ISHARES TR
CUSIP 464287721
Ishares Tr has 1,169 institutional holders in Filings Flow’s 13F database, together reporting 51.18M shares worth $9.3B as of Q1 2026. The largest reported holders are Morgan Stanley, Pgim Custom Harvest LLC, and Bank Of America Corp /De/.
Institutional Holders
1,169
Q1 2026
Reported Value
$9.3B
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 |
|---|---|---|---|---|
| PGIM Custom Harvest LLC$6.4B AUM | 12.88% | $825M | 4.55M | Q1 2026OLDER |
| HC Advisors, LLC$149M AUM | 10.81% | $16M | 89.0K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 9.40% | $22M | 89.2K | Q2 2026 |
| High Point Wealth Management, LLC$104M AUM | 9.13% | $9M | 52.1K | Q1 2026OLDER |
| Portfolio Strategies, Inc.$811M AUM | 8.79% | $71M | 391.3K | Q1 2026OLDER |
| hemming& Wealth Management, Inc.$143M AUM | 8.73% | $13M | 68.9K | Q1 2026OLDER |
| COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM | 8.17% | $12M | 63.9K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 7.88% | $43M | 238.1K | Q1 2026OLDER |
| Mendel Capital Management LLC$199M AUM | 7.86% | $16M | 86.1K | Q1 2026OLDER |
| Macro Advisors, Inc.$242M AUM | 7.84% | $19M | 104.6K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 6.15% | $15M | 60.6K | Q2 2026 |
| Signature Wealth Management Partners, LLC$199M AUM | 5.64% | $11M | 62.0K | Q1 2026OLDER |
| Parker Investment Management, LLC$659M AUM | 5.63% | $37M | 204.5K | Q1 2026OLDER |
| Valor Advisors LLC$119M AUM | 5.45% | $6M | 32.5K | Q2 2026 |
| Camarda Financial Advisors, LLC$190M AUM | 5.32% | $14M | 70.0K | Q4 2025OLDER |
| PINKERTON WEALTH, LLC$1.1B AUM | 5.16% | $57M | 283.9K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 4.76% | $13M | 65.8K | Q3 2025OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 4.51% | $5M | 28.9K | Q1 2026OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 4.08% | $9M | 43.3K | Q4 2025OLDER |
| TABLEAUX LLC$206M AUM | 3.67% | $8M | 41.8K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 3.66% | $10M | 54.9K | Q1 2026OLDER |
| S&A Financial Services, Inc.$146M AUM | 3.62% | $5M | 29.1K | Q2 2026 |
| Kingsman Wealth Management, Inc.$178M AUM | 3.43% | $6M | 33.7K | Q1 2026OLDER |
| Gallagher Capital Advisors, LLC$148M AUM | 3.19% | $5M | 26.1K | Q1 2026OLDER |
| CPR Investments Inc.$150M AUM | 3.02% | $5M | 25.0K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 2.88% | $3M | 18.1K | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 2.82% | $182M | 1.01M | Q1 2026OLDER |
| FINANCIAL LIFE ADVISORS$321M AUM | 2.75% | $9M | 48.6K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$149M AUM | 2.74% | $4M | 30.3K | Q1 2026OLDER |
| Ciovacco Capital Management LLC$172M AUM | 2.72% | $5M | 25.7K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 2.54% | $16M | 62.9K | Q2 2026 |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 2.46% | $9M | 51.0K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 2.38% | $5M | 26.3K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 2.33% | $9M | 49.7K | Q1 2026OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 2.29% | $19M | 106.5K | Q1 2026OLDER |
| Avid Wealth Partners LLC$212M AUM | 2.25% | $5M | 26.2K | Q1 2026OLDER |
| Perkins Coie Trust Co$603M AUM | 2.20% | $13M | 52.7K | Q2 2026 |
| Terra Nova Asset Management LLC$135M AUM | 2.17% | $3M | 16.2K | Q1 2026OLDER |
| Howard Capital Management Group, LLC$1.5B AUM | 2.17% | $33M | 180.3K | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 2.09% | $18M | 100.8K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 2.06% | $10M | 54.0K | Q1 2026OLDER |
| Counterweight Ventures, LLC$178M AUM | 2.04% | $4M | 20.1K | Q1 2026OLDER |
| Centerline Wealth Advisors, LLC$278M AUM | 2.04% | $6M | 31.2K | Q1 2026OLDER |
| Lakeshore Capital Group, Inc.$123M AUM | 2.03% | $2M | 13.7K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 1.97% | $40M | 206.7K | Q3 2025OLDER |
| Gerald Baker Financial Group LLC$316M AUM | 1.93% | $6M | 33.6K | Q1 2026OLDER |
| Crown Wealth Group, LLC$340M AUM | 1.90% | $6M | 35.7K | Q1 2026OLDER |
| Oak Barrel Wealth Advisory LLC$167M AUM | 1.90% | $3M | 15.9K | Q1 2026OLDER |
| Prostatis Group LLC$391M AUM | 1.87% | $7M | 40.3K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 1.85% | $17M | 95.3K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 1.82% | $11M | 58.7K | Q3 2025OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 1.77% | $3M | 15.6K | Q1 2026OLDER |
| Teucrium Investment Advisors, LLC$129M AUM | 1.75% | $2M | 8.0K | Q4 2025OLDER |
| Nova Wealth Management, Inc.$154M AUM | 1.73% | $3M | 14.7K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 1.69% | $6M | 35.4K | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 1.69% | $11M | 58.9K | Q1 2026OLDER |
| SWMG, LLC$350M AUM | 1.67% | $6M | 32.3K | Q1 2026OLDER |
| Weinberger Asset Management, Inc$267M AUM | 1.66% | $4M | 24.4K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 1.62% | $13M | 51.9K | Q2 2026 |
| Daybright Advisory Services, Inc.$361M AUM | 1.61% | $6M | 32.0K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 1.54% | $3M | 17.4K | Q1 2026OLDER |
| Dale Q Rice Investment Management Ltd$132M AUM | 1.54% | $2M | 11.2K | Q1 2026OLDER |
| Essex LLC$566M AUM | 1.53% | $9M | 47.8K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 1.49% | $23M | 89.8K | Q2 2026 |
| Ballew Advisors, Inc$194M AUM | 1.45% | $3M | 11.5K | Q2 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 1.44% | $18M | 99.5K | Q1 2026OLDER |
| Elevated Financial Group LLC$308M AUM | 1.44% | $4M | 24.4K | Q1 2026OLDER |
| PROMETHIUM ADVISORS,LLC$193M AUM | 1.44% | $3M | 15.3K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 1.38% | $3M | 14.8K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 1.36% | $11M | 58.2K | Q3 2025OLDER |
| S. R. Schill & Associates$148M AUM | 1.34% | $2M | 11.0K | Q1 2026OLDER |
| MA Private Wealth$591M AUM | 1.33% | $8M | 43.2K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 1.31% | $6M | 31.4K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 1.31% | $3M | 16.4K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 1.31% | $6M | 32.2K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 1.30% | $2M | 11.0K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 1.30% | $4M | 24.2K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 1.26% | $1M | 7.8K | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 1.25% | $3M | 16.0K | Q1 2026OLDER |
| Second Half Financial Partners, LLC$222M AUM | 1.21% | $3M | 14.9K | Q1 2026OLDER |
| Lakeshore Financial Planning, Inc.$276M AUM | 1.21% | $3M | 18.4K | Q1 2026OLDER |
| Davis Wealth Advisors, LLC$120M AUM | 1.21% | $1M | 8.0K | Q1 2026OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 1.19% | $4M | 18.2K | Q4 2025OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 1.14% | $30M | 165.8K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 1.06% | $3M | 18.1K | Q1 2026OLDER |
| Mullooly Asset Management, Inc.$271M AUM | 1.06% | $3M | 15.9K | Q1 2026OLDER |
| M1 Capital Management LLC$217M AUM | 1.06% | $3M | 12.7K | Q4 2025OLDER |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 1.05% | $1M | 7.9K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 1.05% | $2M | 11.8K | Q2 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 1.03% | $6M | 33.6K | Q1 2026OLDER |
| Jackson Wealth Management, LLC$972M AUM | 1.01% | $10M | 54.1K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 1.01% | $2M | 6.4K | Q2 2026 |
| Ridgeline Wealth, LLC$171M AUM | 0.98% | $2M | 6.6K | Q2 2026 |
| Purewater Capital LLC$104M AUM | 0.97% | $1M | 5.6K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.95% | $9M | 49.8K | Q3 2025OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.95% | $2M | 8.8K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.95% | $3M | 14.5K | Q1 2026OLDER |
| Stanich Group LLC$131M AUM | 0.95% | $1M | 6.9K | Q1 2026OLDER |
| Hudson Portfolio Management LLC$119M AUM | 0.93% | $1M | 6.1K | Q1 2026OLDER |
| BROOKTREE CAPITAL MANAGEMENT$126M AUM | 0.93% | $1M | 6.5K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.93% | $7M | 41.1K | Q1 2026OLDER |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 0.93% | $1M | 5.6K | Q2 2026 |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.92% | $971,504 | 5.4K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.92% | $9M | 36.1K | Q2 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC$125M AUM | 0.90% | $1M | 6.3K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.89% | $3M | 16.1K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.88% | $2M | 10.0K | Q3 2025OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.87% | $5M | 30.2K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.86% | $3M | 14.5K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.82% | $5M | 27.4K | Q1 2026OLDER |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.81% | $2M | 9.4K | Q1 2026OLDER |
| Leeward Financial Partners, LLC$336M AUM | 0.81% | $3M | 15.0K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.80% | $7M | 39.1K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.80% | $1M | 6.8K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 0.78% | $1M | 7.0K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.78% | $5M | 27.1K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.77% | $25M | 138.9K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.77% | $12M | 65.3K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.75% | $1M | 6.0K | Q1 2026OLDER |
| Axecap Investments, LLC$145M AUM | 0.74% | $1M | 6.0K | Q4 2025OLDER |
| KM Capital Management Ltd.$149M AUM | 0.73% | $1M | 7.2K | Q4 2025OLDER |
| Signet Private Wealth LLC$105M AUM | 0.73% | $766,874 | 4.2K | Q1 2026OLDER |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 0.73% | $876,621 | 4.8K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.71% | $41M | 206.3K | Q4 2025OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 0.71% | $4M | 16.7K | Q2 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.70% | $5M | 56.1K | Q2 2026 |
| CrossGen Wealth, LLC$114M AUM | 0.70% | $801,530 | 4.4K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 0.70% | $2M | 10.5K | Q1 2026OLDER |
| Stillwater Wealth Management Group$162M AUM | 0.69% | $1M | 6.2K | Q1 2026OLDER |
| Eddie Patel Inc$130M AUM | 0.69% | $923,150 | 4.6K | Q4 2025OLDER |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 0.68% | $1M | 5.6K | Q3 2025OLDER |
| NCM Capital Management, LLC$279M AUM | 0.68% | $2M | 10.4K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.67% | $1M | 4.8K | Q2 2026 |
| Bedminster, LLC$107M AUM | 0.67% | $717,879 | 4.0K | Q1 2026OLDER |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.67% | $4M | 21.7K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.67% | $1M | 7.1K | Q3 2025OLDER |
| ONE Advisory Partners, LLC$324M AUM | 0.66% | $2M | 11.9K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 0.66% | $2M | 9.5K | Q1 2026OLDER |
| Montz Harcus Wealth Management LLC$248M AUM | 0.66% | $2M | 9.0K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.66% | $5M | 28.9K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.65% | $2M | 12.9K | Q1 2026OLDER |
| LANE BROTHERS & CO INC$137M AUM | 0.65% | $887,378 | 4.9K | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.64% | $2M | 9.0K | Q4 2025OLDER |
| LongView Wealth Management$398M AUM | 0.64% | $3M | 12.7K | Q1 2026OLDER |
| EQ LLC$355M AUM | 0.64% | $2M | 12.5K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.63% | $5M | 29.0K | Q3 2025OLDER |
| Adams Wealth Management$455M AUM | 0.62% | $3M | 15.6K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.62% | $2M | 10.5K | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 0.62% | $2M | 8.3K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 0.62% | $960,931 | 4.9K | Q3 2025OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 0.61% | $1M | 5.7K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.60% | $1M | 8.2K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 0.60% | $4M | 19.1K | Q4 2025OLDER |
| Bawa N Mallick Trust$244M AUM | 0.59% | $1M | 8.0K | Q1 2026OLDER |
| EWA, LLC$441M AUM | 0.59% | $3M | 14.2K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.58% | $3M | 13.8K | Q1 2026OLDER |
| Certus Wealth Management, LLC$167M AUM | 0.57% | $956,384 | 4.9K | Q3 2025OLDER |
| Eagle Strategies LLC$837M AUM | 0.57% | $5M | 26.2K | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 0.57% | $747,802 | 4.1K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 0.56% | $2M | 9.3K | Q1 2026OLDER |
| BLVD Private Wealth, LLC$115M AUM | 0.56% | $646,581 | 3.6K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.56% | $64M | 352.8K | Q1 2026OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.56% | $2M | 13.4K | Q1 2026OLDER |
| Mainstream Capital Management LLC$149M AUM | 0.55% | $822,921 | 4.5K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.55% | $8M | 46.0K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 0.55% | $3M | 15.6K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.54% | $1M | 5.5K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.54% | $4M | 18.0K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.54% | $3M | 11.0K | Q2 2026 |
| Cannon Advisors, Inc.$135M AUM | 0.54% | $722,052 | 4.0K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.53% | $5M | 22.6K | Q1 2026OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.53% | $1M | 6.2K | Q1 2026OLDER |
| EWG Elevate Inc.$320M AUM | 0.53% | $2M | 8.7K | Q3 2025OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.52% | $2M | 10.2K | Q1 2026OLDER |
| Lighthouse Financial LLC$166M AUM | 0.52% | $869,909 | 4.8K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.52% | $2M | 9.6K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.51% | $2M | 9.9K | Q1 2026OLDER |
| GRANVILLE CAPITAL, INC.$191M AUM | 0.51% | $971,321 | 5.4K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.50% | $2M | 11.4K | Q1 2026OLDER |
| Symphony Financial Services, Inc.$195M AUM | 0.50% | $974,619 | 5.4K | Q1 2026OLDER |
| ASL Financial, LLC$125M AUM | 0.50% | $622,452 | 3.4K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.49% | $8M | 29.8K | Q2 2026 |
| Worth Asset Management, LLC$313M AUM | 0.48% | $2M | 6.0K | Q2 2026 |
| KKM Financial LLC$563M AUM | 0.48% | $3M | 13.5K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.48% | $7M | 33.1K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.48% | $663,599 | 3.7K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.48% | $2M | 8.5K | Q1 2026OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.48% | $3M | 13.1K | Q4 2025OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 0.48% | $411,341 | 2.1K | Q4 2025OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.47% | $3M | 18.5K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 0.47% | $7M | 38.6K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.47% | $9M | 47.9K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.47% | $2M | 13.6K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 0.46% | $2M | 12.4K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.46% | $2M | 12.0K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.46% | $3M | 14.8K | Q3 2025OLDER |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM | 0.45% | $1M | 6.6K | Q4 2025OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 0.45% | $1M | 6.7K | Q4 2025OLDER |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 0.45% | $1M | 7.3K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.45% | $1M | 7.2K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 0.45% | $799,819 | 4.1K | Q3 2025OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.45% | $3M | 16.0K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.45% | $3M | 15.6K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.44% | $605,326 | 2.4K | Q2 2026 |
| BBR PARTNERS, LLC$1.8B AUM | 0.44% | $8M | 43.2K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.44% | $509,065 | 2.8K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.44% | $1M | 9.8K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 0.44% | $1M | 7.2K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 0.43% | $1M | 5.8K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.43% | $1M | 5.7K | Q2 2026 |
| Tennessee Valley Asset Management Partners$757M AUM | 0.42% | $3M | 17.6K | Q1 2026OLDER |
| MERIDIAN MANAGEMENT CO$402M AUM | 0.42% | $2M | 9.2K | Q1 2026OLDER |
| Westwood Wealth Management$255M AUM | 0.41% | $1M | 5.8K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.41% | $7M | 39.1K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 0.41% | $600,014 | 3.0K | Q4 2025OLDER |
| Kelly Financial Services LLC$414M AUM | 0.41% | $2M | 9.3K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.40% | $2M | 8.7K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$216M AUM | 0.39% | $853,212 | 4.7K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.39% | $600,106 | 3.3K | Q1 2026OLDER |
| Madrid Wealth Management, LLC$133M AUM | 0.39% | $520,158 | 2.9K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 0.39% | $406,843 | 2.2K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.39% | $14M | 76.7K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.39% | $21M | 117.8K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.39% | $536,675 | 3.0K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.38% | $8M | 44.7K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 0.38% | $2M | 9.5K | Q4 2025OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.38% | $3M | 15.6K | Q3 2025OLDER |
| Yeomans Consulting Group, Inc.$341M AUM | 0.38% | $1M | 6.5K | Q4 2025OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.38% | $5M | 26.1K | Q1 2026OLDER |
| Riverview Capital Advisers, LLC$300M AUM | 0.38% | $1M | 9.8K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.38% | $409,857 | 2.3K | Q1 2026OLDER |
| SSI INVESTMENT MANAGEMENT LLC$1.4B AUM | 0.37% | $5M | 29.6K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.37% | $3M | 15.3K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.36% | $1M | 6.6K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.36% | $6M | 31.0K | Q4 2025OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 0.36% | $864,355 | 4.4K | Q3 2025OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 0.36% | $640,576 | 3.2K | Q4 2025OLDER |
| Eagle Wealth Advisors LLC$108M AUM | 0.36% | $387,513 | 2.1K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 0.36% | $1M | 7.3K | Q4 2025OLDER |
| West Wealth Group, LLC$506M AUM | 0.36% | $2M | 10.0K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.36% | $58M | 319.4K | Q1 2026OLDER |
| Warm Springs Advisors Inc.$118M AUM | 0.36% | $419,443 | 2.3K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.35% | $430,304 | 2.2K | Q3 2025OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.35% | $915,646 | 4.7K | Q3 2025OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.35% | $4M | 17.6K | Q4 2025OLDER |
| Inscription Capital, LLC$951M AUM | 0.34% | $3M | 18.1K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.34% | $751,629 | 4.1K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.34% | $3M | 17.5K | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 0.34% | $806,108 | 4.0K | Q4 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.34% | $19M | 103.8K | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 0.34% | $4M | 22.7K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.34% | $931,455 | 5.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.34% | $90M | 495.4K | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 0.33% | $402,355 | 2.2K | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.33% | $2M | 10.7K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 0.33% | $379,893 | 2.1K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.33% | $4M | 23.7K | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$132M AUM | 0.33% | $431,780 | 2.4K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 0.33% | $3M | 19.0K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.32% | $1M | 7.7K | Q1 2026OLDER |
| Frankly Finances, LLC$110M AUM | 0.32% | $355,583 | 2.0K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.32% | $2M | 11.2K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.32% | $1M | 4.3K | Q2 2026 |
| Tactive Advisors, LLC$406M AUM | 0.32% | $1M | 5.1K | Q2 2026 |
| Rede Wealth, LLC$278M AUM | 0.32% | $883,153 | 4.9K | Q1 2026OLDER |
| Antonelli Financial Advisors, LLC$145M AUM | 0.31% | $454,000 | 2.5K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.31% | $32M | 176.8K | Q1 2026OLDER |
| Cornerstone Wealth, LLC/TN$178M AUM | 0.31% | $555,500 | 2.6K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.31% | $3M | 11.2K | Q2 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.31% | $4M | 18.2K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.31% | $27M | 150.8K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.31% | $8M | 43.0K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.31% | $5M | 28.8K | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 0.31% | $1M | 5.3K | Q4 2025OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.31% | $5M | 27.0K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.30% | $1M | 4.6K | Q2 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.30% | $10M | 40.9K | Q2 2026 |
| Vertex Planning Partners, LLC$515M AUM | 0.30% | $2M | 8.1K | Q3 2025OLDER |
| AdvisorShares Investments LLC$549M AUM | 0.30% | $2M | 9.1K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.30% | $1M | 6.7K | Q1 2026OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 0.30% | $829,271 | 4.6K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.30% | $1M | 8.0K | Q1 2026OLDER |
| FPC INVESTMENT ADVISORY, INC.$201M AUM | 0.30% | $597,870 | 2.8K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.30% | $2M | 9.6K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.29% | $595,140 | 3.3K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.29% | $399,850 | 2.2K | Q1 2026OLDER |
| SIERRA OCEAN, LLC$122M AUM | 0.29% | $355,566 | 2.0K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.29% | $490,238 | 2.5K | Q3 2025OLDER |
| Accel Wealth Management$383M AUM | 0.29% | $1M | 6.1K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.29% | $5M | 24.8K | Q3 2025OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.29% | $419,214 | 2.3K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.29% | $3M | 16.0K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.29% | $10M | 40.0K | Q2 2026 |
| Spire Wealth Management$2.9B AUM | 0.28% | $8M | 46.0K | Q1 2026OLDER |
| Asset Advisory Group, Inc.$229M AUM | 0.28% | $650,839 | 2.6K | Q2 2026 |
| Oxinas Partners, LLC$219M AUM | 0.28% | $622,169 | 3.4K | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 0.28% | $708,627 | 3.9K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.28% | $19M | 106.1K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.28% | $12M | 61.3K | Q4 2025OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 0.28% | $429,800 | 1.7K | Q2 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.27% | $1M | 6.4K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.27% | $2M | 10.7K | Q1 2026OLDER |
| Center for Wealth Management Advisory$139M AUM | 0.27% | $372,256 | 2.1K | Q1 2026OLDER |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.27% | $898,616 | 5.0K | Q1 2026OLDER |
| Livet Wealth, LLC$157M AUM | 0.26% | $408,859 | 2.3K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.26% | $388,312 | 2.1K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.26% | $519,011 | 2.9K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.25% | $13M | 73.0K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.25% | $1M | 6.0K | Q1 2026OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 0.25% | $1M | 5.7K | Q2 2026 |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.25% | $6M | 32.8K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.25% | $3M | 11.5K | Q2 2026 |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.25% | $914,184 | 4.7K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.25% | $1M | 5.6K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.25% | $1M | 4.5K | Q2 2026 |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.25% | $3M | 15.0K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.25% | $4M | 21.7K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.25% | $4M | 22.4K | Q1 2026OLDER |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 0.25% | $262,132 | 1.4K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.24% | $2M | 7.9K | Q2 2026 |
| OMNI 360 Wealth, Inc.$194M AUM | 0.24% | $468,245 | 2.6K | Q1 2026OLDER |
| Presidio Capital Management, LLC$344M AUM | 0.24% | $831,823 | 4.6K | Q1 2026OLDER |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM | 0.24% | $1M | 7.5K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.24% | $1M | 6.1K | Q1 2026OLDER |
| Reflection Asset Management$141M AUM | 0.24% | $338,125 | 1.7K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.24% | $471,029 | 2.6K | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 0.24% | $467,052 | 2.3K | Q4 2025OLDER |
| Summit Financial Consulting LLC$140M AUM | 0.23% | $327,100 | 1.8K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 0.23% | $1M | 5.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.23% | $17M | 96.2K | Q1 2026OLDER |
| WT Wealth Management$336M AUM | 0.23% | $779,199 | 4.3K | Q1 2026OLDER |
| Palumbo Wealth Management LLC$410M AUM | 0.23% | $943,384 | 5.2K | Q1 2026OLDER |
| SNOWWATER INVESTMENT PARTNERS, LLC$106M AUM | 0.23% | $243,661 | 1.3K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 0.23% | $280,657 | 1.5K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.23% | $563,098 | 2.8K | Q4 2025OLDER |
| InTrack Investment Management Inc$175M AUM | 0.23% | $400,069 | 2.2K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.23% | $337,442 | 1.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.23% | $42M | 231.5K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.22% | $3M | 15.9K | Q1 2026OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.22% | $2M | 13.5K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.22% | $6M | 32.1K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.22% | $3M | 14.4K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.22% | $4M | 21.4K | Q1 2026OLDER |
| Yardley Wealth Management LLC$195M AUM | 0.22% | $425,793 | 2.3K | Q1 2026OLDER |
| PACES FERRY WEALTH ADVISORS, LLC$241M AUM | 0.22% | $524,609 | 2.9K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.22% | $964,728 | 3.8K | Q2 2026 |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.22% | $271,565 | 1.4K | Q4 2025OLDER |
| Portus Wealth Advisors, LLC$106M AUM | 0.22% | $228,589 | 1.3K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.21% | $3,531 | 17.7K | Q4 2025OLDER |
| PEOPLES BANK /OH$163M AUM | 0.21% | $349,415 | 1.9K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.21% | $2M | 9.3K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.21% | $2M | 8.5K | Q1 2026OLDER |
| Liberty Atlantic Advisors LLC$117M AUM | 0.21% | $214,456 | 1.1K | Q4 2025OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.21% | $385,155 | 2.1K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.21% | $4M | 23.2K | Q1 2026OLDER |
| Bonfire Financial$133M AUM | 0.21% | $274,048 | 1.5K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.20% | $9M | 48.6K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.20% | $4M | 19.8K | Q1 2026OLDER |
| REDW Wealth LLC$251M AUM | 0.20% | $510,793 | 2.8K | Q1 2026OLDER |
| Chatterton & Associates Inc.$143M AUM | 0.20% | $290,654 | 1.5K | Q1 2026OLDER |
| Fiduciary Planning LLC$331M AUM | 0.20% | $668,351 | 3.7K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.20% | $2M | 12.5K | Q1 2026OLDER |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 0.20% | $211,860 | 1.1K | Q4 2025OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.20% | $4M | 19.9K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.20% | $371,911 | 2.0K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.20% | $2M | 9.2K | Q1 2026OLDER |
| STERLING INVESTMENT ADVISORS LLC /ADV$223M AUM | 0.20% | $435,412 | 1.7K | Q2 2026 |
| Lavaca Capital LLC$564M AUM | 0.19% | $1M | 6.1K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.19% | $1M | 5.4K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 0.19% | $326,556 | 1.8K | Q1 2026OLDER |
| Buttonwood Financial Group, LLC$163M AUM | 0.19% | $449,277 | 2.3K | Q3 2025OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 0.19% | $1M | 8.1K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.19% | $6M | 24.7K | Q2 2026 |
| Hoxton Planning & Management, LLC$333M AUM | 0.19% | $639,324 | 3.5K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.19% | $854,171 | 3.4K | Q2 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.19% | $1M | 6.8K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.19% | $712,112 | 3.6K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.19% | $1M | 7.6K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.19% | $415,452 | 2.3K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.19% | $532,751 | 2.9K | Q1 2026OLDER |
| Campion Asset Management$147M AUM | 0.19% | $277,573 | 1.5K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 0.19% | $612,473 | 3.4K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.19% | $2M | 11.0K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.19% | $343,625 | 1.9K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 0.18% | $272,856 | 1.5K | Q1 2026OLDER |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 0.18% | $382,501 | 2.1K | Q1 2026OLDER |
| Amicus Financial Advisors, LLC$363M AUM | 0.18% | $666,537 | 3.7K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.18% | $422,651 | 2.3K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.18% | $2M | 10.1K | Q1 2026OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 0.18% | $317,123 | 1.7K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 0.18% | $217,704 | 1.1K | Q3 2025OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.18% | $347,056 | 1.9K | Q1 2026OLDER |
| Flower City Capital$227M AUM | 0.18% | $408,613 | 1.6K | Q2 2026 |
| Sensible Money, LLC$329M AUM | 0.18% | $580,544 | 3.2K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 0.18% | $237,186 | 1.2K | Q3 2025OLDER |
| Dodds Wealth, LLC$407M AUM | 0.18% | $714,643 | 3.9K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.18% | $2M | 9.8K | Q2 2026 |
| Two West Capital Advisors LLC$189M AUM | 0.17% | $287,917 | 1.4K | Q3 2025OLDER |
| CEERA INVESTMENTS, LLC$228M AUM | 0.17% | $395,496 | 2.2K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.17% | $11M | 59.1K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 0.17% | $670,169 | 3.7K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.17% | $1M | 6.5K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.17% | $751,039 | 4.0K | Q4 2025OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.17% | $263,967 | 1.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.17% | $122M | 669.8K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.17% | $26M | 137.3K | Q1 2026OLDER |
| Integrated Capital Management, LLC$237M AUM | 0.17% | $400,738 | 2.2K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.17% | $3M | 14.4K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.17% | $4M | 23.9K | Q1 2026OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 0.17% | $331,921 | 1.8K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.17% | $6M | 33.0K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.17% | $233,488 | 1.3K | Q1 2026OLDER |
| Columbia Bank$350M AUM | 0.17% | $580,544 | 3.2K | Q1 2026OLDER |
| Daviman Financial, LLC$169M AUM | 0.17% | $279,928 | 1.5K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.17% | $2M | 9.3K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.17% | $7M | 36.8K | Q1 2026OLDER |
| WINCAP FINANCIAL LLC$185M AUM | 0.16% | $302,676 | 1.2K | Q2 2026 |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.16% | $578,107 | 2.7K | Q1 2026OLDER |
| Thoma Capital Management LLC$169M AUM | 0.16% | $276,121 | 1.5K | Q1 2026OLDER |
| HCR Wealth Advisors$964M AUM | 0.16% | $2M | 8.7K | Q1 2026OLDER |
| Broussard Financial Group LLC$125M AUM | 0.16% | $202,646 | 1.1K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.16% | $7M | 37.8K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 0.16% | $881,796 | 3.5K | Q2 2026 |
| V2 Financial group LLC$215M AUM | 0.16% | $344,698 | 1.9K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.16% | $6M | 35.1K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.16% | $3M | 15.3K | Q1 2026OLDER |
| Affiance Financial, LLC$695M AUM | 0.16% | $1M | 4.4K | Q2 2026 |
| CARDEROCK CAPITAL MANAGEMENT INC$456M AUM | 0.16% | $725,161 | 2.9K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.16% | $109M | 598.8K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.16% | $4M | 19.8K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 0.16% | $316,954 | 1.7K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.16% | $435,408 | 2.4K | Q1 2026OLDER |
| ELCO Management Co., LLC$208M AUM | 0.16% | $326,556 | 1.8K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.16% | $2M | 11.8K | Q1 2026OLDER |
| Northside Capital Management, LLC$1.1B AUM | 0.16% | $2M | 9.8K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 0.16% | $341,819 | 1.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.16% | $19M | 107.4K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.16% | $1M | 6.0K | Q3 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.15% | $14M | 76.3K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.15% | $1M | 6.9K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.15% | $525,850 | 2.9K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 0.15% | $784,566 | 3.1K | Q2 2026 |
| Pinnacle Family Advisors, LLC$213M AUM | 0.15% | $350,911 | 1.8K | Q3 2025OLDER |
| Resolute Wealth Strategies, LLC$232M AUM | 0.15% | $354,102 | 2.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.15% | $32M | 176.5K | Q1 2026OLDER |
| Adirondack Capital Advisors, LLC$156M AUM | 0.15% | $232,943 | 1.3K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.15% | $988,641 | 5.0K | Q3 2025OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.15% | $2M | 6.3K | Q2 2026 |
| Powell Investment Advisors, LLC$290M AUM | 0.15% | $432,824 | 2.4K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.15% | $5M | 26.0K | Q1 2026OLDER |
| PRUDENT INVESTORS NETWORK, INC.$459M AUM | 0.15% | $673,975 | 3.7K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 0.15% | $325,830 | 1.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.15% | $552M | 3.04M | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.15% | $353,769 | 1.9K | Q1 2026OLDER |
| CORRADO ADVISORS, LLC$192M AUM | 0.15% | $279,010 | 1.5K | Q1 2026OLDER |
| New Insight Wealth Advisors$279M AUM | 0.15% | $405,837 | 2.2K | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 0.15% | $394,873 | 2.2K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.15% | $865,011 | 4.8K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.14% | $1M | 7.6K | Q1 2026OLDER |
| Verger Capital Management LLC$339M AUM | 0.14% | $487,913 | 2.4K | Q4 2025OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 0.14% | $207,077 | 1.0K | Q4 2025OLDER |
| WealthTrust Asset Management, LLC$167M AUM | 0.14% | $241,480 | 1.3K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.14% | $10M | 55.4K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.14% | $5M | 26.8K | Q1 2026OLDER |
| HT Partners LLC$330M AUM | 0.14% | $473,869 | 2.6K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.14% | $3M | 17.3K | Q1 2026OLDER |
| SIERRA SUMMIT ADVISORS LLC$688M AUM | 0.14% | $972,593 | 5.4K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.14% | $911,419 | 5.0K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.14% | $3M | 13.8K | Q3 2025OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.14% | $3M | 18.4K | Q1 2026OLDER |
| RESOLUTE CAPITAL, LLC$247M AUM | 0.14% | $343,249 | 1.9K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.14% | $1M | 6.1K | Q1 2026OLDER |
| NDWM LLC$154M AUM | 0.14% | $208,666 | 1.0K | Q4 2025OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.14% | $305,874 | 1.7K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.14% | $2M | 11.3K | Q1 2026OLDER |
| WADDELL & ASSOCIATES, LLC$1.8B AUM | 0.14% | $2M | 13.3K | Q1 2026OLDER |
| DUTCH ASSET Corp$149M AUM | 0.14% | $201,920 | 1.1K | Q1 2026OLDER |
| OFS Enterprise LLC$392M AUM | 0.14% | $529,683 | 2.1K | Q2 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.13% | $167M | 920.1K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.13% | $606,849 | 3.3K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.13% | $480,215 | 2.4K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.13% | $907,224 | 4.6K | Q3 2025OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.13% | $5M | 28.0K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.13% | $840,337 | 4.6K | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 0.13% | $725,680 | 4.0K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.13% | $2M | 10.4K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.13% | $6M | 35.4K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.13% | $336,801 | 1.9K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.13% | $8M | 46.7K | Q1 2026OLDER |
| Goodman Advisory Group, LLC$385M AUM | 0.13% | $509,608 | 2.8K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.13% | $4M | 20.9K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.13% | $548,521 | 2.8K | Q3 2025OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.13% | $269,953 | 1.5K | Q1 2026OLDER |
| Live Oak Investment Partners$169M AUM | 0.13% | $219,155 | 1.2K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.13% | $135,450 | 900 | Q2 2026 |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.13% | $365,684 | 1.8K | Q3 2025OLDER |
| COMMERCE BANK$20.7B AUM | 0.13% | $26M | 146.1K | Q1 2026OLDER |
| Taylor Financial Group, Inc.$165M AUM | 0.13% | $217,252 | 1.1K | Q4 2025OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 0.13% | $1M | 5.3K | Q4 2025OLDER |
| Tilson Financial Group, Inc.$333M AUM | 0.13% | $424,201 | 2.3K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.