TLHISHARES TR
CUSIP 464288653 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (TLH) has 626 institutional holders in Filings Flow’s 13F database, together reporting 114.41M shares worth $11.1B as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Forum Financial Management, LP, and Lpl Financial LLC.
Institutional Holders
626
Q1 2026
Reported Value
$11.1B
Ticker
TLH
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Forum Financial Management, LP$7.1B AUM | 12.73% | $900M | 8.94M | Q1 2026OLDER |
| HAMILTON CAPITAL PARTNERS, LLC$320M AUM | 10.71% | $34M | 340.7K | Q1 2026OLDER |
| Teucrium Investment Advisors, LLC$129M AUM | 6.99% | $9M | 89.8K | Q1 2026OLDER |
| Watchman Group, Inc.$413M AUM | 6.61% | $27M | 271.0K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 6.08% | $7M | 73.9K | Q1 2026OLDER |
| RS CRUM INC.$517M AUM | 5.65% | $29M | 290.1K | Q1 2026OLDER |
| CORE WEALTH ADVISORS, LLC$130M AUM | 4.45% | $6M | 57.5K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 3.55% | $18M | 172.3K | Q4 2025OLDER |
| Evergreen Private Wealth LLC$247M AUM | 3.45% | $9M | 84.7K | Q1 2026OLDER |
| Bedminster, LLC$107M AUM | 3.42% | $4M | 36.5K | Q1 2026OLDER |
| Cerity Partners OCIO LLC$1.7B AUM | 3.36% | $56M | 555.3K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 3.28% | $18M | 181.5K | Q1 2026OLDER |
| Sheridan Capital Management, LLC$190M AUM | 3.10% | $6M | 60.1K | Q4 2025OLDER |
| Cobblestone Asset Management LLC$222M AUM | 3.08% | $7M | 68.1K | Q1 2026OLDER |
| Kelly Financial Services LLC$414M AUM | 2.97% | $12M | 122.5K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 2.66% | $9M | 89.8K | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 2.65% | $5M | 51.1K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 2.60% | $16M | 163.3K | Q1 2026OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 2.60% | $5M | 45.4K | Q1 2026OLDER |
| Summit Asset Management, LLC$719M AUM | 2.43% | $17M | 173.7K | Q1 2026OLDER |
| Estate Counselors, LLC$1.1B AUM | 2.38% | $27M | 265.2K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 2.37% | $2M | 23.7K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 2.28% | $6M | 55.5K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 2.26% | $87M | 862.8K | Q1 2026OLDER |
| Cresta Advisors, Ltd.$244M AUM | 2.13% | $5M | 51.6K | Q1 2026OLDER |
| Elevated Financial Group LLC$308M AUM | 2.13% | $7M | 64.9K | Q1 2026OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 2.09% | $3M | 32.5K | Q2 2026 |
| Davis Wealth Advisors, LLC$120M AUM | 2.06% | $2M | 24.7K | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 2.06% | $133M | 1.32M | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 2.02% | $50M | 497.5K | Q1 2026OLDER |
| J.M. Arbour, LLC$104M AUM | 2.02% | $2M | 20.8K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 2.00% | $95M | 942.3K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 1.96% | $5M | 49.4K | Q1 2026OLDER |
| Certus Wealth Management, LLC$167M AUM | 1.93% | $3M | 31.3K | Q3 2025OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 1.93% | $16M | 156.6K | Q2 2026 |
| Bay Harbor Wealth Management, LLC$386M AUM | 1.88% | $7M | 72.1K | Q1 2026OLDER |
| ONE Advisory Partners, LLC$324M AUM | 1.86% | $6M | 59.9K | Q1 2026OLDER |
| FIDELITY D & D BANCORP INC$249M AUM | 1.86% | $5M | 46.0K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 1.85% | $9M | 88.7K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 1.80% | $5M | 49.5K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 1.77% | $67M | 667.6K | Q1 2026OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 1.73% | $3M | 33.9K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 1.69% | $7M | 68.2K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 1.68% | $303M | 3.01M | Q1 2026OLDER |
| Goodman Advisory Group, LLC$385M AUM | 1.67% | $6M | 63.7K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 1.64% | $12M | 119.5K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 1.61% | $185M | 1.83M | Q1 2026OLDER |
| Johnson Bixby & Associates, LLC$806M AUM | 1.60% | $13M | 128.3K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 1.56% | $6M | 61.5K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 1.55% | $3M | 30.1K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 1.54% | $9M | 89.8K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 1.53% | $3M | 26.2K | Q1 2026OLDER |
| EWA, LLC$441M AUM | 1.49% | $7M | 65.1K | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 1.47% | $10M | 95.1K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 1.43% | $5M | 49.5K | Q1 2026OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 1.42% | $4M | 39.9K | Q2 2026 |
| Systelligence, LLC$514M AUM | 1.37% | $7M | 70.2K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 1.36% | $2M | 21.5K | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 1.35% | $7M | 68.5K | Q1 2026OLDER |
| Shilanski & Associates, Inc.$376M AUM | 1.33% | $5M | 48.5K | Q3 2025OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 1.31% | $20M | 202.9K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 1.31% | $3M | 30.2K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 1.31% | $13M | 126.0K | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 1.30% | $3M | 29.5K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 1.27% | $4M | 40.4K | Q1 2026OLDER |
| Echo45 Advisors LLC$178M AUM | 1.27% | $2M | 22.4K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 1.21% | $10M | 100.1K | Q2 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 1.19% | $15M | 148.5K | Q1 2026OLDER |
| Atlatl Advisers LLC$135M AUM | 1.16% | $2M | 15.6K | Q1 2026OLDER |
| Clarus Wealth Advisors$235M AUM | 1.14% | $3M | 26.7K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 1.14% | $3M | 24.4K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 1.14% | $2M | 22.7K | Q1 2026OLDER |
| GenWealth Group, Inc.$584M AUM | 1.14% | $7M | 65.4K | Q4 2025OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$132M AUM | 1.13% | $1M | 14.9K | Q1 2026OLDER |
| Storen Legacy Partners, LLC$319M AUM | 1.12% | $4M | 35.4K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 1.11% | $9M | 87.8K | Q1 2026OLDER |
| Centerline Wealth Advisors, LLC$278M AUM | 1.10% | $3M | 30.5K | Q1 2026OLDER |
| Robbins Farley$226M AUM | 1.07% | $2M | 24.0K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 1.07% | $2M | 22.7K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 1.06% | $4M | 41.8K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 1.04% | $1M | 13.0K | Q1 2026OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 1.03% | $2M | 23.4K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 1.03% | $7M | 63.2K | Q3 2025OLDER |
| Values First Advisors, Inc.$192M AUM | 1.02% | $2M | 19.3K | Q1 2026OLDER |
| SWMG, LLC$350M AUM | 1.01% | $4M | 35.2K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 0.99% | $4M | 35.7K | Q1 2026OLDER |
| Alternative Investment Advisors, LLC.$229M AUM | 0.98% | $2M | 19.5K | Q3 2025OLDER |
| WealthPoint Financial, LLC$119M AUM | 0.97% | $1M | 11.5K | Q2 2026 |
| MN Wealth Advisors, LLC$206M AUM | 0.97% | $2M | 17.6K | Q3 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.96% | $53M | 522.8K | Q1 2026OLDER |
| Legacy Financial Group LLC$795M AUM | 0.96% | $8M | 75.8K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.95% | $8M | 83.4K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.95% | $14M | 142.4K | Q2 2026 |
| Hoxton Planning & Management, LLC$333M AUM | 0.95% | $3M | 31.3K | Q1 2026OLDER |
| ARROW FINANCIAL CORP$994M AUM | 0.91% | $9M | 90.3K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.91% | $9M | 87.4K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 0.89% | $4M | 39.8K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.89% | $2M | 18.0K | Q3 2025OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.87% | $2M | 17.5K | Q1 2026OLDER |
| Veridan Wealth LLC$270M AUM | 0.87% | $2M | 23.3K | Q1 2026OLDER |
| Avid Wealth Partners LLC$212M AUM | 0.87% | $2M | 18.2K | Q1 2026OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 0.86% | $26M | 258.4K | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.86% | $18M | 175.7K | Q1 2026OLDER |
| Lansing Street Advisors$397M AUM | 0.85% | $3M | 33.5K | Q1 2026OLDER |
| FINANCIAL LIFE ADVISORS$321M AUM | 0.80% | $3M | 25.5K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.79% | $3M | 32.9K | Q2 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.78% | $8M | 78.5K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.78% | $1M | 14.7K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.77% | $8M | 76.4K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.77% | $2M | 15.0K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.76% | $13M | 131.4K | Q1 2026OLDER |
| Mendel Capital Management LLC$199M AUM | 0.76% | $2M | 15.0K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.76% | $14M | 141.5K | Q1 2026OLDER |
| BCU Wealth Advisors, LLC$268M AUM | 0.74% | $2M | 19.6K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.72% | $2M | 18.3K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.72% | $8M | 75.5K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.69% | $48M | 478.4K | Q1 2026OLDER |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 0.69% | $4M | 37.9K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.69% | $4M | 34.7K | Q3 2025OLDER |
| EQ LLC$355M AUM | 0.68% | $2M | 24.0K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.68% | $5M | 51.8K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 0.68% | $2M | 20.1K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.67% | $2M | 24.5K | Q1 2026OLDER |
| Etesian Wealth Advisors, Inc.$313M AUM | 0.67% | $2M | 20.7K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.66% | $12M | 114.2K | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.64% | $983,027 | 9.8K | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.63% | $2M | 17.5K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.63% | $2M | 16.5K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.63% | $1M | 11.5K | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.62% | $2.3B | 22.94M | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 0.61% | $735,055 | 7.3K | Q1 2026OLDER |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 0.58% | $701,918 | 7.0K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.57% | $4M | 40.6K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.56% | $45M | 451.7K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 0.56% | $629,298 | 6.2K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.56% | $725,285 | 7.2K | Q1 2026OLDER |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 0.56% | $970,569 | 9.6K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 0.56% | $2M | 16.1K | Q1 2026OLDER |
| ASL Financial, LLC$125M AUM | 0.55% | $687,918 | 6.8K | Q1 2026OLDER |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 0.55% | $584,834 | 5.8K | Q1 2026OLDER |
| ODonnell Financial Services, LLC$290M AUM | 0.55% | $2M | 15.0K | Q3 2025OLDER |
| West Wealth Group, LLC$506M AUM | 0.54% | $3M | 25.8K | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.54% | $20M | 202.6K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.54% | $14M | 142.4K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.54% | $791,477 | 7.9K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 0.54% | $2M | 19.9K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.53% | $4M | 42.2K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.53% | $1M | 10.2K | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 0.53% | $1M | 14.3K | Q1 2026OLDER |
| Apex Wealth Management, LLC$146M AUM | 0.53% | $518,319 | 5.1K | Q4 2025OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.53% | $34M | 335.6K | Q2 2026 |
| Ballast Rock Private Wealth LLC$181M AUM | 0.52% | $939,009 | 9.3K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.51% | $22M | 218.8K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.51% | $4M | 38.4K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.51% | $51M | 506.3K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.50% | $698,352 | 6.9K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.49% | $16M | 160.7K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.49% | $8M | 83.6K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.49% | $846,925 | 8.4K | Q1 2026OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 0.48% | $602,708 | 6.0K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.48% | $646,925 | 6.4K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.48% | $8M | 82.7K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 0.48% | $2M | 18.0K | Q1 2026OLDER |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 0.48% | $529,091 | 5.2K | Q4 2025OLDER |
| Pinion Investment Advisors, LLC$428M AUM | 0.47% | $2M | 20.1K | Q1 2026OLDER |
| Chatterton & Associates Inc.$143M AUM | 0.47% | $668,803 | 6.6K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.47% | $6M | 58.0K | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.47% | $229M | 2.27M | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.47% | $3M | 32.8K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.46% | $20M | 198.8K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.46% | $4M | 37.8K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.46% | $3M | 28.0K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 0.45% | $558,347 | 5.6K | Q2 2026 |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.44% | $2M | 21.6K | Q2 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.43% | $1M | 12.9K | Q1 2026OLDER |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 0.43% | $443,403 | 4.4K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.42% | $3M | 33.2K | Q1 2026OLDER |
| NerdWallet Wealth Partners, LLC$290M AUM | 0.41% | $1M | 12.0K | Q2 2026 |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.41% | $6M | 55.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.41% | $157M | 1.56M | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.41% | $11M | 104.3K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.41% | $3M | 26.5K | Q4 2025OLDER |
| WealthShield Partners, LLC$898M AUM | 0.40% | $4M | 35.3K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.39% | $23M | 229.8K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 0.39% | $2M | 19.4K | Q2 2026 |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.39% | $7M | 70.8K | Q1 2026OLDER |
| First International Bank of Israel Ltd.$340M AUM | 0.39% | $1M | 13.0K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.38% | $5M | 49.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.38% | $137M | 1.36M | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.38% | $3M | 33.6K | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 0.38% | $1M | 12.9K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.37% | $711,788 | 7.1K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 0.37% | $624,018 | 6.2K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.37% | $69M | 681.7K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.36% | $58M | 574.4K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.35% | $472,867 | 4.7K | Q4 2025OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.35% | $941,636 | 9.3K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.35% | $17M | 170.5K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.34% | $550,637 | 5.5K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.34% | $965,645 | 9.3K | Q3 2025OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.34% | $689,180 | 6.8K | Q2 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.34% | $93M | 924.2K | Q2 2026 |
| Horst & Graben Wealth Management LLC$729M AUM | 0.33% | $2M | 24.3K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.32% | $489,701 | 4.9K | Q1 2026OLDER |
| Camarda Financial Advisors, LLC$190M AUM | 0.31% | $597,147 | 5.9K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.31% | $622,561 | 6.2K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.30% | $1M | 11.0K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.29% | $531,506 | 5.3K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 0.29% | $446,492 | 4.4K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.29% | $11M | 105.3K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.28% | $1M | 11.0K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.28% | $12M | 118.7K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.27% | $260,664 | 2.6K | Q1 2026OLDER |
| Kane Co Wealth Management, Inc.$119M AUM | 0.26% | $314,246 | 3.1K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.26% | $977,613 | 9.6K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.26% | $3M | 28.4K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 0.26% | $763,560 | 7.5K | Q4 2025OLDER |
| Cassilly Financial Group LLC$115M AUM | 0.25% | $290,476 | 2.9K | Q1 2026OLDER |
| Core Wealth Partners LLC$215M AUM | 0.25% | $536,233 | 5.3K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.24% | $6M | 58.0K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 0.24% | $511,557 | 5.1K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.24% | $2M | 15.5K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.24% | $1M | 10.3K | Q2 2026 |
| TSA Wealth Managment LLC$309M AUM | 0.24% | $729,817 | 7.2K | Q1 2026OLDER |
| Phillip James Consulting Co.$132M AUM | 0.23% | $306,000 | 2.1K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.23% | $525,349 | 5.2K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.23% | $296,302 | 2.9K | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.23% | $41M | 403.3K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.23% | $2M | 17.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.23% | $212M | 2.11M | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.22% | $2M | 17.5K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.22% | $4M | 39.2K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.22% | $976,474 | 9.7K | Q1 2026OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 0.22% | $279,800 | 2.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.22% | $827M | 8.21M | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.22% | $2M | 19.8K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.22% | $3M | 29.0K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 0.22% | $249,494 | 2.5K | Q1 2026OLDER |
| Silverleafe Capital Partners, LLC$367M AUM | 0.22% | $731,629 | 7.2K | Q4 2025OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.22% | $2M | 15.6K | Q1 2026OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.21% | $993,401 | 9.9K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.21% | $19M | 186.1K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.20% | $3M | 27.2K | Q1 2026OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.20% | $459,705 | 4.5K | Q4 2025OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.20% | $1M | 11.4K | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 0.20% | $387,165 | 3.8K | Q1 2026OLDER |
| Signet Private Wealth LLC$105M AUM | 0.20% | $208,088 | 2.1K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 0.19% | $282,770 | 2.8K | Q4 2025OLDER |
| Retirement Management Systems Inc.$415M AUM | 0.19% | $803,746 | 8.0K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 0.19% | $345,769 | 3.3K | Q3 2025OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.19% | $1M | 10.0K | Q4 2025OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.19% | $1M | 11.6K | Q3 2025OLDER |
| Town Capital LLC$124M AUM | 0.19% | $235,282 | 2.3K | Q2 2026 |
| Alteri Wealth LLC$309M AUM | 0.19% | $583,621 | 5.8K | Q1 2026OLDER |
| Semus Wealth Partners LLC$179M AUM | 0.19% | $334,491 | 3.3K | Q1 2026OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 0.19% | $11M | 112.1K | Q1 2026OLDER |
| PATRON PARTNERS, LLC$226M AUM | 0.18% | $416,578 | 4.1K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.18% | $209,618 | 2.1K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.18% | $9M | 91.8K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.18% | $402,794 | 3.9K | Q3 2025OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.18% | $704,134 | 7.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.18% | $9M | 84.5K | Q1 2026OLDER |
| Paladin Partners, LLC$139M AUM | 0.17% | $242,634 | 2.4K | Q2 2026 |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 0.17% | $6M | 54.7K | Q4 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.17% | $4M | 37.0K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.17% | $520,727 | 5.2K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.17% | $324,318 | 3.2K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.17% | $6M | 59.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.16% | $9M | 91.2K | Q4 2025OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.16% | $3M | 24.9K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.16% | $478,722 | 4.8K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.16% | $1M | 12.0K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.15% | $20M | 200.5K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.15% | $426,851 | 4.2K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.15% | $920,492 | 9.1K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.15% | $8M | 84.3K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.15% | $109M | 1.09M | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.15% | $29M | 285.6K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.15% | $500,013 | 4.9K | Q4 2025OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.14% | $3M | 26.6K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.14% | $4M | 38.6K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.14% | $470,161 | 4.7K | Q1 2026OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.14% | $501,888 | 5.0K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.14% | $817,012 | 8.1K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.14% | $847,927 | 8.4K | Q2 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.14% | $148M | 1.47M | Q1 2026OLDER |
| ADE, LLC$209M AUM | 0.13% | $281,254 | 2.8K | Q1 2026OLDER |
| Shelter Mutual Insurance Co$450M AUM | 0.13% | $591,025 | 5.9K | Q1 2026OLDER |
| ARRIEN INVESTMENTS, INC.$184M AUM | 0.13% | $241,306 | 2.4K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.13% | $8M | 79.7K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.13% | $5M | 53.9K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.13% | $509,845 | 5.1K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.13% | $5M | 47.5K | Q2 2026 |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.13% | $317,266 | 3.1K | Q3 2025OLDER |
| Embree Financial Group$849M AUM | 0.13% | $1M | 10.5K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.12% | $494,676 | 4.9K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.12% | $2M | 19.5K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.12% | $573,933 | 5.7K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.12% | $2M | 23.8K | Q1 2026OLDER |
| EJMK Ventures LLC$179M AUM | 0.12% | $214,030 | 2.1K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 0.12% | $307,700 | 3.1K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.12% | $1M | 13.1K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.12% | $2M | 17.4K | Q2 2026 |
| ORG Partners LLC$568M AUM | 0.12% | $667,331 | 6.6K | Q4 2025OLDER |
| Balefire, LLC$613M AUM | 0.12% | $719,879 | 7.2K | Q2 2026 |
| Fairvoy Private Wealth, LLC$419M AUM | 0.12% | $492,022 | 4.9K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.12% | $11M | 107.0K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.12% | $338,254 | 3.4K | Q1 2026OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.12% | $799,025 | 7.9K | Q4 2025OLDER |
| BDFS Capital LLC$208M AUM | 0.11% | $238,783 | 2.4K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.11% | $403,384 | 4.0K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 0.11% | $322,780 | 3.2K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.11% | $268,137 | 2.7K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.11% | $1M | 14.8K | Q1 2026OLDER |
| Omega Financial Group, LLC$308M AUM | 0.11% | $335,714 | 3.3K | Q4 2025OLDER |
| ANDERSON HOAGLAND & CO$1.3B AUM | 0.11% | $1M | 14.0K | Q2 2026 |
| Financial Partners Group, Inc$836M AUM | 0.11% | $923,030 | 9.2K | Q1 2026OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.11% | $724,244 | 7.2K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.11% | $13M | 127.5K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.11% | $7M | 66.3K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.10% | $2M | 23.1K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.10% | $3M | 31.9K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.10% | $488,246 | 4.8K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.10% | $357,630 | 3.5K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.10% | $1M | 14.4K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.10% | $426,549 | 4.2K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.10% | $886,325 | 8.8K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.10% | $8M | 84.1K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.10% | $431,306 | 4.3K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.10% | $7M | 65.3K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.09% | $2M | 16.6K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.09% | $7M | 66.7K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.09% | $8M | 80.2K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.09% | $2M | 17.5K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.09% | $4M | 39.3K | Q1 2026OLDER |
| Cumberland Partners Ltd$1.3B AUM | 0.09% | $1M | 11.9K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.09% | $300,347 | 3.0K | Q1 2026OLDER |
| CHANNEL WEALTH LLC$413M AUM | 0.09% | $356,353 | 3.5K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.09% | $9M | 94.5K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.09% | $1M | 9.9K | Q3 2025OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.09% | $335,013 | 3.3K | Q4 2025OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.09% | $331,738 | 3.4K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.09% | $1M | 10.2K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.08% | $183,310 | 1.8K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.08% | $1M | 12.9K | Q2 2026 |
| Legacy Private Trust Co.$1.6B AUM | 0.08% | $1M | 13.5K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.08% | $775,872 | 7.7K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.08% | $1M | 10.8K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.08% | $13M | 125.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.08% | $910,674 | 9.0K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.08% | $4M | 43.3K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.08% | $3M | 33.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.08% | $10M | 97.3K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 0.08% | $204,332 | 2.0K | Q3 2025OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.08% | $2M | 24.5K | Q2 2026 |
| PFG Investments, LLC$2.1B AUM | 0.08% | $2M | 16.1K | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.08% | $9M | 86.5K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.08% | $2M | 15.3K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.08% | $992,090 | 9.8K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.08% | $2M | 18.2K | Q1 2026OLDER |
| Demars Financial Group, LLC$304M AUM | 0.07% | $225,311 | 2.2K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.07% | $239,478 | 2.4K | Q4 2025OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.07% | $232,080 | 2.3K | Q3 2025OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.07% | $337,311 | 3.3K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.07% | $278,289 | 2.8K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.07% | $257,498 | 2.6K | Q2 2026 |
| Arax Advisory Partners$3.5B AUM | 0.07% | $2M | 24.2K | Q1 2026OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.07% | $367,232 | 3.6K | Q4 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.07% | $1M | 14.8K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.07% | $2M | 20.3K | Q4 2025OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 0.07% | $276,144 | 2.7K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.06% | $12M | 123.6K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.06% | $309,299 | 2.9K | Q4 2025OLDER |
| GWN SECURITIES INC.$523M AUM | 0.06% | $317,472 | 3.2K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.06% | $5M | 52.8K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.06% | $49M | 491.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.06% | $814M | 8.08M | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.06% | $787,026 | 7.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.06% | $29M | 285.3K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.06% | $6M | 58.9K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.06% | $105,737 | 1.0K | Q4 2025OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.06% | $545,802 | 5.4K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.06% | $475,267 | 4.7K | Q4 2025OLDER |
| Asset Planning,Inc$141M AUM | 0.06% | $79,697 | 791 | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.06% | $366,874 | 3.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.06% | $243M | 2.39M | Q1 2026OLDER |
| KELLY FINANCIAL GROUP LLC$398M AUM | 0.06% | $223,397 | 2.2K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.06% | $3M | 34.3K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.06% | $436,540 | 4.3K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.06% | $164,163 | 1.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.05% | $37M | 369.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.05% | $4M | 40.3K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.05% | $2M | 20.0K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.05% | $486,122 | 4.8K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.05% | $262,473 | 2.6K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.05% | $937,300 | 9.3K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.05% | $318,779 | 3.2K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.05% | $2M | 15.2K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.05% | $245,294 | 2.4K | Q1 2026OLDER |
| Frisch Financial Group, Inc.$478M AUM | 0.05% | $235,383 | 2.3K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.05% | $4M | 39.1K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.05% | $2M | 17.0K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.05% | $204,655 | 2.0K | Q3 2025OLDER |
| VICUS CAPITAL$1.4B AUM | 0.05% | $629,515 | 6.2K | Q4 2025OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 0.05% | $254,887 | 2.5K | Q4 2025OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.05% | $49,857 | 495 | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.05% | $2M | 19.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.04% | $2M | 17.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $32M | 313.4K | Q1 2026OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.04% | $2M | 18.9K | Q1 2026OLDER |
| Moment Partners, LLC$561M AUM | 0.04% | $244,982 | 2.4K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.04% | $483,456 | 4.8K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.04% | $532,403 | 5.3K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.04% | $1M | 12.1K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.04% | $258,218 | 2.6K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.04% | $648,632 | 6.4K | Q4 2025OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.04% | $2M | 16.7K | Q3 2025OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.04% | $537,053 | 5.3K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.04% | $5M | 54.1K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.04% | $1M | 13.4K | Q2 2026 |
| Continuum Advisory, LLC$1.0B AUM | 0.04% | $409,125 | 4.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.04% | $8M | 81.9K | Q1 2026OLDER |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 0.04% | $223,095 | 2.2K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.04% | $226,445 | 2.2K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.04% | $4M | 36.2K | Q4 2025OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.04% | $543,377 | 5.4K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.04% | $266,836 | 2.7K | Q2 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.04% | $229,673 | 2.3K | Q4 2025OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.04% | $235,163 | 2.3K | Q4 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.04% | $447,499 | 4.4K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.04% | $244,984 | 2.4K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.03% | $399,594 | 4.0K | Q2 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.03% | $67,079 | 666 | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.03% | $200,534 | 2.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $174M | 1.72M | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.03% | $52M | 521.2K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.03% | $60,182 | 598 | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.03% | $351,311 | 3.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.03% | $18M | 177.0K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.03% | $8M | 75.8K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $574,453 | 5.7K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.03% | $246,865 | 2.5K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.03% | $372,763 | 3.7K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.03% | $3M | 25.8K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.03% | $226,921 | 2.2K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $91M | 903.2K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.03% | $445,887 | 4.4K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.03% | $247,066 | 2.5K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.03% | $972,877 | 9.7K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.03% | $260,885 | 2.6K | Q4 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.03% | $2M | 19.6K | Q1 2026OLDER |
| SVB WEALTH LLC$1.5B AUM | 0.03% | $408,629 | 4.1K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.03% | $259,455 | 2.6K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.03% | $2M | 24.5K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.03% | $412M | 4.09M | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.03% | $1M | 12.0K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.03% | $826,625 | 8.2K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.03% | $413,960 | 4.1K | Q2 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.02% | $2M | 15.4K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.02% | $214,940 | 2.1K | Q3 2025OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.02% | $37,172 | 369 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $644,893 | 6.4K | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.02% | $409M | 4.02M | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $1M | 10.3K | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.02% | $131M | 1.30M | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.02% | $415,671 | 4.1K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.02% | $349,700 | 3.5K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $500,218 | 5.0K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.02% | $92,617 | 920 | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.02% | $668,683 | 6.6K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.02% | $209,498 | 2.1K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.02% | $100,015 | 993 | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.02% | $208,220 | 2.0K | Q4 2025OLDER |
| One Day In July LLC$1.2B AUM | 0.02% | $280,203 | 2.8K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.02% | $109,684 | 1.1K | Q1 2026OLDER |
| Capital Investment Counsel, Inc$816M AUM | 0.02% | $177,872 | 1.8K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $380,513 | 3.7K | Q4 2025OLDER |
| Charles Schwab Trust Co$1.5B AUM | 0.02% | $325,023 | 3.2K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $663,464 | 6.6K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.02% | $296,421 | 2.9K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.02% | $606,667 | 5.8K | Q1 2026OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.02% | $570,377 | 5.7K | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.02% | $228,937 | 2.3K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.02% | $2M | 17.2K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.02% | $48,199 | 468 | Q3 2025OLDER |
| Cooper Financial Group$1.2B AUM | 0.02% | $235,225 | 2.3K | Q2 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.02% | $82,087 | 815 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.02% | $390,860 | 3.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $18M | 175.6K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 0.02% | $222,452 | 2.2K | Q4 2025OLDER |
| Keystone Financial Group$1.5B AUM | 0.02% | $265,657 | 2.6K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 11.0K | Q1 2026OLDER |
| Magnolia Wealth Management, LLC$172M AUM | 0.02% | $29,209 | 290 | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 10.3K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.02% | $26,986 | 262 | Q3 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.02% | $239,736 | 2.4K | Q2 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.02% | $822,886 | 8.2K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $417,585 | 4.1K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.02% | $217,065 | 2.1K | Q4 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $601,620 | 6.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.