PHGKONINKLIJKE PHILIPS N V
CUSIP 500472303 · Yahoo Finance ↗ · Google Finance ↗
Koninklijke Philips N V (PHG) has 339 institutional holders in Filings Flow’s 13F database, together reporting 51.06M shares worth $1.4B as of Q1 2026. The largest reported holders are Mondrian Investment Partners Ltd, Fiduciary Management Inc /Wi/, and Dimensional Fund Advisors LP.
Institutional Holders
339
Q1 2026
Reported Value
$1.4B
Ticker
PHG
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$420M AUM | 3.36% | $14M | 515.0K | Q1 2026OLDER |
| Mondrian Investment Partners LTD$6.7B AUM | 3.20% | $214M | 7.80M | Q1 2026OLDER |
| FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM | 1.69% | $136M | 4.98M | Q1 2026OLDER |
| Inlet Private Wealth, LLC$392M AUM | 1.28% | $5M | 183.6K | Q1 2026OLDER |
| Carmel Capital Partners, LLC$277M AUM | 1.14% | $3M | 114.9K | Q1 2026OLDER |
| SKBA CAPITAL MANAGEMENT LLC$728M AUM | 1.03% | $7M | 266.9K | Q4 2025OLDER |
| Timber Creek Capital Management LLC$412M AUM | 0.87% | $4M | 130.8K | Q1 2026OLDER |
| CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM | 0.83% | $67M | 2.46M | Q1 2026OLDER |
| BONNESS ENTERPRISES INC$310M AUM | 0.76% | $2M | 87.0K | Q2 2026 |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.73% | $5M | 27.4K | Q4 2025OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.70% | $24M | 863.8K | Q1 2026OLDER |
| CLOVERFIELDS CAPITAL GROUP, LP$309M AUM | 0.63% | $2M | 70.9K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.62% | $3M | 98.8K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.49% | $2M | 81.7K | Q2 2026 |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.45% | $3M | 99.0K | Q1 2026OLDER |
| MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM | 0.42% | $1M | 38.1K | Q1 2026OLDER |
| XY Capital Ltd$101M AUM | 0.42% | $661,104 | 24.4K | Q4 2025OLDER |
| Benin Management CORP$445M AUM | 0.41% | $2M | 66.0K | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.39% | $2M | 83.7K | Q1 2026OLDER |
| Transmarket Holdings LP$137M AUM | 0.39% | $536,238 | 19.8K | Q1 2026OLDER |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 0.39% | $54M | 1.99M | Q1 2026OLDER |
| Harrington Investments, INC$190M AUM | 0.34% | $641,379 | 23.4K | Q1 2026OLDER |
| Corient IA LLC$106M AUM | 0.31% | $325,786 | 11.9K | Q1 2026OLDER |
| KITCHING PARTNERS, LLC$109M AUM | 0.28% | $308,497 | 11.3K | Q1 2026OLDER |
| Boomfish Wealth Group, LLC$187M AUM | 0.27% | $501,529 | 18.4K | Q3 2025OLDER |
| Riverview Capital Advisers, LLC$300M AUM | 0.22% | $671,383 | 24.5K | Q1 2026OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.20% | $350,364 | 12.8K | Q1 2026OLDER |
| Avise Financial Cooperative, Inc.$121M AUM | 0.19% | $225,529 | 8.2K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.18% | $2,987 | 110.3K | Q4 2025OLDER |
| Riverwater Partners LLC$300M AUM | 0.16% | $473,006 | 17.3K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.15% | $386,709 | 14.1K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.15% | $377,861 | 13.8K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.14% | $497,324 | 18.4K | Q4 2025OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.14% | $355,316 | 13.0K | Q1 2026OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.14% | $1M | 50.4K | Q3 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.12% | $754,720 | 27.9K | Q4 2025OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.11% | $470,315 | 17.2K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.10% | $344,430 | 12.6K | Q3 2025OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.10% | $2M | 68.2K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.09% | $4M | 137.2K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.08% | $4M | 144.9K | Q1 2026OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.08% | $6M | 211.5K | Q4 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.08% | $2M | 62.9K | Q4 2025OLDER |
| West Family Investments, Inc.$285M AUM | 0.08% | $338,662 | 12.5K | Q4 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.08% | $7M | 255.4K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.08% | $828,877 | 30.3K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.07% | $1M | 53.0K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.07% | $341,377 | 12.5K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.07% | $6M | 222.3K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.07% | $336,554 | 12.3K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.07% | $3M | 107.0K | Q4 2025OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 0.06% | $255,341 | 9.3K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.06% | $282,021 | 10.3K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.06% | $236,634 | 8.6K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.05% | $1M | 47.0K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.05% | $1M | 47.8K | Q3 2025OLDER |
| Cromwell Holdings LLC$178M AUM | 0.05% | $90,694 | 3.3K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.05% | $146,877 | 5.4K | Q3 2025OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.05% | $1M | 44.4K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.05% | $1M | 47.8K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.05% | $282,384 | 10.3K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.05% | $161,276 | 5.9K | Q1 2026OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 0.04% | $200,130 | 7.3K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.04% | $11M | 403.0K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.04% | $2M | 65.8K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.04% | $3M | 105.7K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.04% | $325,068 | 12.0K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.04% | $564,887 | 20.6K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.04% | $300,944 | 11.0K | Q1 2026OLDER |
| INTRUST BANK NA$1.2B AUM | 0.04% | $517,092 | 18.9K | Q1 2026OLDER |
| BetterWealth, LLC$510M AUM | 0.04% | $212,405 | 7.8K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.04% | $1M | 48.3K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.04% | $59,485 | 2.2K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.04% | $250,381 | 9.1K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.04% | $3M | 115.9K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.04% | $64,774 | 2.4K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.04% | $431 | 15.9K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.04% | $410,787 | 15.1K | Q2 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.04% | $354,227 | 12.9K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.04% | $189,745 | 6.9K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.04% | $2M | 60.5K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.04% | $169,939 | 6.2K | Q3 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.03% | $3M | 102.0K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.03% | $11,888 | 439 | Q4 2025OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.03% | $56,691 | 2.1K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 0.03% | $208,280 | 7.6K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.03% | $809,202 | 29.8K | Q2 2026 |
| Headlands Technologies LLC$878M AUM | 0.03% | $360,623 | 13.2K | Q3 2025OLDER |
| Ellevest, Inc.$719M AUM | 0.03% | $202,705 | 7.4K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.03% | $2M | 70.7K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $120M | 4.38M | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.02% | $29,345 | 1.1K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.02% | $412,452 | 15.1K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.02% | $741,088 | 27.0K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.02% | $328,128 | 11.0K | Q4 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $653,007 | 24.1K | Q4 2025OLDER |
| Trust Point Inc.$1.2B AUM | 0.02% | $251,130 | 9.2K | Q2 2026 |
| Ethic Inc.$6.4B AUM | 0.02% | $1M | 48.3K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.02% | $9M | 337.8K | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.02% | $221,858 | 8.1K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.02% | $2M | 65.1K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $11M | 392.2K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.02% | $17M | 638.2K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.02% | $913,982 | 33.4K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.02% | $46,334 | 1.7K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.02% | $301,537 | 11.0K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.02% | $40,714 | 1.5K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.02% | $10M | 365.6K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.02% | $232,342 | 8.0K | Q4 2025OLDER |
| FRANKLIN STREET ADVISORS INC /NC$1.8B AUM | 0.02% | $269,018 | 9.9K | Q2 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.01% | $286,824 | 10.5K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.01% | $22,742 | 830 | Q1 2026OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.01% | $63,448 | 2.3K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $393,732 | 14.8K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.01% | $27,208 | 993 | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $579,345 | 21.1K | Q1 2026OLDER |
| Navalign, LLC$396M AUM | 0.01% | $53,857 | 2.0K | Q4 2025OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $17,372 | 634 | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $13M | 486.9K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $553,316 | 20.2K | Q1 2026OLDER |
| Main Street Research LLC$1.7B AUM | 0.01% | $203,308 | 7.4K | Q1 2026OLDER |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 0.01% | $603,540 | 22.0K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.01% | $214,296 | 7.8K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $656,668 | 24.0K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $892,966 | 32.6K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $1M | 40.7K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $713,195 | 26.0K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.01% | $18,537 | 680 | Q3 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $2M | 88.3K | Q4 2025OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.01% | $280,296 | 10.3K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $944,505 | 34.5K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $9M | 338.7K | Q1 2026OLDER |
| Reflection Asset Management$141M AUM | 0.01% | $13,982 | 504 | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $504,466 | 18.6K | Q1 2026OLDER |
| Miller Global Investments, LLC$121M AUM | 0.01% | $11,420 | 420 | Q2 2026 |
| Basecamp Wealth Advisors LLC$469M AUM | 0.01% | $43,870 | 1.6K | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $35M | 1.27M | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $7M | 260.7K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.01% | $46,169 | 1.7K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $294,344 | 10.7K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.01% | $252,984 | 9.2K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $24,907 | 909 | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $504,303 | 18.4K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $1M | 37.2K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $14M | 517.2K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.01% | $248,984 | 9.1K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 59.0K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $246,646 | 9.0K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $2M | 70.7K | Q3 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $336,415 | 12.4K | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $57M | 2.07M | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 70.2K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $650,065 | 23.7K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.01% | $1M | 39.0K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $820,857 | 30.0K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.01% | $260,942 | 9.6K | Q2 2026 |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.01% | $229,584 | 8.5K | Q4 2025OLDER |
| One Capital Management, LLC$3.6B AUM | 0.01% | $251,176 | 9.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $387,478 | 14.3K | Q4 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $281,919 | 10.3K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.01% | $484,569 | 17.7K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $355,371 | 12.9K | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $15M | 552.2K | Q1 2026OLDER |
| ESL Trust Services, LLC$524M AUM | 0.01% | $32,716 | 1.2K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $359,598 | 13.1K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $244,983 | 8.9K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $500,401 | 18.3K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $4M | 160.3K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $5M | 184.5K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $345,569 | 12.6K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.01% | $27M | 977.2K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $21,920 | 800 | Q1 2026OLDER |
| Artisan Partners Limited Partnership$62.3B AUM | 0.01% | $3M | 122.5K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.01% | $4M | 159.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $6M | 209.5K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $700,503 | 25.6K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.00% | $16,111 | 588 | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $852,590 | 31.1K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $25,208 | 920 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 120.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $77M | 2.84M | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $841,349 | 30.7K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.00% | $14,221 | 519 | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.00% | $280,905 | 10.3K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $9M | 310.8K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $153,882 | 5.6K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.00% | $247,970 | 9.1K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 0.00% | $7,946 | 290 | Q2 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $14,577 | 532 | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $326,868 | 11.9K | Q1 2026OLDER |
| London & Capital Asset Management Ltd$9.2B AUM | 0.00% | $363,287 | 13.3K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $75M | 2.72M | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $813,329 | 29.8K | Q3 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $17,399 | 635 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $82,885 | 3.0K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $2M | 74.5K | Q4 2025OLDER |
| PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM | 0.00% | $1M | 41.6K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $12,494 | 456 | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $274,510 | 10.1K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $11M | 411.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 71.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $29M | 1.07M | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $11,809 | 431 | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $641,597 | 23.4K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $266,876 | 9.7K | Q1 2026OLDER |
| EARNEST PARTNERS LLC$24.3B AUM | 0.00% | $736,923 | 26.9K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $461,804 | 16.9K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $150,974 | 5.5K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.00% | $6,229 | 246 | Q4 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $17,507 | 639 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 50.8K | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.00% | $10,303 | 376 | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $606,827 | 22.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 89.0K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $578,143 | 21.1K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $498,119 | 18.2K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.00% | $298,520 | 10.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 85.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $14M | 495.3K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $131,261 | 4.8K | Q2 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $112,915 | 4.1K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $470,925 | 17.2K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.00% | $6,001 | 219 | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $33,976 | 1.2K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $43,347 | 1.6K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $627,515 | 22.9K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.00% | $5,159 | 188 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $15M | 533.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 68.4K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $4M | 160.6K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $2,329 | 85 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $739,081 | 27.0K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $6,744 | 248 | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $10M | 381.8K | Q2 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 48.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $21,810 | 796 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $142,627 | 5.2K | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.00% | $4,549 | 166 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $380,480 | 13.9K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.00% | $3,188 | 118 | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 47.5K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $234,462 | 8.6K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 88.3K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $998,621 | 36.4K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $31,472 | 1.2K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $154,828 | 5.7K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $231,891 | 8.5K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $9M | 316.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $19M | 700.1K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $581,181 | 21.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 45.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 179.7K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $8,330 | 304 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 103.4K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.00% | $3,056 | 112 | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $371,873 | 13.6K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $105,435 | 3.8K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $215,720 | 7.9K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $1,589 | 58 | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $395,146 | 14.4K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $2M | 59.1K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $16,763 | 619 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $49,320 | 1.8K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $60,967 | 2.2K | Q3 2025OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $26,688 | 979 | Q3 2025OLDER |
| Burk Holdings LLC$233M AUM | 0.00% | $2,302 | 84 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $472,875 | 17.3K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $812,711 | 29.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $648,512 | 23.7K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $618,802 | 22.7K | Q3 2025OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $14,221 | 519 | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $1,589 | 58 | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $10,248 | 378 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $655,230 | 23.9K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $28,652 | 1.0K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $14,933 | 545 | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $1,408 | 52 | Q4 2025OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.00% | $2,708 | 100 | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $12,867 | 472 | Q3 2025OLDER |
| MOTCO$1.1B AUM | 0.00% | $8,987 | 328 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $969,264 | 35.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $466,119 | 17.0K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $3,178 | 116 | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $1,507 | 55 | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $1M | 54.0K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $194,236 | 7.1K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $2,816 | 104 | Q4 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $213,285 | 7.8K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $4,329 | 158 | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $253,301 | 9.2K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $1,918 | 70 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $127,005 | 4.7K | Q4 2025OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.00% | $4,932 | 180 | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $6,079 | 222 | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $1M | 38.3K | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 56.9K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2M | 69.1K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $40M | 1.46M | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $5M | 166.2K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 43.6K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $2,658 | 97 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $131,762 | 4.8K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $25,290 | 923 | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $13,536 | 494 | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $6,412 | 234 | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $1,370 | 50 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $4,713 | 172 | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $13,540 | 500 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 157.1K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $882,694 | 32.2K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $2,593 | 95 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $22,413 | 818 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $3M | 102.0K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $611,039 | 22.3K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $8,111 | 296 | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 0.00% | $1,973 | 72 | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $269,101 | 9.9K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $2,294 | 83 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $6M | 242.4K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $466 | 17 | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.00% | $9,023 | 331 | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $63,399 | 2.3K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $3,086 | 112.6K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $4,055 | 148 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $254,503 | 9.3K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $4,439 | 162 | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $93 | 3.4K | Q3 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $21,725 | 799 | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $21,039 | 769 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $9,208 | 340 | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 46.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 94.1K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $7,892 | 288 | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $927 | 34 | Q3 2025OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $4,274 | 156 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $100,465 | 3.7K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $12,029 | 439 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $1,124 | 41 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $11,673 | 426 | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $1,069 | 39 | Q1 2026OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 0.00% | $3,973 | 145 | Q1 2026OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.00% | $256 | 10 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $1,693 | 64 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $215,227 | 7.9K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $3,617 | 132 | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $26,578 | 970 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $12,083 | 441 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $31,624 | 1.2K | Q3 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $2,137 | 78 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $268,173 | 9.9K | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $429,851 | 15.7K | Q2 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $1,754 | 64 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $3,002 | 110 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $4,894 | 180 | Q2 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $987 | 36 | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $1,425 | 52 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $959 | 35 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $14,221 | 519 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $2,110 | 77 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $69,980 | 2.6K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $22,030 | 804 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $11,672 | 426 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $60,581 | 2.2K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $1,036 | 38 | Q3 2025OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $839 | 31 | Q4 2025OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $165 | 6 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $423,001 | 15.4K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $1,425 | 52 | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.00% | $791 | 29 | Q3 2025OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.00% | $7,823 | 265 | Q4 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $1,535 | 56 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $141,927 | 5.2K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.00% | $598 | 22 | Q2 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $34,446 | 1.3K | Q4 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $1,534 | 56 | Q1 2026OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 0.00% | $142 | 5 | Q3 2025OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $356 | 13 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $164 | 6 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $933,628 | 34.1K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $356 | 13 | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $329 | 12 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $5,145 | 189 | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $411 | 15 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $3,056 | 112 | Q2 2026 |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $769 | 29 | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $55 | 2 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $1,945 | 71 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $596 | 22 | Q4 2025OLDER |
| OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM | 0.00% | $109 | 4 | Q3 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $218 | 8 | Q4 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $55 | 2 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $2,762 | 102 | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $27 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.