RDVYFIRST TR EXCHANGE TRADED FD
CUSIP 33738R506 · Yahoo Finance ↗ · Google Finance ↗
First Tr Exchange Traded Fd (RDVY) has 750 institutional holders in Filings Flow’s 13F database, together reporting 213.81M shares worth $14.2B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Morgan Stanley, and Raymond James Financial Inc.
Institutional Holders
750
Q1 2026
Reported Value
$14.2B
Ticker
RDVY
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Horizon Advisory Services, Inc.$195M AUM | 18.77% | $37M | 537.0K | Q1 2026OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 15.34% | $55M | 805.3K | Q1 2026OLDER |
| Spectrum Wealth Advisory Group, LLC$269M AUM | 13.51% | $36M | 532.0K | Q1 2026OLDER |
| Ascension Capital Advisors, Inc.$318M AUM | 12.58% | $40M | 585.4K | Q1 2026OLDER |
| INTEGRITY WEALTH ADVISORS, INC.$168M AUM | 12.36% | $21M | 303.5K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 11.46% | $33M | 472.4K | Q1 2026OLDER |
| Traction Financial Partners, LLC$162M AUM | 10.00% | $16M | 237.8K | Q1 2026OLDER |
| Sentinel Advisory Group, LLC$205M AUM | 8.86% | $18M | 266.2K | Q1 2026OLDER |
| tru Independence LLC$202M AUM | 8.69% | $18M | 257.4K | Q1 2026OLDER |
| ODonnell Financial Services, LLC$290M AUM | 8.51% | $25M | 362.1K | Q1 2026OLDER |
| AFFINITY WEALTH MANAGEMENT LLC$661M AUM | 6.86% | $45M | 663.4K | Q1 2026OLDER |
| NESTEGG ADVISORS, INC.$114M AUM | 6.83% | $8M | 113.8K | Q1 2026OLDER |
| Fairway Financial, LLC$132M AUM | 6.82% | $9M | 131.4K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 6.67% | $23M | 285.3K | Q2 2026 |
| Plotkin Financial Advisors, LLC$199M AUM | 6.54% | $13M | 190.6K | Q1 2026OLDER |
| Gaddis Premier Wealth Advisors LLC$136M AUM | 6.48% | $9M | 128.7K | Q1 2026OLDER |
| Chris Bulman Inc$228M AUM | 6.44% | $15M | 215.3K | Q1 2026OLDER |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM | 6.39% | $8M | 119.4K | Q1 2026OLDER |
| Juno Financial Group LLC$255M AUM | 6.15% | $16M | 229.9K | Q1 2026OLDER |
| HFG Advisors, Inc.$142M AUM | 6.07% | $9M | 126.4K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 6.01% | $31M | 378.6K | Q2 2026 |
| Hobart Private Capital, LLC$583M AUM | 5.96% | $35M | 428.6K | Q2 2026 |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 5.81% | $17M | 243.9K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 5.50% | $22M | 316.7K | Q1 2026OLDER |
| Guided Capital Wealth Management, LLC$152M AUM | 5.27% | $8M | 117.1K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 5.07% | $12M | 170.4K | Q1 2026OLDER |
| Crumly & Associates Inc.$522M AUM | 5.01% | $26M | 322.8K | Q2 2026 |
| Mainsail Financial Group, LLC$240M AUM | 4.96% | $12M | 174.5K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 4.91% | $10M | 143.8K | Q1 2026OLDER |
| Sanchez Wealth Management Group$462M AUM | 4.81% | $22M | 325.8K | Q1 2026OLDER |
| AJ Advisors, LLC$270M AUM | 4.53% | $12M | 178.7K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 4.44% | $37M | 543.0K | Q1 2026OLDER |
| O'Connor Financial Group LLC$244M AUM | 4.33% | $11M | 155.2K | Q1 2026OLDER |
| COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM | 4.22% | $6M | 87.6K | Q1 2026OLDER |
| LeClair Wealth Partners LLC$289M AUM | 4.16% | $7M | 103.3K | Q4 2025OLDER |
| Envision Financial LLC$186M AUM | 4.11% | $8M | 111.8K | Q1 2026OLDER |
| Solano Wealth Investment Advisors LLC$201M AUM | 4.02% | $8M | 118.0K | Q1 2026OLDER |
| Frederick Financial Consultants, LLC$201M AUM | 3.96% | $8M | 116.5K | Q1 2026OLDER |
| Uniting Wealth Partners, LLC$470M AUM | 3.92% | $18M | 270.0K | Q1 2026OLDER |
| Compass Financial Services Inc$231M AUM | 3.86% | $9M | 130.7K | Q1 2026OLDER |
| Weitzel Financial Services, Inc.$265M AUM | 3.85% | $10M | 148.4K | Q1 2026OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 3.74% | $11M | 159.3K | Q1 2026OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 3.66% | $4M | 52.8K | Q2 2026 |
| IMG Wealth Management, Inc.$157M AUM | 3.65% | $6M | 83.8K | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 3.47% | $15M | 221.7K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 3.43% | $5M | 67.6K | Q2 2026 |
| GSG Advisors LLC$385M AUM | 3.35% | $13M | 189.1K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 3.28% | $72M | 1.05M | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 3.21% | $6M | 85.9K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 3.20% | $9M | 133.0K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 3.13% | $48M | 586.9K | Q2 2026 |
| Intellus Advisors LLC$732M AUM | 3.10% | $23M | 332.3K | Q1 2026OLDER |
| Stegent Equity Advisors, Inc.$117M AUM | 3.09% | $4M | 53.1K | Q1 2026OLDER |
| Five Pine Wealth Management$161M AUM | 3.07% | $5M | 72.2K | Q1 2026OLDER |
| StoneCrest Wealth Management, Inc.$313M AUM | 3.06% | $10M | 118.0K | Q2 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 2.94% | $3M | 49.7K | Q4 2025OLDER |
| Cedrus Wealth Group LLC$108M AUM | 2.90% | $3M | 45.3K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 2.84% | $5M | 66.4K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 2.82% | $35M | 519.0K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 2.77% | $44M | 645.4K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 2.76% | $12M | 181.4K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 2.72% | $4M | 60.2K | Q1 2026OLDER |
| APS Management Group, Inc.$117M AUM | 2.66% | $3M | 45.5K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 2.63% | $5M | 71.4K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 2.60% | $5M | 62.7K | Q2 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 2.56% | $40M | 488.5K | Q2 2026 |
| IFS Group,LLC$112M AUM | 2.55% | $3M | 41.9K | Q1 2026OLDER |
| Wagner Wealth Management, LLC$495M AUM | 2.51% | $12M | 181.9K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 2.46% | $6M | 94.9K | Q2 2026 |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 2.43% | $24M | 299.7K | Q2 2026 |
| Bravera Wealth$222M AUM | 2.42% | $5M | 78.6K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 2.41% | $8M | 112.2K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 2.40% | $39M | 564.5K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 2.40% | $14M | 196.2K | Q4 2025OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 2.39% | $5M | 73.1K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 2.33% | $8M | 116.3K | Q1 2026OLDER |
| Wagner Wealth Management, Corp$111M AUM | 2.29% | $3M | 37.3K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 2.25% | $4M | 60.2K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 2.25% | $5M | 75.0K | Q1 2026OLDER |
| Genesee Capital Advisors, LLC$239M AUM | 2.22% | $5M | 77.6K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 2.17% | $11M | 162.1K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 2.13% | $22M | 266.2K | Q2 2026 |
| Accel Wealth Management$383M AUM | 2.04% | $8M | 114.6K | Q1 2026OLDER |
| Perissos Private Wealth Management, LLC$115M AUM | 1.96% | $2M | 33.0K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 1.95% | $8M | 121.8K | Q1 2026OLDER |
| Ergawealth Advisors, Inc.$226M AUM | 1.94% | $4M | 64.2K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 1.89% | $12M | 175.2K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 1.88% | $14M | 209.1K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 1.83% | $9M | 131.8K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 1.80% | $5M | 75.8K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 1.75% | $5M | 70.0K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 1.74% | $5M | 66.5K | Q1 2026OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 1.73% | $2M | 28.8K | Q1 2026OLDER |
| BankPlus Wealth Management LLC$194M AUM | 1.72% | $3M | 48.8K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 1.70% | $16M | 227.3K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 1.67% | $5M | 56.7K | Q2 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 1.64% | $15M | 217.2K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 1.63% | $9M | 127.3K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 1.63% | $9M | 137.6K | Q1 2026OLDER |
| Virtus Wealth Solutions LLC$525M AUM | 1.63% | $9M | 125.5K | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 1.62% | $7M | 97.8K | Q1 2026OLDER |
| EWG Elevate Inc.$320M AUM | 1.61% | $5M | 76.8K | Q3 2025OLDER |
| CLG LLC$403M AUM | 1.61% | $6M | 94.9K | Q1 2026OLDER |
| Centerpoint Advisory Group$133M AUM | 1.59% | $2M | 31.0K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 1.58% | $16M | 231.8K | Q1 2026OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 1.55% | $2M | 26.4K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 1.55% | $15M | 215.0K | Q1 2026OLDER |
| Holistic Financial Partners$269M AUM | 1.53% | $4M | 60.5K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 1.51% | $1M | 21.0K | Q1 2026OLDER |
| Rockport Wealth LLC$549M AUM | 1.49% | $8M | 119.5K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 1.46% | $12M | 174.1K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 1.46% | $5M | 79.0K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 1.45% | $3M | 37.7K | Q1 2026OLDER |
| Sun Financial Inc$200M AUM | 1.45% | $3M | 38.8K | Q1 2026OLDER |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 1.44% | $3M | 48.3K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 1.43% | $8M | 114.6K | Q1 2026OLDER |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM | 1.42% | $2M | 31.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 1.40% | $13M | 187.5K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 1.40% | $2M | 24.3K | Q4 2025OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 1.38% | $8M | 118.5K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 1.38% | $5M | 71.6K | Q1 2026OLDER |
| Pitti Group Wealth Management, LLC$123M AUM | 1.37% | $2M | 24.8K | Q1 2026OLDER |
| My Portfolio Guide, LLC$181M AUM | 1.37% | $2M | 36.3K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 1.35% | $18M | 270.1K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 1.29% | $4M | 57.2K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 1.29% | $2M | 29.4K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 1.29% | $80M | 1.17M | Q1 2026OLDER |
| Appalachian Capital Management Ltd$125M AUM | 1.29% | $2M | 23.5K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 1.28% | $35M | 505.6K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 1.28% | $10M | 149.4K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 1.26% | $3M | 44.8K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 1.25% | $7M | 108.3K | Q1 2026OLDER |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 1.25% | $2M | 23.2K | Q1 2026OLDER |
| Worthington Financial Partners, LLC$116M AUM | 1.25% | $1M | 21.3K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 1.25% | $3M | 37.3K | Q2 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 1.22% | $3M | 31.0K | Q2 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 1.21% | $2M | 19.3K | Q2 2026 |
| Rubicon Advisors, GP$115M AUM | 1.19% | $1M | 19.9K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 1.14% | $49M | 722.8K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 1.14% | $2M | 33.7K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 1.13% | $2M | 22.6K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 1.13% | $3M | 45.9K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 1.13% | $11M | 157.2K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 1.11% | $4M | 55.8K | Q4 2025OLDER |
| Purus Wealth Management, LLC$314M AUM | 1.09% | $3M | 50.0K | Q1 2026OLDER |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 1.08% | $2M | 22.3K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 1.08% | $5M | 80.4K | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 1.07% | $5M | 80.2K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 1.06% | $3M | 41.3K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 1.06% | $3M | 41.3K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 1.05% | $4M | 56.5K | Q1 2026OLDER |
| PCA Investment Advisory Services Inc.$300M AUM | 1.05% | $3M | 46.0K | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 1.03% | $2M | 23.3K | Q1 2026OLDER |
| RiverTree Advisors, LLC$158M AUM | 1.02% | $2M | 23.5K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 1.01% | $2M | 28.8K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 1.00% | $14M | 200.4K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.97% | $2M | 30.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.94% | $61M | 887.2K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.93% | $4M | 50.8K | Q2 2026 |
| Arax Advisory Partners$3.5B AUM | 0.93% | $33M | 480.6K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.92% | $27M | 459.4K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.92% | $24M | 353.7K | Q2 2026 |
| Davis Investment Partners, LLC$283M AUM | 0.91% | $3M | 37.9K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.91% | $8M | 118.2K | Q1 2026OLDER |
| Mission Financial Group, LLC$108M AUM | 0.91% | $983,869 | 14.4K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 0.90% | $1M | 18.7K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.90% | $20M | 286.5K | Q2 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.89% | $6M | 90.4K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.87% | $4M | 58.4K | Q1 2026OLDER |
| WEALTH EFFECTS LLC$282M AUM | 0.86% | $2M | 35.7K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.86% | $6M | 92.0K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.85% | $32M | 431.0K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 0.84% | $4M | 59.6K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.83% | $178M | 2.60M | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.83% | $8M | 120.5K | Q4 2025OLDER |
| PMG Wealth Management, Inc.$139M AUM | 0.82% | $1M | 16.6K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.81% | $13M | 193.4K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.80% | $6M | 94.7K | Q3 2025OLDER |
| Atlas Wealth LLC$334M AUM | 0.80% | $3M | 39.0K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.79% | $64M | 935.6K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.79% | $26M | 378.1K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.78% | $3M | 45.0K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.77% | $2M | 32.7K | Q1 2026OLDER |
| Mattern Wealth Management LLC$513M AUM | 0.75% | $4M | 56.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.75% | $197M | 2.89M | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.74% | $3M | 46.7K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.74% | $9M | 133.2K | Q3 2025OLDER |
| Serenity Investment Advisors$214M AUM | 0.74% | $2M | 20.9K | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 0.72% | $1M | 19.5K | Q1 2026OLDER |
| Triton Wealth Management, PLLC$270M AUM | 0.71% | $2M | 27.7K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.70% | $2M | 27.6K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.70% | $6M | 72.9K | Q2 2026 |
| Element Wealth, LLC$242M AUM | 0.70% | $2M | 24.8K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.70% | $2M | 32.2K | Q1 2026OLDER |
| Southland Equity Partners LLC$513M AUM | 0.68% | $4M | 51.3K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 0.68% | $8M | 111.1K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.67% | $923,058 | 13.5K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.66% | $17M | 249.1K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.66% | $1M | 14.9K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.66% | $2M | 30.8K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.65% | $5M | 79.6K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.64% | $9M | 125.9K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.64% | $1M | 18.8K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.64% | $6M | 91.1K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.63% | $9M | 131.7K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.63% | $2M | 36.6K | Q1 2026OLDER |
| EdgeRock Capital LLC$370M AUM | 0.63% | $2M | 33.9K | Q1 2026OLDER |
| Altus Wealth Group LLC$244M AUM | 0.62% | $2M | 22.3K | Q1 2026OLDER |
| Keystone Financial Services, LLC$149M AUM | 0.62% | $921,455 | 13.5K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.62% | $3M | 44.9K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.62% | $2M | 27.6K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.61% | $13M | 183.7K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.61% | $12M | 178.4K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.60% | $2M | 20.5K | Q2 2026 |
| Asset Allocation Strategies LLC$563M AUM | 0.60% | $3M | 49.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.59% | $2.2B | 32.33M | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 0.58% | $6M | 70.9K | Q2 2026 |
| Sequent Planning LLC$414M AUM | 0.58% | $2M | 35.3K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 0.58% | $2M | 35.5K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.57% | $11M | 155.2K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.56% | $51M | 742.6K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.56% | $1M | 16.5K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.56% | $87M | 1.25M | Q1 2026OLDER |
| Family Capital Management, Inc.$225M AUM | 0.54% | $1M | 17.9K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.54% | $994,566 | 14.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.54% | $383M | 5.61M | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.53% | $17M | 248.2K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 0.53% | $1M | 20.3K | Q1 2026OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 0.52% | $1M | 15.6K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.51% | $7M | 109.0K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.51% | $15M | 226.6K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.50% | $3M | 46.7K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.50% | $11M | 165.8K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.49% | $18M | 259.1K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.49% | $3M | 36.8K | Q2 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.48% | $2M | 31.2K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.48% | $4M | 64.5K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.48% | $30M | 444.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.47% | $58M | 855.5K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.45% | $40M | 582.1K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 0.45% | $1M | 19.6K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.45% | $27M | 399.9K | Q1 2026OLDER |
| Wills Financial Group LLC$265M AUM | 0.44% | $1M | 15.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.44% | $301M | 4.41M | Q1 2026OLDER |
| Prism Advisors, Inc.$375M AUM | 0.44% | $2M | 24.1K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.43% | $3M | 39.2K | Q1 2026OLDER |
| Southern Financial Group, LLC$358M AUM | 0.43% | $2M | 22.7K | Q2 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.43% | $5M | 61.7K | Q2 2026 |
| Prepared Retirement Institute LLC$202M AUM | 0.43% | $865,980 | 12.7K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.43% | $18M | 269.5K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.43% | $842,729 | 12.3K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.43% | $1M | 16.6K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.42% | $2M | 28.6K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 0.42% | $795,115 | 9.8K | Q2 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.42% | $1M | 19.1K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 0.42% | $2M | 31.7K | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 0.41% | $802,081 | 11.7K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.41% | $630,759 | 9.2K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.40% | $3M | 42.4K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.40% | $5M | 77.3K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.40% | $2M | 27.1K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.39% | $65M | 952.6K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.39% | $17M | 244.6K | Q1 2026OLDER |
| Lighthouse Wealth Management Inc.$147M AUM | 0.39% | $568,431 | 8.3K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.38% | $36M | 523.4K | Q1 2026OLDER |
| McKinney Capital Management, LLC$116M AUM | 0.38% | $443,001 | 6.5K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.37% | $894,009 | 13.1K | Q1 2026OLDER |
| 1776 Wealth LLC$254M AUM | 0.37% | $947,112 | 13.9K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.37% | $3M | 41.3K | Q2 2026 |
| TFB Advisors LLC$191M AUM | 0.37% | $1M | 19.1K | Q4 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.36% | $7M | 99.2K | Q1 2026OLDER |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 0.36% | $595,538 | 8.7K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.36% | $11M | 154.4K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.36% | $5M | 71.4K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.36% | $908,963 | 13.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.35% | $98M | 1.44M | Q2 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.35% | $1M | 15.8K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.35% | $2M | 25.8K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.35% | $45M | 654.2K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.34% | $1M | 16.1K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.34% | $2M | 35.5K | Q1 2026OLDER |
| SPRENG CAPITAL MANAGEMENT, INC.$212M AUM | 0.34% | $850,234 | 12.6K | Q3 2025OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.34% | $6M | 83.3K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.34% | $27M | 399.3K | Q1 2026OLDER |
| Ellsworth Advisors, LLC$532M AUM | 0.34% | $2M | 26.2K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.34% | $8M | 110.5K | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 0.33% | $2M | 26.0K | Q1 2026OLDER |
| Second Half Financial Partners, LLC$222M AUM | 0.33% | $749,373 | 10.8K | Q4 2025OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.33% | $2M | 34.5K | Q1 2026OLDER |
| WealthTrust Asset Management, LLC$167M AUM | 0.33% | $553,037 | 8.1K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.33% | $11M | 131.6K | Q2 2026 |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.32% | $1M | 15.6K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.31% | $9M | 131.4K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.31% | $745,835 | 10.9K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.31% | $31M | 459.9K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.31% | $2M | 27.8K | Q1 2026OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.31% | $8M | 117.5K | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 0.31% | $531,812 | 6.6K | Q2 2026 |
| Laraway Financial Advisors Inc$142M AUM | 0.31% | $435,273 | 6.4K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.30% | $416,986 | 6.1K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.30% | $1M | 17.6K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.30% | $1M | 14.9K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.30% | $717,623 | 10.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.29% | $276M | 4.04M | Q1 2026OLDER |
| Hidden Cove Wealth Management, LLC$156M AUM | 0.29% | $453,994 | 6.6K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.29% | $16M | 231.4K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.29% | $475,161 | 7.0K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.29% | $5M | 69.5K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.28% | $4M | 54.5K | Q4 2025OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.27% | $2M | 24.9K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.27% | $367,232 | 5.5K | Q3 2025OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 0.27% | $736,469 | 10.8K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.27% | $9M | 125.1K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.27% | $3M | 37.4K | Q4 2025OLDER |
| Allie Family Office LLC$228M AUM | 0.27% | $615,544 | 9.0K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.27% | $6M | 83.0K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.26% | $1M | 12.3K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.26% | $843M | 12.34M | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.26% | $348,922 | 5.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.26% | $93M | 1.36M | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.26% | $10M | 149.7K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC$308M AUM | 0.26% | $789,119 | 9.7K | Q2 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.26% | $22M | 315.3K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.25% | $3M | 41.8K | Q1 2026OLDER |
| American Financial Advisors, LLC$750M AUM | 0.25% | $2M | 27.7K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.25% | $18M | 269.7K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.25% | $1M | 16.7K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.25% | $23M | 337.5K | Q1 2026OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 0.25% | $5M | 75.9K | Q1 2026OLDER |
| OakTrust Wealth Advisors, LLC$110M AUM | 0.25% | $272,508 | 4.0K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.24% | $2M | 29.8K | Q1 2026OLDER |
| Hofer & Associates. Inc$186M AUM | 0.24% | $450,102 | 6.6K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.24% | $2M | 24.0K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.24% | $470,995 | 6.9K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.24% | $13M | 183.3K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 0.24% | $309,312 | 4.5K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.24% | $3M | 38.7K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.24% | $798,581 | 11.7K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.24% | $3M | 43.8K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.23% | $4M | 65.9K | Q1 2026OLDER |
| Adelphi Trust Co$151M AUM | 0.23% | $348,801 | 4.3K | Q2 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.23% | $12M | 149.6K | Q2 2026 |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.23% | $288,006 | 4.2K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.22% | $7M | 102.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.22% | $13M | 181.5K | Q4 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.22% | $11M | 163.2K | Q1 2026OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.22% | $1M | 21.5K | Q1 2026OLDER |
| Warner Group LLC$153M AUM | 0.22% | $335,870 | 4.9K | Q1 2026OLDER |
| Lion Street Advisors, LLC$289M AUM | 0.22% | $622,449 | 12.4K | Q3 2025OLDER |
| Junk Investment Group, LLC$191M AUM | 0.21% | $409,475 | 6.0K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.21% | $1M | 15.7K | Q1 2026OLDER |
| Moment Partners, LLC$561M AUM | 0.21% | $1M | 17.6K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.21% | $659,733 | 9.7K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.21% | $6M | 87.7K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.21% | $6M | 89.9K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.21% | $791,542 | 11.6K | Q1 2026OLDER |
| GLR Partners, LLC$183M AUM | 0.20% | $375,130 | 5.5K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.20% | $3M | 48.9K | Q1 2026OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 0.20% | $1M | 14.9K | Q2 2026 |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.20% | $416,508 | 6.1K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.20% | $376,630 | 5.5K | Q1 2026OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 0.20% | $1M | 17.7K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.20% | $39M | 569.2K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.20% | $3M | 38.7K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.19% | $2M | 27.5K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.19% | $3M | 41.4K | Q1 2026OLDER |
| MBE Wealth Management, LLC$241M AUM | 0.19% | $464,153 | 6.8K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.19% | $741,268 | 10.9K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.19% | $827,212 | 12.1K | Q1 2026OLDER |
| Advance Capital Management, Inc.$2.6B AUM | 0.19% | $5M | 73.4K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.19% | $3M | 42.8K | Q1 2026OLDER |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.19% | $292,580 | 4.3K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.19% | $12M | 168.9K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.18% | $14M | 208.5K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.18% | $4M | 63.8K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.18% | $3M | 37.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.18% | $9M | 124.7K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.18% | $3M | 40.9K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.18% | $953,872 | 14.0K | Q1 2026OLDER |
| MEMBERS WEALTH LLC$182M AUM | 0.17% | $317,182 | 3.9K | Q2 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.17% | $60M | 880.8K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.17% | $370,030 | 4.9K | Q1 2026OLDER |
| Fee-Only Financial Planning, L.C.$166M AUM | 0.17% | $282,338 | 4.1K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.17% | $64M | 939.5K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.17% | $14M | 202.7K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.17% | $2M | 33.7K | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 0.16% | $435,410 | 6.3K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.16% | $1M | 21.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.16% | $120M | 1.76M | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.16% | $517,847 | 7.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.16% | $174M | 2.55M | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.16% | $8M | 115.1K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.16% | $449,052 | 6.6K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.15% | $671,464 | 9.8K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.15% | $2M | 29.5K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.15% | $2M | 31.0K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.15% | $2M | 23.5K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.15% | $4M | 53.6K | Q1 2026OLDER |
| Zullo Investment Group, Inc.$264M AUM | 0.15% | $400,836 | 5.9K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.15% | $2M | 33.5K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.15% | $2M | 19.8K | Q2 2026 |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.15% | $1M | 17.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.15% | $638M | 9.34M | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.15% | $6M | 69.3K | Q2 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.15% | $499,536 | 7.3K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.15% | $6M | 92.9K | Q1 2026OLDER |
| Atlas Private Wealth Advisors$425M AUM | 0.15% | $621,519 | 9.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.15% | $772M | 11.31M | Q2 2026 |
| Whipplewood Advisors, LLC$193M AUM | 0.15% | $280,426 | 4.1K | Q1 2026OLDER |
| Elevated Financial Group LLC$308M AUM | 0.15% | $446,124 | 6.5K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.14% | $13M | 185.6K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.14% | $10M | 142.2K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.14% | $5M | 78.1K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.14% | $5M | 68.0K | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.14% | $17M | 245.7K | Q4 2025OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.14% | $930,052 | 13.6K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.13% | $429,294 | 6.3K | Q1 2026OLDER |
| Beck Bode, LLC$591M AUM | 0.13% | $790,068 | 11.6K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.13% | $12M | 174.3K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.13% | $6M | 90.5K | Q1 2026OLDER |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.13% | $280,820 | 4.1K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.13% | $213M | 3.11M | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.13% | $793,209 | 11.6K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.13% | $10M | 146.5K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.13% | $1M | 17.2K | Q1 2026OLDER |
| Prospect Financial Services LLC$164M AUM | 0.13% | $220,297 | 3.2K | Q4 2025OLDER |
| Basepoint Wealth LLC$175M AUM | 0.12% | $217,620 | 3.2K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.12% | $331,160 | 4.8K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.12% | $7M | 98.5K | Q1 2026OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.12% | $289,273 | 3.9K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.12% | $77M | 1.13M | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.12% | $22M | 325.1K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.12% | $136,560 | 2.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.12% | $66M | 967.6K | Q1 2026OLDER |
| VIAWEALTH, LLC$180M AUM | 0.11% | $201,171 | 2.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.11% | $23M | 331.8K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.11% | $3M | 42.0K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.11% | $211,884 | 3.0K | Q4 2025OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.11% | $340,288 | 5.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.11% | $104M | 1.52M | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.11% | $557,345 | 6.9K | Q2 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.11% | $3M | 50.1K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.11% | $374,243 | 5.5K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.11% | $493,870 | 7.2K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.11% | $3M | 41.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.11% | $11M | 166.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.11% | $15M | 212.5K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.11% | $4M | 55.4K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.11% | $2M | 29.7K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.10% | $618,549 | 9.1K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.10% | $2M | 28.2K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.10% | $2M | 31.8K | Q3 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.10% | $8M | 121.4K | Q1 2026OLDER |
| Cresta Advisors, Ltd.$244M AUM | 0.10% | $252,636 | 3.7K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.10% | $71M | 1.03M | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.10% | $370M | 5.42M | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.10% | $2M | 24.3K | Q1 2026OLDER |
| Core Wealth Partners LLC$215M AUM | 0.10% | $206,888 | 3.0K | Q1 2026OLDER |
| Whelan Financial$322M AUM | 0.09% | $300,432 | 4.4K | Q1 2026OLDER |
| ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM | 0.09% | $208,800 | 3.1K | Q1 2026OLDER |
| Xcel Wealth Management, LLC$362M AUM | 0.09% | $330,817 | 4.8K | Q1 2026OLDER |
| POWER WEALTH MANAGEMENT LLC$269M AUM | 0.09% | $244,033 | 3.6K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.09% | $841,407 | 12.3K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.09% | $5M | 72.0K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.09% | $722,242 | 10.6K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.09% | $378,886 | 5.5K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.09% | $364,628 | 5.3K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.09% | $2M | 24.5K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.09% | $135,119 | 1.9K | Q4 2025OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.09% | $438,767 | 6.4K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.08% | $349,470 | 11.0K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.08% | $1.4B | 20.15M | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.08% | $286,772 | 4.1K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.08% | $71M | 1.04M | Q1 2026OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 0.08% | $210,463 | 3.1K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 0.08% | $232,480 | 2.9K | Q2 2026 |
| Aspire Capital Advisors LLC$444M AUM | 0.08% | $363,079 | 5.3K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.08% | $2M | 36.4K | Q3 2025OLDER |
| Delta Investment Management, LLC$559M AUM | 0.08% | $451,682 | 6.6K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.08% | $643,861 | 9.3K | Q4 2025OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.08% | $275,161 | 4.1K | Q4 2025OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.08% | $218,353 | 2.9K | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.08% | $285,615 | 4.2K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.08% | $582,087 | 8.5K | Q1 2026OLDER |
| Sensible Money, LLC$329M AUM | 0.08% | $250,247 | 3.7K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.07% | $354,431 | 4.5K | Q2 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.07% | $408,230 | 6.0K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.07% | $275,988 | 4.0K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.07% | $3M | 39.1K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.07% | $1M | 14.7K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.07% | $1M | 16.6K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.07% | $3M | 42.9K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.07% | $3M | 50.0K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.07% | $900,598 | 11.1K | Q2 2026 |
| Prosperity Wealth Management, Inc.$300M AUM | 0.07% | $203,339 | 2.9K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.07% | $140M | 2.11M | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.07% | $446,483 | 6.5K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.07% | $361,609 | 4.5K | Q2 2026 |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.07% | $469,288 | 6.9K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.07% | $7M | 99.5K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.