ISHARES TR
CUSIP 46429B697
Ishares Tr has 1,351 institutional holders in Filings Flow’s 13F database, together reporting 174.67M shares worth $15.8B as of Q1 2026. The largest reported holders are Morgan Stanley, FMR LLC, and Raymond James Financial Inc.
Institutional Holders
1,351
Q1 2026
Reported Value
$15.8B
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 |
|---|---|---|---|---|
| Financial Advisors, LLC$564M AUM | 18.32% | $103M | 1.09M | Q3 2025OLDER |
| Cassia Capital Partners, LLC$194M AUM | 11.40% | $22M | 239.0K | Q1 2026OLDER |
| Koenig Investment Advisory, LLC$129M AUM | 11.25% | $14M | 150.1K | Q2 2026 |
| First Citizens Asset Management, Inc.$313M AUM | 9.94% | $18M | 245.6K | Q1 2026OLDER |
| ALPHA CAPITAL ADVISORS INC /ADV$105M AUM | 8.66% | $9M | 98.1K | Q1 2026OLDER |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 8.46% | $393M | 4.24M | Q1 2026OLDER |
| Adaptive Financial Consulting, LLC$261M AUM | 8.37% | $22M | 235.6K | Q1 2026OLDER |
| Legacy Advisory Services, LLC$131M AUM | 7.83% | $10M | 110.5K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 7.55% | $21M | 217.3K | Q3 2025OLDER |
| Darrow Company, Inc.$222M AUM | 7.50% | $17M | 179.5K | Q1 2026OLDER |
| Torrey-Payne Wealth Management, LLC$109M AUM | 7.41% | $8M | 87.1K | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 7.33% | $393M | 4.24M | Q1 2026OLDER |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 6.69% | $12M | 131.3K | Q1 2026OLDER |
| BEACON ADVISORS HOLDINGS, LLC$187M AUM | 6.66% | $12M | 134.2K | Q1 2026OLDER |
| KilterHowling LLC$198M AUM | 6.52% | $13M | 139.4K | Q1 2026OLDER |
| SHEPHERD KAPLAN KROCHUK, LLC$119M AUM | 6.04% | $7M | 77.4K | Q1 2026OLDER |
| Fortune Financial Advisors, LLC$196M AUM | 6.01% | $12M | 127.1K | Q1 2026OLDER |
| Mann Financial Group, Inc.$106M AUM | 5.76% | $6M | 66.0K | Q1 2026OLDER |
| IRONWOOD WEALTH MANAGEMENT, INC.$223M AUM | 5.76% | $13M | 136.9K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 5.68% | $17M | 178.0K | Q1 2026OLDER |
| Wealth Advisors of Iowa, LLC$323M AUM | 5.66% | $18M | 197.3K | Q1 2026OLDER |
| Custos Family Office, LLC$147M AUM | 5.64% | $8M | 87.7K | Q4 2025OLDER |
| Pacific Center for Financial Services$394M AUM | 5.43% | $21M | 231.0K | Q1 2026OLDER |
| Sound Portfolio Advisors, LLC$123M AUM | 5.02% | $6M | 66.7K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 4.73% | $15M | 154.5K | Q2 2026 |
| Avant Capital LLC$142M AUM | 4.70% | $7M | 72.0K | Q1 2026OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 4.69% | $16M | 172.1K | Q1 2026OLDER |
| High Probability Advisors, LLC$781M AUM | 4.67% | $37M | 393.7K | Q1 2026OLDER |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 4.33% | $6M | 63.7K | Q1 2026OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 4.24% | $11M | 116.7K | Q1 2026OLDER |
| Redwood Park Advisors LLC$150M AUM | 4.16% | $6M | 67.4K | Q1 2026OLDER |
| Forefront Analytics, LLC$110M AUM | 4.14% | $4M | 45.2K | Q3 2025OLDER |
| WEALTH MANAGEMENT RESOURCES, INC.$287M AUM | 4.06% | $12M | 125.8K | Q1 2026OLDER |
| GUERRA PAN ADVISORS, LLC$162M AUM | 3.97% | $6M | 69.2K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 3.90% | $10M | 103.6K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 3.78% | $32M | 331.0K | Q2 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC.$133M AUM | 3.78% | $5M | 54.2K | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 3.72% | $8M | 87.6K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 3.54% | $6M | 60.5K | Q1 2026OLDER |
| Bay Rivers Group$293M AUM | 3.54% | $10M | 107.5K | Q2 2026 |
| Capital Planning LLC$307M AUM | 3.46% | $11M | 114.8K | Q1 2026OLDER |
| Reality Financial Planning Services, LLC$104M AUM | 3.35% | $3M | 37.4K | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 3.19% | $7M | 70.5K | Q2 2026 |
| Sovereign Investment Advisors, LLC$472M AUM | 3.16% | $15M | 160.6K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 3.11% | $21M | 228.2K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 3.07% | $78M | 837.3K | Q1 2026OLDER |
| MUIRFIELD WEALTH ADVISORS LLC$136M AUM | 3.05% | $4M | 44.7K | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 3.05% | $4M | 43.3K | Q1 2026OLDER |
| Woodside Wealth Management LLC$128M AUM | 3.01% | $4M | 41.5K | Q1 2026OLDER |
| Invariant Investment Management$171M AUM | 2.98% | $5M | 51.9K | Q2 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC$463M AUM | 2.92% | $14M | 145.6K | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 2.91% | $20M | 216.1K | Q1 2026OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 2.90% | $22M | 236.8K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 2.87% | $34M | 366.6K | Q1 2026OLDER |
| Aureum Wealth Management, LLC$144M AUM | 2.87% | $4M | 44.4K | Q1 2026OLDER |
| Beacon Bank & Trust$518M AUM | 2.86% | $15M | 153.5K | Q2 2026 |
| SPRENG CAPITAL MANAGEMENT, INC.$212M AUM | 2.84% | $7M | 74.8K | Q3 2025OLDER |
| Shore Point Advisors, LLC$253M AUM | 2.78% | $7M | 75.9K | Q1 2026OLDER |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 2.73% | $16M | 169.8K | Q1 2026OLDER |
| ETF Store, Inc.$103M AUM | 2.69% | $3M | 29.7K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 2.68% | $17M | 182.5K | Q1 2026OLDER |
| Delta Wealth Advisors LLC$131M AUM | 2.59% | $3M | 36.7K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 2.46% | $106M | 1.14M | Q1 2026OLDER |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 2.40% | $3M | 27.2K | Q1 2026OLDER |
| Armbruster Capital Management, Inc.$671M AUM | 2.38% | $16M | 165.5K | Q2 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 2.35% | $7M | 74.7K | Q1 2026OLDER |
| Allred Capital Management, LLC$275M AUM | 2.30% | $6M | 68.2K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 2.29% | $8M | 87.0K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 2.26% | $6M | 64.0K | Q3 2025OLDER |
| KELLY FINANCIAL GROUP LLC$398M AUM | 2.15% | $9M | 92.0K | Q1 2026OLDER |
| Leelyn Smith, LLC$713M AUM | 2.14% | $15M | 164.3K | Q1 2026OLDER |
| Sherman Wealth Management LLC$133M AUM | 2.08% | $3M | 28.6K | Q2 2026 |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 2.08% | $5M | 50.2K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 2.04% | $4M | 38.4K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 2.02% | $8M | 81.6K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 2.02% | $4M | 45.9K | Q1 2026OLDER |
| Hudson Oak Wealth Advisory LLC$115M AUM | 2.00% | $2M | 24.8K | Q1 2026OLDER |
| Macco Financial Group, Inc.$132M AUM | 2.00% | $2M | 24.7K | Q4 2025OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 1.98% | $10M | 111.2K | Q1 2026OLDER |
| Carrera Capital Advisors$649M AUM | 1.98% | $13M | 138.3K | Q1 2026OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 1.95% | $2M | 25.8K | Q1 2026OLDER |
| Sugar Maple Asset Management, LLC$165M AUM | 1.95% | $3M | 34.7K | Q1 2026OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 1.94% | $3M | 35.7K | Q1 2026OLDER |
| CROBAN$213M AUM | 1.92% | $4M | 44.1K | Q1 2026OLDER |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 1.86% | $3M | 34.2K | Q1 2026OLDER |
| Alternative Investment Advisors, LLC.$229M AUM | 1.85% | $4M | 45.7K | Q4 2025OLDER |
| Garrett Wealth Advisory Group, LLC$562M AUM | 1.80% | $10M | 109.3K | Q1 2026OLDER |
| SYNTAX RESEARCH, INC.$157M AUM | 1.79% | $3M | 30.4K | Q1 2026OLDER |
| Symmetry Partners, LLC$1.8B AUM | 1.76% | $31M | 332.9K | Q1 2026OLDER |
| Junto Capital Management LP$4.7B AUM | 1.74% | $85M | 894.5K | Q3 2025OLDER |
| ADE, LLC$209M AUM | 1.74% | $4M | 39.1K | Q1 2026OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 1.73% | $20M | 218.6K | Q1 2026OLDER |
| Brickley Wealth Management$583M AUM | 1.70% | $10M | 106.6K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 1.68% | $6M | 65.4K | Q4 2025OLDER |
| Tacita Capital Inc$169M AUM | 1.68% | $3M | 30.5K | Q1 2026OLDER |
| Portfolio Design Labs, LLC$562M AUM | 1.67% | $9M | 101.2K | Q1 2026OLDER |
| Bellwether Advisors, LLC$590M AUM | 1.63% | $10M | 103.6K | Q1 2026OLDER |
| ANDERSON HOAGLAND & CO$1.3B AUM | 1.61% | $21M | 213.1K | Q2 2026 |
| Klingman & Associates, LLC$2.1B AUM | 1.61% | $34M | 361.6K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 1.59% | $30M | 328.6K | Q1 2026OLDER |
| Oak Barrel Wealth Advisory LLC$167M AUM | 1.56% | $3M | 27.7K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 1.56% | $6M | 66.2K | Q1 2026OLDER |
| GDS Wealth Management$1.7B AUM | 1.55% | $26M | 278.1K | Q1 2026OLDER |
| MA Private Wealth$591M AUM | 1.55% | $9M | 98.7K | Q1 2026OLDER |
| Asset Advisors Investment Management, LLC$1.0B AUM | 1.54% | $16M | 174.4K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 1.50% | $5M | 58.9K | Q1 2026OLDER |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 1.48% | $2M | 24.9K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 1.47% | $7M | 76.6K | Q1 2026OLDER |
| Hibernia Wealth Partners, LLC$338M AUM | 1.46% | $5M | 53.1K | Q1 2026OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 1.45% | $5M | 49.3K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 1.43% | $15M | 157.5K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 1.41% | $4M | 38.9K | Q1 2026OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 1.40% | $4M | 40.8K | Q2 2026 |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 1.37% | $14M | 155.2K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 1.36% | $12M | 132.3K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 1.35% | $121M | 1.30M | Q1 2026OLDER |
| Mullooly Asset Management, Inc.$271M AUM | 1.33% | $4M | 38.9K | Q1 2026OLDER |
| TPG Advisors LLC$160M AUM | 1.31% | $2M | 22.7K | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 1.30% | $3M | 30.5K | Q1 2026OLDER |
| Sheridan Capital Management, LLC$190M AUM | 1.30% | $2M | 26.6K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 1.29% | $74M | 800.5K | Q1 2026OLDER |
| PECAUT & CO.$308M AUM | 1.28% | $4M | 42.2K | Q4 2025OLDER |
| Hansen & Associates Financial Group, Inc.$186M AUM | 1.27% | $2M | 25.3K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 1.25% | $2M | 21.6K | Q3 2025OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 1.25% | $5M | 58.4K | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 1.23% | $3M | 31.0K | Q4 2025OLDER |
| Forthright Family Wealth Advisory LLC$177M AUM | 1.22% | $2M | 21.8K | Q1 2026OLDER |
| Hoese & Co LLP$135M AUM | 1.22% | $2M | 17.7K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 1.21% | $5M | 56.0K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 1.19% | $24M | 256.1K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 1.18% | $5M | 59.2K | Q1 2026OLDER |
| Symphony Financial Services, Inc.$195M AUM | 1.18% | $2M | 24.8K | Q1 2026OLDER |
| Flatrock Wealth Partners LLC$208M AUM | 1.16% | $2M | 25.7K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 1.15% | $2M | 21.3K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 1.10% | $12M | 131.5K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 1.10% | $5M | 48.9K | Q1 2026OLDER |
| CORA CAPITAL ADVISORS LLC$302M AUM | 1.10% | $3M | 35.7K | Q1 2026OLDER |
| Yeomans Consulting Group, Inc.$341M AUM | 1.09% | $4M | 39.7K | Q4 2025OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 1.09% | $4M | 45.6K | Q3 2025OLDER |
| BXM Wealth LLC$130M AUM | 1.08% | $1M | 15.1K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 1.08% | $2M | 18.4K | Q1 2026OLDER |
| MorganRosel Wealth Management, LLC$254M AUM | 1.07% | $3M | 29.2K | Q1 2026OLDER |
| ENZI WEALTH$288M AUM | 1.07% | $3M | 33.2K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 1.06% | $9M | 92.4K | Q2 2026 |
| Cordatus Wealth Management LLC$420M AUM | 1.06% | $4M | 48.1K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 1.06% | $4M | 39.3K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 1.04% | $9M | 97.4K | Q1 2026OLDER |
| Cornerstone Planning, LLC$443M AUM | 1.04% | $5M | 49.8K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 1.04% | $2M | 19.4K | Q1 2026OLDER |
| Aspire Growth Partners LLC$146M AUM | 1.04% | $2M | 16.4K | Q1 2026OLDER |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM | 1.04% | $3M | 34.8K | Q1 2026OLDER |
| Braeburn Wealth Management LLC$175M AUM | 1.03% | $2M | 19.5K | Q1 2026OLDER |
| INVESTMENT PARTNERS, LTD.$281M AUM | 1.03% | $3M | 31.2K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 1.02% | $3M | 36.6K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 1.01% | $1M | 12.6K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 1.01% | $2M | 25.6K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 1.01% | $14M | 144.4K | Q2 2026 |
| Friedenthal Financial$217M AUM | 0.97% | $2M | 21.7K | Q2 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.96% | $118M | 1.28M | Q1 2026OLDER |
| Baring Financial LLC$182M AUM | 0.96% | $2M | 18.0K | Q2 2026 |
| Brookstone Capital Management$8.7B AUM | 0.95% | $83M | 893.6K | Q1 2026OLDER |
| Cardinal Strategic Wealth Guidance$379M AUM | 0.93% | $4M | 38.2K | Q1 2026OLDER |
| ACT Advisors, LLC.$235M AUM | 0.91% | $2M | 23.1K | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 0.89% | $2M | 17.5K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.89% | $11M | 118.4K | Q4 2025OLDER |
| Mandatum Life Insurance Co Ltd$445M AUM | 0.87% | $4M | 41.5K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 0.86% | $3M | 35.1K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 0.85% | $4M | 38.3K | Q1 2026OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 0.84% | $7M | 79.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.83% | $407M | 4.37M | Q1 2026OLDER |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 0.82% | $3M | 34.5K | Q1 2026OLDER |
| CFM WEALTH PARTNERS LLC$667M AUM | 0.82% | $5M | 59.0K | Q1 2026OLDER |
| K2 Financial Inc.$138M AUM | 0.82% | $1M | 11.9K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.81% | $12M | 128.9K | Q2 2026 |
| Summit Investment Advisory Services, LLC$269M AUM | 0.81% | $2M | 23.4K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 0.81% | $2M | 15.9K | Q2 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.80% | $14M | 150.5K | Q1 2026OLDER |
| PMG Wealth Management, Inc.$139M AUM | 0.77% | $1M | 11.5K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.76% | $10M | 105.8K | Q1 2026OLDER |
| Kastel Capital Advisors, LLC$158M AUM | 0.76% | $1M | 12.9K | Q2 2026 |
| VERITY Wealth Advisors$150M AUM | 0.75% | $1M | 12.1K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.75% | $43M | 466.0K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.75% | $6M | 63.5K | Q1 2026OLDER |
| C2C Wealth Management, LLC$128M AUM | 0.75% | $951,578 | 9.9K | Q2 2026 |
| TritonPoint Partners, LLC$272M AUM | 0.74% | $1M | 14.7K | Q4 2025OLDER |
| J.E. Simmons & Co., P.C.$150M AUM | 0.74% | $1M | 11.9K | Q1 2026OLDER |
| Syverson Strege & Co$416M AUM | 0.74% | $3M | 33.0K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.73% | $4M | 47.9K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.73% | $7M | 71.3K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 0.73% | $3M | 35.3K | Q1 2026OLDER |
| CAMDEN NATIONAL BANK$739M AUM | 0.72% | $5M | 57.8K | Q1 2026OLDER |
| Chatterton & Associates Inc.$143M AUM | 0.72% | $1M | 11.0K | Q1 2026OLDER |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 0.71% | $885,203 | 9.5K | Q1 2026OLDER |
| Bravias Capital Group, LLC$153M AUM | 0.71% | $1M | 11.7K | Q1 2026OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 0.71% | $1M | 12.3K | Q3 2025OLDER |
| Santori & Peters, Inc.$321M AUM | 0.71% | $2M | 24.5K | Q1 2026OLDER |
| Wealth Management Partners, LLC$350M AUM | 0.71% | $2M | 26.7K | Q1 2026OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 0.70% | $798,491 | 8.6K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.69% | $5M | 53.9K | Q1 2026OLDER |
| Arcus Capital Partners, LLC$278M AUM | 0.69% | $2M | 20.7K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.68% | $2M | 20.4K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.68% | $9M | 99.0K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.67% | $2M | 25.0K | Q4 2025OLDER |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 0.67% | $813,515 | 8.8K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.67% | $6M | 62.9K | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.66% | $126M | 1.36M | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.66% | $12M | 128.5K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.66% | $7M | 75.9K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.65% | $4M | 45.5K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 0.64% | $2M | 18.7K | Q2 2026 |
| Creekside Partners$243M AUM | 0.64% | $2M | 16.7K | Q1 2026OLDER |
| KOM Wealth Management Group, LLC$147M AUM | 0.62% | $913,604 | 9.9K | Q1 2026OLDER |
| Certus Wealth Management, LLC$167M AUM | 0.62% | $1M | 10.8K | Q3 2025OLDER |
| Schrum Private Wealth Management LLC$131M AUM | 0.61% | $798,652 | 8.6K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.61% | $7M | 72.9K | Q2 2026 |
| Jeter Robert S II$100M AUM | 0.61% | $608,741 | 6.5K | Q1 2026OLDER |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.60% | $950,387 | 10.2K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.60% | $2M | 16.5K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 0.60% | $3M | 29.3K | Q1 2026OLDER |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 0.59% | $2M | 17.7K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.59% | $1M | 13.7K | Q1 2026OLDER |
| Core Wealth Partners LLC$235M AUM | 0.58% | $1M | 14.2K | Q2 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.58% | $11M | 122.3K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.58% | $719,662 | 7.8K | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.58% | $4M | 42.7K | Q1 2026OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.57% | $3M | 36.1K | Q3 2025OLDER |
| Forum Private Client Group LLC$300M AUM | 0.57% | $2M | 18.4K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.56% | $4M | 38.6K | Q1 2026OLDER |
| SWEENEY & MICHEL, LLC$340M AUM | 0.56% | $2M | 20.3K | Q1 2026OLDER |
| Illumine Investment Management, LLC$130M AUM | 0.56% | $725,412 | 7.8K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.56% | $2M | 22.8K | Q1 2026OLDER |
| BCM ADVISORS, LLC$507M AUM | 0.54% | $3M | 29.3K | Q1 2026OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 0.54% | $4M | 41.5K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.54% | $1M | 15.9K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.54% | $3M | 32.6K | Q1 2026OLDER |
| Lexington Hill Partners, LLC$206M AUM | 0.54% | $1M | 11.6K | Q2 2026 |
| PCA Investment Advisory Services Inc.$300M AUM | 0.54% | $2M | 17.5K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.54% | $10M | 103.9K | Q1 2026OLDER |
| Post Resch Tallon Group Inc.$145M AUM | 0.54% | $775,297 | 8.0K | Q2 2026 |
| Detalus Advisors, LLC$438M AUM | 0.53% | $2M | 25.2K | Q1 2026OLDER |
| New Insight Wealth Advisors$279M AUM | 0.52% | $1M | 15.6K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.52% | $5M | 50.8K | Q1 2026OLDER |
| INTRUST BANK NA$1.2B AUM | 0.51% | $6M | 68.1K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.51% | $1M | 16.0K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 0.51% | $2M | 21.4K | Q1 2026OLDER |
| DARA CAPITAL US, INC.$105M AUM | 0.51% | $533,162 | 5.7K | Q1 2026OLDER |
| Aventus Investment Advisors, Inc.$118M AUM | 0.50% | $594,556 | 6.4K | Q1 2026OLDER |
| Ergawealth Advisors, Inc.$226M AUM | 0.50% | $1M | 12.2K | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 0.50% | $1M | 13.6K | Q1 2026OLDER |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 0.50% | $1M | 13.3K | Q1 2026OLDER |
| Strategic Point Investment Advisors, LLC$767M AUM | 0.50% | $4M | 39.6K | Q2 2026 |
| Castellan Group$726M AUM | 0.49% | $4M | 41.3K | Q4 2025OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 0.48% | $1M | 15.4K | Q1 2026OLDER |
| COWA, LLC$371M AUM | 0.48% | $2M | 19.1K | Q1 2026OLDER |
| Smart Money Group LLC$344M AUM | 0.47% | $2M | 17.4K | Q1 2026OLDER |
| GFG Capital, LLC$313M AUM | 0.47% | $1M | 15.8K | Q1 2026OLDER |
| Beta Wealth Group, Inc.$242M AUM | 0.47% | $1M | 12.2K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.47% | $581,479 | 6.3K | Q1 2026OLDER |
| Oxinas Partners, LLC$254M AUM | 0.47% | $1M | 12.3K | Q2 2026 |
| Integrity Wealth Partners, LLC$111M AUM | 0.47% | $516,963 | 5.6K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.46% | $855,493 | 9.2K | Q1 2026OLDER |
| PTM WEALTH MANAGEMENT, LLC$189M AUM | 0.46% | $874,153 | 9.4K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 0.46% | $595,153 | 6.3K | Q4 2025OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.46% | $742,197 | 8.0K | Q1 2026OLDER |
| IRON Financial LLC$229M AUM | 0.46% | $1M | 11.2K | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.45% | $1M | 13.5K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.45% | $3M | 32.2K | Q1 2026OLDER |
| Joel Adams & Associates, Inc.$135M AUM | 0.45% | $599,400 | 6.5K | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 0.44% | $495,510 | 5.3K | Q1 2026OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.44% | $2M | 20.8K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.44% | $2M | 16.9K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.43% | $1M | 15.7K | Q1 2026OLDER |
| Nova R Wealth, Inc.$313M AUM | 0.43% | $1M | 14.6K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.43% | $1M | 13.3K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.42% | $535,110 | 5.8K | Q1 2026OLDER |
| MCMORGAN & CO LLC$618M AUM | 0.42% | $3M | 28.2K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.42% | $2M | 18.2K | Q2 2026 |
| AAF Wealth Management, LLC$244M AUM | 0.42% | $994,719 | 10.6K | Q4 2025OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.42% | $7M | 72.4K | Q2 2026 |
| Strait & Sound Wealth Management LLC$269M AUM | 0.42% | $1M | 12.1K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.42% | $5M | 58.0K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.42% | $3M | 31.3K | Q1 2026OLDER |
| Independence Asset Advisors, LLC$277M AUM | 0.42% | $983,385 | 10.3K | Q3 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.41% | $23M | 243.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.41% | $1.3B | 14.25M | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.41% | $1M | 12.1K | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 0.40% | $989,870 | 10.7K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.40% | $15M | 156.5K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.40% | $1M | 16.0K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 0.40% | $955,340 | 9.9K | Q2 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.40% | $7M | 76.2K | Q1 2026OLDER |
| DRAVO BAY LLC$246M AUM | 0.40% | $973,492 | 10.5K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.40% | $2M | 21.7K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.39% | $1M | 11.9K | Q2 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.39% | $10M | 107.3K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.39% | $5M | 52.5K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.39% | $444,874 | 4.8K | Q1 2026OLDER |
| Greater Midwest Financial Group, LLC$186M AUM | 0.39% | $718,160 | 7.7K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 0.38% | $768,814 | 8.3K | Q1 2026OLDER |
| Smart Portfolios, LLC$100M AUM | 0.38% | $379,307 | 4.1K | Q1 2026OLDER |
| Provident Wealth Management, LLC$331M AUM | 0.38% | $1M | 13.4K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 0.37% | $623,625 | 6.7K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.37% | $1M | 15.8K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.37% | $65M | 698.4K | Q1 2026OLDER |
| Berman McAleer LLC$733M AUM | 0.36% | $3M | 28.8K | Q1 2026OLDER |
| Concentrum Wealth Management$339M AUM | 0.36% | $1M | 13.3K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.36% | $1M | 15.6K | Q1 2026OLDER |
| Exchange Bank$161M AUM | 0.36% | $578,760 | 6.0K | Q2 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.36% | $10M | 103.6K | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 0.35% | $10M | 104.2K | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 0.35% | $3M | 29.9K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.35% | $7M | 79.8K | Q1 2026OLDER |
| Bernardo Wealth Planning LLC$511M AUM | 0.35% | $2M | 19.3K | Q1 2026OLDER |
| Mainstream Capital Management LLC$149M AUM | 0.35% | $521,663 | 5.6K | Q1 2026OLDER |
| TTP Investments, Inc.$247M AUM | 0.35% | $1M | 11.3K | Q4 2025OLDER |
| Roxbury Financial LLC$126M AUM | 0.35% | $438,560 | 4.5K | Q2 2026 |
| Midwest Financial Group LLC$234M AUM | 0.34% | $807,124 | 8.7K | Q1 2026OLDER |
| Safeguard Investment Advisory Group, LLC$362M AUM | 0.34% | $1M | 13.4K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.34% | $2M | 18.1K | Q1 2026OLDER |
| BostonPremier Wealth LLC$194M AUM | 0.34% | $663,160 | 7.2K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.34% | $3M | 29.6K | Q1 2026OLDER |
| LifeSteps Financial, Inc.$158M AUM | 0.34% | $539,932 | 5.8K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.34% | $500,544 | 5.4K | Q1 2026OLDER |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 0.34% | $428,830 | 4.6K | Q1 2026OLDER |
| WT Wealth Management$336M AUM | 0.34% | $1M | 12.4K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.34% | $5M | 57.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.34% | $13M | 140.6K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.34% | $11M | 114.1K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 0.34% | $476,040 | 5.1K | Q1 2026OLDER |
| Alan B Lancz & Associates, Inc.$103M AUM | 0.33% | $343,138 | 3.7K | Q1 2026OLDER |
| 4J Wealth Management LLC$176M AUM | 0.33% | $581,979 | 6.3K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.33% | $644,821 | 7.0K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.33% | $637,958 | 6.9K | Q1 2026OLDER |
| Sterling Group Wealth Management, LLC$211M AUM | 0.33% | $694,159 | 7.5K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 0.33% | $992,961 | 10.7K | Q1 2026OLDER |
| Snider Financial Group$331M AUM | 0.33% | $1M | 11.7K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.33% | $2M | 22.0K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.32% | $10M | 103.4K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.32% | $918,799 | 9.9K | Q1 2026OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.32% | $1M | 14.5K | Q1 2026OLDER |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 0.32% | $573,782 | 6.2K | Q1 2026OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.32% | $2M | 20.2K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.32% | $3M | 28.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.32% | $40M | 426.4K | Q1 2026OLDER |
| Integrated Capital Management, LLC$237M AUM | 0.32% | $747,560 | 8.1K | Q1 2026OLDER |
| Centric Wealth Management$501M AUM | 0.31% | $2M | 16.5K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.31% | $9M | 96.4K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.31% | $976,652 | 10.5K | Q1 2026OLDER |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 0.31% | $473,340 | 5.1K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.31% | $945,811 | 10.2K | Q1 2026OLDER |
| Value Investment Professionals, LLC$119M AUM | 0.31% | $362,852 | 3.8K | Q2 2026 |
| MBE Wealth Management, LLC$241M AUM | 0.30% | $734,054 | 7.9K | Q1 2026OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 0.30% | $1M | 14.9K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.30% | $3M | 31.4K | Q2 2026 |
| West Wealth Group, LLC$506M AUM | 0.30% | $2M | 16.6K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.30% | $22M | 235.0K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 0.30% | $320,509 | 3.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.30% | $59M | 634.4K | Q1 2026OLDER |
| Ewing Morris & Co. Investment Partners Ltd.$222M AUM | 0.30% | $665,873 | 7.2K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.30% | $2M | 19.7K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 0.30% | $2M | 25.0K | Q2 2026 |
| Csenge Advisory Group$2.2B AUM | 0.30% | $7M | 70.1K | Q1 2026OLDER |
| Brown Financial Advisory$202M AUM | 0.30% | $598,394 | 6.5K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.30% | $9M | 92.8K | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.29% | $452,407 | 4.9K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.28% | $1M | 15.0K | Q1 2026OLDER |
| Addison Capital Co$562M AUM | 0.28% | $2M | 17.1K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.28% | $9M | 93.8K | Q4 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.28% | $8M | 81.3K | Q1 2026OLDER |
| Bryant Woods Investment Advisors, LLC$272M AUM | 0.28% | $754,379 | 8.1K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.28% | $4M | 41.9K | Q1 2026OLDER |
| Harpswell Capital Advisors, LLC$134M AUM | 0.28% | $370,960 | 4.0K | Q1 2026OLDER |
| Kingsman Wealth Management, Inc.$178M AUM | 0.27% | $489,484 | 5.3K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.27% | $12M | 127.0K | Q1 2026OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.27% | $3M | 35.1K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.27% | $536,269 | 5.8K | Q1 2026OLDER |
| MTM FINANCIAL GROUP, LLC$213M AUM | 0.27% | $577,491 | 6.2K | Q2 2026 |
| GatePass Capital, LLC$214M AUM | 0.27% | $579,532 | 6.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.27% | $13M | 140.5K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.27% | $2M | 16.6K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.26% | $423,526 | 4.6K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.26% | $7M | 75.1K | Q2 2026 |
| POTENTIA WEALTH$259M AUM | 0.26% | $685,163 | 7.4K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.26% | $4M | 37.1K | Q2 2026 |
| 46 Peaks LLC$137M AUM | 0.26% | $356,585 | 3.8K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.26% | $1M | 13.2K | Q1 2026OLDER |
| Level Wealth Management LLC$213M AUM | 0.26% | $551,247 | 5.9K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.26% | $5M | 55.7K | Q3 2025OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 0.26% | $330,629 | 3.5K | Q4 2025OLDER |
| Apex Wealth Management, LLC$146M AUM | 0.26% | $373,034 | 4.0K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.25% | $4M | 40.1K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.25% | $125M | 1.34M | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.25% | $1M | 11.5K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 0.25% | $788,939 | 8.5K | Q1 2026OLDER |
| Stillwater Wealth Management Group$162M AUM | 0.25% | $370,520 | 3.9K | Q4 2025OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.25% | $1M | 14.9K | Q1 2026OLDER |
| Sageworth Trust Co of South Dakota$126M AUM | 0.25% | $315,316 | 3.4K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.25% | $15M | 157.0K | Q1 2026OLDER |
| Southland Equity Partners LLC$571M AUM | 0.25% | $1M | 14.7K | Q2 2026 |
| Clearview Wealth Management LLC$141M AUM | 0.25% | $350,372 | 3.8K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.25% | $9M | 100.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.25% | $177M | 1.91M | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.25% | $22M | 242.0K | Q1 2026OLDER |
| Sensible Money, LLC$329M AUM | 0.24% | $804,798 | 8.7K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 0.24% | $603,018 | 6.4K | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.24% | $8M | 84.5K | Q1 2026OLDER |
| Five Pine Wealth Management$161M AUM | 0.24% | $392,137 | 4.2K | Q1 2026OLDER |
| ASL Financial, LLC$125M AUM | 0.24% | $304,836 | 3.3K | Q1 2026OLDER |
| waypoint wealth counsel$193M AUM | 0.24% | $663,780 | 7.0K | Q4 2025OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.24% | $322,293 | 3.4K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.24% | $2M | 21.7K | Q1 2026OLDER |
| GEM Asset Management, LLC$227M AUM | 0.24% | $544,013 | 5.9K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.24% | $416M | 4.48M | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.24% | $4M | 38.4K | Q2 2026 |
| LifeGoal Investments, LLC$218M AUM | 0.24% | $522,853 | 5.4K | Q2 2026 |
| Keystone Wealth Services, LLC$468M AUM | 0.24% | $1M | 12.0K | Q1 2026OLDER |
| Chancellor Financial Group WB LP$141M AUM | 0.24% | $335,997 | 3.6K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.24% | $2M | 23.3K | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 0.24% | $516,376 | 5.6K | Q1 2026OLDER |
| Wharton Business Group, LLC$2.6B AUM | 0.24% | $6M | 67.1K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.24% | $554,492 | 6.0K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.24% | $19M | 206.5K | Q1 2026OLDER |
| Connecticut Capital Management Group, LLC$106M AUM | 0.23% | $248,543 | 2.7K | Q1 2026OLDER |
| Veery Capital, LLC$372M AUM | 0.23% | $868,815 | 9.0K | Q2 2026 |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.23% | $740,807 | 8.0K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.23% | $7M | 73.0K | Q4 2025OLDER |
| EWA, LLC$548M AUM | 0.23% | $1M | 13.2K | Q2 2026 |
| STAR Financial Bank$212M AUM | 0.23% | $491,522 | 5.3K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 0.23% | $744,146 | 8.0K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.23% | $700,813 | 7.6K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.23% | $3M | 32.4K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.23% | $1M | 14.5K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.23% | $4M | 44.2K | Q2 2026 |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 0.23% | $516,098 | 5.6K | Q1 2026OLDER |
| Mattern Wealth Management LLC$513M AUM | 0.23% | $1M | 12.5K | Q1 2026OLDER |
| Keystone Financial Group, Inc.$192M AUM | 0.23% | $434,186 | 4.7K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 0.22% | $397,890 | 4.3K | Q1 2026OLDER |
| Perissos Private Wealth Management, LLC$115M AUM | 0.22% | $256,431 | 2.8K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.22% | $605,592 | 6.5K | Q1 2026OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 0.22% | $438,690 | 4.7K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.22% | $10M | 110.5K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 0.22% | $455,781 | 4.8K | Q4 2025OLDER |
| Aspect Partners, LLC$245M AUM | 0.22% | $537,707 | 5.8K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.22% | $2M | 24.0K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.22% | $8M | 83.1K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.22% | $3M | 33.2K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.22% | $10M | 110.6K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.22% | $2M | 20.9K | Q1 2026OLDER |
| Arkfeld Wealth Strategies, L.L.C.$316M AUM | 0.22% | $686,932 | 7.3K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.22% | $393,075 | 4.1K | Q2 2026 |
| Stonehearth Capital Management, LLC$293M AUM | 0.22% | $633,067 | 6.6K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.21% | $46M | 492.7K | Q1 2026OLDER |
| LongView Wealth Management$390M AUM | 0.21% | $834,530 | 8.7K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.21% | $201M | 2.16M | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 0.21% | $2M | 19.6K | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.21% | $3M | 31.0K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.21% | $937,431 | 10.1K | Q1 2026OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 0.21% | $324,897 | 3.4K | Q2 2026 |
| Prasad Wealth Partners, LLC$367M AUM | 0.21% | $764,361 | 8.2K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.21% | $1M | 13.8K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.21% | $57M | 618.3K | Q2 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.21% | $21M | 226.7K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.20% | $1M | 13.1K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.20% | $10M | 108.9K | Q1 2026OLDER |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 0.20% | $672,966 | 7.3K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 0.20% | $2M | 19.5K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.20% | $3M | 31.3K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.20% | $17M | 181.9K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.20% | $635,717 | 6.8K | Q4 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.20% | $3M | 37.1K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.20% | $385,576 | 4.2K | Q1 2026OLDER |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.20% | $332,868 | 3.4K | Q2 2026 |
| Gallacher Capital Management LLC$261M AUM | 0.20% | $517,026 | 5.6K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.20% | $207,723 | 2.5K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.20% | $17M | 187.1K | Q1 2026OLDER |
| EdgeRock Capital LLC$370M AUM | 0.20% | $727,641 | 7.8K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.20% | $642,174 | 6.9K | Q1 2026OLDER |
| Agate Pass Investment Management, LLC$271M AUM | 0.19% | $524,016 | 5.4K | Q2 2026 |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.19% | $2M | 19.8K | Q2 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.19% | $40M | 416.1K | Q3 2025OLDER |
| Plus Group Wealth Advisors LLC$106M AUM | 0.19% | $203,126 | 2.1K | Q2 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.19% | $11M | 113.7K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.19% | $1M | 12.7K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.19% | $3M | 31.0K | Q1 2026OLDER |
| Lincoln Capital LLC$562M AUM | 0.19% | $1M | 11.0K | Q2 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.19% | $3M | 32.3K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.19% | $788,590 | 8.4K | Q4 2025OLDER |
| Great Diamond Partners, LLC$582M AUM | 0.19% | $975,780 | 10.4K | Q4 2025OLDER |
| Latitude Advisors, LLC$218M AUM | 0.19% | $408,734 | 4.4K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 0.19% | $2M | 18.4K | Q1 2026OLDER |
| Nautilus Advisors LLC$146M AUM | 0.19% | $272,192 | 2.9K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.18% | $1M | 14.2K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.18% | $37M | 404.2K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.18% | $7M | 75.3K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 0.18% | $1M | 15.9K | Q1 2026OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 0.18% | $226,676 | 2.4K | Q2 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.18% | $1M | 15.8K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.18% | $17M | 181.4K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.18% | $520,272 | 5.6K | Q1 2026OLDER |
| McCartney Wealth Management LLC$119M AUM | 0.18% | $213,003 | 2.3K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.