ISHARES TR
CUSIP 46435G425
Ishares Tr has 797 institutional holders in Filings Flow’s 13F database, together reporting 78.39M shares worth $10.0B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Jpmorgan Chase & Co, and Northern Trust Corp.
Institutional Holders
797
Q1 2026
Reported Value
$10.0B
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 |
|---|---|---|---|---|
| IMPACTfolio, LLC$235M AUM | 15.71% | $37M | 261.5K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 14.43% | $3M | 28.9K | Q1 2026OLDER |
| Erickson Financial Group, LLC$160M AUM | 12.09% | $19M | 136.4K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 6.49% | $7M | 47.6K | Q1 2026OLDER |
| Laurel Wealth Planning LLC$190M AUM | 5.24% | $10M | 70.3K | Q1 2026OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 5.14% | $673M | 4.90M | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 4.88% | $10M | 68.2K | Q1 2026OLDER |
| Avise Financial Cooperative, Inc.$121M AUM | 4.52% | $5M | 38.6K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 3.64% | $12M | 84.8K | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 3.57% | $5M | 36.0K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 3.55% | $6M | 42.1K | Q1 2026OLDER |
| Ally Invest Advisors Inc.$1.5B AUM | 3.31% | $49M | 348.2K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 3.25% | $7M | 50.7K | Q1 2026OLDER |
| Midwest Financial Partners Investments, Inc.$189M AUM | 3.19% | $6M | 42.5K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 3.14% | $4M | 25.5K | Q4 2025OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 2.99% | $24M | 146.6K | Q2 2026 |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 2.96% | $4M | 26.6K | Q1 2026OLDER |
| Prudent Man Advisors, LLC$334M AUM | 2.74% | $9M | 64.8K | Q1 2026OLDER |
| Davis Wealth Advisors, LLC$120M AUM | 2.63% | $3M | 22.4K | Q1 2026OLDER |
| Gilbert Capital Group, Inc.$129M AUM | 2.46% | $3M | 22.5K | Q1 2026OLDER |
| Rock Creek Group LLC$988M AUM | 2.31% | $23M | 161.1K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 1.96% | $16M | 99.2K | Q2 2026 |
| Archer Investment Management, LLC$293M AUM | 1.86% | $5M | 33.2K | Q2 2026 |
| One Wealth Advisors, LLC$803M AUM | 1.79% | $14M | 101.4K | Q1 2026OLDER |
| Ridgeline Wealth, LLC$171M AUM | 1.74% | $3M | 18.2K | Q2 2026 |
| Forthright Family Wealth Advisory LLC$149M AUM | 1.67% | $2M | 21.7K | Q1 2026OLDER |
| Madrid Wealth Management, LLC$133M AUM | 1.64% | $2M | 15.4K | Q1 2026OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 1.62% | $2M | 17.3K | Q1 2026OLDER |
| Blue Edge Capital, LLC$753M AUM | 1.60% | $12M | 84.9K | Q2 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 1.47% | $2M | 14.9K | Q1 2026OLDER |
| Financial Advisors, LLC$564M AUM | 1.45% | $8M | 56.4K | Q3 2025OLDER |
| Clarius Group, LLC$1.8B AUM | 1.43% | $25M | 168.2K | Q4 2025OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 1.32% | $8M | 54.5K | Q1 2026OLDER |
| Summit Wealth Group, LLC$436M AUM | 1.31% | $6M | 40.3K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 1.24% | $7M | 48.0K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 1.23% | $4M | 25.0K | Q2 2026 |
| Klaas Financial Asset Advisors, LLC$724M AUM | 1.20% | $9M | 61.6K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 1.17% | $99M | 697.2K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 1.16% | $10M | 73.2K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 1.15% | $4M | 26.1K | Q1 2026OLDER |
| Ipsen Advisor Group LLC$143M AUM | 1.14% | $2M | 11.5K | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 1.13% | $2M | 17.6K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 1.13% | $8M | 56.4K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 1.12% | $2M | 18.9K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 1.12% | $11M | 78.4K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 1.11% | $2M | 11.7K | Q4 2025OLDER |
| Oak Barrel Wealth Advisory LLC$167M AUM | 1.10% | $2M | 12.3K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 1.04% | $3M | 20.5K | Q2 2026 |
| Mascoma Wealth Management LLC$484M AUM | 1.03% | $5M | 35.1K | Q1 2026OLDER |
| Pioneer Wealth Management Group$414M AUM | 1.00% | $4M | 25.2K | Q2 2026 |
| WT Wealth Management$336M AUM | 0.99% | $3M | 23.5K | Q1 2026OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 0.99% | $5M | 35.2K | Q4 2025OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.94% | $13M | 89.8K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.92% | $4M | 30.6K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.92% | $1M | 9.6K | Q1 2026OLDER |
| Mendel Capital Management LLC$199M AUM | 0.90% | $2M | 12.6K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 0.90% | $2M | 13.4K | Q1 2026OLDER |
| Kelsey Financial, LLC$114M AUM | 0.89% | $1M | 7.2K | Q1 2026OLDER |
| Wealth Architects, LLC$1.1B AUM | 0.88% | $10M | 69.8K | Q1 2026OLDER |
| J. Mark Nickell & Co.$207M AUM | 0.88% | $969,292 | 6.9K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.87% | $34M | 241.6K | Q1 2026OLDER |
| Weil Company, Inc.$445M AUM | 0.87% | $4M | 27.3K | Q1 2026OLDER |
| Jeter Robert S II$100M AUM | 0.85% | $848,663 | 5.3K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.83% | $25M | 177.0K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.82% | $374M | 2.65M | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.80% | $5M | 33.5K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.79% | $3M | 21.0K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.78% | $2M | 10.6K | Q1 2026OLDER |
| Boulder Wealth Advisors, LLC$251M AUM | 0.77% | $2M | 13.7K | Q1 2026OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 0.75% | $22M | 157.3K | Q1 2026OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 0.73% | $2M | 16.3K | Q1 2026OLDER |
| Integris Wealth Management, LLC$435M AUM | 0.73% | $3M | 22.4K | Q1 2026OLDER |
| ONE Advisory Partners, LLC$324M AUM | 0.72% | $2M | 16.5K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.71% | $185M | 1.31M | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.71% | $5M | 33.2K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.70% | $5M | 35.6K | Q1 2026OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 0.68% | $1M | 8.2K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.67% | $49M | 344.5K | Q1 2026OLDER |
| Ryan Investment Management, Inc.$221M AUM | 0.66% | $1M | 9.0K | Q2 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.65% | $31M | 222.4K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 0.64% | $792,014 | 5.6K | Q1 2026OLDER |
| CWC Advisors, LLC.$210M AUM | 0.64% | $1M | 9.4K | Q1 2026OLDER |
| KilterHowling LLC$198M AUM | 0.63% | $1M | 8.8K | Q1 2026OLDER |
| Moment Partners, LLC$561M AUM | 0.63% | $4M | 24.9K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.62% | $26M | 186.0K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 0.61% | $3M | 24.0K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.59% | $1M | 7.9K | Q1 2026OLDER |
| PLANNING ALTERNATIVES LTD /ADV$775M AUM | 0.59% | $5M | 32.6K | Q1 2026OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 0.59% | $992,871 | 7.0K | Q1 2026OLDER |
| GTS FINANCIAL, LLC$126M AUM | 0.59% | $740,542 | 6.1K | Q1 2026OLDER |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 0.59% | $912,253 | 5.8K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.58% | $1M | 8.0K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 0.56% | $1M | 9.8K | Q1 2026OLDER |
| Morling Financial Advisors, LLC$325M AUM | 0.56% | $2M | 12.8K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 0.56% | $3M | 18.7K | Q1 2026OLDER |
| MA Private Wealth$591M AUM | 0.55% | $3M | 23.1K | Q1 2026OLDER |
| APS Management Group, Inc.$117M AUM | 0.55% | $638,962 | 4.5K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 0.55% | $828,438 | 5.9K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 0.54% | $3M | 23.3K | Q1 2026OLDER |
| Sensible Financial Planning & Management, LLC.$551M AUM | 0.53% | $3M | 20.2K | Q3 2025OLDER |
| High Falls Advisors, Inc$494M AUM | 0.53% | $3M | 17.7K | Q4 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.53% | $9M | 64.6K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 0.53% | $608,690 | 4.3K | Q1 2026OLDER |
| Live Oak Investment Partners$169M AUM | 0.53% | $892,077 | 6.3K | Q1 2026OLDER |
| Orin Green Financial, LLC$244M AUM | 0.52% | $1M | 9.0K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.52% | $8M | 48.6K | Q1 2026OLDER |
| Chatterton & Associates Inc.$143M AUM | 0.50% | $713,936 | 4.8K | Q1 2026OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.48% | $11M | 80.0K | Q1 2026OLDER |
| ALPHA CAPITAL ADVISORS INC /ADV$105M AUM | 0.48% | $500,394 | 3.5K | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 0.47% | $1M | 7.0K | Q1 2026OLDER |
| Farrell Financial LLC$167M AUM | 0.47% | $783,619 | 5.5K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.46% | $3M | 20.0K | Q3 2025OLDER |
| Ameraudi Asset Management, Inc.$184M AUM | 0.46% | $851,631 | 6.0K | Q1 2026OLDER |
| Payne Capital LLC$109M AUM | 0.46% | $454,687 | 3.1K | Q4 2025OLDER |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 0.46% | $491,545 | 3.5K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.45% | $523,700 | 3.7K | Q1 2026OLDER |
| JHP Wealth Management, LLC$105M AUM | 0.45% | $469,832 | 3.3K | Q1 2026OLDER |
| Shotwell Rutter Baer Inc$170M AUM | 0.45% | $761,830 | 5.4K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.44% | $3M | 21.4K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.44% | $48M | 337.9K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.42% | $776,961 | 5.5K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.42% | $789,223 | 5.1K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.41% | $2M | 12.9K | Q1 2026OLDER |
| Brewster Financial Planning LLC$165M AUM | 0.41% | $670,756 | 4.7K | Q1 2026OLDER |
| OLIO Financial Planning$361M AUM | 0.40% | $1M | 10.3K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.40% | $984,001 | 7.0K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.40% | $2M | 17.5K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.39% | $34M | 241.5K | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.39% | $407,855 | 2.9K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.39% | $1M | 9.1K | Q1 2026OLDER |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 0.39% | $1M | 7.2K | Q1 2026OLDER |
| Sherman Asset Management, Inc.$109M AUM | 0.38% | $417,189 | 3.0K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.38% | $17M | 123.5K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.38% | $1M | 7.3K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.38% | $732,980 | 5.2K | Q1 2026OLDER |
| Certus Wealth Management, LLC$167M AUM | 0.37% | $618,946 | 4.3K | Q3 2025OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.37% | $2M | 12.7K | Q1 2026OLDER |
| CORE WEALTH ADVISORS, LLC$130M AUM | 0.37% | $476,020 | 3.4K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.37% | $3M | 19.6K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 0.36% | $887,693 | 6.3K | Q1 2026OLDER |
| ASL Financial, LLC$125M AUM | 0.35% | $443,635 | 3.1K | Q1 2026OLDER |
| Liberty Atlantic Advisors LLC$117M AUM | 0.35% | $411,532 | 2.9K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.35% | $299,893 | 2.3K | Q3 2025OLDER |
| MKT Advisors LLC$322M AUM | 0.34% | $1M | 6.6K | Q2 2026 |
| Capasso Planning Partners LLC$185M AUM | 0.34% | $625,727 | 4.4K | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 0.34% | $2M | 17.2K | Q1 2026OLDER |
| Old Peak Finance LLC$171M AUM | 0.33% | $571,337 | 4.0K | Q1 2026OLDER |
| Banco BTG Pactual S.A.$1.1B AUM | 0.33% | $2M | 13.1K | Q4 2025OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.33% | $6M | 39.9K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 0.32% | $1M | 7.8K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.32% | $677,040 | 4.7K | Q3 2025OLDER |
| TSA Wealth Managment LLC$309M AUM | 0.32% | $997,294 | 7.1K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.32% | $818,042 | 5.8K | Q1 2026OLDER |
| MOTIVE WEALTH ADVISORS$213M AUM | 0.32% | $677,260 | 4.8K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.32% | $346,582 | 2.5K | Q1 2026OLDER |
| Midwest Heritage Bank, FSB$312M AUM | 0.32% | $984,274 | 7.0K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.31% | $6M | 40.1K | Q1 2026OLDER |
| Crown Wealth Group, LLC$340M AUM | 0.31% | $1M | 7.6K | Q1 2026OLDER |
| Scott Capital Advisors, LLC$493M AUM | 0.31% | $2M | 10.5K | Q1 2026OLDER |
| MBE Wealth Management, LLC$241M AUM | 0.30% | $733,687 | 5.2K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 0.30% | $11M | 72.4K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 0.30% | $512,116 | 3.6K | Q1 2026OLDER |
| Broussard Financial Group LLC$125M AUM | 0.30% | $377,309 | 2.7K | Q1 2026OLDER |
| DWR WEALTH MANAGEMENT, LLC$134M AUM | 0.30% | $400,336 | 2.5K | Q2 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 0.30% | $1M | 9.1K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.29% | $1M | 9.8K | Q1 2026OLDER |
| North Berkeley Wealth Management, LLC$189M AUM | 0.29% | $543,760 | 3.8K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 0.29% | $328,087 | 2.4K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.28% | $571,337 | 4.0K | Q1 2026OLDER |
| Riverwater Partners LLC$300M AUM | 0.28% | $844,508 | 6.0K | Q1 2026OLDER |
| Weinberger Asset Management, Inc$267M AUM | 0.28% | $748,536 | 5.3K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.27% | $6M | 40.0K | Q1 2026OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.27% | $1M | 7.3K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.27% | $800,013 | 5.7K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.27% | $18M | 128.3K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 0.27% | $339,376 | 2.3K | Q4 2025OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.27% | $3M | 18.5K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 0.26% | $1M | 9.5K | Q1 2026OLDER |
| Strategic Point Investment Advisors, LLC$767M AUM | 0.26% | $2M | 12.4K | Q2 2026 |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.26% | $379,288 | 2.7K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.26% | $47M | 330.9K | Q1 2026OLDER |
| Vision Capital Management, Inc.$792M AUM | 0.26% | $2M | 14.4K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 0.26% | $322,155 | 2.3K | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.25% | $1M | 10.3K | Q1 2026OLDER |
| SEMITAM BONAM LLC$122M AUM | 0.25% | $310,558 | 2.2K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.25% | $9M | 64.8K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.25% | $609,662 | 4.3K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 0.25% | $704,696 | 5.0K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.25% | $395,050 | 2.8K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.24% | $2M | 13.5K | Q1 2026OLDER |
| ArborFi Advisors, LLC$122M AUM | 0.24% | $297,513 | 2.0K | Q4 2025OLDER |
| Meridian Financial Partners LLC$263M AUM | 0.24% | $633,409 | 4.4K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.23% | $1M | 10.0K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.23% | $906,361 | 6.4K | Q1 2026OLDER |
| Aureum Wealth Management, LLC$144M AUM | 0.23% | $332,337 | 2.4K | Q1 2026OLDER |
| Andrews Advisory Associates, LLC$190M AUM | 0.23% | $433,655 | 3.1K | Q1 2026OLDER |
| Veridan Wealth LLC$270M AUM | 0.23% | $613,272 | 4.3K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.22% | $13M | 90.7K | Q1 2026OLDER |
| TABLEAUX LLC$206M AUM | 0.22% | $457,494 | 3.2K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.22% | $3M | 18.0K | Q2 2026 |
| Trailhead Planners LLC$104M AUM | 0.21% | $223,444 | 1.6K | Q1 2026OLDER |
| Cadia Private Client LLC$123M AUM | 0.21% | $261,627 | 1.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.21% | $14M | 97.0K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.21% | $319,523 | 2.3K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.21% | $5M | 35.4K | Q3 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.21% | $17M | 121.0K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.21% | $2M | 14.8K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.21% | $450,281 | 3.2K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.21% | $2M | 14.7K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 0.21% | $783,324 | 4.8K | Q2 2026 |
| BlueStem Wealth Partners, LLC$900M AUM | 0.21% | $2M | 13.1K | Q1 2026OLDER |
| Valtrion Capital Management, LLC$106M AUM | 0.20% | $204,553 | 1.4K | Q4 2025OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.20% | $4M | 25.8K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.20% | $398,663 | 2.8K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.20% | $270,548 | 1.8K | Q4 2025OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.20% | $1M | 7.8K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.20% | $2M | 14.0K | Q2 2026 |
| Avantra Family Wealth, Inc.$134M AUM | 0.20% | $264,359 | 1.9K | Q1 2026OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 0.20% | $305,468 | 1.9K | Q2 2026 |
| D. SCOTT NEAL, INC.$216M AUM | 0.19% | $420,639 | 2.9K | Q3 2025OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.19% | $3M | 18.9K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.19% | $434,442 | 3.1K | Q1 2026OLDER |
| Financially in Tune, LLC$116M AUM | 0.19% | $219,201 | 1.6K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 0.19% | $468,096 | 2.9K | Q2 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.19% | $3M | 22.1K | Q1 2026OLDER |
| Jordan Park Group LLC$1.9B AUM | 0.19% | $3M | 24.7K | Q1 2026OLDER |
| EQ LLC$355M AUM | 0.19% | $657,362 | 4.6K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.18% | $71M | 503.6K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 0.18% | $1M | 10.5K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 0.18% | $966,181 | 6.8K | Q1 2026OLDER |
| Aspen Wealth Strategies, LLC$187M AUM | 0.18% | $338,984 | 2.4K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.18% | $2M | 16.0K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.18% | $312,680 | 2.2K | Q1 2026OLDER |
| Schwallier Wealth Management LLC$137M AUM | 0.18% | $243,981 | 1.7K | Q1 2026OLDER |
| Buttonwood Financial Group, LLC$163M AUM | 0.18% | $286,376 | 2.0K | Q1 2026OLDER |
| MontVue Capital Management, Inc.$147M AUM | 0.18% | $257,243 | 1.8K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.17% | $1M | 7.5K | Q1 2026OLDER |
| Lion Street Advisors, LLC$289M AUM | 0.17% | $504,377 | 4.8K | Q3 2025OLDER |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 0.17% | $989,374 | 7.0K | Q1 2026OLDER |
| BCU Wealth Advisors, LLC$268M AUM | 0.17% | $462,770 | 3.3K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 0.17% | $749,579 | 5.3K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.17% | $1M | 10.5K | Q1 2026OLDER |
| Navigation Group, LLC$427M AUM | 0.17% | $719,787 | 5.1K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.17% | $433,234 | 2.6K | Q2 2026 |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.17% | $3M | 16.6K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.17% | $59M | 406.8K | Q3 2025OLDER |
| Oxinas Partners, LLC$219M AUM | 0.17% | $363,516 | 2.6K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.17% | $2M | 10.7K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.16% | $10M | 67.3K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.16% | $12M | 70.8K | Q2 2026 |
| Traveka Wealth, LLC$262M AUM | 0.16% | $427,513 | 3.0K | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.16% | $1M | 7.3K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.16% | $323,852 | 2.3K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.16% | $378,723 | 2.7K | Q1 2026OLDER |
| NerdWallet Wealth Partners, LLC$290M AUM | 0.16% | $458,294 | 2.8K | Q2 2026 |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.16% | $318,882 | 2.3K | Q1 2026OLDER |
| SOFI WEALTH, LLC$2.1B AUM | 0.16% | $3M | 23.1K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.16% | $251,162 | 1.8K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.16% | $990,981 | 7.0K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.15% | $10M | 67.7K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.15% | $7M | 46.6K | Q4 2025OLDER |
| Prosperitas Financial LLC$268M AUM | 0.15% | $406,017 | 2.9K | Q1 2026OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 0.15% | $454,807 | 3.2K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 0.15% | $309,878 | 2.1K | Q4 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.15% | $9M | 58.1K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.15% | $8M | 58.6K | Q2 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.15% | $3M | 18.5K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 0.15% | $240,131 | 1.7K | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.15% | $1M | 8.1K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.15% | $4M | 28.8K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.15% | $465,413 | 3.3K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.15% | $270,961 | 1.9K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.14% | $1M | 9.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.14% | $2.0B | 13.80M | Q1 2026OLDER |
| LIBRA WEALTH LLC$355M AUM | 0.14% | $501,192 | 3.5K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.14% | $3M | 21.2K | Q1 2026OLDER |
| Note Advisors, LLC$200M AUM | 0.14% | $279,163 | 2.0K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.14% | $163,443 | 1.2K | Q1 2026OLDER |
| Great Diamond Partners, LLC$520M AUM | 0.14% | $712,757 | 5.0K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.14% | $17M | 120.9K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.14% | $506,943 | 3.4K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.13% | $659,019 | 4.6K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.13% | $2M | 12.1K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.13% | $25M | 177.7K | Q1 2026OLDER |
| Peak Financial Management, Inc.$394M AUM | 0.13% | $516,466 | 3.7K | Q1 2026OLDER |
| Pearl Planning LLC$187M AUM | 0.13% | $244,939 | 1.7K | Q1 2026OLDER |
| Sterling Manor Financial, LLC$160M AUM | 0.13% | $208,877 | 1.5K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.13% | $2M | 15.8K | Q1 2026OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.13% | $3M | 24.1K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.13% | $866,512 | 10.1K | Q2 2026 |
| XY Planning Network, Inc.$626M AUM | 0.13% | $799,088 | 5.6K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.13% | $2M | 14.8K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.13% | $619,066 | 4.4K | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.12% | $1M | 9.3K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.12% | $1M | 7.1K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.12% | $1M | 8.9K | Q1 2026OLDER |
| SNS Financial Group, LLC$1.2B AUM | 0.12% | $1M | 10.2K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.12% | $313,120 | 2.2K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.12% | $796,525 | 5.6K | Q1 2026OLDER |
| LIFE LINE WEALTH MANAGEMENT LLC$224M AUM | 0.12% | $273,824 | 1.9K | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.12% | $2M | 11.1K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.12% | $6M | 39.5K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.12% | $474,747 | 3.4K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 0.12% | $646,497 | 4.0K | Q2 2026 |
| Seven Post Investment Office LP$310M AUM | 0.12% | $358,075 | 2.5K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 0.11% | $317,771 | 2.2K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.11% | $536,272 | 3.6K | Q2 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.11% | $1M | 10.1K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.11% | $2M | 11.5K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.11% | $860,682 | 6.1K | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 0.11% | $489,313 | 3.5K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.11% | $931,442 | 6.6K | Q1 2026OLDER |
| Curry Webb Wealth Management LLC$202M AUM | 0.11% | $223,172 | 1.5K | Q2 2026 |
| Arcadia Wealth Management, Inc.$185M AUM | 0.11% | $203,839 | 1.4K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.11% | $3M | 18.5K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.11% | $8M | 55.3K | Q1 2026OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.11% | $395,269 | 2.8K | Q1 2026OLDER |
| Single Point Partners, LLC$503M AUM | 0.11% | $543,192 | 3.8K | Q1 2026OLDER |
| Frederick Financial Consultants, LLC$201M AUM | 0.11% | $215,241 | 1.5K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.11% | $4M | 24.6K | Q2 2026 |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.11% | $294,384 | 2.0K | Q4 2025OLDER |
| 1ST SOURCE BANK$1.9B AUM | 0.11% | $2M | 14.5K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.10% | $693,142 | 4.2K | Q2 2026 |
| Fire Capital Management LLC$214M AUM | 0.10% | $219,342 | 1.6K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.10% | $389,215 | 2.4K | Q2 2026 |
| Gallacher Capital Management LLC$261M AUM | 0.10% | $263,890 | 1.9K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.10% | $408,464 | 2.9K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.10% | $8M | 53.5K | Q1 2026OLDER |
| WRAPMANAGER INC$288M AUM | 0.10% | $288,921 | 2.0K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.10% | $6M | 39.0K | Q1 2026OLDER |
| Clean Yield Group$355M AUM | 0.10% | $349,899 | 2.5K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 0.10% | $446,322 | 3.2K | Q2 2026 |
| BKM Wealth Management, LLC$274M AUM | 0.10% | $268,698 | 1.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.10% | $37M | 263.8K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.10% | $2M | 12.2K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.10% | $10M | 70.6K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.10% | $726M | 5.14M | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.10% | $8M | 56.5K | Q1 2026OLDER |
| Cherry Creek Investment Advisors, Inc.$230M AUM | 0.09% | $221,682 | 1.5K | Q4 2025OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.09% | $1M | 7.7K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.09% | $3M | 18.5K | Q2 2026 |
| Accredited Wealth Management, LLC$134M AUM | 0.09% | $125,944 | 554 | Q3 2025OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.09% | $4M | 21.8K | Q2 2026 |
| CGC Financial Services, LLC$346M AUM | 0.09% | $323,569 | 2.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.09% | $152M | 1.07M | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.09% | $105,499 | 746 | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.09% | $521,840 | 3.7K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.09% | $493,508 | 3.5K | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 0.09% | $197,850 | 1.4K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.09% | $2M | 11.3K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.09% | $3M | 18.9K | Q4 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.09% | $4M | 27.4K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.09% | $821,085 | 5.8K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.09% | $671,386 | 4.3K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.09% | $367,089 | 2.6K | Q1 2026OLDER |
| Tarbox Family Office, Inc.$616M AUM | 0.09% | $545,018 | 3.9K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.09% | $3M | 20.4K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.09% | $1.4B | 10.01M | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 0.09% | $3M | 31.7K | Q2 2026 |
| Grey Fox Wealth Advisors, LLC$518M AUM | 0.09% | $455,514 | 3.2K | Q1 2026OLDER |
| PECAUT & CO.$308M AUM | 0.09% | $268,659 | 1.9K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.09% | $656,047 | 4.6K | Q1 2026OLDER |
| Greenfield Savings Bank$264M AUM | 0.09% | $229,138 | 1.4K | Q2 2026 |
| Dunhill Financial, LLC$424M AUM | 0.09% | $367,960 | 2.6K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.09% | $4M | 29.8K | Q3 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.09% | $23M | 165.0K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.08% | $2M | 13.6K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.08% | $1M | 7.9K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.08% | $292,523 | 2.1K | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 0.08% | $226,696 | 1.6K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.08% | $1M | 6.9K | Q2 2026 |
| Horizons Wealth Management$152M AUM | 0.08% | $123,601 | 874 | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 0.08% | $263,748 | 1.9K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.08% | $332,922 | 2.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.08% | $297M | 2.10M | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 0.08% | $309,851 | 2.2K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.08% | $4M | 30.6K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.08% | $453,534 | 3.2K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.08% | $1M | 9.4K | Q1 2026OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.08% | $783,191 | 4.8K | Q2 2026 |
| WealthShield Partners, LLC$898M AUM | 0.08% | $699,280 | 4.9K | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.08% | $503,609 | 3.6K | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.08% | $396,542 | 2.8K | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.08% | $285,649 | 2.0K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.08% | $232,916 | 1.6K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.08% | $287,241 | 1.8K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.08% | $8M | 56.2K | Q1 2026OLDER |
| Symmetry Partners, LLC$1.8B AUM | 0.07% | $1M | 9.1K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.07% | $2M | 15.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.07% | $52M | 369.7K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.07% | $4M | 28.1K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.07% | $1M | 7.8K | Q1 2026OLDER |
| Atlas Private Wealth Advisors$425M AUM | 0.07% | $310,333 | 2.1K | Q4 2025OLDER |
| Etesian Wealth Advisors, Inc.$313M AUM | 0.07% | $226,838 | 1.6K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.07% | $746,241 | 5.0K | Q4 2025OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.07% | $264,589 | 1.8K | Q4 2025OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.07% | $722,349 | 5.1K | Q1 2026OLDER |
| Obsidian Personal Planning Solutions LLC$288M AUM | 0.07% | $204,231 | 1.4K | Q3 2025OLDER |
| PALO ALTO WEALTH ADVISORS, LLC$343M AUM | 0.07% | $241,844 | 1.6K | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.07% | $787,002 | 5.6K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.07% | $299,245 | 2.1K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.07% | $678,816 | 4.8K | Q1 2026OLDER |
| TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM | 0.07% | $861,888 | 6.1K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.07% | $208,870 | 1.4K | Q4 2025OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.07% | $532,646 | 3.8K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 0.07% | $2M | 11.3K | Q1 2026OLDER |
| CHANNEL WEALTH LLC$413M AUM | 0.07% | $282,416 | 2.0K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.07% | $9M | 61.4K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.07% | $253,198 | 1.7K | Q3 2025OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.07% | $3M | 19.4K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.07% | $228,592 | 1.6K | Q3 2025OLDER |
| Keel Point, LLC$1.5B AUM | 0.07% | $1M | 7.3K | Q2 2026 |
| Leverty Financial Group, LLC$452M AUM | 0.07% | $302,780 | 2.1K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.07% | $829,994 | 5.9K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.07% | $584,065 | 4.1K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.07% | $180,981 | 1.2K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.07% | $572M | 4.05M | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.06% | $428,667 | 2.9K | Q3 2025OLDER |
| American Money Management, LLC$632M AUM | 0.06% | $407,148 | 2.9K | Q1 2026OLDER |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.06% | $378,440 | 2.7K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.06% | $416,923 | 2.8K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.06% | $1M | 8.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.06% | $23M | 161.4K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.06% | $687,691 | 4.2K | Q2 2026 |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 0.06% | $326,115 | 2.3K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.06% | $391,055 | 2.4K | Q2 2026 |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.06% | $2M | 10.7K | Q1 2026OLDER |
| Sage Financial Management Group, Inc.$325M AUM | 0.06% | $202,796 | 1.4K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.06% | $79,244 | 560 | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.06% | $2M | 16.2K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.06% | $2M | 11.0K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.06% | $1M | 7.8K | Q1 2026OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.06% | $65,210 | 461 | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.06% | $438,402 | 3.0K | Q3 2025OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.06% | $2M | 13.2K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.06% | $2M | 10.8K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.06% | $3M | 21.2K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 0.06% | $286,750 | 1.8K | Q2 2026 |
| Vertex Planning Partners, LLC$515M AUM | 0.06% | $297,972 | 2.1K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.06% | $248,776 | 1.8K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.06% | $527,190 | 3.7K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.06% | $2M | 10.9K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.06% | $326,066 | 2.3K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.06% | $38M | 270.2K | Q1 2026OLDER |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.06% | $9M | 63.5K | Q4 2025OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.06% | $735,950 | 5.2K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.06% | $9M | 64.4K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.06% | $27M | 192.4K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.06% | $1M | 7.8K | Q3 2025OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.05% | $80,080 | 550 | Q1 2026OLDER |
| BLB&B Advisors, LLC$2.4B AUM | 0.05% | $1M | 9.2K | Q1 2026OLDER |
| Bellwether Advisors, LLC$590M AUM | 0.05% | $317,912 | 2.2K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.05% | $15M | 104.5K | Q2 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.05% | $708,849 | 4.8K | Q4 2025OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.05% | $1M | 9.4K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.05% | $1M | 10.6K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.05% | $292,598 | 2.1K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.05% | $466,686 | 3.3K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.05% | $7M | 49.5K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.05% | $374,339 | 2.6K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.05% | $470,142 | 3.3K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.05% | $257,667 | 1.8K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.05% | $141,420 | 1.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.05% | $4M | 31.6K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.05% | $3M | 17.8K | Q1 2026OLDER |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 0.05% | $311,124 | 2.2K | Q1 2026OLDER |
| MOLLER WEALTH PARTNERS$507M AUM | 0.05% | $250,596 | 1.8K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.05% | $225,663 | 1.5K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.05% | $46M | 325.2K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.05% | $3M | 19.7K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.05% | $27M | 185.9K | Q3 2025OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.05% | $393,148 | 2.8K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.05% | $379,006 | 2.7K | Q1 2026OLDER |
| STRATEGIC ADVISORY PARTNERS, LLC$127M AUM | 0.05% | $58,265 | 412 | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.05% | $804,599 | 5.7K | Q1 2026OLDER |
| Tanager Wealth Management LLP$1.0B AUM | 0.05% | $469,373 | 3.3K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.05% | $2M | 17.3K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.05% | $1M | 7.0K | Q4 2025OLDER |
| JB Capital LLC$2.5B AUM | 0.04% | $1M | 7.9K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.04% | $1M | 10.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.04% | $167M | 1.18M | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.04% | $6M | 39.8K | Q1 2026OLDER |
| RKL Wealth Management LLC$1.1B AUM | 0.04% | $486,259 | 3.4K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.04% | $2M | 9.3K | Q2 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.04% | $4M | 30.2K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.04% | $3M | 21.1K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.04% | $186,674 | 1.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.04% | $11M | 79.2K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.04% | $8M | 55.1K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.04% | $5M | 34.5K | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 0.04% | $283,774 | 1.9K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.04% | $39M | 276.1K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.04% | $1M | 9.2K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 0.04% | $556,205 | 3.9K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.04% | $1M | 8.5K | Q2 2026 |
| Investors Research Corp$523M AUM | 0.04% | $213,686 | 1.5K | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.04% | $5M | 35.6K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 0.04% | $207,678 | 1.4K | Q4 2025OLDER |
| JMG Financial Group, Ltd.$3.6B AUM | 0.04% | $1M | 10.3K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.04% | $8M | 56.8K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.