SPDR INDEX SHS FDS
CUSIP 78463X509
Spdr Index Shs Fds has 989 institutional holders in Filings Flow’s 13F database, together reporting 248.47M shares worth $11.4B as of Q1 2026. The largest reported holders are Creative Planning, Charles Schwab Investment Management Inc, and Financial Engines Advisors L.L.C..
Institutional Holders
989
Q1 2026
Reported Value
$11.4B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Marathon Strategic Advisors, LLC$139M AUM | 8.41% | $12M | 249.4K | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 7.98% | $28M | 596.1K | Q3 2025OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 7.90% | $152M | 3.25M | Q4 2025OLDER |
| McNamara Financial Services, Inc.$528M AUM | 7.68% | $41M | 865.3K | Q1 2026OLDER |
| Chaney Capital Management, Inc.$284M AUM | 7.11% | $20M | 430.1K | Q1 2026OLDER |
| LANDMARK WEALTH MANAGEMENT, INC.$265M AUM | 6.68% | $18M | 377.5K | Q1 2026OLDER |
| Luken Investment Analytics, LLC$261M AUM | 6.53% | $17M | 363.4K | Q1 2026OLDER |
| Uptown Financial Advisors LLC$126M AUM | 5.82% | $7M | 156.1K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 5.59% | $12M | 255.2K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 5.51% | $6M | 118.5K | Q1 2026OLDER |
| Sterneck Capital Management, LLC$223M AUM | 5.48% | $12M | 260.3K | Q1 2026OLDER |
| CAPITAL WEALTH MANAGEMENT, LLC$416M AUM | 5.42% | $23M | 435.4K | Q2 2026 |
| Financial Strategies Group, Inc.$598M AUM | 5.40% | $32M | 632.5K | Q1 2026OLDER |
| Palatine Hill Wealth Management, LLC$115M AUM | 5.36% | $6M | 131.2K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 5.23% | $7M | 156.1K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 5.20% | $26M | 558.6K | Q1 2026OLDER |
| My Portfolio Guide, LLC$181M AUM | 4.92% | $9M | 189.6K | Q1 2026OLDER |
| Leicht Financial Planning & Wealth Management, Inc.$220M AUM | 4.85% | $11M | 227.8K | Q1 2026OLDER |
| Delta Wealth Advisors LLC$131M AUM | 4.82% | $6M | 134.9K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 4.74% | $11M | 227.9K | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 4.55% | $37M | 785.8K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 4.51% | $12M | 310.2K | Q1 2026OLDER |
| LPWM LLC$396M AUM | 4.50% | $18M | 380.1K | Q1 2026OLDER |
| Cobblestone Asset Management LLC$222M AUM | 4.34% | $10M | 205.6K | Q1 2026OLDER |
| Financial Management, Inc.$106M AUM | 4.19% | $4M | 95.1K | Q2 2026 |
| Financial Planning Fort Collins, LLC$133M AUM | 4.18% | $6M | 108.9K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 4.16% | $12M | 249.8K | Q3 2025OLDER |
| WRAPMANAGER INC$288M AUM | 4.08% | $12M | 250.1K | Q1 2026OLDER |
| MATAURO, LLC$692M AUM | 4.05% | $28M | 597.3K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 3.87% | $38M | 801.6K | Q1 2026OLDER |
| BRIGHTON SECURITIES CORP.$233M AUM | 3.81% | $9M | 171.2K | Q2 2026 |
| West Wealth Group, LLC$506M AUM | 3.79% | $19M | 408.7K | Q1 2026OLDER |
| Millington Financial Advisors, LLC$237M AUM | 3.68% | $9M | 171.4K | Q1 2026OLDER |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 3.58% | $4M | 86.3K | Q1 2026OLDER |
| TPG Financial Advisors, LLC$307M AUM | 3.54% | $11M | 231.9K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 3.53% | $8M | 178.6K | Q1 2026OLDER |
| MA Private Wealth$591M AUM | 3.47% | $21M | 437.5K | Q1 2026OLDER |
| TRUEFG, LLC$377M AUM | 3.42% | $13M | 275.3K | Q1 2026OLDER |
| Collier Financial$131M AUM | 3.34% | $4M | 93.5K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 3.34% | $30M | 640.2K | Q1 2026OLDER |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 3.28% | $6M | 127.4K | Q1 2026OLDER |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM | 3.27% | $20M | 434.2K | Q1 2026OLDER |
| Melone Private Wealth, LLC$263M AUM | 3.24% | $9M | 164.4K | Q2 2026 |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 3.16% | $32M | 690.7K | Q1 2026OLDER |
| Peak Financial Management, Inc.$394M AUM | 3.11% | $12M | 261.3K | Q1 2026OLDER |
| Axos Invest Inc.$132M AUM | 3.11% | $4M | 87.7K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 3.11% | $37M | 794.9K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 3.08% | $8M | 153.5K | Q2 2026 |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 3.06% | $5M | 96.8K | Q4 2025OLDER |
| Optimist Retirement Group LLC$227M AUM | 2.95% | $7M | 142.7K | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 2.95% | $35M | 749.7K | Q1 2026OLDER |
| Compton Financial Group, LLC$453M AUM | 2.94% | $13M | 283.9K | Q1 2026OLDER |
| Norris Financial Group, LLC$108M AUM | 2.92% | $3M | 84.2K | Q2 2026 |
| Midwest Financial Network, LLC$146M AUM | 2.86% | $4M | 80.9K | Q2 2026 |
| LEGACY SOLUTIONS, LLC$124M AUM | 2.75% | $3M | 65.6K | Q2 2026 |
| ONE Advisory Partners, LLC$324M AUM | 2.75% | $9M | 190.0K | Q1 2026OLDER |
| Schwallier Wealth Management LLC$137M AUM | 2.73% | $4M | 79.6K | Q1 2026OLDER |
| Ervin Investment Management, LLC$184M AUM | 2.63% | $5M | 93.6K | Q2 2026 |
| Shum Financial Group, Inc.$141M AUM | 2.63% | $4M | 79.3K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 2.60% | $8M | 161.2K | Q1 2026OLDER |
| Leslie Global Wealth, LLC$190M AUM | 2.59% | $5M | 104.8K | Q1 2026OLDER |
| David Kennon Inc$279M AUM | 2.59% | $7M | 153.8K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 2.58% | $21M | 409.4K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 2.55% | $14M | 304.9K | Q1 2026OLDER |
| Aquire Wealth Advisors, LLC$381M AUM | 2.49% | $9M | 202.2K | Q1 2026OLDER |
| Atlas Private Wealth Advisors$425M AUM | 2.47% | $11M | 224.0K | Q1 2026OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 2.47% | $9M | 191.3K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 2.45% | $8M | 161.5K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 2.44% | $9M | 188.4K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 2.43% | $11M | 229.6K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 2.42% | $11M | 225.8K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 2.37% | $4M | 97.2K | Q1 2026OLDER |
| Second Line Capital, LLC$528M AUM | 2.37% | $13M | 244.1K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 2.35% | $15M | 289.3K | Q2 2026 |
| ERn Financial, LLC$532M AUM | 2.35% | $12M | 266.1K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 2.29% | $31M | 663.2K | Q1 2026OLDER |
| Obsidian Personal Planning Solutions LLC$288M AUM | 2.22% | $6M | 134.4K | Q3 2025OLDER |
| KWB Wealth$1.0B AUM | 2.21% | $22M | 476.3K | Q1 2026OLDER |
| Integrated Capital Management, LLC$237M AUM | 2.20% | $5M | 111.2K | Q1 2026OLDER |
| ADE, LLC$209M AUM | 2.20% | $5M | 97.7K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 2.17% | $30M | 572.8K | Q2 2026 |
| Wrenne Financial Planning LLC$255M AUM | 2.16% | $6M | 117.5K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 2.16% | $6M | 133.4K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 2.16% | $192M | 4.10M | Q1 2026OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 2.14% | $48M | 1.03M | Q1 2026OLDER |
| Roan Capital Partners$121M AUM | 2.13% | $3M | 49.6K | Q2 2026 |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 2.13% | $5M | 102.7K | Q1 2026OLDER |
| Windsor Capital Management, LLC$385M AUM | 2.10% | $8M | 155.8K | Q2 2026 |
| Tranquilli Financial Advisor LLC$171M AUM | 2.09% | $4M | 76.4K | Q1 2026OLDER |
| Phoenix Wealth Advisors$253M AUM | 2.06% | $5M | 111.1K | Q1 2026OLDER |
| Partnership Wealth Management, LLC$131M AUM | 2.04% | $3M | 57.0K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 1.97% | $9M | 198.3K | Q2 2026 |
| VICUS CAPITAL$1.4B AUM | 1.97% | $27M | 571.8K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 1.96% | $6M | 110.9K | Q2 2026 |
| Affiance Financial, LLC$695M AUM | 1.94% | $14M | 261.1K | Q2 2026 |
| ABOUND FINANCIAL, LLC$229M AUM | 1.92% | $4M | 93.6K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 1.92% | $17M | 357.4K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 1.88% | $4M | 70.7K | Q2 2026 |
| Fort Point Capital Partners LLC$825M AUM | 1.87% | $15M | 328.1K | Q1 2026OLDER |
| PLANWISER FINANCIAL, LLC$138M AUM | 1.86% | $3M | 51.1K | Q1 2026OLDER |
| BayBridge Capital Group, LLC$161M AUM | 1.80% | $3M | 62.0K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 1.77% | $438M | 9.33M | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 1.77% | $12M | 255.7K | Q1 2026OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 1.76% | $14M | 289.7K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 1.75% | $10M | 197.3K | Q2 2026 |
| Allen Capital Group, LLC$1.1B AUM | 1.74% | $20M | 415.7K | Q1 2026OLDER |
| Rodgers & Associates, LTD$982M AUM | 1.73% | $17M | 362.6K | Q1 2026OLDER |
| Livet Wealth, LLC$157M AUM | 1.73% | $3M | 57.9K | Q1 2026OLDER |
| ISTHMUS PARTNERS, LLC$953M AUM | 1.71% | $16M | 347.3K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 1.71% | $3M | 58.2K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 1.71% | $62M | 1.33M | Q1 2026OLDER |
| Vested Financial Planning, LLC$131M AUM | 1.67% | $2M | 46.8K | Q1 2026OLDER |
| Sherman Wealth Management LLC$133M AUM | 1.64% | $2M | 42.0K | Q2 2026 |
| Elm Partners Management LLC$2.3B AUM | 1.63% | $38M | 827.0K | Q1 2026OLDER |
| Echo Wealth Management, LLC$174M AUM | 1.62% | $3M | 59.2K | Q4 2025OLDER |
| TRB Wealth Management, LLC$704M AUM | 1.61% | $11M | 242.1K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 1.60% | $789M | 16.82M | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 1.60% | $4M | 76.6K | Q3 2025OLDER |
| Red Wave Investments LLC$335M AUM | 1.57% | $5M | 112.0K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 1.52% | $12M | 247.5K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 1.47% | $7M | 149.2K | Q1 2026OLDER |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 1.46% | $3M | 64.1K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 1.46% | $32M | 690.9K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 1.46% | $20M | 419.0K | Q4 2025OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 1.45% | $4M | 93.2K | Q1 2026OLDER |
| Rinkey Investments$391M AUM | 1.44% | $6M | 120.3K | Q1 2026OLDER |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 1.43% | $3M | 63.0K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 1.42% | $11M | 233.5K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 1.40% | $4M | 76.1K | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 1.39% | $7M | 155.3K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 1.35% | $8M | 174.9K | Q1 2026OLDER |
| Mason & Associates, LLC$437M AUM | 1.35% | $6M | 125.4K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 1.34% | $48M | 1.02M | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 1.33% | $6M | 112.5K | Q2 2026 |
| Wolff Financial Management LLC$453M AUM | 1.31% | $6M | 126.8K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 1.31% | $49M | 1.04M | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 1.31% | $34M | 666.5K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 1.30% | $16M | 336.8K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 1.29% | $17M | 367.4K | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 1.27% | $21M | 440.8K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 1.27% | $10M | 220.8K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 1.25% | $35M | 741.7K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 1.24% | $31M | 666.7K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 1.23% | $6M | 126.5K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 1.22% | $2M | 42.5K | Q1 2026OLDER |
| HARBOR ADVISORY CORP /MA/$333M AUM | 1.22% | $4M | 86.3K | Q1 2026OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 1.21% | $2M | 44.1K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 1.20% | $12M | 248.6K | Q1 2026OLDER |
| BankPlus Wealth Management LLC$194M AUM | 1.19% | $2M | 49.1K | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 1.16% | $3M | 54.1K | Q1 2026OLDER |
| Alpha Advisors, LLC/VA$127M AUM | 1.15% | $1M | 31.1K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 1.15% | $3M | 58.5K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 1.13% | $53M | 1.13M | Q1 2026OLDER |
| Cercano Management LLC$2.3B AUM | 1.11% | $26M | 548.9K | Q1 2026OLDER |
| Split Rock Private Trading & Wealth Management, LLC$129M AUM | 1.10% | $1M | 30.2K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 1.10% | $2M | 40.3K | Q2 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 1.10% | $34M | 728.9K | Q1 2026OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 1.07% | $7M | 144.6K | Q1 2026OLDER |
| Strategic Financial Planning, Inc.$171M AUM | 1.04% | $2M | 39.2K | Q4 2025OLDER |
| Trivant Custom Portfolio Group, LLC$182M AUM | 1.03% | $2M | 40.1K | Q1 2026OLDER |
| Gainplan LLC$254M AUM | 1.02% | $2M | 51.3K | Q3 2025OLDER |
| WealthPoint Financial, LLC$119M AUM | 1.01% | $1M | 25.7K | Q2 2026 |
| Integrity Wealth Partners, LLC$111M AUM | 1.01% | $1M | 23.8K | Q1 2026OLDER |
| Hofer & Associates. Inc$186M AUM | 0.98% | $2M | 38.9K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 0.98% | $2M | 36.3K | Q4 2025OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.98% | $7M | 153.6K | Q1 2026OLDER |
| Churchill Financial Advisors, LLC$476M AUM | 0.96% | $5M | 97.5K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.96% | $16M | 335.4K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.96% | $23M | 486.7K | Q1 2026OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 0.94% | $111M | 2.38M | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.94% | $11M | 224.6K | Q1 2026OLDER |
| Kagan Cocozza Asset Management$142M AUM | 0.94% | $1M | 28.4K | Q1 2026OLDER |
| Alliance Wealth Management Group$457M AUM | 0.94% | $4M | 91.3K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.92% | $2M | 53.0K | Q3 2025OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.91% | $3M | 68.0K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 0.91% | $1M | 21.6K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.91% | $6M | 136.9K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$177M AUM | 0.89% | $2M | 30.5K | Q2 2026 |
| Vericrest Private Wealth$111M AUM | 0.89% | $987,456 | 21.1K | Q1 2026OLDER |
| OLIO Financial Planning$361M AUM | 0.88% | $3M | 68.0K | Q1 2026OLDER |
| Ironwood Wealth Management, LLC.$349M AUM | 0.87% | $3M | 64.9K | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 0.87% | $5M | 117.1K | Q1 2026OLDER |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 0.86% | $1M | 31.3K | Q1 2026OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 0.86% | $2M | 35.4K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.86% | $1M | 27.9K | Q1 2026OLDER |
| Towercrest Capital Management$642M AUM | 0.85% | $5M | 116.6K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.85% | $53M | 1.12M | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.85% | $3M | 55.3K | Q1 2026OLDER |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 0.83% | $947,822 | 20.8K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.82% | $3M | 55.8K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.81% | $5M | 97.1K | Q1 2026OLDER |
| WLTH Capital Management, LLC$156M AUM | 0.81% | $1M | 24.3K | Q2 2026 |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 0.81% | $5M | 106.2K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.80% | $10M | 220.9K | Q1 2026OLDER |
| Great Point Wealth Advisors, LLC$542M AUM | 0.80% | $4M | 91.8K | Q1 2026OLDER |
| Single Point Partners, LLC$503M AUM | 0.79% | $4M | 84.9K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.79% | $3M | 73.4K | Q1 2026OLDER |
| Sound Financial Strategies Group, LLC$147M AUM | 0.78% | $1M | 24.5K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.78% | $18M | 378.8K | Q1 2026OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.78% | $2M | 51.0K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.78% | $1M | 31.0K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.77% | $7M | 147.1K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 0.77% | $2M | 46.9K | Q1 2026OLDER |
| Generation Capital Management LLC$137M AUM | 0.76% | $1M | 22.1K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 0.75% | $2M | 37.0K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.75% | $194M | 4.13M | Q1 2026OLDER |
| Moss Adams Wealth Advisors LLC$1.4B AUM | 0.74% | $10M | 217.0K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.74% | $3M | 63.3K | Q1 2026OLDER |
| Jefferson Bridge Capital, LLC$101M AUM | 0.74% | $744,871 | 15.9K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.74% | $5M | 97.4K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.74% | $36M | 774.1K | Q1 2026OLDER |
| Vision Capital Management, Inc.$792M AUM | 0.73% | $6M | 123.1K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 0.73% | $756,563 | 16.1K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.72% | $5M | 111.2K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.72% | $4M | 81.3K | Q1 2026OLDER |
| Sanchez Levi Garrett$159M AUM | 0.72% | $1M | 24.5K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.71% | $5M | 98.7K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.71% | $5M | 103.9K | Q1 2026OLDER |
| NavPoint Financial, Inc.$247M AUM | 0.69% | $2M | 36.6K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.69% | $1.0B | 21.77M | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 0.69% | $6M | 111.8K | Q2 2026 |
| Brown Financial Advisory$202M AUM | 0.67% | $1M | 28.8K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.67% | $5M | 102.3K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.66% | $10M | 204.7K | Q1 2026OLDER |
| Wealth Advisors of Iowa, LLC$323M AUM | 0.65% | $2M | 45.1K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 0.65% | $1M | 28.4K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.65% | $4M | 90.9K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.64% | $1M | 22.0K | Q1 2026OLDER |
| Capital Developers, LLC$111M AUM | 0.63% | $702,712 | 15.0K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.63% | $2M | 39.4K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.62% | $2M | 51.1K | Q1 2026OLDER |
| IRON Financial LLC$229M AUM | 0.62% | $1M | 30.3K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.62% | $2M | 37.4K | Q1 2026OLDER |
| Upper Left Wealth Management, LLC$169M AUM | 0.62% | $1M | 22.3K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.61% | $4M | 72.6K | Q2 2026 |
| Diligent Investors, LLC$404M AUM | 0.61% | $2M | 52.7K | Q1 2026OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 0.61% | $2M | 33.2K | Q2 2026 |
| Worth Financial Advisory Group, LLC$229M AUM | 0.61% | $1M | 26.8K | Q4 2025OLDER |
| HILLTOP WEALTH ADVISORS, LLC$167M AUM | 0.60% | $1M | 21.5K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.60% | $4M | 81.1K | Q4 2025OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 0.60% | $1M | 21.4K | Q1 2026OLDER |
| TCP Asset Management, LLC$778M AUM | 0.58% | $5M | 96.8K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.58% | $884,552 | 18.9K | Q1 2026OLDER |
| Battery Global Advisors, LLC$186M AUM | 0.56% | $1M | 22.4K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.56% | $728,258 | 15.5K | Q1 2026OLDER |
| G&S Capital LLC$285M AUM | 0.56% | $2M | 33.7K | Q1 2026OLDER |
| Partners in Financial Planning$603M AUM | 0.55% | $3M | 71.3K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 0.55% | $2M | 30.1K | Q2 2026 |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 0.55% | $610,383 | 11.8K | Q2 2026 |
| Boston Standard Wealth Management, LLC$689M AUM | 0.54% | $4M | 72.8K | Q2 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.54% | $5M | 111.7K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.54% | $1M | 25.0K | Q1 2026OLDER |
| ATX Financial Planning, LLC$132M AUM | 0.53% | $691,899 | 14.8K | Q4 2025OLDER |
| Stonehearth Capital Management, LLC$293M AUM | 0.53% | $2M | 30.2K | Q2 2026 |
| Drucker Wealth 3.0, LLC$573M AUM | 0.53% | $3M | 64.6K | Q1 2026OLDER |
| Bravias Capital Group, LLC$153M AUM | 0.53% | $804,926 | 17.2K | Q1 2026OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 0.53% | $668,818 | 14.3K | Q1 2026OLDER |
| Montz Harcus Wealth Management LLC$248M AUM | 0.52% | $1M | 27.4K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 0.52% | $2M | 33.1K | Q1 2026OLDER |
| Three Cord True Wealth Management, LLC$180M AUM | 0.52% | $934,013 | 19.9K | Q1 2026OLDER |
| Broadview Financial Management, LLC$146M AUM | 0.51% | $749,174 | 16.0K | Q1 2026OLDER |
| Mullaney, Keating & Wright, Inc.$207M AUM | 0.51% | $1M | 20.4K | Q2 2026 |
| ProVise Management Group, LLC$1.4B AUM | 0.51% | $7M | 151.3K | Q1 2026OLDER |
| RAINIER FAMILY WEALTH INC$149M AUM | 0.50% | $750,688 | 16.0K | Q1 2026OLDER |
| Clearview Wealth Management LLC$141M AUM | 0.50% | $704,870 | 15.0K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.50% | $9M | 195.2K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.49% | $88M | 1.89M | Q1 2026OLDER |
| K2 Financial Inc.$138M AUM | 0.49% | $671,509 | 13.2K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.48% | $18M | 385.6K | Q3 2025OLDER |
| Towne Trust Company, N.A$311M AUM | 0.48% | $1M | 31.9K | Q1 2026OLDER |
| Dynamic Financial Group$122M AUM | 0.48% | $586,429 | 12.5K | Q1 2026OLDER |
| Spartan Planning & Wealth Management$135M AUM | 0.48% | $646,336 | 13.8K | Q1 2026OLDER |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.48% | $3M | 60.0K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.48% | $3M | 67.3K | Q3 2025OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.48% | $8M | 156.2K | Q1 2026OLDER |
| Level Wealth Management LLC$213M AUM | 0.46% | $988,588 | 21.1K | Q1 2026OLDER |
| Traction Financial Partners, LLC$162M AUM | 0.46% | $748,633 | 16.0K | Q1 2026OLDER |
| Orcam Financial Group$141M AUM | 0.46% | $647,181 | 13.8K | Q1 2026OLDER |
| Inman Jager Wealth Management, LLC$171M AUM | 0.45% | $776,877 | 16.6K | Q1 2026OLDER |
| Sentinel Advisory Group, LLC$205M AUM | 0.44% | $909,116 | 19.4K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.44% | $2M | 38.1K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.44% | $4M | 92.0K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.44% | $3M | 62.9K | Q1 2026OLDER |
| Post Resch Tallon Group Inc.$145M AUM | 0.43% | $628,417 | 12.1K | Q2 2026 |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.43% | $1M | 25.8K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.43% | $4M | 74.8K | Q1 2026OLDER |
| Valley Financial Group, Inc.$185M AUM | 0.43% | $797,851 | 17.0K | Q1 2026OLDER |
| Stanich Group LLC$131M AUM | 0.43% | $560,587 | 11.9K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.42% | $6M | 120.1K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.42% | $1M | 39.9K | Q3 2025OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.42% | $2M | 38.5K | Q1 2026OLDER |
| Advisory Resource Group$581M AUM | 0.41% | $2M | 51.1K | Q1 2026OLDER |
| 4WEALTH ADVISORS, INC.$130M AUM | 0.41% | $536,575 | 10.5K | Q2 2026 |
| Life Planning Partners, Inc$131M AUM | 0.41% | $537,870 | 11.5K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.41% | $5M | 103.6K | Q3 2025OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 0.40% | $581,353 | 12.4K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.40% | $13M | 273.4K | Q1 2026OLDER |
| MB Generational Wealth, LLC$181M AUM | 0.40% | $728,748 | 15.5K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.40% | $10M | 202.6K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.40% | $1M | 28.5K | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.40% | $974,790 | 20.8K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.39% | $61M | 1.31M | Q1 2026OLDER |
| Gross & Hartman Investments LLC$192M AUM | 0.39% | $758,103 | 16.2K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.39% | $1M | 31.1K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.39% | $7M | 140.5K | Q1 2026OLDER |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 0.39% | $4M | 102.4K | Q4 2025OLDER |
| INTRUST BANK NA$1.2B AUM | 0.39% | $5M | 101.2K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 0.39% | $2M | 48.2K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.39% | $2M | 48.5K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.38% | $464,335 | 9.9K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.38% | $6M | 134.7K | Q1 2026OLDER |
| Plan A Wealth LLC$209M AUM | 0.38% | $800,614 | 17.1K | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 0.38% | $1M | 24.3K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.38% | $14M | 281.5K | Q2 2026 |
| Hassell Wealth Management, LLC$298M AUM | 0.37% | $1M | 23.7K | Q1 2026OLDER |
| Orin Green Financial, LLC$244M AUM | 0.37% | $903,627 | 19.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.37% | $140M | 2.99M | Q1 2026OLDER |
| Towerpoint Wealth, LLC$289M AUM | 0.37% | $1M | 20.5K | Q2 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.36% | $2M | 34.7K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.36% | $3M | 58.7K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.36% | $9M | 202.1K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 0.36% | $1M | 21.8K | Q2 2026 |
| Continuum Advisory, LLC$1.0B AUM | 0.36% | $4M | 79.4K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.36% | $1M | 27.3K | Q1 2026OLDER |
| Coign Capital Advisors LLC$190M AUM | 0.35% | $674,391 | 14.4K | Q1 2026OLDER |
| Fortitude Financial, LLC$111M AUM | 0.35% | $394,268 | 7.6K | Q2 2026 |
| STEVENS CAPITAL PARTNERS$416M AUM | 0.35% | $1M | 31.3K | Q1 2026OLDER |
| Gambit Capital Management, LLC$145M AUM | 0.35% | $510,850 | 10.9K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.35% | $9M | 173.3K | Q2 2026 |
| Cooksen Wealth, LLC$138M AUM | 0.35% | $475,104 | 10.1K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.34% | $1M | 30.2K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.34% | $41M | 872.1K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 0.34% | $2M | 36.4K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.34% | $699,977 | 14.9K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.33% | $6M | 125.4K | Q1 2026OLDER |
| MBA Advisors LLC$260M AUM | 0.33% | $867,038 | 18.5K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.33% | $451,248 | 9.6K | Q4 2025OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.33% | $2M | 51.4K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.33% | $8M | 177.1K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.33% | $4M | 89.3K | Q3 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.32% | $443,628 | 9.5K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.32% | $3M | 57.8K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$223M AUM | 0.32% | $712,537 | 13.8K | Q2 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.32% | $23M | 487.3K | Q1 2026OLDER |
| Davis Wealth Advisors, LLC$120M AUM | 0.32% | $382,791 | 8.2K | Q1 2026OLDER |
| Private Wealth Group, LLC$259M AUM | 0.32% | $816,830 | 15.8K | Q2 2026 |
| Pacifica Partners Inc.$301M AUM | 0.31% | $942,061 | 20.1K | Q1 2026OLDER |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.31% | $1M | 22.5K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.31% | $13M | 280.8K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.30% | $2M | 33.1K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.30% | $816,942 | 17.4K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.30% | $17M | 372.7K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.30% | $4M | 88.8K | Q1 2026OLDER |
| Peterson Wealth Advisors, LLC$752M AUM | 0.30% | $2M | 48.3K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.30% | $8M | 163.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.30% | $37M | 790.8K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.30% | $28M | 587.4K | Q1 2026OLDER |
| TKG Advisors, LLC$242M AUM | 0.29% | $711,867 | 15.2K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 0.29% | $2M | 50.9K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 0.29% | $808,728 | 17.2K | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.29% | $4M | 86.2K | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.29% | $703,291 | 15.0K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.28% | $298,094 | 7.9K | Q2 2026 |
| City State Bank$385M AUM | 0.27% | $1M | 22.5K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.27% | $1M | 28.4K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.27% | $3M | 54.5K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 0.27% | $821,938 | 17.5K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.27% | $10M | 194.6K | Q1 2026OLDER |
| Graetz Wealth LLC$112M AUM | 0.27% | $296,950 | 6.3K | Q1 2026OLDER |
| Clear Retirement Advice LLC$146M AUM | 0.26% | $383,793 | 7.4K | Q2 2026 |
| Donalies Financial Planning, LLC$117M AUM | 0.26% | $308,242 | 6.6K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.26% | $14M | 307.3K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.26% | $10M | 190.1K | Q2 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.26% | $2M | 47.3K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.26% | $596,607 | 12.7K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.26% | $3M | 72.7K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.25% | $9M | 191.2K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.25% | $14M | 292.0K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.25% | $380,203 | 8.1K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 0.25% | $368,987 | 7.1K | Q1 2026OLDER |
| Forbes Financial Planning, Inc.$173M AUM | 0.25% | $428,390 | 9.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.25% | $53M | 1.12M | Q1 2026OLDER |
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 0.24% | $381,174 | 8.1K | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.24% | $6M | 136.7K | Q2 2026 |
| Integrity Advisory Solutions, LLC$757M AUM | 0.24% | $2M | 39.2K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.24% | $1M | 22.1K | Q1 2026OLDER |
| APS Management Group, Inc.$130M AUM | 0.24% | $312,524 | 6.0K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.24% | $13M | 287.3K | Q4 2025OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.23% | $2M | 44.8K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.23% | $296,472 | 6.3K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.23% | $2M | 32.4K | Q1 2026OLDER |
| Global Endowment Management, LP$896M AUM | 0.23% | $2M | 44.8K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.23% | $3M | 56.3K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.23% | $700,360 | 14.9K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.23% | $441,938 | 9.4K | Q1 2026OLDER |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 0.23% | $241,070 | 5.1K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 0.23% | $736,112 | 15.7K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.23% | $1M | 30.4K | Q3 2025OLDER |
| DRAVO BAY LLC$246M AUM | 0.23% | $557,848 | 11.9K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.23% | $2M | 39.1K | Q1 2026OLDER |
| NORTH STAR ASSET MANAGEMENT INC$2.3B AUM | 0.23% | $5M | 110.9K | Q1 2026OLDER |
| Rooted Wealth Advisors, Inc.$379M AUM | 0.22% | $844,640 | 16.5K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.22% | $2M | 32.4K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 0.22% | $569,491 | 12.2K | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.22% | $41M | 880.2K | Q1 2026OLDER |
| Morling Financial Advisors, LLC$325M AUM | 0.22% | $706,464 | 15.1K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.22% | $4M | 92.1K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.22% | $153M | 3.26M | Q1 2026OLDER |
| Lunt Capital Management, Inc.$260M AUM | 0.21% | $568,695 | 12.1K | Q4 2025OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.21% | $477,403 | 10.2K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.21% | $1M | 21.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.21% | $783M | 16.70M | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.21% | $398,594 | 8.5K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 0.21% | $919,843 | 19.6K | Q1 2026OLDER |
| Northeast Financial Group, Inc.$404M AUM | 0.20% | $826,664 | 17.6K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.20% | $17M | 365.1K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.20% | $13M | 273.4K | Q1 2026OLDER |
| Elevation Advisory Partners LLC$107M AUM | 0.20% | $214,876 | 4.3K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.20% | $2M | 43.7K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 0.20% | $736,775 | 15.7K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.20% | $582,618 | 12.4K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.20% | $2M | 36.6K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 0.20% | $554,655 | 11.8K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.20% | $1M | 27.0K | Q1 2026OLDER |
| Western Reserve Capital Management, LLC$122M AUM | 0.19% | $235,535 | 5.0K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.19% | $1M | 22.9K | Q1 2026OLDER |
| ACT Advisors, LLC.$235M AUM | 0.19% | $452,801 | 9.7K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.19% | $409,271 | 8.7K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.19% | $2M | 39.5K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.19% | $1M | 24.0K | Q1 2026OLDER |
| Legacy Wealth Advisors, LLC$196M AUM | 0.19% | $367,775 | 7.8K | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 0.19% | $238,166 | 5.1K | Q1 2026OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 0.19% | $258,521 | 5.5K | Q1 2026OLDER |
| Destiny Capital Corp/CO$188M AUM | 0.19% | $349,245 | 7.4K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.19% | $10M | 217.4K | Q1 2026OLDER |
| J2 Capital Management Inc$146M AUM | 0.18% | $269,404 | 5.7K | Q1 2026OLDER |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 0.18% | $896,736 | 17.3K | Q2 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.18% | $1M | 27.3K | Q1 2026OLDER |
| Hibernia Wealth Partners, LLC$338M AUM | 0.18% | $621,337 | 13.2K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 0.18% | $478,164 | 10.2K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 0.18% | $392,755 | 8.4K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.18% | $504,260 | 10.8K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.18% | $8M | 166.0K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 0.18% | $975,979 | 20.8K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.18% | $14M | 297.7K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.18% | $3M | 67.2K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.18% | $403,238 | 8.6K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.18% | $597,748 | 11.5K | Q2 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.18% | $230,797 | 4.9K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.17% | $200,259 | 4.3K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.17% | $174,411 | 3.7K | Q1 2026OLDER |
| FreeGulliver LLC$237M AUM | 0.17% | $409,806 | 8.7K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.17% | $2M | 52.2K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.17% | $2M | 35.8K | Q2 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.17% | $5M | 99.6K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.17% | $1M | 28.3K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.17% | $1M | 27.2K | Q2 2026 |
| True Vision MN LLC$194M AUM | 0.17% | $328,933 | 7.0K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 0.17% | $781,614 | 16.7K | Q1 2026OLDER |
| Urban Financial Advisory Corp$283M AUM | 0.17% | $467,309 | 10.0K | Q1 2026OLDER |
| Powers Advisory Group, LLC$284M AUM | 0.16% | $466,053 | 9.9K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.16% | $2M | 35.0K | Q4 2025OLDER |
| Carroll Advisory Group, LLC$258M AUM | 0.16% | $422,390 | 9.0K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.16% | $319,410 | 6.8K | Q1 2026OLDER |
| Frisch Financial Group, Inc.$478M AUM | 0.16% | $781,745 | 16.7K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.16% | $2M | 48.8K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.16% | $41M | 865.2K | Q1 2026OLDER |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 0.16% | $204,481 | 4.4K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.16% | $431,526 | 9.2K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.16% | $315,329 | 6.7K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.16% | $10M | 220.9K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.16% | $713,787 | 13.8K | Q2 2026 |
| Sunburst Financial Group, LLC$617M AUM | 0.16% | $984,608 | 19.0K | Q2 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 0.16% | $364,731 | 7.2K | Q1 2026OLDER |
| Kensington Asset Management, LLC$1.8B AUM | 0.16% | $3M | 62.3K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.16% | $210,613 | 4.5K | Q4 2025OLDER |
| Family Investment Center, Inc.$520M AUM | 0.16% | $811,622 | 17.3K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.16% | $2M | 33.3K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.16% | $767,764 | 16.4K | Q4 2025OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.16% | $767,742 | 14.8K | Q2 2026 |
| Net Worth Advisory Group$482M AUM | 0.15% | $745,434 | 15.9K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.15% | $7M | 141.1K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.15% | $2M | 42.9K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.15% | $13M | 282.7K | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.15% | $9M | 200.5K | Q1 2026OLDER |
| STRATEGIC ADVISORY PARTNERS, LLC$127M AUM | 0.15% | $191,487 | 4.1K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 0.15% | $452,588 | 9.6K | Q1 2026OLDER |
| Weitzel Financial Services, Inc.$265M AUM | 0.14% | $384,128 | 8.2K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.14% | $2M | 40.8K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 0.14% | $558,950 | 11.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.14% | $134M | 2.86M | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.14% | $388,180 | 8.3K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.14% | $652,753 | 13.9K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.14% | $2M | 42.1K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.14% | $3M | 62.8K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 0.14% | $2M | 40.4K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.14% | $4M | 95.9K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.14% | $68M | 1.46M | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.14% | $403,238 | 8.6K | Q1 2026OLDER |
| Wealth Advisors Northwest LLC$238M AUM | 0.14% | $323,108 | 6.9K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.