GBTCGRAYSCALE BITCOIN TRUST ETF
CUSIP 389637109 · Yahoo Finance ↗ · Google Finance ↗
Grayscale Bitcoin Trust Etf (GBTC) has 653 institutional holders in Filings Flow’s 13F database, together reporting 405.6K shares worth $20M as of Q2 2026. The largest reported holders are Horizon Kinetics Asset Management LLC, Susquehanna International Group, LLP, and Alkeon Capital Management LLC.
Institutional Holders
653
Q2 2026
Reported Value
$1.6B
Ticker
GBTC
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MSRH, LLC$113M AUM | 19.61% | $22M | 419.6K | Q1 2026OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 8.00% | $739M | 14.00M | Q1 2026OLDER |
| MAD RIVER INVESTORS$278M AUM | 6.84% | $19M | 360.1K | Q1 2026OLDER |
| SLT Holdings LLC$148M AUM | 4.43% | $7M | 124.0K | Q1 2026OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 3.66% | $15M | 277.0K | Q1 2026OLDER |
| EagleClaw Capital Managment, LLC$714M AUM | 2.63% | $19M | 355.8K | Q1 2026OLDER |
| Guild Investment Management, Inc.$140M AUM | 2.55% | $4M | 67.6K | Q1 2026OLDER |
| Citrine Capital LLC$231M AUM | 2.33% | $5M | 101.8K | Q1 2026OLDER |
| Haven Private, LLC$230M AUM | 1.68% | $4M | 73.2K | Q1 2026OLDER |
| Seal Cove Capital, LLC$107M AUM | 1.56% | $2M | 24.5K | Q1 2026OLDER |
| Ascension Capital Advisors, Inc.$318M AUM | 1.55% | $5M | 65.9K | Q4 2025OLDER |
| Once Capital Management, LLC$374M AUM | 1.52% | $6M | 107.7K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 1.44% | $2M | 43.0K | Q1 2026OLDER |
| Ridgepath Capital Management LLC$201M AUM | 1.32% | $3M | 50.3K | Q1 2026OLDER |
| Fielder Capital Group LLC$459M AUM | 1.28% | $6M | 111.3K | Q1 2026OLDER |
| HFG Wealth Management, LLC$182M AUM | 1.21% | $2M | 41.7K | Q1 2026OLDER |
| TB Alternative Assets Ltd.$481M AUM | 1.15% | $8M | 85.7K | Q3 2025OLDER |
| Palumbo Wealth Management LLC$410M AUM | 1.13% | $5M | 67.3K | Q4 2025OLDER |
| Illumine Investment Management, LLC$130M AUM | 1.09% | $1M | 27.0K | Q1 2026OLDER |
| SELDON CAPITAL LP$272M AUM | 1.09% | $3M | 56.1K | Q1 2026OLDER |
| White Knight Strategic Wealth Advisors, LLC$119M AUM | 1.05% | $1M | 23.6K | Q1 2026OLDER |
| Sloy Dahl & Holst, LLC$728M AUM | 0.97% | $7M | 133.4K | Q1 2026OLDER |
| Alamea Verwaltungs GmbH$135M AUM | 0.94% | $1M | 22.4K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.94% | $14M | 258.7K | Q1 2026OLDER |
| OakTrust Wealth Advisors, LLC$110M AUM | 0.89% | $982,761 | 18.6K | Q1 2026OLDER |
| Integras Partners LLC$152M AUM | 0.88% | $1M | 25.4K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.86% | $6M | 117.6K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.82% | $4M | 76.5K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.82% | $7M | 72.8K | Q3 2025OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.82% | $3M | 40.5K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.81% | $2M | 35.5K | Q1 2026OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 0.75% | $2M | 38.7K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.70% | $16M | 311.4K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.70% | $15M | 280.0K | Q1 2026OLDER |
| CURA WEALTH ADVISORS, LLC$223M AUM | 0.64% | $1M | 27.3K | Q1 2026OLDER |
| ACT CAPITAL MANAGEMENT, LLC$127M AUM | 0.64% | $812,504 | 15.4K | Q1 2026OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.60% | $1M | 25.1K | Q1 2026OLDER |
| TigerOak Management, L.L.C.$317M AUM | 0.60% | $2M | 36.1K | Q1 2026OLDER |
| Upper Left Wealth Management, LLC$169M AUM | 0.60% | $1M | 19.3K | Q1 2026OLDER |
| Watts Gwilliam & Co., LLC$620M AUM | 0.58% | $4M | 40.0K | Q3 2025OLDER |
| Finer Wealth Management, Inc.$199M AUM | 0.58% | $1M | 21.8K | Q1 2026OLDER |
| Verde Capital Management$468M AUM | 0.57% | $3M | 50.7K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.55% | $3M | 55.1K | Q2 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.55% | $1M | 11.6K | Q3 2025OLDER |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 0.55% | $2M | 45.6K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 0.55% | $639,451 | 12.1K | Q1 2026OLDER |
| CMG Global Holdings, LLC$210M AUM | 0.55% | $1M | 21.7K | Q1 2026OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 0.53% | $912,417 | 17.3K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.53% | $4M | 82.8K | Q1 2026OLDER |
| Red Door Wealth Management, LLC$962M AUM | 0.52% | $5M | 95.6K | Q1 2026OLDER |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 0.52% | $1M | 20.6K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.51% | $9M | 146.1K | Q1 2026OLDER |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.51% | $1M | 0 | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.50% | $728,932 | 13.8K | Q1 2026OLDER |
| Pilgrim Partners Asia Pte Ltd$246M AUM | 0.49% | $1M | 22.7K | Q1 2026OLDER |
| PYA Waltman Capital, LLC$361M AUM | 0.47% | $2M | 31.9K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 0.45% | $2M | 43.3K | Q1 2026OLDER |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 0.43% | $533,720 | 10.1K | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 0.43% | $828,649 | 15.7K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.42% | $16M | 232.7K | Q4 2025OLDER |
| LAKEWOOD CAPITAL MANAGEMENT, LP$1.6B AUM | 0.41% | $7M | 123.5K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.40% | $258,894 | 3.8K | Q4 2025OLDER |
| Cynosure Group, LLC$800M AUM | 0.39% | $4M | 40.2K | Q3 2025OLDER |
| Hartmann Taylor Wealth Management, LLC$151M AUM | 0.39% | $588,538 | 11.2K | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 0.39% | $8M | 150.0K | Q1 2026OLDER |
| WESTCO ADVISORY SERVICES INC /ADV$163M AUM | 0.36% | $591,177 | 8.6K | Q1 2026OLDER |
| TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM | 0.36% | $4M | 84.6K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.35% | $982,919 | 18.6K | Q1 2026OLDER |
| MRP Capital Investments, LLC$115M AUM | 0.35% | $400,449 | 7.6K | Q1 2026OLDER |
| RAHLFS CAPITAL, LLC$136M AUM | 0.35% | $437,180 | 4.9K | Q3 2025OLDER |
| MCRAE CAPITAL MANAGEMENT INC$482M AUM | 0.34% | $2M | 30.9K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.33% | $1M | 25.5K | Q1 2026OLDER |
| FORTEM FINANCIAL GROUP, LLC$399M AUM | 0.33% | $1M | 24.7K | Q1 2026OLDER |
| VISTA FINANCE, LLC$126M AUM | 0.32% | $402,668 | 7.6K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.31% | $3M | 56.9K | Q1 2026OLDER |
| FAGAN ASSOCIATES, INC.$719M AUM | 0.31% | $2M | 42.4K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.30% | $4M | 77.6K | Q1 2026OLDER |
| Sage Investment Advisers LLC$149M AUM | 0.30% | $450,648 | 9.9K | Q2 2026 |
| EPIQ PARTNERS, LLC$236M AUM | 0.30% | $706,619 | 15.5K | Q2 2026 |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.30% | $3M | 51.3K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.30% | $2M | 5.2K | Q4 2025OLDER |
| Canton Hathaway, LLC$496M AUM | 0.29% | $1M | 27.2K | Q1 2026OLDER |
| Convergence Financial, LLC$943M AUM | 0.29% | $3M | 51.3K | Q1 2026OLDER |
| Midwest Financial Partners Investments, Inc.$189M AUM | 0.28% | $510,103 | 7.5K | Q4 2025OLDER |
| NavPoint Financial, Inc.$247M AUM | 0.28% | $696,432 | 13.2K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.27% | $540,737 | 10.2K | Q1 2026OLDER |
| IRIDIAN ASSET MANAGEMENT LLC/CT$247M AUM | 0.27% | $721,813 | 10.6K | Q4 2025OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.26% | $970,144 | 10.8K | Q3 2025OLDER |
| Bellwether Advisors, LLC$590M AUM | 0.26% | $2M | 17.6K | Q3 2025OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.26% | $3M | 63.3K | Q1 2026OLDER |
| Malaga Cove Capital, LLC$278M AUM | 0.26% | $720,649 | 13.7K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.26% | $433,951 | 8.2K | Q1 2026OLDER |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 0.25% | $436,536 | 8.3K | Q1 2026OLDER |
| Birch Hill Investment Advisors LLC$2.2B AUM | 0.24% | $5M | 102.8K | Q1 2026OLDER |
| Keystone Global Partners, LLC$225M AUM | 0.24% | $535,356 | 10.1K | Q1 2026OLDER |
| Foundation Wealth Management, LLC$148M AUM | 0.24% | $350,696 | 6.6K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.24% | $558,465 | 10.6K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.23% | $362,408 | 6.9K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.23% | $3M | 57.9K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.22% | $366,656 | 7.0K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.22% | $1M | 28.4K | Q2 2026 |
| Northern Lights Advisors, Inc.$148M AUM | 0.22% | $329,222 | 6.2K | Q1 2026OLDER |
| CHERRYDALE WEALTH MANAGEMENT, LLC$324M AUM | 0.22% | $713,896 | 13.5K | Q1 2026OLDER |
| Meixler Investment Management, Ltd.$186M AUM | 0.22% | $358,822 | 5.2K | Q4 2025OLDER |
| Williams Financial, LLC$172M AUM | 0.21% | $207,099 | 2.3K | Q3 2025OLDER |
| Montz Harcus Wealth Management LLC$248M AUM | 0.21% | $513,935 | 9.7K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.21% | $323,946 | 6.1K | Q1 2026OLDER |
| Horrell Capital Management, Inc.$219M AUM | 0.21% | $451,995 | 8.6K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.21% | $313,605 | 5.9K | Q1 2026OLDER |
| Mills Wealth Advisors LLC$318M AUM | 0.20% | $638,099 | 14.0K | Q2 2026 |
| Ciovacco Capital Management LLC$172M AUM | 0.20% | $392,281 | 7.7K | Q3 2025OLDER |
| Galaxy Group Investments LLC$1.1B AUM | 0.19% | $2M | 29.1K | Q1 2026OLDER |
| Bonfire Financial$133M AUM | 0.19% | $250,822 | 3.6K | Q4 2025OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.18% | $3M | 48.1K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.18% | $241,799 | 4.6K | Q1 2026OLDER |
| Stephenson & Company, Inc.$184M AUM | 0.18% | $337,664 | 6.4K | Q1 2026OLDER |
| Arlington Capital Management, Inc.$177M AUM | 0.18% | $294,016 | 4.3K | Q4 2025OLDER |
| New Republic Capital, LLC$297M AUM | 0.18% | $529,710 | 10.0K | Q1 2026OLDER |
| Cooksen Wealth, LLC$138M AUM | 0.18% | $237,531 | 2.6K | Q3 2025OLDER |
| PRINCETON CAPITAL MANAGEMENT LLC$367M AUM | 0.17% | $648,409 | 7.2K | Q3 2025OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$132M AUM | 0.17% | $208,356 | 2.3K | Q3 2025OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.17% | $1M | 19.1K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.17% | $202,415 | 3.0K | Q4 2025OLDER |
| Abacus Planning Group, Inc.$743M AUM | 0.17% | $1M | 23.7K | Q1 2026OLDER |
| MARSHALL & SULLIVAN INC /WA/$216M AUM | 0.17% | $362,671 | 4.0K | Q3 2025OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.17% | $2M | 33.3K | Q1 2026OLDER |
| Adalta Capital Management LLC$209M AUM | 0.16% | $362,222 | 4.0K | Q3 2025OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 0.16% | $266,438 | 5.0K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.16% | $383,408 | 7.3K | Q1 2026OLDER |
| Trevian Wealth Management LLC$203M AUM | 0.16% | $322,644 | 6.1K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 0.16% | $723,867 | 13.7K | Q1 2026OLDER |
| Mainstream Capital Management LLC$149M AUM | 0.16% | $241,858 | 3.5K | Q4 2025OLDER |
| WASHINGTON GROWTH STRATEGIES LLC$153M AUM | 0.16% | $220,565 | 2.5K | Q3 2025OLDER |
| GRANVILLE CAPITAL, INC.$191M AUM | 0.15% | $296,089 | 5.6K | Q1 2026OLDER |
| PARAGON FINANCIAL PARTNERS, INC.$177M AUM | 0.15% | $243,277 | 2.7K | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.15% | $5M | 91.0K | Q1 2026OLDER |
| Lighthouse Wealth Management Inc.$147M AUM | 0.15% | $225,338 | 4.3K | Q1 2026OLDER |
| Genesis Financial Group, LLC$158M AUM | 0.15% | $240,058 | 4.5K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 0.15% | $1M | 22.1K | Q1 2026OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.15% | $823,795 | 15.6K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.15% | $333,707 | 6.3K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.15% | $393,537 | 7.5K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.15% | $4M | 65.4K | Q1 2026OLDER |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.14% | $230,031 | 3.4K | Q4 2025OLDER |
| MWA Asset Management$183M AUM | 0.14% | $258,268 | 2.9K | Q3 2025OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.14% | $494,414 | 9.4K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.14% | $377,498 | 7.2K | Q1 2026OLDER |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 0.14% | $237,980 | 2.7K | Q3 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.14% | $16M | 303.1K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 0.14% | $659,500 | 12.5K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.13% | $446,435 | 6.5K | Q4 2025OLDER |
| MADDEN SECURITIES Corp$333M AUM | 0.13% | $442,393 | 8.4K | Q1 2026OLDER |
| Curran Financial Partners, LLC$559M AUM | 0.13% | $742,280 | 14.1K | Q1 2026OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 0.13% | $848,502 | 13.8K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 0.13% | $259,884 | 2.9K | Q3 2025OLDER |
| HRC WEALTH MANAGEMENT, LLC$212M AUM | 0.13% | $279,259 | 5.3K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.13% | $325,530 | 6.2K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.13% | $1M | 21.7K | Q1 2026OLDER |
| Aspen Grove Capital, LLC$514M AUM | 0.13% | $667,678 | 12.7K | Q1 2026OLDER |
| Equita Financial Network, Inc.$318M AUM | 0.13% | $420,893 | 6.2K | Q4 2025OLDER |
| Oxinas Partners, LLC$219M AUM | 0.13% | $236,095 | 2.6K | Q3 2025OLDER |
| Boomfish Wealth Group, LLC$187M AUM | 0.13% | $234,120 | 2.6K | Q3 2025OLDER |
| Ribbit Management Company, LLC$1.7B AUM | 0.12% | $3M | 29.3K | Q3 2025OLDER |
| NCM Capital Management, LLC$279M AUM | 0.12% | $344,153 | 6.5K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.12% | $150,450 | 2.9K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.12% | $783,328 | 14.8K | Q1 2026OLDER |
| apricus wealth, LLC$205M AUM | 0.12% | $224,425 | 2.5K | Q3 2025OLDER |
| ICONIQ Capital, LLC$4.5B AUM | 0.12% | $5M | 101.6K | Q1 2026OLDER |
| BRAVE ASSET MANAGEMENT INC$467M AUM | 0.12% | $504,438 | 9.6K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.12% | $2M | 29.6K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.12% | $212,781 | 4.0K | Q1 2026OLDER |
| Plan A Wealth LLC$209M AUM | 0.11% | $225,053 | 2.5K | Q3 2025OLDER |
| RFP Financial Group LLC$184M AUM | 0.11% | $238,850 | 3.5K | Q4 2025OLDER |
| Sharper & Granite LLC$293M AUM | 0.11% | $333,971 | 6.3K | Q1 2026OLDER |
| DELTEC ASSET MANAGEMENT LLC$545M AUM | 0.11% | $619,930 | 11.8K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.11% | $735,895 | 10.8K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.11% | $237,262 | 2.6K | Q3 2025OLDER |
| KENNICOTT CAPITAL MANAGEMENT LLC$183M AUM | 0.11% | $233,492 | 2.6K | Q3 2025OLDER |
| Riverview Capital Advisers, LLC$300M AUM | 0.11% | $336,240 | 6.4K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.11% | $287,914 | 6.3K | Q2 2026 |
| TRUE Private Wealth Advisors$1.0B AUM | 0.11% | $1M | 22.2K | Q1 2026OLDER |
| Meridian Financial Partners LLC$263M AUM | 0.11% | $264,887 | 2.7K | Q3 2025OLDER |
| BostonPremier Wealth LLC$194M AUM | 0.11% | $212,326 | 3.1K | Q4 2025OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.11% | $249,309 | 3.6K | Q4 2025OLDER |
| DOLIVER ADVISORS, LP$440M AUM | 0.11% | $471,885 | 8.9K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.11% | $1M | 19.9K | Q1 2026OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 0.11% | $672,373 | 12.7K | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 0.11% | $656,668 | 7.3K | Q3 2025OLDER |
| Second Half Financial Partners, LLC$222M AUM | 0.11% | $233,357 | 4.4K | Q1 2026OLDER |
| ABOUND FINANCIAL, LLC$229M AUM | 0.10% | $237,631 | 4.5K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.10% | $254,779 | 5.1K | Q1 2026OLDER |
| Lion Street Advisors, LLC$289M AUM | 0.10% | $297,845 | 6.0K | Q3 2025OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.10% | $590,543 | 11.2K | Q1 2026OLDER |
| Wealth Analytics Partners, LLC$246M AUM | 0.10% | $248,500 | 4.7K | Q1 2026OLDER |
| HCR Wealth Advisors$964M AUM | 0.10% | $969,676 | 18.4K | Q1 2026OLDER |
| Wilmar Advisors LLC$116M AUM | 0.10% | $116,072 | 2.2K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.10% | $682,664 | 12.9K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.10% | $2M | 35.4K | Q1 2026OLDER |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 0.10% | $1M | 24.0K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.10% | $2M | 32.1K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.10% | $2M | 33.1K | Q1 2026OLDER |
| STANSBERRY ASSET MANAGEMENT, LLC$973M AUM | 0.10% | $932,533 | 17.7K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.09% | $997,662 | 21.9K | Q2 2026 |
| Insight Advisors, LLC/ PA$525M AUM | 0.09% | $496,365 | 9.4K | Q1 2026OLDER |
| Johnson & White Wealth Management, LLC$236M AUM | 0.09% | $206,112 | 2.3K | Q3 2025OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 0.09% | $296,477 | 4.3K | Q4 2025OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.09% | $235,287 | 2.6K | Q3 2025OLDER |
| Genesee Capital Advisors, LLC$239M AUM | 0.09% | $211,408 | 2.4K | Q3 2025OLDER |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 0.09% | $212,486 | 2.4K | Q3 2025OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.09% | $213,045 | 4.0K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.09% | $228,734 | 2.5K | Q3 2025OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.09% | $231,462 | 3.3K | Q4 2025OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.09% | $322,123 | 5.8K | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 0.09% | $232,813 | 4.3K | Q1 2026OLDER |
| Triton Wealth Management, PLLC$270M AUM | 0.09% | $235,582 | 4.4K | Q1 2026OLDER |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.09% | $591,207 | 8.2K | Q4 2025OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.09% | $227,327 | 5.0K | Q2 2026 |
| Embree Financial Group$849M AUM | 0.09% | $739,537 | 14.0K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.09% | $437,750 | 8.3K | Q1 2026OLDER |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 0.09% | $779,266 | 14.8K | Q1 2026OLDER |
| Blackhawk Capital Partners, LLC$273M AUM | 0.09% | $233,410 | 4.4K | Q1 2026OLDER |
| CHANNEL WEALTH LLC$413M AUM | 0.08% | $350,748 | 6.6K | Q1 2026OLDER |
| Private Capital Advisors, Inc.$872M AUM | 0.08% | $738,534 | 14.0K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.08% | $743,688 | 10.9K | Q4 2025OLDER |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 0.08% | $228,734 | 2.5K | Q3 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.08% | $7M | 129.0K | Q1 2026OLDER |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 0.08% | $414,536 | 7.9K | Q1 2026OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 0.08% | $225,323 | 2.5K | Q3 2025OLDER |
| Able Wealth Management LLC$374M AUM | 0.08% | $257,991 | 3.8K | Q4 2025OLDER |
| ALKEON CAPITAL MANAGEMENT LLC$59.5B AUM | 0.08% | $49M | 920.0K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.08% | $1M | 16.3K | Q1 2026OLDER |
| MATAURO, LLC$692M AUM | 0.08% | $562,685 | 10.7K | Q1 2026OLDER |
| GRAYBILL WEALTH MANAGEMENT, LTD.$328M AUM | 0.08% | $263,800 | 5.0K | Q1 2026OLDER |
| 25 LLC$324M AUM | 0.08% | $234,569 | 2.6K | Q3 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.08% | $2M | 33.9K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.08% | $510,851 | 2.9K | Q4 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.08% | $3M | 64.3K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.08% | $216,263 | 4.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.08% | $4M | 64.4K | Q4 2025OLDER |
| Secure Asset Management, LLC$632M AUM | 0.08% | $492,409 | 9.3K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.08% | $297,039 | 5.6K | Q1 2026OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.08% | $217,522 | 3.2K | Q4 2025OLDER |
| Westmount Partners, LLC$457M AUM | 0.08% | $353,417 | 7.8K | Q2 2026 |
| Firestone Capital Management$480M AUM | 0.08% | $357,796 | 5.2K | Q4 2025OLDER |
| Safeguard Investment Advisory Group, LLC$362M AUM | 0.08% | $273,086 | 5.2K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.08% | $996,477 | 18.9K | Q1 2026OLDER |
| Clare Market Investments LLC$478M AUM | 0.08% | $375,149 | 4.2K | Q3 2025OLDER |
| Richardson Capital Management LLC$207M AUM | 0.07% | $149,298 | 2.2K | Q4 2025OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.07% | $202,961 | 3.0K | Q4 2025OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.07% | $908,000 | 17.2K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.07% | $105,678 | 2.0K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.07% | $208,266 | 2.3K | Q3 2025OLDER |
| Fortis Capital Management LLC$977M AUM | 0.07% | $699,023 | 13.2K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.07% | $1M | 22.6K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.07% | $718,141 | 10.5K | Q4 2025OLDER |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 0.07% | $252,932 | 3.7K | Q4 2025OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.07% | $246,125 | 4.7K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.07% | $204,191 | 2.3K | Q3 2025OLDER |
| NWAM LLC$1.7B AUM | 0.07% | $1M | 22.7K | Q1 2026OLDER |
| Sentry LLC$314M AUM | 0.07% | $249,993 | 3.7K | Q4 2025OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.07% | $1M | 18.1K | Q4 2025OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 0.07% | $307,485 | 5.8K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.07% | $239,686 | 2.7K | Q3 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.07% | $2M | 34.5K | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.07% | $76,153 | 1.1K | Q4 2025OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.07% | $214,206 | 4.1K | Q1 2026OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.07% | $224,425 | 2.5K | Q3 2025OLDER |
| WorthPointe, LLC$369M AUM | 0.07% | $254,436 | 3.7K | Q4 2025OLDER |
| Pandora Wealth, Inc.$165M AUM | 0.07% | $109,376 | 1.6K | Q4 2025OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 0.07% | $235,521 | 4.5K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 0.07% | $260,961 | 2.9K | Q3 2025OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.07% | $497,052 | 9.4K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.06% | $140,638 | 1.9K | Q4 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.06% | $524,751 | 9.9K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.06% | $1M | 19.2K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.06% | $502,803 | 9.5K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.06% | $1M | 21.7K | Q1 2026OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.06% | $200,456 | 2.2K | Q3 2025OLDER |
| Atlas Brown,Inc.$372M AUM | 0.06% | $201,983 | 2.3K | Q3 2025OLDER |
| Centric Wealth Management$501M AUM | 0.06% | $268,296 | 3.1K | Q3 2025OLDER |
| ZEGA Investments, LLC$890M AUM | 0.06% | $527,600 | 10.0K | Q1 2026OLDER |
| COFG Advisors, LLC$404M AUM | 0.06% | $239,689 | 4.5K | Q1 2026OLDER |
| BNC WEALTH MANAGEMENT, LLC$360M AUM | 0.06% | $233,402 | 2.6K | Q3 2025OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.06% | $409,523 | 7.8K | Q1 2026OLDER |
| Freedom Day Solutions, LLC$373M AUM | 0.06% | $210,960 | 2.4K | Q3 2025OLDER |
| IAM Advisory, LLC$446M AUM | 0.06% | $255,701 | 3.7K | Q4 2025OLDER |
| Modus Advisors, LLC$363M AUM | 0.06% | $214,035 | 3.1K | Q4 2025OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.06% | $217,727 | 3.2K | Q4 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.06% | $1M | 20.3K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.06% | $13M | 243.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.05% | $4M | 78.2K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.05% | $217,692 | 2.4K | Q3 2025OLDER |
| Level Financial Advisors$392M AUM | 0.05% | $213,203 | 4.0K | Q1 2026OLDER |
| VectorGlobal IAG, Inc.$385M AUM | 0.05% | $204,656 | 3.9K | Q2 2026 |
| Pettinga Financial Advisors LLC$624M AUM | 0.05% | $327,244 | 7.2K | Q2 2026 |
| DeDora Capital, Inc.$408M AUM | 0.05% | $213,520 | 4.0K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 0.05% | $52,760 | 1.0K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.05% | $513,658 | 7.5K | Q4 2025OLDER |
| NovaPoint Capital, LLC$399M AUM | 0.05% | $211,857 | 2.4K | Q3 2025OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.05% | $301,787 | 5.7K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.05% | $470,163 | 8.7K | Q1 2026OLDER |
| CLG LLC$403M AUM | 0.05% | $202,244 | 3.0K | Q4 2025OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.05% | $76,502 | 1.4K | Q1 2026OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 0.05% | $96,815 | 1.8K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.05% | $2M | 43.5K | Q1 2026OLDER |
| CORRECT CAPITAL WEALTH MANAGEMENT$536M AUM | 0.05% | $254,368 | 3.7K | Q4 2025OLDER |
| Garner Asset Management Corp$255M AUM | 0.05% | $123,390 | 1.8K | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.05% | $231,033 | 4.4K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.05% | $582,734 | 11.0K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.05% | $208,771 | 4.0K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.05% | $252,931 | 4.8K | Q1 2026OLDER |
| Crumly & Associates Inc.$522M AUM | 0.05% | $209,254 | 2.3K | Q3 2025OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.05% | $377,551 | 7.2K | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 0.05% | $386,767 | 6.8K | Q2 2026 |
| Oxbow Advisors, LLC$1.2B AUM | 0.04% | $527,600 | 10.0K | Q1 2026OLDER |
| SPROTT INC.$3.4B AUM | 0.04% | $2M | 28.8K | Q1 2026OLDER |
| Mountain Capital Investment Advisors Inc.$674M AUM | 0.04% | $272,577 | 3.9K | Q4 2025OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.04% | $944,616 | 17.9K | Q2 2026 |
| Portfolio Strategies, Inc.$811M AUM | 0.04% | $372,835 | 5.5K | Q4 2025OLDER |
| Carrera Capital Advisors$649M AUM | 0.04% | $255,325 | 3.7K | Q4 2025OLDER |
| MANCHESTER FINANCIAL INC$521M AUM | 0.04% | $214,641 | 2.4K | Q3 2025OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.04% | $487,661 | 9.2K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.04% | $4M | 75.9K | Q1 2026OLDER |
| LMG Wealth Partners, LLC$549M AUM | 0.04% | $231,353 | 4.4K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.04% | $1M | 22.5K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.04% | $142,571 | 1.6K | Q3 2025OLDER |
| Quattro Advisors LLC$115M AUM | 0.04% | $51,749 | 757 | Q4 2025OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.04% | $238,918 | 3.5K | Q4 2025OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.04% | $1M | 20.6K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.04% | $2M | 38.2K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.04% | $764,492 | 14.5K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.04% | $18M | 341.1K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.04% | $3M | 47.8K | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 0.04% | $215,197 | 3.1K | Q4 2025OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.04% | $173,317 | 3.3K | Q1 2026OLDER |
| MJP ASSOCIATES INC /ADV$824M AUM | 0.04% | $297,139 | 3.3K | Q3 2025OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.04% | $248,124 | 2.8K | Q3 2025OLDER |
| Horizon Wealth Management, LLC$682M AUM | 0.04% | $262,218 | 2.9K | Q3 2025OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.04% | $574,767 | 10.9K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.04% | $110,638 | 2.1K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 0.04% | $214,909 | 2.4K | Q3 2025OLDER |
| Galaxy Digital Inc.$1.2B AUM | 0.04% | $439,755 | 8.3K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.04% | $3M | 60.5K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.04% | $363,841 | 8.0K | Q2 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.04% | $7M | 127.2K | Q1 2026OLDER |
| Summit Asset Management, LLC$719M AUM | 0.04% | $239,237 | 2.7K | Q3 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.04% | $535,532 | 7.8K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.04% | $330,248 | 7.3K | Q2 2026 |
| Synergy Asset Management, LLC$942M AUM | 0.04% | $1M | 11.7K | Q3 2025OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.04% | $295,720 | 5.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $4M | 72.6K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.04% | $226,024 | 4.3K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.04% | $1M | 19.9K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.04% | $215,366 | 4.1K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.04% | $382,356 | 7.7K | Q2 2026 |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.04% | $138,373 | 2.5K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $254,436 | 3.7K | Q4 2025OLDER |
| Edge Wealth Management LLC$594M AUM | 0.03% | $206,570 | 4.5K | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $32M | 614.1K | Q1 2026OLDER |
| MA Private Wealth$591M AUM | 0.03% | $202,440 | 3.8K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.03% | $611,120 | 11.6K | Q1 2026OLDER |
| Portfolio Design Labs, LLC$562M AUM | 0.03% | $207,336 | 3.0K | Q4 2025OLDER |
| Canal Capital Management, LLC$739M AUM | 0.03% | $216,826 | 2.6K | Q3 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.03% | $3M | 52.3K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.03% | $597,190 | 11.3K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.03% | $279,634 | 3.1K | Q3 2025OLDER |
| Thrive Wealth Management, LLC$787M AUM | 0.03% | $225,246 | 3.3K | Q4 2025OLDER |
| Blue Fin Capital, Inc.$610M AUM | 0.03% | $212,395 | 3.1K | Q4 2025OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.03% | $223,127 | 3.3K | Q4 2025OLDER |
| Strategies Wealth Advisors, LLC$995M AUM | 0.03% | $327,376 | 6.2K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.03% | $201,983 | 2.3K | Q3 2025OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.03% | $1M | 19.9K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.03% | $239,465 | 3.5K | Q4 2025OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.03% | $250,927 | 4.8K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.03% | $282,583 | 5.4K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.03% | $413,919 | 6.1K | Q4 2025OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.03% | $239,847 | 4.5K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.03% | $1M | 20.9K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.03% | $417,673 | 7.9K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.03% | $924,355 | 17.5K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.03% | $2M | 31.1K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.03% | $114,384 | 2.2K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.03% | $252,112 | 3.7K | Q4 2025OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.03% | $115,808 | 2.2K | Q1 2026OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 0.03% | $490,177 | 9.5K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.03% | $6M | 117.1K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.03% | $734,683 | 13.9K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.03% | $287,595 | 5.5K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.03% | $52,865 | 1.0K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.03% | $203,918 | 3.0K | Q4 2025OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.03% | $450,518 | 8.5K | Q1 2026OLDER |
| United Capital Management of KS, Inc.$660M AUM | 0.03% | $201,983 | 2.3K | Q3 2025OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.03% | $254,914 | 3.7K | Q4 2025OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.03% | $244,442 | 5.4K | Q2 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.03% | $1M | 16.2K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.03% | $9M | 165.5K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.03% | $92,330 | 1.8K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.03% | $371,350 | 7.2K | Q1 2026OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 0.03% | $312,747 | 4.6K | Q4 2025OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.03% | $212,667 | 4.3K | Q2 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.03% | $248,869 | 4.7K | Q1 2026OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 0.03% | $266,438 | 5.0K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.03% | $96,866 | 1.4K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.03% | $355,128 | 6.7K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.03% | $100,033 | 1.9K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.03% | $63,623 | 750 | Q1 2026OLDER |
| Redwood Park Advisors LLC$150M AUM | 0.02% | $37,460 | 710 | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $652,377 | 12.4K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.02% | $871,016 | 16.5K | Q1 2026OLDER |
| HOWLAND CAPITAL MANAGEMENT LLC$2.5B AUM | 0.02% | $612,016 | 11.6K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.02% | $62,415 | 1.2K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.02% | $126,571 | 2.4K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.02% | $71,332 | 1.4K | Q1 2026OLDER |
| SNS Financial Group, LLC$1.2B AUM | 0.02% | $274,881 | 5.2K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.02% | $287,112 | 4.2K | Q4 2025OLDER |
| Cypress Capital Group$889M AUM | 0.02% | $209,660 | 3.1K | Q4 2025OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.02% | $237,262 | 2.6K | Q3 2025OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $434,334 | 8.2K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.02% | $2M | 38.4K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.02% | $64,814 | 722 | Q3 2025OLDER |
| Clarity Financial LLC$919M AUM | 0.02% | $224,605 | 2.5K | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $585,267 | 11.1K | Q2 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.02% | $288,281 | 5.5K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.02% | $2M | 35.1K | Q1 2026OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 0.02% | $62,389 | 1.3K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $878,296 | 16.6K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $460,595 | 8.7K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.02% | $268,601 | 5.1K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $262,487 | 2.9K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 105.8K | Q1 2026OLDER |
| RHL GROUP, LLC$117M AUM | 0.02% | $24,692 | 468 | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.02% | $38,146 | 723 | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.02% | $2M | 20.4K | Q3 2025OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.02% | $243,636 | 2.7K | Q3 2025OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $291,130 | 5.5K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 0.02% | $312,813 | 6.9K | Q2 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $328,695 | 6.2K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.02% | $564,483 | 10.9K | Q1 2026OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 0.02% | $223,976 | 2.5K | Q3 2025OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.02% | $355,919 | 6.7K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $318,977 | 6.2K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.02% | $23,653 | 346 | Q4 2025OLDER |
| Nadler Financial Group, Inc.$1.0B AUM | 0.02% | $216,496 | 3.2K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $289,653 | 5.5K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.02% | $1M | 19.5K | Q1 2026OLDER |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM | 0.02% | $415,151 | 6.1K | Q4 2025OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.02% | $227,657 | 2.5K | Q3 2025OLDER |
| Advisor OS, LLC$1.4B AUM | 0.02% | $271,767 | 5.2K | Q1 2026OLDER |
| SP Asset Management LLC$1.1B AUM | 0.02% | $248,830 | 3.6K | Q4 2025OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $321 | 4.7K | Q4 2025OLDER |
| Plancorp, LLC$3.5B AUM | 0.02% | $668,851 | 11.7K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.02% | $342,149 | 6.5K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.02% | $32,606 | 618 | Q1 2026OLDER |
| Garde Capital, Inc.$1.7B AUM | 0.02% | $311,918 | 5.9K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $738,482 | 14.0K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $2M | 47.3K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.02% | $2M | 44.8K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $224,155 | 2.5K | Q3 2025OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.02% | $344,835 | 6.5K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.02% | $36,932 | 700 | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.02% | $256,642 | 5.6K | Q2 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $268,265 | 3.9K | Q4 2025OLDER |
| RMR Wealth Builders$1.3B AUM | 0.02% | $215,448 | 2.4K | Q3 2025OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $804,254 | 13.1K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.02% | $273,086 | 5.2K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.02% | $257,640 | 2.9K | Q3 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $482,385 | 9.1K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.02% | $55,345 | 1.0K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.02% | $212,939 | 4.0K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.02% | $253,957 | 3.7K | Q4 2025OLDER |
| National Philanthropic Trust$3.8B AUM | 0.02% | $782,613 | 12.4K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.02% | $260,891 | 4.4K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.02% | $365,606 | 6.9K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.02% | $20,320 | 385 | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 0.02% | $214,514 | 3.1K | Q4 2025OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.02% | $250,241 | 4.7K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $302,703 | 5.7K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.02% | $242,289 | 2.7K | Q3 2025OLDER |
| CERTUITY, LLC$1.5B AUM | 0.02% | $247,708 | 4.7K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.02% | $6M | 107.1K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.02% | $691,525 | 13.1K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.02% | $274,830 | 5.2K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $293,609 | 5.6K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $871,701 | 16.5K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.02% | $251,407 | 5.5K | Q2 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.02% | $335,026 | 6.3K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.02% | $27,344 | 400 | Q4 2025OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.02% | $236,551 | 4.1K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.01% | $313,658 | 5.9K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.01% | $27,277 | 517 | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $904,407 | 17.1K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $1M | 22.3K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $2M | 33.8K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.01% | $41,364 | 784 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $221,645 | 4.2K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $1M | 19.6K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $352,436 | 6.7K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $2M | 33.8K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $173,264 | 3.3K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $571,549 | 10.8K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.