ISHARES TR
CUSIP 46435G326
Ishares Tr has 696 institutional holders in Filings Flow’s 13F database, together reporting 284.43M shares worth $23.4B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Blackrock, Inc., and Creative Planning.
Institutional Holders
696
Q1 2026
Reported Value
$23.4B
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 |
|---|---|---|---|---|
| BANK OF KOREA$4.1B AUM | 28.31% | $1.2B | 14.00M | Q1 2026OLDER |
| Heritage Financial Services, LLC$1.2B AUM | 22.57% | $270M | 3.28M | Q4 2025OLDER |
| Bank of Finland$1.5B AUM | 19.05% | $294M | 3.30M | Q2 2026 |
| C V STARR & CO INC$192M AUM | 16.51% | $32M | 378.8K | Q1 2026OLDER |
| Mueller Wealth, LLC$125M AUM | 16.18% | $20M | 242.7K | Q1 2026OLDER |
| Richard Bernstein Advisors LLC$3.4B AUM | 14.98% | $516M | 6.18M | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 14.13% | $115M | 1.37M | Q1 2026OLDER |
| AAF Wealth Management, LLC$244M AUM | 14.06% | $34M | 410.1K | Q1 2026OLDER |
| Starr Indemnity & Liability Co$394M AUM | 12.87% | $51M | 606.1K | Q1 2026OLDER |
| Hi-Line Capital Management, LLC$318M AUM | 10.39% | $33M | 395.6K | Q1 2026OLDER |
| Veery Capital, LLC$372M AUM | 10.37% | $39M | 433.7K | Q2 2026 |
| Accelerate Investment Advisors LLC$150M AUM | 9.78% | $15M | 175.2K | Q1 2026OLDER |
| Financial Management, Inc.$106M AUM | 9.41% | $10M | 119.9K | Q2 2026 |
| Standpoint Asset Management, LLC$412M AUM | 9.20% | $38M | 454.1K | Q1 2026OLDER |
| ESL Trust Services, LLC$524M AUM | 9.01% | $47M | 564.8K | Q1 2026OLDER |
| AMARILLO NATIONAL BANK$566M AUM | 8.88% | $50M | 601.6K | Q1 2026OLDER |
| Kondo Wealth Advisors, Inc.$266M AUM | 8.72% | $23M | 277.3K | Q1 2026OLDER |
| Tenzing Financial LLC$146M AUM | 8.72% | $13M | 140.4K | Q2 2026 |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 8.50% | $53M | 628.5K | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 8.41% | $22M | 267.3K | Q1 2026OLDER |
| DDFG, Inc$464M AUM | 7.64% | $35M | 424.2K | Q1 2026OLDER |
| NIXON PEABODY TRUST CO$1.3B AUM | 7.24% | $91M | 1.09M | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 7.21% | $99M | 1.20M | Q4 2025OLDER |
| Clarius Group, LLC$1.8B AUM | 7.04% | $123M | 1.49M | Q4 2025OLDER |
| Sterling Manor Financial, LLC$160M AUM | 6.91% | $11M | 132.3K | Q1 2026OLDER |
| PRUDENT INVESTORS NETWORK, INC.$459M AUM | 6.75% | $31M | 370.7K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 6.58% | $258M | 3.08M | Q1 2026OLDER |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 6.53% | $13M | 158.1K | Q1 2026OLDER |
| LTS Liquid Investments LLC$107M AUM | 6.08% | $6M | 77.8K | Q1 2026OLDER |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 6.02% | $22M | 247.9K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 5.95% | $136M | 1.62M | Q1 2026OLDER |
| Peirce Capital Management, LLC$256M AUM | 5.83% | $15M | 178.5K | Q1 2026OLDER |
| Retirement Management Systems Inc.$415M AUM | 5.40% | $22M | 267.9K | Q1 2026OLDER |
| PW ADVISORS, LLC \ FL$133M AUM | 5.39% | $7M | 86.1K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 5.20% | $23M | 278.4K | Q1 2026OLDER |
| Rock Creek Group LLC$988M AUM | 5.13% | $51M | 606.2K | Q1 2026OLDER |
| Green Ridge Wealth Planning LLC$238M AUM | 5.05% | $12M | 134.9K | Q2 2026 |
| ARROW FINANCIAL CORP$994M AUM | 4.69% | $47M | 558.2K | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 4.69% | $37M | 441.0K | Q1 2026OLDER |
| Alliance Private Wealth, LLC$288M AUM | 4.69% | $13M | 151.6K | Q2 2026 |
| CogentBlue Wealth Advisors, LLC$149M AUM | 4.67% | $7M | 83.0K | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 4.59% | $16M | 187.0K | Q1 2026OLDER |
| Auto-Owners Insurance Co$4.8B AUM | 4.55% | $217M | 2.60M | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 4.46% | $116M | 1.30M | Q1 2026OLDER |
| Squire Investment Management Company, LLC$360M AUM | 4.44% | $16M | 191.2K | Q1 2026OLDER |
| Kaufman Rossin Wealth, LLC$174M AUM | 4.33% | $8M | 90.4K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 4.30% | $8M | 99.7K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 4.12% | $37M | 447.1K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 4.08% | $8M | 92.0K | Q1 2026OLDER |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 4.07% | $20M | 244.6K | Q1 2026OLDER |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 4.04% | $7M | 80.1K | Q1 2026OLDER |
| HBE Wealth Management, LLC$115M AUM | 4.01% | $5M | 55.1K | Q1 2026OLDER |
| Friday Financial$373M AUM | 4.00% | $15M | 167.3K | Q2 2026 |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 3.92% | $11M | 137.5K | Q1 2026OLDER |
| Causey Wealth LLC$205M AUM | 3.91% | $8M | 99.8K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 3.86% | $6M | 65.6K | Q2 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 3.82% | $64M | 762.7K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 3.81% | $340M | 4.06M | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 3.68% | $19M | 225.0K | Q1 2026OLDER |
| David J Yvars Group$212M AUM | 3.61% | $8M | 85.9K | Q2 2026 |
| rebel Financial LLC$231M AUM | 3.58% | $8M | 98.7K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 3.49% | $29M | 342.0K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 3.48% | $6M | 66.1K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 3.35% | $6M | 68.7K | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 3.29% | $7M | 86.3K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 3.18% | $316M | 3.78M | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 3.07% | $20M | 244.5K | Q1 2026OLDER |
| MBA Advisors LLC$260M AUM | 3.07% | $8M | 95.5K | Q1 2026OLDER |
| Nova R Wealth, Inc.$313M AUM | 3.03% | $10M | 113.7K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 3.01% | $11M | 133.9K | Q4 2025OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 2.94% | $46M | 523.3K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 2.94% | $7M | 85.7K | Q1 2026OLDER |
| Arsenal Capital Advisors LLC$138M AUM | 2.85% | $4M | 46.9K | Q1 2026OLDER |
| Financial Advisors Network, Inc.$724M AUM | 2.84% | $21M | 246.2K | Q1 2026OLDER |
| Sovereign Investment Advisors, LLC$472M AUM | 2.82% | $13M | 159.6K | Q1 2026OLDER |
| Cosner Financial Group, LLC$182M AUM | 2.81% | $5M | 61.1K | Q1 2026OLDER |
| DRAVO BAY LLC$246M AUM | 2.75% | $7M | 80.9K | Q1 2026OLDER |
| Compass Wealth Management, LLC/GA$234M AUM | 2.69% | $6M | 75.2K | Q1 2026OLDER |
| HMV Wealth Advisors, LLC$213M AUM | 2.65% | $6M | 67.6K | Q1 2026OLDER |
| Belleair Asset Management, LLC$110M AUM | 2.61% | $3M | 34.2K | Q1 2026OLDER |
| Vision Capital Management, Inc.$792M AUM | 2.54% | $20M | 241.1K | Q1 2026OLDER |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 2.50% | $10M | 116.4K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 2.48% | $7M | 79.7K | Q1 2026OLDER |
| Inman Jager Wealth Management, LLC$171M AUM | 2.43% | $4M | 49.8K | Q1 2026OLDER |
| Crane Advisory, LLC$668M AUM | 2.37% | $16M | 178.6K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 2.33% | $255M | 3.05M | Q1 2026OLDER |
| Oak Root LLC$820M AUM | 2.26% | $19M | 221.5K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 2.14% | $20M | 239.2K | Q1 2026OLDER |
| Heritage Investment Group, Inc.$661M AUM | 2.00% | $13M | 158.0K | Q1 2026OLDER |
| RF&L WEALTH MANAGEMENT, LLC$134M AUM | 1.95% | $3M | 31.1K | Q1 2026OLDER |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 1.92% | $3M | 39.3K | Q1 2026OLDER |
| Red Wave Investments LLC$335M AUM | 1.91% | $6M | 76.4K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 1.90% | $25M | 301.0K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 1.87% | $70M | 789.4K | Q2 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 1.86% | $108M | 1.30M | Q4 2025OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 1.83% | $19M | 224.6K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 1.83% | $11M | 128.4K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 1.79% | $18M | 213.0K | Q1 2026OLDER |
| Nolet Wealth Management, LLC$176M AUM | 1.78% | $3M | 37.4K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 1.75% | $4M | 49.3K | Q1 2026OLDER |
| J. R. Prunier Capital Management LLC$235M AUM | 1.64% | $4M | 46.2K | Q2 2026 |
| HILLTOP WEALTH ADVISORS, LLC$167M AUM | 1.62% | $3M | 32.3K | Q1 2026OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 1.61% | $12M | 139.5K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 1.55% | $27M | 313.2K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 1.49% | $2M | 28.1K | Q1 2026OLDER |
| Unconventional Investor, LLC$211M AUM | 1.46% | $3M | 36.8K | Q1 2026OLDER |
| Peterson Wealth Advisors, LLC$752M AUM | 1.44% | $11M | 129.2K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 1.43% | $7M | 81.0K | Q1 2026OLDER |
| True North Advisors, LLC$877M AUM | 1.41% | $12M | 147.9K | Q1 2026OLDER |
| Cordant, Inc.$246M AUM | 1.40% | $3M | 41.2K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 1.39% | $122M | 1.46M | Q1 2026OLDER |
| K2 Financial Inc.$138M AUM | 1.39% | $2M | 21.7K | Q1 2026OLDER |
| HOGE FINANCIAL SERVICES, LLC$187M AUM | 1.35% | $3M | 30.1K | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 1.34% | $3M | 37.4K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 1.33% | $275M | 3.29M | Q1 2026OLDER |
| BXM Wealth LLC$130M AUM | 1.31% | $2M | 20.4K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 1.31% | $7M | 80.9K | Q1 2026OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 1.29% | $2M | 28.3K | Q1 2026OLDER |
| Lauterbach Financial Advisors, LLC$205M AUM | 1.27% | $3M | 31.2K | Q1 2026OLDER |
| Resolute Advisors LLC$242M AUM | 1.25% | $3M | 36.1K | Q1 2026OLDER |
| Mann Financial Group, Inc.$106M AUM | 1.17% | $1M | 14.8K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 1.16% | $2M | 25.3K | Q2 2026 |
| United Financial Planning Group LLC$169M AUM | 1.14% | $2M | 23.1K | Q1 2026OLDER |
| Convergence Financial, LLC$943M AUM | 1.14% | $11M | 127.7K | Q1 2026OLDER |
| Equity Wealth Partners, LLC$155M AUM | 1.13% | $2M | 20.9K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 1.12% | $22M | 259.0K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 1.10% | $3M | 30.1K | Q1 2026OLDER |
| Chokshi & Queen Wealth Advisors, Inc$187M AUM | 1.09% | $2M | 25.7K | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 1.08% | $1.6B | 19.09M | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 1.08% | $2M | 20.7K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 1.08% | $7M | 81.4K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 1.07% | $8M | 98.3K | Q1 2026OLDER |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 1.05% | $12M | 162.4K | Q4 2025OLDER |
| CLARIS ADVISORS, LLC / MO /$334M AUM | 1.05% | $4M | 41.9K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 0.99% | $2M | 25.1K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.98% | $11M | 122.9K | Q2 2026 |
| Collaborative Fund Advisors, LLC$162M AUM | 0.96% | $2M | 18.6K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.96% | $1.0B | 12.44M | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 0.94% | $2M | 28.1K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.94% | $139M | 1.67M | Q1 2026OLDER |
| Vistica Wealth Advisors, LLC$100M AUM | 0.93% | $934,041 | 11.2K | Q1 2026OLDER |
| Cerity Partners OCIO LLC$1.7B AUM | 0.92% | $15M | 182.6K | Q1 2026OLDER |
| Wealthquest Corp$1.4B AUM | 0.90% | $13M | 152.3K | Q2 2026 |
| Granite Bay Wealth Management, LLC$470M AUM | 0.85% | $4M | 47.7K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.84% | $1M | 14.0K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.83% | $41M | 489.0K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.82% | $19M | 221.5K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.80% | $1.4B | 16.56M | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 0.78% | $2M | 29.1K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.78% | $20M | 236.2K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.76% | $14M | 163.5K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.69% | $108M | 1.29M | Q2 2026 |
| Cogent Private Wealth, Inc.$139M AUM | 0.68% | $948,687 | 11.4K | Q1 2026OLDER |
| E-Wealth Partners, LLC$124M AUM | 0.67% | $829,697 | 9.9K | Q2 2026 |
| NORRIS PERNE & FRENCH LLP/MI$1.5B AUM | 0.67% | $10M | 119.1K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.66% | $1M | 13.9K | Q3 2025OLDER |
| Probity Advisors, Inc.$631M AUM | 0.65% | $4M | 48.8K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.65% | $3M | 31.1K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.64% | $456M | 5.46M | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 0.62% | $2M | 26.3K | Q2 2026 |
| VERUS WEALTH MANAGEMENT, LLC$108M AUM | 0.62% | $665,217 | 8.0K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.61% | $698,530 | 8.4K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.61% | $41M | 496.4K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.61% | $2M | 18.5K | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 0.60% | $5M | 55.4K | Q1 2026OLDER |
| Valpey Financial Services, LLC$154M AUM | 0.60% | $922,399 | 11.0K | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.59% | $1M | 17.1K | Q1 2026OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.58% | $9M | 112.6K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.57% | $1M | 14.7K | Q1 2026OLDER |
| Fiduciary Wealth Partners, LLC$153M AUM | 0.57% | $873,724 | 10.5K | Q1 2026OLDER |
| Tudor Financial Inc.$196M AUM | 0.57% | $1M | 13.3K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.57% | $30M | 358.7K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.57% | $107M | 1.28M | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.56% | $588,069 | 9.0K | Q2 2026 |
| Tanager Wealth Management LLP$1.0B AUM | 0.55% | $6M | 67.8K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.55% | $3M | 31.6K | Q1 2026OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 0.53% | $12M | 147.2K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 0.51% | $1M | 17.0K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.50% | $929,423 | 11.1K | Q1 2026OLDER |
| Bonfire Financial$133M AUM | 0.50% | $661,883 | 7.9K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.49% | $31M | 366.6K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 0.49% | $7M | 80.1K | Q1 2026OLDER |
| Tribridge Partners Financial LLC$242M AUM | 0.49% | $1M | 14.0K | Q1 2026OLDER |
| Thayer Financial, L.L.C.$110M AUM | 0.49% | $537,353 | 6.0K | Q2 2026 |
| Manuka Financial, LLC$162M AUM | 0.49% | $789,486 | 9.4K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.49% | $9M | 102.5K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.48% | $5M | 55.4K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.47% | $7M | 88.3K | Q1 2026OLDER |
| Schrum Private Wealth Management LLC$131M AUM | 0.46% | $598,538 | 7.2K | Q1 2026OLDER |
| Strid Group, LLC$807M AUM | 0.45% | $4M | 43.8K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.45% | $13M | 160.1K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.44% | $22M | 274.4K | Q3 2025OLDER |
| Gainplan LLC$254M AUM | 0.44% | $1M | 12.5K | Q2 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 0.43% | $595,018 | 7.1K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.43% | $606,944 | 7.3K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.42% | $848,633 | 9.7K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.42% | $1M | 13.2K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.41% | $8M | 92.8K | Q1 2026OLDER |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC$159M AUM | 0.41% | $646,473 | 7.3K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.40% | $726,116 | 8.7K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.40% | $2M | 19.7K | Q1 2026OLDER |
| Merited Wealth, LLC$121M AUM | 0.40% | $482,784 | 5.8K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.40% | $1M | 16.7K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.40% | $1M | 16.7K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.39% | $23M | 279.9K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.39% | $1M | 12.2K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.39% | $2M | 21.0K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.39% | $389,854 | 4.7K | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 0.39% | $550,058 | 6.6K | Q1 2026OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 0.39% | $9M | 111.4K | Q1 2026OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 0.38% | $2M | 19.0K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.38% | $9M | 111.0K | Q1 2026OLDER |
| Williams & Novak, LLC$151M AUM | 0.38% | $574,115 | 6.5K | Q2 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.38% | $10M | 119.4K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.38% | $3M | 32.5K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.37% | $914,674 | 10.9K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.36% | $690,455 | 8.3K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.35% | $9M | 107.8K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.34% | $5M | 58.9K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.34% | $20M | 236.6K | Q1 2026OLDER |
| Matisse Capital$234M AUM | 0.34% | $804,946 | 9.6K | Q1 2026OLDER |
| Lexington Hill Partners, LLC$206M AUM | 0.34% | $697,403 | 7.8K | Q2 2026 |
| WealthShield Partners, LLC$898M AUM | 0.34% | $3M | 36.0K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.33% | $1M | 17.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.33% | $295M | 3.52M | Q1 2026OLDER |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM | 0.32% | $1M | 11.6K | Q1 2026OLDER |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 0.32% | $20M | 240.7K | Q2 2026 |
| B&D White Capital Company, LLC$809M AUM | 0.32% | $3M | 30.8K | Q1 2026OLDER |
| CORRADO ADVISORS, LLC$192M AUM | 0.32% | $604,431 | 7.2K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 0.31% | $669,805 | 8.0K | Q1 2026OLDER |
| Ironwood Wealth Management, LLC.$349M AUM | 0.31% | $1M | 13.0K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.31% | $1M | 12.5K | Q1 2026OLDER |
| Capstone Wealth Management, LLC$143M AUM | 0.31% | $442,619 | 5.3K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 0.31% | $435,437 | 5.2K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.30% | $25M | 295.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.30% | $4.1B | 49.63M | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.30% | $1M | 12.2K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 0.30% | $319,099 | 3.8K | Q1 2026OLDER |
| Winter & Associates, Inc.$133M AUM | 0.29% | $390,220 | 4.4K | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.29% | $143M | 1.71M | Q1 2026OLDER |
| G2 CAPITAL MANAGEMENT, LLC / OH$411M AUM | 0.29% | $1M | 14.4K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.29% | $7M | 88.4K | Q1 2026OLDER |
| Commerce Advisors, LLC$119M AUM | 0.29% | $342,136 | 4.1K | Q1 2026OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 0.29% | $3M | 36.3K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.29% | $2M | 27.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.28% | $260M | 3.11M | Q1 2026OLDER |
| NorthLanding Financial Partners, LLC$124M AUM | 0.28% | $341,676 | 4.1K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.27% | $754,326 | 8.5K | Q1 2026OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 0.27% | $278,586 | 3.3K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.27% | $8M | 93.7K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.26% | $9M | 110.7K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 0.26% | $595,436 | 7.1K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.26% | $1M | 11.8K | Q2 2026 |
| Silver Grove Financial Group, Inc.$124M AUM | 0.26% | $321,495 | 3.8K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.25% | $1.1B | 13.14M | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 0.25% | $1M | 15.9K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.25% | $279,894 | 3.3K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 0.24% | $334,196 | 4.0K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.24% | $501,002 | 6.0K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.24% | $2M | 23.3K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.23% | $303,944 | 3.6K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.22% | $992,811 | 11.9K | Q1 2026OLDER |
| EJMK Ventures LLC$179M AUM | 0.22% | $401,554 | 4.8K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.22% | $538,393 | 6.4K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.22% | $875,740 | 10.5K | Q1 2026OLDER |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 0.22% | $1M | 13.6K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.22% | $759,484 | 9.1K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.21% | $480,982 | 5.8K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.21% | $7M | 80.6K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.21% | $3M | 40.9K | Q1 2026OLDER |
| Fairman Group, LLC$117M AUM | 0.21% | $242,853 | 2.9K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.20% | $929,800 | 11.1K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.20% | $15M | 175.0K | Q1 2026OLDER |
| LifeWealth Investments, LLC$374M AUM | 0.20% | $637,598 | 8.0K | Q4 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.20% | $11M | 132.3K | Q1 2026OLDER |
| Strategic Financial Planning, Inc.$171M AUM | 0.20% | $342,723 | 3.9K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.20% | $624,435 | 7.5K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.20% | $465M | 5.56M | Q1 2026OLDER |
| Lakeshore Capital Group, Inc.$123M AUM | 0.20% | $242,549 | 2.9K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.20% | $8M | 101.6K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.20% | $266,923 | 3.2K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.19% | $2M | 22.1K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.19% | $17M | 206.7K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.18% | $5M | 59.4K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.18% | $6M | 67.3K | Q2 2026 |
| REGIMEN WEALTH, LLC$342M AUM | 0.18% | $617,472 | 7.4K | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.18% | $924,201 | 11.1K | Q1 2026OLDER |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 0.17% | $295,361 | 3.6K | Q4 2025OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 0.17% | $300,351 | 3.6K | Q1 2026OLDER |
| LIFE LINE WEALTH MANAGEMENT LLC$224M AUM | 0.17% | $380,663 | 4.6K | Q1 2026OLDER |
| Parkwoods Wealth Partners, LLC$408M AUM | 0.17% | $689,369 | 8.2K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.17% | $486,897 | 5.8K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.17% | $197,603 | 2.2K | Q2 2026 |
| Collaborative Wealth Managment Inc.$218M AUM | 0.17% | $473,105 | 5.7K | Q4 2025OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.16% | $3M | 36.3K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.16% | $3M | 36.6K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.16% | $4M | 43.7K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 0.16% | $448,335 | 5.4K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.16% | $375,105 | 4.9K | Q2 2026 |
| Arista Wealth Management, LLC$927M AUM | 0.16% | $1M | 16.8K | Q2 2026 |
| Human Investing LLC$687M AUM | 0.16% | $1M | 13.0K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.16% | $9M | 103.5K | Q1 2026OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.15% | $712,936 | 8.5K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.15% | $362,192 | 4.3K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.15% | $2M | 22.8K | Q2 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.15% | $2M | 24.2K | Q1 2026OLDER |
| Nicholas Wealth, LLC.$145M AUM | 0.15% | $212,039 | 2.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.15% | $18M | 217.9K | Q1 2026OLDER |
| Financial Synergies Wealth Advisors, Inc.$1.2B AUM | 0.14% | $2M | 19.2K | Q2 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.14% | $6M | 74.3K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.14% | $324,837 | 3.9K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.14% | $215,443 | 2.6K | Q1 2026OLDER |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 0.14% | $221,126 | 2.6K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.14% | $8M | 90.6K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.14% | $1M | 12.9K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.14% | $2M | 29.4K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.13% | $2M | 18.2K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.13% | $16M | 187.4K | Q1 2026OLDER |
| Berman McAleer LLC$733M AUM | 0.13% | $975,429 | 11.7K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.13% | $607,671 | 6.8K | Q2 2026 |
| Bulltick Wealth Management, LLC$453M AUM | 0.13% | $595,269 | 7.1K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.13% | $1M | 13.6K | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 0.13% | $1M | 15.5K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.13% | $401,972 | 4.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.13% | $24M | 286.7K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.13% | $2M | 28.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.13% | $476M | 5.70M | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 0.13% | $127,863 | 1.5K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.12% | $3M | 32.2K | Q3 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.12% | $3M | 32.0K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.12% | $398,710 | 4.8K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.12% | $2M | 20.7K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.12% | $5M | 61.7K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.12% | $448,102 | 5.4K | Q1 2026OLDER |
| EPIQ PARTNERS, LLC$236M AUM | 0.12% | $272,816 | 3.1K | Q2 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.11% | $7M | 82.1K | Q1 2026OLDER |
| Carroll Advisory Group, LLC$258M AUM | 0.11% | $263,194 | 3.2K | Q4 2025OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.11% | $3M | 42.1K | Q4 2025OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 0.11% | $359,351 | 4.3K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.11% | $111,733 | 1.3K | Q1 2026OLDER |
| Five Oceans Advisors$311M AUM | 0.11% | $292,460 | 3.6K | Q3 2025OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.10% | $968,158 | 11.6K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.10% | $781,032 | 9.3K | Q1 2026OLDER |
| Slagle Financial, LLC$303M AUM | 0.10% | $310,207 | 3.7K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.10% | $4M | 43.6K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.10% | $57M | 679.5K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.10% | $759,484 | 9.1K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.10% | $3M | 34.4K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 0.10% | $230,570 | 2.8K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.09% | $409,326 | 4.9K | Q1 2026OLDER |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 0.09% | $2M | 21.4K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.09% | $186,075 | 2.3K | Q4 2025OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.09% | $512 | 6.4K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.09% | $78M | 937.2K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.09% | $266,230 | 3.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.09% | $14M | 167.2K | Q1 2026OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 0.09% | $269,263 | 3.2K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.09% | $421,527 | 5.0K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.09% | $518,050 | 6.2K | Q1 2026OLDER |
| James J. Burns & Company, LLC$737M AUM | 0.09% | $631,830 | 7.6K | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 0.09% | $516,438 | 6.2K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.08% | $1M | 16.4K | Q3 2025OLDER |
| SMART Wealth LLC$341M AUM | 0.08% | $284,043 | 3.4K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 0.08% | $506,612 | 6.1K | Q1 2026OLDER |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 0.08% | $339,573 | 3.8K | Q2 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.08% | $11M | 129.7K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.08% | $16M | 192.7K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 0.08% | $749,372 | 9.0K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.08% | $2M | 27.7K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 0.08% | $324,800 | 3.9K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.08% | $1M | 16.3K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.08% | $6M | 73.3K | Q1 2026OLDER |
| Triton Wealth Management, PLLC$270M AUM | 0.08% | $200,322 | 2.5K | Q3 2025OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.08% | $363,947 | 4.4K | Q1 2026OLDER |
| Strategies Wealth Advisors, LLC$995M AUM | 0.08% | $753,994 | 9.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.07% | $53M | 638.5K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.07% | $14M | 164.8K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.07% | $455,820 | 5.1K | Q2 2026 |
| Rossmore Private Capital$1.1B AUM | 0.07% | $837,204 | 10.0K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.07% | $3M | 33.0K | Q1 2026OLDER |
| LJI Wealth Management, LLC$626M AUM | 0.07% | $455,083 | 5.4K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.07% | $6M | 70.5K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.07% | $4M | 43.2K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.07% | $4M | 46.7K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.07% | $566,939 | 6.8K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.07% | $123,516 | 1.5K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.07% | $248,621 | 3.0K | Q1 2026OLDER |
| Second Line Capital, LLC$528M AUM | 0.07% | $365,143 | 4.1K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.07% | $350,994 | 4.2K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.07% | $980,000 | 11.0K | Q2 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.07% | $1M | 15.0K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.07% | $263,478 | 3.2K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.07% | $13M | 157.1K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 0.07% | $329,248 | 3.7K | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.07% | $18M | 210.3K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.07% | $2M | 25.7K | Q1 2026OLDER |
| PETERSON WEALTH MANAGEMENT$172M AUM | 0.07% | $114,240 | 1.4K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.07% | $407,820 | 4.9K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.06% | $1M | 14.0K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.06% | $2M | 28.3K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.06% | $838,625 | 10.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.06% | $3M | 35.2K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.06% | $5M | 64.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.06% | $97M | 1.17M | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.06% | $996M | 12.08M | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.06% | $4M | 49.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.06% | $55M | 657.3K | Q1 2026OLDER |
| Summit Wealth Group, LLC$436M AUM | 0.06% | $250,710 | 3.0K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.06% | $648,794 | 7.3K | Q2 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.06% | $2M | 21.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.05% | $3M | 37.1K | Q4 2025OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.05% | $2M | 23.1K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.05% | $2M | 19.7K | Q1 2026OLDER |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 0.05% | $579,976 | 6.9K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.05% | $206,501 | 2.5K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.05% | $834,972 | 10.3K | Q1 2026OLDER |
| Chicago Capital, LLC$3.7B AUM | 0.05% | $2M | 23.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.05% | $169M | 2.02M | Q1 2026OLDER |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.05% | $210,064 | 2.4K | Q2 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.05% | $325,972 | 3.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.05% | $34M | 404.7K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 0.05% | $268,110 | 3.2K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 0.05% | $301,011 | 3.6K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.05% | $842,602 | 10.1K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.05% | $12M | 138.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.05% | $3M | 36.2K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.05% | $485,291 | 5.8K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.05% | $242,353 | 2.9K | Q1 2026OLDER |
| Rockwood Wealth Management, LLC$1.4B AUM | 0.05% | $643,763 | 7.7K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.05% | $1M | 12.3K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.04% | $52,155 | 624 | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.04% | $247,868 | 3.0K | Q1 2026OLDER |
| Harfst & Associates, Inc.$560M AUM | 0.04% | $248,621 | 3.0K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.04% | $1M | 15.3K | Q1 2026OLDER |
| Aureus Asset Management, LLC$1.5B AUM | 0.04% | $660,955 | 7.9K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.04% | $781,380 | 9.3K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 0.04% | $261,073 | 3.1K | Q1 2026OLDER |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.04% | $803,943 | 9.6K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.04% | $50,391 | 603 | Q1 2026OLDER |
| Bensler, LLC$969M AUM | 0.04% | $401,672 | 4.8K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.04% | $302,356 | 3.6K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 0.04% | $207,010 | 2.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.04% | $153M | 1.84M | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.04% | $3M | 37.8K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.04% | $825,922 | 9.9K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.04% | $627,342 | 7.0K | Q2 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.04% | $230,235 | 2.8K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.04% | $736,168 | 8.8K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.04% | $490,974 | 5.9K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.04% | $930,358 | 11.1K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.04% | $312,803 | 3.7K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.04% | $571,285 | 6.8K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.04% | $2.1B | 25.07M | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.04% | $7M | 78.9K | Q1 2026OLDER |
| DAVIDSON INVESTMENT ADVISORS$2.3B AUM | 0.04% | $840,798 | 10.1K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.04% | $235,753 | 2.7K | Q1 2026OLDER |
| High Probability Advisors, LLC$781M AUM | 0.04% | $267,236 | 3.2K | Q4 2025OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.04% | $420,440 | 5.0K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.03% | $836,034 | 10.0K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.03% | $3M | 41.4K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $3M | 30.2K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.03% | $7M | 84.6K | Q1 2026OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 0.03% | $43,624 | 522 | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $281,129 | 3.4K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.03% | $42,704 | 511 | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.03% | $3M | 34.6K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.03% | $62,151 | 744 | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.03% | $2M | 29.8K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 0.03% | $273,916 | 3.3K | Q4 2025OLDER |
| MOGY JOEL R INVESTMENT COUNSEL INC$1.7B AUM | 0.03% | $530,945 | 6.0K | Q2 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.03% | $1M | 15.3K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.03% | $97,079 | 1.2K | Q4 2025OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.03% | $237,673 | 2.8K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.03% | $453,922 | 5.4K | Q2 2026 |
| Klingman & Associates, LLC$2.1B AUM | 0.03% | $564,014 | 6.7K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.03% | $392,779 | 4.7K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.03% | $236,238 | 2.8K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.03% | $524,279 | 6.2K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.03% | $490,735 | 5.9K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $18M | 217.4K | Q1 2026OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.02% | $43,206 | 517 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.02% | $375M | 4.63M | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.02% | $2M | 18.8K | Q2 2026 |
| Turim 21 Investimentos Ltda.$399M AUM | 0.02% | $94,685 | 1.1K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.02% | $657,745 | 7.9K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.02% | $256,744 | 3.1K | Q4 2025OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.02% | $296,186 | 3.6K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $152M | 1.82M | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.02% | $221,461 | 2.6K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.02% | $225,552 | 2.5K | Q2 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.02% | $1M | 14.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 24.7K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.02% | $612,904 | 7.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $5M | 54.9K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.02% | $231,907 | 2.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 26.4K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.02% | $27,996 | 335 | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 15.2K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.02% | $250,710 | 3.0K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.02% | $261,037 | 3.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.