SPDR SERIES TRUST
CUSIP 78464A821
Spdr Series Trust has 395 institutional holders in Filings Flow’s 13F database, together reporting 18.59M shares worth $1.7B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Financial Engines Advisors L.L.C., and Ae Wealth Management LLC.
Institutional Holders
395
Q1 2026
Reported Value
$1.7B
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 |
|---|---|---|---|---|
| SFG Wealth Management, LLC.$243M AUM | 6.49% | $16M | 164.3K | Q1 2026OLDER |
| Convergence Financial, LLC$943M AUM | 5.61% | $53M | 548.8K | Q1 2026OLDER |
| BALANCED WEALTH GROUP LLC$279M AUM | 4.95% | $14M | 144.3K | Q1 2026OLDER |
| Shakespeare Wealth Management, LLC$422M AUM | 4.90% | $21M | 215.7K | Q1 2026OLDER |
| Marathon Mission, Inc.$200M AUM | 4.65% | $9M | 83.1K | Q2 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 3.03% | $49M | 507.7K | Q2 2026 |
| Obsidian Personal Planning Solutions LLC$288M AUM | 2.42% | $7M | 76.0K | Q3 2025OLDER |
| May Barnhard Investments LLC$206M AUM | 2.16% | $4M | 46.3K | Q1 2026OLDER |
| Barden Capital Management, Inc.$117M AUM | 1.95% | $2M | 23.8K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 1.93% | $2M | 20.3K | Q1 2026OLDER |
| Rodgers & Associates, LTD$982M AUM | 1.90% | $19M | 194.2K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 1.76% | $34M | 352.7K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 1.68% | $104M | 1.08M | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 1.64% | $9M | 91.1K | Q1 2026OLDER |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 1.60% | $3M | 30.2K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 1.49% | $31M | 324.2K | Q1 2026OLDER |
| Comprehensive Wealth Management, LLC$198M AUM | 1.48% | $3M | 30.5K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 1.46% | $2M | 19.9K | Q1 2026OLDER |
| GEN Financial Management, INC.$162M AUM | 1.44% | $2M | 24.3K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 1.43% | $6M | 60.0K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 1.33% | $3M | 28.6K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 1.30% | $32M | 330.1K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 1.27% | $6M | 67.6K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 1.23% | $11M | 114.6K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 1.17% | $34M | 356.6K | Q1 2026OLDER |
| Broadview Financial Management, LLC$146M AUM | 1.07% | $2M | 16.3K | Q1 2026OLDER |
| Clarus Wealth Advisors$235M AUM | 1.07% | $3M | 25.6K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 1.06% | $3M | 30.8K | Q4 2025OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 1.01% | $4M | 43.7K | Q1 2026OLDER |
| LTG Capital LLC$131M AUM | 0.96% | $1M | 13.0K | Q1 2026OLDER |
| Destiny Capital Corp/CO$188M AUM | 0.92% | $2M | 18.0K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.87% | $4M | 36.3K | Q2 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.85% | $31M | 321.9K | Q1 2026OLDER |
| Courage Miller Partners, LLC$354M AUM | 0.83% | $3M | 30.7K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.82% | $29M | 305.5K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 0.81% | $2M | 17.5K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.77% | $17M | 177.1K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.76% | $7M | 71.4K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.68% | $8M | 85.6K | Q1 2026OLDER |
| Tempo Wealth, LLC$573M AUM | 0.68% | $4M | 40.4K | Q1 2026OLDER |
| UNIVEST FINANCIAL Corp$1.8B AUM | 0.65% | $12M | 121.3K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.63% | $914,787 | 9.5K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.63% | $117M | 1.22M | Q1 2026OLDER |
| Pine Haven Investment Counsel, Inc$149M AUM | 0.59% | $884,166 | 7.9K | Q2 2026 |
| Milestone Asset Management Group, LLC$171M AUM | 0.58% | $988,437 | 10.3K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.55% | $7M | 73.2K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.50% | $5M | 47.7K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 0.49% | $783,696 | 7.0K | Q2 2026 |
| IAG Wealth Partners, LLC$896M AUM | 0.48% | $4M | 44.7K | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.47% | $2M | 18.1K | Q1 2026OLDER |
| KDK Private Wealth Management, LLC$109M AUM | 0.47% | $513,482 | 5.4K | Q1 2026OLDER |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 0.44% | $2M | 19.2K | Q2 2026 |
| Investors Research Corp$523M AUM | 0.44% | $2M | 24.1K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.44% | $4M | 39.6K | Q2 2026 |
| Lewis Asset Management, LLC$245M AUM | 0.42% | $1M | 10.8K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.42% | $2M | 17.5K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 0.42% | $536,898 | 5.8K | Q4 2025OLDER |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 0.40% | $4M | 44.4K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.40% | $2M | 16.5K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.39% | $2M | 20.6K | Q4 2025OLDER |
| Payne Capital Management, LLC$331M AUM | 0.37% | $1M | 12.9K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.37% | $3M | 32.3K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.32% | $4M | 45.0K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 0.31% | $2M | 19.8K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.29% | $1M | 13.6K | Q1 2026OLDER |
| Cadia Private Client LLC$123M AUM | 0.29% | $352,410 | 3.7K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.28% | $1M | 11.7K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.27% | $2M | 15.8K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 0.27% | $277,215 | 2.9K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.27% | $653,520 | 6.8K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.26% | $3M | 26.5K | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.25% | $3M | 30.9K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.25% | $121M | 1.26M | Q1 2026OLDER |
| Jacksonville Wealth Management, LLC$148M AUM | 0.25% | $347,167 | 3.8K | Q4 2025OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.24% | $698,830 | 7.3K | Q1 2026OLDER |
| Navigation Group, LLC$427M AUM | 0.23% | $974,858 | 10.2K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.22% | $605,293 | 6.3K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.22% | $3M | 27.6K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.22% | $755,603 | 9.9K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.21% | $887,817 | 9.3K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.21% | $2M | 27.1K | Q3 2025OLDER |
| Hudson Portfolio Management LLC$119M AUM | 0.21% | $243,722 | 2.5K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.19% | $466,847 | 4.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.19% | $41M | 425.6K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 0.19% | $338,547 | 3.5K | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 0.19% | $369,857 | 3.9K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.19% | $1M | 13.7K | Q3 2025OLDER |
| Selby Wealth Management, LLC$282M AUM | 0.19% | $530,079 | 4.7K | Q2 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.17% | $8M | 74.3K | Q1 2026OLDER |
| MOTIVE WEALTH ADVISORS$213M AUM | 0.17% | $394,399 | 4.3K | Q4 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.17% | $4M | 36.6K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.16% | $405,917 | 4.2K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 0.16% | $427,487 | 4.5K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.16% | $550,247 | 5.7K | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.16% | $11M | 118.2K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.16% | $2M | 18.6K | Q1 2026OLDER |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.16% | $442,738 | 4.6K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.16% | $3M | 26.5K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.15% | $4M | 43.3K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.15% | $662,124 | 6.9K | Q1 2026OLDER |
| Daviman Financial, LLC$169M AUM | 0.15% | $250,360 | 2.6K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.14% | $6M | 49.2K | Q2 2026 |
| Trail Ridge Investment Advisors, LLC$230M AUM | 0.14% | $327,224 | 3.4K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.14% | $677,862 | 7.1K | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.14% | $447,056 | 4.7K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.14% | $871,620 | 9.0K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.14% | $11M | 113.7K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.14% | $288,635 | 3.0K | Q1 2026OLDER |
| Montz Harcus Wealth Management LLC$248M AUM | 0.14% | $334,842 | 3.5K | Q1 2026OLDER |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 0.13% | $513,484 | 4.6K | Q2 2026 |
| IVC Wealth Advisors LLC$230M AUM | 0.13% | $296,654 | 3.2K | Q3 2025OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 0.13% | $202,140 | 2.2K | Q3 2025OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.13% | $2M | 20.5K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.13% | $885,807 | 9.2K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 0.13% | $203,506 | 2.1K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.12% | $917,274 | 9.6K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.12% | $854,980 | 8.9K | Q1 2026OLDER |
| Lee-Kelleher Wealth Management$168M AUM | 0.12% | $200,748 | 2.1K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.12% | $903,895 | 9.4K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.11% | $2M | 16.3K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.11% | $496,401 | 5.2K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.11% | $171,827 | 1.9K | Q4 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.11% | $3M | 30.5K | Q3 2025OLDER |
| CVFG LLC$804M AUM | 0.10% | $839,193 | 8.7K | Q1 2026OLDER |
| Denver PWM, LLC$291M AUM | 0.10% | $303,319 | 2.8K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.10% | $586,248 | 6.1K | Q1 2026OLDER |
| Friday Financial$373M AUM | 0.10% | $372,007 | 3.4K | Q2 2026 |
| Linscomb Wealth, Inc.$2.2B AUM | 0.10% | $2M | 22.4K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.10% | $234,526 | 2.4K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.09% | $722,305 | 7.5K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.09% | $793,928 | 7.2K | Q2 2026 |
| First Pacific Financial$777M AUM | 0.09% | $690,435 | 7.2K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.09% | $534,221 | 4.8K | Q2 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 0.09% | $203,915 | 2.1K | Q1 2026OLDER |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 0.08% | $761,827 | 7.9K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.08% | $1M | 12.0K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.08% | $542,174 | 5.7K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.08% | $383,138 | 3.7K | Q1 2026OLDER |
| WRAPMANAGER INC$288M AUM | 0.08% | $222,627 | 2.3K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 0.07% | $252,902 | 2.6K | Q1 2026OLDER |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 0.07% | $242,204 | 2.5K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.07% | $264,658 | 2.8K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.07% | $1M | 11.9K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.07% | $3M | 35.4K | Q3 2025OLDER |
| Somerset Trust Co$354M AUM | 0.07% | $243,459 | 2.2K | Q2 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.07% | $9M | 96.4K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.07% | $6M | 62.7K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.07% | $3M | 30.4K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.07% | $17M | 180.6K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.07% | $3M | 27.3K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.07% | $2M | 20.1K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.07% | $436,824 | 4.7K | Q4 2025OLDER |
| Urban Financial Advisory Corp$283M AUM | 0.06% | $179,664 | 1.9K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 0.06% | $304,289 | 3.2K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.06% | $6M | 64.6K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.06% | $107,235 | 1.1K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.06% | $447,270 | 4.7K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.06% | $2M | 18.4K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.06% | $282,241 | 3.1K | Q3 2025OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.06% | $558,818 | 5.8K | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 0.06% | $201,524 | 2.2K | Q3 2025OLDER |
| Moment Partners, LLC$561M AUM | 0.06% | $316,668 | 3.3K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.06% | $2M | 17.3K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.06% | $513,866 | 5.4K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.05% | $1M | 11.7K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.05% | $184,768 | 2.0K | Q4 2025OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.05% | $1M | 12.2K | Q2 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.05% | $2M | 21.6K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.05% | $526,244 | 5.5K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.05% | $226,877 | 2.4K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.05% | $591,306 | 6.2K | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.05% | $858,069 | 8.4K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.05% | $639,473 | 5.7K | Q2 2026 |
| Financial Life Planners$130M AUM | 0.05% | $61,573 | 642 | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.05% | $273,009 | 2.8K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.04% | $70,032 | 765 | Q3 2025OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.04% | $805,078 | 8.4K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.04% | $124,166 | 1.3K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.04% | $711,775 | 7.4K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.04% | $841,723 | 9.2K | Q3 2025OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.04% | $728,989 | 7.6K | Q1 2026OLDER |
| Horizons Wealth Management$152M AUM | 0.04% | $62,182 | 648 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.04% | $911,361 | 9.5K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.04% | $622,301 | 6.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.04% | $150M | 1.57M | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.04% | $1M | 12.1K | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.04% | $225,410 | 2.3K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.04% | $917,001 | 9.6K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 0.04% | $231,696 | 2.4K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.04% | $2M | 24.4K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.04% | $3M | 28.6K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 0.04% | $300,739 | 3.1K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.04% | $972,115 | 10.1K | Q2 2026 |
| Intrua Financial, LLC$969M AUM | 0.04% | $350,490 | 3.7K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $2M | 24.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.04% | $1M | 11.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $4M | 37.1K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.03% | $306,419 | 3.2K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 0.03% | $293,638 | 3.1K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.03% | $217,829 | 2.3K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.03% | $314,823 | 3.4K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.03% | $459,154 | 4.9K | Q4 2025OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.03% | $589,363 | 6.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $22M | 226.3K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.03% | $3M | 31.3K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.03% | $101,622 | 1.1K | Q2 2026 |
| SIMA Wealth Partners, LLC$105M AUM | 0.03% | $30,431 | 362 | Q2 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.03% | $1M | 11.4K | Q1 2026OLDER |
| Compass Financial Services Inc$231M AUM | 0.03% | $66,365 | 718 | Q4 2025OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.03% | $371,669 | 3.9K | Q1 2026OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.03% | $377,012 | 367.7K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $26M | 273.2K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 0.03% | $206,683 | 2.3K | Q3 2025OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.03% | $155,948 | 1.7K | Q3 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.03% | $7M | 69.6K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $1M | 13.7K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.03% | $2M | 23.8K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $4M | 43.8K | Q1 2026OLDER |
| Cache Advisors, LLC$866M AUM | 0.03% | $220,708 | 2.3K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.03% | $457,441 | 4.8K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.03% | $387,870 | 4.0K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.02% | $399,300 | 4.2K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.02% | $381,866 | 3.4K | Q2 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.02% | $214,314 | 1.9K | Q2 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.02% | $765,928 | 6.8K | Q2 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $527,565 | 5.5K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.02% | $302,655 | 3.2K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.02% | $1M | 11.8K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.02% | $466,599 | 4.9K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $674,514 | 7.0K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $229,825 | 2.5K | Q3 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.02% | $638,541 | 6.2K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 0.02% | $225,008 | 2.4K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $974,858 | 10.2K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.02% | $1M | 13.5K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $17M | 172.7K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $356,539 | 3.7K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $827,146 | 8.6K | Q1 2026OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.02% | $21,879 | 228 | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.02% | $671,720 | 7.0K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $230,073 | 2.5K | Q3 2025OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.02% | $64,389 | 671 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.02% | $7M | 72.2K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.02% | $27,238 | 243 | Q2 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $276,928 | 2.5K | Q2 2026 |
| Caitlin John, LLC$167M AUM | 0.02% | $29,844 | 311 | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.02% | $25,717 | 268 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.02% | $36M | 385.5K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.02% | $368,966 | 3.8K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.02% | $575,760 | 6.0K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.02% | $236,941 | 2.5K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $229,756 | 2.4K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $174,935 | 1.8K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $255 | 2.8K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $11M | 117.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.02% | $25M | 258.0K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $287,219 | 3.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $48M | 501.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 14.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $14M | 141.1K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.01% | $993,941 | 10.4K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.01% | $439,017 | 4.6K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.01% | $27,658 | 288 | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $36,653 | 327 | Q2 2026 |
| Register Financial Advisors LLC$271M AUM | 0.01% | $35,025 | 365 | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.01% | $18,616 | 194 | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $276,297 | 3.0K | Q4 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $417,755 | 4.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $9M | 89.5K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.01% | $206,122 | 2.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 46.3K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.01% | $83,735 | 756 | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $44M | 460.7K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.01% | $96,728 | 1.0K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $635,882 | 6.6K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $631,091 | 6.6K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $834,453 | 8.7K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.01% | $11 | 116 | Q4 2025OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.01% | $549,727 | 5.7K | Q1 2026OLDER |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 0.01% | $62,374 | 650 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $2M | 19.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $581,357 | 6.3K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $368,963 | 3.8K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.01% | $25,815 | 269 | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $314,653 | 3.3K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.01% | $10,460 | 109 | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.01% | $25,909 | 270 | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.01% | $125,516 | 1.3K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $377,733 | 3.9K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $335,572 | 3.5K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 18.0K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $1M | 11.1K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $9,596 | 100 | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $493,522 | 5.1K | Q1 2026OLDER |
| Advance Capital Management, Inc.$2.6B AUM | 0.01% | $205,104 | 2.1K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $126,026 | 1.3K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $747,941 | 7.8K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $234,027 | 2.6K | Q3 2025OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $596,391 | 6.2K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $355,393 | 3.8K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.01% | $213,319 | 2.2K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.01% | $50,652 | 548 | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $7M | 74.2K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $513,092 | 5.3K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 16.5K | Q4 2025OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.01% | $518,279 | 5.4K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.01% | $559,807 | 5.8K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.01% | $17,273 | 180 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $4M | 40.4K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $157,649 | 1.7K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $262,179 | 2.3K | Q2 2026 |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.01% | $73,122 | 762 | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $7,401 | 77 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $23M | 244.8K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $709,507 | 7.7K | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $411,668 | 4.3K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $23,966 | 247 | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.00% | $287,880 | 3.0K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $778,558 | 8.1K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $73,156 | 799 | Q3 2025OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.00% | $6,429 | 67 | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.00% | $217,547 | 2.4K | Q3 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $124,652 | 1.3K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $3M | 33.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $24M | 251.9K | Q2 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $348,967 | 3.4K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $891,917 | 9.3K | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.00% | $15,080 | 165 | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $293,460 | 3.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 12.4K | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $71M | 767.9K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $232,533 | 2.3K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.00% | $229,536 | 2.4K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $547,548 | 5.7K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $376,169 | 3.9K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $744,421 | 7.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 10.6K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $55,736 | 603 | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $12,571 | 131 | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $207,849 | 2.2K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $54,550 | 568 | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $40,879 | 426 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $20,056 | 209 | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $9,596 | 100 | Q1 2026OLDER |
| ABOUND FINANCIAL, LLC$229M AUM | 0.00% | $7,101 | 74 | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $40,111 | 418 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 17.3K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $48,828 | 533 | Q3 2025OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $16,217 | 146 | Q2 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $243,000 | 2.7K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $91,914 | 820 | Q2 2026 |
| Creative Planning$147.4B AUM | 0.00% | $4M | 40.7K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $9,404 | 98 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2M | 22.1K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $221,165 | 2.3K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $39,832 | 431 | Q4 2025OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $11,036 | 115 | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $11,228 | 117 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $14M | 141.1K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $131,369 | 1.4K | Q2 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $5M | 50.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 12.6K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $340,274 | 3.5K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 11.1K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $11,073 | 115 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $38,802 | 404 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $475,521 | 5.0K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.00% | $5,521 | 60 | Q3 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $20,458 | 213 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $17,753 | 185 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $34,162 | 356 | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $19,392 | 173 | Q2 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $11,131 | 116 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $575,884 | 6.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $11M | 111.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $21M | 220.5K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $3,934 | 41 | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.00% | $2,879 | 30 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $21,974 | 240 | Q3 2025OLDER |
| Team Financial Group, LLC$220M AUM | 0.00% | $3,103 | 32 | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $2,111 | 22 | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $278,188 | 2.9K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.00% | $3,742 | 39 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $4,353 | 47 | Q4 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $803,259 | 8.4K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $26,294 | 274 | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $5,758 | 60 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 25.7K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 10.4K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $191,920 | 2.0K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 25.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $35,774 | 373 | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.00% | $1,648 | 18 | Q3 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $528,242 | 5.5K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $164,808 | 1.8K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $6M | 61.7K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $131,753 | 1.4K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $5,086 | 53 | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $2,564 | 28 | Q3 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $660 | 7 | Q4 2025OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $3,026 | 27 | Q2 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $347,394 | 3.8K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $276,120 | 2.9K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $36,081 | 376 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $262,738 | 2.7K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $9,039 | 98 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $74,768 | 779 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 26.6K | Q4 2025OLDER |
| RMG Wealth Management LLC$866M AUM | 0.00% | $2,909 | 27 | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $926,206 | 9.7K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $548 | 6 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $154,913 | 1.7K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $3,166 | 33 | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $1,152 | 12 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $1,465 | 16 | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $519,815 | 5.4K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $24,566 | 256 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $3,784 | 39 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $12,283 | 128 | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $1,757 | 19 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 23.6K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $597,927 | 6.2K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $174,429 | 1.8K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $72,869 | 759 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $4M | 41.3K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $2,034 | 22 | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $6,237 | 65 | Q1 2026OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.00% | $7,785 | 84 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1M | 11.5K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $278,287 | 3.0K | Q3 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $2,015 | 21 | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $183 | 2 | Q3 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $11,516 | 120 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $383,168 | 4.0K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $18,040 | 188 | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $3,235 | 35 | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $18,232 | 190 | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $7,974 | 82 | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $37 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.