AMERICAN CENTY ETF TR
CUSIP 025072604
American Centy Etf Tr has 905 institutional holders in Filings Flow’s 13F database, together reporting 225.28M shares worth $17.9B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Savant Capital, LLC, and Envestnet Asset Management Inc.
Institutional Holders
905
Q1 2026
Reported Value
$17.9B
Ticker
unmapped
private placement or foreign
Quarters Tracked
7
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Buttonwood Financial Group, LLC$163M AUM | 12.35% | $20M | 249.1K | Q1 2026OLDER |
| Oak Root LLC$820M AUM | 10.57% | $87M | 1.08M | Q1 2026OLDER |
| ACT Advisors, LLC.$235M AUM | 10.55% | $25M | 308.0K | Q1 2026OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 9.91% | $37M | 465.3K | Q1 2026OLDER |
| Strategic Financial Planning, Inc.$171M AUM | 9.39% | $16M | 351.7K | Q1 2026OLDER |
| Armstrong, Fleming & Moore, Inc$236M AUM | 9.00% | $21M | 263.1K | Q1 2026OLDER |
| WJ Interests, LLC$260M AUM | 7.99% | $21M | 258.2K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 7.33% | $1.5B | 18.82M | Q1 2026OLDER |
| JRM Investment Counsel, LLC$375M AUM | 7.23% | $27M | 336.7K | Q1 2026OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 7.03% | $50M | 619.9K | Q1 2026OLDER |
| McLean Asset Management Corp$572M AUM | 6.93% | $40M | 491.8K | Q1 2026OLDER |
| INTEGRATED WEALTHCARE, LLC$120M AUM | 6.90% | $8M | 102.4K | Q1 2026OLDER |
| Fort Vancouver Investment Management, LLC$197M AUM | 6.77% | $13M | 165.4K | Q1 2026OLDER |
| Tarbox Family Office, Inc.$616M AUM | 6.76% | $42M | 516.9K | Q1 2026OLDER |
| DEFINE FINANCIAL, LLC$184M AUM | 6.62% | $12M | 151.3K | Q1 2026OLDER |
| WEST PACES ADVISORS INC.$516M AUM | 6.41% | $33M | 410.5K | Q1 2026OLDER |
| Echo Wealth Management, LLC$174M AUM | 6.26% | $11M | 135.0K | Q1 2026OLDER |
| Shotwell Rutter Baer Inc$170M AUM | 6.16% | $10M | 130.2K | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 6.02% | $15M | 184.3K | Q1 2026OLDER |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 5.86% | $12M | 154.5K | Q1 2026OLDER |
| Alpha Financial Advisors, LLC$326M AUM | 5.79% | $19M | 234.6K | Q1 2026OLDER |
| Oak Wealth Advisors LLC$182M AUM | 5.58% | $10M | 126.1K | Q1 2026OLDER |
| Avant Financial Advisors LLC$161M AUM | 5.49% | $9M | 91.4K | Q2 2026 |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 5.46% | $32M | 399.3K | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 5.45% | $12M | 148.0K | Q1 2026OLDER |
| Midwestern Financial, LLC /IA$127M AUM | 5.31% | $7M | 83.8K | Q1 2026OLDER |
| Summit Financial Strategies, Inc.$1.3B AUM | 5.27% | $67M | 829.3K | Q1 2026OLDER |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC$154M AUM | 5.18% | $8M | 99.0K | Q1 2026OLDER |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 5.17% | $12M | 136.6K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 5.06% | $10M | 126.2K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 4.98% | $10M | 169.4K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 4.89% | $5M | 65.2K | Q1 2026OLDER |
| Trace Wealth Advisors, LLC$133M AUM | 4.76% | $6M | 78.7K | Q1 2026OLDER |
| Arlington Financial Advisors, LLC$702M AUM | 4.72% | $33M | 410.9K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 4.66% | $9M | 117.3K | Q1 2026OLDER |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$350M AUM | 4.57% | $16M | 198.2K | Q1 2026OLDER |
| Choice Wealth Advisors LLC$285M AUM | 4.52% | $13M | 133.4K | Q2 2026 |
| Financial Plan, Inc.$933M AUM | 4.37% | $41M | 506.1K | Q1 2026OLDER |
| LIBRA WEALTH LLC$355M AUM | 4.35% | $15M | 191.8K | Q1 2026OLDER |
| Kilner Capital Advisors, LLC$104M AUM | 4.35% | $5M | 56.3K | Q1 2026OLDER |
| PW ADVISORS, LLC \ FL$133M AUM | 4.30% | $6M | 71.2K | Q1 2026OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 4.29% | $6M | 210.5K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 4.27% | $8M | 93.2K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 4.24% | $246M | 3.05M | Q1 2026OLDER |
| INVENIO WEALTH PARTNERS LLC$252M AUM | 4.19% | $11M | 130.9K | Q1 2026OLDER |
| CORRECT CAPITAL WEALTH MANAGEMENT$536M AUM | 4.18% | $22M | 277.7K | Q1 2026OLDER |
| Invariant Investment Management$171M AUM | 4.16% | $7M | 74.5K | Q2 2026 |
| Frankly Finances, LLC$110M AUM | 4.16% | $5M | 57.0K | Q1 2026OLDER |
| Sunburst Financial Group, LLC$617M AUM | 4.15% | $26M | 265.4K | Q2 2026 |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 4.12% | $61M | 754.9K | Q4 2025OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 4.08% | $5M | 56.7K | Q1 2026OLDER |
| VeraBank, N.A.$546M AUM | 4.05% | $22M | 274.7K | Q1 2026OLDER |
| Hobbs Wealth Management, LLC$101M AUM | 4.05% | $4M | 50.7K | Q1 2026OLDER |
| Objectivity Squared, LLC$159M AUM | 3.94% | $6M | 77.5K | Q1 2026OLDER |
| Team Hewins, LLC$337M AUM | 3.93% | $13M | 164.1K | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 3.89% | $26M | 320.1K | Q1 2026OLDER |
| Town Capital LLC$124M AUM | 3.87% | $5M | 59.4K | Q2 2026 |
| ShoreHaven Wealth Partners, LLC$278M AUM | 3.84% | $11M | 132.6K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 3.82% | $46M | 576.9K | Q1 2026OLDER |
| Freedom Financial Partners LLC$281M AUM | 3.80% | $11M | 132.6K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 3.78% | $10M | 101.2K | Q2 2026 |
| 46 Peaks LLC$137M AUM | 3.75% | $5M | 64.0K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 3.75% | $8M | 101.4K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 3.71% | $16M | 200.6K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 3.66% | $19M | 229.9K | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 3.64% | $19M | 237.6K | Q1 2026OLDER |
| MN Wealth Advisors, LLC$206M AUM | 3.62% | $7M | 92.4K | Q1 2026OLDER |
| Henderson Brothers Financial Partners, LLC$395M AUM | 3.60% | $14M | 176.4K | Q1 2026OLDER |
| Broadway Wealth Solutions, Inc.$193M AUM | 3.59% | $7M | 86.1K | Q1 2026OLDER |
| Cannon Financial Strategists, Inc.$761M AUM | 3.56% | $27M | 335.8K | Q1 2026OLDER |
| Sylvest Advisors, LLC$188M AUM | 3.53% | $7M | 82.4K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 3.47% | $65M | 674.5K | Q2 2026 |
| WMG Financial Advisors, LLC$240M AUM | 3.45% | $8M | 102.7K | Q1 2026OLDER |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 3.39% | $4M | 44.8K | Q1 2026OLDER |
| TANDEMGROWTH FINANCIAL ADVISORS LLC$106M AUM | 3.37% | $4M | 44.4K | Q1 2026OLDER |
| VERUS WEALTH MANAGEMENT, LLC$108M AUM | 3.37% | $4M | 45.0K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 3.35% | $54M | 554.7K | Q2 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM | 3.33% | $12M | 144.6K | Q1 2026OLDER |
| CROBAN$213M AUM | 3.31% | $7M | 87.5K | Q1 2026OLDER |
| Financial Futures Ltd Liability Co.$228M AUM | 3.30% | $8M | 93.3K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 3.30% | $48M | 600.5K | Q1 2026OLDER |
| Quantum Financial Advisors, LLC$1.0B AUM | 3.30% | $33M | 345.3K | Q2 2026 |
| MFA WEALTH ADVISORS, LLC$508M AUM | 3.28% | $17M | 206.7K | Q1 2026OLDER |
| Haven Private, LLC$230M AUM | 3.27% | $8M | 93.2K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 3.27% | $4M | 40.0K | Q2 2026 |
| Concord Asset Management, LLC/VA$592M AUM | 3.25% | $19M | 238.7K | Q1 2026OLDER |
| Pursuit Wealth Management LLC$116M AUM | 3.24% | $4M | 49.0K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 3.21% | $36M | 371.5K | Q2 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 3.19% | $86M | 1.07M | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 3.16% | $11M | 109.4K | Q2 2026 |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 3.16% | $4M | 49.7K | Q1 2026OLDER |
| Rockwood Wealth Management, LLC$1.4B AUM | 3.15% | $44M | 546.0K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 3.13% | $59M | 610.4K | Q2 2026 |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 3.05% | $13M | 129.8K | Q2 2026 |
| Adelphi Trust Co$151M AUM | 3.02% | $5M | 47.1K | Q2 2026 |
| MASECO LLP$3.2B AUM | 2.93% | $94M | 1.16M | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 2.92% | $10M | 121.5K | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 2.88% | $7M | 89.0K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 2.87% | $11M | 140.6K | Q1 2026OLDER |
| Capasso Planning Partners LLC$185M AUM | 2.84% | $5M | 65.3K | Q1 2026OLDER |
| High Probability Advisors, LLC$781M AUM | 2.84% | $22M | 275.3K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 2.83% | $8M | 102.7K | Q1 2026OLDER |
| Chris Bulman Inc$228M AUM | 2.77% | $6M | 78.6K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 2.75% | $15M | 186.6K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 2.73% | $8M | 100.5K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 2.62% | $14M | 172.7K | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 2.62% | $6M | 75.5K | Q1 2026OLDER |
| REDW Wealth LLC$251M AUM | 2.61% | $7M | 81.2K | Q1 2026OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 2.60% | $31M | 386.8K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 2.59% | $20M | 248.1K | Q1 2026OLDER |
| WADDELL & ASSOCIATES, LLC$1.8B AUM | 2.59% | $46M | 570.4K | Q1 2026OLDER |
| B&D White Capital Company, LLC$809M AUM | 2.58% | $21M | 258.6K | Q1 2026OLDER |
| Physician Wealth Solutions Inc.$242M AUM | 2.57% | $6M | 77.1K | Q1 2026OLDER |
| McCartney Wealth Management LLC$119M AUM | 2.57% | $3M | 37.9K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 2.57% | $6M | 73.5K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 2.55% | $6M | 71.5K | Q1 2026OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 2.55% | $9M | 91.1K | Q2 2026 |
| Pasadena Private Wealth, LLC$723M AUM | 2.54% | $18M | 228.4K | Q1 2026OLDER |
| Summit Portfolio Management, LTD.$155M AUM | 2.52% | $4M | 48.6K | Q1 2026OLDER |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 2.52% | $3M | 36.9K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 2.51% | $5M | 65.8K | Q1 2026OLDER |
| Trailhead Planners LLC$104M AUM | 2.51% | $3M | 32.5K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 2.50% | $13M | 131.6K | Q2 2026 |
| Wheels Up Wealth, Inc.$106M AUM | 2.50% | $3M | 33.0K | Q1 2026OLDER |
| Highland Financial Advisors, LLC$455M AUM | 2.46% | $11M | 115.8K | Q2 2026 |
| Trellis Wealth Advisors LLC$263M AUM | 2.46% | $6M | 80.1K | Q1 2026OLDER |
| Stonehearth Capital Management, LLC$293M AUM | 2.45% | $7M | 74.3K | Q2 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 2.41% | $18M | 227.0K | Q1 2026OLDER |
| Daviman Financial, LLC$169M AUM | 2.39% | $4M | 50.1K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 2.38% | $87M | 1.08M | Q1 2026OLDER |
| Andrews Advisory Associates, LLC$190M AUM | 2.33% | $4M | 54.9K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 2.31% | $124M | 1.53M | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 2.30% | $19M | 240.4K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 2.28% | $4M | 40.5K | Q2 2026 |
| Evelyn Partners Asset Management Ltd$406M AUM | 2.27% | $9M | 114.2K | Q1 2026OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 2.24% | $25M | 290.1K | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 2.22% | $11M | 140.8K | Q1 2026OLDER |
| Three Arch Wealth Management LLC$556M AUM | 2.22% | $12M | 153.0K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 2.22% | $16M | 197.5K | Q1 2026OLDER |
| Legacy CG, LLC$360M AUM | 2.18% | $8M | 97.4K | Q1 2026OLDER |
| EWA, LLC$441M AUM | 2.16% | $10M | 118.2K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 2.15% | $6M | 77.5K | Q1 2026OLDER |
| Prospect Financial Group LLC$108M AUM | 2.13% | $2M | 28.7K | Q1 2026OLDER |
| Mason & Associates Inc$516M AUM | 2.11% | $11M | 140.1K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 2.11% | $9M | 111.2K | Q1 2026OLDER |
| Financial Symmetry Inc$281M AUM | 2.10% | $6M | 65.5K | Q1 2026OLDER |
| Sterneck Capital Management, LLC$223M AUM | 2.10% | $5M | 58.0K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 2.08% | $4M | 48.8K | Q2 2026 |
| Hudson Capital Management LLC$387M AUM | 2.06% | $8M | 99.1K | Q1 2026OLDER |
| Great Diamond Partners, LLC$520M AUM | 2.05% | $11M | 132.0K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 2.03% | $17M | 206.5K | Q1 2026OLDER |
| Burton Enright Welch$736M AUM | 2.02% | $15M | 184.0K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 2.01% | $10M | 102.0K | Q2 2026 |
| Verum Partners LLC$527M AUM | 1.98% | $10M | 129.6K | Q1 2026OLDER |
| NorthStar Asset Management LLC /NJ/$207M AUM | 1.98% | $4M | 50.8K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 1.93% | $26M | 274.5K | Q2 2026 |
| Western Reserve Capital Management, LLC$122M AUM | 1.93% | $2M | 29.2K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 1.92% | $18M | 217.8K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 1.91% | $14M | 155.3K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 1.88% | $123M | 1.53M | Q1 2026OLDER |
| Stonebrook Private Inc.$470M AUM | 1.86% | $9M | 108.4K | Q1 2026OLDER |
| Flagstone Financial Management$403M AUM | 1.84% | $7M | 92.0K | Q1 2026OLDER |
| Arcadia Wealth Management, Inc.$185M AUM | 1.84% | $3M | 42.2K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 1.82% | $22M | 228.0K | Q2 2026 |
| Chatterton & Associates Inc.$143M AUM | 1.80% | $3M | 30.0K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 1.79% | $11M | 137.3K | Q1 2026OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 1.79% | $4M | 48.2K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 1.78% | $4M | 53.6K | Q1 2026OLDER |
| RAINIER FAMILY WEALTH INC$149M AUM | 1.78% | $3M | 32.9K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 1.77% | $14M | 175.9K | Q1 2026OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 1.77% | $17M | 212.1K | Q1 2026OLDER |
| HTG Investment Advisors, Inc.$352M AUM | 1.76% | $6M | 76.8K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 1.76% | $4M | 50.8K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 1.75% | $4M | 41.3K | Q1 2026OLDER |
| M1 Capital Management LLC$217M AUM | 1.74% | $4M | 46.8K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 1.73% | $14M | 176.0K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 1.73% | $5M | 56.6K | Q1 2026OLDER |
| BetterWealth, LLC$510M AUM | 1.72% | $9M | 109.1K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 1.72% | $23M | 300.8K | Q4 2025OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 1.72% | $6M | 66.6K | Q2 2026 |
| EnRich Financial Partners LLC$377M AUM | 1.71% | $6M | 79.8K | Q1 2026OLDER |
| Cypress Point Wealth Management, LLC$464M AUM | 1.68% | $8M | 96.5K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 1.66% | $40M | 491.8K | Q1 2026OLDER |
| AllGen Financial Advisors, Inc.$422M AUM | 1.64% | $7M | 89.7K | Q4 2025OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 1.63% | $192M | 2.38M | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 1.63% | $2M | 24.1K | Q2 2026 |
| Capstone Wealth Management, Inc.$118M AUM | 1.62% | $2M | 23.6K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 1.62% | $12M | 155.6K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 1.61% | $11M | 133.3K | Q1 2026OLDER |
| Sagace Wealth Management LLC$149M AUM | 1.59% | $2M | 29.5K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 1.59% | $174M | 2.16M | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 1.59% | $18M | 220.3K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 1.59% | $14M | 179.8K | Q1 2026OLDER |
| AGH Wealth Advisors, LLC$136M AUM | 1.55% | $2M | 26.1K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 1.55% | $90M | 1.11M | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 1.54% | $14M | 175.0K | Q1 2026OLDER |
| Blue Edge Capital, LLC$753M AUM | 1.53% | $12M | 143.4K | Q2 2026 |
| marrick wealth, LLC$119M AUM | 1.51% | $2M | 22.2K | Q1 2026OLDER |
| Bauman Advisory Group, LLC$143M AUM | 1.50% | $2M | 26.5K | Q1 2026OLDER |
| Hamilton Point Investment Advisors, LLC$649M AUM | 1.49% | $10M | 120.0K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 1.49% | $152M | 1.89M | Q1 2026OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 1.48% | $5M | 56.3K | Q1 2026OLDER |
| Hill Investment Group Partners, LLC$906M AUM | 1.48% | $13M | 166.4K | Q1 2026OLDER |
| Integrity Investment Advisors, LLC$184M AUM | 1.47% | $3M | 33.6K | Q1 2026OLDER |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 1.45% | $15M | 189.8K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 1.44% | $3M | 31.7K | Q1 2026OLDER |
| Family Office Research LLC$230M AUM | 1.44% | $3M | 41.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 1.43% | $92M | 1.15M | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 1.42% | $7M | 91.2K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 1.42% | $6M | 78.8K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 1.41% | $98M | 1.22M | Q1 2026OLDER |
| BLVD Private Wealth, LLC$115M AUM | 1.41% | $2M | 20.1K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 1.41% | $2M | 27.3K | Q1 2026OLDER |
| Centerpoint Advisory Group$133M AUM | 1.40% | $2M | 23.1K | Q1 2026OLDER |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 1.40% | $3M | 35.7K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 1.38% | $5M | 67.2K | Q1 2026OLDER |
| Petros Family Wealth, LLC$140M AUM | 1.37% | $2M | 23.9K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 1.37% | $100M | 1.03M | Q2 2026 |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 1.37% | $3M | 26.7K | Q2 2026 |
| Bogart Wealth, LLC$2.6B AUM | 1.34% | $35M | 433.0K | Q1 2026OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 1.34% | $3M | 35.4K | Q2 2026 |
| LEIGH BALDWIN & CO., LLC$154M AUM | 1.34% | $2M | 25.7K | Q1 2026OLDER |
| HORAN Wealth, LLC$1.1B AUM | 1.34% | $14M | 174.6K | Q1 2026OLDER |
| Carrera Capital Advisors$649M AUM | 1.32% | $9M | 106.7K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 1.32% | $12M | 151.3K | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 1.31% | $28M | 346.3K | Q1 2026OLDER |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 1.31% | $8M | 94.4K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 1.30% | $92M | 997.1K | Q2 2026 |
| Sonoma Allocations LLC$322M AUM | 1.30% | $4M | 44.5K | Q2 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 1.30% | $23M | 284.7K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 1.29% | $71M | 884.3K | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 1.27% | $10M | 122.9K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 1.25% | $6M | 73.3K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 1.25% | $10M | 124.4K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 1.23% | $10M | 123.6K | Q1 2026OLDER |
| HMV Wealth Advisors, LLC$213M AUM | 1.22% | $3M | 32.2K | Q1 2026OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 1.21% | $2M | 29.0K | Q1 2026OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 1.20% | $2M | 20.7K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 1.20% | $3M | 33.2K | Q1 2026OLDER |
| FIRST HAWAIIAN BANK$715M AUM | 1.19% | $9M | 106.0K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 1.18% | $2M | 22.3K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 1.18% | $797M | 9.89M | Q1 2026OLDER |
| Aurelius Family Office LLC$230M AUM | 1.17% | $3M | 33.5K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 1.16% | $2M | 28.0K | Q1 2026OLDER |
| QUARRY HILL ADVISORS, LLC$243M AUM | 1.16% | $3M | 31.3K | Q1 2026OLDER |
| Systelligence, LLC$514M AUM | 1.15% | $6M | 73.5K | Q1 2026OLDER |
| BWM Planning, LLC$379M AUM | 1.14% | $4M | 53.7K | Q1 2026OLDER |
| MJP ASSOCIATES INC /ADV$824M AUM | 1.14% | $9M | 116.2K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 1.13% | $10M | 125.3K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 1.11% | $13M | 155.5K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 1.10% | $61M | 760.2K | Q2 2026 |
| Apeiron RIA LLC$431M AUM | 1.10% | $5M | 58.9K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 1.10% | $2M | 19.1K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 1.08% | $2M | 29.5K | Q1 2026OLDER |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 1.08% | $7M | 82.8K | Q1 2026OLDER |
| ACORN CREEK CAPITAL LLC$280M AUM | 1.07% | $3M | 37.1K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 1.05% | $6M | 71.1K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 1.04% | $4M | 47.8K | Q1 2026OLDER |
| Pacific Life Fund Advisors LLC$871M AUM | 1.03% | $9M | 110.8K | Q1 2026OLDER |
| DBK Financial Counsel, LLC$132M AUM | 1.02% | $1M | 16.7K | Q2 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 1.01% | $13M | 156.4K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 1.01% | $3M | 39.7K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 1.00% | $6M | 78.7K | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 1.00% | $19M | 234.3K | Q1 2026OLDER |
| Great Point Wealth Advisors, LLC$542M AUM | 1.00% | $5M | 67.0K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.99% | $5M | 63.0K | Q1 2026OLDER |
| Approach Retirement Advisors, LLC$120M AUM | 0.98% | $1M | 14.6K | Q1 2026OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.97% | $7M | 92.9K | Q1 2026OLDER |
| Shore Point Advisors, LLC$253M AUM | 0.96% | $2M | 80.7K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.96% | $1M | 17.5K | Q1 2026OLDER |
| True North Advisors, LLC$877M AUM | 0.96% | $8M | 104.6K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.96% | $2M | 21.6K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 0.96% | $2M | 25.5K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.95% | $17M | 212.2K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 0.95% | $11M | 131.3K | Q1 2026OLDER |
| Bellecapital International Ltd.$554M AUM | 0.94% | $5M | 64.9K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.93% | $45M | 564.2K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.91% | $5M | 64.5K | Q1 2026OLDER |
| Mraz, Amerine & Associates, Inc.$678M AUM | 0.91% | $6M | 76.7K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.91% | $30M | 368.3K | Q1 2026OLDER |
| MB Generational Wealth, LLC$181M AUM | 0.91% | $2M | 20.4K | Q1 2026OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.90% | $4M | 52.2K | Q1 2026OLDER |
| Disciplina Capital Management LLC$944M AUM | 0.90% | $9M | 105.6K | Q1 2026OLDER |
| Clarity Wealth Development LLC$123M AUM | 0.89% | $1M | 13.5K | Q1 2026OLDER |
| JSF Financial, LLC$510M AUM | 0.88% | $5M | 56.0K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.88% | $7M | 84.0K | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.87% | $3M | 33.1K | Q1 2026OLDER |
| FMB WEALTH MANAGEMENT$242M AUM | 0.87% | $2M | 26.2K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.87% | $37M | 462.7K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.85% | $3M | 39.8K | Q1 2026OLDER |
| Tillman Hartley LLC$398M AUM | 0.85% | $3M | 41.8K | Q1 2026OLDER |
| BUSH INVESTMENT GROUP, LLC$179M AUM | 0.84% | $2M | 19.6K | Q1 2026OLDER |
| Plum Street Advisors, LLC$289M AUM | 0.83% | $2M | 29.6K | Q1 2026OLDER |
| Peak Asset Management, LLC$567M AUM | 0.83% | $5M | 58.1K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.82% | $10M | 123.4K | Q1 2026OLDER |
| Truepoint, Inc.$4.5B AUM | 0.82% | $37M | 455.5K | Q1 2026OLDER |
| Targeted Financial Services LLC$122M AUM | 0.81% | $991,133 | 12.3K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.81% | $14M | 179.5K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.80% | $4M | 55.4K | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.80% | $5M | 58.4K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.80% | $29M | 354.6K | Q1 2026OLDER |
| Equita Financial Network, Inc.$318M AUM | 0.79% | $3M | 31.3K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.78% | $11M | 135.6K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 0.78% | $5M | 67.1K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.77% | $62M | 767.6K | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 0.77% | $3M | 39.3K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 0.76% | $2M | 27.0K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.76% | $2M | 29.4K | Q1 2026OLDER |
| Harbor Group, Inc.$692M AUM | 0.75% | $5M | 64.6K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.75% | $8M | 78.4K | Q2 2026 |
| Kraft, Davis & Associates, LLC$479M AUM | 0.75% | $4M | 38.7K | Q2 2026 |
| Dogwood Wealth Management LLC$253M AUM | 0.75% | $2M | 19.6K | Q2 2026 |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.75% | $1M | 14.0K | Q1 2026OLDER |
| Vannoy Advisory Group, Inc.$158M AUM | 0.74% | $1M | 14.6K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.74% | $5M | 50.8K | Q2 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 0.74% | $16M | 203.5K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.73% | $10M | 125.1K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.72% | $964,865 | 12.0K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.72% | $6M | 61.9K | Q2 2026 |
| Stone Summit Wealth LLC$359M AUM | 0.71% | $3M | 31.6K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.70% | $61M | 756.0K | Q1 2026OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.70% | $1M | 15.4K | Q1 2026OLDER |
| Riverwater Partners LLC$300M AUM | 0.69% | $2M | 25.5K | Q1 2026OLDER |
| Armbruster Capital Management, Inc.$610M AUM | 0.67% | $4M | 51.0K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.67% | $41M | 512.9K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.67% | $1M | 14.9K | Q2 2026 |
| Fortress Wealth Management, Inc.$225M AUM | 0.67% | $1M | 19.9K | Q3 2025OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.66% | $1M | 13.2K | Q1 2026OLDER |
| Belleair Asset Management, LLC$110M AUM | 0.66% | $722,319 | 9.0K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.66% | $28M | 351.8K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.65% | $1M | 16.8K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.64% | $25M | 257.8K | Q2 2026 |
| Seed Wealth Management, Inc.$145M AUM | 0.64% | $933,116 | 11.6K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.64% | $9M | 103.3K | Q1 2026OLDER |
| Allodium Investment Consultants, LLC$209M AUM | 0.64% | $1M | 16.5K | Q1 2026OLDER |
| Slagle Financial, LLC$303M AUM | 0.63% | $2M | 23.5K | Q1 2026OLDER |
| Telos Capital Management, Inc.$1.0B AUM | 0.62% | $7M | 80.9K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 0.62% | $719,177 | 8.9K | Q1 2026OLDER |
| Seaside Wealth Management, Inc.$356M AUM | 0.62% | $2M | 27.4K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.62% | $6M | 69.1K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 0.60% | $935,051 | 11.6K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.60% | $3M | 31.2K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.60% | $9M | 106.1K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.60% | $1M | 13.6K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.60% | $5M | 58.3K | Q1 2026OLDER |
| Riverpoint Wealth Management Holdings, LLC$470M AUM | 0.59% | $3M | 34.2K | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.58% | $4M | 48.9K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.58% | $21M | 257.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.57% | $61M | 748.2K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 0.57% | $699,206 | 8.7K | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 0.57% | $2M | 18.8K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 0.57% | $6M | 77.7K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.56% | $3M | 41.3K | Q1 2026OLDER |
| Pacific Asset Management, LLC$179M AUM | 0.56% | $1M | 12.4K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.56% | $4M | 50.1K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.56% | $2M | 18.8K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 0.56% | $877,489 | 11.4K | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.55% | $85M | 1.06M | Q1 2026OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 0.55% | $970,909 | 12.0K | Q1 2026OLDER |
| PLANWISER FINANCIAL, LLC$138M AUM | 0.55% | $761,836 | 8.7K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.55% | $2M | 20.7K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.55% | $2M | 26.0K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 0.55% | $796,010 | 10.3K | Q4 2025OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 0.55% | $6M | 69.5K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.54% | $3M | 39.7K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 0.53% | $611,810 | 7.5K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.53% | $2M | 29.2K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.53% | $3M | 35.5K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.52% | $3M | 36.6K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.52% | $5M | 58.2K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.52% | $1M | 12.5K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.51% | $2M | 23.7K | Q4 2025OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.50% | $13M | 160.5K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.50% | $2M | 21.7K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.49% | $20M | 253.3K | Q1 2026OLDER |
| Friday Financial$373M AUM | 0.49% | $2M | 19.6K | Q2 2026 |
| Plancorp, LLC$3.5B AUM | 0.49% | $17M | 199.1K | Q1 2026OLDER |
| Cauble & Harre Wealth Management, Inc.$126M AUM | 0.48% | $604,814 | 6.5K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.48% | $3M | 37.0K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.48% | $8M | 85.0K | Q1 2026OLDER |
| Wealth Management Partners, LLC$350M AUM | 0.48% | $2M | 20.8K | Q1 2026OLDER |
| Eaton-Cambridge Inc.$320M AUM | 0.47% | $2M | 18.7K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.47% | $2M | 25.1K | Q1 2026OLDER |
| BAYSHORE ASSET MANAGEMENT, LLC$251M AUM | 0.47% | $1M | 14.5K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.45% | $3M | 33.5K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.45% | $8M | 95.8K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.44% | $44M | 542.8K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.44% | $477,356 | 5.9K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.44% | $734,694 | 9.1K | Q1 2026OLDER |
| CogentBlue Wealth Advisors, LLC$149M AUM | 0.43% | $645,929 | 8.0K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.43% | $798,951 | 9.9K | Q1 2026OLDER |
| Leading Edge Financial Planning LLC$475M AUM | 0.42% | $2M | 25.0K | Q1 2026OLDER |
| Ridgeline Wealth, LLC$171M AUM | 0.42% | $721,821 | 7.5K | Q2 2026 |
| Atlas Brown,Inc.$372M AUM | 0.41% | $2M | 15.9K | Q2 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.41% | $13M | 160.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.41% | $148M | 1.83M | Q1 2026OLDER |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 0.41% | $2M | 26.5K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.40% | $7M | 82.3K | Q1 2026OLDER |
| Thayer Financial, L.L.C.$110M AUM | 0.39% | $432,951 | 4.5K | Q2 2026 |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.39% | $671,149 | 8.3K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.39% | $4M | 48.8K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.39% | $24M | 303.3K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.38% | $745,365 | 9.3K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.38% | $272M | 3.37M | Q1 2026OLDER |
| Aureum Wealth Management, LLC$144M AUM | 0.38% | $546,896 | 6.8K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.38% | $2M | 21.4K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.38% | $5M | 56.5K | Q1 2026OLDER |
| North Ridge Wealth Advisors, Inc.$178M AUM | 0.38% | $672,481 | 8.3K | Q1 2026OLDER |
| Cadia Private Client LLC$123M AUM | 0.38% | $463,312 | 5.8K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.37% | $2M | 19.6K | Q1 2026OLDER |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC$171M AUM | 0.37% | $633,602 | 6.6K | Q2 2026 |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 0.37% | $379,360 | 4.4K | Q4 2025OLDER |
| DIXON FNANCIAL SERVICES, INC.$223M AUM | 0.36% | $798,359 | 9.9K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.35% | $1M | 12.7K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.35% | $652,532 | 8.1K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.35% | $4M | 41.8K | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.35% | $1.3B | 16.13M | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.34% | $40M | 490.6K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.33% | $26M | 321.8K | Q1 2026OLDER |
| Ruedi Wealth Management, Inc.$388M AUM | 0.33% | $1M | 15.8K | Q1 2026OLDER |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$112M AUM | 0.32% | $363,185 | 4.5K | Q1 2026OLDER |
| Philip James Wealth Mangement, LLC$870M AUM | 0.32% | $3M | 34.2K | Q1 2026OLDER |
| Lauterbach Financial Advisors, LLC$205M AUM | 0.32% | $645,365 | 8.0K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.31% | $4M | 45.2K | Q1 2026OLDER |
| Madrid Wealth Management, LLC$133M AUM | 0.30% | $403,774 | 5.0K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.30% | $70M | 862.9K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.30% | $4M | 49.8K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.29% | $3M | 37.5K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.29% | $2M | 19.1K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.29% | $694,438 | 8.6K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 0.29% | $992,342 | 12.3K | Q1 2026OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 0.28% | $1M | 16.5K | Q1 2026OLDER |
| Evelyn Partners Investment Management Services Ltd$850M AUM | 0.28% | $2M | 29.3K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.28% | $3M | 38.4K | Q1 2026OLDER |
| Vilga Financial Planning LLC$132M AUM | 0.27% | $362,416 | 3.8K | Q2 2026 |
| PAX Financial Group, LLC$586M AUM | 0.27% | $2M | 19.9K | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.27% | $947,863 | 11.8K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.26% | $538,355 | 6.7K | Q1 2026OLDER |
| GatePass Capital, LLC$214M AUM | 0.26% | $561,159 | 7.0K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.26% | $1M | 14.1K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.26% | $2M | 20.7K | Q1 2026OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 0.25% | $434,625 | 5.4K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.25% | $6M | 76.8K | Q2 2026 |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.25% | $927,904 | 11.5K | Q1 2026OLDER |
| Retirement Management Systems Inc.$415M AUM | 0.25% | $1M | 12.9K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.25% | $2M | 29.0K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.25% | $582,107 | 7.2K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.25% | $7M | 85.6K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.25% | $3M | 31.9K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.25% | $1M | 18.3K | Q1 2026OLDER |
| Sensible Money, LLC$329M AUM | 0.25% | $809,642 | 10.0K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.25% | $2M | 21.1K | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.25% | $399M | 4.96M | Q1 2026OLDER |
| Foundry Financial LLC$236M AUM | 0.24% | $576,946 | 7.2K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.24% | $1M | 18.5K | Q1 2026OLDER |
| Atlas Wealth LLC$334M AUM | 0.24% | $812,649 | 10.1K | Q1 2026OLDER |
| Kaufman Rossin Wealth, LLC$174M AUM | 0.24% | $419,983 | 5.2K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.24% | $708,453 | 8.8K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.24% | $1M | 10.4K | Q2 2026 |
| Vantus Wealth LLC$136M AUM | 0.24% | $323,484 | 4.2K | Q4 2025OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.24% | $794,116 | 9.9K | Q1 2026OLDER |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 0.24% | $455,035 | 5.6K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.24% | $2M | 20.8K | Q3 2025OLDER |
| Generations Wealth, LLC$103M AUM | 0.24% | $243,191 | 3.0K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.23% | $874,878 | 10.9K | Q1 2026OLDER |
| Haverford Financial Services, Inc.$336M AUM | 0.23% | $770,989 | 9.6K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.23% | $3M | 35.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.23% | $156M | 1.94M | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.23% | $894,843 | 11.1K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.22% | $18M | 217.9K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.22% | $13M | 165.6K | Q1 2026OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.21% | $1M | 12.7K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 0.21% | $664,302 | 8.2K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.21% | $3M | 37.1K | Q1 2026OLDER |
| RHL GROUP, LLC$117M AUM | 0.21% | $248,655 | 3.1K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.21% | $9M | 111.1K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.21% | $363,174 | 4.5K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 0.21% | $529,006 | 6.6K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.21% | $1M | 13.9K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.21% | $607,966 | 7.5K | Q1 2026OLDER |
| Vistica Wealth Advisors, LLC$100M AUM | 0.21% | $205,882 | 2.6K | Q1 2026OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 0.20% | $817,323 | 10.1K | Q1 2026OLDER |
| Alpha Financial Partners LLC$169M AUM | 0.20% | $343,102 | 4.3K | Q1 2026OLDER |
| Santori & Peters, Inc.$321M AUM | 0.20% | $650,164 | 8.1K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.20% | $893,390 | 11.1K | Q1 2026OLDER |
| RAM Investment Partners, LLC$569M AUM | 0.20% | $1M | 14.1K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.20% | $285,930 | 3.5K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.20% | $1M | 12.5K | Q2 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.19% | $37M | 453.6K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.19% | $425,591 | 5.3K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 0.19% | $236,336 | 2.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.19% | $40M | 499.4K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.19% | $426,449 | 5.3K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.19% | $254,556 | 2.6K | Q2 2026 |
| FLAGSTAR ADVISORS INC$276M AUM | 0.19% | $514,524 | 6.4K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.18% | $413,468 | 5.5K | Q3 2025OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.18% | $406,526 | 5.0K | Q1 2026OLDER |
| J. Derek Lewis & Associates Inc.$445M AUM | 0.18% | $803,862 | 10.0K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.18% | $2M | 23.9K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.18% | $385,033 | 4.8K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.