EFAVISHARES TR
CUSIP 46429B689 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (EFAV) has 537 institutional holders in Filings Flow’s 13F database, together reporting 40.89M shares worth $3.7B as of Q1 2026. The largest reported holders are FMR LLC, Bank Of America Corp /De/, and Blackrock, Inc..
Institutional Holders
537
Q1 2026
Reported Value
$3.7B
Ticker
EFAV
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| FMR LLC$1.90T AUM | 0.04% | $697M | 7.63M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.03% | $359M | 3.93M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.01% | $327M | 3.57M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.01% | $226M | 2.47M | Q1 2026 |
| Wharton Business Group, LLC$2.6B AUM | 5.92% | $157M | 1.71M | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.07% | $109M | 1.20M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.03% | $95M | 1.04M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.02% | $87M | 948.3K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.14% | $70M | 768.4K | Q1 2026 |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 2.54% | $64M | 702.8K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $63M | 688.0K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $63M | 685.0K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $61M | 672.2K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.06% | $61M | 669.1K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $49M | 531.5K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $45M | 493.6K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.10% | $40M | 433.2K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.08% | $38M | 420.7K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.02% | $37M | 401.0K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.05% | $36M | 397.2K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.44% | $34M | 374.3K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $33M | 356.9K | Q1 2026 |
| Amundi$367.1B AUM | 0.01% | $32M | 350.8K | Q1 2026 |
| Facet Wealth, Inc.$5.8B AUM | 0.48% | $28M | 301.1K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $27M | 295.8K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $27M | 313.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $24M | 281.6K | Q4 2025OLDER |
| Burt Wealth Advisors$407M AUM | 5.76% | $23M | 276.5K | Q3 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.24% | $21M | 226.0K | Q1 2026 |
| Armbruster Capital Management, Inc.$671M AUM | 3.32% | $20M | 221.4K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.45% | $20M | 213.9K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $18M | 207.2K | Q1 2026 |
| Penserra Capital Management LLC$8.5B AUM | 0.21% | $18M | 197.7K | Q1 2026 |
| Lester Murray Antman dba SimplyRich$391M AUM | 4.35% | $17M | 186.3K | Q1 2026 |
| Portfolio Design Labs, LLC$562M AUM | 2.83% | $16M | 174.5K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.02% | $14M | 158.3K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.47% | $14M | 166.3K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $14M | 155.2K | Q1 2026 |
| Ledyard National Bank$1.2B AUM | 1.20% | $14M | 152.0K | Q1 2026 |
| ANDERSON HOAGLAND & CO$1.3B AUM | 1.16% | $14M | 147.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $13M | 144.7K | Q1 2026 |
| Symmetry Partners, LLC$1.8B AUM | 0.73% | $13M | 140.5K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.14% | $12M | 132.7K | Q1 2026 |
| Vestcor Inc$3.6B AUM | 0.33% | $12M | 132.0K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.09% | $12M | 129.4K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $12M | 127.8K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.40% | $12M | 127.2K | Q1 2026 |
| ProVise Management Group, LLC$1.4B AUM | 0.79% | $11M | 120.4K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.15% | $11M | 115.6K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.02% | $10M | 111.1K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.82% | $10M | 110.3K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.05% | $10M | 119.0K | Q2 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $10M | 104.7K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.04% | $9M | 108.9K | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $9M | 102.0K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $9M | 103.3K | Q1 2026 |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.53% | $9M | 99.8K | Q1 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.55% | $8M | 92.9K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.10% | $8M | 92.2K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $8M | 85.1K | Q1 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV$105M AUM | 7.38% | $8M | 84.9K | Q1 2026 |
| Asset Management Group, Inc.$619M AUM | 1.25% | $8M | 84.3K | Q1 2026 |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 0.76% | $7M | 80.9K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $7M | 80.7K | Q1 2026 |
| Mission Creek Capital Partners, Inc.$501M AUM | 1.44% | $7M | 79.2K | Q1 2026 |
| Yeomans Consulting Group, Inc.$341M AUM | 2.09% | $7M | 82.5K | Q4 2025OLDER |
| Well Done, LLC$681M AUM | 1.02% | $7M | 75.7K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.01% | $6M | 68.9K | Q1 2026 |
| Estate Counselors, LLC$1.1B AUM | 0.56% | $6M | 68.6K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $6M | 68.3K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.35% | $6M | 66.4K | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.51% | $6M | 67.4K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $6M | 64.8K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.20% | $6M | 69.0K | Q2 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $6M | 62.6K | Q1 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC$463M AUM | 1.24% | $6M | 62.6K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.03% | $6M | 67.4K | Q3 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.08% | $6M | 65.2K | Q3 2025OLDER |
| Rakuten Investment Management, Inc.$49.2B AUM | 0.01% | $6M | 65.5K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $5M | 58.9K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.09% | $5M | 58.3K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.08% | $5M | 55.7K | Q1 2026 |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.43% | $5M | 56.7K | Q1 2026 |
| ASPIRIANT, LLC$3.5B AUM | 0.15% | $5M | 55.9K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.02% | $5M | 55.6K | Q1 2026 |
| Wealth Advisors of Iowa, LLC$323M AUM | 1.51% | $5M | 53.5K | Q1 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.01% | $5M | 51.7K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.27% | $5M | 50.7K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $5M | 53.6K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $4M | 49.1K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $4M | 48.7K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.04% | $4M | 53.2K | Q2 2025OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.04% | $4M | 43.6K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.05% | $4M | 43.0K | Q1 2026 |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 2.87% | $4M | 42.9K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.01% | $4M | 42.3K | Q1 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.76% | $4M | 42.1K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.05% | $4M | 42.1K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.04% | $4M | 41.9K | Q1 2026 |
| Shore Point Advisors, LLC$253M AUM | 1.49% | $4M | 41.3K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.02% | $4M | 40.6K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.31% | $4M | 40.3K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.08% | $4M | 40.0K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.02% | $4M | 40.2K | Q1 2026 |
| Samalin Investment Counsel, LLC$282M AUM | 1.29% | $4M | 39.9K | Q1 2026 |
| BlueStem Wealth Partners, LLC$900M AUM | 0.40% | $4M | 39.7K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.19% | $4M | 40.7K | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.09% | $4M | 39.2K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 41.5K | Q2 2025OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.33% | $3M | 37.2K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.02% | $3M | 37.2K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.02% | $3M | 36.9K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $3M | 36.7K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 35.2K | Q1 2026 |
| BridgePort Financial Solutions, LLC$353M AUM | 0.88% | $3M | 34.0K | Q1 2026 |
| RHS Financial, LLC$211M AUM | 1.46% | $3M | 33.7K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.42% | $3M | 33.4K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.06% | $3M | 32.4K | Q1 2026 |
| Corsicana & Co.$158M AUM | 1.87% | $3M | 38.0K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.01% | $3M | 31.3K | Q1 2026 |
| Brickley Wealth Management$583M AUM | 0.49% | $3M | 31.3K | Q1 2026 |
| VAUGHAN & Co SECURITIES, INC.$193M AUM | 1.48% | $3M | 31.2K | Q1 2026 |
| Prism Advisors, Inc.$375M AUM | 0.74% | $3M | 30.1K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 29.3K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.05% | $3M | 29.1K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.06% | $3M | 28.6K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.04% | $3M | 28.1K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $3M | 27.9K | Q1 2026 |
| MorganRosel Wealth Management, LLC$254M AUM | 1.00% | $3M | 27.8K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 27.7K | Q1 2026 |
| Martin Worley Group$204M AUM | 1.23% | $3M | 29.8K | Q2 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.02% | $2M | 27.0K | Q1 2026 |
| Tactive Advisors, LLC$406M AUM | 0.78% | $2M | 28.9K | Q2 2025OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.16% | $2M | 26.1K | Q1 2026 |
| Fortune Financial Advisors, LLC$196M AUM | 1.20% | $2M | 25.8K | Q1 2026 |
| Frontier Asset Management, LLC$477M AUM | 0.49% | $2M | 25.8K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.08% | $2M | 25.5K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 25.3K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.10% | $2M | 25.2K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.04% | $2M | 24.9K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 24.4K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 23.2K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.08% | $2M | 23.1K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.04% | $2M | 22.8K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.16% | $2M | 22.7K | Q1 2026 |
| Klingman & Associates, LLC$2.1B AUM | 0.10% | $2M | 22.5K | Q1 2026 |
| Friedenthal Financial$217M AUM | 1.03% | $2M | 22.5K | Q1 2026 |
| McNaughton Wealth Management, LLC$282M AUM | 0.81% | $2M | 21.5K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 21.2K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 21.1K | Q1 2026 |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 0.49% | $2M | 20.8K | Q1 2026 |
| Hershey Financial Advisers, LLC$116M AUM | 1.58% | $2M | 21.6K | Q4 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.19% | $2M | 20.0K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.10% | $2M | 20.0K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 0.24% | $2M | 19.5K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.06% | $2M | 20.1K | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $2M | 18.7K | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.26% | $2M | 18.0K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.03% | $2M | 17.8K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $2M | 17.7K | Q1 2026 |
| Bellwether Advisors, LLC$590M AUM | 0.27% | $2M | 17.6K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.00% | $2M | 17.5K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 17.4K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 18.5K | Q3 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.05% | $2M | 17.2K | Q1 2026 |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.58% | $2M | 18.3K | Q3 2025OLDER |
| Peterson Wealth Advisors, LLC$752M AUM | 0.20% | $2M | 16.6K | Q1 2026 |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.35% | $2M | 16.6K | Q1 2026 |
| M Holdings Securities, Inc.$1.5B AUM | 0.10% | $2M | 16.6K | Q1 2026 |
| TPG Advisors LLC$160M AUM | 0.94% | $2M | 16.4K | Q1 2026 |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.09% | $2M | 16.1K | Q1 2026 |
| Tacita Capital Inc$169M AUM | 0.85% | $1M | 15.8K | Q1 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 0.43% | $1M | 15.7K | Q1 2026 |
| Capital Advisors, Ltd. LLC$880M AUM | 0.16% | $1M | 15.2K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.02% | $1M | 15.2K | Q1 2026 |
| Carr Financial Group Corp$379M AUM | 0.36% | $1M | 15.1K | Q1 2026 |
| Tempo Wealth, LLC$573M AUM | 0.24% | $1M | 14.9K | Q1 2026 |
| HBK Sorce Advisory LLC$5.0B AUM | 0.03% | $1M | 14.9K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 14.9K | Q1 2026 |
| Foster Group, Inc.$3.8B AUM | 0.04% | $1M | 14.9K | Q1 2026 |
| Aznar Financial Advisors, LLC$104M AUM | 1.30% | $1M | 15.6K | Q4 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $1M | 14.7K | Q1 2026 |
| SAWGRASS ASSET MANAGEMENT LLC$664M AUM | 0.20% | $1M | 14.6K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.02% | $1M | 14.4K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.10% | $1M | 14.4K | Q1 2026 |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.12% | $1M | 14.3K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.04% | $1M | 14.3K | Q1 2026 |
| TSG Advice Partners, LLC$667M AUM | 0.19% | $1M | 14.1K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.01% | $1M | 14.0K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $1M | 13.7K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 13.6K | Q1 2026 |
| Waldron Private Wealth LLC$2.6B AUM | 0.05% | $1M | 13.5K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 13.5K | Q1 2026 |
| Elevation Capital Advisory, LLC$235M AUM | 0.52% | $1M | 13.4K | Q1 2026 |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.23% | $1M | 14.2K | Q2 2025OLDER |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.00% | $1M | 13.8K | Q4 2025OLDER |
| Round Rock Advisors LLC$654M AUM | 0.18% | $1M | 12.9K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $1M | 12.8K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.09% | $1M | 12.8K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.04% | $1M | 12.5K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $1M | 12.5K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $1M | 12.5K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 13.1K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $1M | 12.4K | Q1 2026 |
| PCA Investment Advisory Services Inc.$300M AUM | 0.37% | $1M | 12.2K | Q1 2026 |
| Heirloom Wealth Management$555M AUM | 0.20% | $1M | 12.1K | Q1 2026 |
| Baker Ellis Asset Management LLC$842M AUM | 0.13% | $1M | 11.9K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.13% | $1M | 11.8K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $1M | 12.4K | Q4 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $1M | 11.5K | Q1 2026 |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 0.75% | $1M | 12.1K | Q3 2025OLDER |
| Shira Ridge Wealth Management$287M AUM | 0.41% | $1M | 11.2K | Q1 2026 |
| Callan Family Office, LLC$4.4B AUM | 0.03% | $1M | 12.1K | Q2 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.10% | $1M | 11.0K | Q1 2026 |
| CFG Wealth Management Services, Inc.$110M AUM | 0.90% | $996,573 | 11.0K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.03% | $993,683 | 10.9K | Q1 2026 |
| FOSTER & MOTLEY INC$1.9B AUM | 0.05% | $991,000 | 10.8K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.07% | $989,845 | 10.6K | Q1 2026 |
| Clark Asset Management, LLC$1.3B AUM | 0.09% | $986,705 | 10.8K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.05% | $983,618 | 10.8K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $982,067 | 10.7K | Q1 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 0.33% | $964,519 | 10.6K | Q1 2026 |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.08% | $962,035 | 10.5K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $943,836 | 10.3K | Q1 2026 |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.03% | $937,293 | 10.3K | Q1 2026 |
| SWEENEY & MICHEL, LLC$340M AUM | 0.27% | $928,854 | 9.9K | Q1 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.$139M AUM | 0.64% | $894,969 | 9.8K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $892,130 | 9.8K | Q1 2026 |
| Ellis Investment Partners, LLC$576M AUM | 0.15% | $883,081 | 9.7K | Q1 2026 |
| Lexington Hill Partners, LLC$206M AUM | 0.50% | $880,317 | 9.6K | Q1 2026 |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.31% | $878,187 | 9.6K | Q1 2026 |
| Empirical Asset Management, LLC$379M AUM | 0.22% | $846,700 | 9.3K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $844,259 | 9.2K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.02% | $843,433 | 9.2K | Q1 2026 |
| Arcus Capital Partners, LLC$278M AUM | 0.30% | $834,540 | 9.1K | Q1 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.05% | $826,858 | 9.1K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $821,303 | 8.9K | Q1 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.08% | $815,020 | 8.9K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $804,934 | 8.8K | Q1 2026 |
| Hibernia Wealth Partners, LLC$338M AUM | 0.24% | $802,618 | 8.8K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.03% | $800,371 | 9.2K | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $797,843 | 8.7K | Q1 2026 |
| Private Advisory Group LLC$1.5B AUM | 0.05% | $782,401 | 8.6K | Q1 2026 |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.02% | $778,380 | 8.5K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $776,137 | 8.5K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $776,005 | 8.5K | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $767,325 | 8.4K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.03% | $762,209 | 8.3K | Q1 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.08% | $756,537 | 8.3K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $739,275 | 8.1K | Q1 2026 |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.05% | $733,884 | 8.0K | Q1 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 0.03% | $733,793 | 8.0K | Q1 2026 |
| Premier Path Wealth Partners, LLC$767M AUM | 0.10% | $733,313 | 8.0K | Q1 2026 |
| Portland Financial Advisors Inc$48M AUM | 1.52% | $733,062 | 8.0K | Q1 2026 |
| Black Diamond Financial, LLC$916M AUM | 0.08% | $731,875 | 8.0K | Q1 2026 |
| IFG Advisory, LLC$35M AUM | 0.03% | $721,718 | 8.4K | Q4 2025OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.04% | $720,742 | 7.9K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $716,531 | 7.8K | Q1 2026 |
| Mascoma Wealth Management LLC$484M AUM | 0.15% | $710,146 | 7.8K | Q1 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.09% | $707,569 | 7.7K | Q1 2026 |
| Tolleson Wealth Management, Inc.$693M AUM | 0.10% | $705,266 | 8.2K | Q4 2025OLDER |
| COWA, LLC$371M AUM | 0.19% | $691,927 | 7.6K | Q1 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.04% | $678,549 | 7.4K | Q1 2026 |
| Hilltop Partners LLC$390M AUM | 0.17% | $668,249 | 7.3K | Q1 2026 |
| Heck Capital Advisors, LLC$1.3B AUM | 0.05% | $662,113 | 7.2K | Q1 2026 |
| Pacific Center for Financial Services$394M AUM | 0.17% | $658,388 | 7.2K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $650,377 | 7.7K | Q2 2025OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.04% | $648,492 | 7.1K | Q1 2026 |
| Counterweight Ventures, LLC$178M AUM | 0.36% | $644,889 | 7.1K | Q1 2026 |
| Lantz Financial LLC$546M AUM | 0.13% | $643,336 | 7.0K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $636,481 | 7.9K | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.01% | $624,818 | 7.4K | Q2 2025OLDER |
| Keystone Financial Group$1.5B AUM | 0.04% | $621,798 | 6.8K | Q1 2026 |
| Financial Perspectives, Inc$358M AUM | 0.17% | $616,318 | 6.7K | Q1 2026 |
| Wolff Financial Management LLC$453M AUM | 0.13% | $599,252 | 6.6K | Q1 2026 |
| Pallas Capital Advisors LLC$2.7B AUM | 0.02% | $593,174 | 6.5K | Q1 2026 |
| APPLETON PARTNERS INC/MA$1.4B AUM | 0.04% | $586,000 | 6.4K | Q1 2026 |
| Creekside Partners$243M AUM | 0.24% | $575,182 | 6.3K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $573,621 | 6.3K | Q1 2026 |
| DOHJ, LLC$0 AUM | 0.16% | $565,119 | 7.0K | Q2 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $561,743 | 6.1K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $561,713 | 6.1K | Q1 2026 |
| Greenwich Wealth Management LLC$2.4B AUM | 0.02% | $555,000 | 6.1K | Q1 2026 |
| QTR Family Wealth, LLC$240M AUM | 0.22% | $535,008 | 5.7K | Q1 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.04% | $534,880 | 5.9K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $534,491 | 6.2K | Q4 2025OLDER |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $534,000 | 5.9K | Q1 2026 |
| Aries Wealth Management$455M AUM | 0.12% | $533,601 | 5.8K | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.07% | $532,230 | 5.8K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $531,300 | 6.2K | Q4 2025OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.03% | $526,017 | 5.8K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $525,033 | 5.7K | Q1 2026 |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.03% | $522,616 | 5.7K | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 0.03% | $518,661 | 5.7K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $517,702 | 5.7K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.15% | $517,611 | 5.7K | Q1 2026 |
| Blue Barn Wealth, LLC$69M AUM | 0.23% | $515,885 | 6.1K | Q3 2025OLDER |
| Keenan, LLC$119M AUM | 0.43% | $514,802 | 5.6K | Q1 2026 |
| Citizens National Bank Trust Department$601M AUM | 0.08% | $476,403 | 5.2K | Q1 2026 |
| NFSG Corp$608M AUM | 0.07% | $474,806 | 5.6K | Q3 2025OLDER |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 0.44% | $466,272 | 5.1K | Q1 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.03% | $465,831 | 5.4K | Q4 2025OLDER |
| Horizon Family Wealth, Inc.$189M AUM | 0.25% | $464,799 | 5.1K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $460,441 | 5.0K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.07% | $456,850 | 5.0K | Q1 2026 |
| Sovereign Investment Advisors, LLC$472M AUM | 0.13% | $456,480 | 5.4K | Q2 2025OLDER |
| NORTH DALLAS BANK & TRUST CO$169M AUM | 0.31% | $451,733 | 4.9K | Q1 2026 |
| K2 Financial Inc.$138M AUM | 0.33% | $450,692 | 4.9K | Q1 2026 |
| Opus Financial Solutions LLC$106M AUM | 0.42% | $445,429 | 4.9K | Q1 2026 |
| Acorn Wealth Advisors, LLC$343M AUM | 0.13% | $431,638 | 4.7K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $428,934 | 4.7K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $428,728 | 4.7K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $428,101 | 4.7K | Q1 2026 |
| WBH ADVISORY INC$1.3B AUM | 0.03% | $427,565 | 4.7K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $427,337 | 4.7K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.09% | $424,962 | 4.7K | Q1 2026 |
| LANDAAS & CO /WI /ADV$456M AUM | 0.09% | $424,871 | 4.7K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $424,779 | 4.6K | Q1 2026 |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 0.27% | $424,108 | 4.6K | Q1 2026 |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.08% | $418,770 | 4.6K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $417,914 | 4.6K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $417,013 | 4.6K | Q1 2026 |
| EWA, LLC$548M AUM | 0.09% | $413,193 | 4.5K | Q1 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.26% | $413,137 | 4.5K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 0.01% | $411,291 | 4.5K | Q1 2026 |
| Goldstein Advisors, LLC$900M AUM | 0.05% | $409,393 | 4.5K | Q1 2026 |
| Blankinship & Foster, LLC$452M AUM | 0.09% | $407,360 | 4.5K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.03% | $406,092 | 4.4K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.02% | $405,842 | 4.8K | Q2 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.01% | $405,683 | 4.4K | Q1 2026 |
| Livet Wealth, LLC$157M AUM | 0.26% | $403,593 | 4.4K | Q1 2026 |
| Sage Capital Advisors,llc$482M AUM | 0.09% | $403,216 | 4.4K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $401,937 | 4.4K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $401,697 | 4.4K | Q1 2026 |
| Strategic Wealth Advisors LLC$125M AUM | 0.32% | $400,000 | 4.4K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $392,343 | 4.3K | Q1 2026 |
| James J. Burns & Company, LLC$737M AUM | 0.05% | $391,944 | 4.3K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.03% | $387,817 | 4.2K | Q1 2026 |
| Traction Financial Partners, LLC$162M AUM | 0.24% | $387,500 | 4.2K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $386,766 | 4.2K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $384,819 | 4.5K | Q3 2025OLDER |
| Arrowroot Family Office, LLC$302M AUM | 0.13% | $380,190 | 4.2K | Q1 2026 |
| Insight Wealth Strategies, LLC$896M AUM | 0.04% | $377,975 | 4.1K | Q1 2026 |
| TME FINANCIAL, INC.$144M AUM | 0.26% | $376,383 | 4.1K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.02% | $375,404 | 4.3K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $374,617 | 4.1K | Q1 2026 |
| CEERA INVESTMENTS, LLC$228M AUM | 0.16% | $373,703 | 4.1K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.02% | $370,871 | 4.1K | Q1 2026 |
| Nabity-Jensen Investment Management Inc$144M AUM | 0.26% | $370,323 | 4.1K | Q1 2026 |
| National Wealth Management Group, LLC$269M AUM | 0.14% | $368,490 | 4.0K | Q1 2026 |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 0.03% | $366,120 | 4.0K | Q1 2026 |
| Stablepoint Partners, LLC$723M AUM | 0.05% | $365,023 | 4.0K | Q1 2026 |
| American Wealth Advisors, LLC$96M AUM | 0.38% | $361,522 | 4.0K | Q1 2026 |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.01% | $358,627 | 3.9K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $357,943 | 3.9K | Q1 2026 |
| Urban Wealth Management, LLC$98M AUM | 0.37% | $357,714 | 3.9K | Q1 2026 |
| Diversified Enterprises, LLC$1.8B AUM | 0.02% | $356,983 | 3.9K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $354,489 | 3.9K | Q1 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.04% | $346,973 | 3.8K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.05% | $345,991 | 3.8K | Q1 2026 |
| DRAVO BAY LLC$246M AUM | 0.14% | $345,835 | 3.8K | Q1 2026 |
| Centurion Wealth Management LLC$418M AUM | 0.08% | $345,470 | 3.8K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $341,632 | 3.7K | Q1 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.01% | $336,684 | 3.7K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.01% | $333,331 | 3.6K | Q1 2026 |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.02% | $332,130 | 3.6K | Q1 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC.$616M AUM | 0.05% | $332,011 | 3.6K | Q1 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 0.18% | $331,346 | 3.9K | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $324,995 | 3.6K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $322,171 | 3.5K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.00% | $321,073 | 3.5K | Q1 2026 |
| GDS Wealth Management$1.7B AUM | 0.02% | $320,526 | 3.5K | Q1 2026 |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.13% | $316,597 | 3.5K | Q1 2026 |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.00% | $316,451 | 3.7K | Q4 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $314,124 | 3.4K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $314,039 | 3.4K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $309,714 | 3.7K | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $309,288 | 3.4K | Q1 2026 |
| ARWA LLC$202M AUM | 0.15% | $308,972 | 3.3K | Q1 2026 |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.02% | $308,943 | 3.4K | Q1 2026 |
| BCGM Wealth Management, LLC$398M AUM | 0.08% | $308,463 | 3.4K | Q1 2026 |
| High Net Worth Advisory Group LLC$429M AUM | 0.07% | $307,105 | 3.4K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $305,356 | 3.3K | Q1 2026 |
| Family Capital Trust Co$276M AUM | 0.10% | $301,143 | 3.5K | Q3 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $299,139 | 3.5K | Q4 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $297,683 | 3.3K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 0.01% | $295,280 | 3.2K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $294,758 | 3.2K | Q1 2026 |
| Rare Wolf Capital LLC$154M AUM | 0.19% | $293,755 | 3.2K | Q1 2026 |
| INVESTED ADVISORS$99M AUM | 0.30% | $293,206 | 3.2K | Q1 2026 |
| Pathway Financial Advisors LLC$857M AUM | 0.04% | $289,466 | 3.1K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $287,546 | 3.1K | Q1 2026 |
| First Citizens Financial Corp$239M AUM | 0.14% | $287,176 | 3.1K | Q1 2026 |
| FULTON BANK, N.A.$3.3B AUM | 0.01% | $286,079 | 3.1K | Q1 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.02% | $285,074 | 3.1K | Q1 2026 |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.18% | $284,378 | 3.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $283,247 | 3.1K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $281,311 | 3.1K | Q1 2026 |
| Bolthouse Investments, LLC$111M AUM | 0.25% | $277,725 | 3.2K | Q4 2025OLDER |
| Midwest Trust Co$8.0B AUM | 0.00% | $275,481 | 3.0K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $272,963 | 3.0K | Q1 2026 |
| Catalyst Investment Management LLC$90M AUM | 0.30% | $272,588 | 2.9K | Q1 2026 |
| San Luis Wealth Advisors LLC$604M AUM | 0.05% | $272,520 | 3.2K | Q4 2025OLDER |
| Apeiron RIA LLC$431M AUM | 0.06% | $272,190 | 3.0K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $271,005 | 3.0K | Q1 2026 |
| Claro Advisors Inc.$830M AUM | 0.03% | $268,994 | 2.9K | Q1 2026 |
| Veery Capital, LLC$372M AUM | 0.08% | $268,719 | 2.9K | Q1 2026 |
| Peak Financial Management, Inc.$394M AUM | 0.07% | $267,720 | 2.9K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $264,973 | 2.9K | Q1 2026 |
| Blue Zone Wealth Advisors, LLC$491M AUM | 0.05% | $263,805 | 2.9K | Q1 2026 |
| Vanguard National Trust Co$1.6B AUM | 0.02% | $262,871 | 2.9K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 0.02% | $262,008 | 2.9K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $260,867 | 3.1K | Q3 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $259,034 | 2.8K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $258,222 | 2.8K | Q1 2026 |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.03% | $257,938 | 2.8K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.01% | $257,400 | 2.8K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.08% | $257,025 | 2.8K | Q1 2026 |
| Summit X, LLC$0 AUM | 0.05% | $255,892 | 3.0K | Q2 2025OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.03% | $254,626 | 2.8K | Q1 2026 |
| Kaufman Rossin Wealth, LLC$174M AUM | 0.14% | $252,863 | 2.8K | Q1 2026 |
| Investor's Fiduciary Advisor Network, LLC$326M AUM | 0.08% | $252,000 | 2.8K | Q1 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.03% | $251,365 | 2.9K | Q4 2025OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.07% | $249,623 | 2.7K | Q1 2026 |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.00% | $248,891 | 2.7K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $248,426 | 2.9K | Q3 2025OLDER |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $248,000 | 2.7K | Q1 2026 |
| Richmond Investment Services, LLC$619M AUM | 0.04% | $247,284 | 2.7K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $246,831 | 2.7K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $245,055 | 2.7K | Q1 2026 |
| WARNER FINANCIAL, INC$340M AUM | 0.08% | $245,000 | 2.7K | Q1 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $244,141 | 2.9K | Q3 2025OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.04% | $243,811 | 2.9K | Q2 2025OLDER |
| MANAGED ASSET PORTFOLIOS, LLC$834M AUM | 0.03% | $241,444 | 2.8K | Q4 2025OLDER |
| Invariant Investment Management$171M AUM | 0.15% | $239,840 | 2.6K | Q1 2026 |
| Forum Private Client Group LLC$300M AUM | 0.08% | $239,517 | 2.6K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $238,455 | 3.1K | Q1 2026 |
| Meridian Wealth Advisors, LLC$756M AUM | 0.03% | $236,648 | 2.6K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $236,121 | 2.6K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $235,194 | 2.8K | Q2 2025OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.13% | $234,645 | 2.6K | Q1 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.02% | $233,596 | 2.6K | Q1 2026 |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 0.10% | $232,828 | 2.5K | Q1 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.02% | $229,682 | 2.6K | Q4 2025OLDER |
| United Advisor Group, LLC$811M AUM | 0.03% | $229,156 | 2.5K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $228,334 | 2.5K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $228,013 | 2.6K | Q4 2025OLDER |
| Sun Financial Inc$200M AUM | 0.11% | $225,404 | 2.5K | Q1 2026 |
| Straight Path Wealth Management$374M AUM | 0.06% | $223,491 | 2.4K | Q1 2026 |
| PLANNING DIRECTIONS INC$198M AUM | 0.11% | $221,847 | 2.4K | Q1 2026 |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.06% | $221,095 | 2.6K | Q2 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.02% | $221,025 | 2.4K | Q1 2026 |
| Hudson Oak Wealth Advisory LLC$115M AUM | 0.19% | $220,202 | 2.4K | Q1 2026 |
| Sensible Money, LLC$329M AUM | 0.07% | $217,644 | 2.4K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $216,704 | 2.3K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.04% | $216,317 | 2.5K | Q3 2025OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.01% | $216,090 | 2.4K | Q1 2026 |
| BCU Wealth Advisors, LLC$301M AUM | 0.08% | $212,667 | 2.3K | Q1 2026 |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.02% | $212,161 | 2.3K | Q1 2026 |
| Independence Bank of Kentucky$789M AUM | 0.03% | $212,075 | 2.5K | Q3 2025OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.02% | $211,339 | 2.3K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.01% | $209,000 | 2.4K | Q4 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.00% | $206,131 | 2.3K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $206,131 | 2.3K | Q1 2026 |
| Gen-Wealth Partners Inc$317M AUM | 0.06% | $205,126 | 2.2K | Q1 2026 |
| Oak Asset Management, LLC$290M AUM | 0.07% | $203,116 | 2.2K | Q1 2026 |
| Alteri Wealth LLC$309M AUM | 0.08% | $201,816 | 2.4K | Q2 2025OLDER |
| Bestgate Wealth Advisors, LLC$55M AUM | 0.35% | $201,619 | 2.3K | Q4 2025OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 0.04% | $200,831 | 2.2K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.00% | $200,539 | 2.3K | Q4 2025OLDER |
| Bravias Capital Group, LLC$153M AUM | 0.13% | $200,466 | 2.2K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $197,374 | 2.1K | Q1 2026 |
| ENTRUST FINANCIAL LLC$143M AUM | 0.14% | $195,287 | 2.1K | Q1 2026 |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.01% | $190,277 | 2.2K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $186,602 | 2.0K | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.02% | $175,156 | 1.9K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $167,847 | 1.8K | Q1 2026 |
| Strengthening Families & Communities, LLC$401M AUM | 0.06% | $167,411 | 1.9K | Q4 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $158,527 | 1.7K | Q1 2026 |
| Aspect Partners, LLC$245M AUM | 0.06% | $144,913 | 1.6K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $142,081 | 1.6K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $137,655 | 1.6K | Q4 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.01% | $135,594 | 1.5K | Q1 2026 |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.01% | $134,679 | 1.5K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $128,395 | 1.4K | Q1 2026 |
| Colonial Trust Advisors$1.3B AUM | 0.01% | $121,263 | 1.3K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.02% | $113,025 | 1.2K | Q1 2026 |
| Paladin Advisory Group, LLC$131M AUM | 0.09% | $112,294 | 1.2K | Q1 2026 |
| WFA of San Diego, LLC$125M AUM | 0.09% | $110,832 | 1.2K | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.04% | $110,741 | 1.2K | Q1 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 0.01% | $106,263 | 1.2K | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.01% | $104,837 | 1.1K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.00% | $103,000 | 1.1K | Q1 2026 |
| Reyes Financial Architecture, Inc.$179M AUM | 0.08% | $99,867 | 1.1K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $98,588 | 1.1K | Q1 2026 |
| Silver Grove Financial Group, Inc.$124M AUM | 0.08% | $98,314 | 1.1K | Q1 2026 |
| Transce3nd, LLC$11M AUM | 0.04% | $96,501 | 1.1K | Q2 2025OLDER |
| United Community Bank$300M AUM | 0.03% | $93,654 | 1.0K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $89,909 | 984 | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $89,268 | 977 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.