ESGDISHARES TR
CUSIP 46435G516 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (ESGD) has 740 institutional holders in Filings Flow’s 13F database, together reporting 87.58M shares worth $8.3B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Jpmorgan Chase & Co, and Empower Advisory Group, LLC.
Institutional Holders
740
Q1 2026
Reported Value
$8.3B
Ticker
ESGD
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.07% | $901M | 9.42M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.05% | $721M | 7.79M | Q1 2026 |
| Empower Advisory Group, LLC$38.5B AUM | 1.36% | $523M | 5.47M | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.06% | $450M | 4.71M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.02% | $414M | 4.33M | Q1 2026 |
| FMR LLC$1.90T AUM | 0.02% | $380M | 3.97M | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.71% | $375M | 3.92M | Q1 2026 |
| TIAA Wealth Investment Management LLC$13.1B AUM | 2.03% | $266M | 2.87M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.02% | $174M | 1.81M | Q1 2026 |
| Acorns Advisers, LLC$13.5B AUM | 1.12% | $151M | 1.58M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.02% | $148M | 1.55M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $145M | 1.52M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.04% | $142M | 1.48M | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.20% | $137M | 1.43M | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.07% | $118M | 1.23M | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.25% | $116M | 1.21M | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 1.58% | $106M | 1.11M | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.39% | $101M | 1.06M | Q1 2026 |
| SPINNAKER TRUST$1.8B AUM | 5.55% | $100M | 1.05M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $96M | 1.00M | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.05% | $91M | 947.4K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.02% | $87M | 907.4K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $82M | 853.4K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.10% | $79M | 833.8K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.11% | $78M | 819.9K | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 0.73% | $62M | 643.8K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.11% | $60M | 624.0K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.29% | $59M | 619.0K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.04% | $57M | 595.7K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.05% | $50M | 522.2K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $47M | 488.8K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.15% | $43M | 449.4K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.86% | $42M | 439.0K | Q1 2026 |
| Olde Wealth Management, LLC$316M AUM | 12.81% | $40M | 423.2K | Q1 2026 |
| IMPACTfolio, LLC$235M AUM | 17.07% | $40M | 420.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $36M | 381.6K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $36M | 383.0K | Q4 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.03% | $35M | 369.1K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.19% | $35M | 368.7K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.20% | $34M | 353.1K | Q1 2026 |
| Bond & Devick Financial Network, Inc.$358M AUM | 8.96% | $32M | 335.8K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.04% | $30M | 318.9K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.04% | $30M | 318.6K | Q1 2026 |
| High Note Wealth, LLC$509M AUM | 5.91% | $30M | 314.5K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.40% | $29M | 303.6K | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.49% | $29M | 298.7K | Q1 2026 |
| Ally Invest Advisors Inc.$1.5B AUM | 1.87% | $28M | 290.2K | Q1 2026 |
| AlTi Global, Inc.$4.6B AUM | 0.59% | $27M | 285.6K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.47% | $27M | 281.8K | Q1 2026 |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.07% | $25M | 273.4K | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.23% | $25M | 262.2K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $25M | 259.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.07% | $24M | 255.6K | Q1 2026 |
| Forefront Analytics, LLC$110M AUM | 22.13% | $24M | 254.4K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $24M | 249.8K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.05% | $23M | 244.7K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.08% | $23M | 243.3K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.06% | $22M | 231.5K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $22M | 238.9K | Q1 2026 |
| LFA - Lugano Financial Advisors SA$197M AUM | 11.16% | $22M | 229.6K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.05% | $21M | 219.8K | Q1 2026 |
| Stanich Group LLC$131M AUM | 15.96% | $21M | 219.0K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.21% | $21M | 216.9K | Q1 2026 |
| Ellevest, Inc.$719M AUM | 2.87% | $21M | 215.6K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.04% | $20M | 214.2K | Q1 2026 |
| Money Design Co.,Ltd.$2.1B AUM | 0.92% | $20M | 220.7K | Q2 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.10% | $20M | 204.0K | Q1 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM | 0.77% | $19M | 203.8K | Q1 2026 |
| FinArc Investments, Inc.$104M AUM | 17.35% | $18M | 188.5K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.03% | $18M | 185.6K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.08% | $17M | 181.9K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $17M | 177.5K | Q1 2026 |
| Windsor Capital Management, LLC$385M AUM | 4.74% | $17M | 175.7K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.03% | $16M | 164.1K | Q1 2026 |
| DOHJ, LLC$0 AUM | 4.41% | $15M | 183.4K | Q2 2025OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.17% | $14M | 148.2K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.25% | $14M | 147.7K | Q4 2025OLDER |
| Clarius Group, LLC$1.8B AUM | 0.76% | $13M | 140.7K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $13M | 137.5K | Q1 2026 |
| Shira Ridge Wealth Management$287M AUM | 5.16% | $13M | 136.3K | Q1 2026 |
| Sand Hill Global Advisors, LLC$3.0B AUM | 0.42% | $13M | 131.6K | Q1 2026 |
| Wealth Architects, LLC$1.1B AUM | 1.12% | $13M | 131.1K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $12M | 129.2K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.07% | $12M | 127.0K | Q1 2026 |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.88% | $12M | 126.4K | Q4 2025OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.30% | $12M | 123.5K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $11M | 118.2K | Q1 2026 |
| Impact Investors, Inc$144M AUM | 7.84% | $11M | 118.1K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $11M | 115.6K | Q1 2026 |
| Fund Evaluation Group, LLC$3.3B AUM | 0.33% | $11M | 113.4K | Q1 2026 |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 2.49% | $11M | 113.3K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $11M | 112.2K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $10M | 103.2K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.08% | $10M | 101.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.13% | $9M | 98.8K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.07% | $9M | 98.5K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $9M | 94.9K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.06% | $9M | 92.9K | Q1 2026 |
| Laurel Wealth Planning LLC$190M AUM | 4.67% | $9M | 92.6K | Q1 2026 |
| Orgel Wealth Management, LLC$4.6B AUM | 0.19% | $9M | 90.7K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.24% | $9M | 89.9K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.01% | $8M | 86.4K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $8M | 85.0K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.12% | $8M | 77.9K | Q1 2026 |
| Facet Wealth, Inc.$5.8B AUM | 0.14% | $8M | 81.7K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.20% | $7M | 77.7K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $7M | 75.5K | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.59% | $7M | 74.6K | Q1 2026 |
| Mascoma Wealth Management LLC$484M AUM | 1.45% | $7M | 73.1K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.05% | $7M | 71.1K | Q1 2026 |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.66% | $7M | 68.8K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.01% | $7M | 67.8K | Q1 2026 |
| Ethic Inc.$6.4B AUM | 0.10% | $6M | 67.6K | Q1 2026 |
| Xena Financial Planning, LLC$89M AUM | 7.11% | $6M | 65.9K | Q1 2026 |
| Centennial Bank/AR/$279M AUM | 2.22% | $6M | 64.8K | Q1 2026 |
| Quent Capital, LLC$1.4B AUM | 0.43% | $6M | 64.0K | Q1 2026 |
| Accredited Investors Inc.$1.9B AUM | 0.33% | $6M | 63.5K | Q1 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 0.10% | $6M | 63.1K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.10% | $6M | 62.6K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.08% | $6M | 62.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.05% | $6M | 59.7K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.11% | $6M | 60.5K | Q1 2026 |
| WRAPMANAGER INC$288M AUM | 2.01% | $6M | 60.4K | Q1 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.07% | $6M | 59.8K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 58.5K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $6M | 57.9K | Q1 2026 |
| BSW Wealth Partners$819M AUM | 0.65% | $5M | 55.4K | Q1 2026 |
| RVW Wealth, LLC$1.5B AUM | 0.41% | $5M | 55.2K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 54.4K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.07% | $5M | 52.2K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.02% | $5M | 52.0K | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.28% | $5M | 49.5K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.02% | $5M | 49.1K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.08% | $5M | 46.7K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $5M | 47.3K | Q1 2026 |
| Blue Edge Capital, LLC$753M AUM | 0.59% | $4M | 46.2K | Q4 2025OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.40% | $4M | 45.5K | Q1 2026 |
| Balanced Rock Investment Advisors LLC$143M AUM | 3.02% | $4M | 45.1K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.02% | $4M | 44.8K | Q1 2026 |
| Blue Sky Capital Consultants Group, Inc.$210M AUM | 1.95% | $4M | 42.7K | Q1 2026 |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.52% | $4M | 42.5K | Q1 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 0.42% | $4M | 42.2K | Q1 2026 |
| Midwest Financial Partners Investments, Inc.$189M AUM | 2.14% | $4M | 42.1K | Q1 2026 |
| Veridan Wealth LLC$270M AUM | 1.47% | $4M | 41.4K | Q1 2026 |
| Brio Consultants, LLC$818M AUM | 0.48% | $4M | 39.0K | Q1 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM | 2.06% | $4M | 41.0K | Q1 2026 |
| Integris Wealth Management, LLC$495M AUM | 0.89% | $4M | 40.3K | Q1 2026 |
| Heritage Wealth Advisors$2.6B AUM | 0.15% | $4M | 40.1K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.14% | $4M | 39.5K | Q1 2026 |
| Decker Retirement Planning Inc.$221M AUM | 1.70% | $4M | 39.3K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.12% | $4M | 39.1K | Q1 2026 |
| Keel Point, LLC$1.5B AUM | 0.22% | $4M | 39.2K | Q4 2025OLDER |
| eCIO, Inc.$228M AUM | 1.63% | $4M | 38.7K | Q1 2026 |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.33% | $4M | 38.4K | Q1 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.33% | $4M | 38.6K | Q4 2025OLDER |
| Pine Haven Investment Counsel, Inc$149M AUM | 2.69% | $4M | 38.3K | Q1 2026 |
| Hamrick Investment Counsel, llc$180M AUM | 2.00% | $4M | 37.7K | Q1 2026 |
| Affiance Financial, LLC$695M AUM | 0.58% | $4M | 37.5K | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.84% | $4M | 37.1K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.19% | $4M | 37.0K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.08% | $4M | 36.7K | Q1 2026 |
| Plancorp, LLC$3.5B AUM | 0.10% | $3M | 34.8K | Q1 2026 |
| Waypoint Wealth Partners Inc.$411M AUM | 0.85% | $3M | 39.1K | Q2 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $3M | 36.2K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.12% | $3M | 36.2K | Q4 2025OLDER |
| Sincerus Advisory, LLC$147M AUM | 2.60% | $3M | 35.9K | Q1 2026 |
| HILLTOP WEALTH ADVISORS, LLC$167M AUM | 2.04% | $3M | 35.7K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.04% | $3M | 35.3K | Q1 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC$154M AUM | 2.17% | $3M | 34.9K | Q1 2026 |
| Parkside Advisors LLC$455M AUM | 0.73% | $3M | 37.2K | Q2 2025OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.14% | $3M | 34.1K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $3M | 34.0K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.03% | $3M | 33.6K | Q1 2026 |
| Vision Capital Management, Inc.$792M AUM | 0.40% | $3M | 33.5K | Q1 2026 |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.44% | $3M | 33.2K | Q1 2026 |
| CRUX WEALTH ADVISORS$261M AUM | 1.22% | $3M | 33.1K | Q1 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.54% | $3M | 32.8K | Q1 2026 |
| WIT, LLC$5.3B AUM | 0.06% | $3M | 32.3K | Q1 2026 |
| Montis Financial, LLC$484M AUM | 0.64% | $3M | 32.3K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 32.2K | Q1 2026 |
| Baron Financial Group, LLC$210M AUM | 1.65% | $3M | 32.1K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $3M | 31.5K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.08% | $3M | 31.1K | Q1 2026 |
| Neumann Capital Management, LLC$340M AUM | 0.87% | $3M | 30.8K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.47% | $3M | 30.4K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.02% | $3M | 29.8K | Q1 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.16% | $3M | 29.5K | Q1 2026 |
| One Wealth Advisors, LLC$803M AUM | 0.35% | $3M | 29.4K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.31% | $3M | 29.3K | Q1 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 0.27% | $3M | 28.9K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.50% | $3M | 27.9K | Q1 2026 |
| RTD Financial Advisors, Inc.$814M AUM | 0.33% | $3M | 27.8K | Q1 2026 |
| JMG Financial Group, Ltd.$3.6B AUM | 0.07% | $3M | 27.7K | Q1 2026 |
| Wealth Advisory Team LLC$113M AUM | 2.31% | $3M | 27.5K | Q4 2025OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.22% | $3M | 27.1K | Q1 2026 |
| Torren Management, LLC$201M AUM | 1.29% | $3M | 27.1K | Q1 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.04% | $3M | 26.8K | Q1 2026 |
| Brooklyn FI, LLC$476M AUM | 0.54% | $3M | 26.7K | Q1 2026 |
| Diversified Trust Co$5.4B AUM | 0.05% | $3M | 26.7K | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.10% | $3M | 27.1K | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $3M | 26.3K | Q1 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.07% | $2M | 26.1K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.03% | $2M | 26.1K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $2M | 26.1K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.03% | $2M | 26.0K | Q1 2026 |
| Haverford Trust Co$10.9B AUM | 0.02% | $2M | 25.9K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $2M | 25.7K | Q1 2026 |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 1.92% | $2M | 25.5K | Q1 2026 |
| TrueWealth Financial Partners$251M AUM | 2.00% | $2M | 25.4K | Q4 2025OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.12% | $2M | 25.3K | Q1 2026 |
| rebel Financial LLC$231M AUM | 1.04% | $2M | 25.1K | Q1 2026 |
| Wingate Wealth Advisors, Inc.$187M AUM | 1.28% | $2M | 25.0K | Q1 2026 |
| Cranbrook Wealth Management, LLC$492M AUM | 0.48% | $2M | 24.9K | Q1 2026 |
| TriaGen Wealth Management LLC$366M AUM | 0.64% | $2M | 24.7K | Q1 2026 |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.18% | $2M | 23.9K | Q1 2026 |
| Alaska Wealth Advisors, LLC$833M AUM | 0.27% | $2M | 23.9K | Q1 2026 |
| Pioneer Wealth Management Group$414M AUM | 0.63% | $2M | 23.7K | Q1 2026 |
| CFM WEALTH PARTNERS LLC$667M AUM | 0.34% | $2M | 23.5K | Q1 2026 |
| Financial Advisors, LLC$564M AUM | 0.40% | $2M | 24.1K | Q3 2025OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.62% | $2M | 23.0K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.02% | $2M | 23.1K | Q4 2025OLDER |
| OLIO Financial Planning$361M AUM | 0.60% | $2M | 22.6K | Q1 2026 |
| Long Run Wealth Advisors, LLC$531M AUM | 0.40% | $2M | 22.5K | Q4 2025OLDER |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.00% | $2M | 21.9K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.06% | $2M | 21.2K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 21.1K | Q1 2026 |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.06% | $2M | 20.9K | Q1 2026 |
| Aureum Wealth Management, LLC$144M AUM | 1.36% | $2M | 20.5K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.02% | $2M | 20.2K | Q1 2026 |
| First Financial Bank - Trust Division$1.4B AUM | 0.16% | $2M | 20.2K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.04% | $2M | 18.9K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $2M | 19.6K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2M | 19.7K | Q1 2026 |
| VICUS CAPITAL$1.4B AUM | 0.14% | $2M | 19.6K | Q1 2026 |
| BIRCHBROOK, INC.$213M AUM | 0.92% | $2M | 19.6K | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.48% | $2M | 19.0K | Q1 2026 |
| PLANNING ALTERNATIVES LTD /ADV$775M AUM | 0.23% | $2M | 18.9K | Q1 2026 |
| Madrid Wealth Management, LLC$133M AUM | 1.36% | $2M | 18.9K | Q1 2026 |
| Values Added Financial LLC$238M AUM | 0.75% | $2M | 18.7K | Q1 2026 |
| Weil Company, Inc.$445M AUM | 0.39% | $2M | 18.0K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 17.8K | Q1 2026 |
| Acropolis Investment Management, LLC$2.3B AUM | 0.07% | $2M | 17.6K | Q1 2026 |
| White Lighthouse Investment Management Inc.$721M AUM | 0.23% | $2M | 17.5K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.01% | $2M | 17.5K | Q1 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.60% | $2M | 17.5K | Q1 2026 |
| Summit Wealth Group, LLC$436M AUM | 0.38% | $2M | 17.3K | Q1 2026 |
| Johnson Financial Group, LLC$1.5B AUM | 0.11% | $2M | 17.2K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.07% | $2M | 17.1K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.02% | $2M | 16.8K | Q1 2026 |
| Richard P Slaughter Associates Inc$463M AUM | 0.34% | $2M | 16.7K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.13% | $2M | 16.6K | Q1 2026 |
| Birchwood Financial Partners, Inc.$104M AUM | 1.52% | $2M | 16.5K | Q1 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.02% | $2M | 16.4K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.03% | $2M | 16.2K | Q1 2026 |
| Williams & Novak, LLC$151M AUM | 1.16% | $2M | 15.9K | Q1 2026 |
| Portland Global Advisors LLC$938M AUM | 0.16% | $2M | 16.1K | Q1 2026 |
| WealthCollab, LLC$243M AUM | 0.62% | $2M | 15.8K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $2M | 15.8K | Q1 2026 |
| Werba Rubin Papier Wealth Management$718M AUM | 0.21% | $2M | 15.7K | Q1 2026 |
| Coastline Trust Co$1.0B AUM | 0.15% | $1M | 15.5K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $1M | 15.5K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 15.5K | Q1 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.15% | $1M | 14.8K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $1M | 14.7K | Q1 2026 |
| Sage Advisory Services, Ltd.Co.$183M AUM | 0.76% | $1M | 14.6K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $1M | 14.6K | Q1 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.23% | $1M | 14.3K | Q1 2026 |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 0.15% | $1M | 14.2K | Q1 2026 |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.12% | $1M | 14.1K | Q1 2026 |
| Falcon Wealth Planning$1.5B AUM | 0.09% | $1M | 14.0K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.08% | $1M | 13.9K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.01% | $1M | 13.9K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $1M | 13.9K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.04% | $1M | 13.8K | Q1 2026 |
| Armbruster Capital Management, Inc.$671M AUM | 0.22% | $1M | 13.8K | Q1 2026 |
| A&I FINANCIAL SERVICES, LLC$230M AUM | 0.62% | $1M | 13.6K | Q1 2026 |
| Elios Financial Group Inc.$220M AUM | 0.59% | $1M | 14.6K | Q2 2025OLDER |
| Avise Financial Cooperative, Inc.$121M AUM | 1.06% | $1M | 13.3K | Q1 2026 |
| NEPC LLC$5.0B AUM | 0.03% | $1M | 13.3K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.07% | $1M | 13.3K | Q1 2026 |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.25% | $1M | 13.3K | Q1 2026 |
| RHS Financial, LLC$211M AUM | 0.60% | $1M | 13.3K | Q1 2026 |
| HF Advisory Group, LLC$323M AUM | 0.43% | $1M | 13.2K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $1M | 13.5K | Q3 2025OLDER |
| Omega Financial Group, LLC$308M AUM | 0.40% | $1M | 13.0K | Q1 2026 |
| M. Kulyk & Associates, LLC$536M AUM | 0.23% | $1M | 12.8K | Q1 2026 |
| Mendel Capital Management LLC$199M AUM | 0.61% | $1M | 12.7K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.04% | $1M | 12.6K | Q1 2026 |
| Ipsen Advisor Group LLC$143M AUM | 0.83% | $1M | 12.4K | Q1 2026 |
| Argentarii, LLC$286M AUM | 0.41% | $1M | 12.4K | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.08% | $1M | 12.2K | Q1 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.02% | $1M | 12.2K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $1M | 12.1K | Q1 2026 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.06% | $1M | 12.4K | Q3 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $1M | 12.1K | Q1 2026 |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.34% | $1M | 12.0K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.15% | $1M | 12.0K | Q1 2026 |
| Carr Financial Group Corp$379M AUM | 0.30% | $1M | 11.9K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 11.8K | Q1 2026 |
| Cascade Financial Partners, LLC$970M AUM | 0.12% | $1M | 11.8K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 11.7K | Q1 2026 |
| Foster Group, Inc.$3.8B AUM | 0.03% | $1M | 11.7K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.03% | $1M | 11.6K | Q1 2026 |
| MainStreet Investment Advisors LLC$665M AUM | 0.17% | $1M | 11.6K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.04% | $1M | 11.5K | Q1 2026 |
| RED REEF ADVISORS LLC$96M AUM | 1.14% | $1M | 11.4K | Q1 2026 |
| HILL ISLAND FINANCIAL LLC$412M AUM | 0.26% | $1M | 11.2K | Q1 2026 |
| 1ST SOURCE BANK$1.9B AUM | 0.06% | $1M | 11.2K | Q1 2026 |
| Diversified Enterprises, LLC$1.8B AUM | 0.06% | $1M | 11.2K | Q1 2026 |
| Brewster Financial Planning LLC$165M AUM | 0.64% | $1M | 11.1K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.03% | $1M | 11.4K | Q3 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.07% | $1M | 11.1K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $1M | 11.1K | Q1 2026 |
| Cambridge Financial Group, LLC$295M AUM | 0.35% | $1M | 10.9K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 0.17% | $1M | 10.7K | Q1 2026 |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 0.47% | $1M | 10.8K | Q1 2026 |
| Ameraudi Asset Management, Inc.$184M AUM | 0.56% | $1M | 10.8K | Q1 2026 |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 0.18% | $1M | 10.7K | Q1 2026 |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.03% | $1M | 10.6K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.01% | $1M | 10.1K | Q1 2026 |
| Sensible Financial Planning & Management, LLC.$551M AUM | 0.18% | $1M | 10.8K | Q3 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.03% | $1M | 10.5K | Q1 2026 |
| Archer Investment Management, LLC$293M AUM | 0.42% | $990,118 | 10.4K | Q1 2026 |
| Parcion Private Wealth LLC$1.6B AUM | 0.06% | $984,695 | 10.3K | Q1 2026 |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.04% | $984,217 | 10.3K | Q1 2026 |
| Orin Green Financial, LLC$244M AUM | 0.40% | $980,201 | 10.3K | Q1 2026 |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 0.05% | $974,655 | 10.2K | Q1 2026 |
| McAdam, LLC$2.2B AUM | 0.04% | $972,264 | 10.2K | Q1 2026 |
| ERn Financial, LLC$532M AUM | 0.18% | $950,272 | 9.9K | Q1 2026 |
| Horst & Graben Wealth Management LLC$729M AUM | 0.13% | $949,620 | 9.5K | Q1 2026 |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.14% | $943,674 | 9.9K | Q1 2026 |
| Shepherd Financial Partners LLC$1.1B AUM | 0.09% | $935,993 | 9.8K | Q1 2026 |
| GenTrust, LLC$2.3B AUM | 0.04% | $934,838 | 9.8K | Q1 2026 |
| Wealth Analytics Partners, LLC$246M AUM | 0.37% | $920,779 | 9.6K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $920,646 | 9.6K | Q1 2026 |
| Financial Planning Fort Collins, LLC$133M AUM | 0.69% | $920,289 | 9.2K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.04% | $911,818 | 9.6K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $911,450 | 9.5K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $901,160 | 9.1K | Q1 2026 |
| Jordan Park Group LLC$1.9B AUM | 0.05% | $900,081 | 9.4K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $885,824 | 9.3K | Q1 2026 |
| BlueStem Wealth Partners, LLC$900M AUM | 0.10% | $881,684 | 9.2K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.12% | $880,622 | 9.2K | Q1 2026 |
| Metis Global Partners, LLC$4.1B AUM | 0.02% | $848,436 | 8.9K | Q1 2026 |
| Investor's Fiduciary Advisor Network, LLC$326M AUM | 0.26% | $841,000 | 8.8K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $838,903 | 8.8K | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.13% | $833,226 | 8.7K | Q1 2026 |
| Birch Hill Investment Advisors LLC$2.2B AUM | 0.04% | $830,268 | 8.7K | Q1 2026 |
| Montecito Bank & Trust$607M AUM | 0.14% | $827,495 | 8.7K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.04% | $825,970 | 8.6K | Q1 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 0.05% | $823,059 | 8.6K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.02% | $822,814 | 8.7K | Q4 2025OLDER |
| FORTE CAPITAL LLC /ADV$930M AUM | 0.09% | $820,467 | 9.2K | Q2 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $819,037 | 9.2K | Q2 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $816,499 | 8.5K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $816,008 | 8.5K | Q1 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 0.09% | $815,543 | 8.5K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $810,093 | 8.5K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 0.05% | $797,886 | 8.3K | Q1 2026 |
| CAPE ANN SAVINGS BANK$199M AUM | 0.40% | $796,993 | 8.3K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.06% | $794,627 | 8.3K | Q1 2026 |
| Peak Financial Management, Inc.$394M AUM | 0.20% | $793,255 | 8.3K | Q1 2026 |
| Pathway Financial Advisors LLC$857M AUM | 0.10% | $769,885 | 8.0K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $763,968 | 8.0K | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $763,356 | 8.0K | Q1 2026 |
| Sonoma Allocations LLC$322M AUM | 0.26% | $757,160 | 7.8K | Q1 2026 |
| Sharkey, Howes & Javer$829M AUM | 0.10% | $756,662 | 7.9K | Q1 2026 |
| ASPIRIANT, LLC$3.5B AUM | 0.02% | $753,772 | 7.9K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $753,442 | 7.9K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $751,477 | 7.9K | Q1 2026 |
| Level Financial Advisors$392M AUM | 0.19% | $749,948 | 7.8K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.01% | $746,485 | 7.7K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $743,888 | 7.8K | Q1 2026 |
| J. Mark Nickell & Co.$207M AUM | 0.34% | $705,484 | 7.4K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.02% | $703,667 | 7.4K | Q1 2026 |
| Symmetry Partners, LLC$1.8B AUM | 0.04% | $701,851 | 7.3K | Q1 2026 |
| VERITY Wealth Advisors$150M AUM | 0.47% | $701,373 | 7.3K | Q1 2026 |
| Sharper & Granite LLC$293M AUM | 0.24% | $698,217 | 7.3K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $692,384 | 7.2K | Q1 2026 |
| Davis Wealth Advisors, LLC$120M AUM | 0.57% | $686,655 | 7.2K | Q1 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.02% | $684,331 | 7.2K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $680,049 | 7.1K | Q1 2026 |
| SigFig Wealth Management, LLC$3.8B AUM | 0.02% | $677,855 | 7.1K | Q1 2026 |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.01% | $673,053 | 7.0K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.04% | $671,946 | 6.7K | Q1 2026 |
| PITCAIRN CO$0 AUM | 0.05% | $661,553 | 7.1K | Q3 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $660,902 | 7.1K | Q3 2025OLDER |
| Aufman Associates Inc$204M AUM | 0.32% | $660,793 | 6.9K | Q1 2026 |
| Paulson Wealth Management Inc.$427M AUM | 0.15% | $660,065 | 6.9K | Q1 2026 |
| Capital Advantage, Inc.$765M AUM | 0.09% | $659,050 | 6.9K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.06% | $654,519 | 6.8K | Q1 2026 |
| Ryan Investment Management, Inc.$221M AUM | 0.36% | $648,686 | 6.8K | Q1 2026 |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.04% | $647,733 | 6.8K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.02% | $647,723 | 6.8K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.14% | $642,837 | 6.7K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.03% | $635,403 | 6.6K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.07% | $633,837 | 6.6K | Q1 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.08% | $633,674 | 6.6K | Q1 2026 |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.01% | $633,004 | 6.6K | Q1 2026 |
| Fort Point Capital Partners LLC$825M AUM | 0.08% | $628,893 | 6.6K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.03% | $625,184 | 6.5K | Q1 2026 |
| Farrell Financial LLC$167M AUM | 0.37% | $622,204 | 6.5K | Q1 2026 |
| Frisch Financial Group, Inc.$478M AUM | 0.13% | $617,749 | 6.5K | Q1 2026 |
| MOLLER WEALTH PARTNERS$507M AUM | 0.12% | $615,697 | 6.4K | Q1 2026 |
| Great Diamond Partners, LLC$582M AUM | 0.12% | $612,064 | 6.4K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.01% | $610,342 | 6.4K | Q1 2026 |
| Equita Financial Network, Inc.$318M AUM | 0.19% | $604,624 | 6.3K | Q1 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 0.04% | $602,406 | 6.3K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.01% | $602,056 | 6.3K | Q1 2026 |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.03% | $597,260 | 6.2K | Q1 2026 |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $597,147 | 6.2K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $595,992 | 6.0K | Q4 2025OLDER |
| MOGY JOEL R INVESTMENT COUNSEL INC$1.7B AUM | 0.04% | $595,713 | 6.2K | Q1 2026 |
| Morton Brown Family Wealth, LLC$378M AUM | 0.16% | $594,852 | 6.2K | Q1 2026 |
| RCS Financial Planning, LLC$193M AUM | 0.31% | $593,800 | 6.2K | Q1 2026 |
| LIBRA WEALTH LLC$355M AUM | 0.17% | $587,967 | 6.1K | Q1 2026 |
| WT Wealth Management$336M AUM | 0.17% | $585,673 | 6.1K | Q1 2026 |
| ABLE Financial Group, LLC$511M AUM | 0.11% | $583,282 | 6.1K | Q1 2026 |
| Capasso Planning Partners LLC$185M AUM | 0.31% | $580,360 | 6.1K | Q1 2026 |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.02% | $576,301 | 6.0K | Q1 2026 |
| Financially in Tune, LLC$116M AUM | 0.49% | $574,198 | 6.0K | Q1 2026 |
| Affinity Capital Advisors, LLC$810M AUM | 0.08% | $573,665 | 6.0K | Q1 2026 |
| Fingerlakes Wealth Management, Inc.$151M AUM | 0.38% | $572,278 | 6.0K | Q1 2026 |
| MATRIX ASSET ADVISORS INC/NY$1.1B AUM | 0.05% | $569,991 | 6.0K | Q1 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.02% | $568,956 | 6.4K | Q2 2025OLDER |
| Shotwell Rutter Baer Inc$170M AUM | 0.33% | $564,636 | 5.9K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $560,493 | 5.9K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $558,326 | 5.8K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.02% | $557,656 | 5.8K | Q1 2026 |
| ROGCO, LP$300M AUM | 0.18% | $551,249 | 5.8K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $550,867 | 5.8K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $548,669 | 5.8K | Q4 2025OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.21% | $546,380 | 5.7K | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.01% | $545,215 | 5.7K | Q1 2026 |
| SkyView Investment Advisors, LLC$743M AUM | 0.07% | $542,000 | 5.7K | Q1 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.01% | $537,576 | 5.6K | Q1 2026 |
| Continuum Advisory, LLC$1.0B AUM | 0.05% | $536,474 | 5.6K | Q1 2026 |
| Curtis Advisory Group, LLC$464M AUM | 0.11% | $532,890 | 5.6K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $531,360 | 5.6K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.03% | $530,228 | 5.5K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $529,164 | 5.9K | Q2 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $523,041 | 5.5K | Q1 2026 |
| SENTINEL TRUST CO LBA$1.0B AUM | 0.05% | $523,000 | 5.5K | Q1 2026 |
| Milestone Investment Advisors LLC$414M AUM | 0.12% | $516,309 | 5.4K | Q1 2026 |
| SNS Financial Group, LLC$1.2B AUM | 0.04% | $515,870 | 5.4K | Q1 2026 |
| DDFG, Inc$464M AUM | 0.11% | $514,627 | 5.4K | Q1 2026 |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.03% | $509,302 | 5.4K | Q4 2025OLDER |
| Simmons Bank$1.5B AUM | 0.03% | $502,482 | 5.3K | Q1 2026 |
| Bangor Savings Bank$1.4B AUM | 0.04% | $502,292 | 5.3K | Q1 2026 |
| BLB&B Advisors, LLC$2.4B AUM | 0.02% | $498,659 | 5.2K | Q1 2026 |
| Bigelow Investment Advisors, LLC$250M AUM | 0.20% | $498,345 | 5.2K | Q1 2026 |
| Advisors Capital Management, LLC$8.6B AUM | 0.01% | $497,988 | 5.2K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $495,120 | 5.2K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $491,814 | 5.2K | Q4 2025OLDER |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 0.32% | $491,774 | 5.1K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $485,941 | 5.1K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.03% | $480,491 | 5.0K | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $478,836 | 5.0K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $477,325 | 5.0K | Q1 2026 |
| Fulcrum Capital LLC$461M AUM | 0.10% | $472,745 | 4.9K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $471,239 | 4.9K | Q1 2026 |
| WNY Asset Management, LLC$967M AUM | 0.05% | $468,042 | 5.0K | Q3 2025OLDER |
| Sherman Asset Management, Inc.$109M AUM | 0.43% | $465,191 | 4.9K | Q1 2026 |
| Morling Financial Advisors, LLC$325M AUM | 0.14% | $463,595 | 4.8K | Q1 2026 |
| VALLEY NATIONAL ADVISERS INC$773M AUM | 0.06% | $453,000 | 4.7K | Q1 2026 |
| Bell Bank$2.4B AUM | 0.02% | $452,569 | 4.7K | Q1 2026 |
| Martin Worley Group$204M AUM | 0.22% | $447,438 | 5.0K | Q2 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $444,840 | 4.7K | Q1 2026 |
| Compass Ion Advisors, LLC$1.0B AUM | 0.04% | $441,956 | 4.6K | Q1 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.03% | $439,565 | 4.6K | Q1 2026 |
| Warren Street Wealth Advisors, LLC$393M AUM | 0.11% | $435,645 | 4.6K | Q1 2026 |
| Capital Management Associates, Inc$442M AUM | 0.10% | $430,290 | 4.5K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $428,057 | 4.5K | Q1 2026 |
| Chesley Taft & Associates LLC$2.6B AUM | 0.02% | $425,509 | 4.5K | Q1 2026 |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $425,413 | 4.4K | Q1 2026 |
| Community Bank, N.A.$840M AUM | 0.05% | $424,264 | 4.4K | Q1 2026 |
| GK Wealth Management LLC$190M AUM | 0.37% | $424,248 | 4.6K | Q1 2026 |
| DWR WEALTH MANAGEMENT, LLC$134M AUM | 0.37% | $424,248 | 4.6K | Q1 2026 |
| PECAUT & CO.$308M AUM | 0.14% | $421,902 | 4.4K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.02% | $421,110 | 4.4K | Q1 2026 |
| APPLETON PARTNERS INC/MA$1.4B AUM | 0.03% | $419,000 | 4.4K | Q1 2026 |
| TRUEFG, LLC$377M AUM | 0.11% | $416,138 | 4.4K | Q1 2026 |
| North Berkeley Wealth Management, LLC$189M AUM | 0.22% | $415,183 | 4.3K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $415,156 | 4.3K | Q1 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.05% | $412,804 | 4.3K | Q1 2026 |
| Harbor Group, Inc.$692M AUM | 0.06% | $410,237 | 4.3K | Q1 2026 |
| Veracity Capital LLC$280M AUM | 0.15% | $407,940 | 4.3K | Q1 2026 |
| Hilltop Partners LLC$390M AUM | 0.10% | $407,219 | 4.3K | Q1 2026 |
| Darden Wealth Group Inc$196M AUM | 0.21% | $404,759 | 4.2K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $404,726 | 4.0K | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.06% | $403,325 | 4.2K | Q1 2026 |
| CWC Advisors, LLC.$210M AUM | 0.19% | $391,113 | 4.1K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $390,915 | 4.1K | Q4 2025OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.13% | $389,000 | 4.1K | Q1 2026 |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.11% | $384,777 | 4.0K | Q1 2026 |
| Farmers National Bank$453M AUM | 0.09% | $384,164 | 4.0K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $382,769 | 4.0K | Q1 2026 |
| Nautilus Advisors LLC$146M AUM | 0.26% | $382,480 | 4.0K | Q1 2026 |
| Cadia Private Client LLC$123M AUM | 0.31% | $382,480 | 4.0K | Q1 2026 |
| VILLERE ST DENIS J & CO LLC$907M AUM | 0.04% | $382,480 | 4.0K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.