SPDR SERIES TRUST
CUSIP 78464A409
Spdr Series Trust has 1,308 institutional holders in Filings Flow’s 13F database, together reporting 331.90M shares worth $32.0B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Morgan Stanley, and Financial Engines Advisors L.L.C..
Institutional Holders
1,308
Q1 2026
Reported Value
$32.0B
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 |
|---|---|---|---|---|
| Fortitude Financial, LLC$111M AUM | 22.76% | $25M | 212.9K | Q2 2026 |
| Leicht Financial Planning & Wealth Management, Inc.$220M AUM | 22.42% | $49M | 504.9K | Q1 2026OLDER |
| Destiny Capital Corp/CO$188M AUM | 19.88% | $37M | 381.1K | Q1 2026OLDER |
| Investments & Financial Planning, LLC$184M AUM | 19.45% | $36M | 364.9K | Q1 2026OLDER |
| RESTON WEALTH MANAGEMENT LLC$326M AUM | 19.28% | $63M | 643.0K | Q1 2026OLDER |
| Leslie Global Wealth, LLC$190M AUM | 16.59% | $31M | 321.5K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 15.89% | $273M | 2.79M | Q1 2026OLDER |
| ALPHA CAPITAL ADVISORS INC /ADV$105M AUM | 15.67% | $16M | 168.2K | Q1 2026OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 15.29% | $75M | 762.9K | Q1 2026OLDER |
| Collier Financial$131M AUM | 15.26% | $20M | 204.4K | Q1 2026OLDER |
| Focused Wealth Management, Inc$964M AUM | 15.26% | $147M | 1.50M | Q1 2026OLDER |
| Black Swift Group, LLC$571M AUM | 14.88% | $85M | 868.1K | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 14.86% | $33M | 332.3K | Q1 2026OLDER |
| Marathon Mission, Inc.$200M AUM | 14.49% | $29M | 244.0K | Q2 2026 |
| Benchmark Financial, LLC$111M AUM | 14.16% | $16M | 161.2K | Q1 2026OLDER |
| Compton Financial Group, LLC$453M AUM | 14.15% | $64M | 654.3K | Q1 2026OLDER |
| Three Cord True Wealth Management, LLC$180M AUM | 13.55% | $24M | 249.1K | Q1 2026OLDER |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 13.25% | $27M | 279.8K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 13.13% | $13M | 135.2K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 13.00% | $136M | 1.39M | Q1 2026OLDER |
| Ciovacco Capital Management LLC$172M AUM | 12.34% | $21M | 216.1K | Q1 2026OLDER |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 12.32% | $130M | 1.32M | Q1 2026OLDER |
| Stone Wealth Partners$111M AUM | 11.86% | $13M | 134.9K | Q1 2026OLDER |
| TRUEFG, LLC$377M AUM | 11.80% | $45M | 454.7K | Q1 2026OLDER |
| Sage Advisory Services, Ltd.Co.$183M AUM | 11.70% | $21M | 218.2K | Q1 2026OLDER |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 11.66% | $24M | 241.1K | Q1 2026OLDER |
| Cannon Financial Strategists, Inc.$761M AUM | 11.37% | $87M | 883.5K | Q1 2026OLDER |
| GRANVILLE CAPITAL, INC.$191M AUM | 11.33% | $22M | 221.5K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 11.12% | $34M | 349.6K | Q1 2026OLDER |
| Navigation Group, LLC$427M AUM | 10.99% | $47M | 479.8K | Q1 2026OLDER |
| Hofer & Associates. Inc$186M AUM | 10.94% | $20M | 207.9K | Q1 2026OLDER |
| Tower Wealth Partners, Inc.$181M AUM | 10.73% | $19M | 198.3K | Q1 2026OLDER |
| WFA Asset Management Corp$184M AUM | 10.55% | $19M | 234.1K | Q3 2025OLDER |
| Northwest Wealth Advisors, LLC$140M AUM | 10.55% | $15M | 150.8K | Q1 2026OLDER |
| Buska Wealth Management, LLC$249M AUM | 10.43% | $26M | 265.1K | Q1 2026OLDER |
| ABOUND FINANCIAL, LLC$229M AUM | 10.13% | $23M | 236.9K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 10.03% | $24M | 241.7K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 9.91% | $10M | 104.1K | Q1 2026OLDER |
| SilverOak Wealth Management LLC$632M AUM | 9.87% | $62M | 637.5K | Q1 2026OLDER |
| CBM Financial, LLC$160M AUM | 9.84% | $16M | 142.6K | Q1 2026OLDER |
| Choice Wealth Advisors LLC$285M AUM | 9.64% | $27M | 230.9K | Q2 2026 |
| KWB Wealth$1.0B AUM | 9.57% | $97M | 906.9K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 9.49% | $360M | 3.68M | Q1 2026OLDER |
| Boyd Wealth Management, LLC$236M AUM | 9.38% | $22M | 226.5K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 9.27% | $26M | 268.9K | Q1 2026OLDER |
| Whitcomb & Hess, Inc.$463M AUM | 9.27% | $43M | 360.5K | Q2 2026 |
| Marks Wealth, LLC$380M AUM | 9.19% | $30M | 284.5K | Q3 2025OLDER |
| BALANCED WEALTH GROUP LLC$279M AUM | 9.09% | $25M | 260.3K | Q1 2026OLDER |
| Roberts Financial Services LLC$314M AUM | 8.95% | $28M | 287.4K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 8.75% | $119M | 1.21M | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 8.67% | $207M | 2.11M | Q1 2026OLDER |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 8.64% | $42M | 352.8K | Q2 2026 |
| Kozak & Associates, Inc.$576M AUM | 8.41% | $48M | 409.3K | Q2 2026 |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 8.00% | $18M | 184.9K | Q1 2026OLDER |
| Bucket List Wealth Management, LLC$166M AUM | 7.98% | $13M | 135.3K | Q1 2026OLDER |
| Aureum Wealth Management, LLC$144M AUM | 7.94% | $11M | 116.6K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 7.89% | $289M | 2.95M | Q1 2026OLDER |
| SFAM, LLC$108M AUM | 7.86% | $8M | 86.5K | Q1 2026OLDER |
| TLWM$615M AUM | 7.53% | $46M | 389.1K | Q2 2026 |
| Retirement Management Systems Inc.$415M AUM | 7.48% | $31M | 317.0K | Q1 2026OLDER |
| ArborFi Advisors, LLC$122M AUM | 7.35% | $9M | 91.9K | Q1 2026OLDER |
| WEALTH MANAGEMENT RESOURCES, INC.$287M AUM | 7.29% | $21M | 214.0K | Q1 2026OLDER |
| Orgel Wealth Management, LLC$4.6B AUM | 7.23% | $336M | 3.43M | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 7.15% | $11M | 107.2K | Q3 2025OLDER |
| Sunburst Financial Group, LLC$617M AUM | 7.14% | $44M | 370.3K | Q2 2026 |
| Sentinel Advisory Group, LLC$205M AUM | 7.12% | $15M | 149.2K | Q1 2026OLDER |
| Garrett Wealth Advisory Group, LLC$562M AUM | 7.11% | $40M | 408.2K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 7.10% | $9M | 73.7K | Q2 2026 |
| Horizon Investments, LLC$8.9B AUM | 7.01% | $626M | 6.39M | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 7.00% | $16M | 154.6K | Q4 2025OLDER |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 6.90% | $89M | 913.9K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 6.87% | $37M | 373.2K | Q1 2026OLDER |
| LifePlan Financial, LLC$135M AUM | 6.75% | $9M | 93.3K | Q1 2026OLDER |
| Millington Financial Advisors, LLC$237M AUM | 6.74% | $16M | 141.6K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 6.68% | $25M | 251.8K | Q1 2026OLDER |
| Drake & Associates, LLC$525M AUM | 6.63% | $35M | 355.6K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 6.60% | $53M | 543.0K | Q1 2026OLDER |
| Town Capital LLC$124M AUM | 6.58% | $8M | 83.1K | Q2 2026 |
| Tranquilli Financial Advisor LLC$171M AUM | 6.44% | $11M | 112.7K | Q1 2026OLDER |
| Guardian Wealth Advisors, LLC$174M AUM | 6.36% | $11M | 113.0K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 6.16% | $109M | 1.05M | Q1 2026OLDER |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM | 6.08% | $7M | 70.5K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 6.04% | $350M | 3.58M | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 6.00% | $71M | 598.2K | Q2 2026 |
| Optimist Retirement Group LLC$227M AUM | 5.87% | $13M | 136.0K | Q1 2026OLDER |
| Sterling Manor Financial, LLC$160M AUM | 5.80% | $9M | 94.8K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 5.68% | $478M | 4.88M | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 5.67% | $9M | 89.5K | Q1 2026OLDER |
| Rooted Wealth Advisors, Inc.$379M AUM | 5.60% | $21M | 192.0K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 5.58% | $127M | 1.30M | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 5.38% | $42M | 426.7K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 5.37% | $169M | 1.72M | Q1 2026OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 5.33% | $33M | 340.1K | Q1 2026OLDER |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 5.24% | $32M | 330.3K | Q1 2026OLDER |
| Convergence Financial, LLC$943M AUM | 5.23% | $49M | 499.4K | Q1 2026OLDER |
| PALLADIEM, LLC$105M AUM | 5.23% | $5M | 52.7K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 5.23% | $177M | 1.49M | Q2 2026 |
| MEMBERS WEALTH LLC$182M AUM | 5.21% | $10M | 79.9K | Q2 2026 |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 5.20% | $58M | 593.1K | Q1 2026OLDER |
| Macco Financial Group, Inc.$132M AUM | 5.18% | $7M | 69.8K | Q1 2026OLDER |
| PRAIRIEVIEW WEALTH PARTNERS, LLC$122M AUM | 5.17% | $6M | 64.4K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 5.06% | $39M | 393.8K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 5.03% | $9M | 95.4K | Q1 2026OLDER |
| PECAUT & CO.$308M AUM | 4.97% | $15M | 156.2K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 4.93% | $1.2B | 12.41M | Q1 2026OLDER |
| Philadelphia Investment Partners, LLC$147M AUM | 4.86% | $7M | 73.0K | Q1 2026OLDER |
| Canandaigua National Trust Co of Florida$125M AUM | 4.83% | $6M | 61.4K | Q1 2026OLDER |
| Cobblestone Asset Management LLC$222M AUM | 4.74% | $11M | 107.7K | Q1 2026OLDER |
| POWER WEALTH MANAGEMENT LLC$269M AUM | 4.71% | $13M | 129.2K | Q1 2026OLDER |
| Rodgers & Associates, LTD$982M AUM | 4.69% | $46M | 470.8K | Q1 2026OLDER |
| Navalign, LLC$396M AUM | 4.59% | $18M | 185.7K | Q1 2026OLDER |
| Melone Private Wealth, LLC$263M AUM | 4.54% | $12M | 100.3K | Q2 2026 |
| TAGStone Capital, Inc.$283M AUM | 4.49% | $13M | 129.7K | Q1 2026OLDER |
| Oxinas Partners, LLC$219M AUM | 4.48% | $10M | 100.1K | Q1 2026OLDER |
| TPG Financial Advisors, LLC$307M AUM | 4.47% | $14M | 140.3K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 4.36% | $5M | 57.1K | Q2 2026 |
| Prepared Retirement Institute LLC$202M AUM | 4.33% | $9M | 89.1K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 4.27% | $63M | 585.1K | Q4 2025OLDER |
| Roan Capital Partners$121M AUM | 4.23% | $5M | 42.8K | Q2 2026 |
| Stonebrook Private Inc.$470M AUM | 4.19% | $20M | 201.1K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 4.14% | $8M | 86.7K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 4.08% | $11M | 108.6K | Q1 2026OLDER |
| Compass Financial Group, Inc.$222M AUM | 4.07% | $9M | 92.2K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 4.05% | $12M | 126.4K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 4.03% | $16M | 166.3K | Q1 2026OLDER |
| RED CRANE WEALTH MANAGEMENT, LLC$122M AUM | 4.01% | $5M | 49.8K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 3.99% | $55M | 459.4K | Q2 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 3.93% | $115M | 1.18M | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 3.91% | $49M | 500.6K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 3.89% | $20M | 207.8K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 3.84% | $6M | 62.6K | Q1 2026OLDER |
| Obsidian Personal Planning Solutions LLC$288M AUM | 3.84% | $11M | 102.3K | Q3 2025OLDER |
| Sargent Investment Group, LLC$759M AUM | 3.81% | $29M | 295.2K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 3.76% | $40M | 405.2K | Q1 2026OLDER |
| RAINIER FAMILY WEALTH INC$149M AUM | 3.75% | $6M | 57.1K | Q1 2026OLDER |
| Uptown Financial Advisors LLC$126M AUM | 3.72% | $5M | 47.9K | Q1 2026OLDER |
| Aventus Investment Advisors, Inc.$118M AUM | 3.70% | $4M | 44.7K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 3.66% | $14M | 145.7K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 3.62% | $32M | 329.5K | Q1 2026OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 3.53% | $417M | 4.26M | Q1 2026OLDER |
| Sage Financial Management Group, Inc.$325M AUM | 3.53% | $11M | 117.4K | Q1 2026OLDER |
| Concord Asset Management, LLC/VA$592M AUM | 3.52% | $21M | 212.9K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 3.51% | $9M | 74.8K | Q2 2026 |
| Symphony Financial, Ltd. Co.$755M AUM | 3.50% | $26M | 274.8K | Q1 2026OLDER |
| Westwood Wealth Management$255M AUM | 3.49% | $5M | 43.5K | Q4 2025OLDER |
| NorthRock Partners, LLC$6.2B AUM | 3.46% | $215M | 2.19M | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 3.46% | $1.7B | 17.40M | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 3.44% | $13M | 131.4K | Q1 2026OLDER |
| Buttonwood Financial Group, LLC$163M AUM | 3.37% | $5M | 55.9K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 3.36% | $23M | 234.2K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 3.31% | $186M | 1.67M | Q1 2026OLDER |
| CVFG LLC$804M AUM | 3.28% | $26M | 269.7K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 3.26% | $27M | 278.9K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 3.26% | $374M | 3.82M | Q1 2026OLDER |
| Financial Council, LLC$259M AUM | 3.22% | $8M | 85.4K | Q1 2026OLDER |
| Tempo Wealth, LLC$573M AUM | 3.16% | $18M | 185.0K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 3.15% | $18M | 154.2K | Q2 2026 |
| Vertex Planning Partners, LLC$515M AUM | 3.14% | $16M | 164.9K | Q1 2026OLDER |
| Inman Jager Wealth Management, LLC$171M AUM | 3.12% | $5M | 54.6K | Q1 2026OLDER |
| Shilanski & Associates, Inc.$376M AUM | 3.09% | $12M | 111.3K | Q3 2025OLDER |
| QUEST INVESTMENT MANAGEMENT LLC$857M AUM | 3.09% | $26M | 270.1K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 3.07% | $64M | 654.8K | Q1 2026OLDER |
| Lionshead Wealth Management, LLC$136M AUM | 3.06% | $4M | 42.4K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 3.05% | $23M | 229.9K | Q1 2026OLDER |
| Dynamic Wealth Strategies, LLC$173M AUM | 3.03% | $5M | 53.4K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 3.01% | $4M | 44.6K | Q1 2026OLDER |
| AGH Wealth Advisors, LLC$136M AUM | 3.00% | $4M | 41.7K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 3.00% | $24M | 248.3K | Q1 2026OLDER |
| WRAPMANAGER INC$288M AUM | 2.99% | $9M | 88.0K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 2.99% | $54M | 546.4K | Q1 2026OLDER |
| Cannon Wealth Management Services, LLC$148M AUM | 2.98% | $4M | 45.0K | Q1 2026OLDER |
| Vertrix Wealth Management, LLC$297M AUM | 2.97% | $9M | 74.1K | Q2 2026 |
| Petix & Botte Co$449M AUM | 2.94% | $13M | 134.6K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 2.93% | $80M | 804.6K | Q1 2026OLDER |
| Clear Retirement Advice LLC$127M AUM | 2.89% | $4M | 37.6K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 2.87% | $10M | 98.8K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 2.87% | $6M | 63.8K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 2.87% | $22M | 225.6K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 2.84% | $16M | 163.1K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 2.83% | $8M | 86.3K | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 2.83% | $10M | 105.4K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 2.82% | $6M | 59.2K | Q1 2026OLDER |
| Bridgewealth Advisory Group, LLC$482M AUM | 2.75% | $13M | 135.6K | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 2.74% | $24M | 193.5K | Q2 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 2.74% | $65M | 667.6K | Q1 2026OLDER |
| Harbor Group, Inc.$692M AUM | 2.72% | $19M | 192.3K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 2.72% | $18M | 183.5K | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 2.71% | $7M | 75.3K | Q1 2026OLDER |
| GLR Partners, LLC$183M AUM | 2.70% | $5M | 50.6K | Q1 2026OLDER |
| Centennial Wealth Advisory LLC$413M AUM | 2.69% | $11M | 113.3K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 2.61% | $6M | 62.7K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 2.59% | $9M | 90.2K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 2.57% | $7M | 64.9K | Q4 2025OLDER |
| Keystone Financial Group$1.5B AUM | 2.56% | $37M | 382.6K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 2.48% | $10M | 99.5K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 2.47% | $21M | 219.4K | Q1 2026OLDER |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 2.47% | $5M | 42.6K | Q2 2026 |
| Gilbert Capital Group, Inc.$129M AUM | 2.45% | $3M | 30.6K | Q4 2025OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 2.44% | $32M | 325.0K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 2.41% | $34M | 351.0K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 2.39% | $142M | 1.45M | Q1 2026OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 2.38% | $4M | 41.6K | Q1 2026OLDER |
| Echo Wealth Management, LLC$174M AUM | 2.38% | $4M | 42.2K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 2.37% | $12M | 118.6K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 2.37% | $30M | 302.5K | Q1 2026OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 2.35% | $28M | 285.5K | Q1 2026OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 2.31% | $5M | 55.8K | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 2.30% | $15M | 148.2K | Q1 2026OLDER |
| Compass Financial Services Inc$231M AUM | 2.28% | $5M | 53.8K | Q1 2026OLDER |
| Chatterton & Associates Inc.$143M AUM | 2.27% | $3M | 31.1K | Q1 2026OLDER |
| HAMILTON CAPITAL PARTNERS, LLC$320M AUM | 2.23% | $7M | 73.0K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 2.23% | $33M | 313.2K | Q2 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 2.22% | $3M | 27.4K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 2.22% | $13M | 127.9K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 2.22% | $2M | 25.4K | Q1 2026OLDER |
| Sanchez Wealth Management Group$462M AUM | 2.22% | $10M | 104.8K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 2.20% | $8M | 64.9K | Q2 2026 |
| Milestones Private Investment Advisors LLC$114M AUM | 2.19% | $2M | 25.4K | Q1 2026OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 2.19% | $6M | 65.0K | Q1 2026OLDER |
| Auour Investments LLC$318M AUM | 2.18% | $7M | 70.8K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 2.15% | $28M | 238.5K | Q2 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 2.15% | $157M | 1.61M | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 2.10% | $17M | 142.9K | Q2 2026 |
| McNaughton Wealth Management, LLC$282M AUM | 2.08% | $6M | 49.2K | Q2 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 2.08% | $7M | 66.4K | Q1 2026OLDER |
| Pinnacle Wealth Management, LLC$148M AUM | 2.06% | $3M | 31.3K | Q1 2026OLDER |
| Private Wealth Group, LLC$259M AUM | 2.05% | $5M | 44.5K | Q2 2026 |
| Shum Financial Group, Inc.$141M AUM | 2.03% | $3M | 29.4K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 2.01% | $190M | 1.94M | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 2.01% | $7M | 68.5K | Q1 2026OLDER |
| Bawa N Mallick Trust$244M AUM | 2.01% | $5M | 50.0K | Q1 2026OLDER |
| GenWealth Group, Inc.$584M AUM | 1.99% | $12M | 118.8K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 1.99% | $4M | 38.4K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 1.98% | $31M | 257.7K | Q2 2026 |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 1.98% | $16M | 162.3K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 1.97% | $19M | 194.4K | Q1 2026OLDER |
| 71 West Capital Partners$2.3B AUM | 1.94% | $44M | 450.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 1.93% | $180M | 1.84M | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 1.93% | $3M | 30.7K | Q1 2026OLDER |
| Nvest Financial, LLC$268M AUM | 1.90% | $5M | 52.0K | Q1 2026OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 1.90% | $44M | 448.6K | Q1 2026OLDER |
| MOTIVE WEALTH ADVISORS$213M AUM | 1.89% | $4M | 41.2K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 1.89% | $23M | 231.6K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 1.89% | $2M | 21.1K | Q3 2025OLDER |
| Fortis Group Advisors, LLC$605M AUM | 1.77% | $11M | 95.2K | Q1 2026OLDER |
| Teucrium Investment Advisors, LLC$129M AUM | 1.76% | $2M | 15.0K | Q4 2025OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 1.75% | $31M | 314.1K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 1.74% | $5M | 46.2K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 1.72% | $23M | 239.3K | Q1 2026OLDER |
| Wealth Advisors of Iowa, LLC$323M AUM | 1.69% | $5M | 55.7K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 1.68% | $15M | 124.2K | Q2 2026 |
| DAGCO, INC.$461M AUM | 1.68% | $8M | 79.2K | Q1 2026OLDER |
| Palatine Hill Wealth Management, LLC$115M AUM | 1.68% | $2M | 19.7K | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 1.68% | $7M | 71.5K | Q1 2026OLDER |
| Marion Wealth Management$451M AUM | 1.65% | $7M | 76.3K | Q1 2026OLDER |
| FCG Investment Co$228M AUM | 1.65% | $4M | 38.4K | Q1 2026OLDER |
| Wilkins Miller Wealth Management, LLC$165M AUM | 1.63% | $3M | 27.6K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 1.63% | $3M | 27.9K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 1.63% | $251M | 2.77M | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 1.63% | $42M | 428.3K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 1.62% | $300M | 3.07M | Q1 2026OLDER |
| Luken Investment Analytics, LLC$261M AUM | 1.62% | $4M | 43.2K | Q1 2026OLDER |
| RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM | 1.61% | $6M | 57.4K | Q1 2026OLDER |
| Navigate Wealth Management, LLC$142M AUM | 1.59% | $2M | 20.7K | Q1 2026OLDER |
| Aspetuck Financial Management LLC$146M AUM | 1.59% | $2M | 23.6K | Q1 2026OLDER |
| Stone Summit Wealth LLC$359M AUM | 1.57% | $6M | 57.7K | Q1 2026OLDER |
| LOWERY THOMAS, LLC$175M AUM | 1.57% | $3M | 28.0K | Q1 2026OLDER |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 1.56% | $2M | 16.7K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 1.48% | $64M | 652.1K | Q1 2026OLDER |
| EWG Elevate Inc.$320M AUM | 1.47% | $5M | 45.0K | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 1.46% | $38M | 392.1K | Q2 2026 |
| Hutchinson Financial Advisors, INC$102M AUM | 1.45% | $1M | 14.1K | Q3 2025OLDER |
| Key FInancial Inc$562M AUM | 1.44% | $8M | 82.6K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 1.41% | $13M | 132.0K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6.8B AUM | 1.40% | $95M | 974.7K | Q1 2026OLDER |
| Towerpoint Wealth, LLC$289M AUM | 1.37% | $4M | 33.2K | Q2 2026 |
| Mascagni Wealth Management, Inc.$140M AUM | 1.35% | $2M | 19.3K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 1.35% | $10M | 99.4K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 1.34% | $135M | 1.38M | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 1.33% | $2M | 19.1K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 1.33% | $5M | 49.7K | Q1 2026OLDER |
| Boulder Wealth Advisors, LLC$251M AUM | 1.30% | $3M | 33.3K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 1.28% | $11M | 89.5K | Q2 2026 |
| LexAurum Advisors, LLC$771M AUM | 1.28% | $10M | 100.6K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 1.27% | $198M | 4.67M | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 1.27% | $4M | 40.3K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 1.26% | $34M | 346.2K | Q1 2026OLDER |
| Integrity Wealth Partners, LLC$111M AUM | 1.24% | $1M | 14.1K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 1.24% | $17M | 147.0K | Q2 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 1.22% | $5M | 48.8K | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 1.21% | $4M | 42.3K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 1.21% | $4M | 39.7K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 1.21% | $11M | 110.3K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 1.20% | $55M | 566.8K | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 1.18% | $2M | 15.9K | Q1 2026OLDER |
| Davidson Capital Management Inc.$552M AUM | 1.18% | $5M | 50.9K | Q4 2025OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 1.18% | $4M | 43.5K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 1.15% | $8M | 84.3K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 1.15% | $5M | 44.2K | Q2 2026 |
| Parkway Wealth Management Group, LLC$791M AUM | 1.14% | $9M | 86.3K | Q1 2026OLDER |
| StoneCrest Wealth Management, Inc.$313M AUM | 1.13% | $4M | 29.7K | Q2 2026 |
| United Advisor Group, LLC$811M AUM | 1.11% | $9M | 91.7K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 1.10% | $2M | 20.6K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 1.10% | $5M | 46.3K | Q1 2026OLDER |
| Wrenne Financial Planning LLC$255M AUM | 1.09% | $3M | 28.4K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 1.08% | $3M | 29.8K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 1.07% | $68M | 573.7K | Q2 2026 |
| HILL ISLAND FINANCIAL LLC$412M AUM | 1.06% | $4M | 44.4K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 1.04% | $33M | 307.5K | Q4 2025OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 1.04% | $5M | 47.2K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 1.04% | $3M | 27.0K | Q1 2026OLDER |
| MY Wealth Management Inc.$103M AUM | 1.04% | $1M | 13.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 1.04% | $3.9B | 39.83M | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 1.03% | $4M | 36.9K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 1.01% | $7M | 74.0K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 1.01% | $2M | 17.1K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 1.01% | $2M | 22.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 1.01% | $214M | 2.19M | Q1 2026OLDER |
| Sherman Wealth Management LLC$133M AUM | 0.99% | $1M | 11.1K | Q2 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.99% | $4M | 44.5K | Q1 2026OLDER |
| JERICHO FINANCIAL, LLP$159M AUM | 0.97% | $2M | 15.7K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.96% | $5M | 43.7K | Q2 2026 |
| Idaho Trust Co$308M AUM | 0.96% | $3M | 30.3K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.96% | $24M | 241.5K | Q1 2026OLDER |
| Triton Wealth Management, PLLC$270M AUM | 0.96% | $3M | 25.8K | Q1 2026OLDER |
| Financial Futures Ltd Liability Co.$228M AUM | 0.96% | $2M | 22.2K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.95% | $51M | 525.5K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.94% | $19M | 191.8K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 0.94% | $3M | 26.6K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.93% | $9M | 88.0K | Q1 2026OLDER |
| GM Advisory Group, LLC$2.6B AUM | 0.92% | $24M | 245.1K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.92% | $13M | 128.2K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.91% | $27M | 275.7K | Q1 2026OLDER |
| BYRNE FINANCIAL FREEDOM, LLC$209M AUM | 0.90% | $2M | 19.2K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.89% | $8M | 77.1K | Q1 2026OLDER |
| ES4, LLC$155M AUM | 0.88% | $1M | 13.9K | Q1 2026OLDER |
| UNIVEST FINANCIAL Corp$1.8B AUM | 0.88% | $16M | 159.3K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.87% | $14M | 138.7K | Q1 2026OLDER |
| Alliance Private Wealth, LLC$288M AUM | 0.87% | $3M | 21.0K | Q2 2026 |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 0.87% | $1M | 14.7K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.87% | $13M | 136.7K | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.86% | $3M | 32.4K | Q1 2026OLDER |
| Wealth Advisors Northwest LLC$238M AUM | 0.86% | $2M | 20.9K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.85% | $10M | 99.6K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.84% | $105M | 1.07M | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 0.84% | $5M | 52.9K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.83% | $8M | 84.8K | Q1 2026OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.83% | $4M | 36.8K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.82% | $64M | 658.0K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.81% | $3M | 34.7K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.81% | $20M | 200.4K | Q1 2026OLDER |
| PMG Wealth Management, Inc.$139M AUM | 0.80% | $1M | 11.4K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.79% | $10M | 104.0K | Q1 2026OLDER |
| McMill Wealth Management$376M AUM | 0.79% | $3M | 98.7K | Q1 2026OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 0.79% | $2M | 21.5K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.78% | $2M | 15.6K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.77% | $56M | 573.1K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.76% | $790,525 | 8.1K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.76% | $2M | 17.0K | Q1 2026OLDER |
| Faithward Advisors, LLC$701M AUM | 0.76% | $5M | 54.2K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.75% | $2M | 20.6K | Q2 2026 |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 0.75% | $957,658 | 9.8K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.75% | $3M | 25.7K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.75% | $13M | 135.3K | Q1 2026OLDER |
| Sun Financial Inc$200M AUM | 0.74% | $1M | 12.3K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.74% | $4M | 39.0K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.73% | $19M | 158.4K | Q2 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.73% | $103M | 1.05M | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.72% | $97M | 989.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.72% | $272M | 2.78M | Q1 2026OLDER |
| Grant Private Wealth Management Inc$237M AUM | 0.71% | $2M | 14.2K | Q2 2026 |
| Bristlecone Advisors, LLC$1.2B AUM | 0.71% | $9M | 81.6K | Q3 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.71% | $39M | 398.2K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.71% | $146M | 1.49M | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.71% | $8M | 80.7K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.70% | $8M | 78.8K | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.70% | $10M | 98.3K | Q4 2025OLDER |
| TrueWealth Financial Partners$251M AUM | 0.70% | $842,611 | 7.9K | Q4 2025OLDER |
| Partners in Financial Planning$603M AUM | 0.70% | $4M | 42.8K | Q1 2026OLDER |
| Bay Capital Advisors, LLC$162M AUM | 0.69% | $1M | 11.5K | Q1 2026OLDER |
| Jackson Wealth Management, LLC$972M AUM | 0.69% | $7M | 68.4K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.69% | $30M | 302.6K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.68% | $177M | 1.80M | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.66% | $4M | 42.7K | Q1 2026OLDER |
| Crescent Sterling, Ltd.$112M AUM | 0.66% | $738,571 | 6.2K | Q2 2026 |
| Schrum Private Wealth Management LLC$131M AUM | 0.66% | $861,793 | 8.8K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.65% | $8M | 73.1K | Q3 2025OLDER |
| CORE WEALTH ADVISORS, LLC$130M AUM | 0.65% | $841,047 | 8.6K | Q1 2026OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 0.64% | $959,382 | 9.8K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 0.64% | $2M | 22.5K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.63% | $2M | 19.9K | Q2 2026 |
| STEVENS CAPITAL PARTNERS$416M AUM | 0.63% | $3M | 26.8K | Q1 2026OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.62% | $2M | 15.0K | Q2 2026 |
| Quent Capital, LLC$1.4B AUM | 0.62% | $9M | 88.7K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.62% | $1M | 11.5K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.61% | $44M | 450.7K | Q1 2026OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 0.61% | $1M | 9.8K | Q4 2025OLDER |
| Oak Harvest Investment Services$958M AUM | 0.61% | $6M | 59.3K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 0.60% | $4M | 36.2K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 0.60% | $961,886 | 8.1K | Q2 2026 |
| Keudell/Morrison Wealth Management$489M AUM | 0.60% | $3M | 30.0K | Q1 2026OLDER |
| FIDELITY D & D BANCORP INC$249M AUM | 0.60% | $1M | 15.3K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.58% | $2M | 15.8K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.58% | $3M | 32.6K | Q1 2026OLDER |
| 4WEALTH ADVISORS, INC.$117M AUM | 0.58% | $680,603 | 7.2K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 0.58% | $1M | 13.6K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$149M AUM | 0.57% | $934,528 | 8.9K | Q3 2025OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.57% | $1M | 12.1K | Q4 2025OLDER |
| Ebert Capital Management Inc.$107M AUM | 0.57% | $603,874 | 5.1K | Q2 2026 |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.57% | $8M | 77.1K | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.57% | $3M | 33.8K | Q1 2026OLDER |
| BUFFALO BUSINESS & ESTATE SERVICES LTD$689M AUM | 0.56% | $4M | 39.7K | Q1 2026OLDER |
| Arkfeld Wealth Strategies, L.L.C.$316M AUM | 0.56% | $2M | 16.3K | Q1 2026OLDER |
| JMN Financial LLC$102M AUM | 0.55% | $560,333 | 5.7K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.55% | $3M | 28.2K | Q2 2026 |
| Florida Trust Wealth Management Co$3.6B AUM | 0.55% | $20M | 199.4K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.55% | $7M | 69.7K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.54% | $3M | 34.3K | Q1 2026OLDER |
| Sunesis Advisors, LLC$221M AUM | 0.54% | $1M | 12.2K | Q1 2026OLDER |
| DAHRING | CUSMANO LLC$163M AUM | 0.54% | $879,311 | 9.0K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.54% | $44M | 447.7K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.54% | $1M | 15.0K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.52% | $7M | 71.5K | Q1 2026OLDER |
| Ruggiero Investments, Inc.$103M AUM | 0.52% | $539,907 | 5.5K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.52% | $2M | 18.8K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.51% | $3M | 30.9K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.51% | $13M | 137.9K | Q1 2026OLDER |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 0.51% | $898,128 | 9.2K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.51% | $5M | 53.9K | Q1 2026OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.51% | $2M | 21.9K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.51% | $13M | 132.4K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.50% | $8M | 84.8K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.50% | $5M | 47.0K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.49% | $6M | 60.7K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.49% | $2M | 25.5K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.49% | $8M | 81.5K | Q1 2026OLDER |
| Three Bridge Wealth Advisors, LLC$364M AUM | 0.49% | $2M | 18.2K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.49% | $2M | 23.0K | Q1 2026OLDER |
| Cadia Private Client LLC$123M AUM | 0.48% | $597,236 | 6.1K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.48% | $2M | 19.4K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 0.48% | $1M | 14.0K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.48% | $2M | 15.4K | Q2 2026 |
| Ascent Group, LLC$2.9B AUM | 0.48% | $14M | 141.0K | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 0.48% | $1M | 10.6K | Q1 2026OLDER |
| APS Management Group, Inc.$117M AUM | 0.48% | $555,626 | 5.7K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 0.47% | $704,865 | 5.9K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.47% | $70M | 714.2K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 0.47% | $537,648 | 5.5K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.46% | $1M | 14.2K | Q1 2026OLDER |
| Fox Financial, Inc$123M AUM | 0.46% | $564,159 | 5.8K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.45% | $1M | 11.2K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.45% | $1M | 13.7K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.45% | $4M | 37.5K | Q1 2026OLDER |
| Sherman Asset Management, Inc.$109M AUM | 0.45% | $486,945 | 5.0K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.44% | $801,302 | 8.2K | Q1 2026OLDER |
| 1ST SOURCE BANK$1.9B AUM | 0.44% | $9M | 87.7K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.44% | $2M | 20.3K | Q1 2026OLDER |
| Stegent Equity Advisors, Inc.$117M AUM | 0.44% | $516,573 | 5.3K | Q1 2026OLDER |
| Altman Advisors, Inc.$241M AUM | 0.44% | $1M | 84.6K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 0.44% | $1M | 12.3K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 0.43% | $2M | 23.8K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.42% | $644,928 | 6.6K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.42% | $37M | 379.9K | Q1 2026OLDER |
| Curran Financial Partners, LLC$559M AUM | 0.42% | $2M | 23.8K | Q1 2026OLDER |
| Pandora Wealth, Inc.$165M AUM | 0.42% | $686,081 | 6.4K | Q4 2025OLDER |
| ESL Trust Services, LLC$524M AUM | 0.42% | $2M | 22.3K | Q1 2026OLDER |
| Innovative Wealth Building LLC$142M AUM | 0.42% | $591,170 | 6.0K | Q1 2026OLDER |
| Valpey Financial Services, LLC$154M AUM | 0.41% | $633,132 | 6.5K | Q1 2026OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 0.41% | $695,568 | 7.1K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.41% | $4M | 37.5K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.41% | $2M | 18.5K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.41% | $4M | 43.2K | Q1 2026OLDER |
| Kropog Financial Group, LLC$123M AUM | 0.41% | $499,196 | 5.1K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.40% | $2M | 15.8K | Q2 2026 |
| POTENTIA WEALTH$259M AUM | 0.39% | $1M | 10.4K | Q1 2026OLDER |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.$128M AUM | 0.39% | $501,005 | 5.1K | Q1 2026OLDER |
| American Trust$1.1B AUM | 0.39% | $4M | 45.2K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.39% | $21M | 211.5K | Q1 2026OLDER |
| FreeGulliver LLC$237M AUM | 0.39% | $915,195 | 9.3K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.39% | $52M | 529.9K | Q1 2026OLDER |
| Joule Financial, LLC$343M AUM | 0.39% | $1M | 13.5K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.38% | $588,659 | 6.0K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.38% | $1M | 14.9K | Q1 2026OLDER |
| ETF Store, Inc.$103M AUM | 0.38% | $388,590 | 4.0K | Q1 2026OLDER |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 0.38% | $1M | 9.5K | Q4 2025OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.37% | $1M | 5.9K | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 0.37% | $3M | 31.9K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.37% | $1M | 15.2K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.36% | $2M | 18.7K | Q1 2026OLDER |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM | 0.36% | $537,234 | 5.5K | Q1 2026OLDER |
| URS Advisory LLC$137M AUM | 0.36% | $486,766 | 5.0K | Q1 2026OLDER |
| Orin Green Financial, LLC$244M AUM | 0.36% | $867,581 | 8.9K | Q1 2026OLDER |
| CAMDEN NATIONAL BANK$739M AUM | 0.35% | $3M | 26.7K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.35% | $14M | 145.0K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 0.35% | $394,817 | 4.0K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.35% | $514,155 | 5.3K | Q1 2026OLDER |
| AMJ Financial Wealth Management$424M AUM | 0.35% | $1M | 15.2K | Q1 2026OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 0.35% | $1M | 13.6K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.35% | $20M | 205.5K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.35% | $32M | 324.2K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.