WISDOMTREE TR
CUSIP 97717W307
Wisdomtree Tr has 463 institutional holders in Filings Flow’s 13F database, together reporting 42.33M shares worth $3.7B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Pnc Financial Services Group, Inc., and Morgan Stanley.
Institutional Holders
463
Q1 2026
Reported Value
$3.7B
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 |
|---|---|---|---|---|
| Fox Financial, Inc$123M AUM | 22.85% | $28M | 313.4K | Q1 2026OLDER |
| Lee-Kelleher Wealth Management$168M AUM | 20.42% | $34M | 384.2K | Q1 2026OLDER |
| Waterway Wealth Management, LLC$452M AUM | 11.70% | $53M | 675.3K | Q1 2026OLDER |
| CLG LLC$403M AUM | 9.56% | $38M | 431.0K | Q1 2026OLDER |
| FIDELIS iM, LLC$264M AUM | 8.99% | $24M | 265.8K | Q1 2026OLDER |
| NerdWallet Wealth Partners, LLC$290M AUM | 8.76% | $25M | 263.9K | Q2 2026 |
| Fairway Wealth LLC$379M AUM | 6.20% | $23M | 262.9K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 5.81% | $9M | 105.7K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 4.47% | $115M | 1.20M | Q2 2026 |
| IAG Wealth Partners, LLC$896M AUM | 3.98% | $36M | 399.2K | Q1 2026OLDER |
| One Wealth Map LLC$213M AUM | 3.27% | $7M | 73.9K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 2.87% | $4M | 46.6K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 2.81% | $11M | 119.7K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 2.63% | $30M | 332.8K | Q1 2026OLDER |
| Avant Capital LLC$142M AUM | 2.37% | $3M | 37.8K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 2.19% | $120M | 1.35M | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 1.98% | $19M | 198.1K | Q2 2026 |
| Bristlecone Advisors, LLC$1.2B AUM | 1.65% | $20M | 227.0K | Q3 2025OLDER |
| MOLLER WEALTH PARTNERS$507M AUM | 1.62% | $8M | 92.1K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 1.61% | $11M | 122.3K | Q1 2026OLDER |
| Etesian Wealth Advisors, Inc.$313M AUM | 1.61% | $5M | 56.4K | Q1 2026OLDER |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 1.59% | $3M | 30.3K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 1.52% | $9M | 95.5K | Q1 2026OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 1.47% | $93M | 1.05M | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 1.35% | $6M | 62.3K | Q1 2026OLDER |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 1.35% | $2M | 28.2K | Q4 2025OLDER |
| United Advisor Group, LLC$811M AUM | 1.34% | $11M | 122.0K | Q1 2026OLDER |
| Meridian Financial Partners LLC$263M AUM | 1.27% | $3M | 37.2K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 1.27% | $17M | 192.4K | Q4 2025OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 1.25% | $1M | 14.5K | Q2 2026 |
| Team Financial Group, LLC$220M AUM | 0.91% | $2M | 22.5K | Q1 2026OLDER |
| Stenger Family Office, LLC$566M AUM | 0.80% | $5M | 50.6K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.80% | $87M | 976.3K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.77% | $7M | 77.9K | Q4 2025OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.76% | $5M | 61.4K | Q1 2026OLDER |
| Kondo Wealth Advisors, Inc.$266M AUM | 0.75% | $2M | 22.4K | Q1 2026OLDER |
| Harpswell Capital Advisors, LLC$134M AUM | 0.67% | $893,300 | 10.0K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.64% | $2M | 19.7K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.61% | $6M | 66.8K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.60% | $1M | 14.7K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.59% | $10M | 108.2K | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.56% | $6M | 62.7K | Q2 2026 |
| Tranquility Partners, LLC$265M AUM | 0.54% | $1M | 16.0K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.51% | $1M | 14.5K | Q2 2026 |
| Alta Wealth Advisors LLC$308M AUM | 0.51% | $2M | 17.4K | Q1 2026OLDER |
| BANTAMAC CAPITAL, LLC$186M AUM | 0.50% | $937,429 | 10.5K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.47% | $2M | 17.9K | Q1 2026OLDER |
| Post Resch Tallon Group Inc.$145M AUM | 0.47% | $682,427 | 7.1K | Q2 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.46% | $1M | 16.2K | Q1 2026OLDER |
| GSG Advisors LLC$385M AUM | 0.45% | $2M | 19.3K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.43% | $6M | 72.2K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.42% | $2M | 16.8K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.41% | $964,764 | 10.8K | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.40% | $3M | 28.5K | Q1 2026OLDER |
| Live Oak Investment Partners$169M AUM | 0.39% | $657,826 | 7.4K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.38% | $5M | 52.5K | Q1 2026OLDER |
| TigerOak Management, L.L.C.$317M AUM | 0.37% | $1M | 13.3K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.37% | $2M | 18.2K | Q1 2026OLDER |
| Nadler Financial Group, Inc.$1.0B AUM | 0.37% | $4M | 43.4K | Q1 2026OLDER |
| St. Clair Advisors, LLC$389M AUM | 0.36% | $1M | 14.6K | Q2 2026 |
| CRA Financial Services, LLC$770M AUM | 0.36% | $3M | 31.1K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.36% | $6M | 62.5K | Q1 2026OLDER |
| 626 Financial, LLC$224M AUM | 0.36% | $802,340 | 9.0K | Q1 2026OLDER |
| Oak Barrel Wealth Advisory LLC$167M AUM | 0.35% | $588,738 | 6.7K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.33% | $29M | 329.7K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.33% | $5M | 59.8K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.31% | $2M | 19.2K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.31% | $558,758 | 6.3K | Q1 2026OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 0.29% | $425,479 | 4.8K | Q1 2026OLDER |
| Wolfstich Capital, LLC$114M AUM | 0.29% | $328,049 | 3.7K | Q1 2026OLDER |
| Henderson Brothers Financial Partners, LLC$395M AUM | 0.26% | $1M | 11.6K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.26% | $231M | 2.59M | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 0.25% | $761,896 | 8.5K | Q1 2026OLDER |
| SpringVest Wealth Management LLC$146M AUM | 0.25% | $368,486 | 4.1K | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 0.25% | $2M | 21.6K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 0.24% | $954,580 | 10.7K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.24% | $1M | 11.7K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.24% | $8M | 93.7K | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.23% | $3M | 29.4K | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.23% | $570,292 | 6.4K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 0.23% | $1M | 13.6K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 0.23% | $555,543 | 6.2K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.23% | $2M | 17.7K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.23% | $968,337 | 10.8K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.22% | $2M | 20.3K | Q2 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.21% | $5M | 50.5K | Q1 2026OLDER |
| SMI Advisory Services, LLC$617M AUM | 0.21% | $1M | 13.6K | Q2 2026 |
| True Link Financial Advisors, LLC$1.6B AUM | 0.21% | $3M | 38.6K | Q1 2026OLDER |
| Code Waechter LLC$168M AUM | 0.21% | $357,320 | 4.0K | Q1 2026OLDER |
| Heritage Wealth Management, Inc./Texas$234M AUM | 0.20% | $477,740 | 5.3K | Q1 2026OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 0.20% | $1M | 14.0K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.19% | $5M | 58.8K | Q1 2026OLDER |
| PMG Wealth Management, Inc.$139M AUM | 0.19% | $267,990 | 3.0K | Q1 2026OLDER |
| Team Hewins, LLC$337M AUM | 0.19% | $636,745 | 7.1K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.19% | $328M | 3.67M | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.19% | $533,516 | 6.1K | Q4 2025OLDER |
| Powers Advisory Group, LLC$284M AUM | 0.19% | $530,024 | 5.9K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.18% | $11M | 126.1K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.18% | $1M | 13.6K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.18% | $321,141 | 3.6K | Q1 2026OLDER |
| Grandview Asset Management LLC$342M AUM | 0.17% | $594,611 | 6.7K | Q1 2026OLDER |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 0.17% | $542,680 | 6.1K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.17% | $4M | 42.3K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.16% | $1M | 16.6K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 0.16% | $243,425 | 2.7K | Q1 2026OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.16% | $2M | 21.0K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.16% | $238,154 | 2.7K | Q1 2026OLDER |
| Impact Capital Partners LLC$367M AUM | 0.15% | $561,931 | 5.8K | Q2 2026 |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.15% | $426,222 | 4.8K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.15% | $1M | 16.2K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.15% | $2M | 18.2K | Q1 2026OLDER |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.15% | $443,434 | 5.0K | Q1 2026OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.14% | $2M | 23.3K | Q1 2026OLDER |
| ZEVIN ASSET MANAGEMENT LLC$723M AUM | 0.14% | $1M | 11.3K | Q1 2026OLDER |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 0.14% | $720,577 | 7.5K | Q2 2026 |
| Sigma Planning Corp$3.6B AUM | 0.13% | $5M | 54.3K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.13% | $816,089 | 9.1K | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 0.13% | $641,687 | 7.2K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 0.13% | $903,484 | 10.1K | Q1 2026OLDER |
| Rodgers Brothers Inc.$866M AUM | 0.13% | $1M | 12.7K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.13% | $23M | 258.2K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.13% | $491,873 | 5.5K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.13% | $465,410 | 5.2K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.12% | $1M | 11.9K | Q1 2026OLDER |
| Pullen Investment Management, LLC$199M AUM | 0.12% | $243,156 | 2.7K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.12% | $5M | 58.7K | Q1 2026OLDER |
| Northern Capital Management, Inc.$199M AUM | 0.12% | $242,442 | 2.7K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.12% | $2M | 27.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.12% | $26M | 286.0K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.12% | $1M | 13.1K | Q1 2026OLDER |
| DIXON FNANCIAL SERVICES, INC.$223M AUM | 0.12% | $259,338 | 2.9K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.12% | $19M | 213.3K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.11% | $1M | 14.0K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.11% | $10M | 111.0K | Q1 2026OLDER |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 0.11% | $714,640 | 8.0K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.11% | $288,960 | 3.0K | Q2 2026 |
| Frankly Finances, LLC$110M AUM | 0.10% | $115,236 | 1.3K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.10% | $2M | 25.9K | Q1 2026OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.10% | $662,304 | 7.6K | Q3 2025OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.10% | $760,115 | 8.5K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.10% | $19M | 209.8K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.10% | $2M | 19.8K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.10% | $252,268 | 2.8K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.10% | $1M | 12.3K | Q1 2026OLDER |
| Marion Wealth Management$451M AUM | 0.10% | $443,702 | 5.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.10% | $90M | 1.01M | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.09% | $677,171 | 7.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.09% | $347M | 3.89M | Q1 2026OLDER |
| GEM Asset Management, LLC$227M AUM | 0.09% | $204,119 | 2.3K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 0.09% | $269,158 | 3.0K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.09% | $278,888 | 3.1K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.09% | $17M | 191.2K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.08% | $122M | 1.37M | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.08% | $22M | 243.0K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.08% | $236,350 | 2.6K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.08% | $1M | 15.4K | Q3 2025OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.08% | $427,452 | 4.9K | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.08% | $3M | 27.6K | Q2 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.08% | $1M | 11.3K | Q1 2026OLDER |
| LS Investment Advisors, LLC$668M AUM | 0.08% | $518,114 | 5.8K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.08% | $1M | 15.1K | Q1 2026OLDER |
| Rockport Wealth LLC$549M AUM | 0.07% | $410,025 | 4.6K | Q1 2026OLDER |
| Seven Springs Wealth Group, LLC$432M AUM | 0.07% | $321,588 | 3.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.07% | $53M | 595.3K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.07% | $222,389 | 2.5K | Q1 2026OLDER |
| Fusion Capital, LLC$371M AUM | 0.07% | $273,528 | 3.1K | Q1 2026OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 0.07% | $233,777 | 2.6K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.07% | $6M | 66.2K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.07% | $687,841 | 7.7K | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.07% | $487,563 | 5.5K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.07% | $1M | 14.4K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.07% | $265,639 | 3.0K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.07% | $46M | 511.9K | Q1 2026OLDER |
| Clarity Wealth Advisors, LLC$486M AUM | 0.06% | $314,715 | 3.5K | Q1 2026OLDER |
| Garrett Wealth Advisory Group, LLC$562M AUM | 0.06% | $354,490 | 4.0K | Q1 2026OLDER |
| Circle Wealth Management, LLC$7.0B AUM | 0.06% | $4M | 49.4K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.06% | $242,039 | 2.7K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.06% | $288,804 | 3.2K | Q1 2026OLDER |
| Stonebrook Private Inc.$470M AUM | 0.06% | $284,415 | 3.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.06% | $9M | 106.1K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.06% | $131,669 | 1.4K | Q2 2026 |
| Wedmont Private Capital$3.1B AUM | 0.06% | $2M | 19.6K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.06% | $2M | 27.3K | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.06% | $317,032 | 3.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.06% | $32M | 360.3K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.06% | $2M | 18.8K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.06% | $3M | 30.8K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 0.06% | $234,402 | 2.6K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.05% | $505,966 | 5.7K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.05% | $717,498 | 8.0K | Q1 2026OLDER |
| Wick Capital Partners, LLC$548M AUM | 0.05% | $293,092 | 3.3K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.05% | $234,492 | 2.6K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.05% | $2M | 25.3K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.05% | $2M | 17.3K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.05% | $590,157 | 6.6K | Q1 2026OLDER |
| COFG Advisors, LLC$404M AUM | 0.05% | $200,920 | 2.2K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 0.05% | $344,509 | 3.9K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.05% | $274,779 | 3.1K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.05% | $636,483 | 6.6K | Q2 2026 |
| Eagle Strategies LLC$837M AUM | 0.05% | $400,076 | 4.5K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.05% | $224,161 | 2.4K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.05% | $735,990 | 8.2K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.05% | $868,269 | 9.7K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.05% | $606,444 | 6.8K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.05% | $657,719 | 7.4K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.05% | $300,000 | 3.4K | Q4 2025OLDER |
| COMPASS CAPITAL MANAGEMENT, INC$1.7B AUM | 0.05% | $746,799 | 8.4K | Q1 2026OLDER |
| American Trust$1.1B AUM | 0.05% | $535,403 | 1.1K | Q4 2025OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.04% | $210,941 | 2.2K | Q2 2026 |
| MCF Advisors LLC$2.3B AUM | 0.04% | $1M | 11.5K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 0.04% | $666,048 | 7.5K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.04% | $226,129 | 2.5K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.04% | $226,898 | 2.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.04% | $171M | 1.92M | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.04% | $25M | 276.3K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.04% | $826,067 | 9.2K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.04% | $463,783 | 5.3K | Q3 2025OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.04% | $44,904 | 503 | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.04% | $968,068 | 10.8K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$959M AUM | 0.04% | $361,200 | 3.8K | Q2 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.04% | $420,578 | 4.7K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.04% | $1M | 15.5K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.04% | $289,482 | 3.3K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.04% | $852,659 | 9.5K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.03% | $346,284 | 3.6K | Q2 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.03% | $3M | 31.4K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.03% | $2M | 16.5K | Q2 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.03% | $12M | 131.3K | Q1 2026OLDER |
| TFO Wealth Partners, LLC$735M AUM | 0.03% | $242,620 | 2.7K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.03% | $862,467 | 9.7K | Q2 2026 |
| TEXAS CAPITAL BANCSHARES INC/TX$254M AUM | 0.03% | $83,114 | 955 | Q3 2025OLDER |
| Rodgers & Associates, LTD$982M AUM | 0.03% | $320,248 | 3.6K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.03% | $794,992 | 9.1K | Q3 2025OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.03% | $80,938 | 930 | Q3 2025OLDER |
| Quattro Advisors LLC$115M AUM | 0.03% | $39,755 | 451 | Q4 2025OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.03% | $265,489 | 3.0K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.03% | $6M | 64.6K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.03% | $1M | 11.3K | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.03% | $21M | 238.9K | Q1 2026OLDER |
| Berkshire Money Management, Inc.$976M AUM | 0.03% | $308,280 | 3.5K | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.03% | $274,995 | 3.2K | Q3 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.03% | $4M | 41.2K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.03% | $3M | 32.1K | Q1 2026OLDER |
| Inlight Wealth Management, LLC$270M AUM | 0.03% | $74,956 | 851 | Q4 2025OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.03% | $39,524 | 442 | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.03% | $68,963 | 772 | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.03% | $2M | 25.9K | Q3 2025OLDER |
| City State Bank$385M AUM | 0.03% | $99,156 | 1.1K | Q1 2026OLDER |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 0.03% | $497,836 | 5.6K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.03% | $356,294 | 4.0K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.02% | $277,594 | 2.9K | Q2 2026 |
| SPINNAKER TRUST$1.8B AUM | 0.02% | $444,844 | 5.0K | Q1 2026OLDER |
| St. Louis Trust Co$856M AUM | 0.02% | $210,819 | 2.4K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.02% | $230,115 | 2.6K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.02% | $434,793 | 4.9K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $1M | 14.0K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $480,506 | 5.4K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.02% | $203,672 | 2.3K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $5M | 53.8K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.02% | $132,120 | 1.5K | Q4 2025OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $429,409 | 4.8K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $1M | 14.2K | Q2 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.02% | $371,935 | 4.2K | Q4 2025OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.02% | $234,961 | 2.4K | Q2 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.02% | $279,603 | 3.1K | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.02% | $527,228 | 6.1K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $10M | 116.7K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.02% | $459,960 | 5.1K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.02% | $217,965 | 2.4K | Q1 2026OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.02% | $494,901 | 5.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 23.6K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.02% | $268,449 | 3.0K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.02% | $309,865 | 3.5K | Q4 2025OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.02% | $3M | 28.1K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.02% | $222,379 | 2.3K | Q2 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.02% | $627,007 | 7.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 13.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.02% | $5M | 53.2K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $17M | 194.5K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.02% | $23,762 | 266 | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $1M | 16.4K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.02% | $4M | 46.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $118M | 1.32M | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $993,076 | 11.3K | Q4 2025OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.02% | $420,744 | 4.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $66M | 734.8K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.02% | $234,938 | 2.6K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $539,595 | 6.0K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.02% | $203,225 | 2.3K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $3M | 38.3K | Q1 2026OLDER |
| Longview Financial Advisors LLC$184M AUM | 0.02% | $31,087 | 348 | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.02% | $454,154 | 5.1K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.02% | $764,486 | 8.6K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.02% | $72,357 | 810 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $53M | 595.1K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.02% | $98,531 | 1.1K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $687,536 | 7.7K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.02% | $16 | 185 | Q4 2025OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.02% | $645,316 | 7.4K | Q3 2025OLDER |
| Mason Investment Advisory Services, Inc.$2.2B AUM | 0.02% | $333,928 | 3.7K | Q1 2026OLDER |
| GM Advisory Group, LLC$2.6B AUM | 0.02% | $400,278 | 4.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $252M | 2.86M | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 0.02% | $383,354 | 4.0K | Q2 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.01% | $241,191 | 2.7K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.01% | $346,867 | 3.9K | Q2 2026 |
| GGM Financial LLC$217M AUM | 0.01% | $30,278 | 339 | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $1M | 12.6K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.01% | $841,602 | 9.4K | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.01% | $514,183 | 5.8K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $738,497 | 8.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $72M | 804.5K | Q2 2026 |
| Obermeyer Wealth Partners$2.2B AUM | 0.01% | $293,538 | 3.3K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $1M | 15.4K | Q3 2025OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.01% | $678,036 | 7.2K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.01% | $127,385 | 1.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $22M | 243.9K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $149,224 | 1.5K | Q2 2026 |
| Csenge Advisory Group$2.2B AUM | 0.01% | $284,427 | 3.2K | Q1 2026OLDER |
| Birch Hill Investment Advisors LLC$2.2B AUM | 0.01% | $285,856 | 3.2K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.01% | $19,466 | 218 | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.01% | $445,757 | 5.0K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $1M | 12.5K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $842,917 | 9.4K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.01% | $591,739 | 6.6K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.01% | $434,939 | 4.9K | Q4 2025OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.01% | $200,239 | 2.1K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $469,429 | 5.3K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $359,086 | 4.0K | Q1 2026OLDER |
| Performance Wealth Partners, LLC$3.4B AUM | 0.01% | $393,052 | 4.4K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $595,049 | 6.2K | Q2 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.01% | $12,184 | 140 | Q3 2025OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.01% | $292,556 | 3.3K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $329,628 | 3.7K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $570,640 | 6.4K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.01% | $3M | 31.3K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $2M | 17.7K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $258,447 | 2.9K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $777,404 | 8.7K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $300,327 | 3.4K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.01% | $153,737 | 1.7K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $427,628 | 4.9K | Q4 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $410,291 | 4.6K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.01% | $142,514 | 1.6K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 38.0K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $201,370 | 2.3K | Q4 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $210,439 | 2.4K | Q3 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $454,667 | 5.1K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.01% | $823,444 | 9.2K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $5M | 57.4K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.01% | $87,007 | 974 | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.01% | $273,652 | 3.1K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $244,293 | 2.8K | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $5M | 53.1K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $361,519 | 4.0K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $3M | 30.9K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $692,308 | 7.8K | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.01% | $420,744 | 4.7K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $6M | 68.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 11.5K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $289,519 | 3.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $108M | 1.21M | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $4M | 43.0K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $456,125 | 5.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $8M | 91.1K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.01% | $44,665 | 500 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $42M | 466.5K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $599,175 | 6.7K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $491,315 | 5.5K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $589,431 | 6.7K | Q4 2025OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.01% | $80,397 | 900 | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $541,072 | 6.1K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.01% | $303,543 | 3.4K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.01% | $371,434 | 4.2K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $299,278 | 3.4K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.01% | $172,317 | 1.8K | Q2 2026 |
| Haverford Trust Co$10.9B AUM | 0.01% | $696,953 | 7.8K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $852,895 | 9.5K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $628,059 | 7.0K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.01% | $342,697 | 3.9K | Q4 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.01% | $208,824 | 2.2K | Q2 2026 |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.01% | $215,796 | 2.5K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $453,669 | 5.1K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.01% | $26,173 | 293 | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $16,973 | 190 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 18.3K | Q2 2026 |
| Cerity Partners LLC$70.8B AUM | 0.01% | $4M | 46.5K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $234,778 | 2.6K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $245,658 | 2.8K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.01% | $397,161 | 4.4K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $148,718 | 1.5K | Q2 2026 |
| Midwest Trust Co$8.0B AUM | 0.01% | $429,588 | 4.8K | Q1 2026OLDER |
| Coastline Trust Co$1.0B AUM | 0.01% | $53,598 | 600 | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $322,306 | 3.6K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $267,988 | 3.0K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $7,146 | 80 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $797,092 | 8.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $190,898 | 2.1K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $35,732 | 400 | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $693,737 | 7.8K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $56,814 | 636 | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $235,208 | 2.6K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $27,935 | 297 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $32M | 360.7K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $60,834 | 681 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $167,762 | 1.9K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.00% | $211,354 | 2.4K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $468,521 | 5.2K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $432,893 | 4.8K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.00% | $833,827 | 9.4K | Q2 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $594,896 | 6.7K | Q1 2026OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.00% | $221,538 | 2.5K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $103,691 | 1.2K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $7,683 | 86 | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $405,095 | 4.5K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $8,933 | 100 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 27.8K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $39,305 | 440 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $118,809 | 1.3K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $26,263 | 294 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2M | 27.8K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 11.6K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $65,064 | 728 | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $774,045 | 8.7K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $23,941 | 268 | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.00% | $216,602 | 2.4K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $59,851 | 670 | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.00% | $4,439 | 51 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $16,259 | 182 | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $14,370 | 164 | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $296,930 | 3.3K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1M | 15.7K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $6,166 | 70 | Q4 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $68,159 | 763 | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $25,012 | 280 | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $15,275 | 171 | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $17,866 | 200 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $303,365 | 3.4K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $15,455 | 173 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $232,526 | 2.6K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $705,439 | 7.9K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $17,720 | 198 | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $4,467 | 50 | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $224,329 | 2.3K | Q2 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 25.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $16M | 187.4K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $79,272 | 900 | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $88,973 | 996 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $643,176 | 7.2K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 26.0K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $577,577 | 6.5K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $21,668 | 246 | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $1M | 11.4K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $511,569 | 5.8K | Q4 2025OLDER |
| Fiera Capital Corp$29.2B AUM | 0.00% | $222,700 | 2.5K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $518,829 | 5.8K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $755,732 | 8.5K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $44,115 | 458 | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $1M | 14.8K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $11,594 | 130 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $9,753 | 109 | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.00% | $1,429 | 16 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $107,196 | 1.2K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $1,072 | 12 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 24.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $231,687 | 2.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 24.0K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $76,516 | 857 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $71,532 | 801 | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $3,931 | 44 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $6,572 | 75 | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $682,640 | 7.6K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $3M | 37.7K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.00% | $870 | 10 | Q3 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $1M | 15.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $897,900 | 10.1K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $744,298 | 8.3K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $5,450 | 61 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $361,568 | 4.1K | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $24,565 | 275 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $7,650 | 86 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $161,226 | 1.8K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $52,944 | 593 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $151,861 | 1.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $2,853 | 32 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $150,610 | 1.7K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $320,873 | 3.6K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $794 | 9 | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $2M | 17.2K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $893 | 10 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $268 | 3 | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $220,443 | 2.5K | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $4 | 46 | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $893 | 10 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.