DGROISHARES TR
CUSIP 46434V621 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (DGRO) has 1,298 institutional holders in Filings Flow’s 13F database, together reporting 306.01M shares worth $21.2B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Bank Of America Corp /De/, and Morgan Stanley.
Institutional Holders
1,298
Q1 2026
Reported Value
$21.2B
Ticker
DGRO
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Seven Springs Wealth Group, LLC$432M AUM | 18.56% | $80M | 1.14M | Q1 2026 |
| Adirondack Capital Advisors, LLC$156M AUM | 17.13% | $27M | 380.1K | Q1 2026 |
| Altus Wealth Management, LLC$225M AUM | 13.78% | $31M | 441.6K | Q1 2026 |
| 46 Peaks LLC$137M AUM | 13.77% | $19M | 269.4K | Q1 2026 |
| Gratus Wealth Advisors, LLC$691M AUM | 12.36% | $85M | 1.22M | Q1 2026 |
| Alliance Wealth Advisors, LLC$308M AUM | 11.97% | $27M | 389.6K | Q1 2026 |
| SVRN Asset Management, LLC$103M AUM | 11.74% | $12M | 172.7K | Q1 2026 |
| Objectivity Squared, LLC$159M AUM | 11.33% | $18M | 256.1K | Q1 2026 |
| Silver Coast Investments LLC$313M AUM | 10.07% | $32M | 449.7K | Q1 2026 |
| KOM Wealth Management Group, LLC$147M AUM | 9.52% | $14M | 199.0K | Q1 2026 |
| SFAM, LLC$108M AUM | 9.15% | $10M | 140.6K | Q1 2026 |
| Talisman Wealth Advisors LLC$124M AUM | 9.07% | $11M | 167.6K | Q1 2026 |
| FFT WEALTH MANAGEMENT LLC$552M AUM | 9.01% | $50M | 708.7K | Q1 2026 |
| Targeted Financial Services LLC$122M AUM | 8.93% | $11M | 155.1K | Q1 2026 |
| Strategies Wealth Advisors, LLC$995M AUM | 8.91% | $89M | 1.26M | Q1 2026 |
| Provident Wealth Management, LLC$331M AUM | 8.91% | $29M | 419.6K | Q1 2026 |
| O'Dell Group, LLC$466M AUM | 8.88% | $41M | 608.0K | Q3 2025OLDER |
| Wolff Financial Management LLC$453M AUM | 8.79% | $40M | 566.6K | Q1 2026 |
| IFS Advisors, LLC$194M AUM | 8.72% | $17M | 241.1K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 8.66% | $592M | 8.43M | Q1 2026 |
| Summit Investment Advisory Services, LLC$269M AUM | 8.66% | $23M | 332.0K | Q1 2026 |
| Meridian Financial Partners LLC$263M AUM | 8.60% | $23M | 320.9K | Q1 2026 |
| Fairway Financial, LLC$132M AUM | 8.54% | $11M | 160.0K | Q1 2026 |
| Smith Anglin Financial, LLC$1.1B AUM | 8.49% | $94M | 1.47M | Q2 2025OLDER |
| LifeGoal Investments, LLC$218M AUM | 8.44% | $15M | 210.1K | Q1 2026 |
| SWEENEY & MICHEL, LLC$340M AUM | 8.15% | $28M | 383.6K | Q1 2026 |
| DAGCO, INC.$461M AUM | 7.91% | $36M | 519.7K | Q1 2026 |
| Scott Capital Advisors, LLC$639M AUM | 7.85% | $39M | 539.6K | Q1 2026 |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 7.65% | $45M | 642.7K | Q1 2026 |
| Presidio Capital Management, LLC$344M AUM | 7.53% | $26M | 369.4K | Q1 2026 |
| PFS Partners, LLC$218M AUM | 7.41% | $16M | 230.3K | Q1 2026 |
| Powers Advisory Group, LLC$284M AUM | 7.31% | $21M | 295.5K | Q1 2026 |
| Prota Financial, LLC$152M AUM | 7.11% | $10M | 142.3K | Q1 2026 |
| ProVise Management Group, LLC$1.4B AUM | 7.08% | $98M | 1.40M | Q1 2026 |
| Tandem Wealth Advisors LLC$224M AUM | 7.07% | $16M | 226.0K | Q1 2026 |
| Ledyard National Bank$1.2B AUM | 6.95% | $80M | 1.14M | Q1 2026 |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 6.94% | $13M | 179.2K | Q1 2026 |
| Madson Wealth Advisors Inc$120M AUM | 6.82% | $8M | 116.9K | Q1 2026 |
| Custos Family Office, LLC$147M AUM | 6.34% | $9M | 133.8K | Q4 2025OLDER |
| SHP Wealth Management$1.3B AUM | 6.34% | $84M | 1.20M | Q1 2026 |
| Hoese & Co LLP$135M AUM | 6.30% | $8M | 120.9K | Q1 2026 |
| Sterling Manor Financial, LLC$160M AUM | 6.21% | $10M | 141.5K | Q1 2026 |
| American Trust$1.1B AUM | 6.16% | $70M | 993.8K | Q1 2026 |
| Forbes Financial Planning, Inc.$173M AUM | 6.02% | $10M | 148.5K | Q1 2026 |
| Capital Planning LLC$307M AUM | 5.90% | $18M | 258.3K | Q1 2026 |
| FORM Wealth Advisors, LLC$854M AUM | 5.88% | $50M | 715.4K | Q1 2026 |
| BEACON ADVISORS HOLDINGS, LLC$187M AUM | 5.85% | $11M | 155.7K | Q1 2026 |
| ADG Wealth Management Group, LLC$145M AUM | 5.63% | $8M | 116.0K | Q1 2026 |
| Wright Wealth LLC$149M AUM | 5.45% | $8M | 116.1K | Q1 2026 |
| JGP Wealth Management, LLC$1.1B AUM | 5.31% | $51M | 727.2K | Q1 2026 |
| Legacy Financial Strategies, LLC$554M AUM | 5.25% | $29M | 414.4K | Q1 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM | 5.21% | $59M | 835.2K | Q1 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 5.08% | $24M | 348.7K | Q1 2026 |
| Conservest Capital Advisors, Inc.$1.1B AUM | 5.05% | $56M | 793.4K | Q1 2026 |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 5.01% | $18M | 258.7K | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 4.97% | $32M | 461.3K | Q1 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 4.79% | $58M | 829.7K | Q1 2026 |
| Atwater Malick LLC$370M AUM | 4.75% | $18M | 250.7K | Q1 2026 |
| Meridian Financial Advisors, LLC$183M AUM | 4.73% | $9M | 123.4K | Q1 2026 |
| Regent Peak Wealth Advisors LLC$490M AUM | 4.71% | $23M | 329.0K | Q1 2026 |
| Keenan, LLC$119M AUM | 4.70% | $6M | 80.1K | Q1 2026 |
| Flagship Capital Management Inc.$136M AUM | 4.67% | $6M | 90.6K | Q1 2026 |
| Rooted Wealth Advisors, Inc.$379M AUM | 4.59% | $17M | 237.9K | Q1 2026 |
| Cadia Private Client LLC$123M AUM | 4.50% | $6M | 78.9K | Q1 2026 |
| MORTON COMMUNITY BANK$460M AUM | 4.46% | $21M | 292.4K | Q1 2026 |
| Davidson Capital Management Inc.$552M AUM | 4.46% | $25M | 350.4K | Q1 2026 |
| Accel Wealth Management$383M AUM | 4.45% | $17M | 243.0K | Q1 2026 |
| TRB Wealth Management, LLC$704M AUM | 4.38% | $31M | 439.3K | Q1 2026 |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 4.38% | $10M | 142.2K | Q1 2026 |
| AtlasMark Financial, Inc$155M AUM | 4.36% | $7M | 97.2K | Q1 2026 |
| TME FINANCIAL, INC.$144M AUM | 4.24% | $6M | 87.2K | Q1 2026 |
| LEIGH BALDWIN & CO., LLC$154M AUM | 4.23% | $7M | 93.2K | Q1 2026 |
| FC Advisory LLC$378M AUM | 4.08% | $14M | 199.3K | Q1 2026 |
| Lynch Investment Planning, LLC$111M AUM | 4.00% | $4M | 63.5K | Q1 2026 |
| Pearl Planning LLC$187M AUM | 4.00% | $7M | 106.5K | Q1 2026 |
| PSI Advisors, LLC$418M AUM | 3.93% | $16M | 233.8K | Q1 2026 |
| D'Orazio & Associates, Inc.$772M AUM | 3.91% | $30M | 430.4K | Q1 2026 |
| Vista Cima Wealth Management LLC$101M AUM | 3.87% | $4M | 55.8K | Q1 2026 |
| Bernard Wealth Management Corp.$234M AUM | 3.84% | $9M | 128.2K | Q1 2026 |
| Northeast Financial Consultants Inc$2.4B AUM | 3.82% | $93M | 1.46M | Q2 2025OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 3.78% | $133M | 1.90M | Q1 2026 |
| Argent Advisors, Inc.$366M AUM | 3.76% | $14M | 196.0K | Q1 2026 |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 3.63% | $22M | 321.0K | Q3 2025OLDER |
| CLEAR WAVE WEALTH MANAGEMENT LLC$463M AUM | 3.59% | $17M | 236.9K | Q1 2026 |
| Alhambra Investment Management LLC$217M AUM | 3.58% | $8M | 110.5K | Q1 2026 |
| Stillwater Wealth Management Group$162M AUM | 3.57% | $6M | 82.3K | Q1 2026 |
| Johnson & White Wealth Management, LLC$236M AUM | 3.50% | $8M | 117.8K | Q1 2026 |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 3.46% | $9M | 122.3K | Q1 2026 |
| Directional Asset Management$109M AUM | 3.45% | $4M | 53.8K | Q1 2026 |
| Matisse Capital$234M AUM | 3.34% | $8M | 111.6K | Q1 2026 |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 3.33% | $14M | 78.4K | Q4 2025OLDER |
| XML Financial, LLC$1.2B AUM | 3.26% | $40M | 576.0K | Q1 2026 |
| TriaGen Wealth Management LLC$366M AUM | 3.22% | $12M | 168.0K | Q1 2026 |
| Stonebridge Financial Planning Group, LLC$272M AUM | 3.21% | $9M | 124.5K | Q1 2026 |
| LGL PARTNERS, LLC$243M AUM | 3.15% | $8M | 109.0K | Q1 2026 |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 3.15% | $8M | 112.6K | Q1 2026 |
| HF Advisory Group, LLC$323M AUM | 3.13% | $9M | 130.9K | Q1 2026 |
| Quad-Cities Investment Group, LLC$278M AUM | 3.06% | $8M | 109.5K | Q1 2026 |
| Allegheny Financial Group$742M AUM | 3.04% | $23M | 321.1K | Q1 2026 |
| TBH Global Asset Management, LLC$497M AUM | 3.00% | $15M | 212.3K | Q1 2026 |
| Madison Wealth Partners, Inc$627M AUM | 2.98% | $19M | 266.5K | Q1 2026 |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 2.94% | $8M | 107.6K | Q1 2026 |
| Innovative Wealth Building LLC$142M AUM | 2.93% | $4M | 59.4K | Q1 2026 |
| EQ LLC$355M AUM | 2.92% | $10M | 147.6K | Q1 2026 |
| WealthPLAN Partners, LLC$518M AUM | 2.92% | $15M | 215.2K | Q1 2026 |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 2.88% | $5M | 76.3K | Q1 2026 |
| Confluence Wealth Services, Inc.$2.6B AUM | 2.86% | $74M | 1.05M | Q1 2026 |
| Autumn Glory Partners, LLC$272M AUM | 2.81% | $8M | 109.2K | Q1 2026 |
| Compass Ion Advisors, LLC$1.0B AUM | 2.80% | $29M | 419.2K | Q1 2026 |
| Financial Concepts Unlimited, Inc.$112M AUM | 2.79% | $3M | 44.4K | Q1 2026 |
| Atlas Private Wealth Advisors$425M AUM | 2.79% | $12M | 168.9K | Q1 2026 |
| CONSILIO WEALTH ADVISORS, LLC$342M AUM | 2.75% | $9M | 134.4K | Q1 2026 |
| Centricity Wealth Management, LLC$125M AUM | 2.74% | $3M | 53.5K | Q2 2025OLDER |
| COFG Advisors, LLC$404M AUM | 2.72% | $11M | 156.9K | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 2.72% | $131M | 1.87M | Q1 2026 |
| Modus Advisors, LLC$363M AUM | 2.70% | $10M | 139.9K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 2.68% | $1.2B | 17.43M | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 2.64% | $7M | 103.8K | Q1 2026 |
| Twelve Points Wealth Management LLC$455M AUM | 2.62% | $12M | 169.6K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 2.60% | $59M | 844.0K | Q1 2026 |
| Litman Gregory Wealth Management LLC$1.4B AUM | 2.55% | $35M | 503.0K | Q4 2025OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 2.49% | $37M | 530.5K | Q1 2026 |
| Capital Developers, LLC$111M AUM | 2.48% | $3M | 39.3K | Q1 2026 |
| Smith Thornton Advisors LLC$199M AUM | 2.45% | $5M | 69.5K | Q1 2026 |
| Buck Wealth Strategies, LLC$810M AUM | 2.37% | $19M | 273.7K | Q1 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC$122M AUM | 2.35% | $3M | 40.7K | Q1 2026 |
| Milestone Asset Management Group, LLC$171M AUM | 2.32% | $4M | 56.6K | Q1 2026 |
| APS Management Group, Inc.$130M AUM | 2.30% | $3M | 38.3K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 2.27% | $35M | 500.7K | Q1 2026 |
| Well Done, LLC$681M AUM | 2.27% | $15M | 220.2K | Q1 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 2.27% | $8M | 112.4K | Q4 2025OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 2.26% | $86M | 1.22M | Q1 2026 |
| Churchill Financial Advisors, LLC$476M AUM | 2.22% | $11M | 150.2K | Q1 2026 |
| Red Tortoise LLC$240M AUM | 2.20% | $5M | 75.2K | Q1 2026 |
| Endowment Wealth Management, Inc.$226M AUM | 2.18% | $5M | 70.2K | Q1 2026 |
| Riverbend Wealth Management, LLC$175M AUM | 2.15% | $4M | 53.5K | Q1 2026 |
| Bonfire Financial$133M AUM | 2.09% | $3M | 39.7K | Q1 2026 |
| Centerpoint Advisory Group$133M AUM | 2.07% | $3M | 39.3K | Q1 2026 |
| Wela Strategies, Inc.$264M AUM | 2.06% | $5M | 79.6K | Q3 2025OLDER |
| CORRECT CAPITAL WEALTH MANAGEMENT$536M AUM | 2.03% | $11M | 154.9K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 1.99% | $138M | 1.97M | Q1 2026 |
| Lantern Wealth Advisors, LLC$195M AUM | 1.96% | $4M | 54.4K | Q1 2026 |
| Flavin Financial Services, Inc.$149M AUM | 1.89% | $3M | 40.1K | Q1 2026 |
| Oak Barrel Wealth Advisory LLC$167M AUM | 1.86% | $3M | 44.8K | Q1 2026 |
| Emissary Wealth LLC$107M AUM | 1.86% | $2M | 28.2K | Q1 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 1.85% | $219M | 3.11M | Q1 2026 |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 1.85% | $6M | 89.7K | Q1 2026 |
| Eagle Strategies LLC$837M AUM | 1.84% | $15M | 218.9K | Q1 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 1.83% | $14M | 193.7K | Q1 2026 |
| MFA Wealth Services$151M AUM | 1.78% | $3M | 38.4K | Q1 2026 |
| Tranquility Partners, LLC$265M AUM | 1.77% | $5M | 68.2K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 1.75% | $52M | 736.6K | Q1 2026 |
| Post Resch Tallon Group Inc.$145M AUM | 1.74% | $2M | 30.6K | Q1 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM | 1.73% | $11M | 154.7K | Q1 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 1.73% | $2M | 28.1K | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 1.72% | $11M | 150.1K | Q1 2026 |
| Carr Financial Group Corp$379M AUM | 1.71% | $6M | 92.4K | Q1 2026 |
| Crumly & Associates Inc.$522M AUM | 1.70% | $8M | 115.4K | Q1 2026 |
| Norway Savings Bank$239M AUM | 1.68% | $4M | 50.5K | Q1 2026 |
| Samalin Investment Counsel, LLC$282M AUM | 1.67% | $5M | 67.3K | Q1 2026 |
| Jackson Wealth Management, LLC$972M AUM | 1.67% | $16M | 231.0K | Q1 2026 |
| Wealth Group Ltd$439M AUM | 1.66% | $7M | 103.9K | Q1 2026 |
| Colonial Trust Advisors$1.3B AUM | 1.63% | $21M | 299.1K | Q1 2026 |
| VICUS CAPITAL$1.4B AUM | 1.62% | $22M | 314.7K | Q1 2026 |
| ATX Financial Planning, LLC$132M AUM | 1.62% | $2M | 30.4K | Q1 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 1.60% | $4M | 61.0K | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 1.58% | $12M | 165.8K | Q1 2026 |
| Echo Wealth Management, LLC$174M AUM | 1.57% | $3M | 38.9K | Q1 2026 |
| KPP Advisory Services LLC$689M AUM | 1.56% | $11M | 153.5K | Q1 2026 |
| Professional Financial Advisors, LLC$578M AUM | 1.56% | $8M | 109.3K | Q1 2026 |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 1.56% | $8M | 120.2K | Q3 2025OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 1.52% | $8M | 111.6K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 1.50% | $8M | 113.5K | Q1 2026 |
| MidAtlantic Capital Management, Inc.$145M AUM | 1.50% | $2M | 31.0K | Q1 2026 |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 1.49% | $4M | 63.2K | Q1 2026 |
| Financial Perspectives, Inc$358M AUM | 1.47% | $5M | 75.2K | Q1 2026 |
| 4J Wealth Management LLC$176M AUM | 1.46% | $3M | 36.6K | Q1 2026 |
| Fingerlakes Wealth Management, Inc.$151M AUM | 1.45% | $2M | 31.2K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 1.45% | $13M | 185.6K | Q1 2026 |
| Williams & Novak, LLC$151M AUM | 1.43% | $2M | 27.3K | Q1 2026 |
| Legacy Financial Advisors, Inc.$715M AUM | 1.43% | $10M | 145.8K | Q1 2026 |
| Stephens Consulting, LLC$309M AUM | 1.43% | $6M | 94.4K | Q2 2025OLDER |
| Counterweight Ventures, LLC$178M AUM | 1.43% | $3M | 36.3K | Q1 2026 |
| Accretive Wealth Partners, LLC$356M AUM | 1.42% | $5M | 72.2K | Q1 2026 |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 1.42% | $8M | 112.2K | Q1 2026 |
| OMNI 360 Wealth, Inc.$194M AUM | 1.41% | $3M | 38.9K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 1.41% | $51M | 721.4K | Q1 2026 |
| FourThought Financial Partners, LLC$1.2B AUM | 1.36% | $16M | 225.3K | Q1 2026 |
| Capital Investment Counsel, LLC$730M AUM | 1.36% | $10M | 141.6K | Q1 2026 |
| MBE Wealth Management, LLC$241M AUM | 1.34% | $3M | 46.0K | Q1 2026 |
| Tempo Wealth, LLC$573M AUM | 1.33% | $8M | 108.8K | Q1 2026 |
| Sterling Wealth Advisors Inc$175M AUM | 1.29% | $2M | 30.9K | Q1 2026 |
| Premier Path Wealth Partners, LLC$767M AUM | 1.29% | $10M | 140.5K | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 1.28% | $6M | 79.3K | Q1 2026 |
| Tradewinds, LLC.$310M AUM | 1.28% | $2M | 26.3K | Q2 2025OLDER |
| Crews Bank & Trust$766M AUM | 1.27% | $9M | 124.7K | Q1 2026 |
| Family Legacy, Inc.$333M AUM | 1.27% | $4M | 60.0K | Q1 2026 |
| Cambridge Financial Group, LLC$295M AUM | 1.25% | $4M | 52.6K | Q1 2026 |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 1.23% | $2M | 22.1K | Q1 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC$106M AUM | 1.21% | $1M | 18.2K | Q1 2026 |
| FOCUSED ALPHA, LLC$324M AUM | 1.20% | $4M | 55.4K | Q1 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 1.19% | $2M | 33.4K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 1.18% | $17M | 246.7K | Q1 2026 |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 1.17% | $20M | 285.0K | Q1 2026 |
| Clarity Asset Management, Inc.$198M AUM | 1.15% | $2M | 32.5K | Q1 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 1.15% | $21M | 302.6K | Q1 2026 |
| DDFG, Inc$464M AUM | 1.13% | $5M | 74.9K | Q1 2026 |
| Rothschild Wealth LLC$1.1B AUM | 1.11% | $12M | 175.5K | Q1 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 1.11% | $4M | 58.0K | Q1 2026 |
| Oak Asset Management, LLC$290M AUM | 1.11% | $3M | 46.0K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 1.10% | $8M | 112.4K | Q1 2026 |
| Lineweaver Wealth Advisors, LLC$845M AUM | 1.10% | $8M | 115.7K | Q1 2026 |
| Journey Advisory Group, LLC$1.2B AUM | 1.06% | $12M | 177.9K | Q1 2026 |
| Gouws Capital LLC$189M AUM | 1.06% | $2M | 28.6K | Q1 2026 |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 1.05% | $6M | 83.1K | Q1 2026 |
| Philip James Wealth Mangement, LLC$870M AUM | 1.04% | $9M | 129.0K | Q1 2026 |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 1.04% | $1M | 18.1K | Q1 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 1.02% | $4M | 59.0K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 1.02% | $10M | 137.9K | Q1 2026 |
| Auto-Owners Insurance Co$4.8B AUM | 1.01% | $48M | 689.5K | Q1 2026 |
| DecisionMap Wealth Management, LLC$155M AUM | 1.01% | $2M | 22.2K | Q1 2026 |
| Beckerman Institutional, LLC$188M AUM | 1.00% | $2M | 26.8K | Q1 2026 |
| Opulen Financial Group LLC$142M AUM | 0.99% | $1M | 20.0K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.98% | $4M | 61.6K | Q1 2026 |
| Storen Legacy Partners, LLC$367M AUM | 0.98% | $3M | 44.3K | Q1 2026 |
| Towercrest Capital Management$642M AUM | 0.97% | $6M | 89.0K | Q1 2026 |
| Westfuller Advisors, LLC$232M AUM | 0.97% | $2M | 32.1K | Q1 2026 |
| Freestate Advisors LLC$134M AUM | 0.96% | $1M | 17.1K | Q1 2026 |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.96% | $14M | 198.2K | Q1 2026 |
| Vantage Financial Partners, LLC$493M AUM | 0.95% | $5M | 67.7K | Q4 2025OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.95% | $1M | 18.2K | Q1 2026 |
| Shepherd Financial Partners LLC$1.1B AUM | 0.95% | $10M | 142.6K | Q1 2026 |
| Vision Retirement, LLC$373M AUM | 0.94% | $3M | 50.4K | Q1 2026 |
| Forza Wealth Management, LLC$287M AUM | 0.92% | $3M | 37.7K | Q1 2026 |
| First Bancorp, Inc /ME/$201M AUM | 0.92% | $2M | 26.3K | Q1 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.92% | $2M | 28.2K | Q1 2026 |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.92% | $8M | 116.1K | Q1 2026 |
| Concord Wealth Partners$770M AUM | 0.92% | $7M | 100.6K | Q1 2026 |
| Concord Asset Management, LLC/VA$592M AUM | 0.91% | $5M | 76.5K | Q1 2026 |
| Talon Private Wealth, LLC$753M AUM | 0.88% | $7M | 94.3K | Q1 2026 |
| Sound Stewardship, LLC$218M AUM | 0.87% | $2M | 27.2K | Q1 2026 |
| Gallacher Capital Management LLC$261M AUM | 0.87% | $2M | 32.2K | Q1 2026 |
| Thrive Capital Management, LLC$456M AUM | 0.86% | $4M | 55.9K | Q1 2026 |
| Guidance Point Advisors, LLC$422M AUM | 0.85% | $4M | 51.4K | Q1 2026 |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.85% | $2M | 31.4K | Q1 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA$382M AUM | 0.85% | $3M | 46.4K | Q1 2026 |
| Ruggaard & Associates LLC$252M AUM | 0.85% | $2M | 30.6K | Q1 2026 |
| Legacy Wealth Advisors, LLC$196M AUM | 0.85% | $2M | 23.6K | Q1 2026 |
| Selby Wealth Management, LLC$282M AUM | 0.84% | $2M | 30.5K | Q1 2026 |
| Paladin Advisory Group, LLC$131M AUM | 0.84% | $1M | 15.8K | Q1 2026 |
| Sound Financial Strategies Group, LLC$147M AUM | 0.83% | $1M | 17.3K | Q1 2026 |
| Cauble & Harre Wealth Management, Inc.$126M AUM | 0.83% | $1M | 14.2K | Q1 2026 |
| Royal Fund Management, LLC$1.1B AUM | 0.82% | $9M | 123.2K | Q1 2026 |
| Kapstone Financial Advisors LLC$204M AUM | 0.81% | $2M | 23.5K | Q1 2026 |
| Ipsen Advisor Group LLC$143M AUM | 0.79% | $1M | 16.0K | Q1 2026 |
| Coquina Private Wealth LLC$124M AUM | 0.78% | $975,946 | 13.9K | Q1 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.78% | $90M | 1.28M | Q1 2026 |
| Priebe Wealth Holdings LLC$115M AUM | 0.78% | $903,344 | 14.1K | Q2 2025OLDER |
| Weaver Consulting Group$420M AUM | 0.78% | $3M | 46.8K | Q1 2026 |
| Investment Partners Asset Management, Inc.$162M AUM | 0.77% | $1M | 17.8K | Q1 2026 |
| Roxbury Financial LLC$126M AUM | 0.75% | $837,083 | 11.9K | Q1 2026 |
| Financial Insights, Inc.$309M AUM | 0.75% | $2M | 33.0K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.74% | $6M | 81.4K | Q1 2026 |
| Fermata Advisors, LLC$495M AUM | 0.74% | $3M | 46.9K | Q1 2026 |
| GSG Advisors LLC$385M AUM | 0.74% | $3M | 40.3K | Q1 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC$125M AUM | 0.73% | $912,452 | 13.0K | Q1 2026 |
| Apexium Financial, LP$2.1B AUM | 0.73% | $15M | 220.4K | Q3 2025OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.73% | $6M | 82.5K | Q1 2026 |
| Pacific Park Financial, Inc.$153M AUM | 0.73% | $1M | 15.9K | Q1 2026 |
| First Command Advisory Services, Inc.$14.8B AUM | 0.72% | $107M | 1.52M | Q1 2026 |
| Guardian Capital, LLC$105M AUM | 0.72% | $749,873 | 10.7K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.71% | $507M | 7.23M | Q1 2026 |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.71% | $1M | 17.6K | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.71% | $5M | 71.7K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.70% | $13M | 180.0K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.69% | $10M | 145.4K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.67% | $10M | 140.7K | Q1 2026 |
| Mendel Money Management$239M AUM | 0.67% | $2M | 22.8K | Q1 2026 |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.66% | $2M | 24.6K | Q3 2025OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.66% | $1M | 20.9K | Q1 2026 |
| Merited Wealth, LLC$121M AUM | 0.65% | $787,331 | 11.2K | Q1 2026 |
| Gilbert Capital Group, Inc.$129M AUM | 0.65% | $843,845 | 12.0K | Q1 2026 |
| TritonPoint Partners, LLC$272M AUM | 0.65% | $2M | 25.1K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.64% | $57M | 814.9K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.63% | $4M | 62.3K | Q1 2026 |
| Bouvel Investment Partners, LLC$345M AUM | 0.62% | $2M | 30.5K | Q1 2026 |
| Monetary Solutions, Ltd$103M AUM | 0.62% | $641,936 | 9.1K | Q1 2026 |
| SevenBridge Financial Group, LLC$640M AUM | 0.62% | $4M | 54.2K | Q1 2026 |
| Vines Capital Management, LLC$101M AUM | 0.61% | $616,812 | 8.8K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.61% | $13M | 185.9K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.61% | $219M | 3.12M | Q1 2026 |
| Gambit Capital Management, LLC$145M AUM | 0.61% | $847,410 | 12.2K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.60% | $20M | 282.9K | Q1 2026 |
| Sterling Investment Counsel, LLC$357M AUM | 0.60% | $2M | 30.7K | Q1 2026 |
| PROSPERITY BANCSHARES INC$125M AUM | 0.59% | $739,066 | 10.5K | Q1 2026 |
| Cascade Financial Partners, LLC$970M AUM | 0.59% | $6M | 81.9K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.59% | $21M | 300.7K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.59% | $12M | 166.7K | Q1 2026 |
| Stratos Investment Management, LLC$2.5B AUM | 0.58% | $14M | 205.7K | Q1 2026 |
| Signet Private Wealth LLC$105M AUM | 0.57% | $599,325 | 8.6K | Q4 2025OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.57% | $8M | 115.0K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.57% | $10M | 144.3K | Q1 2026 |
| Ranch Capital Advisors Inc.$277M AUM | 0.56% | $2M | 22.3K | Q1 2026 |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.56% | $2M | 22.2K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.56% | $10M | 136.5K | Q1 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.55% | $4M | 52.6K | Q1 2026 |
| Intellus Advisors LLC$732M AUM | 0.55% | $4M | 57.3K | Q1 2026 |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 0.54% | $717,520 | 10.2K | Q1 2026 |
| Delos Wealth Advisors, LLC$175M AUM | 0.54% | $945,536 | 13.5K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.54% | $9M | 121.7K | Q1 2026 |
| Tranquilli Financial Advisor LLC$171M AUM | 0.54% | $918,305 | 13.1K | Q1 2026 |
| LifePlan Financial, LLC$135M AUM | 0.54% | $725,310 | 10.3K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.53% | $8M | 108.4K | Q1 2026 |
| Ayrshire Capital Management LLC$193M AUM | 0.53% | $1M | 14.5K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.53% | $7M | 95.1K | Q1 2026 |
| Prism Advisors, Inc.$375M AUM | 0.52% | $2M | 28.0K | Q1 2026 |
| Bolthouse Investments, LLC$111M AUM | 0.52% | $576,459 | 8.2K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.52% | $98M | 1.39M | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.52% | $42M | 602.9K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.51% | $8M | 116.6K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.50% | $9M | 130.8K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.50% | $7M | 97.4K | Q1 2026 |
| MWA Asset Management$183M AUM | 0.49% | $896,384 | 12.8K | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.48% | $561,450 | 8.0K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.48% | $14M | 193.1K | Q1 2026 |
| Fiduciary Alliance LLC$1.7B AUM | 0.48% | $8M | 108.9K | Q1 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.47% | $685,519 | 9.8K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.47% | $15M | 213.2K | Q1 2026 |
| ASL Financial, LLC$125M AUM | 0.47% | $589,442 | 8.4K | Q1 2026 |
| Centurion Wealth Management LLC$418M AUM | 0.47% | $2M | 29.8K | Q1 2026 |
| NCM Capital Management, LLC$279M AUM | 0.47% | $1M | 18.7K | Q1 2026 |
| Arsenal Capital Advisors LLC$138M AUM | 0.47% | $647,768 | 9.2K | Q1 2026 |
| Pine Harbor Wealth Management, LLC$334M AUM | 0.47% | $2M | 22.2K | Q1 2026 |
| Alliance Wealth Management Group$457M AUM | 0.46% | $2M | 30.3K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.46% | $18M | 278.4K | Q2 2025OLDER |
| Michels Family Financial, LLC$139M AUM | 0.46% | $637,151 | 9.1K | Q1 2026 |
| Goldstone Financial Group, LLC$922M AUM | 0.46% | $4M | 60.2K | Q1 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM | 0.45% | $1M | 19.6K | Q1 2026 |
| Hegarty Advisors, LLC$127M AUM | 0.45% | $571,827 | 8.1K | Q1 2026 |
| Alteri Wealth LLC$309M AUM | 0.45% | $1M | 19.7K | Q1 2026 |
| Cascades Capital Asset Management, LLC$239M AUM | 0.45% | $1M | 15.2K | Q1 2026 |
| Southland Equity Partners LLC$571M AUM | 0.45% | $2M | 32.6K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.44% | $10M | 141.4K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.44% | $12M | 168.7K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.44% | $3M | 39.3K | Q1 2026 |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.44% | $2M | 22.0K | Q1 2026 |
| Keudell/Morrison Wealth Management$489M AUM | 0.43% | $2M | 30.0K | Q1 2026 |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.43% | $11M | 157.9K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.43% | $19M | 292.6K | Q2 2025OLDER |
| DAVIDSON INVESTMENT ADVISORS$2.3B AUM | 0.42% | $10M | 140.1K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.42% | $7M | 97.3K | Q1 2026 |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.42% | $2M | 28.1K | Q1 2026 |
| Wealth Management Associates, Inc.$290M AUM | 0.41% | $1M | 17.1K | Q1 2026 |
| Pioneer Family Office, LLC$156M AUM | 0.41% | $640,744 | 9.1K | Q1 2026 |
| HARBOR ADVISORY CORP /MA/$333M AUM | 0.41% | $1M | 19.3K | Q1 2026 |
| American State Bank (Iowa)$247M AUM | 0.41% | $844,757 | 12.0K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.40% | $36M | 517.3K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.40% | $23M | 325.7K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.40% | $832M | 12.07M | Q1 2026 |
| Bravias Capital Group, LLC$153M AUM | 0.40% | $659,301 | 9.5K | Q4 2025OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 0.40% | $2M | 29.4K | Q1 2026 |
| Worth Asset Management, LLC$313M AUM | 0.39% | $1M | 15.0K | Q1 2026 |
| GRIES FINANCIAL LLC$633M AUM | 0.39% | $2M | 36.5K | Q3 2025OLDER |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.39% | $1M | 15.7K | Q1 2026 |
| Bluesphere Advisors LLC$281M AUM | 0.39% | $1M | 15.6K | Q1 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.39% | $3M | 37.3K | Q1 2026 |
| Stanich Group LLC$131M AUM | 0.38% | $503,508 | 7.2K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.38% | $361M | 5.15M | Q1 2026 |
| Probity Advisors, Inc.$631M AUM | 0.38% | $2M | 34.5K | Q1 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 0.38% | $407,751 | 5.6K | Q1 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.38% | $9M | 135.1K | Q1 2026 |
| Redwood Financial Network Corp$153M AUM | 0.38% | $578,991 | 8.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.38% | $1.4B | 20.24M | Q1 2026 |
| Grey Ledge Advisors, LLC$443M AUM | 0.38% | $2M | 23.7K | Q1 2026 |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.37% | $565,309 | 8.1K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.37% | $69M | 984.7K | Q1 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.37% | $8M | 116.4K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.37% | $6M | 93.3K | Q2 2025OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.37% | $1M | 21.3K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.37% | $50M | 706.3K | Q1 2026 |
| Piedmont Capital Management, LLC/NC$150M AUM | 0.37% | $551,685 | 7.9K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.37% | $17M | 244.4K | Q1 2026 |
| ATLANTIC FAMILY WEALTH, LLC$138M AUM | 0.37% | $507,403 | 7.2K | Q1 2026 |
| Tennessee Valley Asset Management Partners$757M AUM | 0.37% | $3M | 39.5K | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.37% | $4M | 58.9K | Q1 2026 |
| Graypoint LLC$1.8B AUM | 0.36% | $6M | 101.1K | Q2 2025OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.35% | $2M | 28.9K | Q1 2026 |
| Investment Management Trust, LLC$103M AUM | 0.35% | $359,842 | 5.1K | Q1 2026 |
| W ADVISORS, LLC$195M AUM | 0.35% | $680,535 | 9.7K | Q1 2026 |
| Element Wealth, LLC$242M AUM | 0.35% | $844,416 | 12.0K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.35% | $22M | 307.6K | Q1 2026 |
| Flagship Private Wealth, LLC$246M AUM | 0.35% | $854,467 | 12.2K | Q1 2026 |
| Avant Capital LLC$142M AUM | 0.34% | $490,352 | 7.0K | Q1 2026 |
| Clarus Wealth Advisors$235M AUM | 0.34% | $806,352 | 11.4K | Q1 2026 |
| Compass Financial Services Inc$231M AUM | 0.34% | $793,054 | 11.3K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.34% | $8M | 116.5K | Q1 2026 |
| Athena Wealth Management, LLC$122M AUM | 0.34% | $417,772 | 6.0K | Q1 2026 |
| Dynamic Financial Group$122M AUM | 0.34% | $415,713 | 5.9K | Q1 2026 |
| Latitude Advisors, LLC$218M AUM | 0.34% | $733,907 | 10.5K | Q1 2026 |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.34% | $2M | 30.5K | Q1 2026 |
| Cornerstone Financial Management LLC$109M AUM | 0.34% | $365,417 | 5.2K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.33% | $29M | 419.4K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.33% | $4M | 63.7K | Q2 2025OLDER |
| Skyline Advisors, Inc.$287M AUM | 0.33% | $952,831 | 13.6K | Q1 2026 |
| Providence First Trust Co$284M AUM | 0.33% | $935,477 | 14.6K | Q2 2025OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.33% | $4M | 62.4K | Q1 2026 |
| PlanVest Financial, Inc$131M AUM | 0.33% | $430,948 | 6.1K | Q1 2026 |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.33% | $4M | 61.6K | Q1 2026 |
| WARNER FINANCIAL, INC$340M AUM | 0.33% | $951,000 | 13.6K | Q1 2026 |
| Prospect Financial Services LLC$164M AUM | 0.33% | $532,860 | 7.6K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.32% | $7M | 96.7K | Q1 2026 |
| Elevation Wealth Management LLC$109M AUM | 0.32% | $350,288 | 5.0K | Q1 2026 |
| Ascentis Wealth Management, LLC$508M AUM | 0.31% | $2M | 22.7K | Q1 2026 |
| High Net Worth Advisory Group LLC$429M AUM | 0.31% | $1M | 19.1K | Q1 2026 |
| ALTERNA WEALTH MANAGEMENT, INC$174M AUM | 0.31% | $412,027 | 5.9K | Q1 2026 |
| BOS Asset Management, LLC$392M AUM | 0.31% | $1M | 17.3K | Q1 2026 |
| Darden Wealth Group Inc$196M AUM | 0.31% | $638,664 | 9.2K | Q4 2025OLDER |
| Diametric Capital, LP$385M AUM | 0.31% | $579,552 | 9.1K | Q2 2025OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 0.31% | $345,075 | 4.9K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.31% | $66M | 938.8K | Q1 2026 |
| RVW Wealth, LLC$1.5B AUM | 0.30% | $4M | 55.3K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.30% | $7M | 94.0K | Q1 2026 |
| Prepared Retirement Institute LLC$202M AUM | 0.30% | $602,856 | 8.6K | Q1 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.30% | $7M | 101.1K | Q1 2026 |
| Sequent Planning LLC$414M AUM | 0.30% | $1M | 17.5K | Q1 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.29% | $429,647 | 6.1K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.29% | $21M | 302.2K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.29% | $3M | 45.7K | Q1 2026 |
| Investment Research Partners LLC$246M AUM | 0.29% | $702,498 | 10.0K | Q1 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.29% | $1M | 17.5K | Q1 2026 |
| HOWE & RUSLING INC$1.5B AUM | 0.28% | $4M | 61.9K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.28% | $4M | 63.4K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.28% | $6M | 85.3K | Q1 2026 |
| Essex Bank$452M AUM | 0.28% | $1M | 17.9K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.28% | $206M | 2.94M | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.28% | $23M | 322.5K | Q1 2026 |
| Connecticut Capital Management Group, LLC$106M AUM | 0.28% | $293,844 | 4.2K | Q1 2026 |
| UPTICK PARTNERS, LLC$502M AUM | 0.28% | $1M | 19.8K | Q1 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.28% | $3M | 40.4K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.28% | $5M | 67.5K | Q1 2026 |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.27% | $2M | 34.5K | Q1 2026 |
| Geneva Partners, LLC$208M AUM | 0.27% | $571,913 | 8.1K | Q1 2026 |
| LongView Wealth Management$390M AUM | 0.27% | $1M | 15.1K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.27% | $929,737 | 13.2K | Q1 2026 |
| PW Nova Financial Services LLC$399M AUM | 0.27% | $1M | 15.6K | Q1 2026 |
| Bay Capital Advisors, LLC$162M AUM | 0.27% | $443,419 | 6.3K | Q1 2026 |
| Curated Wealth Partners LLC$794M AUM | 0.27% | $2M | 30.5K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.27% | $6M | 86.2K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.26% | $12M | 166.0K | Q1 2026 |
| Northwest Wealth Advisors, LLC$140M AUM | 0.26% | $364,899 | 5.2K | Q1 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 0.26% | $4M | 63.8K | Q1 2026 |
| First City Capital Management, Inc.$189M AUM | 0.26% | $486,277 | 6.9K | Q1 2026 |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.26% | $308,417 | 4.8K | Q2 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.26% | $443M | 6.31M | Q1 2026 |
| WBH ADVISORY INC$1.3B AUM | 0.25% | $3M | 48.5K | Q1 2026 |
| Daybright Advisory Services, Inc.$361M AUM | 0.25% | $918,572 | 13.1K | Q1 2026 |
| WealthCare Investment Partners, LLC$360M AUM | 0.25% | $913,396 | 13.0K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.25% | $8M | 114.1K | Q1 2026 |
| Horizon Investment Services, LLC$288M AUM | 0.25% | $718,679 | 10.2K | Q1 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 0.25% | $479,680 | 6.8K | Q1 2026 |
| CAMDEN NATIONAL BANK$739M AUM | 0.25% | $2M | 26.3K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.25% | $49M | 695.5K | Q1 2026 |
| Future Financial Wealth Managment LLC$155M AUM | 0.25% | $385,221 | 5.3K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.25% | $233M | 3.32M | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.25% | $4M | 62.2K | Q1 2026 |
| Investment Advisory Group, LLC$393M AUM | 0.25% | $966,677 | 13.8K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.25% | $4M | 51.1K | Q1 2026 |
| Insight Advisors, LLC/ PA$525M AUM | 0.25% | $1M | 18.4K | Q1 2026 |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.24% | $6M | 83.7K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.24% | $37M | 534.5K | Q1 2026 |
| Hobbs Group Advisors, LLC$334M AUM | 0.24% | $796,269 | 11.3K | Q1 2026 |
| PCA Investment Advisory Services Inc.$300M AUM | 0.24% | $709,866 | 10.1K | Q1 2026 |
| Winthrop Advisory Group LLC$1.2B AUM | 0.24% | $3M | 41.2K | Q1 2026 |
| HFG Advisors, Inc.$142M AUM | 0.24% | $334,548 | 4.8K | Q1 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.24% | $1M | 14.8K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.24% | $762M | 10.86M | Q1 2026 |
| Chatterton & Associates Inc.$143M AUM | 0.23% | $334,656 | 4.6K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.23% | $4M | 54.7K | Q1 2026 |
| EVERPAR ADVISORS LLC$352M AUM | 0.23% | $668,169 | 9.5K | Q1 2026 |
| Fortis Advisors, LLC$200M AUM | 0.23% | $456,427 | 6.5K | Q1 2026 |
| Capital Market Strategies LLC$144M AUM | 0.23% | $328,549 | 5.1K | Q2 2025OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 0.22% | $2M | 24.9K | Q1 2026 |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 0.22% | $337,496 | 4.8K | Q1 2026 |
| Arrowroot Family Office, LLC$302M AUM | 0.22% | $676,156 | 9.6K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.22% | $61M | 885.8K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.22% | $191M | 2.72M | Q1 2026 |
| Mendel Capital Management LLC$199M AUM | 0.22% | $440,369 | 6.3K | Q1 2026 |
| WEALTH EFFECTS LLC$282M AUM | 0.22% | $624,549 | 8.9K | Q1 2026 |
| Addison Capital Co$562M AUM | 0.22% | $1M | 17.7K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.22% | $13M | 191.8K | Q1 2026 |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.22% | $1M | 20.1K | Q1 2026 |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.22% | $375,112 | 5.3K | Q1 2026 |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.22% | $2M | 24.1K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.21% | $4M | 53.8K | Q1 2026 |
| PACES FERRY WEALTH ADVISORS, LLC$241M AUM | 0.21% | $516,226 | 7.4K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.21% | $2M | 25.0K | Q3 2025OLDER |
| ELEMENT POINTE ADVISORS, LLC$530M AUM | 0.21% | $1M | 16.1K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.21% | $56M | 797.6K | Q1 2026 |
| McLean Asset Management Corp$572M AUM | 0.21% | $1M | 17.2K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.21% | $2M | 27.7K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.