SPYINEOS ETF TRUST
CUSIP 78433H303 · Yahoo Finance ↗ · Google Finance ↗
Neos Etf Trust (SPYI) has 387 institutional holders in Filings Flow’s 13F database, together reporting 26.16M shares worth $1.3B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Royal Bank Of Canada, and Gradient Investments LLC.
Institutional Holders
387
Q1 2026
Reported Value
$1.3B
Ticker
SPYI
Quarters Tracked
15
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| URS Advisory LLC$137M AUM | 9.69% | $13M | 268.4K | Q1 2026 |
| Second Half Financial Partners, LLC$222M AUM | 9.00% | $20M | 404.8K | Q1 2026 |
| Cascade Wealth Advisors, Inc$228M AUM | 7.98% | $18M | 340.4K | Q1 2026 |
| MADDEN SECURITIES Corp$333M AUM | 7.96% | $26M | 536.4K | Q1 2026 |
| Chung Wu Investment Group, LLC$116M AUM | 6.08% | $7M | 142.9K | Q1 2026 |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 5.57% | $9M | 172.5K | Q1 2026 |
| Integrity Wealth Partners, LLC$111M AUM | 5.04% | $6M | 113.5K | Q1 2026 |
| Aventura Private Wealth, LLC$273M AUM | 5.02% | $14M | 278.2K | Q1 2026 |
| RiverTree Advisors, LLC$158M AUM | 3.99% | $6M | 127.7K | Q1 2026 |
| Sentinel Advisory Group, LLC$205M AUM | 3.65% | $7M | 151.8K | Q1 2026 |
| Palacios Wealth Management, LLC$160M AUM | 3.58% | $6M | 109.1K | Q1 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM | 3.16% | $9M | 178.3K | Q1 2026 |
| Independence Wealth Advisors, LLC$188M AUM | 2.80% | $5M | 106.5K | Q1 2026 |
| Centurion Wealth Management LLC$418M AUM | 2.34% | $10M | 210.5K | Q1 2026 |
| Gainplan LLC$254M AUM | 2.30% | $3M | 62.1K | Q1 2026 |
| FSA Advisors, Inc.$152M AUM | 2.30% | $3M | 70.6K | Q1 2026 |
| PVG ASSET MANAGEMENT CORP$173M AUM | 2.23% | $1M | 20.0K | Q4 2025OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 2.21% | $4M | 72.4K | Q1 2026 |
| StoneCrest Wealth Management, Inc.$313M AUM | 1.94% | $5M | 92.9K | Q1 2026 |
| LightSquare Wealth Management, LLC$133M AUM | 1.87% | $3M | 50.7K | Q1 2026 |
| Centennial Bank/AR/$279M AUM | 1.59% | $4M | 89.5K | Q1 2026 |
| Northeast Financial Group, Inc.$404M AUM | 1.45% | $6M | 118.6K | Q1 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 1.31% | $8M | 158.1K | Q1 2026 |
| Grantvest Financial Group LLC$154M AUM | 1.30% | $2M | 40.5K | Q1 2026 |
| Owen LaRue, LLC$261M AUM | 1.21% | $3M | 64.1K | Q1 2026 |
| Guardian Financial Partners, LLC$237M AUM | 1.16% | $3M | 55.6K | Q1 2026 |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 1.10% | $2M | 33.9K | Q1 2026 |
| Bauman Advisory Group, LLC$143M AUM | 1.03% | $1M | 29.7K | Q1 2026 |
| SageGuard Financial Group, LLC$646M AUM | 1.00% | $6M | 131.2K | Q1 2026 |
| Delta Investment Management, LLC$559M AUM | 0.97% | $5M | 110.0K | Q1 2026 |
| Foguth Wealth Management, LLC.$857M AUM | 0.96% | $6M | 118.2K | Q4 2025OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.94% | $4M | 81.5K | Q1 2026 |
| Paladin Wealth, LLC$172M AUM | 0.92% | $1M | 27.0K | Q1 2026 |
| CAP Partners, LLC$177M AUM | 0.87% | $2M | 31.1K | Q1 2026 |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.86% | $4M | 76.1K | Q4 2025OLDER |
| Kaizen Financial Strategies$236M AUM | 0.85% | $2M | 38.5K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.83% | $11M | 229.6K | Q1 2026 |
| McKinney Capital Management, LLC$116M AUM | 0.81% | $946,768 | 19.2K | Q1 2026 |
| Garden State Investment Advisory Services LLC$455M AUM | 0.81% | $4M | 74.8K | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.81% | $9M | 184.6K | Q1 2026 |
| Alpha Financial Partners LLC$169M AUM | 0.80% | $1M | 27.3K | Q1 2026 |
| Vann Equity Management LLC$140M AUM | 0.79% | $1M | 22.6K | Q1 2026 |
| Gradient Investments LLC$7.2B AUM | 0.79% | $51M | 1.04M | Q1 2026 |
| Teamwork Financial Advisors, LLC$1.1B AUM | 0.77% | $7M | 148.4K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.73% | $3M | 65.4K | Q1 2026 |
| Brown Financial Advisors$264M AUM | 0.70% | $2M | 37.7K | Q1 2026 |
| NFSG Corp$608M AUM | 0.65% | $4M | 79.7K | Q1 2026 |
| Fortis Group Advisors, LLC$605M AUM | 0.64% | $4M | 72.2K | Q4 2025OLDER |
| Pacific Point Advisors, LLC$190M AUM | 0.62% | $1M | 22.0K | Q4 2025OLDER |
| Triumph Capital Management$491M AUM | 0.59% | $3M | 59.2K | Q1 2026 |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.57% | $3M | 62.7K | Q1 2026 |
| Bay Capital Advisors, LLC$162M AUM | 0.52% | $844,824 | 17.1K | Q1 2026 |
| Lewis Asset Management, LLC$245M AUM | 0.52% | $1M | 25.5K | Q1 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.50% | $5M | 96.1K | Q1 2026 |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.50% | $2M | 40.5K | Q1 2026 |
| Redwood Family Wealth LLC$102M AUM | 0.49% | $505,911 | 10.2K | Q1 2026 |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.49% | $2M | 45.4K | Q1 2026 |
| Capital Planning LLC$307M AUM | 0.49% | $2M | 30.6K | Q1 2026 |
| Latitude Advisors, LLC$218M AUM | 0.49% | $1M | 21.5K | Q1 2026 |
| Clay Northam Wealth Management, LLC$178M AUM | 0.48% | $862,061 | 17.5K | Q1 2026 |
| Jupiter Wealth Management LLC$253M AUM | 0.48% | $1M | 22.7K | Q1 2026 |
| Storgate, LLC$127M AUM | 0.48% | $606,510 | 12.3K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.45% | $10M | 203.1K | Q1 2026 |
| Massar Capital Management, LP$934M AUM | 0.44% | $4M | 82.5K | Q1 2026 |
| Ellis Investment Partners, LLC$576M AUM | 0.43% | $3M | 50.7K | Q1 2026 |
| WESPAC Advisors, LLC$183M AUM | 0.43% | $781,922 | 15.8K | Q1 2026 |
| Howard Capital Management Inc.$6.1B AUM | 0.42% | $26M | 525.5K | Q1 2026 |
| Sheets Smith Investment Management$154M AUM | 0.40% | $613,427 | 11.7K | Q3 2025OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.39% | $3M | 57.2K | Q1 2026 |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.38% | $1M | 22.8K | Q1 2026 |
| Weaver Consulting Group$420M AUM | 0.37% | $2M | 31.7K | Q1 2026 |
| Camarda Financial Advisors, LLC$190M AUM | 0.35% | $662,217 | 13.4K | Q1 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 0.33% | $919,566 | 18.6K | Q1 2026 |
| Steele Capital Management, Inc.$2.4B AUM | 0.33% | $8M | 161.9K | Q1 2026 |
| Lifeworks Advisors, LLC$779M AUM | 0.32% | $2M | 46.8K | Q4 2025OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.31% | $423,652 | 8.6K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.31% | $4M | 78.2K | Q1 2026 |
| Resurgent Financial Advisors LLC$277M AUM | 0.29% | $816,580 | 16.5K | Q1 2026 |
| TME FINANCIAL, INC.$144M AUM | 0.29% | $387,184 | 7.4K | Q3 2025OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.28% | $1M | 23.4K | Q1 2026 |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.27% | $1M | 20.3K | Q1 2026 |
| Guild Investment Management, Inc.$140M AUM | 0.26% | $353,002 | 6.7K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.26% | $4M | 75.1K | Q1 2026 |
| Helium Advisors LLC$105M AUM | 0.25% | $267,279 | 5.4K | Q1 2026 |
| Capital Wealth Alliance, LLC$221M AUM | 0.25% | $556,836 | 11.3K | Q1 2026 |
| Copley Financial Group, Inc.$166M AUM | 0.25% | $411,153 | 8.3K | Q1 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.24% | $1M | 27.0K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.23% | $3M | 62.5K | Q1 2026 |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.23% | $357,933 | 7.3K | Q1 2026 |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.22% | $413,103 | 8.4K | Q1 2026 |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.22% | $461,231 | 9.3K | Q1 2026 |
| A4 Wealth Advisors LLC$122M AUM | 0.22% | $267,289 | 5.4K | Q1 2026 |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.21% | $224,930 | 4.6K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.21% | $4M | 88.7K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.21% | $4M | 87.3K | Q1 2026 |
| BlueStem Wealth Partners, LLC$900M AUM | 0.21% | $2M | 38.0K | Q1 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.20% | $779,682 | 15.8K | Q1 2026 |
| Tactive Advisors, LLC$406M AUM | 0.20% | $711,791 | 14.4K | Q1 2026 |
| Navis Wealth Advisors, LLC$196M AUM | 0.20% | $391,152 | 7.9K | Q1 2026 |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.20% | $5M | 89.4K | Q3 2025OLDER |
| Plan Group Financial, LLC$426M AUM | 0.20% | $846,696 | 17.1K | Q1 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.19% | $2M | 30.7K | Q4 2025OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.19% | $6M | 127.6K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.19% | $8M | 161.8K | Q1 2026 |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 0.19% | $237,084 | 4.5K | Q4 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.19% | $5M | 103.3K | Q1 2026 |
| Fortress Wealth Management, Inc.$225M AUM | 0.18% | $409,525 | 7.8K | Q3 2025OLDER |
| Ergawealth Advisors, Inc.$226M AUM | 0.18% | $405,065 | 8.2K | Q1 2026 |
| Banco BTG Pactual S.A.$1.1B AUM | 0.18% | $2M | 41.0K | Q1 2026 |
| WILLNER & HELLER, LLC$160M AUM | 0.18% | $234,856 | 4.8K | Q1 2026 |
| Pointe Capital Management LLC$202M AUM | 0.17% | $352,206 | 7.1K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.17% | $2M | 48.1K | Q1 2026 |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.17% | $268,070 | 5.1K | Q4 2025OLDER |
| Braeburn Wealth Management LLC$175M AUM | 0.17% | $297,454 | 6.0K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.17% | $8M | 168.3K | Q1 2026 |
| Nvest Financial, LLC$268M AUM | 0.16% | $437,536 | 8.9K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.16% | $2M | 47.2K | Q1 2026 |
| Accel Wealth Management$383M AUM | 0.15% | $592,664 | 12.0K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.15% | $3M | 66.3K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.15% | $4M | 91.1K | Q1 2026 |
| INTEGRITY WEALTH ADVISORS, INC.$168M AUM | 0.15% | $249,944 | 5.1K | Q1 2026 |
| Lifestyle Asset Management, Inc.$306M AUM | 0.15% | $430,272 | 8.2K | Q3 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.15% | $12M | 233.5K | Q1 2026 |
| Kagan Cocozza Asset Management$142M AUM | 0.15% | $207,551 | 4.2K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.14% | $19M | 381.4K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.14% | $30M | 600.1K | Q1 2026 |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.14% | $1M | 24.7K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.14% | $1M | 27.7K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.13% | $1M | 26.2K | Q1 2026 |
| BCS Wealth Management$490M AUM | 0.13% | $633,367 | 12.8K | Q1 2026 |
| 3EDGE Asset Management, LP$2.1B AUM | 0.13% | $3M | 53.6K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.12% | $13M | 262.0K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.12% | $11M | 217.7K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.12% | $3M | 66.8K | Q1 2026 |
| Marmo Financial Group, LLC$202M AUM | 0.12% | $244,184 | 4.9K | Q1 2026 |
| Patten Group, Inc.$575M AUM | 0.12% | $695,574 | 14.1K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.12% | $2M | 30.9K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.12% | $3M | 63.1K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.12% | $3M | 72.3K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.12% | $7M | 145.3K | Q1 2026 |
| ENTREWEALTH, LLC$223M AUM | 0.11% | $246,850 | 5.0K | Q1 2026 |
| Sonoma Allocations LLC$322M AUM | 0.11% | $316,846 | 6.4K | Q1 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.11% | $432,481 | 8.8K | Q1 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 0.11% | $493,700 | 10.0K | Q1 2026 |
| Claro Advisors Inc.$830M AUM | 0.10% | $859,204 | 17.4K | Q1 2026 |
| Sunrise Financial Services, LLC$141M AUM | 0.10% | $145,049 | 2.9K | Q1 2026 |
| Reyes Financial Architecture, Inc.$179M AUM | 0.10% | $124,831 | 2.5K | Q1 2026 |
| Spinnaker Investment Group, LLC$491M AUM | 0.10% | $494,243 | 10.0K | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.10% | $137,397 | 2.8K | Q1 2026 |
| Core Wealth Advisors, Inc.$419M AUM | 0.09% | $397,626 | 8.1K | Q1 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 0.09% | $297,395 | 6.0K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 0.09% | $1M | 28.8K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.09% | $248,060 | 5.0K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.09% | $2M | 31.5K | Q1 2026 |
| Quartz Partners, LLC$259M AUM | 0.09% | $242,620 | 4.6K | Q3 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.09% | $1M | 28.7K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.09% | $1M | 23.2K | Q1 2026 |
| Rockport Wealth LLC$549M AUM | 0.08% | $460,622 | 9.3K | Q1 2026 |
| Manhattan West Asset Management, LLC$511M AUM | 0.08% | $420,435 | 8.5K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.08% | $911,264 | 18.5K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.08% | $2M | 49.5K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.08% | $1M | 20.9K | Q1 2026 |
| Moran Wealth Management, LLC$3.3B AUM | 0.08% | $3M | 51.8K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.08% | $1M | 29.3K | Q1 2026 |
| Heck Capital Advisors, LLC$1.3B AUM | 0.08% | $1M | 20.7K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.08% | $3M | 55.2K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.08% | $4M | 83.0K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.07% | $2M | 38.8K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.07% | $6M | 121.6K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.07% | $452,588 | 9.2K | Q1 2026 |
| Encompass More Asset Management$597M AUM | 0.07% | $433,284 | 8.8K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.07% | $4M | 80.9K | Q1 2026 |
| Scientech Research LLC$120M AUM | 0.07% | $290,548 | 5.8K | Q2 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.07% | $3M | 66.5K | Q1 2026 |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.07% | $226,198 | 4.3K | Q3 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.07% | $3M | 56.2K | Q1 2026 |
| Discipline Wealth Solutions, LLC$950M AUM | 0.07% | $649,301 | 13.2K | Q1 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.07% | $230,151 | 4.7K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.07% | $25M | 497.2K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.07% | $1M | 28.5K | Q1 2026 |
| Financial & Tax Architects, LLC$448M AUM | 0.07% | $296,448 | 5.6K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.06% | $5M | 95.1K | Q1 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.06% | $589,534 | 11.9K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.06% | $3M | 54.5K | Q1 2026 |
| Virtue Capital Management, LLC$657M AUM | 0.06% | $385,557 | 8.0K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.06% | $7M | 137.2K | Q1 2026 |
| Pasadena Private Wealth, LLC$723M AUM | 0.06% | $415,570 | 8.4K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.06% | $212M | 4.30M | Q1 2026 |
| Atlas Private Wealth Advisors$425M AUM | 0.06% | $238,914 | 4.8K | Q1 2026 |
| MBL Wealth, LLC$1.3B AUM | 0.06% | $740,550 | 15.0K | Q1 2026 |
| Traynor Capital Management, Inc.$1.7B AUM | 0.06% | $952,178 | 19.8K | Q1 2026 |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.05% | $358,983 | 7.0K | Q1 2026 |
| Scott Capital Advisors, LLC$639M AUM | 0.05% | $264,221 | 5.2K | Q1 2026 |
| PSI Advisors, LLC$418M AUM | 0.05% | $221,488 | 4.5K | Q1 2026 |
| Global Wealth Strategies & Associates$528M AUM | 0.05% | $215,451 | 4.4K | Q1 2026 |
| Abel Hall, LLC$469M AUM | 0.05% | $246,850 | 5.0K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.05% | $251,096 | 5.1K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.05% | $3M | 65.3K | Q1 2026 |
| Fiduciary Alliance LLC$1.7B AUM | 0.05% | $856,176 | 16.4K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.05% | $10M | 203.4K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.05% | $2M | 40.7K | Q1 2026 |
| Richmond Investment Services, LLC$619M AUM | 0.05% | $309,404 | 6.3K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.05% | $2M | 31.2K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.05% | $362,376 | 7.3K | Q1 2026 |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.05% | $47,759 | 968 | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.05% | $791,602 | 16.0K | Q1 2026 |
| IPG Investment Advisors LLC$582M AUM | 0.05% | $266,549 | 5.4K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.04% | $789,732 | 16.0K | Q1 2026 |
| TCP Asset Management, LLC$778M AUM | 0.04% | $334,975 | 6.8K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.04% | $2M | 30.7K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.04% | $11M | 223.4K | Q1 2026 |
| MGB Wealth Management, LLC$350M AUM | 0.04% | $125,884 | 2.5K | Q2 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.04% | $763,226 | 15.5K | Q1 2026 |
| FSM Wealth Advisors, LLC$778M AUM | 0.04% | $319,226 | 6.5K | Q1 2026 |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.04% | $244,974 | 5.0K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.04% | $2M | 42.7K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.04% | $5M | 105.5K | Q1 2026 |
| HighMark Wealth Management LLC$246M AUM | 0.04% | $94,995 | 1.9K | Q1 2026 |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.04% | $284,371 | 5.8K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.04% | $1M | 23.5K | Q1 2026 |
| Oakworth Capital, Inc.$1.9B AUM | 0.04% | $696,166 | 14.1K | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 0.04% | $343,970 | 7.0K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.04% | $1M | 20.1K | Q4 2025OLDER |
| Activest Wealth Management$569M AUM | 0.04% | $202,696 | 4.1K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.04% | $482,561 | 9.8K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.04% | $107,218 | 2.2K | Q1 2026 |
| Ignite Planners, LLC$648M AUM | 0.03% | $224,236 | 4.3K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.03% | $770,248 | 15.6K | Q1 2026 |
| Advocate Investing Services LLC$118M AUM | 0.03% | $39,496 | 800 | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.03% | $63,000 | 1.3K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.03% | $3M | 52.7K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.03% | $1M | 21.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $34M | 688.8K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.03% | $907,347 | 18.4K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.03% | $568,989 | 11.5K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.03% | $1M | 22.7K | Q1 2026 |
| Southeast Asset Advisors, LLC$913M AUM | 0.03% | $271,535 | 5.5K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.03% | $2M | 41.0K | Q1 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.03% | $106,880 | 2.1K | Q2 2025OLDER |
| Semmax Financial Advisors Inc.$388M AUM | 0.03% | $109,621 | 2.1K | Q2 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $27M | 536.8K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.03% | $2M | 45.9K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.03% | $536,099 | 10.9K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.03% | $352,972 | 6.7K | Q3 2025OLDER |
| Naviter Wealth, LLC$801M AUM | 0.03% | $226,198 | 4.3K | Q3 2025OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.03% | $322,841 | 6.5K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.03% | $2M | 46.3K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.03% | $1M | 22.6K | Q2 2025OLDER |
| City State Bank$385M AUM | 0.03% | $98,740 | 2.0K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.03% | $374,226 | 7.6K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.03% | $2M | 41.9K | Q1 2026 |
| Stratos Investment Management, LLC$2.5B AUM | 0.03% | $630,085 | 12.8K | Q1 2026 |
| Synergy Asset Management, LLC$942M AUM | 0.02% | $231,348 | 4.7K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $659,657 | 13.4K | Q1 2026 |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.02% | $41,964 | 850 | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.02% | $880,070 | 17.8K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.02% | $204,588 | 3.9K | Q3 2025OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $340,545 | 6.9K | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.02% | $78,795 | 1.5K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.02% | $706,623 | 14.3K | Q1 2026 |
| Northeast Financial Consultants Inc$2.4B AUM | 0.02% | $550,703 | 10.9K | Q2 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 27.8K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.02% | $387,200 | 7.8K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $666,100 | 13.5K | Q1 2026 |
| Royal Fund Management, LLC$1.1B AUM | 0.02% | $215,860 | 4.4K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 51.9K | Q1 2026 |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 0.02% | $847,979 | 17.2K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $277,255 | 5.6K | Q1 2026 |
| KLCM Advisors, Inc.$1.2B AUM | 0.02% | $228,243 | 4.3K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $421,551 | 12.4K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.02% | $3M | 69.3K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $201,923 | 4.1K | Q1 2026 |
| CWA Asset Management Group, LLC$2.9B AUM | 0.02% | $493,710 | 10.0K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $803,990 | 16.3K | Q1 2026 |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.02% | $273,658 | 5.5K | Q1 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 0.02% | $36,811 | 701 | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $252,184 | 5.1K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.01% | $79,041 | 1.6K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $288,271 | 5.8K | Q1 2026 |
| Anfield Capital Management, LLC$363M AUM | 0.01% | $53,616 | 1.1K | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.01% | $62,447 | 1.2K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $895,234 | 18.1K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $3M | 50.4K | Q2 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $17M | 344.1K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $510,768 | 10.3K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 24.2K | Q1 2026 |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.01% | $17,280 | 350 | Q1 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.01% | $1M | 22.6K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.01% | $70,089 | 1.4K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.01% | $1M | 19.7K | Q3 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 22.3K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $444,596 | 8.3K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.01% | $215,747 | 4.4K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.01% | $207,606 | 4.2K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 34.6K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.01% | $2M | 40.4K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $1M | 28.6K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $291,928 | 6.1K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $630,799 | 12.8K | Q1 2026 |
| HFM Investment Advisors, LLC$260M AUM | 0.01% | $25,228 | 511 | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.01% | $202,140 | 3.9K | Q3 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $126,683 | 2.6K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $52M | 1.06M | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $2M | 40.0K | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.01% | $95,565 | 1.9K | Q1 2026 |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.01% | $278,447 | 5.6K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.01% | $29,326 | 594 | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $5M | 110.8K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $241,671 | 4.9K | Q1 2026 |
| United Community Bank$300M AUM | 0.01% | $24,685 | 500 | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $471,977 | 9.6K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $530,793 | 10.1K | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $5M | 97.3K | Q4 2025OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $316,511 | 6.4K | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.01% | $235,193 | 4.8K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $644,427 | 13.1K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $315,376 | 6.4K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $308,719 | 6.3K | Q1 2026 |
| Annex Advisory Services, LLC$5.3B AUM | 0.01% | $376,496 | 7.6K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $23M | 460.1K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $46M | 936.4K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.01% | $246,801 | 5.0K | Q1 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.01% | $38,064 | 771 | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 25.3K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 62.8K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $201,183 | 4.1K | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.01% | $142,043 | 2.9K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $22M | 435.5K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 22.2K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $469,410 | 9.5K | Q1 2026 |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $325,795 | 6.6K | Q1 2026 |
| Pacifica Partners Inc.$301M AUM | 0.00% | $11,100 | 221 | Q2 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $17,823 | 361 | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $96,618 | 2.0K | Q1 2026 |
| Facet Wealth, Inc.$5.8B AUM | 0.00% | $257,020 | 5.2K | Q1 2026 |
| Game Plan Financial Advisors, LLC$222M AUM | 0.00% | $9,874 | 200 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 59.5K | Q1 2026 |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $52,431 | 1.1K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $769,811 | 15.6K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $226,577 | 4.3K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $140,242 | 2.8K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 54.5K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.00% | $85,213 | 1.7K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 53.5K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 41.0K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $6M | 116.5K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 60.1K | Q1 2026 |
| Osbon Capital Management LLC$123M AUM | 0.00% | $3,851 | 78 | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 53.8K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $82,934 | 1.7K | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $27,647 | 560 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $44,927 | 910 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $23M | 463.3K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $138,734 | 2.8K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $548,106 | 11.1K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $395,635 | 8.0K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $3M | 54.2K | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $446,636 | 8.5K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $408,015 | 8.3K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $1M | 24.2K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $938,921 | 17.9K | Q4 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $315,146 | 6.4K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $109,385 | 2.2K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $551,277 | 11.2K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 25.5K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $99,530 | 2.0K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $3M | 52.6K | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $20,146 | 383 | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $28,486 | 577 | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $712,554 | 14.4K | Q1 2026 |
| BFSG, LLC$1.1B AUM | 0.00% | $12,223 | 248 | Q1 2026 |
| Front Row Advisors LLC$296M AUM | 0.00% | $3,321 | 66 | Q2 2025OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $207,354 | 4.2K | Q1 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $9,133 | 185 | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $703,053 | 41.1K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $321,842 | 6.5K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $527,449 | 10.7K | Q1 2026 |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $9,380 | 190 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 118.2K | Q1 2026 |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $4,937 | 100 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $27,553 | 525 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $7M | 143.3K | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $3,152 | 60 | Q4 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $499,124 | 10.1K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $28,101 | 569 | Q1 2026 |
| MOTCO$1.1B AUM | 0.00% | $6,665 | 135 | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $1,827 | 37 | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $315,075 | 6.0K | Q4 2025OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $402,762 | 7.7K | Q3 2025OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $12,580 | 250 | Q2 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $632,488 | 12.8K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $11,832 | 225 | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $64,173 | 1.2K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $229,665 | 4.6K | Q1 2026 |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.00% | $522 | 11 | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $691,180 | 14.0K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $62,649 | 1.3K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $37,570 | 761 | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $1,258 | 25 | Q2 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $696,443 | 13.3K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $128,609 | 2.6K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $14,959 | 303 | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $4,937 | 100 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $366,277 | 7.4K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $636,383 | 12.9K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $953 | 19 | Q1 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $987 | 20 | Q1 2026 |
| Guerra Advisors Inc$271M AUM | 0.00% | $255 | 5 | Q3 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $140,161 | 2.8K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $156,700 | 3.2K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1M | 22.6K | Q1 2026 |
| VSM Wealth Advisory, LLC$335M AUM | 0.00% | $265 | 5 | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $210,281 | 4.3K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $1,392 | 28 | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $247,569 | 5.0K | Q1 2026 |
| Robbins Farley$226M AUM | 0.00% | $99 | 2 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $4,394 | 89 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $633,578 | 12.1K | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $106 | 2 | Q4 2025OLDER |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 0.00% | $49 | 1 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $1,006 | 20 | Q2 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $785 | 15 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $7,998 | 162 | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $395 | 8 | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $58 | 2 | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $190,968 | 3.9K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $11,100 | 231 | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $494 | 10 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $6,391 | 127 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.