DFIVDIMENSIONAL ETF TRUST
CUSIP 25434V807 · Yahoo Finance ↗ · Google Finance ↗
Dimensional Etf Trust (DFIV) has 842 institutional holders in Filings Flow’s 13F database, together reporting 278.75M shares worth $14.5B as of Q1 2026. The largest reported holders are Northwestern Mutual Wealth Management Co, Mercer Global Advisors Inc /Adv, and Pnc Financial Services Group, Inc..
Institutional Holders
842
Q1 2026
Reported Value
$14.5B
Ticker
DFIV
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC.$223M AUM | 29.45% | $66M | 1.24M | Q1 2026OLDER |
| Team Hewins, LLC$337M AUM | 27.63% | $93M | 1.76M | Q1 2026OLDER |
| Financially in Tune, LLC$116M AUM | 20.29% | $24M | 447.1K | Q1 2026OLDER |
| J. Mark Nickell & Co.$207M AUM | 13.25% | $15M | 278.0K | Q1 2026OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 12.09% | $22M | 424.8K | Q1 2026OLDER |
| FISCHER INVESTMENT STRATEGIES, LLC$171M AUM | 11.02% | $19M | 357.8K | Q2 2026 |
| Disciplined Equity Management, Inc.$199M AUM | 10.60% | $21M | 399.8K | Q1 2026OLDER |
| JDH Wealth Management, LLC$148M AUM | 10.39% | $15M | 292.1K | Q1 2026OLDER |
| Parkwoods Wealth Partners, LLC$408M AUM | 9.94% | $41M | 768.5K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 9.84% | $15M | 262.9K | Q1 2026OLDER |
| Capstone Wealth Management, LLC$143M AUM | 9.74% | $14M | 264.6K | Q1 2026OLDER |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 9.29% | $20M | 374.8K | Q1 2026OLDER |
| Trinity Financial Advisors LLC$389M AUM | 9.28% | $36M | 668.4K | Q2 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC$251M AUM | 9.23% | $23M | 439.3K | Q1 2026OLDER |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 8.97% | $47M | 886.8K | Q1 2026OLDER |
| Shearwater Capital LLC$209M AUM | 8.83% | $19M | 342.5K | Q2 2026 |
| Index Fund Advisors, Inc.$2.2B AUM | 8.43% | $187M | 3.55M | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 8.21% | $20M | 387.2K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 8.11% | $13M | 243.6K | Q1 2026OLDER |
| Meritas Wealth Management, LLC$221M AUM | 8.06% | $18M | 337.6K | Q1 2026OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 7.95% | $88M | 1.60M | Q1 2026OLDER |
| ALLEN WEALTH MANAGEMENT, LLC$200M AUM | 7.71% | $15M | 292.0K | Q1 2026OLDER |
| Fortress Wealth Management, Inc.$225M AUM | 7.42% | $17M | 362.0K | Q3 2025OLDER |
| LANDAAS & CO /WI /ADV$456M AUM | 7.32% | $33M | 632.1K | Q1 2026OLDER |
| Wealth Management Nebraska$987M AUM | 7.10% | $70M | 1.33M | Q1 2026OLDER |
| McMill Wealth Management$376M AUM | 6.96% | $25M | 495.8K | Q4 2025OLDER |
| Lauterbach Financial Advisors, LLC$205M AUM | 6.73% | $14M | 261.3K | Q1 2026OLDER |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC$167M AUM | 6.65% | $11M | 210.7K | Q1 2026OLDER |
| Peirce Capital Management, LLC$256M AUM | 6.63% | $17M | 321.3K | Q1 2026OLDER |
| Vistica Wealth Advisors, LLC$100M AUM | 6.46% | $6M | 122.8K | Q1 2026OLDER |
| Premier Financial Group$587M AUM | 6.43% | $38M | 705.2K | Q1 2026OLDER |
| COWA, LLC$371M AUM | 6.32% | $23M | 443.7K | Q1 2026OLDER |
| EQ WEALTH ADVISORS, LLC$171M AUM | 6.22% | $11M | 201.6K | Q1 2026OLDER |
| Disciplined Investments, LLC$279M AUM | 6.11% | $17M | 322.4K | Q1 2026OLDER |
| Prism Advisors, Inc.$375M AUM | 5.88% | $22M | 417.4K | Q1 2026OLDER |
| SACHEM HILL LLC$516M AUM | 5.86% | $30M | 573.2K | Q1 2026OLDER |
| Richard Young Associates, Ltd.$132M AUM | 5.84% | $8M | 145.8K | Q1 2026OLDER |
| Squire Investment Management Company, LLC$360M AUM | 5.83% | $21M | 397.2K | Q1 2026OLDER |
| Winter & Associates, Inc.$133M AUM | 5.82% | $8M | 143.4K | Q2 2026 |
| Plancorp, LLC$3.5B AUM | 5.74% | $202M | 3.66M | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 5.70% | $6M | 110.6K | Q1 2026OLDER |
| CLARIS ADVISORS, LLC / MO /$334M AUM | 5.66% | $19M | 358.3K | Q1 2026OLDER |
| ATLas Financial Planning LLC$112M AUM | 5.61% | $6M | 118.6K | Q1 2026OLDER |
| Three Arch Wealth Management LLC$556M AUM | 5.56% | $31M | 585.4K | Q1 2026OLDER |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 5.41% | $59M | 1.12M | Q1 2026OLDER |
| Cedar Point Capital Partners, LLC$154M AUM | 5.39% | $8M | 157.1K | Q1 2026OLDER |
| ShankerValleau Wealth Advisors, Inc.$380M AUM | 5.19% | $20M | 364.5K | Q2 2026 |
| Hudock, Inc.$680M AUM | 5.15% | $35M | 663.4K | Q1 2026OLDER |
| Avise Financial Cooperative, Inc.$121M AUM | 5.13% | $6M | 117.5K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 5.12% | $10M | 198.1K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 5.09% | $45M | 827.7K | Q2 2026 |
| Oceanside Advisors LLC$175M AUM | 5.07% | $9M | 168.3K | Q1 2026OLDER |
| RF&L WEALTH MANAGEMENT, LLC$134M AUM | 5.06% | $7M | 128.2K | Q1 2026OLDER |
| Frankly Finances, LLC$110M AUM | 5.06% | $6M | 105.9K | Q1 2026OLDER |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 4.92% | $37M | 704.0K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 4.82% | $16M | 308.1K | Q1 2026OLDER |
| Financial Futures Ltd Liability Co.$228M AUM | 4.78% | $11M | 206.0K | Q1 2026OLDER |
| Alpha Advisors, LLC/VA$127M AUM | 4.74% | $6M | 113.8K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 4.53% | $66M | 1.26M | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 4.52% | $85M | 1.61M | Q1 2026OLDER |
| EnRich Financial Partners LLC$377M AUM | 4.45% | $17M | 318.0K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 4.38% | $31M | 596.0K | Q1 2026OLDER |
| Shotwell Rutter Baer Inc$170M AUM | 4.28% | $7M | 138.1K | Q1 2026OLDER |
| Laurel Wealth Planning LLC$190M AUM | 4.25% | $8M | 152.6K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 4.22% | $159M | 2.94M | Q2 2026 |
| Verus Financial Partners, Inc.$1.1B AUM | 4.20% | $47M | 846.7K | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 4.20% | $57M | 1.08M | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 4.17% | $37M | 681.8K | Q2 2026 |
| Guardian Wealth Management, LLC$330M AUM | 4.17% | $14M | 257.6K | Q1 2026OLDER |
| Graver Capital Management, LLC$132M AUM | 4.14% | $5M | 103.1K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 4.08% | $27M | 500.2K | Q2 2026 |
| SEVEN MILE ADVISORY$139M AUM | 4.04% | $24M | 471.9K | Q4 2025OLDER |
| Apeiron RIA LLC$431M AUM | 4.04% | $17M | 330.2K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 3.97% | $74M | 1.40M | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 3.93% | $4M | 79.0K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 3.92% | $12M | 226.5K | Q2 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC$127M AUM | 3.91% | $5M | 93.8K | Q1 2026OLDER |
| Ruedi Wealth Management, Inc.$388M AUM | 3.91% | $15M | 287.4K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 3.87% | $62M | 1.14M | Q2 2026 |
| Clarity Asset Management, Inc.$198M AUM | 3.82% | $8M | 143.0K | Q1 2026OLDER |
| DeLarme Wealth Management, Inc.$155M AUM | 3.79% | $6M | 111.5K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 3.78% | $77M | 1.43M | Q2 2026 |
| Journey Beyond Wealth, LLC$116M AUM | 3.74% | $4M | 82.5K | Q1 2026OLDER |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 3.73% | $5M | 89.4K | Q1 2026OLDER |
| Aurdan Capital Management, LLC$333M AUM | 3.70% | $12M | 233.6K | Q1 2026OLDER |
| GREAT OAK CAPITAL PARTNERS, LLC$430M AUM | 3.68% | $16M | 287.1K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 3.66% | $212M | 4.03M | Q1 2026OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 3.65% | $59M | 1.12M | Q1 2026OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 3.64% | $94M | 1.78M | Q1 2026OLDER |
| Planning Center, Inc.$987M AUM | 3.60% | $36M | 673.9K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 3.57% | $53M | 1.01M | Q1 2026OLDER |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM | 3.51% | $4M | 74.1K | Q1 2026OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 3.51% | $4M | 69.5K | Q1 2026OLDER |
| Hill Investment Group Partners, LLC$906M AUM | 3.46% | $31M | 593.8K | Q1 2026OLDER |
| AG Asset Advisory, LLC$121M AUM | 3.44% | $4M | 78.7K | Q1 2026OLDER |
| Wealth Architects, LLC$1.1B AUM | 3.42% | $38M | 725.9K | Q1 2026OLDER |
| VeraBank, N.A.$546M AUM | 3.33% | $18M | 344.7K | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 3.32% | $20M | 444.5K | Q3 2025OLDER |
| Tradewinds, LLC.$310M AUM | 3.32% | $14M | 278.9K | Q4 2025OLDER |
| McLean Asset Management Corp$572M AUM | 3.31% | $19M | 358.3K | Q1 2026OLDER |
| BAKER BOYER NATIONAL BANK$333M AUM | 3.27% | $11M | 206.5K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 3.26% | $6M | 119.8K | Q1 2026OLDER |
| HMV Wealth Advisors, LLC$213M AUM | 3.26% | $7M | 131.3K | Q1 2026OLDER |
| Navigate Wealth Management, LLC$142M AUM | 3.23% | $5M | 84.5K | Q1 2026OLDER |
| Compass Financial Group, Inc.$222M AUM | 3.22% | $7M | 135.5K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 3.22% | $320M | 6.06M | Q1 2026OLDER |
| Serenity Investment Advisors$214M AUM | 3.20% | $7M | 123.0K | Q1 2026OLDER |
| Kondo Wealth Advisors, Inc.$266M AUM | 3.18% | $8M | 160.1K | Q1 2026OLDER |
| Belleair Asset Management, LLC$110M AUM | 3.11% | $3M | 64.6K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 3.11% | $20M | 373.3K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 3.10% | $6M | 106.9K | Q1 2026OLDER |
| Yeomans Consulting Group, Inc.$341M AUM | 3.09% | $9M | 193.7K | Q3 2025OLDER |
| Cordant, Inc.$246M AUM | 3.06% | $8M | 142.8K | Q1 2026OLDER |
| Del-Sette Capital Management, LLC$167M AUM | 3.02% | $5M | 95.7K | Q1 2026OLDER |
| InTrack Investment Management Inc$175M AUM | 2.99% | $5M | 99.5K | Q1 2026OLDER |
| Corus Family Wealth Advisors$123M AUM | 2.97% | $4M | 69.2K | Q1 2026OLDER |
| Stone Summit Wealth LLC$359M AUM | 2.92% | $10M | 198.6K | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 2.90% | $15M | 288.8K | Q1 2026OLDER |
| Tillman Hartley LLC$398M AUM | 2.90% | $12M | 218.5K | Q1 2026OLDER |
| SB Capital Management Inc$273M AUM | 2.85% | $8M | 155.8K | Q4 2025OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 2.85% | $7M | 123.8K | Q1 2026OLDER |
| Kilner Capital Advisors, LLC$104M AUM | 2.81% | $3M | 55.6K | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 2.79% | $3M | 62.0K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 2.78% | $34M | 732.4K | Q3 2025OLDER |
| Sculati Wealth Management, LLC$271M AUM | 2.78% | $8M | 142.5K | Q1 2026OLDER |
| Rather & Kittrell, Inc.$648M AUM | 2.70% | $18M | 332.0K | Q1 2026OLDER |
| Causey Wealth LLC$205M AUM | 2.69% | $6M | 119.4K | Q1 2026OLDER |
| REDSTONE WEALTH MANAGEMENT, LLC$125M AUM | 2.68% | $3M | 63.8K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 2.38% | $20M | 382.4K | Q1 2026OLDER |
| G2 CAPITAL MANAGEMENT, LLC / OH$411M AUM | 2.37% | $10M | 185.0K | Q1 2026OLDER |
| Pillar Financial Advisors, LLC$171M AUM | 2.28% | $4M | 73.8K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 2.25% | $9M | 175.3K | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 2.25% | $7M | 141.8K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 2.23% | $462M | 8.76M | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 2.23% | $31M | 596.1K | Q1 2026OLDER |
| Evergreen Wealth Partners LLC$131M AUM | 2.18% | $3M | 54.1K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 2.18% | $6M | 119.7K | Q1 2026OLDER |
| McCartney Wealth Management LLC$119M AUM | 2.17% | $3M | 48.9K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 2.14% | $4M | 76.4K | Q1 2026OLDER |
| B&D White Capital Company, LLC$809M AUM | 2.13% | $17M | 326.7K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 2.13% | $3M | 62.6K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 2.13% | $46M | 872.7K | Q1 2026OLDER |
| Mraz, Amerine & Associates, Inc.$678M AUM | 2.10% | $14M | 269.9K | Q1 2026OLDER |
| Strategic Financial Services, Inc.$2.1B AUM | 2.09% | $44M | 833.5K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 2.09% | $5M | 92.2K | Q1 2026OLDER |
| MASON STREET ADVISORS, LLC$1.0B AUM | 2.08% | $21M | 403.3K | Q1 2026OLDER |
| Baring Financial LLC$182M AUM | 2.07% | $4M | 69.5K | Q2 2026 |
| Aegis Wealth Management LLC$175M AUM | 2.04% | $4M | 67.6K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 2.03% | $50M | 943.7K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 2.02% | $214M | 4.02M | Q1 2026OLDER |
| BlueSky Wealth Advisors, LLC$777M AUM | 2.02% | $16M | 297.5K | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 2.02% | $10M | 195.6K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 2.01% | $56M | 1.08M | Q1 2026OLDER |
| Porter White Investment Advisors, Inc.$250M AUM | 2.01% | $5M | 95.1K | Q1 2026OLDER |
| SwitchPoint Financial Planning, LLC$147M AUM | 1.95% | $3M | 54.4K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 1.92% | $10M | 184.1K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 1.89% | $8M | 153.0K | Q2 2026 |
| Timonier Family Office, LTD.$315M AUM | 1.89% | $6M | 119.3K | Q4 2025OLDER |
| Investmark Advisory Group LLC$234M AUM | 1.89% | $4M | 83.5K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 1.88% | $381M | 7.23M | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 1.87% | $21M | 403.5K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 1.84% | $4M | 77.6K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 1.81% | $16M | 303.9K | Q1 2026OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 1.81% | $38M | 713.5K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 1.81% | $20M | 386.2K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 1.78% | $57M | 1.08M | Q1 2026OLDER |
| Austin Asset Management Co Inc$608M AUM | 1.77% | $11M | 204.3K | Q1 2026OLDER |
| FMB WEALTH MANAGEMENT$242M AUM | 1.77% | $4M | 81.1K | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 1.77% | $4M | 82.6K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 1.76% | $13M | 240.0K | Q1 2026OLDER |
| Trace Wealth Advisors, LLC$133M AUM | 1.76% | $2M | 44.4K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 1.74% | $1.2B | 22.26M | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 1.70% | $11M | 214.2K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 1.68% | $54M | 1.02M | Q1 2026OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 1.68% | $6M | 116.2K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 1.67% | $7M | 138.2K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 1.64% | $6M | 118.8K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 1.63% | $94M | 1.79M | Q1 2026OLDER |
| APS Management Group, Inc.$130M AUM | 1.63% | $2M | 39.2K | Q2 2026 |
| Altiora Financial Group, LLC$607M AUM | 1.61% | $10M | 185.3K | Q1 2026OLDER |
| Tilson Financial Group, Inc.$333M AUM | 1.61% | $5M | 101.4K | Q1 2026OLDER |
| Nautilus Advisors LLC$146M AUM | 1.60% | $2M | 44.2K | Q1 2026OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 1.59% | $5M | 92.9K | Q1 2026OLDER |
| Hippocratic Financial Advisors, LLC$228M AUM | 1.57% | $4M | 67.8K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 1.54% | $5M | 101.3K | Q1 2026OLDER |
| HBE Wealth Management, LLC$115M AUM | 1.54% | $2M | 33.4K | Q1 2026OLDER |
| VERUS WEALTH MANAGEMENT, LLC$108M AUM | 1.53% | $2M | 31.2K | Q1 2026OLDER |
| Family CFO Inc$223M AUM | 1.53% | $3M | 64.6K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 1.52% | $107M | 1.94M | Q2 2026 |
| Mattern Wealth Management LLC$513M AUM | 1.47% | $8M | 142.9K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 1.42% | $13M | 246.3K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 1.41% | $118M | 2.23M | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 1.41% | $20M | 367.3K | Q1 2026OLDER |
| Powerhouse Assets LLC$115M AUM | 1.40% | $2M | 30.4K | Q1 2026OLDER |
| PEOPLES BANK /OH$163M AUM | 1.38% | $2M | 42.4K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 1.37% | $36M | 689.9K | Q1 2026OLDER |
| BluePrint Investing LLC$134M AUM | 1.36% | $2M | 33.6K | Q2 2026 |
| DiNuzzo Private Wealth, Inc.$928M AUM | 1.35% | $13M | 237.6K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 1.35% | $4M | 77.1K | Q1 2026OLDER |
| Oath Planning, LLC$113M AUM | 1.33% | $1M | 28.3K | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 1.33% | $4M | 66.9K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 1.32% | $4M | 73.9K | Q1 2026OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 1.31% | $1M | 27.8K | Q1 2026OLDER |
| Pacific Asset Management, LLC$179M AUM | 1.28% | $2M | 43.5K | Q1 2026OLDER |
| Lakeshore Financial Planning, Inc.$276M AUM | 1.28% | $4M | 66.8K | Q1 2026OLDER |
| KELLY FINANCIAL GROUP LLC$398M AUM | 1.25% | $5M | 94.2K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 1.25% | $4M | 70.0K | Q1 2026OLDER |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 1.21% | $13M | 241.2K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 1.19% | $27M | 508.6K | Q1 2026OLDER |
| Kaufman Rossin Wealth, LLC$174M AUM | 1.18% | $2M | 38.9K | Q1 2026OLDER |
| Integras Partners LLC$152M AUM | 1.14% | $2M | 33.0K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 1.14% | $5M | 98.0K | Q1 2026OLDER |
| City State Bank$385M AUM | 1.14% | $4M | 83.4K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 1.12% | $10M | 193.9K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 1.11% | $2M | 41.0K | Q1 2026OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 1.09% | $23M | 463.8K | Q4 2025OLDER |
| Wolfstich Capital, LLC$114M AUM | 1.07% | $1M | 23.2K | Q4 2025OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 1.06% | $2M | 44.6K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 1.05% | $5M | 92.1K | Q2 2026 |
| New Dimensions Wealth Management, LLC$118M AUM | 1.03% | $1M | 22.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 1.01% | $1.6B | 31.18M | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 1.00% | $12M | 236.7K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 1.00% | $2M | 45.4K | Q1 2026OLDER |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 0.99% | $5M | 89.4K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.97% | $11M | 203.0K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.97% | $2M | 46.2K | Q1 2026OLDER |
| Approach Retirement Advisors, LLC$120M AUM | 0.96% | $1M | 21.9K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.95% | $78M | 1.47M | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.93% | $4M | 80.2K | Q1 2026OLDER |
| Aurelius Family Office LLC$230M AUM | 0.91% | $2M | 39.9K | Q1 2026OLDER |
| QUARRY HILL ADVISORS, LLC$243M AUM | 0.91% | $2M | 39.7K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 0.91% | $5M | 90.4K | Q1 2026OLDER |
| CLG LLC$403M AUM | 0.90% | $4M | 68.6K | Q1 2026OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.84% | $4M | 83.4K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.81% | $3M | 52.6K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.80% | $715M | 13.54M | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.79% | $10M | 180.7K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.78% | $2M | 43.7K | Q1 2026OLDER |
| Armbruster Capital Management, Inc.$671M AUM | 0.78% | $5M | 96.8K | Q2 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 0.78% | $1M | 25.7K | Q1 2026OLDER |
| Archvest Wealth Advisors, Inc.$155M AUM | 0.78% | $1M | 22.8K | Q1 2026OLDER |
| Applied Capital LLC$268M AUM | 0.77% | $2M | 38.9K | Q1 2026OLDER |
| CogentBlue Wealth Advisors, LLC$149M AUM | 0.73% | $1M | 20.6K | Q1 2026OLDER |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 0.73% | $1M | 26.4K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.72% | $37M | 733.0K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.71% | $10M | 186.2K | Q1 2026OLDER |
| Kane Co Wealth Management, Inc.$119M AUM | 0.71% | $843,558 | 16.0K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.70% | $1M | 21.8K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.69% | $1M | 24.0K | Q1 2026OLDER |
| Heritage Wealth Management, Inc./Texas$234M AUM | 0.69% | $2M | 30.7K | Q1 2026OLDER |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 0.69% | $1M | 19.8K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.69% | $36M | 684.2K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 0.68% | $898,655 | 17.0K | Q1 2026OLDER |
| Avant Financial Advisors LLC$161M AUM | 0.68% | $1M | 20.1K | Q2 2026 |
| Certified Advisory Corp$1.2B AUM | 0.67% | $8M | 152.9K | Q2 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.67% | $2M | 42.5K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.66% | $2M | 38.2K | Q1 2026OLDER |
| Longview Financial Advisors LLC$184M AUM | 0.65% | $1M | 22.7K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.65% | $5M | 100.4K | Q2 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 0.64% | $1M | 19.7K | Q1 2026OLDER |
| Trailhead Planners LLC$104M AUM | 0.63% | $654,674 | 12.4K | Q1 2026OLDER |
| Platform Wealth Management, LLC$376M AUM | 0.62% | $2M | 46.6K | Q4 2025OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 0.62% | $1M | 25.1K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 0.61% | $2M | 33.0K | Q1 2026OLDER |
| Strata Wealth Advisors, LLC$365M AUM | 0.61% | $2M | 41.9K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.60% | $2M | 44.8K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.59% | $13M | 251.6K | Q1 2026OLDER |
| Summit Portfolio Management, LTD.$155M AUM | 0.58% | $895,096 | 17.0K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.58% | $1M | 20.6K | Q1 2026OLDER |
| BWM Planning, LLC$379M AUM | 0.57% | $2M | 41.1K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.56% | $3M | 50.8K | Q2 2026 |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.56% | $974,818 | 18.5K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 0.56% | $2M | 29.3K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.55% | $2M | 38.3K | Q1 2026OLDER |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 0.54% | $3M | 51.8K | Q1 2026OLDER |
| Estate Counselors, LLC$1.1B AUM | 0.54% | $6M | 115.7K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.54% | $1M | 21.5K | Q2 2026 |
| Pettinga Financial Advisors LLC$624M AUM | 0.53% | $3M | 61.0K | Q2 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.52% | $4M | 76.4K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.52% | $5M | 87.4K | Q1 2026OLDER |
| Mustard Seed Financial, LLC$167M AUM | 0.52% | $861,598 | 16.3K | Q1 2026OLDER |
| Triangle Securities Wealth Management$504M AUM | 0.51% | $3M | 47.3K | Q2 2026 |
| CVA Family Office, LLC$950M AUM | 0.51% | $5M | 91.0K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.50% | $5M | 89.0K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 0.50% | $1M | 28.2K | Q3 2025OLDER |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 0.50% | $2M | 43.9K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.50% | $869M | 16.46M | Q1 2026OLDER |
| E-Wealth Partners, LLC$124M AUM | 0.50% | $613,378 | 11.6K | Q2 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.49% | $7M | 124.6K | Q1 2026OLDER |
| Oder Investment Management, LLC$130M AUM | 0.49% | $640,380 | 12.1K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.48% | $2M | 35.2K | Q3 2025OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.48% | $4M | 78.1K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.47% | $2M | 44.0K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.46% | $2M | 33.8K | Q4 2025OLDER |
| Seven Springs Wealth Group, LLC$432M AUM | 0.46% | $2M | 37.6K | Q1 2026OLDER |
| 25 LLC$324M AUM | 0.46% | $1M | 28.2K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.46% | $4M | 77.2K | Q1 2026OLDER |
| Mullaney, Keating & Wright, Inc.$207M AUM | 0.46% | $944,357 | 17.5K | Q2 2026 |
| MB Generational Wealth, LLC$181M AUM | 0.46% | $824,107 | 15.6K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.45% | $630,216 | 11.7K | Q2 2026 |
| Foundation Wealth Management, LLC\PA$284M AUM | 0.44% | $1M | 23.6K | Q1 2026OLDER |
| First Financial Group Corp$122M AUM | 0.44% | $533,606 | 10.1K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.43% | $1M | 21.8K | Q1 2026OLDER |
| MN Wealth Advisors, LLC$206M AUM | 0.43% | $876,728 | 16.6K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 0.42% | $1M | 25.7K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.42% | $685,548 | 13.0K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 0.42% | $2M | 35.6K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.42% | $7M | 123.2K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.41% | $4M | 71.1K | Q1 2026OLDER |
| K2 Financial Inc.$138M AUM | 0.41% | $565,900 | 10.4K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.41% | $287M | 5.44M | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 0.41% | $4M | 85.0K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.39% | $3M | 62.1K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.39% | $74M | 1.40M | Q1 2026OLDER |
| Sunesis Advisors, LLC$221M AUM | 0.39% | $861,053 | 16.3K | Q1 2026OLDER |
| Golden Bell Financial Planning LLC$125M AUM | 0.38% | $481,881 | 9.1K | Q1 2026OLDER |
| Mills Wealth Advisors LLC$318M AUM | 0.38% | $1M | 22.5K | Q2 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 0.38% | $1M | 20.8K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.38% | $2M | 42.5K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.38% | $2M | 41.0K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.37% | $66M | 1.25M | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.36% | $3M | 49.1K | Q1 2026OLDER |
| Eaton Financial Holdings Company, LLC$305M AUM | 0.36% | $1M | 20.9K | Q1 2026OLDER |
| Oak Wealth Advisors LLC$182M AUM | 0.36% | $649,994 | 12.3K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 0.36% | $1M | 19.7K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.36% | $2M | 31.9K | Q1 2026OLDER |
| NerdWallet Wealth Partners, LLC$290M AUM | 0.35% | $1M | 18.8K | Q2 2026 |
| Ponta Wealth Partners, LLC$124M AUM | 0.35% | $431,054 | 8.2K | Q1 2026OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 0.35% | $1M | 25.6K | Q2 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.34% | $1M | 19.1K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.34% | $13M | 243.7K | Q1 2026OLDER |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 0.34% | $1M | 19.1K | Q1 2026OLDER |
| Generations Wealth, LLC$103M AUM | 0.33% | $340,356 | 6.4K | Q1 2026OLDER |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$112M AUM | 0.33% | $370,252 | 7.0K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.32% | $908,896 | 17.2K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.31% | $10M | 193.4K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.31% | $11M | 205.8K | Q1 2026OLDER |
| Long Island Wealth Management, Inc.$216M AUM | 0.31% | $666,295 | 12.6K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.30% | $412,374 | 8.3K | Q4 2025OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 0.30% | $2M | 46.6K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.30% | $1M | 22.2K | Q1 2026OLDER |
| Tandem Financial, LLC$314M AUM | 0.30% | $932,993 | 17.7K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.29% | $1M | 26.3K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.29% | $1M | 24.6K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$177M AUM | 0.29% | $431,298 | 11.7K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.28% | $902,274 | 17.1K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.28% | $393,686 | 7.5K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.28% | $20M | 376.7K | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 0.28% | $1M | 25.0K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.28% | $10M | 193.9K | Q1 2026OLDER |
| Financial Synergies Wealth Advisors, Inc.$1.2B AUM | 0.28% | $3M | 61.0K | Q2 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.28% | $71M | 1.54M | Q3 2025OLDER |
| Financial Harvest, LLC$170M AUM | 0.27% | $466,100 | 8.8K | Q1 2026OLDER |
| KDK Private Wealth Management, LLC$109M AUM | 0.27% | $297,732 | 5.6K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.27% | $930,670 | 17.6K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 0.27% | $1M | 20.0K | Q1 2026OLDER |
| Daytona Street Capital LLC$130M AUM | 0.26% | $338,959 | 6.3K | Q1 2026OLDER |
| HANOVER ADVISORS INC$246M AUM | 0.26% | $642,702 | 12.2K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.25% | $669,354 | 12.6K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.25% | $691,366 | 13.1K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.25% | $263,161 | 5.0K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.24% | $38M | 756.1K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 0.24% | $2M | 28.9K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.24% | $170M | 3.21M | Q1 2026OLDER |
| VERITY Wealth Advisors$150M AUM | 0.24% | $357,373 | 6.8K | Q1 2026OLDER |
| TFO Wealth Partners, LLC$735M AUM | 0.24% | $2M | 33.0K | Q1 2026OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 0.24% | $707,281 | 13.1K | Q1 2026OLDER |
| Flavin Financial Services, Inc.$149M AUM | 0.23% | $345,867 | 6.6K | Q1 2026OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.23% | $669,937 | 12.7K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.23% | $564,239 | 10.7K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.23% | $3M | 54.7K | Q2 2026 |
| Renasant Bank$141M AUM | 0.23% | $325,125 | 6.2K | Q1 2026OLDER |
| Symmetry Partners, LLC$1.8B AUM | 0.22% | $4M | 74.2K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.22% | $11M | 205.2K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 0.22% | $830,680 | 15.7K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.22% | $12M | 227.2K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.22% | $7M | 127.7K | Q1 2026OLDER |
| Beta Wealth Group, Inc.$242M AUM | 0.21% | $509,696 | 9.7K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.21% | $312,402 | 6.8K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.21% | $236,929 | 4.5K | Q1 2026OLDER |
| J. Derek Lewis & Associates Inc.$445M AUM | 0.21% | $923,101 | 17.5K | Q1 2026OLDER |
| Santori & Peters, Inc.$321M AUM | 0.21% | $666,453 | 12.6K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.21% | $606,212 | 11.2K | Q2 2026 |
| Cornerstone National Bank & Trust Co$271M AUM | 0.21% | $560,232 | 10.5K | Q1 2026OLDER |
| Cooke Wealth Management, LLC$113M AUM | 0.20% | $230,913 | 4.4K | Q1 2026OLDER |
| Exeter Financial, LLC$245M AUM | 0.20% | $498,818 | 9.5K | Q1 2026OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 0.20% | $281,106 | 5.3K | Q1 2026OLDER |
| DBK Financial Counsel, LLC$132M AUM | 0.20% | $266,275 | 5.0K | Q2 2026 |
| Clayton Financial Group LLC$195M AUM | 0.20% | $392,050 | 7.4K | Q1 2026OLDER |
| GEM Asset Management, LLC$227M AUM | 0.20% | $453,531 | 8.6K | Q1 2026OLDER |
| Clarity Wealth Development LLC$123M AUM | 0.19% | $237,879 | 4.5K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.19% | $1M | 19.0K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.19% | $1M | 22.0K | Q1 2026OLDER |
| Financial Symmetry Inc$281M AUM | 0.19% | $536,915 | 9.7K | Q1 2026OLDER |
| Tassel Capital Management, Inc.$184M AUM | 0.19% | $350,633 | 6.6K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.19% | $6M | 117.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.19% | $178M | 3.37M | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.19% | $220,564 | 4.1K | Q2 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.18% | $10M | 206.0K | Q4 2025OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.17% | $3M | 56.7K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.17% | $26M | 483.2K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.17% | $6M | 120.0K | Q2 2026 |
| Klingman & Associates, LLC$2.1B AUM | 0.17% | $4M | 66.5K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.17% | $6M | 102.5K | Q2 2026 |
| IFG Advisors, LLC$611M AUM | 0.17% | $1M | 19.2K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.16% | $5M | 98.3K | Q1 2026OLDER |
| Bluesphere Advisors LLC$281M AUM | 0.16% | $461,244 | 8.7K | Q1 2026OLDER |
| EPIQ PARTNERS, LLC$236M AUM | 0.16% | $386,332 | 7.2K | Q2 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.16% | $2M | 44.2K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.16% | $543,213 | 10.3K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.16% | $1M | 25.3K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.16% | $1M | 18.9K | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.16% | $882,112 | 16.7K | Q1 2026OLDER |
| Matisse Capital$234M AUM | 0.16% | $369,460 | 7.0K | Q1 2026OLDER |
| Faithward Advisors, LLC$701M AUM | 0.16% | $1M | 20.9K | Q1 2026OLDER |
| Five Oceans Advisors$311M AUM | 0.16% | $486,666 | 9.0K | Q2 2026 |
| Samalin Investment Counsel, LLC$282M AUM | 0.15% | $436,058 | 8.3K | Q1 2026OLDER |
| Meredith Wealth Planning$369M AUM | 0.15% | $567,473 | 10.8K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 0.15% | $834,557 | 15.8K | Q1 2026OLDER |
| Life Planning Partners, Inc$131M AUM | 0.15% | $201,145 | 3.8K | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 0.15% | $367,522 | 7.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.15% | $57M | 1.08M | Q1 2026OLDER |
| Andina Capital Management, LLC$113M AUM | 0.15% | $246,556 | 4.9K | Q4 2025OLDER |
| BOS Asset Management, LLC$392M AUM | 0.15% | $575,748 | 10.9K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.15% | $2M | 45.6K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.15% | $2M | 34.3K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.14% | $19M | 364.9K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.14% | $551,681 | 10.5K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.14% | $2M | 41.6K | Q1 2026OLDER |
| Anson Capital, Inc.$146M AUM | 0.14% | $206,739 | 3.9K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.14% | $355,793 | 6.4K | Q1 2026OLDER |
| Compass Advisory Group LLC$374M AUM | 0.14% | $522,817 | 9.9K | Q1 2026OLDER |
| Ellenbecker Investment Group$743M AUM | 0.14% | $1M | 19.5K | Q1 2026OLDER |
| SCRATCH CAPITAL LLC$175M AUM | 0.14% | $209,979 | 4.2K | Q4 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.14% | $1M | 21.2K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.14% | $265,378 | 5.0K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 0.14% | $236,508 | 4.5K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.13% | $2M | 35.0K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.13% | $209,537 | 4.0K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.13% | $513,180 | 9.7K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.13% | $7M | 139.3K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.13% | $1M | 24.4K | Q3 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.13% | $6M | 107.7K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 0.13% | $750,901 | 14.2K | Q1 2026OLDER |
| RAM Investment Partners, LLC$569M AUM | 0.13% | $740,861 | 14.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.13% | $64M | 1.20M | Q1 2026OLDER |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 0.13% | $683,417 | 14.8K | Q3 2025OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 0.13% | $517,138 | 9.8K | Q1 2026OLDER |
| BankChampaign, National Association$101M AUM | 0.13% | $130,888 | 350 | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.13% | $10M | 191.5K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.13% | $1M | 22.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.12% | $15M | 290.7K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.12% | $180M | 3.41M | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 0.12% | $237,463 | 4.5K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.12% | $955,687 | 18.1K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.12% | $603,844 | 11.4K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.12% | $4M | 76.5K | Q4 2025OLDER |
| Blume Capital Management, Inc.$588M AUM | 0.12% | $696,696 | 13.2K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.12% | $2M | 31.8K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.12% | $1M | 24.3K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.11% | $15M | 289.3K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.11% | $293,721 | 5.6K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.11% | $27M | 518.4K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.11% | $601,006 | 11.4K | Q1 2026OLDER |
| Level Wealth Management LLC$213M AUM | 0.11% | $225,596 | 4.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.10% | $98M | 1.86M | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.10% | $2M | 35.4K | Q1 2026OLDER |
| Citrine Capital LLC$231M AUM | 0.10% | $240,043 | 4.5K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 0.10% | $2M | 29.1K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.10% | $887,993 | 16.8K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.10% | $1M | 23.3K | Q1 2026OLDER |
| Foundry Financial LLC$236M AUM | 0.10% | $234,411 | 4.4K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.10% | $576,500 | 12.5K | Q3 2025OLDER |
| Seaside Wealth Management, Inc.$356M AUM | 0.10% | $348,640 | 6.6K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.10% | $446,854 | 8.3K | Q2 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.10% | $2M | 36.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.10% | $26M | 486.4K | Q1 2026OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 0.10% | $808,018 | 15.3K | Q1 2026OLDER |
| Flagstone Financial Management$403M AUM | 0.10% | $386,350 | 7.3K | Q1 2026OLDER |
| ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM | 0.10% | $217,776 | 4.1K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.10% | $618,873 | 12.4K | Q1 2026OLDER |
| Fund Evaluation Group, LLC$3.3B AUM | 0.10% | $3M | 58.9K | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.09% | $7M | 124.9K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$179M AUM | 0.09% | $115,483 | 2.2K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.09% | $256,458 | 4.9K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.09% | $6M | 128.7K | Q3 2025OLDER |
| LJI Wealth Management, LLC$626M AUM | 0.09% | $563,612 | 10.7K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.09% | $260,076 | 4.9K | Q1 2026OLDER |
| Kinloch Capital, LLC$245M AUM | 0.09% | $218,404 | 4.1K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.09% | $3M | 59.6K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.09% | $3M | 50.0K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.09% | $6M | 120.5K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.09% | $5M | 101.6K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.09% | $909,580 | 17.2K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.09% | $959,131 | 17.8K | Q2 2026 |
| CSS LLC/IL$2.1B AUM | 0.09% | $2M | 34.0K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.09% | $3M | 64.1K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 0.08% | $200,564 | 3.8K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 0.08% | $321,007 | 6.4K | Q4 2025OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.08% | $920,144 | 17.4K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.