SPDR SERIES TRUST
CUSIP 78464A847
Spdr Series Trust has 802 institutional holders in Filings Flow’s 13F database, together reporting 242.51M shares worth $13.1B as of Q1 2026. The largest reported holders are Creative Planning, Lpl Financial LLC, and Morgan Stanley.
Institutional Holders
802
Q1 2026
Reported Value
$13.1B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Marathon Strategic Advisors, LLC$139M AUM | 13.91% | $19M | 326.7K | Q1 2026OLDER |
| MASON STREET ADVISORS, LLC$1.0B AUM | 9.04% | $92M | 1.56M | Q1 2026OLDER |
| Atlas Private Wealth Advisors$425M AUM | 7.67% | $33M | 550.2K | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 7.26% | $42M | 717.2K | Q1 2026OLDER |
| My Portfolio Guide, LLC$181M AUM | 6.49% | $12M | 198.1K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 6.42% | $18M | 315.3K | Q3 2025OLDER |
| RESTON WEALTH MANAGEMENT LLC$326M AUM | 6.21% | $20M | 342.1K | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 6.02% | $13M | 222.4K | Q1 2026OLDER |
| New Perspectives, Inc$289M AUM | 6.00% | $17M | 292.4K | Q1 2026OLDER |
| Peterson Wealth Advisors, LLC$752M AUM | 5.76% | $43M | 730.8K | Q1 2026OLDER |
| Montz Harcus Wealth Management LLC$248M AUM | 5.74% | $14M | 240.1K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 5.67% | $17M | 294.6K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 5.55% | $48M | 814.4K | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 5.28% | $63M | 1.06M | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 5.08% | $427M | 7.22M | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 4.86% | $12M | 188.2K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 4.76% | $10M | 175.1K | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 4.73% | $38M | 646.5K | Q1 2026OLDER |
| Financial Strategies Group, Inc.$598M AUM | 4.59% | $27M | 429.9K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 4.34% | $35M | 590.3K | Q1 2026OLDER |
| TPG Financial Advisors, LLC$307M AUM | 4.25% | $13M | 220.9K | Q1 2026OLDER |
| TSG Advice Partners, LLC$667M AUM | 4.22% | $28M | 476.1K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 4.20% | $50M | 851.3K | Q1 2026OLDER |
| AF Advisors, Inc.$181M AUM | 4.19% | $8M | 128.0K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 4.17% | $10M | 7.8K | Q1 2026OLDER |
| WRAPMANAGER INC$288M AUM | 4.15% | $12M | 201.8K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 3.99% | $54M | 916.2K | Q1 2026OLDER |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 3.91% | $8M | 136.6K | Q1 2026OLDER |
| WEALTH MANAGEMENT RESOURCES, INC.$287M AUM | 3.89% | $11M | 188.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 3.88% | $5.7B | 96.64M | Q1 2026OLDER |
| Private Wealth Group, LLC$259M AUM | 3.79% | $10M | 145.2K | Q2 2026 |
| Millington Financial Advisors, LLC$237M AUM | 3.76% | $9M | 139.7K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 3.71% | $23M | 406.1K | Q3 2025OLDER |
| Hills Bank & Trust Co$2.1B AUM | 3.70% | $77M | 1.29M | Q1 2026OLDER |
| Benchmark Financial, LLC$111M AUM | 3.69% | $4M | 69.4K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 3.64% | $167M | 2.82M | Q1 2026OLDER |
| Jacksonville Wealth Management, LLC$148M AUM | 3.63% | $5M | 90.8K | Q1 2026OLDER |
| RKL Wealth Management LLC$1.1B AUM | 3.62% | $40M | 679.4K | Q1 2026OLDER |
| ArborFi Advisors, LLC$122M AUM | 3.55% | $4M | 73.5K | Q1 2026OLDER |
| Lumbard & Kellner, LLC$289M AUM | 3.54% | $10M | 172.6K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 3.53% | $48M | 807.6K | Q1 2026OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 3.52% | $14M | 238.5K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 3.38% | $4M | 59.0K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 3.31% | $66M | 1.12M | Q1 2026OLDER |
| RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM | 3.27% | $11M | 193.0K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 3.16% | $24M | 404.2K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 3.15% | $18M | 299.3K | Q1 2026OLDER |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 3.07% | $6M | 105.0K | Q1 2026OLDER |
| Ellenbecker Investment Group$743M AUM | 3.04% | $23M | 381.7K | Q1 2026OLDER |
| ABOUND FINANCIAL, LLC$229M AUM | 3.03% | $7M | 117.3K | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 2.90% | $12M | 204.6K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 2.88% | $45M | 756.8K | Q1 2026OLDER |
| Post Resch Tallon Group Inc.$145M AUM | 2.83% | $4M | 60.6K | Q2 2026 |
| Crews Bank & Trust$690M AUM | 2.82% | $19M | 328.1K | Q1 2026OLDER |
| Windsor Capital Management, LLC$385M AUM | 2.76% | $11M | 157.4K | Q2 2026 |
| Stewardship Advisors, LLC$435M AUM | 2.70% | $12M | 198.5K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 2.65% | $153M | 2.58M | Q1 2026OLDER |
| Aspetuck Financial Management LLC$146M AUM | 2.58% | $4M | 63.6K | Q1 2026OLDER |
| Warren Street Wealth Advisors, LLC$393M AUM | 2.54% | $10M | 168.6K | Q1 2026OLDER |
| Tandem Investment Partners LLC$118M AUM | 2.52% | $3M | 50.2K | Q1 2026OLDER |
| Hancock Prospecting Pty Ltd$3.3B AUM | 2.51% | $84M | 1.41M | Q1 2026OLDER |
| Kagan Cocozza Asset Management$142M AUM | 2.41% | $3M | 57.9K | Q1 2026OLDER |
| Pachira Investments Inc.$214M AUM | 2.34% | $5M | 84.4K | Q1 2026OLDER |
| 21 West Wealth Management LLC$108M AUM | 2.33% | $3M | 42.4K | Q1 2026OLDER |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 2.32% | $7M | 121.1K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 2.17% | $20M | 331.2K | Q1 2026OLDER |
| HANSEATIC MANAGEMENT SERVICES INC$104M AUM | 2.15% | $2M | 37.9K | Q1 2026OLDER |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 2.11% | $10M | 151.4K | Q2 2026 |
| ODonnell Financial Services, LLC$290M AUM | 2.10% | $6M | 103.0K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 2.07% | $22M | 364.9K | Q1 2026OLDER |
| SEMITAM BONAM LLC$122M AUM | 2.04% | $2M | 42.2K | Q1 2026OLDER |
| PECAUT & CO.$308M AUM | 2.04% | $6M | 106.0K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 2.01% | $9M | 146.1K | Q1 2026OLDER |
| Shum Financial Group, Inc.$141M AUM | 1.99% | $3M | 47.6K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 1.93% | $5M | 88.3K | Q1 2026OLDER |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 1.89% | $28M | 470.0K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 1.88% | $2M | 38.4K | Q2 2026 |
| TILIA FIDUCIARY PARTNERS, INC.$182M AUM | 1.83% | $3M | 56.3K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 1.78% | $4M | 62.8K | Q1 2026OLDER |
| FORONJY FINANCIAL LLC$241M AUM | 1.74% | $4M | 70.6K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 1.71% | $11M | 179.3K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 1.66% | $18M | 295.8K | Q1 2026OLDER |
| Auto-Owners Insurance Co$4.8B AUM | 1.65% | $79M | 1.33M | Q1 2026OLDER |
| Farrow Financial, Inc.$176M AUM | 1.61% | $3M | 48.6K | Q3 2025OLDER |
| Midwest Financial Network, LLC$146M AUM | 1.59% | $2M | 34.5K | Q2 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 1.58% | $83M | 1.23M | Q2 2026 |
| Destiny Capital Corp/CO$188M AUM | 1.55% | $3M | 49.2K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 1.55% | $5M | 78.7K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 1.54% | $7M | 107.1K | Q2 2026 |
| IAG Wealth Partners, LLC$896M AUM | 1.52% | $14M | 229.7K | Q1 2026OLDER |
| Hibernia Wealth Partners, LLC$338M AUM | 1.51% | $5M | 86.4K | Q1 2026OLDER |
| LANDMARK WEALTH MANAGEMENT, INC.$265M AUM | 1.46% | $4M | 65.5K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 1.46% | $2M | 31.1K | Q3 2025OLDER |
| Cascade Financial Partners, LLC$970M AUM | 1.45% | $14M | 237.9K | Q1 2026OLDER |
| Bensler, LLC$969M AUM | 1.44% | $14M | 236.2K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 1.40% | $3M | 50.0K | Q2 2026 |
| G&S Capital LLC$285M AUM | 1.33% | $4M | 63.7K | Q1 2026OLDER |
| TRUEFG, LLC$377M AUM | 1.31% | $5M | 83.5K | Q1 2026OLDER |
| RAINIER FAMILY WEALTH INC$149M AUM | 1.24% | $2M | 31.2K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 1.24% | $23M | 386.1K | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 1.23% | $10M | 162.0K | Q1 2026OLDER |
| BLUE JEAN FINANCIAL LLC$121M AUM | 1.23% | $1M | 25.3K | Q1 2026OLDER |
| Luken Investment Analytics, LLC$261M AUM | 1.23% | $3M | 54.4K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 1.21% | $9M | 147.3K | Q1 2026OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 1.19% | $8M | 130.6K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 1.18% | $5M | 89.3K | Q1 2026OLDER |
| TEXAS PERMANENT SCHOOL FUND CORP$2.7B AUM | 1.14% | $31M | 521.4K | Q1 2026OLDER |
| POWER WEALTH MANAGEMENT LLC$269M AUM | 1.13% | $3M | 51.4K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 1.11% | $3M | 54.3K | Q1 2026OLDER |
| Addison Capital Co$562M AUM | 1.08% | $6M | 103.0K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 1.08% | $4M | 73.7K | Q1 2026OLDER |
| Carroll Advisory Group, LLC$258M AUM | 1.07% | $3M | 46.6K | Q1 2026OLDER |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 1.02% | $1M | 18.1K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 1.02% | $2M | 31.5K | Q1 2026OLDER |
| Delta Wealth Advisors LLC$131M AUM | 1.00% | $1M | 22.2K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.99% | $25M | 422.1K | Q1 2026OLDER |
| First International Bank & Trust$288M AUM | 0.97% | $3M | 48.9K | Q3 2025OLDER |
| Range Financial Group LLC$298M AUM | 0.96% | $3M | 48.4K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.95% | $13M | 211.9K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.94% | $30M | 499.4K | Q1 2026OLDER |
| Downshift Financial, LLC$193M AUM | 0.93% | $2M | 28.3K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.91% | $108M | 1.88M | Q3 2025OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.90% | $5M | 84.1K | Q1 2026OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.90% | $4M | 70.3K | Q1 2026OLDER |
| Aldebaran Financial Inc.$105M AUM | 0.87% | $910,922 | 15.4K | Q1 2026OLDER |
| Manhattan West Asset Management, LLC$511M AUM | 0.87% | $4M | 74.7K | Q1 2026OLDER |
| Inman Jager Wealth Management, LLC$171M AUM | 0.85% | $1M | 24.7K | Q1 2026OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 0.85% | $1M | 21.6K | Q1 2026OLDER |
| Northwest Wealth Advisors, LLC$140M AUM | 0.85% | $1M | 20.0K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.84% | $4M | 71.0K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.82% | $24M | 406.8K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 0.82% | $2M | 36.7K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.81% | $11M | 164.4K | Q2 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.79% | $44M | 737.8K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.79% | $2M | 37.8K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 0.78% | $3M | 52.8K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.75% | $49M | 825.4K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.74% | $10M | 172.8K | Q4 2025OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 0.73% | $4M | 61.0K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.73% | $108M | 1.83M | Q1 2026OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 0.73% | $3M | 51.2K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.73% | $6M | 98.6K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.72% | $3M | 53.7K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.71% | $1M | 18.4K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.70% | $7M | 122.4K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.67% | $4M | 63.1K | Q1 2026OLDER |
| NORTH STAR ASSET MANAGEMENT INC$2.3B AUM | 0.66% | $15M | 255.0K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.65% | $1M | 17.6K | Q1 2026OLDER |
| TKG Advisors, LLC$242M AUM | 0.64% | $2M | 26.2K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.63% | $17M | 286.4K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 0.62% | $2M | 28.1K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.61% | $2M | 29.9K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.60% | $44M | 743.7K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.59% | $1M | 17.2K | Q1 2026OLDER |
| Strategic Financial Planning, Inc.$171M AUM | 0.59% | $1M | 17.9K | Q4 2025OLDER |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 0.59% | $908,494 | 15.3K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.59% | $2M | 15.5K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.58% | $2M | 42.0K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.58% | $1M | 22.9K | Q4 2025OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.58% | $7M | 129.4K | Q3 2025OLDER |
| PINKERTON WEALTH, LLC$1.1B AUM | 0.56% | $6M | 106.8K | Q1 2026OLDER |
| Valpey Financial Services, LLC$154M AUM | 0.56% | $861,160 | 14.5K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.53% | $2M | 27.5K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.52% | $53M | 901.6K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.52% | $16M | 265.5K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.52% | $85M | 1.43M | Q1 2026OLDER |
| Financial Solutions Advisory Group, Inc.$723M AUM | 0.52% | $4M | 63.2K | Q2 2026 |
| Dakota Wealth Management$4.6B AUM | 0.52% | $24M | 402.8K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.52% | $20M | 290.3K | Q2 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.51% | $2M | 31.5K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.51% | $8M | 142.5K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.49% | $13M | 216.4K | Q2 2026 |
| Worth Asset Management, LLC$313M AUM | 0.48% | $2M | 22.3K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.48% | $27M | 468.9K | Q4 2025OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.47% | $593,977 | 10.0K | Q1 2026OLDER |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.47% | $3M | 43.4K | Q1 2026OLDER |
| Alliance Wealth Management Group$457M AUM | 0.45% | $2M | 34.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.45% | $48M | 797.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.45% | $19M | 326.2K | Q1 2026OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 0.45% | $6M | 98.5K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.44% | $811,062 | 13.7K | Q1 2026OLDER |
| JSF Financial, LLC$510M AUM | 0.44% | $2M | 36.4K | Q4 2025OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.43% | $5M | 73.7K | Q2 2026 |
| Integrity Wealth Partners, LLC$111M AUM | 0.42% | $470,387 | 7.9K | Q1 2026OLDER |
| Gambit Capital Management, LLC$145M AUM | 0.42% | $612,975 | 10.4K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.41% | $677,514 | 11.4K | Q1 2026OLDER |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 0.41% | $724,675 | 12.2K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.41% | $3M | 52.6K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.41% | $1M | 23.3K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.41% | $3M | 50.2K | Q2 2026 |
| Towercrest Capital Management$642M AUM | 0.41% | $3M | 44.0K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.40% | $666,757 | 11.3K | Q1 2026OLDER |
| Orin Green Financial, LLC$244M AUM | 0.40% | $969,806 | 16.4K | Q1 2026OLDER |
| Laraway Financial Advisors Inc$142M AUM | 0.40% | $562,013 | 9.5K | Q1 2026OLDER |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 0.39% | $4M | 69.7K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.39% | $963,410 | 16.3K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 0.39% | $1M | 18.1K | Q2 2026 |
| National Wealth Management Group, LLC$269M AUM | 0.38% | $1M | 17.4K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.38% | $6M | 99.7K | Q2 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.38% | $21M | 347.9K | Q1 2026OLDER |
| WESTCO ADVISORY SERVICES INC /ADV$163M AUM | 0.38% | $614,136 | 10.6K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.36% | $2M | 29.9K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.36% | $3M | 54.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.35% | $134M | 2.26M | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.35% | $10M | 171.9K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 0.34% | $410,099 | 6.9K | Q2 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.34% | $1M | 18.5K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.34% | $2M | 26.2K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.34% | $941,508 | 15.9K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.33% | $987,198 | 16.7K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.33% | $6M | 106.7K | Q1 2026OLDER |
| Stegent Equity Advisors, Inc.$117M AUM | 0.32% | $380,607 | 6.4K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 0.32% | $460,262 | 7.8K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 0.32% | $754,878 | 12.7K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 0.32% | $3M | 39.2K | Q2 2026 |
| Keystone Wealth Services, LLC$468M AUM | 0.31% | $1M | 24.9K | Q1 2026OLDER |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 0.31% | $323,672 | 5.2K | Q4 2025OLDER |
| Key FInancial Inc$562M AUM | 0.31% | $2M | 29.5K | Q1 2026OLDER |
| Navigation Group, LLC$427M AUM | 0.31% | $1M | 22.1K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.31% | $935,498 | 15.8K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 0.31% | $1M | 19.6K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.31% | $3M | 47.1K | Q1 2026OLDER |
| Leslie Global Wealth, LLC$190M AUM | 0.30% | $577,158 | 9.7K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.30% | $626,092 | 4.9K | Q4 2025OLDER |
| Hidden Cove Wealth Management, LLC$156M AUM | 0.30% | $468,845 | 7.9K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.30% | $988,753 | 16.7K | Q1 2026OLDER |
| THOMPSON DAVIS & CO., INC.$150M AUM | 0.29% | $436,748 | 7.4K | Q1 2026OLDER |
| Alaska Wealth Advisors, LLC$833M AUM | 0.29% | $2M | 40.8K | Q1 2026OLDER |
| Compton Financial Group, LLC$453M AUM | 0.29% | $1M | 22.0K | Q1 2026OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.29% | $834,876 | 14.1K | Q1 2026OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 0.29% | $465,588 | 7.9K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 0.29% | $491,904 | 7.3K | Q2 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.28% | $4M | 65.8K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.28% | $3M | 46.8K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.28% | $1M | 17.0K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.28% | $3M | 46.0K | Q1 2026OLDER |
| APS Management Group, Inc.$117M AUM | 0.28% | $326,606 | 5.5K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.28% | $2M | 33.3K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.27% | $3M | 53.5K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.27% | $364,603 | 6.2K | Q1 2026OLDER |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 0.27% | $490,308 | 8.3K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.26% | $646,253 | 10.9K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.26% | $3M | 55.3K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.26% | $417,804 | 7.1K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.26% | $5M | 76.5K | Q1 2026OLDER |
| Orange Investment Advisors, Inc.$772M AUM | 0.26% | $2M | 33.5K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.25% | $3M | 44.2K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.25% | $1M | 18.0K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.25% | $2M | 39.9K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.25% | $1M | 17.1K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 0.25% | $810,037 | 13.7K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.25% | $3M | 39.3K | Q2 2026 |
| United Asset Strategies, Inc.$1.3B AUM | 0.25% | $3M | 53.1K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.24% | $5M | 92.5K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.24% | $2M | 35.4K | Q1 2026OLDER |
| Evernest Financial Advisors, LLC$481M AUM | 0.24% | $1M | 18.2K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.24% | $1M | 20.0K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 0.24% | $2M | 28.1K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.24% | $2M | 27.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.23% | $50M | 846.2K | Q1 2026OLDER |
| VCI Wealth Management LLC$361M AUM | 0.23% | $847,026 | 14.3K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.23% | $16M | 276.3K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.23% | $2M | 30.1K | Q1 2026OLDER |
| Armbruster Capital Management, Inc.$610M AUM | 0.23% | $1M | 23.8K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.23% | $3M | 56.7K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.23% | $740,343 | 12.5K | Q1 2026OLDER |
| Capital Management Associates, Inc$442M AUM | 0.23% | $1M | 17.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.23% | $36M | 613.1K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.23% | $800,121 | 13.5K | Q1 2026OLDER |
| SFM, LLC$195M AUM | 0.23% | $438,937 | 6.5K | Q2 2026 |
| Brand Asset Management Group, Inc.$385M AUM | 0.22% | $864,612 | 14.6K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.22% | $3M | 51.5K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.22% | $774,310 | 13.4K | Q4 2025OLDER |
| Innovative Wealth Building LLC$142M AUM | 0.22% | $314,254 | 5.3K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.22% | $1M | 25.2K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.22% | $5M | 88.7K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.22% | $859,444 | 14.5K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.22% | $5M | 83.8K | Q1 2026OLDER |
| Advance Capital Management, Inc.$2.6B AUM | 0.22% | $6M | 96.8K | Q1 2026OLDER |
| Midwestern Financial, LLC /IA$127M AUM | 0.22% | $273,606 | 4.6K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.21% | $950,572 | 16.1K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.21% | $20M | 337.4K | Q1 2026OLDER |
| Aureum Wealth Management, LLC$144M AUM | 0.21% | $308,068 | 5.2K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.21% | $563,964 | 9.5K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 0.21% | $1M | 21.1K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.21% | $3M | 46.1K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 0.21% | $778,956 | 13.2K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.21% | $2M | 29.4K | Q1 2026OLDER |
| WLTH Capital Management, LLC$156M AUM | 0.21% | $328,071 | 4.9K | Q2 2026 |
| Dynamic Financial Group$122M AUM | 0.21% | $255,079 | 4.3K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.21% | $28M | 467.1K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.21% | $4M | 62.1K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.20% | $622,373 | 10.5K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.20% | $277,623 | 4.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.20% | $761M | 12.85M | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.20% | $6M | 114.2K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.20% | $246,533 | 4.2K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.20% | $2M | 34.7K | Q1 2026OLDER |
| ETF Store, Inc.$103M AUM | 0.20% | $201,334 | 3.4K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.20% | $16M | 268.7K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.19% | $5M | 91.2K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.19% | $701,994 | 11.9K | Q1 2026OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 0.19% | $245,401 | 4.1K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.19% | $8M | 137.2K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 0.19% | $360,117 | 6.1K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.19% | $1M | 23.3K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.18% | $8M | 134.1K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.18% | $6M | 98.4K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.18% | $959,973 | 16.2K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.18% | $8M | 127.8K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.18% | $3M | 54.0K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.18% | $1M | 16.3K | Q2 2026 |
| Milestone Asset Management Group, LLC$171M AUM | 0.18% | $306,541 | 5.2K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.18% | $3M | 49.2K | Q1 2026OLDER |
| L2 Asset Management, LLC$1.1B AUM | 0.18% | $2M | 31.6K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.18% | $179,614 | 3.0K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.18% | $1M | 22.6K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.18% | $557,326 | 9.4K | Q1 2026OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 0.17% | $635,047 | 10.7K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.17% | $781,526 | 13.2K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 0.17% | $1M | 21.9K | Q1 2026OLDER |
| Second Line Capital, LLC$528M AUM | 0.17% | $904,465 | 14.2K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 0.17% | $400,876 | 6.8K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.17% | $10M | 161.4K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.17% | $311,911 | 5.4K | Q4 2025OLDER |
| Uptown Financial Advisors LLC$126M AUM | 0.17% | $208,040 | 3.5K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.16% | $12M | 175.3K | Q2 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.16% | $560,789 | 9.5K | Q1 2026OLDER |
| Charles Schwab Trust Co$1.5B AUM | 0.16% | $2M | 41.9K | Q4 2025OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.16% | $385,493 | 6.5K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.16% | $789,463 | 13.3K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.16% | $28M | 477.9K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.16% | $6M | 101.0K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.15% | $3M | 50.4K | Q1 2026OLDER |
| Wealthquest Corp$1.4B AUM | 0.15% | $2M | 36.6K | Q2 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.15% | $8M | 132.8K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.15% | $1M | 18.8K | Q2 2026 |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.15% | $347,740 | 5.9K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.15% | $1M | 21.6K | Q1 2026OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 0.15% | $1M | 19.3K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.15% | $7M | 117.0K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.15% | $216,804 | 3.7K | Q1 2026OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 0.15% | $221,601 | 3.7K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.15% | $554,655 | 9.4K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.14% | $933,412 | 15.1K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.14% | $50M | 838.8K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.14% | $305,812 | 5.2K | Q1 2026OLDER |
| Ironwood Wealth Management, LLC.$349M AUM | 0.14% | $488,285 | 8.2K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.14% | $1M | 18.3K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.14% | $1M | 16.3K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.13% | $771,188 | 13.0K | Q1 2026OLDER |
| Tandem Wealth Advisors LLC$224M AUM | 0.13% | $301,726 | 5.1K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.13% | $271,464 | 4.6K | Q1 2026OLDER |
| High Probability Advisors, LLC$781M AUM | 0.13% | $1M | 17.3K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 0.13% | $691,946 | 11.7K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.13% | $1M | 17.5K | Q1 2026OLDER |
| Sollinda Capital Management LLC$412M AUM | 0.13% | $532,210 | 9.0K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.13% | $2M | 29.1K | Q1 2026OLDER |
| Optimist Retirement Group LLC$227M AUM | 0.13% | $285,235 | 4.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.13% | $118M | 2.00M | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 0.13% | $467,158 | 7.9K | Q1 2026OLDER |
| Nadler Financial Group, Inc.$1.0B AUM | 0.13% | $1M | 21.9K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.12% | $1M | 19.6K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.12% | $502,304 | 8.5K | Q1 2026OLDER |
| Guardian Wealth Advisors, LLC$174M AUM | 0.12% | $209,935 | 3.5K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.12% | $486,849 | 8.2K | Q1 2026OLDER |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 0.12% | $360,058 | 6.1K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.12% | $1M | 17.7K | Q1 2026OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.12% | $431,244 | 7.3K | Q1 2026OLDER |
| Garrett Wealth Advisory Group, LLC$562M AUM | 0.12% | $662,268 | 11.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.12% | $80M | 1.35M | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.12% | $331,186 | 5.6K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.11% | $268,503 | 4.5K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.11% | $373,974 | 6.3K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.11% | $301,607 | 5.1K | Q1 2026OLDER |
| Vestment Financial LLC$212M AUM | 0.11% | $236,596 | 3.7K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 0.11% | $250,382 | 4.2K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.11% | $2M | 24.8K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 0.11% | $282,183 | 4.8K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.11% | $314,754 | 5.3K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.11% | $460,244 | 7.8K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.10% | $3M | 49.1K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.10% | $495,908 | 8.4K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.10% | $6M | 104.4K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 0.10% | $206,258 | 3.5K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.10% | $685,945 | 11.6K | Q1 2026OLDER |
| WADDELL & ASSOCIATES, LLC$1.8B AUM | 0.10% | $2M | 29.1K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.10% | $7M | 122.2K | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 0.10% | $2M | 26.0K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.10% | $327,738 | 5.5K | Q1 2026OLDER |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 0.09% | $224,603 | 3.8K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.09% | $3M | 51.1K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.09% | $245,704 | 4.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.09% | $6M | 100.8K | Q1 2026OLDER |
| Five Oceans Advisors$276M AUM | 0.09% | $253,354 | 4.3K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.09% | $12M | 204.6K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.09% | $318,314 | 5.4K | Q1 2026OLDER |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 0.09% | $982,216 | 18.0K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.09% | $1M | 17.0K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.09% | $320,902 | 5.2K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.09% | $1M | 21.5K | Q4 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.09% | $18M | 301.1K | Q1 2026OLDER |
| Denver PWM, LLC$291M AUM | 0.09% | $249,983 | 3.9K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.09% | $399,636 | 6.3K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.08% | $7M | 125.4K | Q1 2026OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 0.08% | $595,732 | 9.6K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.08% | $722,484 | 12.2K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.08% | $5M | 86.8K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.08% | $248,367 | 4.2K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.08% | $721,714 | 12.2K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.08% | $2M | 35.4K | Q1 2026OLDER |
| Amicus Financial Advisors, LLC$363M AUM | 0.08% | $292,132 | 4.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.08% | $10M | 166.5K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.08% | $503,692 | 8.5K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.08% | $345,634 | 5.1K | Q2 2026 |
| HORAN Wealth, LLC$1.1B AUM | 0.08% | $813,834 | 14.1K | Q1 2026OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 0.08% | $234,362 | 4.0K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.08% | $27M | 462.0K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.08% | $6M | 106.6K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.08% | $1M | 23.0K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 0.08% | $367,164 | 6.2K | Q1 2026OLDER |
| Marion Wealth Management$451M AUM | 0.07% | $338,400 | 5.7K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.07% | $299,966 | 5.1K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.07% | $290,177 | 4.9K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.07% | $3M | 48.2K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.07% | $18M | 300.9K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.07% | $187,082 | 3.2K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.07% | $686,747 | 10.2K | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.07% | $115M | 1.95M | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.07% | $9M | 151.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.07% | $2M | 37.1K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.07% | $7M | 120.5K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.07% | $101,746 | 1.5K | Q2 2026 |
| Spinnaker Investment Group, LLC$491M AUM | 0.07% | $368,597 | 6.4K | Q4 2025OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.07% | $219,765 | 3.7K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.07% | $8M | 131.9K | Q1 2026OLDER |
| Fusion Family Wealth, LLC$1.3B AUM | 0.07% | $881,845 | 14.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.07% | $246M | 4.15M | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.07% | $337,672 | 5.7K | Q1 2026OLDER |
| Legacy Financial Strategies, LLC$554M AUM | 0.07% | $361,567 | 6.1K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.07% | $325,413 | 5.5K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.06% | $627,771 | 10.6K | Q1 2026OLDER |
| Longview Financial Advisors LLC$184M AUM | 0.06% | $118,973 | 2.0K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.06% | $4M | 66.7K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.06% | $2M | 31.9K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.06% | $128,199 | 2.2K | Q4 2025OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.06% | $82,316 | 1.4K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.06% | $4M | 73.5K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 0.06% | $559,747 | 9.5K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.06% | $845,425 | 14.3K | Q1 2026OLDER |
| ForthRight Wealth Management, LLC$353M AUM | 0.06% | $215,279 | 3.6K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.06% | $506,514 | 8.6K | Q1 2026OLDER |
| American Money Management, LLC$632M AUM | 0.06% | $385,226 | 6.5K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.06% | $415,383 | 7.0K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.06% | $432,992 | 6.4K | Q2 2026 |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.06% | $404,776 | 6.8K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.06% | $11M | 189.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.06% | $3M | 48.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.06% | $11M | 184.2K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.06% | $807,109 | 13.6K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.06% | $551,635 | 9.7K | Q3 2025OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.06% | $336,158 | 5.7K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.06% | $345,312 | 5.8K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.06% | $1M | 17.3K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.06% | $2M | 26.3K | Q1 2026OLDER |
| Mattern Wealth Management LLC$513M AUM | 0.06% | $290,533 | 4.9K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.06% | $2M | 38.3K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.06% | $123,651 | 2.1K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 0.06% | $56,592 | 956 | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.06% | $239,782 | 4.0K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.05% | $978,137 | 16.5K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.05% | $257,560 | 4.3K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.05% | $26M | 443.2K | Q1 2026OLDER |
| Altrius Capital Management Inc$503M AUM | 0.05% | $268,127 | 4.5K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 0.05% | $305,338 | 5.2K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.05% | $3M | 53.0K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.05% | $53 | 918 | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.05% | $4M | 71.8K | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.05% | $307,885 | 5.2K | Q1 2026OLDER |
| F/m Investments LLC$1.5B AUM | 0.05% | $778,983 | 13.1K | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 0.05% | $112,067 | 1.9K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.05% | $729,176 | 12.3K | Q1 2026OLDER |
| Convergence Financial, LLC$943M AUM | 0.05% | $475,024 | 8.0K | Q1 2026OLDER |
| SMI Advisory Services, LLC$617M AUM | 0.05% | $310,242 | 4.6K | Q2 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.05% | $25M | 510.1K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.05% | $147,517 | 2.5K | Q1 2026OLDER |
| ABSHER WEALTH MANAGEMENT, LLC$853M AUM | 0.05% | $414,685 | 7.3K | Q3 2025OLDER |
| MOTCO$1.1B AUM | 0.05% | $534,638 | 9.0K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.05% | $2M | 24.8K | Q2 2026 |
| Summit Financial, LLC$7.8B AUM | 0.05% | $4M | 64.8K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.05% | $229,796 | 3.9K | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.05% | $144,378 | 2.4K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.05% | $2M | 35.1K | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.05% | $611,157 | 10.3K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.05% | $226,753 | 3.5K | Q2 2026 |
| Cavalier Investments, LLC$3.7B AUM | 0.05% | $2M | 29.5K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.05% | $1M | 23.4K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.05% | $1M | 21.1K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.05% | $15M | 255.8K | Q1 2026OLDER |
| Goodman Financial Corp$582M AUM | 0.05% | $265,365 | 4.5K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.