WISDOMTREE TR
CUSIP 97717W505
Wisdomtree Tr has 461 institutional holders in Filings Flow’s 13F database, together reporting 40.65M shares worth $2.1B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Ubs Group AG.
Institutional Holders
461
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 |
|---|---|---|---|---|
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 14.40% | $16M | 284.2K | Q2 2026 |
| Lee-Kelleher Wealth Management$168M AUM | 6.92% | $12M | 221.3K | Q1 2026OLDER |
| Roan Capital Partners$121M AUM | 5.14% | $6M | 109.7K | Q2 2026 |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 4.59% | $7M | 122.7K | Q2 2026 |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 3.82% | $6M | 123.7K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 3.69% | $83M | 1.58M | Q1 2026OLDER |
| Defined Financial Planning LLC$121M AUM | 3.52% | $4M | 81.6K | Q3 2025OLDER |
| Marion Wealth Management$451M AUM | 3.49% | $16M | 300.0K | Q1 2026OLDER |
| Harbour Wealth Management Group, Inc.$133M AUM | 3.28% | $4M | 82.9K | Q1 2026OLDER |
| Melone Private Wealth, LLC$263M AUM | 3.27% | $9M | 151.9K | Q2 2026 |
| IAG Wealth Partners, LLC$896M AUM | 2.94% | $26M | 500.7K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 2.67% | $5M | 91.8K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 2.43% | $12M | 231.2K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 1.97% | $4M | 79.6K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 1.70% | $22M | 396.8K | Q2 2026 |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 1.66% | $3M | 54.3K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 1.63% | $7M | 137.8K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 1.62% | $12M | 237.2K | Q1 2026OLDER |
| Concord Asset Management, LLC/VA$592M AUM | 1.54% | $9M | 172.9K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 1.25% | $2M | 38.8K | Q1 2026OLDER |
| Oxinas Partners, LLC$219M AUM | 1.16% | $3M | 48.1K | Q1 2026OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 1.13% | $6M | 115.8K | Q4 2025OLDER |
| JPL Wealth Management, LLC$435M AUM | 1.08% | $5M | 89.3K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 1.08% | $4M | 83.2K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 1.08% | $5M | 88.5K | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 1.05% | $8M | 145.6K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.92% | $8M | 161.7K | Q1 2026OLDER |
| Envision Financial LLC$186M AUM | 0.92% | $2M | 32.5K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.92% | $7M | 141.5K | Q1 2026OLDER |
| Powers Advisory Group, LLC$284M AUM | 0.88% | $2M | 47.4K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 0.84% | $3M | 49.6K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.83% | $2M | 35.5K | Q2 2026 |
| HF Advisory Group, LLC$323M AUM | 0.82% | $3M | 46.8K | Q2 2026 |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 0.79% | $2M | 37.2K | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 0.77% | $19M | 365.0K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.69% | $1M | 25.5K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.69% | $3M | 57.7K | Q1 2026OLDER |
| Anson Capital, Inc.$146M AUM | 0.64% | $940,059 | 17.9K | Q1 2026OLDER |
| Causey Wealth LLC$205M AUM | 0.61% | $1M | 24.0K | Q1 2026OLDER |
| Vines Capital Management, LLC$101M AUM | 0.60% | $608,045 | 11.6K | Q1 2026OLDER |
| Marathon Strategic Advisors, LLC$139M AUM | 0.59% | $819,099 | 15.6K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.55% | $1M | 21.8K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.54% | $5M | 82.9K | Q2 2026 |
| IMS Capital Management$217M AUM | 0.54% | $1M | 22.2K | Q3 2025OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.53% | $972,216 | 18.5K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.52% | $1M | 27.5K | Q1 2026OLDER |
| FINANCIAL ADVISORY PARTNERS, LLC$354M AUM | 0.52% | $2M | 35.1K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.52% | $3M | 54.7K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.50% | $993,234 | 18.7K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 0.50% | $2M | 43.0K | Q2 2026 |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.50% | $3M | 55.4K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.49% | $5M | 86.9K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.48% | $8M | 147.8K | Q2 2026 |
| Private Capital Management, LLC$1.0B AUM | 0.48% | $5M | 92.2K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.47% | $2M | 43.1K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.47% | $5M | 86.0K | Q1 2026OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 0.46% | $789,218 | 15.0K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.46% | $893,908 | 17.0K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.45% | $4M | 85.0K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.43% | $3M | 65.1K | Q1 2026OLDER |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.43% | $980,911 | 0 | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 0.42% | $501,494 | 9.5K | Q2 2026 |
| Collaborative Wealth Managment Inc.$218M AUM | 0.42% | $910,554 | 17.3K | Q1 2026OLDER |
| FIRST HAWAIIAN BANK$715M AUM | 0.41% | $3M | 55.9K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.38% | $12M | 231.2K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.38% | $8M | 142.8K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 0.34% | $1M | 19.6K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.34% | $753,665 | 14.3K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.34% | $1M | 24.8K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.34% | $12M | 233.1K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.32% | $12M | 236.4K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 0.32% | $2M | 41.7K | Q1 2026OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.32% | $935,434 | 17.8K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 0.32% | $901,993 | 16.0K | Q2 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.31% | $4M | 81.2K | Q4 2025OLDER |
| Reliant Investment Partners, LLC$121M AUM | 0.31% | $376,449 | 7.2K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.31% | $3M | 56.8K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.30% | $24M | 466.0K | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 0.30% | $593,597 | 11.3K | Q1 2026OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 0.29% | $428,779 | 8.2K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.29% | $2M | 31.5K | Q4 2025OLDER |
| Southland Equity Partners LLC$513M AUM | 0.28% | $1M | 27.8K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.28% | $5M | 94.4K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 0.27% | $2M | 31.7K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.27% | $3M | 49.3K | Q1 2026OLDER |
| NewCorp Financial Services, Inc.$115M AUM | 0.26% | $304,430 | 5.8K | Q1 2026OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 0.26% | $842,443 | 16.0K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 0.26% | $387,167 | 7.4K | Q1 2026OLDER |
| HANOVER ADVISORS INC$246M AUM | 0.25% | $623,683 | 11.9K | Q1 2026OLDER |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 0.24% | $2M | 34.5K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.24% | $13M | 241.9K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.24% | $8M | 150.4K | Q2 2026 |
| Coquina Private Wealth LLC$124M AUM | 0.23% | $292,109 | 5.6K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.23% | $4M | 66.7K | Q1 2026OLDER |
| New Insight Wealth Advisors$279M AUM | 0.22% | $625,384 | 11.9K | Q1 2026OLDER |
| Friday Financial$373M AUM | 0.22% | $813,215 | 14.3K | Q2 2026 |
| SouthState Bank Corp$2.1B AUM | 0.21% | $5M | 87.4K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.21% | $3M | 48.4K | Q1 2026OLDER |
| Great Diamond Partners, LLC$520M AUM | 0.21% | $1M | 20.8K | Q3 2025OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 0.21% | $235,011 | 4.5K | Q1 2026OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 0.21% | $2M | 30.8K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.21% | $12M | 221.4K | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.20% | $498,223 | 9.5K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.20% | $1M | 24.4K | Q1 2026OLDER |
| Winter & Associates, Inc.$133M AUM | 0.20% | $230,566 | 4.3K | Q1 2026OLDER |
| Rodgers & Associates, LTD$982M AUM | 0.20% | $2M | 37.3K | Q3 2025OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.20% | $2M | 30.9K | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 0.19% | $1M | 28.3K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.19% | $927,837 | 17.6K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.19% | $714,420 | 13.8K | Q3 2025OLDER |
| Seek First Inc.$142M AUM | 0.18% | $261,621 | 5.0K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.18% | $534,962 | 10.2K | Q1 2026OLDER |
| WEST BANCORPORATION INC$200M AUM | 0.18% | $369,409 | 7.0K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.18% | $2M | 38.9K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 0.17% | $906,368 | 17.3K | Q1 2026OLDER |
| Redmond Asset Management, LLC$366M AUM | 0.17% | $611,566 | 11.6K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 0.16% | $327,660 | 6.3K | Q4 2025OLDER |
| Mallini Complete Financial Planning LLC$140M AUM | 0.16% | $221,275 | 3.9K | Q2 2026 |
| Northern Financial Advisors Inc$137M AUM | 0.16% | $216,374 | 4.1K | Q1 2026OLDER |
| Panoramic Capital Partners, LLC$162M AUM | 0.16% | $252,192 | 4.8K | Q1 2026OLDER |
| Sun Financial Inc$200M AUM | 0.15% | $308,145 | 5.6K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.15% | $4M | 83.2K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.15% | $842,000 | 16.0K | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 0.15% | $616,941 | 11.7K | Q1 2026OLDER |
| Avant Capital LLC$142M AUM | 0.15% | $206,428 | 3.9K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.14% | $1M | 24.7K | Q1 2026OLDER |
| SOUTHERN MICHIGAN BANK & TRUST$261M AUM | 0.14% | $374,505 | 7.1K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 0.14% | $223,132 | 3.9K | Q2 2026 |
| CPC Advisors, LLC$617M AUM | 0.14% | $843,313 | 16.1K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.13% | $411,228 | 7.8K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.13% | $2M | 29.3K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.13% | $2M | 33.4K | Q2 2026 |
| Pasadena Private Wealth, LLC$723M AUM | 0.13% | $948,715 | 18.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.13% | $4M | 77.1K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.13% | $372,400 | 7.1K | Q1 2026OLDER |
| New Hampshire Trust$496M AUM | 0.13% | $620,235 | 11.8K | Q1 2026OLDER |
| Berkeley, Inc$298M AUM | 0.12% | $365,941 | 7.0K | Q1 2026OLDER |
| Cottage Street Advisors LLC$231M AUM | 0.12% | $279,844 | 5.3K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.12% | $164,398 | 3.1K | Q1 2026OLDER |
| Daviman Financial, LLC$169M AUM | 0.12% | $201,704 | 3.9K | Q4 2025OLDER |
| MWA Asset Management$183M AUM | 0.11% | $202,814 | 3.9K | Q1 2026OLDER |
| BANTAMAC CAPITAL, LLC$186M AUM | 0.11% | $204,906 | 3.9K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.11% | $163,294 | 3.1K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.11% | $232,174 | 4.4K | Q1 2026OLDER |
| Weinberger Asset Management, Inc$267M AUM | 0.11% | $284,380 | 5.4K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 0.10% | $237,386 | 4.6K | Q2 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.10% | $19M | 357.6K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.10% | $19M | 358.4K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.10% | $454,629 | 8.7K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 0.10% | $216,200 | 4.1K | Q1 2026OLDER |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 0.10% | $2M | 37.1K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.10% | $27M | 512.4K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.10% | $17M | 328.9K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.10% | $385,357 | 7.3K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.10% | $2M | 38.8K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.10% | $937,733 | 17.8K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.10% | $1M | 21.8K | Q3 2025OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.09% | $1M | 28.2K | Q1 2026OLDER |
| Ironwood Investment Counsel, LLC$694M AUM | 0.09% | $647,950 | 12.3K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.09% | $477,200 | 9.1K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.09% | $240,573 | 4.6K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 0.09% | $102,400 | 1.9K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.09% | $2M | 38.1K | Q1 2026OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 0.09% | $210,044 | 4.0K | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.09% | $6M | 116.4K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.09% | $796,571 | 15.0K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.08% | $2M | 39.3K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.08% | $9M | 167.6K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.08% | $1M | 25.2K | Q4 2025OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.07% | $203,382 | 3.9K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.07% | $6M | 123.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.07% | $19M | 364.8K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.07% | $746,533 | 14.2K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.07% | $958,048 | 18.2K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.07% | $6M | 110.4K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.07% | $4M | 68.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.07% | $868,599 | 16.5K | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.06% | $2M | 39.7K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.06% | $3M | 59.3K | Q2 2026 |
| Key FInancial Inc$562M AUM | 0.06% | $356,717 | 6.8K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.06% | $1M | 21.0K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 0.06% | $133,977 | 2.5K | Q1 2026OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 0.06% | $1M | 19.3K | Q1 2026OLDER |
| Wick Capital Partners, LLC$548M AUM | 0.06% | $339,829 | 6.5K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.06% | $188,934 | 3.6K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 0.06% | $226,930 | 4.3K | Q3 2025OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.06% | $254,057 | 4.8K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.06% | $753,732 | 14.3K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.06% | $2M | 31.6K | Q1 2026OLDER |
| Rooted Wealth Advisors, Inc.$379M AUM | 0.06% | $211,826 | 3.8K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.06% | $339,829 | 6.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.06% | $37M | 712.9K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.06% | $1M | 21.7K | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.05% | $80M | 1.52M | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.05% | $5M | 101.8K | Q1 2026OLDER |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 0.05% | $367,780 | 7.0K | Q1 2026OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 0.05% | $306,781 | 5.8K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.05% | $220,668 | 4.2K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.05% | $1M | 24.9K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.05% | $732,433 | 13.9K | Q2 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.05% | $442,242 | 8.4K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 0.05% | $712,127 | 13.6K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.05% | $248,357 | 4.7K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.05% | $444,699 | 8.5K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.05% | $4M | 72.1K | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.05% | $175,904 | 3.3K | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 0.05% | $465,664 | 8.9K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.05% | $681,736 | 13.0K | Q1 2026OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 0.05% | $218,823 | 4.2K | Q3 2025OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.05% | $2M | 31.8K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.05% | $209,828 | 4.0K | Q3 2025OLDER |
| Marble Wealth, LLC$571M AUM | 0.05% | $260,631 | 5.0K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.05% | $646,400 | 12.3K | Q1 2026OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.04% | $650,231 | 12.4K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.04% | $249,775 | 4.8K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.04% | $675,454 | 12.9K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.04% | $3M | 49.7K | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.04% | $167,752 | 3.3K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.04% | $86M | 1.66M | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.04% | $982,813 | 18.7K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.04% | $13M | 253.8K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.04% | $2M | 32.6K | Q1 2026OLDER |
| Rockport Wealth LLC$549M AUM | 0.04% | $215,151 | 4.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.04% | $6M | 117.9K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.04% | $288,900 | 5.5K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6.8B AUM | 0.04% | $3M | 50.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $27M | 520.4K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.04% | $264,671 | 5.0K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.04% | $6M | 118.7K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.04% | $1M | 26.3K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.04% | $648,550 | 12.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $2M | 44.4K | Q1 2026OLDER |
| RAM Investment Partners, LLC$569M AUM | 0.04% | $202,332 | 3.9K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.03% | $551,040 | 10.5K | Q1 2026OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.03% | $949,135 | 18.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.03% | $2M | 38.9K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.03% | $3M | 58.8K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.03% | $2M | 43.0K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.03% | $2M | 32.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $21M | 405.7K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.03% | $31 | 600 | Q4 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.03% | $726,263 | 13.8K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.03% | $977,816 | 17.3K | Q2 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.03% | $19M | 354.4K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.03% | $400,015 | 7.6K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.03% | $252,512 | 4.8K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.03% | $63,201 | 1.2K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.03% | $1M | 23.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $313,191 | 6.0K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.03% | $528,027 | 10.1K | Q1 2026OLDER |
| Hoese & Co LLP$135M AUM | 0.03% | $37,250 | 709 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.03% | $711,834 | 13.5K | Q2 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 0.03% | $495,569 | 9.4K | Q1 2026OLDER |
| Boston Common Asset Management, LLC$1.7B AUM | 0.03% | $438,600 | 8.5K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.03% | $413,855 | 8.0K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.03% | $534,033 | 9.4K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $25M | 466.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $97M | 1.85M | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.03% | $411,126 | 7.8K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.03% | $14M | 275.0K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $756,205 | 14.4K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 0.03% | $321,504 | 6.1K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.02% | $300,372 | 5.7K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.02% | $312,231 | 5.9K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.02% | $3M | 51.4K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $489,918 | 9.3K | Q1 2026OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.02% | $242,520 | 4.7K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.02% | $25,534 | 486 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $4M | 79.4K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.02% | $699,920 | 13.3K | Q1 2026OLDER |
| SFAM, LLC$108M AUM | 0.02% | $23,015 | 438 | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.02% | $3M | 65.7K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.02% | $2M | 28.6K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.02% | $1M | 23.4K | Q2 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $289,211 | 5.5K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.02% | $447,365 | 8.5K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.02% | $55,167 | 1.1K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.02% | $32,246 | 614 | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.02% | $235,350 | 4.5K | Q3 2025OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $323,079 | 6.1K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 0.02% | $231,584 | 4.4K | Q3 2025OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.02% | $336,623 | 6.0K | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $244M | 4.65M | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.02% | $75,657 | 1.4K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.02% | $240,843 | 4.6K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.02% | $318,882 | 6.1K | Q1 2026OLDER |
| Frankly Finances, LLC$110M AUM | 0.02% | $19,019 | 362 | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.02% | $52,540 | 1.0K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.02% | $2M | 41.3K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.02% | $48,753 | 928 | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.02% | $594,485 | 11.3K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $375,359 | 7.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $16M | 295.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $71M | 1.35M | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 57.5K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 31.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $53M | 1.00M | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.02% | $53,854 | 1.0K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.02% | $5M | 99.0K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $14M | 263.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $99M | 1.88M | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $16M | 304.4K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $274,880 | 5.2K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.01% | $18,049 | 319 | Q2 2026 |
| Colonial Trust Co / SC$735M AUM | 0.01% | $103,859 | 2.0K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 0.01% | $52,908 | 1.0K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $1M | 21.7K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.01% | $243,032 | 4.6K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.01% | $22,382 | 426 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $7M | 124.7K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.01% | $1M | 25.2K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.01% | $23,643 | 450 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $2M | 31.1K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.01% | $392,717 | 7.5K | Q1 2026OLDER |
| COMPASS CAPITAL MANAGEMENT, INC$1.7B AUM | 0.01% | $210,160 | 4.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $546,042 | 10.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $5M | 86.3K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $3M | 48.3K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.01% | $191,508 | 3.6K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $134,862 | 2.4K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $677,531 | 13.1K | Q4 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $85,527 | 1.6K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.01% | $200,259 | 3.9K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $3M | 47.8K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.01% | $538,588 | 10.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $10M | 183.2K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 42.5K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $1M | 26.8K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $858,953 | 16.3K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.01% | $24,417 | 432 | Q2 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $103,399 | 2.0K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $246,283 | 4.7K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $806,449 | 15.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $53M | 1.00M | Q2 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 0.01% | $222,641 | 4.3K | Q3 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.01% | $271,172 | 5.5K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.01% | $74,502 | 1.4K | Q1 2026OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.01% | $725,453 | 13.9K | Q3 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $329,539 | 6.3K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.01% | $193,295 | 3.7K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $285,283 | 5.4K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 21.7K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.01% | $561,337 | 10.7K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.01% | $78,810 | 1.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $3M | 58.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $362,631 | 6.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $12M | 226.9K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $305,712 | 5.8K | Q3 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $1M | 28.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $123M | 2.37M | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.01% | $428,411 | 8.2K | Q1 2026OLDER |
| Perkins Coie Trust Co$603M AUM | 0.01% | $41,824 | 740 | Q2 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $403,393 | 7.6K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $291,177 | 5.5K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $4M | 73.2K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $871,449 | 16.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $385,663 | 7.3K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $384,183 | 7.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 23.1K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.01% | $12,347 | 235 | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 0.01% | $47,286 | 900 | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $431,931 | 8.2K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $543,743 | 10.3K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $193,386 | 3.4K | Q2 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.01% | $687,529 | 13.1K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.01% | $16,340 | 311 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $1M | 26.1K | Q4 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $230,073 | 4.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $28M | 526.2K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $293,524 | 5.6K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $138,345 | 2.6K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.00% | $12,637 | 241 | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $370,862 | 7.1K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $3M | 59.5K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.00% | $259,075 | 4.9K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $675,034 | 12.8K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.00% | $215,265 | 4.1K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $234,853 | 4.5K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $56,795 | 1.1K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.00% | $11,611 | 222 | Q3 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $206,616 | 4.0K | Q3 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $865,860 | 16.5K | Q1 2026OLDER |
| RHL GROUP, LLC$117M AUM | 0.00% | $4,693 | 89 | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.00% | $200,493 | 3.8K | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.00% | $27,719 | 530 | Q3 2025OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.00% | $12,452 | 237 | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $268,479 | 5.1K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $11,426 | 218 | Q3 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $157,620 | 3.0K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $300,592 | 5.7K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $51,008 | 975 | Q3 2025OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $428,635 | 8.2K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $3,730 | 71 | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $34,151 | 650 | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $29,003 | 552 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $62,943 | 1.2K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $95,097 | 1.8K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 29.0K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.00% | $26,060 | 496 | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $1M | 25.6K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $666,423 | 12.7K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $231,735 | 4.4K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $224,330 | 4.3K | Q3 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $230,073 | 4.4K | Q1 2026OLDER |
| Inlight Wealth Management, LLC$270M AUM | 0.00% | $6,966 | 135 | Q4 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $12,452 | 237 | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $30,960 | 600 | Q4 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $221,048 | 4.3K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 31.2K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $79,073 | 1.5K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $27,636 | 526 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 22.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $551,619 | 10.5K | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $147,007 | 2.8K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $27,390 | 519 | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $1,858 | 36 | Q4 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $12,505 | 238 | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $5,184 | 99 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $58,728 | 1.1K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.00% | $1,591 | 34 | Q2 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $8M | 157.0K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $24,904 | 474 | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $417,010 | 7.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 101.2K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $44,922 | 855 | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $7,224 | 137 | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.00% | $2,087 | 40 | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.00% | $4,592 | 89 | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $216,255 | 4.1K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $78,390 | 1.5K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $1,786 | 34 | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $3,870 | 75 | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $715,866 | 13.6K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $18,860 | 359 | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $25,434 | 450 | Q2 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $236,483 | 4.5K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $14M | 263.2K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $13,598 | 260 | Q3 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $258,129 | 4.9K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $10,824 | 206 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $19,461 | 377 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $74,545 | 1.4K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $3,363 | 64 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $55,328 | 1.1K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $2,733 | 52 | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $243,404 | 4.7K | Q3 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $21,534 | 381 | Q2 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $324,712 | 6.3K | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $4,962 | 95 | Q3 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $3,920 | 71 | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $274,206 | 5.2K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $4,490 | 87 | Q4 2025OLDER |
| Front Row Advisors LLC$296M AUM | 0.00% | $1,103 | 21 | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.00% | $1,569 | 30 | Q3 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $266,882 | 5.1K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.00% | $1,187 | 23 | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $3M | 48.3K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 35.1K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $362,526 | 6.9K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $394,522 | 7.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 47.5K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $634,486 | 12.1K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $20,295 | 393 | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $564,385 | 10.7K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $202,437 | 3.9K | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $1,412 | 25 | Q2 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $1,103 | 21 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $241,369 | 4.6K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $9,082 | 176 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $751,637 | 14.3K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $558,185 | 10.6K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $365,836 | 7.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $184,626 | 3.5K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $2M | 37.9K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $7,093 | 135 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $816,209 | 15.5K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $2,575 | 49 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $473 | 9 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $18,450 | 351 | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $155 | 3 | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $413,385 | 7.9K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $63,048 | 1.2K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $22,750 | 433 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $785 | 15 | Q3 2025OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $157 | 3 | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $35,659 | 679 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $580 | 11 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $1,419 | 27 | Q1 2026OLDER |
| Provident Wealth Management, LLC$331M AUM | 0.00% | $53 | 1 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $889,712 | 16.9K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $41 | 1 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $158 | 3 | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $34 | 1 | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $155 | 3 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.