ICSHISHARES TR
CUSIP 46434V878 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (ICSH) has 516 institutional holders in Filings Flow’s 13F database, together reporting 72.25M shares worth $3.7B as of Q1 2026. The largest reported holders are Ubs Group AG, Foster Dykema Cabot & Partners, LLC, and Bank Of America Corp /De/.
Institutional Holders
516
Q1 2026
Reported Value
$3.7B
Ticker
ICSH
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| UBS Group AG$666.3B AUM | 0.04% | $238M | 4.70M | Q1 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM | 13.38% | $210M | 4.15M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $188M | 3.72M | Q1 2026 |
| FMR LLC$1.90T AUM | 0.01% | $174M | 3.44M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.05% | $171M | 3.37M | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.13% | $112M | 2.20M | Q4 2025OLDER |
| Temasek Holdings (Private) Ltd$30.5B AUM | 0.33% | $100M | 1.97M | Q1 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 3.16% | $97M | 1.93M | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.18% | $88M | 1.74M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $85M | 1.67M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $75M | 1.48M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $67M | 1.33M | Q1 2026 |
| Winthrop Advisory Group LLC$1.2B AUM | 5.07% | $62M | 1.22M | Q1 2026 |
| Iron Gate Global Advisors LLC$947M AUM | 6.30% | $60M | 1.18M | Q1 2026 |
| Foster Group, Inc.$3.8B AUM | 1.69% | $57M | 1.12M | Q1 2026 |
| Diversified Portfolios, Inc.$1.2B AUM | 4.59% | $56M | 1.10M | Q1 2026 |
| Acorns Advisers, LLC$13.5B AUM | 0.40% | $54M | 1.06M | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.06% | $49M | 970.6K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 2.01% | $45M | 893.6K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $44M | 864.2K | Q1 2026 |
| Valtinson Bruner Financial Planning LLC$364M AUM | 10.63% | $39M | 764.4K | Q1 2026 |
| Capital Advantage, Inc.$765M AUM | 4.84% | $37M | 731.9K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.25% | $36M | 710.5K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.86% | $35M | 684.4K | Q1 2026 |
| Macro Advisors, Inc.$242M AUM | 13.13% | $32M | 628.4K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $31M | 614.7K | Q1 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 1.62% | $31M | 604.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $25M | 494.6K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.33% | $25M | 493.2K | Q1 2026 |
| Steele Capital Management, Inc.$2.4B AUM | 1.03% | $25M | 492.5K | Q1 2026 |
| Avestar Capital, LLC$1.6B AUM | 1.53% | $24M | 471.8K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.11% | $23M | 458.8K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.06% | $22M | 444.4K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.06% | $22M | 425.9K | Q1 2026 |
| Cynosure Group, LLC$800M AUM | 2.60% | $21M | 411.8K | Q1 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 3.50% | $21M | 407.4K | Q1 2026 |
| Roble, Belko & Company, Inc$787M AUM | 2.60% | $20M | 404.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $20M | 402.1K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.05% | $19M | 380.5K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.29% | $19M | 376.6K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $19M | 364.9K | Q3 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.61% | $18M | 359.2K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.02% | $17M | 333.2K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.25% | $17M | 328.8K | Q1 2026 |
| Sand Hill Global Advisors, LLC$3.0B AUM | 0.56% | $17M | 326.1K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.33% | $16M | 322.8K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.29% | $16M | 318.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $16M | 313.7K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.36% | $15M | 303.4K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.03% | $15M | 301.5K | Q1 2026 |
| Landing Point Financial Group, LLC$206M AUM | 7.35% | $15M | 299.1K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.68% | $15M | 294.6K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $15M | 292.4K | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 1.39% | $14M | 285.0K | Q1 2026 |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 1.11% | $14M | 279.8K | Q1 2026 |
| Wellington Grp LLC$325M AUM | 4.32% | $14M | 277.4K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.07% | $14M | 275.5K | Q1 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC$223M AUM | 6.16% | $14M | 270.9K | Q1 2026 |
| Congress Park Capital LLC$326M AUM | 4.21% | $14M | 270.7K | Q1 2026 |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 5.99% | $14M | 269.6K | Q1 2026 |
| Morningstar Investment Management LLC$1.6B AUM | 0.81% | $13M | 259.0K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.41% | $13M | 255.4K | Q1 2026 |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.67% | $13M | 253.6K | Q1 2026 |
| Exeter Financial, LLC$245M AUM | 5.24% | $13M | 253.3K | Q1 2026 |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 1.20% | $12M | 243.4K | Q1 2026 |
| HANSEATIC MANAGEMENT SERVICES INC$104M AUM | 11.79% | $12M | 243.4K | Q1 2026 |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.98% | $12M | 241.6K | Q1 2026 |
| Bay Capital Advisors, LLC$162M AUM | 7.54% | $12M | 241.5K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.09% | $12M | 237.9K | Q1 2026 |
| Sherry Group, Inc.$92M AUM | 13.13% | $12M | 237.5K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.03% | $12M | 229.2K | Q1 2026 |
| Cannon Financial Strategists, Inc.$761M AUM | 1.51% | $12M | 227.4K | Q1 2026 |
| GUIDANCE CAPITAL, INC$446M AUM | 2.55% | $11M | 225.2K | Q1 2026 |
| Glassy Mountain Advisors, Inc.$322M AUM | 3.50% | $11M | 222.9K | Q1 2026 |
| Boulder Wealth Advisors, LLC$251M AUM | 4.47% | $11M | 221.3K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.20% | $11M | 220.0K | Q4 2025OLDER |
| WJ Wealth Management, LLC$214M AUM | 3.50% | $11M | 218.4K | Q2 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $10M | 201.8K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.08% | $10M | 198.5K | Q1 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.86% | $10M | 194.0K | Q1 2026 |
| Summit Wealth Group, LLC$436M AUM | 2.16% | $9M | 185.5K | Q1 2026 |
| MY Wealth Management Inc.$103M AUM | 8.13% | $9M | 184.4K | Q4 2025OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 1.94% | $9M | 184.1K | Q1 2026 |
| Snider Financial Group$331M AUM | 2.69% | $9M | 176.3K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.05% | $9M | 170.7K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.18% | $8M | 165.4K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.36% | $8M | 163.0K | Q1 2026 |
| WT Wealth Management$336M AUM | 2.45% | $8M | 162.7K | Q1 2026 |
| Advisor OS, LLC$1.4B AUM | 0.59% | $8M | 161.2K | Q1 2026 |
| Rochester Wealth Strategies, LLC$165M AUM | 4.72% | $8M | 153.6K | Q1 2026 |
| Plum Street Advisors, LLC$289M AUM | 2.69% | $8M | 153.2K | Q1 2026 |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.18% | $8M | 151.2K | Q3 2025OLDER |
| Farrow Financial, Inc.$176M AUM | 4.29% | $8M | 149.3K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.01% | $7M | 147.1K | Q1 2026 |
| Philadelphia Investment Partners, LLC$147M AUM | 4.94% | $7M | 143.4K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.03% | $7M | 142.2K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 1.37% | $7M | 141.5K | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.26% | $7M | 141.3K | Q1 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.71% | $7M | 140.1K | Q1 2026 |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 1.84% | $7M | 138.3K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.07% | $7M | 136.1K | Q1 2026 |
| Able Wealth Management LLC$374M AUM | 1.78% | $7M | 131.4K | Q1 2026 |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 4.82% | $7M | 129.7K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $7M | 128.9K | Q1 2026 |
| Constellation Investments, Inc.$3.2B AUM | 0.28% | $6M | 120.0K | Q2 2025OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.41% | $6M | 120.1K | Q1 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.32% | $6M | 116.4K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.22% | $6M | 116.2K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.18% | $6M | 113.6K | Q1 2026 |
| First International Bank & Trust$288M AUM | 1.96% | $6M | 111.4K | Q3 2025OLDER |
| Powerhouse Assets LLC$115M AUM | 4.84% | $6M | 109.8K | Q1 2026 |
| J HAGAN CAPITAL, INC.$185M AUM | 3.00% | $6M | 109.7K | Q1 2026 |
| PEAK FINANCIAL ADVISORS LLC$226M AUM | 2.40% | $5M | 107.1K | Q1 2026 |
| Wealth Architects, LLC$1.1B AUM | 0.48% | $5M | 106.9K | Q1 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.64% | $5M | 104.1K | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 2.58% | $5M | 102.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $5M | 100.5K | Q1 2026 |
| Burt Wealth Advisors$407M AUM | 1.25% | $5M | 100.2K | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $5M | 99.9K | Q1 2026 |
| IRON Financial LLC$229M AUM | 2.21% | $5M | 99.7K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.03% | $5M | 99.6K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.14% | $5M | 99.6K | Q1 2026 |
| Legacy Investment Solutions, LLC$192M AUM | 2.61% | $5M | 98.9K | Q2 2025OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 2.71% | $5M | 99.0K | Q1 2026 |
| WealthBridge Capital Management, LLC$434M AUM | 1.15% | $5M | 98.8K | Q1 2026 |
| Advocacy Wealth Management, LLC$2.3B AUM | 0.22% | $5M | 98.7K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $5M | 97.8K | Q1 2026 |
| Haverford Trust Co$10.9B AUM | 0.05% | $5M | 97.3K | Q1 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.87% | $5M | 96.1K | Q1 2026 |
| Mullaney, Keating & Wright, Inc.$207M AUM | 2.57% | $5M | 93.6K | Q1 2026 |
| SEMITAM BONAM LLC$122M AUM | 3.87% | $5M | 93.6K | Q1 2026 |
| SP Asset Management LLC$1.1B AUM | 0.42% | $5M | 93.1K | Q1 2026 |
| Virtue Capital Management, LLC$657M AUM | 0.71% | $5M | 92.3K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $5M | 92.0K | Q1 2026 |
| RFP Financial Group LLC$184M AUM | 1.88% | $5M | 91.7K | Q3 2025OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 1.48% | $5M | 90.2K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.25% | $5M | 89.9K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.05% | $5M | 89.2K | Q1 2026 |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 3.96% | $5M | 89.2K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.10% | $4M | 87.8K | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 0.86% | $4M | 86.2K | Q2 2025OLDER |
| Agate Pass Investment Management, LLC$271M AUM | 1.68% | $4M | 84.6K | Q1 2026 |
| Realta Investment Advisors$288M AUM | 1.47% | $4M | 84.0K | Q1 2026 |
| LongView Wealth Management$390M AUM | 1.05% | $4M | 82.5K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.01% | $4M | 82.5K | Q4 2025OLDER |
| BCR Wealth Strategies, LLC$319M AUM | 1.31% | $4M | 82.4K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.05% | $4M | 81.3K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $4M | 79.4K | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.65% | $4M | 79.1K | Q1 2026 |
| BARINGS LLC$6.2B AUM | 0.06% | $4M | 78.6K | Q1 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC.$454M AUM | 0.99% | $4M | 78.2K | Q1 2026 |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.23% | $4M | 75.8K | Q1 2026 |
| Hudson Oak Wealth Advisory LLC$115M AUM | 3.30% | $4M | 75.0K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $4M | 74.7K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.15% | $4M | 74.7K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.12% | $4M | 73.7K | Q1 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM | 0.15% | $4M | 73.2K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $4M | 72.6K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.03% | $4M | 71.5K | Q1 2026 |
| GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM | 0.21% | $4M | 71.1K | Q1 2026 |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 0.24% | $4M | 71.0K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.01% | $4M | 70.3K | Q1 2026 |
| TRB Wealth Management, LLC$704M AUM | 0.50% | $4M | 69.2K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $3M | 68.9K | Q1 2026 |
| Parkworth Wealth Management, Inc.$139M AUM | 2.50% | $3M | 68.4K | Q2 2025OLDER |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 1.29% | $3M | 67.4K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.25% | $3M | 67.2K | Q1 2026 |
| David Kennon Inc$279M AUM | 1.22% | $3M | 67.1K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.08% | $3M | 65.8K | Q4 2025OLDER |
| Oakmont Advisory Group, LLC$98M AUM | 3.38% | $3M | 65.5K | Q1 2026 |
| Chesley Taft & Associates LLC$2.6B AUM | 0.14% | $3M | 65.4K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 65.0K | Q1 2026 |
| URS Advisory LLC$137M AUM | 2.39% | $3M | 64.6K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.19% | $3M | 64.4K | Q4 2025OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.73% | $3M | 62.8K | Q1 2026 |
| OFC FINANCIAL PLANNING, LLC$102M AUM | 3.05% | $3M | 61.4K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.04% | $3M | 61.2K | Q1 2026 |
| Client First Capital LLC$231M AUM | 1.30% | $3M | 61.1K | Q4 2025OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.21% | $3M | 60.9K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 59.7K | Q1 2026 |
| Ariadne Wealth Management, LP$223M AUM | 1.35% | $3M | 59.5K | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 0.10% | $3M | 58.0K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $3M | 57.7K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.06% | $3M | 54.7K | Q2 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3M | 54.7K | Q1 2026 |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.91% | $3M | 54.0K | Q1 2026 |
| StoneCrest Wealth Management, Inc.$313M AUM | 1.14% | $3M | 53.3K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.08% | $3M | 51.6K | Q1 2026 |
| Wills Financial Group LLC$265M AUM | 0.97% | $3M | 50.9K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.30% | $3M | 50.3K | Q1 2026 |
| 9823 Capital, L.P.$132M AUM | 1.91% | $3M | 50.0K | Q1 2026 |
| RHS Financial, LLC$211M AUM | 1.20% | $3M | 49.9K | Q1 2026 |
| Family Manage LLC$834M AUM | 0.30% | $2M | 48.6K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 48.3K | Q3 2025OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.52% | $2M | 48.4K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.04% | $2M | 46.0K | Q1 2026 |
| Kintayl Capital LP$192M AUM | 1.42% | $2M | 45.4K | Q3 2025OLDER |
| VISTA FINANCE, LLC$126M AUM | 1.80% | $2M | 44.8K | Q1 2026 |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.25% | $2M | 44.6K | Q1 2026 |
| Michels Family Financial, LLC$139M AUM | 1.62% | $2M | 44.5K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.06% | $2M | 44.0K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.09% | $2M | 43.7K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 43.2K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.11% | $2M | 43.0K | Q1 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 0.31% | $2M | 42.9K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $2M | 42.4K | Q2 2025OLDER |
| Watts Gwilliam & Co., LLC$620M AUM | 0.34% | $2M | 42.1K | Q3 2025OLDER |
| Guardian Wealth Advisors, LLC$174M AUM | 1.22% | $2M | 42.0K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 42.0K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 41.7K | Q1 2026 |
| Quaker Wealth Management, LLC$320M AUM | 0.65% | $2M | 41.4K | Q1 2026 |
| Comprehensive Money Management Services LLC$152M AUM | 1.36% | $2M | 41.1K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2M | 40.9K | Q1 2026 |
| True Link Financial Advisors, LLC$1.6B AUM | 0.13% | $2M | 41.0K | Q4 2025OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.02% | $2M | 40.4K | Q1 2026 |
| Ifrah Financial Services, Inc.$378M AUM | 0.54% | $2M | 40.3K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.07% | $2M | 39.7K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 39.4K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.02% | $2M | 38.8K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.04% | $2M | 38.7K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 38.7K | Q1 2026 |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.91% | $2M | 38.2K | Q4 2025OLDER |
| CGN Advisors LLC$1.4B AUM | 0.15% | $2M | 38.1K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.03% | $2M | 37.3K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $2M | 37.0K | Q1 2026 |
| SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM | 0.08% | $2M | 36.4K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.08% | $2M | 35.6K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 35.3K | Q1 2026 |
| INTREPID FAMILY OFFICE LLC$124M AUM | 1.53% | $2M | 35.0K | Q4 2025OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.20% | $2M | 34.7K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 34.5K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.02% | $2M | 33.7K | Q1 2026 |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.15% | $2M | 33.5K | Q1 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.29% | $2M | 33.5K | Q1 2026 |
| LJI Wealth Management, LLC$626M AUM | 0.27% | $2M | 33.2K | Q1 2026 |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.86% | $2M | 33.1K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $2M | 32.9K | Q1 2026 |
| ZEGA Investments, LLC$890M AUM | 0.23% | $2M | 32.7K | Q2 2025OLDER |
| ACUTE INVESTMENT ADVISORY, LLC$9M AUM | 16.01% | $2M | 32.7K | Q4 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.02% | $2M | 32.3K | Q3 2025OLDER |
| Vista Cima Wealth Management LLC$101M AUM | 1.62% | $2M | 32.3K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $2M | 31.5K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $2M | 31.3K | Q1 2026 |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.07% | $2M | 31.3K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.03% | $2M | 31.2K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.03% | $2M | 31.1K | Q1 2026 |
| BCGM Wealth Management, LLC$398M AUM | 0.39% | $2M | 31.0K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.04% | $2M | 30.7K | Q1 2026 |
| Impact Partnership Wealth, LLC$810M AUM | 0.19% | $2M | 30.6K | Q1 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.02% | $2M | 30.6K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.02% | $2M | 30.5K | Q1 2026 |
| Capital Wealth Alliance, LLC$221M AUM | 0.69% | $2M | 29.9K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.05% | $1M | 29.2K | Q4 2025OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.92% | $1M | 28.9K | Q1 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.06% | $1M | 28.6K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.07% | $1M | 28.4K | Q1 2026 |
| Advocate Investing Services LLC$118M AUM | 1.21% | $1M | 28.2K | Q1 2026 |
| Matrix Trust Co$690M AUM | 0.24% | $1M | 28.1K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.08% | $1M | 28.0K | Q3 2025OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.31% | $1M | 27.6K | Q1 2026 |
| Investor's Fiduciary Advisor Network, LLC$326M AUM | 0.43% | $1M | 27.6K | Q1 2026 |
| Slow Capital, Inc.$770M AUM | 0.18% | $1M | 27.3K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.39% | $1M | 31.8K | Q1 2026 |
| GRIES FINANCIAL LLC$633M AUM | 0.22% | $1M | 27.0K | Q3 2025OLDER |
| Bulwark Capital Corp$178M AUM | 0.82% | $1M | 26.2K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.01% | $1M | 26.0K | Q1 2026 |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.14% | $1M | 26.1K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $1M | 25.7K | Q1 2026 |
| ATX Financial Planning, LLC$132M AUM | 0.98% | $1M | 25.4K | Q1 2026 |
| Long Run Wealth Advisors, LLC$531M AUM | 0.24% | $1M | 24.9K | Q4 2025OLDER |
| Ackerman Asset Management, LLC$143M AUM | 0.87% | $1M | 24.7K | Q1 2026 |
| Alpha Zero LLC$198M AUM | 0.63% | $1M | 24.6K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 24.6K | Q1 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.04% | $1M | 24.5K | Q1 2026 |
| Fusion Capital, LLC$371M AUM | 0.33% | $1M | 24.4K | Q1 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.24% | $1M | 23.5K | Q1 2026 |
| IMG Wealth Management, Inc.$157M AUM | 0.75% | $1M | 23.2K | Q1 2026 |
| Eddie Patel Inc$130M AUM | 0.90% | $1M | 23.2K | Q1 2026 |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 0.71% | $1M | 23.0K | Q1 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.07% | $1M | 22.9K | Q3 2025OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.39% | $1M | 22.0K | Q1 2026 |
| Arista Wealth Management, LLC$927M AUM | 0.15% | $1M | 21.8K | Q2 2025OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.08% | $1M | 21.4K | Q1 2026 |
| BLB&B Advisors, LLC$2.4B AUM | 0.04% | $1M | 21.3K | Q1 2026 |
| Lionsbridge Wealth Management LLC$99M AUM | 1.07% | $1M | 21.1K | Q1 2026 |
| Peterson Wealth Advisors, LLC$752M AUM | 0.14% | $1M | 20.9K | Q1 2026 |
| Factor Wealth Management LTD$661M AUM | 0.20% | $1M | 20.9K | Q1 2026 |
| Bristlecone Advisors, LLC$1.2B AUM | 0.09% | $1M | 20.7K | Q3 2025OLDER |
| Wick Capital Partners, LLC$548M AUM | 0.19% | $1M | 20.6K | Q1 2026 |
| Boltwood Capital Management$436M AUM | 0.26% | $1M | 20.5K | Q1 2026 |
| Round Rock Advisors LLC$654M AUM | 0.16% | $1M | 20.2K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $1M | 20.1K | Q1 2026 |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 0.01% | $1M | 20.0K | Q4 2025OLDER |
| Heritage Trust Co$997M AUM | 0.12% | $1M | 19.8K | Q2 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $1M | 19.8K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $999,847 | 19.8K | Q1 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.03% | $983,040 | 19.4K | Q1 2026 |
| Texas Yale Capital Corp.$3.5B AUM | 0.03% | $979,497 | 19.4K | Q1 2026 |
| Johnson Bixby & Associates, LLC$806M AUM | 0.12% | $974,841 | 19.3K | Q1 2026 |
| Davis Wealth Advisors, LLC$120M AUM | 0.80% | $958,227 | 18.9K | Q1 2026 |
| Hegarty Advisors, LLC$127M AUM | 0.75% | $953,338 | 18.8K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.07% | $926,664 | 18.3K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.06% | $925,776 | 18.3K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.01% | $924,706 | 18.3K | Q1 2026 |
| Old North State Wealth Management, LLC$234M AUM | 0.42% | $900,138 | 17.8K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $898,190 | 17.7K | Q1 2026 |
| J.Safra Asset Management Corp$1.9B AUM | 0.06% | $894,919 | 17.6K | Q2 2025OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.35% | $894,094 | 17.7K | Q1 2026 |
| BAM Wealth Management, LLC$134M AUM | 0.66% | $887,571 | 17.5K | Q1 2026 |
| Base Wealth Management LLC$179M AUM | 0.50% | $886,830 | 17.5K | Q1 2026 |
| BANK OF HAWAII$1.9B AUM | 0.05% | $880,383 | 17.4K | Q1 2026 |
| REDW Wealth LLC$251M AUM | 0.35% | $876,232 | 17.3K | Q1 2026 |
| Jackson Creek Investment Advisors LLC$340M AUM | 0.23% | $871,000 | 17.2K | Q2 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.30% | $859,073 | 17.0K | Q1 2026 |
| Heck Capital Advisors, LLC$1.3B AUM | 0.06% | $851,429 | 16.8K | Q1 2026 |
| WESCAP Management Group, Inc.$508M AUM | 0.16% | $829,156 | 16.4K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $823,233 | 16.3K | Q1 2026 |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.04% | $815,450 | 16.1K | Q1 2026 |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.13% | $814,505 | 16.1K | Q1 2026 |
| Madison Park Capital Advisors, LLC$140M AUM | 0.68% | $809,788 | 16.0K | Q2 2025OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.04% | $798,531 | 15.8K | Q1 2026 |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.07% | $791,359 | 15.6K | Q1 2026 |
| Bulltick Wealth Management, LLC$453M AUM | 0.17% | $775,144 | 15.3K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.13% | $770,943 | 15.2K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.04% | $769,779 | 15.2K | Q1 2026 |
| Argent Advisors, Inc.$366M AUM | 0.21% | $756,971 | 15.0K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $754,937 | 14.9K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $740,542 | 14.6K | Q1 2026 |
| Park Place Capital Corp$499M AUM | 0.15% | $737,946 | 14.6K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.09% | $734,808 | 14.5K | Q1 2026 |
| CWA Asset Management Group, LLC$2.9B AUM | 0.02% | $733,990 | 14.5K | Q1 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV$270M AUM | 0.26% | $713,098 | 14.1K | Q1 2026 |
| Capital Advisors, Ltd. LLC$880M AUM | 0.08% | $702,000 | 13.9K | Q1 2026 |
| Integrated Investment Consultants, LLC$471M AUM | 0.14% | $697,195 | 13.8K | Q4 2025OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 0.19% | $693,483 | 13.7K | Q1 2026 |
| Pacific Center for Financial Services$394M AUM | 0.18% | $691,286 | 13.7K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $689,202 | 13.6K | Q4 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.07% | $682,661 | 13.5K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $682,557 | 13.5K | Q1 2026 |
| Bank of Marin$137M AUM | 0.49% | $670,511 | 13.2K | Q1 2026 |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.10% | $670,215 | 13.2K | Q1 2026 |
| Red Wave Investments LLC$335M AUM | 0.20% | $663,274 | 13.1K | Q1 2026 |
| Emerald Advisors, LLC$808M AUM | 0.08% | $662,443 | 13.1K | Q1 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.06% | $658,118 | 13.0K | Q4 2025OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.29% | $656,795 | 13.0K | Q1 2026 |
| KM Capital Management Ltd.$149M AUM | 0.44% | $648,171 | 12.8K | Q1 2026 |
| Coyle Financial Counsel LLC$473M AUM | 0.13% | $635,382 | 12.6K | Q1 2026 |
| Talon Private Wealth, LLC$753M AUM | 0.08% | $633,917 | 12.5K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $623,669 | 12.3K | Q2 2025OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.06% | $621,411 | 12.3K | Q1 2026 |
| Riverstone Advisors, LLC$203M AUM | 0.31% | $619,579 | 12.2K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $616,167 | 12.2K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $605,690 | 12.0K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $599,323 | 11.8K | Q1 2026 |
| Grey Ledge Advisors, LLC$443M AUM | 0.13% | $596,304 | 11.8K | Q1 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.09% | $591,748 | 11.7K | Q1 2026 |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 0.23% | $589,976 | 11.7K | Q1 2026 |
| Inspire Advisors, LLC$1.2B AUM | 0.05% | $589,961 | 11.7K | Q1 2026 |
| Tilson Financial Group, Inc.$333M AUM | 0.18% | $589,807 | 11.7K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $580,891 | 11.5K | Q1 2026 |
| Astra Wealth Partners LLC$168M AUM | 0.35% | $579,498 | 11.4K | Q1 2026 |
| Prossimo Advisors, LLC$16M AUM | 3.49% | $573,474 | 11.3K | Q1 2026 |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.19% | $569,025 | 11.3K | Q4 2025OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.09% | $562,692 | 11.1K | Q1 2026 |
| Gerald Baker Financial Group LLC$316M AUM | 0.18% | $553,912 | 10.9K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $551,273 | 10.9K | Q1 2026 |
| Atwater Malick LLC$370M AUM | 0.15% | $545,026 | 10.8K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $544,980 | 10.7K | Q2 2025OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.05% | $543,583 | 10.7K | Q4 2025OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.06% | $541,201 | 10.7K | Q2 2025OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.14% | $541,128 | 10.7K | Q1 2026 |
| CEERA INVESTMENTS, LLC$228M AUM | 0.16% | $536,005 | 10.6K | Q2 2025OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 0.05% | $530,839 | 10.5K | Q3 2025OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.02% | $526,301 | 10.4K | Q1 2026 |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.04% | $525,335 | 10.4K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.03% | $522,510 | 10.3K | Q1 2026 |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.18% | $518,163 | 10.2K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $518,056 | 10.2K | Q3 2025OLDER |
| TSFG, LLC$659M AUM | 0.08% | $514,000 | 10.2K | Q1 2026 |
| Sankala Group LLC$122M AUM | 0.42% | $509,512 | 10.1K | Q1 2026 |
| Hexagon Capital Partners LLC$683M AUM | 0.07% | $508,292 | 10.0K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.07% | $506,490 | 10.0K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $506,200 | 10.0K | Q1 2026 |
| Applied Capital LLC$268M AUM | 0.19% | $503,517 | 9.9K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $498,792 | 9.9K | Q1 2026 |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.17% | $494,465 | 9.8K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $491,470 | 9.7K | Q1 2026 |
| Daytona Street Capital LLC$130M AUM | 0.38% | $488,701 | 9.7K | Q1 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 0.23% | $486,863 | 9.6K | Q1 2026 |
| WNY Asset Management, LLC$967M AUM | 0.05% | $486,682 | 9.6K | Q1 2026 |
| Roger Wittlin Investment Advisory, LLC$122M AUM | 0.27% | $485,785 | 9.6K | Q3 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $477,085 | 9.4K | Q1 2026 |
| Optas, LLC$661M AUM | 0.07% | $475,828 | 9.4K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.02% | $466,378 | 9.2K | Q1 2026 |
| Patten Group, Inc.$575M AUM | 0.08% | $464,540 | 9.2K | Q1 2026 |
| CGC Financial Services, LLC$346M AUM | 0.13% | $454,145 | 9.0K | Q1 2026 |
| Copia Wealth Management$146M AUM | 0.31% | $452,290 | 8.9K | Q1 2026 |
| Fortis Advisors, LLC$200M AUM | 0.23% | $451,444 | 8.9K | Q1 2026 |
| Nvest Financial, LLC$268M AUM | 0.17% | $450,518 | 8.9K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $449,759 | 8.9K | Q1 2026 |
| JGP Wealth Management, LLC$1.1B AUM | 0.05% | $447,484 | 8.8K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.00% | $446,000 | 8.8K | Q1 2026 |
| Sandy Cove Advisors, LLC$400M AUM | 0.13% | $442,212 | 8.7K | Q1 2026 |
| EWG Elevate Inc.$320M AUM | 0.14% | $440,833 | 8.7K | Q2 2025OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$174M AUM | 0.33% | $438,724 | 8.7K | Q1 2026 |
| Tulsa Wealth Advisors, INC$570M AUM | 0.08% | $436,243 | 8.6K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $424,853 | 8.4K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $424,651 | 8.4K | Q1 2026 |
| Southland Equity Partners LLC$571M AUM | 0.08% | $420,602 | 8.3K | Q1 2026 |
| SFAM, LLC$108M AUM | 0.39% | $419,132 | 8.3K | Q1 2026 |
| Liquid Strategies, LLC$465M AUM | 0.09% | $415,851 | 8.2K | Q1 2026 |
| New Capital Management LP$406M AUM | 0.10% | $412,502 | 8.1K | Q1 2026 |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.03% | $409,516 | 8.1K | Q1 2026 |
| Seed Wealth Management, Inc.$145M AUM | 0.28% | $404,960 | 8.0K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $402,042 | 7.9K | Q1 2026 |
| Marble Wealth, LLC$571M AUM | 0.07% | $399,645 | 7.9K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.02% | $398,033 | 7.9K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.03% | $393,115 | 7.8K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $387,041 | 7.6K | Q1 2026 |
| Prudent Man Advisors, LLC$334M AUM | 0.12% | $385,066 | 7.6K | Q1 2026 |
| Guardian Partners Inc.$1.2B AUM | 0.03% | $377,752 | 7.4K | Q1 2026 |
| Alley Investment Management Company, LLC$821M AUM | 0.05% | $374,234 | 7.4K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $373,571 | 7.4K | Q3 2025OLDER |
| Courage Miller Partners, LLC$354M AUM | 0.11% | $371,956 | 7.3K | Q1 2026 |
| PROFFITT & GOODSON INC$649M AUM | 0.06% | $367,451 | 7.3K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 0.03% | $367,406 | 7.3K | Q1 2026 |
| Rede Wealth, LLC$278M AUM | 0.13% | $364,935 | 7.2K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $361,537 | 7.1K | Q4 2025OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.02% | $360,921 | 7.1K | Q4 2025OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.07% | $358,541 | 7.1K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $357,911 | 7.1K | Q2 2025OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 0.05% | $354,340 | 7.0K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $353,507 | 7.0K | Q2 2025OLDER |
| Quartz Partners, LLC$259M AUM | 0.13% | $352,796 | 7.0K | Q4 2025OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.08% | $350,649 | 6.9K | Q4 2025OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.04% | $348,057 | 6.9K | Q1 2026 |
| PROFESSIONAL ADVISORY SERVICES INC$836M AUM | 0.05% | $348,000 | 6.9K | Q3 2025OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.10% | $347,988 | 6.9K | Q1 2026 |
| Capstone Financial Advisors, Inc.$1.9B AUM | 0.02% | $346,702 | 6.8K | Q1 2026 |
| Everstar Asset Management, LLC$188M AUM | 0.18% | $342,647 | 6.8K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.04% | $342,055 | 6.7K | Q3 2025OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.02% | $340,924 | 6.7K | Q2 2025OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.23% | $336,117 | 6.6K | Q1 2026 |
| Daybright Advisory Services, Inc.$361M AUM | 0.09% | $335,171 | 6.6K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $334,738 | 6.6K | Q4 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $333,631 | 6.6K | Q3 2025OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 0.03% | $332,219 | 6.6K | Q1 2026 |
| Verum Partners LLC$527M AUM | 0.06% | $330,933 | 6.5K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $329,503 | 6.5K | Q1 2026 |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.05% | $325,456 | 6.4K | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.01% | $324,595 | 6.4K | Q2 2025OLDER |
| MBE Wealth Management, LLC$241M AUM | 0.13% | $306,671 | 6.1K | Q4 2025OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $305,075 | 6.0K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $303,720 | 6.0K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $301,912 | 6.0K | Q4 2025OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $301,897 | 6.0K | Q1 2026 |
| Leading Edge Financial Planning LLC$475M AUM | 0.06% | $301,747 | 6.0K | Q1 2026 |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 0.04% | $301,493 | 6.0K | Q1 2026 |
| Pine Haven Investment Counsel, Inc$149M AUM | 0.22% | $298,658 | 5.9K | Q1 2026 |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.13% | $298,382 | 5.9K | Q1 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.00% | $298,000 | 5.9K | Q4 2025OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.00% | $294,760 | 5.8K | Q1 2026 |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.06% | $293,596 | 5.8K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $293,568 | 5.8K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $290,711 | 5.7K | Q1 2026 |
| CAPITAL INSIGHT PARTNERS, LLC$0 AUM | 0.05% | $287,499 | 5.7K | Q3 2025OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.03% | $286,455 | 5.7K | Q1 2026 |
| Spectrum Planning & Advisory Services Inc.$223M AUM | 0.14% | $277,222 | 5.5K | Q1 2026 |
| Forza Wealth Management, LLC$287M AUM | 0.10% | $277,145 | 5.5K | Q1 2026 |
| Synergy Asset Management, LLC$942M AUM | 0.03% | $273,905 | 5.4K | Q1 2026 |
| Spinnaker Investment Group, LLC$491M AUM | 0.06% | $272,589 | 5.4K | Q1 2026 |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.07% | $269,956 | 5.3K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $269,844 | 5.3K | Q4 2025OLDER |
| OPAL CAPITAL LLC$565M AUM | 0.07% | $267,431 | 2.2K | Q4 2025OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.03% | $267,324 | 5.3K | Q1 2026 |
| Alpha Financial Partners LLC$169M AUM | 0.17% | $265,909 | 5.2K | Q3 2025OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.08% | $265,654 | 5.2K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $263,351 | 5.2K | Q1 2026 |
| Facet Wealth, Inc.$5.8B AUM | 0.00% | $262,832 | 5.2K | Q4 2025OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.01% | $259,833 | 5.1K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $258,729 | 5.1K | Q1 2026 |
| Aviance Capital Partners, LLC$854M AUM | 0.03% | $256,872 | 5.1K | Q4 2025OLDER |
| RCW Management, LLC$98M AUM | 0.26% | $256,593 | 5.1K | Q1 2026 |
| Serenus Wealth Advisors, LLC$501M AUM | 0.05% | $256,238 | 5.1K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.02% | $255,477 | 5.0K | Q2 2025OLDER |
| Premier Financial Group$587M AUM | 0.07% | $253,727 | 5.0K | Q3 2025OLDER |
| Aspen Wealth Strategies, LLC$187M AUM | 0.14% | $253,404 | 5.0K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $253,151 | 5.0K | Q1 2026 |
| MLP3, LLC$91M AUM | 0.28% | $253,100 | 5.0K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.02% | $250,827 | 5.0K | Q1 2026 |
| Turning Point Benefit Group, Inc.$157M AUM | 0.16% | $246,789 | 4.9K | Q1 2026 |
| Traub Capital Management LLC$101M AUM | 0.24% | $246,722 | 4.9K | Q1 2026 |
| Probity Advisors, Inc.$631M AUM | 0.04% | $245,944 | 4.8K | Q2 2025OLDER |
| Claro Advisors Inc.$830M AUM | 0.03% | $237,950 | 4.7K | Q1 2026 |
| NORDEN GROUP LLC$1.0B AUM | 0.02% | $237,408 | 4.7K | Q1 2026 |
| Troutman Wealth Management, LLC$120M AUM | 0.20% | $235,879 | 4.7K | Q1 2026 |
| COFG Advisors, LLC$404M AUM | 0.06% | $235,842 | 4.7K | Q1 2026 |
| M1 Capital Management LLC$217M AUM | 0.11% | $233,561 | 4.6K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $233,105 | 4.6K | Q1 2026 |
| Vertex Planning Partners, LLC$515M AUM | 0.04% | $229,916 | 4.5K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.