SPDR SERIES TRUST
CUSIP 78464A508
Spdr Series Trust has 1,166 institutional holders in Filings Flow’s 13F database, together reporting 481.65M shares worth $26.9B as of Q1 2026. The largest reported holders are Financial Engines Advisors L.L.C., Lpl Financial LLC, and Goldman Sachs Group Inc.
Institutional Holders
1,166
Q1 2026
Reported Value
$26.9B
Ticker
unmapped
private placement or foreign
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc.$220M AUM | 21.07% | $46M | 820.9K | Q1 2026 |
| Williams Financial, LLC$172M AUM | 20.18% | $20M | 353.7K | Q3 2025OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 19.99% | $343M | 6.07M | Q1 2026 |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 16.54% | $36M | 639.8K | Q1 2026 |
| BALANCED WEALTH GROUP LLC$279M AUM | 16.40% | $46M | 811.4K | Q1 2026 |
| Marathon Mission, Inc.$200M AUM | 15.23% | $26M | 462.5K | Q1 2026 |
| Freestate Advisors LLC$134M AUM | 15.16% | $19M | 335.1K | Q1 2026 |
| Octavia Wealth Advisors, LLC$1.0B AUM | 14.73% | $154M | 2.72M | Q1 2026 |
| Leslie Global Wealth, LLC$190M AUM | 14.72% | $28M | 493.8K | Q1 2026 |
| Compton Financial Group, LLC$453M AUM | 13.58% | $61M | 1.09M | Q1 2026 |
| Collier Financial$131M AUM | 13.08% | $17M | 303.1K | Q1 2026 |
| Whitcomb & Hess, Inc.$463M AUM | 12.72% | $55M | 964.0K | Q1 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV$105M AUM | 12.62% | $13M | 234.4K | Q1 2026 |
| Choice Wealth Advisors LLC$285M AUM | 12.05% | $31M | 542.7K | Q1 2026 |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 11.81% | $24M | 422.7K | Q1 2026 |
| Alta Wealth Advisors LLC$308M AUM | 11.79% | $36M | 641.7K | Q1 2026 |
| CBM Financial, LLC$160M AUM | 11.78% | $19M | 318.7K | Q1 2026 |
| GRANVILLE CAPITAL, INC.$191M AUM | 11.49% | $22M | 388.4K | Q1 2026 |
| Breachway Investments LLC$104M AUM | 11.19% | $12M | 205.8K | Q1 2026 |
| Destiny Capital Corp/CO$188M AUM | 11.11% | $21M | 368.5K | Q1 2026 |
| VISIONARY HORIZONS, LLC$203M AUM | 10.84% | $22M | 388.8K | Q1 2026 |
| Integrated Capital Management, LLC$237M AUM | 10.64% | $22M | 419.6K | Q2 2025OLDER |
| MBE Wealth Management, LLC$241M AUM | 10.58% | $25M | 450.3K | Q1 2026 |
| Walsh & Associates, LLC$101M AUM | 10.30% | $10M | 183.6K | Q1 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 10.18% | $243M | 4.29M | Q1 2026 |
| ABOUND FINANCIAL, LLC$229M AUM | 9.93% | $23M | 401.6K | Q1 2026 |
| Roberts Financial Services LLC$314M AUM | 9.89% | $31M | 549.6K | Q1 2026 |
| Convergence Financial, LLC$943M AUM | 9.64% | $91M | 1.60M | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 9.35% | $4.6B | 81.41M | Q1 2026 |
| Lutz Financial Services LLC$1.5B AUM | 9.26% | $138M | 2.43M | Q1 2026 |
| KWB Wealth$1.0B AUM | 9.15% | $92M | 1.63M | Q1 2026 |
| Strategic Financial Partners, Ltd.$232M AUM | 8.99% | $21M | 367.9K | Q1 2026 |
| Northern Capital Management, Inc.$199M AUM | 8.82% | $18M | 310.9K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 8.44% | $104M | 1.84M | Q1 2026 |
| Aureum Wealth Management, LLC$144M AUM | 8.31% | $12M | 211.2K | Q1 2026 |
| AlphaStar Capital Management, LLC$1.4B AUM | 8.15% | $111M | 1.95M | Q1 2026 |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 7.99% | $18M | 319.5K | Q1 2026 |
| Christopher J. Hasenberg, Inc$269M AUM | 7.89% | $21M | 405.6K | Q2 2025OLDER |
| Advisory Alpha, LLC$3.7B AUM | 7.65% | $280M | 4.95M | Q1 2026 |
| Northwest Wealth Advisors, LLC$140M AUM | 7.52% | $11M | 186.1K | Q1 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 7.44% | $34M | 595.9K | Q1 2026 |
| ERn Financial, LLC$532M AUM | 7.43% | $40M | 698.5K | Q1 2026 |
| Uptown Financial Advisors LLC$126M AUM | 7.28% | $9M | 161.9K | Q1 2026 |
| Wealth Advisors of Iowa, LLC$323M AUM | 7.26% | $23M | 415.0K | Q1 2026 |
| Navigation Group, LLC$427M AUM | 7.21% | $31M | 544.6K | Q1 2026 |
| POTENTIA WEALTH$259M AUM | 7.12% | $18M | 325.9K | Q1 2026 |
| Guardian Wealth Advisors, LLC$174M AUM | 7.04% | $12M | 216.4K | Q1 2026 |
| TPG Financial Advisors, LLC$307M AUM | 6.95% | $21M | 377.9K | Q1 2026 |
| Promus Capital, LLC$157M AUM | 6.93% | $11M | 196.3K | Q3 2025OLDER |
| rebel Financial LLC$231M AUM | 6.85% | $16M | 279.3K | Q1 2026 |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 6.77% | $124M | 2.20M | Q1 2026 |
| Hofer & Associates. Inc$186M AUM | 6.76% | $13M | 222.2K | Q1 2026 |
| Buttonwood Financial Group, LLC$163M AUM | 6.45% | $10M | 185.3K | Q1 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 6.40% | $23M | 414.2K | Q1 2026 |
| City Center Advisors, LLC$123M AUM | 6.39% | $7M | 122.2K | Q1 2026 |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 6.33% | $49M | 868.6K | Q1 2026 |
| McNamara Financial Services, Inc.$528M AUM | 6.08% | $32M | 567.8K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 6.05% | $509M | 9.00M | Q1 2026 |
| Madrid Financial Services$169M AUM | 5.99% | $10M | 179.3K | Q1 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC$122M AUM | 5.95% | $7M | 127.8K | Q1 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 5.79% | $36M | 639.8K | Q1 2026 |
| Optimist Retirement Group LLC$227M AUM | 5.79% | $13M | 232.0K | Q1 2026 |
| POWER WEALTH MANAGEMENT LLC$269M AUM | 5.74% | $15M | 272.5K | Q1 2026 |
| Quotient Wealth Partners, LLC$3.8B AUM | 5.72% | $217M | 3.84M | Q1 2026 |
| Tennessee Valley Asset Management Partners$757M AUM | 5.61% | $42M | 750.1K | Q1 2026 |
| Bucket List Wealth Management, LLC$166M AUM | 5.57% | $9M | 163.6K | Q1 2026 |
| Millington Financial Advisors, LLC$237M AUM | 5.56% | $13M | 223.9K | Q1 2026 |
| Cobblestone Asset Management LLC$222M AUM | 5.48% | $12M | 215.3K | Q1 2026 |
| Cannon Wealth Management Services, LLC$148M AUM | 5.46% | $8M | 142.8K | Q1 2026 |
| Private Wealth Group, LLC$259M AUM | 5.42% | $12M | 205.6K | Q1 2026 |
| SkyOak Wealth, LLC$546M AUM | 5.38% | $29M | 519.1K | Q1 2026 |
| Windsor Capital Management, LLC$385M AUM | 5.33% | $19M | 334.5K | Q1 2026 |
| MEMBERS WEALTH LLC$182M AUM | 5.22% | $9M | 148.1K | Q1 2026 |
| Cardinal Strategic Wealth Guidance$379M AUM | 5.05% | $19M | 338.3K | Q1 2026 |
| Stonebrook Private Inc.$470M AUM | 5.00% | $23M | 415.0K | Q1 2026 |
| Navalign, LLC$396M AUM | 4.93% | $20M | 345.5K | Q1 2026 |
| Financial Council, LLC$259M AUM | 4.89% | $13M | 224.1K | Q1 2026 |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 4.78% | $5M | 89.9K | Q1 2026 |
| Ackerman Capital Advisors, LLC$488M AUM | 4.77% | $23M | 411.4K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 4.76% | $84M | 1.45M | Q1 2026 |
| Goodman Advisory Group, LLC$385M AUM | 4.74% | $18M | 322.9K | Q1 2026 |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 4.74% | $70M | 1.21M | Q4 2025OLDER |
| Broussard Financial Group LLC$125M AUM | 4.63% | $6M | 102.2K | Q1 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 4.60% | $144M | 2.55M | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 4.53% | $1.1B | 19.77M | Q1 2026 |
| Vertrix Wealth Management, LLC$297M AUM | 4.47% | $12M | 214.5K | Q1 2026 |
| Benchmark Financial, LLC$111M AUM | 4.45% | $5M | 87.7K | Q1 2026 |
| ARROW FINANCIAL CORP$994M AUM | 4.45% | $44M | 781.3K | Q1 2026 |
| FORONJY FINANCIAL LLC$241M AUM | 4.43% | $11M | 188.5K | Q1 2026 |
| Macco Financial Group, Inc.$132M AUM | 4.35% | $5M | 89.0K | Q4 2025OLDER |
| Bell Bank$2.4B AUM | 4.21% | $99M | 1.75M | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 4.20% | $67M | 1.28M | Q2 2025OLDER |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 4.20% | $26M | 458.4K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 4.18% | $259M | 4.59M | Q1 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 4.18% | $56M | 988.5K | Q1 2026 |
| Synergy Investment Management, LLC$306M AUM | 4.14% | $13M | 223.6K | Q1 2026 |
| Braun-Bostich & Associates Inc.$160M AUM | 4.12% | $7M | 116.3K | Q1 2026 |
| SIMA Wealth Partners, LLC$105M AUM | 4.07% | $5M | 96.3K | Q1 2026 |
| TME FINANCIAL, INC.$144M AUM | 3.98% | $6M | 101.4K | Q1 2026 |
| Harbor Group, Inc.$692M AUM | 3.97% | $27M | 485.3K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 3.96% | $87M | 1.53M | Q1 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 3.96% | $15M | 258.0K | Q1 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 3.94% | $107M | 1.89M | Q1 2026 |
| PALLADIEM, LLC$105M AUM | 3.93% | $4M | 70.8K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 3.93% | $50M | 879.2K | Q1 2026 |
| Laurel Wealth Planning LLC$190M AUM | 3.92% | $7M | 131.4K | Q1 2026 |
| Valtinson Bruner Financial Planning LLC$364M AUM | 3.91% | $14M | 251.4K | Q1 2026 |
| Shepherd Financial Partners LLC$1.1B AUM | 3.83% | $40M | 713.0K | Q1 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 3.81% | $8M | 138.7K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 3.80% | $48M | 841.9K | Q1 2026 |
| SilverOak Wealth Management LLC$632M AUM | 3.73% | $24M | 416.9K | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 3.67% | $108M | 1.90M | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 3.62% | $35M | 620.1K | Q1 2026 |
| RESTON WEALTH MANAGEMENT LLC$326M AUM | 3.61% | $12M | 208.2K | Q1 2026 |
| Clear Retirement Advice LLC$146M AUM | 3.55% | $5M | 79.9K | Q1 2026 |
| Hobart Private Capital, LLC$583M AUM | 3.44% | $18M | 309.7K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 3.38% | $302M | 5.33M | Q1 2026 |
| Foguth Wealth Management, LLC.$857M AUM | 3.37% | $22M | 381.3K | Q4 2025OLDER |
| SHARPEPOINT LLC$168M AUM | 3.34% | $6M | 98.9K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 3.33% | $43M | 815.6K | Q2 2025OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 3.26% | $42M | 743.6K | Q1 2026 |
| PECAUT & CO.$308M AUM | 3.26% | $10M | 177.4K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 3.24% | $74M | 1.30M | Q1 2026 |
| Gibbs Wealth Management$762M AUM | 3.23% | $25M | 434.7K | Q1 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 3.22% | $29M | 508.3K | Q1 2026 |
| Klingman & Associates, LLC$2.1B AUM | 3.18% | $66M | 1.17M | Q1 2026 |
| Inman Jager Wealth Management, LLC$171M AUM | 3.18% | $5M | 96.1K | Q1 2026 |
| New England Capital Financial Advisors LLC$365M AUM | 3.13% | $11M | 202.4K | Q1 2026 |
| DecisionMap Wealth Management, LLC$155M AUM | 3.09% | $5M | 84.4K | Q1 2026 |
| Diligent Investors, LLC$404M AUM | 3.07% | $12M | 219.4K | Q1 2026 |
| Auour Investments LLC$318M AUM | 2.97% | $9M | 166.7K | Q1 2026 |
| VICUS CAPITAL$1.4B AUM | 2.96% | $40M | 711.6K | Q1 2026 |
| TrueWealth Advisors, LLC$444M AUM | 2.91% | $12M | 204.7K | Q1 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM | 2.91% | $7M | 117.1K | Q1 2026 |
| Francis Financial, Inc.$539M AUM | 2.91% | $16M | 277.0K | Q1 2026 |
| Tempo Wealth, LLC$573M AUM | 2.89% | $17M | 293.2K | Q1 2026 |
| Rodgers & Associates, LTD$982M AUM | 2.87% | $28M | 498.9K | Q1 2026 |
| Smith Partners Wealth Management, LLC$112M AUM | 2.87% | $3M | 56.7K | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 2.85% | $26M | 460.2K | Q1 2026 |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 2.79% | $5M | 91.5K | Q1 2026 |
| Horizon Family Wealth, Inc.$189M AUM | 2.77% | $5M | 92.8K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 2.76% | $155M | 2.62M | Q1 2026 |
| Collaborative Wealth Managment Inc.$218M AUM | 2.75% | $6M | 105.9K | Q1 2026 |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 2.70% | $8M | 138.8K | Q1 2026 |
| 71 West Capital Partners$2.3B AUM | 2.69% | $61M | 1.08M | Q1 2026 |
| MidAtlantic Capital Management, Inc.$145M AUM | 2.67% | $4M | 68.4K | Q1 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 2.66% | $32M | 560.2K | Q1 2026 |
| Milestone Asset Management Group, LLC$171M AUM | 2.65% | $5M | 80.2K | Q1 2026 |
| Sterling Group Wealth Management, LLC$211M AUM | 2.61% | $6M | 97.4K | Q1 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 2.56% | $24M | 427.3K | Q1 2026 |
| Shum Financial Group, Inc.$141M AUM | 2.55% | $4M | 63.8K | Q1 2026 |
| Probity Advisors, Inc.$631M AUM | 2.51% | $16M | 280.4K | Q1 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 2.48% | $44M | 784.4K | Q1 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 2.47% | $7M | 130.8K | Q1 2026 |
| Partnership Wealth Management, LLC$131M AUM | 2.40% | $3M | 55.6K | Q1 2026 |
| Jacksonville Wealth Management, LLC$148M AUM | 2.36% | $3M | 61.9K | Q1 2026 |
| STEVENS CAPITAL PARTNERS$416M AUM | 2.35% | $10M | 172.7K | Q1 2026 |
| Stone Summit Wealth LLC$359M AUM | 2.34% | $8M | 148.9K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 2.30% | $68M | 1.20M | Q1 2026 |
| BCS Wealth Management$490M AUM | 2.28% | $11M | 197.3K | Q1 2026 |
| WAYSTONE ADVISORS LLC$112M AUM | 2.27% | $3M | 44.8K | Q1 2026 |
| TAGStone Capital, Inc.$283M AUM | 2.22% | $6M | 111.2K | Q1 2026 |
| Accredited Investors Inc.$1.9B AUM | 2.20% | $41M | 723.1K | Q1 2026 |
| NOVEM GROUP$873M AUM | 2.20% | $19M | 339.2K | Q1 2026 |
| ArborFi Advisors, LLC$122M AUM | 2.18% | $3M | 47.2K | Q1 2026 |
| WealthTrak Capital Management LLC$140M AUM | 2.17% | $3M | 53.8K | Q1 2026 |
| WRAPMANAGER INC$288M AUM | 2.17% | $6M | 110.3K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 2.17% | $93M | 1.65M | Q1 2026 |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 2.16% | $2M | 40.1K | Q1 2026 |
| Phoenix Wealth Advisors$253M AUM | 2.14% | $5M | 95.9K | Q1 2026 |
| WEALTHGARDEN F.S. LLC$147M AUM | 2.14% | $3M | 55.5K | Q1 2026 |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 2.14% | $17M | 303.4K | Q1 2026 |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 2.11% | $17M | 300.1K | Q1 2026 |
| GenWealth Group, Inc.$584M AUM | 2.09% | $12M | 216.4K | Q1 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 2.07% | $245M | 4.33M | Q1 2026 |
| Copia Wealth Management$146M AUM | 2.07% | $3M | 53.2K | Q1 2026 |
| Symphony Financial, Ltd. Co.$755M AUM | 2.06% | $16M | 277.6K | Q1 2026 |
| Clarus Wealth Advisors$235M AUM | 2.03% | $5M | 83.9K | Q1 2026 |
| CEERA INVESTMENTS, LLC$228M AUM | 1.97% | $4M | 79.4K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 1.97% | $30M | 537.8K | Q1 2026 |
| MOTIVE WEALTH ADVISORS$213M AUM | 1.96% | $4M | 74.0K | Q1 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 1.96% | $225M | 3.97M | Q1 2026 |
| Centennial Wealth Advisory LLC$413M AUM | 1.95% | $8M | 142.7K | Q1 2026 |
| Milestones Private Investment Advisors LLC$114M AUM | 1.93% | $2M | 38.6K | Q1 2026 |
| Retirement Management Systems Inc.$415M AUM | 1.92% | $8M | 141.1K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 1.91% | $11M | 200.5K | Q1 2026 |
| Sargent Investment Group, LLC$759M AUM | 1.90% | $14M | 254.9K | Q1 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 1.87% | $10M | 185.4K | Q1 2026 |
| Portside Wealth Group, LLC$738M AUM | 1.86% | $14M | 242.8K | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 1.84% | $110M | 1.94M | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 1.82% | $24M | 418.8K | Q1 2026 |
| Hunting Hill Global Capital, LLC$129M AUM | 1.81% | $2M | 41.4K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 1.79% | $278M | 4.90M | Q1 2026 |
| Legacy Financial Group LLC$795M AUM | 1.76% | $14M | 247.5K | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 1.76% | $9M | 171.0K | Q2 2025OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 1.75% | $12M | 208.9K | Q1 2026 |
| Great Lakes Retirement, Inc.$967M AUM | 1.75% | $17M | 298.7K | Q1 2026 |
| Cynosure Group, LLC$800M AUM | 1.74% | $14M | 246.2K | Q1 2026 |
| Eaton Financial Holdings Company, LLC$305M AUM | 1.72% | $6M | 112.5K | Q4 2025OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 1.71% | $9M | 161.3K | Q1 2026 |
| Tranquilli Financial Advisor LLC$171M AUM | 1.70% | $3M | 51.6K | Q1 2026 |
| Thayer Financial, L.L.C.$110M AUM | 1.70% | $2M | 29.5K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 1.69% | $157M | 2.78M | Q1 2026 |
| Yukon Wealth Management, Inc.$168M AUM | 1.67% | $3M | 49.6K | Q1 2026 |
| Red Tortoise LLC$240M AUM | 1.67% | $4M | 70.8K | Q1 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM | 1.66% | $6M | 102.6K | Q1 2026 |
| Axis Wealth Partners, LLC$188M AUM | 1.65% | $3M | 55.0K | Q1 2026 |
| Intergy Private Wealth, LLC$341M AUM | 1.65% | $6M | 99.3K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 1.60% | $8M | 149.4K | Q1 2026 |
| Topel & Distasi Wealth Management, LLC$193M AUM | 1.59% | $3M | 54.4K | Q1 2026 |
| INNEALTA CAPITAL, LLC$161M AUM | 1.57% | $3M | 44.8K | Q1 2026 |
| CAP Partners, LLC$177M AUM | 1.57% | $3M | 49.1K | Q1 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 1.56% | $2M | 33.3K | Q1 2026 |
| Tower Wealth Partners, Inc.$181M AUM | 1.54% | $3M | 50.7K | Q3 2025OLDER |
| Key FInancial Inc$562M AUM | 1.53% | $9M | 152.0K | Q1 2026 |
| Independent Wealth Network Inc.$337M AUM | 1.52% | $5M | 90.7K | Q1 2026 |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 1.51% | $6M | 99.1K | Q1 2026 |
| TritonPoint Partners, LLC$272M AUM | 1.51% | $4M | 72.6K | Q1 2026 |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 1.50% | $1M | 25.1K | Q1 2026 |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 1.47% | $3M | 46.0K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 1.43% | $19M | 328.7K | Q1 2026 |
| Hamilton Capital, LLC$1.9B AUM | 1.42% | $28M | 486.1K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 1.42% | $38M | 677.5K | Q1 2026 |
| JDM Financial Group LLC$259M AUM | 1.42% | $4M | 64.9K | Q1 2026 |
| Valpey Financial Services, LLC$154M AUM | 1.41% | $2M | 38.4K | Q1 2026 |
| Hutchinson Financial Advisors, INC$102M AUM | 1.41% | $1M | 25.9K | Q3 2025OLDER |
| Dakota Wealth Management$4.6B AUM | 1.40% | $65M | 1.15M | Q1 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 1.40% | $3M | 47.5K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 1.40% | $33M | 589.0K | Q1 2026 |
| SUMMIT INVESTMENT ADVISORS, INC.$121M AUM | 1.40% | $2M | 32.5K | Q2 2025OLDER |
| Priebe Wealth Holdings LLC$115M AUM | 1.36% | $2M | 30.1K | Q2 2025OLDER |
| Constellation Investments, Inc.$3.2B AUM | 1.34% | $40M | 712.0K | Q1 2026 |
| Ignite Planners, LLC$648M AUM | 1.32% | $9M | 151.2K | Q1 2026 |
| Roan Capital Partners$121M AUM | 1.31% | $1M | 25.0K | Q1 2026 |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 1.29% | $4M | 77.1K | Q1 2026 |
| GLR Partners, LLC$183M AUM | 1.28% | $2M | 41.5K | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 1.23% | $18M | 324.1K | Q1 2026 |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 1.23% | $2M | 34.7K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 1.19% | $42M | 738.8K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 1.18% | $17M | 305.4K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 1.17% | $4M | 69.7K | Q1 2026 |
| Better Money Decisions, LLC$165M AUM | 1.17% | $2M | 36.6K | Q2 2025OLDER |
| Friday Financial$373M AUM | 1.16% | $3M | 59.7K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 1.11% | $112M | 1.98M | Q1 2026 |
| Sunesis Advisors, LLC$221M AUM | 1.10% | $2M | 43.1K | Q1 2026 |
| Parkway Wealth Management Group, LLC$791M AUM | 1.10% | $9M | 149.4K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 1.10% | $203M | 3.59M | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 1.06% | $23M | 118.3K | Q1 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 1.06% | $4M | 73.4K | Q1 2026 |
| Oak Harvest Investment Services$958M AUM | 1.05% | $10M | 178.4K | Q1 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 1.04% | $9M | 163.9K | Q1 2026 |
| Wagner Wealth Management, Corp$111M AUM | 1.03% | $1M | 20.4K | Q1 2026 |
| Redwood Financial Network Corp$153M AUM | 1.03% | $2M | 27.8K | Q1 2026 |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 1.00% | $5M | 95.6K | Q1 2026 |
| FCG Investment Co$228M AUM | 0.99% | $2M | 40.1K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.99% | $24M | 431.8K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.99% | $27M | 479.8K | Q1 2026 |
| Global Financial Private Client, LLC$306M AUM | 0.99% | $3M | 53.3K | Q1 2026 |
| FF Advisors,LLC$247M AUM | 0.98% | $2M | 41.1K | Q1 2026 |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 0.98% | $1M | 22.9K | Q1 2026 |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.96% | $29M | 503.9K | Q1 2026 |
| Demars Financial Group, LLC$304M AUM | 0.96% | $3M | 51.3K | Q1 2026 |
| Wrenne Financial Planning LLC$255M AUM | 0.94% | $2M | 42.3K | Q1 2026 |
| Wealth Advisors Northwest LLC$238M AUM | 0.94% | $2M | 39.5K | Q1 2026 |
| Bensler, LLC$969M AUM | 0.94% | $9M | 160.3K | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.93% | $62M | 1.10M | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.92% | $29M | 501.2K | Q4 2025OLDER |
| My Personal CFO, LLC$228M AUM | 0.92% | $2M | 42.9K | Q3 2025OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.91% | $7M | 118.8K | Q1 2026 |
| Schrum Private Wealth Management LLC$131M AUM | 0.88% | $1M | 20.5K | Q1 2026 |
| Wambolt & Associates, LLC$297M AUM | 0.88% | $3M | 49.6K | Q2 2025OLDER |
| AA Financial Advisors, LLC$710M AUM | 0.87% | $6M | 108.7K | Q1 2026 |
| Facet Wealth, Inc.$5.8B AUM | 0.86% | $50M | 881.3K | Q1 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.86% | $8M | 137.5K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.85% | $31M | 544.9K | Q1 2026 |
| Foundation Wealth Management, LLC\PA$284M AUM | 0.85% | $2M | 42.4K | Q1 2026 |
| Asset Management Group, Inc.$619M AUM | 0.84% | $5M | 92.3K | Q1 2026 |
| Slagle Financial, LLC$303M AUM | 0.84% | $3M | 45.1K | Q1 2026 |
| Prism Advisors, Inc.$375M AUM | 0.83% | $3M | 55.2K | Q1 2026 |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.81% | $4M | 62.4K | Q1 2026 |
| Goldstone Financial Group, LLC$922M AUM | 0.81% | $7M | 132.1K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.81% | $21M | 366.7K | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.81% | $210M | 3.71M | Q1 2026 |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.80% | $12M | 213.4K | Q4 2025OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 0.80% | $2M | 38.5K | Q1 2026 |
| Vision Capital Management, Inc.$792M AUM | 0.80% | $6M | 112.0K | Q1 2026 |
| Sherman Wealth Management LLC$133M AUM | 0.80% | $928,778 | 16.4K | Q1 2026 |
| McAdam, LLC$2.2B AUM | 0.80% | $18M | 312.3K | Q1 2026 |
| VANCE WEALTH, LLC$346M AUM | 0.79% | $3M | 48.5K | Q1 2026 |
| NewSquare Capital LLC$1.2B AUM | 0.79% | $9M | 161.4K | Q1 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.79% | $32M | 563.1K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.78% | $33M | 591.2K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.77% | $2.9B | 51.50M | Q1 2026 |
| Optivise Advisory Services LLC$165M AUM | 0.77% | $1M | 22.5K | Q1 2026 |
| Elios Financial Group Inc.$220M AUM | 0.76% | $2M | 32.1K | Q2 2025OLDER |
| PSI Advisors, LLC$418M AUM | 0.75% | $3M | 55.6K | Q1 2026 |
| Occidental Asset Management, LLC$844M AUM | 0.74% | $6M | 110.9K | Q1 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.74% | $3M | 58.1K | Q1 2026 |
| American Investment Services, Inc.$448M AUM | 0.74% | $3M | 58.6K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.74% | $9M | 172.6K | Q2 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.73% | $156M | 2.76M | Q1 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 0.73% | $2M | 30.6K | Q1 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.72% | $3M | 53.3K | Q1 2026 |
| Weitzel Financial Services, Inc.$265M AUM | 0.72% | $2M | 33.5K | Q1 2026 |
| Cordatus Wealth Management LLC$420M AUM | 0.70% | $3M | 52.1K | Q1 2026 |
| RHS Financial, LLC$211M AUM | 0.70% | $1M | 26.0K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.70% | $55M | 965.5K | Q1 2026 |
| Asempa Wealth Advisors$115M AUM | 0.69% | $795,309 | 14.0K | Q1 2026 |
| Altman Advisors, Inc.$241M AUM | 0.69% | $2M | 144.4K | Q1 2026 |
| Graney & King, LLC$186M AUM | 0.69% | $1M | 22.5K | Q1 2026 |
| Summit Investment Advisory Services, LLC$269M AUM | 0.68% | $2M | 32.5K | Q1 2026 |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 0.68% | $866,919 | 15.3K | Q1 2026 |
| PAX Financial Group, LLC$586M AUM | 0.68% | $4M | 70.7K | Q1 2026 |
| Hills Bank & Trust Co$2.1B AUM | 0.68% | $14M | 248.7K | Q1 2026 |
| MKT Advisors LLC$322M AUM | 0.68% | $2M | 35.7K | Q1 2026 |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.68% | $3M | 53.9K | Q1 2026 |
| PFG Private Wealth Management, LLC$236M AUM | 0.68% | $2M | 27.4K | Q3 2025OLDER |
| American Money Management, LLC$632M AUM | 0.67% | $4M | 74.9K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.67% | $84M | 1.48M | Q1 2026 |
| Partners in Financial Planning$603M AUM | 0.66% | $4M | 70.2K | Q1 2026 |
| Lantern Wealth Advisors, LLC$195M AUM | 0.65% | $1M | 22.4K | Q1 2026 |
| River Street Advisors LLC$296M AUM | 0.65% | $2M | 34.0K | Q1 2026 |
| Fortis Capital Advisors, LLC$763M AUM | 0.65% | $5M | 87.6K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.65% | $19M | 329.5K | Q1 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.65% | $2M | 40.0K | Q1 2026 |
| IAG Wealth Partners, LLC$896M AUM | 0.64% | $6M | 102.0K | Q1 2026 |
| United Advisor Group, LLC$811M AUM | 0.64% | $5M | 92.2K | Q1 2026 |
| M3 Advisory Group, LLC$162M AUM | 0.64% | $1M | 18.4K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.64% | $35M | 621.5K | Q1 2026 |
| HICKORY ASSET MANAGEMENT, INC.$121M AUM | 0.64% | $770,812 | 14.7K | Q2 2025OLDER |
| Tyler-Stone Wealth Management$621M AUM | 0.63% | $4M | 75.3K | Q2 2025OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 0.62% | $2M | 28.1K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.62% | $235M | 4.16M | Q1 2026 |
| Vertex Planning Partners, LLC$515M AUM | 0.61% | $3M | 55.8K | Q1 2026 |
| Flagship Private Wealth, LLC$246M AUM | 0.61% | $2M | 26.6K | Q1 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 0.61% | $917,011 | 16.2K | Q1 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.61% | $3M | 45.7K | Q1 2026 |
| Quent Capital, LLC$1.4B AUM | 0.61% | $9M | 151.2K | Q1 2026 |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 0.60% | $1M | 24.1K | Q1 2026 |
| 4WEALTH ADVISORS, INC.$130M AUM | 0.58% | $683,841 | 12.3K | Q1 2026 |
| Forthright Family Wealth Advisory LLC$177M AUM | 0.58% | $948,522 | 17.1K | Q3 2025OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.57% | $4M | 76.1K | Q1 2026 |
| REDW Wealth LLC$251M AUM | 0.57% | $1M | 25.2K | Q1 2026 |
| Seaside Wealth Management, Inc.$356M AUM | 0.57% | $2M | 35.7K | Q1 2026 |
| WEALTH MANAGEMENT RESOURCES, INC.$287M AUM | 0.57% | $2M | 28.8K | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.56% | $18M | 320.0K | Q1 2026 |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.56% | $7M | 118.1K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.56% | $9M | 162.5K | Q1 2026 |
| GGM Financial LLC$217M AUM | 0.55% | $1M | 21.1K | Q1 2026 |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.55% | $21M | 377.6K | Q1 2026 |
| Fourth Dimension Wealth, LLC$264M AUM | 0.54% | $1M | 25.3K | Q1 2026 |
| Idaho Trust Co$308M AUM | 0.54% | $2M | 29.3K | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.53% | $13M | 229.3K | Q1 2026 |
| SPRING CAPITAL MANAGEMENT, LLC$198M AUM | 0.53% | $1M | 18.5K | Q1 2026 |
| LOWERY THOMAS, LLC$175M AUM | 0.53% | $920,869 | 16.3K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.53% | $26M | 461.9K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.52% | $5M | 84.5K | Q1 2026 |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.52% | $8M | 138.1K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.52% | $74M | 1.30M | Q1 2026 |
| Cadia Private Client LLC$123M AUM | 0.52% | $642,116 | 11.3K | Q1 2026 |
| CVFG LLC$804M AUM | 0.52% | $4M | 73.6K | Q1 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.51% | $8M | 141.5K | Q1 2026 |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.51% | $3M | 52.9K | Q1 2026 |
| KM Capital Management Ltd.$149M AUM | 0.51% | $757,787 | 12.6K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.51% | $14M | 255.3K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.49% | $3M | 47.8K | Q1 2026 |
| Towerpoint Wealth, LLC$289M AUM | 0.49% | $1M | 21.3K | Q1 2026 |
| Pinnacle Family Advisors, LLC$213M AUM | 0.48% | $1M | 19.4K | Q4 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.48% | $5M | 95.5K | Q1 2026 |
| Peak Wealth Management LLC$122M AUM | 0.48% | $587,074 | 10.4K | Q1 2026 |
| Coordinated Financial Services, Inc.$174M AUM | 0.48% | $838,240 | 14.8K | Q1 2026 |
| Cooper Financial Group$1.2B AUM | 0.48% | $5M | 84.0K | Q1 2026 |
| Alliance Private Wealth, LLC$288M AUM | 0.48% | $1M | 23.6K | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.48% | $3M | 60.4K | Q1 2026 |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.48% | $2M | 28.4K | Q1 2026 |
| Crescent Sterling, Ltd.$112M AUM | 0.48% | $492,133 | 8.7K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.48% | $8M | 138.4K | Q1 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM | 0.48% | $539,456 | 9.5K | Q1 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.46% | $2M | 27.0K | Q1 2026 |
| LeConte Wealth Management, LLC$155M AUM | 0.45% | $669,219 | 12.8K | Q2 2025OLDER |
| PMG Wealth Management, Inc.$139M AUM | 0.45% | $626,227 | 11.1K | Q1 2026 |
| WJ Wealth Management, LLC$214M AUM | 0.45% | $957,906 | 16.9K | Q1 2026 |
| Balefire, LLC$613M AUM | 0.45% | $2M | 41.9K | Q1 2026 |
| Able Wealth Management LLC$374M AUM | 0.44% | $880,310 | 16.8K | Q2 2025OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.44% | $2M | 39.2K | Q1 2026 |
| Emergent Wealth Advisors, LLC$169M AUM | 0.44% | $782,760 | 13.8K | Q4 2025OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.44% | $1M | 18.5K | Q1 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 0.44% | $788,726 | 13.9K | Q1 2026 |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.43% | $5M | 91.2K | Q3 2025OLDER |
| Dynamic Financial Group$122M AUM | 0.43% | $528,392 | 9.3K | Q1 2026 |
| Iron Horse Wealth Management, LLC$339M AUM | 0.43% | $1M | 27.9K | Q2 2025OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.43% | $2M | 27.0K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.43% | $25M | 439.2K | Q1 2026 |
| OakTrust Wealth Advisors, LLC$110M AUM | 0.42% | $464,007 | 8.2K | Q1 2026 |
| Faithward Advisors, LLC$701M AUM | 0.42% | $3M | 50.6K | Q3 2025OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.41% | $3M | 59.6K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.41% | $5M | 81.9K | Q1 2026 |
| Affinity Capital Advisors, LLC$810M AUM | 0.41% | $3M | 51.9K | Q1 2026 |
| Copley Financial Group, Inc.$166M AUM | 0.41% | $676,867 | 12.0K | Q1 2026 |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.41% | $2M | 42.0K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.41% | $23M | 402.6K | Q4 2025OLDER |
| E&G Advisors, LP$449M AUM | 0.41% | $2M | 32.2K | Q1 2026 |
| Liberty Atlantic Advisors LLC$117M AUM | 0.40% | $472,314 | 8.3K | Q1 2026 |
| TrueWealth Financial Partners$251M AUM | 0.40% | $483,338 | 8.5K | Q4 2025OLDER |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 0.39% | $481,438 | 8.5K | Q1 2026 |
| Inspire Advisors, LLC$1.2B AUM | 0.39% | $5M | 84.8K | Q1 2026 |
| Alpha Zero LLC$198M AUM | 0.39% | $770,054 | 13.6K | Q1 2026 |
| Integrity Wealth Partners, LLC$111M AUM | 0.39% | $428,749 | 7.6K | Q1 2026 |
| Barnes Wealth Management Group, Inc$197M AUM | 0.38% | $757,808 | 13.4K | Q1 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.38% | $2M | 34.2K | Q1 2026 |
| Colter Lewis Investment Partners LLC$106M AUM | 0.38% | $407,898 | 7.2K | Q1 2026 |
| Arbor Wealth Advisors LLC$164M AUM | 0.38% | $545,997 | 9.7K | Q1 2026 |
| ETF Store, Inc.$103M AUM | 0.38% | $385,485 | 6.8K | Q1 2026 |
| Castleview Partners, LLC$195M AUM | 0.37% | $720,433 | 12.7K | Q1 2026 |
| OBSIDIAN CIO, LLC$111M AUM | 0.37% | $3M | 50.8K | Q3 2025OLDER |
| Prospect Financial Services LLC$164M AUM | 0.37% | $603,419 | 10.7K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.37% | $5M | 88.9K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 0.37% | $3M | 48.2K | Q1 2026 |
| JMN Financial LLC$102M AUM | 0.37% | $371,459 | 6.6K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.36% | $11M | 201.9K | Q1 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC$122M AUM | 0.36% | $442,146 | 7.8K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.36% | $8M | 136.2K | Q3 2025OLDER |
| Mine & Arao Wealth Creation & Management, LLC.$238M AUM | 0.36% | $861,194 | 15.2K | Q1 2026 |
| WHITE PINE CAPITAL LLC$355M AUM | 0.36% | $1M | 22.7K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.36% | $48M | 845.7K | Q1 2026 |
| Ruggiero Investments, Inc.$103M AUM | 0.35% | $366,010 | 6.5K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.35% | $26M | 454.4K | Q1 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.35% | $2M | 40.1K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.35% | $1M | 3.7K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.35% | $5M | 82.4K | Q1 2026 |
| Bridgewealth Advisory Group, LLC$482M AUM | 0.35% | $2M | 29.6K | Q1 2026 |
| OPAL CAPITAL LLC$565M AUM | 0.34% | $1M | 13.7K | Q4 2025OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.34% | $8M | 137.1K | Q1 2026 |
| Cassilly Financial Group LLC$115M AUM | 0.34% | $393,858 | 7.0K | Q1 2026 |
| DAGCO, INC.$461M AUM | 0.34% | $2M | 27.7K | Q1 2026 |
| Scott Marsh Financial, LLC$270M AUM | 0.34% | $910,836 | 17.4K | Q2 2025OLDER |
| Key Capital Management, INC$151M AUM | 0.34% | $509,333 | 9.0K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.34% | $5M | 95.0K | Q1 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 0.33% | $5M | 83.3K | Q1 2026 |
| Financial Insights, Inc.$309M AUM | 0.33% | $1M | 17.8K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.33% | $160M | 2.82M | Q1 2026 |
| Sequent Planning LLC$414M AUM | 0.33% | $1M | 23.8K | Q1 2026 |
| South Shore Capital Advisors$137M AUM | 0.32% | $443,304 | 7.8K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.32% | $4M | 75.7K | Q1 2026 |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.32% | $1M | 26.0K | Q1 2026 |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.32% | $1M | 24.9K | Q1 2026 |
| JT Stratford LLC$786M AUM | 0.32% | $2M | 43.8K | Q1 2026 |
| Investments & Financial Planning, LLC$184M AUM | 0.31% | $578,088 | 10.2K | Q1 2026 |
| SWMG, LLC$350M AUM | 0.31% | $935,237 | 17.5K | Q2 2025OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.31% | $4M | 66.1K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.30% | $12M | 216.8K | Q1 2026 |
| LAVELLE CAPITAL LP$158M AUM | 0.30% | $475,500 | 8.4K | Q1 2026 |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 0.30% | $640,387 | 11.3K | Q1 2026 |
| Riverpoint Wealth Management Holdings, LLC$470M AUM | 0.30% | $1M | 24.8K | Q1 2026 |
| Valtrion Capital Management, LLC$106M AUM | 0.30% | $277,757 | 5.0K | Q3 2025OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.29% | $648,992 | 11.5K | Q1 2026 |
| Cascade Investment Advisors, Inc.$169M AUM | 0.29% | $490,549 | 8.7K | Q1 2026 |
| Fortune 45 LLC$205M AUM | 0.29% | $591,585 | 10.5K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.29% | $204M | 3.60M | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.28% | $3M | 55.8K | Q1 2026 |
| Advisor OS, LLC$1.4B AUM | 0.28% | $4M | 68.7K | Q1 2026 |
| PENNINGTON PARTNERS & CO., LLC$292M AUM | 0.28% | $807,001 | 14.3K | Q1 2026 |
| Private Advisory Group LLC$1.5B AUM | 0.28% | $4M | 74.2K | Q1 2026 |
| Costello Asset Management, INC$289M AUM | 0.27% | $788,617 | 13.9K | Q1 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 0.27% | $1M | 20.9K | Q1 2026 |
| Fortis Advisors, LLC$200M AUM | 0.27% | $496,305 | 8.7K | Q4 2025OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.27% | $3M | 57.2K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.27% | $19M | 330.1K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.27% | $22M | 383.9K | Q1 2026 |
| Reyes Financial Architecture, Inc.$179M AUM | 0.27% | $325,165 | 5.7K | Q1 2026 |
| Apollon Financial, LLC$723M AUM | 0.26% | $2M | 33.8K | Q1 2026 |
| NORDEN GROUP LLC$1.0B AUM | 0.26% | $3M | 48.1K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.26% | $24M | 421.8K | Q1 2026 |
| Daviman Financial, LLC$169M AUM | 0.26% | $438,665 | 7.8K | Q1 2026 |
| 626 Financial, LLC$224M AUM | 0.26% | $580,511 | 10.3K | Q1 2026 |
| Headland Capital, LLC$355M AUM | 0.26% | $912,933 | 16.1K | Q1 2026 |
| Valued Retirements, Inc.$102M AUM | 0.26% | $262,022 | 4.6K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.25% | $238M | 4.21M | Q1 2026 |
| MGB Wealth Management, LLC$350M AUM | 0.25% | $879,550 | 15.4K | Q4 2025OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.25% | $2M | 28.0K | Q3 2025OLDER |
| Brown Miller Wealth Management, LLC$397M AUM | 0.25% | $875,992 | 15.5K | Q1 2026 |
| Guardian Capital, LLC$105M AUM | 0.25% | $257,339 | 4.5K | Q1 2026 |
| FWG Investments, LLC.$157M AUM | 0.25% | $386,553 | 6.8K | Q1 2026 |
| ForthRight Wealth Management, LLC$353M AUM | 0.25% | $865,138 | 15.3K | Q1 2026 |
| PUREfi Wealth, LLC$153M AUM | 0.24% | $372,523 | 6.6K | Q1 2026 |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.24% | $329,296 | 5.8K | Q1 2026 |
| Tribridge Partners Financial LLC$242M AUM | 0.24% | $582,815 | 10.3K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.24% | $21M | 372.4K | Q1 2026 |
| Hegarty Advisors, LLC$127M AUM | 0.24% | $303,770 | 5.4K | Q1 2026 |
| Frisch Financial Group, Inc.$478M AUM | 0.24% | $1M | 20.1K | Q1 2026 |
| Alteri Wealth LLC$309M AUM | 0.23% | $724,612 | 12.8K | Q4 2025OLDER |
| CORDA Investment Management, LLC.$1.4B AUM | 0.23% | $3M | 60.0K | Q1 2026 |
| Mascagni Wealth Management, Inc.$140M AUM | 0.23% | $328,761 | 5.8K | Q1 2026 |
| Providence Financial Advisors, LLC$175M AUM | 0.23% | $234,240 | 4.1K | Q4 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.23% | $7M | 120.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.23% | $154M | 2.72M | Q1 2026 |
| Lifeworks Advisors, LLC$779M AUM | 0.22% | $2M | 30.5K | Q1 2026 |
| Commonwealth Financial Services, LLC$632M AUM | 0.22% | $1M | 24.6K | Q1 2026 |
| Johnson Wealth Management, LLC$207M AUM | 0.22% | $449,075 | 7.9K | Q1 2026 |
| Oath Planning, LLC$113M AUM | 0.22% | $243,255 | 4.3K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.