IWVISHARES TR
CUSIP 464287689 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IWV) has 859 institutional holders in Filings Flow’s 13F database, together reporting 27.44M shares worth $10.2B as of Q1 2026. The largest reported holders are Scs Capital Management LLC, Blackrock, Inc., and Goldman Sachs Group Inc.
Institutional Holders
859
Q1 2026
Reported Value
$10.2B
Ticker
IWV
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SCS Capital Management LLC$9.4B AUM | 7.33% | $692M | 1.87M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.01% | $667M | 1.80M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.07% | $631M | 1.70M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.03% | $488M | 1.32M | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.05% | $370M | 998.9K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.03% | $342M | 923.5K | Q1 2026 |
| American Family Investments, Inc.$3.8B AUM | 8.22% | $313M | 843.7K | Q1 2026 |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 18.07% | $196M | 507.5K | Q1 2026 |
| UNC Management Company, Inc.$1.6B AUM | 11.94% | $196M | 527.8K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $171M | 475.7K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.05% | $170M | 457.4K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.03% | $148M | 399.0K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.01% | $144M | 387.9K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.15% | $134M | 360.4K | Q1 2026 |
| PITCAIRN CO$0 AUM | 10.21% | $129M | 341.3K | Q3 2025OLDER |
| Evensky & Katz LLC$1.8B AUM | 7.19% | $126M | 340.8K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.02% | $126M | 338.6K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.07% | $124M | 335.8K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.13% | $118M | 318.2K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.02% | $110M | 296.2K | Q1 2026 |
| TLWM$615M AUM | 19.65% | $109M | 294.2K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.33% | $107M | 288.6K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.15% | $102M | 275.7K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.31% | $102M | 275.0K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $94M | 252.4K | Q1 2026 |
| SENTINEL TRUST CO LBA$1.0B AUM | 8.95% | $90M | 242.9K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.12% | $83M | 226.1K | Q1 2026 |
| Bricktown Capital, LLC$508M AUM | 16.24% | $82M | 222.5K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.21% | $72M | 194.2K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.30% | $65M | 174.8K | Q1 2026 |
| Family Firm, Inc.$415M AUM | 15.60% | $65M | 184.4K | Q2 2025OLDER |
| GM Advisory Group, LLC$2.6B AUM | 2.47% | $64M | 173.1K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 1.47% | $63M | 170.5K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.76% | $61M | 164.2K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.11% | $61M | 163.6K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.10% | $59M | 160.4K | Q1 2026 |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.10% | $59M | 159.7K | Q1 2026 |
| DAVIS R M INC$5.6B AUM | 1.05% | $59M | 159.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $58M | 156.2K | Q1 2026 |
| Calamos Wealth Management LLC$2.9B AUM | 1.96% | $57M | 153.9K | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.20% | $57M | 153.9K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.41% | $56M | 149.8K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.06% | $55M | 149.2K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.10% | $54M | 146.6K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.26% | $54M | 145.4K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $53M | 144.1K | Q1 2026 |
| Proficio Capital Partners LLC$1.9B AUM | 2.85% | $53M | 143.7K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.28% | $52M | 141.4K | Q1 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.72% | $52M | 139.0K | Q1 2026 |
| FFT WEALTH MANAGEMENT LLC$552M AUM | 9.25% | $51M | 137.9K | Q1 2026 |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.99% | $48M | 130.7K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.20% | $47M | 127.4K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.07% | $46M | 124.6K | Q1 2026 |
| Wind River Trust Co$265M AUM | 17.34% | $46M | 124.0K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.02% | $45M | 122.7K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 1.09% | $45M | 120.7K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.07% | $43M | 114.8K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.02% | $42M | 115.3K | Q1 2026 |
| PENNINGTON PARTNERS & CO., LLC$292M AUM | 14.23% | $42M | 112.1K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.06% | $41M | 110.2K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.94% | $39M | 106.6K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.35% | $38M | 103.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.05% | $37M | 99.0K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $35M | 95.5K | Q1 2026 |
| Tanglewood Wealth Management, Inc.$1.2B AUM | 2.87% | $35M | 93.3K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.04% | $34M | 91.8K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.13% | $33M | 86.3K | Q4 2025OLDER |
| STRATEGIC INVESTMENT MANAGEMENT, LLC$239M AUM | 13.44% | $32M | 86.8K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.75% | $31M | 82.3K | Q3 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.17% | $31M | 87.4K | Q2 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $30M | 81.2K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.19% | $30M | 80.3K | Q1 2026 |
| Waldron Private Wealth LLC$2.6B AUM | 1.16% | $30M | 80.1K | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.45% | $30M | 80.0K | Q1 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 3.12% | $29M | 79.4K | Q1 2026 |
| Brooklyn FI, LLC$476M AUM | 6.06% | $29M | 77.9K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.05% | $28M | 75.4K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.02% | $28M | 71.5K | Q4 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.13% | $28M | 74.3K | Q1 2026 |
| Great Diamond Partners, LLC$582M AUM | 5.15% | $27M | 72.1K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 1.36% | $26M | 71.2K | Q1 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.57% | $26M | 70.9K | Q1 2026 |
| Finley Financial, LLC$248M AUM | 12.28% | $26M | 70.7K | Q1 2026 |
| Portfolio Strategies, Inc.$811M AUM | 3.21% | $26M | 70.3K | Q1 2026 |
| EPIQ PARTNERS, LLC$236M AUM | 11.70% | $25M | 67.6K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.03% | $24M | 64.6K | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.09% | $23M | 62.4K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $23M | 61.0K | Q1 2026 |
| Trajan Wealth LLC$2.5B AUM | 0.89% | $22M | 59.2K | Q1 2026 |
| Stairway Partners, LLC$2.1B AUM | 1.12% | $22M | 58.6K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.17% | $22M | 58.2K | Q1 2026 |
| Truepoint, Inc.$4.5B AUM | 0.48% | $22M | 58.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $21M | 57.9K | Q1 2026 |
| Diversified Portfolios, Inc.$1.2B AUM | 1.72% | $21M | 56.4K | Q1 2026 |
| Strategic Equity Management$266M AUM | 7.83% | $21M | 56.2K | Q1 2026 |
| Wealthstream Advisors, Inc.$661M AUM | 3.09% | $20M | 53.9K | Q3 2025OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.28% | $20M | 54.2K | Q1 2026 |
| Greenspring Advisors, LLC$1.6B AUM | 1.21% | $20M | 53.7K | Q1 2026 |
| O'Brien Wealth Partners LLC$756M AUM | 2.58% | $19M | 50.4K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.03% | $19M | 52.1K | Q1 2026 |
| Compass Financial Group, Inc.$222M AUM | 8.47% | $19M | 50.7K | Q1 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.35% | $18M | 49.7K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.01% | $17M | 47.0K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.45% | $17M | 49.1K | Q2 2025OLDER |
| NEPC LLC$5.0B AUM | 0.34% | $17M | 46.0K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $17M | 45.6K | Q1 2026 |
| KDK Private Wealth Management, LLC$109M AUM | 15.18% | $17M | 44.8K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.01% | $17M | 44.6K | Q1 2026 |
| Balentine LLC$2.5B AUM | 0.65% | $16M | 43.8K | Q1 2026 |
| Embree Financial Group$849M AUM | 1.87% | $16M | 42.8K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.07% | $16M | 41.9K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.04% | $16M | 42.6K | Q1 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.27% | $16M | 42.5K | Q1 2026 |
| Fund Evaluation Group, LLC$3.3B AUM | 0.48% | $16M | 42.5K | Q1 2026 |
| Moss Adams Wealth Advisors LLC$1.4B AUM | 1.14% | $16M | 41.9K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.10% | $16M | 41.9K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.12% | $15M | 41.4K | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.64% | $15M | 41.2K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.06% | $15M | 41.2K | Q1 2026 |
| MONEYWISE, INC.$229M AUM | 6.52% | $15M | 40.3K | Q1 2026 |
| AlTi Global, Inc.$4.6B AUM | 0.32% | $15M | 40.0K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.29% | $14M | 38.0K | Q1 2026 |
| HANOVER ADVISORS INC$246M AUM | 5.75% | $14M | 38.2K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $14M | 37.4K | Q1 2026 |
| Ipswich Investment Management Co., Inc.$426M AUM | 3.21% | $14M | 36.8K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $13M | 35.9K | Q1 2026 |
| Roble, Belko & Company, Inc$787M AUM | 1.70% | $13M | 36.1K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.06% | $13M | 34.4K | Q3 2025OLDER |
| Allen Investment Management, LLC$8.1B AUM | 0.16% | $13M | 35.1K | Q1 2026 |
| Tanager Wealth Management LLP$1.0B AUM | 1.26% | $13M | 35.1K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.02% | $13M | 32.4K | Q4 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.14% | $12M | 32.6K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.67% | $12M | 32.4K | Q1 2026 |
| Conservest Capital Advisors, Inc.$1.1B AUM | 1.05% | $12M | 31.2K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.15% | $11M | 29.9K | Q1 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.42% | $11M | 29.9K | Q1 2026 |
| jvl associates llc$352M AUM | 3.62% | $11M | 29.1K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $11M | 28.8K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.02% | $11M | 28.8K | Q1 2026 |
| One Day In July LLC$1.2B AUM | 0.85% | $11M | 28.7K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.03% | $11M | 28.5K | Q1 2026 |
| Post Resch Tallon Group Inc.$145M AUM | 8.47% | $10M | 28.1K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $10M | 26.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $10M | 27.6K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.05% | $10M | 27.4K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.04% | $10M | 26.8K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $10M | 24.8K | Q4 2025OLDER |
| Humankind Investments LLC$175M AUM | 4.26% | $10M | 24.6K | Q4 2025OLDER |
| BigSur Wealth Management LLC$356M AUM | 2.62% | $9M | 25.2K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.01% | $9M | 25.0K | Q1 2026 |
| REBALANCE, LLC$1.7B AUM | 0.53% | $9M | 24.7K | Q1 2026 |
| Vanguard National Trust Co$1.6B AUM | 0.56% | $9M | 24.1K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.03% | $9M | 23.5K | Q1 2026 |
| Running Point Capital Advisors, LLC$367M AUM | 2.35% | $9M | 22.3K | Q4 2025OLDER |
| NORRIS PERNE & FRENCH LLP/MI$1.5B AUM | 0.57% | $8M | 22.9K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.10% | $8M | 22.5K | Q1 2026 |
| LCNB CORP$297M AUM | 2.80% | $8M | 22.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.11% | $8M | 22.5K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.12% | $8M | 20.5K | Q1 2026 |
| Circle Wealth Management, LLC$7.0B AUM | 0.12% | $8M | 22.2K | Q1 2026 |
| St. Louis Trust Co$856M AUM | 0.94% | $8M | 21.8K | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 0.10% | $8M | 21.8K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.19% | $8M | 21.4K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $8M | 21.4K | Q1 2026 |
| Cedar Wealth Management, LLC$344M AUM | 2.28% | $8M | 21.2K | Q1 2026 |
| Sheridan Capital Management, LLC$190M AUM | 4.07% | $8M | 20.9K | Q1 2026 |
| Mueller Wealth, LLC$125M AUM | 5.98% | $8M | 20.2K | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.31% | $7M | 19.7K | Q3 2025OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.21% | $7M | 19.9K | Q1 2026 |
| Arcus Capital Partners, LLC$278M AUM | 2.60% | $7M | 19.5K | Q1 2026 |
| Moran Wealth Management, LLC$3.3B AUM | 0.22% | $7M | 18.7K | Q4 2025OLDER |
| Legacy Trust$522M AUM | 1.34% | $7M | 18.8K | Q1 2026 |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 3.03% | $7M | 18.6K | Q1 2026 |
| Jordan Park Group LLC$1.9B AUM | 0.37% | $7M | 18.5K | Q1 2026 |
| ANCHYRA PARTNERS LLC$330M AUM | 2.08% | $7M | 18.5K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.15% | $7M | 16.9K | Q1 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.21% | $7M | 18.4K | Q1 2026 |
| WEST PACES ADVISORS INC.$516M AUM | 1.28% | $7M | 17.9K | Q1 2026 |
| Elyxium Wealth, LLC$312M AUM | 2.11% | $7M | 17.7K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $7M | 17.2K | Q3 2025OLDER |
| New Republic Capital, LLC$297M AUM | 2.18% | $6M | 17.4K | Q1 2026 |
| Triune Financial Partners, LLC$421M AUM | 1.53% | $6M | 17.4K | Q1 2026 |
| WHI TRUST Co LLC$133M AUM | 4.77% | $6M | 17.1K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.16% | $6M | 17.0K | Q1 2026 |
| Winthrop Advisory Group LLC$1.2B AUM | 0.51% | $6M | 16.8K | Q1 2026 |
| BTC Capital Management, Inc.$1.5B AUM | 0.42% | $6M | 16.7K | Q1 2026 |
| XPONANCE LLC$14.1B AUM | 0.04% | $6M | 16.6K | Q1 2026 |
| Gilbert & Cook, Inc.$774M AUM | 0.79% | $6M | 16.5K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $6M | 16.5K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.03% | $6M | 16.1K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.03% | $6M | 15.9K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.12% | $6M | 15.7K | Q1 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.28% | $6M | 15.5K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.08% | $6M | 15.4K | Q1 2026 |
| Aries Wealth Management$455M AUM | 1.25% | $6M | 15.3K | Q1 2026 |
| Midwest Professional Planners, LTD.$425M AUM | 1.31% | $6M | 15.1K | Q1 2026 |
| Curi Capital, LLC$5.6B AUM | 0.10% | $6M | 15.0K | Q1 2026 |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 0.22% | $6M | 14.9K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $5M | 14.7K | Q1 2026 |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.43% | $5M | 14.7K | Q1 2026 |
| Ascent Wealth Partners, LLC$860M AUM | 0.63% | $5M | 14.6K | Q1 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 0.09% | $5M | 14.6K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $5M | 14.6K | Q1 2026 |
| Financial Council, LLC$259M AUM | 2.07% | $5M | 14.5K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.19% | $5M | 14.0K | Q1 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.04% | $5M | 14.0K | Q1 2026 |
| William Howard & Co Financial Advisors Inc$129M AUM | 4.41% | $5M | 13.8K | Q1 2026 |
| Aquire Wealth Advisors, LLC$381M AUM | 1.31% | $5M | 13.4K | Q1 2026 |
| Greenline Partners, LLC$930M AUM | 0.53% | $5M | 13.2K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.08% | $5M | 13.2K | Q1 2026 |
| MPS Loria Financial Planners, LLC$379M AUM | 1.26% | $5M | 12.9K | Q1 2026 |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.23% | $5M | 12.7K | Q1 2026 |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.04% | $5M | 12.5K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.01% | $5M | 12.1K | Q3 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.05% | $5M | 12.3K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $5M | 12.3K | Q1 2026 |
| Blue Fin Capital, Inc.$610M AUM | 0.74% | $5M | 12.2K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.21% | $5M | 12.1K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $4M | 11.4K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.12% | $4M | 11.9K | Q1 2026 |
| Lutz Financial Services LLC$1.5B AUM | 0.30% | $4M | 11.9K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.02% | $4M | 11.8K | Q1 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.26% | $4M | 11.5K | Q3 2025OLDER |
| IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM | 1.74% | $4M | 11.3K | Q1 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.48% | $4M | 11.3K | Q1 2026 |
| Intelligence Driven Advisers, LLC$574M AUM | 0.73% | $4M | 11.2K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.31% | $4M | 10.7K | Q1 2026 |
| Single Point Partners, LLC$503M AUM | 0.79% | $4M | 10.7K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.19% | $4M | 10.1K | Q1 2026 |
| Chesapeake Wealth Management$326M AUM | 1.17% | $4M | 10.3K | Q1 2026 |
| CERTUITY, LLC$1.5B AUM | 0.25% | $4M | 10.3K | Q1 2026 |
| NORDEN GROUP LLC$1.0B AUM | 0.36% | $4M | 10.2K | Q1 2026 |
| McClarren Financial Advisors, Inc.$169M AUM | 2.23% | $4M | 10.2K | Q1 2026 |
| Mosaic Advisors LLC$67M AUM | 5.62% | $4M | 9.2K | Q1 2026 |
| LM Advisors LLC$6M AUM | 0.54% | $4M | 9.8K | Q3 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.04% | $4M | 10.0K | Q1 2026 |
| Sand Hill Global Advisors, LLC$3.0B AUM | 0.12% | $4M | 9.6K | Q1 2026 |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.09% | $4M | 9.6K | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 0.12% | $4M | 9.5K | Q1 2026 |
| My Personal CFO, LLC$228M AUM | 1.36% | $4M | 9.3K | Q3 2025OLDER |
| Tolleson Wealth Management, Inc.$693M AUM | 0.51% | $4M | 9.1K | Q4 2025OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.02% | $3M | 9.4K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.02% | $3M | 9.4K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.37% | $3M | 9.4K | Q1 2026 |
| Simmons Bank$1.5B AUM | 0.23% | $3M | 9.4K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.04% | $3M | 9.1K | Q1 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.36% | $3M | 9.0K | Q1 2026 |
| Family Office Research LLC$230M AUM | 1.45% | $3M | 9.0K | Q1 2026 |
| Lakeshore Financial Planning, Inc.$276M AUM | 1.20% | $3M | 8.9K | Q1 2026 |
| Foundation Wealth Management, LLC\PA$284M AUM | 1.15% | $3M | 8.8K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $3M | 8.7K | Q1 2026 |
| WASHINGTON TRUST Co$3.0B AUM | 0.11% | $3M | 8.6K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.14% | $3M | 8.2K | Q4 2025OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.37% | $3M | 8.4K | Q3 2025OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.31% | $3M | 8.4K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.07% | $3M | 8.8K | Q2 2025OLDER |
| FIRST HAWAIIAN BANK$790M AUM | 0.43% | $3M | 8.3K | Q1 2026 |
| DHK Financial Advisors, Inc.$174M AUM | 1.74% | $3M | 8.6K | Q2 2025OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.18% | $3M | 8.1K | Q1 2026 |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.74% | $3M | 8.1K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $3M | 7.7K | Q4 2025OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 1.43% | $3M | 8.0K | Q1 2026 |
| Chokshi & Queen Wealth Advisors, Inc$187M AUM | 1.58% | $3M | 8.0K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.04% | $3M | 7.9K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.06% | $3M | 7.6K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.08% | $3M | 7.7K | Q1 2026 |
| PLANNING ALTERNATIVES LTD /ADV$775M AUM | 0.36% | $3M | 7.6K | Q1 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.01% | $3M | 7.5K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $3M | 7.4K | Q1 2026 |
| Meridian Financial Partners LLC$263M AUM | 1.04% | $3M | 7.3K | Q1 2026 |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.05% | $3M | 7.4K | Q1 2026 |
| Renasant Bank$141M AUM | 1.92% | $3M | 7.3K | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.04% | $3M | 7.3K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.02% | $3M | 7.3K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.01% | $3M | 7.3K | Q1 2026 |
| JMG Financial Group, Ltd.$3.6B AUM | 0.07% | $3M | 7.2K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 0.08% | $3M | 6.8K | Q1 2026 |
| CITY HOLDING CO$800M AUM | 0.33% | $3M | 7.0K | Q1 2026 |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.11% | $3M | 7.0K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $3M | 7.0K | Q1 2026 |
| Fonville Wealth Management LLC$525M AUM | 0.49% | $3M | 6.9K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 0.40% | $3M | 6.7K | Q1 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 0.24% | $2M | 6.7K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.04% | $2M | 6.6K | Q1 2026 |
| Avant Financial Advisors LLC$161M AUM | 1.69% | $2M | 6.5K | Q1 2026 |
| American State Bank (Iowa)$247M AUM | 1.15% | $2M | 6.5K | Q1 2026 |
| Signature Resources Capital Management, LLC$211M AUM | 1.12% | $2M | 6.4K | Q1 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 0.87% | $2M | 6.4K | Q1 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.13% | $2M | 6.3K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.04% | $2M | 6.3K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.08% | $2M | 6.3K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.03% | $2M | 6.3K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.14% | $2M | 6.3K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.11% | $2M | 6.2K | Q1 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.12% | $2M | 6.2K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.13% | $2M | 6.2K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $2M | 6.1K | Q1 2026 |
| Portland Global Advisors LLC$938M AUM | 0.24% | $2M | 6.1K | Q1 2026 |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $2M | 6.0K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.01% | $2M | 5.9K | Q1 2026 |
| Vertex Planning Partners, LLC$515M AUM | 0.42% | $2M | 5.8K | Q3 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.49% | $2M | 5.9K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.02% | $2M | 5.8K | Q1 2026 |
| Castle Rock Wealth Management, LLC$509M AUM | 0.46% | $2M | 5.7K | Q1 2026 |
| Yardley Wealth Management LLC$195M AUM | 1.09% | $2M | 5.7K | Q1 2026 |
| Nvest Financial, LLC$268M AUM | 0.79% | $2M | 5.7K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.01% | $2M | 5.7K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.12% | $2M | 5.7K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.07% | $2M | 5.6K | Q1 2026 |
| Verum Partners LLC$527M AUM | 0.39% | $2M | 5.5K | Q1 2026 |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.22% | $2M | 5.5K | Q1 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM | 0.12% | $2M | 5.5K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.04% | $2M | 5.5K | Q1 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 1.34% | $2M | 5.5K | Q1 2026 |
| Heritage Financial Services, LLC$1.2B AUM | 0.17% | $2M | 5.2K | Q4 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.04% | $2M | 5.5K | Q1 2026 |
| Independence Bank of Kentucky$789M AUM | 0.26% | $2M | 5.5K | Q1 2026 |
| Wealth Architects, LLC$1.1B AUM | 0.18% | $2M | 5.4K | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.07% | $2M | 5.4K | Q1 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.03% | $2M | 5.1K | Q4 2025OLDER |
| CW Advisors, LLC$10.3B AUM | 0.02% | $2M | 5.7K | Q2 2025OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.06% | $2M | 5.1K | Q3 2025OLDER |
| BCS Private Wealth Management, Inc.$329M AUM | 0.59% | $2M | 5.2K | Q1 2026 |
| High Probability Advisors, LLC$781M AUM | 0.25% | $2M | 5.2K | Q1 2026 |
| Harvest Investment Services, LLC$547M AUM | 0.39% | $2M | 5.1K | Q3 2025OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.19% | $2M | 5.1K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.02% | $2M | 4.9K | Q3 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 5.0K | Q1 2026 |
| MANCHESTER FINANCIAL INC$521M AUM | 0.36% | $2M | 5.0K | Q1 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 0.08% | $2M | 4.9K | Q1 2026 |
| Fiduciary Wealth Partners, LLC$153M AUM | 1.19% | $2M | 4.9K | Q1 2026 |
| Ledyard National Bank$1.2B AUM | 0.15% | $2M | 4.8K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.11% | $2M | 4.8K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.11% | $2M | 4.8K | Q1 2026 |
| Sterling Financial Group, Inc.$316M AUM | 0.56% | $2M | 4.7K | Q3 2025OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.03% | $2M | 4.8K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.06% | $2M | 5.5K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.04% | $2M | 4.7K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 4.7K | Q1 2026 |
| Timonier Family Office, LTD.$315M AUM | 0.55% | $2M | 4.5K | Q4 2025OLDER |
| Cohen Capital Management, Inc.$735M AUM | 0.27% | $2M | 4.6K | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.10% | $2M | 4.6K | Q1 2026 |
| Chesley Taft & Associates LLC$2.6B AUM | 0.07% | $2M | 4.5K | Q1 2026 |
| MOTIVE WEALTH ADVISORS$213M AUM | 0.78% | $2M | 4.5K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.03% | $2M | 4.4K | Q1 2026 |
| Bakala Capital LLC$21M AUM | 7.85% | $2M | 4.4K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.07% | $2M | 4.4K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.11% | $2M | 4.4K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.17% | $2M | 4.3K | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.38% | $2M | 4.3K | Q1 2026 |
| KilterHowling LLC$198M AUM | 0.81% | $2M | 4.3K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $2M | 4.3K | Q1 2026 |
| Tennessee Valley Asset Management Partners$757M AUM | 0.21% | $2M | 4.2K | Q1 2026 |
| Evercore Wealth Management, LLC$6.4B AUM | 0.02% | $2M | 4.2K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $2M | 4.2K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.01% | $2M | 4.2K | Q1 2026 |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.14% | $2M | 4.2K | Q1 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.02% | $2M | 4.1K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.02% | $2M | 4.1K | Q1 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.13% | $1M | 3.9K | Q4 2025OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 0.17% | $1M | 3.9K | Q4 2025OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.05% | $1M | 4.0K | Q1 2026 |
| Stonegate Investment Group, LLC$4.3B AUM | 0.03% | $1M | 3.9K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 4.0K | Q1 2026 |
| Well Done, LLC$681M AUM | 0.21% | $1M | 3.9K | Q1 2026 |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.39% | $1M | 3.9K | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.04% | $1M | 3.9K | Q1 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 0.05% | $1M | 3.9K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.01% | $1M | 3.8K | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.04% | $1M | 3.8K | Q1 2026 |
| Sensible Money, LLC$329M AUM | 0.42% | $1M | 3.7K | Q1 2026 |
| Firestone Capital Management$480M AUM | 0.29% | $1M | 3.7K | Q1 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.01% | $1M | 3.7K | Q1 2026 |
| AUGUSTINE ASSET MANAGEMENT INC$444M AUM | 0.31% | $1M | 3.7K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $1M | 3.7K | Q1 2026 |
| VISTA CAPITAL PARTNERS, INC.$994M AUM | 0.14% | $1M | 3.7K | Q1 2026 |
| ETF Portfolio Partners, Inc.$381M AUM | 0.36% | $1M | 3.7K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.02% | $1M | 3.3K | Q1 2026 |
| Blue Capital, Inc.$153M AUM | 1.01% | $1M | 3.6K | Q3 2025OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.18% | $1M | 3.9K | Q2 2025OLDER |
| SilverOak Wealth Management LLC$632M AUM | 0.21% | $1M | 3.7K | Q1 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.16% | $1M | 3.7K | Q1 2026 |
| FineMark National Bank & Trust$3.2B AUM | 0.04% | $1M | 3.5K | Q4 2025OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.49% | $1M | 3.5K | Q3 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $1M | 3.4K | Q4 2025OLDER |
| Rossmore Private Capital$1.1B AUM | 0.12% | $1M | 3.6K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 3.6K | Q1 2026 |
| Indiana Trust & Investment Management Co$324M AUM | 0.41% | $1M | 3.5K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 3.5K | Q1 2026 |
| Stokes Family Office, LLC$969M AUM | 0.13% | $1M | 3.5K | Q1 2026 |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.10% | $1M | 3.5K | Q1 2026 |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.12% | $1M | 3.4K | Q1 2026 |
| Bernardo Wealth Planning LLC$511M AUM | 0.25% | $1M | 3.4K | Q1 2026 |
| Atala Financial Inc$149M AUM | 0.85% | $1M | 3.4K | Q1 2026 |
| Grove Bank & Trust$1.0B AUM | 0.14% | $1M | 3.4K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.04% | $1M | 3.4K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $1M | 3.4K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.03% | $1M | 3.4K | Q1 2026 |
| Cambria Investment Management, L.P.$1.8B AUM | 0.07% | $1M | 3.4K | Q1 2026 |
| Abacus Planning Group, Inc.$743M AUM | 0.17% | $1M | 3.4K | Q1 2026 |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 0.08% | $1M | 3.4K | Q1 2026 |
| Fort Sheridan Advisors LLC$828M AUM | 0.15% | $1M | 3.4K | Q1 2026 |
| Lokken Investment Group LLC$291M AUM | 0.42% | $1M | 3.3K | Q3 2025OLDER |
| AMG National Trust Bank$4.6B AUM | 0.03% | $1M | 3.3K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.05% | $1M | 3.5K | Q2 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.07% | $1M | 3.3K | Q1 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.08% | $1M | 3.3K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 3.3K | Q1 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.13% | $1M | 3.2K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.05% | $1M | 3.2K | Q1 2026 |
| SONATA CAPITAL GROUP INC$271M AUM | 0.44% | $1M | 3.2K | Q1 2026 |
| Smith Salley Wealth Management$2.0B AUM | 0.06% | $1M | 3.2K | Q1 2026 |
| Callan Family Office, LLC$4.4B AUM | 0.03% | $1M | 3.2K | Q1 2026 |
| Carter Financial Group, INC.$162M AUM | 0.71% | $1M | 3.1K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.03% | $1M | 3.1K | Q1 2026 |
| Parcion Private Wealth LLC$1.6B AUM | 0.07% | $1M | 3.1K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $1M | 3.1K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.04% | $1M | 3.2K | Q1 2026 |
| Bravera Wealth$222M AUM | 0.51% | $1M | 3.1K | Q1 2026 |
| Paulson Wealth Management Inc.$427M AUM | 0.26% | $1M | 2.9K | Q4 2025OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.08% | $1M | 3.1K | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.01% | $1M | 3.0K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $1M | 3.0K | Q1 2026 |
| Graypoint LLC$1.8B AUM | 0.06% | $1M | 3.2K | Q2 2025OLDER |
| E&G Advisors, LP$449M AUM | 0.25% | $1M | 3.0K | Q1 2026 |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.07% | $1M | 3.0K | Q1 2026 |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 0.21% | $1M | 2.9K | Q3 2025OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.39% | $1M | 3.0K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.01% | $1M | 3.0K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.01% | $1M | 3.0K | Q1 2026 |
| XML Financial, LLC$1.2B AUM | 0.09% | $1M | 3.0K | Q1 2026 |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.09% | $1M | 2.9K | Q1 2026 |
| Safe Harbor Family Capital, LLC$128M AUM | 0.85% | $1M | 2.9K | Q1 2026 |
| Gross & Hartman Investments LLC$192M AUM | 0.56% | $1M | 2.9K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.07% | $1M | 2.9K | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.04% | $1M | 2.9K | Q1 2026 |
| Sargent Investment Group, LLC$759M AUM | 0.14% | $1M | 2.9K | Q1 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.12% | $1M | 2.9K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $1M | 2.8K | Q1 2026 |
| LWM Advisory Services, LLC$94M AUM | 1.12% | $1M | 2.8K | Q1 2026 |
| Jackson Wealth Management, LLC$972M AUM | 0.11% | $1M | 2.8K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $1M | 2.8K | Q1 2026 |
| Glenview Trust Co$6.4B AUM | 0.02% | $1M | 2.8K | Q1 2026 |
| Beaumont Asset Management, L.L.C.$222M AUM | 0.47% | $1M | 2.8K | Q1 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC$756M AUM | 0.14% | $1M | 2.8K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.03% | $1M | 2.8K | Q1 2026 |
| IFG Advisory, LLC$35M AUM | 0.04% | $1M | 2.6K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $1M | 2.6K | Q4 2025OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.06% | $1M | 2.7K | Q1 2026 |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.07% | $1M | 2.7K | Q1 2026 |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.03% | $1M | 2.6K | Q4 2025OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.07% | $995,365 | 2.6K | Q4 2025OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.18% | $993,502 | 2.7K | Q1 2026 |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 0.25% | $985,846 | 2.7K | Q1 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 0.06% | $979,707 | 2.6K | Q1 2026 |
| Asset Allocation & Management Company, LLC$270M AUM | 0.36% | $979,000 | 2.6K | Q1 2026 |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.26% | $978,596 | 2.6K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.03% | $974,518 | 2.6K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $961,724 | 2.6K | Q1 2026 |
| Wealth Management Partners, LLC$350M AUM | 0.27% | $958,949 | 2.6K | Q1 2026 |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 0.13% | $956,382 | 2.6K | Q1 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.02% | $955,242 | 2.6K | Q1 2026 |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.15% | $946,490 | 2.6K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.05% | $943,759 | 2.5K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $939,883 | 4.2K | Q4 2025OLDER |
| London & Capital Asset Management Ltd$9.2B AUM | 0.01% | $936,085 | 2.5K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $928,782 | 2.4K | Q4 2025OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.00% | $928,053 | 2.4K | Q4 2025OLDER |
| NESTEGG ADVISORS, INC.$114M AUM | 0.81% | $925,593 | 2.5K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $923,010 | 2.5K | Q1 2026 |
| Coyle Financial Counsel LLC$473M AUM | 0.19% | $911,873 | 2.5K | Q1 2026 |
| Blue Edge Capital, LLC$753M AUM | 0.12% | $906,776 | 2.3K | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $906,661 | 2.4K | Q1 2026 |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 0.17% | $904,134 | 2.4K | Q1 2026 |
| Investor's Fiduciary Advisor Network, LLC$326M AUM | 0.19% | $903,000 | 2.3K | Q4 2025OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.02% | $892,026 | 2.4K | Q3 2025OLDER |
| Red Spruce Capital, LLC$287M AUM | 0.36% | $877,770 | 2.4K | Q1 2026 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.04% | $875,352 | 2.3K | Q3 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.07% | $874,063 | 2.4K | Q1 2026 |
| Capstone Financial Advisors, Inc.$1.9B AUM | 0.05% | $873,974 | 2.4K | Q1 2026 |
| Acropolis Investment Management, LLC$2.3B AUM | 0.04% | $872,952 | 2.4K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.05% | $868,433 | 2.3K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $867,391 | 2.3K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.08% | $863,369 | 2.3K | Q1 2026 |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 0.34% | $861,462 | 2.3K | Q1 2026 |
| Baring Financial LLC$182M AUM | 0.52% | $855,045 | 2.3K | Q1 2026 |
| Bayshore Capital Advisors, LLC$237M AUM | 0.36% | $852,935 | 2.3K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $852,193 | 2.3K | Q1 2026 |
| Prosperity Planning, Inc.$395M AUM | 0.21% | $845,150 | 2.3K | Q1 2026 |
| W ADVISORS, LLC$195M AUM | 0.43% | $840,962 | 2.3K | Q1 2026 |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.05% | $832,918 | 2.2K | Q1 2026 |
| AGH Wealth Advisors, LLC$136M AUM | 0.61% | $828,840 | 2.2K | Q1 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.17% | $828,840 | 2.2K | Q1 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM | 0.55% | $819,203 | 2.2K | Q1 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.05% | $809,055 | 2.3K | Q2 2025OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.03% | $805,117 | 2.2K | Q1 2026 |
| KLCM Advisors, Inc.$1.2B AUM | 0.07% | $802,522 | 2.2K | Q1 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.00% | $800,669 | 2.2K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.09% | $798,445 | 2.2K | Q1 2026 |
| MSH Capital Advisors LLC$472M AUM | 0.17% | $798,250 | 2.2K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.