COWZPACER FDS TR
CUSIP 69374H881 · Yahoo Finance ↗ · Google Finance ↗
Pacer Fds Tr (COWZ) has 871 institutional holders in Filings Flow’s 13F database, together reporting 192.88M shares worth $12.1B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Lpl Financial LLC, and Morgan Stanley.
Institutional Holders
871
Q1 2026
Reported Value
$12.1B
Ticker
COWZ
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.17% | $2.3B | 36.33M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.31% | $1.2B | 18.61M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.06% | $916M | 14.64M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.16% | $511M | 8.17M | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.29% | $478M | 7.64M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.08% | $407M | 6.51M | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.37% | $351M | 5.61M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.08% | $305M | 4.87M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.04% | $276M | 4.41M | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.34% | $232M | 3.70M | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.51% | $197M | 3.15M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.04% | $192M | 3.06M | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.26% | $190M | 3.03M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $134M | 2.15M | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.05% | $114M | 1.85M | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.64% | $114M | 1.82M | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.41% | $108M | 1.73M | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.11% | $108M | 1.73M | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.59% | $106M | 1.93M | Q2 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.08% | $88M | 1.40M | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.24% | $86M | 1.37M | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.10% | $62M | 994.5K | Q1 2026 |
| Capital Asset Advisory Services LLC$2.6B AUM | 2.30% | $60M | 950.0K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 1.01% | $58M | 968.1K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.10% | $55M | 877.4K | Q1 2026 |
| Evensky & Katz LLC$1.8B AUM | 2.98% | $52M | 838.5K | Q1 2026 |
| Provident Wealth Management, LLC$331M AUM | 15.48% | $51M | 817.9K | Q1 2026 |
| O'Brien Wealth Partners LLC$756M AUM | 6.62% | $50M | 831.7K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.42% | $50M | 795.3K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.10% | $49M | 785.8K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.12% | $49M | 783.5K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 2.45% | $45M | 717.2K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.06% | $44M | 704.9K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.26% | $42M | 678.9K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $41M | 647.9K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.95% | $40M | 641.0K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.02% | $39M | 624.0K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.20% | $38M | 614.8K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.04% | $38M | 602.0K | Q1 2026 |
| Northeast Financial Consultants Inc$2.4B AUM | 1.52% | $37M | 673.1K | Q2 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.71% | $37M | 587.0K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.23% | $36M | 591.7K | Q1 2026 |
| SFMG, LLC$1.5B AUM | 2.40% | $35M | 566.3K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.22% | $35M | 562.6K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.16% | $34M | 546.7K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.12% | $33M | 533.8K | Q1 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.20% | $32M | 518.9K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.99% | $32M | 518.5K | Q1 2026 |
| Apexium Financial, LP$2.1B AUM | 1.52% | $31M | 542.7K | Q3 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.56% | $31M | 492.9K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.52% | $31M | 490.9K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.23% | $31M | 488.8K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.47% | $30M | 486.0K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.17% | $30M | 480.0K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.05% | $29M | 469.1K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.03% | $28M | 454.5K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 2.54% | $28M | 452.6K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.35% | $28M | 449.8K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.92% | $27M | 490.8K | Q1 2026 |
| Paragon Capital Management Ltd$476M AUM | 5.57% | $27M | 423.9K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.62% | $26M | 412.6K | Q1 2026 |
| Presidio Capital Management, LLC$344M AUM | 7.50% | $26M | 412.6K | Q1 2026 |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 1.45% | $25M | 409.1K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.29% | $25M | 438.7K | Q3 2025OLDER |
| MATAURO, LLC$692M AUM | 3.64% | $25M | 402.8K | Q1 2026 |
| Wiser Wealth Management, Inc$464M AUM | 5.23% | $24M | 388.0K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.54% | $24M | 435.2K | Q2 2025OLDER |
| Decker Wealth Management LLC$456M AUM | 5.09% | $23M | 385.9K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.03% | $23M | 366.6K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 1.00% | $22M | 358.3K | Q1 2026 |
| Drucker Wealth 3.0, LLC$573M AUM | 3.91% | $22M | 358.3K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.51% | $22M | 353.1K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 1.25% | $21M | 333.7K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.05% | $20M | 322.9K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.67% | $20M | 318.9K | Q1 2026 |
| Wealth Group Ltd$439M AUM | 4.44% | $20M | 311.7K | Q1 2026 |
| Financial Security Advisor, Inc.$544M AUM | 3.50% | $19M | 304.8K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.21% | $19M | 303.3K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.23% | $19M | 300.3K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.10% | $19M | 299.3K | Q1 2026 |
| Inlight Wealth Management, LLC$270M AUM | 6.65% | $18M | 287.0K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.09% | $18M | 284.9K | Q1 2026 |
| Pacer Advisors, Inc.$35.6B AUM | 0.05% | $18M | 282.3K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.26% | $18M | 282.2K | Q1 2026 |
| PSI Advisors, LLC$418M AUM | 4.18% | $17M | 278.8K | Q1 2026 |
| Clay Northam Wealth Management, LLC$178M AUM | 9.73% | $17M | 276.9K | Q1 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 1.77% | $17M | 267.8K | Q1 2026 |
| Intelligence Driven Advisers, LLC$574M AUM | 2.90% | $17M | 265.5K | Q1 2026 |
| GLR Partners, LLC$183M AUM | 9.01% | $17M | 264.1K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.19% | $16M | 261.9K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.49% | $16M | 256.7K | Q1 2026 |
| Cyr Financial Inc.$170M AUM | 9.36% | $16M | 254.2K | Q1 2026 |
| Madrona Financial Services, LLC$457M AUM | 3.48% | $16M | 254.1K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.32% | $16M | 250.7K | Q1 2026 |
| Advisory Alpha, LLC$3.7B AUM | 0.43% | $16M | 250.3K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.95% | $16M | 249.5K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.36% | $16M | 249.4K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 1.04% | $15M | 243.6K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.16% | $15M | 242.1K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.41% | $15M | 236.3K | Q1 2026 |
| Plan Group Financial, LLC$426M AUM | 3.37% | $14M | 229.5K | Q1 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV$270M AUM | 5.30% | $14M | 237.7K | Q4 2025OLDER |
| Longview Financial Advisors, Inc.$171M AUM | 8.53% | $14M | 223.1K | Q1 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM | 2.89% | $14M | 242.7K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.19% | $14M | 222.8K | Q1 2026 |
| Sylvest Advisors, LLC$188M AUM | 7.34% | $14M | 220.8K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.85% | $14M | 220.2K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.03% | $14M | 219.8K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.45% | $14M | 218.9K | Q1 2026 |
| Copley Financial Group, Inc.$166M AUM | 8.11% | $13M | 214.9K | Q1 2026 |
| Financial Partners Group, Inc$836M AUM | 1.60% | $13M | 214.1K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.22% | $13M | 211.4K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.02% | $13M | 211.2K | Q1 2026 |
| Marble Wealth, LLC$571M AUM | 2.28% | $13M | 208.6K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.62% | $13M | 203.6K | Q1 2026 |
| XML Financial, LLC$1.2B AUM | 1.02% | $13M | 202.3K | Q1 2026 |
| Sanchez Wealth Management Group$462M AUM | 2.73% | $13M | 202.0K | Q1 2026 |
| GEN Financial Management, INC.$162M AUM | 7.79% | $13M | 201.2K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $13M | 200.0K | Q1 2026 |
| Ballast, Inc.$432M AUM | 2.88% | $12M | 198.8K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.22% | $12M | 202.2K | Q4 2025OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 3.34% | $12M | 193.1K | Q1 2026 |
| Navigation Group, LLC$427M AUM | 2.78% | $12M | 190.2K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.53% | $12M | 186.1K | Q1 2026 |
| Argo Wealth Advisory, LLC$170M AUM | 6.81% | $12M | 185.6K | Q1 2026 |
| Fermata Advisors, LLC$495M AUM | 2.61% | $12M | 185.3K | Q1 2026 |
| Tamar Securities, LLC$934M AUM | 1.23% | $12M | 184.3K | Q1 2026 |
| Owen LaRue, LLC$261M AUM | 4.40% | $11M | 183.1K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.91% | $11M | 182.5K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.03% | $11M | 181.3K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.18% | $11M | 178.9K | Q1 2026 |
| Fortune Financial Group, Inc.$111M AUM | 9.93% | $11M | 176.3K | Q1 2026 |
| Burns Matteson Capital Management, LLC$273M AUM | 4.04% | $11M | 176.3K | Q1 2026 |
| Accordant Advisory Group Inc$161M AUM | 6.80% | $11M | 175.5K | Q1 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV$347M AUM | 3.45% | $11M | 173.2K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.06% | $11M | 170.8K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.08% | $11M | 170.4K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $11M | 172.1K | Q1 2026 |
| SPC Financial, Inc.$1.3B AUM | 0.83% | $11M | 185.3K | Q3 2025OLDER |
| Lighthouse Wealth Management Inc.$147M AUM | 7.15% | $11M | 168.3K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.61% | $10M | 167.2K | Q1 2026 |
| PTM WEALTH MANAGEMENT, LLC$189M AUM | 5.44% | $10M | 164.1K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.16% | $10M | 163.3K | Q1 2026 |
| Mainsail Financial Group, LLC$240M AUM | 4.24% | $10M | 162.8K | Q1 2026 |
| Wood Tarver Financial Group, LLC$362M AUM | 2.79% | $10M | 161.1K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.24% | $10M | 161.0K | Q1 2026 |
| Altus Wealth Group LLC$244M AUM | 4.12% | $10M | 160.8K | Q1 2026 |
| CORA CAPITAL ADVISORS LLC$302M AUM | 3.33% | $10M | 160.7K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.14% | $10M | 159.2K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.07% | $10M | 155.6K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.09% | $10M | 176.1K | Q2 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $10M | 154.1K | Q1 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 1.40% | $9M | 151.2K | Q1 2026 |
| Pacific Wealth Management$186M AUM | 4.62% | $9M | 169.7K | Q2 2025OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.99% | $9M | 147.3K | Q1 2026 |
| Parcion Private Wealth LLC$1.6B AUM | 0.57% | $9M | 147.3K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.03% | $9M | 144.2K | Q1 2026 |
| Ted Buchan & Co$275M AUM | 3.27% | $9M | 143.9K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.09% | $9M | 141.0K | Q1 2026 |
| Guilbault Capital LLC$91M AUM | 9.59% | $9M | 139.9K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.23% | $9M | 137.8K | Q1 2026 |
| Fiduciary Alliance LLC$1.7B AUM | 0.52% | $9M | 139.4K | Q1 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.35% | $9M | 137.9K | Q1 2026 |
| Endowment Wealth Management, Inc.$226M AUM | 3.77% | $9M | 136.2K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.66% | $9M | 135.9K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.40% | $8M | 134.9K | Q1 2026 |
| Procyon Advisors, LLC$2.3B AUM | 0.39% | $8M | 126.3K | Q1 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.57% | $8M | 125.0K | Q1 2026 |
| Prota Financial, LLC$152M AUM | 5.62% | $8M | 129.7K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.16% | $8M | 120.3K | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.23% | $7M | 119.2K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.57% | $7M | 118.8K | Q1 2026 |
| Oxford Wealth Group, LLC$183M AUM | 4.05% | $7M | 118.4K | Q1 2026 |
| Atlas Wealth LLC$334M AUM | 2.20% | $7M | 117.4K | Q1 2026 |
| Proactive Wealth Strategies LLC$532M AUM | 1.38% | $7M | 117.0K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.41% | $7M | 116.7K | Q1 2026 |
| Modus Advisors, LLC$363M AUM | 1.98% | $7M | 114.8K | Q1 2026 |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 4.29% | $7M | 113.8K | Q1 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 1.45% | $7M | 111.8K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.07% | $7M | 111.6K | Q1 2026 |
| Clarus Wealth Advisors$235M AUM | 2.97% | $7M | 111.9K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.22% | $7M | 111.4K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 1.00% | $7M | 111.3K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.09% | $7M | 110.5K | Q1 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 3.35% | $7M | 110.1K | Q1 2026 |
| Americana Partners, LLC$3.9B AUM | 0.18% | $7M | 109.8K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.17% | $7M | 108.4K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.70% | $7M | 108.3K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.29% | $7M | 108.2K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.37% | $7M | 107.7K | Q1 2026 |
| Team Financial Group, LLC$220M AUM | 3.03% | $7M | 106.7K | Q1 2026 |
| Tempo Wealth, LLC$573M AUM | 1.15% | $7M | 105.1K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.38% | $7M | 104.6K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.29% | $7M | 104.5K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.50% | $7M | 104.2K | Q1 2026 |
| Winter & Associates, Inc.$133M AUM | 5.70% | $7M | 104.1K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.15% | $7M | 103.4K | Q1 2026 |
| Anson Capital, Inc.$146M AUM | 4.45% | $7M | 104.0K | Q1 2026 |
| RVW Wealth, LLC$1.5B AUM | 0.50% | $6M | 103.4K | Q1 2026 |
| TABLEAUX LLC$206M AUM | 3.09% | $6M | 102.0K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $6M | 120.8K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.31% | $6M | 101.5K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.16% | $6M | 101.5K | Q1 2026 |
| Granby Capital Management, LLC$174M AUM | 3.59% | $6M | 100.0K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.33% | $6M | 98.8K | Q1 2026 |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 4.11% | $6M | 98.0K | Q1 2026 |
| Tandem Investment Partners LLC$118M AUM | 5.14% | $6M | 97.0K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.04% | $6M | 93.7K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.04% | $6M | 93.3K | Q1 2026 |
| WealthPLAN Partners, LLC$518M AUM | 1.13% | $6M | 93.2K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.30% | $6M | 92.9K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.01% | $6M | 91.2K | Q1 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.37% | $6M | 91.2K | Q1 2026 |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 1.47% | $6M | 89.6K | Q1 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 2.38% | $6M | 89.2K | Q1 2026 |
| EPG Wealth Management LLC$369M AUM | 1.49% | $6M | 88.0K | Q1 2026 |
| Aspire Capital Advisors LLC$444M AUM | 1.23% | $5M | 87.3K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.23% | $5M | 86.3K | Q1 2026 |
| CMC Financial Group$51M AUM | 10.52% | $5M | 85.8K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.04% | $5M | 85.5K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.15% | $5M | 80.5K | Q1 2026 |
| Lunt Capital Management, Inc.$260M AUM | 1.92% | $5M | 79.8K | Q1 2026 |
| ODonnell Financial Services, LLC$290M AUM | 1.71% | $5M | 79.3K | Q1 2026 |
| Bedel Financial Consulting, Inc.$888M AUM | 0.55% | $5M | 77.8K | Q1 2026 |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 1.27% | $5M | 77.4K | Q1 2026 |
| LifeWealth Investments, LLC$374M AUM | 1.44% | $5M | 77.1K | Q1 2026 |
| UNIQUE WEALTH, LLC$723M AUM | 0.67% | $5M | 76.9K | Q1 2026 |
| BCS Wealth Management$490M AUM | 0.98% | $5M | 76.6K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $5M | 76.6K | Q1 2026 |
| GERBER, LLC$179M AUM | 2.63% | $5M | 78.3K | Q4 2025OLDER |
| FAGAN ASSOCIATES, INC.$719M AUM | 0.65% | $5M | 74.8K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.09% | $5M | 72.2K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.02% | $5M | 72.0K | Q1 2026 |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 2.57% | $4M | 81.3K | Q2 2025OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 2.78% | $4M | 76.9K | Q3 2025OLDER |
| Financial Guidance Group, Inc.$249M AUM | 1.74% | $4M | 69.3K | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 1.71% | $4M | 69.2K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.02% | $4M | 69.0K | Q1 2026 |
| Commerce Advisors, LLC$119M AUM | 3.62% | $4M | 68.9K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.01% | $4M | 68.7K | Q1 2026 |
| OakTrust Wealth Advisors, LLC$110M AUM | 3.89% | $4M | 68.4K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.02% | $4M | 67.8K | Q1 2026 |
| Cauble & Harre Wealth Management, Inc.$126M AUM | 3.38% | $4M | 67.2K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.04% | $4M | 67.6K | Q1 2026 |
| CAROLINAS WEALTH CONSULTING LLC$0 AUM | 0.91% | $4M | 77.0K | Q2 2025OLDER |
| Capital Analysts, LLC$3.8B AUM | 0.11% | $4M | 67.1K | Q1 2026 |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.20% | $4M | 71.5K | Q4 2025OLDER |
| Fortis Capital Management LLC$977M AUM | 0.42% | $4M | 65.2K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $4M | 65.4K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.07% | $4M | 65.1K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.03% | $4M | 65.0K | Q1 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 0.45% | $4M | 64.9K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.02% | $4M | 67.4K | Q4 2025OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.73% | $4M | 64.7K | Q1 2026 |
| RiverTree Advisors, LLC$158M AUM | 2.56% | $4M | 64.5K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.02% | $4M | 64.3K | Q1 2026 |
| American Alpha Advisors, LLC$188M AUM | 2.12% | $4M | 63.8K | Q1 2026 |
| Requisite Capital Management, LLC$537M AUM | 0.66% | $4M | 68.9K | Q3 2025OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.29% | $4M | 62.7K | Q1 2026 |
| JBR Co Financial Management Inc$274M AUM | 1.63% | $4M | 64.6K | Q1 2026 |
| USAdvisors Wealth Management, LLC$301M AUM | 1.29% | $4M | 62.5K | Q1 2026 |
| Post Resch Tallon Group Inc.$145M AUM | 3.13% | $4M | 61.9K | Q1 2026 |
| Symphony Financial Services, Inc.$195M AUM | 1.97% | $4M | 61.4K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $4M | 60.5K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 1.23% | $4M | 60.0K | Q1 2026 |
| First PREMIER Bank$433M AUM | 0.85% | $4M | 58.6K | Q1 2026 |
| Tactive Advisors, LLC$406M AUM | 1.03% | $4M | 58.2K | Q1 2026 |
| Sandbox Financial Partners, LLC$356M AUM | 1.02% | $4M | 58.0K | Q1 2026 |
| Fairscale Capital, LLC$145M AUM | 2.49% | $4M | 57.6K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $4M | 57.5K | Q1 2026 |
| MONEYWISE, INC.$229M AUM | 1.57% | $4M | 57.4K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.39% | $4M | 56.8K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.04% | $4M | 56.5K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.04% | $4M | 56.3K | Q1 2026 |
| Davis Investment Partners, LLC$283M AUM | 1.22% | $3M | 55.2K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.17% | $3M | 54.4K | Q1 2026 |
| Tyler-Stone Wealth Management$621M AUM | 0.55% | $3M | 61.5K | Q2 2025OLDER |
| Betterment LLC$52.8B AUM | 0.01% | $3M | 54.2K | Q1 2026 |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 1.75% | $3M | 53.2K | Q1 2026 |
| Madison Park Capital Advisors, LLC$140M AUM | 2.65% | $3M | 53.9K | Q1 2026 |
| Z3 Capital Partners, LLC$395M AUM | 0.85% | $3M | 53.7K | Q1 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM | 0.27% | $3M | 53.5K | Q1 2026 |
| WNY Asset Management, LLC$967M AUM | 0.35% | $3M | 53.5K | Q1 2026 |
| TrueWealth Advisors, LLC$444M AUM | 0.84% | $3M | 53.4K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.12% | $3M | 53.2K | Q1 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM | 1.40% | $3M | 53.0K | Q1 2026 |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.91% | $3M | 52.8K | Q1 2026 |
| Fortis Advisors, LLC$200M AUM | 1.64% | $3M | 52.5K | Q1 2026 |
| Broadleaf Partners, LLC$429M AUM | 0.76% | $3M | 52.1K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $3M | 52.0K | Q1 2026 |
| FORTEM FINANCIAL GROUP, LLC$399M AUM | 0.93% | $3M | 56.5K | Q3 2025OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.29% | $3M | 51.8K | Q1 2026 |
| VVR Holdings LLC$194M AUM | 1.65% | $3M | 51.0K | Q1 2026 |
| Ankerstar Wealth, LLC$95M AUM | 3.31% | $3M | 50.1K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $3M | 50.1K | Q1 2026 |
| Petros Family Wealth, LLC$140M AUM | 2.22% | $3M | 49.9K | Q1 2026 |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.52% | $3M | 54.3K | Q3 2025OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.51% | $3M | 48.3K | Q1 2026 |
| IFG Advisory, LLC$35M AUM | 0.13% | $3M | 48.8K | Q4 2025OLDER |
| Stillwater Wealth Management Group$162M AUM | 1.81% | $3M | 46.8K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 46.7K | Q1 2026 |
| Firestone Capital Management$480M AUM | 0.61% | $3M | 46.7K | Q1 2026 |
| AVALON CAPITAL MANAGEMENT$354M AUM | 0.78% | $3M | 52.9K | Q2 2025OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.13% | $3M | 46.3K | Q1 2026 |
| Breachway Investments LLC$104M AUM | 2.75% | $3M | 46.0K | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.40% | $3M | 45.5K | Q1 2026 |
| Smith Thornton Advisors LLC$199M AUM | 1.43% | $3M | 45.4K | Q1 2026 |
| Paragon Private Wealth Management, LLC$320M AUM | 0.88% | $3M | 45.1K | Q1 2026 |
| Copia Wealth Management$146M AUM | 1.93% | $3M | 44.9K | Q1 2026 |
| AlTi Global, Inc.$4.6B AUM | 0.06% | $3M | 44.6K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.15% | $3M | 44.2K | Q1 2026 |
| Vavra Capital Management, LLC$103M AUM | 2.68% | $3M | 44.1K | Q1 2026 |
| OPINICUS CAPITAL, INC.$142M AUM | 1.94% | $3M | 44.1K | Q1 2026 |
| Waycross Investment Management Co$105M AUM | 2.60% | $3M | 43.6K | Q1 2026 |
| Swisher Financial Concepts, Inc.$179M AUM | 1.51% | $3M | 43.1K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.01% | $3M | 42.7K | Q1 2026 |
| WealthTrak Capital Management LLC$140M AUM | 1.90% | $3M | 42.4K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.03% | $3M | 42.3K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.17% | $3M | 42.7K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.11% | $3M | 41.4K | Q1 2026 |
| Apollon Financial, LLC$723M AUM | 0.36% | $3M | 41.4K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.10% | $3M | 41.4K | Q1 2026 |
| Prairie Sky Financial Group LLC$182M AUM | 1.42% | $3M | 46.8K | Q2 2025OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.19% | $3M | 41.0K | Q1 2026 |
| ATLANTIC FAMILY WEALTH, LLC$138M AUM | 1.84% | $3M | 40.8K | Q1 2026 |
| Stegent Equity Advisors, Inc.$117M AUM | 2.16% | $3M | 40.6K | Q1 2026 |
| Centurion Wealth Management LLC$418M AUM | 0.56% | $2M | 39.8K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $2M | 39.8K | Q1 2026 |
| Wilkerson Advisory Group LLC$291M AUM | 0.85% | $2M | 39.5K | Q1 2026 |
| Ellis Investment Partners, LLC$576M AUM | 0.42% | $2M | 39.1K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.05% | $2M | 40.3K | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.06% | $2M | 38.4K | Q1 2026 |
| High Net Worth Advisory Group LLC$429M AUM | 0.55% | $2M | 38.0K | Q1 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.12% | $2M | 37.9K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.02% | $2M | 37.8K | Q1 2026 |
| NCM Capital Management, LLC$279M AUM | 0.84% | $2M | 37.3K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.10% | $2M | 37.3K | Q1 2026 |
| Pasadena Private Wealth, LLC$723M AUM | 0.32% | $2M | 37.0K | Q1 2026 |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.19% | $2M | 37.0K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.13% | $2M | 37.2K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $2M | 36.7K | Q1 2026 |
| Atlas Wealth Partners, LLC$97M AUM | 2.32% | $2M | 36.1K | Q1 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.13% | $2M | 36.0K | Q1 2026 |
| Trademark Financial Management, LLC$204M AUM | 1.09% | $2M | 35.5K | Q1 2026 |
| PEAK FINANCIAL ADVISORS LLC$226M AUM | 0.97% | $2M | 34.9K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.04% | $2M | 34.5K | Q1 2026 |
| Brio Consultants, LLC$818M AUM | 0.26% | $2M | 33.7K | Q1 2026 |
| QTR Family Wealth, LLC$240M AUM | 0.89% | $2M | 34.6K | Q1 2026 |
| Evolution Wealth Advisors, LLC$981M AUM | 0.22% | $2M | 34.0K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.12% | $2M | 33.9K | Q1 2026 |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.15% | $2M | 33.7K | Q1 2026 |
| J2 Capital Management Inc$146M AUM | 1.45% | $2M | 33.7K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.16% | $2M | 33.6K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.07% | $2M | 33.2K | Q1 2026 |
| Heritage Wealth Management, Inc.$202M AUM | 1.03% | $2M | 33.2K | Q1 2026 |
| Compass Ion Advisors, LLC$1.0B AUM | 0.20% | $2M | 33.0K | Q1 2026 |
| ERn Financial, LLC$532M AUM | 0.38% | $2M | 32.6K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.14% | $2M | 32.7K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.39% | $2M | 32.5K | Q1 2026 |
| STAPP WEALTH MANAGEMENT, PLLC$78M AUM | 2.58% | $2M | 32.3K | Q1 2026 |
| SigFig Wealth Management, LLC$3.8B AUM | 0.06% | $2M | 32.0K | Q1 2026 |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.05% | $2M | 34.3K | Q3 2025OLDER |
| Davidson Kahn Capital Management, LLC$188M AUM | 1.05% | $2M | 30.9K | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.07% | $2M | 31.5K | Q1 2026 |
| Edge Financial Advisors LLC$97M AUM | 2.04% | $2M | 36.1K | Q4 2025OLDER |
| OFC FINANCIAL PLANNING, LLC$102M AUM | 1.93% | $2M | 31.4K | Q1 2026 |
| Goldstein Advisors, LLC$900M AUM | 0.22% | $2M | 31.2K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.05% | $2M | 30.5K | Q1 2026 |
| Smart Portfolios, LLC$100M AUM | 1.89% | $2M | 30.4K | Q1 2026 |
| Hudock, Inc.$680M AUM | 0.28% | $2M | 30.3K | Q1 2026 |
| SFI Advisors, LLC$95M AUM | 1.96% | $2M | 29.9K | Q1 2026 |
| PCG Wealth Advisors, LLC$395M AUM | 0.47% | $2M | 29.7K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 32.2K | Q3 2025OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.28% | $2M | 29.7K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.16% | $2M | 29.5K | Q1 2026 |
| HF Advisory Group, LLC$323M AUM | 0.63% | $2M | 29.5K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.02% | $2M | 29.4K | Q1 2026 |
| Diversified Trust Co$5.4B AUM | 0.03% | $2M | 29.4K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.13% | $2M | 29.3K | Q1 2026 |
| IAM Advisory, LLC$446M AUM | 0.41% | $2M | 29.0K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.06% | $2M | 28.8K | Q1 2026 |
| Creekmur Asset Management LLC$1M AUM | 0.30% | $2M | 31.3K | Q3 2025OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.67% | $2M | 28.8K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.08% | $2M | 28.7K | Q1 2026 |
| Oder Investment Management, LLC$130M AUM | 1.38% | $2M | 28.7K | Q1 2026 |
| Coquina Private Wealth LLC$124M AUM | 1.40% | $2M | 27.8K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.07% | $2M | 27.8K | Q1 2026 |
| Investment Partners Asset Management, Inc.$162M AUM | 1.07% | $2M | 27.7K | Q1 2026 |
| Paragon Advisors, LLC$371M AUM | 0.46% | $2M | 27.5K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 27.3K | Q1 2026 |
| Unified Investment Management$98M AUM | 1.74% | $2M | 27.3K | Q1 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.39% | $2M | 26.9K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.06% | $2M | 26.9K | Q1 2026 |
| Pursuit Wealth Management LLC$116M AUM | 1.44% | $2M | 27.9K | Q4 2025OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.03% | $2M | 26.5K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.05% | $2M | 25.8K | Q1 2026 |
| Echo Wealth Management, LLC$174M AUM | 0.93% | $2M | 25.8K | Q1 2026 |
| Colonial River Investments, LLC$279M AUM | 0.57% | $2M | 25.6K | Q1 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.23% | $2M | 28.1K | Q2 2025OLDER |
| Next Level Private LLC$511M AUM | 0.36% | $2M | 25.2K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 25.2K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.06% | $2M | 25.2K | Q1 2026 |
| Compass Advisory Group LLC$374M AUM | 0.42% | $2M | 25.1K | Q1 2026 |
| GK Wealth Management LLC$190M AUM | 1.04% | $2M | 26.1K | Q4 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.04% | $2M | 25.0K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.06% | $2M | 24.9K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.83% | $2M | 24.9K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.12% | $2M | 25.6K | Q4 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.05% | $2M | 25.0K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.06% | $2M | 24.5K | Q1 2026 |
| ROVIN CAPITAL /UT/ /ADV$377M AUM | 0.41% | $2M | 25.4K | Q4 2025OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.64% | $2M | 24.2K | Q1 2026 |
| Insight Wealth Partners, LLC$713M AUM | 0.21% | $2M | 24.2K | Q1 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.45% | $2M | 24.1K | Q1 2026 |
| IFS Group,LLC$112M AUM | 1.34% | $2M | 24.1K | Q1 2026 |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.11% | $1M | 23.9K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.03% | $1M | 23.5K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.26% | $1M | 24.5K | Q4 2025OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.51% | $1M | 23.4K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1M | 23.2K | Q1 2026 |
| White Knight Strategic Wealth Advisors, LLC$119M AUM | 1.22% | $1M | 23.1K | Q1 2026 |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.68% | $1M | 23.0K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 23.9K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.03% | $1M | 23.8K | Q4 2025OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.37% | $1M | 22.8K | Q1 2026 |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.45% | $1M | 22.8K | Q1 2026 |
| Lewis Asset Management, LLC$245M AUM | 0.58% | $1M | 22.6K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.04% | $1M | 22.6K | Q1 2026 |
| Global Financial Private Client, LLC$306M AUM | 0.46% | $1M | 22.4K | Q1 2026 |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.05% | $1M | 22.1K | Q1 2026 |
| Stonebridge Financial Group, LLC / MO$119M AUM | 1.16% | $1M | 22.1K | Q1 2026 |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.41% | $1M | 22.0K | Q1 2026 |
| AllSquare Wealth Management LLC$189M AUM | 0.72% | $1M | 23.6K | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.07% | $1M | 21.6K | Q1 2026 |
| Allie Family Office LLC$228M AUM | 0.59% | $1M | 21.6K | Q1 2026 |
| Trivium Point Advisory, LLC$553M AUM | 0.14% | $1M | 22.3K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $1M | 21.4K | Q1 2026 |
| Sloy Dahl & Holst, LLC$728M AUM | 0.18% | $1M | 21.4K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.08% | $1M | 21.1K | Q1 2026 |
| Strategic Equity Management$266M AUM | 0.49% | $1M | 21.0K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.22% | $1M | 21.0K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.74% | $1M | 22.9K | Q3 2025OLDER |
| DHK Financial Advisors, Inc.$174M AUM | 0.75% | $1M | 23.8K | Q2 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.07% | $1M | 20.9K | Q1 2026 |
| Investor's Fiduciary Advisor Network, LLC$326M AUM | 0.40% | $1M | 20.8K | Q1 2026 |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.17% | $1M | 20.8K | Q1 2026 |
| BlueChip Wealth Advisors LLC$228M AUM | 0.57% | $1M | 20.9K | Q1 2026 |
| Powers Advisory Group, LLC$284M AUM | 0.45% | $1M | 20.3K | Q1 2026 |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.14% | $1M | 20.1K | Q1 2026 |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.04% | $1M | 20.1K | Q1 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC$174M AUM | 0.72% | $1M | 20.0K | Q1 2026 |
| Vivid Wealth Management, LLC$247M AUM | 0.50% | $1M | 19.9K | Q1 2026 |
| TruWealth Advisors, LLC$2.1B AUM | 0.06% | $1M | 19.9K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $1M | 19.7K | Q1 2026 |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 0.24% | $1M | 19.4K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.03% | $1M | 19.4K | Q1 2026 |
| HICKORY ASSET MANAGEMENT, INC.$121M AUM | 1.00% | $1M | 22.0K | Q2 2025OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.25% | $1M | 19.3K | Q1 2026 |
| Dedeker Financial LLC$115M AUM | 1.05% | $1M | 19.3K | Q1 2026 |
| Sun Financial Inc$200M AUM | 0.61% | $1M | 19.2K | Q1 2026 |
| Empire Financial Management Company, LLC$442M AUM | 0.27% | $1M | 19.2K | Q1 2026 |
| BigSur Wealth Management LLC$356M AUM | 0.34% | $1M | 19.2K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.06% | $1M | 19.2K | Q1 2026 |
| Garden State Investment Advisory Services LLC$455M AUM | 0.26% | $1M | 19.1K | Q1 2026 |
| VICUS CAPITAL$1.4B AUM | 0.09% | $1M | 19.0K | Q1 2026 |
| AMG Asset Management Group, Inc.$129M AUM | 0.91% | $1M | 18.8K | Q1 2026 |
| Tripletail Wealth Management, LLC$73M AUM | 1.60% | $1M | 18.7K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.16% | $1M | 21.2K | Q2 2025OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 0.09% | $1M | 18.3K | Q1 2026 |
| Lowe Wealth Advisors, LLC$274M AUM | 0.42% | $1M | 19.9K | Q3 2025OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.26% | $1M | 18.0K | Q1 2026 |
| Monetary Solutions, Ltd$103M AUM | 1.08% | $1M | 17.9K | Q1 2026 |
| Aberdeen Group plc$61.9B AUM | 0.00% | $1M | 19.2K | Q3 2025OLDER |
| Windsor Advisory Group, LLC$120M AUM | 0.91% | $1M | 17.4K | Q1 2026 |
| Wealth Management Partners, LLC$350M AUM | 0.35% | $1M | 18.9K | Q3 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $1M | 17.3K | Q1 2026 |
| Defender Capital, LLC.$308M AUM | 0.36% | $1M | 19.5K | Q2 2025OLDER |
| Flagship Capital Management Inc.$136M AUM | 0.79% | $1M | 17.2K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.07% | $1M | 17.1K | Q1 2026 |
| 1858 WEALTH MANAGEMENT, LLC$142M AUM | 0.75% | $1M | 18.5K | Q3 2025OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.59% | $1M | 17.0K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $1M | 16.9K | Q1 2026 |
| Lokken Investment Group LLC$291M AUM | 0.36% | $1M | 18.3K | Q3 2025OLDER |
| Sepio Capital, LP$1.8B AUM | 0.07% | $1M | 19.1K | Q2 2025OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.36% | $1M | 16.8K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.02% | $1M | 16.6K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $1M | 16.6K | Q1 2026 |
| Canvas Wealth Advisors, LLC$588M AUM | 0.18% | $1M | 16.5K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.07% | $1M | 16.4K | Q1 2026 |
| M Holdings Securities, Inc.$1.5B AUM | 0.18% | $1M | 18.6K | Q2 2025OLDER |
| KOM Wealth Management Group, LLC$147M AUM | 0.70% | $1M | 16.4K | Q1 2026 |
| Lion Street Advisors, LLC$289M AUM | 0.31% | $1M | 18.6K | Q2 2025OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.03% | $1M | 16.3K | Q1 2026 |
| Cypress Wealth Services, LLC$708M AUM | 0.14% | $1M | 16.2K | Q1 2026 |
| Rubicon Advisors, GP$115M AUM | 0.88% | $1M | 16.2K | Q1 2026 |
| Resurgent Financial Advisors LLC$277M AUM | 0.36% | $1M | 16.1K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 16.0K | Q1 2026 |
| BlueStem Wealth Partners, LLC$900M AUM | 0.11% | $998,411 | 16.0K | Q1 2026 |
| ARWA LLC$202M AUM | 0.49% | $994,137 | 16.0K | Q1 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.15% | $988,632 | 15.8K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.