ISHARES TR
CUSIP 464287176
Ishares Tr has 1,008 institutional holders in Filings Flow’s 13F database, together reporting 84.64M shares worth $9.2B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, FMR LLC, and Morgan Stanley.
Institutional Holders
1,008
Q1 2026
Reported Value
$9.2B
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 |
|---|---|---|---|---|
| MARTIN & CO INC /TN/$587M AUM | 12.29% | $72M | 654.2K | Q1 2026OLDER |
| Dai-ichi Life Holdings, Inc.$104M AUM | 10.74% | $11M | 100.1K | Q3 2025OLDER |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 10.38% | $22M | 277.6K | Q1 2026OLDER |
| MUSTICO FINANCIAL GROUP, INC.$143M AUM | 8.03% | $11M | 90.8K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 6.89% | $21M | 227.8K | Q3 2025OLDER |
| Ted Buchan & Co$275M AUM | 5.90% | $16M | 147.1K | Q1 2026OLDER |
| Wealth Forward, LLC$177M AUM | 5.80% | $10M | 93.1K | Q1 2026OLDER |
| TME FINANCIAL, INC.$144M AUM | 5.79% | $8M | 75.7K | Q1 2026OLDER |
| Independence Financial Advisors, LLC$386M AUM | 5.45% | $21M | 192.1K | Q2 2026 |
| Perissos Private Wealth Management, LLC$115M AUM | 5.27% | $6M | 55.1K | Q1 2026OLDER |
| Ameraudi Asset Management, Inc.$184M AUM | 5.21% | $10M | 86.8K | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 4.79% | $37M | 333.1K | Q1 2026OLDER |
| Cypress Capital, LLC$370M AUM | 4.77% | $18M | 161.4K | Q2 2026 |
| Axos Invest Inc.$132M AUM | 4.42% | $6M | 53.0K | Q1 2026OLDER |
| Rock Creek Group LLC$988M AUM | 4.24% | $42M | 379.9K | Q1 2026OLDER |
| Fischer Financial Services, Inc.$297M AUM | 4.11% | $12M | 110.8K | Q1 2026OLDER |
| Horizons Wealth Management$152M AUM | 4.11% | $6M | 56.8K | Q1 2026OLDER |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO$245M AUM | 4.05% | $10M | 89.9K | Q1 2026OLDER |
| DORVAL Corp$322M AUM | 3.97% | $13M | 116.0K | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 3.93% | $4M | 39.2K | Q1 2026OLDER |
| SUMITOMO LIFE INSURANCE CO$4.3B AUM | 3.93% | $167M | 1.51M | Q1 2026OLDER |
| One Wealth Map LLC$213M AUM | 3.79% | $8M | 72.4K | Q1 2026OLDER |
| Brightwater Advisory LLC$151M AUM | 3.76% | $6M | 51.5K | Q1 2026OLDER |
| Hillcrest Wealth Advisors - NY, LLC$247M AUM | 3.72% | $9M | 83.2K | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 3.54% | $4M | 38.5K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 3.48% | $81M | 736.2K | Q1 2026OLDER |
| Slocum, Gordon & Co LLP$147M AUM | 3.27% | $5M | 43.6K | Q1 2026OLDER |
| STERLING INVESTMENT ADVISORS LLC /ADV$223M AUM | 3.24% | $7M | 65.9K | Q2 2026 |
| Verger Capital Management LLC$339M AUM | 3.23% | $11M | 99.2K | Q1 2026OLDER |
| West Financial Advisors, LLC$659M AUM | 3.18% | $21M | 191.3K | Q2 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 3.16% | $44M | 394.2K | Q1 2026OLDER |
| Sound Stewardship, LLC$218M AUM | 2.96% | $6M | 58.5K | Q1 2026OLDER |
| Shilanski & Associates, Inc.$376M AUM | 2.78% | $10M | 94.2K | Q3 2025OLDER |
| CHESAPEAKE CAPITAL CORP /IL/$139M AUM | 2.78% | $4M | 34.9K | Q1 2026OLDER |
| CIM, LLC$692M AUM | 2.72% | $19M | 170.5K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 2.65% | $13M | 115.6K | Q1 2026OLDER |
| TANDEMGROWTH FINANCIAL ADVISORS LLC$106M AUM | 2.60% | $3M | 25.0K | Q1 2026OLDER |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 2.56% | $4M | 35.9K | Q1 2026OLDER |
| Marino Management, LLC$547M AUM | 2.54% | $14M | 126.2K | Q1 2026OLDER |
| SSA SWISS ADVISORS AG$215M AUM | 2.50% | $5M | 48.9K | Q4 2025OLDER |
| MERIDIAN MANAGEMENT CO$402M AUM | 2.49% | $10M | 90.7K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 2.45% | $34M | 309.8K | Q2 2026 |
| MRWM Advisors, LLC$184M AUM | 2.41% | $4M | 40.3K | Q1 2026OLDER |
| Stephenson & Company, Inc.$184M AUM | 2.40% | $4M | 40.1K | Q1 2026OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 2.37% | $63M | 569.2K | Q1 2026OLDER |
| NAPA WEALTH MANAGEMENT$213M AUM | 2.36% | $5M | 45.3K | Q3 2025OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 2.08% | $2M | 19.7K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 2.07% | $115M | 1.04M | Q1 2026OLDER |
| Townsend Financial Planning, LLC$103M AUM | 2.06% | $2M | 19.3K | Q1 2026OLDER |
| Rubicon Advisors, GP$115M AUM | 1.92% | $2M | 20.0K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 1.91% | $15M | 139.5K | Q3 2025OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 1.90% | $15M | 140.2K | Q1 2026OLDER |
| Golden Bell Financial Planning LLC$125M AUM | 1.87% | $2M | 21.2K | Q1 2026OLDER |
| Yanni & Associates Investment Advisors, LLC$108M AUM | 1.86% | $2M | 16.9K | Q4 2025OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 1.84% | $25M | 228.1K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 1.73% | $20M | 180.0K | Q1 2026OLDER |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM | 1.73% | $8M | 72.5K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 1.66% | $7M | 63.0K | Q1 2026OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 1.65% | $12M | 106.6K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 1.62% | $6M | 58.0K | Q3 2025OLDER |
| Valpey Financial Services, LLC$154M AUM | 1.61% | $2M | 22.5K | Q1 2026OLDER |
| Passaic Partners LLC$1.1B AUM | 1.61% | $17M | 155.6K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 1.60% | $4M | 36.8K | Q1 2026OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 1.59% | $33M | 298.6K | Q1 2026OLDER |
| Lifetime Wealth Management P.C.$176M AUM | 1.58% | $3M | 25.2K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 1.56% | $15M | 137.5K | Q1 2026OLDER |
| Calder Financial LLC$106M AUM | 1.53% | $2M | 14.8K | Q2 2026 |
| Pacific Life Fund Advisors LLC$871M AUM | 1.52% | $13M | 120.2K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 1.52% | $3M | 23.2K | Q1 2026OLDER |
| Frontier Asset Management, LLC$477M AUM | 1.52% | $7M | 65.6K | Q1 2026OLDER |
| Parkway Wealth Management Group, LLC$791M AUM | 1.51% | $12M | 107.8K | Q1 2026OLDER |
| BlueSky Wealth Advisors, LLC$777M AUM | 1.48% | $12M | 104.4K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 1.45% | $13M | 114.4K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 1.43% | $2M | 15.7K | Q4 2025OLDER |
| Stelac Advisory Services LLC$494M AUM | 1.40% | $7M | 62.5K | Q1 2026OLDER |
| Split Rock Private Trading & Wealth Management, LLC$129M AUM | 1.39% | $2M | 16.2K | Q1 2026OLDER |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 1.38% | $2M | 15.9K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 1.38% | $52M | 473.8K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 1.37% | $11M | 100.8K | Q1 2026OLDER |
| SCRATCH CAPITAL LLC$175M AUM | 1.37% | $2M | 21.6K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 1.34% | $10M | 88.5K | Q2 2026 |
| Asset Management Group, Inc.$619M AUM | 1.34% | $8M | 74.9K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 1.31% | $48M | 434.1K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$336M AUM | 1.26% | $4M | 38.5K | Q2 2026 |
| Global Endowment Management, LP$896M AUM | 1.24% | $11M | 100.5K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 1.24% | $11M | 95.8K | Q3 2025OLDER |
| Cordant, Inc.$246M AUM | 1.22% | $3M | 27.3K | Q1 2026OLDER |
| Archvest Wealth Advisors, Inc.$155M AUM | 1.21% | $2M | 17.0K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 1.20% | $10M | 86.7K | Q1 2026OLDER |
| CAMDEN NATIONAL BANK$739M AUM | 1.20% | $9M | 80.1K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 1.19% | $7M | 62.2K | Q1 2026OLDER |
| William Howard & Co Financial Advisors Inc$129M AUM | 1.15% | $1M | 13.5K | Q2 2026 |
| Milestones Private Investment Advisors LLC$114M AUM | 1.14% | $1M | 11.8K | Q1 2026OLDER |
| Climber Capital SA$153M AUM | 1.14% | $2M | 15.8K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 1.14% | $2M | 16.5K | Q4 2025OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 1.13% | $3M | 29.8K | Q1 2026OLDER |
| Curbstone Financial Management Corp$523M AUM | 1.13% | $6M | 53.3K | Q1 2026OLDER |
| Slow Capital, Inc.$770M AUM | 1.10% | $8M | 77.0K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 1.07% | $5M | 47.7K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 1.06% | $3M | 27.1K | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 1.06% | $9M | 77.5K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 1.05% | $3M | 25.3K | Q1 2026OLDER |
| Fortune Financial Advisors, LLC$196M AUM | 1.02% | $2M | 18.2K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 1.00% | $5M | 45.3K | Q2 2026 |
| Forthright Family Wealth Advisory LLC$177M AUM | 0.98% | $1M | 13.6K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.98% | $2M | 16.5K | Q1 2026OLDER |
| McCartney Wealth Management LLC$119M AUM | 0.97% | $1M | 10.4K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 0.97% | $14M | 130.5K | Q1 2026OLDER |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 0.96% | $3M | 22.5K | Q3 2025OLDER |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 0.94% | $984,411 | 8.9K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 0.94% | $4M | 38.1K | Q1 2026OLDER |
| Insight Wealth Partners, LLC$713M AUM | 0.94% | $7M | 60.6K | Q1 2026OLDER |
| Rather & Kittrell, Inc.$648M AUM | 0.93% | $6M | 54.7K | Q1 2026OLDER |
| Town Capital LLC$124M AUM | 0.92% | $1M | 10.3K | Q2 2026 |
| Sequent Planning LLC$414M AUM | 0.91% | $4M | 34.0K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.86% | $2M | 18.9K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.84% | $12M | 109.6K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 0.83% | $932,426 | 8.4K | Q1 2026OLDER |
| Bank of Marin$137M AUM | 0.82% | $1M | 10.2K | Q1 2026OLDER |
| SPRING CAPITAL MANAGEMENT, LLC$198M AUM | 0.82% | $2M | 14.7K | Q1 2026OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 0.80% | $2M | 19.8K | Q1 2026OLDER |
| Darden Wealth Group Inc$196M AUM | 0.80% | $2M | 14.2K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 0.79% | $2M | 22.5K | Q4 2025OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.76% | $2M | 15.2K | Q3 2025OLDER |
| Independent Family Office, LLC$243M AUM | 0.75% | $2M | 16.5K | Q1 2026OLDER |
| Kelsey Financial, LLC$114M AUM | 0.74% | $850,765 | 7.7K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.74% | $2M | 14.7K | Q1 2026OLDER |
| Addison Capital Co$562M AUM | 0.74% | $4M | 37.5K | Q1 2026OLDER |
| Cedrus Wealth Group LLC$108M AUM | 0.73% | $794,649 | 7.2K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.72% | $8M | 72.3K | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 0.70% | $2M | 16.1K | Q1 2026OLDER |
| Capstone Wealth Management Group LLC$163M AUM | 0.66% | $1M | 9.7K | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 0.65% | $1M | 11.4K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.64% | $5M | 49.6K | Q1 2026OLDER |
| Note Advisors, LLC$200M AUM | 0.63% | $1M | 11.4K | Q1 2026OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.63% | $11M | 98.8K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.62% | $129M | 1.17M | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.62% | $1M | 10.2K | Q1 2026OLDER |
| EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM | 0.62% | $8M | 73.1K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 0.62% | $440,347 | 3.5K | Q1 2026OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 0.61% | $6M | 55.8K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.61% | $3M | 25.7K | Q1 2026OLDER |
| Family Legacy Financial Solutions, LLC$164M AUM | 0.60% | $784 | 7.1K | Q4 2025OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.60% | $6M | 55.3K | Q1 2026OLDER |
| CWC Advisors, LLC.$210M AUM | 0.60% | $1M | 11.4K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.59% | $3M | 24.1K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 0.59% | $3M | 26.1K | Q2 2026 |
| Sidoxia Capital Management, LLC$116M AUM | 0.59% | $685,216 | 6.2K | Q1 2026OLDER |
| Peak Financial Management, Inc.$394M AUM | 0.59% | $2M | 21.0K | Q1 2026OLDER |
| TrustWell Financial Advisors, LLC$106M AUM | 0.57% | $608,646 | 5.5K | Q1 2026OLDER |
| Cauble & Harre Wealth Management, Inc.$126M AUM | 0.57% | $717,099 | 6.5K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.56% | $1M | 9.3K | Q1 2026OLDER |
| Arta Finance Wealth Management LLC$202M AUM | 0.56% | $1M | 10.2K | Q1 2026OLDER |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 0.55% | $8M | 75.8K | Q1 2026OLDER |
| PURE PORTFOLIOS HOLDINGS LLC$332M AUM | 0.54% | $2M | 16.2K | Q4 2025OLDER |
| Estate Counselors, LLC$1.1B AUM | 0.54% | $6M | 54.6K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.52% | $4M | 32.8K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.50% | $504,225 | 4.6K | Q1 2026OLDER |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 0.50% | $764,415 | 6.9K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.50% | $23M | 209.4K | Q1 2026OLDER |
| Gambit Capital Management, LLC$145M AUM | 0.49% | $712,043 | 6.5K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.49% | $3M | 30.6K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 0.48% | $2M | 16.6K | Q1 2026OLDER |
| J2 Capital Management Inc$146M AUM | 0.48% | $698,689 | 6.3K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.48% | $545,565 | 4.9K | Q1 2026OLDER |
| SIH Partners, LLLP$7.6B AUM | 0.47% | $17M | 149.7K | Q3 2025OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 0.47% | $2M | 20.1K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 0.47% | $2M | 14.3K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.47% | $54M | 485.2K | Q1 2026OLDER |
| Veratis Advisors, Inc.$126M AUM | 0.47% | $587,760 | 5.3K | Q4 2025OLDER |
| CPA Asset Management Group, LLC$347M AUM | 0.46% | $2M | 14.7K | Q2 2026 |
| My Personal CFO, LLC$228M AUM | 0.46% | $1M | 10.6K | Q3 2025OLDER |
| Farrell Financial LLC$167M AUM | 0.46% | $767,003 | 7.0K | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 0.45% | $596,758 | 5.4K | Q1 2026OLDER |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 0.45% | $28M | 255.7K | Q2 2026 |
| Prosperity Planning, Inc.$395M AUM | 0.44% | $2M | 15.7K | Q1 2026OLDER |
| UNITED SERVICES AUTOMOBILE ASSOCIATION$851M AUM | 0.43% | $4M | 33.5K | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.43% | $668,581 | 6.1K | Q1 2026OLDER |
| First Growth Capital LLC$111M AUM | 0.43% | $476,172 | 4.3K | Q1 2026OLDER |
| Fox Hill Wealth Management$208M AUM | 0.43% | $887,838 | 8.0K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.42% | $808,056 | 7.3K | Q1 2026OLDER |
| Winter & Associates, Inc.$133M AUM | 0.42% | $482,802 | 4.4K | Q1 2026OLDER |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.42% | $2M | 18.4K | Q1 2026OLDER |
| MARSHALL FINANCIAL GROUP INC /ADV$364M AUM | 0.42% | $2M | 13.6K | Q3 2025OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.40% | $1M | 10.4K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.40% | $2M | 14.1K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.40% | $466,107 | 4.2K | Q1 2026OLDER |
| Gibraltar Capital Management, Inc.$581M AUM | 0.40% | $2M | 21.0K | Q1 2026OLDER |
| Shade Tree Advisors LLC$140M AUM | 0.40% | $555,773 | 5.0K | Q1 2026OLDER |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 0.40% | $497,172 | 4.5K | Q1 2026OLDER |
| ATLas Financial Planning LLC$112M AUM | 0.39% | $439,895 | 4.0K | Q1 2026OLDER |
| Charles Schwab Trust Co$1.8B AUM | 0.39% | $7M | 64.6K | Q2 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.39% | $3M | 23.2K | Q1 2026OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 0.39% | $2M | 14.4K | Q3 2025OLDER |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 0.39% | $913,718 | 8.3K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.39% | $7M | 59.1K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.39% | $4M | 35.8K | Q1 2026OLDER |
| Chemistry Wealth Management LLC$625M AUM | 0.39% | $2M | 22.3K | Q2 2026 |
| Dorsey Wright & Associates$807M AUM | 0.39% | $3M | 28.5K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.39% | $666,243 | 6.0K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.39% | $9M | 85.4K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.38% | $10M | 91.7K | Q3 2025OLDER |
| Oder Investment Management, LLC$130M AUM | 0.38% | $495,801 | 4.5K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 0.37% | $7M | 60.8K | Q3 2025OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.37% | $4M | 37.3K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 0.37% | $2M | 15.0K | Q1 2026OLDER |
| Clearview Wealth Management LLC$141M AUM | 0.37% | $516,706 | 4.7K | Q1 2026OLDER |
| NorthLanding Financial Partners, LLC$124M AUM | 0.36% | $452,563 | 4.1K | Q1 2026OLDER |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.36% | $1M | 11.0K | Q2 2026 |
| DMC Group, LLC$148M AUM | 0.36% | $531,052 | 4.8K | Q1 2026OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.35% | $6M | 58.4K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.35% | $1M | 9.7K | Q1 2026OLDER |
| SELDON CAPITAL LP$272M AUM | 0.35% | $939,715 | 8.5K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.35% | $30M | 270.5K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.34% | $15M | 134.1K | Q1 2026OLDER |
| Charter Capital Management, LLC\DE$200M AUM | 0.34% | $678,473 | 6.1K | Q1 2026OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.34% | $18M | 161.6K | Q1 2026OLDER |
| Alpha Financial Partners LLC$169M AUM | 0.33% | $550,211 | 5.0K | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 0.33% | $884,425 | 8.0K | Q1 2026OLDER |
| SYNTAX RESEARCH, INC.$157M AUM | 0.33% | $511,264 | 4.6K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 0.32% | $514,632 | 4.7K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.32% | $1M | 13.1K | Q1 2026OLDER |
| Financial Architects, LLC$190M AUM | 0.32% | $599,010 | 5.5K | Q4 2025OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.32% | $609,374 | 5.5K | Q4 2025OLDER |
| Arcataur Capital Management LLC$359M AUM | 0.32% | $1M | 10.4K | Q1 2026OLDER |
| COREPATH WEALTH PARTNERS LLC$160M AUM | 0.32% | $507,187 | 4.7K | Q2 2026 |
| WFA of San Diego, LLC$125M AUM | 0.32% | $393,323 | 3.6K | Q1 2026OLDER |
| Upper Left Wealth Management, LLC$169M AUM | 0.31% | $530,942 | 4.8K | Q1 2026OLDER |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 0.31% | $428,721 | 3.9K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.31% | $2M | 16.8K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.31% | $12M | 107.5K | Q2 2026 |
| KG Capital Management$139M AUM | 0.31% | $431,287 | 3.9K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.31% | $1M | 9.5K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.30% | $2M | 15.8K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.30% | $3M | 31.5K | Q1 2026OLDER |
| Summa Corp.$242M AUM | 0.29% | $709,615 | 6.4K | Q1 2026OLDER |
| Alan B Lancz & Associates, Inc.$103M AUM | 0.29% | $300,731 | 2.7K | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 0.29% | $298,082 | 2.7K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.29% | $3M | 23.5K | Q1 2026OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.29% | $2M | 15.7K | Q3 2025OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 0.29% | $715,905 | 6.5K | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 0.28% | $2M | 15.6K | Q1 2026OLDER |
| SHAYNE & JACOBS, LLC$337M AUM | 0.28% | $945,475 | 8.6K | Q2 2026 |
| BOS Asset Management, LLC$392M AUM | 0.28% | $1M | 9.9K | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 0.28% | $375,320 | 3.4K | Q1 2026OLDER |
| TILIA FIDUCIARY PARTNERS, INC.$182M AUM | 0.28% | $502,218 | 4.6K | Q1 2026OLDER |
| Envision Financial LLC$186M AUM | 0.27% | $496,620 | 4.5K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.26% | $672,644 | 6.1K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.26% | $1M | 12.3K | Q4 2025OLDER |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM | 0.26% | $504,345 | 4.6K | Q1 2026OLDER |
| New Covenant Trust Company, N.A.$112M AUM | 0.26% | $281,164 | 2.5K | Q3 2025OLDER |
| Avos Capital Management, LLC$253M AUM | 0.26% | $659,401 | 6.0K | Q1 2026OLDER |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.26% | $40M | 365.0K | Q1 2026OLDER |
| Hegarty Advisors, LLC$127M AUM | 0.26% | $324,336 | 2.9K | Q1 2026OLDER |
| Mine & Arao Wealth Creation & Management, LLC.$238M AUM | 0.25% | $601,922 | 5.5K | Q1 2026OLDER |
| EQ WEALTH ADVISORS, LLC$171M AUM | 0.25% | $429,852 | 3.9K | Q1 2026OLDER |
| May Barnhard Investments LLC$206M AUM | 0.25% | $509,861 | 4.6K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.25% | $67M | 609.0K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.24% | $398,620 | 3.6K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.24% | $524,594 | 4.8K | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.24% | $119M | 1.08M | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.24% | $507,130 | 4.6K | Q1 2026OLDER |
| Planned Solutions, Inc.$306M AUM | 0.24% | $740,185 | 6.7K | Q1 2026OLDER |
| WealthSpring Partners, LLC$109M AUM | 0.24% | $262,361 | 2.4K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.24% | $3M | 26.2K | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 0.24% | $2M | 21.7K | Q1 2026OLDER |
| JMN Financial LLC$102M AUM | 0.24% | $242,792 | 2.2K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.24% | $1M | 9.1K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.24% | $328,662 | 3.0K | Q2 2026 |
| Ascent Wealth Partners, LLC$860M AUM | 0.24% | $2M | 18.4K | Q1 2026OLDER |
| Norris Financial Group, LLC$108M AUM | 0.23% | $315,382 | 2.5K | Q1 2026OLDER |
| Orcam Financial Group$141M AUM | 0.23% | $285,094 | 2.6K | Q3 2025OLDER |
| Hirtle & Co., LLC$2.9B AUM | 0.23% | $7M | 60.7K | Q1 2026OLDER |
| PRENTISS SMITH & CO INC$172M AUM | 0.23% | $393,985 | 3.6K | Q1 2026OLDER |
| Cannon Financial Strategists, Inc.$761M AUM | 0.23% | $2M | 15.7K | Q1 2026OLDER |
| Nautilus Advisors LLC$146M AUM | 0.23% | $331,080 | 3.0K | Q1 2026OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 0.23% | $2M | 15.9K | Q1 2026OLDER |
| FSA Investment Group, LLC$248M AUM | 0.22% | $557,722 | 5.1K | Q1 2026OLDER |
| Smith Thornton Advisors LLC$199M AUM | 0.22% | $445,303 | 4.0K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.22% | $40M | 365.5K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 0.22% | $337,150 | 3.1K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.22% | $2M | 17.4K | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.22% | $2M | 15.3K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.22% | $3M | 27.3K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.22% | $4M | 32.4K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.22% | $3M | 30.1K | Q1 2026OLDER |
| Forefront Analytics, LLC$110M AUM | 0.22% | $245,000 | 2.2K | Q4 2025OLDER |
| Successful Portfolios LLC$181M AUM | 0.21% | $389,674 | 3.5K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.21% | $15M | 135.2K | Q1 2026OLDER |
| VAN STRUM & TOWNE INC.$343M AUM | 0.21% | $712,364 | 6.4K | Q3 2025OLDER |
| North Forty Two & Co.$108M AUM | 0.21% | $226,054 | 2.0K | Q1 2026OLDER |
| Red Wave Investments LLC$335M AUM | 0.21% | $698,027 | 6.3K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.21% | $2M | 15.2K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.21% | $219,820 | 2.0K | Q4 2025OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.21% | $3M | 26.4K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.20% | $3M | 28.2K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.20% | $255,263 | 2.3K | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.20% | $796,799 | 7.2K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.20% | $3M | 25.7K | Q1 2026OLDER |
| OFC FINANCIAL PLANNING, LLC$102M AUM | 0.20% | $203,062 | 1.8K | Q1 2026OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.20% | $779,914 | 7.1K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.20% | $300,289 | 2.7K | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.20% | $1M | 10.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.20% | $2.7B | 24.33M | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 0.20% | $728,843 | 6.7K | Q2 2026 |
| Gibbs Wealth Management$762M AUM | 0.19% | $806,291 | 7.3K | Q3 2025OLDER |
| Indivisible Partners$1.1B AUM | 0.19% | $2M | 19.8K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.19% | $447,634 | 4.1K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.19% | $3M | 25.8K | Q3 2025OLDER |
| NWAM LLC$1.7B AUM | 0.19% | $3M | 30.3K | Q1 2026OLDER |
| WJ Financial Advisors LLC$124M AUM | 0.19% | $238,047 | 2.2K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.19% | $231,756 | 2.1K | Q1 2026OLDER |
| DKM Wealth Management, Inc.$139M AUM | 0.19% | $266,146 | 2.4K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.19% | $305,673 | 2.8K | Q1 2026OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.18% | $2M | 14.1K | Q1 2026OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.18% | $1M | 10.7K | Q1 2026OLDER |
| Capital Wealth Alliance, LLC$221M AUM | 0.18% | $403,713 | 3.7K | Q1 2026OLDER |
| Turim 21 Investimentos Ltda.$399M AUM | 0.18% | $725,065 | 6.6K | Q1 2026OLDER |
| Parker Financial LLC$250M AUM | 0.18% | $452,695 | 4.1K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.18% | $16M | 144.6K | Q1 2026OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.18% | $717,340 | 6.5K | Q1 2026OLDER |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 0.18% | $222,155 | 2.0K | Q1 2026OLDER |
| COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM | 0.17% | $247,758 | 2.2K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.17% | $783,556 | 7.1K | Q1 2026OLDER |
| Compass Planning Associates Inc$156M AUM | 0.17% | $272,556 | 2.5K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.17% | $165M | 1.49M | Q1 2026OLDER |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 0.17% | $2M | 21.4K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.17% | $1M | 13.3K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.17% | $11M | 101.4K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.17% | $1M | 9.9K | Q2 2026 |
| BCS Private Wealth Management, Inc.$329M AUM | 0.17% | $559,525 | 5.1K | Q1 2026OLDER |
| Horizon Advisory Services, Inc.$195M AUM | 0.17% | $332,478 | 3.0K | Q4 2025OLDER |
| Prudent Man Advisors, LLC$334M AUM | 0.17% | $461,292 | 4.2K | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.17% | $6M | 51.4K | Q2 2026 |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 0.17% | $424,444 | 3.8K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.17% | $2M | 21.5K | Q1 2026OLDER |
| Finward Bancorp$125M AUM | 0.16% | $204,828 | 1.9K | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 0.16% | $429,195 | 3.9K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.16% | $933,157 | 8.5K | Q1 2026OLDER |
| Genesis Financial Group, LLC$158M AUM | 0.16% | $256,587 | 2.3K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.16% | $1M | 10.0K | Q1 2026OLDER |
| Wernau Asset Management Inc.$143M AUM | 0.16% | $228,304 | 2.1K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.16% | $2M | 15.2K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 0.16% | $595,798 | 5.4K | Q2 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.16% | $499,994 | 4.5K | Q1 2026OLDER |
| Atwater Malick LLC$370M AUM | 0.16% | $579,390 | 5.3K | Q1 2026OLDER |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 0.16% | $3M | 26.8K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.16% | $763,568 | 6.9K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.15% | $264,505 | 2.4K | Q3 2025OLDER |
| GHE, LLC$241M AUM | 0.15% | $371,258 | 3.4K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.15% | $43M | 385.9K | Q1 2026OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 0.15% | $611,394 | 5.5K | Q1 2026OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 0.15% | $7M | 67.5K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.15% | $4M | 32.6K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.15% | $519,928 | 4.7K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.15% | $322,677 | 2.9K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.15% | $325,541 | 2.9K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 0.15% | $555,442 | 5.0K | Q1 2026OLDER |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA$382M AUM | 0.15% | $559,525 | 5.1K | Q1 2026OLDER |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM | 0.15% | $989,190 | 9.0K | Q4 2025OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.15% | $388,889 | 3.5K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.15% | $2M | 20.2K | Q3 2025OLDER |
| Aletheian Wealth Advisors LLC$234M AUM | 0.14% | $338,975 | 3.1K | Q2 2026 |
| Sankala Group LLC$122M AUM | 0.14% | $175,061 | 1.6K | Q1 2026OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 0.14% | $808,091 | 7.4K | Q2 2026 |
| Alhambra Investment Management LLC$217M AUM | 0.14% | $306,359 | 2.8K | Q1 2026OLDER |
| Auour Investments LLC$318M AUM | 0.14% | $449,437 | 4.1K | Q1 2026OLDER |
| Mainsail Financial Group, LLC$240M AUM | 0.14% | $336,929 | 3.1K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.14% | $18M | 161.8K | Q1 2026OLDER |
| 4Thought Financial Group Inc.$202M AUM | 0.14% | $282,997 | 2.6K | Q4 2025OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.14% | $388,825 | 3.5K | Q3 2025OLDER |
| GK Wealth Management LLC$190M AUM | 0.14% | $205,198 | 1.9K | Q4 2025OLDER |
| IVC Wealth Advisors LLC$230M AUM | 0.14% | $311,436 | 2.8K | Q1 2026OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.13% | $524,623 | 4.8K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.13% | $232,460 | 2.1K | Q4 2025OLDER |
| Summit Wealth Group, LLC$436M AUM | 0.13% | $572,191 | 5.2K | Q1 2026OLDER |
| Hyposwiss Advisors SA$101M AUM | 0.13% | $131,880 | 1.2K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.13% | $6M | 52.0K | Q1 2026OLDER |
| Courage Miller Partners, LLC$354M AUM | 0.13% | $460,974 | 4.2K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.13% | $7M | 64.4K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.13% | $309,182 | 2.8K | Q1 2026OLDER |
| INVICTUS PRIVATE WEALTH, LLC$1.6B AUM | 0.13% | $2M | 18.7K | Q1 2026OLDER |
| Grandview Asset Management LLC$342M AUM | 0.13% | $429,011 | 3.9K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.13% | $2M | 16.9K | Q1 2026OLDER |
| FAIRFIELD, BUSH & CO.$180M AUM | 0.12% | $224,031 | 2.0K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.12% | $42M | 379.1K | Q1 2026OLDER |
| Single Point Partners, LLC$503M AUM | 0.12% | $613,968 | 5.6K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.12% | $2M | 20.5K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.12% | $738,902 | 6.8K | Q2 2026 |
| Gibson Capital, LLC$537M AUM | 0.12% | $644,459 | 5.8K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.12% | $277,004 | 2.5K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.12% | $297,900 | 2.7K | Q3 2025OLDER |
| Alteri Wealth LLC$309M AUM | 0.12% | $363,600 | 3.3K | Q4 2025OLDER |
| Copia Wealth Management$146M AUM | 0.12% | $170,617 | 1.5K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.12% | $2M | 19.1K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.12% | $857,497 | 7.8K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.12% | $294,952 | 2.7K | Q1 2026OLDER |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 0.12% | $610,487 | 5.5K | Q3 2025OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.11% | $2M | 13.7K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.11% | $5M | 45.4K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.11% | $4M | 39.8K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.11% | $8M | 69.1K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.11% | $6M | 54.4K | Q2 2026 |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.11% | $4M | 31.9K | Q1 2026OLDER |
| Grove Street Fiduciary, LLC$227M AUM | 0.11% | $250,517 | 2.3K | Q1 2026OLDER |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 0.11% | $222,889 | 2.0K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.11% | $21M | 188.4K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.11% | $6M | 53.6K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.11% | $4M | 41.7K | Q4 2025OLDER |
| Faithward Advisors, LLC$701M AUM | 0.11% | $756,264 | 6.9K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.11% | $3M | 29.5K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.11% | $3M | 31.0K | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.11% | $428,418 | 3.9K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.10% | $2M | 15.6K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.10% | $382,135 | 3.5K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.10% | $137,398 | 1.2K | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 0.10% | $216,195 | 2.0K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 0.10% | $289,553 | 2.6K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.10% | $4M | 32.9K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.10% | $6M | 50.7K | Q2 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.10% | $1M | 12.0K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.10% | $297,111 | 2.7K | Q2 2026 |
| DUNCKER STREETT & CO INC$526M AUM | 0.10% | $514,579 | 4.7K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 0.10% | $207,749 | 1.9K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.10% | $2M | 19.9K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.10% | $4M | 40.2K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.09% | $2M | 16.3K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.09% | $2M | 16.1K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 0.09% | $250,076 | 2.3K | Q1 2026OLDER |
| Tribridge Partners Financial LLC$242M AUM | 0.09% | $225,498 | 2.0K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 0.09% | $204,645 | 1.8K | Q3 2025OLDER |
| Safeguard Investment Advisory Group, LLC$362M AUM | 0.09% | $332,813 | 3.0K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 0.09% | $215,789 | 1.9K | Q3 2025OLDER |
| EPIQ PARTNERS, LLC$236M AUM | 0.09% | $214,045 | 2.0K | Q2 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.09% | $600,812 | 5.4K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.09% | $343,992 | 3.1K | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.09% | $894,579 | 8.1K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.09% | $2M | 17.8K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.09% | $1M | 9.8K | Q3 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.09% | $255,909 | 2.3K | Q1 2026OLDER |
| Signature Wealth Management Group$263M AUM | 0.09% | $224,328 | 2.0K | Q3 2025OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.09% | $401,821 | 3.6K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.09% | $3M | 29.5K | Q2 2026 |
| FourThought Financial Partners, LLC$1.2B AUM | 0.09% | $995,778 | 9.0K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 0.09% | $249,524 | 2.3K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.09% | $409,508 | 3.7K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.09% | $368,027 | 3.3K | Q3 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.09% | $13M | 120.4K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.08% | $201,738 | 1.8K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.08% | $743,728 | 6.7K | Q3 2025OLDER |
| Red Tortoise LLC$240M AUM | 0.08% | $202,993 | 1.8K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.08% | $221,935 | 2.0K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.08% | $2M | 17.7K | Q2 2026 |
| CLG LLC$403M AUM | 0.08% | $326,760 | 3.0K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.08% | $836,308 | 7.6K | Q1 2026OLDER |
| BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM | 0.08% | $213,878 | 1.9K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.08% | $704,207 | 6.4K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.08% | $3M | 30.4K | Q4 2025OLDER |
| Viewpoint Capital Management LLC$214M AUM | 0.08% | $171,058 | 1.6K | Q1 2026OLDER |
| TMB Capital Partners, LLC$297M AUM | 0.08% | $237,053 | 2.1K | Q1 2026OLDER |
| LPWM LLC$396M AUM | 0.08% | $315,740 | 2.9K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.08% | $1M | 9.4K | Q1 2026OLDER |
| American Financial Advisors, LLC$750M AUM | 0.08% | $590,888 | 5.4K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.08% | $4M | 34.2K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.08% | $777,256 | 7.1K | Q2 2026 |
| Westmount Partners, LLC$457M AUM | 0.08% | $354,553 | 3.2K | Q2 2026 |
| Crusonia Wealth Advisors LLC$485M AUM | 0.08% | $375,972 | 3.4K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.08% | $682,734 | 6.2K | Q2 2026 |
| Sepio Capital, LP$1.8B AUM | 0.08% | $1M | 12.5K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.07% | $4M | 33.8K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.07% | $1M | 9.3K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.07% | $2M | 18.5K | Q1 2026OLDER |
| Mission Creek Capital Partners, Inc.$501M AUM | 0.07% | $368,578 | 3.3K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.07% | $857,395 | 7.7K | Q3 2025OLDER |
| Stone Summit Wealth LLC$359M AUM | 0.07% | $269,939 | 2.5K | Q4 2025OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.07% | $578,812 | 5.2K | Q3 2025OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.07% | $1M | 11.6K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.07% | $40M | 361.6K | Q1 2026OLDER |
| Park Edge Advisors, LLC$434M AUM | 0.07% | $308,057 | 2.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.07% | $48M | 438.7K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.07% | $2M | 18.8K | Q4 2025OLDER |
| AMG National Trust Bank$4.6B AUM | 0.07% | $3M | 29.5K | Q1 2026OLDER |
| WELCH & FORBES LLC$7.7B AUM | 0.07% | $5M | 49.0K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.07% | $461,674 | 4.2K | Q3 2025OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.07% | $452,307 | 4.1K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.07% | $442,213 | 4.0K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.07% | $276,481 | 2.5K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.07% | $657,496 | 6.0K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.07% | $1M | 13.4K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.07% | $1M | 10.0K | Q1 2026OLDER |
| NORTHSTAR ASSET MANAGEMENT INC$326M AUM | 0.07% | $220,720 | 2.0K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.07% | $1M | 9.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.07% | $7M | 64.5K | Q1 2026OLDER |
| Baldwin Investment Management, LLC$856M AUM | 0.07% | $573,872 | 5.2K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.07% | $200,196 | 1.8K | Q3 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.07% | $3M | 25.9K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.07% | $1M | 12.9K | Q1 2026OLDER |
| RS CRUM INC.$517M AUM | 0.07% | $341,835 | 3.1K | Q1 2026OLDER |
| Colony Family Offices, LLC$406M AUM | 0.07% | $267,182 | 2.4K | Q1 2026OLDER |
| Pinnacle Holdings, LLC$309M AUM | 0.07% | $203,770 | 1.8K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.