ISHARES TR
CUSIP 464287598
Ishares Tr has 1,885 institutional holders in Filings Flow’s 13F database, together reporting 265.15M shares worth $55.9B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Goldman Sachs Group Inc.
Institutional Holders
1,885
Q1 2026
Reported Value
$55.9B
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 |
|---|---|---|---|---|
| LWM ADVISORS INC$134M AUM | 23.05% | $31M | 127.5K | Q2 2026 |
| FSA Wealth Management LLC$273M AUM | 19.93% | $54M | 267.6K | Q3 2025OLDER |
| Pacific Life Fund Advisors LLC$871M AUM | 19.72% | $172M | 803.5K | Q1 2026OLDER |
| Objectivity Squared, LLC$159M AUM | 19.35% | $31M | 143.6K | Q1 2026OLDER |
| Wind River Trust Co$265M AUM | 18.65% | $49M | 231.4K | Q1 2026OLDER |
| LANDAAS & CO /WI /ADV$456M AUM | 17.51% | $80M | 373.5K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 16.50% | $96M | 395.3K | Q2 2026 |
| Gainplan LLC$254M AUM | 16.41% | $44M | 208.2K | Q4 2025OLDER |
| Stairway Partners, LLC$2.1B AUM | 15.21% | $323M | 1.33M | Q2 2026 |
| NESTEGG ADVISORS, INC.$114M AUM | 14.88% | $17M | 79.3K | Q1 2026OLDER |
| Sylvest Advisors, LLC$188M AUM | 13.89% | $26M | 122.2K | Q1 2026OLDER |
| Paulson Wealth Management Inc.$427M AUM | 13.70% | $58M | 273.5K | Q1 2026OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 13.33% | $374M | 1.75M | Q1 2026OLDER |
| Ryan Investment Management, Inc.$221M AUM | 13.21% | $29M | 120.4K | Q2 2026 |
| Beirne Wealth Consulting Services, LLC$503M AUM | 13.11% | $66M | 271.7K | Q2 2026 |
| Marquette Asset Management, LLC$779M AUM | 12.38% | $96M | 397.8K | Q2 2026 |
| Mizuho Bank, Ltd.$369M AUM | 12.02% | $101M | 480.0K | Q4 2025OLDER |
| 71 West Capital Partners$2.3B AUM | 11.88% | $270M | 1.26M | Q1 2026OLDER |
| Corundum Group, Inc.$299M AUM | 11.84% | $35M | 165.7K | Q1 2026OLDER |
| Jasper Ridge Partners, L.P.$4.5B AUM | 11.73% | $527M | 2.47M | Q1 2026OLDER |
| SMI Advisory Services, LLC$617M AUM | 10.25% | $63M | 255.7K | Q2 2026 |
| Oakworth Capital, Inc.$1.9B AUM | 9.76% | $184M | 862.3K | Q1 2026OLDER |
| BITTERROOT CAPITAL ADVISORS LLC$165M AUM | 9.40% | $15M | 72.4K | Q1 2026OLDER |
| Kelsey Financial, LLC$114M AUM | 9.35% | $11M | 50.0K | Q1 2026OLDER |
| Newport Capital Group, LLC$164M AUM | 9.25% | $15M | 71.1K | Q1 2026OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 9.13% | $33M | 153.6K | Q1 2026OLDER |
| Krane Financial Solutions LLC$147M AUM | 8.33% | $12M | 57.4K | Q1 2026OLDER |
| Paladin Partners, LLC$139M AUM | 8.03% | $11M | 52.1K | Q2 2026 |
| Cordatus Wealth Management LLC$420M AUM | 8.03% | $34M | 157.9K | Q1 2026OLDER |
| WEST BANCORPORATION INC$200M AUM | 7.80% | $16M | 73.1K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 7.55% | $660M | 3.24M | Q3 2025OLDER |
| PFW Advisors LLC$318M AUM | 7.46% | $24M | 111.0K | Q1 2026OLDER |
| Independent Family Office, LLC$243M AUM | 7.44% | $18M | 84.7K | Q1 2026OLDER |
| FMA Wealth Management, LLC$156M AUM | 7.35% | $11M | 47.3K | Q2 2026 |
| Waldron Private Wealth LLC$2.6B AUM | 7.25% | $186M | 869.6K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 7.15% | $73M | 340.9K | Q1 2026OLDER |
| Westshore Wealth, LLC$285M AUM | 6.93% | $20M | 92.4K | Q1 2026OLDER |
| 1ST SOURCE BANK$1.9B AUM | 6.86% | $133M | 621.9K | Q1 2026OLDER |
| Veratis Advisors, Inc.$126M AUM | 6.53% | $8M | 37.0K | Q4 2025OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 5.89% | $31M | 143.9K | Q1 2026OLDER |
| STEPHENS GROUP ASSET MANAGEMENT, LLC$1.6B AUM | 5.87% | $92M | 431.2K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 5.45% | $14M | 60.5K | Q1 2026OLDER |
| INSIGHT 2811, INC.$239M AUM | 5.34% | $13M | 59.7K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 5.31% | $694M | 3.25M | Q1 2026OLDER |
| Northern Lights Advisors, Inc.$148M AUM | 5.29% | $8M | 36.6K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 5.25% | $14M | 66.7K | Q1 2026OLDER |
| Pacific Sage Partners, LLC$636M AUM | 5.21% | $33M | 155.0K | Q1 2026OLDER |
| FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM | 5.06% | $57M | 266.2K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 4.98% | $47M | 221.8K | Q1 2026OLDER |
| Stegner Investment Associates Inc.$183M AUM | 4.49% | $8M | 38.4K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 4.44% | $44M | 206.5K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 4.37% | $7M | 31.5K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 4.35% | $7M | 34.2K | Q1 2026OLDER |
| INVESTMENT PARTNERS, LTD.$281M AUM | 4.32% | $12M | 56.8K | Q1 2026OLDER |
| CM WEALTH ADVISORS LLC$470M AUM | 4.30% | $20M | 94.6K | Q1 2026OLDER |
| Ellenbecker Investment Group$743M AUM | 4.22% | $31M | 146.7K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 4.16% | $33M | 56.5K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 4.14% | $13M | 61.6K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 4.13% | $77M | 359.1K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 4.08% | $19M | 90.0K | Q2 2026 |
| Paladin Advisory Group, LLC$131M AUM | 4.05% | $5M | 24.9K | Q1 2026OLDER |
| Mullaney, Keating & Wright, Inc.$207M AUM | 4.02% | $8M | 34.3K | Q2 2026 |
| PW Nova Financial Services LLC$399M AUM | 3.99% | $16M | 74.4K | Q1 2026OLDER |
| Piedmont Capital Management, LLC/NC$150M AUM | 3.92% | $6M | 27.5K | Q1 2026OLDER |
| Brightwater Advisory LLC$151M AUM | 3.89% | $6M | 27.5K | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 3.88% | $17M | 79.2K | Q1 2026OLDER |
| Ballast, Inc.$432M AUM | 3.67% | $16M | 74.2K | Q1 2026OLDER |
| Noble Family Wealth, LLC$484M AUM | 3.65% | $18M | 82.8K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 3.48% | $1.7B | 8.02M | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 3.42% | $7M | 32.3K | Q1 2026OLDER |
| Broadview Financial Management, LLC$146M AUM | 3.38% | $5M | 23.2K | Q1 2026OLDER |
| American State Bank (Iowa)$247M AUM | 3.37% | $8M | 34.3K | Q2 2026 |
| Claro Advisors Inc.$830M AUM | 3.28% | $27M | 127.5K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 3.25% | $8M | 33.3K | Q2 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 3.20% | $20M | 93.5K | Q1 2026OLDER |
| Prism Advisors, Inc.$375M AUM | 3.17% | $12M | 55.6K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 3.06% | $8M | 39.5K | Q1 2026OLDER |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC.$419M AUM | 3.01% | $13M | 59.1K | Q1 2026OLDER |
| Newton One Investments LLC$368M AUM | 2.94% | $11M | 50.7K | Q1 2026OLDER |
| Independence Asset Advisors, LLC$277M AUM | 2.88% | $8M | 37.3K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 2.80% | $4M | 18.2K | Q1 2026OLDER |
| OFS Enterprise LLC$392M AUM | 2.80% | $11M | 45.2K | Q2 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 2.79% | $40M | 178.1K | Q1 2026OLDER |
| Oldfather Financial Services, LLC$336M AUM | 2.75% | $9M | 44.0K | Q4 2025OLDER |
| Red Tortoise LLC$240M AUM | 2.68% | $6M | 30.1K | Q1 2026OLDER |
| Clientfirst Wealth Management, LLC$118M AUM | 2.61% | $3M | 14.5K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 2.59% | $757M | 3.55M | Q1 2026OLDER |
| BG Investment Services, LLC$120M AUM | 2.59% | $3M | 14.6K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 2.58% | $6M | 27.5K | Q1 2026OLDER |
| AlphaCentric Advisors LLC$100M AUM | 2.52% | $3M | 11.8K | Q1 2026OLDER |
| Nadler Financial Group, Inc.$1.0B AUM | 2.47% | $26M | 120.0K | Q1 2026OLDER |
| Aureum Wealth Management, LLC$144M AUM | 2.38% | $3M | 16.0K | Q1 2026OLDER |
| Towerpoint Wealth, LLC$289M AUM | 2.33% | $7M | 27.8K | Q2 2026 |
| RMR Wealth Builders$1.3B AUM | 2.31% | $29M | 137.2K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 2.29% | $160M | 747.1K | Q1 2026OLDER |
| Disciplined Investments, LLC$279M AUM | 2.27% | $6M | 29.6K | Q1 2026OLDER |
| TPG Financial Advisors, LLC$307M AUM | 2.24% | $7M | 32.3K | Q1 2026OLDER |
| POTENTIA WEALTH$259M AUM | 2.19% | $6M | 26.5K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 2.14% | $2M | 12.9K | Q2 2026 |
| Auour Investments LLC$318M AUM | 2.13% | $7M | 31.7K | Q1 2026OLDER |
| Mainstream Capital Management LLC$149M AUM | 2.13% | $3M | 14.8K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 2.11% | $17M | 80.5K | Q1 2026OLDER |
| Dynamic Financial Group$122M AUM | 2.09% | $3M | 12.0K | Q1 2026OLDER |
| Hillcrest Wealth Advisors - NY, LLC$247M AUM | 2.09% | $5M | 24.1K | Q1 2026OLDER |
| Smith & Howard Wealth Management, LLC$462M AUM | 2.09% | $10M | 45.2K | Q1 2026OLDER |
| Circle Wealth Management, LLC$7.0B AUM | 2.05% | $144M | 672.7K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 2.03% | $22M | 105.1K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 2.03% | $4M | 18.6K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 2.01% | $1.3B | 6.03M | Q1 2026OLDER |
| Berman McAleer LLC$733M AUM | 1.99% | $15M | 68.3K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 1.95% | $4M | 18.9K | Q1 2026OLDER |
| Raub Brock Capital Management LP$395M AUM | 1.95% | $8M | 36.0K | Q1 2026OLDER |
| Clarion Wealth Managment Partners, LLC$110M AUM | 1.95% | $2M | 10.1K | Q1 2026OLDER |
| Astoria Strategic Wealth, Inc.$394M AUM | 1.94% | $8M | 35.7K | Q1 2026OLDER |
| FORTRESS FINANCIAL GROUP, LLC$135M AUM | 1.93% | $3M | 12.2K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 1.92% | $3M | 13.3K | Q4 2025OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 1.90% | $89M | 418.0K | Q1 2026OLDER |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 1.82% | $3M | 12.8K | Q1 2026OLDER |
| Next Capital Management LLC$330M AUM | 1.82% | $6M | 28.1K | Q1 2026OLDER |
| DIXON FNANCIAL SERVICES, INC.$223M AUM | 1.82% | $4M | 18.9K | Q1 2026OLDER |
| Fiduciary Wealth Partners, LLC$153M AUM | 1.80% | $4M | 20.8K | Q4 2025OLDER |
| Breakwater Capital Group$833M AUM | 1.79% | $15M | 61.5K | Q2 2026 |
| PlanVest Financial, Inc$131M AUM | 1.76% | $2M | 10.8K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 1.75% | $5M | 22.7K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 1.75% | $2M | 8.5K | Q1 2026OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 1.73% | $3M | 15.7K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 1.73% | $23M | 105.6K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 1.72% | $16M | 76.6K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 1.70% | $10M | 48.3K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 1.69% | $5M | 24.4K | Q1 2026OLDER |
| EQUITY INVESTMENT CORP$5.1B AUM | 1.68% | $86M | 400.6K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 1.66% | $6M | 28.7K | Q1 2026OLDER |
| HMS Capital Management, LLC$259M AUM | 1.65% | $4M | 20.0K | Q1 2026OLDER |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 1.62% | $3M | 13.3K | Q1 2026OLDER |
| Riverview Capital Advisers, LLC$300M AUM | 1.60% | $5M | 22.4K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 1.58% | $6M | 28.5K | Q1 2026OLDER |
| Pullen Investment Management, LLC$199M AUM | 1.57% | $3M | 14.2K | Q4 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 1.56% | $125M | 583.0K | Q1 2026OLDER |
| Holistic Financial Partners$269M AUM | 1.54% | $4M | 19.3K | Q1 2026OLDER |
| Sunburst Financial Group, LLC$617M AUM | 1.52% | $9M | 38.7K | Q2 2026 |
| Game Plan Financial Advisors, LLC$222M AUM | 1.52% | $3M | 15.8K | Q1 2026OLDER |
| RF&L WEALTH MANAGEMENT, LLC$134M AUM | 1.52% | $2M | 9.5K | Q1 2026OLDER |
| Vigil Wealth Management, LLC$124M AUM | 1.51% | $2M | 8.8K | Q1 2026OLDER |
| Morton Capital Management LLC/CA$672M AUM | 1.50% | $10M | 47.3K | Q1 2026OLDER |
| J2 Capital Management Inc$146M AUM | 1.50% | $2M | 9.8K | Q4 2025OLDER |
| Comprehensive Financial Management LLC$3.0B AUM | 1.49% | $45M | 210.2K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 1.48% | $4M | 18.8K | Q3 2025OLDER |
| LUTS & GREENLEIGH GROUP, INC.$126M AUM | 1.48% | $2M | 8.8K | Q1 2026OLDER |
| Nolet Wealth Management, LLC$176M AUM | 1.43% | $3M | 11.7K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 1.42% | $21M | 98.5K | Q1 2026OLDER |
| Centerpoint Advisory Group$133M AUM | 1.41% | $2M | 8.8K | Q1 2026OLDER |
| Cooke Wealth Management, LLC$113M AUM | 1.40% | $2M | 7.4K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 1.40% | $4M | 18.6K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 1.40% | $4M | 18.6K | Q1 2026OLDER |
| CAMBIAR INVESTORS LLC$2.2B AUM | 1.39% | $30M | 140.3K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 1.36% | $30M | 139.1K | Q1 2026OLDER |
| VAQUERO PRIVATE WEALTH, LTD$486M AUM | 1.36% | $7M | 27.3K | Q2 2026 |
| Clearwave Capital, LLC$146M AUM | 1.36% | $2M | 9.3K | Q1 2026OLDER |
| Tandem Financial, LLC$314M AUM | 1.32% | $4M | 19.4K | Q1 2026OLDER |
| Clifford Group, LLC$130M AUM | 1.31% | $2M | 7.9K | Q1 2026OLDER |
| Baron Financial Group, LLC$210M AUM | 1.27% | $3M | 11.0K | Q2 2026 |
| Maxele Advisors, LLC$123M AUM | 1.27% | $2M | 7.4K | Q4 2025OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 1.26% | $7M | 29.3K | Q1 2026OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 1.26% | $26M | 122.6K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 1.25% | $5M | 19.5K | Q2 2026 |
| Resurgent Financial Advisors LLC$277M AUM | 1.24% | $3M | 16.0K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 1.23% | $141M | 658.4K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 1.20% | $1M | 5.7K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 1.19% | $3M | 15.6K | Q1 2026OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 1.19% | $5M | 23.4K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 1.19% | $3M | 12.8K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 1.19% | $46M | 214.1K | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 1.18% | $7M | 32.4K | Q1 2026OLDER |
| STAR Financial Bank$212M AUM | 1.18% | $3M | 11.7K | Q1 2026OLDER |
| Summa Corp.$242M AUM | 1.18% | $3M | 13.4K | Q1 2026OLDER |
| BEACON ADVISORS HOLDINGS, LLC$187M AUM | 1.17% | $2M | 10.2K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 1.16% | $18M | 82.1K | Q2 2026 |
| Nabity-Jensen Investment Management Inc$144M AUM | 1.16% | $2M | 7.8K | Q1 2026OLDER |
| CFM WEALTH PARTNERS LLC$667M AUM | 1.14% | $8M | 35.7K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 1.14% | $1M | 6.1K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 1.14% | $1M | 5.7K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 1.12% | $3M | 14.3K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 1.11% | $27M | 124.3K | Q1 2026OLDER |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC$171M AUM | 1.10% | $2M | 7.8K | Q2 2026 |
| Ironwood Investment Counsel, LLC$694M AUM | 1.10% | $8M | 35.6K | Q1 2026OLDER |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 1.08% | $8M | 35.9K | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 1.07% | $54M | 251.5K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 1.06% | $4M | 20.0K | Q1 2026OLDER |
| Elliott Investment Management L.P.$20.1B AUM | 1.06% | $214M | 1.00M | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 1.06% | $86M | 402.8K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 1.06% | $93M | 435.1K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 1.06% | $1M | 6.8K | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 1.05% | $2M | 9.0K | Q1 2026OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 1.03% | $135M | 645.8K | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 1.03% | $8M | 37.1K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 1.02% | $1M | 5.7K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 1.02% | $2M | 7.3K | Q1 2026OLDER |
| FLAGSTAR SECURITIES, INC$331M AUM | 1.00% | $3M | 13.7K | Q2 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.99% | $48M | 224.6K | Q1 2026OLDER |
| SB Capital Management Inc$273M AUM | 0.98% | $3M | 12.8K | Q4 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.98% | $798M | 3.74M | Q1 2026OLDER |
| PARAGON FINANCIAL PARTNERS, INC.$177M AUM | 0.98% | $2M | 7.7K | Q1 2026OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 0.98% | $3M | 14.1K | Q1 2026OLDER |
| Oak Barrel Wealth Advisory LLC$167M AUM | 0.97% | $2M | 7.8K | Q1 2026OLDER |
| Granite Harbor Advisors, Inc.$229M AUM | 0.96% | $2M | 10.3K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.95% | $11M | 49.6K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.95% | $24M | 110.5K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.94% | $3M | 12.8K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.94% | $10M | 46.4K | Q1 2026OLDER |
| Mount Lucas Management LP$271M AUM | 0.93% | $3M | 11.8K | Q1 2026OLDER |
| Alamar Capital Management, LLC$181M AUM | 0.93% | $2M | 8.0K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.93% | $78M | 363.5K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.92% | $16M | 74.1K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.91% | $3M | 14.4K | Q1 2026OLDER |
| Sidoxia Capital Management, LLC$116M AUM | 0.91% | $1M | 4.9K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.90% | $1M | 5.4K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.89% | $12M | 57.3K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.89% | $2M | 10.3K | Q1 2026OLDER |
| R.H. Investment Group, LLC$130M AUM | 0.88% | $1M | 5.2K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.87% | $227M | 1.06M | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.87% | $5M | 24.1K | Q4 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.87% | $36M | 170.6K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.86% | $13M | 61.7K | Q1 2026OLDER |
| InvesTrust$238M AUM | 0.86% | $2M | 9.6K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.85% | $11M | 49.3K | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.85% | $7M | 30.7K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.84% | $2M | 10.3K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.84% | $3M | 14.4K | Q1 2026OLDER |
| Bonfire Financial$133M AUM | 0.83% | $1M | 5.2K | Q1 2026OLDER |
| Serenus Wealth Advisors, LLC$501M AUM | 0.82% | $4M | 19.2K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.82% | $205M | 974.1K | Q4 2025OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.82% | $3M | 12.6K | Q1 2026OLDER |
| FinArc Investments, Inc.$104M AUM | 0.81% | $844,851 | 4.0K | Q1 2026OLDER |
| Global Wealth Management, LLC$183M AUM | 0.81% | $1M | 7.0K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.81% | $26M | 109.0K | Q2 2026 |
| Saudi Central Bank$4.7B AUM | 0.81% | $38M | 178.0K | Q1 2026OLDER |
| JP Wealth Management, Inc.$159M AUM | 0.80% | $1M | 5.2K | Q2 2026 |
| Vann Equity Management LLC$140M AUM | 0.79% | $1M | 5.2K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.79% | $9M | 38.5K | Q2 2026 |
| Hoese & Co LLP$135M AUM | 0.79% | $1M | 5.0K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.79% | $12M | 56.1K | Q1 2026OLDER |
| Argos Wealth Advisors, LLC$348M AUM | 0.78% | $3M | 12.7K | Q1 2026OLDER |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.78% | $3M | 13.3K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.77% | $19M | 88.0K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 0.77% | $3M | 11.9K | Q2 2026 |
| Asset Management Group, Inc.$619M AUM | 0.77% | $5M | 22.3K | Q1 2026OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 0.77% | $3M | 14.4K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.77% | $17M | 77.2K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.76% | $23M | 107.0K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.76% | $10M | 47.5K | Q1 2026OLDER |
| Lion Street Advisors, LLC$289M AUM | 0.76% | $2M | 13.3K | Q3 2025OLDER |
| Woodside Wealth Management LLC$128M AUM | 0.76% | $968,993 | 4.5K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.75% | $16M | 72.8K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.75% | $13M | 62.6K | Q3 2025OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.74% | $55M | 257.3K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.74% | $876,385 | 3.6K | Q2 2026 |
| St. Clair Advisors, LLC$389M AUM | 0.74% | $3M | 13.0K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.74% | $7M | 33.5K | Q1 2026OLDER |
| MYECFO, LLC$239M AUM | 0.73% | $2M | 8.2K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.73% | $151M | 706.8K | Q1 2026OLDER |
| William Howard & Co Financial Advisors Inc$129M AUM | 0.73% | $940,035 | 3.9K | Q2 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.73% | $10M | 47.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.72% | $9.9B | 46.14M | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.72% | $908,732 | 3.7K | Q2 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.72% | $2M | 9.7K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.72% | $44M | 207.3K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.72% | $30M | 147.1K | Q3 2025OLDER |
| Barnett & Company, Inc.$129M AUM | 0.70% | $905,106 | 4.2K | Q1 2026OLDER |
| jvl associates llc$352M AUM | 0.70% | $2M | 10.2K | Q2 2026 |
| CJM Wealth Advisers, Ltd.$381M AUM | 0.70% | $3M | 11.0K | Q2 2026 |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.70% | $2M | 9.0K | Q2 2026 |
| Tolleson Wealth Management, Inc.$693M AUM | 0.69% | $5M | 22.9K | Q4 2025OLDER |
| Rinkey Investments$391M AUM | 0.69% | $3M | 12.6K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.69% | $817,860 | 3.8K | Q1 2026OLDER |
| Frederick Financial Consultants, LLC$201M AUM | 0.69% | $1M | 6.5K | Q1 2026OLDER |
| BUFFALO BUSINESS & ESTATE SERVICES LTD$689M AUM | 0.68% | $5M | 21.8K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.67% | $10M | 44.9K | Q1 2026OLDER |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC$232M AUM | 0.67% | $2M | 7.3K | Q1 2026OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.67% | $9M | 41.5K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.66% | $6M | 25.8K | Q1 2026OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 0.65% | $729,866 | 3.4K | Q1 2026OLDER |
| Cornerstone Wealth Advisors, Inc.$434M AUM | 0.65% | $3M | 13.3K | Q1 2026OLDER |
| Goodman Financial Corp$582M AUM | 0.65% | $4M | 17.8K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.64% | $12M | 54.0K | Q1 2026OLDER |
| Watts Gwilliam & Co., LLC$620M AUM | 0.64% | $4M | 19.6K | Q3 2025OLDER |
| David Kennon Inc$279M AUM | 0.64% | $2M | 8.4K | Q1 2026OLDER |
| ES4, LLC$155M AUM | 0.64% | $991,345 | 4.6K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.64% | $1M | 4.7K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.63% | $9M | 41.7K | Q1 2026OLDER |
| FIDUCIARY FAMILY OFFICE, LLC$351M AUM | 0.63% | $2M | 10.4K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.63% | $701,092 | 3.3K | Q1 2026OLDER |
| Cascade Wealth Advisors, Inc$228M AUM | 0.63% | $1M | 6.1K | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 0.62% | $7M | 35.1K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.62% | $5M | 23.3K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.62% | $462M | 2.16M | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.62% | $22M | 103.1K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.62% | $39M | 180.5K | Q1 2026OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 0.62% | $6M | 27.9K | Q1 2026OLDER |
| Fund Evaluation Group, LLC$3.3B AUM | 0.62% | $20M | 93.8K | Q1 2026OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 0.61% | $919,208 | 4.3K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.61% | $5M | 23.6K | Q3 2025OLDER |
| AMG National Trust Bank$4.6B AUM | 0.61% | $28M | 130.7K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.60% | $5M | 24.5K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.60% | $2M | 10.1K | Q1 2026OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 0.60% | $2M | 9.5K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.59% | $8M | 39.2K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.59% | $10M | 48.0K | Q1 2026OLDER |
| Tassel Capital Management, Inc.$184M AUM | 0.59% | $1M | 5.1K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.58% | $810,413 | 3.8K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.58% | $10M | 44.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.58% | $329M | 1.54M | Q1 2026OLDER |
| STEPH & CO$351M AUM | 0.58% | $2M | 9.5K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.58% | $47M | 219.9K | Q1 2026OLDER |
| Stanich Group LLC$131M AUM | 0.58% | $758,000 | 3.5K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.57% | $5M | 24.0K | Q1 2026OLDER |
| RFP Financial Group LLC$184M AUM | 0.57% | $1M | 7.6K | Q3 2025OLDER |
| Aegis Wealth Management LLC$175M AUM | 0.57% | $1M | 4.7K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.57% | $6M | 27.9K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.57% | $2M | 7.8K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.57% | $76M | 354.9K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.57% | $3M | 14.2K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 0.57% | $3M | 16.2K | Q1 2026OLDER |
| Robinson Value Management, Ltd.$180M AUM | 0.57% | $1M | 4.8K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.57% | $2M | 7.5K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.56% | $2M | 8.6K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.56% | $3M | 13.2K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.56% | $2M | 9.4K | Q1 2026OLDER |
| Lakewood Asset Management LLC$156M AUM | 0.56% | $880,491 | 4.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.56% | $87M | 343.6K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.56% | $7M | 31.5K | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 0.56% | $3M | 12.9K | Q1 2026OLDER |
| Hirtle & Co., LLC$2.9B AUM | 0.55% | $16M | 74.8K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 0.55% | $2M | 10.2K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.55% | $16M | 73.8K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 0.54% | $3M | 12.3K | Q1 2026OLDER |
| Estate Counselors, LLC$1.1B AUM | 0.54% | $6M | 28.4K | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.54% | $2M | 6.4K | Q2 2026 |
| Tactive Advisors, LLC$406M AUM | 0.54% | $2M | 9.0K | Q2 2026 |
| Providence First Trust Co$284M AUM | 0.54% | $2M | 7.1K | Q1 2026OLDER |
| M.D. Sass, LLC$1.3B AUM | 0.53% | $7M | 33.0K | Q1 2026OLDER |
| APS Management Group, Inc.$130M AUM | 0.53% | $694,562 | 2.9K | Q2 2026 |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 0.53% | $1M | 6.2K | Q1 2026OLDER |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 0.53% | $871,133 | 4.1K | Q1 2026OLDER |
| Grant Street Asset Management, Inc.$519M AUM | 0.53% | $3M | 12.8K | Q1 2026OLDER |
| GOLDEN ROAD ADVISORS LLC$174M AUM | 0.52% | $907,670 | 4.2K | Q1 2026OLDER |
| Joel Adams & Associates, Inc.$135M AUM | 0.52% | $703,620 | 3.3K | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.52% | $11M | 50.4K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.52% | $1M | 6.5K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.52% | $5,763 | 27.4K | Q4 2025OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 0.51% | $1M | 5.3K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.51% | $5M | 22.7K | Q1 2026OLDER |
| MARSHALL FINANCIAL GROUP INC /ADV$364M AUM | 0.51% | $2M | 9.2K | Q3 2025OLDER |
| SOUTHERN MICHIGAN BANK & TRUST$261M AUM | 0.51% | $1M | 6.2K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.50% | $1M | 7.0K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.50% | $5M | 22.0K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.50% | $1M | 5.3K | Q1 2026OLDER |
| HOGE FINANCIAL SERVICES, LLC$187M AUM | 0.50% | $933,265 | 4.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.50% | $8.3B | 39.66M | Q1 2026OLDER |
| Peak Wealth Management LLC$122M AUM | 0.50% | $606,182 | 2.8K | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.50% | $4M | 16.2K | Q2 2026 |
| Texas Bank & Trust Co$266M AUM | 0.50% | $1M | 6.2K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.49% | $4M | 16.5K | Q1 2026OLDER |
| JFG Wealth Management, LLC$511M AUM | 0.49% | $2M | 12.2K | Q3 2025OLDER |
| BHK Investment Advisors, LLC$299M AUM | 0.49% | $1M | 6.8K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 0.49% | $565,584 | 2.6K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 0.49% | $1M | 5.4K | Q1 2026OLDER |
| St. Louis Trust Co$856M AUM | 0.48% | $4M | 19.4K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.48% | $8M | 38.5K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.48% | $18M | 77.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.48% | $343M | 1.61M | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.48% | $1M | 5.2K | Q1 2026OLDER |
| KLCM Advisors, Inc.$1.2B AUM | 0.48% | $6M | 26.4K | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.47% | $5M | 23.4K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.47% | $875,641 | 4.1K | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 0.47% | $4M | 19.3K | Q1 2026OLDER |
| LOWERY THOMAS, LLC$175M AUM | 0.47% | $820,260 | 3.8K | Q1 2026OLDER |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.47% | $9M | 40.7K | Q1 2026OLDER |
| Jacksonville Wealth Management, LLC$148M AUM | 0.47% | $660,937 | 3.1K | Q4 2025OLDER |
| MRWM Advisors, LLC$184M AUM | 0.47% | $862,585 | 4.0K | Q1 2026OLDER |
| Columbia Bank$350M AUM | 0.47% | $2M | 7.7K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$177M AUM | 0.47% | $694,230 | 3.9K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.47% | $255M | 1.19M | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.46% | $4M | 16.9K | Q2 2026 |
| Hardy Reed LLC$1.4B AUM | 0.46% | $6M | 29.7K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.46% | $1M | 5.3K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 0.46% | $2M | 10.0K | Q1 2026OLDER |
| BANTAMAC CAPITAL, LLC$186M AUM | 0.46% | $854,680 | 4.0K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.46% | $19M | 90.6K | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.45% | $13M | 58.7K | Q1 2026OLDER |
| Wealth Dimensions Group, Ltd.$508M AUM | 0.45% | $2M | 10.8K | Q1 2026OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 0.45% | $663,445 | 3.1K | Q1 2026OLDER |
| MOR Wealth Management, LLC$218M AUM | 0.45% | $972,199 | 4.5K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.44% | $6M | 26.2K | Q2 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.44% | $2M | 11.5K | Q1 2026OLDER |
| GLR Partners, LLC$183M AUM | 0.44% | $808,741 | 3.8K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.44% | $41M | 189.6K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.44% | $77M | 361.1K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.43% | $3M | 15.6K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.43% | $58M | 272.5K | Q1 2026OLDER |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 0.43% | $1M | 5.8K | Q1 2026OLDER |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 0.43% | $544,645 | 2.5K | Q1 2026OLDER |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM | 0.43% | $821,071 | 3.8K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.43% | $5M | 24.5K | Q1 2026OLDER |
| REBALANCE, LLC$1.7B AUM | 0.43% | $7M | 34.6K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.43% | $10M | 45.5K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 0.43% | $780,112 | 3.6K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 0.43% | $2M | 9.0K | Q2 2026 |
| Plus Group Wealth Advisors LLC$106M AUM | 0.42% | $451,092 | 1.9K | Q2 2026 |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.42% | $6M | 30.4K | Q4 2025OLDER |
| Winthrop Advisory Group LLC$1.2B AUM | 0.42% | $5M | 24.3K | Q1 2026OLDER |
| Pathway Financial Advisors LLC$857M AUM | 0.42% | $4M | 14.7K | Q2 2026 |
| Midwest Trust Co$8.0B AUM | 0.42% | $34M | 157.1K | Q1 2026OLDER |
| Brown Financial Advisory$202M AUM | 0.42% | $843,679 | 3.9K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.42% | $1M | 5.3K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.42% | $723M | 3.39M | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.42% | $18M | 84.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.41% | $81M | 380.7K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.41% | $2M | 7.7K | Q1 2026OLDER |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 0.41% | $439,316 | 1.9K | Q1 2026OLDER |
| BENEDICT FINANCIAL ADVISORS INC$480M AUM | 0.41% | $2M | 9.3K | Q1 2026OLDER |
| Whitegate Investment Counselors, Inc.$315M AUM | 0.41% | $1M | 6.0K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.41% | $3M | 13.0K | Q1 2026OLDER |
| WestHill Financial Advisors, Inc.$523M AUM | 0.41% | $2M | 10.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.40% | $4M | 17.3K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.40% | $19M | 90.8K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.40% | $700,410 | 3.3K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 0.40% | $853,596 | 3.5K | Q2 2026 |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.40% | $922,182 | 4.5K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 0.40% | $7M | 34.4K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.40% | $100M | 469.6K | Q1 2026OLDER |
| Warner Group LLC$153M AUM | 0.39% | $604,047 | 2.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.39% | $1.5B | 6.89M | Q1 2026OLDER |
| ELEMENT POINTE ADVISORS, LLC$530M AUM | 0.39% | $2M | 9.8K | Q1 2026OLDER |
| Nvest Financial, LLC$268M AUM | 0.39% | $1M | 4.9K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.39% | $3M | 15.8K | Q1 2026OLDER |
| Tenzing Financial LLC$146M AUM | 0.39% | $569,976 | 2.3K | Q2 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.39% | $3M | 15.9K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.39% | $4M | 18.6K | Q1 2026OLDER |
| Aureus Asset Management, LLC$1.5B AUM | 0.39% | $6M | 27.2K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$336M AUM | 0.39% | $1M | 5.4K | Q2 2026 |
| Genesis Wealth Advisors, LLC$150M AUM | 0.39% | $579,687 | 2.7K | Q1 2026OLDER |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 0.39% | $411,581 | 1.9K | Q1 2026OLDER |
| Oder Investment Management, LLC$130M AUM | 0.39% | $502,747 | 2.4K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.39% | $4M | 16.5K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.38% | $9M | 40.5K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.38% | $4M | 16.0K | Q2 2026 |
| Heck Capital Advisors, LLC$1.3B AUM | 0.38% | $5M | 24.2K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.38% | $418,533 | 2.0K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 0.38% | $2M | 11.3K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.38% | $2M | 8.2K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.38% | $72M | 338.7K | Q1 2026OLDER |
| SilverOak Wealth Management LLC$632M AUM | 0.38% | $2M | 11.3K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.38% | $1M | 5.5K | Q1 2026OLDER |
| Seneca Financial Advisors LLC$341M AUM | 0.38% | $1M | 6.1K | Q1 2026OLDER |
| Johns Hopkins University$1.4B AUM | 0.38% | $7M | 33.3K | Q3 2025OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.38% | $12M | 55.8K | Q1 2026OLDER |
| Advisory Resource Group$581M AUM | 0.37% | $2M | 10.2K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.37% | $6M | 27.7K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.37% | $12M | 57.5K | Q1 2026OLDER |
| MYCIO WEALTH PARTNERS, LLC$502M AUM | 0.37% | $2M | 8.7K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.37% | $1M | 5.4K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.37% | $23M | 105.5K | Q1 2026OLDER |
| SENTINEL WEALTH MANAGEMENT, INC.$125M AUM | 0.37% | $456,613 | 2.1K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.37% | $1M | 6.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.36% | $1.2B | 5.51M | Q1 2026OLDER |
| Pandora Wealth, Inc.$165M AUM | 0.36% | $595,473 | 2.8K | Q4 2025OLDER |
| Allegheny Financial Group$742M AUM | 0.36% | $3M | 12.5K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.36% | $2M | 11.1K | Q3 2025OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.36% | $3M | 14.7K | Q1 2026OLDER |
| MAYPORT, LLC$538M AUM | 0.35% | $2M | 8.9K | Q1 2026OLDER |
| Atala Financial Inc$149M AUM | 0.35% | $521,814 | 2.4K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.35% | $3M | 13.7K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.35% | $3M | 14.9K | Q1 2026OLDER |
| Tudor Financial Inc.$196M AUM | 0.35% | $683,530 | 3.2K | Q1 2026OLDER |
| Box Hill Private Wealth LLC$125M AUM | 0.35% | $431,029 | 1.8K | Q2 2026 |
| Wealth Science Advisors LLC$225M AUM | 0.34% | $773,594 | 3.2K | Q2 2026 |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.34% | $51M | 242.6K | Q4 2025OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.34% | $3M | 14.4K | Q1 2026OLDER |
| Emprise Bank$271M AUM | 0.34% | $921,476 | 3.8K | Q2 2026 |
| TRUE Private Wealth Advisors$1.0B AUM | 0.34% | $4M | 16.6K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.34% | $15M | 69.4K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.34% | $302M | 1.41M | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.34% | $632,148 | 3.0K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.34% | $2M | 7.4K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 0.34% | $3M | 13.5K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$397M AUM | 0.34% | $1M | 5.8K | Q4 2025OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.33% | $5M | 21.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.33% | $71M | 333.8K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.33% | $3M | 14.3K | Q1 2026OLDER |
| CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM | 0.33% | $558,962 | 2.6K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.33% | $381,187 | 1.8K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.33% | $6M | 29.4K | Q1 2026OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.33% | $1M | 5.6K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.33% | $10M | 45.2K | Q1 2026OLDER |
| Veracity Capital LLC$280M AUM | 0.33% | $915,764 | 4.3K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.33% | $50M | 236.3K | Q1 2026OLDER |
| L2 Asset Management, LLC$1.1B AUM | 0.33% | $3M | 16.0K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.32% | $15M | 72.2K | Q1 2026OLDER |
| INVENIO WEALTH PARTNERS LLC$252M AUM | 0.32% | $818,356 | 3.8K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.32% | $35M | 166.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.