ISHARES TR
CUSIP 464287309
Ishares Tr has 2,022 institutional holders in Filings Flow’s 13F database, together reporting 402.62M shares worth $44.5B as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Jpmorgan Chase & Co, and Morgan Stanley.
Institutional Holders
2,022
Q1 2026
Reported Value
$44.5B
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 |
|---|---|---|---|---|
| Stegner Investment Associates Inc.$183M AUM | 38.06% | $69M | 614.3K | Q1 2026OLDER |
| Foundation Wealth Management, LLC$148M AUM | 25.84% | $38M | 338.2K | Q1 2026OLDER |
| ADG Wealth Management Group, LLC$145M AUM | 19.19% | $28M | 245.6K | Q1 2026OLDER |
| hemming& Wealth Management, Inc.$143M AUM | 17.89% | $26M | 226.6K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 15.90% | $24M | 174.8K | Q2 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 14.65% | $42M | 372.2K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 14.49% | $143M | 1.04M | Q2 2026 |
| INSTRUMENTAL WEALTH, LLC$163M AUM | 13.08% | $21M | 188.2K | Q1 2026OLDER |
| TABR Capital Management, LLC$109M AUM | 12.84% | $19M | 156.1K | Q4 2025OLDER |
| Gallagher Capital Advisors, LLC$148M AUM | 12.77% | $20M | 160.3K | Q4 2025OLDER |
| FINANCIAL LIFE ADVISORS$321M AUM | 12.72% | $41M | 361.0K | Q1 2026OLDER |
| Carbahal Olsen Financial Services Group, LLC$125M AUM | 12.47% | $16M | 137.9K | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 12.40% | $35M | 305.3K | Q1 2026OLDER |
| SOFI WEALTH, LLC$2.1B AUM | 12.26% | $254M | 2.25M | Q1 2026OLDER |
| CGC Financial Services, LLC$346M AUM | 11.35% | $39M | 347.3K | Q1 2026OLDER |
| Powell Investment Advisors, LLC$290M AUM | 11.31% | $33M | 290.1K | Q1 2026OLDER |
| Ascent Capital Management, LLC$125M AUM | 11.28% | $14M | 117.0K | Q3 2025OLDER |
| West Wealth Group, LLC$506M AUM | 10.49% | $53M | 469.1K | Q1 2026OLDER |
| SilverOak Wealth Management LLC$632M AUM | 10.14% | $64M | 567.0K | Q1 2026OLDER |
| Saiph Capital, LLC$264M AUM | 9.54% | $25M | 222.8K | Q1 2026OLDER |
| J. Mark Nickell & Co.$207M AUM | 9.22% | $10M | 90.3K | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 8.98% | $57M | 501.1K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 8.98% | $32M | 283.2K | Q1 2026OLDER |
| Hobbs Wealth Management, LLC$101M AUM | 8.89% | $9M | 79.4K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 8.77% | $10M | 90.4K | Q1 2026OLDER |
| EQ LLC$355M AUM | 8.45% | $30M | 265.3K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 8.45% | $20M | 173.4K | Q1 2026OLDER |
| Adaptive Financial Consulting, LLC$261M AUM | 7.83% | $20M | 180.8K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$177M AUM | 7.69% | $14M | 98.8K | Q2 2026 |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 7.53% | $8M | 67.0K | Q1 2026OLDER |
| MA Private Wealth$591M AUM | 7.47% | $44M | 390.3K | Q1 2026OLDER |
| Praetorian Wealth Management, Inc.$580M AUM | 7.43% | $43M | 313.0K | Q2 2026 |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 7.35% | $9M | 78.4K | Q1 2026OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 7.22% | $20M | 147.9K | Q2 2026 |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 7.04% | $7M | 66.3K | Q1 2026OLDER |
| EWA, LLC$548M AUM | 7.00% | $38M | 278.9K | Q2 2026 |
| Polaris Investment Advisors, LLC$156M AUM | 6.98% | $11M | 79.2K | Q2 2026 |
| SWMG, LLC$350M AUM | 6.97% | $24M | 215.9K | Q1 2026OLDER |
| Carl P. Sherr & Co., LLC$213M AUM | 6.94% | $15M | 130.5K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 6.86% | $132M | 1.16M | Q1 2026OLDER |
| Broadview Financial Management, LLC$146M AUM | 6.85% | $10M | 88.7K | Q1 2026OLDER |
| LMG Wealth Partners, LLC$549M AUM | 6.84% | $38M | 331.8K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 6.84% | $13M | 117.9K | Q1 2026OLDER |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 6.73% | $26M | 227.6K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 6.71% | $13M | 118.3K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 6.69% | $23M | 201.7K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 6.51% | $40M | 352.5K | Q1 2026OLDER |
| Elevated Financial Group LLC$308M AUM | 6.44% | $20M | 175.0K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 6.43% | $28M | 248.9K | Q1 2026OLDER |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 6.38% | $12M | 104.1K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 6.14% | $51M | 369.8K | Q2 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 6.13% | $69M | 598.5K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 6.11% | $151M | 1.34M | Q1 2026OLDER |
| CORE WEALTH ADVISORS, LLC$130M AUM | 6.11% | $8M | 70.3K | Q1 2026OLDER |
| Lee-Kelleher Wealth Management$168M AUM | 6.11% | $10M | 90.8K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 6.11% | $18M | 156.9K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 6.09% | $109M | 963.0K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 6.02% | $34M | 296.8K | Q1 2026OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 5.98% | $11M | 92.9K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 5.98% | $29M | 239.3K | Q4 2025OLDER |
| PEOPLES BANK /OH$163M AUM | 5.92% | $10M | 85.2K | Q1 2026OLDER |
| AMARILLO NATIONAL BANK$566M AUM | 5.87% | $33M | 294.0K | Q1 2026OLDER |
| ONE Advisory Partners, LLC$324M AUM | 5.86% | $19M | 168.0K | Q1 2026OLDER |
| Horizon Family Wealth, Inc.$189M AUM | 5.86% | $11M | 98.0K | Q1 2026OLDER |
| Yanni & Associates Investment Advisors, LLC$108M AUM | 5.85% | $6M | 46.1K | Q2 2026 |
| A4 Wealth Advisors LLC$122M AUM | 5.78% | $7M | 62.5K | Q1 2026OLDER |
| Midwest Financial Group LLC$234M AUM | 5.67% | $13M | 117.6K | Q1 2026OLDER |
| ALPHA CAPITAL ADVISORS INC /ADV$105M AUM | 5.67% | $6M | 52.6K | Q1 2026OLDER |
| Lee Financial Co$709M AUM | 5.66% | $40M | 354.5K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 5.62% | $35M | 255.0K | Q2 2026 |
| North Berkeley Wealth Management, LLC$189M AUM | 5.61% | $11M | 93.8K | Q1 2026OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 5.56% | $10M | 70.9K | Q1 2026OLDER |
| ATLANTIC FAMILY WEALTH, LLC$138M AUM | 5.55% | $8M | 67.9K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 5.53% | $10M | 90.8K | Q1 2026OLDER |
| Arch Global Advisors, LLC$192M AUM | 5.52% | $11M | 93.5K | Q1 2026OLDER |
| Kelly Financial Services LLC$467M AUM | 5.48% | $26M | 186.2K | Q2 2026 |
| Daviman Financial, LLC$169M AUM | 5.27% | $9M | 78.8K | Q1 2026OLDER |
| Avid Wealth Partners LLC$212M AUM | 5.16% | $11M | 96.6K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 5.05% | $19M | 169.0K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 5.02% | $21M | 187.3K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 4.99% | $17M | 148.7K | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 4.95% | $10M | 84.8K | Q1 2026OLDER |
| Summit Financial Consulting LLC$140M AUM | 4.94% | $7M | 61.0K | Q1 2026OLDER |
| Planned Solutions, Inc.$306M AUM | 4.87% | $15M | 131.5K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 4.70% | $34M | 262.4K | Q1 2026OLDER |
| Cosner Financial Group, LLC$182M AUM | 4.70% | $9M | 75.6K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 4.60% | $37M | 325.8K | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 4.59% | $6M | 53.5K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 4.59% | $13M | 97.8K | Q2 2026 |
| Security Financial Services, INC.$632M AUM | 4.45% | $28M | 248.8K | Q1 2026OLDER |
| Blue Edge Capital, LLC$753M AUM | 4.43% | $33M | 295.2K | Q2 2026 |
| Austin Private Wealth, LLC$1.3B AUM | 4.42% | $59M | 482.7K | Q4 2025OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 4.38% | $127M | 1.13M | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$174M AUM | 4.37% | $8M | 55.4K | Q2 2026 |
| WIN ADVISORS, INC$219M AUM | 4.37% | $9M | 74.3K | Q3 2025OLDER |
| Frontier Asset Management, LLC$477M AUM | 4.36% | $21M | 183.8K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$223M AUM | 4.34% | $10M | 70.5K | Q2 2026 |
| PAX Financial Group, LLC$586M AUM | 4.33% | $25M | 224.5K | Q1 2026OLDER |
| Meridian Wealth Partners, LLC$729M AUM | 4.23% | $31M | 272.5K | Q1 2026OLDER |
| CROBAN$213M AUM | 4.22% | $9M | 79.3K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 4.22% | $53M | 470.2K | Q1 2026OLDER |
| Coastline Complete Wealth LLC$161M AUM | 4.18% | $7M | 59.6K | Q1 2026OLDER |
| Davis Wealth Advisors, LLC$120M AUM | 4.15% | $5M | 44.2K | Q1 2026OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 4.15% | $94M | 828.7K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 4.12% | $64M | 492.9K | Q1 2026OLDER |
| AtlasMark Financial, Inc$155M AUM | 4.10% | $6M | 51.5K | Q1 2026OLDER |
| Lansing Street Advisors$397M AUM | 4.08% | $16M | 143.2K | Q1 2026OLDER |
| Scissortail Wealth Management, LLC$498M AUM | 4.01% | $20M | 176.2K | Q1 2026OLDER |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 3.93% | $28M | 247.3K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 3.84% | $11M | 93.1K | Q1 2026OLDER |
| SGL Investment Advisors, Inc.$266M AUM | 3.83% | $10M | 74.9K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 3.82% | $7M | 50.4K | Q2 2026 |
| Elevation Capital Advisory, LLC$235M AUM | 3.82% | $10M | 79.2K | Q3 2025OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 3.76% | $9M | 66.7K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 3.76% | $30M | 266.2K | Q1 2026OLDER |
| FIRST HAWAIIAN BANK$790M AUM | 3.76% | $30M | 216.0K | Q2 2026 |
| Transcendent Capital Group LLC$219M AUM | 3.73% | $8M | 72.4K | Q1 2026OLDER |
| Chatterton & Associates Inc.$143M AUM | 3.72% | $5M | 44.2K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 3.64% | $4M | 41.2K | Q2 2026 |
| MCMORGAN & CO LLC$618M AUM | 3.59% | $22M | 196.3K | Q1 2026OLDER |
| M1 Capital Management LLC$217M AUM | 3.58% | $8M | 68.6K | Q1 2026OLDER |
| Keenan, LLC$119M AUM | 3.56% | $4M | 37.6K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 3.48% | $13M | 118.5K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 3.44% | $57M | 501.6K | Q1 2026OLDER |
| TME FINANCIAL, INC.$144M AUM | 3.40% | $5M | 43.3K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 3.39% | $10M | 92.7K | Q1 2026OLDER |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 3.33% | $6M | 45.8K | Q2 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 3.33% | $24M | 211.4K | Q1 2026OLDER |
| Sterling Group Wealth Management, LLC$211M AUM | 3.32% | $7M | 62.1K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 3.29% | $7M | 60.1K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 3.28% | $4M | 34.6K | Q2 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 3.19% | $258M | 2.28M | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 3.19% | $26M | 226.4K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 3.12% | $11M | 98.9K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 3.10% | $6M | 54.0K | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 3.08% | $7M | 59.7K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 3.07% | $4M | 35.1K | Q1 2026OLDER |
| Laurel Wealth Planning LLC$190M AUM | 3.02% | $6M | 50.6K | Q1 2026OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 3.01% | $31M | 271.7K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 2.98% | $7M | 54.9K | Q3 2025OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 2.98% | $8M | 71.3K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 2.95% | $30M | 266.3K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 2.95% | $9M | 82.9K | Q1 2026OLDER |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 2.93% | $57M | 502.8K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 2.93% | $27M | 239.1K | Q1 2026OLDER |
| J.M. Arbour, LLC$104M AUM | 2.91% | $3M | 26.8K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 2.90% | $13M | 112.7K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 2.89% | $17M | 146.1K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 2.87% | $83M | 732.5K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 2.85% | $8M | 67.8K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 2.78% | $10M | 83.7K | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 2.76% | $14M | 120.1K | Q1 2026OLDER |
| Tilson Financial Group, Inc.$333M AUM | 2.76% | $9M | 81.4K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 2.72% | $26M | 233.4K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 2.72% | $7M | 58.9K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 2.70% | $10M | 87.9K | Q1 2026OLDER |
| Perkins Coie Trust Co$603M AUM | 2.67% | $16M | 117.2K | Q2 2026 |
| Guardian Wealth Advisors, LLC$174M AUM | 2.67% | $5M | 41.1K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 2.65% | $24M | 212.3K | Q1 2026OLDER |
| PINKERTON WEALTH, LLC$1.1B AUM | 2.63% | $29M | 234.3K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 2.63% | $4M | 34.0K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 2.62% | $36M | 263.5K | Q2 2026 |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 2.62% | $7M | 63.1K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 2.62% | $3M | 26.2K | Q1 2026OLDER |
| Watts Gwilliam & Co., LLC$620M AUM | 2.61% | $16M | 134.2K | Q3 2025OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 2.61% | $9M | 80.5K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 2.59% | $10M | 91.1K | Q1 2026OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 2.58% | $5M | 46.6K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 2.57% | $10M | 89.3K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 2.55% | $17M | 153.3K | Q1 2026OLDER |
| Adirondack Capital Advisors, LLC$156M AUM | 2.54% | $4M | 34.9K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 2.49% | $5M | 35.3K | Q2 2026 |
| Expressive Wealth LLC$105M AUM | 2.49% | $3M | 19.4K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 2.43% | $25M | 217.9K | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 2.37% | $2M | 22.0K | Q1 2026OLDER |
| Next Capital Management LLC$330M AUM | 2.33% | $8M | 67.9K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 2.31% | $5M | 38.8K | Q1 2026OLDER |
| Legacy Financial Group LLC$795M AUM | 2.30% | $18M | 161.8K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 2.30% | $16M | 144.1K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 2.29% | $413M | 3.65M | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 2.26% | $5M | 40.8K | Q2 2026 |
| Sage Investment Advisers LLC$149M AUM | 2.25% | $3M | 24.3K | Q2 2026 |
| BUSH INVESTMENT GROUP, LLC$179M AUM | 2.24% | $4M | 32.5K | Q1 2026OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 2.24% | $19M | 167.0K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 2.23% | $3M | 22.7K | Q1 2026OLDER |
| INVESTMENT PARTNERS, LTD.$281M AUM | 2.21% | $6M | 55.0K | Q1 2026OLDER |
| Resolute Wealth Strategies, LLC$232M AUM | 2.19% | $5M | 44.9K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 2.12% | $27M | 224.4K | Q3 2025OLDER |
| Gallacher Capital Management LLC$261M AUM | 2.11% | $5M | 48.6K | Q1 2026OLDER |
| Madrid Wealth Management, LLC$133M AUM | 2.08% | $3M | 24.3K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 2.06% | $4M | 35.5K | Q3 2025OLDER |
| Net Worth Advisory Group$482M AUM | 2.05% | $10M | 87.4K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 2.05% | $8M | 68.1K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 2.04% | $11M | 88.0K | Q3 2025OLDER |
| HILLTOP WEALTH ADVISORS, LLC$167M AUM | 2.02% | $3M | 29.8K | Q1 2026OLDER |
| Sovereign Investment Advisors, LLC$472M AUM | 2.01% | $9M | 83.8K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 2.01% | $7M | 58.2K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 1.98% | $305M | 2.69M | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 1.96% | $3M | 23.2K | Q4 2025OLDER |
| PKS Advisory Services, LLC$430M AUM | 1.96% | $8M | 74.4K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 1.95% | $18M | 154.9K | Q1 2026OLDER |
| Private Wealth Advisors, LLC$356M AUM | 1.94% | $7M | 60.9K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 1.94% | $4M | 33.5K | Q1 2026OLDER |
| CWC Advisors, LLC.$210M AUM | 1.92% | $4M | 35.6K | Q1 2026OLDER |
| Nolet Wealth Management, LLC$176M AUM | 1.86% | $3M | 29.0K | Q1 2026OLDER |
| FLAGSTAR SECURITIES, INC$331M AUM | 1.85% | $6M | 44.6K | Q2 2026 |
| MFA Wealth Services$151M AUM | 1.85% | $3M | 24.7K | Q1 2026OLDER |
| Gray Private Wealth, LLC$199M AUM | 1.85% | $4M | 32.5K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 1.84% | $2M | 15.4K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 1.84% | $8M | 55.8K | Q2 2026 |
| ELEMENT POINTE ADVISORS, LLC$530M AUM | 1.83% | $10M | 85.7K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 1.82% | $30M | 265.8K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 1.81% | $17M | 146.6K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 1.81% | $3M | 23.2K | Q4 2025OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 1.79% | $3M | 30.7K | Q1 2026OLDER |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 1.78% | $4M | 33.6K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 1.77% | $11M | 101.4K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 1.76% | $15M | 135.9K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 1.75% | $5M | 44.0K | Q1 2026OLDER |
| EWG Elevate Inc.$320M AUM | 1.75% | $6M | 46.5K | Q3 2025OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 1.75% | $3M | 25.9K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 1.73% | $2M | 22.1K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 1.73% | $6M | 51.0K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 1.73% | $4M | 31.6K | Q1 2026OLDER |
| United Bank$301M AUM | 1.70% | $5M | 45.2K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 1.70% | $3M | 25.0K | Q3 2025OLDER |
| THEORY FINANCIAL LLC$285M AUM | 1.69% | $5M | 42.6K | Q1 2026OLDER |
| Helium Advisors LLC$105M AUM | 1.68% | $2M | 15.6K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 1.68% | $40M | 353.9K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 1.68% | $4M | 35.0K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 1.67% | $19M | 140.4K | Q2 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV$116M AUM | 1.66% | $2M | 17.1K | Q1 2026OLDER |
| Rodgers & Associates, LTD$982M AUM | 1.66% | $16M | 143.7K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 1.65% | $9M | 65.6K | Q2 2026 |
| St. Clair Advisors, LLC$389M AUM | 1.65% | $6M | 46.7K | Q2 2026 |
| Trust Point Inc.$1.2B AUM | 1.65% | $19M | 141.1K | Q2 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 1.65% | $5M | 43.8K | Q1 2026OLDER |
| Redwood Wealth Management Group, LLC$232M AUM | 1.64% | $4M | 33.6K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 1.64% | $253M | 2.24M | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 1.63% | $2M | 21.8K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 1.63% | $18M | 159.0K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 1.62% | $4M | 34.1K | Q2 2026 |
| WealthTrak Capital Management LLC$140M AUM | 1.61% | $2M | 20.0K | Q1 2026OLDER |
| Coign Capital Advisors LLC$190M AUM | 1.60% | $3M | 27.0K | Q1 2026OLDER |
| Lighthouse Financial LLC$166M AUM | 1.60% | $3M | 23.4K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 1.60% | $2M | 17.6K | Q4 2025OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 1.58% | $5M | 41.2K | Q1 2026OLDER |
| Camarda Financial Advisors, LLC$190M AUM | 1.58% | $3M | 26.6K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 1.58% | $14M | 123.5K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 1.56% | $5M | 45.5K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 1.55% | $4M | 34.8K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 1.55% | $16M | 141.7K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 1.54% | $16M | 143.4K | Q1 2026OLDER |
| TSG Advice Partners, LLC$667M AUM | 1.54% | $10M | 90.6K | Q1 2026OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 1.52% | $2M | 17.1K | Q1 2026OLDER |
| Financial Advisors Network, Inc.$724M AUM | 1.52% | $11M | 97.2K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 1.52% | $443M | 3.91M | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 1.51% | $3M | 27.6K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 1.51% | $2M | 20.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 1.49% | $5.6B | 49.32M | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 1.48% | $22M | 167.6K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 1.48% | $3M | 24.7K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 1.47% | $3M | 30.9K | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 1.47% | $18M | 156.1K | Q1 2026OLDER |
| Compton Wealth Advisory Group, LLC$449M AUM | 1.46% | $7M | 57.0K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 1.45% | $3M | 29.5K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 1.44% | $13M | 113.1K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 1.44% | $8M | 75.1K | Q1 2026OLDER |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM | 1.44% | $6M | 50.8K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 1.43% | $7M | 59.9K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 1.43% | $3M | 24.4K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 1.42% | $8M | 72.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 1.42% | $540M | 4.78M | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 1.41% | $6M | 50.7K | Q1 2026OLDER |
| BCU Wealth Advisors, LLC$301M AUM | 1.40% | $4M | 30.7K | Q2 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 1.38% | $105M | 762.3K | Q2 2026 |
| Capital Investment Management, Inc.$291M AUM | 1.37% | $4M | 35.4K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 1.37% | $2M | 17.9K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 1.36% | $4M | 31.3K | Q3 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 1.36% | $49M | 432.3K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 1.35% | $37M | 323.0K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 1.35% | $2M | 21.8K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 1.35% | $17M | 132.3K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 1.34% | $3M | 19.7K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 1.34% | $7M | 58.3K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 1.34% | $7M | 61.3K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 1.34% | $438M | 3.87M | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 1.34% | $58M | 508.5K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 1.33% | $4M | 36.2K | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 1.32% | $9M | 80.3K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 1.31% | $21M | 183.4K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 1.30% | $3M | 29.1K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 1.29% | $20M | 144.7K | Q2 2026 |
| StoneCrest Wealth Management, Inc.$313M AUM | 1.28% | $4M | 29.1K | Q2 2026 |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 1.28% | $2M | 18.1K | Q1 2026OLDER |
| Dominguez Wealth Management Solutions, Inc.$181M AUM | 1.25% | $2M | 16.5K | Q2 2026 |
| MSH Capital Advisors LLC$472M AUM | 1.25% | $6M | 52.1K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 1.24% | $23M | 206.6K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 1.24% | $33M | 288.4K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 1.23% | $4M | 35.3K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 1.23% | $2M | 13.5K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 1.22% | $2M | 13.7K | Q4 2025OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 1.21% | $19M | 171.8K | Q2 2026 |
| Axis Wealth Partners, LLC$188M AUM | 1.21% | $2M | 20.1K | Q1 2026OLDER |
| SeaBridge Investment Advisors LLC$591M AUM | 1.20% | $7M | 59.1K | Q4 2025OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 1.20% | $10M | 83.2K | Q3 2025OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 1.19% | $8M | 64.8K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 1.19% | $26M | 230.1K | Q1 2026OLDER |
| C2C Wealth Management, LLC$128M AUM | 1.19% | $2M | 11.1K | Q2 2026 |
| First Citizens Financial Corp$239M AUM | 1.19% | $3M | 20.6K | Q2 2026 |
| Embree Financial Group$849M AUM | 1.18% | $10M | 88.8K | Q1 2026OLDER |
| OFC FINANCIAL PLANNING, LLC$102M AUM | 1.18% | $1M | 10.6K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 1.17% | $6M | 56.0K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 1.16% | $68M | 592.9K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 1.14% | $2M | 19.8K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 1.12% | $17M | 153.4K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 1.12% | $2M | 15.5K | Q1 2026OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 1.11% | $3M | 20.7K | Q2 2026 |
| Apeiron RIA LLC$431M AUM | 1.11% | $5M | 42.2K | Q1 2026OLDER |
| UNITED BANK$781M AUM | 1.10% | $9M | 76.2K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 1.10% | $19M | 168.9K | Q1 2026OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 1.10% | $29M | 255.6K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 1.09% | $145M | 1.29M | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 1.09% | $2M | 17.5K | Q1 2026OLDER |
| Stordahl Capital Management, Inc.$486M AUM | 1.08% | $5M | 46.4K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 1.07% | $12M | 105.8K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 1.07% | $4M | 39.6K | Q1 2026OLDER |
| Renasant Bank$141M AUM | 1.06% | $2M | 13.3K | Q1 2026OLDER |
| BEACON ADVISORS HOLDINGS, LLC$187M AUM | 1.06% | $2M | 17.6K | Q1 2026OLDER |
| ROGCO, LP$300M AUM | 1.06% | $3M | 28.1K | Q1 2026OLDER |
| POWER WEALTH MANAGEMENT LLC$269M AUM | 1.06% | $3M | 25.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 1.05% | $377M | 3.34M | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 1.04% | $5M | 36.8K | Q2 2026 |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 1.04% | $12M | 104.9K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 1.03% | $1M | 9.3K | Q1 2026OLDER |
| Bouvel Investment Partners, LLC$345M AUM | 1.02% | $4M | 31.2K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 1.02% | $6M | 45.6K | Q2 2026 |
| Baron Wealth Management LLC$386M AUM | 1.02% | $4M | 28.6K | Q2 2026 |
| Busey Bank$3.7B AUM | 1.01% | $37M | 329.6K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 1.01% | $27M | 235.4K | Q2 2026 |
| Cornerstone Planning Group LLC$749M AUM | 1.00% | $8M | 57.3K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.99% | $49M | 434.2K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.98% | $5M | 38.4K | Q3 2025OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.98% | $4M | 32.3K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.98% | $6M | 52.5K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 0.98% | $1M | 10.7K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 0.94% | $13M | 95.5K | Q2 2026 |
| Bawa N Mallick Trust$244M AUM | 0.94% | $2M | 20.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.93% | $60M | 532.8K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.93% | $3M | 31.4K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 0.92% | $3M | 24.9K | Q2 2026 |
| Catalina Capital Group, LLC$168M AUM | 0.92% | $2M | 13.6K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.92% | $35M | 257.6K | Q2 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.92% | $56M | 496.2K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.91% | $22M | 196.1K | Q1 2026OLDER |
| Lakeshore Financial Planning, Inc.$276M AUM | 0.91% | $2M | 22.1K | Q1 2026OLDER |
| Mason & Associates, LLC$437M AUM | 0.90% | $4M | 34.8K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 0.90% | $2M | 16.2K | Q2 2026 |
| BridgePort Financial Solutions, LLC$353M AUM | 0.90% | $3M | 28.0K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.90% | $16M | 141.5K | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.88% | $2M | 13.4K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.88% | $12M | 108.4K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.87% | $29M | 209.0K | Q2 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.87% | $33M | 239.3K | Q2 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.86% | $13M | 119.0K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.86% | $72M | 636.4K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.86% | $159M | 1.41M | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.86% | $156M | 1.37M | Q1 2026OLDER |
| McDonough Capital Management, Inc$183M AUM | 0.86% | $2M | 13.8K | Q1 2026OLDER |
| FORTRESS FINANCIAL GROUP, LLC$135M AUM | 0.85% | $1M | 10.2K | Q1 2026OLDER |
| TEXAS CAPITAL BANCSHARES INC/TX$254M AUM | 0.85% | $2M | 17.9K | Q3 2025OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.84% | $1M | 12.8K | Q1 2026OLDER |
| LTG Capital LLC$131M AUM | 0.84% | $1M | 9.7K | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 0.83% | $2M | 16.0K | Q4 2025OLDER |
| MBA Advisors LLC$260M AUM | 0.83% | $2M | 19.0K | Q1 2026OLDER |
| LifeSteps Financial, Inc.$158M AUM | 0.83% | $1M | 11.5K | Q1 2026OLDER |
| PACK Private Wealth, LLC$218M AUM | 0.82% | $2M | 15.9K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.82% | $4M | 28.0K | Q2 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.82% | $5M | 41.1K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.82% | $9M | 75.9K | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.81% | $13M | 118.0K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.81% | $34M | 315.6K | Q4 2025OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.81% | $7M | 57.8K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.81% | $6M | 56.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.80% | $39M | 343.2K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.80% | $6M | 50.8K | Q1 2026OLDER |
| Dorsey Wright & Associates$807M AUM | 0.80% | $6M | 57.0K | Q1 2026OLDER |
| NorthLanding Financial Partners, LLC$124M AUM | 0.80% | $989,936 | 8.8K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.80% | $67M | 593.5K | Q1 2026OLDER |
| Bucket List Wealth Management, LLC$166M AUM | 0.80% | $1M | 11.7K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.79% | $10M | 90.7K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.79% | $14M | 119.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.79% | $154M | 1.36M | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.78% | $4M | 32.4K | Q1 2026OLDER |
| Corundum Group, Inc.$299M AUM | 0.77% | $2M | 20.5K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 0.77% | $2M | 20.5K | Q1 2026OLDER |
| VERUS WEALTH MANAGEMENT, LLC$108M AUM | 0.77% | $833,394 | 7.4K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.77% | $17M | 153.1K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.77% | $20M | 174.7K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.77% | $17M | 154.0K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.77% | $125M | 1.11M | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.77% | $5M | 42.9K | Q1 2026OLDER |
| Semus Wealth Partners LLC$179M AUM | 0.76% | $1M | 12.1K | Q1 2026OLDER |
| Great Point Wealth Advisors, LLC$542M AUM | 0.76% | $4M | 36.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.76% | $825M | 7.29M | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.76% | $13M | 118.9K | Q1 2026OLDER |
| SHEPHERD KAPLAN KROCHUK, LLC$119M AUM | 0.75% | $897,968 | 7.9K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.75% | $32M | 279.7K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.75% | $7M | 64.7K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 0.75% | $3M | 27.0K | Q4 2025OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 0.75% | $1M | 9.7K | Q1 2026OLDER |
| Taylor Financial Group, Inc.$165M AUM | 0.74% | $1M | 10.9K | Q1 2026OLDER |
| Peterson Wealth Advisors, LLC$752M AUM | 0.74% | $6M | 49.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.74% | $206M | 1.82M | Q2 2026 |
| MidFirst Bank$1.2B AUM | 0.74% | $9M | 79.4K | Q1 2026OLDER |
| REDW Wealth LLC$251M AUM | 0.74% | $2M | 16.5K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.74% | $2M | 19.0K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.74% | $66M | 584.2K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.74% | $2M | 15.5K | Q1 2026OLDER |
| Three Seasons Wealth, LLC$262M AUM | 0.74% | $2M | 17.1K | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.73% | $9M | 77.1K | Q1 2026OLDER |
| LPWM LLC$396M AUM | 0.73% | $3M | 25.6K | Q1 2026OLDER |
| Towerpoint Wealth, LLC$289M AUM | 0.73% | $2M | 15.4K | Q2 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.73% | $24M | 208.7K | Q1 2026OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.72% | $10M | 85.3K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.72% | $2M | 14.5K | Q1 2026OLDER |
| Decker Wealth Management LLC$456M AUM | 0.71% | $3M | 26.4K | Q1 2026OLDER |
| COFG Advisors, LLC$404M AUM | 0.71% | $3M | 25.5K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.71% | $1M | 10.4K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.71% | $30M | 263.8K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.71% | $125M | 1.11M | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.70% | $3M | 20.8K | Q2 2026 |
| Ascent Wealth Partners, LLC$860M AUM | 0.70% | $6M | 53.3K | Q1 2026OLDER |
| Faithward Advisors, LLC$701M AUM | 0.70% | $5M | 43.4K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.70% | $48M | 422.1K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.69% | $1M | 12.0K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.69% | $3M | 22.5K | Q1 2026OLDER |
| Hudson Capital Management LLC$387M AUM | 0.69% | $3M | 23.5K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.69% | $936,126 | 6.8K | Q2 2026 |
| McHugh Group, LLC$169M AUM | 0.69% | $1M | 10.3K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.68% | $746,440 | 6.6K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.68% | $31M | 275.9K | Q1 2026OLDER |
| DURANTE & WATERS, LLC$138M AUM | 0.68% | $938,813 | 8.3K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 0.67% | $4M | 36.9K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.67% | $1M | 10.5K | Q1 2026OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 0.67% | $11M | 105.0K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.67% | $6M | 52.7K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.66% | $1M | 12.7K | Q1 2026OLDER |
| Processus Wealth & Capital Management, LLC$147M AUM | 0.66% | $972,067 | 8.6K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 0.66% | $4M | 28.4K | Q2 2026 |
| Chancellor Financial Group WB LP$141M AUM | 0.66% | $925,853 | 8.2K | Q1 2026OLDER |
| Kessler Investment Group, LLC$234M AUM | 0.65% | $2M | 11.1K | Q2 2026 |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 0.65% | $2M | 15.1K | Q2 2026 |
| Vigil Wealth Management, LLC$124M AUM | 0.65% | $802,063 | 7.1K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.65% | $5M | 43.3K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.65% | $4M | 33.5K | Q3 2025OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.64% | $8M | 71.9K | Q1 2026OLDER |
| Atlatl Advisers LLC$135M AUM | 0.64% | $867,327 | 7.7K | Q1 2026OLDER |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 0.64% | $1M | 12.0K | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.63% | $2M | 19.1K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.63% | $1M | 10.1K | Q1 2026OLDER |
| ASL Financial, LLC$125M AUM | 0.63% | $790,300 | 7.0K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.63% | $862,133 | 7.6K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.63% | $2M | 13.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.63% | $2.4B | 20.89M | Q1 2026OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 0.63% | $5M | 41.9K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.63% | $2M | 20.2K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.62% | $20M | 146.0K | Q2 2026 |
| Vantage Point Financial LLC$285M AUM | 0.62% | $2M | 15.6K | Q1 2026OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.62% | $3M | 29.0K | Q1 2026OLDER |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC$232M AUM | 0.62% | $1M | 12.6K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.61% | $2M | 17.6K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.61% | $2M | 16.6K | Q1 2026OLDER |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 0.61% | $636,923 | 5.6K | Q1 2026OLDER |
| BARINGS LLC$6.2B AUM | 0.61% | $33M | 269.0K | Q4 2025OLDER |
| Curry Webb Wealth Management LLC$202M AUM | 0.61% | $1M | 10.0K | Q2 2026 |
| GenWealth Group, Inc.$584M AUM | 0.61% | $4M | 31.5K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.61% | $3M | 23.5K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.61% | $6M | 49.0K | Q1 2026OLDER |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 0.61% | $756,706 | 6.7K | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 0.61% | $731,537 | 6.5K | Q1 2026OLDER |
| Bedminster, LLC$107M AUM | 0.61% | $651,174 | 5.8K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.61% | $1M | 11.5K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.60% | $875,924 | 7.7K | Q1 2026OLDER |
| Mattern Wealth Management LLC$513M AUM | 0.60% | $3M | 27.3K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.60% | $4M | 38.6K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.59% | $33M | 288.5K | Q1 2026OLDER |
| GatePass Capital, LLC$214M AUM | 0.59% | $1M | 11.2K | Q1 2026OLDER |
| ETF Portfolio Partners, Inc.$381M AUM | 0.59% | $2M | 19.8K | Q1 2026OLDER |
| Oxinas Partners, LLC$254M AUM | 0.59% | $1M | 10.8K | Q2 2026 |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.58% | $8M | 66.4K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.58% | $21M | 187.3K | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 0.58% | $2M | 17.6K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.58% | $2M | 20.1K | Q1 2026OLDER |
| Town Capital LLC$124M AUM | 0.57% | $709,087 | 6.3K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.57% | $32M | 261.9K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.57% | $538M | 4.75M | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.57% | $46M | 410.2K | Q1 2026OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 0.57% | $967,654 | 8.6K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.57% | $53M | 471.8K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.