QUALISHARES TR
CUSIP 46432F339 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (QUAL) has 1,622 institutional holders in Filings Flow’s 13F database, together reporting 209.05M shares worth $40.1B as of Q1 2026. The largest reported holders are FMR LLC, Envestnet Asset Management Inc, and Lpl Financial LLC.
Institutional Holders
1,622
Q1 2026
Reported Value
$40.1B
Ticker
QUAL
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| FMR LLC$1.90T AUM | 0.18% | $3.5B | 18.08M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.91% | $3.4B | 17.77M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.82% | $3.1B | 16.16M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.10% | $1.7B | 9.07M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.12% | $1.7B | 8.74M | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.68% | $1.2B | 6.14M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.24% | $1.0B | 5.42M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.05% | $780M | 4.18M | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 1.08% | $767M | 4.00M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.14% | $761M | 3.97M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.11% | $724M | 3.77M | Q1 2026 |
| Orgel Wealth Management, LLC$4.6B AUM | 13.61% | $632M | 3.29M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.01% | $598M | 3.12M | Q1 2026 |
| Facet Wealth, Inc.$5.8B AUM | 9.86% | $569M | 2.97M | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 1.87% | $548M | 2.86M | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 5.91% | $517M | 2.69M | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 1.77% | $484M | 2.52M | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.51% | $461M | 2.40M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.11% | $365M | 1.90M | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.22% | $365M | 1.90M | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.95% | $362M | 1.89M | Q1 2026 |
| Richard Bernstein Advisors LLC$3.4B AUM | 10.27% | $354M | 1.85M | Q1 2026 |
| Haverford Trust Co$10.9B AUM | 3.12% | $341M | 1.78M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.06% | $341M | 1.78M | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 5.86% | $339M | 1.77M | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.29% | $313M | 1.63M | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.32% | $302M | 1.57M | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.04% | $288M | 1.50M | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.75% | $272M | 1.42M | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.27% | $259M | 1.35M | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.36% | $257M | 1.34M | Q1 2026 |
| Wharton Business Group, LLC$2.6B AUM | 8.71% | $231M | 1.20M | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.33% | $223M | 1.16M | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 2.62% | $213M | 1.11M | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 1.65% | $211M | 1.10M | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 1.08% | $195M | 1.01M | Q1 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 7.92% | $189M | 985.9K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 3.08% | $179M | 930.7K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.41% | $166M | 865.2K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.03% | $164M | 856.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.23% | $155M | 807.6K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 1.62% | $153M | 797.2K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 1.20% | $151M | 785.0K | Q1 2026 |
| SNS Financial Group, LLC$1.2B AUM | 12.90% | $150M | 780.3K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 1.65% | $144M | 742.9K | Q3 2025OLDER |
| Foster Group, Inc.$3.8B AUM | 4.28% | $144M | 750.3K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.51% | $141M | 732.7K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 1.30% | $133M | 691.1K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.63% | $128M | 665.7K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.15% | $126M | 654.9K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.18% | $123M | 643.3K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.73% | $119M | 619.4K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.70% | $116M | 605.6K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.63% | $116M | 604.3K | Q1 2026 |
| Unison Advisors LLC$1.3B AUM | 8.78% | $116M | 603.2K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 1.42% | $115M | 597.7K | Q1 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 7.75% | $111M | 577.6K | Q1 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.19% | $106M | 545.2K | Q3 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.50% | $103M | 536.9K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.66% | $103M | 517.3K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.78% | $96M | 503.0K | Q1 2026 |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 10.86% | $96M | 502.9K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.72% | $96M | 501.9K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 4.43% | $91M | 460.7K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.23% | $89M | 461.7K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 1.02% | $88M | 459.4K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 1.50% | $88M | 454.0K | Q1 2026 |
| Obermeyer Wealth Partners$2.2B AUM | 4.03% | $87M | 455.8K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.32% | $85M | 443.4K | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 1.06% | $82M | 429.5K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 1.84% | $81M | 424.2K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.04% | $81M | 432.9K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $79M | 411.5K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.36% | $78M | 404.8K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.13% | $77M | 402.4K | Q1 2026 |
| Advocacy Wealth Management, LLC$2.3B AUM | 3.41% | $77M | 402.2K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.14% | $77M | 401.4K | Q1 2026 |
| JB Capital LLC$2.5B AUM | 2.88% | $71M | 371.1K | Q1 2026 |
| AdvisorShares Investments LLC$549M AUM | 12.79% | $70M | 365.8K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.35% | $67M | 349.0K | Q1 2026 |
| SACHEM HILL LLC$516M AUM | 12.86% | $66M | 346.0K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.28% | $65M | 339.8K | Q1 2026 |
| Valence8 US LP$286M AUM | 22.62% | $65M | 337.3K | Q1 2026 |
| Financial Advisors, LLC$564M AUM | 11.17% | $63M | 324.2K | Q3 2025OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.33% | $62M | 324.5K | Q1 2026 |
| True Link Financial Advisors, LLC$1.6B AUM | 3.80% | $61M | 320.6K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.69% | $61M | 320.0K | Q1 2026 |
| Strategies Wealth Advisors, LLC$995M AUM | 6.03% | $60M | 312.8K | Q1 2026 |
| LANDAAS & CO /WI /ADV$456M AUM | 12.96% | $59M | 308.0K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 1.39% | $58M | 304.1K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.31% | $58M | 302.0K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 1.31% | $58M | 315.5K | Q2 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.79% | $58M | 300.8K | Q1 2026 |
| PROVIDA PENSION FUND ADMINISTRATOR$0 AUM | 0.97% | $56M | 282.0K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.28% | $55M | 289.1K | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.21% | $55M | 288.8K | Q1 2026 |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 3.71% | $54M | 283.1K | Q1 2026 |
| Baron Wealth Management LLC$386M AUM | 16.10% | $54M | 280.7K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.11% | $53M | 274.2K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.75% | $51M | 268.2K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.83% | $51M | 266.6K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 2.26% | $51M | 265.1K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.10% | $51M | 264.5K | Q1 2026 |
| BARINGS LLC$6.2B AUM | 1.18% | $50M | 275.8K | Q2 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.26% | $48M | 263.6K | Q2 2025OLDER |
| LIFE LINE WEALTH MANAGEMENT LLC$224M AUM | 21.40% | $48M | 249.8K | Q1 2026 |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 1.03% | $48M | 249.7K | Q1 2026 |
| Catalyst Capital Advisors LLC$5.4B AUM | 0.89% | $48M | 249.7K | Q1 2026 |
| Apexium Financial, LP$2.1B AUM | 2.28% | $47M | 240.6K | Q3 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.07% | $47M | 242.9K | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 2.79% | $45M | 236.3K | Q1 2026 |
| Aspen Wealth Management LLC$501M AUM | 8.71% | $44M | 227.7K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.20% | $41M | 216.0K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 1.78% | $41M | 211.4K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.20% | $40M | 208.1K | Q3 2025OLDER |
| Wealth Group Ltd$439M AUM | 9.16% | $40M | 209.6K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.93% | $40M | 207.8K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $40M | 206.6K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.94% | $40M | 206.2K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.37% | $39M | 201.1K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.35% | $38M | 197.6K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.42% | $38M | 197.6K | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 3.39% | $38M | 196.4K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.54% | $37M | 195.1K | Q1 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 2.36% | $37M | 192.0K | Q1 2026 |
| Sharkey, Howes & Javer$829M AUM | 4.92% | $36M | 190.3K | Q1 2026 |
| FORTE CAPITAL LLC /ADV$930M AUM | 3.89% | $36M | 198.0K | Q2 2025OLDER |
| SPC Financial, Inc.$1.3B AUM | 2.79% | $36M | 183.7K | Q3 2025OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 2.60% | $35M | 176.2K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.04% | $35M | 182.0K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.79% | $34M | 176.6K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 1.25% | $34M | 175.9K | Q1 2026 |
| CFO4Life Group, LLC$656M AUM | 5.13% | $34M | 175.3K | Q1 2026 |
| Armbruster Capital Management, Inc.$671M AUM | 5.35% | $33M | 170.3K | Q1 2026 |
| MA Private Wealth$591M AUM | 5.50% | $33M | 169.6K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $32M | 168.7K | Q1 2026 |
| Capital Advisors, Ltd. LLC$880M AUM | 3.68% | $32M | 168.6K | Q1 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 4.35% | $32M | 168.3K | Q1 2026 |
| Icon Wealth Advisors, LLC$1.5B AUM | 2.08% | $32M | 155.3K | Q1 2026 |
| Symmetry Partners, LLC$1.8B AUM | 1.81% | $32M | 165.2K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.04% | $32M | 164.3K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.73% | $31M | 163.9K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.34% | $31M | 161.5K | Q1 2026 |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 2.59% | $31M | 159.9K | Q1 2026 |
| Cardinal Strategic Wealth Guidance$379M AUM | 7.88% | $30M | 155.8K | Q1 2026 |
| Family Manage LLC$834M AUM | 3.57% | $30M | 155.3K | Q1 2026 |
| Lineweaver Wealth Advisors, LLC$845M AUM | 3.98% | $29M | 153.7K | Q1 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.26% | $29M | 153.3K | Q1 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 0.47% | $29M | 153.0K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 1.38% | $29M | 151.2K | Q1 2026 |
| Boulder Wealth Advisors, LLC$251M AUM | 11.52% | $29M | 150.7K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.22% | $29M | 148.9K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.22% | $28M | 147.9K | Q1 2026 |
| Annandale Capital, LLC$709M AUM | 3.99% | $28M | 147.6K | Q1 2026 |
| Heck Capital Advisors, LLC$1.3B AUM | 2.09% | $28M | 147.1K | Q1 2026 |
| GRIES FINANCIAL LLC$633M AUM | 4.44% | $28M | 144.5K | Q3 2025OLDER |
| J. Mark Nickell & Co.$207M AUM | 13.55% | $28M | 146.3K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.50% | $28M | 146.0K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 1.57% | $27M | 143.3K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 1.33% | $27M | 142.9K | Q1 2026 |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 3.35% | $27M | 140.0K | Q1 2026 |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 1.62% | $27M | 139.8K | Q1 2026 |
| BITTERROOT CAPITAL ADVISORS LLC$165M AUM | 16.25% | $27M | 139.5K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.30% | $27M | 138.2K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.05% | $26M | 138.0K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 1.53% | $26M | 137.5K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.32% | $26M | 136.2K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.02% | $26M | 135.6K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.08% | $26M | 134.7K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.19% | $26M | 134.3K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.47% | $26M | 134.3K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $26M | 129.2K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.27% | $26M | 133.4K | Q1 2026 |
| Centerpoint Advisors, LLC$307M AUM | 8.32% | $26M | 133.3K | Q1 2026 |
| RVW Wealth, LLC$1.5B AUM | 1.96% | $25M | 131.5K | Q1 2026 |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 1.18% | $25M | 130.4K | Q1 2026 |
| Goldstein Advisors, LLC$900M AUM | 2.78% | $25M | 130.3K | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 2.72% | $25M | 129.7K | Q1 2026 |
| PALO ALTO WEALTH ADVISORS, LLC$343M AUM | 7.20% | $25M | 125.7K | Q3 2025OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 2.32% | $24M | 127.4K | Q1 2026 |
| Aventus Investment Advisors, Inc.$118M AUM | 20.43% | $24M | 125.9K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.10% | $24M | 121.6K | Q4 2025OLDER |
| Summit Wealth Partners, LLC$632M AUM | 3.79% | $24M | 124.8K | Q1 2026 |
| Horst & Graben Wealth Management LLC$729M AUM | 3.26% | $24M | 114.6K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.33% | $24M | 123.6K | Q1 2026 |
| Client First Capital LLC$231M AUM | 10.26% | $24M | 123.3K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.47% | $23M | 121.4K | Q1 2026 |
| Tanglewood Wealth Management, Inc.$1.2B AUM | 1.92% | $23M | 120.9K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.80% | $23M | 120.0K | Q1 2026 |
| AGF MANAGEMENT LTD$22.3B AUM | 0.10% | $23M | 118.8K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.25% | $23M | 117.6K | Q1 2026 |
| MCMORGAN & CO LLC$618M AUM | 3.62% | $22M | 116.8K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.26% | $22M | 115.5K | Q1 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 2.39% | $22M | 115.2K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.02% | $22M | 115.1K | Q1 2026 |
| Meridian Wealth Partners, LLC$729M AUM | 2.99% | $22M | 113.4K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $21M | 111.2K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.31% | $21M | 110.6K | Q1 2026 |
| 360 Financial, Inc.$332M AUM | 6.35% | $21M | 109.8K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.50% | $21M | 109.4K | Q1 2026 |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 3.13% | $21M | 108.0K | Q1 2026 |
| Financial Partners Group, Inc$836M AUM | 2.46% | $21M | 107.2K | Q1 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.51% | $21M | 106.9K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.79% | $20M | 106.7K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.20% | $20M | 106.0K | Q1 2026 |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 2.82% | $20M | 105.7K | Q1 2026 |
| Summit X, LLC$0 AUM | 3.77% | $20M | 110.5K | Q2 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.11% | $20M | 105.3K | Q1 2026 |
| Strategic Point Investment Advisors, LLC$767M AUM | 2.91% | $20M | 104.4K | Q1 2026 |
| Fragasso Financial Advisors Inc$1.9B AUM | 1.20% | $20M | 102.6K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.17% | $20M | 103.5K | Q1 2026 |
| TRB Wealth Management, LLC$704M AUM | 2.82% | $20M | 103.5K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.08% | $20M | 103.1K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.04% | $20M | 103.1K | Q1 2026 |
| Van Hulzen Asset Management, LLC$1.3B AUM | 1.46% | $20M | 102.6K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.25% | $20M | 102.6K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.60% | $20M | 101.9K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.13% | $19M | 101.2K | Q1 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 2.03% | $19M | 100.8K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.24% | $19M | 100.4K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.22% | $19M | 99.0K | Q1 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.10% | $19M | 98.8K | Q1 2026 |
| Weaver Consulting Group$420M AUM | 4.49% | $19M | 98.1K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 1.26% | $18M | 88.3K | Q1 2026 |
| One Wealth Advisors, LLC$803M AUM | 2.24% | $18M | 93.9K | Q1 2026 |
| Trinity Wealth Management, LLC$315M AUM | 6.50% | $18M | 92.2K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $18M | 91.3K | Q1 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 5.93% | $17M | 91.2K | Q1 2026 |
| Center for Financial Planning, Inc.$958M AUM | 1.81% | $17M | 90.6K | Q1 2026 |
| Keebeck Wealth Management$889M AUM | 1.95% | $17M | 90.5K | Q1 2026 |
| KWB Wealth$1.0B AUM | 1.64% | $17M | 83.6K | Q1 2026 |
| Stone House Investment Management, LLC$558M AUM | 2.96% | $17M | 86.1K | Q1 2026 |
| Detalus Advisors, LLC$438M AUM | 3.76% | $16M | 85.8K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.39% | $16M | 85.8K | Q1 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 1.98% | $16M | 85.1K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.61% | $16M | 83.4K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.24% | $16M | 77.2K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.13% | $16M | 83.3K | Q1 2026 |
| Elevated Financial Group LLC$308M AUM | 5.18% | $16M | 83.1K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.59% | $16M | 82.6K | Q1 2026 |
| Well Done, LLC$681M AUM | 2.32% | $16M | 82.5K | Q1 2026 |
| SHUFRO ROSE & CO LLC$1.5B AUM | 1.07% | $16M | 82.2K | Q1 2026 |
| Community Financial Services Group, LLC$686M AUM | 2.76% | $16M | 81.4K | Q1 2026 |
| MB Generational Wealth, LLC$181M AUM | 8.65% | $16M | 81.6K | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 2.43% | $16M | 81.1K | Q1 2026 |
| Lutz Financial Services LLC$1.5B AUM | 1.04% | $16M | 80.9K | Q1 2026 |
| Pettinga Financial Advisors LLC$624M AUM | 2.90% | $15M | 80.3K | Q1 2026 |
| Journey Advisory Group, LLC$1.2B AUM | 1.31% | $15M | 80.2K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 1.20% | $15M | 74.1K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.27% | $15M | 76.9K | Q4 2025OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 3.24% | $15M | 73.2K | Q1 2026 |
| Cypress Wealth Services, LLC$708M AUM | 2.13% | $15M | 78.8K | Q1 2026 |
| ELEMENT POINTE ADVISORS, LLC$530M AUM | 2.84% | $15M | 78.4K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.54% | $15M | 77.8K | Q1 2026 |
| Skyline Advisors, Inc.$287M AUM | 5.21% | $15M | 77.8K | Q1 2026 |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 0.54% | $15M | 77.2K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 2.05% | $15M | 76.7K | Q1 2026 |
| High Falls Advisors, Inc$494M AUM | 2.95% | $15M | 73.4K | Q4 2025OLDER |
| IFG Advisory, LLC$35M AUM | 0.63% | $14M | 72.8K | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $14M | 75.4K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $14M | 74.6K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.25% | $14M | 69.3K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.25% | $14M | 72.2K | Q1 2026 |
| JMAC ENTERPRISES LLC$522M AUM | 2.65% | $14M | 72.1K | Q1 2026 |
| Insight Wealth Strategies, LLC$896M AUM | 1.54% | $14M | 71.7K | Q1 2026 |
| MOTIVE WEALTH ADVISORS$213M AUM | 6.44% | $14M | 71.6K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.07% | $14M | 70.9K | Q1 2026 |
| Wealth Quarterback LLC$254M AUM | 5.35% | $14M | 70.8K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $14M | 70.7K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.48% | $13M | 70.3K | Q1 2026 |
| Wood Tarver Financial Group, LLC$362M AUM | 3.72% | $13M | 70.2K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.35% | $13M | 73.0K | Q2 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.32% | $13M | 69.4K | Q1 2026 |
| Trek Financial, LLC$1.9B AUM | 0.70% | $13M | 69.2K | Q1 2026 |
| Stonebrook Private Inc.$470M AUM | 2.78% | $13M | 68.2K | Q1 2026 |
| SOL Capital Management CO$206M AUM | 6.23% | $13M | 75.7K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 1.01% | $13M | 66.6K | Q1 2026 |
| Scissortail Wealth Management, LLC$498M AUM | 2.55% | $13M | 66.3K | Q1 2026 |
| Watts Gwilliam & Co., LLC$620M AUM | 2.02% | $12M | 64.3K | Q3 2025OLDER |
| Garrett Wealth Advisory Group, LLC$562M AUM | 2.22% | $12M | 65.1K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.20% | $12M | 65.1K | Q1 2026 |
| PAX Financial Group, LLC$586M AUM | 2.13% | $12M | 65.0K | Q1 2026 |
| Kelly Financial Services LLC$467M AUM | 2.99% | $12M | 64.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $12M | 64.4K | Q1 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.02% | $12M | 62.2K | Q3 2025OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 1.19% | $12M | 62.6K | Q1 2026 |
| EdgeRock Capital LLC$370M AUM | 3.78% | $12M | 65.3K | Q2 2025OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 2.47% | $12M | 61.1K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.24% | $12M | 60.9K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.53% | $12M | 60.6K | Q1 2026 |
| GSG Advisors LLC$385M AUM | 3.01% | $12M | 60.5K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.22% | $11M | 57.5K | Q1 2026 |
| Frisch Financial Group, Inc.$478M AUM | 2.38% | $11M | 59.4K | Q1 2026 |
| Midwest Capital Advisors, LLC$214M AUM | 5.31% | $11M | 59.2K | Q1 2026 |
| ONE Advisory Partners, LLC$324M AUM | 3.49% | $11M | 59.0K | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 1.74% | $11M | 58.9K | Q1 2026 |
| 5T Wealth, LLC$253M AUM | 4.45% | $11M | 58.7K | Q1 2026 |
| Keystone Financial Services$341M AUM | 3.29% | $11M | 58.5K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.60% | $11M | 58.8K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.10% | $11M | 58.2K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.81% | $11M | 57.8K | Q1 2026 |
| StrongBox Wealth, LLC$313M AUM | 3.52% | $11M | 57.3K | Q1 2026 |
| Intelligence Driven Advisers, LLC$574M AUM | 1.91% | $11M | 57.1K | Q1 2026 |
| Montecito Bank & Trust$607M AUM | 1.80% | $11M | 57.0K | Q1 2026 |
| ERn Financial, LLC$532M AUM | 2.06% | $11M | 57.0K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.08% | $11M | 54.7K | Q4 2025OLDER |
| Asset Advisors Investment Management, LLC$1.0B AUM | 1.03% | $11M | 56.3K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.47% | $11M | 56.1K | Q1 2026 |
| Tennessee Valley Asset Management Partners$757M AUM | 1.42% | $11M | 56.0K | Q1 2026 |
| Balentine LLC$2.5B AUM | 0.43% | $11M | 55.5K | Q1 2026 |
| Moment Partners, LLC$561M AUM | 1.90% | $11M | 55.5K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.58% | $11M | 55.3K | Q1 2026 |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 1.22% | $11M | 55.3K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.13% | $11M | 55.2K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.59% | $11M | 55.0K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.02% | $11M | 54.9K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.41% | $11M | 54.8K | Q1 2026 |
| TSA Wealth Managment LLC$309M AUM | 3.39% | $10M | 54.7K | Q1 2026 |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.71% | $10M | 54.7K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.29% | $10M | 54.3K | Q1 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 9.72% | $10M | 49.9K | Q1 2026 |
| BCGM Wealth Management, LLC$398M AUM | 2.59% | $10M | 53.7K | Q1 2026 |
| Blue Edge Capital, LLC$753M AUM | 1.38% | $10M | 51.8K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.02% | $10M | 53.5K | Q1 2026 |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.11% | $10M | 53.5K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.81% | $10M | 53.2K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.57% | $10M | 53.0K | Q1 2026 |
| Kilter Group LLC$232M AUM | 4.35% | $10M | 52.6K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.19% | $10M | 52.2K | Q1 2026 |
| Forthright Family Wealth Advisory LLC$177M AUM | 6.68% | $10M | 60.6K | Q1 2026 |
| Apeiron RIA LLC$431M AUM | 2.31% | $10M | 51.9K | Q1 2026 |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.02% | $10M | 51.6K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.57% | $10M | 51.5K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $10M | 51.4K | Q1 2026 |
| MRA Advisory Group$276M AUM | 4.00% | $10M | 51.1K | Q1 2026 |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 4.38% | $10M | 53.6K | Q2 2025OLDER |
| Crown Wealth Group, LLC$340M AUM | 2.86% | $10M | 50.8K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.02% | $10M | 50.7K | Q1 2026 |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 1.74% | $10M | 50.5K | Q1 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC$463M AUM | 2.09% | $10M | 50.3K | Q1 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 0.26% | $10M | 50.0K | Q1 2026 |
| Addison Capital Co$562M AUM | 1.70% | $10M | 49.9K | Q1 2026 |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 4.19% | $10M | 49.8K | Q1 2026 |
| Flagship Private Wealth, LLC$246M AUM | 3.86% | $10M | 49.6K | Q1 2026 |
| ALTFEST L J & CO INC$935M AUM | 1.01% | $9M | 49.4K | Q1 2026 |
| FINANCIAL LIFE ADVISORS$321M AUM | 2.95% | $9M | 49.4K | Q1 2026 |
| Guided Capital Wealth Management, LLC$152M AUM | 6.25% | $9M | 49.4K | Q1 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.38% | $9M | 49.3K | Q1 2026 |
| Stark Wealth Management LLC$10M AUM | 13.43% | $9M | 53.0K | Q2 2025OLDER |
| Three Magnolias Financial Advisors, LLC$157M AUM | 5.97% | $9M | 48.9K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.26% | $9M | 48.8K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.05% | $9M | 48.5K | Q1 2026 |
| ADE, LLC$209M AUM | 4.67% | $9M | 47.5K | Q3 2025OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 2.48% | $9M | 45.8K | Q4 2025OLDER |
| Northeast Financial Consultants Inc$2.4B AUM | 0.37% | $9M | 49.7K | Q2 2025OLDER |
| Royal Harbor Partners, LLC$295M AUM | 2.96% | $9M | 45.2K | Q4 2025OLDER |
| Highview Capital Management LLC/DE/$275M AUM | 3.25% | $9M | 46.6K | Q1 2026 |
| Premier Path Wealth Partners, LLC$767M AUM | 1.16% | $9M | 46.6K | Q1 2026 |
| Sculati Wealth Management, LLC$271M AUM | 3.29% | $9M | 46.5K | Q1 2026 |
| Ullmann Wealth Partners Group, LLC$963M AUM | 0.92% | $9M | 46.0K | Q1 2026 |
| PMG Wealth Management, Inc.$139M AUM | 6.36% | $9M | 46.0K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.01% | $9M | 45.9K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.30% | $9M | 45.9K | Q1 2026 |
| Legacy Financial Group LLC$795M AUM | 1.10% | $9M | 45.7K | Q1 2026 |
| Claro Advisors Inc.$830M AUM | 1.05% | $9M | 45.6K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.29% | $9M | 45.5K | Q1 2026 |
| Financial Enhancement Group LLC$839M AUM | 1.08% | $9M | 42.0K | Q1 2026 |
| Rothschild Wealth LLC$1.1B AUM | 0.78% | $9M | 45.3K | Q1 2026 |
| BOS Asset Management, LLC$392M AUM | 2.21% | $9M | 45.1K | Q1 2026 |
| Stonehearth Capital Management, LLC$293M AUM | 3.41% | $9M | 44.8K | Q1 2026 |
| Legacy Advisory Services, LLC$131M AUM | 6.55% | $9M | 44.7K | Q1 2026 |
| SWMG, LLC$350M AUM | 2.44% | $9M | 44.5K | Q1 2026 |
| Geneva Partners, LLC$208M AUM | 4.08% | $8M | 44.2K | Q1 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 2.57% | $8M | 44.1K | Q1 2026 |
| TSFG, LLC$659M AUM | 1.28% | $8M | 43.9K | Q1 2026 |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 2.63% | $8M | 43.9K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.15% | $8M | 43.6K | Q1 2026 |
| CONNABLE OFFICE INC$1.0B AUM | 0.82% | $8M | 43.5K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.22% | $8M | 43.0K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.28% | $8M | 42.9K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.01% | $8M | 42.7K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.31% | $8M | 42.2K | Q1 2026 |
| BEACON ADVISORS HOLDINGS, LLC$187M AUM | 4.27% | $8M | 41.6K | Q1 2026 |
| Green Ridge Wealth Planning LLC$238M AUM | 4.18% | $8M | 41.5K | Q1 2026 |
| Emissary Wealth LLC$107M AUM | 7.27% | $8M | 40.4K | Q1 2026 |
| Certus Wealth Management, LLC$167M AUM | 4.61% | $8M | 39.6K | Q3 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $8M | 42.5K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.20% | $8M | 36.5K | Q1 2026 |
| SSI INVESTMENT MANAGEMENT LLC$1.4B AUM | 0.54% | $8M | 41.8K | Q2 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.16% | $8M | 39.8K | Q1 2026 |
| West Wealth Group, LLC$506M AUM | 1.50% | $8M | 39.6K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.54% | $8M | 39.6K | Q1 2026 |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 3.38% | $8M | 38.7K | Q3 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.26% | $7M | 43.9K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.36% | $7M | 39.0K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $7M | 38.7K | Q1 2026 |
| Sage Advisory Services, Ltd.Co.$183M AUM | 3.89% | $7M | 38.1K | Q3 2025OLDER |
| Performa Ltd (US), LLC$442M AUM | 1.67% | $7M | 38.5K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.80% | $7M | 38.3K | Q1 2026 |
| Maia Wealth LLC$591M AUM | 1.24% | $7M | 38.1K | Q1 2026 |
| Capital Advantage, Inc.$765M AUM | 0.96% | $7M | 38.1K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.46% | $7M | 38.0K | Q1 2026 |
| ShoreHaven Wealth Partners, LLC$278M AUM | 2.62% | $7M | 38.0K | Q1 2026 |
| WIN ADVISORS, INC$219M AUM | 3.08% | $7M | 36.5K | Q4 2025OLDER |
| Formidable Asset Management, LLC$648M AUM | 1.10% | $7M | 35.8K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.08% | $7M | 36.6K | Q1 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 1.55% | $7M | 36.6K | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.12% | $7M | 36.3K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.10% | $7M | 35.9K | Q1 2026 |
| TruWealth Advisors, LLC$2.1B AUM | 0.33% | $7M | 35.8K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.76% | $7M | 35.5K | Q1 2026 |
| Annex Advisory Services, LLC$5.3B AUM | 0.13% | $7M | 35.5K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.09% | $7M | 35.4K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.10% | $7M | 35.3K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.21% | $7M | 35.2K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $7M | 35.0K | Q1 2026 |
| Security Financial Services, INC.$632M AUM | 1.06% | $7M | 34.9K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.09% | $7M | 34.9K | Q1 2026 |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 2.24% | $7M | 34.9K | Q1 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 4.37% | $7M | 34.8K | Q1 2026 |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 1.19% | $7M | 34.7K | Q1 2026 |
| Archer Investment Management, LLC$293M AUM | 2.78% | $7M | 34.5K | Q1 2026 |
| Invst, LLC$886M AUM | 0.75% | $7M | 34.4K | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.63% | $7M | 30.9K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.11% | $7M | 33.9K | Q1 2026 |
| Elevation Capital Advisory, LLC$235M AUM | 2.75% | $6M | 33.7K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.26% | $6M | 33.7K | Q1 2026 |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 2.14% | $6M | 33.6K | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.11% | $6M | 33.6K | Q1 2026 |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.46% | $6M | 33.6K | Q1 2026 |
| Bay Harbor Wealth Management, LLC$386M AUM | 1.65% | $6M | 33.1K | Q1 2026 |
| Symphony Financial, Ltd. Co.$755M AUM | 0.84% | $6M | 33.4K | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.17% | $6M | 33.1K | Q1 2026 |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 2.45% | $6M | 33.0K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.17% | $6M | 32.7K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.11% | $6M | 32.4K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.56% | $6M | 32.4K | Q1 2026 |
| CORA CAPITAL ADVISORS LLC$302M AUM | 2.06% | $6M | 32.4K | Q1 2026 |
| Ironsides Asset Advisors, LLC$399M AUM | 1.55% | $6M | 32.2K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.17% | $6M | 32.2K | Q1 2026 |
| ALLSTATE CORP$9.4B AUM | 0.07% | $6M | 32.1K | Q1 2026 |
| Centurion Wealth Management LLC$418M AUM | 1.38% | $6M | 31.8K | Q1 2026 |
| Yoder Wealth Management, Inc.$219M AUM | 2.78% | $6M | 32.0K | Q1 2026 |
| DOHJ, LLC$0 AUM | 1.76% | $6M | 37.1K | Q2 2025OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.75% | $6M | 31.1K | Q1 2026 |
| KM Capital Management Ltd.$149M AUM | 3.98% | $6M | 28.1K | Q1 2026 |
| Trust Co$1.1B AUM | 0.55% | $6M | 30.9K | Q1 2026 |
| Shum Financial Group, Inc.$141M AUM | 4.15% | $6M | 30.6K | Q1 2026 |
| McNaughton Wealth Management, LLC$282M AUM | 2.40% | $6M | 30.2K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.03% | $6M | 30.2K | Q1 2026 |
| American Money Management, LLC$632M AUM | 0.90% | $6M | 29.7K | Q1 2026 |
| Stillwater Wealth Management Group$162M AUM | 3.51% | $6M | 29.6K | Q1 2026 |
| Sheridan Capital Management, LLC$190M AUM | 2.99% | $6M | 29.6K | Q1 2026 |
| PineBridge Investments, L.P.$13.5B AUM | 0.04% | $6M | 29.2K | Q3 2025OLDER |
| Keystone Financial Group$1.5B AUM | 0.39% | $6M | 29.4K | Q1 2026 |
| INTRUST BANK NA$1.2B AUM | 0.46% | $6M | 29.4K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 0.75% | $6M | 29.3K | Q1 2026 |
| Paller Financial Services Inc$134M AUM | 4.65% | $6M | 29.3K | Q1 2026 |
| Inscription Capital, LLC$951M AUM | 0.59% | $6M | 29.3K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.02% | $6M | 29.2K | Q1 2026 |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 3.19% | $6M | 29.2K | Q1 2026 |
| Avant Capital LLC$142M AUM | 3.91% | $6M | 29.0K | Q1 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.21% | $5M | 28.6K | Q1 2026 |
| Apollon Financial, LLC$723M AUM | 0.76% | $5M | 28.5K | Q1 2026 |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.84% | $5M | 28.3K | Q1 2026 |
| Summa Corp.$242M AUM | 2.24% | $5M | 28.3K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.01% | $5M | 28.2K | Q1 2026 |
| My Legacy Advisors, LLC$281M AUM | 1.92% | $5M | 29.2K | Q2 2025OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.54% | $5M | 28.1K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.37% | $5M | 28.1K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.17% | $5M | 26.4K | Q4 2025OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.05% | $5M | 27.5K | Q3 2025OLDER |
| Hoese & Co LLP$135M AUM | 3.91% | $5M | 27.5K | Q1 2026 |
| Ehrenkranz Partners L.P.$126M AUM | 4.17% | $5M | 27.5K | Q1 2026 |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 1.39% | $5M | 27.3K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 1.06% | $5M | 27.0K | Q1 2026 |
| Tyler-Stone Wealth Management$621M AUM | 0.83% | $5M | 28.3K | Q2 2025OLDER |
| Pacific Wealth Management$186M AUM | 2.60% | $5M | 26.5K | Q3 2025OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.79% | $5M | 26.6K | Q1 2026 |
| Custos Family Office, LLC$147M AUM | 3.45% | $5M | 25.5K | Q4 2025OLDER |
| Tempo Wealth, LLC$573M AUM | 0.88% | $5M | 26.4K | Q1 2026 |
| CORE WEALTH ADVISORS, LLC$130M AUM | 3.88% | $5M | 26.3K | Q1 2026 |
| Mosley Wealth Management$221M AUM | 2.28% | $5M | 25.9K | Q1 2026 |
| Leslie Global Wealth, LLC$190M AUM | 2.66% | $5M | 28.2K | Q1 2026 |
| Peak Wealth Management LLC$122M AUM | 4.13% | $5M | 26.2K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 1.26% | $5M | 26.2K | Q1 2026 |
| Braun-Bostich & Associates Inc.$160M AUM | 3.13% | $5M | 26.1K | Q1 2026 |
| Delos Wealth Advisors, LLC$175M AUM | 2.86% | $5M | 26.0K | Q1 2026 |
| Gen-Wealth Partners Inc$317M AUM | 1.57% | $5M | 26.0K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.30% | $5M | 25.9K | Q1 2026 |
| Worth Financial Advisory Group, LLC$229M AUM | 2.40% | $5M | 25.0K | Q4 2025OLDER |
| Spectrum Planning & Advisory Services Inc.$223M AUM | 2.45% | $5M | 25.8K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.17% | $5M | 24.9K | Q4 2025OLDER |
| WARNER FINANCIAL, INC$340M AUM | 1.69% | $5M | 25.7K | Q1 2026 |
| Hobbs Wealth Management, LLC$101M AUM | 4.88% | $5M | 25.7K | Q1 2026 |
| Lantz Financial LLC$546M AUM | 1.02% | $5M | 25.6K | Q1 2026 |
| Fortis Capital Management LLC$977M AUM | 0.50% | $5M | 25.6K | Q1 2026 |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 2.76% | $5M | 25.3K | Q1 2026 |
| Red Tortoise LLC$240M AUM | 2.01% | $5M | 25.2K | Q1 2026 |
| HMV Wealth Advisors, LLC$213M AUM | 2.27% | $5M | 25.2K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.