DIMENSIONAL ETF TRUST
CUSIP 25434V302
Dimensional Etf Trust has 661 institutional holders in Filings Flow’s 13F database, together reporting 208.28M shares worth $6.9B as of Q1 2026. The largest reported holders are Retirement Systems Of Alabama, Mather Group, LLC., and FMR LLC.
Institutional Holders
661
Q1 2026
Reported Value
$6.9B
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Aquire Wealth Advisors, LLC$381M AUM | 9.73% | $37M | 1.09M | Q1 2026OLDER |
| Chico Wealth RIA$164M AUM | 9.64% | $16M | 466.1K | Q1 2026OLDER |
| Morling Financial Advisors, LLC$325M AUM | 8.01% | $26M | 769.3K | Q1 2026OLDER |
| RAM Investment Partners, LLC$569M AUM | 7.88% | $45M | 1.33M | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 7.82% | $27M | 675.6K | Q2 2026 |
| First Bancorp, Inc /ME/$201M AUM | 7.48% | $15M | 444.6K | Q1 2026OLDER |
| STOLZ & ASSOCIATES, PS$143M AUM | 7.12% | $10M | 274.7K | Q1 2026OLDER |
| Avondale Wealth Management$203M AUM | 6.95% | $14M | 417.9K | Q1 2026OLDER |
| Great Point Wealth Advisors, LLC$542M AUM | 6.71% | $36M | 1.07M | Q1 2026OLDER |
| DWR WEALTH MANAGEMENT, LLC$134M AUM | 6.61% | $9M | 222.9K | Q2 2026 |
| Pioneer Wealth Management Group$414M AUM | 6.52% | $27M | 671.5K | Q2 2026 |
| WASHINGTON TRUST BANK$1.4B AUM | 6.51% | $88M | 2.61M | Q1 2026OLDER |
| Graver Capital Management, LLC$132M AUM | 6.17% | $8M | 239.7K | Q1 2026OLDER |
| Keyes, Stange & Wooten Wealth Management, LLC$224M AUM | 6.06% | $14M | 401.2K | Q1 2026OLDER |
| West Financial Advisors, LLC$659M AUM | 6.03% | $40M | 987.0K | Q2 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV$138M AUM | 5.98% | $8M | 243.3K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 5.92% | $7M | 208.0K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 5.83% | $11M | 319.2K | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 5.76% | $20M | 592.9K | Q1 2026OLDER |
| Envision Financial Planning, LLC$276M AUM | 5.69% | $16M | 464.7K | Q1 2026OLDER |
| Thayer Financial, L.L.C.$110M AUM | 5.51% | $6M | 150.7K | Q2 2026 |
| Sterling Wealth Advisors Inc$175M AUM | 5.45% | $10M | 254.3K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 5.18% | $17M | 515.4K | Q1 2026OLDER |
| Colony Family Offices, LLC$406M AUM | 5.08% | $21M | 608.4K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 5.06% | $109M | 3.23M | Q1 2026OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 5.03% | $36M | 1.08M | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 5.02% | $9M | 257.6K | Q1 2026OLDER |
| Allodium Investment Consultants, LLC$209M AUM | 4.96% | $10M | 306.1K | Q1 2026OLDER |
| Spectrum Investment Advisors, Inc.$201M AUM | 4.93% | $10M | 293.2K | Q1 2026OLDER |
| Kure Advisory, LLC$184M AUM | 4.92% | $9M | 266.7K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 4.88% | $7M | 199.5K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 4.82% | $11M | 338.2K | Q1 2026OLDER |
| Monument Group Wealth Advisors, LLC$180M AUM | 4.75% | $9M | 252.8K | Q1 2026OLDER |
| DeLarme Wealth Management, Inc.$155M AUM | 4.75% | $7M | 217.7K | Q1 2026OLDER |
| ArborFi Advisors, LLC$122M AUM | 4.62% | $6M | 167.1K | Q1 2026OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 4.54% | $17M | 488.1K | Q1 2026OLDER |
| WPWealth LLP$654M AUM | 4.52% | $30M | 873.4K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 4.25% | $74M | 2.18M | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 4.21% | $5M | 146.7K | Q1 2026OLDER |
| Austin Wealth Management, LLC$440M AUM | 4.20% | $18M | 542.8K | Q1 2026OLDER |
| Oceanside Advisors LLC$175M AUM | 4.17% | $7M | 215.9K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 4.11% | $26M | 769.9K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 4.08% | $409M | 12.09M | Q1 2026OLDER |
| ENTREWEALTH, LLC$223M AUM | 4.05% | $9M | 266.8K | Q1 2026OLDER |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 3.99% | $44M | 1.28M | Q1 2026OLDER |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC$171M AUM | 3.96% | $7M | 168.7K | Q2 2026 |
| Foster Group, Inc.$3.8B AUM | 3.81% | $144M | 3.57M | Q2 2026 |
| Prudent Man Investment Management, Inc.$297M AUM | 3.81% | $11M | 347.6K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 3.80% | $19M | 462.7K | Q2 2026 |
| True Link Financial Advisors, LLC$1.6B AUM | 3.80% | $62M | 1.82M | Q1 2026OLDER |
| Kilner Capital Advisors, LLC$104M AUM | 3.78% | $4M | 116.5K | Q1 2026OLDER |
| Compass Financial Group, Inc.$222M AUM | 3.77% | $8M | 246.8K | Q1 2026OLDER |
| Wealth Dimensions Group, Ltd.$508M AUM | 3.75% | $19M | 562.4K | Q1 2026OLDER |
| Guardian Wealth Management, LLC$330M AUM | 3.72% | $12M | 362.0K | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 3.70% | $70M | 2.06M | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 3.67% | $26M | 779.3K | Q1 2026OLDER |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 3.60% | $17M | 498.0K | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 3.59% | $28M | 695.5K | Q2 2026 |
| Forum Private Client Group LLC$300M AUM | 3.59% | $11M | 317.1K | Q1 2026OLDER |
| Fort Henry Capital, LLC$165M AUM | 3.58% | $6M | 174.9K | Q1 2026OLDER |
| Disciplined Investments, LLC$279M AUM | 3.55% | $10M | 292.4K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 3.54% | $4M | 143.3K | Q2 2026 |
| Binnacle Investments Inc$170M AUM | 3.52% | $6M | 189.6K | Q3 2025OLDER |
| GEM Asset Management, LLC$227M AUM | 3.49% | $8M | 233.3K | Q1 2026OLDER |
| Navigate Wealth Management, LLC$142M AUM | 3.44% | $5M | 132.2K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 3.44% | $26M | 765.8K | Q1 2026OLDER |
| BWM Planning, LLC$379M AUM | 3.27% | $12M | 365.6K | Q1 2026OLDER |
| PCA Investment Advisory Services Inc.$300M AUM | 3.22% | $10M | 284.7K | Q1 2026OLDER |
| Ledgewood Wealth Advisors, LLC$188M AUM | 3.15% | $6M | 147.5K | Q2 2026 |
| Note Advisors, LLC$200M AUM | 3.14% | $6M | 185.6K | Q1 2026OLDER |
| Heritage Wealth Management, Inc./Texas$234M AUM | 3.14% | $7M | 216.9K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 3.02% | $6M | 152.6K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 2.95% | $26M | 774.0K | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 2.94% | $34M | 1.00M | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 2.92% | $5M | 157.7K | Q1 2026OLDER |
| Newman Dignan & Sheerar, Inc.$475M AUM | 2.92% | $14M | 409.6K | Q1 2026OLDER |
| Capstone Wealth Management, Inc.$118M AUM | 2.86% | $3M | 99.2K | Q1 2026OLDER |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC$167M AUM | 2.83% | $5M | 139.8K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 2.83% | $50M | 1.40M | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 2.79% | $29M | 732.9K | Q2 2026 |
| Parkshore Wealth Management, Inc.$299M AUM | 2.78% | $8M | 245.8K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 2.77% | $26M | 638.2K | Q2 2026 |
| Shore Point Advisors, LLC$253M AUM | 2.74% | $7M | 205.0K | Q1 2026OLDER |
| Daner Wealth Management, LLC$170M AUM | 2.73% | $5M | 119.3K | Q1 2026OLDER |
| Essential Planning, LLC.$315M AUM | 2.60% | $8M | 241.1K | Q1 2026OLDER |
| CLARIS ADVISORS, LLC / MO /$334M AUM | 2.59% | $9M | 255.8K | Q1 2026OLDER |
| BlueSky Wealth Advisors, LLC$777M AUM | 2.58% | $20M | 592.4K | Q1 2026OLDER |
| MBA Advisors LLC$260M AUM | 2.53% | $7M | 194.6K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 2.51% | $6M | 178.8K | Q3 2025OLDER |
| Midwest Heritage Bank, FSB$312M AUM | 2.46% | $8M | 226.6K | Q1 2026OLDER |
| Trinity Financial Advisors LLC$389M AUM | 2.44% | $9M | 235.9K | Q2 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 2.43% | $6M | 183.2K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 2.42% | $6M | 181.9K | Q1 2026OLDER |
| Amicus Financial Advisors, LLC$363M AUM | 2.40% | $9M | 257.7K | Q1 2026OLDER |
| DDFG, Inc$464M AUM | 2.40% | $11M | 328.6K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 2.38% | $21M | 519.8K | Q2 2026 |
| Saxony Capital Management, LLC$172M AUM | 2.36% | $4M | 120.2K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 2.36% | $36M | 892.3K | Q2 2026 |
| First Financial Group Corp$122M AUM | 2.35% | $3M | 85.1K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 2.34% | $11M | 335.4K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 2.33% | $4M | 120.1K | Q1 2026OLDER |
| Wealth Management Nebraska$987M AUM | 2.32% | $23M | 675.6K | Q1 2026OLDER |
| Navigation Group, LLC$427M AUM | 2.31% | $10M | 291.9K | Q1 2026OLDER |
| Aznar Financial Advisors, LLC$104M AUM | 2.31% | $2M | 73.7K | Q4 2025OLDER |
| Parkwoods Wealth Partners, LLC$408M AUM | 2.29% | $9M | 275.7K | Q1 2026OLDER |
| IronBridge Private Wealth, LLC$310M AUM | 2.24% | $7M | 205.4K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 2.16% | $4M | 119.6K | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 2.15% | $14M | 421.3K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 2.14% | $20M | 587.8K | Q1 2026OLDER |
| Employees' Retirement Fund of the City of Fort Worth$230M AUM | 2.05% | $5M | 139.3K | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 2.03% | $13M | 397.2K | Q3 2025OLDER |
| CURIO WEALTH, LLC$293M AUM | 2.02% | $6M | 174.5K | Q1 2026OLDER |
| McMill Wealth Management$376M AUM | 1.99% | $7M | 217.6K | Q4 2025OLDER |
| American Capital Advisory, LLC$248M AUM | 1.98% | $5M | 144.9K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 1.95% | $24M | 699.9K | Q1 2026OLDER |
| Towneley Capital Management, Inc / DE$478M AUM | 1.94% | $9M | 274.0K | Q1 2026OLDER |
| Sanchez Levi Garrett$159M AUM | 1.91% | $3M | 89.9K | Q1 2026OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 1.87% | $2M | 57.6K | Q1 2026OLDER |
| TCP Asset Management, LLC$778M AUM | 1.82% | $14M | 418.7K | Q1 2026OLDER |
| PURE PORTFOLIOS HOLDINGS LLC$332M AUM | 1.81% | $6M | 184.7K | Q4 2025OLDER |
| DecisionPoint Financial, LLC$464M AUM | 1.81% | $8M | 247.9K | Q1 2026OLDER |
| Lauer Wealth, LLC$126M AUM | 1.81% | $2M | 63.1K | Q1 2026OLDER |
| Mustard Seed Financial, LLC$167M AUM | 1.80% | $3M | 88.6K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 1.80% | $146M | 4.31M | Q1 2026OLDER |
| FISCHER INVESTMENT STRATEGIES, LLC$171M AUM | 1.74% | $3M | 88.1K | Q2 2026 |
| Helium Advisors LLC$105M AUM | 1.73% | $2M | 53.6K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 1.71% | $87M | 2.67M | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 1.69% | $26M | 656.5K | Q2 2026 |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 1.69% | $6M | 188.4K | Q1 2026OLDER |
| SENTINEL WEALTH MANAGEMENT, INC.$125M AUM | 1.66% | $2M | 61.3K | Q1 2026OLDER |
| Sculati Wealth Management, LLC$271M AUM | 1.66% | $4M | 132.5K | Q1 2026OLDER |
| DBK Financial Counsel, LLC$132M AUM | 1.63% | $2M | 63.4K | Q2 2026 |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 1.62% | $5M | 161.8K | Q1 2026OLDER |
| M Wealth Management, LLC$119M AUM | 1.57% | $2M | 54.9K | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 1.55% | $14M | 425.2K | Q1 2026OLDER |
| Approach Retirement Advisors, LLC$120M AUM | 1.49% | $2M | 53.1K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 1.49% | $47M | 1.40M | Q1 2026OLDER |
| SB Capital Management Inc$273M AUM | 1.46% | $4M | 122.2K | Q4 2025OLDER |
| PW ADVISORS, LLC \ FL$133M AUM | 1.45% | $2M | 57.1K | Q1 2026OLDER |
| Emprise Bank$271M AUM | 1.44% | $4M | 97.0K | Q2 2026 |
| Retirement Systems of Alabama$30.0B AUM | 1.43% | $429M | 12.67M | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 1.43% | $16M | 482.1K | Q1 2026OLDER |
| Johnson Wealth Management, LLC$207M AUM | 1.43% | $3M | 87.5K | Q1 2026OLDER |
| Ponta Wealth Partners, LLC$124M AUM | 1.41% | $2M | 51.9K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 1.40% | $5M | 143.6K | Q1 2026OLDER |
| Oder Investment Management, LLC$130M AUM | 1.40% | $2M | 53.9K | Q1 2026OLDER |
| Madrid Wealth Management, LLC$133M AUM | 1.39% | $2M | 54.2K | Q1 2026OLDER |
| Trailhead Planners LLC$104M AUM | 1.37% | $1M | 42.1K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 1.36% | $9M | 253.9K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 1.36% | $3M | 93.5K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 1.33% | $71M | 2.10M | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 1.32% | $2M | 45.7K | Q1 2026OLDER |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 1.31% | $7M | 202.3K | Q1 2026OLDER |
| Jacobsen Capital Management$296M AUM | 1.30% | $4M | 114.0K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 1.30% | $72M | 2.13M | Q1 2026OLDER |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 1.29% | $2M | 69.3K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 1.27% | $23M | 671.7K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 1.27% | $14M | 414.9K | Q1 2026OLDER |
| SwitchPoint Financial Planning, LLC$147M AUM | 1.26% | $2M | 54.8K | Q1 2026OLDER |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 1.24% | $58M | 1.71M | Q1 2026OLDER |
| Oak Wealth Advisors LLC$182M AUM | 1.22% | $2M | 65.6K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 1.22% | $2M | 67.6K | Q1 2026OLDER |
| FMB WEALTH MANAGEMENT$242M AUM | 1.19% | $3M | 85.0K | Q1 2026OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 1.18% | $105M | 3.09M | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 1.16% | $3M | 80.1K | Q2 2026 |
| JDH Wealth Management, LLC$148M AUM | 1.15% | $2M | 50.2K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 1.14% | $2M | 72.4K | Q1 2026OLDER |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 1.14% | $5M | 154.8K | Q1 2026OLDER |
| LINCOLN CAPITAL CORP$272M AUM | 1.13% | $3M | 91.0K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 1.13% | $16M | 434.6K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 1.13% | $3M | 84.1K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 1.12% | $4M | 127.5K | Q1 2026OLDER |
| Financial Symmetry Inc$281M AUM | 1.12% | $3M | 82.6K | Q1 2026OLDER |
| Cedar Point Capital Partners, LLC$154M AUM | 1.12% | $2M | 50.7K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 1.10% | $3M | 94.4K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 1.09% | $19M | 574.8K | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 1.08% | $58M | 1.71M | Q1 2026OLDER |
| Crown Wealth Group, LLC$340M AUM | 1.07% | $4M | 107.4K | Q1 2026OLDER |
| Kane Co Wealth Management, Inc.$119M AUM | 1.06% | $1M | 37.2K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 1.05% | $94M | 2.78M | Q1 2026OLDER |
| APS Management Group, Inc.$117M AUM | 1.05% | $1M | 36.1K | Q1 2026OLDER |
| BAKER BOYER NATIONAL BANK$333M AUM | 1.04% | $3M | 102.6K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 1.03% | $17M | 436.2K | Q1 2026OLDER |
| Yoder Wealth Management, Inc.$219M AUM | 0.99% | $2M | 64.3K | Q1 2026OLDER |
| Tillman Hartley LLC$398M AUM | 0.98% | $4M | 115.5K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.98% | $12M | 351.3K | Q1 2026OLDER |
| HFG Wealth Management, LLC$182M AUM | 0.96% | $2M | 51.6K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.96% | $23M | 672.7K | Q1 2026OLDER |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.96% | $10M | 241.2K | Q2 2026 |
| Falcon Wealth Planning$1.5B AUM | 0.96% | $14M | 415.7K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.96% | $22M | 645.4K | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 0.95% | $2M | 69.6K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.94% | $6M | 146.0K | Q2 2026 |
| City State Bank$385M AUM | 0.91% | $4M | 103.5K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.91% | $3M | 83.4K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.90% | $10M | 294.5K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.88% | $4M | 110.4K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.87% | $2M | 59.9K | Q1 2026OLDER |
| Index Fund Advisors, Inc.$2.2B AUM | 0.86% | $19M | 567.1K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.86% | $8M | 222.4K | Q1 2026OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 0.85% | $949,637 | 28.0K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.85% | $2M | 73.6K | Q1 2026OLDER |
| Pacific Asset Management, LLC$179M AUM | 0.84% | $2M | 44.4K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 0.84% | $8M | 235.3K | Q1 2026OLDER |
| Meritas Wealth Management, LLC$221M AUM | 0.82% | $2M | 53.3K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 0.81% | $3M | 93.7K | Q1 2026OLDER |
| Porter White Investment Advisors, Inc.$250M AUM | 0.80% | $2M | 59.2K | Q1 2026OLDER |
| Arnold Financial Planning LLC$107M AUM | 0.80% | $858,564 | 25.4K | Q1 2026OLDER |
| Great Waters Wealth Management$1.1B AUM | 0.80% | $9M | 213.8K | Q2 2026 |
| Cordant, Inc.$246M AUM | 0.78% | $2M | 56.5K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.77% | $907,701 | 22.6K | Q2 2026 |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.75% | $4M | 130.0K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 0.75% | $5M | 156.7K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.75% | $20M | 584.9K | Q1 2026OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 0.74% | $1M | 35.7K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$112M AUM | 0.74% | $822,101 | 24.3K | Q1 2026OLDER |
| SpringVest Wealth Management LLC$146M AUM | 0.73% | $1M | 31.6K | Q1 2026OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 0.72% | $8M | 223.0K | Q1 2026OLDER |
| Timonier Family Office, LTD.$315M AUM | 0.71% | $2M | 68.9K | Q4 2025OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.70% | $3M | 88.3K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.70% | $3M | 75.4K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.69% | $6M | 181.2K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.69% | $2M | 62.4K | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.67% | $2M | 49.0K | Q1 2026OLDER |
| Platform Wealth Management, LLC$376M AUM | 0.66% | $2M | 76.4K | Q4 2025OLDER |
| Tandem Financial, LLC$314M AUM | 0.66% | $2M | 60.9K | Q1 2026OLDER |
| Shearwater Capital LLC$209M AUM | 0.65% | $1M | 34.0K | Q2 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.65% | $10M | 257.8K | Q2 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.65% | $82M | 2.44M | Q1 2026OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.61% | $16M | 466.9K | Q1 2026OLDER |
| HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM | 0.61% | $3M | 98.3K | Q1 2026OLDER |
| Efficient Advisors, LLC$1.4B AUM | 0.60% | $8M | 250.6K | Q1 2026OLDER |
| Infinity Wealth Counsel, LLC$124M AUM | 0.60% | $738,698 | 18.4K | Q2 2026 |
| Magnolia Private Wealth, LLC$150M AUM | 0.59% | $888,351 | 26.2K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.59% | $1M | 31.5K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.58% | $4M | 106.5K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.58% | $5M | 153.7K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.57% | $4M | 112.7K | Q1 2026OLDER |
| Exeter Financial, LLC$245M AUM | 0.57% | $1M | 41.4K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.56% | $20M | 597.4K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.55% | $3M | 69.8K | Q2 2026 |
| Grunden Financial Advisory, Inc.$256M AUM | 0.55% | $1M | 43.2K | Q4 2025OLDER |
| Wealthquest Corp$1.4B AUM | 0.54% | $8M | 226.0K | Q2 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.54% | $20M | 509.6K | Q2 2026 |
| Sollinda Capital Management LLC$412M AUM | 0.54% | $2M | 65.3K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.54% | $3M | 86.4K | Q1 2026OLDER |
| Burton Enright Welch$736M AUM | 0.54% | $4M | 116.3K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 0.53% | $1M | 43.0K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$386M AUM | 0.52% | $2M | 58.7K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.51% | $6M | 195.5K | Q3 2025OLDER |
| Lauterbach Financial Advisors, LLC$205M AUM | 0.51% | $1M | 30.6K | Q1 2026OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 0.51% | $1M | 32.1K | Q2 2026 |
| Vantage Point Financial LLC$285M AUM | 0.51% | $1M | 42.5K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.51% | $8M | 239.3K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.50% | $28M | 817.1K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.50% | $24M | 714.3K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 0.49% | $12M | 309.7K | Q2 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.49% | $641,342 | 18.9K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.48% | $934,773 | 27.6K | Q1 2026OLDER |
| Wealth Advisors Northwest LLC$238M AUM | 0.48% | $1M | 34.1K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.48% | $17M | 419.4K | Q2 2026 |
| Lynx Investment Advisory$209M AUM | 0.47% | $990,772 | 29.3K | Q1 2026OLDER |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 0.46% | $922,385 | 27.2K | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 0.45% | $643,543 | 19.0K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.45% | $3M | 73.4K | Q2 2026 |
| Breakwater Capital Group$833M AUM | 0.44% | $4M | 91.6K | Q2 2026 |
| Cambridge Financial Group, LLC$295M AUM | 0.44% | $1M | 38.5K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.44% | $1M | 35.1K | Q1 2026OLDER |
| Vestment Financial LLC$212M AUM | 0.44% | $923,854 | 24.6K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.43% | $6M | 187.8K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.42% | $690,931 | 20.4K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.42% | $15M | 454.4K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.42% | $1M | 35.0K | Q1 2026OLDER |
| Syverson Strege & Co$416M AUM | 0.42% | $2M | 51.7K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.42% | $42M | 1.23M | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.42% | $19M | 573.0K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.42% | $10M | 302.4K | Q2 2026 |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.41% | $906,831 | 26.8K | Q1 2026OLDER |
| Woodside Wealth Management LLC$128M AUM | 0.40% | $517,381 | 15.3K | Q1 2026OLDER |
| Athena Wealth Management, LLC$122M AUM | 0.40% | $487,271 | 14.4K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.39% | $3M | 96.9K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.39% | $7M | 206.6K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.39% | $5M | 117.3K | Q2 2026 |
| CVA Family Office, LLC$950M AUM | 0.38% | $4M | 107.1K | Q1 2026OLDER |
| Seven Springs Wealth Group, LLC$432M AUM | 0.37% | $2M | 47.7K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.37% | $796,152 | 23.5K | Q1 2026OLDER |
| Frankly Finances, LLC$110M AUM | 0.37% | $405,744 | 12.0K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.35% | $11M | 335.7K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 0.35% | $814,422 | 24.1K | Q1 2026OLDER |
| Sincerus Advisory, LLC$147M AUM | 0.35% | $517,305 | 12.9K | Q2 2026 |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.35% | $5M | 140.6K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.35% | $36M | 1.05M | Q1 2026OLDER |
| Heritage Investment Group, Inc.$661M AUM | 0.34% | $2M | 67.3K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.34% | $3M | 85.1K | Q2 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.33% | $29M | 850.8K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.33% | $24M | 608.0K | Q2 2026 |
| Level Wealth Management LLC$213M AUM | 0.33% | $709,116 | 20.9K | Q1 2026OLDER |
| Fort Vancouver Investment Management, LLC$197M AUM | 0.33% | $644,289 | 19.0K | Q1 2026OLDER |
| Fortress Wealth Management, Inc.$225M AUM | 0.33% | $731,047 | 23.2K | Q3 2025OLDER |
| American Investment Services, Inc.$448M AUM | 0.32% | $1M | 42.8K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.32% | $1M | 39.2K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 0.32% | $2M | 67.3K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.32% | $12M | 342.0K | Q1 2026OLDER |
| Cannon Financial Strategists, Inc.$761M AUM | 0.32% | $2M | 71.0K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.32% | $3M | 79.7K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.31% | $2M | 65.3K | Q1 2026OLDER |
| Longview Financial Advisors LLC$184M AUM | 0.30% | $552,291 | 16.3K | Q1 2026OLDER |
| Cascade Wealth Advisors, Inc$228M AUM | 0.30% | $677,773 | 16.9K | Q1 2026OLDER |
| Friday Financial$373M AUM | 0.30% | $1M | 28.5K | Q2 2026 |
| Three Arch Wealth Management LLC$556M AUM | 0.30% | $2M | 48.5K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.29% | $781,610 | 22.9K | Q1 2026OLDER |
| Highland Financial Advisors, LLC$455M AUM | 0.29% | $1M | 33.3K | Q2 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.29% | $18M | 539.9K | Q1 2026OLDER |
| J. R. Prunier Capital Management LLC$235M AUM | 0.29% | $681,110 | 20.1K | Q2 2026 |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.29% | $1M | 39.0K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.28% | $3M | 78.6K | Q2 2026 |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 0.28% | $352,991 | 10.4K | Q1 2026OLDER |
| HMV Wealth Advisors, LLC$213M AUM | 0.28% | $590,248 | 17.4K | Q1 2026OLDER |
| Elser Financial Planning, Inc$2.1B AUM | 0.28% | $6M | 170.3K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.27% | $1M | 29.7K | Q1 2026OLDER |
| Cypress Point Wealth Management, LLC$464M AUM | 0.27% | $1M | 36.8K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.27% | $484,107 | 14.3K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.27% | $946,406 | 25.0K | Q1 2026OLDER |
| Heritage Financial Services, LLC$1.2B AUM | 0.27% | $3M | 98.2K | Q4 2025OLDER |
| PFG Advisors$2.1B AUM | 0.27% | $5M | 161.8K | Q1 2026OLDER |
| Flagstone Financial Management$403M AUM | 0.26% | $1M | 31.4K | Q1 2026OLDER |
| tru Independence LLC$202M AUM | 0.26% | $519,694 | 15.3K | Q1 2026OLDER |
| Eastover Investment Advisors LLC$233M AUM | 0.25% | $594,920 | 17.6K | Q1 2026OLDER |
| QUARRY HILL ADVISORS, LLC$243M AUM | 0.25% | $612,696 | 16.2K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.25% | $3M | 80.8K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.25% | $21M | 606.1K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.24% | $2M | 51.1K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 0.24% | $1M | 33.7K | Q1 2026OLDER |
| Eaton-Cambridge Inc.$320M AUM | 0.23% | $750,439 | 22.2K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.23% | $492,900 | 14.6K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.23% | $301,427 | 9.6K | Q3 2025OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 0.23% | $313,882 | 9.3K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.22% | $5M | 146.5K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.21% | $2M | 60.1K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.21% | $336,891 | 9.9K | Q1 2026OLDER |
| Financial Harvest, LLC$170M AUM | 0.21% | $360,304 | 10.6K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.21% | $23M | 679.7K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.21% | $3M | 71.4K | Q2 2026 |
| SouthState Bank Corp$2.1B AUM | 0.21% | $4M | 131.7K | Q1 2026OLDER |
| Westwood Wealth Management$255M AUM | 0.21% | $273,816 | 8.4K | Q4 2025OLDER |
| Seneschal Advisors, LLC$135M AUM | 0.20% | $272,032 | 8.0K | Q1 2026OLDER |
| Strategent Financial, LLC$147M AUM | 0.20% | $287,336 | 8.5K | Q1 2026OLDER |
| Corus Family Wealth Advisors$123M AUM | 0.20% | $265,291 | 8.4K | Q3 2025OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.19% | $2M | 70.7K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.19% | $7M | 201.8K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.19% | $1M | 34.0K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.19% | $394,715 | 11.7K | Q1 2026OLDER |
| Lionshead Wealth Management, LLC$136M AUM | 0.19% | $251,715 | 7.4K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.18% | $2M | 67.7K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.18% | $2M | 68.3K | Q4 2025OLDER |
| Aerodigm Wealth, LLC$266M AUM | 0.18% | $480,169 | 14.2K | Q1 2026OLDER |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$112M AUM | 0.18% | $200,096 | 5.9K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.18% | $10M | 265.9K | Q1 2026OLDER |
| SEMITAM BONAM LLC$122M AUM | 0.18% | $214,639 | 6.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.17% | $6M | 169.1K | Q1 2026OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.17% | $615,715 | 18.2K | Q1 2026OLDER |
| Integrity Investment Advisors, LLC$184M AUM | 0.17% | $317,107 | 9.4K | Q1 2026OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.17% | $317,395 | 9.4K | Q1 2026OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.17% | $788,058 | 23.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.17% | $144M | 4.26M | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.16% | $238,358 | 7.0K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.16% | $938,906 | 27.7K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.16% | $21M | 627.1K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.16% | $3M | 80.9K | Q2 2026 |
| Pillar Financial Advisors, LLC$171M AUM | 0.16% | $269,358 | 8.0K | Q1 2026OLDER |
| Vilga Financial Planning LLC$132M AUM | 0.16% | $207,644 | 5.2K | Q2 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 0.15% | $3M | 85.3K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 0.15% | $521,135 | 13.9K | Q1 2026OLDER |
| CLG LLC$403M AUM | 0.15% | $621,771 | 18.4K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.15% | $434,421 | 12.8K | Q1 2026OLDER |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 0.15% | $327,220 | 9.7K | Q1 2026OLDER |
| G2 CAPITAL MANAGEMENT, LLC / OH$411M AUM | 0.15% | $632,546 | 18.7K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.15% | $518,923 | 15.3K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.15% | $456,651 | 13.5K | Q1 2026OLDER |
| SCRATCH CAPITAL LLC$175M AUM | 0.15% | $262,957 | 7.8K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.15% | $4M | 109.2K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.15% | $312,257 | 9.2K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 0.15% | $796,273 | 23.5K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 0.14% | $398,454 | 11.8K | Q1 2026OLDER |
| Matisse Capital$234M AUM | 0.14% | $328,002 | 9.7K | Q1 2026OLDER |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 0.14% | $208,913 | 6.2K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 0.14% | $402,925 | 11.9K | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.14% | $928,001 | 27.4K | Q1 2026OLDER |
| Peirce Capital Management, LLC$256M AUM | 0.13% | $344,864 | 10.2K | Q1 2026OLDER |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 0.13% | $258,216 | 7.6K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.13% | $378,690 | 11.2K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.13% | $580,663 | 14.4K | Q2 2026 |
| Plancorp, LLC$3.5B AUM | 0.13% | $5M | 125.5K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.13% | $348,555 | 10.3K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.13% | $1M | 33.1K | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.13% | $652,110 | 19.3K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.13% | $419,783 | 12.4K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.12% | $2M | 56.1K | Q1 2026OLDER |
| Abacus Planning Group, Inc.$743M AUM | 0.12% | $902,892 | 26.7K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.12% | $569,018 | 16.8K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.12% | $327,054 | 9.7K | Q1 2026OLDER |
| Gemmer Asset Management LLC$1.3B AUM | 0.11% | $1M | 43.0K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.11% | $2M | 63.2K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.11% | $2M | 64.9K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.11% | $593,652 | 17.5K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.11% | $209,661 | 6.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.11% | $43M | 1.27M | Q1 2026OLDER |
| Morton Capital Management LLC/CA$672M AUM | 0.11% | $753,412 | 22.3K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.11% | $440,045 | 13.0K | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 0.11% | $675,856 | 20.0K | Q1 2026OLDER |
| Ruedi Wealth Management, Inc.$388M AUM | 0.11% | $431,667 | 12.7K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.11% | $78M | 2.32M | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.11% | $21M | 616.7K | Q1 2026OLDER |
| LANDMARK WEALTH MANAGEMENT, INC.$265M AUM | 0.11% | $292,652 | 8.6K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 0.11% | $284,743 | 9.0K | Q3 2025OLDER |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$350M AUM | 0.11% | $379,186 | 11.2K | Q1 2026OLDER |
| Presidio Capital Management, LLC$344M AUM | 0.11% | $373,560 | 11.0K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.11% | $507,739 | 15.0K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.11% | $2M | 56.5K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.11% | $317,370 | 9.4K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.10% | $3M | 96.7K | Q1 2026OLDER |
| Citrine Capital LLC$231M AUM | 0.10% | $234,243 | 6.9K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 0.10% | $298,146 | 9.2K | Q4 2025OLDER |
| Fielder Capital Group LLC$459M AUM | 0.10% | $453,284 | 13.4K | Q1 2026OLDER |
| Partners in Financial Planning$603M AUM | 0.10% | $594,039 | 17.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.10% | $10M | 305.4K | Q1 2026OLDER |
| WADDELL & ASSOCIATES, LLC$1.8B AUM | 0.10% | $2M | 51.4K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.10% | $3M | 85.0K | Q3 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.09% | $1M | 38.2K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.09% | $1M | 36.5K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.09% | $726,636 | 21.5K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.09% | $16M | 478.6K | Q1 2026OLDER |
| Second Half Financial Partners, LLC$222M AUM | 0.09% | $200,383 | 5.9K | Q1 2026OLDER |
| Park Edge Advisors, LLC$434M AUM | 0.09% | $375,135 | 11.1K | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.09% | $897,324 | 26.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.08% | $80M | 2.35M | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.08% | $156,850 | 4.6K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.08% | $3M | 92.5K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.08% | $17M | 500.3K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.08% | $2M | 60.8K | Q1 2026OLDER |
| Rather & Kittrell, Inc.$648M AUM | 0.08% | $532,178 | 15.7K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.08% | $6M | 187.8K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.08% | $73M | 2.15M | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.08% | $56M | 1.65M | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.08% | $17M | 498.2K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.08% | $2M | 65.0K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.08% | $253,539 | 7.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.08% | $13M | 395.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.07% | $839,479 | 24.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.07% | $70M | 2.07M | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.07% | $136,320 | 4.0K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.07% | $311,072 | 9.2K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.07% | $9M | 262.5K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.07% | $3M | 92.8K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.07% | $421,674 | 12.4K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.07% | $45M | 1.34M | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.07% | $542,201 | 16.0K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.07% | $1M | 31.3K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 0.06% | $382,257 | 11.3K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.06% | $1M | 30.2K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.06% | $686,376 | 20.3K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.06% | $546,609 | 13.6K | Q2 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.06% | $4M | 107.0K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.06% | $562,522 | 14.0K | Q2 2026 |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.06% | $795,203 | 23.5K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.06% | $298,510 | 8.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.06% | $91M | 2.68M | Q1 2026OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.06% | $614,325 | 18.1K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.05% | $14M | 443.3K | Q3 2025OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.05% | $2M | 52.6K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.05% | $10M | 287.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.05% | $26M | 763.5K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.05% | $2M | 42.7K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.05% | $2M | 49.0K | Q1 2026OLDER |
| Liberty Capital Management, Inc.$537M AUM | 0.05% | $272,155 | 8.4K | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.05% | $12M | 343.8K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.05% | $3M | 80.6K | Q1 2026OLDER |
| Tanager Wealth Management LLP$1.0B AUM | 0.05% | $508,144 | 15.0K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.05% | $7M | 192.3K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.05% | $140,185 | 4.1K | Q1 2026OLDER |
| Blume Capital Management, Inc.$588M AUM | 0.05% | $282,867 | 8.4K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.05% | $342,494 | 10.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.05% | $6M | 173.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.05% | $2M | 63.9K | Q1 2026OLDER |
| Hill Investment Group Partners, LLC$906M AUM | 0.05% | $377,666 | 12.0K | Q3 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.05% | $651,489 | 19.2K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.05% | $1M | 32.2K | Q4 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.04% | $124,146 | 3.9K | Q3 2025OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.04% | $260,722 | 7.7K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.04% | $533,330 | 16.9K | Q3 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.04% | $336,882 | 9.9K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.04% | $400,845 | 11.8K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.04% | $4M | 110.2K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.04% | $4M | 103.8K | Q1 2026OLDER |
| MAYPORT, LLC$538M AUM | 0.04% | $214,469 | 6.3K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 0.04% | $57,533 | 1.4K | Q1 2026OLDER |
| EQ WEALTH ADVISORS, LLC$171M AUM | 0.04% | $65,173 | 2.0K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $27M | 806.6K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.04% | $8M | 232.7K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.04% | $182,322 | 5.3K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.