ISHARES TR
CUSIP 46429B655
Ishares Tr has 655 institutional holders in Filings Flow’s 13F database, together reporting 110.71M shares worth $5.6B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Ameriprise Financial Inc, and Morgan Stanley.
Institutional Holders
655
Q1 2026
Reported Value
$5.6B
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 |
|---|---|---|---|---|
| Demars Financial Group, LLC$304M AUM | 11.87% | $36M | 707.4K | Q1 2026OLDER |
| Walker Financial Services, Inc.$292M AUM | 11.33% | $33M | 650.3K | Q1 2026OLDER |
| TriaGen Wealth Management LLC$366M AUM | 9.50% | $35M | 682.3K | Q1 2026OLDER |
| HARTLINE INVESTMENT CORP/$909M AUM | 7.89% | $72M | 1.41M | Q1 2026OLDER |
| Summit Portfolio Management, LTD.$155M AUM | 7.28% | $11M | 222.1K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 6.94% | $7M | 141.0K | Q1 2026OLDER |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 6.72% | $10M | 200.8K | Q2 2026 |
| Alpha Zero LLC$198M AUM | 5.83% | $12M | 226.1K | Q1 2026OLDER |
| HOGE FINANCIAL SERVICES, LLC$187M AUM | 5.79% | $11M | 212.3K | Q1 2026OLDER |
| Cascade Wealth Advisors, Inc$228M AUM | 5.76% | $13M | 257.9K | Q1 2026OLDER |
| LJI Wealth Management, LLC$626M AUM | 5.30% | $33M | 651.5K | Q1 2026OLDER |
| Piedmont Capital Management, LLC$197M AUM | 5.08% | $10M | 196.6K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 4.62% | $7M | 142.9K | Q1 2026OLDER |
| Forbes Financial Planning, Inc.$173M AUM | 4.48% | $8M | 152.3K | Q1 2026OLDER |
| Towercrest Capital Management$642M AUM | 4.26% | $27M | 537.2K | Q1 2026OLDER |
| Kensington Asset Management, LLC$1.8B AUM | 4.23% | $78M | 1.52M | Q1 2026OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 4.00% | $20M | 387.3K | Q1 2026OLDER |
| Vertrix Wealth Management, LLC$297M AUM | 4.00% | $12M | 232.9K | Q2 2026 |
| Shira Ridge Wealth Management$287M AUM | 3.82% | $11M | 214.7K | Q2 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC$354M AUM | 3.78% | $13M | 262.6K | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 3.53% | $31M | 601.1K | Q1 2026OLDER |
| Virtus Family Office LLC$117M AUM | 3.46% | $4M | 79.6K | Q1 2026OLDER |
| PACES FERRY WEALTH ADVISORS, LLC$241M AUM | 3.44% | $8M | 162.8K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 3.25% | $27M | 539.0K | Q1 2026OLDER |
| ETF Store, Inc.$103M AUM | 3.19% | $3M | 64.3K | Q1 2026OLDER |
| Alliance Wealth Management Group$457M AUM | 2.97% | $14M | 266.8K | Q1 2026OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 2.97% | $11M | 211.8K | Q1 2026OLDER |
| LaFleur & Godfrey LLC$803M AUM | 2.96% | $24M | 466.1K | Q1 2026OLDER |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 2.93% | $4M | 86.0K | Q1 2026OLDER |
| Sidoxia Capital Management, LLC$116M AUM | 2.78% | $3M | 63.2K | Q1 2026OLDER |
| Obsidian Personal Planning Solutions LLC$288M AUM | 2.75% | $8M | 154.8K | Q3 2025OLDER |
| Hardworking Capital Advisors, LLC$107M AUM | 2.72% | $3M | 57.1K | Q1 2026OLDER |
| WealthTrust Asset Management, LLC$167M AUM | 2.71% | $5M | 89.0K | Q1 2026OLDER |
| Baring Financial LLC$182M AUM | 2.67% | $5M | 95.0K | Q2 2026 |
| Buska Wealth Management, LLC$249M AUM | 2.64% | $7M | 129.1K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 2.50% | $159M | 3.13M | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 2.48% | $9M | 184.0K | Q1 2026OLDER |
| Yeomans Consulting Group, Inc.$341M AUM | 2.47% | $7M | 140.4K | Q3 2025OLDER |
| MCMORGAN & CO LLC$618M AUM | 2.45% | $15M | 297.3K | Q1 2026OLDER |
| Lake Hills Wealth Management, LLC$220M AUM | 2.38% | $5M | 102.8K | Q2 2026 |
| Blue Capital, Inc.$153M AUM | 2.35% | $4M | 70.6K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 2.34% | $331,308 | 6.5K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 2.32% | $2M | 13.8K | Q4 2025OLDER |
| Windsor Capital Management, LLC$385M AUM | 2.30% | $9M | 173.4K | Q2 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 2.29% | $39M | 772.3K | Q1 2026OLDER |
| Rezny Wealth Management, Inc.$464M AUM | 2.26% | $10M | 232.0K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 2.24% | $8M | 165.4K | Q2 2026 |
| One Wealth Map LLC$213M AUM | 2.21% | $5M | 92.5K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 2.07% | $8M | 149.7K | Q1 2026OLDER |
| Darden Wealth Group Inc$196M AUM | 2.03% | $4M | 78.1K | Q1 2026OLDER |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 2.02% | $22M | 432.8K | Q4 2025OLDER |
| Seed Wealth Management, Inc.$145M AUM | 1.97% | $3M | 55.9K | Q3 2025OLDER |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 1.94% | $3M | 52.0K | Q1 2026OLDER |
| FCA CORP /TX$354M AUM | 1.91% | $7M | 132.8K | Q1 2026OLDER |
| Beirne Wealth Consulting Services, LLC$354M AUM | 1.88% | $7M | 130.2K | Q1 2026OLDER |
| Impact Capital Partners LLC$331M AUM | 1.79% | $6M | 116.1K | Q1 2026OLDER |
| Hudson Portfolio Management LLC$119M AUM | 1.77% | $2M | 41.1K | Q1 2026OLDER |
| Single Point Partners, LLC$503M AUM | 1.74% | $9M | 171.8K | Q1 2026OLDER |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA$382M AUM | 1.67% | $6M | 125.2K | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 1.66% | $2M | 47.5K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 1.65% | $7M | 143.5K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 1.65% | $20M | 393.7K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 1.57% | $8M | 156.0K | Q1 2026OLDER |
| Perennial Advisors, LLC$587M AUM | 1.55% | $9M | 178.9K | Q1 2026OLDER |
| Weitzel Financial Services, Inc.$265M AUM | 1.54% | $4M | 80.3K | Q1 2026OLDER |
| Powers Advisory Group, LLC$284M AUM | 1.50% | $4M | 83.4K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 1.36% | $5M | 94.9K | Q1 2026OLDER |
| Oxinas Partners, LLC$219M AUM | 1.33% | $3M | 57.2K | Q1 2026OLDER |
| Bonfire Financial$133M AUM | 1.32% | $2M | 34.3K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 1.31% | $155M | 3.05M | Q1 2026OLDER |
| Collaborative Fund Advisors, LLC$162M AUM | 1.24% | $2M | 39.5K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 1.21% | $21M | 406.8K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 1.20% | $5M | 98.7K | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 1.18% | $5M | 93.0K | Q4 2025OLDER |
| WNY Asset Management, LLC$967M AUM | 1.16% | $11M | 221.0K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 1.15% | $6M | 114.9K | Q2 2026 |
| Orange Investment Advisors, Inc.$772M AUM | 1.14% | $9M | 173.4K | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 1.14% | $7M | 140.9K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 1.12% | $14M | 283.7K | Q1 2026OLDER |
| Nutshell Asset Management Ltd$184M AUM | 1.11% | $2M | 40.0K | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 1.10% | $6M | 125.9K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 1.10% | $10M | 192.4K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 1.10% | $9M | 182.3K | Q1 2026OLDER |
| LANE BROTHERS & CO INC$137M AUM | 1.04% | $1M | 28.1K | Q1 2026OLDER |
| Vericrest Private Wealth$111M AUM | 1.03% | $1M | 22.5K | Q1 2026OLDER |
| WRAPMANAGER INC$288M AUM | 1.03% | $3M | 57.9K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.99% | $1M | 28.6K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.98% | $66M | 1.29M | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.94% | $6M | 126.0K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.94% | $15M | 286.0K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.94% | $7M | 135.0K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.93% | $17M | 343.3K | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 0.92% | $4M | 78.8K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.91% | $6M | 108.1K | Q1 2026OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 0.90% | $4M | 70.5K | Q2 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.90% | $3M | 51.1K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.90% | $35M | 678.0K | Q1 2026OLDER |
| Andrew Hill Investment Advisors, Inc.$112M AUM | 0.89% | $1M | 19.7K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.85% | $1M | 19.9K | Q1 2026OLDER |
| TOEWS CORP /ADV$259M AUM | 0.81% | $2M | 41.2K | Q1 2026OLDER |
| Traub Capital Management LLC$101M AUM | 0.79% | $793,292 | 15.6K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.78% | $6M | 120.4K | Q1 2026OLDER |
| Tempo Wealth, LLC$573M AUM | 0.77% | $4M | 86.6K | Q1 2026OLDER |
| Loudon Investment Management, LLC$186M AUM | 0.77% | $1M | 27.9K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 0.76% | $1M | 20.8K | Q1 2026OLDER |
| LCNB CORP$297M AUM | 0.76% | $2M | 44.1K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 0.75% | $795,330 | 15.6K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 0.75% | $2M | 36.6K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 0.71% | $1M | 20.7K | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.69% | $9M | 174.0K | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.68% | $2M | 33.6K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.67% | $5M | 90.4K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.65% | $2M | 42.7K | Q1 2026OLDER |
| BARINGS LLC$6.2B AUM | 0.64% | $40M | 780.0K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.64% | $24M | 473.4K | Q2 2026 |
| Alpha Financial Partners LLC$169M AUM | 0.61% | $1M | 20.4K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.59% | $3M | 52.9K | Q3 2025OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.58% | $2M | 45.1K | Q3 2025OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.57% | $4M | 68.8K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 0.57% | $3M | 55.9K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.57% | $12M | 243.6K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.56% | $2M | 34.1K | Q2 2026 |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.56% | $891,680 | 17.5K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.56% | $10M | 187.0K | Q4 2025OLDER |
| Bulwark Capital Corp$178M AUM | 0.54% | $957,545 | 18.8K | Q2 2026 |
| Ballast Rock Private Wealth LLC$181M AUM | 0.54% | $968,972 | 19.0K | Q1 2026OLDER |
| Guardian Capital, LLC$105M AUM | 0.53% | $553,877 | 10.9K | Q1 2026OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 0.53% | $1M | 28.6K | Q1 2026OLDER |
| WEALTH MANAGEMENT RESOURCES, INC.$287M AUM | 0.50% | $1M | 28.1K | Q1 2026OLDER |
| Sherman Asset Management, Inc.$109M AUM | 0.48% | $521,390 | 10.2K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.48% | $4M | 84.1K | Q2 2026 |
| Nilsine Partners, LLC$1.3B AUM | 0.47% | $6M | 118.6K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.47% | $797,427 | 15.7K | Q4 2025OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.46% | $11M | 222.4K | Q2 2026 |
| Insight Wealth Strategies, LLC$896M AUM | 0.46% | $4M | 80.4K | Q1 2026OLDER |
| RiverTree Advisors, LLC$158M AUM | 0.45% | $706,395 | 13.9K | Q4 2025OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.45% | $4M | 80.4K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.44% | $16M | 308.8K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.43% | $2M | 35.0K | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 0.43% | $1M | 20.1K | Q1 2026OLDER |
| INVENIO WEALTH PARTNERS LLC$252M AUM | 0.42% | $1M | 21.0K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.42% | $1M | 22.9K | Q1 2026OLDER |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 0.42% | $3M | 56.8K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.42% | $7M | 147.2K | Q1 2026OLDER |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 0.42% | $2M | 39.8K | Q2 2026 |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 0.42% | $469,453 | 9.2K | Q1 2026OLDER |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 0.41% | $2M | 47.3K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.41% | $76M | 1.48M | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.40% | $10M | 202.9K | Q2 2026 |
| XY Planning Network, Inc.$626M AUM | 0.40% | $2M | 49.0K | Q1 2026OLDER |
| Philadelphia Investment Partners, LLC$147M AUM | 0.39% | $577,979 | 11.3K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.38% | $14M | 265.0K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.37% | $4M | 80.6K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.37% | $3M | 49.1K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.36% | $1M | 25.0K | Q4 2025OLDER |
| EPIQ PARTNERS, LLC$236M AUM | 0.36% | $855,496 | 16.8K | Q2 2026 |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.36% | $1M | 19.9K | Q1 2026OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.36% | $6M | 122.5K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.36% | $3M | 57.1K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.35% | $3M | 50.8K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.35% | $3M | 61.6K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.34% | $921,697 | 18.1K | Q1 2026OLDER |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.33% | $701,582 | 13.8K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 0.33% | $438,276 | 8.6K | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 0.33% | $2M | 39.3K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 0.33% | $478,536 | 9.4K | Q2 2026 |
| Landing Point Financial Group, LLC$206M AUM | 0.32% | $669,585 | 13.1K | Q1 2026OLDER |
| Independent Wealth Advisors LLC$102M AUM | 0.32% | $326,828 | 6.4K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.32% | $1M | 23.2K | Q1 2026OLDER |
| TRB Wealth Management, LLC$704M AUM | 0.31% | $2M | 43.4K | Q1 2026OLDER |
| Meridian Financial Partners LLC$263M AUM | 0.31% | $792,334 | 15.5K | Q4 2025OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.31% | $4M | 83.1K | Q1 2026OLDER |
| Adams Wealth Management$455M AUM | 0.31% | $1M | 27.8K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.30% | $3M | 59.8K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.30% | $5M | 103.1K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.30% | $2M | 30.5K | Q3 2025OLDER |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.30% | $616,341 | 12.1K | Q3 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.30% | $16M | 317.8K | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 0.30% | $391,052 | 7.7K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.29% | $2M | 40.2K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.29% | $57M | 1.11M | Q1 2026OLDER |
| MUSTICO FINANCIAL GROUP, INC.$143M AUM | 0.28% | $407,526 | 8.0K | Q1 2026OLDER |
| Alexis Investment Partners, LLC$145M AUM | 0.28% | $750,897 | 14.8K | Q4 2025OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.28% | $1M | 21.1K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.27% | $828,591 | 16.3K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 0.27% | $1M | 27.8K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.27% | $10M | 205.7K | Q1 2026OLDER |
| Financially in Tune, LLC$116M AUM | 0.27% | $311,661 | 6.1K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.27% | $4M | 69.4K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 0.27% | $2M | 38.1K | Q3 2025OLDER |
| Value Investment Professionals, LLC$119M AUM | 0.27% | $317,536 | 6.2K | Q2 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.26% | $2M | 47.3K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.26% | $298,950 | 5.9K | Q1 2026OLDER |
| CONTINENTAL INVESTORS SERVICES, INC.$106M AUM | 0.26% | $277,103 | 5.4K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.26% | $3M | 62.3K | Q3 2025OLDER |
| Western Financial Corp/CA$255M AUM | 0.26% | $664,114 | 13.0K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 0.26% | $329,283 | 6.4K | Q3 2025OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.26% | $740,456 | 14.5K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$122M AUM | 0.26% | $313,546 | 6.2K | Q1 2026OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 0.26% | $6M | 113.5K | Q1 2026OLDER |
| Fortune Financial Advisors, LLC$196M AUM | 0.26% | $378,551 | 7.4K | Q4 2025OLDER |
| THOMPSON DAVIS & CO., INC.$150M AUM | 0.25% | $382,063 | 7.5K | Q1 2026OLDER |
| Frisch Financial Group, Inc.$478M AUM | 0.24% | $1M | 22.9K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.24% | $10M | 187.6K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.24% | $1M | 29.2K | Q3 2025OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.23% | $4M | 84.9K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.23% | $8M | 148.4K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.23% | $3M | 53.4K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.23% | $318,692 | 6.3K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.23% | $1M | 25.3K | Q4 2025OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.22% | $19M | 368.4K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.22% | $686,042 | 13.5K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.22% | $1M | 23.2K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.22% | $921,143 | 18.1K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.22% | $618,754 | 12.2K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.22% | $996,059 | 19.5K | Q2 2026 |
| Rockingstone Advisors LLC$218M AUM | 0.21% | $466,193 | 9.2K | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.21% | $2M | 33.7K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 0.21% | $297,097 | 5.8K | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.21% | $3M | 63.9K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.21% | $3M | 59.3K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.21% | $2M | 37.2K | Q1 2026OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 0.21% | $1M | 29.0K | Q1 2026OLDER |
| Rinkey Investments$391M AUM | 0.21% | $808,322 | 15.9K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.20% | $100M | 1.97M | Q1 2026OLDER |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 0.20% | $303,693 | 6.0K | Q4 2025OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.20% | $4M | 70.8K | Q1 2026OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 0.20% | $622,100 | 12.2K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 0.20% | $349,784 | 6.9K | Q1 2026OLDER |
| Independent Family Office, LLC$243M AUM | 0.20% | $479,949 | 9.4K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.20% | $8M | 165.8K | Q1 2026OLDER |
| Eddie Patel Inc$130M AUM | 0.19% | $252,272 | 5.0K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.19% | $1M | 24.6K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.19% | $3M | 62.2K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.19% | $351,878 | 6.9K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.19% | $361,236 | 7.1K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.18% | $3M | 57.4K | Q1 2026OLDER |
| GreatBanc Trust CO$143M AUM | 0.18% | $258,571 | 5.1K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.18% | $7M | 138.5K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.18% | $3M | 68.1K | Q1 2026OLDER |
| S&A Financial Services, Inc.$146M AUM | 0.18% | $260,996 | 5.1K | Q2 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.18% | $11M | 209.1K | Q1 2026OLDER |
| Smith Thornton Advisors LLC$199M AUM | 0.18% | $355,631 | 7.0K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.18% | $2M | 40.4K | Q2 2026 |
| StoneX Group Inc.$1.9B AUM | 0.18% | $3M | 64.8K | Q1 2026OLDER |
| Plotkin Financial Advisors, LLC$199M AUM | 0.18% | $349,262 | 6.9K | Q1 2026OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.17% | $1M | 24.7K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.17% | $655,080 | 12.8K | Q2 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 0.17% | $306,885 | 6.0K | Q3 2025OLDER |
| Beta Wealth Group, Inc.$242M AUM | 0.17% | $405,091 | 8.0K | Q1 2026OLDER |
| KFA Private Wealth Group, LLC$417M AUM | 0.17% | $694,296 | 13.6K | Q1 2026OLDER |
| Addison Capital Co$562M AUM | 0.16% | $900,032 | 17.7K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.16% | $2M | 40.0K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.16% | $212,957 | 4.2K | Q4 2025OLDER |
| OneAscent Wealth Management LLC$302M AUM | 0.15% | $466,139 | 9.1K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 0.15% | $1M | 20.1K | Q1 2026OLDER |
| STRATEGIC ADVISORY PARTNERS, LLC$127M AUM | 0.15% | $190,655 | 3.7K | Q1 2026OLDER |
| Disciplined Investments, LLC$279M AUM | 0.15% | $411,310 | 8.1K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.15% | $2M | 32.2K | Q1 2026OLDER |
| Bluesphere Advisors LLC$281M AUM | 0.15% | $331,526 | 6.5K | Q4 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.15% | $8M | 151.4K | Q2 2026 |
| Accelerate Investment Advisors LLC$150M AUM | 0.15% | $217,340 | 4.3K | Q4 2025OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.15% | $2M | 30.0K | Q1 2026OLDER |
| Exchange Bank$161M AUM | 0.15% | $210,475 | 4.1K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.15% | $649,150 | 12.8K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.15% | $3M | 58.5K | Q1 2026OLDER |
| Callahan Advisors, LLC$1.2B AUM | 0.14% | $2M | 34.1K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.14% | $1M | 24.5K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.14% | $1M | 29.1K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.14% | $2M | 34.9K | Q1 2026OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.14% | $307,348 | 6.0K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.14% | $6M | 119.1K | Q1 2026OLDER |
| Integrated Capital Management, LLC$237M AUM | 0.14% | $325,418 | 6.4K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.13% | $1M | 27.7K | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 0.13% | $660,974 | 13.0K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.13% | $221,627 | 4.3K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.13% | $8M | 163.1K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.13% | $1M | 27.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.13% | $2M | 33.9K | Q1 2026OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.13% | $225,810 | 4.4K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.13% | $21M | 407.6K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.12% | $3M | 65.7K | Q1 2026OLDER |
| TCP Asset Management, LLC$778M AUM | 0.12% | $958,013 | 18.8K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.12% | $31M | 607.1K | Q3 2025OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.12% | $2M | 36.0K | Q3 2025OLDER |
| Bellwether Advisors, LLC$590M AUM | 0.12% | $696,374 | 13.7K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.12% | $15M | 295.6K | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.11% | $2M | 33.0K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.11% | $4M | 69.4K | Q1 2026OLDER |
| TABLEAUX LLC$206M AUM | 0.11% | $233,559 | 4.6K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.11% | $240,739 | 4.7K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.11% | $2M | 35.5K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.11% | $365,943 | 7.2K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.11% | $4M | 70.0K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.11% | $945,460 | 18.6K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.11% | $3M | 54.8K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.11% | $3M | 55.3K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 0.11% | $484,076 | 9.5K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.11% | $14M | 284.0K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.11% | $2M | 31.4K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.11% | $616,710 | 12.1K | Q2 2026 |
| Prepared Retirement Institute LLC$202M AUM | 0.10% | $210,975 | 4.1K | Q1 2026OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.10% | $363,834 | 7.1K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 0.10% | $257,465 | 5.1K | Q4 2025OLDER |
| New Insight Wealth Advisors$279M AUM | 0.10% | $275,385 | 5.4K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.10% | $1M | 25.9K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.10% | $822,520 | 16.1K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.10% | $767,182 | 15.2K | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 0.10% | $1M | 27.1K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.09% | $267,368 | 5.3K | Q3 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.09% | $8M | 164.3K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.09% | $1M | 24.9K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.09% | $629,840 | 12.4K | Q2 2026 |
| Sharper & Granite LLC$293M AUM | 0.09% | $254,505 | 5.0K | Q3 2025OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.09% | $2M | 29.7K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.09% | $2M | 38.1K | Q2 2026 |
| Carmel Capital Partners, LLC$277M AUM | 0.09% | $210,861 | 4.1K | Q3 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.09% | $2M | 30.0K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.09% | $510,863 | 10.0K | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 0.09% | $1M | 27.7K | Q1 2026OLDER |
| Watts Gwilliam & Co., LLC$620M AUM | 0.09% | $539,354 | 10.6K | Q3 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.09% | $741,475 | 14.6K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.09% | $525,713 | 10.3K | Q2 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.09% | $7M | 137.4K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.09% | $505,832 | 9.9K | Q1 2026OLDER |
| Atlas Private Wealth Advisors$425M AUM | 0.08% | $345,846 | 6.8K | Q3 2025OLDER |
| GWN SECURITIES INC.$523M AUM | 0.08% | $441,618 | 8.7K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.08% | $1M | 26.1K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.08% | $7M | 143.9K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.08% | $666,827 | 13.1K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.08% | $15M | 295.2K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.08% | $83 | 1.6K | Q4 2025OLDER |
| HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM | 0.08% | $446,882 | 8.8K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.08% | $1M | 25.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.08% | $6M | 118.2K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.08% | $1M | 20.6K | Q4 2025OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.08% | $2M | 44.4K | Q4 2025OLDER |
| Northwest Bancshares, Inc.$502M AUM | 0.08% | $385,182 | 7.6K | Q1 2026OLDER |
| Powell Investment Advisors, LLC$290M AUM | 0.08% | $220,970 | 4.3K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.08% | $477,657 | 9.4K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.08% | $297,956 | 5.8K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.08% | $450,653 | 8.8K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.08% | $2M | 36.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.08% | $840,381 | 16.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.07% | $320M | 6.28M | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.07% | $90,555 | 1.8K | Q1 2026OLDER |
| LARCH CAPITAL PARTNERS LLC$690M AUM | 0.07% | $509,806 | 10.0K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.07% | $251,121 | 4.9K | Q3 2025OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.07% | $2M | 29.8K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.07% | $257,705 | 5.1K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.07% | $2M | 32.1K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.07% | $786,413 | 15.4K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.07% | $150,812 | 3.0K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.07% | $1M | 19.7K | Q1 2026OLDER |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 0.07% | $367,294 | 7.2K | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.07% | $51M | 1.00M | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.07% | $3M | 66.5K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 0.07% | $149,793 | 2.9K | Q1 2026OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.07% | $262,087 | 5.1K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.06% | $2M | 33.5K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.06% | $2M | 35.3K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.06% | $7M | 129.6K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.06% | $1M | 27.6K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.06% | $2M | 43.8K | Q2 2026 |
| Capital Investment Services of America, Inc.$958M AUM | 0.06% | $603,350 | 11.8K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.06% | $10M | 191.9K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.06% | $96,787 | 1.9K | Q4 2025OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.06% | $1M | 22.2K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.06% | $163,472 | 3.2K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.06% | $229M | 4.49M | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.06% | $283,972 | 5.6K | Q1 2026OLDER |
| MERIDIAN MANAGEMENT CO$402M AUM | 0.06% | $243,796 | 4.8K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.06% | $229,886 | 4.5K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.06% | $2M | 32.4K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.06% | $6M | 109.7K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.06% | $103M | 2.03M | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 0.06% | $204,340 | 4.0K | Q3 2025OLDER |
| Parisi Gray Wealth Management$487M AUM | 0.06% | $261,850 | 5.1K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.06% | $55M | 1.09M | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.06% | $263,156 | 5.2K | Q1 2026OLDER |
| Mandatum Life Insurance Co Ltd$445M AUM | 0.06% | $257,807 | 5.1K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.06% | $925 | 18.1K | Q3 2025OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 0.06% | $356,141 | 7.0K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.06% | $2M | 33.4K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.06% | $43M | 849.1K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.06% | $39M | 766.7K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.06% | $4M | 71.7K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.06% | $224,078 | 4.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.06% | $2M | 39.5K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.06% | $706,358 | 13.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.06% | $4M | 71.3K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.05% | $265,932 | 5.2K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.05% | $958,115 | 18.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.05% | $14M | 275.1K | Q1 2026OLDER |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 0.05% | $2M | 31.9K | Q1 2026OLDER |
| Garde Capital, Inc.$1.7B AUM | 0.05% | $867,832 | 17.0K | Q1 2026OLDER |
| STEPHENS GROUP ASSET MANAGEMENT, LLC$1.6B AUM | 0.05% | $810,920 | 15.9K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.05% | $126,509 | 2.5K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.05% | $2M | 35.5K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.05% | $3M | 60.8K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.05% | $4M | 71.7K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.05% | $483,872 | 9.5K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.05% | $5M | 88.6K | Q1 2026OLDER |
| Summit Asset Management, LLC$719M AUM | 0.05% | $320,558 | 6.3K | Q3 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.05% | $1M | 20.7K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.05% | $223,802 | 4.4K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.05% | $3M | 52.9K | Q1 2026OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 0.05% | $206,061 | 4.0K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.05% | $2M | 29.6K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.05% | $3M | 57.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.05% | $17M | 339.3K | Q1 2026OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 0.05% | $219,768 | 4.3K | Q3 2025OLDER |
| Haverford Trust Co$10.9B AUM | 0.05% | $5M | 100.9K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.05% | $1M | 24.0K | Q2 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.05% | $882,841 | 17.3K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.05% | $1M | 25.2K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.05% | $409,995 | 8.0K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.05% | $625,819 | 12.3K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.05% | $49,829 | 978 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.05% | $1M | 20.3K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.05% | $750,490 | 14.8K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.04% | $209,354 | 4.1K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.04% | $1M | 21.5K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.04% | $99,149 | 1.9K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.04% | $260,813 | 5.1K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.04% | $48M | 937.7K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.04% | $125,339 | 2.5K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.04% | $55,182 | 1.1K | Q4 2025OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.04% | $10M | 194.2K | Q1 2026OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.04% | $219,054 | 4.3K | Q4 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.04% | $2M | 36.0K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.04% | $739,472 | 14.5K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.04% | $3M | 62.1K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.04% | $1M | 27.1K | Q4 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.04% | $3M | 65.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $27M | 531.6K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.04% | $154M | 3.01M | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.04% | $512,929 | 10.1K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.04% | $1M | 21.5K | Q1 2026OLDER |
| CFM WEALTH PARTNERS LLC$667M AUM | 0.04% | $247,108 | 4.8K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.04% | $279M | 5.48M | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.04% | $478,125 | 9.4K | Q4 2025OLDER |
| Patten Group, Inc.$575M AUM | 0.04% | $203,953 | 4.0K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.04% | $222,424 | 4.4K | Q3 2025OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.04% | $384,225 | 7.6K | Q3 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.03% | $674,054 | 13.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.03% | $31M | 606.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $4M | 71.3K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.03% | $522,090 | 10.2K | Q2 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.03% | $710,006 | 13.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $177M | 3.48M | Q2 2026 |
| Certified Advisory Corp$1.1B AUM | 0.03% | $368,816 | 7.2K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.03% | $97,518 | 1.9K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.03% | $44,968 | 880 | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.03% | $445M | 8.73M | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.03% | $37,295 | 732 | Q1 2026OLDER |
| ROGCO, LP$300M AUM | 0.03% | $96,194 | 1.9K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.03% | $1M | 20.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.03% | $2M | 34.5K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.03% | $25M | 494.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.03% | $17M | 334.7K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.03% | $221,938 | 4.4K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.03% | $1M | 24.7K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.03% | $506,882 | 10.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $5M | 102.5K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 0.03% | $382,023 | 7.5K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.03% | $197,124 | 3.9K | Q1 2026OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.03% | $229,275 | 4.5K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.03% | $4M | 83.6K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.03% | $207,814 | 4.1K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.03% | $5M | 97.1K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 0.03% | $42,085 | 826 | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.03% | $991,023 | 19.5K | Q1 2026OLDER |
| IFS Advisors, LLC$194M AUM | 0.03% | $50,950 | 1.0K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.03% | $127,477 | 2.5K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.03% | $956,714 | 18.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $24M | 470.0K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.03% | $441,613 | 8.7K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.03% | $16M | 305.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $82M | 1.60M | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.03% | $254,140 | 5.0K | Q4 2025OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.02% | $1M | 28.8K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.02% | $1M | 24.5K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.02% | $223,212 | 4.4K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.02% | $233,351 | 4.6K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.02% | $564,628 | 11.1K | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.02% | $2M | 40.4K | Q4 2025OLDER |
| ALLSTATE CORP$9.4B AUM | 0.02% | $2M | 33.7K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 56.2K | Q1 2026OLDER |
| MRP Capital Investments, LLC$115M AUM | 0.02% | $25,475 | 500 | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.02% | $222,002 | 4.3K | Q2 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $406,578 | 8.0K | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 0.02% | $271,374 | 5.3K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.02% | $74,998 | 1.5K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $4M | 69.0K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.02% | $69,343 | 1.4K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.02% | $219,645 | 4.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 19.8K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.02% | $972,686 | 19.1K | Q1 2026OLDER |
| Magnolia Wealth Management, LLC$172M AUM | 0.02% | $35,665 | 700 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.