SPDR SERIES TRUST
CUSIP 78468R200
Spdr Series Trust has 351 institutional holders in Filings Flow’s 13F database, together reporting 4.34M shares worth $134M as of Q2 2026. The largest reported holders are Wealthfront Advisers LLC, Ameriprise Financial Inc, and Envestnet Asset Management Inc.
Institutional Holders
351
Q2 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 |
|---|---|---|---|---|
| Ameliora Wealth Management Ltd.$314M AUM | 7.22% | $23M | 736.2K | Q1 2026OLDER |
| Aspetuck Financial Management LLC$146M AUM | 6.62% | $10M | 314.0K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 5.34% | $15M | 493.8K | Q1 2026OLDER |
| MFA WEALTH ADVISORS, LLC$508M AUM | 4.85% | $25M | 800.2K | Q1 2026OLDER |
| Cannon Advisors, Inc.$135M AUM | 4.77% | $6M | 208.8K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 4.28% | $22M | 706.1K | Q1 2026OLDER |
| RiverGlades Family Offices LLC$170M AUM | 3.88% | $7M | 214.6K | Q1 2026OLDER |
| Alliance Wealth Management Group$457M AUM | 3.76% | $17M | 558.4K | Q1 2026OLDER |
| Cornerstone Management, Inc.$628M AUM | 3.60% | $23M | 733.2K | Q1 2026OLDER |
| Whitcomb & Hess, Inc.$463M AUM | 3.51% | $16M | 526.4K | Q2 2026 |
| Beacon Capital Management, Inc.$1.8B AUM | 3.29% | $58M | 1.90M | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 3.18% | $17M | 561.3K | Q1 2026OLDER |
| Generation Capital Management LLC$137M AUM | 3.01% | $4M | 134.0K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 2.84% | $13M | 435.9K | Q1 2026OLDER |
| Tandem Investment Partners LLC$118M AUM | 2.82% | $3M | 108.0K | Q1 2026OLDER |
| Towercrest Capital Management$642M AUM | 2.80% | $18M | 584.8K | Q1 2026OLDER |
| Macco Financial Group, Inc.$132M AUM | 2.69% | $3M | 101.9K | Q4 2025OLDER |
| Buska Wealth Management, LLC$249M AUM | 2.67% | $7M | 215.9K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 2.54% | $3M | 104.2K | Q1 2026OLDER |
| Gould Capital, LLC$165M AUM | 1.96% | $3M | 105.4K | Q1 2026OLDER |
| HARBOR ADVISORY CORP /MA/$333M AUM | 1.68% | $6M | 181.5K | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 1.59% | $4M | 126.3K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$149M AUM | 1.50% | $2M | 72.6K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 1.43% | $10M | 323.1K | Q1 2026OLDER |
| Fortune Financial Group, Inc.$111M AUM | 1.39% | $2M | 50.3K | Q1 2026OLDER |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 1.38% | $2M | 69.0K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 1.37% | $2M | 76.3K | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 1.35% | $17M | 559.9K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 1.29% | $10M | 315.2K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 1.28% | $7M | 240.3K | Q2 2026 |
| Stratos Investment Management, LLC$2.5B AUM | 1.19% | $30M | 960.7K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 1.13% | $11M | 372.7K | Q4 2025OLDER |
| Hudson Portfolio Management LLC$119M AUM | 1.13% | $1M | 43.4K | Q1 2026OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 1.06% | $26M | 835.1K | Q3 2025OLDER |
| TERRIL BROTHERS, INC.$366M AUM | 1.05% | $4M | 124.9K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 1.05% | $3M | 89.5K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 1.02% | $2M | 75.1K | Q1 2026OLDER |
| Aletheian Wealth Advisors LLC$234M AUM | 1.01% | $2M | 77.0K | Q2 2026 |
| MATAURO, LLC$692M AUM | 1.00% | $7M | 225.4K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 1.00% | $2M | 51.6K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.90% | $3M | 87.3K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.87% | $3M | 112.3K | Q3 2025OLDER |
| Wela Strategies, Inc.$264M AUM | 0.86% | $2M | 73.8K | Q3 2025OLDER |
| Aries Wealth Management$455M AUM | 0.85% | $4M | 126.2K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.83% | $8M | 255.4K | Q1 2026OLDER |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$350M AUM | 0.82% | $3M | 93.5K | Q1 2026OLDER |
| JACOBSON & SCHMITT ADVISORS, LLC$551M AUM | 0.72% | $4M | 128.3K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.71% | $26M | 848.8K | Q1 2026OLDER |
| McBroom & Associates, LLC$180M AUM | 0.68% | $1M | 39.7K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.67% | $920,441 | 29.8K | Q2 2026 |
| Carr Financial Group Corp$379M AUM | 0.66% | $3M | 81.7K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.63% | $37M | 1.19M | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.58% | $3M | 92.9K | Q1 2026OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.57% | $702,707 | 22.8K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.56% | $12M | 397.7K | Q1 2026OLDER |
| 21 West Wealth Management LLC$108M AUM | 0.55% | $579,211 | 18.8K | Q3 2025OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 0.55% | $1M | 41.7K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.47% | $1M | 33.5K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.44% | $506,116 | 16.4K | Q1 2026OLDER |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 0.43% | $2M | 73.7K | Q3 2025OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.40% | $47M | 1.52M | Q1 2026OLDER |
| AVITY INVESTMENT MANAGEMENT INC.$1.6B AUM | 0.38% | $6M | 191.0K | Q2 2026 |
| Range Financial Group LLC$298M AUM | 0.37% | $1M | 33.3K | Q3 2025OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.36% | $31M | 995.1K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.36% | $15M | 502.7K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.36% | $164M | 5.32M | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.34% | $9M | 287.5K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.34% | $3M | 99.0K | Q1 2026OLDER |
| Mount Lucas Management LP$271M AUM | 0.34% | $911,088 | 29.6K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.32% | $485,693 | 15.8K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.31% | $2M | 51.7K | Q3 2025OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.30% | $1M | 43.2K | Q2 2026 |
| Laraway Financial Advisors Inc$142M AUM | 0.29% | $418,916 | 13.6K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 0.29% | $882,186 | 28.7K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.28% | $4M | 119.2K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.28% | $3M | 101.5K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.27% | $1M | 33.1K | Q2 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.27% | $1M | 44.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.27% | $28M | 924.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.26% | $9M | 284.0K | Q2 2026 |
| Traub Capital Management LLC$101M AUM | 0.26% | $257,598 | 8.4K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.25% | $4M | 144.5K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.24% | $884,307 | 28.7K | Q1 2026OLDER |
| WJ Wealth Management, LLC$214M AUM | 0.24% | $512,951 | 16.7K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 0.24% | $1M | 44.7K | Q2 2026 |
| TritonPoint Partners, LLC$272M AUM | 0.23% | $637,146 | 20.7K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.23% | $12M | 400.6K | Q1 2026OLDER |
| Valpey Financial Services, LLC$154M AUM | 0.23% | $347,573 | 11.3K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.22% | $1M | 44.2K | Q2 2026 |
| Old Port Advisors$434M AUM | 0.21% | $921,247 | 29.9K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 0.20% | $289,934 | 9.4K | Q1 2026OLDER |
| Uncommon Cents Investing LLC$431M AUM | 0.20% | $867,303 | 28.2K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.20% | $1M | 45.0K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 0.20% | $355,050 | 11.5K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.19% | $1M | 41.3K | Q1 2026OLDER |
| Summit Place Financial Advisors, LLC$208M AUM | 0.19% | $397,062 | 12.9K | Q1 2026OLDER |
| Warner Group LLC$153M AUM | 0.19% | $290,163 | 9.4K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.18% | $557,436 | 18.1K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.18% | $4M | 143.0K | Q2 2026 |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.18% | $762,144 | 24.8K | Q1 2026OLDER |
| LANE BROTHERS & CO INC$137M AUM | 0.18% | $240,146 | 7.8K | Q1 2026OLDER |
| Gilbert Capital Group, Inc.$129M AUM | 0.17% | $220,753 | 7.2K | Q1 2026OLDER |
| Cornerstone Wealth, LLC/TN$178M AUM | 0.17% | $302,899 | 9.8K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 0.17% | $465,732 | 15.1K | Q1 2026OLDER |
| Roger Wittlin Investment Advisory, LLC$122M AUM | 0.16% | $200,443 | 6.5K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.16% | $673,620 | 22.5K | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 0.16% | $280,023 | 9.1K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.16% | $14M | 449.4K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.16% | $7M | 221.1K | Q1 2026OLDER |
| Rock Point Advisors, LLC$370M AUM | 0.16% | $574,663 | 18.7K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.15% | $3M | 103.1K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.15% | $233,312 | 7.6K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.15% | $4M | 134.8K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.15% | $326,715 | 10.6K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.15% | $1M | 34.1K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.15% | $859,839 | 27.9K | Q1 2026OLDER |
| Lunt Capital Management, Inc.$260M AUM | 0.14% | $377,363 | 12.3K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.14% | $4M | 126.3K | Q1 2026OLDER |
| Meriwether Wealth & Planning, LLC$202M AUM | 0.14% | $253,277 | 8.2K | Q4 2025OLDER |
| Hyposwiss Advisors SA$101M AUM | 0.14% | $142,511 | 4.6K | Q1 2026OLDER |
| Trevian Wealth Management LLC$203M AUM | 0.14% | $289,538 | 9.4K | Q4 2025OLDER |
| Worth Asset Management, LLC$313M AUM | 0.14% | $424,681 | 13.8K | Q2 2026 |
| MTM Investment Management, LLC$316M AUM | 0.14% | $426,269 | 13.8K | Q1 2026OLDER |
| AlphaCentric Advisors LLC$100M AUM | 0.13% | $133,493 | 4.3K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.13% | $5M | 168.9K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.13% | $1M | 40.2K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.12% | $480,236 | 15.6K | Q2 2026 |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.11% | $344,767 | 11.2K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.11% | $31M | 1.01M | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.11% | $758,447 | 24.7K | Q4 2025OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.11% | $231,373 | 7.5K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.11% | $475,641 | 15.5K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.10% | $297,951 | 9.7K | Q3 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.10% | $6M | 187.3K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.10% | $483,154 | 15.7K | Q2 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.10% | $256,160 | 8.3K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.10% | $628,649 | 20.4K | Q3 2025OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.10% | $7M | 217.9K | Q1 2026OLDER |
| Auour Investments LLC$318M AUM | 0.10% | $302,752 | 9.8K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 0.09% | $215,460 | 7.0K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.09% | $1M | 41.8K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.09% | $741,571 | 24.1K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.09% | $442,678 | 14.4K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.09% | $256,463 | 8.3K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.09% | $246,953 | 8.0K | Q3 2025OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.08% | $322,636 | 10.5K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.08% | $2M | 69.2K | Q2 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.08% | $383,132 | 12.4K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.08% | $2M | 56.7K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.08% | $1M | 34.6K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.08% | $1M | 36.9K | Q2 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.07% | $632,683 | 20.6K | Q1 2026OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.07% | $211,428 | 6.9K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.07% | $6M | 195.5K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.07% | $206,840 | 6.7K | Q1 2026OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.06% | $1M | 38.3K | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.06% | $411,436 | 13.4K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.06% | $1M | 33.0K | Q4 2025OLDER |
| CacheTech Inc.$519M AUM | 0.06% | $313,323 | 10.2K | Q4 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.06% | $2M | 55.5K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.05% | $638,802 | 20.7K | Q3 2025OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.05% | $64,255 | 2.1K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.05% | $476,940 | 15.5K | Q2 2026 |
| Grey Ledge Advisors, LLC$443M AUM | 0.05% | $226,326 | 7.4K | Q4 2025OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.05% | $1M | 41.5K | Q2 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.05% | $36M | 1.17M | Q3 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.05% | $619,324 | 20.1K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.05% | $656,459 | 21.4K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.05% | $6M | 198.8K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 0.05% | $209,766 | 6.8K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.04% | $2M | 72.3K | Q1 2026OLDER |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 0.04% | $307,300 | 10.0K | Q4 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $1M | 38.4K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.04% | $341,466 | 11.1K | Q3 2025OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.04% | $67,892 | 2.2K | Q3 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.04% | $3M | 106.4K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.04% | $749,113 | 24.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.04% | $9M | 279.2K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.04% | $394,415 | 12.8K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.04% | $392,722 | 12.8K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.04% | $720,320 | 23.4K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.04% | $5M | 173.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.04% | $7M | 237.1K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.04% | $49,956 | 1.6K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.04% | $41,528 | 1.3K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.04% | $65,696 | 2.1K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.04% | $368,344 | 12.0K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.04% | $444,032 | 14.4K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.03% | $1M | 38.8K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.03% | $3M | 86.1K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.03% | $307,800 | 10.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.03% | $1M | 43.7K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.03% | $44,624 | 1.4K | Q3 2025OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.03% | $208,902 | 6.8K | Q3 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.03% | $822,673 | 26.7K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.03% | $139,148 | 4.5K | Q3 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.03% | $829,857 | 27.0K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $368,966 | 12.0K | Q1 2026OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 0.03% | $203,648 | 6.6K | Q4 2025OLDER |
| RMR Wealth Builders$1.3B AUM | 0.03% | $346,419 | 11.3K | Q4 2025OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.03% | $248,271 | 8.1K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.03% | $117M | 3.81M | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.03% | $117,734 | 3.8K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $669,988 | 21.8K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $396,466 | 12.9K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.02% | $6M | 208.8K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $882,327 | 28.7K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.02% | $763,621 | 24.8K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $715,855 | 23.3K | Q4 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $4M | 118.4K | Q2 2026 |
| Vantage Investment Partners, LLC$1.4B AUM | 0.02% | $319,035 | 10.4K | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.02% | $260,707 | 8.5K | Q1 2026OLDER |
| Bath Savings Trust Co$965M AUM | 0.02% | $209,996 | 6.8K | Q2 2026 |
| MBL Wealth, LLC$1.3B AUM | 0.02% | $268,796 | 8.7K | Q4 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.02% | $3M | 89.4K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.02% | $51,261 | 1.7K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $382,828 | 12.4K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $320,111 | 10.4K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $14M | 461.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $70M | 2.29M | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $17M | 555.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $68M | 2.22M | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.02% | $80,367 | 2.6K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.02% | $26,286 | 854 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 39.4K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.02% | $512,044 | 16.6K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.02% | $237,468 | 7.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $12M | 377.3K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.02% | $100,281 | 3.3K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $699,881 | 22.7K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $369,141 | 12.0K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.02% | $208,165 | 6.8K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.01% | $207,058 | 6.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $6M | 182.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $5M | 171.8K | Q1 2026OLDER |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 0.01% | $268,925 | 8.7K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $311,340 | 10.1K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $423,750 | 13.8K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $157,440 | 5.1K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.01% | $99,737 | 3.2K | Q4 2025OLDER |
| Friedenthal Financial$199M AUM | 0.01% | $25,398 | 823 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $68M | 2.22M | Q2 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $220,486 | 7.2K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.01% | $292,125 | 9.5K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.01% | $209,612 | 6.8K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.01% | $224,263 | 7.3K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.01% | $311,370 | 10.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $664,751 | 21.6K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 57.7K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.01% | $286,819 | 9.3K | Q2 2026 |
| PFG Investments, LLC$2.1B AUM | 0.01% | $237,952 | 7.7K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $419,740 | 13.6K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $900,021 | 29.2K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $228,906 | 7.4K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.01% | $21,941 | 711 | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $2M | 58.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $720,652 | 23.4K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.01% | $100,035 | 3.3K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $391,094 | 12.7K | Q3 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $897,268 | 29.2K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.01% | $201,988 | 6.6K | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $371,223 | 12.1K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $455,498 | 14.8K | Q2 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $867,524 | 28.2K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $226,556 | 7.4K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.01% | $94,187 | 3.1K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.01% | $20,282 | 660 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 74.1K | Q2 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $296,904 | 9.6K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $515,769 | 16.8K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.01% | $39,306 | 1.3K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.01% | $59,898 | 1.9K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $942,184 | 30.6K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.01% | $17,268 | 561 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $6M | 190.7K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.01% | $122,033 | 4.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $22M | 718.9K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $4M | 140.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 43.4K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $6M | 139.1K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 103.9K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $540,676 | 17.6K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.01% | $434,046 | 14.1K | Q2 2026 |
| Coastline Trust Co$1.0B AUM | 0.01% | $61,252 | 2.0K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $331,040 | 10.8K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $4M | 139.0K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $292,212 | 9.5K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $228,695 | 7.4K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.01% | $12,815 | 417 | Q4 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $447,233 | 14.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $5M | 161.7K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $1M | 34.2K | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.01% | $13,362 | 433 | Q4 2025OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $17,298 | 562 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $17,298 | 562 | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $15,485 | 503 | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $348,897 | 11.3K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $399,894 | 13.0K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $7M | 223.3K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $2M | 78.6K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $30,750 | 1.0K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $24,963 | 811 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 34.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $65M | 2.10M | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $35,951 | 1.2K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $222,047 | 7.2K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $417,491 | 13.6K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $578,380 | 18.8K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $17,144 | 557 | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.00% | $6,172 | 200 | Q4 2025OLDER |
| Pacifica Partners Inc.$301M AUM | 0.00% | $9,757 | 317 | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $577,125 | 18.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $41M | 1.34M | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.00% | $8,642 | 281 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $49,248 | 1.6K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $141,588 | 4.6K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $44,785 | 1.5K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.00% | $6,402 | 208 | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.00% | $6,520 | 212 | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $24,778 | 805 | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $7,511 | 244 | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $34,935 | 1.1K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $239,649 | 7.8K | Q1 2026OLDER |
| Aventus Investment Advisors, Inc.$118M AUM | 0.00% | $2,845 | 93 | Q3 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $33,858 | 1.1K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $627,112 | 20.4K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.00% | $10,773 | 350 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $21,984 | 712 | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $606,053 | 19.7K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $4M | 113.7K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $4M | 138.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $13M | 434.9K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $201,521 | 6.6K | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $62,338 | 2.0K | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.00% | $3,702 | 120 | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $861,247 | 28.0K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $5,633 | 183 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $19,022 | 619 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $8M | 271.1K | Q3 2025OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.00% | $5,302 | 172 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $46,170 | 1.5K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.00% | $1,693 | 55 | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $288,534 | 9.4K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $328,780 | 10.7K | Q4 2025OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $1,970 | 64 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 198.2K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $2,032 | 66 | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $8,988 | 292 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $8M | 258.9K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $11,419 | 371 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $572,384 | 18.9K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $576,944 | 18.7K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $2,462 | 80 | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $4,002 | 130 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $21M | 692.1K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $19,792 | 643 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $373,347 | 12.1K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $3,310 | 108 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $406,415 | 13.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $8M | 274.5K | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.00% | $17,823 | 580 | Q4 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $2,093 | 68 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $16,375 | 532 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $11,661 | 378 | Q2 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 36.9K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.00% | $1,321 | 43 | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $379,597 | 12.3K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $9,573 | 311 | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.00% | $923 | 30 | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 0.00% | $669 | 22 | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $34,658 | 1.1K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $93,217 | 3.0K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $23,639 | 768 | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $707 | 23 | Q4 2025OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $985 | 32 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $11,019 | 358 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $5,233 | 170 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $876,323 | 28.5K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $2,401 | 78 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $1,562 | 50 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $23,577 | 766 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $218,481 | 7.1K | Q1 2026OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.00% | $16,466 | 535 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $22,220 | 722 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $560,966 | 18.2K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $43,687 | 1.4K | Q1 2026OLDER |
| Values First Advisors, Inc.$192M AUM | 0.00% | $170 | 6 | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $185 | 6 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $37,952 | 1.2K | Q4 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $461 | 15 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $67,115 | 2.2K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $14,543 | 472 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $449,326 | 14.6K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $39,429 | 1.3K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $2,524 | 82 | Q2 2026 |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $772 | 25 | Q3 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $261,881 | 8.5K | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $2,561 | 83 | Q3 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $14,200 | 463 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $67,913 | 2.2K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $399,886 | 13.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $307 | 10 | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $8,465 | 275 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $123 | 4 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $21 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.