ISHARES TR
CUSIP 464287705
Ishares Tr has 836 institutional holders in Filings Flow’s 13F database, together reporting 43.39M shares worth $5.6B as of Q1 2026. The largest reported holders are FMR LLC, Morgan Stanley, and Wells Fargo & Company/Mn.
Institutional Holders
836
Q1 2026
Reported Value
$5.6B
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 |
|---|---|---|---|---|
| Sterling Financial Planning, Inc.$337M AUM | 6.05% | $20M | 153.9K | Q1 2026OLDER |
| Foundation Wealth Management, LLC$148M AUM | 4.78% | $7M | 53.4K | Q1 2026OLDER |
| Causey Wealth LLC$205M AUM | 4.11% | $8M | 65.0K | Q1 2026OLDER |
| Broadview Financial Management, LLC$146M AUM | 4.02% | $6M | 44.4K | Q1 2026OLDER |
| Omega Financial Group, LLC$308M AUM | 3.93% | $12M | 91.2K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 3.36% | $11M | 81.7K | Q1 2026OLDER |
| InvesTrust$238M AUM | 3.32% | $8M | 59.6K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 3.09% | $7M | 50.1K | Q2 2026 |
| LTG Capital LLC$131M AUM | 2.85% | $4M | 28.1K | Q1 2026OLDER |
| Brightwater Advisory LLC$151M AUM | 2.83% | $4M | 32.3K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 2.75% | $11M | 82.8K | Q1 2026OLDER |
| Independence Financial Advisors, LLC$386M AUM | 2.54% | $10M | 66.3K | Q2 2026 |
| Astra Wealth Partners LLC$168M AUM | 2.49% | $4M | 31.5K | Q1 2026OLDER |
| Cooke Wealth Management, LLC$113M AUM | 2.48% | $3M | 21.2K | Q1 2026OLDER |
| Oldfather Financial Services, LLC$336M AUM | 2.48% | $8M | 63.2K | Q4 2025OLDER |
| OFS Enterprise LLC$392M AUM | 2.35% | $9M | 62.3K | Q2 2026 |
| Fortitude Financial, LLC$111M AUM | 2.35% | $3M | 44.9K | Q3 2025OLDER |
| Gallagher Capital Advisors, LLC$148M AUM | 2.27% | $4M | 28.9K | Q4 2025OLDER |
| Campion Asset Management$147M AUM | 2.25% | $3M | 25.0K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 2.24% | $2M | 16.3K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 2.02% | $6M | 41.7K | Q1 2026OLDER |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 1.96% | $38M | 286.7K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 1.96% | $11M | 85.1K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 1.92% | $12M | 89.5K | Q1 2026OLDER |
| Trail Ridge Investment Advisors, LLC$230M AUM | 1.86% | $4M | 32.4K | Q1 2026OLDER |
| Factorial Partners, LLC$138M AUM | 1.82% | $3M | 18.9K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 1.81% | $31M | 234.4K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 1.74% | $33M | 252.3K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 1.71% | $5M | 39.7K | Q1 2026OLDER |
| Wealth Care LLC$123M AUM | 1.71% | $2M | 14.3K | Q2 2026 |
| DDFG, Inc$464M AUM | 1.67% | $8M | 58.5K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 1.67% | $21M | 164.7K | Q3 2025OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 1.66% | $30M | 224.2K | Q1 2026OLDER |
| Hudson Capital Management LLC$387M AUM | 1.63% | $6M | 47.7K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 1.57% | $13M | 95.0K | Q1 2026OLDER |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 1.56% | $3M | 21.4K | Q1 2026OLDER |
| C2C Wealth Management, LLC$128M AUM | 1.52% | $2M | 13.1K | Q2 2026 |
| LMG Wealth Partners, LLC$549M AUM | 1.52% | $8M | 62.8K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 1.50% | $6M | 47.3K | Q1 2026OLDER |
| MFA WEALTH ADVISORS, LLC$508M AUM | 1.48% | $8M | 56.8K | Q1 2026OLDER |
| M1 Capital Management LLC$217M AUM | 1.42% | $3M | 25.8K | Q4 2025OLDER |
| ANB BANK$247M AUM | 1.40% | $3M | 26.0K | Q1 2026OLDER |
| Hudson Oak Wealth Advisory LLC$115M AUM | 1.39% | $2M | 12.1K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 1.38% | $5M | 39.3K | Q1 2026OLDER |
| ETF Portfolio Partners, Inc.$381M AUM | 1.35% | $5M | 38.8K | Q1 2026OLDER |
| Blue Edge Capital, LLC$753M AUM | 1.35% | $10M | 76.5K | Q2 2026 |
| Axis Wealth Partners, LLC$188M AUM | 1.34% | $3M | 19.0K | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 1.26% | $2M | 12.6K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 1.26% | $4M | 27.6K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 1.26% | $5M | 39.9K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 1.24% | $109M | 825.3K | Q1 2026OLDER |
| Keenan, LLC$119M AUM | 1.19% | $1M | 10.7K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 1.15% | $13M | 96.5K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 1.06% | $16M | 118.8K | Q1 2026OLDER |
| Neumann Capital Management, LLC$340M AUM | 1.01% | $3M | 26.0K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.99% | $3M | 19.0K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.94% | $5M | 34.1K | Q1 2026OLDER |
| SB Capital Management Inc$273M AUM | 0.93% | $3M | 19.3K | Q4 2025OLDER |
| Ironwood Financial, llc$573M AUM | 0.93% | $5M | 40.2K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.92% | $2M | 12.9K | Q1 2026OLDER |
| Future Fund LLC$284M AUM | 0.90% | $3M | 19.7K | Q3 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.90% | $38M | 283.5K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.88% | $145M | 1.09M | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.83% | $6M | 48.1K | Q1 2026OLDER |
| Columbia Bank$350M AUM | 0.81% | $3M | 21.4K | Q1 2026OLDER |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 0.81% | $1M | 8.3K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.79% | $3M | 23.7K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 0.79% | $2M | 16.2K | Q1 2026OLDER |
| SMITH SHELLNUT WILSON LLC /ADV$260M AUM | 0.79% | $2M | 15.9K | Q3 2025OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.77% | $4M | 28.7K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.74% | $2M | 12.0K | Q1 2026OLDER |
| Aspire Growth Partners LLC$146M AUM | 0.74% | $1M | 8.1K | Q1 2026OLDER |
| Oxler Private Wealth LLC$319M AUM | 0.73% | $2M | 17.6K | Q1 2026OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 0.72% | $4M | 29.3K | Q2 2026 |
| Nikulski Financial, Inc.$405M AUM | 0.71% | $3M | 21.8K | Q1 2026OLDER |
| Alliance Private Wealth, LLC$288M AUM | 0.70% | $2M | 13.6K | Q2 2026 |
| Gerald Baker Financial Group LLC$316M AUM | 0.69% | $2M | 16.4K | Q1 2026OLDER |
| Innovative Wealth Building LLC$142M AUM | 0.67% | $958,881 | 7.2K | Q1 2026OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 0.66% | $6M | 48.3K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.65% | $1M | 9.2K | Q1 2026OLDER |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.65% | $1M | 10.4K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.64% | $6M | 41.9K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.64% | $3M | 20.2K | Q1 2026OLDER |
| Yanni & Associates Investment Advisors, LLC$108M AUM | 0.60% | $650,012 | 4.4K | Q2 2026 |
| MidFirst Bank$1.2B AUM | 0.58% | $7M | 53.2K | Q1 2026OLDER |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM | 0.57% | $2M | 17.3K | Q1 2026OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 0.57% | $3M | 22.4K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.57% | $35M | 265.4K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.56% | $14M | 102.4K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.55% | $2M | 14.1K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 0.55% | $2M | 14.4K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 0.55% | $2M | 18.7K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.55% | $11M | 80.7K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.55% | $36M | 269.0K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.53% | $2M | 17.3K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.51% | $22M | 162.6K | Q1 2026OLDER |
| GLR Partners, LLC$183M AUM | 0.51% | $927,500 | 7.0K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.50% | $5,617 | 42.7K | Q4 2025OLDER |
| Niles Investment Management, LLC$111M AUM | 0.50% | $657,818 | 5.0K | Q4 2025OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.50% | $1M | 9.3K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.48% | $2M | 16.0K | Q1 2026OLDER |
| Bay Capital Advisors, LLC$162M AUM | 0.47% | $768,103 | 5.8K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.47% | $7M | 50.8K | Q1 2026OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 0.47% | $12M | 93.3K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 0.46% | $1M | 7.8K | Q2 2026 |
| Park Capital Management, LLC / WI$170M AUM | 0.46% | $639,396 | 4.9K | Q4 2025OLDER |
| Stordahl Capital Management, Inc.$486M AUM | 0.46% | $2M | 16.7K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.46% | $834,996 | 6.3K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.46% | $716,524 | 5.3K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.46% | $659,453 | 5.0K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.44% | $1M | 7.7K | Q1 2026OLDER |
| River Wealth Advisors LLC$871M AUM | 0.44% | $4M | 28.7K | Q1 2026OLDER |
| FIRST HAWAIIAN BANK$790M AUM | 0.42% | $3M | 22.5K | Q2 2026 |
| Texas Yale Capital Corp.$3.5B AUM | 0.41% | $14M | 108.4K | Q1 2026OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.40% | $1M | 11.2K | Q1 2026OLDER |
| Shakespeare Wealth Management, LLC$422M AUM | 0.40% | $2M | 12.8K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 0.40% | $1M | 7.7K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.39% | $1M | 8.4K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.39% | $1M | 9.3K | Q1 2026OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.38% | $2M | 17.1K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.38% | $448,518 | 3.4K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.38% | $5M | 34.1K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 0.36% | $2M | 16.7K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.36% | $7M | 55.4K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.35% | $6M | 46.5K | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 0.34% | $3M | 19.2K | Q1 2026OLDER |
| Blackston Financial Advisory Group, LLC$160M AUM | 0.34% | $537,449 | 4.1K | Q1 2026OLDER |
| apricus wealth, LLC$205M AUM | 0.33% | $677,605 | 5.1K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.32% | $5M | 32.9K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.32% | $681,963 | 5.1K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 0.31% | $646,733 | 4.9K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.31% | $443,080 | 3.3K | Q1 2026OLDER |
| Destiny Capital Corp/CO$188M AUM | 0.31% | $572,535 | 4.3K | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 0.30% | $530,000 | 4.0K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.30% | $2M | 11.9K | Q1 2026OLDER |
| Townsend Financial Planning, LLC$103M AUM | 0.30% | $306,340 | 2.3K | Q1 2026OLDER |
| StoneCrest Wealth Management, Inc.$313M AUM | 0.29% | $910,312 | 6.2K | Q2 2026 |
| Breakwater Capital Group$833M AUM | 0.29% | $2M | 16.3K | Q2 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC$125M AUM | 0.28% | $352,185 | 2.7K | Q1 2026OLDER |
| Renasant Bank$141M AUM | 0.28% | $397,500 | 3.0K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.28% | $2M | 13.7K | Q1 2026OLDER |
| Stenger Family Office, LLC$566M AUM | 0.28% | $2M | 11.8K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 0.27% | $286,273 | 2.1K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.27% | $13M | 97.1K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.27% | $2M | 12.1K | Q2 2026 |
| Financial Alternatives, Inc$185M AUM | 0.27% | $504,295 | 3.8K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.26% | $3M | 19.2K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.25% | $4M | 30.5K | Q1 2026OLDER |
| Vann Equity Management LLC$140M AUM | 0.25% | $356,870 | 2.7K | Q1 2026OLDER |
| Clientfirst Wealth Management, LLC$118M AUM | 0.25% | $299,185 | 2.3K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.25% | $509,599 | 3.7K | Q1 2026OLDER |
| Bonfire Financial$133M AUM | 0.25% | $333,204 | 2.5K | Q1 2026OLDER |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 0.25% | $1M | 10.7K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.25% | $738,063 | 5.6K | Q1 2026OLDER |
| SNS Financial Group, LLC$1.2B AUM | 0.25% | $3M | 21.8K | Q1 2026OLDER |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 0.25% | $5M | 34.4K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 0.24% | $389,614 | 2.6K | Q2 2026 |
| MAI Capital Management$17.7B AUM | 0.24% | $43M | 325.1K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.24% | $11M | 84.0K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.24% | $685,491 | 5.2K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.23% | $6M | 44.4K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.23% | $948,038 | 7.2K | Q1 2026OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 0.23% | $333,053 | 2.5K | Q4 2025OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.23% | $518,169 | 3.9K | Q1 2026OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.23% | $2M | 13.2K | Q1 2026OLDER |
| Wealth Advisory Team LLC$113M AUM | 0.22% | $252,646 | 1.9K | Q4 2025OLDER |
| Weinberger Asset Management, Inc$267M AUM | 0.22% | $588,586 | 4.4K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 0.22% | $344,370 | 2.6K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.22% | $927,500 | 7.0K | Q1 2026OLDER |
| Rayburn West Financial Services LLC$170M AUM | 0.21% | $364,375 | 2.8K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.21% | $5M | 35.3K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.21% | $19M | 145.4K | Q1 2026OLDER |
| Berman McAleer LLC$733M AUM | 0.21% | $2M | 11.8K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.21% | $2M | 12.7K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.21% | $880,860 | 6.6K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.21% | $384,250 | 2.9K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.20% | $774,216 | 5.8K | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.20% | $4M | 31.1K | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 0.20% | $359,870 | 2.7K | Q1 2026OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.20% | $10M | 72.2K | Q1 2026OLDER |
| BANK OF STOCKTON$323M AUM | 0.20% | $634,675 | 4.8K | Q1 2026OLDER |
| First Citizens Asset Management, Inc.$313M AUM | 0.20% | $613,227 | 4.2K | Q2 2026 |
| Essex LLC$566M AUM | 0.20% | $1M | 8.3K | Q1 2026OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.19% | $2M | 18.3K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.19% | $3M | 19.4K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.19% | $6M | 48.8K | Q1 2026OLDER |
| Bravias Capital Group, LLC$153M AUM | 0.19% | $287,024 | 2.2K | Q1 2026OLDER |
| BDFS Capital LLC$230M AUM | 0.19% | $388,195 | 2.9K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.19% | $267,390 | 2.0K | Q4 2025OLDER |
| Beirne Wealth Consulting Services, LLC$503M AUM | 0.18% | $928,116 | 6.3K | Q2 2026 |
| Rodgers & Associates, LTD$982M AUM | 0.18% | $2M | 13.7K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 0.18% | $684,832 | 4.6K | Q2 2026 |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 0.18% | $284,875 | 2.1K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.18% | $460,570 | 3.5K | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.18% | $2M | 14.0K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.18% | $518,473 | 3.9K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.17% | $373,623 | 2.6K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.17% | $11M | 80.0K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.17% | $83M | 625.3K | Q1 2026OLDER |
| Veridan Wealth LLC$270M AUM | 0.17% | $451,817 | 3.4K | Q1 2026OLDER |
| Dynamic Financial Group$122M AUM | 0.17% | $203,785 | 1.5K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.16% | $246,576 | 1.9K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.16% | $607,255 | 4.6K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.16% | $2M | 13.9K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.16% | $323,513 | 2.4K | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 0.16% | $857,888 | 6.1K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 0.16% | $950,790 | 6.4K | Q2 2026 |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.16% | $233,366 | 1.8K | Q1 2026OLDER |
| American Trust$1.1B AUM | 0.16% | $2M | 13.3K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.15% | $5M | 35.3K | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.15% | $1M | 7.9K | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.15% | $6M | 43.0K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.15% | $2M | 11.8K | Q1 2026OLDER |
| Alexis Investment Partners, LLC$145M AUM | 0.15% | $402,929 | 3.1K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.15% | $7M | 54.3K | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 0.15% | $364,375 | 2.8K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.15% | $626,418 | 4.7K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.14% | $18M | 138.7K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.14% | $4M | 32.2K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.14% | $2M | 13.6K | Q2 2026 |
| Financial Partners Group, Inc$836M AUM | 0.14% | $1M | 8.8K | Q1 2026OLDER |
| Lee-Kelleher Wealth Management$168M AUM | 0.14% | $234,790 | 1.8K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.14% | $6M | 44.0K | Q3 2025OLDER |
| Inlight Wealth Management, LLC$270M AUM | 0.13% | $368,452 | 2.8K | Q4 2025OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.13% | $301,889 | 2.3K | Q1 2026OLDER |
| Sensible Money, LLC$329M AUM | 0.13% | $438,708 | 3.3K | Q1 2026OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 0.13% | $530,000 | 4.0K | Q1 2026OLDER |
| MB Generational Wealth, LLC$181M AUM | 0.13% | $240,355 | 1.8K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.13% | $626,063 | 4.7K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.13% | $679,328 | 5.1K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.13% | $3M | 28.7K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.13% | $2M | 12.1K | Q2 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.13% | $772,475 | 5.8K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 0.13% | $870,525 | 6.6K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.13% | $337,786 | 2.3K | Q2 2026 |
| Private Advisory Group LLC$1.5B AUM | 0.13% | $2M | 14.9K | Q1 2026OLDER |
| Independent Family Office, LLC$243M AUM | 0.13% | $310,050 | 2.3K | Q1 2026OLDER |
| Guardian Financial Partners, LLC$237M AUM | 0.13% | $300,361 | 2.3K | Q1 2026OLDER |
| Triangle Securities Wealth Management$504M AUM | 0.13% | $634,015 | 4.3K | Q2 2026 |
| WealthShield Partners, LLC$898M AUM | 0.12% | $1M | 8.4K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.12% | $449,308 | 3.4K | Q1 2026OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.12% | $37M | 6.8K | Q4 2025OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.12% | $709,843 | 4.8K | Q2 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.12% | $7M | 56.4K | Q1 2026OLDER |
| Aufman Associates Inc$204M AUM | 0.12% | $246,980 | 1.9K | Q1 2026OLDER |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 0.12% | $236,220 | 1.8K | Q3 2025OLDER |
| First City Capital Management, Inc.$189M AUM | 0.12% | $223,925 | 1.7K | Q1 2026OLDER |
| Sunesis Advisors, LLC$221M AUM | 0.12% | $261,953 | 2.0K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 0.12% | $250,550 | 1.7K | Q2 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.12% | $2M | 14.5K | Q1 2026OLDER |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 0.12% | $1M | 8.1K | Q1 2026OLDER |
| Wolff Financial Management LLC$453M AUM | 0.12% | $530,000 | 4.0K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 0.12% | $228,960 | 1.7K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.12% | $205,110 | 1.5K | Q1 2026OLDER |
| Cosner Financial Group, LLC$182M AUM | 0.11% | $209,085 | 1.6K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.11% | $1M | 7.8K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.11% | $280,264 | 2.1K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.11% | $342,722 | 2.6K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.11% | $366,022 | 2.5K | Q2 2026 |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.11% | $4M | 27.2K | Q1 2026OLDER |
| V2 Financial group LLC$215M AUM | 0.11% | $238,500 | 1.8K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.11% | $2M | 13.0K | Q2 2026 |
| DOLIVER ADVISORS, LP$440M AUM | 0.11% | $478,590 | 3.6K | Q1 2026OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 0.11% | $135,415 | 1.0K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.11% | $1M | 11.0K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.11% | $129,055 | 974 | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 0.11% | $398,012 | 2.7K | Q2 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 0.11% | $758,806 | 5.7K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 0.11% | $106,398 | 803 | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.10% | $202,693 | 1.5K | Q1 2026OLDER |
| ANDERSON HOAGLAND & CO$1.3B AUM | 0.10% | $1M | 9.0K | Q2 2026 |
| Members Trust Co$3.0B AUM | 0.10% | $3M | 23.5K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.10% | $179M | 1.35M | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.10% | $14M | 102.2K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.10% | $507,873 | 3.8K | Q1 2026OLDER |
| ENZI WEALTH$288M AUM | 0.10% | $286,200 | 2.2K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.10% | $6M | 46.4K | Q1 2026OLDER |
| IMS Capital Management$217M AUM | 0.10% | $213,519 | 1.6K | Q3 2025OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.10% | $312,303 | 2.4K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.10% | $594,925 | 4.5K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.10% | $772,210 | 5.8K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.10% | $228,446 | 1.7K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.10% | $1M | 10.1K | Q1 2026OLDER |
| MONEYWISE, INC.$229M AUM | 0.10% | $220,374 | 1.7K | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 0.10% | $243,800 | 1.8K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.10% | $8M | 56.7K | Q1 2026OLDER |
| Cornerstone Planning, LLC$443M AUM | 0.10% | $422,565 | 3.2K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.09% | $246,450 | 1.9K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.09% | $1M | 8.8K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.09% | $264,735 | 2.0K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.09% | $1M | 10.6K | Q2 2026 |
| PFS Partners, LLC$218M AUM | 0.09% | $203,131 | 1.5K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.09% | $819,512 | 6.2K | Q1 2026OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.09% | $361,328 | 2.7K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.09% | $4M | 27.3K | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 0.09% | $229,490 | 1.7K | Q1 2026OLDER |
| Sageworth Trust Co$2.3B AUM | 0.09% | $2M | 16.1K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.09% | $847,735 | 6.4K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.09% | $200,874 | 1.5K | Q1 2026OLDER |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 0.09% | $203,396 | 1.5K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 0.09% | $531,001 | 4.0K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.09% | $24M | 179.2K | Q1 2026OLDER |
| KLCM Advisors, Inc.$1.2B AUM | 0.09% | $1M | 7.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.09% | $455M | 3.44M | Q2 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.09% | $4M | 27.3K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 0.09% | $414,195 | 3.1K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.09% | $427,937 | 3.2K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.09% | $284,610 | 2.1K | Q1 2026OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 0.08% | $515,160 | 3.9K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.08% | $3M | 19.9K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.08% | $841,375 | 6.3K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.08% | $482,359 | 3.6K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.08% | $84,537 | 745 | Q2 2026 |
| Claro Advisors Inc.$830M AUM | 0.08% | $650,443 | 4.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.08% | $291M | 2.19M | Q1 2026OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.08% | $1M | 7.8K | Q1 2026OLDER |
| Alpha Financial Advisors, LLC$326M AUM | 0.08% | $250,028 | 1.9K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.08% | $207,230 | 1.6K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.07% | $2M | 15.3K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.07% | $4M | 27.2K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.07% | $5M | 35.8K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.07% | $1M | 8.5K | Q3 2025OLDER |
| Buttonwood Financial Advisors Inc.$299M AUM | 0.07% | $219,842 | 1.7K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.07% | $355,763 | 2.7K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.07% | $1M | 7.6K | Q2 2026 |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.07% | $213,765 | 1.4K | Q2 2026 |
| NWAM LLC$1.7B AUM | 0.07% | $1M | 9.4K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.07% | $23M | 176.6K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.07% | $484,950 | 3.7K | Q1 2026OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.07% | $352,185 | 2.7K | Q1 2026OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.07% | $392,333 | 3.0K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.07% | $45M | 341.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.07% | $14M | 104.5K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.07% | $1M | 8.5K | Q2 2026 |
| Meramec Financial Planners, LLC$252M AUM | 0.07% | $175,819 | 1.2K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.07% | $210,146 | 1.6K | Q3 2025OLDER |
| Narwhal Capital Management$1.4B AUM | 0.07% | $917,298 | 6.9K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.07% | $10M | 78.4K | Q1 2026OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.07% | $423,735 | 3.2K | Q1 2026OLDER |
| Friday Financial$373M AUM | 0.07% | $251,726 | 1.7K | Q2 2026 |
| NUANCE INVESTMENTS, LLC$717M AUM | 0.07% | $610,449 | 4.6K | Q4 2025OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.07% | $680,155 | 5.1K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.07% | $255,063 | 1.9K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.07% | $312,597 | 2.1K | Q2 2026 |
| Hixon Zuercher, LLC$321M AUM | 0.07% | $212,000 | 1.6K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.07% | $2M | 12.0K | Q4 2025OLDER |
| One Capital Management, LLC$3.6B AUM | 0.07% | $2M | 18.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.07% | $729,832 | 5.5K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.06% | $83,529 | 630 | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.06% | $191,215 | 1.4K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.06% | $4M | 25.6K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.06% | $2M | 16.3K | Q2 2026 |
| GREENLEAF TRUST$10.2B AUM | 0.06% | $6M | 48.6K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.06% | $272,023 | 2.1K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.06% | $123,223 | 918 | Q1 2026OLDER |
| Blankinship & Foster, LLC$452M AUM | 0.06% | $281,298 | 2.1K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.06% | $496,880 | 3.8K | Q1 2026OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.06% | $1M | 7.8K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 0.06% | $157,013 | 1.2K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.06% | $99,773 | 753 | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.06% | $405,715 | 3.1K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 0.06% | $112,625 | 850 | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.06% | $519,271 | 3.5K | Q2 2026 |
| Birchwood Financial Partners, Inc.$104M AUM | 0.06% | $60,944 | 460 | Q1 2026OLDER |
| VeraBank, N.A.$546M AUM | 0.06% | $320,253 | 2.4K | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 0.06% | $357,174 | 2.8K | Q3 2025OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 0.06% | $638,915 | 4.8K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.06% | $8M | 57.0K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.06% | $352,980 | 2.7K | Q1 2026OLDER |
| Vickerman Investment Advisors, Inc.$476M AUM | 0.06% | $266,988 | 2.0K | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 0.06% | $133,030 | 1.0K | Q1 2026OLDER |
| Bellwether Advisors, LLC$590M AUM | 0.06% | $325,149 | 2.5K | Q1 2026OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 0.05% | $604,995 | 4.6K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.05% | $1M | 8.9K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.05% | $691,024 | 5.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.05% | $50M | 380.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.05% | $30M | 224.2K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.05% | $157,808 | 1.2K | Q1 2026OLDER |
| Weil Company, Inc.$445M AUM | 0.05% | $233,708 | 1.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.05% | $85M | 639.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.05% | $14M | 102.8K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.05% | $523,508 | 4.0K | Q1 2026OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 0.05% | $287,927 | 1.9K | Q2 2026 |
| KPP Advisory Services LLC$689M AUM | 0.05% | $346,885 | 2.6K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 0.05% | $453,150 | 3.4K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.05% | $54,325 | 410 | Q1 2026OLDER |
| Wick Capital Partners, LLC$548M AUM | 0.05% | $273,116 | 2.1K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.05% | $35M | 266.0K | Q1 2026OLDER |
| Decker Wealth Management LLC$456M AUM | 0.05% | $226,335 | 1.7K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.05% | $4M | 29.9K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.05% | $258,087 | 1.9K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.05% | $2M | 17.3K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.05% | $4M | 29.9K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.05% | $75,367 | 581 | Q3 2025OLDER |
| Piscataqua Savings Bank$148M AUM | 0.05% | $70,023 | 474 | Q2 2026 |
| Vanguard National Trust Co$1.6B AUM | 0.05% | $749,420 | 5.7K | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 0.05% | $669,523 | 5.1K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.05% | $798,224 | 6.1K | Q4 2025OLDER |
| Legend Capital Advisors LLC$160M AUM | 0.05% | $74,730 | 564 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.05% | $12M | 88.9K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.05% | $2M | 12.6K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 0.05% | $357,355 | 2.7K | Q1 2026OLDER |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM | 0.05% | $596,515 | 4.5K | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 0.05% | $140,715 | 1.1K | Q1 2026OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.05% | $263,850 | 2.0K | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.04% | $392,863 | 3.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.04% | $296M | 2.24M | Q1 2026OLDER |
| Thomasville National Bank$1.6B AUM | 0.04% | $717,692 | 5.5K | Q4 2025OLDER |
| S.A. Mason LLC$266M AUM | 0.04% | $116,600 | 880 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $31M | 236.3K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.04% | $2M | 15.6K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.04% | $1M | 9.4K | Q2 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.04% | $2M | 11.6K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.04% | $143,763 | 1.1K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.04% | $486,592 | 3.3K | Q2 2026 |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.04% | $284,614 | 2.1K | Q4 2025OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.04% | $560,047 | 4.3K | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.04% | $1M | 10.1K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.04% | $53,055 | 409 | Q3 2025OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.04% | $209,615 | 1.6K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.04% | $121,238 | 915 | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.04% | $670,317 | 4.8K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.04% | $553,636 | 4.2K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.04% | $2M | 12.8K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.04% | $5M | 40.6K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 0.04% | $274,010 | 2.1K | Q1 2026OLDER |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 0.04% | $209,629 | 1.4K | Q2 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.04% | $29M | 221.0K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.04% | $3M | 24.0K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.04% | $663,867 | 5.0K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.04% | $2M | 17.2K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.04% | $51,145 | 386 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.04% | $21M | 155.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.04% | $122M | 922.8K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.04% | $3M | 20.4K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.04% | $267,199 | 2.0K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.04% | $105,603 | 797 | Q1 2026OLDER |
| Clarity Financial LLC$919M AUM | 0.04% | $404,666 | 3.1K | Q4 2025OLDER |
| Eagle Strategies LLC$837M AUM | 0.04% | $310,467 | 2.3K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.04% | $538,745 | 4.1K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.04% | $506,132 | 3.8K | Q1 2026OLDER |
| Allied Investment Advisors, LLC$697M AUM | 0.04% | $231,420 | 1.8K | Q3 2025OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.04% | $301,740 | 2.3K | Q3 2025OLDER |
| Longview Financial Advisors, Inc.$171M AUM | 0.04% | $58,502 | 441 | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.04% | $752,070 | 5.7K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.04% | $107,458 | 811 | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.04% | $105,735 | 798 | Q1 2026OLDER |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 0.03% | $96,063 | 725 | Q1 2026OLDER |
| Mendota Financial Group, LLC$161M AUM | 0.03% | $47,373 | 360 | Q4 2025OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.03% | $334,960 | 2.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $3M | 19.4K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.03% | $210,225 | 1.6K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.03% | $388,490 | 2.9K | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 0.03% | $232,339 | 1.8K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.03% | $295,460 | 2.0K | Q2 2026 |
| Evergreen Private Wealth LLC$247M AUM | 0.03% | $81,853 | 631 | Q3 2025OLDER |
| Financial Solutions Advisory Group, Inc.$723M AUM | 0.03% | $239,825 | 1.8K | Q2 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.03% | $252,148 | 1.9K | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 0.03% | $306,340 | 2.3K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $361,725 | 2.7K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.03% | $181,525 | 1.4K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.03% | $90,415 | 697 | Q3 2025OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.03% | $58,300 | 440 | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.03% | $406,794 | 2.9K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.03% | $3M | 19.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.03% | $526M | 4.00M | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.03% | $6M | 42.8K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.03% | $271,636 | 2.1K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $11M | 84.3K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.03% | $1M | 7.6K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.03% | $738,290 | 5.6K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.03% | $338,727 | 2.6K | Q4 2025OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.03% | $149,858 | 1.1K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.03% | $1M | 8.2K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.03% | $394,585 | 3.0K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.03% | $960,209 | 7.2K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.03% | $3M | 20.4K | Q1 2026OLDER |
| Ally Invest Advisors Inc.$1.5B AUM | 0.03% | $434,008 | 3.3K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.03% | $872,509 | 6.6K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.03% | $209,249 | 1.6K | Q4 2025OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 0.03% | $388,225 | 2.9K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.03% | $543M | 4.09M | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.03% | $5M | 38.7K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.03% | $102,307 | 777 | Q4 2025OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.03% | $435,701 | 3.3K | Q1 2026OLDER |
| JMG Financial Group, Ltd.$3.6B AUM | 0.03% | $1M | 7.8K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.03% | $2M | 13.1K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.03% | $1M | 10.7K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.03% | $2M | 15.3K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 0.03% | $382,325 | 2.6K | Q2 2026 |
| StoneX Group Inc.$1.9B AUM | 0.03% | $506,810 | 3.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $102M | 772.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.03% | $23M | 174.2K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.03% | $1M | 9.3K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.03% | $204,050 | 1.5K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.03% | $663,526 | 5.0K | Q1 2026OLDER |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 0.03% | $200,684 | 1.5K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.03% | $2M | 18.4K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.03% | $233,996 | 1.8K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.03% | $2M | 13.8K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.