IEFAISHARES TR
CUSIP 46432F842 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IEFA) has 2,370 institutional holders in Filings Flow’s 13F database, together reporting 1.64B shares worth $148.0B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Jones Financial Companies Lllp.
Institutional Holders
2,370
Q1 2026
Reported Value
$148.0B
Ticker
IEFA
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/$1.37T AUM | 1.34% | $18.4B | 203.09M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.57% | $9.5B | 105.16M | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 4.56% | $9.5B | 108.46M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 1.45% | $7.7B | 85.18M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.94% | $6.3B | 69.33M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 1.23% | $4.6B | 50.86M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 1.11% | $4.2B | 46.03M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 1.25% | $4.0B | 44.65M | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.63% | $3.5B | 38.12M | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 2.03% | $3.3B | 36.34M | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 3.92% | $3.2B | 35.67M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.05% | $3.1B | 34.14M | Q1 2026 |
| FMR LLC$1.90T AUM | 0.14% | $2.6B | 28.38M | Q1 2026 |
| TIAA Wealth Investment Management LLC$13.1B AUM | 16.96% | $2.2B | 25.33M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.22% | $1.9B | 21.17M | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 6.73% | $1.7B | 19.33M | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 2.33% | $1.7B | 19.13M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.11% | $1.7B | 18.96M | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.88% | $1.5B | 16.81M | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.56% | $1.5B | 16.51M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.32% | $1.4B | 15.41M | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 4.09% | $1.2B | 13.20M | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.96% | $1.0B | 11.48M | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 1.11% | $1.0B | 11.48M | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 1.45% | $1.0B | 11.36M | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.19% | $927M | 10.24M | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 3.37% | $922M | 10.19M | Q1 2026 |
| Mariner, LLC$85.7B AUM | 1.03% | $882M | 9.75M | Q1 2026 |
| Betterment LLC$52.8B AUM | 1.59% | $839M | 9.26M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.14% | $801M | 8.85M | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 1.62% | $795M | 8.78M | Q1 2026 |
| Ballentine Partners, LLC$7.2B AUM | 8.40% | $603M | 6.66M | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.19% | $590M | 6.60M | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.87% | $559M | 6.17M | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 3.02% | $550M | 6.59M | Q2 2025OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 4.69% | $537M | 5.94M | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.55% | $515M | 5.69M | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 2.19% | $505M | 5.58M | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.89% | $487M | 5.38M | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.59% | $481M | 5.32M | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 2.81% | $457M | 5.06M | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.11% | $457M | 5.05M | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 6.77% | $454M | 5.02M | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 6.08% | $424M | 4.68M | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.62% | $420M | 4.64M | Q1 2026 |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 8.62% | $420M | 4.64M | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 4.90% | $414M | 4.57M | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 2.07% | $387M | 4.27M | Q1 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 3.25% | $383M | 4.23M | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 1.01% | $364M | 4.02M | Q1 2026 |
| Hirtle & Co., LLC$2.9B AUM | 12.23% | $357M | 3.94M | Q1 2026 |
| Members Trust Co$3.0B AUM | 11.71% | $352M | 3.89M | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 5.05% | $329M | 3.64M | Q1 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 8.97% | $324M | 3.58M | Q1 2026 |
| Bell Bank$2.4B AUM | 13.63% | $321M | 3.55M | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.54% | $321M | 3.49M | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.30% | $321M | 3.54M | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 3.83% | $319M | 3.53M | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 6.37% | $307M | 3.39M | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.43% | $302M | 3.35M | Q1 2026 |
| &PARTNERS$20.2B AUM | 1.48% | $299M | 3.30M | Q1 2026 |
| RiverFront Investment Group, LLC$6.5B AUM | 4.59% | $296M | 3.27M | Q1 2026 |
| MACQUARIE GROUP LTD$16.8B AUM | 0.34% | $294M | 3.37M | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.04% | $287M | 3.17M | Q1 2026 |
| Stairway Partners, LLC$2.1B AUM | 14.48% | $280M | 3.09M | Q1 2026 |
| Heritage Wealth Advisors$2.6B AUM | 10.92% | $279M | 3.09M | Q1 2026 |
| Haverford Trust Co$10.9B AUM | 2.46% | $268M | 2.96M | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 1.34% | $262M | 2.90M | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.29% | $262M | 2.89M | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 1.44% | $261M | 2.88M | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.46% | $260M | 2.88M | Q1 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.44% | $258M | 2.85M | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.36% | $258M | 2.85M | Q1 2026 |
| Wealthquest Corp$2.7B AUM | 9.35% | $256M | 2.84M | Q1 2026 |
| Creative Planning$147.4B AUM | 0.17% | $249M | 2.75M | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 1.83% | $243M | 2.68M | Q1 2026 |
| First Command Advisory Services, Inc.$14.8B AUM | 1.59% | $236M | 2.61M | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 3.56% | $234M | 2.58M | Q1 2026 |
| Quotient Wealth Partners, LLC$3.8B AUM | 6.13% | $233M | 2.57M | Q1 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 9.75% | $233M | 2.57M | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.32% | $227M | 2.51M | Q1 2026 |
| Dixon Mitchell Investment Counsel Inc.$2.9B AUM | 7.79% | $224M | 2.48M | Q1 2026 |
| Investure, LLC$2.0B AUM | 10.94% | $223M | 2.46M | Q1 2026 |
| Nationwide Fund Advisors$2.3B AUM | 9.56% | $218M | 2.41M | Q1 2026 |
| MAI Capital Management$17.7B AUM | 1.23% | $218M | 2.41M | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.53% | $214M | 2.37M | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 3.04% | $212M | 2.34M | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 2.88% | $207M | 2.29M | Q1 2026 |
| Matson Money. Inc.$3.6B AUM | 6.25% | $204M | 2.25M | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.29% | $200M | 2.21M | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 2.45% | $199M | 2.20M | Q1 2026 |
| CKW FINANCIAL GROUP$917M AUM | 21.72% | $199M | 2.17M | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.03% | $197M | 2.18M | Q1 2026 |
| Balentine LLC$2.5B AUM | 7.86% | $195M | 2.15M | Q1 2026 |
| GREENLEAF TRUST$10.2B AUM | 1.90% | $193M | 2.14M | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.15% | $193M | 2.13M | Q1 2026 |
| Retirement Investment Advisors, Inc.$1.4B AUM | 15.02% | $187M | 2.09M | Q1 2026 |
| Passaic Partners LLC$1.1B AUM | 17.25% | $184M | 2.04M | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.05% | $184M | 2.03M | Q1 2026 |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 3.85% | $183M | 2.02M | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.37% | $180M | 1.97M | Q1 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 6.34% | $175M | 1.93M | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 2.19% | $171M | 1.82M | Q1 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 8.13% | $168M | 1.86M | Q1 2026 |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 8.62% | $167M | 1.85M | Q1 2026 |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 12.13% | $162M | 1.79M | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.02% | $161M | 1.77M | Q1 2026 |
| Parcion Private Wealth LLC$1.6B AUM | 9.90% | $160M | 1.76M | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 4.95% | $156M | 1.73M | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 1.59% | $150M | 1.66M | Q1 2026 |
| NEOS Investment Management LLC$19.8B AUM | 0.75% | $148M | 1.64M | Q1 2026 |
| Meeder Advisory Services, Inc.$2.4B AUM | 6.02% | $144M | 1.59M | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.36% | $141M | 1.56M | Q1 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM | 12.52% | $141M | 1.56M | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 8.50% | $140M | 1.54M | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 2.87% | $139M | 1.54M | Q1 2026 |
| Aaron Wealth Advisors LLC$2.0B AUM | 7.90% | $139M | 1.54M | Q1 2026 |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 3.43% | $134M | 1.48M | Q1 2026 |
| UNC Management Company, Inc.$1.6B AUM | 8.13% | $133M | 1.47M | Q1 2026 |
| Facet Wealth, Inc.$5.8B AUM | 2.29% | $132M | 1.46M | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.68% | $125M | 1.39M | Q1 2026 |
| First Financial Bank - Trust Division$1.4B AUM | 9.99% | $124M | 1.37M | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 1.72% | $123M | 1.36M | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.44% | $123M | 1.36M | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.21% | $123M | 1.36M | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 2.11% | $122M | 1.34M | Q1 2026 |
| FORM Wealth Advisors, LLC$854M AUM | 14.19% | $121M | 1.34M | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.37% | $121M | 1.33M | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 3.15% | $120M | 1.32M | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.36% | $119M | 1.32M | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.76% | $118M | 1.51M | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 2.16% | $118M | 1.31M | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.64% | $118M | 1.31M | Q1 2026 |
| SigFig Wealth Management, LLC$3.8B AUM | 3.37% | $115M | 1.27M | Q1 2026 |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 7.79% | $111M | 1.23M | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.04% | $111M | 1.22M | Q1 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 4.99% | $111M | 1.22M | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.44% | $111M | 1.24M | Q4 2025OLDER |
| Wedmont Private Capital$3.1B AUM | 3.56% | $111M | 1.16M | Q1 2026 |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 3.71% | $110M | 1.21M | Q1 2026 |
| AXIOM INVESTORS LLC /DE$9.0B AUM | 1.22% | $109M | 1.21M | Q1 2026 |
| Curi Capital, LLC$5.6B AUM | 1.93% | $108M | 1.20M | Q1 2026 |
| RKL Wealth Management LLC$1.1B AUM | 9.70% | $108M | 1.19M | Q1 2026 |
| 1832 Asset Management L.P.$108.8B AUM | 0.10% | $107M | 1.18M | Q1 2026 |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 10.05% | $103M | 1.14M | Q1 2026 |
| Full Sail Capital, LLC$1.8B AUM | 5.67% | $103M | 1.18M | Q3 2025OLDER |
| Truepoint, Inc.$4.5B AUM | 2.29% | $103M | 1.14M | Q1 2026 |
| Bangor Savings Bank$1.4B AUM | 8.12% | $102M | 1.12M | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.05% | $101M | 1.12M | Q1 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 4.01% | $100M | 1.10M | Q1 2026 |
| Arkos Global Advisors$797M AUM | 12.43% | $99M | 1.09M | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 1.44% | $99M | 1.09M | Q1 2026 |
| National Philanthropic Trust$3.8B AUM | 2.15% | $98M | 1.32M | Q1 2026 |
| MAKENA CAPITAL MANAGEMENT LLC$866M AUM | 11.27% | $98M | 1.08M | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 1.33% | $97M | 1.07M | Q1 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 10.78% | $94M | 1.04M | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 1.07% | $94M | 1.04M | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.85% | $93M | 1.03M | Q1 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.79% | $93M | 1.03M | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 3.18% | $93M | 1.03M | Q1 2026 |
| Diversified Trust Co$5.4B AUM | 1.71% | $92M | 1.02M | Q1 2026 |
| Callan Family Office, LLC$4.4B AUM | 2.07% | $91M | 1.01M | Q1 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 9.58% | $91M | 1.01M | Q1 2026 |
| Wellspring Financial Advisors, LLC$1.3B AUM | 6.81% | $91M | 1.62M | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 4.72% | $91M | 1.00M | Q1 2026 |
| ASPIRIANT, LLC$3.5B AUM | 2.54% | $89M | 986.8K | Q1 2026 |
| CX Institutional$3.5B AUM | 2.72% | $89M | 985.8K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.02% | $87M | 965.6K | Q1 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 9.03% | $87M | 958.3K | Q1 2026 |
| Klingman & Associates, LLC$2.1B AUM | 4.15% | $87M | 957.4K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 1.88% | $87M | 956.1K | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.56% | $86M | 952.6K | Q1 2026 |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 5.04% | $86M | 948.9K | Q1 2026 |
| Fragasso Financial Advisors Inc$1.9B AUM | 5.12% | $85M | 924.8K | Q1 2026 |
| FIRST HAWAIIAN BANK$790M AUM | 11.73% | $84M | 926.7K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.24% | $84M | 923.0K | Q1 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 3.14% | $83M | 919.9K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.45% | $83M | 915.4K | Q1 2026 |
| Disciplina Capital Management LLC$944M AUM | 8.51% | $80M | 887.5K | Q1 2026 |
| CI INVESTMENTS INC.$20.6B AUM | 0.39% | $80M | 883.4K | Q1 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 1.28% | $80M | 882.5K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.42% | $79M | 877.6K | Q1 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM | 0.06% | $79M | 886.9K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.30% | $79M | 876.0K | Q1 2026 |
| True Link Financial Advisors, LLC$1.6B AUM | 4.86% | $79M | 869.0K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.05% | $78M | 863.2K | Q1 2026 |
| Ironwood Wealth Management, LLC.$349M AUM | 22.35% | $78M | 861.0K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.13% | $78M | 857.8K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 2.32% | $78M | 857.1K | Q1 2026 |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 9.95% | $77M | 854.0K | Q1 2026 |
| Janney Capital Management LLC$1.6B AUM | 4.71% | $75M | 838.0K | Q4 2025OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 5.07% | $73M | 810.7K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 1.69% | $73M | 811.0K | Q1 2026 |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 8.62% | $73M | 806.4K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 2.03% | $73M | 801.5K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 1.73% | $73M | 1.13M | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.56% | $71M | 788.5K | Q1 2026 |
| Planning Project LLC$398M AUM | 17.80% | $71M | 791.9K | Q4 2025OLDER |
| Opus Capital Group, LLC$930M AUM | 7.60% | $71M | 780.4K | Q1 2026 |
| Constellation Investments, Inc.$3.2B AUM | 2.34% | $71M | 779.5K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.74% | $69M | 759.8K | Q1 2026 |
| OLYMPUS WEALTH MANAGEMENT, LLC$298M AUM | 22.97% | $68M | 819.2K | Q2 2025OLDER |
| INTRUST BANK NA$1.2B AUM | 5.57% | $68M | 755.3K | Q1 2026 |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 4.02% | $68M | 748.4K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.84% | $68M | 747.9K | Q1 2026 |
| Roth Financial Partners LLC$293M AUM | 22.89% | $67M | 740.7K | Q1 2026 |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.10% | $67M | 740.3K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.18% | $67M | 736.1K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.65% | $66M | 731.7K | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 6.94% | $65M | 716.7K | Q1 2026 |
| Cabot-Wellington, LLC$338M AUM | 19.04% | $64M | 711.0K | Q1 2026 |
| MASON STREET ADVISORS, LLC$1.0B AUM | 6.29% | $64M | 711.0K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.70% | $64M | 708.1K | Q1 2026 |
| Orgel Wealth Management, LLC$4.6B AUM | 1.37% | $64M | 702.4K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.51% | $64M | 701.7K | Q1 2026 |
| Rockbridge Investment Management, LCC$1.1B AUM | 5.70% | $63M | 700.8K | Q1 2026 |
| RMR Wealth Builders$1.3B AUM | 4.95% | $63M | 694.5K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.97% | $62M | 683.7K | Q1 2026 |
| Southern Farm Bureau Life Insurance$947M AUM | 6.32% | $61M | 685.2K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.52% | $61M | 669.8K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 1.08% | $60M | 665.6K | Q1 2026 |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 4.48% | $59M | 656.2K | Q1 2026 |
| Jordan Park Group LLC$1.9B AUM | 3.16% | $59M | 654.9K | Q1 2026 |
| Colony Family Offices, LLC$406M AUM | 14.56% | $59M | 652.3K | Q1 2026 |
| WADDELL & ASSOCIATES, LLC$2.0B AUM | 3.31% | $59M | 647.4K | Q1 2026 |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 4.88% | $58M | 645.5K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.55% | $58M | 634.3K | Q1 2026 |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.48% | $58M | 638.6K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.85% | $58M | 638.3K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.67% | $58M | 637.7K | Q1 2026 |
| Northwest Quadrant Wealth Management, LLC$481M AUM | 11.90% | $57M | 632.5K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 1.32% | $56M | 616.6K | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 4.74% | $56M | 613.8K | Q1 2026 |
| Brickley Wealth Management$583M AUM | 9.53% | $56M | 613.6K | Q1 2026 |
| Leverty Financial Group, LLC$452M AUM | 12.29% | $56M | 613.5K | Q1 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 6.97% | $55M | 605.2K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.05% | $54M | 598.9K | Q1 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.91% | $54M | 597.5K | Q1 2026 |
| Parkside Investments, LLC$823M AUM | 6.56% | $54M | 596.1K | Q1 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 3.29% | $54M | 595.2K | Q1 2026 |
| Ledyard National Bank$1.2B AUM | 4.64% | $54M | 591.8K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 1.09% | $53M | 579.1K | Q1 2026 |
| Shepherd Financial Partners LLC$1.1B AUM | 5.04% | $53M | 586.8K | Q1 2026 |
| Fusion Family Wealth, LLC$1.3B AUM | 3.95% | $53M | 584.7K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.65% | $51M | 566.2K | Q1 2026 |
| BANK OF HAWAII$1.9B AUM | 2.68% | $51M | 566.1K | Q1 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.89% | $51M | 535.2K | Q1 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 1.86% | $51M | 560.0K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.10% | $51M | 559.0K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.56% | $50M | 556.4K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.20% | $50M | 546.7K | Q1 2026 |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 2.99% | $49M | 546.2K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.36% | $49M | 541.5K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.55% | $49M | 532.4K | Q1 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 14.49% | $48M | 533.9K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.23% | $48M | 531.1K | Q1 2026 |
| Alaska Wealth Advisors, LLC$833M AUM | 5.74% | $48M | 527.7K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.70% | $47M | 487.2K | Q1 2026 |
| Revolve Wealth Partners, LLC$965M AUM | 6.14% | $47M | 522.5K | Q1 2026 |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 8.50% | $47M | 519.9K | Q1 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 4.29% | $47M | 600.7K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 1.68% | $47M | 530.6K | Q1 2026 |
| Stash Investments, LLC$258M AUM | 17.99% | $46M | 512.6K | Q1 2026 |
| ISTHMUS PARTNERS, LLC$953M AUM | 4.85% | $46M | 510.8K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.57% | $46M | 510.1K | Q1 2026 |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 4.04% | $46M | 509.7K | Q1 2026 |
| Pacific Capital Wealth Advisors, Inc.$663M AUM | 7.59% | $45M | 499.4K | Q1 2026 |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 3.00% | $45M | 496.1K | Q1 2026 |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 4.58% | $44M | 490.8K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.78% | $44M | 494.5K | Q4 2025OLDER |
| Bishop & Co Investment Management, LLC$292M AUM | 15.17% | $44M | 488.5K | Q1 2026 |
| VICUS CAPITAL$1.4B AUM | 3.25% | $44M | 487.8K | Q1 2026 |
| Global Wealth Strategies & Associates$528M AUM | 10.83% | $44M | 486.8K | Q1 2026 |
| BLB&B Advisors, LLC$2.4B AUM | 1.81% | $44M | 483.1K | Q1 2026 |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 3.48% | $44M | 481.1K | Q1 2026 |
| CBM Financial, LLC$160M AUM | 27.15% | $44M | 448.3K | Q1 2026 |
| 71 West Capital Partners$2.3B AUM | 1.87% | $43M | 469.9K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.20% | $42M | 463.5K | Q1 2026 |
| Probity Advisors, Inc.$631M AUM | 6.61% | $42M | 460.7K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 2.95% | $42M | 460.3K | Q1 2026 |
| Octavia Wealth Advisors, LLC$1.0B AUM | 3.98% | $42M | 459.8K | Q1 2026 |
| Chan Zuckerberg Initiative, LLC$49M AUM | 27.90% | $42M | 464.9K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.02% | $41M | 450.6K | Q1 2026 |
| Acropolis Investment Management, LLC$2.3B AUM | 1.80% | $41M | 449.6K | Q1 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD$689M AUM | 5.89% | $41M | 448.3K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.50% | $40M | 444.6K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.31% | $40M | 440.0K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.64% | $40M | 439.6K | Q1 2026 |
| Center for Financial Planning, Inc.$958M AUM | 4.12% | $39M | 435.6K | Q1 2026 |
| Archford Capital Strategies, LLC$873M AUM | 4.48% | $39M | 432.0K | Q1 2026 |
| Fort Point Capital Partners LLC$825M AUM | 4.66% | $38M | 424.8K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.02% | $38M | 423.4K | Q1 2026 |
| Heck Capital Advisors, LLC$1.3B AUM | 2.79% | $38M | 415.9K | Q1 2026 |
| Smith & Howard Wealth Management, LLC$462M AUM | 8.11% | $37M | 414.2K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.03% | $37M | 407.9K | Q1 2026 |
| Resonant Capital Advisors, LLC$1.9B AUM | 1.93% | $37M | 406.3K | Q1 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV$223M AUM | 17.54% | $37M | 403.8K | Q1 2026 |
| HILLMAN CO$257M AUM | 14.03% | $36M | 398.4K | Q1 2026 |
| Cranbrook Wealth Management, LLC$492M AUM | 7.28% | $36M | 395.3K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.41% | $36M | 395.0K | Q1 2026 |
| Empire Life Investments Inc.$1.6B AUM | 2.15% | $35M | 385.3K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.02% | $35M | 388.1K | Q1 2026 |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 5.92% | $35M | 385.2K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.38% | $35M | 382.3K | Q1 2026 |
| Bull Oak Capital, LLC$260M AUM | 13.29% | $35M | 381.9K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.80% | $35M | 381.6K | Q1 2026 |
| Affiance Financial, LLC$695M AUM | 5.59% | $34M | 381.0K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.14% | $34M | 380.3K | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 9.10% | $34M | 380.2K | Q1 2026 |
| CFO4Life Group, LLC$656M AUM | 5.23% | $34M | 379.2K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.93% | $34M | 378.7K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.26% | $34M | 377.3K | Q1 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 1.97% | $34M | 376.7K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 1.49% | $34M | 376.2K | Q1 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 2.86% | $34M | 375.2K | Q1 2026 |
| Pathway Financial Advisors LLC$857M AUM | 4.16% | $34M | 368.0K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.77% | $33M | 368.9K | Q1 2026 |
| Long Run Wealth Advisors, LLC$531M AUM | 6.27% | $33M | 371.7K | Q4 2025OLDER |
| Beacon Bank & Trust$518M AUM | 6.80% | $33M | 366.2K | Q1 2026 |
| Purpose Unlimited Inc.$2.4B AUM | 1.36% | $33M | 364.4K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.53% | $33M | 363.5K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.07% | $33M | 359.6K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.16% | $33M | 359.3K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.39% | $32M | 357.1K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 1.01% | $32M | 355.7K | Q1 2026 |
| Portland Global Advisors LLC$938M AUM | 3.40% | $32M | 352.2K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 1.46% | $32M | 351.7K | Q1 2026 |
| MTC Wealth Management LLC$211M AUM | 14.94% | $31M | 347.4K | Q1 2026 |
| Iowa State Bank$543M AUM | 5.75% | $31M | 345.4K | Q1 2026 |
| Tennessee Valley Asset Management Partners$757M AUM | 4.13% | $31M | 345.1K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 1.74% | $31M | 344.2K | Q1 2026 |
| Ironsides Asset Advisors, LLC$399M AUM | 7.78% | $31M | 342.7K | Q1 2026 |
| Shoker Investment Counsel, Inc.$337M AUM | 9.21% | $31M | 342.7K | Q1 2026 |
| Allen Investment Management, LLC$8.1B AUM | 0.38% | $31M | 341.2K | Q1 2026 |
| Marion Wealth Management$451M AUM | 6.80% | $31M | 339.0K | Q1 2026 |
| iA Global Asset Management Inc.$7.1B AUM | 0.43% | $30M | 336.5K | Q1 2026 |
| Community Bank, N.A.$840M AUM | 3.62% | $30M | 336.1K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.02% | $30M | 333.9K | Q1 2026 |
| Grove Bank & Trust$1.0B AUM | 3.42% | $30M | 333.8K | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.51% | $30M | 333.2K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.19% | $30M | 332.2K | Q1 2026 |
| University of Massachusetts Foundation, Inc.$0 AUM | 15.11% | $30M | 359.5K | Q2 2025OLDER |
| Strategies Wealth Advisors, LLC$995M AUM | 3.01% | $30M | 331.4K | Q1 2026 |
| New Perspectives, Inc$289M AUM | 10.26% | $30M | 327.2K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.64% | $29M | 325.6K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.33% | $29M | 325.2K | Q1 2026 |
| Coastline Trust Co$1.0B AUM | 2.90% | $29M | 323.2K | Q1 2026 |
| Dean, Jacobson Financial Services, LLC$163M AUM | 17.92% | $29M | 322.2K | Q1 2026 |
| Sovereign Investment Advisors, LLC$472M AUM | 6.16% | $29M | 321.2K | Q1 2026 |
| Conrad N. Hilton Foundation$228M AUM | 12.73% | $29M | 321.0K | Q1 2026 |
| Tull Financial Group, Inc.$224M AUM | 12.93% | $29M | 320.0K | Q1 2026 |
| Regent Peak Wealth Advisors LLC$490M AUM | 5.87% | $29M | 317.8K | Q1 2026 |
| ELEMENT POINTE ADVISORS, LLC$530M AUM | 5.42% | $29M | 317.1K | Q1 2026 |
| WASHINGTON TRUST Co$3.0B AUM | 0.97% | $29M | 316.6K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.98% | $29M | 316.5K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.21% | $29M | 316.4K | Q1 2026 |
| Trek Financial, LLC$1.9B AUM | 1.51% | $28M | 313.6K | Q1 2026 |
| MBL Wealth, LLC$1.3B AUM | 2.14% | $28M | 312.9K | Q1 2026 |
| O'Dell Group, LLC$466M AUM | 6.06% | $28M | 323.5K | Q3 2025OLDER |
| RPTC Inc.$571M AUM | 4.94% | $28M | 311.5K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.41% | $28M | 310.7K | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 1.15% | $28M | 309.5K | Q1 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.36% | $28M | 308.4K | Q1 2026 |
| Twele Capital Management, Inc.$561M AUM | 4.84% | $27M | 299.7K | Q1 2026 |
| Neumann Capital Management, LLC$340M AUM | 7.93% | $27M | 297.5K | Q1 2026 |
| Towercrest Capital Management$642M AUM | 4.15% | $27M | 294.3K | Q1 2026 |
| Liquid Strategies, LLC$465M AUM | 5.68% | $26M | 292.3K | Q1 2026 |
| Tarbox Family Office, Inc.$616M AUM | 4.30% | $26M | 292.2K | Q1 2026 |
| Montis Financial, LLC$484M AUM | 5.47% | $26M | 291.9K | Q1 2026 |
| DT Investment Partners, LLC$1.2B AUM | 2.20% | $26M | 291.4K | Q1 2026 |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 6.47% | $26M | 290.9K | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 2.55% | $26M | 287.0K | Q1 2026 |
| West Financial Advisors, LLC$659M AUM | 4.39% | $26M | 286.0K | Q1 2026 |
| Great Diamond Partners, LLC$582M AUM | 4.92% | $26M | 282.4K | Q1 2026 |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.67% | $25M | 280.4K | Q1 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 8.76% | $25M | 278.1K | Q1 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.93% | $25M | 277.0K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 2.04% | $25M | 299.4K | Q2 2025OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.83% | $25M | 276.0K | Q1 2026 |
| Pine Ridge Advisers LLC$1.6B AUM | 1.54% | $25M | 275.9K | Q1 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM | 1.58% | $25M | 273.8K | Q1 2026 |
| IFG Advisory, LLC$35M AUM | 1.08% | $25M | 277.1K | Q4 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.12% | $25M | 273.5K | Q1 2026 |
| Legacy Wealth Partners, LLC$399M AUM | 6.21% | $25M | 273.5K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.11% | $24M | 268.2K | Q1 2026 |
| Select Equity Group, L.P.$19.5B AUM | 0.10% | $24M | 270.4K | Q4 2025OLDER |
| Salus Financial Advisors, LLC$171M AUM | 14.03% | $24M | 265.7K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.23% | $24M | 288.1K | Q2 2025OLDER |
| WEST PACES ADVISORS INC.$516M AUM | 4.66% | $24M | 265.5K | Q1 2026 |
| MidWestOne Financial Group, Inc.$900M AUM | 2.67% | $24M | 268.3K | Q4 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.04% | $24M | 262.1K | Q1 2026 |
| Martel Wealth Advisors LLC$587M AUM | 4.00% | $23M | 259.3K | Q1 2026 |
| Abundance Wealth Counselors$697M AUM | 3.37% | $23M | 259.2K | Q1 2026 |
| INSPIRE TRUST CO, N.A.$648M AUM | 3.62% | $23M | 259.0K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.64% | $23M | 258.8K | Q1 2026 |
| NorthLanding Financial Partners, LLC$124M AUM | 18.86% | $23M | 258.4K | Q1 2026 |
| Broadview Financial Management, LLC$146M AUM | 15.96% | $23M | 258.1K | Q1 2026 |
| Wela Strategies, Inc.$264M AUM | 8.81% | $23M | 266.2K | Q3 2025OLDER |
| Hudson Capital Management LLC$387M AUM | 6.00% | $23M | 256.6K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 5.18% | $23M | 254.7K | Q1 2026 |
| NEPC LLC$5.0B AUM | 0.46% | $23M | 253.2K | Q1 2026 |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.67% | $23M | 253.0K | Q1 2026 |
| LCNB CORP$297M AUM | 7.69% | $23M | 252.5K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.63% | $23M | 250.3K | Q1 2026 |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 1.19% | $23M | 249.2K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.36% | $22M | 247.3K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.69% | $22M | 247.1K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.53% | $22M | 246.6K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 1.23% | $22M | 246.4K | Q1 2026 |
| S. R. Schill & Associates$148M AUM | 15.02% | $22M | 245.6K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.25% | $22M | 254.1K | Q3 2025OLDER |
| MYCIO WEALTH PARTNERS, LLC$502M AUM | 4.41% | $22M | 244.6K | Q1 2026 |
| Mann Financial Group, Inc.$106M AUM | 20.79% | $22M | 243.9K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.82% | $22M | 243.6K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.04% | $22M | 241.6K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.39% | $22M | 238.4K | Q1 2026 |
| Texas Yale Capital Corp.$3.5B AUM | 0.61% | $22M | 238.2K | Q1 2026 |
| ROGCO, LP$300M AUM | 7.16% | $21M | 236.9K | Q1 2026 |
| Astra Wealth Partners LLC$168M AUM | 12.80% | $21M | 236.8K | Q1 2026 |
| RATIONAL ADVISORS, INC.$980M AUM | 2.18% | $21M | 236.2K | Q1 2026 |
| INSTRUMENTAL WEALTH, LLC$163M AUM | 13.14% | $21M | 236.1K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.10% | $21M | 236.1K | Q1 2026 |
| Guidance Point Advisors, LLC$422M AUM | 5.04% | $21M | 234.9K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.03% | $21M | 234.2K | Q1 2026 |
| First Citizens Asset Management, Inc.$313M AUM | 7.45% | $21M | 232.1K | Q1 2026 |
| Strategic Point Investment Advisors, LLC$767M AUM | 3.05% | $21M | 231.8K | Q1 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 6.27% | $21M | 231.8K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.67% | $21M | 231.4K | Q1 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 1.98% | $21M | 231.1K | Q1 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.01% | $21M | 229.5K | Q1 2026 |
| Marble Wealth, LLC$571M AUM | 3.62% | $21M | 228.3K | Q1 2026 |
| McAdam, LLC$2.2B AUM | 0.93% | $21M | 227.2K | Q1 2026 |
| Wealth Architects, LLC$1.1B AUM | 1.82% | $20M | 226.1K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.75% | $20M | 224.5K | Q1 2026 |
| Shelter Ins Retirement Plan$90M AUM | 22.60% | $20M | 224.3K | Q1 2026 |
| Waterway Wealth Management, LLC$452M AUM | 4.47% | $20M | 261.9K | Q1 2026 |
| Conservest Capital Advisors, Inc.$1.1B AUM | 1.83% | $20M | 222.8K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.42% | $20M | 221.2K | Q1 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM | 4.30% | $20M | 220.2K | Q1 2026 |
| WBH ADVISORY INC$1.3B AUM | 1.49% | $20M | 216.6K | Q1 2026 |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.77% | $20M | 219.3K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.03% | $20M | 218.8K | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 5.02% | $20M | 217.5K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.13% | $20M | 216.7K | Q1 2026 |
| Single Point Partners, LLC$503M AUM | 3.88% | $20M | 215.4K | Q1 2026 |
| LINCOLN CAPITAL CORP$272M AUM | 7.14% | $19M | 214.3K | Q1 2026 |
| LPWM LLC$396M AUM | 4.89% | $19M | 214.0K | Q1 2026 |
| Petix & Botte Co$449M AUM | 4.30% | $19M | 213.1K | Q1 2026 |
| Argent Advisors, Inc.$366M AUM | 5.23% | $19M | 211.5K | Q1 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 8.95% | $19M | 211.2K | Q1 2026 |
| Core Wealth Advisors, Inc.$419M AUM | 4.55% | $19M | 210.5K | Q1 2026 |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 2.97% | $19M | 209.7K | Q1 2026 |
| ERn Financial, LLC$532M AUM | 3.57% | $19M | 209.4K | Q1 2026 |
| Ullmann Wealth Partners Group, LLC$963M AUM | 1.97% | $19M | 209.1K | Q1 2026 |
| WLTH Capital Management, LLC$156M AUM | 14.82% | $19M | 208.9K | Q1 2026 |
| Crescent Grove Advisors, LLC$1.0B AUM | 1.82% | $19M | 208.7K | Q1 2026 |
| Fairway Wealth LLC$379M AUM | 4.96% | $19M | 207.5K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.03% | $18M | 206.6K | Q4 2025OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 2.02% | $18M | 204.1K | Q1 2026 |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 6.27% | $18M | 204.0K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.95% | $18M | 200.5K | Q1 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.09% | $18M | 199.4K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 1.65% | $18M | 199.2K | Q1 2026 |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.89% | $18M | 197.1K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.40% | $18M | 212.8K | Q2 2025OLDER |
| Enclave Advisors LLC$729M AUM | 2.44% | $18M | 196.3K | Q1 2026 |
| Integrated Investment Consultants, LLC$471M AUM | 3.46% | $18M | 197.4K | Q4 2025OLDER |
| James J. Burns & Company, LLC$737M AUM | 2.36% | $17M | 192.2K | Q1 2026 |
| SkyOak Wealth, LLC$546M AUM | 3.18% | $17M | 191.7K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.97% | $17M | 191.4K | Q1 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 3.23% | $17M | 190.5K | Q1 2026 |
| 10Elms LLP$159M AUM | 10.86% | $17M | 187.2K | Q1 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.53% | $17M | 187.8K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.33% | $17M | 189.9K | Q1 2026 |
| FIRST MERCHANTS CORP$2.6B AUM | 0.65% | $17M | 187.6K | Q1 2026 |
| Manhattan West Asset Management, LLC$511M AUM | 3.32% | $17M | 187.4K | Q1 2026 |
| Wick Capital Partners, LLC$548M AUM | 3.09% | $17M | 168.2K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 1.12% | $17M | 187.2K | Q1 2026 |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 6.14% | $17M | 185.7K | Q1 2026 |
| Better Money Decisions, LLC$165M AUM | 10.17% | $17M | 200.4K | Q2 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.41% | $17M | 184.6K | Q1 2026 |
| GUIDANCE CAPITAL, INC$446M AUM | 3.73% | $17M | 174.2K | Q1 2026 |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.05% | $17M | 183.6K | Q1 2026 |
| Piedmont Capital Management, LLC$197M AUM | 8.42% | $17M | 180.3K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.56% | $17M | 184.7K | Q4 2025OLDER |
| MARQUETTE ASSOCIATES, INC.$92M AUM | 17.88% | $16M | 181.6K | Q1 2026 |
| Royal Harbor Partners, LLC$295M AUM | 5.55% | $16M | 181.1K | Q1 2026 |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 7.97% | $16M | 180.8K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.09% | $16M | 180.6K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.44% | $16M | 180.3K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.06% | $16M | 178.3K | Q1 2026 |
| Summit Rock Advisors, LP$16M AUM | 100.00% | $16M | 176.4K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.08% | $16M | 175.9K | Q1 2026 |
| Columbia Bank$350M AUM | 4.52% | $16M | 174.8K | Q1 2026 |
| Aspect Partners, LLC$245M AUM | 6.45% | $16M | 174.3K | Q1 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.30% | $16M | 174.2K | Q1 2026 |
| Coastal Bridge Advisors, LLC$1.4B AUM | 1.11% | $16M | 174.2K | Q1 2026 |
| Main Management LLC$1.4B AUM | 1.15% | $16M | 174.2K | Q1 2026 |
| Trajan Wealth LLC$2.5B AUM | 0.64% | $16M | 174.0K | Q1 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 7.56% | $16M | 173.1K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.