RBB FD INC
CUSIP 74933W452
Rbb Fd Inc has 320 institutional holders in Filings Flow’s 13F database, together reporting 65.06M shares worth $3.2B as of Q1 2026. The largest reported holders are Morgan Stanley, Lpl Financial LLC, and Raymond James Financial Inc.
Institutional Holders
320
Q1 2026
Reported Value
$3.2B
Ticker
unmapped
private placement or foreign
Quarters Tracked
15
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY$1.67T AUM | 0.03% | $552M | 11.06M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.14% | $540M | 10.83M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.06% | $178M | 3.58M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $156M | 3.12M | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.11% | $119M | 2.38M | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.09% | $89M | 1.79M | Q1 2026 |
| Obermeyer Wealth Partners$2.2B AUM | 3.21% | $70M | 1.40M | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.65% | $60M | 1.21M | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.24% | $52M | 1.04M | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.51% | $51M | 1.03M | Q1 2026 |
| F/m Investments LLC$1.5B AUM | 3.02% | $45M | 911.1K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.51% | $45M | 897.5K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.09% | $42M | 849.6K | Q1 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 1.03% | $42M | 832.6K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.05% | $39M | 786.1K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.25% | $39M | 777.9K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $38M | 761.6K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.01% | $35M | 697.0K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $34M | 688.9K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.25% | $31M | 619.2K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.09% | $31M | 618.8K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.14% | $28M | 559.5K | Q1 2026 |
| Wealthquest Corp$1.4B AUM | 0.90% | $25M | 494.0K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.63% | $24M | 472.8K | Q1 2026 |
| Capital Investment Counsel, Inc$816M AUM | 2.80% | $23M | 458.8K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $22M | 444.3K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.03% | $22M | 444.1K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $21M | 418.3K | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.31% | $21M | 415.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.08% | $20M | 410.0K | Q1 2026 |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 2.27% | $20M | 391.2K | Q1 2026 |
| IBEX WEALTH ADVISORS$1.1B AUM | 1.81% | $19M | 390.8K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.05% | $19M | 388.0K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.37% | $19M | 379.0K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.07% | $17M | 347.9K | Q1 2026 |
| Proactive Wealth Strategies LLC$532M AUM | 3.10% | $17M | 331.0K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.03% | $16M | 320.8K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $15M | 306.0K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $15M | 301.4K | Q1 2026 |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 5.59% | $15M | 300.1K | Q1 2026 |
| TCFG Investment Advisors, LLC$297M AUM | 5.59% | $15M | 300.1K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.45% | $14M | 285.8K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.11% | $14M | 277.9K | Q1 2026 |
| Sterling Group Wealth Management, LLC$211M AUM | 6.49% | $14M | 275.3K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.02% | $13M | 259.4K | Q1 2026 |
| Generation Capital Management LLC$137M AUM | 9.42% | $13M | 258.6K | Q1 2026 |
| GRIES FINANCIAL LLC$633M AUM | 1.91% | $12M | 242.1K | Q3 2025OLDER |
| Strait & Sound Wealth Management LLC$269M AUM | 4.43% | $12M | 238.8K | Q1 2026 |
| Family Office Research LLC$230M AUM | 5.02% | $12M | 231.6K | Q1 2026 |
| Divergent Planning, LLC$392M AUM | 2.90% | $11M | 227.4K | Q4 2025OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.85% | $11M | 224.9K | Q1 2026 |
| Alpine Bank Wealth Management$688M AUM | 1.60% | $11M | 220.2K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.30% | $11M | 217.1K | Q3 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.05% | $11M | 213.9K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.01% | $9M | 185.3K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.35% | $9M | 185.2K | Q1 2026 |
| Coign Capital Advisors LLC$190M AUM | 4.84% | $9M | 184.8K | Q1 2026 |
| RIA Advisory Group LLC$421M AUM | 2.57% | $9M | 175.0K | Q2 2025OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.48% | $9M | 175.2K | Q1 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 0.48% | $8M | 161.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $8M | 160.7K | Q2 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $8M | 154.1K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.14% | $8M | 153.6K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $7M | 150.3K | Q4 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.08% | $7M | 146.1K | Q3 2025OLDER |
| &PARTNERS$20.2B AUM | 0.04% | $7M | 142.5K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.53% | $7M | 138.6K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.52% | $7M | 135.1K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.10% | $7M | 134.2K | Q1 2026 |
| Revolve Wealth Partners, LLC$965M AUM | 0.85% | $7M | 131.9K | Q1 2026 |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 3.04% | $6M | 124.2K | Q1 2026 |
| MANCHESTER FINANCIAL INC$521M AUM | 1.19% | $6M | 123.9K | Q1 2026 |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 0.88% | $6M | 121.9K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.61% | $6M | 118.6K | Q1 2026 |
| Fortis Group Advisors, LLC$605M AUM | 0.98% | $6M | 118.6K | Q1 2026 |
| Fiduciary Alliance LLC$1.7B AUM | 0.34% | $6M | 113.0K | Q1 2026 |
| Semmax Financial Advisors Inc.$388M AUM | 1.42% | $6M | 110.5K | Q2 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.15% | $5M | 108.3K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.32% | $5M | 106.9K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.18% | $5M | 106.3K | Q1 2026 |
| Cypress Capital, LLC$370M AUM | 1.50% | $5M | 105.6K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.91% | $5M | 105.6K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.06% | $5M | 103.9K | Q1 2026 |
| VISION FINANCIAL MARKETS LLC$102M AUM | 5.02% | $5M | 103.1K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.91% | $5M | 101.6K | Q1 2026 |
| Forum Financial Management, LP$7.1B AUM | 0.07% | $5M | 96.0K | Q1 2026 |
| Hilton Capital Management, LLC$1.3B AUM | 0.36% | $5M | 95.0K | Q1 2026 |
| Spinnaker Investment Group, LLC$491M AUM | 0.95% | $5M | 93.3K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.11% | $5M | 93.3K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.07% | $5M | 92.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $5M | 92.3K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $5M | 90.8K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.09% | $4M | 88.8K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.14% | $4M | 83.6K | Q4 2025OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.02% | $4M | 83.0K | Q1 2026 |
| Copia Wealth Management$146M AUM | 2.70% | $4M | 78.7K | Q1 2026 |
| Formidable Asset Management, LLC$648M AUM | 0.59% | $4M | 76.9K | Q1 2026 |
| Global View Capital Management LLC$377M AUM | 1.01% | $4M | 76.2K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $4M | 75.3K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.08% | $4M | 72.8K | Q1 2026 |
| Bright Futures Wealth Management, LLC.$146M AUM | 2.43% | $4M | 71.3K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.16% | $4M | 71.1K | Q1 2026 |
| Kraft, Davis & Associates, LLC$479M AUM | 0.79% | $4M | 70.2K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 70.0K | Q1 2026 |
| MATAURO, LLC$692M AUM | 0.49% | $3M | 67.8K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.40% | $3M | 65.7K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.06% | $3M | 65.2K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.04% | $3M | 62.4K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.14% | $3M | 61.6K | Q2 2025OLDER |
| Crew Capital Management, Ltd$151M AUM | 1.90% | $3M | 57.5K | Q1 2026 |
| KW WEALTH MANAGEMENT LLC$0 AUM | 4.33% | $3M | 57.2K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 53.1K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.05% | $3M | 52.2K | Q1 2026 |
| GatePass Capital, LLC$214M AUM | 1.20% | $3M | 51.8K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.17% | $3M | 50.4K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $2M | 49.7K | Q1 2026 |
| Longview Financial Advisors, Inc.$171M AUM | 1.50% | $2M | 49.3K | Q1 2026 |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 1.02% | $2M | 48.8K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.11% | $2M | 48.2K | Q4 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.04% | $2M | 48.0K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.07% | $2M | 47.9K | Q1 2026 |
| Balefire, LLC$613M AUM | 0.45% | $2M | 47.7K | Q1 2026 |
| Rareview Capital LLC$171M AUM | 1.42% | $2M | 46.4K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 46.3K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 46.0K | Q4 2025OLDER |
| Silver Coast Investments LLC$313M AUM | 0.73% | $2M | 45.7K | Q1 2026 |
| Wealth Advisory Solutions, LLC$449M AUM | 0.51% | $2M | 45.5K | Q1 2026 |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.21% | $2M | 45.2K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.09% | $2M | 44.3K | Q1 2026 |
| Maia Wealth LLC$591M AUM | 0.37% | $2M | 44.1K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.14% | $2M | 43.9K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 43.0K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2M | 43.0K | Q1 2026 |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 1.54% | $2M | 42.2K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 42.1K | Q1 2026 |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 0.16% | $2M | 42.0K | Q1 2026 |
| SFG Wealth Management, LLC.$243M AUM | 0.85% | $2M | 41.6K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.06% | $2M | 41.5K | Q1 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 1.10% | $2M | 40.3K | Q1 2026 |
| TABLEAUX LLC$206M AUM | 0.80% | $2M | 40.0K | Q3 2025OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.26% | $2M | 39.8K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 39.4K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.10% | $2M | 38.5K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 38.2K | Q2 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.02% | $2M | 37.4K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.12% | $2M | 37.3K | Q1 2026 |
| Redwood Family Wealth LLC$102M AUM | 1.79% | $2M | 36.8K | Q1 2026 |
| Stegent Equity Advisors, Inc.$117M AUM | 1.62% | $2M | 36.5K | Q2 2025OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.20% | $2M | 36.3K | Q1 2026 |
| Ruggiero Investments, Inc.$103M AUM | 1.74% | $2M | 36.1K | Q1 2026 |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 1.11% | $2M | 35.9K | Q1 2026 |
| Robinhood Asset Management, LLC$1.4B AUM | 0.14% | $2M | 35.8K | Q4 2025OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 1.14% | $2M | 35.0K | Q1 2026 |
| Opus Capital Group, LLC$930M AUM | 0.18% | $2M | 33.5K | Q1 2026 |
| Harbour Capital Advisors, LLC$525M AUM | 0.32% | $2M | 33.2K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.13% | $2M | 33.0K | Q2 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $2M | 32.1K | Q2 2025OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.11% | $2M | 32.2K | Q1 2026 |
| Ignite Planners, LLC$648M AUM | 0.25% | $2M | 32.3K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.07% | $2M | 32.0K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.00% | $2M | 31.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 31.3K | Q1 2026 |
| Exit Wealth Advisors, LLC.$195M AUM | 0.76% | $1M | 29.6K | Q1 2026 |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 0.55% | $1M | 29.1K | Q1 2026 |
| Transcendent Capital Group LLC$219M AUM | 0.66% | $1M | 29.1K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $1M | 28.9K | Q2 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.07% | $1M | 28.3K | Q1 2026 |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.33% | $1M | 27.7K | Q1 2026 |
| CWA Asset Management Group, LLC$2.9B AUM | 0.05% | $1M | 27.6K | Q1 2026 |
| Clarus Group, Inc.$279M AUM | 0.48% | $1M | 26.7K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.06% | $1M | 26.6K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.04% | $1M | 25.9K | Q1 2026 |
| Cane Capital Partners, LLC$229M AUM | 0.56% | $1M | 25.8K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 25.7K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $1M | 25.7K | Q4 2025OLDER |
| PITCAIRN CO$0 AUM | 0.08% | $1M | 25.4K | Q2 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.04% | $1M | 24.3K | Q1 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.17% | $1M | 24.2K | Q1 2026 |
| Prostatis Group LLC$391M AUM | 0.31% | $1M | 24.1K | Q1 2026 |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.41% | $1M | 24.0K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 23.9K | Q1 2026 |
| Widmann Financial Services, Inc.$168M AUM | 0.70% | $1M | 23.7K | Q1 2026 |
| Investment Research Partners LLC$246M AUM | 0.48% | $1M | 23.6K | Q1 2026 |
| Avail Investment Partners, LLC$94M AUM | 1.26% | $1M | 23.6K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 23.3K | Q1 2026 |
| ALTFEST L J & CO INC$935M AUM | 0.12% | $1M | 23.1K | Q1 2026 |
| Accredited Investors Inc.$1.9B AUM | 0.06% | $1M | 22.5K | Q3 2025OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.49% | $1M | 22.0K | Q2 2025OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.37% | $1M | 21.8K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.31% | $1M | 21.6K | Q4 2025OLDER |
| KG Capital Management$139M AUM | 0.77% | $1M | 21.5K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.02% | $1M | 21.3K | Q2 2025OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 0.16% | $1M | 20.9K | Q4 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.35% | $1M | 20.4K | Q1 2026 |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.58% | $1M | 20.0K | Q1 2026 |
| Bull Harbor Capital LLC$373M AUM | 0.27% | $999,693 | 20.1K | Q1 2026 |
| Everstar Asset Management, LLC$188M AUM | 0.51% | $949,883 | 19.1K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $939,191 | 18.8K | Q1 2026 |
| Impact Partnership Wealth, LLC$810M AUM | 0.12% | $938,914 | 18.8K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $933,892 | 18.7K | Q1 2026 |
| Gitterman Wealth Management, LLC$436M AUM | 0.21% | $928,383 | 18.6K | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $918,670 | 18.4K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.05% | $916,225 | 18.4K | Q1 2026 |
| Emerald Investment Advisers, LLC$1.1B AUM | 0.08% | $909,405 | 18.2K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $908,000 | 18.2K | Q1 2026 |
| TruWealth Advisors, LLC$2.1B AUM | 0.04% | $903,826 | 18.1K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $902,562 | 18.1K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $891,547 | 17.9K | Q1 2026 |
| Capital Square, LLC$217M AUM | 0.41% | $890,471 | 17.8K | Q1 2026 |
| Core Wealth Partners LLC$235M AUM | 0.41% | $884,068 | 17.7K | Q1 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.28% | $865,420 | 17.4K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $864,300 | 17.3K | Q3 2025OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.07% | $863,944 | 17.3K | Q2 2025OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.52% | $834,333 | 16.7K | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.06% | $812,848 | 16.3K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.04% | $806,186 | 16.2K | Q1 2026 |
| Apollon Financial, LLC$723M AUM | 0.11% | $797,187 | 16.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $784,609 | 15.7K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $772,830 | 15.5K | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.20% | $771,213 | 15.5K | Q1 2026 |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.25% | $769,539 | 15.4K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.05% | $768,823 | 15.4K | Q2 2025OLDER |
| Claris Financial LLC$183M AUM | 0.41% | $758,542 | 15.2K | Q1 2026 |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 0.71% | $740,421 | 14.8K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.03% | $694,600 | 13.9K | Q1 2026 |
| CEERA INVESTMENTS, LLC$228M AUM | 0.30% | $678,445 | 13.6K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $674,827 | 13.5K | Q4 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $671,864 | 13.5K | Q1 2026 |
| Aviance Capital Partners, LLC$854M AUM | 0.08% | $664,135 | 13.3K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.06% | $663,337 | 13.3K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.02% | $661,293 | 13.3K | Q1 2026 |
| Oxbow Advisors, LLC$1.2B AUM | 0.06% | $653,365 | 13.1K | Q1 2026 |
| Briggs Wealth Management, Inc$94M AUM | 0.69% | $652,867 | 13.1K | Q1 2026 |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.18% | $641,818 | 12.9K | Q1 2026 |
| WMG Financial Advisors, LLC$240M AUM | 0.27% | $640,999 | 12.9K | Q1 2026 |
| Diversified Trust Co$5.4B AUM | 0.01% | $623,399 | 12.5K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $611,184 | 12.3K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $607,603 | 12.2K | Q1 2026 |
| A4 Wealth Advisors LLC$122M AUM | 0.49% | $599,317 | 12.0K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.02% | $581,539 | 11.7K | Q1 2026 |
| Royal Fund Management, LLC$1.1B AUM | 0.05% | $575,026 | 11.5K | Q1 2026 |
| Accurate Wealth Management, LLC$831M AUM | 0.07% | $567,090 | 11.4K | Q1 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.04% | $566,459 | 11.4K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $564,893 | 11.3K | Q2 2025OLDER |
| KPP Advisory Services LLC$689M AUM | 0.08% | $555,241 | 11.1K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $548,460 | 11.0K | Q1 2026 |
| Encompass More Asset Management$597M AUM | 0.09% | $543,875 | 10.9K | Q1 2026 |
| Hamilton Wealth, LLC$513M AUM | 0.11% | $541,828 | 10.9K | Q1 2026 |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.01% | $537,865 | 10.8K | Q3 2025OLDER |
| Integras Partners LLC$152M AUM | 0.35% | $535,247 | 10.7K | Q1 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.12% | $534,723 | 10.7K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.05% | $526,023 | 10.6K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $526,023 | 10.6K | Q1 2026 |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.25% | $521,536 | 10.5K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $518,694 | 10.4K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.02% | $516,300 | 10.4K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.02% | $514,511 | 10.3K | Q1 2026 |
| Elmwood Wealth Management, Inc.$400M AUM | 0.14% | $514,306 | 10.3K | Q1 2026 |
| Strong Tower Advisory Services$531M AUM | 0.09% | $503,337 | 10.1K | Q1 2026 |
| Rockport Wealth LLC$549M AUM | 0.09% | $500,049 | 10.0K | Q1 2026 |
| Outlook Wealth Advisors, LLC$413M AUM | 0.12% | $499,351 | 10.0K | Q1 2026 |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 0.28% | $498,600 | 10.0K | Q1 2026 |
| Sunrise Financial Services, LLC$141M AUM | 0.35% | $494,921 | 9.9K | Q1 2026 |
| Park Edge Advisors, LLC$434M AUM | 0.11% | $493,639 | 9.9K | Q1 2026 |
| Mattern Wealth Management LLC$513M AUM | 0.10% | $490,423 | 9.8K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.07% | $488,628 | 9.8K | Q1 2026 |
| TrueWealth Advisors, LLC$444M AUM | 0.12% | $487,870 | 9.8K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.02% | $486,500 | 9.7K | Q3 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.05% | $484,439 | 9.7K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $477,691 | 9.6K | Q1 2026 |
| Quartz Partners, LLC$259M AUM | 0.17% | $477,250 | 9.5K | Q3 2025OLDER |
| CX Institutional$3.5B AUM | 0.01% | $472,000 | 9.5K | Q1 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC$122M AUM | 0.39% | $469,830 | 9.4K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $460,415 | 9.2K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.02% | $454,000 | 9.1K | Q1 2026 |
| Prosperity Wealth Management, Inc.$300M AUM | 0.15% | $453,409 | 9.1K | Q1 2026 |
| Wealthstar Advisors, LLC$213M AUM | 0.20% | $444,921 | 8.9K | Q4 2025OLDER |
| Financial Guidance Group, Inc.$249M AUM | 0.18% | $443,754 | 8.9K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $443,754 | 8.9K | Q1 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM | 0.30% | $439,366 | 8.8K | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.22% | $424,463 | 8.5K | Q1 2026 |
| Integrity Financial Corp /WA$201M AUM | 0.21% | $419,890 | 8.4K | Q4 2025OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.09% | $404,126 | 8.1K | Q1 2026 |
| Cassilly Financial Group LLC$115M AUM | 0.35% | $403,892 | 8.1K | Q1 2026 |
| Keel Point, LLC$1.5B AUM | 0.03% | $400,560 | 8.0K | Q2 2025OLDER |
| RiverTree Advisors, LLC$158M AUM | 0.26% | $400,300 | 8.0K | Q3 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $394,271 | 7.9K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.06% | $385,684 | 7.7K | Q1 2026 |
| UPTICK PARTNERS, LLC$502M AUM | 0.08% | $385,268 | 7.7K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $384,819 | 7.7K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $375,752 | 7.5K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $375,246 | 7.5K | Q1 2026 |
| VISTA FINANCE, LLC$126M AUM | 0.25% | $373,250 | 7.5K | Q3 2025OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.03% | $363,978 | 7.3K | Q1 2026 |
| Strategic Advocates LLC$23M AUM | 0.09% | $360,283 | 7.2K | Q4 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $359,947 | 7.2K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $349,668 | 7.0K | Q1 2026 |
| Tuttle Capital Management, LLC$61M AUM | 0.77% | $349,160 | 7.0K | Q4 2025OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.04% | $348,023 | 7.0K | Q1 2026 |
| VanWeelden Wealth Management, LLC$125M AUM | 0.28% | $344,882 | 6.9K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $341,491 | 6.8K | Q1 2026 |
| Latitude Advisors, LLC$218M AUM | 0.15% | $328,476 | 6.6K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $318,868 | 6.4K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.07% | $317,408 | 6.3K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.27% | $314,244 | 6.3K | Q4 2025OLDER |
| Sunpointe, LLC$305M AUM | 0.10% | $312,323 | 6.3K | Q1 2026 |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 0.23% | $307,019 | 6.1K | Q2 2025OLDER |
| PenderFund Capital Management Ltd.$639M AUM | 0.07% | $299,970 | 6.0K | Q2 2025OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.02% | $299,700 | 6.0K | Q1 2026 |
| Davis Wealth Advisors, LLC$120M AUM | 0.25% | $296,667 | 6.0K | Q1 2026 |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.00% | $287,471 | 5.8K | Q2 2025OLDER |
| Crown Wealth Group, LLC$340M AUM | 0.08% | $285,168 | 5.7K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $276,224 | 5.5K | Q1 2026 |
| Samalin Investment Counsel, LLC$282M AUM | 0.10% | $274,230 | 5.5K | Q1 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.12% | $270,649 | 5.4K | Q4 2025OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.01% | $269,344 | 5.4K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $267,998 | 5.4K | Q1 2026 |
| Astra Wealth Partners LLC$168M AUM | 0.16% | $266,552 | 5.3K | Q1 2026 |
| Camarda Financial Advisors, LLC$190M AUM | 0.14% | $264,956 | 5.3K | Q1 2026 |
| Roxbury Financial LLC$126M AUM | 0.24% | $262,629 | 5.3K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $261,833 | 5.3K | Q1 2026 |
| Wellington Shields & Co., LLC$392M AUM | 0.07% | $261,765 | 5.3K | Q1 2026 |
| Centerpoint Advisory Group$133M AUM | 0.20% | $260,020 | 5.2K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.06% | $256,250 | 5.1K | Q3 2025OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $252,850 | 5.1K | Q3 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $250,731 | 5.0K | Q1 2026 |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.02% | $250,449 | 5.0K | Q1 2026 |
| Summit X, LLC$0 AUM | 0.05% | $249,500 | 5.0K | Q2 2025OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.03% | $249,300 | 5.0K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $248,175 | 5.0K | Q2 2025OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 0.01% | $244,414 | 4.9K | Q4 2025OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.01% | $242,113 | 4.9K | Q4 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $241,968 | 4.9K | Q4 2025OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.10% | $237,578 | 4.8K | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $237,418 | 4.7K | Q3 2025OLDER |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 0.19% | $237,400 | 4.7K | Q3 2025OLDER |
| WT Wealth Management$336M AUM | 0.07% | $236,735 | 4.7K | Q1 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.13% | $230,652 | 4.6K | Q1 2026 |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.15% | $229,448 | 4.6K | Q4 2025OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.13% | $229,356 | 4.6K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $229,321 | 4.6K | Q3 2025OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.04% | $228,857 | 4.6K | Q1 2026 |
| Ballast Financial Advisors LLC$98M AUM | 0.23% | $220,182 | 4.4K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $219,578 | 4.4K | Q2 2025OLDER |
| Summit Place Financial Advisors, LLC$208M AUM | 0.11% | $219,472 | 4.4K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $217,578 | 4.4K | Q2 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $215,785 | 4.3K | Q4 2025OLDER |
| Indivisible Partners$1.1B AUM | 0.02% | $214,162 | 4.3K | Q1 2026 |
| Elevation Wealth Management LLC$109M AUM | 0.20% | $213,947 | 4.3K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $211,398 | 4.2K | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $209,928 | 4.2K | Q4 2025OLDER |
| Genesee Capital Advisors, LLC$239M AUM | 0.09% | $208,847 | 4.2K | Q3 2025OLDER |
| Lindenwold Advisors, INC$212M AUM | 0.10% | $207,450 | 4.1K | Q4 2025OLDER |
| Dakota Wealth Management$4.6B AUM | 0.00% | $206,870 | 4.1K | Q1 2026 |
| Claro Advisors Inc.$830M AUM | 0.02% | $202,949 | 4.1K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $201,229 | 4.0K | Q2 2025OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.01% | $200,088 | 4.0K | Q4 2025OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.01% | $162,000 | 3.2K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $149,550 | 3.0K | Q1 2026 |
| Legacy Investment Solutions, LLC$192M AUM | 0.07% | $142,286 | 2.8K | Q2 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.07% | $141,902 | 2.8K | Q1 2026 |
| Luminist Capital LLC$75M AUM | 0.19% | $139,807 | 2.8K | Q1 2026 |
| Turning Point Benefit Group, Inc.$157M AUM | 0.07% | $138,816 | 2.8K | Q4 2025OLDER |
| Realta Investment Advisors$288M AUM | 0.04% | $124,650 | 2.5K | Q1 2026 |
| S.A. Mason LLC$266M AUM | 0.05% | $123,404 | 2.5K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $115,725 | 2.3K | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.01% | $89,798 | 1.8K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $86,158 | 1.7K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $59,832 | 1.2K | Q1 2026 |
| Napier Financial, LLC$436M AUM | 0.01% | $57,414 | 1.2K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $54,946 | 1.1K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $52,307 | 1.0K | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $45,050 | 901 | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $42,000 | 834 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $40,951 | 821 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $35,177 | 706 | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $29,916 | 600 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $27,224 | 546 | Q1 2026 |
| GoalVest Advisory LLC$539M AUM | 0.01% | $25,927 | 520 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $24,930 | 500 | Q1 2026 |
| TSFG, LLC$659M AUM | 0.00% | $22,000 | 438 | Q1 2026 |
| Guerra Advisors Inc$271M AUM | 0.01% | $20,550 | 411 | Q3 2025OLDER |
| Sankala Group LLC$122M AUM | 0.02% | $20,392 | 408 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $18,416 | 369 | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $18,348 | 368 | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $15,506 | 311 | Q1 2026 |
| IFG Advisory, LLC$35M AUM | 0.04% | $15,003 | 301 | Q1 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $10,179 | 204 | Q2 2025OLDER |
| NFSG Corp$608M AUM | 0.00% | $10,000 | 200 | Q3 2025OLDER |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $7,000 | 135 | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $6,986 | 140 | Q2 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $6,008 | 120 | Q4 2025OLDER |
| YANKCOM Partnership$243M AUM | 0.00% | $4,986 | 100 | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $4,258 | 85 | Q1 2026 |
| High Point Wealth Management, LLC$104M AUM | 0.00% | $4,138 | 83 | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $3,000 | 60 | Q3 2025OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.00% | $2,992 | 60 | Q1 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $2,650 | 53 | Q2 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $2,194 | 44 | Q1 2026 |
| Coston, McIsaac & Partners$443M AUM | 0.00% | $2,000 | 50 | Q4 2025OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $1,600 | 32 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $848 | 17 | Q1 2026 |
| True Link Financial Advisors, LLC$1.6B AUM | 0.00% | $698 | 14 | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $108 | 2 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.