ETENERGY TRANSFER L P
CUSIP 29273V100 · Yahoo Finance ↗ · Google Finance ↗
Energy Transfer L P (ET) has 1,274 institutional holders in Filings Flow’s 13F database, together reporting 22.94M shares worth $440M as of Q2 2026. The largest reported holders are Alps Advisors Inc, Morgan Stanley, and Jpmorgan Chase & Co.
Institutional Holders
1,274
Q2 2026
Reported Value
$19.8B
Ticker
ET
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Stephens Group, LLC$172M AUM | 61.27% | $105M | 5.44M | Q1 2026OLDER |
| WALNUT PRIVATE EQUITY PARTNERS, LLC$185M AUM | 21.17% | $39M | 2.05M | Q2 2026 |
| Garrett Wealth Advisory Group, LLC$562M AUM | 18.80% | $106M | 5.48M | Q1 2026OLDER |
| Kamunting Street Capital Management, L.P.$183M AUM | 17.04% | $31M | 1.62M | Q1 2026OLDER |
| Alden Global Capital LLC$177M AUM | 14.94% | $26M | 1.37M | Q1 2026OLDER |
| Heronetta Management, L.P.$110M AUM | 14.08% | $15M | 799.2K | Q1 2026OLDER |
| DELPHI FINANCIAL GROUP, INC.$222M AUM | 12.38% | $27M | 1.42M | Q1 2026OLDER |
| Fractal Investments LLC$845M AUM | 11.01% | $93M | 4.82M | Q1 2026OLDER |
| KAYNE ANDERSON CAPITAL ADVISORS LP$5.2B AUM | 9.09% | $474M | 24.58M | Q1 2026OLDER |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM | 8.80% | $42M | 2.19M | Q1 2026OLDER |
| BERKLEY W R CORP$1.9B AUM | 8.55% | $159M | 8.25M | Q1 2026OLDER |
| COOPERMAN LEON G$3.0B AUM | 8.43% | $257M | 13.32M | Q1 2026OLDER |
| TORTOISE CAPITAL ADVISORS, L.L.C.$9.6B AUM | 7.93% | $762M | 39.46M | Q1 2026OLDER |
| Energy Income Partners, LLC$6.2B AUM | 7.83% | $487M | 25.21M | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 7.81% | $1.7B | 85.96M | Q1 2026OLDER |
| CNA FINANCIAL CORP$235M AUM | 7.80% | $18M | 950.0K | Q1 2026OLDER |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$2.0B AUM | 7.64% | $154M | 8.00M | Q1 2026OLDER |
| RR Advisors, LLC$360M AUM | 6.61% | $24M | 1.24M | Q1 2026OLDER |
| Recurrent Investment Advisors LLC$1.7B AUM | 6.46% | $107M | 5.56M | Q1 2026OLDER |
| Concorde Financial Corp$127M AUM | 6.18% | $8M | 407.5K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 6.13% | $59M | 3.07M | Q1 2026OLDER |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM | 5.70% | $82M | 4.24M | Q1 2026OLDER |
| Long Focus Capital Management, LLC$3.8B AUM | 5.00% | $190M | 9.84M | Q1 2026OLDER |
| FFG Partners, LLC$352M AUM | 4.79% | $17M | 883.8K | Q2 2026 |
| Westend Capital Management, LLC$333M AUM | 4.69% | $16M | 810.2K | Q1 2026OLDER |
| Fogel Capital Management, Inc.$219M AUM | 4.50% | $10M | 510.3K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 4.49% | $125M | 6.46M | Q1 2026OLDER |
| Patient Capital Management, LLC$2.7B AUM | 4.30% | $118M | 6.09M | Q1 2026OLDER |
| Militia Capital Partners, LP$263M AUM | 3.76% | $10M | 600.0K | Q4 2025OLDER |
| Granby Capital Management, LLC$174M AUM | 3.64% | $7M | 400.0K | Q3 2025OLDER |
| SHEPHERD KAPLAN KROCHUK, LLC$119M AUM | 3.49% | $4M | 215.0K | Q1 2026OLDER |
| Northside Capital Management, LLC$1.1B AUM | 3.41% | $39M | 2.01M | Q1 2026OLDER |
| Private Capital Advisors, Inc.$872M AUM | 3.29% | $29M | 1.49M | Q1 2026OLDER |
| AMERICAN FINANCIAL GROUP INC$270M AUM | 3.23% | $9M | 450.9K | Q1 2026OLDER |
| Adams Asset Advisors, LLC$891M AUM | 3.12% | $28M | 1.44M | Q1 2026OLDER |
| Royal Palms Capital LLC$101M AUM | 3.01% | $3M | 157.4K | Q1 2026OLDER |
| Corps Capital Advisors, LLC$115M AUM | 3.00% | $3M | 179.0K | Q1 2026OLDER |
| Progeny 3, Inc.$1.9B AUM | 2.83% | $53M | 2.74M | Q1 2026OLDER |
| Old North State Wealth Management, LLC$216M AUM | 2.77% | $6M | 310.6K | Q1 2026OLDER |
| MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM | 2.75% | $101M | 5.22M | Q1 2026OLDER |
| Philosophy Capital Management LLC$1.6B AUM | 2.68% | $44M | 2.27M | Q1 2026OLDER |
| DIVIDEND ASSETS CAPITAL, LLC$501M AUM | 2.63% | $13M | 683.8K | Q1 2026OLDER |
| KCM Capital Inc$622M AUM | 2.61% | $16M | 840.0K | Q1 2026OLDER |
| LONESTAR CAPITAL MANAGEMENT LLC$671M AUM | 2.59% | $17M | 900.0K | Q1 2026OLDER |
| Militia Capital Management LLC$454M AUM | 2.55% | $12M | 600.0K | Q2 2026 |
| Encore Global Management, LP$143M AUM | 2.55% | $4M | 189.0K | Q1 2026OLDER |
| Callodine Capital Management, LP$1.4B AUM | 2.53% | $36M | 1.88M | Q1 2026OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 2.47% | $17M | 890.4K | Q1 2026OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 2.39% | $328M | 16.98M | Q1 2026OLDER |
| Blackstone Inc.$25.6B AUM | 2.35% | $601M | 31.12M | Q1 2026OLDER |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 2.33% | $4M | 197.3K | Q1 2026OLDER |
| McGowan Group Asset Management, Inc.$785M AUM | 2.26% | $18M | 919.3K | Q1 2026OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 2.08% | $12M | 598.3K | Q1 2026OLDER |
| OUTFITTERS FINANCIAL LLC$129M AUM | 2.06% | $3M | 137.8K | Q1 2026OLDER |
| ACT CAPITAL MANAGEMENT, LLC$127M AUM | 2.02% | $3M | 133.1K | Q1 2026OLDER |
| Uptown Financial Advisors LLC$126M AUM | 1.97% | $2M | 128.7K | Q1 2026OLDER |
| Cutler Capital Management, LLC$370M AUM | 1.97% | $7M | 377.2K | Q1 2026OLDER |
| Prospect Financial Services LLC$164M AUM | 1.95% | $3M | 165.2K | Q1 2026OLDER |
| Henson-Edgewater Management, LLC$157M AUM | 1.94% | $3M | 157.8K | Q1 2026OLDER |
| Requisite Capital Management, LLC$537M AUM | 1.89% | $10M | 525.1K | Q1 2026OLDER |
| Pingora Partners LLC$169M AUM | 1.85% | $3M | 162.1K | Q1 2026OLDER |
| ABRAMS CAPITAL MANAGEMENT, L.P.$4.6B AUM | 1.78% | $101M | 6.12M | Q4 2025OLDER |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 1.77% | $5M | 279.1K | Q3 2025OLDER |
| Millennium Capital Advisors, LLC$162M AUM | 1.69% | $3M | 142.2K | Q1 2026OLDER |
| MIZUHO MARKETS AMERICAS LLC$3.7B AUM | 1.69% | $62M | 3.20M | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 1.62% | $62M | 3.23M | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 1.61% | $11M | 575.0K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 1.57% | $7M | 360.8K | Q1 2026OLDER |
| DCF Advisers, LLC$375M AUM | 1.55% | $6M | 300.5K | Q1 2026OLDER |
| Keeler Thomas Management LLC$236M AUM | 1.55% | $4M | 189.2K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 1.51% | $8M | 398.2K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 1.48% | $413M | 21.38M | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 1.46% | $66M | 3.43M | Q1 2026OLDER |
| Northern Right Capital Management, L.P.$281M AUM | 1.46% | $4M | 212.5K | Q1 2026OLDER |
| BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM | 1.42% | $2M | 218.7K | Q1 2026OLDER |
| Directional Asset Management$109M AUM | 1.42% | $2M | 80.5K | Q1 2026OLDER |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$354M AUM | 1.37% | $5M | 251.9K | Q1 2026OLDER |
| MATTERS CAPITAL LLC$113M AUM | 1.37% | $2M | 80.3K | Q1 2026OLDER |
| Redwood Wealth Management Group, LLC$232M AUM | 1.35% | $3M | 161.8K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 1.33% | $2M | 90.9K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 1.31% | $2M | 85.9K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 1.30% | $2M | 105.4K | Q1 2026OLDER |
| GENERAL AMERICAN INVESTORS CO INC$1.5B AUM | 1.29% | $20M | 1.02M | Q1 2026OLDER |
| Baugh & Associates, LLC$232M AUM | 1.28% | $3M | 154.1K | Q1 2026OLDER |
| Empirical Finance, LLC$2.1B AUM | 1.27% | $27M | 1.40M | Q1 2026OLDER |
| Mountain Lake Investment Management LLC$155M AUM | 1.24% | $2M | 99.3K | Q1 2026OLDER |
| TEMA ETFS LLC$1.5B AUM | 1.20% | $18M | 926.1K | Q1 2026OLDER |
| BLACKHILL CAPITAL INC$1.9B AUM | 1.19% | $23M | 1.20M | Q1 2026OLDER |
| Alpha Wealth Funds, LLC$149M AUM | 1.18% | $2M | 89.5K | Q1 2026OLDER |
| Ariston Services Group$167M AUM | 1.16% | $2M | 0 | Q1 2026OLDER |
| Enhancing Capital LLC$135M AUM | 1.15% | $2M | 80.6K | Q1 2026OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 1.15% | $2M | 90.7K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 1.13% | $3M | 156.0K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 1.12% | $55M | 2.85M | Q1 2026OLDER |
| Penbrook Management LLC$132M AUM | 1.09% | $1M | 74.5K | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 1.07% | $8M | 409.5K | Q2 2026 |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 1.07% | $14M | 731.3K | Q1 2026OLDER |
| AVENIR CORP$820M AUM | 1.06% | $9M | 451.3K | Q1 2026OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 1.03% | $1M | 62.1K | Q1 2026OLDER |
| Emissary Wealth LLC$107M AUM | 1.02% | $1M | 56.6K | Q1 2026OLDER |
| TB Alternative Assets Ltd.$481M AUM | 1.01% | $5M | 251.0K | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 0.98% | $4M | 212.7K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.98% | $6M | 308.7K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.97% | $1M | 70.0K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.97% | $5M | 255.2K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.97% | $2M | 75.5K | Q4 2025OLDER |
| SageGuard Financial Group, LLC$646M AUM | 0.97% | $6M | 324.2K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.96% | $8M | 412.7K | Q1 2026OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.96% | $11M | 586.1K | Q1 2026OLDER |
| ALBERT D MASON INC$154M AUM | 0.96% | $1M | 76.5K | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 0.94% | $19M | 1.00M | Q1 2026OLDER |
| Clarus Group, Inc.$279M AUM | 0.93% | $3M | 134.8K | Q1 2026OLDER |
| TERRIL BROTHERS, INC.$366M AUM | 0.92% | $3M | 174.2K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.91% | $9M | 453.3K | Q1 2026OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 0.91% | $4M | 187.4K | Q1 2026OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.90% | $15M | 785.4K | Q1 2026OLDER |
| NEXPOINT ASSET MANAGEMENT, L.P.$1.5B AUM | 0.89% | $13M | 687.4K | Q1 2026OLDER |
| Meixler Investment Management, Ltd.$186M AUM | 0.88% | $2M | 86.9K | Q1 2026OLDER |
| Cohen Capital Management, Inc.$735M AUM | 0.87% | $6M | 335.3K | Q2 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM | 0.87% | $84M | 4.35M | Q1 2026OLDER |
| ArchPoint Investors$420M AUM | 0.83% | $3M | 181.1K | Q1 2026OLDER |
| RAHLFS CAPITAL, LLC$136M AUM | 0.83% | $1M | 58.2K | Q1 2026OLDER |
| CHELSEA COUNSEL CO$225M AUM | 0.81% | $2M | 94.0K | Q2 2026 |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.81% | $5M | 252.6K | Q1 2026OLDER |
| Addis & Hill, Inc$181M AUM | 0.80% | $1M | 75.7K | Q2 2026 |
| Pathway Financial Advisers, LLC$354M AUM | 0.80% | $3M | 145.8K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.77% | $3M | 157.2K | Q1 2026OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.77% | $15M | 756.9K | Q1 2026OLDER |
| FORTEM FINANCIAL GROUP, LLC$399M AUM | 0.75% | $3M | 155.8K | Q1 2026OLDER |
| Taconic Capital Advisors LP$229M AUM | 0.75% | $2M | 100.0K | Q3 2025OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 0.74% | $2M | 83.0K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.74% | $16M | 841.1K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.74% | $29M | 1.52M | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.72% | $25M | 1.31M | Q1 2026OLDER |
| Strong Tower Advisory Services$531M AUM | 0.72% | $4M | 197.3K | Q1 2026OLDER |
| HFG Advisors, Inc.$142M AUM | 0.71% | $1M | 52.3K | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 0.70% | $37M | 1.94M | Q1 2026OLDER |
| Quantum Private Wealth, LLC$324M AUM | 0.69% | $2M | 116.0K | Q1 2026OLDER |
| RESOLUTE CAPITAL, LLC$247M AUM | 0.68% | $2M | 87.6K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.68% | $6M | 315.3K | Q1 2026OLDER |
| Oak Grove Capital LLC$1.2B AUM | 0.68% | $8M | 415.8K | Q1 2026OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 0.67% | $3M | 169.5K | Q1 2026OLDER |
| Lavaca Capital LLC$564M AUM | 0.66% | $4M | 192.8K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.66% | $2M | 92.5K | Q1 2026OLDER |
| Coronation Fund Managers Ltd.$2.2B AUM | 0.65% | $14M | 742.3K | Q1 2026OLDER |
| Old West Investment Management, LLC$923M AUM | 0.64% | $4M | 219.1K | Q4 2025OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.64% | $16M | 958.9K | Q3 2025OLDER |
| Burford Brothers, Inc.$244M AUM | 0.64% | $2M | 80.9K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.63% | $461M | 23.90M | Q1 2026OLDER |
| Hartree Partners, LP$467M AUM | 0.62% | $3M | 150.0K | Q1 2026OLDER |
| Avos Capital Management, LLC$253M AUM | 0.61% | $2M | 79.4K | Q1 2026OLDER |
| Merrion Investment Management Co, LLC$186M AUM | 0.60% | $1M | 58.0K | Q1 2026OLDER |
| Corsicana & Co.$158M AUM | 0.60% | $945,116 | 50.8K | Q1 2026OLDER |
| Clear Trail Advisors, LLC$601M AUM | 0.59% | $4M | 184.2K | Q1 2026OLDER |
| Traub Capital Management LLC$101M AUM | 0.59% | $592,510 | 30.7K | Q1 2026OLDER |
| Ellsworth Advisors, LLC$532M AUM | 0.58% | $3M | 160.3K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 0.58% | $2M | 80.4K | Q1 2026OLDER |
| Nicholson Meyer Capital Management, Inc.$130M AUM | 0.57% | $746,929 | 38.7K | Q1 2026OLDER |
| Chung Wu Investment Group, LLC$116M AUM | 0.57% | $657,763 | 34.1K | Q1 2026OLDER |
| FIDELITY D & D BANCORP INC$249M AUM | 0.57% | $1M | 73.2K | Q1 2026OLDER |
| LAVELLE CAPITAL LP$158M AUM | 0.56% | $888,985 | 53.9K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.56% | $3M | 173.4K | Q1 2026OLDER |
| Cumberland Partners Ltd$1.3B AUM | 0.56% | $7M | 380.0K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.56% | $6M | 320.2K | Q1 2026OLDER |
| Knollwood Investment Advisory, LLC$992M AUM | 0.55% | $5M | 282.7K | Q1 2026OLDER |
| CFM WEALTH PARTNERS LLC$667M AUM | 0.55% | $4M | 188.9K | Q1 2026OLDER |
| Olistico Wealth, LLC$203M AUM | 0.53% | $1M | 56.2K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.53% | $1M | 55.9K | Q1 2026OLDER |
| Appaloosa LP$5.9B AUM | 0.51% | $30M | 1.58M | Q1 2026OLDER |
| Alessandra Capital Management, LLC$113M AUM | 0.51% | $572,203 | 34.7K | Q1 2026OLDER |
| Sunbeam Capital Management, LLC$175M AUM | 0.51% | $886,826 | 46.0K | Q1 2026OLDER |
| Gaddis Premier Wealth Advisors LLC$136M AUM | 0.50% | $679,020 | 35.2K | Q1 2026OLDER |
| Mallini Complete Financial Planning LLC$140M AUM | 0.50% | $700,846 | 36.7K | Q2 2026 |
| Manske Wealth Management$357M AUM | 0.50% | $2M | 92.1K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.50% | $2M | 115.4K | Q1 2026OLDER |
| GFG Capital, LLC$313M AUM | 0.49% | $2M | 78.7K | Q1 2026OLDER |
| Meriwether Wealth & Planning, LLC$202M AUM | 0.48% | $975,330 | 51.0K | Q2 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.48% | $751,444 | 38.9K | Q1 2026OLDER |
| Kercheville Advisors, LLC$313M AUM | 0.48% | $2M | 78.0K | Q1 2026OLDER |
| Enclave Advisors LLC$729M AUM | 0.48% | $4M | 181.5K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 0.47% | $826,832 | 42.8K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.47% | $97M | 5.03M | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.47% | $1M | 77.3K | Q1 2026OLDER |
| ASHFORD CAPITAL MANAGEMENT INC$809M AUM | 0.47% | $4M | 195.2K | Q1 2026OLDER |
| HWG Holdings LP$385M AUM | 0.46% | $2M | 92.3K | Q1 2026OLDER |
| STUART INVESTMENT ADVISORS, INC.$229M AUM | 0.46% | $1M | 54.9K | Q1 2026OLDER |
| Aldebaran Financial Inc.$105M AUM | 0.46% | $487,229 | 25.2K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.46% | $1M | 66.7K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.45% | $2M | 114.4K | Q1 2026OLDER |
| Artesa Financial Group, LLC$105M AUM | 0.45% | $467,269 | 24.2K | Q1 2026OLDER |
| Broderick Brian C$542M AUM | 0.44% | $2M | 125.0K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.44% | $601,602 | 31.2K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.44% | $2M | 110.2K | Q1 2026OLDER |
| HILLTOP WEALTH ADVISORS, LLC$167M AUM | 0.43% | $717,574 | 37.2K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.43% | $253M | 15.37M | Q4 2025OLDER |
| TT Capital Management LLC$121M AUM | 0.43% | $519,170 | 26.9K | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.42% | $2M | 86.6K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.42% | $873,190 | 45.2K | Q1 2026OLDER |
| FLAX POND CAPITAL, LLC$124M AUM | 0.42% | $521,100 | 27.0K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.40% | $4M | 211.1K | Q2 2026 |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.40% | $4M | 216.2K | Q1 2026OLDER |
| FULCRUM WEALTH ADVISORS, LLC$121M AUM | 0.40% | $483,253 | 25.0K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.40% | $452,470 | 27.4K | Q4 2025OLDER |
| Elemental Capital Partners LLC$235M AUM | 0.40% | $934,873 | 48.4K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.40% | $741,550 | 38.4K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.40% | $11M | 569.8K | Q1 2026OLDER |
| Hudson Value Partners, LLC$335M AUM | 0.39% | $1M | 68.3K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 0.39% | $579,000 | 30.0K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.39% | $3M | 162.1K | Q1 2026OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.38% | $4M | 201.5K | Q2 2026 |
| Cannon Advisors, Inc.$135M AUM | 0.37% | $554,365 | 32.9K | Q3 2025OLDER |
| Pointe Capital Management LLC$202M AUM | 0.37% | $752,854 | 39.0K | Q1 2026OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.37% | $2M | 112.0K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.36% | $791,219 | 41.5K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.36% | $1M | 53.1K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.36% | $17M | 862.6K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.35% | $8M | 429.6K | Q1 2026OLDER |
| SCHULHOFF & CO INC$243M AUM | 0.35% | $861,262 | 44.6K | Q1 2026OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 0.35% | $5M | 252.2K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.35% | $261M | 13.50M | Q1 2026OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 0.35% | $2M | 103.9K | Q2 2026 |
| Excelsior Advisor Network LLC$263M AUM | 0.34% | $901,461 | 46.7K | Q1 2026OLDER |
| KIRR MARBACH & CO LLC /IN/$549M AUM | 0.34% | $2M | 96.8K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.34% | $1M | 58.8K | Q1 2026OLDER |
| Samjo Management, LLC$231M AUM | 0.33% | $772,000 | 40.0K | Q1 2026OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.33% | $711,053 | 36.8K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.33% | $27M | 1.38M | Q1 2026OLDER |
| ADELL HARRIMAN & CARPENTER INC$1.6B AUM | 0.33% | $5M | 281.7K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.33% | $21M | 1.06M | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.33% | $988,758 | 51.2K | Q1 2026OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 0.33% | $1M | 60.0K | Q1 2026OLDER |
| C2C Wealth Management, LLC$128M AUM | 0.32% | $410,946 | 21.5K | Q2 2026 |
| TopTier Wealth Management, LLC$163M AUM | 0.32% | $522,865 | 27.1K | Q1 2026OLDER |
| Chancellor Financial Group WB LP$141M AUM | 0.32% | $449,632 | 23.3K | Q1 2026OLDER |
| Xcel Wealth Management, LLC$362M AUM | 0.31% | $1M | 59.0K | Q1 2026OLDER |
| Intellus Advisors LLC$732M AUM | 0.31% | $2M | 119.0K | Q1 2026OLDER |
| Tepp RIA, LLC$128M AUM | 0.31% | $396,333 | 20.5K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.31% | $2M | 100.0K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.31% | $4M | 232.6K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.31% | $1M | 75.0K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.31% | $6M | 297.8K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.30% | $2M | 95.9K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.30% | $2M | 99.1K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 0.30% | $663,952 | 34.4K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.30% | $38M | 1.99M | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.30% | $418,284 | 21.7K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.30% | $21M | 1.10M | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.30% | $4M | 217.6K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.30% | $3M | 147.2K | Q1 2026OLDER |
| GOLDENTREE ASSET MANAGEMENT LP$1.7B AUM | 0.30% | $5M | 259.8K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.30% | $6M | 297.7K | Q1 2026OLDER |
| American Assets Investment Management, LLC$1.5B AUM | 0.30% | $4M | 225.8K | Q1 2026OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 0.29% | $1M | 64.0K | Q1 2026OLDER |
| Helium Advisors LLC$105M AUM | 0.29% | $309,432 | 16.0K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.29% | $558,214 | 28.9K | Q1 2026OLDER |
| SLT Holdings LLC$148M AUM | 0.29% | $446,160 | 26.0K | Q3 2025OLDER |
| Valtrion Capital Management, LLC$106M AUM | 0.29% | $303,821 | 15.7K | Q1 2026OLDER |
| JBF Capital, Inc.$676M AUM | 0.29% | $2M | 100.0K | Q1 2026OLDER |
| Granite Group Advisors, LLC$165M AUM | 0.28% | $469,660 | 24.6K | Q1 2026OLDER |
| SPRING CAPITAL MANAGEMENT, LLC$198M AUM | 0.28% | $559,700 | 29.0K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.28% | $2M | 114.6K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.28% | $4M | 219.3K | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 0.28% | $488,229 | 25.5K | Q2 2026 |
| Paragon Capital Management Ltd$476M AUM | 0.28% | $1M | 68.7K | Q1 2026OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 0.28% | $2M | 151.5K | Q4 2025OLDER |
| TMB Capital Partners, LLC$297M AUM | 0.27% | $813,904 | 42.2K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.27% | $493,739 | 25.6K | Q1 2026OLDER |
| Carrera Capital Advisors$649M AUM | 0.27% | $2M | 90.7K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.27% | $3M | 179.8K | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 0.27% | $2M | 92.6K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.27% | $7M | 374.7K | Q1 2026OLDER |
| Symphony Financial Services, Inc.$195M AUM | 0.27% | $518,948 | 26.9K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.27% | $2M | 89.3K | Q1 2026OLDER |
| Papamarkou Wellner Asset Management inc.$164M AUM | 0.27% | $433,980 | 22.5K | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.26% | $2M | 92.3K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.26% | $4M | 224.4K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.26% | $37M | 1.90M | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.26% | $4M | 212.0K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 0.26% | $1M | 69.1K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.26% | $4M | 206.4K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.25% | $784,255 | 40.6K | Q1 2026OLDER |
| HAP TRADING, LLC$1.4B AUM | 0.25% | $4M | 550.9K | Q3 2025OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.25% | $2M | 82.7K | Q1 2026OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.25% | $601,540 | 31.2K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.25% | $3M | 149.7K | Q3 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.25% | $33M | 1.73M | Q1 2026OLDER |
| Ruggiero Investments, Inc.$103M AUM | 0.25% | $254,760 | 13.2K | Q1 2026OLDER |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 0.25% | $446,658 | 26.0K | Q3 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.24% | $38M | 1.98M | Q2 2026 |
| INVENIO WEALTH PARTNERS LLC$252M AUM | 0.24% | $612,119 | 31.7K | Q1 2026OLDER |
| ZEGA Investments, LLC$890M AUM | 0.24% | $2M | 111.5K | Q1 2026OLDER |
| Finer Wealth Management, Inc.$199M AUM | 0.24% | $481,439 | 24.9K | Q1 2026OLDER |
| Mizuho Markets Cayman LP$1.9B AUM | 0.24% | $4M | 230.8K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.24% | $515,666 | 26.7K | Q1 2026OLDER |
| RiverGlades Family Offices LLC$170M AUM | 0.24% | $405,300 | 21.0K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.24% | $408,266 | 21.2K | Q1 2026OLDER |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$134M AUM | 0.24% | $315,968 | 15.5K | Q1 2026OLDER |
| CAMBIAR INVESTORS LLC$2.2B AUM | 0.24% | $5M | 263.7K | Q1 2026OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.23% | $521,212 | 27.0K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.23% | $2M | 88.3K | Q2 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.23% | $306M | 15.84M | Q1 2026OLDER |
| Legacy Advisors, LLC$848M AUM | 0.23% | $2M | 101.7K | Q1 2026OLDER |
| Cypress Capital Management LLC (WY)$108M AUM | 0.23% | $249,551 | 12.9K | Q1 2026OLDER |
| HOURGLASS CAPITAL, LLC$480M AUM | 0.23% | $1M | 57.1K | Q1 2026OLDER |
| True North Advisors, LLC$877M AUM | 0.23% | $2M | 106.6K | Q4 2025OLDER |
| PYA Waltman Capital, LLC$361M AUM | 0.23% | $843,239 | 49.1K | Q3 2025OLDER |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 0.22% | $8M | 401.3K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.22% | $253M | 13.11M | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.22% | $7M | 383.3K | Q1 2026OLDER |
| Seelaus Asset Management LLC$139M AUM | 0.22% | $300,694 | 15.6K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.22% | $2M | 79.9K | Q1 2026OLDER |
| GatePass Capital, LLC$214M AUM | 0.21% | $460,504 | 23.9K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.21% | $5M | 238.6K | Q1 2026OLDER |
| RiverTree Advisors, LLC$158M AUM | 0.21% | $337,750 | 17.5K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.21% | $27M | 1.40M | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.21% | $2M | 106.2K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.21% | $14M | 716.9K | Q1 2026OLDER |
| LMG Wealth Partners, LLC$549M AUM | 0.21% | $1M | 60.1K | Q1 2026OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.21% | $826,089 | 42.8K | Q1 2026OLDER |
| Salvus Wealth Management, LLC$172M AUM | 0.21% | $360,232 | 18.7K | Q1 2026OLDER |
| Gibraltar Capital Management, Inc.$581M AUM | 0.21% | $1M | 63.0K | Q1 2026OLDER |
| Trask Adam Roland$106M AUM | 0.21% | $220,811 | 11.4K | Q1 2026OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.21% | $2M | 102.4K | Q1 2026OLDER |
| Kingsman Wealth Management, Inc.$178M AUM | 0.21% | $368,709 | 19.1K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.21% | $245,133 | 12.7K | Q1 2026OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 0.21% | $329,151 | 17.1K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.20% | $316,405 | 16.4K | Q1 2026OLDER |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 0.20% | $289,500 | 15.0K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.20% | $644,871 | 33.4K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 0.20% | $426,383 | 22.1K | Q1 2026OLDER |
| Disciplined Investments, LLC$279M AUM | 0.20% | $556,450 | 28.8K | Q1 2026OLDER |
| Asio Capital, LLC$712M AUM | 0.20% | $1M | 73.5K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.20% | $1M | 76.2K | Q1 2026OLDER |
| Abundance Wealth Counselors$697M AUM | 0.20% | $1M | 71.8K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 0.20% | $276,955 | 14.3K | Q1 2026OLDER |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.20% | $457,893 | 0 | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.20% | $562,508 | 34.0K | Q3 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.20% | $36M | 1.89M | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.20% | $37M | 1.92M | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.20% | $26M | 1.35M | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.19% | $2M | 106.6K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.19% | $17M | 871.7K | Q1 2026OLDER |
| Merewether Investment Management, LP$5.2B AUM | 0.19% | $10M | 516.2K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 0.19% | $322,586 | 16.7K | Q1 2026OLDER |
| FAIRHOLME CAPITAL MANAGEMENT LLC$1.5B AUM | 0.19% | $3M | 166.6K | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.19% | $6M | 338.2K | Q2 2026 |
| Talisman Wealth Advisors LLC$124M AUM | 0.19% | $235,564 | 12.2K | Q1 2026OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.19% | $767,827 | 39.8K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 0.19% | $845,996 | 43.8K | Q1 2026OLDER |
| ALLIUM FINANCIAL ADVISORS, LLC$125M AUM | 0.18% | $230,315 | 11.9K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.18% | $493,341 | 25.6K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.18% | $493,341 | 25.6K | Q1 2026OLDER |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 0.18% | $322,311 | 16.7K | Q1 2026OLDER |
| ARDSLEY ADVISORY PARTNERS LP$784M AUM | 0.18% | $1M | 75.0K | Q1 2026OLDER |
| Mattern Wealth Management LLC$513M AUM | 0.18% | $941,302 | 48.8K | Q1 2026OLDER |
| Veracity Capital LLC$280M AUM | 0.18% | $618,590 | 37.5K | Q4 2025OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.18% | $15M | 766.2K | Q1 2026OLDER |
| Rockwood Wealth Management, LLC$1.4B AUM | 0.18% | $3M | 131.2K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.18% | $240,791 | 12.3K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.18% | $7M | 336.5K | Q1 2026OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 0.18% | $193,193 | 10.0K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.18% | $1M | 65.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.18% | $99M | 5.14M | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.18% | $331,541 | 16.3K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.18% | $746,956 | 38.7K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.18% | $518,898 | 27.1K | Q2 2026 |
| Summit Financial, LLC$7.8B AUM | 0.17% | $14M | 710.7K | Q1 2026OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 0.17% | $1M | 68.4K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.17% | $656,882 | 34.0K | Q1 2026OLDER |
| SENTINEL WEALTH MANAGEMENT, INC.$125M AUM | 0.17% | $215,832 | 11.2K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 0.17% | $195,900 | 10.0K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.17% | $2M | 92.4K | Q1 2026OLDER |
| Rydar Equities, Inc.$129M AUM | 0.17% | $218,213 | 11.3K | Q1 2026OLDER |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 0.17% | $416,783 | 21.6K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.17% | $25M | 1.29M | Q1 2026OLDER |
| BROOKFIELD Corp /ON/$74.2B AUM | 0.17% | $124M | 6.45M | Q1 2026OLDER |
| Stillwater Wealth Management Group$162M AUM | 0.17% | $270,200 | 14.0K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.17% | $455,480 | 23.6K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.17% | $1.1B | 56.09M | Q1 2026OLDER |
| GRANVILLE CAPITAL, INC.$191M AUM | 0.16% | $315,614 | 16.4K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.16% | $2M | 98.1K | Q1 2026OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.16% | $4M | 218.2K | Q1 2026OLDER |
| Tiller Private Wealth, Inc.$281M AUM | 0.16% | $458,968 | 23.8K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.16% | $369,597 | 19.1K | Q1 2026OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.16% | $507,635 | 26.3K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.16% | $651,994 | 33.8K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.16% | $645,278 | 33.4K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 0.16% | $1M | 69.4K | Q2 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 0.16% | $545,538 | 28.3K | Q1 2026OLDER |
| Greenland Capital Management LP$787M AUM | 0.16% | $1M | 65.0K | Q1 2026OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 0.16% | $293,021 | 15.2K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.16% | $1M | 52.2K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.16% | $856,453 | 44.4K | Q1 2026OLDER |
| Dauntless Investment Group, LLC$151M AUM | 0.16% | $237,390 | 12.3K | Q1 2026OLDER |
| Argent Advisors, Inc.$366M AUM | 0.16% | $575,159 | 29.8K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.16% | $1M | 77.2K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.16% | $453,922 | 23.5K | Q1 2026OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 0.16% | $982,773 | 50.9K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.16% | $9M | 484.0K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.15% | $228,211 | 13.3K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.15% | $6M | 332.5K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.15% | $1M | 70.1K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.15% | $858,765 | 44.5K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.15% | $2M | 90.0K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.15% | $403,769 | 20.9K | Q1 2026OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.15% | $5M | 238.2K | Q1 2026OLDER |
| Fairman Group, LLC$117M AUM | 0.15% | $176,595 | 9.2K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 0.15% | $193,000 | 10.0K | Q1 2026OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 0.15% | $380,499 | 19.7K | Q1 2026OLDER |
| Pursuit Wealth Management LLC$116M AUM | 0.15% | $171,369 | 10.4K | Q4 2025OLDER |
| Core Wealth Partners LLC$215M AUM | 0.15% | $316,288 | 16.4K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.15% | $1M | 73.8K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.15% | $865,994 | 44.9K | Q1 2026OLDER |
| VIAWEALTH, LLC$180M AUM | 0.15% | $260,928 | 13.5K | Q1 2026OLDER |
| Private Wealth Partners, LLC$1.3B AUM | 0.14% | $2M | 96.5K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.14% | $1M | 72.1K | Q1 2026OLDER |
| Next Level Wealth Planning, LLC$195M AUM | 0.14% | $278,364 | 14.4K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.14% | $3M | 167.3K | Q1 2026OLDER |
| DWR WEALTH MANAGEMENT, LLC$134M AUM | 0.14% | $190,600 | 10.0K | Q2 2026 |
| Trueblood Wealth Management, LLC$256M AUM | 0.14% | $363,728 | 18.8K | Q1 2026OLDER |
| JBR Co Financial Management Inc$274M AUM | 0.14% | $389,876 | 20.4K | Q2 2026 |
| Morton Capital Management LLC/CA$672M AUM | 0.14% | $950,863 | 49.3K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.14% | $1M | 62.3K | Q4 2025OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.14% | $195,413 | 10.1K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.14% | $4M | 216.1K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.14% | $568,315 | 29.4K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.14% | $2M | 106.2K | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 0.14% | $259,309 | 13.4K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.14% | $272,921 | 14.1K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.14% | $710,889 | 36.8K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 0.14% | $266,963 | 15.6K | Q3 2025OLDER |
| Legacy Wealth Advisors, LLC$196M AUM | 0.14% | $273,771 | 14.2K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.14% | $1M | 59.8K | Q1 2026OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.14% | $606,505 | 31.4K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 0.14% | $250,407 | 12.9K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.14% | $214,191 | 13.0K | Q4 2025OLDER |
| TRB Wealth Management, LLC$704M AUM | 0.14% | $965,000 | 50.0K | Q1 2026OLDER |
| Frankly Finances, LLC$110M AUM | 0.14% | $151,505 | 7.8K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 0.14% | $1M | 64.2K | Q1 2026OLDER |
| Compass Financial Group, INC/SD$715M AUM | 0.14% | $973,238 | 50.4K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.14% | $23M | 1.20M | Q1 2026OLDER |
| Watts Gwilliam & Co., LLC$620M AUM | 0.13% | $836,241 | 48.7K | Q3 2025OLDER |
| Talon Private Wealth, LLC$753M AUM | 0.13% | $1M | 52.5K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.13% | $238,027 | 12.3K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.13% | $1M | 53.5K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.13% | $1.2B | 60.42M | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.13% | $361,140 | 18.7K | Q1 2026OLDER |
| MADDEN SECURITIES Corp$333M AUM | 0.13% | $443,889 | 23.0K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.13% | $1M | 70.8K | Q3 2025OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.13% | $3M | 154.7K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.13% | $528,409 | 28.2K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.13% | $334,025 | 17.3K | Q1 2026OLDER |
| DOLIVER ADVISORS, LP$440M AUM | 0.13% | $577,957 | 29.9K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.13% | $417,131 | 21.6K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.13% | $2M | 79.3K | Q1 2026OLDER |
| THOMPSON DAVIS & CO., INC.$150M AUM | 0.13% | $194,930 | 10.1K | Q1 2026OLDER |
| Hartford Financial Management Inc.$392M AUM | 0.13% | $509,173 | 26.4K | Q1 2026OLDER |
| Summit Financial Strategies, Inc.$1.3B AUM | 0.13% | $2M | 85.2K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.13% | $306,870 | 15.9K | Q1 2026OLDER |
| Highlander Partners, L.P.$256M AUM | 0.13% | $329,644 | 17.1K | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.13% | $746,107 | 38.7K | Q1 2026OLDER |
| ACT WEALTH MANAGEMENT, LLC$340M AUM | 0.13% | $430,200 | 22.5K | Q2 2026 |
| Greenline Partners, LLC$930M AUM | 0.13% | $1M | 60.7K | Q1 2026OLDER |
| CURA WEALTH ADVISORS, LLC$223M AUM | 0.13% | $280,836 | 14.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.13% | $9M | 489.4K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.13% | $1M | 61.7K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.12% | $2M | 122.1K | Q1 2026OLDER |
| Perbak Capital Partners LLP$406M AUM | 0.12% | $699,442 | 40.8K | Q3 2025OLDER |
| Seven Springs Wealth Group, LLC$432M AUM | 0.12% | $531,966 | 27.6K | Q1 2026OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.12% | $1M | 73.8K | Q1 2026OLDER |
| Kiker Wealth Management, LLC$209M AUM | 0.12% | $256,208 | 13.3K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.12% | $4M | 200.1K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.12% | $967,142 | 50.1K | Q1 2026OLDER |
| Attessa Capital LLC$223M AUM | 0.12% | $269,592 | 14.1K | Q2 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM | 0.12% | $378,378 | 19.9K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.12% | $494,700 | 30.0K | Q4 2025OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.12% | $10M | 532.2K | Q1 2026OLDER |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.12% | $244,833 | 12.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.12% | $129M | 6.69M | Q1 2026OLDER |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 0.12% | $801,476 | 41.5K | Q1 2026OLDER |
| WFA Asset Management Corp$184M AUM | 0.12% | $216,637 | 13.5K | Q3 2025OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.12% | $677,932 | 35.1K | Q1 2026OLDER |
| Westwood Wealth Management$255M AUM | 0.12% | $299,150 | 15.5K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.12% | $348,175 | 18.0K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.12% | $2M | 108.2K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.12% | $343,200 | 20.0K | Q3 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.12% | $2M | 93.9K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.12% | $254,862 | 13.5K | Q1 2026OLDER |
| Second Line Capital, LLC$528M AUM | 0.12% | $610,187 | 30.2K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.12% | $409,739 | 21.2K | Q1 2026OLDER |
| Leisure Capital Management$286M AUM | 0.11% | $328,255 | 17.0K | Q1 2026OLDER |
| Asset Advisory Group, Inc.$229M AUM | 0.11% | $259,229 | 13.6K | Q2 2026 |
| Aspen Grove Capital, LLC$514M AUM | 0.11% | $579,019 | 30.0K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.11% | $1M | 71.6K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.11% | $2M | 84.2K | Q1 2026OLDER |
| Fortis Capital Management LLC$977M AUM | 0.11% | $1M | 56.5K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.11% | $2M | 135.4K | Q3 2025OLDER |
| Southern Financial Group, LLC$358M AUM | 0.11% | $399,260 | 20.7K | Q2 2026 |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.11% | $359,658 | 18.6K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.11% | $8M | 401.9K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.