ISHARES TR
CUSIP 464287150
Ishares Tr has 1,609 institutional holders in Filings Flow’s 13F database, together reporting 361.36M shares worth $49.0B as of Q1 2026. The largest reported holders are Blackrock, Inc., Wells Fargo & Company/Mn, and Wealthfront Advisers LLC.
Institutional Holders
1,609
Q1 2026
Reported Value
$49.0B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CISCO SYSTEMS, INC.$317M AUM | 61.65% | $195M | 1.37M | Q1 2026OLDER |
| Claar Advisors LLC$295M AUM | 48.01% | $142M | 994.8K | Q1 2026OLDER |
| Independent Order of Foresters$102M AUM | 32.65% | $33M | 233.5K | Q1 2026OLDER |
| Steffes Financial, Ltd.$189M AUM | 29.53% | $56M | 392.8K | Q1 2026OLDER |
| LJI Wealth Management, LLC$626M AUM | 27.79% | $174M | 1.22M | Q1 2026OLDER |
| Coquina Private Wealth LLC$124M AUM | 25.89% | $32M | 226.0K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 25.71% | $49M | 342.5K | Q1 2026OLDER |
| Wick Capital Partners, LLC$548M AUM | 24.15% | $132M | 929.7K | Q1 2026OLDER |
| Friday Financial$373M AUM | 23.00% | $86M | 523.4K | Q2 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 22.77% | $215M | 1.51M | Q1 2026OLDER |
| Financial Designs Corp$180M AUM | 22.54% | $40M | 284.2K | Q1 2026OLDER |
| E-Wealth Partners, LLC$124M AUM | 22.32% | $28M | 194.1K | Q2 2026 |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 21.31% | $32M | 196.2K | Q2 2026 |
| Disciplina Capital Management LLC$944M AUM | 20.29% | $191M | 1.34M | Q1 2026OLDER |
| Life Planning Partners, Inc$131M AUM | 19.19% | $25M | 176.5K | Q1 2026OLDER |
| DURANTE & WATERS, LLC$138M AUM | 18.78% | $26M | 182.2K | Q1 2026OLDER |
| MontVue Capital Management, Inc.$147M AUM | 18.62% | $27M | 191.8K | Q1 2026OLDER |
| Finhabits Advisors LLC$108M AUM | 18.27% | $20M | 139.0K | Q1 2026OLDER |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 17.99% | $37M | 263.0K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 17.59% | $664M | 4.07M | Q2 2026 |
| TD Capital Management LLC$1.1B AUM | 17.17% | $191M | 1.34M | Q1 2026OLDER |
| Kondo Wealth Advisors, Inc.$266M AUM | 17.03% | $45M | 317.7K | Q1 2026OLDER |
| jvl associates llc$352M AUM | 16.37% | $58M | 351.3K | Q2 2026 |
| Trevian Wealth Management LLC$203M AUM | 15.48% | $31M | 220.2K | Q1 2026OLDER |
| Tanager Wealth Management LLP$1.0B AUM | 15.26% | $158M | 1.11M | Q1 2026OLDER |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 14.88% | $44M | 306.1K | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 13.16% | $46M | 316.0K | Q3 2025OLDER |
| Vantage Financial Partners, LLC$493M AUM | 13.11% | $65M | 434.4K | Q4 2025OLDER |
| CATALYST PRIVATE WEALTH, LLC$185M AUM | 13.02% | $24M | 168.8K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 12.47% | $19M | 132.7K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 12.23% | $110M | 772.9K | Q1 2026OLDER |
| CORRECT CAPITAL WEALTH MANAGEMENT$536M AUM | 12.10% | $65M | 454.9K | Q1 2026OLDER |
| Rock Creek Group LLC$988M AUM | 11.93% | $118M | 827.5K | Q1 2026OLDER |
| Aletheian Wealth Advisors LLC$234M AUM | 11.63% | $27M | 165.7K | Q2 2026 |
| Aerodigm Wealth, LLC$266M AUM | 11.59% | $31M | 216.3K | Q1 2026OLDER |
| Winthrop Advisory Group LLC$1.2B AUM | 11.27% | $138M | 968.3K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 11.19% | $22M | 147.3K | Q4 2025OLDER |
| Reliant Wealth Planning$331M AUM | 11.01% | $36M | 255.7K | Q1 2026OLDER |
| Friedenthal Financial$199M AUM | 10.99% | $22M | 153.8K | Q1 2026OLDER |
| Cosner Financial Group, LLC$182M AUM | 10.91% | $20M | 139.4K | Q1 2026OLDER |
| Kaufman Rossin Wealth, LLC$174M AUM | 10.86% | $19M | 133.1K | Q1 2026OLDER |
| Auto-Owners Insurance Co$4.8B AUM | 10.72% | $512M | 3.60M | Q1 2026OLDER |
| Roger Wittlin Investment Advisory, LLC$122M AUM | 10.66% | $13M | 91.5K | Q1 2026OLDER |
| Planned Solutions, Inc.$306M AUM | 10.62% | $32M | 227.9K | Q1 2026OLDER |
| Johnson Bixby & Associates, LLC$806M AUM | 10.37% | $84M | 587.0K | Q1 2026OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 10.32% | $41M | 288.9K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 10.24% | $47M | 328.1K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 10.10% | $59M | 416.0K | Q1 2026OLDER |
| Tulsa Wealth Advisors, INC$570M AUM | 9.86% | $56M | 394.9K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 9.83% | $16M | 109.4K | Q1 2026OLDER |
| HBE Wealth Management, LLC$115M AUM | 9.76% | $11M | 78.6K | Q1 2026OLDER |
| Evansbrook LLC$150M AUM | 9.50% | $14M | 99.9K | Q2 2026 |
| Clear Retirement Advice LLC$127M AUM | 9.34% | $12M | 83.5K | Q1 2026OLDER |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.$128M AUM | 9.27% | $12M | 83.3K | Q1 2026OLDER |
| Squire Investment Management Company, LLC$360M AUM | 9.19% | $33M | 232.2K | Q1 2026OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 9.17% | $88M | 620.3K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 9.01% | $12M | 74.8K | Q2 2026 |
| AlTi Global, Inc.$4.6B AUM | 8.98% | $413M | 2.90M | Q1 2026OLDER |
| Peirce Capital Management, LLC$256M AUM | 8.88% | $23M | 159.4K | Q1 2026OLDER |
| O'Brien Wealth Partners LLC$756M AUM | 8.80% | $67M | 447.7K | Q4 2025OLDER |
| SWEENEY & MICHEL, LLC$340M AUM | 8.77% | $30M | 198.4K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 8.58% | $179M | 1.23M | Q3 2025OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 8.40% | $55M | 389.5K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 8.14% | $761M | 5.35M | Q1 2026OLDER |
| Adventist Health System/ West$564M AUM | 8.11% | $46M | 321.2K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 8.08% | $54M | 377.5K | Q1 2026OLDER |
| CHERRYDALE WEALTH MANAGEMENT, LLC$324M AUM | 7.95% | $26M | 180.7K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 7.77% | $771M | 5.42M | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 7.71% | $15M | 104.9K | Q1 2026OLDER |
| Strategic Point Investment Advisors, LLC$767M AUM | 7.68% | $59M | 359.0K | Q2 2026 |
| Farrow Financial, Inc.$176M AUM | 7.47% | $13M | 92.3K | Q1 2026OLDER |
| SJBENEN ADVISORY, LLC$120M AUM | 7.31% | $9M | 61.5K | Q1 2026OLDER |
| Cadia Private Client LLC$123M AUM | 7.27% | $9M | 62.9K | Q1 2026OLDER |
| Spectrum Strategic Capital Management, LLC$186M AUM | 7.00% | $13M | 91.3K | Q1 2026OLDER |
| GuidedMoney, LLC$190M AUM | 6.58% | $13M | 87.9K | Q1 2026OLDER |
| HMV Wealth Advisors, LLC$213M AUM | 6.54% | $14M | 97.8K | Q1 2026OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 6.53% | $106M | 742.7K | Q1 2026OLDER |
| Solano Wealth Investment Advisors LLC$201M AUM | 6.46% | $13M | 91.0K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 6.32% | $454M | 3.19M | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 6.31% | $552M | 3.87M | Q1 2026OLDER |
| CogentBlue Wealth Advisors, LLC$149M AUM | 5.97% | $9M | 62.3K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 5.88% | $147M | 1.03M | Q1 2026OLDER |
| Astoria Strategic Wealth, Inc.$394M AUM | 5.82% | $23M | 161.0K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 5.82% | $168M | 1.18M | Q1 2026OLDER |
| Tolleson Wealth Management, Inc.$693M AUM | 5.81% | $40M | 270.8K | Q4 2025OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 5.69% | $96M | 671.6K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 5.60% | $13M | 88.9K | Q1 2026OLDER |
| SMITH SHELLNUT WILSON LLC /ADV$260M AUM | 5.44% | $14M | 97.3K | Q3 2025OLDER |
| Level Wealth Management LLC$213M AUM | 5.42% | $12M | 81.2K | Q1 2026OLDER |
| Constellation Investments, Inc.$3.0B AUM | 5.24% | $158M | 1.11M | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 5.09% | $17M | 121.7K | Q1 2026OLDER |
| DKM Wealth Management, Inc.$139M AUM | 5.05% | $7M | 49.1K | Q1 2026OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 4.97% | $36M | 252.9K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 4.91% | $15M | 103.1K | Q1 2026OLDER |
| Certus Wealth Management, LLC$167M AUM | 4.83% | $8M | 55.4K | Q3 2025OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 4.72% | $17M | 119.6K | Q1 2026OLDER |
| SARD WEALTH MANAGEMENT GROUP, LLC$184M AUM | 4.69% | $9M | 60.5K | Q1 2026OLDER |
| Bernardo Wealth Planning LLC$511M AUM | 4.58% | $23M | 164.2K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 4.52% | $50M | 306.6K | Q2 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 4.49% | $2.0B | 14.37M | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 4.49% | $18M | 125.6K | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 4.49% | $26M | 185.2K | Q1 2026OLDER |
| Shepherd Street Advisors LLC$101M AUM | 4.42% | $4M | 31.5K | Q1 2026OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 4.23% | $18M | 123.4K | Q1 2026OLDER |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 4.11% | $8M | 54.8K | Q1 2026OLDER |
| TruNorth Capital Management, LLC$522M AUM | 4.07% | $21M | 148.9K | Q1 2026OLDER |
| Belleair Asset Management, LLC$110M AUM | 4.06% | $4M | 31.3K | Q1 2026OLDER |
| Connecticut Capital Management Group, LLC$106M AUM | 4.04% | $4M | 30.0K | Q1 2026OLDER |
| A&I FINANCIAL SERVICES, LLC$230M AUM | 3.94% | $9M | 55.1K | Q2 2026 |
| Aegis Wealth Management LLC$175M AUM | 3.84% | $7M | 47.2K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 3.81% | $9M | 64.7K | Q1 2026OLDER |
| Norinchukin Bank, The$8.6B AUM | 3.73% | $320M | 2.25M | Q1 2026OLDER |
| Vericrest Private Wealth$111M AUM | 3.70% | $4M | 29.0K | Q1 2026OLDER |
| MONEYWISE, INC.$229M AUM | 3.65% | $8M | 58.7K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 3.58% | $4M | 25.3K | Q1 2026OLDER |
| McElhenny Sheffield Capital Management, LLC$403M AUM | 3.52% | $14M | 97.4K | Q4 2025OLDER |
| Sendero Wealth Management, LLC$904M AUM | 3.38% | $31M | 214.7K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 3.37% | $24M | 169.3K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 3.33% | $6M | 42.8K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 3.33% | $6M | 39.1K | Q1 2026OLDER |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC$159M AUM | 3.32% | $5M | 32.9K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 3.30% | $8M | 57.1K | Q1 2026OLDER |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 3.27% | $7M | 48.8K | Q1 2026OLDER |
| KFA Private Wealth Group, LLC$417M AUM | 3.22% | $13M | 94.1K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 3.15% | $47M | 308.0K | Q4 2025OLDER |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 3.15% | $6M | 40.1K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 3.10% | $9M | 60.5K | Q1 2026OLDER |
| RF&L WEALTH MANAGEMENT, LLC$134M AUM | 3.08% | $4M | 28.9K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 3.06% | $26M | 179.5K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 3.03% | $32M | 223.5K | Q1 2026OLDER |
| Oakwell Private Wealth Management, LLC$560M AUM | 2.93% | $16M | 115.4K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 2.92% | $163M | 1.14M | Q2 2026 |
| Avalon Advisory Group$248M AUM | 2.92% | $7M | 50.8K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 2.89% | $25M | 176.7K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 2.87% | $63M | 439.7K | Q1 2026OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 2.86% | $24M | 169.1K | Q1 2026OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 2.72% | $14M | 99.8K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 2.70% | $3M | 22.1K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 2.66% | $230M | 1.62M | Q1 2026OLDER |
| ETF Portfolio Partners, Inc.$381M AUM | 2.65% | $10M | 70.8K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 2.65% | $10M | 68.2K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 2.63% | $5M | 38.4K | Q1 2026OLDER |
| Single Point Partners, LLC$503M AUM | 2.62% | $13M | 2.23M | Q1 2026OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 2.60% | $69M | 484.5K | Q1 2026OLDER |
| Elm Partners Management LLC$2.3B AUM | 2.59% | $60M | 431.4K | Q1 2026OLDER |
| Nicholson Meyer Capital Management, Inc.$130M AUM | 2.57% | $3M | 23.6K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 2.54% | $18M | 128.1K | Q1 2026OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 2.47% | $30M | 208.4K | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 2.45% | $6M | 42.9K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 2.43% | $150M | 1.05M | Q1 2026OLDER |
| Regent Peak Wealth Advisors LLC$490M AUM | 2.42% | $12M | 83.4K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 2.42% | $104M | 731.4K | Q1 2026OLDER |
| Climber Capital SA$153M AUM | 2.36% | $4M | 27.6K | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 2.36% | $66M | 465.6K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 2.33% | $4M | 24.8K | Q1 2026OLDER |
| PENNINGTON PARTNERS & CO., LLC$292M AUM | 2.31% | $7M | 47.3K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 2.28% | $11M | 76.1K | Q1 2026OLDER |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 2.26% | $32M | 226.4K | Q1 2026OLDER |
| Schrum Private Wealth Management LLC$131M AUM | 2.25% | $3M | 20.7K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 2.20% | $5M | 35.3K | Q1 2026OLDER |
| Symphony Financial Services, Inc.$195M AUM | 2.15% | $4M | 29.4K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 2.13% | $100M | 704.6K | Q1 2026OLDER |
| MBA Advisors LLC$260M AUM | 2.12% | $6M | 38.8K | Q1 2026OLDER |
| CLARIS ADVISORS, LLC / MO /$334M AUM | 2.12% | $7M | 49.6K | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 2.10% | $8M | 59.0K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 2.09% | $20M | 142.3K | Q1 2026OLDER |
| Vistica Wealth Advisors, LLC$100M AUM | 2.09% | $2M | 14.7K | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 2.07% | $14M | 100.3K | Q1 2026OLDER |
| GM Advisory Group, LLC$2.6B AUM | 2.07% | $54M | 377.8K | Q1 2026OLDER |
| BLB&B Advisors, LLC$2.4B AUM | 2.06% | $50M | 350.3K | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 2.05% | $18M | 126.5K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 2.04% | $2M | 16.3K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 2.03% | $16M | 114.3K | Q1 2026OLDER |
| SATOVSKY ASSET MANAGEMENT LLC$566M AUM | 2.02% | $11M | 80.2K | Q1 2026OLDER |
| Hassell Wealth Management, LLC$298M AUM | 2.01% | $6M | 42.1K | Q1 2026OLDER |
| Capital Planning LLC$307M AUM | 1.97% | $6M | 42.5K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 1.95% | $3M | 21.4K | Q4 2025OLDER |
| Facet Wealth, Inc.$5.8B AUM | 1.94% | $112M | 786.1K | Q1 2026OLDER |
| Gleason Group, Inc.$1.0B AUM | 1.93% | $20M | 137.1K | Q1 2026OLDER |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 1.90% | $5M | 34.6K | Q4 2025OLDER |
| Wealth Management Associates, Inc.$290M AUM | 1.90% | $6M | 38.6K | Q1 2026OLDER |
| DDFG, Inc$464M AUM | 1.85% | $9M | 60.3K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 1.85% | $43M | 260.4K | Q2 2026 |
| MorganRosel Wealth Management, LLC$254M AUM | 1.84% | $5M | 32.8K | Q1 2026OLDER |
| WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM | 1.84% | $23M | 159.7K | Q1 2026OLDER |
| NYL Investors LLC$265M AUM | 1.82% | $5M | 33.8K | Q1 2026OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 1.80% | $4M | 30.3K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 1.79% | $7M | 49.5K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 1.79% | $16M | 111.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 1.77% | $9.4B | 65.97M | Q2 2026 |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 1.77% | $4M | 28.3K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 1.77% | $18M | 124.4K | Q1 2026OLDER |
| Centerline Wealth Advisors, LLC$278M AUM | 1.76% | $5M | 34.4K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 1.73% | $14M | 101.5K | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 1.71% | $11M | 75.9K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 1.71% | $41M | 285.9K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 1.71% | $46M | 322.4K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 1.70% | $2M | 12.1K | Q1 2026OLDER |
| Capstone Financial Advisors, Inc.$1.9B AUM | 1.67% | $31M | 218.2K | Q1 2026OLDER |
| Box Hill Private Wealth LLC$125M AUM | 1.67% | $2M | 12.6K | Q2 2026 |
| LIBRA WEALTH LLC$355M AUM | 1.65% | $6M | 41.1K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 1.65% | $9M | 60.5K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 1.65% | $2M | 14.3K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 1.63% | $8M | 58.2K | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 1.55% | $8M | 57.9K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 1.54% | $27M | 187.3K | Q1 2026OLDER |
| Heritage Financial Services, LLC$1.2B AUM | 1.52% | $18M | 122.2K | Q4 2025OLDER |
| Abound Wealth Management$440M AUM | 1.51% | $7M | 46.6K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 1.49% | $20M | 141.0K | Q1 2026OLDER |
| Manuka Financial, LLC$162M AUM | 1.49% | $2M | 16.4K | Q3 2025OLDER |
| Towercrest Capital Management$642M AUM | 1.46% | $9M | 65.8K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 1.45% | $5M | 33.9K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 1.44% | $3M | 21.4K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 1.43% | $37M | 257.8K | Q1 2026OLDER |
| Lauterbach Financial Advisors, LLC$205M AUM | 1.43% | $3M | 20.5K | Q1 2026OLDER |
| FIRST HAWAIIAN BANK$715M AUM | 1.43% | $10M | 71.6K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 1.42% | $4M | 26.8K | Q1 2026OLDER |
| Financial Architects, LLC$190M AUM | 1.38% | $3M | 18.4K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 1.37% | $6M | 40.3K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 1.37% | $2M | 11.6K | Q2 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 1.36% | $16M | 115.3K | Q1 2026OLDER |
| RFP Financial Group LLC$184M AUM | 1.34% | $3M | 25.3K | Q3 2025OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 1.33% | $2M | 16.3K | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 1.33% | $18M | 122.2K | Q4 2025OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 1.33% | $2M | 13.8K | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 1.33% | $4M | 25.9K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 1.30% | $9M | 62.0K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 1.29% | $4M | 25.5K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 1.29% | $4M | 31.5K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 1.28% | $25M | 172.9K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 1.28% | $7M | 51.4K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 1.28% | $3M | 21.8K | Q1 2026OLDER |
| Tenon Financial LLC$255M AUM | 1.26% | $3M | 22.5K | Q1 2026OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 1.26% | $2M | 9.5K | Q2 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 1.25% | $20M | 141.3K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 1.25% | $13M | 80.5K | Q2 2026 |
| Alta Wealth Advisors LLC$308M AUM | 1.25% | $4M | 27.0K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 1.24% | $1M | 9.3K | Q1 2026OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 1.24% | $2M | 14.9K | Q1 2026OLDER |
| KOM Wealth Management Group, LLC$147M AUM | 1.24% | $2M | 12.7K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 1.21% | $3M | 22.2K | Q1 2026OLDER |
| SFM, LLC$195M AUM | 1.20% | $2M | 14.3K | Q2 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 1.20% | $3M | 24.4K | Q1 2026OLDER |
| Strategic Equity Management$266M AUM | 1.20% | $3M | 22.3K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 1.19% | $7M | 43.1K | Q2 2026 |
| TKG Advisors, LLC$242M AUM | 1.19% | $3M | 20.2K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 1.18% | $3M | 20.1K | Q1 2026OLDER |
| Keystone Financial Group, Inc.$192M AUM | 1.18% | $2M | 15.9K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 1.18% | $5M | 34.0K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 1.17% | $11M | 76.9K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 1.16% | $3M | 19.6K | Q2 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 1.16% | $56M | 395.5K | Q1 2026OLDER |
| GSG Advisors LLC$385M AUM | 1.16% | $4M | 31.3K | Q1 2026OLDER |
| Oak Barrel Wealth Advisory LLC$167M AUM | 1.15% | $2M | 12.9K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 1.14% | $7M | 50.5K | Q1 2026OLDER |
| Helium Advisors LLC$105M AUM | 1.13% | $1M | 8.3K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 1.13% | $278M | 1.95M | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 1.12% | $3M | 22.1K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 1.11% | $12M | 80.8K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 1.11% | $4M | 29.0K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 1.09% | $15M | 101.6K | Q1 2026OLDER |
| DOLIVER ADVISORS, LP$440M AUM | 1.09% | $5M | 33.6K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 1.09% | $1M | 9.2K | Q4 2025OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 1.08% | $3M | 18.6K | Q3 2025OLDER |
| Regency Capital Management Inc.\DE$224M AUM | 1.07% | $2M | 16.8K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 1.07% | $11M | 65.5K | Q2 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 1.07% | $18M | 124.7K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 1.06% | $954M | 6.69M | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 1.06% | $19M | 132.3K | Q1 2026OLDER |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 1.05% | $2M | 12.9K | Q1 2026OLDER |
| Nearwater Capital Markets, Ltd$4.2B AUM | 1.04% | $44M | 310.0K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 1.04% | $1M | 9.2K | Q1 2026OLDER |
| Grange Capital, LLC$100M AUM | 1.02% | $1M | 7.2K | Q1 2026OLDER |
| Stephenson & Company, Inc.$184M AUM | 1.02% | $2M | 13.2K | Q1 2026OLDER |
| Truepoint, Inc.$4.5B AUM | 1.02% | $46M | 320.7K | Q1 2026OLDER |
| JDH Wealth Management, LLC$148M AUM | 1.02% | $2M | 10.6K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 1.01% | $7M | 48.0K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 1.00% | $3M | 18.6K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 1.00% | $24M | 165.9K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.98% | $5M | 35.8K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.97% | $3M | 24.0K | Q1 2026OLDER |
| Hudock, Inc.$680M AUM | 0.96% | $7M | 46.0K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.96% | $1M | 10.1K | Q1 2026OLDER |
| Buttonwood Financial Advisors Inc.$299M AUM | 0.96% | $3M | 20.1K | Q1 2026OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 0.94% | $1M | 9.9K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.92% | $143M | 1.00M | Q1 2026OLDER |
| Alliance Wealth Management Group$457M AUM | 0.92% | $4M | 29.6K | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 0.92% | $5M | 33.8K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.92% | $48M | 338.6K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.91% | $38M | 264.5K | Q1 2026OLDER |
| Salvus Wealth Management, LLC$172M AUM | 0.91% | $2M | 11.0K | Q4 2025OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.91% | $992,691 | 7.0K | Q1 2026OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 0.90% | $10M | 67.5K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 0.88% | $9M | 52.9K | Q2 2026 |
| Aspen Wealth Management LLC$501M AUM | 0.88% | $4M | 30.9K | Q1 2026OLDER |
| MA Private Wealth$591M AUM | 0.87% | $5M | 36.3K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.87% | $14M | 95.4K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.87% | $6M | 41.3K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.87% | $3M | 21.6K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 0.85% | $3M | 22.6K | Q1 2026OLDER |
| Sugar Maple Asset Management, LLC$165M AUM | 0.84% | $1M | 9.7K | Q1 2026OLDER |
| BBR PARTNERS, LLC$1.8B AUM | 0.83% | $15M | 105.0K | Q1 2026OLDER |
| Baring Financial LLC$182M AUM | 0.83% | $2M | 9.2K | Q2 2026 |
| Luminvest Wealth Management LLC$382M AUM | 0.82% | $3M | 21.9K | Q1 2026OLDER |
| Snider Financial Group$331M AUM | 0.82% | $3M | 19.1K | Q1 2026OLDER |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 0.81% | $4M | 26.8K | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 0.80% | $5M | 34.1K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.79% | $11M | 79.6K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.79% | $19M | 136.1K | Q2 2026 |
| Clarity Asset Management, Inc.$198M AUM | 0.78% | $2M | 10.8K | Q1 2026OLDER |
| Winter & Associates, Inc.$133M AUM | 0.78% | $1M | 6.3K | Q2 2026 |
| MN Wealth Advisors, LLC$206M AUM | 0.78% | $2M | 11.2K | Q1 2026OLDER |
| ATLas Financial Planning LLC$112M AUM | 0.77% | $861,702 | 6.0K | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.77% | $1M | 10.5K | Q1 2026OLDER |
| OFC FINANCIAL PLANNING, LLC$102M AUM | 0.77% | $780,380 | 5.5K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 0.77% | $2M | 12.3K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.77% | $2M | 14.1K | Q1 2026OLDER |
| Morling Financial Advisors, LLC$325M AUM | 0.76% | $2M | 17.4K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.75% | $5M | 37.8K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.75% | $1M | 9.6K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.75% | $12M | 83.4K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.75% | $244M | 1.71M | Q1 2026OLDER |
| JSF Financial, LLC$510M AUM | 0.74% | $4M | 26.6K | Q1 2026OLDER |
| Kelly Financial Services LLC$414M AUM | 0.74% | $3M | 21.4K | Q1 2026OLDER |
| WEALTH EFFECTS LLC$282M AUM | 0.73% | $2M | 14.5K | Q1 2026OLDER |
| Stonekeep Investments, LLC$154M AUM | 0.72% | $1M | 7.8K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 0.71% | $1M | 10.0K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.71% | $2M | 10.6K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 0.71% | $2M | 10.7K | Q2 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.70% | $11M | 76.1K | Q1 2026OLDER |
| Base Wealth Management LLC$179M AUM | 0.69% | $1M | 8.7K | Q1 2026OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 0.69% | $913,971 | 6.4K | Q1 2026OLDER |
| Rolek Wealth Management LLC$139M AUM | 0.68% | $953,493 | 6.7K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 0.68% | $724,120 | 4.9K | Q4 2025OLDER |
| Plancorp, LLC$3.5B AUM | 0.68% | $24M | 161.5K | Q1 2026OLDER |
| FORBES J M & CO LLP$1.2B AUM | 0.68% | $8M | 56.5K | Q1 2026OLDER |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 0.68% | $1M | 9.7K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.68% | $4M | 29.0K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.68% | $47M | 330.8K | Q1 2026OLDER |
| Cooke Wealth Management, LLC$113M AUM | 0.68% | $763,140 | 5.4K | Q1 2026OLDER |
| Legacy Financial Group LLC$795M AUM | 0.67% | $5M | 37.4K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 0.66% | $6M | 41.4K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.64% | $4M | 25.9K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.64% | $8M | 59.6K | Q1 2026OLDER |
| CORRADO ADVISORS, LLC$192M AUM | 0.64% | $1M | 8.6K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.64% | $5M | 32.4K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 0.63% | $11M | 75.4K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.63% | $9M | 60.5K | Q1 2026OLDER |
| Ervin Investment Management, LLC$171M AUM | 0.62% | $1M | 7.5K | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.62% | $4M | 29.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.62% | $72M | 507.6K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.61% | $3M | 19.4K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 0.61% | $9M | 51.9K | Q2 2026 |
| Diversified Portfolios, Inc.$1.2B AUM | 0.61% | $7M | 51.8K | Q1 2026OLDER |
| Parkwoods Wealth Partners, LLC$408M AUM | 0.60% | $2M | 17.3K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.60% | $6M | 41.4K | Q1 2026OLDER |
| Sylvest Advisors, LLC$188M AUM | 0.60% | $1M | 7.9K | Q1 2026OLDER |
| Bouvel Investment Partners, LLC$345M AUM | 0.60% | $2M | 14.4K | Q1 2026OLDER |
| TFO Wealth Partners, LLC$735M AUM | 0.59% | $4M | 30.4K | Q1 2026OLDER |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM | 0.59% | $3M | 19.1K | Q1 2026OLDER |
| PCA Investment Advisory Services Inc.$300M AUM | 0.59% | $2M | 11.3K | Q4 2025OLDER |
| TrustWell Financial Advisors, LLC$106M AUM | 0.58% | $621,422 | 4.4K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 0.58% | $1M | 8.6K | Q1 2026OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.58% | $7M | 49.1K | Q1 2026OLDER |
| Peak Financial Management, Inc.$394M AUM | 0.58% | $2M | 16.1K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 0.58% | $8M | 56.0K | Q1 2026OLDER |
| Northwest Bancshares, Inc.$502M AUM | 0.58% | $3M | 20.5K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.58% | $1M | 9.8K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.58% | $7M | 52.1K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.57% | $2M | 13.5K | Q1 2026OLDER |
| Pacific Park Financial, Inc.$153M AUM | 0.57% | $876,514 | 6.2K | Q1 2026OLDER |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 0.57% | $723,776 | 5.1K | Q1 2026OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 0.57% | $1M | 8.8K | Q2 2026 |
| Wealth Group Ltd$439M AUM | 0.57% | $2M | 17.5K | Q1 2026OLDER |
| APS Management Group, Inc.$117M AUM | 0.56% | $652,045 | 4.6K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.55% | $5M | 36.2K | Q1 2026OLDER |
| Nabity-Jensen Investment Management Inc$144M AUM | 0.55% | $792,765 | 5.6K | Q1 2026OLDER |
| Serenus Wealth Advisors, LLC$501M AUM | 0.55% | $3M | 19.3K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.55% | $2M | 10.6K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.55% | $12M | 87.2K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.54% | $30M | 208.9K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.54% | $10M | 70.8K | Q1 2026OLDER |
| Elevated Financial Group LLC$308M AUM | 0.54% | $2M | 11.6K | Q1 2026OLDER |
| Carrera Capital Advisors$649M AUM | 0.54% | $3M | 24.5K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.54% | $8M | 59.0K | Q1 2026OLDER |
| Rather & Kittrell, Inc.$648M AUM | 0.53% | $3M | 24.2K | Q1 2026OLDER |
| William Howard & Co Financial Advisors Inc$129M AUM | 0.53% | $679,889 | 4.1K | Q2 2026 |
| Archer Investment Corp$469M AUM | 0.53% | $2M | 17.4K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.52% | $4M | 30.6K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.52% | $2M | 15.5K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.52% | $569,720 | 4.0K | Q1 2026OLDER |
| Broad Run Investment Management, LLC$568M AUM | 0.52% | $3M | 18.7K | Q4 2025OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 0.51% | $576,129 | 4.0K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.51% | $1.6B | 10.65M | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.51% | $891,355 | 6.3K | Q1 2026OLDER |
| Wilkins Miller Wealth Management, LLC$165M AUM | 0.51% | $844,646 | 5.9K | Q1 2026OLDER |
| Eagle Bluffs Wealth Management LLC$257M AUM | 0.51% | $1M | 9.2K | Q1 2026OLDER |
| Petros Family Wealth, LLC$140M AUM | 0.51% | $714,594 | 5.0K | Q1 2026OLDER |
| Downshift Financial, LLC$193M AUM | 0.51% | $977,904 | 6.3K | Q1 2026OLDER |
| Bawa N Mallick Trust$244M AUM | 0.50% | $1M | 8.6K | Q1 2026OLDER |
| LAWOOD & CO$108M AUM | 0.50% | $540,522 | 3.8K | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 0.50% | $2M | 12.8K | Q4 2025OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.50% | $3M | 22.6K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.50% | $552,394 | 3.9K | Q1 2026OLDER |
| Mallini Complete Financial Planning LLC$140M AUM | 0.49% | $682,870 | 4.2K | Q2 2026 |
| Clear Point Advisors Inc.$129M AUM | 0.49% | $625,844 | 4.2K | Q4 2025OLDER |
| Great Point Wealth Advisors, LLC$542M AUM | 0.48% | $3M | 18.4K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.48% | $12M | 84.2K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 0.48% | $2M | 10.4K | Q2 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.48% | $6M | 34.9K | Q2 2026 |
| Solstein Capital, LLC$244M AUM | 0.48% | $1M | 8.2K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.48% | $2M | 15.9K | Q1 2026OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 0.48% | $803,589 | 5.6K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.48% | $10M | 71.7K | Q1 2026OLDER |
| MKD WEALTH COACHES, LLC$102M AUM | 0.48% | $483,407 | 3.4K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.47% | $7M | 44.6K | Q2 2026 |
| Aft, Forsyth & Sober, LLC$328M AUM | 0.47% | $2M | 10.9K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.47% | $776,377 | 5.5K | Q1 2026OLDER |
| COOPER/HAIMS ADVISORS, LLC$212M AUM | 0.47% | $997,865 | 7.0K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.47% | $2M | 14.6K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.47% | $2M | 13.0K | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 0.47% | $3M | 21.7K | Q1 2026OLDER |
| Whitcomb & Hess, Inc.$463M AUM | 0.46% | $2M | 13.1K | Q2 2026 |
| EJMK Ventures LLC$179M AUM | 0.46% | $827,091 | 5.8K | Q1 2026OLDER |
| Inman Jager Wealth Management, LLC$171M AUM | 0.46% | $780,659 | 5.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.45% | $34M | 239.3K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.45% | $8M | 58.8K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.45% | $4M | 25.7K | Q1 2026OLDER |
| RW Investment Management LLC$1.0B AUM | 0.45% | $5M | 32.5K | Q1 2026OLDER |
| Farnam Financial LLC$122M AUM | 0.45% | $544,510 | 3.8K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.45% | $5M | 35.0K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 0.44% | $825,810 | 5.8K | Q1 2026OLDER |
| Townsend Financial Planning, LLC$103M AUM | 0.44% | $452,500 | 3.2K | Q1 2026OLDER |
| Allen Investment Management, LLC$8.1B AUM | 0.43% | $35M | 245.6K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.43% | $31M | 221.1K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.43% | $3M | 21.1K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.43% | $3M | 21.9K | Q1 2026OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.43% | $7M | 49.1K | Q1 2026OLDER |
| Foundry Financial LLC$236M AUM | 0.43% | $1M | 7.1K | Q1 2026OLDER |
| 71 West Capital Partners$2.3B AUM | 0.43% | $10M | 68.0K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.42% | $22M | 145.5K | Q1 2026OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.42% | $5M | 31.0K | Q1 2026OLDER |
| NWK Group, Inc.$261M AUM | 0.42% | $1M | 7.7K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.42% | $2M | 12.0K | Q2 2026 |
| Altiora Financial Group, LLC$607M AUM | 0.42% | $3M | 17.9K | Q1 2026OLDER |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 0.42% | $867,501 | 6.1K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 0.42% | $760,888 | 5.4K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.42% | $5M | 36.8K | Q3 2025OLDER |
| Weaver Consulting Group$420M AUM | 0.42% | $2M | 12.3K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 0.42% | $2M | 12.9K | Q1 2026OLDER |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$134M AUM | 0.41% | $587,901 | 3.9K | Q4 2025OLDER |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.41% | $1M | 9.7K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.41% | $2M | 11.3K | Q2 2026 |
| PIONEER TRUST BANK N A/OR$412M AUM | 0.41% | $2M | 11.8K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.40% | $3M | 22.4K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.40% | $12M | 82.7K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.40% | $3M | 19.8K | Q1 2026OLDER |
| VERITY Wealth Advisors$150M AUM | 0.40% | $593,221 | 4.2K | Q1 2026OLDER |
| Tempo Wealth, LLC$573M AUM | 0.40% | $2M | 15.9K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.40% | $695,058 | 4.9K | Q1 2026OLDER |
| Integras Partners LLC$152M AUM | 0.39% | $599,457 | 4.2K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.39% | $33M | 232.5K | Q1 2026OLDER |
| Norris Financial Group, LLC$108M AUM | 0.39% | $425,309 | 5.9K | Q2 2026 |
| WJ Wealth Management, LLC$214M AUM | 0.39% | $827,184 | 5.8K | Q1 2026OLDER |
| Seaside Wealth Management, Inc.$356M AUM | 0.38% | $1M | 9.6K | Q1 2026OLDER |
| Powerhouse Assets LLC$115M AUM | 0.38% | $442,021 | 3.1K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.38% | $6M | 42.3K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.38% | $2M | 14.7K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.38% | $7M | 51.7K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.38% | $216M | 1.52M | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.37% | $266M | 1.86M | Q1 2026OLDER |
| Canandaigua National Trust Co of Florida$125M AUM | 0.37% | $598,923 | 4.0K | Q4 2025OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.37% | $2M | 11.6K | Q1 2026OLDER |
| Sound Stewardship, LLC$218M AUM | 0.37% | $813,917 | 5.7K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.37% | $29M | 205.0K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.37% | $5M | 34.6K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.37% | $1M | 7.8K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.37% | $533,318 | 3.7K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.37% | $3M | 18.6K | Q1 2026OLDER |
| Genesis Wealth Advisors, LLC$150M AUM | 0.36% | $546,789 | 3.8K | Q1 2026OLDER |
| GEN Financial Management, INC.$162M AUM | 0.36% | $589,233 | 4.1K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.36% | $20M | 140.4K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 0.36% | $755,524 | 5.3K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.36% | $6M | 40.9K | Q2 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.36% | $2M | 15.1K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.36% | $5M | 36.3K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.36% | $901,297 | 6.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.36% | $17M | 120.2K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 0.35% | $656,603 | 4.6K | Q1 2026OLDER |
| Sharp Wealth Advisory, LLC$203M AUM | 0.35% | $715,711 | 5.0K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.35% | $3M | 19.3K | Q3 2025OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.35% | $2M | 12.6K | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 0.35% | $460,501 | 3.2K | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 0.35% | $234,025 | 1.6K | Q4 2025OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.35% | $15M | 106.9K | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 0.35% | $671,163 | 4.7K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.34% | $1M | 7.7K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.34% | $56M | 390.5K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 0.34% | $1M | 7.4K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.34% | $12M | 85.6K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.