PRFINVESCO EXCHANGE TRADED FD T
CUSIP 46137V613 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exchange Traded Fd T (PRF) has 552 institutional holders in Filings Flow’s 13F database, together reporting 104.85M shares worth $5.0B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Ameriprise Financial Inc, and Pnc Financial Services Group, Inc..
Institutional Holders
552
Q1 2026
Reported Value
$5.0B
Ticker
PRF
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.04% | $528M | 11.10M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.08% | $361M | 7.59M | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.14% | $242M | 5.10M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.06% | $229M | 4.83M | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 1.30% | $174M | 3.66M | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.02% | $146M | 3.08M | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.17% | $142M | 2.98M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.04% | $133M | 2.80M | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.17% | $121M | 2.54M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.01% | $101M | 2.12M | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.61% | $100M | 2.11M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $98M | 2.06M | Q1 2026 |
| Arbor Investment Advisors, LLC$768M AUM | 12.55% | $96M | 2.03M | Q1 2026 |
| Linscomb Wealth, Inc.$2.2B AUM | 4.18% | $94M | 1.98M | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.06% | $92M | 1.93M | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.09% | $81M | 1.71M | Q1 2026 |
| Berman McAleer LLC$733M AUM | 10.19% | $75M | 1.57M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $71M | 1.50M | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.46% | $60M | 1.27M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $59M | 1.23M | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.23% | $58M | 1.28M | Q3 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.64% | $56M | 1.23M | Q3 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.99% | $54M | 1.13M | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 1.55% | $49M | 1.02M | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.05% | $45M | 948.9K | Q1 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 5.97% | $44M | 932.1K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.08% | $39M | 822.0K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.91% | $38M | 808.8K | Q1 2026 |
| Garrett Wealth Advisory Group, LLC$562M AUM | 6.73% | $38M | 796.0K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $37M | 786.8K | Q1 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 1.00% | $36M | 761.6K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.05% | $36M | 758.9K | Q1 2026 |
| Pinnacle Financial Group, LLC / IL$365M AUM | 8.71% | $32M | 668.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.05% | $31M | 657.7K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.20% | $31M | 656.8K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 1.60% | $31M | 643.0K | Q1 2026 |
| Charles Schwab Trust Co$1.8B AUM | 1.96% | $30M | 637.5K | Q1 2026 |
| Klingman & Associates, LLC$2.1B AUM | 1.41% | $29M | 618.1K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $29M | 624.0K | Q1 2026 |
| Charter Capital Management, LLC\DE$200M AUM | 14.16% | $28M | 595.2K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $28M | 587.0K | Q1 2026 |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 11.22% | $27M | 518.2K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.04% | $26M | 553.6K | Q1 2026 |
| Boulder Wealth Advisors, LLC$251M AUM | 10.43% | $26M | 550.3K | Q1 2026 |
| Penserra Capital Management LLC$8.5B AUM | 0.30% | $26M | 541.4K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.10% | $25M | 534.2K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.02% | $25M | 531.9K | Q1 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.46% | $24M | 507.1K | Q1 2026 |
| SAXON INTERESTS, INC.$290M AUM | 8.25% | $24M | 503.6K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.06% | $24M | 496.4K | Q1 2026 |
| Wharton Business Group, LLC$2.6B AUM | 0.89% | $24M | 495.0K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 2.86% | $21M | 449.9K | Q1 2026 |
| Pettinga Financial Advisors LLC$624M AUM | 3.83% | $20M | 428.3K | Q1 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 6.45% | $20M | 424.7K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $19M | 404.0K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 1.41% | $19M | 401.3K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.31% | $19M | 398.1K | Q1 2026 |
| Goodman Advisory Group, LLC$385M AUM | 4.76% | $18M | 386.3K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.03% | $18M | 492.3K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.07% | $18M | 380.7K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.82% | $16M | 343.9K | Q1 2026 |
| Montz Harcus Wealth Management LLC$248M AUM | 6.37% | $16M | 331.9K | Q1 2026 |
| Ted Buchan & Co$275M AUM | 5.61% | $15M | 325.0K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.08% | $15M | 321.1K | Q1 2026 |
| Baker Ellis Asset Management LLC$842M AUM | 1.80% | $15M | 318.7K | Q1 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 0.91% | $15M | 317.9K | Q1 2026 |
| Clear Harbor Asset Management, LLC$1.4B AUM | 1.03% | $15M | 315.3K | Q1 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 1.19% | $14M | 304.9K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.02% | $14M | 298.0K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.07% | $14M | 284.7K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.06% | $13M | 294.5K | Q3 2025OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.74% | $13M | 275.8K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.01% | $13M | 274.8K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.14% | $13M | 265.6K | Q1 2026 |
| Compass Financial Group, Inc.$222M AUM | 5.62% | $12M | 262.2K | Q1 2026 |
| Wood Tarver Financial Group, LLC$362M AUM | 3.39% | $12M | 257.8K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $12M | 254.1K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $11M | 236.7K | Q1 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.59% | $11M | 236.4K | Q1 2026 |
| Rodgers & Associates, LTD$982M AUM | 1.13% | $11M | 233.7K | Q1 2026 |
| Trinity Legacy Partners, LLC$462M AUM | 2.39% | $11M | 221.1K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.05% | $11M | 228.5K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.08% | $10M | 220.7K | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.87% | $10M | 218.6K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $10M | 213.6K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.01% | $9M | 198.8K | Q1 2026 |
| Bouvel Investment Partners, LLC$345M AUM | 2.73% | $9M | 198.3K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.17% | $9M | 196.8K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.05% | $9M | 216.4K | Q2 2025OLDER |
| Arlington Financial Advisors, LLC$702M AUM | 1.30% | $9M | 191.9K | Q1 2026 |
| Woodside Wealth Management LLC$128M AUM | 6.48% | $8M | 174.4K | Q1 2026 |
| Marion Wealth Management$451M AUM | 1.80% | $8M | 171.0K | Q1 2026 |
| WIMMER ASSOCIATES 1, LLC$205M AUM | 3.96% | $8M | 170.6K | Q1 2026 |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.42% | $8M | 170.2K | Q1 2026 |
| SEVEN MILE ADVISORY$139M AUM | 1.35% | $8M | 166.9K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $7M | 157.1K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.12% | $7M | 156.8K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.02% | $7M | 153.7K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.31% | $7M | 148.7K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $7M | 142.7K | Q1 2026 |
| Three Bridge Wealth Advisors, LLC$364M AUM | 1.85% | $7M | 141.5K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.02% | $7M | 140.6K | Q1 2026 |
| Ellevest, Inc.$719M AUM | 0.92% | $7M | 139.5K | Q1 2026 |
| Intelligence Driven Advisers, LLC$574M AUM | 1.15% | $7M | 138.4K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.02% | $7M | 138.3K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.02% | $7M | 138.1K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $7M | 138.0K | Q1 2026 |
| Johnson & White Wealth Management, LLC$236M AUM | 2.73% | $6M | 135.7K | Q1 2026 |
| Journey Advisory Group, LLC$1.2B AUM | 0.55% | $6M | 135.4K | Q1 2026 |
| Creative Capital Management Investments LLC$348M AUM | 1.83% | $6M | 134.4K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $6M | 133.0K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.19% | $6M | 128.7K | Q1 2026 |
| Cornerstone Advisory, LLC$1.1B AUM | 0.57% | $6M | 126.6K | Q1 2026 |
| Hirtle & Co., LLC$2.9B AUM | 0.19% | $6M | 116.7K | Q1 2026 |
| CIDEL ASSET MANAGEMENT INC$2.1B AUM | 0.30% | $6M | 115.9K | Q1 2026 |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.53% | $5M | 101.2K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.03% | $5M | 109.5K | Q1 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.82% | $5M | 109.1K | Q1 2026 |
| Mowery & Schoenfeld Wealth Management, LLC$65M AUM | 7.66% | $5M | 105.5K | Q1 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.57% | $5M | 103.9K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.02% | $5M | 102.9K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $5M | 102.8K | Q1 2026 |
| Crusonia Wealth Advisors LLC$485M AUM | 0.99% | $5M | 101.1K | Q1 2026 |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.95% | $5M | 100.1K | Q1 2026 |
| WIN ADVISORS, INC$219M AUM | 1.97% | $5M | 98.8K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.05% | $4M | 93.8K | Q1 2026 |
| One Wealth Map LLC$213M AUM | 2.02% | $4M | 82.9K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $4M | 87.4K | Q1 2026 |
| Rollins Financial Advisors, LLC$632M AUM | 0.62% | $4M | 82.5K | Q1 2026 |
| KWB Wealth$1.0B AUM | 0.37% | $4M | 80.1K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.06% | $4M | 78.6K | Q1 2026 |
| Legacy Private Trust Co.$1.6B AUM | 0.23% | $4M | 78.9K | Q1 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.05% | $4M | 78.3K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $4M | 78.2K | Q1 2026 |
| Yoder Wealth Management, Inc.$219M AUM | 1.66% | $4M | 76.8K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.10% | $4M | 76.0K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.07% | $4M | 75.0K | Q1 2026 |
| Capital Market Strategies LLC$144M AUM | 2.42% | $3M | 82.4K | Q2 2025OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 3.29% | $3M | 72.4K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.19% | $3M | 70.5K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.02% | $3M | 66.2K | Q1 2026 |
| WFA of San Diego, LLC$125M AUM | 2.51% | $3M | 65.9K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.01% | $3M | 64.5K | Q1 2026 |
| FDx Advisors, Inc.$313M AUM | 0.98% | $3M | 64.5K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $3M | 63.2K | Q1 2026 |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 0.16% | $3M | 62.6K | Q1 2026 |
| Security Financial Services, INC.$632M AUM | 0.47% | $3M | 62.0K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.30% | $3M | 59.4K | Q1 2026 |
| Smith Salley Wealth Management$2.0B AUM | 0.14% | $3M | 59.3K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3M | 57.2K | Q1 2026 |
| Northwest Bancshares, Inc.$502M AUM | 0.54% | $3M | 56.9K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $3M | 56.8K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.05% | $3M | 54.3K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 0.23% | $3M | 53.2K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 52.6K | Q1 2026 |
| SigFig Wealth Management, LLC$3.8B AUM | 0.07% | $2M | 51.6K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.14% | $2M | 50.9K | Q1 2026 |
| CAROLINAS WEALTH CONSULTING LLC$0 AUM | 0.51% | $2M | 167.7K | Q2 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.37% | $2M | 49.6K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.11% | $2M | 52.1K | Q3 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.06% | $2M | 49.2K | Q1 2026 |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.02% | $2M | 46.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 46.3K | Q1 2026 |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.24% | $2M | 44.9K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $2M | 44.7K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $2M | 44.6K | Q1 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.03% | $2M | 43.2K | Q1 2026 |
| McNamara Financial Services, Inc.$528M AUM | 0.37% | $2M | 41.1K | Q1 2026 |
| Navigate Wealth Management, LLC$142M AUM | 1.37% | $2M | 38.5K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 40.6K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 40.3K | Q1 2026 |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.14% | $2M | 37.3K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.02% | $2M | 36.8K | Q1 2026 |
| SUMMITRY LLC$2.8B AUM | 0.06% | $2M | 36.0K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $2M | 36.0K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 36.5K | Q4 2025OLDER |
| West Financial Advisors, LLC$659M AUM | 0.29% | $2M | 35.8K | Q1 2026 |
| Verum Partners LLC$527M AUM | 0.32% | $2M | 35.3K | Q1 2026 |
| Burt Wealth Advisors$407M AUM | 0.41% | $2M | 36.8K | Q3 2025OLDER |
| GM Advisory Group, LLC$2.6B AUM | 0.06% | $2M | 34.9K | Q1 2026 |
| Shakespeare Wealth Management, LLC$422M AUM | 0.39% | $2M | 34.9K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.06% | $2M | 34.6K | Q1 2026 |
| Rather & Kittrell, Inc.$648M AUM | 0.25% | $2M | 34.5K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $2M | 34.1K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 33.4K | Q1 2026 |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.05% | $2M | 33.3K | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.10% | $2M | 33.2K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.01% | $2M | 33.0K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $2M | 32.3K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $2M | 32.3K | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.21% | $2M | 31.7K | Q1 2026 |
| Whipplewood Advisors, LLC$193M AUM | 0.78% | $2M | 31.6K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.33% | $1M | 31.3K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 31.3K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.04% | $1M | 31.0K | Q1 2026 |
| Diversified Portfolios, Inc.$1.2B AUM | 0.12% | $1M | 30.8K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $1M | 30.7K | Q1 2026 |
| Principle Wealth Partners LLC$1.7B AUM | 0.08% | $1M | 30.6K | Q1 2026 |
| Fairman Group, LLC$117M AUM | 1.24% | $1M | 30.5K | Q1 2026 |
| Sterling Financial Planning, Inc.$337M AUM | 0.43% | $1M | 30.5K | Q1 2026 |
| OMNI 360 Wealth, Inc.$194M AUM | 0.74% | $1M | 30.2K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.02% | $1M | 30.0K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $1M | 29.9K | Q1 2026 |
| Detalus Advisors, LLC$438M AUM | 0.32% | $1M | 29.8K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 29.8K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $1M | 30.1K | Q4 2025OLDER |
| Diversified Trust Co$5.4B AUM | 0.03% | $1M | 29.3K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1M | 28.3K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $1M | 28.1K | Q1 2026 |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.46% | $1M | 27.6K | Q1 2026 |
| Obsidian Personal Planning Solutions LLC$288M AUM | 0.45% | $1M | 28.3K | Q3 2025OLDER |
| Colorado Capital Management, Inc.$293M AUM | 0.48% | $1M | 27.0K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 26.2K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.07% | $1M | 26.1K | Q1 2026 |
| Allen Capital Group, LLC$1.1B AUM | 0.11% | $1M | 26.1K | Q1 2026 |
| Virtus Family Office LLC$117M AUM | 1.04% | $1M | 25.6K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $1M | 25.4K | Q1 2026 |
| Cambria Investment Management, L.P.$1.8B AUM | 0.07% | $1M | 25.4K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.12% | $1M | 25.1K | Q1 2026 |
| AIMZ Investment Advisors, LLC$324M AUM | 0.37% | $1M | 25.0K | Q1 2026 |
| EnRich Financial Partners LLC$377M AUM | 0.31% | $1M | 24.6K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $1M | 24.6K | Q1 2026 |
| Austin Wealth Management, LLC$440M AUM | 0.26% | $1M | 24.2K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.04% | $1M | 24.4K | Q1 2026 |
| Austin Asset Management Co Inc$608M AUM | 0.19% | $1M | 24.3K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 23.9K | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.03% | $1M | 23.8K | Q1 2026 |
| Edge Financial Advisors LLC$97M AUM | 1.15% | $1M | 29.4K | Q4 2025OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.06% | $1M | 23.4K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $1M | 23.0K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.19% | $1M | 22.4K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.03% | $1M | 23.3K | Q3 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.01% | $1M | 21.6K | Q1 2026 |
| Kaydan Wealth Management, Inc.$299M AUM | 0.34% | $1M | 21.5K | Q1 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.10% | $1M | 21.1K | Q1 2026 |
| Summit Place Financial Advisors, LLC$208M AUM | 0.46% | $950,600 | 20.0K | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.01% | $942,995 | 19.8K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $934,453 | 19.7K | Q1 2026 |
| Center for Financial Planning, Inc.$958M AUM | 0.10% | $932,791 | 19.6K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $904,211 | 19.0K | Q1 2026 |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.74% | $903,498 | 19.0K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $902,437 | 19.2K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.03% | $892,351 | 18.8K | Q1 2026 |
| Almanack Investment Partners, LLC.$592M AUM | 0.15% | $880,731 | 18.5K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $870,513 | 18.3K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $868,431 | 18.3K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $864,998 | 18.2K | Q1 2026 |
| Cooper Financial Group$1.2B AUM | 0.09% | $848,315 | 17.8K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.03% | $846,224 | 17.8K | Q1 2026 |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.10% | $833,961 | 17.5K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.01% | $824,170 | 17.3K | Q1 2026 |
| SkyView Investment Advisors, LLC$743M AUM | 0.11% | $818,000 | 17.2K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $806,911 | 17.0K | Q1 2026 |
| DAVIDSON TRUST CO$232M AUM | 0.35% | $803,808 | 16.9K | Q1 2026 |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.56% | $788,824 | 16.6K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $767,752 | 16.2K | Q1 2026 |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.03% | $764,282 | 16.1K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.02% | $756,209 | 15.9K | Q1 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 0.63% | $745,619 | 15.7K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.03% | $739,545 | 15.8K | Q4 2025OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 0.01% | $735,432 | 15.5K | Q1 2026 |
| PRUDENTIAL PLC$17.1B AUM | 0.00% | $734,610 | 17.4K | Q2 2025OLDER |
| WealthShield Partners, LLC$898M AUM | 0.08% | $725,070 | 15.3K | Q1 2026 |
| Discipline Wealth Solutions, LLC$950M AUM | 0.08% | $724,715 | 15.2K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.06% | $722,427 | 15.2K | Q1 2026 |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.06% | $714,544 | 15.8K | Q3 2025OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.08% | $712,950 | 15.0K | Q1 2026 |
| GSG Advisors LLC$385M AUM | 0.18% | $711,023 | 15.0K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $706,000 | 14.9K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.05% | $703,422 | 15.6K | Q3 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $697,597 | 14.7K | Q1 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $686,333 | 14.4K | Q1 2026 |
| SC&H Financial Advisors, Inc.$663M AUM | 0.10% | $686,099 | 14.4K | Q1 2026 |
| Paulson Wealth Management Inc.$427M AUM | 0.18% | $684,140 | 16.2K | Q2 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.15% | $682,341 | 14.4K | Q1 2026 |
| Firestone Capital Management$480M AUM | 0.14% | $677,778 | 14.3K | Q1 2026 |
| Legacy Financial Group LLC$795M AUM | 0.09% | $676,542 | 14.2K | Q1 2026 |
| Cadence Bank$1.7B AUM | 0.04% | $666,545 | 14.2K | Q4 2025OLDER |
| M Holdings Securities, Inc.$1.5B AUM | 0.04% | $641,000 | 13.4K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.05% | $639,463 | 12.3K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $638,377 | 12.1K | Q1 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 0.05% | $636,902 | 13.4K | Q1 2026 |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.06% | $629,440 | 13.2K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $623,464 | 12.3K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $619,649 | 13.0K | Q1 2026 |
| WEST BANCORPORATION INC$200M AUM | 0.31% | $615,133 | 12.9K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.03% | $611,884 | 13.0K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $608,699 | 12.8K | Q1 2026 |
| Trust Co of the South$710M AUM | 0.10% | $601,255 | 12.7K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $589,847 | 12.4K | Q1 2026 |
| Essex Bank$452M AUM | 0.13% | $588,724 | 12.4K | Q1 2026 |
| Fund Evaluation Group, LLC$3.3B AUM | 0.02% | $576,159 | 12.1K | Q1 2026 |
| Apexium Financial, LP$2.1B AUM | 0.03% | $575,795 | 12.7K | Q3 2025OLDER |
| Choate Investment Advisors$5.1B AUM | 0.01% | $570,360 | 12.0K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $569,970 | 12.0K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.03% | $568,420 | 12.0K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.05% | $563,294 | 13.3K | Q2 2025OLDER |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 0.37% | $563,029 | 11.8K | Q1 2026 |
| Revolve Wealth Partners, LLC$965M AUM | 0.07% | $559,856 | 11.8K | Q1 2026 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.03% | $556,762 | 12.3K | Q3 2025OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.02% | $546,411 | 12.1K | Q3 2025OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.01% | $543,731 | 12.0K | Q3 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.04% | $538,372 | 11.3K | Q1 2026 |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.02% | $537,126 | 11.3K | Q1 2026 |
| VALLEY NATIONAL ADVISERS INC$773M AUM | 0.07% | $537,000 | 11.3K | Q1 2026 |
| Solitude Financial Services$338M AUM | 0.16% | $536,640 | 10.8K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.03% | $525,739 | 11.1K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.02% | $525,159 | 11.0K | Q1 2026 |
| Diversified Enterprises, LLC$1.8B AUM | 0.03% | $524,820 | 11.0K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $524,269 | 11.0K | Q1 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.03% | $518,695 | 10.9K | Q1 2026 |
| Sylvest Advisors, LLC$188M AUM | 0.28% | $517,554 | 10.9K | Q1 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.02% | $516,461 | 10.9K | Q1 2026 |
| LJI Wealth Management, LLC$626M AUM | 0.08% | $516,120 | 11.0K | Q4 2025OLDER |
| Morling Financial Advisors, LLC$325M AUM | 0.16% | $514,275 | 10.8K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $508,024 | 11.2K | Q3 2025OLDER |
| RIA Advisory Group LLC$421M AUM | 0.12% | $505,948 | 10.6K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.07% | $502,205 | 10.6K | Q1 2026 |
| FOSTER & MOTLEY INC$1.9B AUM | 0.03% | $498,000 | 10.5K | Q1 2026 |
| Echo Wealth Management, LLC$174M AUM | 0.29% | $496,118 | 10.4K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $494,217 | 10.4K | Q1 2026 |
| Sandbox Financial Partners, LLC$356M AUM | 0.14% | $493,291 | 10.4K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.03% | $493,076 | 10.4K | Q1 2026 |
| True Link Financial Advisors, LLC$1.6B AUM | 0.03% | $492,023 | 11.6K | Q2 2025OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.05% | $487,294 | 10.1K | Q1 2026 |
| CRA Financial Services, LLC$770M AUM | 0.06% | $485,233 | 10.2K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $482,238 | 10.1K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $477,772 | 10.1K | Q1 2026 |
| Beckerman Institutional, LLC$188M AUM | 0.25% | $476,987 | 10.0K | Q1 2026 |
| TRUEFG, LLC$377M AUM | 0.13% | $476,060 | 10.0K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.00% | $471,556 | 11.2K | Q2 2025OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.02% | $469,115 | 9.9K | Q1 2026 |
| Principia Wealth Advisory, LLC$160M AUM | 0.29% | $465,963 | 9.9K | Q4 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.02% | $458,987 | 9.7K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $457,619 | 9.6K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $453,626 | 9.5K | Q1 2026 |
| Plancorp, LLC$3.5B AUM | 0.01% | $450,885 | 9.2K | Q1 2026 |
| Welch Group, LLC$2.7B AUM | 0.02% | $444,691 | 9.4K | Q1 2026 |
| WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM | 0.04% | $442,424 | 9.3K | Q1 2026 |
| Sightline Wealth Advisors, LLC$236M AUM | 0.19% | $440,140 | 9.3K | Q1 2026 |
| Roundview Capital LLC$1.6B AUM | 0.03% | $433,236 | 9.1K | Q1 2026 |
| Trailhead Planners LLC$104M AUM | 0.41% | $431,858 | 9.1K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.02% | $427,675 | 9.0K | Q1 2026 |
| Glassman Wealth Services$736M AUM | 0.06% | $422,922 | 8.9K | Q1 2026 |
| Blue Fin Capital, Inc.$610M AUM | 0.07% | $422,209 | 8.9K | Q1 2026 |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $421,639 | 8.9K | Q1 2026 |
| Summit Financial Strategies, Inc.$1.3B AUM | 0.03% | $421,159 | 8.9K | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.01% | $418,264 | 8.8K | Q1 2026 |
| Syverson Strege & Co$416M AUM | 0.10% | $418,083 | 8.8K | Q1 2026 |
| Fourth Dimension Wealth, LLC$264M AUM | 0.15% | $407,474 | 8.6K | Q1 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 0.04% | $407,332 | 8.6K | Q1 2026 |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.01% | $407,094 | 8.6K | Q1 2026 |
| NWK Group, Inc.$261M AUM | 0.16% | $404,005 | 8.5K | Q1 2026 |
| Elmwood Wealth Management, Inc.$400M AUM | 0.11% | $400,976 | 8.4K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $399,724 | 8.4K | Q1 2026 |
| Intellus Advisors LLC$732M AUM | 0.05% | $399,252 | 8.4K | Q1 2026 |
| Claro Advisors Inc.$830M AUM | 0.05% | $390,222 | 8.2K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.00% | $384,338 | 8.1K | Q1 2026 |
| Indiana Trust & Investment Management Co$324M AUM | 0.12% | $380,002 | 8.0K | Q1 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$2.1B AUM | 0.02% | $380,000 | 8.0K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.03% | $379,373 | 9.0K | Q2 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $377,626 | 7.9K | Q1 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 0.25% | $372,766 | 7.8K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $371,685 | 7.8K | Q1 2026 |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $371,447 | 7.8K | Q1 2026 |
| Obermeyer Wealth Partners$2.2B AUM | 0.02% | $367,882 | 7.7K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.01% | $367,749 | 8.7K | Q3 2025OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.07% | $364,264 | 7.7K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.00% | $364,174 | 7.7K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $362,940 | 8.6K | Q2 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $357,012 | 8.4K | Q2 2025OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.04% | $356,601 | 8.4K | Q2 2025OLDER |
| Opus Financial Solutions LLC$106M AUM | 0.33% | $355,572 | 7.5K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $355,419 | 7.6K | Q4 2025OLDER |
| NOVEM GROUP$873M AUM | 0.04% | $352,578 | 7.4K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.10% | $349,346 | 7.3K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.03% | $348,391 | 7.3K | Q1 2026 |
| Symphony Financial, Ltd. Co.$755M AUM | 0.05% | $346,349 | 7.3K | Q1 2026 |
| Scott Marsh Financial, LLC$270M AUM | 0.13% | $344,036 | 8.1K | Q2 2025OLDER |
| Cedar Point Capital Partners, LLC$154M AUM | 0.22% | $343,830 | 7.3K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $343,357 | 7.2K | Q1 2026 |
| Sonora Investment Management Group, LLC$1.4B AUM | 0.02% | $339,708 | 7.5K | Q3 2025OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.12% | $335,144 | 7.8K | Q2 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.03% | $332,140 | 7.0K | Q1 2026 |
| Trek Financial, LLC$1.9B AUM | 0.02% | $330,904 | 7.0K | Q1 2026 |
| Estate Counselors, LLC$1.1B AUM | 0.03% | $330,096 | 6.9K | Q1 2026 |
| Haverford Trust Co$10.9B AUM | 0.00% | $329,668 | 6.9K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $327,885 | 6.9K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $327,413 | 6.9K | Q1 2026 |
| Paragon Capital Management Ltd$476M AUM | 0.07% | $327,006 | 6.9K | Q1 2026 |
| Soundwatch Capital LLC$793M AUM | 0.04% | $325,818 | 6.9K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $325,628 | 6.9K | Q1 2026 |
| Busey Bank$3.7B AUM | 0.01% | $322,824 | 6.8K | Q1 2026 |
| Traction Financial Partners, LLC$162M AUM | 0.20% | $321,065 | 6.8K | Q1 2026 |
| Clarity Wealth Advisors, LLC$486M AUM | 0.07% | $320,085 | 6.7K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $319,409 | 7.1K | Q3 2025OLDER |
| Mallini Complete Financial Planning LLC$140M AUM | 0.25% | $318,256 | 6.7K | Q1 2026 |
| Exchange Capital Management, Inc.$670M AUM | 0.05% | $316,391 | 7.5K | Q2 2025OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.02% | $314,411 | 6.6K | Q1 2026 |
| FineMark National Bank & Trust$3.2B AUM | 0.01% | $313,754 | 6.7K | Q4 2025OLDER |
| Vishria Bird Financial Group, LLC$510M AUM | 0.06% | $313,486 | 6.9K | Q3 2025OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.01% | $310,408 | 6.5K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $310,086 | 6.5K | Q1 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.05% | $309,658 | 6.5K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $309,424 | 6.1K | Q1 2026 |
| Financial Alternatives, Inc$185M AUM | 0.17% | $308,090 | 6.5K | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $307,947 | 6.5K | Q1 2026 |
| HBK Sorce Advisory LLC$5.0B AUM | 0.01% | $304,906 | 5.8K | Q1 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.05% | $304,192 | 6.4K | Q1 2026 |
| GUIDANCE CAPITAL, INC$446M AUM | 0.07% | $301,740 | 5.8K | Q1 2026 |
| Curated Wealth Partners LLC$794M AUM | 0.04% | $301,578 | 6.3K | Q1 2026 |
| MBA Advisors LLC$260M AUM | 0.12% | $301,340 | 6.3K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $299,071 | 6.3K | Q1 2026 |
| STEPH & CO$351M AUM | 0.09% | $298,156 | 6.3K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $296,873 | 6.2K | Q1 2026 |
| WealthBridge Capital Management, LLC$434M AUM | 0.07% | $295,609 | 6.2K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $291,000 | 6.2K | Q4 2025OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.02% | $286,974 | 6.1K | Q4 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $286,587 | 6.1K | Q4 2025OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.03% | $285,180 | 6.0K | Q1 2026 |
| HCR Wealth Advisors$1.1B AUM | 0.03% | $285,180 | 6.0K | Q1 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.06% | $283,162 | 6.0K | Q4 2025OLDER |
| Genesis Wealth Advisors, LLC$150M AUM | 0.19% | $282,328 | 5.9K | Q1 2026 |
| Williams & Novak, LLC$151M AUM | 0.21% | $282,023 | 5.9K | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.07% | $280,427 | 5.9K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $279,762 | 5.9K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $276,771 | 5.8K | Q1 2026 |
| Efficient Frontier Advisors LLC$158M AUM | 0.18% | $276,280 | 6.8K | Q2 2025OLDER |
| Laurel Wealth Planning LLC$190M AUM | 0.15% | $276,197 | 5.8K | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $272,557 | 6.4K | Q2 2025OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.02% | $268,555 | 5.7K | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $267,594 | 5.6K | Q1 2026 |
| Breakwater Investment Management$269M AUM | 0.10% | $266,168 | 5.6K | Q1 2026 |
| RVW Wealth, LLC$1.5B AUM | 0.02% | $266,073 | 5.6K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $265,105 | 5.6K | Q1 2026 |
| Forum Private Client Group LLC$300M AUM | 0.09% | $264,957 | 5.6K | Q4 2025OLDER |
| Tilson Financial Group, Inc.$333M AUM | 0.08% | $263,060 | 5.5K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $262,414 | 5.6K | Q4 2025OLDER |
| First Long Island Investors, LLC$1.2B AUM | 0.02% | $261,415 | 5.5K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $259,559 | 5.5K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.00% | $259,384 | 5.5K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $257,374 | 5.4K | Q1 2026 |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 0.04% | $254,301 | 5.3K | Q1 2026 |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.07% | $253,573 | 5.3K | Q1 2026 |
| EQ WEALTH ADVISORS, LLC$171M AUM | 0.15% | $253,287 | 5.3K | Q1 2026 |
| DECISION INVESTMENTS, INC$88M AUM | 0.29% | $250,958 | 5.3K | Q1 2026 |
| Midwest Financial Group LLC$234M AUM | 0.11% | $249,834 | 5.3K | Q1 2026 |
| Fermata Advisors, LLC$495M AUM | 0.06% | $248,432 | 5.2K | Q1 2026 |
| Insight Inv LLC$183M AUM | 0.14% | $247,394 | 5.2K | Q1 2026 |
| Geometric Wealth Advisors$799M AUM | 0.03% | $246,205 | 5.2K | Q1 2026 |
| SYON CAPITAL LLC$2.0B AUM | 0.01% | $246,104 | 5.2K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $243,953 | 5.4K | Q3 2025OLDER |
| Capital Analysts, LLC$3.8B AUM | 0.01% | $241,000 | 5.1K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $239,789 | 5.0K | Q1 2026 |
| Collaborative Wealth Managment Inc.$218M AUM | 0.08% | $238,354 | 5.1K | Q4 2025OLDER |
| CapWealth Advisors, LLC$1.3B AUM | 0.02% | $237,650 | 5.0K | Q1 2026 |
| Hara Capital LLC$200M AUM | 0.12% | $237,650 | 5.0K | Q1 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.00% | $237,175 | 5.0K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.01% | $233,024 | 4.9K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.05% | $232,422 | 4.9K | Q1 2026 |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.01% | $232,089 | 4.9K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $230,996 | 4.9K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.01% | $230,996 | 4.9K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $230,049 | 4.9K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $227,629 | 4.9K | Q4 2025OLDER |
| Iowa State Bank$543M AUM | 0.04% | $225,768 | 4.8K | Q1 2026 |
| Armor Investment Advisors, LLC$278M AUM | 0.08% | $225,768 | 4.8K | Q1 2026 |
| Banque Transatlantique SA$4.2B AUM | 0.01% | $224,579 | 4.7K | Q1 2026 |
| Sandy Cove Advisors, LLC$400M AUM | 0.07% | $224,104 | 4.7K | Q1 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.07% | $221,697 | 4.7K | Q4 2025OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.02% | $221,490 | 4.7K | Q1 2026 |
| New Republic Capital, LLC$297M AUM | 0.07% | $221,264 | 4.7K | Q1 2026 |
| Allegheny Financial Group$742M AUM | 0.03% | $221,175 | 4.7K | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.02% | $220,540 | 4.6K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $220,016 | 4.6K | Q1 2026 |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.00% | $217,687 | 4.6K | Q1 2026 |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.05% | $217,564 | 5.1K | Q2 2025OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.02% | $217,307 | 4.6K | Q1 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.01% | $216,642 | 4.6K | Q1 2026 |
| Center For Asset Management LLC$201M AUM | 0.11% | $215,786 | 4.5K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $213,933 | 4.5K | Q1 2026 |
| COGENT STRATEGIC WEALTH LLC$97M AUM | 0.22% | $213,885 | 4.5K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $213,552 | 4.5K | Q1 2026 |
| Prairiewood Capital, LLC$346M AUM | 0.06% | $213,457 | 4.5K | Q1 2026 |
| Heritage Investment Group, Inc.$661M AUM | 0.03% | $212,269 | 4.5K | Q1 2026 |
| Keel Point, LLC$1.5B AUM | 0.01% | $211,281 | 4.5K | Q4 2025OLDER |
| Brown Financial Advisory$202M AUM | 0.12% | $211,037 | 5.0K | Q2 2025OLDER |
| Park Place Capital Corp$499M AUM | 0.04% | $210,629 | 4.4K | Q1 2026 |
| GenTrust, LLC$2.3B AUM | 0.01% | $210,320 | 4.4K | Q1 2026 |
| Advisors Capital Management, LLC$8.6B AUM | 0.00% | $209,940 | 4.4K | Q1 2026 |
| Third View Private Wealth, LLC$730M AUM | 0.03% | $208,134 | 4.4K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $207,423 | 4.6K | Q3 2025OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.03% | $205,805 | 4.3K | Q1 2026 |
| Old Port Advisors$434M AUM | 0.05% | $205,706 | 4.5K | Q3 2025OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $205,241 | 4.3K | Q1 2026 |
| APPLETON PARTNERS INC/MA$1.4B AUM | 0.01% | $205,000 | 4.9K | Q2 2025OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $204,373 | 4.4K | Q4 2025OLDER |
| GS Investments, Inc.$175M AUM | 0.12% | $203,904 | 4.3K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $202,525 | 4.3K | Q1 2026 |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.02% | $201,575 | 4.2K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.