SPDR SERIES TRUST
CUSIP 78468R853
Spdr Series Trust has 991 institutional holders in Filings Flow’s 13F database, together reporting 212.81M shares worth $9.2B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Financial Engines Advisors L.L.C., and Morgan Stanley.
Institutional Holders
991
Q1 2026
Reported Value
$9.2B
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 |
|---|---|---|---|---|
| ABOUND FINANCIAL, LLC$229M AUM | 11.45% | $26M | 542.4K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 9.34% | $90M | 1.87M | Q1 2026OLDER |
| My Portfolio Guide, LLC$181M AUM | 8.99% | $16M | 336.5K | Q1 2026OLDER |
| Leicht Financial Planning & Wealth Management, Inc.$220M AUM | 8.25% | $18M | 376.6K | Q1 2026OLDER |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 7.86% | $14M | 285.1K | Q1 2026OLDER |
| Fortitude Financial, LLC$111M AUM | 7.17% | $9M | 203.8K | Q3 2025OLDER |
| MASON STREET ADVISORS, LLC$1.0B AUM | 6.26% | $64M | 1.33M | Q1 2026OLDER |
| Evernest Financial Advisors, LLC$481M AUM | 6.20% | $30M | 562.1K | Q1 2026OLDER |
| Collier Financial$131M AUM | 5.46% | $7M | 148.2K | Q1 2026OLDER |
| TPG Financial Advisors, LLC$307M AUM | 5.23% | $16M | 332.7K | Q1 2026OLDER |
| Montz Harcus Wealth Management LLC$248M AUM | 4.99% | $12M | 255.8K | Q1 2026OLDER |
| Compton Financial Group, LLC$453M AUM | 4.97% | $22M | 465.4K | Q1 2026OLDER |
| Carroll Advisory Group, LLC$258M AUM | 4.94% | $13M | 263.5K | Q1 2026OLDER |
| Strategic Financial Planning, Inc.$171M AUM | 4.76% | $8M | 178.4K | Q4 2025OLDER |
| Windsor Capital Management, LLC$385M AUM | 4.36% | $17M | 291.1K | Q2 2026 |
| TSG Advice Partners, LLC$667M AUM | 4.34% | $29M | 599.8K | Q1 2026OLDER |
| Roan Capital Partners$121M AUM | 4.26% | $5M | 89.0K | Q2 2026 |
| Peterson Wealth Advisors, LLC$752M AUM | 4.21% | $32M | 655.1K | Q1 2026OLDER |
| Private Wealth Group, LLC$259M AUM | 4.09% | $11M | 183.6K | Q2 2026 |
| AF Advisors, Inc.$181M AUM | 4.01% | $7M | 150.0K | Q1 2026OLDER |
| International City Management Association Retirement Corp$195M AUM | 4.00% | $8M | 161.7K | Q1 2026OLDER |
| Atlas Private Wealth Advisors$425M AUM | 3.98% | $17M | 349.9K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 3.93% | $12M | 251.2K | Q1 2026OLDER |
| Garrett Wealth Advisory Group, LLC$562M AUM | 3.93% | $22M | 457.3K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 3.56% | $20M | 413.9K | Q1 2026OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 3.49% | $4M | 74.7K | Q2 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6.8B AUM | 3.48% | $237M | 4.91M | Q1 2026OLDER |
| Leslie Global Wealth, LLC$190M AUM | 3.45% | $7M | 135.4K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 3.41% | $24M | 486.7K | Q1 2026OLDER |
| Millington Financial Advisors, LLC$237M AUM | 3.35% | $8M | 150.0K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 3.30% | $27M | 549.6K | Q1 2026OLDER |
| Shum Financial Group, Inc.$141M AUM | 3.29% | $5M | 96.3K | Q1 2026OLDER |
| Boston Standard Wealth Management, LLC$689M AUM | 3.16% | $22M | 376.8K | Q2 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 3.11% | $262M | 5.41M | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 3.01% | $24M | 503.7K | Q1 2026OLDER |
| Hofer & Associates. Inc$186M AUM | 2.99% | $6M | 115.1K | Q1 2026OLDER |
| RAINIER FAMILY WEALTH INC$149M AUM | 2.90% | $4M | 89.3K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 2.85% | $36M | 737.2K | Q1 2026OLDER |
| WRAPMANAGER INC$288M AUM | 2.81% | $8M | 167.2K | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 2.73% | $18M | 366.4K | Q1 2026OLDER |
| Financial Security Advisor, Inc.$544M AUM | 2.71% | $15M | 305.9K | Q1 2026OLDER |
| Hibernia Wealth Partners, LLC$338M AUM | 2.63% | $9M | 183.8K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 2.54% | $26M | 548.8K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 2.52% | $7M | 152.6K | Q3 2025OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 2.50% | $39M | 809.8K | Q1 2026OLDER |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 2.50% | $12M | 210.4K | Q2 2026 |
| RKL Wealth Management LLC$1.1B AUM | 2.48% | $28M | 570.3K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 2.43% | $33M | 682.9K | Q1 2026OLDER |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 2.40% | $47M | 963.9K | Q1 2026OLDER |
| Pachira Investments Inc.$214M AUM | 2.39% | $5M | 105.9K | Q1 2026OLDER |
| Aspire Capital Advisors LLC$444M AUM | 2.37% | $11M | 218.0K | Q1 2026OLDER |
| PRUDENT INVESTORS NETWORK, INC.$459M AUM | 2.32% | $11M | 221.0K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 2.32% | $37M | 774.1K | Q1 2026OLDER |
| 626 Financial, LLC$224M AUM | 2.27% | $5M | 105.2K | Q1 2026OLDER |
| RMR Capital Management, LLC$138M AUM | 2.15% | $3M | 61.6K | Q1 2026OLDER |
| Legend Financial Advisors, Inc.$155M AUM | 2.07% | $3M | 66.4K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 2.05% | $3M | 71.1K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 2.03% | $999M | 20.67M | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 2.02% | $9M | 180.7K | Q1 2026OLDER |
| ALPHA CAPITAL ADVISORS INC /ADV$105M AUM | 2.01% | $2M | 43.8K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 1.99% | $3M | 50.6K | Q2 2026 |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 1.99% | $4M | 85.2K | Q1 2026OLDER |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 1.99% | $3M | 52.3K | Q1 2026OLDER |
| WLTH Capital Management, LLC$156M AUM | 1.99% | $3M | 53.7K | Q2 2026 |
| Marathon Strategic Advisors, LLC$139M AUM | 1.95% | $3M | 56.3K | Q1 2026OLDER |
| Tandem Investment Partners LLC$118M AUM | 1.95% | $2M | 47.5K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 1.94% | $102M | 1.78M | Q2 2026 |
| SilverOak Wealth Management LLC$632M AUM | 1.92% | $12M | 251.7K | Q1 2026OLDER |
| Sherman Asset Management, Inc.$109M AUM | 1.90% | $2M | 42.8K | Q1 2026OLDER |
| LANDMARK WEALTH MANAGEMENT, INC.$265M AUM | 1.90% | $5M | 104.4K | Q1 2026OLDER |
| SEMITAM BONAM LLC$122M AUM | 1.89% | $2M | 47.8K | Q1 2026OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 1.85% | $13M | 277.1K | Q1 2026OLDER |
| Warren Street Wealth Advisors, LLC$393M AUM | 1.82% | $7M | 148.3K | Q1 2026OLDER |
| Sterling Investment Advisors, Ltd.$552M AUM | 1.81% | $10M | 80.4K | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 1.76% | $20M | 406.2K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 1.75% | $2M | 45.3K | Q4 2025OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 1.75% | $3M | 66.3K | Q1 2026OLDER |
| Destiny Capital Corp/CO$188M AUM | 1.73% | $3M | 67.1K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 1.72% | $18M | 376.3K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 1.72% | $16M | 321.7K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 1.71% | $13M | 270.0K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 1.68% | $10M | 214.5K | Q1 2026OLDER |
| 21 West Wealth Management LLC$108M AUM | 1.67% | $2M | 37.2K | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 1.65% | $21M | 429.8K | Q1 2026OLDER |
| Paulson Wealth Management Inc.$427M AUM | 1.61% | $7M | 142.2K | Q1 2026OLDER |
| AGH Wealth Advisors, LLC$136M AUM | 1.61% | $2M | 45.2K | Q1 2026OLDER |
| WEALTH MANAGEMENT RESOURCES, INC.$287M AUM | 1.56% | $4M | 92.8K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 1.55% | $4M | 65.0K | Q2 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 1.54% | $15M | 303.0K | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 1.49% | $13M | 237.3K | Q2 2026 |
| Dakota Wealth Management$4.6B AUM | 1.45% | $67M | 1.38M | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 1.40% | $83M | 1.73M | Q1 2026OLDER |
| CHARTER RESEARCH & INVESTMENT GROUP, INC.$150M AUM | 1.40% | $2M | 43.5K | Q1 2026OLDER |
| Coastwise Capital Group, LLC$180M AUM | 1.39% | $3M | 51.9K | Q1 2026OLDER |
| Northwest Wealth Advisors, LLC$140M AUM | 1.36% | $2M | 39.4K | Q1 2026OLDER |
| Clarus Wealth Advisors$235M AUM | 1.35% | $3M | 64.2K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 1.33% | $5M | 96.3K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 1.32% | $24M | 492.2K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 1.30% | $16M | 322.5K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 1.28% | $1M | 25.7K | Q1 2026OLDER |
| Gambit Capital Management, LLC$145M AUM | 1.26% | $2M | 38.0K | Q1 2026OLDER |
| G&S Capital LLC$285M AUM | 1.23% | $3M | 72.2K | Q1 2026OLDER |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 1.21% | $2M | 42.8K | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 1.21% | $5M | 108.9K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 1.19% | $16M | 335.0K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 1.18% | $30M | 617.0K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 1.15% | $8M | 172.3K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 1.15% | $27M | 567.6K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 1.15% | $7M | 146.6K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 1.14% | $15M | 313.5K | Q1 2026OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 1.14% | $8M | 161.5K | Q1 2026OLDER |
| Sage Financial Management Group, Inc.$325M AUM | 1.14% | $4M | 76.5K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 1.12% | $2M | 39.8K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 1.10% | $3M | 66.4K | Q1 2026OLDER |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 1.09% | $16M | 332.1K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 1.06% | $14M | 303.7K | Q4 2025OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 1.06% | $11M | 228.6K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 1.05% | $58M | 1.20M | Q1 2026OLDER |
| PECAUT & CO.$308M AUM | 1.05% | $3M | 66.9K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 1.00% | $4M | 91.8K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 0.99% | $4M | 83.3K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 0.99% | $4M | 92.2K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.98% | $7M | 150.3K | Q1 2026OLDER |
| South Shore Capital Advisors$137M AUM | 0.98% | $1M | 27.8K | Q1 2026OLDER |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 0.98% | $10M | 213.5K | Q1 2026OLDER |
| Orange Investment Advisors, Inc.$772M AUM | 0.96% | $7M | 153.3K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.96% | $12M | 258.2K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.92% | $2M | 44.1K | Q3 2025OLDER |
| XY Planning Network, Inc.$626M AUM | 0.91% | $6M | 117.4K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.91% | $2M | 45.1K | Q1 2026OLDER |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 0.91% | $3M | 55.5K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.89% | $3M | 53.3K | Q1 2026OLDER |
| Marmo Financial Group, LLC$202M AUM | 0.89% | $2M | 37.0K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.88% | $11M | 221.4K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.86% | $3M | 54.9K | Q1 2026OLDER |
| DDFG, Inc$464M AUM | 0.86% | $4M | 82.4K | Q1 2026OLDER |
| Kagan Cocozza Asset Management$142M AUM | 0.86% | $1M | 25.2K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.85% | $32M | 558.7K | Q2 2026 |
| Wealth Advisors of Iowa, LLC$323M AUM | 0.85% | $3M | 56.6K | Q1 2026OLDER |
| Bensler, LLC$969M AUM | 0.83% | $8M | 165.7K | Q1 2026OLDER |
| Amicus Financial Advisors, LLC$363M AUM | 0.80% | $3M | 60.1K | Q1 2026OLDER |
| RAELIPSKIE PARTNERSHIP$236M AUM | 0.78% | $2M | 38.2K | Q1 2026OLDER |
| Timmons Wealth Management, LLC$106M AUM | 0.78% | $821,278 | 17.0K | Q1 2026OLDER |
| Lee-Kelleher Wealth Management$168M AUM | 0.78% | $1M | 27.0K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.78% | $1M | 25.6K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.76% | $17M | 359.1K | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.76% | $6M | 121.5K | Q1 2026OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 0.75% | $18M | 382.3K | Q3 2025OLDER |
| Bluesphere Advisors LLC$281M AUM | 0.75% | $2M | 43.6K | Q1 2026OLDER |
| Aldebaran Financial Inc.$105M AUM | 0.75% | $785,587 | 16.3K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.74% | $3M | 60.5K | Q2 2026 |
| Ironwood Wealth Management, LLC.$349M AUM | 0.74% | $3M | 53.5K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.73% | $7M | 135.3K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.72% | $13M | 274.3K | Q1 2026OLDER |
| Troutman Wealth Management, LLC$120M AUM | 0.71% | $855,902 | 17.7K | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 0.70% | $2M | 31.9K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.70% | $3M | 64.2K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.70% | $839,399 | 17.4K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.67% | $3M | 62.9K | Q1 2026OLDER |
| Delta Wealth Advisors LLC$131M AUM | 0.67% | $876,232 | 18.1K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 0.66% | $10M | 175.0K | Q2 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM | 0.65% | $4M | 86.0K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 0.65% | $2M | 30.2K | Q1 2026OLDER |
| Fund Evaluation Group, LLC$3.3B AUM | 0.64% | $21M | 431.3K | Q1 2026OLDER |
| TKG Advisors, LLC$242M AUM | 0.64% | $2M | 31.9K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.63% | $3M | 51.8K | Q1 2026OLDER |
| Smith & Howard Wealth Management, LLC$462M AUM | 0.63% | $3M | 60.0K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.61% | $57M | 1.17M | Q1 2026OLDER |
| Shoker Investment Counsel, Inc.$337M AUM | 0.58% | $2M | 40.4K | Q1 2026OLDER |
| Stone Summit Wealth LLC$359M AUM | 0.58% | $2M | 43.1K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 0.58% | $819,331 | 17.0K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.57% | $4M | 81.7K | Q1 2026OLDER |
| MJP ASSOCIATES INC /ADV$824M AUM | 0.57% | $5M | 97.2K | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.57% | $4M | 76.7K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.57% | $1M | 27.6K | Q4 2025OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.57% | $9M | 178.2K | Q1 2026OLDER |
| TEXAS PERMANENT SCHOOL FUND CORP$2.7B AUM | 0.56% | $15M | 312.5K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 0.56% | $1M | 27.5K | Q1 2026OLDER |
| Lunt Capital Management, Inc.$260M AUM | 0.56% | $1M | 30.0K | Q1 2026OLDER |
| CONTINENTAL INVESTORS SERVICES, INC.$106M AUM | 0.55% | $581,258 | 10.9K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.54% | $886,628 | 18.3K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.53% | $3M | 60.4K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.53% | $4M | 88.7K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.53% | $811,776 | 16.8K | Q1 2026OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 0.53% | $62M | 1.29M | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 0.52% | $985,632 | 20.4K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 0.52% | $2M | 43.0K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.52% | $794,583 | 16.4K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.51% | $14M | 279.7K | Q2 2026 |
| Maia Wealth LLC$591M AUM | 0.51% | $3M | 62.2K | Q1 2026OLDER |
| Hancock Prospecting Pty Ltd$3.3B AUM | 0.50% | $17M | 342.8K | Q1 2026OLDER |
| Orin Green Financial, LLC$244M AUM | 0.50% | $1M | 25.0K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.49% | $927,649 | 19.2K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.49% | $685,033 | 14.2K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.49% | $4M | 61.2K | Q2 2026 |
| Sunflower Bank, N.A.$392M AUM | 0.49% | $2M | 39.6K | Q1 2026OLDER |
| Pinnacle Wealth Management, LLC$148M AUM | 0.48% | $717,867 | 15.5K | Q3 2025OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.48% | $6M | 117.1K | Q1 2026OLDER |
| Manhattan West Asset Management, LLC$511M AUM | 0.48% | $2M | 51.0K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.48% | $2M | 44.7K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.48% | $31M | 643.7K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.47% | $6M | 133.5K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.46% | $20M | 411.0K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.46% | $4M | 65.8K | Q2 2026 |
| Downshift Financial, LLC$193M AUM | 0.45% | $878,320 | 16.7K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 0.45% | $537,125 | 11.1K | Q2 2026 |
| Range Financial Group LLC$298M AUM | 0.44% | $1M | 27.4K | Q1 2026OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.44% | $1M | 28.6K | Q1 2026OLDER |
| CFM WEALTH PARTNERS LLC$667M AUM | 0.44% | $3M | 60.3K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.43% | $1M | 21.8K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.43% | $1M | 26.4K | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 0.43% | $645,114 | 13.4K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.41% | $518,474 | 10.7K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.41% | $1M | 25.8K | Q1 2026OLDER |
| Templeton & Phillips Capital Management, LLC$123M AUM | 0.41% | $498,614 | 10.3K | Q1 2026OLDER |
| Bank of Marin$137M AUM | 0.41% | $555,486 | 11.5K | Q1 2026OLDER |
| Valpey Financial Services, LLC$154M AUM | 0.40% | $614,760 | 12.7K | Q1 2026OLDER |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 0.40% | $609,702 | 12.6K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 0.39% | $809,178 | 17.3K | Q4 2025OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.38% | $862,296 | 18.6K | Q3 2025OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.38% | $430,097 | 8.9K | Q1 2026OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.37% | $2M | 33.5K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 0.37% | $2M | 37.0K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.37% | $1M | 30.2K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.37% | $21M | 391.2K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.36% | $10M | 203.6K | Q1 2026OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 0.36% | $548,675 | 11.4K | Q1 2026OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.36% | $948,214 | 16.4K | Q2 2026 |
| Integrity Wealth Solutions LLC$255M AUM | 0.36% | $923,365 | 19.1K | Q1 2026OLDER |
| Alliance Wealth Management Group$457M AUM | 0.36% | $2M | 33.8K | Q1 2026OLDER |
| Integrity Wealth Partners, LLC$111M AUM | 0.36% | $397,024 | 8.2K | Q1 2026OLDER |
| SWMG, LLC$350M AUM | 0.35% | $1M | 25.6K | Q1 2026OLDER |
| Goodman Financial Corp$582M AUM | 0.35% | $2M | 42.5K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.35% | $3M | 55.0K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 0.35% | $2M | 44.1K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.35% | $1M | 22.9K | Q1 2026OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 0.35% | $586,189 | 12.1K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 0.35% | $2M | 36.3K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.34% | $6M | 132.2K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.34% | $2M | 36.2K | Q2 2026 |
| Oath Planning, LLC$113M AUM | 0.34% | $382,308 | 7.9K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.34% | $928,611 | 19.2K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.33% | $4M | 92.3K | Q3 2025OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.33% | $1M | 24.7K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.33% | $3M | 70.9K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.33% | $3M | 66.5K | Q1 2026OLDER |
| Towercrest Capital Management$642M AUM | 0.33% | $2M | 43.4K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.33% | $711,744 | 14.7K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.32% | $423,042 | 8.8K | Q1 2026OLDER |
| McMill Wealth Management$376M AUM | 0.32% | $1M | 24.3K | Q4 2025OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.32% | $506,398 | 10.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.32% | $1.2B | 24.59M | Q1 2026OLDER |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 0.31% | $748,000 | 15.5K | Q1 2026OLDER |
| McNamara Financial Services, Inc.$528M AUM | 0.31% | $2M | 33.9K | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.31% | $2M | 43.7K | Q2 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.31% | $13M | 273.6K | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 0.31% | $2M | 38.5K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.30% | $3M | 55.6K | Q2 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.30% | $55M | 1.14M | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.30% | $22M | 457.7K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.30% | $4M | 78.0K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.29% | $4M | 78.6K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.29% | $46M | 970.5K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.29% | $14M | 240.7K | Q2 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.29% | $9M | 190.6K | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.29% | $36M | 747.1K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.29% | $30M | 613.1K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.29% | $353,562 | 7.4K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.29% | $6M | 119.3K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.29% | $594,239 | 12.3K | Q1 2026OLDER |
| Aureum Wealth Management, LLC$144M AUM | 0.29% | $413,528 | 8.6K | Q1 2026OLDER |
| Laraway Financial Advisors Inc$142M AUM | 0.29% | $408,163 | 8.4K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.29% | $9M | 160.4K | Q2 2026 |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 0.28% | $1M | 30.5K | Q1 2026OLDER |
| Armbruster Capital Management, Inc.$610M AUM | 0.28% | $2M | 35.7K | Q1 2026OLDER |
| Northwest Bancshares, Inc.$502M AUM | 0.28% | $1M | 29.3K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.28% | $1M | 22.9K | Q3 2025OLDER |
| UNIVEST FINANCIAL Corp$1.8B AUM | 0.28% | $5M | 103.2K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.28% | $2M | 51.6K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.28% | $4M | 84.2K | Q1 2026OLDER |
| Sherman Wealth Management LLC$133M AUM | 0.28% | $370,617 | 6.4K | Q2 2026 |
| Lebenthal Global Advisors, LLC$688M AUM | 0.28% | $2M | 39.4K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.28% | $511,754 | 10.6K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.27% | $3M | 51.9K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.27% | $7M | 121.8K | Q2 2026 |
| Navigation Group, LLC$427M AUM | 0.27% | $1M | 24.1K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 0.27% | $732,405 | 15.2K | Q1 2026OLDER |
| Brown Financial Advisory$202M AUM | 0.27% | $547,514 | 11.3K | Q1 2026OLDER |
| Colonial River Investments, LLC$279M AUM | 0.27% | $755,068 | 15.6K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 0.27% | $822,628 | 17.0K | Q1 2026OLDER |
| American Financial Advisors, LLC$750M AUM | 0.27% | $2M | 41.3K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.26% | $697,843 | 14.4K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.26% | $2M | 31.4K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.26% | $437,616 | 9.1K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.26% | $4M | 84.3K | Q1 2026OLDER |
| DELTEC ASSET MANAGEMENT LLC$545M AUM | 0.26% | $1M | 29.3K | Q1 2026OLDER |
| Seaside Wealth Management, Inc.$356M AUM | 0.26% | $923,093 | 19.1K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.26% | $13M | 273.6K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.26% | $590,760 | 12.2K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.26% | $5M | 93.3K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.26% | $630,286 | 13.0K | Q1 2026OLDER |
| Advance Capital Management, Inc.$2.6B AUM | 0.26% | $7M | 139.7K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.26% | $920,375 | 19.6K | Q4 2025OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.25% | $2M | 46.8K | Q1 2026OLDER |
| Red Mountain Financial, LLC$106M AUM | 0.25% | $270,465 | 5.6K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.25% | $664,690 | 13.8K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.25% | $1M | 20.8K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.25% | $280,449 | 5.8K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.25% | $2M | 49.8K | Q1 2026OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.24% | $711,654 | 14.7K | Q1 2026OLDER |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 0.24% | $262,912 | 5.7K | Q3 2025OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.24% | $5M | 95.2K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.24% | $10M | 201.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.24% | $3M | 55.9K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.24% | $36M | 738.8K | Q1 2026OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 0.24% | $303,579 | 6.3K | Q1 2026OLDER |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 0.24% | $427,910 | 8.9K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.24% | $1M | 22.2K | Q1 2026OLDER |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM | 0.23% | $446,847 | 9.2K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.23% | $861,159 | 17.8K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.23% | $12M | 238.3K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.23% | $1M | 26.6K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.23% | $42M | 868.4K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.23% | $4M | 76.8K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.22% | $794,188 | 16.4K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.22% | $330,026 | 6.8K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.22% | $6M | 122.1K | Q1 2026OLDER |
| Stegent Equity Advisors, Inc.$117M AUM | 0.22% | $259,527 | 5.4K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.22% | $3M | 60.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.22% | $47M | 969.2K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.21% | $657,018 | 13.6K | Q1 2026OLDER |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.21% | $716,599 | 14.8K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.21% | $3M | 63.5K | Q4 2025OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.21% | $364,103 | 7.5K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.21% | $14M | 299.8K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.21% | $6M | 127.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.21% | $12M | 249.3K | Q4 2025OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.21% | $616,454 | 12.8K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 0.20% | $776,537 | 16.1K | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.20% | $761,523 | 15.8K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.20% | $442,597 | 9.2K | Q1 2026OLDER |
| Legacy Wealth Management, LLC / MS$390M AUM | 0.20% | $755,946 | 16.1K | Q4 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.20% | $33M | 677.4K | Q1 2026OLDER |
| William Mack & Associates, Inc.$175M AUM | 0.20% | $350,803 | 7.3K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 0.20% | $473,741 | 9.8K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.20% | $2M | 45.4K | Q1 2026OLDER |
| ACT Advisors, LLC.$235M AUM | 0.20% | $462,249 | 9.6K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 0.19% | $392,168 | 8.1K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.19% | $3M | 71.5K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.19% | $553,525 | 11.5K | Q1 2026OLDER |
| Curry Webb Wealth Management LLC$202M AUM | 0.19% | $386,661 | 8.3K | Q2 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.19% | $6M | 124.3K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.19% | $206,906 | 4.3K | Q1 2026OLDER |
| Tilson Financial Group, Inc.$333M AUM | 0.19% | $628,813 | 13.0K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.19% | $2M | 51.4K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.19% | $3M | 52.6K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.18% | $621,444 | 12.9K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.18% | $256,005 | 5.3K | Q1 2026OLDER |
| TILIA FIDUCIARY PARTNERS, INC.$182M AUM | 0.18% | $326,931 | 6.8K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.18% | $180,379 | 3.7K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.18% | $360,563 | 7.5K | Q1 2026OLDER |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 0.18% | $942,115 | 16.3K | Q2 2026 |
| Blueprint Financial Advisors LLC$675M AUM | 0.18% | $1M | 24.7K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.18% | $540,314 | 11.2K | Q1 2026OLDER |
| EJMK Ventures LLC$179M AUM | 0.17% | $313,114 | 6.5K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.17% | $3M | 67.1K | Q1 2026OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 0.17% | $631,705 | 13.1K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.17% | $4M | 77.8K | Q1 2026OLDER |
| Stanich Group LLC$131M AUM | 0.17% | $225,461 | 4.7K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.17% | $673,765 | 13.9K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.17% | $3M | 58.6K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.17% | $695,953 | 14.4K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.17% | $2M | 36.1K | Q1 2026OLDER |
| PCA Investment Advisory Services Inc.$300M AUM | 0.17% | $475,382 | 10.1K | Q4 2025OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.17% | $334,002 | 6.9K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.17% | $258,292 | 5.5K | Q4 2025OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 0.16% | $279,205 | 5.8K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.16% | $782,408 | 16.2K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.16% | $1M | 30.6K | Q1 2026OLDER |
| Fox Financial, Inc$123M AUM | 0.16% | $202,577 | 4.3K | Q4 2025OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 0.16% | $2M | 33.9K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.16% | $452,737 | 9.4K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.16% | $734,222 | 15.2K | Q1 2026OLDER |
| Kensington Asset Management, LLC$1.8B AUM | 0.16% | $3M | 60.3K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.16% | $9M | 186.0K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.16% | $335,784 | 6.9K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.16% | $2M | 29.6K | Q2 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.16% | $3M | 61.0K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.16% | $5M | 97.7K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.15% | $19M | 402.0K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 0.15% | $201,884 | 4.2K | Q1 2026OLDER |
| MinichMacGregor Wealth Management, LLC$567M AUM | 0.15% | $786,061 | 17.0K | Q3 2025OLDER |
| MONEYWISE, INC.$229M AUM | 0.15% | $350,549 | 7.3K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 0.15% | $682,231 | 14.1K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.15% | $15M | 320.0K | Q1 2026OLDER |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 0.15% | $318,721 | 6.6K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.15% | $3M | 54.1K | Q1 2026OLDER |
| Alaska Wealth Advisors, LLC$833M AUM | 0.15% | $1M | 25.4K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.15% | $658,553 | 13.6K | Q1 2026OLDER |
| Elgethun Capital Management$605M AUM | 0.14% | $875,848 | 18.1K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.14% | $1M | 20.5K | Q2 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.14% | $9M | 188.7K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.14% | $69M | 1.44M | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.14% | $203,096 | 4.3K | Q4 2025OLDER |
| Plan A Wealth LLC$209M AUM | 0.14% | $293,399 | 6.1K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.14% | $3M | 61.3K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.14% | $207,776 | 4.3K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.14% | $4M | 78.5K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.14% | $186,805 | 3.9K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.14% | $336,928 | 7.0K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.13% | $3M | 62.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.13% | $92M | 1.90M | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 0.13% | $276,573 | 5.7K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.13% | $5M | 98.9K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.13% | $2M | 49.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.13% | $4M | 86.4K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.13% | $481,342 | 10.0K | Q1 2026OLDER |
| Madison Park Capital Advisors, LLC$140M AUM | 0.13% | $185,300 | 10.0K | Q2 2026 |
| Sunburst Financial Group, LLC$617M AUM | 0.13% | $809,385 | 14.0K | Q2 2026 |
| FIDELITY D & D BANCORP INC$249M AUM | 0.13% | $326,498 | 6.8K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.13% | $891,987 | 18.5K | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.13% | $392,938 | 8.1K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.13% | $2M | 50.8K | Q1 2026OLDER |
| MBE Wealth Management, LLC$241M AUM | 0.12% | $298,653 | 6.2K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.12% | $125 | 2.7K | Q4 2025OLDER |
| May Barnhard Investments LLC$206M AUM | 0.12% | $253,610 | 5.2K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.12% | $315,864 | 6.5K | Q1 2026OLDER |
| Counterweight Ventures, LLC$178M AUM | 0.12% | $216,908 | 4.5K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.12% | $549,467 | 11.4K | Q1 2026OLDER |
| Berman McAleer LLC$733M AUM | 0.12% | $889,185 | 18.4K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.12% | $383,974 | 9.4K | Q1 2026OLDER |
| Guardian Wealth Advisors, LLC$174M AUM | 0.12% | $210,530 | 4.4K | Q1 2026OLDER |
| Ketron Financial$279M AUM | 0.12% | $337,902 | 7.0K | Q1 2026OLDER |
| Main Line Retirement Advisors, LLC$200M AUM | 0.12% | $241,337 | 5.0K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.12% | $1M | 23.8K | Q1 2026OLDER |
| Optimist Retirement Group LLC$227M AUM | 0.12% | $268,674 | 5.6K | Q1 2026OLDER |
| VCI Wealth Management LLC$361M AUM | 0.12% | $425,409 | 8.8K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.12% | $16M | 326.4K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.12% | $10M | 213.2K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.12% | $382,694 | 7.9K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.12% | $5M | 93.4K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.11% | $3M | 64.0K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.11% | $3M | 63.8K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.11% | $340,518 | 7.0K | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.11% | $333,746 | 6.9K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.11% | $483,442 | 10.0K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.11% | $169,435 | 2.9K | Q2 2026 |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.11% | $3M | 58.4K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.11% | $694,924 | 12.1K | Q2 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.11% | $1M | 30.5K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.11% | $114,930 | 2.8K | Q2 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.11% | $3M | 68.8K | Q1 2026OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 0.11% | $434,576 | 7.5K | Q2 2026 |
| ARS Investment Partners, LLC$2.3B AUM | 0.11% | $2M | 43.1K | Q2 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 0.11% | $507,973 | 10.5K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.11% | $521,228 | 10.8K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.11% | $7M | 143.9K | Q1 2026OLDER |
| Bernard Wealth Management Corp.$234M AUM | 0.11% | $251,361 | 5.2K | Q1 2026OLDER |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 0.11% | $1M | 25.6K | Q4 2025OLDER |
| BCS Wealth Management$490M AUM | 0.11% | $521,614 | 10.8K | Q1 2026OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 0.11% | $385,352 | 8.0K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.11% | $6M | 118.4K | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 0.11% | $203,862 | 4.2K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.10% | $4M | 90.9K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.10% | $7M | 146.7K | Q1 2026OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.10% | $2M | 34.6K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.10% | $664,694 | 13.1K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.10% | $272,926 | 5.6K | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 0.10% | $232,029 | 4.4K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 0.10% | $488,374 | 10.1K | Q1 2026OLDER |
| Second Line Capital, LLC$528M AUM | 0.10% | $533,030 | 10.0K | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 0.10% | $537,028 | 11.1K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.10% | $1M | 24.2K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.10% | $10M | 207.7K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.10% | $3M | 51.8K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.10% | $144,175 | 2.5K | Q2 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM | 0.10% | $336,300 | 7.0K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.10% | $1M | 22.1K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.09% | $566,150 | 11.7K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 0.09% | $298,154 | 5.2K | Q2 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.09% | $3M | 70.5K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.09% | $3M | 55.4K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.09% | $418,294 | 7.3K | Q2 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.09% | $537,556 | 11.1K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.09% | $122,491 | 2.5K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.09% | $355,394 | 7.4K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.09% | $2M | 34.4K | Q1 2026OLDER |
| Mengis Capital Management, Inc.$581M AUM | 0.09% | $540,314 | 11.2K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.09% | $2M | 50.7K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.09% | $720,113 | 14.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.09% | $135M | 2.80M | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.09% | $206,907 | 4.3K | Q1 2026OLDER |
| HORAN Wealth, LLC$1.1B AUM | 0.09% | $952,211 | 20.3K | Q1 2026OLDER |
| MAYPORT, LLC$538M AUM | 0.09% | $483,200 | 10.0K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 0.09% | $612,214 | 12.7K | Q1 2026OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.09% | $486,969 | 10.4K | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.09% | $103,382 | 2.2K | Q4 2025OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.09% | $361,965 | 7.5K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.09% | $2M | 35.8K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.09% | $4M | 73.8K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.