ISHARES TR
CUSIP 46432F842
Ishares Tr has 2,371 institutional holders in Filings Flow’s 13F database, together reporting 1638.47M shares worth $144.9B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Jones Financial Companies Lllp, and Morgan Stanley.
Institutional Holders
2,371
Q1 2026
Reported Value
$144.9B
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 |
|---|---|---|---|---|
| CBM Financial, LLC$160M AUM | 27.15% | $44M | 448.3K | Q1 2026OLDER |
| Roth Financial Partners LLC$293M AUM | 22.89% | $67M | 740.7K | Q1 2026OLDER |
| Ironwood Wealth Management, LLC.$349M AUM | 22.35% | $78M | 861.0K | Q1 2026OLDER |
| Mann Financial Group, Inc.$106M AUM | 20.79% | $22M | 243.9K | Q1 2026OLDER |
| Cabot-Wellington, LLC$338M AUM | 19.04% | $64M | 711.0K | Q1 2026OLDER |
| NorthLanding Financial Partners, LLC$124M AUM | 18.86% | $23M | 258.4K | Q1 2026OLDER |
| Stash Investments, LLC$258M AUM | 17.99% | $46M | 512.6K | Q1 2026OLDER |
| Dean, Jacobson Financial Services, LLC$163M AUM | 17.92% | $29M | 322.2K | Q1 2026OLDER |
| STERLING INVESTMENT ADVISORS LLC /ADV$223M AUM | 17.88% | $40M | 412.1K | Q2 2026 |
| Planning Project LLC$398M AUM | 17.80% | $71M | 791.9K | Q4 2025OLDER |
| Passaic Partners LLC$1.1B AUM | 17.25% | $184M | 2.04M | Q1 2026OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 16.96% | $2.2B | 25.33M | Q1 2026OLDER |
| WLTH Capital Management, LLC$156M AUM | 16.06% | $25M | 259.4K | Q2 2026 |
| Broadview Financial Management, LLC$146M AUM | 15.96% | $23M | 258.1K | Q1 2026OLDER |
| Bishop & Co Investment Management, LLC$292M AUM | 15.17% | $44M | 488.5K | Q1 2026OLDER |
| S. R. Schill & Associates$148M AUM | 15.02% | $22M | 245.6K | Q1 2026OLDER |
| Retirement Investment Advisors, Inc.$1.2B AUM | 15.02% | $187M | 2.09M | Q1 2026OLDER |
| MTC Wealth Management LLC$211M AUM | 14.94% | $31M | 347.4K | Q1 2026OLDER |
| Colony Family Offices, LLC$406M AUM | 14.56% | $59M | 652.3K | Q1 2026OLDER |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 14.49% | $48M | 533.9K | Q1 2026OLDER |
| FORM Wealth Advisors, LLC$854M AUM | 14.19% | $121M | 1.34M | Q1 2026OLDER |
| Stairway Partners, LLC$2.1B AUM | 14.14% | $300M | 3.11M | Q2 2026 |
| HILLMAN CO$257M AUM | 14.03% | $36M | 398.4K | Q1 2026OLDER |
| Salus Financial Advisors, LLC$171M AUM | 14.03% | $24M | 265.7K | Q1 2026OLDER |
| Bell Bank$2.4B AUM | 13.63% | $321M | 3.55M | Q1 2026OLDER |
| Bull Oak Capital, LLC$260M AUM | 13.29% | $35M | 381.9K | Q1 2026OLDER |
| INSTRUMENTAL WEALTH, LLC$163M AUM | 13.14% | $21M | 236.1K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 12.94% | $15M | 164.8K | Q1 2026OLDER |
| Tull Financial Group, Inc.$224M AUM | 12.93% | $29M | 320.0K | Q1 2026OLDER |
| Astra Wealth Partners LLC$168M AUM | 12.80% | $21M | 236.8K | Q1 2026OLDER |
| Conrad N. Hilton Foundation$228M AUM | 12.73% | $29M | 321.0K | Q1 2026OLDER |
| FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM | 12.52% | $141M | 1.56M | Q1 2026OLDER |
| Leverty Financial Group, LLC$452M AUM | 12.29% | $56M | 613.5K | Q1 2026OLDER |
| Hirtle & Co., LLC$2.9B AUM | 12.23% | $357M | 3.94M | Q1 2026OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 12.13% | $162M | 1.79M | Q1 2026OLDER |
| Northwest Quadrant Wealth Management, LLC$481M AUM | 11.90% | $57M | 632.5K | Q1 2026OLDER |
| FIRST HAWAIIAN BANK$715M AUM | 11.73% | $84M | 926.7K | Q1 2026OLDER |
| Members Trust Co$3.0B AUM | 11.71% | $352M | 3.89M | Q1 2026OLDER |
| Carbahal Olsen Financial Services Group, LLC$125M AUM | 11.31% | $14M | 156.3K | Q1 2026OLDER |
| MAKENA CAPITAL MANAGEMENT LLC$866M AUM | 11.27% | $98M | 1.08M | Q1 2026OLDER |
| Investure, LLC$2.0B AUM | 10.94% | $223M | 2.46M | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 10.92% | $279M | 3.09M | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 10.86% | $17M | 187.2K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 10.78% | $94M | 1.04M | Q1 2026OLDER |
| New Perspectives, Inc$289M AUM | 10.26% | $30M | 327.2K | Q1 2026OLDER |
| Randall & Associates Wealth Management$148M AUM | 10.08% | $15M | 165.2K | Q1 2026OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 10.05% | $103M | 1.14M | Q1 2026OLDER |
| First Citizens Asset Management, Inc.$178M AUM | 9.96% | $18M | 287.9K | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 9.95% | $77M | 854.0K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 9.90% | $160M | 1.76M | Q1 2026OLDER |
| Waycross Investment Management Co$105M AUM | 9.81% | $11M | 124.7K | Q4 2025OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 9.75% | $233M | 2.57M | Q1 2026OLDER |
| RKL Wealth Management LLC$1.1B AUM | 9.70% | $108M | 1.19M | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 9.69% | $136M | 1.41M | Q2 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 9.58% | $91M | 1.01M | Q1 2026OLDER |
| Nationwide Fund Advisors$2.3B AUM | 9.56% | $218M | 2.41M | Q1 2026OLDER |
| Brickley Wealth Management$583M AUM | 9.53% | $56M | 613.6K | Q1 2026OLDER |
| Hudson Oak Wealth Advisory LLC$115M AUM | 9.37% | $11M | 119.1K | Q1 2026OLDER |
| NewCorp Financial Services, Inc.$115M AUM | 9.23% | $11M | 117.6K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 9.22% | $49M | 503.8K | Q2 2026 |
| Shoker Investment Counsel, Inc.$337M AUM | 9.21% | $31M | 342.7K | Q1 2026OLDER |
| Wealthquest Corp$1.4B AUM | 9.20% | $130M | 1.43M | Q2 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 9.13% | $98M | 1.01M | Q2 2026 |
| Bare Financial Services, Inc$378M AUM | 9.10% | $34M | 380.2K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 8.97% | $324M | 3.58M | Q1 2026OLDER |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 8.95% | $19M | 211.2K | Q1 2026OLDER |
| Wela Strategies, Inc.$264M AUM | 8.81% | $23M | 266.2K | Q3 2025OLDER |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 8.76% | $25M | 278.1K | Q1 2026OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 8.62% | $420M | 4.64M | Q1 2026OLDER |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 8.62% | $73M | 806.4K | Q1 2026OLDER |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 8.62% | $167M | 1.85M | Q1 2026OLDER |
| Disciplina Capital Management LLC$944M AUM | 8.51% | $80M | 887.5K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 8.50% | $140M | 1.54M | Q1 2026OLDER |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 8.50% | $47M | 519.9K | Q1 2026OLDER |
| Piedmont Capital Management, LLC$197M AUM | 8.42% | $17M | 180.3K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 8.40% | $603M | 6.66M | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 8.39% | $14M | 159.4K | Q1 2026OLDER |
| Aureum Wealth Management, LLC$144M AUM | 8.29% | $12M | 131.6K | Q1 2026OLDER |
| Macco Financial Group, Inc.$132M AUM | 8.24% | $11M | 120.2K | Q1 2026OLDER |
| Life Planning Partners, Inc$131M AUM | 8.22% | $11M | 119.0K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 8.13% | $168M | 1.86M | Q1 2026OLDER |
| Smith & Howard Wealth Management, LLC$462M AUM | 8.11% | $37M | 414.2K | Q1 2026OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 8.08% | $16M | 172.6K | Q1 2026OLDER |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 8.08% | $14M | 156.6K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 8.07% | $110M | 1.14M | Q2 2026 |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 7.97% | $16M | 180.8K | Q1 2026OLDER |
| Neumann Capital Management, LLC$340M AUM | 7.93% | $27M | 297.5K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 7.90% | $139M | 1.54M | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 7.86% | $195M | 2.15M | Q1 2026OLDER |
| Dixon Mitchell Investment Counsel Inc.$2.9B AUM | 7.79% | $224M | 2.48M | Q1 2026OLDER |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 7.79% | $111M | 1.23M | Q1 2026OLDER |
| Aspen Wealth Strategies, LLC$187M AUM | 7.79% | $15M | 161.2K | Q1 2026OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 7.78% | $31M | 342.7K | Q1 2026OLDER |
| LCNB CORP$297M AUM | 7.69% | $23M | 252.5K | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 7.58% | $8M | 93.5K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 7.56% | $16M | 173.1K | Q1 2026OLDER |
| Pacific Capital Wealth Advisors, Inc.$663M AUM | 7.55% | $50M | 518.4K | Q2 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 7.30% | $8M | 81.9K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 7.28% | $36M | 395.3K | Q1 2026OLDER |
| IFS Advisors, LLC$194M AUM | 7.16% | $14M | 153.6K | Q1 2026OLDER |
| ROGCO, LP$300M AUM | 7.16% | $21M | 236.9K | Q1 2026OLDER |
| LINCOLN CAPITAL CORP$272M AUM | 7.14% | $19M | 214.3K | Q1 2026OLDER |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 7.14% | $10M | 108.8K | Q1 2026OLDER |
| VAUGHAN & Co SECURITIES, INC.$193M AUM | 7.08% | $14M | 150.7K | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 6.97% | $55M | 605.2K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 6.94% | $65M | 716.7K | Q1 2026OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 6.81% | $91M | 1.62M | Q1 2026OLDER |
| Marion Wealth Management$451M AUM | 6.80% | $31M | 339.0K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 6.77% | $454M | 5.02M | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 6.73% | $1.7B | 19.33M | Q1 2026OLDER |
| Beacon Bank & Trust$518M AUM | 6.73% | $35M | 360.8K | Q2 2026 |
| Vericrest Private Wealth$111M AUM | 6.68% | $7M | 82.2K | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 6.61% | $42M | 460.7K | Q1 2026OLDER |
| Parkside Investments, LLC$823M AUM | 6.56% | $54M | 596.1K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 6.47% | $26M | 290.9K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 6.45% | $16M | 174.3K | Q1 2026OLDER |
| MOTIVE WEALTH ADVISORS$213M AUM | 6.38% | $14M | 150.0K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 6.37% | $307M | 3.39M | Q1 2026OLDER |
| Vista Cima Wealth Management LLC$101M AUM | 6.35% | $6M | 71.0K | Q1 2026OLDER |
| STRATEGIC INVESTMENT MANAGEMENT, LLC$239M AUM | 6.35% | $15M | 167.9K | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 6.34% | $175M | 1.93M | Q1 2026OLDER |
| Lynch Investment Planning, LLC$111M AUM | 6.34% | $7M | 77.9K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 6.32% | $19M | 194.0K | Q2 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 6.32% | $24M | 249.5K | Q2 2026 |
| MASON STREET ADVISORS, LLC$1.0B AUM | 6.29% | $64M | 711.0K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 6.27% | $18M | 204.0K | Q1 2026OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 6.27% | $33M | 371.7K | Q4 2025OLDER |
| Matson Money. Inc.$3.3B AUM | 6.25% | $204M | 2.25M | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 6.21% | $25M | 273.5K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 6.16% | $10M | 114.5K | Q1 2026OLDER |
| Sovereign Investment Advisors, LLC$472M AUM | 6.16% | $29M | 321.2K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 6.13% | $233M | 2.57M | Q1 2026OLDER |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 6.13% | $10M | 115.6K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 6.08% | $424M | 4.68M | Q1 2026OLDER |
| O'Dell Group, LLC$466M AUM | 6.06% | $28M | 323.5K | Q3 2025OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 6.02% | $144M | 1.59M | Q1 2026OLDER |
| Foundry Financial Group, Inc.$202M AUM | 6.02% | $12M | 134.0K | Q1 2026OLDER |
| Hudson Capital Management LLC$387M AUM | 6.00% | $23M | 256.6K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 6.00% | $10M | 112.2K | Q1 2026OLDER |
| BG Investment Services, LLC$120M AUM | 5.94% | $7M | 79.0K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 5.92% | $35M | 385.2K | Q1 2026OLDER |
| BUFFALO BUSINESS & ESTATE SERVICES LTD$689M AUM | 5.89% | $41M | 448.3K | Q1 2026OLDER |
| Regent Peak Wealth Advisors LLC$490M AUM | 5.87% | $29M | 317.8K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 5.75% | $31M | 345.4K | Q1 2026OLDER |
| Alaska Wealth Advisors, LLC$833M AUM | 5.74% | $48M | 527.7K | Q1 2026OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 5.70% | $63M | 700.8K | Q1 2026OLDER |
| Liquid Strategies, LLC$465M AUM | 5.68% | $26M | 292.3K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 5.67% | $103M | 1.18M | Q3 2025OLDER |
| Affiance Financial, LLC$695M AUM | 5.62% | $39M | 405.0K | Q2 2026 |
| St. Clair Advisors, LLC$389M AUM | 5.60% | $22M | 225.4K | Q2 2026 |
| INTRUST BANK NA$1.2B AUM | 5.57% | $68M | 755.3K | Q1 2026OLDER |
| Royal Harbor Partners, LLC$295M AUM | 5.55% | $16M | 181.1K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 5.47% | $26M | 291.9K | Q1 2026OLDER |
| Custos Family Office, LLC$147M AUM | 5.45% | $8M | 89.2K | Q4 2025OLDER |
| ELEMENT POINTE ADVISORS, LLC$530M AUM | 5.42% | $29M | 317.1K | Q1 2026OLDER |
| Adaptive Financial Consulting, LLC$261M AUM | 5.38% | $14M | 155.0K | Q1 2026OLDER |
| BITTERROOT CAPITAL ADVISORS LLC$165M AUM | 5.35% | $9M | 97.3K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 5.33% | $51M | 532.6K | Q2 2026 |
| Hickory Point Bank & Trust$152M AUM | 5.33% | $8M | 89.2K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 5.23% | $34M | 379.2K | Q1 2026OLDER |
| Argent Advisors, Inc.$366M AUM | 5.23% | $19M | 211.5K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 5.18% | $23M | 254.7K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 5.07% | $73M | 810.7K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 5.05% | $329M | 3.64M | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 5.04% | $53M | 586.8K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 5.04% | $21M | 234.9K | Q1 2026OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 5.04% | $86M | 948.9K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 5.02% | $20M | 217.5K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 4.99% | $111M | 1.22M | Q1 2026OLDER |
| LTG Capital LLC$131M AUM | 4.97% | $7M | 71.9K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 4.96% | $19M | 207.5K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 4.95% | $63M | 694.5K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 4.95% | $156M | 1.73M | Q1 2026OLDER |
| RPTC Inc.$571M AUM | 4.94% | $28M | 311.5K | Q1 2026OLDER |
| MATTERS CAPITAL LLC$113M AUM | 4.93% | $6M | 61.4K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 4.92% | $93M | 958.1K | Q2 2026 |
| Great Diamond Partners, LLC$520M AUM | 4.92% | $26M | 282.4K | Q1 2026OLDER |
| BEACON ADVISORS HOLDINGS, LLC$187M AUM | 4.90% | $9M | 101.2K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 4.90% | $414M | 4.57M | Q1 2026OLDER |
| LPWM LLC$396M AUM | 4.89% | $19M | 214.0K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 4.88% | $58M | 645.5K | Q1 2026OLDER |
| Ascent Capital Management, LLC$125M AUM | 4.87% | $6M | 69.8K | Q3 2025OLDER |
| PENNEY FINANCIAL, LLC$261M AUM | 4.86% | $13M | 140.1K | Q1 2026OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 4.86% | $79M | 869.0K | Q1 2026OLDER |
| Montz Harcus Wealth Management LLC$248M AUM | 4.86% | $12M | 132.8K | Q1 2026OLDER |
| ISTHMUS PARTNERS, LLC$953M AUM | 4.85% | $46M | 510.8K | Q1 2026OLDER |
| Twele Capital Management, Inc.$561M AUM | 4.84% | $27M | 299.7K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 4.74% | $56M | 613.8K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 4.72% | $91M | 1.00M | Q1 2026OLDER |
| Daner Wealth Management, LLC$170M AUM | 4.69% | $8M | 82.8K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 4.69% | $537M | 5.94M | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 4.67% | $11M | 123.2K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 4.67% | $12M | 131.5K | Q1 2026OLDER |
| Madrid Financial Services$169M AUM | 4.67% | $8M | 87.4K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 4.66% | $38M | 424.8K | Q1 2026OLDER |
| WEST PACES ADVISORS INC.$516M AUM | 4.66% | $24M | 265.5K | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 4.64% | $54M | 591.8K | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 4.59% | $296M | 3.27M | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 4.58% | $44M | 490.8K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 4.56% | $9.5B | 108.46M | Q1 2026OLDER |
| Core Wealth Advisors, Inc.$419M AUM | 4.55% | $19M | 210.5K | Q1 2026OLDER |
| Columbia Bank$350M AUM | 4.52% | $16M | 174.8K | Q1 2026OLDER |
| Adelphi Trust Co$151M AUM | 4.49% | $7M | 70.1K | Q2 2026 |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 4.48% | $59M | 656.2K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 4.48% | $39M | 432.0K | Q1 2026OLDER |
| Waterway Wealth Management, LLC$452M AUM | 4.47% | $20M | 261.9K | Q1 2026OLDER |
| MYCIO WEALTH PARTNERS, LLC$502M AUM | 4.41% | $22M | 244.6K | Q1 2026OLDER |
| Pathway Financial Advisors LLC$857M AUM | 4.41% | $38M | 388.5K | Q2 2026 |
| Next Capital Management LLC$330M AUM | 4.38% | $14M | 159.8K | Q1 2026OLDER |
| Urban Financial Advisory Corp$283M AUM | 4.34% | $12M | 135.5K | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 4.31% | $7M | 73.5K | Q1 2026OLDER |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM | 4.30% | $20M | 220.2K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 4.30% | $19M | 213.1K | Q1 2026OLDER |
| Tarbox Family Office, Inc.$616M AUM | 4.30% | $26M | 292.2K | Q1 2026OLDER |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 4.29% | $47M | 600.7K | Q4 2025OLDER |
| West Financial Advisors, LLC$659M AUM | 4.25% | $28M | 290.1K | Q2 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 4.23% | $15M | 168.5K | Q1 2026OLDER |
| ACORN CREEK CAPITAL LLC$280M AUM | 4.22% | $12M | 130.6K | Q1 2026OLDER |
| William Howard & Co Financial Advisors Inc$129M AUM | 4.21% | $5M | 56.0K | Q2 2026 |
| Towercrest Capital Management$642M AUM | 4.15% | $27M | 294.3K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 4.15% | $87M | 957.4K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 4.13% | $31M | 345.1K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 4.12% | $39M | 435.6K | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 4.12% | $15M | 166.8K | Q1 2026OLDER |
| Sheridan Capital Management, LLC$190M AUM | 4.10% | $8M | 86.0K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 4.09% | $1.2B | 13.20M | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 4.06% | $8M | 84.7K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 4.04% | $46M | 509.7K | Q1 2026OLDER |
| Beirne Wealth Consulting Services, LLC$354M AUM | 4.04% | $14M | 157.7K | Q1 2026OLDER |
| Nova R Wealth, Inc.$313M AUM | 4.02% | $13M | 139.2K | Q1 2026OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 4.02% | $68M | 748.4K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 4.01% | $100M | 1.10M | Q1 2026OLDER |
| Martel Wealth Advisors LLC$587M AUM | 4.00% | $23M | 259.3K | Q1 2026OLDER |
| Box Hill Private Wealth LLC$125M AUM | 3.99% | $5M | 51.5K | Q2 2026 |
| Octavia Wealth Advisors, LLC$1.0B AUM | 3.98% | $42M | 459.8K | Q1 2026OLDER |
| Planned Solutions, Inc.$306M AUM | 3.96% | $12M | 133.7K | Q1 2026OLDER |
| Fusion Family Wealth, LLC$1.3B AUM | 3.95% | $53M | 584.7K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 3.92% | $3.2B | 35.67M | Q1 2026OLDER |
| Single Point Partners, LLC$503M AUM | 3.88% | $20M | 215.4K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 3.88% | $18M | 201.8K | Q2 2026 |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 3.85% | $183M | 2.02M | Q1 2026OLDER |
| Joel Adams & Associates, Inc.$135M AUM | 3.83% | $5M | 57.0K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 3.83% | $319M | 3.53M | Q1 2026OLDER |
| Helium Advisors LLC$105M AUM | 3.82% | $4M | 44.3K | Q1 2026OLDER |
| Omega Financial Group, LLC$308M AUM | 3.76% | $12M | 127.8K | Q1 2026OLDER |
| Renasant Bank$141M AUM | 3.73% | $5M | 58.2K | Q1 2026OLDER |
| Omnia Family Wealth, LLC$373M AUM | 3.73% | $14M | 144.1K | Q2 2026 |
| Veery Capital, LLC$372M AUM | 3.73% | $14M | 143.8K | Q2 2026 |
| GUIDANCE CAPITAL, INC$446M AUM | 3.73% | $17M | 174.2K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 3.71% | $110M | 1.21M | Q1 2026OLDER |
| MONEYWISE, INC.$229M AUM | 3.70% | $8M | 93.6K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 3.66% | $11M | 117.8K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 3.62% | $30M | 336.1K | Q1 2026OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 3.62% | $23M | 259.0K | Q1 2026OLDER |
| Marble Wealth, LLC$571M AUM | 3.62% | $21M | 228.3K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 3.61% | $36M | 376.4K | Q2 2026 |
| Family Capital Trust Co$276M AUM | 3.59% | $10M | 109.6K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 3.57% | $19M | 209.4K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 3.56% | $111M | 1.16M | Q1 2026OLDER |
| Good Steward Wealth Advisors,LLC$156M AUM | 3.53% | $5M | 60.7K | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 3.53% | $10M | 115.8K | Q1 2026OLDER |
| Silverleafe Capital Partners, LLC$367M AUM | 3.52% | $13M | 133.7K | Q2 2026 |
| TEXAS CAPITAL BANCSHARES INC/TX$254M AUM | 3.50% | $9M | 102.0K | Q3 2025OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 3.48% | $44M | 481.1K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 3.48% | $8M | 92.3K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 3.43% | $134M | 1.48M | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 3.40% | $32M | 352.2K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 3.37% | $922M | 10.19M | Q1 2026OLDER |
| Abundance Wealth Counselors$697M AUM | 3.37% | $23M | 259.2K | Q1 2026OLDER |
| Manhattan West Asset Management, LLC$511M AUM | 3.32% | $17M | 187.4K | Q1 2026OLDER |
| Wright Wealth LLC$149M AUM | 3.32% | $5M | 54.7K | Q1 2026OLDER |
| Vilga Financial Planning LLC$132M AUM | 3.31% | $4M | 45.3K | Q2 2026 |
| WADDELL & ASSOCIATES, LLC$1.8B AUM | 3.31% | $59M | 647.4K | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 3.29% | $54M | 595.2K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 3.28% | $124M | 1.28M | Q2 2026 |
| VICUS CAPITAL$1.4B AUM | 3.25% | $44M | 487.8K | Q1 2026OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 3.25% | $383M | 4.23M | Q1 2026OLDER |
| Field & Main Bank$344M AUM | 3.24% | $11M | 122.9K | Q1 2026OLDER |
| Shelter Mutual Insurance Co$450M AUM | 3.23% | $15M | 160.6K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 3.23% | $17M | 190.5K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 3.22% | $4M | 47.0K | Q1 2026OLDER |
| Sunbeam Capital Management, LLC$175M AUM | 3.22% | $6M | 62.1K | Q1 2026OLDER |
| AtlasMark Financial, Inc$155M AUM | 3.21% | $5M | 55.5K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 3.18% | $5M | 50.6K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 3.18% | $17M | 191.7K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 3.18% | $93M | 1.03M | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 3.16% | $6M | 67.9K | Q1 2026OLDER |
| Jordan Park Group LLC$1.9B AUM | 3.16% | $59M | 654.9K | Q1 2026OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 3.14% | $83M | 919.9K | Q1 2026OLDER |
| Sage Advisory Services, Ltd.Co.$183M AUM | 3.12% | $6M | 63.0K | Q1 2026OLDER |
| VISTA FINANCE, LLC$126M AUM | 3.10% | $4M | 43.1K | Q1 2026OLDER |
| Wick Capital Partners, LLC$548M AUM | 3.09% | $17M | 168.2K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 3.08% | $15M | 161.9K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 3.06% | $6M | 68.1K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 3.06% | $6M | 64.6K | Q1 2026OLDER |
| INSIGHT 2811, INC.$239M AUM | 3.04% | $7M | 80.4K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 3.04% | $212M | 2.34M | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 3.02% | $5M | 50.3K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 3.02% | $16M | 168.4K | Q2 2026 |
| Strategies Wealth Advisors, LLC$995M AUM | 3.01% | $30M | 331.4K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 3.00% | $45M | 496.1K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 3.00% | $9M | 102.0K | Q1 2026OLDER |
| Purewater Capital LLC$104M AUM | 2.99% | $3M | 34.5K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 2.99% | $49M | 546.2K | Q1 2026OLDER |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 2.99% | $7M | 82.8K | Q1 2026OLDER |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 2.97% | $19M | 209.7K | Q1 2026OLDER |
| Powerhouse Assets LLC$115M AUM | 2.97% | $3M | 37.7K | Q1 2026OLDER |
| Strategic Point Investment Advisors, LLC$767M AUM | 2.96% | $23M | 235.6K | Q2 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 2.95% | $42M | 460.3K | Q1 2026OLDER |
| Coastline Trust Co$1.0B AUM | 2.90% | $29M | 323.2K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 2.88% | $207M | 2.29M | Q1 2026OLDER |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 2.87% | $12M | 122.9K | Q2 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 2.87% | $139M | 1.54M | Q1 2026OLDER |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 2.86% | $5M | 52.5K | Q1 2026OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 2.86% | $34M | 375.2K | Q1 2026OLDER |
| Alliance Wealth Management Group$457M AUM | 2.85% | $13M | 143.6K | Q1 2026OLDER |
| ADE, LLC$209M AUM | 2.84% | $6M | 65.4K | Q1 2026OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 2.83% | $3M | 35.1K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 2.81% | $457M | 5.06M | Q1 2026OLDER |
| Invera Wealth Advisors, LLC$156M AUM | 2.81% | $4M | 48.3K | Q1 2026OLDER |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 2.81% | $3M | 36.5K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 2.79% | $38M | 415.9K | Q1 2026OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 2.79% | $10M | 99.3K | Q2 2026 |
| Harbour Capital Advisors, LLC$525M AUM | 2.78% | $15M | 153.1K | Q1 2026OLDER |
| RED CRANE WEALTH MANAGEMENT, LLC$122M AUM | 2.77% | $3M | 37.1K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 2.76% | $3M | 30.7K | Q1 2026OLDER |
| Saiph Capital, LLC$264M AUM | 2.74% | $7M | 80.0K | Q1 2026OLDER |
| Wells Trecaso Financial Group, LLC$210M AUM | 2.71% | $6M | 65.3K | Q3 2025OLDER |
| BANK OF HAWAII$1.9B AUM | 2.68% | $51M | 566.1K | Q1 2026OLDER |
| Bernard Wealth Management Corp.$234M AUM | 2.67% | $6M | 69.1K | Q1 2026OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 2.67% | $24M | 268.3K | Q4 2025OLDER |
| Wealth Analytics Partners, LLC$246M AUM | 2.65% | $7M | 71.9K | Q1 2026OLDER |
| SWMG, LLC$350M AUM | 2.62% | $9M | 101.3K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 2.59% | $98M | 1.39M | Q2 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 2.55% | $26M | 287.0K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 2.54% | $89M | 986.8K | Q1 2026OLDER |
| ArchPoint Investors$420M AUM | 2.54% | $11M | 117.8K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 2.54% | $6M | 64.9K | Q1 2026OLDER |
| Infinity Wealth Counsel, LLC$124M AUM | 2.53% | $3M | 32.4K | Q2 2026 |
| Cordgrass Capital Advisors, LLC$427M AUM | 2.51% | $11M | 118.2K | Q1 2026OLDER |
| Hofer & Associates. Inc$186M AUM | 2.50% | $5M | 51.5K | Q1 2026OLDER |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 2.50% | $15M | 170.7K | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 2.49% | $6M | 66.1K | Q4 2025OLDER |
| Sculati Wealth Management, LLC$271M AUM | 2.48% | $7M | 74.1K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 2.46% | $268M | 2.96M | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 2.45% | $6M | 63.5K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 2.45% | $199M | 2.20M | Q1 2026OLDER |
| JSF Financial, LLC$510M AUM | 2.44% | $12M | 137.6K | Q1 2026OLDER |
| Enclave Advisors LLC$729M AUM | 2.44% | $18M | 196.3K | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 2.42% | $5M | 58.2K | Q1 2026OLDER |
| AMG Asset Management Group, Inc.$129M AUM | 2.40% | $3M | 34.2K | Q1 2026OLDER |
| Pinion Investment Advisors, LLC$428M AUM | 2.39% | $10M | 113.3K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 2.39% | $3M | 29.6K | Q1 2026OLDER |
| CONSILIO WEALTH ADVISORS, LLC$342M AUM | 2.37% | $8M | 89.7K | Q1 2026OLDER |
| Curry Webb Wealth Management LLC$202M AUM | 2.37% | $5M | 53.3K | Q2 2026 |
| James J. Burns & Company, LLC$737M AUM | 2.36% | $17M | 192.2K | Q1 2026OLDER |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 2.36% | $7M | 72.2K | Q1 2026OLDER |
| Auour Investments LLC$318M AUM | 2.36% | $7M | 82.8K | Q1 2026OLDER |
| Constellation Investments, Inc.$3.0B AUM | 2.34% | $71M | 779.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 2.33% | $1.7B | 19.13M | Q1 2026OLDER |
| Armbruster Capital Management, Inc.$610M AUM | 2.33% | $14M | 157.0K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 2.32% | $78M | 857.1K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 2.30% | $5M | 57.9K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 2.30% | $10M | 112.0K | Q1 2026OLDER |
| Truepoint, Inc.$4.5B AUM | 2.29% | $103M | 1.14M | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 2.29% | $132M | 1.46M | Q1 2026OLDER |
| CIM INVESTMENT MANAGEMENT INC$375M AUM | 2.21% | $8M | 91.6K | Q1 2026OLDER |
| Evernest Financial Advisors, LLC$481M AUM | 2.21% | $11M | 112.2K | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 2.20% | $26M | 291.4K | Q1 2026OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 2.19% | $7M | 72.9K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 2.19% | $171M | 1.82M | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 2.19% | $505M | 5.58M | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 2.19% | $5M | 59.9K | Q1 2026OLDER |
| RATIONAL ADVISORS, INC.$980M AUM | 2.18% | $21M | 236.2K | Q1 2026OLDER |
| CrossGen Wealth, LLC$114M AUM | 2.16% | $2M | 27.2K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 2.16% | $2M | 25.4K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 2.16% | $118M | 1.31M | Q1 2026OLDER |
| Empire Life Investments Inc.$1.6B AUM | 2.15% | $35M | 385.3K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 2.14% | $28M | 312.9K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 2.14% | $6M | 66.9K | Q1 2026OLDER |
| Ducere Wealth Management LLC$259M AUM | 2.13% | $6M | 61.7K | Q1 2026OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 2.12% | $8M | 87.7K | Q2 2026 |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 2.11% | $7M | 74.1K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 2.11% | $7M | 85.4K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 2.11% | $122M | 1.34M | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 2.09% | $13M | 140.3K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 2.09% | $3M | 35.6K | Q1 2026OLDER |
| SELDON CAPITAL LP$272M AUM | 2.08% | $6M | 62.4K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 2.07% | $387M | 4.27M | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 2.07% | $91M | 1.01M | Q1 2026OLDER |
| Alliance Private Wealth, LLC$288M AUM | 2.06% | $6M | 61.5K | Q2 2026 |
| Stephens Consulting, LLC$309M AUM | 2.06% | $6M | 71.2K | Q4 2025OLDER |
| Inman Jager Wealth Management, LLC$171M AUM | 2.05% | $4M | 38.8K | Q1 2026OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 2.05% | $4M | 44.7K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 2.05% | $11M | 124.5K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 2.05% | $8M | 93.5K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 2.05% | $6M | 70.5K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 2.03% | $73M | 801.5K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 2.03% | $13M | 141.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 2.03% | $3.3B | 36.34M | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 2.02% | $18M | 204.1K | Q1 2026OLDER |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 2.01% | $10M | 105.9K | Q1 2026OLDER |
| Berman McAleer LLC$733M AUM | 2.01% | $15M | 162.4K | Q1 2026OLDER |
| ADG Wealth Management Group, LLC$145M AUM | 2.00% | $3M | 32.0K | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 2.00% | $5M | 59.9K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 1.98% | $10M | 109.2K | Q1 2026OLDER |
| SMITH SHELLNUT WILSON LLC /ADV$260M AUM | 1.98% | $5M | 59.0K | Q3 2025OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 1.98% | $21M | 231.1K | Q1 2026OLDER |
| 1015 Capital Partners, LLC$103M AUM | 1.97% | $2M | 22.4K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 1.97% | $5M | 57.0K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 1.97% | $34M | 376.7K | Q1 2026OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 1.97% | $19M | 209.1K | Q1 2026OLDER |
| INVESTMENT PARTNERS, LTD.$281M AUM | 1.96% | $6M | 60.9K | Q1 2026OLDER |
| INTEGRITY WEALTH ADVISORS, INC.$168M AUM | 1.96% | $3M | 36.2K | Q1 2026OLDER |
| AAF Wealth Management, LLC$244M AUM | 1.95% | $5M | 52.4K | Q1 2026OLDER |
| Dynamic Financial Group$122M AUM | 1.94% | $2M | 26.3K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 1.93% | $37M | 406.3K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 1.93% | $108M | 1.20M | Q1 2026OLDER |
| Boyd Wealth Management, LLC$236M AUM | 1.92% | $5M | 50.1K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 1.90% | $193M | 2.14M | Q1 2026OLDER |
| Clearview Wealth Management LLC$141M AUM | 1.89% | $3M | 29.5K | Q1 2026OLDER |
| North Berkeley Wealth Management, LLC$189M AUM | 1.88% | $4M | 39.3K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 1.88% | $87M | 956.1K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 1.87% | $9M | 97.8K | Q1 2026OLDER |
| 71 West Capital Partners$2.3B AUM | 1.87% | $43M | 469.9K | Q1 2026OLDER |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 1.86% | $3M | 31.7K | Q1 2026OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 1.86% | $7M | 77.0K | Q2 2026 |
| BCS Private Wealth Management, Inc.$329M AUM | 1.86% | $6M | 67.6K | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 1.86% | $51M | 560.0K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 1.86% | $4M | 49.7K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 1.85% | $4M | 42.3K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 1.85% | $5M | 58.0K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 1.84% | $4M | 39.8K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 1.83% | $11M | 123.8K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 1.83% | $4M | 42.0K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 1.83% | $243M | 2.68M | Q1 2026OLDER |
| MEMBERS WEALTH LLC$182M AUM | 1.83% | $3M | 34.5K | Q2 2026 |
| Conservest Capital Advisors, Inc.$1.1B AUM | 1.83% | $20M | 222.8K | Q1 2026OLDER |
| Wealth Architects, LLC$1.1B AUM | 1.82% | $20M | 226.1K | Q1 2026OLDER |
| PACK Private Wealth, LLC$218M AUM | 1.82% | $4M | 43.7K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 1.82% | $19M | 208.7K | Q1 2026OLDER |
| BLB&B Advisors, LLC$2.4B AUM | 1.81% | $44M | 483.1K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 1.80% | $41M | 449.6K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 1.79% | $2M | 22.2K | Q1 2026OLDER |
| Eley Financial Management, Inc$277M AUM | 1.78% | $5M | 54.6K | Q1 2026OLDER |
| Snider Financial Group$331M AUM | 1.77% | $6M | 64.9K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 1.77% | $5M | 58.4K | Q1 2026OLDER |
| Corsicana & Co.$158M AUM | 1.76% | $3M | 36.8K | Q1 2026OLDER |
| EWA, LLC$441M AUM | 1.76% | $8M | 85.8K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 1.76% | $2M | 25.6K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 1.74% | $31M | 344.2K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 1.74% | $2M | 25.2K | Q2 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 1.74% | $13M | 146.4K | Q1 2026OLDER |
| REDW Wealth LLC$251M AUM | 1.72% | $4M | 47.8K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 1.72% | $16M | 172.3K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 1.72% | $123M | 1.36M | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 1.71% | $92M | 1.02M | Q1 2026OLDER |
| Clarus Wealth Advisors$235M AUM | 1.70% | $4M | 43.5K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 1.69% | $73M | 811.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 1.68% | $47M | 530.6K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 1.68% | $79M | 1.17M | Q2 2026 |
| Financial Planning Navigators CORP$228M AUM | 1.67% | $4M | 42.1K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 1.65% | $18M | 199.2K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 1.64% | $13M | 144.7K | Q1 2026OLDER |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 1.63% | $9M | 95.2K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 1.62% | $795M | 8.78M | Q1 2026OLDER |
| Strategic Equity Management$266M AUM | 1.61% | $4M | 47.4K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 1.61% | $11M | 116.1K | Q1 2026OLDER |
| RAINIER FAMILY WEALTH INC$149M AUM | 1.60% | $2M | 26.3K | Q1 2026OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 1.60% | $11M | 118.8K | Q1 2026OLDER |
| 4Thought Financial Group Inc.$202M AUM | 1.59% | $3M | 35.6K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 1.59% | $150M | 1.66M | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 1.59% | $11M | 126.3K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 1.59% | $236M | 2.61M | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 1.59% | $11M | 116.3K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 1.59% | $10M | 106.0K | Q1 2026OLDER |
| Aznar Financial Advisors, LLC$104M AUM | 1.58% | $2M | 18.4K | Q4 2025OLDER |
| FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM | 1.58% | $25M | 273.8K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 1.57% | $11M | 125.1K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 1.56% | $9M | 97.0K | Q1 2026OLDER |
| Gold Investment Management Ltd.$323M AUM | 1.56% | $5M | 55.5K | Q1 2026OLDER |
| Pine Ridge Advisers LLC$1.6B AUM | 1.54% | $25M | 275.9K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 1.51% | $10M | 113.3K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 1.51% | $28M | 313.6K | Q1 2026OLDER |
| Aletheian Wealth Advisors LLC$234M AUM | 1.50% | $4M | 36.3K | Q2 2026 |
| MCF Advisors LLC$2.3B AUM | 1.49% | $34M | 376.2K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 1.49% | $20M | 216.6K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 1.49% | $6M | 70.7K | Q1 2026OLDER |
| Churchill Financial Advisors, LLC$476M AUM | 1.48% | $7M | 78.0K | Q1 2026OLDER |
| NDVR, Inc.$121M AUM | 1.48% | $2M | 20.0K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 1.48% | $299M | 3.30M | Q1 2026OLDER |
| Williams & Novak, LLC$151M AUM | 1.48% | $2M | 23.1K | Q2 2026 |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 1.47% | $3M | 28.0K | Q1 2026OLDER |
| Harpswell Capital Advisors, LLC$134M AUM | 1.47% | $2M | 21.8K | Q1 2026OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 1.46% | $4M | 43.9K | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 1.46% | $11M | 123.2K | Q1 2026OLDER |
| Sentinel Advisory Group, LLC$205M AUM | 1.46% | $3M | 33.1K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 1.46% | $32M | 351.7K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 1.45% | $3M | 38.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 1.45% | $7.7B | 85.18M | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.