PDIPIMCO DYNAMIC INCOME FD
CUSIP 72201Y101 · Yahoo Finance ↗ · Google Finance ↗
Pimco Dynamic Income Fd (PDI) has 369 institutional holders in Filings Flow’s 13F database, together reporting 65.25M shares worth $1.1B as of Q1 2026. The largest reported holders are Morgan Stanley, Lpl Financial LLC, and Bank Of America Corp /De/.
Institutional Holders
369
Q1 2026
Reported Value
$1.1B
Ticker
PDI
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Estate Planners Group, LLC$208M AUM | 10.76% | $22M | 1.31M | Q1 2026OLDER |
| Mission Hills Financial Advisory, LLC$195M AUM | 6.34% | $12M | 724.2K | Q1 2026OLDER |
| ALLIUM FINANCIAL ADVISORS, LLC$125M AUM | 4.53% | $6M | 329.9K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 4.02% | $9M | 537.6K | Q2 2026 |
| Wealth Care LLC$123M AUM | 3.38% | $4M | 249.6K | Q2 2026 |
| Sentinel Advisory Group, LLC$205M AUM | 2.85% | $6M | 342.3K | Q1 2026OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 2.36% | $50M | 2.82M | Q4 2025OLDER |
| Smith Asset Management Co., LLC$127M AUM | 2.11% | $3M | 160.8K | Q2 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 1.99% | $3M | 177.8K | Q1 2026OLDER |
| Elm3 Financial Group, LLC$118M AUM | 1.86% | $2M | 128.8K | Q1 2026OLDER |
| LifeWealth Investments, LLC$374M AUM | 1.62% | $6M | 362.6K | Q2 2026 |
| Beta Wealth Group, Inc.$242M AUM | 1.61% | $4M | 227.5K | Q1 2026OLDER |
| Catawba River Capital$208M AUM | 1.55% | $3M | 185.3K | Q1 2026OLDER |
| Anchor Capital Management Group Inc$144M AUM | 1.48% | $2M | 124.3K | Q1 2026OLDER |
| QUARRY HILL ADVISORS, LLC$243M AUM | 1.38% | $3M | 193.3K | Q1 2026OLDER |
| Wagner Wealth Management, LLC$495M AUM | 1.28% | $6M | 370.3K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 1.22% | $26M | 1.53M | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 1.06% | $3M | 151.9K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.98% | $2M | 112.2K | Q1 2026OLDER |
| Bensler, LLC$969M AUM | 0.93% | $9M | 525.9K | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.92% | $10M | 568.7K | Q1 2026OLDER |
| Benchmark Financial, LLC$111M AUM | 0.91% | $1M | 59.5K | Q1 2026OLDER |
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 0.90% | $3M | 154.9K | Q1 2026OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.87% | $2M | 109.0K | Q1 2026OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 0.83% | $2M | 129.9K | Q1 2026OLDER |
| White Knight Strategic Wealth Advisors, LLC$119M AUM | 0.82% | $974,574 | 57.0K | Q1 2026OLDER |
| Morse Asset Management, Inc$481M AUM | 0.71% | $3M | 200.9K | Q1 2026OLDER |
| MorganRosel Wealth Management, LLC$254M AUM | 0.70% | $2M | 103.2K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.69% | $6M | 370.6K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.63% | $2M | 127.1K | Q1 2026OLDER |
| MRA Advisory Group$276M AUM | 0.59% | $2M | 98.1K | Q2 2026 |
| First Growth Capital LLC$111M AUM | 0.59% | $650,022 | 37.3K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 0.56% | $522,130 | 27.5K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.56% | $11M | 619.8K | Q1 2026OLDER |
| Rayburn West Financial Services LLC$170M AUM | 0.55% | $938,022 | 54.8K | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.53% | $560,763 | 32.8K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.49% | $602,824 | 1 | Q1 2026OLDER |
| ABSOLUTE INVESTMENT ADVISERS, LLC$852M AUM | 0.45% | $4M | 218.5K | Q4 2025OLDER |
| Arlington Capital Management, Inc.$177M AUM | 0.39% | $686,077 | 40.1K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.36% | $1M | 69.3K | Q2 2026 |
| Lewis Asset Management, LLC$245M AUM | 0.34% | $834,851 | 48.8K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.33% | $2M | 145.1K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.33% | $781,040 | 45.6K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.31% | $483,427 | 28.0K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.31% | $4M | 248.8K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.29% | $831,460 | 48.6K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.29% | $4M | 247.7K | Q2 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.29% | $576,812 | 33.7K | Q1 2026OLDER |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 0.29% | $804,905 | 47.0K | Q1 2026OLDER |
| Duncan Williams Asset Management, LLC$361M AUM | 0.28% | $994,780 | 58.1K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.27% | $759,838 | 44.4K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 0.27% | $640,640 | 37.1K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.27% | $750,250 | 43.8K | Q1 2026OLDER |
| Mallini Complete Financial Planning LLC$140M AUM | 0.26% | $369,551 | 22.1K | Q2 2026 |
| Parisi Gray Wealth Management$487M AUM | 0.26% | $1M | 76.0K | Q2 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.26% | $2M | 139.8K | Q2 2026 |
| Quarry LP$558M AUM | 0.25% | $2M | 88.6K | Q4 2025OLDER |
| Buska Wealth Management, LLC$249M AUM | 0.24% | $606,493 | 35.4K | Q1 2026OLDER |
| CURA WEALTH ADVISORS, LLC$223M AUM | 0.24% | $535,269 | 31.3K | Q1 2026OLDER |
| Kingstone Capital Partners Texas, LLC$162M AUM | 0.23% | $373,000 | 21.8K | Q1 2026OLDER |
| LAVELLE CAPITAL LP$158M AUM | 0.23% | $362,436 | 20.5K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.22% | $12M | 717.4K | Q2 2026 |
| Outlook Wealth Advisors, LLC$413M AUM | 0.22% | $901,971 | 52.7K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 0.22% | $551,217 | 27.8K | Q3 2025OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.20% | $8M | 462.2K | Q2 2026 |
| Arcus Capital Partners, LLC$278M AUM | 0.19% | $443,439 | 22.4K | Q3 2025OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.19% | $262,264 | 13.2K | Q3 2025OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.19% | $650,235 | 38.9K | Q2 2026 |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.19% | $294,241 | 17.2K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.19% | $450,866 | 26.4K | Q1 2026OLDER |
| TPG Advisors LLC$160M AUM | 0.18% | $295,165 | 17.3K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.18% | $816,280 | 48.9K | Q2 2026 |
| AtlasMark Financial, Inc$155M AUM | 0.18% | $281,341 | 15.9K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.18% | $271,012 | 15.8K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.18% | $291,229 | 17.0K | Q1 2026OLDER |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 0.18% | $2M | 119.2K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.17% | $784,335 | 45.8K | Q1 2026OLDER |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 0.17% | $179,415 | 10.5K | Q1 2026OLDER |
| VectorGlobal IAG, Inc.$385M AUM | 0.17% | $662,722 | 38.7K | Q2 2026 |
| MWA Asset Management$183M AUM | 0.17% | $311,827 | 18.2K | Q1 2026OLDER |
| Attessa Capital LLC$223M AUM | 0.17% | $380,543 | 22.8K | Q2 2026 |
| Oxinas Partners, LLC$254M AUM | 0.17% | $419,789 | 25.1K | Q2 2026 |
| TrueMark Investments, LLC$514M AUM | 0.16% | $840,003 | 47.4K | Q4 2025OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.16% | $272,322 | 15.9K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.15% | $684,903 | 40.0K | Q1 2026OLDER |
| Kagan Cocozza Asset Management$142M AUM | 0.15% | $211,753 | 12.4K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.15% | $2M | 117.4K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.15% | $368,280 | 18.6K | Q3 2025OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.15% | $438,870 | 24.8K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.14% | $1M | 85.2K | Q1 2026OLDER |
| Flatrock Wealth Partners LLC$208M AUM | 0.14% | $292,206 | 16.3K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.14% | $266,745 | 15.6K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.14% | $7M | 436.8K | Q2 2026 |
| E&G Advisors, LP$449M AUM | 0.14% | $609,766 | 35.6K | Q1 2026OLDER |
| GHE, LLC$241M AUM | 0.13% | $316,535 | 18.5K | Q1 2026OLDER |
| Disciplined Investments, LLC$279M AUM | 0.13% | $352,871 | 20.6K | Q1 2026OLDER |
| BENNETT SELBY INVESTMENTS LP$285M AUM | 0.12% | $346,478 | 20.3K | Q1 2026OLDER |
| CWC Advisors, LLC.$210M AUM | 0.12% | $248,489 | 14.5K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.11% | $2M | 122.3K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.11% | $1M | 70.3K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.11% | $7M | 380.4K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.11% | $139,908 | 8.2K | Q1 2026OLDER |
| Gridiron Partners, LLC$164M AUM | 0.11% | $185,348 | 3.38M | Q3 2025OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.10% | $487,561 | 24.4K | Q3 2025OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.10% | $240,481 | 14.1K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.10% | $8M | 458.8K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.10% | $4M | 233.0K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.10% | $770,244 | 38.9K | Q3 2025OLDER |
| Financial Alternatives, Inc$185M AUM | 0.10% | $178,578 | 10.4K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.09% | $119,873 | 7.0K | Q1 2026OLDER |
| Quantum Private Wealth, LLC$324M AUM | 0.09% | $320,494 | 16.2K | Q3 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.09% | $12M | 693.6K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.09% | $823,881 | 48.2K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.09% | $166,577 | 8.4K | Q4 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.09% | $1M | 73.5K | Q4 2025OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.09% | $614,095 | 35.9K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.09% | $5M | 288.1K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 0.08% | $257,321 | 13.0K | Q3 2025OLDER |
| Herold Advisors, Inc.$455M AUM | 0.08% | $371,695 | 21.7K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.08% | $536,091 | 27.1K | Q3 2025OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.08% | $372,895 | 21.8K | Q1 2026OLDER |
| INTEGRITY WEALTH ADVISORS, INC.$168M AUM | 0.08% | $220,989 | 11.4K | Q3 2025OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.08% | $312,822 | 18.3K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.08% | $1M | 62.6K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.07% | $252,006 | 12.7K | Q3 2025OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 0.07% | $201,370 | 11.8K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 0.07% | $349,970 | 21.0K | Q2 2026 |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.07% | $438,546 | 25.6K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.07% | $3M | 169.1K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.07% | $193,033 | 11.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.07% | $15M | 876.1K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.07% | $2M | 133.6K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.07% | $5M | 278.4K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.07% | $487,515 | 28.5K | Q1 2026OLDER |
| Heirloom Wealth Management$555M AUM | 0.07% | $376,642 | 22.0K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.07% | $272,905 | 15.9K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.07% | $23M | 1.30M | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.06% | $434,765 | 25.4K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.06% | $214,662 | 12.5K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.06% | $2M | 77.3K | Q3 2025OLDER |
| Silverleafe Capital Partners, LLC$367M AUM | 0.06% | $227,733 | 13.6K | Q2 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.06% | $791,127 | 45.3K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.06% | $887,471 | 53.1K | Q2 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.06% | $3M | 191.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.06% | $6M | 362.6K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.06% | $297,217 | 16.6K | Q4 2025OLDER |
| GenWealth Group, Inc.$584M AUM | 0.06% | $343,164 | 20.1K | Q1 2026OLDER |
| Consilium Wealth Advisory, LLC$293M AUM | 0.06% | $171,100 | 10.0K | Q1 2026OLDER |
| Syverson Strege & Co$416M AUM | 0.06% | $237,504 | 13.9K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.06% | $624,492 | 31.5K | Q3 2025OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.06% | $171,203 | 10.0K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.05% | $256,650 | 15.0K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.05% | $198,659 | 11.6K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.05% | $67,602 | 4.0K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.05% | $817,569 | 49.0K | Q2 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.05% | $1M | 78.3K | Q2 2026 |
| Mezzasalma Advisors, LLC$391M AUM | 0.05% | $196,039 | 11.5K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.05% | $436,083 | 25.5K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 0.05% | $347,683 | 19.6K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $425,355 | 24.9K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.05% | $810,000 | 47.0K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.05% | $237,898 | 13.9K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.05% | $171,682 | 10.0K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.05% | $317,134 | 18.5K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.05% | $233,421 | 13.5K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.05% | $765,037 | 44.7K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.05% | $441,468 | 25.8K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.05% | $5M | 316.1K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.05% | $391,219 | 22.9K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.05% | $274,591 | 16.0K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.05% | $633,583 | 37.0K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.04% | $7M | 398.2K | Q4 2025OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.04% | $2M | 107.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.04% | $3M | 156.2K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.04% | $51,832 | 3.1K | Q1 2026OLDER |
| Certified Advisory Corp$1.2B AUM | 0.04% | $518,190 | 31.0K | Q2 2026 |
| GWN SECURITIES INC.$523M AUM | 0.04% | $216,168 | 12.6K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.04% | $762,764 | 44.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $27M | 1.58M | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 0.04% | $200,594 | 10.1K | Q3 2025OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.04% | $228,504 | 13.4K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.04% | $605,931 | 35.4K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.04% | $294,595 | 17.2K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.04% | $2M | 95.6K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.04% | $43,299 | 2.5K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.03% | $627,654 | 36.2K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.03% | $51,364 | 3.0K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.03% | $199,715 | 11.4K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.03% | $735,203 | 43.0K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.03% | $1M | 72.0K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.03% | $34,178 | 2.0K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.03% | $96,486 | 5.6K | Q1 2026OLDER |
| Thomasville National Bank$1.6B AUM | 0.03% | $506,506 | 28.6K | Q4 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.03% | $556,962 | 32.6K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.03% | $6M | 338.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $29M | 1.71M | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.03% | $440,330 | 25.3K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.03% | $393,650 | 23.0K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.03% | $109,387 | 6.2K | Q1 2026OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 0.03% | $52,650 | 3.0K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.03% | $726,661 | 42.5K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.03% | $86,072 | 4.9K | Q4 2025OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.03% | $242,684 | 12.3K | Q3 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.03% | $194,402 | 11.4K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $1M | 62.0K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.02% | $835,130 | 50.0K | Q2 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $485,460 | 28.4K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $385,744 | 22.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $90M | 5.29M | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $7M | 385.2K | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 362.2K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.02% | $96,312 | 5.6K | Q1 2026OLDER |
| SFMG, LLC$1.5B AUM | 0.02% | $342,200 | 20.0K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.02% | $911,963 | 53.3K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $1M | 72.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 182.5K | Q1 2026OLDER |
| Convergence Financial, LLC$943M AUM | 0.02% | $195,172 | 11.4K | Q1 2026OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 0.02% | $338,569 | 20.4K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.02% | $183,487 | 9.3K | Q3 2025OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.02% | $173,619 | 10.4K | Q2 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 104.1K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.02% | $14M | 790.1K | Q1 2026OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.02% | $1M | 87.4K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.02% | $342,200 | 20.0K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $563,031 | 32.9K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.02% | $498,874 | 24.9K | Q3 2025OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.02% | $408,638 | 23.9K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.02% | $778,325 | 45.5K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $201,897 | 11.8K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $1M | 72.2K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $320,504 | 16.2K | Q3 2025OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.01% | $172,383 | 10.1K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $907,150 | 53.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $10M | 596.3K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.01% | $175,136 | 10.2K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $1M | 70.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $225M | 12.70M | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.01% | $399,686 | 23.4K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.01% | $228,156 | 13.3K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.01% | $194,018 | 9.8K | Q3 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $1M | 50.0K | Q3 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $358,579 | 20.2K | Q4 2025OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.01% | $462,629 | 27.0K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.01% | $306,613 | 17.3K | Q4 2025OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.01% | $171,100 | 10.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $594,915 | 34.8K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $428,965 | 25.0K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $244,433 | 14.3K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $235,050 | 11.9K | Q3 2025OLDER |
| PFS Partners, LLC$218M AUM | 0.01% | $23,527 | 1.4K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $475,010 | 27.2K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $501,745 | 30.0K | Q2 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $334,353 | 19.5K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.01% | $284,984 | 16.7K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.01% | $110,513 | 6.5K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 0.01% | $9,736 | 569 | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.01% | $23,603 | 1.4K | Q1 2026OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.01% | $880,806 | 51.5K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $119,709 | 7.0K | Q1 2026OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.01% | $386,207 | 22.6K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $325,426 | 19.0K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $324,385 | 18.8K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $1M | 81.2K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 83.8K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $501,956 | 29.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $25M | 1.45M | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $642,994 | 37.6K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.01% | $185,610 | 10.7K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.01% | $246,754 | 14.8K | Q2 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $999,420 | 58.4K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $218,452 | 12.8K | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 0.01% | $205,320 | 12.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $63,279 | 3.7K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $383,375 | 21.6K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $171,906 | 10.0K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $408,541 | 23.9K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $578,382 | 33.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $281,220 | 16.4K | Q1 2026OLDER |
| Compass Financial Services Inc$231M AUM | 0.01% | $14,788 | 835 | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $131,465 | 7.6K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 73.2K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.01% | $17,044 | 996 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $1M | 72.9K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $177,490 | 10.4K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $34,373 | 2.0K | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.01% | $22,089 | 1.3K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $199,026 | 11.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $660,939 | 38.6K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $213,538 | 10.8K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $27M | 1.59M | Q2 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $242,986 | 12.3K | Q3 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $1M | 68.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $5M | 274.5K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $490,971 | 28.7K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.00% | $212,656 | 12.3K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $1M | 69.9K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.00% | $171,597 | 10.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $26M | 1.54M | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $59,400 | 3.0K | Q3 2025OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.00% | $197,130 | 11.1K | Q4 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $903,655 | 52.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $28M | 1.65M | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $7M | 398.8K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.00% | $203,909 | 10.2K | Q3 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $324,013 | 18.9K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $313,113 | 18.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 82.3K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $52M | 3.04M | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $919,983 | 51.9K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $293,539 | 17.2K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $312,826 | 18.3K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $474,575 | 26.8K | Q4 2025OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $31,483 | 1.8K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $37,574 | 2.2K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $77,526 | 4.5K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $207,643 | 10.5K | Q3 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $315,070 | 17.8K | Q4 2025OLDER |
| Gradient Investments LLC$7.2B AUM | 0.00% | $223,162 | 13.4K | Q2 2026 |
| Inlight Wealth Management, LLC$270M AUM | 0.00% | $7,970 | 450 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 95.6K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $199,125 | 11.2K | Q4 2025OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $28,374 | 1.7K | Q2 2026 |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $4,414 | 258 | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.00% | $5,265 | 300 | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.00% | $189,545 | 11.1K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 77.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $539,531 | 31.5K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $275,086 | 16.1K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $85,550 | 5.0K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $847,292 | 49.0K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $73,816 | 4.2K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $4M | 249.2K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $61,853 | 3.6K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $57,490 | 3.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 78.1K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $210,091 | 12.3K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $7M | 403.5K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $574,691 | 33.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 142.9K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $57,387 | 3.4K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $9,032 | 510 | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 87.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $76,619 | 4.5K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.00% | $2,789 | 163 | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $1M | 74.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $8M | 449.4K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.00% | $4,705 | 275 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $1M | 70.6K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 60.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 92.3K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $34,220 | 2.0K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $18,528 | 1.1K | Q2 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $27,376 | 1.6K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $281,154 | 16.4K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $313,339 | 15.8K | Q3 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $984,817 | 57.6K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $254,470 | 14.9K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $79,168 | 4.6K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $4M | 224.6K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $3,798 | 222 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $512,054 | 29.9K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $34,220 | 2.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $33,910 | 2.0K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $218,884 | 12.8K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $831,105 | 48.6K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $3,258 | 184 | Q4 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $202,600 | 11.8K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $15,399 | 900 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $221,409 | 12.9K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $333,919 | 19.5K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $11,019 | 644 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $50,100 | 3.0K | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $531,158 | 31.8K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $15,840 | 894 | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $599,564 | 35.0K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $9,386 | 530 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $13,688 | 800 | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.00% | $1,160 | 67 | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$179M AUM | 0.00% | $688 | 40 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $41,747 | 2.4K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.00% | $1,369 | 80 | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $6,135 | 352 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $506,302 | 29.6K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $6,194 | 362 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $247,406 | 14.0K | Q4 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $252,233 | 14.7K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $1,670 | 100 | Q2 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 174.8K | Q1 2026OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.00% | $17,110 | 1.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 141.4K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.00% | $4,175 | 250 | Q2 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $248,660 | 14.5K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $406,647 | 23.8K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $46,710 | 2.7K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $21,694 | 1.3K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $499,440 | 28.2K | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $47,668 | 2.8K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $4,228 | 253 | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $310,119 | 18.1K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $832,742 | 47.0K | Q4 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $565 | 33 | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.00% | $6,006 | 351 | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $2,995 | 175 | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $1,148 | 64 | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $559,873 | 32.7K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $1,608 | 94 | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $12,405 | 725 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $1,454 | 85 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $30,496 | 1.8K | Q1 2026OLDER |
| EQ WEALTH ADVISORS, LLC$171M AUM | 0.00% | $18 | 1 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $178,543 | 10.4K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $67 | 4 | Q2 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $53 | 3 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $316 | 16 | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $17 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.