ISHARES TR
CUSIP 46432F339
Ishares Tr has 1,622 institutional holders in Filings Flow’s 13F database, together reporting 211.10M shares worth $39.3B as of Q1 2026. The largest reported holders are FMR LLC, Envestnet Asset Management Inc, and Lpl Financial LLC.
Institutional Holders
1,622
Q1 2026
Reported Value
$39.3B
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 |
|---|---|---|---|---|
| J. Mark Nickell & Co.$207M AUM | 25.35% | $28M | 146.3K | Q1 2026OLDER |
| Valence8 US LP$286M AUM | 22.62% | $65M | 337.3K | Q1 2026OLDER |
| LIFE LINE WEALTH MANAGEMENT LLC$224M AUM | 21.40% | $48M | 249.8K | Q1 2026OLDER |
| Aventus Investment Advisors, Inc.$118M AUM | 20.43% | $24M | 125.9K | Q1 2026OLDER |
| BITTERROOT CAPITAL ADVISORS LLC$165M AUM | 16.25% | $27M | 139.5K | Q1 2026OLDER |
| Baron Wealth Management LLC$386M AUM | 16.04% | $62M | 281.8K | Q2 2026 |
| Orgel Wealth Management, LLC$4.6B AUM | 13.61% | $632M | 3.29M | Q1 2026OLDER |
| LANDAAS & CO /WI /ADV$456M AUM | 12.96% | $59M | 308.0K | Q1 2026OLDER |
| SNS Financial Group, LLC$1.2B AUM | 12.90% | $150M | 780.3K | Q1 2026OLDER |
| SACHEM HILL LLC$516M AUM | 12.86% | $66M | 346.0K | Q1 2026OLDER |
| AdvisorShares Investments LLC$549M AUM | 12.79% | $70M | 365.8K | Q1 2026OLDER |
| Boulder Wealth Advisors, LLC$251M AUM | 11.52% | $29M | 150.7K | Q1 2026OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 11.25% | $113M | 513.6K | Q2 2026 |
| Financial Advisors, LLC$564M AUM | 11.17% | $63M | 324.2K | Q3 2025OLDER |
| Richard Bernstein Advisors LLC$3.4B AUM | 10.27% | $354M | 1.85M | Q1 2026OLDER |
| Client First Capital LLC$231M AUM | 10.26% | $24M | 123.3K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 9.86% | $569M | 2.97M | Q1 2026OLDER |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 9.72% | $10M | 49.9K | Q1 2026OLDER |
| Wealth Group Ltd$439M AUM | 9.16% | $40M | 209.6K | Q1 2026OLDER |
| Unison Advisors LLC$1.3B AUM | 8.78% | $116M | 603.2K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 8.71% | $44M | 227.7K | Q1 2026OLDER |
| Wharton Business Group, LLC$2.6B AUM | 8.71% | $231M | 1.20M | Q1 2026OLDER |
| MB Generational Wealth, LLC$181M AUM | 8.65% | $16M | 81.6K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 7.92% | $189M | 985.9K | Q1 2026OLDER |
| Cardinal Strategic Wealth Guidance$379M AUM | 7.88% | $30M | 155.8K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 7.75% | $111M | 577.6K | Q1 2026OLDER |
| Emissary Wealth LLC$107M AUM | 7.27% | $8M | 40.4K | Q1 2026OLDER |
| PALO ALTO WEALTH ADVISORS, LLC$343M AUM | 7.20% | $25M | 125.7K | Q3 2025OLDER |
| Forthright Family Wealth Advisory LLC$177M AUM | 6.90% | $12M | 55.6K | Q2 2026 |
| Legacy Advisory Services, LLC$131M AUM | 6.55% | $9M | 44.7K | Q1 2026OLDER |
| MOTIVE WEALTH ADVISORS$213M AUM | 6.44% | $14M | 71.6K | Q1 2026OLDER |
| PMG Wealth Management, Inc.$139M AUM | 6.36% | $9M | 46.0K | Q1 2026OLDER |
| 360 Financial, Inc.$332M AUM | 6.35% | $21M | 109.8K | Q1 2026OLDER |
| Guided Capital Wealth Management, LLC$152M AUM | 6.25% | $9M | 49.4K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 6.23% | $13M | 75.7K | Q1 2026OLDER |
| Strategies Wealth Advisors, LLC$995M AUM | 6.03% | $60M | 312.8K | Q1 2026OLDER |
| Three Magnolias Financial Advisors, LLC$157M AUM | 5.97% | $9M | 48.9K | Q1 2026OLDER |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 5.93% | $17M | 91.2K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 5.91% | $517M | 2.69M | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 5.86% | $339M | 1.77M | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 5.76% | $18M | 82.7K | Q2 2026 |
| Armbruster Capital Management, Inc.$671M AUM | 5.62% | $38M | 171.9K | Q2 2026 |
| MA Private Wealth$591M AUM | 5.50% | $33M | 169.6K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 5.35% | $14M | 70.8K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 5.31% | $11M | 59.2K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 5.21% | $15M | 77.8K | Q1 2026OLDER |
| Elevated Financial Group LLC$308M AUM | 5.18% | $16M | 83.1K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 5.13% | $34M | 175.3K | Q1 2026OLDER |
| Hobbs Wealth Management, LLC$101M AUM | 4.88% | $5M | 25.7K | Q1 2026OLDER |
| ADE, LLC$209M AUM | 4.67% | $9M | 47.5K | Q3 2025OLDER |
| Certus Wealth Management, LLC$167M AUM | 4.61% | $8M | 39.6K | Q3 2025OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 4.59% | $5M | 25.0K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 4.49% | $19M | 98.1K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 4.47% | $168M | 765.9K | Q2 2026 |
| 5T Wealth, LLC$253M AUM | 4.45% | $11M | 58.7K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 4.44% | $28M | 144.5K | Q3 2025OLDER |
| Paller Financial Services Inc$134M AUM | 4.43% | $6M | 27.0K | Q2 2026 |
| Bedminster, LLC$107M AUM | 4.42% | $5M | 24.8K | Q1 2026OLDER |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 4.37% | $7M | 34.8K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 4.35% | $10M | 52.6K | Q1 2026OLDER |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 4.35% | $32M | 168.3K | Q1 2026OLDER |
| BEACON ADVISORS HOLDINGS, LLC$187M AUM | 4.27% | $8M | 41.6K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 4.19% | $10M | 49.8K | Q1 2026OLDER |
| Ehrenkranz Partners L.P.$126M AUM | 4.17% | $5M | 27.5K | Q1 2026OLDER |
| MRA Advisory Group$276M AUM | 4.17% | $11M | 52.4K | Q2 2026 |
| Shum Financial Group, Inc.$141M AUM | 4.15% | $6M | 30.6K | Q1 2026OLDER |
| Peak Wealth Management LLC$122M AUM | 4.13% | $5M | 26.2K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 4.08% | $35M | 157.3K | Q2 2026 |
| Geneva Partners, LLC$208M AUM | 4.08% | $8M | 44.2K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 4.03% | $87M | 455.8K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 3.98% | $6M | 28.1K | Q1 2026OLDER |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 3.95% | $5M | 24.9K | Q1 2026OLDER |
| Hudson Oak Wealth Advisory LLC$115M AUM | 3.92% | $5M | 23.5K | Q1 2026OLDER |
| Hoese & Co LLP$135M AUM | 3.91% | $5M | 27.5K | Q1 2026OLDER |
| Avant Capital LLC$142M AUM | 3.91% | $6M | 29.0K | Q1 2026OLDER |
| Sage Advisory Services, Ltd.Co.$183M AUM | 3.89% | $7M | 38.1K | Q3 2025OLDER |
| CORE WEALTH ADVISORS, LLC$130M AUM | 3.88% | $5M | 26.3K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 3.86% | $10M | 49.6K | Q1 2026OLDER |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 3.85% | $4M | 21.4K | Q1 2026OLDER |
| Town Capital LLC$124M AUM | 3.82% | $5M | 24.6K | Q2 2026 |
| True Link Financial Advisors, LLC$1.6B AUM | 3.80% | $61M | 320.6K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 3.79% | $24M | 124.8K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 3.76% | $16M | 85.8K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 3.71% | $54M | 283.1K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 3.63% | $89M | 466.0K | Q2 2026 |
| MCMORGAN & CO LLC$618M AUM | 3.62% | $22M | 116.8K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 3.57% | $30M | 155.3K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 3.52% | $11M | 57.3K | Q1 2026OLDER |
| Stillwater Wealth Management Group$162M AUM | 3.51% | $6M | 29.6K | Q1 2026OLDER |
| ONE Advisory Partners, LLC$324M AUM | 3.49% | $11M | 59.0K | Q1 2026OLDER |
| Custos Family Office, LLC$147M AUM | 3.45% | $5M | 25.5K | Q4 2025OLDER |
| Sherman Wealth Management LLC$133M AUM | 3.42% | $5M | 20.7K | Q2 2026 |
| Stanich Group LLC$131M AUM | 3.42% | $4M | 23.4K | Q1 2026OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 3.41% | $77M | 402.2K | Q1 2026OLDER |
| Davis Wealth Advisors, LLC$120M AUM | 3.41% | $4M | 21.4K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 3.39% | $10M | 54.7K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 3.39% | $38M | 196.4K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 3.39% | $16M | 74.7K | Q2 2026 |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 3.38% | $8M | 38.7K | Q3 2025OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 3.35% | $27M | 140.0K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 3.29% | $11M | 58.5K | Q1 2026OLDER |
| Sculati Wealth Management, LLC$271M AUM | 3.29% | $9M | 46.5K | Q1 2026OLDER |
| Green Ridge Wealth Planning LLC$238M AUM | 3.28% | $8M | 35.5K | Q2 2026 |
| Horst & Graben Wealth Management LLC$729M AUM | 3.26% | $24M | 114.6K | Q1 2026OLDER |
| Highview Capital Management LLC/DE/$275M AUM | 3.25% | $9M | 46.6K | Q1 2026OLDER |
| Stonehearth Capital Management, LLC$293M AUM | 3.25% | $10M | 43.4K | Q2 2026 |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 3.19% | $6M | 29.2K | Q1 2026OLDER |
| Sound Financial Strategies Group, LLC$147M AUM | 3.15% | $5M | 24.0K | Q1 2026OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 3.13% | $21M | 108.0K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 3.13% | $5M | 26.1K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 3.12% | $341M | 1.78M | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 3.08% | $7M | 36.5K | Q4 2025OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 3.08% | $179M | 930.7K | Q1 2026OLDER |
| TME FINANCIAL, INC.$144M AUM | 3.06% | $4M | 23.0K | Q1 2026OLDER |
| Strategic Point Investment Advisors, LLC$767M AUM | 3.03% | $23M | 105.8K | Q2 2026 |
| GSG Advisors LLC$385M AUM | 3.01% | $12M | 60.5K | Q1 2026OLDER |
| Sheridan Capital Management, LLC$190M AUM | 2.99% | $6M | 29.6K | Q1 2026OLDER |
| Meridian Wealth Partners, LLC$729M AUM | 2.99% | $22M | 113.4K | Q1 2026OLDER |
| Royal Harbor Partners, LLC$295M AUM | 2.96% | $9M | 45.2K | Q4 2025OLDER |
| Stone House Investment Management, LLC$558M AUM | 2.96% | $17M | 86.1K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 2.95% | $15M | 73.4K | Q4 2025OLDER |
| FINANCIAL LIFE ADVISORS$321M AUM | 2.95% | $9M | 49.4K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 2.88% | $71M | 371.1K | Q1 2026OLDER |
| Gambit Capital Management, LLC$145M AUM | 2.87% | $4M | 21.8K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 2.86% | $3M | 15.0K | Q1 2026OLDER |
| Crown Wealth Group, LLC$340M AUM | 2.86% | $10M | 50.8K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 2.86% | $5M | 26.0K | Q1 2026OLDER |
| ELEMENT POINTE ADVISORS, LLC$530M AUM | 2.84% | $15M | 78.4K | Q1 2026OLDER |
| Tacita Capital Inc$169M AUM | 2.83% | $5M | 24.9K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 2.82% | $20M | 105.7K | Q1 2026OLDER |
| TRB Wealth Management, LLC$704M AUM | 2.82% | $20M | 103.5K | Q1 2026OLDER |
| Daviman Financial, LLC$169M AUM | 2.80% | $5M | 24.7K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 2.79% | $45M | 236.3K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 2.79% | $36M | 183.7K | Q3 2025OLDER |
| Stonebrook Private Inc.$470M AUM | 2.78% | $13M | 68.2K | Q1 2026OLDER |
| Yoder Wealth Management, Inc.$219M AUM | 2.78% | $6M | 32.0K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 2.78% | $25M | 130.3K | Q1 2026OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 2.76% | $5M | 25.3K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 2.75% | $6M | 33.7K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 2.73% | $3M | 17.4K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 2.72% | $25M | 129.7K | Q1 2026OLDER |
| Leslie Global Wealth, LLC$190M AUM | 2.66% | $5M | 28.2K | Q1 2026OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 2.65% | $14M | 72.1K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 2.65% | $3M | 14.8K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 2.63% | $8M | 43.9K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 2.62% | $213M | 1.11M | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 2.62% | $7M | 38.0K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 2.60% | $35M | 176.2K | Q4 2025OLDER |
| Pacific Wealth Management$186M AUM | 2.60% | $5M | 26.5K | Q3 2025OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 2.59% | $31M | 159.9K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 2.59% | $10M | 53.7K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 2.57% | $8M | 44.1K | Q1 2026OLDER |
| Scissortail Wealth Management, LLC$498M AUM | 2.55% | $13M | 66.3K | Q1 2026OLDER |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 2.50% | $3M | 15.3K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 2.48% | $5M | 25.1K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 2.48% | $9M | 45.8K | Q4 2025OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 2.47% | $12M | 61.1K | Q1 2026OLDER |
| J.E. Simmons & Co., P.C.$150M AUM | 2.46% | $4M | 19.2K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 2.46% | $21M | 107.2K | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 2.46% | $3M | 16.7K | Q1 2026OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 2.45% | $6M | 33.0K | Q1 2026OLDER |
| SWMG, LLC$350M AUM | 2.44% | $9M | 44.5K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 2.43% | $16M | 81.1K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 2.43% | $5M | 24.8K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 2.41% | $3M | 18.1K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 2.40% | $5M | 25.0K | Q4 2025OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 2.40% | $6M | 30.2K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 2.39% | $22M | 115.2K | Q1 2026OLDER |
| Frisch Financial Group, Inc.$478M AUM | 2.38% | $11M | 59.4K | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 2.37% | $5M | 24.0K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 2.36% | $37M | 192.0K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 2.36% | $6M | 25.8K | Q2 2026 |
| Well Done, LLC$681M AUM | 2.32% | $16M | 82.5K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 2.32% | $24M | 127.4K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 2.31% | $3M | 14.8K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 2.31% | $10M | 51.9K | Q1 2026OLDER |
| Buttonwood Financial Group, LLC$163M AUM | 2.31% | $4M | 19.5K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 2.28% | $5M | 25.9K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 2.28% | $47M | 240.6K | Q3 2025OLDER |
| Farrell Financial LLC$167M AUM | 2.27% | $4M | 19.8K | Q1 2026OLDER |
| HMV Wealth Advisors, LLC$213M AUM | 2.27% | $5M | 25.2K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 2.26% | $51M | 265.1K | Q1 2026OLDER |
| Summa Corp.$242M AUM | 2.24% | $5M | 28.3K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 2.24% | $18M | 93.9K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 2.24% | $7M | 34.9K | Q1 2026OLDER |
| Garrett Wealth Advisory Group, LLC$562M AUM | 2.22% | $12M | 65.1K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 2.21% | $9M | 45.1K | Q1 2026OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 2.19% | $3M | 16.9K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 2.19% | $3M | 18.9K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 2.18% | $3M | 16.6K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 2.16% | $5M | 23.2K | Q3 2025OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 2.14% | $6M | 33.6K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 2.13% | $15M | 78.8K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 2.13% | $12M | 65.0K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 2.09% | $28M | 147.1K | Q1 2026OLDER |
| CLEAR WAVE WEALTH MANAGEMENT LLC$463M AUM | 2.09% | $10M | 50.3K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 2.08% | $32M | 155.3K | Q1 2026OLDER |
| Delta Wealth Advisors LLC$131M AUM | 2.07% | $3M | 14.2K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 2.06% | $17M | 77.8K | Q2 2026 |
| CORA CAPITAL ADVISORS LLC$302M AUM | 2.06% | $6M | 32.4K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 2.06% | $11M | 57.0K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 2.05% | $15M | 76.7K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 2.03% | $19M | 100.8K | Q1 2026OLDER |
| Watts Gwilliam & Co., LLC$620M AUM | 2.02% | $12M | 64.3K | Q3 2025OLDER |
| Red Tortoise LLC$240M AUM | 2.01% | $5M | 25.2K | Q1 2026OLDER |
| Cadia Private Client LLC$123M AUM | 1.98% | $2M | 12.7K | Q1 2026OLDER |
| M1 Capital Management LLC$217M AUM | 1.96% | $4M | 22.1K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 1.95% | $17M | 90.5K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 1.94% | $4M | 19.9K | Q1 2026OLDER |
| Ridgeline Wealth, LLC$171M AUM | 1.93% | $3M | 15.0K | Q2 2026 |
| Tanglewood Wealth Management, Inc.$1.2B AUM | 1.92% | $23M | 120.9K | Q1 2026OLDER |
| Intelligence Driven Advisers, LLC$574M AUM | 1.91% | $11M | 57.1K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 1.91% | $29M | 131.9K | Q2 2026 |
| Moment Partners, LLC$561M AUM | 1.90% | $11M | 55.5K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 1.87% | $548M | 2.86M | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 1.87% | $2M | 10.2K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 1.85% | $4M | 19.7K | Q2 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 1.84% | $81M | 424.2K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 1.81% | $17M | 90.6K | Q1 2026OLDER |
| Symmetry Partners, LLC$1.8B AUM | 1.81% | $32M | 165.2K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 1.80% | $11M | 57.0K | Q1 2026OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 1.79% | $2M | 11.4K | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 1.78% | $4M | 19.8K | Q1 2026OLDER |
| Chatterton & Associates Inc.$143M AUM | 1.78% | $3M | 12.7K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 1.78% | $41M | 211.4K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 1.77% | $484M | 2.52M | Q1 2026OLDER |
| ADG Wealth Management Group, LLC$145M AUM | 1.75% | $3M | 13.2K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 1.74% | $10M | 50.5K | Q1 2026OLDER |
| Integrity Wealth Partners, LLC$111M AUM | 1.74% | $2M | 10.1K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 1.74% | $2M | 10.3K | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 1.74% | $11M | 58.9K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 1.71% | $4M | 21.9K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 1.71% | $6M | 26.5K | Q2 2026 |
| Addison Capital Co$562M AUM | 1.70% | $10M | 49.9K | Q1 2026OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 1.70% | $3M | 12.1K | Q2 2026 |
| LINCOLN CAPITAL CORP$272M AUM | 1.69% | $5M | 24.0K | Q1 2026OLDER |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 1.69% | $3M | 14.6K | Q2 2026 |
| Portus Wealth Advisors, LLC$106M AUM | 1.69% | $2M | 9.3K | Q1 2026OLDER |
| Kastel Capital Advisors, LLC$158M AUM | 1.68% | $3M | 13.8K | Q2 2026 |
| Performa Ltd (US), LLC$442M AUM | 1.67% | $7M | 38.5K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 1.66% | $2M | 10.4K | Q2 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 1.65% | $144M | 742.9K | Q3 2025OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 1.65% | $6M | 33.1K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 1.64% | $17M | 83.6K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 1.64% | $2M | 11.0K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 1.62% | $153M | 797.2K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 1.62% | $27M | 139.8K | Q1 2026OLDER |
| J.M. Arbour, LLC$104M AUM | 1.60% | $2M | 8.7K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 1.58% | $4M | 22.5K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 1.58% | $2M | 10.2K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 1.57% | $5M | 26.0K | Q1 2026OLDER |
| Fluent Financial, LLC$280M AUM | 1.57% | $4M | 20.1K | Q2 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 1.57% | $27M | 143.3K | Q1 2026OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 1.55% | $6M | 32.2K | Q1 2026OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 1.55% | $7M | 36.6K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 1.54% | $14M | 71.7K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 1.53% | $26M | 137.5K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 1.50% | $8M | 39.6K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 1.50% | $88M | 454.0K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 1.49% | $2M | 13.0K | Q1 2026OLDER |
| RMR Capital Management, LLC$138M AUM | 1.48% | $2M | 10.7K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 1.46% | $20M | 102.6K | Q1 2026OLDER |
| GTS FINANCIAL, LLC$126M AUM | 1.46% | $2M | 10.8K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 1.45% | $3M | 12.9K | Q2 2026 |
| Midwestern Financial, LLC /IA$127M AUM | 1.45% | $2M | 9.6K | Q1 2026OLDER |
| SimpliFi, Inc.$238M AUM | 1.45% | $3M | 18.0K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 1.44% | $5M | 24.6K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 1.42% | $115M | 597.7K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 1.42% | $11M | 56.0K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 1.39% | $9M | 39.6K | Q2 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 1.39% | $58M | 304.1K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 1.39% | $5M | 27.3K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 1.37% | $6M | 26.1K | Q2 2026 |
| ALTERNA WEALTH MANAGEMENT, INC$174M AUM | 1.35% | $2M | 10.7K | Q2 2026 |
| Alpha Zero LLC$198M AUM | 1.34% | $3M | 13.8K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 1.33% | $27M | 142.9K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 1.33% | $5M | 24.2K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 1.32% | $2M | 12.0K | Q3 2025OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 1.31% | $15M | 80.2K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 1.30% | $4M | 24.1K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 1.30% | $133M | 691.1K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 1.29% | $4M | 18.8K | Q3 2025OLDER |
| Blue Edge Capital, LLC$753M AUM | 1.28% | $10M | 50.3K | Q2 2026 |
| Ruggiero Investments, Inc.$103M AUM | 1.28% | $1M | 6.9K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 1.27% | $1M | 7.4K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 1.26% | $5M | 26.2K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 1.26% | $18M | 88.3K | Q1 2026OLDER |
| Hansen & Associates Financial Group, Inc.$186M AUM | 1.25% | $2M | 12.0K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 1.25% | $4M | 18.7K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 1.25% | $34M | 175.9K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 1.24% | $7M | 38.1K | Q1 2026OLDER |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 1.22% | $11M | 55.3K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 1.20% | $15M | 74.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 1.20% | $151M | 785.0K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 1.20% | $4M | 18.8K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 1.19% | $7M | 34.7K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 1.19% | $12M | 62.6K | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 1.18% | $25M | 130.4K | Q1 2026OLDER |
| Etesian Wealth Advisors, Inc.$313M AUM | 1.17% | $4M | 19.1K | Q1 2026OLDER |
| PALLADIEM, LLC$105M AUM | 1.17% | $1M | 7.9K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 1.16% | $9M | 46.6K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 1.16% | $13M | 61.3K | Q2 2026 |
| BUSH INVESTMENT GROUP, LLC$179M AUM | 1.16% | $2M | 10.4K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 1.15% | $1M | 6.9K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 1.14% | $3M | 15.2K | Q1 2026OLDER |
| ASL Financial, LLC$125M AUM | 1.13% | $1M | 7.4K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 1.12% | $2M | 8.9K | Q4 2025OLDER |
| Schrum Private Wealth Management LLC$131M AUM | 1.12% | $1M | 7.6K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 1.11% | $9M | 42.3K | Q2 2026 |
| Legacy Financial Group LLC$795M AUM | 1.10% | $9M | 45.7K | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 1.10% | $2M | 10.5K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 1.10% | $7M | 35.8K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 1.09% | $2M | 11.8K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 1.08% | $767M | 4.00M | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 1.08% | $195M | 1.01M | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 1.07% | $16M | 82.2K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 1.06% | $5M | 27.0K | Q1 2026OLDER |
| MorganRosel Wealth Management, LLC$254M AUM | 1.06% | $3M | 14.1K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 1.06% | $2M | 10.2K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 1.06% | $7M | 34.9K | Q1 2026OLDER |
| Mainstream Capital Management LLC$149M AUM | 1.06% | $2M | 8.2K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 1.06% | $82M | 429.5K | Q1 2026OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 1.06% | $2M | 10.2K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 1.05% | $9M | 45.6K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 1.04% | $16M | 80.9K | Q1 2026OLDER |
| SYNTAX RESEARCH, INC.$157M AUM | 1.04% | $2M | 8.5K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 1.04% | $1M | 7.3K | Q1 2026OLDER |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 1.03% | $48M | 249.7K | Q1 2026OLDER |
| Asset Advisors Investment Management, LLC$1.0B AUM | 1.03% | $11M | 56.3K | Q1 2026OLDER |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 1.03% | $2M | 8.3K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 1.02% | $3M | 15.1K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 1.02% | $88M | 459.4K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 1.01% | $9M | 49.4K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 1.01% | $2M | 9.6K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 1.00% | $5M | 23.7K | Q1 2026OLDER |
| Foundry Financial Group, Inc.$202M AUM | 1.00% | $2M | 10.5K | Q1 2026OLDER |
| Vavra Capital Management, LLC$103M AUM | 1.00% | $1M | 5.3K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.99% | $1M | 5.9K | Q4 2025OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.98% | $2M | 12.9K | Q1 2026OLDER |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 0.97% | $2M | 11.3K | Q1 2026OLDER |
| PROVIDA PENSION FUND ADMINISTRATOR$5.8B AUM | 0.97% | $56M | 282.0K | Q1 2026OLDER |
| Capital Advantage, Inc.$765M AUM | 0.96% | $7M | 38.1K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.95% | $362M | 1.89M | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 0.95% | $1M | 7.0K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 0.95% | $3M | 14.0K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.94% | $2M | 9.6K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.94% | $40M | 206.2K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.94% | $3M | 15.1K | Q1 2026OLDER |
| Sollinda Capital Management LLC$412M AUM | 0.93% | $4M | 20.1K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.93% | $18M | 79.8K | Q2 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.93% | $40M | 207.8K | Q1 2026OLDER |
| RAINIER FAMILY WEALTH INC$149M AUM | 0.92% | $1M | 7.2K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.92% | $4M | 20.8K | Q1 2026OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 0.92% | $9M | 46.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.91% | $3.4B | 17.77M | Q1 2026OLDER |
| American Money Management, LLC$632M AUM | 0.90% | $6M | 29.7K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.90% | $3M | 12.0K | Q2 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.89% | $5M | 23.7K | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 0.89% | $48M | 249.7K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.88% | $3M | 15.8K | Q1 2026OLDER |
| Tempo Wealth, LLC$573M AUM | 0.88% | $5M | 26.4K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.87% | $1M | 6.2K | Q1 2026OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 0.87% | $4M | 20.6K | Q1 2026OLDER |
| Seneschal Advisors, LLC$135M AUM | 0.86% | $1M | 6.1K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.84% | $6M | 33.4K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.84% | $5M | 28.3K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.84% | $1M | 6.5K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.83% | $4M | 18.9K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.83% | $2M | 9.9K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.83% | $4M | 21.3K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.83% | $51M | 266.6K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.83% | $4M | 19.2K | Q1 2026OLDER |
| Arsenal Capital Advisors LLC$138M AUM | 0.82% | $1M | 5.9K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.82% | $2M | 8.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.82% | $3.1B | 16.16M | Q1 2026OLDER |
| WJ Wealth Management, LLC$214M AUM | 0.82% | $2M | 9.1K | Q1 2026OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 0.82% | $8M | 43.5K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.82% | $3M | 14.2K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.81% | $10M | 53.2K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.81% | $1M | 6.4K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.81% | $11M | 57.8K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.81% | $1M | 5.9K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.81% | $5M | 23.0K | Q4 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.80% | $7M | 38.3K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.80% | $1M | 5.5K | Q4 2025OLDER |
| Ascent Group, LLC$2.9B AUM | 0.80% | $23M | 120.0K | Q1 2026OLDER |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 0.80% | $1M | 5.5K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.79% | $20M | 106.7K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.79% | $58M | 300.8K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 0.79% | $1M | 5.8K | Q4 2025OLDER |
| Breakwater Capital Group$833M AUM | 0.79% | $7M | 29.9K | Q2 2026 |
| FWG Investments, LLC.$157M AUM | 0.79% | $1M | 6.5K | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.79% | $5M | 26.6K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.79% | $34M | 176.6K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.78% | $9M | 45.3K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.78% | $96M | 503.0K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.78% | $2M | 11.0K | Q1 2026OLDER |
| Pinion Investment Advisors, LLC$428M AUM | 0.77% | $3M | 17.2K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.76% | $1M | 6.3K | Q2 2026 |
| Ipsen Advisor Group LLC$143M AUM | 0.76% | $1M | 5.7K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.76% | $7M | 35.5K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.76% | $5M | 28.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.75% | $272M | 1.42M | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.75% | $1M | 7.5K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 0.75% | $3M | 14.8K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.75% | $6M | 31.1K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.75% | $1M | 6.7K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.75% | $7M | 34.4K | Q1 2026OLDER |
| Shore Point Advisors, LLC$253M AUM | 0.74% | $2M | 9.7K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.73% | $4M | 17.6K | Q2 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.73% | $56M | 253.9K | Q2 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.73% | $119M | 619.4K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.73% | $31M | 163.9K | Q1 2026OLDER |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 0.73% | $1M | 5.9K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.72% | $3M | 12.6K | Q2 2026 |
| Rollins Financial Advisors, LLC$632M AUM | 0.72% | $5M | 23.8K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 0.72% | $2M | 9.2K | Q2 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.72% | $96M | 501.9K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.71% | $10M | 54.7K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.70% | $13M | 69.2K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.70% | $116M | 605.6K | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 0.70% | $1M | 5.5K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.69% | $61M | 320.0K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.69% | $4M | 18.4K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$223M AUM | 0.68% | $2M | 7.0K | Q2 2026 |
| Two West Capital Advisors LLC$189M AUM | 0.68% | $1M | 6.2K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.68% | $1.2B | 6.14M | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.66% | $103M | 517.3K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.66% | $4M | 21.8K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.66% | $2M | 10.6K | Q1 2026OLDER |
| Ridgeline Wealth Planning, LLC$137M AUM | 0.66% | $900,647 | 4.7K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.65% | $2M | 12.0K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.65% | $3M | 15.7K | Q1 2026OLDER |
| LANE BROTHERS & CO INC$137M AUM | 0.64% | $876,600 | 4.6K | Q1 2026OLDER |
| EQ LLC$355M AUM | 0.64% | $2M | 11.8K | Q1 2026OLDER |
| Trace Wealth Advisors, LLC$133M AUM | 0.64% | $850,486 | 4.4K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.63% | $128M | 665.7K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.63% | $7M | 31.5K | Q2 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.63% | $116M | 604.3K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.62% | $3M | 13.1K | Q4 2025OLDER |
| Latitude Advisors, LLC$218M AUM | 0.62% | $1M | 7.0K | Q1 2026OLDER |
| Exchange Bank$161M AUM | 0.62% | $991,604 | 4.5K | Q2 2026 |
| Millington Financial Advisors, LLC$237M AUM | 0.61% | $1M | 7.0K | Q1 2026OLDER |
| Davidson Kahn Capital Management, LLC$188M AUM | 0.61% | $1M | 5.6K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.61% | $16M | 83.4K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 0.61% | $1M | 7.2K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.60% | $11M | 58.8K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.60% | $4M | 19.2K | Q3 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.59% | $11M | 55.0K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.59% | $2M | 10.0K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.59% | $6M | 29.3K | Q1 2026OLDER |
| CFM WEALTH PARTNERS LLC$667M AUM | 0.59% | $4M | 20.5K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.59% | $942,156 | 4.9K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.59% | $16M | 82.6K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.58% | $11M | 55.3K | Q1 2026OLDER |
| Pearl Planning LLC$187M AUM | 0.58% | $1M | 5.7K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.58% | $4M | 19.6K | Q1 2026OLDER |
| Midwest Heritage Bank, FSB$312M AUM | 0.58% | $2M | 9.4K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 0.57% | $1M | 5.0K | Q2 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.57% | $10M | 51.5K | Q1 2026OLDER |
| MBE Wealth Management, LLC$241M AUM | 0.57% | $1M | 7.1K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.57% | $10M | 53.0K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.57% | $2M | 9.0K | Q1 2026OLDER |
| Ardent Capital Management, Inc.$234M AUM | 0.56% | $1M | 6.9K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.56% | $2M | 10.3K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.56% | $3M | 15.8K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.56% | $6M | 32.4K | Q1 2026OLDER |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 0.55% | $1M | 5.6K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.55% | $6M | 30.9K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.54% | $8M | 39.6K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.54% | $5M | 28.1K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.54% | $37M | 195.1K | Q1 2026OLDER |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 0.54% | $15M | 77.2K | Q1 2026OLDER |
| Smart Money Group LLC$344M AUM | 0.53% | $2M | 9.6K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.53% | $12M | 60.6K | Q1 2026OLDER |
| Kellett Wealth Advisors, LLC$184M AUM | 0.53% | $980,725 | 5.1K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.53% | $1M | 5.4K | Q2 2026 |
| Catalina Capital Group, LLC$168M AUM | 0.53% | $883,390 | 4.6K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.52% | $2M | 8.4K | Q2 2026 |
| Opus Financial Solutions LLC$106M AUM | 0.52% | $553,372 | 2.9K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.52% | $2M | 12.2K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 0.52% | $2M | 12.6K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.52% | $1M | 5.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.51% | $461M | 2.40M | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.51% | $21M | 106.9K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.51% | $141M | 732.7K | Q2 2026 |
| Oath Planning, LLC$113M AUM | 0.51% | $569,355 | 3.0K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.51% | $2M | 10.5K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.50% | $28M | 146.0K | Q2 2026 |
| Level Financial Advisors$392M AUM | 0.50% | $2M | 10.3K | Q1 2026OLDER |
| Fortis Capital Management LLC$977M AUM | 0.50% | $5M | 25.6K | Q1 2026OLDER |
| Oak Barrel Wealth Advisory LLC$167M AUM | 0.50% | $838,686 | 4.2K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.50% | $103M | 536.9K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.50% | $542,026 | 2.8K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.50% | $21M | 109.4K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 0.50% | $1M | 7.2K | Q1 2026OLDER |
| BENNINGFIELD FINANCIAL ADVISORS, LLC$127M AUM | 0.49% | $626,644 | 3.3K | Q1 2026OLDER |
| Kelly Financial Services LLC$467M AUM | 0.49% | $2M | 10.4K | Q2 2026 |
| Coordinated Financial Services, Inc.$174M AUM | 0.49% | $850,591 | 4.4K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 0.49% | $4M | 20.3K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.