ISHARES TR
CUSIP 464288570
Ishares Tr has 587 institutional holders in Filings Flow’s 13F database, together reporting 24.38M shares worth $2.9B as of Q1 2026. The largest reported holders are Morgan Stanley, Envestnet Asset Management Inc, and Bank Of America Corp /De/.
Institutional Holders
587
Q1 2026
Reported Value
$2.9B
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 |
|---|---|---|---|---|
| NORTHSTAR ASSET MANAGEMENT INC$326M AUM | 7.89% | $26M | 212.3K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 4.86% | $50M | 412.6K | Q1 2026OLDER |
| Avise Financial Cooperative, Inc.$121M AUM | 4.50% | $5M | 44.9K | Q1 2026OLDER |
| Gilbert Capital Group, Inc.$129M AUM | 3.97% | $5M | 42.4K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 3.23% | $4M | 30.4K | Q4 2025OLDER |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 2.91% | $4M | 30.5K | Q1 2026OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 2.39% | $4M | 33.4K | Q1 2026OLDER |
| Impact Investors, Inc$144M AUM | 2.39% | $3M | 28.4K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 2.36% | $16M | 135.1K | Q1 2026OLDER |
| Laurel Wealth Planning LLC$190M AUM | 2.18% | $4M | 34.1K | Q1 2026OLDER |
| Stanich Group LLC$131M AUM | 2.14% | $3M | 23.2K | Q1 2026OLDER |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 2.09% | $3M | 23.6K | Q1 2026OLDER |
| Francis Financial, Inc.$539M AUM | 2.06% | $11M | 91.6K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 1.82% | $9M | 72.5K | Q1 2026OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 1.70% | $3M | 21.2K | Q1 2026OLDER |
| 1015 Capital Partners, LLC$103M AUM | 1.69% | $2M | 14.4K | Q1 2026OLDER |
| CONSCIOUS WEALTH INVESTMENTS, LLC$180M AUM | 1.61% | $3M | 21.2K | Q4 2025OLDER |
| First Affirmative Financial Network$258M AUM | 1.60% | $4M | 34.0K | Q1 2026OLDER |
| Davis Wealth Advisors, LLC$120M AUM | 1.56% | $2M | 15.5K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 1.50% | $6M | 52.5K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 1.48% | $2M | 13.6K | Q4 2025OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 1.42% | $3M | 22.7K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 1.37% | $7M | 54.9K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 1.34% | $4M | 27.6K | Q2 2026 |
| Gemmer Asset Management LLC$1.3B AUM | 1.33% | $17M | 138.7K | Q1 2026OLDER |
| Neumann Capital Management, LLC$340M AUM | 1.26% | $4M | 35.4K | Q1 2026OLDER |
| Columbia Bank$350M AUM | 1.23% | $4M | 35.4K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 1.22% | $3M | 24.5K | Q1 2026OLDER |
| WHI TRUST Co LLC$133M AUM | 1.12% | $1M | 12.3K | Q1 2026OLDER |
| Wealth Advisory Team LLC$113M AUM | 1.09% | $1M | 9.6K | Q4 2025OLDER |
| Allodium Investment Consultants, LLC$209M AUM | 1.08% | $2M | 18.5K | Q1 2026OLDER |
| Strategic Point Investment Advisors, LLC$767M AUM | 1.06% | $8M | 57.2K | Q2 2026 |
| Brio Consultants, LLC$818M AUM | 1.05% | $9M | 62.9K | Q1 2026OLDER |
| Eley Financial Management, Inc$277M AUM | 1.01% | $3M | 23.1K | Q1 2026OLDER |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 0.91% | $3M | 26.2K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.87% | $4M | 35.2K | Q1 2026OLDER |
| Moment Partners, LLC$561M AUM | 0.80% | $4M | 36.9K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.74% | $2M | 16.1K | Q4 2025OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.71% | $4M | 32.4K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.68% | $2M | 20.0K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.60% | $617,182 | 5.1K | Q1 2026OLDER |
| POTENTIA WEALTH$259M AUM | 0.59% | $2M | 12.5K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.58% | $687,830 | 5.7K | Q1 2026OLDER |
| Gibson Capital, LLC$537M AUM | 0.56% | $3M | 24.7K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.56% | $4M | 36.8K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 0.56% | $2M | 14.2K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.54% | $12M | 96.0K | Q1 2026OLDER |
| Cadia Private Client LLC$123M AUM | 0.53% | $658,616 | 5.4K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.52% | $600,483 | 5.0K | Q1 2026OLDER |
| VERITY Wealth Advisors$150M AUM | 0.51% | $770,162 | 6.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.51% | $29M | 222.0K | Q4 2025OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.50% | $14M | 113.7K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.50% | $4M | 26.8K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.48% | $1M | 8.8K | Q1 2026OLDER |
| LWM ADVISORS INC$134M AUM | 0.46% | $619,681 | 4.4K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.45% | $12M | 95.6K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 0.43% | $16M | 177.2K | Q2 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 0.41% | $2M | 14.8K | Q1 2026OLDER |
| Evergreen Wealth Partners LLC$131M AUM | 0.40% | $518,539 | 4.3K | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.38% | $5M | 40.1K | Q4 2025OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.37% | $4M | 28.4K | Q3 2025OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 0.36% | $825,023 | 6.1K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.36% | $3M | 20.9K | Q2 2026 |
| Investors Research Corp$523M AUM | 0.35% | $2M | 15.3K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.35% | $678,422 | 5.6K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.35% | $1M | 9.7K | Q1 2026OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.34% | $4M | 28.5K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.33% | $4M | 24.6K | Q2 2026 |
| Arlington Financial Advisors, LLC$702M AUM | 0.33% | $2M | 19.0K | Q1 2026OLDER |
| Allred Capital Management, LLC$275M AUM | 0.33% | $893,413 | 7.4K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.32% | $963,293 | 7.9K | Q1 2026OLDER |
| TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM | 0.32% | $10M | 132.6K | Q1 2026OLDER |
| Wealth Management Partners, LLC$350M AUM | 0.31% | $1M | 9.0K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.30% | $1M | 8.9K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 0.30% | $748,971 | 5.3K | Q2 2026 |
| FORBES J M & CO LLP$1.2B AUM | 0.30% | $4M | 29.3K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.30% | $514,547 | 4.0K | Q4 2025OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.30% | $7M | 61.5K | Q1 2026OLDER |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 0.29% | $3M | 21.9K | Q1 2026OLDER |
| Bedminster, LLC$107M AUM | 0.29% | $311,458 | 2.6K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.29% | $730,188 | 6.0K | Q1 2026OLDER |
| Wealth Analytics Partners, LLC$246M AUM | 0.29% | $701,700 | 5.8K | Q1 2026OLDER |
| Envision Financial LLC$186M AUM | 0.28% | $529,611 | 4.4K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.28% | $581,320 | 4.6K | Q3 2025OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.27% | $1M | 12.0K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.27% | $3M | 21.2K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.27% | $390,040 | 3.2K | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.26% | $278,373 | 2.3K | Q1 2026OLDER |
| Somerset Group LLC$135M AUM | 0.26% | $348,547 | 2.6K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.26% | $412,252 | 3.4K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.25% | $2M | 17.2K | Q2 2026 |
| Rede Wealth, LLC$278M AUM | 0.25% | $700,599 | 5.8K | Q1 2026OLDER |
| SOFI WEALTH, LLC$2.1B AUM | 0.25% | $5M | 42.8K | Q1 2026OLDER |
| New Covenant Trust Company, N.A.$112M AUM | 0.24% | $273,405 | 2.3K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.24% | $758,330 | 6.3K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.24% | $448,524 | 3.7K | Q1 2026OLDER |
| HILL ISLAND FINANCIAL LLC$412M AUM | 0.24% | $998,241 | 8.2K | Q1 2026OLDER |
| ASL Financial, LLC$125M AUM | 0.24% | $302,975 | 2.5K | Q1 2026OLDER |
| Great Diamond Partners, LLC$520M AUM | 0.24% | $1M | 10.3K | Q1 2026OLDER |
| HILLTOP WEALTH ADVISORS, LLC$167M AUM | 0.24% | $396,049 | 3.3K | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.24% | $876,447 | 7.2K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.24% | $4M | 35.5K | Q1 2026OLDER |
| FIGURE 8 INVESTMENT STRATEGIES LLC$102M AUM | 0.24% | $241,168 | 2.0K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 0.23% | $624,007 | 5.1K | Q1 2026OLDER |
| Boston Standard Wealth Management, LLC$689M AUM | 0.23% | $2M | 11.3K | Q2 2026 |
| Altus Wealth Group LLC$244M AUM | 0.23% | $567,775 | 4.7K | Q1 2026OLDER |
| LongView Asset Management LLC$143M AUM | 0.23% | $332,437 | 2.6K | Q4 2025OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.23% | $339,332 | 2.8K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 0.22% | $560,670 | 4.6K | Q1 2026OLDER |
| Erickson Financial Group, LLC$160M AUM | 0.22% | $356,420 | 2.9K | Q1 2026OLDER |
| MA Private Wealth$591M AUM | 0.22% | $1M | 10.8K | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 0.22% | $483,669 | 4.0K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 0.22% | $626,673 | 5.2K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.22% | $298,241 | 2.3K | Q4 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.22% | $40M | 326.1K | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 0.22% | $2M | 12.9K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 0.22% | $2M | 18.9K | Q1 2026OLDER |
| Vericrest Private Wealth$111M AUM | 0.21% | $236,805 | 2.0K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 0.21% | $721,080 | 6.0K | Q1 2026OLDER |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 0.21% | $242,401 | 1.8K | Q4 2025OLDER |
| Koenig Investment Advisory, LLC$118M AUM | 0.21% | $247,738 | 2.0K | Q1 2026OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 0.20% | $1M | 8.3K | Q4 2025OLDER |
| BBR PARTNERS, LLC$1.8B AUM | 0.20% | $4M | 29.5K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.20% | $397,382 | 3.3K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.20% | $739,380 | 6.1K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.20% | $17M | 136.7K | Q1 2026OLDER |
| Prism Advisors, Inc.$375M AUM | 0.19% | $715,263 | 5.9K | Q1 2026OLDER |
| Peak Financial Management, Inc.$394M AUM | 0.19% | $749,560 | 6.2K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.19% | $7M | 54.8K | Q1 2026OLDER |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 0.18% | $347,936 | 2.9K | Q1 2026OLDER |
| Halter Ferguson Financial Inc.$455M AUM | 0.18% | $833,402 | 6.5K | Q2 2026 |
| BLVD Private Wealth, LLC$115M AUM | 0.18% | $209,349 | 1.6K | Q4 2025OLDER |
| MBE Wealth Management, LLC$241M AUM | 0.18% | $435,314 | 3.6K | Q1 2026OLDER |
| GTS FINANCIAL, LLC$126M AUM | 0.18% | $225,814 | 2.2K | Q1 2026OLDER |
| MYECFO, LLC$239M AUM | 0.18% | $424,165 | 3.5K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.17% | $2M | 16.0K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.17% | $5M | 39.5K | Q4 2025OLDER |
| EQ LLC$355M AUM | 0.17% | $604,812 | 5.0K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.17% | $2M | 16.2K | Q2 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.16% | $5M | 38.3K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.16% | $789,068 | 6.5K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 0.16% | $343,606 | 2.8K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.16% | $3M | 24.7K | Q1 2026OLDER |
| MRA Advisory Group$276M AUM | 0.16% | $445,254 | 3.1K | Q2 2026 |
| Braun-Bostich & Associates Inc.$160M AUM | 0.16% | $255,711 | 2.1K | Q1 2026OLDER |
| Harfst & Associates, Inc.$560M AUM | 0.16% | $896,201 | 7.4K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.16% | $388,171 | 3.2K | Q1 2026OLDER |
| Financial Planning Hawaii, Inc.$170M AUM | 0.16% | $270,496 | 2.2K | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.16% | $910,137 | 7.5K | Q1 2026OLDER |
| TrustBank$258M AUM | 0.16% | $406,471 | 3.4K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.15% | $2M | 13.8K | Q1 2026OLDER |
| PRENTISS SMITH & CO INC$172M AUM | 0.15% | $262,740 | 2.2K | Q1 2026OLDER |
| Buttonwood Financial Group, LLC$163M AUM | 0.15% | $247,834 | 2.0K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.15% | $2M | 13.1K | Q1 2026OLDER |
| Bensler, LLC$969M AUM | 0.15% | $1M | 12.1K | Q1 2026OLDER |
| Frisch Financial Group, Inc.$478M AUM | 0.15% | $715,638 | 5.9K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.15% | $491,425 | 4.1K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.15% | $252,985 | 2.0K | Q4 2025OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.15% | $2M | 15.6K | Q1 2026OLDER |
| SK Wealth Management, LLC$360M AUM | 0.15% | $525,809 | 4.3K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.14% | $2M | 16.3K | Q1 2026OLDER |
| Navigation Group, LLC$427M AUM | 0.14% | $616,772 | 5.1K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.14% | $568,866 | 4.7K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 0.14% | $653,214 | 5.4K | Q1 2026OLDER |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 0.14% | $246,985 | 2.0K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.14% | $1M | 8.6K | Q3 2025OLDER |
| Traveka Wealth, LLC$262M AUM | 0.14% | $354,238 | 2.9K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 0.13% | $523,420 | 4.3K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.13% | $7M | 49.6K | Q2 2026 |
| Sterling Manor Financial, LLC$160M AUM | 0.13% | $207,803 | 1.6K | Q4 2025OLDER |
| Essential Planning, LLC.$315M AUM | 0.13% | $401,961 | 3.3K | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 0.13% | $737,562 | 6.1K | Q1 2026OLDER |
| Sage Financial Management Group, Inc.$325M AUM | 0.12% | $403,078 | 3.3K | Q1 2026OLDER |
| 4Thought Financial Group Inc.$202M AUM | 0.12% | $249,762 | 2.1K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.12% | $213,825 | 1.8K | Q1 2026OLDER |
| Oxler Private Wealth LLC$319M AUM | 0.12% | $388,377 | 3.2K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.12% | $2M | 12.7K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.12% | $7M | 54.9K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.12% | $121,190 | 1.0K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.12% | $3M | 27.3K | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.12% | $749,560 | 6.2K | Q1 2026OLDER |
| Darden Wealth Group Inc$196M AUM | 0.12% | $231,184 | 1.9K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.12% | $9M | 70.8K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.12% | $1M | 11.0K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.11% | $217,516 | 1.7K | Q4 2025OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.11% | $1M | 8.3K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.11% | $3M | 27.9K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.11% | $2M | 18.6K | Q1 2026OLDER |
| Frederick Financial Consultants, LLC$201M AUM | 0.11% | $225,898 | 1.9K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.11% | $678,422 | 5.6K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.11% | $411,870 | 3.2K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.11% | $319,214 | 2.6K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.11% | $285,039 | 2.4K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.11% | $479,065 | 4.0K | Q1 2026OLDER |
| Sound Stewardship, LLC$218M AUM | 0.10% | $215,375 | 1.7K | Q3 2025OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.10% | $1M | 12.2K | Q1 2026OLDER |
| Baron Financial Group, LLC$210M AUM | 0.10% | $208,602 | 1.5K | Q2 2026 |
| KFA Private Wealth Group, LLC$417M AUM | 0.10% | $411,355 | 3.4K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.10% | $311,943 | 2.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.10% | $7M | 60.9K | Q1 2026OLDER |
| West Financial Advisors, LLC$659M AUM | 0.10% | $635,487 | 4.5K | Q2 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.10% | $198,752 | 1.6K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.10% | $1M | 12.2K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.09% | $735,215 | 6.1K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.09% | $18M | 145.4K | Q1 2026OLDER |
| Mission Creek Capital Partners, Inc.$501M AUM | 0.09% | $460,310 | 3.8K | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.09% | $532,266 | 4.4K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 0.09% | $456,882 | 3.8K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.09% | $717,566 | 5.9K | Q1 2026OLDER |
| Cottage Street Advisors LLC$231M AUM | 0.09% | $210,596 | 1.6K | Q4 2025OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.09% | $8M | 69.1K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.09% | $4M | 31.9K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.09% | $6M | 45.0K | Q2 2026 |
| LANDAAS & CO /WI /ADV$456M AUM | 0.09% | $396,715 | 3.3K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.08% | $231,273 | 1.8K | Q4 2025OLDER |
| Ellevest, Inc.$719M AUM | 0.08% | $607,176 | 4.7K | Q4 2025OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.08% | $211,465 | 1.6K | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.08% | $7M | 55.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.08% | $752,937 | 6.2K | Q1 2026OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.08% | $431,407 | 3.3K | Q4 2025OLDER |
| PFG Advisors$2.1B AUM | 0.08% | $2M | 13.9K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.08% | $281,167 | 2.3K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.08% | $811,008 | 6.7K | Q1 2026OLDER |
| Snider Financial Group$331M AUM | 0.08% | $261,164 | 2.2K | Q1 2026OLDER |
| ALLIANZ SE$9.0B AUM | 0.08% | $7M | 57.4K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.08% | $927,118 | 7.4K | Q3 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.07% | $560,885 | 4.1K | Q1 2026OLDER |
| Fortis Capital Management LLC$977M AUM | 0.07% | $731,250 | 6.0K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.07% | $331,204 | 2.7K | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 0.07% | $366,721 | 3.0K | Q1 2026OLDER |
| WRAPMANAGER INC$288M AUM | 0.07% | $214,385 | 1.8K | Q1 2026OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 0.07% | $295,380 | 2.1K | Q2 2026 |
| Fielder Capital Group LLC$459M AUM | 0.07% | $334,363 | 2.8K | Q1 2026OLDER |
| Tilson Financial Group, Inc.$333M AUM | 0.07% | $242,138 | 2.0K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 0.07% | $477,731 | 3.9K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$873M AUM | 0.07% | $624,129 | 5.2K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.07% | $831,558 | 5.8K | Q2 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.07% | $2M | 13.5K | Q1 2026OLDER |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 0.07% | $396,977 | 3.3K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.07% | $2M | 14.5K | Q1 2026OLDER |
| Johnson Bixby & Associates, LLC$806M AUM | 0.07% | $545,113 | 4.5K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.07% | $650,427 | 5.4K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.07% | $602,678 | 5.0K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.07% | $3M | 22.5K | Q1 2026OLDER |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.07% | $363,570 | 3.0K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.07% | $2M | 17.5K | Q2 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.06% | $1M | 11.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.06% | $36M | 300.6K | Q1 2026OLDER |
| DDFG, Inc$464M AUM | 0.06% | $299,218 | 2.5K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.06% | $1M | 9.2K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.06% | $2M | 13.0K | Q2 2026 |
| Lowe Wealth Advisors, LLC$274M AUM | 0.06% | $174,819 | 1.4K | Q3 2025OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.06% | $366,479 | 3.0K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.06% | $707,750 | 5.8K | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.06% | $220,445 | 1.8K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 0.06% | $427,438 | 3.5K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 0.06% | $261,770 | 2.2K | Q1 2026OLDER |
| Evergreen Private Wealth LLC$247M AUM | 0.06% | $157,173 | 1.2K | Q4 2025OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.06% | $219,475 | 1.8K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.06% | $167,917 | 1.3K | Q3 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.06% | $1M | 11.3K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.06% | $354,795 | 2.9K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.06% | $402,284 | 3.2K | Q3 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.06% | $2M | 14.3K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.06% | $2M | 18.3K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.06% | $446,949 | 3.7K | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 0.06% | $676,725 | 5.6K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.06% | $79,622 | 657 | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.06% | $3M | 22.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.06% | $215M | 1.77M | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.06% | $434,708 | 3.6K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.06% | $239,569 | 1.7K | Q2 2026 |
| Old Port Advisors$434M AUM | 0.06% | $246,864 | 2.0K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 0.06% | $216,821 | 1.7K | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.05% | $264,739 | 2.2K | Q1 2026OLDER |
| Compton Financial Group, LLC$453M AUM | 0.05% | $238,789 | 2.0K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 0.05% | $240,061 | 1.9K | Q3 2025OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.05% | $937,404 | 7.7K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.05% | $302,975 | 2.5K | Q1 2026OLDER |
| Cove Private Wealth, LLC$440M AUM | 0.05% | $226,141 | 1.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.05% | $11M | 90.1K | Q1 2026OLDER |
| Smith & Howard Wealth Management, LLC$462M AUM | 0.05% | $236,321 | 1.9K | Q1 2026OLDER |
| ABOUND FINANCIAL, LLC$229M AUM | 0.05% | $114,403 | 944 | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.05% | $352,858 | 2.9K | Q1 2026OLDER |
| ROGCO, LP$300M AUM | 0.05% | $148,579 | 1.2K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.05% | $2M | 13.1K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.05% | $453,978 | 3.7K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.05% | $863,842 | 7.1K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.05% | $563,154 | 4.0K | Q2 2026 |
| Blume Capital Management, Inc.$588M AUM | 0.05% | $284,797 | 2.4K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.05% | $242,744 | 2.0K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.05% | $2M | 11.0K | Q2 2026 |
| Principle Wealth Partners LLC$1.7B AUM | 0.05% | $834,636 | 6.9K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.05% | $39M | 323.1K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 0.05% | $811,125 | 6.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.05% | $41M | 334.7K | Q1 2026OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.05% | $206,023 | 1.7K | Q1 2026OLDER |
| TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM | 0.05% | $582,402 | 4.8K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.05% | $290,615 | 2.4K | Q1 2026OLDER |
| JSF Financial, LLC$510M AUM | 0.05% | $237,528 | 2.0K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.05% | $584,379 | 4.8K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.05% | $962,258 | 7.6K | Q3 2025OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.05% | $460,522 | 3.8K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.04% | $626,433 | 4.4K | Q2 2026 |
| Arbor Investment Advisors, LLC$768M AUM | 0.04% | $336,915 | 2.8K | Q1 2026OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.04% | $3M | 23.4K | Q2 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.04% | $4M | 33.3K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.04% | $2M | 13.2K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 0.04% | $209,834 | 1.6K | Q4 2025OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.04% | $944,434 | 7.8K | Q1 2026OLDER |
| Concord Asset Management, LLC/VA$592M AUM | 0.04% | $246,016 | 2.0K | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.04% | $472,262 | 3.9K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.04% | $413,016 | 3.4K | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | 0.04% | $4M | 36.6K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.04% | $468,704 | 3.9K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.04% | $2M | 19.6K | Q1 2026OLDER |
| Hills Bank & Trust Co$2.1B AUM | 0.04% | $840,816 | 6.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.04% | $149M | 1.23M | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.04% | $2M | 14.4K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.04% | $634,551 | 5.2K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 0.04% | $347,936 | 2.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $28M | 228.3K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.04% | $116,343 | 960 | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.04% | $640,552 | 4.5K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.04% | $406,451 | 2.9K | Q2 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.04% | $892,201 | 7.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.04% | $21M | 174.1K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.04% | $131,920 | 1.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.04% | $5M | 37.8K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.04% | $357,122 | 2.8K | Q4 2025OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.04% | $38,291 | 316 | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.03% | $1M | 8.7K | Q2 2026 |
| CRA Financial Services, LLC$770M AUM | 0.03% | $265,762 | 2.2K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.03% | $265,891 | 2.2K | Q1 2026OLDER |
| TSG Advice Partners, LLC$667M AUM | 0.03% | $229,388 | 1.9K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.03% | $529,843 | 4.4K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.03% | $395,513 | 3.3K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.03% | $8M | 62.7K | Q4 2025OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.03% | $288,046 | 2.4K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.03% | $34M | 282.6K | Q1 2026OLDER |
| AFFINITY WEALTH MANAGEMENT LLC$661M AUM | 0.03% | $220,428 | 1.7K | Q4 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.03% | $477,004 | 3.9K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.03% | $295,690 | 2.3K | Q3 2025OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.03% | $418,954 | 3.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $11M | 88.8K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.03% | $447,297 | 3.5K | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.03% | $498M | 3.87M | Q1 2026OLDER |
| Capital Advantage, Inc.$765M AUM | 0.03% | $225,590 | 1.9K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.03% | $760,250 | 6.3K | Q2 2026 |
| Cerity Partners LLC$70.8B AUM | 0.03% | $20M | 163.7K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.03% | $152M | 1.25M | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.03% | $36,372 | 300 | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.03% | $371,092 | 3.0K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.03% | $170,030 | 1.4K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.03% | $1M | 8.3K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.03% | $2M | 19.0K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.03% | $448 | 3.5K | Q4 2025OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.03% | $253,287 | 2.1K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.03% | $201,025 | 1.7K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.03% | $107,062 | 883 | Q1 2026OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 0.03% | $48,476 | 400 | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 0.03% | $238,192 | 2.0K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.03% | $4M | 29.3K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.03% | $1M | 10.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $25M | 203.5K | Q1 2026OLDER |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 0.03% | $1M | 9.2K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.03% | $1M | 9.1K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.03% | $743,622 | 6.1K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $1M | 10.7K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.03% | $3M | 25.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.03% | $19M | 156.9K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.03% | $3M | 26.8K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.03% | $4M | 33.9K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.03% | $164,212 | 1.4K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.02% | $300,174 | 2.3K | Q4 2025OLDER |
| SVB WEALTH LLC$1.5B AUM | 0.02% | $369,387 | 3.0K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $4M | 29.2K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 12.3K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.02% | $524,373 | 4.3K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.02% | $2M | 16.4K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $101M | 834.8K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.02% | $6M | 47.2K | Q3 2025OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.02% | $510,453 | 4.2K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.02% | $876,817 | 6.8K | Q4 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $392,787 | 3.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $16M | 128.4K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $1M | 10.2K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.02% | $137,429 | 1.1K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.02% | $1M | 11.4K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $244,372 | 1.9K | Q3 2025OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.02% | $324,655 | 2.7K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$298M AUM | 0.02% | $65,321 | 539 | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $785,633 | 6.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.02% | $8M | 68.2K | Q1 2026OLDER |
| Members Trust Co$3.0B AUM | 0.02% | $648,245 | 5.3K | Q1 2026OLDER |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC$3.5B AUM | 0.02% | $736,229 | 6.1K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 0.02% | $206,893 | 1.5K | Q2 2026 |
| JDM Financial Group LLC$259M AUM | 0.02% | $53,930 | 445 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.02% | $704,130 | 4.9K | Q2 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.02% | $1M | 9.3K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 0.02% | $22,905 | 189 | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.02% | $310,731 | 2.6K | Q2 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $302,411 | 2.3K | Q4 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $377,992 | 3.1K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.02% | $856,912 | 7.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $5M | 44.3K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.02% | $200,007 | 1.6K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $4M | 33.4K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.02% | $475,254 | 3.7K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.02% | $645,971 | 5.3K | Q1 2026OLDER |
| Dougherty Wealth Advisers LLC$158M AUM | 0.02% | $31,025 | 256 | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $639,757 | 5.3K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.02% | $218,142 | 1.8K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.02% | $373,255 | 3.1K | Q1 2026OLDER |
| Boston Trust Walden Corp$12.2B AUM | 0.02% | $2M | 19.0K | Q1 2026OLDER |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 0.02% | $366,842 | 3.0K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 14.3K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 16.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $17M | 136.8K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.02% | $705,568 | 5.8K | Q1 2026OLDER |
| MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM | 0.02% | $242,380 | 2.0K | Q1 2026OLDER |
| Birch Hill Investment Advisors LLC$2.2B AUM | 0.02% | $399,806 | 3.3K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.02% | $540,992 | 4.5K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.02% | $26M | 216.5K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.02% | $1M | 11.8K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.02% | $1M | 10.1K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.02% | $25,450 | 210 | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $977,505 | 7.3K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 26.5K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.02% | $228,691 | 1.9K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.02% | $232,322 | 1.9K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.02% | $448,355 | 3.4K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 8.7K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.02% | $257,196 | 2.1K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $32,867 | 271 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $3M | 26.5K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.02% | $1M | 11.3K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.02% | $412,789 | 2.9K | Q2 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.02% | $26,662 | 220 | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $2M | 17.7K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.02% | $391,803 | 3.2K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 0.02% | $368,054 | 3.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.02% | $8M | 70.1K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.02% | $453,735 | 3.7K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.02% | $75,623 | 624 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.02% | $1M | 11.0K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.02% | $220,578 | 1.7K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.02% | $2M | 19.3K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.02% | $212,570 | 1.6K | Q4 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $477,036 | 3.6K | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.01% | $576,964 | 4.1K | Q2 2026 |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.01% | $213,537 | 1.8K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $940,088 | 7.8K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.01% | $102,597 | 847 | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $43,386 | 358 | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.01% | $61,807 | 510 | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.01% | $509,119 | 4.2K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $1M | 11.4K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.01% | $214,244 | 1.7K | Q4 2025OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.01% | $335,090 | 2.8K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.01% | $329,031 | 2.7K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 9.1K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.01% | $449,494 | 3.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $181M | 1.49M | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $2M | 13.7K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $935,399 | 7.7K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.01% | $145,428 | 1.2K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $413,258 | 3.4K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $554,081 | 4.6K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $488,153 | 4.0K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.01% | $139,546 | 1.2K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 0.01% | $310,294 | 2.6K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $347,573 | 2.9K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.01% | $19,582 | 152 | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $8M | 66.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $11M | 92.3K | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.01% | $125,447 | 996 | Q3 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $149,064 | 1.2K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $6M | 45.7K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.01% | $102,965 | 850 | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.01% | $28,062 | 211 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $2M | 18.6K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $387,808 | 3.2K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.01% | $24,966 | 206 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 24.5K | Q2 2026 |
| Allworth Financial LP$24.7B AUM | 0.01% | $3M | 21.5K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $7M | 61.8K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $911,141 | 7.5K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.01% | $797,294 | 5.9K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.01% | $14,300 | 118 | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.01% | $31,177 | 242 | Q4 2025OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $380,839 | 2.7K | Q2 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.01% | $995,959 | 8.2K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.01% | $611,872 | 5.0K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $211,411 | 1.6K | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $2M | 18.1K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.01% | $110,479 | 911 | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.01% | $3M | 21.3K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $253,859 | 2.1K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.01% | $753,075 | 6.2K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.