ISHARES TR
CUSIP 46432F834
Ishares Tr has 984 institutional holders in Filings Flow’s 13F database, together reporting 535.16M shares worth $41.9B as of Q1 2026. The largest reported holders are Blackrock, Inc., Alliancebernstein L.P., and Envestnet Asset Management Inc.
Institutional Holders
984
Q1 2026
Reported Value
$41.9B
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 |
|---|---|---|---|---|
| Tiller Private Wealth, Inc.$281M AUM | 19.23% | $54M | 624.6K | Q1 2026OLDER |
| MontVue Capital Management, Inc.$147M AUM | 13.38% | $20M | 226.6K | Q1 2026OLDER |
| Tide Cove Capital Partners LLC$147M AUM | 12.59% | $18M | 199.7K | Q1 2026OLDER |
| Astoria Strategic Wealth, Inc.$394M AUM | 11.91% | $47M | 541.6K | Q1 2026OLDER |
| Magnolia Wealth Management, LLC$172M AUM | 11.83% | $20M | 234.4K | Q1 2026OLDER |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 10.40% | $153M | 1.77M | Q1 2026OLDER |
| Kastel Capital Advisors, LLC$158M AUM | 10.09% | $16M | 184.1K | Q2 2026 |
| Hardy Reed LLC$1.4B AUM | 10.02% | $137M | 1.59M | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 9.79% | $251M | 2.90M | Q1 2026OLDER |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP$2.9B AUM | 9.58% | $274M | 3.16M | Q1 2026OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 9.54% | $464M | 5.36M | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 9.34% | $98M | 1.13M | Q1 2026OLDER |
| Spectrum Investment Advisors, Inc.$201M AUM | 9.07% | $18M | 210.8K | Q1 2026OLDER |
| Standpoint Asset Management, LLC$412M AUM | 9.00% | $37M | 428.1K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 8.84% | $184M | 2.23M | Q3 2025OLDER |
| Finley Financial, LLC$248M AUM | 8.77% | $22M | 228.2K | Q2 2026 |
| Patrick Mauro Investment Advisor, INC.$199M AUM | 8.68% | $17M | 199.4K | Q1 2026OLDER |
| Bricktown Capital, LLC$508M AUM | 8.50% | $43M | 498.2K | Q1 2026OLDER |
| Adventist Health System/ West$564M AUM | 8.49% | $48M | 552.9K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 8.44% | $89M | 1.02M | Q1 2026OLDER |
| ES4, LLC$155M AUM | 8.02% | $12M | 143.3K | Q1 2026OLDER |
| DAVIDSON INVESTMENT ADVISORS$2.3B AUM | 7.93% | $184M | 2.12M | Q1 2026OLDER |
| Financial Designs Corp$180M AUM | 7.61% | $14M | 157.9K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 7.38% | $10M | 24.3K | Q3 2025OLDER |
| J. R. Prunier Capital Management LLC$235M AUM | 6.98% | $16M | 189.5K | Q2 2026 |
| Skyline Advisors, Inc.$287M AUM | 6.25% | $18M | 206.7K | Q1 2026OLDER |
| Fund Evaluation Group, LLC$3.3B AUM | 6.21% | $202M | 2.33M | Q1 2026OLDER |
| Investment Advisory Services Group LLC$115M AUM | 5.54% | $6M | 73.5K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 5.49% | $27M | 319.5K | Q4 2025OLDER |
| Townsend Financial Planning, LLC$103M AUM | 5.35% | $6M | 63.8K | Q1 2026OLDER |
| Carl P. Sherr & Co., LLC$213M AUM | 5.27% | $11M | 129.5K | Q1 2026OLDER |
| BANK OF HAWAII$1.9B AUM | 5.25% | $100M | 1.16M | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 5.11% | $12M | 143.2K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 5.05% | $16M | 166.7K | Q2 2026 |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 5.04% | $11M | 132.4K | Q1 2026OLDER |
| CATALYST PRIVATE WEALTH, LLC$185M AUM | 4.67% | $9M | 99.6K | Q1 2026OLDER |
| Winthrop Partners - WNY, LLC$188M AUM | 4.57% | $9M | 99.0K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 4.35% | $137M | 1.58M | Q1 2026OLDER |
| Capstone Financial Advisors, Inc.$1.9B AUM | 4.23% | $79M | 906.3K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 4.20% | $19M | 224.2K | Q1 2026OLDER |
| Wick Capital Partners, LLC$548M AUM | 4.19% | $23M | 265.3K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 4.18% | $11M | 126.4K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 4.08% | $673M | 7.76M | Q1 2026OLDER |
| Meridian Wealth Partners, LLC$729M AUM | 3.96% | $29M | 332.8K | Q1 2026OLDER |
| Forum Private Client Group LLC$300M AUM | 3.92% | $12M | 136.5K | Q1 2026OLDER |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.$128M AUM | 3.86% | $5M | 57.0K | Q1 2026OLDER |
| PRAIRIEVIEW WEALTH PARTNERS, LLC$122M AUM | 3.72% | $5M | 52.4K | Q1 2026OLDER |
| Alpha Financial Partners LLC$169M AUM | 3.68% | $6M | 71.8K | Q1 2026OLDER |
| Legacy Wealth Management, LLC$1.9B AUM | 3.64% | $70M | 728.7K | Q2 2026 |
| ALERUS FINANCIAL NA$2.0B AUM | 3.63% | $73M | 845.8K | Q1 2026OLDER |
| Manuka Financial, LLC$162M AUM | 3.40% | $6M | 63.5K | Q1 2026OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 3.39% | $22M | 258.5K | Q1 2026OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 3.36% | $4M | 51.7K | Q1 2026OLDER |
| CHERRYDALE WEALTH MANAGEMENT, LLC$324M AUM | 3.36% | $11M | 125.4K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 3.23% | $149M | 1.72M | Q1 2026OLDER |
| SENTINEL WEALTH MANAGEMENT, INC.$125M AUM | 3.21% | $4M | 46.3K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 3.19% | $32M | 373.3K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 3.18% | $64M | 735.5K | Q1 2026OLDER |
| GuidedMoney, LLC$190M AUM | 3.09% | $6M | 68.0K | Q1 2026OLDER |
| Capital Developers, LLC$111M AUM | 2.99% | $3M | 38.3K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 2.93% | $524M | 6.05M | Q1 2026OLDER |
| Nearwater Capital Markets, Ltd$4.2B AUM | 2.89% | $122M | 1.41M | Q1 2026OLDER |
| Pacific Park Financial, Inc.$153M AUM | 2.81% | $4M | 49.6K | Q1 2026OLDER |
| Strategic Point Investment Advisors, LLC$767M AUM | 2.68% | $21M | 215.9K | Q2 2026 |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 2.63% | $7M | 76.1K | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 2.63% | $34M | 390.9K | Q1 2026OLDER |
| KFA Private Wealth Group, LLC$417M AUM | 2.57% | $11M | 123.8K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 2.45% | $11M | 129.0K | Q1 2026OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 2.44% | $24M | 271.6K | Q1 2026OLDER |
| FIRST HAWAIIAN BANK$715M AUM | 2.41% | $17M | 198.6K | Q1 2026OLDER |
| Downshift Financial, LLC$193M AUM | 2.40% | $5M | 50.6K | Q1 2026OLDER |
| Lunt Capital Management, Inc.$260M AUM | 2.39% | $6M | 71.8K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 2.31% | $5M | 61.7K | Q1 2026OLDER |
| SWMG, LLC$350M AUM | 2.27% | $8M | 91.7K | Q1 2026OLDER |
| Everest Management Corp.$197M AUM | 2.27% | $4M | 51.7K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 2.26% | $9M | 89.3K | Q2 2026 |
| Newton One Investments LLC$368M AUM | 2.25% | $8M | 95.6K | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 2.23% | $16M | 185.8K | Q1 2026OLDER |
| NYL Investors LLC$265M AUM | 2.23% | $6M | 68.1K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 2.19% | $48M | 548.8K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 2.15% | $19M | 223.1K | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 2.10% | $59M | 682.1K | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 2.09% | $3M | 29.1K | Q1 2026OLDER |
| SIGNAL TREE FINANCIAL PARTNERS LLC$132M AUM | 2.02% | $3M | 30.8K | Q1 2026OLDER |
| Riggs Asset Managment Co. Inc.$486M AUM | 2.01% | $10M | 112.9K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 2.01% | $52M | 540.2K | Q2 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 2.00% | $28M | 318.5K | Q1 2026OLDER |
| HILL ISLAND FINANCIAL LLC$412M AUM | 1.92% | $8M | 91.0K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 1.90% | $16M | 184.5K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 1.81% | $76M | 882.3K | Q1 2026OLDER |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 1.80% | $3M | 36.5K | Q1 2026OLDER |
| Williams & Novak, LLC$151M AUM | 1.78% | $3M | 28.3K | Q2 2026 |
| Windward Private Wealth Management Inc.$289M AUM | 1.77% | $5M | 59.1K | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 1.74% | $12M | 138.3K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 1.73% | $2M | 21.5K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 1.69% | $16M | 177.3K | Q1 2026OLDER |
| SJBENEN ADVISORY, LLC$120M AUM | 1.68% | $2M | 23.2K | Q1 2026OLDER |
| CADINHA & CO LLC$537M AUM | 1.67% | $9M | 103.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 1.65% | $944M | 10.89M | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 1.64% | $7M | 79.5K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 1.59% | $258M | 2.98M | Q1 2026OLDER |
| Valtrion Capital Management, LLC$106M AUM | 1.56% | $2M | 19.1K | Q1 2026OLDER |
| DV EQUITIES, LLC$558M AUM | 1.52% | $8M | 100.0K | Q4 2025OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 1.47% | $41M | 470.0K | Q1 2026OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 1.44% | $4M | 43.0K | Q1 2026OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 1.41% | $139M | 1.65M | Q4 2025OLDER |
| Madison Wealth Partners, Inc$627M AUM | 1.37% | $9M | 99.3K | Q1 2026OLDER |
| ADE, LLC$209M AUM | 1.37% | $3M | 33.0K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 1.32% | $12M | 138.3K | Q1 2026OLDER |
| Aznar Financial Advisors, LLC$104M AUM | 1.30% | $1M | 16.0K | Q4 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 1.25% | $14M | 160.0K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 1.24% | $65M | 752.9K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 1.23% | $3M | 31.2K | Q1 2026OLDER |
| Verus Financial Partners, Inc.$1.1B AUM | 1.22% | $14M | 146.8K | Q1 2026OLDER |
| BRASADA CAPITAL MANAGEMENT, LP$545M AUM | 1.19% | $6M | 73.8K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 1.17% | $101M | 1.16M | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 1.15% | $3M | 30.8K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 1.14% | $1M | 15.0K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 1.09% | $3M | 36.6K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 1.09% | $8M | 90.1K | Q1 2026OLDER |
| Burt Wealth Advisors$407M AUM | 1.08% | $4M | 53.3K | Q3 2025OLDER |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 1.06% | $4M | 42.6K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 1.06% | $7M | 79.9K | Q1 2026OLDER |
| James J. Burns & Company, LLC$737M AUM | 1.04% | $8M | 88.5K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 1.02% | $844M | 9.76M | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 1.02% | $2M | 26.9K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 1.00% | $17M | 199.9K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.99% | $116M | 1.34M | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.99% | $5M | 56.5K | Q1 2026OLDER |
| Freedom Day Solutions, LLC$373M AUM | 0.98% | $4M | 42.2K | Q1 2026OLDER |
| 4WEALTH ADVISORS, INC.$117M AUM | 0.97% | $1M | 13.6K | Q1 2026OLDER |
| COFG Advisors, LLC$404M AUM | 0.97% | $4M | 45.1K | Q1 2026OLDER |
| Leo H. Evart, Inc.$117M AUM | 0.96% | $1M | 13.0K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.95% | $4M | 46.3K | Q1 2026OLDER |
| Shelter Mutual Insurance Co$450M AUM | 0.94% | $4M | 48.8K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 0.93% | $2M | 26.1K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.93% | $40M | 463.1K | Q1 2026OLDER |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.93% | $3M | 36.3K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 0.93% | $4M | 51.5K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 0.92% | $3M | 31.8K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.91% | $5M | 60.8K | Q1 2026OLDER |
| Independent Wealth Advisors LLC$102M AUM | 0.91% | $926,382 | 10.7K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.90% | $4M | 51.8K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.89% | $1M | 11.8K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.87% | $5M | 55.4K | Q1 2026OLDER |
| St. Louis Trust Co$856M AUM | 0.85% | $7M | 84.3K | Q1 2026OLDER |
| Certus Wealth Management, LLC$167M AUM | 0.85% | $1M | 17.1K | Q3 2025OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.84% | $15M | 178.5K | Q1 2026OLDER |
| Alpha Wealth Funds, LLC$149M AUM | 0.84% | $1M | 16.0K | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.83% | $91M | 1.05M | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.82% | $2M | 23.3K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 0.82% | $2M | 26.2K | Q1 2026OLDER |
| Cushing Capital Partners, LLC$130M AUM | 0.82% | $1M | 12.3K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.81% | $6M | 69.3K | Q4 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.80% | $30M | 358.5K | Q4 2025OLDER |
| GWN SECURITIES INC.$523M AUM | 0.80% | $4M | 48.4K | Q1 2026OLDER |
| New England Professional Planning Group Inc.$239M AUM | 0.80% | $2M | 22.1K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.78% | $6M | 74.8K | Q1 2026OLDER |
| Life Planning Partners, Inc$131M AUM | 0.77% | $1M | 11.7K | Q1 2026OLDER |
| Advisory Resource Group$581M AUM | 0.74% | $4M | 49.8K | Q1 2026OLDER |
| Gainplan LLC$254M AUM | 0.73% | $2M | 19.3K | Q2 2026 |
| Legacy Bridge, LLC$262M AUM | 0.72% | $2M | 21.9K | Q1 2026OLDER |
| Oliver Luxxe Assets LLC$680M AUM | 0.72% | $5M | 51.6K | Q2 2026 |
| Capstone Wealth Management, LLC$143M AUM | 0.72% | $1M | 12.0K | Q1 2026OLDER |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 0.71% | $4M | 47.2K | Q1 2026OLDER |
| Byrne Asset Management LLC$185M AUM | 0.71% | $1M | 13.7K | Q2 2026 |
| KELLY FINANCIAL GROUP LLC$398M AUM | 0.70% | $3M | 32.3K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.70% | $2M | 23.8K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.69% | $29M | 334.1K | Q1 2026OLDER |
| Broadview Financial Management, LLC$146M AUM | 0.69% | $1M | 11.7K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.69% | $3M | 36.3K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.68% | $2.1B | 24.66M | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.67% | $606M | 7.00M | Q1 2026OLDER |
| Wealth Group Ltd$439M AUM | 0.67% | $3M | 34.0K | Q1 2026OLDER |
| Canandaigua National Trust Co of Florida$125M AUM | 0.66% | $815,889 | 9.4K | Q1 2026OLDER |
| Gleason Group, Inc.$1.0B AUM | 0.65% | $7M | 76.3K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC$308M AUM | 0.65% | $2M | 21.0K | Q2 2026 |
| Sterling Investment Counsel, LLC$357M AUM | 0.65% | $2M | 26.7K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.65% | $40M | 462.1K | Q1 2026OLDER |
| VERITY Wealth Advisors$150M AUM | 0.64% | $965,516 | 11.1K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 0.64% | $2M | 18.1K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.64% | $1M | 17.2K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.63% | $46M | 532.8K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.63% | $878,244 | 10.1K | Q1 2026OLDER |
| Single Point Partners, LLC$503M AUM | 0.63% | $3M | 189.5K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 0.63% | $2M | 27.6K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 0.63% | $1M | 13.5K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.62% | $2M | 20.7K | Q1 2026OLDER |
| Pacific Point Advisors, LLC$190M AUM | 0.62% | $1M | 13.5K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.62% | $5M | 54.5K | Q2 2026 |
| Keystone Financial Group, Inc.$192M AUM | 0.61% | $1M | 13.4K | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.60% | $934,616 | 10.8K | Q1 2026OLDER |
| Note Advisors, LLC$200M AUM | 0.60% | $1M | 13.9K | Q1 2026OLDER |
| WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM | 0.60% | $7M | 85.3K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.59% | $2M | 24.3K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.58% | $10M | 119.1K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.58% | $3M | 29.8K | Q2 2026 |
| Cassilly Financial Group LLC$115M AUM | 0.58% | $669,987 | 7.7K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 0.58% | $2M | 20.2K | Q1 2026OLDER |
| Bellwether Advisors, LLC$590M AUM | 0.58% | $3M | 39.3K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.57% | $72M | 835.4K | Q1 2026OLDER |
| Inman Jager Wealth Management, LLC$171M AUM | 0.56% | $955,466 | 11.0K | Q1 2026OLDER |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.55% | $86M | 997.5K | Q1 2026OLDER |
| HOWLAND CAPITAL MANAGEMENT LLC$2.5B AUM | 0.54% | $14M | 158.4K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.54% | $37M | 425.6K | Q1 2026OLDER |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 0.52% | $1M | 13.4K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.52% | $5M | 62.2K | Q1 2026OLDER |
| Rather & Kittrell, Inc.$648M AUM | 0.52% | $3M | 38.6K | Q1 2026OLDER |
| Allen Investment Management, LLC$8.1B AUM | 0.51% | $41M | 476.5K | Q1 2026OLDER |
| Dougherty Wealth Advisers LLC$158M AUM | 0.51% | $803,239 | 9.3K | Q1 2026OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 0.51% | $1M | 13.8K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.50% | $123M | 1.42M | Q1 2026OLDER |
| Madison Park Capital Advisors, LLC$140M AUM | 0.49% | $686,722 | 7.2K | Q2 2026 |
| CONTINENTAL INVESTORS SERVICES, INC.$106M AUM | 0.49% | $517,416 | 5.4K | Q1 2026OLDER |
| Abundance Wealth Counselors$697M AUM | 0.49% | $3M | 39.1K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 0.48% | $1M | 16.2K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.48% | $5M | 54.0K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.48% | $1M | 16.3K | Q1 2026OLDER |
| SFAM, LLC$108M AUM | 0.48% | $514,295 | 5.9K | Q1 2026OLDER |
| Blue Edge Capital, LLC$753M AUM | 0.47% | $4M | 40.9K | Q2 2026 |
| Luminvest Wealth Management LLC$382M AUM | 0.46% | $2M | 20.5K | Q1 2026OLDER |
| GSG Advisors LLC$385M AUM | 0.46% | $2M | 20.3K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.45% | $7M | 80.0K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.45% | $3M | 35.1K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.44% | $3M | 34.7K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.44% | $10M | 116.2K | Q1 2026OLDER |
| ETF Portfolio Partners, Inc.$381M AUM | 0.43% | $2M | 19.0K | Q1 2026OLDER |
| J.E. Simmons & Co., P.C.$150M AUM | 0.43% | $638,537 | 7.4K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.42% | $8M | 88.3K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.42% | $24.1B | 278.46M | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.42% | $6M | 64.0K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 0.42% | $616,963 | 7.1K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.41% | $1M | 13.3K | Q4 2025OLDER |
| Disciplina Capital Management LLC$944M AUM | 0.41% | $4M | 44.8K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.41% | $5M | 56.5K | Q1 2026OLDER |
| ADVOCATE GROUP LLC$639M AUM | 0.41% | $3M | 30.0K | Q1 2026OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.41% | $4M | 52.1K | Q1 2026OLDER |
| KOM Wealth Management Group, LLC$147M AUM | 0.41% | $595,016 | 6.9K | Q1 2026OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 0.40% | $1M | 13.1K | Q1 2026OLDER |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 0.40% | $2M | 21.8K | Q1 2026OLDER |
| PENNINGTON PARTNERS & CO., LLC$292M AUM | 0.40% | $1M | 13.3K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.39% | $4M | 42.5K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.39% | $7M | 78.5K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.38% | $3M | 33.0K | Q2 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.38% | $5M | 52.6K | Q1 2026OLDER |
| Rooted Wealth Advisors, Inc.$379M AUM | 0.37% | $1M | 15.0K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.37% | $1M | 12.8K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.37% | $6M | 72.6K | Q1 2026OLDER |
| MorganRosel Wealth Management, LLC$254M AUM | 0.36% | $919,250 | 10.6K | Q1 2026OLDER |
| GKV Capital Management Co., Inc.$267M AUM | 0.36% | $956,159 | 11.0K | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 0.36% | $3M | 34.7K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.36% | $5M | 56.4K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.36% | $6M | 65.2K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.35% | $8M | 92.6K | Q1 2026OLDER |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 0.35% | $2M | 28.0K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 0.35% | $2M | 21.4K | Q1 2026OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 0.35% | $1M | 14.7K | Q2 2026 |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.35% | $4M | 46.0K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.34% | $972,746 | 11.2K | Q1 2026OLDER |
| Financial Council, LLC$259M AUM | 0.34% | $885,807 | 10.2K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.34% | $4M | 37.2K | Q2 2026 |
| Valpey Financial Services, LLC$154M AUM | 0.34% | $516,179 | 6.0K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.33% | $2M | 23.8K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.32% | $3M | 30.1K | Q1 2026OLDER |
| MA Private Wealth$591M AUM | 0.32% | $2M | 21.8K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.32% | $331,180 | 4.9K | Q2 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.31% | $3M | 37.5K | Q4 2025OLDER |
| Ascent Group, LLC$2.9B AUM | 0.31% | $9M | 104.4K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 0.31% | $793,737 | 9.2K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.31% | $3M | 35.1K | Q1 2026OLDER |
| ATLas Financial Planning LLC$112M AUM | 0.31% | $342,748 | 4.0K | Q1 2026OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.30% | $4M | 41.9K | Q1 2026OLDER |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC$159M AUM | 0.30% | $477,830 | 5.0K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.30% | $2M | 28.2K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.30% | $5M | 57.5K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.30% | $4M | 40.4K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 0.30% | $519,840 | 6.0K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.30% | $1M | 15.5K | Q1 2026OLDER |
| Winthrop Advisory Group LLC$1.2B AUM | 0.29% | $4M | 41.4K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.29% | $445,590 | 5.1K | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.28% | $5M | 55.3K | Q4 2025OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.28% | $2M | 17.1K | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.28% | $21M | 243.9K | Q1 2026OLDER |
| JDH Wealth Management, LLC$148M AUM | 0.28% | $416,219 | 4.8K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.28% | $3M | 29.6K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.28% | $673,020 | 7.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.27% | $1.0B | 11.76M | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.27% | $24M | 274.2K | Q1 2026OLDER |
| Capital Planning Advisors, LLC$692M AUM | 0.27% | $2M | 21.3K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.27% | $3M | 27.0K | Q2 2026 |
| Sound Stewardship, LLC$218M AUM | 0.26% | $576,402 | 6.7K | Q1 2026OLDER |
| WEALTH EFFECTS LLC$282M AUM | 0.26% | $744,256 | 8.6K | Q1 2026OLDER |
| Helium Advisors LLC$105M AUM | 0.26% | $273,974 | 3.2K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 0.26% | $1M | 11.7K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.26% | $471,235 | 5.4K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.26% | $4M | 49.5K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.25% | $13M | 140.9K | Q2 2026 |
| PW Nova Financial Services LLC$399M AUM | 0.25% | $1M | 11.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.25% | $214M | 2.48M | Q1 2026OLDER |
| STAR Financial Bank$212M AUM | 0.25% | $527,378 | 6.1K | Q1 2026OLDER |
| MARS JEWETT FINANCIAL GROUP, INC.$316M AUM | 0.25% | $773,428 | 8.9K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.24% | $14M | 162.1K | Q4 2025OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.24% | $456,853 | 5.3K | Q1 2026OLDER |
| Snider Financial Group$331M AUM | 0.24% | $805,280 | 9.3K | Q1 2026OLDER |
| Red Mountain Financial, LLC$106M AUM | 0.24% | $257,878 | 3.0K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.24% | $2M | 16.8K | Q2 2026 |
| Squire Investment Management Company, LLC$360M AUM | 0.24% | $865,967 | 10.0K | Q1 2026OLDER |
| Van Cleef Asset Management,Inc$929M AUM | 0.24% | $2M | 25.6K | Q1 2026OLDER |
| ISTHMUS PARTNERS, LLC$953M AUM | 0.24% | $2M | 26.3K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.24% | $32M | 368.6K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.24% | $4M | 42.3K | Q1 2026OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.24% | $854,723 | 9.9K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.24% | $3M | 37.4K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.23% | $9M | 100.3K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 0.23% | $374,369 | 4.3K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6.8B AUM | 0.23% | $16M | 181.6K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.23% | $7M | 76.8K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.23% | $3M | 29.5K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.23% | $521,573 | 6.0K | Q1 2026OLDER |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 0.23% | $756,372 | 8.7K | Q1 2026OLDER |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 0.23% | $289,118 | 3.3K | Q1 2026OLDER |
| SWS Partners$405M AUM | 0.23% | $918,952 | 10.6K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.23% | $2M | 17.9K | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 0.22% | $385,610 | 4.5K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.22% | $1M | 16.5K | Q1 2026OLDER |
| Spectrum Strategic Capital Management, LLC$186M AUM | 0.22% | $409,542 | 4.7K | Q1 2026OLDER |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 0.22% | $447,062 | 5.2K | Q1 2026OLDER |
| TPG Advisors LLC$160M AUM | 0.22% | $347,570 | 4.0K | Q1 2026OLDER |
| High Probability Advisors, LLC$781M AUM | 0.22% | $2M | 19.5K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.22% | $4M | 52.9K | Q4 2025OLDER |
| Courage Miller Partners, LLC$354M AUM | 0.22% | $761,826 | 8.8K | Q1 2026OLDER |
| Platform Wealth Management, LLC$376M AUM | 0.22% | $808,651 | 9.6K | Q4 2025OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.21% | $797,115 | 8.4K | Q2 2026 |
| Essential Planning, LLC.$315M AUM | 0.21% | $669,121 | 7.7K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.21% | $4M | 47.3K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.21% | $3M | 35.6K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.21% | $1M | 16.7K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.21% | $316,583 | 3.7K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 0.20% | $1M | 11.8K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.20% | $2M | 23.7K | Q2 2026 |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 0.20% | $2M | 23.8K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.20% | $18M | 208.2K | Q1 2026OLDER |
| Sara-Bay Financial$333M AUM | 0.20% | $664,026 | 7.7K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.20% | $1M | 12.8K | Q2 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.20% | $2M | 28.7K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.20% | $693,133 | 7.6K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.20% | $220,066 | 2.5K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.20% | $5M | 62.6K | Q1 2026OLDER |
| Main Street Research LLC$1.7B AUM | 0.19% | $3M | 38.6K | Q1 2026OLDER |
| waypoint wealth counsel$193M AUM | 0.19% | $373,765 | 4.3K | Q1 2026OLDER |
| MAYPORT, LLC$538M AUM | 0.19% | $1M | 11.9K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.19% | $16M | 179.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.19% | $37M | 432.6K | Q1 2026OLDER |
| Bravias Capital Group, LLC$153M AUM | 0.19% | $291,717 | 3.4K | Q1 2026OLDER |
| Kaufman Rossin Wealth, LLC$174M AUM | 0.19% | $332,438 | 3.8K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.19% | $624,934 | 7.2K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 0.19% | $355,365 | 4.1K | Q1 2026OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 0.19% | $2M | 17.8K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.19% | $2M | 20.8K | Q2 2026 |
| AAF Wealth Management, LLC$244M AUM | 0.19% | $455,982 | 5.3K | Q1 2026OLDER |
| Reflection Asset Management$141M AUM | 0.19% | $261,535 | 3.0K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.19% | $54M | 626.6K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.18% | $23M | 267.0K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 0.18% | $2M | 17.8K | Q2 2026 |
| Adams Wealth Management$455M AUM | 0.18% | $832,697 | 9.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.18% | $131M | 1.51M | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.18% | $2M | 26.0K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.18% | $15M | 170.2K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.18% | $3M | 37.0K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.18% | $437,296 | 4.6K | Q2 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.18% | $2M | 22.4K | Q2 2026 |
| Talisman Wealth Advisors LLC$124M AUM | 0.18% | $217,428 | 2.6K | Q3 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.18% | $3M | 39.5K | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 0.18% | $380,520 | 4.0K | Q2 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.18% | $2M | 18.8K | Q1 2026OLDER |
| Financial Architects, LLC$190M AUM | 0.18% | $336,163 | 3.9K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.18% | $4M | 41.7K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.18% | $688,637 | 7.9K | Q1 2026OLDER |
| Leisure Capital Management$286M AUM | 0.17% | $527,646 | 6.2K | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.17% | $22M | 255.6K | Q1 2026OLDER |
| ShankerValleau Wealth Advisors, Inc.$380M AUM | 0.17% | $676,743 | 8.2K | Q3 2025OLDER |
| Select Equity Group, L.P.$19.5B AUM | 0.17% | $40M | 474.8K | Q4 2025OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.17% | $2M | 23.8K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 0.17% | $551,724 | 6.4K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.17% | $161M | 1.86M | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.17% | $2M | 17.7K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.17% | $3M | 37.4K | Q1 2026OLDER |
| Sanchez Levi Garrett$159M AUM | 0.17% | $271,344 | 3.1K | Q1 2026OLDER |
| Clare Market Investments LLC$478M AUM | 0.17% | $810,517 | 9.4K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.17% | $564,546 | 6.5K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.17% | $1M | 14.7K | Q2 2026 |
| Polaris Investment Advisors, LLC$156M AUM | 0.17% | $263,701 | 2.8K | Q2 2026 |
| Tenon Financial LLC$255M AUM | 0.17% | $426,702 | 4.9K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 0.17% | $490,209 | 5.7K | Q1 2026OLDER |
| ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM | 0.17% | $693,120 | 8.0K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.17% | $3M | 38.1K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.16% | $471,727 | 5.4K | Q1 2026OLDER |
| TRUEFG, LLC$377M AUM | 0.16% | $612,458 | 7.1K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.16% | $181M | 2.09M | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 0.16% | $1M | 12.4K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.16% | $4M | 48.0K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.16% | $9M | 99.5K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 0.16% | $832,697 | 9.6K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 0.16% | $540,875 | 5.9K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 0.16% | $781,326 | 8.2K | Q2 2026 |
| LJI Wealth Management, LLC$626M AUM | 0.16% | $985,739 | 11.4K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.16% | $3M | 31.9K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.16% | $180,629 | 2.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.15% | $145M | 1.67M | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.15% | $2M | 19.7K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.15% | $31M | 362.4K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.15% | $2M | 26.5K | Q2 2026 |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.15% | $885,981 | 10.2K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.15% | $713,350 | 8.2K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.15% | $399,324 | 4.6K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.15% | $2M | 18.7K | Q2 2026 |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.15% | $531,185 | 5.7K | Q1 2026OLDER |
| STERLING INVESTMENT ADVISORS LLC /ADV$223M AUM | 0.15% | $333,319 | 3.5K | Q2 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.15% | $5M | 62.4K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.15% | $2M | 23.4K | Q1 2026OLDER |
| Beirne Wealth Consulting Services, LLC$354M AUM | 0.15% | $524,922 | 6.1K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 0.15% | $3M | 30.7K | Q4 2025OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.15% | $9M | 98.1K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 0.15% | $200,312 | 2.3K | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 0.14% | $4M | 41.4K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.14% | $2M | 20.7K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.14% | $4M | 42.6K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.14% | $4M | 47.0K | Q1 2026OLDER |
| COOPER/HAIMS ADVISORS, LLC$212M AUM | 0.14% | $293,990 | 3.4K | Q1 2026OLDER |
| SilverOak Wealth Management LLC$632M AUM | 0.14% | $874,631 | 10.1K | Q1 2026OLDER |
| Atlas Private Wealth Advisors$425M AUM | 0.14% | $583,954 | 6.7K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.14% | $426,476 | 4.6K | Q1 2026OLDER |
| Invera Wealth Advisors, LLC$156M AUM | 0.14% | $211,575 | 2.4K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.13% | $1M | 17.2K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.13% | $15M | 176.9K | Q1 2026OLDER |
| Boston Standard Wealth Management, LLC$689M AUM | 0.13% | $912,097 | 9.6K | Q2 2026 |
| Vision Retirement, LLC$373M AUM | 0.13% | $493,500 | 5.8K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 0.13% | $499,563 | 5.8K | Q1 2026OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 0.13% | $475,541 | 5.5K | Q1 2026OLDER |
| Aspiring Ventures, LLC$330M AUM | 0.13% | $433,200 | 5.0K | Q1 2026OLDER |
| ForthRight Wealth Management, LLC$353M AUM | 0.13% | $461,638 | 5.3K | Q1 2026OLDER |
| Next Capital Management LLC$330M AUM | 0.13% | $429,908 | 5.0K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.13% | $813,095 | 9.8K | Q3 2025OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.13% | $268,844 | 3.1K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.13% | $4M | 45.5K | Q4 2025OLDER |
| LFG Wealth Partners, LLC$166M AUM | 0.13% | $209,016 | 2.4K | Q2 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.12% | $2M | 20.5K | Q1 2026OLDER |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.12% | $255,155 | 2.9K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.12% | $3M | 29.9K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.12% | $154,566 | 1.8K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.12% | $2M | 23.2K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 0.12% | $333,391 | 3.8K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.12% | $2M | 18.6K | Q1 2026OLDER |
| ENZI WEALTH$288M AUM | 0.12% | $355,224 | 4.1K | Q1 2026OLDER |
| RFP Financial Group LLC$184M AUM | 0.12% | $226,665 | 2.6K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.12% | $375,671 | 4.3K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.12% | $927,071 | 10.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.12% | $84M | 965.1K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.12% | $1M | 17.2K | Q4 2025OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.12% | $1,993 | 23.5K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.12% | $42M | 487.5K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.12% | $6M | 74.1K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.12% | $3M | 36.3K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.12% | $530,971 | 5.6K | Q2 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.12% | $1M | 11.0K | Q2 2026 |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.12% | $2M | 20.6K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.11% | $5M | 56.7K | Q1 2026OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 0.11% | $881,801 | 10.2K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.11% | $4M | 42.6K | Q1 2026OLDER |
| ACCESS FINANCIAL SERVICES, INC.$282M AUM | 0.11% | $317,928 | 3.7K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.11% | $1M | 15.0K | Q2 2026 |
| Clearstead Trust, LLC$613M AUM | 0.11% | $689,048 | 8.0K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 0.11% | $164,061 | 1.7K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 0.11% | $228,813 | 2.6K | Q1 2026OLDER |
| LeClair Wealth Partners LLC$289M AUM | 0.11% | $318,430 | 3.7K | Q1 2026OLDER |
| Blue Water Asset Management$289M AUM | 0.11% | $318,430 | 3.7K | Q1 2026OLDER |
| Summit Wealth Group, LLC$436M AUM | 0.11% | $474,960 | 5.5K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.11% | $5M | 59.8K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.11% | $871,858 | 10.1K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.10% | $206,602 | 2.4K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.10% | $384,578 | 4.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.10% | $390M | 4.50M | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 0.10% | $382,719 | 4.4K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.10% | $8M | 92.5K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.10% | $517,692 | 5.4K | Q2 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.10% | $1M | 12.3K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.10% | $16M | 180.7K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.10% | $806,792 | 9.3K | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 0.10% | $272,136 | 3.1K | Q1 2026OLDER |
| JACOBSON & SCHMITT ADVISORS, LLC$551M AUM | 0.10% | $548,952 | 6.3K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.10% | $4M | 40.7K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.10% | $9M | 106.2K | Q1 2026OLDER |
| Tacita Capital Inc$169M AUM | 0.10% | $166,262 | 1.9K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.10% | $9M | 101.3K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.10% | $2M | 23.8K | Q2 2026 |
| American State Bank (Iowa)$247M AUM | 0.10% | $240,986 | 2.5K | Q2 2026 |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.10% | $7M | 79.9K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.10% | $21M | 240.4K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.10% | $2M | 27.4K | Q2 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.10% | $8M | 91.2K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.