 15.0K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 0.41% | $900,121 | 17.2K | Q1 2026OLDER |
| Midwest Financial Group LLC$234M AUM | 0.40% | $939,053 | 18.0K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 0.38% | $840,885 | 16.1K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.38% | $2M | 41.8K | Q1 2026OLDER |
| Uniting Wealth Partners, LLC$470M AUM | 0.38% | $2M | 34.0K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.36% | $2M | 34.9K | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.36% | $7M | 141.6K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.35% | $3M | 64.9K | Q1 2026OLDER |
| Main Line Retirement Advisors, LLC$200M AUM | 0.34% | $688,543 | 13.2K | Q1 2026OLDER |
| Clark Wealth Partners$149M AUM | 0.34% | $501,338 | 9.6K | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$169M AUM | 0.33% | $563,652 | 10.8K | Q1 2026OLDER |
| Duncan Williams Asset Management, LLC$361M AUM | 0.33% | $1M | 23.0K | Q1 2026OLDER |
| Financial Designs Corp$180M AUM | 0.33% | $592,931 | 11.4K | Q1 2026OLDER |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.33% | $996,516 | 19.1K | Q1 2026OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.32% | $4M | 73.1K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.31% | $4M | 69.4K | Q1 2026OLDER |
| J. Mark Nickell & Co.$207M AUM | 0.31% | $344,193 | 6.6K | Q1 2026OLDER |
| DAVIS R M INC$5.6B AUM | 0.31% | $17M | 334.5K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.31% | $11M | 215.9K | Q1 2026OLDER |
| Team Hewins, LLC$337M AUM | 0.31% | $1M | 19.9K | Q1 2026OLDER |
| Kooman & Associates$335M AUM | 0.29% | $986,443 | 18.9K | Q1 2026OLDER |
| Optimus Capital Advisors, LLC$169M AUM | 0.29% | $495,805 | 9.5K | Q2 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.29% | $3M | 51.6K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.27% | $2M | 45.1K | Q2 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.27% | $31M | 592.2K | Q1 2026OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.27% | $4M | 83.4K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.26% | $618,697 | 11.9K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.25% | $917,344 | 17.6K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.25% | $2M | 39.9K | Q2 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.25% | $4M | 82.5K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.24% | $2M | 30.4K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.24% | $690,587 | 13.2K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.24% | $550,265 | 10.5K | Q1 2026OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 0.23% | $5M | 93.0K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.23% | $3M | 54.9K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.23% | $10M | 190.6K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.23% | $2M | 36.1K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 0.23% | $293,313 | 5.6K | Q4 2025OLDER |
| Rockport Wealth LLC$549M AUM | 0.23% | $1M | 23.8K | Q1 2026OLDER |
| Carrera Capital Advisors$649M AUM | 0.22% | $1M | 27.7K | Q1 2026OLDER |
| Biltmore Wealth Management, LLC$281M AUM | 0.22% | $622,849 | 11.9K | Q1 2026OLDER |
| PALO ALTO WEALTH ADVISORS, LLC$343M AUM | 0.22% | $743,711 | 14.1K | Q3 2025OLDER |
| Curran Financial Partners, LLC$559M AUM | 0.21% | $1M | 22.7K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.21% | $604,412 | 11.6K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 0.20% | $2M | 31.6K | Q1 2026OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 0.20% | $300,907 | 5.8K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 0.20% | $1M | 22.5K | Q2 2026 |
| Dakota Wealth Management$4.6B AUM | 0.20% | $9M | 177.9K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.20% | $2M | 32.1K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.19% | $2M | 34.4K | Q1 2026OLDER |
| Syverson Strege & Co$416M AUM | 0.19% | $785,497 | 15.1K | Q1 2026OLDER |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC$232M AUM | 0.19% | $436,641 | 8.4K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.19% | $484,843 | 9.3K | Q1 2026OLDER |
| OakTrust Wealth Advisors, LLC$110M AUM | 0.19% | $206,255 | 4.0K | Q1 2026OLDER |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 0.19% | $436,830 | 8.4K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.18% | $1M | 25.3K | Q1 2026OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 0.18% | $3M | 60.0K | Q1 2026OLDER |
| Friday Financial$373M AUM | 0.17% | $653,388 | 12.5K | Q2 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.17% | $9M | 181.8K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.17% | $10M | 188.9K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.17% | $3M | 51.7K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.16% | $954,242 | 18.3K | Q1 2026OLDER |
| Evergreen Wealth Partners LLC$131M AUM | 0.16% | $212,309 | 4.1K | Q1 2026OLDER |
| Sunesis Advisors, LLC$221M AUM | 0.16% | $347,035 | 6.6K | Q3 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.16% | $4M | 80.0K | Q2 2026 |
| Oakwell Private Wealth Management, LLC$560M AUM | 0.16% | $873,034 | 16.7K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.15% | $2M | 32.5K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.15% | $508,405 | 9.7K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.15% | $913,221 | 17.5K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.15% | $846,253 | 16.1K | Q4 2025OLDER |
| BYRNE FINANCIAL FREEDOM, LLC$209M AUM | 0.15% | $310,531 | 6.0K | Q1 2026OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.15% | $397,328 | 7.6K | Q3 2025OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.15% | $225,461 | 4.3K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.14% | $4M | 75.3K | Q1 2026OLDER |
| BRIGHT FINANCIAL ADVISORS, INC.$218M AUM | 0.14% | $310,133 | 5.9K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.14% | $7M | 139.5K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.14% | $2M | 33.6K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.14% | $2M | 35.5K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.14% | $1M | 23.7K | Q2 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM | 0.14% | $261,345 | 5.0K | Q1 2026OLDER |
| DeLarme Wealth Management, Inc.$155M AUM | 0.14% | $212,622 | 4.1K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.14% | $4M | 72.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.14% | $52M | 993.5K | Q1 2026OLDER |
| Private Wealth Group, LLC$259M AUM | 0.13% | $345,529 | 6.6K | Q2 2026 |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.13% | $396,331 | 7.6K | Q1 2026OLDER |
| Burford Brothers, Inc.$244M AUM | 0.13% | $320,916 | 6.1K | Q1 2026OLDER |
| Cercano Management LLC$2.3B AUM | 0.13% | $3M | 57.9K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.13% | $14M | 273.2K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.13% | $1M | 27.2K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.13% | $403,633 | 7.7K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.13% | $208,760 | 4.0K | Q1 2026OLDER |
| Kendall Capital Management$488M AUM | 0.12% | $605,404 | 11.6K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 0.12% | $350,954 | 6.7K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.12% | $3M | 52.8K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.12% | $7M | 143.5K | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.12% | $843,231 | 16.0K | Q2 2026 |
| Marshall Financial Group, LLC$625M AUM | 0.11% | $716,227 | 13.7K | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 0.11% | $700,311 | 13.4K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.11% | $2M | 29.8K | Q1 2026OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 0.11% | $3M | 62.7K | Q1 2026OLDER |
| FreeGulliver LLC$237M AUM | 0.11% | $260,950 | 5.0K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.11% | $979,867 | 18.8K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.11% | $10M | 189.5K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.10% | $374,150 | 7.2K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.10% | $3M | 57.9K | Q4 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.10% | $2M | 44.3K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.10% | $313,496 | 6.0K | Q2 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.10% | $4M | 70.9K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.10% | $492,124 | 9.4K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.10% | $454,151 | 8.6K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.10% | $27M | 511.3K | Q2 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.10% | $177,040 | 3.4K | Q4 2025OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.10% | $1M | 22.6K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.10% | $1M | 24.2K | Q1 2026OLDER |
| Powers Advisory Group, LLC$284M AUM | 0.10% | $269,725 | 5.2K | Q1 2026OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.09% | $2M | 42.7K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.09% | $121,552 | 130 | Q3 2025OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.09% | $287,045 | 5.5K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.09% | $769,181 | 14.7K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.09% | $231,163 | 4.4K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.09% | $2M | 39.2K | Q1 2026OLDER |
| Seaside Wealth Management, Inc.$356M AUM | 0.08% | $298,631 | 5.7K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.08% | $131,049 | 2.5K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.08% | $250,002 | 4.8K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.08% | $586,292 | 11.2K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.08% | $344,543 | 6.6K | Q4 2025OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.08% | $2M | 30.8K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.08% | $293,666 | 5.6K | Q2 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.08% | $4M | 77.8K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.08% | $675,495 | 12.9K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.08% | $1M | 19.8K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.08% | $4M | 72.5K | Q3 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.07% | $2M | 43.7K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.07% | $96,604 | 1.9K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.07% | $441,580 | 8.5K | Q1 2026OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 0.07% | $932,431 | 17.9K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.07% | $2M | 29.3K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.07% | $829,299 | 15.9K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.07% | $375,194 | 7.2K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.07% | $3M | 54.3K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.07% | $528,163 | 10.1K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.06% | $818,094 | 15.6K | Q4 2025OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.06% | $878,751 | 16.7K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.06% | $811,516 | 15.5K | Q4 2025OLDER |
| GWN SECURITIES INC.$523M AUM | 0.06% | $299,548 | 5.7K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.06% | $4M | 80.1K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.06% | $11M | 201.3K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.05% | $648,565 | 12.4K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.05% | $301,065 | 5.7K | Q2 2026 |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.05% | $280,365 | 5.4K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.05% | $6M | 121.4K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.05% | $414,804 | 7.9K | Q2 2026 |
| MAI Capital Management$17.7B AUM | 0.05% | $9M | 166.6K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.05% | $2M | 40.0K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.05% | $214,034 | 4.1K | Q3 2025OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.05% | $865,901 | 16.5K | Q2 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.05% | $465,992 | 8.9K | Q2 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.04% | $390,486 | 7.5K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.04% | $273,993 | 5.2K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.04% | $41M | 788.4K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.04% | $176,403 | 3.4K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.04% | $238,978 | 4.6K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.04% | $106,488 | 2.0K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.04% | $1M | 25.9K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.04% | $6M | 116.3K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.04% | $607,126 | 11.6K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.04% | $787,004 | 15.1K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 0.04% | $363,556 | 7.0K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.04% | $104,380 | 2.0K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.04% | $341,009 | 6.5K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.04% | $314,560 | 6.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.04% | $3M | 59.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $33M | 625.1K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 40.6K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.03% | $3M | 59.3K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.03% | $2M | 40.3K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.03% | $428,145 | 8.2K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.03% | $423,522 | 8.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.03% | $29M | 2.0K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.03% | $231,440 | 4.4K | Q2 2026 |
| NWAM LLC$1.7B AUM | 0.03% | $550,930 | 10.8K | Q4 2025OLDER |
| Red Tortoise LLC$240M AUM | 0.03% | $74,509 | 1.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $116M | 2.23M | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.03% | $655,872 | 12.6K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.03% | $2M | 31.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $3M | 61.6K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.03% | $962,729 | 18.3K | Q2 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.03% | $824,290 | 15.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.03% | $1M | 23.9K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.03% | $5M | 98.5K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.03% | $1M | 19.8K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.03% | $2M | 37.8K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.03% | $207,245 | 4.0K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $10M | 191.6K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.03% | $313,923 | 6.0K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.03% | $1M | 19.9K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.03% | $250,408 | 4.8K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.03% | $1M | 20.2K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.03% | $453,479 | 8.7K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.03% | $248,424 | 4.8K | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.03% | $224,417 | 4.3K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.03% | $923,554 | 17.7K | Q1 2026OLDER |
| Premier Financial Group$587M AUM | 0.03% | $94,176 | 1.8K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $18M | 337.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $130M | 2.49M | Q2 2026 |
| Occidental Asset Management, LLC$844M AUM | 0.02% | $200,723 | 3.8K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.02% | $366,948 | 7.0K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.02% | $298,715 | 5.7K | Q2 2026 |
| Zhang Financial LLC$2.9B AUM | 0.02% | $626,876 | 12.0K | Q4 2025OLDER |
| Goldstein Advisors, LLC$900M AUM | 0.02% | $209,856 | 4.0K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.02% | $6M | 108.2K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $603,382 | 11.6K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $480,976 | 9.2K | Q3 2025OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.02% | $229,793 | 4.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.02% | $4M | 78.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 111.1K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $3M | 55.9K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $3M | 48.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $15M | 281.0K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.02% | $1M | 20.2K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.02% | $257,714 | 4.9K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $22M | 427.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 83.1K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.02% | $35,228 | 675 | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.02% | $625,550 | 12.0K | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.02% | $200,982 | 3.8K | Q4 2025OLDER |
| Triumph Capital Management$491M AUM | 0.02% | $93,942 | 1.8K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.02% | $284,142 | 5.4K | Q3 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $661,438 | 12.6K | Q2 2026 |
| Trust Point Inc.$1.2B AUM | 0.02% | $218,238 | 4.1K | Q2 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.02% | $1M | 23.6K | Q3 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $778,518 | 14.9K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.02% | $561,077 | 10.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $4M | 68.8K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.02% | $579,439 | 11.1K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.02% | $251,075 | 4.8K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.02% | $1M | 24.6K | Q2 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.02% | $2M | 29.2K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $212,952 | 4.0K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $13M | 255.9K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.02% | $248,372 | 4.8K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.02% | $6M | 110.6K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.02% | $333,068 | 6.4K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.02% | $30,845 | 591 | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $929,967 | 17.8K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 59.1K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.02% | $155,735 | 3.0K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.02% | $1M | 22.0K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.02% | $267,664 | 5.1K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.02% | $1M | 23.5K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 0.02% | $393,658 | 7.5K | Q2 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $1M | 28.6K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 26.2K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.01% | $158,513 | 3.0K | Q3 2025OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.01% | $272,572 | 5.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $193M | 3.69M | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 27.6K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.01% | $201,831 | 3.9K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $249,561 | 4.8K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $621,897 | 11.9K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.01% | $314,079 | 6.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $47M | 909.7K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $197,176 | 3.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $39M | 751.6K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $184,758 | 3.5K | Q3 2025OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.01% | $386,206 | 7.4K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $638,336 | 12.2K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $288,728 | 5.5K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $219,198 | 4.2K | Q1 2026OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.01% | $52,280 | 1.0K | Q3 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $836,420 | 16.0K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.01% | $551,701 | 10.6K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.01% | $1M | 22.6K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $337,675 | 6.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $156M | 2.98M | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $394,754 | 7.6K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $309,533 | 5.9K | Q4 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.01% | $204,116 | 3.9K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $203,306 | 3.9K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $203,892 | 3.9K | Q3 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $5M | 103.6K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $6M | 109.9K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $226,149 | 4.3K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $6M | 121.0K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $11M | 217.0K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $426,181 | 8.2K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.01% | $491,179 | 9.3K | Q2 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 25.1K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $14M | 264.8K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.01% | $12,749 | 244 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $481,114 | 9.2K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $515,925 | 9.9K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $271,804 | 5.2K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $768,736 | 14.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $37M | 707.7K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.01% | $49,448 | 949 | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $312,931 | 6.0K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.01% | $15,762 | 302 | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $681,789 | 13.1K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.01% | $341,845 | 6.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $320,544 | 6.1K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.00% | $201,871 | 3.9K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $1M | 23.1K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $307,711 | 5.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $7M | 125.2K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $222,387 | 4.2K | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $202,549 | 3.9K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $100,365 | 1.9K | Q4 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $299,133 | 5.7K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $2M | 38.7K | Q1 2026OLDER |
| Goodman Advisory Group, LLC$385M AUM | 0.00% | $16,312 | 312 | Q3 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $144,462 | 2.8K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $336,260 | 6.4K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $764,804 | 14.7K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $58M | 1.11M | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $211,961 | 4.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $18M | 354.2K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $247,859 | 4.7K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $575,634 | 11.0K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $506,400 | 9.7K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $5,480 | 105 | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $256,043 | 4.9K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 30.5K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $210,639 | 4.0K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $206,481 | 3.9K | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 23.6K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $193,636 | 3.7K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $360,476 | 6.9K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $18,627 | 356 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $69,261 | 1.3K | Q4 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $14,393 | 276 | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $161,544 | 3.1K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $13M | 257.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $945,316 | 18.1K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $43,395 | 825 | Q2 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $776,324 | 14.9K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $326,553 | 6.3K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $89,097 | 1.7K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $738,697 | 14.2K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.00% | $3,598 | 69 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $71,240 | 1.4K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $32,253 | 618 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $674,263 | 12.9K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $3,669 | 70 | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $19,571 | 375 | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $2,666 | 51 | Q3 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $275,302 | 5.3K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $11,978 | 230 | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $5M | 99.1K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $509,309 | 9.8K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $4M | 78.2K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 84.3K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $427,199 | 8.2K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $345,393 | 6.6K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $50,418 | 962 | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $787,912 | 15.1K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $5,861 | 112 | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $2,111 | 40 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $60,906 | 1.2K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.00% | $365 | 7 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $250,208 | 4.8K | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $17,849 | 342 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $30,922 | 590 | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $221,438 | 4.2K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $88,723 | 1.7K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $58,296 | 1.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $213,938 | 4.1K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $229,636 | 4.4K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $52,190 | 1.0K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $1,170 | 22 | Q2 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $20,041 | 384 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $74,674 | 1.4K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $262 | 5 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.