ISHARES TR
CUSIP 464287473
Ishares Tr has 979 institutional holders in Filings Flow’s 13F database, together reporting 76.59M shares worth $10.8B as of Q1 2026. The largest reported holders are Morgan Stanley, Jones Financial Companies Lllp, and Wells Fargo & Company/Mn.
Institutional Holders
979
Q1 2026
Reported Value
$10.8B
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 |
|---|---|---|---|---|
| First Citizens Asset Management, Inc.$178M AUM | 10.70% | $19M | 181.1K | Q1 2026OLDER |
| Pacific Life Fund Advisors LLC$871M AUM | 10.16% | $88M | 606.8K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 8.90% | $138M | 947.5K | Q1 2026OLDER |
| LPWM LLC$396M AUM | 8.34% | $33M | 226.7K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 8.18% | $389M | 2.67M | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 7.16% | $42M | 252.7K | Q2 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC$1.6B AUM | 6.63% | $104M | 713.5K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 5.65% | $15M | 110.7K | Q3 2025OLDER |
| Sentinel Advisory Group, LLC$205M AUM | 4.64% | $10M | 65.3K | Q1 2026OLDER |
| Bishop & Co Investment Management, LLC$292M AUM | 4.63% | $13M | 92.6K | Q1 2026OLDER |
| Processus Wealth & Capital Management, LLC$147M AUM | 4.54% | $7M | 45.9K | Q1 2026OLDER |
| Kelsey Financial, LLC$114M AUM | 4.52% | $5M | 35.5K | Q1 2026OLDER |
| Aldebaran Capital, LLC$131M AUM | 4.47% | $6M | 40.1K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 4.11% | $14M | 98.6K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 4.11% | $14M | 98.6K | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 3.87% | $9M | 64.5K | Q1 2026OLDER |
| LWM ADVISORS INC$134M AUM | 3.86% | $5M | 31.4K | Q2 2026 |
| Asset Management Group, Inc.$619M AUM | 3.58% | $22M | 151.8K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 3.46% | $63M | 429.7K | Q1 2026OLDER |
| Corundum Group, Inc.$299M AUM | 3.35% | $10M | 68.8K | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 3.34% | $11M | 76.9K | Q1 2026OLDER |
| Mullaney, Keating & Wright, Inc.$184M AUM | 3.19% | $6M | 40.3K | Q1 2026OLDER |
| Parkway Wealth Management Group, LLC$791M AUM | 3.19% | $25M | 165.6K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 3.18% | $149M | 1.02M | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 3.11% | $79M | 545.5K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 3.01% | $5M | 31.3K | Q1 2026OLDER |
| Inlight Wealth Management, LLC$270M AUM | 2.92% | $8M | 54.1K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 2.78% | $52M | 357.5K | Q1 2026OLDER |
| Powell Investment Advisors, LLC$290M AUM | 2.65% | $8M | 52.8K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 2.56% | $21M | 143.1K | Q1 2026OLDER |
| May Barnhard Investments LLC$206M AUM | 2.54% | $5M | 35.9K | Q1 2026OLDER |
| Rodgers & Associates, LTD$982M AUM | 2.53% | $25M | 170.7K | Q1 2026OLDER |
| SVB WEALTH LLC$1.5B AUM | 2.51% | $38M | 261.2K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 2.40% | $4M | 27.7K | Q1 2026OLDER |
| TICINO WEALTH$288M AUM | 2.33% | $7M | 39.0K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 2.31% | $26M | 180.9K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 2.24% | $405M | 2.78M | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 2.19% | $6M | 41.5K | Q1 2026OLDER |
| WestHill Financial Advisors, Inc.$523M AUM | 2.10% | $11M | 75.2K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 2.08% | $3M | 18.7K | Q1 2026OLDER |
| MATTERS CAPITAL LLC$113M AUM | 2.03% | $2M | 15.7K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 1.95% | $3M | 22.4K | Q1 2026OLDER |
| INVESTMENT PARTNERS, LTD.$281M AUM | 1.95% | $5M | 37.6K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 1.92% | $32M | 216.6K | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 1.68% | $7M | 45.9K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 1.61% | $14M | 93.5K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 1.50% | $390M | 2.67M | Q1 2026OLDER |
| Risk Paradigm Group, LLC$117M AUM | 1.45% | $2M | 11.7K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 1.40% | $289M | 1.98M | Q1 2026OLDER |
| Future Fund LLC$284M AUM | 1.38% | $4M | 28.0K | Q3 2025OLDER |
| Eukles Asset Management$224M AUM | 1.37% | $3M | 21.1K | Q1 2026OLDER |
| Auour Investments LLC$318M AUM | 1.33% | $4M | 29.1K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 1.32% | $1M | 9.1K | Q1 2026OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 1.31% | $37M | 252.9K | Q1 2026OLDER |
| Hapanowicz & Associates Financial Services, Inc$251M AUM | 1.28% | $3M | 22.1K | Q1 2026OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 1.27% | $1M | 8.6K | Q2 2026 |
| American National Bank of Texas$105M AUM | 1.26% | $1M | 9.6K | Q3 2025OLDER |
| Camelot Portfolios, LLC$135M AUM | 1.25% | $2M | 11.6K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 1.25% | $100M | 683.6K | Q1 2026OLDER |
| Clarion Wealth Managment Partners, LLC$110M AUM | 1.19% | $1M | 9.0K | Q1 2026OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 1.15% | $41M | 278.4K | Q1 2026OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 1.13% | $7M | 41.2K | Q2 2026 |
| Ponta Wealth Partners, LLC$124M AUM | 1.13% | $1M | 9.7K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 1.12% | $4M | 28.5K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 1.11% | $17M | 117.7K | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 1.11% | $2M | 15.4K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 1.09% | $10M | 65.3K | Q1 2026OLDER |
| LUTS & GREENLEIGH GROUP, INC.$126M AUM | 1.07% | $1M | 9.3K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 1.06% | $1M | 8.3K | Q1 2026OLDER |
| Broadview Financial Management, LLC$146M AUM | 1.04% | $2M | 10.4K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 1.00% | $9M | 53.0K | Q2 2026 |
| AMG National Trust Bank$4.6B AUM | 1.00% | $46M | 315.4K | Q1 2026OLDER |
| Whitegate Investment Counselors, Inc.$315M AUM | 0.99% | $3M | 21.4K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 0.98% | $3M | 23.4K | Q1 2026OLDER |
| Sequent Asset Management, LLC$225M AUM | 0.97% | $2M | 15.5K | Q4 2025OLDER |
| Clearwave Capital, LLC$146M AUM | 0.97% | $1M | 9.7K | Q1 2026OLDER |
| James J. Burns & Company, LLC$737M AUM | 0.96% | $7M | 48.3K | Q1 2026OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 0.95% | $112M | 770.9K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.94% | $1M | 7.4K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 0.93% | $1M | 10.0K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 0.90% | $2M | 11.3K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.89% | $40M | 255.1K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 0.89% | $3M | 20.0K | Q2 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 0.86% | $8M | 56.4K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 0.85% | $1M | 7.7K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 0.84% | $940,569 | 5.9K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.82% | $6M | 38.3K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.80% | $10M | 67.8K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.78% | $7M | 50.7K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.77% | $2M | 10.9K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.76% | $9M | 63.4K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 0.76% | $1M | 7.8K | Q4 2025OLDER |
| Nvest Financial, LLC$268M AUM | 0.76% | $2M | 14.0K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.75% | $4M | 24.3K | Q1 2026OLDER |
| GRANVILLE CAPITAL, INC.$191M AUM | 0.74% | $1M | 9.7K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.73% | $16M | 113.1K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.70% | $2M | 11.9K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.67% | $104M | 406.9K | Q1 2026OLDER |
| BHK Investment Advisors, LLC$299M AUM | 0.66% | $2M | 13.6K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 0.65% | $804,686 | 4.9K | Q2 2026 |
| Renasant Bank$141M AUM | 0.64% | $903,151 | 6.2K | Q1 2026OLDER |
| Vertrix Wealth Management, LLC$297M AUM | 0.62% | $2M | 11.3K | Q2 2026 |
| INSIGHT 2811, INC.$239M AUM | 0.62% | $1M | 10.2K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 0.61% | $2M | 10.9K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.60% | $4M | 24.2K | Q1 2026OLDER |
| Causey Wealth LLC$205M AUM | 0.58% | $1M | 8.6K | Q1 2026OLDER |
| AMARILLO NATIONAL BANK$566M AUM | 0.58% | $3M | 22.6K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.57% | $14M | 92.9K | Q1 2026OLDER |
| Financial Guidance Group, Inc.$249M AUM | 0.56% | $1M | 9.6K | Q1 2026OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.55% | $672,590 | 4.6K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.55% | $5M | 31.5K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.53% | $1.1B | 7.70M | Q1 2026OLDER |
| ADE, LLC$209M AUM | 0.53% | $1M | 7.6K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.53% | $19M | 128.3K | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.52% | $26M | 178.5K | Q1 2026OLDER |
| NUANCE INVESTMENTS, LLC$717M AUM | 0.52% | $4M | 25.4K | Q1 2026OLDER |
| Noble Family Wealth, LLC$484M AUM | 0.51% | $2M | 16.8K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 0.50% | $1M | 7.3K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.49% | $4M | 27.0K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 0.49% | $1M | 9.1K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.48% | $2M | 12.3K | Q4 2025OLDER |
| 21 West Wealth Management LLC$108M AUM | 0.46% | $498,722 | 3.4K | Q1 2026OLDER |
| CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM | 0.46% | $7M | 50.4K | Q4 2025OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.46% | $17M | 114.1K | Q1 2026OLDER |
| LMG Wealth Partners, LLC$549M AUM | 0.46% | $2M | 17.1K | Q1 2026OLDER |
| Sherman Wealth Management LLC$133M AUM | 0.45% | $600,669 | 3.6K | Q2 2026 |
| Ballew Advisors, Inc$194M AUM | 0.45% | $792,985 | 5.2K | Q1 2026OLDER |
| STAR Financial Bank$212M AUM | 0.43% | $920,202 | 6.3K | Q1 2026OLDER |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 0.43% | $670,785 | 4.3K | Q1 2026OLDER |
| Paladin Partners, LLC$139M AUM | 0.42% | $587,332 | 4.0K | Q2 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 0.42% | $1M | 8.1K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 0.41% | $659,056 | 4.0K | Q2 2026 |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.41% | $489,145 | 3.4K | Q1 2026OLDER |
| Beacon Bank & Trust$518M AUM | 0.41% | $2M | 13.0K | Q2 2026 |
| Northern Lights Advisors, Inc.$148M AUM | 0.40% | $595,348 | 4.1K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.40% | $3M | 21.5K | Q1 2026OLDER |
| Stegner Investment Associates Inc.$183M AUM | 0.40% | $732,471 | 5.0K | Q1 2026OLDER |
| JP Wealth Management, Inc.$147M AUM | 0.39% | $570,546 | 5.9K | Q1 2026OLDER |
| SB Capital Management Inc$273M AUM | 0.38% | $1M | 7.4K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.38% | $272M | 1.87M | Q1 2026OLDER |
| Five Oceans Advisors$276M AUM | 0.38% | $1M | 7.2K | Q1 2026OLDER |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 0.38% | $620,999 | 4.3K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.37% | $3M | 23.8K | Q1 2026OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.37% | $2M | 12.1K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.37% | $7M | 46.8K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.36% | $296M | 2.03M | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.36% | $942,792 | 7.0K | Q1 2026OLDER |
| Ironwood Investment Counsel, LLC$694M AUM | 0.35% | $2M | 16.9K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.35% | $2M | 14.2K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.35% | $18M | 125.5K | Q1 2026OLDER |
| Granite Group Advisors, LLC$165M AUM | 0.34% | $562,514 | 3.8K | Q1 2026OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 0.34% | $573,482 | 3.9K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.33% | $15M | 104.5K | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 0.33% | $2M | 16.7K | Q1 2026OLDER |
| Roberts Financial Services LLC$314M AUM | 0.33% | $1M | 7.0K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.32% | $6M | 38.6K | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.32% | $2M | 15.0K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.32% | $921,693 | 6.3K | Q1 2026OLDER |
| R.H. Investment Group, LLC$130M AUM | 0.31% | $408,173 | 2.7K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.31% | $337,853 | 2.3K | Q1 2026OLDER |
| Friday Financial$373M AUM | 0.31% | $1M | 7.0K | Q2 2026 |
| One Capital Management, LLC$3.6B AUM | 0.31% | $11M | 77.1K | Q1 2026OLDER |
| Dynamic Financial Group$122M AUM | 0.31% | $376,224 | 2.6K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.31% | $1M | 8.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.30% | $55M | 380.3K | Q1 2026OLDER |
| JMG Financial Group, Ltd.$3.6B AUM | 0.30% | $11M | 74.1K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 0.30% | $1M | 6.9K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 0.29% | $9M | 59.7K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.29% | $2M | 13.5K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 0.29% | $533,700 | 3.7K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.29% | $780,581 | 5.4K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.28% | $627,877 | 4.3K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.28% | $931,429 | 6.4K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.28% | $4M | 24.7K | Q2 2026 |
| McAdam, LLC$2.2B AUM | 0.28% | $6M | 43.1K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.27% | $3M | 17.9K | Q2 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.27% | $7M | 50.5K | Q1 2026OLDER |
| Ipswich Investment Management Co., Inc.$426M AUM | 0.27% | $1M | 7.9K | Q1 2026OLDER |
| HOME FEDERAL BANK OF TENNESSEE$400M AUM | 0.27% | $1M | 7.4K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.27% | $4M | 25.7K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.27% | $3M | 21.9K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 0.27% | $2M | 11.6K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.26% | $628,963 | 4.3K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 0.26% | $4M | 26.1K | Q1 2026OLDER |
| Telos Capital Management, Inc.$1.0B AUM | 0.26% | $3M | 18.5K | Q1 2026OLDER |
| Parkshore Wealth Management, Inc.$299M AUM | 0.26% | $769,686 | 5.3K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.25% | $218,067 | 1.7K | Q3 2025OLDER |
| BAYBAN$115M AUM | 0.25% | $286,525 | 2.0K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.25% | $8M | 56.5K | Q4 2025OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.24% | $2M | 14.0K | Q4 2025OLDER |
| Finley Financial, LLC$248M AUM | 0.24% | $586,799 | 3.6K | Q2 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM | 0.23% | $352,625 | 2.5K | Q4 2025OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 0.23% | $779,779 | 5.3K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.23% | $3M | 24.0K | Q1 2026OLDER |
| LAWOOD & CO$108M AUM | 0.23% | $243,677 | 1.7K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.23% | $889,305 | 6.1K | Q1 2026OLDER |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 0.22% | $334,347 | 2.3K | Q1 2026OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 0.22% | $949,933 | 6.5K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.22% | $906,952 | 6.4K | Q4 2025OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.22% | $9M | 66.4K | Q3 2025OLDER |
| First Bancorp, Inc /ME/$201M AUM | 0.22% | $438,677 | 3.0K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.21% | $5M | 36.7K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.21% | $3M | 19.7K | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.21% | $2M | 10.4K | Q2 2026 |
| Centennial Bank/AR/$279M AUM | 0.21% | $585,000 | 4.0K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.21% | $2M | 12.0K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.21% | $432,265 | 3.0K | Q1 2026OLDER |
| Granite FO LLC$169M AUM | 0.21% | $387,854 | 2.8K | Q4 2025OLDER |
| Skyline Advisors, Inc.$287M AUM | 0.20% | $587,340 | 4.0K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.20% | $2M | 11.2K | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.20% | $687,164 | 4.7K | Q1 2026OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 0.20% | $395,308 | 2.7K | Q1 2026OLDER |
| RAHLFS CAPITAL, LLC$136M AUM | 0.20% | $269,619 | 1.9K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.20% | $13M | 88.7K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.20% | $247,758 | 1.7K | Q1 2026OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 0.20% | $5M | 35.2K | Q1 2026OLDER |
| Joel Adams & Associates, Inc.$135M AUM | 0.19% | $262,575 | 1.8K | Q1 2026OLDER |
| Vigil Wealth Management, LLC$124M AUM | 0.19% | $240,908 | 1.7K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.19% | $26M | 177.5K | Q1 2026OLDER |
| Oak Asset Management, LLC$290M AUM | 0.19% | $555,415 | 3.8K | Q1 2026OLDER |
| Granite Harbor Advisors, Inc.$229M AUM | 0.19% | $437,074 | 3.0K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.19% | $755,252 | 5.2K | Q1 2026OLDER |
| WITTENBERG INVESTMENT MANAGEMENT, INC.$269M AUM | 0.19% | $506,884 | 3.5K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.19% | $3M | 20.7K | Q2 2026 |
| Berkeley, Inc$298M AUM | 0.19% | $557,982 | 3.8K | Q1 2026OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 0.19% | $779,709 | 5.3K | Q1 2026OLDER |
| Lee-Kelleher Wealth Management$168M AUM | 0.19% | $311,155 | 2.1K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.18% | $280,143 | 1.9K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.18% | $261,020 | 1.8K | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 0.18% | $957,002 | 6.2K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.18% | $611,379 | 4.2K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.18% | $357,280 | 2.5K | Q4 2025OLDER |
| Auxano Advisors, LLC$501M AUM | 0.18% | $898,925 | 6.2K | Q1 2026OLDER |
| MYCIO WEALTH PARTNERS, LLC$502M AUM | 0.18% | $889,713 | 6.1K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.18% | $409,529 | 2.8K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.17% | $6M | 43.2K | Q1 2026OLDER |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.17% | $1M | 7.6K | Q1 2026OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.17% | $3M | 22.4K | Q1 2026OLDER |
| Split Rock Private Trading & Wealth Management, LLC$129M AUM | 0.17% | $221,525 | 1.5K | Q1 2026OLDER |
| TME FINANCIAL, INC.$144M AUM | 0.17% | $246,656 | 1.7K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.17% | $22M | 152.8K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.17% | $6M | 33.4K | Q2 2026 |
| KilterHowling LLC$198M AUM | 0.17% | $337,589 | 2.3K | Q1 2026OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 0.17% | $705,096 | 4.8K | Q1 2026OLDER |
| Level Wealth Management LLC$213M AUM | 0.17% | $356,772 | 2.4K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.17% | $1M | 10.2K | Q1 2026OLDER |
| Millington Financial Advisors, LLC$237M AUM | 0.16% | $389,300 | 2.5K | Q1 2026OLDER |
| Next Capital Management LLC$330M AUM | 0.16% | $540,987 | 3.7K | Q1 2026OLDER |
| Foundation Wealth Management, LLC$148M AUM | 0.16% | $242,044 | 1.7K | Q1 2026OLDER |
| NORTHSTAR ASSET MANAGEMENT Co$445M AUM | 0.16% | $721,850 | 5.0K | Q1 2026OLDER |
| NCM Capital Management, LLC$279M AUM | 0.16% | $451,794 | 3.1K | Q1 2026OLDER |
| WEST BANCORPORATION INC$200M AUM | 0.16% | $321,794 | 2.2K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.16% | $359,049 | 2.6K | Q3 2025OLDER |
| Synergy Financial Group, LTD$133M AUM | 0.16% | $212,052 | 1.5K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.16% | $4M | 26.1K | Q1 2026OLDER |
| Warwick Investment Management, Inc.$690M AUM | 0.16% | $1M | 7.5K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.16% | $1M | 8.3K | Q1 2026OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.16% | $8M | 52.6K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.16% | $3M | 18.5K | Q1 2026OLDER |
| POSTROCK PARTNERS LLC$216M AUM | 0.16% | $336,076 | 2.3K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.16% | $391,581 | 2.5K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.15% | $2M | 11.0K | Q2 2026 |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.15% | $438,988 | 2.7K | Q2 2026 |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.15% | $3M | 22.2K | Q1 2026OLDER |
| Fiduciary Wealth Partners, LLC$153M AUM | 0.15% | $365,461 | 2.6K | Q4 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.15% | $12M | 74.7K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.15% | $3M | 22.1K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.15% | $815,853 | 5.6K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 0.15% | $374,690 | 2.6K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.15% | $12M | 81.6K | Q1 2026OLDER |
| Smith & Howard Wealth Management, LLC$462M AUM | 0.15% | $672,882 | 4.6K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.14% | $47M | 321.2K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.14% | $2M | 15.6K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.14% | $2M | 13.8K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.14% | $434,451 | 3.0K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.14% | $3M | 18.7K | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.14% | $816,211 | 5.6K | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 0.14% | $255,336 | 1.8K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.14% | $1M | 9.6K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.14% | $205,888 | 1.4K | Q1 2026OLDER |
| Campion Asset Management$147M AUM | 0.14% | $202,579 | 1.4K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.14% | $540,506 | 3.5K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.14% | $4M | 26.9K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.13% | $1M | 9.6K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.13% | $231,581 | 1.6K | Q1 2026OLDER |
| MARSHALL FINANCIAL GROUP INC /ADV$364M AUM | 0.13% | $477,663 | 3.4K | Q3 2025OLDER |
| BANK OF HAWAII$1.9B AUM | 0.13% | $2M | 16.9K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.13% | $439,844 | 3.0K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.13% | $167,892 | 1.2K | Q1 2026OLDER |
| UNION SAVINGS BANK$228M AUM | 0.13% | $290,019 | 2.0K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.13% | $5M | 30.2K | Q1 2026OLDER |
| Pinion Investment Advisors, LLC$428M AUM | 0.13% | $542,103 | 3.7K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.13% | $347,614 | 2.4K | Q1 2026OLDER |
| BostonPremier Wealth LLC$194M AUM | 0.13% | $242,059 | 1.7K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.12% | $353,894 | 2.5K | Q4 2025OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.12% | $3M | 21.2K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.12% | $524,747 | 3.6K | Q1 2026OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 0.12% | $425,491 | 2.6K | Q2 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.12% | $356,247 | 2.4K | Q1 2026OLDER |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.12% | $260,855 | 1.8K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.12% | $580,844 | 4.1K | Q4 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.12% | $11M | 75.5K | Q3 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.12% | $5M | 34.5K | Q1 2026OLDER |
| Ruggaard & Associates LLC$252M AUM | 0.12% | $299,787 | 2.1K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.12% | $608,548 | 4.4K | Q3 2025OLDER |
| ORG Partners LLC$568M AUM | 0.12% | $670,567 | 4.8K | Q4 2025OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.12% | $1M | 7.9K | Q1 2026OLDER |
| Altus Wealth Group LLC$244M AUM | 0.12% | $286,324 | 2.0K | Q3 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.12% | $16M | 108.1K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.12% | $8M | 57.6K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 0.12% | $334,182 | 2.3K | Q1 2026OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.12% | $6M | 38.0K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.12% | $297,747 | 2.0K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.12% | $271,270 | 1.9K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.12% | $1M | 8.9K | Q1 2026OLDER |
| Wealth Science Advisors LLC$225M AUM | 0.11% | $255,788 | 1.6K | Q2 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.11% | $425,247 | 2.6K | Q2 2026 |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.11% | $206,222 | 1.4K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.11% | $12M | 82.8K | Q1 2026OLDER |
| Argentarii, LLC$286M AUM | 0.11% | $310,426 | 2.1K | Q1 2026OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.11% | $387,960 | 2.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.11% | $573M | 3.93M | Q2 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC$710M AUM | 0.11% | $755,887 | 5.4K | Q4 2025OLDER |
| SOL Capital Management CO$206M AUM | 0.11% | $1,183 | 8.4K | Q4 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.11% | $29M | 198.6K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.11% | $182M | 1.25M | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 0.10% | $345,987 | 2.4K | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.10% | $377,440 | 2.6K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.10% | $285,558 | 1.8K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.10% | $6M | 44.6K | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.10% | $2M | 14.3K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.10% | $12M | 85.1K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.10% | $300,765 | 2.1K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.10% | $1M | 8.5K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.10% | $960,606 | 5.8K | Q2 2026 |
| Legacy Wealth Partners, LLC$399M AUM | 0.10% | $394,664 | 2.7K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.10% | $4M | 24.3K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.10% | $255,785 | 1.8K | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.10% | $3M | 21.6K | Q1 2026OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.10% | $1M | 8.5K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.10% | $2M | 13.7K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 0.10% | $286,050 | 2.0K | Q4 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.10% | $431,390 | 3.0K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.10% | $627,271 | 4.1K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.10% | $197,478 | 1.4K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.09% | $225,460 | 1.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.09% | $25M | 171.1K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 0.09% | $243,445 | 1.7K | Q3 2025OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.09% | $2M | 11.5K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.09% | $148,364 | 1.0K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.09% | $2M | 12.1K | Q1 2026OLDER |
| Cordant, Inc.$246M AUM | 0.09% | $225,169 | 1.5K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 0.09% | $438,677 | 3.0K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.09% | $417,691 | 2.9K | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.09% | $796,615 | 5.5K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.09% | $328,482 | 2.2K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.09% | $18M | 120.6K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 0.09% | $254,025 | 1.7K | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 0.09% | $227,209 | 1.6K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 0.09% | $213,486 | 1.3K | Q2 2026 |
| BCS Wealth Management$490M AUM | 0.09% | $437,220 | 3.0K | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.09% | $506,884 | 3.5K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.09% | $425,270 | 2.9K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.09% | $1M | 7.7K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.09% | $64M | 437.1K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.09% | $487,287 | 3.3K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.08% | $100,724 | 692 | Q1 2026OLDER |
| Ballast, Inc.$432M AUM | 0.08% | $362,455 | 2.5K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.08% | $332,363 | 2.3K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.08% | $297,893 | 2.0K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.08% | $579,317 | 4.0K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.08% | $7M | 47.6K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.08% | $487,355 | 3.3K | Q1 2026OLDER |
| INTRUST BANK NA$1.2B AUM | 0.08% | $1M | 7.0K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.08% | $390,047 | 2.7K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.08% | $5M | 32.6K | Q4 2025OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.08% | $847,332 | 5.8K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.08% | $3M | 26.0K | Q4 2025OLDER |
| RDA Financial Network$459M AUM | 0.08% | $372,490 | 2.3K | Q2 2026 |
| Gryphon Financial Partners LLC$976M AUM | 0.08% | $791,539 | 5.4K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.08% | $2M | 12.1K | Q1 2026OLDER |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 0.08% | $370,180 | 2.5K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.08% | $209,574 | 1.4K | Q1 2026OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 0.08% | $514,964 | 3.7K | Q3 2025OLDER |
| Clayton Financial Group LLC$195M AUM | 0.08% | $153,051 | 1.1K | Q1 2026OLDER |
| Geometric Wealth Advisors$799M AUM | 0.08% | $627,411 | 4.3K | Q1 2026OLDER |
| Enclave Advisors LLC$729M AUM | 0.08% | $572,904 | 3.9K | Q1 2026OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.08% | $494,204 | 3.4K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.08% | $1M | 7.1K | Q1 2026OLDER |
| PRUDENT INVESTORS NETWORK, INC.$459M AUM | 0.08% | $354,440 | 2.4K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.08% | $2M | 13.6K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.08% | $2M | 17.1K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.08% | $22M | 152.0K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.08% | $4M | 24.1K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.08% | $3M | 17.2K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.07% | $1M | 9.1K | Q3 2025OLDER |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.07% | $154,755 | 1.1K | Q3 2025OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.07% | $493,252 | 3.5K | Q4 2025OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.07% | $3M | 18.2K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.07% | $247,468 | 1.7K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 0.07% | $450,045 | 3.1K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.07% | $13M | 88.6K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.07% | $2M | 14.2K | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.07% | $100,706 | 691 | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.07% | $864,517 | 5.9K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.07% | $1M | 7.3K | Q1 2026OLDER |
| Partners in Financial Planning$603M AUM | 0.07% | $425,022 | 2.9K | Q1 2026OLDER |
| Peak Financial Management, Inc.$394M AUM | 0.07% | $276,906 | 1.9K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.07% | $316,251 | 2.2K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.07% | $2M | 10.7K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.07% | $342,344 | 2.4K | Q4 2025OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.07% | $3M | 20.6K | Q3 2025OLDER |
| Midwest Trust Co$8.0B AUM | 0.07% | $6M | 37.9K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.07% | $17M | 116.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.07% | $1.1B | 8.07M | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.07% | $6M | 39.1K | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 0.07% | $914,082 | 6.3K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.07% | $796,335 | 4.8K | Q2 2026 |
| REBALANCE, LLC$1.7B AUM | 0.07% | $1M | 7.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.07% | $63M | 431.1K | Q1 2026OLDER |
| Snider Financial Group$331M AUM | 0.07% | $220,969 | 1.5K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.07% | $137,870 | 946 | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.07% | $449,462 | 3.1K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.07% | $996,133 | 6.8K | Q2 2026 |
| Neumann Capital Management, LLC$340M AUM | 0.07% | $222,108 | 1.5K | Q1 2026OLDER |
| Bensler, LLC$969M AUM | 0.06% | $628,266 | 4.3K | Q1 2026OLDER |
| Dougherty Wealth Advisers LLC$158M AUM | 0.06% | $99,540 | 683 | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.06% | $705,090 | 4.8K | Q1 2026OLDER |
| Riverpoint Wealth Management Holdings, LLC$470M AUM | 0.06% | $296,581 | 2.0K | Q1 2026OLDER |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 0.06% | $172,774 | 1.2K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.06% | $1M | 7.6K | Q4 2025OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 0.06% | $133,042 | 913 | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.06% | $456,312 | 3.1K | Q1 2026OLDER |
| LJI Wealth Management, LLC$626M AUM | 0.06% | $385,992 | 2.6K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.06% | $107,624 | 738 | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.06% | $3M | 17.6K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.06% | $270,138 | 1.9K | Q3 2025OLDER |
| XY Planning Network, Inc.$626M AUM | 0.06% | $381,739 | 2.6K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.06% | $512,568 | 3.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.06% | $346M | 2.38M | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.06% | $500,219 | 3.0K | Q2 2026 |
| K.J. Harrison & Partners Inc$608M AUM | 0.06% | $365,079 | 2.5K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.06% | $756,950 | 5.2K | Q1 2026OLDER |
| American Trust$1.1B AUM | 0.06% | $675,953 | 4.6K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.06% | $161,599 | 1.2K | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.06% | $3M | 17.6K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.06% | $739,791 | 5.1K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 0.06% | $318,979 | 2.2K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.06% | $113,539 | 767 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.06% | $12M | 81.0K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.06% | $164,331 | 1.1K | Q1 2026OLDER |
| Cohen Capital Management, Inc.$735M AUM | 0.06% | $416,819 | 2.5K | Q2 2026 |
| Burk Holdings LLC$233M AUM | 0.06% | $131,457 | 902 | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.06% | $2M | 10.4K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.06% | $3M | 21.1K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.06% | $242,327 | 1.7K | Q3 2025OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.05% | $4M | 27.8K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.05% | $5M | 37.5K | Q1 2026OLDER |
| Legacy Financial Strategies, LLC$554M AUM | 0.05% | $301,682 | 2.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.05% | $30M | 203.9K | Q1 2026OLDER |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.05% | $319,754 | 2.2K | Q1 2026OLDER |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.05% | $246,533 | 1.7K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.05% | $117,758 | 808 | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.05% | $1M | 7.4K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.05% | $3M | 17.6K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.05% | $841,738 | 5.9K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.05% | $13M | 94.1K | Q4 2025OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.05% | $286,962 | 2.0K | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.05% | $183,540 | 1.3K | Q3 2025OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.05% | $2M | 11.8K | Q1 2026OLDER |
| Thomasville National Bank$1.6B AUM | 0.05% | $844,607 | 6.0K | Q4 2025OLDER |
| Triangle Securities Wealth Management$441M AUM | 0.05% | $229,520 | 1.6K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.05% | $646,943 | 4.4K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.05% | $517,009 | 3.1K | Q2 2026 |
| Key FInancial Inc$562M AUM | 0.05% | $287,691 | 2.0K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.05% | $461,450 | 3.0K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.05% | $737,882 | 5.1K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.05% | $153,902 | 1.1K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.05% | $310,718 | 2.1K | Q1 2026OLDER |
| Duncan Williams Asset Management, LLC$361M AUM | 0.05% | $201,061 | 1.3K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.05% | $43M | 293.1K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.05% | $5M | 33.9K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.05% | $1M | 9.2K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.05% | $1M | 10.3K | Q4 2025OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.05% | $510,479 | 3.5K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.05% | $226,265 | 1.6K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.05% | $182M | 1.25M | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.05% | $293,811 | 1.8K | Q2 2026 |
| &PARTNERS$20.2B AUM | 0.05% | $10M | 65.8K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.05% | $3M | 17.8K | Q2 2026 |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.05% | $309,090 | 2.2K | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.05% | $26M | 177.9K | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 0.05% | $287,028 | 2.0K | Q1 2026OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 0.05% | $2M | 13.9K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.04% | $12M | 85.0K | Q2 2026 |
| Performance Wealth Partners, LLC$3.4B AUM | 0.04% | $2M | 10.5K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.04% | $2M | 12.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 14.7K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.04% | $1M | 8.9K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $1M | 8.3K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.