ACWXISHARES TR
CUSIP 464288240 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (ACWX) has 696 institutional holders in Filings Flow’s 13F database, together reporting 98.67M shares worth $6.7B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Ferguson Wellman Capital Management, Inc.
Institutional Holders
696
Q1 2026
Reported Value
$6.7B
Ticker
ACWX
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 | 0.04% | $490M | 7.16M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.03% | $419M | 6.12M | Q1 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 5.15% | $377M | 5.50M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.01% | $316M | 4.61M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.04% | $244M | 3.57M | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.02% | $161M | 2.40M | Q4 2025OLDER |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.25% | $151M | 2.25M | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.04% | $147M | 2.15M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $141M | 2.12M | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.14% | $123M | 1.80M | Q1 2026 |
| GERMAN AMERICAN BANCORP, INC.$1.2B AUM | 9.88% | $115M | 1.68M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.03% | $111M | 1.63M | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.15% | $104M | 1.52M | Q1 2026 |
| Sageworth Trust Co$2.3B AUM | 4.16% | $97M | 1.41M | Q1 2026 |
| Sand Hill Global Advisors, LLC$3.0B AUM | 2.97% | $88M | 1.29M | Q1 2026 |
| Winthrop Advisory Group LLC$1.2B AUM | 7.11% | $87M | 1.27M | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.15% | $87M | 1.29M | Q4 2025OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 6.85% | $82M | 1.19M | Q1 2026 |
| GM Advisory Group, LLC$2.6B AUM | 2.88% | $75M | 1.09M | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.36% | $74M | 1.08M | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.26% | $73M | 1.07M | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $73M | 1.06M | Q1 2026 |
| Calamos Wealth Management LLC$2.9B AUM | 2.43% | $71M | 1.03M | Q1 2026 |
| Cliffwater LLC$377M AUM | 14.78% | $70M | 1.05M | Q4 2025OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.34% | $70M | 1.07M | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $69M | 1.01M | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.19% | $68M | 995.4K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $66M | 961.2K | Q1 2026 |
| TLWM$615M AUM | 11.59% | $64M | 940.1K | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.42% | $64M | 933.7K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $59M | 867.0K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.10% | $59M | 857.0K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 1.58% | $57M | 831.8K | Q1 2026 |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 4.08% | $51M | 748.9K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.37% | $50M | 731.0K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.02% | $48M | 700.0K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 1.03% | $48M | 696.6K | Q1 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 1.72% | $48M | 694.8K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.16% | $46M | 669.5K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.05% | $43M | 629.5K | Q1 2026 |
| Select Equity Group, L.P.$19.5B AUM | 0.17% | $40M | 600.3K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.04% | $39M | 562.6K | Q1 2026 |
| WHI TRUST Co LLC$133M AUM | 28.36% | $38M | 549.7K | Q1 2026 |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.03% | $38M | 549.0K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.29% | $37M | 536.0K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.10% | $36M | 527.6K | Q1 2026 |
| Abundance Wealth Counselors$697M AUM | 5.03% | $35M | 512.4K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 4.69% | $34M | 491.9K | Q1 2026 |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.75% | $32M | 473.7K | Q1 2026 |
| Resolute Advisors LLC$242M AUM | 13.40% | $32M | 473.5K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $32M | 472.6K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $32M | 471.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $31M | 456.4K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 1.64% | $31M | 456.0K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.15% | $31M | 455.4K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.17% | $30M | 440.5K | Q1 2026 |
| Premier Path Wealth Partners, LLC$767M AUM | 3.92% | $30M | 439.8K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.11% | $30M | 439.0K | Q1 2026 |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.06% | $30M | 436.0K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $30M | 432.8K | Q1 2026 |
| Cadence Bank$1.7B AUM | 1.72% | $29M | 438.0K | Q4 2025OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.43% | $29M | 429.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $29M | 428.5K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.01% | $29M | 426.3K | Q1 2026 |
| Clal Insurance Enterprises Holdings Ltd$16.6B AUM | 0.17% | $28M | 410.7K | Q1 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.12% | $27M | 395.8K | Q1 2026 |
| Financial Council, LLC$259M AUM | 10.23% | $27M | 387.3K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $25M | 366.2K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.04% | $24M | 347.4K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.13% | $24M | 346.4K | Q1 2026 |
| Cornerstone Wealth Group, LLC$1.6B AUM | 1.41% | $22M | 302.2K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.16% | $22M | 316.9K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $22M | 316.6K | Q1 2026 |
| Heritage Wealth Advisors$2.6B AUM | 0.83% | $21M | 309.0K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.04% | $21M | 305.8K | Q1 2026 |
| Proficio Capital Partners LLC$1.9B AUM | 1.10% | $21M | 302.0K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.75% | $20M | 331.7K | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.05% | $20M | 289.4K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.05% | $19M | 282.2K | Q1 2026 |
| Madrona Financial Services, LLC$457M AUM | 4.22% | $19M | 281.8K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.08% | $19M | 286.3K | Q4 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.06% | $18M | 268.0K | Q1 2026 |
| Atwater Malick LLC$370M AUM | 4.89% | $18M | 264.3K | Q1 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM | 0.19% | $18M | 263.2K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.02% | $18M | 257.8K | Q1 2026 |
| Dixon Mitchell Investment Counsel Inc.$2.9B AUM | 0.61% | $17M | 254.5K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.06% | $17M | 251.1K | Q1 2026 |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.35% | $17M | 246.5K | Q1 2026 |
| Horst & Graben Wealth Management LLC$729M AUM | 2.30% | $17M | 229.4K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.03% | $17M | 244.0K | Q1 2026 |
| Legacy Private Trust Co.$1.6B AUM | 0.97% | $16M | 231.2K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $16M | 229.9K | Q1 2026 |
| Sandbox Financial Partners, LLC$356M AUM | 4.31% | $15M | 223.9K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.51% | $15M | 219.7K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.02% | $15M | 396.4K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $15M | 218.6K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.17% | $15M | 215.0K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.28% | $15M | 212.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $14M | 210.9K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.25% | $14M | 196.2K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.32% | $14M | 205.7K | Q1 2026 |
| FSA WEALTH PARTNERS, INC.$210M AUM | 6.43% | $14M | 197.4K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.12% | $13M | 196.2K | Q1 2026 |
| CMH Wealth Management LLC$655M AUM | 2.28% | $13M | 194.2K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.04% | $13M | 189.6K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $13M | 187.2K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.06% | $13M | 183.3K | Q1 2026 |
| FFG Partners, LLC$352M AUM | 4.95% | $13M | 182.8K | Q1 2026 |
| One Wealth Advisors, LLC$803M AUM | 1.55% | $12M | 182.3K | Q1 2026 |
| Arcadia Wealth Management, LLC$276M AUM | 4.50% | $12M | 181.8K | Q1 2026 |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 1.08% | $12M | 174.4K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.01% | $12M | 169.0K | Q1 2026 |
| Cassia Capital Partners, LLC$194M AUM | 5.86% | $11M | 166.5K | Q1 2026 |
| CUMBERLAND ADVISORS INC$255M AUM | 4.44% | $11M | 165.9K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.78% | $11M | 151.3K | Q1 2026 |
| Trust Co$1.1B AUM | 1.05% | $11M | 163.6K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.06% | $11M | 162.1K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $11M | 159.4K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.03% | $10M | 148.5K | Q1 2026 |
| ICONIQ Capital, LLC$4.5B AUM | 0.22% | $10M | 146.5K | Q1 2026 |
| Rathbones Group PLC$48.4B AUM | 0.02% | $10M | 146.0K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.02% | $10M | 140.3K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.05% | $10M | 140.1K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.01% | $10M | 138.6K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $9M | 137.4K | Q1 2026 |
| PITCAIRN CO$0 AUM | 0.74% | $9M | 144.7K | Q3 2025OLDER |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.49% | $9M | 136.3K | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.03% | $9M | 135.3K | Q1 2026 |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.69% | $9M | 130.5K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.07% | $9M | 129.1K | Q1 2026 |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.42% | $9M | 127.2K | Q1 2026 |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.31% | $9M | 125.1K | Q1 2026 |
| MARTIN & CO INC /TN/$587M AUM | 1.45% | $9M | 124.3K | Q1 2026 |
| SENTINEL TRUST CO LBA$1.0B AUM | 0.84% | $8M | 123.8K | Q1 2026 |
| Hopwood Financial Services, Inc.$148M AUM | 5.70% | $8M | 123.4K | Q1 2026 |
| Midwestern Financial, LLC /IA$127M AUM | 6.50% | $8M | 120.7K | Q1 2026 |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.01% | $8M | 119.9K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $8M | 118.2K | Q1 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.97% | $8M | 117.2K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.35% | $8M | 115.5K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $8M | 112.5K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.11% | $8M | 103.3K | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.84% | $8M | 112.3K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.09% | $8M | 110.1K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.04% | $7M | 108.9K | Q1 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.34% | $7M | 108.3K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.10% | $7M | 107.0K | Q1 2026 |
| SSI INVESTMENT MANAGEMENT LLC$1.4B AUM | 0.50% | $7M | 106.8K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.06% | $7M | 105.9K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $7M | 104.4K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.04% | $7M | 103.3K | Q1 2026 |
| Clarendon Private LLC$130M AUM | 5.24% | $7M | 99.7K | Q1 2026 |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.44% | $7M | 98.8K | Q1 2026 |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.34% | $7M | 98.3K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.08% | $7M | 97.4K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.04% | $7M | 95.4K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $6M | 94.5K | Q1 2026 |
| CacheTech Inc.$519M AUM | 1.24% | $6M | 93.8K | Q1 2026 |
| Adams Wealth Management$455M AUM | 1.41% | $6M | 93.8K | Q1 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.11% | $6M | 87.1K | Q1 2026 |
| Procyon Advisors, LLC$2.3B AUM | 0.31% | $6M | 93.6K | Q1 2026 |
| Hobbs Wealth Management, LLC$101M AUM | 6.32% | $6M | 93.3K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.23% | $6M | 91.9K | Q1 2026 |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.07% | $6M | 90.0K | Q1 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT$79M AUM | 7.68% | $6M | 90.1K | Q1 2026 |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 0.12% | $6M | 88.1K | Q1 2026 |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 4.00% | $6M | 88.0K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.02% | $6M | 87.2K | Q1 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 0.42% | $6M | 87.1K | Q1 2026 |
| Arcus Capital Partners, LLC$278M AUM | 2.12% | $6M | 86.2K | Q1 2026 |
| Smith & Howard Wealth Management, LLC$462M AUM | 1.26% | $6M | 85.0K | Q1 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.56% | $6M | 84.3K | Q4 2025OLDER |
| Ehrenkranz Partners L.P.$126M AUM | 4.24% | $5M | 78.2K | Q1 2026 |
| Investment Research Partners LLC$246M AUM | 2.14% | $5M | 76.9K | Q1 2026 |
| Daviman Financial, LLC$169M AUM | 3.11% | $5M | 76.8K | Q1 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.07% | $5M | 76.1K | Q1 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.11% | $5M | 74.6K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.08% | $5M | 73.4K | Q1 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.15% | $5M | 75.2K | Q1 2026 |
| FourThought Financial Partners, LLC$1.2B AUM | 0.43% | $5M | 72.8K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.06% | $5M | 72.6K | Q1 2026 |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 2.28% | $5M | 71.2K | Q1 2026 |
| Gen-Wealth Partners Inc$317M AUM | 1.53% | $5M | 71.1K | Q1 2026 |
| Asempa Wealth Advisors$115M AUM | 4.11% | $5M | 68.1K | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 0.05% | $5M | 67.9K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.10% | $5M | 67.8K | Q1 2026 |
| St. Louis Trust Co$856M AUM | 0.53% | $5M | 66.3K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.05% | $4M | 65.5K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.32% | $4M | 65.1K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.09% | $4M | 63.2K | Q1 2026 |
| Hapanowicz & Associates Financial Services, Inc$251M AUM | 1.72% | $4M | 63.3K | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.18% | $4M | 66.5K | Q3 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.03% | $4M | 62.9K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $4M | 62.8K | Q1 2026 |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.01% | $4M | 62.0K | Q1 2026 |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.76% | $4M | 60.3K | Q1 2026 |
| NDWM LLC$154M AUM | 2.68% | $4M | 60.3K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.12% | $4M | 60.1K | Q1 2026 |
| CONNABLE OFFICE INC$1.0B AUM | 0.40% | $4M | 59.9K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.07% | $4M | 59.8K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $4M | 60.9K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 59.3K | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.07% | $4M | 59.3K | Q1 2026 |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 3.76% | $4M | 58.5K | Q1 2026 |
| Presidio Capital Management, LLC$344M AUM | 1.16% | $4M | 58.4K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.01% | $4M | 58.1K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.28% | $4M | 57.9K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.07% | $4M | 60.6K | Q3 2025OLDER |
| M.D. Sass, LLC$1.3B AUM | 0.30% | $4M | 57.3K | Q1 2026 |
| VERITY Wealth Advisors$150M AUM | 2.58% | $4M | 56.3K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $4M | 56.0K | Q1 2026 |
| CERTUITY, LLC$1.5B AUM | 0.25% | $4M | 54.6K | Q1 2026 |
| Dentgroup LLC$146M AUM | 2.55% | $4M | 55.4K | Q4 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.02% | $4M | 53.8K | Q1 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS$1.0B AUM | 0.35% | $4M | 53.6K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $4M | 52.9K | Q1 2026 |
| SVB WEALTH LLC$1.5B AUM | 0.24% | $4M | 52.8K | Q1 2026 |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.39% | $4M | 51.6K | Q1 2026 |
| BlueStem Wealth Partners, LLC$900M AUM | 0.39% | $4M | 51.3K | Q1 2026 |
| Fluent Financial, LLC$280M AUM | 1.27% | $3M | 47.5K | Q1 2026 |
| INVESTED ADVISORS$99M AUM | 3.47% | $3M | 50.2K | Q1 2026 |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.19% | $3M | 50.0K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 51.5K | Q1 2026 |
| Avail Investment Partners, LLC$94M AUM | 3.62% | $3M | 49.5K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.08% | $3M | 48.7K | Q1 2026 |
| Brightwater Advisory LLC$151M AUM | 2.18% | $3M | 48.2K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.02% | $3M | 48.1K | Q1 2026 |
| Sageworth Trust Co of South Dakota$126M AUM | 2.60% | $3M | 47.9K | Q1 2026 |
| Red Tortoise LLC$240M AUM | 1.34% | $3M | 47.0K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.18% | $3M | 46.9K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.02% | $3M | 46.9K | Q1 2026 |
| OAK FAMILY ADVISORS, LLC$355M AUM | 0.90% | $3M | 46.8K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.03% | $3M | 46.3K | Q1 2026 |
| EPIQ PARTNERS, LLC$236M AUM | 1.48% | $3M | 46.3K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.14% | $3M | 46.2K | Q1 2026 |
| Sharkey, Howes & Javer$829M AUM | 0.42% | $3M | 45.8K | Q1 2026 |
| Sierra Capital LLC$918M AUM | 0.34% | $3M | 45.5K | Q1 2026 |
| HARDING LOEVNER LP$9.7B AUM | 0.03% | $3M | 44.5K | Q1 2026 |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.06% | $3M | 44.4K | Q1 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.31% | $3M | 44.2K | Q1 2026 |
| Central Pacific Bank - Trust Division$984M AUM | 0.39% | $3M | 44.1K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.01% | $3M | 43.9K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.75% | $3M | 43.3K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $3M | 42.7K | Q1 2026 |
| Haverford Trust Co$10.9B AUM | 0.03% | $3M | 42.6K | Q1 2026 |
| Chatterton & Associates Inc.$143M AUM | 2.03% | $3M | 40.2K | Q1 2026 |
| Philip James Wealth Mangement, LLC$870M AUM | 0.33% | $3M | 42.0K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.12% | $3M | 40.9K | Q1 2026 |
| CITY HOLDING CO$800M AUM | 0.35% | $3M | 40.8K | Q1 2026 |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.33% | $3M | 40.4K | Q1 2026 |
| SYNTAX RESEARCH, INC.$157M AUM | 1.75% | $3M | 40.1K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $3M | 39.1K | Q1 2026 |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.04% | $3M | 38.9K | Q1 2026 |
| WealthPoint Financial, LLC$119M AUM | 2.22% | $3M | 38.7K | Q1 2026 |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.06% | $3M | 38.4K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.18% | $3M | 38.8K | Q1 2026 |
| Redwood Investment Management, LLC$805M AUM | 0.32% | $3M | 38.0K | Q1 2026 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.12% | $3M | 39.6K | Q3 2025OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.47% | $3M | 37.5K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 37.3K | Q1 2026 |
| THEORY FINANCIAL LLC$285M AUM | 0.90% | $3M | 37.2K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.14% | $3M | 37.0K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 37.0K | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.08% | $2M | 35.8K | Q1 2026 |
| NIXON PEABODY TRUST CO$1.3B AUM | 0.19% | $2M | 35.7K | Q1 2026 |
| Park Edge Advisors, LLC$434M AUM | 0.56% | $2M | 35.3K | Q1 2026 |
| Astoria Strategic Wealth, Inc.$394M AUM | 0.59% | $2M | 34.1K | Q1 2026 |
| ARS Investment Partners, LLC$2.3B AUM | 0.12% | $2M | 34.1K | Q1 2026 |
| Fund Evaluation Group, LLC$3.3B AUM | 0.07% | $2M | 33.7K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.09% | $2M | 33.3K | Q1 2026 |
| RiverFront Investment Group, LLC$6.5B AUM | 0.04% | $2M | 33.2K | Q1 2026 |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.07% | $2M | 33.1K | Q1 2026 |
| Allen Investment Management, LLC$8.1B AUM | 0.03% | $2M | 33.0K | Q1 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.02% | $2M | 34.6K | Q3 2025OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.12% | $2M | 31.9K | Q1 2026 |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.79% | $2M | 31.3K | Q1 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 0.15% | $2M | 31.1K | Q1 2026 |
| WEST PACES ADVISORS INC.$516M AUM | 0.41% | $2M | 31.1K | Q1 2026 |
| Fortis Capital Advisors, LLC$763M AUM | 0.28% | $2M | 31.0K | Q1 2026 |
| Summit Global Investments$1.7B AUM | 0.12% | $2M | 32.5K | Q3 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.24% | $2M | 30.7K | Q1 2026 |
| Community Bank, N.A.$840M AUM | 0.25% | $2M | 30.6K | Q1 2026 |
| Graypoint LLC$1.8B AUM | 0.12% | $2M | 33.8K | Q2 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 30.0K | Q1 2026 |
| WealthPLAN Partners, LLC$518M AUM | 0.40% | $2M | 29.9K | Q1 2026 |
| Bedel Financial Consulting, Inc.$888M AUM | 0.23% | $2M | 29.4K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $2M | 29.4K | Q1 2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM | 0.67% | $2M | 29.0K | Q1 2026 |
| Maia Wealth LLC$591M AUM | 0.33% | $2M | 28.8K | Q1 2026 |
| Wagner Wealth Management, Corp$111M AUM | 1.73% | $2M | 28.2K | Q1 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.03% | $2M | 28.2K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.03% | $2M | 28.7K | Q4 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.04% | $2M | 28.1K | Q1 2026 |
| Ramirez Asset Management, Inc.$832M AUM | 0.23% | $2M | 27.9K | Q1 2026 |
| Hardy Reed LLC$1.4B AUM | 0.14% | $2M | 27.9K | Q1 2026 |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.10% | $2M | 29.2K | Q3 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.11% | $2M | 27.7K | Q1 2026 |
| CHEMUNG CANAL TRUST CO$494M AUM | 0.38% | $2M | 27.6K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $2M | 27.1K | Q1 2026 |
| CIM, LLC$692M AUM | 0.26% | $2M | 26.6K | Q1 2026 |
| Navigation Group, LLC$427M AUM | 0.42% | $2M | 26.1K | Q1 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.07% | $2M | 26.0K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.03% | $2M | 26.6K | Q4 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.14% | $2M | 26.0K | Q1 2026 |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 0.01% | $2M | 25.7K | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 24.5K | Q1 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.10% | $2M | 26.6K | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 25.2K | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.03% | $2M | 25.0K | Q1 2026 |
| DKM Wealth Management, Inc.$139M AUM | 1.23% | $2M | 24.9K | Q1 2026 |
| ROVIN CAPITAL /UT/ /ADV$377M AUM | 0.45% | $2M | 25.4K | Q4 2025OLDER |
| XY Planning Network, Inc.$626M AUM | 0.27% | $2M | 24.4K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 24.6K | Q1 2026 |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.10% | $2M | 25.0K | Q4 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.03% | $2M | 24.3K | Q1 2026 |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.60% | $2M | 24.1K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.12% | $2M | 24.1K | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.04% | $2M | 24.1K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.09% | $2M | 23.7K | Q1 2026 |
| WEALTHGARDEN F.S. LLC$147M AUM | 1.10% | $2M | 23.6K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.02% | $2M | 23.3K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.05% | $2M | 22.9K | Q1 2026 |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 0.08% | $2M | 22.9K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.01% | $2M | 25.5K | Q2 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.05% | $2M | 22.6K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.02% | $2M | 22.3K | Q1 2026 |
| WealthTrak Capital Management LLC$140M AUM | 1.08% | $2M | 22.1K | Q1 2026 |
| Topsail Wealth Management, LLC$678M AUM | 0.22% | $2M | 21.9K | Q1 2026 |
| CONSILIO WEALTH ADVISORS, LLC$342M AUM | 0.44% | $1M | 21.9K | Q1 2026 |
| ORRSTOWN FINANCIAL SERVICES INC$674M AUM | 0.25% | $1M | 21.9K | Q1 2026 |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.98% | $1M | 21.7K | Q1 2026 |
| OAK ASSOCIATES LTD /OH/$1.5B AUM | 0.10% | $1M | 21.7K | Q1 2026 |
| OFS Enterprise LLC$392M AUM | 0.44% | $1M | 21.7K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.03% | $1M | 22.0K | Q4 2025OLDER |
| ORG Partners LLC$568M AUM | 0.26% | $1M | 21.9K | Q4 2025OLDER |
| Legacy Advisors, LLC$848M AUM | 0.17% | $1M | 21.4K | Q1 2026 |
| PENNINGTON PARTNERS & CO., LLC$292M AUM | 0.50% | $1M | 21.3K | Q1 2026 |
| Callan Family Office, LLC$4.4B AUM | 0.03% | $1M | 21.2K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 21.1K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.01% | $1M | 21.1K | Q1 2026 |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.77% | $1M | 20.6K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1M | 20.4K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.10% | $1M | 20.3K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.02% | $1M | 20.2K | Q1 2026 |
| Vann Equity Management LLC$140M AUM | 0.98% | $1M | 20.2K | Q1 2026 |
| Gutierrez Wealth Advisory, LLC$161M AUM | 0.86% | $1M | 20.1K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $1M | 20.1K | Q1 2026 |
| Smith Anglin Financial, LLC$1.1B AUM | 0.12% | $1M | 22.6K | Q2 2025OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.06% | $1M | 20.0K | Q1 2026 |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.10% | $1M | 19.8K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.01% | $1M | 22.1K | Q2 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $1M | 19.5K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $1M | 19.4K | Q1 2026 |
| Signet Private Wealth LLC$105M AUM | 1.25% | $1M | 19.1K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $1M | 19.0K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.01% | $1M | 19.0K | Q1 2026 |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.05% | $1M | 23.2K | Q2 2025OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.12% | $1M | 18.3K | Q1 2026 |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.03% | $1M | 18.3K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.03% | $1M | 20.6K | Q2 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.03% | $1M | 18.2K | Q1 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 0.43% | $1M | 18.0K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.01% | $1M | 17.7K | Q1 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.52% | $1M | 17.4K | Q1 2026 |
| Heck Capital Advisors, LLC$1.3B AUM | 0.09% | $1M | 17.3K | Q1 2026 |
| POWER WEALTH MANAGEMENT LLC$269M AUM | 0.44% | $1M | 17.1K | Q1 2026 |
| PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM | 0.09% | $1M | 17.0K | Q1 2026 |
| AllSquare Wealth Management LLC$189M AUM | 0.61% | $1M | 17.8K | Q4 2025OLDER |
| Mirador Capital Partners LP$817M AUM | 0.16% | $1M | 16.7K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $1M | 15.8K | Q1 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.06% | $1M | 16.5K | Q1 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.30% | $1M | 16.3K | Q1 2026 |
| First City Capital Management, Inc.$189M AUM | 0.59% | $1M | 16.3K | Q1 2026 |
| Jordan Park Group LLC$1.9B AUM | 0.06% | $1M | 16.0K | Q1 2026 |
| High Probability Advisors, LLC$781M AUM | 0.14% | $1M | 16.0K | Q1 2026 |
| FULTON BANK, N.A.$3.3B AUM | 0.04% | $1M | 15.6K | Q1 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM | 0.90% | $1M | 15.6K | Q1 2026 |
| Aries Wealth Management$455M AUM | 0.23% | $1M | 15.4K | Q1 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 0.10% | $1M | 15.1K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $1M | 15.1K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 15.0K | Q1 2026 |
| Yost Capital Management, LP$69M AUM | 1.48% | $1M | 15.2K | Q4 2025OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.61% | $1M | 14.9K | Q1 2026 |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.10% | $1M | 15.0K | Q4 2025OLDER |
| HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM | 0.15% | $1M | 14.7K | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $1M | 14.7K | Q1 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 0.23% | $998,840 | 14.6K | Q1 2026 |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.05% | $997,368 | 14.6K | Q1 2026 |
| Keel Point, LLC$1.5B AUM | 0.06% | $986,073 | 14.7K | Q4 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.03% | $972,589 | 13.9K | Q4 2025OLDER |
| Unconventional Investor, LLC$211M AUM | 0.45% | $954,456 | 13.9K | Q1 2026 |
| RDA Financial Network$459M AUM | 0.24% | $951,733 | 13.9K | Q1 2026 |
| Cullen Capital Management, LLC$9.8B AUM | 0.01% | $945,297 | 13.8K | Q1 2026 |
| HARBOR ADVISORY CORP /MA/$333M AUM | 0.28% | $944,544 | 13.8K | Q1 2026 |
| Elevation Wealth Management LLC$109M AUM | 0.86% | $942,162 | 13.8K | Q1 2026 |
| Centurion Wealth Management LLC$418M AUM | 0.21% | $933,178 | 13.6K | Q1 2026 |
| GatePass Capital, LLC$214M AUM | 0.43% | $924,824 | 13.5K | Q1 2026 |
| Ironwood Investment Counsel, LLC$694M AUM | 0.13% | $914,006 | 13.3K | Q1 2026 |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.90% | $903,720 | 13.2K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $887,727 | 13.2K | Q4 2025OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.55% | $887,436 | 13.0K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.03% | $884,365 | 12.9K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.09% | $884,135 | 13.2K | Q4 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $882,182 | 12.9K | Q1 2026 |
| Clare Market Investments LLC$478M AUM | 0.18% | $878,470 | 12.8K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $876,142 | 12.8K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $875,339 | 12.8K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $874,107 | 12.8K | Q1 2026 |
| Oldfather Financial Services, LLC$336M AUM | 0.26% | $861,445 | 12.8K | Q4 2025OLDER |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 0.76% | $859,298 | 12.6K | Q1 2026 |
| Pictet North America Advisors SA$1.0B AUM | 0.08% | $852,452 | 12.4K | Q1 2026 |
| Fort Sheridan Advisors LLC$828M AUM | 0.10% | $850,192 | 12.4K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.03% | $845,605 | 12.3K | Q1 2026 |
| Security National Bank$838M AUM | 0.12% | $842,250 | 12.3K | Q1 2026 |
| LongView Wealth Management$390M AUM | 0.21% | $840,878 | 11.4K | Q1 2026 |
| David Wealth Management LLC$134M AUM | 0.63% | $839,692 | 13.8K | Q2 2025OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.10% | $838,941 | 12.3K | Q1 2026 |
| Lakeshore Capital Group, Inc.$123M AUM | 0.68% | $838,346 | 12.2K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $828,959 | 12.1K | Q1 2026 |
| Euro Pacific Asset Management, LLC$1.0B AUM | 0.09% | $828,000 | 12.3K | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.05% | $802,811 | 11.7K | Q1 2026 |
| Advance Capital Management, Inc.$2.6B AUM | 0.03% | $797,224 | 11.6K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.18% | $796,785 | 11.6K | Q1 2026 |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.05% | $796,475 | 11.6K | Q1 2026 |
| ABLE Financial Group, LLC$511M AUM | 0.16% | $794,800 | 11.6K | Q1 2026 |
| Weil Company, Inc.$445M AUM | 0.18% | $794,526 | 11.6K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.06% | $794,522 | 13.0K | Q2 2025OLDER |
| Midwest Trust Co$8.0B AUM | 0.01% | $789,528 | 11.5K | Q1 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.02% | $783,562 | 11.4K | Q1 2026 |
| Canopy Partners, LLC$291M AUM | 0.27% | $783,091 | 11.4K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $774,558 | 11.3K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.02% | $766,954 | 11.2K | Q1 2026 |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.10% | $765,556 | 11.2K | Q1 2026 |
| Advisor OS, LLC$1.4B AUM | 0.06% | $765,494 | 11.2K | Q1 2026 |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.05% | $760,496 | 11.1K | Q1 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.08% | $753,078 | 11.0K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $749,747 | 10.9K | Q1 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.59% | $748,719 | 10.9K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.04% | $736,395 | 10.8K | Q1 2026 |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.15% | $732,287 | 10.7K | Q1 2026 |
| Valtrion Capital Management, LLC$106M AUM | 0.69% | $730,101 | 10.7K | Q1 2026 |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.76% | $726,879 | 10.6K | Q1 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $726,261 | 10.6K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.03% | $722,153 | 10.5K | Q1 2026 |
| Apeiron RIA LLC$431M AUM | 0.17% | $717,566 | 10.5K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $717,018 | 10.5K | Q1 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 0.10% | $708,322 | 10.3K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $706,950 | 10.6K | Q4 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $706,541 | 10.3K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.26% | $705,801 | 10.3K | Q1 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM | 0.37% | $702,487 | 10.3K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $700,087 | 10.2K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $698,142 | 10.7K | Q3 2025OLDER |
| Investor's Fiduciary Advisor Network, LLC$326M AUM | 0.21% | $697,000 | 10.2K | Q1 2026 |
| Palatine Hill Wealth Management, LLC$115M AUM | 0.61% | $696,893 | 10.2K | Q1 2026 |
| MN Wealth Advisors, LLC$206M AUM | 0.34% | $694,423 | 10.1K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.02% | $694,184 | 10.1K | Q1 2026 |
| Parkway Wealth Management Group, LLC$791M AUM | 0.09% | $686,992 | 9.5K | Q1 2026 |
| October Effect Ltd$87M AUM | 0.79% | $686,823 | 10.0K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $685,532 | 10.0K | Q1 2026 |
| Operose Advisors LLC$431M AUM | 0.16% | $683,332 | 10.0K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.03% | $682,735 | 10.0K | Q1 2026 |
| Next Capital Management LLC$330M AUM | 0.21% | $681,893 | 10.0K | Q1 2026 |
| WBH ADVISORY INC$1.3B AUM | 0.05% | $675,138 | 9.7K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.05% | $667,405 | 9.7K | Q1 2026 |
| Williams & Novak, LLC$151M AUM | 0.50% | $663,715 | 9.6K | Q1 2026 |
| Madison Asset Management, LLC$8.1B AUM | 0.01% | $663,714 | 9.9K | Q4 2025OLDER |
| McAdam, LLC$2.2B AUM | 0.03% | $663,200 | 9.7K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $657,938 | 9.6K | Q1 2026 |
| SlateStone Wealth, LLC$1.2B AUM | 0.05% | $657,000 | 9.6K | Q1 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.18% | $649,096 | 9.5K | Q1 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.02% | $648,879 | 9.7K | Q4 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.03% | $646,725 | 9.6K | Q1 2026 |
| Lantern Wealth Advisors, LLC$195M AUM | 0.33% | $646,494 | 9.4K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.02% | $645,995 | 9.4K | Q1 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.07% | $641,564 | 9.4K | Q1 2026 |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $626,323 | 9.3K | Q4 2025OLDER |
| PHILADELPHIA TRUST CO$1.4B AUM | 0.04% | $624,000 | 9.1K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.03% | $609,339 | 10.0K | Q2 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.01% | $608,151 | 8.9K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.02% | $605,630 | 9.0K | Q4 2025OLDER |
| Cynosure Group, LLC$800M AUM | 0.08% | $602,125 | 8.8K | Q1 2026 |
| New England Professional Planning Group Inc.$239M AUM | 0.25% | $599,607 | 8.8K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $594,947 | 8.7K | Q1 2026 |
| State of Wyoming$844M AUM | 0.07% | $594,046 | 8.7K | Q1 2026 |
| Joel Adams & Associates, Inc.$135M AUM | 0.44% | $592,003 | 8.6K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.12% | $591,033 | 8.6K | Q1 2026 |
| OMNI 360 Wealth, Inc.$194M AUM | 0.30% | $590,828 | 8.6K | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.05% | $590,178 | 8.6K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $582,535 | 8.5K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $579,886 | 8.5K | Q1 2026 |
| Gladwyn Financial Advisors, Inc.$160M AUM | 0.40% | $574,950 | 8.4K | Q1 2026 |
| Financial Advisors, LLC$564M AUM | 0.10% | $572,738 | 8.8K | Q3 2025OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.04% | $572,588 | 8.4K | Q1 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 0.08% | $568,301 | 8.3K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $567,961 | 9.3K | Q2 2025OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $567,616 | 8.3K | Q1 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.00% | $562,207 | 8.2K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.02% | $555,836 | 8.1K | Q1 2026 |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.24% | $552,690 | 8.1K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.