ISHARES TR
CUSIP 464289438
Ishares Tr has 634 institutional holders in Filings Flow’s 13F database, together reporting 46.98M shares worth $10.5B as of Q1 2026. The largest reported holders are Tiaa-Cref Individual & Institutional Services, LLC, Envestnet Portfolio Solutions, Inc., and Ameriprise Financial Inc.
Institutional Holders
634
Q1 2026
Reported Value
$10.5B
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 |
|---|---|---|---|---|
| Boulay Financial Advisors, LLC$871M AUM | 17.42% | $152M | 610.1K | Q1 2026OLDER |
| First Citizens Asset Management, Inc.$178M AUM | 16.53% | $29M | 244.4K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 14.14% | $115M | 462.6K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 11.98% | $42M | 168.3K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 11.98% | $42M | 168.3K | Q1 2026OLDER |
| BUSH INVESTMENT GROUP, LLC$179M AUM | 11.48% | $21M | 74.1K | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 11.45% | $28M | 111.9K | Q1 2026OLDER |
| Hidden Cove Wealth Management, LLC$156M AUM | 10.63% | $17M | 66.5K | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 9.83% | $33M | 132.3K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 9.72% | $51M | 206.9K | Q1 2026OLDER |
| Equity Wealth Partners, LLC$155M AUM | 9.62% | $15M | 59.8K | Q1 2026OLDER |
| Intelligence Driven Advisers, LLC$574M AUM | 8.93% | $51M | 205.8K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 8.90% | $13M | 54.2K | Q1 2026OLDER |
| Aspire Capital Advisors LLC$444M AUM | 8.14% | $36M | 145.2K | Q1 2026OLDER |
| Richard P Slaughter Associates Inc$463M AUM | 7.66% | $35M | 142.5K | Q1 2026OLDER |
| Portfolio Strategies, Inc.$811M AUM | 7.62% | $62M | 248.5K | Q1 2026OLDER |
| Forum Private Client Group LLC$300M AUM | 7.29% | $22M | 87.8K | Q1 2026OLDER |
| Fischer Financial Services, Inc.$297M AUM | 7.13% | $21M | 85.2K | Q1 2026OLDER |
| Cosner Financial Group, LLC$182M AUM | 7.11% | $13M | 52.0K | Q1 2026OLDER |
| Family Capital Management, Inc.$225M AUM | 7.08% | $16M | 64.0K | Q1 2026OLDER |
| MATTERS CAPITAL LLC$113M AUM | 6.99% | $8M | 31.7K | Q1 2026OLDER |
| Compton Wealth Advisory Group, LLC$449M AUM | 6.64% | $30M | 118.9K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 6.53% | $1.2B | 4.74M | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 5.54% | $8M | 31.4K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 5.47% | $15M | 59.9K | Q1 2026OLDER |
| Processus Wealth & Capital Management, LLC$147M AUM | 5.39% | $8M | 31.9K | Q1 2026OLDER |
| Sculati Wealth Management, LLC$271M AUM | 5.37% | $15M | 58.5K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 4.86% | $1.3B | 5.07M | Q1 2026OLDER |
| Bluesphere Advisors LLC$281M AUM | 4.50% | $13M | 50.8K | Q1 2026OLDER |
| SVB WEALTH LLC$1.5B AUM | 4.47% | $68M | 272.4K | Q1 2026OLDER |
| Cornerstone Wealth, LLC/TN$178M AUM | 4.33% | $8M | 27.6K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 3.99% | $6M | 22.6K | Q1 2026OLDER |
| Meridian Financial Partners LLC$263M AUM | 3.99% | $10M | 41.6K | Q1 2026OLDER |
| Providence Financial Advisors, LLC$175M AUM | 3.93% | $7M | 27.7K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 3.93% | $21M | 82.5K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 3.86% | $9M | 37.7K | Q1 2026OLDER |
| JSF Financial, LLC$510M AUM | 3.85% | $20M | 78.9K | Q1 2026OLDER |
| Atwater Malick LLC$370M AUM | 3.76% | $14M | 56.0K | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 3.68% | $8M | 32.3K | Q1 2026OLDER |
| 626 Financial, LLC$224M AUM | 3.51% | $8M | 31.6K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 3.34% | $42M | 168.2K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 3.23% | $73M | 292.1K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 3.14% | $52M | 207.5K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 3.12% | $64M | 258.8K | Q1 2026OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 3.06% | $8M | 33.6K | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 2.96% | $3M | 12.2K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 2.94% | $3M | 13.5K | Q1 2026OLDER |
| FORONJY FINANCIAL LLC$241M AUM | 2.93% | $7M | 28.3K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 2.90% | $37M | 150.3K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 2.85% | $10M | 41.0K | Q1 2026OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 2.82% | $10M | 40.9K | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 2.81% | $8M | 30.5K | Q1 2026OLDER |
| Symphony Financial Services, Inc.$195M AUM | 2.78% | $5M | 21.8K | Q1 2026OLDER |
| Passumpsic Savings Bank$183M AUM | 2.77% | $5M | 18.3K | Q4 2025OLDER |
| Nova Wealth Management, Inc.$154M AUM | 2.75% | $4M | 17.0K | Q1 2026OLDER |
| CGC Financial Services, LLC$346M AUM | 2.75% | $10M | 38.3K | Q1 2026OLDER |
| Veridan Wealth LLC$270M AUM | 2.73% | $7M | 29.7K | Q1 2026OLDER |
| Benchmark Financial, LLC$111M AUM | 2.72% | $3M | 12.2K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 2.70% | $4M | 17.1K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 2.64% | $125M | 4.52M | Q1 2026OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 2.44% | $3M | 11.4K | Q1 2026OLDER |
| GRANVILLE CAPITAL, INC.$191M AUM | 2.43% | $5M | 18.7K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 2.39% | $124M | 499.5K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 2.38% | $33M | 133.0K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 2.38% | $19M | 77.8K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 2.27% | $17M | 58.8K | Q1 2026OLDER |
| Crumly & Associates Inc.$522M AUM | 2.24% | $12M | 40.2K | Q2 2026 |
| Asset Allocation Strategies LLC$563M AUM | 2.24% | $13M | 50.6K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 2.21% | $93M | 372.7K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 2.09% | $3M | 10.3K | Q4 2025OLDER |
| WJ Wealth Management, LLC$214M AUM | 2.08% | $4M | 17.8K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 1.98% | $4M | 16.2K | Q2 2026 |
| Wharton Business Group, LLC$2.6B AUM | 1.89% | $50M | 201.4K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 1.79% | $24M | 95.5K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 1.74% | $3M | 14.0K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 1.69% | $4M | 16.0K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 1.64% | $5M | 18.6K | Q1 2026OLDER |
| Bouvel Investment Partners, LLC$345M AUM | 1.56% | $5M | 21.6K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 1.56% | $4M | 17.3K | Q1 2026OLDER |
| OxenFree Capital LLC$218M AUM | 1.54% | $3M | 11.8K | Q2 2026 |
| Post Resch Tallon Group Inc.$145M AUM | 1.53% | $2M | 7.6K | Q2 2026 |
| Certified Advisory Corp$1.1B AUM | 1.46% | $16M | 65.4K | Q1 2026OLDER |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM | 1.44% | $2M | 8.6K | Q1 2026OLDER |
| EWG Elevate Inc.$320M AUM | 1.40% | $4M | 16.4K | Q3 2025OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 1.40% | $2M | 8.5K | Q1 2026OLDER |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 1.39% | $2M | 8.6K | Q1 2026OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 1.37% | $4M | 17.2K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 1.28% | $5M | 21.3K | Q1 2026OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 1.26% | $5M | 30.5K | Q1 2026OLDER |
| REDSTONE WEALTH MANAGEMENT, LLC$125M AUM | 1.21% | $2M | 6.1K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 1.18% | $11M | 42.4K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 1.13% | $7M | 27.6K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 1.11% | $41M | 163.0K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 1.03% | $9M | 34.4K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 1.02% | $5M | 20.0K | Q1 2026OLDER |
| Ciovacco Capital Management LLC$172M AUM | 0.96% | $2M | 6.9K | Q4 2025OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.90% | $16M | 64.1K | Q1 2026OLDER |
| KELLY FINANCIAL GROUP LLC$398M AUM | 0.89% | $4M | 14.2K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.89% | $164M | 658.9K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.88% | $2M | 8.6K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.88% | $3M | 11.6K | Q1 2026OLDER |
| Oak Harvest Investment Services$958M AUM | 0.84% | $8M | 32.2K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.82% | $2M | 7.3K | Q1 2026OLDER |
| Bawa N Mallick Trust$244M AUM | 0.82% | $2M | 8.0K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.78% | $3M | 13.1K | Q1 2026OLDER |
| Stokes Capital Advisors, LLC$446M AUM | 0.77% | $3M | 13.8K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.77% | $6M | 22.3K | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.75% | $43M | 153.6K | Q4 2025OLDER |
| Whelan Financial$322M AUM | 0.75% | $2M | 9.7K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 0.72% | $2M | 8.0K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.70% | $11M | 43.8K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.69% | $14M | 52.0K | Q3 2025OLDER |
| Financial Partners Group, Inc$836M AUM | 0.68% | $6M | 23.0K | Q1 2026OLDER |
| Landing Point Financial Group, LLC$206M AUM | 0.68% | $1M | 5.7K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.67% | $1M | 3.9K | Q4 2025OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.66% | $8M | 33.7K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.66% | $35M | 139.3K | Q1 2026OLDER |
| Seros Financial, LLC$157M AUM | 0.66% | $1M | 4.1K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.64% | $8M | 30.0K | Q3 2025OLDER |
| Sugar Maple Asset Management, LLC$165M AUM | 0.63% | $1M | 4.2K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.60% | $910,710 | 3.7K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.60% | $13M | 53.3K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.60% | $9M | 29.4K | Q2 2026 |
| Mueller Wealth, LLC$125M AUM | 0.59% | $745,161 | 3.0K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.58% | $3M | 10.0K | Q3 2025OLDER |
| Elm3 Financial Group, LLC$118M AUM | 0.58% | $682,795 | 2.7K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.57% | $813,458 | 3.3K | Q1 2026OLDER |
| Performance Wealth Partners, LLC$3.4B AUM | 0.57% | $19M | 78.3K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.56% | $7M | 26.5K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.56% | $842,161 | 3.4K | Q1 2026OLDER |
| WESTCO ADVISORY SERVICES INC /ADV$163M AUM | 0.55% | $893,685 | 3.2K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.55% | $575,772 | 2.7K | Q2 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6.8B AUM | 0.55% | $37M | 150.5K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.52% | $793,578 | 3.2K | Q1 2026OLDER |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 0.52% | $898,064 | 3.6K | Q1 2026OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.51% | $2M | 7.4K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.51% | $2M | 7.1K | Q2 2026 |
| Trivium Point Advisory, LLC$553M AUM | 0.51% | $3M | 11.3K | Q1 2026OLDER |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.50% | $3M | 12.9K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.50% | $9M | 37.9K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.50% | $830,344 | 3.3K | Q1 2026OLDER |
| Prospect Financial Services LLC$164M AUM | 0.49% | $798,290 | 3.2K | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 0.49% | $2M | 6.4K | Q3 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.48% | $39M | 156.8K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.47% | $4M | 14.4K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.44% | $3M | 12.6K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.44% | $6M | 23.7K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.43% | $501,661 | 2.0K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.43% | $69M | 251.4K | Q3 2025OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.42% | $2M | 6.9K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.42% | $1M | 5.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.40% | $347M | 1.39M | Q1 2026OLDER |
| Mason & Associates, LLC$437M AUM | 0.39% | $2M | 6.9K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.37% | $11M | 44.0K | Q1 2026OLDER |
| Compass Financial Services Inc$231M AUM | 0.37% | $854,795 | 3.4K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.37% | $3M | 13.7K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.36% | $528,287 | 2.1K | Q1 2026OLDER |
| Empire Life Investments Inc.$1.6B AUM | 0.36% | $6M | 23.5K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.36% | $2M | 6.3K | Q4 2025OLDER |
| Cooper Financial Group$1.2B AUM | 0.35% | $4M | 14.7K | Q2 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.35% | $3M | 11.9K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.34% | $4M | 15.5K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.34% | $460,852 | 1.9K | Q1 2026OLDER |
| PTM WEALTH MANAGEMENT, LLC$189M AUM | 0.33% | $630,537 | 2.5K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.33% | $2M | 7.7K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.33% | $1M | 5.3K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.32% | $106M | 426.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.32% | $228M | 916.7K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.32% | $19M | 77.7K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.31% | $26M | 105.9K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.31% | $577,057 | 2.3K | Q1 2026OLDER |
| Independent Wealth Advisors LLC$102M AUM | 0.31% | $315,280 | 1.3K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.31% | $8M | 29.1K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.31% | $5M | 22.0K | Q1 2026OLDER |
| Wick Capital Partners, LLC$548M AUM | 0.30% | $2M | 6.7K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.30% | $18M | 72.5K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.30% | $55M | 221.9K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.30% | $26M | 104.9K | Q1 2026OLDER |
| Daviman Financial, LLC$169M AUM | 0.30% | $504,150 | 2.0K | Q1 2026OLDER |
| Cyr Financial Inc.$170M AUM | 0.29% | $490,236 | 2.0K | Q1 2026OLDER |
| Alpha Financial Partners LLC$169M AUM | 0.29% | $487,250 | 2.0K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.29% | $4M | 16.2K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.29% | $414,466 | 1.7K | Q1 2026OLDER |
| Yoder Wealth Management, Inc.$219M AUM | 0.27% | $599,953 | 2.4K | Q1 2026OLDER |
| HRC WEALTH MANAGEMENT, LLC$212M AUM | 0.27% | $576,232 | 2.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.27% | $98M | 394.3K | Q1 2026OLDER |
| Expressive Wealth LLC$105M AUM | 0.27% | $250,908 | 906 | Q4 2025OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.26% | $469,536 | 1.7K | Q4 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.26% | $2M | 7.0K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.26% | $515,848 | 2.1K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.26% | $2M | 9.5K | Q1 2026OLDER |
| INSTRUMENTAL WEALTH, LLC$163M AUM | 0.26% | $418,528 | 1.7K | Q1 2026OLDER |
| GRANITE ISLANDS PRIVATE WEALTH, LLC$109M AUM | 0.25% | $275,276 | 998 | Q4 2025OLDER |
| Inscription Capital, LLC$951M AUM | 0.25% | $2M | 9.6K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.25% | $3M | 11.2K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.24% | $729,785 | 2.6K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.24% | $1M | 4.2K | Q1 2026OLDER |
| Tenzing Financial LLC$146M AUM | 0.24% | $352,710 | 1.2K | Q2 2026 |
| NWAM LLC$1.7B AUM | 0.24% | $4M | 16.8K | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.24% | $330,957 | 1.3K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.24% | $820,958 | 2.8K | Q2 2026 |
| OBSIDIAN CIO, LLC$111M AUM | 0.24% | $263,778 | 1.1K | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.23% | $814,665 | 3.0K | Q3 2025OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.23% | $432,000 | 1.7K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.23% | $5M | 19.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.23% | $16M | 62.4K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.23% | $4M | 17.4K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.22% | $712,739 | 2.9K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.22% | $262,579 | 1.1K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.22% | $3M | 8.7K | Q2 2026 |
| Life Planning Partners, Inc$131M AUM | 0.22% | $284,175 | 1.1K | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.22% | $6M | 22.2K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.21% | $738,806 | 3.0K | Q2 2026 |
| Financial Advocates Investment Management$178M AUM | 0.21% | $381,399 | 1.4K | Q3 2025OLDER |
| MY Wealth Management Inc.$103M AUM | 0.21% | $218,534 | 1.0K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.21% | $28M | 113.4K | Q1 2026OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 0.21% | $245,283 | 844 | Q2 2026 |
| Able Wealth Management LLC$374M AUM | 0.21% | $780,051 | 3.1K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.21% | $3M | 12.6K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.21% | $141M | 568.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.20% | $881M | 3.54M | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.20% | $2M | 7.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.20% | $2M | 9.2K | Q1 2026OLDER |
| apricus wealth, LLC$205M AUM | 0.20% | $366,691 | 1.3K | Q3 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.20% | $18M | 73.7K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.19% | $3M | 11.4K | Q1 2026OLDER |
| MEMBERS WEALTH LLC$182M AUM | 0.19% | $349,616 | 1.2K | Q2 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.19% | $1M | 4.8K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.19% | $518,021 | 1.9K | Q3 2025OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.19% | $8M | 30.6K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.19% | $10M | 34.2K | Q2 2026 |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.18% | $343,399 | 1.4K | Q1 2026OLDER |
| Coquina Private Wealth LLC$124M AUM | 0.18% | $229,928 | 924 | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.18% | $2M | 6.7K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.18% | $25M | 99.6K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.18% | $407,600 | 1.6K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.18% | $6M | 23.5K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.18% | $1M | 5.7K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.17% | $2M | 9.6K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.17% | $1M | 5.0K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.17% | $459,581 | 1.8K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.17% | $2M | 8.5K | Q1 2026OLDER |
| Cannon Wealth Management Services, LLC$148M AUM | 0.17% | $247,596 | 995 | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.17% | $3M | 10.9K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.17% | $923,821 | 3.7K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.17% | $531,749 | 2.1K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.17% | $535,204 | 2.2K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.17% | $420,291 | 1.7K | Q1 2026OLDER |
| Persium Advisors, LLC$127M AUM | 0.16% | $208,279 | 837 | Q1 2026OLDER |
| Centerpoint Advisory Group$133M AUM | 0.16% | $215,247 | 865 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.16% | $45M | 180.2K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.16% | $14M | 56.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.16% | $594M | 2.39M | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.15% | $6M | 20.1K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.15% | $114M | 459.9K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.15% | $9M | 31.5K | Q4 2025OLDER |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.15% | $316,479 | 1.3K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.15% | $13M | 51.1K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.15% | $3M | 13.2K | Q1 2026OLDER |
| ArchPoint Investors$420M AUM | 0.15% | $609,658 | 2.5K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.15% | $649,472 | 2.6K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 0.14% | $914,585 | 3.7K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.14% | $931,159 | 3.7K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.14% | $1M | 5.2K | Q1 2026OLDER |
| Private Wealth Group, LLC$259M AUM | 0.14% | $354,847 | 1.2K | Q2 2026 |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.14% | $1M | 4.7K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.14% | $758,295 | 3.0K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 0.14% | $217,565 | 749 | Q2 2026 |
| Bravias Capital Group, LLC$153M AUM | 0.13% | $204,795 | 823 | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.13% | $1M | 5.1K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.13% | $671,219 | 2.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.13% | $6M | 25.5K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.13% | $4M | 14.4K | Q1 2026OLDER |
| Safeguard Investment Advisory Group, LLC$362M AUM | 0.13% | $472,248 | 1.9K | Q1 2026OLDER |
| GenWealth Group, Inc.$584M AUM | 0.13% | $760,206 | 3.1K | Q1 2026OLDER |
| BCU Wealth Advisors, LLC$268M AUM | 0.13% | $348,747 | 1.4K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.13% | $2M | 9.9K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.13% | $259,009 | 1.0K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.13% | $261,531 | 1.1K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.13% | $2M | 6.8K | Q1 2026OLDER |
| LIBRA WEALTH LLC$355M AUM | 0.13% | $417,316 | 1.5K | Q3 2025OLDER |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.12% | $282,360 | 1.1K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.12% | $2M | 6.5K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.12% | $4M | 14.5K | Q3 2025OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 0.12% | $442,762 | 1.8K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.12% | $2M | 6.7K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.12% | $4M | 15.4K | Q2 2026 |
| TILIA FIDUCIARY PARTNERS, INC.$182M AUM | 0.12% | $212,413 | 767 | Q4 2025OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.12% | $2M | 8.4K | Q1 2026OLDER |
| Auxano Advisors, LLC$501M AUM | 0.11% | $575,567 | 2.3K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.11% | $504,449 | 2.0K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.11% | $250,937 | 917 | Q3 2025OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.11% | $466,575 | 1.9K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.11% | $6M | 23.9K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.11% | $6M | 23.7K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.11% | $812,463 | 3.3K | Q1 2026OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 0.10% | $412,390 | 1.4K | Q2 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.10% | $16M | 56.8K | Q1 2026OLDER |
| Rooted Wealth Advisors, Inc.$379M AUM | 0.10% | $382,841 | 1.4K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.10% | $1M | 4.5K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.10% | $7M | 30.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.10% | $93M | 373.8K | Q1 2026OLDER |
| INTREPID CAPITAL MANAGEMENT INC$261M AUM | 0.10% | $254,876 | 1.0K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.10% | $416,320 | 1.7K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.10% | $474,641 | 1.9K | Q1 2026OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.10% | $950,735 | 3.4K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.09% | $25M | 100.5K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.09% | $1M | 5.0K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.09% | $3M | 10.9K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.09% | $2M | 7.1K | Q3 2025OLDER |
| Colonial River Investments, LLC$279M AUM | 0.09% | $244,780 | 895 | Q3 2025OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.09% | $287,629 | 1.2K | Q1 2026OLDER |
| Financial Council, LLC$259M AUM | 0.09% | $230,426 | 926 | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 0.09% | $302,472 | 1.2K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.09% | $898,312 | 3.6K | Q1 2026OLDER |
| Peachtree Investment Partners, LLC$262M AUM | 0.09% | $263,093 | 950 | Q4 2025OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.09% | $326,557 | 1.2K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.08% | $5M | 21.8K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.08% | $2M | 8.8K | Q2 2026 |
| GWN SECURITIES INC.$523M AUM | 0.08% | $436,286 | 1.8K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.08% | $13M | 53.9K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.08% | $446,366 | 1.8K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.08% | $5M | 18.7K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.08% | $3M | 9.0K | Q2 2026 |
| Kelly Financial Services LLC$414M AUM | 0.08% | $332,624 | 1.3K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.08% | $1,319 | 4.8K | Q4 2025OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.08% | $3M | 11.5K | Q1 2026OLDER |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.08% | $326,273 | 1.1K | Q2 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.08% | $1M | 5.5K | Q1 2026OLDER |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 0.08% | $219,058 | 880 | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.08% | $1M | 5.6K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.08% | $1M | 5.2K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 0.08% | $387,404 | 1.3K | Q2 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.08% | $2M | 7.6K | Q1 2026OLDER |
| FIDUCIARY FAMILY OFFICE, LLC$351M AUM | 0.08% | $265,015 | 1.1K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.07% | $5M | 20.7K | Q1 2026OLDER |
| Slagle Financial, LLC$303M AUM | 0.07% | $220,717 | 887 | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.07% | $2M | 8.2K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.07% | $21M | 84.8K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.07% | $544,808 | 2.2K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.07% | $2M | 8.6K | Q1 2026OLDER |
| TCP Asset Management, LLC$778M AUM | 0.07% | $554,664 | 2.2K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 0.07% | $372,766 | 1.5K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.07% | $4M | 14.1K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.07% | $721,636 | 2.9K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.07% | $235,216 | 809 | Q2 2026 |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.07% | $496,738 | 2.0K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.07% | $3M | 11.3K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.07% | $5M | 16.5K | Q2 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC$578M AUM | 0.07% | $380,784 | 1.5K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.06% | $2M | 8.6K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.06% | $617,858 | 2.1K | Q2 2026 |
| Hobbs Group Advisors, LLC$334M AUM | 0.06% | $211,621 | 764 | Q4 2025OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 0.06% | $315,281 | 1.3K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.06% | $686,322 | 2.4K | Q2 2026 |
| Stratos Investment Management, LLC$2.5B AUM | 0.06% | $2M | 6.4K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.06% | $5M | 20.3K | Q1 2026OLDER |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 0.06% | $926,080 | 3.7K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.06% | $5M | 18.2K | Q1 2026OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 0.06% | $1M | 5.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.06% | $835M | 3.36M | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.06% | $2M | 7.0K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.06% | $2M | 6.5K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.06% | $75M | 302.0K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.06% | $2M | 7.0K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.06% | $5M | 18.7K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.06% | $13M | 50.7K | Q1 2026OLDER |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM | 0.06% | $324,736 | 1.3K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.06% | $519,080 | 2.1K | Q1 2026OLDER |
| Mason & Associates Inc$516M AUM | 0.05% | $278,044 | 1.2K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.05% | $10M | 39.9K | Q1 2026OLDER |
| American Trust$1.1B AUM | 0.05% | $607,308 | 2.4K | Q1 2026OLDER |
| Northwest Quadrant Wealth Management, LLC$481M AUM | 0.05% | $256,053 | 1.0K | Q1 2026OLDER |
| Rockport Wealth LLC$549M AUM | 0.05% | $286,166 | 1.1K | Q1 2026OLDER |
| NORRIS PERNE & FRENCH LLP/MI$1.5B AUM | 0.05% | $775,432 | 2.8K | Q4 2025OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.05% | $221,275 | 799 | Q4 2025OLDER |
| Curi Capital, LLC$5.6B AUM | 0.05% | $3M | 11.5K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.05% | $390,163 | 1.6K | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 0.05% | $502,159 | 2.0K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.05% | $3M | 10.8K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.05% | $750,388 | 2.6K | Q2 2026 |
| XY Planning Network, Inc.$626M AUM | 0.05% | $294,925 | 1.2K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.05% | $621,644 | 2.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.05% | $2M | 8.7K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.05% | $210,364 | 759 | Q4 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.05% | $314,587 | 1.3K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.04% | $365,048 | 1.5K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.04% | $790,122 | 3.2K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.04% | $419,456 | 1.7K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.04% | $358,134 | 1.4K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.04% | $205,542 | 826 | Q1 2026OLDER |
| Family Investment Center, Inc.$520M AUM | 0.04% | $214,352 | 774 | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.04% | $140M | 562.9K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.04% | $295,629 | 1.2K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.04% | $467,073 | 1.9K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.04% | $373,375 | 1.5K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.04% | $1M | 5.0K | Q1 2026OLDER |
| MANCHESTER FINANCIAL INC$521M AUM | 0.04% | $215,505 | 866 | Q1 2026OLDER |
| TFO Wealth Partners, LLC$735M AUM | 0.04% | $303,087 | 1.2K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.04% | $1M | 4.3K | Q1 2026OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 0.04% | $296,880 | 1.1K | Q4 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.04% | $1M | 4.3K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.04% | $1M | 5.8K | Q1 2026OLDER |
| Johnson Financial Group, LLC$1.5B AUM | 0.04% | $580,046 | 2.3K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.04% | $229,928 | 924 | Q1 2026OLDER |
| Rodgers & Associates, LTD$982M AUM | 0.04% | $366,044 | 1.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.04% | $3M | 11.2K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $942,359 | 3.8K | Q1 2026OLDER |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.04% | $201,560 | 810 | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.04% | $2M | 6.1K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $184M | 738.4K | Q2 2026 |
| TRUE Private Wealth Advisors$1.0B AUM | 0.03% | $354,132 | 1.4K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.03% | $223,956 | 900 | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.03% | $103,299 | 373 | Q4 2025OLDER |
| New Republic Capital, LLC$297M AUM | 0.03% | $98,292 | 395 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $31M | 125.3K | Q1 2026OLDER |
| Rather & Kittrell, Inc.$648M AUM | 0.03% | $214,002 | 860 | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.03% | $63,952 | 257 | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.03% | $1M | 4.2K | Q1 2026OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.03% | $831,624 | 3.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.03% | $119M | 476.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $3M | 13.4K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.03% | $3M | 10.3K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.03% | $1M | 5.3K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.03% | $48,984 | 179 | Q3 2025OLDER |
| Rice Partnership, LLC$732M AUM | 0.03% | $218,783 | 790 | Q4 2025OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.03% | $222,477 | 894 | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.03% | $634,045 | 2.5K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.03% | $204,791 | 823 | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.03% | $587,521 | 2.1K | Q3 2025OLDER |
| L & S Advisors Inc$795M AUM | 0.03% | $225,357 | 906 | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.03% | $458,114 | 1.8K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.03% | $124,420 | 500 | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.03% | $248,093 | 997 | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 0.03% | $247,347 | 994 | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 11.1K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $1M | 7.1K | Q4 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.03% | $395,209 | 1.4K | Q2 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.03% | $818,422 | 3.3K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.03% | $2M | 8.4K | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.03% | $105,757 | 425 | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.03% | $912,261 | 3.7K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.03% | $1M | 4.4K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.02% | $140,346 | 564 | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.02% | $380,725 | 1.5K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.02% | $2M | 7.9K | Q3 2025OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.02% | $429,747 | 1.7K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $1M | 4.3K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.02% | $431,986 | 1.7K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $554,779 | 2.2K | Q1 2026OLDER |
| DDD Partners, LLC$1.5B AUM | 0.02% | $350,864 | 1.4K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.02% | $211,265 | 849 | Q1 2026OLDER |
| Planning Project LLC$398M AUM | 0.02% | $94,251 | 340 | Q4 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $450,650 | 1.8K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.02% | $2M | 8.9K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.02% | $301,974 | 1.2K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.02% | $232,334 | 934 | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $282,682 | 1.1K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.02% | $823,181 | 3.3K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.02% | $371,700 | 1.5K | Q1 2026OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 0.02% | $508,878 | 2.0K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.02% | $106,752 | 429 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $366M | 1.32M | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.02% | $103,269 | 415 | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $588,465 | 2.4K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.02% | $45M | 186.7K | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 0.02% | $45,918 | 158 | Q2 2026 |
| Colonial Trust Co / SC$735M AUM | 0.02% | $158,262 | 636 | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 5.4K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.02% | $3M | 10.6K | Q1 2026OLDER |
| Arvest Bank Trust Division$1.8B AUM | 0.02% | $392,420 | 1.6K | Q1 2026OLDER |
| Red Door Wealth Management, LLC$962M AUM | 0.02% | $203,909 | 819 | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.02% | $349,272 | 1.3K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.02% | $454,977 | 1.8K | Q2 2026 |
| Proficio Capital Partners LLC$1.9B AUM | 0.02% | $389,435 | 1.5K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.02% | $211,016 | 848 | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.02% | $581,018 | 2.8K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $803,387 | 3.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.02% | $674,238 | 2.3K | Q2 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.02% | $343,400 | 1.4K | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 0.02% | $43,757 | 158 | Q4 2025OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.02% | $46,782 | 188 | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.02% | $150,798 | 606 | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $434,812 | 1.7K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.02% | $263,924 | 953 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $10M | 41.2K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.02% | $547,970 | 2.2K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.02% | $4M | 15.4K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.02% | $271,124 | 979 | Q4 2025OLDER |
| PFG Advisors$2.1B AUM | 0.02% | $359,083 | 1.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.02% | $28M | 114.0K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.02% | $254,563 | 1.0K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 4.3K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.02% | $58,157 | 210 | Q4 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $595,403 | 2.0K | Q2 2026 |
| HBK Sorce Advisory LLC$5.0B AUM | 0.02% | $851,148 | 2.9K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.02% | $25,609 | 103 | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.02% | $2M | 8.4K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $31,575 | 127 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $106M | 426.8K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.