KBWBINVESCO EXCH TRADED FD TR II
CUSIP 46138E628 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exch Traded Fd Tr II (KBWB) has 296 institutional holders in Filings Flow’s 13F database, together reporting 48.35M shares worth $3.8B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Jpmorgan Chase & Co, and Fisher Asset Management, LLC.
Institutional Holders
296
Q1 2026
Reported Value
$3.8B
Ticker
KBWB
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.07% | $902M | 11.39M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.04% | $631M | 8.26M | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.10% | $306M | 3.86M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.03% | $231M | 2.92M | Q1 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 1.48% | $171M | 2.16M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.01% | $154M | 1.95M | Q1 2026 |
| Wharton Business Group, LLC$2.6B AUM | 5.46% | $145M | 1.83M | Q1 2026 |
| Clal Insurance Enterprises Holdings Ltd$16.6B AUM | 0.68% | $112M | 1.42M | Q1 2026 |
| Temasek Holdings (Private) Ltd$30.5B AUM | 0.29% | $87M | 1.10M | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.07% | $85M | 1.08M | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.09% | $58M | 738.3K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.75% | $58M | 732.9K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $53M | 676.0K | Q1 2026 |
| Cornerstone Advisors, LLC$2.7B AUM | 1.94% | $53M | 665.3K | Q1 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.72% | $50M | 627.9K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.48% | $50M | 692.8K | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $43M | 547.6K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.60% | $42M | 530.9K | Q1 2026 |
| TIFF ADVISORY SERVICES, LLC$444M AUM | 9.32% | $41M | 522.5K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $41M | 512.7K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $40M | 500.8K | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 0.45% | $38M | 481.6K | Q1 2026 |
| FIL Ltd$128.7B AUM | 0.03% | $35M | 440.6K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $35M | 439.4K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.04% | $33M | 420.2K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.36% | $32M | 405.1K | Q1 2026 |
| Avanda Investment Management Pte. Ltd.$63M AUM | 10.30% | $31M | 437.5K | Q2 2025OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.58% | $31M | 389.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $29M | 363.5K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.03% | $24M | 306.8K | Q1 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.02% | $23M | 322.9K | Q2 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.03% | $20M | 251.1K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $20M | 250.6K | Q1 2026 |
| Ledyard National Bank$1.2B AUM | 1.66% | $19M | 241.7K | Q1 2026 |
| Marks Wealth, LLC$380M AUM | 5.25% | $17M | 217.5K | Q3 2025OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.03% | $16M | 196.2K | Q1 2026 |
| RFG HOLDINGS, INC.$397M AUM | 3.49% | $14M | 175.1K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.02% | $14M | 175.0K | Q1 2026 |
| Polymer Capital Management (HK) LTD$1.2B AUM | 1.83% | $13M | 153.0K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.16% | $13M | 162.2K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $12M | 145.6K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $11M | 144.3K | Q1 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$789M AUM | 1.45% | $10M | 127.0K | Q3 2025OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.60% | $9M | 118.1K | Q1 2026 |
| Quantitative Investment Management, LLC$963M AUM | 0.90% | $9M | 110.4K | Q4 2025OLDER |
| Guardian Partners Inc.$1.2B AUM | 0.77% | $9M | 117.4K | Q1 2026 |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.43% | $9M | 109.7K | Q1 2026 |
| MKP Capital Management, L.L.C.$3.0B AUM | 0.30% | $8M | 100.0K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $8M | 96.8K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $8M | 100.9K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $7M | 93.0K | Q1 2026 |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 0.16% | $7M | 99.7K | Q2 2025OLDER |
| WP Advisors, LLC$387M AUM | 1.84% | $7M | 89.9K | Q1 2026 |
| ALTFEST L J & CO INC$935M AUM | 0.77% | $7M | 83.8K | Q4 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.13% | $7M | 86.6K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 1.43% | $7M | 77.0K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $6M | 81.5K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.29% | $6M | 79.2K | Q1 2026 |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 1.86% | $6M | 78.0K | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.03% | $6M | 77.5K | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $6M | 76.3K | Q1 2026 |
| Interval Partners, LP$3.8B AUM | 0.15% | $6M | 74.0K | Q1 2026 |
| SSI INVESTMENT MANAGEMENT LLC$1.4B AUM | 0.37% | $6M | 65.6K | Q4 2025OLDER |
| Banco BTG Pactual S.A.$1.1B AUM | 0.94% | $5M | 65.0K | Q4 2025OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.42% | $5M | 67.7K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $5M | 62.5K | Q4 2025OLDER |
| Massar Capital Management, LP$934M AUM | 0.55% | $5M | 61.1K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $5M | 64.3K | Q1 2026 |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.06% | $5M | 64.6K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.06% | $5M | 62.9K | Q3 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $5M | 59.0K | Q1 2026 |
| Silphium Asset Management Ltd$264M AUM | 1.72% | $5M | 57.4K | Q1 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 2.53% | $4M | 55.6K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.03% | $4M | 54.1K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.05% | $4M | 54.1K | Q3 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.09% | $4M | 49.2K | Q4 2025OLDER |
| First International Bank of Israel Ltd.$340M AUM | 1.21% | $4M | 52.0K | Q1 2026 |
| Quadcap Wealth Management, LLC$879M AUM | 0.46% | $4M | 51.1K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $4M | 47.8K | Q4 2025OLDER |
| HRT FINANCIAL LP$40.1B AUM | 0.01% | $4M | 50.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 49.8K | Q1 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.02% | $4M | 46.8K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.02% | $4M | 46.1K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.04% | $4M | 44.9K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 43.7K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3M | 43.0K | Q1 2026 |
| Hobbs Group Advisors, LLC$334M AUM | 1.01% | $3M | 42.5K | Q1 2026 |
| PGIM Custom Harvest LLC$6.4B AUM | 0.05% | $3M | 41.2K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $3M | 40.0K | Q1 2026 |
| ProVise Management Group, LLC$1.4B AUM | 0.23% | $3M | 39.9K | Q1 2026 |
| IPG Investment Advisors LLC$582M AUM | 0.56% | $3M | 40.2K | Q3 2025OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 1.77% | $3M | 39.1K | Q1 2026 |
| Advocacy Wealth Management, LLC$2.3B AUM | 0.14% | $3M | 38.9K | Q1 2026 |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 1.50% | $3M | 38.7K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.19% | $3M | 42.4K | Q2 2025OLDER |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.93% | $3M | 37.8K | Q1 2026 |
| Anfield Capital Management, LLC$363M AUM | 0.78% | $3M | 35.8K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.16% | $3M | 32.5K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $3M | 34.8K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.22% | $3M | 32.9K | Q1 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 0.85% | $3M | 32.1K | Q1 2026 |
| Helix Partners Management LP$374M AUM | 0.95% | $3M | 35.0K | Q2 2025OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.29% | $2M | 28.4K | Q4 2025OLDER |
| Keel Point, LLC$1.5B AUM | 0.14% | $2M | 28.4K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 29.3K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.14% | $2M | 26.8K | Q4 2025OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.09% | $2M | 28.3K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $2M | 28.0K | Q1 2026 |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.05% | $2M | 25.6K | Q4 2025OLDER |
| Masso Torrence Wealth Management Inc.$240M AUM | 0.90% | $2M | 27.5K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 27.1K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.03% | $2M | 27.0K | Q1 2026 |
| Synergy Asset Management, LLC$942M AUM | 0.22% | $2M | 24.8K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 23.6K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $2M | 22.9K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.15% | $2M | 22.7K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.03% | $2M | 22.5K | Q3 2025OLDER |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 0.01% | $2M | 22.0K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 20.0K | Q4 2025OLDER |
| Ulysses Management LLC$802M AUM | 0.29% | $2M | 19.0K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $1M | 17.4K | Q4 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $1M | 18.7K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $1M | 18.3K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1M | 17.6K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 16.4K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.03% | $1M | 16.5K | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.02% | $1M | 16.2K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $1M | 15.5K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $1M | 15.3K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $1M | 15.3K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 15.0K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 14.7K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $1M | 14.2K | Q1 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV$116M AUM | 0.93% | $1M | 13.2K | Q4 2025OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.05% | $1M | 14.0K | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $1M | 13.5K | Q1 2026 |
| Jain Global LLC$24.2B AUM | 0.01% | $1M | 14.8K | Q2 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $1M | 13.3K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.03% | $1M | 13.1K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.04% | $1M | 12.0K | Q4 2025OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.23% | $1M | 12.9K | Q3 2025OLDER |
| Oregon Pacific Wealth Management, LLC$96M AUM | 1.01% | $969,537 | 12.3K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.05% | $960,153 | 12.1K | Q1 2026 |
| WESPAC Advisors SoCal, LLC$470M AUM | 0.20% | $934,091 | 11.8K | Q1 2026 |
| ROCKLAND TRUST CO$2.5B AUM | 0.04% | $919,374 | 11.6K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $909,089 | 11.5K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.05% | $895,953 | 11.3K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.03% | $895,000 | 11.3K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.10% | $886,065 | 11.2K | Q1 2026 |
| Niles Investment Management, LLC$111M AUM | 0.66% | $868,187 | 10.3K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $847,842 | 11.1K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $832,409 | 10.5K | Q1 2026 |
| PHILADELPHIA TRUST CO$1.4B AUM | 0.06% | $782,000 | 10.0K | Q3 2025OLDER |
| Permanent Capital Management, LP$643M AUM | 0.12% | $762,216 | 8.7K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $755,905 | 9.6K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $753,776 | 9.5K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $736,609 | 9.3K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $731,592 | 9.3K | Q3 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $685,276 | 8.8K | Q3 2025OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.08% | $680,458 | 8.1K | Q4 2025OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.04% | $668,089 | 8.4K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $664,061 | 7.9K | Q4 2025OLDER |
| City Center Advisors, LLC$123M AUM | 0.61% | $662,841 | 8.4K | Q1 2026 |
| Marex Group Ltd$15.8B AUM | 0.00% | $657,725 | 8.3K | Q1 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 0.05% | $637,485 | 7.6K | Q4 2025OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.02% | $633,435 | 8.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $632,960 | 8.0K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $623,070 | 7.9K | Q1 2026 |
| HANOVER ADVISORS INC$246M AUM | 0.25% | $617,690 | 7.8K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $615,949 | 7.8K | Q1 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.17% | $607,642 | 7.7K | Q1 2026 |
| Advisor Resource Council$309M AUM | 0.19% | $596,179 | 7.5K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.02% | $590,192 | 7.5K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $579,368 | 6.9K | Q4 2025OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.06% | $576,073 | 7.3K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $572,166 | 7.2K | Q1 2026 |
| Fort Sheridan Advisors LLC$828M AUM | 0.07% | $571,009 | 7.2K | Q1 2026 |
| PUFF WEALTH MANAGEMENT, LLC$98M AUM | 0.73% | $566,302 | 6.6K | Q4 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $565,392 | 7.1K | Q1 2026 |
| Stonegate Management LLC$0 AUM | 0.37% | $560,375 | 7.2K | Q3 2025OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $553,839 | 7.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $531,802 | 6.3K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $529,088 | 6.3K | Q1 2026 |
| Circle Wealth Management, LLC$7.0B AUM | 0.01% | $527,097 | 6.7K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $527,018 | 6.7K | Q1 2026 |
| Clark Asset Management, LLC$1.3B AUM | 0.05% | $523,273 | 6.6K | Q1 2026 |
| BANK HAPOALIM BM$652M AUM | 0.08% | $513,000 | 6.5K | Q1 2026 |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.18% | $504,476 | 6.0K | Q4 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.02% | $491,945 | 5.7K | Q1 2026 |
| One Day In July LLC$1.2B AUM | 0.04% | $480,891 | 6.1K | Q1 2026 |
| Tanager Wealth Management LLP$1.0B AUM | 0.05% | $479,230 | 6.1K | Q1 2026 |
| Investment Research Partners LLC$246M AUM | 0.19% | $466,729 | 5.9K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $465,226 | 5.9K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $465,193 | 5.9K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $454,861 | 5.7K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.02% | $453,890 | 7.2K | Q1 2026 |
| Tranquilli Financial Advisor LLC$171M AUM | 0.26% | $452,725 | 5.7K | Q1 2026 |
| Family Manage LLC$834M AUM | 0.05% | $427,960 | 5.4K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.03% | $423,726 | 5.0K | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $422,026 | 5.3K | Q1 2026 |
| Shepherd Financial Partners LLC$1.1B AUM | 0.04% | $413,876 | 5.2K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.02% | $408,914 | 4.9K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $407,328 | 5.1K | Q1 2026 |
| Avail Investment Partners, LLC$94M AUM | 0.43% | $399,000 | 5.0K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $395,600 | 5.0K | Q1 2026 |
| Concentrum Wealth Management$339M AUM | 0.12% | $395,600 | 5.0K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $389,508 | 4.9K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.08% | $383,584 | 4.8K | Q1 2026 |
| Chicago Capital, LLC$3.7B AUM | 0.01% | $380,567 | 4.8K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.01% | $363,543 | 4.3K | Q4 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $363,515 | 4.6K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $363,003 | 4.6K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.02% | $348,593 | 4.4K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.04% | $342,510 | 4.3K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $331,762 | 4.2K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.01% | $314,502 | 4.0K | Q1 2026 |
| LM Advisors LLC$6M AUM | 0.05% | $313,000 | 4.0K | Q3 2025OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.01% | $312,999 | 4.0K | Q1 2026 |
| Keystone Global Partners, LLC$265M AUM | 0.16% | $307,365 | 3.9K | Q3 2025OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $303,508 | 3.5K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $301,979 | 3.8K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $299,730 | 4.2K | Q2 2025OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.05% | $297,387 | 3.8K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.01% | $289,500 | 3.7K | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.05% | $286,437 | 3.6K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $284,082 | 3.6K | Q1 2026 |
| Accredited Investors Inc.$1.9B AUM | 0.02% | $280,685 | 3.5K | Q1 2026 |
| Fairscale Capital, LLC$145M AUM | 0.19% | $279,927 | 3.5K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $278,497 | 3.5K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $278,323 | 3.5K | Q1 2026 |
| Roble, Belko & Company, Inc$787M AUM | 0.04% | $277,000 | 3.5K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $276,659 | 3.3K | Q4 2025OLDER |
| Mosley Wealth Management$221M AUM | 0.13% | $276,306 | 3.5K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $276,241 | 3.5K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $273,160 | 3.5K | Q1 2026 |
| Integrity Advisory Solutions, LLC$757M AUM | 0.03% | $261,227 | 3.3K | Q1 2026 |
| Northstar Advisory Group, LLC$269M AUM | 0.09% | $261,046 | 3.1K | Q4 2025OLDER |
| Crown Wealth Group, LLC$340M AUM | 0.08% | $257,140 | 3.3K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.00% | $257,061 | 3.2K | Q1 2026 |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.00% | $253,521 | 3.0K | Q4 2025OLDER |
| DSG Capital Advisors, LLC$625M AUM | 0.04% | $253,421 | 3.2K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $252,890 | 3.5K | Q2 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $249,703 | 3.2K | Q1 2026 |
| Quantum Portfolio Management LLC$230M AUM | 0.11% | $249,465 | 3.2K | Q1 2026 |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.18% | $243,294 | 3.1K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.02% | $242,590 | 3.1K | Q3 2025OLDER |
| Horizon Family Wealth, Inc.$189M AUM | 0.13% | $239,681 | 2.8K | Q4 2025OLDER |
| EJMK Ventures LLC$179M AUM | 0.13% | $239,575 | 3.0K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $237,338 | 3.0K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $235,763 | 3.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $235,579 | 2.7K | Q4 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.01% | $230,513 | 2.9K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $229,606 | 2.9K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $229,189 | 2.9K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.01% | $229,052 | 2.9K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $228,370 | 2.9K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $221,773 | 2.8K | Q1 2026 |
| FRG Family Wealth Advisors LLC$611M AUM | 0.04% | $221,536 | 2.8K | Q1 2026 |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.00% | $219,874 | 2.8K | Q1 2026 |
| Collar Capital Management, LLC$155M AUM | 0.14% | $217,501 | 2.7K | Q1 2026 |
| CPR Investments Inc.$150M AUM | 0.14% | $213,474 | 2.7K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $211,563 | 2.7K | Q1 2026 |
| Ironwood Investment Counsel, LLC$694M AUM | 0.03% | $210,617 | 2.7K | Q1 2026 |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 0.05% | $208,297 | 2.6K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $208,028 | 2.5K | Q4 2025OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 0.03% | $207,195 | 2.6K | Q1 2026 |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.02% | $206,238 | 2.6K | Q3 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $204,000 | 2.6K | Q1 2026 |
| MRA Advisory Group$276M AUM | 0.09% | $203,581 | 2.4K | Q4 2025OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.03% | $202,971 | 2.8K | Q2 2025OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.00% | $202,543 | 2.4K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $201,039 | 2.8K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $181,738 | 2.3K | Q1 2026 |
| Finley Financial, LLC$248M AUM | 0.08% | $178,020 | 2.3K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $168,130 | 2.1K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $166,509 | 2.1K | Q3 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $153,968 | 1.9K | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $136,640 | 1.7K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $136,007 | 1.7K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.03% | $130,944 | 1.7K | Q1 2026 |
| Acropolis Investment Management, LLC$2.3B AUM | 0.01% | $123,586 | 1.6K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $123,576 | 1.5K | Q1 2026 |
| HARBOR CAPITAL ADVISORS, INC.$1.2B AUM | 0.01% | $111,000 | 1.4K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $105,240 | 1.3K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $99,378 | 1.2K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $95,577 | 1.2K | Q1 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.01% | $91,304 | 1.2K | Q1 2026 |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.06% | $91,271 | 1.2K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $86,241 | 1.1K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $85,459 | 1.2K | Q2 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $82,680 | 1.0K | Q1 2026 |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.01% | $82,363 | 1.1K | Q2 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $71,779 | 896 | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.00% | $70,417 | 890 | Q1 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 0.01% | $68,122 | 861 | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $64,799 | 819 | Q1 2026 |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $64,087 | 810 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $58,707 | 742 | Q1 2026 |
| High Point Wealth Management, LLC$104M AUM | 0.05% | $57,401 | 681 | Q4 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $56,811 | 674 | Q4 2025OLDER |
| BAYBAN$115M AUM | 0.04% | $51,270 | 648 | Q1 2026 |
| Harel Insurance Investments & Financial Services Ltd.$14.7B AUM | 0.00% | $49,000 | 620 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $42,328 | 535 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $42,092 | 532 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $40,798 | 534 | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.01% | $39,560 | 500 | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $39,560 | 500 | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $35,452 | 400 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $33,841 | 428 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $32,993 | 417 | Q1 2026 |
| Blume Capital Management, Inc.$588M AUM | 0.01% | $31,648 | 400 | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.00% | $30,205 | 382 | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $28,879 | 365 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $26,805 | 318 | Q4 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $25,456 | 302 | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $25,398 | 321 | Q1 2026 |
| Guerra Advisors Inc$271M AUM | 0.01% | $22,182 | 284 | Q3 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $21,521 | 272 | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $21,486 | 300 | Q2 2025OLDER |
| Park Square Financial Group, LLC$13M AUM | 0.16% | $20,967 | 265 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $20,492 | 259 | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $20,334 | 257 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $18,986 | 240 | Q1 2026 |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $17,802 | 225 | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.00% | $16,352 | 194 | Q4 2025OLDER |
| Curat Global, LLC$102M AUM | 0.01% | $15,642 | 200 | Q3 2025OLDER |
| eCIO, Inc.$228M AUM | 0.01% | $15,589 | 185 | Q4 2025OLDER |
| Advocate Investing Services LLC$118M AUM | 0.01% | $14,242 | 180 | Q1 2026 |
| Piscataqua Savings Bank$148M AUM | 0.01% | $14,241 | 180 | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $14,162 | 179 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $13,530 | 171 | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $13,000 | 158 | Q4 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $12,501 | 158 | Q1 2026 |
| BFSG, LLC$1.1B AUM | 0.00% | $12,185 | 154 | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $11,552 | 146 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $11,472 | 145 | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $10,998 | 139 | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $10,681 | 135 | Q1 2026 |
| Grove Bank & Trust$1.0B AUM | 0.00% | $10,027 | 140 | Q2 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $9,840 | 124 | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $9,545 | 121 | Q1 2026 |
| TruNorth Capital Management, LLC$522M AUM | 0.00% | $8,916 | 114 | Q3 2025OLDER |
| Osbon Capital Management LLC$123M AUM | 0.01% | $8,703 | 110 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $8,163 | 103 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $7,991 | 101 | Q1 2026 |
| Fourth Dimension Wealth, LLC$264M AUM | 0.00% | $7,912 | 100 | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $7,912 | 100 | Q1 2026 |
| PFS Partners, LLC$218M AUM | 0.00% | $7,517 | 95 | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $7,418 | 100 | Q2 2025OLDER |
| Aviso Financial Inc.$2.8B AUM | 0.00% | $7,018 | 98 | Q2 2025OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $6,883 | 87 | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $6,387 | 89 | Q2 2025OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $6,322 | 75 | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $6,250 | 79 | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $6,000 | 76 | Q1 2026 |
| High Note Wealth, LLC$509M AUM | 0.00% | $5,064 | 64 | Q1 2026 |
| Avion Wealth$484M AUM | 0.00% | $5,000 | 74 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $4,906 | 62 | Q1 2026 |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.00% | $4,904 | 62 | Q1 2026 |
| Access Investment Management LLC$376M AUM | 0.00% | $4,748 | 60 | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $4,727 | 66 | Q2 2025OLDER |
| Rachor Investment Advisory Services, LLC$203M AUM | 0.00% | $4,194 | 53 | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $4,194 | 53 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $4,193 | 53 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $4,115 | 52 | Q1 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $4,114 | 52 | Q1 2026 |
| WealthCollab, LLC$243M AUM | 0.00% | $4,046 | 48 | Q4 2025OLDER |
| Cardinal Strategic Wealth Guidance$379M AUM | 0.00% | $4,036 | 51 | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $3,956 | 50 | Q1 2026 |
| COUNTRY TRUST BANK$5.3B AUM | 0.00% | $3,956 | 50 | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $3,877 | 46 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $3,877 | 49 | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $3,832 | 49 | Q3 2025OLDER |
| KERR FINANCIAL PLANNING Corp$90M AUM | 0.01% | $3,669 | 48 | Q3 2025OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.00% | $3,640 | 46 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $3,640 | 46 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $3,441 | 44 | Q3 2025OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $3,329 | 38 | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $3,244 | 41 | Q1 2026 |
| Quaker Wealth Management, LLC$320M AUM | 0.00% | $3,244 | 41 | Q1 2026 |
| MASECO LLP$3.2B AUM | 0.00% | $3,203 | 38 | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $3,165 | 40 | Q1 2026 |
| Biltmore Family Office, LLC$716M AUM | 0.00% | $3,034 | 36 | Q4 2025OLDER |
| Capital Analysts, LLC$3.8B AUM | 0.00% | $3,000 | 39 | Q1 2026 |
| YANKCOM Partnership$243M AUM | 0.00% | $2,881 | 34 | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $2,769 | 35 | Q1 2026 |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $2,611 | 33 | Q1 2026 |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $2,529 | 30 | Q4 2025OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.00% | $2,453 | 31 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $2,215 | 28 | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $2,108 | 25 | Q4 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $1,791 | 25 | Q2 2025OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $1,741 | 22 | Q1 2026 |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $1,565 | 20 | Q3 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $1,424 | 18 | Q1 2026 |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.00% | $1,321 | 17 | Q3 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $1,180 | 14 | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $1,035 | 13 | Q1 2026 |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $1,029 | 13 | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $791 | 10 | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $633 | 8 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $633 | 8 | Q1 2026 |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $469 | 6 | Q3 2025OLDER |
| Bernard Wealth Management Corp.$234M AUM | 0.00% | $338 | 4 | Q4 2025OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $237 | 3 | Q1 2026 |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $237 | 3 | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.00% | $235 | 3 | Q3 2025OLDER |
| Activest Wealth Management$569M AUM | — | $0 | 0 | Q2 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.