ISHARES TR
CUSIP 46429B267
Ishares Tr has 922 institutional holders in Filings Flow’s 13F database, together reporting 1768.09M shares worth $40.1B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Jpmorgan Chase & Co, and Envestnet Asset Management Inc.
Institutional Holders
922
Q1 2026
Reported Value
$40.1B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Jordan Park Group LLC$1.9B AUM | 15.27% | $287M | 12.52M | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 14.87% | $240M | 10.48M | Q1 2026OLDER |
| Fund Evaluation Group, LLC$3.3B AUM | 12.67% | $412M | 18.00M | Q1 2026OLDER |
| Dodds Wealth, LLC$407M AUM | 11.20% | $46M | 1.99M | Q1 2026OLDER |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO$245M AUM | 10.17% | $25M | 1.09M | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 8.70% | $18M | 782.3K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 8.52% | $85M | 3.72M | Q1 2026OLDER |
| Pacific Wealth Management$186M AUM | 7.77% | $14M | 630.4K | Q1 2026OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 7.71% | $15M | 651.5K | Q1 2026OLDER |
| Envision Financial Planning, LLC$276M AUM | 7.69% | $21M | 927.9K | Q1 2026OLDER |
| STOLZ & ASSOCIATES, PS$143M AUM | 7.43% | $11M | 464.9K | Q1 2026OLDER |
| Juno Financial Group LLC$255M AUM | 6.78% | $17M | 755.4K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 6.76% | $36M | 1.55M | Q1 2026OLDER |
| STAR Financial Bank$212M AUM | 6.24% | $13M | 577.2K | Q1 2026OLDER |
| DDFG, Inc$464M AUM | 6.20% | $29M | 1.26M | Q1 2026OLDER |
| Peak Wealth Management LLC$122M AUM | 6.02% | $7M | 320.1K | Q1 2026OLDER |
| Roberts Financial Services LLC$314M AUM | 5.94% | $19M | 815.9K | Q1 2026OLDER |
| Henderson Brothers Financial Partners, LLC$395M AUM | 5.84% | $23M | 1.01M | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 5.76% | $7M | 302.1K | Q1 2026OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 5.62% | $78M | 3.41M | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 5.48% | $114M | 4.94M | Q3 2025OLDER |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 5.11% | $10M | 424.0K | Q2 2026 |
| Snider Financial Group$331M AUM | 5.08% | $17M | 734.2K | Q1 2026OLDER |
| Spectrum Strategic Capital Management, LLC$186M AUM | 4.95% | $9M | 401.6K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 4.66% | $13M | 562.0K | Q1 2026OLDER |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 4.57% | $5M | 212.4K | Q1 2026OLDER |
| Connecticut Capital Management Group, LLC$106M AUM | 4.56% | $5M | 210.9K | Q1 2026OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 4.47% | $586M | 25.61M | Q1 2026OLDER |
| Hirtle & Co., LLC$2.9B AUM | 4.40% | $128M | 5.60M | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 4.26% | $12M | 527.9K | Q1 2026OLDER |
| Atlatl Advisers LLC$135M AUM | 4.20% | $6M | 247.0K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 4.18% | $95M | 4.17M | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 4.17% | $8M | 357.1K | Q1 2026OLDER |
| Coign Capital Advisors LLC$190M AUM | 4.01% | $8M | 333.5K | Q1 2026OLDER |
| Phoenix Wealth Advisors$253M AUM | 3.98% | $10M | 439.5K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 3.88% | $187M | 8.17M | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 3.73% | $9M | 377.4K | Q1 2026OLDER |
| PARAGON CAPITAL MANAGEMENT INC$118M AUM | 3.72% | $4M | 191.7K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 3.68% | $33M | 1.45M | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 3.66% | $11M | 494.3K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 3.61% | $30M | 1.31M | Q2 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 3.54% | $45M | 1.95M | Q1 2026OLDER |
| Westshore Wealth, LLC$285M AUM | 3.44% | $10M | 427.9K | Q1 2026OLDER |
| Bedminster, LLC$107M AUM | 3.44% | $4M | 161.3K | Q1 2026OLDER |
| Silphium Asset Management Ltd$264M AUM | 3.36% | $11M | 491.2K | Q3 2025OLDER |
| Lifeworks Advisors, LLC$779M AUM | 3.35% | $26M | 1.14M | Q1 2026OLDER |
| CROBAN$213M AUM | 3.31% | $7M | 298.3K | Q4 2025OLDER |
| True Vision MN LLC$194M AUM | 3.27% | $6M | 277.0K | Q1 2026OLDER |
| Kelly Financial Services LLC$414M AUM | 3.26% | $14M | 591.2K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 3.23% | $100M | 4.37M | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 3.22% | $8M | 344.5K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 3.18% | $19M | 824.4K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 3.15% | $18M | 773.3K | Q1 2026OLDER |
| Johnson Bixby & Associates, LLC$806M AUM | 3.12% | $25M | 1.10M | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 3.05% | $19M | 835.5K | Q2 2026 |
| Center For Asset Management LLC$201M AUM | 3.01% | $6M | 264.4K | Q1 2026OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 2.95% | $8M | 350.4K | Q1 2026OLDER |
| Roan Capital Partners$121M AUM | 2.93% | $4M | 154.8K | Q2 2026 |
| Cobblestone Asset Management LLC$222M AUM | 2.86% | $6M | 278.0K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 2.85% | $21M | 907.5K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 2.84% | $7M | 324.8K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 2.83% | $38M | 1.67M | Q1 2026OLDER |
| Bernardo Wealth Planning LLC$511M AUM | 2.82% | $14M | 628.3K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 2.78% | $4M | 156.4K | Q1 2026OLDER |
| Stonekeep Investments, LLC$154M AUM | 2.76% | $4M | 186.0K | Q1 2026OLDER |
| Centerline Wealth Advisors, LLC$278M AUM | 2.68% | $7M | 325.2K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 2.62% | $25M | 1.11M | Q1 2026OLDER |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 2.61% | $4M | 174.0K | Q1 2026OLDER |
| Chatterton & Associates Inc.$143M AUM | 2.57% | $4M | 160.4K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 2.57% | $20M | 853.8K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 2.56% | $7M | 329.1K | Q2 2026 |
| Davis Wealth Advisors, LLC$120M AUM | 2.56% | $3M | 134.5K | Q1 2026OLDER |
| Daviman Financial, LLC$169M AUM | 2.53% | $4M | 186.7K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 2.52% | $15M | 638.3K | Q4 2025OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 2.52% | $76M | 3.33M | Q1 2026OLDER |
| ONE Advisory Partners, LLC$324M AUM | 2.51% | $8M | 355.4K | Q1 2026OLDER |
| Family Capital Trust Co$276M AUM | 2.50% | $7M | 302.0K | Q1 2026OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 2.50% | $7M | 308.6K | Q2 2026 |
| Genus Capital Management Inc.$873M AUM | 2.45% | $21M | 932.9K | Q1 2026OLDER |
| Capital Planning Advisors, LLC$692M AUM | 2.42% | $17M | 731.4K | Q1 2026OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 2.40% | $117M | 5.10M | Q1 2026OLDER |
| Addison Capital Co$562M AUM | 2.35% | $13M | 577.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 2.33% | $1.7B | 75.29M | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 2.32% | $13M | 565.8K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 2.30% | $7M | 303.7K | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$132M AUM | 2.24% | $3M | 128.8K | Q1 2026OLDER |
| Fairtree Asset Management (Pty) Ltd$218M AUM | 2.21% | $5M | 209.8K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 2.17% | $535M | 23.37M | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 2.16% | $85M | 3.69M | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 2.13% | $5M | 234.2K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 1.98% | $7M | 294.5K | Q1 2026OLDER |
| AtlasMark Financial, Inc$155M AUM | 1.97% | $3M | 132.6K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 1.96% | $2M | 96.3K | Q1 2026OLDER |
| Cadia Private Client LLC$123M AUM | 1.94% | $2M | 104.4K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 1.91% | $2M | 96.0K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 1.89% | $7M | 299.6K | Q1 2026OLDER |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 1.86% | $3M | 146.9K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 1.83% | $31M | 1.37M | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 1.82% | $7M | 306.2K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 1.80% | $11M | 476.8K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 1.78% | $2M | 78.2K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 1.74% | $14M | 595.7K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 1.73% | $4M | 161.8K | Q1 2026OLDER |
| J.M. Arbour, LLC$104M AUM | 1.73% | $2M | 78.5K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 1.70% | $7M | 291.8K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 1.68% | $24M | 1.06M | Q1 2026OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 1.66% | $34M | 1.50M | Q1 2026OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 1.66% | $2M | 81.0K | Q1 2026OLDER |
| Norinchukin Bank, The$8.6B AUM | 1.65% | $141M | 6.16M | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 1.64% | $3M | 144.6K | Q1 2026OLDER |
| Town Capital LLC$124M AUM | 1.64% | $2M | 88.3K | Q2 2026 |
| Lineweaver Wealth Advisors, LLC$845M AUM | 1.61% | $14M | 598.7K | Q2 2026 |
| Element Wealth, LLC$242M AUM | 1.61% | $4M | 170.7K | Q1 2026OLDER |
| PW ADVISORS, LLC \ FL$133M AUM | 1.61% | $2M | 86.9K | Q4 2025OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 1.58% | $3M | 121.4K | Q1 2026OLDER |
| Bull Oak Capital, LLC$260M AUM | 1.57% | $4M | 178.6K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 1.56% | $13M | 545.7K | Q1 2026OLDER |
| Shira Ridge Wealth Management$287M AUM | 1.55% | $4M | 195.4K | Q2 2026 |
| BCGM Wealth Management, LLC$398M AUM | 1.55% | $6M | 269.7K | Q1 2026OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 1.54% | $66M | 2.90M | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 1.51% | $3M | 114.6K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 1.50% | $2M | 96.7K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 1.45% | $1.2B | 46.83M | Q1 2026OLDER |
| Jordan Park Trust Co LLC$131M AUM | 1.45% | $2M | 82.9K | Q1 2026OLDER |
| Storen Legacy Partners, LLC$319M AUM | 1.45% | $5M | 201.8K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 1.42% | $2M | 104.4K | Q1 2026OLDER |
| 4WEALTH ADVISORS, INC.$117M AUM | 1.41% | $2M | 72.3K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 1.40% | $227M | 9.93M | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 1.37% | $5M | 216.0K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 1.36% | $3M | 150.4K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 1.35% | $4M | 189.1K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 1.33% | $79M | 3.46M | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 1.32% | $152M | 6.63M | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 1.31% | $4M | 192.2K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 1.29% | $32M | 1.39M | Q1 2026OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 1.27% | $2M | 86.8K | Q2 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 1.27% | $18M | 799.8K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 1.26% | $7M | 322.7K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 1.24% | $54M | 2.35M | Q1 2026OLDER |
| SWMG, LLC$350M AUM | 1.23% | $4M | 187.6K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 1.22% | $600M | 26.18M | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 1.22% | $4M | 176.8K | Q1 2026OLDER |
| Collier Financial$131M AUM | 1.22% | $2M | 69.5K | Q1 2026OLDER |
| Privium Fund Management (UK) Ltd$197M AUM | 1.21% | $2M | 104.9K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 1.21% | $315M | 13.73M | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 1.20% | $6M | 256.5K | Q4 2025OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 1.17% | $4M | 177.4K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 1.16% | $3M | 144.9K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 1.16% | $1M | 60.3K | Q2 2026 |
| Stokes Family Office, LLC$969M AUM | 1.11% | $11M | 469.7K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 1.10% | $2M | 94.7K | Q1 2026OLDER |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 1.09% | $1M | 54.0K | Q1 2026OLDER |
| Avondale Wealth Management$203M AUM | 1.09% | $2M | 96.8K | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 1.09% | $3M | 141.7K | Q1 2026OLDER |
| Oxinas Partners, LLC$219M AUM | 1.07% | $2M | 102.5K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 1.06% | $521M | 22.96M | Q1 2026OLDER |
| Bank of Marin$137M AUM | 1.06% | $1M | 63.1K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 1.05% | $19M | 808.4K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 1.05% | $58M | 2.51M | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 1.05% | $27M | 1.19M | Q2 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 1.05% | $29M | 1.25M | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 1.04% | $7M | 295.5K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 1.02% | $4M | 177.5K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 1.02% | $3M | 133.5K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 1.02% | $2M | 74.5K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 1.01% | $29M | 1.28M | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 1.01% | $182M | 7.97M | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 1.00% | $2M | 99.9K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 0.98% | $10M | 450.0K | Q1 2026OLDER |
| Western Financial Corp/CA$255M AUM | 0.97% | $2M | 108.5K | Q1 2026OLDER |
| TME FINANCIAL, INC.$144M AUM | 0.97% | $1M | 60.8K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 0.96% | $1M | 60.7K | Q4 2025OLDER |
| True North Advisors, LLC$877M AUM | 0.96% | $8M | 366.0K | Q1 2026OLDER |
| Sollinda Capital Management LLC$412M AUM | 0.96% | $4M | 171.6K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 0.95% | $5M | 210.9K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.95% | $36M | 1.56M | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.94% | $3.5B | 153.89M | Q1 2026OLDER |
| Regency Capital Management Inc.\DE$224M AUM | 0.94% | $2M | 91.3K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 0.93% | $1M | 46.6K | Q1 2026OLDER |
| Cosner Financial Group, LLC$182M AUM | 0.91% | $2M | 72.3K | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.91% | $3M | 110.5K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 0.90% | $4M | 172.8K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.90% | $63M | 2.75M | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.90% | $121M | 5.26M | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.87% | $9M | 386.0K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 0.87% | $975,964 | 42.6K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.87% | $3M | 115.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.86% | $3.2B | 140.89M | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 0.86% | $1M | 48.6K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.84% | $5M | 210.6K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.83% | $13M | 564.1K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.82% | $11M | 466.2K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.82% | $7M | 326.2K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.81% | $2M | 89.8K | Q1 2026OLDER |
| DSG Capital Advisors, LLC$625M AUM | 0.80% | $5M | 219.4K | Q1 2026OLDER |
| Nationwide Fund Advisors$2.3B AUM | 0.80% | $18M | 798.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.80% | $10.9B | 474.77M | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.79% | $160M | 6.99M | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.77% | $6M | 245.6K | Q1 2026OLDER |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.76% | $2M | 91.5K | Q1 2026OLDER |
| Clifford Group, LLC$130M AUM | 0.75% | $978,041 | 42.7K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.74% | $32M | 1.39M | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.73% | $5M | 227.0K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.73% | $7M | 319.5K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.72% | $2M | 84.8K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.72% | $1.3B | 54.70M | Q1 2026OLDER |
| Hobbs Wealth Management, LLC$101M AUM | 0.72% | $728,332 | 31.8K | Q1 2026OLDER |
| Cerity Partners OCIO LLC$1.7B AUM | 0.72% | $12M | 522.6K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.72% | $6M | 277.6K | Q1 2026OLDER |
| Legacy Financial Group LLC$795M AUM | 0.71% | $6M | 248.0K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.70% | $18M | 771.2K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.70% | $23M | 998.2K | Q1 2026OLDER |
| Shelter Mutual Insurance Co$450M AUM | 0.70% | $3M | 136.9K | Q1 2026OLDER |
| BCU Wealth Advisors, LLC$268M AUM | 0.68% | $2M | 79.9K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.68% | $11M | 485.1K | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 0.67% | $5M | 214.4K | Q1 2026OLDER |
| ADE, LLC$209M AUM | 0.67% | $1M | 60.7K | Q1 2026OLDER |
| Lansing Street Advisors$397M AUM | 0.66% | $3M | 114.3K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.65% | $5M | 210.8K | Q1 2026OLDER |
| Certus Wealth Management, LLC$167M AUM | 0.65% | $1M | 46.8K | Q3 2025OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.65% | $11M | 489.6K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.64% | $5M | 203.3K | Q1 2026OLDER |
| Twele Capital Management, Inc.$561M AUM | 0.64% | $4M | 156.2K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.63% | $995,783 | 43.5K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.63% | $1M | 52.1K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.62% | $5M | 217.9K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.61% | $7M | 297.1K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.60% | $649,711 | 28.4K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.59% | $1M | 47.3K | Q2 2026 |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 0.59% | $617,539 | 27.0K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.57% | $15M | 658.0K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.57% | $636,149 | 27.8K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.57% | $11M | 466.7K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.56% | $2M | 78.0K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.56% | $847,004 | 37.0K | Q1 2026OLDER |
| Flatrock Wealth Partners LLC$208M AUM | 0.56% | $1M | 50.4K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.55% | $2M | 104.8K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.55% | $9M | 413.3K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.55% | $3M | 122.8K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.54% | $1M | 45.4K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.53% | $1M | 52.8K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.52% | $3M | 109.7K | Q1 2026OLDER |
| J.E. Simmons & Co., P.C.$150M AUM | 0.52% | $774,243 | 33.8K | Q1 2026OLDER |
| Invera Wealth Advisors, LLC$156M AUM | 0.51% | $801,987 | 35.0K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.51% | $22M | 960.6K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.51% | $2M | 93.7K | Q2 2026 |
| WealthShield Partners, LLC$898M AUM | 0.51% | $5M | 199.5K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.50% | $4M | 166.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.50% | $93M | 4.04M | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.50% | $6M | 278.5K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.50% | $3M | 137.4K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.49% | $1M | 44.5K | Q3 2025OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.49% | $689,499 | 30.1K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.49% | $13M | 551.5K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 0.49% | $2M | 65.6K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.47% | $3M | 139.5K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.47% | $951,955 | 41.6K | Q2 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.46% | $37M | 1.63M | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.46% | $3M | 124.0K | Q2 2026 |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.46% | $3M | 129.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.45% | $20M | 855.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.45% | $173M | 7.55M | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.45% | $842,130 | 36.8K | Q1 2026OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.45% | $3M | 143.3K | Q1 2026OLDER |
| Pinion Investment Advisors, LLC$428M AUM | 0.45% | $2M | 84.5K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.45% | $84M | 3.65M | Q1 2026OLDER |
| Canandaigua National Trust Co of Florida$125M AUM | 0.45% | $561,203 | 24.5K | Q1 2026OLDER |
| Bull Harbor Capital LLC$373M AUM | 0.45% | $2M | 72.6K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 0.44% | $1M | 56.5K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.44% | $811,037 | 35.4K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.44% | $4M | 197.0K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.44% | $30M | 1.30M | Q1 2026OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 0.44% | $4M | 182.9K | Q1 2026OLDER |
| TrustWell Financial Advisors, LLC$106M AUM | 0.43% | $456,802 | 19.9K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.43% | $6M | 246.4K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.41% | $4M | 156.7K | Q1 2026OLDER |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 0.41% | $2M | 91.6K | Q4 2025OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.40% | $24M | 1.03M | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 0.40% | $2M | 106.8K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.40% | $4M | 192.9K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.40% | $2M | 107.8K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.40% | $1M | 47.5K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.40% | $2M | 97.6K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.40% | $142M | 6.22M | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.39% | $5M | 235.5K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.39% | $3M | 119.5K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.39% | $569,702 | 24.9K | Q1 2026OLDER |
| Hara Capital LLC$200M AUM | 0.38% | $763,132 | 33.3K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.38% | $32M | 1.42M | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.37% | $4M | 182.6K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.37% | $4M | 159.6K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.37% | $673,829 | 29.4K | Q1 2026OLDER |
| Merited Wealth, LLC$121M AUM | 0.37% | $442,759 | 19.3K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 0.37% | $2M | 78.5K | Q4 2025OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.36% | $563,792 | 24.6K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.36% | $3M | 141.2K | Q1 2026OLDER |
| Stonehearth Capital Management, LLC$293M AUM | 0.36% | $1M | 46.8K | Q2 2026 |
| Wealth Advisory Solutions, LLC$449M AUM | 0.36% | $2M | 71.1K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.36% | $1M | 62.7K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.35% | $1M | 46.4K | Q1 2026OLDER |
| GLR Partners, LLC$183M AUM | 0.35% | $646,474 | 28.2K | Q1 2026OLDER |
| Summit Wealth Group, LLC$436M AUM | 0.35% | $2M | 66.5K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.35% | $4M | 177.2K | Q2 2026 |
| WealthPLAN Partners, LLC$518M AUM | 0.35% | $2M | 78.6K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.35% | $2M | 73.1K | Q4 2025OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.34% | $1M | 48.8K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.34% | $17M | 731.7K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.33% | $12M | 517.8K | Q1 2026OLDER |
| SYNTAX RESEARCH, INC.$157M AUM | 0.33% | $526,363 | 23.0K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.33% | $4M | 183.3K | Q1 2026OLDER |
| Downshift Financial, LLC$193M AUM | 0.33% | $640,522 | 28.0K | Q1 2026OLDER |
| MA Private Wealth$591M AUM | 0.33% | $2M | 85.1K | Q1 2026OLDER |
| GatePass Capital, LLC$214M AUM | 0.33% | $698,686 | 30.5K | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 0.33% | $948,108 | 41.0K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.31% | $4.9B | 213.74M | Q1 2026OLDER |
| Blue Edge Capital, LLC$753M AUM | 0.31% | $2M | 103.3K | Q2 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.31% | $6M | 240.1K | Q1 2026OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 0.31% | $15M | 671.7K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.31% | $18M | 762.9K | Q4 2025OLDER |
| Mosley Wealth Management$221M AUM | 0.31% | $684,823 | 29.6K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 0.31% | $1M | 56.4K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.31% | $7M | 293.9K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.31% | $10M | 422.4K | Q4 2025OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.31% | $395,862 | 17.3K | Q1 2026OLDER |
| Darden Wealth Group Inc$196M AUM | 0.30% | $591,834 | 25.8K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.30% | $14M | 613.0K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.30% | $409,897 | 18.0K | Q2 2026 |
| FWG Investments, LLC.$157M AUM | 0.30% | $471,566 | 20.6K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.30% | $515,787 | 22.5K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.30% | $892,757 | 39.0K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.30% | $1M | 61.5K | Q1 2026OLDER |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 0.29% | $476,099 | 20.8K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 0.29% | $1M | 58.1K | Q2 2026 |
| Paragon Private Wealth Management, LLC$320M AUM | 0.29% | $932,808 | 40.7K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.29% | $893,170 | 39.0K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.29% | $3M | 125.0K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.29% | $1M | 54.4K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.28% | $1M | 56.7K | Q2 2026 |
| Optas, LLC$661M AUM | 0.28% | $2M | 80.8K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 0.28% | $789,227 | 34.4K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.27% | $24M | 1.06M | Q1 2026OLDER |
| HFG Wealth Management, LLC$182M AUM | 0.27% | $489,340 | 21.4K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.26% | $5M | 218.4K | Q1 2026OLDER |
| ESL Trust Services, LLC$524M AUM | 0.26% | $1M | 59.0K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.26% | $14M | 619.8K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.26% | $293,359 | 12.8K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.26% | $358,152 | 15.7K | Q2 2026 |
| Paladin Advisory Group, LLC$131M AUM | 0.26% | $335,540 | 14.6K | Q1 2026OLDER |
| CHERRYDALE WEALTH MANAGEMENT, LLC$324M AUM | 0.25% | $824,981 | 36.0K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.25% | $18M | 768.2K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.25% | $1M | 47.8K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.25% | $693,096 | 30.3K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.25% | $16M | 677.6K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 0.25% | $371,213 | 16.4K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.25% | $984,040 | 43.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.25% | $232M | 10.14M | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.24% | $255,019 | 11.3K | Q2 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.24% | $797,715 | 34.8K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.24% | $911,812 | 39.8K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.24% | $2M | 83.9K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.24% | $2M | 77.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.23% | $65M | 2.84M | Q2 2026 |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 0.23% | $279,181 | 12.2K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 0.23% | $860,478 | 37.6K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.23% | $140M | 6.10M | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.23% | $706,367 | 30.8K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.23% | $1M | 64.3K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.22% | $2M | 80.2K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.22% | $28M | 1.23M | Q1 2026OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 0.22% | $668,079 | 29.2K | Q1 2026OLDER |
| Joel Adams & Associates, Inc.$135M AUM | 0.22% | $291,299 | 12.7K | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 0.22% | $585,419 | 25.6K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.22% | $19M | 848.3K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.21% | $1M | 61.1K | Q3 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.21% | $48M | 2.11M | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 0.21% | $2M | 78.6K | Q1 2026OLDER |
| a16z Perennial Management, L.P.$1.2B AUM | 0.21% | $2M | 108.8K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.21% | $438,131 | 19.1K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.20% | $4M | 160.4K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 0.20% | $383,011 | 16.8K | Q2 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.20% | $4M | 154.9K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.20% | $6M | 242.0K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.20% | $7M | 311.6K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 0.20% | $291,566 | 12.8K | Q2 2026 |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.20% | $1M | 54.6K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.20% | $3M | 128.0K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.20% | $298,105 | 13.0K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.20% | $727,524 | 31.6K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.19% | $30M | 1.31M | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.19% | $21M | 902.0K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.19% | $111M | 4.86M | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.19% | $754,655 | 32.9K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.19% | $7M | 314.9K | Q2 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.19% | $2M | 92.1K | Q1 2026OLDER |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM | 0.19% | $213,542 | 9.3K | Q1 2026OLDER |
| 4J Wealth Management LLC$176M AUM | 0.18% | $323,458 | 14.1K | Q1 2026OLDER |
| ASL Financial, LLC$125M AUM | 0.18% | $228,596 | 10.0K | Q1 2026OLDER |
| Vigil Wealth Management, LLC$124M AUM | 0.18% | $218,185 | 9.5K | Q4 2025OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.18% | $3M | 110.3K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.18% | $462,002 | 20.3K | Q2 2026 |
| Aspire Private Capital, LLC$443M AUM | 0.18% | $791,557 | 34.6K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.18% | $345,208 | 15.1K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.17% | $2M | 94.5K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.17% | $677,036 | 29.6K | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 0.17% | $852,229 | 37.2K | Q1 2026OLDER |
| FORTRESS FINANCIAL GROUP, LLC$135M AUM | 0.17% | $224,585 | 9.7K | Q3 2025OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.17% | $310,244 | 13.5K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.17% | $760,581 | 33.4K | Q2 2026 |
| Financial Advocates Investment Management$178M AUM | 0.17% | $298,940 | 12.9K | Q3 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.17% | $9M | 408.9K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.17% | $4M | 157.7K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.16% | $249,192 | 10.9K | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.16% | $1M | 46.3K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 0.16% | $410,294 | 17.9K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.16% | $10M | 435.8K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.16% | $364,813 | 15.9K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.16% | $210,795 | 9.2K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.16% | $693,709 | 30.3K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.16% | $738,102 | 32.2K | Q1 2026OLDER |
| KKM Financial LLC$563M AUM | 0.16% | $874,260 | 38.0K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.15% | $295,539 | 12.9K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 0.15% | $269,826 | 11.8K | Q1 2026OLDER |
| INTEGRITY WEALTH ADVISORS, INC.$168M AUM | 0.15% | $255,240 | 11.1K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.15% | $2M | 97.0K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.15% | $4M | 178.6K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.15% | $8M | 329.6K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.15% | $17M | 759.3K | Q1 2026OLDER |
| Sculati Wealth Management, LLC$271M AUM | 0.15% | $401,246 | 17.5K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.15% | $672,500 | 29.4K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.14% | $37M | 1.60M | Q3 2025OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.14% | $1M | 64.9K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.14% | $2M | 81.8K | Q4 2025OLDER |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 0.14% | $217,851 | 9.5K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.14% | $13M | 570.8K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.14% | $5M | 214.1K | Q2 2026 |
| Apeiron RIA LLC$431M AUM | 0.14% | $592,430 | 25.9K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.14% | $296,249 | 12.9K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.14% | $750,053 | 32.7K | Q1 2026OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 0.13% | $709,101 | 30.8K | Q4 2025OLDER |
| IRON Financial LLC$229M AUM | 0.13% | $303,541 | 13.2K | Q1 2026OLDER |
| Elevated Financial Group LLC$308M AUM | 0.13% | $407,019 | 17.8K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.13% | $825,556 | 36.2K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.13% | $2M | 76.4K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.13% | $2M | 79.0K | Q1 2026OLDER |
| Parkway Wealth Management Group, LLC$791M AUM | 0.13% | $1M | 45.2K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.13% | $243,883 | 10.6K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.13% | $584,270 | 25.5K | Q1 2026OLDER |
| PEOPLES BANK /OH$163M AUM | 0.13% | $206,190 | 9.0K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.12% | $8M | 336.0K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.12% | $571,536 | 24.9K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.12% | $5M | 211.1K | Q1 2026OLDER |
| Alpha Financial Advisors, LLC$326M AUM | 0.12% | $397,573 | 17.3K | Q4 2025OLDER |
| Marble Wealth, LLC$571M AUM | 0.12% | $688,543 | 30.1K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.12% | $451,190 | 19.7K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.12% | $233,178 | 10.2K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.12% | $260,410 | 11.4K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.12% | $543,656 | 23.7K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.12% | $2M | 81.0K | Q2 2026 |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.12% | $281,793 | 12.3K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.12% | $15M | 653.2K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.12% | $1M | 63.8K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.12% | $2M | 90.7K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.12% | $466,150 | 20.3K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.12% | $874,157 | 38.2K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.12% | $304,493 | 13.3K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.12% | $552,965 | 24.1K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.12% | $184,403 | 8.0K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.12% | $9M | 409.4K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.11% | $4M | 159.4K | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.11% | $194,650 | 8.5K | Q1 2026OLDER |
| Seneca Financial Advisors LLC$341M AUM | 0.11% | $384,643 | 16.8K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 0.11% | $290,636 | 12.7K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.11% | $476,368 | 20.8K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.11% | $214,896 | 9.4K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.11% | $2M | 73.6K | Q2 2026 |
| CADINHA & CO LLC$537M AUM | 0.11% | $589,085 | 25.7K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.11% | $9M | 374.0K | Q1 2026OLDER |
| BRASADA CAPITAL MANAGEMENT, LP$545M AUM | 0.11% | $588,898 | 25.8K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.11% | $5M | 198.4K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.11% | $1M | 63.2K | Q1 2026OLDER |
| Rinkey Investments$391M AUM | 0.11% | $413,686 | 18.1K | Q1 2026OLDER |
| Three Bridge Wealth Advisors, LLC$364M AUM | 0.11% | $383,720 | 16.7K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.11% | $22M | 947.5K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.10% | $6M | 247.3K | Q1 2026OLDER |
| Intelligence Driven Advisers, LLC$574M AUM | 0.10% | $583,947 | 25.5K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.10% | $275,272 | 11.9K | Q3 2025OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.10% | $223,556 | 9.8K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.10% | $567,320 | 24.8K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.10% | $2M | 82.5K | Q1 2026OLDER |
| SELDON CAPITAL LP$272M AUM | 0.10% | $265,756 | 11.6K | Q1 2026OLDER |
| Headland Capital, LLC$355M AUM | 0.10% | $349,689 | 15.2K | Q4 2025OLDER |
| Maia Wealth LLC$591M AUM | 0.10% | $575,371 | 25.1K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.10% | $1M | 53.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.10% | $7M | 317.6K | Q1 2026OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.10% | $3M | 118.1K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.10% | $1M | 61.3K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.10% | $8M | 364.8K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.10% | $2M | 74.3K | Q1 2026OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.09% | $413,984 | 18.1K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.09% | $274,770 | 12.0K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.