ISHARES TR
CUSIP 464287804
Ishares Tr has 2,720 institutional holders in Filings Flow’s 13F database, together reporting 556.73M shares worth $67.2B as of Q1 2026. The largest reported holders are Northwestern Mutual Wealth Management Co, Bank Of America Corp /De/, and FMR LLC.
Institutional Holders
2,720
Q1 2026
Reported Value
$67.2B
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 |
|---|---|---|---|---|
| Missouri Education Pension Trust$294M AUM | 51.53% | $151M | 1.22M | Q1 2026OLDER |
| LTG Capital LLC$131M AUM | 20.97% | $27M | 220.8K | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 19.12% | $40M | 322.3K | Q1 2026OLDER |
| Nationwide Fund Advisors$2.3B AUM | 14.60% | $334M | 2.68M | Q1 2026OLDER |
| Arcataur Capital Management LLC$359M AUM | 13.97% | $50M | 403.8K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 13.22% | $58M | 468.1K | Q1 2026OLDER |
| Urban Financial Advisory Corp$283M AUM | 13.03% | $37M | 296.5K | Q1 2026OLDER |
| Fort Henry Capital, LLC$165M AUM | 13.03% | $22M | 173.3K | Q1 2026OLDER |
| C V STARR & CO INC$192M AUM | 12.99% | $25M | 200.5K | Q1 2026OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 12.25% | $57M | 458.7K | Q1 2026OLDER |
| Shoker Investment Counsel, Inc.$337M AUM | 12.09% | $41M | 327.6K | Q1 2026OLDER |
| Fi3 FINANCIAL ADVISORS, LLC$346M AUM | 11.52% | $40M | 321.0K | Q1 2026OLDER |
| Financial Advisors, LLC$564M AUM | 11.11% | $63M | 527.5K | Q3 2025OLDER |
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 11.01% | $16M | 130.6K | Q1 2026OLDER |
| NESTEGG ADVISORS, INC.$114M AUM | 10.91% | $12M | 99.9K | Q1 2026OLDER |
| Starr Indemnity & Liability Co$394M AUM | 10.14% | $40M | 320.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 9.92% | $654M | 5.26M | Q1 2026OLDER |
| Panoramic Capital Partners, LLC$162M AUM | 9.85% | $16M | 128.6K | Q1 2026OLDER |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC$232M AUM | 9.57% | $22M | 178.7K | Q1 2026OLDER |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 9.48% | $20M | 162.8K | Q1 2026OLDER |
| Twin Cities Retirement Group LLC$117M AUM | 9.45% | $11M | 74.4K | Q2 2026 |
| Frontier Asset Management, LLC$477M AUM | 9.36% | $45M | 359.2K | Q1 2026OLDER |
| Colony Family Offices, LLC$406M AUM | 9.30% | $38M | 303.3K | Q1 2026OLDER |
| New England Professional Planning Group Inc.$239M AUM | 9.21% | $22M | 177.3K | Q1 2026OLDER |
| IRONWOOD WEALTH MANAGEMENT, INC.$223M AUM | 9.06% | $20M | 154.7K | Q1 2026OLDER |
| Wealth Care LLC$113M AUM | 8.97% | $10M | 81.2K | Q1 2026OLDER |
| Roth Financial Partners LLC$293M AUM | 8.23% | $24M | 194.1K | Q1 2026OLDER |
| SilverOak Wealth Management LLC$632M AUM | 8.23% | $52M | 418.9K | Q1 2026OLDER |
| Cannon Capital Management, Inc.$123M AUM | 8.10% | $10M | 80.2K | Q1 2026OLDER |
| Inlight Wealth Management, LLC$270M AUM | 8.02% | $22M | 200.4K | Q1 2026OLDER |
| Somnio Financial Group, LLC$169M AUM | 7.98% | $13M | 90.9K | Q2 2026 |
| St. Louis Trust Co$856M AUM | 7.97% | $68M | 549.3K | Q1 2026OLDER |
| Uptown Financial Advisors LLC$126M AUM | 7.92% | $10M | 80.2K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 7.89% | $35M | 254.7K | Q1 2026OLDER |
| Sherman Asset Management, Inc.$109M AUM | 7.84% | $9M | 68.6K | Q1 2026OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 7.83% | $28M | 226.9K | Q1 2026OLDER |
| Park Capital Management, LLC / WI$103M AUM | 7.57% | $8M | 62.5K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 7.47% | $46M | 367.1K | Q1 2026OLDER |
| Richwood Investment Advisors, LLC$130M AUM | 7.20% | $9M | 75.2K | Q1 2026OLDER |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 7.17% | $15M | 121.4K | Q1 2026OLDER |
| TRUEFG, LLC$377M AUM | 7.12% | $27M | 216.1K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 7.10% | $278M | 2.24M | Q1 2026OLDER |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.$185M AUM | 7.00% | $13M | 87.4K | Q2 2026 |
| Townsend Financial Planning, LLC$103M AUM | 6.98% | $7M | 58.0K | Q1 2026OLDER |
| Mullooly Asset Management, Inc.$271M AUM | 6.94% | $19M | 151.2K | Q1 2026OLDER |
| Elk River Wealth Management LLC$602M AUM | 6.93% | $42M | 335.5K | Q1 2026OLDER |
| Berman McAleer LLC$733M AUM | 6.92% | $51M | 408.0K | Q1 2026OLDER |
| Rochester Wealth Strategies, LLC$165M AUM | 6.92% | $11M | 91.8K | Q1 2026OLDER |
| LGL PARTNERS, LLC$243M AUM | 6.90% | $17M | 134.9K | Q1 2026OLDER |
| Coastline Complete Wealth LLC$161M AUM | 6.86% | $11M | 89.0K | Q1 2026OLDER |
| SWF LLC$1.1B AUM | 6.80% | $78M | 627.7K | Q1 2026OLDER |
| Trustees of Dartmouth College$252M AUM | 6.72% | $17M | 136.0K | Q1 2026OLDER |
| Partnership Wealth Management, LLC$131M AUM | 6.67% | $9M | 70.3K | Q1 2026OLDER |
| CJM Wealth Advisers, Ltd.$328M AUM | 6.62% | $22M | 174.9K | Q1 2026OLDER |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 6.57% | $306M | 2.46M | Q1 2026OLDER |
| PENINSULA ASSET MANAGEMENT INC$196M AUM | 6.51% | $13M | 102.5K | Q1 2026OLDER |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 6.48% | $22M | 174.0K | Q1 2026OLDER |
| PROVIDA PENSION FUND ADMINISTRATOR$5.8B AUM | 6.44% | $373M | 3.10M | Q1 2026OLDER |
| Melone Private Wealth, LLC$263M AUM | 6.44% | $17M | 114.0K | Q2 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 6.41% | $18M | 148.2K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 6.38% | $172M | 1.16M | Q2 2026 |
| Magnolia Wealth Management, LLC$172M AUM | 6.35% | $11M | 87.6K | Q1 2026OLDER |
| PACK Private Wealth, LLC$218M AUM | 6.34% | $14M | 111.0K | Q1 2026OLDER |
| Next Level Wealth Planning, LLC$195M AUM | 6.34% | $12M | 99.2K | Q1 2026OLDER |
| Sylvest Advisors, LLC$188M AUM | 6.28% | $12M | 94.9K | Q1 2026OLDER |
| Baron Wealth Management LLC$386M AUM | 6.22% | $24M | 161.7K | Q2 2026 |
| Single Point Partners, LLC$503M AUM | 6.03% | $30M | 243.7K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 5.94% | $281M | 2.14M | Q2 2026 |
| 4Thought Financial Group Inc.$202M AUM | 5.93% | $12M | 96.5K | Q1 2026OLDER |
| jvl associates llc$352M AUM | 5.90% | $21M | 140.3K | Q2 2026 |
| HEADINVEST, LLC$488M AUM | 5.84% | $28M | 228.9K | Q1 2026OLDER |
| Obsidian Personal Planning Solutions LLC$288M AUM | 5.82% | $17M | 142.4K | Q3 2025OLDER |
| UNITED BANK$781M AUM | 5.77% | $45M | 362.7K | Q1 2026OLDER |
| Kure Advisory, LLC$184M AUM | 5.75% | $11M | 85.0K | Q1 2026OLDER |
| Vision Capital Management, Inc.$792M AUM | 5.71% | $45M | 364.0K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 5.70% | $33M | 223.3K | Q2 2026 |
| Whitcomb & Hess, Inc.$463M AUM | 5.70% | $26M | 177.8K | Q2 2026 |
| Catalyst Capital Advisors LLC$5.4B AUM | 5.69% | $306M | 2.46M | Q1 2026OLDER |
| WLTH Capital Management, LLC$156M AUM | 5.69% | $9M | 59.9K | Q2 2026 |
| Topel & Distasi Wealth Management, LLC$193M AUM | 5.68% | $11M | 88.4K | Q1 2026OLDER |
| PLANNING ALTERNATIVES LTD /ADV$775M AUM | 5.66% | $44M | 352.7K | Q1 2026OLDER |
| O'Dell Group, LLC$466M AUM | 5.65% | $26M | 221.4K | Q3 2025OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 5.63% | $14M | 96.7K | Q2 2026 |
| MASON STREET ADVISORS, LLC$1.0B AUM | 5.62% | $57M | 639.0K | Q4 2025OLDER |
| Wealth Architects, LLC$1.1B AUM | 5.61% | $63M | 506.0K | Q1 2026OLDER |
| FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM | 5.54% | $62M | 500.9K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 5.49% | $124M | 999.9K | Q1 2026OLDER |
| hemming& Wealth Management, Inc.$143M AUM | 5.48% | $8M | 63.1K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 5.47% | $6M | 44.6K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 5.45% | $810M | 6.51M | Q1 2026OLDER |
| Omega Financial Group, LLC$308M AUM | 5.39% | $17M | 133.4K | Q1 2026OLDER |
| Northwest Quadrant Wealth Management, LLC$481M AUM | 5.38% | $26M | 208.1K | Q1 2026OLDER |
| Evergreen Advisors, LLC$426M AUM | 5.33% | $23M | 182.6K | Q1 2026OLDER |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 5.30% | $76M | 609.0K | Q1 2026OLDER |
| BRIGHT FINANCIAL ADVISORS, INC.$218M AUM | 5.28% | $12M | 92.8K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 5.27% | $16M | 124.9K | Q1 2026OLDER |
| Planning Project LLC$398M AUM | 5.23% | $21M | 173.3K | Q4 2025OLDER |
| Oakwell Private Wealth Management, LLC$560M AUM | 5.23% | $29M | 235.5K | Q1 2026OLDER |
| Navalign, LLC$396M AUM | 5.21% | $21M | 166.2K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 5.20% | $47M | 379.3K | Q1 2026OLDER |
| Hudock, Inc.$680M AUM | 5.06% | $34M | 276.4K | Q1 2026OLDER |
| Global Wealth Management, LLC$183M AUM | 5.05% | $9M | 74.5K | Q1 2026OLDER |
| BANK OF STOCKTON$323M AUM | 4.93% | $16M | 128.2K | Q1 2026OLDER |
| MUIRFIELD WEALTH ADVISORS LLC$136M AUM | 4.92% | $7M | 53.8K | Q1 2026OLDER |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 4.91% | $6M | 43.1K | Q2 2026 |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 4.91% | $13M | 101.3K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 4.90% | $75M | 606.0K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 4.89% | $67M | 448.7K | Q2 2026 |
| eCIO, Inc.$228M AUM | 4.88% | $11M | 89.3K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 4.87% | $10M | 81.2K | Q1 2026OLDER |
| SARD WEALTH MANAGEMENT GROUP, LLC$184M AUM | 4.85% | $9M | 71.7K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 4.84% | $7M | 57.7K | Q1 2026OLDER |
| ARROW FINANCIAL CORP$994M AUM | 4.82% | $48M | 385.5K | Q1 2026OLDER |
| May Barnhard Investments LLC$206M AUM | 4.79% | $10M | 79.4K | Q1 2026OLDER |
| Corecam Pte. Ltd.$231M AUM | 4.78% | $11M | 88.7K | Q1 2026OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 4.75% | $84M | 679.7K | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 4.66% | $36M | 286.9K | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 4.65% | $18M | 145.8K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 4.63% | $18M | 141.1K | Q1 2026OLDER |
| Cooke Wealth Management, LLC$113M AUM | 4.62% | $5M | 41.9K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 4.62% | $20M | 159.8K | Q1 2026OLDER |
| Newton One Investments LLC$368M AUM | 4.59% | $17M | 136.1K | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 4.58% | $11M | 90.7K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 4.58% | $30M | 204.1K | Q2 2026 |
| Round Rock Advisors LLC$654M AUM | 4.55% | $30M | 239.0K | Q1 2026OLDER |
| WEST PACES ADVISORS INC.$516M AUM | 4.54% | $23M | 188.7K | Q1 2026OLDER |
| Granite Bay Wealth Management, LLC$470M AUM | 4.54% | $21M | 171.9K | Q1 2026OLDER |
| North Berkeley Wealth Management, LLC$189M AUM | 4.54% | $9M | 69.1K | Q1 2026OLDER |
| Jeter Robert S II$100M AUM | 4.47% | $4M | 32.5K | Q1 2026OLDER |
| Legacy Advisors, LLC$848M AUM | 4.46% | $38M | 304.0K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 4.45% | $83M | 664.3K | Q1 2026OLDER |
| MRP Capital Investments, LLC$115M AUM | 4.37% | $5M | 40.4K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 4.34% | $23M | 184.0K | Q1 2026OLDER |
| Lynch Investment Planning, LLC$111M AUM | 4.34% | $5M | 38.9K | Q1 2026OLDER |
| CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM | 4.33% | $7M | 58.5K | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 4.33% | $7M | 58.9K | Q1 2026OLDER |
| Neumann Capital Management, LLC$340M AUM | 4.32% | $15M | 118.0K | Q1 2026OLDER |
| FFT WEALTH MANAGEMENT LLC$552M AUM | 4.32% | $24M | 191.9K | Q1 2026OLDER |
| CBM Financial, LLC$160M AUM | 4.32% | $7M | 50.8K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 4.30% | $35M | 281.5K | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 4.30% | $46M | 310.6K | Q2 2026 |
| Counterweight Ventures, LLC$178M AUM | 4.29% | $8M | 61.6K | Q1 2026OLDER |
| RKL Wealth Management LLC$1.1B AUM | 4.28% | $48M | 382.2K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 4.25% | $36M | 240.4K | Q2 2026 |
| Sunflower Bank, N.A.$392M AUM | 4.25% | $17M | 134.1K | Q1 2026OLDER |
| Corecam AG$117M AUM | 4.22% | $5M | 39.9K | Q1 2026OLDER |
| CONQUIS FINANCIAL LLC$121M AUM | 4.17% | $5M | 37.1K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 4.16% | $151M | 1.21M | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 4.16% | $42M | 282.8K | Q2 2026 |
| Alaska Wealth Advisors, LLC$833M AUM | 4.13% | $34M | 276.6K | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 4.12% | $5M | 39.9K | Q1 2026OLDER |
| ESL Trust Services, LLC$524M AUM | 4.07% | $21M | 171.5K | Q1 2026OLDER |
| Circle Wealth Management, LLC$7.0B AUM | 4.06% | $285M | 2.29M | Q1 2026OLDER |
| BostonPremier Wealth LLC$194M AUM | 4.05% | $8M | 63.1K | Q1 2026OLDER |
| IFS Advisors, LLC$194M AUM | 4.05% | $8M | 63.3K | Q1 2026OLDER |
| Bryant Woods Investment Advisors, LLC$272M AUM | 4.04% | $11M | 88.3K | Q1 2026OLDER |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 4.03% | $59M | 477.7K | Q1 2026OLDER |
| Campion Asset Management$147M AUM | 4.03% | $6M | 47.8K | Q1 2026OLDER |
| Stephenson & Company, Inc.$184M AUM | 4.01% | $7M | 59.5K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 3.99% | $7M | 58.8K | Q1 2026OLDER |
| Liquid Strategies, LLC$465M AUM | 3.99% | $19M | 149.3K | Q1 2026OLDER |
| MTC Wealth Management LLC$211M AUM | 3.98% | $8M | 67.4K | Q1 2026OLDER |
| Pachira Investments Inc.$214M AUM | 3.98% | $9M | 68.4K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 3.97% | $8M | 52.5K | Q2 2026 |
| Sage Advisory Services, Ltd.Co.$183M AUM | 3.97% | $7M | 60.6K | Q4 2025OLDER |
| Global Trust Wealth Management LLC$132M AUM | 3.96% | $5M | 42.1K | Q1 2026OLDER |
| AtlasMark Financial, Inc$155M AUM | 3.96% | $6M | 51.0K | Q1 2026OLDER |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 3.96% | $28M | 226.9K | Q1 2026OLDER |
| Trifecta Capital Advisors, LLC$646M AUM | 3.94% | $25M | 204.7K | Q1 2026OLDER |
| Hiley Hunt Wealth Management$253M AUM | 3.93% | $10M | 67.1K | Q2 2026 |
| First Financial Bank - Trust Division$1.4B AUM | 3.87% | $54M | 366.2K | Q2 2026 |
| Aspetuck Financial Management LLC$146M AUM | 3.85% | $6M | 45.2K | Q1 2026OLDER |
| Twele Capital Management, Inc.$561M AUM | 3.85% | $22M | 173.6K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 3.83% | $6M | 44.7K | Q1 2026OLDER |
| Vericrest Private Wealth$111M AUM | 3.79% | $4M | 34.0K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 3.78% | $26M | 212.2K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 3.78% | $25M | 188.6K | Q1 2026OLDER |
| Beirne Wealth Consulting Services, LLC$354M AUM | 3.77% | $13M | 107.3K | Q1 2026OLDER |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 3.76% | $6M | 46.6K | Q1 2026OLDER |
| Latko Wealth Management, Ltd.$205M AUM | 3.74% | $8M | 61.6K | Q1 2026OLDER |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 3.74% | $12M | 80.5K | Q2 2026 |
| Integras Partners LLC$152M AUM | 3.73% | $6M | 45.6K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 3.72% | $16M | 126.2K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 3.68% | $10M | 70.0K | Q2 2026 |
| HARBOR ADVISORY CORP /MA/$333M AUM | 3.68% | $12M | 98.5K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 3.66% | $14M | 108.7K | Q1 2026OLDER |
| First National Bank of Hutchinson$157M AUM | 3.66% | $6M | 46.1K | Q1 2026OLDER |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 3.66% | $69M | 556.9K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 3.64% | $7M | 54.3K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 3.62% | $14M | 114.6K | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 3.62% | $8M | 52.0K | Q2 2026 |
| Split Rock Private Trading & Wealth Management, LLC$129M AUM | 3.62% | $5M | 37.6K | Q1 2026OLDER |
| Pathway Financial Advisors LLC$857M AUM | 3.59% | $31M | 210.3K | Q2 2026 |
| 1015 Capital Partners, LLC$103M AUM | 3.58% | $4M | 29.6K | Q1 2026OLDER |
| Members Trust Co$3.0B AUM | 3.58% | $108M | 866.3K | Q1 2026OLDER |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 3.56% | $55M | 439.6K | Q1 2026OLDER |
| VERUS WEALTH MANAGEMENT, LLC$108M AUM | 3.56% | $4M | 30.9K | Q1 2026OLDER |
| EFG Private Wealth Management (Americas) Corp.$579M AUM | 3.56% | $21M | 173.5K | Q3 2025OLDER |
| Klingman & Associates, LLC$2.1B AUM | 3.53% | $74M | 592.8K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 3.52% | $64M | 537.1K | Q3 2025OLDER |
| FORTRESS FINANCIAL GROUP, LLC$135M AUM | 3.51% | $5M | 38.2K | Q1 2026OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 3.48% | $42M | 336.1K | Q1 2026OLDER |
| Post Resch Tallon Group Inc.$145M AUM | 3.47% | $5M | 33.8K | Q2 2026 |
| FLAGSTAR ADVISORS INC$276M AUM | 3.46% | $10M | 76.9K | Q1 2026OLDER |
| CIM INVESTMENT MANAGEMENT INC$375M AUM | 3.46% | $13M | 104.4K | Q1 2026OLDER |
| Ally Invest Advisors Inc.$1.5B AUM | 3.45% | $51M | 412.1K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 3.44% | $49M | 327.5K | Q2 2026 |
| Vestwell Advisors, LLC$365M AUM | 3.42% | $13M | 100.6K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 3.40% | $5M | 39.4K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 3.40% | $4M | 30.5K | Q1 2026OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 3.35% | $81M | 650.9K | Q1 2026OLDER |
| TKG Advisors, LLC$242M AUM | 3.33% | $8M | 64.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 3.32% | $5.4B | 43.44M | Q1 2026OLDER |
| Madison Park Capital Advisors, LLC$140M AUM | 3.32% | $5M | 56.1K | Q2 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 3.31% | $36M | 309.1K | Q4 2025OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 3.30% | $31M | 248.3K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 3.29% | $19M | 156.1K | Q1 2026OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 3.28% | $33M | 270.0K | Q1 2026OLDER |
| Bristlecone Value Partners, LLC$114M AUM | 3.25% | $4M | 29.7K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 3.24% | $499M | 4.01M | Q1 2026OLDER |
| Parkway Wealth Management Group, LLC$791M AUM | 3.24% | $26M | 195.8K | Q1 2026OLDER |
| MERIDIAN MANAGEMENT CO$402M AUM | 3.23% | $13M | 104.4K | Q1 2026OLDER |
| Maple Capital Management, Inc.$1.5B AUM | 3.22% | $48M | 387.5K | Q1 2026OLDER |
| HORAN Wealth, LLC$1.1B AUM | 3.20% | $34M | 279.5K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 3.19% | $5M | 32.5K | Q2 2026 |
| Aspect Partners, LLC$245M AUM | 3.18% | $8M | 62.6K | Q1 2026OLDER |
| Legacy Wealth Management, LLC$1.9B AUM | 3.18% | $61M | 409.3K | Q2 2026 |
| Ramiah Investment Group$275M AUM | 3.17% | $448,805 | 4.1K | Q1 2026OLDER |
| Summit Financial Strategies, Inc.$1.3B AUM | 3.17% | $40M | 323.5K | Q1 2026OLDER |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 3.17% | $27M | 215.8K | Q1 2026OLDER |
| JHP Wealth Management, LLC$105M AUM | 3.17% | $3M | 26.6K | Q1 2026OLDER |
| FORM Wealth Advisors, LLC$854M AUM | 3.16% | $27M | 217.1K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 3.16% | $195M | 1.57M | Q1 2026OLDER |
| Ironwood Wealth Management, LLC.$349M AUM | 3.15% | $11M | 88.2K | Q1 2026OLDER |
| Alliance Private Wealth, LLC$288M AUM | 3.14% | $9M | 61.0K | Q2 2026 |
| One Day In July LLC$1.2B AUM | 3.09% | $39M | 310.4K | Q1 2026OLDER |
| AMARA FINANCIAL, LLC.$145M AUM | 3.09% | $4M | 36.0K | Q1 2026OLDER |
| Lee-Kelleher Wealth Management$168M AUM | 3.07% | $5M | 41.6K | Q1 2026OLDER |
| REBALANCE, LLC$1.7B AUM | 3.06% | $53M | 424.5K | Q1 2026OLDER |
| Summit Asset Management, LLC$719M AUM | 3.06% | $22M | 176.7K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 3.04% | $621M | 4.99M | Q1 2026OLDER |
| Sound Stewardship, LLC$218M AUM | 3.04% | $7M | 53.4K | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 3.02% | $21M | 167.7K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 3.01% | $57M | 456.7K | Q1 2026OLDER |
| Coign Capital Advisors LLC$190M AUM | 3.00% | $6M | 46.0K | Q1 2026OLDER |
| Adirondack Capital Advisors, LLC$156M AUM | 2.98% | $5M | 37.4K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 2.96% | $16M | 105.3K | Q2 2026 |
| CUMBERLAND ADVISORS INC$255M AUM | 2.95% | $8M | 60.7K | Q1 2026OLDER |
| Harbor Group, Inc.$692M AUM | 2.95% | $20M | 164.3K | Q1 2026OLDER |
| Aureum Wealth Management, LLC$144M AUM | 2.92% | $4M | 33.8K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 2.92% | $17M | 134.5K | Q1 2026OLDER |
| TMB Capital Partners, LLC$297M AUM | 2.91% | $9M | 69.7K | Q1 2026OLDER |
| TrustBank$258M AUM | 2.91% | $7M | 60.3K | Q1 2026OLDER |
| ASL Financial, LLC$125M AUM | 2.90% | $4M | 29.2K | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 2.90% | $9M | 69.2K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 2.88% | $19M | 153.9K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 2.87% | $9M | 57.4K | Q2 2026 |
| Acumen Wealth Advisors, LLC$372M AUM | 2.85% | $11M | 85.1K | Q1 2026OLDER |
| Delta Wealth Advisors LLC$131M AUM | 2.84% | $4M | 30.1K | Q1 2026OLDER |
| Francis Financial, Inc.$539M AUM | 2.83% | $15M | 123.0K | Q1 2026OLDER |
| Presper Financial Architects, LLC$168M AUM | 2.83% | $5M | 38.4K | Q1 2026OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 2.83% | $7M | 52.6K | Q1 2026OLDER |
| WestEnd Advisors, LLC$4.1B AUM | 2.81% | $117M | 937.3K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 2.81% | $581M | 4.89M | Q3 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 2.78% | $3M | 26.0K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 2.76% | $6M | 46.7K | Q1 2026OLDER |
| KFA Private Wealth Group, LLC$417M AUM | 2.73% | $11M | 91.6K | Q1 2026OLDER |
| Human Investing LLC$687M AUM | 2.73% | $19M | 150.9K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 2.71% | $13M | 107.4K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 2.71% | $5M | 39.6K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 2.71% | $104M | 838.0K | Q1 2026OLDER |
| PEOPLES BANK /OH$163M AUM | 2.70% | $4M | 35.3K | Q1 2026OLDER |
| Live Oak Investment Partners$169M AUM | 2.69% | $4M | 34.1K | Q3 2025OLDER |
| First Bank & Trust$680M AUM | 2.68% | $18M | 122.9K | Q2 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 2.67% | $8M | 63.4K | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 2.66% | $5M | 42.5K | Q1 2026OLDER |
| Kagan Cocozza Asset Management$142M AUM | 2.65% | $4M | 30.3K | Q1 2026OLDER |
| SHEPHERD KAPLAN KROCHUK, LLC$119M AUM | 2.64% | $3M | 25.3K | Q1 2026OLDER |
| Journey Beyond Wealth, LLC$116M AUM | 2.64% | $3M | 24.7K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 2.64% | $63M | 506.2K | Q1 2026OLDER |
| DBK Financial Counsel, LLC$132M AUM | 2.64% | $3M | 28.0K | Q2 2026 |
| Pine Ridge Advisers LLC$1.6B AUM | 2.63% | $43M | 344.3K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 2.63% | $26M | 205.4K | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 2.62% | $10M | 78.9K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 2.62% | $3M | 26.7K | Q1 2026OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 2.61% | $25M | 198.2K | Q1 2026OLDER |
| Vishria Bird Financial Group, LLC$510M AUM | 2.61% | $13M | 112.0K | Q3 2025OLDER |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 2.61% | $16M | 129.8K | Q1 2026OLDER |
| Heritage Investment Group, Inc.$661M AUM | 2.61% | $17M | 138.6K | Q1 2026OLDER |
| Wallington Asset Management, LLC$752M AUM | 2.61% | $20M | 157.7K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 2.60% | $11M | 90.2K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 2.58% | $165M | 1.32M | Q1 2026OLDER |
| SYNTAX RESEARCH, INC.$157M AUM | 2.56% | $4M | 32.3K | Q1 2026OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 2.55% | $9M | 74.1K | Q1 2026OLDER |
| Bay Capital Advisors, LLC$162M AUM | 2.51% | $4M | 32.7K | Q1 2026OLDER |
| STAR Financial Bank$212M AUM | 2.49% | $5M | 42.5K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 2.49% | $33M | 264.7K | Q1 2026OLDER |
| STERLING INVESTMENT ADVISORS LLC /ADV$223M AUM | 2.48% | $6M | 37.2K | Q2 2026 |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 2.46% | $14M | 110.1K | Q1 2026OLDER |
| Causey Wealth LLC$205M AUM | 2.44% | $5M | 42.1K | Q1 2026OLDER |
| Orin Green Financial, LLC$244M AUM | 2.44% | $6M | 47.9K | Q1 2026OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 2.44% | $19M | 152.6K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 2.42% | $17M | 137.6K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 2.40% | $26M | 211.7K | Q1 2026OLDER |
| Granite FO LLC$169M AUM | 2.40% | $4M | 32.6K | Q1 2026OLDER |
| Shulman DeMeo Asset Management LLC$535M AUM | 2.40% | $13M | 86.4K | Q2 2026 |
| Conservest Capital Advisors, Inc.$1.1B AUM | 2.39% | $26M | 212.4K | Q1 2026OLDER |
| BLB&B Advisors, LLC$2.4B AUM | 2.39% | $58M | 465.8K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 2.38% | $19M | 156.2K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 2.38% | $8M | 68.3K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 2.37% | $8M | 65.3K | Q1 2026OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 2.37% | $5M | 37.6K | Q1 2026OLDER |
| Winthrop Partners - WNY, LLC$188M AUM | 2.36% | $4M | 35.7K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 2.36% | $19M | 149.0K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 2.36% | $3M | 21.6K | Q1 2026OLDER |
| ENZI WEALTH$288M AUM | 2.34% | $7M | 54.2K | Q1 2026OLDER |
| Mann Financial Group, Inc.$106M AUM | 2.33% | $2M | 19.9K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 2.32% | $13M | 101.5K | Q1 2026OLDER |
| Alpha Financial Partners LLC$169M AUM | 2.31% | $4M | 31.4K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 2.30% | $18M | 141.1K | Q1 2026OLDER |
| Greenfield Savings Bank$264M AUM | 2.28% | $6M | 40.5K | Q2 2026 |
| Resolute Advisors LLC$242M AUM | 2.27% | $5M | 44.2K | Q1 2026OLDER |
| Provident Wealth Management, LLC$331M AUM | 2.27% | $8M | 60.4K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 2.27% | $35M | 282.6K | Q1 2026OLDER |
| Gallagher Capital Advisors, LLC$148M AUM | 2.26% | $3M | 27.0K | Q1 2026OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 2.26% | $167M | 1.34M | Q1 2026OLDER |
| Waterway Wealth Management, LLC$452M AUM | 2.25% | $10M | 94.6K | Q1 2026OLDER |
| G&S Capital LLC$285M AUM | 2.25% | $6M | 51.6K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 2.23% | $9M | 74.0K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 2.22% | $8M | 68.5K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 2.22% | $40M | 318.6K | Q1 2026OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 2.21% | $12M | 97.6K | Q4 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 2.21% | $7M | 49.6K | Q2 2026 |
| Peak Financial Management, Inc.$394M AUM | 2.20% | $9M | 69.8K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 2.18% | $39M | 295.6K | Q1 2026OLDER |
| Accretive Wealth Partners, LLC$356M AUM | 2.18% | $8M | 62.3K | Q1 2026OLDER |
| Woodside Wealth Management LLC$128M AUM | 2.18% | $3M | 22.4K | Q1 2026OLDER |
| Expressive Wealth LLC$105M AUM | 2.17% | $2M | 16.4K | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 2.16% | $23M | 183.1K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 2.15% | $7M | 55.2K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 2.15% | $55M | 371.7K | Q2 2026 |
| Carl P. Sherr & Co., LLC$213M AUM | 2.14% | $5M | 36.7K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 2.14% | $5M | 41.4K | Q1 2026OLDER |
| Boyd Wealth Management, LLC$236M AUM | 2.13% | $5M | 40.6K | Q1 2026OLDER |
| RoundAngle Advisors LLC$134M AUM | 2.12% | $3M | 22.8K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 2.12% | $30M | 241.0K | Q1 2026OLDER |
| Baron Financial Group, LLC$210M AUM | 2.11% | $4M | 29.9K | Q2 2026 |
| Transcendent Capital Group LLC$219M AUM | 2.11% | $5M | 37.3K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 2.11% | $3M | 22.2K | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 2.11% | $12M | 98.9K | Q1 2026OLDER |
| Triangle Securities Wealth Management$441M AUM | 2.10% | $9M | 74.6K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 2.10% | $175M | 1.41M | Q1 2026OLDER |
| ANB BANK$247M AUM | 2.08% | $5M | 41.5K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 2.08% | $54M | 397.8K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 2.06% | $19M | 151.3K | Q1 2026OLDER |
| Summit Place Financial Advisors, LLC$208M AUM | 2.05% | $4M | 34.3K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 2.05% | $106M | 856.5K | Q1 2026OLDER |
| Intrinsic Value Partners, LLC$130M AUM | 2.04% | $3M | 21.3K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 2.04% | $21M | 170.4K | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 2.02% | $5M | 38.8K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 2.01% | $13M | 105.0K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 2.00% | $4M | 35.2K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 1.99% | $5M | 37.7K | Q1 2026OLDER |
| SENTINEL WEALTH MANAGEMENT, INC.$125M AUM | 1.98% | $2M | 19.9K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 1.97% | $12M | 104.1K | Q3 2025OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 1.97% | $20M | 161.0K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 1.97% | $45M | 362.2K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 1.97% | $34M | 271.0K | Q1 2026OLDER |
| Towercrest Capital Management$642M AUM | 1.97% | $13M | 101.5K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 1.96% | $5M | 39.5K | Q1 2026OLDER |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$671M AUM | 1.96% | $13M | 106.0K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 1.96% | $27M | 216.6K | Q1 2026OLDER |
| TPG Advisors LLC$160M AUM | 1.95% | $3M | 25.2K | Q1 2026OLDER |
| Aristides Capital LLC$462M AUM | 1.95% | $9M | 72.4K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 1.95% | $960M | 7.72M | Q1 2026OLDER |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 1.95% | $4M | 32.1K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 1.94% | $12M | 81.4K | Q2 2026 |
| Nordwand Advisors, LLC$572M AUM | 1.93% | $11M | 90.6K | Q1 2026OLDER |
| Innovative Wealth Building LLC$142M AUM | 1.93% | $3M | 22.1K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 1.93% | $50M | 335.5K | Q2 2026 |
| Canvas Wealth Advisors, LLC$588M AUM | 1.93% | $11M | 91.3K | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 1.92% | $8M | 56.6K | Q2 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 1.90% | $14M | 113.2K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 1.89% | $241M | 1.94M | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 1.89% | $4M | 32.7K | Q1 2026OLDER |
| INVENIO WEALTH PARTNERS LLC$252M AUM | 1.89% | $5M | 38.2K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 1.88% | $5M | 36.7K | Q1 2026OLDER |
| Tempo Wealth, LLC$573M AUM | 1.88% | $11M | 86.8K | Q1 2026OLDER |
| Next Capital Management LLC$330M AUM | 1.87% | $6M | 49.7K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 1.87% | $3M | 20.9K | Q1 2026OLDER |
| Performa Ltd (US), LLC$442M AUM | 1.87% | $8M | 66.4K | Q1 2026OLDER |
| Destiny Capital Corp/CO$188M AUM | 1.86% | $3M | 28.0K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 1.85% | $3M | 28.0K | Q2 2026 |
| Mascoma Wealth Management LLC$484M AUM | 1.85% | $9M | 71.9K | Q1 2026OLDER |
| Aft, Forsyth & Sober, LLC$328M AUM | 1.85% | $6M | 48.7K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 1.84% | $22M | 173.8K | Q1 2026OLDER |
| Legacy Trust$522M AUM | 1.84% | $10M | 77.4K | Q1 2026OLDER |
| BXM Wealth LLC$130M AUM | 1.83% | $2M | 19.1K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 1.83% | $199M | 1.60M | Q1 2026OLDER |
| Lakeshore Financial Planning, Inc.$276M AUM | 1.82% | $5M | 40.5K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 1.82% | $57M | 457.1K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 1.82% | $5M | 34.1K | Q2 2026 |
| Yanni & Associates Investment Advisors, LLC$108M AUM | 1.81% | $2M | 13.2K | Q2 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD.$328M AUM | 1.81% | $6M | 47.8K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 1.81% | $7M | 58.9K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 1.80% | $10M | 83.7K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 1.79% | $8M | 61.5K | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 1.79% | $14M | 111.7K | Q1 2026OLDER |
| J. R. Prunier Capital Management LLC$235M AUM | 1.79% | $4M | 33.8K | Q2 2026 |
| Centennial Bank/AR/$279M AUM | 1.78% | $5M | 40.0K | Q1 2026OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 1.77% | $3M | 24.4K | Q1 2026OLDER |
| Etesian Wealth Advisors, Inc.$313M AUM | 1.77% | $6M | 44.7K | Q1 2026OLDER |
| Hudson Oak Wealth Advisory LLC$115M AUM | 1.77% | $2M | 16.4K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 1.77% | $408M | 3.28M | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 1.76% | $18M | 128.7K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 1.75% | $5M | 42.3K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 1.74% | $477M | 3.84M | Q1 2026OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 1.73% | $6M | 49.6K | Q1 2026OLDER |
| Crestmont Private Wealth LLC$317M AUM | 1.73% | $5M | 44.2K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 1.70% | $4M | 33.9K | Q1 2026OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 1.69% | $7M | 54.3K | Q1 2026OLDER |
| Ascent Capital Management, LLC$125M AUM | 1.69% | $2M | 17.8K | Q3 2025OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 1.68% | $4M | 30.6K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 1.68% | $14M | 113.7K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 1.67% | $11M | 88.2K | Q1 2026OLDER |
| HCR Wealth Advisors$964M AUM | 1.67% | $16M | 129.3K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 1.66% | $8M | 63.2K | Q1 2026OLDER |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 1.66% | $4M | 28.3K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 1.65% | $3M | 21.6K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 1.64% | $4M | 28.3K | Q1 2026OLDER |
| Fluent Financial, LLC$280M AUM | 1.64% | $5M | 31.0K | Q2 2026 |
| Astra Wealth Partners LLC$168M AUM | 1.64% | $3M | 22.1K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 1.64% | $33M | 264.6K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 1.63% | $9M | 73.6K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 1.62% | $24M | 195.2K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 1.62% | $19M | 163.3K | Q3 2025OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 1.62% | $17M | 117.6K | Q2 2026 |
| Palumbo Wealth Management LLC$410M AUM | 1.62% | $7M | 53.4K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 1.62% | $49M | 391.7K | Q1 2026OLDER |
| CAMDEN NATIONAL BANK$739M AUM | 1.62% | $12M | 96.1K | Q1 2026OLDER |
| Fusion Family Wealth, LLC$1.3B AUM | 1.61% | $22M | 173.9K | Q1 2026OLDER |
| Kassira Wealth Management LLC$109M AUM | 1.61% | $2M | 14.1K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 1.60% | $24M | 191.8K | Q1 2026OLDER |
| Midwest Financial Group LLC$234M AUM | 1.60% | $4M | 30.2K | Q1 2026OLDER |
| Flavin Financial Services, Inc.$149M AUM | 1.60% | $2M | 19.1K | Q1 2026OLDER |
| Tarbox Family Office, Inc.$616M AUM | 1.59% | $10M | 78.8K | Q1 2026OLDER |
| Mullaney, Keating & Wright, Inc.$184M AUM | 1.59% | $3M | 23.6K | Q1 2026OLDER |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 1.59% | $4M | 32.1K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 1.58% | $3M | 21.5K | Q1 2026OLDER |
| SMITH SHELLNUT WILSON LLC /ADV$260M AUM | 1.58% | $4M | 34.6K | Q3 2025OLDER |
| Simmons Bank$1.5B AUM | 1.58% | $24M | 189.5K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 1.58% | $60M | 403.9K | Q2 2026 |
| AMES NATIONAL CORP$167M AUM | 1.58% | $3M | 21.1K | Q1 2026OLDER |
| Keenan, LLC$119M AUM | 1.58% | $2M | 15.1K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 1.57% | $16M | 107.7K | Q2 2026 |
| Madden Advisory Services, Inc.$254M AUM | 1.57% | $4M | 32.1K | Q1 2026OLDER |
| TFO Wealth Partners, LLC$735M AUM | 1.56% | $11M | 92.4K | Q1 2026OLDER |
| Wela Strategies, Inc.$264M AUM | 1.56% | $4M | 34.6K | Q3 2025OLDER |
| SkyOak Wealth, LLC$546M AUM | 1.56% | $9M | 68.5K | Q1 2026OLDER |
| Marble Wealth, LLC$571M AUM | 1.56% | $9M | 71.5K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 1.55% | $4M | 28.5K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 1.54% | $26M | 193.4K | Q1 2026OLDER |
| Invera Wealth Advisors, LLC$156M AUM | 1.53% | $2M | 19.2K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 1.53% | $74M | 598.2K | Q1 2026OLDER |
| Marin Bay Wealth Advisors, LLC$166M AUM | 1.52% | $3M | 20.3K | Q1 2026OLDER |
| EQ LLC$355M AUM | 1.51% | $5M | 43.2K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 1.51% | $29M | 233.6K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 1.51% | $5M | 36.8K | Q1 2026OLDER |
| Hudson Capital Management LLC$387M AUM | 1.50% | $6M | 46.8K | Q1 2026OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 1.50% | $5M | 38.8K | Q1 2026OLDER |
| David J Yvars Group$212M AUM | 1.50% | $3M | 21.4K | Q2 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 1.49% | $4M | 32.6K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 1.49% | $11M | 90.9K | Q1 2026OLDER |
| RiverGlades Family Offices LLC$170M AUM | 1.49% | $3M | 20.4K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 1.49% | $3M | 22.6K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 1.49% | $270M | 2.17M | Q1 2026OLDER |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 1.49% | $2M | 16.5K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 1.48% | $28M | 227.3K | Q1 2026OLDER |
| Serenus Wealth Advisors, LLC$501M AUM | 1.48% | $7M | 59.7K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 1.47% | $26M | 211.9K | Q1 2026OLDER |
| MKD WEALTH COACHES, LLC$102M AUM | 1.46% | $1M | 12.0K | Q1 2026OLDER |
| Capital Planning LLC$307M AUM | 1.46% | $4M | 36.1K | Q1 2026OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 1.44% | $2M | 13.0K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 1.44% | $4M | 28.2K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 1.44% | $9M | 69.4K | Q1 2026OLDER |
| Joel Adams & Associates, Inc.$135M AUM | 1.43% | $2M | 15.5K | Q1 2026OLDER |
| ALPHA CAPITAL ADVISORS INC /ADV$105M AUM | 1.43% | $2M | 12.1K | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 1.42% | $8M | 60.8K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 1.41% | $4M | 33.1K | Q1 2026OLDER |
| Sherman Wealth Management LLC$133M AUM | 1.41% | $2M | 12.6K | Q2 2026 |
| McGuire Investment Group, LLC$885M AUM | 1.41% | $12M | 100.3K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 1.40% | $16M | 132.1K | Q1 2026OLDER |
| Dougherty Wealth Advisers LLC$158M AUM | 1.40% | $2M | 17.7K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 1.39% | $226M | 1.82M | Q1 2026OLDER |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 1.39% | $13M | 101.3K | Q1 2026OLDER |
| Astoria Strategic Wealth, Inc.$394M AUM | 1.39% | $5M | 43.9K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 1.38% | $3M | 26.4K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 1.38% | $245M | 1.97M | Q1 2026OLDER |
| Alliance Wealth Management Group$457M AUM | 1.38% | $6M | 50.7K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 1.38% | $6M | 49.7K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.