SPDR SERIES TRUST
CUSIP 78464A201
Spdr Series Trust has 514 institutional holders in Filings Flow’s 13F database, together reporting 1.61M shares worth $177M as of Q2 2026. The largest reported holders are Lpl Financial LLC, Financial Engines Advisors L.L.C., and Morgan Stanley.
Institutional Holders
514
Q2 2026
Reported Value
$2.8B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Fortitude Financial, LLC$111M AUM | 16.16% | $20M | 250.7K | Q3 2025OLDER |
| Optimist Retirement Group LLC$227M AUM | 5.70% | $13M | 133.8K | Q1 2026OLDER |
| Nvest Wealth Strategies, Inc.$143M AUM | 4.75% | $7M | 70.2K | Q1 2026OLDER |
| Roan Capital Partners$121M AUM | 4.23% | $5M | 42.8K | Q2 2026 |
| Shakespeare Wealth Management, LLC$422M AUM | 4.17% | $18M | 182.3K | Q1 2026OLDER |
| BALANCED WEALTH GROUP LLC$279M AUM | 4.12% | $12M | 119.0K | Q1 2026OLDER |
| Rodgers & Associates, LTD$982M AUM | 4.11% | $40M | 418.3K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 4.11% | $64M | 538.8K | Q2 2026 |
| AIRE ADVISORS, LLC$547M AUM | 4.02% | $22M | 227.7K | Q1 2026OLDER |
| HRC WEALTH MANAGEMENT, LLC$212M AUM | 3.47% | $7M | 76.1K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$518M AUM | 3.30% | $17M | 176.9K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 3.18% | $7M | 75.5K | Q3 2025OLDER |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 3.07% | $5M | 48.6K | Q1 2026OLDER |
| Leslie Global Wealth, LLC$190M AUM | 3.01% | $6M | 59.2K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 2.98% | $8M | 78.4K | Q1 2026OLDER |
| Marathon Mission, Inc.$200M AUM | 2.88% | $6M | 48.4K | Q2 2026 |
| Livet Wealth, LLC$157M AUM | 2.87% | $5M | 46.6K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 2.85% | $52M | 539.3K | Q1 2026OLDER |
| Junk Investment Group, LLC$191M AUM | 2.82% | $5M | 55.6K | Q1 2026OLDER |
| Leicht Financial Planning & Wealth Management, Inc.$220M AUM | 2.50% | $6M | 57.1K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 2.44% | $5M | 52.0K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 2.40% | $4M | 46.0K | Q1 2026OLDER |
| Midwest Financial Group LLC$234M AUM | 2.10% | $5M | 51.0K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 2.06% | $33M | 343.0K | Q2 2026 |
| TME FINANCIAL, INC.$144M AUM | 2.00% | $3M | 29.9K | Q1 2026OLDER |
| Convergence Financial, LLC$943M AUM | 1.99% | $19M | 192.8K | Q1 2026OLDER |
| Barden Capital Management, Inc.$117M AUM | 1.94% | $2M | 23.5K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 1.94% | $16M | 163.5K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 1.93% | $3M | 29.1K | Q1 2026OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 1.91% | $7M | 75.4K | Q1 2026OLDER |
| Roberts Financial Services LLC$314M AUM | 1.86% | $6M | 60.5K | Q1 2026OLDER |
| O'Dell Group, LLC$466M AUM | 1.81% | $8M | 89.7K | Q3 2025OLDER |
| Dynamic Financial Group$122M AUM | 1.76% | $2M | 22.3K | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 1.76% | $6M | 66.5K | Q1 2026OLDER |
| GEN Financial Management, INC.$162M AUM | 1.71% | $3M | 28.6K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 1.70% | $5M | 51.3K | Q1 2026OLDER |
| Collier Financial$131M AUM | 1.65% | $2M | 22.4K | Q1 2026OLDER |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 1.64% | $2M | 17.8K | Q1 2026OLDER |
| RAINEY & RANDALL WEALTH ADVISORS INC.$616M AUM | 1.61% | $10M | 102.8K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 1.48% | $1M | 15.5K | Q1 2026OLDER |
| Financial Strategies Group, Inc.$598M AUM | 1.48% | $9M | 82.5K | Q1 2026OLDER |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 1.47% | $3M | 30.8K | Q1 2026OLDER |
| Forbes Financial Planning, Inc.$173M AUM | 1.47% | $3M | 26.3K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 1.43% | $8M | 83.1K | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 1.36% | $11M | 118.2K | Q1 2026OLDER |
| Compton Financial Group, LLC$453M AUM | 1.33% | $6M | 62.1K | Q1 2026OLDER |
| Inman Jager Wealth Management, LLC$171M AUM | 1.25% | $2M | 22.2K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 1.22% | $3M | 24.6K | Q1 2026OLDER |
| May Barnhard Investments LLC$206M AUM | 1.19% | $2M | 25.3K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 1.18% | $37M | 352.2K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 1.17% | $42M | 433.7K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 1.06% | $66M | 682.3K | Q1 2026OLDER |
| Clarus Wealth Advisors$235M AUM | 1.06% | $2M | 25.1K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 1.06% | $7M | 77.3K | Q3 2025OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 1.05% | $2M | 22.4K | Q1 2026OLDER |
| Financial Security Advisor, Inc.$544M AUM | 1.04% | $6M | 58.3K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 1.01% | $3M | 28.8K | Q4 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.99% | $24M | 249.8K | Q1 2026OLDER |
| LTG Capital LLC$131M AUM | 0.99% | $1M | 13.4K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 0.98% | $2M | 13.2K | Q2 2026 |
| Capital Squared Financial LLC$131M AUM | 0.96% | $1M | 13.0K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.94% | $20M | 204.1K | Q1 2026OLDER |
| Clear Retirement Advice LLC$127M AUM | 0.91% | $1M | 12.0K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.91% | $2M | 20.1K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 0.89% | $5M | 49.3K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.88% | $32M | 333.5K | Q1 2026OLDER |
| Whitegate Investment Counselors, Inc.$315M AUM | 0.85% | $3M | 27.6K | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 0.71% | $4M | 46.3K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.71% | $7M | 76.0K | Q1 2026OLDER |
| Strategies Wealth Advisors, LLC$995M AUM | 0.71% | $7M | 72.9K | Q1 2026OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.70% | $2M | 21.2K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.69% | $9M | 91.8K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.67% | $20M | 203.7K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.66% | $2M | 19.4K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.66% | $3M | 34.6K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.62% | $900,261 | 9.3K | Q1 2026OLDER |
| Smart Portfolios, LLC$100M AUM | 0.62% | $621,750 | 6.4K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.59% | $5M | 55.0K | Q1 2026OLDER |
| MOTIVE WEALTH ADVISORS$213M AUM | 0.56% | $1M | 12.4K | Q1 2026OLDER |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 0.53% | $3M | 21.6K | Q2 2026 |
| Gibbs Wealth Management$762M AUM | 0.53% | $4M | 41.7K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.53% | $5M | 48.6K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.53% | $7M | 76.6K | Q1 2026OLDER |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 0.52% | $2M | 20.7K | Q1 2026OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 0.51% | $2M | 21.8K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.50% | $7M | 77.1K | Q1 2026OLDER |
| Equity Wealth Partners, LLC$155M AUM | 0.49% | $760,780 | 7.9K | Q1 2026OLDER |
| Friday Financial$373M AUM | 0.49% | $2M | 15.5K | Q2 2026 |
| Csenge Advisory Group$2.2B AUM | 0.46% | $10M | 104.3K | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 0.44% | $4M | 39.7K | Q1 2026OLDER |
| Courage Miller Partners, LLC$354M AUM | 0.44% | $2M | 15.9K | Q1 2026OLDER |
| Tempo Wealth, LLC$573M AUM | 0.43% | $2M | 25.8K | Q1 2026OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 0.43% | $831,222 | 8.6K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.42% | $8M | 67.0K | Q2 2026 |
| Diversified Investment Strategies, LLC$157M AUM | 0.42% | $655,760 | 6.8K | Q1 2026OLDER |
| Stonebridge Wealth Management, LLC$104M AUM | 0.41% | $431,789 | 4.5K | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.41% | $3M | 27.7K | Q1 2026OLDER |
| Navigate Wealth Management, LLC$142M AUM | 0.41% | $582,953 | 5.5K | Q1 2026OLDER |
| Crescent Sterling, Ltd.$112M AUM | 0.39% | $438,041 | 3.7K | Q2 2026 |
| IFS Group,LLC$112M AUM | 0.38% | $427,928 | 4.4K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.37% | $3M | 28.5K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.37% | $9M | 94.2K | Q1 2026OLDER |
| Payne Capital Management, LLC$331M AUM | 0.35% | $1M | 12.1K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.35% | $3M | 34.9K | Q1 2026OLDER |
| ABOUND FINANCIAL, LLC$229M AUM | 0.35% | $806,911 | 8.4K | Q1 2026OLDER |
| Triangle Securities Wealth Management$441M AUM | 0.35% | $2M | 17.7K | Q4 2025OLDER |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 0.35% | $1M | 10.6K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.34% | $2M | 16.2K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.34% | $488,511 | 5.1K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.32% | $4M | 41.2K | Q3 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.32% | $5M | 46.6K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.32% | $2M | 21.2K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.31% | $2M | 19.0K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.31% | $554,718 | 5.9K | Q3 2025OLDER |
| Partners in Financial Planning$603M AUM | 0.30% | $2M | 18.7K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.29% | $3M | 28.1K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.29% | $3M | 29.7K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.29% | $20M | 210.9K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.29% | $1M | 11.4K | Q2 2026 |
| Fingerlakes Wealth Management, Inc.$151M AUM | 0.28% | $428,814 | 4.4K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.28% | $533,632 | 5.5K | Q1 2026OLDER |
| Laraway Financial Advisors Inc$142M AUM | 0.27% | $380,200 | 3.9K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 0.27% | $296,980 | 2.7K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 0.26% | $814,459 | 8.4K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 0.26% | $613,537 | 6.3K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.26% | $863,138 | 8.9K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.26% | $1M | 13.9K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.26% | $2M | 15.7K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.25% | $1M | 10.5K | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 0.25% | $1M | 10.8K | Q1 2026OLDER |
| Slagle Financial, LLC$303M AUM | 0.24% | $729,635 | 7.6K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.24% | $3M | 31.0K | Q1 2026OLDER |
| Grant Private Wealth Management Inc$237M AUM | 0.24% | $564,676 | 4.7K | Q2 2026 |
| Financial Advisors Network, Inc.$724M AUM | 0.23% | $2M | 17.3K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.23% | $277,450 | 2.9K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 0.23% | $787,067 | 8.1K | Q1 2026OLDER |
| Towerpoint Wealth, LLC$289M AUM | 0.23% | $652,826 | 5.5K | Q2 2026 |
| Vestwell Advisors, LLC$365M AUM | 0.22% | $818,666 | 8.5K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 0.22% | $362,760 | 3.8K | Q1 2026OLDER |
| Cadia Private Client LLC$123M AUM | 0.22% | $265,705 | 2.8K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.22% | $2M | 16.0K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.21% | $106M | 1.09M | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.21% | $805M | 8.33M | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.21% | $2M | 25.2K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.20% | $791,704 | 8.2K | Q1 2026OLDER |
| LOWERY THOMAS, LLC$175M AUM | 0.20% | $346,737 | 3.6K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.20% | $486,471 | 5.0K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.20% | $822,264 | 8.5K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.20% | $4M | 45.1K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.20% | $3M | 31.1K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.19% | $356,179 | 3.7K | Q1 2026OLDER |
| 4WEALTH ADVISORS, INC.$117M AUM | 0.19% | $224,504 | 2.4K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 0.19% | $711,744 | 6.0K | Q2 2026 |
| Hudson Portfolio Management LLC$119M AUM | 0.19% | $224,642 | 2.3K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.18% | $837,809 | 8.7K | Q1 2026OLDER |
| BLVD Private Wealth, LLC$115M AUM | 0.18% | $205,318 | 2.1K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.17% | $2M | 23.6K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.17% | $2M | 22.8K | Q4 2025OLDER |
| Destiny Capital Corp/CO$188M AUM | 0.17% | $321,358 | 3.3K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.17% | $8M | 82.4K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.17% | $4M | 37.1K | Q1 2026OLDER |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 0.17% | $647,710 | 5.4K | Q2 2026 |
| Mascagni Wealth Management, Inc.$140M AUM | 0.17% | $233,897 | 2.4K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.16% | $505,805 | 5.2K | Q1 2026OLDER |
| Urban Financial Advisory Corp$283M AUM | 0.16% | $460,925 | 4.8K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.16% | $5M | 49.8K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.16% | $8M | 70.4K | Q2 2026 |
| Wellington Grp LLC$300M AUM | 0.16% | $473,870 | 5.0K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.15% | $30M | 314.3K | Q1 2026OLDER |
| Tiller Private Wealth, Inc.$281M AUM | 0.15% | $407,891 | 4.3K | Q3 2025OLDER |
| Wealth Advisors Northwest LLC$238M AUM | 0.14% | $345,602 | 3.6K | Q1 2026OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 0.14% | $487,176 | 5.0K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.14% | $475,605 | 5.0K | Q3 2025OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 0.14% | $564,177 | 4.7K | Q2 2026 |
| UNIVEST FINANCIAL Corp$1.8B AUM | 0.14% | $2M | 25.5K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.14% | $203,384 | 2.2K | Q3 2025OLDER |
| TFB Advisors LLC$191M AUM | 0.13% | $482,305 | 5.1K | Q4 2025OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.13% | $448,317 | 4.6K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.13% | $3M | 28.7K | Q2 2026 |
| Occidental Asset Management, LLC$844M AUM | 0.13% | $1M | 11.5K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.13% | $3M | 36.1K | Q1 2026OLDER |
| Bishop & Co Investment Management, LLC$292M AUM | 0.13% | $389,664 | 4.1K | Q4 2025OLDER |
| Future Fund LLC$284M AUM | 0.11% | $323,672 | 3.4K | Q3 2025OLDER |
| Wrenne Financial Planning LLC$255M AUM | 0.11% | $288,853 | 3.0K | Q1 2026OLDER |
| Sensible Money, LLC$329M AUM | 0.11% | $366,796 | 3.8K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.11% | $360,303 | 3.0K | Q2 2026 |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.11% | $1M | 13.7K | Q1 2026OLDER |
| Orin Green Financial, LLC$244M AUM | 0.11% | $271,019 | 2.8K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.11% | $3M | 26.0K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.11% | $17M | 182.2K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.11% | $1M | 11.8K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.11% | $233,941 | 2.4K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.11% | $1M | 13.3K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.11% | $5M | 47.8K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.11% | $10M | 102.6K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.11% | $2M | 24.7K | Q1 2026OLDER |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA$382M AUM | 0.11% | $402,943 | 4.2K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.10% | $827,509 | 8.6K | Q1 2026OLDER |
| Share Andrew L.$214M AUM | 0.10% | $210,632 | 2.2K | Q1 2026OLDER |
| Altura Wealth Advisors Inc.$229M AUM | 0.10% | $221,450 | 2.3K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.10% | $4M | 40.6K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.10% | $10M | 99.3K | Q1 2026OLDER |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 0.10% | $318,438 | 3.3K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.09% | $279,234 | 2.9K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.09% | $615,022 | 6.5K | Q3 2025OLDER |
| AVISO WEALTH MANAGEMENT$222M AUM | 0.09% | $211,233 | 2.2K | Q3 2025OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.09% | $406,470 | 3.4K | Q2 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.09% | $4M | 46.0K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.09% | $668,969 | 6.9K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.09% | $970,645 | 10.0K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.09% | $149,454 | 1.5K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.09% | $527,638 | 5.5K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.08% | $3M | 23.0K | Q2 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 0.08% | $201,887 | 2.1K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 0.08% | $217,950 | 2.3K | Q3 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.08% | $935,895 | 9.5K | Q1 2026OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.08% | $164,254 | 1.7K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.08% | $10M | 106.0K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.08% | $712,037 | 6.0K | Q2 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.08% | $346,479 | 3.6K | Q1 2026OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 0.08% | $221,550 | 2.3K | Q1 2026OLDER |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 0.08% | $407,796 | 4.2K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.08% | $2M | 21.6K | Q2 2026 |
| Commonwealth Financial Services, LLC$632M AUM | 0.08% | $500,492 | 5.2K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 0.08% | $221,067 | 2.3K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.08% | $2M | 25.3K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 0.08% | $200,970 | 2.1K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.08% | $373,306 | 3.9K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.08% | $1M | 13.3K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.08% | $709,867 | 7.3K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.08% | $1M | 10.8K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.07% | $214,290 | 2.2K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.07% | $15M | 158.6K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.07% | $437,106 | 3.7K | Q2 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.07% | $491,989 | 5.1K | Q1 2026OLDER |
| FIDUCIARY FAMILY OFFICE, LLC$351M AUM | 0.07% | $245,648 | 2.6K | Q4 2025OLDER |
| Eagle Strategies LLC$837M AUM | 0.07% | $587,284 | 6.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.07% | $4M | 44.2K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.06% | $622,456 | 6.4K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.06% | $5M | 51.9K | Q1 2026OLDER |
| Legacy Trust$522M AUM | 0.06% | $333,339 | 3.5K | Q1 2026OLDER |
| WRAPMANAGER INC$288M AUM | 0.06% | $200,314 | 2.1K | Q3 2025OLDER |
| ORRSTOWN FINANCIAL SERVICES INC$597M AUM | 0.06% | $358,943 | 3.7K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.06% | $3M | 26.7K | Q1 2026OLDER |
| Retirement Management Systems Inc.$415M AUM | 0.06% | $225,801 | 2.4K | Q4 2025OLDER |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 0.06% | $615,469 | 6.4K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.06% | $7M | 73.9K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.06% | $4M | 41.7K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.05% | $166,010 | 1.7K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.05% | $359,712 | 3.8K | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.05% | $2M | 20.7K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.05% | $245,125 | 2.5K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.05% | $203,222 | 2.2K | Q3 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.05% | $324,521 | 3.4K | Q1 2026OLDER |
| Second Line Capital, LLC$528M AUM | 0.05% | $268,077 | 2.5K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.05% | $897,174 | 9.3K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.05% | $706,785 | 7.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.05% | $46M | 474.1K | Q1 2026OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 0.05% | $236,224 | 2.4K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.05% | $1M | 11.3K | Q1 2026OLDER |
| Navalign, LLC$396M AUM | 0.05% | $188,286 | 2.0K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.05% | $8M | 84.6K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.05% | $334,898 | 3.5K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.05% | $594,889 | 6.2K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.05% | $12M | 121.4K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.04% | $544,578 | 5.6K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.04% | $457,667 | 4.7K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.04% | $393,051 | 4.1K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.04% | $156,138 | 1.6K | Q1 2026OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.04% | $1M | 11.2K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.04% | $359,227 | 3.8K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $28M | 284.7K | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.04% | $695,330 | 6.7K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.04% | $2M | 23.4K | Q4 2025OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.04% | $207,124 | 2.2K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.04% | $255,076 | 3.3K | Q2 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.04% | $853,155 | 8.8K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.04% | $320,784 | 3.0K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.04% | $482,671 | 5.0K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.04% | $205,061 | 2.2K | Q3 2025OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.03% | $2M | 23.1K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.03% | $13M | 137.3K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.03% | $1M | 11.5K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.03% | $29M | 301.4K | Q1 2026OLDER |
| American Money Management, LLC$632M AUM | 0.03% | $214,690 | 2.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $30M | 314.7K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.03% | $3M | 32.8K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.03% | $252,468 | 2.7K | Q3 2025OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.03% | $4M | 43.3K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.03% | $285,490 | 3.0K | Q4 2025OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.03% | $893,928 | 9.3K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.03% | $468,213 | 3.9K | Q2 2026 |
| BALLAST ADVISORS LLC$344M AUM | 0.03% | $103,499 | 1.1K | Q2 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.03% | $2M | 16.8K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.03% | $29,566 | 306 | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.03% | $44,638 | 462 | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.03% | $3M | 26.0K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.03% | $437,882 | 4.5K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.03% | $1M | 13.4K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.03% | $4M | 38.6K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.03% | $7M | 71.9K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.03% | $92,589 | 983 | Q4 2025OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.03% | $242,859 | 2.6K | Q3 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.03% | $2M | 23.8K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.03% | $92,852 | 961 | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.03% | $458,491 | 4.7K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.02% | $408,896 | 4.2K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 14.8K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.02% | $304,353 | 3.1K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 15.3K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.02% | $866,101 | 9.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $17M | 175.0K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 0.02% | $346,093 | 3.6K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.02% | $70,340 | 728 | Q1 2026OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 0.02% | $536,917 | 5.6K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.02% | $154,302 | 1.6K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.02% | $67,895 | 720 | Q3 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $4M | 37.8K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.02% | $706,294 | 7.3K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $350,905 | 3.6K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $1M | 12.4K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.02% | $109,257 | 1.2K | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.02% | $414,585 | 4.3K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.02% | $372,084 | 3.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $4M | 40.4K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.02% | $35,039 | 372 | Q4 2025OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.02% | $319,805 | 3.3K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $720,056 | 7.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $82M | 846.9K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.02% | $74,204 | 768 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.02% | $78,367 | 832 | Q4 2025OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.02% | $58,756 | 608 | Q1 2026OLDER |
| NorthAvenue LLC$126M AUM | 0.02% | $22,516 | 233 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $455,161 | 4.7K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $414,725 | 4.3K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $328,959 | 3.4K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.02% | $34,397 | 356 | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.02% | $33,343 | 354 | Q4 2025OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.02% | $704,591 | 7.5K | Q3 2025OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $214,082 | 2.0K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.02% | $242,130 | 2.5K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.02% | $130,792 | 1.4K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.02% | $210,093 | 2.2K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.02% | $143,656 | 1.5K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $561,875 | 5.8K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $1M | 14.0K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $386,966 | 4.0K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.01% | $73,722 | 763 | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $555,957 | 4.7K | Q2 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $596,068 | 6.2K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $3M | 29.1K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.01% | $687,066 | 7.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $5M | 50.5K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $256,719 | 2.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $1M | 10.4K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $272,774 | 2.9K | Q4 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.01% | $173,047 | 1.8K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $35,739 | 300 | Q2 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 0.01% | $231,535 | 2.4K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.01% | $13 | 134 | Q4 2025OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.01% | $452,278 | 4.7K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $1M | 11.4K | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.01% | $314,015 | 3.3K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $8M | 80.5K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.01% | $24,874 | 257 | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $53,335 | 552 | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $518,910 | 5.4K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $408,098 | 3.4K | Q2 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.01% | $215,772 | 2.3K | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $19M | 199.1K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $6M | 57.8K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 0.01% | $1M | 13.0K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $460,298 | 4.8K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.01% | $26,091 | 277 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $5M | 56.7K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $351,627 | 3.5K | Q4 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.01% | $229,546 | 2.4K | Q4 2025OLDER |
| MidFirst Bank$1.2B AUM | 0.01% | $126,669 | 1.3K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.01% | $837,406 | 8.7K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $870,643 | 9.0K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.01% | $207,091 | 2.2K | Q3 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $285,355 | 3.0K | Q4 2025OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.01% | $35,055 | 750 | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $409,951 | 4.3K | Q3 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $604,412 | 6.3K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $322,421 | 3.3K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.01% | $305,706 | 3.2K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $20M | 207.7K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $19M | 200.0K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $507,358 | 5.3K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.01% | $12,367 | 128 | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $505,381 | 4.8K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.01% | $12,078 | 125 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $145,428 | 1.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $29M | 296.0K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.01% | $394,790 | 4.1K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $6M | 64.4K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.01% | $10,918 | 113 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $110,340 | 1.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $7M | 76.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $553,843 | 5.7K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.01% | $158,457 | 1.6K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $772,340 | 8.0K | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 0.01% | $57,878 | 90 | Q4 2025OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.01% | $41,547 | 430 | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.01% | $8,825 | 91 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.01% | $176,042 | 1.8K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $941,562 | 9.7K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $219,187 | 2.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $96M | 989.6K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.01% | $7,923 | 82 | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $407,354 | 4.2K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.01% | $2M | 19.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $660,823 | 6.8K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $4M | 45.0K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $311,225 | 3.3K | Q3 2025OLDER |
| Pineridge Advisors LLC$350M AUM | 0.01% | $21,366 | 227 | Q3 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $378,291 | 3.9K | Q1 2026OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 0.01% | $10,725 | 111 | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.01% | $7,730 | 80 | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $952,625 | 9.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $98M | 1.04M | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 11.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 15.5K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$298M AUM | 0.01% | $16,811 | 174 | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.01% | $80,678 | 835 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $27,598 | 283 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $120,832 | 1.3K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $496,723 | 5.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $28M | 292.4K | Q2 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $4M | 36.7K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.00% | $13,298 | 141 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $32M | 328.0K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $26,281 | 272 | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.00% | $10,364 | 87 | Q2 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $624,565 | 6.6K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $844,479 | 8.7K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 0.00% | $282,420 | 2.9K | Q1 2026OLDER |
| Reflection Asset Management$141M AUM | 0.00% | $6,055 | 63 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $470,540 | 4.9K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.00% | $21,256 | 220 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $532,116 | 5.5K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $30,424 | 323 | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $110,159 | 1.2K | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.00% | $28,600 | 296 | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $104,350 | 1.1K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $512,376 | 5.3K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $99,089 | 1.0K | Q1 2026OLDER |
| Clean Yield Group$355M AUM | 0.00% | $13,527 | 140 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $6M | 57.8K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $377,454 | 3.9K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $295,014 | 3.1K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.00% | $21,257 | 220 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $980,313 | 10.1K | Q2 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $22,029 | 228 | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.00% | $9,662 | 100 | Q1 2026OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.00% | $5,990 | 62 | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $9,662 | 100 | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $14,590 | 151 | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $46,571 | 482 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $11M | 115.0K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 17.4K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $3,382 | 35 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $724,792 | 7.7K | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $122,031 | 1.3K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $51,339 | 531 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $41,153 | 422 | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $47,656 | 505 | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $95,230 | 986 | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $217,633 | 2.3K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $11,402 | 118 | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $9,565 | 99 | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.00% | $7,344 | 76 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $752,122 | 8.0K | Q3 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $50,726 | 525 | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $556,108 | 5.9K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $39,983 | 410 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 11.1K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $287,185 | 3.0K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.00% | $3,382 | 35 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $349,226 | 3.6K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $10M | 100.0K | Q1 2026OLDER |
| Planning Project LLC$398M AUM | 0.00% | $6,679 | 71 | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $571,490 | 5.9K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $17,911 | 185 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $22,983 | 244 | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $23,769 | 246 | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.00% | $3,672 | 38 | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $228,989 | 2.4K | Q2 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $348,337 | 3.6K | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $7,741 | 65 | Q2 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $724,843 | 7.5K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $86,200 | 892 | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $171,984 | 1.8K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $2,927 | 30 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $205,119 | 2.1K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $5,411 | 56 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 23.8K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $5,331 | 55 | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 0.00% | $2,355 | 25 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.