JCPBJ P MORGAN EXCHANGE TRADED F
CUSIP 46641Q670 · Yahoo Finance ↗ · Google Finance ↗
J P Morgan Exchange Traded F (JCPB) has 470 institutional holders in Filings Flow’s 13F database, together reporting 197.87M shares worth $9.3B as of Q1 2026. The largest reported holders are Hb Wealth Management, LLC, Morgan Stanley, and Raymond James Financial Inc.
Institutional Holders
470
Q1 2026
Reported Value
$9.3B
Ticker
JCPB
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| HB Wealth Management, LLC$15.5B AUM | 4.38% | $676M | 14.42M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.02% | $394M | 8.36M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.10% | $316M | 6.71M | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.56% | $294M | 6.23M | Q1 2026 |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 3.10% | $275M | 5.85M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.02% | $260M | 5.54M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $253M | 5.38M | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 3.24% | $226M | 4.81M | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.26% | $223M | 4.73M | Q1 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 1.82% | $209M | 4.44M | Q1 2026 |
| Legacy Wealth Management, LLC$1.9B AUM | 10.62% | $182M | 3.87M | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.42% | $168M | 3.57M | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.16% | $152M | 3.22M | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.09% | $145M | 3.07M | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 3.06% | $128M | 2.91M | Q1 2026 |
| Summit Financial Strategies, Inc.$1.3B AUM | 9.79% | $124M | 2.64M | Q1 2026 |
| Moss Adams Wealth Advisors LLC$1.4B AUM | 9.04% | $124M | 2.63M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.03% | $123M | 2.61M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $113M | 2.41M | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 1.22% | $110M | 2.34M | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.15% | $104M | 2.22M | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 1.75% | $102M | 2.19M | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.10% | $99M | 2.10M | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.48% | $99M | 2.09M | Q1 2026 |
| First Pacific Financial$777M AUM | 12.16% | $94M | 2.01M | Q1 2026 |
| Alpine Bank Wealth Management$688M AUM | 13.17% | $91M | 1.92M | Q1 2026 |
| Confluence Wealth Services, Inc.$2.6B AUM | 3.34% | $86M | 1.83M | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 6.70% | $85M | 1.80M | Q1 2026 |
| Grant Street Asset Management, Inc.$519M AUM | 15.96% | $83M | 1.76M | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 2.16% | $79M | 1.67M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.02% | $79M | 1.67M | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 2.85% | $74M | 1.57M | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 1.92% | $73M | 1.55M | Q1 2026 |
| First Washington CORP$353M AUM | 20.58% | $73M | 1.55M | Q1 2026 |
| D.B. Root & Company, LLC$419M AUM | 17.33% | $73M | 1.54M | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 10.90% | $71M | 1.51M | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.12% | $70M | 1.49M | Q1 2026 |
| Allen Capital Group, LLC$1.1B AUM | 6.19% | $69M | 1.47M | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.09% | $64M | 1.37M | Q1 2026 |
| McAdam, LLC$2.2B AUM | 2.78% | $62M | 1.31M | Q1 2026 |
| Wiser Wealth Management, Inc$464M AUM | 13.05% | $61M | 1.29M | Q1 2026 |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 8.79% | $59M | 1.26M | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.11% | $56M | 1.19M | Q1 2026 |
| Harbor Group, Inc.$692M AUM | 7.28% | $50M | 1.07M | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.07% | $49M | 1.03M | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.52% | $46M | 988.3K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.03% | $45M | 966.4K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.02% | $44M | 940.0K | Q1 2026 |
| Bouchey Financial Group Ltd$1.4B AUM | 3.16% | $43M | 912.8K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 2.31% | $41M | 875.3K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 4.47% | $41M | 868.6K | Q1 2026 |
| SNS Financial Group, LLC$1.2B AUM | 3.37% | $39M | 830.8K | Q1 2026 |
| Joseph Group Capital Management$400M AUM | 9.70% | $39M | 825.2K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.10% | $38M | 798.3K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 2.67% | $38M | 796.5K | Q1 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 7.88% | $37M | 784.2K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $37M | 783.0K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 1.15% | $36M | 772.0K | Q1 2026 |
| Aspen Wealth Management LLC$501M AUM | 7.21% | $36M | 767.9K | Q1 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 1.11% | $35M | 749.4K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.04% | $35M | 735.5K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $35M | 733.2K | Q1 2026 |
| Continuum Advisory, LLC$1.0B AUM | 3.22% | $34M | 713.7K | Q1 2026 |
| Hartford Financial Management Inc.$392M AUM | 8.47% | $33M | 706.1K | Q1 2026 |
| Forum Private Client Group LLC$300M AUM | 10.65% | $32M | 678.5K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 2.21% | $31M | 663.2K | Q1 2026 |
| KELLY FINANCIAL GROUP LLC$398M AUM | 7.74% | $31M | 653.3K | Q1 2026 |
| Crusonia Wealth Advisors LLC$485M AUM | 6.32% | $31M | 651.8K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.45% | $31M | 646.7K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.04% | $30M | 637.7K | Q1 2026 |
| Mach-1 Financial Group, LLC$284M AUM | 10.25% | $29M | 618.2K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.23% | $29M | 614.5K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 1.82% | $29M | 614.5K | Q1 2026 |
| 46 Peaks LLC$137M AUM | 20.94% | $29M | 610.9K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.04% | $29M | 608.3K | Q1 2026 |
| Tarbox Family Office, Inc.$616M AUM | 4.57% | $28M | 597.8K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 1.91% | $28M | 592.6K | Q1 2026 |
| SPC Financial, Inc.$1.3B AUM | 2.16% | $28M | 582.2K | Q3 2025OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 3.65% | $28M | 587.4K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.07% | $27M | 582.4K | Q1 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 2.66% | $27M | 579.1K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $27M | 577.8K | Q1 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 0.98% | $27M | 576.9K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.63% | $26M | 562.1K | Q1 2026 |
| Mascoma Wealth Management LLC$484M AUM | 5.46% | $26M | 561.4K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.01% | $26M | 543.7K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.15% | $25M | 540.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.09% | $25M | 532.8K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.85% | $25M | 531.0K | Q1 2026 |
| KICKSTAND VENTURES, LLC.$475M AUM | 5.06% | $24M | 510.2K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 1.34% | $24M | 505.2K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $24M | 505.1K | Q2 2025OLDER |
| Magnus Financial Group LLC$1.4B AUM | 1.89% | $23M | 493.8K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $23M | 480.8K | Q3 2025OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 0.94% | $23M | 483.1K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.03% | $22M | 467.3K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.27% | $22M | 464.3K | Q1 2026 |
| Blue Oak Capital, LLC$190M AUM | 11.41% | $22M | 461.4K | Q2 2025OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 6.01% | $22M | 457.3K | Q1 2026 |
| Blue Water Asset Management$289M AUM | 7.37% | $21M | 453.0K | Q1 2026 |
| LeClair Wealth Partners LLC$289M AUM | 7.37% | $21M | 453.0K | Q1 2026 |
| American Money Management, LLC$632M AUM | 3.36% | $21M | 451.6K | Q1 2026 |
| Peterson Wealth Advisors, LLC$752M AUM | 2.82% | $21M | 450.6K | Q1 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 1.49% | $21M | 449.9K | Q1 2026 |
| FAGAN ASSOCIATES, INC.$719M AUM | 2.92% | $21M | 445.3K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.45% | $21M | 444.7K | Q1 2026 |
| Royal Harbor Partners, LLC$295M AUM | 6.82% | $20M | 428.2K | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 1.74% | $19M | 411.9K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 1.07% | $19M | 406.9K | Q1 2026 |
| Trinity Legacy Partners, LLC$462M AUM | 4.03% | $19M | 393.0K | Q1 2026 |
| Selby Wealth Management, LLC$282M AUM | 7.30% | $19M | 393.9K | Q1 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 9.60% | $18M | 391.5K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.44% | $18M | 387.6K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.85% | $18M | 386.9K | Q1 2026 |
| ALPS ADVISORS INC$21.3B AUM | 0.08% | $18M | 374.3K | Q1 2026 |
| Invst, LLC$886M AUM | 1.96% | $17M | 369.3K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.19% | $17M | 368.4K | Q1 2026 |
| BankPlus Wealth Management LLC$194M AUM | 8.65% | $17M | 355.6K | Q1 2026 |
| Financial Connections Group, Inc.$288M AUM | 5.66% | $16M | 346.0K | Q1 2026 |
| BridgePort Financial Solutions, LLC$353M AUM | 4.60% | $16M | 344.9K | Q1 2026 |
| CORE WEALTH ADVISORS, LLC$130M AUM | 12.37% | $16M | 341.8K | Q1 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 1.04% | $16M | 339.6K | Q4 2025OLDER |
| Choice Wealth Advisors LLC$285M AUM | 6.34% | $16M | 338.6K | Q4 2025OLDER |
| Financial Partners Group, Inc$836M AUM | 1.83% | $15M | 324.6K | Q1 2026 |
| COOPER/HAIMS ADVISORS, LLC$212M AUM | 7.17% | $15M | 323.6K | Q1 2026 |
| FMA Wealth Management, LLC$156M AUM | 9.76% | $15M | 311.7K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.04% | $15M | 309.6K | Q1 2026 |
| Stadion Money Management, LLC$994M AUM | 1.41% | $14M | 297.3K | Q1 2026 |
| Blume Capital Management, Inc.$588M AUM | 2.28% | $13M | 285.1K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.09% | $13M | 282.8K | Q1 2026 |
| Janney Capital Management LLC$1.6B AUM | 0.83% | $13M | 278.2K | Q4 2025OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 4.13% | $13M | 279.7K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.66% | $13M | 274.1K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.72% | $13M | 271.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $13M | 271.0K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.98% | $12M | 261.5K | Q1 2026 |
| SIERRA OCEAN, LLC$122M AUM | 9.59% | $12M | 248.3K | Q1 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 1.72% | $12M | 246.5K | Q1 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 1.28% | $12M | 245.3K | Q1 2026 |
| Clarity Wealth Advisors, LLC$486M AUM | 2.37% | $12M | 244.8K | Q1 2026 |
| Econ Financial Services Corp$215M AUM | 5.28% | $11M | 241.6K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.06% | $11M | 240.1K | Q2 2025OLDER |
| Milestone Investment Advisors LLC$414M AUM | 2.71% | $11M | 238.5K | Q1 2026 |
| Greenbush Financial Group, LLC$302M AUM | 3.68% | $11M | 235.8K | Q1 2026 |
| Financially in Tune, LLC$116M AUM | 9.42% | $11M | 232.8K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.20% | $11M | 229.9K | Q1 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM | 4.74% | $11M | 229.3K | Q1 2026 |
| Trademark Financial Management, LLC$204M AUM | 5.29% | $11M | 229.2K | Q1 2026 |
| MBL Wealth, LLC$1.3B AUM | 0.82% | $11M | 229.0K | Q1 2026 |
| Landmark Wealth Management, LLC$373M AUM | 2.84% | $11M | 225.4K | Q1 2026 |
| AllGen Financial Advisors, Inc.$422M AUM | 2.84% | $11M | 225.0K | Q2 2025OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 4.84% | $10M | 223.0K | Q1 2026 |
| FLOYD FINANCIAL GROUP LLC$150M AUM | 6.99% | $10M | 222.0K | Q1 2026 |
| Cannon Wealth Management Services, LLC$148M AUM | 7.02% | $10M | 220.4K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.18% | $10M | 214.3K | Q1 2026 |
| Cedar Point Capital Partners, LLC$154M AUM | 6.45% | $10M | 210.9K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.02% | $9M | 199.8K | Q4 2025OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.68% | $9M | 193.2K | Q1 2026 |
| 5T Wealth, LLC$253M AUM | 3.53% | $9M | 189.7K | Q1 2026 |
| Embree Financial Group$849M AUM | 1.04% | $9M | 188.0K | Q1 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.66% | $9M | 187.6K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.10% | $8M | 176.6K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.04% | $8M | 174.8K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.11% | $8M | 173.0K | Q1 2026 |
| Ignite Planners, LLC$648M AUM | 1.24% | $8M | 170.7K | Q1 2026 |
| Arlington Financial Advisors, LLC$702M AUM | 1.15% | $8M | 169.8K | Q4 2025OLDER |
| Alpha Advisors, LLC/VA$127M AUM | 6.19% | $8M | 166.7K | Q1 2026 |
| Whitegate Investment Counselors, Inc.$315M AUM | 2.38% | $7M | 159.0K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.21% | $7M | 158.8K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.33% | $7M | 157.9K | Q1 2026 |
| MN Wealth Advisors, LLC$206M AUM | 3.57% | $7M | 155.7K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.12% | $7M | 154.5K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.07% | $7M | 153.7K | Q2 2025OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.71% | $7M | 153.4K | Q1 2026 |
| Kellett Wealth Advisors, LLC$184M AUM | 3.90% | $7M | 152.8K | Q1 2026 |
| Base Wealth Management LLC$179M AUM | 4.01% | $7M | 152.3K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.08% | $7M | 152.2K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.40% | $7M | 152.2K | Q1 2026 |
| TABLEAUX LLC$206M AUM | 3.41% | $7M | 149.5K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.07% | $7M | 144.1K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.37% | $7M | 138.9K | Q1 2026 |
| Philip James Wealth Mangement, LLC$870M AUM | 0.71% | $6M | 131.3K | Q1 2026 |
| Heritage Wealth Management, Inc.$202M AUM | 2.97% | $6M | 127.3K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.73% | $6M | 126.7K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.09% | $6M | 125.7K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.12% | $6M | 121.5K | Q3 2025OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 2.21% | $6M | 120.5K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.07% | $6M | 119.5K | Q1 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 0.29% | $5M | 111.1K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.37% | $5M | 108.3K | Q1 2026 |
| Merited Wealth, LLC$121M AUM | 4.18% | $5M | 107.0K | Q1 2026 |
| INVESTMENT COUNSEL CO OF NEVADA$44M AUM | 11.10% | $5M | 104.8K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.13% | $5M | 103.9K | Q1 2026 |
| TruWealth Advisors, LLC$2.1B AUM | 0.23% | $5M | 103.3K | Q1 2026 |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.35% | $5M | 100.5K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.75% | $5M | 100.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $5M | 98.1K | Q1 2026 |
| KOM Wealth Management Group, LLC$147M AUM | 3.12% | $5M | 97.2K | Q1 2026 |
| James J. Burns & Company, LLC$737M AUM | 0.62% | $5M | 96.8K | Q1 2026 |
| United Advisor Group, LLC$811M AUM | 0.56% | $5M | 96.1K | Q1 2026 |
| BETO FINANCIAL GROUP, LLC$171M AUM | 2.58% | $4M | 94.2K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 1.43% | $4M | 93.3K | Q1 2026 |
| Capital Planning LLC$307M AUM | 1.42% | $4M | 92.9K | Q1 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.88% | $4M | 92.4K | Q1 2026 |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.47% | $4M | 91.5K | Q1 2026 |
| PROSPERITY BANCSHARES INC$125M AUM | 3.40% | $4M | 90.2K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.10% | $4M | 88.7K | Q1 2026 |
| Grey Ledge Advisors, LLC$443M AUM | 0.94% | $4M | 88.7K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $4M | 88.1K | Q1 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 1.90% | $4M | 87.1K | Q1 2026 |
| Patten Group, Inc.$575M AUM | 0.71% | $4M | 87.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.06% | $4M | 86.7K | Q1 2026 |
| Acorn Wealth Advisors, LLC$343M AUM | 1.19% | $4M | 86.6K | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.36% | $4M | 86.4K | Q1 2026 |
| Trivium Point Advisory, LLC$553M AUM | 0.72% | $4M | 84.3K | Q1 2026 |
| Mayfair Advisory Group, LLC$286M AUM | 1.33% | $4M | 81.1K | Q1 2026 |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.19% | $4M | 80.2K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.04% | $4M | 80.4K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.09% | $4M | 81.0K | Q2 2025OLDER |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.12% | $4M | 78.8K | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.05% | $4M | 79.2K | Q1 2026 |
| Lionsbridge Wealth Management LLC$99M AUM | 3.67% | $4M | 77.6K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $4M | 77.1K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.06% | $4M | 75.8K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.10% | $4M | 75.7K | Q1 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM | 2.76% | $4M | 74.8K | Q1 2026 |
| Saxony Capital Management, LLC$172M AUM | 1.93% | $3M | 70.5K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.11% | $3M | 68.8K | Q1 2026 |
| BCGM Wealth Management, LLC$398M AUM | 0.80% | $3M | 67.6K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.02% | $3M | 67.2K | Q1 2026 |
| Owl Creek Wealth Partners LLC$281M AUM | 1.12% | $3M | 66.7K | Q1 2026 |
| Coordinated Financial Services, Inc.$174M AUM | 1.72% | $3M | 63.5K | Q1 2026 |
| MidAtlantic Capital Management, Inc.$145M AUM | 2.04% | $3M | 62.8K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.22% | $3M | 62.5K | Q1 2026 |
| Oak Barrel Wealth Advisory LLC$167M AUM | 1.75% | $3M | 62.0K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $3M | 61.2K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.37% | $3M | 59.9K | Q1 2026 |
| United Community Bank$300M AUM | 0.93% | $3M | 59.3K | Q1 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.18% | $3M | 59.0K | Q1 2026 |
| John W. Brooker & Co., CPAs$63M AUM | 4.32% | $3M | 58.2K | Q1 2026 |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.36% | $3M | 57.6K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.17% | $3M | 57.4K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $3M | 57.0K | Q1 2026 |
| BankPlus Trust Department$374M AUM | 0.72% | $3M | 56.9K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $3M | 56.2K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $3M | 55.4K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.03% | $3M | 54.8K | Q1 2026 |
| Autumn Glory Partners, LLC$272M AUM | 0.93% | $3M | 53.7K | Q1 2026 |
| Keystone Wealth Services, LLC$468M AUM | 0.54% | $3M | 53.2K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.05% | $2M | 52.0K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 51.8K | Q1 2026 |
| Mainsail Financial Group, LLC$240M AUM | 1.02% | $2M | 51.7K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.05% | $2M | 51.5K | Q1 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 0.25% | $2M | 50.7K | Q1 2026 |
| WealthPLAN Partners, LLC$518M AUM | 0.46% | $2M | 50.6K | Q1 2026 |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 0.99% | $2M | 50.7K | Q1 2026 |
| Towne Trust Company, N.A$311M AUM | 0.76% | $2M | 50.1K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 49.4K | Q1 2026 |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.51% | $2M | 49.0K | Q1 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.36% | $2M | 48.5K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 47.7K | Q1 2026 |
| Legacy Investment Solutions, LLC$192M AUM | 1.15% | $2M | 47.0K | Q2 2025OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.12% | $2M | 46.6K | Q1 2026 |
| Greenline Wealth Management LLC$87M AUM | 2.51% | $2M | 46.3K | Q1 2026 |
| Quad-Cities Investment Group, LLC$278M AUM | 0.87% | $2M | 46.1K | Q1 2026 |
| OARSMAN CAPITAL, INC.$806M AUM | 0.34% | $2M | 46.1K | Q2 2025OLDER |
| Etesian Wealth Advisors, Inc.$313M AUM | 0.69% | $2M | 45.7K | Q1 2026 |
| Ellis Investment Partners, LLC$576M AUM | 0.37% | $2M | 45.7K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.03% | $2M | 45.2K | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 1.00% | $2M | 42.7K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 0.13% | $2M | 42.4K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 42.2K | Q1 2026 |
| Smallwood Wealth Investment Management, LLC$190M AUM | 1.05% | $2M | 42.2K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $2M | 41.7K | Q1 2026 |
| STRATEGIC PLANNING GROUP, LLC$715M AUM | 0.32% | $2M | 41.4K | Q2 2025OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.98% | $2M | 40.9K | Q1 2026 |
| Wayfinding Financial, LLC$230M AUM | 0.81% | $2M | 39.4K | Q1 2026 |
| Fiduciary Alliance LLC$1.7B AUM | 0.11% | $2M | 38.8K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 0.11% | $2M | 37.7K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.09% | $2M | 37.4K | Q4 2025OLDER |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 1.06% | $2M | 37.2K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $2M | 37.1K | Q1 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 0.36% | $2M | 37.1K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.03% | $2M | 36.7K | Q4 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.03% | $2M | 36.7K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $2M | 36.3K | Q1 2026 |
| TopTier Wealth Management, LLC$163M AUM | 1.05% | $2M | 36.2K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.12% | $2M | 35.0K | Q1 2026 |
| Peck Wealth Management, LLC$100M AUM | 1.64% | $2M | 34.7K | Q1 2026 |
| RMR Wealth Builders$1.3B AUM | 0.13% | $2M | 34.6K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.06% | $2M | 34.0K | Q1 2026 |
| Garden State Investment Advisory Services LLC$455M AUM | 0.33% | $1M | 31.8K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.05% | $1M | 31.3K | Q1 2026 |
| CRA Financial Services, LLC$770M AUM | 0.19% | $1M | 31.2K | Q1 2026 |
| DeLarme Wealth Management, Inc.$155M AUM | 0.94% | $1M | 30.9K | Q1 2026 |
| Menard Financial Group LLC$143M AUM | 1.02% | $1M | 30.9K | Q1 2026 |
| Shore Point Advisors, LLC$253M AUM | 0.57% | $1M | 30.7K | Q1 2026 |
| NORDEN GROUP LLC$1.0B AUM | 0.14% | $1M | 30.5K | Q4 2025OLDER |
| Sequent Planning LLC$414M AUM | 0.35% | $1M | 30.6K | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.04% | $1M | 30.5K | Q1 2026 |
| von Borstel & Associates, Inc.$437M AUM | 0.22% | $1M | 29.8K | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.07% | $1M | 30.0K | Q1 2026 |
| JM2 Capital Inc.$121M AUM | 1.16% | $1M | 29.7K | Q1 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.35% | $1M | 29.5K | Q1 2026 |
| Rothschild Capital Partners, LLC$408M AUM | 0.34% | $1M | 29.2K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.10% | $1M | 28.9K | Q1 2026 |
| Centurion Wealth Management LLC$418M AUM | 0.31% | $1M | 28.8K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.04% | $1M | 28.1K | Q1 2026 |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.28% | $1M | 28.1K | Q1 2026 |
| Nolet Wealth Management, LLC$176M AUM | 0.75% | $1M | 27.9K | Q1 2026 |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.60% | $1M | 27.9K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.23% | $1M | 27.6K | Q4 2025OLDER |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.24% | $1M | 27.7K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 27.5K | Q1 2026 |
| Goldstone Financial Group, LLC$922M AUM | 0.14% | $1M | 26.9K | Q1 2026 |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.29% | $1M | 26.5K | Q1 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.84% | $1M | 25.9K | Q1 2026 |
| Daybright Advisory Services, Inc.$361M AUM | 0.34% | $1M | 25.9K | Q1 2026 |
| Elevation Wealth Management LLC$109M AUM | 1.11% | $1M | 25.6K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $1M | 25.5K | Q1 2026 |
| Blueprint Financial Advisors LLC$675M AUM | 0.18% | $1M | 24.6K | Q4 2025OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.12% | $1M | 24.6K | Q4 2025OLDER |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.36% | $1M | 24.1K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 0.18% | $1M | 23.9K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 23.2K | Q1 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.31% | $1M | 22.5K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.04% | $1M | 22.1K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 21.8K | Q1 2026 |
| IMS Capital Management$217M AUM | 0.47% | $1M | 21.5K | Q3 2025OLDER |
| First Citizens Financial Corp$239M AUM | 0.47% | $986,844 | 21.0K | Q1 2026 |
| Kuhn & Co Investment Counsel$155M AUM | 0.63% | $970,602 | 20.6K | Q1 2026 |
| Balboa Wealth Partners$596M AUM | 0.16% | $945,366 | 20.1K | Q1 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.10% | $936,907 | 19.9K | Q1 2026 |
| Opus Financial Solutions LLC$106M AUM | 0.86% | $916,977 | 19.5K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.23% | $912,471 | 19.4K | Q1 2026 |
| USAdvisors Wealth Management, LLC$301M AUM | 0.30% | $893,000 | 19.0K | Q1 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.47% | $889,010 | 19.0K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.02% | $879,296 | 18.7K | Q1 2026 |
| Capstone Wealth Management, Inc.$118M AUM | 0.73% | $864,248 | 18.4K | Q1 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.03% | $862,939 | 18.3K | Q2 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $850,534 | 18.1K | Q2 2025OLDER |
| Brio Consultants, LLC$818M AUM | 0.10% | $842,781 | 18.0K | Q1 2026 |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.11% | $829,475 | 17.6K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.02% | $815,049 | 17.3K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $813,757 | 17.3K | Q1 2026 |
| Axis Wealth Partners, LLC$188M AUM | 0.43% | $809,218 | 17.2K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.03% | $808,843 | 17.2K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $791,173 | 16.8K | Q1 2026 |
| FWG Holdings, LLC$265M AUM | 0.30% | $788,303 | 16.8K | Q1 2026 |
| D'Orazio & Associates, Inc.$772M AUM | 0.10% | $752,433 | 16.0K | Q1 2026 |
| Ballast Financial Advisors LLC$98M AUM | 0.76% | $742,276 | 15.8K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $742,028 | 15.8K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $723,196 | 15.4K | Q1 2026 |
| Emergent Wealth Advisors, LLC$169M AUM | 0.41% | $694,430 | 14.8K | Q1 2026 |
| Elevated Financial Group LLC$308M AUM | 0.22% | $690,569 | 14.7K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $688,621 | 14.6K | Q1 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.08% | $680,079 | 14.4K | Q1 2026 |
| Cedarwood Wealth LLC$99M AUM | 0.68% | $677,533 | 14.4K | Q1 2026 |
| 1015 Capital Partners, LLC$103M AUM | 0.64% | $658,555 | 14.0K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $653,206 | 13.9K | Q1 2026 |
| McCarthy & Cox$8M AUM | 7.89% | $651,138 | 13.8K | Q4 2025OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 0.14% | $641,371 | 13.6K | Q1 2026 |
| Balance Wealth, LLC$322M AUM | 0.20% | $637,345 | 13.5K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $629,691 | 13.2K | Q3 2025OLDER |
| Trask Adam Roland$106M AUM | 0.58% | $616,748 | 13.1K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $605,112 | 12.9K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $604,547 | 12.8K | Q1 2026 |
| Trust Co$1.1B AUM | 0.06% | $588,006 | 12.5K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $587,127 | 12.5K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.03% | $578,628 | 12.3K | Q1 2026 |
| Ankerstar Wealth, LLC$95M AUM | 0.61% | $575,496 | 12.2K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $573,124 | 12.1K | Q4 2025OLDER |
| BCI SECURITIES, INC.$10M AUM | 5.61% | $569,386 | 12.1K | Q1 2026 |
| MOSAIC FINANCIAL GROUP, LLC$141M AUM | 0.40% | $562,000 | 11.9K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $558,698 | 11.9K | Q1 2026 |
| Detalus Advisors, LLC$438M AUM | 0.13% | $550,365 | 11.7K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.04% | $538,106 | 11.4K | Q1 2026 |
| First American Bank$1.6B AUM | 0.03% | $524,848 | 11.1K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $517,502 | 11.0K | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.04% | $503,897 | 10.7K | Q1 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.10% | $498,059 | 10.6K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $493,309 | 10.5K | Q1 2026 |
| Aegis Wealth Management, Inc.$127M AUM | 0.38% | $486,431 | 10.3K | Q1 2026 |
| Maia Wealth LLC$591M AUM | 0.08% | $477,499 | 10.1K | Q1 2026 |
| Brand Asset Management Group, Inc.$385M AUM | 0.12% | $466,997 | 9.9K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $463,212 | 9.8K | Q2 2025OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.34% | $460,442 | 9.8K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $442,643 | 9.4K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $442,421 | 9.4K | Q1 2026 |
| RDA Financial Network$459M AUM | 0.11% | $442,175 | 9.4K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $441,018 | 9.3K | Q4 2025OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.02% | $433,136 | 9.2K | Q1 2026 |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.16% | $429,866 | 9.1K | Q1 2026 |
| FRG Family Wealth Advisors LLC$611M AUM | 0.07% | $428,246 | 9.1K | Q2 2025OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $419,860 | 8.9K | Q1 2026 |
| Elm3 Financial Group, LLC$118M AUM | 0.35% | $414,681 | 8.8K | Q1 2026 |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.22% | $398,203 | 8.5K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $397,873 | 8.5K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $395,566 | 8.4K | Q1 2026 |
| Masso Torrence Wealth Management Inc.$240M AUM | 0.16% | $389,356 | 8.2K | Q3 2025OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.08% | $384,292 | 8.2K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.01% | $382,446 | 8.1K | Q4 2025OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.04% | $380,736 | 8.1K | Q1 2026 |
| PALO ALTO WEALTH ADVISORS, LLC$343M AUM | 0.11% | $374,458 | 7.9K | Q3 2025OLDER |
| Plan Group Financial, LLC$426M AUM | 0.09% | $373,802 | 7.9K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.02% | $373,598 | 7.9K | Q3 2025OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 0.06% | $365,021 | 7.7K | Q4 2025OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.26% | $364,375 | 7.7K | Q1 2026 |
| Stonehearth Capital Management, LLC$293M AUM | 0.14% | $356,678 | 7.6K | Q1 2026 |
| UNIQUE WEALTH, LLC$723M AUM | 0.05% | $349,004 | 7.4K | Q1 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.04% | $333,562 | 7.1K | Q1 2026 |
| Wills Financial Group LLC$265M AUM | 0.13% | $331,781 | 7.1K | Q1 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.08% | $329,303 | 7.0K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.05% | $329,073 | 7.0K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.07% | $325,305 | 6.9K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $318,646 | 6.7K | Q3 2025OLDER |
| Bravera Wealth$222M AUM | 0.14% | $316,801 | 6.7K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $313,647 | 6.7K | Q1 2026 |
| Comprehensive Wealth Management, LLC$198M AUM | 0.18% | $308,343 | 6.5K | Q4 2025OLDER |
| Semus Wealth Partners LLC$179M AUM | 0.17% | $307,668 | 6.5K | Q1 2026 |
| Edge Financial Advisors LLC$97M AUM | 0.14% | $306,895 | 6.5K | Q3 2025OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.07% | $304,702 | 6.5K | Q1 2026 |
| Retireful, LLC$71M AUM | 0.43% | $302,866 | 6.4K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $299,066 | 6.4K | Q1 2026 |
| SOL Capital Management CO$206M AUM | 0.03% | $296,000 | 6.3K | Q4 2025OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.02% | $295,662 | 6.3K | Q1 2026 |
| Impact Capital Partners LLC$367M AUM | 0.09% | $295,397 | 6.3K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $293,431 | 6.2K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $289,289 | 6.1K | Q4 2025OLDER |
| Martin Investment Management, LLC$334M AUM | 0.09% | $287,847 | 6.1K | Q1 2026 |
| Friday Financial$373M AUM | 0.12% | $283,018 | 6.0K | Q3 2025OLDER |
| ZEGA Investments, LLC$890M AUM | 0.04% | $282,590 | 5.9K | Q3 2025OLDER |
| Fortune Financial Advisors, LLC$196M AUM | 0.14% | $270,300 | 5.7K | Q1 2026 |
| Exit Wealth Advisors, LLC.$195M AUM | 0.14% | $269,137 | 5.7K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $268,430 | 5.7K | Q2 2025OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.05% | $266,745 | 5.6K | Q3 2025OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.03% | $265,795 | 5.6K | Q2 2025OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.03% | $263,742 | 5.6K | Q1 2026 |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.09% | $263,249 | 5.6K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $263,058 | 5.6K | Q1 2026 |
| Linscomb Wealth, Inc.$2.2B AUM | 0.01% | $259,458 | 5.5K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $256,633 | 5.5K | Q1 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.06% | $254,750 | 5.4K | Q1 2026 |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.17% | $253,756 | 5.4K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $249,156 | 5.3K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $245,344 | 5.2K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $243,498 | 5.2K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $242,497 | 5.2K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.00% | $239,637 | 5.1K | Q1 2026 |
| M.E. ALLISON & CO., INC.$174M AUM | 0.16% | $236,577 | 5.0K | Q1 2026 |
| Mathes Company, Inc.$274M AUM | 0.09% | $235,000 | 5.0K | Q1 2026 |
| WESPAC Advisors, LLC$183M AUM | 0.13% | $234,129 | 5.0K | Q1 2026 |
| Vantage Point Financial LLC$285M AUM | 0.09% | $228,621 | 4.8K | Q3 2025OLDER |
| Boulder Wealth Advisors, LLC$251M AUM | 0.09% | $226,784 | 4.8K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.05% | $225,078 | 4.7K | Q3 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $219,769 | 4.7K | Q1 2026 |
| Cogent Private Wealth, Inc.$139M AUM | 0.17% | $216,958 | 4.6K | Q4 2025OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.06% | $216,303 | 4.6K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $212,980 | 4.5K | Q4 2025OLDER |
| Next Level Wealth Planning, LLC$195M AUM | 0.11% | $211,860 | 4.5K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.05% | $209,012 | 4.4K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.01% | $205,834 | 4.4K | Q1 2026 |
| JT Stratford LLC$786M AUM | 0.03% | $202,421 | 4.3K | Q4 2025OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.01% | $200,013 | 4.3K | Q1 2026 |
| Forum Finance Group S.A.$184M AUM | 0.11% | $197,000 | 5.3K | Q1 2026 |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.17% | $171,936 | 3.7K | Q1 2026 |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.04% | $167,594 | 3.6K | Q1 2026 |
| Capital Investment Counsel, Inc$816M AUM | 0.02% | $160,072 | 3.4K | Q1 2026 |
| LGT Financial Advisors LLC$20M AUM | 0.82% | $159,919 | 3.4K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.01% | $146,419 | 3.1K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $129,828 | 2.8K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $126,598 | 2.7K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.01% | $118,026 | 2.5K | Q1 2026 |
| CX Institutional$3.5B AUM | 0.00% | $112,000 | 2.4K | Q1 2026 |
| OBSIDIAN CIO, LLC$111M AUM | 0.10% | $110,500 | 2.3K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $109,509 | 2.3K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.04% | $103,834 | 2.2K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.00% | $103,000 | 2.2K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.03% | $102,305 | 2.2K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $101,881 | 2.2K | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $100,427 | 2.1K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $92,310 | 2.0K | Q1 2026 |
| Basepoint Wealth LLC$175M AUM | 0.05% | $90,676 | 1.9K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $90,441 | 1.9K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $85,321 | 1.8K | Q1 2026 |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.08% | $78,859 | 1.7K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $71,562 | 1.5K | Q1 2026 |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.05% | $69,631 | 1.5K | Q1 2026 |
| GGM Financial LLC$217M AUM | 0.03% | $57,579 | 1.2K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.00% | $57,460 | 1.2K | Q2 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $57,386 | 1.2K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $54,199 | 1.2K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $49,249 | 1.0K | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $48,681 | 1.0K | Q1 2026 |
| Burk Holdings LLC$233M AUM | 0.02% | $46,656 | 991 | Q1 2026 |
| Prestige Wealth Management Group LLC$509M AUM | 0.01% | $43,314 | 920 | Q1 2026 |
| PROTECTIVE LIFE CORP$30M AUM | 0.12% | $37,382 | 794 | Q1 2026 |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.01% | $36,754 | 781 | Q2 2025OLDER |
| Torren Management, LLC$201M AUM | 0.02% | $36,642 | 778 | Q1 2026 |
| Fairway Wealth LLC$379M AUM | 0.01% | $34,708 | 733 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.