ISHARES TR
CUSIP 46429B747
Ishares Tr has 755 institutional holders in Filings Flow’s 13F database, together reporting 115.63M shares worth $11.1B as of Q1 2026. The largest reported holders are Blackrock, Inc., Lpl Financial LLC, and Modera Wealth Management, LLC.
Institutional Holders
755
Q1 2026
Reported Value
$11.1B
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 |
|---|---|---|---|---|
| KEATING INVESTMENT COUNSELORS INC$404M AUM | 16.33% | $66M | 637.4K | Q1 2026OLDER |
| M. Kulyk & Associates, LLC$536M AUM | 14.03% | $75M | 726.7K | Q1 2026OLDER |
| SB Capital Management Inc$273M AUM | 13.55% | $37M | 361.2K | Q4 2025OLDER |
| Ethos Capital Management, Inc.$117M AUM | 11.60% | $14M | 130.7K | Q1 2026OLDER |
| MARTIN & CO INC /TN/$587M AUM | 9.46% | $56M | 537.5K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 9.10% | $96M | 938.8K | Q2 2026 |
| Northland Capital Management LLC$183M AUM | 8.94% | $16M | 158.1K | Q1 2026OLDER |
| Prime Buchholz LLC$191M AUM | 8.76% | $17M | 162.1K | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 8.44% | $49M | 469.7K | Q1 2026OLDER |
| Abacus Planning Group, Inc.$743M AUM | 8.39% | $62M | 602.3K | Q1 2026OLDER |
| Deane Retirement Strategies, Inc.$236M AUM | 8.26% | $20M | 190.9K | Q2 2026 |
| AMJ Financial Wealth Management$424M AUM | 7.68% | $33M | 315.0K | Q1 2026OLDER |
| Walker Financial Services, Inc.$292M AUM | 7.61% | $22M | 215.0K | Q1 2026OLDER |
| Seneca Financial Advisors LLC$341M AUM | 7.54% | $26M | 248.7K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 7.18% | $87M | 840.2K | Q1 2026OLDER |
| Holcombe Financial, Inc.$170M AUM | 7.00% | $12M | 115.2K | Q1 2026OLDER |
| Aznar Financial Advisors, LLC$104M AUM | 6.65% | $7M | 67.6K | Q4 2025OLDER |
| Western Reserve Capital Management, LLC$122M AUM | 6.42% | $8M | 75.7K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 6.29% | $14M | 132.5K | Q1 2026OLDER |
| CONTINUUM WEALTH ADVISORS, LLC$241M AUM | 5.92% | $14M | 137.9K | Q1 2026OLDER |
| AJ Advisors, LLC$270M AUM | 5.66% | $15M | 147.5K | Q1 2026OLDER |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP$2.9B AUM | 5.65% | $161M | 1.56M | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 5.56% | $18M | 171.5K | Q1 2026OLDER |
| Family Legacy Financial Solutions, LLC$124M AUM | 5.55% | $7M | 66.6K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 5.45% | $9M | 83.5K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 5.32% | $8M | 78.7K | Q2 2026 |
| Austin Asset Management Co Inc$608M AUM | 5.28% | $32M | 310.6K | Q1 2026OLDER |
| Trivant Custom Portfolio Group, LLC$182M AUM | 5.10% | $9M | 89.9K | Q1 2026OLDER |
| Sugar Maple Asset Management, LLC$165M AUM | 5.00% | $8M | 79.6K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 4.62% | $32M | 311.5K | Q1 2026OLDER |
| Stordahl Capital Management, Inc.$486M AUM | 4.52% | $22M | 212.0K | Q1 2026OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 4.40% | $53M | 510.3K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 4.33% | $41M | 391.6K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 4.32% | $249M | 2.41M | Q1 2026OLDER |
| DDFG, Inc$464M AUM | 4.28% | $20M | 192.0K | Q1 2026OLDER |
| SEMITAM BONAM LLC$122M AUM | 4.22% | $5M | 49.9K | Q1 2026OLDER |
| Sensible Financial Planning & Management, LLC.$551M AUM | 4.17% | $23M | 222.3K | Q3 2025OLDER |
| LVW Advisors, LLC$1.0B AUM | 4.13% | $43M | 418.6K | Q1 2026OLDER |
| Eagle Wealth Advisors LLC$108M AUM | 3.83% | $4M | 40.2K | Q1 2026OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 3.83% | $102M | 983.8K | Q1 2026OLDER |
| Financial Planning Navigators CORP$228M AUM | 3.78% | $9M | 83.4K | Q1 2026OLDER |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 3.72% | $6M | 56.0K | Q1 2026OLDER |
| STERLING INVESTMENT ADVISORS LLC /ADV$223M AUM | 3.69% | $8M | 80.3K | Q2 2026 |
| Burt Wealth Advisors$407M AUM | 3.58% | $15M | 141.1K | Q3 2025OLDER |
| Kure Advisory, LLC$184M AUM | 3.46% | $6M | 61.4K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 3.43% | $19M | 186.2K | Q1 2026OLDER |
| CONSILIO WEALTH ADVISORS, LLC$342M AUM | 3.38% | $12M | 111.8K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 3.36% | $4M | 37.7K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 3.30% | $12M | 117.3K | Q1 2026OLDER |
| Park Edge Advisors, LLC$434M AUM | 3.12% | $14M | 130.7K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 3.08% | $7M | 64.5K | Q1 2026OLDER |
| Hudson Portfolio Management LLC$119M AUM | 3.05% | $4M | 35.0K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 3.03% | $253M | 2.44M | Q1 2026OLDER |
| PURE PORTFOLIOS HOLDINGS LLC$332M AUM | 3.00% | $10M | 97.2K | Q4 2025OLDER |
| Friedenthal Financial$199M AUM | 2.97% | $6M | 57.3K | Q1 2026OLDER |
| Henderson Brothers Financial Partners, LLC$395M AUM | 2.95% | $6M | 57.6K | Q4 2025OLDER |
| JSF Financial, LLC$510M AUM | 2.90% | $15M | 143.0K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 2.82% | $4M | 39.7K | Q1 2026OLDER |
| Liberty Atlantic Advisors LLC$117M AUM | 2.82% | $3M | 31.9K | Q1 2026OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 2.80% | $20M | 194.5K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 2.79% | $4M | 38.1K | Q2 2026 |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 2.77% | $9M | 90.7K | Q1 2026OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 2.64% | $55M | 528.6K | Q1 2026OLDER |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 2.62% | $5M | 44.2K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 2.56% | $135M | 1.32M | Q2 2026 |
| Equita Financial Network, Inc.$318M AUM | 2.52% | $8M | 77.4K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 2.51% | $80M | 774.9K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 2.49% | $6M | 59.0K | Q2 2026 |
| Traub Capital Management LLC$101M AUM | 2.46% | $2M | 24.0K | Q1 2026OLDER |
| Winter & Associates, Inc.$133M AUM | 2.37% | $3M | 30.9K | Q2 2026 |
| American Money Management, LLC$632M AUM | 2.35% | $15M | 143.5K | Q1 2026OLDER |
| Hillcrest Wealth Advisors - NY, LLC$247M AUM | 2.31% | $6M | 55.1K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 2.25% | $3M | 25.3K | Q1 2026OLDER |
| Portfolio Design Labs, LLC$562M AUM | 2.23% | $13M | 121.3K | Q1 2026OLDER |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 2.23% | $42M | 407.3K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 2.22% | $85M | 825.7K | Q1 2026OLDER |
| Approach Retirement Advisors, LLC$120M AUM | 2.21% | $3M | 25.7K | Q1 2026OLDER |
| Lake Hills Wealth Management, LLC$220M AUM | 2.21% | $5M | 47.7K | Q2 2026 |
| MCMORGAN & CO LLC$618M AUM | 2.15% | $13M | 128.6K | Q1 2026OLDER |
| Echo45 Advisors LLC$178M AUM | 2.11% | $4M | 36.3K | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 2.10% | $20M | 190.5K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 2.06% | $3M | 29.5K | Q1 2026OLDER |
| Fischer Financial Services, Inc.$297M AUM | 2.05% | $6M | 59.1K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 1.85% | $150M | 1.45M | Q1 2026OLDER |
| Straight Path Wealth Management$374M AUM | 1.84% | $7M | 66.8K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 1.77% | $25M | 237.3K | Q1 2026OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 1.76% | $3M | 27.5K | Q1 2026OLDER |
| 21 West Wealth Management LLC$108M AUM | 1.75% | $2M | 18.2K | Q1 2026OLDER |
| Integris Wealth Management, LLC$435M AUM | 1.73% | $8M | 72.8K | Q1 2026OLDER |
| MUSTICO FINANCIAL GROUP, INC.$143M AUM | 1.73% | $2M | 23.8K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 1.73% | $66M | 634.0K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 1.69% | $3M | 33.4K | Q1 2026OLDER |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 1.67% | $3M | 26.3K | Q4 2025OLDER |
| Dogwood Wealth Management LLC$253M AUM | 1.66% | $4M | 41.2K | Q2 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 1.65% | $96M | 923.6K | Q1 2026OLDER |
| City State Bank$385M AUM | 1.64% | $6M | 61.1K | Q1 2026OLDER |
| HOME FEDERAL BANK OF TENNESSEE$400M AUM | 1.63% | $7M | 62.9K | Q1 2026OLDER |
| Virtus Family Office LLC$117M AUM | 1.61% | $2M | 18.2K | Q1 2026OLDER |
| Royal Harbor Partners, LLC$295M AUM | 1.60% | $5M | 45.7K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 1.54% | $2M | 15.9K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 1.52% | $3M | 27.7K | Q1 2026OLDER |
| Talon Private Wealth, LLC$753M AUM | 1.52% | $11M | 110.5K | Q1 2026OLDER |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC$154M AUM | 1.46% | $2M | 21.7K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 1.44% | $97M | 935.4K | Q1 2026OLDER |
| McCartney Wealth Management LLC$119M AUM | 1.43% | $2M | 16.5K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 1.37% | $12M | 118.5K | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 1.37% | $3M | 33.5K | Q1 2026OLDER |
| Stone Summit Wealth LLC$359M AUM | 1.35% | $5M | 47.0K | Q1 2026OLDER |
| Mendota Financial Group, LLC$161M AUM | 1.34% | $2M | 21.2K | Q2 2026 |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 1.33% | $4M | 36.6K | Q1 2026OLDER |
| HANSEATIC MANAGEMENT SERVICES INC$104M AUM | 1.33% | $1M | 13.4K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 1.33% | $18M | 180.1K | Q2 2026 |
| AMARA FINANCIAL, LLC.$145M AUM | 1.32% | $2M | 18.5K | Q1 2026OLDER |
| New Capital Management LP$406M AUM | 1.31% | $5M | 51.5K | Q1 2026OLDER |
| Spartan Planning & Wealth Management$135M AUM | 1.31% | $2M | 17.4K | Q4 2025OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 1.31% | $12M | 120.1K | Q1 2026OLDER |
| Vigilare Wealth Management$326M AUM | 1.29% | $4M | 41.1K | Q2 2026 |
| EQ WEALTH ADVISORS, LLC$171M AUM | 1.28% | $2M | 21.2K | Q1 2026OLDER |
| Arcataur Capital Management LLC$359M AUM | 1.26% | $5M | 43.7K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 1.25% | $3M | 31.7K | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 1.22% | $35M | 335.1K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 1.22% | $20M | 190.1K | Q1 2026OLDER |
| Martin Capital Partners, LLC$272M AUM | 1.21% | $3M | 32.2K | Q2 2026 |
| Atlatl Advisers LLC$135M AUM | 1.20% | $2M | 15.7K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 1.18% | $23M | 226.0K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 1.16% | $9M | 83.0K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 1.14% | $52M | 505.3K | Q1 2026OLDER |
| Financial Plan, Inc.$933M AUM | 1.13% | $11M | 102.3K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 1.12% | $14M | 135.1K | Q1 2026OLDER |
| Greenline Partners, LLC$930M AUM | 1.10% | $10M | 99.0K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 1.07% | $15M | 141.7K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 1.06% | $10M | 96.2K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 1.06% | $100M | 968.0K | Q1 2026OLDER |
| Capasso Planning Partners LLC$185M AUM | 1.06% | $2M | 18.9K | Q1 2026OLDER |
| Ewing Morris & Co. Investment Partners Ltd.$222M AUM | 1.05% | $2M | 22.6K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 1.01% | $26M | 252.0K | Q2 2026 |
| Passive Capital Management, LLC.$335M AUM | 1.00% | $3M | 32.5K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 1.00% | $2M | 19.0K | Q3 2025OLDER |
| Sellwood Investment Partners LLC$254M AUM | 0.99% | $3M | 24.2K | Q1 2026OLDER |
| Elevated Financial Group LLC$308M AUM | 0.96% | $3M | 28.7K | Q1 2026OLDER |
| VERITY Wealth Advisors$150M AUM | 0.96% | $1M | 13.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.92% | $98M | 946.2K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 0.90% | $2M | 15.7K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.88% | $13M | 130.5K | Q1 2026OLDER |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 0.88% | $5M | 49.3K | Q1 2026OLDER |
| Independent Family Office, LLC$243M AUM | 0.88% | $2M | 20.6K | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 0.87% | $5M | 51.0K | Q1 2026OLDER |
| VAN STRUM & TOWNE INC.$343M AUM | 0.87% | $3M | 28.7K | Q1 2026OLDER |
| One Wealth Map LLC$213M AUM | 0.85% | $2M | 17.5K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.84% | $1M | 12.4K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.84% | $2M | 16.6K | Q1 2026OLDER |
| Snider Financial Group$331M AUM | 0.84% | $3M | 26.9K | Q1 2026OLDER |
| Townsend Financial Planning, LLC$103M AUM | 0.81% | $835,640 | 8.1K | Q1 2026OLDER |
| Elm Partners Management LLC$2.3B AUM | 0.80% | $19M | 179.3K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.80% | $7M | 68.2K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.79% | $3M | 30.4K | Q3 2025OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.79% | $1M | 12.0K | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 0.78% | $3M | 33.1K | Q2 2026 |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.77% | $2M | 21.3K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 0.76% | $1M | 13.1K | Q3 2025OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.76% | $3M | 24.8K | Q1 2026OLDER |
| LifeGuide Financial Advisors, LLC$351M AUM | 0.74% | $3M | 25.5K | Q2 2026 |
| Brooklyn FI, LLC$476M AUM | 0.72% | $3M | 33.1K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.71% | $36M | 348.2K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.70% | $7M | 63.9K | Q4 2025OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.70% | $759,511 | 7.3K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.69% | $9M | 86.4K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.68% | $2M | 20.3K | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 0.68% | $1M | 12.6K | Q3 2025OLDER |
| Topor & Co. Korea$127M AUM | 0.68% | $860,494 | 8.4K | Q2 2026 |
| Haverford Trust Co$10.9B AUM | 0.67% | $73M | 708.2K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.67% | $758,659 | 7.3K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 0.67% | $3M | 24.5K | Q1 2026OLDER |
| Slow Capital, Inc.$770M AUM | 0.66% | $5M | 49.5K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 0.65% | $2M | 24.0K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.65% | $16M | 154.6K | Q1 2026OLDER |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.65% | $1M | 0 | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 0.65% | $2M | 18.3K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.64% | $937,842 | 9.1K | Q1 2026OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 0.63% | $560,070 | 5.6K | Q3 2025OLDER |
| Lutz Financial Services LLC$1.5B AUM | 0.62% | $9M | 89.4K | Q1 2026OLDER |
| Sidoxia Capital Management, LLC$116M AUM | 0.62% | $719,397 | 7.0K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.62% | $36M | 351.7K | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.62% | $952,533 | 9.2K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.62% | $4M | 42.8K | Q1 2026OLDER |
| Collier Financial$131M AUM | 0.61% | $801,031 | 7.7K | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 0.60% | $1M | 14.2K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.60% | $120M | 1.16M | Q1 2026OLDER |
| Canandaigua National Trust Co of Florida$125M AUM | 0.60% | $741,800 | 7.2K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.59% | $11M | 102.7K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.59% | $67M | 650.1K | Q1 2026OLDER |
| Peak Financial Management, Inc.$394M AUM | 0.58% | $2M | 22.2K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.58% | $19M | 181.3K | Q1 2026OLDER |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 0.58% | $1M | 11.5K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.58% | $2M | 15.9K | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 0.58% | $647,679 | 6.3K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.57% | $32M | 306.5K | Q1 2026OLDER |
| Estate Counselors, LLC$1.1B AUM | 0.54% | $6M | 58.5K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.53% | $5M | 45.9K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.53% | $3M | 33.7K | Q4 2025OLDER |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 0.53% | $593,481 | 5.7K | Q1 2026OLDER |
| PW ADVISORS, LLC \ FL$133M AUM | 0.52% | $693,530 | 6.7K | Q1 2026OLDER |
| Fortis Advisors, LLC$200M AUM | 0.52% | $1M | 9.9K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.51% | $32M | 308.6K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.51% | $2M | 20.1K | Q1 2026OLDER |
| Avant Financial Advisors LLC$161M AUM | 0.51% | $823,512 | 8.1K | Q2 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.51% | $7M | 65.9K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.50% | $2M | 17.1K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.50% | $622,561 | 6.0K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.50% | $1M | 10.4K | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 0.49% | $854,224 | 8.3K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.49% | $3M | 30.1K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.48% | $7M | 70.3K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.47% | $11M | 110.7K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.46% | $1M | 12.0K | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$132M AUM | 0.46% | $606,178 | 5.9K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.46% | $4M | 39.5K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.46% | $3M | 28.9K | Q3 2025OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.45% | $2M | 16.0K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 0.45% | $2M | 21.8K | Q2 2026 |
| Financial & Tax Architects, LLC$448M AUM | 0.45% | $2M | 19.4K | Q1 2026OLDER |
| Bucket List Wealth Management, LLC$166M AUM | 0.43% | $721,418 | 7.0K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 0.43% | $1M | 9.9K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.42% | $915,976 | 8.9K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.42% | $763,010 | 7.5K | Q4 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.42% | $8M | 78.0K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.41% | $902,807 | 8.7K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.41% | $2M | 15.5K | Q4 2025OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.41% | $2M | 15.7K | Q1 2026OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 0.41% | $3M | 24.3K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.40% | $17M | 168.4K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.40% | $3M | 32.7K | Q2 2026 |
| TritonPoint Partners, LLC$272M AUM | 0.40% | $1M | 10.5K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.40% | $19M | 181.6K | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 0.40% | $523,177 | 5.1K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.40% | $827,322 | 8.0K | Q3 2025OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.39% | $9M | 91.1K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.39% | $2M | 16.8K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.39% | $6M | 59.2K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.39% | $3M | 24.2K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.38% | $2M | 22.3K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.38% | $24M | 227.9K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.38% | $11M | 107.6K | Q1 2026OLDER |
| Buttonwood Financial Group, LLC$163M AUM | 0.37% | $609,516 | 5.9K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.37% | $6M | 55.8K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.36% | $31M | 302.6K | Q1 2026OLDER |
| COREPATH WEALTH PARTNERS LLC$160M AUM | 0.36% | $579,765 | 5.7K | Q2 2026 |
| Ascent Group, LLC$2.9B AUM | 0.36% | $10M | 100.3K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.36% | $3M | 28.0K | Q1 2026OLDER |
| DeLarme Wealth Management, Inc.$155M AUM | 0.35% | $544,559 | 5.3K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.35% | $66M | 640.2K | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 0.35% | $417,340 | 4.0K | Q1 2026OLDER |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC$232M AUM | 0.34% | $787,206 | 7.6K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.34% | $1M | 10.1K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.34% | $663,969 | 6.4K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.33% | $661,538 | 6.4K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.33% | $52M | 508.0K | Q2 2026 |
| Archer Investment Management, LLC$293M AUM | 0.33% | $969,192 | 9.5K | Q2 2026 |
| Tidemark, LLC$393M AUM | 0.33% | $1M | 12.5K | Q1 2026OLDER |
| Apex Wealth Management, LLC$146M AUM | 0.32% | $472,383 | 4.6K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.32% | $5M | 52.2K | Q1 2026OLDER |
| Echo Wealth Management, LLC$174M AUM | 0.32% | $551,322 | 5.3K | Q3 2025OLDER |
| Balance Wealth, LLC$322M AUM | 0.32% | $1M | 10.0K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.32% | $1M | 11.3K | Q3 2025OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.31% | $1M | 10.3K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.31% | $22M | 211.0K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.31% | $8M | 74.3K | Q2 2026 |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.31% | $1M | 10.4K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.31% | $1M | 11.4K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.30% | $3M | 27.7K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.30% | $18M | 170.3K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.30% | $2M | 23.8K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.30% | $5M | 48.1K | Q1 2026OLDER |
| EVEXIA WEALTH LLC$364M AUM | 0.30% | $1M | 10.5K | Q1 2026OLDER |
| Heritage Investment Group, Inc.$661M AUM | 0.30% | $2M | 18.9K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.29% | $12M | 118.9K | Q3 2025OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.29% | $3M | 33.4K | Q1 2026OLDER |
| Financial Harvest, LLC$170M AUM | 0.29% | $484,464 | 4.7K | Q1 2026OLDER |
| Scissortail Wealth Management, LLC$498M AUM | 0.28% | $1M | 13.7K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.28% | $2M | 20.0K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.28% | $11M | 105.6K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.27% | $631,321 | 6.1K | Q3 2025OLDER |
| RDA Financial Network$459M AUM | 0.27% | $1M | 12.2K | Q2 2026 |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.27% | $525,102 | 5.1K | Q2 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.27% | $3M | 31.0K | Q2 2026 |
| Blue Edge Capital, LLC$753M AUM | 0.26% | $2M | 19.2K | Q2 2026 |
| Vertex Planning Partners, LLC$515M AUM | 0.26% | $1M | 13.1K | Q1 2026OLDER |
| North Ridge Wealth Advisors, Inc.$178M AUM | 0.26% | $465,301 | 4.5K | Q1 2026OLDER |
| Andina Capital Management, LLC$113M AUM | 0.26% | $294,672 | 2.8K | Q1 2026OLDER |
| Arlington Financial Advisors, LLC$702M AUM | 0.26% | $2M | 17.6K | Q1 2026OLDER |
| Sharp Wealth Advisory, LLC$203M AUM | 0.26% | $519,115 | 5.0K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.26% | $4M | 40.6K | Q1 2026OLDER |
| Pinion Investment Advisors, LLC$428M AUM | 0.25% | $1M | 10.0K | Q4 2025OLDER |
| RHS Financial, LLC$211M AUM | 0.25% | $524,320 | 5.1K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.25% | $717,633 | 6.9K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.25% | $685,534 | 6.6K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.24% | $920,941 | 8.9K | Q1 2026OLDER |
| Marotta Asset Management$601M AUM | 0.24% | $1M | 14.3K | Q2 2026 |
| Empirical Asset Management, LLC$379M AUM | 0.24% | $910,190 | 8.8K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.24% | $1M | 10.7K | Q1 2026OLDER |
| ATLas Financial Planning LLC$112M AUM | 0.24% | $262,609 | 2.5K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.23% | $3M | 30.3K | Q1 2026OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.23% | $4M | 41.0K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.23% | $1M | 14.4K | Q1 2026OLDER |
| Avid Wealth Partners LLC$212M AUM | 0.23% | $456,644 | 4.4K | Q3 2025OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.22% | $911,735 | 8.8K | Q1 2026OLDER |
| Disciplined Investments, LLC$279M AUM | 0.22% | $622,873 | 6.0K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.22% | $624,579 | 6.1K | Q4 2025OLDER |
| CGN Advisors LLC$1.4B AUM | 0.22% | $3M | 29.6K | Q2 2026 |
| THEORY FINANCIAL LLC$285M AUM | 0.22% | $622,459 | 6.0K | Q3 2025OLDER |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 0.22% | $322,184 | 3.1K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.21% | $3M | 29.9K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.21% | $3M | 27.8K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.21% | $11M | 102.6K | Q1 2026OLDER |
| Eaton Financial Holdings Company, LLC$305M AUM | 0.21% | $650,296 | 6.3K | Q1 2026OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 0.21% | $595,695 | 5.8K | Q2 2026 |
| PAX Financial Group, LLC$586M AUM | 0.21% | $1M | 11.1K | Q3 2025OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.20% | $514,875 | 5.0K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.20% | $1M | 12.3K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.20% | $319,279 | 3.1K | Q3 2025OLDER |
| STRATEGIC ADVISORY PARTNERS, LLC$127M AUM | 0.20% | $253,921 | 2.5K | Q1 2026OLDER |
| 360 Financial, Inc.$332M AUM | 0.20% | $616,749 | 6.0K | Q3 2025OLDER |
| Balefire, LLC$613M AUM | 0.20% | $1M | 9.9K | Q4 2025OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.20% | $1M | 14.3K | Q1 2026OLDER |
| Chokshi & Queen Wealth Advisors, Inc$187M AUM | 0.19% | $364,798 | 3.5K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.19% | $9M | 88.4K | Q4 2025OLDER |
| ONE Advisory Partners, LLC$324M AUM | 0.19% | $621,832 | 6.0K | Q3 2025OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.19% | $16M | 153.9K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.19% | $301,717 | 2.9K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 0.19% | $636,003 | 6.1K | Q1 2026OLDER |
| Eddie Patel Inc$130M AUM | 0.19% | $245,140 | 2.4K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 0.19% | $219,219 | 2.1K | Q4 2025OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.19% | $3M | 24.6K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.18% | $819,380 | 7.9K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.18% | $3M | 27.5K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.18% | $315,151 | 3.0K | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 0.18% | $208,825 | 2.0K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.18% | $3M | 29.6K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.18% | $22M | 212.2K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.17% | $682,121 | 6.6K | Q1 2026OLDER |
| Bravias Capital Group, LLC$153M AUM | 0.17% | $265,195 | 2.6K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.17% | $2M | 18.5K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.17% | $2M | 21.9K | Q3 2025OLDER |
| SOFI WEALTH, LLC$2.1B AUM | 0.17% | $3M | 33.6K | Q1 2026OLDER |
| Core Wealth Partners LLC$215M AUM | 0.17% | $358,695 | 3.5K | Q1 2026OLDER |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 0.16% | $10M | 98.3K | Q2 2026 |
| Performance Wealth Partners, LLC$3.4B AUM | 0.16% | $6M | 53.9K | Q1 2026OLDER |
| BWM Planning, LLC$379M AUM | 0.16% | $604,031 | 5.9K | Q4 2025OLDER |
| Mosley Wealth Management$221M AUM | 0.16% | $350,243 | 3.4K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.16% | $1M | 10.1K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.16% | $227,874 | 2.2K | Q3 2025OLDER |
| Live Oak Investment Partners$169M AUM | 0.16% | $255,873 | 2.5K | Q4 2025OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.16% | $1M | 11.1K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.16% | $600,914 | 5.8K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.16% | $389,309 | 3.8K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.15% | $3M | 25.9K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.15% | $2M | 17.4K | Q3 2025OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.15% | $271,750 | 2.6K | Q3 2025OLDER |
| Range Financial Group LLC$298M AUM | 0.15% | $417,884 | 4.0K | Q3 2025OLDER |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 0.15% | $317,323 | 3.1K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 0.15% | $562,184 | 5.5K | Q2 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.15% | $2M | 20.7K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.15% | $584,793 | 5.6K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.14% | $898,980 | 8.8K | Q2 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.14% | $4M | 36.2K | Q2 2026 |
| Advisor OS, LLC$1.4B AUM | 0.14% | $2M | 19.1K | Q1 2026OLDER |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 0.14% | $232,076 | 2.2K | Q1 2026OLDER |
| Fund Evaluation Group, LLC$3.3B AUM | 0.14% | $5M | 44.7K | Q1 2026OLDER |
| Mine & Arao Wealth Creation & Management, LLC.$238M AUM | 0.14% | $338,216 | 3.3K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.14% | $10M | 95.6K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.14% | $5M | 43.7K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.14% | $2M | 16.8K | Q1 2026OLDER |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 0.14% | $206,736 | 2.0K | Q3 2025OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.14% | $447,294 | 4.3K | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.14% | $24M | 235.5K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.14% | $16M | 150.1K | Q3 2025OLDER |
| Redwood Financial Network Corp$153M AUM | 0.14% | $212,972 | 2.1K | Q4 2025OLDER |
| MADDEN SECURITIES Corp$333M AUM | 0.13% | $448,886 | 4.3K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 0.13% | $332,913 | 3.2K | Q4 2025OLDER |
| Aurelius Family Office LLC$230M AUM | 0.13% | $306,980 | 3.0K | Q1 2026OLDER |
| Rothschild Capital Partners, LLC$408M AUM | 0.13% | $543,318 | 5.3K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.13% | $290,380 | 2.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.13% | $6M | 61.8K | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 0.13% | $302,544 | 2.9K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 0.13% | $437,922 | 4.3K | Q4 2025OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.13% | $4M | 38.3K | Q3 2025OLDER |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM | 0.13% | $608,263 | 5.9K | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 0.13% | $2M | 20.3K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 0.13% | $878,065 | 8.6K | Q2 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.13% | $7M | 68.3K | Q1 2026OLDER |
| Certus Wealth Management, LLC$167M AUM | 0.13% | $213,128 | 2.1K | Q3 2025OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.12% | $3M | 31.4K | Q2 2026 |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.12% | $457,989 | 4.4K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.12% | $2,035 | 19.9K | Q4 2025OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.12% | $303,177 | 3.0K | Q4 2025OLDER |
| Inlight Wealth Management, LLC$270M AUM | 0.12% | $327,770 | 3.2K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.12% | $5M | 48.9K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.12% | $14M | 134.6K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.12% | $722,154 | 7.0K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.12% | $1M | 12.7K | Q2 2026 |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.11% | $1M | 11.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.11% | $21M | 204.0K | Q1 2026OLDER |
| BCU Wealth Advisors, LLC$268M AUM | 0.11% | $279,753 | 2.7K | Q3 2025OLDER |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.11% | $462,376 | 4.5K | Q2 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.11% | $797,271 | 7.7K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.11% | $900,565 | 8.8K | Q3 2025OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.11% | $900,462 | 8.7K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.11% | $348,427 | 3.4K | Q3 2025OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.11% | $299,489 | 2.9K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.11% | $299,489 | 2.9K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.11% | $496,997 | 4.8K | Q3 2025OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.11% | $266,335 | 2.6K | Q3 2025OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.11% | $1M | 9.8K | Q3 2025OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.11% | $168,804 | 1.6K | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 0.11% | $599,997 | 5.8K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 0.11% | $315,412 | 3.0K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 0.11% | $555,901 | 5.4K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.11% | $10M | 92.7K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.11% | $1M | 13.2K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.11% | $2M | 14.5K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.11% | $215,514 | 2.1K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.11% | $4M | 39.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.11% | $30M | 285.7K | Q2 2026 |
| L. Roy Papp & Associates, LLP$867M AUM | 0.11% | $962,466 | 9.4K | Q4 2025OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.11% | $776,475 | 7.5K | Q1 2026OLDER |
| Blankinship & Foster, LLC$452M AUM | 0.11% | $475,785 | 4.6K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.10% | $696,948 | 6.7K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.10% | $473,460 | 4.6K | Q3 2025OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.10% | $1M | 11.2K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.10% | $1M | 9.7K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.10% | $6M | 62.7K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.10% | $663,489 | 6.5K | Q2 2026 |
| ORG Partners LLC$568M AUM | 0.10% | $563,710 | 5.5K | Q4 2025OLDER |
| Ergawealth Advisors, Inc.$226M AUM | 0.10% | $221,650 | 2.1K | Q1 2026OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.10% | $340,672 | 3.3K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.09% | $12M | 117.4K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.09% | $833,749 | 8.1K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.09% | $6M | 55.4K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.09% | $770,899 | 7.5K | Q2 2026 |
| Sterneck Capital Management, LLC$223M AUM | 0.09% | $206,860 | 2.0K | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 0.09% | $706,497 | 6.8K | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 0.09% | $313,906 | 3.1K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.09% | $65M | 629.4K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.09% | $358,328 | 3.5K | Q3 2025OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.09% | $454,214 | 4.4K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.09% | $391,376 | 3.8K | Q3 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.09% | $7M | 68.3K | Q1 2026OLDER |
| RAM Investment Partners, LLC$569M AUM | 0.09% | $502,360 | 4.9K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.09% | $1M | 12.5K | Q3 2025OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.09% | $405,811 | 3.9K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.09% | $302,308 | 3.0K | Q4 2025OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.09% | $393,840 | 3.8K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.09% | $12M | 111.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.09% | $323M | 3.12M | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.09% | $232,043 | 2.2K | Q3 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.09% | $3M | 29.8K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.09% | $572,045 | 5.6K | Q4 2025OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.08% | $223,552 | 2.2K | Q4 2025OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.08% | $481,517 | 4.7K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.08% | $282,778 | 2.7K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.08% | $310,394 | 3.0K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.08% | $714,494 | 6.9K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.08% | $360,164 | 3.5K | Q1 2026OLDER |
| Ted Buchan & Co$275M AUM | 0.08% | $220,202 | 2.1K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.08% | $257,353 | 2.5K | Q2 2026 |
| PBMares Wealth Management LLC$617M AUM | 0.08% | $489,925 | 4.7K | Q3 2025OLDER |
| Patten Group, Inc.$575M AUM | 0.08% | $447,542 | 4.3K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.08% | $478,350 | 4.6K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.08% | $6M | 56.0K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.08% | $4.4B | 42.28M | Q1 2026OLDER |
| Adams Wealth Management$455M AUM | 0.08% | $345,870 | 3.3K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.07% | $2M | 15.6K | Q1 2026OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 0.07% | $217,720 | 2.1K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.07% | $2M | 19.8K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 0.07% | $210,347 | 2.1K | Q2 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.07% | $3M | 30.8K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.07% | $6M | 55.4K | Q1 2026OLDER |
| Prism Advisors, Inc.$375M AUM | 0.07% | $273,793 | 2.7K | Q4 2025OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.07% | $1M | 12.1K | Q3 2025OLDER |
| Horizons Wealth Management$152M AUM | 0.07% | $110,567 | 1.1K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.07% | $89,984 | 870 | Q1 2026OLDER |
| Atwater Malick LLC$370M AUM | 0.07% | $266,436 | 2.6K | Q1 2026OLDER |
| MORTON COMMUNITY BANK$460M AUM | 0.07% | $330,976 | 3.2K | Q1 2026OLDER |
| Independence Financial Advisors, LLC$386M AUM | 0.07% | $272,150 | 2.7K | Q2 2026 |
| TSA Wealth Managment LLC$309M AUM | 0.07% | $207,237 | 2.0K | Q3 2025OLDER |
| NWAM LLC$1.7B AUM | 0.07% | $1M | 11.7K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.07% | $6M | 61.7K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.07% | $473,728 | 4.6K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.07% | $3M | 29.7K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.07% | $720,729 | 7.0K | Q3 2025OLDER |
| Mountain Capital Investment Advisors Inc.$674M AUM | 0.07% | $455,317 | 4.4K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 0.07% | $345,870 | 3.3K | Q1 2026OLDER |
| LaFleur & Godfrey LLC$803M AUM | 0.07% | $533,286 | 5.2K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.07% | $673,122 | 6.5K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.07% | $304,292 | 2.9K | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.07% | $44M | 429.4K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.06% | $1M | 11.6K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.06% | $3M | 28.8K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.06% | $973,897 | 9.4K | Q1 2026OLDER |
| Prairiewood Capital, LLC$346M AUM | 0.06% | $214,617 | 2.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.