ISHARES TR
CUSIP 464287507
Ishares Tr has 2,629 institutional holders in Filings Flow’s 13F database, together reporting 1268.16M shares worth $83.5B as of Q1 2026. The largest reported holders are Northwestern Mutual Wealth Management Co, Bank Of America Corp /De/, and Bank Of New York Mellon Corp.
Institutional Holders
2,629
Q1 2026
Reported Value
$83.5B
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 |
|---|---|---|---|---|
| Charter Capital Management, LLC\DE$200M AUM | 30.54% | $61M | 903.2K | Q1 2026OLDER |
| New England Professional Planning Group Inc.$239M AUM | 18.92% | $45M | 670.3K | Q1 2026OLDER |
| LTG Capital LLC$131M AUM | 18.21% | $24M | 353.0K | Q1 2026OLDER |
| MKD WEALTH COACHES, LLC$102M AUM | 16.53% | $17M | 248.8K | Q1 2026OLDER |
| Investments & Financial Planning, LLC$184M AUM | 14.94% | $27M | 406.3K | Q1 2026OLDER |
| TRUEFG, LLC$377M AUM | 14.87% | $56M | 830.8K | Q1 2026OLDER |
| Platt Investment Counsel, LLC$149M AUM | 14.78% | $22M | 286.1K | Q2 2026 |
| Aznar Financial Advisors, LLC$104M AUM | 14.21% | $15M | 224.1K | Q4 2025OLDER |
| INSTRUMENTAL WEALTH, LLC$163M AUM | 14.02% | $23M | 337.8K | Q1 2026OLDER |
| Altus Wealth Management, LLC$225M AUM | 13.60% | $31M | 452.9K | Q1 2026OLDER |
| Lee Financial Co$709M AUM | 13.34% | $95M | 1.40M | Q1 2026OLDER |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 13.23% | $76M | 1.13M | Q1 2026OLDER |
| Urban Financial Advisory Corp$283M AUM | 12.04% | $34M | 504.2K | Q1 2026OLDER |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 12.03% | $559M | 8.28M | Q1 2026OLDER |
| SWF LLC$1.1B AUM | 11.93% | $137M | 2.03M | Q1 2026OLDER |
| Townsend Financial Planning, LLC$103M AUM | 11.54% | $12M | 176.6K | Q1 2026OLDER |
| PLANNING ALTERNATIVES LTD /ADV$775M AUM | 11.33% | $88M | 1.30M | Q1 2026OLDER |
| BANK OF STOCKTON$323M AUM | 11.33% | $37M | 542.6K | Q1 2026OLDER |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 11.20% | $160M | 2.37M | Q1 2026OLDER |
| CBM Financial, LLC$160M AUM | 11.20% | $18M | 244.6K | Q1 2026OLDER |
| WEST PACES ADVISORS INC.$516M AUM | 11.00% | $57M | 841.1K | Q1 2026OLDER |
| LGL PARTNERS, LLC$243M AUM | 10.81% | $26M | 388.8K | Q1 2026OLDER |
| CJM Wealth Advisers, Ltd.$381M AUM | 10.77% | $41M | 532.1K | Q2 2026 |
| PENINSULA ASSET MANAGEMENT INC$196M AUM | 10.74% | $21M | 311.4K | Q1 2026OLDER |
| Campion Asset Management$147M AUM | 10.68% | $16M | 233.1K | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 10.42% | $559M | 8.28M | Q1 2026OLDER |
| Mullooly Asset Management, Inc.$271M AUM | 10.38% | $28M | 416.5K | Q1 2026OLDER |
| LCW Services, LLC$201M AUM | 10.06% | $20M | 299.8K | Q1 2026OLDER |
| PACK Private Wealth, LLC$218M AUM | 9.97% | $22M | 321.4K | Q1 2026OLDER |
| Bryant Woods Investment Advisors, LLC$272M AUM | 9.87% | $27M | 397.4K | Q1 2026OLDER |
| Avondale Wealth Management$203M AUM | 9.86% | $20M | 297.0K | Q1 2026OLDER |
| Guardian Wealth Advisors, LLC$174M AUM | 9.81% | $17M | 252.8K | Q1 2026OLDER |
| Alaska Wealth Advisors, LLC$833M AUM | 9.76% | $81M | 1.20M | Q1 2026OLDER |
| Single Point Partners, LLC$503M AUM | 9.61% | $48M | 715.2K | Q1 2026OLDER |
| Shoker Investment Counsel, Inc.$337M AUM | 9.57% | $32M | 477.3K | Q1 2026OLDER |
| BostonPremier Wealth LLC$194M AUM | 9.55% | $18M | 273.8K | Q1 2026OLDER |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE$327M AUM | 9.45% | $31M | 458.2K | Q1 2026OLDER |
| Orin Green Financial, LLC$244M AUM | 9.34% | $23M | 337.1K | Q1 2026OLDER |
| HORAN Wealth, LLC$1.1B AUM | 9.33% | $98M | 1.47M | Q1 2026OLDER |
| Chandler Asset Management, Inc.$659M AUM | 9.33% | $62M | 910.9K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 9.32% | $14M | 204.7K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 9.29% | $364M | 5.39M | Q1 2026OLDER |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 9.26% | $136M | 2.02M | Q1 2026OLDER |
| Gallagher Capital Advisors, LLC$148M AUM | 9.20% | $14M | 202.1K | Q1 2026OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 9.19% | $66M | 934.2K | Q1 2026OLDER |
| Tarbox Family Office, Inc.$616M AUM | 9.12% | $56M | 832.0K | Q1 2026OLDER |
| ANB BANK$247M AUM | 9.05% | $22M | 331.4K | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 8.98% | $18M | 264.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 8.77% | $578M | 8.57M | Q1 2026OLDER |
| Panoramic Capital Partners, LLC$162M AUM | 8.76% | $14M | 210.6K | Q1 2026OLDER |
| Arcataur Capital Management LLC$359M AUM | 8.67% | $31M | 461.6K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 8.65% | $18M | 265.4K | Q1 2026OLDER |
| Starboard Value LP$4.6B AUM | 8.61% | $394M | 5.83M | Q1 2026OLDER |
| Planning Project LLC$398M AUM | 8.45% | $34M | 509.3K | Q4 2025OLDER |
| Partnership Wealth Management, LLC$131M AUM | 8.34% | $11M | 161.9K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 8.16% | $31M | 464.7K | Q1 2026OLDER |
| Vestwell Advisors, LLC$365M AUM | 8.08% | $30M | 436.9K | Q1 2026OLDER |
| AtlasMark Financial, Inc$155M AUM | 7.61% | $12M | 178.5K | Q1 2026OLDER |
| 1015 Capital Partners, LLC$103M AUM | 7.43% | $8M | 113.1K | Q1 2026OLDER |
| Leverty Financial Group, LLC$452M AUM | 7.42% | $34M | 496.5K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 7.25% | $108M | 1.60M | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 7.19% | $1.1B | 15.80M | Q1 2026OLDER |
| Verde Capital Management$468M AUM | 7.14% | $33M | 494.6K | Q1 2026OLDER |
| BLB&B Advisors, LLC$2.4B AUM | 7.13% | $173M | 2.56M | Q1 2026OLDER |
| Tower Wealth Partners, Inc.$181M AUM | 7.10% | $13M | 190.2K | Q1 2026OLDER |
| Richwood Investment Advisors, LLC$130M AUM | 7.05% | $9M | 135.5K | Q1 2026OLDER |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 6.99% | $132M | 1.96M | Q1 2026OLDER |
| Rochester Wealth Strategies, LLC$165M AUM | 6.92% | $11M | 169.0K | Q1 2026OLDER |
| RiverGlades Family Offices LLC$170M AUM | 6.92% | $12M | 174.2K | Q1 2026OLDER |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 6.89% | $23M | 340.4K | Q1 2026OLDER |
| Drake & Associates, LLC$525M AUM | 6.86% | $36M | 533.2K | Q1 2026OLDER |
| RKL Wealth Management LLC$1.1B AUM | 6.79% | $75M | 1.12M | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 6.76% | $8M | 116.7K | Q1 2026OLDER |
| Wealth Care LLC$123M AUM | 6.76% | $8M | 108.2K | Q2 2026 |
| ASL Financial, LLC$125M AUM | 6.74% | $8M | 125.0K | Q1 2026OLDER |
| jvl associates llc$352M AUM | 6.67% | $23M | 304.7K | Q2 2026 |
| Lee-Kelleher Wealth Management$168M AUM | 6.66% | $11M | 165.7K | Q1 2026OLDER |
| Ally Invest Advisors Inc.$1.5B AUM | 6.64% | $99M | 1.46M | Q1 2026OLDER |
| Kopp Family Office, LLC$163M AUM | 6.62% | $11M | 140.1K | Q2 2026 |
| CGC Financial Services, LLC$346M AUM | 6.51% | $23M | 333.5K | Q1 2026OLDER |
| Hamilton Capital, LLC$1.9B AUM | 6.49% | $125M | 1.85M | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 6.49% | $15M | 229.2K | Q1 2026OLDER |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 6.47% | $16M | 240.4K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 6.45% | $43M | 635.1K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 6.45% | $19M | 288.1K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 6.39% | $98M | 1.45M | Q1 2026OLDER |
| ARROW FINANCIAL CORP$994M AUM | 6.28% | $62M | 924.5K | Q1 2026OLDER |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 6.27% | $20M | 260.0K | Q2 2026 |
| ESL Trust Services, LLC$524M AUM | 6.27% | $33M | 486.1K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 6.26% | $28M | 416.0K | Q1 2026OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 6.20% | $29M | 427.3K | Q1 2026OLDER |
| UNION SAVINGS BANK$228M AUM | 6.17% | $14M | 208.6K | Q1 2026OLDER |
| Keenan, LLC$119M AUM | 6.17% | $7M | 108.7K | Q1 2026OLDER |
| Eley Financial Management, Inc$277M AUM | 6.11% | $17M | 250.5K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 6.09% | $57M | 844.2K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 6.06% | $6M | 91.1K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 6.00% | $12M | 184.2K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 5.99% | $15M | 193.0K | Q2 2026 |
| BlueStem Wealth Partners, LLC$900M AUM | 5.99% | $54M | 797.6K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 5.93% | $29M | 425.3K | Q1 2026OLDER |
| American National Bank of Texas$105M AUM | 5.93% | $6M | 92.2K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 5.90% | $75M | 1.11M | Q1 2026OLDER |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 5.90% | $64M | 1.03M | Q4 2025OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 5.88% | $105M | 1.55M | Q1 2026OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 5.86% | $15M | 224.2K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 5.84% | $68M | 1.01M | Q1 2026OLDER |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 5.68% | $55M | 812.0K | Q1 2026OLDER |
| IFS Advisors, LLC$194M AUM | 5.68% | $11M | 163.2K | Q1 2026OLDER |
| Whitcomb & Hess, Inc.$463M AUM | 5.62% | $26M | 337.6K | Q2 2026 |
| INTEGRATED WEALTHCARE, LLC$120M AUM | 5.61% | $7M | 99.3K | Q1 2026OLDER |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 5.59% | $9M | 127.7K | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 5.58% | $52M | 775.5K | Q1 2026OLDER |
| Carroll Advisory Group, LLC$258M AUM | 5.57% | $14M | 212.3K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 5.54% | $61M | 899.1K | Q1 2026OLDER |
| MTC Wealth Management LLC$211M AUM | 5.50% | $12M | 171.6K | Q1 2026OLDER |
| Highview Capital Management LLC/DE/$275M AUM | 5.50% | $15M | 224.0K | Q1 2026OLDER |
| Newton One Investments LLC$368M AUM | 5.50% | $20M | 300.0K | Q1 2026OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 5.48% | $22M | 284.3K | Q2 2026 |
| Human Investing LLC$687M AUM | 5.43% | $37M | 551.6K | Q1 2026OLDER |
| Yanni & Associates Investment Advisors, LLC$108M AUM | 5.39% | $6M | 75.7K | Q2 2026 |
| Hudock, Inc.$680M AUM | 5.36% | $36M | 539.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 5.36% | $8.7B | 128.82M | Q1 2026OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 5.34% | $159M | 2.35M | Q1 2026OLDER |
| AAF Wealth Management, LLC$244M AUM | 5.33% | $13M | 192.5K | Q1 2026OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 5.29% | $390M | 5.78M | Q1 2026OLDER |
| Legacy Wealth Management, LLC$1.9B AUM | 5.25% | $100M | 1.30M | Q2 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 5.25% | $15M | 223.5K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 5.25% | $43M | 632.6K | Q1 2026OLDER |
| Factorial Partners, LLC$138M AUM | 5.24% | $7M | 106.9K | Q1 2026OLDER |
| Destiny Capital Corp/CO$188M AUM | 5.19% | $10M | 144.1K | Q1 2026OLDER |
| Serenus Wealth Advisors, LLC$501M AUM | 5.18% | $26M | 384.9K | Q1 2026OLDER |
| PEOPLES BANK /OH$163M AUM | 5.18% | $8M | 124.9K | Q1 2026OLDER |
| Summit Financial Strategies, Inc.$1.3B AUM | 5.17% | $66M | 972.2K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 5.15% | $70M | 908.6K | Q2 2026 |
| Accredited Investors Inc.$1.9B AUM | 5.15% | $95M | 1.41M | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 5.13% | $116M | 1.72M | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 5.13% | $9M | 128.5K | Q1 2026OLDER |
| Accretive Wealth Partners, LLC$356M AUM | 5.11% | $18M | 269.3K | Q1 2026OLDER |
| MERIDIAN MANAGEMENT CO$402M AUM | 5.10% | $20M | 303.3K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 5.10% | $15M | 223.3K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 5.03% | $105M | 1.56M | Q1 2026OLDER |
| David J Yvars Group$212M AUM | 5.01% | $11M | 137.8K | Q2 2026 |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 4.99% | $33M | 425.3K | Q2 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 4.99% | $236M | 3.20M | Q2 2026 |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 4.93% | $82M | 1.21M | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 4.92% | $12M | 177.3K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 4.88% | $69M | 894.5K | Q2 2026 |
| GenWealth Group, Inc.$584M AUM | 4.87% | $29M | 415.6K | Q4 2025OLDER |
| Hiley Hunt Wealth Management$253M AUM | 4.87% | $12M | 159.9K | Q2 2026 |
| Windsor Capital Management, LLC$385M AUM | 4.87% | $19M | 243.1K | Q2 2026 |
| Members Trust Co$3.0B AUM | 4.79% | $144M | 2.13M | Q1 2026OLDER |
| PW ADVISORS, LLC \ FL$133M AUM | 4.79% | $6M | 94.7K | Q1 2026OLDER |
| Jeter Robert S II$100M AUM | 4.79% | $5M | 65.0K | Q1 2026OLDER |
| Coyle Financial Counsel LLC$473M AUM | 4.76% | $23M | 333.2K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 4.73% | $20M | 301.2K | Q1 2026OLDER |
| Evernest Financial Advisors, LLC$481M AUM | 4.73% | $23M | 312.6K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 4.73% | $10M | 153.6K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 4.73% | $26M | 380.4K | Q1 2026OLDER |
| FORM Wealth Advisors, LLC$854M AUM | 4.72% | $40M | 596.6K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 4.70% | $7M | 103.7K | Q4 2025OLDER |
| ADG Wealth Management Group, LLC$145M AUM | 4.66% | $7M | 99.8K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 4.64% | $61M | 908.8K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 4.64% | $47M | 606.8K | Q2 2026 |
| Twele Capital Management, Inc.$561M AUM | 4.62% | $26M | 384.1K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 4.62% | $84M | 1.28M | Q3 2025OLDER |
| CIM INVESTMENT MANAGEMENT INC$375M AUM | 4.61% | $17M | 255.9K | Q1 2026OLDER |
| Argent Advisors, Inc.$366M AUM | 4.58% | $17M | 248.6K | Q1 2026OLDER |
| Alliance Private Wealth, LLC$288M AUM | 4.56% | $13M | 170.3K | Q2 2026 |
| WLTH Capital Management, LLC$156M AUM | 4.54% | $7M | 91.8K | Q2 2026 |
| Pine Ridge Advisers LLC$1.6B AUM | 4.52% | $73M | 1.09M | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 4.51% | $54M | 802.7K | Q1 2026OLDER |
| Ironwood Wealth Management, LLC.$349M AUM | 4.51% | $16M | 232.9K | Q1 2026OLDER |
| West Financial Advisors, LLC$659M AUM | 4.50% | $30M | 384.3K | Q2 2026 |
| Nadler Financial Group, Inc.$1.0B AUM | 4.47% | $46M | 686.8K | Q1 2026OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 4.47% | $15M | 199.5K | Q2 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 4.45% | $685M | 10.15M | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 4.43% | $40M | 591.8K | Q1 2026OLDER |
| Circle Wealth Management, LLC$7.0B AUM | 4.42% | $310M | 4.59M | Q1 2026OLDER |
| Pachira Investments Inc.$214M AUM | 4.41% | $9M | 139.9K | Q1 2026OLDER |
| Core Wealth Advisors, Inc.$419M AUM | 4.41% | $18M | 273.4K | Q1 2026OLDER |
| First National Bank of Hutchinson$157M AUM | 4.40% | $7M | 102.1K | Q1 2026OLDER |
| Omega Financial Group, LLC$308M AUM | 4.40% | $14M | 200.5K | Q1 2026OLDER |
| RoundAngle Advisors LLC$134M AUM | 4.39% | $6M | 87.0K | Q1 2026OLDER |
| DAVIS R M INC$5.6B AUM | 4.39% | $247M | 3.66M | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 4.36% | $25M | 370.1K | Q1 2026OLDER |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 4.32% | $6M | 87.4K | Q1 2026OLDER |
| Delta Wealth Advisors LLC$131M AUM | 4.29% | $6M | 83.5K | Q1 2026OLDER |
| ETF Store, Inc.$103M AUM | 4.27% | $4M | 64.9K | Q1 2026OLDER |
| FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM | 4.25% | $48M | 707.5K | Q1 2026OLDER |
| Vilga Financial Planning LLC$132M AUM | 4.24% | $6M | 72.6K | Q2 2026 |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 4.23% | $28M | 391.2K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 4.21% | $9M | 128.8K | Q1 2026OLDER |
| STERLING INVESTMENT ADVISORS LLC /ADV$223M AUM | 4.21% | $9M | 121.6K | Q2 2026 |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 4.19% | $5M | 76.1K | Q1 2026OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 4.18% | $17M | 248.4K | Q1 2026OLDER |
| HARBOR ADVISORY CORP /MA/$333M AUM | 4.14% | $14M | 203.9K | Q1 2026OLDER |
| Neumann Capital Management, LLC$340M AUM | 4.13% | $14M | 207.8K | Q1 2026OLDER |
| PCA Investment Advisory Services Inc.$300M AUM | 4.13% | $12M | 182.9K | Q1 2026OLDER |
| GreatBanc Trust CO$143M AUM | 4.12% | $6M | 87.3K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 4.11% | $9M | 138.5K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 4.10% | $92M | 1.37M | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 4.09% | $521M | 7.71M | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 4.08% | $97M | 1.44M | Q1 2026OLDER |
| Madrid Financial Services$169M AUM | 4.07% | $7M | 102.1K | Q1 2026OLDER |
| Alpha Financial Partners LLC$169M AUM | 4.07% | $7M | 101.7K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 4.06% | $5M | 79.5K | Q1 2026OLDER |
| GREENBERG FINANCIAL GROUP$270M AUM | 4.06% | $11M | 142.1K | Q2 2026 |
| MUIRFIELD WEALTH ADVISORS LLC$136M AUM | 4.05% | $6M | 81.6K | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 4.04% | $22M | 318.6K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 4.00% | $17M | 249.8K | Q1 2026OLDER |
| Clarity Wealth Advisors, LLC$486M AUM | 4.00% | $19M | 287.9K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 3.97% | $20M | 303.2K | Q1 2026OLDER |
| Stephenson & Company, Inc.$184M AUM | 3.94% | $7M | 107.7K | Q1 2026OLDER |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 3.94% | $60M | 894.0K | Q1 2026OLDER |
| American Trust$1.1B AUM | 3.93% | $44M | 658.8K | Q1 2026OLDER |
| LeConte Wealth Management, LLC$155M AUM | 3.93% | $6M | 90.0K | Q1 2026OLDER |
| BayBridge Capital Group, LLC$161M AUM | 3.91% | $6M | 95.6K | Q1 2026OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 3.91% | $193M | 2.87M | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 3.90% | $8M | 107.8K | Q2 2026 |
| MASON STREET ADVISORS, LLC$1.0B AUM | 3.90% | $40M | 289.9K | Q4 2025OLDER |
| SWS Partners$405M AUM | 3.89% | $16M | 233.5K | Q1 2026OLDER |
| Clarus Wealth Advisors$235M AUM | 3.88% | $9M | 132.6K | Q1 2026OLDER |
| Wealthquest Corp$1.4B AUM | 3.86% | $55M | 807.6K | Q2 2026 |
| Coign Capital Advisors LLC$190M AUM | 3.83% | $7M | 107.9K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 3.82% | $12M | 174.2K | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 3.82% | $41M | 530.9K | Q2 2026 |
| Stockman Wealth Management, Inc.$906M AUM | 3.82% | $35M | 512.6K | Q1 2026OLDER |
| North Berkeley Wealth Management, LLC$189M AUM | 3.81% | $7M | 106.6K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 3.80% | $15M | 229.0K | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 3.79% | $7M | 96.6K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 3.79% | $8M | 120.8K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 3.77% | $7M | 102.2K | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 3.76% | $78M | 1.15M | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 3.76% | $13M | 198.9K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 3.72% | $8M | 115.3K | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 3.71% | $26M | 378.3K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 3.70% | $15M | 216.1K | Q1 2026OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 3.68% | $7M | 105.5K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 3.68% | $14M | 206.5K | Q1 2026OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 3.67% | $10M | 150.6K | Q1 2026OLDER |
| Cascade Wealth Advisors, Inc$228M AUM | 3.67% | $8M | 112.8K | Q1 2026OLDER |
| Global Wealth Management, LLC$183M AUM | 3.65% | $7M | 99.2K | Q1 2026OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 3.63% | $6M | 91.9K | Q1 2026OLDER |
| Tenzing Financial LLC$146M AUM | 3.57% | $5M | 68.1K | Q2 2026 |
| Well Done, LLC$681M AUM | 3.57% | $24M | 359.5K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 3.56% | $28M | 266.8K | Q1 2026OLDER |
| Hudson Oak Wealth Advisory LLC$115M AUM | 3.56% | $4M | 60.6K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 3.55% | $5M | 75.6K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 3.53% | $13M | 194.0K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 3.51% | $127M | 1.89M | Q1 2026OLDER |
| Vericrest Private Wealth$111M AUM | 3.51% | $4M | 58.0K | Q1 2026OLDER |
| Friedenthal Financial$217M AUM | 3.50% | $8M | 98.2K | Q2 2026 |
| Merkkuri Wealth Advisors LLC$151M AUM | 3.49% | $5M | 78.0K | Q1 2026OLDER |
| KFA Private Wealth Group, LLC$417M AUM | 3.43% | $14M | 211.7K | Q1 2026OLDER |
| Cadia Private Client LLC$123M AUM | 3.43% | $4M | 62.5K | Q1 2026OLDER |
| Trifecta Capital Advisors, LLC$646M AUM | 3.41% | $22M | 326.5K | Q1 2026OLDER |
| ALPHA CAPITAL ADVISORS INC /ADV$105M AUM | 3.40% | $4M | 52.9K | Q1 2026OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 3.39% | $12M | 178.4K | Q1 2026OLDER |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 3.38% | $13M | 193.6K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 3.36% | $19M | 277.1K | Q1 2026OLDER |
| BRIGHT FINANCIAL ADVISORS, INC.$218M AUM | 3.36% | $7M | 108.6K | Q1 2026OLDER |
| Harbor Group, Inc.$692M AUM | 3.36% | $23M | 344.3K | Q1 2026OLDER |
| Coastline Trust Co$1.0B AUM | 3.33% | $34M | 497.4K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 3.31% | $10M | 153.2K | Q1 2026OLDER |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 3.31% | $28M | 414.9K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 3.31% | $20M | 299.1K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 3.30% | $8M | 120.5K | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 3.29% | $40M | 586.2K | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 3.27% | $22M | 332.6K | Q1 2026OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 3.26% | $33M | 494.9K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 3.25% | $20M | 298.0K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 3.23% | $30M | 437.3K | Q1 2026OLDER |
| Boyd Wealth Management, LLC$236M AUM | 3.22% | $8M | 112.7K | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 3.21% | $4M | 57.2K | Q1 2026OLDER |
| Capital Developers, LLC$111M AUM | 3.21% | $4M | 52.7K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 3.21% | $73M | 1.08M | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 3.20% | $11M | 166.2K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 3.16% | $11M | 160.3K | Q1 2026OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 3.16% | $25M | 363.7K | Q1 2026OLDER |
| Wela Strategies, Inc.$264M AUM | 3.15% | $8M | 127.1K | Q3 2025OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 3.12% | $99M | 1.46M | Q1 2026OLDER |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 3.09% | $4M | 52.2K | Q2 2026 |
| Sage Financial Management Group, Inc.$325M AUM | 3.07% | $10M | 148.0K | Q1 2026OLDER |
| Braeburn Wealth Management LLC$175M AUM | 3.07% | $5M | 79.6K | Q1 2026OLDER |
| Sound Stewardship, LLC$218M AUM | 3.07% | $7M | 99.2K | Q1 2026OLDER |
| NORTH DALLAS BANK & TRUST CO$169M AUM | 3.05% | $5M | 66.7K | Q2 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 3.04% | $158M | 2.34M | Q1 2026OLDER |
| Aft, Forsyth & Sober, LLC$328M AUM | 3.04% | $10M | 147.4K | Q1 2026OLDER |
| SMITH SHELLNUT WILSON LLC /ADV$260M AUM | 3.03% | $8M | 121.0K | Q3 2025OLDER |
| Aureum Wealth Management, LLC$144M AUM | 3.01% | $4M | 64.0K | Q1 2026OLDER |
| Inlight Wealth Management, LLC$270M AUM | 2.98% | $8M | 119.3K | Q1 2026OLDER |
| Winthrop Advisory Group LLC$1.2B AUM | 2.96% | $36M | 537.0K | Q1 2026OLDER |
| LifeSteps Financial, Inc.$158M AUM | 2.95% | $5M | 69.1K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 2.95% | $4M | 63.4K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 2.94% | $8M | 106.0K | Q2 2026 |
| Riverpoint Wealth Management Holdings, LLC$470M AUM | 2.93% | $14M | 204.1K | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 2.92% | $40M | 604.3K | Q4 2025OLDER |
| May Hill Capital, LLC$371M AUM | 2.91% | $11M | 163.7K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 2.90% | $33M | 495.5K | Q1 2026OLDER |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 2.90% | $5M | 75.4K | Q1 2026OLDER |
| Financial Council, LLC$259M AUM | 2.88% | $7M | 110.7K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 2.87% | $206M | 3.06M | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 2.84% | $9M | 127.3K | Q1 2026OLDER |
| C2C Wealth Management, LLC$128M AUM | 2.82% | $4M | 46.6K | Q2 2026 |
| Bigelow Investment Advisors, LLC$250M AUM | 2.81% | $7M | 104.0K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 2.81% | $4M | 63.1K | Q1 2026OLDER |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 2.78% | $5M | 75.1K | Q1 2026OLDER |
| Cottage Street Advisors LLC$231M AUM | 2.78% | $6M | 95.0K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 2.77% | $21M | 311.7K | Q1 2026OLDER |
| Curry Webb Wealth Management LLC$202M AUM | 2.77% | $6M | 84.7K | Q2 2026 |
| SYNTAX RESEARCH, INC.$157M AUM | 2.76% | $4M | 64.3K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 2.76% | $38M | 569.5K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 2.75% | $52M | 776.0K | Q1 2026OLDER |
| Randolph Co Inc$1.0B AUM | 2.75% | $29M | 426.2K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 2.73% | $36M | 535.0K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 2.73% | $19M | 281.6K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 2.72% | $33M | 498.3K | Q3 2025OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 2.71% | $16M | 234.4K | Q1 2026OLDER |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 2.71% | $52M | 777.1K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 2.70% | $173M | 2.56M | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 2.70% | $37M | 551.8K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 2.70% | $4M | 52.4K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 2.70% | $48M | 713.4K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 2.69% | $6M | 86.0K | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 2.69% | $4M | 51.8K | Q1 2026OLDER |
| NAN FUNG TRINITY (HK) Ltd$911M AUM | 2.66% | $24M | 359.0K | Q1 2026OLDER |
| Robinhood Asset Management, LLC$1.4B AUM | 2.66% | $33M | 506.2K | Q4 2025OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 2.64% | $15M | 227.8K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 2.62% | $38M | 565.4K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 2.60% | $526M | 7.78M | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 2.57% | $20M | 295.6K | Q1 2026OLDER |
| CLEAR WAVE WEALTH MANAGEMENT LLC$463M AUM | 2.56% | $12M | 175.4K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 2.52% | $66M | 894.5K | Q1 2026OLDER |
| Astra Wealth Partners LLC$168M AUM | 2.51% | $4M | 62.4K | Q1 2026OLDER |
| Greenfield Savings Bank$264M AUM | 2.50% | $7M | 85.6K | Q2 2026 |
| Petros Family Wealth, LLC$140M AUM | 2.50% | $4M | 51.9K | Q1 2026OLDER |
| InvesTrust$238M AUM | 2.49% | $6M | 87.9K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 2.46% | $5M | 67.6K | Q1 2026OLDER |
| Crestmont Private Wealth LLC$317M AUM | 2.46% | $8M | 115.6K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$959M AUM | 2.45% | $23M | 304.7K | Q2 2026 |
| May Barnhard Investments LLC$206M AUM | 2.44% | $5M | 74.6K | Q1 2026OLDER |
| Arcus Capital Partners, LLC$278M AUM | 2.43% | $7M | 100.1K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 2.43% | $17M | 255.0K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 2.42% | $9M | 136.1K | Q1 2026OLDER |
| Towercrest Capital Management$642M AUM | 2.42% | $16M | 230.3K | Q1 2026OLDER |
| Pitti Group Wealth Management, LLC$123M AUM | 2.42% | $3M | 44.1K | Q1 2026OLDER |
| Inman Jager Wealth Management, LLC$171M AUM | 2.42% | $4M | 61.3K | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 2.42% | $121M | 1.80M | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 2.40% | $43M | 636.8K | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 2.40% | $19M | 279.0K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 2.39% | $7M | 98.5K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 2.38% | $16M | 210.1K | Q2 2026 |
| AlTi Global, Inc.$4.6B AUM | 2.38% | $109M | 1.62M | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 2.37% | $5M | 72.8K | Q1 2026OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 2.35% | $22M | 327.9K | Q1 2026OLDER |
| AMES NATIONAL CORP$167M AUM | 2.34% | $4M | 57.8K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 2.34% | $10M | 155.2K | Q1 2026OLDER |
| Triangle Securities Wealth Management$504M AUM | 2.30% | $12M | 150.4K | Q2 2026 |
| Joel Adams & Associates, Inc.$135M AUM | 2.30% | $3M | 45.8K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 2.29% | $8M | 114.9K | Q1 2026OLDER |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 2.28% | $8M | 118.0K | Q1 2026OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 2.28% | $30M | 450.9K | Q1 2026OLDER |
| LifeWealth Investments, LLC$374M AUM | 2.27% | $9M | 110.3K | Q2 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 2.27% | $71M | 1.05M | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 2.26% | $139M | 2.06M | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 2.26% | $618M | 9.15M | Q1 2026OLDER |
| GREENWOOD GEARHART LLC$1.8B AUM | 2.24% | $41M | 612.9K | Q1 2026OLDER |
| NorthLanding Financial Partners, LLC$124M AUM | 2.23% | $3M | 41.0K | Q1 2026OLDER |
| Cushing Capital Partners, LLC$130M AUM | 2.22% | $3M | 42.7K | Q1 2026OLDER |
| Sherman Asset Management, Inc.$109M AUM | 2.21% | $2M | 35.6K | Q1 2026OLDER |
| Fairman Group, LLC$117M AUM | 2.20% | $3M | 38.2K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 2.20% | $16M | 235.2K | Q1 2026OLDER |
| Pacific Park Financial, Inc.$153M AUM | 2.16% | $3M | 49.0K | Q1 2026OLDER |
| Clay Northam Wealth Management, LLC$178M AUM | 2.16% | $4M | 57.0K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 2.16% | $43M | 641.7K | Q1 2026OLDER |
| FFT WEALTH MANAGEMENT LLC$552M AUM | 2.16% | $12M | 176.6K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 2.16% | $6M | 95.4K | Q1 2026OLDER |
| MY Wealth Management Inc.$103M AUM | 2.15% | $2M | 38.1K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 2.15% | $53M | 782.2K | Q2 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 2.15% | $24M | 352.6K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 2.13% | $4M | 58.2K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 2.11% | $5M | 73.8K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 2.11% | $33M | 484.0K | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 2.09% | $8M | 115.6K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 2.09% | $370M | 5.48M | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 2.08% | $9M | 117.9K | Q2 2026 |
| Asset Allocation Strategies LLC$563M AUM | 2.08% | $12M | 173.5K | Q1 2026OLDER |
| Counterweight Ventures, LLC$178M AUM | 2.07% | $4M | 54.8K | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 2.07% | $3M | 40.3K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 2.07% | $13M | 198.7K | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 2.07% | $13M | 191.9K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 2.06% | $35M | 520.4K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 2.05% | $4M | 65.8K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 2.05% | $8M | 124.8K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 2.05% | $5M | 81.3K | Q1 2026OLDER |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 2.04% | $5M | 69.6K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 2.03% | $7M | 110.9K | Q1 2026OLDER |
| Slagle Financial, LLC$303M AUM | 2.02% | $6M | 90.7K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 2.02% | $52M | 674.2K | Q2 2026 |
| General Partner, Inc.$186M AUM | 2.00% | $4M | 48.3K | Q2 2026 |
| Brightwater Advisory LLC$151M AUM | 2.00% | $3M | 44.8K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 1.99% | $21M | 305.9K | Q1 2026OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 1.97% | $3M | 45.8K | Q1 2026OLDER |
| EJMK Ventures LLC$179M AUM | 1.97% | $4M | 52.1K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 1.95% | $26M | 392.0K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 1.94% | $7M | 104.1K | Q1 2026OLDER |
| Hi-Line Capital Management, LLC$318M AUM | 1.94% | $6M | 91.3K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 1.93% | $9M | 138.3K | Q1 2026OLDER |
| United Bank$301M AUM | 1.92% | $6M | 85.7K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 1.92% | $12M | 172.8K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 1.91% | $5M | 76.8K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 1.91% | $11M | 163.2K | Q1 2026OLDER |
| United Community Bank$300M AUM | 1.91% | $6M | 84.7K | Q1 2026OLDER |
| AUA CAPITAL MANAGEMENT, LLC$196M AUM | 1.90% | $4M | 55.2K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 1.90% | $478M | 7.09M | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 1.90% | $27M | 400.0K | Q1 2026OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 1.90% | $10M | 146.6K | Q1 2026OLDER |
| Enclave Advisors LLC$729M AUM | 1.89% | $14M | 204.2K | Q1 2026OLDER |
| Nolet Wealth Management, LLC$176M AUM | 1.89% | $3M | 49.1K | Q1 2026OLDER |
| Next Capital Management LLC$330M AUM | 1.89% | $6M | 92.2K | Q1 2026OLDER |
| Armor Investment Advisors, LLC$278M AUM | 1.87% | $5M | 76.8K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 1.86% | $71M | 1.06M | Q1 2026OLDER |
| AMARA FINANCIAL, LLC.$145M AUM | 1.86% | $3M | 39.9K | Q1 2026OLDER |
| Ramsay, Stattman, Vela & Price, Inc.$506M AUM | 1.85% | $9M | 139.0K | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 1.85% | $14M | 200.3K | Q1 2026OLDER |
| American Financial Advisors, LLC$750M AUM | 1.84% | $14M | 204.7K | Q1 2026OLDER |
| Adirondack Capital Advisors, LLC$156M AUM | 1.84% | $3M | 42.5K | Q1 2026OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 1.83% | $6M | 83.6K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 1.83% | $54M | 800.2K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 1.82% | $2M | 33.5K | Q1 2026OLDER |
| Affiance Financial, LLC$695M AUM | 1.82% | $13M | 163.8K | Q2 2026 |
| Chesley Taft & Associates LLC$2.6B AUM | 1.81% | $46M | 602.2K | Q2 2026 |
| OPINICUS CAPITAL, INC.$142M AUM | 1.80% | $3M | 37.8K | Q1 2026OLDER |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 1.80% | $2M | 26.3K | Q1 2026OLDER |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 1.79% | $11M | 169.6K | Q1 2026OLDER |
| IronBridge Private Wealth, LLC$310M AUM | 1.78% | $6M | 81.9K | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 1.77% | $15M | 220.4K | Q1 2026OLDER |
| III Capital Management$344M AUM | 1.76% | $7M | 112.0K | Q3 2025OLDER |
| Taylor Financial Group, Inc.$165M AUM | 1.75% | $3M | 42.8K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 1.75% | $18M | 262.6K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 1.74% | $315M | 4.67M | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 1.74% | $114M | 1.68M | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 1.73% | $8M | 124.1K | Q1 2026OLDER |
| STAR Financial Bank$212M AUM | 1.73% | $4M | 54.2K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 1.73% | $84M | 1.23M | Q1 2026OLDER |
| Southeast Asset Advisors, LLC$913M AUM | 1.72% | $16M | 232.9K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 1.71% | $9M | 126.4K | Q1 2026OLDER |
| CONSILIO WEALTH ADVISORS, LLC$342M AUM | 1.70% | $6M | 86.2K | Q1 2026OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 1.70% | $9M | 136.3K | Q4 2025OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 1.69% | $28M | 417.6K | Q1 2026OLDER |
| NerdWallet Wealth Partners, LLC$290M AUM | 1.69% | $5M | 63.5K | Q2 2026 |
| Vishria Bird Financial Group, LLC$510M AUM | 1.69% | $9M | 131.8K | Q3 2025OLDER |
| Elyxium Wealth, LLC$312M AUM | 1.69% | $5M | 77.8K | Q1 2026OLDER |
| Antonelli Financial Advisors, LLC$145M AUM | 1.67% | $2M | 35.8K | Q1 2026OLDER |
| Alliance Wealth Management Group$457M AUM | 1.67% | $8M | 113.1K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 1.67% | $22M | 327.6K | Q1 2026OLDER |
| Financially in Tune, LLC$116M AUM | 1.67% | $2M | 28.7K | Q1 2026OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 1.67% | $3M | 33.7K | Q2 2026 |
| UMB Bank, n.a.$7.2B AUM | 1.66% | $119M | 1.77M | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 1.66% | $13M | 193.6K | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 1.66% | $4M | 60.7K | Q1 2026OLDER |
| Rice Partnership, LLC$732M AUM | 1.66% | $12M | 180.1K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 1.66% | $6M | 81.3K | Q2 2026 |
| St. Louis Trust Co$856M AUM | 1.65% | $14M | 209.7K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 1.65% | $3M | 41.9K | Q2 2026 |
| Broadview Financial Management, LLC$146M AUM | 1.64% | $2M | 35.6K | Q1 2026OLDER |
| GEM Asset Management, LLC$227M AUM | 1.64% | $4M | 55.0K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 1.63% | $4M | 59.8K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 1.61% | $14M | 200.9K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 1.61% | $17M | 225.2K | Q2 2026 |
| Quotient Wealth Partners, LLC$3.8B AUM | 1.61% | $61M | 907.1K | Q1 2026OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 1.61% | $11M | 160.3K | Q1 2026OLDER |
| Fluent Financial, LLC$280M AUM | 1.60% | $4M | 58.0K | Q2 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 1.59% | $31M | 458.2K | Q1 2026OLDER |
| INTRUST BANK NA$1.2B AUM | 1.59% | $19M | 288.7K | Q1 2026OLDER |
| Dale Q Rice Investment Management Ltd$132M AUM | 1.59% | $2M | 31.0K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 1.58% | $3M | 43.5K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 1.58% | $106M | 1.57M | Q1 2026OLDER |
| Exchange Bank$161M AUM | 1.58% | $3M | 32.9K | Q2 2026 |
| Forza Wealth Management, LLC$287M AUM | 1.56% | $4M | 66.5K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 1.54% | $4M | 55.2K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 1.54% | $7M | 102.1K | Q1 2026OLDER |
| Finward Bancorp$125M AUM | 1.54% | $2M | 28.5K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 1.54% | $22M | 306.5K | Q1 2026OLDER |
| MOR Wealth Management, LLC$218M AUM | 1.54% | $3M | 49.6K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 1.54% | $168M | 2.48M | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 1.53% | $12M | 162.4K | Q2 2026 |
| 1ST SOURCE BANK$1.9B AUM | 1.53% | $30M | 438.8K | Q1 2026OLDER |
| CrossGen Wealth, LLC$114M AUM | 1.53% | $2M | 25.8K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 1.53% | $6M | 88.1K | Q1 2026OLDER |
| New Hampshire Trust$496M AUM | 1.52% | $8M | 111.7K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 1.52% | $3M | 44.0K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 1.51% | $10M | 151.6K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 1.51% | $6M | 87.7K | Q1 2026OLDER |
| 21 West Wealth Management LLC$108M AUM | 1.50% | $2M | 23.9K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 1.50% | $9M | 134.9K | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 1.49% | $4M | 53.8K | Q4 2025OLDER |
| Legacy Trust$522M AUM | 1.49% | $8M | 115.3K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 1.49% | $9M | 132.3K | Q1 2026OLDER |
| Tempo Wealth, LLC$573M AUM | 1.49% | $9M | 126.3K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.