DIMENSIONAL ETF TRUST
CUSIP 25434V799
Dimensional Etf Trust has 605 institutional holders in Filings Flow’s 13F database, together reporting 302.09M shares worth $10.3B as of Q1 2026. The largest reported holders are Mercer Global Advisors Inc /Adv, Forum Financial Management, LP, and Envestnet Asset Management Inc.
Institutional Holders
605
Q1 2026
Reported Value
$10.3B
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Miramar Fiduciary Corp$122M AUM | 55.80% | $68M | 1.92M | Q1 2026OLDER |
| CAPSTONE CAPITAL LLC$155M AUM | 24.12% | $37M | 1.05M | Q1 2026OLDER |
| Aspen Capital Management, LLC$404M AUM | 20.02% | $81M | 2.28M | Q1 2026OLDER |
| Tencap Wealth Coaching, LLC$266M AUM | 19.56% | $52M | 1.46M | Q1 2026OLDER |
| Tassel Capital Management, Inc.$184M AUM | 18.72% | $34M | 970.1K | Q1 2026OLDER |
| Verisail Partners, LLC$246M AUM | 18.18% | $45M | 1.26M | Q1 2026OLDER |
| New Dimensions Wealth Management, LLC$118M AUM | 18.03% | $21M | 596.5K | Q1 2026OLDER |
| Syverson Strege & Co$416M AUM | 17.35% | $72M | 2.03M | Q1 2026OLDER |
| SwitchPoint Financial Planning, LLC$147M AUM | 16.94% | $25M | 703.1K | Q1 2026OLDER |
| Kooman & Associates$335M AUM | 16.64% | $56M | 1.57M | Q1 2026OLDER |
| Cannon Financial Strategists, Inc.$761M AUM | 16.14% | $123M | 3.46M | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 16.06% | $106M | 3.24M | Q3 2025OLDER |
| Rachor Investment Advisory Services, LLC$190M AUM | 14.94% | $28M | 800.2K | Q1 2026OLDER |
| Leading Edge Financial Planning LLC$475M AUM | 14.63% | $70M | 1.96M | Q1 2026OLDER |
| RW Investment Management LLC$1.0B AUM | 14.56% | $150M | 4.23M | Q1 2026OLDER |
| BCU Wealth Advisors, LLC$268M AUM | 14.21% | $38M | 1.07M | Q1 2026OLDER |
| Eaton-Cambridge Inc.$320M AUM | 14.16% | $45M | 1.27M | Q1 2026OLDER |
| Vannoy Advisory Group, Inc.$158M AUM | 13.91% | $22M | 618.3K | Q1 2026OLDER |
| WPWealth LLP$654M AUM | 13.68% | $90M | 2.52M | Q1 2026OLDER |
| Your Advocates Ltd., LLP$328M AUM | 13.55% | $44M | 1.25M | Q1 2026OLDER |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 12.87% | $53M | 1.42M | Q2 2026 |
| Alpha Financial Advisors, LLC$326M AUM | 12.63% | $41M | 1.16M | Q1 2026OLDER |
| Rather & Kittrell, Inc.$648M AUM | 12.40% | $80M | 2.26M | Q1 2026OLDER |
| ACORN CREEK CAPITAL LLC$280M AUM | 11.42% | $32M | 900.5K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 11.30% | $125M | 3.52M | Q1 2026OLDER |
| Pillar Financial Advisors, LLC$171M AUM | 11.26% | $19M | 542.1K | Q1 2026OLDER |
| BCO Wealth Management LLC$166M AUM | 11.06% | $18M | 518.1K | Q1 2026OLDER |
| Summit Financial Strategies, Inc.$1.3B AUM | 10.88% | $138M | 3.89M | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 10.87% | $50M | 1.42M | Q1 2026OLDER |
| Pine Harbor Wealth Management, LLC$334M AUM | 10.82% | $36M | 1.02M | Q1 2026OLDER |
| SCRATCH CAPITAL LLC$175M AUM | 10.70% | $19M | 525.9K | Q1 2026OLDER |
| EnRich Financial Partners LLC$377M AUM | 10.56% | $40M | 1.12M | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 10.47% | $38M | 1.06M | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 10.23% | $38M | 1.06M | Q1 2026OLDER |
| Quantum Financial Planning Services, Inc.$278M AUM | 10.16% | $28M | 795.8K | Q1 2026OLDER |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$112M AUM | 10.13% | $11M | 320.6K | Q1 2026OLDER |
| Stordahl Capital Management, Inc.$486M AUM | 9.96% | $48M | 1.36M | Q1 2026OLDER |
| Straight Path Wealth Management$374M AUM | 9.90% | $37M | 1.04M | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 9.89% | $50M | 1.40M | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 9.67% | $159M | 4.47M | Q1 2026OLDER |
| SageOak Financial, LLC$142M AUM | 9.59% | $14M | 384.3K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 9.49% | $22M | 623.5K | Q1 2026OLDER |
| HILL ISLAND FINANCIAL LLC$412M AUM | 9.47% | $39M | 1.10M | Q1 2026OLDER |
| Vestment Financial LLC$212M AUM | 9.28% | $20M | 520.5K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 9.20% | $31M | 872.8K | Q1 2026OLDER |
| Hippocratic Financial Advisors, LLC$228M AUM | 8.94% | $20M | 573.8K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 8.93% | $33M | 916.9K | Q1 2026OLDER |
| Wheels Up Wealth, Inc.$106M AUM | 8.69% | $9M | 260.0K | Q1 2026OLDER |
| Pacific Asset Management, LLC$179M AUM | 8.65% | $15M | 436.2K | Q1 2026OLDER |
| United Wealth Management, LLC$402M AUM | 8.65% | $35M | 979.6K | Q1 2026OLDER |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 8.55% | $18M | 574.8K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 8.49% | $70M | 1.96M | Q1 2026OLDER |
| Ridgeline Wealth, LLC$171M AUM | 8.36% | $14M | 383.5K | Q2 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 8.35% | $16M | 451.2K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 8.22% | $24M | 683.7K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 8.15% | $576M | 16.22M | Q1 2026OLDER |
| Wealth Advisors Northwest LLC$238M AUM | 8.05% | $19M | 540.4K | Q1 2026OLDER |
| Hill Investment Group Partners, LLC$906M AUM | 8.00% | $72M | 2.04M | Q1 2026OLDER |
| RS CRUM INC.$517M AUM | 7.99% | $41M | 1.16M | Q1 2026OLDER |
| Sensible Money, LLC$329M AUM | 7.83% | $26M | 724.1K | Q1 2026OLDER |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC$232M AUM | 7.64% | $18M | 498.9K | Q1 2026OLDER |
| QUARRY HILL ADVISORS, LLC$243M AUM | 7.62% | $19M | 487.6K | Q1 2026OLDER |
| Cravens & Co Advisors, LLC$154M AUM | 7.61% | $12M | 329.5K | Q1 2026OLDER |
| Financial Harvest, LLC$170M AUM | 7.54% | $13M | 360.6K | Q1 2026OLDER |
| Fort Vancouver Investment Management, LLC$197M AUM | 7.52% | $15M | 417.1K | Q1 2026OLDER |
| HTG Investment Advisors, Inc.$352M AUM | 7.52% | $26M | 743.7K | Q1 2026OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 6.98% | $78M | 2.19M | Q1 2026OLDER |
| Hiley Hunt Wealth Management$253M AUM | 6.81% | $17M | 462.4K | Q2 2026 |
| Mattern Wealth Management LLC$513M AUM | 6.81% | $35M | 982.3K | Q1 2026OLDER |
| Prospect Financial Group LLC$108M AUM | 6.73% | $7M | 205.2K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 6.73% | $93M | 2.61M | Q1 2026OLDER |
| Foundry Financial LLC$236M AUM | 6.59% | $16M | 437.9K | Q1 2026OLDER |
| Hurlow Wealth Management Group, Inc.$420M AUM | 6.57% | $28M | 776.5K | Q1 2026OLDER |
| Capstone Wealth Management, Inc.$118M AUM | 6.47% | $8M | 211.9K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 6.45% | $22M | 607.9K | Q1 2026OLDER |
| Sterling Wealth Advisors Inc$175M AUM | 6.39% | $11M | 296.3K | Q1 2026OLDER |
| Mills Wealth Advisors LLC$318M AUM | 6.24% | $20M | 531.4K | Q2 2026 |
| Signature Resources Capital Management, LLC$211M AUM | 6.23% | $13M | 369.9K | Q1 2026OLDER |
| Applied Capital LLC$268M AUM | 6.07% | $16M | 457.7K | Q1 2026OLDER |
| TANDEMGROWTH FINANCIAL ADVISORS LLC$106M AUM | 6.03% | $6M | 180.3K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 5.99% | $86M | 2.41M | Q1 2026OLDER |
| Kane Co Wealth Management, Inc.$119M AUM | 5.91% | $7M | 197.3K | Q1 2026OLDER |
| HEFFERNAN ADVISORY, INC$108M AUM | 5.84% | $6M | 177.2K | Q1 2026OLDER |
| Financial Plan, Inc.$933M AUM | 5.77% | $54M | 1.52M | Q1 2026OLDER |
| Symmetry Partners, LLC$1.8B AUM | 5.74% | $101M | 2.83M | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 5.60% | $11M | 303.9K | Q1 2026OLDER |
| Trust Co of the South$710M AUM | 5.59% | $40M | 1.07M | Q2 2026 |
| Financial Symmetry Inc$281M AUM | 5.53% | $16M | 416.1K | Q1 2026OLDER |
| Burton Enright Welch$736M AUM | 5.52% | $41M | 1.14M | Q1 2026OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 5.43% | $8M | 225.8K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 5.42% | $21M | 580.8K | Q1 2026OLDER |
| North Ridge Wealth Advisors, Inc.$178M AUM | 5.36% | $10M | 268.0K | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 5.30% | $49M | 1.39M | Q1 2026OLDER |
| LifeGuide Financial Advisors, LLC$351M AUM | 5.28% | $19M | 497.5K | Q2 2026 |
| SC&H Financial Advisors, Inc.$663M AUM | 5.16% | $34M | 963.8K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 5.06% | $13M | 353.1K | Q1 2026OLDER |
| Physician Wealth Solutions Inc.$242M AUM | 5.05% | $12M | 343.3K | Q1 2026OLDER |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 5.00% | $9M | 245.6K | Q1 2026OLDER |
| Moss Adams Wealth Advisors LLC$1.4B AUM | 4.84% | $66M | 1.86M | Q1 2026OLDER |
| JMG Financial Group, Ltd.$3.6B AUM | 4.68% | $170M | 4.79M | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 4.65% | $6M | 172.4K | Q1 2026OLDER |
| VeraBank, N.A.$546M AUM | 4.61% | $25M | 709.2K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 4.57% | $13M | 366.9K | Q1 2026OLDER |
| Timonier Family Office, LTD.$315M AUM | 4.53% | $14M | 414.2K | Q4 2025OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 4.51% | $29M | 806.0K | Q1 2026OLDER |
| Rockwood Wealth Management, LLC$1.4B AUM | 4.51% | $63M | 1.77M | Q1 2026OLDER |
| Ponta Wealth Partners, LLC$124M AUM | 4.48% | $6M | 157.1K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 4.46% | $15M | 413.3K | Q1 2026OLDER |
| JDH Wealth Management, LLC$148M AUM | 4.46% | $7M | 186.0K | Q1 2026OLDER |
| Plum Street Advisors, LLC$289M AUM | 4.28% | $12M | 347.9K | Q1 2026OLDER |
| Cypress Point Wealth Management, LLC$464M AUM | 4.21% | $20M | 549.9K | Q1 2026OLDER |
| Ruedi Wealth Management, Inc.$388M AUM | 4.20% | $16M | 458.8K | Q1 2026OLDER |
| FMB WEALTH MANAGEMENT$242M AUM | 4.11% | $10M | 279.6K | Q1 2026OLDER |
| MJP ASSOCIATES INC /ADV$824M AUM | 4.10% | $34M | 949.5K | Q1 2026OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 3.98% | $38M | 1.08M | Q1 2026OLDER |
| Corus Family Wealth Advisors$123M AUM | 3.98% | $5M | 137.6K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 3.86% | $29M | 822.9K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 3.86% | $21M | 593.6K | Q1 2026OLDER |
| Blume Capital Management, Inc.$588M AUM | 3.84% | $23M | 635.1K | Q1 2026OLDER |
| Strategent Financial, LLC$147M AUM | 3.81% | $6M | 158.1K | Q1 2026OLDER |
| Elser Financial Planning, Inc$2.1B AUM | 3.75% | $77M | 2.17M | Q1 2026OLDER |
| Watchman Group, Inc.$413M AUM | 3.72% | $15M | 432.7K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 3.72% | $131M | 3.50M | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 3.71% | $21M | 578.8K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 3.65% | $23M | 696.7K | Q3 2025OLDER |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 3.62% | $8M | 216.6K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 3.53% | $113M | 3.17M | Q1 2026OLDER |
| Tillman Hartley LLC$398M AUM | 3.43% | $14M | 384.0K | Q1 2026OLDER |
| American Trust$1.1B AUM | 3.42% | $39M | 1.09M | Q1 2026OLDER |
| Vistica Wealth Advisors, LLC$100M AUM | 3.37% | $3M | 95.1K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 3.36% | $13M | 336.6K | Q2 2026 |
| Approach Retirement Advisors, LLC$120M AUM | 3.27% | $4M | 110.7K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 3.15% | $14M | 397.6K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 3.11% | $74M | 2.08M | Q1 2026OLDER |
| Five Oceans Advisors$276M AUM | 2.94% | $8M | 228.7K | Q1 2026OLDER |
| BDFS Capital LLC$208M AUM | 2.94% | $6M | 171.7K | Q1 2026OLDER |
| Longview Financial Advisors LLC$184M AUM | 2.91% | $5M | 150.5K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 2.89% | $18M | 502.3K | Q1 2026OLDER |
| BluePrint Investing LLC$126M AUM | 2.85% | $4M | 100.8K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 2.83% | $27M | 755.9K | Q1 2026OLDER |
| Heritage Investment Group, Inc.$661M AUM | 2.79% | $18M | 518.7K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 2.62% | $12M | 346.2K | Q1 2026OLDER |
| Avant Financial Advisors LLC$161M AUM | 2.61% | $4M | 112.3K | Q2 2026 |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 2.58% | $9M | 246.0K | Q1 2026OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 2.56% | $4M | 117.2K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 2.55% | $18M | 509.9K | Q1 2026OLDER |
| Austin Asset Management Co Inc$608M AUM | 2.54% | $15M | 434.5K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 2.53% | $179M | 4.77M | Q2 2026 |
| marrick wealth, LLC$119M AUM | 2.46% | $3M | 82.4K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 2.44% | $34M | 946.8K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 2.39% | $5M | 150.1K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 2.31% | $23M | 636.5K | Q1 2026OLDER |
| Family Office Research LLC$230M AUM | 2.31% | $5M | 149.8K | Q1 2026OLDER |
| TFO Wealth Partners, LLC$735M AUM | 2.30% | $17M | 476.2K | Q1 2026OLDER |
| GEM Asset Management, LLC$227M AUM | 2.27% | $5M | 144.9K | Q1 2026OLDER |
| Porter White Investment Advisors, Inc.$250M AUM | 2.27% | $6M | 159.2K | Q1 2026OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 2.14% | $5M | 146.1K | Q2 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 2.12% | $41M | 1.15M | Q1 2026OLDER |
| Trailhead Planners LLC$104M AUM | 2.07% | $2M | 60.7K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 2.04% | $23M | 611.6K | Q2 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 2.02% | $1.4B | 38.46M | Q1 2026OLDER |
| Great Waters Wealth Management$1.1B AUM | 1.98% | $21M | 574.5K | Q2 2026 |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 1.95% | $16M | 439.1K | Q1 2026OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 1.93% | $3M | 75.2K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 1.93% | $4M | 99.5K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 1.89% | $28M | 790.6K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 1.89% | $7M | 196.0K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 1.89% | $3M | 70.5K | Q2 2026 |
| Tilson Financial Group, Inc.$333M AUM | 1.81% | $6M | 170.1K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 1.76% | $30M | 778.8K | Q1 2026OLDER |
| PCA Investment Advisory Services Inc.$300M AUM | 1.74% | $5M | 146.5K | Q1 2026OLDER |
| INTEGRATED WEALTHCARE, LLC$120M AUM | 1.72% | $2M | 57.9K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 1.70% | $3M | 83.6K | Q1 2026OLDER |
| B&D White Capital Company, LLC$809M AUM | 1.67% | $14M | 381.0K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 1.64% | $87M | 2.46M | Q1 2026OLDER |
| Gordian Advisors LLC$150M AUM | 1.63% | $2M | 69.0K | Q1 2026OLDER |
| Efficient Advisors, LLC$1.4B AUM | 1.63% | $23M | 646.2K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 1.62% | $3M | 103.1K | Q3 2025OLDER |
| Grunden Financial Advisory, Inc.$256M AUM | 1.61% | $4M | 119.8K | Q4 2025OLDER |
| Integras Partners LLC$152M AUM | 1.61% | $2M | 68.9K | Q1 2026OLDER |
| E-Wealth Partners, LLC$124M AUM | 1.61% | $2M | 56.0K | Q2 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 1.57% | $91M | 2.56M | Q1 2026OLDER |
| Truepoint, Inc.$4.5B AUM | 1.55% | $70M | 1.96M | Q1 2026OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 1.54% | $12M | 335.6K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 1.52% | $28M | 798.9K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 1.52% | $3M | 86.0K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 1.52% | $4M | 119.6K | Q3 2025OLDER |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 1.51% | $8M | 222.3K | Q1 2026OLDER |
| DBK Financial Counsel, LLC$132M AUM | 1.50% | $2M | 55.7K | Q2 2026 |
| Essential Planning, LLC.$315M AUM | 1.47% | $5M | 130.2K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 1.47% | $30M | 805.0K | Q2 2026 |
| Vigil Wealth Management, LLC$124M AUM | 1.45% | $2M | 50.5K | Q1 2026OLDER |
| Daner Wealth Management, LLC$170M AUM | 1.45% | $2M | 64.9K | Q1 2026OLDER |
| Gemmer Asset Management LLC$1.3B AUM | 1.40% | $18M | 498.4K | Q1 2026OLDER |
| ENTREWEALTH, LLC$223M AUM | 1.37% | $3M | 86.1K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 1.37% | $6M | 171.1K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 1.36% | $4M | 108.5K | Q1 2026OLDER |
| Austin Wealth Management, LLC$440M AUM | 1.34% | $6M | 163.4K | Q1 2026OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 1.31% | $1M | 41.4K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 1.23% | $2M | 64.4K | Q1 2026OLDER |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 1.18% | $55M | 1.55M | Q1 2026OLDER |
| Parkwoods Wealth Partners, LLC$408M AUM | 1.17% | $5M | 134.2K | Q1 2026OLDER |
| GEN Financial Management, INC.$162M AUM | 1.16% | $2M | 52.8K | Q1 2026OLDER |
| Coyle Financial Counsel LLC$473M AUM | 1.16% | $5M | 154.3K | Q1 2026OLDER |
| Peirce Capital Management, LLC$256M AUM | 1.09% | $3M | 78.1K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 1.07% | $34M | 967.6K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 1.04% | $32M | 862.0K | Q1 2026OLDER |
| Amicus Financial Advisors, LLC$363M AUM | 1.03% | $4M | 105.4K | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 1.02% | $55M | 1.55M | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 1.00% | $18M | 503.7K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 1.00% | $18M | 494.7K | Q1 2026OLDER |
| MB Generational Wealth, LLC$181M AUM | 0.99% | $2M | 50.6K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.99% | $3M | 76.2K | Q1 2026OLDER |
| Squire Investment Management Company, LLC$360M AUM | 0.99% | $4M | 100.2K | Q1 2026OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 0.96% | $11M | 286.2K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.91% | $11M | 321.5K | Q1 2026OLDER |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 0.90% | $3M | 96.3K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.89% | $24M | 662.3K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.82% | $938,189 | 26.4K | Q1 2026OLDER |
| Tandem Financial, LLC$314M AUM | 0.82% | $3M | 72.5K | Q1 2026OLDER |
| Astra Wealth Partners LLC$168M AUM | 0.80% | $1M | 37.9K | Q1 2026OLDER |
| Hills Bank & Trust Co$2.1B AUM | 0.79% | $16M | 460.1K | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 0.78% | $2M | 58.2K | Q1 2026OLDER |
| Avise Financial Cooperative, Inc.$121M AUM | 0.77% | $936,382 | 26.4K | Q1 2026OLDER |
| Envision Financial Planning, LLC$276M AUM | 0.76% | $2M | 59.3K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.76% | $1M | 38.9K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.75% | $5M | 133.6K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.74% | $4M | 113.0K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.72% | $74M | 2.07M | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.71% | $5M | 151.7K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.71% | $25M | 711.1K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.68% | $62M | 1.74M | Q1 2026OLDER |
| WealthSpring Partners, LLC$109M AUM | 0.65% | $710,600 | 20.0K | Q1 2026OLDER |
| VISTA CAPITAL PARTNERS, INC.$994M AUM | 0.65% | $6M | 181.7K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.65% | $4M | 121.4K | Q1 2026OLDER |
| IF Advisors, LLC$141M AUM | 0.65% | $913,121 | 25.7K | Q1 2026OLDER |
| HFG Wealth Management, LLC$182M AUM | 0.63% | $1M | 32.3K | Q1 2026OLDER |
| Parkshore Wealth Management, Inc.$299M AUM | 0.58% | $2M | 49.2K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.58% | $5M | 142.8K | Q1 2026OLDER |
| Note Advisors, LLC$200M AUM | 0.57% | $1M | 32.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.57% | $19M | 526.5K | Q1 2026OLDER |
| Asset Advisory Group, Inc.$229M AUM | 0.57% | $1M | 35.0K | Q2 2026 |
| Landing Point Financial Group, LLC$206M AUM | 0.57% | $1M | 33.0K | Q1 2026OLDER |
| Oceanside Advisors LLC$175M AUM | 0.56% | $989,291 | 27.8K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.56% | $2M | 45.8K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.56% | $1M | 41.2K | Q1 2026OLDER |
| KOM Wealth Management Group, LLC$147M AUM | 0.55% | $807,336 | 22.7K | Q1 2026OLDER |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 0.55% | $6M | 162.7K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.55% | $2M | 40.9K | Q2 2026 |
| Estate Counselors, LLC$1.1B AUM | 0.52% | $6M | 165.9K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.51% | $3M | 69.8K | Q2 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.51% | $14M | 397.8K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.51% | $1M | 40.6K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.51% | $5M | 132.6K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.50% | $4M | 126.6K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.50% | $22M | 604.4K | Q1 2026OLDER |
| Envision Financial LLC$186M AUM | 0.50% | $929,429 | 26.2K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 0.50% | $2M | 46.0K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.50% | $12M | 349.2K | Q1 2026OLDER |
| First Financial Group Corp$122M AUM | 0.49% | $605,964 | 17.1K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.49% | $92M | 2.60M | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.48% | $4M | 122.0K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.48% | $9M | 258.8K | Q1 2026OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.47% | $2M | 63.9K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 0.47% | $667,517 | 18.8K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.46% | $6M | 164.3K | Q1 2026OLDER |
| 25 LLC$324M AUM | 0.45% | $1M | 41.4K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.45% | $2M | 42.5K | Q1 2026OLDER |
| RHL GROUP, LLC$117M AUM | 0.44% | $515,452 | 14.5K | Q1 2026OLDER |
| Oath Planning, LLC$113M AUM | 0.43% | $487,933 | 13.7K | Q1 2026OLDER |
| NorthAvenue LLC$126M AUM | 0.42% | $524,850 | 14.8K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 0.41% | $3M | 82.2K | Q1 2026OLDER |
| Mustard Seed Financial, LLC$167M AUM | 0.41% | $678,481 | 19.1K | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 0.41% | $3M | 76.5K | Q3 2025OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.40% | $2M | 44.7K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.40% | $21M | 566.6K | Q2 2026 |
| OneAscent Family Office, LLC$143M AUM | 0.40% | $572,055 | 16.1K | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.40% | $6M | 163.5K | Q1 2026OLDER |
| Hartmann Taylor Wealth Management, LLC$151M AUM | 0.38% | $570,434 | 16.1K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.37% | $37M | 1.04M | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.37% | $92M | 2.60M | Q1 2026OLDER |
| Disciplined Equity Management, Inc.$199M AUM | 0.36% | $720,549 | 20.3K | Q1 2026OLDER |
| Westwood Wealth Management$255M AUM | 0.36% | $475,617 | 13.8K | Q4 2025OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.36% | $954,888 | 26.9K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.36% | $954,888 | 26.9K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.35% | $752,241 | 21.2K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.35% | $992,024 | 27.9K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.32% | $3M | 72.2K | Q1 2026OLDER |
| Lionshead Wealth Management, LLC$136M AUM | 0.32% | $437,374 | 12.3K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.32% | $984,323 | 27.7K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.32% | $2M | 51.2K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.31% | $14M | 381.8K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.31% | $2M | 56.6K | Q1 2026OLDER |
| Platform Wealth Management, LLC$376M AUM | 0.30% | $1M | 33.2K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.30% | $24M | 687.0K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.30% | $934,744 | 27.1K | Q4 2025OLDER |
| Life Planning Partners, Inc$131M AUM | 0.30% | $389,409 | 11.0K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.29% | $541,384 | 15.2K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 0.28% | $656,799 | 18.5K | Q1 2026OLDER |
| HBE Wealth Management, LLC$115M AUM | 0.28% | $320,354 | 9.0K | Q1 2026OLDER |
| Babb Wealth Advisors LLC$183M AUM | 0.28% | $509,713 | 14.3K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.28% | $824,367 | 23.2K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.28% | $10M | 292.9K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.28% | $3M | 71.9K | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.26% | $5M | 139.1K | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 0.26% | $2M | 44.5K | Q1 2026OLDER |
| Old Peak Finance LLC$171M AUM | 0.26% | $446,085 | 12.6K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.25% | $424,514 | 11.9K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.25% | $23M | 650.3K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.25% | $1M | 35.3K | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.24% | $502,998 | 14.2K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.24% | $3M | 87.2K | Q3 2025OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.23% | $475,214 | 13.4K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.23% | $437,862 | 12.3K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.23% | $3M | 91.1K | Q4 2025OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.23% | $1M | 38.4K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.23% | $580,778 | 16.3K | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 0.23% | $5M | 130.0K | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 0.22% | $517,883 | 14.6K | Q1 2026OLDER |
| Index Fund Advisors, Inc.$2.2B AUM | 0.22% | $5M | 139.2K | Q1 2026OLDER |
| Vishria Bird Financial Group, LLC$510M AUM | 0.22% | $1M | 34.2K | Q3 2025OLDER |
| Gutierrez Wealth Advisory, LLC$161M AUM | 0.22% | $349,576 | 9.8K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.21% | $568,152 | 15.9K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.21% | $44M | 1.25M | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$386M AUM | 0.21% | $815,840 | 23.0K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.21% | $6M | 160.3K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.21% | $693,759 | 19.5K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.21% | $11M | 317.5K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.21% | $1M | 41.8K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.20% | $3M | 76.2K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.20% | $3M | 97.5K | Q1 2026OLDER |
| Barry Investment Advisors, LLC$478M AUM | 0.20% | $948,931 | 25.5K | Q2 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.20% | $25M | 697.3K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.19% | $10M | 282.1K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.19% | $357,610 | 10.1K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.19% | $1M | 38.1K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.19% | $5M | 129.4K | Q2 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.19% | $513,387 | 13.8K | Q2 2026 |
| Freedom Day Solutions, LLC$373M AUM | 0.18% | $686,013 | 19.3K | Q1 2026OLDER |
| HMV Wealth Advisors, LLC$213M AUM | 0.18% | $387,099 | 10.9K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.18% | $605,485 | 17.0K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$122M AUM | 0.18% | $215,880 | 6.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.17% | $18M | 507.7K | Q1 2026OLDER |
| Kaufman Rossin Wealth, LLC$174M AUM | 0.17% | $301,685 | 8.5K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 0.17% | $296,996 | 8.4K | Q1 2026OLDER |
| Summit Portfolio Management, LTD.$155M AUM | 0.17% | $262,567 | 7.4K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.17% | $266,759 | 7.5K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.16% | $725,770 | 20.4K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.16% | $3M | 81.1K | Q1 2026OLDER |
| TABLEAUX LLC$206M AUM | 0.16% | $336,931 | 9.5K | Q1 2026OLDER |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 0.16% | $348,292 | 9.6K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.16% | $153M | 4.32M | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.16% | $210,515 | 5.9K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.16% | $4M | 130.0K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.16% | $303,568 | 8.5K | Q1 2026OLDER |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 0.16% | $810,407 | 22.8K | Q1 2026OLDER |
| Aurelius Family Office LLC$230M AUM | 0.16% | $357,894 | 10.1K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 0.16% | $333,117 | 9.4K | Q1 2026OLDER |
| Orcam Financial Group$141M AUM | 0.15% | $216,342 | 6.1K | Q1 2026OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 0.15% | $615,593 | 17.3K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.15% | $20M | 574.0K | Q1 2026OLDER |
| Geometric Wealth Advisors$799M AUM | 0.15% | $1M | 33.9K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.15% | $3M | 91.4K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.15% | $270,703 | 7.6K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.15% | $17M | 485.9K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.15% | $717,143 | 19.2K | Q2 2026 |
| Westmount Partners, LLC$457M AUM | 0.15% | $595,128 | 16.8K | Q1 2026OLDER |
| SNS Financial Group, LLC$1.2B AUM | 0.15% | $2M | 47.7K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.14% | $2M | 69.7K | Q1 2026OLDER |
| Citrine Capital LLC$231M AUM | 0.13% | $310,639 | 8.7K | Q1 2026OLDER |
| Core Wealth Management, Inc.$326M AUM | 0.13% | $436,522 | 12.3K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.13% | $7M | 184.8K | Q1 2026OLDER |
| Pioneer Wealth Management Group$414M AUM | 0.13% | $544,667 | 14.6K | Q2 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.13% | $3M | 91.0K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.13% | $300,495 | 8.5K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.13% | $2M | 46.7K | Q1 2026OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 0.13% | $214,322 | 6.0K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.13% | $113M | 3.19M | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.13% | $4M | 108.1K | Q4 2025OLDER |
| Tumwater Wealth Management, LLC$249M AUM | 0.12% | $294,899 | 8.3K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.12% | $515,552 | 13.8K | Q2 2026 |
| Fortress Wealth Management, Inc.$225M AUM | 0.12% | $263,491 | 8.0K | Q3 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.12% | $24M | 668.8K | Q1 2026OLDER |
| Haven Private, LLC$230M AUM | 0.11% | $263,846 | 7.4K | Q1 2026OLDER |
| Summit Wealth Group, LLC$436M AUM | 0.11% | $492,268 | 13.9K | Q1 2026OLDER |
| Level Wealth Management LLC$213M AUM | 0.11% | $239,173 | 6.7K | Q1 2026OLDER |
| Long Island Wealth Management, Inc.$216M AUM | 0.11% | $239,117 | 6.7K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.11% | $70M | 1.97M | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.11% | $316,300 | 8.5K | Q2 2026 |
| Quadcap Wealth Management, LLC$879M AUM | 0.11% | $927,477 | 26.1K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.10% | $4M | 110.3K | Q3 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.10% | $6M | 180.0K | Q1 2026OLDER |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.10% | $1M | 28.2K | Q2 2026 |
| Shore Point Advisors, LLC$253M AUM | 0.10% | $254,888 | 7.2K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.10% | $146,834 | 4.5K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.10% | $385,974 | 10.9K | Q1 2026OLDER |
| CLARIS ADVISORS, LLC / MO /$334M AUM | 0.10% | $324,041 | 9.1K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.10% | $1M | 33.1K | Q2 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC$430M AUM | 0.10% | $415,475 | 11.1K | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.10% | $709,499 | 20.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.10% | $25M | 712.0K | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 0.10% | $237,698 | 6.7K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.10% | $228,103 | 6.4K | Q1 2026OLDER |
| HANOVER ADVISORS INC$246M AUM | 0.09% | $224,052 | 6.3K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 0.09% | $315,067 | 8.9K | Q1 2026OLDER |
| Noble Family Wealth, LLC$484M AUM | 0.09% | $417,300 | 11.7K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.08% | $200,851 | 5.7K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.08% | $551,994 | 15.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.08% | $56M | 1.58M | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.08% | $967,239 | 27.2K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.07% | $4M | 104.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.07% | $20M | 550.1K | Q2 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.07% | $34M | 949.9K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.06% | $7M | 200.0K | Q1 2026OLDER |
| Equita Financial Network, Inc.$318M AUM | 0.06% | $200,097 | 5.6K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.06% | $622,628 | 17.5K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.06% | $4M | 102.6K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.06% | $8M | 230.2K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 0.06% | $339,205 | 9.5K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.06% | $5M | 127.9K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.06% | $49M | 1.39M | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.06% | $251,527 | 7.1K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.06% | $749,216 | 21.1K | Q1 2026OLDER |
| Fortis Capital Management LLC$977M AUM | 0.06% | $547,542 | 15.4K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.05% | $234,533 | 6.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.05% | $193M | 5.44M | Q1 2026OLDER |
| Cove Private Wealth, LLC$440M AUM | 0.05% | $224,585 | 6.3K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.05% | $308,582 | 8.7K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.05% | $2M | 58.7K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.05% | $736,257 | 20.7K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.05% | $1M | 32.1K | Q1 2026OLDER |
| LJI Wealth Management, LLC$626M AUM | 0.05% | $330,891 | 9.6K | Q4 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.05% | $153,099 | 4.3K | Q1 2026OLDER |
| O'Brien Wealth Partners LLC$756M AUM | 0.05% | $360,004 | 10.4K | Q4 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.05% | $2M | 56.5K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.05% | $106,934 | 3.1K | Q4 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.05% | $154,232 | 4.1K | Q2 2026 |
| Net Worth Advisory Group$482M AUM | 0.05% | $218,771 | 6.2K | Q1 2026OLDER |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.05% | $236,121 | 7.2K | Q3 2025OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 0.04% | $130,983 | 3.8K | Q4 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.04% | $386,211 | 10.9K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.04% | $553,806 | 15.6K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $3M | 73.0K | Q1 2026OLDER |
| Capstone Financial Advisors, Inc.$1.9B AUM | 0.04% | $737,248 | 20.8K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.04% | $241,966 | 6.5K | Q2 2026 |
| Diversified Trust Co$5.4B AUM | 0.04% | $2M | 59.4K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.04% | $650,910 | 18.3K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.04% | $419,219 | 11.8K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.04% | $579,068 | 16.3K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.04% | $612,747 | 17.2K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.04% | $124,355 | 3.5K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.04% | $2M | 66.7K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.04% | $25M | 702.2K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.03% | $299,340 | 8.4K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.03% | $88,825 | 2.5K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.03% | $1M | 39.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $125M | 3.51M | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.03% | $266,013 | 7.5K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.03% | $597,295 | 16.8K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.03% | $216,338 | 6.1K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.03% | $468,395 | 12.6K | Q2 2026 |
| Full Sail Capital, LLC$1.8B AUM | 0.03% | $534,623 | 16.3K | Q3 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.03% | $220,259 | 6.2K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.03% | $2M | 69.3K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.03% | $502,520 | 14.1K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.03% | $207,505 | 5.5K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.03% | $2M | 50.2K | Q1 2026OLDER |
| Magnolia Wealth Management, LLC$172M AUM | 0.03% | $47,326 | 1.3K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.03% | $205,186 | 5.8K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.03% | $2M | 52.7K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.03% | $1M | 40.7K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.03% | $537,429 | 16.4K | Q3 2025OLDER |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 0.03% | $273,155 | 7.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 33.6K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.02% | $337,362 | 9.8K | Q4 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $275,251 | 7.7K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.02% | $6M | 171.6K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $2M | 42.4K | Q1 2026OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.02% | $618,258 | 17.4K | Q1 2026OLDER |
| Keystone Financial Group, Inc.$192M AUM | 0.02% | $43,923 | 1.2K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.02% | $1M | 31.1K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.02% | $399,819 | 11.3K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.02% | $2M | 52.7K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $5M | 128.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $237,589 | 6.7K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.02% | $30,733 | 865 | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.02% | $1M | 31.8K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $1M | 31.4K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.02% | $369,263 | 10.4K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.02% | $1M | 28.7K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 33.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $12M | 349.8K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.02% | $5M | 140.6K | Q3 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.02% | $225,474 | 6.3K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $464,502 | 13.1K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $8M | 214.8K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $245,552 | 7.1K | Q1 2026OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.02% | $909,698 | 25.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $5M | 153.7K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.02% | $22M | 628.6K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.