ONEQFIDELITY COMWLTH TR
CUSIP 315912808 · Yahoo Finance ↗ · Google Finance ↗
Fidelity Comwlth Tr (ONEQ) has 393 institutional holders in Filings Flow’s 13F database, together reporting 18.68M shares worth $1.6B as of Q1 2026. The largest reported holders are FMR LLC, Commonwealth Equity Services, LLC, and Lpl Financial LLC.
Institutional Holders
393
Q1 2026
Reported Value
$1.6B
Ticker
ONEQ
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| FMR LLC$1.90T AUM | 0.01% | $142M | 1.67M | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.15% | $106M | 1.25M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.03% | $100M | 1.17M | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.13% | $59M | 689.9K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $52M | 616.6K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.02% | $50M | 588.8K | Q1 2026 |
| Heck Capital Advisors, LLC$1.3B AUM | 3.69% | $50M | 586.7K | Q1 2026 |
| Lebenthal Global Advisors, LLC$688M AUM | 6.72% | $46M | 544.3K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.16% | $43M | 510.2K | Q1 2026 |
| Analyst IMS Investment Management Services Ltd.$3.3B AUM | 1.28% | $42M | 499.1K | Q1 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 2.38% | $40M | 468.2K | Q1 2026 |
| LJI Wealth Management, LLC$626M AUM | 5.20% | $33M | 383.3K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.03% | $32M | 376.2K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $30M | 349.0K | Q1 2026 |
| TCP Asset Management, LLC$778M AUM | 3.30% | $26M | 302.0K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $24M | 285.1K | Q1 2026 |
| Prasad Wealth Partners, LLC$367M AUM | 5.87% | $22M | 253.9K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $20M | 236.0K | Q1 2026 |
| David Kennon Inc$279M AUM | 7.15% | $20M | 234.7K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.03% | $15M | 173.2K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.04% | $15M | 173.1K | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.54% | $15M | 171.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $14M | 165.2K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $13M | 151.8K | Q1 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 0.67% | $12M | 145.9K | Q1 2026 |
| Commonwealth Financial Services, LLC$632M AUM | 1.96% | $12M | 145.8K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $12M | 145.6K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $12M | 137.5K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $11M | 131.9K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.01% | $11M | 119.3K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $11M | 129.8K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.01% | $10M | 118.1K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $10M | 119.6K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $10M | 114.7K | Q1 2026 |
| Silicon Valley Capital Partners$1.0B AUM | 0.92% | $9M | 111.1K | Q1 2026 |
| jvl associates llc$352M AUM | 3.16% | $9M | 110.9K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $9M | 109.5K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $9M | 107.3K | Q1 2026 |
| Elevation Capital Advisory, LLC$235M AUM | 3.57% | $9M | 111.3K | Q2 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $9M | 102.9K | Q1 2026 |
| Coastline Complete Wealth LLC$161M AUM | 5.33% | $9M | 101.3K | Q1 2026 |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 1.19% | $9M | 95.8K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.07% | $8M | 99.3K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.52% | $8M | 97.2K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.32% | $8M | 96.3K | Q1 2026 |
| Harvest Investment Advisors, LLC$176M AUM | 4.26% | $8M | 82.2K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.19% | $7M | 81.0K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $7M | 78.5K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.18% | $7M | 77.6K | Q1 2026 |
| Portfolio Strategies, Inc.$811M AUM | 0.81% | $7M | 77.1K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $6M | 76.5K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $6M | 72.2K | Q1 2026 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP$255M AUM | 2.34% | $6M | 87.4K | Q2 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.20% | $6M | 70.0K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.06% | $6M | 69.8K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $6M | 68.7K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.03% | $6M | 67.7K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $6M | 66.5K | Q1 2026 |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 2.08% | $5M | 61.3K | Q1 2026 |
| EQ LLC$355M AUM | 1.44% | $5M | 60.3K | Q1 2026 |
| Ayalon Insurance Comp Ltd.$815M AUM | 1.04% | $5M | 59.8K | Q1 2026 |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.68% | $5M | 59.3K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.31% | $5M | 57.7K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.24% | $5M | 56.9K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.05% | $5M | 56.0K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.26% | $5M | 55.0K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $5M | 50.0K | Q1 2026 |
| B&D White Capital Company, LLC$809M AUM | 0.56% | $5M | 53.5K | Q1 2026 |
| Keenan, LLC$119M AUM | 3.83% | $5M | 53.9K | Q1 2026 |
| Pacific Capital Wealth Advisors, Inc.$663M AUM | 0.76% | $5M | 53.4K | Q1 2026 |
| Cedar Point Capital Partners, LLC$154M AUM | 2.85% | $4M | 51.7K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $4M | 50.8K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.18% | $4M | 48.6K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $4M | 48.3K | Q1 2026 |
| Madison Wealth Partners, Inc$627M AUM | 0.64% | $4M | 47.6K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.22% | $4M | 47.4K | Q1 2026 |
| Pinnacle Family Advisors, LLC$213M AUM | 1.86% | $4M | 46.6K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.23% | $4M | 46.4K | Q1 2026 |
| Oasis Advisors, LLC$509M AUM | 0.76% | $4M | 45.7K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 44.8K | Q1 2026 |
| KFA Private Wealth Group, LLC$417M AUM | 0.91% | $4M | 44.8K | Q1 2026 |
| Bawa N Mallick Trust$244M AUM | 1.50% | $4M | 43.0K | Q1 2026 |
| Focused Wealth Management, Inc$964M AUM | 0.36% | $3M | 40.6K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.11% | $3M | 40.5K | Q1 2026 |
| Roxbury Financial LLC$126M AUM | 3.07% | $3M | 40.2K | Q1 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.03% | $3M | 40.1K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 39.9K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $3M | 39.6K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.04% | $3M | 39.0K | Q1 2026 |
| Blue Zone Wealth Advisors, LLC$491M AUM | 0.67% | $3M | 39.0K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.24% | $3M | 38.6K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 38.5K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.05% | $3M | 38.2K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.01% | $3M | 38.1K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $3M | 37.4K | Q1 2026 |
| Texas Yale Capital Corp.$3.5B AUM | 0.09% | $3M | 37.0K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.01% | $3M | 35.9K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.10% | $3M | 35.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.04% | $3M | 31.5K | Q1 2026 |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.23% | $3M | 30.5K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 30.3K | Q1 2026 |
| Trevian Wealth Management LLC$203M AUM | 1.26% | $3M | 30.0K | Q1 2026 |
| KM Capital Management Ltd.$149M AUM | 1.29% | $3M | 27.6K | Q4 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.06% | $2M | 29.1K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.02% | $2M | 29.0K | Q1 2026 |
| CRA Financial Services, LLC$770M AUM | 0.31% | $2M | 28.4K | Q1 2026 |
| Variant Private Wealth, LLC$83M AUM | 2.91% | $2M | 28.3K | Q1 2026 |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.25% | $2M | 26.9K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.04% | $2M | 26.8K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.05% | $2M | 26.6K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.03% | $2M | 25.0K | Q1 2026 |
| Beckerman Institutional, LLC$188M AUM | 1.08% | $2M | 23.8K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $2M | 23.5K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $2M | 23.4K | Q1 2026 |
| Apexium Financial, LP$2.1B AUM | 0.10% | $2M | 22.1K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 22.9K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.21% | $2M | 22.9K | Q1 2026 |
| Wealth Management Associates, Inc.$290M AUM | 0.66% | $2M | 22.5K | Q1 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.44% | $2M | 22.3K | Q1 2026 |
| CVFG LLC$804M AUM | 0.23% | $2M | 22.0K | Q1 2026 |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 1.06% | $2M | 21.3K | Q1 2026 |
| WealthTrak Capital Management LLC$140M AUM | 1.45% | $2M | 21.6K | Q2 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $2M | 18.7K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 20.0K | Q1 2026 |
| Hills Bank & Trust Co$2.1B AUM | 0.08% | $2M | 19.1K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $2M | 19.0K | Q1 2026 |
| Fortune Financial Group, Inc.$111M AUM | 1.54% | $2M | 15.1K | Q4 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $2M | 18.2K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.03% | $2M | 18.1K | Q1 2026 |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 0.70% | $2M | 18.0K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 17.7K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 17.6K | Q1 2026 |
| HWG Holdings LP$385M AUM | 0.38% | $1M | 17.0K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 17.0K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 16.6K | Q1 2026 |
| Hilltop National Bank$468M AUM | 0.33% | $1M | 16.4K | Q1 2026 |
| Dentgroup LLC$146M AUM | 0.95% | $1M | 15.2K | Q4 2025OLDER |
| SENTINEL WEALTH MANAGEMENT, INC.$125M AUM | 1.10% | $1M | 16.2K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $1M | 20.8K | Q4 2025OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.23% | $1M | 15.4K | Q3 2025OLDER |
| RiverTree Advisors, LLC$158M AUM | 0.86% | $1M | 16.0K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $1M | 16.9K | Q2 2025OLDER |
| Financial Partners Group, Inc$836M AUM | 0.15% | $1M | 15.1K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $1M | 14.8K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.05% | $1M | 13.6K | Q3 2025OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.02% | $1M | 14.0K | Q1 2026 |
| Flavin Financial Services, Inc.$149M AUM | 0.79% | $1M | 13.8K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $1M | 13.8K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.03% | $1M | 12.6K | Q4 2025OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.96% | $1M | 12.4K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 13.2K | Q1 2026 |
| Ullmann Wealth Partners Group, LLC$963M AUM | 0.11% | $1M | 12.9K | Q1 2026 |
| Carroll Advisory Group, LLC$258M AUM | 0.42% | $1M | 12.8K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 12.3K | Q1 2026 |
| Goodwin Investment Advisory$84M AUM | 1.24% | $1M | 12.2K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.02% | $1M | 11.9K | Q1 2026 |
| Avondale Wealth Management$203M AUM | 0.49% | $1M | 11.9K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $1M | 11.8K | Q1 2026 |
| Canvas Wealth Advisors, LLC$588M AUM | 0.17% | $1M | 11.0K | Q4 2025OLDER |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $998,000 | 11.8K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $995,344 | 11.7K | Q1 2026 |
| Shared Vision Wealth Group LLC$245M AUM | 0.40% | $990,560 | 11.7K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.04% | $973,931 | 11.5K | Q1 2026 |
| Ciovacco Capital Management LLC$172M AUM | 0.57% | $973,205 | 11.5K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.07% | $964,507 | 11.4K | Q1 2026 |
| Ridgewood Investments LLC$244M AUM | 0.39% | $956,566 | 11.3K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $954,886 | 11.2K | Q1 2026 |
| Eagle Strategies LLC$837M AUM | 0.11% | $945,915 | 11.1K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.01% | $937,000 | 11.0K | Q1 2026 |
| TRUE Private Wealth Advisors$1.0B AUM | 0.09% | $936,921 | 10.3K | Q4 2025OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.18% | $921,771 | 10.9K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.03% | $915,021 | 10.8K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.01% | $914,742 | 11.4K | Q2 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $912,172 | 10.0K | Q4 2025OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.05% | $901,567 | 10.6K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $899,994 | 10.6K | Q1 2026 |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.43% | $892,404 | 10.5K | Q1 2026 |
| PARAGON CAPITAL MANAGEMENT INC$118M AUM | 0.76% | $891,385 | 10.5K | Q1 2026 |
| Sterling Investment Counsel, LLC$357M AUM | 0.25% | $888,360 | 10.5K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.01% | $874,865 | 10.3K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $872,790 | 10.3K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.07% | $872,465 | 8.9K | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.08% | $858,678 | 10.1K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $856,858 | 10.1K | Q1 2026 |
| Strategies Wealth Advisors, LLC$995M AUM | 0.09% | $850,022 | 10.6K | Q2 2025OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.12% | $849,100 | 10.0K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $847,569 | 10.0K | Q1 2026 |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.03% | $846,298 | 10.0K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $829,182 | 9.1K | Q4 2025OLDER |
| Secure Asset Management, LLC$632M AUM | 0.13% | $811,870 | 9.1K | Q3 2025OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.08% | $785,163 | 9.2K | Q1 2026 |
| Wealth Alliance Advisory Group, LLC$632M AUM | 0.12% | $783,680 | 9.2K | Q1 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.39% | $771,917 | 9.1K | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $771,832 | 9.1K | Q1 2026 |
| Calamos Wealth Management LLC$2.9B AUM | 0.03% | $771,832 | 9.1K | Q1 2026 |
| Summit X, LLC$0 AUM | 0.14% | $760,813 | 9.5K | Q2 2025OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.06% | $738,237 | 8.7K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.02% | $714,505 | 8.4K | Q1 2026 |
| Greenhouse Wealth Management, LLC$162M AUM | 0.43% | $690,318 | 8.1K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.05% | $675,026 | 8.0K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.04% | $673,761 | 7.9K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $666,170 | 7.8K | Q1 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.02% | $662,717 | 7.8K | Q1 2026 |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.05% | $658,885 | 7.8K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $658,114 | 7.8K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $651,517 | 7.7K | Q1 2026 |
| Samalin Investment Counsel, LLC$282M AUM | 0.23% | $649,787 | 7.7K | Q1 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.05% | $645,123 | 7.2K | Q3 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $632,144 | 7.4K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $631,785 | 7.5K | Q1 2026 |
| Serenus Wealth Advisors, LLC$501M AUM | 0.13% | $631,262 | 7.4K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $621,989 | 7.3K | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 0.02% | $615,545 | 7.2K | Q1 2026 |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.01% | $608,380 | 7.2K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $589,530 | 6.9K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $589,445 | 6.9K | Q1 2026 |
| Grandview Asset Management LLC$342M AUM | 0.17% | $582,690 | 6.9K | Q1 2026 |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.24% | $581,718 | 6.9K | Q1 2026 |
| American Trust$1.1B AUM | 0.05% | $579,461 | 6.8K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $568,399 | 6.7K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 0.03% | $545,000 | 6.4K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $539,905 | 11.8K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $526,056 | 6.2K | Q1 2026 |
| Yanni & Associates Investment Advisors, LLC$108M AUM | 0.54% | $520,753 | 6.1K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.04% | $520,258 | 6.1K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $518,703 | 6.1K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $510,571 | 6.0K | Q1 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $505,351 | 5.5K | Q4 2025OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 0.49% | $497,658 | 5.9K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.02% | $495,899 | 6.2K | Q2 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $494,601 | 5.8K | Q1 2026 |
| Landmark Wealth Management, LLC$373M AUM | 0.13% | $492,419 | 5.8K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $490,941 | 5.7K | Q1 2026 |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.08% | $490,575 | 5.8K | Q1 2026 |
| Rachor Investment Advisory Services, LLC$203M AUM | 0.26% | $485,798 | 5.7K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $484,420 | 5.3K | Q4 2025OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.30% | $483,987 | 5.7K | Q1 2026 |
| JB Capital LLC$2.5B AUM | 0.02% | $481,800 | 5.7K | Q1 2026 |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.06% | $479,487 | 5.6K | Q1 2026 |
| Cambria Investment Management, L.P.$1.8B AUM | 0.03% | $477,291 | 5.2K | Q4 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.07% | $477,156 | 5.6K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $470,771 | 5.5K | Q1 2026 |
| Facet Wealth, Inc.$5.8B AUM | 0.01% | $470,571 | 5.5K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $469,973 | 5.5K | Q1 2026 |
| Delta Investment Management, LLC$559M AUM | 0.08% | $467,005 | 5.5K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $465,986 | 5.5K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $465,901 | 5.5K | Q1 2026 |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.12% | $458,026 | 5.7K | Q2 2025OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $450,382 | 5.1K | Q3 2025OLDER |
| Align Financial, LLC$176M AUM | 0.25% | $442,041 | 5.2K | Q1 2026 |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.01% | $441,532 | 5.2K | Q1 2026 |
| BURNEY CO/$3.2B AUM | 0.01% | $440,548 | 4.8K | Q4 2025OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $438,985 | 5.2K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $434,312 | 5.1K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.03% | $430,069 | 5.1K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $426,549 | 5.0K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.08% | $426,035 | 5.0K | Q1 2026 |
| CHRISTINE MESSMER PC$156M AUM | 0.27% | $425,901 | 5.0K | Q1 2026 |
| Retirement Management Systems Inc.$415M AUM | 0.10% | $424,550 | 5.0K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $424,323 | 5.0K | Q1 2026 |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.03% | $422,139 | 5.0K | Q1 2026 |
| Aufman Associates Inc$204M AUM | 0.21% | $421,918 | 5.0K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $406,014 | 4.6K | Q3 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $392,388 | 4.6K | Q1 2026 |
| Ironwood Financial, llc$573M AUM | 0.07% | $390,876 | 4.6K | Q1 2026 |
| First Bank & Trust$680M AUM | 0.06% | $390,671 | 4.6K | Q1 2026 |
| COMMONS CAPITAL, LLC$120M AUM | 0.25% | $386,359 | 4.3K | Q3 2025OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.02% | $386,329 | 4.5K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $386,256 | 4.5K | Q1 2026 |
| IFG Advisory, LLC$35M AUM | 0.02% | $385,667 | 4.3K | Q3 2025OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $385,001 | 4.5K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.02% | $384,725 | 4.5K | Q1 2026 |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.08% | $379,972 | 4.5K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $374,923 | 4.1K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $372,654 | 4.3K | Q1 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.06% | $371,700 | 4.1K | Q4 2025OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.00% | $370,170 | 4.0K | Q4 2025OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $368,890 | 4.0K | Q4 2025OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.17% | $368,225 | 4.3K | Q1 2026 |
| Wealthstar Advisors, LLC$213M AUM | 0.16% | $364,326 | 4.0K | Q4 2025OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $360,522 | 4.2K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 0.03% | $360,354 | 4.2K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $353,106 | 3.8K | Q3 2025OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 0.06% | $349,058 | 4.1K | Q1 2026 |
| MAYPORT, LLC$538M AUM | 0.06% | $348,131 | 4.1K | Q1 2026 |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.02% | $347,786 | 3.6K | Q1 2026 |
| Mason & Associates Inc$516M AUM | 0.07% | $347,081 | 4.2K | Q1 2026 |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $344,480 | 4.1K | Q1 2026 |
| Latitude Advisors, LLC$218M AUM | 0.16% | $342,933 | 4.0K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.02% | $342,030 | 4.0K | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $341,593 | 4.0K | Q1 2026 |
| Davidson Kahn Capital Management, LLC$188M AUM | 0.18% | $339,311 | 4.0K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $335,058 | 4.2K | Q2 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $333,573 | 3.9K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $333,526 | 3.9K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.01% | $333,272 | 3.9K | Q1 2026 |
| CPR Investments Inc.$150M AUM | 0.22% | $331,920 | 3.6K | Q4 2025OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 0.02% | $331,054 | 4.0K | Q1 2026 |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.02% | $330,470 | 3.9K | Q1 2026 |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.04% | $325,774 | 3.6K | Q4 2025OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $324,102 | 3.8K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $322,403 | 3.8K | Q1 2026 |
| Gimbal Financial$167M AUM | 0.19% | $317,383 | 3.6K | Q3 2025OLDER |
| Tiller Private Wealth, Inc.$281M AUM | 0.11% | $317,309 | 3.7K | Q1 2026 |
| Bath Savings Trust Co$965M AUM | 0.03% | $317,224 | 3.7K | Q1 2026 |
| Procyon Advisors, LLC$2.3B AUM | 0.02% | $315,411 | 3.7K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $311,836 | 3.7K | Q1 2026 |
| Legacy Advisory Services, LLC$131M AUM | 0.24% | $310,431 | 3.7K | Q1 2026 |
| Selective Wealth Management, Inc.$338M AUM | 0.09% | $308,475 | 3.2K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.05% | $305,082 | 3.6K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $302,099 | 3.6K | Q1 2026 |
| Eddie Patel Inc$130M AUM | 0.23% | $302,058 | 3.3K | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $299,562 | 3.5K | Q1 2026 |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $297,067 | 3.5K | Q1 2026 |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $291,934 | 3.6K | Q2 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $291,759 | 3.4K | Q1 2026 |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 0.19% | $288,269 | 3.4K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.00% | $287,166 | 3.4K | Q1 2026 |
| Wealth Management Strategies, Inc.$221M AUM | 0.13% | $286,548 | 3.4K | Q1 2026 |
| Clark Asset Management, LLC$1.3B AUM | 0.03% | $285,128 | 3.4K | Q1 2026 |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.01% | $283,354 | 3.2K | Q4 2025OLDER |
| Auour Investments LLC$318M AUM | 0.09% | $282,750 | 3.3K | Q1 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.02% | $282,115 | 3.3K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $277,571 | 3.3K | Q1 2026 |
| LEE DANNER & BASS INC$1.6B AUM | 0.02% | $275,958 | 3.3K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.09% | $271,209 | 3.2K | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $269,537 | 3.4K | Q2 2025OLDER |
| Andina Capital Management, LLC$113M AUM | 0.24% | $267,636 | 3.2K | Q1 2026 |
| Principia Wealth Advisory, LLC$160M AUM | 0.17% | $266,979 | 2.9K | Q4 2025OLDER |
| Bouchey Financial Group Ltd$1.4B AUM | 0.02% | $263,234 | 2.9K | Q1 2026 |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.01% | $263,135 | 3.0K | Q3 2025OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.01% | $261,608 | 3.1K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $258,153 | 3.0K | Q1 2026 |
| FORONJY FINANCIAL LLC$241M AUM | 0.11% | $257,871 | 3.0K | Q1 2026 |
| River Wealth Advisors LLC$871M AUM | 0.03% | $256,429 | 3.0K | Q1 2026 |
| SP Asset Management LLC$1.1B AUM | 0.02% | $254,987 | 3.0K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $254,779 | 3.0K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.06% | $253,682 | 2.8K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $249,041 | 2.9K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $247,954 | 2.8K | Q3 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $239,951 | 2.8K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $238,244 | 2.7K | Q3 2025OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.05% | $237,572 | 2.6K | Q4 2025OLDER |
| Maia Wealth LLC$591M AUM | 0.04% | $235,201 | 2.8K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.03% | $233,958 | 2.6K | Q4 2025OLDER |
| SB Capital Management Inc$273M AUM | 0.09% | $233,070 | 2.5K | Q4 2025OLDER |
| Spectrum Investment Advisors, Inc.$201M AUM | 0.12% | $231,744 | 2.7K | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.01% | $229,257 | 2.7K | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.01% | $226,857 | 2.7K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $226,851 | 2.5K | Q1 2026 |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 0.13% | $226,795 | 2.7K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $226,268 | 2.7K | Q1 2026 |
| FMB WEALTH MANAGEMENT$242M AUM | 0.10% | $224,697 | 2.5K | Q3 2025OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.09% | $224,226 | 2.6K | Q1 2026 |
| Roberts Financial Services LLC$314M AUM | 0.07% | $222,392 | 2.6K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.00% | $218,762 | 2.5K | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $218,744 | 2.6K | Q1 2026 |
| Family Investment Center, Inc.$520M AUM | 0.04% | $218,263 | 2.4K | Q4 2025OLDER |
| Inscription Capital, LLC$951M AUM | 0.02% | $217,959 | 2.6K | Q1 2026 |
| Colonial Trust Advisors$1.3B AUM | 0.02% | $217,581 | 2.6K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.01% | $216,518 | 2.5K | Q1 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 0.01% | $213,634 | 2.5K | Q1 2026 |
| Arista Wealth Management, LLC$927M AUM | 0.03% | $213,492 | 2.3K | Q4 2025OLDER |
| NFC Investments, LLC$359M AUM | 0.06% | $213,000 | 2.3K | Q4 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $212,492 | 2.5K | Q1 2026 |
| Annex Advisory Services, LLC$5.3B AUM | 0.00% | $212,275 | 2.5K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.02% | $209,682 | 2.5K | Q1 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 0.02% | $208,331 | 2.3K | Q4 2025OLDER |
| LVM CAPITAL MANAGEMENT LTD/MI$1.2B AUM | 0.02% | $208,000 | 2.3K | Q4 2025OLDER |
| Harfst & Associates, Inc.$560M AUM | 0.04% | $207,495 | 2.3K | Q3 2025OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.09% | $204,733 | 2.2K | Q1 2026 |
| Round Rock Advisors LLC$654M AUM | 0.03% | $202,510 | 2.4K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.01% | $201,443 | 2.2K | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $195,887 | 2.3K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $185,990 | 2.2K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $185,698 | 2.2K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $178,311 | 2.1K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $169,347 | 1.9K | Q3 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.02% | $161,916 | 1.8K | Q3 2025OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.10% | $160,846 | 1.9K | Q1 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $155,926 | 1.8K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.02% | $152,839 | 1.8K | Q1 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.05% | $147,743 | 1.7K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $147,421 | 1.7K | Q3 2025OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.04% | $144,180 | 1.8K | Q2 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $143,329 | 1.7K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $138,552 | 1.6K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $132,460 | 1.6K | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $128,643 | 1.5K | Q1 2026 |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 0.07% | $123,956 | 1.5K | Q2 2025OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.08% | $123,120 | 1.4K | Q1 2026 |
| RMG Wealth Management LLC$866M AUM | 0.01% | $92,115 | 890 | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.03% | $91,977 | 1.1K | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.05% | $89,686 | 981 | Q4 2025OLDER |
| Abound Wealth Management$504M AUM | 0.02% | $84,992 | 1.0K | Q1 2026 |
| COUNTRY TRUST BANK$5.3B AUM | 0.00% | $84,910 | 1.0K | Q1 2026 |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.02% | $84,674 | 950 | Q3 2025OLDER |
| Main Street Group, LTD$340M AUM | 0.02% | $83,636 | 985 | Q1 2026 |
| Kozak & Associates, Inc.$576M AUM | 0.02% | $82,936 | 909 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $82,406 | 971 | Q1 2026 |
| Capital Advisors, Ltd. LLC$880M AUM | 0.01% | $82,000 | 960 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $80,155 | 944 | Q1 2026 |
| Jessup Wealth Management, Inc$274M AUM | 0.03% | $75,771 | 829 | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $75,570 | 890 | Q1 2026 |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.05% | $71,304 | 800 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $68,183 | 803 | Q1 2026 |
| Cornerstone Financial Management LLC$109M AUM | 0.06% | $64,022 | 754 | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.01% | $56,890 | 670 | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.01% | $56,041 | 660 | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.00% | $54,068 | 675 | Q2 2025OLDER |
| CAROLINAS WEALTH CONSULTING LLC$0 AUM | 0.01% | $53,840 | 791 | Q2 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $53,663 | 632 | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $53,104 | 581 | Q4 2025OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.01% | $51,116 | 602 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $49,927 | 588 | Q1 2026 |
| Keener Financial Planning LLC$238M AUM | 0.02% | $48,000 | 543 | Q3 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.01% | $46,812 | 551 | Q1 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $44,981 | 530 | Q1 2026 |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.02% | $44,565 | 500 | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $43,644 | 514 | Q1 2026 |
| Stuart Chaussee & Associates, Inc.$0 AUM | 0.01% | $43,495 | 488 | Q3 2025OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $42,513 | 501 | Q1 2026 |
| WPG Advisers, LLC$136M AUM | 0.03% | $40,247 | 474 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $36,743 | 402 | Q4 2025OLDER |
| NFSG Corp$608M AUM | 0.01% | $35,742 | 421 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $34,368 | 400 | Q1 2026 |
| PROSPERITY BANCSHARES INC$125M AUM | 0.03% | $33,964 | 400 | Q1 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $32,265 | 380 | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.01% | $32,181 | 379 | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $25,887 | 283 | Q4 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $24,539 | 289 | Q1 2026 |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $23,775 | 280 | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.01% | $23,600 | 258 | Q4 2025OLDER |
| Pacifica Partners Inc.$301M AUM | 0.01% | $23,180 | 273 | Q1 2026 |
| Briaud Financial Planning Inc$381M AUM | 0.01% | $23,000 | 288 | Q2 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $22,941 | 251 | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $22,077 | 260 | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $22,074 | 260 | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.02% | $21,567 | 254 | Q1 2026 |
| Transce3nd, LLC$11M AUM | 0.01% | $20,906 | 261 | Q2 2025OLDER |
| PrairieView Partners, LLC$1.0B AUM | 0.00% | $20,000 | 255 | Q2 2025OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $18,054 | 213 | Q1 2026 |
| High Point Wealth Management, LLC$104M AUM | 0.02% | $17,325 | 204 | Q1 2026 |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.01% | $16,982 | 200 | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.00% | $16,982 | 200 | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $15,940 | 188 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $14,434 | 170 | Q1 2026 |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $14,258 | 156 | Q4 2025OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $13,586 | 160 | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $12,737 | 150 | Q1 2026 |
| ABOUND FINANCIAL, LLC$229M AUM | 0.01% | $12,737 | 150 | Q1 2026 |
| Fairway Wealth LLC$379M AUM | 0.00% | $12,227 | 144 | Q1 2026 |
| PIN OAK INVESTMENT ADVISORS INC$141M AUM | 0.01% | $12,000 | 137 | Q1 2026 |
| Quaker Wealth Management, LLC$320M AUM | 0.00% | $10,190 | 120 | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $8,491 | 100 | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $8,491 | 100 | Q1 2026 |
| Fourth Dimension Wealth, LLC$264M AUM | 0.00% | $8,491 | 100 | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $8,168 | 96 | Q1 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.00% | $8,012 | 94 | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $7,982 | 94 | Q1 2026 |
| Kiker Wealth Management, LLC$209M AUM | 0.00% | $7,289 | 91 | Q2 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $6,963 | 82 | Q1 2026 |
| United Community Bank$300M AUM | 0.00% | $6,008 | 75 | Q2 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $5,393 | 59 | Q4 2025OLDER |
| Perkins Coie Trust Co$603M AUM | 0.00% | $5,118 | 56 | Q4 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $4,932 | 58 | Q1 2026 |
| Sachetta, LLC$184M AUM | 0.00% | $4,676 | 55 | Q1 2026 |
| Pineridge Advisors LLC$350M AUM | 0.00% | $4,573 | 57 | Q2 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $4,330 | 51 | Q1 2026 |
| Reyes Financial Architecture, Inc.$179M AUM | 0.00% | $4,246 | 50 | Q1 2026 |
| Financial Freedom, LLC$201M AUM | 0.00% | $4,049 | 48 | Q1 2026 |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $3,656 | 40 | Q4 2025OLDER |
| Horrell Capital Management, Inc.$219M AUM | 0.00% | $3,396 | 40 | Q1 2026 |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.00% | $3,030 | 34 | Q3 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $2,742 | 30 | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $2,717 | 32 | Q1 2026 |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.00% | $2,674 | 30 | Q3 2025OLDER |
| Planning Project LLC$398M AUM | 0.00% | $2,628 | 29 | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,462 | 29 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $2,293 | 27 | Q1 2026 |
| Financial Perspectives, Inc$358M AUM | 0.00% | $2,038 | 24 | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1,868 | 22 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $1,777 | 21 | Q1 2026 |
| Creekmur Asset Management LLC$1M AUM | 0.00% | $1,631 | 18 | Q3 2025OLDER |
| Copia Wealth Management$146M AUM | 0.00% | $1,443 | 17 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $1,045 | 11 | Q4 2025OLDER |
| Roble, Belko & Company, Inc$787M AUM | 0.00% | $1,000 | 12 | Q1 2026 |
| PFS Partners, LLC$218M AUM | 0.00% | $851 | 10 | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $850 | 10 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $509 | 6 | Q1 2026 |
| Basepoint Wealth LLC$175M AUM | 0.00% | $509 | 6 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $399 | 4 | Q3 2025OLDER |
| Red Tortoise LLC$240M AUM | 0.00% | $30 | 0 | Q1 2026 |
| Parkworth Wealth Management, Inc.$139M AUM | 0.00% | $21 | 0 | Q2 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
| Activest Wealth Management$569M 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.