TOTLSSGA ACTIVE ETF TR
CUSIP 78467V848 · Yahoo Finance ↗ · Google Finance ↗
Ssga Active Etf Tr (TOTL) has 353 institutional holders in Filings Flow’s 13F database, together reporting 88.78M shares worth $3.5B as of Q1 2026. The largest reported holders are FMR LLC, Morgan Stanley, and Signature Estate & Investment Advisors LLC.
Institutional Holders
353
Q1 2026
Reported Value
$3.5B
Ticker
TOTL
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| FMR LLC$1.90T AUM | 0.03% | $549M | 13.82M | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.02% | $271M | 6.81M | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 4.54% | $224M | 5.64M | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.57% | $217M | 5.46M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.04% | $164M | 4.12M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.04% | $163M | 4.10M | Q1 2026 |
| TECTONIC ADVISORS LLC$1.9B AUM | 5.34% | $101M | 2.54M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $86M | 2.17M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $85M | 2.15M | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 1.36% | $79M | 1.98M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $75M | 1.89M | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.10% | $70M | 1.75M | Q1 2026 |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.89% | $55M | 1.39M | Q1 2026 |
| Cheviot Value Management, LLC$996M AUM | 5.51% | $55M | 1.38M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $54M | 1.36M | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.08% | $53M | 1.33M | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.10% | $48M | 1.20M | Q1 2026 |
| Morling Financial Advisors, LLC$325M AUM | 13.46% | $44M | 1.10M | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.09% | $38M | 956.3K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $33M | 824.1K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.05% | $29M | 738.5K | Q1 2026 |
| San Luis Wealth Advisors LLC$604M AUM | 4.77% | $29M | 726.0K | Q1 2026 |
| Stadion Money Management, LLC$994M AUM | 2.30% | $29M | 711.6K | Q3 2025OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.76% | $27M | 684.4K | Q1 2026 |
| Janney Capital Management LLC$1.6B AUM | 1.70% | $27M | 674.1K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $27M | 682.6K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.30% | $27M | 677.6K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.05% | $26M | 664.4K | Q1 2026 |
| WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM | 2.11% | $26M | 656.5K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.28% | $26M | 648.4K | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.31% | $24M | 606.6K | Q1 2026 |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 2.40% | $21M | 536.2K | Q1 2026 |
| Journey Advisory Group, LLC$1.2B AUM | 1.74% | $20M | 513.9K | Q1 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 4.56% | $20M | 506.8K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $20M | 504.8K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $20M | 501.0K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 1.49% | $20M | 493.7K | Q4 2025OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 1.14% | $19M | 467.1K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $17M | 437.0K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.04% | $17M | 432.0K | Q1 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 1.10% | $17M | 421.3K | Q4 2025OLDER |
| Canal Capital Management, LLC$739M AUM | 2.20% | $16M | 409.5K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $16M | 398.8K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.02% | $15M | 365.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.07% | $14M | 361.9K | Q1 2026 |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 5.07% | $14M | 353.7K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.08% | $14M | 347.4K | Q1 2026 |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.92% | $13M | 337.7K | Q1 2026 |
| KWB Wealth$1.0B AUM | 1.43% | $13M | 322.4K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.05% | $13M | 323.5K | Q1 2026 |
| Denver PWM, LLC$291M AUM | 4.40% | $13M | 323.0K | Q1 2026 |
| VICUS CAPITAL$1.4B AUM | 0.93% | $13M | 319.6K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.75% | $13M | 318.0K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.14% | $12M | 313.8K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.06% | $12M | 295.8K | Q1 2026 |
| M Wealth Management, LLC$119M AUM | 9.31% | $11M | 278.3K | Q1 2026 |
| Ballew Advisors, Inc$194M AUM | 6.13% | $11M | 273.1K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.53% | $11M | 267.8K | Q1 2026 |
| Finivi Inc.$195M AUM | 5.74% | $11M | 264.5K | Q1 2026 |
| Austin Wealth Management, LLC$440M AUM | 2.36% | $10M | 262.7K | Q1 2026 |
| Bedel Financial Consulting, Inc.$888M AUM | 1.13% | $10M | 253.5K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $10M | 253.3K | Q1 2026 |
| Diversified Portfolios, Inc.$1.2B AUM | 0.76% | $9M | 232.7K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.05% | $9M | 229.6K | Q1 2026 |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 2.34% | $9M | 224.7K | Q1 2026 |
| Curi Capital, LLC$5.6B AUM | 0.16% | $9M | 223.9K | Q1 2026 |
| Stablepoint Partners, LLC$723M AUM | 1.25% | $8M | 211.6K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.04% | $8M | 203.9K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $8M | 197.9K | Q1 2026 |
| STAPP WEALTH MANAGEMENT, PLLC$78M AUM | 9.75% | $8M | 188.1K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $7M | 178.9K | Q1 2026 |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.52% | $7M | 176.0K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $7M | 175.9K | Q1 2026 |
| Elmwood Wealth Management, Inc.$400M AUM | 1.92% | $7M | 175.2K | Q1 2026 |
| V2 Financial group LLC$215M AUM | 3.15% | $7M | 170.3K | Q1 2026 |
| Inman Jager Wealth Management, LLC$171M AUM | 3.91% | $7M | 168.2K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7M | 165.9K | Q1 2026 |
| VISIONARY HORIZONS, LLC$203M AUM | 3.01% | $6M | 154.0K | Q1 2026 |
| Sharkey, Howes & Javer$829M AUM | 0.82% | $6M | 153.9K | Q1 2026 |
| Trivium Point Advisory, LLC$553M AUM | 0.60% | $6M | 148.6K | Q4 2025OLDER |
| Keystone Financial Group$1.5B AUM | 0.39% | $6M | 144.8K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.48% | $6M | 141.7K | Q1 2026 |
| Freedom Financial Partners LLC$281M AUM | 1.99% | $6M | 140.9K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.25% | $6M | 140.8K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $5M | 138.6K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.04% | $5M | 135.2K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.15% | $5M | 135.2K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.08% | $5M | 128.6K | Q1 2026 |
| Lunt Capital Management, Inc.$260M AUM | 1.90% | $5M | 124.3K | Q1 2026 |
| Family Firm, Inc.$415M AUM | 1.18% | $5M | 122.4K | Q2 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 116.0K | Q1 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT$79M AUM | 5.83% | $5M | 114.1K | Q1 2026 |
| EWG Elevate Inc.$320M AUM | 1.41% | $5M | 111.5K | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $4M | 112.8K | Q1 2026 |
| Napier Financial, LLC$436M AUM | 1.01% | $4M | 111.3K | Q1 2026 |
| ADG Wealth Management Group, LLC$145M AUM | 3.05% | $4M | 97.0K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.05% | $4M | 109.3K | Q1 2026 |
| Pinnacle Financial Group, LLC / IL$365M AUM | 1.19% | $4M | 109.1K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.47% | $4M | 104.8K | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.10% | $4M | 104.4K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $4M | 103.9K | Q1 2026 |
| SeaBridge Investment Advisors LLC$591M AUM | 0.76% | $4M | 102.4K | Q2 2025OLDER |
| ENTREWEALTH, LLC$223M AUM | 1.82% | $4M | 102.2K | Q1 2026 |
| PARAGON CAPITAL MANAGEMENT INC$118M AUM | 3.25% | $4M | 96.6K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.02% | $4M | 96.5K | Q1 2026 |
| Premier Private Wealth Management LLC$95M AUM | 4.03% | $4M | 96.3K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.16% | $4M | 93.6K | Q1 2026 |
| Barry Investment Advisors, LLC$478M AUM | 0.85% | $4M | 91.1K | Q3 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.03% | $4M | 92.9K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.08% | $4M | 91.7K | Q1 2026 |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.12% | $4M | 90.1K | Q4 2025OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.95% | $4M | 90.5K | Q1 2026 |
| Family Capital Trust Co$276M AUM | 1.29% | $4M | 89.7K | Q1 2026 |
| USAdvisors Wealth Management, LLC$301M AUM | 1.17% | $4M | 88.7K | Q1 2026 |
| Johnson Bixby & Associates, LLC$806M AUM | 0.43% | $3M | 86.5K | Q1 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 1.88% | $3M | 86.2K | Q1 2026 |
| Redwood Park Advisors LLC$150M AUM | 2.25% | $3M | 85.1K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.08% | $3M | 84.9K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.12% | $3M | 81.1K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $3M | 80.8K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.01% | $3M | 79.5K | Q4 2025OLDER |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 1.69% | $3M | 77.3K | Q1 2026 |
| John W. Brooker & Co., CPAs$63M AUM | 4.57% | $3M | 73.1K | Q1 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC$184M AUM | 1.50% | $3M | 69.6K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 69.6K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.09% | $3M | 67.6K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 61.0K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 59.8K | Q1 2026 |
| Leeward Financial Partners, LLC$336M AUM | 0.69% | $2M | 58.8K | Q1 2026 |
| Lionsbridge Wealth Management LLC$99M AUM | 2.33% | $2M | 58.2K | Q1 2026 |
| Capital Advisors, Ltd. LLC$880M AUM | 0.26% | $2M | 57.9K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.12% | $2M | 56.2K | Q1 2026 |
| All Terrain Financial Advisors, LLC$425M AUM | 0.51% | $2M | 55.1K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.71% | $2M | 54.9K | Q1 2026 |
| Cornerstone Advisory, LLC$1.1B AUM | 0.20% | $2M | 53.3K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.19% | $2M | 53.0K | Q1 2026 |
| Fortis Advisors, LLC$200M AUM | 1.03% | $2M | 51.7K | Q1 2026 |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.17% | $2M | 50.3K | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.28% | $2M | 50.1K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.12% | $2M | 49.9K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 47.1K | Q4 2025OLDER |
| Selby Wealth Management, LLC$282M AUM | 0.74% | $2M | 47.4K | Q1 2026 |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.07% | $2M | 46.1K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $2M | 45.0K | Q2 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $2M | 44.8K | Q1 2026 |
| Bank of New Hampshire$437M AUM | 0.39% | $2M | 43.0K | Q1 2026 |
| Ariadne Wealth Management, LP$223M AUM | 0.76% | $2M | 42.3K | Q1 2026 |
| Summit Asset Management, LLC$719M AUM | 0.23% | $2M | 41.6K | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.06% | $2M | 39.4K | Q1 2026 |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 1.05% | $2M | 39.0K | Q1 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.06% | $2M | 38.7K | Q1 2026 |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.03% | $2M | 38.0K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.12% | $1M | 37.2K | Q2 2025OLDER |
| Jefferson Bridge Capital, LLC$101M AUM | 1.47% | $1M | 37.2K | Q1 2026 |
| Pointe Capital Management LLC$202M AUM | 0.72% | $1M | 36.7K | Q1 2026 |
| SK Wealth Management, LLC$360M AUM | 0.40% | $1M | 36.7K | Q1 2026 |
| Marshall Financial Group, LLC$625M AUM | 0.23% | $1M | 36.5K | Q1 2026 |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.37% | $1M | 35.5K | Q1 2026 |
| Bouchey Financial Group Ltd$1.4B AUM | 0.10% | $1M | 35.4K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.07% | $1M | 35.2K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 35.2K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.10% | $1M | 35.1K | Q1 2026 |
| Cooper Financial Group$1.2B AUM | 0.14% | $1M | 34.8K | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.73% | $1M | 34.8K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.03% | $1M | 34.7K | Q1 2026 |
| Peak Financial Management, Inc.$394M AUM | 0.33% | $1M | 33.0K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $1M | 32.9K | Q1 2026 |
| Atlas Wealth LLC$334M AUM | 0.38% | $1M | 31.6K | Q1 2026 |
| Worth Financial Advisory Group, LLC$229M AUM | 0.60% | $1M | 31.0K | Q4 2025OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.11% | $1M | 30.5K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $1M | 30.2K | Q2 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 30.0K | Q1 2026 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.06% | $1M | 29.6K | Q3 2025OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.70% | $1M | 30.1K | Q1 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.13% | $1M | 30.0K | Q1 2026 |
| MBL Wealth, LLC$1.3B AUM | 0.09% | $1M | 28.4K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $1M | 28.0K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.09% | $1M | 27.4K | Q2 2025OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.14% | $1M | 27.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 26.4K | Q3 2025OLDER |
| MOTCO$1.1B AUM | 0.10% | $1M | 26.6K | Q1 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.04% | $1M | 26.0K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $1M | 26.0K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.06% | $986,822 | 24.6K | Q2 2025OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.27% | $968,060 | 24.3K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.08% | $965,216 | 24.3K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $961,545 | 24.2K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $956,054 | 24.1K | Q1 2026 |
| GREATMARK INVESTMENT PARTNERS, INC.$854M AUM | 0.11% | $952,527 | 24.0K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.12% | $942,766 | 23.2K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $929,040 | 23.5K | Q1 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.11% | $920,902 | 23.2K | Q1 2026 |
| Northwest Financial Advisors$52M AUM | 1.18% | $918,626 | 22.6K | Q3 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $912,420 | 23.0K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $912,080 | 23.2K | Q1 2026 |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.59% | $904,325 | 22.8K | Q1 2026 |
| True North Advisors, LLC$877M AUM | 0.11% | $862,920 | 21.4K | Q4 2025OLDER |
| BCS Wealth Management$490M AUM | 0.17% | $846,792 | 21.3K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.04% | $846,007 | 21.3K | Q1 2026 |
| BlueChip Wealth Advisors LLC$228M AUM | 0.35% | $826,093 | 20.5K | Q4 2025OLDER |
| Virtu Financial LLC$2.4B AUM | 0.04% | $820,000 | 20.4K | Q2 2025OLDER |
| Alaethes Wealth, LLC$351M AUM | 0.23% | $803,182 | 20.2K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.04% | $796,194 | 20.0K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.04% | $782,839 | 19.7K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $780,323 | 19.2K | Q3 2025OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 0.26% | $772,173 | 19.4K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.07% | $771,557 | 19.4K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.02% | $760,000 | 19.1K | Q1 2026 |
| Sachetta, LLC$184M AUM | 0.40% | $741,856 | 18.7K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $722,431 | 18.2K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.03% | $719,701 | 18.1K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $704,413 | 17.7K | Q1 2026 |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.12% | $703,459 | 17.7K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.01% | $676,276 | 17.0K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $661,459 | 16.6K | Q1 2026 |
| Unified Investment Management$98M AUM | 0.67% | $656,300 | 16.5K | Q1 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.29% | $646,208 | 16.3K | Q1 2026 |
| Beckerman Institutional, LLC$188M AUM | 0.34% | $644,651 | 16.2K | Q1 2026 |
| WJ Wealth Management, LLC$214M AUM | 0.30% | $632,066 | 15.9K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $629,752 | 15.9K | Q1 2026 |
| Strategic Investment Advisors / MI$1.4B AUM | 0.04% | $623,806 | 15.7K | Q1 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.18% | $621,922 | 15.7K | Q1 2026 |
| EQ LLC$355M AUM | 0.21% | $618,783 | 15.3K | Q3 2025OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.04% | $612,197 | 15.4K | Q1 2026 |
| McNamara Financial Services, Inc.$528M AUM | 0.12% | $608,439 | 15.3K | Q1 2026 |
| Principia Wealth Advisory, LLC$160M AUM | 0.37% | $599,001 | 14.9K | Q4 2025OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.03% | $594,373 | 14.9K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.07% | $589,832 | 14.8K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $587,964 | 14.8K | Q1 2026 |
| Pinnacle Family Advisors, LLC$213M AUM | 0.28% | $586,335 | 14.8K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $585,869 | 14.7K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.03% | $582,000 | 14.7K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $575,416 | 14.5K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.20% | $557,993 | 14.0K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $553,351 | 13.7K | Q4 2025OLDER |
| Paragon Capital Management Ltd$476M AUM | 0.12% | $549,445 | 13.8K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $548,274 | 13.8K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.08% | $547,680 | 13.8K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $542,752 | 13.7K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.04% | $538,599 | 13.4K | Q2 2025OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.01% | $537,338 | 13.3K | Q4 2025OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $532,660 | 13.4K | Q1 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 0.37% | $531,207 | 13.4K | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.02% | $518,769 | 12.8K | Q3 2025OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.20% | $518,553 | 13.1K | Q1 2026 |
| Westmount Partners, LLC$457M AUM | 0.13% | $509,914 | 12.8K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $495,496 | 12.5K | Q1 2026 |
| M Holdings Securities, Inc.$1.5B AUM | 0.03% | $495,000 | 12.5K | Q1 2026 |
| Claro Advisors Inc.$830M AUM | 0.07% | $494,558 | 12.2K | Q3 2025OLDER |
| Triumph Capital Management$491M AUM | 0.10% | $490,109 | 12.3K | Q1 2026 |
| Addison Capital Co$562M AUM | 0.09% | $489,275 | 12.3K | Q1 2026 |
| Vantus Wealth LLC$136M AUM | 0.36% | $482,598 | 12.0K | Q4 2025OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 0.10% | $475,273 | 12.0K | Q1 2026 |
| Asset One Wealth Management LLC$904M AUM | 0.05% | $469,270 | 11.8K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $466,513 | 11.7K | Q1 2026 |
| ASPIRIANT, LLC$3.5B AUM | 0.01% | $460,550 | 11.6K | Q1 2026 |
| Curtis Advisory Group, LLC$464M AUM | 0.10% | $454,670 | 11.4K | Q1 2026 |
| Barnes Wealth Management Group, Inc$197M AUM | 0.23% | $449,108 | 11.3K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $440,447 | 11.1K | Q1 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.03% | $436,191 | 11.0K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $434,700 | 10.8K | Q4 2025OLDER |
| Ballast Financial Advisors LLC$98M AUM | 0.44% | $427,932 | 10.8K | Q1 2026 |
| Heritage Financial Services, LLC$1.2B AUM | 0.04% | $423,471 | 10.5K | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $420,131 | 10.6K | Q1 2026 |
| Spinnaker Investment Group, LLC$491M AUM | 0.08% | $417,205 | 10.5K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $414,165 | 10.4K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $411,206 | 10.3K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.04% | $405,152 | 10.1K | Q4 2025OLDER |
| BITTERROOT CAPITAL ADVISORS LLC$165M AUM | 0.24% | $402,055 | 10.1K | Q1 2026 |
| WNY Asset Management, LLC$967M AUM | 0.04% | $394,178 | 9.7K | Q3 2025OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $391,310 | 9.7K | Q4 2025OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.16% | $381,877 | 9.6K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.05% | $380,733 | 9.6K | Q1 2026 |
| Smart Portfolios, LLC$100M AUM | 0.37% | $372,649 | 9.4K | Q1 2026 |
| Elevation Advisory Partners LLC$107M AUM | 0.35% | $369,712 | 9.2K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $368,005 | 10.5K | Q4 2025OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.23% | $366,033 | 9.2K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $363,410 | 9.1K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $363,172 | 9.0K | Q4 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $358,729 | 9.0K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $352,036 | 8.9K | Q1 2026 |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.02% | $351,928 | 8.9K | Q1 2026 |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.10% | $350,775 | 8.8K | Q1 2026 |
| Bay Capital Advisors, LLC$162M AUM | 0.27% | $350,215 | 8.7K | Q2 2025OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.03% | $350,180 | 8.8K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $348,154 | 8.8K | Q1 2026 |
| American Trust$1.1B AUM | 0.03% | $344,492 | 8.7K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $339,374 | 8.5K | Q1 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 0.02% | $338,060 | 8.4K | Q4 2025OLDER |
| Helium Advisors LLC$105M AUM | 0.32% | $332,444 | 8.4K | Q1 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.08% | $324,773 | 8.2K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $320,363 | 8.1K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $314,344 | 7.9K | Q1 2026 |
| SYM FINANCIAL Corp$1.0B AUM | 0.03% | $312,516 | 7.9K | Q1 2026 |
| PMG Wealth Management, Inc.$139M AUM | 0.22% | $310,585 | 7.8K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.02% | $306,485 | 7.7K | Q1 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.01% | $304,928 | 7.7K | Q1 2026 |
| Aufman Associates Inc$204M AUM | 0.15% | $304,066 | 7.7K | Q1 2026 |
| Patten Group, Inc.$575M AUM | 0.05% | $297,737 | 7.5K | Q1 2026 |
| Saiph Capital, LLC$264M AUM | 0.11% | $294,479 | 7.4K | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $294,002 | 7.4K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.03% | $293,199 | 7.2K | Q3 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $292,691 | 7.4K | Q1 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.01% | $291,274 | 7.3K | Q1 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.02% | $288,645 | 7.1K | Q3 2025OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.20% | $285,798 | 7.2K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.06% | $283,593 | 7.1K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $283,474 | 7.1K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.00% | $275,000 | 6.9K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.01% | $274,733 | 6.9K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $272,950 | 6.9K | Q1 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.10% | $269,619 | 6.7K | Q2 2025OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.02% | $268,737 | 6.7K | Q2 2025OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.12% | $268,430 | 6.8K | Q1 2026 |
| Objective Capital Management, LLC$99M AUM | 0.27% | $266,191 | 6.7K | Q1 2026 |
| Collaborative Wealth Managment Inc.$218M AUM | 0.12% | $265,475 | 6.7K | Q1 2026 |
| Inspire Advisors, LLC$1.2B AUM | 0.02% | $264,012 | 6.6K | Q1 2026 |
| M3 Advisory Group, LLC$162M AUM | 0.16% | $262,705 | 6.5K | Q3 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $261,182 | 6.5K | Q4 2025OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.05% | $260,861 | 6.5K | Q2 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $260,740 | 6.5K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $259,942 | 6.5K | Q4 2025OLDER |
| McElhenny Sheffield Capital Management, LLC$403M AUM | 0.06% | $259,715 | 6.5K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $252,255 | 6.3K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $247,756 | 6.2K | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $246,088 | 6.2K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.13% | $245,833 | 6.2K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $245,589 | 6.1K | Q4 2025OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.07% | $245,055 | 6.2K | Q1 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.03% | $244,197 | 6.1K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $243,178 | 6.0K | Q3 2025OLDER |
| DKM Wealth Management, Inc.$139M AUM | 0.17% | $241,400 | 6.1K | Q1 2026 |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.05% | $240,446 | 6.1K | Q1 2026 |
| Financial Strategies Group, Inc.$598M AUM | 0.04% | $240,217 | 6.0K | Q1 2026 |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.01% | $230,872 | 5.8K | Q1 2026 |
| QP WEALTH MANAGEMENT, LLC$58M AUM | 0.39% | $229,242 | 5.8K | Q1 2026 |
| Pettinga Financial Advisors LLC$624M AUM | 0.04% | $227,971 | 5.7K | Q1 2026 |
| Center For Asset Management LLC$201M AUM | 0.11% | $224,634 | 5.7K | Q1 2026 |
| DOCK STREET ASSET MANAGEMENT INC$951M AUM | 0.02% | $224,014 | 5.6K | Q2 2025OLDER |
| Chris Bulman Inc$228M AUM | 0.10% | $220,621 | 5.6K | Q1 2026 |
| Hudson Capital Management LLC$387M AUM | 0.06% | $219,310 | 5.5K | Q1 2026 |
| LongView Asset Management LLC$143M AUM | 0.15% | $215,764 | 5.4K | Q4 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $215,624 | 5.4K | Q2 2025OLDER |
| DELTEC ASSET MANAGEMENT LLC$545M AUM | 0.04% | $214,542 | 5.4K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $212,277 | 5.3K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $211,594 | 5.3K | Q4 2025OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.03% | $210,630 | 5.3K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $210,584 | 5.3K | Q1 2026 |
| THOMPSON DAVIS & CO., INC.$150M AUM | 0.14% | $208,583 | 5.3K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.11% | $207,622 | 5.2K | Q1 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.01% | $205,502 | 5.1K | Q2 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.01% | $204,411 | 5.1K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.02% | $203,454 | 5.1K | Q2 2025OLDER |
| BOSTON FAMILY OFFICE LLC$1.5B AUM | 0.01% | $201,000 | 5.0K | Q4 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.01% | $199,242 | 5.0K | Q4 2025OLDER |
| PERRITT CAPITAL MANAGEMENT INC$60M AUM | 0.09% | $192,512 | 4.7K | Q3 2025OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.03% | $190,704 | 4.8K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $181,057 | 4.5K | Q2 2025OLDER |
| VALLEY NATIONAL ADVISERS INC$773M AUM | 0.02% | $179,000 | 4.5K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $166,329 | 4.2K | Q1 2026 |
| Laraway Financial Advisors Inc$142M AUM | 0.12% | $164,593 | 4.1K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $157,861 | 3.9K | Q4 2025OLDER |
| Northwest Capital Management Inc$23M AUM | 0.64% | $147,798 | 3.7K | Q4 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $139,969 | 3.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $139,611 | 3.5K | Q1 2026 |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.09% | $136,473 | 3.4K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $133,969 | 3.4K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $130,434 | 3.3K | Q1 2026 |
| NFSG Corp$608M AUM | 0.02% | $118,355 | 3.0K | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $104,689 | 2.6K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $89,710 | 2.3K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $84,784 | 2.1K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $84,117 | 2.1K | Q4 2025OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.02% | $82,639 | 2.1K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $76,623 | 1.9K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $67,899 | 1.7K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $65,927 | 1.6K | Q3 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.01% | $65,218 | 1.6K | Q1 2026 |
| North Capital, Inc.$118M AUM | 0.05% | $65,074 | 1.6K | Q3 2025OLDER |
| Capital Analysts, LLC$3.6B AUM | 0.00% | $65,000 | 1.6K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.02% | $63,634 | 1.6K | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $63,328 | 1.6K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.01% | $63,052 | 1.6K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.02% | $62,893 | 1.6K | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.02% | $60,693 | 1.5K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $58,752 | 1.5K | Q1 2026 |
| Motiv8 Investments LLC$183M AUM | 0.03% | $54,000 | 1.3K | Q4 2025OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.02% | $47,924 | 1.2K | Q1 2026 |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.02% | $46,524 | 1.2K | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $44,055 | 1.1K | Q1 2026 |
| Richard W. Paul & Associates, LLC$297M AUM | 0.02% | $42,116 | 1.1K | Q2 2025OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.03% | $39,849 | 1.0K | Q1 2026 |
| United Community Bank$300M AUM | 0.01% | $39,730 | 1.0K | Q1 2026 |
| New Millennium Group LLC$231M AUM | 0.02% | $37,030 | 920 | Q4 2025OLDER |
| Tidemark, LLC$393M AUM | 0.01% | $36,591 | 921 | Q1 2026 |
| Pacifica Partners Inc.$301M AUM | 0.01% | $35,205 | 885 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $34,858 | 877 | Q1 2026 |
| Investors Research Corp$523M AUM | 0.01% | $32,658 | 822 | Q1 2026 |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $31,585 | 795 | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.01% | $31,361 | 773 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $30,592 | 770 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $29,278 | 737 | Q1 2026 |
| PROTECTIVE LIFE CORP$30M AUM | 0.08% | $25,546 | 643 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $24,883 | 626 | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $21,931 | 552 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $21,256 | 535 | Q1 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $20,263 | 510 | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.00% | $19,924 | 495 | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $16,567 | 417 | Q1 2026 |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $16,051 | 404 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $15,051 | 371 | Q3 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $15,011 | 370 | Q3 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $12,548 | 312 | Q4 2025OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $12,515 | 315 | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $11,029 | 274 | Q4 2025OLDER |
| Park Square Financial Group, LLC$13M AUM | 0.01% | $10,629 | 265 | Q2 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $10,143 | 250 | Q3 2025OLDER |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $10,037 | 250 | Q2 2025OLDER |
| Wood Tarver Financial Group, LLC$362M AUM | 0.00% | $10,000 | 256 | Q2 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $8,170 | 206 | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $7,986 | 201 | Q1 2026 |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $7,461 | 186 | Q2 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $7,350 | 185 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $7,180 | 179 | Q2 2025OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.00% | $7,099 | 177 | Q2 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $6,254 | 158 | Q1 2026 |
| LAM GROUP, INC.$182M AUM | 0.00% | $6,158 | 155 | Q1 2026 |
| Transce3nd, LLC$11M AUM | 0.00% | $6,137 | 153 | Q2 2025OLDER |
| Vision Retirement, LLC$373M AUM | 0.00% | $5,474 | 136 | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 0.00% | $5,192 | 131 | Q1 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $4,489 | 113 | Q1 2026 |
| Rossmore Private Capital$1.1B AUM | 0.00% | $3,611 | 89 | Q3 2025OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.00% | $3,575 | 90 | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $3,570 | 88 | Q3 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $3,377 | 85 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $2,702 | 68 | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.00% | $2,622 | 66 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $2,503 | 63 | Q1 2026 |
| Eukles Asset Management$224M AUM | 0.00% | $2,503 | 63 | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.00% | $1,892 | 47 | Q4 2025OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.00% | $1,852 | 46 | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $1,828 | 46 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1,391 | 35 | Q1 2026 |
| BankPlus Trust Department$374M AUM | 0.00% | $1,112 | 28 | Q1 2026 |
| Graney & King, LLC$186M AUM | 0.00% | $1,033 | 26 | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $636 | 16 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $609 | 15 | Q3 2025OLDER |
| Financial Gravity Companies, Inc.$509M AUM | 0.00% | $562 | 14 | Q2 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $556 | 14 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $437 | 11 | 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.