ISHARES TR
CUSIP 464287614
Ishares Tr has 2,418 institutional holders in Filings Flow’s 13F database, together reporting 199.67M shares worth $83.7B as of Q1 2026. The largest reported holders are Morgan Stanley, Bank Of America Corp /De/, and FMR LLC.
Institutional Holders
2,418
Q1 2026
Reported Value
$83.7B
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 |
|---|---|---|---|---|
| FSA Wealth Management LLC$273M AUM | 25.07% | $69M | 146.3K | Q3 2025OLDER |
| LWM ADVISORS INC$134M AUM | 19.42% | $26M | 209.7K | Q2 2026 |
| Bluesphere Advisors LLC$281M AUM | 18.64% | $52M | 122.9K | Q1 2026OLDER |
| NESTEGG ADVISORS, INC.$114M AUM | 17.43% | $20M | 46.6K | Q1 2026OLDER |
| Ryan Investment Management, Inc.$221M AUM | 17.40% | $38M | 309.6K | Q2 2026 |
| 71 West Capital Partners$2.3B AUM | 16.50% | $375M | 879.8K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 16.49% | $96M | 771.3K | Q2 2026 |
| Sheridan Capital Management, LLC$190M AUM | 16.02% | $30M | 71.3K | Q1 2026OLDER |
| Cooksen Wealth, LLC$138M AUM | 15.79% | $22M | 51.0K | Q1 2026OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 14.30% | $401M | 940.6K | Q1 2026OLDER |
| BLODGETT WEALTH ADVISORS, LLC$126M AUM | 14.19% | $18M | 42.0K | Q1 2026OLDER |
| Paulson Wealth Management Inc.$427M AUM | 14.13% | $60M | 141.5K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 13.68% | $14M | 32.4K | Q1 2026OLDER |
| Hackensack Meridian Health, Inc.$1.1B AUM | 13.21% | $140M | 328.4K | Q1 2026OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 13.09% | $47M | 110.5K | Q1 2026OLDER |
| 1ST SOURCE BANK$1.9B AUM | 12.45% | $241M | 565.7K | Q1 2026OLDER |
| Corundum Group, Inc.$299M AUM | 12.17% | $36M | 85.4K | Q1 2026OLDER |
| VAUGHAN & Co SECURITIES, INC.$193M AUM | 11.84% | $23M | 53.5K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 11.76% | $767M | 1.80M | Q1 2026OLDER |
| Waterway Wealth Management, LLC$452M AUM | 11.27% | $51M | 176.6K | Q1 2026OLDER |
| Saiph Capital, LLC$264M AUM | 10.99% | $29M | 68.1K | Q1 2026OLDER |
| MOR Wealth Management, LLC$218M AUM | 10.45% | $23M | 53.4K | Q1 2026OLDER |
| Clientfirst Wealth Management, LLC$118M AUM | 10.17% | $12M | 28.3K | Q1 2026OLDER |
| Objectivity Squared, LLC$159M AUM | 10.13% | $16M | 37.7K | Q1 2026OLDER |
| Sylvest Advisors, LLC$188M AUM | 9.80% | $18M | 43.2K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 9.71% | $44M | 102.5K | Q1 2026OLDER |
| Krane Financial Solutions LLC$147M AUM | 9.48% | $14M | 32.7K | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 9.40% | $24M | 55.5K | Q1 2026OLDER |
| Newport Capital Group, LLC$164M AUM | 9.35% | $15M | 35.9K | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 9.34% | $240M | 562.0K | Q1 2026OLDER |
| Boulder Wealth Advisors, LLC$251M AUM | 9.32% | $23M | 54.8K | Q1 2026OLDER |
| Stairway Partners, LLC$2.1B AUM | 9.24% | $196M | 1.58M | Q2 2026 |
| Ellenbecker Investment Group$743M AUM | 8.60% | $64M | 149.8K | Q1 2026OLDER |
| PFW Advisors LLC$318M AUM | 8.58% | $27M | 64.0K | Q1 2026OLDER |
| BITTERROOT CAPITAL ADVISORS LLC$165M AUM | 8.33% | $14M | 32.2K | Q1 2026OLDER |
| Circle Wealth Management, LLC$7.0B AUM | 8.29% | $581M | 1.36M | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 8.27% | $17M | 39.2K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 8.15% | $154M | 360.8K | Q1 2026OLDER |
| WEST BANCORPORATION INC$200M AUM | 7.85% | $16M | 36.9K | Q1 2026OLDER |
| Sanchez Wealth Management Group$462M AUM | 7.76% | $36M | 84.2K | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 7.55% | $59M | 473.3K | Q2 2026 |
| FMA Wealth Management, LLC$156M AUM | 7.48% | $12M | 94.1K | Q2 2026 |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 7.43% | $175M | 411.4K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 7.41% | $138M | 322.6K | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 7.31% | $50M | 118.2K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 7.22% | $18M | 38.3K | Q1 2026OLDER |
| Sonoma Allocations LLC$322M AUM | 7.13% | $21M | 47.9K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 6.97% | $11M | 25.2K | Q1 2026OLDER |
| FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM | 6.95% | $78M | 183.3K | Q1 2026OLDER |
| Compass Financial Group, Inc.$222M AUM | 6.76% | $15M | 35.1K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 6.75% | $9M | 20.8K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 6.67% | $18M | 42.4K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 6.65% | $53M | 124.8K | Q1 2026OLDER |
| Nvest Financial, LLC$268M AUM | 6.51% | $17M | 41.0K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 6.51% | $569M | 1.21M | Q3 2025OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 6.50% | $31M | 71.8K | Q2 2026 |
| Strategic Point Investment Advisors, LLC$767M AUM | 6.48% | $50M | 400.5K | Q2 2026 |
| Osbon Capital Management LLC$123M AUM | 6.47% | $8M | 18.6K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 6.43% | $66M | 153.8K | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 6.37% | $176M | 412.9K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 6.34% | $73M | 171.9K | Q1 2026OLDER |
| Whitegate Investment Counselors, Inc.$315M AUM | 6.29% | $20M | 46.4K | Q1 2026OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 6.24% | $39M | 91.5K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 6.20% | $13M | 30.0K | Q1 2026OLDER |
| PARAGON FINANCIAL PARTNERS, INC.$177M AUM | 6.10% | $11M | 23.4K | Q1 2026OLDER |
| STAR Financial Bank$212M AUM | 6.04% | $13M | 30.0K | Q1 2026OLDER |
| Westshore Wealth, LLC$285M AUM | 5.96% | $17M | 39.9K | Q1 2026OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 5.92% | $19M | 43.5K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 5.92% | $15M | 118.5K | Q2 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 5.88% | $22M | 50.9K | Q1 2026OLDER |
| Northern Lights Advisors, Inc.$148M AUM | 5.87% | $9M | 20.3K | Q1 2026OLDER |
| Sunburst Financial Group, LLC$617M AUM | 5.84% | $36M | 290.6K | Q2 2026 |
| American State Bank (Iowa)$247M AUM | 5.81% | $14M | 115.4K | Q2 2026 |
| Intrepid Financial Planning Group LLC$248M AUM | 5.80% | $14M | 33.7K | Q1 2026OLDER |
| Presper Financial Architects, LLC$168M AUM | 5.77% | $10M | 22.8K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 5.74% | $49M | 115.9K | Q1 2026OLDER |
| EPIQ PARTNERS, LLC$236M AUM | 5.73% | $14M | 108.8K | Q2 2026 |
| Bay Capital Advisors, LLC$162M AUM | 5.73% | $9M | 21.8K | Q1 2026OLDER |
| IMS Capital Management$217M AUM | 5.66% | $12M | 26.2K | Q3 2025OLDER |
| Newbrook Capital Advisors LP$560M AUM | 5.57% | $31M | 73.2K | Q1 2026OLDER |
| Kensington Asset Management, LLC$1.8B AUM | 5.54% | $107M | 224.8K | Q4 2025OLDER |
| PW Nova Financial Services LLC$399M AUM | 5.45% | $22M | 51.0K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 5.44% | $7M | 15.8K | Q1 2026OLDER |
| Rodgers & Associates, LTD$982M AUM | 5.41% | $53M | 124.6K | Q1 2026OLDER |
| INVESTMENT PARTNERS, LTD.$281M AUM | 5.27% | $15M | 34.7K | Q1 2026OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 5.25% | $135M | 317.7K | Q1 2026OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 5.22% | $15M | 35.6K | Q1 2026OLDER |
| Accretive Wealth Partners, LLC$356M AUM | 5.21% | $19M | 43.5K | Q1 2026OLDER |
| KELLY FINANCIAL GROUP LLC$398M AUM | 5.20% | $21M | 48.5K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 5.16% | $31M | 73.5K | Q1 2026OLDER |
| Portfolio Strategies, Inc.$811M AUM | 5.02% | $41M | 95.4K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 5.00% | $50M | 116.6K | Q1 2026OLDER |
| STEPHENS GROUP ASSET MANAGEMENT, LLC$1.6B AUM | 4.95% | $78M | 182.2K | Q1 2026OLDER |
| Dynamic Financial Group$122M AUM | 4.93% | $6M | 14.1K | Q1 2026OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 4.92% | $26M | 60.3K | Q1 2026OLDER |
| Black Swift Group, LLC$571M AUM | 4.92% | $28M | 65.9K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 4.83% | $106M | 247.5K | Q1 2026OLDER |
| Eukles Asset Management$224M AUM | 4.80% | $11M | 25.3K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 4.80% | $39M | 91.6K | Q1 2026OLDER |
| Affiance Financial, LLC$695M AUM | 4.73% | $33M | 265.1K | Q2 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 4.60% | $321M | 752.9K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 4.52% | $12M | 29.3K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 4.52% | $590M | 1.38M | Q1 2026OLDER |
| Chicago Wealth Management, Inc.$251M AUM | 4.50% | $11M | 23.6K | Q4 2025OLDER |
| Nadler Financial Group, Inc.$1.0B AUM | 4.47% | $46M | 108.7K | Q1 2026OLDER |
| Counterweight Ventures, LLC$178M AUM | 4.40% | $8M | 18.4K | Q1 2026OLDER |
| Frederick Financial Consultants, LLC$201M AUM | 4.30% | $9M | 20.3K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 4.22% | $31M | 73.7K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 4.18% | $8M | 19.0K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 4.17% | $13M | 31.1K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 4.08% | $11M | 24.0K | Q4 2025OLDER |
| Clearstead Trust, LLC$613M AUM | 4.06% | $25M | 58.3K | Q1 2026OLDER |
| Capital Planning Advisors, LLC$692M AUM | 4.03% | $28M | 65.4K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 3.93% | $6M | 13.3K | Q1 2026OLDER |
| B&D White Capital Company, LLC$809M AUM | 3.91% | $32M | 74.1K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 3.83% | $1.1B | 2.62M | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 3.83% | $24M | 56.7K | Q1 2026OLDER |
| Cresta Advisors, Ltd.$244M AUM | 3.74% | $9M | 21.4K | Q1 2026OLDER |
| FIDELITY D & D BANCORP INC$249M AUM | 3.72% | $9M | 21.8K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 3.68% | $17M | 40.0K | Q1 2026OLDER |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 3.67% | $6M | 13.0K | Q1 2026OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 3.66% | $15M | 35.7K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 3.59% | $6M | 14.1K | Q1 2026OLDER |
| Holistic Financial Partners$269M AUM | 3.50% | $9M | 22.1K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 3.50% | $5M | 12.7K | Q1 2026OLDER |
| KDK Private Wealth Management, LLC$109M AUM | 3.48% | $4M | 8.9K | Q1 2026OLDER |
| Oldfather Financial Services, LLC$336M AUM | 3.44% | $12M | 24.4K | Q4 2025OLDER |
| Bawa N Mallick Trust$244M AUM | 3.41% | $8M | 19.6K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 3.41% | $278M | 651.9K | Q1 2026OLDER |
| LOWERY THOMAS, LLC$175M AUM | 3.39% | $6M | 13.9K | Q1 2026OLDER |
| Clarion Wealth Managment Partners, LLC$110M AUM | 3.38% | $4M | 8.7K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 3.36% | $43M | 100.0K | Q1 2026OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 3.35% | $32M | 75.7K | Q1 2026OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 3.35% | $438M | 1.07M | Q1 2026OLDER |
| POTENTIA WEALTH$259M AUM | 3.30% | $9M | 20.0K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 3.28% | $13M | 29.6K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 3.23% | $11M | 25.6K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 3.22% | $29M | 69.0K | Q1 2026OLDER |
| Adirondack Capital Advisors, LLC$156M AUM | 3.16% | $5M | 11.5K | Q1 2026OLDER |
| Regent Peak Wealth Advisors LLC$490M AUM | 3.13% | $15M | 36.0K | Q1 2026OLDER |
| DIXON FNANCIAL SERVICES, INC.$223M AUM | 3.12% | $7M | 16.3K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 3.11% | $26M | 60.6K | Q1 2026OLDER |
| CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM | 3.10% | $5M | 12.2K | Q1 2026OLDER |
| OFS Enterprise LLC$392M AUM | 3.10% | $12M | 97.7K | Q2 2026 |
| Centerpoint Advisory Group$133M AUM | 3.08% | $4M | 9.6K | Q1 2026OLDER |
| Altus Wealth Group LLC$244M AUM | 3.08% | $8M | 17.6K | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 3.06% | $18M | 42.0K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 3.03% | $5M | 39.0K | Q2 2026 |
| BCGM Wealth Management, LLC$398M AUM | 3.03% | $12M | 28.3K | Q1 2026OLDER |
| Ruggaard & Associates LLC$252M AUM | 2.98% | $8M | 17.6K | Q1 2026OLDER |
| Ballast, Inc.$432M AUM | 2.96% | $13M | 30.0K | Q1 2026OLDER |
| Evergreen Wealth Partners LLC$131M AUM | 2.94% | $4M | 9.0K | Q1 2026OLDER |
| Highland Financial Advisors, LLC$455M AUM | 2.85% | $13M | 104.4K | Q2 2026 |
| TOWNSQUARE CAPITAL LLC$444M AUM | 2.85% | $13M | 29.7K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 2.82% | $23M | 189.1K | Q2 2026 |
| Lebenthal Global Advisors, LLC$688M AUM | 2.81% | $19M | 45.4K | Q1 2026OLDER |
| Next Capital Management LLC$330M AUM | 2.76% | $9M | 21.4K | Q1 2026OLDER |
| AdvisorShares Investments LLC$549M AUM | 2.74% | $16M | 34.6K | Q4 2025OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 2.73% | $10M | 23.7K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 2.73% | $8M | 17.7K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 2.72% | $312M | 2.93M | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 2.69% | $26M | 60.0K | Q1 2026OLDER |
| McCarthy Asset Management, Inc.$192M AUM | 2.67% | $5M | 10.8K | Q4 2025OLDER |
| W ADVISORS, LLC$195M AUM | 2.63% | $5M | 12.0K | Q1 2026OLDER |
| Capstone Financial Advisors, Inc.$1.9B AUM | 2.63% | $49M | 114.6K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 2.61% | $31M | 73.3K | Q1 2026OLDER |
| Clark & Stuart, Inc$148M AUM | 2.60% | $4M | 9.1K | Q1 2026OLDER |
| Berkshire Money Management, Inc.$976M AUM | 2.58% | $25M | 59.0K | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 2.56% | $11M | 26.2K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 2.54% | $38M | 88.1K | Q1 2026OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 2.52% | $5M | 11.5K | Q1 2026OLDER |
| Mainstream Capital Management LLC$149M AUM | 2.49% | $4M | 8.7K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 2.48% | $32M | 76.1K | Q1 2026OLDER |
| Ehrenkranz Partners L.P.$126M AUM | 2.48% | $3M | 7.4K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 2.44% | $3M | 8.0K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 2.44% | $30M | 71.0K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 2.44% | $7M | 16.6K | Q1 2026OLDER |
| Aureum Wealth Management, LLC$144M AUM | 2.41% | $3M | 8.1K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 2.40% | $26M | 212.9K | Q2 2026 |
| My Personal CFO, LLC$228M AUM | 2.39% | $6M | 13.2K | Q3 2025OLDER |
| DeLarme Wealth Management, Inc.$155M AUM | 2.38% | $4M | 8.7K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 2.37% | $9M | 22.2K | Q1 2026OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 2.34% | $3M | 8.1K | Q1 2026OLDER |
| O'Brien Wealth Partners LLC$756M AUM | 2.33% | $18M | 37.2K | Q4 2025OLDER |
| Ducere Wealth Management LLC$259M AUM | 2.31% | $6M | 12.6K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 2.31% | $7M | 17.5K | Q1 2026OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 2.30% | $31M | 72.0K | Q1 2026OLDER |
| TPG Financial Advisors, LLC$307M AUM | 2.30% | $7M | 16.6K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 2.26% | $31M | 72.8K | Q1 2026OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 2.24% | $47M | 109.3K | Q1 2026OLDER |
| MJP ASSOCIATES INC /ADV$824M AUM | 2.24% | $18M | 43.2K | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 2.18% | $19M | 44.9K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 2.18% | $17M | 36.9K | Q3 2025OLDER |
| Partnership Wealth Management, LLC$131M AUM | 2.17% | $3M | 6.7K | Q1 2026OLDER |
| Brightwater Advisory LLC$151M AUM | 2.16% | $3M | 7.7K | Q1 2026OLDER |
| ORSER CAPITAL MANAGEMENT, LLC$202M AUM | 2.16% | $4M | 35.0K | Q2 2026 |
| Simmons Bank$1.5B AUM | 2.14% | $32M | 75.1K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 2.14% | $6M | 15.2K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 2.12% | $39M | 92.4K | Q1 2026OLDER |
| Pacific Sage Partners, LLC$636M AUM | 2.11% | $13M | 31.4K | Q1 2026OLDER |
| Nolet Wealth Management, LLC$176M AUM | 2.10% | $4M | 8.7K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 2.10% | $230M | 538.9K | Q1 2026OLDER |
| Warner Group LLC$153M AUM | 2.07% | $3M | 7.4K | Q1 2026OLDER |
| QUEST INVESTMENT MANAGEMENT LLC$857M AUM | 2.05% | $18M | 41.2K | Q1 2026OLDER |
| Three Bridge Wealth Advisors, LLC$364M AUM | 2.04% | $7M | 17.4K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 2.01% | $19M | 44.8K | Q1 2026OLDER |
| CJM Wealth Advisers, Ltd.$328M AUM | 2.01% | $7M | 15.4K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 2.00% | $12M | 100.5K | Q2 2026 |
| DT Investment Partners, LLC$1.2B AUM | 2.00% | $24M | 56.3K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 1.99% | $5M | 12.3K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 1.98% | $37M | 86.3K | Q1 2026OLDER |
| Summa Corp.$242M AUM | 1.97% | $5M | 11.2K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 1.96% | $5M | 12.7K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 1.95% | $3M | 6.0K | Q4 2025OLDER |
| FORTRESS FINANCIAL GROUP, LLC$135M AUM | 1.95% | $3M | 6.2K | Q1 2026OLDER |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 1.95% | $18M | 41.4K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 1.95% | $75M | 175.8K | Q1 2026OLDER |
| Brickley Wealth Management$583M AUM | 1.95% | $11M | 26.6K | Q1 2026OLDER |
| PACES FERRY WEALTH ADVISORS, LLC$241M AUM | 1.89% | $5M | 10.7K | Q1 2026OLDER |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 1.89% | $3M | 21.8K | Q2 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 1.87% | $1.2B | 2.81M | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 1.87% | $33M | 78.4K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 1.86% | $5M | 12.4K | Q1 2026OLDER |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 1.86% | $7M | 16.0K | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 1.85% | $7M | 17.3K | Q1 2026OLDER |
| Smith & Howard Wealth Management, LLC$462M AUM | 1.83% | $8M | 19.8K | Q1 2026OLDER |
| LANDAAS & CO /WI /ADV$456M AUM | 1.81% | $8M | 19.3K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 1.80% | $10M | 23.7K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 1.80% | $15M | 35.7K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 1.80% | $7M | 15.6K | Q1 2026OLDER |
| General Partner, Inc.$186M AUM | 1.79% | $3M | 26.8K | Q2 2026 |
| LUTS & GREENLEIGH GROUP, INC.$126M AUM | 1.77% | $2M | 5.2K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 1.76% | $10M | 23.8K | Q1 2026OLDER |
| Fiduciary Wealth Partners, LLC$153M AUM | 1.76% | $4M | 9.1K | Q4 2025OLDER |
| Clifford Group, LLC$130M AUM | 1.76% | $2M | 5.4K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 1.76% | $2M | 4.9K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 1.75% | $77M | 181.6K | Q1 2026OLDER |
| Disciplined Investments, LLC$279M AUM | 1.73% | $5M | 11.3K | Q1 2026OLDER |
| Baron Financial Group, LLC$210M AUM | 1.72% | $4M | 29.1K | Q2 2026 |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 1.71% | $7M | 15.3K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 1.70% | $5M | 12.6K | Q1 2026OLDER |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM | 1.69% | $3M | 5.9K | Q1 2026OLDER |
| Lee-Kelleher Wealth Management$168M AUM | 1.69% | $3M | 6.7K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 1.69% | $438M | 1.03M | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 1.68% | $17M | 41.0K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 1.67% | $53M | 124.0K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 1.67% | $5M | 12.0K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 1.66% | $17M | 135.1K | Q2 2026 |
| Winthrop Advisory Group LLC$1.2B AUM | 1.66% | $20M | 47.7K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 1.66% | $9M | 20.6K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 1.66% | $28M | 60.0K | Q3 2025OLDER |
| Global Trust Wealth Management LLC$132M AUM | 1.66% | $2M | 5.1K | Q1 2026OLDER |
| Hoese & Co LLP$135M AUM | 1.65% | $2M | 5.2K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$298M AUM | 1.64% | $5M | 11.4K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 1.64% | $2M | 5.0K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 1.64% | $25M | 59.3K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 1.63% | $2M | 4.3K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 1.61% | $4M | 8.6K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 1.59% | $13M | 30.0K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 1.59% | $140M | 327.4K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 1.58% | $2M | 3.8K | Q1 2026OLDER |
| Hillcrest Wealth Advisors - NY, LLC$247M AUM | 1.58% | $4M | 9.1K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 1.57% | $66M | 139.9K | Q3 2025OLDER |
| JP Wealth Management, Inc.$147M AUM | 1.56% | $2M | 5.4K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 1.55% | $40M | 93.9K | Q1 2026OLDER |
| Pachira Investments Inc.$214M AUM | 1.55% | $3M | 7.8K | Q1 2026OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 1.53% | $3M | 7.3K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 1.53% | $8M | 62.9K | Q2 2026 |
| MYCIO WEALTH PARTNERS, LLC$502M AUM | 1.53% | $8M | 18.0K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 1.52% | $11M | 25.5K | Q1 2026OLDER |
| MARSHALL FINANCIAL GROUP INC /ADV$364M AUM | 1.52% | $6M | 11.8K | Q3 2025OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 1.51% | $8M | 16.6K | Q1 2026OLDER |
| Beirne Wealth Consulting Services, LLC$354M AUM | 1.49% | $5M | 12.3K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 1.49% | $36M | 83.4K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 1.48% | $21M | 48.7K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 1.47% | $26M | 60.0K | Q1 2026OLDER |
| Watts Gwilliam & Co., LLC$620M AUM | 1.46% | $9M | 19.3K | Q3 2025OLDER |
| Client First Capital LLC$231M AUM | 1.45% | $3M | 7.2K | Q4 2025OLDER |
| PlanVest Financial, Inc$131M AUM | 1.44% | $2M | 4.4K | Q1 2026OLDER |
| Family Capital Management, Inc.$225M AUM | 1.44% | $3M | 7.6K | Q1 2026OLDER |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 1.44% | $3M | 5.9K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 1.43% | $20M | 46.2K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 1.41% | $20M | 46.5K | Q1 2026OLDER |
| Highview Capital Management LLC/DE/$275M AUM | 1.41% | $4M | 8.4K | Q4 2025OLDER |
| Risk Paradigm Group, LLC$117M AUM | 1.41% | $2M | 3.9K | Q1 2026OLDER |
| Financial Advisors, LLC$564M AUM | 1.40% | $8M | 16.9K | Q3 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 1.40% | $59M | 137.9K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 1.40% | $112M | 262.0K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 1.39% | $116M | 272.1K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 1.39% | $4M | 8.9K | Q1 2026OLDER |
| Towerpoint Wealth, LLC$289M AUM | 1.39% | $4M | 32.3K | Q2 2026 |
| InvesTrust$238M AUM | 1.38% | $3M | 7.7K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 1.38% | $9M | 18.3K | Q4 2025OLDER |
| Atlas Brown,Inc.$372M AUM | 1.37% | $5M | 41.2K | Q2 2026 |
| Tandem Financial, LLC$314M AUM | 1.37% | $4M | 10.1K | Q1 2026OLDER |
| Etesian Wealth Advisors, Inc.$313M AUM | 1.36% | $4M | 10.0K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 1.36% | $5M | 11.0K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 1.36% | $5M | 11.5K | Q1 2026OLDER |
| Vigil Wealth Management, LLC$124M AUM | 1.35% | $2M | 3.9K | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 1.34% | $10M | 24.2K | Q1 2026OLDER |
| Hirtle & Co., LLC$2.9B AUM | 1.34% | $39M | 91.7K | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 1.34% | $10M | 24.4K | Q1 2026OLDER |
| Clearwave Capital, LLC$146M AUM | 1.33% | $2M | 4.6K | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 1.33% | $10M | 22.5K | Q1 2026OLDER |
| Cove Private Wealth, LLC$440M AUM | 1.32% | $6M | 13.6K | Q1 2026OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 1.31% | $5M | 12.9K | Q1 2026OLDER |
| Alamar Capital Management, LLC$181M AUM | 1.31% | $2M | 5.0K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 1.31% | $5M | 10.2K | Q3 2025OLDER |
| MidFirst Bank$1.2B AUM | 1.30% | $16M | 36.9K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 1.30% | $4M | 9.8K | Q1 2026OLDER |
| jvl associates llc$352M AUM | 1.28% | $5M | 36.4K | Q2 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 1.28% | $5M | 12.8K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 1.27% | $5M | 12.5K | Q1 2026OLDER |
| BEACON ADVISORS HOLDINGS, LLC$187M AUM | 1.26% | $2M | 5.5K | Q1 2026OLDER |
| Granite Harbor Advisors, Inc.$229M AUM | 1.26% | $3M | 6.7K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 1.24% | $104M | 243.6K | Q1 2026OLDER |
| VERUS WEALTH MANAGEMENT, LLC$108M AUM | 1.24% | $1M | 3.1K | Q1 2026OLDER |
| BAYBAN$115M AUM | 1.23% | $1M | 3.3K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 1.23% | $8M | 18.3K | Q1 2026OLDER |
| Broadview Financial Management, LLC$146M AUM | 1.23% | $2M | 4.2K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 1.23% | $189M | 443.5K | Q1 2026OLDER |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 1.22% | $4M | 9.6K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 1.22% | $59M | 139.3K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 1.22% | $75M | 176.8K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 1.21% | $21M | 49.3K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 1.21% | $18M | 42.9K | Q2 2026 |
| Friday Financial$373M AUM | 1.21% | $5M | 37.2K | Q2 2026 |
| AMG National Trust Bank$4.6B AUM | 1.21% | $56M | 130.5K | Q1 2026OLDER |
| Sincerus Advisory, LLC$147M AUM | 1.21% | $2M | 14.3K | Q2 2026 |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 1.20% | $173M | 406.9K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 1.20% | $17M | 40.8K | Q1 2026OLDER |
| Bouvel Investment Partners, LLC$345M AUM | 1.19% | $4M | 9.6K | Q1 2026OLDER |
| Yanni & Associates Investment Advisors, LLC$108M AUM | 1.17% | $1M | 10.3K | Q2 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 1.17% | $871M | 2.04M | Q1 2026OLDER |
| Marmo Financial Group, LLC$202M AUM | 1.17% | $2M | 5.6K | Q1 2026OLDER |
| Serenus Wealth Advisors, LLC$501M AUM | 1.17% | $6M | 13.8K | Q1 2026OLDER |
| Tassel Capital Management, Inc.$184M AUM | 1.17% | $2M | 5.0K | Q1 2026OLDER |
| INSIGHT 2811, INC.$239M AUM | 1.17% | $3M | 6.5K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 1.16% | $7M | 16.5K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 1.16% | $2M | 5.5K | Q1 2026OLDER |
| Cornerstone Wealth Advisors, Inc.$434M AUM | 1.16% | $5M | 11.8K | Q1 2026OLDER |
| CFM WEALTH PARTNERS LLC$667M AUM | 1.16% | $8M | 18.1K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 1.14% | $37M | 301.7K | Q2 2026 |
| GGM Financial LLC$217M AUM | 1.14% | $2M | 5.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 1.14% | $286M | 604.7K | Q4 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 1.14% | $3M | 7.7K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 1.13% | $15M | 119.5K | Q2 2026 |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 1.11% | $4M | 9.9K | Q1 2026OLDER |
| Ruggiero Investments, Inc.$103M AUM | 1.11% | $1M | 2.7K | Q1 2026OLDER |
| Symphony Financial Services, Inc.$195M AUM | 1.11% | $2M | 5.1K | Q1 2026OLDER |
| Maxele Advisors, LLC$123M AUM | 1.10% | $1M | 2.9K | Q4 2025OLDER |
| Sentinel Advisory Group, LLC$205M AUM | 1.09% | $2M | 5.3K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 1.09% | $22M | 52.6K | Q1 2026OLDER |
| Northstar Group, Inc.$707M AUM | 1.09% | $8M | 18.0K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 1.09% | $21M | 48.1K | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 1.08% | $2M | 4.6K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 1.08% | $39M | 92.6K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 1.07% | $4M | 28.8K | Q2 2026 |
| Meridian Wealth Advisors, LLC$756M AUM | 1.07% | $8M | 19.0K | Q1 2026OLDER |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC.$419M AUM | 1.07% | $4M | 10.5K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 1.06% | $19M | 45.2K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 1.06% | $9M | 20.8K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 1.06% | $3M | 6.6K | Q1 2026OLDER |
| Tolleson Wealth Management, Inc.$693M AUM | 1.06% | $7M | 15.5K | Q4 2025OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 1.05% | $145M | 340.8K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 1.05% | $24M | 195.9K | Q2 2026 |
| TFO Wealth Partners, LLC$735M AUM | 1.05% | $8M | 18.1K | Q1 2026OLDER |
| MATRIX ASSET ADVISORS INC/NY$1.1B AUM | 1.05% | $11M | 26.8K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 1.05% | $3M | 6.5K | Q4 2025OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 1.03% | $22M | 52.1K | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 1.03% | $7M | 15.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 1.02% | $733M | 1.72M | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 1.02% | $2M | 4.5K | Q3 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 1.02% | $220M | 515.3K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 1.01% | $17M | 38.9K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 1.01% | $3M | 7.3K | Q1 2026OLDER |
| St. Louis Trust Co$856M AUM | 1.00% | $9M | 20.1K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 1.00% | $9M | 21.3K | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 1.00% | $50M | 117.6K | Q1 2026OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 1.00% | $10M | 24.0K | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.99% | $5M | 12.1K | Q1 2026OLDER |
| ASL Financial, LLC$125M AUM | 0.99% | $1M | 2.9K | Q1 2026OLDER |
| Integrity Wealth Partners, LLC$111M AUM | 0.99% | $1M | 2.6K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.99% | $29M | 66.9K | Q1 2026OLDER |
| Narwhal Capital Management$1.4B AUM | 0.98% | $13M | 31.3K | Q1 2026OLDER |
| Park Edge Advisors, LLC$434M AUM | 0.98% | $4M | 9.2K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.98% | $161M | 378.5K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.97% | $37M | 296.7K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.97% | $3M | 7.5K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.97% | $1M | 2.7K | Q1 2026OLDER |
| LIFE LINE WEALTH MANAGEMENT LLC$224M AUM | 0.97% | $2M | 5.1K | Q1 2026OLDER |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 0.97% | $2M | 3.8K | Q1 2026OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 0.97% | $1M | 8.7K | Q2 2026 |
| HFG Advisors, Inc.$142M AUM | 0.97% | $1M | 3.2K | Q1 2026OLDER |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 0.96% | $7M | 16.1K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.96% | $4M | 9.5K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.96% | $2M | 4.7K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.96% | $28M | 66.7K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.96% | $198M | 464.6K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.96% | $22M | 50.7K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.95% | $564M | 1.19M | Q4 2025OLDER |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.95% | $2M | 4.7K | Q1 2026OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.95% | $70M | 164.2K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.95% | $34M | 79.3K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.95% | $2M | 5.2K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.95% | $168M | 393.1K | Q1 2026OLDER |
| JSF Financial, LLC$510M AUM | 0.94% | $5M | 11.2K | Q1 2026OLDER |
| Cascade Wealth Advisors, Inc$228M AUM | 0.93% | $2M | 17.1K | Q1 2026OLDER |
| Stanich Group LLC$131M AUM | 0.92% | $1M | 2.8K | Q1 2026OLDER |
| Brown Financial Advisory$202M AUM | 0.92% | $2M | 4.4K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.92% | $38M | 82.1K | Q3 2025OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.92% | $4M | 8.8K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.92% | $22M | 52.3K | Q1 2026OLDER |
| BUFFALO BUSINESS & ESTATE SERVICES LTD$689M AUM | 0.91% | $6M | 14.7K | Q1 2026OLDER |
| R.H. Investment Group, LLC$130M AUM | 0.91% | $1M | 2.6K | Q1 2026OLDER |
| Vericrest Private Wealth$111M AUM | 0.90% | $1M | 2.4K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.90% | $2M | 4.4K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.90% | $8M | 18.2K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.89% | $43M | 100.3K | Q1 2026OLDER |
| Stephens Consulting, LLC$309M AUM | 0.88% | $3M | 5.8K | Q4 2025OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.88% | $117M | 1.10M | Q1 2026OLDER |
| Tilson Financial Group, Inc.$333M AUM | 0.88% | $3M | 6.9K | Q1 2026OLDER |
| Zuckerman Investment Group, LLC$1.1B AUM | 0.87% | $9M | 21.7K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 0.87% | $2M | 4.3K | Q1 2026OLDER |
| Allodium Investment Consultants, LLC$209M AUM | 0.87% | $2M | 4.2K | Q1 2026OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 0.87% | $1M | 2.3K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.86% | $11.8B | 27.67M | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.86% | $1M | 8.2K | Q2 2026 |
| Hardy Reed LLC$1.4B AUM | 0.86% | $12M | 27.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.86% | $485M | 1.14M | Q1 2026OLDER |
| Atala Financial Inc$149M AUM | 0.86% | $1M | 3.0K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.86% | $6M | 14.9K | Q1 2026OLDER |
| Wealth Analytics Partners, LLC$246M AUM | 0.86% | $2M | 4.9K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 0.85% | $4M | 10.5K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.85% | $11M | 26.7K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 0.85% | $2M | 3.6K | Q1 2026OLDER |
| Jackson Wealth Management, LLC$972M AUM | 0.85% | $8M | 19.3K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.84% | $195M | 458.0K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 0.84% | $5M | 12.2K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.84% | $5M | 11.3K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.83% | $8M | 18.5K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.83% | $13M | 29.8K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.82% | $29M | 69.0K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.82% | $893,696 | 2.1K | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.82% | $12M | 26.1K | Q4 2025OLDER |
| Emprise Bank$271M AUM | 0.82% | $2M | 17.9K | Q2 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.82% | $3M | 7.9K | Q1 2026OLDER |
| GOLDEN ROAD ADVISORS LLC$174M AUM | 0.81% | $1M | 3.3K | Q1 2026OLDER |
| MERIDIAN MANAGEMENT CO$402M AUM | 0.81% | $3M | 7.7K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.81% | $67M | 156.2K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 0.81% | $1M | 2.6K | Q1 2026OLDER |
| Auour Investments LLC$318M AUM | 0.81% | $3M | 6.0K | Q1 2026OLDER |
| Legacy Advisors, LLC$848M AUM | 0.80% | $7M | 16.0K | Q1 2026OLDER |
| HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM | 0.80% | $5M | 12.9K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.80% | $2M | 5.0K | Q1 2026OLDER |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 0.80% | $3M | 6.2K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.80% | $13M | 29.8K | Q1 2026OLDER |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 0.79% | $891,602 | 2.1K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.79% | $150M | 351.1K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.79% | $4M | 10.4K | Q1 2026OLDER |
| William Howard & Co Financial Advisors Inc$129M AUM | 0.78% | $1M | 8.1K | Q2 2026 |
| Retirement Management Systems Inc.$415M AUM | 0.78% | $3M | 7.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.78% | $13.1B | 27.64M | Q1 2026OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 0.78% | $3M | 7.0K | Q4 2025OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.78% | $2M | 5.0K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.77% | $6M | 14.5K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.77% | $6M | 14.4K | Q1 2026OLDER |
| Code Waechter LLC$168M AUM | 0.77% | $1M | 3.0K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.77% | $34M | 79.6K | Q1 2026OLDER |
| SOUTHERN MICHIGAN BANK & TRUST$261M AUM | 0.77% | $2M | 4.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.77% | $420M | 983.9K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.77% | $10M | 23.4K | Q1 2026OLDER |
| SPWM Advisors LLC$115M AUM | 0.77% | $881,252 | 7.1K | Q1 2026OLDER |
| Expressive Wealth LLC$105M AUM | 0.76% | $802,227 | 6.6K | Q1 2026OLDER |
| Veracity Capital LLC$280M AUM | 0.76% | $2M | 5.0K | Q1 2026OLDER |
| DSG Capital Advisors, LLC$625M AUM | 0.76% | $5M | 11.1K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.75% | $1.3B | 3.06M | Q1 2026OLDER |
| HORAN Wealth, LLC$1.1B AUM | 0.74% | $8M | 16.5K | Q1 2026OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.74% | $8M | 16.9K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.74% | $1M | 2.5K | Q4 2025OLDER |
| Jupiter Wealth Management LLC$253M AUM | 0.73% | $2M | 14.9K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.73% | $24M | 57.8K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 0.73% | $6M | 14.6K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.73% | $18M | 42.6K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 0.73% | $1M | 11.7K | Q2 2026 |
| Weaver Capital Management LLC$461M AUM | 0.73% | $3M | 7.9K | Q1 2026OLDER |
| Payne Capital LLC$109M AUM | 0.72% | $788,840 | 1.9K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.72% | $8M | 18.9K | Q1 2026OLDER |
| Pandora Wealth, Inc.$165M AUM | 0.72% | $1M | 2.5K | Q4 2025OLDER |
| HMS Capital Management, LLC$259M AUM | 0.72% | $2M | 4.4K | Q1 2026OLDER |
| Berman McAleer LLC$733M AUM | 0.72% | $5M | 12.4K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.71% | $2M | 4.8K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.71% | $84M | 196.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.71% | $669M | 1.57M | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.71% | $7,922 | 16.7K | Q4 2025OLDER |
| Able Wealth Management LLC$374M AUM | 0.71% | $3M | 6.2K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.71% | $2M | 3.8K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.71% | $6M | 13.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.71% | $138M | 324.3K | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.70% | $7M | 17.5K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.