PROFESIONALLY MANAGED PORTFO
CUSIP 74316P579
Profesionally Managed Portfo has 34 institutional holders in Filings Flow’s 13F database, together reporting 53.10M shares worth $2.7B as of Q1 2026. The largest reported holders are Brown Brothers Harriman & Co, Financial Engines Advisors L.L.C., and Alti Global, Inc..
Institutional Holders
34
Q1 2026
Reported Value
$153M
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 |
|---|---|---|---|---|
| Ascension Capital Advisors, Inc.$318M AUM | 11.39% | $36M | 684.6K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 10.14% | $18M | 335.5K | Q1 2026OLDER |
| Urban Financial Advisory Corp$283M AUM | 8.94% | $25M | 478.5K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 8.83% | $43M | 808.0K | Q1 2026OLDER |
| Chemistry Wealth Management LLC$625M AUM | 7.84% | $49M | 921.7K | Q2 2026 |
| Cross Staff Investments Inc$197M AUM | 7.82% | $15M | 291.9K | Q1 2026OLDER |
| Lighthouse Wealth Management Inc.$147M AUM | 5.74% | $8M | 160.0K | Q1 2026OLDER |
| Parisi Gray Wealth Management$487M AUM | 4.39% | $21M | 402.5K | Q2 2026 |
| Mendel Capital Management LLC$199M AUM | 3.64% | $7M | 136.8K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 3.59% | $165M | 3.13M | Q1 2026OLDER |
| Ehrenkranz Partners L.P.$126M AUM | 3.49% | $4M | 83.5K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 3.40% | $634M | 11.99M | Q1 2026OLDER |
| NBZ Investment Advisors LLC$229M AUM | 3.26% | $7M | 141.3K | Q1 2026OLDER |
| Montz Harcus Wealth Management LLC$248M AUM | 3.20% | $8M | 150.2K | Q1 2026OLDER |
| Affiance Financial, LLC$695M AUM | 2.83% | $20M | 370.0K | Q2 2026 |
| Ironwood Investment Counsel, LLC$694M AUM | 2.66% | $18M | 348.7K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 2.25% | $5M | 89.1K | Q1 2026OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 2.10% | $5M | 102.5K | Q1 2026OLDER |
| RM Financial Services, LLC$116M AUM | 1.83% | $2M | 40.1K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 1.81% | $16M | 296.6K | Q1 2026OLDER |
| Compton Wealth Advisory Group, LLC$449M AUM | 1.79% | $8M | 152.7K | Q1 2026OLDER |
| BNB Wealth Management, LLC$156M AUM | 1.63% | $3M | 48.0K | Q1 2026OLDER |
| JBR Co Financial Management Inc$274M AUM | 1.55% | $4M | 79.9K | Q2 2026 |
| CoreFirst Bank & Trust$189M AUM | 1.36% | $3M | 48.5K | Q2 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 1.25% | $5M | 97.1K | Q1 2026OLDER |
| Oak Barrel Wealth Advisory LLC$167M AUM | 1.19% | $2M | 30.5K | Q1 2026OLDER |
| Grange Capital, LLC$100M AUM | 1.12% | $1M | 17.7K | Q4 2025OLDER |
| FFT WEALTH MANAGEMENT LLC$552M AUM | 1.06% | $6M | 110.3K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 1.01% | $1M | 27.5K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 1.00% | $12M | 220.7K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORS LLC$265M AUM | 0.99% | $3M | 49.7K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 0.99% | $3M | 48.1K | Q1 2026OLDER |
| BANYAN CAPITAL MANAGEMENT, INC.$232M AUM | 0.91% | $2M | 40.1K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 0.90% | $2M | 45.4K | Q1 2026OLDER |
| Value Investment Professionals, LLC$119M AUM | 0.89% | $1M | 19.8K | Q2 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 0.86% | $3M | 55.7K | Q1 2026OLDER |
| Longview Financial Advisors, Inc.$171M AUM | 0.82% | $1M | 26.2K | Q2 2026 |
| Aspect Partners, LLC$245M AUM | 0.73% | $2M | 33.8K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.71% | $13M | 246.3K | Q1 2026OLDER |
| Mendota Financial Group, LLC$161M AUM | 0.69% | $949,175 | 14.5K | Q4 2025OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.68% | $42M | 797.4K | Q1 2026OLDER |
| Symphony Financial Services, Inc.$195M AUM | 0.68% | $1M | 24.9K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.66% | $3M | 63.9K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.65% | $9M | 163.5K | Q1 2026OLDER |
| Marion Wealth Management$451M AUM | 0.64% | $3M | 54.8K | Q1 2026OLDER |
| Harfst & Associates, Inc.$560M AUM | 0.63% | $4M | 53.6K | Q4 2025OLDER |
| Aspire Capital Advisors LLC$444M AUM | 0.61% | $3M | 51.2K | Q1 2026OLDER |
| Compass Wealth Management, LLC/GA$234M AUM | 0.61% | $1M | 26.9K | Q1 2026OLDER |
| Sargent Investment Group, LLC$759M AUM | 0.57% | $4M | 82.3K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.57% | $281M | 5.32M | Q1 2026OLDER |
| Mittelman Wealth Management$160M AUM | 0.56% | $897,762 | 17.0K | Q1 2026OLDER |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 0.55% | $3M | 44.0K | Q4 2025OLDER |
| NorthStar Asset Management LLC /NJ/$207M AUM | 0.52% | $1M | 20.3K | Q1 2026OLDER |
| Clark Wealth Partners$149M AUM | 0.51% | $763,789 | 14.5K | Q1 2026OLDER |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 0.50% | $2M | 44.8K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.50% | $784,083 | 14.8K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.50% | $653,279 | 12.4K | Q1 2026OLDER |
| Lafayette Investments, Inc.$494M AUM | 0.48% | $2M | 45.3K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.48% | $10M | 157.1K | Q4 2025OLDER |
| Blume Capital Management, Inc.$588M AUM | 0.47% | $3M | 52.8K | Q1 2026OLDER |
| Commerce Advisors, LLC$119M AUM | 0.47% | $564,544 | 10.7K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.43% | $1M | 24.9K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.37% | $12M | 226.8K | Q2 2026 |
| Parker Investment Management, LLC$659M AUM | 0.35% | $2M | 37.9K | Q4 2025OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.33% | $2M | 39.6K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.33% | $743,494 | 14.1K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.31% | $620,037 | 11.7K | Q1 2026OLDER |
| ODonnell Financial Services, LLC$290M AUM | 0.30% | $871,919 | 16.5K | Q1 2026OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 0.30% | $3M | 62.4K | Q1 2026OLDER |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 0.28% | $786,607 | 14.5K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.28% | $2M | 46.0K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.27% | $6M | 110.4K | Q1 2026OLDER |
| Landing Point Financial Group, LLC$206M AUM | 0.26% | $535,160 | 10.1K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.25% | $4M | 78.3K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.25% | $18M | 344.6K | Q1 2026OLDER |
| Wealth Care LLC$113M AUM | 0.24% | $275,613 | 5.2K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.24% | $2M | 41.5K | Q2 2026 |
| 4J Wealth Management LLC$176M AUM | 0.24% | $418,216 | 6.4K | Q4 2025OLDER |
| Rockbridge Asset Management LLC$149M AUM | 0.24% | $353,408 | 6.7K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.23% | $9M | 178.6K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.23% | $7M | 124.6K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.23% | $2M | 34.0K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 0.22% | $476,760 | 9.0K | Q1 2026OLDER |
| Demars Financial Group, LLC$304M AUM | 0.22% | $673,785 | 12.7K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 0.21% | $2M | 29.2K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.21% | $5M | 87.2K | Q1 2026OLDER |
| Aspire Growth Partners LLC$146M AUM | 0.20% | $288,931 | 5.5K | Q1 2026OLDER |
| JHP Wealth Management, LLC$105M AUM | 0.20% | $206,115 | 3.9K | Q1 2026OLDER |
| CrossGen Wealth, LLC$114M AUM | 0.20% | $223,925 | 4.2K | Q1 2026OLDER |
| Stegent Equity Advisors, Inc.$117M AUM | 0.19% | $247,497 | 3.8K | Q4 2025OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.19% | $1M | 27.6K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.19% | $234,923 | 4.4K | Q1 2026OLDER |
| JM2 Capital Inc.$121M AUM | 0.19% | $233,216 | 3.6K | Q4 2025OLDER |
| Whitcomb & Hess, Inc.$463M AUM | 0.19% | $856,678 | 16.1K | Q2 2026 |
| LongView Wealth Management$398M AUM | 0.18% | $705,515 | 13.1K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.18% | $3M | 59.7K | Q1 2026OLDER |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 0.17% | $268,755 | 5.0K | Q1 2026OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 0.17% | $211,217 | 4.0K | Q2 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.17% | $3M | 49.6K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.17% | $3M | 56.2K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.16% | $620,142 | 11.7K | Q1 2026OLDER |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 0.16% | $288,667 | 5.5K | Q1 2026OLDER |
| Marble Wealth, LLC$571M AUM | 0.16% | $933,490 | 17.7K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.16% | $316,836 | 6.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.16% | $14M | 267.8K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.16% | $21M | 402.9K | Q1 2026OLDER |
| Frontier Asset Management, LLC$477M AUM | 0.16% | $756,706 | 14.3K | Q1 2026OLDER |
| Charter Capital Management, LLC\DE$200M AUM | 0.16% | $313,401 | 5.9K | Q1 2026OLDER |
| Long Island Wealth Management, Inc.$216M AUM | 0.16% | $336,707 | 6.4K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.15% | $858,126 | 16.2K | Q1 2026OLDER |
| Ayrshire Capital Management LLC$193M AUM | 0.15% | $285,126 | 5.4K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.15% | $269,271 | 5.1K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.14% | $3M | 47.8K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.14% | $8M | 147.8K | Q1 2026OLDER |
| LGL PARTNERS, LLC$243M AUM | 0.14% | $330,039 | 5.0K | Q4 2025OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.14% | $620,939 | 11.7K | Q2 2026 |
| Topsail Wealth Management, LLC$678M AUM | 0.14% | $932,063 | 17.6K | Q1 2026OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 0.14% | $373,491 | 7.1K | Q1 2026OLDER |
| Objectivity Squared, LLC$159M AUM | 0.14% | $217,161 | 4.1K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.14% | $1M | 19.1K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.13% | $4M | 58.3K | Q1 2026OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 0.13% | $2M | 33.9K | Q1 2026OLDER |
| Meridian Financial Partners LLC$263M AUM | 0.13% | $340,524 | 6.5K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.12% | $2M | 29.5K | Q1 2026OLDER |
| Golden Reserve Retirement LLC$485M AUM | 0.12% | $630,993 | 9.6K | Q4 2025OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.12% | $202,557 | 3.1K | Q4 2025OLDER |
| Hudson Value Partners, LLC$335M AUM | 0.11% | $377,514 | 7.1K | Q1 2026OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.11% | $1M | 19.9K | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 0.11% | $263,722 | 5.0K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.11% | $2M | 23.0K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.11% | $2M | 32.6K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.11% | $2M | 36.3K | Q1 2026OLDER |
| Capital Planning LLC$307M AUM | 0.11% | $326,085 | 6.2K | Q1 2026OLDER |
| KilterHowling LLC$198M AUM | 0.11% | $209,973 | 4.0K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.11% | $64M | 1.22M | Q1 2026OLDER |
| A&I FINANCIAL SERVICES, LLC$230M AUM | 0.10% | $239,355 | 4.5K | Q2 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.10% | $2M | 35.7K | Q4 2025OLDER |
| IRON Financial LLC$229M AUM | 0.10% | $223,979 | 3.4K | Q4 2025OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.10% | $283,658 | 4.3K | Q4 2025OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.10% | $195,333 | 3.7K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.10% | $1M | 26.6K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.09% | $15M | 290.0K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 0.09% | $244,643 | 4.6K | Q1 2026OLDER |
| Midway Capital Research & Management$106M AUM | 0.09% | $96,293 | 1.8K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.09% | $2M | 46.2K | Q1 2026OLDER |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.09% | $268,848 | 5.1K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.09% | $986,234 | 18.7K | Q1 2026OLDER |
| IAM Advisory, LLC$446M AUM | 0.09% | $387,021 | 7.3K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.09% | $6M | 113.4K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.09% | $1M | 20.9K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.09% | $1M | 25.9K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.08% | $713,600 | 10.9K | Q4 2025OLDER |
| East Coast Asset Management, LLC.$303M AUM | 0.08% | $257,485 | 4.9K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.08% | $1M | 21.5K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.08% | $2M | 44.3K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.08% | $225,141 | 4.3K | Q1 2026OLDER |
| Intelligent Financial Strategies$192M AUM | 0.08% | $149,037 | 2.8K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.07% | $261,057 | 4.0K | Q4 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.07% | $6M | 121.6K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.07% | $2M | 31.6K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.07% | $191,053 | 3.6K | Q1 2026OLDER |
| GREATMARK INVESTMENT PARTNERS, INC.$854M AUM | 0.07% | $615,544 | 11.6K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.07% | $2M | 41.6K | Q1 2026OLDER |
| Evernest Financial Advisors, LLC$481M AUM | 0.07% | $328,950 | 6.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.07% | $45M | 850.8K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.07% | $952,974 | 14.5K | Q4 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.07% | $196,551 | 3.7K | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.06% | $437,492 | 8.3K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.06% | $759,799 | 14.4K | Q1 2026OLDER |
| Stephens Consulting, LLC$309M AUM | 0.06% | $195,941 | 3.0K | Q4 2025OLDER |
| Uniting Wealth Partners, LLC$470M AUM | 0.06% | $293,529 | 5.6K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.06% | $14M | 272.6K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.06% | $208,440 | 3.9K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.06% | $228,499 | 3.5K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.06% | $320,588 | 6.1K | Q1 2026OLDER |
| Summit Asset Management, LLC$719M AUM | 0.06% | $436,224 | 8.3K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.06% | $531,953 | 10.0K | Q2 2026 |
| PDS Planning, Inc$1.5B AUM | 0.06% | $904,158 | 17.1K | Q1 2026OLDER |
| Ellenbecker Investment Group$743M AUM | 0.06% | $434,321 | 8.2K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.06% | $256,957 | 4.9K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.06% | $120,921 | 2.3K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.06% | $204,301 | 3.9K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.06% | $2M | 37.2K | Q1 2026OLDER |
| Compass Financial Services Inc$231M AUM | 0.06% | $133,313 | 2.0K | Q4 2025OLDER |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM | 0.06% | $226,832 | 4.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.06% | $28M | 523.4K | Q1 2026OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 0.06% | $319,672 | 6.0K | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.06% | $27M | 517.4K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.06% | $1M | 25.9K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.06% | $820,073 | 15.5K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.05% | $5M | 86.8K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.05% | $1M | 22.2K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.05% | $1M | 23.4K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.05% | $382,475 | 7.2K | Q1 2026OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 0.05% | $329,625 | 6.2K | Q1 2026OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.05% | $2M | 46.0K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.05% | $7M | 125.2K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.05% | $3M | 56.7K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.05% | $293,952 | 5.6K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.05% | $353,408 | 6.7K | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.05% | $532,728 | 10.1K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 0.05% | $229,210 | 4.3K | Q1 2026OLDER |
| SP Asset Management LLC$1.1B AUM | 0.05% | $585,856 | 8.9K | Q4 2025OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.05% | $2M | 36.9K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.05% | $283,910 | 5.4K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.04% | $3M | 55.4K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.04% | $555,722 | 8.5K | Q4 2025OLDER |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 0.04% | $2M | 38.8K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.04% | $11M | 201.3K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.04% | $30M | 568.0K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.04% | $398,595 | 7.5K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.04% | $1M | 26.0K | Q1 2026OLDER |
| Capital Planning Advisors, LLC$692M AUM | 0.04% | $287,504 | 5.4K | Q1 2026OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 0.04% | $313,453 | 5.9K | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.04% | $364,348 | 6.9K | Q1 2026OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 0.04% | $296,573 | 5.6K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.04% | $9M | 165.2K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.04% | $517,532 | 9.5K | Q1 2026OLDER |
| Curran Financial Partners, LLC$559M AUM | 0.04% | $211,335 | 3.2K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.04% | $8M | 147.2K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.04% | $204,326 | 3.1K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 35.9K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.04% | $442,037 | 8.4K | Q1 2026OLDER |
| Hamilton Point Investment Advisors, LLC$649M AUM | 0.04% | $244,483 | 3.7K | Q4 2025OLDER |
| BAYBAN$115M AUM | 0.04% | $41,635 | 788 | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.04% | $378,882 | 7.2K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.03% | $1M | 19.9K | Q1 2026OLDER |
| Lummis Asset Management, LP$167M AUM | 0.03% | $57,976 | 1.1K | Q1 2026OLDER |
| Financial Strategies Group, Inc.$598M AUM | 0.03% | $206,615 | 3.8K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $1M | 21.9K | Q4 2025OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.03% | $351,400 | 6.6K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.03% | $84,026 | 1.5K | Q1 2026OLDER |
| ARTHUR M. COHEN & ASSOCIATES, LLC$563M AUM | 0.03% | $203,736 | 3.1K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $280,634 | 5.3K | Q1 2026OLDER |
| Tanglewood Wealth Management, Inc.$1.2B AUM | 0.03% | $389,187 | 7.4K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.03% | $286,475 | 4.4K | Q4 2025OLDER |
| Breakwater Capital Group$833M AUM | 0.03% | $258,113 | 4.9K | Q2 2026 |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.03% | $386,862 | 7.3K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.03% | $276,748 | 5.2K | Q2 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.03% | $445,730 | 6.8K | Q1 2026OLDER |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 0.03% | $845,019 | 16.0K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.03% | $142,642 | 2.7K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.03% | $1M | 19.5K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.03% | $466,476 | 8.8K | Q2 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.03% | $3M | 53.7K | Q1 2026OLDER |
| Legacy Advisors, LLC$848M AUM | 0.03% | $249,558 | 4.7K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.03% | $227,647 | 3.5K | Q4 2025OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.03% | $426,676 | 6.5K | Q4 2025OLDER |
| Cynosure Group, LLC$800M AUM | 0.03% | $230,162 | 4.4K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.03% | $263,940 | 4.0K | Q4 2025OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.03% | $267,421 | 5.1K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.03% | $1M | 22.2K | Q1 2026OLDER |
| Abacus Planning Group, Inc.$743M AUM | 0.03% | $212,645 | 3.2K | Q4 2025OLDER |
| Black Diamond Financial, LLC$916M AUM | 0.03% | $256,856 | 4.9K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.03% | $113M | 2.14M | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.03% | $736,148 | 13.9K | Q1 2026OLDER |
| Quattro Advisors LLC$115M AUM | 0.03% | $34,000 | 519 | Q4 2025OLDER |
| WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM | 0.03% | $333,008 | 6.3K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.03% | $876,993 | 16.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $101M | 1.91M | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.03% | $9M | 164.4K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 0.03% | $361,970 | 6.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $7M | 132.0K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.03% | $5M | 87.9K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.03% | $123,634 | 2.3K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.02% | $41,223 | 780 | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.02% | $548,372 | 10.4K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.02% | $720,807 | 11.0K | Q4 2025OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $461,486 | 8.7K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $1M | 19.5K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.02% | $3M | 57.3K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.02% | $2M | 35.2K | Q1 2026OLDER |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 0.02% | $324,275 | 5.0K | Q4 2025OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.02% | $41,858 | 792 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $20M | 374.0K | Q1 2026OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.02% | $255,424 | 3.9K | Q4 2025OLDER |
| Pacific Center for Financial Services$394M AUM | 0.02% | $90,480 | 1.7K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.02% | $66,538 | 1.3K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $21M | 404.5K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $473,853 | 9.0K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.02% | $44,024 | 833 | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $470,524 | 8.9K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.02% | $5M | 89.1K | Q1 2026OLDER |
| Circle Wealth Management, LLC$7.0B AUM | 0.02% | $2M | 28.6K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.02% | $134,134 | 2.5K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 0.02% | $314,088 | 5.9K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.02% | $369,950 | 7.0K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $750,883 | 14.1K | Q2 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.02% | $3M | 51.2K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.02% | $315,307 | 4.8K | Q4 2025OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6.8B AUM | 0.02% | $1M | 27.4K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $1M | 21.3K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.02% | $734,631 | 11.2K | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.02% | $2M | 41.3K | Q1 2026OLDER |
| SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM | 0.02% | $433,581 | 8.2K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.02% | $289,816 | 4.4K | Q4 2025OLDER |
| SNS Financial Group, LLC$1.2B AUM | 0.02% | $230,596 | 3.5K | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.02% | $3M | 57.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $14M | 257.2K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.02% | $362,075 | 6.9K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.02% | $170,653 | 3.2K | Q1 2026OLDER |
| American Trust$1.1B AUM | 0.02% | $220,959 | 3.4K | Q4 2025OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.02% | $1M | 24.8K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $16M | 308.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $1M | 27.7K | Q1 2026OLDER |
| Garde Capital, Inc.$1.7B AUM | 0.02% | $289,407 | 5.5K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $939,567 | 17.8K | Q2 2026 |
| Winch Advisory Services, LLC$438M AUM | 0.02% | $73,409 | 1.4K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $425,760 | 8.1K | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.02% | $834,139 | 12.7K | Q4 2025OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.02% | $515,393 | 9.8K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.02% | $10M | 197.2K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $351,081 | 5.3K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.02% | $11M | 203.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 35.5K | Q1 2026OLDER |
| BLB&B Advisors, LLC$2.4B AUM | 0.01% | $359,380 | 6.8K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.01% | $275,243 | 5.2K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $891,734 | 16.9K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.01% | $135,772 | 2.6K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $3M | 54.5K | Q1 2026OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 0.01% | $898,609 | 17.0K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $308,487 | 4.7K | Q4 2025OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.01% | $277,014 | 5.2K | Q2 2026 |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.01% | $19,819 | 375 | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.01% | $394,102 | 7.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $4M | 68.0K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $12M | 228.7K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.01% | $63,315 | 1.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $7M | 132.5K | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.01% | $45,504 | 861 | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.01% | $14,534 | 275 | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.01% | $69,374 | 1.1K | Q4 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $522,528 | 9.9K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.01% | $492,562 | 9.3K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.01% | $245,224 | 4.6K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $2M | 29.9K | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.01% | $83,767 | 1.6K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $7M | 128.4K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.01% | $142,008 | 2.7K | Q1 2026OLDER |
| Financial Avengers, Inc.$219M AUM | 0.01% | $24,364 | 461 | Q1 2026OLDER |
| Allen Investment Management, LLC$8.1B AUM | 0.01% | $880,534 | 16.7K | Q1 2026OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.01% | $829,658 | 15.6K | Q2 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 39.7K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.01% | $389,293 | 7.4K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.01% | $1M | 19.2K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $360,371 | 5.5K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $32M | 609.9K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $599,160 | 11.3K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $137,705 | 2.6K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $470,682 | 8.9K | Q1 2026OLDER |
| Birch Hill Investment Advisors LLC$2.2B AUM | 0.01% | $211,400 | 4.0K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.01% | $17,493 | 331 | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $541,176 | 10.3K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.01% | $137,463 | 2.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 61.0K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 0.01% | $220,913 | 4.2K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $549,958 | 10.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $930,735 | 17.7K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.01% | $5M | 79.2K | Q4 2025OLDER |
| AMG National Trust Bank$4.6B AUM | 0.01% | $396,216 | 7.5K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $392,623 | 7.4K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.01% | $2M | 44.3K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $403,352 | 7.6K | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 0.01% | $212,352 | 4.0K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.01% | $215,438 | 4.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $105,700 | 2.0K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.01% | $970,696 | 18.4K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.01% | $87,718 | 1.3K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $571,943 | 10.8K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $25,744 | 484 | Q2 2026 |
| Sankala Group LLC$122M AUM | 0.01% | $9,393 | 182 | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $352,313 | 5.4K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $881,644 | 16.7K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $246,175 | 4.7K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $6M | 104.4K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $1M | 22.0K | Q2 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $681,025 | 12.9K | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.01% | $25,157 | 476 | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.01% | $375,975 | 7.1K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $1M | 26.9K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $382,053 | 7.2K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $338,346 | 6.4K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.01% | $34,839 | 655 | Q2 2026 |
| FineMark National Bank & Trust$3.2B AUM | 0.01% | $207,011 | 3.2K | Q4 2025OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.01% | $213,673 | 4.0K | Q1 2026OLDER |
| Byrne Asset Management LLC$185M AUM | 0.01% | $11,383 | 214 | Q2 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 0.01% | $64,318 | 1.2K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $182,702 | 3.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $1M | 21.9K | Q4 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $477,817 | 9.0K | Q1 2026OLDER |
| Clarkston Capital Partners, LLC$1.3B AUM | 0.01% | $227,647 | 3.5K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $28M | 524.4K | Q2 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $1M | 24.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $6M | 105.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $473,785 | 9.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $376,179 | 7.1K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $346,432 | 6.6K | Q1 2026OLDER |
| FENIMORE ASSET MANAGEMENT INC$4.5B AUM | 0.00% | $212,827 | 4.0K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.00% | $233,642 | 4.3K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $152,283 | 2.9K | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $61M | 1.16M | Q1 2026OLDER |
| Portus Wealth Advisors, LLC$106M AUM | 0.00% | $4,651 | 88 | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $55,968 | 1.1K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $47,258 | 893 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $518,194 | 9.8K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $343,102 | 6.5K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $155,953 | 2.9K | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $27M | 506.7K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.00% | $270,275 | 5.1K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $217,246 | 4.1K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $60,038 | 1.1K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $6M | 107.3K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $380,784 | 7.2K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.00% | $218,165 | 4.1K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.00% | $5,708 | 108 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $222,287 | 4.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $191,748 | 2.9K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 36.4K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $24,282 | 448 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $19,713 | 373 | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $243,304 | 3.7K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $573,272 | 10.8K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $17,969 | 340 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $222,455 | 4.1K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $1M | 20.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $16M | 301.7K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $225,458 | 4.3K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $558,835 | 10.6K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $95,289 | 1.8K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $242,843 | 3.7K | Q4 2025OLDER |
| Midwest Trust Co$8.0B AUM | 0.00% | $213,673 | 4.0K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $535,318 | 10.1K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $67,384 | 1.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $980,632 | 18.6K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $482,680 | 9.1K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $441,245 | 8.3K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $33,824 | 640 | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $159,607 | 3.0K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $41,857 | 792 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $101,472 | 1.9K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $2M | 30.2K | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 0.00% | $30,548 | 578 | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $13,692 | 259 | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $11,965 | 221 | Q2 2026 |
| Investors Portfolio Services LLC$108M AUM | 0.00% | $2,220 | 42 | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $532,623 | 10.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $8M | 142.4K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.00% | $5,179 | 98 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $130,299 | 2.0K | Q4 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $10,875 | 166 | Q4 2025OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $9,761 | 149 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 19.4K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $16,965 | 321 | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $280,841 | 4.3K | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $37,048 | 701 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $38,158 | 722 | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $693,751 | 10.6K | Q4 2025OLDER |
| NFSG Corp$608M AUM | 0.00% | $9,724 | 184 | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $6,977 | 132 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $35,991 | 681 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $40,166 | 760 | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $16,278 | 308 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $29,986 | 569 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $22,831 | 432 | Q1 2026OLDER |
| Horizons Wealth Management$152M AUM | 0.00% | $2,114 | 40 | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $19,627 | 369 | Q2 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $36,943 | 699 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $9M | 134.4K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $227,516 | 3.5K | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $112,412 | 2.1K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $368,840 | 7.0K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $9M | 176.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $15M | 222.4K | Q1 2026OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.00% | $5,830 | 89 | Q4 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $4,863 | 92 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $430,992 | 8.2K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $12M | 230.1K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $529,081 | 10.0K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $1M | 22.3K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $4,228 | 80 | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $12,314 | 233 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $3M | 49.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7M | 136.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $725,287 | 13.7K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $64,847 | 1.2K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $26,266 | 497 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $250,456 | 4.7K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $100,698 | 1.9K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $2,537 | 48 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $218,112 | 4.1K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $771,980 | 14.6K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $7,717 | 146 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $1M | 19.6K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $6,551 | 100 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $308,750 | 5.8K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $869,964 | 16.5K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $7,456 | 140 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $107,896 | 2.1K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $312,396 | 5.9K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $57,289 | 1.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.