SPMOINVESCO EXCH TRADED FD TR II
CUSIP 46138E339 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exch Traded Fd Tr II (SPMO) has 641 institutional holders in Filings Flow’s 13F database, together reporting 57.18M shares worth $6.4B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Cwm, LLC, and Bank Of America Corp /De/.
Institutional Holders
641
Q1 2026
Reported Value
$6.4B
Ticker
SPMO
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LPL Financial LLC$376.6B AUM | 0.20% | $762M | 6.79M | Q1 2026 |
| CWM, LLC$38.1B AUM | 1.06% | $403M | 3.59M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.03% | $360M | 3.21M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.02% | $351M | 3.13M | Q1 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 2.29% | $271M | 2.41M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.05% | $176M | 1.57M | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.11% | $173M | 1.55M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.04% | $151M | 1.35M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $147M | 1.37M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $137M | 1.22M | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.31% | $119M | 1.06M | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.12% | $114M | 1.02M | Q1 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.65% | $104M | 861.4K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.13% | $91M | 815.0K | Q1 2026 |
| Alpine Bank Wealth Management$688M AUM | 12.91% | $89M | 791.7K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.54% | $85M | 711.1K | Q1 2026 |
| PLANNING ALTERNATIVES LTD /ADV$775M AUM | 10.77% | $83M | 744.4K | Q1 2026 |
| Redwood Investment Management, LLC$805M AUM | 9.14% | $74M | 656.3K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 3.84% | $69M | 619.7K | Q1 2026 |
| Marks Wealth, LLC$380M AUM | 20.93% | $68M | 559.7K | Q3 2025OLDER |
| RMG Wealth Management LLC$866M AUM | 8.66% | $67M | 1.41M | Q4 2025OLDER |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.13% | $66M | 586.1K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.30% | $63M | 562.5K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.15% | $54M | 482.8K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.02% | $51M | 461.7K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.06% | $42M | 377.9K | Q1 2026 |
| Family Investment Center, Inc.$520M AUM | 7.75% | $40M | 359.3K | Q1 2026 |
| Performance Wealth Partners, LLC$3.4B AUM | 1.15% | $40M | 354.2K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $39M | 344.4K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.07% | $36M | 317.8K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $36M | 324.1K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $36M | 320.9K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.38% | $36M | 317.7K | Q1 2026 |
| Invst, LLC$886M AUM | 3.93% | $35M | 310.8K | Q1 2026 |
| Penserra Capital Management LLC$8.5B AUM | 0.39% | $34M | 300.0K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.18% | $32M | 289.0K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $32M | 286.1K | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.66% | $32M | 284.0K | Q1 2026 |
| Triton Wealth Management, PLLC$270M AUM | 11.71% | $32M | 274.3K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 1.03% | $30M | 266.5K | Q1 2026 |
| Austin Private Wealth, LLC$1.3B AUM | 2.12% | $29M | 239.0K | Q4 2025OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 2.25% | $28M | 252.3K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.04% | $28M | 252.2K | Q1 2026 |
| RVW Wealth, LLC$1.5B AUM | 2.16% | $28M | 247.2K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.97% | $28M | 247.0K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.04% | $27M | 243.9K | Q1 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 2.87% | $27M | 243.2K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $26M | 236.3K | Q1 2026 |
| Davidson Capital Management Inc.$552M AUM | 4.74% | $26M | 233.4K | Q1 2026 |
| Advance Capital Management, Inc.$2.6B AUM | 0.99% | $26M | 232.1K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.03% | $26M | 212.9K | Q3 2025OLDER |
| FISCHER INVESTMENT STRATEGIES, LLC$171M AUM | 14.00% | $24M | 201.4K | Q4 2025OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 4.76% | $24M | 212.9K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.03% | $24M | 211.2K | Q1 2026 |
| Goldstein Advisors, LLC$900M AUM | 2.52% | $23M | 202.7K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.25% | $22M | 197.1K | Q1 2026 |
| Insight Wealth Strategies, LLC$896M AUM | 2.35% | $21M | 188.0K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.38% | $21M | 187.6K | Q1 2026 |
| Seros Financial, LLC$157M AUM | 13.31% | $21M | 186.6K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.48% | $21M | 185.4K | Q1 2026 |
| NRI Wealth Management LC$187M AUM | 10.60% | $20M | 163.8K | Q4 2025OLDER |
| Bull Oak Capital, LLC$260M AUM | 7.56% | $20M | 175.4K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 1.14% | $19M | 170.2K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 1.48% | $19M | 166.1K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.34% | $19M | 166.0K | Q1 2026 |
| Financial Enhancement Group LLC$839M AUM | 2.21% | $18M | 138.8K | Q1 2026 |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 6.10% | $17M | 150.2K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 1.15% | $17M | 130.2K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.29% | $17M | 145.8K | Q1 2026 |
| MANCHESTER FINANCIAL INC$521M AUM | 3.13% | $16M | 145.6K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.13% | $16M | 142.8K | Q1 2026 |
| Altus Wealth Group LLC$244M AUM | 6.53% | $16M | 142.3K | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.53% | $16M | 141.1K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.06% | $16M | 141.0K | Q1 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC$174M AUM | 8.98% | $16M | 139.3K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.58% | $15M | 137.3K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.67% | $15M | 136.6K | Q1 2026 |
| JTC Employer Solutions Trustee Ltd$1.2B AUM | 1.24% | $15M | 126.8K | Q1 2026 |
| KWB Wealth$1.0B AUM | 1.46% | $15M | 123.5K | Q1 2026 |
| SIERRA OCEAN, LLC$122M AUM | 12.03% | $15M | 130.8K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.07% | $14M | 128.4K | Q1 2026 |
| Horst & Graben Wealth Management LLC$729M AUM | 1.97% | $14M | 108.8K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $14M | 126.3K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $14M | 125.7K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.17% | $13M | 119.3K | Q1 2026 |
| Mason & Associates Inc$516M AUM | 2.55% | $13M | 122.1K | Q1 2026 |
| Fortis Group Advisors, LLC$605M AUM | 2.13% | $13M | 96.3K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.40% | $13M | 114.2K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.28% | $13M | 98.7K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.13% | $13M | 111.5K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $12M | 110.7K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.07% | $12M | 108.0K | Q2 2025OLDER |
| Green Ridge Wealth Planning LLC$238M AUM | 6.19% | $12M | 104.9K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 1.63% | $12M | 104.7K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.06% | $12M | 102.9K | Q1 2026 |
| Lifestyle Asset Management, Inc.$306M AUM | 3.72% | $11M | 101.7K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.12% | $11M | 97.9K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.34% | $11M | 97.0K | Q1 2026 |
| Alpha Zero LLC$198M AUM | 5.43% | $11M | 95.7K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $11M | 89.3K | Q4 2025OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.80% | $10M | 93.0K | Q1 2026 |
| StoneCrest Wealth Management, Inc.$313M AUM | 4.39% | $10M | 92.5K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.03% | $10M | 92.1K | Q1 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.08% | $10M | 91.8K | Q2 2025OLDER |
| Oxford Wealth Group, LLC$183M AUM | 5.50% | $10M | 89.7K | Q1 2026 |
| Stonebrook Private Inc.$470M AUM | 2.13% | $10M | 89.4K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.15% | $10M | 89.1K | Q1 2026 |
| Compass Financial Services Inc$231M AUM | 4.29% | $10M | 88.4K | Q1 2026 |
| BFI Infinity Ltd.$178M AUM | 6.14% | $10M | 82.7K | Q4 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.32% | $10M | 87.2K | Q1 2026 |
| Able Wealth Management LLC$374M AUM | 2.61% | $10M | 87.2K | Q1 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.71% | $10M | 86.2K | Q1 2026 |
| EWA, LLC$548M AUM | 2.35% | $10M | 80.6K | Q4 2025OLDER |
| One Wealth Advisors, LLC$803M AUM | 1.20% | $10M | 85.7K | Q1 2026 |
| Security Financial Services, INC.$632M AUM | 1.51% | $10M | 85.3K | Q1 2026 |
| Integrity Investment Advisors, LLC$184M AUM | 5.19% | $10M | 85.3K | Q1 2026 |
| Concorde Asset Management, LLC$204M AUM | 3.82% | $10M | 80.0K | Q4 2025OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.23% | $9M | 84.3K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.50% | $9M | 82.9K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.30% | $9M | 82.5K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.24% | $9M | 63.4K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.20% | $9M | 79.3K | Q2 2025OLDER |
| Financial Partners Group, Inc$836M AUM | 1.04% | $9M | 77.5K | Q1 2026 |
| Detalus Advisors, LLC$438M AUM | 1.95% | $9M | 76.2K | Q1 2026 |
| Rollins Financial Advisors, LLC$632M AUM | 1.35% | $9M | 76.0K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $8M | 69.7K | Q3 2025OLDER |
| Eagle Capital Management, LLC$254M AUM | 3.32% | $8M | 75.1K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $8M | 74.6K | Q1 2026 |
| Centerpoint Advisory Group$133M AUM | 6.27% | $8M | 74.3K | Q1 2026 |
| Tactive Advisors, LLC$406M AUM | 2.35% | $8M | 68.7K | Q3 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.19% | $8M | 73.9K | Q1 2026 |
| Nova Wealth Management, Inc.$154M AUM | 5.34% | $8M | 73.1K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $8M | 72.9K | Q1 2026 |
| Capital Developers, LLC$111M AUM | 7.27% | $8M | 72.0K | Q1 2026 |
| WealthCare Investment Partners, LLC$360M AUM | 2.20% | $8M | 68.6K | Q1 2026 |
| Colonial River Investments, LLC$279M AUM | 2.83% | $8M | 70.5K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.06% | $8M | 69.6K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.40% | $8M | 68.6K | Q1 2026 |
| WJ Wealth Management, LLC$214M AUM | 3.52% | $8M | 67.1K | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 1.73% | $8M | 67.0K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 1.21% | $7M | 66.6K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.13% | $7M | 60.8K | Q4 2025OLDER |
| Cardinal Strategic Wealth Guidance$379M AUM | 1.91% | $7M | 64.7K | Q1 2026 |
| TABR Capital Management, LLC$109M AUM | 6.65% | $7M | 64.5K | Q1 2026 |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 2.28% | $7M | 64.2K | Q1 2026 |
| Trademark Financial Management, LLC$204M AUM | 3.48% | $7M | 63.4K | Q1 2026 |
| Endowment Wealth Management, Inc.$226M AUM | 3.12% | $7M | 62.9K | Q1 2026 |
| IFG Advisory, LLC$35M AUM | 0.31% | $7M | 59.0K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $7M | 61.3K | Q1 2026 |
| Pachira Investments Inc.$214M AUM | 3.19% | $7M | 60.9K | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 7.06% | $7M | 60.4K | Q1 2026 |
| THREADGILL FINANCIAL, LLC$243M AUM | 1.92% | $7M | 58.8K | Q1 2026 |
| NAPA WEALTH MANAGEMENT$213M AUM | 3.04% | $6M | 53.6K | Q3 2025OLDER |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 2.72% | $6M | 57.8K | Q1 2026 |
| Next Level Private LLC$511M AUM | 1.44% | $6M | 57.0K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.12% | $6M | 56.7K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.10% | $6M | 56.0K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.17% | $6M | 55.8K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.05% | $6M | 55.5K | Q1 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 1.41% | $6M | 54.9K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.11% | $6M | 53.5K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.01% | $6M | 52.6K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.25% | $6M | 52.3K | Q1 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 0.64% | $6M | 51.9K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.13% | $6M | 51.5K | Q1 2026 |
| Darrow Company, Inc.$222M AUM | 2.57% | $6M | 51.0K | Q1 2026 |
| TSA Wealth Managment LLC$309M AUM | 1.80% | $6M | 49.8K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.04% | $6M | 49.4K | Q1 2026 |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 1.73% | $6M | 49.4K | Q1 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.88% | $6M | 46.2K | Q4 2025OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.17% | $5M | 45.3K | Q3 2025OLDER |
| Professional Financial Advisors, LLC$578M AUM | 1.10% | $5M | 48.3K | Q1 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.05% | $5M | 47.5K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.05% | $5M | 46.3K | Q1 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 3.42% | $5M | 47.0K | Q1 2026 |
| BNB Wealth Management, LLC$156M AUM | 3.37% | $5M | 46.8K | Q1 2026 |
| Tidemark, LLC$393M AUM | 1.33% | $5M | 46.5K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.03% | $5M | 46.4K | Q1 2026 |
| Cypress Wealth Services, LLC$708M AUM | 0.73% | $5M | 46.4K | Q1 2026 |
| Vertex Planning Partners, LLC$515M AUM | 0.99% | $5M | 45.4K | Q1 2026 |
| Synergy Investment Management, LLC$306M AUM | 1.67% | $5M | 45.4K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.01% | $5M | 44.6K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.11% | $5M | 44.5K | Q1 2026 |
| Burt Wealth Advisors$407M AUM | 1.22% | $5M | 41.2K | Q3 2025OLDER |
| Legacy Financial Strategies, LLC$554M AUM | 0.90% | $5M | 44.3K | Q1 2026 |
| Prostatis Group LLC$391M AUM | 1.26% | $5M | 44.0K | Q1 2026 |
| Cobblestone Asset Management LLC$222M AUM | 2.22% | $5M | 44.0K | Q1 2026 |
| Fiduciary Planning LLC$331M AUM | 1.49% | $5M | 44.0K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.01% | $5M | 43.8K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.07% | $5M | 43.5K | Q1 2026 |
| Capital Investment Counsel, LLC$730M AUM | 0.66% | $5M | 43.2K | Q1 2026 |
| Lotus Technology Management, LP$27M AUM | 2.69% | $5M | 40.5K | Q4 2025OLDER |
| VICUS CAPITAL$1.4B AUM | 0.36% | $5M | 43.1K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.01% | $5M | 42.6K | Q1 2026 |
| McNaughton Wealth Management, LLC$282M AUM | 1.98% | $5M | 42.6K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.24% | $5M | 42.6K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.11% | $5M | 42.5K | Q1 2026 |
| WMG Financial Advisors, LLC$240M AUM | 1.92% | $5M | 41.0K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $5M | 40.1K | Q2 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $4M | 40.1K | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.49% | $4M | 39.8K | Q1 2026 |
| Hobbs Wealth Management, LLC$101M AUM | 4.38% | $4M | 39.5K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.15% | $4M | 39.5K | Q1 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.54% | $4M | 39.4K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.16% | $4M | 39.3K | Q1 2026 |
| Convergence Financial, LLC$943M AUM | 0.63% | $4M | 36.1K | Q4 2025OLDER |
| Vigilare Wealth Management$326M AUM | 1.43% | $4M | 37.8K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.13% | $4M | 37.1K | Q1 2026 |
| M1 Capital Management LLC$217M AUM | 1.91% | $4M | 37.0K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $4M | 36.0K | Q1 2026 |
| Daviman Financial, LLC$169M AUM | 2.43% | $4M | 36.7K | Q1 2026 |
| Estate Planners Group, LLC$208M AUM | 1.96% | $4M | 36.4K | Q1 2026 |
| Berbice Capital Management LLC$153M AUM | 2.63% | $4M | 35.8K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.13% | $4M | 35.6K | Q1 2026 |
| Harel Insurance Investments & Financial Services Ltd.$14.7B AUM | 0.03% | $4M | 35.6K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.16% | $4M | 35.1K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.22% | $4M | 35.0K | Q1 2026 |
| Payne Capital LLC$109M AUM | 3.98% | $4M | 32.8K | Q4 2025OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.22% | $4M | 34.7K | Q1 2026 |
| Delta Wealth Advisors LLC$131M AUM | 2.96% | $4M | 34.7K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.18% | $4M | 34.6K | Q1 2026 |
| Mascagni Wealth Management, Inc.$140M AUM | 2.75% | $4M | 34.4K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.29% | $4M | 34.0K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.02% | $4M | 33.9K | Q1 2026 |
| Lionsbridge Wealth Management LLC$99M AUM | 3.84% | $4M | 31.8K | Q4 2025OLDER |
| Spectrum Planning & Advisory Services Inc.$223M AUM | 1.87% | $4M | 33.7K | Q1 2026 |
| Greenline Wealth Management LLC$87M AUM | 4.34% | $4M | 33.6K | Q1 2026 |
| Wealth Advisors of Iowa, LLC$323M AUM | 1.23% | $4M | 31.3K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 33.3K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.13% | $4M | 40.4K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.18% | $4M | 33.0K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.02% | $4M | 33.0K | Q1 2026 |
| Maia Wealth LLC$591M AUM | 0.62% | $4M | 32.8K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.06% | $4M | 32.8K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 2.05% | $4M | 30.2K | Q3 2025OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.97% | $4M | 32.6K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $4M | 32.1K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.09% | $4M | 29.9K | Q4 2025OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 1.86% | $4M | 31.3K | Q1 2026 |
| Gen-Wealth Partners Inc$317M AUM | 1.09% | $3M | 30.9K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 30.9K | Q1 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.23% | $3M | 28.5K | Q3 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $3M | 30.2K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $3M | 30.0K | Q1 2026 |
| PEAK FINANCIAL ADVISORS LLC$226M AUM | 1.48% | $3M | 29.8K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.10% | $3M | 27.9K | Q4 2025OLDER |
| ArborFi Advisors, LLC$122M AUM | 2.69% | $3M | 29.4K | Q1 2026 |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 3.08% | $3M | 29.3K | Q1 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.78% | $3M | 29.2K | Q1 2026 |
| A4 Wealth Advisors LLC$122M AUM | 2.66% | $3M | 29.1K | Q1 2026 |
| AIFG Consultants Ltd.$58M AUM | 5.60% | $3M | 27.3K | Q4 2025OLDER |
| Vista Cima Wealth Management LLC$101M AUM | 3.21% | $3M | 29.0K | Q1 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.36% | $3M | 28.8K | Q1 2026 |
| Beacon Capital Management, Inc.$1.8B AUM | 0.18% | $3M | 28.8K | Q1 2026 |
| MAS Advisors LLC$63M AUM | 4.95% | $3M | 25.8K | Q3 2025OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 1.95% | $3M | 23.8K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.03% | $3M | 26.9K | Q1 2026 |
| Jackson Wealth Management, LLC$972M AUM | 0.31% | $3M | 26.8K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.63% | $3M | 22.4K | Q1 2026 |
| ORSER CAPITAL MANAGEMENT, LLC$202M AUM | 1.66% | $3M | 24.6K | Q4 2025OLDER |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 1.49% | $3M | 26.0K | Q1 2026 |
| WIN ADVISORS, INC$219M AUM | 1.23% | $3M | 24.2K | Q4 2025OLDER |
| Entelevest, LLC$100M AUM | 2.87% | $3M | 25.6K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.20% | $3M | 25.6K | Q1 2026 |
| Ferguson Shapiro LLC$342M AUM | 0.88% | $3M | 23.9K | Q4 2025OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.38% | $3M | 25.3K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.10% | $3M | 25.2K | Q1 2026 |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 1.52% | $3M | 25.2K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.05% | $3M | 25.1K | Q1 2026 |
| Fortune Financial Group, Inc.$111M AUM | 2.53% | $3M | 25.1K | Q1 2026 |
| Paladin Advisory Group, LLC$131M AUM | 2.13% | $3M | 25.0K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 0.09% | $3M | 23.0K | Q1 2026 |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.51% | $3M | 24.4K | Q1 2026 |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 1.09% | $3M | 24.4K | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 1.98% | $3M | 24.2K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.03% | $3M | 23.7K | Q1 2026 |
| Lunt Capital Management, Inc.$260M AUM | 1.00% | $3M | 21.5K | Q3 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.09% | $3M | 23.2K | Q1 2026 |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 1.49% | $3M | 22.8K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.23% | $3M | 22.7K | Q1 2026 |
| BETO FINANCIAL GROUP, LLC$171M AUM | 1.48% | $3M | 18.1K | Q1 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.25% | $3M | 20.9K | Q4 2025OLDER |
| WASHINGTON GROWTH STRATEGIES LLC$180M AUM | 1.63% | $2M | 22.3K | Q1 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 0.19% | $2M | 22.2K | Q1 2026 |
| Southland Equity Partners LLC$571M AUM | 0.48% | $2M | 22.1K | Q1 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.01% | $2M | 21.6K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $2M | 21.1K | Q1 2026 |
| Chatterton & Associates Inc.$143M AUM | 1.65% | $2M | 19.2K | Q1 2026 |
| Centennial Wealth Advisory LLC$413M AUM | 0.65% | $2M | 19.4K | Q3 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.05% | $2M | 20.7K | Q1 2026 |
| Denver PWM, LLC$291M AUM | 0.79% | $2M | 16.1K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.17% | $2M | 20.3K | Q1 2026 |
| Stone Wealth Partners$111M AUM | 2.03% | $2M | 20.2K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $2M | 20.0K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.03% | $2M | 19.9K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 19.8K | Q1 2026 |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.76% | $2M | 19.4K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.10% | $2M | 19.2K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.13% | $2M | 19.1K | Q2 2025OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.23% | $2M | 18.5K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $2M | 18.4K | Q1 2026 |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 1.27% | $2M | 18.3K | Q1 2026 |
| THEORY FINANCIAL LLC$285M AUM | 0.72% | $2M | 18.3K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.16% | $2M | 18.2K | Q2 2025OLDER |
| JBR Co Financial Management Inc$274M AUM | 0.85% | $2M | 17.0K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $2M | 16.6K | Q3 2025OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.42% | $2M | 17.9K | Q1 2026 |
| Weaver Consulting Group$420M AUM | 0.48% | $2M | 17.8K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $2M | 17.6K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.19% | $2M | 17.6K | Q1 2026 |
| WealthPoint Financial, LLC$119M AUM | 1.60% | $2M | 17.1K | Q1 2026 |
| Orca Investment Management, LLC$118M AUM | 1.61% | $2M | 16.9K | Q1 2026 |
| Investment Insight Wealth Management, LLC$93M AUM | 2.04% | $2M | 16.9K | Q1 2026 |
| Horizon Investment Services, LLC$288M AUM | 0.65% | $2M | 16.6K | Q1 2026 |
| Lifetime Wealth Management P.C.$176M AUM | 1.06% | $2M | 16.6K | Q1 2026 |
| Arrowroot Family Office, LLC$302M AUM | 0.61% | $2M | 16.5K | Q1 2026 |
| BUSH INVESTMENT GROUP, LLC$179M AUM | 1.02% | $2M | 15.3K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $2M | 15.3K | Q4 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.10% | $2M | 16.2K | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 0.16% | $2M | 16.0K | Q1 2026 |
| ATX Financial Planning, LLC$132M AUM | 1.36% | $2M | 16.0K | Q1 2026 |
| BANK HAPOALIM BM$652M AUM | 0.16% | $2M | 15.0K | Q4 2025OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.15% | $2M | 15.8K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.19% | $2M | 15.6K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $2M | 15.5K | Q1 2026 |
| BlueChip Wealth Advisors LLC$228M AUM | 0.77% | $2M | 15.4K | Q2 2025OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.40% | $2M | 15.4K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.10% | $2M | 15.3K | Q1 2026 |
| Brown Miller Wealth Management, LLC$397M AUM | 0.48% | $2M | 15.2K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 15.1K | Q1 2026 |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.61% | $2M | 14.9K | Q1 2026 |
| Strait & Sound Wealth Management LLC$269M AUM | 0.61% | $2M | 14.7K | Q1 2026 |
| Apeiron RIA LLC$431M AUM | 0.38% | $2M | 14.6K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.06% | $2M | 14.6K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.05% | $2M | 14.4K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.13% | $2M | 14.3K | Q1 2026 |
| Envision Financial Transparency, LLC$103M AUM | 1.55% | $2M | 14.3K | Q1 2026 |
| WealthTrak Capital Management LLC$140M AUM | 1.13% | $2M | 14.1K | Q1 2026 |
| WealthPLAN Partners, LLC$518M AUM | 0.30% | $2M | 13.9K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 13.9K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.03% | $2M | 11.8K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.50% | $2M | 13.7K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.10% | $2M | 13.5K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.05% | $2M | 13.4K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.19% | $1M | 13.2K | Q1 2026 |
| Narwhal Capital Management$1.4B AUM | 0.11% | $1M | 12.8K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $1M | 12.4K | Q1 2026 |
| Optivise Advisory Services LLC$165M AUM | 0.82% | $1M | 11.4K | Q3 2025OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.66% | $1M | 12.2K | Q1 2026 |
| Owen LaRue, LLC$261M AUM | 0.52% | $1M | 12.2K | Q1 2026 |
| SMITH SHELLNUT WILSON LLC /ADV$260M AUM | 0.52% | $1M | 11.2K | Q3 2025OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.23% | $1M | 12.0K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 12.0K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.08% | $1M | 11.8K | Q1 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.16% | $1M | 11.8K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.06% | $1M | 11.8K | Q1 2026 |
| Mid-American Wealth Advisory Group, Inc.$277M AUM | 0.56% | $1M | 11.0K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 0.21% | $1M | 11.4K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $1M | 11.5K | Q1 2026 |
| Signet Private Wealth LLC$105M AUM | 1.22% | $1M | 11.4K | Q1 2026 |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.86% | $1M | 11.3K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $1M | 11.2K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 11.0K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $1M | 11.0K | Q1 2026 |
| Wood Tarver Financial Group, LLC$362M AUM | 0.34% | $1M | 11.0K | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $1M | 10.0K | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1M | 10.7K | Q1 2026 |
| Redwood Financial Network Corp$153M AUM | 0.78% | $1M | 10.7K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 10.6K | Q1 2026 |
| USAdvisors Wealth Management, LLC$301M AUM | 0.39% | $1M | 10.8K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.02% | $1M | 10.4K | Q1 2026 |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $1M | 10.2K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $1M | 10.2K | Q1 2026 |
| Claris Financial LLC$183M AUM | 0.62% | $1M | 10.2K | Q1 2026 |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.23% | $1M | 9.5K | Q4 2025OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.07% | $1M | 8.9K | Q1 2026 |
| Clearview Wealth Advisors LLC$158M AUM | 0.72% | $1M | 9.5K | Q4 2025OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.62% | $1M | 10.1K | Q1 2026 |
| Wealth Management Associates, Inc.$290M AUM | 0.39% | $1M | 10.1K | Q1 2026 |
| Peachtree Investment Partners, LLC$262M AUM | 0.43% | $1M | 10.0K | Q1 2026 |
| AMG Asset Management Group, Inc.$129M AUM | 0.87% | $1M | 10.0K | Q1 2026 |
| L.M. KOHN & COMPANY$83M AUM | 0.30% | $1M | 10.0K | Q2 2025OLDER |
| CAP Partners, LLC$177M AUM | 0.63% | $1M | 10.0K | Q1 2026 |
| New Century Financial Group, LLC$0 AUM | 1.30% | $1M | 9.8K | Q2 2025OLDER |
| Trinity Wealth Management, LLC$315M AUM | 0.40% | $1M | 9.7K | Q1 2026 |
| Reliant Investment Partners, LLC$121M AUM | 0.90% | $1M | 9.7K | Q1 2026 |
| My Legacy Advisors, LLC$281M AUM | 0.38% | $1M | 9.6K | Q2 2025OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.71% | $1M | 9.6K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.04% | $1M | 9.5K | Q2 2025OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.21% | $1M | 9.5K | Q1 2026 |
| Patten Group, Inc.$575M AUM | 0.18% | $1M | 9.5K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.05% | $1M | 9.5K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $1M | 9.5K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.03% | $1M | 8.8K | Q4 2025OLDER |
| Advisors Preferred, LLC$679M AUM | 0.17% | $1M | 8.7K | Q4 2025OLDER |
| Boyce & Associates Wealth Consulting, Inc.$132M AUM | 0.78% | $1M | 9.2K | Q1 2026 |
| Parker Investment Management, LLC$659M AUM | 0.15% | $1M | 8.6K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.03% | $1M | 9.1K | Q1 2026 |
| QP WEALTH MANAGEMENT, LLC$58M AUM | 1.74% | $1M | 9.1K | Q1 2026 |
| Smart Money Group LLC$344M AUM | 0.29% | $999,876 | 8.9K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $991,052 | 8.8K | Q1 2026 |
| Cyr Financial Inc.$170M AUM | 0.58% | $980,962 | 8.8K | Q1 2026 |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.11% | $980,565 | 8.5K | Q1 2026 |
| Integrity Advisory Solutions, LLC$757M AUM | 0.13% | $975,618 | 8.7K | Q1 2026 |
| Northstar Advisory Group, LLC$269M AUM | 0.36% | $971,433 | 8.7K | Q1 2026 |
| OMNI 360 Wealth, Inc.$194M AUM | 0.49% | $947,778 | 8.5K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.06% | $938,000 | 7.9K | Q4 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.13% | $937,352 | 8.4K | Q1 2026 |
| Fortis Capital Advisors, LLC$763M AUM | 0.12% | $935,558 | 8.3K | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.02% | $923,000 | 8.2K | Q1 2026 |
| WBH ADVISORY INC$1.3B AUM | 0.07% | $919,719 | 8.0K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $906,409 | 8.1K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.06% | $891,948 | 8.0K | Q1 2026 |
| GRIES FINANCIAL LLC$633M AUM | 0.14% | $887,733 | 7.3K | Q3 2025OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.25% | $874,019 | 7.3K | Q4 2025OLDER |
| RDA Financial Network$459M AUM | 0.22% | $870,534 | 7.8K | Q1 2026 |
| Lifeworks Advisors, LLC$779M AUM | 0.11% | $869,498 | 7.3K | Q4 2025OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.24% | $867,967 | 7.2K | Q1 2026 |
| United Advisor Group, LLC$811M AUM | 0.11% | $865,811 | 7.7K | Q1 2026 |
| Kelly Financial Services LLC$467M AUM | 0.22% | $859,165 | 7.1K | Q3 2025OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.43% | $855,848 | 7.6K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.19% | $855,518 | 7.6K | Q1 2026 |
| Paragon Capital Management Ltd$476M AUM | 0.18% | $850,803 | 7.6K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.09% | $849,275 | 7.6K | Q1 2026 |
| TCP Asset Management, LLC$778M AUM | 0.11% | $846,879 | 7.6K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $843,363 | 7.0K | Q3 2025OLDER |
| LWM Advisory Services, LLC$94M AUM | 0.90% | $840,375 | 7.5K | Q1 2026 |
| MKT Advisors LLC$322M AUM | 0.28% | $837,977 | 7.2K | Q1 2026 |
| UPTICK PARTNERS, LLC$502M AUM | 0.16% | $812,054 | 7.2K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $810,331 | 7.2K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $799,723 | 6.6K | Q3 2025OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.01% | $798,512 | 6.6K | Q3 2025OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.03% | $798,512 | 6.6K | Q3 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $798,439 | 7.1K | Q1 2026 |
| Cassilly Financial Group LLC$115M AUM | 0.69% | $791,386 | 7.1K | Q1 2026 |
| RHS Financial, LLC$211M AUM | 0.37% | $790,375 | 7.0K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $790,375 | 7.0K | Q1 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.01% | $783,313 | 7.0K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $782,831 | 7.0K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.04% | $780,117 | 7.0K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.04% | $772,887 | 6.9K | Q1 2026 |
| Guardian Capital, LLC$105M AUM | 0.72% | $755,061 | 6.7K | Q1 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV$116M AUM | 0.64% | $748,706 | 6.7K | Q1 2026 |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.06% | $736,563 | 6.6K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.05% | $733,248 | 6.4K | Q1 2026 |
| Massar Capital Management, LP$934M AUM | 0.08% | $732,975 | 6.5K | Q1 2026 |
| Tradewinds, LLC.$310M AUM | 0.55% | $728,834 | 6.5K | Q2 2025OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.04% | $719,074 | 6.4K | Q1 2026 |
| Balboa Wealth Partners$596M AUM | 0.12% | $717,728 | 6.4K | Q1 2026 |
| Inspire Advisors, LLC$1.2B AUM | 0.06% | $713,121 | 6.4K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.06% | $707,768 | 5.3K | Q1 2026 |
| Catalina Capital Group, LLC$168M AUM | 0.42% | $707,107 | 6.3K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.03% | $705,593 | 6.3K | Q1 2026 |
| GatePass Capital, LLC$214M AUM | 0.33% | $703,266 | 6.3K | Q1 2026 |
| Investor's Fiduciary Advisor Network, LLC$326M AUM | 0.21% | $694,000 | 6.2K | Q1 2026 |
| RAM Investment Partners, LLC$569M AUM | 0.12% | $689,158 | 6.1K | Q1 2026 |
| Cosner Financial Group, LLC$182M AUM | 0.38% | $684,356 | 6.1K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.01% | $674,299 | 6.0K | Q1 2026 |
| ADIRONDACK TRUST CO$336M AUM | 0.23% | $672,175 | 6.0K | Q1 2026 |
| Apexium Financial, LP$2.1B AUM | 0.03% | $669,499 | 5.5K | Q3 2025OLDER |
| Asempa Wealth Advisors$115M AUM | 0.58% | $666,227 | 5.8K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $662,289 | 5.9K | Q1 2026 |
| FOCUSED ALPHA, LLC$324M AUM | 0.20% | $661,216 | 5.9K | Q1 2026 |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.18% | $652,795 | 5.8K | Q1 2026 |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.25% | $651,182 | 5.4K | Q3 2025OLDER |
| Financial Architects, LLC$190M AUM | 0.34% | $650,238 | 5.8K | Q1 2026 |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.40% | $642,958 | 5.7K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $640,484 | 5.7K | Q1 2026 |
| TSG Advice Partners, LLC$667M AUM | 0.10% | $639,139 | 5.7K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.05% | $633,126 | 5.6K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.03% | $624,428 | 5.6K | Q1 2026 |
| Roger Wittlin Investment Advisory, LLC$122M AUM | 0.51% | $622,367 | 5.6K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $618,736 | 5.5K | Q1 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV$105M AUM | 0.58% | $614,079 | 5.5K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.04% | $607,973 | 5.4K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $606,873 | 10.7K | Q1 2026 |
| TAGStone Capital, Inc.$283M AUM | 0.21% | $605,640 | 5.4K | Q1 2026 |
| Elios Financial Group Inc.$220M AUM | 0.27% | $604,594 | 5.4K | Q2 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $600,828 | 5.4K | Q1 2026 |
| Sonoma Allocations LLC$322M AUM | 0.20% | $588,999 | 5.1K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.04% | $588,595 | 5.3K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.02% | $587,145 | 5.4K | Q1 2026 |
| RCS Financial Planning, LLC$193M AUM | 0.30% | $583,308 | 5.2K | Q1 2026 |
| Emergent Wealth Advisors, LLC$169M AUM | 0.33% | $582,759 | 4.9K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $580,954 | 5.2K | Q1 2026 |
| CPR Investments Inc.$150M AUM | 0.45% | $577,294 | 5.1K | Q2 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.03% | $572,958 | 5.0K | Q1 2026 |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.06% | $571,200 | 5.1K | Q1 2026 |
| Lantern Wealth Advisors, LLC$195M AUM | 0.29% | $568,974 | 5.1K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.03% | $564,815 | 5.0K | Q1 2026 |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.59% | $564,250 | 5.0K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $561,560 | 5.0K | Q1 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.39% | $559,364 | 5.0K | Q1 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.11% | $554,768 | 4.9K | Q1 2026 |
| Clarity Asset Management, Inc.$198M AUM | 0.28% | $552,606 | 4.9K | Q1 2026 |
| Providence First Trust Co$284M AUM | 0.19% | $549,339 | 4.9K | Q1 2026 |
| Valued Retirements, Inc.$102M AUM | 0.54% | $548,994 | 4.9K | Q1 2026 |
| Parkway Wealth Management Group, LLC$791M AUM | 0.07% | $541,494 | 4.4K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $538,801 | 4.8K | Q1 2026 |
| Centurion Wealth Management LLC$418M AUM | 0.12% | $530,184 | 4.7K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.