SPDR SERIES TRUST
CUSIP 78464A854
Spdr Series Trust has 1,584 institutional holders in Filings Flow’s 13F database, together reporting 1128.75M shares worth $77.4B as of Q1 2026. The largest reported holders are Jones Financial Companies Lllp, Jpmorgan Chase & Co, and Uss Investment Management Ltd.
Institutional Holders
1,584
Q1 2026
Reported Value
$77.4B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Revere Asset Management, Inc$195M AUM | 47.41% | $93M | 1.21M | Q1 2026OLDER |
| Brown Financial Advisory$202M AUM | 41.00% | $83M | 1.08M | Q1 2026OLDER |
| Kedalion Capital Management LLP$3.5B AUM | 39.32% | $1.4B | 17.88M | Q1 2026OLDER |
| Sterling Group Wealth Management, LLC$211M AUM | 39.09% | $83M | 1.08M | Q1 2026OLDER |
| MKP Capital Management, L.L.C.$3.0B AUM | 34.39% | $1.0B | 13.67M | Q1 2026OLDER |
| Mizuho Bank, Ltd.$369M AUM | 30.26% | $254M | 3.17M | Q4 2025OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 29.61% | $461M | 6.03M | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$149M AUM | 29.24% | $44M | 708.6K | Q1 2026OLDER |
| Macco Financial Group, Inc.$132M AUM | 29.05% | $38M | 501.1K | Q1 2026OLDER |
| Private Wealth Group, LLC$259M AUM | 26.82% | $69M | 790.2K | Q2 2026 |
| Klaas Financial Asset Advisors, LLC$724M AUM | 26.15% | $189M | 2.47M | Q1 2026OLDER |
| Ridgeline Wealth Planning, LLC$137M AUM | 25.07% | $34M | 448.5K | Q1 2026OLDER |
| Peterson Wealth Advisors, LLC$752M AUM | 24.47% | $184M | 2.40M | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 24.33% | $142M | 1.86M | Q1 2026OLDER |
| Tull Financial Group, Inc.$224M AUM | 23.57% | $53M | 689.6K | Q1 2026OLDER |
| Bauman Advisory Group, LLC$143M AUM | 22.31% | $32M | 415.9K | Q1 2026OLDER |
| Solitude Financial Services$338M AUM | 22.18% | $75M | 910.2K | Q1 2026OLDER |
| TIG Advisors, LLC$2.2B AUM | 21.09% | $456M | 5.96M | Q1 2026OLDER |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 20.52% | $42M | 554.5K | Q1 2026OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 20.34% | $59M | 772.5K | Q1 2026OLDER |
| ODonnell Financial Services, LLC$290M AUM | 20.18% | $59M | 766.0K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 19.90% | $295M | 3.61M | Q4 2025OLDER |
| USS Investment Management Ltd$25.6B AUM | 19.88% | $5.1B | 66.40M | Q1 2026OLDER |
| Broadway Wealth Solutions, Inc.$193M AUM | 19.58% | $38M | 494.7K | Q1 2026OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 19.55% | $45M | 591.3K | Q1 2026OLDER |
| New Perspectives, Inc$289M AUM | 19.37% | $56M | 730.6K | Q1 2026OLDER |
| Auour Investments LLC$318M AUM | 19.14% | $61M | 794.9K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 18.22% | $138M | 1.80M | Q1 2026OLDER |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 18.18% | $27M | 355.6K | Q1 2026OLDER |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 17.96% | $61M | 793.8K | Q1 2026OLDER |
| GTS FINANCIAL, LLC$126M AUM | 17.89% | $23M | 343.4K | Q1 2026OLDER |
| Mueller Wealth, LLC$125M AUM | 17.88% | $22M | 292.8K | Q1 2026OLDER |
| CBM Financial, LLC$160M AUM | 16.53% | $26M | 317.5K | Q1 2026OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 16.49% | $20M | 231.9K | Q2 2026 |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 16.28% | $61M | 800.5K | Q1 2026OLDER |
| Standpoint Asset Management, LLC$412M AUM | 15.87% | $65M | 855.1K | Q1 2026OLDER |
| Compass Financial Services Inc$231M AUM | 15.72% | $36M | 474.1K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 15.48% | $57M | 745.9K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 15.33% | $67M | 876.8K | Q1 2026OLDER |
| Advance Capital Management, Inc.$2.6B AUM | 15.28% | $403M | 5.27M | Q1 2026OLDER |
| Hobbs Wealth Management, LLC$101M AUM | 15.18% | $15M | 200.5K | Q1 2026OLDER |
| O'Dell Group, LLC$466M AUM | 15.13% | $71M | 900.3K | Q3 2025OLDER |
| SFG Wealth Management, LLC.$243M AUM | 14.95% | $36M | 474.6K | Q1 2026OLDER |
| Fortitude Financial, LLC$111M AUM | 14.85% | $17M | 188.1K | Q2 2026 |
| Quantum Financial Planning Services, Inc.$278M AUM | 14.83% | $41M | 539.4K | Q1 2026OLDER |
| Leading Edge Financial Planning LLC$475M AUM | 14.73% | $70M | 914.7K | Q1 2026OLDER |
| Kagan Cocozza Asset Management$142M AUM | 14.57% | $21M | 270.5K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 14.40% | $22M | 281.7K | Q1 2026OLDER |
| GM Advisory Group, LLC$2.6B AUM | 14.33% | $372M | 4.86M | Q1 2026OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 14.30% | $51M | 669.7K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 14.13% | $73M | 950.2K | Q1 2026OLDER |
| Legacy Advisory Services, LLC$131M AUM | 14.00% | $18M | 239.5K | Q1 2026OLDER |
| Leslie Global Wealth, LLC$190M AUM | 13.98% | $27M | 346.7K | Q1 2026OLDER |
| Montz Harcus Wealth Management LLC$248M AUM | 13.91% | $34M | 449.9K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 13.73% | $45M | 590.4K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 13.61% | $25M | 328.8K | Q1 2026OLDER |
| Lord & Richards Wealth Management, LLC$114M AUM | 13.54% | $15M | 201.6K | Q1 2026OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 13.48% | $305M | 3.98M | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 13.35% | $63M | 828.2K | Q1 2026OLDER |
| NBZ Investment Advisors LLC$229M AUM | 13.33% | $31M | 399.1K | Q1 2026OLDER |
| TABLEAUX LLC$206M AUM | 13.31% | $27M | 359.0K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 13.28% | $41M | 535.4K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 13.18% | $357M | 4.64M | Q1 2026OLDER |
| Hills Bank & Trust Co$2.1B AUM | 13.12% | $272M | 3.55M | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 12.83% | $88M | 1.16M | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 12.73% | $173M | 2.26M | Q1 2026OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 12.19% | $44M | 578.2K | Q1 2026OLDER |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 12.03% | $18M | 207.9K | Q2 2026 |
| ARRIEN INVESTMENTS, INC.$184M AUM | 11.89% | $22M | 286.5K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 11.83% | $28M | 369.1K | Q1 2026OLDER |
| S. R. Schill & Associates$148M AUM | 11.64% | $17M | 225.1K | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 11.46% | $48M | 624.9K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 11.23% | $17M | 221.7K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 11.23% | $22M | 289.8K | Q1 2026OLDER |
| Bay Capital Advisors, LLC$162M AUM | 11.07% | $18M | 234.7K | Q1 2026OLDER |
| Crown Wealth Group, LLC$340M AUM | 10.88% | $37M | 484.2K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 10.67% | $48M | 625.9K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 10.39% | $30M | 395.3K | Q1 2026OLDER |
| Buttonwood Financial Group, LLC$163M AUM | 10.31% | $17M | 218.9K | Q1 2026OLDER |
| OSSIAM$5.7B AUM | 10.26% | $583M | 7.62M | Q1 2026OLDER |
| Highland Financial Advisors, LLC$455M AUM | 10.22% | $46M | 528.5K | Q2 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 10.21% | $179M | 2.34M | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 10.20% | $138M | 1.81M | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 9.71% | $30M | 392.5K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 9.61% | $174M | 2.27M | Q1 2026OLDER |
| Keystone Financial Services, LLC$149M AUM | 9.45% | $14M | 183.6K | Q1 2026OLDER |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 9.36% | $17M | 222.5K | Q1 2026OLDER |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 9.33% | $11M | 137.8K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 9.17% | $13M | 167.8K | Q1 2026OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 9.15% | $158M | 2.07M | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 8.91% | $15M | 174.3K | Q2 2026 |
| KWB Wealth$1.0B AUM | 8.77% | $89M | 1.11M | Q1 2026OLDER |
| Daviman Financial, LLC$169M AUM | 8.77% | $15M | 193.8K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 8.68% | $23M | 304.5K | Q1 2026OLDER |
| O'Brien Wealth Partners LLC$756M AUM | 8.62% | $65M | 812.4K | Q4 2025OLDER |
| Eagle Strategies LLC$837M AUM | 8.56% | $72M | 936.6K | Q1 2026OLDER |
| Marathon Strategic Advisors, LLC$139M AUM | 8.55% | $12M | 155.4K | Q1 2026OLDER |
| Clarity Retirement & Wealth, LLC$124M AUM | 8.55% | $11M | 138.5K | Q1 2026OLDER |
| Cannon Wealth Management Services, LLC$148M AUM | 8.53% | $13M | 164.7K | Q1 2026OLDER |
| Henderson Brothers Financial Partners, LLC$395M AUM | 8.53% | $34M | 439.9K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 8.50% | $43M | 562.0K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 8.45% | $89M | 1.16M | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 8.41% | $19M | 250.0K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 8.41% | $25M | 329.5K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 8.30% | $52M | 685.7K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 8.28% | $399M | 5.22M | Q1 2026OLDER |
| ARWA LLC$202M AUM | 8.12% | $16M | 204.8K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 8.10% | $31M | 398.9K | Q1 2026OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 8.07% | $108M | 1.41M | Q1 2026OLDER |
| My Portfolio Guide, LLC$181M AUM | 8.00% | $14M | 189.1K | Q1 2026OLDER |
| Bricktown Capital, LLC$508M AUM | 7.93% | $40M | 526.5K | Q1 2026OLDER |
| Clarus Group, Inc.$279M AUM | 7.80% | $22M | 284.4K | Q1 2026OLDER |
| UNIVEST FINANCIAL Corp$1.8B AUM | 7.77% | $138M | 1.81M | Q1 2026OLDER |
| Ridgeline Wealth, LLC$171M AUM | 7.71% | $13M | 150.0K | Q2 2026 |
| Intrua Financial, LLC$969M AUM | 7.66% | $74M | 969.6K | Q1 2026OLDER |
| RAINIER FAMILY WEALTH INC$149M AUM | 7.61% | $11M | 148.1K | Q1 2026OLDER |
| Wealth Advisors of Iowa, LLC$323M AUM | 7.59% | $25M | 320.5K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 7.52% | $34M | 448.2K | Q1 2026OLDER |
| Gambit Capital Management, LLC$145M AUM | 7.44% | $11M | 141.1K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 7.32% | $386M | 4.39M | Q2 2026 |
| IAG Wealth Partners, LLC$896M AUM | 7.23% | $65M | 846.2K | Q1 2026OLDER |
| Luken Investment Analytics, LLC$261M AUM | 7.21% | $19M | 245.9K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 7.19% | $52M | 675.2K | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 7.13% | $43M | 555.4K | Q1 2026OLDER |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 7.04% | $21M | 271.1K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 6.97% | $14M | 176.5K | Q1 2026OLDER |
| Stonebrook Private Inc.$470M AUM | 6.93% | $33M | 424.9K | Q1 2026OLDER |
| Legacy Wealth Management, LLC / MS$390M AUM | 6.83% | $27M | 303.0K | Q2 2026 |
| Austin Private Wealth, LLC$1.3B AUM | 6.76% | $91M | 1.13M | Q4 2025OLDER |
| Financial Enhancement Group LLC$839M AUM | 6.52% | $55M | 622.3K | Q2 2026 |
| One Wealth Advisors, LLC$803M AUM | 6.51% | $52M | 683.4K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 6.49% | $81M | 1.06M | Q1 2026OLDER |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 6.48% | $34M | 390.9K | Q2 2026 |
| Larson Financial Group LLC$3.1B AUM | 6.45% | $202M | 2.64M | Q1 2026OLDER |
| Blue Water Asset Management$289M AUM | 6.40% | $19M | 241.9K | Q1 2026OLDER |
| LeClair Wealth Partners LLC$289M AUM | 6.40% | $19M | 241.9K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 6.39% | $93M | 1.11M | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 6.24% | $40M | 516.7K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 6.18% | $45M | 534.8K | Q1 2026OLDER |
| Cooper Capital Advisors LLC$143M AUM | 6.15% | $9M | 114.8K | Q1 2026OLDER |
| LINCOLN CAPITAL CORP$272M AUM | 6.13% | $17M | 217.6K | Q1 2026OLDER |
| Tandem Investment Partners LLC$118M AUM | 6.09% | $7M | 93.8K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 6.08% | $20M | 222.3K | Q2 2026 |
| Allen Capital Group, LLC$1.1B AUM | 6.05% | $68M | 884.2K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 6.04% | $16M | 208.3K | Q1 2026OLDER |
| RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM | 6.02% | $21M | 275.3K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 6.00% | $8M | 107.3K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 5.99% | $34M | 440.5K | Q1 2026OLDER |
| Goodman Advisory Group, LLC$385M AUM | 5.98% | $23M | 301.4K | Q1 2026OLDER |
| Ferguson Shapiro LLC$342M AUM | 5.95% | $20M | 231.6K | Q2 2026 |
| ABOUND FINANCIAL, LLC$229M AUM | 5.81% | $13M | 173.9K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 5.81% | $36M | 469.7K | Q1 2026OLDER |
| Financial Futures Ltd Liability Co.$228M AUM | 5.79% | $13M | 172.1K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 5.70% | $7M | 89.0K | Q2 2026 |
| Gen-Wealth Partners Inc$317M AUM | 5.63% | $18M | 233.5K | Q1 2026OLDER |
| 6th Street Advisors, LLC$159M AUM | 5.63% | $9M | 116.9K | Q1 2026OLDER |
| National Mutual Insurance Federation of Agricultural Cooperatives$13.0B AUM | 5.62% | $730M | 9.54M | Q1 2026OLDER |
| TSG Advice Partners, LLC$667M AUM | 5.56% | $37M | 485.2K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 5.50% | $25M | 322.4K | Q1 2026OLDER |
| M1 Capital Management LLC$217M AUM | 5.48% | $12M | 155.3K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 5.46% | $13M | 150.3K | Q2 2026 |
| Upper Left Wealth Management, LLC$169M AUM | 5.45% | $9M | 120.5K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 5.43% | $41M | 538.2K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 5.43% | $393M | 4.47M | Q2 2026 |
| Roan Capital Partners$121M AUM | 5.42% | $7M | 74.4K | Q2 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 5.41% | $72M | 944.5K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 5.37% | $8M | 141.7K | Q1 2026OLDER |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 5.35% | $10M | 115.0K | Q2 2026 |
| Guardian Asset Advisors, LLC$171M AUM | 5.35% | $9M | 119.6K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 5.35% | $547M | 7.15M | Q1 2026OLDER |
| Timmons Wealth Management, LLC$106M AUM | 5.31% | $6M | 73.2K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 5.27% | $77M | 1.00M | Q1 2026OLDER |
| Chatterton & Associates Inc.$143M AUM | 5.20% | $7M | 92.7K | Q1 2026OLDER |
| Atlas Private Wealth Advisors$425M AUM | 5.19% | $22M | 288.2K | Q1 2026OLDER |
| Core Wealth Advisors, Inc.$419M AUM | 5.14% | $22M | 281.3K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 5.14% | $319M | 4.16M | Q1 2026OLDER |
| JBR Co Financial Management Inc$274M AUM | 5.13% | $14M | 159.9K | Q2 2026 |
| Windsor Capital Management, LLC$385M AUM | 5.09% | $20M | 222.8K | Q2 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP$2.9B AUM | 5.02% | $169M | 2.10M | Q4 2025OLDER |
| Aldebaran Financial Inc.$105M AUM | 4.99% | $5M | 68.7K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 4.99% | $17M | 201.2K | Q1 2026OLDER |
| Tower View Wealth Management LLC$195M AUM | 4.87% | $9M | 124.1K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 4.81% | $490M | 6.40M | Q1 2026OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 4.75% | $141M | 1.84M | Q1 2026OLDER |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 4.71% | $5M | 65.5K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 4.62% | $32M | 421.2K | Q1 2026OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 4.60% | $17M | 218.9K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 4.57% | $10M | 124.2K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 4.56% | $8M | 108.8K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 4.53% | $15M | 199.4K | Q1 2026OLDER |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM | 4.50% | $28M | 348.6K | Q1 2026OLDER |
| ATX Financial Planning, LLC$132M AUM | 4.44% | $6M | 76.3K | Q1 2026OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 4.41% | $49M | 641.7K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 4.35% | $15M | 190.0K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 4.33% | $18M | 240.6K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 4.30% | $124M | 1.62M | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 4.28% | $7M | 89.4K | Q1 2026OLDER |
| Jackson Wealth Management, LLC$972M AUM | 4.24% | $41M | 538.7K | Q1 2026OLDER |
| Slagle Financial, LLC$303M AUM | 4.24% | $13M | 167.6K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 4.22% | $25M | 326.1K | Q1 2026OLDER |
| Wealth Management Nebraska$987M AUM | 4.22% | $42M | 544.5K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 4.19% | $77M | 1.01M | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 4.19% | $305M | 3.99M | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 4.18% | $12M | 151.1K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 4.12% | $7M | 81.1K | Q4 2025OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 4.11% | $61M | 803.2K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 4.11% | $55M | 711.0K | Q1 2026OLDER |
| Clearview Wealth Management LLC$141M AUM | 4.06% | $6M | 75.0K | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 4.06% | $43M | 556.6K | Q1 2026OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 4.05% | $765M | 9.99M | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 3.97% | $8.3B | 110.68M | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 3.96% | $19M | 243.0K | Q1 2026OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 3.95% | $75M | 975.8K | Q1 2026OLDER |
| Cobblestone Asset Management LLC$222M AUM | 3.94% | $9M | 114.6K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 3.88% | $60M | 683.0K | Q2 2026 |
| Clarus Wealth Advisors$235M AUM | 3.88% | $9M | 117.4K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 3.87% | $27M | 357.7K | Q1 2026OLDER |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 3.85% | $57M | 740.7K | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 3.84% | $25M | 325.4K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 3.84% | $28M | 363.0K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 3.84% | $15M | 199.8K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 3.78% | $3.8B | 49.65M | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 3.78% | $18M | 229.3K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 3.77% | $12M | 161.5K | Q1 2026OLDER |
| Cushing Capital Partners, LLC$130M AUM | 3.75% | $5M | 63.8K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 3.74% | $41,646 | 519.1K | Q4 2025OLDER |
| Keystone Financial Group$1.5B AUM | 3.74% | $55M | 714.1K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 3.73% | $8M | 105.1K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 3.68% | $6M | 73.6K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 3.68% | $343M | 4.48M | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 3.68% | $8M | 98.1K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 3.66% | $47M | 617.3K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 3.66% | $19M | 250.2K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 3.65% | $592M | 7.74M | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 3.62% | $42M | 476.8K | Q2 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 3.62% | $17M | 202.0K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 3.59% | $1.0B | 13.32M | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 3.52% | $27M | 357.0K | Q1 2026OLDER |
| Bull Oak Capital, LLC$260M AUM | 3.46% | $9M | 117.5K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 3.46% | $9M | 121.2K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 3.45% | $5M | 65.6K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 3.44% | $87M | 1.14M | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 3.42% | $13M | 175.7K | Q1 2026OLDER |
| Palatine Hill Wealth Management, LLC$115M AUM | 3.41% | $4M | 51.1K | Q1 2026OLDER |
| SHUTTLEWORTH & Co$111M AUM | 3.40% | $4M | 49.2K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 3.38% | $477M | 6.24M | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 3.37% | $190M | 2.37M | Q4 2025OLDER |
| Stone Summit Wealth LLC$359M AUM | 3.37% | $12M | 158.1K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 3.36% | $14M | 183.7K | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 3.36% | $8M | 106.7K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 3.35% | $6M | 73.5K | Q1 2026OLDER |
| SEMITAM BONAM LLC$122M AUM | 3.33% | $4M | 53.3K | Q1 2026OLDER |
| StoneCrest Wealth Management, Inc.$313M AUM | 3.29% | $10M | 117.3K | Q2 2026 |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 3.29% | $3M | 42.4K | Q4 2025OLDER |
| BUSH INVESTMENT GROUP, LLC$179M AUM | 3.27% | $6M | 72.8K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 3.26% | $8M | 101.2K | Q1 2026OLDER |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 3.24% | $3M | 44.2K | Q1 2026OLDER |
| Donald L. Hagan, LLC$204M AUM | 3.23% | $7M | 84.1K | Q3 2025OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 3.22% | $10M | 134.3K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 3.21% | $4M | 48.4K | Q1 2026OLDER |
| URS Advisory LLC$137M AUM | 3.21% | $4M | 57.3K | Q1 2026OLDER |
| Aureum Wealth Management, LLC$144M AUM | 3.19% | $5M | 60.0K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 3.19% | $14M | 181.3K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 3.18% | $10M | 113.1K | Q2 2026 |
| Fosun International Ltd$399M AUM | 3.17% | $14M | 169.5K | Q4 2025OLDER |
| Norinchukin Bank, The$8.6B AUM | 3.14% | $269M | 3.51M | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 3.11% | $6M | 74.2K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 3.08% | $4M | 45.9K | Q1 2026OLDER |
| Schrum Private Wealth Management LLC$131M AUM | 3.07% | $4M | 52.6K | Q1 2026OLDER |
| Hutchinson Financial Advisors, INC$102M AUM | 3.07% | $3M | 39.9K | Q3 2025OLDER |
| Park Place Capital Corp$499M AUM | 3.06% | $15M | 199.5K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 3.06% | $40M | 521.2K | Q1 2026OLDER |
| OPUS INVESTMENT MANAGEMENT INC$168M AUM | 3.05% | $5M | 66.9K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 3.04% | $28M | 363.1K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 3.03% | $9M | 112.5K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 3.01% | $70M | 792.8K | Q2 2026 |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 3.00% | $32M | 367.3K | Q2 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 3.00% | $9M | 122.6K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 2.97% | $21M | 270.2K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 2.93% | $77M | 1.01M | Q1 2026OLDER |
| ETF Store, Inc.$103M AUM | 2.93% | $3M | 39.3K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 2.90% | $9M | 112.3K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 2.88% | $19M | 243.2K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 2.86% | $9M | 102.4K | Q2 2026 |
| Alpha Financial Partners LLC$169M AUM | 2.84% | $5M | 62.7K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 2.84% | $6M | 74.9K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 2.84% | $361M | 4.72M | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 2.82% | $3M | 36.5K | Q2 2026 |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 2.82% | $8M | 100.5K | Q1 2026OLDER |
| Financial Guidance Group, Inc.$249M AUM | 2.79% | $7M | 90.6K | Q1 2026OLDER |
| Downshift Financial, LLC$193M AUM | 2.77% | $5M | 64.0K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 2.76% | $24M | 315.0K | Q1 2026OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 2.75% | $25M | 309.1K | Q4 2025OLDER |
| Transcendent Capital Group LLC$219M AUM | 2.73% | $6M | 78.1K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 2.72% | $4M | 55.8K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 2.68% | $15M | 191.4K | Q1 2026OLDER |
| Ascension Capital Advisors, Inc.$318M AUM | 2.68% | $7M | 87.9K | Q3 2025OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 2.67% | $10M | 126.4K | Q1 2026OLDER |
| Wagner Wealth Management, Corp$111M AUM | 2.66% | $3M | 38.8K | Q1 2026OLDER |
| BROGAN FINANCIAL, INC.$227M AUM | 2.66% | $6M | 79.0K | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 2.65% | $6M | 75.7K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 2.63% | $8M | 103.6K | Q1 2026OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 2.58% | $305M | 3.98M | Q1 2026OLDER |
| Morling Financial Advisors, LLC$325M AUM | 2.58% | $8M | 109.7K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 2.54% | $80M | 1.05M | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 2.54% | $16M | 177.2K | Q2 2026 |
| SCS Capital Management LLC$9.4B AUM | 2.52% | $238M | 3.10M | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 2.52% | $7M | 93.7K | Q1 2026OLDER |
| Vestment Financial LLC$212M AUM | 2.49% | $5M | 63.5K | Q1 2026OLDER |
| WEALTH MANAGEMENT RESOURCES, INC.$287M AUM | 2.49% | $7M | 93.3K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 2.48% | $89M | 1.16M | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 2.45% | $7M | 95.3K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 2.42% | $10M | 125.6K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 2.42% | $48M | 631.0K | Q1 2026OLDER |
| Capital Advantage, Inc.$765M AUM | 2.41% | $18M | 240.6K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 2.41% | $22M | 283.4K | Q1 2026OLDER |
| McHugh Group, LLC$169M AUM | 2.38% | $4M | 52.5K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 2.35% | $9M | 113.4K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 2.34% | $10M | 131.9K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 2.34% | $129M | 1.68M | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 2.34% | $3M | 33.3K | Q1 2026OLDER |
| Boothe Investment Group, Inc.$311M AUM | 2.33% | $7M | 94.6K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 2.33% | $32M | 419.1K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 2.33% | $4M | 51.4K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 2.32% | $6M | 68.3K | Q2 2026 |
| UPTICK PARTNERS, LLC$502M AUM | 2.31% | $12M | 151.5K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 2.28% | $4M | 47.8K | Q1 2026OLDER |
| Alliance Wealth Management Group$457M AUM | 2.27% | $10M | 135.9K | Q1 2026OLDER |
| Seal Cove Capital, LLC$107M AUM | 2.27% | $2M | 30.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 2.26% | $861M | 11.26M | Q1 2026OLDER |
| GenWealth Group, Inc.$584M AUM | 2.25% | $13M | 172.2K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 2.24% | $6M | 83.5K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 2.23% | $4M | 47.6K | Q1 2026OLDER |
| Renasant Bank$141M AUM | 2.22% | $3M | 40.9K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 2.19% | $325M | 4.25M | Q1 2026OLDER |
| Wright Wealth LLC$149M AUM | 2.17% | $3M | 42.5K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 2.16% | $36M | 434.7K | Q1 2026OLDER |
| Carroll Advisory Group, LLC$258M AUM | 2.16% | $6M | 72.7K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 2.13% | $75M | 854.5K | Q2 2026 |
| Midwest Heritage Bank, FSB$312M AUM | 2.12% | $7M | 86.2K | Q1 2026OLDER |
| Pitti Group Wealth Management, LLC$123M AUM | 2.10% | $3M | 33.8K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 2.10% | $28M | 366.0K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 2.09% | $50M | 653.0K | Q1 2026OLDER |
| INTEGRITY WEALTH ADVISORS, INC.$168M AUM | 2.09% | $4M | 45.8K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 2.09% | $55M | 717.2K | Q2 2026 |
| SK Wealth Management, LLC$360M AUM | 2.09% | $8M | 97.0K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 2.08% | $35M | 453.8K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 2.07% | $53M | 695.5K | Q1 2026OLDER |
| CATALYST PRIVATE WEALTH, LLC$185M AUM | 2.05% | $4M | 49.5K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 2.04% | $38M | 437.3K | Q2 2026 |
| Marks Group Wealth Management, Inc$1.0B AUM | 2.02% | $21M | 273.2K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 2.01% | $27M | 351.4K | Q1 2026OLDER |
| Towercrest Capital Management$642M AUM | 2.01% | $13M | 168.4K | Q1 2026OLDER |
| Black Swift Group, LLC$571M AUM | 2.00% | $11M | 149.1K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 1.98% | $25M | 322.8K | Q3 2025OLDER |
| NORTH STAR ASSET MANAGEMENT INC$2.3B AUM | 1.97% | $46M | 594.5K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 1.97% | $8M | 101.7K | Q1 2026OLDER |
| Frisco Financial Planning LLC$133M AUM | 1.97% | $3M | 29.7K | Q2 2026 |
| Midwest Financial Network, LLC$146M AUM | 1.96% | $3M | 32.7K | Q2 2026 |
| Etesian Wealth Advisors, Inc.$313M AUM | 1.94% | $6M | 79.6K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 1.93% | $16M | 202.6K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 1.92% | $44M | 571.8K | Q1 2026OLDER |
| MN Wealth Advisors, LLC$206M AUM | 1.91% | $4M | 51.3K | Q1 2026OLDER |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 1.90% | $8M | 102.9K | Q1 2026OLDER |
| Investment Management Trust, LLC$103M AUM | 1.89% | $2M | 25.4K | Q1 2026OLDER |
| Compass Financial Group, Inc.$222M AUM | 1.88% | $4M | 54.5K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 1.85% | $5M | 63.6K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 1.84% | $4M | 52.6K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 1.84% | $5M | 71.8K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 1.82% | $2M | 28.3K | Q2 2026 |
| NAPA WEALTH MANAGEMENT$213M AUM | 1.80% | $4M | 49.1K | Q3 2025OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 1.80% | $32M | 414.6K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 1.79% | $382M | 4.99M | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$352M AUM | 1.79% | $6M | 82.3K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 1.79% | $18M | 231.2K | Q4 2025OLDER |
| Abound Wealth Management$440M AUM | 1.78% | $8M | 102.2K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 1.78% | $3M | 41.1K | Q1 2026OLDER |
| Spectrum Strategic Capital Management, LLC$186M AUM | 1.77% | $3M | 43.1K | Q1 2026OLDER |
| Stegent Equity Advisors, Inc.$117M AUM | 1.76% | $2M | 27.0K | Q1 2026OLDER |
| Adams Wealth Management$455M AUM | 1.76% | $8M | 104.5K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 1.75% | $2.6B | 33.66M | Q1 2026OLDER |
| Lunt Capital Management, Inc.$260M AUM | 1.73% | $5M | 59.0K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 1.72% | $26M | 322.3K | Q2 2026 |
| Arvest Bank Trust Division$1.8B AUM | 1.69% | $31M | 406.1K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 1.68% | $45M | 593.7K | Q1 2026OLDER |
| RED CRANE WEALTH MANAGEMENT, LLC$122M AUM | 1.68% | $2M | 26.7K | Q1 2026OLDER |
| Tilson Financial Group, Inc.$333M AUM | 1.67% | $6M | 72.6K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 1.66% | $7M | 87.8K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 1.66% | $26M | 335.4K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 1.66% | $13M | 174.5K | Q1 2026OLDER |
| Strategic Advisors LLC$602M AUM | 1.66% | $10M | 130.3K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 1.65% | $4M | 48.6K | Q1 2026OLDER |
| Sanchez Wealth Management Group$462M AUM | 1.64% | $8M | 99.2K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 1.63% | $33M | 436.5K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 1.61% | $94M | 1.22M | Q1 2026OLDER |
| ACT Advisors, LLC.$235M AUM | 1.61% | $4M | 49.5K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 1.59% | $1.5B | 19.84M | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 1.59% | $2M | 25.4K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 1.58% | $7M | 87.0K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 1.58% | $7M | 92.8K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 1.58% | $13M | 151.6K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 1.57% | $14M | 182.4K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 1.56% | $7M | 90.5K | Q1 2026OLDER |
| Bluesphere Advisors LLC$281M AUM | 1.56% | $4M | 57.3K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 1.56% | $24M | 307.9K | Q2 2026 |
| CacheTech Inc.$519M AUM | 1.54% | $8M | 104.5K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 1.54% | $11M | 139.7K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 1.53% | $9M | 117.5K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 1.52% | $8M | 110.4K | Q1 2026OLDER |
| RATIONAL ADVISORS, INC.$980M AUM | 1.51% | $15M | 193.2K | Q1 2026OLDER |
| Momentum Wealth Planning, LLC$113M AUM | 1.51% | $2M | 24.1K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 1.50% | $59M | 758.5K | Q3 2025OLDER |
| Hofer & Associates. Inc$186M AUM | 1.50% | $3M | 36.5K | Q1 2026OLDER |
| MFG WEALTH MANAGEMENT, INC.$140M AUM | 1.50% | $2M | 23.9K | Q2 2026 |
| TRUEFG, LLC$377M AUM | 1.48% | $6M | 72.8K | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 1.48% | $95M | 1.25M | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 1.47% | $8M | 102.3K | Q1 2026OLDER |
| Gould Capital, LLC$165M AUM | 1.47% | $2M | 31.7K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 1.47% | $13M | 167.3K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 1.46% | $2M | 30.0K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 1.45% | $55M | 715.3K | Q1 2026OLDER |
| APS Management Group, Inc.$117M AUM | 1.45% | $2M | 22.2K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 1.45% | $90M | 1.17M | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 1.44% | $11M | 142.4K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 1.44% | $2M | 26.1K | Q4 2025OLDER |
| HF Advisory Group, LLC$323M AUM | 1.44% | $5M | 52.9K | Q2 2026 |
| Hershey Financial Advisers, LLC$116M AUM | 1.42% | $2M | 21.2K | Q3 2025OLDER |
| Schwallier Wealth Management LLC$137M AUM | 1.42% | $2M | 25.3K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 1.38% | $3M | 35.5K | Q4 2025OLDER |
| Town Capital LLC$124M AUM | 1.38% | $2M | 22.3K | Q2 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 1.36% | $2M | 23.5K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 1.36% | $14M | 182.2K | Q1 2026OLDER |
| BLUESTEM FINANCIAL ADVISORS, LLC$259M AUM | 1.35% | $3M | 45.6K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 1.34% | $23M | 298.1K | Q1 2026OLDER |
| Aspen Wealth Strategies, LLC$187M AUM | 1.33% | $2M | 32.5K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 1.33% | $40M | 529.0K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 1.32% | $5M | 67.7K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 1.32% | $13M | 166.7K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 1.32% | $18M | 237.3K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 1.31% | $20M | 247.2K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 1.30% | $1M | 19.3K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 1.29% | $27M | 355.5K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 1.28% | $8M | 91.4K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 1.26% | $4M | 50.4K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 1.26% | $9M | 120.6K | Q1 2026OLDER |
| Independence Wealth Advisors, LLC$188M AUM | 1.26% | $2M | 30.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 1.25% | $54M | 703.3K | Q1 2026OLDER |
| Prospect Financial Services LLC$164M AUM | 1.25% | $2M | 26.7K | Q1 2026OLDER |
| Uniting Wealth Partners, LLC$470M AUM | 1.24% | $6M | 76.3K | Q1 2026OLDER |
| Perennial Advisors, LLC$587M AUM | 1.24% | $7M | 95.1K | Q1 2026OLDER |
| Convergence Financial, LLC$943M AUM | 1.24% | $12M | 152.5K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 1.23% | $15M | 195.4K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 1.23% | $3M | 42.1K | Q4 2025OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 1.23% | $3M | 39.7K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 1.22% | $1M | 18.2K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 1.21% | $2M | 24.2K | Q1 2026OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 1.21% | $22M | 281.3K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 1.21% | $15M | 198.3K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 1.21% | $15M | 199.2K | Q1 2026OLDER |
| Collier Financial$131M AUM | 1.21% | $2M | 20.7K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 1.20% | $3M | 40.7K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 1.20% | $12M | 152.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 1.19% | $4.5B | 58.66M | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 1.19% | $5M | 67.7K | Q1 2026OLDER |
| New Insight Wealth Advisors$279M AUM | 1.19% | $3M | 43.3K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 1.18% | $9M | 111.8K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 1.17% | $4M | 53.9K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 1.17% | $3M | 32.8K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 1.15% | $11M | 145.8K | Q1 2026OLDER |
| SFM, LLC$195M AUM | 1.15% | $2M | 25.4K | Q2 2026 |
| Prostatis Group LLC$391M AUM | 1.14% | $4M | 58.3K | Q1 2026OLDER |
| Vivid Wealth Management, LLC$247M AUM | 1.14% | $3M | 36.8K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 1.13% | $19M | 254.2K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 1.13% | $8M | 100.0K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 1.12% | $3M | 44.1K | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 1.12% | $4M | 49.1K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 1.12% | $4M | 49.9K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 1.11% | $98M | 1.28M | Q1 2026OLDER |
| BLUE JEAN FINANCIAL LLC$121M AUM | 1.11% | $1M | 17.6K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 1.11% | $7M | 91.2K | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 1.09% | $14M | 178.8K | Q1 2026OLDER |
| Talon Private Wealth, LLC$753M AUM | 1.09% | $8M | 107.0K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 1.08% | $2M | 20.8K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 1.08% | $21M | 270.8K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 1.08% | $24M | 316.7K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 1.07% | $1M | 17.1K | Q4 2025OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 1.07% | $2M | 29.7K | Q1 2026OLDER |
| RFP Financial Group LLC$184M AUM | 1.06% | $2M | 25.4K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 1.06% | $5M | 62.0K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 1.05% | $5M | 66.6K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 1.04% | $12M | 151.2K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 1.03% | $2M | 26.6K | Q1 2026OLDER |
| Cerity Partners Retirement Plan Advisors LLC$196M AUM | 1.03% | $2M | 26.4K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 1.02% | $5M | 59.1K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 1.00% | $3M | 39.6K | Q2 2026 |
| My Personal CFO, LLC$228M AUM | 1.00% | $2M | 29.7K | Q1 2026OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 0.99% | $24M | 313.5K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.99% | $5M | 67.2K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.98% | $19M | 248.5K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.98% | $17M | 228.0K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.