CGDVUSDCAPITAL GROUP DIVIDEND VALUE
CUSIP 14020W106 · Yahoo Finance ↗ · Google Finance ↗
Capital Group Dividend Value (CGDVUSD) has 727 institutional holders in Filings Flow’s 13F database, together reporting 503.54M shares worth $20.8B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Raymond James Financial Inc, and Morgan Stanley.
Institutional Holders
727
Q1 2026
Reported Value
$20.8B
Ticker
CGDVUSD
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Erickson Financial Group, LLC$160M AUM | 28.26% | $45M | 1.06M | Q1 2026OLDER |
| Forge Financial Services LLC$987M AUM | 24.31% | $240M | 5.64M | Q1 2026OLDER |
| Advance Capital Management, Inc.$2.6B AUM | 16.43% | $434M | 10.19M | Q1 2026OLDER |
| Challenger Wealth Management$125M AUM | 16.11% | $20M | 473.8K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 15.63% | $42M | 989.1K | Q1 2026OLDER |
| Clarity Retirement & Wealth, LLC$124M AUM | 15.47% | $19M | 450.9K | Q1 2026OLDER |
| Wealth Science Advisors LLC$225M AUM | 15.00% | $34M | 684.7K | Q2 2026 |
| Carter Financial, LLC$115M AUM | 14.67% | $17M | 396.5K | Q1 2026OLDER |
| IAM Advisory, LLC$446M AUM | 13.86% | $62M | 1.45M | Q1 2026OLDER |
| Kropog Financial Group, LLC$123M AUM | 13.37% | $16M | 386.8K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 13.28% | $19M | 440.4K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 12.71% | $19M | 453.6K | Q1 2026OLDER |
| Entruity Wealth, LLC$147M AUM | 12.37% | $18M | 428.4K | Q1 2026OLDER |
| Ergawealth Advisors, Inc.$226M AUM | 11.93% | $27M | 634.0K | Q1 2026OLDER |
| SK Wealth Management, LLC$360M AUM | 11.25% | $41M | 944.3K | Q1 2026OLDER |
| Johnson Bixby & Associates, LLC$806M AUM | 11.13% | $90M | 2.11M | Q1 2026OLDER |
| Main Line Retirement Advisors, LLC$200M AUM | 10.80% | $22M | 508.5K | Q1 2026OLDER |
| Vigil Wealth Management, LLC$124M AUM | 9.97% | $12M | 290.0K | Q1 2026OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 9.97% | $257M | 6.04M | Q1 2026OLDER |
| Midwest Heritage Bank, FSB$312M AUM | 9.68% | $30M | 709.5K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 9.65% | $28M | 649.9K | Q1 2026OLDER |
| VVR Holdings LLC$194M AUM | 9.35% | $18M | 425.4K | Q1 2026OLDER |
| Hartmann Taylor Wealth Management, LLC$151M AUM | 9.17% | $14M | 326.0K | Q1 2026OLDER |
| Royal Harbor Partners, LLC$295M AUM | 9.15% | $27M | 635.5K | Q1 2026OLDER |
| Keenan, LLC$119M AUM | 9.08% | $11M | 253.9K | Q1 2026OLDER |
| SAGE PRIVATE WEALTH GROUP, LLC$199M AUM | 9.02% | $18M | 421.3K | Q1 2026OLDER |
| Gutierrez Wealth Advisory, LLC$161M AUM | 8.78% | $14M | 332.1K | Q1 2026OLDER |
| Pinnacle Wealth Management, LLC$148M AUM | 8.62% | $13M | 300.8K | Q1 2026OLDER |
| Gaddis Premier Wealth Advisors LLC$136M AUM | 8.41% | $11M | 268.1K | Q1 2026OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 8.34% | $495M | 11.63M | Q1 2026OLDER |
| Code Waechter LLC$168M AUM | 8.26% | $14M | 326.7K | Q1 2026OLDER |
| ACT Advisors, LLC.$235M AUM | 8.17% | $19M | 451.8K | Q1 2026OLDER |
| WJ Wealth Management, LLC$214M AUM | 8.14% | $17M | 408.8K | Q1 2026OLDER |
| Ridgeline Wealth Planning, LLC$137M AUM | 7.82% | $11M | 251.6K | Q1 2026OLDER |
| Evergreen Wealth Partners LLC$131M AUM | 7.57% | $10M | 233.1K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 7.45% | $12M | 274.6K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 7.39% | $12M | 267.3K | Q4 2025OLDER |
| Nicholson Meyer Capital Management, Inc.$130M AUM | 7.34% | $10M | 224.8K | Q1 2026OLDER |
| J. Derek Lewis & Associates Inc.$445M AUM | 7.22% | $32M | 754.9K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 6.99% | $68M | 1.59M | Q1 2026OLDER |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM | 6.96% | $9M | 208.9K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 6.96% | $28M | 647.4K | Q1 2026OLDER |
| Melone Private Wealth, LLC$263M AUM | 6.84% | $18M | 364.7K | Q2 2026 |
| Swisher Financial Concepts, Inc.$179M AUM | 6.56% | $12M | 275.5K | Q1 2026OLDER |
| CJM Wealth Advisers, Ltd.$381M AUM | 6.45% | $25M | 498.6K | Q2 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 6.28% | $81M | 1.91M | Q1 2026OLDER |
| McCarthy Asset Management, Inc.$192M AUM | 6.04% | $12M | 264.9K | Q4 2025OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 6.01% | $54M | 1.10M | Q2 2026 |
| Dean, Jacobson Financial Services, LLC$163M AUM | 5.86% | $10M | 224.3K | Q1 2026OLDER |
| DMKC Advisory Services, LLC$530M AUM | 5.68% | $30M | 610.4K | Q2 2026 |
| Ruggaard & Associates LLC$252M AUM | 5.66% | $14M | 336.1K | Q1 2026OLDER |
| Core Wealth Advisors, Inc.$419M AUM | 5.65% | $24M | 556.6K | Q1 2026OLDER |
| Investment Advisory Services Group LLC$115M AUM | 5.54% | $6M | 149.8K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 5.48% | $12M | 270.9K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 5.33% | $13M | 277.8K | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 5.24% | $11M | 269.5K | Q1 2026OLDER |
| Smith Thornton Advisors LLC$199M AUM | 5.10% | $10M | 238.2K | Q1 2026OLDER |
| Armstrong, Fleming & Moore, Inc$236M AUM | 5.09% | $12M | 281.8K | Q1 2026OLDER |
| Expressive Wealth LLC$105M AUM | 4.96% | $5M | 109.6K | Q1 2026OLDER |
| Souders Financial Advisors$876M AUM | 4.95% | $43M | 1.02M | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 4.90% | $16M | 368.4K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 4.81% | $34M | 803.4K | Q1 2026OLDER |
| Cauble & Harre Wealth Management, Inc.$126M AUM | 4.73% | $6M | 125.0K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 4.59% | $10M | 239.3K | Q1 2026OLDER |
| Olistico Wealth, LLC$234M AUM | 4.52% | $11M | 214.6K | Q2 2026 |
| Greenbush Financial Group, LLC$302M AUM | 4.51% | $14M | 320.5K | Q1 2026OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 4.47% | $9M | 186.2K | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 4.45% | $15M | 358.1K | Q1 2026OLDER |
| Harpswell Capital Advisors, LLC$134M AUM | 4.42% | $6M | 139.6K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 4.41% | $10M | 238.1K | Q1 2026OLDER |
| RM Financial Services, LLC$116M AUM | 4.37% | $5M | 119.0K | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 4.24% | $7M | 149.6K | Q2 2026 |
| DAHRING | CUSMANO LLC$163M AUM | 4.20% | $7M | 160.6K | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 4.20% | $26M | 619.1K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 4.19% | $7M | 143.4K | Q1 2026OLDER |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC$174M AUM | 4.16% | $7M | 169.9K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 4.11% | $18M | 428.0K | Q1 2026OLDER |
| Leo H. Evart, Inc.$117M AUM | 4.11% | $5M | 112.8K | Q1 2026OLDER |
| BNB Wealth Management, LLC$156M AUM | 4.09% | $6M | 149.8K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 4.08% | $6M | 134.7K | Q1 2026OLDER |
| FreeGulliver LLC$237M AUM | 4.04% | $10M | 225.2K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 3.97% | $5M | 123.1K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 3.93% | $102M | 2.40M | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 3.90% | $41M | 956.2K | Q1 2026OLDER |
| Freedom Financial Partners LLC$281M AUM | 3.53% | $10M | 232.8K | Q1 2026OLDER |
| Aspire Growth Partners LLC$146M AUM | 3.45% | $5M | 118.1K | Q1 2026OLDER |
| Bouvel Investment Partners, LLC$345M AUM | 3.39% | $12M | 274.5K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 3.37% | $53M | 1.26M | Q1 2026OLDER |
| APS Management Group, Inc.$130M AUM | 3.33% | $4M | 87.9K | Q2 2026 |
| Armor Investment Advisors, LLC$278M AUM | 3.30% | $9M | 215.3K | Q1 2026OLDER |
| MTM FINANCIAL GROUP, LLC$213M AUM | 3.26% | $7M | 163.4K | Q2 2026 |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 3.17% | $4M | 94.5K | Q1 2026OLDER |
| LongView Wealth Management$390M AUM | 3.08% | $12M | 243.6K | Q2 2026 |
| Steffes Financial, Ltd.$189M AUM | 3.03% | $6M | 134.9K | Q1 2026OLDER |
| Capital Advantage, Inc.$765M AUM | 2.99% | $23M | 536.9K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 2.97% | $8M | 191.1K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 2.96% | $5M | 107.6K | Q1 2026OLDER |
| CONSILIO WEALTH ADVISORS, LLC$342M AUM | 2.96% | $10M | 238.0K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 2.95% | $11M | 246.3K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 2.95% | $4M | 81.9K | Q4 2025OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 2.95% | $5M | 128.4K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 2.91% | $6M | 130.0K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 2.82% | $26M | 616.7K | Q1 2026OLDER |
| Bulwark Capital Corp$178M AUM | 2.77% | $5M | 100.0K | Q2 2026 |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 2.68% | $4M | 104.3K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 2.65% | $23M | 540.1K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 2.62% | $4M | 95.8K | Q1 2026OLDER |
| Teamwork Financial Advisors, LLC$1.1B AUM | 2.55% | $28M | 569.7K | Q2 2026 |
| Fermata Advisors, LLC$495M AUM | 2.49% | $12M | 249.8K | Q2 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 2.42% | $22M | 515.1K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 2.42% | $140M | 3.30M | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 2.41% | $10M | 246.3K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 2.38% | $5M | 124.2K | Q1 2026OLDER |
| Quantum Financial Planning Services, Inc.$278M AUM | 2.34% | $7M | 153.2K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 2.33% | $4M | 85.9K | Q1 2026OLDER |
| A&I FINANCIAL SERVICES, LLC$230M AUM | 2.31% | $5M | 107.6K | Q2 2026 |
| CLG LLC$403M AUM | 2.29% | $9M | 216.5K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 2.27% | $5M | 111.2K | Q1 2026OLDER |
| Riverview Capital Advisers, LLC$300M AUM | 2.24% | $7M | 158.0K | Q1 2026OLDER |
| Alliance Private Wealth, LLC$288M AUM | 2.22% | $6M | 129.7K | Q2 2026 |
| WESPAC Advisors, LLC$183M AUM | 2.21% | $4M | 94.9K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 2.21% | $51M | 1.04M | Q2 2026 |
| Lodestone Wealth Management LLC$252M AUM | 2.20% | $6M | 130.8K | Q1 2026OLDER |
| Merited Wealth, LLC$121M AUM | 2.19% | $3M | 62.0K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 2.16% | $22M | 499.6K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 2.12% | $6M | 152.0K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 2.09% | $3M | 63.4K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 2.08% | $14M | 337.3K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 2.07% | $5M | 110.7K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 2.06% | $17M | 394.6K | Q1 2026OLDER |
| Parsonex Advisory Services, Inc.$102M AUM | 2.05% | $2M | 49.2K | Q1 2026OLDER |
| EQ WEALTH ADVISORS, LLC$171M AUM | 2.02% | $3M | 81.2K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 2.01% | $28M | 646.7K | Q1 2026OLDER |
| BetterWealth, LLC$510M AUM | 2.01% | $10M | 240.6K | Q1 2026OLDER |
| Rubicon Advisors, GP$115M AUM | 1.94% | $2M | 52.3K | Q1 2026OLDER |
| Compton Financial Group, LLC$453M AUM | 1.90% | $9M | 202.6K | Q1 2026OLDER |
| Carson Advisory Inc.$193M AUM | 1.84% | $4M | 83.3K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 1.82% | $48M | 1.12M | Q2 2026 |
| OakTrust Wealth Advisors, LLC$110M AUM | 1.72% | $2M | 44.4K | Q1 2026OLDER |
| Aurdan Capital Management, LLC$333M AUM | 1.71% | $6M | 134.1K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 1.71% | $7M | 153.8K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 1.70% | $4M | 87.5K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 1.70% | $4M | 89.0K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 1.68% | $19M | 440.8K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 1.67% | $10M | 248.7K | Q3 2025OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 1.66% | $6M | 142.8K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 1.63% | $8M | 155.9K | Q2 2026 |
| Tribridge Partners Financial LLC$242M AUM | 1.60% | $4M | 90.6K | Q1 2026OLDER |
| Orca Wealth Management, LLC$141M AUM | 1.59% | $2M | 52.4K | Q1 2026OLDER |
| Mason Investment Advisory Services, Inc.$2.2B AUM | 1.58% | $34M | 803.4K | Q1 2026OLDER |
| Oxinas Partners, LLC$254M AUM | 1.55% | $4M | 80.0K | Q2 2026 |
| Integrity Advisory Solutions, LLC$757M AUM | 1.45% | $11M | 258.8K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 1.45% | $4M | 89.0K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 1.45% | $3M | 78.6K | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 1.43% | $24M | 554.7K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 1.34% | $8M | 195.1K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 1.34% | $6M | 130.5K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 1.34% | $18M | 432.9K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 1.29% | $3M | 66.7K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 1.29% | $2M | 51.1K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 1.28% | $8M | 190.2K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 1.28% | $4M | 73.1K | Q2 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 1.27% | $20M | 397.3K | Q2 2026 |
| Sovran Advisors, LLC$1.3B AUM | 1.24% | $16M | 339.2K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 1.23% | $4M | 100.5K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 1.21% | $40M | 934.7K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 1.19% | $2M | 41.4K | Q1 2026OLDER |
| Financial Council, LLC$259M AUM | 1.18% | $3M | 71.8K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 1.18% | $62M | 1.26M | Q2 2026 |
| Scott Capital Advisors, LLC$639M AUM | 1.17% | $7M | 151.0K | Q2 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 1.16% | $37M | 858.1K | Q1 2026OLDER |
| WealthSpring Partners, LLC$109M AUM | 1.15% | $1M | 29.5K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 1.15% | $4M | 85.6K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 1.14% | $28M | 659.2K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 1.13% | $3M | 63.9K | Q1 2026OLDER |
| Altus Wealth Group LLC$244M AUM | 1.12% | $3M | 64.1K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 1.11% | $3M | 65.9K | Q1 2026OLDER |
| KOM Wealth Management Group, LLC$147M AUM | 1.09% | $2M | 37.6K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 1.07% | $12M | 277.0K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 1.05% | $2M | 42.7K | Q1 2026OLDER |
| Affiance Financial, LLC$695M AUM | 1.05% | $7M | 148.7K | Q2 2026 |
| Wealthcare Capital Partners, LLC$242M AUM | 1.04% | $3M | 51.3K | Q2 2026 |
| WFA of San Diego, LLC$125M AUM | 1.01% | $1M | 29.7K | Q1 2026OLDER |
| EWA, LLC$548M AUM | 1.01% | $6M | 112.2K | Q2 2026 |
| NOVEM GROUP$873M AUM | 1.00% | $9M | 205.4K | Q1 2026OLDER |
| Elm3 Financial Group, LLC$118M AUM | 1.00% | $1M | 27.8K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 0.99% | $3M | 72.4K | Q1 2026OLDER |
| Mann Financial Group, Inc.$106M AUM | 0.98% | $1M | 24.6K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.98% | $5M | 115.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.94% | $249M | 5.86M | Q1 2026OLDER |
| Delta Investment Management, LLC$559M AUM | 0.94% | $5M | 123.9K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.94% | $155M | 3.64M | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.93% | $3M | 59.3K | Q1 2026OLDER |
| Beta Wealth Group, Inc.$242M AUM | 0.90% | $2M | 51.2K | Q1 2026OLDER |
| Junk Investment Group, LLC$191M AUM | 0.90% | $2M | 40.4K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.89% | $13M | 255.5K | Q2 2026 |
| MRWM Advisors, LLC$184M AUM | 0.89% | $2M | 38.5K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.87% | $902,284 | 21.2K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.85% | $71M | 1.68M | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.84% | $1M | 30.8K | Q1 2026OLDER |
| Freestate Advisors LLC$134M AUM | 0.83% | $1M | 22.6K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.83% | $781M | 18.36M | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.82% | $967,272 | 22.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.81% | $3.1B | 71.85M | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.80% | $14M | 318.6K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.80% | $50M | 1.17M | Q1 2026OLDER |
| Convergence Financial, LLC$943M AUM | 0.80% | $8M | 177.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.80% | $573M | 13.47M | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.80% | $74M | 1.74M | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.79% | $19M | 443.9K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.79% | $6M | 143.3K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.78% | $11M | 247.5K | Q1 2026OLDER |
| Burford Brothers, Inc.$244M AUM | 0.77% | $2M | 44.3K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 0.76% | $2M | 52.3K | Q1 2026OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 0.76% | $881,543 | 17.9K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.75% | $160M | 3.75M | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.75% | $2M | 41.7K | Q2 2026 |
| CGN Advisors LLC$1.4B AUM | 0.73% | $10M | 202.8K | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.71% | $46M | 1.08M | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.69% | $16M | 365.0K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.69% | $3M | 77.2K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.67% | $2M | 45.0K | Q3 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.67% | $13M | 304.6K | Q1 2026OLDER |
| LANDAAS & CO /WI /ADV$456M AUM | 0.66% | $3M | 71.2K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.66% | $2M | 39.8K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 0.66% | $2M | 42.3K | Q2 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.65% | $3M | 65.4K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.65% | $12M | 293.2K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.65% | $2M | 58.1K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.65% | $3M | 59.9K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.65% | $16M | 383.9K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.64% | $17M | 390.7K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 0.64% | $3M | 70.2K | Q1 2026OLDER |
| Avant Capital LLC$142M AUM | 0.64% | $913,974 | 21.5K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.64% | $11M | 269.2K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.63% | $34M | 686.6K | Q2 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.62% | $12M | 280.6K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.61% | $9M | 201.6K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.60% | $2M | 43.5K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.60% | $2M | 43.1K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.59% | $18M | 419.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.59% | $33M | 764.4K | Q4 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.59% | $24M | 560.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.58% | $396M | 9.31M | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.57% | $1M | 26.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.57% | $76M | 1.79M | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.56% | $27M | 632.3K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.56% | $113M | 2.65M | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.55% | $5M | 106.1K | Q1 2026OLDER |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV$347M AUM | 0.55% | $2M | 38.4K | Q2 2026 |
| Cannon Wealth Management Services, LLC$148M AUM | 0.54% | $795,626 | 18.7K | Q1 2026OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.54% | $2M | 36.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.54% | $83M | 1.91M | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.53% | $31M | 704.0K | Q4 2025OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.53% | $1M | 23.8K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.52% | $10M | 229.4K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.52% | $7M | 166.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.52% | $843M | 19.81M | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.52% | $6M | 152.1K | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.51% | $5M | 126.9K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.50% | $182M | 4.27M | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.50% | $5M | 112.3K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.50% | $2M | 39.0K | Q2 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.50% | $9M | 205.5K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.49% | $21M | 500.5K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.49% | $13M | 296.8K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.49% | $62M | 1.45M | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.49% | $3M | 63.3K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.49% | $27M | 632.8K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.49% | $18M | 411.8K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.48% | $2M | 51.8K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.48% | $4M | 102.6K | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 0.48% | $3M | 59.6K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 0.47% | $842,478 | 20.0K | Q3 2025OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.47% | $2M | 47.7K | Q1 2026OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 0.47% | $3M | 60.0K | Q3 2025OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.47% | $8M | 177.9K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.47% | $60M | 1.41M | Q1 2026OLDER |
| Clearwave Capital, LLC$146M AUM | 0.47% | $686,526 | 16.1K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.47% | $2M | 47.7K | Q1 2026OLDER |
| Troutman Wealth Management, LLC$120M AUM | 0.47% | $558,746 | 13.1K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.46% | $46M | 1.09M | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.45% | $2M | 32.4K | Q2 2026 |
| CONTINENTAL INVESTORS SERVICES, INC.$106M AUM | 0.45% | $476,303 | 10.0K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.45% | $10M | 240.5K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.44% | $40M | 951.6K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.43% | $6M | 132.6K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.42% | $10M | 218.5K | Q4 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.41% | $15M | 324.7K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.41% | $4M | 97.2K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.41% | $3M | 59.3K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.41% | $20M | 464.8K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.41% | $33M | 773.7K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.40% | $3M | 75.7K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.40% | $547,377 | 12.5K | Q4 2025OLDER |
| PFG Advisors$2.1B AUM | 0.40% | $8M | 193.3K | Q1 2026OLDER |
| Southland Equity Partners LLC$571M AUM | 0.40% | $2M | 46.2K | Q2 2026 |
| Lantz Financial LLC$546M AUM | 0.40% | $2M | 44.2K | Q2 2026 |
| Capital Management Associates, Inc$442M AUM | 0.40% | $2M | 41.3K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.39% | $3M | 69.4K | Q1 2026OLDER |
| NavPoint Financial, Inc.$247M AUM | 0.39% | $957,079 | 22.5K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.38% | $2M | 42.1K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.38% | $657,328 | 15.5K | Q1 2026OLDER |
| Core Wealth Partners LLC$235M AUM | 0.38% | $884,354 | 17.9K | Q2 2026 |
| Bridgewealth Advisory Group, LLC$482M AUM | 0.37% | $2M | 42.4K | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 0.37% | $1M | 34.3K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.37% | $11M | 258.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.37% | $17M | 405.7K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.37% | $2M | 55.6K | Q3 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.37% | $3M | 60.1K | Q1 2026OLDER |
| Mission Financial Group, LLC$108M AUM | 0.36% | $393,502 | 9.3K | Q1 2026OLDER |
| Cushing Capital Partners, LLC$130M AUM | 0.36% | $471,329 | 11.1K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.36% | $7M | 155.8K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.36% | $1M | 24.6K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.35% | $943,616 | 22.2K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.35% | $2M | 42.9K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.35% | $2M | 40.8K | Q2 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 0.35% | $749,494 | 17.6K | Q1 2026OLDER |
| Midwest Financial Group LLC$234M AUM | 0.35% | $812,605 | 19.1K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.35% | $1M | 27.4K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 0.34% | $661,315 | 13.5K | Q2 2026 |
| WARNER FINANCIAL, INC$340M AUM | 0.34% | $1M | 23.5K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.34% | $1.1B | 25.83M | Q1 2026OLDER |
| Prospect Financial Services LLC$164M AUM | 0.34% | $554,257 | 13.0K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.33% | $20M | 455.9K | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 0.33% | $1M | 23.3K | Q2 2026 |
| AUCTUS ADVISORS LLC$105M AUM | 0.33% | $343,553 | 8.1K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.32% | $4M | 100.8K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.32% | $577,991 | 13.6K | Q1 2026OLDER |
| PW ADVISORS, LLC \ FL$133M AUM | 0.31% | $419,274 | 9.9K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.31% | $6M | 130.0K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.31% | $4M | 99.8K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.31% | $790,326 | 18.1K | Q4 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.31% | $19M | 446.2K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.30% | $1M | 26.7K | Q2 2026 |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.30% | $3M | 65.7K | Q2 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.30% | $10M | 193.2K | Q2 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.29% | $7M | 154.3K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.29% | $26M | 611.5K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.29% | $421,743 | 9.9K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.28% | $21M | 488.1K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.28% | $3M | 68.1K | Q2 2026 |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.27% | $285,358 | 6.7K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.27% | $562M | 13.48M | Q1 2026OLDER |
| Rather & Kittrell, Inc.$648M AUM | 0.26% | $2M | 40.1K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.26% | $100M | 2.34M | Q1 2026OLDER |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.26% | $503,078 | 11.8K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.26% | $3M | 72.1K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.26% | $2M | 39.5K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.25% | $5M | 117.4K | Q1 2026OLDER |
| HFG Advisors, Inc.$142M AUM | 0.25% | $354,784 | 8.3K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.24% | $9M | 202.1K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.24% | $5M | 120.2K | Q1 2026OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 0.24% | $411,607 | 8.7K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.24% | $2M | 57.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.24% | $260M | 6.12M | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.24% | $851,350 | 20.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.24% | $885M | 20.80M | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.23% | $28M | 647.4K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.23% | $9M | 219.2K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.23% | $13M | 294.2K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.23% | $6M | 143.2K | Q1 2026OLDER |
| Auxano Advisors, LLC$501M AUM | 0.23% | $1M | 27.0K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.23% | $974M | 22.90M | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 0.23% | $6M | 131.4K | Q1 2026OLDER |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 0.23% | $1M | 24.2K | Q2 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.23% | $444,756 | 10.5K | Q1 2026OLDER |
| Synergy Financial Group, LTD$133M AUM | 0.22% | $299,311 | 7.0K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.22% | $2M | 37.5K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.22% | $15M | 357.2K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.22% | $11M | 256.0K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.22% | $3M | 81.8K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.22% | $3M | 73.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.22% | $61M | 1.43M | Q2 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.22% | $3M | 63.6K | Q2 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 0.22% | $653,624 | 14.2K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.22% | $6M | 144.6K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.22% | $3M | 57.8K | Q2 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.21% | $6M | 136.4K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.21% | $656,826 | 15.1K | Q4 2025OLDER |
| ZEGA Investments, LLC$890M AUM | 0.21% | $2M | 44.6K | Q1 2026OLDER |
| Lincoln Capital LLC$562M AUM | 0.21% | $1M | 24.3K | Q2 2026 |
| World Investment Advisors$6.2B AUM | 0.21% | $13M | 307.5K | Q1 2026OLDER |
| Signature Wealth Management Group$263M AUM | 0.21% | $547,575 | 12.9K | Q1 2026OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.21% | $539,222 | 10.9K | Q2 2026 |
| Premier Path Wealth Partners, LLC$767M AUM | 0.20% | $2M | 37.7K | Q3 2025OLDER |
| Clarus Group, Inc.$279M AUM | 0.20% | $564,506 | 13.3K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.20% | $2M | 45.0K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.20% | $3M | 81.2K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.19% | $836,303 | 19.7K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.19% | $12M | 277.8K | Q1 2026OLDER |
| 4WEALTH ADVISORS, INC.$130M AUM | 0.19% | $250,814 | 5.1K | Q2 2026 |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.19% | $770,350 | 18.1K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.19% | $3M | 69.6K | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 0.19% | $243,059 | 5.7K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.19% | $3M | 79.9K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.18% | $2M | 48.6K | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 0.18% | $271,456 | 6.4K | Q1 2026OLDER |
| Worthington Financial Partners, LLC$116M AUM | 0.18% | $206,021 | 4.8K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.18% | $6M | 118.7K | Q2 2026 |
| Obsidian Personal Planning Solutions LLC$288M AUM | 0.18% | $508,678 | 11.9K | Q3 2025OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.17% | $2M | 37.8K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.17% | $10M | 210.5K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.17% | $871,143 | 20.5K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.17% | $261,352 | 6.1K | Q1 2026OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.17% | $346,934 | 8.3K | Q3 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.17% | $6M | 129.8K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.17% | $1M | 26.8K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.17% | $265,804 | 6.1K | Q4 2025OLDER |
| Orcam Financial Group$141M AUM | 0.17% | $233,690 | 5.5K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.16% | $2M | 56.3K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.16% | $3M | 62.4K | Q1 2026OLDER |
| tru Independence LLC$202M AUM | 0.16% | $324,228 | 7.6K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.16% | $14M | 330.4K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.16% | $1M | 23.4K | Q2 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.16% | $29M | 682.5K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.15% | $868,679 | 19.9K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.15% | $811M | 19.05M | Q2 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC$184M AUM | 0.15% | $279,060 | 6.6K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.15% | $8M | 176.6K | Q1 2026OLDER |
| Envision Financial Planning, LLC$276M AUM | 0.15% | $416,373 | 9.8K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.15% | $2M | 41.0K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.15% | $374,425 | 8.8K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.15% | $5M | 114.0K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.15% | $854,089 | 20.0K | Q3 2025OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.15% | $593,740 | 14.0K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.15% | $6M | 144.8K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.14% | $12M | 278.1K | Q1 2026OLDER |
| KMT WEALTH MANAGEMENT, LLC$184M AUM | 0.14% | $263,195 | 6.2K | Q1 2026OLDER |
| Atlas Private Wealth Advisors$425M AUM | 0.14% | $603,376 | 14.2K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.14% | $579,551 | 13.6K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.14% | $331,557 | 7.8K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.14% | $101M | 2.54M | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.13% | $850,069 | 20.0K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.13% | $397,394 | 8.1K | Q2 2026 |
| Exit Wealth Advisors, LLC.$195M AUM | 0.13% | $260,349 | 6.1K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.13% | $83M | 1.95M | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.13% | $10M | 243.0K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.13% | $241,617 | 5.2K | Q1 2026OLDER |
| Gimbal Financial$167M AUM | 0.13% | $210,902 | 5.0K | Q3 2025OLDER |
| Capital Planning LLC$307M AUM | 0.13% | $386,302 | 9.1K | Q1 2026OLDER |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 0.12% | $201,324 | 4.8K | Q3 2025OLDER |
| Keeler Thomas Management LLC$236M AUM | 0.12% | $289,623 | 6.8K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.12% | $330,478 | 7.8K | Q1 2026OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.12% | $289,400 | 6.4K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.12% | $1M | 27.6K | Q1 2026OLDER |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 0.12% | $242,304 | 5.7K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.12% | $5M | 121.0K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.12% | $4M | 84.1K | Q2 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.11% | $1M | 26.9K | Q2 2026 |
| Triton Wealth Management, PLLC$270M AUM | 0.11% | $308,760 | 7.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.11% | $55M | 1.30M | Q1 2026OLDER |
| Cypress Capital, LLC$370M AUM | 0.11% | $414,454 | 8.4K | Q2 2026 |
| Faithward Advisors, LLC$701M AUM | 0.11% | $784,060 | 19.0K | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.11% | $2M | 34.6K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.11% | $81M | 1.90M | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.11% | $22M | 445.3K | Q2 2026 |
| Osprey Private Wealth LLC$345M AUM | 0.10% | $360,824 | 8.5K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.10% | $274,170 | 6.4K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.10% | $2M | 41.7K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.10% | $2M | 42.8K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.10% | $53M | 1.25M | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.10% | $378,679 | 8.7K | Q4 2025OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.10% | $4M | 82.4K | Q1 2026OLDER |
| Certified Advisory Corp$1.2B AUM | 0.10% | $1M | 24.6K | Q2 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 0.10% | $677,540 | 15.9K | Q1 2026OLDER |
| Regent Peak Wealth Advisors LLC$490M AUM | 0.10% | $474,917 | 11.2K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.10% | $367,958 | 8.4K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.09% | $89M | 2.10M | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.09% | $1M | 31.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.09% | $80M | 1.87M | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.09% | $3M | 62.1K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.09% | $891,631 | 21.0K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.09% | $8M | 183.9K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.09% | $31M | 727.2K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.09% | $204,839 | 4.7K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.09% | $16M | 382.6K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.09% | $1M | 31.3K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.09% | $100,503 | 2.3K | Q4 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.09% | $4M | 86.1K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.08% | $212,178 | 4.9K | Q4 2025OLDER |
| Sonoma Allocations LLC$322M AUM | 0.08% | $264,348 | 5.4K | Q2 2026 |
| Stokes Family Office, LLC$969M AUM | 0.08% | $793,456 | 18.7K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.08% | $1M | 33.3K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.08% | $4M | 105.2K | Q1 2026OLDER |
| CIM, LLC$692M AUM | 0.08% | $561,886 | 13.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.08% | $3M | 66.8K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.08% | $5M | 120.3K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.08% | $355,135 | 7.2K | Q2 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.08% | $807,346 | 18.4K | Q4 2025OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.08% | $2M | 49.2K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.08% | $6M | 145.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.08% | $6M | 137.9K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$397M AUM | 0.08% | $309,676 | 6.3K | Q2 2026 |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.08% | $1M | 26.4K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.08% | $564,588 | 13.3K | Q1 2026OLDER |
| Colonial River Investments, LLC$279M AUM | 0.08% | $213,764 | 5.0K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.08% | $675,537 | 15.9K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.08% | $8M | 183.3K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.08% | $456,856 | 10.5K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.