FTCFIRST TR EXCHANGE-TRADED ALP
CUSIP 33735K108 · Yahoo Finance ↗ · Google Finance ↗
First Tr Exchange-Traded Alp (FTC) has 207 institutional holders in Filings Flow’s 13F database, together reporting 5.07M shares worth $781M as of Q1 2026. The largest reported holders are Morgan Stanley, Lpl Financial LLC, and Janney Montgomery Scott LLC.
Institutional Holders
207
Q1 2026
Reported Value
$781M
Ticker
FTC
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY$1.66T AUM | 0.01% | $107M | 693.6K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.03% | $104M | 676.0K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.17% | $69M | 446.0K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $65M | 423.0K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $34M | 220.8K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $32M | 208.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $24M | 157.5K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.04% | $23M | 151.6K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $22M | 139.5K | Q1 2026 |
| CX Institutional$3.5B AUM | 0.54% | $18M | 113.8K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.20% | $15M | 96.1K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $15M | 94.5K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.04% | $14M | 92.5K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $11M | 68.5K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.10% | $10M | 62.4K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $9M | 58.2K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.11% | $7M | 47.3K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.17% | $7M | 44.9K | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.25% | $6M | 39.8K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.04% | $6M | 37.7K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $6M | 37.3K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 33.7K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $5M | 31.9K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.19% | $5M | 31.1K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.02% | $4M | 28.2K | Q2 2025OLDER |
| LVZ, Inc.$984M AUM | 0.48% | $4M | 27.3K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.10% | $4M | 27.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 26.2K | Q1 2026 |
| WIN ADVISORS, INC$219M AUM | 1.79% | $4M | 25.4K | Q1 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 0.53% | $4M | 24.3K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $4M | 24.3K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $4M | 23.8K | Q2 2025OLDER |
| Boyce & Associates Wealth Consulting, Inc.$132M AUM | 2.47% | $3M | 21.1K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $3M | 21.1K | Q1 2026 |
| Proactive Wealth Strategies LLC$532M AUM | 0.60% | $3M | 20.8K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.07% | $3M | 20.4K | Q1 2026 |
| HFG Advisors, Inc.$142M AUM | 2.19% | $3M | 20.2K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.03% | $3M | 20.2K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 19.1K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $3M | 19.6K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.05% | $3M | 18.9K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.11% | $3M | 17.9K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 16.9K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 16.7K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.05% | $3M | 16.5K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 0.08% | $3M | 15.4K | Q1 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.74% | $2M | 15.3K | Q1 2026 |
| IFS Group,LLC$112M AUM | 1.98% | $2M | 14.4K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.08% | $2M | 13.3K | Q4 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.06% | $2M | 13.6K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $2M | 13.2K | Q1 2026 |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $2M | 13.0K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 12.9K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 12.2K | Q1 2026 |
| Empirical Asset Management, LLC$379M AUM | 0.49% | $2M | 12.0K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $2M | 11.3K | Q4 2025OLDER |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.06% | $2M | 11.7K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 11.5K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $2M | 11.0K | Q1 2026 |
| Keystone Wealth Services, LLC$468M AUM | 0.35% | $2M | 10.7K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.05% | $2M | 9.5K | Q1 2026 |
| Horizon Family Wealth, Inc.$189M AUM | 0.83% | $2M | 10.2K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.09% | $2M | 10.2K | Q1 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 0.86% | $2M | 9.9K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 9.9K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 9.4K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.01% | $1M | 9.4K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 9.4K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $1M | 9.2K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.10% | $1M | 8.9K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 8.9K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $1M | 8.8K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $1M | 8.6K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 8.5K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $1M | 8.5K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 8.3K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 8.3K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.04% | $1M | 8.0K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.08% | $1M | 7.5K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.03% | $1M | 7.7K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1M | 7.7K | Q1 2026 |
| Three Seasons Wealth, LLC$262M AUM | 0.42% | $1M | 7.2K | Q1 2026 |
| Beck Bode, LLC$591M AUM | 0.18% | $1M | 7.0K | Q1 2026 |
| G&S Capital LLC$285M AUM | 0.38% | $1M | 6.7K | Q4 2025OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.17% | $1M | 7.0K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $1M | 6.7K | Q4 2025OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.07% | $1M | 6.8K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $1M | 6.7K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 6.7K | Q1 2026 |
| Tyler-Stone Wealth Management$621M AUM | 0.16% | $977,596 | 6.5K | Q2 2025OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.06% | $963,642 | 6.4K | Q2 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.03% | $950,548 | 7.2K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $920,762 | 6.0K | Q1 2026 |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.07% | $905,434 | 5.9K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $858,477 | 5.6K | Q1 2026 |
| Private Advisory Group LLC$1.5B AUM | 0.07% | $842,181 | 5.2K | Q3 2025OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.31% | $841,619 | 5.5K | Q1 2026 |
| Z3 Capital Partners, LLC$395M AUM | 0.21% | $840,077 | 5.5K | Q1 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.12% | $834,706 | 5.4K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $832,365 | 5.4K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $832,255 | 5.4K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $818,319 | 5.3K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.07% | $791,844 | 5.1K | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.42% | $786,591 | 5.1K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $779,711 | 5.1K | Q1 2026 |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.44% | $779,191 | 5.1K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.22% | $778,917 | 4.9K | Q4 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.03% | $770,950 | 4.8K | Q4 2025OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.03% | $770,527 | 4.8K | Q3 2025OLDER |
| Well Done, LLC$681M AUM | 0.11% | $751,446 | 4.9K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.02% | $748,627 | 4.9K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.04% | $719,283 | 4.5K | Q4 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $716,086 | 4.5K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $707,593 | 4.6K | Q1 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.07% | $702,109 | 4.3K | Q4 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $687,322 | 4.5K | Q1 2026 |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.07% | $683,622 | 4.4K | Q1 2026 |
| 1776 Wealth LLC$254M AUM | 0.26% | $672,678 | 4.4K | Q1 2026 |
| WMG Financial Advisors, LLC$240M AUM | 0.22% | $651,478 | 4.1K | Q3 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $650,514 | 4.2K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $640,781 | 3.8K | Q1 2026 |
| Huntleigh Advisors, Inc.$585M AUM | 0.11% | $628,902 | 4.1K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $618,298 | 3.9K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $582,352 | 3.8K | Q1 2026 |
| RiverTree Advisors, LLC$158M AUM | 0.37% | $576,647 | 3.7K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $572,585 | 3.7K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $561,541 | 3.6K | Q1 2026 |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.09% | $518,227 | 3.4K | Q1 2026 |
| SAXON INTERESTS, INC.$290M AUM | 0.17% | $501,417 | 3.3K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $485,194 | 3.0K | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $475,909 | 3.1K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $474,491 | 3.1K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.06% | $456,570 | 3.0K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $453,179 | 2.9K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $443,468 | 2.9K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.03% | $438,536 | 2.8K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.02% | $434,171 | 2.8K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.03% | $430,910 | 2.9K | Q2 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $424,112 | 2.8K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.15% | $419,115 | 2.7K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $418,348 | 2.6K | Q4 2025OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.07% | $413,753 | 2.7K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.01% | $408,786 | 2.7K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $406,566 | 2.5K | Q4 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.07% | $406,012 | 2.6K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $395,684 | 2.6K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $391,985 | 2.5K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $387,120 | 2.5K | Q1 2026 |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.27% | $383,661 | 2.5K | Q1 2026 |
| Xcel Wealth Management, LLC$362M AUM | 0.09% | $372,671 | 2.3K | Q4 2025OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.11% | $369,765 | 2.4K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $358,382 | 2.3K | Q1 2026 |
| Cypress Wealth Services, LLC$708M AUM | 0.05% | $346,698 | 2.2K | Q1 2026 |
| Chicago Wealth Management, Inc.$251M AUM | 0.14% | $343,584 | 2.2K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.01% | $342,000 | 2.2K | Q1 2026 |
| WealthBridge Capital Management, LLC$434M AUM | 0.08% | $340,501 | 2.2K | Q1 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM | 0.18% | $339,751 | 2.2K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $328,434 | 2.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $326,320 | 2.1K | Q1 2026 |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $326,166 | 2.1K | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $322,137 | 2.1K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $319,265 | 2.0K | Q1 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $318,304 | 2.1K | Q1 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.11% | $312,912 | 1.8K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $312,755 | 2.0K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $311,077 | 2.0K | Q1 2026 |
| Parkwoods Wealth Partners, LLC$408M AUM | 0.08% | $310,751 | 2.0K | Q1 2026 |
| GERMAN AMERICAN BANCORP, INC.$1.2B AUM | 0.03% | $308,285 | 2.0K | Q1 2026 |
| Bawa N Mallick Trust$244M AUM | 0.13% | $308,285 | 2.0K | Q1 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC$125M AUM | 0.24% | $306,744 | 2.0K | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $306,281 | 2.0K | Q1 2026 |
| Meridian Wealth Advisors, LLC$756M AUM | 0.04% | $304,432 | 2.0K | Q1 2026 |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.11% | $299,243 | 1.9K | Q1 2026 |
| TCFG Investment Advisors, LLC$297M AUM | 0.11% | $299,243 | 1.9K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.01% | $298,792 | 1.9K | Q1 2026 |
| WealthTrust Asset Management, LLC$167M AUM | 0.17% | $292,594 | 1.9K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.03% | $292,255 | 1.9K | Q1 2026 |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 0.13% | $286,705 | 1.9K | Q1 2026 |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.01% | $286,205 | 1.8K | Q4 2025OLDER |
| TKG Advisors, LLC$242M AUM | 0.11% | $283,940 | 1.8K | Q4 2025OLDER |
| Clarity Capital Partners LLC$280M AUM | 0.10% | $282,616 | 1.9K | Q2 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $280,385 | 1.8K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $278,384 | 1.8K | Q1 2026 |
| Crumly & Associates Inc.$522M AUM | 0.06% | $272,524 | 1.8K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $265,707 | 1.8K | Q2 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $251,546 | 1.6K | Q1 2026 |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.24% | $249,407 | 1.6K | Q4 2025OLDER |
| Mission Financial Group, LLC$108M AUM | 0.23% | $246,075 | 1.6K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.03% | $244,933 | 1.6K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $244,427 | 1.6K | Q1 2026 |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 0.12% | $238,000 | 1.5K | Q4 2025OLDER |
| Strid Group, LLC$807M AUM | 0.03% | $223,667 | 1.5K | Q1 2026 |
| Harvest Investment Services, LLC$547M AUM | 0.04% | $219,653 | 1.4K | Q1 2026 |
| Missouri Trust & Investment Co$341M AUM | 0.06% | $219,345 | 1.4K | Q1 2026 |
| BlueChip Wealth Advisors LLC$228M AUM | 0.10% | $215,283 | 1.4K | Q2 2025OLDER |
| Cushing Capital Partners, LLC$130M AUM | 0.16% | $208,555 | 1.4K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $204,466 | 1.3K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.00% | $202,000 | 1.3K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $202,000 | 1.3K | Q4 2025OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.01% | $200,314 | 1.2K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $196,532 | 1.3K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $195,681 | 1.3K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $193,559 | 1.3K | Q1 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 0.02% | $186,359 | 1.2K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.01% | $166,937 | 1.1K | Q1 2026 |
| IFG Advisory, LLC$35M AUM | 0.40% | $138,574 | 899 | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.01% | $132,000 | 854 | Q1 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 0.06% | $107,746 | 699 | Q1 2026 |
| Hilltop National Bank$468M AUM | 0.03% | $106,050 | 688 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $86,474 | 561 | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.04% | $76,763 | 498 | Q1 2026 |
| PlanVest Financial, Inc$131M AUM | 0.05% | $71,322 | 462 | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.01% | $69,518 | 451 | Q1 2026 |
| Pillar Financial Advisors, LLC$171M AUM | 0.04% | $67,053 | 435 | Q1 2026 |
| Luminist Capital LLC$75M AUM | 0.08% | $64,389 | 403 | Q4 2025OLDER |
| Tidemark, LLC$393M AUM | 0.02% | $62,352 | 390 | Q4 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.02% | $58,266 | 378 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $53,121 | 345 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $51,239 | 371 | Q2 2025OLDER |
| BankPlus Trust Department$374M AUM | 0.01% | $47,013 | 305 | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $45,934 | 298 | Q1 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.01% | $43,686 | 263 | Q1 2026 |
| Trifecta Capital Advisors, LLC$646M AUM | 0.01% | $43,469 | 282 | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $36,149 | 225 | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $34,683 | 225 | Q1 2026 |
| REAP Financial Group, LLC$507M AUM | 0.01% | $34,080 | 221 | Q1 2026 |
| Silver Grove Financial Group, Inc.$124M AUM | 0.03% | $34,053 | 221 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.01% | $32,531 | 208 | Q1 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.02% | $32,215 | 209 | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.01% | $30,828 | 200 | Q1 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $26,821 | 174 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $24,663 | 160 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $21,272 | 138 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $20,916 | 130 | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $16,716 | 104 | Q3 2025OLDER |
| KERR FINANCIAL PLANNING Corp$90M AUM | 0.01% | $16,715 | 101 | Q1 2026 |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.01% | $15,415 | 100 | Q1 2026 |
| Trask Adam Roland$106M AUM | 0.01% | $15,414 | 100 | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $13,719 | 89 | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $8,314 | 52 | Q4 2025OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $8,035 | 87 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $8,034 | 50 | Q3 2025OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.01% | $7,390 | 46 | Q3 2025OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $5,395 | 35 | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $5,087 | 33 | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.00% | $2,158 | 14 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $1,601 | 10 | Q4 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $1,234 | 8 | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $639 | 4 | Q4 2025OLDER |
| 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.