AMPLIFY ETF TR
CUSIP 032108664
Amplify Etf Tr has 20 institutional holders in Filings Flow’s 13F database, together reporting 6.62M shares worth $474M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Hightower Advisors, LLC, and Destination Wealth Management.
Institutional Holders
20
Q1 2026
Reported Value
$12M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Artesa Financial Group, LLC$105M AUM | 4.02% | $4M | 56.1K | Q1 2026OLDER |
| Thoma Capital Management LLC$169M AUM | 3.06% | $5M | 68.8K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 2.24% | $5M | 63.6K | Q1 2026OLDER |
| Hyposwiss Advisors SA$101M AUM | 1.50% | $2M | 20.9K | Q1 2026OLDER |
| Pacific Wealth Strategies Group, Inc.$160M AUM | 1.25% | $2M | 26.7K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 1.22% | $3M | 45.5K | Q1 2026OLDER |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 1.15% | $3M | 31.3K | Q2 2026 |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.96% | $1M | 13.4K | Q1 2026OLDER |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 0.89% | $2M | 25.1K | Q1 2026OLDER |
| Vigil Wealth Management, LLC$124M AUM | 0.74% | $910,541 | 12.1K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.61% | $2M | 26.4K | Q4 2025OLDER |
| Destination Wealth Management$3.9B AUM | 0.60% | $23M | 309.7K | Q1 2026OLDER |
| INSTRUMENTAL WEALTH, LLC$163M AUM | 0.54% | $874,956 | 11.7K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.54% | $1M | 16.2K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.53% | $1M | 15.3K | Q3 2025OLDER |
| Bay Capital Advisors, LLC$162M AUM | 0.51% | $827,934 | 11.0K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.50% | $3M | 38.3K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 0.46% | $816,875 | 9.4K | Q3 2025OLDER |
| Vigilare Wealth Management$326M AUM | 0.44% | $1M | 13.8K | Q2 2026 |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.41% | $951,786 | 0 | Q1 2026OLDER |
| McGuire Investment Group, LLC$885M AUM | 0.40% | $4M | 46.7K | Q1 2026OLDER |
| BFI Infinity Ltd.$178M AUM | 0.37% | $600,203 | 7.5K | Q4 2025OLDER |
| Fairscale Capital, LLC$145M AUM | 0.37% | $533,890 | 7.1K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.36% | $877,184 | 8.4K | Q2 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM | 0.35% | $1M | 18.7K | Q1 2026OLDER |
| Curbstone Financial Management Corp$523M AUM | 0.35% | $2M | 24.4K | Q1 2026OLDER |
| ASHFORD CAPITAL MANAGEMENT INC$809M AUM | 0.35% | $3M | 37.5K | Q1 2026OLDER |
| ETF Store, Inc.$103M AUM | 0.33% | $341,380 | 4.5K | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.33% | $834,687 | 1.1K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.31% | $2M | 29.8K | Q1 2026OLDER |
| Alamea Verwaltungs GmbH$135M AUM | 0.31% | $412,319 | 5.5K | Q1 2026OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.29% | $462,404 | 6.2K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.28% | $955,669 | 12.7K | Q1 2026OLDER |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 0.28% | $1M | 18.7K | Q1 2026OLDER |
| GEM Asset Management, LLC$227M AUM | 0.28% | $625,300 | 8.3K | Q1 2026OLDER |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 0.27% | $386,567 | 5.1K | Q1 2026OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 0.26% | $295,418 | 3.9K | Q1 2026OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 0.26% | $582,698 | 7.8K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.26% | $373,498 | 5.0K | Q1 2026OLDER |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.23% | $367,941 | 4.9K | Q1 2026OLDER |
| Seelaus Asset Management LLC$139M AUM | 0.23% | $316,504 | 4.2K | Q1 2026OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.23% | $345,414 | 4.6K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.22% | $3M | 45.4K | Q1 2026OLDER |
| MUSTICO FINANCIAL GROUP, INC.$143M AUM | 0.22% | $309,069 | 3.9K | Q1 2026OLDER |
| Calder Financial LLC$106M AUM | 0.21% | $227,195 | 2.2K | Q2 2026 |
| Advantage Trust Co$223M AUM | 0.21% | $471,324 | 5.4K | Q3 2025OLDER |
| Pointe Capital Management LLC$202M AUM | 0.21% | $421,330 | 5.6K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.20% | $678,477 | 6.5K | Q2 2026 |
| PVG ASSET MANAGEMENT CORP$173M AUM | 0.18% | $314,475 | 3.0K | Q2 2026 |
| Trivium Point Advisory, LLC$553M AUM | 0.18% | $2M | 21.8K | Q4 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.17% | $5M | 62.4K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 0.17% | $406,109 | 5.2K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.17% | $250,801 | 3.3K | Q1 2026OLDER |
| Jacksonville Wealth Management, LLC$148M AUM | 0.17% | $250,427 | 3.3K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.16% | $494,239 | 5.7K | Q3 2025OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.15% | $314,477 | 4.2K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.14% | $170,830 | 2.3K | Q1 2026OLDER |
| ELCO Management Co., LLC$208M AUM | 0.13% | $204,140 | 2.5K | Q4 2025OLDER |
| Swisher Financial Concepts, Inc.$179M AUM | 0.13% | $214,570 | 2.5K | Q3 2025OLDER |
| Core Wealth Partners LLC$215M AUM | 0.13% | $276,556 | 3.7K | Q1 2026OLDER |
| Strategic Advisors LLC$602M AUM | 0.13% | $772,936 | 10.3K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 0.13% | $295,855 | 3.9K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.11% | $312,720 | 4.2K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.11% | $3M | 44.3K | Q1 2026OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.11% | $201,606 | 2.3K | Q3 2025OLDER |
| Strategic Wealth Investment Group, LLC$788M AUM | 0.11% | $850,244 | 11.3K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.11% | $673,783 | 9.0K | Q1 2026OLDER |
| BostonPremier Wealth LLC$194M AUM | 0.11% | $215,141 | 2.5K | Q3 2025OLDER |
| CURA WEALTH ADVISORS, LLC$223M AUM | 0.10% | $225,270 | 3.0K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.10% | $285,282 | 3.8K | Q1 2026OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 0.10% | $300,360 | 4.0K | Q1 2026OLDER |
| Westshore Wealth, LLC$285M AUM | 0.09% | $272,986 | 3.1K | Q3 2025OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.09% | $1M | 10.1K | Q2 2026 |
| Newman Dignan & Sheerar, Inc.$475M AUM | 0.09% | $433,933 | 5.8K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.09% | $287,603 | 3.8K | Q1 2026OLDER |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 0.09% | $374,322 | 5.0K | Q1 2026OLDER |
| Hudson Value Partners, LLC$335M AUM | 0.09% | $285,342 | 3.8K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.08% | $967,770 | 12.9K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.08% | $446,035 | 5.9K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.08% | $235,032 | 3.1K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.08% | $809,996 | 10.8K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.08% | $855,425 | 11.4K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.08% | $1M | 14.0K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.07% | $313,425 | 4.2K | Q1 2026OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.07% | $336,779 | 4.5K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.07% | $159,691 | 2.1K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.07% | $209,952 | 2.8K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.07% | $534,030 | 7.1K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.07% | $3M | 29.7K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.06% | $1M | 18.5K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.06% | $202,368 | 2.7K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.06% | $202,291 | 2.5K | Q4 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.06% | $4M | 48.7K | Q1 2026OLDER |
| HCR Wealth Advisors$964M AUM | 0.06% | $574,813 | 7.7K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.06% | $130,200 | 1.5K | Q3 2025OLDER |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.06% | $212,882 | 2.8K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.06% | $489,072 | 6.5K | Q1 2026OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.05% | $202,934 | 2.5K | Q4 2025OLDER |
| Financial Freedom, LLC$201M AUM | 0.05% | $104,594 | 1.3K | Q4 2025OLDER |
| Nadler Financial Group, Inc.$1.0B AUM | 0.05% | $530,511 | 7.1K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.05% | $68,750 | 916 | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.05% | $396,523 | 4.6K | Q3 2025OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.05% | $737,813 | 9.8K | Q1 2026OLDER |
| SFMG, LLC$1.5B AUM | 0.05% | $721,239 | 9.6K | Q1 2026OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.05% | $191,480 | 2.5K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.05% | $667,400 | 8.9K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.05% | $292,100 | 3.9K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.05% | $278,959 | 3.7K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.05% | $341,101 | 4.2K | Q4 2025OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.05% | $588,481 | 7.8K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.05% | $1M | 14.0K | Q1 2026OLDER |
| Elk River Wealth Management LLC$602M AUM | 0.04% | $262,815 | 3.5K | Q1 2026OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.04% | $3M | 46.1K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.04% | $646,122 | 8.7K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.04% | $255,158 | 3.4K | Q1 2026OLDER |
| Bouchey Financial Group Ltd$1.4B AUM | 0.04% | $568,863 | 7.6K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.04% | $290,300 | 3.9K | Q1 2026OLDER |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 0.04% | $66,530 | 886 | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.04% | $184,720 | 2.5K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.04% | $3M | 44.2K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.04% | $4M | 46.9K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.04% | $352,805 | 4.7K | Q1 2026OLDER |
| TCP Asset Management, LLC$778M AUM | 0.04% | $210,346 | 2.4K | Q3 2025OLDER |
| Austin Asset Management Co Inc$608M AUM | 0.04% | $205,337 | 2.4K | Q3 2025OLDER |
| RPG Investment Advisory, LLC$829M AUM | 0.04% | $309,972 | 4.1K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.04% | $523,786 | 7.0K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.04% | $1M | 13.8K | Q1 2026OLDER |
| BOURGEON CAPITAL MANAGEMENT LLC$578M AUM | 0.04% | $210,600 | 2.8K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.04% | $1M | 14.3K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.04% | $142,489 | 1.9K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $6M | 73.3K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.03% | $94,340 | 1.3K | Q1 2026OLDER |
| Sloy Dahl & Holst, LLC$728M AUM | 0.03% | $236,159 | 3.1K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.03% | $43,552 | 580 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.03% | $809,023 | 10.8K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.03% | $450,639 | 5.9K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.03% | $2M | 23.2K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.03% | $67,581 | 900 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $15M | 196.5K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.03% | $3M | 35.0K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.03% | $248,534 | 3.3K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.03% | $231,277 | 3.1K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 0.03% | $56,167 | 748 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.03% | $274,125 | 3.7K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $27M | 356.6K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.03% | $689,192 | 7.9K | Q3 2025OLDER |
| Sather Financial Group Inc$1.6B AUM | 0.03% | $419,753 | 5.6K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.03% | $751,974 | 10.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.03% | $1M | 16.4K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.6B AUM | 0.03% | $358,009 | 4.1K | Q3 2025OLDER |
| Dakota Wealth Management$4.6B AUM | 0.02% | $1M | 15.2K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.02% | $222,632 | 2.1K | Q2 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $558,826 | 7.4K | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 0.02% | $162,670 | 2.2K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $503,512 | 6.7K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $498,492 | 5.7K | Q3 2025OLDER |
| PlanVest Financial, Inc$131M AUM | 0.02% | $30,487 | 406 | Q1 2026OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.02% | $669,598 | 8.3K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $8M | 110.0K | Q1 2026OLDER |
| Portus Wealth Advisors, LLC$106M AUM | 0.02% | $22,677 | 302 | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.02% | $67,581 | 900 | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $285,555 | 3.6K | Q4 2025OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.02% | $336,403 | 4.5K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.02% | $122,622 | 1.6K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.02% | $561,373 | 7.5K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $350,179 | 4.7K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $351,136 | 4.7K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.02% | $576,231 | 7.7K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.02% | $435,897 | 5.8K | Q2 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $614,207 | 5.9K | Q2 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.02% | $2M | 17.5K | Q3 2025OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.02% | $219,496 | 2.9K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.02% | $253,166 | 3.1K | Q4 2025OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.02% | $32,000 | 426 | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.02% | $31,939 | 425 | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.02% | $242,996 | 3.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $16M | 207.3K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $622,763 | 8.3K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $909,059 | 12.1K | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 0.02% | $252,154 | 2.9K | Q3 2025OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.02% | $238,786 | 3.2K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.02% | $3M | 34.2K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.02% | $4M | 51.2K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.01% | $212,981 | 2.6K | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 15.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $51M | 681.4K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.01% | $259,362 | 3.5K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $281,740 | 3.8K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $2M | 30.2K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.01% | $22,527 | 300 | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.01% | $812,399 | 10.8K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.01% | $212,978 | 2.8K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.01% | $30,036 | 400 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $8M | 113.1K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $805,835 | 10.7K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.01% | $240,288 | 3.2K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $519,247 | 6.9K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.01% | $45,054 | 600 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $617,373 | 8.2K | Q2 2026 |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.01% | $329,795 | 4.4K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 0.01% | $28,130 | 350 | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $1M | 18.7K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $545,797 | 5.2K | Q2 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $238,699 | 3.0K | Q4 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $319,750 | 4.0K | Q4 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $214,830 | 2.5K | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $6M | 74.6K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $1M | 17.0K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $304,640 | 4.1K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.01% | $15,243 | 203 | Q1 2026OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.01% | $262,815 | 3.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $991,692 | 13.0K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.01% | $278,079 | 3.7K | Q1 2026OLDER |
| Evelyn Partners Investment Management Services Ltd$850M AUM | 0.01% | $78,319 | 1.0K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.01% | $82,224 | 1.1K | Q1 2026OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 0.01% | $206,390 | 2.6K | Q4 2025OLDER |
| Osbon Capital Management LLC$123M AUM | 0.01% | $10,783 | 144 | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.01% | $64,277 | 856 | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $253,548 | 2.9K | Q3 2025OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $15,018 | 200 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 14.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 30.3K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $528,011 | 7.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $6M | 76.5K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $200,484 | 2.7K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $6M | 76.9K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $27,302 | 260 | Q2 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $758,109 | 10.1K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $2M | 24.6K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.01% | $31,388 | 418 | Q1 2026OLDER |
| Stephens Consulting, LLC$309M AUM | 0.01% | $24,192 | 301 | Q4 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $430,493 | 5.3K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.01% | $4M | 49.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 19.2K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.01% | $15,018 | 200 | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $562,367 | 7.5K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $286,725 | 3.8K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 0.01% | $14,523 | 193 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $7M | 95.0K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $384,839 | 5.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $20M | 266.7K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $379,839 | 5.1K | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.01% | $22,752 | 303 | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.01% | $216,902 | 2.9K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.01% | $17,726 | 236 | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.01% | $413,520 | 3.8K | Q2 2026 |
| Busey Bank$3.7B AUM | 0.01% | $209,362 | 2.4K | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 14.7K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.01% | $22,527 | 300 | Q1 2026OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.01% | $411,532 | 5.7K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $202,495 | 2.7K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $2M | 24.5K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $225,496 | 2.8K | Q4 2025OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.01% | $8,680 | 100 | Q3 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $739,724 | 9.2K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 15.4K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $399,487 | 5.3K | Q1 2026OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 0.01% | $327,392 | 4.4K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $300,305 | 3.9K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $2M | 31.1K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.01% | $7M | 98.5K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.00% | $13,977 | 186 | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $36,167 | 450 | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $130,302 | 1.7K | Q1 2026OLDER |
| Accordant Advisory Group Inc$161M AUM | 0.00% | $7,509 | 100 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 43.8K | Q1 2026OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.00% | $201,014 | 2.7K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $360,432 | 4.8K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $75,652 | 1.0K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $256,117 | 3.2K | Q4 2025OLDER |
| Hilltop National Bank$468M AUM | 0.00% | $20,986 | 200 | Q2 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.00% | $257,784 | 3.4K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $23,804 | 317 | Q1 2026OLDER |
| Bernard Wealth Management Corp.$234M AUM | 0.00% | $9,612 | 128 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $6M | 85.6K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.00% | $42,276 | 563 | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $1M | 16.5K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $12,940 | 161 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 13.8K | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $14M | 180.4K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $281,985 | 3.8K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $204,059 | 2.5K | Q4 2025OLDER |
| City State Bank$385M AUM | 0.00% | $12,014 | 160 | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $258,020 | 3.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $17M | 224.6K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $5,385 | 67 | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $452,644 | 5.6K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $220,375 | 2.7K | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $222,176 | 2.7K | Q4 2025OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $80,572 | 1.1K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.00% | $9,389 | 125 | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.00% | $12,056 | 150 | Q4 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $45,054 | 600 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 22.5K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $258,777 | 3.2K | Q4 2025OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $24,404 | 325 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $47,894 | 638 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 18.7K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $11,264 | 150 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 21.4K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $375,075 | 5.0K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $2,178 | 29 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $7,509 | 100 | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $18,773 | 250 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $24,779 | 330 | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $331,147 | 4.4K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.00% | $3,457 | 46 | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.00% | $443,060 | 5.7K | Q2 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $63,001 | 839 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $350,167 | 4.7K | Q1 2026OLDER |
| Compass Financial Services Inc$231M AUM | 0.00% | $3,982 | 50 | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $71,351 | 950 | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $226,463 | 3.0K | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $42,595 | 588 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $59,074 | 727 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $11,264 | 150 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $20,713 | 276 | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $64,803 | 863 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $310,150 | 4.1K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $571,635 | 7.6K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.00% | $2,250 | 28 | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $16,445 | 219 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $820,227 | 10.2K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $59,476 | 792 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $12M | 162.9K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $7,509 | 100 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $25,898 | 340 | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $15,018 | 200 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $42,182 | 402 | Q2 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $224,048 | 2.6K | Q3 2025OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $240,522 | 2.8K | Q3 2025OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.00% | $1,744 | 23 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $88,636 | 1.1K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $32,148 | 400 | Q4 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $278,124 | 3.2K | Q3 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $7,509 | 100 | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $10,850 | 125 | Q4 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $219,691 | 2.5K | Q3 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $757,700 | 10.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $915,653 | 12.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $14M | 180.2K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $43,177 | 575 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $225,759 | 2.8K | Q4 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $30,036 | 400 | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $254,480 | 3.4K | Q1 2026OLDER |
| Groupe la Francaise$7.3B AUM | 0.00% | $64,452 | 870 | Q3 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $164,336 | 1.9K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $712,592 | 9.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $7,509 | 100 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $38,705 | 500 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $15,018 | 200 | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $4,956 | 66 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $48,058 | 640 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 21.0K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $6,624 | 88 | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $9,086 | 121 | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $146,124 | 1.9K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $422,006 | 5.6K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $18,834 | 260 | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $1,768 | 22 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $69,155 | 921 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $116,350 | 1.5K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $52,563 | 700 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $108,280 | 1.4K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.00% | $6,008 | 80 | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $337,905 | 4.5K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $912,344 | 12.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $8M | 96.1K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $12,239 | 141 | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 34.6K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $220,840 | 2.9K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $21,249 | 264 | Q4 2025OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $337,218 | 3.9K | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $76,892 | 1.0K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $94,028 | 1.3K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $279,505 | 3.7K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $290,223 | 3.9K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $316,504 | 4.2K | Q1 2026OLDER |
| Evergreen Private Wealth LLC$247M AUM | 0.00% | $868 | 10 | Q3 2025OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.00% | $8,143 | 109 | Q1 2026OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.00% | $22,527 | 300 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $20,650 | 275 | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $7,509 | 100 | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $2,328 | 31 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $28,309 | 377 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 27.9K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $85,672 | 987 | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $712,502 | 9.5K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $3,212 | 37 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $322,962 | 4.3K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $15,095 | 195 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $178,660 | 2.4K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $38,276 | 510 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $294,612 | 3.9K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $1,502 | 20 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $423,958 | 5.6K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $301 | 4 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $596,966 | 8.0K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1M | 19.8K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $9,536 | 127 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $50,235 | 669 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $902 | 12 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $16,595 | 221 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $119,468 | 1.6K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $375 | 5 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $79,845 | 1.1K | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $178,999 | 2.5K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $5,947 | 74 | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $15,243 | 203 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $30,937 | 412 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $11,264 | 150 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $53,520 | 713 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.