AOAISHARES TR
CUSIP 464289859 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (AOA) has 401 institutional holders in Filings Flow’s 13F database, together reporting 7.21M shares worth $638M as of Q1 2026. The largest reported holders are Rockefeller Capital Management L.P., Lpl Financial LLC, and Assetmark, Inc.
Institutional Holders
401
Q1 2026
Reported Value
$638M
Ticker
AOA
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Rockefeller Capital Management L.P.$56.4B AUM | 0.09% | $49M | 556.7K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $28M | 311.5K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.04% | $22M | 244.9K | Q1 2026 |
| Ellenbecker Investment Group$743M AUM | 2.58% | $19M | 216.3K | Q1 2026 |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 9.01% | $19M | 209.3K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $17M | 194.7K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.19% | $16M | 176.2K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $15M | 171.3K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.22% | $13M | 152.3K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.03% | $13M | 150.2K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.09% | $12M | 139.0K | Q1 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.68% | $11M | 126.4K | Q1 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 1.18% | $10M | 112.1K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $9M | 107.1K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.02% | $9M | 106.2K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.11% | $9M | 96.3K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.29% | $8M | 85.0K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.33% | $7M | 82.6K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 74.8K | Q1 2026 |
| Legacy Financial Group LLC$795M AUM | 0.83% | $7M | 74.4K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 71.8K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 3.55% | $6M | 71.6K | Q3 2025OLDER |
| Consilium Wealth Advisory, LLC$293M AUM | 2.12% | $6M | 70.3K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.10% | $6M | 69.6K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 68.7K | Q1 2026 |
| UNIQUE WEALTH, LLC$723M AUM | 0.77% | $6M | 62.9K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $5M | 62.0K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.05% | $5M | 61.6K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.53% | $5M | 60.2K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.19% | $5M | 59.9K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $5M | 59.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 55.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $5M | 54.8K | Q1 2026 |
| Weaver Consulting Group$420M AUM | 1.14% | $5M | 54.3K | Q1 2026 |
| Legacy Wealth Partners, LLC$399M AUM | 1.11% | $4M | 50.1K | Q1 2026 |
| Fort Henry Capital, LLC$165M AUM | 2.64% | $4M | 49.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $4M | 48.5K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.24% | $4M | 46.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 46.0K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.12% | $4M | 44.9K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.07% | $4M | 42.9K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.08% | $4M | 40.0K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 39.4K | Q1 2026 |
| Westmount Partners, LLC$457M AUM | 0.81% | $3M | 37.2K | Q1 2026 |
| Cynosure Group, LLC$800M AUM | 0.18% | $3M | 36.5K | Q3 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.10% | $3M | 36.3K | Q1 2026 |
| Elevation Capital Advisory, LLC$235M AUM | 1.21% | $3M | 34.5K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.01% | $3M | 34.1K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 33.9K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.33% | $3M | 33.4K | Q1 2026 |
| VCI Wealth Management LLC$361M AUM | 1.00% | $3M | 34.1K | Q2 2025OLDER |
| ODonnell Financial Services, LLC$290M AUM | 0.97% | $3M | 31.9K | Q1 2026 |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.49% | $3M | 31.0K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $3M | 30.6K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.05% | $3M | 30.5K | Q1 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.08% | $3M | 28.5K | Q4 2025OLDER |
| HANOVER ADVISORS INC$246M AUM | 1.03% | $3M | 28.7K | Q1 2026 |
| Wealth Forward, LLC$177M AUM | 1.39% | $2M | 27.9K | Q1 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.28% | $2M | 27.8K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 27.8K | Q1 2026 |
| CX Institutional$3.5B AUM | 0.07% | $2M | 27.5K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 27.3K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.03% | $2M | 27.3K | Q1 2026 |
| RTD Financial Advisors, Inc.$814M AUM | 0.30% | $2M | 27.1K | Q1 2026 |
| Somnio Financial Group, LLC$169M AUM | 1.52% | $2M | 26.1K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.03% | $2M | 25.6K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 24.1K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 24.0K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.02% | $2M | 23.8K | Q1 2026 |
| Madrid Financial Services$169M AUM | 1.24% | $2M | 23.8K | Q1 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.21% | $2M | 23.7K | Q1 2026 |
| Worth Asset Management, LLC$313M AUM | 0.77% | $2M | 23.4K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $2M | 23.0K | Q1 2026 |
| Moss Adams Wealth Advisors LLC$1.4B AUM | 0.15% | $2M | 22.9K | Q1 2026 |
| HFM Investment Advisors, LLC$260M AUM | 0.78% | $2M | 22.9K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 21.7K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 21.6K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 20.9K | Q1 2026 |
| CAPITAL INSIGHT PARTNERS, LLC$0 AUM | 0.39% | $2M | 20.3K | Q4 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.08% | $2M | 20.6K | Q1 2026 |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.25% | $2M | 20.4K | Q1 2026 |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.48% | $2M | 20.2K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 19.8K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.14% | $2M | 19.5K | Q1 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 0.08% | $2M | 19.1K | Q1 2026 |
| Canal Capital Management, LLC$739M AUM | 0.23% | $2M | 19.1K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 19.0K | Q1 2026 |
| Syverson Strege & Co$416M AUM | 0.39% | $2M | 18.5K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 18.1K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 16.9K | Q1 2026 |
| Wealthquest Corp$2.7B AUM | 0.05% | $1M | 16.8K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.24% | $1M | 16.8K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.01% | $1M | 16.8K | Q1 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 0.34% | $1M | 16.7K | Q1 2026 |
| Buttonwood Financial Group, LLC$163M AUM | 0.90% | $1M | 16.5K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $1M | 16.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $1M | 16.4K | Q1 2026 |
| MOR Wealth Management, LLC$218M AUM | 0.65% | $1M | 16.0K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 15.8K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.24% | $1M | 15.5K | Q1 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 0.15% | $1M | 15.3K | Q1 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 0.49% | $1M | 15.1K | Q1 2026 |
| Cerity Partners Retirement Plan Advisors LLC$196M AUM | 0.68% | $1M | 15.5K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $1M | 14.6K | Q1 2026 |
| Greystone Financial Group, LLC$353M AUM | 0.36% | $1M | 14.4K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.02% | $1M | 14.4K | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.17% | $1M | 13.3K | Q1 2026 |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.02% | $1M | 14.0K | Q1 2026 |
| Rothschild Wealth LLC$1.1B AUM | 0.11% | $1M | 14.0K | Q1 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC$223M AUM | 0.55% | $1M | 13.8K | Q1 2026 |
| Mason Investment Advisory Services, Inc.$2.2B AUM | 0.05% | $1M | 13.4K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.31% | $1M | 13.4K | Q3 2025OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.03% | $1M | 13.3K | Q1 2026 |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.08% | $1M | 12.6K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 13.0K | Q1 2026 |
| Worth Financial Advisory Group, LLC$229M AUM | 0.49% | $1M | 11.4K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 13.1K | Q1 2026 |
| BlueStem Wealth Partners, LLC$900M AUM | 0.12% | $1M | 12.6K | Q1 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.04% | $1M | 12.6K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 12.6K | Q1 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.16% | $1M | 12.2K | Q1 2026 |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 0.71% | $1M | 12.1K | Q1 2026 |
| Prentice Wealth Management LLC$484M AUM | 0.24% | $1M | 12.0K | Q1 2026 |
| Acropolis Investment Management, LLC$2.3B AUM | 0.05% | $1M | 11.9K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 11.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 11.8K | Q1 2026 |
| ABLE Financial Group, LLC$511M AUM | 0.20% | $1M | 11.7K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 11.5K | Q1 2026 |
| High Falls Advisors, Inc$494M AUM | 0.20% | $986,363 | 11.0K | Q4 2025OLDER |
| Diversified Trust Co$5.4B AUM | 0.02% | $973,339 | 11.0K | Q1 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.25% | $965,338 | 10.9K | Q1 2026 |
| High Net Worth Advisory Group LLC$429M AUM | 0.22% | $955,692 | 10.8K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $955,594 | 10.2K | Q1 2026 |
| MPS Loria Financial Planners, LLC$379M AUM | 0.25% | $953,188 | 10.8K | Q1 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.08% | $948,925 | 10.7K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $946,139 | 10.7K | Q1 2026 |
| Integrity Wealth Solutions LLC$255M AUM | 0.36% | $921,325 | 10.4K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.07% | $920,806 | 10.4K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $905,529 | 10.2K | Q1 2026 |
| BCWM, LLC$353M AUM | 0.26% | $902,995 | 10.2K | Q1 2026 |
| Clearview Wealth Management LLC$141M AUM | 0.64% | $901,291 | 10.2K | Q1 2026 |
| Saxony Capital Management, LLC$172M AUM | 0.52% | $897,200 | 10.1K | Q1 2026 |
| Hobbs Group Advisors, LLC$334M AUM | 0.27% | $892,052 | 10.1K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.03% | $883,330 | 9.9K | Q4 2025OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.19% | $880,936 | 10.0K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $880,104 | 9.9K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.03% | $874,540 | 9.9K | Q1 2026 |
| Insight Advisors, LLC/ PA$525M AUM | 0.16% | $848,514 | 9.6K | Q1 2026 |
| GEN Financial Management, INC.$162M AUM | 0.52% | $838,443 | 9.5K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.01% | $799,583 | 9.0K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.02% | $798,425 | 9.0K | Q1 2026 |
| Maia Wealth LLC$591M AUM | 0.13% | $797,524 | 9.0K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.03% | $792,593 | 9.0K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $788,714 | 8.9K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.02% | $780,390 | 8.9K | Q3 2025OLDER |
| Weitzel Financial Services, Inc.$265M AUM | 0.29% | $777,209 | 8.7K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $775,578 | 8.8K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.02% | $765,847 | 8.2K | Q1 2026 |
| Mountain Capital Investment Advisors Inc.$674M AUM | 0.11% | $758,121 | 8.0K | Q1 2026 |
| Mullooly Asset Management, Inc.$271M AUM | 0.28% | $751,619 | 8.5K | Q1 2026 |
| Boston Standard Wealth Management, LLC$689M AUM | 0.12% | $750,132 | 8.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $745,872 | 8.4K | Q1 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.04% | $745,617 | 8.4K | Q1 2026 |
| Orin Green Financial, LLC$244M AUM | 0.30% | $735,618 | 8.3K | Q1 2026 |
| TRUE Private Wealth Advisors$1.0B AUM | 0.07% | $726,952 | 8.2K | Q1 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.14% | $726,190 | 8.2K | Q1 2026 |
| Marion Wealth Management$451M AUM | 0.16% | $715,176 | 8.1K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $694,944 | 7.9K | Q1 2026 |
| Fidato Wealth LLC$154M AUM | 0.45% | $692,118 | 7.8K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.02% | $685,586 | 7.7K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $684,621 | 7.7K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.03% | $669,741 | 7.6K | Q1 2026 |
| Courage Miller Partners, LLC$354M AUM | 0.19% | $667,818 | 7.5K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $666,149 | 7.5K | Q1 2026 |
| PFG Private Wealth Management, LLC$236M AUM | 0.30% | $661,629 | 7.5K | Q3 2025OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $658,611 | 7.0K | Q1 2026 |
| Berman McAleer LLC$733M AUM | 0.09% | $652,348 | 7.4K | Q1 2026 |
| Plan Group Financial, LLC$426M AUM | 0.15% | $650,764 | 7.4K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.03% | $647,778 | 7.3K | Q1 2026 |
| Topel & Distasi Wealth Management, LLC$193M AUM | 0.33% | $643,769 | 7.3K | Q1 2026 |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 0.26% | $630,069 | 6.6K | Q1 2026 |
| FWG Investments, LLC.$157M AUM | 0.40% | $628,987 | 7.1K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $625,706 | 7.1K | Q3 2025OLDER |
| SimpliFi, Inc.$238M AUM | 0.26% | $624,283 | 7.1K | Q1 2026 |
| MARSHALL FINANCIAL GROUP INC /ADV$364M AUM | 0.17% | $612,686 | 7.0K | Q3 2025OLDER |
| MRWM Advisors, LLC$184M AUM | 0.33% | $608,368 | 6.9K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $603,536 | 6.8K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $597,838 | 6.8K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.01% | $596,423 | 6.7K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $596,143 | 7.1K | Q2 2025OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $583,946 | 6.6K | Q1 2026 |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.15% | $572,708 | 6.5K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $560,952 | 6.3K | Q1 2026 |
| Vertrix Wealth Management, LLC$297M AUM | 0.21% | $560,407 | 6.3K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.19% | $560,133 | 6.3K | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.05% | $556,426 | 6.3K | Q1 2026 |
| PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM | 0.02% | $555,894 | 6.3K | Q1 2026 |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 0.33% | $550,143 | 6.2K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $536,574 | 6.1K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $534,615 | 6.0K | Q4 2025OLDER |
| West Wealth Group, LLC$506M AUM | 0.10% | $526,225 | 5.9K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.03% | $520,843 | 5.9K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $518,000 | 5.9K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $511,826 | 5.8K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $508,740 | 6.1K | Q2 2025OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.25% | $502,409 | 5.7K | Q1 2026 |
| Gallacher Capital Management LLC$261M AUM | 0.19% | $498,209 | 5.6K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.02% | $494,518 | 5.6K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $492,505 | 5.6K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $480,259 | 5.4K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.03% | $477,636 | 5.4K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.00% | $475,484 | 5.7K | Q2 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $472,381 | 5.3K | Q1 2026 |
| Aquire Wealth Advisors, LLC$381M AUM | 0.12% | $470,324 | 5.3K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 0.03% | $469,000 | 5.3K | Q1 2026 |
| Tarbox Family Office, Inc.$616M AUM | 0.08% | $466,644 | 5.3K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $463,776 | 5.2K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $458,555 | 5.2K | Q1 2026 |
| Arcus Capital Partners, LLC$278M AUM | 0.16% | $455,900 | 5.2K | Q1 2026 |
| Great Point Wealth Advisors, LLC$542M AUM | 0.08% | $455,547 | 5.1K | Q1 2026 |
| Divergent Planning, LLC$392M AUM | 0.12% | $454,468 | 5.0K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $452,510 | 5.1K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $449,833 | 5.1K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $448,900 | 5.0K | Q1 2026 |
| Frederick Financial Consultants, LLC$201M AUM | 0.22% | $447,698 | 5.1K | Q1 2026 |
| Klingman & Associates, LLC$2.1B AUM | 0.02% | $443,601 | 5.0K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.07% | $436,256 | 4.9K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $429,545 | 5.2K | Q2 2025OLDER |
| Retireful, LLC$71M AUM | 0.54% | $427,155 | 4.7K | Q4 2025OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.08% | $425,626 | 4.8K | Q1 2026 |
| BCGM Wealth Management, LLC$398M AUM | 0.11% | $420,328 | 4.8K | Q1 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 0.04% | $417,101 | 4.7K | Q1 2026 |
| FCA CORP /TX$354M AUM | 0.12% | $414,222 | 4.7K | Q1 2026 |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 0.30% | $411,655 | 4.7K | Q1 2026 |
| Elios Financial Group Inc.$220M AUM | 0.18% | $406,987 | 4.9K | Q2 2025OLDER |
| RFP Financial Group LLC$184M AUM | 0.16% | $404,664 | 5.3K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $399,009 | 4.5K | Q3 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.04% | $394,311 | 4.5K | Q1 2026 |
| Twelve Points Wealth Management LLC$455M AUM | 0.09% | $386,436 | 4.4K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $373,409 | 4.2K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $369,593 | 4.1K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $369,042 | 4.2K | Q3 2025OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.07% | $368,411 | 4.1K | Q4 2025OLDER |
| Efficient Advisors, LLC$1.4B AUM | 0.03% | $367,434 | 4.2K | Q1 2026 |
| Centerline Wealth Advisors, LLC$319M AUM | 0.13% | $365,918 | 4.1K | Q1 2026 |
| SWP FINANCIAL LLC$196M AUM | 0.18% | $358,473 | 4.1K | Q1 2026 |
| Kesler, Norman & Wride, LLC$581M AUM | 0.06% | $355,110 | 4.0K | Q1 2026 |
| Altura Wealth Advisors Inc.$229M AUM | 0.15% | $353,630 | 4.0K | Q1 2026 |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.02% | $353,252 | 4.0K | Q1 2026 |
| Well Done, LLC$681M AUM | 0.05% | $352,722 | 4.0K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.02% | $352,560 | 4.0K | Q3 2025OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 0.32% | $352,544 | 4.0K | Q1 2026 |
| NVWM, LLC$449M AUM | 0.08% | $348,031 | 3.9K | Q1 2026 |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.06% | $345,522 | 3.9K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $345,277 | 3.9K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $342,234 | 3.9K | Q1 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.04% | $339,463 | 3.8K | Q1 2026 |
| Andrews Advisory Associates, LLC$190M AUM | 0.18% | $336,881 | 3.8K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $333,912 | 3.6K | Q4 2025OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.20% | $333,784 | 3.8K | Q1 2026 |
| Gould Capital, LLC$165M AUM | 0.20% | $333,060 | 3.8K | Q1 2026 |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 0.19% | $333,000 | 3.8K | Q1 2026 |
| Insight Wealth Partners, LLC$713M AUM | 0.05% | $329,732 | 3.7K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.02% | $329,312 | 3.7K | Q1 2026 |
| Purpose Unlimited Inc.$2.4B AUM | 0.01% | $329,095 | 3.7K | Q1 2026 |
| Choice Wealth Advisors LLC$285M AUM | 0.13% | $325,643 | 3.7K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $325,112 | 3.7K | Q1 2026 |
| Mayfair Advisory Group, LLC$286M AUM | 0.11% | $324,221 | 3.7K | Q1 2026 |
| New Republic Capital, LLC$297M AUM | 0.11% | $323,894 | 3.7K | Q1 2026 |
| McNamara Financial Services, Inc.$528M AUM | 0.06% | $323,077 | 3.7K | Q1 2026 |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.09% | $323,077 | 3.7K | Q1 2026 |
| Bellwether Advisors, LLC$590M AUM | 0.05% | $321,219 | 3.6K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $320,446 | 3.6K | Q4 2025OLDER |
| New Capital Management LP$406M AUM | 0.08% | $318,323 | 3.6K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $318,148 | 3.6K | Q1 2026 |
| Philip James Wealth Mangement, LLC$870M AUM | 0.04% | $302,388 | 3.4K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $301,966 | 3.4K | Q4 2025OLDER |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.01% | $301,000 | 3.4K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $300,070 | 3.4K | Q1 2026 |
| Altrius Capital Management Inc$503M AUM | 0.06% | $297,582 | 3.4K | Q1 2026 |
| Arbor Investment Advisors, LLC$768M AUM | 0.04% | $296,918 | 3.4K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.02% | $289,334 | 3.3K | Q1 2026 |
| Westshore Wealth, LLC$285M AUM | 0.10% | $286,708 | 3.2K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $286,545 | 3.2K | Q1 2026 |
| KilterHowling LLC$198M AUM | 0.14% | $285,965 | 3.2K | Q4 2025OLDER |
| Columbia River Financial Group, LLC$172M AUM | 0.17% | $285,000 | 3.2K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $283,345 | 3.2K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $283,326 | 3.4K | Q2 2025OLDER |
| Premier Private Wealth Management LLC$95M AUM | 0.30% | $282,633 | 3.2K | Q1 2026 |
| Mosley Wealth Management$221M AUM | 0.13% | $280,422 | 3.2K | Q1 2026 |
| Valpey Financial Services, LLC$154M AUM | 0.18% | $275,817 | 3.1K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.14% | $275,115 | 3.1K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $274,259 | 3.1K | Q4 2025OLDER |
| Vested Financial Planning, LLC$131M AUM | 0.21% | $273,958 | 3.1K | Q1 2026 |
| Meridian Wealth Advisors, LLC$756M AUM | 0.04% | $271,668 | 3.1K | Q1 2026 |
| L.M. KOHN & COMPANY$83M AUM | 0.07% | $271,578 | 3.3K | Q2 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $271,487 | 3.1K | Q1 2026 |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 0.04% | $270,810 | 3.0K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $270,373 | 3.1K | Q1 2026 |
| WEALTH EFFECTS LLC$282M AUM | 0.10% | $268,754 | 3.0K | Q1 2026 |
| Johnson Bixby & Associates, LLC$806M AUM | 0.03% | $268,449 | 3.0K | Q1 2026 |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 0.12% | $268,394 | 3.0K | Q1 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.04% | $267,859 | 3.0K | Q1 2026 |
| UPTICK PARTNERS, LLC$502M AUM | 0.05% | $266,266 | 3.0K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.01% | $263,338 | 3.0K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $262,869 | 3.0K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $260,225 | 2.9K | Q1 2026 |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.07% | $259,983 | 2.9K | Q1 2026 |
| Partners in Financial Planning$603M AUM | 0.04% | $258,297 | 2.9K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $255,913 | 2.9K | Q1 2026 |
| Peak Wealth Management LLC$122M AUM | 0.21% | $255,828 | 2.9K | Q1 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.08% | $252,285 | 2.9K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $251,842 | 2.8K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $245,957 | 2.7K | Q4 2025OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 0.10% | $244,787 | 2.8K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $244,375 | 2.8K | Q1 2026 |
| Financial Strategies Group, Inc.$598M AUM | 0.04% | $243,594 | 2.6K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $243,514 | 2.7K | Q4 2025OLDER |
| Landmark Wealth Management, LLC$373M AUM | 0.06% | $241,592 | 2.7K | Q1 2026 |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.11% | $241,566 | 2.7K | Q3 2025OLDER |
| TL Private Wealth$273M AUM | 0.10% | $241,454 | 2.6K | Q1 2026 |
| tru Independence LLC$202M AUM | 0.12% | $241,203 | 2.7K | Q1 2026 |
| SWMG, LLC$350M AUM | 0.07% | $238,081 | 2.7K | Q1 2026 |
| Archvest Wealth Advisors, Inc.$155M AUM | 0.15% | $237,770 | 2.7K | Q1 2026 |
| Parkway Wealth Management Group, LLC$791M AUM | 0.03% | $234,956 | 2.6K | Q1 2026 |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.08% | $232,256 | 2.6K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $231,526 | 2.6K | Q1 2026 |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 0.08% | $231,508 | 2.6K | Q1 2026 |
| TPG Financial Advisors, LLC$307M AUM | 0.09% | $230,935 | 2.8K | Q2 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $230,886 | 2.6K | Q4 2025OLDER |
| Salus Financial Advisors, LLC$171M AUM | 0.13% | $229,543 | 2.6K | Q1 2026 |
| Atlas Legacy Advisors, LLC$550M AUM | 0.04% | $229,366 | 2.6K | Q1 2026 |
| Motley Fool Wealth Management, LLC$884M AUM | 0.03% | $227,685 | 2.6K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $226,507 | 2.6K | Q1 2026 |
| Annex Advisory Services, LLC$5.3B AUM | 0.00% | $225,870 | 2.5K | Q4 2025OLDER |
| Chemistry Wealth Management LLC$625M AUM | 0.04% | $222,906 | 2.5K | Q1 2026 |
| Riverbend Wealth Management, LLC$175M AUM | 0.13% | $219,152 | 2.5K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.05% | $215,151 | 2.4K | Q3 2025OLDER |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.10% | $214,659 | 2.4K | Q3 2025OLDER |
| ABOUND FINANCIAL, LLC$229M AUM | 0.09% | $214,596 | 2.4K | Q3 2025OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 0.06% | $212,563 | 2.4K | Q3 2025OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.01% | $210,653 | 2.4K | Q1 2026 |
| COREPATH WEALTH PARTNERS LLC$160M AUM | 0.14% | $210,376 | 2.3K | Q1 2026 |
| Coordinated Financial Services, Inc.$174M AUM | 0.12% | $209,498 | 2.4K | Q1 2026 |
| Markin Asset Management, LP$117M AUM | 0.23% | $209,013 | 2.4K | Q1 2026 |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.02% | $205,828 | 2.3K | Q1 2026 |
| OMNI 360 Wealth, Inc.$194M AUM | 0.11% | $204,319 | 2.3K | Q3 2025OLDER |
| Atlas Private Wealth Advisors$425M AUM | 0.05% | $204,042 | 2.3K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $203,856 | 2.3K | Q1 2026 |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.07% | $203,400 | 2.3K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.01% | $202,819 | 2.3K | Q1 2026 |
| Highland Financial Advisors, LLC$455M AUM | 0.05% | $202,389 | 2.3K | Q1 2026 |
| Phil A. Younker & Associates, Ltd.$150M AUM | 0.13% | $201,934 | 2.3K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $201,866 | 2.3K | Q4 2025OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $201,635 | 2.3K | Q3 2025OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.05% | $201,510 | 2.3K | Q4 2025OLDER |
| Perissos Private Wealth Management, LLC$115M AUM | 0.17% | $201,492 | 2.3K | Q1 2026 |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.06% | $200,784 | 2.3K | Q1 2026 |
| Keebeck Wealth Management$889M AUM | 0.03% | $200,765 | 2.4K | Q2 2025OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.04% | $200,256 | 2.2K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $195,521 | 2.2K | Q1 2026 |
| Longview Financial Advisors LLC$184M AUM | 0.10% | $190,342 | 2.2K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $186,548 | 2.1K | Q1 2026 |
| Mascoma Wealth Management LLC$484M AUM | 0.04% | $180,903 | 2.0K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $174,325 | 2.0K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $168,233 | 1.9K | Q3 2025OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.01% | $153,157 | 1.7K | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.06% | $152,288 | 1.7K | Q4 2025OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.09% | $146,893 | 1.7K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $140,398 | 1.6K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $135,513 | 1.5K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $134,370 | 1.5K | Q1 2026 |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 0.07% | $122,755 | 1.5K | Q2 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $122,554 | 1.4K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $121,408 | 1.4K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.01% | $111,055 | 1.3K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $110,171 | 1.3K | Q2 2025OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.05% | $106,078 | 1.2K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $104,305 | 1.2K | Q1 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.04% | $103,566 | 1.2K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $102,383 | 1.2K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $96,077 | 1.2K | Q2 2025OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $91,676 | 1.0K | Q1 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.03% | $88,490 | 1.0K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $88,490 | 1.0K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $83,446 | 943 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $83,332 | 936 | Q1 2026 |
| Concord Wealth Partners$770M AUM | 0.01% | $79,517 | 953 | Q2 2025OLDER |
| American Capital Advisory, LLC$248M AUM | 0.03% | $77,872 | 880 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $77,606 | 877 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $70,792 | 800 | Q1 2026 |
| Strategic Advocates LLC$23M AUM | 0.31% | $69,111 | 781 | Q1 2026 |
| CKW FINANCIAL GROUP$917M AUM | 0.01% | $69,000 | 770 | Q1 2026 |
| Align Financial, LLC$176M AUM | 0.04% | $68,895 | 779 | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $66,000 | 748 | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.03% | $61,678 | 697 | Q1 2026 |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $60,616 | 685 | Q1 2026 |
| Frisco Financial Planning LLC$133M AUM | 0.05% | $59,256 | 670 | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $57,997 | 658 | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $54,062 | 611 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $53,325 | 605 | Q3 2025OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.04% | $49,024 | 554 | Q1 2026 |
| Pacifica Partners Inc.$301M AUM | 0.02% | $45,918 | 519 | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.01% | $44,157 | 499 | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $43,803 | 495 | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.02% | $43,360 | 490 | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $38,936 | 440 | Q1 2026 |
| Elyxium Wealth, LLC$312M AUM | 0.01% | $38,378 | 429 | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $37,927 | 426 | Q1 2026 |
| Transce3nd, LLC$11M AUM | 0.02% | $36,279 | 435 | Q2 2025OLDER |
| Capital A Wealth Management, LLC$9M AUM | 0.41% | $36,251 | 525 | Q3 2025OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.01% | $34,221 | 386 | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $33,860 | 406 | Q2 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $30,972 | 350 | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $30,849 | 350 | Q3 2025OLDER |
| Capital Advisor Network LLC$85M AUM | 0.03% | $29,290 | 331 | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.00% | $26,813 | 303 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $26,355 | 296 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $26,051 | 291 | Q4 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $25,926 | 293 | Q1 2026 |
| FSA Wealth Management LLC$273M AUM | 0.01% | $24,112 | 241 | Q3 2025OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 0.01% | $23,361 | 264 | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.01% | $23,220 | 262 | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.00% | $22,300 | 252 | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.00% | $20,000 | 225 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $19,822 | 224 | Q1 2026 |
| North Capital, Inc.$118M AUM | 0.01% | $19,377 | 220 | Q3 2025OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.01% | $19,007 | 215 | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $18,891 | 213 | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $18,385 | 208 | Q1 2026 |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.00% | $18,069 | 205 | Q3 2025OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.00% | $17,167 | 194 | Q1 2026 |
| Motiv8 Investments LLC$183M AUM | 0.01% | $16,000 | 184 | Q4 2025OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $15,486 | 175 | Q1 2026 |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $14,688 | 164 | Q4 2025OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $13,451 | 152 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $13,309 | 151 | Q3 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $11,947 | 135 | Q1 2026 |
| Financial Life Planners$130M AUM | 0.01% | $11,774 | 133 | Q1 2026 |
| CGC Financial Services, LLC$346M AUM | 0.00% | $11,592 | 131 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $11,153 | 125 | Q4 2025OLDER |
| VALLEY NATIONAL ADVISERS INC$773M AUM | 0.00% | $11,000 | 128 | Q1 2026 |
| SFAM, LLC$108M AUM | 0.01% | $10,830 | 122 | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $10,530 | 119 | Q1 2026 |
| AllSquare Wealth Management LLC$189M AUM | 0.01% | $10,401 | 118 | Q4 2025OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $10,088 | 114 | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $9,537 | 108 | Q1 2026 |
| Front Row Advisors LLC$296M AUM | 0.00% | $9,291 | 105 | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $7,850 | 89 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $7,787 | 88 | Q1 2026 |
| Ankerstar Wealth, LLC$95M AUM | 0.01% | $7,256 | 82 | Q1 2026 |
| IFG Advisory, LLC$35M AUM | 0.02% | $6,991 | 79 | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $6,938 | 75 | Q1 2026 |
| Iron Horse Wealth Management, LLC$339M AUM | 0.00% | $6,005 | 72 | Q2 2025OLDER |
| Operose Advisors LLC$431M AUM | 0.00% | $5,929 | 67 | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $5,575 | 63 | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.00% | $5,171 | 62 | Q1 2026 |
| Milestone Investment Advisors LLC$414M AUM | 0.00% | $5,062 | 57 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $4,791 | 54 | Q1 2026 |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.00% | $4,778 | 54 | Q1 2026 |
| Networth Advisors, LLC$141M AUM | 0.00% | $4,513 | 51 | Q1 2026 |
| WINNOW WEALTH LLC$130M AUM | 0.00% | $4,284 | 56 | Q2 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $4,259 | 48 | Q1 2026 |
| CAROLINAS WEALTH CONSULTING LLC$0 AUM | 0.00% | $4,209 | 55 | Q2 2025OLDER |
| Creekmur Asset Management LLC$1M AUM | 0.00% | $4,138 | 47 | Q3 2025OLDER |
| Planning Project LLC$398M AUM | 0.00% | $4,003 | 45 | Q4 2025OLDER |
| DT Investment Partners, LLC$1.2B AUM | 0.00% | $3,983 | 45 | Q1 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $3,941 | 44 | Q4 2025OLDER |
| Pineridge Advisors LLC$350M AUM | 0.00% | $3,927 | 45 | Q3 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $3,805 | 43 | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $3,493 | 39 | Q4 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $3,274 | 37 | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $3,100 | 35 | Q1 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $2,832 | 32 | Q1 2026 |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.00% | $2,745 | 31 | Q1 2026 |
| BALLAST ADVISORS LLC$344M AUM | 0.00% | $2,732 | 33 | Q2 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $2,389 | 27 | Q1 2026 |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $2,212 | 25 | Q1 2026 |
| Financial Network Wealth Advisors LLC$98M AUM | 0.00% | $2,149 | 24 | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $1,863 | 21 | Q1 2026 |
| Keystone Financial Group, Inc.$192M AUM | 0.00% | $1,433 | 16 | Q4 2025OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $1,239 | 14 | Q1 2026 |
| Delos Wealth Advisors, LLC$175M AUM | 0.00% | $1,062 | 12 | Q1 2026 |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $1,001 | 12 | Q2 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $973 | 11 | Q1 2026 |
| Paladin Advisory Group, LLC$131M AUM | 0.00% | $796 | 9 | Q1 2026 |
| Main Street Group, LTD$340M AUM | 0.00% | $584 | 7 | Q2 2025OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 0.00% | $90 | 1 | Q4 2025OLDER |
| Aventus Investment Advisors, Inc.$118M AUM | 0.00% | $88 | 1 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.