IXCISHARES TR
CUSIP 464287341 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IXC) has 344 institutional holders in Filings Flow’s 13F database, together reporting 28.86M shares worth $1.7B as of Q1 2026. The largest reported holders are Hsbc Holdings PLC, Fisher Asset Management, LLC, and Schroder Investment Management Group.
Institutional Holders
344
Q1 2026
Reported Value
$1.7B
Ticker
IXC
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| HSBC HOLDINGS PLC$191.6B AUM | 0.14% | $270M | 4.69M | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.07% | $203M | 3.52M | Q1 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.16% | $193M | 3.32M | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $111M | 1.93M | Q1 2026 |
| FIL Ltd$128.7B AUM | 0.08% | $109M | 1.85M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $67M | 1.16M | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.05% | $47M | 816.0K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.80% | $37M | 639.4K | Q1 2026 |
| Verger Capital Management LLC$339M AUM | 9.59% | $33M | 564.9K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 2.76% | $28M | 486.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $24M | 416.1K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $22M | 388.9K | Q1 2026 |
| MFA WEALTH ADVISORS, LLC$508M AUM | 3.59% | $18M | 316.5K | Q1 2026 |
| Van Cleef Asset Management,Inc$929M AUM | 1.75% | $16M | 282.7K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $16M | 279.6K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $16M | 272.9K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $15M | 260.9K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $14M | 238.9K | Q1 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.01% | $14M | 235.8K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $13M | 233.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $13M | 229.5K | Q1 2026 |
| Financial Advisory Corp$754M AUM | 1.78% | $13M | 222.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $12M | 210.9K | Q1 2026 |
| Money Design Co.,Ltd.$2.1B AUM | 0.56% | $12M | 306.8K | Q2 2025OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.65% | $12M | 202.5K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.04% | $11M | 192.3K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $10M | 180.0K | Q1 2026 |
| Strategic Wealth Investment Group, LLC$788M AUM | 1.31% | $10M | 179.6K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $10M | 230.9K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $10M | 167.0K | Q1 2026 |
| Morningstar Investment Management LLC$1.6B AUM | 0.55% | $9M | 154.9K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.22% | $8M | 140.5K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $8M | 139.9K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.12% | $8M | 136.2K | Q1 2026 |
| NKCFO LLC$337M AUM | 1.97% | $7M | 115.1K | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.07% | $6M | 112.5K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $6M | 107.9K | Q1 2026 |
| Ayalon Insurance Comp Ltd.$815M AUM | 1.26% | $6M | 107.5K | Q1 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 1.87% | $6M | 106.8K | Q1 2026 |
| GenTrust, LLC$2.3B AUM | 0.26% | $6M | 106.1K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $6M | 101.1K | Q1 2026 |
| PRUDENTIAL PLC$17.1B AUM | 0.03% | $6M | 96.2K | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.07% | $6M | 96.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $5M | 90.4K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $5M | 89.5K | Q1 2026 |
| Proficio Capital Partners LLC$1.9B AUM | 0.27% | $5M | 88.9K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.03% | $5M | 87.1K | Q1 2026 |
| PGIM Custom Harvest LLC$6.4B AUM | 0.07% | $5M | 83.1K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $5M | 81.6K | Q1 2026 |
| Family Firm, Inc.$415M AUM | 1.12% | $5M | 118.0K | Q2 2025OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.04% | $4M | 77.2K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.02% | $4M | 110.3K | Q2 2025OLDER |
| Factor Wealth Management LTD$661M AUM | 0.80% | $4M | 74.3K | Q1 2026 |
| NORTHLAND SECURITIES, INC.$105M AUM | 3.96% | $4M | 72.1K | Q1 2026 |
| SIERRA SUMMIT ADVISORS LLC$688M AUM | 0.59% | $4M | 70.4K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.02% | $4M | 68.5K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $4M | 67.9K | Q1 2026 |
| Nicholson Meyer Capital Management, Inc.$130M AUM | 2.82% | $4M | 88.8K | Q4 2025OLDER |
| Advocate Investing Services LLC$118M AUM | 3.08% | $4M | 63.2K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $4M | 61.2K | Q1 2026 |
| ABLE Financial Group, LLC$511M AUM | 0.64% | $3M | 56.9K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.01% | $3M | 52.3K | Q1 2026 |
| SENTINEL TRUST CO LBA$1.0B AUM | 0.30% | $3M | 52.3K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 49.7K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $3M | 64.0K | Q1 2026 |
| Rathbones Group PLC$50.6B AUM | 0.01% | $3M | 47.7K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.06% | $3M | 45.0K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.04% | $3M | 65.8K | Q2 2025OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.17% | $3M | 44.0K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 43.5K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.07% | $2M | 42.3K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.05% | $2M | 41.2K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 40.0K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.03% | $2M | 39.8K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $2M | 39.1K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.09% | $2M | 53.5K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 38.8K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $2M | 38.8K | Q1 2026 |
| Alpha Financial Partners LLC$169M AUM | 1.28% | $2M | 37.4K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.08% | $2M | 48.5K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 46.1K | Q1 2026 |
| PSI Advisors, LLC$418M AUM | 0.46% | $2M | 33.4K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $2M | 33.1K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 32.2K | Q1 2026 |
| RAINIER FAMILY WEALTH INC$149M AUM | 1.24% | $2M | 32.1K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 32.0K | Q1 2026 |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.03% | $2M | 29.6K | Q1 2026 |
| ICON ADVISERS INC/CO$433M AUM | 0.37% | $2M | 28.0K | Q1 2026 |
| Chesley Taft & Associates LLC$2.6B AUM | 0.07% | $2M | 27.8K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.18% | $2M | 27.2K | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.01% | $2M | 26.1K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $2M | 26.1K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.01% | $1M | 38.0K | Q2 2025OLDER |
| Affiance Financial, LLC$695M AUM | 0.23% | $1M | 24.8K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 24.6K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $1M | 24.4K | Q1 2026 |
| Climber Capital SA$153M AUM | 0.91% | $1M | 24.2K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 23.3K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.01% | $1M | 22.8K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 22.6K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.02% | $1M | 23.3K | Q1 2026 |
| Guerra Advisors Inc$271M AUM | 0.47% | $1M | 30.7K | Q3 2025OLDER |
| DARA CAPITAL US, INC.$105M AUM | 1.20% | $1M | 22.1K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.01% | $1M | 21.5K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.07% | $1M | 21.4K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 21.3K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 20.2K | Q1 2026 |
| J.Safra Asset Management Corp$1.9B AUM | 0.06% | $1M | 20.2K | Q1 2026 |
| Vantage Point Financial LLC$285M AUM | 0.38% | $1M | 18.8K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.03% | $1M | 18.8K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.01% | $1M | 24.5K | Q4 2025OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 0.30% | $975,568 | 16.9K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $955,125 | 16.6K | Q1 2026 |
| Abbot Financial Management, Inc.$239M AUM | 0.40% | $951,671 | 16.5K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $947,454 | 16.4K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.06% | $927,636 | 16.1K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $910,375 | 15.8K | Q1 2026 |
| ICICI Prudential Asset Management Co Ltd$833M AUM | 0.11% | $907,830 | 15.8K | Q1 2026 |
| Wealth Management Associates, Inc.$290M AUM | 0.31% | $903,901 | 15.7K | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.04% | $897,000 | 15.6K | Q1 2026 |
| SSA SWISS ADVISORS AG$215M AUM | 0.41% | $888,436 | 21.2K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $879,446 | 15.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $855,504 | 15.3K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $803,344 | 13.9K | Q1 2026 |
| BCO Wealth Management LLC$166M AUM | 0.48% | $794,960 | 13.8K | Q1 2026 |
| Advisory Alpha, LLC$3.7B AUM | 0.02% | $767,135 | 13.3K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.04% | $762,374 | 13.7K | Q1 2026 |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.01% | $761,258 | 13.5K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.01% | $756,131 | 13.1K | Q1 2026 |
| Ameraudi Asset Management, Inc.$184M AUM | 0.41% | $748,642 | 13.0K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $746,567 | 13.0K | Q1 2026 |
| Wealth Management Partners, LLC$350M AUM | 0.21% | $737,811 | 12.8K | Q1 2026 |
| Ifrah Financial Services, Inc.$378M AUM | 0.19% | $730,944 | 12.7K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.03% | $728,727 | 12.6K | Q1 2026 |
| Fiduciary Planning LLC$331M AUM | 0.22% | $720,938 | 12.5K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.02% | $718,051 | 12.5K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $716,399 | 17.1K | Q4 2025OLDER |
| Lynx Investment Advisory$209M AUM | 0.34% | $705,690 | 12.2K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $700,106 | 16.8K | Q3 2025OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.09% | $696,037 | 12.1K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $679,510 | 11.8K | Q1 2026 |
| Verity Asset Management, Inc.$238M AUM | 0.27% | $655,487 | 11.4K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $650,578 | 11.3K | Q1 2026 |
| Fort Sheridan Advisors LLC$828M AUM | 0.08% | $646,946 | 11.2K | Q1 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC$97M AUM | 0.67% | $646,787 | 11.2K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $638,211 | 11.1K | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.00% | $628,672 | 15.1K | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $626,435 | 10.9K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $621,006 | 10.8K | Q1 2026 |
| Centerpoint Advisors, LLC$307M AUM | 0.20% | $620,000 | 10.8K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $618,582 | 10.7K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $614,872 | 10.7K | Q1 2026 |
| TPG Advisors LLC$160M AUM | 0.38% | $610,436 | 10.6K | Q1 2026 |
| LOM Asset Management Ltd$348M AUM | 0.17% | $600,872 | 10.4K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $586,000 | 10.2K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $585,972 | 14.0K | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $577,695 | 13.8K | Q4 2025OLDER |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 0.01% | $576,100 | 10.0K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $573,618 | 10.0K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $557,701 | 9.5K | Q1 2026 |
| Atlantic Private Wealth, LLC$153M AUM | 0.37% | $556,386 | 14.2K | Q2 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $551,554 | 9.6K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $546,910 | 9.5K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.03% | $544,224 | 9.9K | Q1 2026 |
| Detalus Advisors, LLC$438M AUM | 0.12% | $534,106 | 9.3K | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.07% | $528,975 | 9.2K | Q1 2026 |
| Forthright Family Wealth Advisory LLC$177M AUM | 0.35% | $526,653 | 12.3K | Q1 2026 |
| MA Private Wealth$591M AUM | 0.09% | $523,657 | 13.3K | Q2 2025OLDER |
| Arcus Capital Partners, LLC$278M AUM | 0.18% | $506,498 | 8.8K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $497,941 | 8.6K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $484,775 | 8.4K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $482,311 | 8.4K | Q1 2026 |
| Hyposwiss Advisors SA$101M AUM | 0.46% | $466,295 | 8.1K | Q1 2026 |
| Baker Ellis Asset Management LLC$842M AUM | 0.06% | $465,201 | 8.1K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.04% | $461,013 | 8.0K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $447,522 | 7.8K | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $438,239 | 7.6K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $424,496 | 7.4K | Q1 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.01% | $424,240 | 7.4K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $422,761 | 10.1K | Q3 2025OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $403,110 | 9.7K | Q3 2025OLDER |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.03% | $402,000 | 9.6K | Q4 2025OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.01% | $401,945 | 7.0K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $397,627 | 6.9K | Q1 2026 |
| Advisors Preferred, LLC$679M AUM | 0.06% | $397,279 | 6.9K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $391,748 | 6.8K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $390,538 | 6.8K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.06% | $389,862 | 9.3K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $387,286 | 6.7K | Q1 2026 |
| Legacy PCG, LLC$19M AUM | 0.23% | $370,577 | 8.8K | Q4 2025OLDER |
| BFI Wealth Solutions, LLC$104M AUM | 0.35% | $367,085 | 6.6K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $366,597 | 6.4K | Q1 2026 |
| Elmwood Wealth Management, Inc.$400M AUM | 0.10% | $357,182 | 6.2K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $353,983 | 6.2K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.03% | $352,631 | 6.1K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $345,502 | 6.0K | Q1 2026 |
| IFG Advisory, LLC$35M AUM | 0.01% | $344,097 | 8.2K | Q4 2025OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $342,606 | 5.9K | Q1 2026 |
| Evolution Wealth Advisors, LLC$981M AUM | 0.05% | $333,965 | 8.5K | Q2 2025OLDER |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $332,000 | 5.8K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.02% | $329,057 | 7.8K | Q4 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $326,520 | 7.8K | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $325,957 | 5.7K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $324,863 | 5.6K | Q1 2026 |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $322,616 | 5.6K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $317,373 | 5.5K | Q1 2026 |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.01% | $316,855 | 5.5K | Q1 2026 |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.04% | $316,107 | 5.5K | Q1 2026 |
| Cardinal Strategic Wealth Guidance$379M AUM | 0.09% | $316,089 | 8.0K | Q2 2025OLDER |
| Corecam Pte. Ltd.$231M AUM | 0.14% | $312,246 | 5.4K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $308,600 | 5.4K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $308,000 | 7.3K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $307,602 | 5.3K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $306,173 | 7.3K | Q4 2025OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.10% | $294,560 | 5.1K | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.01% | $293,811 | 5.1K | Q1 2026 |
| BRIGHT FINANCIAL ADVISORS, INC.$218M AUM | 0.13% | $288,050 | 5.0K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $286,919 | 5.0K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.01% | $283,803 | 4.9K | Q1 2026 |
| ProCore Advisors, LLC$65M AUM | 0.44% | $283,672 | 4.9K | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.02% | $283,639 | 4.9K | Q1 2026 |
| Legacy Advisors, LLC$848M AUM | 0.03% | $283,142 | 4.9K | Q1 2026 |
| MBA Advisors LLC$260M AUM | 0.11% | $279,293 | 4.8K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $275,529 | 4.8K | Q1 2026 |
| Townsend & Associates, Inc$1.2B AUM | 0.02% | $269,368 | 5.0K | Q1 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.01% | $268,751 | 4.7K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $267,483 | 4.6K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $265,676 | 4.6K | Q1 2026 |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $262,775 | 6.3K | Q3 2025OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.16% | $261,261 | 4.5K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $259,433 | 4.5K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 0.02% | $257,000 | 4.5K | Q1 2026 |
| Parcion Private Wealth LLC$1.6B AUM | 0.02% | $254,406 | 4.4K | Q1 2026 |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.02% | $254,175 | 4.4K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $253,955 | 4.4K | Q1 2026 |
| Fort Point Capital Partners LLC$825M AUM | 0.03% | $250,766 | 4.4K | Q1 2026 |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $250,709 | 6.4K | Q2 2025OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 0.09% | $249,489 | 6.0K | Q3 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $249,300 | 4.3K | Q1 2026 |
| Montecito Bank & Trust$607M AUM | 0.04% | $249,221 | 4.3K | Q1 2026 |
| 71 West Capital Partners$2.3B AUM | 0.01% | $248,760 | 4.3K | Q1 2026 |
| CURA WEALTH ADVISORS, LLC$223M AUM | 0.11% | $247,723 | 4.3K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.03% | $247,089 | 4.3K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $243,957 | 4.2K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $243,863 | 4.2K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $243,403 | 5.8K | Q3 2025OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.03% | $240,261 | 4.2K | Q1 2026 |
| RCW Management, LLC$98M AUM | 0.24% | $238,851 | 4.1K | Q1 2026 |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.02% | $236,599 | 4.2K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 0.01% | $236,102 | 5.7K | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $235,102 | 5.6K | Q4 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $229,196 | 3.9K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $229,115 | 4.0K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.01% | $225,968 | 3.9K | Q1 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 0.02% | $225,601 | 3.9K | Q1 2026 |
| Certus Wealth Management, LLC$167M AUM | 0.13% | $223,530 | 5.4K | Q3 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $222,238 | 4.1K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $220,013 | 3.8K | Q1 2026 |
| Almanack Investment Partners, LLC.$592M AUM | 0.04% | $219,218 | 3.8K | Q1 2026 |
| Capasso Planning Partners LLC$185M AUM | 0.12% | $219,070 | 5.6K | Q2 2025OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.01% | $218,745 | 3.8K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $212,005 | 3.7K | Q1 2026 |
| DECISION INVESTMENTS, INC$88M AUM | 0.24% | $209,931 | 3.6K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.00% | $203,940 | 3.5K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $199,064 | 4.8K | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $198,454 | 4.7K | Q4 2025OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $172,830 | 3.0K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $161,953 | 2.8K | Q1 2026 |
| Provident Wealth Management, LLC$331M AUM | 0.04% | $144,025 | 2.5K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $142,816 | 2.5K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $138,453 | 3.3K | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $136,995 | 2.4K | Q1 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 0.03% | $131,754 | 2.3K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $130,071 | 2.3K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $128,437 | 3.1K | Q3 2025OLDER |
| Advanced Asset Management Advisors Inc$362M AUM | 0.04% | $128,176 | 2.2K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $115,358 | 2.0K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $115,034 | 2.1K | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.05% | $109,402 | 1.9K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $108,272 | 1.9K | Q1 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.07% | $100,055 | 1.7K | Q1 2026 |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 0.03% | $92,406 | 1.6K | Q1 2026 |
| Powell Investment Advisors, LLC$290M AUM | 0.03% | $84,198 | 1.5K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $83,251 | 1.4K | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.00% | $80,427 | 2.0K | Q2 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $78,119 | 1.4K | Q1 2026 |
| Winch Advisory Services, LLC$438M AUM | 0.02% | $75,411 | 1.3K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $75,239 | 1.3K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $67,297 | 1.6K | Q4 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.02% | $65,848 | 1.1K | Q1 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.02% | $61,828 | 1.1K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $59,972 | 1.0K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.00% | $58,417 | 1.0K | Q1 2026 |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $57,609 | 1.0K | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.01% | $56,092 | 974 | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.01% | $55,997 | 972 | Q1 2026 |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 0.03% | $53,923 | 936 | Q1 2026 |
| Quattro Advisors LLC$115M AUM | 0.04% | $53,881 | 1.3K | Q4 2025OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $52,256 | 1.3K | Q2 2025OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.03% | $50,518 | 1.2K | Q1 2026 |
| IMG Wealth Management, Inc.$157M AUM | 0.03% | $49,660 | 862 | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.01% | $48,936 | 849 | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $48,910 | 849 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $46,030 | 799 | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $45,891 | 1.2K | Q2 2025OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.00% | $45,184 | 1.1K | Q2 2025OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.03% | $44,129 | 766 | Q1 2026 |
| NFSG Corp$608M AUM | 0.01% | $43,773 | 760 | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.01% | $42,113 | 731 | Q1 2026 |
| PIN OAK INVESTMENT ADVISORS INC$141M AUM | 0.03% | $42,000 | 730 | Q1 2026 |
| Parvin Asset Management, LLC$139M AUM | 0.03% | $41,930 | 1.0K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $41,750 | 1.0K | Q3 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.01% | $40,825 | 974 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $40,077 | 696 | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $39,591 | 687 | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $36,755 | 638 | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $36,525 | 634 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $36,237 | 629 | Q1 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.00% | $35,545 | 617 | Q1 2026 |
| Bank of New Hampshire$437M AUM | 0.01% | $34,566 | 600 | Q1 2026 |
| Integrity Financial Corp /WA$201M AUM | 0.02% | $33,895 | 588 | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $32,769 | 569 | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.01% | $32,722 | 568 | Q1 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $31,889 | 554 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $31,743 | 551 | Q1 2026 |
| EFG International AG$4.7B AUM | 0.00% | $31,686 | 550 | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $31,312 | 750 | Q3 2025OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.01% | $31,279 | 543 | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $30,399 | 725 | Q4 2025OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $28,229 | 490 | Q1 2026 |
| KERR FINANCIAL PLANNING Corp$90M AUM | 0.02% | $27,502 | 500 | Q1 2026 |
| SYM FINANCIAL Corp$1.0B AUM | 0.00% | $27,365 | 475 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $26,695 | 463 | Q1 2026 |
| Arlington Trust Co LLC$1.2B AUM | 0.01% | $25,971 | 661 | Q2 2025OLDER |
| Pineridge Advisors LLC$350M AUM | 0.01% | $25,406 | 609 | Q3 2025OLDER |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 0.00% | $25,175 | 437 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $25,118 | 436 | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.01% | $25,003 | 434 | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.01% | $25,003 | 434 | Q1 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $24,715 | 429 | Q1 2026 |
| Northwest Capital Management Inc$23M AUM | 0.02% | $23,589 | 565 | Q3 2025OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.01% | $23,044 | 400 | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $23,044 | 400 | Q1 2026 |
| Virginia Estate & Retirement Planning Advisors Inc.$57M AUM | 0.04% | $22,593 | 107 | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.02% | $21,892 | 380 | Q1 2026 |
| Minot DeBlois Advisors LLC$110M AUM | 0.02% | $20,164 | 350 | Q1 2026 |
| Collier Financial$131M AUM | 0.02% | $19,750 | 343 | Q1 2026 |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.00% | $19,213 | 489 | Q3 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $18,723 | 325 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $18,147 | 315 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $17,829 | 309 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $17,640 | 306 | Q1 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $17,513 | 304 | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.01% | $17,283 | 300 | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $17,283 | 300 | Q1 2026 |
| Kiker Wealth Management, LLC$209M AUM | 0.01% | $14,378 | 250 | Q1 2026 |
| Vision Retirement, LLC$373M AUM | 0.00% | $14,340 | 342 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $14,287 | 248 | Q1 2026 |
| Front Row Advisors LLC$296M AUM | 0.00% | $14,287 | 248 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $13,892 | 243 | Q1 2026 |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $13,596 | 236 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $12,732 | 221 | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $12,579 | 300 | Q4 2025OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $12,525 | 300 | Q3 2025OLDER |
| Rachor Investment Advisory Services, LLC$203M AUM | 0.01% | $12,502 | 217 | Q1 2026 |
| Capital A Wealth Management, LLC$9M AUM | 0.14% | $12,134 | 310 | Q3 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $11,740 | 280 | Q4 2025OLDER |
| Seneschal Advisors, LLC$135M AUM | 0.01% | $11,522 | 200 | Q1 2026 |
| SITTNER & NELSON, LLC$274M AUM | 0.00% | $11,119 | 193 | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $11,061 | 192 | Q1 2026 |
| Pacifica Partners Inc.$301M AUM | 0.00% | $10,673 | 185 | Q1 2026 |
| Fairscale Capital, LLC$145M AUM | 0.01% | $10,187 | 244 | Q3 2025OLDER |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $9,196 | 234 | Q2 2025OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $8,756 | 152 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $8,699 | 151 | Q1 2026 |
| Aviso Financial Inc.$2.8B AUM | 0.00% | $8,440 | 215 | Q2 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $8,296 | 144 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $8,054 | 144 | Q1 2026 |
| Avion Wealth$484M AUM | 0.00% | $8,000 | 144 | Q1 2026 |
| Breakwater Investment Management$269M AUM | 0.00% | $7,951 | 138 | Q1 2026 |
| POM Investment Strategies, LLC$80M AUM | 0.01% | $7,639 | 133 | Q1 2026 |
| Founders Capital Management$205M AUM | 0.00% | $7,605 | 132 | Q1 2026 |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $6,677 | 115 | Q1 2026 |
| Wall Street Financial Group, Inc.$169M AUM | 0.00% | $6,625 | 115 | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $6,492 | 115 | Q1 2026 |
| TopTier Wealth Management, LLC$163M AUM | 0.00% | $6,222 | 108 | Q1 2026 |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $6,107 | 142 | Q3 2025OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.00% | $5,992 | 104 | Q1 2026 |
| Running Point Capital Advisors, LLC$367M AUM | 0.00% | $5,983 | 143 | Q4 2025OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.00% | $5,661 | 135 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $5,588 | 97 | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $4,802 | 115 | Q3 2025OLDER |
| STRATEGIC ADVISORY PARTNERS, LLC$127M AUM | 0.00% | $4,782 | 83 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $4,206 | 73 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $3,796 | 68 | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $3,198 | 77 | Q3 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $3,111 | 54 | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $3,053 | 53 | Q1 2026 |
| Global Trust Asset Management, LLC$262M AUM | 0.00% | $3,025 | 53 | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.00% | $2,938 | 51 | Q1 2026 |
| SOFI WEALTH, LLC$2.1B AUM | 0.00% | $2,930 | 51 | Q1 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $2,306 | 55 | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2,304 | 40 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $2,304 | 40 | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $2,295 | 58 | Q2 2025OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $2,055 | 49 | Q4 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $1,807 | 46 | Q2 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $1,786 | 31 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $1,754 | 42 | Q3 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $1,326 | 23 | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 0.00% | $1,218 | 31 | Q2 2025OLDER |
| LGT Financial Advisors LLC$20M AUM | 0.00% | $1,211 | 29 | Q3 2025OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $1,095 | 19 | Q1 2026 |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.00% | $1,000 | 13 | Q3 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $992 | 17 | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $872 | 15 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $749 | 13 | Q1 2026 |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $668 | 16 | Q3 2025OLDER |
| New Millennium Group LLC$231M AUM | 0.00% | $585 | 14 | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $576 | 10 | Q1 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.00% | $472 | 12 | Q2 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $453 | 8 | Q1 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $294 | 7 | Q4 2025OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $125 | 3 | Q2 2025OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.00% | $52 | 1 | Q1 2026 |
| Semmax Financial Advisors Inc.$388M AUM | 0.00% | $41 | 1 | Q2 2025OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $30 | 1 | Q2 2025OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | — | $0 | 0 | Q2 2025OLDER |
| CLEAR INVESTMENT RESEARCH, LLC$64M AUM | — | $0 | 0 | Q3 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | — | $0 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.