ISHARES TR
CUSIP 464287226
Ishares Tr has 2,056 institutional holders in Filings Flow’s 13F database, together reporting 1215.01M shares worth $114.2B as of Q1 2026. The largest reported holders are Jones Financial Companies Lllp, Raymond James Financial Inc, and Bank Of America Corp /De/.
Institutional Holders
2,056
Q1 2026
Reported Value
$114.2B
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 |
|---|---|---|---|---|
| UNITED SERVICES AUTOMOBILE ASSOCIATION$851M AUM | 78.50% | $668M | 6.73M | Q1 2026OLDER |
| Johns Hopkins University$1.4B AUM | 57.73% | $797M | 8.02M | Q1 2026OLDER |
| Arizona PSPRS Trust$2.7B AUM | 41.66% | $1.1B | 11.41M | Q1 2026OLDER |
| DB Fitzpatrick & Co, Inc$117M AUM | 36.57% | $43M | 430.3K | Q1 2026OLDER |
| WHI TRUST Co LLC$133M AUM | 30.27% | $40M | 404.8K | Q1 2026OLDER |
| MASON STREET ADVISORS, LLC$1.0B AUM | 29.58% | $303M | 3.05M | Q1 2026OLDER |
| Gridiron Partners, LLC$164M AUM | 28.27% | $46M | 467.7K | Q1 2026OLDER |
| METROPOLITAN LIFE INSURANCE CO/NY$328M AUM | 25.64% | $84M | 847.7K | Q1 2026OLDER |
| GoalFusion Wealth Management, LLC$220M AUM | 23.58% | $52M | 523.7K | Q1 2026OLDER |
| Disciplina Capital Management LLC$944M AUM | 23.54% | $222M | 2.24M | Q1 2026OLDER |
| Adaptive Financial Consulting, LLC$261M AUM | 21.83% | $57M | 574.3K | Q1 2026OLDER |
| MTC Wealth Management LLC$211M AUM | 21.18% | $45M | 449.2K | Q1 2026OLDER |
| Kopp Family Office, LLC$163M AUM | 20.48% | $33M | 337.5K | Q2 2026 |
| Verger Capital Management LLC$339M AUM | 20.44% | $69M | 698.5K | Q1 2026OLDER |
| Chaney Capital Management, Inc.$284M AUM | 20.15% | $57M | 575.9K | Q1 2026OLDER |
| Constellation Investments, Inc.$3.0B AUM | 19.51% | $588M | 5.92M | Q1 2026OLDER |
| Members Trust Co$3.0B AUM | 18.88% | $568M | 5.72M | Q1 2026OLDER |
| Fort Henry Capital, LLC$165M AUM | 18.30% | $30M | 304.8K | Q1 2026OLDER |
| STRATEGIC INVESTMENT MANAGEMENT, LLC$239M AUM | 17.45% | $34M | 344.6K | Q4 2025OLDER |
| eCIO, Inc.$228M AUM | 17.45% | $40M | 400.0K | Q1 2026OLDER |
| BRIGHT FINANCIAL ADVISORS, INC.$218M AUM | 16.43% | $36M | 361.1K | Q1 2026OLDER |
| CULTIVAR CAPITAL, INC.$155M AUM | 16.21% | $25M | 254.3K | Q2 2026 |
| BayBridge Capital Group, LLC$161M AUM | 16.14% | $26M | 260.8K | Q1 2026OLDER |
| Tandem Wealth Advisors LLC$224M AUM | 15.22% | $34M | 343.9K | Q1 2026OLDER |
| Financial Designs Corp$180M AUM | 15.09% | $27M | 273.0K | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 14.60% | $188M | 1.90M | Q1 2026OLDER |
| Prentice Wealth Management LLC$443M AUM | 14.60% | $65M | 651.8K | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 14.37% | $92M | 926.1K | Q1 2026OLDER |
| Affiance Financial, LLC$695M AUM | 14.10% | $98M | 990.5K | Q2 2026 |
| Planning Project LLC$398M AUM | 14.02% | $56M | 558.7K | Q4 2025OLDER |
| Joel Adams & Associates, Inc.$135M AUM | 13.51% | $18M | 183.2K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 13.32% | $126M | 1.27M | Q1 2026OLDER |
| Stairway Partners, LLC$2.1B AUM | 13.10% | $278M | 2.81M | Q2 2026 |
| Meridian Wealth Partners, LLC$729M AUM | 12.85% | $94M | 943.2K | Q1 2026OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 12.77% | $39M | 393.7K | Q1 2026OLDER |
| Strategic Financial Planning, Inc.$171M AUM | 12.65% | $22M | 861.3K | Q1 2026OLDER |
| Mann Financial Group, Inc.$106M AUM | 12.60% | $13M | 134.8K | Q1 2026OLDER |
| SFAM, LLC$108M AUM | 12.59% | $14M | 136.7K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 12.24% | $362M | 3.62M | Q4 2025OLDER |
| PRAIRIEVIEW WEALTH PARTNERS, LLC$122M AUM | 12.15% | $15M | 149.3K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 11.98% | $48M | 481.3K | Q1 2026OLDER |
| Beirne Wealth Consulting Services, LLC$354M AUM | 11.96% | $42M | 426.0K | Q1 2026OLDER |
| Townsend Financial Planning, LLC$103M AUM | 11.95% | $12M | 124.4K | Q1 2026OLDER |
| Sheridan Capital Management, LLC$190M AUM | 11.88% | $23M | 227.0K | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 11.85% | $294M | 2.96M | Q1 2026OLDER |
| GP Brinson Investments LLC$245M AUM | 11.34% | $28M | 280.6K | Q2 2026 |
| OARSMAN CAPITAL, INC.$806M AUM | 11.28% | $91M | 915.5K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 11.22% | $423M | 4.26M | Q2 2026 |
| Ellenbecker Investment Group$743M AUM | 10.99% | $82M | 822.2K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 10.92% | $105M | 1.05M | Q1 2026OLDER |
| Sound Financial Strategies Group, LLC$147M AUM | 10.89% | $16M | 160.8K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 10.85% | $48M | 480.8K | Q1 2026OLDER |
| Liquid Strategies, LLC$465M AUM | 10.64% | $50M | 499.1K | Q1 2026OLDER |
| Brandywine Asset Management, Inc.$126M AUM | 10.62% | $13M | 135.2K | Q1 2026OLDER |
| Bricktown Capital, LLC$508M AUM | 10.60% | $54M | 542.2K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 10.40% | $50M | 507.1K | Q1 2026OLDER |
| First Citizens Asset Management, Inc.$178M AUM | 10.36% | $30M | 296.7K | Q4 2025OLDER |
| Alpha Financial Partners LLC$169M AUM | 10.26% | $17M | 174.7K | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 10.18% | $109M | 1.10M | Q2 2026 |
| Freestate Advisors LLC$134M AUM | 10.14% | $14M | 137.1K | Q2 2026 |
| Tide Cove Capital Partners LLC$147M AUM | 10.13% | $15M | 149.7K | Q1 2026OLDER |
| Thayer Partners, LLC / MA$210M AUM | 10.06% | $21M | 212.8K | Q1 2026OLDER |
| Permanent Capital Management, LP$643M AUM | 9.98% | $64M | 647.4K | Q1 2026OLDER |
| ES4, LLC$155M AUM | 9.91% | $15M | 154.7K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 9.85% | $24M | 237.1K | Q1 2026OLDER |
| Ted Buchan & Co$275M AUM | 9.81% | $27M | 272.0K | Q1 2026OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 9.69% | $35M | 352.5K | Q1 2026OLDER |
| Eley Financial Management, Inc$277M AUM | 9.54% | $26M | 266.2K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 9.39% | $858M | 8.65M | Q1 2026OLDER |
| Single Point Partners, LLC$503M AUM | 9.35% | $47M | 1.56M | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 9.29% | $35M | 348.0K | Q1 2026OLDER |
| Carbahal Olsen Financial Services Group, LLC$125M AUM | 9.20% | $12M | 116.0K | Q1 2026OLDER |
| Sunesis Advisors, LLC$221M AUM | 9.20% | $20M | 205.0K | Q1 2026OLDER |
| Koenig Investment Advisory, LLC$118M AUM | 8.85% | $10M | 104.9K | Q1 2026OLDER |
| INSIGHT 2811, INC.$239M AUM | 8.81% | $21M | 212.3K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 8.46% | $13M | 127.6K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 8.42% | $34M | 341.2K | Q4 2025OLDER |
| REBALANCE, LLC$1.7B AUM | 8.42% | $145M | 1.46M | Q1 2026OLDER |
| Twele Capital Management, Inc.$561M AUM | 8.41% | $47M | 475.3K | Q1 2026OLDER |
| Legacy Financial Strategies, LLC$554M AUM | 8.34% | $46M | 465.8K | Q1 2026OLDER |
| Somnio Financial Group, LLC$169M AUM | 8.32% | $14M | 141.9K | Q2 2026 |
| ETF Portfolio Partners, Inc.$381M AUM | 8.26% | $31M | 316.8K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 8.21% | $21M | 210.9K | Q1 2026OLDER |
| BRAVE ASSET MANAGEMENT INC$467M AUM | 8.10% | $38M | 382.5K | Q2 2026 |
| Sugar Maple Asset Management, LLC$165M AUM | 7.92% | $13M | 131.4K | Q1 2026OLDER |
| Aventus Investment Advisors, Inc.$118M AUM | 7.89% | $9M | 93.9K | Q1 2026OLDER |
| AMARILLO NATIONAL BANK$566M AUM | 7.88% | $45M | 449.4K | Q1 2026OLDER |
| Shakespeare Wealth Management, LLC$422M AUM | 7.84% | $35M | 355.3K | Q4 2025OLDER |
| Midwestern Financial, LLC /IA$127M AUM | 7.70% | $10M | 98.6K | Q1 2026OLDER |
| Harpswell Capital Advisors, LLC$134M AUM | 7.69% | $10M | 104.0K | Q1 2026OLDER |
| NDWM LLC$154M AUM | 7.67% | $12M | 119.1K | Q1 2026OLDER |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 7.61% | $9M | 86.7K | Q1 2026OLDER |
| WRAPMANAGER INC$288M AUM | 7.61% | $22M | 220.6K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 7.56% | $27M | 267.4K | Q1 2026OLDER |
| COREPATH WEALTH PARTNERS LLC$160M AUM | 7.55% | $12M | 123.4K | Q2 2026 |
| Stanich Group LLC$131M AUM | 7.41% | $12M | 120.7K | Q3 2025OLDER |
| AMES NATIONAL CORP$167M AUM | 7.38% | $12M | 123.8K | Q1 2026OLDER |
| MKD WEALTH COACHES, LLC$102M AUM | 7.34% | $7M | 75.1K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 7.29% | $53M | 536.3K | Q1 2026OLDER |
| RATIONAL ADVISORS, INC.$980M AUM | 7.28% | $71M | 718.6K | Q1 2026OLDER |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 7.27% | $19M | 193.8K | Q1 2026OLDER |
| Vericrest Private Wealth$111M AUM | 7.22% | $8M | 81.1K | Q1 2026OLDER |
| Sharp Wealth Advisory, LLC$203M AUM | 7.18% | $15M | 146.5K | Q1 2026OLDER |
| Hudson Capital Management LLC$387M AUM | 7.08% | $27M | 275.8K | Q1 2026OLDER |
| Teucrium Investment Advisors, LLC$129M AUM | 7.07% | $9M | 92.2K | Q1 2026OLDER |
| PALLADIEM, LLC$105M AUM | 7.07% | $7M | 74.5K | Q1 2026OLDER |
| Cornerstone Management, Inc.$628M AUM | 7.05% | $44M | 445.9K | Q1 2026OLDER |
| Frisco Financial Planning LLC$133M AUM | 7.02% | $9M | 94.1K | Q2 2026 |
| Sequent Planning LLC$414M AUM | 7.01% | $29M | 291.9K | Q1 2026OLDER |
| CVS HEALTH Corp$212M AUM | 7.00% | $15M | 149.7K | Q1 2026OLDER |
| LeConte Wealth Management, LLC$155M AUM | 6.92% | $11M | 107.8K | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 6.90% | $82M | 829.4K | Q1 2026OLDER |
| Andina Capital Management, LLC$113M AUM | 6.90% | $8M | 78.6K | Q1 2026OLDER |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 6.75% | $10M | 103.9K | Q1 2026OLDER |
| MOTIVE WEALTH ADVISORS$213M AUM | 6.68% | $14M | 143.3K | Q1 2026OLDER |
| Granite Harbor Advisors, Inc.$229M AUM | 6.64% | $15M | 153.3K | Q1 2026OLDER |
| Sunflower Bank, N.A.$392M AUM | 6.62% | $26M | 261.5K | Q1 2026OLDER |
| U S WEALTH GROUP, LLC.$152M AUM | 6.61% | $10M | 100.5K | Q1 2026OLDER |
| Omega Financial Group, LLC$308M AUM | 6.60% | $20M | 204.5K | Q1 2026OLDER |
| CONTINENTAL INVESTORS SERVICES, INC.$106M AUM | 6.56% | $7M | 70.1K | Q1 2026OLDER |
| WealthSpring Partners, LLC$109M AUM | 6.42% | $7M | 70.4K | Q1 2026OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 6.38% | $15M | 148.9K | Q1 2026OLDER |
| ATLas Financial Planning LLC$112M AUM | 6.35% | $7M | 71.3K | Q1 2026OLDER |
| Towercrest Capital Management$642M AUM | 6.32% | $41M | 408.3K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 6.26% | $13.0B | 132.17M | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 6.26% | $97M | 980.5K | Q1 2026OLDER |
| Simplify Asset Management Inc.$6.5B AUM | 6.25% | $407M | 4.10M | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 6.20% | $161M | 1.62M | Q1 2026OLDER |
| Trust Co$1.1B AUM | 6.19% | $66M | 665.3K | Q1 2026OLDER |
| BUFFALO BUSINESS & ESTATE SERVICES LTD$689M AUM | 6.16% | $42M | 427.7K | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 6.13% | $42M | 425.4K | Q1 2026OLDER |
| Snider Financial Group$331M AUM | 6.09% | $20M | 203.3K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 6.03% | $14M | 140.2K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 6.03% | $35M | 352.3K | Q2 2026 |
| James J. Burns & Company, LLC$737M AUM | 6.00% | $44M | 445.6K | Q1 2026OLDER |
| DURANTE & WATERS, LLC$138M AUM | 5.98% | $8M | 83.2K | Q1 2026OLDER |
| Rock Creek Group LLC$988M AUM | 5.92% | $58M | 589.1K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 5.91% | $19M | 194.0K | Q1 2026OLDER |
| FORM Wealth Advisors, LLC$854M AUM | 5.89% | $50M | 506.4K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 5.83% | $61M | 613.8K | Q1 2026OLDER |
| Cosner Financial Group, LLC$182M AUM | 5.81% | $11M | 106.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 5.78% | $3.9B | 39.35M | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 5.76% | $20M | 199.4K | Q2 2026 |
| Fort Point Capital Partners LLC$825M AUM | 5.76% | $47M | 478.4K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 5.69% | $178M | 1.79M | Q1 2026OLDER |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 5.69% | $6M | 60.9K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 5.68% | $93M | 938.4K | Q1 2026OLDER |
| Bouchey Financial Group Ltd$1.4B AUM | 5.64% | $77M | 772.1K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$518M AUM | 5.55% | $29M | 289.5K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 5.53% | $84M | 844.1K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 5.39% | $15M | 154.6K | Q1 2026OLDER |
| Mullooly Asset Management, Inc.$271M AUM | 5.38% | $15M | 146.8K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 5.34% | $36M | 366.8K | Q2 2026 |
| Family Capital Trust Co$276M AUM | 5.31% | $15M | 147.8K | Q1 2026OLDER |
| Liberty Atlantic Advisors LLC$117M AUM | 5.28% | $6M | 62.2K | Q1 2026OLDER |
| StoryOne LLC$177M AUM | 5.27% | $9M | 0 | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 5.26% | $40M | 407.4K | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 5.26% | $130M | 1.31M | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 5.23% | $16M | 159.4K | Q1 2026OLDER |
| Stone Wealth Partners$111M AUM | 5.16% | $6M | 57.8K | Q1 2026OLDER |
| Lynch Investment Planning, LLC$111M AUM | 5.14% | $6M | 57.6K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 5.13% | $4.2B | 42.55M | Q1 2026OLDER |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS$1.0B AUM | 5.12% | $53M | 533.7K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 5.11% | $16M | 165.2K | Q1 2026OLDER |
| TPG Advisors LLC$160M AUM | 5.09% | $8M | 82.2K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 5.07% | $9M | 86.4K | Q1 2026OLDER |
| Navigate Wealth Management, LLC$142M AUM | 5.07% | $7M | 72.6K | Q1 2026OLDER |
| Livet Wealth, LLC$157M AUM | 5.06% | $8M | 80.1K | Q1 2026OLDER |
| Erickson Financial Group, LLC$160M AUM | 5.00% | $8M | 80.4K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 4.99% | $40M | 406.8K | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 4.94% | $10M | 105.1K | Q1 2026OLDER |
| Addis & Hill, Inc$181M AUM | 4.93% | $9M | 90.5K | Q2 2026 |
| Merited Wealth, LLC$121M AUM | 4.92% | $6M | 59.7K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 4.91% | $187M | 1.88M | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 4.87% | $45M | 449.6K | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 4.80% | $131M | 1.32M | Q1 2026OLDER |
| KELLY FINANCIAL GROUP LLC$398M AUM | 4.77% | $19M | 191.1K | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 4.71% | $23M | 234.2K | Q1 2026OLDER |
| North Berkeley Wealth Management, LLC$189M AUM | 4.68% | $9M | 89.1K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 4.65% | $12M | 119.2K | Q1 2026OLDER |
| Golden Bell Financial Planning LLC$125M AUM | 4.62% | $6M | 58.4K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 4.61% | $6M | 57.8K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 4.61% | $33M | 335.5K | Q1 2026OLDER |
| Charles Schwab Trust Co$1.5B AUM | 4.54% | $70M | 705.8K | Q1 2026OLDER |
| Redwood Park Advisors LLC$150M AUM | 4.53% | $7M | 68.5K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 4.47% | $69M | 698.0K | Q1 2026OLDER |
| Kagan Cocozza Asset Management$142M AUM | 4.46% | $6M | 63.8K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 4.44% | $104M | 1.05M | Q1 2026OLDER |
| STAR Financial Bank$212M AUM | 4.44% | $9M | 94.7K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 4.44% | $37M | 378.6K | Q2 2026 |
| DMC Group, LLC$148M AUM | 4.37% | $6M | 65.1K | Q1 2026OLDER |
| UNITED BANK$781M AUM | 4.36% | $34M | 343.1K | Q1 2026OLDER |
| RFP Financial Group LLC$184M AUM | 4.35% | $11M | 110.2K | Q3 2025OLDER |
| Destination Wealth Management$3.9B AUM | 4.35% | $167M | 1.69M | Q1 2026OLDER |
| Summit Asset Management, LLC$719M AUM | 4.31% | $31M | 311.8K | Q1 2026OLDER |
| Boomfish Wealth Group, LLC$187M AUM | 4.30% | $8M | 81.2K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 4.23% | $18M | 182.2K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 4.22% | $365M | 3.68M | Q1 2026OLDER |
| CBM Financial, LLC$160M AUM | 4.22% | $7M | 67.7K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 4.21% | $152M | 1.53M | Q1 2026OLDER |
| SMITH SHELLNUT WILSON LLC /ADV$260M AUM | 4.16% | $11M | 108.0K | Q3 2025OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 4.14% | $71M | 712.9K | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 4.13% | $32M | 325.1K | Q2 2026 |
| Counterweight Ventures, LLC$178M AUM | 4.12% | $7M | 74.0K | Q1 2026OLDER |
| Apex Wealth Management, LLC$146M AUM | 4.12% | $6M | 60.5K | Q1 2026OLDER |
| Alamar Capital Management, LLC$181M AUM | 4.10% | $7M | 74.5K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 4.05% | $38M | 387.8K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 3.99% | $15M | 152.1K | Q2 2026 |
| Scissortail Wealth Management, LLC$498M AUM | 3.97% | $20M | 198.9K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 3.94% | $124M | 1.25M | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 3.92% | $186M | 1.88M | Q1 2026OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 3.92% | $95M | 952.3K | Q1 2026OLDER |
| Investment Research Partners LLC$246M AUM | 3.91% | $10M | 96.8K | Q1 2026OLDER |
| Alliance Wealth Management Group$457M AUM | 3.91% | $18M | 180.1K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 3.89% | $70M | 700.6K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 3.88% | $10M | 96.9K | Q1 2026OLDER |
| CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM | 3.87% | $6M | 65.4K | Q1 2026OLDER |
| Destiny Capital Corp/CO$188M AUM | 3.87% | $7M | 73.1K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 3.85% | $36M | 366.3K | Q1 2026OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 3.81% | $17M | 174.2K | Q1 2026OLDER |
| Hillcrest Wealth Advisors - NY, LLC$247M AUM | 3.81% | $9M | 94.7K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 3.80% | $44M | 447.9K | Q1 2026OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 3.78% | $4M | 39.8K | Q1 2026OLDER |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 3.78% | $36M | 367.1K | Q1 2026OLDER |
| Sincerus Advisory, LLC$147M AUM | 3.77% | $6M | 56.1K | Q2 2026 |
| Cadia Private Client LLC$123M AUM | 3.75% | $5M | 46.5K | Q1 2026OLDER |
| Aquire Wealth Advisors, LLC$381M AUM | 3.73% | $14M | 143.1K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 3.73% | $5M | 49.4K | Q1 2026OLDER |
| Financial Planning Navigators CORP$228M AUM | 3.73% | $9M | 85.7K | Q1 2026OLDER |
| Global Endowment Management, LP$896M AUM | 3.71% | $33M | 334.7K | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 3.70% | $9M | 88.0K | Q4 2025OLDER |
| HTG Investment Advisors, Inc.$352M AUM | 3.67% | $13M | 129.9K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 3.61% | $36M | 359.3K | Q2 2026 |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 3.55% | $7M | 68.3K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 3.55% | $62M | 620.3K | Q1 2026OLDER |
| Timonier Family Office, LTD.$315M AUM | 3.50% | $11M | 110.5K | Q4 2025OLDER |
| Oldfather Financial Services, LLC$336M AUM | 3.48% | $12M | 117.1K | Q4 2025OLDER |
| Moneda S.A. Administradora General de Fondos$123M AUM | 3.44% | $4M | 42.5K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 3.44% | $52M | 524.2K | Q2 2026 |
| Merkkuri Wealth Advisors LLC$151M AUM | 3.42% | $5M | 52.0K | Q1 2026OLDER |
| Curry Webb Wealth Management LLC$202M AUM | 3.41% | $7M | 68.8K | Q2 2026 |
| Hudson Oak Wealth Advisory LLC$115M AUM | 3.39% | $4M | 39.3K | Q1 2026OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 3.33% | $9M | 91.3K | Q1 2026OLDER |
| FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM | 3.32% | $37M | 375.7K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 3.31% | $30M | 304.3K | Q1 2026OLDER |
| Cannon Wealth Management Services, LLC$148M AUM | 3.30% | $5M | 49.1K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 3.29% | $4M | 38.6K | Q1 2026OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 3.28% | $388M | 3.91M | Q1 2026OLDER |
| OFS Enterprise LLC$392M AUM | 3.28% | $13M | 129.9K | Q2 2026 |
| FIRST HAWAIIAN BANK$715M AUM | 3.28% | $23M | 236.2K | Q1 2026OLDER |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 3.27% | $5M | 54.6K | Q1 2026OLDER |
| Amtrust Financial Services, Inc.$300M AUM | 3.26% | $10M | 98.6K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 3.23% | $39M | 385.5K | Q3 2025OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 3.23% | $14M | 139.4K | Q1 2026OLDER |
| Passaic Partners LLC$1.1B AUM | 3.22% | $34M | 346.7K | Q1 2026OLDER |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 3.21% | $27M | 274.0K | Q1 2026OLDER |
| Paladin Partners, LLC$139M AUM | 3.21% | $4M | 44.8K | Q2 2026 |
| DSG Capital Advisors, LLC$625M AUM | 3.21% | $20M | 201.9K | Q1 2026OLDER |
| JHP Wealth Management, LLC$105M AUM | 3.17% | $3M | 33.4K | Q1 2026OLDER |
| WealthTrust Asset Management, LLC$167M AUM | 3.14% | $5M | 53.0K | Q1 2026OLDER |
| Peak Financial Management, Inc.$394M AUM | 3.14% | $12M | 124.4K | Q1 2026OLDER |
| Walker Financial Services, Inc.$292M AUM | 3.13% | $9M | 92.0K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 3.11% | $513M | 5.17M | Q1 2026OLDER |
| Optas, LLC$661M AUM | 3.10% | $20M | 206.1K | Q1 2026OLDER |
| Northern Lights Advisors, Inc.$148M AUM | 3.09% | $5M | 45.9K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 3.08% | $89M | 898.3K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 3.07% | $98M | 990.3K | Q1 2026OLDER |
| Hudock, Inc.$680M AUM | 3.07% | $21M | 210.2K | Q1 2026OLDER |
| Newport Capital Group, LLC$164M AUM | 3.05% | $5M | 50.4K | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 3.02% | $5M | 51.4K | Q1 2026OLDER |
| RiverGlades Family Offices LLC$170M AUM | 3.02% | $5M | 51.7K | Q1 2026OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 3.02% | $12M | 121.8K | Q2 2026 |
| LGL PARTNERS, LLC$243M AUM | 3.00% | $7M | 73.4K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 3.00% | $1.5B | 14.93M | Q1 2026OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 2.99% | $10M | 104.0K | Q2 2026 |
| Silver Coast Investments LLC$313M AUM | 2.96% | $9M | 93.5K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 2.92% | $6M | 62.5K | Q3 2025OLDER |
| ARRIEN INVESTMENTS, INC.$184M AUM | 2.92% | $5M | 54.3K | Q1 2026OLDER |
| Maxele Advisors, LLC$123M AUM | 2.92% | $4M | 36.0K | Q4 2025OLDER |
| EPIQ PARTNERS, LLC$236M AUM | 2.90% | $7M | 69.0K | Q2 2026 |
| Vantage Financial Partners, LLC$493M AUM | 2.89% | $14M | 142.3K | Q4 2025OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 2.87% | $151M | 1.53M | Q1 2026OLDER |
| TEXAS CAPITAL BANCSHARES INC/TX$254M AUM | 2.87% | $7M | 72.7K | Q3 2025OLDER |
| TRB Wealth Management, LLC$704M AUM | 2.86% | $20M | 203.1K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 2.86% | $6M | 60.6K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 2.86% | $94M | 948.4K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 2.85% | $39M | 390.8K | Q1 2026OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 2.85% | $18M | 180.5K | Q1 2026OLDER |
| Howard Capital Management Inc.$6.1B AUM | 2.82% | $172M | 1.73M | Q1 2026OLDER |
| Smith & Howard Wealth Management, LLC$462M AUM | 2.80% | $13M | 130.7K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 2.79% | $5M | 47.4K | Q1 2026OLDER |
| Coign Capital Advisors LLC$190M AUM | 2.79% | $5M | 53.5K | Q1 2026OLDER |
| AtlasMark Financial, Inc$155M AUM | 2.79% | $4M | 43.2K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 2.78% | $243M | 2.45M | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 2.77% | $17M | 176.1K | Q1 2026OLDER |
| Bell Bank$2.4B AUM | 2.76% | $65M | 656.4K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 2.76% | $25M | 254.6K | Q1 2026OLDER |
| REDW Wealth LLC$251M AUM | 2.75% | $7M | 69.4K | Q1 2026OLDER |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 2.75% | $12M | 122.0K | Q1 2026OLDER |
| Sellwood Investment Partners LLC$254M AUM | 2.73% | $7M | 69.9K | Q1 2026OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 2.72% | $134M | 1.35M | Q1 2026OLDER |
| ACT WEALTH MANAGEMENT, LLC$340M AUM | 2.72% | $9M | 93.6K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 2.71% | $8.8B | 88.71M | Q1 2026OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 2.71% | $132M | 1.33M | Q1 2026OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 2.71% | $9M | 88.0K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 2.71% | $12M | 119.9K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$112M AUM | 2.68% | $3M | 30.1K | Q1 2026OLDER |
| Storen Legacy Partners, LLC$319M AUM | 2.67% | $9M | 85.9K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 2.67% | $13M | 131.9K | Q1 2026OLDER |
| a16z Perennial Management, L.P.$1.2B AUM | 2.65% | $32M | 321.2K | Q1 2026OLDER |
| Pacific Park Financial, Inc.$153M AUM | 2.64% | $4M | 40.8K | Q1 2026OLDER |
| Equity Wealth Partners, LLC$155M AUM | 2.64% | $4M | 41.1K | Q1 2026OLDER |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 2.63% | $15M | 154.3K | Q1 2026OLDER |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 2.62% | $14M | 137.9K | Q3 2025OLDER |
| Sonoma Allocations LLC$322M AUM | 2.62% | $8M | 76.4K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 2.61% | $30M | 301.2K | Q1 2026OLDER |
| Brendel Financial Advisors LLC$202M AUM | 2.59% | $5M | 52.8K | Q1 2026OLDER |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 2.58% | $40M | 398.2K | Q1 2026OLDER |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 2.57% | $10M | 100.0K | Q2 2026 |
| Randall & Associates Wealth Management$148M AUM | 2.56% | $4M | 38.3K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 2.56% | $6M | 62.5K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 2.55% | $13M | 130.8K | Q1 2026OLDER |
| GuidedMoney, LLC$190M AUM | 2.54% | $5M | 48.7K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 2.52% | $42M | 423.7K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 2.52% | $38M | 379.4K | Q1 2026OLDER |
| Innovative Wealth Building LLC$142M AUM | 2.50% | $4M | 35.8K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 2.49% | $45M | 450.9K | Q3 2025OLDER |
| IFS Group,LLC$112M AUM | 2.48% | $3M | 28.1K | Q1 2026OLDER |
| P/E Global LLC$1.3B AUM | 2.45% | $31M | 313.0K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 2.43% | $26M | 259.0K | Q1 2026OLDER |
| Tanager Wealth Management LLP$1.0B AUM | 2.43% | $25M | 252.6K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 2.42% | $15M | 148.2K | Q1 2026OLDER |
| Stonekeep Investments, LLC$154M AUM | 2.41% | $4M | 37.4K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 2.40% | $624M | 6.28M | Q1 2026OLDER |
| IFS Advisors, LLC$194M AUM | 2.40% | $5M | 46.8K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 2.39% | $48M | 483.7K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 2.38% | $2M | 24.1K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 2.37% | $272M | 2.74M | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 2.35% | $9M | 86.4K | Q1 2026OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 2.34% | $24M | 240.1K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 2.34% | $26M | 261.8K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 2.31% | $3M | 30.8K | Q1 2026OLDER |
| ALPHA CAPITAL ADVISORS INC /ADV$105M AUM | 2.31% | $2M | 24.4K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 2.31% | $169M | 1.70M | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 2.30% | $43M | 433.6K | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 2.30% | $7M | 68.8K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 2.29% | $3M | 29.8K | Q1 2026OLDER |
| Exchange Bank$161M AUM | 2.28% | $4M | 37.0K | Q2 2026 |
| LMG Wealth Partners, LLC$549M AUM | 2.28% | $13M | 126.1K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 2.27% | $10M | 102.6K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 2.27% | $3M | 31.9K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 2.26% | $166M | 1.67M | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 2.26% | $3M | 31.6K | Q1 2026OLDER |
| CFG Wealth Management Services, Inc.$110M AUM | 2.24% | $2M | 24.8K | Q1 2026OLDER |
| ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM | 2.23% | $5M | 51.2K | Q1 2026OLDER |
| Blankinship & Foster, LLC$452M AUM | 2.22% | $10M | 101.0K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 2.22% | $6M | 57.8K | Q1 2026OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 2.21% | $66M | 660.8K | Q1 2026OLDER |
| Turn8 Private Wealth Inc.$160M AUM | 2.21% | $4M | 35.6K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 2.20% | $5M | 54.3K | Q1 2026OLDER |
| Oxinas Partners, LLC$219M AUM | 2.20% | $5M | 48.5K | Q1 2026OLDER |
| CROBAN$213M AUM | 2.20% | $5M | 47.1K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 2.18% | $8M | 76.7K | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 2.18% | $17M | 167.9K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 2.16% | $5M | 49.1K | Q1 2026OLDER |
| TCP Asset Management, LLC$778M AUM | 2.16% | $17M | 169.2K | Q1 2026OLDER |
| Envision Financial LLC$186M AUM | 2.15% | $4M | 40.3K | Q1 2026OLDER |
| Clearview Wealth Management LLC$141M AUM | 2.15% | $3M | 30.6K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 2.14% | $123M | 1.24M | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 2.14% | $5M | 49.9K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 2.14% | $37M | 370.2K | Q1 2026OLDER |
| SVB WEALTH LLC$1.5B AUM | 2.12% | $32M | 324.8K | Q1 2026OLDER |
| Capstone Wealth Management, Inc.$118M AUM | 2.12% | $3M | 25.2K | Q1 2026OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 2.12% | $6M | 58.0K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 2.10% | $18M | 184.2K | Q1 2026OLDER |
| Keenan, LLC$119M AUM | 2.09% | $2M | 24.7K | Q1 2026OLDER |
| PFW Advisors LLC$318M AUM | 2.08% | $7M | 69.1K | Q4 2025OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 2.08% | $92M | 927.5K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 2.07% | $6M | 61.1K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 2.06% | $6M | 58.2K | Q1 2026OLDER |
| Cooksen Wealth, LLC$138M AUM | 2.05% | $3M | 28.5K | Q1 2026OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 2.05% | $6M | 64.8K | Q1 2026OLDER |
| FAGAN ASSOCIATES, INC.$719M AUM | 2.04% | $15M | 147.9K | Q1 2026OLDER |
| AUA CAPITAL MANAGEMENT, LLC$196M AUM | 2.04% | $4M | 40.2K | Q1 2026OLDER |
| Topor & Co. Korea$127M AUM | 2.04% | $3M | 26.1K | Q2 2026 |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 2.04% | $181M | 1.82M | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 2.03% | $5M | 50.4K | Q1 2026OLDER |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 2.03% | $4M | 37.1K | Q1 2026OLDER |
| Kastel Capital Advisors, LLC$158M AUM | 2.03% | $3M | 32.3K | Q2 2026 |
| CAP Partners, LLC$177M AUM | 2.02% | $4M | 36.0K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 2.01% | $5M | 49.2K | Q2 2026 |
| Bauman Advisory Group, LLC$143M AUM | 2.01% | $3M | 28.9K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 2.01% | $8M | 77.3K | Q2 2026 |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 2.00% | $3M | 26.5K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 2.00% | $17M | 168.1K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 1.99% | $25M | 250.3K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 1.98% | $135M | 1.36M | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 1.97% | $55M | 551.1K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 1.97% | $39M | 394.3K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 1.97% | $64M | 641.8K | Q2 2026 |
| KFA Private Wealth Group, LLC$417M AUM | 1.96% | $8M | 82.4K | Q1 2026OLDER |
| Charter Capital Management, LLC\DE$200M AUM | 1.94% | $4M | 39.0K | Q1 2026OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 1.94% | $27M | 271.1K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 1.93% | $3M | 29.5K | Q1 2026OLDER |
| CENTRAL BANK & TRUST CO$636M AUM | 1.93% | $12M | 123.8K | Q1 2026OLDER |
| Atlas Private Wealth Advisors$425M AUM | 1.93% | $8M | 82.6K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 1.92% | $389M | 3.92M | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 1.92% | $9M | 92.9K | Q1 2026OLDER |
| City State Bank$385M AUM | 1.91% | $7M | 74.3K | Q1 2026OLDER |
| Genus Capital Management Inc.$873M AUM | 1.90% | $17M | 167.4K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 1.90% | $113M | 1.14M | Q1 2026OLDER |
| Valpey Financial Services, LLC$154M AUM | 1.90% | $3M | 29.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 1.90% | $372M | 3.75M | Q1 2026OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 1.89% | $36M | 360.5K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 1.88% | $25M | 251.5K | Q4 2025OLDER |
| Efficient Advisors, LLC$1.4B AUM | 1.85% | $26M | 262.9K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 1.84% | $66M | 662.3K | Q1 2026OLDER |
| SHUTTLEWORTH & Co$111M AUM | 1.83% | $2M | 20.4K | Q1 2026OLDER |
| Invera Wealth Advisors, LLC$156M AUM | 1.83% | $3M | 28.7K | Q1 2026OLDER |
| STERLING INVESTMENT ADVISORS LLC /ADV$223M AUM | 1.82% | $4M | 41.0K | Q2 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 1.80% | $30M | 297.9K | Q1 2026OLDER |
| Astoria Strategic Wealth, Inc.$394M AUM | 1.79% | $7M | 71.1K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 1.79% | $67M | 675.7K | Q1 2026OLDER |
| Slow Capital, Inc.$770M AUM | 1.79% | $14M | 138.7K | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 1.79% | $15M | 154.7K | Q2 2026 |
| Strive Financial Group ,LLC$189M AUM | 1.78% | $3M | 33.8K | Q1 2026OLDER |
| MERIDIAN MANAGEMENT CO$402M AUM | 1.77% | $7M | 71.6K | Q1 2026OLDER |
| C2C Wealth Management, LLC$128M AUM | 1.77% | $2M | 22.8K | Q2 2026 |
| 5T Wealth, LLC$253M AUM | 1.76% | $4M | 44.9K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 1.75% | $3M | 30.7K | Q1 2026OLDER |
| GLR Partners, LLC$183M AUM | 1.74% | $3M | 32.1K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 1.74% | $34M | 338.2K | Q1 2026OLDER |
| All Terrain Financial Advisors, LLC$425M AUM | 1.73% | $7M | 74.1K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 1.73% | $5M | 52.1K | Q1 2026OLDER |
| PENNEY FINANCIAL, LLC$261M AUM | 1.72% | $4M | 45.3K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 1.72% | $14M | 138.6K | Q1 2026OLDER |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 1.72% | $13M | 130.6K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 1.71% | $4M | 38.4K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 1.71% | $241M | 2.43M | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 1.69% | $14M | 142.7K | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 1.68% | $3M | 26.2K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 1.68% | $92M | 929.7K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 1.68% | $304M | 3.06M | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 1.68% | $4M | 39.2K | Q1 2026OLDER |
| BLUESTEM FINANCIAL ADVISORS, LLC$259M AUM | 1.67% | $4M | 43.6K | Q1 2026OLDER |
| Tillman Hartley LLC$398M AUM | 1.66% | $7M | 66.8K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 1.66% | $37M | 374.8K | Q1 2026OLDER |
| Impact Capital Partners LLC$331M AUM | 1.65% | $5M | 54.9K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 1.64% | $11M | 112.4K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 1.64% | $12M | 121.6K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 1.64% | $37M | 375.8K | Q1 2026OLDER |
| Columbia Bank$350M AUM | 1.63% | $6M | 57.6K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 1.63% | $29M | 289.5K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 1.62% | $3M | 30.6K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 1.62% | $37M | 369.6K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 1.62% | $6M | 59.3K | Q1 2026OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 1.62% | $15M | 145.8K | Q4 2025OLDER |
| MorganRosel Wealth Management, LLC$254M AUM | 1.61% | $4M | 41.2K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 1.61% | $9M | 91.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 1.61% | $1.5B | 15.25M | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 1.61% | $131M | 1.32M | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 1.60% | $7M | 72.0K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 1.59% | $1.4B | 13.75M | Q1 2026OLDER |
| Northeast Financial Group, Inc.$404M AUM | 1.56% | $6M | 63.6K | Q1 2026OLDER |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 1.56% | $6M | 60.8K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 1.56% | $317M | 3.19M | Q1 2026OLDER |
| Summit Wealth Group, LLC$436M AUM | 1.55% | $7M | 67.9K | Q1 2026OLDER |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 1.55% | $97M | 975.9K | Q2 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 1.55% | $14M | 141.3K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 1.53% | $15M | 146.3K | Q1 2026OLDER |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 1.52% | $5M | 50.8K | Q1 2026OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 1.52% | $28M | 281.8K | Q1 2026OLDER |
| Parkway Wealth Management Group, LLC$791M AUM | 1.52% | $12M | 120.7K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 1.52% | $5M | 48.6K | Q1 2026OLDER |
| INTREPID CAPITAL MANAGEMENT INC$261M AUM | 1.52% | $4M | 39.2K | Q4 2025OLDER |
| Ascent Group, LLC$2.9B AUM | 1.50% | $43M | 438.0K | Q1 2026OLDER |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 1.50% | $3M | 27.5K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 1.50% | $19M | 193.9K | Q1 2026OLDER |
| LPWM LLC$396M AUM | 1.49% | $6M | 59.6K | Q1 2026OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 1.49% | $6M | 63.6K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 1.47% | $14M | 137.7K | Q1 2026OLDER |
| Sovereign Investment Advisors, LLC$472M AUM | 1.46% | $7M | 69.6K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 1.45% | $3M | 26.6K | Q2 2026 |
| Ascentis Independent Advisors$1.3B AUM | 1.45% | $19M | 193.3K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 1.45% | $12M | 125.5K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 1.43% | $38M | 388.7K | Q2 2026 |
| Ally Invest Advisors Inc.$1.5B AUM | 1.42% | $21M | 213.2K | Q1 2026OLDER |
| Westerkirk Capital Inc.$929M AUM | 1.42% | $13M | 132.7K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 1.41% | $16M | 157.2K | Q1 2026OLDER |
| Forum Private Client Group LLC$300M AUM | 1.41% | $4M | 42.5K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 1.40% | $21M | 209.1K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 1.40% | $9M | 91.7K | Q1 2026OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 1.39% | $183M | 1.84M | Q1 2026OLDER |
| BANK OF HAWAII$1.9B AUM | 1.39% | $26M | 266.9K | Q1 2026OLDER |
| NYL Investors LLC$265M AUM | 1.38% | $4M | 36.9K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 1.38% | $3M | 34.6K | Q1 2026OLDER |
| REICON WEALTH ADVISORS, LLC$132M AUM | 1.37% | $2M | 18.2K | Q1 2026OLDER |
| TrustWell Financial Advisors, LLC$106M AUM | 1.37% | $1M | 14.6K | Q1 2026OLDER |
| Compass Financial Group, Inc.$222M AUM | 1.36% | $3M | 30.4K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 1.36% | $26M | 257.9K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.