ISHARES INC
CUSIP 46434G103
Ishares Inc has 2,259 institutional holders in Filings Flow’s 13F database, together reporting 1666.95M shares worth $113.4B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Wells Fargo & Company/Mn.
Institutional Holders
2,259
Q1 2026
Reported Value
$113.4B
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 |
|---|---|---|---|---|
| University of Pittsburgh - Of the Commonwealth System of Higher Education$135M AUM | 100.00% | $135M | 1.93M | Q1 2026OLDER |
| Santa Clara Valley Transportation Authority$120M AUM | 36.61% | $44M | 631.1K | Q1 2026OLDER |
| Jordan Park Group LLC$1.9B AUM | 25.18% | $473M | 6.81M | Q1 2026OLDER |
| Myriad Asset Management Advisors LLC$339M AUM | 23.45% | $80M | 1.14M | Q1 2026OLDER |
| WIT, LLC$5.3B AUM | 21.37% | $1.1B | 16.23M | Q1 2026OLDER |
| Inherent Management Corp.$197M AUM | 14.73% | $29M | 415.6K | Q1 2026OLDER |
| Trustees of Dartmouth College$252M AUM | 13.93% | $35M | 502.5K | Q1 2026OLDER |
| Hackensack Meridian Health, Inc.$1.1B AUM | 13.92% | $148M | 2.12M | Q1 2026OLDER |
| Ironwood Wealth Management, LLC.$349M AUM | 12.59% | $44M | 629.3K | Q1 2026OLDER |
| Nationwide Fund Advisors$2.3B AUM | 11.61% | $265M | 3.80M | Q1 2026OLDER |
| MPS Loria Financial Planners, LLC$379M AUM | 11.59% | $44M | 630.0K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 9.87% | $622M | 8.92M | Q1 2026OLDER |
| Stairway Partners, LLC$2.1B AUM | 9.69% | $206M | 2.48M | Q2 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV$223M AUM | 9.36% | $21M | 251.5K | Q2 2026 |
| Brand Asset Management Group, Inc.$385M AUM | 9.21% | $35M | 507.8K | Q1 2026OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 9.21% | $1.2B | 17.92M | Q1 2026OLDER |
| WLTH Capital Management, LLC$156M AUM | 9.11% | $14M | 171.5K | Q2 2026 |
| Investure, LLC$2.0B AUM | 8.85% | $181M | 2.59M | Q1 2026OLDER |
| Sompo Asset Management Co., Ltd.$545M AUM | 8.55% | $47M | 668.1K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 8.17% | $12M | 148.0K | Q1 2026OLDER |
| VAUGHAN & Co SECURITIES, INC.$193M AUM | 7.73% | $15M | 213.5K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 7.62% | $158M | 2.26M | Q1 2026OLDER |
| Retirement Investment Advisors, Inc.$1.2B AUM | 7.49% | $93M | 1.38M | Q1 2026OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 7.37% | $126M | 1.80M | Q1 2026OLDER |
| Passaic Partners LLC$1.1B AUM | 7.33% | $78M | 1.12M | Q1 2026OLDER |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 7.30% | $9M | 126.4K | Q1 2026OLDER |
| Cerity Partners OCIO LLC$1.7B AUM | 7.26% | $121M | 1.73M | Q1 2026OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 7.12% | $72M | 1.04M | Q1 2026OLDER |
| EQ LLC$355M AUM | 7.12% | $25M | 362.1K | Q1 2026OLDER |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 6.96% | $12M | 175.2K | Q1 2026OLDER |
| Parkside Investments, LLC$823M AUM | 6.93% | $57M | 817.6K | Q1 2026OLDER |
| BEACON ADVISORS HOLDINGS, LLC$187M AUM | 6.91% | $13M | 185.3K | Q1 2026OLDER |
| Leverty Financial Group, LLC$452M AUM | 6.75% | $31M | 437.6K | Q1 2026OLDER |
| Japan Science & Technology Agency$4.8B AUM | 6.70% | $322M | 4.62M | Q1 2026OLDER |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 6.65% | $95M | 1.37M | Q1 2026OLDER |
| Matson Money. Inc.$3.3B AUM | 6.58% | $215M | 3.08M | Q1 2026OLDER |
| FORM Wealth Advisors, LLC$854M AUM | 6.54% | $56M | 800.5K | Q1 2026OLDER |
| Cabot-Wellington, LLC$338M AUM | 6.53% | $22M | 316.5K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 6.50% | $53M | 756.0K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 6.45% | $60M | 864.8K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 6.33% | $15M | 210.8K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 6.23% | $2.8B | 40.69M | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 6.11% | $152M | 2.17M | Q1 2026OLDER |
| CORE WEALTH ADVISORS, LLC$130M AUM | 6.00% | $8M | 111.8K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 5.97% | $142M | 2.04M | Q1 2026OLDER |
| St. Clair Advisors, LLC$389M AUM | 5.96% | $23M | 279.8K | Q2 2026 |
| SWMG, LLC$350M AUM | 5.88% | $21M | 295.2K | Q1 2026OLDER |
| Fusion Family Wealth, LLC$1.3B AUM | 5.82% | $78M | 1.12M | Q1 2026OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 5.79% | $23M | 332.8K | Q1 2026OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 5.75% | $153M | 2.19M | Q1 2026OLDER |
| Summitas Investment Management LLC$133M AUM | 5.72% | $8M | 113.2K | Q1 2026OLDER |
| Veery Capital, LLC$372M AUM | 5.72% | $21M | 257.2K | Q2 2026 |
| Peak Wealth Management LLC$122M AUM | 5.71% | $7M | 99.7K | Q1 2026OLDER |
| Pacific Life Fund Advisors LLC$871M AUM | 5.69% | $50M | 710.7K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 5.68% | $19M | 277.5K | Q1 2026OLDER |
| Northern Lights Advisors, Inc.$148M AUM | 5.65% | $8M | 119.6K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 5.64% | $21M | 308.2K | Q4 2025OLDER |
| Stone House Investment Management, LLC$558M AUM | 5.60% | $31M | 448.4K | Q1 2026OLDER |
| Davis Wealth Advisors, LLC$120M AUM | 5.60% | $7M | 96.6K | Q1 2026OLDER |
| Broadview Financial Management, LLC$146M AUM | 5.59% | $8M | 117.3K | Q1 2026OLDER |
| MAKENA CAPITAL MANAGEMENT LLC$866M AUM | 5.57% | $48M | 692.1K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 5.53% | $27M | 406.2K | Q4 2025OLDER |
| Hirtle & Co., LLC$2.9B AUM | 5.44% | $159M | 2.28M | Q1 2026OLDER |
| North Berkeley Wealth Management, LLC$189M AUM | 5.44% | $10M | 147.5K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 5.44% | $5M | 78.5K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 5.27% | $131M | 1.87M | Q1 2026OLDER |
| Frisco Financial Planning LLC$133M AUM | 5.26% | $7M | 84.3K | Q2 2026 |
| Tepp RIA, LLC$128M AUM | 5.24% | $7M | 95.9K | Q1 2026OLDER |
| Elm Partners Management LLC$2.3B AUM | 5.23% | $121M | 1.79M | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 5.22% | $23M | 329.4K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 5.18% | $245M | 3.07M | Q2 2026 |
| First Citizens Asset Management, Inc.$178M AUM | 5.13% | $9M | 195.6K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 5.07% | $53M | 760.7K | Q1 2026OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 5.07% | $9M | 127.6K | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 5.03% | $11M | 129.4K | Q2 2026 |
| Pathway Financial Advisors LLC$857M AUM | 5.00% | $43M | 536.8K | Q2 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC$239M AUM | 4.99% | $12M | 171.3K | Q1 2026OLDER |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 4.93% | $45M | 641.6K | Q1 2026OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 4.92% | $17M | 204.6K | Q2 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 4.87% | $176M | 2.52M | Q1 2026OLDER |
| Capital Planning Advisors, LLC$692M AUM | 4.75% | $33M | 471.3K | Q1 2026OLDER |
| Neumann Capital Management, LLC$340M AUM | 4.73% | $16M | 230.2K | Q1 2026OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 4.71% | $22M | 314.2K | Q1 2026OLDER |
| eCIO, Inc.$228M AUM | 4.65% | $11M | 151.9K | Q1 2026OLDER |
| Columbia Bank$350M AUM | 4.64% | $16M | 233.1K | Q1 2026OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 4.62% | $62M | 885.7K | Q1 2026OLDER |
| Vericrest Private Wealth$111M AUM | 4.61% | $5M | 73.6K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 4.60% | $8M | 111.6K | Q1 2026OLDER |
| Alaska Wealth Advisors, LLC$833M AUM | 4.51% | $38M | 538.8K | Q1 2026OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 4.51% | $7M | 85.0K | Q2 2026 |
| True Vision MN LLC$194M AUM | 4.46% | $9M | 124.1K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 4.44% | $63M | 896.9K | Q1 2026OLDER |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 4.43% | $5M | 60.4K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 4.43% | $7M | 100.6K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 4.38% | $38M | 547.9K | Q1 2026OLDER |
| Financial Synergies Wealth Advisors, Inc.$1.0B AUM | 4.36% | $46M | 654.4K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 4.35% | $15M | 208.5K | Q1 2026OLDER |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 4.34% | $6M | 85.8K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 4.33% | $104M | 1.49M | Q1 2026OLDER |
| Life Planning Partners, Inc$131M AUM | 4.33% | $6M | 81.4K | Q1 2026OLDER |
| Elevated Financial Group LLC$308M AUM | 4.33% | $13M | 190.8K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 4.32% | $11M | 151.6K | Q1 2026OLDER |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 4.31% | $84M | 1.20M | Q1 2026OLDER |
| EWA, LLC$441M AUM | 4.29% | $19M | 271.2K | Q1 2026OLDER |
| Marion Wealth Management$451M AUM | 4.27% | $19M | 276.6K | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 4.22% | $34M | 417.0K | Q2 2026 |
| AXA S.A.$256M AUM | 4.20% | $11M | 154.4K | Q1 2026OLDER |
| Hi-Line Capital Management, LLC$318M AUM | 4.17% | $13M | 190.4K | Q1 2026OLDER |
| Elgethun Capital Management$605M AUM | 4.17% | $25M | 361.4K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 4.15% | $298M | 4.27M | Q1 2026OLDER |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 4.14% | $40M | 572.9K | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 4.13% | $7M | 100.1K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 4.12% | $161M | 2.31M | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 4.11% | $75M | 1.13M | Q3 2025OLDER |
| Apeiron RIA LLC$431M AUM | 4.11% | $18M | 254.4K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 4.08% | $18M | 227.1K | Q1 2026OLDER |
| Sage Advisory Services, Ltd.Co.$183M AUM | 4.05% | $7M | 106.1K | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 4.05% | $4M | 63.9K | Q1 2026OLDER |
| Geneva Partners, LLC$208M AUM | 4.04% | $8M | 120.7K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 3.99% | $184M | 2.64M | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 3.94% | $6M | 89.4K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 3.93% | $23M | 330.7K | Q1 2026OLDER |
| Box Hill Private Wealth LLC$125M AUM | 3.93% | $5M | 59.2K | Q2 2026 |
| ALTERNA WEALTH MANAGEMENT, INC$132M AUM | 3.92% | $5M | 74.2K | Q1 2026OLDER |
| Avid Wealth Partners LLC$212M AUM | 3.90% | $8M | 118.3K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 3.89% | $28M | 400.8K | Q1 2026OLDER |
| Custos Family Office, LLC$147M AUM | 3.87% | $6M | 84.5K | Q4 2025OLDER |
| Choate Investment Advisors$5.1B AUM | 3.85% | $197M | 2.82M | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 3.84% | $85M | 1.22M | Q1 2026OLDER |
| Shakespeare Wealth Management, LLC$422M AUM | 3.82% | $16M | 231.5K | Q1 2026OLDER |
| Adaptive Financial Consulting, LLC$261M AUM | 3.80% | $10M | 142.2K | Q1 2026OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 3.77% | $24M | 350.0K | Q1 2026OLDER |
| NorthLanding Financial Partners, LLC$124M AUM | 3.73% | $5M | 66.2K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 3.67% | $5.4B | 77.65M | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 3.67% | $42M | 600.7K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 3.64% | $83M | 1.19M | Q1 2026OLDER |
| Timmons Wealth Management, LLC$106M AUM | 3.63% | $4M | 55.0K | Q1 2026OLDER |
| Storen Legacy Partners, LLC$319M AUM | 3.63% | $12M | 165.9K | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 3.62% | $28M | 403.3K | Q1 2026OLDER |
| Towercrest Capital Management$642M AUM | 3.60% | $23M | 330.8K | Q1 2026OLDER |
| Galilei Investment Office LLP$193M AUM | 3.60% | $7M | 99.5K | Q1 2026OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 3.59% | $175M | 2.51M | Q1 2026OLDER |
| Members Trust Co$3.0B AUM | 3.58% | $108M | 1.54M | Q1 2026OLDER |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 3.57% | $6M | 87.4K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 3.57% | $19M | 278.0K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 3.57% | $38M | 538.9K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 3.56% | $50M | 607.9K | Q2 2026 |
| S. R. Schill & Associates$148M AUM | 3.55% | $5M | 75.3K | Q1 2026OLDER |
| VPR Management LLC$250M AUM | 3.53% | $9M | 126.8K | Q1 2026OLDER |
| TABR Capital Management, LLC$109M AUM | 3.51% | $4M | 54.8K | Q1 2026OLDER |
| CHAI TRUST CO LLC$1.2B AUM | 3.51% | $41M | 594.5K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 3.50% | $4M | 61.4K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 3.48% | $54M | 696.6K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 3.48% | $57M | 820.5K | Q1 2026OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 3.48% | $59M | 839.8K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 3.46% | $46M | 656.1K | Q1 2026OLDER |
| Kelly Financial Services LLC$414M AUM | 3.45% | $14M | 205.6K | Q1 2026OLDER |
| Sentinel Advisory Group, LLC$205M AUM | 3.45% | $7M | 101.5K | Q1 2026OLDER |
| Madrona Financial Services, LLC$457M AUM | 3.43% | $16M | 224.5K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 3.42% | $889M | 12.75M | Q1 2026OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 3.40% | $12M | 172.7K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 3.40% | $129M | 1.85M | Q1 2026OLDER |
| Omega Financial Group, LLC$308M AUM | 3.39% | $10M | 149.5K | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 3.39% | $8M | 100.4K | Q1 2026OLDER |
| Disciplina Capital Management LLC$944M AUM | 3.39% | $32M | 458.0K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 3.35% | $869M | 12.46M | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 3.34% | $7M | 96.7K | Q1 2026OLDER |
| Roth Financial Partners LLC$293M AUM | 3.32% | $10M | 139.7K | Q1 2026OLDER |
| Astoria Strategic Wealth, Inc.$394M AUM | 3.31% | $13M | 187.2K | Q1 2026OLDER |
| LINCOLN NATIONAL CORP$3.5B AUM | 3.31% | $114M | 1.64M | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 3.29% | $45M | 670.5K | Q4 2025OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 3.29% | $118M | 1.69M | Q1 2026OLDER |
| Causey Wealth LLC$205M AUM | 3.28% | $7M | 101.9K | Q1 2026OLDER |
| Wharton Business Group, LLC$2.6B AUM | 3.24% | $86M | 1.23M | Q1 2026OLDER |
| KFA Private Wealth Group, LLC$417M AUM | 3.23% | $13M | 192.9K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 3.23% | $43M | 623.4K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 3.22% | $32M | 392.0K | Q2 2026 |
| Tacita Capital Inc$169M AUM | 3.22% | $5M | 77.9K | Q1 2026OLDER |
| MTC Wealth Management LLC$211M AUM | 3.21% | $7M | 97.0K | Q1 2026OLDER |
| Next Capital Management LLC$330M AUM | 3.20% | $11M | 151.5K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 3.20% | $11M | 160.1K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 3.20% | $11M | 160.1K | Q1 2026OLDER |
| ROGCO, LP$300M AUM | 3.19% | $10M | 137.1K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 3.17% | $12M | 175.0K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 3.14% | $13M | 183.4K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 3.14% | $11M | 156.9K | Q1 2026OLDER |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 3.12% | $6M | 90.5K | Q1 2026OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 3.09% | $5M | 64.9K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 3.09% | $11M | 170.4K | Q1 2026OLDER |
| GRAYBILL WEALTH MANAGEMENT, LTD.$328M AUM | 3.08% | $10M | 145.1K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 3.08% | $9M | 131.7K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 3.07% | $43M | 519.7K | Q2 2026 |
| Purewater Capital LLC$104M AUM | 3.05% | $3M | 45.7K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 3.02% | $114M | 1.39M | Q2 2026 |
| Financial Council, LLC$259M AUM | 3.00% | $8M | 111.6K | Q1 2026OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 3.00% | $31M | 441.6K | Q1 2026OLDER |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 2.99% | $9M | 126.2K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 2.98% | $6M | 82.8K | Q1 2026OLDER |
| AtlasMark Financial, Inc$155M AUM | 2.98% | $5M | 68.5K | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 2.97% | $10M | 145.2K | Q1 2026OLDER |
| Wakefield Asset Management LLLP$377M AUM | 2.97% | $11M | 160.6K | Q1 2026OLDER |
| Mann Financial Group, Inc.$106M AUM | 2.94% | $3M | 44.7K | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 2.92% | $5M | 72.1K | Q1 2026OLDER |
| Astra Wealth Partners LLC$168M AUM | 2.92% | $5M | 70.1K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 2.92% | $388M | 5.56M | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 2.91% | $4M | 64.4K | Q1 2026OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 2.89% | $15M | 228.5K | Q4 2025OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 2.89% | $39M | 874.0K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 2.89% | $9M | 126.6K | Q1 2026OLDER |
| Smith & Howard Wealth Management, LLC$462M AUM | 2.88% | $13M | 191.2K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 2.87% | $6M | 83.2K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 2.86% | $38M | 572.4K | Q4 2025OLDER |
| Rock Creek Group LLC$988M AUM | 2.86% | $28M | 404.8K | Q1 2026OLDER |
| Sovereign Investment Advisors, LLC$472M AUM | 2.86% | $13M | 193.5K | Q1 2026OLDER |
| Beirne Wealth Consulting Services, LLC$354M AUM | 2.86% | $10M | 144.8K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 2.84% | $9M | 126.2K | Q1 2026OLDER |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 2.83% | $31M | 537.9K | Q4 2025OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 2.82% | $5M | 61.8K | Q2 2026 |
| Lansing Street Advisors$397M AUM | 2.82% | $11M | 160.6K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 2.81% | $13M | 169.3K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 2.81% | $4M | 52.0K | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 2.80% | $7M | 97.7K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 2.79% | $4M | 63.9K | Q1 2026OLDER |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP$2.9B AUM | 2.78% | $80M | 1.14M | Q1 2026OLDER |
| Chicago Wealth Management, Inc.$251M AUM | 2.77% | $7M | 99.3K | Q1 2026OLDER |
| Bryant Woods Investment Advisors, LLC$272M AUM | 2.76% | $8M | 107.7K | Q1 2026OLDER |
| Invera Wealth Advisors, LLC$156M AUM | 2.76% | $4M | 61.6K | Q1 2026OLDER |
| Regent Peak Wealth Advisors LLC$490M AUM | 2.75% | $14M | 193.6K | Q1 2026OLDER |
| Twele Capital Management, Inc.$561M AUM | 2.75% | $15M | 221.1K | Q1 2026OLDER |
| Meridian Wealth Partners, LLC$729M AUM | 2.75% | $20M | 286.9K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 2.73% | $70M | 1.00M | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 2.73% | $4M | 61.6K | Q1 2026OLDER |
| RF&L WEALTH MANAGEMENT, LLC$134M AUM | 2.72% | $4M | 52.1K | Q1 2026OLDER |
| M1 Capital Management LLC$217M AUM | 2.69% | $6M | 83.8K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 2.69% | $27M | 405.0K | Q1 2026OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 2.69% | $30M | 429.2K | Q1 2026OLDER |
| Aureum Wealth Management, LLC$144M AUM | 2.69% | $4M | 55.4K | Q1 2026OLDER |
| AMARA FINANCIAL, LLC.$145M AUM | 2.67% | $4M | 55.6K | Q1 2026OLDER |
| Stonehearth Capital Management, LLC$293M AUM | 2.67% | $8M | 94.5K | Q2 2026 |
| J. R. Prunier Capital Management LLC$235M AUM | 2.65% | $6M | 89.4K | Q2 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 2.65% | $6M | 81.1K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 2.64% | $28M | 335.6K | Q2 2026 |
| Mechanics Financial Corp$239M AUM | 2.62% | $6M | 89.8K | Q1 2026OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 2.62% | $13M | 183.3K | Q1 2026OLDER |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 2.62% | $12M | 178.9K | Q1 2026OLDER |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM | 2.61% | $479M | 6.87M | Q1 2026OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 2.61% | $7M | 88.8K | Q2 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 2.60% | $71M | 1.02M | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 2.59% | $10M | 140.9K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 2.58% | $10M | 147.1K | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 2.58% | $20M | 282.7K | Q1 2026OLDER |
| Alliance Private Wealth, LLC$288M AUM | 2.56% | $7M | 89.0K | Q2 2026 |
| Destination Wealth Management$3.9B AUM | 2.55% | $98M | 1.41M | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 2.55% | $5M | 75.4K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 2.54% | $37M | 527.8K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 2.54% | $45M | 642.2K | Q1 2026OLDER |
| J.M. Arbour, LLC$104M AUM | 2.54% | $3M | 38.0K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 2.52% | $8M | 111.5K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 2.50% | $2.1B | 29.53M | Q1 2026OLDER |
| FSA Investment Group, LLC$248M AUM | 2.50% | $6M | 88.9K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 2.49% | $6M | 83.5K | Q1 2026OLDER |
| Frontier Asset Management, LLC$477M AUM | 2.49% | $12M | 170.4K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 2.48% | $21M | 248.5K | Q2 2026 |
| BANK OF STOCKTON$323M AUM | 2.47% | $8M | 114.4K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 2.46% | $26M | 367.0K | Q1 2026OLDER |
| Alliance Wealth Management Group$457M AUM | 2.46% | $11M | 160.8K | Q1 2026OLDER |
| Foundry Financial Group, Inc.$202M AUM | 2.45% | $5M | 70.9K | Q1 2026OLDER |
| Vilga Financial Planning LLC$132M AUM | 2.40% | $3M | 38.2K | Q2 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 2.39% | $7M | 98.6K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 2.39% | $138M | 1.98M | Q1 2026OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 2.39% | $282M | 4.05M | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 2.39% | $4M | 51.8K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 2.38% | $43M | 618.1K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 2.38% | $5M | 77.9K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 2.36% | $6M | 83.0K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 2.33% | $46M | 664.8K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 2.33% | $19M | 266.9K | Q1 2026OLDER |
| Richard P Slaughter Associates Inc$463M AUM | 2.32% | $11M | 154.1K | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 2.32% | $8M | 111.4K | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 2.30% | $26M | 377.2K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 2.29% | $48M | 724.6K | Q3 2025OLDER |
| RKL Wealth Management LLC$1.1B AUM | 2.29% | $25M | 365.4K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 2.28% | $412M | 5.90M | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 2.28% | $30M | 362.3K | Q2 2026 |
| VERUS WEALTH MANAGEMENT, LLC$108M AUM | 2.27% | $2M | 35.1K | Q1 2026OLDER |
| FIRST HAWAIIAN BANK$715M AUM | 2.27% | $16M | 233.2K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 2.25% | $10M | 144.6K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 2.24% | $20M | 288.4K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 2.24% | $3M | 38.3K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 2.22% | $11M | 151.6K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 2.22% | $648M | 9.29M | Q1 2026OLDER |
| Good Steward Wealth Advisors,LLC$156M AUM | 2.21% | $3M | 49.2K | Q1 2026OLDER |
| MATTERS CAPITAL LLC$113M AUM | 2.20% | $2M | 35.6K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 2.20% | $18M | 251.4K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 2.20% | $5M | 74.1K | Q3 2025OLDER |
| Single Point Partners, LLC$503M AUM | 2.20% | $11M | 158.2K | Q1 2026OLDER |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 2.17% | $18M | 263.8K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 2.17% | $54M | 772.6K | Q1 2026OLDER |
| Curry Webb Wealth Management LLC$202M AUM | 2.16% | $4M | 64.8K | Q2 2026 |
| DT Investment Partners, LLC$1.2B AUM | 2.15% | $26M | 370.4K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 2.14% | $66M | 896.1K | Q1 2026OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 2.14% | $9M | 103.3K | Q2 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 2.14% | $15M | 211.4K | Q1 2026OLDER |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 2.14% | $5M | 65.0K | Q1 2026OLDER |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 2.13% | $16M | 231.1K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 2.13% | $75M | 1.07M | Q1 2026OLDER |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 2.12% | $4M | 52.2K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 2.11% | $27M | 410.4K | Q3 2025OLDER |
| CoreFirst Bank & Trust$189M AUM | 2.07% | $4M | 56.0K | Q2 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 2.07% | $37M | 531.5K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 2.06% | $39M | 556.5K | Q1 2026OLDER |
| Marble Wealth, LLC$571M AUM | 2.06% | $12M | 168.4K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 2.04% | $9M | 123.4K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 2.04% | $4M | 53.2K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 2.03% | $11M | 132.2K | Q2 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 2.02% | $20M | 293.4K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 2.01% | $312,428 | 6.6K | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 2.01% | $13M | 182.0K | Q1 2026OLDER |
| Vista Cima Wealth Management LLC$101M AUM | 2.01% | $2M | 29.2K | Q1 2026OLDER |
| DE BURLO GROUP INC$441M AUM | 1.99% | $9M | 126.0K | Q1 2026OLDER |
| Oxford Wealth Group, LLC$183M AUM | 1.99% | $4M | 52.1K | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 1.98% | $5M | 71.2K | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 1.97% | $6M | 83.8K | Q1 2026OLDER |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 1.95% | $3M | 46.3K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 1.93% | $8M | 110.3K | Q1 2026OLDER |
| Chatterton & Associates Inc.$143M AUM | 1.92% | $2M | 33.4K | Q4 2025OLDER |
| BSW Wealth Partners$819M AUM | 1.91% | $16M | 224.4K | Q1 2026OLDER |
| HCR Wealth Advisors$964M AUM | 1.91% | $18M | 263.9K | Q1 2026OLDER |
| LMCG INVESTMENTS, LLC$1.7B AUM | 1.90% | $32M | 458.8K | Q1 2026OLDER |
| DRAVO BAY LLC$246M AUM | 1.90% | $5M | 67.1K | Q1 2026OLDER |
| Tarbox Family Office, Inc.$616M AUM | 1.90% | $12M | 167.8K | Q1 2026OLDER |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 1.90% | $4M | 55.9K | Q1 2026OLDER |
| Hudson Oak Wealth Advisory LLC$115M AUM | 1.90% | $2M | 31.3K | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 1.89% | $111M | 1.59M | Q1 2026OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 1.88% | $4M | 53.2K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 1.88% | $206M | 2.95M | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 1.88% | $18M | 253.4K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$149M AUM | 1.88% | $3M | 54.3K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 1.88% | $5M | 68.5K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 1.88% | $164M | 2.35M | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 1.87% | $5M | 65.1K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 1.87% | $2M | 33.6K | Q1 2026OLDER |
| MKD WEALTH COACHES, LLC$102M AUM | 1.87% | $2M | 27.2K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 1.87% | $17M | 244.8K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 1.87% | $21M | 296.5K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 1.86% | $14M | 199.0K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 1.84% | $23M | 333.5K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 1.83% | $43M | 612.1K | Q1 2026OLDER |
| Pinion Investment Advisors, LLC$428M AUM | 1.81% | $8M | 110.9K | Q1 2026OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 1.79% | $7M | 102.1K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 1.78% | $15M | 220.2K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 1.78% | $7M | 95.5K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 1.77% | $21M | 306.5K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 1.76% | $529M | 7.58M | Q1 2026OLDER |
| Forbes Financial Planning, Inc.$173M AUM | 1.76% | $3M | 43.7K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 1.73% | $6M | 87.4K | Q1 2026OLDER |
| Ascent Capital Management, LLC$125M AUM | 1.71% | $2M | 32.5K | Q3 2025OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 1.71% | $10M | 122.5K | Q2 2026 |
| Renasant Bank$141M AUM | 1.71% | $2M | 34.6K | Q1 2026OLDER |
| Walker Financial Services, Inc.$292M AUM | 1.70% | $5M | 71.4K | Q1 2026OLDER |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 1.70% | $6M | 80.7K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 1.70% | $15M | 215.3K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 1.69% | $5M | 70.7K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 1.68% | $30M | 424.2K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 1.68% | $16M | 233.1K | Q1 2026OLDER |
| River Wealth Advisors LLC$871M AUM | 1.68% | $15M | 209.2K | Q1 2026OLDER |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 1.67% | $8M | 120.6K | Q1 2026OLDER |
| RPTC Inc.$571M AUM | 1.67% | $10M | 136.6K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 1.67% | $8M | 113.5K | Q1 2026OLDER |
| MOTIVE WEALTH ADVISORS$213M AUM | 1.66% | $4M | 50.8K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 1.66% | $81M | 1.15M | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 1.66% | $4M | 60.2K | Q1 2026OLDER |
| SACHEM HILL LLC$516M AUM | 1.65% | $9M | 122.4K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 1.64% | $44M | 533.0K | Q2 2026 |
| Marks Group Wealth Management, Inc$1.0B AUM | 1.63% | $17M | 243.0K | Q1 2026OLDER |
| Trevian Wealth Management LLC$203M AUM | 1.63% | $3M | 47.5K | Q1 2026OLDER |
| Martel Wealth Advisors LLC$587M AUM | 1.63% | $10M | 137.0K | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 1.63% | $4M | 61.9K | Q1 2026OLDER |
| Jordan Park Trust Co LLC$131M AUM | 1.62% | $2M | 30.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 1.62% | $6.1B | 86.78M | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 1.62% | $34M | 484.1K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 1.61% | $5M | 77.1K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 1.61% | $116M | 1.66M | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 1.60% | $315M | 4.51M | Q1 2026OLDER |
| Inman Jager Wealth Management, LLC$171M AUM | 1.60% | $3M | 39.3K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 1.60% | $14M | 206.6K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 1.60% | $10M | 146.3K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 1.59% | $2M | 32.9K | Q4 2025OLDER |
| Columbus Macro, LLC$936M AUM | 1.59% | $15M | 212.8K | Q1 2026OLDER |
| 4Thought Financial Group Inc.$202M AUM | 1.58% | $3M | 45.9K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 1.58% | $19M | 271.2K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 1.58% | $181M | 2.60M | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 1.58% | $7M | 79.6K | Q2 2026 |
| BLB&B Advisors, LLC$2.4B AUM | 1.57% | $38M | 546.1K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 1.57% | $5M | 71.6K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 1.56% | $31M | 449.4K | Q1 2026OLDER |
| Sherman Wealth Management LLC$133M AUM | 1.55% | $2M | 24.9K | Q2 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 1.55% | $252M | 3.61M | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 1.54% | $6M | 86.8K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 1.54% | $5M | 66.5K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 1.53% | $74M | 1.06M | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 1.52% | $2M | 30.7K | Q4 2025OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 1.52% | $3M | 49.1K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 1.52% | $3M | 43.7K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 1.51% | $97M | 1.39M | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 1.51% | $13M | 154.4K | Q2 2026 |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 1.50% | $2M | 35.6K | Q1 2026OLDER |
| Emerald Advisors, LLC$808M AUM | 1.50% | $12M | 173.8K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 1.49% | $6M | 88.6K | Q1 2026OLDER |
| Baron Financial Group, LLC$210M AUM | 1.49% | $3M | 37.7K | Q2 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 1.48% | $2M | 34.0K | Q1 2026OLDER |
| Joel Adams & Associates, Inc.$135M AUM | 1.48% | $2M | 28.6K | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 1.48% | $501M | 7.18M | Q1 2026OLDER |
| Financial Advisors Network, Inc.$724M AUM | 1.48% | $11M | 153.4K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 1.46% | $5M | 78.6K | Q1 2026OLDER |
| CONTINENTAL ADVISORS LLC$196M AUM | 1.45% | $3M | 40.8K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 1.45% | $13M | 185.6K | Q1 2026OLDER |
| Clear Retirement Advice LLC$127M AUM | 1.44% | $2M | 26.4K | Q1 2026OLDER |
| BUSH INVESTMENT GROUP, LLC$179M AUM | 1.44% | $3M | 38.2K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 1.44% | $3M | 45.4K | Q3 2025OLDER |
| Morling Financial Advisors, LLC$325M AUM | 1.43% | $5M | 66.8K | Q1 2026OLDER |
| Payne Capital LLC$109M AUM | 1.43% | $2M | 22.3K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 1.42% | $8M | 120.6K | Q1 2026OLDER |
| Liquid Strategies, LLC$465M AUM | 1.42% | $7M | 94.9K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 1.42% | $115M | 1.64M | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 1.41% | $31M | 441.2K | Q1 2026OLDER |
| Spartan Planning & Wealth Management$135M AUM | 1.41% | $2M | 27.3K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 1.39% | $2M | 22.4K | Q1 2026OLDER |
| K2 Financial Inc.$138M AUM | 1.38% | $2M | 24.4K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 1.37% | $5M | 68.2K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 1.37% | $20M | 286.2K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 1.37% | $4M | 79.7K | Q1 2026OLDER |
| Beacon Bank & Trust$518M AUM | 1.36% | $7M | 85.2K | Q2 2026 |
| SYNTAX RESEARCH, INC.$157M AUM | 1.35% | $2M | 30.5K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 1.35% | $5M | 71.5K | Q1 2026OLDER |
| Stone Summit Wealth LLC$359M AUM | 1.34% | $5M | 69.0K | Q1 2026OLDER |
| Nova R Wealth, Inc.$313M AUM | 1.34% | $4M | 60.1K | Q1 2026OLDER |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 1.33% | $2M | 31.9K | Q1 2026OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 1.33% | $2M | 31.0K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 1.33% | $4M | 51.9K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 1.32% | $648M | 9.30M | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 1.32% | $12M | 168.5K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 1.32% | $259M | 3.72M | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 1.31% | $13M | 155.4K | Q2 2026 |
| Cordant, Inc.$246M AUM | 1.31% | $3M | 46.2K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 1.30% | $4M | 63.6K | Q1 2026OLDER |
| Left Brain Wealth Management, LLC$255M AUM | 1.30% | $3M | 47.4K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 1.28% | $12M | 168.2K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 1.28% | $2M | 27.5K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 1.28% | $13M | 179.5K | Q1 2026OLDER |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 1.28% | $9M | 130.3K | Q1 2026OLDER |
| Oak Root LLC$820M AUM | 1.27% | $10M | 149.9K | Q1 2026OLDER |
| Maple Capital Management, Inc.$1.5B AUM | 1.27% | $19M | 272.7K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 1.27% | $4M | 52.1K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 1.26% | $10M | 142.4K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 1.26% | $4M | 51.4K | Q1 2026OLDER |
| GRANVILLE CAPITAL, INC.$191M AUM | 1.26% | $2M | 34.6K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 1.26% | $23M | 322.8K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 1.26% | $84M | 1.21M | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 1.26% | $1M | 20.5K | Q1 2026OLDER |
| Blue Edge Capital, LLC$753M AUM | 1.25% | $9M | 135.4K | Q2 2026 |
| Belleair Asset Management, LLC$110M AUM | 1.25% | $1M | 19.7K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 1.24% | $109M | 1.57M | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 1.24% | $2M | 29.7K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 1.23% | $11M | 153.9K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 1.23% | $6M | 85.9K | Q1 2026OLDER |
| Disciplined Investments, LLC$279M AUM | 1.23% | $3M | 49.0K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 1.22% | $3M | 41.9K | Q1 2026OLDER |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 1.22% | $5M | 61.0K | Q2 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 1.22% | $699M | 10.03M | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 1.22% | $6M | 82.1K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 1.22% | $1M | 20.1K | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 1.21% | $78M | 1.12M | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 1.21% | $5M | 69.2K | Q1 2026OLDER |
| Angeles Investment Advisors, LLC$1.5B AUM | 1.21% | $18M | 257.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 1.20% | $434M | 6.22M | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 1.20% | $3M | 38.9K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 1.20% | $4M | 53.5K | Q1 2026OLDER |
| Shelter Mutual Insurance Co$450M AUM | 1.20% | $5M | 77.1K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 1.19% | $6M | 91.4K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 1.19% | $18M | 254.0K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 1.18% | $3M | 44.5K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 1.18% | $2M | 33.4K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 1.18% | $38M | 545.7K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 1.18% | $35M | 498.9K | Q1 2026OLDER |
| DARA CAPITAL US, INC.$105M AUM | 1.18% | $1M | 17.8K | Q1 2026OLDER |
| Chris Bulman Inc$228M AUM | 1.17% | $3M | 38.4K | Q1 2026OLDER |
| Crane Advisory, LLC$668M AUM | 1.17% | $8M | 102.2K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 1.17% | $2M | 32.0K | Q1 2026OLDER |
| STEPHENS GROUP ASSET MANAGEMENT, LLC$1.6B AUM | 1.17% | $18M | 262.9K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 1.16% | $2M | 28.5K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 1.16% | $3M | 39.9K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 1.15% | $22M | 314.9K | Q1 2026OLDER |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 1.15% | $32M | 456.5K | Q1 2026OLDER |
| MONEYWISE, INC.$229M AUM | 1.15% | $3M | 37.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 1.15% | $6.1B | 87.38M | Q2 2026 |
| TFB Advisors LLC$191M AUM | 1.15% | $2M | 31.5K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 1.15% | $10M | 137.9K | Q1 2026OLDER |
| BCU Wealth Advisors, LLC$268M AUM | 1.14% | $3M | 43.9K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 1.14% | $4M | 60.2K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.