SPDR SERIES TRUST
CUSIP 78464A805
Spdr Series Trust has 736 institutional holders in Filings Flow’s 13F database, together reporting 100.88M shares worth $7.8B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Assetmark, Inc, and Creative Planning.
Institutional Holders
736
Q1 2026
Reported Value
$7.8B
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 |
|---|---|---|---|---|
| Professional Financial Advisors, LLC$578M AUM | 35.24% | $204M | 2.24M | Q2 2026 |
| Financial Planning Fort Collins, LLC$133M AUM | 20.64% | $28M | 317.5K | Q1 2026OLDER |
| Weitzel Financial Services, Inc.$265M AUM | 20.35% | $54M | 678.8K | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 20.31% | $132M | 1.67M | Q1 2026OLDER |
| Fox Financial, Inc$123M AUM | 19.59% | $24M | 303.6K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 17.05% | $56M | 707.5K | Q1 2026OLDER |
| Treasure Coast Financial Planning$194M AUM | 16.96% | $33M | 416.7K | Q1 2026OLDER |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 14.17% | $66M | 840.3K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 13.37% | $65M | 825.5K | Q1 2026OLDER |
| Mueller Wealth, LLC$125M AUM | 11.78% | $15M | 186.8K | Q1 2026OLDER |
| Financial Strategies Group, Inc.$598M AUM | 11.28% | $67M | 776.6K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 10.75% | $47M | 595.8K | Q1 2026OLDER |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 10.61% | $112M | 1.41M | Q1 2026OLDER |
| Aquire Wealth Advisors, LLC$381M AUM | 10.10% | $38M | 486.0K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 10.03% | $28M | 356.0K | Q1 2026OLDER |
| ABOUND FINANCIAL, LLC$229M AUM | 9.94% | $23M | 287.7K | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 9.64% | $74M | 2.92M | Q4 2025OLDER |
| Capasso Planning Partners LLC$185M AUM | 9.07% | $17M | 212.7K | Q1 2026OLDER |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 8.74% | $14M | 155.7K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 8.74% | $16M | 208.6K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 8.60% | $11M | 128.0K | Q1 2026OLDER |
| Spartan Planning & Wealth Management$135M AUM | 8.20% | $11M | 140.2K | Q1 2026OLDER |
| Aldebaran Financial Inc.$105M AUM | 7.84% | $8M | 104.4K | Q1 2026OLDER |
| Ervin Investment Management, LLC$171M AUM | 7.67% | $13M | 165.7K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 7.58% | $34M | 426.8K | Q1 2026OLDER |
| Rinkey Investments$391M AUM | 7.39% | $29M | 365.3K | Q1 2026OLDER |
| DORVAL Corp$322M AUM | 7.17% | $23M | 292.4K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 6.89% | $82M | 1.03M | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 6.69% | $10M | 129.1K | Q1 2026OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 6.63% | $74M | 933.8K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 6.11% | $60M | 757.8K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 5.88% | $16M | 196.2K | Q1 2026OLDER |
| Navigation Group, LLC$427M AUM | 5.76% | $25M | 311.1K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 5.74% | $46M | 584.2K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 5.60% | $59M | 746.6K | Q1 2026OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 5.22% | $8M | 100.3K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 5.21% | $6M | 76.5K | Q4 2025OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 5.21% | $33M | 411.8K | Q1 2026OLDER |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 5.18% | $7M | 83.2K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 4.97% | $38M | 481.3K | Q1 2026OLDER |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 4.90% | $7M | 77.3K | Q2 2026 |
| Blueprint Financial Advisors LLC$675M AUM | 4.86% | $33M | 414.6K | Q1 2026OLDER |
| Wealthquest Corp$1.4B AUM | 4.82% | $68M | 861.0K | Q2 2026 |
| Bridgewealth Advisory Group, LLC$482M AUM | 4.73% | $23M | 288.4K | Q1 2026OLDER |
| Boston Standard Wealth Management, LLC$689M AUM | 4.48% | $31M | 339.7K | Q2 2026 |
| IRON Financial LLC$229M AUM | 4.45% | $10M | 128.8K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 4.32% | $228M | 2.51M | Q2 2026 |
| Legacy Private Trust Co.$1.6B AUM | 4.31% | $70M | 886.0K | Q1 2026OLDER |
| Royal Harbor Partners, LLC$295M AUM | 4.25% | $13M | 158.7K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 4.10% | $7M | 79.5K | Q4 2025OLDER |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 3.98% | $11M | 133.1K | Q1 2026OLDER |
| G&S Capital LLC$285M AUM | 3.89% | $11M | 140.0K | Q1 2026OLDER |
| Sterneck Capital Management, LLC$223M AUM | 3.63% | $8M | 102.2K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 3.48% | $9M | 118.6K | Q1 2026OLDER |
| FreeGulliver LLC$237M AUM | 3.29% | $8M | 98.6K | Q1 2026OLDER |
| Atlas Private Wealth Advisors$425M AUM | 3.10% | $13M | 166.8K | Q1 2026OLDER |
| Winthrop Advisory Group LLC$1.2B AUM | 3.00% | $37M | 464.3K | Q1 2026OLDER |
| Private Wealth Group, LLC$259M AUM | 2.92% | $8M | 83.2K | Q2 2026 |
| SFG Wealth Management, LLC.$243M AUM | 2.81% | $7M | 86.2K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 2.76% | $232M | 2.94M | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 2.73% | $7M | 92.8K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 2.70% | $36M | 456.1K | Q1 2026OLDER |
| Compass Financial Group, INC/SD$715M AUM | 2.65% | $19M | 240.0K | Q1 2026OLDER |
| Freedom Day Solutions, LLC$373M AUM | 2.64% | $10M | 124.3K | Q1 2026OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 2.56% | $59M | 750.9K | Q1 2026OLDER |
| Andrews Advisory Associates, LLC$190M AUM | 2.43% | $5M | 58.4K | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 2.42% | $6M | 81.4K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 2.28% | $5M | 68.6K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 2.16% | $20M | 247.4K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 2.10% | $5M | 57.9K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 1.99% | $10M | 131.9K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 1.96% | $12M | 132.3K | Q2 2026 |
| Red Mountain Financial, LLC$106M AUM | 1.96% | $2M | 26.3K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 1.95% | $6M | 67.8K | Q2 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 1.89% | $110M | 1.39M | Q1 2026OLDER |
| LANE BROTHERS & CO INC$137M AUM | 1.88% | $3M | 32.7K | Q1 2026OLDER |
| TKG Advisors, LLC$242M AUM | 1.88% | $5M | 57.6K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 1.87% | $32M | 398.4K | Q1 2026OLDER |
| Orca Investment Management, LLC$118M AUM | 1.86% | $2M | 27.6K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 1.85% | $5M | 61.5K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 1.82% | $28M | 304.0K | Q2 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 1.75% | $8M | 96.5K | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 1.70% | $11M | 145.4K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 1.69% | $16M | 202.8K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 1.65% | $2M | 21.1K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 1.61% | $29M | 363.5K | Q1 2026OLDER |
| Strategic Financial Planning, Inc.$171M AUM | 1.56% | $3M | 33.3K | Q4 2025OLDER |
| IAG Wealth Partners, LLC$896M AUM | 1.56% | $14M | 176.7K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 1.54% | $5M | 59.6K | Q1 2026OLDER |
| Compass Financial Group, Inc.$222M AUM | 1.53% | $3M | 42.9K | Q1 2026OLDER |
| Portfolio Strategies, Inc.$811M AUM | 1.52% | $12M | 155.2K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 1.48% | $13M | 142.8K | Q2 2026 |
| GM Advisory Group, LLC$2.6B AUM | 1.47% | $38M | 482.3K | Q1 2026OLDER |
| SEMITAM BONAM LLC$122M AUM | 1.40% | $2M | 21.7K | Q1 2026OLDER |
| Jacksonville Wealth Management, LLC$148M AUM | 1.40% | $2M | 26.2K | Q1 2026OLDER |
| Bensler, LLC$969M AUM | 1.39% | $13M | 170.7K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 1.38% | $25M | 314.8K | Q1 2026OLDER |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 1.36% | $5M | 66.6K | Q1 2026OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 1.33% | $2M | 25.4K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 1.23% | $29M | 371.0K | Q1 2026OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 1.22% | $22M | 273.8K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 1.21% | $2M | 20.8K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 1.20% | $4M | 55.1K | Q1 2026OLDER |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 1.17% | $10M | 128.9K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 1.15% | $5M | 62.7K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 1.15% | $3M | 32.0K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 1.15% | $245M | 3.09M | Q1 2026OLDER |
| Climber Capital SA$153M AUM | 1.12% | $2M | 21.6K | Q1 2026OLDER |
| FMA Wealth Management, LLC$156M AUM | 1.10% | $2M | 19.0K | Q2 2026 |
| Bawa N Mallick Trust$244M AUM | 1.08% | $3M | 33.4K | Q1 2026OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 1.07% | $4M | 49.1K | Q1 2026OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 1.07% | $7M | 85.1K | Q1 2026OLDER |
| Belleair Asset Management, LLC$110M AUM | 1.06% | $1M | 14.7K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 1.06% | $11M | 123.4K | Q2 2026 |
| Altus Wealth Group LLC$244M AUM | 1.05% | $3M | 32.5K | Q1 2026OLDER |
| Austin Wealth Management, LLC$440M AUM | 1.05% | $5M | 57.6K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 1.03% | $11M | 144.3K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 1.02% | $6M | 76.1K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 1.02% | $13M | 160.2K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 1.02% | $4M | 51.7K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 1.01% | $14M | 171.4K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 1.00% | $26M | 326.1K | Q1 2026OLDER |
| Cannon Financial Strategists, Inc.$761M AUM | 1.00% | $8M | 96.3K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 1.00% | $6M | 74.1K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 1.00% | $10M | 126.7K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.94% | $1M | 15.0K | Q1 2026OLDER |
| Solano Wealth Investment Advisors LLC$201M AUM | 0.93% | $2M | 23.5K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.92% | $3M | 34.9K | Q1 2026OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 0.89% | $1M | 19.0K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.88% | $13M | 160.5K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.88% | $430M | 5.44M | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.87% | $70M | 495.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.85% | $37M | 465.5K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.85% | $4M | 49.5K | Q1 2026OLDER |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 0.85% | $2M | 19.0K | Q4 2025OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.83% | $1M | 15.9K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.80% | $20M | 247.4K | Q1 2026OLDER |
| ISTHMUS PARTNERS, LLC$953M AUM | 0.79% | $8M | 95.1K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 0.78% | $874,524 | 11.1K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 0.78% | $4M | 44.3K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.77% | $22M | 283.3K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.77% | $71M | 903.1K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 0.76% | $2M | 19.4K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.70% | $5M | 61.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.70% | $265M | 3.35M | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 0.68% | $6M | 78.2K | Q4 2025OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.67% | $2M | 18.0K | Q2 2026 |
| SigFig Wealth Management, LLC$3.8B AUM | 0.67% | $25M | 281.6K | Q2 2026 |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.66% | $1M | 15.3K | Q1 2026OLDER |
| Praetorian Wealth Management, Inc.$580M AUM | 0.66% | $4M | 41.9K | Q2 2026 |
| Sharper & Granite LLC$293M AUM | 0.64% | $2M | 23.6K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.63% | $5M | 63.1K | Q1 2026OLDER |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.63% | $5M | 57.4K | Q1 2026OLDER |
| Ridgeline Wealth Planning, LLC$137M AUM | 0.63% | $860,094 | 10.9K | Q1 2026OLDER |
| Wrenne Financial Planning LLC$255M AUM | 0.61% | $2M | 19.8K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.61% | $3M | 34.9K | Q1 2026OLDER |
| Equita Financial Network, Inc.$318M AUM | 0.60% | $2M | 24.2K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.60% | $51M | 649.3K | Q1 2026OLDER |
| Keystone Financial Group, Inc.$192M AUM | 0.59% | $1M | 14.3K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.58% | $2M | 19.5K | Q3 2025OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.57% | $1M | 16.5K | Q2 2026 |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 0.56% | $5M | 62.6K | Q1 2026OLDER |
| Gibson Wealth Advisors LLC$149M AUM | 0.56% | $830,130 | 10.5K | Q1 2026OLDER |
| Emprise Bank$271M AUM | 0.54% | $1M | 16.2K | Q2 2026 |
| Stirlingshire Investments, Inc.$114M AUM | 0.54% | $611,788 | 7.7K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.52% | $2M | 20.4K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.52% | $2M | 29.5K | Q1 2026OLDER |
| Financial Solutions Advisory Group, Inc.$723M AUM | 0.51% | $4M | 46.9K | Q2 2026 |
| TFB Advisors LLC$191M AUM | 0.51% | $976,312 | 12.3K | Q1 2026OLDER |
| Seaside Wealth Management, Inc.$356M AUM | 0.51% | $2M | 22.8K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.51% | $44M | 562.5K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.50% | $37M | 462.5K | Q1 2026OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 0.50% | $2M | 31.0K | Q1 2026OLDER |
| Flagstone Financial Management$403M AUM | 0.49% | $2M | 25.0K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.49% | $3M | 34.4K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 0.48% | $490,172 | 6.2K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.48% | $229M | 2.90M | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.48% | $4M | 45.6K | Q1 2026OLDER |
| MJP ASSOCIATES INC /ADV$824M AUM | 0.47% | $4M | 49.1K | Q1 2026OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 0.47% | $2M | 24.8K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.47% | $444,258 | 5.6K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.47% | $2M | 20.7K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.46% | $25M | 318.2K | Q1 2026OLDER |
| CogentBlue Wealth Advisors, LLC$149M AUM | 0.46% | $685,156 | 8.7K | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 0.44% | $11M | 137.5K | Q1 2026OLDER |
| Graetz Wealth LLC$112M AUM | 0.43% | $484,922 | 6.1K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.43% | $2M | 30.4K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.42% | $2M | 20.8K | Q2 2026 |
| VCI Wealth Management LLC$361M AUM | 0.41% | $1M | 16.8K | Q3 2025OLDER |
| CGN Advisors LLC$1.4B AUM | 0.40% | $5M | 60.4K | Q2 2026 |
| Laraway Financial Advisors Inc$142M AUM | 0.40% | $569,039 | 7.2K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.40% | $15M | 188.3K | Q1 2026OLDER |
| Morling Financial Advisors, LLC$325M AUM | 0.39% | $1M | 16.2K | Q1 2026OLDER |
| Lumbard & Kellner, LLC$289M AUM | 0.39% | $1M | 14.3K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.39% | $770,182 | 9.7K | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 0.39% | $6M | 78.5K | Q1 2026OLDER |
| JERICHO FINANCIAL, LLP$159M AUM | 0.39% | $610,636 | 7.7K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.38% | $10M | 127.9K | Q2 2026 |
| Leeward Financial Partners, LLC$336M AUM | 0.38% | $1M | 16.3K | Q1 2026OLDER |
| Stone Wealth Partners$111M AUM | 0.38% | $425,185 | 5.4K | Q1 2026OLDER |
| Decker Wealth Management LLC$456M AUM | 0.38% | $2M | 21.0K | Q1 2026OLDER |
| SpringVest Wealth Management LLC$146M AUM | 0.38% | $549,151 | 6.9K | Q1 2026OLDER |
| Astoria Strategic Wealth, Inc.$394M AUM | 0.37% | $1M | 18.3K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.36% | $2M | 30.0K | Q1 2026OLDER |
| Darrow Company, Inc.$222M AUM | 0.36% | $805,749 | 10.2K | Q1 2026OLDER |
| Slagle Financial, LLC$303M AUM | 0.36% | $1M | 13.7K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.36% | $20M | 248.6K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.36% | $3M | 37.5K | Q1 2026OLDER |
| Constant Guidance Financial LLC$145M AUM | 0.36% | $515,550 | 6.5K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.36% | $19M | 240.4K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.36% | $1M | 13.3K | Q1 2026OLDER |
| Auxano Advisors, LLC$501M AUM | 0.35% | $2M | 22.5K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.35% | $15M | 188.3K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.35% | $757,474 | 9.6K | Q1 2026OLDER |
| Oakwell Private Wealth Management, LLC$560M AUM | 0.35% | $2M | 24.6K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.34% | $85M | 1.07M | Q1 2026OLDER |
| Friday Financial$373M AUM | 0.34% | $1M | 14.1K | Q2 2026 |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.33% | $1M | 14.2K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.33% | $3M | 40.7K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.33% | $2M | 27.5K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.33% | $614,000 | 7.8K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.33% | $1M | 17.9K | Q1 2026OLDER |
| LJI Wealth Management, LLC$626M AUM | 0.32% | $2M | 25.6K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.32% | $4M | 51.2K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.32% | $966,904 | 12.2K | Q1 2026OLDER |
| Partnership Wealth Management, LLC$131M AUM | 0.32% | $421,315 | 5.3K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.32% | $18M | 224.8K | Q2 2026 |
| Broderick Brian C$542M AUM | 0.31% | $2M | 21.6K | Q1 2026OLDER |
| Sherman Wealth Management LLC$133M AUM | 0.31% | $407,038 | 4.5K | Q2 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.30% | $55M | 690.2K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.30% | $4M | 47.3K | Q1 2026OLDER |
| MBE Wealth Management, LLC$241M AUM | 0.29% | $699,215 | 8.8K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.29% | $2M | 25.0K | Q1 2026OLDER |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 0.29% | $1M | 15.3K | Q2 2026 |
| Alliance Wealth Management Group$457M AUM | 0.29% | $1M | 16.5K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.28% | $4M | 49.5K | Q1 2026OLDER |
| Post Resch Tallon Group Inc.$145M AUM | 0.28% | $408,737 | 4.5K | Q2 2026 |
| Ridgeline Wealth, LLC$171M AUM | 0.28% | $481,365 | 5.3K | Q2 2026 |
| Crew Capital Management, Ltd$151M AUM | 0.28% | $417,990 | 5.3K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 0.28% | $2M | 25.5K | Q2 2026 |
| Squire Investment Management Company, LLC$360M AUM | 0.27% | $988,724 | 12.5K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.27% | $6M | 79.0K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 0.27% | $495,971 | 6.3K | Q1 2026OLDER |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 0.27% | $580,347 | 7.3K | Q1 2026OLDER |
| MATAURO, LLC$692M AUM | 0.27% | $2M | 23.6K | Q1 2026OLDER |
| Paulson Wealth Management Inc.$427M AUM | 0.27% | $1M | 14.4K | Q1 2026OLDER |
| Peirce Capital Management, LLC$256M AUM | 0.27% | $680,390 | 8.6K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 0.26% | $1M | 13.8K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.26% | $2M | 25.5K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.25% | $379,488 | 4.8K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.25% | $1M | 16.7K | Q1 2026OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.25% | $3M | 33.0K | Q1 2026OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 0.25% | $678,651 | 8.6K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.25% | $14M | 181.6K | Q1 2026OLDER |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 0.25% | $3M | 34.3K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.25% | $7M | 105.0K | Q1 2026OLDER |
| Echo Wealth Management, LLC$174M AUM | 0.24% | $424,236 | 5.4K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.24% | $24M | 305.8K | Q1 2026OLDER |
| Towercrest Capital Management$642M AUM | 0.24% | $2M | 19.7K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.24% | $37M | 449.4K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.24% | $9M | 99.5K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.24% | $4M | 53.0K | Q1 2026OLDER |
| Prentice Wealth Management LLC$443M AUM | 0.23% | $1M | 13.1K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.23% | $16M | 205.3K | Q1 2026OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.23% | $285,565 | 3.6K | Q1 2026OLDER |
| Gambit Capital Management, LLC$145M AUM | 0.23% | $321,668 | 3.9K | Q4 2025OLDER |
| One Wealth Map LLC$213M AUM | 0.23% | $489,251 | 5.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.23% | $112M | 1.41M | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.23% | $761,163 | 9.6K | Q1 2026OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 0.23% | $615,640 | 7.8K | Q1 2026OLDER |
| TLWM$615M AUM | 0.23% | $1M | 15.3K | Q2 2026 |
| Bernardo Wealth Planning LLC$511M AUM | 0.22% | $1M | 14.4K | Q1 2026OLDER |
| OLIO Financial Planning$361M AUM | 0.22% | $801,827 | 10.1K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.22% | $326M | 4.13M | Q1 2026OLDER |
| Armbruster Capital Management, Inc.$610M AUM | 0.22% | $1M | 17.0K | Q1 2026OLDER |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 0.22% | $447,321 | 5.7K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.22% | $3M | 39.1K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.22% | $1M | 18.7K | Q1 2026OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 0.22% | $5M | 62.5K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.21% | $2M | 24.9K | Q2 2026 |
| Legacy Advisory Services, LLC$131M AUM | 0.21% | $280,585 | 3.5K | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 0.21% | $925,624 | 11.7K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.21% | $2M | 29.5K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.21% | $3M | 31.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.20% | $12M | 139.4K | Q4 2025OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.20% | $312,605 | 3.7K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.20% | $248,802 | 3.1K | Q1 2026OLDER |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 0.20% | $625,760 | 7.9K | Q1 2026OLDER |
| Broadway Wealth Solutions, Inc.$193M AUM | 0.20% | $371,954 | 4.5K | Q4 2025OLDER |
| Peterson Wealth Advisors, LLC$752M AUM | 0.20% | $1M | 18.6K | Q1 2026OLDER |
| Sunburst Financial Group, LLC$617M AUM | 0.19% | $1M | 13.2K | Q2 2026 |
| HBE Wealth Management, LLC$115M AUM | 0.19% | $221,368 | 2.8K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.19% | $2M | 21.3K | Q1 2026OLDER |
| Amicus Financial Advisors, LLC$363M AUM | 0.19% | $696,598 | 8.8K | Q1 2026OLDER |
| WASHBURN CAPITAL MANAGEMENT, INC.$172M AUM | 0.19% | $330,076 | 4.2K | Q1 2026OLDER |
| BANK OF HAWAII$1.9B AUM | 0.19% | $4M | 46.0K | Q1 2026OLDER |
| BCK Partners, Inc.$185M AUM | 0.19% | $353,082 | 4.5K | Q1 2026OLDER |
| ARTHUR M. COHEN & ASSOCIATES, LLC$563M AUM | 0.19% | $1M | 13.4K | Q1 2026OLDER |
| Gross & Hartman Investments LLC$192M AUM | 0.19% | $364,275 | 4.6K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.19% | $386,467 | 4.9K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.18% | $457,995 | 5.8K | Q1 2026OLDER |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM | 0.18% | $216,223 | 2.7K | Q3 2025OLDER |
| Brewster Financial Planning LLC$165M AUM | 0.18% | $302,089 | 3.8K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 0.18% | $429,375 | 5.4K | Q1 2026OLDER |
| Attessa Capital LLC$223M AUM | 0.18% | $401,564 | 4.4K | Q2 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.18% | $1M | 15.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.18% | $672M | 8.50M | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.18% | $420,728 | 5.3K | Q1 2026OLDER |
| Blue Edge Capital, LLC$753M AUM | 0.18% | $1M | 16.7K | Q2 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.17% | $5M | 69.1K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 0.17% | $757,673 | 9.6K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.17% | $700,213 | 8.9K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 0.17% | $291,126 | 3.7K | Q1 2026OLDER |
| SFMG, LLC$1.5B AUM | 0.17% | $2M | 31.4K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.17% | $501,264 | 6.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.17% | $114M | 1.44M | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.17% | $1M | 16.4K | Q1 2026OLDER |
| PARAGON FINANCIAL PARTNERS, INC.$177M AUM | 0.17% | $292,166 | 3.5K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.16% | $790,397 | 10.0K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.16% | $246,589 | 3.1K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.16% | $2M | 28.6K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.16% | $22M | 274.5K | Q1 2026OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 0.16% | $642,809 | 7.1K | Q2 2026 |
| Hoese & Co LLP$135M AUM | 0.16% | $215,122 | 2.7K | Q1 2026OLDER |
| 6th Street Advisors, LLC$159M AUM | 0.16% | $253,545 | 3.2K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.16% | $432,668 | 5.5K | Q1 2026OLDER |
| GSG Advisors LLC$385M AUM | 0.16% | $608,449 | 7.7K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.15% | $6M | 82.2K | Q1 2026OLDER |
| RFG HOLDINGS, INC.$397M AUM | 0.15% | $608,999 | 7.7K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.15% | $296,317 | 3.7K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 0.15% | $789,335 | 10.0K | Q1 2026OLDER |
| Atala Financial Inc$149M AUM | 0.15% | $235,237 | 1.7K | Q4 2025OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.15% | $770,529 | 9.7K | Q1 2026OLDER |
| Vigilare Wealth Management$326M AUM | 0.15% | $481,380 | 5.3K | Q2 2026 |
| Stonebrook Private Inc.$470M AUM | 0.15% | $690,013 | 8.7K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.15% | $423,844 | 5.4K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.15% | $6M | 74.7K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.15% | $7M | 85.9K | Q1 2026OLDER |
| Kaufman Rossin Wealth, LLC$174M AUM | 0.14% | $251,174 | 3.2K | Q1 2026OLDER |
| Sherman Asset Management, Inc.$109M AUM | 0.14% | $155,985 | 2.0K | Q1 2026OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.14% | $447,303 | 5.7K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.14% | $5M | 59.2K | Q2 2026 |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.14% | $885,946 | 11.2K | Q1 2026OLDER |
| Manhattan West Asset Management, LLC$511M AUM | 0.14% | $708,852 | 9.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.14% | $2M | 19.6K | Q1 2026OLDER |
| Telos Capital Management, Inc.$1.0B AUM | 0.13% | $1M | 17.8K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 0.13% | $649,241 | 8.2K | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.13% | $321,300 | 4.1K | Q1 2026OLDER |
| Colonial River Investments, LLC$279M AUM | 0.13% | $365,188 | 4.6K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.13% | $2M | 21.2K | Q1 2026OLDER |
| Fortress Wealth Management, Inc.$225M AUM | 0.13% | $289,695 | 3.6K | Q3 2025OLDER |
| Orin Green Financial, LLC$244M AUM | 0.13% | $309,362 | 3.9K | Q1 2026OLDER |
| Financial Plan, Inc.$933M AUM | 0.13% | $1M | 15.0K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.13% | $404,945 | 5.1K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.13% | $5M | 68.1K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.12% | $14M | 173.1K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.12% | $2M | 29.0K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.12% | $285,512 | 3.6K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.12% | $146,830 | 1.9K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.12% | $14M | 180.3K | Q1 2026OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.12% | $336,084 | 4.3K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.12% | $3M | 39.7K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.12% | $354,928 | 4.5K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.12% | $531,485 | 5.9K | Q2 2026 |
| McNaughton Wealth Management, LLC$282M AUM | 0.12% | $325,601 | 3.6K | Q2 2026 |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.12% | $1M | 17.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.11% | $12M | 152.1K | Q1 2026OLDER |
| Trevian Wealth Management LLC$203M AUM | 0.11% | $231,409 | 2.9K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.11% | $2M | 25.8K | Q1 2026OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.11% | $7M | 84.9K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.11% | $1M | 17.6K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.11% | $203,363 | 2.5K | Q4 2025OLDER |
| Copia Wealth Management$146M AUM | 0.11% | $158,515 | 2.0K | Q1 2026OLDER |
| Crumly & Associates Inc.$522M AUM | 0.11% | $561,609 | 6.2K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.11% | $3M | 34.7K | Q1 2026OLDER |
| AVISO WEALTH MANAGEMENT$222M AUM | 0.11% | $243,563 | 3.0K | Q3 2025OLDER |
| Buska Wealth Management, LLC$249M AUM | 0.10% | $259,159 | 3.3K | Q1 2026OLDER |
| Wiser Wealth Management, Inc$464M AUM | 0.10% | $482,187 | 6.1K | Q1 2026OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 0.10% | $242,735 | 2.9K | Q4 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.10% | $2M | 23.3K | Q1 2026OLDER |
| Fusion Capital, LLC$371M AUM | 0.10% | $372,399 | 4.7K | Q1 2026OLDER |
| Adams Wealth Management$455M AUM | 0.10% | $453,014 | 5.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.10% | $7M | 93.4K | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 0.10% | $290,000 | 3.7K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.10% | $1M | 12.7K | Q1 2026OLDER |
| Longview Financial Advisors LLC$184M AUM | 0.10% | $177,016 | 2.2K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.10% | $931,643 | 11.8K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 0.10% | $857,089 | 10.8K | Q1 2026OLDER |
| Core Wealth Management, Inc.$326M AUM | 0.09% | $308,808 | 3.9K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$386M AUM | 0.09% | $364,860 | 4.6K | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 0.09% | $206,697 | 2.6K | Q1 2026OLDER |
| Seven Springs Wealth Group, LLC$432M AUM | 0.09% | $402,494 | 5.1K | Q1 2026OLDER |
| QUARRY HILL ADVISORS, LLC$243M AUM | 0.09% | $219,634 | 2.5K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.09% | $389,648 | 4.7K | Q4 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.09% | $1M | 19.0K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.09% | $500,529 | 6.3K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.09% | $216,153 | 2.7K | Q3 2025OLDER |
| Goodman Financial Corp$582M AUM | 0.08% | $487,844 | 6.2K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.08% | $463,529 | 5.9K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.08% | $59M | 743.0K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.08% | $841,738 | 10.1K | Q4 2025OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 0.08% | $963,795 | 12.2K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.08% | $783,756 | 9.9K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.08% | $1M | 14.6K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.08% | $127,446 | 1.6K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.08% | $260,937 | 3.3K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.08% | $2M | 19.7K | Q2 2026 |
| Summit Financial Strategies, Inc.$1.3B AUM | 0.08% | $964,611 | 12.2K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.08% | $373,005 | 4.7K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.08% | $231,883 | 2.9K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.07% | $3M | 33.5K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.07% | $889,425 | 11.3K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.07% | $2M | 20.8K | Q2 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.07% | $2M | 19.9K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.07% | $143,099 | 1.8K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.07% | $645,891 | 8.2K | Q1 2026OLDER |
| Advance Capital Management, Inc.$2.6B AUM | 0.07% | $2M | 24.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.07% | $5M | 58.7K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.07% | $6M | 80.9K | Q1 2026OLDER |
| GERMAN AMERICAN BANCORP, INC.$1.2B AUM | 0.07% | $832,106 | 10.5K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.07% | $515,471 | 6.5K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.07% | $4M | 43.8K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.07% | $1M | 16.7K | Q1 2026OLDER |
| Legacy Wealth Management, LLC / MS$390M AUM | 0.07% | $270,736 | 3.0K | Q2 2026 |
| Glassman Wealth Services$736M AUM | 0.07% | $508,356 | 6.4K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 0.07% | $481,373 | 6.1K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.07% | $765,696 | 9.7K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.07% | $1M | 17.8K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.07% | $4M | 51.7K | Q1 2026OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 0.07% | $4M | 52.6K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.06% | $765,450 | 8.4K | Q2 2026 |
| Luminvest Wealth Management LLC$382M AUM | 0.06% | $245,956 | 3.1K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.06% | $775,975 | 9.8K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.06% | $568,758 | 7.2K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.06% | $70,601 | 893 | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.06% | $9M | 110.2K | Q1 2026OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.06% | $348,034 | 4.4K | Q1 2026OLDER |
| CAPITAL & PLANNING, LLC$165M AUM | 0.06% | $96,369 | 1.2K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.06% | $1M | 15.7K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.06% | $2M | 23.1K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.06% | $491,516 | 6.2K | Q1 2026OLDER |
| Richard P Slaughter Associates Inc$463M AUM | 0.06% | $258,105 | 3.3K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 0.06% | $278,700 | 3.5K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.06% | $805,741 | 10.2K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.05% | $101,412 | 1.3K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.05% | $2M | 26.5K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.05% | $1M | 18.7K | Q1 2026OLDER |
| Parisi Gray Wealth Management$487M AUM | 0.05% | $258,437 | 2.8K | Q2 2026 |
| Balboa Wealth Partners$596M AUM | 0.05% | $316,240 | 4.0K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.05% | $386,198 | 4.4K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 0.05% | $215,739 | 2.7K | Q3 2025OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.05% | $370,633 | 4.7K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.05% | $723,938 | 9.2K | Q1 2026OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.05% | $214,727 | 2.7K | Q1 2026OLDER |
| Intelligence Driven Advisers, LLC$574M AUM | 0.05% | $279,872 | 3.5K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.05% | $1M | 14.8K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.05% | $771,588 | 9.8K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.05% | $299,522 | 3.8K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.05% | $8M | 97.7K | Q1 2026OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 0.05% | $327,549 | 4.1K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.05% | $2M | 23.9K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.05% | $296,720 | 3.6K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.05% | $119,143 | 1.5K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.04% | $558,164 | 7.1K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.04% | $973,405 | 12.3K | Q1 2026OLDER |
| SMI Advisory Services, LLC$617M AUM | 0.04% | $263,775 | 2.9K | Q2 2026 |
| GenTrust, LLC$2.3B AUM | 0.04% | $993,152 | 12.6K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.04% | $1M | 14.5K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.04% | $290,970 | 3.5K | Q4 2025OLDER |
| Johnson Bixby & Associates, LLC$806M AUM | 0.04% | $333,852 | 4.2K | Q1 2026OLDER |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 0.04% | $86,571 | 1.1K | Q1 2026OLDER |
| MAYPORT, LLC$538M AUM | 0.04% | $217,020 | 2.7K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.04% | $4M | 51.5K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.04% | $2M | 27.6K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 0.04% | $239,315 | 3.0K | Q1 2026OLDER |
| SNS Financial Group, LLC$1.2B AUM | 0.04% | $442,895 | 5.6K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.04% | $681,667 | 8.6K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.04% | $315,538 | 3.8K | Q1 2026OLDER |
| Compass Financial Services Inc$231M AUM | 0.04% | $86,745 | 1.1K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.04% | $35M | 443.4K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.04% | $12M | 153.5K | Q1 2026OLDER |
| Timmons Wealth Management, LLC$106M AUM | 0.04% | $38,515 | 487 | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.04% | $87,441 | 1.1K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.04% | $2M | 25.0K | Q4 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.04% | $577,131 | 7.3K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.04% | $284,321 | 3.6K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.04% | $4M | 56.1K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 0.04% | $271,887 | 3.4K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.04% | $32M | 399.7K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.03% | $46,455 | 3 | Q3 2025OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.03% | $400,044 | 5.1K | Q1 2026OLDER |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 0.03% | $220,419 | 2.8K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.03% | $165,562 | 2.1K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 0.03% | $219,471 | 2.8K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.03% | $1M | 16.5K | Q1 2026OLDER |
| First National Advisers, LLC$683M AUM | 0.03% | $228,885 | 2.8K | Q3 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 16.9K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.03% | $2M | 20.6K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.03% | $2M | 27.7K | Q1 2026OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.03% | $285,094 | 3.6K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.