AMERICAN CENTY ETF TR
CUSIP 025072885
American Centy Etf Tr has 552 institutional holders in Filings Flow’s 13F database, together reporting 84.03M shares worth $9.1B as of Q1 2026. The largest reported holders are Hb Wealth Management, LLC, American Century Companies Inc, and Oak Root LLC.
Institutional Holders
552
Q1 2026
Reported Value
$9.1B
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 |
|---|---|---|---|---|
| Oak Root LLC$820M AUM | 39.40% | $323M | 2.91M | Q1 2026OLDER |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 36.87% | $57M | 516.5K | Q1 2026OLDER |
| TANDEMGROWTH FINANCIAL ADVISORS LLC$106M AUM | 25.22% | $27M | 240.8K | Q1 2026OLDER |
| Great Point Wealth Advisors, LLC$542M AUM | 23.50% | $127M | 1.14M | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 23.26% | $56M | 501.5K | Q1 2026OLDER |
| Arcadia Wealth Management, Inc.$185M AUM | 21.62% | $40M | 359.3K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 21.06% | $37M | 333.3K | Q1 2026OLDER |
| Financial Plan, Inc.$933M AUM | 16.61% | $155M | 1.39M | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 16.36% | $35M | 310.5K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 16.26% | $48M | 433.1K | Q1 2026OLDER |
| McLean Asset Management Corp$572M AUM | 14.42% | $82M | 741.5K | Q1 2026OLDER |
| Oak Wealth Advisors LLC$182M AUM | 13.65% | $25M | 223.5K | Q1 2026OLDER |
| Trace Wealth Advisors, LLC$133M AUM | 13.13% | $18M | 157.6K | Q1 2026OLDER |
| McCartney Wealth Management LLC$119M AUM | 12.46% | $15M | 133.1K | Q1 2026OLDER |
| CONTINUUM WEALTH ADVISORS, LLC$241M AUM | 12.08% | $29M | 261.9K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 11.95% | $45M | 348.3K | Q2 2026 |
| Accredited Wealth Management, LLC$134M AUM | 11.51% | $15M | 7.2K | Q3 2025OLDER |
| Quantum Financial Advisors, LLC$1.0B AUM | 11.50% | $116M | 907.6K | Q2 2026 |
| Werba Rubin Papier Wealth Management$718M AUM | 11.35% | $82M | 733.3K | Q1 2026OLDER |
| PLANWISER FINANCIAL, LLC$138M AUM | 10.96% | $15M | 127.5K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 10.91% | $22M | 197.1K | Q1 2026OLDER |
| Generations Wealth, LLC$103M AUM | 10.76% | $11M | 99.7K | Q1 2026OLDER |
| RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM | 10.68% | $37M | 336.0K | Q1 2026OLDER |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 10.68% | $40M | 363.4K | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 10.66% | $71M | 635.8K | Q1 2026OLDER |
| Wheels Up Wealth, Inc.$106M AUM | 10.61% | $11M | 101.5K | Q1 2026OLDER |
| Madrid Wealth Management, LLC$133M AUM | 10.28% | $14M | 122.6K | Q1 2026OLDER |
| B&D White Capital Company, LLC$809M AUM | 10.07% | $81M | 732.4K | Q1 2026OLDER |
| TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM | 9.49% | $117M | 1.05M | Q1 2026OLDER |
| Highland Financial Advisors, LLC$455M AUM | 9.34% | $42M | 331.5K | Q2 2026 |
| JRM Investment Counsel, LLC$375M AUM | 9.19% | $34M | 310.3K | Q1 2026OLDER |
| marrick wealth, LLC$119M AUM | 9.03% | $11M | 96.6K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 8.86% | $55M | 491.2K | Q1 2026OLDER |
| Summit Portfolio Management, LTD.$155M AUM | 8.82% | $14M | 123.3K | Q1 2026OLDER |
| HTG Investment Advisors, Inc.$352M AUM | 8.76% | $31M | 276.8K | Q1 2026OLDER |
| Trellis Wealth Advisors LLC$263M AUM | 8.71% | $23M | 205.7K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 8.42% | $16M | 127.8K | Q2 2026 |
| Magnolia Private Wealth, LLC$150M AUM | 8.16% | $12M | 765.5K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 8.15% | $260M | 2.34M | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 8.07% | $10M | 74.5K | Q2 2026 |
| Mattern Wealth Management LLC$513M AUM | 7.97% | $41M | 367.7K | Q1 2026OLDER |
| FMB WEALTH MANAGEMENT$242M AUM | 7.78% | $19M | 169.2K | Q1 2026OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 7.71% | $9M | 77.7K | Q1 2026OLDER |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 7.69% | $58M | 522.3K | Q1 2026OLDER |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$350M AUM | 7.56% | $26M | 237.6K | Q1 2026OLDER |
| CORRECT CAPITAL WEALTH MANAGEMENT$536M AUM | 7.52% | $40M | 362.5K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 7.37% | $67M | 605.4K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 6.97% | $106M | 826.5K | Q2 2026 |
| Divergent Planning, LLC$392M AUM | 6.96% | $27M | 242.2K | Q4 2025OLDER |
| Freedom Financial Partners LLC$281M AUM | 6.89% | $19M | 174.1K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 6.82% | $25M | 226.5K | Q1 2026OLDER |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 6.78% | $14M | 129.6K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 6.23% | $21M | 187.7K | Q1 2026OLDER |
| REDW Wealth LLC$251M AUM | 6.10% | $15M | 137.5K | Q1 2026OLDER |
| Geometric Wealth Advisors$799M AUM | 6.07% | $48M | 436.1K | Q1 2026OLDER |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 6.01% | $25M | 192.5K | Q2 2026 |
| My Personal CFO, LLC$228M AUM | 5.71% | $13M | 117.2K | Q1 2026OLDER |
| Strategic Financial Planning, Inc.$171M AUM | 5.68% | $10M | 200.8K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 5.67% | $95M | 762.3K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 5.67% | $12M | 109.4K | Q1 2026OLDER |
| Family Office Research LLC$230M AUM | 5.43% | $12M | 112.4K | Q1 2026OLDER |
| Approach Retirement Advisors, LLC$120M AUM | 5.31% | $6M | 57.4K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 5.06% | $15M | 132.2K | Q1 2026OLDER |
| Disciplina Capital Management LLC$944M AUM | 5.04% | $48M | 428.1K | Q1 2026OLDER |
| Buttonwood Financial Group, LLC$163M AUM | 5.00% | $8M | 73.1K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 4.96% | $41M | 365.5K | Q1 2026OLDER |
| Vannoy Advisory Group, Inc.$158M AUM | 4.94% | $8M | 70.1K | Q1 2026OLDER |
| Rockwood Wealth Management, LLC$1.4B AUM | 4.89% | $68M | 614.5K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 4.71% | $9M | 82.6K | Q1 2026OLDER |
| Echo Wealth Management, LLC$174M AUM | 4.62% | $8M | 72.1K | Q1 2026OLDER |
| Bull Oak Capital, LLC$260M AUM | 4.37% | $11M | 102.2K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 4.35% | $77M | 689.8K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 4.28% | $47M | 425.4K | Q1 2026OLDER |
| Ridgeline Wealth, LLC$171M AUM | 4.17% | $7M | 55.7K | Q2 2026 |
| HB Wealth Management, LLC$15.5B AUM | 4.13% | $639M | 5.74M | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 4.06% | $12M | 106.3K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 4.02% | $214M | 1.93M | Q1 2026OLDER |
| Burton Enright Welch$736M AUM | 4.01% | $30M | 265.5K | Q1 2026OLDER |
| Integrity Investment Advisors, LLC$184M AUM | 4.00% | $7M | 66.3K | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 3.96% | $9M | 82.8K | Q1 2026OLDER |
| BLVD Private Wealth, LLC$115M AUM | 3.89% | $4M | 40.3K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 3.81% | $52M | 471.9K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 3.78% | $69M | 631.2K | Q3 2025OLDER |
| S&A Financial Services, Inc.$146M AUM | 3.75% | $5M | 49.1K | Q2 2026 |
| Flagstone Financial Management$403M AUM | 3.72% | $15M | 134.8K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 3.64% | $35M | 310.7K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 3.60% | $44M | 392.3K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 3.60% | $20M | 179.6K | Q1 2026OLDER |
| MN Wealth Advisors, LLC$206M AUM | 3.59% | $7M | 66.3K | Q1 2026OLDER |
| Financial Symmetry Inc$281M AUM | 3.58% | $10M | 82.4K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 3.55% | $40M | 360.7K | Q1 2026OLDER |
| BAYSHORE ASSET MANAGEMENT, LLC$251M AUM | 3.44% | $9M | 77.8K | Q1 2026OLDER |
| LANE BROTHERS & CO INC$137M AUM | 3.38% | $5M | 41.7K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 3.34% | $7M | 60.9K | Q1 2026OLDER |
| Meredith Wealth Planning$369M AUM | 3.31% | $12M | 110.0K | Q1 2026OLDER |
| Sterneck Capital Management, LLC$223M AUM | 3.31% | $7M | 66.3K | Q1 2026OLDER |
| QUARRY HILL ADVISORS, LLC$243M AUM | 3.29% | $8M | 66.4K | Q1 2026OLDER |
| Parkshore Wealth Management, Inc.$299M AUM | 3.17% | $9M | 85.3K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 3.14% | $9M | 79.3K | Q1 2026OLDER |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC$171M AUM | 3.12% | $5M | 41.8K | Q2 2026 |
| Ariadne Wealth Management, LP$223M AUM | 3.10% | $7M | 62.2K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 3.09% | $24M | 214.5K | Q1 2026OLDER |
| Holcombe Financial, Inc.$170M AUM | 3.03% | $5M | 46.4K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 2.90% | $50M | 448.6K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 2.88% | $4M | 31.3K | Q2 2026 |
| Fonville Wealth Management LLC$525M AUM | 2.79% | $15M | 132.1K | Q1 2026OLDER |
| Atlas Wealth LLC$334M AUM | 2.74% | $9M | 82.4K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 2.59% | $8M | 68.3K | Q1 2026OLDER |
| North Ridge Wealth Advisors, Inc.$178M AUM | 2.56% | $5M | 41.0K | Q1 2026OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 2.56% | $4M | 31.9K | Q1 2026OLDER |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 2.54% | $3M | 26.7K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 2.43% | $6M | 53.2K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 2.40% | $9M | 79.6K | Q1 2026OLDER |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 2.25% | $4M | 38.9K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 2.25% | $8M | 70.5K | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 2.23% | $6M | 49.5K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 2.14% | $5M | 44.2K | Q3 2025OLDER |
| Heirloom Wealth Management$555M AUM | 2.10% | $12M | 104.6K | Q1 2026OLDER |
| Kane Co Wealth Management, Inc.$119M AUM | 2.08% | $2M | 22.2K | Q1 2026OLDER |
| Sollinda Capital Management LLC$412M AUM | 2.07% | $9M | 76.5K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 2.06% | $9M | 84.3K | Q1 2026OLDER |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC$167M AUM | 2.06% | $3M | 31.0K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 2.01% | $5M | 46.1K | Q1 2026OLDER |
| Capstone Wealth Management, Inc.$118M AUM | 1.92% | $2M | 20.2K | Q1 2026OLDER |
| Tanager Wealth Management LLP$1.0B AUM | 1.92% | $20M | 178.7K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 1.91% | $16M | 140.5K | Q1 2026OLDER |
| Physician Wealth Solutions Inc.$242M AUM | 1.90% | $5M | 41.2K | Q1 2026OLDER |
| Morling Financial Advisors, LLC$325M AUM | 1.86% | $6M | 54.5K | Q1 2026OLDER |
| Eaton-Cambridge Inc.$320M AUM | 1.80% | $6M | 51.7K | Q1 2026OLDER |
| Life Planning Partners, Inc$131M AUM | 1.78% | $2M | 21.0K | Q1 2026OLDER |
| Invariant Investment Management$171M AUM | 1.77% | $3M | 23.6K | Q2 2026 |
| Plancorp, LLC$3.5B AUM | 1.74% | $61M | 527.9K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 1.74% | $22M | 195.2K | Q1 2026OLDER |
| Trailhead Planners LLC$104M AUM | 1.70% | $2M | 15.9K | Q1 2026OLDER |
| ANDERSON HOAGLAND & CO$1.3B AUM | 1.59% | $20M | 158.6K | Q2 2026 |
| Prosperity Planning, Inc.$395M AUM | 1.57% | $6M | 55.8K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 1.53% | $8M | 73.8K | Q1 2026OLDER |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 1.52% | $2M | 13.6K | Q4 2025OLDER |
| Western Reserve Capital Management, LLC$122M AUM | 1.46% | $2M | 16.0K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 1.43% | $2M | 19.2K | Q2 2026 |
| Frankly Finances, LLC$110M AUM | 1.38% | $2M | 13.7K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 1.37% | $114M | 1.03M | Q1 2026OLDER |
| SwitchPoint Financial Planning, LLC$147M AUM | 1.36% | $2M | 18.0K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 1.34% | $48M | 431.3K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 1.33% | $5M | 43.3K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 1.32% | $3M | 27.7K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 1.31% | $9M | 78.6K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 1.31% | $4M | 34.1K | Q2 2026 |
| Greenspring Advisors, LLC$1.6B AUM | 1.30% | $21M | 192.3K | Q1 2026OLDER |
| Auxano Advisors, LLC$501M AUM | 1.30% | $6M | 58.4K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 1.27% | $5M | 47.9K | Q1 2026OLDER |
| Seed Wealth Management, Inc.$145M AUM | 1.24% | $2M | 16.2K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 1.20% | $17M | 130.1K | Q2 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 1.18% | $30M | 272.5K | Q1 2026OLDER |
| Avant Financial Advisors LLC$161M AUM | 1.18% | $2M | 14.7K | Q2 2026 |
| Fielder Capital Group LLC$459M AUM | 1.17% | $5M | 48.4K | Q1 2026OLDER |
| M Wealth Management, LLC$119M AUM | 1.17% | $1M | 12.5K | Q1 2026OLDER |
| Cypress Point Wealth Management, LLC$464M AUM | 1.17% | $5M | 48.8K | Q1 2026OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 1.11% | $5M | 47.9K | Q1 2026OLDER |
| Pacific Asset Management, LLC$179M AUM | 1.08% | $2M | 17.4K | Q1 2026OLDER |
| Tillman Hartley LLC$398M AUM | 1.04% | $4M | 37.4K | Q1 2026OLDER |
| Atala Financial Inc$149M AUM | 1.03% | $2M | 13.7K | Q1 2026OLDER |
| Ruedi Wealth Management, Inc.$388M AUM | 1.02% | $4M | 35.6K | Q1 2026OLDER |
| Prospect Financial Group LLC$108M AUM | 1.00% | $1M | 9.7K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.97% | $2M | 16.3K | Q2 2026 |
| AGH Wealth Advisors, LLC$136M AUM | 0.96% | $1M | 11.8K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.95% | $2M | 15.6K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.93% | $27M | 242.2K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 0.91% | $7M | 60.3K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.86% | $3M | 22.9K | Q1 2026OLDER |
| Triune Financial Partners, LLC$421M AUM | 0.86% | $4M | 32.6K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.85% | $62M | 483.5K | Q2 2026 |
| North Capital, Inc.$118M AUM | 0.83% | $978,994 | 8.8K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.83% | $19M | 168.0K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.82% | $9M | 71.1K | Q2 2026 |
| VISTA INVESTMENT PARTNERS LLC$397M AUM | 0.79% | $3M | 24.6K | Q2 2026 |
| World Investment Advisors$6.2B AUM | 0.79% | $49M | 441.5K | Q1 2026OLDER |
| IF Advisors, LLC$141M AUM | 0.78% | $1M | 10.0K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.78% | $9M | 79.6K | Q1 2026OLDER |
| Sanchez Levi Garrett$159M AUM | 0.78% | $1M | 11.2K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.75% | $5M | 42.6K | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.74% | $2M | 20.4K | Q1 2026OLDER |
| COOPER/HAIMS ADVISORS, LLC$212M AUM | 0.74% | $2M | 14.1K | Q1 2026OLDER |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 0.71% | $3M | 29.7K | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 0.69% | $17M | 153.4K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.67% | $23M | 176.9K | Q2 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC$224M AUM | 0.67% | $1M | 13.4K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.66% | $15M | 135.5K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 0.65% | $565,048 | 5.1K | Q4 2025OLDER |
| Austin Wealth Management, LLC$440M AUM | 0.65% | $3M | 25.3K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.64% | $121M | 1.09M | Q1 2026OLDER |
| L & S Advisors Inc$795M AUM | 0.64% | $5M | 45.8K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.64% | $7,118 | 63.7K | Q4 2025OLDER |
| DBK Financial Counsel, LLC$132M AUM | 0.64% | $844,036 | 7.6K | Q2 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.63% | $3M | 27.3K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 0.61% | $39M | 350.3K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.61% | $2M | 20.8K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.60% | $27M | 222.6K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.58% | $2M | 13.8K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.57% | $11M | 102.2K | Q1 2026OLDER |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 0.56% | $1M | 9.2K | Q1 2026OLDER |
| Lauterbach Financial Advisors, LLC$205M AUM | 0.56% | $1M | 10.2K | Q1 2026OLDER |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 0.55% | $692,041 | 6.2K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.53% | $54M | 487.2K | Q1 2026OLDER |
| Porter White Investment Advisors, Inc.$250M AUM | 0.53% | $1M | 11.9K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.53% | $13M | 117.1K | Q2 2026 |
| RAM Investment Partners, LLC$569M AUM | 0.52% | $3M | 26.7K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 0.52% | $1M | 11.3K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.49% | $995,016 | 8.9K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.49% | $2M | 15.6K | Q4 2025OLDER |
| Cauble & Harre Wealth Management, Inc.$126M AUM | 0.48% | $603,777 | 4.8K | Q1 2026OLDER |
| Aurelius Family Office LLC$230M AUM | 0.48% | $1M | 9.9K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.48% | $822,621 | 7.4K | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.47% | $3M | 24.8K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.47% | $42M | 380.2K | Q1 2026OLDER |
| Wealth Management Partners, LLC$350M AUM | 0.46% | $2M | 14.5K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.45% | $4M | 34.2K | Q2 2026 |
| Monument Group Wealth Advisors, LLC$180M AUM | 0.45% | $812,169 | 7.3K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.45% | $3M | 24.0K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.43% | $42M | 380.9K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.42% | $3M | 23.3K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.42% | $4M | 37.6K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.41% | $3M | 26.9K | Q1 2026OLDER |
| Aspen Capital Management, LLC$404M AUM | 0.40% | $2M | 14.7K | Q1 2026OLDER |
| Symmetry Partners, LLC$1.8B AUM | 0.39% | $7M | 60.6K | Q1 2026OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 0.38% | $2M | 13.8K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.38% | $9M | 76.7K | Q1 2026OLDER |
| Belleair Asset Management, LLC$110M AUM | 0.37% | $407,919 | 3.7K | Q1 2026OLDER |
| Platform Wealth Management, LLC$376M AUM | 0.37% | $1M | 12.5K | Q4 2025OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.35% | $392,465 | 3.5K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.35% | $4M | 29.5K | Q2 2026 |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.34% | $1M | 11.3K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.34% | $11M | 92.0K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.34% | $46M | 412.7K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.33% | $5M | 40.9K | Q1 2026OLDER |
| Oceanside Advisors LLC$175M AUM | 0.32% | $555,424 | 5.0K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.31% | $72M | 651.9K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.31% | $1M | 13.2K | Q1 2026OLDER |
| BAKER BOYER NATIONAL BANK$333M AUM | 0.31% | $1M | 9.3K | Q1 2026OLDER |
| Pine Harbor Wealth Management, LLC$334M AUM | 0.31% | $960,473 | 8.8K | Q3 2025OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.30% | $18M | 159.0K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.30% | $2M | 21.8K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.30% | $2M | 14.7K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.30% | $823,399 | 7.4K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.29% | $458,408 | 4.1K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.29% | $1M | 11.2K | Q2 2026 |
| Yardley Wealth Management LLC$195M AUM | 0.29% | $569,576 | 5.1K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.29% | $21M | 162.2K | Q2 2026 |
| RCS Financial Planning, LLC$193M AUM | 0.29% | $559,387 | 5.0K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.29% | $60M | 539.6K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.28% | $975,055 | 8.0K | Q1 2026OLDER |
| Equity Wealth Partners, LLC$155M AUM | 0.28% | $425,569 | 3.8K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.26% | $1M | 11.9K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.26% | $233M | 1.96M | Q1 2026OLDER |
| RHL GROUP, LLC$117M AUM | 0.26% | $300,122 | 2.7K | Q1 2026OLDER |
| Foundry Financial LLC$236M AUM | 0.25% | $583,549 | 5.2K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.25% | $10M | 92.6K | Q1 2026OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.24% | $2M | 14.4K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.24% | $329,426 | 3.0K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.24% | $461M | 4.14M | Q1 2026OLDER |
| Paul R. Ried Financial Group, LLC$229M AUM | 0.23% | $537,552 | 4.2K | Q2 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.23% | $13M | 119.7K | Q4 2025OLDER |
| William Mack & Associates, Inc.$175M AUM | 0.23% | $403,806 | 3.6K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.23% | $3M | 28.0K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.22% | $304,078 | 2.7K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.22% | $655,652 | 5.9K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.21% | $149M | 1.34M | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.21% | $3M | 27.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.21% | $151M | 1.35M | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 0.21% | $2M | 21.0K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.21% | $8M | 63.2K | Q1 2026OLDER |
| Fortress Wealth Management, Inc.$225M AUM | 0.21% | $463,589 | 4.3K | Q3 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.20% | $9M | 78.6K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.20% | $523,026 | 4.7K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.19% | $2M | 17.3K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.19% | $179M | 1.61M | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.18% | $3M | 23.6K | Q1 2026OLDER |
| Alpha Financial Advisors, LLC$326M AUM | 0.17% | $547,991 | 4.9K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.17% | $236,591 | 2.1K | Q1 2026OLDER |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM | 0.17% | $1M | 9.2K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.16% | $111M | 994.3K | Q1 2026OLDER |
| Sylvest Advisors, LLC$188M AUM | 0.16% | $305,745 | 2.8K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.16% | $2M | 16.7K | Q2 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.16% | $9M | 77.1K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.16% | $532,083 | 4.8K | Q1 2026OLDER |
| MAYPORT, LLC$538M AUM | 0.15% | $829,072 | 7.5K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.15% | $995,300 | 7.8K | Q2 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.15% | $14M | 122.6K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 0.15% | $1M | 9.2K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.15% | $231,477 | 2.1K | Q1 2026OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.14% | $2M | 16.6K | Q1 2026OLDER |
| McMill Wealth Management$376M AUM | 0.14% | $543,593 | 4.9K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.14% | $6M | 53.6K | Q1 2026OLDER |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 0.14% | $733,899 | 6.6K | Q1 2026OLDER |
| ENTREWEALTH, LLC$223M AUM | 0.14% | $311,304 | 2.8K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.14% | $28M | 249.5K | Q1 2026OLDER |
| Pioneer Wealth Management Group$414M AUM | 0.14% | $560,606 | 4.4K | Q2 2026 |
| Oakwell Private Wealth Management, LLC$560M AUM | 0.14% | $757,025 | 6.8K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.13% | $2M | 20.7K | Q1 2026OLDER |
| TFO Wealth Partners, LLC$735M AUM | 0.13% | $952,924 | 8.6K | Q1 2026OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 0.13% | $226,919 | 2.0K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.13% | $326,803 | 2.6K | Q2 2026 |
| Haven Private, LLC$230M AUM | 0.12% | $279,840 | 2.5K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.12% | $2M | 16.5K | Q1 2026OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.12% | $7M | 62.2K | Q1 2026OLDER |
| Midwest Heritage Bank, FSB$312M AUM | 0.11% | $358,379 | 3.2K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.11% | $2M | 14.1K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.11% | $3M | 30.0K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.11% | $30M | 269.0K | Q1 2026OLDER |
| CLARIS ADVISORS, LLC / MO /$334M AUM | 0.11% | $366,443 | 3.3K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.11% | $2M | 17.2K | Q2 2026 |
| Strategic Wealth Investment Group, LLC$788M AUM | 0.10% | $1M | 11.4K | Q3 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.10% | $8M | 75.5K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.10% | $51M | 455.2K | Q1 2026OLDER |
| Signature Wealth Management Group$263M AUM | 0.10% | $272,169 | 2.4K | Q1 2026OLDER |
| Seaside Wealth Management, Inc.$356M AUM | 0.10% | $366,701 | 3.3K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.10% | $2M | 17.2K | Q1 2026OLDER |
| Prosperitas Financial LLC$268M AUM | 0.10% | $269,945 | 2.4K | Q1 2026OLDER |
| Cornerstone Capital, Inc.$1.0B AUM | 0.10% | $993,949 | 8.9K | Q1 2026OLDER |
| GEM Asset Management, LLC$227M AUM | 0.10% | $218,747 | 2.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.09% | $3M | 24.3K | Q1 2026OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 0.09% | $251,934 | 2.3K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 0.09% | $859,204 | 6.7K | Q2 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.09% | $33M | 299.5K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.09% | $469,157 | 3.7K | Q2 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.09% | $1M | 9.0K | Q1 2026OLDER |
| Purus Wealth Management, LLC$314M AUM | 0.09% | $277,839 | 2.5K | Q1 2026OLDER |
| Heritage Financial Services, LLC$1.2B AUM | 0.09% | $1M | 9.5K | Q4 2025OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.09% | $1M | 12.3K | Q1 2026OLDER |
| Wealth Management Nebraska$987M AUM | 0.09% | $841,188 | 7.6K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.08% | $3M | 26.4K | Q1 2026OLDER |
| Parkwoods Wealth Partners, LLC$408M AUM | 0.08% | $336,431 | 3.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.08% | $46M | 410.7K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.08% | $533,282 | 4.9K | Q3 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.08% | $272,391 | 2.5K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.08% | $1M | 11.6K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.08% | $264,772 | 2.4K | Q1 2026OLDER |
| Stonebrook Private Inc.$470M AUM | 0.08% | $357,705 | 3.2K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.08% | $517,765 | 4.7K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.07% | $3M | 25.0K | Q1 2026OLDER |
| Smith & Howard Wealth Management, LLC$462M AUM | 0.07% | $340,878 | 3.1K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.07% | $108M | 969.5K | Q1 2026OLDER |
| Intelligence Driven Advisers, LLC$574M AUM | 0.07% | $417,036 | 3.8K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.07% | $878,322 | 7.9K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.07% | $278,507 | 2.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.07% | $266M | 2.39M | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.07% | $17M | 154.7K | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.07% | $242,928 | 2.2K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.07% | $639,045 | 5.7K | Q1 2026OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 0.07% | $326,210 | 2.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.07% | $64M | 578.9K | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 0.07% | $470,180 | 4.2K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.07% | $79,306 | 713 | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 0.07% | $452,170 | 4.1K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.07% | $4M | 32.8K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.06% | $255,825 | 2.3K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 0.06% | $221,804 | 2.0K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.06% | $770,792 | 7.1K | Q3 2025OLDER |
| Paragon Advisors, LLC$371M AUM | 0.06% | $229,096 | 2.1K | Q1 2026OLDER |
| Berman McAleer LLC$733M AUM | 0.06% | $439,887 | 4.0K | Q3 2025OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.06% | $248,043 | 2.2K | Q1 2026OLDER |
| Austin Asset Management Co Inc$608M AUM | 0.06% | $366,783 | 3.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.05% | $204M | 1.83M | Q1 2026OLDER |
| Ramsay, Stattman, Vela & Price, Inc.$506M AUM | 0.05% | $274,170 | 2.5K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.05% | $979,749 | 8.8K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.05% | $845,442 | 7.6K | Q2 2026 |
| LANDAAS & CO /WI /ADV$456M AUM | 0.05% | $238,148 | 2.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.05% | $3M | 26.0K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.05% | $84M | 753.2K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.05% | $4M | 32.7K | Q1 2026OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 0.05% | $563,250 | 4.9K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.05% | $3M | 26.3K | Q1 2026OLDER |
| Peak Retirement Planning, Inc.$501M AUM | 0.05% | $208,422 | 1.9K | Q4 2025OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.05% | $3M | 30.7K | Q1 2026OLDER |
| Vickerman Investment Advisors, Inc.$476M AUM | 0.05% | $238,411 | 2.2K | Q3 2025OLDER |
| Hill Investment Group Partners, LLC$906M AUM | 0.05% | $430,489 | 3.9K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.05% | $337,152 | 3.0K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.05% | $327,278 | 2.9K | Q1 2026OLDER |
| Intelligent Financial Strategies$192M AUM | 0.05% | $87,119 | 784 | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.04% | $3M | 22.5K | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 0.04% | $46,854 | 421 | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.04% | $247,146 | 2.2K | Q4 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.04% | $1M | 11.6K | Q2 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.04% | $3M | 30.7K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.04% | $665,348 | 6.0K | Q1 2026OLDER |
| Jordan Park Group LLC$1.9B AUM | 0.04% | $766,920 | 6.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $4M | 36.6K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.04% | $474,446 | 4.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $26M | 237.2K | Q1 2026OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.04% | $226,807 | 2.0K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.04% | $2M | 14.4K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.04% | $38,357 | 345 | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 0.04% | $294,034 | 2.7K | Q3 2025OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.04% | $324,676 | 2.9K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.04% | $300,622 | 2.6K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.04% | $63,818 | 574 | Q1 2026OLDER |
| Sandhill Capital Partners LLC$1.2B AUM | 0.03% | $404,229 | 3.6K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.03% | $1M | 9.4K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.03% | $1M | 11.0K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.03% | $285,792 | 2.6K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.03% | $612,046 | 5.5K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.03% | $167,326 | 1.5K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.03% | $307,190 | 2.8K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.03% | $505,758 | 4.5K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.03% | $541,426 | 4.9K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 0.03% | $245,729 | 2.2K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 0.03% | $470,736 | 4.2K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.03% | $292,515 | 2.6K | Q1 2026OLDER |
| American Trust$1.1B AUM | 0.03% | $349,420 | 3.1K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.03% | $751,100 | 6.8K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.03% | $547,006 | 4.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $6M | 56.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $92M | 829.9K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.03% | $110,735 | 996 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.03% | $390,543 | 3.5K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.03% | $53,541 | 482 | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.03% | $376,875 | 2.9K | Q2 2026 |
| Cardinal Point Capital Management ULC$1.6B AUM | 0.03% | $425,708 | 3.8K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.03% | $369,858 | 3.3K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.02% | $111,180 | 1.0K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.02% | $28,462 | 256 | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.02% | $91,168 | 820 | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.02% | $305,983 | 2.4K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $616,600 | 5.5K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $770,811 | 6.9K | Q1 2026OLDER |
| Truepoint, Inc.$4.5B AUM | 0.02% | $1M | 9.5K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.02% | $217,246 | 2.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $2M | 15.7K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.02% | $292,228 | 2.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $19M | 167.3K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.02% | $237,258 | 2.1K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $574,467 | 5.2K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.02% | $579,137 | 5.2K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.02% | $3M | 28.6K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $235,782 | 2.1K | Q1 2026OLDER |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 0.02% | $201,569 | 1.8K | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.02% | $265,610 | 2.4K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.02% | $6M | 52.9K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 15.1K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.02% | $305,574 | 2.7K | Q1 2026OLDER |
| SP Asset Management LLC$1.1B AUM | 0.02% | $200,966 | 1.8K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $10M | 92.0K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $521,434 | 4.7K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.02% | $87M | 781.8K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.02% | $129,636 | 1.2K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.02% | $657,338 | 6.0K | Q3 2025OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $822,078 | 7.4K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.01% | $825,040 | 7.4K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $666,079 | 6.0K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.01% | $499,532 | 4.5K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $297,851 | 2.7K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 19.1K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.01% | $303,855 | 2.7K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $252,935 | 2.3K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $3M | 29.7K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $677,175 | 5.3K | Q2 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $14M | 121.7K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.01% | $6M | 55.0K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 19.2K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.01% | $92,395 | 850 | Q3 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $298,963 | 2.7K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.01% | $170,106 | 1.5K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.01% | $174,574 | 1.4K | Q2 2026 |
| Cerity Partners LLC$70.8B AUM | 0.01% | $7M | 66.1K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.01% | $297,184 | 2.7K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 25.3K | Q2 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $348,765 | 3.2K | Q3 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $519,346 | 4.3K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.01% | $103,600 | 925 | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $348,121 | 2.7K | Q2 2026 |
| Hurley Capital, LLC$187M AUM | 0.01% | $17,011 | 153 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $3M | 29.7K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.01% | $268,944 | 2.4K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $175,073 | 1.6K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 9.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $693,445 | 6.2K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $96,282 | 866 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $32M | 284.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $972,643 | 8.7K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $503,534 | 4.5K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.01% | $102,064 | 918 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $97M | 875.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $111M | 994.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $383,015 | 3.4K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $299,459 | 2.7K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.01% | $11,786 | 106 | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $3M | 23.7K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $205,794 | 1.9K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $227,186 | 2.0K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.01% | $187,450 | 1.7K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $585,501 | 5.3K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $190,896 | 1.7K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $300,768 | 2.7K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $336,287 | 3.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $8M | 78.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $179,222 | 1.6K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.00% | $223,125 | 2.0K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $289,068 | 2.6K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.00% | $15,232 | 137 | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.00% | $18,956 | 148 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.