QYLDGLOBAL X FDS
CUSIP 37954Y483 · Yahoo Finance ↗ · Google Finance ↗
Global X Fds (QYLD) has 431 institutional holders in Filings Flow’s 13F database, together reporting 104.67M shares worth $1.8B as of Q1 2026. The largest reported holders are Global X Japan Co., Ltd., Lpl Financial LLC, and Morgan Stanley.
Institutional Holders
431
Q1 2026
Reported Value
$1.8B
Ticker
QYLD
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Global X Japan Co., Ltd.$1.9B AUM | 13.91% | $271M | 15.78M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.06% | $214M | 12.48M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.01% | $184M | 10.72M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $84M | 4.89M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $69M | 4.00M | Q1 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.35% | $68M | 3.85M | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $46M | 2.69M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $45M | 2.62M | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.12% | $44M | 2.56M | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.05% | $35M | 2.02M | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.04% | $34M | 1.98M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $30M | 1.74M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $29M | 1.68M | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.27% | $24M | 1.39M | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.03% | $23M | 1.38M | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.01% | $22M | 1.30M | Q1 2026 |
| Foguth Wealth Management, LLC.$857M AUM | 3.41% | $22M | 1.24M | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $21M | 1.22M | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.49% | $20M | 1.19M | Q1 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC$272M AUM | 7.24% | $20M | 1.15M | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.26% | $18M | 1.03M | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.85% | $18M | 1.02M | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.04% | $17M | 978.8K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.54% | $16M | 940.6K | Q1 2026 |
| Mission Hills Financial Advisory, LLC$195M AUM | 6.93% | $14M | 788.8K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.32% | $12M | 676.4K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.26% | $12M | 673.9K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $11M | 667.0K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.03% | $11M | 649.2K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.17% | $11M | 641.4K | Q1 2026 |
| Caerus Investment Advisors, LLC$240M AUM | 3.51% | $11M | 613.3K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $11M | 612.7K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $10M | 571.9K | Q1 2026 |
| Beta Wealth Group, Inc.$242M AUM | 3.73% | $9M | 525.9K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.05% | $9M | 528.1K | Q2 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $9M | 510.4K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.29% | $8M | 507.2K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.57% | $8M | 478.0K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $8M | 464.1K | Q1 2026 |
| Howard Capital Management Inc.$6.1B AUM | 0.12% | $8M | 471.9K | Q2 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $8M | 453.3K | Q1 2026 |
| Atlas Private Wealth Advisors$425M AUM | 1.68% | $7M | 415.8K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $7M | 402.1K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.04% | $7M | 388.8K | Q1 2026 |
| Thrive Capital Management, LLC$456M AUM | 1.47% | $7M | 390.2K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $6M | 365.5K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.11% | $6M | 366.5K | Q2 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 336.7K | Q1 2026 |
| Solutions 4 Wealth, Ltd$66M AUM | 8.64% | $6M | 334.9K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.25% | $5M | 315.9K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $5M | 315.5K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $5M | 309.9K | Q1 2026 |
| NFSG Corp$608M AUM | 0.86% | $5M | 305.0K | Q1 2026 |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.91% | $5M | 294.7K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.01% | $5M | 290.4K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.04% | $5M | 287.1K | Q1 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 3.00% | $5M | 271.5K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $5M | 264.5K | Q1 2026 |
| SOL Capital Management CO$206M AUM | 2.19% | $5M | 276.7K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $4M | 254.8K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.05% | $4M | 240.5K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $4M | 239.9K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $4M | 237.1K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.04% | $4M | 232.1K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.09% | $4M | 224.6K | Q4 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.09% | $4M | 223.7K | Q1 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.13% | $4M | 218.9K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $4M | 218.1K | Q1 2026 |
| MONTCHANIN ASSET MANAGEMENT, LLC$94M AUM | 3.80% | $4M | 208.4K | Q1 2026 |
| Compass Financial Services Inc$231M AUM | 1.51% | $3M | 203.8K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $3M | 201.6K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.08% | $3M | 206.0K | Q2 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 200.1K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.08% | $3M | 193.0K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 191.3K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $3M | 190.4K | Q1 2026 |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.08% | $3M | 190.1K | Q3 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 182.7K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.06% | $3M | 172.4K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.10% | $3M | 171.9K | Q4 2025OLDER |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.09% | $3M | 177.4K | Q1 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.32% | $3M | 175.2K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.03% | $3M | 174.9K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.11% | $3M | 173.5K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.08% | $3M | 171.1K | Q1 2026 |
| Anchor Capital Management Group Inc$144M AUM | 2.02% | $3M | 169.5K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.09% | $3M | 167.4K | Q1 2026 |
| Daiwa Securities Group Inc.$34.8B AUM | 0.01% | $3M | 167.2K | Q1 2026 |
| NWF Advisory Services Inc.$886M AUM | 0.31% | $3M | 158.5K | Q1 2026 |
| Redwood Financial Network Corp$153M AUM | 1.77% | $3M | 157.4K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.17% | $3M | 160.1K | Q2 2025OLDER |
| Note Advisors, LLC$200M AUM | 1.28% | $3M | 149.4K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.21% | $3M | 152.8K | Q2 2025OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.14% | $2M | 140.3K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 138.5K | Q1 2026 |
| RDA Financial Network$459M AUM | 0.59% | $2M | 138.3K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 135.9K | Q1 2026 |
| Rockport Wealth LLC$549M AUM | 0.42% | $2M | 135.7K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.03% | $2M | 128.0K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.08% | $2M | 127.7K | Q1 2026 |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.78% | $2M | 126.7K | Q1 2026 |
| San Luis Wealth Advisors LLC$604M AUM | 0.36% | $2M | 126.4K | Q1 2026 |
| Flaharty Asset Management, LLC$70M AUM | 0.26% | $2M | 123.9K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.25% | $2M | 123.6K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 12.28M | Q1 2026 |
| Investment Partners Asset Management, Inc.$162M AUM | 1.38% | $2M | 123.0K | Q3 2025OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.17% | $2M | 119.0K | Q1 2026 |
| SageGuard Financial Group, LLC$646M AUM | 0.31% | $2M | 118.1K | Q1 2026 |
| Astra Wealth Partners LLC$168M AUM | 1.21% | $2M | 118.0K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 116.8K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.07% | $2M | 115.5K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.21% | $2M | 115.2K | Q1 2026 |
| Perissos Private Wealth Management, LLC$115M AUM | 1.71% | $2M | 114.6K | Q1 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.58% | $2M | 114.1K | Q1 2026 |
| VICUS CAPITAL$1.4B AUM | 0.14% | $2M | 111.4K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.05% | $2M | 107.4K | Q1 2026 |
| Significant Wealth Partners LLC$81M AUM | 2.24% | $2M | 106.3K | Q1 2026 |
| Blue Chip Partners, LLC$1.4B AUM | 0.13% | $2M | 106.2K | Q1 2026 |
| APS Management Group, Inc.$130M AUM | 1.55% | $2M | 105.8K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.03% | $2M | 104.9K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.10% | $2M | 104.8K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.08% | $2M | 103.2K | Q1 2026 |
| J. Team Financial, Inc.$89M AUM | 1.97% | $2M | 102.4K | Q1 2026 |
| SHARPEPOINT LLC$168M AUM | 1.04% | $2M | 101.8K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 100.8K | Q1 2026 |
| BKM Wealth Management, LLC$274M AUM | 0.63% | $2M | 100.0K | Q1 2026 |
| Truepoint, Inc.$4.5B AUM | 0.04% | $2M | 98.8K | Q1 2026 |
| Synergy Asset Management, LLC$942M AUM | 0.18% | $2M | 97.9K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.03% | $2M | 94.5K | Q4 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.03% | $2M | 93.5K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 91.1K | Q1 2026 |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.43% | $2M | 88.3K | Q1 2026 |
| Owen LaRue, LLC$261M AUM | 0.60% | $2M | 90.0K | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 88.6K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.02% | $2M | 83.8K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.08% | $1M | 87.0K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.02% | $1M | 86.9K | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $1M | 86.0K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.04% | $1M | 85.9K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.04% | $1M | 85.5K | Q1 2026 |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.11% | $1M | 84.7K | Q1 2026 |
| PMG Family Office LLC$90M AUM | 1.61% | $1M | 83.8K | Q1 2026 |
| Register Financial Advisors LLC$271M AUM | 0.53% | $1M | 83.7K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.03% | $1M | 83.6K | Q1 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC$756M AUM | 0.18% | $1M | 78.7K | Q1 2026 |
| Aventura Private Wealth, LLC$273M AUM | 0.49% | $1M | 77.4K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 76.8K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $1M | 74.9K | Q1 2026 |
| Clarity Capital Partners LLC$280M AUM | 0.46% | $1M | 76.7K | Q2 2025OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.44% | $1M | 74.8K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 73.1K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 72.5K | Q1 2026 |
| Kaizen Financial Strategies$236M AUM | 0.63% | $1M | 74.1K | Q2 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $1M | 69.5K | Q4 2025OLDER |
| Tactive Advisors, LLC$406M AUM | 0.39% | $1M | 72.7K | Q2 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.14% | $1M | 70.7K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 70.4K | Q1 2026 |
| Smart Portfolios, LLC$100M AUM | 1.16% | $1M | 70.7K | Q3 2025OLDER |
| Ulland Investment Advisors, LLC$117M AUM | 1.03% | $1M | 70.0K | Q1 2026 |
| RiverFront Investment Group, LLC$6.5B AUM | 0.02% | $1M | 69.0K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 67.4K | Q1 2026 |
| Mission Financial Group, LLC$108M AUM | 1.06% | $1M | 67.0K | Q1 2026 |
| HF Advisory Group, LLC$323M AUM | 0.39% | $1M | 66.7K | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.04% | $1M | 64.4K | Q4 2025OLDER |
| PSI Advisors, LLC$418M AUM | 0.27% | $1M | 65.8K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $1M | 65.8K | Q1 2026 |
| UNIQUE WEALTH, LLC$723M AUM | 0.16% | $1M | 65.6K | Q1 2026 |
| Jupiter Wealth Management LLC$253M AUM | 0.44% | $1M | 62.0K | Q1 2026 |
| McAdam, LLC$2.2B AUM | 0.05% | $1M | 65.1K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.22% | $1M | 63.0K | Q1 2026 |
| TrueMark Investments, LLC$514M AUM | 0.20% | $1M | 59.0K | Q4 2025OLDER |
| Curtis Advisory Group, LLC$464M AUM | 0.22% | $1M | 59.6K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 59.4K | Q1 2026 |
| WEALTH EFFECTS LLC$282M AUM | 0.36% | $1M | 58.9K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.03% | $995,076 | 58.0K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.07% | $991,941 | 57.8K | Q1 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.12% | $986,279 | 57.5K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $976,474 | 56.5K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.03% | $960,491 | 56.0K | Q1 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM | 0.20% | $949,736 | 55.8K | Q3 2025OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.06% | $928,147 | 54.1K | Q1 2026 |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.02% | $919,600 | 55.0K | Q2 2025OLDER |
| Benchmark Financial, LLC$111M AUM | 0.81% | $900,375 | 52.5K | Q1 2026 |
| Tortuga Wealth Management, Inc$95M AUM | 0.94% | $895,614 | 50.7K | Q1 2026 |
| XML Financial, LLC$1.2B AUM | 0.07% | $889,255 | 51.9K | Q1 2026 |
| TLWM$615M AUM | 0.16% | $889,087 | 51.8K | Q1 2026 |
| Barnes Wealth Management Group, Inc$197M AUM | 0.45% | $881,552 | 51.4K | Q1 2026 |
| Bensler, LLC$969M AUM | 0.09% | $877,266 | 51.2K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.04% | $869,773 | 50.7K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $868,425 | 50.6K | Q1 2026 |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.21% | $831,861 | 48.5K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $825,797 | 48.2K | Q1 2026 |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.57% | $821,069 | 49.1K | Q3 2025OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.15% | $809,737 | 47.2K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.04% | $806,179 | 47.0K | Q1 2026 |
| Collier Financial$131M AUM | 0.60% | $782,333 | 45.6K | Q1 2026 |
| Garden State Investment Advisory Services LLC$455M AUM | 0.17% | $778,440 | 45.4K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $761,000 | 44.8K | Q3 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.05% | $751,045 | 43.8K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.04% | $728,500 | 42.5K | Q1 2026 |
| Aurora Private Wealth, Inc.$140M AUM | 0.53% | $716,000 | 42.8K | Q2 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $713,644 | 41.6K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $685,509 | 40.0K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.04% | $685,057 | 39.9K | Q1 2026 |
| Garner Asset Management Corp$255M AUM | 0.27% | $679,085 | 39.6K | Q1 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.17% | $678,146 | 40.6K | Q2 2025OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.03% | $672,674 | 39.2K | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 0.02% | $668,850 | 39.0K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $668,850 | 40.0K | Q2 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.03% | $666,629 | 38.9K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $651,201 | 38.0K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $650,742 | 41.1K | Q1 2026 |
| E-Wealth Partners, LLC$124M AUM | 0.54% | $637,298 | 36.1K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.06% | $635,692 | 37.4K | Q3 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.04% | $632,524 | 36.9K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.06% | $632,270 | 36.9K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.03% | $631,707 | 36.8K | Q1 2026 |
| Collaborative Wealth Managment Inc.$218M AUM | 0.29% | $628,945 | 36.7K | Q1 2026 |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.06% | $628,781 | 36.7K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $623,533 | 36.7K | Q3 2025OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.26% | $622,661 | 36.3K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $621,285 | 36.2K | Q1 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.16% | $600,578 | 35.0K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $597,832 | 34.9K | Q1 2026 |
| Comprehensive Money Management Services LLC$152M AUM | 0.39% | $594,059 | 34.6K | Q1 2026 |
| MAS Advisors LLC$63M AUM | 0.94% | $592,101 | 34.8K | Q3 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $575,856 | 33.6K | Q1 2026 |
| Capital Market Strategies LLC$144M AUM | 0.40% | $575,222 | 34.4K | Q2 2025OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.12% | $569,942 | 33.0K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $565,183 | 33.0K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $565,018 | 31.8K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $557,049 | 32.5K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.02% | $550,960 | 32.1K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $550,601 | 32.1K | Q1 2026 |
| Oakmont Advisory Group, LLC$98M AUM | 0.55% | $543,546 | 31.7K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $543,199 | 32.5K | Q2 2025OLDER |
| Front Row Advisors LLC$296M AUM | 0.18% | $542,969 | 31.7K | Q1 2026 |
| City Center Advisors, LLC$123M AUM | 0.50% | $541,842 | 31.6K | Q1 2026 |
| Genesis Financial Group, LLC$158M AUM | 0.34% | $531,886 | 31.0K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $521,377 | 30.4K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.04% | $518,272 | 30.2K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $515,083 | 30.0K | Q1 2026 |
| Premier Private Wealth Management LLC$95M AUM | 0.54% | $509,098 | 29.7K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.04% | $505,502 | 28.1K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $503,921 | 29.4K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $502,459 | 29.3K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $502,459 | 29.3K | Q1 2026 |
| PARK CIRCLE Co$108M AUM | 0.42% | $493,240 | 29.5K | Q2 2025OLDER |
| IFG Advisory, LLC$35M AUM | 0.02% | $482,004 | 27.3K | Q4 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.04% | $481,364 | 28.1K | Q1 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.16% | $479,861 | 28.0K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $476,374 | 27.8K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.02% | $467,019 | 26.4K | Q1 2026 |
| Tulsa Wealth Advisors, INC$570M AUM | 0.08% | $464,991 | 27.1K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $450,621 | 26.3K | Q1 2026 |
| Westmount Partners, LLC$457M AUM | 0.11% | $434,011 | 24.6K | Q4 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.03% | $432,132 | 25.9K | Q1 2026 |
| Northstar Advisory Group, LLC$269M AUM | 0.16% | $429,166 | 25.0K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $421,960 | 23.9K | Q4 2025OLDER |
| CHANNEL WEALTH LLC$413M AUM | 0.10% | $421,393 | 24.6K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $420,899 | 23.8K | Q4 2025OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.10% | $420,175 | 24.5K | Q1 2026 |
| Palacios Wealth Management, LLC$160M AUM | 0.26% | $412,551 | 22.9K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.04% | $409,954 | 23.9K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.02% | $408,000 | 22.9K | Q1 2026 |
| Westend Capital Management, LLC$333M AUM | 0.12% | $405,769 | 23.7K | Q1 2026 |
| KW WEALTH MANAGEMENT LLC$0 AUM | 0.61% | $404,393 | 22.9K | Q4 2025OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.03% | $404,175 | 23.6K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $402,549 | 23.5K | Q1 2026 |
| Bay Capital Advisors, LLC$162M AUM | 0.24% | $396,994 | 23.1K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $395,956 | 23.1K | Q1 2026 |
| Vertex Planning Partners, LLC$515M AUM | 0.07% | $382,910 | 22.3K | Q1 2026 |
| Alteri Wealth LLC$309M AUM | 0.12% | $381,112 | 22.2K | Q1 2026 |
| RESOLUTE CAPITAL, LLC$247M AUM | 0.15% | $379,493 | 22.1K | Q1 2026 |
| Meadowbrook Wealth Management, LLC$93M AUM | 0.50% | $379,015 | 22.1K | Q1 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.09% | $377,036 | 22.0K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $375,000 | 22.1K | Q3 2025OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $374,753 | 21.9K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $371,051 | 21.6K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.03% | $369,544 | 21.5K | Q1 2026 |
| Hyundai Investments Co., Ltd.$89M AUM | 0.41% | $361,204 | 21.6K | Q1 2026 |
| Lifeworks Advisors, LLC$779M AUM | 0.05% | $359,727 | 21.1K | Q3 2025OLDER |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 0.19% | $358,379 | 20.9K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $356,600 | 20.8K | Q1 2026 |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.19% | $352,993 | 21.1K | Q2 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $351,232 | 20.5K | Q1 2026 |
| EVEXIA WEALTH LLC$364M AUM | 0.10% | $347,054 | 19.7K | Q1 2026 |
| Vanguard Capital Wealth Advisors$108M AUM | 0.32% | $346,944 | 218.2K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.03% | $342,138 | 20.0K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.02% | $341,836 | 19.9K | Q1 2026 |
| Accel Wealth Management$383M AUM | 0.09% | $341,397 | 19.9K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $334,528 | 19.5K | Q1 2026 |
| TopTier Wealth Management, LLC$163M AUM | 0.20% | $332,820 | 19.4K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $330,000 | 19.2K | Q1 2026 |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.06% | $325,141 | 19.0K | Q1 2026 |
| Copley Financial Group, Inc.$166M AUM | 0.20% | $325,130 | 19.0K | Q1 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.05% | $320,375 | 18.1K | Q4 2025OLDER |
| Reliant Wealth Planning$331M AUM | 0.10% | $317,424 | 18.0K | Q4 2025OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.09% | $315,749 | 18.4K | Q1 2026 |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.22% | $311,290 | 18.2K | Q1 2026 |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 0.04% | $310,872 | 18.1K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.03% | $307,294 | 17.9K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $307,024 | 17.9K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $306,534 | 17.9K | Q1 2026 |
| Pasadena Private Wealth, LLC$723M AUM | 0.04% | $306,128 | 17.9K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $304,936 | 17.7K | Q1 2026 |
| Strategic Advisors LLC$602M AUM | 0.05% | $304,479 | 17.9K | Q3 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $300,567 | 17.7K | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $298,816 | 17.4K | Q1 2026 |
| Weaver Consulting Group$420M AUM | 0.07% | $297,083 | 17.3K | Q1 2026 |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.01% | $295,648 | 17.2K | Q1 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.04% | $287,828 | 16.8K | Q1 2026 |
| Tennessee Valley Asset Management Partners$757M AUM | 0.04% | $287,289 | 16.8K | Q1 2026 |
| IMG Wealth Management, Inc.$157M AUM | 0.18% | $286,491 | 16.7K | Q1 2026 |
| L. Roy Papp & Associates, LLP$867M AUM | 0.03% | $284,759 | 16.6K | Q1 2026 |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.13% | $284,405 | 16.6K | Q1 2026 |
| United Advisor Group, LLC$811M AUM | 0.03% | $282,976 | 16.5K | Q1 2026 |
| Kapstone Financial Advisors LLC$204M AUM | 0.14% | $278,739 | 16.3K | Q1 2026 |
| ETF Store, Inc.$103M AUM | 0.27% | $277,515 | 16.2K | Q1 2026 |
| Encompass More Asset Management$597M AUM | 0.05% | $276,412 | 16.1K | Q1 2026 |
| WINNOW WEALTH LLC$130M AUM | 0.20% | $273,690 | 15.2K | Q4 2025OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $272,960 | 15.9K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $271,325 | 15.8K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.00% | $267,626 | 15.6K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $265,843 | 15.5K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.02% | $265,629 | 15.5K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $263,876 | 15.5K | Q3 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $262,612 | 14.9K | Q4 2025OLDER |
| MinichMacGregor Wealth Management, LLC$567M AUM | 0.05% | $262,545 | 15.3K | Q1 2026 |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.09% | $262,015 | 15.3K | Q1 2026 |
| BNB Wealth Management, LLC$156M AUM | 0.17% | $261,023 | 15.2K | Q1 2026 |
| Ignite Planners, LLC$648M AUM | 0.04% | $258,829 | 15.1K | Q1 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.00% | $257,343 | 15.0K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $254,895 | 14.9K | Q1 2026 |
| PBMares Wealth Management LLC$617M AUM | 0.04% | $254,810 | 15.0K | Q3 2025OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.00% | $253,849 | 14.8K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.01% | $253,730 | 14.8K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $251,385 | 14.7K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $249,305 | 14.5K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $247,786 | 14.4K | Q1 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.07% | $241,497 | 14.1K | Q1 2026 |
| Patten Group, Inc.$575M AUM | 0.04% | $240,735 | 14.0K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $233,963 | 13.6K | Q1 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.01% | $230,282 | 13.6K | Q3 2025OLDER |
| Invera Wealth Advisors, LLC$156M AUM | 0.14% | $227,713 | 13.4K | Q3 2025OLDER |
| Pacific Park Financial, Inc.$153M AUM | 0.15% | $226,209 | 13.2K | Q1 2026 |
| Great Waters Wealth Management$1.1B AUM | 0.02% | $224,084 | 13.1K | Q1 2026 |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.04% | $223,903 | 13.2K | Q3 2025OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.01% | $223,418 | 13.0K | Q1 2026 |
| Traynor Capital Management, Inc.$1.7B AUM | 0.01% | $223,036 | 13.4K | Q1 2026 |
| Prostatis Group LLC$391M AUM | 0.06% | $219,846 | 12.8K | Q1 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.04% | $218,285 | 12.7K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $216,827 | 12.6K | Q1 2026 |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.10% | $216,439 | 12.6K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.07% | $214,873 | 12.5K | Q1 2026 |
| Sage Capital Management, LLC$213M AUM | 0.10% | $213,591 | 12.5K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $213,381 | 12.4K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $213,226 | 12.4K | Q1 2026 |
| Advisor OS, LLC$1.4B AUM | 0.02% | $213,089 | 12.4K | Q1 2026 |
| TCP Asset Management, LLC$778M AUM | 0.03% | $212,403 | 12.4K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $211,301 | 12.3K | Q1 2026 |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.01% | $208,700 | 11.8K | Q4 2025OLDER |
| Prospect Financial Services LLC$164M AUM | 0.13% | $208,562 | 12.2K | Q1 2026 |
| RMR Wealth Builders$1.3B AUM | 0.02% | $208,098 | 12.1K | Q1 2026 |
| Fullerton Advisors, LLC$97M AUM | 0.22% | $208,082 | 12.1K | Q1 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV$105M AUM | 0.20% | $207,858 | 12.1K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $206,760 | 12.1K | Q1 2026 |
| Axis Wealth Partners, LLC$188M AUM | 0.11% | $205,800 | 12.0K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $204,655 | 11.6K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $204,465 | 11.6K | Q1 2026 |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.13% | $203,399 | 11.9K | Q1 2026 |
| Ferguson Shapiro LLC$342M AUM | 0.07% | $201,220 | 12.0K | Q2 2025OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.03% | $200,958 | 12.0K | Q2 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $200,421 | 11.7K | Q1 2026 |
| GREENBERG FINANCIAL GROUP$270M AUM | 0.08% | $195,780 | 11.4K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $195,270 | 11.4K | Q1 2026 |
| Acorn Wealth Advisors, LLC$343M AUM | 0.06% | $194,611 | 11.4K | Q3 2025OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.01% | $194,601 | 11.3K | Q1 2026 |
| MJP ASSOCIATES INC /ADV$824M AUM | 0.02% | $194,001 | 11.3K | Q1 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.05% | $192,708 | 10.9K | Q4 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $191,655 | 11.2K | Q1 2026 |
| Southland Equity Partners LLC$571M AUM | 0.04% | $190,546 | 11.2K | Q3 2025OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.05% | $190,486 | 11.1K | Q1 2026 |
| Realta Investment Advisors$288M AUM | 0.07% | $190,209 | 11.1K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $189,791 | 11.1K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $188,913 | 11.1K | Q3 2025OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.02% | $188,387 | 11.1K | Q3 2025OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $187,804 | 10.9K | Q1 2026 |
| Annex Advisory Services, LLC$5.3B AUM | 0.00% | $187,415 | 10.9K | Q1 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 0.01% | $185,728 | 11.1K | Q2 2025OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.01% | $185,643 | 10.8K | Q1 2026 |
| Helium Advisors LLC$105M AUM | 0.15% | $184,609 | 10.9K | Q3 2025OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.01% | $183,215 | 11.0K | Q1 2026 |
| Accurate Wealth Management, LLC$831M AUM | 0.02% | $182,534 | 10.4K | Q1 2026 |
| ADE, LLC$209M AUM | 0.09% | $181,734 | 10.6K | Q1 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.01% | $181,648 | 10.3K | Q4 2025OLDER |
| Ground Swell Capital, LLC$51M AUM | 0.37% | $181,365 | 10.3K | Q4 2025OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.02% | $180,409 | 10.5K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $180,364 | 10.5K | Q1 2026 |
| Sunpointe, LLC$305M AUM | 0.06% | $178,873 | 10.1K | Q4 2025OLDER |
| ORBA Wealth Advisors, L.L.C.$84M AUM | 0.15% | $178,452 | 10.1K | Q4 2025OLDER |
| Manske Wealth Management$357M AUM | 0.05% | $176,406 | 10.4K | Q3 2025OLDER |
| Roan Capital Partners$121M AUM | 0.16% | $175,839 | 10.3K | Q1 2026 |
| HICKS CAPITAL MANAGEMENT LLC$100M AUM | 0.28% | $175,560 | 10.5K | Q2 2025OLDER |
| Green Ridge Wealth Planning LLC$238M AUM | 0.09% | $175,290 | 10.2K | Q1 2026 |
| Eagle Strategies LLC$837M AUM | 0.02% | $175,004 | 10.2K | Q1 2026 |
| Quadcap Wealth Management, LLC$879M AUM | 0.02% | $171,665 | 10.3K | Q2 2025OLDER |
| Infinity Wealth Counsel, LLC$124M AUM | 0.16% | $171,500 | 10.0K | Q1 2026 |
| ASHFORD CAPITAL MANAGEMENT INC$809M AUM | 0.02% | $171,500 | 10.0K | Q1 2026 |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.01% | $163,519 | 9.5K | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $158,584 | 9.3K | Q3 2025OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.10% | $141,505 | 8.3K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $139,815 | 7.9K | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $132,535 | 7.7K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $132,030 | 7.9K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $121,257 | 7.1K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $117,913 | 6.9K | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $115,668 | 6.8K | Q3 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $114,905 | 6.7K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $113,242 | 6.6K | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.08% | $112,555 | 6.6K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $108,246 | 6.3K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.05% | $107,136 | 6.2K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.03% | $106,684 | 6.0K | Q4 2025OLDER |
| SSA SWISS ADVISORS AG$215M AUM | 0.05% | $106,658 | 6.0K | Q4 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.03% | $104,977 | 5.9K | Q4 2025OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.01% | $100,142 | 5.8K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $88,918 | 5.1K | Q1 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.02% | $87,654 | 5.1K | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.05% | $85,750 | 5.0K | Q1 2026 |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.04% | $83,266 | 12.3K | Q2 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $82,663 | 4.8K | Q1 2026 |
| Clark Wealth Partners$149M AUM | 0.05% | $74,997 | 4.4K | Q1 2026 |
| CAROLINAS WEALTH CONSULTING LLC$0 AUM | 0.02% | $74,419 | 4.5K | Q2 2025OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $70,780 | 4.1K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $67,159 | 3.9K | Q1 2026 |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.05% | $64,415 | 3.8K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $64,366 | 3.8K | Q1 2026 |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.03% | $59,357 | 3.5K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $59,094 | 3.5K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $58,756 | 3.4K | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.02% | $55,802 | 3.3K | Q1 2026 |
| Investors Research Corp$523M AUM | 0.01% | $54,949 | 3.2K | Q1 2026 |
| David J Yvars Group$212M AUM | 0.03% | $52,248 | 295.7K | Q4 2025OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.01% | $51,947 | 3.0K | Q1 2026 |
| Strategic Advocates LLC$23M AUM | 0.23% | $51,622 | 3.0K | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.01% | $50,404 | 2.9K | Q1 2026 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP$255M AUM | 0.02% | $48,726 | 2.9K | Q2 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $47,197 | 2.8K | Q1 2026 |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.03% | $46,665 | 2.7K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.00% | $45,980 | 2.8K | Q2 2025OLDER |
| Armor Investment Advisors, LLC$278M AUM | 0.01% | $41,160 | 2.4K | Q1 2026 |
| Chung Wu Investment Group, LLC$116M AUM | 0.03% | $39,445 | 2.3K | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $38,588 | 2.3K | Q1 2026 |
| Carnegie Lake Advisors LLC$252M AUM | 0.02% | $38,588 | 225.0K | Q1 2026 |
| Quaker Wealth Management, LLC$320M AUM | 0.01% | $38,211 | 2.2K | Q1 2026 |
| Nova Wealth Management, Inc.$154M AUM | 0.02% | $37,730 | 2.2K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $35,158 | 2.0K | Q1 2026 |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $34,300 | 2.0K | Q1 2026 |
| KERR FINANCIAL PLANNING Corp$90M AUM | 0.02% | $32,635 | 1.8K | Q1 2026 |
| Friedenthal Financial$217M AUM | 0.02% | $32,231 | 1.8K | Q4 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $30,572 | 1.8K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $28,383 | 1.7K | Q1 2026 |
| Bayforest Capital Ltd$89M AUM | 0.03% | $27,972 | 1.6K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $27,440 | 1.6K | Q1 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.01% | $27,440 | 1.6K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $27,216 | 1.6K | Q3 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.01% | $26,505 | 1.5K | Q4 2025OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.01% | $26,505 | 1.5K | Q4 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $25,782 | 1.5K | Q2 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $25,515 | 1.5K | Q3 2025OLDER |
| CHELSEA COUNSEL CO$225M AUM | 0.01% | $24,010 | 1.4K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $23,378 | 1.4K | Q1 2026 |
| Dogwood Wealth Management LLC$253M AUM | 0.01% | $21,625 | 1.3K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $20,580 | 1.2K | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $20,321 | 1.1K | Q4 2025OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.00% | $19,225 | 1.1K | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $18,865 | 1.1K | Q1 2026 |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.00% | $17,322 | 1.0K | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $17,306 | 1.0K | Q2 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $17,250 | 1.0K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $14,526 | 847 | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.00% | $14,406 | 840 | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $14,136 | 800 | Q4 2025OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $13,583 | 792 | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $13,074 | 762 | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $13,074 | 762 | Q1 2026 |
| Pathway Financial Advisers, LLC$354M AUM | 0.00% | $12,172 | 716 | Q3 2025OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $11,855 | 691 | Q1 2026 |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.00% | $11,233 | 655 | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $10,514 | 595 | Q4 2025OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $10,290 | 600 | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $10,000 | 586 | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $9,998 | 583 | Q1 2026 |
| Transce3nd, LLC$11M AUM | 0.00% | $9,882 | 591 | Q2 2025OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $9,192 | 536 | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $9,060 | 528 | Q1 2026 |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $8,987 | 524 | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $8,609 | 502 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $8,575 | 500 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.