ISHARES TR
CUSIP 464287663
Ishares Tr has 781 institutional holders in Filings Flow’s 13F database, together reporting 196.24M shares worth $19.8B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Lpl Financial LLC, and Morgan Stanley.
Institutional Holders
781
Q1 2026
Reported Value
$19.8B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 14.15% | $30M | 295.6K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 14.11% | $39M | 381.4K | Q1 2026OLDER |
| Salus Financial Advisors, LLC$171M AUM | 13.43% | $23M | 225.3K | Q1 2026OLDER |
| Veracity Capital LLC$280M AUM | 13.18% | $37M | 360.9K | Q1 2026OLDER |
| PCA Investment Advisory Services Inc.$300M AUM | 10.95% | $33M | 320.9K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 10.73% | $377M | 3.68M | Q1 2026OLDER |
| FORTRESS FINANCIAL GROUP, LLC$135M AUM | 10.54% | $14M | 139.4K | Q1 2026OLDER |
| Keenan, LLC$119M AUM | 10.42% | $12M | 120.1K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 9.94% | $21M | 201.8K | Q1 2026OLDER |
| IRONWOOD WEALTH MANAGEMENT, INC.$223M AUM | 9.08% | $20M | 192.6K | Q1 2026OLDER |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 8.85% | $67M | 653.3K | Q1 2026OLDER |
| ForthRight Wealth Management, LLC$353M AUM | 8.77% | $31M | 302.3K | Q1 2026OLDER |
| Alliance Private Wealth, LLC$288M AUM | 7.95% | $23M | 207.8K | Q2 2026 |
| Cosner Financial Group, LLC$182M AUM | 7.85% | $14M | 139.9K | Q1 2026OLDER |
| Duncan Williams Asset Management, LLC$361M AUM | 7.67% | $28M | 270.5K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 7.51% | $89M | 808.6K | Q2 2026 |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 7.42% | $83M | 810.7K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 7.27% | $475M | 4.64M | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 6.87% | $398M | 3.89M | Q1 2026OLDER |
| Carl P. Sherr & Co., LLC$213M AUM | 6.55% | $14M | 136.4K | Q1 2026OLDER |
| DDFG, Inc$464M AUM | 6.55% | $30M | 297.4K | Q1 2026OLDER |
| Townsend Financial Planning, LLC$103M AUM | 6.54% | $7M | 66.1K | Q1 2026OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 6.34% | $8M | 71.1K | Q2 2026 |
| Richard W. Paul & Associates, LLC$297M AUM | 6.27% | $19M | 182.1K | Q1 2026OLDER |
| Canandaigua National Trust Co of Florida$125M AUM | 6.06% | $8M | 73.8K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 5.34% | $11M | 102.4K | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 5.09% | $32M | 312.1K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 5.00% | $437M | 4.28M | Q1 2026OLDER |
| Nadler Financial Group, Inc.$1.0B AUM | 4.47% | $46M | 453.4K | Q1 2026OLDER |
| Alpha Zero LLC$198M AUM | 4.31% | $9M | 83.3K | Q1 2026OLDER |
| Foundry Financial Group, Inc.$202M AUM | 4.08% | $8M | 80.4K | Q1 2026OLDER |
| COREPATH WEALTH PARTNERS LLC$160M AUM | 3.96% | $6M | 57.3K | Q2 2026 |
| SkyOak Wealth, LLC$546M AUM | 3.75% | $20M | 200.5K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 3.65% | $81M | 792.0K | Q1 2026OLDER |
| MOTIVE WEALTH ADVISORS$213M AUM | 3.61% | $8M | 75.2K | Q1 2026OLDER |
| Roberts Financial Services LLC$314M AUM | 3.59% | $11M | 110.3K | Q1 2026OLDER |
| Financial Council, LLC$259M AUM | 3.58% | $9M | 90.8K | Q1 2026OLDER |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 3.49% | $6M | 58.2K | Q1 2026OLDER |
| Family Capital Management, Inc.$225M AUM | 3.41% | $8M | 75.0K | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 3.34% | $8M | 80.5K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 3.31% | $125M | 1.13M | Q2 2026 |
| Petix & Botte Co$449M AUM | 3.29% | $15M | 144.2K | Q1 2026OLDER |
| MFA WEALTH ADVISORS, LLC$508M AUM | 3.21% | $16M | 159.6K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 3.20% | $45M | 442.9K | Q1 2026OLDER |
| Townsend & Associates, Inc$1.2B AUM | 2.94% | $34M | 319.3K | Q1 2026OLDER |
| Auto-Owners Insurance Co$4.8B AUM | 2.90% | $139M | 1.35M | Q1 2026OLDER |
| HILLTOP WEALTH ADVISORS, LLC$167M AUM | 2.48% | $4M | 40.5K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 2.39% | $37M | 358.8K | Q1 2026OLDER |
| High Probability Advisors, LLC$781M AUM | 2.33% | $18M | 178.3K | Q1 2026OLDER |
| Weil Company, Inc.$445M AUM | 2.24% | $10M | 97.7K | Q1 2026OLDER |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 2.16% | $3M | 32.5K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 2.12% | $285M | 2.79M | Q1 2026OLDER |
| Strategies Wealth Advisors, LLC$995M AUM | 2.09% | $21M | 203.0K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 1.97% | $17M | 161.4K | Q1 2026OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 1.96% | $3M | 28.3K | Q1 2026OLDER |
| Life Planning Partners, Inc$131M AUM | 1.91% | $3M | 24.5K | Q1 2026OLDER |
| Eley Financial Management, Inc$277M AUM | 1.90% | $5M | 51.5K | Q1 2026OLDER |
| Valpey Financial Services, LLC$154M AUM | 1.84% | $3M | 27.7K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 1.83% | $42M | 407.9K | Q1 2026OLDER |
| Independence Financial Advisors, LLC$386M AUM | 1.82% | $7M | 63.8K | Q2 2026 |
| CATALYST PRIVATE WEALTH, LLC$185M AUM | 1.79% | $3M | 32.3K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 1.78% | $7M | 64.9K | Q1 2026OLDER |
| Traub Capital Management LLC$101M AUM | 1.74% | $2M | 17.2K | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 1.63% | $2M | 24.1K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 1.60% | $17M | 162.4K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 1.59% | $4M | 37.1K | Q1 2026OLDER |
| Eaton Financial Holdings Company, LLC$305M AUM | 1.56% | $5M | 46.5K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 1.55% | $6M | 60.9K | Q1 2026OLDER |
| General Partner, Inc.$186M AUM | 1.52% | $3M | 25.6K | Q2 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 1.46% | $121M | 1.19M | Q1 2026OLDER |
| Garde Capital, Inc.$1.7B AUM | 1.45% | $24M | 237.4K | Q1 2026OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 1.45% | $15M | 145.7K | Q1 2026OLDER |
| GDS Wealth Management$1.7B AUM | 1.40% | $23M | 228.1K | Q1 2026OLDER |
| Windward Private Wealth Management Inc.$289M AUM | 1.36% | $4M | 38.5K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 1.35% | $3M | 25.7K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 1.33% | $134M | 1.31M | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 1.33% | $8M | 76.6K | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 1.28% | $4M | 39.0K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 1.28% | $1M | 14.0K | Q1 2026OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 1.18% | $5M | 48.0K | Q1 2026OLDER |
| Wealth Management Partners, LLC$350M AUM | 1.17% | $4M | 40.1K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 1.05% | $72M | 702.1K | Q1 2026OLDER |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 1.03% | $3M | 33.8K | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 1.02% | $1M | 13.1K | Q1 2026OLDER |
| Silver Lake Advisory, LLC$252M AUM | 1.01% | $3M | 24.8K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 1.00% | $8M | 74.4K | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.94% | $24M | 234.7K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.90% | $12M | 117.7K | Q4 2025OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 0.89% | $21M | 209.5K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.86% | $10M | 101.3K | Q1 2026OLDER |
| Zuckerman Investment Group, LLC$1.1B AUM | 0.85% | $9M | 88.5K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.84% | $16M | 155.1K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.82% | $46M | 449.5K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.79% | $5M | 48.9K | Q1 2026OLDER |
| Wealth Advisors of Iowa, LLC$323M AUM | 0.79% | $3M | 25.0K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 0.77% | $11M | 111.6K | Q1 2026OLDER |
| WJ Wealth Management, LLC$214M AUM | 0.76% | $2M | 16.0K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.74% | $12M | 119.4K | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.74% | $10M | 93.6K | Q1 2026OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 0.73% | $3M | 26.2K | Q1 2026OLDER |
| Denver PWM, LLC$291M AUM | 0.73% | $2M | 19.5K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.72% | $38M | 367.5K | Q1 2026OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.72% | $9M | 84.6K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 0.72% | $4M | 43.5K | Q1 2026OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 0.72% | $953,381 | 9.3K | Q1 2026OLDER |
| TL Private Wealth$273M AUM | 0.70% | $2M | 17.1K | Q2 2026 |
| Quent Capital, LLC$1.4B AUM | 0.70% | $10M | 96.4K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.69% | $3M | 28.6K | Q1 2026OLDER |
| William Howard & Co Financial Advisors Inc$129M AUM | 0.69% | $887,368 | 8.1K | Q2 2026 |
| Dentgroup LLC$146M AUM | 0.66% | $958,632 | 9.3K | Q4 2025OLDER |
| Columbus Macro, LLC$936M AUM | 0.64% | $6M | 58.8K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 0.63% | $787,872 | 7.7K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.63% | $997,142 | 9.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.62% | $8.5B | 83.37M | Q1 2026OLDER |
| Boyd Wealth Management, LLC$236M AUM | 0.62% | $1M | 14.2K | Q1 2026OLDER |
| Next Capital Management LLC$330M AUM | 0.61% | $2M | 19.6K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.60% | $1M | 13.3K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.59% | $5M | 44.9K | Q2 2026 |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 0.56% | $3M | 31.7K | Q1 2026OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 0.56% | $2M | 15.6K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.56% | $6M | 50.3K | Q2 2026 |
| Innovative Wealth Building LLC$142M AUM | 0.54% | $770,453 | 7.5K | Q1 2026OLDER |
| American State Bank (Iowa)$247M AUM | 0.54% | $1M | 12.0K | Q2 2026 |
| Vantage Financial Partners, LLC$493M AUM | 0.49% | $2M | 23.6K | Q4 2025OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.49% | $1M | 13.7K | Q1 2026OLDER |
| POTENTIA WEALTH$259M AUM | 0.48% | $1M | 12.2K | Q1 2026OLDER |
| Joule Financial, LLC$343M AUM | 0.48% | $2M | 16.0K | Q1 2026OLDER |
| Dynamic Financial Group$122M AUM | 0.47% | $580,018 | 5.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.47% | $1.8B | 17.23M | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.46% | $2M | 23.1K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.46% | $1M | 13.1K | Q2 2026 |
| TriaGen Wealth Management LLC$366M AUM | 0.46% | $2M | 16.4K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.45% | $3M | 31.9K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.40% | $693,984 | 6.8K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.40% | $527,361 | 5.1K | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.40% | $71M | 695.6K | Q1 2026OLDER |
| Drake & Associates, LLC$525M AUM | 0.40% | $2M | 20.4K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.40% | $731,767 | 7.2K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.39% | $3M | 27.8K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.39% | $934,819 | 9.1K | Q1 2026OLDER |
| Greenline Partners, LLC$930M AUM | 0.39% | $4M | 35.7K | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.39% | $569,226 | 5.6K | Q1 2026OLDER |
| Castellan Group$726M AUM | 0.38% | $3M | 29.7K | Q4 2025OLDER |
| Legacy Financial Strategies, LLC$554M AUM | 0.38% | $2M | 20.7K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.38% | $3M | 31.0K | Q1 2026OLDER |
| Certified Advisory Corp$1.2B AUM | 0.38% | $5M | 42.3K | Q2 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.37% | $768M | 7.65M | Q1 2026OLDER |
| Vigil Wealth Management, LLC$124M AUM | 0.36% | $446,219 | 4.4K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.36% | $29M | 286.1K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.36% | $709,206 | 6.9K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.36% | $2M | 22.0K | Q1 2026OLDER |
| Prism Advisors, Inc.$375M AUM | 0.36% | $1M | 13.2K | Q3 2025OLDER |
| Ipswich Investment Management Co., Inc.$426M AUM | 0.36% | $2M | 14.8K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.35% | $3M | 29.5K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.34% | $119M | 1.17M | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 0.34% | $1M | 12.6K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.34% | $3,784 | 36.9K | Q4 2025OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.34% | $2M | 16.6K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.34% | $3M | 27.6K | Q1 2026OLDER |
| Prospect Financial Services LLC$164M AUM | 0.34% | $550,051 | 5.4K | Q1 2026OLDER |
| MATAURO, LLC$692M AUM | 0.33% | $2M | 22.7K | Q1 2026OLDER |
| Invariant Investment Management$171M AUM | 0.33% | $563,063 | 5.0K | Q2 2026 |
| Collier Financial$131M AUM | 0.33% | $430,988 | 4.2K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.33% | $1M | 12.3K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.32% | $11M | 101.2K | Q2 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.30% | $3M | 27.0K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.30% | $1M | 10.5K | Q1 2026OLDER |
| Riverwater Partners LLC$300M AUM | 0.30% | $896,017 | 8.8K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.30% | $891,654 | 8.9K | Q3 2025OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.29% | $2M | 16.5K | Q1 2026OLDER |
| Bank of Marin$137M AUM | 0.29% | $401,024 | 3.9K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.29% | $892,738 | 8.7K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.29% | $10M | 100.8K | Q1 2026OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.28% | $7M | 71.3K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.28% | $2M | 23.6K | Q3 2025OLDER |
| Fortis Advisors, LLC$200M AUM | 0.28% | $517,921 | 5.1K | Q4 2025OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.27% | $1M | 10.9K | Q1 2026OLDER |
| Braeburn Wealth Management LLC$175M AUM | 0.27% | $469,074 | 4.6K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.26% | $914,694 | 25.5K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.26% | $7M | 67.2K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.25% | $381,569 | 3.7K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.25% | $1M | 11.1K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.25% | $61M | 597.6K | Q1 2026OLDER |
| Lansing Street Advisors$397M AUM | 0.25% | $977,589 | 9.6K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.25% | $779,378 | 8.4K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.24% | $2M | 22.1K | Q1 2026OLDER |
| Clifford Group, LLC$130M AUM | 0.24% | $315,032 | 3.1K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 0.24% | $2M | 15.6K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.24% | $306,628 | 2.8K | Q2 2026 |
| Elevation Wealth Management LLC$109M AUM | 0.24% | $260,889 | 2.6K | Q1 2026OLDER |
| Financial Planning Hawaii, Inc.$170M AUM | 0.24% | $405,524 | 4.0K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 0.24% | $540,698 | 5.3K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.24% | $1M | 9.9K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.23% | $2M | 19.3K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 0.23% | $578,641 | 5.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.23% | $3M | 25.2K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.23% | $6M | 57.8K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.23% | $673,784 | 6.6K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.23% | $750,924 | 7.3K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.22% | $849,186 | 8.3K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.22% | $4M | 34.5K | Q1 2026OLDER |
| CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM | 0.22% | $3M | 33.3K | Q4 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.22% | $255,114 | 2.5K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.22% | $26M | 250.0K | Q1 2026OLDER |
| Elm Partners Management LLC$2.3B AUM | 0.22% | $5M | 49.8K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.21% | $3M | 34.8K | Q3 2025OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.21% | $2M | 18.6K | Q1 2026OLDER |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.21% | $439,062 | 4.3K | Q1 2026OLDER |
| DEAN INVESTMENT ASSOCIATES, LLC$710M AUM | 0.21% | $2M | 14.8K | Q1 2026OLDER |
| Ketron Financial$279M AUM | 0.21% | $585,664 | 5.7K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.21% | $1M | 9.2K | Q2 2026 |
| Brickley Wealth Management$583M AUM | 0.21% | $1M | 11.8K | Q1 2026OLDER |
| JMN Financial LLC$102M AUM | 0.21% | $208,897 | 2.0K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.20% | $474,031 | 4.6K | Q1 2026OLDER |
| Atala Financial Inc$149M AUM | 0.20% | $296,664 | 2.9K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.20% | $10M | 93.5K | Q1 2026OLDER |
| First National Bank of Hutchinson$157M AUM | 0.20% | $309,409 | 3.0K | Q1 2026OLDER |
| ICONIQ Capital, LLC$4.5B AUM | 0.20% | $9M | 85.8K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.20% | $4M | 36.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.20% | $733M | 7.17M | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.19% | $1M | 11.7K | Q1 2026OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 0.19% | $770,249 | 7.5K | Q1 2026OLDER |
| Lauterbach Financial Advisors, LLC$205M AUM | 0.18% | $376,335 | 3.7K | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 0.18% | $626,650 | 6.1K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.18% | $11M | 104.8K | Q1 2026OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.18% | $2M | 16.9K | Q1 2026OLDER |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 0.18% | $322,088 | 3.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.18% | $16M | 158.6K | Q1 2026OLDER |
| eCIO, Inc.$228M AUM | 0.17% | $374,942 | 3.7K | Q4 2025OLDER |
| Financial & Tax Architects, LLC$448M AUM | 0.17% | $777,011 | 7.8K | Q3 2025OLDER |
| Beirne Wealth Consulting Services, LLC$503M AUM | 0.17% | $860,209 | 7.8K | Q2 2026 |
| Tennessee Valley Asset Management Partners$757M AUM | 0.17% | $1M | 12.6K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.17% | $6M | 51.0K | Q2 2026 |
| Fingerlakes Wealth Management, Inc.$151M AUM | 0.17% | $254,196 | 2.5K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 0.17% | $895,139 | 8.8K | Q1 2026OLDER |
| Greenhouse Wealth Management, LLC$162M AUM | 0.17% | $272,099 | 2.7K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.17% | $560,515 | 5.5K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.17% | $246,388 | 2.4K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.16% | $745,299 | 7.3K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 0.16% | $403,830 | 3.8K | Q1 2026OLDER |
| COFG Advisors, LLC$404M AUM | 0.16% | $656,680 | 6.4K | Q1 2026OLDER |
| Melone Private Wealth, LLC$263M AUM | 0.16% | $419,473 | 3.8K | Q2 2026 |
| Mullaney, Keating & Wright, Inc.$207M AUM | 0.16% | $324,044 | 2.9K | Q2 2026 |
| Patten Group, Inc.$575M AUM | 0.16% | $897,142 | 8.8K | Q1 2026OLDER |
| Colonial River Investments, LLC$279M AUM | 0.15% | $420,004 | 4.2K | Q3 2025OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.15% | $159,462 | 1.6K | Q1 2026OLDER |
| SWEENEY & MICHEL, LLC$340M AUM | 0.15% | $521,889 | 5.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.15% | $58M | 568.9K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.15% | $5M | 52.8K | Q1 2026OLDER |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 0.15% | $287,015 | 2.8K | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.15% | $1M | 9.9K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.15% | $947,821 | 8.6K | Q2 2026 |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 0.15% | $345,873 | 3.4K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 0.15% | $709,820 | 6.9K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.14% | $2M | 24.2K | Q1 2026OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.14% | $371,918 | 3.4K | Q2 2026 |
| Retirement Management Systems Inc.$415M AUM | 0.14% | $585,927 | 5.7K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 0.14% | $202,328 | 2.0K | Q1 2026OLDER |
| Heritage Wealth Management, Inc./Texas$234M AUM | 0.14% | $328,677 | 3.2K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.14% | $7M | 63.9K | Q1 2026OLDER |
| EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM | 0.14% | $2M | 22.2K | Q4 2025OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.14% | $334,686 | 3.3K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.14% | $2M | 19.1K | Q2 2026 |
| Atria Investments, Inc$8.9B AUM | 0.14% | $12M | 118.6K | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.13% | $328,113 | 3.2K | Q1 2026OLDER |
| TFR Capital, LLC.$326M AUM | 0.13% | $431,188 | 4.2K | Q1 2026OLDER |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.13% | $479,889 | 4.7K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.13% | $11M | 110.7K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.13% | $289,572 | 2.8K | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 0.13% | $339,470 | 3.3K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.13% | $3M | 29.7K | Q1 2026OLDER |
| Cutler Capital Management, LLC$370M AUM | 0.13% | $465,238 | 4.5K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.13% | $23M | 226.7K | Q1 2026OLDER |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.12% | $201,000 | 2.0K | Q4 2025OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.12% | $828,941 | 8.1K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC$308M AUM | 0.12% | $382,584 | 3.5K | Q2 2026 |
| PRUDENT INVESTORS NETWORK, INC.$459M AUM | 0.12% | $570,248 | 5.6K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.12% | $364,010 | 3.6K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.12% | $5M | 42.0K | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 0.12% | $329,756 | 3.2K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.12% | $311,945 | 2.8K | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.12% | $83M | 818.4K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.12% | $714,932 | 7.0K | Q1 2026OLDER |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.12% | $386,956 | 3.5K | Q2 2026 |
| Summit Investment Advisory Services, LLC$269M AUM | 0.12% | $314,185 | 3.1K | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 0.11% | $326,078 | 3.2K | Q4 2025OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.11% | $448,673 | 4.4K | Q1 2026OLDER |
| Hoese & Co LLP$135M AUM | 0.11% | $153,375 | 1.5K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 0.11% | $258,205 | 2.7K | Q2 2026 |
| One Day In July LLC$1.2B AUM | 0.11% | $1M | 13.5K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.11% | $312,783 | 3.1K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.11% | $228,919 | 2.2K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.11% | $1M | 13.9K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.11% | $2M | 19.7K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.11% | $1M | 13.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.11% | $22M | 219.6K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.10% | $16M | 331.2K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.10% | $259,870 | 2.6K | Q3 2025OLDER |
| Berman McAleer LLC$733M AUM | 0.10% | $755,525 | 7.4K | Q1 2026OLDER |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 0.10% | $258,035 | 2.5K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.10% | $217,028 | 2.1K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.10% | $2M | 21.4K | Q1 2026OLDER |
| Bank OZK$283M AUM | 0.10% | $285,788 | 2.8K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.10% | $525,161 | 5.1K | Q1 2026OLDER |
| Riverstone Advisors, LLC$203M AUM | 0.10% | $203,784 | 2.0K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.10% | $409,409 | 4.0K | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.10% | $1M | 13.3K | Q4 2025OLDER |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 0.10% | $3M | 26.9K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.10% | $6M | 54.5K | Q4 2025OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.10% | $893,768 | 8.7K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.10% | $16M | 156.8K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.10% | $474,645 | 4.6K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.10% | $4M | 40.7K | Q1 2026OLDER |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 0.10% | $543,813 | 5.3K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.10% | $2M | 14.9K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.10% | $6M | 57.4K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.09% | $2M | 18.0K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.09% | $4M | 40.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.09% | $67M | 658.6K | Q1 2026OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.09% | $7M | 65.1K | Q2 2026 |
| Collaborative Wealth Managment Inc.$218M AUM | 0.09% | $203,773 | 2.0K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.09% | $5M | 50.4K | Q1 2026OLDER |
| Keystone Financial Group, Inc.$192M AUM | 0.09% | $179,035 | 1.8K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.09% | $279,654 | 2.7K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.09% | $4M | 39.0K | Q1 2026OLDER |
| Wealthquest Corp$1.4B AUM | 0.09% | $1M | 12.7K | Q2 2026 |
| RDA Financial Network$459M AUM | 0.09% | $421,911 | 3.8K | Q2 2026 |
| Oak Asset Management, LLC$290M AUM | 0.09% | $265,850 | 2.6K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.09% | $828,475 | 8.1K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.09% | $2M | 18.2K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.09% | $54M | 525.6K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.09% | $1M | 11.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.09% | $4M | 37.4K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.09% | $494,998 | 4.8K | Q1 2026OLDER |
| AUGUSTINE ASSET MANAGEMENT INC$444M AUM | 0.09% | $441,332 | 4.3K | Q4 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.09% | $8M | 77.6K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 0.09% | $207,695 | 2.0K | Q1 2026OLDER |
| MITCHELL CAPITAL MANAGEMENT CO$545M AUM | 0.09% | $473,315 | 4.6K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.09% | $11M | 106.4K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.09% | $740,188 | 7.2K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.08% | $147M | 1.44M | Q1 2026OLDER |
| EQUITY INVESTMENT CORP$5.1B AUM | 0.08% | $4M | 42.4K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.08% | $1M | 12.7K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.08% | $226,797 | 2.1K | Q2 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.08% | $7M | 67.6K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.08% | $2M | 21.0K | Q2 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.08% | $40M | 390.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.08% | $21M | 206.4K | Q1 2026OLDER |
| LongView Wealth Management$390M AUM | 0.08% | $316,772 | 3.0K | Q1 2026OLDER |
| Plum Street Advisors, LLC$289M AUM | 0.08% | $229,347 | 2.2K | Q1 2026OLDER |
| Bellecapital International Ltd.$554M AUM | 0.08% | $438,755 | 4.3K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.08% | $4M | 42.6K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.08% | $3M | 24.5K | Q1 2026OLDER |
| Peak Retirement Planning, Inc.$501M AUM | 0.08% | $391,160 | 3.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.08% | $73M | 717.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.08% | $73M | 710.8K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.08% | $7M | 70.2K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.08% | $945,366 | 9.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.08% | $53M | 513.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.08% | $6M | 55.9K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.08% | $207,041 | 2.0K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.08% | $8M | 75.7K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.08% | $25M | 241.0K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.08% | $1M | 11.9K | Q2 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.08% | $534,029 | 5.2K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.07% | $431,430 | 4.2K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.07% | $1M | 11.0K | Q2 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 0.07% | $610,567 | 6.0K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.07% | $116,361 | 1.1K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.07% | $6M | 56.8K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.07% | $1M | 9.9K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.07% | $15M | 147.3K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.07% | $5M | 49.5K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.07% | $35M | 344.7K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.07% | $1M | 12.5K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.07% | $207,408 | 2.1K | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.07% | $26M | 249.8K | Q1 2026OLDER |
| Beck Bode, LLC$591M AUM | 0.07% | $411,357 | 4.0K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.07% | $4M | 39.5K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.07% | $530,780 | 5.2K | Q1 2026OLDER |
| CIM, LLC$692M AUM | 0.07% | $469,111 | 4.6K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.07% | $1M | 13.2K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.07% | $177,917 | 1.7K | Q1 2026OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.07% | $193,754 | 1.8K | Q2 2026 |
| Nikulski Financial, Inc.$405M AUM | 0.07% | $265,567 | 2.7K | Q3 2025OLDER |
| Weaver Consulting Group$420M AUM | 0.07% | $278,120 | 2.7K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.07% | $851,129 | 8.3K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.07% | $637,324 | 6.2K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.07% | $766,424 | 7.0K | Q2 2026 |
| USA FINANCIAL FORMULAS$531M AUM | 0.06% | $344,685 | 3.4K | Q1 2026OLDER |
| Watts Gwilliam & Co., LLC$620M AUM | 0.06% | $401,399 | 4.0K | Q3 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.06% | $1M | 10.2K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 0.06% | $235,115 | 2.3K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.06% | $1M | 10.8K | Q1 2026OLDER |
| Fielder Capital Group LLC$459M AUM | 0.06% | $298,904 | 2.9K | Q4 2025OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.06% | $206,750 | 2.0K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.06% | $208,184 | 1.9K | Q2 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.06% | $6M | 56.4K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.06% | $230,369 | 2.3K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.06% | $234,664 | 2.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.06% | $997M | 9.72M | Q1 2026OLDER |
| Garrett Wealth Advisory Group, LLC$562M AUM | 0.06% | $329,915 | 3.2K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.06% | $476,534 | 4.7K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.06% | $171,167 | 1.7K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.06% | $1M | 10.1K | Q1 2026OLDER |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC.$419M AUM | 0.06% | $239,776 | 2.3K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.06% | $312,927 | 3.1K | Q1 2026OLDER |
| Headland Capital, LLC$355M AUM | 0.06% | $201,800 | 2.0K | Q4 2025OLDER |
| HEADINVEST, LLC$488M AUM | 0.06% | $273,314 | 2.7K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.06% | $237,425 | 2.3K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.05% | $673,927 | 6.6K | Q1 2026OLDER |
| HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM | 0.05% | $2M | 13.6K | Q2 2026 |
| Caprock Group, LLC$4.1B AUM | 0.05% | $2M | 21.8K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.05% | $765,552 | 7.5K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.05% | $444,299 | 4.3K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 0.05% | $267,304 | 2.6K | Q1 2026OLDER |
| Watchman Group, Inc.$413M AUM | 0.05% | $218,611 | 2.1K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.05% | $132,414 | 1.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.05% | $168M | 1.64M | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.05% | $377,200 | 3.7K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.05% | $1M | 10.4K | Q1 2026OLDER |
| GERMAN AMERICAN BANCORP, INC.$1.2B AUM | 0.05% | $592,232 | 5.8K | Q1 2026OLDER |
| McGowan Group Asset Management, Inc.$785M AUM | 0.05% | $399,516 | 3.9K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.05% | $180,757 | 1.8K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.05% | $497,140 | 4.9K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.05% | $401,249 | 3.9K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.05% | $467,993 | 4.6K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.05% | $13M | 130.2K | Q2 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.05% | $433,661 | 3.9K | Q2 2026 |
| Wealthstream Advisors, Inc.$661M AUM | 0.05% | $317,147 | 3.2K | Q3 2025OLDER |
| &PARTNERS$20.2B AUM | 0.05% | $10M | 94.5K | Q1 2026OLDER |
| Francis Financial, Inc.$539M AUM | 0.05% | $257,568 | 2.5K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.05% | $43M | 418.7K | Q1 2026OLDER |
| Manhattan West Asset Management, LLC$511M AUM | 0.05% | $242,968 | 2.4K | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 0.05% | $314,894 | 3.1K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.05% | $4M | 38.1K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 0.05% | $521,505 | 5.1K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.05% | $16M | 153.0K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.05% | $788,933 | 7.7K | Q1 2026OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 0.05% | $286,300 | 2.8K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.05% | $406,546 | 4.0K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.05% | $699,083 | 6.8K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.04% | $3M | 26.8K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.04% | $126,587 | 1.2K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 0.04% | $215,814 | 2.1K | Q4 2025OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.04% | $452,150 | 4.4K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.04% | $2M | 22.6K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.04% | $447,996 | 4.4K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.04% | $1M | 12.4K | Q4 2025OLDER |
| Key FInancial Inc$562M AUM | 0.04% | $229,449 | 2.2K | Q1 2026OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 0.04% | $213,720 | 2.1K | Q4 2025OLDER |
| Gibson Capital, LLC$537M AUM | 0.04% | $215,339 | 2.1K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.04% | $464,184 | 4.5K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.04% | $1M | 11.4K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.04% | $22M | 216.6K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.04% | $500,703 | 4.9K | Q4 2025OLDER |
| Intrua Financial, LLC$969M AUM | 0.04% | $376,421 | 3.7K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.04% | $348,638 | 3.2K | Q2 2026 |
| Indivisible Partners$1.1B AUM | 0.04% | $433,848 | 4.2K | Q1 2026OLDER |
| ELEMENT POINTE ADVISORS, LLC$530M AUM | 0.04% | $202,762 | 2.0K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.04% | $550,616 | 5.4K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.04% | $665,069 | 6.5K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.04% | $3M | 26.6K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.04% | $374,521 | 3.7K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.04% | $400,732 | 3.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $2M | 23.3K | Q1 2026OLDER |
| Quattro Advisors LLC$115M AUM | 0.04% | $45,718 | 446 | Q4 2025OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 0.04% | $251,024 | 2.5K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.04% | $363,160 | 3.3K | Q2 2026 |
| Stephens Consulting, LLC$309M AUM | 0.04% | $110,949 | 1.1K | Q4 2025OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.04% | $525,565 | 5.1K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.04% | $24M | 235.8K | Q3 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $2M | 16.9K | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.03% | $359,183 | 3.5K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.03% | $378,632 | 3.7K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.03% | $451,879 | 4.4K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.03% | $607,467 | 5.9K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.03% | $388,506 | 3.9K | Q3 2025OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.03% | $585,075 | 5.7K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.03% | $315,646 | 3.1K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.03% | $3M | 31.4K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.03% | $149,592 | 1.5K | Q1 2026OLDER |
| American Trust$1.1B AUM | 0.03% | $351,814 | 3.4K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.03% | $3M | 27.4K | Q1 2026OLDER |
| Legacy Financial Group LLC$795M AUM | 0.03% | $237,636 | 2.3K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.03% | $306,750 | 3.0K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $323,621 | 3.2K | Q1 2026OLDER |
| ABOUND FINANCIAL, LLC$229M AUM | 0.03% | $66,465 | 650 | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $369,766 | 3.4K | Q1 2026OLDER |
| Financial Solutions Advisory Group, Inc.$723M AUM | 0.03% | $207,056 | 2.0K | Q2 2026 |
| KWB Wealth$1.0B AUM | 0.03% | $288,852 | 2.8K | Q1 2026OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.03% | $363,499 | 3.6K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 0.03% | $70,496 | 640 | Q2 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.03% | $765,039 | 7.5K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.03% | $534,560 | 5.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $3M | 28.6K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.03% | $707,609 | 6.9K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.03% | $695,709 | 6.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.03% | $154M | 1.51M | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.03% | $40,900 | 400 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.