IVWISHARES TR
CUSIP 464287309 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IVW) has 2,020 institutional holders in Filings Flow’s 13F database, together reporting 404.94M shares worth $45.7B as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Jpmorgan Chase & Co, and Morgan Stanley.
Institutional Holders
2,020
Q1 2026
Reported Value
$45.7B
Ticker
IVW
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 1.49% | $5.6B | 49.32M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.28% | $4.4B | 40.45M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.23% | $3.9B | 34.31M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.63% | $2.4B | 20.89M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.16% | $2.2B | 19.78M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.33% | $1.7B | 15.36M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.15% | $970M | 8.58M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.21% | $906M | 8.01M | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.76% | $825M | 7.29M | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.35% | $610M | 5.39M | Q1 2026 |
| CWM, LLC$38.1B AUM | 1.42% | $540M | 4.78M | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.57% | $538M | 4.75M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.01% | $513M | 4.53M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.06% | $485M | 4.29M | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 1.52% | $443M | 3.91M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.14% | $440M | 3.89M | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 1.34% | $438M | 3.87M | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 3.41% | $436M | 3.86M | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 2.29% | $413M | 3.65M | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.47% | $403M | 3.57M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.07% | $401M | 3.54M | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 1.05% | $377M | 3.34M | Q1 2026 |
| FIL Ltd$128.7B AUM | 0.27% | $364M | 2.95M | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.29% | $351M | 2.91M | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.48% | $344M | 3.04M | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.16% | $328M | 2.99M | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 1.98% | $305M | 2.69M | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.68% | $273M | 2.42M | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 3.19% | $258M | 2.28M | Q1 2026 |
| SOFI WEALTH, LLC$2.1B AUM | 12.26% | $254M | 2.25M | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 1.64% | $253M | 2.24M | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.25% | $232M | 2.05M | Q1 2026 |
| FMR LLC$1.90T AUM | 0.01% | $232M | 2.05M | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.04% | $224M | 1.98M | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.18% | $223M | 1.97M | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.33% | $222M | 1.97M | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.24% | $215M | 1.90M | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.74% | $206M | 1.82M | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.12% | $187M | 1.65M | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.31% | $169M | 1.50M | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.31% | $165M | 1.47M | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.86% | $159M | 1.41M | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.86% | $156M | 1.37M | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.79% | $154M | 1.36M | Q1 2026 |
| JB Capital LLC$2.5B AUM | 6.11% | $151M | 1.34M | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 1.09% | $145M | 1.29M | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.19% | $138M | 1.22M | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.47% | $132M | 1.17M | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 6.86% | $132M | 1.16M | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.33% | $129M | 1.14M | Q1 2026 |
| Calamos Wealth Management LLC$2.9B AUM | 4.38% | $127M | 1.13M | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.71% | $125M | 1.11M | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.77% | $125M | 1.11M | Q1 2026 |
| LVZ, Inc.$984M AUM | 13.52% | $119M | 1.05M | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.16% | $117M | 1.03M | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.44% | $111M | 896.8K | Q4 2025OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 6.09% | $109M | 963.0K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.58% | $106M | 958.2K | Q2 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.18% | $100M | 885.5K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.16% | $100M | 883.8K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.37% | $97M | 859.4K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 1.40% | $96M | 845.3K | Q1 2026 |
| Advocacy Wealth Management, LLC$2.3B AUM | 4.15% | $94M | 828.7K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $83M | 733.8K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 2.87% | $83M | 732.5K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.44% | $81M | 714.9K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.29% | $80M | 707.8K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.37% | $78M | 688.3K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.05% | $76M | 673.4K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.86% | $72M | 636.4K | Q1 2026 |
| Stegner Investment Associates Inc.$183M AUM | 38.06% | $69M | 614.3K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.14% | $69M | 603.3K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 6.13% | $69M | 598.5K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 1.16% | $68M | 592.9K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.03% | $67M | 595.6K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.80% | $67M | 593.5K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.74% | $66M | 584.2K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.08% | $65M | 576.3K | Q1 2026 |
| SilverOak Wealth Management LLC$632M AUM | 10.14% | $64M | 567.0K | Q1 2026 |
| Icon Wealth Advisors, LLC$1.5B AUM | 4.12% | $64M | 492.9K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.93% | $60M | 532.8K | Q1 2026 |
| Austin Private Wealth, LLC$1.3B AUM | 4.42% | $59M | 482.7K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.24% | $58M | 516.6K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 1.34% | $58M | 508.5K | Q1 2026 |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 2.93% | $57M | 502.8K | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 3.44% | $57M | 501.6K | Q1 2026 |
| Probity Advisors, Inc.$631M AUM | 8.98% | $57M | 501.1K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.92% | $56M | 496.2K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.10% | $55M | 489.3K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.57% | $53M | 471.8K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 4.22% | $53M | 470.2K | Q1 2026 |
| West Wealth Group, LLC$506M AUM | 10.49% | $53M | 469.1K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.24% | $49M | 436.5K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.99% | $49M | 434.2K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 1.36% | $49M | 432.3K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.70% | $48M | 422.1K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.57% | $46M | 410.2K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.43% | $44M | 391.1K | Q1 2026 |
| MA Private Wealth$591M AUM | 7.47% | $44M | 390.3K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.50% | $44M | 388.5K | Q1 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 14.65% | $42M | 372.2K | Q1 2026 |
| Sharkey, Howes & Javer$829M AUM | 5.65% | $42M | 370.8K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.38% | $42M | 369.6K | Q1 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.36% | $41M | 361.2K | Q1 2026 |
| FINANCIAL LIFE ADVISORS$321M AUM | 12.72% | $41M | 361.0K | Q1 2026 |
| Lee Financial Co$709M AUM | 5.66% | $40M | 354.5K | Q1 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 1.68% | $40M | 353.9K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.16% | $40M | 353.0K | Q1 2026 |
| Calydon Capital$613M AUM | 6.51% | $40M | 352.5K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.06% | $40M | 350.4K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.21% | $39M | 348.3K | Q1 2026 |
| CGC Financial Services, LLC$346M AUM | 11.35% | $39M | 347.3K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.80% | $39M | 343.2K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.02% | $39M | 341.8K | Q1 2026 |
| Foundation Wealth Management, LLC$148M AUM | 25.84% | $38M | 338.2K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.36% | $38M | 332.6K | Q1 2026 |
| LMG Wealth Partners, LLC$549M AUM | 6.84% | $38M | 331.8K | Q1 2026 |
| Praetorian Wealth Management, Inc.$580M AUM | 7.12% | $37M | 314.7K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.05% | $37M | 346.3K | Q1 2026 |
| Busey Bank$3.7B AUM | 1.01% | $37M | 329.6K | Q1 2026 |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 4.60% | $37M | 325.8K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.83% | $37M | 332.5K | Q2 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 1.35% | $37M | 323.0K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.02% | $36M | 335.0K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.40% | $35M | 312.4K | Q1 2026 |
| Blue Edge Capital, LLC$753M AUM | 4.71% | $35M | 285.6K | Q4 2025OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.34% | $35M | 308.1K | Q1 2026 |
| ShoreHaven Wealth Partners, LLC$278M AUM | 12.40% | $35M | 305.3K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.53% | $34M | 303.7K | Q1 2026 |
| Horst & Graben Wealth Management LLC$729M AUM | 4.70% | $34M | 262.4K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.22% | $34M | 275.8K | Q1 2026 |
| Stone House Investment Management, LLC$558M AUM | 6.02% | $34M | 296.8K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.81% | $34M | 315.6K | Q4 2025OLDER |
| Capital Analysts, LLC$3.8B AUM | 0.88% | $33M | 294.5K | Q1 2026 |
| AMARILLO NATIONAL BANK$566M AUM | 5.87% | $33M | 294.0K | Q1 2026 |
| BARINGS LLC$6.2B AUM | 0.61% | $33M | 269.0K | Q4 2025OLDER |
| Powell Investment Advisors, LLC$290M AUM | 11.31% | $33M | 290.1K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.59% | $33M | 288.5K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 1.24% | $33M | 288.4K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.57% | $32M | 261.9K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.27% | $32M | 283.3K | Q1 2026 |
| Sterling Investment Counsel, LLC$357M AUM | 8.98% | $32M | 283.2K | Q1 2026 |
| EWA, LLC$548M AUM | 7.21% | $32M | 281.2K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.34% | $32M | 280.0K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.75% | $32M | 279.7K | Q1 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.68% | $31M | 275.9K | Q1 2026 |
| Meridian Wealth Partners, LLC$729M AUM | 4.23% | $31M | 272.5K | Q1 2026 |
| Silicon Valley Capital Partners$1.0B AUM | 3.01% | $31M | 271.7K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.38% | $31M | 270.7K | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 2.95% | $30M | 266.3K | Q1 2026 |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 3.76% | $30M | 266.2K | Q1 2026 |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 1.82% | $30M | 265.8K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.92% | $30M | 265.7K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.78% | $30M | 272.9K | Q2 2025OLDER |
| EQ LLC$355M AUM | 8.45% | $30M | 265.3K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.14% | $30M | 264.4K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.71% | $30M | 263.8K | Q1 2026 |
| Pettinga Financial Advisors LLC$624M AUM | 5.58% | $30M | 262.2K | Q1 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.56% | $30M | 262.0K | Q1 2026 |
| High Falls Advisors, Inc$494M AUM | 5.98% | $29M | 239.3K | Q4 2025OLDER |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.04% | $29M | 258.7K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.47% | $29M | 257.4K | Q1 2026 |
| FIRST MERCHANTS CORP$2.6B AUM | 1.10% | $29M | 255.6K | Q1 2026 |
| PINKERTON WEALTH, LLC$1.1B AUM | 2.63% | $29M | 234.3K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.05% | $28M | 251.4K | Q1 2026 |
| KWMG, LLC$1.4B AUM | 2.37% | $28M | 250.8K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.23% | $28M | 250.0K | Q1 2026 |
| Detalus Advisors, LLC$438M AUM | 6.43% | $28M | 248.9K | Q1 2026 |
| Security Financial Services, INC.$632M AUM | 4.45% | $28M | 248.8K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.55% | $28M | 227.0K | Q1 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 3.93% | $28M | 247.3K | Q1 2026 |
| ADG Wealth Management Group, LLC$145M AUM | 19.19% | $28M | 245.6K | Q1 2026 |
| Smith Anglin Financial, LLC$1.1B AUM | 2.48% | $27M | 248.8K | Q2 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.20% | $27M | 240.4K | Q1 2026 |
| SPC Financial, Inc.$1.3B AUM | 2.12% | $27M | 224.4K | Q3 2025OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 2.93% | $27M | 239.1K | Q1 2026 |
| Graypoint LLC$1.8B AUM | 1.52% | $27M | 245.5K | Q2 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 1.01% | $27M | 235.4K | Q1 2026 |
| Stokes Family Office, LLC$969M AUM | 2.72% | $26M | 233.4K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.74% | $26M | 230.8K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 1.19% | $26M | 230.1K | Q1 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 6.73% | $26M | 227.6K | Q1 2026 |
| hemming& Wealth Management, Inc.$143M AUM | 17.89% | $26M | 226.6K | Q1 2026 |
| One Wealth Advisors, LLC$803M AUM | 3.19% | $26M | 226.4K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $26M | 226.4K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.46% | $26M | 198.7K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.41% | $26M | 225.6K | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.53% | $25M | 225.2K | Q1 2026 |
| PAX Financial Group, LLC$586M AUM | 4.33% | $25M | 224.5K | Q1 2026 |
| Saiph Capital, LLC$264M AUM | 9.54% | $25M | 222.8K | Q1 2026 |
| FIRST HAWAIIAN BANK$790M AUM | 3.51% | $25M | 221.9K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.05% | $25M | 220.7K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 2.43% | $25M | 217.9K | Q1 2026 |
| SWMG, LLC$350M AUM | 6.97% | $24M | 215.9K | Q1 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 2.65% | $24M | 212.3K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 3.33% | $24M | 211.4K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.81% | $24M | 209.7K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.73% | $24M | 208.7K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.33% | $23M | 207.5K | Q1 2026 |
| Trek Financial, LLC$1.9B AUM | 1.24% | $23M | 206.6K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.17% | $23M | 203.0K | Q1 2026 |
| Keystone Financial Services$341M AUM | 6.69% | $23M | 201.7K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.53% | $22M | 198.5K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.18% | $22M | 198.3K | Q1 2026 |
| MCMORGAN & CO LLC$618M AUM | 3.59% | $22M | 196.3K | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.91% | $22M | 196.1K | Q1 2026 |
| Callan Family Office, LLC$4.4B AUM | 0.50% | $22M | 194.7K | Q1 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 1.42% | $22M | 178.4K | Q4 2025OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 15.80% | $22M | 190.2K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 1.48% | $22M | 167.6K | Q1 2026 |
| Kelly Financial Services LLC$467M AUM | 5.19% | $21M | 190.6K | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.24% | $21M | 189.9K | Q1 2026 |
| INSTRUMENTAL WEALTH, LLC$163M AUM | 13.08% | $21M | 188.2K | Q1 2026 |
| Guidance Point Advisors, LLC$422M AUM | 5.02% | $21M | 187.3K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.58% | $21M | 187.3K | Q1 2026 |
| Frontier Asset Management, LLC$477M AUM | 4.36% | $21M | 183.8K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.24% | $21M | 183.5K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 1.31% | $21M | 183.4K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $21M | 182.3K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.12% | $21M | 182.0K | Q1 2026 |
| Adaptive Financial Consulting, LLC$261M AUM | 7.83% | $20M | 180.8K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 1.56% | $20M | 179.7K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $20M | 178.6K | Q1 2026 |
| Scissortail Wealth Management, LLC$498M AUM | 4.01% | $20M | 176.2K | Q1 2026 |
| Elevated Financial Group LLC$308M AUM | 6.44% | $20M | 175.0K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.77% | $20M | 174.7K | Q1 2026 |
| Gallagher Capital Advisors, LLC$148M AUM | 12.77% | $20M | 160.3K | Q4 2025OLDER |
| Kilter Group LLC$232M AUM | 8.45% | $20M | 173.4K | Q1 2026 |
| TABR Capital Management, LLC$109M AUM | 12.84% | $19M | 156.1K | Q4 2025OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 5.05% | $19M | 169.0K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 1.10% | $19M | 168.9K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.09% | $19M | 168.1K | Q1 2026 |
| ONE Advisory Partners, LLC$324M AUM | 5.86% | $19M | 168.0K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.09% | $19M | 167.2K | Q1 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 2.24% | $19M | 167.0K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.26% | $19M | 166.6K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.09% | $19M | 164.9K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.30% | $18M | 162.3K | Q1 2026 |
| Legacy Financial Group LLC$795M AUM | 2.30% | $18M | 161.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $18M | 161.8K | Q1 2026 |
| Rothschild Wealth LLC$1.1B AUM | 1.63% | $18M | 159.0K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.24% | $18M | 158.9K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.08% | $18M | 158.7K | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 6.11% | $18M | 156.9K | Q1 2026 |
| Capital Advisors, Ltd. LLC$880M AUM | 2.01% | $18M | 156.6K | Q1 2026 |
| DT Investment Partners, LLC$1.2B AUM | 1.47% | $18M | 156.1K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 1.95% | $18M | 154.9K | Q1 2026 |
| Acropolis Investment Management, LLC$2.3B AUM | 0.77% | $17M | 154.0K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 1.12% | $17M | 153.4K | Q1 2026 |
| Independent Solutions Wealth Management, LLC$679M AUM | 2.55% | $17M | 153.3K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.77% | $17M | 153.1K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.04% | $17M | 151.9K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 1.35% | $17M | 132.3K | Q1 2026 |
| Trust Point Inc.$1.2B AUM | 1.49% | $17M | 151.8K | Q1 2026 |
| Sterling Financial Planning, Inc.$337M AUM | 4.99% | $17M | 148.7K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.19% | $17M | 148.3K | Q1 2026 |
| McNaughton Wealth Management, LLC$282M AUM | 6.91% | $17M | 147.7K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.60% | $17M | 147.2K | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 1.81% | $17M | 146.6K | Q1 2026 |
| Ironwood Financial, llc$573M AUM | 2.89% | $17M | 146.1K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.05% | $16M | 145.2K | Q1 2026 |
| Cypress Wealth Services, LLC$708M AUM | 2.30% | $16M | 144.1K | Q1 2026 |
| Rodgers & Associates, LTD$982M AUM | 1.66% | $16M | 143.7K | Q1 2026 |
| Royal Fund Management, LLC$1.1B AUM | 1.54% | $16M | 143.4K | Q1 2026 |
| Watts Gwilliam & Co., LLC$620M AUM | 2.61% | $16M | 134.2K | Q3 2025OLDER |
| Lansing Street Advisors$397M AUM | 4.08% | $16M | 143.2K | Q1 2026 |
| Marks Group Wealth Management, Inc$1.0B AUM | 1.55% | $16M | 141.7K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.90% | $16M | 141.5K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.42% | $16M | 139.9K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.34% | $16M | 139.5K | Q1 2026 |
| Carbahal Olsen Financial Services Group, LLC$125M AUM | 12.47% | $16M | 137.9K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $15M | 136.3K | Q1 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 1.76% | $15M | 135.9K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.51% | $15M | 133.1K | Q1 2026 |
| Planned Solutions, Inc.$306M AUM | 4.87% | $15M | 131.5K | Q1 2026 |
| Carl P. Sherr & Co., LLC$213M AUM | 6.94% | $15M | 130.5K | Q1 2026 |
| BANK HAPOALIM BM$652M AUM | 1.28% | $15M | 119.5K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.16% | $15M | 130.0K | Q1 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.10% | $15M | 128.3K | Q1 2026 |
| CX Institutional$3.5B AUM | 0.44% | $15M | 128.2K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $14M | 117.2K | Q1 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.53% | $14M | 126.6K | Q1 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 1.74% | $14M | 126.5K | Q1 2026 |
| FineMark National Bank & Trust$3.2B AUM | 0.44% | $14M | 115.5K | Q4 2025OLDER |
| Ascent Capital Management, LLC$125M AUM | 11.28% | $14M | 117.0K | Q3 2025OLDER |
| American Wealth Advisors, LLC$96M AUM | 14.58% | $14M | 123.7K | Q1 2026 |
| Invst, LLC$886M AUM | 1.58% | $14M | 123.5K | Q1 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.24% | $14M | 105.4K | Q1 2026 |
| Perkins Coie Trust Co$603M AUM | 2.61% | $14M | 120.2K | Q1 2026 |
| Blue Zone Wealth Advisors, LLC$491M AUM | 2.76% | $14M | 120.1K | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.55% | $14M | 112.1K | Q3 2025OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.79% | $14M | 119.4K | Q1 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.86% | $13M | 119.0K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.76% | $13M | 118.9K | Q1 2026 |
| Bay Harbor Wealth Management, LLC$386M AUM | 3.48% | $13M | 118.5K | Q1 2026 |
| Signature Wealth Management Partners, LLC$199M AUM | 6.71% | $13M | 118.3K | Q1 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.81% | $13M | 118.0K | Q1 2026 |
| W ADVISORS, LLC$195M AUM | 6.84% | $13M | 117.9K | Q1 2026 |
| Midwest Financial Group LLC$234M AUM | 5.67% | $13M | 117.6K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.18% | $13M | 117.3K | Q1 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.17% | $13M | 116.7K | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.36% | $13M | 115.3K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.36% | $13M | 114.9K | Q1 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.27% | $13M | 113.7K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.02% | $13M | 113.4K | Q1 2026 |
| Keebeck Wealth Management$889M AUM | 1.44% | $13M | 113.1K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.43% | $13M | 112.7K | Q1 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 2.90% | $13M | 112.7K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.06% | $13M | 111.4K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.34% | $13M | 92.8K | Q1 2026 |
| Centerpoint Advisors, LLC$307M AUM | 4.09% | $13M | 111.1K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.23% | $13M | 111.0K | Q1 2026 |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.29% | $12M | 110.3K | Q1 2026 |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.88% | $12M | 108.4K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.10% | $12M | 107.3K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.40% | $12M | 106.4K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 1.07% | $12M | 105.8K | Q1 2026 |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 1.04% | $12M | 104.9K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.09% | $12M | 104.6K | Q1 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 6.38% | $12M | 104.1K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.27% | $12M | 103.7K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.14% | $12M | 103.7K | Q1 2026 |
| First Financial Bank - Trust Division$1.4B AUM | 0.94% | $12M | 102.7K | Q1 2026 |
| Quadrant Private Wealth Management, LLC$646M AUM | 1.77% | $11M | 101.4K | Q1 2026 |
| Traynor Capital Management, Inc.$1.7B AUM | 0.67% | $11M | 105.0K | Q1 2026 |
| Archer Investment Management, LLC$293M AUM | 4.79% | $11M | 100.6K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.23% | $11M | 99.2K | Q1 2026 |
| Financial Perspectives, Inc$358M AUM | 3.12% | $11M | 98.9K | Q1 2026 |
| Horizon Family Wealth, Inc.$189M AUM | 5.86% | $11M | 98.0K | Q1 2026 |
| May Hill Capital, LLC$398M AUM | 2.77% | $11M | 97.6K | Q1 2026 |
| Financial Advisors Network, Inc.$724M AUM | 1.52% | $11M | 97.2K | Q1 2026 |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.26% | $11M | 90.8K | Q3 2025OLDER |
| Avid Wealth Partners LLC$212M AUM | 5.16% | $11M | 96.6K | Q1 2026 |
| IFG Advisory, LLC$35M AUM | 0.47% | $11M | 87.7K | Q4 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.20% | $11M | 95.5K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.02% | $11M | 87.1K | Q4 2025OLDER |
| Vertex Planning Partners, LLC$515M AUM | 2.04% | $11M | 88.0K | Q3 2025OLDER |
| North Berkeley Wealth Management, LLC$189M AUM | 5.61% | $11M | 93.8K | Q1 2026 |
| Arch Global Advisors, LLC$192M AUM | 5.52% | $11M | 93.5K | Q1 2026 |
| BKM Wealth Management, LLC$274M AUM | 3.84% | $11M | 93.1K | Q1 2026 |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 5.98% | $11M | 92.9K | Q1 2026 |
| Howard Capital Management Inc.$6.1B AUM | 0.17% | $11M | 92.9K | Q1 2026 |
| TSA Wealth Managment LLC$309M AUM | 3.39% | $10M | 92.7K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.15% | $10M | 81.3K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.13% | $10M | 91.9K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.01% | $10M | 84.0K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.24% | $10M | 91.3K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 2.59% | $10M | 91.1K | Q1 2026 |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 5.53% | $10M | 90.8K | Q1 2026 |
| Lee-Kelleher Wealth Management$168M AUM | 6.11% | $10M | 90.8K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.79% | $10M | 90.7K | Q1 2026 |
| TSG Advice Partners, LLC$667M AUM | 1.54% | $10M | 90.6K | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 8.77% | $10M | 90.4K | Q1 2026 |
| J. Mark Nickell & Co.$207M AUM | 4.93% | $10M | 90.3K | Q1 2026 |
| SGL Investment Advisors, Inc.$266M AUM | 3.83% | $10M | 74.9K | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.04% | $10M | 89.5K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.11% | $10M | 89.3K | Q1 2026 |
| Investment Advisory Group, LLC$393M AUM | 2.57% | $10M | 89.3K | Q1 2026 |
| Pallas Capital Advisors LLC$2.7B AUM | 0.38% | $10M | 88.9K | Q1 2026 |
| Moloney Securities Asset Management, LLC$840M AUM | 1.20% | $10M | 83.2K | Q3 2025OLDER |
| Embree Financial Group$849M AUM | 1.18% | $10M | 88.8K | Q1 2026 |
| Broadview Financial Management, LLC$146M AUM | 6.85% | $10M | 88.7K | Q1 2026 |
| EPG Wealth Management LLC$369M AUM | 2.70% | $10M | 87.9K | Q1 2026 |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.26% | $10M | 87.6K | Q1 2026 |
| Net Worth Advisory Group$482M AUM | 2.05% | $10M | 87.4K | Q1 2026 |
| SigFig Wealth Management, LLC$3.8B AUM | 0.29% | $10M | 87.3K | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.16% | $10M | 86.8K | Q1 2026 |
| ELEMENT POINTE ADVISORS, LLC$530M AUM | 1.83% | $10M | 85.7K | Q1 2026 |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.72% | $10M | 85.3K | Q1 2026 |
| PEOPLES BANK /OH$163M AUM | 5.92% | $10M | 85.2K | Q1 2026 |
| True Vision MN LLC$194M AUM | 4.95% | $10M | 84.8K | Q1 2026 |
| Elevation Capital Advisory, LLC$235M AUM | 3.82% | $10M | 79.2K | Q3 2025OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 5.56% | $10M | 70.9K | Q1 2026 |
| Sovereign Investment Advisors, LLC$472M AUM | 2.01% | $9M | 83.8K | Q1 2026 |
| Polaris Investment Advisors, LLC$156M AUM | 6.84% | $9M | 82.9K | Q1 2026 |
| Gen-Wealth Partners Inc$317M AUM | 2.95% | $9M | 82.9K | Q1 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.29% | $9M | 82.2K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.01% | $9M | 81.8K | Q1 2026 |
| Tilson Financial Group, Inc.$333M AUM | 2.76% | $9M | 81.4K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.06% | $9M | 81.1K | Q1 2026 |
| Polianta Ltd$809M AUM | 1.21% | $9M | 80.9K | Q1 2026 |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 2.61% | $9M | 80.5K | Q1 2026 |
| Alpine Bank Wealth Management$688M AUM | 1.32% | $9M | 80.3K | Q1 2026 |
| Hobbs Wealth Management, LLC$101M AUM | 8.89% | $9M | 79.4K | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.74% | $9M | 79.4K | Q1 2026 |
| WIN ADVISORS, INC$219M AUM | 4.37% | $9M | 74.3K | Q3 2025OLDER |
| CROBAN$213M AUM | 4.22% | $9M | 79.3K | Q1 2026 |
| Daviman Financial, LLC$169M AUM | 5.27% | $9M | 78.8K | Q1 2026 |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 7.35% | $9M | 78.4K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.19% | $9M | 78.4K | Q1 2026 |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.36% | $9M | 77.3K | Q1 2026 |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.73% | $9M | 77.1K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.34% | $9M | 76.9K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $9M | 76.6K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.11% | $9M | 76.6K | Q1 2026 |
| UNITED BANK$781M AUM | 1.10% | $9M | 76.2K | Q1 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 3.76% | $9M | 66.7K | Q1 2026 |
| TRUE Private Wealth Advisors$1.0B AUM | 0.82% | $9M | 75.9K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.45% | $9M | 75.7K | Q1 2026 |
| Cosner Financial Group, LLC$182M AUM | 4.70% | $9M | 75.6K | Q1 2026 |
| Maia Wealth LLC$591M AUM | 1.44% | $8M | 75.1K | Q1 2026 |
| PKS Advisory Services, LLC$430M AUM | 1.96% | $8M | 74.4K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.15% | $8M | 74.0K | Q1 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 0.52% | $8M | 73.2K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.44% | $8M | 73.1K | Q1 2026 |
| Ellis Investment Partners, LLC$576M AUM | 1.42% | $8M | 72.5K | Q1 2026 |
| Transcendent Capital Group LLC$219M AUM | 3.73% | $8M | 72.4K | Q1 2026 |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.64% | $8M | 71.9K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.13% | $8M | 71.6K | Q1 2026 |
| SONATA CAPITAL GROUP INC$271M AUM | 2.98% | $8M | 71.3K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.46% | $8M | 71.2K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.12% | $8M | 70.6K | Q1 2026 |
| CORE WEALTH ADVISORS, LLC$130M AUM | 6.11% | $8M | 70.3K | Q1 2026 |
| Spectrum Planning & Advisory Services Inc.$223M AUM | 3.92% | $8M | 70.0K | Q1 2026 |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 1.19% | $8M | 64.8K | Q1 2026 |
| M1 Capital Management LLC$217M AUM | 3.58% | $8M | 68.6K | Q1 2026 |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 2.05% | $8M | 68.1K | Q1 2026 |
| Next Capital Management LLC$330M AUM | 2.33% | $8M | 67.9K | Q1 2026 |
| ATLANTIC FAMILY WEALTH, LLC$138M AUM | 5.55% | $8M | 67.9K | Q1 2026 |
| Summit Investment Advisory Services, LLC$269M AUM | 2.85% | $8M | 67.8K | Q1 2026 |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.57% | $8M | 67.6K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.48% | $8M | 70.2K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.21% | $8M | 67.4K | Q1 2026 |
| Avestar Capital, LLC$1.6B AUM | 0.49% | $8M | 67.4K | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.24% | $8M | 67.3K | Q1 2026 |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 7.53% | $8M | 67.0K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.24% | $8M | 61.1K | Q4 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 1.00% | $8M | 57.3K | Q1 2026 |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.12% | $8M | 66.5K | Q1 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.30% | $8M | 66.5K | Q1 2026 |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.58% | $8M | 66.4K | Q1 2026 |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 7.04% | $7M | 66.3K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.04% | $7M | 61.7K | Q3 2025OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.16% | $7M | 65.6K | Q1 2026 |
| Lantz Financial LLC$546M AUM | 1.52% | $7M | 65.1K | Q1 2026 |
| Asset One Wealth Management LLC$904M AUM | 0.81% | $7M | 57.8K | Q1 2026 |
| Gryphon Financial Partners LLC$976M AUM | 0.75% | $7M | 64.7K | Q1 2026 |
| SeaBridge Investment Advisors LLC$591M AUM | 1.20% | $7M | 59.1K | Q4 2025OLDER |
| Mosley Wealth Management$221M AUM | 3.29% | $7M | 60.1K | Q1 2026 |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 2.62% | $7M | 63.1K | Q1 2026 |
| ACAS, LLC$149M AUM | 4.78% | $7M | 61.7K | Q2 2025OLDER |
| A4 Wealth Advisors LLC$122M AUM | 5.78% | $7M | 62.5K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.11% | $7M | 62.3K | Q1 2026 |
| Sterling Group Wealth Management, LLC$211M AUM | 3.32% | $7M | 62.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $7M | 62.1K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.03% | $7M | 62.0K | Q1 2026 |
| CONNING INC.$3.0B AUM | 0.23% | $7M | 61.8K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.07% | $7M | 61.5K | Q1 2026 |
| WealthPLAN Partners, LLC$518M AUM | 1.34% | $7M | 61.3K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.10% | $7M | 61.1K | Q1 2026 |
| Summit Financial Consulting LLC$140M AUM | 4.94% | $7M | 61.0K | Q1 2026 |
| Private Wealth Advisors, LLC$356M AUM | 1.94% | $7M | 60.9K | Q1 2026 |
| Heritage Wealth Advisors$2.6B AUM | 0.27% | $7M | 60.7K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.49% | $7M | 60.4K | Q1 2026 |
| Arvest Bank Trust Division$1.8B AUM | 0.37% | $7M | 60.0K | Q1 2026 |
| KICKSTAND VENTURES, LLC.$475M AUM | 1.43% | $7M | 59.9K | Q1 2026 |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 3.08% | $7M | 59.7K | Q1 2026 |
| Coastline Complete Wealth LLC$161M AUM | 4.18% | $7M | 59.6K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.09% | $7M | 51.3K | Q1 2026 |
| Shared Vision Wealth Group LLC$245M AUM | 2.72% | $7M | 58.9K | Q1 2026 |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.32% | $7M | 58.7K | Q1 2026 |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 2.98% | $7M | 54.9K | Q3 2025OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 1.34% | $7M | 58.3K | Q1 2026 |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 2.01% | $7M | 58.2K | Q1 2026 |
| Compton Wealth Advisory Group, LLC$449M AUM | 1.46% | $7M | 57.0K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.16% | $7M | 54.0K | Q3 2025OLDER |
| VESTOR CAPITAL, LLC$1.4B AUM | 0.47% | $6M | 57.3K | Q1 2026 |
| BTC Capital Management, Inc.$1.5B AUM | 0.44% | $6M | 57.2K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.24% | $6M | 57.0K | Q1 2026 |
| Dorsey Wright & Associates$807M AUM | 0.80% | $6M | 57.0K | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.81% | $6M | 56.9K | Q1 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 1.86% | $6M | 51.9K | Q4 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.02% | $6M | 56.4K | Q1 2026 |
| AtlasMark Financial, Inc$155M AUM | 4.10% | $6M | 51.5K | Q1 2026 |
| Narwhal Capital Management$1.4B AUM | 0.47% | $6M | 56.0K | Q1 2026 |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 1.17% | $6M | 56.0K | Q1 2026 |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.10% | $6M | 55.9K | Q1 2026 |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 0.43% | $6M | 55.8K | Q1 2026 |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.13% | $6M | 55.8K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.43% | $6M | 55.7K | Q1 2026 |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.40% | $6M | 55.0K | Q1 2026 |
| INVESTMENT PARTNERS, LTD.$281M AUM | 2.21% | $6M | 55.0K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.06% | $6M | 55.0K | Q1 2026 |
| Evercore Wealth Management, LLC$6.4B AUM | 0.10% | $6M | 54.6K | Q1 2026 |
| Centurion Wealth Management LLC$418M AUM | 1.38% | $6M | 54.2K | Q1 2026 |
| Barnes Wealth Management Group, Inc$197M AUM | 3.10% | $6M | 54.0K | Q1 2026 |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.06% | $6M | 53.7K | Q1 2026 |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 4.59% | $6M | 53.5K | Q1 2026 |
| Ascent Wealth Partners, LLC$860M AUM | 0.70% | $6M | 53.3K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.06% | $6M | 54.5K | Q2 2025OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.45% | $6M | 53.0K | Q1 2026 |
| Northeast Financial Consultants Inc$2.4B AUM | 0.24% | $6M | 54.3K | Q2 2025OLDER |
| FORMULATE FINANCIAL LLC$81M AUM | 7.37% | $6M | 52.8K | Q1 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.67% | $6M | 52.7K | Q1 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV$105M AUM | 5.67% | $6M | 52.6K | Q1 2026 |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.98% | $6M | 52.5K | Q1 2026 |
| RKL Wealth Management LLC$1.1B AUM | 0.53% | $6M | 52.2K | Q1 2026 |
| MSH Capital Advisors LLC$472M AUM | 1.25% | $6M | 52.1K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.34% | $6M | 51.8K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.28% | $6M | 51.3K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.