ISHARES TR
CUSIP 464287689
Ishares Tr has 860 institutional holders in Filings Flow’s 13F database, together reporting 28.36M shares worth $9.7B as of Q1 2026. The largest reported holders are Scs Capital Management LLC, Blackrock, Inc., and Goldman Sachs Group Inc.
Institutional Holders
860
Q1 2026
Reported Value
$9.7B
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 |
|---|---|---|---|---|
| TLWM$615M AUM | 20.30% | $125M | 292.8K | Q2 2026 |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 18.07% | $196M | 507.5K | Q1 2026OLDER |
| Wind River Trust Co$265M AUM | 17.34% | $46M | 124.0K | Q1 2026OLDER |
| Bricktown Capital, LLC$508M AUM | 16.24% | $82M | 222.5K | Q1 2026OLDER |
| KDK Private Wealth Management, LLC$109M AUM | 15.18% | $17M | 44.8K | Q1 2026OLDER |
| PENNINGTON PARTNERS & CO., LLC$292M AUM | 14.23% | $42M | 112.1K | Q1 2026OLDER |
| STRATEGIC INVESTMENT MANAGEMENT, LLC$239M AUM | 13.44% | $32M | 86.8K | Q1 2026OLDER |
| EPIQ PARTNERS, LLC$236M AUM | 12.98% | $31M | 71.8K | Q2 2026 |
| Finley Financial, LLC$248M AUM | 11.91% | $30M | 69.4K | Q2 2026 |
| FFT WEALTH MANAGEMENT LLC$552M AUM | 9.25% | $51M | 137.9K | Q1 2026OLDER |
| Compass Financial Group, Inc.$222M AUM | 8.47% | $19M | 50.7K | Q1 2026OLDER |
| American Family Investments, Inc.$3.8B AUM | 8.22% | $313M | 843.7K | Q1 2026OLDER |
| Post Resch Tallon Group Inc.$145M AUM | 8.19% | $12M | 27.8K | Q2 2026 |
| Strategic Equity Management$266M AUM | 7.83% | $21M | 56.2K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 7.33% | $692M | 1.87M | Q1 2026OLDER |
| MONEYWISE, INC.$229M AUM | 6.52% | $15M | 40.3K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 6.06% | $29M | 77.9K | Q1 2026OLDER |
| Mueller Wealth, LLC$125M AUM | 5.98% | $8M | 20.2K | Q1 2026OLDER |
| HANOVER ADVISORS INC$246M AUM | 5.75% | $14M | 38.2K | Q1 2026OLDER |
| Great Diamond Partners, LLC$520M AUM | 5.15% | $27M | 72.1K | Q1 2026OLDER |
| WHI TRUST Co LLC$133M AUM | 4.77% | $6M | 17.1K | Q1 2026OLDER |
| William Howard & Co Financial Advisors Inc$129M AUM | 4.57% | $6M | 13.8K | Q2 2026 |
| Humankind Investments LLC$175M AUM | 4.26% | $10M | 24.6K | Q4 2025OLDER |
| Sheridan Capital Management, LLC$190M AUM | 4.07% | $8M | 20.9K | Q1 2026OLDER |
| jvl associates llc$352M AUM | 3.52% | $12M | 29.1K | Q2 2026 |
| Portfolio Strategies, Inc.$811M AUM | 3.21% | $26M | 70.3K | Q1 2026OLDER |
| Ipswich Investment Management Co., Inc.$426M AUM | 3.21% | $14M | 36.8K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 3.12% | $29M | 79.4K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 3.09% | $20M | 53.9K | Q3 2025OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 3.03% | $7M | 18.6K | Q1 2026OLDER |
| Tanglewood Wealth Management, Inc.$1.2B AUM | 2.87% | $35M | 93.3K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 2.85% | $53M | 143.7K | Q1 2026OLDER |
| LCNB CORP$297M AUM | 2.80% | $8M | 22.5K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 2.62% | $9M | 25.2K | Q1 2026OLDER |
| Arcus Capital Partners, LLC$278M AUM | 2.60% | $7M | 19.5K | Q1 2026OLDER |
| O'Brien Wealth Partners LLC$756M AUM | 2.58% | $19M | 50.4K | Q4 2025OLDER |
| GM Advisory Group, LLC$2.6B AUM | 2.47% | $64M | 173.1K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 2.35% | $9M | 22.3K | Q4 2025OLDER |
| Cedar Wealth Management, LLC$344M AUM | 2.28% | $8M | 21.2K | Q1 2026OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 2.23% | $4M | 10.2K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 2.18% | $6M | 17.4K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 2.11% | $7M | 17.7K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 2.08% | $7M | 18.5K | Q1 2026OLDER |
| Financial Council, LLC$259M AUM | 2.07% | $5M | 14.5K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 1.96% | $57M | 153.9K | Q1 2026OLDER |
| Renasant Bank$141M AUM | 1.92% | $3M | 7.3K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 1.87% | $16M | 42.8K | Q1 2026OLDER |
| Avant Financial Advisors LLC$161M AUM | 1.80% | $3M | 6.8K | Q2 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM | 1.74% | $4M | 11.3K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 1.72% | $21M | 56.4K | Q1 2026OLDER |
| Chokshi & Queen Wealth Advisors, Inc$187M AUM | 1.58% | $3M | 8.0K | Q1 2026OLDER |
| Triune Financial Partners, LLC$421M AUM | 1.53% | $6M | 17.4K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 1.47% | $63M | 170.5K | Q1 2026OLDER |
| Family Office Research LLC$230M AUM | 1.45% | $3M | 9.0K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 1.43% | $3M | 8.0K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 1.36% | $4M | 9.3K | Q3 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 1.36% | $26M | 71.2K | Q1 2026OLDER |
| Legacy Trust$522M AUM | 1.34% | $7M | 18.8K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 1.34% | $2M | 5.5K | Q1 2026OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 1.31% | $6M | 15.1K | Q1 2026OLDER |
| Aquire Wealth Advisors, LLC$381M AUM | 1.31% | $5M | 13.4K | Q1 2026OLDER |
| WEST PACES ADVISORS INC.$516M AUM | 1.28% | $7M | 17.9K | Q1 2026OLDER |
| MPS Loria Financial Planners, LLC$379M AUM | 1.26% | $5M | 12.9K | Q1 2026OLDER |
| Tanager Wealth Management LLP$1.0B AUM | 1.26% | $13M | 35.1K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 1.25% | $6M | 15.3K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 1.21% | $20M | 53.7K | Q1 2026OLDER |
| Lakeshore Financial Planning, Inc.$276M AUM | 1.20% | $3M | 8.9K | Q1 2026OLDER |
| Fiduciary Wealth Partners, LLC$153M AUM | 1.19% | $2M | 4.9K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 1.17% | $4M | 10.3K | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 1.16% | $30M | 80.1K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 1.15% | $3M | 8.8K | Q1 2026OLDER |
| Moss Adams Wealth Advisors LLC$1.4B AUM | 1.14% | $16M | 41.9K | Q1 2026OLDER |
| Stairway Partners, LLC$2.1B AUM | 1.14% | $24M | 56.5K | Q2 2026 |
| Signature Resources Capital Management, LLC$211M AUM | 1.12% | $2M | 6.4K | Q1 2026OLDER |
| Yardley Wealth Management LLC$195M AUM | 1.09% | $2M | 5.7K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 1.09% | $45M | 120.7K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 1.06% | $5M | 12.9K | Q2 2026 |
| DAVIS R M INC$5.6B AUM | 1.05% | $59M | 159.7K | Q1 2026OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 1.05% | $12M | 31.2K | Q1 2026OLDER |
| Meridian Financial Partners LLC$263M AUM | 1.04% | $3M | 7.3K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 1.01% | $1M | 3.6K | Q3 2025OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.99% | $48M | 130.7K | Q1 2026OLDER |
| St. Louis Trust Co$856M AUM | 0.94% | $8M | 21.8K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.94% | $39M | 106.6K | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 0.89% | $22M | 59.2K | Q1 2026OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 0.87% | $2M | 6.4K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.85% | $11M | 28.7K | Q1 2026OLDER |
| Atala Financial Inc$149M AUM | 0.85% | $1M | 3.4K | Q1 2026OLDER |
| Safe Harbor Family Capital, LLC$128M AUM | 0.85% | $1M | 2.9K | Q1 2026OLDER |
| NESTEGG ADVISORS, INC.$114M AUM | 0.81% | $925,593 | 2.5K | Q1 2026OLDER |
| KilterHowling LLC$198M AUM | 0.81% | $2M | 4.3K | Q1 2026OLDER |
| Nvest Financial, LLC$268M AUM | 0.79% | $2M | 5.7K | Q1 2026OLDER |
| Gilbert & Cook, Inc.$774M AUM | 0.79% | $6M | 16.5K | Q1 2026OLDER |
| Single Point Partners, LLC$503M AUM | 0.79% | $4M | 10.7K | Q1 2026OLDER |
| MOTIVE WEALTH ADVISORS$213M AUM | 0.78% | $2M | 4.5K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.76% | $61M | 164.2K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.75% | $31M | 82.3K | Q3 2025OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.74% | $3M | 8.1K | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 0.74% | $5M | 12.2K | Q1 2026OLDER |
| Intelligence Driven Advisers, LLC$574M AUM | 0.73% | $4M | 11.2K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.72% | $52M | 139.0K | Q1 2026OLDER |
| Carter Financial Group, INC.$162M AUM | 0.71% | $1M | 3.1K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.67% | $12M | 32.4K | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 0.65% | $16M | 43.8K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.64% | $15M | 41.2K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 0.63% | $5M | 14.6K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 0.62% | $691,689 | 1.9K | Q1 2026OLDER |
| AGH Wealth Advisors, LLC$136M AUM | 0.61% | $828,840 | 2.2K | Q1 2026OLDER |
| BCS Private Wealth Management, Inc.$329M AUM | 0.59% | $2M | 5.2K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.57% | $26M | 70.9K | Q1 2026OLDER |
| NORRIS PERNE & FRENCH LLP/MI$1.5B AUM | 0.57% | $8M | 22.9K | Q1 2026OLDER |
| SENTINEL WEALTH MANAGEMENT, INC.$125M AUM | 0.57% | $706,517 | 1.9K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.56% | $9M | 24.1K | Q1 2026OLDER |
| Gross & Hartman Investments LLC$192M AUM | 0.56% | $1M | 2.9K | Q1 2026OLDER |
| Sterling Financial Group, Inc.$316M AUM | 0.56% | $2M | 4.7K | Q3 2025OLDER |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM | 0.55% | $819,203 | 2.2K | Q1 2026OLDER |
| Timonier Family Office, LTD.$315M AUM | 0.55% | $2M | 4.5K | Q4 2025OLDER |
| REBALANCE, LLC$1.7B AUM | 0.53% | $9M | 24.7K | Q1 2026OLDER |
| Greenline Partners, LLC$930M AUM | 0.53% | $5M | 13.2K | Q1 2026OLDER |
| American State Bank (Iowa)$247M AUM | 0.52% | $1M | 3.0K | Q2 2026 |
| Baring Financial LLC$182M AUM | 0.52% | $940,018 | 2.2K | Q2 2026 |
| Castle Rock Wealth Management, LLC$509M AUM | 0.52% | $3M | 6.2K | Q2 2026 |
| Bravera Wealth$222M AUM | 0.51% | $1M | 3.1K | Q1 2026OLDER |
| Winthrop Advisory Group LLC$1.2B AUM | 0.51% | $6M | 16.8K | Q1 2026OLDER |
| ASL Financial, LLC$125M AUM | 0.51% | $635,716 | 1.7K | Q1 2026OLDER |
| Tolleson Wealth Management, Inc.$693M AUM | 0.51% | $4M | 9.1K | Q4 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.49% | $2M | 5.9K | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 0.49% | $3M | 6.9K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.49% | $1M | 3.5K | Q3 2025OLDER |
| Fund Evaluation Group, LLC$3.3B AUM | 0.48% | $16M | 42.5K | Q1 2026OLDER |
| Truepoint, Inc.$4.5B AUM | 0.48% | $22M | 58.1K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.48% | $4M | 11.3K | Q1 2026OLDER |
| Martin Capital Advisors, LLP$158M AUM | 0.48% | $756,187 | 2.0K | Q1 2026OLDER |
| Beaumont Asset Management, L.L.C.$222M AUM | 0.47% | $1M | 2.8K | Q1 2026OLDER |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 0.46% | $588,269 | 1.6K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 0.44% | $1M | 3.2K | Q1 2026OLDER |
| Climber Capital SA$153M AUM | 0.44% | $666,911 | 1.8K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.43% | $840,962 | 2.3K | Q1 2026OLDER |
| FIRST HAWAIIAN BANK$715M AUM | 0.43% | $3M | 8.3K | Q1 2026OLDER |
| Dempze Nancy E$182M AUM | 0.43% | $779,169 | 2.1K | Q1 2026OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.43% | $5M | 14.7K | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 0.42% | $1M | 3.3K | Q3 2025OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.42% | $2M | 5.8K | Q3 2025OLDER |
| REICON WEALTH ADVISORS, LLC$132M AUM | 0.42% | $554,167 | 1.5K | Q1 2026OLDER |
| Sensible Money, LLC$329M AUM | 0.42% | $1M | 3.7K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.42% | $6M | 16.7K | Q1 2026OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.42% | $11M | 29.9K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.41% | $56M | 149.8K | Q1 2026OLDER |
| VERITY Wealth Advisors$150M AUM | 0.41% | $611,993 | 1.7K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.41% | $1M | 3.5K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.40% | $3M | 6.7K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.39% | $1M | 3.0K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.39% | $1M | 3.9K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 0.39% | $2M | 5.5K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.39% | $2M | 5.1K | Q3 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.38% | $2M | 4.3K | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.37% | $3M | 8.4K | Q3 2025OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.37% | $3M | 9.4K | Q1 2026OLDER |
| Jordan Park Group LLC$1.9B AUM | 0.37% | $7M | 18.5K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.36% | $4M | 10.2K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.36% | $3M | 9.0K | Q1 2026OLDER |
| PLANNING ALTERNATIVES LTD /ADV$775M AUM | 0.36% | $3M | 7.6K | Q1 2026OLDER |
| Bayshore Capital Advisors, LLC$237M AUM | 0.36% | $852,935 | 2.3K | Q1 2026OLDER |
| ETF Portfolio Partners, Inc.$381M AUM | 0.36% | $1M | 3.7K | Q1 2026OLDER |
| MANCHESTER FINANCIAL INC$521M AUM | 0.36% | $2M | 5.0K | Q1 2026OLDER |
| Red Spruce Capital, LLC$287M AUM | 0.35% | $1M | 2.4K | Q2 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.35% | $38M | 103.7K | Q1 2026OLDER |
| Mullaney, Keating & Wright, Inc.$184M AUM | 0.35% | $644,585 | 1.7K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.35% | $18M | 49.7K | Q1 2026OLDER |
| Ackerman Asset Management, LLC$143M AUM | 0.35% | $500,418 | 1.4K | Q1 2026OLDER |
| NEPC LLC$5.0B AUM | 0.34% | $17M | 46.0K | Q1 2026OLDER |
| Madrid Wealth Management, LLC$133M AUM | 0.34% | $446,669 | 1.2K | Q1 2026OLDER |
| WJ Financial Advisors LLC$124M AUM | 0.34% | $416,644 | 1.1K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 0.34% | $861,462 | 2.3K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.33% | $107M | 288.6K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.33% | $3M | 7.0K | Q1 2026OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 0.32% | $766,306 | 2.1K | Q1 2026OLDER |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 0.32% | $612,734 | 1.7K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.32% | $15M | 40.0K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.31% | $102M | 275.0K | Q1 2026OLDER |
| AUGUSTINE ASSET MANAGEMENT INC$444M AUM | 0.31% | $1M | 3.7K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.31% | $3M | 7.7K | Q2 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.31% | $7M | 19.7K | Q3 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.30% | $65M | 174.8K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.30% | $5M | 10.7K | Q2 2026 |
| Lutz Financial Services LLC$1.5B AUM | 0.30% | $4M | 11.9K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.29% | $14M | 38.0K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.29% | $561,580 | 1.5K | Q1 2026OLDER |
| Greenhouse Wealth Management, LLC$162M AUM | 0.29% | $467,057 | 1.3K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 0.29% | $1M | 3.7K | Q1 2026OLDER |
| waypoint wealth counsel$193M AUM | 0.29% | $554,225 | 1.5K | Q1 2026OLDER |
| William Mack & Associates, Inc.$175M AUM | 0.28% | $496,027 | 1.3K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.28% | $20M | 54.2K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.28% | $52M | 141.4K | Q1 2026OLDER |
| WLTH Capital Management, LLC$156M AUM | 0.28% | $431,943 | 1.0K | Q2 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.28% | $6M | 15.5K | Q1 2026OLDER |
| Curry Webb Wealth Management LLC$202M AUM | 0.28% | $555,130 | 1.4K | Q2 2026 |
| Wealth Management Partners, LLC$350M AUM | 0.27% | $958,949 | 2.6K | Q1 2026OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 0.27% | $406,265 | 1.1K | Q1 2026OLDER |
| Cohen Capital Management, Inc.$735M AUM | 0.27% | $2M | 4.6K | Q2 2026 |
| Cambridge Financial Group, LLC$295M AUM | 0.27% | $787,695 | 2.1K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.27% | $16M | 42.5K | Q1 2026OLDER |
| Paulson Wealth Management Inc.$427M AUM | 0.26% | $1M | 2.9K | Q4 2025OLDER |
| COMMERCE BANK$20.7B AUM | 0.26% | $54M | 145.4K | Q1 2026OLDER |
| Broussard Financial Group LLC$125M AUM | 0.26% | $323,604 | 873 | Q1 2026OLDER |
| Shepherd Street Advisors LLC$101M AUM | 0.26% | $262,441 | 708 | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.26% | $4M | 11.5K | Q3 2025OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.26% | $978,596 | 2.6K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 0.26% | $556,020 | 1.5K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.26% | $2M | 5.5K | Q1 2026OLDER |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 0.25% | $985,846 | 2.7K | Q1 2026OLDER |
| CFG Wealth Management Services, Inc.$110M AUM | 0.25% | $278,751 | 813 | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 0.25% | $327,491 | 883 | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.25% | $4M | 10.3K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.25% | $543,043 | 1.5K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.25% | $1M | 3.0K | Q1 2026OLDER |
| Bernardo Wealth Planning LLC$511M AUM | 0.25% | $1M | 3.4K | Q1 2026OLDER |
| High Probability Advisors, LLC$781M AUM | 0.25% | $2M | 5.2K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.24% | $2M | 6.7K | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 0.24% | $2M | 6.1K | Q1 2026OLDER |
| Tepp RIA, LLC$128M AUM | 0.24% | $303,829 | 820 | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 0.24% | $561,580 | 1.5K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.23% | $5M | 12.7K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 0.23% | $3M | 9.4K | Q1 2026OLDER |
| Benchmark Financial, LLC$111M AUM | 0.23% | $251,901 | 680 | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 0.22% | $347,867 | 918 | Q3 2025OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.22% | $7M | 18.7K | Q4 2025OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.22% | $2M | 5.5K | Q1 2026OLDER |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 0.22% | $6M | 14.9K | Q1 2026OLDER |
| SilverOak Wealth Management LLC$632M AUM | 0.21% | $1M | 3.7K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 0.21% | $1M | 3.9K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.21% | $845,150 | 2.3K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.21% | $7M | 19.9K | Q1 2026OLDER |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 0.21% | $1M | 2.9K | Q3 2025OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.21% | $2M | 4.2K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.21% | $7M | 18.4K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.21% | $72M | 194.2K | Q1 2026OLDER |
| WEALTH EFFECTS LLC$282M AUM | 0.21% | $581,597 | 1.6K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.21% | $5M | 12.1K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.21% | $5M | 13.6K | Q2 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.20% | $47M | 127.4K | Q1 2026OLDER |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 0.20% | $256,140 | 691 | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.20% | $57M | 153.9K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.20% | $628,303 | 1.7K | Q1 2026OLDER |
| Stone Wealth Partners$111M AUM | 0.20% | $220,925 | 596 | Q1 2026OLDER |
| Lauterbach Financial Advisors, LLC$205M AUM | 0.20% | $403,636 | 1.1K | Q1 2026OLDER |
| Coyle Financial Counsel LLC$473M AUM | 0.19% | $911,873 | 2.5K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.19% | $30M | 80.3K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.19% | $5M | 14.0K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.19% | $2M | 5.1K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.19% | $8M | 21.4K | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 0.19% | $496,437 | 1.3K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.18% | $993,502 | 2.7K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.18% | $3M | 8.1K | Q1 2026OLDER |
| Wealth Architects, LLC$1.1B AUM | 0.18% | $2M | 5.4K | Q1 2026OLDER |
| Fluent Financial, LLC$280M AUM | 0.18% | $494,624 | 1.2K | Q2 2026 |
| CIM INVESTMENT MANAGEMENT INC$375M AUM | 0.18% | $660,922 | 1.8K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.18% | $636,087 | 1.7K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.17% | $22M | 58.2K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.17% | $202,391 | 546 | Q1 2026OLDER |
| Alternative Investment Advisors, LLC.$229M AUM | 0.17% | $397,467 | 1.1K | Q1 2026OLDER |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 0.17% | $904,134 | 2.4K | Q1 2026OLDER |
| Ironwood Wealth Management, LLC.$349M AUM | 0.17% | $600,502 | 1.6K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 0.17% | $275,537 | 743 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.17% | $2M | 4.3K | Q1 2026OLDER |
| Abacus Planning Group, Inc.$743M AUM | 0.17% | $1M | 3.4K | Q1 2026OLDER |
| Heritage Financial Services, LLC$1.2B AUM | 0.17% | $2M | 5.2K | Q4 2025OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.17% | $798,250 | 2.2K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.17% | $828,840 | 2.2K | Q1 2026OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 0.17% | $1M | 3.9K | Q4 2025OLDER |
| AHL INVESTMENT MANAGEMENT, INC.$146M AUM | 0.16% | $239,869 | 633 | Q3 2025OLDER |
| Allen Investment Management, LLC$8.1B AUM | 0.16% | $13M | 35.1K | Q1 2026OLDER |
| SwitchPoint Financial Planning, LLC$147M AUM | 0.16% | $235,011 | 634 | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.16% | $6M | 17.0K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.16% | $1M | 3.7K | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 0.15% | $2M | 4.8K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.15% | $11M | 29.9K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.15% | $7M | 16.9K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.15% | $102M | 275.7K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.15% | $1M | 3.4K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.15% | $2M | 4.2K | Q2 2026 |
| May Hill Capital, LLC$371M AUM | 0.15% | $551,886 | 1.4K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.15% | $134M | 360.4K | Q1 2026OLDER |
| Mason & Associates Inc$516M AUM | 0.15% | $756,510 | 2.1K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.15% | $946,490 | 2.6K | Q1 2026OLDER |
| Campion Asset Management$147M AUM | 0.14% | $206,971 | 535 | Q4 2025OLDER |
| Tribridge Partners Financial LLC$242M AUM | 0.14% | $343,130 | 918 | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.14% | $2M | 6.3K | Q1 2026OLDER |
| Auour Investments LLC$318M AUM | 0.14% | $447,781 | 1.2K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.14% | $3M | 8.2K | Q4 2025OLDER |
| Sargent Investment Group, LLC$759M AUM | 0.14% | $1M | 2.9K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.14% | $230,563 | 622 | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.14% | $365,861 | 987 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.14% | $12M | 32.6K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.14% | $2M | 4.2K | Q1 2026OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.14% | $497,179 | 1.3K | Q1 2026OLDER |
| VISTA CAPITAL PARTNERS, INC.$994M AUM | 0.14% | $1M | 3.7K | Q1 2026OLDER |
| Ashford Advisors, LLC$429M AUM | 0.14% | $586,786 | 1.6K | Q1 2026OLDER |
| Winthrop Partners - WNY, LLC$188M AUM | 0.14% | $253,916 | 685 | Q1 2026OLDER |
| Granite FO LLC$169M AUM | 0.13% | $226,856 | 612 | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.13% | $1M | 3.5K | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.13% | $206,885 | 558 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.13% | $33M | 86.3K | Q4 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.13% | $28M | 74.3K | Q1 2026OLDER |
| Summit Place Financial Advisors, LLC$208M AUM | 0.13% | $276,157 | 745 | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.13% | $1M | 3.3K | Q2 2026 |
| Wealth Management Associates, Inc.$290M AUM | 0.13% | $370,680 | 1.0K | Q1 2026OLDER |
| Burt Wealth Advisors$407M AUM | 0.13% | $516,874 | 1.4K | Q3 2025OLDER |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 0.13% | $956,382 | 2.6K | Q1 2026OLDER |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.13% | $2M | 6.3K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.13% | $2M | 6.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.13% | $118M | 318.2K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.12% | $2M | 6.2K | Q1 2026OLDER |
| Mason & Associates, LLC$437M AUM | 0.12% | $541,934 | 1.5K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.12% | $431,291 | 4.2K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.12% | $837,224 | 3.7K | Q2 2026 |
| Apella Capital, LLC$7.1B AUM | 0.12% | $9M | 20.4K | Q2 2026 |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.12% | $1M | 3.4K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.12% | $4M | 9.5K | Q1 2026OLDER |
| BostonPremier Wealth LLC$194M AUM | 0.12% | $236,337 | 638 | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.12% | $2M | 5.7K | Q1 2026OLDER |
| Stonebrook Private Inc.$470M AUM | 0.12% | $576,407 | 1.5K | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.12% | $15M | 41.4K | Q1 2026OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 0.12% | $4M | 9.6K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.12% | $6M | 15.7K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.12% | $83M | 226.1K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.12% | $4M | 11.9K | Q1 2026OLDER |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM | 0.12% | $2M | 5.5K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.12% | $1M | 2.9K | Q1 2026OLDER |
| Circle Wealth Management, LLC$7.0B AUM | 0.12% | $8M | 22.2K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$518M AUM | 0.12% | $604,208 | 1.6K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.12% | $1M | 3.6K | Q1 2026OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.12% | $614,958 | 1.7K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.12% | $270,226 | 729 | Q1 2026OLDER |
| Blue Edge Capital, LLC$753M AUM | 0.12% | $868,874 | 2.3K | Q2 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.11% | $2M | 4.4K | Q1 2026OLDER |
| McLean Asset Management Corp$572M AUM | 0.11% | $649,487 | 1.8K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.11% | $2M | 4.8K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.11% | $648,292 | 1.7K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 0.11% | $487,074 | 1.3K | Q1 2026OLDER |
| Veracity Capital LLC$280M AUM | 0.11% | $311,293 | 840 | Q1 2026OLDER |
| Armbruster Capital Management, Inc.$610M AUM | 0.11% | $678,344 | 1.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.11% | $8M | 22.5K | Q1 2026OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 0.11% | $373,237 | 1.0K | Q1 2026OLDER |
| Kearns & Associates LLC$186M AUM | 0.11% | $203,503 | 549 | Q1 2026OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.11% | $260,173 | 658 | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.11% | $408,118 | 1.1K | Q1 2026OLDER |
| WASHINGTON TRUST Co$3.0B AUM | 0.11% | $3M | 8.6K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.11% | $3M | 7.0K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.11% | $2M | 6.2K | Q1 2026OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 0.11% | $290,103 | 783 | Q1 2026OLDER |
| Harbor Advisors LLC$692M AUM | 0.11% | $741,360 | 2.0K | Q1 2026OLDER |
| Jackson Wealth Management, LLC$972M AUM | 0.11% | $1M | 2.8K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.11% | $2M | 4.8K | Q1 2026OLDER |
| Bawa N Mallick Trust$244M AUM | 0.11% | $259,476 | 700 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.11% | $61M | 163.6K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.11% | $715,783 | 1.9K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.11% | $604,950 | 1.6K | Q1 2026OLDER |
| 12th Street Asset Management Company, LLC$611M AUM | 0.10% | $641,276 | 1.7K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.10% | $59M | 159.7K | Q1 2026OLDER |
| Garde Capital, Inc.$1.7B AUM | 0.10% | $2M | 4.6K | Q1 2026OLDER |
| Shakespeare Wealth Management, LLC$422M AUM | 0.10% | $429,207 | 1.2K | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 0.10% | $200,167 | 540 | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 0.10% | $243,907 | 658 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.10% | $54M | 146.6K | Q1 2026OLDER |
| CM WEALTH ADVISORS LLC$470M AUM | 0.10% | $464,091 | 1.3K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.10% | $6M | 15.0K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.10% | $172,366 | 465 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.10% | $59M | 160.4K | Q1 2026OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.10% | $1M | 3.5K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.10% | $395,886 | 1.1K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.10% | $8M | 22.5K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.10% | $16M | 41.9K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.10% | $8M | 21.8K | Q1 2026OLDER |
| Friedenthal Financial$199M AUM | 0.09% | $188,306 | 508 | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.09% | $1M | 2.9K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.09% | $4M | 9.6K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.09% | $23M | 62.4K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$873M AUM | 0.09% | $772,868 | 2.1K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.09% | $1M | 3.0K | Q1 2026OLDER |
| Aletheian Wealth Advisors LLC$234M AUM | 0.09% | $206,378 | 484 | Q2 2026 |
| TritonPoint Partners, LLC$272M AUM | 0.09% | $238,347 | 643 | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.09% | $798,445 | 2.2K | Q1 2026OLDER |
| Core Wealth Management, Inc.$326M AUM | 0.09% | $284,901 | 769 | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.09% | $703,752 | 1.6K | Q2 2026 |
| Canopy Partners, LLC$291M AUM | 0.09% | $252,804 | 682 | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.09% | $568,329 | 1.6K | Q1 2026OLDER |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 0.09% | $5M | 14.6K | Q2 2026 |
| Third View Private Wealth, LLC$730M AUM | 0.09% | $626,449 | 1.7K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.08% | $3M | 6.8K | Q1 2026OLDER |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 0.08% | $1M | 3.4K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.08% | $2M | 6.3K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.08% | $488,186 | 1.3K | Q1 2026OLDER |
| SB Capital Management Inc$273M AUM | 0.08% | $223,780 | 578 | Q4 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.08% | $6M | 15.4K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.08% | $552,335 | 1.5K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.08% | $641,648 | 1.7K | Q1 2026OLDER |
| Pathway Financial Advisors LLC$857M AUM | 0.08% | $680,416 | 1.6K | Q2 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.08% | $1M | 3.1K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.08% | $3M | 7.7K | Q1 2026OLDER |
| Vigilare Wealth Management$326M AUM | 0.08% | $234,818 | 607 | Q4 2025OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 0.08% | $2M | 4.9K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.08% | $1M | 3.3K | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.08% | $289,502 | 781 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.08% | $863,369 | 2.3K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.08% | $349,955 | 944 | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.08% | $5M | 13.2K | Q1 2026OLDER |
| Navigation Group, LLC$427M AUM | 0.08% | $324,716 | 876 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.07% | $1M | 2.9K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.07% | $1M | 3.3K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.07% | $2M | 4.5K | Q2 2026 |
| JMG Financial Group, Ltd.$3.6B AUM | 0.07% | $3M | 7.2K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.07% | $1M | 2.7K | Q1 2026OLDER |
| Fiduciary Planning LLC$331M AUM | 0.07% | $241,872 | 653 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.07% | $631M | 1.70M | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.07% | $1M | 3.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.07% | $124M | 335.8K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.07% | $995,365 | 2.6K | Q4 2025OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.07% | $1M | 3.1K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.07% | $16M | 41.9K | Q3 2025OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.07% | $1M | 3.4K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.07% | $1M | 2.4K | Q2 2026 |
| CAMDEN NATIONAL BANK$739M AUM | 0.07% | $515,245 | 1.4K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.07% | $580,915 | 1.5K | Q3 2025OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.07% | $2M | 5.4K | Q1 2026OLDER |
| KFA Private Wealth Group, LLC$417M AUM | 0.07% | $284,312 | 767 | Q1 2026OLDER |
| KLCM Advisors, Inc.$1.2B AUM | 0.07% | $802,522 | 2.2K | Q1 2026OLDER |
| J. Derek Lewis & Associates Inc.$445M AUM | 0.07% | $298,026 | 804 | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.07% | $2M | 4.4K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.07% | $114,169 | 308 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.07% | $46M | 124.6K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.07% | $2M | 5.6K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.06% | $195,348 | 527 | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.06% | $13M | 34.4K | Q3 2025OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.06% | $239,089 | 645 | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.06% | $2M | 5.1K | Q3 2025OLDER |
| Pacific Center for Financial Services$394M AUM | 0.06% | $245,887 | 663 | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.06% | $207,951 | 561 | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.06% | $979,707 | 2.6K | Q1 2026OLDER |
| RIA Advisory Group LLC$421M AUM | 0.06% | $258,073 | 696 | Q1 2026OLDER |
| Frisch Financial Group, Inc.$478M AUM | 0.06% | $290,242 | 783 | Q1 2026OLDER |
| RKL Wealth Management LLC$1.1B AUM | 0.06% | $674,145 | 1.8K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.06% | $290,242 | 783 | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.06% | $223,149 | 602 | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.06% | $1M | 3.2K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.06% | $137,152 | 370 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.06% | $55M | 149.2K | Q1 2026OLDER |
| Lanham O'Dell & Company, Inc.$347M AUM | 0.06% | $203,096 | 525 | Q4 2025OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.06% | $259,476 | 700 | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 0.06% | $353,279 | 953 | Q1 2026OLDER |
| EdgeRock Capital LLC$370M AUM | 0.06% | $208,417 | 550 | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.06% | $15M | 41.2K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.06% | $3M | 7.6K | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 0.06% | $333,612 | 900 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.06% | $41M | 110.2K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.06% | $648,623 | 1.5K | Q2 2026 |
| James J. Burns & Company, LLC$737M AUM | 0.06% | $407,748 | 1.1K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.06% | $1M | 2.7K | Q1 2026OLDER |
| Francis Financial, Inc.$539M AUM | 0.06% | $297,657 | 803 | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.05% | $1M | 4.0K | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.05% | $3M | 7.4K | Q1 2026OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 0.05% | $205,385 | 542 | Q3 2025OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.05% | $180,521 | 487 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.05% | $37M | 99.0K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.05% | $370,680 | 1.0K | Q1 2026OLDER |
| Gould Capital, LLC$165M AUM | 0.05% | $88,222 | 238 | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.05% | $235,011 | 634 | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.05% | $5M | 12.3K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.05% | $1M | 3.2K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.05% | $132,629 | 350 | Q3 2025OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.05% | $614,217 | 1.7K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.05% | $372,533 | 1.0K | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.05% | $1M | 3.9K | Q1 2026OLDER |
| GSG Advisors LLC$385M AUM | 0.05% | $200,171 | 517 | Q4 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.05% | $317,302 | 856 | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.05% | $320,268 | 864 | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.05% | $146,419 | 395 | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 0.05% | $95,635 | 258 | Q2 2026 |
| Rezny Wealth Management, Inc.$464M AUM | 0.05% | $251,453 | 650 | Q4 2025OLDER |
| Napier Financial, LLC$436M AUM | 0.05% | $220,925 | 596 | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.05% | $943,759 | 2.5K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.05% | $832,918 | 2.2K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.05% | $10M | 27.4K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.05% | $370,680 | 1.0K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.05% | $341,395 | 921 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.05% | $28M | 75.4K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.05% | $868,433 | 2.3K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.05% | $475,230 | 1.1K | Q2 2026 |
| Auxano Advisors, LLC$501M AUM | 0.05% | $246,749 | 666 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.05% | $370M | 998.9K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.05% | $427,788 | 1.0K | Q2 2026 |
| Newton One Investments LLC$368M AUM | 0.05% | $175,426 | 473 | Q1 2026OLDER |
| Grant Street Asset Management, Inc.$519M AUM | 0.05% | $246,968 | 666 | Q1 2026OLDER |
| Peak Retirement Planning, Inc.$501M AUM | 0.05% | $202,725 | 524 | Q4 2025OLDER |
| Capstone Financial Advisors, Inc.$1.9B AUM | 0.05% | $873,974 | 2.4K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.05% | $389,417 | 1.0K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.05% | $77,101 | 208 | Q1 2026OLDER |
| Tower View Wealth Management LLC$195M AUM | 0.05% | $89,120 | 240 | Q1 2026OLDER |
| Meridian Wealth Partners, LLC$729M AUM | 0.05% | $330,436 | 891 | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.05% | $211,607 | 547 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.