AMERICAN CENTY ETF TR
CUSIP 025072703
American Centy Etf Tr has 669 institutional holders in Filings Flow’s 13F database, together reporting 145.66M shares worth $12.1B as of Q1 2026. The largest reported holders are Ameriprise Financial Inc, American Century Companies Inc, and Corient Private Wealth LLC.
Institutional Holders
669
Q1 2026
Reported Value
$12.1B
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 |
|---|---|---|---|---|
| Rockwood Wealth Management, LLC$1.4B AUM | 18.27% | $255M | 3.01M | Q1 2026OLDER |
| Oak Root LLC$820M AUM | 14.76% | $121M | 1.43M | Q1 2026OLDER |
| Echo Wealth Management, LLC$174M AUM | 14.47% | $25M | 296.2K | Q1 2026OLDER |
| Oak Wealth Advisors LLC$182M AUM | 13.79% | $25M | 295.9K | Q1 2026OLDER |
| Yardley Wealth Management LLC$195M AUM | 13.26% | $26M | 304.9K | Q1 2026OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 12.98% | $92M | 1.09M | Q1 2026OLDER |
| CORRECT CAPITAL WEALTH MANAGEMENT$536M AUM | 12.64% | $68M | 798.2K | Q1 2026OLDER |
| ESL Trust Services, LLC$524M AUM | 12.12% | $63M | 748.1K | Q1 2026OLDER |
| ACT Advisors, LLC.$235M AUM | 11.27% | $27M | 312.4K | Q1 2026OLDER |
| JSF Financial, LLC$510M AUM | 11.17% | $57M | 671.7K | Q1 2026OLDER |
| Clarion Wealth Managment Partners, LLC$110M AUM | 11.06% | $12M | 143.9K | Q1 2026OLDER |
| SEARCY FINANCIAL SERVICES INC /ADV$270M AUM | 10.80% | $29M | 343.3K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 10.80% | $22M | 255.6K | Q1 2026OLDER |
| Financial Plan, Inc.$933M AUM | 10.79% | $101M | 1.19M | Q1 2026OLDER |
| Strategic Financial Planning, Inc.$171M AUM | 10.78% | $18M | 633.4K | Q1 2026OLDER |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 10.73% | $23M | 268.8K | Q1 2026OLDER |
| Pearl Planning LLC$187M AUM | 10.48% | $20M | 231.1K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 9.87% | $71M | 835.1K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 8.54% | $25M | 298.1K | Q1 2026OLDER |
| Broadway Wealth Solutions, Inc.$193M AUM | 8.44% | $16M | 192.4K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 8.21% | $14M | 170.2K | Q1 2026OLDER |
| McLean Asset Management Corp$572M AUM | 8.08% | $46M | 544.2K | Q1 2026OLDER |
| Trellis Wealth Advisors LLC$263M AUM | 8.01% | $21M | 248.0K | Q1 2026OLDER |
| Highland Financial Advisors, LLC$455M AUM | 7.95% | $36M | 405.1K | Q2 2026 |
| Freedom Financial Partners LLC$281M AUM | 7.84% | $22M | 259.4K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 7.81% | $23M | 267.9K | Q1 2026OLDER |
| IAM Advisory, LLC$446M AUM | 7.58% | $34M | 398.7K | Q1 2026OLDER |
| Family Investment Center, Inc.$520M AUM | 7.45% | $39M | 456.4K | Q1 2026OLDER |
| Trace Wealth Advisors, LLC$133M AUM | 7.36% | $10M | 115.7K | Q1 2026OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 7.33% | $11M | 434.7K | Q1 2026OLDER |
| Axiom Financial Strategies, LLC$284M AUM | 7.23% | $21M | 242.0K | Q1 2026OLDER |
| Legacy Financial Strategies, LLC$554M AUM | 7.20% | $40M | 470.1K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 7.19% | $15M | 178.9K | Q1 2026OLDER |
| Henderson Brothers Financial Partners, LLC$395M AUM | 7.04% | $28M | 327.5K | Q1 2026OLDER |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 7.03% | $26M | 285.0K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 6.95% | $17M | 196.3K | Q1 2026OLDER |
| HTG Investment Advisors, Inc.$352M AUM | 6.89% | $24M | 285.7K | Q1 2026OLDER |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 6.51% | $16M | 174.5K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 6.50% | $79M | 932.7K | Q1 2026OLDER |
| Summit Portfolio Management, LTD.$155M AUM | 6.46% | $10M | 118.4K | Q1 2026OLDER |
| BWM Planning, LLC$379M AUM | 6.37% | $24M | 284.6K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 6.35% | $52M | 613.3K | Q1 2026OLDER |
| Bauman Advisory Group, LLC$143M AUM | 6.31% | $9M | 106.2K | Q1 2026OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 6.22% | $22M | 262.7K | Q1 2026OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 6.15% | $7M | 81.2K | Q1 2026OLDER |
| Equity Wealth Partners, LLC$155M AUM | 6.15% | $10M | 112.1K | Q1 2026OLDER |
| BCWM, LLC$353M AUM | 5.98% | $21M | 248.8K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 5.94% | $289M | 3.41M | Q1 2026OLDER |
| Clark Wealth Partners$149M AUM | 5.83% | $9M | 102.4K | Q1 2026OLDER |
| JRM Investment Counsel, LLC$375M AUM | 5.79% | $22M | 256.3K | Q1 2026OLDER |
| Western Reserve Capital Management, LLC$122M AUM | 5.78% | $7M | 83.0K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 5.73% | $29M | 326.6K | Q2 2026 |
| Perkins Coie Trust Co$603M AUM | 5.66% | $34M | 382.8K | Q2 2026 |
| LANE BROTHERS & CO INC$137M AUM | 5.60% | $8M | 90.6K | Q1 2026OLDER |
| Advance Capital Management, Inc.$2.6B AUM | 5.57% | $147M | 1.73M | Q1 2026OLDER |
| AGH Wealth Advisors, LLC$136M AUM | 5.57% | $8M | 89.1K | Q1 2026OLDER |
| marrick wealth, LLC$119M AUM | 5.44% | $6M | 76.2K | Q1 2026OLDER |
| E-Wealth Partners, LLC$124M AUM | 5.37% | $7M | 78.3K | Q2 2026 |
| Midwestern Financial, LLC /IA$127M AUM | 5.30% | $7M | 79.5K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 5.21% | $166M | 1.96M | Q1 2026OLDER |
| Nicholson Meyer Capital Management, Inc.$130M AUM | 5.20% | $7M | 79.9K | Q1 2026OLDER |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 5.03% | $21M | 231.3K | Q2 2026 |
| JNBA Financial Advisors$1.2B AUM | 5.00% | $60M | 708.2K | Q1 2026OLDER |
| Madrid Wealth Management, LLC$133M AUM | 4.97% | $7M | 77.6K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 4.86% | $14M | 167.5K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 4.83% | $16M | 180.6K | Q2 2026 |
| Petros Family Wealth, LLC$140M AUM | 4.74% | $7M | 78.4K | Q1 2026OLDER |
| Financial Symmetry Inc$281M AUM | 4.71% | $13M | 147.8K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 4.70% | $16M | 185.7K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 4.70% | $52M | 587.8K | Q2 2026 |
| KilterHowling LLC$198M AUM | 4.69% | $9M | 109.7K | Q1 2026OLDER |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$350M AUM | 4.64% | $16M | 191.0K | Q1 2026OLDER |
| BLVD Private Wealth, LLC$115M AUM | 4.59% | $5M | 62.2K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 4.57% | $12M | 132.4K | Q2 2026 |
| CGN Advisors LLC$1.4B AUM | 4.53% | $62M | 695.0K | Q2 2026 |
| Holcombe Financial, Inc.$170M AUM | 4.32% | $7M | 86.6K | Q1 2026OLDER |
| Mason & Associates Inc$516M AUM | 4.32% | $22M | 271.2K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 4.31% | $30M | 354.4K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 4.30% | $9M | 108.7K | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 4.23% | $28M | 330.7K | Q1 2026OLDER |
| Wheels Up Wealth, Inc.$106M AUM | 4.19% | $4M | 52.6K | Q1 2026OLDER |
| McCartney Wealth Management LLC$119M AUM | 4.17% | $5M | 58.3K | Q1 2026OLDER |
| Pacific Life Fund Advisors LLC$871M AUM | 4.11% | $36M | 421.7K | Q1 2026OLDER |
| Quantum Financial Advisors, LLC$1.0B AUM | 4.09% | $41M | 463.3K | Q2 2026 |
| Tarbox Family Office, Inc.$616M AUM | 4.08% | $25M | 295.8K | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 4.02% | $85M | 1.01M | Q1 2026OLDER |
| Capital Planning Advisors, LLC$692M AUM | 3.87% | $27M | 315.5K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 3.84% | $36M | 429.7K | Q1 2026OLDER |
| Physician Wealth Solutions Inc.$242M AUM | 3.81% | $9M | 108.4K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 3.79% | $32M | 356.7K | Q2 2026 |
| Integrity Investment Advisors, LLC$184M AUM | 3.75% | $7M | 81.4K | Q1 2026OLDER |
| VERUS WEALTH MANAGEMENT, LLC$108M AUM | 3.73% | $4M | 47.4K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 3.67% | $69M | 771.5K | Q2 2026 |
| Capstone Wealth Management, Inc.$118M AUM | 3.64% | $4M | 49.9K | Q1 2026OLDER |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 3.62% | $21M | 248.2K | Q1 2026OLDER |
| Merited Wealth, LLC$121M AUM | 3.43% | $4M | 48.8K | Q1 2026OLDER |
| FSA Investment Group, LLC$248M AUM | 3.41% | $8M | 99.7K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 3.37% | $25M | 305.9K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 3.27% | $7M | 86.9K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 3.23% | $8M | 88.8K | Q1 2026OLDER |
| B&D White Capital Company, LLC$809M AUM | 3.23% | $26M | 307.6K | Q1 2026OLDER |
| REDW Wealth LLC$251M AUM | 3.17% | $8M | 93.7K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 3.11% | $55M | 647.8K | Q1 2026OLDER |
| Prospect Financial Group LLC$108M AUM | 3.06% | $3M | 39.0K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 3.01% | $11M | 126.0K | Q2 2026 |
| Bridgewater Advisors Inc.$1.7B AUM | 3.00% | $50M | 551.6K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 2.97% | $9M | 109.1K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 2.94% | $86M | 1.02M | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 2.94% | $31M | 363.1K | Q1 2026OLDER |
| Cannon Financial Strategists, Inc.$761M AUM | 2.92% | $22M | 262.2K | Q1 2026OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 2.92% | $9M | 106.2K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 2.90% | $12M | 141.5K | Q1 2026OLDER |
| Cauble & Harre Wealth Management, Inc.$126M AUM | 2.87% | $4M | 39.6K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 2.84% | $5M | 54.8K | Q2 2026 |
| Lakeridge Wealth Management LLC$233M AUM | 2.84% | $7M | 77.9K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 2.78% | $6M | 73.0K | Q1 2026OLDER |
| FMB WEALTH MANAGEMENT$242M AUM | 2.68% | $6M | 76.4K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 2.64% | $4M | 44.0K | Q1 2026OLDER |
| Burton Enright Welch$736M AUM | 2.59% | $19M | 224.2K | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 2.56% | $15M | 177.7K | Q1 2026OLDER |
| Mason & Associates, LLC$437M AUM | 2.56% | $11M | 131.6K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 2.55% | $9M | 110.8K | Q1 2026OLDER |
| Mendota Financial Group, LLC$161M AUM | 2.54% | $4M | 45.9K | Q2 2026 |
| Approach Retirement Advisors, LLC$120M AUM | 2.52% | $3M | 35.7K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 2.51% | $23M | 269.9K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS LLC$397M AUM | 2.50% | $10M | 111.5K | Q2 2026 |
| Annex Advisory Services, LLC$5.3B AUM | 2.47% | $132M | 1.56M | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 2.42% | $22M | 255.7K | Q1 2026OLDER |
| Arcadia Wealth Management, Inc.$185M AUM | 2.42% | $4M | 52.7K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 2.42% | $7M | 82.8K | Q1 2026OLDER |
| Core Wealth Advisors, Inc.$419M AUM | 2.40% | $10M | 118.8K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 2.40% | $3M | 9.1K | Q3 2025OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 2.39% | $7M | 86.3K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 2.35% | $6M | 73.0K | Q1 2026OLDER |
| HORAN Wealth, LLC$1.1B AUM | 2.33% | $25M | 289.6K | Q1 2026OLDER |
| Divergent Planning, LLC$392M AUM | 2.33% | $9M | 109.7K | Q4 2025OLDER |
| Activest Wealth Management$569M AUM | 2.27% | $13M | 152.0K | Q1 2026OLDER |
| Payne Capital LLC$109M AUM | 2.22% | $2M | 28.4K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 2.20% | $77M | 864.6K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 2.20% | $9M | 102.4K | Q1 2026OLDER |
| Watchman Group, Inc.$413M AUM | 2.20% | $9M | 107.0K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 2.19% | $27M | 322.2K | Q1 2026OLDER |
| Trailhead Planners LLC$104M AUM | 2.16% | $2M | 26.5K | Q1 2026OLDER |
| Advisory Resource Group$581M AUM | 2.14% | $12M | 146.8K | Q1 2026OLDER |
| ShankerValleau Wealth Advisors, Inc.$380M AUM | 2.12% | $8M | 90.3K | Q2 2026 |
| Disciplina Capital Management LLC$944M AUM | 2.09% | $20M | 232.8K | Q1 2026OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 2.09% | $247M | 2.91M | Q1 2026OLDER |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 2.03% | $2M | 28.1K | Q1 2026OLDER |
| BAYSHORE ASSET MANAGEMENT, LLC$251M AUM | 1.97% | $5M | 58.2K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 1.95% | $15M | 181.7K | Q1 2026OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 1.94% | $7M | 82.4K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 1.92% | $11M | 125.3K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 1.85% | $5M | 61.3K | Q1 2026OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 1.83% | $14M | 162.8K | Q1 2026OLDER |
| Family Office Research LLC$230M AUM | 1.82% | $4M | 49.5K | Q1 2026OLDER |
| Thayer Financial, L.L.C.$110M AUM | 1.81% | $2M | 22.3K | Q2 2026 |
| Gradient Investments LLC$7.2B AUM | 1.78% | $129M | 1.45M | Q2 2026 |
| ABLE Financial Group, LLC$511M AUM | 1.77% | $9M | 106.4K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 1.76% | $9M | 111.1K | Q1 2026OLDER |
| Paul R. Ried Financial Group, LLC$229M AUM | 1.75% | $4M | 44.9K | Q2 2026 |
| Accordant Advisory Group Inc$161M AUM | 1.74% | $3M | 33.1K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 1.74% | $30M | 352.2K | Q1 2026OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 1.73% | $3M | 35.0K | Q1 2026OLDER |
| TANDEMGROWTH FINANCIAL ADVISORS LLC$106M AUM | 1.72% | $2M | 21.6K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 1.72% | $26M | 292.8K | Q2 2026 |
| Marietta Wealth Management, LLC$841M AUM | 1.66% | $14M | 164.7K | Q1 2026OLDER |
| Legacy Wealth Management, LLC / MS$390M AUM | 1.64% | $6M | 71.8K | Q2 2026 |
| Cornerstone Wealth Partners, LLC$176M AUM | 1.62% | $3M | 33.7K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 1.59% | $5M | 58.4K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 1.56% | $10M | 122.4K | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 1.50% | $4M | 43.5K | Q1 2026OLDER |
| Meredith Wealth Planning$369M AUM | 1.49% | $6M | 64.9K | Q1 2026OLDER |
| QUARRY HILL ADVISORS, LLC$243M AUM | 1.45% | $4M | 38.6K | Q1 2026OLDER |
| Life Planning Partners, Inc$131M AUM | 1.44% | $2M | 22.3K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 1.43% | $3M | 29.8K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 1.42% | $5M | 60.4K | Q1 2026OLDER |
| Cetera Trust Company, N.A$177M AUM | 1.41% | $2M | 29.4K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 1.41% | $78M | 925.2K | Q2 2026 |
| Integrity Wealth Solutions LLC$255M AUM | 1.40% | $4M | 41.9K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 1.39% | $2M | 21.1K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 1.38% | $15M | 180.3K | Q1 2026OLDER |
| Sterneck Capital Management, LLC$223M AUM | 1.38% | $3M | 36.3K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 1.38% | $58M | 681.3K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 1.35% | $15M | 179.7K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 1.35% | $5M | 58.6K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 1.33% | $38M | 452.3K | Q1 2026OLDER |
| Hill Investment Group Partners, LLC$906M AUM | 1.28% | $12M | 136.5K | Q1 2026OLDER |
| Seed Wealth Management, Inc.$145M AUM | 1.28% | $2M | 21.9K | Q1 2026OLDER |
| Plum Street Advisors, LLC$289M AUM | 1.27% | $4M | 43.3K | Q1 2026OLDER |
| Great Point Wealth Advisors, LLC$542M AUM | 1.27% | $7M | 80.9K | Q1 2026OLDER |
| Haven Private, LLC$230M AUM | 1.22% | $3M | 33.1K | Q1 2026OLDER |
| Tandem Investment Partners LLC$118M AUM | 1.21% | $1M | 16.8K | Q1 2026OLDER |
| Avant Financial Advisors LLC$161M AUM | 1.20% | $2M | 21.7K | Q2 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 1.19% | $70M | 809.0K | Q1 2026OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 1.16% | $5M | 54.8K | Q1 2026OLDER |
| Pacific Asset Management, LLC$179M AUM | 1.13% | $2M | 23.8K | Q1 2026OLDER |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 1.11% | $1M | 16.6K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 1.10% | $6M | 70.6K | Q1 2026OLDER |
| Flagstone Financial Management$403M AUM | 1.08% | $4M | 51.5K | Q1 2026OLDER |
| Brown Financial Advisory$202M AUM | 1.08% | $2M | 25.6K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 1.08% | $2M | 25.9K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 1.07% | $2M | 27.7K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 1.05% | $1M | 14.8K | Q1 2026OLDER |
| North Ridge Wealth Advisors, Inc.$178M AUM | 1.05% | $2M | 22.1K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 1.05% | $2M | 22.6K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 1.05% | $74M | 828.6K | Q2 2026 |
| Cogent Private Wealth, Inc.$139M AUM | 1.04% | $1M | 17.0K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 1.03% | $23M | 275.2K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.99% | $3M | 37.4K | Q1 2026OLDER |
| ATX Financial Planning, LLC$132M AUM | 0.94% | $1M | 14.7K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.93% | $29M | 321.6K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.93% | $15M | 176.7K | Q2 2026 |
| Coquina Private Wealth LLC$124M AUM | 0.93% | $1M | 13.6K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.91% | $141M | 1.66M | Q1 2026OLDER |
| Cypress Point Wealth Management, LLC$464M AUM | 0.90% | $4M | 49.4K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.88% | $5M | 59.8K | Q4 2025OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.88% | $3M | 31.3K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.87% | $4M | 46.4K | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.84% | $3M | 30.3K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 0.84% | $13M | 147.7K | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.84% | $5M | 57.7K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.81% | $398M | 4.68M | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.81% | $29M | 339.1K | Q1 2026OLDER |
| Nova R Wealth, Inc.$313M AUM | 0.79% | $2M | 29.2K | Q1 2026OLDER |
| Aspen Capital Management, LLC$404M AUM | 0.78% | $3M | 37.3K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.77% | $3M | 31.6K | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.76% | $18M | 217.9K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.75% | $3M | 36.8K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.74% | $30M | 349.9K | Q1 2026OLDER |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 0.73% | $1M | 16.6K | Q1 2026OLDER |
| Frankly Finances, LLC$110M AUM | 0.73% | $805,980 | 9.5K | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.72% | $14M | 160.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.72% | $24M | 277.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.71% | $46M | 543.5K | Q1 2026OLDER |
| Heirloom Wealth Management$555M AUM | 0.70% | $4M | 46.0K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 0.70% | $859,514 | 10.1K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 0.70% | $3M | 32.2K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.70% | $18M | 210.3K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.69% | $5M | 64.7K | Q1 2026OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 0.68% | $3M | 30.7K | Q1 2026OLDER |
| Armbruster Capital Management, Inc.$610M AUM | 0.68% | $4M | 49.0K | Q1 2026OLDER |
| True North Advisors, LLC$877M AUM | 0.68% | $6M | 69.9K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.67% | $1M | 19.0K | Q3 2025OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.64% | $18M | 215.1K | Q1 2026OLDER |
| JM2 Capital Inc.$121M AUM | 0.61% | $741,303 | 8.7K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.61% | $424M | 5.00M | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.60% | $2M | 27.9K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.60% | $5M | 57.9K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.60% | $3M | 35.9K | Q1 2026OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.59% | $3M | 33.4K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 0.58% | $3M | 37.5K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.57% | $2M | 25.5K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.56% | $1M | 13.6K | Q2 2026 |
| NOVEM GROUP$873M AUM | 0.56% | $5M | 59.2K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.55% | $73M | 864.5K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.55% | $2M | 19.0K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 0.55% | $6M | 71.9K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.52% | $18M | 203.8K | Q2 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.51% | $42M | 489.9K | Q1 2026OLDER |
| Eaton-Cambridge Inc.$320M AUM | 0.51% | $2M | 19.3K | Q1 2026OLDER |
| Austin Asset Management Co Inc$608M AUM | 0.51% | $3M | 36.7K | Q1 2026OLDER |
| Aurelius Family Office LLC$230M AUM | 0.50% | $1M | 13.6K | Q1 2026OLDER |
| Allodium Investment Consultants, LLC$209M AUM | 0.50% | $1M | 12.2K | Q1 2026OLDER |
| Ridgeline Wealth, LLC$171M AUM | 0.49% | $832,083 | 9.3K | Q2 2026 |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 0.49% | $5M | 58.7K | Q1 2026OLDER |
| Bank of Marin$137M AUM | 0.48% | $656,491 | 7.7K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.47% | $2M | 25.6K | Q2 2026 |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.46% | $4M | 50.3K | Q1 2026OLDER |
| GEM Asset Management, LLC$227M AUM | 0.46% | $1M | 12.2K | Q1 2026OLDER |
| Vistica Wealth Advisors, LLC$100M AUM | 0.45% | $456,524 | 5.4K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.45% | $2M | 26.8K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.45% | $2M | 23.4K | Q1 2026OLDER |
| Financial Futures Ltd Liability Co.$228M AUM | 0.44% | $1M | 11.9K | Q1 2026OLDER |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC$171M AUM | 0.44% | $754,137 | 8.5K | Q2 2026 |
| Tillman Hartley LLC$398M AUM | 0.44% | $2M | 20.6K | Q1 2026OLDER |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 0.44% | $449,560 | 5.0K | Q4 2025OLDER |
| Factor Wealth Management LTD$661M AUM | 0.43% | $3M | 32.0K | Q2 2026 |
| Grove Bank & Trust$1.0B AUM | 0.43% | $4M | 48.5K | Q2 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.42% | $5M | 55.7K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.42% | $79M | 934.4K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.42% | $21M | 250.4K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.41% | $839,789 | 9.9K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.41% | $7M | 78.8K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 0.40% | $955,638 | 11.3K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.40% | $11M | 131.6K | Q1 2026OLDER |
| New Dimensions Wealth Management, LLC$118M AUM | 0.40% | $470,645 | 5.5K | Q1 2026OLDER |
| RAM Investment Partners, LLC$569M AUM | 0.39% | $2M | 26.5K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.38% | $32M | 377.6K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.38% | $534,796 | 6.0K | Q2 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.38% | $3M | 34.8K | Q1 2026OLDER |
| MN Wealth Advisors, LLC$206M AUM | 0.38% | $778,505 | 9.2K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.38% | $830,349 | 9.8K | Q1 2026OLDER |
| EnRich Financial Partners LLC$377M AUM | 0.37% | $1M | 16.5K | Q1 2026OLDER |
| Camarda Financial Advisors, LLC$190M AUM | 0.37% | $699,845 | 8.2K | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 0.37% | $2M | 22.7K | Q1 2026OLDER |
| BFI Wealth Solutions, LLC$104M AUM | 0.36% | $376,510 | 4.3K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.36% | $31M | 366.3K | Q1 2026OLDER |
| MOR Wealth Management, LLC$218M AUM | 0.36% | $782,394 | 9.2K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.36% | $3M | 33.2K | Q1 2026OLDER |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.35% | $1M | 13.7K | Q4 2025OLDER |
| Abacus Planning Group, Inc.$743M AUM | 0.34% | $3M | 30.0K | Q1 2026OLDER |
| ANDERSON HOAGLAND & CO$1.3B AUM | 0.34% | $4M | 48.9K | Q2 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 0.34% | $4M | 42.5K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.34% | $7M | 80.4K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.34% | $507,505 | 6.0K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.34% | $4M | 42.7K | Q1 2026OLDER |
| TFO Wealth Partners, LLC$735M AUM | 0.33% | $2M | 28.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.33% | $68M | 794.0K | Q1 2026OLDER |
| Prime Buchholz LLC$191M AUM | 0.33% | $637,194 | 7.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.33% | $3M | 35.6K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.33% | $2M | 27.5K | Q3 2025OLDER |
| Global Trust Wealth Management LLC$132M AUM | 0.32% | $428,527 | 5.1K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.32% | $1M | 12.7K | Q2 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.32% | $32M | 372.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.32% | $120M | 1.42M | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.31% | $5M | 63.8K | Q1 2026OLDER |
| Atala Financial Inc$149M AUM | 0.30% | $452,621 | 5.2K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 0.30% | $1M | 16.9K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.30% | $61M | 720.5K | Q1 2026OLDER |
| Caerus Investment Advisors, LLC$240M AUM | 0.29% | $704,172 | 8.3K | Q2 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.29% | $4M | 41.8K | Q1 2026OLDER |
| Leading Edge Financial Planning LLC$475M AUM | 0.29% | $1M | 16.4K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.29% | $4M | 44.1K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.29% | $18M | 209.0K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.28% | $3M | 31.6K | Q1 2026OLDER |
| Berman McAleer LLC$733M AUM | 0.27% | $2M | 23.5K | Q1 2026OLDER |
| Bridgewealth Advisory Group, LLC$482M AUM | 0.27% | $1M | 15.4K | Q1 2026OLDER |
| Directional Asset Management$109M AUM | 0.27% | $296,001 | 3.5K | Q1 2026OLDER |
| COOPER/HAIMS ADVISORS, LLC$212M AUM | 0.27% | $574,295 | 6.8K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.26% | $734,794 | 8.7K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.26% | $6M | 75.7K | Q2 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.26% | $27M | 312.5K | Q1 2026OLDER |
| Mallini Complete Financial Planning LLC$140M AUM | 0.26% | $359,743 | 4.0K | Q2 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC$167M AUM | 0.25% | $424,539 | 5.0K | Q1 2026OLDER |
| Symmetry Partners, LLC$1.8B AUM | 0.25% | $4M | 52.2K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 0.25% | $4M | 43.6K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 0.25% | $760,276 | 9.0K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.25% | $940,607 | 11.1K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.25% | $57M | 677.1K | Q1 2026OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.25% | $3M | 37.3K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.24% | $8M | 91.8K | Q2 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.24% | $8M | 88.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.24% | $223M | 2.63M | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 0.23% | $569,324 | 6.7K | Q1 2026OLDER |
| Fort Vancouver Investment Management, LLC$197M AUM | 0.23% | $456,440 | 5.4K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.23% | $18M | 210.4K | Q1 2026OLDER |
| Gambit Capital Management, LLC$145M AUM | 0.23% | $329,603 | 3.9K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.23% | $626,119 | 7.4K | Q1 2026OLDER |
| Intelligent Financial Strategies$192M AUM | 0.22% | $431,814 | 5.1K | Q1 2026OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 0.22% | $563,936 | 6.3K | Q2 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.22% | $427M | 5.03M | Q1 2026OLDER |
| Oceanside Advisors LLC$175M AUM | 0.22% | $382,415 | 4.5K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.21% | $2M | 17.7K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.21% | $3M | 37.8K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.20% | $6M | 70.9K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.20% | $6M | 64.8K | Q1 2026OLDER |
| PALO ALTO WEALTH ADVISORS, LLC$343M AUM | 0.20% | $683,785 | 8.5K | Q3 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.20% | $16M | 187.5K | Q1 2026OLDER |
| Copley Financial Group, Inc.$166M AUM | 0.20% | $326,379 | 3.8K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.20% | $601,349 | 7.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.19% | $50M | 595.1K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.19% | $17M | 197.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.18% | $300M | 3.54M | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.18% | $1M | 16.7K | Q2 2026 |
| Proactive Wealth Strategies LLC$532M AUM | 0.18% | $939,312 | 11.1K | Q1 2026OLDER |
| Sanchez Levi Garrett$159M AUM | 0.18% | $279,563 | 3.3K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.18% | $10M | 113.8K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.17% | $8M | 87.6K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.17% | $201,325 | 2.3K | Q2 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.17% | $2M | 27.2K | Q2 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.17% | $92M | 1.09M | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.16% | $2M | 28.2K | Q1 2026OLDER |
| Prosperitas Financial LLC$268M AUM | 0.16% | $432,345 | 5.1K | Q1 2026OLDER |
| Split Rock Private Trading & Wealth Management, LLC$129M AUM | 0.16% | $207,478 | 2.4K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.16% | $1M | 15.6K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.16% | $568,831 | 6.9K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.16% | $2M | 20.9K | Q1 2026OLDER |
| SRH ADVISORS, LLC$349M AUM | 0.16% | $546,709 | 6.4K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.15% | $203,022 | 2.4K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.15% | $14M | 167.3K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 0.15% | $256,302 | 3.0K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.15% | $674,571 | 8.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.15% | $263M | 3.10M | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.15% | $3M | 40.7K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.15% | $297,958 | 3.5K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.15% | $1M | 14.7K | Q1 2026OLDER |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.15% | $208,452 | 2.5K | Q1 2026OLDER |
| Exeter Financial, LLC$245M AUM | 0.15% | $362,343 | 4.3K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.15% | $2M | 21.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.15% | $637M | 7.50M | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.15% | $1,627 | 19.8K | Q4 2025OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.14% | $204,801 | 2.4K | Q1 2026OLDER |
| Alpha Financial Advisors, LLC$326M AUM | 0.14% | $451,518 | 5.3K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.14% | $2M | 28.3K | Q1 2026OLDER |
| MAINSAIL ASSET MANAGEMENT, LLC$223M AUM | 0.13% | $297,387 | 3.5K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.13% | $1M | 17.7K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.13% | $12M | 138.8K | Q1 2026OLDER |
| Lauterbach Financial Advisors, LLC$205M AUM | 0.13% | $266,398 | 3.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.13% | $28M | 324.4K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.13% | $6M | 65.1K | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.13% | $143,973 | 1.7K | Q1 2026OLDER |
| Lunt Capital Management, Inc.$260M AUM | 0.13% | $331,724 | 3.9K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.13% | $114M | 1.29M | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.12% | $5M | 58.1K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.12% | $180,030 | 2.1K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.12% | $790,027 | 8.9K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.12% | $2M | 27.4K | Q2 2026 |
| Stonehearth Capital Management, LLC$293M AUM | 0.12% | $349,129 | 3.9K | Q2 2026 |
| RW Investment Management LLC$1.0B AUM | 0.12% | $1M | 14.3K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.11% | $2M | 28.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.11% | $417M | 4.92M | Q1 2026OLDER |
| Ruedi Wealth Management, Inc.$388M AUM | 0.11% | $429,625 | 5.1K | Q1 2026OLDER |
| Stonebrook Private Inc.$470M AUM | 0.11% | $515,415 | 6.1K | Q1 2026OLDER |
| KFA Private Wealth Group, LLC$417M AUM | 0.11% | $453,979 | 5.4K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.11% | $2M | 19.2K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.11% | $236,873 | 2.8K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.11% | $464,561 | 5.5K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.11% | $2M | 23.5K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.11% | $1M | 14.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.10% | $11M | 129.0K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.10% | $73M | 857.5K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.10% | $156,161 | 1.9K | Q4 2025OLDER |
| Landing Point Financial Group, LLC$206M AUM | 0.10% | $205,228 | 2.4K | Q1 2026OLDER |
| KKM Financial LLC$563M AUM | 0.10% | $548,739 | 6.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.10% | $362M | 4.27M | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.10% | $178,285 | 2.1K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.09% | $1M | 15.2K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.09% | $4M | 47.6K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.09% | $3M | 34.7K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.09% | $5M | 64.1K | Q4 2025OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.09% | $1M | 17.1K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.09% | $726,196 | 9.2K | Q3 2025OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.09% | $388,618 | 4.6K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.09% | $286,335 | 3.4K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.09% | $980,555 | 10.8K | Q2 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.09% | $3M | 39.2K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 0.09% | $327,594 | 3.7K | Q2 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.09% | $8M | 96.0K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.09% | $62M | 729.4K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.09% | $110,539 | 1.4K | Q3 2025OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.08% | $87,809 | 1.0K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.08% | $15M | 177.1K | Q1 2026OLDER |
| Thrive Wealth Management, LLC$787M AUM | 0.08% | $657,315 | 7.4K | Q2 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.08% | $112,922 | 1.3K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.08% | $8M | 89.5K | Q1 2026OLDER |
| Redwood Park Advisors LLC$150M AUM | 0.08% | $120,580 | 1.4K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.08% | $768,691 | 8.6K | Q2 2026 |
| Cambridge Financial Group, LLC$295M AUM | 0.08% | $231,386 | 2.7K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.08% | $2M | 27.0K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.07% | $10M | 115.5K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.07% | $830,584 | 9.8K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.07% | $1M | 16.1K | Q1 2026OLDER |
| Austin Wealth Management, LLC$440M AUM | 0.07% | $321,893 | 3.7K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.07% | $280,055 | 3.3K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.07% | $472,077 | 5.6K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 0.07% | $5M | 53.6K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.07% | $1M | 12.4K | Q4 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.07% | $4M | 43.6K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.07% | $2M | 21.9K | Q3 2025OLDER |
| Parkshore Wealth Management, Inc.$299M AUM | 0.07% | $210,231 | 2.5K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.07% | $17M | 201.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.07% | $5M | 59.9K | Q1 2026OLDER |
| Rinkey Investments$391M AUM | 0.07% | $258,847 | 3.1K | Q1 2026OLDER |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 0.07% | $342,329 | 4.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.07% | $37M | 435.7K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.07% | $2M | 21.9K | Q1 2026OLDER |
| Paragon Advisors, LLC$371M AUM | 0.07% | $239,578 | 2.9K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.06% | $18M | 211.2K | Q2 2026 |
| Santori & Peters, Inc.$321M AUM | 0.06% | $200,562 | 2.4K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.06% | $843,624 | 9.9K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.06% | $144,822 | 1.7K | Q1 2026OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.06% | $349,965 | 4.1K | Q1 2026OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.06% | $449,999 | 5.3K | Q1 2026OLDER |
| L & S Advisors Inc$795M AUM | 0.06% | $462,463 | 5.5K | Q1 2026OLDER |
| FFT WEALTH MANAGEMENT LLC$552M AUM | 0.06% | $309,878 | 3.7K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.05% | $375,423 | 4.4K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.05% | $11M | 129.8K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.05% | $205,313 | 2.4K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.05% | $1M | 13.9K | Q3 2025OLDER |
| Accel Wealth Management$383M AUM | 0.05% | $202,174 | 2.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.05% | $3M | 36.0K | Q4 2025OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.05% | $132,016 | 1.5K | Q2 2026 |
| Cornerstone Capital, Inc.$1.0B AUM | 0.05% | $521,427 | 6.1K | Q1 2026OLDER |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 0.05% | $11M | 129.6K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.05% | $2M | 18.6K | Q4 2025OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 0.05% | $241,355 | 3.1K | Q3 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.05% | $2M | 19.2K | Q1 2026OLDER |
| Parkwoods Wealth Partners, LLC$408M AUM | 0.05% | $201,233 | 2.4K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.05% | $33M | 392.4K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.05% | $1M | 13.0K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.05% | $1M | 12.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.05% | $17M | 206.1K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.05% | $237,644 | 2.9K | Q4 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.05% | $3M | 30.1K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.05% | $329,264 | 3.9K | Q1 2026OLDER |
| VISTA CAPITAL PARTNERS, INC.$994M AUM | 0.05% | $460,481 | 5.4K | Q1 2026OLDER |
| Smith & Howard Wealth Management, LLC$462M AUM | 0.05% | $208,282 | 2.5K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.04% | $320,488 | 3.5K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.04% | $1M | 12.5K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.04% | $8M | 91.3K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.