AGGISHARES TR
CUSIP 464287226 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (AGG) has 2,053 institutional holders in Filings Flow’s 13F database, together reporting 1.21B shares worth $120.3B as of Q1 2026. The largest reported holders are Jones Financial Companies Lllp, Raymond James Financial Inc, and Bank Of America Corp /De/.
Institutional Holders
2,053
Q1 2026
Reported Value
$120.3B
Ticker
AGG
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 6.26% | $13.0B | 132.17M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 2.71% | $8.8B | 88.71M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.51% | $6.9B | 69.66M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 1.19% | $6.3B | 63.70M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.09% | $5.3B | 53.43M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 1.18% | $4.4B | 44.58M | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 5.13% | $4.2B | 42.55M | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 5.78% | $3.9B | 39.35M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.19% | $3.2B | 32.52M | Q1 2026 |
| Betterment LLC$52.8B AUM | 4.50% | $2.4B | 23.91M | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.27% | $2.1B | 20.76M | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 1.61% | $1.5B | 15.25M | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 3.00% | $1.5B | 14.93M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.34% | $1.5B | 14.63M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.16% | $1.4B | 14.12M | Q1 2026 |
| Creative Planning$147.4B AUM | 0.94% | $1.4B | 14.03M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.37% | $1.4B | 13.88M | Q1 2026 |
| Mariner, LLC$85.7B AUM | 1.59% | $1.4B | 13.75M | Q1 2026 |
| Acorns Advisers, LLC$13.5B AUM | 9.94% | $1.3B | 13.47M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.09% | $1.3B | 13.49M | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.79% | $1.3B | 12.96M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.18% | $1.2B | 11.98M | Q1 2026 |
| WealthNavi Inc.$11.5B AUM | 9.91% | $1.1B | 11.51M | Q1 2026 |
| Arizona PSPRS Trust$2.7B AUM | 41.66% | $1.1B | 11.41M | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.59% | $1.0B | 10.34M | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 5.05% | $919M | 9.27M | Q2 2025OLDER |
| FMR LLC$1.90T AUM | 0.05% | $902M | 9.09M | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 1.25% | $884M | 8.90M | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 9.39% | $858M | 8.65M | Q1 2026 |
| Johns Hopkins University$1.4B AUM | 57.73% | $797M | 8.02M | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 1.01% | $746M | 7.51M | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.67% | $727M | 7.32M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.12% | $670M | 6.74M | Q1 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION$851M AUM | 78.50% | $668M | 6.73M | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.12% | $660M | 6.65M | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.10% | $652M | 6.57M | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 2.40% | $624M | 6.28M | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 1.08% | $619M | 6.24M | Q1 2026 |
| Constellation Investments, Inc.$3.2B AUM | 19.51% | $588M | 5.92M | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.68% | $569M | 5.73M | Q1 2026 |
| Members Trust Co$3.0B AUM | 18.88% | $568M | 5.72M | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 3.11% | $513M | 5.17M | Q1 2026 |
| Mastercard Foundation Asset Management Corp$33.7B AUM | 1.22% | $410M | 4.13M | Q1 2026 |
| SigFig Wealth Management, LLC$3.8B AUM | 11.98% | $408M | 4.11M | Q1 2026 |
| Simplify Asset Management Inc.$6.5B AUM | 6.25% | $407M | 4.10M | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 1.78% | $396M | 3.99M | Q2 2025OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 2.09% | $396M | 3.99M | Q2 2025OLDER |
| &PARTNERS$20.2B AUM | 1.92% | $389M | 3.92M | Q1 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 3.28% | $388M | 3.91M | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 1.90% | $372M | 3.75M | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.16% | $367M | 3.70M | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 4.22% | $365M | 3.68M | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 12.24% | $362M | 3.62M | Q4 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.16% | $339M | 3.41M | Q1 2026 |
| South Dakota Investment Council$5.2B AUM | 6.19% | $325M | 3.27M | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 1.56% | $317M | 3.19M | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.58% | $316M | 3.18M | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 1.68% | $304M | 3.06M | Q1 2026 |
| MASON STREET ADVISORS, LLC$1.0B AUM | 29.58% | $303M | 3.05M | Q1 2026 |
| Balentine LLC$2.5B AUM | 11.85% | $294M | 2.96M | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.09% | $286M | 2.86M | Q1 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 2.37% | $272M | 2.74M | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.29% | $271M | 2.73M | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.32% | $258M | 2.60M | Q1 2026 |
| COMERICA BANK$25.1B AUM | 1.02% | $257M | 2.57M | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 1.25% | $252M | 2.53M | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 2.78% | $243M | 2.45M | Q1 2026 |
| Stairway Partners, LLC$2.1B AUM | 12.52% | $242M | 2.44M | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.03% | $241M | 2.43M | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 1.71% | $241M | 2.43M | Q1 2026 |
| Disciplina Capital Management LLC$944M AUM | 23.54% | $222M | 2.24M | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.32% | $215M | 2.17M | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.21% | $200M | 2.01M | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 3.01% | $197M | 1.99M | Q1 2026 |
| Charter Oak Capital Management, LLC$1.3B AUM | 14.60% | $188M | 1.90M | Q1 2026 |
| Quotient Wealth Partners, LLC$3.8B AUM | 4.91% | $187M | 1.88M | Q1 2026 |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 3.92% | $186M | 1.88M | Q1 2026 |
| TIAA Wealth Investment Management LLC$13.1B AUM | 1.39% | $183M | 1.84M | Q1 2026 |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 2.04% | $181M | 1.82M | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 5.69% | $178M | 1.79M | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.25% | $177M | 1.78M | Q1 2026 |
| Howard Capital Management Inc.$6.1B AUM | 2.82% | $172M | 1.73M | Q1 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 2.31% | $169M | 1.70M | Q1 2026 |
| Destination Wealth Management$3.9B AUM | 4.35% | $167M | 1.69M | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 2.26% | $166M | 1.67M | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.06% | $162M | 1.63M | Q1 2026 |
| Capital Asset Advisory Services LLC$2.6B AUM | 6.20% | $161M | 1.62M | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.18% | $158M | 1.59M | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 4.21% | $152M | 1.53M | Q1 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 2.87% | $151M | 1.53M | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.79% | $150M | 1.51M | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.38% | $146M | 1.47M | Q1 2026 |
| REBALANCE, LLC$1.7B AUM | 8.42% | $145M | 1.46M | Q1 2026 |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.35% | $140M | 1.41M | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.02% | $138M | 1.39M | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.37% | $135M | 1.36M | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 1.98% | $135M | 1.36M | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.19% | $135M | 1.42M | Q1 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 2.72% | $134M | 1.35M | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.09% | $134M | 1.35M | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.15% | $134M | 1.34M | Q1 2026 |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 2.71% | $132M | 1.33M | Q1 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 4.80% | $131M | 1.32M | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 1.61% | $131M | 1.32M | Q1 2026 |
| Trajan Wealth LLC$2.5B AUM | 5.26% | $130M | 1.31M | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.04% | $127M | 1.28M | Q1 2026 |
| V-Square Quantitative Management LLC$946M AUM | 13.32% | $126M | 1.27M | Q1 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 3.94% | $124M | 1.25M | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 2.14% | $123M | 1.24M | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.06% | $114M | 1.15M | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.19% | $114M | 1.15M | Q1 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 1.90% | $113M | 1.14M | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.39% | $108M | 1.09M | Q1 2026 |
| Center for Financial Planning, Inc.$958M AUM | 10.92% | $105M | 1.05M | Q1 2026 |
| GenTrust, LLC$2.3B AUM | 4.44% | $104M | 1.05M | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.88% | $104M | 1.04M | Q1 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 10.76% | $103M | 1.04M | Q1 2026 |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.06% | $99M | 992.6K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 3.07% | $98M | 990.3K | Q1 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 6.26% | $97M | 980.5K | Q1 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 1.55% | $97M | 975.9K | Q1 2026 |
| Affiance Financial, LLC$695M AUM | 15.64% | $97M | 972.1K | Q1 2026 |
| MACQUARIE GROUP LTD$16.8B AUM | 0.11% | $95M | 948.3K | Q3 2025OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 3.92% | $95M | 952.3K | Q1 2026 |
| Freestone Capital Holdings, LLC$3.3B AUM | 2.86% | $94M | 948.4K | Q1 2026 |
| Meridian Wealth Partners, LLC$729M AUM | 12.85% | $94M | 943.2K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 1.07% | $93M | 940.9K | Q1 2026 |
| 1832 Asset Management L.P.$108.8B AUM | 0.09% | $93M | 940.5K | Q1 2026 |
| Greenspring Advisors, LLC$1.6B AUM | 5.68% | $93M | 938.4K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 1.68% | $92M | 929.7K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 2.08% | $92M | 927.5K | Q1 2026 |
| Stamos Capital Partners, L.P.$640M AUM | 14.37% | $92M | 926.1K | Q1 2026 |
| OARSMAN CAPITAL, INC.$806M AUM | 11.28% | $91M | 915.5K | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 3.08% | $89M | 898.3K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.20% | $86M | 859.7K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.31% | $85M | 855.0K | Q1 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY$328M AUM | 25.64% | $84M | 847.7K | Q1 2026 |
| iA Global Asset Management Inc.$7.1B AUM | 1.19% | $84M | 846.3K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 5.53% | $84M | 844.1K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.03% | $83M | 835.0K | Q1 2026 |
| Koss-Olinger Consulting, LLC$1.2B AUM | 6.90% | $82M | 829.4K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.20% | $82M | 827.5K | Q1 2026 |
| Ellenbecker Investment Group$743M AUM | 10.99% | $82M | 822.2K | Q1 2026 |
| NEOS Investment Management LLC$19.8B AUM | 0.41% | $81M | 821.8K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.64% | $79M | 800.1K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.15% | $78M | 787.7K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.48% | $78M | 786.7K | Q1 2026 |
| Bouchey Financial Group Ltd$1.4B AUM | 5.64% | $77M | 772.1K | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 1.26% | $75M | 754.9K | Q1 2026 |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.60% | $75M | 752.3K | Q1 2026 |
| Juniper Hill Capital Management LP$0 AUM | 17.57% | $74M | 736.5K | Q4 2025OLDER |
| RATIONAL ADVISORS, INC.$980M AUM | 7.28% | $71M | 718.6K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.02% | $71M | 716.2K | Q1 2026 |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 4.14% | $71M | 712.9K | Q1 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.60% | $71M | 712.4K | Q1 2026 |
| Charles Schwab Trust Co$1.8B AUM | 4.54% | $70M | 705.8K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 3.89% | $70M | 700.6K | Q1 2026 |
| Verger Capital Management LLC$339M AUM | 20.44% | $69M | 698.5K | Q1 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 4.47% | $69M | 698.0K | Q1 2026 |
| Professional Financial Advisors, LLC$578M AUM | 14.06% | $69M | 695.4K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.07% | $69M | 694.8K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.03% | $69M | 694.6K | Q1 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.12% | $68M | 685.9K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 1.79% | $67M | 675.7K | Q1 2026 |
| Trust Co$1.1B AUM | 6.19% | $66M | 665.3K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 1.84% | $66M | 662.3K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.51% | $66M | 661.5K | Q1 2026 |
| Sand Hill Global Advisors, LLC$3.0B AUM | 2.21% | $66M | 660.8K | Q1 2026 |
| Bell Bank$2.4B AUM | 2.76% | $65M | 656.4K | Q1 2026 |
| Prentice Wealth Management LLC$484M AUM | 14.60% | $65M | 651.8K | Q1 2026 |
| Permanent Capital Management, LP$643M AUM | 9.98% | $64M | 647.4K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.17% | $63M | 635.2K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.77% | $62M | 629.4K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.19% | $62M | 621.2K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.61% | $62M | 620.6K | Q1 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 3.55% | $62M | 620.3K | Q1 2026 |
| Octavia Wealth Advisors, LLC$1.0B AUM | 5.83% | $61M | 613.8K | Q1 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 1.09% | $61M | 609.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.23% | $60M | 609.0K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 2.17% | $60M | 608.4K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.18% | $60M | 607.8K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.45% | $59M | 592.8K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.12% | $59M | 590.6K | Q1 2026 |
| Rock Creek Group LLC$988M AUM | 5.92% | $58M | 589.1K | Q1 2026 |
| Chaney Capital Management, Inc.$284M AUM | 20.15% | $57M | 575.9K | Q1 2026 |
| Adaptive Financial Consulting, LLC$261M AUM | 21.83% | $57M | 574.3K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.86% | $56M | 569.1K | Q1 2026 |
| Planning Project LLC$398M AUM | 14.02% | $56M | 558.7K | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.63% | $55M | 558.9K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.22% | $55M | 558.1K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 1.97% | $55M | 551.1K | Q1 2026 |
| Bricktown Capital, LLC$508M AUM | 10.60% | $54M | 542.2K | Q1 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 7.29% | $53M | 536.3K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.34% | $53M | 533.0K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.59% | $53M | 533.9K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.76% | $53M | 533.9K | Q1 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS$1.0B AUM | 5.12% | $53M | 533.7K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.58% | $52M | 529.4K | Q1 2026 |
| GoalFusion Wealth Management, LLC$220M AUM | 23.58% | $52M | 523.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $51M | 518.0K | Q1 2026 |
| Mascoma Wealth Management LLC$484M AUM | 10.40% | $50M | 507.1K | Q1 2026 |
| FORM Wealth Advisors, LLC$854M AUM | 5.89% | $50M | 506.4K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.28% | $50M | 504.8K | Q1 2026 |
| Liquid Strategies, LLC$465M AUM | 10.64% | $50M | 499.1K | Q1 2026 |
| National Philanthropic Trust$3.8B AUM | 1.08% | $49M | 505.3K | Q1 2026 |
| Keel Point, LLC$1.5B AUM | 2.96% | $49M | 492.7K | Q4 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 1.02% | $49M | 495.0K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.55% | $49M | 494.5K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.20% | $48M | 488.2K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.23% | $48M | 483.7K | Q1 2026 |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 2.39% | $48M | 483.7K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.66% | $48M | 482.2K | Q1 2026 |
| Legacy Wealth Partners, LLC$399M AUM | 11.98% | $48M | 481.3K | Q1 2026 |
| Abound Wealth Management$504M AUM | 10.85% | $48M | 480.8K | Q1 2026 |
| Fort Point Capital Partners LLC$825M AUM | 5.76% | $47M | 478.4K | Q1 2026 |
| Twele Capital Management, Inc.$561M AUM | 8.41% | $47M | 475.3K | Q1 2026 |
| Single Point Partners, LLC$503M AUM | 9.35% | $47M | 1.56M | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.08% | $47M | 468.6K | Q1 2026 |
| Gridiron Partners, LLC$164M AUM | 28.27% | $46M | 467.7K | Q1 2026 |
| Legacy Financial Strategies, LLC$554M AUM | 8.34% | $46M | 465.8K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 1.19% | $46M | 462.5K | Q2 2025OLDER |
| Boston Partners$95.5B AUM | 0.05% | $45M | 456.8K | Q1 2026 |
| Full Sail Capital, LLC$1.8B AUM | 2.49% | $45M | 450.9K | Q3 2025OLDER |
| Black Diamond Financial, LLC$916M AUM | 4.87% | $45M | 449.6K | Q1 2026 |
| AMARILLO NATIONAL BANK$566M AUM | 7.88% | $45M | 449.4K | Q1 2026 |
| MTC Wealth Management LLC$211M AUM | 21.18% | $45M | 449.2K | Q1 2026 |
| Fiduciary Group, LLC$1.2B AUM | 3.80% | $44M | 447.9K | Q1 2026 |
| Cornerstone Management, Inc.$628M AUM | 7.05% | $44M | 445.9K | Q1 2026 |
| James J. Burns & Company, LLC$737M AUM | 6.00% | $44M | 445.6K | Q1 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.66% | $43M | 438.0K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 1.50% | $43M | 438.0K | Q1 2026 |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 2.30% | $43M | 433.6K | Q1 2026 |
| DB Fitzpatrick & Co, Inc$117M AUM | 36.57% | $43M | 430.3K | Q1 2026 |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 1.02% | $43M | 424.0K | Q3 2025OLDER |
| BUFFALO BUSINESS & ESTATE SERVICES LTD$689M AUM | 6.16% | $42M | 427.7K | Q1 2026 |
| Beirne Wealth Consulting Services, LLC$503M AUM | 11.96% | $42M | 426.0K | Q1 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 6.13% | $42M | 425.4K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.75% | $42M | 421.3K | Q4 2025OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 2.52% | $42M | 423.7K | Q1 2026 |
| Smithfield Trust Co$2.3B AUM | 1.81% | $42M | 418.4K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.44% | $41M | 412.1K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.05% | $41M | 409.6K | Q1 2026 |
| Towercrest Capital Management$642M AUM | 6.32% | $41M | 408.3K | Q1 2026 |
| Arbor Investment Advisors, LLC$768M AUM | 5.26% | $40M | 407.4K | Q1 2026 |
| Buck Wealth Strategies, LLC$810M AUM | 4.99% | $40M | 406.8K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.78% | $40M | 405.5K | Q1 2026 |
| WHI TRUST Co LLC$133M AUM | 30.27% | $40M | 404.8K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 1.03% | $40M | 400.4K | Q1 2026 |
| eCIO, Inc.$228M AUM | 17.45% | $40M | 400.0K | Q1 2026 |
| BRAVE ASSET MANAGEMENT INC$467M AUM | 9.29% | $40M | 399.5K | Q1 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 2.58% | $40M | 398.2K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.13% | $39M | 397.0K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.03% | $39M | 394.9K | Q1 2026 |
| SYON CAPITAL LLC$2.0B AUM | 1.97% | $39M | 394.3K | Q1 2026 |
| Lifestyle Asset Management, Inc.$306M AUM | 12.77% | $39M | 393.7K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.17% | $39M | 391.9K | Q1 2026 |
| VICUS CAPITAL$1.4B AUM | 2.85% | $39M | 390.8K | Q1 2026 |
| Bristlecone Advisors, LLC$1.2B AUM | 3.23% | $39M | 385.5K | Q3 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.06% | $39M | 388.3K | Q1 2026 |
| Discipline Wealth Solutions, LLC$950M AUM | 4.05% | $38M | 387.8K | Q1 2026 |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 2.52% | $38M | 379.4K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 1.64% | $37M | 375.8K | Q1 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM | 3.32% | $37M | 375.7K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 1.66% | $37M | 374.8K | Q1 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 2.14% | $37M | 370.2K | Q1 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 1.51% | $37M | 370.0K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 1.62% | $37M | 369.6K | Q1 2026 |
| Lineweaver Wealth Advisors, LLC$845M AUM | 4.92% | $36M | 367.5K | Q1 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 3.78% | $36M | 367.1K | Q1 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 3.85% | $36M | 366.3K | Q1 2026 |
| BRIGHT FINANCIAL ADVISORS, INC.$218M AUM | 16.43% | $36M | 361.1K | Q1 2026 |
| TECTONIC ADVISORS LLC$1.9B AUM | 1.89% | $36M | 360.5K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 1.36% | $36M | 359.7K | Q1 2026 |
| First Bank & Trust$680M AUM | 5.72% | $36M | 357.7K | Q1 2026 |
| Shakespeare Wealth Management, LLC$422M AUM | 7.84% | $35M | 355.3K | Q4 2025OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.07% | $35M | 357.0K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 1.09% | $35M | 356.8K | Q1 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.25% | $35M | 355.2K | Q1 2026 |
| Daybright Advisory Services, Inc.$361M AUM | 9.69% | $35M | 352.5K | Q1 2026 |
| LVZ, Inc.$984M AUM | 3.96% | $35M | 349.7K | Q1 2026 |
| Acumen Wealth Advisors, LLC$372M AUM | 9.29% | $35M | 348.0K | Q1 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC$239M AUM | 17.45% | $34M | 344.6K | Q4 2025OLDER |
| Passaic Partners LLC$1.1B AUM | 3.22% | $34M | 346.7K | Q1 2026 |
| Tandem Wealth Advisors LLC$224M AUM | 15.22% | $34M | 343.9K | Q1 2026 |
| Cordoba Advisory Partners LLC$362M AUM | 8.42% | $34M | 341.2K | Q4 2025OLDER |
| UNITED BANK$781M AUM | 4.36% | $34M | 343.1K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 1.74% | $34M | 338.2K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.61% | $33M | 337.2K | Q1 2026 |
| UNIQUE WEALTH, LLC$723M AUM | 4.61% | $33M | 335.5K | Q1 2026 |
| Global Endowment Management, LP$896M AUM | 3.71% | $33M | 334.7K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.44% | $33M | 333.0K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.03% | $33M | 327.1K | Q4 2025OLDER |
| Fund Evaluation Group, LLC$3.3B AUM | 1.00% | $33M | 328.2K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.39% | $33M | 327.4K | Q1 2026 |
| SVB WEALTH LLC$1.5B AUM | 2.12% | $32M | 324.8K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.58% | $32M | 324.7K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.58% | $32M | 321.8K | Q1 2026 |
| a16z Perennial Management, L.P.$1.2B AUM | 2.65% | $32M | 321.2K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.41% | $32M | 321.1K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.05% | $32M | 317.8K | Q4 2025OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 1.20% | $32M | 317.7K | Q1 2026 |
| ETF Portfolio Partners, Inc.$381M AUM | 8.26% | $31M | 316.8K | Q1 2026 |
| P/E Global LLC$1.3B AUM | 2.45% | $31M | 313.0K | Q1 2026 |
| Summit Asset Management, LLC$719M AUM | 4.31% | $31M | 311.8K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.50% | $31M | 309.9K | Q1 2026 |
| First Citizens Asset Management, Inc.$313M AUM | 10.87% | $31M | 308.8K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 1.04% | $30M | 306.7K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.05% | $30M | 305.9K | Q1 2026 |
| Marquette Asset Management, LLC$779M AUM | 4.53% | $30M | 305.1K | Q1 2026 |
| Fort Henry Capital, LLC$165M AUM | 18.30% | $30M | 304.8K | Q1 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 3.31% | $30M | 304.3K | Q1 2026 |
| Heartwood Wealth Advisors LLC$1.1B AUM | 2.61% | $30M | 301.2K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.91% | $30M | 299.1K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 1.80% | $30M | 297.9K | Q1 2026 |
| Markin Asset Management, LP$117M AUM | 32.08% | $29M | 294.4K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.83% | $29M | 293.5K | Q1 2026 |
| Sequent Planning LLC$414M AUM | 7.01% | $29M | 291.9K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.16% | $29M | 291.7K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 1.63% | $29M | 289.5K | Q1 2026 |
| COUNTRY TRUST BANK$5.3B AUM | 0.55% | $29M | 289.9K | Q1 2026 |
| Grey Fox Wealth Advisors, LLC$637M AUM | 5.55% | $29M | 289.5K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.41% | $28M | 285.2K | Q1 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 1.52% | $28M | 281.8K | Q1 2026 |
| GP Brinson Investments LLC$245M AUM | 12.64% | $28M | 280.6K | Q1 2026 |
| Hudson Capital Management LLC$387M AUM | 7.08% | $27M | 275.8K | Q1 2026 |
| Kopp Family Office, LLC$163M AUM | 18.80% | $27M | 275.3K | Q1 2026 |
| Elm Partners Management LLC$2.3B AUM | 1.18% | $27M | 275.7K | Q1 2026 |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 3.21% | $27M | 274.0K | Q1 2026 |
| Financial Designs Corp$180M AUM | 15.09% | $27M | 273.0K | Q1 2026 |
| Parkside Advisors LLC$455M AUM | 5.95% | $27M | 272.9K | Q2 2025OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.18% | $27M | 272.5K | Q1 2026 |
| Ted Buchan & Co$275M AUM | 9.81% | $27M | 272.0K | Q1 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.47% | $27M | 272.2K | Q1 2026 |
| 1607 Capital Partners, LLC$1.4B AUM | 1.94% | $27M | 271.1K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.25% | $27M | 269.2K | Q1 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 7.56% | $27M | 267.4K | Q1 2026 |
| BANK OF HAWAII$1.9B AUM | 1.39% | $26M | 266.9K | Q1 2026 |
| Eley Financial Management, Inc$277M AUM | 9.54% | $26M | 266.2K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.42% | $26M | 263.4K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.56% | $26M | 263.2K | Q1 2026 |
| Efficient Advisors, LLC$1.4B AUM | 1.85% | $26M | 262.9K | Q1 2026 |
| BayBridge Capital Group, LLC$161M AUM | 16.14% | $26M | 260.8K | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 2.34% | $26M | 261.8K | Q1 2026 |
| Sunflower Bank, N.A.$392M AUM | 6.62% | $26M | 261.5K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.23% | $26M | 259.0K | Q1 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 2.43% | $26M | 259.0K | Q1 2026 |
| Matrix Trust Co$690M AUM | 4.26% | $26M | 258.5K | Q1 2026 |
| Trek Financial, LLC$1.9B AUM | 1.36% | $26M | 257.9K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 2.76% | $25M | 254.6K | Q1 2026 |
| Madison Asset Management, LLC$8.1B AUM | 0.31% | $25M | 253.8K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 1.88% | $25M | 251.5K | Q4 2025OLDER |
| Tanager Wealth Management LLP$1.0B AUM | 2.43% | $25M | 252.6K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.31% | $25M | 250.9K | Q1 2026 |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 1.99% | $25M | 250.3K | Q1 2026 |
| CULTIVAR CAPITAL, INC.$155M AUM | 15.76% | $25M | 248.3K | Q1 2026 |
| Florida Trust Wealth Management Co$3.6B AUM | 0.69% | $25M | 247.0K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.26% | $24M | 245.2K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.89% | $24M | 241.8K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.79% | $24M | 241.6K | Q1 2026 |
| Diversified Trust Co$5.4B AUM | 0.44% | $24M | 240.7K | Q1 2026 |
| Rakuten Investment Management, Inc.$49.2B AUM | 0.05% | $24M | 237.8K | Q1 2026 |
| CONNABLE OFFICE INC$1.0B AUM | 2.34% | $24M | 240.1K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 1.15% | $24M | 239.7K | Q1 2026 |
| Forefront Wealth Partners, LLC$239M AUM | 9.85% | $24M | 237.1K | Q1 2026 |
| FIRST HAWAIIAN BANK$790M AUM | 3.28% | $23M | 236.2K | Q1 2026 |
| CAPITAL INSIGHT PARTNERS, LLC$0 AUM | 4.96% | $23M | 234.6K | Q4 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.23% | $23M | 235.4K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.36% | $23M | 234.4K | Q1 2026 |
| CHEMUNG CANAL TRUST CO$494M AUM | 4.71% | $23M | 234.2K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 1.28% | $23M | 231.7K | Q1 2026 |
| Sheridan Capital Management, LLC$190M AUM | 11.88% | $23M | 227.0K | Q1 2026 |
| ASPIRIANT, LLC$3.5B AUM | 0.63% | $22M | 224.4K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.61% | $22M | 222.7K | Q1 2026 |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 1.30% | $22M | 221.5K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.27% | $22M | 221.2K | Q1 2026 |
| WRAPMANAGER INC$288M AUM | 7.61% | $22M | 220.6K | Q1 2026 |
| Strategic Financial Planning, Inc.$171M AUM | 12.65% | $22M | 861.3K | Q1 2026 |
| Legacy Private Trust Co.$1.6B AUM | 1.32% | $21M | 215.8K | Q1 2026 |
| Blue Oak Capital, LLC$190M AUM | 11.24% | $21M | 215.7K | Q2 2025OLDER |
| Ally Invest Advisors Inc.$1.5B AUM | 1.42% | $21M | 213.2K | Q1 2026 |
| Thayer Partners, LLC / MA$210M AUM | 10.06% | $21M | 212.8K | Q1 2026 |
| INSIGHT 2811, INC.$239M AUM | 8.81% | $21M | 212.3K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.17% | $21M | 211.0K | Q1 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 8.21% | $21M | 210.9K | Q1 2026 |
| TCI Wealth Advisors, Inc.$1.9B AUM | 1.11% | $21M | 210.4K | Q1 2026 |
| Hudock, Inc.$680M AUM | 3.07% | $21M | 210.2K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.03% | $21M | 210.0K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.24% | $21M | 210.0K | Q1 2026 |
| Lutz Financial Services LLC$1.5B AUM | 1.40% | $21M | 209.1K | Q1 2026 |
| Western Asset Management Company, LLC$45M AUM | 27.03% | $21M | 208.0K | Q2 2025OLDER |
| Optas, LLC$661M AUM | 3.10% | $20M | 206.1K | Q1 2026 |
| Foguth Wealth Management, LLC.$857M AUM | 3.17% | $20M | 204.5K | Q4 2025OLDER |
| Sunesis Advisors, LLC$221M AUM | 9.20% | $20M | 205.0K | Q1 2026 |
| Omega Financial Group, LLC$308M AUM | 6.60% | $20M | 204.5K | Q1 2026 |
| Snider Financial Group$331M AUM | 6.09% | $20M | 203.3K | Q1 2026 |
| TRB Wealth Management, LLC$704M AUM | 2.86% | $20M | 203.1K | Q1 2026 |
| DSG Capital Advisors, LLC$625M AUM | 3.21% | $20M | 201.9K | Q1 2026 |
| Diversified Enterprises, LLC$1.8B AUM | 1.09% | $20M | 201.1K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $20M | 200.7K | Q1 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 1.27% | $20M | 199.7K | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 1.04% | $20M | 199.9K | Q2 2025OLDER |
| BALLAST ADVISORS LLC$344M AUM | 5.76% | $20M | 199.4K | Q1 2026 |
| Scissortail Wealth Management, LLC$498M AUM | 3.97% | $20M | 198.9K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.39% | $20M | 197.4K | Q1 2026 |
| Chesapeake Wealth Management$326M AUM | 5.91% | $19M | 194.0K | Q1 2026 |
| Colonial Trust Advisors$1.3B AUM | 1.50% | $19M | 193.9K | Q1 2026 |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 7.27% | $19M | 193.8K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 1.45% | $19M | 193.3K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.02% | $19M | 192.9K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.14% | $19M | 191.7K | Q1 2026 |
| KELLY FINANCIAL GROUP LLC$398M AUM | 4.77% | $19M | 191.1K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.20% | $19M | 188.2K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.52% | $19M | 187.7K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.09% | $18M | 186.1K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.22% | $18M | 185.5K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 1.34% | $18M | 185.5K | Q1 2026 |
| Cornerstone Wealth Group, LLC$1.6B AUM | 1.17% | $18M | 183.9K | Q1 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 2.10% | $18M | 184.2K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.41% | $18M | 184.4K | Q2 2025OLDER |
| Joel Adams & Associates, Inc.$135M AUM | 13.51% | $18M | 183.2K | Q1 2026 |
| Cordgrass Capital Advisors, LLC$427M AUM | 4.23% | $18M | 182.2K | Q1 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 2.85% | $18M | 180.5K | Q1 2026 |
| Alliance Wealth Management Group$457M AUM | 3.91% | $18M | 180.1K | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.75% | $18M | 179.7K | Q1 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.11% | $18M | 177.3K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.44% | $18M | 176.8K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 2.77% | $17M | 176.1K | Q1 2026 |
| Strategic Financial Group, LLC$97M AUM | 17.95% | $17M | 175.7K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.38% | $17M | 175.2K | Q1 2026 |
| Alpha Financial Partners LLC$169M AUM | 10.26% | $17M | 174.7K | Q1 2026 |
| WASHINGTON TRUST Co$3.0B AUM | 0.59% | $17M | 174.6K | Q1 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 3.81% | $17M | 174.2K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.13% | $17M | 173.6K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.17% | $17M | 172.6K | Q2 2025OLDER |
| TCP Asset Management, LLC$778M AUM | 2.16% | $17M | 169.2K | Q1 2026 |
| Financial Partners Group, Inc$836M AUM | 2.00% | $17M | 168.1K | Q1 2026 |
| FIDUCIENT ADVISORS LLC$765M AUM | 2.18% | $17M | 167.9K | Q1 2026 |
| Genus Capital Management Inc.$873M AUM | 1.90% | $17M | 167.4K | Q1 2026 |
| Litman Gregory Wealth Management LLC$1.4B AUM | 1.21% | $17M | 165.6K | Q4 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.29% | $16M | 166.3K | Q1 2026 |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 5.11% | $16M | 165.2K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.05% | $16M | 163.6K | Q1 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.60% | $16M | 163.5K | Q1 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.65% | $16M | 161.8K | Q1 2026 |
| Sound Financial Strategies Group, LLC$147M AUM | 10.89% | $16M | 160.8K | Q1 2026 |
| Arrowroot Family Office, LLC$302M AUM | 5.23% | $16M | 159.4K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.20% | $16M | 158.0K | Q1 2026 |
| Rothschild Wealth LLC$1.1B AUM | 1.41% | $16M | 157.2K | Q1 2026 |
| ES4, LLC$155M AUM | 9.91% | $15M | 154.7K | Q1 2026 |
| Providence First Trust Co$284M AUM | 5.39% | $15M | 154.6K | Q1 2026 |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 2.63% | $15M | 154.3K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.11% | $15M | 153.9K | Q1 2026 |
| Granite Harbor Advisors, Inc.$229M AUM | 6.64% | $15M | 153.3K | Q1 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.42% | $15M | 152.6K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.08% | $15M | 152.5K | Q1 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.17% | $15M | 151.0K | Q1 2026 |
| Tide Cove Capital Partners LLC$147M AUM | 10.13% | $15M | 149.7K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.12% | $15M | 150.0K | Q1 2026 |
| FC Advisory LLC$378M AUM | 4.34% | $15M | 149.9K | Q1 2026 |
| CVS HEALTH Corp$212M AUM | 7.00% | $15M | 149.7K | Q1 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC$122M AUM | 12.15% | $15M | 149.3K | Q1 2026 |
| Strategic Financial Partners, Ltd.$232M AUM | 6.38% | $15M | 148.9K | Q1 2026 |
| Evensky & Katz LLC$1.8B AUM | 0.84% | $15M | 148.4K | Q1 2026 |
| Montecito Bank & Trust$607M AUM | 2.42% | $15M | 148.2K | Q1 2026 |
| FAGAN ASSOCIATES, INC.$719M AUM | 2.04% | $15M | 147.9K | Q1 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 0.48% | $15M | 147.8K | Q1 2026 |
| Family Capital Trust Co$276M AUM | 5.31% | $15M | 147.8K | Q1 2026 |
| Mullooly Asset Management, Inc.$271M AUM | 5.38% | $15M | 146.8K | Q1 2026 |
| MidWestOne Financial Group, Inc.$900M AUM | 1.62% | $15M | 145.8K | Q4 2025OLDER |
| Sharp Wealth Advisory, LLC$203M AUM | 7.18% | $15M | 146.5K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 1.53% | $15M | 146.3K | Q1 2026 |
| Caldwell Trust Co$1.1B AUM | 1.29% | $14M | 145.7K | Q1 2026 |
| Facet Wealth, Inc.$5.8B AUM | 0.25% | $14M | 143.9K | Q1 2026 |
| Calamos Wealth Management LLC$2.9B AUM | 0.49% | $14M | 143.4K | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.05% | $14M | 143.4K | Q1 2026 |
| MOTIVE WEALTH ADVISORS$213M AUM | 6.68% | $14M | 143.3K | Q1 2026 |
| Vantage Financial Partners, LLC$493M AUM | 2.89% | $14M | 142.3K | Q4 2025OLDER |
| Aquire Wealth Advisors, LLC$381M AUM | 3.73% | $14M | 143.1K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.45% | $14M | 142.0K | Q4 2025OLDER |
| Eagle Strategies LLC$837M AUM | 1.69% | $14M | 142.7K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.34% | $14M | 142.1K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.91% | $14M | 141.4K | Q1 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 1.55% | $14M | 141.3K | Q1 2026 |
| TruWealth Advisors, LLC$2.1B AUM | 0.67% | $14M | 141.0K | Q1 2026 |
| rebel Financial LLC$231M AUM | 6.03% | $14M | 140.2K | Q1 2026 |
| High Net Worth Advisory Group LLC$429M AUM | 3.23% | $14M | 139.4K | Q1 2026 |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 2.62% | $14M | 137.9K | Q3 2025OLDER |
| Slow Capital, Inc.$770M AUM | 1.79% | $14M | 138.7K | Q1 2026 |
| Cynosure Group, LLC$800M AUM | 1.72% | $14M | 138.6K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.08% | $14M | 138.5K | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.02% | $14M | 138.0K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 1.47% | $14M | 137.7K | Q1 2026 |
| SG Trading Solutions, LLC$431M AUM | 3.17% | $14M | 136.8K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.22% | $14M | 137.2K | Q1 2026 |
| SFAM, LLC$108M AUM | 12.59% | $14M | 136.7K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.23% | $14M | 136.9K | Q1 2026 |
| One Day In July LLC$1.2B AUM | 1.08% | $13M | 135.6K | Q1 2026 |
| Freestate Advisors LLC$134M AUM | 10.73% | $13M | 135.2K | Q1 2026 |
| Sandy Cove Advisors, LLC$400M AUM | 4.01% | $13M | 134.9K | Q1 2026 |
| Brandywine Asset Management, Inc.$126M AUM | 10.62% | $13M | 135.2K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.