ISHARES TR
CUSIP 464287408
Ishares Tr has 1,689 institutional holders in Filings Flow’s 13F database, together reporting 185.28M shares worth $37.8B as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Jpmorgan Chase & Co, and Morgan Stanley.
Institutional Holders
1,689
Q1 2026
Reported Value
$37.8B
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 |
|---|---|---|---|---|
| Foundation Wealth Management, LLC$148M AUM | 25.98% | $38M | 182.2K | Q1 2026OLDER |
| HOME FEDERAL BANK OF TENNESSEE$400M AUM | 20.35% | $81M | 385.3K | Q1 2026OLDER |
| LPWM LLC$396M AUM | 17.68% | $70M | 331.9K | Q1 2026OLDER |
| Thoma Capital Management LLC$169M AUM | 15.10% | $26M | 120.9K | Q1 2026OLDER |
| ADG Wealth Management Group, LLC$145M AUM | 13.91% | $20M | 95.3K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 13.29% | $131M | 576.0K | Q2 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 12.62% | $36M | 171.7K | Q1 2026OLDER |
| Gallagher Capital Advisors, LLC$148M AUM | 12.41% | $18M | 158.6K | Q1 2026OLDER |
| Powell Investment Advisors, LLC$290M AUM | 11.50% | $33M | 158.0K | Q1 2026OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 11.32% | $22M | 106.0K | Q1 2026OLDER |
| FINANCIAL LIFE ADVISORS$321M AUM | 10.98% | $35M | 167.0K | Q1 2026OLDER |
| Hobbs Wealth Management, LLC$101M AUM | 10.85% | $11M | 51.9K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 10.25% | $20M | 96.8K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 10.24% | $52M | 245.3K | Q1 2026OLDER |
| Cosner Financial Group, LLC$182M AUM | 10.06% | $18M | 86.8K | Q1 2026OLDER |
| SOFI WEALTH, LLC$2.1B AUM | 9.97% | $207M | 980.0K | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 9.94% | $63M | 297.2K | Q1 2026OLDER |
| AMARILLO NATIONAL BANK$566M AUM | 9.90% | $56M | 265.5K | Q1 2026OLDER |
| INSTRUMENTAL WEALTH, LLC$163M AUM | 9.29% | $15M | 71.5K | Q1 2026OLDER |
| M1 Capital Management LLC$217M AUM | 9.00% | $20M | 92.5K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 7.88% | $151M | 716.7K | Q1 2026OLDER |
| hemming& Wealth Management, Inc.$143M AUM | 7.81% | $11M | 53.0K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 7.61% | $26M | 122.9K | Q1 2026OLDER |
| Broadview Financial Management, LLC$146M AUM | 7.49% | $11M | 52.0K | Q1 2026OLDER |
| EWA, LLC$441M AUM | 7.45% | $33M | 155.6K | Q1 2026OLDER |
| Strategic Point Investment Advisors, LLC$767M AUM | 7.39% | $57M | 249.9K | Q2 2026 |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 7.24% | $7M | 34.5K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 7.16% | $35M | 166.8K | Q4 2025OLDER |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 7.16% | $27M | 129.8K | Q1 2026OLDER |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 7.16% | $9M | 40.9K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 6.89% | $171M | 808.5K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 6.82% | $8M | 39.5K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 6.71% | $37M | 177.2K | Q1 2026OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 6.48% | $11M | 53.9K | Q1 2026OLDER |
| IRONWOOD WEALTH MANAGEMENT, INC.$223M AUM | 6.41% | $14M | 65.9K | Q1 2026OLDER |
| Daviman Financial, LLC$169M AUM | 6.40% | $11M | 51.3K | Q1 2026OLDER |
| Saiph Capital, LLC$264M AUM | 6.34% | $17M | 79.3K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 6.27% | $15M | 69.0K | Q1 2026OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 6.22% | $44M | 209.3K | Q1 2026OLDER |
| ONE Advisory Partners, LLC$324M AUM | 6.09% | $20M | 93.5K | Q1 2026OLDER |
| Kelly Financial Services LLC$414M AUM | 6.06% | $25M | 119.1K | Q1 2026OLDER |
| SWMG, LLC$350M AUM | 6.00% | $21M | 99.5K | Q1 2026OLDER |
| DDFG, Inc$464M AUM | 5.58% | $26M | 122.7K | Q1 2026OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 5.49% | $9M | 37.8K | Q2 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 5.39% | $253M | 1.20M | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 5.36% | $10M | 49.2K | Q1 2026OLDER |
| Yanni & Associates Investment Advisors, LLC$108M AUM | 5.28% | $6M | 25.2K | Q2 2026 |
| PAX Financial Group, LLC$586M AUM | 5.22% | $31M | 144.9K | Q1 2026OLDER |
| Elevated Financial Group LLC$308M AUM | 5.22% | $16M | 76.0K | Q1 2026OLDER |
| Carbahal Olsen Financial Services Group, LLC$125M AUM | 5.21% | $7M | 30.9K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 5.20% | $70M | 329.7K | Q4 2025OLDER |
| AtlasMark Financial, Inc$155M AUM | 5.14% | $8M | 37.6K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 5.03% | $14M | 65.2K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 5.03% | $22M | 104.3K | Q1 2026OLDER |
| Praetorian Wealth Management, Inc.$580M AUM | 5.00% | $29M | 127.8K | Q2 2026 |
| Adirondack Capital Advisors, LLC$156M AUM | 4.91% | $8M | 36.2K | Q1 2026OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 4.82% | $14M | 59.8K | Q2 2026 |
| Advocacy Wealth Management, LLC$2.3B AUM | 4.77% | $108M | 510.6K | Q1 2026OLDER |
| Scissortail Wealth Management, LLC$498M AUM | 4.71% | $23M | 111.0K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 4.68% | $34M | 155.1K | Q1 2026OLDER |
| Davis Wealth Advisors, LLC$120M AUM | 4.60% | $6M | 26.2K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 4.47% | $28M | 133.7K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 4.41% | $28M | 121.1K | Q2 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 4.36% | $55M | 260.3K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 4.34% | $36M | 158.4K | Q2 2026 |
| Calamos Wealth Management LLC$2.9B AUM | 4.33% | $126M | 596.4K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 4.32% | $13M | 55.7K | Q2 2026 |
| Waterway Wealth Management, LLC$452M AUM | 4.16% | $19M | 131.7K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 4.14% | $16M | 75.7K | Q1 2026OLDER |
| Nvest Financial, LLC$268M AUM | 4.12% | $11M | 52.4K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 4.09% | $5M | 23.1K | Q2 2026 |
| Pandora Wealth, Inc.$165M AUM | 4.08% | $7M | 31.7K | Q4 2025OLDER |
| Astoria Strategic Wealth, Inc.$394M AUM | 4.05% | $16M | 75.6K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 3.97% | $29M | 135.2K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 3.95% | $61M | 275.4K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 3.95% | $11M | 53.1K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 3.90% | $12M | 57.2K | Q1 2026OLDER |
| Chatterton & Associates Inc.$143M AUM | 3.88% | $6M | 25.5K | Q1 2026OLDER |
| Lansing Street Advisors$397M AUM | 3.76% | $15M | 70.6K | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 3.62% | $8M | 37.6K | Q1 2026OLDER |
| Watts Gwilliam & Co., LLC$620M AUM | 3.61% | $22M | 108.2K | Q3 2025OLDER |
| Ironwood Financial, llc$573M AUM | 3.57% | $20M | 96.9K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 3.56% | $29M | 135.2K | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 3.56% | $5M | 22.2K | Q1 2026OLDER |
| Valor Advisors LLC$119M AUM | 3.53% | $4M | 19.8K | Q2 2026 |
| BLALOCK WILLIAMS, LLC$129M AUM | 3.53% | $5M | 21.6K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 3.52% | $39M | 186.0K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 3.49% | $12M | 57.6K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 3.48% | $62M | 295.2K | Q1 2026OLDER |
| QUEST INVESTMENT MANAGEMENT LLC$857M AUM | 3.45% | $32M | 150.8K | Q4 2025OLDER |
| One Wealth Advisors, LLC$803M AUM | 3.43% | $28M | 130.6K | Q1 2026OLDER |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 3.41% | $6M | 28.3K | Q2 2026 |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 3.40% | $27M | 128.8K | Q1 2026OLDER |
| SilverOak Wealth Management LLC$632M AUM | 3.34% | $21M | 99.9K | Q1 2026OLDER |
| BANK OF STOCKTON$323M AUM | 3.31% | $11M | 50.7K | Q1 2026OLDER |
| Berkshire Money Management, Inc.$976M AUM | 3.26% | $32M | 150.9K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 3.25% | $10M | 48.9K | Q1 2026OLDER |
| J.M. Arbour, LLC$104M AUM | 3.24% | $3M | 16.0K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 3.17% | $6M | 29.3K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 3.15% | $12M | 55.0K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 3.14% | $19M | 82.0K | Q2 2026 |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 3.14% | $3M | 15.8K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 3.11% | $31M | 149.0K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 3.10% | $3M | 17.9K | Q2 2026 |
| Barnes Wealth Management Group, Inc$197M AUM | 3.10% | $6M | 28.9K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 3.08% | $13M | 61.6K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 3.06% | $6M | 26.9K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 3.06% | $7M | 35.5K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 3.05% | $42M | 198.9K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 3.04% | $6M | 24.3K | Q2 2026 |
| BETO FINANCIAL GROUP, LLC$171M AUM | 3.01% | $5M | 23.0K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 2.98% | $8M | 38.4K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 2.93% | $12M | 55.1K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 2.91% | $84M | 398.5K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 2.91% | $235M | 1.11M | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 2.85% | $11M | 53.3K | Q1 2026OLDER |
| Lighthouse Financial LLC$166M AUM | 2.83% | $5M | 22.2K | Q1 2026OLDER |
| PEOPLES BANK /OH$163M AUM | 2.80% | $5M | 21.6K | Q1 2026OLDER |
| Anson Capital, Inc.$146M AUM | 2.79% | $4M | 19.3K | Q1 2026OLDER |
| Sage Investment Advisers LLC$149M AUM | 2.79% | $4M | 18.2K | Q2 2026 |
| MCMORGAN & CO LLC$618M AUM | 2.67% | $16M | 78.1K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 2.65% | $6M | 28.5K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 2.64% | $26M | 121.2K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 2.64% | $32M | 149.6K | Q1 2026OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 2.62% | $16M | 76.3K | Q3 2025OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 2.62% | $6M | 28.2K | Q3 2025OLDER |
| 5T Wealth, LLC$253M AUM | 2.58% | $7M | 30.9K | Q1 2026OLDER |
| Legacy Financial Group LLC$795M AUM | 2.57% | $20M | 96.8K | Q1 2026OLDER |
| HILLTOP WEALTH ADVISORS, LLC$167M AUM | 2.57% | $4M | 20.3K | Q1 2026OLDER |
| Guardian Wealth Advisors, LLC$174M AUM | 2.53% | $4M | 20.9K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 2.51% | $454M | 2.15M | Q1 2026OLDER |
| FIRST HAWAIIAN BANK$715M AUM | 2.51% | $18M | 84.9K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 2.48% | $9M | 44.3K | Q1 2026OLDER |
| BUSH INVESTMENT GROUP, LLC$179M AUM | 2.48% | $4M | 20.9K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 2.48% | $41M | 194.0K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 2.46% | $22M | 105.5K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 2.45% | $17M | 79.1K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 2.40% | $17M | 80.4K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 2.39% | $26M | 125.4K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 2.37% | $22M | 103.9K | Q1 2026OLDER |
| STERLING INVESTMENT ADVISORS LLC /ADV$223M AUM | 2.34% | $5M | 23.0K | Q2 2026 |
| Ascent Capital Management, LLC$125M AUM | 2.34% | $3M | 14.2K | Q3 2025OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 2.30% | $15M | 70.5K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 2.30% | $8M | 35.7K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 2.27% | $11M | 51.9K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 2.26% | $15M | 72.6K | Q1 2026OLDER |
| CLEAR WAVE WEALTH MANAGEMENT LLC$463M AUM | 2.24% | $10M | 49.2K | Q1 2026OLDER |
| Clarus Wealth Advisors$235M AUM | 2.19% | $5M | 24.2K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 2.17% | $30M | 132.3K | Q2 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 2.17% | $15M | 73.1K | Q1 2026OLDER |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 2.15% | $3M | 12.0K | Q2 2026 |
| Blue Edge Capital, LLC$753M AUM | 2.13% | $16M | 76.1K | Q2 2026 |
| Financial Enhancement Group LLC$839M AUM | 2.13% | $18M | 78.8K | Q2 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 2.13% | $29M | 138.9K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 2.12% | $19M | 91.5K | Q1 2026OLDER |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 2.11% | $4M | 21.2K | Q1 2026OLDER |
| Resolute Wealth Strategies, LLC$232M AUM | 2.08% | $5M | 22.8K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 2.05% | $2M | 11.2K | Q1 2026OLDER |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 2.05% | $4M | 20.7K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 2.02% | $21M | 97.7K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 2.02% | $7M | 31.8K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 1.99% | $3M | 13.2K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 1.99% | $204M | 965.6K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 1.99% | $4M | 21.3K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 1.98% | $2M | 9.7K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 1.95% | $34M | 160.3K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 1.94% | $16M | 74.9K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 1.90% | $5M | 25.7K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 1.90% | $110M | 520.4K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 1.89% | $17M | 80.3K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 1.88% | $6M | 26.8K | Q1 2026OLDER |
| Stegner Investment Associates Inc.$183M AUM | 1.88% | $3M | 16.3K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 1.88% | $33M | 156.3K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 1.87% | $5M | 24.4K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 1.86% | $3M | 13.8K | Q4 2025OLDER |
| Nolet Wealth Management, LLC$176M AUM | 1.85% | $3M | 15.4K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 1.85% | $3M | 11.9K | Q4 2025OLDER |
| Marin Bay Wealth Advisors, LLC$166M AUM | 1.85% | $3M | 14.6K | Q1 2026OLDER |
| LMG Wealth Partners, LLC$549M AUM | 1.85% | $10M | 48.0K | Q1 2026OLDER |
| INVESTMENT PARTNERS, LTD.$281M AUM | 1.83% | $5M | 24.4K | Q1 2026OLDER |
| ETF Portfolio Partners, Inc.$381M AUM | 1.80% | $7M | 32.5K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 1.78% | $3M | 12.7K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 1.78% | $4M | 17.9K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 1.76% | $4M | 21.2K | Q1 2026OLDER |
| Gray Private Wealth, LLC$199M AUM | 1.76% | $4M | 16.6K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 1.76% | $16M | 73.9K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 1.76% | $11M | 51.5K | Q1 2026OLDER |
| Tilson Financial Group, Inc.$333M AUM | 1.71% | $6M | 27.1K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 1.71% | $4M | 17.3K | Q3 2025OLDER |
| Occidental Asset Management, LLC$844M AUM | 1.70% | $14M | 68.1K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 1.67% | $3M | 11.8K | Q1 2026OLDER |
| O'Connor Financial Group LLC$244M AUM | 1.66% | $4M | 19.2K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 1.66% | $3M | 13.6K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 1.65% | $21M | 94.1K | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 1.64% | $20M | 92.8K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 1.64% | $9M | 41.4K | Q3 2025OLDER |
| Coign Capital Advisors LLC$190M AUM | 1.63% | $3M | 14.7K | Q1 2026OLDER |
| Traub Capital Management LLC$101M AUM | 1.59% | $2M | 7.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 1.57% | $5.9B | 27.73M | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 1.55% | $9M | 43.5K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 1.55% | $24M | 117.2K | Q3 2025OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 1.55% | $3M | 13.4K | Q1 2026OLDER |
| NorthLanding Financial Partners, LLC$124M AUM | 1.54% | $2M | 9.1K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 1.54% | $28M | 130.7K | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 1.51% | $2M | 7.5K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 1.50% | $22M | 105.5K | Q1 2026OLDER |
| Infinity Wealth Counsel, LLC$124M AUM | 1.49% | $2M | 8.1K | Q2 2026 |
| Lantz Financial LLC$546M AUM | 1.47% | $8M | 35.3K | Q2 2026 |
| Forefront Wealth Partners, LLC$239M AUM | 1.47% | $4M | 16.6K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 1.46% | $63M | 298.0K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 1.46% | $3M | 13.5K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 1.46% | $6M | 26.9K | Q2 2026 |
| Narwhal Capital Management$1.4B AUM | 1.45% | $20M | 92.8K | Q1 2026OLDER |
| BCU Wealth Advisors, LLC$268M AUM | 1.44% | $4M | 18.4K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 1.43% | $5M | 22.9K | Q1 2026OLDER |
| Financial Advisors Network, Inc.$724M AUM | 1.43% | $10M | 49.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 1.42% | $542M | 2.57M | Q1 2026OLDER |
| Trail Ridge Investment Advisors, LLC$230M AUM | 1.42% | $3M | 15.5K | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$132M AUM | 1.42% | $2M | 8.9K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 1.41% | $4M | 19.7K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 1.41% | $3M | 13.6K | Q2 2026 |
| Yukon Wealth Management, Inc.$168M AUM | 1.41% | $2M | 11.2K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 1.39% | $4M | 21.2K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 1.37% | $3M | 12.2K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 1.35% | $3M | 11.6K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 1.34% | $25M | 119.9K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 1.34% | $3M | 11.4K | Q2 2026 |
| ROGCO, LP$300M AUM | 1.33% | $4M | 18.9K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 1.33% | $16M | 69.2K | Q2 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6.8B AUM | 1.29% | $88M | 418.1K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 1.29% | $34M | 161.2K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 1.28% | $6M | 26.8K | Q1 2026OLDER |
| Seneca House Advisors$252M AUM | 1.27% | $3M | 15.2K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 1.26% | $1M | 7.0K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 1.26% | $410M | 1.94M | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 1.25% | $2M | 7.4K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 1.25% | $4M | 18.3K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 1.22% | $2M | 9.1K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 1.21% | $4M | 19.5K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 1.21% | $22M | 102.9K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 1.21% | $4M | 16.7K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 1.20% | $213M | 1.01M | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 1.20% | $3M | 15.3K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 1.19% | $3M | 13.3K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 1.19% | $4M | 17.4K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 1.19% | $2M | 10.9K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 1.18% | $1M | 5.7K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 1.18% | $2M | 10.2K | Q3 2025OLDER |
| DURANTE & WATERS, LLC$138M AUM | 1.18% | $2M | 7.7K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 1.18% | $3M | 11.6K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 1.18% | $10M | 49.6K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 1.18% | $2M | 10.5K | Q1 2026OLDER |
| May Barnhard Investments LLC$206M AUM | 1.17% | $2M | 11.4K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 1.16% | $3M | 15.9K | Q3 2025OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 1.16% | $20M | 94.9K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 1.15% | $2M | 8.1K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 1.15% | $2M | 7.9K | Q4 2025OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 1.15% | $1M | 6.7K | Q1 2026OLDER |
| Sequent Asset Management, LLC$225M AUM | 1.15% | $3M | 12.2K | Q4 2025OLDER |
| ARWA LLC$202M AUM | 1.14% | $2M | 10.6K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 1.14% | $19M | 89.7K | Q1 2026OLDER |
| Taylor Financial Group, Inc.$165M AUM | 1.12% | $2M | 8.8K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 1.11% | $13M | 56.5K | Q2 2026 |
| Apex Wealth Management, LLC$146M AUM | 1.10% | $2M | 7.6K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 1.10% | $5M | 22.5K | Q1 2026OLDER |
| Leslie Global Wealth, LLC$190M AUM | 1.09% | $2M | 9.8K | Q1 2026OLDER |
| AMARA FINANCIAL, LLC.$145M AUM | 1.09% | $2M | 7.5K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 1.08% | $17M | 79.9K | Q1 2026OLDER |
| BEACON ADVISORS HOLDINGS, LLC$187M AUM | 1.08% | $2M | 9.6K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 1.08% | $1M | 6.9K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 1.07% | $2M | 9.8K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 1.07% | $2M | 8.5K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 1.07% | $35M | 165.9K | Q1 2026OLDER |
| Hudson Capital Management LLC$387M AUM | 1.05% | $4M | 19.3K | Q1 2026OLDER |
| EQ LLC$355M AUM | 1.05% | $4M | 17.6K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 1.04% | $2M | 6.9K | Q2 2026 |
| LTG Capital LLC$131M AUM | 1.04% | $1M | 6.4K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 1.04% | $46M | 217.7K | Q1 2026OLDER |
| Rodgers & Associates, LTD$982M AUM | 1.04% | $10M | 48.3K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 1.04% | $61M | 286.4K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 1.03% | $190M | 902.1K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 1.03% | $8M | 34.4K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 1.02% | $2M | 8.9K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 1.02% | $3M | 13.8K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 1.02% | $11M | 53.8K | Q1 2026OLDER |
| Stenger Family Office, LLC$566M AUM | 1.01% | $6M | 27.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 1.01% | $363M | 1.72M | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 1.00% | $5M | 23.4K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 1.00% | $3M | 13.8K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 1.00% | $4M | 17.9K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.99% | $5M | 22.2K | Q1 2026OLDER |
| Braeburn Wealth Management LLC$175M AUM | 0.99% | $2M | 8.2K | Q1 2026OLDER |
| DBK Financial Counsel, LLC$132M AUM | 0.98% | $1M | 6.2K | Q2 2026 |
| Investment Advisory Group, LLC$393M AUM | 0.97% | $4M | 18.0K | Q1 2026OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.96% | $1M | 5.6K | Q1 2026OLDER |
| Mullaney, Keating & Wright, Inc.$184M AUM | 0.95% | $2M | 8.3K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 0.95% | $4M | 20.2K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 0.94% | $1M | 5.1K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.94% | $52M | 247.7K | Q1 2026OLDER |
| Stordahl Capital Management, Inc.$486M AUM | 0.94% | $5M | 21.5K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.92% | $46M | 217.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.92% | $60M | 282.6K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.92% | $4M | 20.6K | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.92% | $14M | 67.7K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 0.91% | $2M | 11.6K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.89% | $3M | 14.8K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.87% | $26M | 121.4K | Q1 2026OLDER |
| Semus Wealth Partners LLC$179M AUM | 0.87% | $2M | 7.4K | Q1 2026OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.87% | $3M | 15.2K | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 0.86% | $1M | 4.9K | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 0.86% | $3M | 14.0K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.86% | $1M | 6.0K | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.86% | $1M | 7.0K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.86% | $140M | 660.6K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.85% | $10M | 45.7K | Q1 2026OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.84% | $3M | 14.3K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.83% | $20M | 96.0K | Q1 2026OLDER |
| St. Clair Advisors, LLC$389M AUM | 0.83% | $3M | 14.2K | Q2 2026 |
| Raleigh Capital Management Inc.$290M AUM | 0.83% | $2M | 11.3K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.81% | $2M | 8.8K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.81% | $50M | 238.6K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.81% | $1M | 5.3K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.81% | $2M | 10.5K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.81% | $21M | 98.1K | Q1 2026OLDER |
| CATALYST PRIVATE WEALTH, LLC$185M AUM | 0.80% | $1M | 7.0K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.80% | $59M | 277.1K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.80% | $4M | 19.6K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.79% | $1M | 5.4K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.79% | $2M | 9.4K | Q2 2026 |
| Finley Financial, LLC$248M AUM | 0.79% | $2M | 8.6K | Q2 2026 |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.78% | $13M | 62.4K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.78% | $5M | 22.4K | Q1 2026OLDER |
| Pathway Financial Advisors LLC$857M AUM | 0.78% | $7M | 29.1K | Q2 2026 |
| DT Investment Partners, LLC$1.2B AUM | 0.77% | $9M | 44.0K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.77% | $42M | 200.3K | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.76% | $5M | 24.9K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.76% | $1M | 5.2K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.75% | $9M | 39.3K | Q2 2026 |
| Blue Capital, Inc.$153M AUM | 0.75% | $1M | 5.4K | Q1 2026OLDER |
| Atlatl Advisers LLC$135M AUM | 0.75% | $1M | 4.8K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.75% | $1M | 6.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.74% | $696M | 3.30M | Q1 2026OLDER |
| Newport Capital Group, LLC$164M AUM | 0.74% | $1M | 5.7K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.73% | $65M | 309.6K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.73% | $6M | 27.6K | Q1 2026OLDER |
| Clientfirst Wealth Management, LLC$118M AUM | 0.72% | $858,536 | 4.1K | Q1 2026OLDER |
| ASL Financial, LLC$125M AUM | 0.72% | $905,622 | 4.3K | Q1 2026OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 0.72% | $818,206 | 3.9K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.71% | $60M | 283.3K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.70% | $2M | 8.5K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.70% | $24M | 104.7K | Q2 2026 |
| Interchange Capital Partners, LLC$317M AUM | 0.70% | $2M | 11.5K | Q1 2026OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 0.70% | $18M | 86.7K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.69% | $3M | 140.9K | Q1 2026OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.69% | $4M | 20.5K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.69% | $3M | 15.8K | Q1 2026OLDER |
| Helium Advisors LLC$105M AUM | 0.68% | $718,800 | 3.4K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.67% | $2M | 10.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.67% | $32M | 152.7K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.67% | $15M | 69.1K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.66% | $41M | 194.3K | Q1 2026OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 0.66% | $2M | 9.7K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.66% | $3M | 13.9K | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 0.66% | $8M | 39.9K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.66% | $181M | 858.9K | Q2 2026 |
| XY Planning Network, Inc.$626M AUM | 0.65% | $4M | 19.4K | Q1 2026OLDER |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 0.64% | $7M | 33.3K | Q1 2026OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 0.64% | $818,732 | 3.9K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 0.64% | $6M | 26.1K | Q1 2026OLDER |
| BRAVE ASSET MANAGEMENT INC$467M AUM | 0.64% | $3M | 13.2K | Q2 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.63% | $6M | 27.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.63% | $689M | 3.26M | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.63% | $23M | 107.9K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.63% | $2M | 8.1K | Q1 2026OLDER |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 0.63% | $654,143 | 3.1K | Q1 2026OLDER |
| Financial Synergies Wealth Advisors, Inc.$1.0B AUM | 0.62% | $6M | 30.7K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.62% | $1M | 5.3K | Q1 2026OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 0.62% | $1M | 5.0K | Q1 2026OLDER |
| Renasant Bank$141M AUM | 0.62% | $872,894 | 4.1K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.61% | $3M | 12.6K | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 0.61% | $1M | 6.7K | Q1 2026OLDER |
| MN Wealth Advisors, LLC$206M AUM | 0.61% | $1M | 5.9K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.60% | $109M | 514.2K | Q1 2026OLDER |
| Plum Street Advisors, LLC$289M AUM | 0.60% | $2M | 8.2K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.60% | $11M | 50.2K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.60% | $4M | 16.1K | Q2 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.59% | $9M | 43.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.59% | $2.2B | 10.51M | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.59% | $78M | 370.6K | Q1 2026OLDER |
| C2C Wealth Management, LLC$128M AUM | 0.59% | $749,752 | 3.3K | Q2 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.58% | $19M | 90.1K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 0.58% | $2M | 10.3K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.58% | $9M | 43.8K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.58% | $778,299 | 3.7K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.58% | $13M | 62.0K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.58% | $3M | 11.7K | Q2 2026 |
| Sterling Investment Counsel, LLC$357M AUM | 0.58% | $2M | 9.8K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.58% | $5M | 23.9K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.58% | $3M | 11.9K | Q1 2026OLDER |
| Neumann Capital Management, LLC$340M AUM | 0.57% | $2M | 9.2K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.57% | $4M | 19.3K | Q1 2026OLDER |
| FORTRESS FINANCIAL GROUP, LLC$135M AUM | 0.57% | $769,853 | 3.6K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.57% | $775,415 | 3.4K | Q2 2026 |
| M&T BANK CORP$29.2B AUM | 0.57% | $166M | 786.1K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.57% | $8M | 37.7K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.57% | $3M | 15.2K | Q4 2025OLDER |
| Forum Private Client Group LLC$300M AUM | 0.57% | $2M | 8.0K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.56% | $24M | 112.8K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 0.56% | $2M | 11.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.56% | $32M | 149.2K | Q4 2025OLDER |
| Key Capital Management, INC$151M AUM | 0.56% | $847,134 | 4.0K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.56% | $9M | 42.5K | Q2 2026 |
| Arsenal Capital Advisors LLC$138M AUM | 0.56% | $769,853 | 3.6K | Q1 2026OLDER |
| Integras Partners LLC$152M AUM | 0.56% | $847,256 | 4.0K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.55% | $24M | 114.3K | Q1 2026OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.55% | $3M | 14.7K | Q1 2026OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 0.55% | $9M | 44.8K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.55% | $1M | 5.6K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.54% | $8M | 35.9K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.54% | $1M | 7.1K | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.54% | $9M | 42.0K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.54% | $2M | 11.1K | Q1 2026OLDER |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 0.54% | $2M | 7.5K | Q2 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM | 0.53% | $2M | 10.1K | Q1 2026OLDER |
| CLG LLC$403M AUM | 0.53% | $2M | 10.1K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.53% | $1M | 4.9K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.53% | $33M | 155.8K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.53% | $4M | 19.0K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.53% | $8M | 34.7K | Q1 2026OLDER |
| BDFS Capital LLC$208M AUM | 0.52% | $1M | 5.2K | Q1 2026OLDER |
| COFG Advisors, LLC$404M AUM | 0.52% | $2M | 9.9K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 0.51% | $673,203 | 3.2K | Q1 2026OLDER |
| GenWealth Group, Inc.$584M AUM | 0.51% | $3M | 14.2K | Q1 2026OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.51% | $4M | 18.7K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.51% | $3M | 12.1K | Q1 2026OLDER |
| PACK Private Wealth, LLC$218M AUM | 0.50% | $1M | 5.2K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.50% | $2M | 8.5K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.50% | $14M | 67.3K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.50% | $11M | 53.9K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.50% | $7M | 32.2K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.50% | $540,809 | 2.6K | Q1 2026OLDER |
| Town Capital LLC$124M AUM | 0.50% | $612,546 | 2.9K | Q2 2026 |
| HighMark Wealth Management LLC$246M AUM | 0.49% | $1M | 5.7K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.49% | $2M | 8.8K | Q1 2026OLDER |
| VERITY Wealth Advisors$150M AUM | 0.49% | $728,045 | 3.4K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.49% | $8M | 39.5K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.49% | $2M | 10.3K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.49% | $6M | 27.8K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.48% | $12M | 57.0K | Q3 2025OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.48% | $8M | 40.1K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.48% | $3M | 11.9K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.48% | $2M | 8.0K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.48% | $8M | 35.7K | Q1 2026OLDER |
| GatePass Capital, LLC$214M AUM | 0.47% | $1M | 4.8K | Q1 2026OLDER |
| Lee-Kelleher Wealth Management$168M AUM | 0.47% | $792,657 | 3.8K | Q1 2026OLDER |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 0.47% | $650,301 | 3.1K | Q1 2026OLDER |
| Great Point Wealth Advisors, LLC$542M AUM | 0.47% | $3M | 12.0K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.46% | $3M | 14.0K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.46% | $2M | 9.8K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 0.46% | $1M | 6.8K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.46% | $15M | 70.1K | Q4 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.46% | $13M | 59.3K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.46% | $131M | 619.1K | Q1 2026OLDER |
| HTG Investment Advisors, Inc.$352M AUM | 0.46% | $2M | 7.7K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.46% | $958,410 | 4.5K | Q1 2026OLDER |
| Wagner Wealth Management, Corp$111M AUM | 0.46% | $511,828 | 2.4K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.46% | $3M | 12.4K | Q1 2026OLDER |
| Wealth Dimensions Group, Ltd.$508M AUM | 0.46% | $2M | 11.0K | Q1 2026OLDER |
| Oxinas Partners, LLC$219M AUM | 0.46% | $996,697 | 4.7K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.45% | $1M | 5.7K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.45% | $9M | 40.9K | Q1 2026OLDER |
| Alexander Randolph Advisory, Inc.$116M AUM | 0.45% | $522,808 | 2.5K | Q1 2026OLDER |
| WEALTH EFFECTS LLC$282M AUM | 0.45% | $1M | 6.0K | Q1 2026OLDER |
| Wealth Care LLC$113M AUM | 0.45% | $502,726 | 2.4K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.45% | $901,918 | 4.3K | Q1 2026OLDER |
| SeaBridge Investment Advisors LLC$591M AUM | 0.44% | $3M | 12.7K | Q4 2025OLDER |
| Midwest Financial Network, LLC$146M AUM | 0.44% | $648,054 | 2.9K | Q2 2026 |
| Pacific Point Advisors, LLC$190M AUM | 0.44% | $836,999 | 4.0K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.44% | $2M | 7.2K | Q2 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.43% | $3M | 14.6K | Q1 2026OLDER |
| Windward Private Wealth Management Inc.$289M AUM | 0.43% | $1M | 5.9K | Q1 2026OLDER |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 0.43% | $587,138 | 2.8K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.43% | $2M | 11.6K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.42% | $79M | 371.9K | Q1 2026OLDER |
| Corundum Group, Inc.$299M AUM | 0.42% | $1M | 6.0K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.42% | $642,529 | 3.0K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.42% | $16M | 75.0K | Q1 2026OLDER |
| Valpey Financial Services, LLC$154M AUM | 0.42% | $646,744 | 3.1K | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 0.42% | $732,193 | 3.5K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.42% | $3M | 13.8K | Q1 2026OLDER |
| Towerpoint Wealth, LLC$289M AUM | 0.42% | $1M | 5.3K | Q2 2026 |
| Vision Retirement, LLC$373M AUM | 0.42% | $2M | 7.3K | Q1 2026OLDER |
| Guardian Financial Partners, LLC$237M AUM | 0.42% | $984,387 | 4.7K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.41% | $470,270 | 2.2K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.41% | $2M | 7.6K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 0.40% | $6M | 28.1K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.40% | $869,443 | 4.1K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.40% | $745,618 | 3.5K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.40% | $6M | 27.7K | Q1 2026OLDER |
| Carl P. Sherr & Co., LLC$213M AUM | 0.40% | $848,432 | 4.0K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.