XARSPDR SERIES TRUST
CUSIP 78464A631 · Yahoo Finance ↗ · Google Finance ↗
Spdr Series Trust (XAR) has 562 institutional holders in Filings Flow’s 13F database, together reporting 9.95M shares worth $2.5B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Bank Of America Corp /De/, and Morgan Stanley.
Institutional Holders
562
Q1 2026
Reported Value
$2.5B
Ticker
XAR
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Marks Wealth, LLC$380M AUM | 8.84% | $29M | 121.8K | Q3 2025OLDER |
| CUMBERLAND ADVISORS INC$255M AUM | 7.33% | $19M | 73.7K | Q1 2026 |
| AFFINITY WEALTH MANAGEMENT LLC$661M AUM | 6.05% | $40M | 157.4K | Q1 2026 |
| Warner Group LLC$153M AUM | 5.30% | $8M | 31.9K | Q1 2026 |
| Enclave Advisors LLC$729M AUM | 4.64% | $34M | 133.4K | Q1 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV$156M AUM | 4.10% | $6M | 25.1K | Q1 2026 |
| Obsidian Personal Planning Solutions LLC$288M AUM | 3.58% | $10M | 41.5K | Q3 2025OLDER |
| Point Nemo Capital, LLC$152M AUM | 3.46% | $5M | 20.7K | Q1 2026 |
| Howard Capital Management Group, LLC$1.5B AUM | 3.13% | $47M | 185.9K | Q1 2026 |
| WealthSpring Partners, LLC$109M AUM | 3.10% | $3M | 13.3K | Q1 2026 |
| EWG Elevate Inc.$320M AUM | 2.85% | $9M | 43.8K | Q2 2025OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 2.67% | $13M | 49.4K | Q1 2026 |
| Horizon Wealth Management, LLC$682M AUM | 2.44% | $17M | 65.6K | Q1 2026 |
| INNEALTA CAPITAL, LLC$161M AUM | 2.40% | $4M | 15.2K | Q1 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 2.34% | $5M | 23.3K | Q1 2026 |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 2.20% | $5M | 17.9K | Q1 2026 |
| Purewater Capital LLC$104M AUM | 2.06% | $2M | 8.5K | Q1 2026 |
| Teamwork Financial Advisors, LLC$1.1B AUM | 2.01% | $19M | 74.9K | Q1 2026 |
| SMI Advisory Services, LLC$617M AUM | 1.91% | $10M | 45.4K | Q2 2025OLDER |
| Robinhood Asset Management, LLC$1.4B AUM | 1.81% | $25M | 98.2K | Q1 2026 |
| Buska Wealth Management, LLC$249M AUM | 1.72% | $4M | 16.8K | Q1 2026 |
| FLC Capital Advisors$560M AUM | 1.55% | $9M | 34.1K | Q1 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC$578M AUM | 1.50% | $9M | 34.1K | Q1 2026 |
| Fortune 45 LLC$205M AUM | 1.41% | $3M | 11.4K | Q1 2026 |
| NORTHLAND SECURITIES, INC.$105M AUM | 1.36% | $1M | 5.6K | Q1 2026 |
| VVR Holdings LLC$194M AUM | 1.35% | $3M | 10.3K | Q1 2026 |
| Alamea Verwaltungs GmbH$135M AUM | 1.32% | $2M | 7.0K | Q1 2026 |
| Authentikos Wealth Advisory, LLC$148M AUM | 1.27% | $2M | 7.4K | Q1 2026 |
| RoundAngle Advisors LLC$134M AUM | 1.27% | $2M | 6.7K | Q1 2026 |
| Anson Capital, Inc.$146M AUM | 1.24% | $2M | 7.1K | Q1 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 1.22% | $3M | 10.0K | Q1 2026 |
| Keystone Global Partners, LLC$265M AUM | 1.16% | $3M | 10.3K | Q1 2026 |
| First Growth Capital LLC$111M AUM | 1.13% | $1M | 4.8K | Q1 2026 |
| Investment Management Trust, LLC$103M AUM | 1.07% | $1M | 4.3K | Q1 2026 |
| NCM Capital Management, LLC$279M AUM | 1.04% | $3M | 11.5K | Q1 2026 |
| Clarus Wealth Advisors$235M AUM | 1.03% | $2M | 9.3K | Q1 2026 |
| NovaPoint Capital, LLC$399M AUM | 0.99% | $4M | 15.6K | Q1 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.94% | $30M | 116.3K | Q1 2026 |
| Prostatis Group LLC$391M AUM | 0.88% | $3M | 13.5K | Q1 2026 |
| Larry Mathis Financial Planning, LLC$124M AUM | 0.88% | $979,093 | 3.9K | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.79% | $12M | 46.4K | Q1 2026 |
| Nvest Financial, LLC$268M AUM | 0.78% | $2M | 8.3K | Q1 2026 |
| MADDEN SECURITIES Corp$333M AUM | 0.73% | $2M | 9.6K | Q1 2026 |
| Hobart Private Capital, LLC$583M AUM | 0.72% | $4M | 14.4K | Q1 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.71% | $7M | 26.7K | Q1 2026 |
| Meixler Investment Management, Ltd.$186M AUM | 0.69% | $1M | 5.0K | Q1 2026 |
| Sound Financial Strategies Group, LLC$147M AUM | 0.67% | $979,347 | 3.9K | Q1 2026 |
| Yelin Lapidot Holdings Management Ltd.$480M AUM | 0.66% | $3M | 12.5K | Q1 2026 |
| Norris Financial Group, LLC$108M AUM | 0.66% | $893,824 | 7.1K | Q1 2026 |
| BYRNE FINANCIAL FREEDOM, LLC$209M AUM | 0.65% | $1M | 5.4K | Q1 2026 |
| MGB Wealth Management, LLC$350M AUM | 0.65% | $2M | 9.4K | Q4 2025OLDER |
| Worth Asset Management, LLC$313M AUM | 0.64% | $2M | 6.3K | Q4 2025OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.59% | $1M | 5.2K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.57% | $2M | 6.2K | Q1 2026 |
| McGuire Investment Group, LLC$885M AUM | 0.57% | $5M | 19.8K | Q1 2026 |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.56% | $4M | 14.1K | Q1 2026 |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.55% | $739,102 | 2.9K | Q1 2026 |
| Spinnaker Investment Group, LLC$491M AUM | 0.55% | $3M | 10.5K | Q1 2026 |
| Connective Capital Management, LLC$121M AUM | 0.52% | $629,870 | 2.5K | Q1 2026 |
| Rubicon Advisors, GP$115M AUM | 0.50% | $579,851 | 2.3K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.50% | $924,581 | 3.6K | Q1 2026 |
| Avid Wealth Partners LLC$212M AUM | 0.49% | $1M | 4.1K | Q1 2026 |
| Red Tortoise LLC$240M AUM | 0.49% | $1M | 4.6K | Q1 2026 |
| FFG Partners, LLC$352M AUM | 0.46% | $1M | 4.6K | Q1 2026 |
| Nova Wealth Management, Inc.$154M AUM | 0.45% | $697,656 | 2.7K | Q1 2026 |
| Powell Investment Advisors, LLC$290M AUM | 0.44% | $1M | 5.0K | Q1 2026 |
| GUERRA PAN ADVISORS, LLC$162M AUM | 0.44% | $708,586 | 2.8K | Q1 2026 |
| PLANNING DIRECTIONS INC$198M AUM | 0.41% | $805,638 | 3.2K | Q1 2026 |
| Global View Capital Management LLC$377M AUM | 0.40% | $1M | 5.9K | Q1 2026 |
| WBI INVESTMENTS, LLC$362M AUM | 0.38% | $1M | 5.4K | Q1 2026 |
| Excelsior Advisor Network LLC$263M AUM | 0.38% | $987,982 | 3.9K | Q1 2026 |
| CAP Partners, LLC$177M AUM | 0.37% | $646,818 | 2.5K | Q1 2026 |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.36% | $1M | 4.1K | Q1 2026 |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.36% | $991,065 | 3.9K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.36% | $11M | 42.0K | Q1 2026 |
| WJ Wealth Management, LLC$214M AUM | 0.36% | $774,639 | 3.0K | Q1 2026 |
| American Financial Advisors, LLC$750M AUM | 0.36% | $3M | 10.6K | Q1 2026 |
| Vann Equity Management LLC$140M AUM | 0.36% | $502,746 | 2.0K | Q1 2026 |
| M Wealth Management, LLC$119M AUM | 0.36% | $424,147 | 1.7K | Q1 2026 |
| Crescent Sterling, Ltd.$112M AUM | 0.34% | $353,032 | 1.4K | Q1 2026 |
| Independent Wealth Advisors LLC$102M AUM | 0.33% | $338,402 | 1.3K | Q1 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 0.33% | $405,697 | 1.6K | Q1 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.33% | $3M | 12.1K | Q1 2026 |
| Arrowroot Family Office, LLC$302M AUM | 0.31% | $930,583 | 3.7K | Q1 2026 |
| Chancellor Financial Group WB LP$141M AUM | 0.30% | $421,607 | 1.7K | Q1 2026 |
| Kraft, Davis & Associates, LLC$479M AUM | 0.29% | $1M | 5.3K | Q1 2026 |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.29% | $813,498 | 3.2K | Q1 2026 |
| Y.D. More Investments Ltd$2.6B AUM | 0.28% | $7M | 28.9K | Q1 2026 |
| Marin Bay Wealth Advisors, LLC$166M AUM | 0.28% | $471,330 | 1.9K | Q1 2026 |
| WealthBridge Capital Management, LLC$434M AUM | 0.27% | $1M | 4.7K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.27% | $7M | 25.6K | Q1 2026 |
| AVALON CAPITAL MANAGEMENT$354M AUM | 0.27% | $945,060 | 3.7K | Q1 2026 |
| NOVEM GROUP$873M AUM | 0.25% | $2M | 8.6K | Q1 2026 |
| South Shore Capital Advisors$137M AUM | 0.25% | $337,736 | 1.4K | Q4 2025OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.25% | $587,202 | 2.3K | Q1 2026 |
| BRIGHT FINANCIAL ADVISORS, INC.$218M AUM | 0.25% | $537,168 | 2.1K | Q1 2026 |
| PlanVest Financial, Inc$131M AUM | 0.23% | $308,285 | 1.2K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.23% | $17M | 67.3K | Q1 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 0.23% | $417,543 | 1.6K | Q1 2026 |
| Trivium Point Advisory, LLC$553M AUM | 0.23% | $2M | 9.5K | Q4 2025OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.23% | $3M | 10.2K | Q1 2026 |
| BostonPremier Wealth LLC$194M AUM | 0.23% | $443,631 | 1.7K | Q1 2026 |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.23% | $525,739 | 0 | Q1 2026 |
| Sheets Smith Investment Management$154M AUM | 0.23% | $348,681 | 1.5K | Q3 2025OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.23% | $1M | 5.4K | Q1 2026 |
| PeakShares LLC$109M AUM | 0.22% | $236,201 | 930 | Q1 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.21% | $487,388 | 1.9K | Q1 2026 |
| Security Financial Services, INC.$632M AUM | 0.21% | $1M | 5.2K | Q1 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.20% | $856,906 | 3.4K | Q1 2026 |
| Box Hill Private Wealth LLC$125M AUM | 0.20% | $205,810 | 810 | Q1 2026 |
| JERICHO FINANCIAL, LLP$159M AUM | 0.20% | $314,786 | 1.2K | Q1 2026 |
| Formidable Asset Management, LLC$648M AUM | 0.20% | $1M | 5.3K | Q1 2026 |
| Millennium Capital Advisors, LLC$162M AUM | 0.20% | $317,475 | 1.3K | Q1 2026 |
| Somerset Trust Co$354M AUM | 0.19% | $633,934 | 2.5K | Q1 2026 |
| Missouri Trust & Investment Co$341M AUM | 0.19% | $652,729 | 2.6K | Q1 2026 |
| Accurate Wealth Management, LLC$831M AUM | 0.19% | $2M | 5.9K | Q1 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 0.19% | $246,318 | 1.1K | Q2 2025OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.18% | $1M | 5.0K | Q1 2026 |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.18% | $255,536 | 1.0K | Q1 2026 |
| CORE WEALTH ADVISORS, LLC$130M AUM | 0.18% | $235,439 | 927 | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.18% | $998,011 | 3.9K | Q1 2026 |
| Campion Asset Management$147M AUM | 0.18% | $264,901 | 1.0K | Q1 2026 |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.18% | $262,125 | 1.0K | Q1 2026 |
| Spectrum Wealth Advisory Group, LLC$269M AUM | 0.17% | $464,920 | 1.8K | Q1 2026 |
| Sonoma Allocations LLC$322M AUM | 0.17% | $499,230 | 1.9K | Q1 2026 |
| WESPAC Advisors, LLC$183M AUM | 0.17% | $302,744 | 1.2K | Q1 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 0.16% | $263,631 | 1.0K | Q1 2026 |
| Presper Financial Architects, LLC$168M AUM | 0.16% | $269,727 | 1.1K | Q1 2026 |
| Balboa Wealth Partners$596M AUM | 0.16% | $933,947 | 3.7K | Q1 2026 |
| ZEGA Investments, LLC$890M AUM | 0.16% | $1M | 5.5K | Q1 2026 |
| Chatterton & Associates Inc.$143M AUM | 0.15% | $220,964 | 821 | Q1 2026 |
| Trace Wealth Advisors, LLC$133M AUM | 0.15% | $201,914 | 795 | Q1 2026 |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.15% | $527,350 | 2.5K | Q2 2025OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.15% | $2M | 8.9K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.15% | $3M | 11.5K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.14% | $5M | 21.4K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.14% | $6M | 23.9K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.14% | $3M | 12.4K | Q1 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.14% | $392,780 | 1.6K | Q4 2025OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.14% | $1M | 5.3K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.14% | $4M | 14.5K | Q1 2026 |
| Beckerman Institutional, LLC$188M AUM | 0.13% | $251,950 | 992 | Q1 2026 |
| PENNINGTON PARTNERS & CO., LLC$292M AUM | 0.13% | $247,644 | 1.2K | Q2 2025OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.13% | $241,281 | 950 | Q1 2026 |
| TSA Wealth Managment LLC$309M AUM | 0.13% | $401,034 | 1.6K | Q1 2026 |
| Prosperity Financial Group, Inc.$271M AUM | 0.12% | $335,264 | 1.3K | Q1 2026 |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.12% | $798,005 | 3.1K | Q1 2026 |
| IMS Capital Management$217M AUM | 0.12% | $267,440 | 1.1K | Q3 2025OLDER |
| RFP Financial Group LLC$184M AUM | 0.12% | $220,803 | 869 | Q1 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 0.12% | $1M | 4.5K | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.12% | $1M | 4.3K | Q1 2026 |
| Addison Capital Co$562M AUM | 0.12% | $667,505 | 2.6K | Q1 2026 |
| Fortis Advisors, LLC$200M AUM | 0.12% | $235,930 | 929 | Q1 2026 |
| Sage Capital Advisors,llc$482M AUM | 0.12% | $507,960 | 2.0K | Q1 2026 |
| CoreFirst Bank & Trust$189M AUM | 0.11% | $208,673 | 865 | Q4 2025OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.11% | $224,518 | 884 | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.11% | $2M | 7.2K | Q1 2026 |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.11% | $10M | 39.3K | Q1 2026 |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.11% | $299,696 | 1.2K | Q1 2026 |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.11% | $269,264 | 1.1K | Q3 2025OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.11% | $308,143 | 1.2K | Q1 2026 |
| Tempo Wealth, LLC$573M AUM | 0.11% | $607,685 | 2.4K | Q1 2026 |
| Caitlin John, LLC$167M AUM | 0.11% | $176,577 | 695 | Q1 2026 |
| MOTIVE WEALTH ADVISORS$213M AUM | 0.10% | $222,994 | 878 | Q1 2026 |
| FSA Investment Group, LLC$248M AUM | 0.10% | $260,076 | 1.0K | Q1 2026 |
| PCG Wealth Advisors, LLC$395M AUM | 0.10% | $405,100 | 1.6K | Q1 2026 |
| Ballast, Inc.$432M AUM | 0.10% | $248,909 | 1.2K | Q2 2025OLDER |
| Lynx Investment Advisory$209M AUM | 0.10% | $212,852 | 838 | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.10% | $531,686 | 2.1K | Q1 2026 |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.10% | $543,517 | 2.1K | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.10% | $342,113 | 1.3K | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.10% | $342,113 | 1.3K | Q1 2026 |
| American State Bank (Iowa)$247M AUM | 0.10% | $202,930 | 799 | Q1 2026 |
| SITTNER & NELSON, LLC$274M AUM | 0.10% | $264,140 | 1.0K | Q1 2026 |
| Cavalier Investments, LLC$3.7B AUM | 0.09% | $4M | 13.8K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.09% | $1M | 5.1K | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.09% | $671,544 | 2.6K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.09% | $3M | 13.7K | Q1 2026 |
| WBH ADVISORY INC$1.3B AUM | 0.09% | $1M | 4.7K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.09% | $343M | 1.35M | Q1 2026 |
| Armbruster Capital Management, Inc.$671M AUM | 0.09% | $548,597 | 2.2K | Q1 2026 |
| Solstein Capital, LLC$244M AUM | 0.09% | $216,645 | 853 | Q1 2026 |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.09% | $310,976 | 1.2K | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.09% | $86,000 | 358 | Q4 2025OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.09% | $3M | 10.8K | Q1 2026 |
| HF Advisory Group, LLC$323M AUM | 0.08% | $249,228 | 981 | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.08% | $1M | 4.9K | Q1 2026 |
| Vawter Financial, Ltd.$238M AUM | 0.08% | $200,470 | 831 | Q4 2025OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.08% | $360,137 | 1.4K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.08% | $32M | 124.6K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.08% | $7M | 27.0K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.08% | $4M | 17.1K | Q2 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.08% | $11M | 42.9K | Q1 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX$455M AUM | 0.08% | $361,860 | 1.5K | Q4 2025OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.08% | $728,967 | 2.9K | Q1 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.08% | $317,210 | 1.2K | Q1 2026 |
| Madison Wealth Partners, Inc$627M AUM | 0.08% | $480,276 | 1.9K | Q1 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.08% | $322,967 | 1.3K | Q1 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.08% | $549,836 | 2.2K | Q1 2026 |
| WMG Financial Advisors, LLC$240M AUM | 0.07% | $224,152 | 954 | Q3 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.07% | $2M | 8.7K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.07% | $2M | 8.0K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.07% | $257,282 | 1.0K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.07% | $4M | 15.9K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.07% | $975,499 | 3.8K | Q1 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 0.07% | $292,785 | 1.4K | Q2 2025OLDER |
| Portfolio Strategies, Inc.$811M AUM | 0.07% | $589,742 | 2.3K | Q1 2026 |
| Financial Sense Advisors, Inc.$493M AUM | 0.07% | $351,899 | 1.4K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.07% | $492,467 | 1.9K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.07% | $367,058 | 1.4K | Q1 2026 |
| Acorn Wealth Advisors, LLC$343M AUM | 0.07% | $240,781 | 948 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.07% | $5M | 18.8K | Q1 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.07% | $1M | 5.1K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.07% | $2M | 7.5K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.07% | $1M | 4.7K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.07% | $47M | 184.1K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.06% | $771,538 | 3.7K | Q2 2025OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.06% | $361,160 | 1.4K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.06% | $2M | 7.0K | Q1 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC$563M AUM | 0.06% | $341,574 | 1.3K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.06% | $12M | 46.4K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.06% | $8M | 29.6K | Q1 2026 |
| WT Wealth Management$336M AUM | 0.06% | $201,419 | 793 | Q1 2026 |
| Fort Sheridan Advisors LLC$828M AUM | 0.06% | $489,967 | 1.9K | Q1 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.06% | $511,488 | 2.0K | Q1 2026 |
| Roxbury Financial LLC$126M AUM | 0.06% | $64,934 | 256 | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.06% | $3M | 11.2K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.06% | $463,405 | 1.8K | Q1 2026 |
| Claro Advisors Inc.$830M AUM | 0.06% | $468,186 | 1.8K | Q1 2026 |
| Mascoma Wealth Management LLC$484M AUM | 0.06% | $272,064 | 1.1K | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.06% | $4M | 17.1K | Q1 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 0.06% | $498,817 | 2.0K | Q1 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.05% | $261,599 | 1.0K | Q1 2026 |
| STEVENS CAPITAL PARTNERS$416M AUM | 0.05% | $225,545 | 888 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.05% | $37M | 144.0K | Q1 2026 |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.05% | $242,030 | 953 | Q1 2026 |
| LongView Wealth Management$390M AUM | 0.05% | $219,848 | 783 | Q4 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.05% | $4M | 15.6K | Q1 2026 |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.05% | $550,629 | 2.2K | Q1 2026 |
| Asset One Wealth Management LLC$904M AUM | 0.05% | $468,055 | 1.8K | Q1 2026 |
| Capital Management Associates, Inc$442M AUM | 0.05% | $228,582 | 900 | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.05% | $18M | 72.1K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 0.05% | $558,843 | 2.2K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.05% | $4M | 17.2K | Q1 2026 |
| Black Diamond Financial, LLC$916M AUM | 0.05% | $468,016 | 1.9K | Q4 2025OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.05% | $434,560 | 1.7K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.05% | $820,427 | 3.2K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.05% | $339,317 | 1.3K | Q1 2026 |
| Second Line Capital, LLC$528M AUM | 0.05% | $252,024 | 973 | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.05% | $328,904 | 1.3K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.05% | $682,106 | 2.5K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.05% | $2M | 7.2K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.05% | $6M | 24.1K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.05% | $4M | 16.6K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.05% | $2M | 8.5K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $1M | 4.5K | Q1 2026 |
| Stonebrook Private Inc.$470M AUM | 0.04% | $211,334 | 876 | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.04% | $3M | 10.7K | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.04% | $172,198 | 678 | Q1 2026 |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.04% | $447,148 | 1.8K | Q1 2026 |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 0.04% | $289,537 | 1.1K | Q1 2026 |
| Shepherd Financial Partners LLC$1.1B AUM | 0.04% | $442,687 | 1.7K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $1M | 4.5K | Q1 2026 |
| United Community Bank$300M AUM | 0.04% | $109,040 | 452 | Q4 2025OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.04% | $77,772 | 331 | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.04% | $3M | 12.9K | Q1 2026 |
| Fiduciary Alliance LLC$1.7B AUM | 0.04% | $668,290 | 2.4K | Q1 2026 |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.04% | $589,742 | 2.3K | Q1 2026 |
| Jessup Wealth Management, Inc$274M AUM | 0.04% | $121,815 | 505 | Q4 2025OLDER |
| Tyler-Stone Wealth Management$621M AUM | 0.04% | $248,934 | 1.2K | Q2 2025OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.04% | $685,493 | 2.7K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.04% | $3M | 12.6K | Q1 2026 |
| Centricity Wealth Management, LLC$125M AUM | 0.04% | $48,516 | 230 | Q2 2025OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.04% | $200,412 | 789 | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.04% | $977,846 | 3.9K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.04% | $35M | 139.6K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.04% | $479,927 | 1.9K | Q1 2026 |
| BLB&B Advisors, LLC$2.4B AUM | 0.04% | $888,423 | 3.5K | Q1 2026 |
| Insight Wealth Partners, LLC$713M AUM | 0.04% | $259,153 | 1.0K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.04% | $844,484 | 3.3K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.04% | $469,377 | 1.8K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.04% | $2M | 7.7K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.04% | $7M | 25.8K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.03% | $737,211 | 2.9K | Q1 2026 |
| Baker Ellis Asset Management LLC$842M AUM | 0.03% | $292,077 | 1.1K | Q1 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.03% | $68,103 | 268 | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $630,299 | 2.4K | Q1 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.03% | $4M | 15.1K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $5M | 21.3K | Q1 2026 |
| Inlight Wealth Management, LLC$270M AUM | 0.03% | $88,294 | 366 | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $7M | 27.1K | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.03% | $768,290 | 3.0K | Q1 2026 |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.03% | $214,867 | 846 | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.03% | $2M | 9.6K | Q1 2026 |
| Rise Advisors, LLC$284M AUM | 0.03% | $85,695 | 365 | Q3 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.03% | $899,432 | 3.5K | Q1 2026 |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.03% | $121,910 | 480 | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.03% | $838,389 | 3.3K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.03% | $503,642 | 2.0K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $8M | 30.2K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.03% | $83,486 | 329 | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.03% | $2M | 7.0K | Q4 2025OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.03% | $752,025 | 3.0K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.03% | $1M | 5.8K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.03% | $564,806 | 2.3K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.03% | $245,794 | 968 | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.03% | $755,360 | 3.0K | Q1 2026 |
| Curi Capital, LLC$5.6B AUM | 0.03% | $1M | 5.9K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.03% | $204,381 | 805 | Q1 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.03% | $213,597 | 841 | Q1 2026 |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.03% | $61,209 | 241 | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 10.4K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.03% | $61,971 | 244 | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.03% | $683,175 | 2.7K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $4M | 16.0K | Q1 2026 |
| L. Roy Papp & Associates, LLP$867M AUM | 0.02% | $209,026 | 823 | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.02% | $339,657 | 1.3K | Q1 2026 |
| Evercore Wealth Management, LLC$6.4B AUM | 0.02% | $1M | 5.9K | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.02% | $80,404 | 381 | Q2 2025OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.02% | $281,664 | 1.1K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $1M | 5.4K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $331,436 | 1.3K | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.02% | $69,083 | 272 | Q1 2026 |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.02% | $23,268 | 92 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $120M | 471.0K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $845,791 | 3.2K | Q1 2026 |
| Reyes Financial Architecture, Inc.$179M AUM | 0.02% | $27,430 | 108 | Q1 2026 |
| Strategies Wealth Advisors, LLC$995M AUM | 0.02% | $222,711 | 877 | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.02% | $761,940 | 3.0K | Q1 2026 |
| Ally Invest Advisors Inc.$1.5B AUM | 0.02% | $332,055 | 1.3K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $1M | 4.1K | Q1 2026 |
| Obermeyer Wealth Partners$2.2B AUM | 0.02% | $478,752 | 1.9K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.02% | $123,944 | 514 | Q4 2025OLDER |
| Brentview Investment Management LLC$231M AUM | 0.02% | $48,248 | 200 | Q4 2025OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.02% | $448,979 | 1.8K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.02% | $771,591 | 3.0K | Q1 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.02% | $204,862 | 887 | Q3 2025OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.02% | $54,673 | 198 | Q1 2026 |
| SummitTX Capital, L.P.$3.2B AUM | 0.02% | $711,899 | 3.0K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.02% | $44M | 173.6K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.02% | $651,207 | 2.6K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $312,807 | 1.3K | Q4 2025OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.02% | $276,758 | 1.1K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $4M | 16.7K | Q1 2026 |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.02% | $628,088 | 2.5K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.02% | $427,330 | 1.7K | Q1 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.02% | $516,473 | 2.0K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.02% | $36M | 140.2K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.02% | $1M | 4.9K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $65M | 255.8K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.02% | $370,598 | 1.5K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.02% | $647,060 | 2.5K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $324,000 | 1.3K | Q4 2025OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.02% | $251,278 | 1.0K | Q4 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.02% | $224,190 | 883 | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.02% | $2M | 6.4K | Q1 2026 |
| Nilsine Partners, LLC$1.3B AUM | 0.02% | $237,102 | 919 | Q1 2026 |
| Avalon Trust Co$1.5B AUM | 0.02% | $267,949 | 1.1K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.02% | $8M | 33.1K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 4.7K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.02% | $701,376 | 3.3K | Q2 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $20M | 77.9K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.02% | $266,679 | 1.1K | Q1 2026 |
| NFSG Corp$608M AUM | 0.02% | $110,285 | 434 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.02% | $389,941 | 1.5K | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.02% | $51,407 | 202 | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.02% | $1M | 4.1K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.02% | $505,674 | 3.1K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $857,690 | 3.4K | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.02% | $32,000 | 125 | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 6.7K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $246,015 | 969 | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.02% | $52,330 | 206 | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.02% | $470,879 | 1.9K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.02% | $292,331 | 1.2K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.02% | $278,589 | 1.1K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.02% | $48M | 188.5K | Q1 2026 |
| Principle Wealth Partners LLC$1.7B AUM | 0.02% | $276,258 | 1.1K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $216M | 848.7K | Q1 2026 |
| Biltmore Family Office, LLC$716M AUM | 0.02% | $111,751 | 440 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $9M | 34.3K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $641,477 | 2.5K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $165,341 | 651 | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $54M | 212.9K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $278,193 | 1.2K | Q3 2025OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.01% | $52,832 | 219 | Q4 2025OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.01% | $264,499 | 1.0K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $60M | 235.4K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.01% | $12M | 48.2K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $829,805 | 3.3K | Q1 2026 |
| Financial Freedom, LLC$201M AUM | 0.01% | $26,788 | 105 | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $366,200 | 1.4K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $81,020 | 319 | Q1 2026 |
| Lowe Wealth Advisors, LLC$274M AUM | 0.01% | $35,244 | 150 | Q3 2025OLDER |
| KM Capital Management Ltd.$149M AUM | 0.01% | $18,908 | 70 | Q1 2026 |
| Richard W. Paul & Associates, LLC$297M AUM | 0.01% | $35,016 | 166 | Q2 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $4M | 16.1K | Q1 2026 |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.01% | $201,660 | 794 | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 5.4K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $240,230 | 924 | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $434,331 | 1.7K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $487,188 | 1.9K | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.01% | $38,840 | 161 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $822,532 | 3.2K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $234,791 | 18.8K | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.01% | $47,241 | 186 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $17M | 68.2K | Q1 2026 |
| GM Advisory Group, LLC$2.6B AUM | 0.01% | $275,588 | 1.1K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $334,890 | 1.3K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $619,407 | 2.4K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $228,794 | 901 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $168M | 698.1K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $126,988 | 500 | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $9M | 35.5K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $154,762 | 609 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $63M | 246.4K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $88,336 | 376 | Q3 2025OLDER |
| Key FInancial Inc$562M AUM | 0.01% | $52,320 | 206 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $978,156 | 3.8K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 6.2K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $419,067 | 1.6K | Q1 2026 |
| Burk Holdings LLC$233M AUM | 0.01% | $20,064 | 79 | Q1 2026 |
| Kiker Wealth Management, LLC$209M AUM | 0.01% | $16,917 | 72 | Q3 2025OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $11,429 | 45 | Q1 2026 |
| Milestone Investment Advisors LLC$414M AUM | 0.01% | $34,542 | 136 | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $6M | 22.6K | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $11,235 | 44 | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $708,024 | 2.8K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.01% | $5M | 19.1K | Q1 2026 |
| CWA Asset Management Group, LLC$2.9B AUM | 0.01% | $230,542 | 908 | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 14.8K | Q1 2026 |
| Commonwealth Retirement Investments LLC$323M AUM | 0.01% | $24,124 | 100 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $16M | 64.3K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $44M | 173.1K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.01% | $270,234 | 1.1K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $400,784 | 1.6K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $2M | 8.0K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $6M | 24.5K | Q1 2026 |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.01% | $66,035 | 260 | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.01% | $25,906 | 102 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $764,792 | 3.0K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $44,447 | 175 | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $4M | 17.1K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $347,296 | 1.4K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $5M | 19.6K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.01% | $545,167 | 2.1K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.01% | $63,495 | 250 | Q1 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $29,484 | 116 | Q1 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $368,271 | 1.4K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.01% | $10M | 38.0K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $645,789 | 2.5K | Q1 2026 |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.01% | $860,287 | 3.7K | Q3 2025OLDER |
| Hilltop National Bank$468M AUM | 0.01% | $25,398 | 100 | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $213,457 | 840 | Q1 2026 |
| Guerra Advisors Inc$271M AUM | 0.01% | $15,742 | 67 | Q3 2025OLDER |
| Chicago Capital, LLC$3.7B AUM | 0.01% | $236,135 | 1.0K | Q3 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $91,464 | 360 | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $11,175 | 44 | Q1 2026 |
| TABLEAUX LLC$206M AUM | 0.01% | $9,271 | 10.0K | Q2 2025OLDER |
| Field & Main Bank$344M AUM | 0.01% | $19,049 | 75 | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $487,762 | 1.9K | Q1 2026 |
| Americana Partners, LLC$3.9B AUM | 0.01% | $203,184 | 800 | Q1 2026 |
| JDM Financial Group LLC$259M AUM | 0.01% | $12,453 | 53 | Q3 2025OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $207,501 | 817 | Q1 2026 |
| Main Street Group, LTD$340M AUM | 0.01% | $17,525 | 69 | Q1 2026 |
| Annex Advisory Services, LLC$5.3B AUM | 0.01% | $212,628 | 1.0K | Q2 2025OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.01% | $78,494 | 325 | Q4 2025OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.01% | $48,511 | 191 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $156,198 | 615 | Q1 2026 |
| Ridgewood Investments LLC$244M AUM | 0.00% | $11,391 | 54 | Q2 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $8M | 31.8K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.00% | $202,329 | 797 | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $1M | 5.2K | Q3 2025OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $9,905 | 39 | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $708,420 | 2.8K | Q1 2026 |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $25,398 | 100 | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $313,157 | 1.2K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $395,460 | 1.5K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.00% | $251,637 | 991 | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.00% | $295,653 | 1.2K | Q1 2026 |
| Choate Investment Advisors$5.1B AUM | 0.00% | $215,121 | 847 | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 0.00% | $45,942 | 181 | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $254,962 | 1.0K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $365,985 | 1.4K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $226,625 | 907 | Q1 2026 |
| NVWM, LLC$449M AUM | 0.00% | $17,779 | 70 | Q1 2026 |
| Investors Research Corp$523M AUM | 0.00% | $20,318 | 80 | Q1 2026 |
| ADIRONDACK TRUST CO$336M AUM | 0.00% | $11,429 | 45 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $33M | 130.5K | Q1 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.00% | $226,042 | 890 | Q1 2026 |
| CNB Bank$238M AUM | 0.00% | $8,889 | 35 | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $25,398 | 100 | Q1 2026 |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $12,699 | 50 | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $663,614 | 3.1K | Q2 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $588,215 | 2.3K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $286,521 | 1.1K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $816,292 | 3.2K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $582,907 | 2.3K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $136,155 | 536 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $783,547 | 3.2K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.