ISHARES TR
CUSIP 464288414
Ishares Tr has 1,617 institutional holders in Filings Flow’s 13F database, together reporting 354.79M shares worth $35.1B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, FMR LLC, and Envestnet Asset Management Inc.
Institutional Holders
1,617
Q1 2026
Reported Value
$35.1B
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 |
|---|---|---|---|---|
| Atlatl Advisers LLC$135M AUM | 20.54% | $28M | 260.8K | Q1 2026OLDER |
| VERUS WEALTH MANAGEMENT, LLC$108M AUM | 12.39% | $13M | 125.8K | Q1 2026OLDER |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 10.61% | $16M | 150.8K | Q1 2026OLDER |
| Liquid Strategies, LLC$465M AUM | 7.57% | $35M | 331.9K | Q1 2026OLDER |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 7.55% | $13M | 124.0K | Q1 2026OLDER |
| Altura Wealth Advisors Inc.$229M AUM | 7.24% | $17M | 156.2K | Q1 2026OLDER |
| PRAIRIEVIEW WEALTH PARTNERS, LLC$122M AUM | 7.08% | $9M | 81.4K | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 6.69% | $21M | 199.4K | Q4 2025OLDER |
| ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM | 6.18% | $12M | 109.4K | Q3 2025OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 6.18% | $30M | 284.2K | Q1 2026OLDER |
| Orgel Wealth Management, LLC$4.6B AUM | 6.12% | $284M | 2.68M | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 5.96% | $44M | 409.2K | Q1 2026OLDER |
| Nolet Wealth Management, LLC$176M AUM | 5.89% | $11M | 98.6K | Q4 2025OLDER |
| 21 West Wealth Management LLC$108M AUM | 5.66% | $6M | 57.4K | Q1 2026OLDER |
| BCO Wealth Management LLC$166M AUM | 5.42% | $9M | 85.0K | Q1 2026OLDER |
| Lindenwold Advisors, INC$212M AUM | 5.31% | $11M | 105.5K | Q4 2025OLDER |
| Cardinal Strategic Wealth Guidance$379M AUM | 4.97% | $19M | 177.4K | Q1 2026OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 4.92% | $19M | 175.4K | Q1 2026OLDER |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 4.74% | $88M | 830.1K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 4.67% | $171M | 1.61M | Q1 2026OLDER |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 4.60% | $18M | 168.8K | Q1 2026OLDER |
| Veratis Advisors, Inc.$126M AUM | 4.56% | $6M | 53.1K | Q4 2025OLDER |
| CHESAPEAKE CAPITAL CORP /IL/$139M AUM | 4.56% | $6M | 59.5K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 4.43% | $81M | 767.5K | Q1 2026OLDER |
| Financial Planning Fort Collins, LLC$133M AUM | 4.40% | $6M | 54.7K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 4.38% | $11M | 100.2K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 4.37% | $9M | 86.2K | Q1 2026OLDER |
| Heritage Wealth Management, Inc./Texas$234M AUM | 4.32% | $10M | 95.2K | Q1 2026OLDER |
| NORTH DALLAS BANK & TRUST CO$148M AUM | 4.29% | $6M | 59.7K | Q1 2026OLDER |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 4.22% | $38M | 360.5K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 4.21% | $35M | 326.9K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 4.18% | $12M | 117.5K | Q1 2026OLDER |
| Waterway Wealth Management, LLC$452M AUM | 4.12% | $19M | 175.7K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 4.05% | $12M | 109.2K | Q1 2026OLDER |
| Sincerus Advisory, LLC$147M AUM | 3.96% | $6M | 54.2K | Q2 2026 |
| K2 Financial Inc.$138M AUM | 3.93% | $5M | 50.4K | Q1 2026OLDER |
| Weitzel Financial Services, Inc.$265M AUM | 3.74% | $10M | 93.5K | Q1 2026OLDER |
| Somnio Financial Group, LLC$169M AUM | 3.70% | $6M | 58.0K | Q2 2026 |
| Orin Green Financial, LLC$244M AUM | 3.68% | $9M | 84.4K | Q1 2026OLDER |
| Retirement Investment Advisors, Inc.$1.2B AUM | 3.66% | $45M | 424.1K | Q1 2026OLDER |
| Boston Standard Wealth Management, LLC$689M AUM | 3.51% | $24M | 225.7K | Q2 2026 |
| Alpha Financial Partners LLC$169M AUM | 3.51% | $6M | 55.8K | Q1 2026OLDER |
| AUA CAPITAL MANAGEMENT, LLC$196M AUM | 3.50% | $7M | 64.6K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 3.48% | $7M | 64.8K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 3.46% | $56M | 525.4K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 3.44% | $25M | 234.6K | Q1 2026OLDER |
| Life Planning Partners, Inc$131M AUM | 3.42% | $4M | 42.2K | Q1 2026OLDER |
| Gutierrez Wealth Advisory, LLC$161M AUM | 3.40% | $5M | 51.6K | Q1 2026OLDER |
| Alaska Wealth Advisors, LLC$833M AUM | 3.39% | $28M | 266.0K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 3.31% | $27M | 250.6K | Q1 2026OLDER |
| Veery Capital, LLC$372M AUM | 3.29% | $12M | 113.8K | Q2 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 3.26% | $7M | 69.5K | Q1 2026OLDER |
| Vannoy Advisory Group, Inc.$158M AUM | 3.21% | $5M | 47.8K | Q1 2026OLDER |
| Wrenne Financial Planning LLC$255M AUM | 3.21% | $8M | 77.2K | Q1 2026OLDER |
| Northeast Financial Group, Inc.$404M AUM | 3.20% | $13M | 121.9K | Q1 2026OLDER |
| SOFI WEALTH, LLC$2.1B AUM | 3.18% | $66M | 620.9K | Q1 2026OLDER |
| First Citizens Asset Management, Inc.$178M AUM | 3.14% | $6M | 53.1K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 3.13% | $33M | 314.9K | Q1 2026OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 3.06% | $31M | 296.2K | Q1 2026OLDER |
| Granite Harbor Advisors, Inc.$229M AUM | 3.06% | $7M | 66.1K | Q1 2026OLDER |
| IMPACTfolio, LLC$235M AUM | 3.04% | $7M | 67.4K | Q1 2026OLDER |
| Rinkey Investments$391M AUM | 3.03% | $12M | 111.5K | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 3.02% | $6M | 55.1K | Q1 2026OLDER |
| DURANTE & WATERS, LLC$138M AUM | 2.98% | $4M | 38.7K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 2.96% | $14M | 132.6K | Q1 2026OLDER |
| Manhattan West Asset Management, LLC$511M AUM | 2.93% | $15M | 140.9K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 2.92% | $28M | 261.3K | Q1 2026OLDER |
| Aquire Wealth Advisors, LLC$381M AUM | 2.90% | $11M | 103.9K | Q1 2026OLDER |
| Exchange Bank$161M AUM | 2.87% | $5M | 42.8K | Q2 2026 |
| RFP Financial Group LLC$184M AUM | 2.87% | $7M | 66.0K | Q3 2025OLDER |
| Avant Financial Advisors LLC$161M AUM | 2.86% | $5M | 42.7K | Q2 2026 |
| Slow Capital, Inc.$770M AUM | 2.78% | $21M | 201.7K | Q1 2026OLDER |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 2.76% | $41M | 383.4K | Q1 2026OLDER |
| Single Point Partners, LLC$503M AUM | 2.74% | $14M | 129.8K | Q1 2026OLDER |
| Level Wealth Management LLC$213M AUM | 2.73% | $6M | 54.9K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 2.71% | $247M | 2.33M | Q1 2026OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 2.70% | $24M | 227.1K | Q4 2025OLDER |
| Aletheian Wealth Advisors LLC$234M AUM | 2.69% | $6M | 58.5K | Q2 2026 |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 2.68% | $3M | 30.5K | Q1 2026OLDER |
| McNamara Financial Services, Inc.$528M AUM | 2.68% | $14M | 133.2K | Q1 2026OLDER |
| Kastel Capital Advisors, LLC$158M AUM | 2.59% | $4M | 38.5K | Q2 2026 |
| Apeiron RIA LLC$431M AUM | 2.57% | $11M | 104.6K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 2.57% | $148M | 1.40M | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 2.52% | $37M | 353.2K | Q1 2026OLDER |
| 25 LLC$324M AUM | 2.51% | $8M | 76.9K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 2.51% | $8M | 73.0K | Q1 2026OLDER |
| Meridian Wealth Partners, LLC$729M AUM | 2.50% | $18M | 171.6K | Q1 2026OLDER |
| SNS Financial Group, LLC$1.2B AUM | 2.49% | $29M | 272.4K | Q1 2026OLDER |
| GLR Partners, LLC$183M AUM | 2.49% | $5M | 42.9K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 2.43% | $13M | 119.2K | Q2 2026 |
| Mainsail Financial Group, LLC$240M AUM | 2.42% | $6M | 54.7K | Q1 2026OLDER |
| Horiko Capital Management LLC$434M AUM | 2.41% | $10M | 98.6K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.6B AUM | 2.34% | $38M | 359.3K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 2.34% | $6M | 55.0K | Q2 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 2.32% | $26M | 241.3K | Q1 2026OLDER |
| Clifford Group, LLC$130M AUM | 2.32% | $3M | 28.4K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 2.32% | $604M | 5.69M | Q1 2026OLDER |
| Towercrest Capital Management$642M AUM | 2.31% | $15M | 140.0K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 2.29% | $41M | 386.0K | Q1 2026OLDER |
| MOTIVE WEALTH ADVISORS$213M AUM | 2.29% | $5M | 46.0K | Q1 2026OLDER |
| MKD WEALTH COACHES, LLC$102M AUM | 2.28% | $2M | 21.8K | Q1 2026OLDER |
| Rockwood Wealth Management, LLC$1.4B AUM | 2.22% | $31M | 291.7K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 2.21% | $18M | 169.5K | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 2.19% | $25M | 238.3K | Q1 2026OLDER |
| AHL INVESTMENT MANAGEMENT, INC.$146M AUM | 2.18% | $3M | 30.0K | Q3 2025OLDER |
| Graver Capital Management, LLC$132M AUM | 2.17% | $3M | 27.0K | Q1 2026OLDER |
| Smith & Howard Wealth Management, LLC$462M AUM | 2.17% | $10M | 94.5K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 2.16% | $39M | 367.1K | Q3 2025OLDER |
| Crewe Advisors LLC$1.2B AUM | 2.13% | $25M | 235.3K | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 2.10% | $11M | 102.6K | Q1 2026OLDER |
| Avid Wealth Partners LLC$212M AUM | 2.08% | $4M | 41.5K | Q1 2026OLDER |
| DRAVO BAY LLC$246M AUM | 2.07% | $5M | 48.0K | Q1 2026OLDER |
| Tilson Financial Group, Inc.$333M AUM | 2.07% | $7M | 64.9K | Q1 2026OLDER |
| Joel Adams & Associates, Inc.$135M AUM | 2.07% | $3M | 26.2K | Q1 2026OLDER |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 2.06% | $12M | 112.4K | Q1 2026OLDER |
| Alliance Wealth Management Group$457M AUM | 2.04% | $9M | 87.9K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 2.04% | $8M | 70.6K | Q1 2026OLDER |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 1.99% | $2M | 19.0K | Q4 2025OLDER |
| Summit Wealth Group, LLC$436M AUM | 1.99% | $9M | 81.7K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 1.97% | $184M | 1.73M | Q1 2026OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 1.96% | $7M | 66.6K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 1.95% | $18M | 168.5K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 1.94% | $5M | 47.8K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 1.91% | $12M | 116.9K | Q1 2026OLDER |
| Armor Investment Advisors, LLC$278M AUM | 1.90% | $5M | 49.6K | Q1 2026OLDER |
| Apex Wealth Management, LLC$146M AUM | 1.89% | $3M | 26.0K | Q1 2026OLDER |
| Forza Wealth Management, LLC$287M AUM | 1.87% | $5M | 50.7K | Q1 2026OLDER |
| Martel Wealth Advisors LLC$587M AUM | 1.87% | $11M | 103.6K | Q1 2026OLDER |
| Tenzing Financial LLC$146M AUM | 1.87% | $3M | 25.3K | Q2 2026 |
| Private Wealth Management Group, LLC$381M AUM | 1.86% | $7M | 66.8K | Q1 2026OLDER |
| Daviman Financial, LLC$169M AUM | 1.85% | $3M | 29.4K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 1.83% | $120M | 1.13M | Q1 2026OLDER |
| SIGNAL TREE FINANCIAL PARTNERS LLC$132M AUM | 1.83% | $2M | 22.8K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 1.81% | $13M | 122.5K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 1.80% | $7M | 64.3K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 1.80% | $9M | 85.2K | Q1 2026OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 1.79% | $36M | 337.0K | Q1 2026OLDER |
| Ally Invest Advisors Inc.$1.5B AUM | 1.76% | $26M | 246.9K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 1.76% | $29M | 272.6K | Q1 2026OLDER |
| Alley Investment Management Company, LLC$821M AUM | 1.73% | $14M | 134.0K | Q1 2026OLDER |
| Capasso Planning Partners LLC$185M AUM | 1.73% | $3M | 30.2K | Q1 2026OLDER |
| WLTH Capital Management, LLC$156M AUM | 1.72% | $3M | 24.9K | Q2 2026 |
| 1015 Capital Partners, LLC$103M AUM | 1.69% | $2M | 16.4K | Q1 2026OLDER |
| ONE Advisory Partners, LLC$324M AUM | 1.68% | $5M | 51.4K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 1.68% | $97M | 916.6K | Q1 2026OLDER |
| MATTERS CAPITAL LLC$113M AUM | 1.66% | $2M | 17.7K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 1.65% | $3M | 27.6K | Q3 2025OLDER |
| Keebeck Wealth Management$889M AUM | 1.63% | $15M | 136.9K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 1.63% | $50M | 472.5K | Q1 2026OLDER |
| Hassell Wealth Management, LLC$298M AUM | 1.63% | $5M | 45.7K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 1.62% | $61M | 566.1K | Q2 2026 |
| Safir Wealth Advisors, LLC$154M AUM | 1.61% | $2M | 23.1K | Q2 2026 |
| MY Wealth Management Inc.$103M AUM | 1.60% | $2M | 17.2K | Q4 2025OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 1.60% | $25M | 229.8K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 1.59% | $3M | 25.4K | Q2 2026 |
| Seaside Wealth Management, Inc.$356M AUM | 1.59% | $6M | 53.1K | Q1 2026OLDER |
| Liberty Capital Management, Inc.$537M AUM | 1.57% | $8M | 78.9K | Q4 2025OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 1.57% | $7M | 66.5K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 1.55% | $2M | 23.5K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 1.55% | $24M | 226.0K | Q1 2026OLDER |
| FINANCIAL LIFE ADVISORS$321M AUM | 1.54% | $5M | 46.6K | Q1 2026OLDER |
| Chatterton & Associates Inc.$143M AUM | 1.53% | $2M | 20.5K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 1.53% | $44M | 416.3K | Q1 2026OLDER |
| Investment Research Partners LLC$246M AUM | 1.53% | $4M | 35.4K | Q1 2026OLDER |
| HOGE FINANCIAL SERVICES, LLC$187M AUM | 1.51% | $3M | 26.7K | Q1 2026OLDER |
| Hudson Oak Wealth Advisory LLC$115M AUM | 1.49% | $2M | 16.2K | Q1 2026OLDER |
| MOLLER WEALTH PARTNERS$507M AUM | 1.49% | $8M | 71.3K | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 1.49% | $76M | 717.8K | Q1 2026OLDER |
| Legacy Financial Strategies, LLC$554M AUM | 1.48% | $8M | 77.3K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 1.47% | $993M | 9.36M | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 1.44% | $53M | 495.7K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 1.44% | $7M | 66.4K | Q4 2025OLDER |
| VICUS CAPITAL$1.4B AUM | 1.43% | $19M | 183.7K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 1.43% | $2M | 14.5K | Q1 2026OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 1.42% | $2M | 20.7K | Q2 2026 |
| Peak Wealth Management LLC$122M AUM | 1.42% | $2M | 16.3K | Q1 2026OLDER |
| CROBAN$213M AUM | 1.42% | $3M | 28.4K | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 1.41% | $35M | 330.3K | Q1 2026OLDER |
| WEALTH MANAGEMENT RESOURCES, INC.$287M AUM | 1.41% | $4M | 38.1K | Q1 2026OLDER |
| Vericrest Private Wealth$111M AUM | 1.40% | $2M | 14.7K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 1.37% | $37M | 350.8K | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 1.37% | $9M | 89.2K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 1.37% | $13M | 123.1K | Q2 2026 |
| NDWM LLC$154M AUM | 1.37% | $2M | 19.9K | Q1 2026OLDER |
| Ironwood Wealth Management, LLC.$349M AUM | 1.34% | $5M | 44.2K | Q1 2026OLDER |
| White & Co Financial Planning Inc$142M AUM | 1.33% | $2M | 17.8K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 1.32% | $2M | 15.5K | Q1 2026OLDER |
| Harbor Group, Inc.$692M AUM | 1.31% | $9M | 85.5K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 1.30% | $10M | 92.7K | Q1 2026OLDER |
| Leeward Financial Partners, LLC$336M AUM | 1.29% | $4M | 41.0K | Q1 2026OLDER |
| CORE WEALTH ADVISORS, LLC$130M AUM | 1.29% | $2M | 15.8K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 1.28% | $2M | 23.3K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 1.28% | $4M | 38.7K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 1.28% | $67M | 633.6K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 1.27% | $16M | 152.2K | Q1 2026OLDER |
| Stephenson & Company, Inc.$184M AUM | 1.26% | $2M | 21.9K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 1.23% | $10M | 94.6K | Q1 2026OLDER |
| Waterford Advisors, LLC$315M AUM | 1.22% | $4M | 33.1K | Q3 2025OLDER |
| GERMAN AMERICAN BANCORP, INC.$1.2B AUM | 1.22% | $14M | 133.2K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 1.20% | $7M | 63.3K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 1.19% | $7M | 64.4K | Q2 2026 |
| Charles Schwab Trust Co$1.5B AUM | 1.19% | $18M | 172.5K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 1.18% | $62M | 576.3K | Q2 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 1.18% | $12M | 115.1K | Q2 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 1.17% | $210M | 1.98M | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 1.16% | $14M | 135.9K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 1.16% | $22M | 207.5K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 1.15% | $6M | 54.3K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 1.14% | $7M | 69.6K | Q4 2025OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 1.13% | $7M | 64.6K | Q1 2026OLDER |
| Partners in Financial Planning$603M AUM | 1.13% | $7M | 64.3K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 1.13% | $4M | 33.2K | Q2 2026 |
| McNaughton Wealth Management, LLC$282M AUM | 1.12% | $3M | 29.4K | Q2 2026 |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 1.12% | $1M | 11.2K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 1.12% | $4M | 41.9K | Q1 2026OLDER |
| Burt Wealth Advisors$407M AUM | 1.11% | $5M | 42.5K | Q3 2025OLDER |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 1.11% | $1M | 13.0K | Q1 2026OLDER |
| Physician Wealth Solutions Inc.$242M AUM | 1.10% | $3M | 25.1K | Q1 2026OLDER |
| Cannon Advisors, Inc.$135M AUM | 1.09% | $1M | 13.9K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 1.09% | $32M | 301.9K | Q4 2025OLDER |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 1.09% | $6M | 58.4K | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 1.08% | $1M | 13.7K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 1.08% | $40M | 380.9K | Q1 2026OLDER |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 1.08% | $1M | 10.7K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 1.07% | $13M | 122.7K | Q1 2026OLDER |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 1.07% | $2M | 15.7K | Q1 2026OLDER |
| FUKOKU MUTUAL LIFE INSURANCE CO$1.5B AUM | 1.06% | $16M | 153.0K | Q1 2026OLDER |
| Client First Capital LLC$231M AUM | 1.06% | $2M | 23.1K | Q1 2026OLDER |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 1.06% | $9M | 84.6K | Q1 2026OLDER |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 1.06% | $15M | 137.3K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 1.05% | $3M | 27.5K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 1.05% | $15M | 136.2K | Q2 2026 |
| Cooksen Wealth, LLC$138M AUM | 1.04% | $1M | 13.5K | Q1 2026OLDER |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$420M AUM | 1.04% | $4M | 33.2K | Q3 2025OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 1.04% | $472M | 4.44M | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 1.03% | $1.5B | 14.37M | Q1 2026OLDER |
| Carl P. Sherr & Co., LLC$213M AUM | 1.03% | $2M | 20.6K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 1.03% | $15M | 137.9K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 1.02% | $3M | 25.6K | Q4 2025OLDER |
| North Forty Two & Co.$108M AUM | 1.02% | $1M | 10.4K | Q1 2026OLDER |
| Symmetry Partners, LLC$1.8B AUM | 1.02% | $18M | 167.9K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 1.02% | $2M | 17.1K | Q2 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 1.01% | $60M | 566.4K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 1.00% | $27M | 250.8K | Q2 2026 |
| Plum Street Advisors, LLC$289M AUM | 1.00% | $3M | 27.3K | Q1 2026OLDER |
| Paladin Partners, LLC$139M AUM | 1.00% | $1M | 13.1K | Q2 2026 |
| Austin Wealth Management, LLC$440M AUM | 1.00% | $4M | 41.3K | Q1 2026OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 1.00% | $10M | 90.4K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 1.00% | $2M | 17.8K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.99% | $15M | 141.3K | Q1 2026OLDER |
| Windward Private Wealth Management Inc.$289M AUM | 0.98% | $3M | 26.8K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.97% | $16M | 151.4K | Q1 2026OLDER |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.97% | $5M | 50.6K | Q1 2026OLDER |
| Pearl Planning LLC$187M AUM | 0.97% | $2M | 17.1K | Q1 2026OLDER |
| LeConte Wealth Management, LLC$155M AUM | 0.97% | $1M | 14.1K | Q1 2026OLDER |
| Stairway Partners, LLC$2.1B AUM | 0.96% | $20M | 188.7K | Q2 2026 |
| Curbstone Financial Management Corp$523M AUM | 0.95% | $5M | 47.0K | Q1 2026OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.94% | $1M | 10.9K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.92% | $960,868 | 9.0K | Q2 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 0.92% | $2M | 15.7K | Q1 2026OLDER |
| Journey Beyond Wealth, LLC$116M AUM | 0.91% | $1M | 10.0K | Q1 2026OLDER |
| Northern Lights Advisors, Inc.$148M AUM | 0.91% | $1M | 12.6K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.90% | $10M | 95.1K | Q1 2026OLDER |
| Smart Money Group LLC$344M AUM | 0.90% | $3M | 29.1K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.90% | $7M | 64.5K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.90% | $8M | 75.8K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.90% | $3M | 26.8K | Q1 2026OLDER |
| HMS Capital Management, LLC$259M AUM | 0.89% | $2M | 21.8K | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.89% | $23M | 214.3K | Q1 2026OLDER |
| TPG Advisors LLC$160M AUM | 0.89% | $1M | 13.4K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.88% | $7M | 64.0K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.88% | $7M | 55.8K | Q1 2026OLDER |
| Town Capital LLC$124M AUM | 0.88% | $1M | 10.3K | Q2 2026 |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 0.87% | $1M | 14.1K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.87% | $89M | 842.7K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.87% | $31M | 288.9K | Q1 2026OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.87% | $5M | 42.8K | Q1 2026OLDER |
| Tenret Co LLC$207M AUM | 0.86% | $2M | 16.8K | Q1 2026OLDER |
| Roan Capital Partners$121M AUM | 0.86% | $1M | 9.6K | Q2 2026 |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.86% | $2M | 22.7K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.86% | $1M | 12.3K | Q1 2026OLDER |
| UNIVEST FINANCIAL Corp$1.8B AUM | 0.86% | $15M | 143.7K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 0.86% | $2M | 23.0K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.85% | $2M | 17.4K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 0.85% | $2M | 22.8K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.85% | $11M | 100.6K | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 0.84% | $5M | 43.0K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.83% | $32M | 298.7K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6.8B AUM | 0.83% | $57M | 535.1K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 0.83% | $2M | 21.2K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.83% | $6M | 55.8K | Q1 2026OLDER |
| Midwest Financial Group LLC$234M AUM | 0.82% | $2M | 18.2K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.82% | $2M | 14.4K | Q1 2026OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 0.82% | $1M | 13.5K | Q1 2026OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.81% | $10M | 91.2K | Q1 2026OLDER |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 0.80% | $2M | 16.1K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.80% | $2M | 14.7K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.79% | $69M | 645.8K | Q1 2026OLDER |
| Flagstone Financial Management$403M AUM | 0.79% | $3M | 29.9K | Q1 2026OLDER |
| COFG Advisors, LLC$404M AUM | 0.79% | $3M | 29.9K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.78% | $894,742 | 8.4K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.78% | $5M | 48.0K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.78% | $12M | 113.8K | Q1 2026OLDER |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM | 0.78% | $777,377 | 7.3K | Q3 2025OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 0.78% | $8M | 74.3K | Q1 2026OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 0.77% | $3M | 24.8K | Q2 2026 |
| Midwestern Financial, LLC /IA$127M AUM | 0.77% | $984,444 | 9.3K | Q1 2026OLDER |
| Vavra Capital Management, LLC$103M AUM | 0.77% | $789,968 | 7.4K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.77% | $28M | 260.7K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.76% | $1M | 12.4K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.76% | $2M | 18.3K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.76% | $20M | 184.8K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 0.76% | $2M | 22.0K | Q1 2026OLDER |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 0.76% | $1M | 11.5K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.75% | $2M | 21.6K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.75% | $11M | 104.0K | Q1 2026OLDER |
| First International Bank & Trust$288M AUM | 0.75% | $2M | 20.2K | Q3 2025OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.75% | $3M | 26.9K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.74% | $52M | 492.7K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 0.73% | $2M | 15.8K | Q1 2026OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 0.73% | $2M | 20.7K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.73% | $99M | 930.9K | Q1 2026OLDER |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 0.73% | $2M | 20.2K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.72% | $11M | 99.3K | Q4 2025OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.72% | $3M | 29.9K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.72% | $7M | 62.6K | Q4 2025OLDER |
| CV Advisors LLC$366M AUM | 0.71% | $3M | 24.7K | Q1 2026OLDER |
| Flatrock Wealth Partners LLC$208M AUM | 0.71% | $1M | 13.9K | Q1 2026OLDER |
| Johnson Bixby & Associates, LLC$806M AUM | 0.71% | $6M | 54.1K | Q1 2026OLDER |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 0.71% | $1M | 11.6K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.71% | $1M | 10.7K | Q1 2026OLDER |
| Joseph Group Capital Management$400M AUM | 0.71% | $3M | 26.7K | Q1 2026OLDER |
| POWER WEALTH MANAGEMENT LLC$269M AUM | 0.71% | $2M | 17.9K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.71% | $83M | 781.1K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.70% | $51M | 474.8K | Q2 2026 |
| DORVAL Corp$322M AUM | 0.70% | $2M | 21.4K | Q1 2026OLDER |
| Francis Financial, Inc.$539M AUM | 0.70% | $4M | 35.7K | Q1 2026OLDER |
| Andina Capital Management, LLC$113M AUM | 0.70% | $1M | 11.6K | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.69% | $339M | 3.20M | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.69% | $125M | 1.18M | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.69% | $5M | 50.6K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.69% | $2M | 22.2K | Q1 2026OLDER |
| Cyr Financial Inc.$170M AUM | 0.69% | $1M | 11.0K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.68% | $55M | 522.5K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.68% | $3M | 24.1K | Q2 2026 |
| US BANCORP \DE\$82.4B AUM | 0.67% | $555M | 5.23M | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$518M AUM | 0.67% | $3M | 32.9K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.67% | $22M | 207.8K | Q1 2026OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 0.67% | $5M | 44.8K | Q1 2026OLDER |
| Valtrion Capital Management, LLC$106M AUM | 0.67% | $705,870 | 6.7K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.67% | $4M | 35.3K | Q4 2025OLDER |
| Bonfire Financial$133M AUM | 0.66% | $882,386 | 8.3K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 0.66% | $2M | 19.2K | Q4 2025OLDER |
| Yardley Wealth Management LLC$195M AUM | 0.66% | $1M | 12.1K | Q1 2026OLDER |
| Thrive Wealth Management, LLC$787M AUM | 0.66% | $5M | 48.0K | Q2 2026 |
| FORONJY FINANCIAL LLC$241M AUM | 0.65% | $2M | 14.8K | Q1 2026OLDER |
| Elm Partners Management LLC$2.3B AUM | 0.64% | $15M | 140.4K | Q1 2026OLDER |
| Oak Wealth Advisors LLC$182M AUM | 0.64% | $1M | 11.0K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.64% | $3M | 26.6K | Q1 2026OLDER |
| Astoria Strategic Wealth, Inc.$394M AUM | 0.64% | $3M | 23.7K | Q1 2026OLDER |
| Centerline Wealth Advisors, LLC$278M AUM | 0.64% | $2M | 16.7K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.64% | $4M | 40.7K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.64% | $3M | 23.7K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.64% | $11M | 103.8K | Q1 2026OLDER |
| Split Rock Private Trading & Wealth Management, LLC$129M AUM | 0.63% | $817,684 | 7.7K | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.63% | $2M | 20.9K | Q4 2025OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 0.63% | $948,663 | 8.9K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 0.63% | $1M | 11.7K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.63% | $29M | 271.7K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.63% | $11M | 107.9K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.63% | $12M | 112.3K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 0.62% | $2M | 18.2K | Q1 2026OLDER |
| Capital Management Associates, Inc$442M AUM | 0.61% | $3M | 25.6K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 0.61% | $2M | 14.7K | Q1 2026OLDER |
| ArborFi Advisors, LLC$122M AUM | 0.61% | $748,888 | 7.1K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.61% | $28M | 264.8K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 0.61% | $1M | 11.1K | Q4 2025OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.61% | $2M | 19.9K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.61% | $2M | 19.9K | Q1 2026OLDER |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 0.60% | $940,304 | 8.8K | Q1 2026OLDER |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 0.60% | $3M | 27.2K | Q2 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM | 0.60% | $1M | 9.5K | Q1 2026OLDER |
| Code Waechter LLC$168M AUM | 0.60% | $1M | 9.5K | Q1 2026OLDER |
| Capital Investment Services of America, Inc.$958M AUM | 0.59% | $6M | 53.6K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.59% | $9M | 87.3K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 0.59% | $2M | 23.0K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.59% | $2M | 16.2K | Q2 2026 |
| Family Capital Management, Inc.$225M AUM | 0.59% | $1M | 12.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.59% | $21M | 195.7K | Q1 2026OLDER |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 0.59% | $752,373 | 7.0K | Q2 2026 |
| DecisionMap Wealth Management, LLC$155M AUM | 0.59% | $904,186 | 8.5K | Q1 2026OLDER |
| Keenan, LLC$119M AUM | 0.58% | $691,947 | 6.5K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.58% | $23M | 215.4K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.58% | $15M | 138.9K | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.58% | $945M | 8.90M | Q1 2026OLDER |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 0.58% | $3M | 25.6K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.58% | $3M | 31.4K | Q4 2025OLDER |
| OPAL CAPITAL LLC$565M AUM | 0.58% | $2M | 30.5K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.57% | $207M | 1.95M | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.57% | $47M | 438.2K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 0.57% | $991,760 | 9.3K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.56% | $21M | 199.1K | Q2 2026 |
| Cadia Private Client LLC$123M AUM | 0.56% | $686,532 | 6.5K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.56% | $2M | 19.3K | Q1 2026OLDER |
| DUTCH ASSET Corp$149M AUM | 0.55% | $822,981 | 7.8K | Q1 2026OLDER |
| SWS Partners$405M AUM | 0.55% | $2M | 21.1K | Q1 2026OLDER |
| Equita Financial Network, Inc.$318M AUM | 0.55% | $2M | 16.4K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.55% | $8M | 70.7K | Q1 2026OLDER |
| Wagner Wealth Management, Corp$111M AUM | 0.55% | $607,603 | 5.7K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 0.54% | $4M | 41.6K | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 0.54% | $2M | 17.5K | Q1 2026OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.54% | $4M | 34.4K | Q1 2026OLDER |
| Kane Co Wealth Management, Inc.$119M AUM | 0.54% | $642,208 | 6.0K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.54% | $3M | 29.1K | Q2 2026 |
| New Insight Wealth Advisors$279M AUM | 0.54% | $2M | 14.1K | Q1 2026OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 0.54% | $3M | 32.1K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.54% | $2M | 18.4K | Q4 2025OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.54% | $3M | 24.7K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.54% | $2M | 17.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.53% | $57M | 532.7K | Q1 2026OLDER |
| Frisco Financial Planning LLC$133M AUM | 0.53% | $707,817 | 6.6K | Q2 2026 |
| Detalus Advisors, LLC$438M AUM | 0.53% | $2M | 22.0K | Q1 2026OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 0.53% | $732,435 | 6.9K | Q1 2026OLDER |
| Clarion Wealth Managment Partners, LLC$110M AUM | 0.53% | $581,695 | 5.5K | Q1 2026OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.52% | $9M | 80.3K | Q1 2026OLDER |
| Investments & Financial Planning, LLC$184M AUM | 0.52% | $960,734 | 9.1K | Q1 2026OLDER |
| Note Advisors, LLC$200M AUM | 0.52% | $1M | 9.8K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.52% | $9M | 85.6K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.52% | $5M | 47.2K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.52% | $560M | 5.27M | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 0.51% | $2M | 16.3K | Q1 2026OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.51% | $3M | 23.7K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.51% | $926,247 | 8.7K | Q1 2026OLDER |
| FFT WEALTH MANAGEMENT LLC$552M AUM | 0.51% | $3M | 26.6K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.51% | $10M | 89.1K | Q2 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC$232M AUM | 0.51% | $1M | 11.1K | Q1 2026OLDER |
| LPWM LLC$396M AUM | 0.51% | $2M | 18.9K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 0.51% | $567,372 | 5.3K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.50% | $8M | 73.7K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 0.50% | $1M | 11.6K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.50% | $1M | 12.5K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.50% | $1M | 11.3K | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 0.50% | $1M | 11.1K | Q4 2025OLDER |
| FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM | 0.50% | $6M | 53.0K | Q1 2026OLDER |
| Insight Wealth Partners, LLC$713M AUM | 0.50% | $4M | 33.6K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 0.50% | $574,802 | 5.4K | Q1 2026OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.50% | $3M | 29.5K | Q1 2026OLDER |
| Compass Financial Group, Inc.$222M AUM | 0.50% | $1M | 10.4K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.50% | $2M | 15.9K | Q1 2026OLDER |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 0.50% | $744,218 | 7.0K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.50% | $1M | 11.1K | Q2 2026 |
| Haven Private, LLC$230M AUM | 0.50% | $1M | 10.7K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.49% | $921,203 | 8.7K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.49% | $4M | 34.5K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 0.49% | $2M | 22.4K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.49% | $1M | 11.4K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.49% | $9M | 81.3K | Q1 2026OLDER |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 0.49% | $4M | 36.7K | Q2 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.49% | $56M | 526.4K | Q1 2026OLDER |
| MYECFO, LLC$239M AUM | 0.49% | $1M | 11.0K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.49% | $1M | 9.8K | Q1 2026OLDER |
| Envision Financial LLC$186M AUM | 0.49% | $901,950 | 8.5K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 0.48% | $2M | 17.0K | Q2 2026 |
| Mattson Financial Services, LLC$419M AUM | 0.48% | $2M | 19.0K | Q1 2026OLDER |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 0.48% | $7M | 69.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.47% | $1.8B | 16.70M | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.47% | $4M | 33.5K | Q1 2026OLDER |
| SVB WEALTH LLC$1.5B AUM | 0.47% | $7M | 67.0K | Q1 2026OLDER |
| 4J Wealth Management LLC$176M AUM | 0.47% | $823,452 | 7.8K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 0.47% | $4M | 39.4K | Q1 2026OLDER |
| Camarda Financial Advisors, LLC$190M AUM | 0.47% | $885,272 | 8.3K | Q1 2026OLDER |
| Uptown Financial Advisors LLC$126M AUM | 0.47% | $585,736 | 5.5K | Q1 2026OLDER |
| CONTINUUM WEALTH ADVISORS, LLC$241M AUM | 0.46% | $1M | 11.2K | Q4 2025OLDER |
| Lansing Street Advisors$397M AUM | 0.46% | $2M | 17.3K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.46% | $22M | 204.0K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.45% | $16M | 152.8K | Q1 2026OLDER |
| LCW Services, LLC$201M AUM | 0.45% | $909,387 | 8.6K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 0.44% | $3M | 25.5K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.44% | $1M | 14.0K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.44% | $90M | 847.6K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.44% | $763M | 7.19M | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.43% | $14M | 133.4K | Q1 2026OLDER |
| Financial Strategies Group, Inc.$598M AUM | 0.43% | $3M | 24.1K | Q1 2026OLDER |
| Columbia Bank$350M AUM | 0.43% | $2M | 14.3K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.43% | $3M | 28.8K | Q1 2026OLDER |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 0.43% | $12M | 111.3K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.43% | $5M | 46.2K | Q2 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.43% | $54M | 512.5K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.42% | $80M | 756.1K | Q1 2026OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 0.42% | $539,136 | 5.1K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 0.42% | $532,416 | 5.0K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.42% | $1M | 13.9K | Q1 2026OLDER |
| MARSHALL FINANCIAL GROUP INC /ADV$364M AUM | 0.42% | $2M | 14.4K | Q3 2025OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.42% | $3M | 32.3K | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.42% | $300M | 2.82M | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.42% | $1.2B | 11.60M | Q1 2026OLDER |
| Sage Financial Management Group, Inc.$325M AUM | 0.42% | $1M | 12.8K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.42% | $5M | 44.8K | Q1 2026OLDER |
| TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM | 0.41% | $5M | 48.1K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.41% | $23M | 213.9K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.