SPDR INDEX SHS FDS
CUSIP 78463X889
Spdr Index Shs Fds has 1,185 institutional holders in Filings Flow’s 13F database, together reporting 652.73M shares worth $28.9B as of Q1 2026. The largest reported holders are Creative Planning, Financial Engines Advisors L.L.C., and Lpl Financial LLC.
Institutional Holders
1,185
Q1 2026
Reported Value
$28.9B
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 |
|---|---|---|---|---|
| TTP Investments, Inc.$247M AUM | 21.26% | $51M | 1.12M | Q1 2026OLDER |
| Auto-Owners Insurance Co$4.8B AUM | 18.77% | $896M | 19.64M | Q1 2026OLDER |
| McNamara Financial Services, Inc.$528M AUM | 18.11% | $96M | 2.10M | Q1 2026OLDER |
| TRUEFG, LLC$377M AUM | 16.68% | $63M | 1.38M | Q1 2026OLDER |
| Strategies Wealth Advisors, LLC$995M AUM | 16.48% | $164M | 3.59M | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 14.04% | $31M | 673.5K | Q1 2026OLDER |
| Treasure Coast Financial Planning$194M AUM | 13.00% | $25M | 553.1K | Q1 2026OLDER |
| LANDMARK WEALTH MANAGEMENT, INC.$265M AUM | 12.42% | $33M | 721.3K | Q1 2026OLDER |
| Palatine Hill Wealth Management, LLC$115M AUM | 11.54% | $13M | 290.4K | Q1 2026OLDER |
| Peterson Wealth Advisors, LLC$752M AUM | 11.42% | $86M | 1.88M | Q1 2026OLDER |
| BRIGHTON SECURITIES CORP.$233M AUM | 11.17% | $26M | 516.0K | Q2 2026 |
| Macco Financial Group, Inc.$132M AUM | 11.02% | $15M | 318.8K | Q1 2026OLDER |
| Clear Retirement Advice LLC$146M AUM | 10.65% | $16M | 308.7K | Q2 2026 |
| Auour Investments LLC$318M AUM | 10.54% | $33M | 733.7K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 10.35% | $27M | 744.1K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 9.65% | $131M | 2.88M | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 9.53% | $114M | 2.51M | Q1 2026OLDER |
| Strategic Financial Planning, Inc.$171M AUM | 9.38% | $16M | 371.4K | Q4 2025OLDER |
| Leicht Financial Planning & Wealth Management, Inc.$220M AUM | 9.37% | $21M | 452.7K | Q1 2026OLDER |
| Financial Planning Fort Collins, LLC$133M AUM | 9.30% | $12M | 255.9K | Q1 2026OLDER |
| Wealth Advisors of Iowa, LLC$323M AUM | 9.16% | $30M | 648.3K | Q1 2026OLDER |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 9.08% | $82M | 1.80M | Q1 2026OLDER |
| Kagan Cocozza Asset Management$142M AUM | 8.42% | $12M | 262.2K | Q1 2026OLDER |
| FIDELITY D & D BANCORP INC$249M AUM | 8.38% | $21M | 458.0K | Q1 2026OLDER |
| Delta Wealth Advisors LLC$131M AUM | 8.30% | $11M | 239.0K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 8.23% | $20M | 428.5K | Q1 2026OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 8.03% | $10M | 197.0K | Q2 2026 |
| Marathon Strategic Advisors, LLC$139M AUM | 8.02% | $11M | 244.2K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 7.84% | $26M | 574.5K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 7.83% | $29M | 636.0K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 7.68% | $74M | 1.61M | Q1 2026OLDER |
| Fortitude Financial, LLC$111M AUM | 7.66% | $9M | 169.3K | Q2 2026 |
| Rinkey Investments$391M AUM | 7.61% | $30M | 652.0K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 7.61% | $58M | 1.26M | Q1 2026OLDER |
| Headland Capital, LLC$355M AUM | 7.46% | $26M | 580.4K | Q1 2026OLDER |
| Flagstone Financial Management$403M AUM | 7.38% | $30M | 651.1K | Q1 2026OLDER |
| Collier Financial$131M AUM | 7.38% | $10M | 211.9K | Q1 2026OLDER |
| Partnership Wealth Management, LLC$131M AUM | 7.34% | $10M | 210.8K | Q1 2026OLDER |
| INVENIO WEALTH PARTNERS LLC$252M AUM | 7.26% | $18M | 400.5K | Q1 2026OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 7.20% | $17M | 365.4K | Q1 2026OLDER |
| Sage Advisory Services, Ltd.Co.$183M AUM | 7.08% | $13M | 283.1K | Q1 2026OLDER |
| Vista Cima Wealth Management LLC$101M AUM | 7.07% | $7M | 156.7K | Q1 2026OLDER |
| WRAPMANAGER INC$288M AUM | 6.94% | $20M | 437.3K | Q1 2026OLDER |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 6.92% | $10M | 196.9K | Q2 2026 |
| Boston Standard Wealth Management, LLC$689M AUM | 6.85% | $47M | 946.1K | Q2 2026 |
| Lifeworks Advisors, LLC$779M AUM | 6.82% | $53M | 1.16M | Q1 2026OLDER |
| ABOUND FINANCIAL, LLC$229M AUM | 6.67% | $15M | 334.4K | Q1 2026OLDER |
| Nearwater Capital Markets, Ltd$4.2B AUM | 6.50% | $276M | 6.04M | Q1 2026OLDER |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 6.45% | $13M | 292.2K | Q1 2026OLDER |
| Compton Financial Group, LLC$453M AUM | 6.44% | $29M | 638.7K | Q1 2026OLDER |
| Garrett Wealth Advisory Group, LLC$562M AUM | 6.44% | $36M | 793.3K | Q1 2026OLDER |
| Sherman Wealth Management LLC$133M AUM | 6.37% | $8M | 167.9K | Q2 2026 |
| Atlas Private Wealth Advisors$425M AUM | 6.35% | $27M | 590.5K | Q1 2026OLDER |
| Millington Financial Advisors, LLC$237M AUM | 6.22% | $15M | 304.8K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 6.11% | $13M | 291.4K | Q1 2026OLDER |
| Benchmark Financial, LLC$111M AUM | 6.08% | $7M | 148.5K | Q1 2026OLDER |
| Leslie Global Wealth, LLC$190M AUM | 6.06% | $11M | 251.9K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 6.05% | $82M | 1.80M | Q1 2026OLDER |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 5.97% | $9M | 190.3K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 5.87% | $48M | 976.0K | Q1 2026OLDER |
| Concord Asset Management, LLC/VA$592M AUM | 5.77% | $34M | 748.0K | Q1 2026OLDER |
| Henderson Brothers Financial Partners, LLC$395M AUM | 5.69% | $22M | 492.0K | Q1 2026OLDER |
| TSG Advice Partners, LLC$667M AUM | 5.67% | $38M | 828.7K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 5.64% | $13M | 279.8K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 5.63% | $30M | 655.8K | Q1 2026OLDER |
| PLANWISER FINANCIAL, LLC$138M AUM | 5.55% | $8M | 156.9K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 5.50% | $26M | 533.5K | Q1 2026OLDER |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM | 5.46% | $34M | 763.0K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 5.45% | $1.3B | 29.47M | Q1 2026OLDER |
| O'Connor Financial Group LLC$244M AUM | 5.44% | $13M | 291.3K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 5.42% | $69M | 1.62M | Q3 2025OLDER |
| Second Line Capital, LLC$528M AUM | 5.42% | $29M | 584.4K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 5.35% | $6M | 120.1K | Q1 2026OLDER |
| Vested Financial Planning, LLC$131M AUM | 5.22% | $7M | 150.1K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 5.19% | $15M | 330.9K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 5.18% | $2.5B | 55.85M | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 5.12% | $7M | 156.9K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 5.11% | $187M | 4.09M | Q1 2026OLDER |
| Defined Financial Planning LLC$121M AUM | 5.01% | $6M | 138.9K | Q3 2025OLDER |
| Bay Capital Advisors, LLC$162M AUM | 4.98% | $8M | 177.0K | Q1 2026OLDER |
| Brown Financial Advisory$202M AUM | 4.70% | $9M | 207.7K | Q1 2026OLDER |
| Montz Harcus Wealth Management LLC$248M AUM | 4.67% | $12M | 253.4K | Q1 2026OLDER |
| RESTON WEALTH MANAGEMENT LLC$326M AUM | 4.62% | $15M | 330.6K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 4.52% | $35M | 763.4K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 4.51% | $62M | 1.23M | Q2 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 4.50% | $31M | 723.1K | Q3 2025OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 4.46% | $46M | 1.00M | Q1 2026OLDER |
| BayBridge Capital Group, LLC$161M AUM | 4.43% | $7M | 161.0K | Q1 2026OLDER |
| PECAUT & CO.$308M AUM | 4.39% | $14M | 295.9K | Q1 2026OLDER |
| IFS Advisors, LLC$194M AUM | 4.36% | $8M | 185.5K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 4.28% | $33M | 715.1K | Q1 2026OLDER |
| Obsidian Personal Planning Solutions LLC$288M AUM | 4.21% | $12M | 278.7K | Q3 2025OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 4.19% | $95M | 2.08M | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 4.15% | $51M | 1.13M | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 4.14% | $6.1B | 133.82M | Q1 2026OLDER |
| Wrenne Financial Planning LLC$255M AUM | 4.13% | $11M | 230.9K | Q1 2026OLDER |
| Luken Investment Analytics, LLC$261M AUM | 4.07% | $11M | 232.7K | Q1 2026OLDER |
| Mason & Associates, LLC$437M AUM | 4.01% | $18M | 383.9K | Q1 2026OLDER |
| Schwallier Wealth Management LLC$137M AUM | 3.96% | $5M | 118.6K | Q1 2026OLDER |
| DORVAL Corp$322M AUM | 3.94% | $13M | 278.3K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 3.81% | $99M | 2.01M | Q1 2026OLDER |
| Wilkins Miller Wealth Management, LLC$165M AUM | 3.80% | $6M | 137.5K | Q1 2026OLDER |
| Fairfield University$200M AUM | 3.78% | $8M | 165.3K | Q1 2026OLDER |
| Battery Global Advisors, LLC$186M AUM | 3.74% | $7M | 152.6K | Q1 2026OLDER |
| Orin Green Financial, LLC$244M AUM | 3.72% | $9M | 198.5K | Q1 2026OLDER |
| Spartan Planning & Wealth Management$135M AUM | 3.71% | $5M | 109.9K | Q1 2026OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 3.68% | $11M | 246.6K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 3.66% | $102M | 2.23M | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 3.65% | $37M | 830.4K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$432M AUM | 3.61% | $16M | 309.5K | Q2 2026 |
| Valpey Financial Services, LLC$154M AUM | 3.51% | $5M | 118.4K | Q1 2026OLDER |
| TPG Financial Advisors, LLC$307M AUM | 3.50% | $11M | 235.5K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 3.49% | $42M | 976.9K | Q3 2025OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 3.40% | $6M | 124.8K | Q1 2026OLDER |
| Optimist Retirement Group LLC$227M AUM | 3.35% | $8M | 166.4K | Q1 2026OLDER |
| Ervin Investment Management, LLC$184M AUM | 3.30% | $6M | 120.5K | Q2 2026 |
| Aquire Wealth Advisors, LLC$381M AUM | 3.27% | $12M | 272.8K | Q1 2026OLDER |
| Aspetuck Financial Management LLC$146M AUM | 3.26% | $5M | 104.4K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 3.25% | $24M | 515.7K | Q1 2026OLDER |
| Navigation Group, LLC$427M AUM | 3.19% | $14M | 298.1K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 3.18% | $21M | 452.5K | Q1 2026OLDER |
| Northwest Wealth Advisors, LLC$140M AUM | 3.18% | $4M | 97.5K | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 3.16% | $14M | 273.5K | Q2 2026 |
| International Private Wealth Advisors LLC$163M AUM | 3.14% | $5M | 112.5K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 3.08% | $12M | 268.6K | Q1 2026OLDER |
| 21 West Wealth Management LLC$108M AUM | 3.03% | $3M | 71.6K | Q1 2026OLDER |
| Sanchez Wealth Management Group$462M AUM | 3.02% | $14M | 306.3K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 3.01% | $94M | 2.06M | Q1 2026OLDER |
| Goodman Financial Corp$582M AUM | 2.99% | $17M | 380.8K | Q1 2026OLDER |
| Amicus Financial Advisors, LLC$363M AUM | 2.98% | $11M | 237.1K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 2.97% | $71M | 1.55M | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 2.89% | $23M | 497.4K | Q1 2026OLDER |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 2.87% | $14M | 276.8K | Q2 2026 |
| Valtinson Bruner Financial Planning LLC$364M AUM | 2.86% | $10M | 228.0K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 2.85% | $3M | 63.1K | Q1 2026OLDER |
| Cooksen Wealth, LLC$138M AUM | 2.80% | $4M | 84.6K | Q1 2026OLDER |
| Gambit Capital Management, LLC$145M AUM | 2.79% | $4M | 88.7K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 2.78% | $21M | 461.8K | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 2.77% | $10M | 221.7K | Q1 2026OLDER |
| Smith Thornton Advisors LLC$199M AUM | 2.75% | $5M | 119.5K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 2.71% | $45M | 976.7K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 2.70% | $12M | 261.7K | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 2.67% | $7M | 155.2K | Q1 2026OLDER |
| Hutchinson Financial Advisors, INC$102M AUM | 2.65% | $3M | 63.2K | Q3 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 2.65% | $112M | 2.45M | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 2.63% | $35M | 798.4K | Q4 2025OLDER |
| ProVise Management Group, LLC$1.4B AUM | 2.62% | $36M | 798.5K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 2.60% | $4M | 88.6K | Q2 2026 |
| Fourth Dimension Wealth, LLC$264M AUM | 2.59% | $7M | 149.3K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 2.58% | $4M | 96.7K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 2.55% | $53M | 1.16M | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 2.52% | $25M | 541.7K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 2.48% | $18M | 371.0K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 2.47% | $4M | 71.7K | Q2 2026 |
| Portside Wealth Group, LLC$738M AUM | 2.46% | $18M | 398.5K | Q1 2026OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 2.46% | $291M | 6.37M | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 2.44% | $218M | 4.77M | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 2.42% | $37M | 743.2K | Q2 2026 |
| Life Planning Partners, Inc$131M AUM | 2.36% | $3M | 67.8K | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 2.35% | $15M | 325.2K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 2.31% | $4M | 81.0K | Q1 2026OLDER |
| Ironwood Wealth Management, LLC.$349M AUM | 2.22% | $8M | 169.5K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 2.22% | $11M | 237.1K | Q1 2026OLDER |
| Partners in Financial Planning$603M AUM | 2.20% | $13M | 290.0K | Q1 2026OLDER |
| Norway Savings Bank$239M AUM | 2.18% | $5M | 103.2K | Q2 2026 |
| PFG Private Wealth Management, LLC$236M AUM | 2.17% | $5M | 113.9K | Q3 2025OLDER |
| Raleigh Capital Management Inc.$290M AUM | 2.17% | $6M | 137.5K | Q1 2026OLDER |
| Sherman Asset Management, Inc.$109M AUM | 2.16% | $2M | 51.4K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 2.16% | $561M | 12.29M | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 2.12% | $807M | 17.68M | Q1 2026OLDER |
| FINANCIAL ADVISORY PARTNERS, LLC$354M AUM | 2.12% | $7M | 164.1K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 2.11% | $19M | 414.8K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 2.08% | $5M | 115.9K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 2.07% | $14M | 306.1K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 2.07% | $28M | 605.6K | Q1 2026OLDER |
| WLTH Capital Management, LLC$156M AUM | 2.05% | $3M | 63.5K | Q2 2026 |
| Downshift Financial, LLC$193M AUM | 1.94% | $4M | 77.8K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 1.93% | $89M | 1.96M | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 1.92% | $5M | 111.2K | Q1 2026OLDER |
| Oxinas Partners, LLC$254M AUM | 1.89% | $5M | 95.3K | Q2 2026 |
| rebel Financial LLC$231M AUM | 1.87% | $4M | 94.5K | Q1 2026OLDER |
| Seven Springs Wealth Group, LLC$432M AUM | 1.86% | $8M | 175.9K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 1.82% | $7M | 161.1K | Q1 2026OLDER |
| CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM | 1.79% | $3M | 65.6K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 1.77% | $4M | 83.4K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 1.76% | $177M | 3.88M | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 1.75% | $32M | 708.4K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 1.75% | $29M | 592.4K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 1.73% | $22M | 487.4K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 1.69% | $5M | 118.0K | Q1 2026OLDER |
| Rodgers & Associates, LTD$982M AUM | 1.67% | $16M | 360.4K | Q1 2026OLDER |
| Livet Wealth, LLC$157M AUM | 1.65% | $3M | 56.9K | Q1 2026OLDER |
| Red Wave Investments LLC$335M AUM | 1.65% | $6M | 120.8K | Q1 2026OLDER |
| Weitzel Financial Services, Inc.$265M AUM | 1.65% | $4M | 94.2K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 1.63% | $4M | 86.8K | Q1 2026OLDER |
| BYRNE FINANCIAL FREEDOM, LLC$209M AUM | 1.62% | $3M | 74.3K | Q1 2026OLDER |
| Roan Capital Partners$121M AUM | 1.58% | $2M | 37.9K | Q2 2026 |
| Procyon Advisors, LLC$2.3B AUM | 1.57% | $36M | 721.5K | Q2 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 1.56% | $7M | 145.6K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 1.55% | $112M | 2.23M | Q2 2026 |
| HARBOR ADVISORY CORP /MA/$333M AUM | 1.54% | $5M | 112.3K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 1.54% | $8M | 184.4K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 1.54% | $2M | 40.2K | Q2 2026 |
| Towerpoint Wealth, LLC$289M AUM | 1.53% | $4M | 88.1K | Q2 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 1.49% | $17M | 365.0K | Q1 2026OLDER |
| Vericrest Private Wealth$111M AUM | 1.47% | $2M | 35.9K | Q1 2026OLDER |
| Baron Financial Group, LLC$210M AUM | 1.46% | $3M | 60.8K | Q2 2026 |
| Range Financial Group LLC$298M AUM | 1.45% | $4M | 94.6K | Q1 2026OLDER |
| G&S Capital LLC$285M AUM | 1.44% | $4M | 89.7K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 1.43% | $34M | 750.3K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 1.39% | $4M | 93.8K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 1.38% | $9M | 191.5K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 1.38% | $77M | 1.62M | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 1.37% | $2M | 45.6K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 1.36% | $13M | 289.6K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 1.36% | $72M | 1.42M | Q2 2026 |
| Sensible Financial Planning & Management, LLC.$551M AUM | 1.35% | $7M | 173.3K | Q3 2025OLDER |
| Ignite Planners, LLC$648M AUM | 1.34% | $9M | 191.1K | Q1 2026OLDER |
| PW ADVISORS, LLC \ FL$133M AUM | 1.34% | $2M | 39.1K | Q1 2026OLDER |
| Ruggiero Investments, Inc.$103M AUM | 1.33% | $1M | 30.2K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 1.30% | $3M | 68.1K | Q1 2026OLDER |
| Integrity Wealth Partners, LLC$111M AUM | 1.30% | $1M | 31.7K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 1.29% | $142M | 3.10M | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 1.25% | $11M | 245.1K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 1.25% | $6M | 134.1K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 1.24% | $8M | 168.6K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 1.23% | $10M | 221.5K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 1.22% | $6M | 129.1K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 1.19% | $4M | 91.6K | Q1 2026OLDER |
| DeDora Capital, Inc.$408M AUM | 1.17% | $5M | 104.8K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 1.17% | $75M | 1.48M | Q2 2026 |
| Moss Adams Wealth Advisors LLC$1.4B AUM | 1.17% | $16M | 349.6K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 1.17% | $3M | 59.7K | Q1 2026OLDER |
| Certified Advisory Corp$1.2B AUM | 1.16% | $14M | 285.3K | Q2 2026 |
| Global Financial Private Client, LLC$306M AUM | 1.14% | $3M | 76.5K | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 1.12% | $8M | 166.4K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 1.12% | $24M | 518.0K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 1.12% | $3M | 73.7K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 1.11% | $2M | 39.0K | Q1 2026OLDER |
| Andrews Advisory Associates, LLC$190M AUM | 1.11% | $2M | 46.3K | Q1 2026OLDER |
| Gainplan LLC$254M AUM | 1.10% | $3M | 55.5K | Q2 2026 |
| Facet Wealth, Inc.$5.8B AUM | 1.10% | $63M | 1.39M | Q1 2026OLDER |
| JRM Investment Counsel, LLC$375M AUM | 1.10% | $4M | 90.1K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 1.10% | $102M | 2.24M | Q1 2026OLDER |
| Lunt Capital Management, Inc.$260M AUM | 1.10% | $3M | 62.5K | Q1 2026OLDER |
| Equita Financial Network, Inc.$318M AUM | 1.09% | $3M | 75.8K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 1.09% | $2M | 51.2K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 1.08% | $2M | 36.2K | Q1 2026OLDER |
| GM Advisory Group, LLC$2.6B AUM | 1.06% | $27M | 601.2K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 1.05% | $1M | 30.3K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 1.05% | $2M | 48.6K | Q4 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 1.04% | $13M | 276.9K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 1.04% | $3M | 65.2K | Q2 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 1.04% | $9M | 198.5K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 1.03% | $6M | 125.2K | Q1 2026OLDER |
| Carroll Advisory Group, LLC$258M AUM | 1.02% | $3M | 57.4K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 1.02% | $4M | 88.7K | Q1 2026OLDER |
| Private Wealth Group, LLC$259M AUM | 1.01% | $3M | 52.1K | Q2 2026 |
| Breakwater Investment Management$269M AUM | 1.01% | $3M | 59.5K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 1.00% | $38M | 756.5K | Q2 2026 |
| TCP Asset Management, LLC$778M AUM | 0.97% | $8M | 165.7K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.97% | $5M | 109.6K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 0.97% | $4M | 80.7K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.96% | $14M | 307.0K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.96% | $2M | 41.3K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.95% | $24M | 523.8K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.95% | $15M | 320.4K | Q1 2026OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 0.93% | $4M | 84.3K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.91% | $6M | 140.9K | Q3 2025OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.91% | $6M | 129.4K | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.90% | $6M | 128.0K | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.88% | $6M | 126.2K | Q1 2026OLDER |
| ACT Advisors, LLC.$235M AUM | 0.88% | $2M | 45.2K | Q1 2026OLDER |
| IRON Financial LLC$229M AUM | 0.87% | $2M | 43.8K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.87% | $8M | 166.7K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.86% | $1M | 23.8K | Q1 2026OLDER |
| Alliance Wealth Management Group$457M AUM | 0.86% | $4M | 85.7K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 0.84% | $1M | 25.5K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.83% | $5M | 100.9K | Q2 2026 |
| Laurel Wealth Planning LLC$190M AUM | 0.83% | $2M | 34.3K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.82% | $1M | 26.2K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.82% | $9M | 199.6K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.82% | $35M | 771.1K | Q1 2026OLDER |
| Towercrest Capital Management$642M AUM | 0.81% | $5M | 113.4K | Q1 2026OLDER |
| Convergence Financial, LLC$943M AUM | 0.81% | $8M | 166.6K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.80% | $993,042 | 21.8K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.79% | $28M | 613.1K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.79% | $11M | 226.9K | Q1 2026OLDER |
| Bensler, LLC$969M AUM | 0.79% | $8M | 167.1K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 0.79% | $2M | 53.0K | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 0.79% | $3M | 64.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.78% | $38M | 825.8K | Q1 2026OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 0.78% | $2M | 43.7K | Q2 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.78% | $121M | 2.72M | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.77% | $1M | 28.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.77% | $43M | 977.5K | Q4 2025OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.77% | $15M | 336.1K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 0.77% | $2M | 53.8K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.76% | $6M | 128.7K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.75% | $4M | 79.4K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 0.75% | $3M | 73.8K | Q1 2026OLDER |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.75% | $2M | 45.9K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.75% | $10M | 217.6K | Q1 2026OLDER |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.74% | $2M | 33.3K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.74% | $7M | 146.6K | Q2 2026 |
| Bolthouse Investments, LLC$111M AUM | 0.74% | $814,487 | 17.8K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 0.73% | $4M | 97.7K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.73% | $3M | 67.2K | Q1 2026OLDER |
| Uptown Financial Advisors LLC$126M AUM | 0.73% | $918,524 | 20.1K | Q1 2026OLDER |
| TKG Advisors, LLC$242M AUM | 0.72% | $2M | 38.3K | Q1 2026OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 0.71% | $907,187 | 19.9K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.71% | $3M | 67.2K | Q1 2026OLDER |
| Hibernia Wealth Partners, LLC$338M AUM | 0.70% | $2M | 52.2K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.70% | $1M | 23.7K | Q1 2026OLDER |
| Tilson Financial Group, Inc.$333M AUM | 0.70% | $2M | 51.0K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 0.70% | $4M | 89.4K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.69% | $2M | 36.0K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.69% | $6M | 127.6K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.68% | $2M | 32.7K | Q2 2026 |
| Realta Investment Advisors$288M AUM | 0.67% | $2M | 42.5K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.67% | $9M | 194.6K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.66% | $800,109 | 17.5K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 0.66% | $1M | 22.6K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.65% | $11M | 251.4K | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 0.64% | $2M | 34.5K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.64% | $868,615 | 19.6K | Q4 2025OLDER |
| GLR Partners, LLC$183M AUM | 0.64% | $1M | 25.6K | Q1 2026OLDER |
| FreeGulliver LLC$237M AUM | 0.64% | $2M | 33.2K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.63% | $65M | 1.41M | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.63% | $56M | 1.22M | Q1 2026OLDER |
| DRAVO BAY LLC$246M AUM | 0.63% | $2M | 34.1K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.62% | $8M | 169.4K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.62% | $3M | 74.4K | Q1 2026OLDER |
| Prospect Financial Group LLC$108M AUM | 0.62% | $672,972 | 14.7K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.62% | $87M | 1.91M | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.62% | $111M | 2.44M | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.61% | $617,279 | 13.5K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.61% | $3M | 66.4K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.61% | $17M | 366.0K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.60% | $6M | 138.1K | Q1 2026OLDER |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.59% | $2M | 44.6K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.59% | $10M | 227.9K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.59% | $19M | 402.4K | Q4 2025OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.58% | $8M | 178.7K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 0.58% | $706,316 | 15.5K | Q1 2026OLDER |
| Western Reserve Capital Management, LLC$122M AUM | 0.57% | $698,354 | 15.3K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.57% | $9M | 193.7K | Q2 2026 |
| Redwood Financial Network Corp$153M AUM | 0.57% | $870,982 | 19.1K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.57% | $41M | 891.8K | Q1 2026OLDER |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.57% | $89M | 1.95M | Q1 2026OLDER |
| Newport Capital Group, LLC$164M AUM | 0.56% | $924,668 | 20.3K | Q1 2026OLDER |
| Peirce Capital Management, LLC$256M AUM | 0.56% | $1M | 31.3K | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.56% | $2M | 45.5K | Q3 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.56% | $21M | 458.5K | Q1 2026OLDER |
| Belleair Asset Management, LLC$110M AUM | 0.55% | $606,734 | 13.3K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.54% | $3M | 53.4K | Q2 2026 |
| ABLE Financial Group, LLC$511M AUM | 0.54% | $3M | 60.6K | Q1 2026OLDER |
| Global Endowment Management, LP$896M AUM | 0.54% | $5M | 105.0K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.53% | $616,823 | 13.5K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.53% | $693,606 | 15.2K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.52% | $131M | 2.88M | Q1 2026OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 0.52% | $5M | 105.6K | Q4 2025OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 0.52% | $839,275 | 18.4K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.51% | $5M | 112.6K | Q1 2026OLDER |
| South Shore Capital Advisors$137M AUM | 0.51% | $701,184 | 15.4K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.51% | $13M | 295.3K | Q2 2026 |
| Destiny Capital Corp/CO$188M AUM | 0.51% | $951,483 | 20.8K | Q1 2026OLDER |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 0.51% | $529,540 | 11.6K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.50% | $4M | 84.7K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.49% | $4M | 86.2K | Q2 2026 |
| McClarren Financial Advisors, Inc.$169M AUM | 0.49% | $834,605 | 18.3K | Q1 2026OLDER |
| LANE BROTHERS & CO INC$137M AUM | 0.49% | $677,412 | 14.8K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.49% | $2M | 42.6K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.49% | $9M | 189.2K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.49% | $24M | 526.5K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$223M AUM | 0.48% | $1M | 21.5K | Q2 2026 |
| Heritage Trust Co$997M AUM | 0.48% | $5M | 104.9K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.48% | $3M | 70.8K | Q1 2026OLDER |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 0.47% | $490,078 | 10.1K | Q4 2025OLDER |
| River Street Advisors LLC$296M AUM | 0.47% | $1M | 30.8K | Q1 2026OLDER |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 0.47% | $4M | 89.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.46% | $1.7B | 38.03M | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.46% | $2M | 41.7K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.46% | $3M | 66.9K | Q1 2026OLDER |
| CogentBlue Wealth Advisors, LLC$149M AUM | 0.46% | $682,081 | 14.9K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.45% | $2M | 43.1K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.45% | $2M | 33.8K | Q2 2026 |
| Apella Capital, LLC$7.1B AUM | 0.45% | $32M | 634.0K | Q2 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.45% | $10M | 222.7K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.45% | $11M | 250.8K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.45% | $4M | 92.7K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.44% | $772,820 | 16.9K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.44% | $2M | 46.2K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.44% | $5M | 110.3K | Q1 2026OLDER |
| RF&L WEALTH MANAGEMENT, LLC$134M AUM | 0.44% | $582,174 | 12.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.43% | $93M | 2.03M | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.43% | $2M | 40.4K | Q2 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.43% | $493,112 | 10.8K | Q1 2026OLDER |
| TRB Wealth Management, LLC$704M AUM | 0.43% | $3M | 66.5K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.43% | $19M | 406.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.43% | $54M | 1.18M | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.43% | $1M | 31.6K | Q1 2026OLDER |
| Wealth Advisors Northwest LLC$238M AUM | 0.43% | $1M | 22.2K | Q1 2026OLDER |
| 4WEALTH ADVISORS, INC.$130M AUM | 0.42% | $553,638 | 11.1K | Q2 2026 |
| FSA Advisors, Inc.$152M AUM | 0.42% | $644,461 | 14.1K | Q1 2026OLDER |
| Cedar Point Capital Partners, LLC$154M AUM | 0.42% | $652,854 | 14.3K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.42% | $87M | 1.91M | Q1 2026OLDER |
| Coastline Complete Wealth LLC$161M AUM | 0.41% | $662,975 | 14.5K | Q1 2026OLDER |
| Upper Left Wealth Management, LLC$169M AUM | 0.41% | $693,789 | 15.2K | Q1 2026OLDER |
| Pacific Park Financial, Inc.$153M AUM | 0.41% | $624,492 | 13.7K | Q1 2026OLDER |
| OakTrust Wealth Advisors, LLC$110M AUM | 0.40% | $439,783 | 9.6K | Q1 2026OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 0.40% | $1M | 31.9K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.40% | $2M | 40.4K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.39% | $27M | 600.7K | Q1 2026OLDER |
| Ridgeline Wealth Planning, LLC$137M AUM | 0.39% | $532,073 | 11.7K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.38% | $1M | 30.6K | Q4 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.37% | $15M | 328.1K | Q1 2026OLDER |
| Seneca Financial Advisors LLC$341M AUM | 0.37% | $1M | 27.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.37% | $261M | 5.73M | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.36% | $8M | 176.1K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 0.36% | $413,966 | 9.1K | Q1 2026OLDER |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM | 0.36% | $457,901 | 10.0K | Q1 2026OLDER |
| Providence Financial Advisors, LLC$175M AUM | 0.36% | $359,641 | 8.1K | Q4 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.36% | $490,053 | 10.7K | Q1 2026OLDER |
| Seaside Wealth Management, Inc.$356M AUM | 0.36% | $1M | 27.9K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.36% | $3M | 51.2K | Q2 2026 |
| Narus Financial Partners, LLC$382M AUM | 0.35% | $1M | 29.5K | Q1 2026OLDER |
| BCK Partners, Inc.$185M AUM | 0.35% | $647,043 | 14.2K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.34% | $1M | 26.9K | Q4 2025OLDER |
| BALANCED WEALTH GROUP LLC$279M AUM | 0.34% | $952,150 | 20.9K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.34% | $1M | 22.9K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.34% | $4M | 82.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.33% | $35M | 762.0K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.33% | $7M | 163.3K | Q1 2026OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.33% | $1M | 31.5K | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.33% | $5M | 118.7K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.33% | $1M | 27.7K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.33% | $3M | 74.8K | Q3 2025OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.33% | $1M | 28.9K | Q2 2026 |
| BlueChip Wealth Advisors LLC$228M AUM | 0.32% | $738,663 | 16.2K | Q1 2026OLDER |
| Capital Planning Advisors, LLC$692M AUM | 0.32% | $2M | 49.1K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.32% | $895,014 | 19.6K | Q1 2026OLDER |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM | 0.32% | $359,565 | 7.9K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.31% | $1M | 31.8K | Q1 2026OLDER |
| Aletheian Wealth Advisors LLC$234M AUM | 0.31% | $731,937 | 14.5K | Q2 2026 |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.31% | $4M | 95.8K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.31% | $3,457 | 77.8K | Q4 2025OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.31% | $1M | 24.5K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 0.31% | $1M | 29.6K | Q1 2026OLDER |
| Gross & Hartman Investments LLC$192M AUM | 0.31% | $591,416 | 13.0K | Q1 2026OLDER |
| Great Diamond Partners, LLC$582M AUM | 0.31% | $2M | 35.4K | Q2 2026 |
| Bravias Capital Group, LLC$153M AUM | 0.30% | $465,643 | 10.2K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.30% | $3M | 69.0K | Q1 2026OLDER |
| Plan A Wealth LLC$209M AUM | 0.30% | $631,840 | 13.8K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.30% | $1M | 30.9K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.30% | $455,073 | 9.0K | Q2 2026 |
| Altrius Capital Management Inc$503M AUM | 0.30% | $2M | 33.1K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.30% | $902,918 | 19.8K | Q1 2026OLDER |
| TME FINANCIAL, INC.$144M AUM | 0.30% | $432,225 | 9.5K | Q1 2026OLDER |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 0.30% | $378,530 | 8.3K | Q1 2026OLDER |
| Yoder Wealth Management, Inc.$219M AUM | 0.30% | $652,795 | 14.3K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.30% | $2M | 44.8K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.29% | $643,468 | 14.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.29% | $201M | 4.41M | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.29% | $37M | 812.6K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.28% | $417,561 | 9.1K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.28% | $529,443 | 11.6K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.28% | $10M | 224.1K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.28% | $15M | 337.6K | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 0.28% | $850,733 | 18.6K | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.28% | $415,601 | 9.1K | Q1 2026OLDER |
| HBE Wealth Management, LLC$115M AUM | 0.28% | $323,932 | 7.1K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.28% | $749,420 | 17.5K | Q3 2025OLDER |
| Rock Point Advisors, LLC$370M AUM | 0.28% | $1M | 22.4K | Q1 2026OLDER |
| Lumbard & Kellner, LLC$289M AUM | 0.27% | $793,443 | 17.4K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.27% | $7M | 147.9K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.27% | $98M | 2.15M | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.27% | $615,362 | 13.5K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.27% | $5M | 102.9K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.27% | $7M | 159.3K | Q1 2026OLDER |
| Enclave Advisors LLC$729M AUM | 0.27% | $2M | 43.0K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 0.26% | $313,444 | 7.1K | Q4 2025OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.26% | $922,287 | 20.8K | Q4 2025OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.26% | $3M | 57.6K | Q1 2026OLDER |
| NORTH STAR ASSET MANAGEMENT INC$2.3B AUM | 0.25% | $6M | 128.3K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.25% | $14M | 303.2K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.25% | $387,250 | 9.1K | Q3 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.25% | $4M | 76.9K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.25% | $4M | 84.4K | Q1 2026OLDER |
| Mission Financial Group, LLC$108M AUM | 0.25% | $266,045 | 5.8K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.24% | $425,184 | 9.3K | Q1 2026OLDER |
| J2 Capital Management Inc$146M AUM | 0.24% | $354,290 | 7.8K | Q1 2026OLDER |
| Altus Wealth Group LLC$244M AUM | 0.24% | $591,276 | 13.0K | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 0.24% | $550,282 | 11.4K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.24% | $204M | 4.47M | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.24% | $4M | 79.1K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.24% | $20M | 435.8K | Q1 2026OLDER |
| Mittelman Wealth Management$160M AUM | 0.24% | $359,821 | 8.4K | Q3 2025OLDER |
| Rooted Wealth Advisors, Inc.$379M AUM | 0.24% | $892,741 | 18.1K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.23% | $4M | 81.8K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.