ISHARES TR
CUSIP 464288885
Ishares Tr has 1,006 institutional holders in Filings Flow’s 13F database, together reporting 106.87M shares worth $11.4B as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Lpl Financial LLC, and Bank Of America Corp /De/.
Institutional Holders
1,006
Q1 2026
Reported Value
$11.4B
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 |
|---|---|---|---|---|
| Aventus Investment Advisors, Inc.$118M AUM | 11.08% | $13M | 117.6K | Q1 2026OLDER |
| My Portfolio Guide, LLC$181M AUM | 6.22% | $11M | 100.9K | Q1 2026OLDER |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 5.64% | $27M | 220.0K | Q2 2026 |
| Seneca Financial Advisors LLC$341M AUM | 5.31% | $18M | 162.8K | Q1 2026OLDER |
| Financial Synergies Wealth Advisors, Inc.$1.0B AUM | 5.17% | $54M | 486.3K | Q1 2026OLDER |
| Shakespeare Wealth Management, LLC$422M AUM | 4.77% | $20M | 180.7K | Q1 2026OLDER |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 4.62% | $6M | 50.1K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 4.48% | $63M | 567.2K | Q1 2026OLDER |
| Wakefield Asset Management LLLP$377M AUM | 4.32% | $16M | 146.3K | Q1 2026OLDER |
| Meridian Wealth Partners, LLC$729M AUM | 4.26% | $31M | 278.7K | Q1 2026OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 4.25% | $16M | 145.4K | Q1 2026OLDER |
| Obsidian Personal Planning Solutions LLC$288M AUM | 3.78% | $11M | 94.2K | Q3 2025OLDER |
| Kingdom Financial Group LLC.$349M AUM | 3.75% | $13M | 117.7K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 3.75% | $13M | 117.7K | Q1 2026OLDER |
| CORE WEALTH ADVISORS, LLC$130M AUM | 3.70% | $5M | 43.2K | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 3.66% | $9M | 80.0K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 3.51% | $37M | 329.3K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 3.46% | $12M | 106.0K | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 3.33% | $11M | 102.5K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 3.22% | $52M | 464.2K | Q2 2026 |
| Stone House Investment Management, LLC$558M AUM | 3.18% | $18M | 159.1K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 3.15% | $78M | 699.4K | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 3.13% | $11M | 94.3K | Q1 2026OLDER |
| Cardinal Strategic Wealth Guidance$379M AUM | 3.13% | $12M | 106.7K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$149M AUM | 3.03% | $5M | 43.6K | Q1 2026OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 3.03% | $5M | 38.0K | Q2 2026 |
| FINANCIAL LIFE ADVISORS$321M AUM | 2.85% | $9M | 82.2K | Q1 2026OLDER |
| Timmons Wealth Management, LLC$106M AUM | 2.85% | $3M | 27.0K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 2.82% | $7M | 58.8K | Q1 2026OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 2.81% | $5M | 44.4K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 2.80% | $4M | 38.0K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 2.78% | $9M | 82.1K | Q1 2026OLDER |
| Dominguez Wealth Management Solutions, Inc.$181M AUM | 2.78% | $5M | 40.5K | Q2 2026 |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 2.74% | $3M | 24.8K | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 2.74% | $22M | 177.1K | Q2 2026 |
| Sagace Wealth Management LLC$149M AUM | 2.71% | $4M | 36.3K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 2.69% | $9M | 77.5K | Q1 2026OLDER |
| SWMG, LLC$350M AUM | 2.68% | $9M | 84.3K | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 2.63% | $5M | 45.7K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 2.56% | $21M | 187.1K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 2.50% | $6M | 51.1K | Q1 2026OLDER |
| Cobblestone Asset Management LLC$222M AUM | 2.44% | $5M | 48.6K | Q1 2026OLDER |
| Hofer & Associates. Inc$186M AUM | 2.38% | $4M | 39.7K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 2.31% | $4M | 34.8K | Q1 2026OLDER |
| Barden Capital Management, Inc.$117M AUM | 2.25% | $3M | 23.7K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 2.23% | $2M | 21.9K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 2.20% | $4M | 32.0K | Q2 2026 |
| Icon Wealth Advisors, LLC$1.5B AUM | 2.19% | $34M | 290.6K | Q1 2026OLDER |
| Certus Wealth Management, LLC$167M AUM | 2.17% | $4M | 31.9K | Q3 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 2.13% | $32M | 291.4K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 2.10% | $5M | 40.8K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 2.10% | $12M | 110.4K | Q1 2026OLDER |
| MA Private Wealth$591M AUM | 2.06% | $12M | 109.6K | Q1 2026OLDER |
| Davis Wealth Advisors, LLC$120M AUM | 2.05% | $2M | 22.2K | Q1 2026OLDER |
| SOFI WEALTH, LLC$2.1B AUM | 2.03% | $42M | 378.7K | Q1 2026OLDER |
| EQ LLC$355M AUM | 1.99% | $7M | 63.6K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 1.96% | $16M | 130.4K | Q2 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 1.95% | $4M | 38.0K | Q1 2026OLDER |
| BankPlus Wealth Management LLC$194M AUM | 1.94% | $4M | 33.7K | Q1 2026OLDER |
| Jacksonville Wealth Management, LLC$148M AUM | 1.92% | $3M | 25.5K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 1.92% | $5M | 39.7K | Q1 2026OLDER |
| MKD WEALTH COACHES, LLC$102M AUM | 1.91% | $2M | 17.4K | Q1 2026OLDER |
| Shum Financial Group, Inc.$141M AUM | 1.88% | $3M | 23.9K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 1.87% | $6M | 56.0K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 1.86% | $4M | 32.6K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 1.82% | $2M | 18.2K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 1.78% | $10M | 90.0K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 1.75% | $7M | 60.7K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 1.74% | $4M | 33.5K | Q1 2026OLDER |
| Foundation Wealth Management, LLC$148M AUM | 1.74% | $3M | 23.1K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 1.72% | $18M | 160.3K | Q1 2026OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 1.72% | $5M | 38.9K | Q2 2026 |
| Cranbrook Wealth Management, LLC$492M AUM | 1.72% | $8M | 75.8K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 1.62% | $2M | 18.8K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 1.61% | $2M | 19.8K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 1.59% | $6M | 57.5K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 1.55% | $14M | 123.4K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 1.53% | $4M | 33.8K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 1.51% | $3M | 27.6K | Q2 2026 |
| Pacific Life Fund Advisors LLC$871M AUM | 1.49% | $13M | 116.4K | Q1 2026OLDER |
| J.M. Arbour, LLC$104M AUM | 1.49% | $2M | 13.9K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 1.45% | $59M | 526.1K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 1.45% | $24M | 215.5K | Q3 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 1.38% | $52M | 464.3K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 1.36% | $2M | 16.0K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 1.34% | $5M | 40.7K | Q1 2026OLDER |
| CONSILIO WEALTH ADVISORS, LLC$342M AUM | 1.31% | $4M | 40.3K | Q1 2026OLDER |
| M1 Capital Management LLC$217M AUM | 1.30% | $3M | 27.3K | Q4 2025OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 1.29% | $10M | 88.8K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 1.29% | $11M | 87.5K | Q2 2026 |
| Omega Financial Group, LLC$308M AUM | 1.27% | $4M | 35.2K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 1.27% | $3M | 23.5K | Q1 2026OLDER |
| Mendel Capital Management LLC$199M AUM | 1.27% | $3M | 22.7K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 1.25% | $4M | 39.2K | Q1 2026OLDER |
| Dynamic Financial Group$122M AUM | 1.25% | $2M | 13.7K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 1.25% | $5M | 44.4K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 1.23% | $3M | 22.9K | Q1 2026OLDER |
| APS Management Group, Inc.$117M AUM | 1.22% | $1M | 12.7K | Q1 2026OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 1.21% | $1M | 12.2K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 1.21% | $13M | 114.1K | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 1.19% | $3M | 29.9K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 1.14% | $51M | 454.4K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 1.14% | $10M | 91.1K | Q1 2026OLDER |
| Disciplined Investments, LLC$279M AUM | 1.14% | $3M | 28.4K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 1.13% | $205M | 1.84M | Q1 2026OLDER |
| Legacy Financial Group LLC$795M AUM | 1.12% | $9M | 80.1K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 1.12% | $2M | 21.9K | Q3 2025OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 1.11% | $11M | 101.2K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 1.08% | $4M | 38.1K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 1.07% | $9M | 80.4K | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 1.06% | $2M | 18.6K | Q1 2026OLDER |
| Altura Wealth Advisors Inc.$229M AUM | 1.05% | $2M | 21.5K | Q1 2026OLDER |
| Addison Capital Co$562M AUM | 1.04% | $6M | 52.7K | Q1 2026OLDER |
| InvesTrust$238M AUM | 1.04% | $2M | 22.3K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 1.00% | $3M | 25.6K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.99% | $3M | 22.5K | Q3 2025OLDER |
| Cornerstone Wealth, LLC/TN$178M AUM | 0.98% | $2M | 14.8K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.98% | $2M | 16.5K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.91% | $6M | 58.1K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.91% | $4M | 38.8K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.90% | $1M | 9.3K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 0.90% | $1M | 12.8K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.89% | $5M | 42.2K | Q1 2026OLDER |
| Sherman Wealth Management LLC$133M AUM | 0.87% | $1M | 9.3K | Q2 2026 |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.86% | $2M | 19.7K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.86% | $6M | 54.8K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.85% | $991,661 | 11.0K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 0.85% | $2M | 14.6K | Q4 2025OLDER |
| Hobbs Wealth Management, LLC$101M AUM | 0.85% | $1M | 8.9K | Q3 2025OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.84% | $3M | 22.7K | Q1 2026OLDER |
| LUTS & GREENLEIGH GROUP, INC.$126M AUM | 0.83% | $1M | 9.4K | Q1 2026OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.82% | $19M | 173.9K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 0.81% | $3M | 22.6K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.81% | $7M | 64.2K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.81% | $6M | 57.9K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.80% | $8M | 69.9K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 0.80% | $916,163 | 8.1K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.79% | $2M | 14.4K | Q3 2025OLDER |
| Net Worth Advisory Group$482M AUM | 0.79% | $4M | 34.0K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.78% | $1M | 12.7K | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.77% | $5M | 40.4K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 0.77% | $4M | 33.6K | Q2 2026 |
| WealthShield Partners, LLC$898M AUM | 0.76% | $7M | 61.3K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.76% | $1M | 12.7K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.75% | $8M | 68.3K | Q1 2026OLDER |
| Targeted Financial Services LLC$122M AUM | 0.74% | $897,417 | 8.1K | Q1 2026OLDER |
| Mainstream Capital Management LLC$149M AUM | 0.74% | $1M | 9.8K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.72% | $3M | 24.3K | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.71% | $750,967 | 6.7K | Q1 2026OLDER |
| Pachira Investments Inc.$214M AUM | 0.71% | $2M | 13.7K | Q1 2026OLDER |
| ONE Advisory Partners, LLC$324M AUM | 0.71% | $2M | 20.7K | Q1 2026OLDER |
| BCU Wealth Advisors, LLC$268M AUM | 0.70% | $2M | 17.0K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 0.70% | $1M | 10.9K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.67% | $2.5B | 22.40M | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 0.66% | $2M | 20.6K | Q1 2026OLDER |
| Stone Summit Wealth LLC$359M AUM | 0.66% | $2M | 21.2K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 0.65% | $1M | 8.9K | Q3 2025OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.65% | $6M | 50.3K | Q2 2026 |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.65% | $8M | 69.2K | Q1 2026OLDER |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 0.64% | $970,000 | 8.7K | Q1 2026OLDER |
| PACES FERRY WEALTH ADVISORS, LLC$241M AUM | 0.63% | $2M | 13.7K | Q1 2026OLDER |
| Harbor Group, Inc.$692M AUM | 0.63% | $4M | 38.9K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 0.62% | $907,091 | 8.0K | Q4 2025OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.62% | $7M | 62.3K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.62% | $2M | 17.7K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.62% | $5M | 41.5K | Q2 2026 |
| Commonwealth Retirement Investments LLC$323M AUM | 0.62% | $2M | 18.0K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.61% | $4M | 31.6K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.61% | $11M | 97.7K | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$132M AUM | 0.61% | $801,257 | 7.2K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.61% | $11M | 102.4K | Q1 2026OLDER |
| LIFE LINE WEALTH MANAGEMENT LLC$224M AUM | 0.60% | $1M | 12.0K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.59% | $5M | 41.5K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.59% | $39M | 348.2K | Q1 2026OLDER |
| Sound Financial Strategies Group, LLC$147M AUM | 0.59% | $864,565 | 7.8K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.59% | $1M | 13.3K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.58% | $870,108 | 7.8K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.58% | $667,886 | 6.0K | Q1 2026OLDER |
| Causey Wealth LLC$205M AUM | 0.58% | $1M | 10.4K | Q1 2026OLDER |
| SGL Investment Advisors, Inc.$266M AUM | 0.58% | $2M | 12.6K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 0.57% | $3M | 26.1K | Q1 2026OLDER |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 0.57% | $995,534 | 8.9K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.55% | $3M | 29.1K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.55% | $18M | 164.5K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 0.55% | $798,675 | 7.0K | Q4 2025OLDER |
| Copia Wealth Management$146M AUM | 0.54% | $787,609 | 7.1K | Q1 2026OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.54% | $23M | 209.2K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.54% | $4M | 38.7K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.53% | $9M | 82.5K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.53% | $11M | 94.6K | Q1 2026OLDER |
| ASL Financial, LLC$125M AUM | 0.53% | $662,317 | 5.9K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.53% | $9M | 82.2K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.53% | $2M | 17.5K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.52% | $95M | 855.8K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.51% | $1M | 10.2K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.51% | $2M | 16.2K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 0.51% | $1M | 9.8K | Q2 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.51% | $7M | 60.9K | Q1 2026OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.50% | $1M | 11.7K | Q1 2026OLDER |
| American State Bank (Iowa)$247M AUM | 0.50% | $1M | 10.0K | Q2 2026 |
| Auxano Advisors, LLC$501M AUM | 0.50% | $3M | 22.6K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.50% | $9M | 79.6K | Q1 2026OLDER |
| Lansing Street Advisors$397M AUM | 0.50% | $2M | 17.8K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.49% | $4M | 31.0K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.49% | $6M | 52.1K | Q1 2026OLDER |
| Wealthquest Corp$1.4B AUM | 0.49% | $7M | 61.7K | Q2 2026 |
| Mach-1 Financial Group, LLC$284M AUM | 0.48% | $3M | 26.3K | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.48% | $172M | 1.54M | Q1 2026OLDER |
| Strata Wealth Advisors, LLC$365M AUM | 0.47% | $2M | 15.5K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.47% | $11M | 95.0K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.47% | $15M | 137.2K | Q1 2026OLDER |
| Stonebrook Private Inc.$470M AUM | 0.46% | $2M | 19.6K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.46% | $22M | 194.2K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.46% | $772,370 | 6.8K | Q3 2025OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.45% | $12M | 107.4K | Q1 2026OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 0.45% | $2M | 17.2K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.45% | $7M | 53.2K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.44% | $257M | 2.31M | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 0.44% | $1M | 11.5K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.44% | $31M | 281.9K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.44% | $10M | 94.1K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.44% | $1M | 12.0K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.42% | $6M | 50.2K | Q4 2025OLDER |
| Affiance Financial, LLC$695M AUM | 0.42% | $3M | 23.7K | Q2 2026 |
| Elevation Wealth Management LLC$109M AUM | 0.42% | $461,083 | 4.1K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.42% | $1M | 9.8K | Q2 2026 |
| Able Wealth Management LLC$374M AUM | 0.42% | $2M | 14.0K | Q1 2026OLDER |
| NORRIS PERNE & FRENCH LLP/MI$1.5B AUM | 0.42% | $6M | 56.0K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.42% | $1M | 10.2K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.41% | $1M | 9.1K | Q2 2026 |
| RCS Financial Planning, LLC$193M AUM | 0.40% | $780,704 | 7.0K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.40% | $2M | 17.0K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.40% | $864,835 | 7.8K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.39% | $5M | 42.4K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 0.38% | $1M | 9.5K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.38% | $740,722 | 6.7K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.38% | $1M | 9.9K | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 0.38% | $826,237 | 7.4K | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 0.38% | $762,662 | 6.8K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.37% | $16M | 144.0K | Q1 2026OLDER |
| Semus Wealth Partners LLC$179M AUM | 0.37% | $666,745 | 6.0K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.37% | $49M | 440.6K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.37% | $30M | 268.6K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.37% | $9M | 84.5K | Q1 2026OLDER |
| Duncan Williams Asset Management, LLC$361M AUM | 0.37% | $1M | 11.8K | Q1 2026OLDER |
| Tassel Capital Management, Inc.$184M AUM | 0.37% | $672,727 | 6.0K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.37% | $1M | 11.5K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.36% | $10M | 88.8K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.36% | $32M | 286.6K | Q1 2026OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 0.35% | $448,932 | 4.0K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.35% | $5M | 49.0K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.35% | $2M | 19.9K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.35% | $3M | 23.7K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.35% | $8M | 64.6K | Q2 2026 |
| Financial Advocates Investment Management$178M AUM | 0.35% | $615,648 | 5.4K | Q3 2025OLDER |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 0.35% | $360,059 | 3.2K | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 0.34% | $868,338 | 7.8K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.34% | $6M | 49.4K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.34% | $1M | 9.8K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.34% | $5M | 49.5K | Q1 2026OLDER |
| Chatterton & Associates Inc.$143M AUM | 0.34% | $481,062 | 4.1K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.34% | $55M | 490.5K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.33% | $63M | 566.0K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.33% | $19M | 172.1K | Q1 2026OLDER |
| HRC WEALTH MANAGEMENT, LLC$212M AUM | 0.33% | $691,186 | 6.2K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.33% | $4M | 38.2K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.32% | $26M | 235.1K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.32% | $1M | 9.9K | Q1 2026OLDER |
| Vann Equity Management LLC$140M AUM | 0.32% | $450,426 | 4.0K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.32% | $940,742 | 8.4K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.32% | $12M | 97.6K | Q2 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.31% | $4M | 37.4K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 0.31% | $2M | 13.5K | Q4 2025OLDER |
| NAVELLIER & ASSOCIATES INC$960M AUM | 0.31% | $3M | 26.6K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.31% | $464,858 | 4.2K | Q1 2026OLDER |
| First Citizens Asset Management, Inc.$178M AUM | 0.31% | $545,441 | 6.5K | Q1 2026OLDER |
| Mission Financial Group, LLC$108M AUM | 0.30% | $329,484 | 3.0K | Q1 2026OLDER |
| Sentinel Advisory Group, LLC$205M AUM | 0.30% | $622,558 | 5.6K | Q1 2026OLDER |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 0.30% | $487,805 | 4.3K | Q4 2025OLDER |
| Van Diest Capital, LLC$127M AUM | 0.30% | $200,999 | 1.8K | Q4 2025OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.30% | $1M | 8.9K | Q2 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.30% | $55M | 490.4K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.29% | $12M | 107.4K | Q3 2025OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.29% | $5M | 43.5K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 0.29% | $350,620 | 3.1K | Q3 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.29% | $14M | 127.9K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.28% | $463,072 | 4.1K | Q3 2025OLDER |
| Trust Point Inc.$1.2B AUM | 0.28% | $3M | 26.6K | Q2 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.28% | $17M | 155.6K | Q1 2026OLDER |
| Cannon Financial Strategists, Inc.$761M AUM | 0.28% | $2M | 19.1K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.27% | $4M | 38.3K | Q3 2025OLDER |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 0.27% | $287,116 | 2.6K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.27% | $594,177 | 5.3K | Q1 2026OLDER |
| Athena Investment Management$193M AUM | 0.27% | $514,418 | 4.6K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.27% | $407,144 | 3.7K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.27% | $74M | 662.3K | Q2 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.27% | $2M | 22.0K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.26% | $570,137 | 5.1K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.26% | $860,625 | 7.7K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.26% | $1M | 8.8K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.26% | $246M | 2.21M | Q1 2026OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.26% | $2M | 19.6K | Q1 2026OLDER |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 0.26% | $321,859 | 2.9K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.26% | $5M | 42.2K | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 0.26% | $2M | 17.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.26% | $12M | 111.2K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.26% | $786,162 | 7.1K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.25% | $2M | 15.2K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.25% | $374,402 | 3.4K | Q1 2026OLDER |
| Bedminster, LLC$107M AUM | 0.25% | $264,504 | 2.4K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.24% | $4M | 36.3K | Q1 2026OLDER |
| Ironwood Investment Counsel, LLC$694M AUM | 0.24% | $2M | 15.0K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.24% | $3M | 25.9K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.24% | $1M | 9.3K | Q1 2026OLDER |
| FORTRESS FINANCIAL GROUP, LLC$135M AUM | 0.24% | $322,305 | 2.9K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 0.24% | $319,433 | 2.8K | Q3 2025OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.24% | $557,630 | 5.0K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.24% | $426,512 | 3.8K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.23% | $474,790 | 4.3K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.23% | $7M | 62.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.23% | $881M | 7.91M | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.23% | $10M | 88.5K | Q1 2026OLDER |
| Angeles Investment Advisors, LLC$1.5B AUM | 0.23% | $3M | 30.6K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.23% | $5M | 42.7K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.23% | $1M | 11.1K | Q2 2026 |
| Milestone Asset Management Group, LLC$171M AUM | 0.22% | $382,415 | 3.4K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.22% | $990,658 | 8.9K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.22% | $463M | 4.30M | Q1 2026OLDER |
| Atlatl Advisers LLC$135M AUM | 0.22% | $299,697 | 2.7K | Q1 2026OLDER |
| CHARTER RESEARCH & INVESTMENT GROUP, INC.$150M AUM | 0.22% | $331,548 | 3.0K | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 0.22% | $3M | 26.7K | Q1 2026OLDER |
| LANE BROTHERS & CO INC$137M AUM | 0.22% | $299,928 | 2.7K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.22% | $1M | 11.6K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.22% | $903,657 | 8.1K | Q1 2026OLDER |
| Cornerstone Wealth Advisors, Inc.$434M AUM | 0.22% | $941,387 | 8.5K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.22% | $247,105 | 2.2K | Q1 2026OLDER |
| GatePass Capital, LLC$214M AUM | 0.22% | $375,235 | 3.3K | Q3 2025OLDER |
| A4 Wealth Advisors LLC$122M AUM | 0.21% | $262,388 | 2.4K | Q1 2026OLDER |
| BUSH INVESTMENT GROUP, LLC$179M AUM | 0.21% | $359,544 | 3.2K | Q4 2025OLDER |
| Cedar Point Capital Partners, LLC$154M AUM | 0.21% | $325,421 | 2.9K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.21% | $55M | 493.2K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.21% | $8M | 65.4K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.21% | $61M | 548.7K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.21% | $28M | 251.7K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.21% | $1M | 13.4K | Q1 2026OLDER |
| Synergy Financial Group, LTD$133M AUM | 0.21% | $275,418 | 2.5K | Q1 2026OLDER |
| Bonfire Financial$133M AUM | 0.21% | $274,908 | 2.5K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.20% | $1M | 8.0K | Q2 2026 |
| Clear Retirement Advice LLC$127M AUM | 0.20% | $259,603 | 2.3K | Q1 2026OLDER |
| Town Capital LLC$124M AUM | 0.20% | $251,808 | 2.3K | Q2 2026 |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.20% | $984,119 | 8.8K | Q1 2026OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.20% | $10M | 88.5K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.20% | $753,920 | 6.6K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.20% | $458,733 | 4.1K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.20% | $715,717 | 6.4K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.20% | $2M | 16.8K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.20% | $3M | 31.0K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.20% | $16M | 144.9K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 0.20% | $2M | 15.2K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.20% | $3M | 26.4K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.20% | $1M | 10.2K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.20% | $3M | 23.8K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.19% | $4M | 38.6K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.19% | $20M | 177.6K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.19% | $1M | 11.0K | Q1 2026OLDER |
| MYCIO WEALTH PARTNERS, LLC$502M AUM | 0.19% | $932,344 | 8.4K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.19% | $425,739 | 3.7K | Q3 2025OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.18% | $1M | 9.8K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.18% | $2M | 22.1K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.18% | $9M | 79.0K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.18% | $6M | 48.6K | Q2 2026 |
| Journey Beyond Wealth, LLC$116M AUM | 0.18% | $205,812 | 1.8K | Q1 2026OLDER |
| Ridgeline Wealth, LLC$171M AUM | 0.18% | $254,649 | 2.2K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.18% | $145M | 1.30M | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.18% | $2M | 20.5K | Q1 2026OLDER |
| Leisure Capital Management$286M AUM | 0.17% | $498,604 | 4.5K | Q1 2026OLDER |
| Tanglewood Wealth Management, Inc.$1.2B AUM | 0.17% | $2M | 18.9K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.17% | $4M | 34.0K | Q1 2026OLDER |
| Hudson Portfolio Management LLC$119M AUM | 0.17% | $204,921 | 1.8K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.17% | $243,121 | 2.2K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.17% | $20M | 180.5K | Q1 2026OLDER |
| NorthLanding Financial Partners, LLC$124M AUM | 0.17% | $211,653 | 1.9K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.17% | $4M | 34.7K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 0.17% | $1M | 11.0K | Q2 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.17% | $21M | 189.3K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.17% | $1M | 12.5K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.17% | $8M | 70.5K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 0.17% | $1M | 9.2K | Q1 2026OLDER |
| Future Fund LLC$284M AUM | 0.17% | $470,097 | 4.1K | Q3 2025OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.17% | $262,835 | 2.3K | Q3 2025OLDER |
| Noble Family Wealth, LLC$484M AUM | 0.16% | $797,410 | 7.2K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.16% | $7M | 63.4K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.16% | $298,137 | 2.7K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.16% | $849,688 | 7.5K | Q3 2025OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.16% | $237,467 | 2.1K | Q1 2026OLDER |
| EWA, LLC$441M AUM | 0.16% | $705,975 | 6.3K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.16% | $311,050 | 2.5K | Q2 2026 |
| BAM Wealth Management, LLC$134M AUM | 0.16% | $220,663 | 1.9K | Q4 2025OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.16% | $575,629 | 5.2K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.16% | $6M | 48.8K | Q2 2026 |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.16% | $1M | 9.1K | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.16% | $2M | 18.3K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.16% | $364,848 | 3.3K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.16% | $366,630 | 3.3K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.16% | $17M | 146.5K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.16% | $9M | 75.0K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.15% | $9M | 78.6K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.15% | $14M | 124.5K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.15% | $7M | 59.8K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.15% | $184,391 | 1.7K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.15% | $670,371 | 5.4K | Q2 2026 |
| Avestar Capital, LLC$1.6B AUM | 0.15% | $2M | 20.8K | Q1 2026OLDER |
| Urban Financial Advisory Corp$283M AUM | 0.15% | $420,282 | 3.8K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.15% | $307,604 | 2.8K | Q1 2026OLDER |
| Jasper Ridge Partners, L.P.$4.5B AUM | 0.15% | $7M | 59.4K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.15% | $9M | 81.9K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.15% | $6M | 53.8K | Q3 2025OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.14% | $234,220 | 2.1K | Q4 2025OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.14% | $2M | 14.8K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.14% | $18M | 159.6K | Q1 2026OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.14% | $6M | 55.9K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.14% | $6M | 56.5K | Q4 2025OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.14% | $227,860 | 2.0K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.14% | $878,285 | 7.9K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.14% | $2M | 12.4K | Q2 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.14% | $3M | 31.3K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 0.14% | $397,925 | 3.6K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.14% | $416,969 | 3.7K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.14% | $529,119 | 4.8K | Q1 2026OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.14% | $868,129 | 7.8K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.14% | $3M | 22.9K | Q1 2026OLDER |
| Empire Life Investments Inc.$1.6B AUM | 0.14% | $2M | 19.6K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.14% | $2M | 15.3K | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.13% | $4M | 38.9K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.13% | $4M | 34.8K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.13% | $408,840 | 3.7K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.13% | $520,877 | 4.7K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.13% | $2M | 17.5K | Q2 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.13% | $7M | 63.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.13% | $34M | 303.8K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.13% | $13M | 115.8K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.13% | $2M | 18.6K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.12% | $3M | 32.1K | Q1 2026OLDER |
| Faithward Advisors, LLC$701M AUM | 0.12% | $873,694 | 7.8K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.12% | $1M | 10.2K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.12% | $911,777 | 7.6K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.12% | $2M | 16.0K | Q4 2025OLDER |
| SilverOak Wealth Management LLC$632M AUM | 0.12% | $780,258 | 7.0K | Q1 2026OLDER |
| Daviman Financial, LLC$169M AUM | 0.12% | $202,974 | 1.8K | Q1 2026OLDER |
| James J. Burns & Company, LLC$737M AUM | 0.12% | $880,814 | 7.9K | Q1 2026OLDER |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 0.12% | $456,701 | 4.1K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 0.12% | $272,522 | 2.4K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.12% | $267,733 | 2.4K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.12% | $920,362 | 8.3K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.12% | $2M | 17.3K | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.12% | $3M | 29.2K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.12% | $6M | 55.0K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.12% | $796,016 | 7.1K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.11% | $85M | 763.7K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.11% | $215,723 | 1.9K | Q3 2025OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.11% | $808,125 | 7.3K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.11% | $10M | 87.8K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.11% | $1M | 10.2K | Q2 2026 |
| Quartz Partners, LLC$259M AUM | 0.11% | $282,880 | 2.5K | Q1 2026OLDER |
| Elevated Financial Group LLC$308M AUM | 0.11% | $334,667 | 3.0K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.11% | $25M | 225.2K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.11% | $1M | 10.7K | Q3 2025OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.11% | $2M | 15.1K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.11% | $724,643 | 7.2K | Q2 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.11% | $2M | 13.2K | Q2 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.11% | $10M | 87.6K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.11% | $421,196 | 3.8K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.11% | $398,171 | 3.6K | Q1 2026OLDER |
| Orin Green Financial, LLC$244M AUM | 0.11% | $257,265 | 2.3K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.10% | $14M | 122.7K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.10% | $14M | 125.3K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.10% | $12M | 106.9K | Q1 2026OLDER |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.10% | $743,283 | 6.7K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.10% | $482,128 | 3.9K | Q2 2026 |
| Hardy Reed LLC$1.4B AUM | 0.10% | $1M | 12.5K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.10% | $513,357 | 4.6K | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 0.10% | $529,372 | 4.4K | Q1 2026OLDER |
| Midwest Heritage Bank, FSB$312M AUM | 0.10% | $312,575 | 2.8K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.10% | $1M | 11.2K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.10% | $4M | 36.1K | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 0.10% | $269,850 | 2.4K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.10% | $602,734 | 5.4K | Q1 2026OLDER |
| Kelly Financial Services LLC$414M AUM | 0.10% | $410,738 | 3.7K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.10% | $274,082 | 2.5K | Q1 2026OLDER |
| KEYVANTAGE WEALTH, LLC$227M AUM | 0.10% | $230,497 | 2.0K | Q4 2025OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.10% | $148,755 | 1.3K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.10% | $2M | 15.8K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.10% | $873,586 | 7.8K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.10% | $386,642 | 3.2K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.10% | $407,948 | 3.7K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.10% | $24M | 215.4K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.10% | $5M | 43.4K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.09% | $174,383 | 1.5K | Q4 2025OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.09% | $195,454 | 1.8K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.09% | $989,968 | 8.9K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.