IJHISHARES TR
CUSIP 464287507 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IJH) has 2,628 institutional holders in Filings Flow’s 13F database, together reporting 1.27B shares worth $85.5B as of Q1 2026. The largest reported holders are Northwestern Mutual Wealth Management Co, Bank Of America Corp /De/, and Bank Of New York Mellon Corp.
Institutional Holders
2,628
Q1 2026
Reported Value
$85.5B
Ticker
IJH
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 5.36% | $8.7B | 128.82M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.33% | $4.5B | 67.16M | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.73% | $4.0B | 58.73M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.68% | $3.6B | 53.51M | Q1 2026 |
| FMR LLC$1.90T AUM | 0.19% | $3.6B | 52.97M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.31% | $2.7B | 40.47M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.15% | $2.5B | 36.88M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.76% | $2.5B | 36.44M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.65% | $2.4B | 36.04M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.03% | $1.9B | 27.96M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.25% | $1.6B | 24.24M | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.21% | $1.6B | 23.84M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.41% | $1.6B | 23.07M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.26% | $1.5B | 22.03M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.07% | $1.1B | 16.82M | Q1 2026 |
| Mariner, LLC$85.7B AUM | 1.27% | $1.1B | 16.11M | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.62% | $1.1B | 15.87M | Q1 2026 |
| First Command Advisory Services, Inc.$14.8B AUM | 7.19% | $1.1B | 15.80M | Q1 2026 |
| Acorns Advisers, LLC$13.5B AUM | 6.94% | $934M | 13.83M | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 4.45% | $685M | 10.15M | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.91% | $672M | 9.95M | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 2.26% | $618M | 9.15M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.14% | $587M | 8.70M | Q1 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 8.77% | $578M | 8.57M | Q1 2026 |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 12.03% | $559M | 8.28M | Q1 2026 |
| Catalyst Capital Advisors LLC$5.4B AUM | 10.42% | $559M | 8.28M | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.26% | $549M | 8.27M | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 1.08% | $533M | 7.90M | Q1 2026 |
| &PARTNERS$20.2B AUM | 2.60% | $526M | 7.78M | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.55% | $522M | 7.74M | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 4.09% | $521M | 7.71M | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.91% | $500M | 7.40M | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 1.90% | $478M | 7.09M | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.17% | $451M | 6.68M | Q1 2026 |
| Starboard Value LP$4.6B AUM | 8.61% | $394M | 5.83M | Q1 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 5.29% | $390M | 5.78M | Q1 2026 |
| Municipal Employees' Retirement System of Michigan$8.8B AUM | 4.37% | $385M | 5.71M | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.54% | $383M | 5.67M | Q1 2026 |
| MAI Capital Management$17.7B AUM | 2.09% | $370M | 5.48M | Q1 2026 |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 9.29% | $364M | 5.39M | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.42% | $343M | 5.08M | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.47% | $329M | 4.92M | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.46% | $328M | 4.86M | Q1 2026 |
| Creative Planning$147.4B AUM | 0.22% | $327M | 4.84M | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 1.74% | $315M | 4.67M | Q1 2026 |
| Circle Wealth Management, LLC$7.0B AUM | 4.42% | $310M | 4.59M | Q1 2026 |
| DAVIS R M INC$5.6B AUM | 4.39% | $247M | 3.66M | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.37% | $239M | 3.54M | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.25% | $239M | 3.53M | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.05% | $212M | 3.14M | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.31% | $211M | 3.12M | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.37% | $210M | 3.11M | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 5.01% | $210M | 3.21M | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 2.87% | $206M | 3.06M | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 1.05% | $206M | 3.05M | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.54% | $196M | 2.90M | Q1 2026 |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 3.91% | $193M | 2.87M | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.73% | $183M | 2.78M | Q4 2025OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 2.70% | $173M | 2.56M | Q1 2026 |
| BLB&B Advisors, LLC$2.4B AUM | 7.13% | $173M | 2.56M | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.16% | $170M | 2.52M | Q1 2026 |
| Haverford Trust Co$10.9B AUM | 1.54% | $168M | 2.48M | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.19% | $167M | 2.47M | Q1 2026 |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 11.20% | $160M | 2.37M | Q1 2026 |
| Sand Hill Global Advisors, LLC$3.0B AUM | 5.34% | $159M | 2.35M | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 3.04% | $158M | 2.34M | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.27% | $154M | 2.28M | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.63% | $146M | 2.16M | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.07% | $146M | 2.16M | Q1 2026 |
| Members Trust Co$3.0B AUM | 4.79% | $144M | 2.13M | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 2.26% | $139M | 2.06M | Q1 2026 |
| SWF LLC$1.1B AUM | 11.93% | $137M | 2.03M | Q1 2026 |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 9.26% | $136M | 2.02M | Q1 2026 |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 6.99% | $132M | 1.96M | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.19% | $131M | 1.94M | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.26% | $130M | 2.01M | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 3.51% | $127M | 1.89M | Q1 2026 |
| Hamilton Capital, LLC$1.9B AUM | 6.49% | $125M | 1.85M | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 1.41% | $125M | 1.82M | Q1 2026 |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 2.42% | $121M | 1.80M | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 1.41% | $120M | 1.77M | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 1.66% | $119M | 1.77M | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.88% | $117M | 1.73M | Q1 2026 |
| Acropolis Investment Management, LLC$2.3B AUM | 5.13% | $116M | 1.72M | Q1 2026 |
| BOKF, NA$6.5B AUM | 1.74% | $114M | 1.68M | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.18% | $113M | 1.67M | Q1 2026 |
| AlTi Global, Inc.$4.6B AUM | 2.38% | $109M | 1.62M | Q1 2026 |
| Lutz Financial Services LLC$1.5B AUM | 7.25% | $108M | 1.60M | Q1 2026 |
| Wealthquest Corp$2.7B AUM | 3.89% | $107M | 1.60M | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 1.58% | $106M | 1.57M | Q1 2026 |
| GREENLEAF TRUST$10.2B AUM | 1.04% | $106M | 1.57M | Q1 2026 |
| Klingman & Associates, LLC$2.1B AUM | 5.03% | $105M | 1.56M | Q1 2026 |
| FIRST INTERSTATE BANK$1.8B AUM | 5.88% | $105M | 1.55M | Q1 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.87% | $99M | 1.47M | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 3.12% | $99M | 1.46M | Q1 2026 |
| Ally Invest Advisors Inc.$1.5B AUM | 6.64% | $99M | 1.46M | Q1 2026 |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 6.39% | $98M | 1.45M | Q1 2026 |
| HORAN Wealth, LLC$1.1B AUM | 9.33% | $98M | 1.47M | Q1 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 4.08% | $97M | 1.44M | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.51% | $97M | 1.44M | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.25% | $96M | 1.42M | Q1 2026 |
| Accredited Investors Inc.$1.9B AUM | 5.15% | $95M | 1.41M | Q1 2026 |
| Lee Financial Co$709M AUM | 13.34% | $95M | 1.40M | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $94M | 1.39M | Q1 2026 |
| Linscomb Wealth, Inc.$2.2B AUM | 4.10% | $92M | 1.37M | Q1 2026 |
| Legacy Wealth Management, LLC$1.9B AUM | 5.22% | $89M | 1.32M | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.33% | $89M | 1.32M | Q1 2026 |
| PLANNING ALTERNATIVES LTD /ADV$775M AUM | 11.33% | $88M | 1.30M | Q1 2026 |
| FIL Ltd$128.7B AUM | 0.07% | $88M | 1.30M | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 1.31% | $85M | 1.26M | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.29% | $84M | 1.25M | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 1.73% | $84M | 1.23M | Q1 2026 |
| Full Sail Capital, LLC$1.8B AUM | 4.62% | $84M | 1.28M | Q3 2025OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 4.93% | $82M | 1.21M | Q1 2026 |
| Alaska Wealth Advisors, LLC$833M AUM | 9.76% | $81M | 1.20M | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.18% | $80M | 1.22M | Q4 2025OLDER |
| Ballentine Partners, LLC$7.2B AUM | 1.10% | $79M | 1.17M | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.04% | $79M | 1.16M | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 1.00% | $78M | 1.08M | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.96% | $78M | 1.16M | Q1 2026 |
| Goelzer Investment Management, Inc.$2.1B AUM | 3.76% | $78M | 1.15M | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.03% | $78M | 1.18M | Q1 2026 |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 13.23% | $76M | 1.13M | Q1 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.40% | $76M | 1.13M | Q1 2026 |
| RKL Wealth Management LLC$1.1B AUM | 6.79% | $75M | 1.12M | Q1 2026 |
| RMR Wealth Builders$1.3B AUM | 5.90% | $75M | 1.11M | Q1 2026 |
| Pine Ridge Advisers LLC$1.6B AUM | 4.52% | $73M | 1.09M | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.84% | $73M | 1.09M | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 3.21% | $73M | 1.08M | Q1 2026 |
| Destination Wealth Management$3.9B AUM | 1.86% | $71M | 1.06M | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 2.27% | $71M | 1.05M | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 5.84% | $68M | 1.01M | Q1 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 1.15% | $66M | 911.1K | Q1 2026 |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 9.19% | $66M | 934.2K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.31% | $66M | 972.3K | Q1 2026 |
| Summit Financial Strategies, Inc.$1.3B AUM | 5.17% | $66M | 972.2K | Q1 2026 |
| Capital Asset Advisory Services LLC$2.6B AUM | 2.52% | $66M | 894.5K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 1.45% | $65M | 894.3K | Q1 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 5.90% | $64M | 1.03M | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.06% | $64M | 947.3K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.24% | $64M | 943.6K | Q1 2026 |
| Bangor Savings Bank$1.4B AUM | 5.01% | $63M | 927.7K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.57% | $63M | 927.6K | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.24% | $63M | 927.2K | Q1 2026 |
| ARROW FINANCIAL CORP$994M AUM | 6.28% | $62M | 924.5K | Q1 2026 |
| CKW FINANCIAL GROUP$917M AUM | 6.79% | $62M | 914.5K | Q1 2026 |
| Chandler Asset Management, Inc.$659M AUM | 9.33% | $62M | 910.9K | Q1 2026 |
| MBL Wealth, LLC$1.3B AUM | 4.64% | $61M | 908.8K | Q1 2026 |
| Quotient Wealth Partners, LLC$3.8B AUM | 1.61% | $61M | 907.1K | Q1 2026 |
| Charter Capital Management, LLC\DE$200M AUM | 30.54% | $61M | 903.2K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.72% | $61M | 900.7K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 5.54% | $61M | 899.1K | Q1 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 3.94% | $60M | 894.0K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.58% | $60M | 969.3K | Q2 2025OLDER |
| First Horizon Advisors, Inc.$3.8B AUM | 1.53% | $59M | 951.5K | Q2 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.44% | $59M | 870.0K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 4.70% | $58M | 858.3K | Q1 2026 |
| Private Wealth Asset Management, LLC$935M AUM | 6.09% | $57M | 844.2K | Q1 2026 |
| WEST PACES ADVISORS INC.$516M AUM | 11.00% | $57M | 841.1K | Q1 2026 |
| Tarbox Family Office, Inc.$616M AUM | 9.12% | $56M | 832.0K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.08% | $56M | 831.5K | Q1 2026 |
| TRUEFG, LLC$377M AUM | 14.87% | $56M | 830.8K | Q1 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 5.68% | $55M | 812.0K | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 4.51% | $54M | 802.7K | Q1 2026 |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 1.83% | $54M | 800.2K | Q1 2026 |
| BlueStem Wealth Partners, LLC$900M AUM | 5.99% | $54M | 797.6K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.03% | $53M | 779.9K | Q1 2026 |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 2.71% | $52M | 777.1K | Q1 2026 |
| Resonant Capital Advisors, LLC$1.9B AUM | 2.75% | $52M | 776.0K | Q1 2026 |
| Portland Global Advisors LLC$938M AUM | 5.58% | $52M | 775.5K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.85% | $52M | 775.0K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.25% | $52M | 773.1K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.62% | $52M | 771.3K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.05% | $52M | 837.1K | Q2 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.05% | $50M | 743.8K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.15% | $50M | 734.0K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 1.48% | $49M | 731.1K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.07% | $49M | 730.5K | Q1 2026 |
| Single Point Partners, LLC$503M AUM | 9.61% | $48M | 715.2K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 2.70% | $48M | 713.4K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 1.30% | $48M | 708.9K | Q1 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM | 4.25% | $48M | 707.5K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.57% | $47M | 691.8K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.13% | $46M | 687.3K | Q1 2026 |
| Nadler Financial Group, Inc.$1.0B AUM | 4.47% | $46M | 686.8K | Q1 2026 |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.08% | $45M | 671.0K | Q1 2026 |
| New England Professional Planning Group Inc.$239M AUM | 18.92% | $45M | 670.3K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.12% | $45M | 660.9K | Q1 2026 |
| American Trust$1.1B AUM | 3.93% | $44M | 658.8K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 1.95% | $44M | 655.7K | Q1 2026 |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 2.16% | $43M | 641.7K | Q1 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 2.40% | $43M | 636.8K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.35% | $43M | 635.6K | Q1 2026 |
| MainStreet Investment Advisors LLC$665M AUM | 6.45% | $43M | 635.1K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.76% | $43M | 649.5K | Q4 2025OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 5.25% | $43M | 632.6K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.62% | $42M | 626.0K | Q1 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.23% | $42M | 618.4K | Q1 2026 |
| GREENWOOD GEARHART LLC$1.8B AUM | 2.24% | $41M | 612.9K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.23% | $41M | 604.7K | Q1 2026 |
| Chesley Taft & Associates LLC$2.6B AUM | 1.70% | $41M | 603.9K | Q1 2026 |
| Grove Bank & Trust$1.0B AUM | 4.60% | $41M | 602.6K | Q1 2026 |
| Graypoint LLC$1.8B AUM | 2.28% | $41M | 654.4K | Q2 2025OLDER |
| FORM Wealth Advisors, LLC$854M AUM | 4.72% | $40M | 596.6K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.43% | $40M | 596.0K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 1.94% | $40M | 607.5K | Q1 2026 |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 4.43% | $40M | 591.8K | Q1 2026 |
| Litman Gregory Wealth Management LLC$1.4B AUM | 2.92% | $40M | 604.3K | Q4 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.71% | $40M | 556.9K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.22% | $40M | 640.8K | Q2 2025OLDER |
| MASON STREET ADVISORS, LLC$1.0B AUM | 3.90% | $40M | 289.9K | Q4 2025OLDER |
| DT Investment Partners, LLC$1.2B AUM | 3.29% | $40M | 586.2K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.30% | $39M | 579.2K | Q1 2026 |
| YHB Investment Advisors, Inc.$1.4B AUM | 2.76% | $38M | 569.5K | Q1 2026 |
| Beaumont Financial Advisors, LLC$1.5B AUM | 2.62% | $38M | 565.4K | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.06% | $38M | 561.7K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.15% | $38M | 560.3K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 2.70% | $37M | 551.8K | Q1 2026 |
| Human Investing LLC$687M AUM | 5.43% | $37M | 551.6K | Q1 2026 |
| Diversified Trust Co$5.4B AUM | 0.69% | $37M | 551.0K | Q1 2026 |
| BANK OF STOCKTON$323M AUM | 11.33% | $37M | 542.6K | Q1 2026 |
| CJM Wealth Advisers, Ltd.$381M AUM | 11.14% | $37M | 541.4K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.52% | $36M | 540.2K | Q1 2026 |
| Hudock, Inc.$680M AUM | 5.36% | $36M | 539.4K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.40% | $36M | 538.8K | Q1 2026 |
| Winthrop Advisory Group LLC$1.2B AUM | 2.96% | $36M | 537.0K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.34% | $36M | 531.3K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.06% | $36M | 547.5K | Q4 2025OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 2.73% | $36M | 535.0K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.22% | $36M | 535.1K | Q1 2026 |
| Drake & Associates, LLC$525M AUM | 6.86% | $36M | 533.2K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.28% | $35M | 522.3K | Q1 2026 |
| FineMark National Bank & Trust$3.2B AUM | 1.10% | $35M | 534.1K | Q4 2025OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 2.06% | $35M | 520.4K | Q1 2026 |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.25% | $35M | 517.5K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.37% | $35M | 515.9K | Q1 2026 |
| Stockman Wealth Management, Inc.$906M AUM | 3.82% | $35M | 512.6K | Q1 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 3.58% | $34M | 510.0K | Q1 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.58% | $34M | 508.4K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.43% | $34M | 507.9K | Q1 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.06% | $34M | 505.1K | Q1 2026 |
| Urban Financial Advisory Corp$283M AUM | 12.04% | $34M | 504.2K | Q1 2026 |
| Callan Family Office, LLC$4.4B AUM | 0.77% | $34M | 503.4K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.50% | $34M | 461.2K | Q1 2026 |
| Planning Project LLC$398M AUM | 8.45% | $34M | 509.3K | Q4 2025OLDER |
| Coastline Trust Co$1.0B AUM | 3.33% | $34M | 497.4K | Q1 2026 |
| Leverty Financial Group, LLC$452M AUM | 7.42% | $34M | 496.5K | Q1 2026 |
| NewSquare Capital LLC$1.2B AUM | 2.90% | $33M | 495.5K | Q1 2026 |
| Robinhood Asset Management, LLC$1.4B AUM | 2.66% | $33M | 506.2K | Q4 2025OLDER |
| Verde Capital Management$468M AUM | 7.14% | $33M | 494.6K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.45% | $33M | 488.1K | Q1 2026 |
| ESL Trust Services, LLC$524M AUM | 6.27% | $33M | 486.1K | Q1 2026 |
| Voya Financial Advisors, Inc.$1.0B AUM | 3.26% | $33M | 494.9K | Q1 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 2.11% | $33M | 484.0K | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 1.36% | $33M | 482.2K | Q1 2026 |
| Bristlecone Advisors, LLC$1.2B AUM | 2.72% | $33M | 498.3K | Q3 2025OLDER |
| Shoker Investment Counsel, Inc.$337M AUM | 9.57% | $32M | 477.3K | Q1 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.61% | $32M | 476.9K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.75% | $32M | 472.2K | Q1 2026 |
| Brand Asset Management Group, Inc.$385M AUM | 8.16% | $31M | 464.7K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.42% | $31M | 463.4K | Q1 2026 |
| Arcataur Capital Management LLC$359M AUM | 8.67% | $31M | 461.6K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.11% | $31M | 459.5K | Q1 2026 |
| Arkos Global Advisors$797M AUM | 3.89% | $31M | 459.2K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 1.59% | $31M | 458.2K | Q1 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE$327M AUM | 9.45% | $31M | 458.2K | Q1 2026 |
| Constellation Investments, Inc.$3.2B AUM | 1.02% | $31M | 455.0K | Q1 2026 |
| Altus Wealth Management, LLC$225M AUM | 13.60% | $31M | 452.9K | Q1 2026 |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 2.28% | $30M | 450.9K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.01% | $30M | 447.5K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.19% | $30M | 1.39M | Q1 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 1.08% | $30M | 442.6K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.14% | $30M | 442.1K | Q1 2026 |
| 1ST SOURCE BANK$1.9B AUM | 1.53% | $30M | 438.8K | Q1 2026 |
| Fiera Capital Corp$29.2B AUM | 0.10% | $30M | 438.6K | Q1 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 3.23% | $30M | 437.3K | Q1 2026 |
| Vestwell Advisors, LLC$365M AUM | 8.08% | $30M | 436.9K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.38% | $30M | 436.9K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 1.09% | $29M | 435.3K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.67% | $29M | 428.5K | Q1 2026 |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 6.20% | $29M | 427.3K | Q1 2026 |
| Retirement Systems of Alabama$30.0B AUM | 0.10% | $29M | 426.5K | Q1 2026 |
| Randolph Co Inc$1.0B AUM | 2.75% | $29M | 426.2K | Q1 2026 |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 5.93% | $29M | 425.3K | Q1 2026 |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 4.85% | $29M | 423.5K | Q1 2026 |
| GenWealth Group, Inc.$584M AUM | 4.87% | $29M | 415.6K | Q4 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.14% | $28M | 420.5K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.15% | $28M | 418.6K | Q1 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 1.69% | $28M | 417.6K | Q1 2026 |
| Mullooly Asset Management, Inc.$271M AUM | 10.38% | $28M | 416.5K | Q1 2026 |
| Wealth Advisory Solutions, LLC$449M AUM | 6.26% | $28M | 416.0K | Q1 2026 |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 3.31% | $28M | 414.9K | Q1 2026 |
| GFS Advisors, LLC$1.6B AUM | 1.78% | $28M | 266.8K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.33% | $28M | 410.7K | Q1 2026 |
| King Wealth Management Group$800M AUM | 3.47% | $28M | 410.6K | Q1 2026 |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 4.23% | $28M | 391.2K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.34% | $28M | 408.5K | Q1 2026 |
| Investments & Financial Planning, LLC$184M AUM | 14.94% | $27M | 406.3K | Q1 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 1.14% | $27M | 415.5K | Q4 2025OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 1.90% | $27M | 400.0K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.05% | $27M | 399.2K | Q1 2026 |
| Bryant Woods Investment Advisors, LLC$272M AUM | 9.87% | $27M | 397.4K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.04% | $27M | 394.7K | Q1 2026 |
| VICUS CAPITAL$1.4B AUM | 1.95% | $26M | 392.0K | Q1 2026 |
| LGL PARTNERS, LLC$243M AUM | 10.81% | $26M | 388.8K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 1.21% | $26M | 386.0K | Q1 2026 |
| PROFESSIONAL ADVISORY SERVICES INC$836M AUM | 3.59% | $26M | 384.7K | Q1 2026 |
| Serenus Wealth Advisors, LLC$501M AUM | 5.18% | $26M | 384.9K | Q1 2026 |
| Twele Capital Management, Inc.$561M AUM | 4.62% | $26M | 384.1K | Q1 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.64% | $26M | 383.2K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 1.33% | $26M | 381.3K | Q1 2026 |
| Iowa State Bank$543M AUM | 4.73% | $26M | 380.4K | Q1 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 3.71% | $26M | 378.3K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $25M | 384.5K | Q1 2026 |
| West Financial Advisors, LLC$659M AUM | 4.28% | $25M | 373.1K | Q1 2026 |
| Ironwood Financial, llc$573M AUM | 4.36% | $25M | 370.1K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.85% | $25M | 369.7K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.45% | $25M | 365.6K | Q1 2026 |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 1.46% | $25M | 364.4K | Q1 2026 |
| FSM Wealth Advisors, LLC$778M AUM | 3.16% | $25M | 363.7K | Q1 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.21% | $24M | 361.1K | Q1 2026 |
| Well Done, LLC$681M AUM | 3.57% | $24M | 359.5K | Q1 2026 |
| NAN FUNG TRINITY (HK) Ltd$911M AUM | 2.66% | $24M | 359.0K | Q1 2026 |
| Glenview Trust Co$6.4B AUM | 0.38% | $24M | 357.5K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 2.15% | $24M | 352.6K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.30% | $24M | 356.0K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.66% | $24M | 353.4K | Q1 2026 |
| LTG Capital LLC$131M AUM | 18.21% | $24M | 353.0K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.23% | $24M | 352.6K | Q1 2026 |
| WASHINGTON TRUST Co$3.0B AUM | 0.80% | $24M | 350.6K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.55% | $23M | 344.8K | Q1 2026 |
| Harbor Group, Inc.$692M AUM | 3.36% | $23M | 344.3K | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.30% | $23M | 343.0K | Q1 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 6.89% | $23M | 340.4K | Q1 2026 |
| INSTRUMENTAL WEALTH, LLC$163M AUM | 14.02% | $23M | 337.8K | Q1 2026 |
| Evernest Financial Advisors, LLC$481M AUM | 4.73% | $23M | 312.6K | Q1 2026 |
| Orin Green Financial, LLC$244M AUM | 9.34% | $23M | 337.1K | Q1 2026 |
| CGC Financial Services, LLC$346M AUM | 6.51% | $23M | 333.5K | Q1 2026 |
| Coyle Financial Counsel LLC$473M AUM | 4.76% | $23M | 333.2K | Q1 2026 |
| Alpine Bank Wealth Management$688M AUM | 3.27% | $22M | 332.6K | Q1 2026 |
| ANB BANK$247M AUM | 9.05% | $22M | 331.4K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 1.54% | $22M | 306.5K | Q1 2026 |
| CONNING INC.$3.0B AUM | 0.74% | $22M | 330.7K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.36% | $22M | 330.7K | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.46% | $22M | 330.7K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.12% | $22M | 330.6K | Q1 2026 |
| Whitcomb & Hess, Inc.$463M AUM | 5.20% | $22M | 329.9K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.13% | $22M | 328.2K | Q1 2026 |
| Centerpoint Advisors, LLC$307M AUM | 7.21% | $22M | 328.2K | Q1 2026 |
| Harbour Trust & Investment Management Co$943M AUM | 2.35% | $22M | 327.9K | Q1 2026 |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 1.67% | $22M | 327.6K | Q1 2026 |
| Trifecta Capital Advisors, LLC$646M AUM | 3.41% | $22M | 326.5K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.11% | $22M | 325.9K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.02% | $22M | 324.8K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.11% | $22M | 335.6K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $22M | 323.7K | Q1 2026 |
| PROVIDA PENSION FUND ADMINISTRATOR$0 AUM | 0.38% | $22M | 330.0K | Q4 2025OLDER |
| PACK Private Wealth, LLC$218M AUM | 9.97% | $22M | 321.4K | Q1 2026 |
| Horan Securities, Inc.$284M AUM | 7.62% | $22M | 349.1K | Q2 2025OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 4.04% | $22M | 318.6K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.24% | $21M | 316.1K | Q1 2026 |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.51% | $21M | 326.1K | Q3 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.04% | $21M | 311.2K | Q1 2026 |
| ROCKLAND TRUST CO$2.5B AUM | 0.85% | $21M | 313.1K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 2.77% | $21M | 311.7K | Q1 2026 |
| PENINSULA ASSET MANAGEMENT INC$196M AUM | 10.74% | $21M | 311.4K | Q1 2026 |
| Madison Asset Management, LLC$8.1B AUM | 0.26% | $21M | 309.1K | Q1 2026 |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 1.42% | $21M | 308.5K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.49% | $21M | 307.9K | Q1 2026 |
| jvl associates llc$352M AUM | 6.96% | $21M | 307.6K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.40% | $21M | 306.6K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.48% | $21M | 306.5K | Q1 2026 |
| Covenant Partners, LLC$0 AUM | 6.05% | $21M | 313.5K | Q4 2025OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.23% | $21M | 305.9K | Q1 2026 |
| Crescent Grove Advisors, LLC$1.0B AUM | 1.99% | $21M | 305.9K | Q1 2026 |
| Smithfield Trust Co$2.3B AUM | 0.90% | $21M | 305.5K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.17% | $21M | 310.7K | Q4 2025OLDER |
| BURNS J W & CO INC/NY$959M AUM | 2.35% | $20M | 303.6K | Q1 2026 |
| MERIDIAN MANAGEMENT CO$402M AUM | 5.10% | $20M | 303.3K | Q1 2026 |
| Cambridge Advisors Inc.$515M AUM | 3.97% | $20M | 303.2K | Q1 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 1.29% | $20M | 301.9K | Q1 2026 |
| PKS Advisory Services, LLC$430M AUM | 4.73% | $20M | 301.2K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.27% | $20M | 301.0K | Q1 2026 |
| Newton One Investments LLC$368M AUM | 5.50% | $20M | 300.0K | Q1 2026 |
| LCW Services, LLC$201M AUM | 10.06% | $20M | 299.8K | Q1 2026 |
| IFG Advisors, LLC$611M AUM | 3.31% | $20M | 299.1K | Q1 2026 |
| Asset Management Group, Inc.$619M AUM | 3.25% | $20M | 298.0K | Q1 2026 |
| Avondale Wealth Management$203M AUM | 9.86% | $20M | 297.0K | Q1 2026 |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 2.57% | $20M | 295.6K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.11% | $20M | 295.0K | Q1 2026 |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 1.39% | $20M | 289.8K | Q1 2026 |
| INTRUST BANK NA$1.2B AUM | 1.59% | $19M | 288.7K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.03% | $19M | 288.4K | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 6.45% | $19M | 288.1K | Q1 2026 |
| Clarity Wealth Advisors, LLC$486M AUM | 4.00% | $19M | 287.9K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $19M | 287.1K | Q1 2026 |
| Platt Investment Counsel, LLC$149M AUM | 14.86% | $19M | 285.8K | Q1 2026 |
| Enterprise Bank & Trust Co$267M AUM | 7.21% | $19M | 311.1K | Q2 2025OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.65% | $19M | 284.2K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.74% | $19M | 283.1K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.78% | $19M | 282.3K | Q1 2026 |
| Kelman-Lazarov, Inc.$698M AUM | 2.73% | $19M | 281.6K | Q1 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 2.40% | $19M | 279.0K | Q1 2026 |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 3.36% | $19M | 277.1K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.01% | $19M | 276.9K | Q1 2026 |
| BostonPremier Wealth LLC$194M AUM | 9.55% | $18M | 273.8K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $18M | 273.7K | Q1 2026 |
| Core Wealth Advisors, Inc.$419M AUM | 4.41% | $18M | 273.4K | Q1 2026 |
| ALPS ADVISORS INC$21.3B AUM | 0.09% | $18M | 272.6K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.70% | $18M | 271.7K | Q1 2026 |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.73% | $18M | 271.0K | Q1 2026 |
| Accretive Wealth Partners, LLC$356M AUM | 5.11% | $18M | 269.3K | Q1 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 1.33% | $18M | 267.6K | Q1 2026 |
| CBM Financial, LLC$160M AUM | 11.20% | $18M | 244.6K | Q1 2026 |
| Richardson Capital Management LLC$207M AUM | 8.65% | $18M | 265.4K | Q1 2026 |
| CAPE ANN SAVINGS BANK$199M AUM | 8.98% | $18M | 264.7K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 1.26% | $18M | 264.7K | Q1 2026 |
| Holland Advisory Services, Inc.$75M AUM | 23.95% | $18M | 264.7K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.41% | $18M | 262.8K | Q1 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 1.75% | $18M | 262.6K | Q1 2026 |
| Curi Capital, LLC$5.6B AUM | 0.31% | $18M | 260.4K | Q1 2026 |
| Simmons Bank$1.5B AUM | 1.17% | $17M | 259.1K | Q1 2026 |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 5.99% | $17M | 259.0K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.41% | $17M | 258.8K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 1.27% | $17M | 258.3K | Q1 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.54% | $17M | 262.2K | Q1 2026 |
| NORRIS PERNE & FRENCH LLP/MI$1.5B AUM | 1.16% | $17M | 256.1K | Q1 2026 |
| CIM INVESTMENT MANAGEMENT INC$375M AUM | 4.61% | $17M | 255.9K | Q1 2026 |
| AA Financial Advisors, LLC$710M AUM | 2.43% | $17M | 255.0K | Q1 2026 |
| Guardian Wealth Advisors, LLC$174M AUM | 9.81% | $17M | 252.8K | Q1 2026 |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 1.36% | $17M | 251.2K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.81% | $17M | 251.0K | Q1 2026 |
| Eley Financial Management, Inc$277M AUM | 6.11% | $17M | 250.5K | Q1 2026 |
| Guidance Point Advisors, LLC$422M AUM | 4.00% | $17M | 249.8K | Q1 2026 |
| MACQUARIE GROUP LTD$16.8B AUM | 0.02% | $17M | 257.7K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.57% | $17M | 249.0K | Q1 2026 |
| MKD WEALTH COACHES, LLC$102M AUM | 16.53% | $17M | 248.8K | Q1 2026 |
| Argent Advisors, Inc.$366M AUM | 4.58% | $17M | 248.6K | Q1 2026 |
| CITIZENS & NORTHERN CORP$401M AUM | 4.18% | $17M | 248.4K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.38% | $17M | 264.3K | Q2 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.57% | $17M | 283.1K | Q1 2026 |
| Windsor Capital Management, LLC$385M AUM | 4.63% | $16M | 243.3K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.30% | $16M | 241.5K | Q1 2026 |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 6.47% | $16M | 240.4K | Q1 2026 |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 5.09% | $16M | 240.2K | Q1 2026 |
| Advisors Capital Management, LLC$8.6B AUM | 0.19% | $16M | 238.8K | Q1 2026 |
| EQUITABLE TRUST CO$2.2B AUM | 0.74% | $16M | 237.1K | Q1 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.34% | $16M | 236.8K | Q1 2026 |
| Apollon Financial, LLC$723M AUM | 2.20% | $16M | 235.2K | Q1 2026 |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 2.71% | $16M | 234.4K | Q1 2026 |
| LONDON CO OF VIRGINIA$16.2B AUM | 0.10% | $16M | 234.4K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.10% | $16M | 234.3K | Q1 2026 |
| SWS Partners$405M AUM | 3.89% | $16M | 233.5K | Q1 2026 |
| Campion Asset Management$147M AUM | 10.68% | $16M | 233.1K | Q1 2026 |
| Ironwood Wealth Management, LLC.$349M AUM | 4.51% | $16M | 232.9K | Q1 2026 |
| Southeast Asset Advisors, LLC$913M AUM | 1.72% | $16M | 232.9K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 1.03% | $16M | 231.2K | Q1 2026 |
| Towercrest Capital Management$642M AUM | 2.42% | $16M | 230.3K | Q1 2026 |
| Mechanics Financial Corp$239M AUM | 6.49% | $15M | 229.2K | Q1 2026 |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 3.80% | $15M | 229.0K | Q1 2026 |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 2.64% | $15M | 227.8K | Q1 2026 |
| Private Advisory Group LLC$1.5B AUM | 1.01% | $15M | 227.6K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.32% | $15M | 227.2K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 0.33% | $15M | 225.8K | Q1 2026 |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 5.86% | $15M | 224.2K | Q1 2026 |
| Highview Capital Management LLC/DE/$275M AUM | 5.50% | $15M | 224.0K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.27% | $15M | 224.0K | Q1 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 5.25% | $15M | 223.5K | Q1 2026 |
| River Street Advisors LLC$296M AUM | 5.10% | $15M | 223.3K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.06% | $15M | 222.2K | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.39% | $15M | 222.1K | Q1 2026 |
| Marietta Wealth Management, LLC$841M AUM | 1.77% | $15M | 220.4K | Q1 2026 |
| Colonial Trust Advisors$1.3B AUM | 1.15% | $15M | 219.2K | Q1 2026 |
| FORBES J M & CO LLP$1.2B AUM | 1.25% | $15M | 219.1K | Q1 2026 |
| Aznar Financial Advisors, LLC$104M AUM | 14.21% | $15M | 224.1K | Q4 2025OLDER |
| Pacific Center for Financial Services$394M AUM | 3.70% | $15M | 216.1K | Q1 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.84% | $15M | 215.4K | Q1 2026 |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 1.08% | $15M | 215.4K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.50% | $14M | 212.8K | Q1 2026 |
| Carroll Advisory Group, LLC$258M AUM | 5.57% | $14M | 212.3K | Q1 2026 |
| KFA Private Wealth Group, LLC$417M AUM | 3.43% | $14M | 211.7K | Q1 2026 |
| Panoramic Capital Partners, LLC$162M AUM | 8.76% | $14M | 210.6K | Q1 2026 |
| First Bank & Trust$680M AUM | 2.29% | $14M | 210.6K | Q1 2026 |
| First Western Trust Bank$2.0B AUM | 0.72% | $14M | 210.3K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.48% | $14M | 214.8K | Q4 2025OLDER |
| St. Louis Trust Co$856M AUM | 1.65% | $14M | 209.7K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.16% | $14M | 216.7K | Q3 2025OLDER |
| UNION SAVINGS BANK$228M AUM | 6.17% | $14M | 208.6K | Q1 2026 |
| Neumann Capital Management, LLC$340M AUM | 4.13% | $14M | 207.8K | Q1 2026 |
| Fairway Wealth LLC$379M AUM | 3.68% | $14M | 206.5K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.02% | $14M | 205.6K | Q1 2026 |
| Hopwood Financial Services, Inc.$148M AUM | 9.32% | $14M | 204.7K | Q1 2026 |
| American Financial Advisors, LLC$750M AUM | 1.84% | $14M | 204.7K | Q1 2026 |
| Enclave Advisors LLC$729M AUM | 1.89% | $14M | 204.2K | Q1 2026 |
| Riverpoint Wealth Management Holdings, LLC$470M AUM | 2.93% | $14M | 204.1K | Q1 2026 |
| HARBOR ADVISORY CORP /MA/$333M AUM | 4.14% | $14M | 203.9K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.38% | $14M | 202.3K | Q1 2026 |
| Gallagher Capital Advisors, LLC$148M AUM | 9.20% | $14M | 202.1K | Q1 2026 |
| Community Bank, N.A.$840M AUM | 1.61% | $14M | 200.9K | Q1 2026 |
| Omega Financial Group, LLC$308M AUM | 4.40% | $14M | 200.5K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.