PIMCO ETF TR
CUSIP 72201R833
Pimco Etf Tr has 736 institutional holders in Filings Flow’s 13F database, together reporting 111.56M shares worth $11.0B as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Assetmark, Inc, and Morgan Stanley.
Institutional Holders
736
Q1 2026
Reported Value
$11.0B
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 |
|---|---|---|---|---|
| Gainplan LLC$254M AUM | 17.92% | $45M | 451.2K | Q2 2026 |
| Phil A. Younker & Associates, Ltd.$150M AUM | 13.14% | $20M | 196.0K | Q1 2026OLDER |
| JFG Wealth Management, LLC$511M AUM | 12.15% | $62M | 616.4K | Q3 2025OLDER |
| Williams Financial, LLC$172M AUM | 9.23% | $16M | 157.7K | Q1 2026OLDER |
| Mission Hills Financial Advisory, LLC$195M AUM | 8.94% | $17M | 173.7K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 8.88% | $20M | 202.7K | Q1 2026OLDER |
| Bramshill Investments, LLC$1.2B AUM | 7.90% | $92M | 911.3K | Q1 2026OLDER |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 7.88% | $10M | 100.7K | Q2 2026 |
| Koenig Investment Advisory, LLC$118M AUM | 7.78% | $9M | 91.1K | Q1 2026OLDER |
| MJP ASSOCIATES INC /ADV$824M AUM | 6.93% | $57M | 567.8K | Q1 2026OLDER |
| Mission Financial Group, LLC$108M AUM | 6.87% | $7M | 74.0K | Q1 2026OLDER |
| MAINSAIL ASSET MANAGEMENT, LLC$223M AUM | 6.75% | $15M | 149.4K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 6.63% | $19M | 187.6K | Q1 2026OLDER |
| PMG Wealth Management, Inc.$139M AUM | 6.03% | $8M | 83.4K | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 5.97% | $35M | 347.4K | Q1 2026OLDER |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 5.90% | $7M | 66.8K | Q1 2026OLDER |
| Alexis Investment Partners, LLC$145M AUM | 5.89% | $9M | 85.0K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 5.78% | $24M | 234.1K | Q1 2026OLDER |
| Cottage Street Advisors LLC$231M AUM | 5.76% | $13M | 132.4K | Q1 2026OLDER |
| Hardworking Capital Advisors, LLC$107M AUM | 5.68% | $6M | 60.4K | Q1 2026OLDER |
| Brick & Kyle, Associates$303M AUM | 5.57% | $17M | 167.9K | Q2 2026 |
| Family Manage LLC$834M AUM | 5.39% | $45M | 447.1K | Q1 2026OLDER |
| Stone Wealth Partners$111M AUM | 4.63% | $5M | 51.2K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 4.57% | $86M | 849.0K | Q1 2026OLDER |
| NavPoint Financial, Inc.$247M AUM | 4.40% | $11M | 108.1K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 4.28% | $9M | 85.7K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 4.15% | $57M | 569.5K | Q1 2026OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 4.09% | $5M | 51.7K | Q1 2026OLDER |
| Resolute Wealth Strategies, LLC$232M AUM | 3.99% | $9M | 92.0K | Q1 2026OLDER |
| Moment Partners, LLC$561M AUM | 3.91% | $22M | 217.8K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 3.88% | $5M | 47.6K | Q2 2026 |
| Joel Adams & Associates, Inc.$135M AUM | 3.71% | $5M | 49.6K | Q1 2026OLDER |
| Pilgrim Partners Asia Pte Ltd$246M AUM | 3.69% | $9M | 90.0K | Q1 2026OLDER |
| Stokes Capital Advisors, LLC$446M AUM | 3.68% | $16M | 163.1K | Q1 2026OLDER |
| Oceanside Advisors LLC$175M AUM | 3.53% | $6M | 61.5K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 3.48% | $5M | 46.9K | Q1 2026OLDER |
| GatePass Capital, LLC$214M AUM | 3.44% | $7M | 73.3K | Q1 2026OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 3.39% | $15M | 147.2K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 3.39% | $6M | 59.9K | Q3 2025OLDER |
| SITTNER & NELSON, LLC$274M AUM | 3.26% | $9M | 88.6K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 3.20% | $28M | 277.4K | Q1 2026OLDER |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 3.07% | $5M | 47.6K | Q1 2026OLDER |
| Delta Investment Management, LLC$559M AUM | 3.07% | $17M | 170.5K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 3.02% | $8M | 82.2K | Q3 2025OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 2.94% | $6M | 59.1K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 2.89% | $11M | 107.0K | Q2 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 2.77% | $4M | 42.5K | Q1 2026OLDER |
| Addison Capital Co$562M AUM | 2.77% | $16M | 154.7K | Q1 2026OLDER |
| Smith Thornton Advisors LLC$199M AUM | 2.62% | $5M | 51.8K | Q1 2026OLDER |
| WINCAP FINANCIAL LLC$185M AUM | 2.62% | $5M | 48.1K | Q2 2026 |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 2.50% | $7M | 66.4K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 2.48% | $9M | 90.0K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 2.48% | $6M | 60.7K | Q1 2026OLDER |
| MUIRFIELD WEALTH ADVISORS LLC$136M AUM | 2.48% | $3M | 33.5K | Q1 2026OLDER |
| Values First Advisors, Inc.$192M AUM | 2.45% | $5M | 46.8K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 2.39% | $4M | 36.7K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 2.39% | $26M | 255.1K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 2.38% | $3M | 30.6K | Q1 2026OLDER |
| Mullaney, Keating & Wright, Inc.$184M AUM | 2.33% | $4M | 42.7K | Q1 2026OLDER |
| Friedenthal Financial$199M AUM | 2.26% | $5M | 44.9K | Q1 2026OLDER |
| Planned Solutions, Inc.$306M AUM | 2.26% | $7M | 68.6K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 2.25% | $25M | 248.9K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 2.23% | $4M | 43.8K | Q1 2026OLDER |
| MinichMacGregor Wealth Management, LLC$567M AUM | 2.21% | $13M | 124.6K | Q1 2026OLDER |
| BHK Investment Advisors, LLC$299M AUM | 2.12% | $6M | 63.0K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 2.08% | $11M | 107.2K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 2.04% | $3M | 26.2K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 1.98% | $972M | 9.66M | Q1 2026OLDER |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 1.95% | $11M | 113.2K | Q1 2026OLDER |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 1.95% | $6M | 60.9K | Q1 2026OLDER |
| PFW Advisors LLC$318M AUM | 1.93% | $6M | 61.1K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 1.93% | $4M | 35.4K | Q1 2026OLDER |
| Oxinas Partners, LLC$219M AUM | 1.92% | $4M | 41.8K | Q1 2026OLDER |
| AG Asset Advisory, LLC$121M AUM | 1.92% | $2M | 23.0K | Q3 2025OLDER |
| ETF Store, Inc.$103M AUM | 1.92% | $2M | 19.6K | Q1 2026OLDER |
| TFR Capital, LLC.$326M AUM | 1.79% | $6M | 58.0K | Q1 2026OLDER |
| SARD WEALTH MANAGEMENT GROUP, LLC$184M AUM | 1.79% | $3M | 32.7K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 1.78% | $55M | 549.8K | Q1 2026OLDER |
| CHANNEL WEALTH LLC$413M AUM | 1.75% | $7M | 72.0K | Q1 2026OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 1.72% | $2M | 21.1K | Q2 2026 |
| Somerset Group LLC$135M AUM | 1.71% | $2M | 22.9K | Q1 2026OLDER |
| Cannon Wealth Management Services, LLC$148M AUM | 1.68% | $2M | 24.7K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 1.68% | $2M | 18.7K | Q1 2026OLDER |
| Goodman Advisory Group, LLC$385M AUM | 1.67% | $6M | 64.2K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 1.66% | $3M | 26.4K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 1.65% | $2M | 23.6K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 1.56% | $4M | 37.7K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 1.54% | $3M | 29.3K | Q1 2026OLDER |
| WestHill Financial Advisors, Inc.$523M AUM | 1.53% | $8M | 79.7K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 1.53% | $21M | 209.5K | Q2 2026 |
| RiverTree Advisors, LLC$158M AUM | 1.49% | $2M | 23.4K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 1.47% | $12M | 118.3K | Q1 2026OLDER |
| Palumbo Wealth Management LLC$410M AUM | 1.47% | $6M | 59.7K | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 1.45% | $2M | 18.9K | Q1 2026OLDER |
| Flatrock Wealth Partners LLC$208M AUM | 1.42% | $3M | 29.3K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 1.41% | $5M | 46.9K | Q1 2026OLDER |
| Heirloom Wealth Management$555M AUM | 1.39% | $8M | 76.9K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 1.39% | $3M | 31.0K | Q3 2025OLDER |
| Hudson Portfolio Management LLC$119M AUM | 1.38% | $2M | 16.3K | Q1 2026OLDER |
| Foundry Financial Group, Inc.$202M AUM | 1.35% | $3M | 27.1K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 1.34% | $3M | 28.4K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 1.34% | $3M | 33.9K | Q1 2026OLDER |
| Uncommon Cents Investing LLC$431M AUM | 1.34% | $6M | 57.2K | Q1 2026OLDER |
| WJ Interests, LLC$260M AUM | 1.30% | $3M | 33.8K | Q1 2026OLDER |
| Authentikos Wealth Advisory, LLC$148M AUM | 1.30% | $2M | 19.1K | Q1 2026OLDER |
| Mason Investment Advisory Services, Inc.$2.2B AUM | 1.29% | $28M | 278.2K | Q1 2026OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 1.24% | $6M | 64.6K | Q1 2026OLDER |
| Compass Financial Group, Inc.$222M AUM | 1.24% | $3M | 27.3K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 1.23% | $8M | 77.6K | Q3 2025OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 1.23% | $3M | 33.3K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 1.20% | $8M | 81.2K | Q1 2026OLDER |
| Wealth Advisors of Iowa, LLC$323M AUM | 1.20% | $4M | 38.6K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 1.19% | $11M | 109.2K | Q1 2026OLDER |
| Capital Management Associates, Inc$442M AUM | 1.17% | $5M | 51.4K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 1.15% | $1M | 10.8K | Q1 2026OLDER |
| Bouvel Investment Partners, LLC$345M AUM | 1.10% | $4M | 37.6K | Q1 2026OLDER |
| Merited Wealth, LLC$121M AUM | 1.08% | $1M | 13.0K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 1.07% | $1M | 12.1K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 1.06% | $16M | 163.2K | Q2 2026 |
| ADVOCATE GROUP LLC$639M AUM | 1.05% | $7M | 67.0K | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 1.00% | $5M | 51.0K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 1.00% | $9M | 84.8K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.96% | $86M | 852.9K | Q1 2026OLDER |
| Mittelman Wealth Management$160M AUM | 0.95% | $2M | 15.1K | Q1 2026OLDER |
| Ruggaard & Associates LLC$252M AUM | 0.93% | $2M | 23.4K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.93% | $2M | 17.5K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.93% | $19M | 184.2K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.91% | $1M | 10.3K | Q1 2026OLDER |
| Roger Wittlin Investment Advisory, LLC$122M AUM | 0.90% | $1M | 11.0K | Q1 2026OLDER |
| OakTrust Wealth Advisors, LLC$110M AUM | 0.89% | $967,780 | 9.6K | Q4 2025OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.88% | $12M | 120.2K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.87% | $5M | 47.4K | Q1 2026OLDER |
| Essential Planning, LLC.$315M AUM | 0.87% | $3M | 27.2K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.87% | $33M | 332.7K | Q1 2026OLDER |
| Foundry Financial LLC$236M AUM | 0.87% | $2M | 20.4K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 0.85% | $903,981 | 9.0K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.83% | $4M | 44.6K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.82% | $1M | 6.4K | Q3 2025OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.81% | $5M | 54.5K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 0.81% | $3M | 27.3K | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 0.79% | $2M | 21.6K | Q3 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.78% | $18M | 175.9K | Q1 2026OLDER |
| Adams Wealth Management$455M AUM | 0.76% | $3M | 34.5K | Q1 2026OLDER |
| Paulson Wealth Management Inc.$427M AUM | 0.73% | $3M | 31.0K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.73% | $13M | 129.5K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.73% | $5M | 53.8K | Q1 2026OLDER |
| Birch Capital Management, LLC$191M AUM | 0.69% | $1M | 13.2K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.68% | $9M | 93.3K | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$132M AUM | 0.68% | $899,059 | 8.9K | Q1 2026OLDER |
| CIM, LLC$692M AUM | 0.67% | $5M | 46.4K | Q1 2026OLDER |
| Infinity Wealth Counsel, LLC$124M AUM | 0.67% | $695,441 | 6.9K | Q3 2025OLDER |
| Norris Financial Group, LLC$108M AUM | 0.67% | $917,394 | 9.0K | Q1 2026OLDER |
| Hedeker Wealth, LLC$474M AUM | 0.66% | $3M | 31.3K | Q4 2025OLDER |
| Phoenix Wealth Advisors$253M AUM | 0.65% | $2M | 16.4K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.64% | $4M | 41.4K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.63% | $654,426 | 6.5K | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$169M AUM | 0.62% | $1M | 10.4K | Q1 2026OLDER |
| Johnson Financial Group, LLC$1.5B AUM | 0.61% | $9M | 91.1K | Q1 2026OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.58% | $2M | 21.3K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.57% | $3M | 29.0K | Q1 2026OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.57% | $4M | 41.0K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.57% | $8M | 78.6K | Q1 2026OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 0.56% | $2M | 16.8K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.55% | $3M | 29.4K | Q1 2026OLDER |
| Avid Wealth Partners LLC$212M AUM | 0.55% | $1M | 11.6K | Q1 2026OLDER |
| Towneley Capital Management, Inc / DE$478M AUM | 0.55% | $3M | 26.1K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.55% | $101M | 1.00M | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.53% | $11M | 108.7K | Q3 2025OLDER |
| Net Worth Advisory Group$482M AUM | 0.53% | $3M | 25.4K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.53% | $1M | 11.7K | Q2 2026 |
| Elevation Capital Advisory, LLC$235M AUM | 0.53% | $1M | 12.8K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.52% | $34M | 342.9K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.52% | $7M | 69.3K | Q4 2025OLDER |
| Concorde Financial Corp$127M AUM | 0.52% | $929,671 | 9.2K | Q3 2025OLDER |
| Midway Capital Research & Management$106M AUM | 0.50% | $527,993 | 5.3K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.49% | $9M | 88.4K | Q1 2026OLDER |
| FreeGulliver LLC$237M AUM | 0.48% | $1M | 11.4K | Q1 2026OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 0.48% | $4M | 37.5K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.47% | $11M | 105.7K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.47% | $10M | 95.6K | Q1 2026OLDER |
| FCA CORP /TX$354M AUM | 0.45% | $2M | 15.8K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.44% | $2M | 17.5K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.44% | $864,399 | 8.6K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 0.44% | $639,554 | 6.3K | Q2 2026 |
| Financial Strategies Group, Inc.$598M AUM | 0.44% | $3M | 25.9K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.44% | $5M | 47.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.42% | $161M | 1.60M | Q1 2026OLDER |
| Financial Futures Ltd Liability Co.$228M AUM | 0.42% | $904,866 | 9.0K | Q4 2025OLDER |
| Gambit Capital Management, LLC$145M AUM | 0.42% | $607,539 | 6.0K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 0.41% | $2M | 24.2K | Q1 2026OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 0.41% | $5M | 54.4K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.41% | $1M | 11.7K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.41% | $2M | 19.7K | Q1 2026OLDER |
| SHAYNE & JACOBS, LLC$337M AUM | 0.41% | $1M | 13.7K | Q2 2026 |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.40% | $2M | 18.2K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.38% | $33M | 332.6K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.38% | $2M | 22.0K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.38% | $10M | 97.7K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 0.38% | $828,358 | 8.2K | Q1 2026OLDER |
| CATALYST PRIVATE WEALTH, LLC$185M AUM | 0.38% | $693,933 | 6.9K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.37% | $5M | 53.9K | Q1 2026OLDER |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.37% | $1M | 10.3K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.37% | $7M | 69.7K | Q1 2026OLDER |
| Omega Financial Group, LLC$308M AUM | 0.37% | $1M | 11.1K | Q4 2025OLDER |
| Richard P Slaughter Associates Inc$463M AUM | 0.36% | $2M | 16.6K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.35% | $1M | 13.0K | Q4 2025OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.35% | $4M | 39.1K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.35% | $852,217 | 8.5K | Q1 2026OLDER |
| Summa Corp.$242M AUM | 0.35% | $844,788 | 8.4K | Q1 2026OLDER |
| HOWLAND CAPITAL MANAGEMENT LLC$2.5B AUM | 0.35% | $9M | 87.7K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.35% | $2M | 15.7K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.35% | $6M | 56.1K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.35% | $4M | 34.9K | Q1 2026OLDER |
| Financial Guidance Group, Inc.$249M AUM | 0.35% | $859,270 | 8.5K | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.34% | $1M | 11.9K | Q1 2026OLDER |
| LifeGoal Investments, LLC$218M AUM | 0.34% | $411,885 | 4.1K | Q3 2025OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.34% | $2M | 22.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.34% | $22M | 217.4K | Q1 2026OLDER |
| Powerhouse Assets LLC$115M AUM | 0.34% | $385,725 | 3.8K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.33% | $21M | 204.2K | Q1 2026OLDER |
| Mid-American Wealth Advisory Group, Inc.$237M AUM | 0.32% | $762,584 | 7.6K | Q1 2026OLDER |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 0.32% | $615,287 | 6.1K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.32% | $802,560 | 8.0K | Q1 2026OLDER |
| Three Bridge Wealth Advisors, LLC$364M AUM | 0.32% | $1M | 11.4K | Q1 2026OLDER |
| Powell Investment Advisors, LLC$290M AUM | 0.32% | $915,566 | 9.1K | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 0.31% | $473,735 | 4.7K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.31% | $8M | 83.0K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 0.30% | $1M | 14.3K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.29% | $2M | 18.8K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.29% | $5M | 51.1K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.29% | $563,415 | 5.6K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.29% | $9M | 93.6K | Q1 2026OLDER |
| POWER WEALTH MANAGEMENT LLC$269M AUM | 0.29% | $769,562 | 7.7K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.28% | $11M | 106.3K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 0.28% | $686,730 | 6.8K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.28% | $10M | 97.9K | Q2 2026 |
| North Forty Two & Co.$108M AUM | 0.28% | $301,308 | 3.0K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.28% | $76M | 756.5K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.28% | $6M | 63.5K | Q2 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.27% | $5M | 48.7K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.27% | $5M | 48.5K | Q1 2026OLDER |
| Christian Investment Advisors, Inc.$158M AUM | 0.27% | $428,073 | 4.3K | Q1 2026OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.27% | $2M | 17.7K | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 0.27% | $322,940 | 3.2K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.26% | $29M | 286.9K | Q1 2026OLDER |
| Evergreen Wealth Partners LLC$131M AUM | 0.26% | $339,192 | 3.4K | Q1 2026OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 0.25% | $1M | 10.7K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 0.25% | $709,056 | 7.0K | Q2 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.25% | $7M | 67.1K | Q2 2026 |
| Clarity Retirement & Wealth, LLC$124M AUM | 0.24% | $278,142 | 2.8K | Q4 2025OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.24% | $820,066 | 8.2K | Q1 2026OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 0.24% | $5M | 54.1K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.24% | $2M | 23.0K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.23% | $2M | 21.3K | Q1 2026OLDER |
| DeDora Capital, Inc.$408M AUM | 0.23% | $949,439 | 9.4K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.23% | $11M | 105.9K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.23% | $4M | 42.2K | Q1 2026OLDER |
| Williams & Novak, LLC$151M AUM | 0.23% | $342,754 | 3.4K | Q2 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.23% | $2M | 20.3K | Q2 2026 |
| Mezzasalma Advisors, LLC$391M AUM | 0.23% | $886,247 | 8.8K | Q1 2026OLDER |
| Crown Wealth Group, LLC$340M AUM | 0.22% | $764,784 | 7.6K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.22% | $2M | 20.6K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.22% | $5M | 45.4K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.22% | $832,379 | 8.3K | Q2 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.22% | $6M | 56.8K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.22% | $3M | 28.6K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.21% | $908,650 | 9.0K | Q1 2026OLDER |
| HCR Wealth Advisors$964M AUM | 0.21% | $2M | 20.4K | Q1 2026OLDER |
| PEOPLES BANK /OH$163M AUM | 0.21% | $345,257 | 3.4K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.21% | $3.3B | 32.81M | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.21% | $848,309 | 8.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.21% | $58M | 575.7K | Q2 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 0.21% | $615,779 | 6.1K | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.20% | $1M | 12.8K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.20% | $7M | 71.2K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.20% | $3M | 33.2K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.20% | $2M | 15.2K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.20% | $3M | 25.6K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.20% | $31M | 305.7K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.20% | $297,866 | 3.0K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.20% | $2M | 19.7K | Q1 2026OLDER |
| Financial Designs Corp$180M AUM | 0.20% | $356,420 | 3.5K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.20% | $5M | 50.4K | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.20% | $302,716 | 3.0K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.20% | $26M | 260.2K | Q1 2026OLDER |
| CGC Financial Services, LLC$346M AUM | 0.20% | $675,375 | 6.7K | Q1 2026OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 0.20% | $693,722 | 6.9K | Q1 2026OLDER |
| Parker Financial LLC$250M AUM | 0.19% | $486,859 | 4.8K | Q1 2026OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.19% | $498,665 | 5.0K | Q1 2026OLDER |
| Vigilare Wealth Management$326M AUM | 0.19% | $627,483 | 6.2K | Q2 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.19% | $4M | 41.8K | Q1 2026OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 0.19% | $310,761 | 3.1K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.19% | $3M | 34.3K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 0.19% | $490,580 | 4.9K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.19% | $307,744 | 3.1K | Q1 2026OLDER |
| RFG HOLDINGS, INC.$397M AUM | 0.19% | $743,045 | 7.4K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.19% | $514,918 | 5.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.18% | $166M | 1.64M | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.18% | $4M | 44.4K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.18% | $496,750 | 4.9K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.18% | $2M | 15.7K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.18% | $3M | 29.4K | Q1 2026OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.18% | $822,964 | 8.2K | Q1 2026OLDER |
| Gimbal Financial$167M AUM | 0.18% | $294,015 | 2.9K | Q3 2025OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.18% | $6M | 62.2K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.17% | $6M | 62.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.17% | $8M | 83.0K | Q1 2026OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 0.17% | $257,334 | 2.6K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.17% | $461,345 | 4.6K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.17% | $461,345 | 4.6K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.17% | $1M | 14.6K | Q3 2025OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 0.17% | $295,475 | 2.9K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.17% | $824,877 | 8.2K | Q1 2026OLDER |
| ENTREWEALTH, LLC$223M AUM | 0.16% | $363,368 | 3.6K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.16% | $664,554 | 6.6K | Q3 2025OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.16% | $3M | 33.3K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.15% | $2M | 17.8K | Q2 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.15% | $1M | 13.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.15% | $131M | 1.31M | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.15% | $6M | 54.9K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.15% | $6M | 64.2K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.15% | $13M | 128.8K | Q1 2026OLDER |
| Meriwether Wealth & Planning, LLC$202M AUM | 0.15% | $259,379 | 2.6K | Q4 2025OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.15% | $512,505 | 5.1K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.14% | $441,851 | 4.4K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 0.14% | $723,501 | 7.2K | Q1 2026OLDER |
| Pinion Investment Advisors, LLC$428M AUM | 0.14% | $610,259 | 6.1K | Q1 2026OLDER |
| Mattern Wealth Management LLC$513M AUM | 0.14% | $712,740 | 7.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.14% | $30M | 294.5K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.14% | $1M | 14.0K | Q4 2025OLDER |
| Five Pine Wealth Management$161M AUM | 0.14% | $221,515 | 2.2K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.13% | $168,656 | 1.7K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.13% | $12M | 122.1K | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 0.13% | $1M | 10.2K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.13% | $2M | 24.0K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.13% | $397,547 | 4.0K | Q1 2026OLDER |
| Burford Brothers, Inc.$244M AUM | 0.13% | $321,522 | 3.2K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.13% | $296,381 | 2.9K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.13% | $3M | 28.2K | Q1 2026OLDER |
| CWC Advisors, LLC.$210M AUM | 0.13% | $271,740 | 2.7K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.13% | $6M | 63.5K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.13% | $1M | 14.0K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.13% | $2M | 18.3K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.12% | $743,107 | 7.4K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.12% | $2M | 23.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.12% | $7M | 68.8K | Q4 2025OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.12% | $600,906 | 6.0K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.12% | $289,357 | 2.9K | Q1 2026OLDER |
| Peak Asset Management, LLC$567M AUM | 0.12% | $689,911 | 6.9K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.12% | $833,709 | 8.3K | Q1 2026OLDER |
| Ducere Wealth Management LLC$259M AUM | 0.12% | $305,435 | 3.0K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.12% | $553,738 | 5.5K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.12% | $422,937 | 4.2K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.12% | $437M | 4.34M | Q1 2026OLDER |
| Berman McAleer LLC$733M AUM | 0.11% | $841,670 | 8.4K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.11% | $977,641 | 9.7K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.11% | $3M | 31.2K | Q1 2026OLDER |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 0.11% | $1M | 10.8K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 0.11% | $243,178 | 2.4K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.11% | $423,903 | 4.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.11% | $10M | 104.2K | Q1 2026OLDER |
| Stenger Family Office, LLC$566M AUM | 0.11% | $635,804 | 6.3K | Q1 2026OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.11% | $326,149 | 3.2K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 0.11% | $495,719 | 4.9K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.11% | $999,153 | 9.9K | Q1 2026OLDER |
| Integrated Capital Management, LLC$237M AUM | 0.11% | $261,180 | 2.6K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.11% | $575M | 5.72M | Q2 2026 |
| Obsidian Personal Planning Solutions LLC$288M AUM | 0.11% | $310,729 | 3.1K | Q3 2025OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 0.11% | $652,297 | 6.5K | Q1 2026OLDER |
| ADE, LLC$209M AUM | 0.11% | $223,265 | 2.2K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.11% | $2M | 20.2K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.11% | $497,822 | 5.0K | Q2 2026 |
| Strait & Sound Wealth Management LLC$269M AUM | 0.10% | $281,624 | 2.8K | Q1 2026OLDER |
| Hamilton Wealth, LLC$513M AUM | 0.10% | $536,038 | 5.3K | Q2 2026 |
| LifeWealth Investments, LLC$335M AUM | 0.10% | $366,210 | 3.6K | Q3 2025OLDER |
| Intellus Advisors LLC$732M AUM | 0.10% | $755,683 | 7.5K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.10% | $625,828 | 6.2K | Q2 2026 |
| PFG Investments, LLC$2.1B AUM | 0.10% | $2M | 21.8K | Q1 2026OLDER |
| Auour Investments LLC$318M AUM | 0.10% | $324,192 | 3.2K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.10% | $907,092 | 9.0K | Q4 2025OLDER |
| LIFE LINE WEALTH MANAGEMENT LLC$224M AUM | 0.10% | $226,732 | 2.3K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.10% | $4M | 43.1K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 0.10% | $497,416 | 4.9K | Q2 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 0.10% | $2M | 15.7K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 0.10% | $300,401 | 3.0K | Q1 2026OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.10% | $474,389 | 4.7K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.10% | $2M | 20.5K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.10% | $462,066 | 4.6K | Q2 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.10% | $1M | 14.8K | Q3 2025OLDER |
| Nordwand Advisors, LLC$572M AUM | 0.10% | $553,454 | 5.5K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.10% | $213,866 | 2.1K | Q3 2025OLDER |
| ACCESS FINANCIAL SERVICES, INC.$282M AUM | 0.10% | $271,237 | 2.7K | Q1 2026OLDER |
| BRIGHT FINANCIAL ADVISORS, INC.$218M AUM | 0.10% | $203,289 | 2.0K | Q4 2025OLDER |
| ORG Partners LLC$568M AUM | 0.10% | $543,944 | 5.4K | Q4 2025OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.10% | $1M | 12.1K | Q1 2026OLDER |
| StoneCrest Wealth Management, Inc.$313M AUM | 0.10% | $297,793 | 3.0K | Q2 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.10% | $1M | 12.9K | Q4 2025OLDER |
| Financial Enhancement Group LLC$839M AUM | 0.09% | $785,209 | 7.8K | Q2 2026 |
| Lakeridge Wealth Management LLC$233M AUM | 0.09% | $217,686 | 2.2K | Q1 2026OLDER |
| BAKER BOYER NATIONAL BANK$333M AUM | 0.09% | $310,962 | 3.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.09% | $6M | 56.5K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.09% | $15M | 149.1K | Q1 2026OLDER |
| Ascension Capital Advisors, Inc.$318M AUM | 0.09% | $292,960 | 2.9K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.09% | $285,293 | 2.8K | Q2 2026 |
| Baron Wealth Management LLC$386M AUM | 0.09% | $348,971 | 3.5K | Q2 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 0.09% | $946,908 | 9.4K | Q2 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.09% | $251,236 | 2.5K | Q1 2026OLDER |
| McNamara Financial Services, Inc.$528M AUM | 0.09% | $451,861 | 4.5K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.08% | $5M | 52.2K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.08% | $503,487 | 5.0K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.08% | $430,499 | 4.3K | Q2 2026 |
| Oak Grove Capital LLC$1.2B AUM | 0.08% | $994,034 | 9.9K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.08% | $3M | 26.1K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.08% | $2M | 20.0K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.08% | $1M | 14.4K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.08% | $406,906 | 4.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.08% | $761,280 | 7.6K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.08% | $5M | 46.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.08% | $30M | 298.1K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.08% | $2M | 17.2K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.08% | $470,215 | 4.7K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 0.08% | $128,227 | 1.3K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.08% | $200,776 | 2.0K | Q3 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.08% | $3M | 33.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.08% | $53M | 527.6K | Q1 2026OLDER |
| Fi3 FINANCIAL ADVISORS, LLC$346M AUM | 0.08% | $268,416 | 2.7K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.08% | $608,178 | 6.0K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.08% | $641,179 | 6.4K | Q1 2026OLDER |
| Legacy Trust$522M AUM | 0.08% | $402,280 | 4.0K | Q1 2026OLDER |
| Argos Wealth Advisors, LLC$348M AUM | 0.08% | $265,505 | 2.6K | Q1 2026OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.08% | $3M | 26.7K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.08% | $2M | 22.2K | Q1 2026OLDER |
| Austin Wealth Management, LLC$440M AUM | 0.08% | $509,188 | 5.1K | Q4 2025OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.07% | $6M | 57.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.07% | $81M | 801.7K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.07% | $284,667 | 2.8K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 0.07% | $249,816 | 2.5K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.07% | $296,829 | 3.0K | Q3 2025OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.07% | $341,665 | 3.4K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.07% | $858,293 | 8.5K | Q2 2026 |
| Triumph Capital Management$491M AUM | 0.07% | $348,978 | 3.5K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.07% | $935,923 | 9.3K | Q1 2026OLDER |
| SilverOak Wealth Management LLC$632M AUM | 0.07% | $447,436 | 4.4K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.07% | $1M | 13.5K | Q1 2026OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.07% | $2M | 16.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.07% | $49M | 482.3K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.07% | $457,884 | 4.6K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 0.07% | $202,004 | 2.0K | Q4 2025OLDER |
| New Millennium Group LLC$231M AUM | 0.07% | $152,574 | 1.5K | Q4 2025OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 0.07% | $416,857 | 4.1K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.07% | $1M | 14.0K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.07% | $2M | 17.7K | Q1 2026OLDER |
| Premier Financial Group$587M AUM | 0.06% | $241,644 | 2.4K | Q3 2025OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 0.06% | $911,466 | 9.1K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.06% | $399,141 | 4.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.06% | $47M | 470.7K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.06% | $12M | 118.5K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.06% | $2M | 18.4K | Q4 2025OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.06% | $2M | 16.9K | Q4 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.06% | $5M | 54.5K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.06% | $127,221 | 1.3K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.06% | $1M | 12.5K | Q3 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.06% | $1M | 13.7K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.06% | $265,902 | 2.6K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.06% | $3M | 34.4K | Q1 2026OLDER |
| Hudock, Inc.$680M AUM | 0.06% | $395,834 | 3.9K | Q1 2026OLDER |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 0.06% | $399,766 | 4.0K | Q1 2026OLDER |
| Quattro Advisors LLC$115M AUM | 0.06% | $71,851 | 716 | Q4 2025OLDER |
| LongView Wealth Management$398M AUM | 0.06% | $225,348 | 2.2K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.06% | $214,214 | 2.1K | Q1 2026OLDER |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 0.06% | $296,771 | 2.9K | Q2 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.06% | $2M | 18.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.06% | $9M | 85.9K | Q1 2026OLDER |
| Red Door Wealth Management, LLC$962M AUM | 0.05% | $526,483 | 5.2K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.05% | $2M | 15.9K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.05% | $13M | 134.5K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.05% | $898M | 8.95M | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.05% | $7M | 66.8K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.05% | $638,620 | 6.3K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.05% | $9M | 93.0K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.05% | $2M | 21.2K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.05% | $356,442 | 3.5K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.05% | $49M | 489.3K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.05% | $1M | 13.5K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.05% | $10M | 100.3K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.05% | $2M | 19.2K | Q1 2026OLDER |
| ArrowMark Colorado Holdings LLC$3.8B AUM | 0.05% | $2M | 19.1K | Q1 2026OLDER |
| Drake & Associates, LLC$525M AUM | 0.05% | $255,878 | 2.5K | Q4 2025OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.05% | $815,589 | 8.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.05% | $5M | 53.4K | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.05% | $98,936 | 986 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.05% | $327M | 3.25M | Q1 2026OLDER |
| Leelyn Smith, LLC$713M AUM | 0.05% | $348,203 | 3.5K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.05% | $209,610 | 2.1K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.05% | $45M | 445.1K | Q1 2026OLDER |
| ARROW FINANCIAL CORP$994M AUM | 0.05% | $469,661 | 4.7K | Q1 2026OLDER |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.05% | $404,518 | 4.0K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.05% | $394,134 | 3.9K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.05% | $328,598 | 3.3K | Q4 2025OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.05% | $44M | 440.2K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.