DFAIDIMENSIONAL ETF TRUST
CUSIP 25434V203 · Yahoo Finance ↗ · Google Finance ↗
Dimensional Etf Trust (DFAI) has 786 institutional holders in Filings Flow’s 13F database, together reporting 335.16M shares worth $12.9B as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, First Command Advisory Services, Inc., and Prudential Financial Inc.
Institutional Holders
786
Q1 2026
Reported Value
$12.9B
Ticker
DFAI
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SYM FINANCIAL Corp$1.0B AUM | 25.37% | $254M | 6.52M | Q1 2026OLDER |
| Chico Wealth RIA$164M AUM | 23.84% | $39M | 1.00M | Q1 2026OLDER |
| Monument Group Wealth Advisors, LLC$180M AUM | 17.56% | $32M | 812.1K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 17.43% | $32M | 829.9K | Q1 2026OLDER |
| Kure Advisory, LLC$184M AUM | 15.38% | $28M | 724.8K | Q1 2026OLDER |
| Pioneer Wealth Management Group$414M AUM | 15.12% | $63M | 1.52M | Q2 2026 |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 15.07% | $140M | 3.60M | Q1 2026OLDER |
| Prudent Man Investment Management, Inc.$297M AUM | 13.53% | $40M | 1.06M | Q1 2026OLDER |
| Keyes, Stange & Wooten Wealth Management, LLC$224M AUM | 13.21% | $30M | 759.6K | Q1 2026OLDER |
| RAM Investment Partners, LLC$569M AUM | 13.07% | $74M | 1.91M | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 12.49% | $31M | 790.9K | Q1 2026OLDER |
| Aquire Wealth Advisors, LLC$381M AUM | 12.49% | $48M | 1.22M | Q1 2026OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 12.40% | $90M | 2.31M | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 12.23% | $120M | 2.92M | Q2 2026 |
| Thayer Financial, L.L.C.$110M AUM | 12.12% | $13M | 323.2K | Q2 2026 |
| Marquette Asset Management, LLC$779M AUM | 11.89% | $93M | 2.24M | Q2 2026 |
| Consilium Wealth Advisory, LLC$293M AUM | 11.41% | $33M | 858.6K | Q1 2026OLDER |
| Graver Capital Management, LLC$132M AUM | 11.28% | $15M | 381.0K | Q1 2026OLDER |
| Spectrum Investment Advisors, Inc.$201M AUM | 11.12% | $22M | 574.3K | Q1 2026OLDER |
| DWR WEALTH MANAGEMENT, LLC$134M AUM | 11.01% | $15M | 357.6K | Q2 2026 |
| Wealth Dimensions Group, Ltd.$508M AUM | 10.90% | $55M | 1.42M | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 10.90% | $13M | 331.1K | Q1 2026OLDER |
| Allodium Investment Consultants, LLC$209M AUM | 10.79% | $23M | 578.3K | Q1 2026OLDER |
| Trailhead Planners LLC$104M AUM | 10.79% | $11M | 288.4K | Q1 2026OLDER |
| BROGAN FINANCIAL, INC.$227M AUM | 10.76% | $24M | 627.9K | Q1 2026OLDER |
| Next Level Wealth Planning, LLC$195M AUM | 10.67% | $21M | 533.2K | Q1 2026OLDER |
| Heritage Wealth Management, Inc./Texas$234M AUM | 10.37% | $24M | 622.9K | Q1 2026OLDER |
| DeLarme Wealth Management, Inc.$155M AUM | 10.06% | $16M | 400.8K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 9.91% | $17M | 441.9K | Q1 2026OLDER |
| Archvest Wealth Advisors, Inc.$155M AUM | 9.80% | $15M | 389.8K | Q1 2026OLDER |
| Berman McAleer LLC$733M AUM | 9.73% | $71M | 1.83M | Q1 2026OLDER |
| Mendota Financial Group, LLC$161M AUM | 9.57% | $15M | 374.2K | Q2 2026 |
| Amicus Financial Advisors, LLC$363M AUM | 9.03% | $33M | 841.8K | Q1 2026OLDER |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC$171M AUM | 8.90% | $15M | 369.7K | Q2 2026 |
| Sterling Wealth Advisors Inc$175M AUM | 8.87% | $16M | 374.1K | Q1 2026OLDER |
| Oak Wealth Advisors LLC$182M AUM | 8.84% | $16M | 413.0K | Q1 2026OLDER |
| Great Point Wealth Advisors, LLC$542M AUM | 8.82% | $48M | 1.23M | Q1 2026OLDER |
| ASSET PLANNING CORPORATION$211M AUM | 8.75% | $18M | 507.5K | Q3 2025OLDER |
| Trinity Financial Advisors LLC$389M AUM | 8.73% | $34M | 823.7K | Q2 2026 |
| Spinnaker Investment Group, LLC$491M AUM | 8.65% | $42M | 1.09M | Q1 2026OLDER |
| Stonehearth Capital Management, LLC$293M AUM | 8.62% | $25M | 612.5K | Q2 2026 |
| Optimus Capital Advisors, LLC$186M AUM | 8.54% | $16M | 385.5K | Q2 2026 |
| Arcadia Wealth Management, Inc.$185M AUM | 8.34% | $15M | 395.6K | Q1 2026OLDER |
| First National Advisers, LLC$683M AUM | 8.32% | $57M | 1.46M | Q1 2026OLDER |
| Forum Private Client Group LLC$300M AUM | 8.29% | $25M | 637.8K | Q1 2026OLDER |
| Note Advisors, LLC$200M AUM | 7.97% | $16M | 409.4K | Q1 2026OLDER |
| Aznar Financial Advisors, LLC$104M AUM | 7.87% | $8M | 215.0K | Q4 2025OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 7.83% | $136M | 3.48M | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 7.74% | $8M | 273.6K | Q2 2026 |
| Joseph Group Capital Management$400M AUM | 7.65% | $31M | 786.2K | Q1 2026OLDER |
| Advantage Trust Co$223M AUM | 7.63% | $17M | 437.2K | Q1 2026OLDER |
| Charter Capital Management, LLC\DE$200M AUM | 7.58% | $15M | 388.3K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 7.51% | $162M | 4.17M | Q1 2026OLDER |
| tru Independence LLC$202M AUM | 7.42% | $15M | 385.4K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 7.13% | $35M | 887.5K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 6.78% | $72M | 1.73M | Q2 2026 |
| SENTINEL WEALTH MANAGEMENT, INC.$125M AUM | 6.78% | $8M | 217.6K | Q1 2026OLDER |
| Fort Henry Capital, LLC$165M AUM | 6.78% | $11M | 287.6K | Q1 2026OLDER |
| Lionshead Wealth Management, LLC$136M AUM | 6.75% | $9M | 235.1K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 6.70% | $60M | 1.53M | Q1 2026OLDER |
| Westwood Wealth Management$255M AUM | 6.68% | $9M | 233.2K | Q4 2025OLDER |
| ArborFi Advisors, LLC$122M AUM | 6.68% | $8M | 210.0K | Q1 2026OLDER |
| Parkshore Wealth Management, Inc.$299M AUM | 6.54% | $20M | 501.9K | Q1 2026OLDER |
| Argo Wealth Advisory, LLC$170M AUM | 6.45% | $11M | 282.1K | Q1 2026OLDER |
| Ledgewood Wealth Advisors, LLC$188M AUM | 6.33% | $12M | 289.1K | Q2 2026 |
| Essential Planning, LLC.$315M AUM | 6.23% | $20M | 503.3K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 6.10% | $11M | 294.5K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 6.02% | $17M | 434.0K | Q1 2026OLDER |
| Employees' Retirement Fund of the City of Fort Worth$230M AUM | 5.97% | $14M | 352.8K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 5.86% | $11M | 275.6K | Q1 2026OLDER |
| SpringVest Wealth Management LLC$146M AUM | 5.85% | $9M | 219.7K | Q1 2026OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 5.84% | $8M | 214.4K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 5.81% | $56M | 1.44M | Q1 2026OLDER |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 5.81% | $22M | 564.0K | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 5.73% | $27M | 682.6K | Q1 2026OLDER |
| BWM Planning, LLC$379M AUM | 5.72% | $22M | 557.1K | Q1 2026OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 5.72% | $6M | 153.4K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 5.69% | $17M | 427.1K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 5.68% | $13M | 332.6K | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 5.67% | $20M | 477.1K | Q2 2026 |
| Binnacle Investments Inc$170M AUM | 5.65% | $10M | 263.9K | Q3 2025OLDER |
| Envision Financial Planning, LLC$276M AUM | 5.63% | $16M | 399.3K | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 5.48% | $36M | 932.2K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 5.42% | $11M | 289.0K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 5.41% | $6M | 164.1K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 5.35% | $435M | 11.16M | Q1 2026OLDER |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC$167M AUM | 5.33% | $9M | 229.0K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 5.22% | $13M | 341.4K | Q1 2026OLDER |
| GEM Asset Management, LLC$227M AUM | 5.19% | $12M | 301.7K | Q1 2026OLDER |
| Austin Wealth Management, LLC$440M AUM | 5.17% | $23M | 575.5K | Q1 2026OLDER |
| ENTREWEALTH, LLC$223M AUM | 5.08% | $11M | 291.0K | Q1 2026OLDER |
| First Financial Group Corp$122M AUM | 5.07% | $6M | 159.5K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 4.97% | $6M | 142.5K | Q2 2026 |
| Midwest Heritage Bank, FSB$312M AUM | 4.96% | $15M | 397.0K | Q1 2026OLDER |
| PLANWISER FINANCIAL, LLC$138M AUM | 4.95% | $7M | 165.4K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 4.91% | $9M | 220.2K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 4.89% | $9M | 229.3K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 4.81% | $12M | 306.1K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 4.79% | $44M | 1.08M | Q2 2026 |
| Fonville Wealth Management LLC$525M AUM | 4.70% | $25M | 634.0K | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 4.56% | $28M | 773.5K | Q3 2025OLDER |
| Private Wealth Management Group, LLC$381M AUM | 4.50% | $17M | 439.9K | Q1 2026OLDER |
| Capstone Wealth Management, Inc.$118M AUM | 4.48% | $5M | 133.8K | Q1 2026OLDER |
| Morling Financial Advisors, LLC$325M AUM | 4.42% | $14M | 369.3K | Q1 2026OLDER |
| Forza Wealth Management, LLC$287M AUM | 4.17% | $12M | 307.6K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 4.15% | $63M | 1.53M | Q2 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 4.14% | $30M | 763.5K | Q1 2026OLDER |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 4.11% | $19M | 486.6K | Q1 2026OLDER |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 4.10% | $21M | 529.0K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 4.02% | $54M | 1.39M | Q1 2026OLDER |
| DBK Financial Counsel, LLC$132M AUM | 4.00% | $5M | 135.4K | Q2 2026 |
| Clarity Capital Advisors, LLC$215M AUM | 3.97% | $9M | 218.9K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 3.95% | $48M | 1.32M | Q3 2025OLDER |
| Mustard Seed Financial, LLC$167M AUM | 3.93% | $7M | 168.3K | Q1 2026OLDER |
| Guardian Wealth Management, LLC$330M AUM | 3.92% | $13M | 331.7K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 3.91% | $581M | 14.91M | Q1 2026OLDER |
| Baring Financial LLC$182M AUM | 3.81% | $7M | 167.6K | Q2 2026 |
| Shira Ridge Wealth Management$287M AUM | 3.77% | $11M | 262.1K | Q2 2026 |
| Kilner Capital Advisors, LLC$104M AUM | 3.65% | $4M | 97.7K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 3.53% | $31M | 755.9K | Q2 2026 |
| Bridgewater Advisors Inc.$1.7B AUM | 3.50% | $59M | 1.41M | Q1 2026OLDER |
| Curated Wealth Partners LLC$794M AUM | 3.46% | $27M | 703.9K | Q1 2026OLDER |
| CLARIS ADVISORS, LLC / MO /$334M AUM | 3.45% | $12M | 296.2K | Q1 2026OLDER |
| APS Management Group, Inc.$130M AUM | 3.44% | $4M | 108.5K | Q2 2026 |
| D.B. Root & Company, LLC$419M AUM | 3.28% | $14M | 352.5K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 3.18% | $50M | 1.21M | Q2 2026 |
| PURE PORTFOLIOS HOLDINGS LLC$332M AUM | 3.16% | $10M | 275.5K | Q4 2025OLDER |
| One Capital Management, LLC$3.6B AUM | 3.16% | $115M | 2.96M | Q1 2026OLDER |
| Johnson Wealth Management, LLC$207M AUM | 3.13% | $6M | 166.4K | Q1 2026OLDER |
| Jacobsen Capital Management$296M AUM | 3.11% | $9M | 236.6K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 3.10% | $6M | 166.6K | Q1 2026OLDER |
| Oceanside Advisors LLC$175M AUM | 3.09% | $5M | 139.1K | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 3.08% | $16M | 410.8K | Q1 2026OLDER |
| SB Capital Management Inc$273M AUM | 3.07% | $8M | 219.9K | Q4 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 3.05% | $9M | 227.2K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 3.05% | $99M | 2.54M | Q1 2026OLDER |
| Redwood Park Advisors LLC$150M AUM | 3.03% | $5M | 116.7K | Q1 2026OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 3.02% | $15M | 373.1K | Q1 2026OLDER |
| TCP Asset Management, LLC$778M AUM | 3.01% | $23M | 601.0K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 2.98% | $4M | 100.8K | Q2 2026 |
| LRI Investments, LLC$1.1B AUM | 2.91% | $33M | 844.3K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$124M AUM | 2.90% | $4M | 89.91M | Q2 2026 |
| Annex Advisory Services, LLC$5.3B AUM | 2.86% | $152M | 3.91M | Q1 2026OLDER |
| Approach Retirement Advisors, LLC$120M AUM | 2.85% | $3M | 87.8K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 2.83% | $9M | 214.0K | Q2 2026 |
| Fermata Advisors, LLC$495M AUM | 2.79% | $14M | 334.7K | Q2 2026 |
| Capstone Wealth Management, LLC$143M AUM | 2.78% | $4M | 102.5K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 2.77% | $88M | 2.27M | Q1 2026OLDER |
| Platform Wealth Management, LLC$376M AUM | 2.76% | $10M | 272.1K | Q4 2025OLDER |
| Prodigy Asset Management LLC$332M AUM | 2.75% | $9M | 221.4K | Q2 2026 |
| J. R. Prunier Capital Management LLC$235M AUM | 2.73% | $6M | 164.7K | Q2 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 2.60% | $62M | 1.58M | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 2.56% | $10M | 253.9K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 2.55% | $130M | 3.41M | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 2.52% | $38M | 968.5K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 2.48% | $72M | 1.84M | Q1 2026OLDER |
| Powerhouse Assets LLC$115M AUM | 2.48% | $3M | 73.0K | Q1 2026OLDER |
| SEMITAM BONAM LLC$122M AUM | 2.46% | $3M | 77.2K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 2.43% | $7M | 177.1K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 2.34% | $3M | 71.5K | Q1 2026OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 2.34% | $3M | 88.8K | Q1 2026OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 2.33% | $4M | 110.9K | Q1 2026OLDER |
| BAKER BOYER NATIONAL BANK$333M AUM | 2.30% | $8M | 196.5K | Q1 2026OLDER |
| Coyle Financial Counsel LLC$473M AUM | 2.30% | $11M | 279.1K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 2.29% | $4M | 101.4K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 2.24% | $6M | 151.3K | Q2 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 2.21% | $39M | 1.01M | Q1 2026OLDER |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 2.19% | $3M | 71.1K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 2.18% | $15M | 380.4K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 2.14% | $5M | 118.2K | Q1 2026OLDER |
| Colony Family Offices, LLC$406M AUM | 2.09% | $8M | 217.7K | Q1 2026OLDER |
| Integrity Investment Advisors, LLC$184M AUM | 2.06% | $4M | 97.6K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 2.05% | $114M | 2.94M | Q1 2026OLDER |
| FMB WEALTH MANAGEMENT$242M AUM | 2.04% | $5M | 126.7K | Q1 2026OLDER |
| Wealthquest Corp$1.4B AUM | 2.01% | $28M | 729.4K | Q2 2026 |
| Magnolia Private Wealth, LLC$150M AUM | 2.01% | $3M | 77.5K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 1.97% | $4M | 95.2K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 1.97% | $22M | 558.7K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 1.95% | $48M | 1.23M | Q2 2026 |
| Great Diamond Partners, LLC$582M AUM | 1.93% | $11M | 272.4K | Q2 2026 |
| Signature Resources Capital Management, LLC$211M AUM | 1.91% | $4M | 103.4K | Q1 2026OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 1.91% | $2M | 54.8K | Q1 2026OLDER |
| HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM | 1.89% | $10M | 264.0K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 1.88% | $17M | 436.2K | Q1 2026OLDER |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 1.88% | $10M | 270.4K | Q3 2025OLDER |
| Aspen Wealth Management LLC$501M AUM | 1.84% | $9M | 237.0K | Q1 2026OLDER |
| SwitchPoint Financial Planning, LLC$147M AUM | 1.83% | $3M | 69.5K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 1.80% | $14M | 368.9K | Q1 2026OLDER |
| Daner Wealth Management, LLC$170M AUM | 1.77% | $3M | 72.8K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 1.75% | $355M | 9.11M | Q1 2026OLDER |
| Exeter Financial, LLC$245M AUM | 1.75% | $4M | 109.9K | Q1 2026OLDER |
| Sanchez Levi Garrett$159M AUM | 1.74% | $3M | 71.3K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 1.72% | $5M | 125.3K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 1.71% | $41M | 1.04M | Q1 2026OLDER |
| Weinberger Asset Management, Inc$267M AUM | 1.71% | $5M | 116.7K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 1.70% | $7M | 190.1K | Q1 2026OLDER |
| Tillman Hartley LLC$398M AUM | 1.69% | $7M | 173.1K | Q1 2026OLDER |
| Kane Co Wealth Management, Inc.$119M AUM | 1.69% | $2M | 51.4K | Q1 2026OLDER |
| Quantum Financial Advisors, LLC$1.0B AUM | 1.68% | $17M | 412.2K | Q2 2026 |
| Hurlow Wealth Management Group, Inc.$420M AUM | 1.67% | $7M | 180.6K | Q1 2026OLDER |
| Cascade Wealth Advisors, Inc$228M AUM | 1.67% | $4M | 91.1K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 1.65% | $115M | 2.95M | Q1 2026OLDER |
| Boyce & Associates Wealth Consulting, Inc.$132M AUM | 1.64% | $2M | 55.6K | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 1.62% | $6M | 161.9K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 1.60% | $7M | 175.1K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 1.59% | $11M | 271.9K | Q1 2026OLDER |
| Parkwoods Wealth Partners, LLC$408M AUM | 1.57% | $6M | 164.5K | Q1 2026OLDER |
| Life Planning Partners, Inc$131M AUM | 1.54% | $2M | 51.7K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 1.53% | $3M | 68.4K | Q1 2026OLDER |
| COWA, LLC$371M AUM | 1.52% | $6M | 144.6K | Q1 2026OLDER |
| Pacific Asset Management, LLC$179M AUM | 1.49% | $3M | 68.3K | Q1 2026OLDER |
| Arnold Financial Planning LLC$134M AUM | 1.49% | $2M | 48.3K | Q2 2026 |
| Shearwater Capital LLC$209M AUM | 1.47% | $3M | 74.5K | Q2 2026 |
| CVA Family Office, LLC$950M AUM | 1.44% | $14M | 351.2K | Q1 2026OLDER |
| Infinity Wealth Counsel, LLC$124M AUM | 1.43% | $2M | 42.9K | Q2 2026 |
| HFG Wealth Management, LLC$182M AUM | 1.40% | $3M | 65.4K | Q1 2026OLDER |
| Olistico Wealth, LLC$234M AUM | 1.40% | $3M | 79.4K | Q2 2026 |
| Lauterbach Financial Advisors, LLC$205M AUM | 1.40% | $3M | 73.5K | Q1 2026OLDER |
| Woodside Wealth Management LLC$128M AUM | 1.39% | $2M | 45.8K | Q1 2026OLDER |
| Dodds Wealth, LLC$407M AUM | 1.39% | $6M | 145.0K | Q1 2026OLDER |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 1.38% | $15M | 374.1K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 1.38% | $4M | 106.8K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 1.37% | $25M | 652.8K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 1.36% | $9M | 221.3K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 1.34% | $27M | 664.6K | Q2 2026 |
| City State Bank$385M AUM | 1.34% | $5M | 132.1K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 1.33% | $37M | 975.4K | Q1 2026OLDER |
| B&D White Capital Company, LLC$809M AUM | 1.33% | $11M | 276.7K | Q1 2026OLDER |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 1.33% | $7M | 177.6K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 1.32% | $4M | 92.4K | Q1 2026OLDER |
| Financial Symmetry Inc$281M AUM | 1.27% | $4M | 87.4K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 1.26% | $34M | 860.2K | Q1 2026OLDER |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 1.26% | $5M | 111.6K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 1.25% | $8M | 198.8K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 1.24% | $4M | 97.6K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 1.24% | $2M | 52.0K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 1.24% | $15M | 386.9K | Q1 2026OLDER |
| Syverson Strege & Co$416M AUM | 1.24% | $5M | 131.9K | Q1 2026OLDER |
| QUARRY HILL ADVISORS, LLC$243M AUM | 1.23% | $3M | 71.4K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 1.21% | $70M | 1.81M | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 1.20% | $3M | 74.2K | Q3 2025OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 1.20% | $3M | 78.5K | Q1 2026OLDER |
| Grunden Financial Advisory, Inc.$256M AUM | 1.20% | $3M | 80.7K | Q4 2025OLDER |
| Berger Financial Group, Inc$1.8B AUM | 1.20% | $21M | 548.5K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 1.19% | $9M | 220.2K | Q1 2026OLDER |
| Newman Dignan & Sheerar, Inc.$523M AUM | 1.18% | $6M | 149.9K | Q2 2026 |
| Pinnacle Financial Group, LLC / IL$365M AUM | 1.18% | $4M | 110.7K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 1.15% | $8M | 213.1K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 1.14% | $3M | 83.1K | Q1 2026OLDER |
| Timonier Family Office, LTD.$315M AUM | 1.13% | $4M | 93.3K | Q4 2025OLDER |
| DEMMING FINANCIAL SERVICES CORP /ADV$138M AUM | 1.11% | $2M | 39.4K | Q1 2026OLDER |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 1.10% | $2M | 51.3K | Q1 2026OLDER |
| Sollinda Capital Management LLC$412M AUM | 1.10% | $5M | 115.9K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 1.10% | $1M | 35.0K | Q1 2026OLDER |
| WealthSpring Partners, LLC$109M AUM | 1.09% | $1M | 30.6K | Q1 2026OLDER |
| Vestment Financial LLC$212M AUM | 1.09% | $2M | 55.7K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 1.09% | $3M | 70.3K | Q1 2026OLDER |
| Sterling Financial Group, Inc.$316M AUM | 1.05% | $3M | 90.9K | Q3 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 1.04% | $107M | 2.74M | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 1.02% | $2M | 41.4K | Q1 2026OLDER |
| CLG LLC$403M AUM | 1.01% | $4M | 104.4K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.99% | $12M | 308.6K | Q1 2026OLDER |
| Level Wealth Management LLC$213M AUM | 0.99% | $2M | 54.2K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.98% | $61M | 1.56M | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.98% | $2M | 58.8K | Q1 2026OLDER |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 0.98% | $2M | 50.8K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.97% | $106M | 2.71M | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.96% | $13M | 335.0K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.95% | $14M | 356.8K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.95% | $6M | 154.6K | Q1 2026OLDER |
| Seneschal Advisors, LLC$135M AUM | 0.93% | $1M | 32.3K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.93% | $3M | 70.3K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.92% | $4M | 100.2K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.91% | $1M | 30.9K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.91% | $7M | 189.9K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.91% | $16M | 416.0K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.90% | $9M | 217.3K | Q2 2026 |
| Strategent Financial, LLC$147M AUM | 0.87% | $1M | 33.0K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.87% | $87M | 2.22M | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.85% | $13M | 345.7K | Q1 2026OLDER |
| SLT Holdings LLC$148M AUM | 0.84% | $1M | 31.7K | Q1 2026OLDER |
| PCA Investment Advisory Services Inc.$300M AUM | 0.83% | $2M | 63.7K | Q1 2026OLDER |
| Sensenig Capital Advisors, Inc$109M AUM | 0.81% | $884,978 | 21.5K | Q2 2026 |
| Balanced Rock Investment Advisors LLC$143M AUM | 0.80% | $1M | 29.3K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 0.80% | $6M | 147.3K | Q1 2026OLDER |
| Wealth Advisors Northwest LLC$238M AUM | 0.80% | $2M | 48.7K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.79% | $11M | 273.6K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.78% | $3M | 74.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.77% | $50M | 1.27M | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.76% | $16M | 418.6K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.76% | $1M | 26.0K | Q1 2026OLDER |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$112M AUM | 0.76% | $849,757 | 21.8K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.75% | $6M | 147.1K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.74% | $4M | 103.0K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.73% | $36M | 917.0K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.72% | $8M | 209.7K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.71% | $3M | 75.4K | Q2 2026 |
| SCRATCH CAPITAL LLC$175M AUM | 0.71% | $1M | 31.8K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.71% | $39M | 999.4K | Q1 2026OLDER |
| Meritas Wealth Management, LLC$221M AUM | 0.71% | $2M | 40.1K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 0.70% | $25M | 601.9K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.69% | $12M | 313.3K | Q1 2026OLDER |
| Longview Financial Advisors LLC$184M AUM | 0.68% | $1M | 32.2K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.68% | $6M | 136.5K | Q2 2026 |
| SMI Advisory Services, LLC$617M AUM | 0.67% | $4M | 99.1K | Q2 2026 |
| Altiora Financial Group, LLC$607M AUM | 0.67% | $4M | 105.0K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.67% | $1M | 31.3K | Q1 2026OLDER |
| Eaton-Cambridge Inc.$320M AUM | 0.67% | $2M | 54.6K | Q1 2026OLDER |
| Williams & Novak, LLC$151M AUM | 0.66% | $999,745 | 24.2K | Q2 2026 |
| ERn Financial, LLC$532M AUM | 0.66% | $4M | 90.1K | Q1 2026OLDER |
| Pillar Financial Advisors, LLC$171M AUM | 0.66% | $1M | 28.9K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.66% | $47M | 1.12M | Q2 2026 |
| Ballast Rock Private Wealth LLC$181M AUM | 0.63% | $1M | 29.4K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.63% | $23M | 595.3K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.63% | $2M | 49.1K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 0.62% | $3M | 71.5K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.61% | $78M | 1.99M | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.60% | $3M | 74.5K | Q2 2026 |
| JDH Wealth Management, LLC$148M AUM | 0.60% | $893,470 | 22.9K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.60% | $21M | 513.4K | Q2 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.59% | $106M | 2.72M | Q1 2026OLDER |
| Second Half Financial Partners, LLC$222M AUM | 0.58% | $1M | 33.2K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.58% | $26M | 633.8K | Q1 2026OLDER |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 0.58% | $1M | 28.4K | Q1 2026OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 0.58% | $6M | 156.2K | Q1 2026OLDER |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 0.57% | $1M | 31.3K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 0.57% | $2M | 40.5K | Q1 2026OLDER |
| ATLas Financial Planning LLC$112M AUM | 0.55% | $610,390 | 15.7K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.54% | $439M | 11.26M | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.53% | $3M | 83.1K | Q1 2026OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.52% | $2M | 47.7K | Q1 2026OLDER |
| Darden Wealth Group Inc$196M AUM | 0.52% | $1M | 26.2K | Q1 2026OLDER |
| G2 CAPITAL MANAGEMENT, LLC / OH$411M AUM | 0.51% | $2M | 53.8K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.50% | $4M | 91.8K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.50% | $7M | 175.5K | Q4 2025OLDER |
| Vistica Wealth Advisors, LLC$100M AUM | 0.50% | $500,441 | 12.8K | Q1 2026OLDER |
| Ballentine Capital Advisors, Inc$242M AUM | 0.50% | $1M | 30.8K | Q1 2026OLDER |
| Wheels Up Wealth, Inc.$106M AUM | 0.49% | $523,778 | 13.4K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.49% | $2M | 60.9K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.48% | $30M | 766.6K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.47% | $6M | 141.2K | Q1 2026OLDER |
| Cypress Point Wealth Management, LLC$464M AUM | 0.45% | $2M | 54.2K | Q1 2026OLDER |
| Bryant Woods Investment Advisors, LLC$272M AUM | 0.45% | $1M | 31.7K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.45% | $45M | 1.15M | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.44% | $84M | 2.15M | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.44% | $7M | 176.0K | Q1 2026OLDER |
| Navigate Wealth Management, LLC$142M AUM | 0.44% | $620,817 | 15.3K | Q1 2026OLDER |
| Seed Wealth Management, Inc.$145M AUM | 0.43% | $626,087 | 16.1K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.43% | $14M | 353.5K | Q1 2026OLDER |
| Heritage Financial Services, LLC$1.2B AUM | 0.42% | $5M | 133.6K | Q4 2025OLDER |
| Kaufman Rossin Wealth, LLC$174M AUM | 0.42% | $735,091 | 18.9K | Q1 2026OLDER |
| Foundry Financial LLC$236M AUM | 0.41% | $979,007 | 25.1K | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 0.41% | $486,494 | 12.5K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.41% | $1M | 29.5K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.41% | $1M | 27.5K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.40% | $13M | 322.0K | Q1 2026OLDER |
| Rather & Kittrell, Inc.$648M AUM | 0.40% | $3M | 66.6K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.40% | $1M | 35.0K | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.39% | $7M | 187.7K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.37% | $4M | 99.9K | Q2 2026 |
| Compass Financial Group, INC/SD$715M AUM | 0.37% | $3M | 67.8K | Q1 2026OLDER |
| J. Derek Lewis & Associates Inc.$445M AUM | 0.36% | $2M | 41.5K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.36% | $1M | 27.5K | Q2 2026 |
| Financial Plan, Inc.$933M AUM | 0.36% | $3M | 86.1K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.35% | $71M | 1.83M | Q1 2026OLDER |
| Prosperity Advisers, LLC$120M AUM | 0.35% | $420,797 | 10.8K | Q1 2026OLDER |
| Leading Edge Financial Planning LLC$475M AUM | 0.35% | $2M | 42.6K | Q1 2026OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 0.35% | $566,856 | 14.6K | Q1 2026OLDER |
| Squire Investment Management Company, LLC$360M AUM | 0.34% | $1M | 31.9K | Q1 2026OLDER |
| Darrow Company, Inc.$222M AUM | 0.34% | $765,719 | 19.7K | Q1 2026OLDER |
| LANDMARK WEALTH MANAGEMENT, INC.$265M AUM | 0.34% | $909,210 | 23.3K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.34% | $991,953 | 25.5K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.34% | $2M | 45.4K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.34% | $19M | 470.7K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.33% | $798,845 | 20.5K | Q1 2026OLDER |
| Burton Enright Welch$736M AUM | 0.33% | $2M | 62.9K | Q1 2026OLDER |
| Shore Point Advisors, LLC$253M AUM | 0.33% | $832,889 | 21.4K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.33% | $667,002 | 17.1K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.32% | $689,489 | 17.7K | Q1 2026OLDER |
| Porter White Investment Advisors, Inc.$250M AUM | 0.32% | $805,337 | 20.7K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.32% | $9M | 227.5K | Q1 2026OLDER |
| V2 Financial group LLC$215M AUM | 0.32% | $682,903 | 17.5K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.32% | $612,236 | 15.7K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.32% | $1M | 27.3K | Q1 2026OLDER |
| Eastover Investment Advisors LLC$233M AUM | 0.31% | $731,552 | 18.8K | Q1 2026OLDER |
| Elser Financial Planning, Inc$2.1B AUM | 0.31% | $6M | 163.9K | Q1 2026OLDER |
| Vigil Wealth Management, LLC$124M AUM | 0.30% | $373,609 | 9.6K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.30% | $11M | 276.4K | Q1 2026OLDER |
| Helium Advisors LLC$105M AUM | 0.30% | $315,576 | 8.1K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.30% | $3M | 68.3K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.30% | $2M | 58.5K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.30% | $4M | 98.0K | Q2 2026 |
| Forthright Family Wealth Advisory LLC$177M AUM | 0.29% | $520,616 | 12.6K | Q2 2026 |
| marrick wealth, LLC$119M AUM | 0.29% | $348,069 | 8.9K | Q1 2026OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.29% | $3M | 72.5K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.29% | $2M | 51.3K | Q1 2026OLDER |
| Tassel Capital Management, Inc.$184M AUM | 0.29% | $532,099 | 13.7K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 0.29% | $305,602 | 7.8K | Q1 2026OLDER |
| Sterneck Capital Management, LLC$223M AUM | 0.28% | $633,879 | 16.3K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.28% | $1M | 34.0K | Q1 2026OLDER |
| HMV Wealth Advisors, LLC$213M AUM | 0.28% | $601,192 | 15.4K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.28% | $3M | 88.8K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.28% | $5M | 136.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.27% | $1.0B | 25.96M | Q1 2026OLDER |
| FORTRESS FINANCIAL GROUP, LLC$135M AUM | 0.27% | $364,464 | 9.4K | Q1 2026OLDER |
| TILIA FIDUCIARY PARTNERS, INC.$182M AUM | 0.27% | $482,812 | 12.4K | Q1 2026OLDER |
| K2 Financial Inc.$138M AUM | 0.26% | $361,559 | 8.9K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.26% | $46M | 1.19M | Q1 2026OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 0.26% | $937,609 | 24.1K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.26% | $858,164 | 22.0K | Q1 2026OLDER |
| HBE Wealth Management, LLC$115M AUM | 0.26% | $292,897 | 7.5K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.25% | $2M | 40.2K | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.25% | $365,097 | 9.4K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.25% | $2M | 58.0K | Q2 2026 |
| RBF Capital, LLC$2.0B AUM | 0.25% | $5M | 130.0K | Q1 2026OLDER |
| Belleair Asset Management, LLC$110M AUM | 0.24% | $266,603 | 6.8K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.24% | $31M | 793.8K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.24% | $5M | 127.7K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.24% | $855,550 | 21.0K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 0.24% | $683,620 | 17.5K | Q1 2026OLDER |
| Heritage Investment Group, Inc.$661M AUM | 0.24% | $2M | 40.4K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.24% | $49M | 1.26M | Q1 2026OLDER |
| Longview Financial Advisors, Inc.$171M AUM | 0.24% | $405,364 | 9.8K | Q2 2026 |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.23% | $502,467 | 12.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.23% | $8M | 212.5K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.23% | $913,708 | 23.5K | Q1 2026OLDER |
| Mraz, Amerine & Associates, Inc.$678M AUM | 0.23% | $2M | 40.3K | Q1 2026OLDER |
| JM2 Capital Inc.$121M AUM | 0.23% | $275,837 | 7.1K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.22% | $654,567 | 16.8K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 0.22% | $743,760 | 18.5K | Q1 2026OLDER |
| SATOVSKY ASSET MANAGEMENT LLC$566M AUM | 0.22% | $1M | 31.6K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.22% | $984,755 | 25.3K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.22% | $1M | 32.5K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.21% | $45M | 1.16M | Q1 2026OLDER |
| Momentous Wealth Management, Inc.$175M AUM | 0.21% | $367,516 | 9.4K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.21% | $3M | 72.6K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.20% | $2M | 49.8K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.20% | $498,883 | 12.8K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.20% | $5M | 116.2K | Q1 2026OLDER |
| Orcam Financial Group$141M AUM | 0.20% | $282,928 | 7.3K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.20% | $2M | 58.5K | Q1 2026OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 0.20% | $1M | 35.7K | Q3 2025OLDER |
| Bannerstone Capital Management, LLC$104M AUM | 0.20% | $207,299 | 5.4K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.20% | $8M | 182.9K | Q2 2026 |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.20% | $961,924 | 23.3K | Q2 2026 |
| Factor Wealth Management LTD$661M AUM | 0.19% | $1M | 31.2K | Q2 2026 |
| Mariner, LLC$85.7B AUM | 0.19% | $167M | 4.28M | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 0.19% | $280,969 | 6.7K | Q1 2026OLDER |
| Hartmann Taylor Wealth Management, LLC$151M AUM | 0.19% | $280,707 | 7.2K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.18% | $546,035 | 14.0K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.18% | $554,829 | 14.2K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 0.18% | $882,968 | 22.7K | Q1 2026OLDER |
| Financial Harvest, LLC$170M AUM | 0.18% | $308,213 | 7.9K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.18% | $1M | 32.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.18% | $50M | 1.28M | Q2 2026 |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 0.18% | $270,315 | 6.9K | Q1 2026OLDER |
| Echo Wealth Management, LLC$174M AUM | 0.18% | $313,355 | 8.0K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.18% | $125M | 3.22M | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.18% | $14M | 357.1K | Q1 2026OLDER |
| Lexington Hill Partners, LLC$206M AUM | 0.18% | $367,863 | 8.9K | Q2 2026 |
| Lakeridge Wealth Management LLC$233M AUM | 0.18% | $413,113 | 10.6K | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 0.18% | $430,137 | 11.0K | Q1 2026OLDER |
| DIXON FNANCIAL SERVICES, INC.$223M AUM | 0.17% | $388,827 | 10.0K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.17% | $774,603 | 19.9K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.17% | $3M | 71.8K | Q1 2026OLDER |
| Beacon Financial Strategies CORP$201M AUM | 0.17% | $342,007 | 8.3K | Q2 2026 |
| Five Oceans Advisors$311M AUM | 0.17% | $526,224 | 12.8K | Q2 2026 |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.17% | $2M | 53.0K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.17% | $1M | 29.0K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.17% | $14M | 354.7K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 0.17% | $277,785 | 7.1K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.16% | $297,116 | 7.6K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.16% | $1M | 35.4K | Q2 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 0.16% | $537,009 | 13.8K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.16% | $7M | 177.8K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.16% | $632,657 | 16.2K | Q1 2026OLDER |
| HANOVER ADVISORS INC$246M AUM | 0.16% | $395,093 | 10.1K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.16% | $9M | 240.5K | Q4 2025OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.16% | $941,858 | 24.2K | Q1 2026OLDER |
| TABLEAUX LLC$206M AUM | 0.16% | $322,742 | 8.3K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.16% | $6M | 149.9K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.16% | $969,364 | 24.9K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.16% | $256,045 | 6.6K | Q1 2026OLDER |
| Vilga Financial Planning LLC$132M AUM | 0.15% | $201,960 | 4.9K | Q2 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.15% | $9M | 238.5K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.15% | $7M | 178.3K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.15% | $14M | 354.8K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.15% | $616,307 | 15.8K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$432M AUM | 0.15% | $643,459 | 15.6K | Q2 2026 |
| Millington Financial Advisors, LLC$237M AUM | 0.15% | $349,607 | 8.6K | Q1 2026OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 0.15% | $374,119 | 9.1K | Q2 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.15% | $27M | 694.3K | Q1 2026OLDER |
| Emprise Bank$271M AUM | 0.14% | $387,296 | 9.4K | Q2 2026 |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.14% | $264,655 | 6.8K | Q1 2026OLDER |
| BAYSHORE ASSET MANAGEMENT, LLC$251M AUM | 0.14% | $355,431 | 9.1K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.14% | $23M | 592.9K | Q1 2026OLDER |
| Capstone Financial Advisors, Inc.$1.9B AUM | 0.14% | $3M | 66.2K | Q1 2026OLDER |
| Bay Capital Advisors, LLC$162M AUM | 0.14% | $224,176 | 5.8K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.14% | $93M | 2.39M | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 0.14% | $1M | 27.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.