BSCQINVESCO EXCH TRD SLF IDX FD
CUSIP 46138J791 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exch Trd Slf Idx Fd (BSCQ) has 402 institutional holders in Filings Flow’s 13F database, together reporting 166.55M shares worth $3.2B as of Q1 2026. The largest reported holders are Lido Advisors, LLC, Lpl Financial LLC, and Morgan Stanley.
Institutional Holders
402
Q1 2026
Reported Value
$3.2B
Ticker
BSCQ
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| St. Louis Financial Planners Asset Management, LLC$188M AUM | 7.75% | $14M | 699.7K | Q1 2026 |
| IFS Advisors, LLC$194M AUM | 7.64% | $15M | 759.2K | Q1 2026 |
| Hudson Capital Management LLC$387M AUM | 6.63% | $26M | 1.31M | Q1 2026 |
| WLTH Capital Management, LLC$156M AUM | 6.51% | $8M | 425.0K | Q1 2026 |
| TLWM$615M AUM | 5.99% | $33M | 1.70M | Q1 2026 |
| Ironwood Wealth Management, LLC.$349M AUM | 5.96% | $21M | 1.06M | Q1 2026 |
| Ark Wealth Advisors LLC$101M AUM | 4.86% | $5M | 251.4K | Q1 2026 |
| Farnam Financial LLC$122M AUM | 4.66% | $6M | 289.9K | Q1 2026 |
| Summit Investment Advisory Services, LLC$269M AUM | 4.16% | $5M | 250.9K | Q2 2025OLDER |
| SUMMIT INVESTMENT ADVISORS, INC.$121M AUM | 4.07% | $5M | 252.7K | Q2 2025OLDER |
| Goepper Burkhardt LLC$299M AUM | 4.00% | $12M | 612.9K | Q1 2026 |
| Sound Stewardship, LLC$218M AUM | 3.86% | $8M | 431.2K | Q1 2026 |
| NorthAvenue LLC$126M AUM | 3.83% | $5M | 247.0K | Q1 2026 |
| Meriwether Wealth & Planning, LLC$202M AUM | 3.78% | $7M | 352.9K | Q1 2026 |
| KIRR MARBACH & CO LLC /IN/$549M AUM | 3.64% | $20M | 1.02M | Q1 2026 |
| Ledgewood Wealth Advisors, LLC$188M AUM | 3.63% | $6M | 330.5K | Q1 2026 |
| Red Spruce Capital, LLC$287M AUM | 3.41% | $8M | 425.6K | Q1 2026 |
| Fusion Family Wealth, LLC$1.3B AUM | 3.39% | $45M | 2.33M | Q1 2026 |
| Infinity Wealth Counsel, LLC$124M AUM | 3.21% | $3M | 179.0K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 3.20% | $1.0B | 53.57M | Q1 2026 |
| Livet Wealth, LLC$157M AUM | 2.89% | $5M | 233.2K | Q1 2026 |
| Hills Bank & Trust Co$2.1B AUM | 2.76% | $57M | 2.92M | Q1 2026 |
| Horizons Wealth Management$152M AUM | 2.74% | $4M | 214.2K | Q1 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM | 2.62% | $5M | 255.5K | Q1 2026 |
| SNS Financial Group, LLC$1.2B AUM | 2.53% | $29M | 1.50M | Q1 2026 |
| Straight Path Wealth Management$374M AUM | 2.52% | $9M | 482.7K | Q1 2026 |
| Coastline Complete Wealth LLC$161M AUM | 2.47% | $4M | 200.7K | Q4 2025OLDER |
| EVEXIA WEALTH LLC$364M AUM | 2.40% | $9M | 446.4K | Q1 2026 |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 2.38% | $6M | 289.7K | Q1 2026 |
| Carroll Advisory Group, LLC$258M AUM | 2.34% | $6M | 308.7K | Q1 2026 |
| BCS Wealth Management$490M AUM | 2.12% | $10M | 532.8K | Q1 2026 |
| FCA CORP /TX$354M AUM | 2.12% | $8M | 384.4K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 2.06% | $27M | 1.36M | Q1 2026 |
| Carmel Capital Partners, LLC$277M AUM | 2.06% | $6M | 300.7K | Q2 2025OLDER |
| Pacific Wealth Strategies Group, Inc.$174M AUM | 2.04% | $3M | 167.2K | Q1 2026 |
| Kaye Capital Management$260M AUM | 1.96% | $5M | 261.3K | Q2 2025OLDER |
| Clark Asset Management, LLC$1.3B AUM | 1.93% | $21M | 1.05M | Q1 2026 |
| TFR Capital, LLC.$326M AUM | 1.92% | $6M | 319.9K | Q1 2026 |
| Lantz Financial LLC$546M AUM | 1.92% | $9M | 474.5K | Q1 2026 |
| Wagner Wealth Management, Corp$111M AUM | 1.90% | $2M | 108.2K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 1.86% | $27M | 1.36M | Q1 2026 |
| Oder Investment Management, LLC$130M AUM | 1.68% | $2M | 112.3K | Q1 2026 |
| Opulen Financial Group LLC$142M AUM | 1.65% | $2M | 120.3K | Q1 2026 |
| Matthew Goff Investment Advisor, LLC$593M AUM | 1.60% | $9M | 461.9K | Q4 2025OLDER |
| Cornerstone Planning, LLC$443M AUM | 1.59% | $7M | 359.5K | Q1 2026 |
| SEMITAM BONAM LLC$122M AUM | 1.55% | $2M | 97.4K | Q1 2026 |
| Sunbeam Capital Management, LLC$175M AUM | 1.55% | $3M | 138.3K | Q1 2026 |
| Tenon Financial LLC$255M AUM | 1.50% | $4M | 194.9K | Q1 2026 |
| KICKSTAND VENTURES, LLC.$475M AUM | 1.46% | $7M | 354.9K | Q1 2026 |
| SHUFRO ROSE & CO LLC$1.5B AUM | 1.36% | $20M | 1.02M | Q1 2026 |
| Genesis Wealth Advisors, LLC$150M AUM | 1.32% | $2M | 101.0K | Q1 2026 |
| Redwood Financial Network Corp$153M AUM | 1.30% | $2M | 101.5K | Q1 2026 |
| Sidoxia Capital Management, LLC$116M AUM | 1.27% | $1M | 75.3K | Q1 2026 |
| CVFG LLC$804M AUM | 1.27% | $10M | 521.1K | Q1 2026 |
| Ironwood Financial, llc$573M AUM | 1.24% | $7M | 364.2K | Q1 2026 |
| Paradiem, LLC$454M AUM | 1.22% | $6M | 282.6K | Q1 2026 |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 1.22% | $7M | 337.5K | Q1 2026 |
| AMJ Financial Wealth Management$424M AUM | 1.20% | $5M | 258.3K | Q4 2025OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 1.11% | $4M | 197.7K | Q1 2026 |
| CONTINUUM WEALTH ADVISORS, LLC$241M AUM | 1.09% | $3M | 134.9K | Q1 2026 |
| Gambit Capital Management, LLC$145M AUM | 1.09% | $2M | 81.2K | Q1 2026 |
| Opus Financial Solutions LLC$106M AUM | 1.06% | $1M | 57.7K | Q1 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 0.99% | $2M | 121.3K | Q1 2026 |
| ArborFi Advisors, LLC$122M AUM | 0.99% | $1M | 62.2K | Q1 2026 |
| S.E.E.D. Planning Group LLC$344M AUM | 0.99% | $3M | 176.6K | Q4 2025OLDER |
| Marietta Wealth Management, LLC$841M AUM | 0.89% | $8M | 385.2K | Q1 2026 |
| AA Financial Advisors, LLC$710M AUM | 0.85% | $6M | 309.4K | Q1 2026 |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.81% | $3M | 157.9K | Q1 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.80% | $9M | 468.8K | Q1 2026 |
| Masso Torrence Wealth Management Inc.$240M AUM | 0.79% | $2M | 96.5K | Q3 2025OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.77% | $6M | 302.6K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.75% | $15M | 771.7K | Q1 2026 |
| Ballew Advisors, Inc$194M AUM | 0.75% | $1M | 68.1K | Q1 2026 |
| Legacy Private Trust Co.$1.6B AUM | 0.74% | $12M | 619.0K | Q1 2026 |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.74% | $1M | 71.0K | Q1 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.72% | $7M | 348.4K | Q1 2026 |
| True Vision MN LLC$194M AUM | 0.71% | $1M | 70.3K | Q1 2026 |
| Old Port Advisors$434M AUM | 0.71% | $3M | 156.8K | Q1 2026 |
| Ellevest, Inc.$719M AUM | 0.64% | $5M | 234.0K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.63% | $3M | 147.0K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.62% | $3M | 177.4K | Q1 2026 |
| Souders Financial Advisors$876M AUM | 0.62% | $5M | 276.0K | Q1 2026 |
| CRA Financial Services, LLC$770M AUM | 0.60% | $5M | 237.2K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.59% | $3M | 144.2K | Q1 2026 |
| Kessler Investment Group, LLC$234M AUM | 0.56% | $1M | 60.4K | Q1 2026 |
| NewCorp Financial Services, Inc.$115M AUM | 0.55% | $632,080 | 32.4K | Q1 2026 |
| SFE Investment Counsel$635M AUM | 0.54% | $3M | 176.8K | Q1 2026 |
| Redmond Asset Management, LLC$366M AUM | 0.54% | $2M | 101.9K | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.52% | $4M | 196.0K | Q1 2026 |
| JM2 Capital Inc.$121M AUM | 0.52% | $624,684 | 32.0K | Q1 2026 |
| Colonial Trust Advisors$1.3B AUM | 0.50% | $6M | 327.9K | Q1 2026 |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.50% | $2M | 92.8K | Q1 2026 |
| Financial Life Planners$130M AUM | 0.49% | $645,684 | 33.1K | Q1 2026 |
| HANOVER ADVISORS INC$246M AUM | 0.49% | $1M | 61.1K | Q1 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH$411M AUM | 0.47% | $2M | 99.7K | Q1 2026 |
| Coordinated Financial Services, Inc.$174M AUM | 0.47% | $811,163 | 41.5K | Q1 2026 |
| EVERPAR ADVISORS LLC$352M AUM | 0.46% | $1M | 69.1K | Q1 2026 |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.45% | $687,259 | 35.2K | Q1 2026 |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 0.44% | $5M | 279.0K | Q4 2025OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.43% | $10M | 533.7K | Q3 2025OLDER |
| 4Thought Financial Group Inc.$202M AUM | 0.43% | $864,416 | 44.3K | Q1 2026 |
| First City Capital Management, Inc.$189M AUM | 0.42% | $801,140 | 41.0K | Q1 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.40% | $695,966 | 35.6K | Q1 2026 |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.40% | $1M | 59.5K | Q1 2026 |
| Vantage Point Financial LLC$285M AUM | 0.39% | $1M | 57.6K | Q1 2026 |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.39% | $574,760 | 29.4K | Q1 2026 |
| MORTON COMMUNITY BANK$460M AUM | 0.38% | $2M | 89.8K | Q1 2026 |
| Newport Capital Group, LLC$164M AUM | 0.37% | $609,220 | 31.2K | Q1 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 0.37% | $4M | 200.4K | Q1 2026 |
| YANKCOM Partnership$243M AUM | 0.37% | $899,673 | 46.1K | Q1 2026 |
| Signature Resources Capital Management, LLC$211M AUM | 0.37% | $778,095 | 39.8K | Q1 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 0.37% | $1M | 71.6K | Q1 2026 |
| DAVIS R M INC$5.6B AUM | 0.36% | $20M | 1.04M | Q1 2026 |
| GS Investments, Inc.$175M AUM | 0.34% | $597,911 | 30.6K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.34% | $30M | 1.53M | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.34% | $5M | 237.5K | Q1 2026 |
| Western Financial Corp/CA$255M AUM | 0.33% | $847,755 | 43.4K | Q1 2026 |
| Apeiron RIA LLC$431M AUM | 0.30% | $1M | 66.2K | Q1 2026 |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.30% | $3M | 154.8K | Q1 2026 |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.29% | $4M | 200.8K | Q1 2026 |
| Hobbs Group Advisors, LLC$334M AUM | 0.29% | $966,666 | 49.5K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.29% | $51M | 2.61M | Q1 2026 |
| Tempo Wealth, LLC$573M AUM | 0.29% | $2M | 84.4K | Q1 2026 |
| Seek First Inc.$142M AUM | 0.29% | $405,452 | 20.8K | Q1 2026 |
| Axis Wealth Partners, LLC$188M AUM | 0.28% | $519,049 | 26.6K | Q1 2026 |
| BankPlus Wealth Management LLC$194M AUM | 0.27% | $522,831 | 26.8K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.26% | $14M | 700.1K | Q1 2026 |
| FC Advisory LLC$378M AUM | 0.26% | $894,829 | 45.8K | Q1 2026 |
| Sun Financial Inc$200M AUM | 0.26% | $511,372 | 26.1K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.25% | $4M | 201.3K | Q1 2026 |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.24% | $625,276 | 32.0K | Q2 2025OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.24% | $5M | 276.8K | Q1 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.24% | $2M | 122.2K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.24% | $7M | 375.5K | Q1 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.24% | $2M | 124.3K | Q1 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.23% | $4M | 201.1K | Q3 2025OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.23% | $816,990 | 41.9K | Q1 2026 |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.23% | $770,380 | 39.4K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.23% | $1M | 54.5K | Q1 2026 |
| Wealth Quarterback LLC$254M AUM | 0.22% | $570,636 | 29.2K | Q1 2026 |
| TABR Capital Management, LLC$109M AUM | 0.22% | $242,906 | 12.4K | Q1 2026 |
| ETF Store, Inc.$103M AUM | 0.22% | $216,818 | 11.1K | Q4 2025OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.22% | $2M | 92.8K | Q1 2026 |
| Towne Trust Company, N.A$311M AUM | 0.21% | $658,805 | 33.7K | Q1 2026 |
| Net Worth Advisory Group$482M AUM | 0.21% | $1M | 51.4K | Q1 2026 |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.21% | $3M | 132.5K | Q1 2026 |
| Schwallier Wealth Management LLC$137M AUM | 0.20% | $275,666 | 14.2K | Q2 2025OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.20% | $647,400 | 33.2K | Q2 2025OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 0.20% | $342,105 | 17.5K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.19% | $3M | 172.8K | Q1 2026 |
| Global Financial Private Client, LLC$306M AUM | 0.18% | $556,683 | 28.5K | Q1 2026 |
| Cordatus Wealth Management LLC$420M AUM | 0.18% | $763,369 | 39.1K | Q1 2026 |
| Gryphon Financial Partners LLC$976M AUM | 0.18% | $2M | 85.3K | Q4 2025OLDER |
| Tassel Capital Management, Inc.$184M AUM | 0.18% | $326,424 | 16.7K | Q1 2026 |
| Castleview Partners, LLC$195M AUM | 0.17% | $343,952 | 17.6K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.17% | $8M | 421.7K | Q1 2026 |
| Strid Group, LLC$807M AUM | 0.16% | $1M | 68.1K | Q1 2026 |
| SAWGRASS ASSET MANAGEMENT LLC$664M AUM | 0.16% | $1M | 55.0K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 0.16% | $988,415 | 50.6K | Q1 2026 |
| Wilkins Miller Wealth Management, LLC$165M AUM | 0.16% | $259,378 | 13.3K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.15% | $12M | 633.8K | Q1 2026 |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.15% | $1M | 52.4K | Q1 2026 |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.15% | $661,423 | 33.9K | Q1 2026 |
| Oliver Luxxe Assets LLC$680M AUM | 0.15% | $989,878 | 50.7K | Q1 2026 |
| Sensible Money, LLC$329M AUM | 0.15% | $484,400 | 24.8K | Q1 2026 |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.15% | $696,733 | 35.7K | Q1 2026 |
| Keel Point, LLC$1.5B AUM | 0.14% | $2M | 122.6K | Q4 2025OLDER |
| Pacific Park Financial, Inc.$153M AUM | 0.14% | $230,398 | 11.8K | Q4 2025OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.14% | $346,033 | 17.7K | Q1 2026 |
| WESPAC Advisors, LLC$183M AUM | 0.14% | $261,292 | 13.4K | Q1 2026 |
| Tennessee Valley Asset Management Partners$757M AUM | 0.14% | $1M | 53.9K | Q1 2026 |
| Milestones Private Investment Advisors LLC$114M AUM | 0.14% | $200,742 | 10.3K | Q4 2025OLDER |
| River Wealth Advisors LLC$871M AUM | 0.14% | $1M | 60.6K | Q1 2026 |
| Heritage Trust Co$997M AUM | 0.14% | $1M | 69.3K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.13% | $388,237 | 19.9K | Q1 2026 |
| 4J Wealth Management LLC$176M AUM | 0.13% | $231,626 | 11.9K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.13% | $47M | 2.42M | Q1 2026 |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.13% | $465,222 | 23.8K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.13% | $6M | 287.5K | Q2 2025OLDER |
| Argentarii, LLC$286M AUM | 0.13% | $385,980 | 19.7K | Q4 2025OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.12% | $314,916 | 16.1K | Q3 2025OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.12% | $871,837 | 44.6K | Q1 2026 |
| BridgePort Financial Solutions, LLC$353M AUM | 0.12% | $455,934 | 23.3K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.12% | $5M | 266.9K | Q1 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 0.12% | $556,022 | 28.5K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.12% | $3M | 163.8K | Q1 2026 |
| Latitude Advisors, LLC$218M AUM | 0.12% | $257,271 | 13.2K | Q3 2025OLDER |
| Yoder Wealth Management, Inc.$219M AUM | 0.11% | $248,031 | 12.7K | Q1 2026 |
| Golden Reserve Retirement LLC$485M AUM | 0.11% | $547,152 | 28.0K | Q1 2026 |
| Sterling Financial Group, Inc.$316M AUM | 0.11% | $342,707 | 17.5K | Q3 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.11% | $3M | 171.1K | Q4 2025OLDER |
| SMI Advisory Services, LLC$617M AUM | 0.11% | $641,569 | 32.8K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.10% | $10M | 493.9K | Q1 2026 |
| ProVise Management Group, LLC$1.4B AUM | 0.10% | $1M | 73.3K | Q4 2025OLDER |
| River Street Advisors LLC$296M AUM | 0.10% | $301,973 | 15.5K | Q1 2026 |
| Centricity Wealth Management, LLC$125M AUM | 0.10% | $127,290 | 6.5K | Q2 2025OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 0.10% | $301,435 | 15.4K | Q1 2026 |
| Fourth Dimension Wealth, LLC$264M AUM | 0.10% | $238,198 | 12.2K | Q2 2025OLDER |
| Foundry Financial Group, Inc.$202M AUM | 0.10% | $201,569 | 10.3K | Q1 2026 |
| Altus Wealth Group LLC$244M AUM | 0.10% | $241,578 | 12.4K | Q1 2026 |
| GHE, LLC$241M AUM | 0.10% | $234,360 | 12.0K | Q1 2026 |
| Cynosure Group, LLC$800M AUM | 0.10% | $764,248 | 39.1K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.10% | $6M | 284.8K | Q1 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.09% | $366,695 | 18.8K | Q1 2026 |
| Tyler-Stone Wealth Management$621M AUM | 0.09% | $563,818 | 28.9K | Q2 2025OLDER |
| Claro Advisors Inc.$830M AUM | 0.09% | $744,941 | 38.1K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.09% | $1M | 56.2K | Q2 2025OLDER |
| Exchange Capital Management, Inc.$670M AUM | 0.09% | $583,316 | 29.9K | Q2 2025OLDER |
| Sculati Wealth Management, LLC$271M AUM | 0.09% | $229,340 | 11.7K | Q2 2025OLDER |
| FORONJY FINANCIAL LLC$241M AUM | 0.09% | $207,253 | 10.6K | Q1 2026 |
| Legacy Wealth Partners, LLC$399M AUM | 0.08% | $337,928 | 17.3K | Q1 2026 |
| Wealth Advisors of Iowa, LLC$323M AUM | 0.08% | $273,580 | 14.0K | Q1 2026 |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.08% | $619,184 | 31.6K | Q4 2025OLDER |
| Solitude Financial Services$338M AUM | 0.08% | $279,780 | 14.3K | Q1 2026 |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.08% | $950,974 | 48.7K | Q1 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.08% | $3M | 131.8K | Q1 2026 |
| Quartz Partners, LLC$259M AUM | 0.08% | $215,356 | 11.0K | Q3 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.08% | $3M | 163.7K | Q4 2025OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.07% | $211,260 | 10.8K | Q3 2025OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.07% | $1M | 65.2K | Q4 2025OLDER |
| Good Life Advisors, LLC$1.6B AUM | 0.07% | $1M | 59.1K | Q2 2025OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.07% | $4M | 189.0K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.07% | $490,496 | 25.1K | Q1 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 0.07% | $489,343 | 25.1K | Q1 2026 |
| Peak Retirement Planning, Inc.$501M AUM | 0.07% | $350,017 | 17.9K | Q1 2026 |
| Roundview Capital LLC$1.6B AUM | 0.07% | $1M | 56.5K | Q1 2026 |
| Independence Bank of Kentucky$789M AUM | 0.07% | $541,215 | 27.7K | Q1 2026 |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.07% | $199,479 | 10.2K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.06% | $2M | 80.5K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.06% | $12M | 603.5K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.06% | $3M | 135.1K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.06% | $2M | 88.4K | Q1 2026 |
| Legacy Wealth Management, LLC / MS$390M AUM | 0.06% | $229,517 | 11.7K | Q4 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.06% | $2M | 88.1K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.06% | $3M | 175.2K | Q1 2026 |
| ALERUS FINANCIAL NA$2.0B AUM | 0.06% | $1M | 60.8K | Q1 2026 |
| Trinity Financial Advisors LLC$389M AUM | 0.06% | $203,013 | 10.4K | Q3 2025OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.06% | $1M | 55.8K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.06% | $4M | 184.2K | Q1 2026 |
| Berkshire Money Management, Inc.$976M AUM | 0.06% | $565,238 | 28.9K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.06% | $2M | 104.0K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.05% | $5M | 279.9K | Q1 2026 |
| Edge Wealth Management LLC$594M AUM | 0.05% | $316,132 | 16.2K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.05% | $15M | 760.6K | Q4 2025OLDER |
| RIA Advisory Group LLC$421M AUM | 0.05% | $227,076 | 11.6K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.05% | $759,005 | 38.9K | Q1 2026 |
| BankPlus Trust Department$374M AUM | 0.05% | $200,768 | 10.3K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.05% | $1M | 58.9K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.05% | $993,919 | 50.9K | Q1 2026 |
| ETF Portfolio Partners, Inc.$381M AUM | 0.05% | $201,003 | 10.3K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.05% | $14M | 711.4K | Q1 2026 |
| Retirement Solution LLC$423M AUM | 0.05% | $222,157 | 11.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.05% | $36M | 1.83M | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.05% | $3M | 146.2K | Q1 2026 |
| Rothschild Wealth LLC$1.1B AUM | 0.05% | $562,171 | 28.8K | Q1 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.05% | $617,769 | 31.6K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.05% | $2M | 111.7K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.05% | $846,555 | 43.3K | Q1 2026 |
| Insight Wealth Partners, LLC$713M AUM | 0.05% | $349,001 | 17.9K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.05% | $2M | 113.3K | Q1 2026 |
| Well Done, LLC$681M AUM | 0.05% | $308,511 | 15.8K | Q1 2026 |
| Mirador Capital Partners LP$817M AUM | 0.04% | $317,675 | 16.3K | Q1 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.04% | $318,987 | 16.3K | Q1 2026 |
| Heron Bay Capital Management$1.1B AUM | 0.04% | $475,067 | 24.3K | Q1 2026 |
| RMR Wealth Builders$1.3B AUM | 0.04% | $553,251 | 28.3K | Q1 2026 |
| RVW Wealth, LLC$1.5B AUM | 0.04% | $556,553 | 28.5K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.04% | $5M | 277.0K | Q1 2026 |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 0.04% | $294,903 | 15.1K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.04% | $188,875 | 9.7K | Q1 2026 |
| Richmond Investment Services, LLC$619M AUM | 0.04% | $198,062 | 10.1K | Q2 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.04% | $4M | 190.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.04% | $153M | 7.85M | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.04% | $390,776 | 20.0K | Q1 2026 |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.04% | $63,012 | 3.2K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.04% | $531,022 | 27.2K | Q1 2026 |
| Garrett Wealth Advisory Group, LLC$562M AUM | 0.04% | $207,535 | 10.6K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.04% | $8M | 417.6K | Q1 2026 |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.04% | $517,438 | 26.5K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $310,898 | 15.9K | Q1 2026 |
| United Community Bank$300M AUM | 0.04% | $107,415 | 5.5K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 0.03% | $387,358 | 19.8K | Q1 2026 |
| Steele Capital Management, Inc.$2.4B AUM | 0.03% | $830,025 | 42.5K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.03% | $704,954 | 36.0K | Q1 2026 |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.03% | $548,988 | 28.1K | Q1 2026 |
| Commonwealth Financial Services, LLC$632M AUM | 0.03% | $198,667 | 10.1K | Q4 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.03% | $1M | 62.6K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.03% | $4M | 180.6K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.03% | $28M | 1.46M | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.03% | $249,496 | 12.8K | Q1 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 0.03% | $481,822 | 24.7K | Q1 2026 |
| Davis Capital Management$169M AUM | 0.03% | $40,954 | 2.1K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.03% | $18M | 907.6K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.03% | $737,793 | 37.8K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $301,035 | 15.4K | Q1 2026 |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.03% | $336,427 | 17.2K | Q2 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $135M | 6.91M | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.03% | $109,232 | 5.6K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $483,776 | 24.8K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $5M | 252.9K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.02% | $327,128 | 16.8K | Q1 2026 |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.02% | $665,582 | 34.1K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 76.4K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $3M | 161.3K | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.02% | $272,329 | 13.9K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.02% | $5M | 233.5K | Q1 2026 |
| Diversified Portfolios, Inc.$1.2B AUM | 0.02% | $268,040 | 13.7K | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $801,387 | 41.0K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $69M | 3.55M | Q1 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 0.02% | $357,399 | 18.3K | Q1 2026 |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 0.02% | $391,382 | 20.0K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $964,899 | 49.4K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 104.7K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.02% | $5M | 250.4K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 155.1K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.02% | $4M | 181.7K | Q2 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $14M | 707.3K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.02% | $344,451 | 17.6K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 104.3K | Q1 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.02% | $20,585 | 1.1K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $2M | 85.4K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 60.5K | Q1 2026 |
| Global Wealth Strategies & Associates$528M AUM | 0.02% | $72,964 | 3.7K | Q1 2026 |
| Allen Capital Group, LLC$1.1B AUM | 0.02% | $197,214 | 10.1K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $286,450 | 14.7K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.02% | $203,991 | 10.4K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.02% | $2M | 124.9K | Q4 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.02% | $433,352 | 22.2K | Q3 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.02% | $2M | 101.6K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.02% | $284,357 | 14.6K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.02% | $1M | 52.9K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.02% | $223,620 | 11.4K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $14M | 716.1K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $427,118 | 21.9K | Q1 2026 |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.01% | $213,127 | 10.9K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $1M | 55.0K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $406,593 | 20.8K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $8M | 417.5K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $313,674 | 16.1K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.01% | $46,950 | 2.4K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $412,611 | 21.1K | Q1 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 0.01% | $29,813 | 1.5K | Q4 2025OLDER |
| RHL GROUP, LLC$117M AUM | 0.01% | $14,960 | 766 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $860,355 | 44.1K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $14M | 693.5K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $688,327 | 35.2K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.01% | $72M | 3.69M | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $561,560 | 28.8K | Q1 2026 |
| Walsh & Associates, LLC$101M AUM | 0.01% | $10,937 | 560 | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $66,017 | 3.4K | Q1 2026 |
| Marquette Asset Management, LLC$779M AUM | 0.01% | $70,484 | 3.6K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $818,024 | 41.9K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.01% | $2M | 93.9K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 97.1K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $785,733 | 40.2K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $41M | 2.12M | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $8M | 423.9K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $144M | 7.37M | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $165,810 | 8.5K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $256,859 | 13.2K | Q1 2026 |
| Aspect Partners, LLC$245M AUM | 0.01% | $20,350 | 1.0K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $52M | 2.66M | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.01% | $786,706 | 40.3K | Q2 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $12M | 612.9K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $498,391 | 25.5K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $27M | 1.38M | Q1 2026 |
| SigFig Wealth Management, LLC$3.8B AUM | 0.01% | $243,793 | 12.5K | Q1 2026 |
| First Command Advisory Services, Inc.$14.8B AUM | 0.01% | $1M | 51.8K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $217,359 | 11.1K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $527,837 | 27.0K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $86,415 | 4.4K | Q1 2026 |
| Clayton Financial Group LLC$195M AUM | 0.01% | $11,621 | 595 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $34M | 1.72M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $80M | 4.12M | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $223,853 | 11.5K | Q1 2026 |
| City State Bank$385M AUM | 0.01% | $22,381 | 1.1K | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.01% | $18,843 | 963 | Q3 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.01% | $2M | 80.5K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 141.7K | Q1 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.01% | $639,217 | 32.7K | Q1 2026 |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.01% | $232,329 | 11.9K | Q1 2026 |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.01% | $92,650 | 4.7K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $248,090 | 12.7K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $960,434 | 49.2K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $10M | 498.2K | Q1 2026 |
| FIRST UNITED BANK & TRUST$308M AUM | 0.00% | $14,240 | 728 | Q3 2025OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.00% | $263,967 | 13.5K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $246,020 | 12.6K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $284,209 | 14.5K | Q4 2025OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.00% | $19,374 | 992 | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.00% | $242,954 | 12.4K | Q1 2026 |
| Align Financial, LLC$176M AUM | 0.00% | $6,421 | 6.4K | Q4 2025OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.00% | $35,154 | 1.8K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.00% | $292,096 | 15.0K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $883,166 | 45.1K | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $212,430 | 10.9K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.00% | $123,407 | 15.9K | Q4 2025OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.00% | $20,292 | 1.0K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $205,065 | 10.5K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $280,451 | 14.3K | Q3 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $281,001 | 14.4K | Q4 2025OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $83,308 | 4.3K | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $41,795 | 2.1K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $200,197 | 10.3K | Q2 2025OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.00% | $38,647 | 2.0K | Q2 2025OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $24,159 | 1.2K | Q1 2026 |
| West Branch Capital LLC$430M AUM | 0.00% | $9,875 | 504 | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 109.6K | Q1 2026 |
| BIRCHBROOK, INC.$213M AUM | 0.00% | $4,883 | 250 | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $513,805 | 26.3K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $904,507 | 46.3K | Q1 2026 |
| Caldwell Trust Co$1.1B AUM | 0.00% | $26,014 | 1.3K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $28,514 | 1.5K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 84.8K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $33,959 | 1.7K | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $392,983 | 20.1K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $391,500 | 20.0K | Q4 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $121,925 | 6.2K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $263,869 | 13.5K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $1M | 58.3K | Q1 2026 |
| Friedenthal Financial$217M AUM | 0.00% | $3,345 | 171 | Q3 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $2,265 | 116 | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.00% | $112,591 | 5.8K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.00% | $8,887 | 454 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $88,088 | 4.5K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $704,442 | 36.1K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $257,777 | 13.2K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $205,185 | 10.5K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 90.7K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $21,356 | 1.1K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $13,710 | 702 | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $595,958 | 30.5K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $626,476 | 32.1K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $615,866 | 31.5K | Q3 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $32,596 | 1.7K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $23,299 | 1.2K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $470,045 | 24.0K | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $8,866 | 454 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2M | 91.4K | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $195,200 | 10.0K | Q2 2025OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $206,940 | 10.6K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $31,661 | 1.6K | Q2 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $106,497 | 5.5K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $5M | 234.9K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 139.5K | Q1 2026 |
| Topsail Wealth Management, LLC$678M AUM | 0.00% | $2,930 | 150 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $8,179 | 419 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $20,174 | 1.0K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $9,885 | 505 | Q4 2025OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.00% | $926 | 47 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 88.0K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $365,026 | 18.7K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $4,913 | 251 | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $255,747 | 13.1K | Q3 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $14,055 | 718 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $29,081 | 1.5K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $128,527 | 6.6K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $464,189 | 23.8K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $30,037 | 1.5K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $4,121 | 211 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $13,671 | 700 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $428,391 | 21.9K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $528 | 27 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $273,628 | 14.0K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1,894 | 97 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $14,341 | 734 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $5 | 0 | Q2 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $15 | 0 | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $6 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.