SCHWAB STRATEGIC TR
CUSIP 808524755
Schwab Strategic Tr has 808 institutional holders in Filings Flow’s 13F database, together reporting 312.03M shares worth $15.0B as of Q1 2026. The largest reported holders are Charles Schwab Investment Management Inc, Wealth Enhancement Advisory Services, LLC, and Regions Financial Corp.
Institutional Holders
808
Q1 2026
Reported Value
$15.0B
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 |
|---|---|---|---|---|
| Mountain Capital Investment Advisors Inc.$674M AUM | 22.00% | $148M | 2.91M | Q1 2026OLDER |
| Strata Wealth Advisors, LLC$365M AUM | 15.84% | $58M | 1.18M | Q1 2026OLDER |
| Boulay Financial Advisors, LLC$871M AUM | 15.30% | $133M | 2.73M | Q1 2026OLDER |
| Sound Portfolio Advisors, LLC$123M AUM | 15.26% | $19M | 383.9K | Q1 2026OLDER |
| JHP Wealth Management, LLC$105M AUM | 15.17% | $16M | 324.3K | Q1 2026OLDER |
| Verde Capital Management$468M AUM | 10.38% | $49M | 992.3K | Q1 2026OLDER |
| Latko Wealth Management, Ltd.$205M AUM | 9.82% | $20M | 411.8K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 9.29% | $22M | 456.2K | Q1 2026OLDER |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 9.20% | $27M | 554.2K | Q1 2026OLDER |
| Barry Investment Advisors, LLC$478M AUM | 9.10% | $44M | 824.7K | Q2 2026 |
| MFA WEALTH ADVISORS, LLC$508M AUM | 8.69% | $44M | 902.9K | Q1 2026OLDER |
| Solitude Financial Services$338M AUM | 8.68% | $29M | 570.3K | Q1 2026OLDER |
| Prairiewood Capital, LLC$346M AUM | 7.94% | $27M | 561.5K | Q1 2026OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 7.84% | $20M | 413.7K | Q1 2026OLDER |
| J.E. Simmons & Co., P.C.$150M AUM | 7.72% | $12M | 236.0K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 7.15% | $11M | 223.4K | Q1 2026OLDER |
| Capital Advantage, Inc.$765M AUM | 7.07% | $54M | 1.11M | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 6.96% | $66M | 1.35M | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 6.91% | $51M | 1.05M | Q1 2026OLDER |
| KRM WEALTH MANAGEMENT L.L.C.$192M AUM | 6.57% | $13M | 257.9K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 6.34% | $13M | 262.9K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 6.30% | $32M | 653.5K | Q1 2026OLDER |
| CAPITAL WEALTH MANAGEMENT, LLC$416M AUM | 6.03% | $25M | 475.4K | Q2 2026 |
| Opes Wealth Management LLC$609M AUM | 5.74% | $35M | 713.9K | Q1 2026OLDER |
| Seven Springs Wealth Group, LLC$432M AUM | 5.72% | $25M | 505.9K | Q1 2026OLDER |
| Nadler Financial Group, Inc.$1.0B AUM | 5.38% | $56M | 1.14M | Q1 2026OLDER |
| Johnson Bixby & Associates, LLC$806M AUM | 5.31% | $43M | 875.6K | Q1 2026OLDER |
| Arlington Financial Advisors, LLC$702M AUM | 5.30% | $37M | 759.9K | Q1 2026OLDER |
| Canandaigua National Trust Co of Florida$125M AUM | 5.26% | $7M | 134.0K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 5.22% | $56M | 1.14M | Q1 2026OLDER |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 5.02% | $11M | 217.3K | Q1 2026OLDER |
| William Mack & Associates, Inc.$175M AUM | 5.00% | $9M | 178.7K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 4.93% | $32M | 644.4K | Q1 2026OLDER |
| Flatrock Wealth Partners LLC$208M AUM | 4.85% | $10M | 223.5K | Q1 2026OLDER |
| Williams Financial, LLC$172M AUM | 4.82% | $8M | 169.1K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 4.81% | $5M | 102.0K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 4.70% | $53M | 1.07M | Q1 2026OLDER |
| Timmons Wealth Management, LLC$106M AUM | 4.70% | $5M | 101.3K | Q1 2026OLDER |
| Cooke Wealth Management, LLC$113M AUM | 4.68% | $5M | 108.0K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 4.51% | $54M | 1.01M | Q2 2026 |
| Maia Wealth LLC$591M AUM | 4.46% | $26M | 539.1K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 4.39% | $7M | 139.2K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 4.38% | $9M | 189.0K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 4.37% | $21M | 436.7K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 4.33% | $5M | 93.2K | Q2 2026 |
| Oath Planning, LLC$113M AUM | 4.23% | $5M | 97.3K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 4.17% | $10M | 203.8K | Q1 2026OLDER |
| Sound Stewardship, LLC$218M AUM | 4.06% | $9M | 181.2K | Q1 2026OLDER |
| BFI Wealth Solutions, LLC$104M AUM | 4.00% | $4M | 84.0K | Q1 2026OLDER |
| Northland Capital Management LLC$183M AUM | 3.99% | $7M | 149.0K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 3.98% | $74M | 1.51M | Q1 2026OLDER |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 3.87% | $14M | 276.6K | Q1 2026OLDER |
| Shilanski & Associates, Inc.$376M AUM | 3.85% | $14M | 336.9K | Q3 2025OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 3.84% | $15M | 299.5K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 3.81% | $52M | 1.07M | Q1 2026OLDER |
| ACCESS FINANCIAL SERVICES, INC.$282M AUM | 3.75% | $11M | 216.2K | Q1 2026OLDER |
| MOLLER WEALTH PARTNERS$507M AUM | 3.73% | $19M | 385.8K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 3.70% | $19M | 398.2K | Q1 2026OLDER |
| Your Advocates Ltd., LLP$328M AUM | 3.68% | $12M | 246.6K | Q1 2026OLDER |
| Auto-Owners Insurance Co$4.8B AUM | 3.66% | $175M | 3.64M | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 3.50% | $7M | 133.7K | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 3.44% | $19M | 390.0K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 3.39% | $7M | 138.1K | Q1 2026OLDER |
| Charles Schwab Trust Co$1.5B AUM | 3.27% | $50M | 1.03M | Q1 2026OLDER |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 3.12% | $27M | 553.8K | Q1 2026OLDER |
| MorganRosel Wealth Management, LLC$254M AUM | 3.00% | $8M | 155.3K | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 2.99% | $9M | 190.5K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 2.96% | $14M | 274.4K | Q2 2026 |
| Guardian Financial Partners, LLC$237M AUM | 2.96% | $7M | 143.2K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 2.94% | $452M | 9.25M | Q1 2026OLDER |
| Unison Advisors LLC$1.3B AUM | 2.93% | $39M | 788.2K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 2.76% | $6M | 122.2K | Q1 2026OLDER |
| Brightwater Advisory LLC$151M AUM | 2.72% | $4M | 84.0K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 2.58% | $14M | 279.6K | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 2.56% | $14M | 284.2K | Q1 2026OLDER |
| Traub Capital Management LLC$101M AUM | 2.54% | $3M | 52.3K | Q1 2026OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 2.38% | $24M | 451.3K | Q2 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 2.30% | $11M | 222.2K | Q1 2026OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 2.23% | $14M | 280.9K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 2.14% | $12M | 242.8K | Q1 2026OLDER |
| Mendel Capital Management LLC$199M AUM | 2.03% | $4M | 82.6K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 1.93% | $17M | 342.3K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 1.88% | $7M | 139.2K | Q1 2026OLDER |
| Lakewood Asset Management LLC$156M AUM | 1.85% | $3M | 59.1K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 1.83% | $9M | 180.0K | Q1 2026OLDER |
| Bristlecone Value Partners, LLC$114M AUM | 1.82% | $2M | 42.3K | Q1 2026OLDER |
| Cornerstone Wealth, LLC/TN$178M AUM | 1.79% | $3M | 62.4K | Q1 2026OLDER |
| BlueSky Wealth Advisors, LLC$777M AUM | 1.77% | $14M | 281.4K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 1.76% | $10M | 202.4K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 1.76% | $4M | 73.9K | Q1 2026OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 1.75% | $9M | 175.0K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 1.73% | $73M | 1.49M | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 1.72% | $7M | 133.1K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 1.72% | $24M | 492.8K | Q1 2026OLDER |
| Directional Asset Management$109M AUM | 1.69% | $2M | 37.8K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 1.66% | $5M | 96.3K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 1.65% | $31M | 640.3K | Q1 2026OLDER |
| Nvest Wealth Strategies, Inc.$143M AUM | 1.63% | $2M | 47.6K | Q1 2026OLDER |
| Lunt Capital Management, Inc.$260M AUM | 1.60% | $4M | 85.2K | Q1 2026OLDER |
| RF&L WEALTH MANAGEMENT, LLC$134M AUM | 1.57% | $2M | 43.0K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 1.54% | $14M | 290.9K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 1.53% | $6M | 132.8K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 1.51% | $18M | 370.2K | Q1 2026OLDER |
| DAHRING | CUSMANO LLC$163M AUM | 1.49% | $2M | 49.4K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 1.47% | $16M | 336.1K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 1.47% | $36M | 734.1K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 1.47% | $12M | 241.3K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 1.45% | $3M | 57.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 1.44% | $708M | 14.59M | Q1 2026OLDER |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 1.44% | $2M | 44.4K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 1.42% | $38M | 769.6K | Q1 2026OLDER |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 1.42% | $2M | 43.1K | Q1 2026OLDER |
| Lee Financial Co$709M AUM | 1.40% | $10M | 203.5K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 1.39% | $3M | 59.3K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 1.34% | $43M | 821.7K | Q2 2026 |
| Ciovacco Capital Management LLC$172M AUM | 1.31% | $2M | 45.9K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 1.31% | $2M | 45.6K | Q4 2025OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 1.31% | $2M | 40.1K | Q1 2026OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 1.23% | $4M | 77.8K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 1.17% | $1M | 27.4K | Q2 2026 |
| BETO FINANCIAL GROUP, LLC$171M AUM | 1.16% | $2M | 38.0K | Q1 2026OLDER |
| Boyce & Associates Wealth Consulting, Inc.$132M AUM | 1.16% | $2M | 31.3K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 1.14% | $40M | 759.5K | Q2 2026 |
| LongView Wealth Management$398M AUM | 1.11% | $4M | 85.6K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 1.09% | $1M | 30.8K | Q3 2025OLDER |
| Quantum Portfolio Management LLC$230M AUM | 1.08% | $2M | 50.5K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 1.07% | $7.0B | 143.03M | Q1 2026OLDER |
| Richard P Slaughter Associates Inc$463M AUM | 1.04% | $5M | 98.7K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 1.04% | $6M | 115.4K | Q1 2026OLDER |
| Phil A. Younker & Associates, Ltd.$150M AUM | 1.03% | $2M | 31.5K | Q1 2026OLDER |
| Haven Private, LLC$230M AUM | 1.03% | $2M | 48.1K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 1.00% | $5M | 100.1K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 1.00% | $10M | 204.7K | Q1 2026OLDER |
| Wealth Advisory Team LLC$113M AUM | 0.97% | $1M | 24.4K | Q4 2025OLDER |
| Pacific Park Financial, Inc.$153M AUM | 0.92% | $1M | 28.9K | Q1 2026OLDER |
| Carter Financial, LLC$115M AUM | 0.91% | $1M | 21.4K | Q1 2026OLDER |
| Financial Synergies Wealth Advisors, Inc.$1.0B AUM | 0.90% | $9M | 192.7K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.88% | $28M | 580.6K | Q1 2026OLDER |
| Archvest Wealth Advisors, Inc.$155M AUM | 0.87% | $1M | 27.4K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.86% | $2M | 53.9K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.86% | $2M | 50.9K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.84% | $7M | 136.4K | Q1 2026OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 0.82% | $10M | 197.3K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.80% | $3M | 63.3K | Q2 2026 |
| Dupree Financial Group, LLC$248M AUM | 0.77% | $2M | 39.0K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.77% | $12M | 244.1K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.76% | $9M | 191.3K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.75% | $2M | 46.6K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.75% | $3M | 71.4K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.74% | $6M | 128.5K | Q1 2026OLDER |
| Aspiring Ventures, LLC$330M AUM | 0.72% | $2M | 48.5K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.71% | $31M | 623.7K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.69% | $1M | 27.3K | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 0.68% | $2M | 46.0K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.67% | $2M | 33.1K | Q1 2026OLDER |
| Auxano Advisors, LLC$501M AUM | 0.66% | $3M | 68.0K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.65% | $2M | 51.7K | Q4 2025OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.65% | $10M | 213.0K | Q2 2026 |
| Swisher Financial Concepts, Inc.$179M AUM | 0.64% | $1M | 23.5K | Q1 2026OLDER |
| Red Mountain Financial, LLC$106M AUM | 0.64% | $680,316 | 13.9K | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.63% | $7M | 148.4K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.63% | $1M | 22.1K | Q4 2025OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.62% | $3M | 54.9K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 0.62% | $1M | 26.7K | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.61% | $3M | 60.7K | Q1 2026OLDER |
| Argos Wealth Advisors, LLC$348M AUM | 0.61% | $2M | 43.5K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.61% | $2M | 38.3K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.61% | $4M | 76.5K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 0.59% | $1M | 29.5K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.59% | $398,349 | 8.8K | Q4 2025OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.56% | $10M | 198.9K | Q1 2026OLDER |
| Bulwark Capital Corp$178M AUM | 0.56% | $987,878 | 18.7K | Q2 2026 |
| WARNER FINANCIAL, INC$340M AUM | 0.55% | $2M | 35.4K | Q2 2026 |
| Curtis Advisory Group, LLC$464M AUM | 0.55% | $3M | 52.0K | Q1 2026OLDER |
| Estate Counselors, LLC$1.1B AUM | 0.54% | $6M | 124.6K | Q1 2026OLDER |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 0.53% | $907,615 | 18.5K | Q1 2026OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.53% | $2M | 38.6K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.52% | $4M | 82.8K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.52% | $4M | 76.9K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.52% | $537,936 | 11.0K | Q1 2026OLDER |
| Perissos Private Wealth Management, LLC$115M AUM | 0.51% | $586,664 | 12.0K | Q1 2026OLDER |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 0.51% | $974,098 | 19.9K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.49% | $20M | 398.8K | Q1 2026OLDER |
| Gambit Capital Management, LLC$145M AUM | 0.48% | $701,509 | 14.3K | Q1 2026OLDER |
| EQ WEALTH ADVISORS, LLC$171M AUM | 0.48% | $818,454 | 16.7K | Q1 2026OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 0.48% | $4M | 94.7K | Q4 2025OLDER |
| Carrera Capital Advisors$649M AUM | 0.47% | $3M | 62.3K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 0.47% | $1M | 21.4K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.47% | $2M | 29.5K | Q2 2026 |
| First County Bank /CT/$213M AUM | 0.46% | $973,528 | 18.5K | Q2 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.45% | $52M | 1.07M | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.45% | $6M | 109.7K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.43% | $2M | 37.6K | Q2 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.43% | $24M | 482.2K | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.41% | $3M | 53.3K | Q1 2026OLDER |
| Frankly Finances, LLC$110M AUM | 0.41% | $450,841 | 9.2K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.41% | $1M | 25.1K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.40% | $4M | 72.2K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.40% | $20M | 452.3K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.40% | $538,621 | 11.0K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.40% | $7M | 149.6K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.40% | $1M | 23.2K | Q1 2026OLDER |
| Seed Wealth Management, Inc.$145M AUM | 0.39% | $564,163 | 11.5K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.39% | $1M | 30.5K | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$169M AUM | 0.39% | $655,173 | 13.4K | Q1 2026OLDER |
| Tumwater Wealth Management, LLC$249M AUM | 0.39% | $957,609 | 19.6K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.39% | $2M | 33.0K | Q1 2026OLDER |
| Heirloom Wealth Management$555M AUM | 0.38% | $2M | 42.6K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.38% | $19M | 389.9K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.37% | $13M | 267.8K | Q1 2026OLDER |
| True North Advisors, LLC$877M AUM | 0.37% | $3M | 66.0K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.36% | $606,585 | 12.4K | Q1 2026OLDER |
| Downshift Financial, LLC$193M AUM | 0.36% | $698,299 | 13.7K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.36% | $655,564 | 13.4K | Q1 2026OLDER |
| Crescent Sterling, Ltd.$112M AUM | 0.35% | $395,594 | 7.5K | Q2 2026 |
| Clarity Capital Advisors, LLC$215M AUM | 0.35% | $741,744 | 15.2K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.35% | $198M | 4.04M | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.34% | $1M | 20.3K | Q2 2026 |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.34% | $662,268 | 13.5K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.34% | $3M | 57.1K | Q1 2026OLDER |
| KEYVANTAGE WEALTH, LLC$227M AUM | 0.34% | $762,770 | 15.6K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.34% | $741,078 | 17.3K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.33% | $1M | 24.2K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.33% | $714,427 | 14.6K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.33% | $11M | 214.8K | Q1 2026OLDER |
| William Howard & Co Financial Advisors Inc$129M AUM | 0.32% | $415,004 | 7.9K | Q2 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.32% | $983,292 | 20.1K | Q1 2026OLDER |
| Davidson Kahn Capital Management, LLC$188M AUM | 0.32% | $593,068 | 12.1K | Q1 2026OLDER |
| Asio Capital, LLC$712M AUM | 0.31% | $2M | 45.7K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.31% | $608,165 | 11.5K | Q2 2026 |
| Opus Financial Solutions LLC$106M AUM | 0.31% | $328,125 | 6.7K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.31% | $468,694 | 10.9K | Q3 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.30% | $7M | 140.2K | Q1 2026OLDER |
| PCA Investment Advisory Services Inc.$300M AUM | 0.30% | $907,942 | 18.6K | Q1 2026OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.30% | $2M | 36.5K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.30% | $3M | 53.2K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.29% | $4M | 75.1K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.28% | $3M | 52.6K | Q1 2026OLDER |
| Lion Street Advisors, LLC$289M AUM | 0.28% | $818,647 | 24.4K | Q3 2025OLDER |
| Skyline Advisors, Inc.$287M AUM | 0.27% | $784,886 | 16.0K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.27% | $2M | 32.0K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.27% | $58M | 1.18M | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.27% | $547,478 | 11.2K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.27% | $921,877 | 20.4K | Q4 2025OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 0.26% | $3M | 52.5K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.26% | $382,881 | 7.8K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 0.25% | $2M | 44.7K | Q2 2026 |
| 5T Wealth, LLC$253M AUM | 0.25% | $642,304 | 13.1K | Q1 2026OLDER |
| STUART INVESTMENT ADVISORS, INC.$229M AUM | 0.25% | $580,065 | 11.9K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 0.25% | $596,995 | 12.2K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.25% | $720,606 | 14.7K | Q1 2026OLDER |
| Nearwater Capital Markets, Ltd$4.2B AUM | 0.25% | $10M | 214.0K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.25% | $341,531 | 7.0K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 0.24% | $457,218 | 8.7K | Q2 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.24% | $2M | 32.6K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.24% | $51M | 1.04M | Q1 2026OLDER |
| McCartney Wealth Management LLC$119M AUM | 0.23% | $272,556 | 5.6K | Q1 2026OLDER |
| EWG Elevate Inc.$320M AUM | 0.23% | $733,028 | 17.1K | Q3 2025OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.23% | $999,151 | 20.4K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.23% | $1M | 29.0K | Q1 2026OLDER |
| Stone Summit Wealth LLC$359M AUM | 0.22% | $805,143 | 16.5K | Q1 2026OLDER |
| Pacific Capital Wealth Advisors, Inc.$663M AUM | 0.22% | $1M | 28.1K | Q2 2026 |
| GatePass Capital, LLC$214M AUM | 0.22% | $477,606 | 9.8K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.21% | $229,775 | 4.7K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.21% | $1M | 27.5K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.20% | $5M | 102.9K | Q2 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.20% | $1M | 28.9K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.20% | $593,815 | 12.1K | Q1 2026OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 0.20% | $368,883 | 7.5K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.20% | $2M | 31.5K | Q1 2026OLDER |
| 6th Street Advisors, LLC$159M AUM | 0.20% | $310,020 | 6.3K | Q1 2026OLDER |
| Wealth Forward, LLC$177M AUM | 0.19% | $345,201 | 7.1K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.19% | $732,385 | 15.0K | Q1 2026OLDER |
| Lauterbach Financial Advisors, LLC$205M AUM | 0.19% | $390,266 | 8.0K | Q1 2026OLDER |
| Fortune Financial Group, Inc.$111M AUM | 0.19% | $210,546 | 4.3K | Q1 2026OLDER |
| Manuka Financial, LLC$162M AUM | 0.19% | $304,051 | 6.2K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.19% | $17M | 345.6K | Q1 2026OLDER |
| Plan A Wealth LLC$209M AUM | 0.19% | $390,217 | 8.0K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.18% | $299M | 6.12M | Q1 2026OLDER |
| Triangle Securities Wealth Management$441M AUM | 0.18% | $799,875 | 16.3K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.18% | $3M | 58.9K | Q1 2026OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.18% | $8M | 156.9K | Q1 2026OLDER |
| Clarkston Capital Partners, LLC$1.3B AUM | 0.18% | $2M | 47.0K | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SO DAK$207M AUM | 0.17% | $361,788 | 7.4K | Q1 2026OLDER |
| G2 CAPITAL MANAGEMENT, LLC / OH$411M AUM | 0.17% | $713,400 | 14.6K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 0.17% | $1M | 21.6K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.17% | $3M | 60.7K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.17% | $29M | 599.3K | Q1 2026OLDER |
| VAN DEN BERG MANAGEMENT I, INC$436M AUM | 0.16% | $718,977 | 14.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.16% | $11M | 229.2K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 0.16% | $1M | 20.6K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.16% | $1M | 27.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.16% | $8M | 159.8K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.16% | $1M | 29.6K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.16% | $191,569 | 3.9K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.16% | $3M | 52.0K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 0.16% | $4M | 80.7K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.16% | $402,498 | 8.2K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.16% | $1M | 28.1K | Q1 2026OLDER |
| ADE, LLC$209M AUM | 0.16% | $325,531 | 6.7K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.15% | $9M | 182.8K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.15% | $4M | 85.5K | Q1 2026OLDER |
| Francis Financial, Inc.$539M AUM | 0.15% | $814,873 | 16.7K | Q1 2026OLDER |
| Coastwise Capital Group, LLC$180M AUM | 0.15% | $272,029 | 5.6K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.15% | $3M | 64.8K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.15% | $8M | 166.6K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.15% | $4M | 83.0K | Q1 2026OLDER |
| Caerus Investment Advisors, LLC$240M AUM | 0.15% | $355,734 | 7.3K | Q2 2026 |
| Wilkins Miller Wealth Management, LLC$165M AUM | 0.15% | $243,450 | 5.0K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.15% | $103M | 2.10M | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.14% | $2M | 48.0K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 0.14% | $628,166 | 12.8K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.14% | $2M | 39.6K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.14% | $766,008 | 15.7K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.14% | $527,026 | 10.8K | Q1 2026OLDER |
| J. Derek Lewis & Associates Inc.$445M AUM | 0.14% | $611,712 | 12.5K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.14% | $5M | 110.1K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 0.14% | $459,944 | 9.1K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.13% | $24M | 482.9K | Q1 2026OLDER |
| MBE Wealth Management, LLC$241M AUM | 0.13% | $317,224 | 6.5K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.13% | $11M | 214.8K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.13% | $1M | 23.1K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.13% | $10M | 204.6K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.13% | $1M | 24.5K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.12% | $301,556 | 6.2K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.12% | $871,590 | 17.8K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.12% | $2M | 34.9K | Q4 2025OLDER |
| Fortune Financial Advisors, LLC$196M AUM | 0.12% | $226,682 | 4.6K | Q1 2026OLDER |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM | 0.12% | $652,433 | 13.3K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.11% | $214,607 | 4.4K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.11% | $2M | 31.7K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.11% | $7M | 133.1K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 0.11% | $787,893 | 16.1K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.11% | $23M | 474.7K | Q1 2026OLDER |
| Fortis Advisors, LLC$200M AUM | 0.11% | $220,809 | 4.5K | Q1 2026OLDER |
| DDD Partners, LLC$1.5B AUM | 0.11% | $2M | 32.4K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.11% | $1M | 20.9K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.11% | $9M | 181.0K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.11% | $399,027 | 8.8K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.10% | $853,737 | 17.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.10% | $40M | 813.5K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.10% | $5M | 92.0K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 0.10% | $2M | 31.7K | Q1 2026OLDER |
| Mason Investment Advisory Services, Inc.$2.2B AUM | 0.10% | $2M | 44.9K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.10% | $763,651 | 15.6K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.10% | $3M | 53.7K | Q1 2026OLDER |
| Tenon Financial LLC$255M AUM | 0.10% | $250,355 | 5.1K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.10% | $289,861 | 5.9K | Q1 2026OLDER |
| CIDEL ASSET MANAGEMENT INC$1.8B AUM | 0.10% | $2M | 36.5K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.10% | $438,903 | 9.0K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.10% | $609,912 | 12.5K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.10% | $283,158 | 5.8K | Q1 2026OLDER |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 0.09% | $201,934 | 4.1K | Q1 2026OLDER |
| Woodside Wealth Management LLC$128M AUM | 0.09% | $126,588 | 2.8K | Q4 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.09% | $3M | 64.7K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.09% | $375,670 | 7.1K | Q2 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.09% | $6M | 143.5K | Q3 2025OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.09% | $510,976 | 10.4K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 0.09% | $444,969 | 9.1K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.09% | $143M | 2.91M | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.09% | $950,466 | 19.4K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.09% | $4M | 77.2K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.09% | $1M | 23.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.09% | $80M | 1.64M | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.09% | $3M | 62.9K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.08% | $292,961 | 6.5K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.08% | $17M | 343.1K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.08% | $2M | 53.0K | Q4 2025OLDER |
| Stokes Family Office, LLC$969M AUM | 0.08% | $800,954 | 16.4K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.08% | $3M | 79.0K | Q4 2025OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.08% | $468,642 | 9.6K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.08% | $753,913 | 15.4K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.08% | $2M | 42.9K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.08% | $350,252 | 7.7K | Q4 2025OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.07% | $2M | 32.9K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.07% | $488,224 | 10.0K | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.07% | $436,211 | 8.9K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.07% | $886,416 | 18.1K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.07% | $699,070 | 13.3K | Q2 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.07% | $511,098 | 10.4K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.07% | $68M | 1.38M | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.07% | $632,882 | 12.0K | Q2 2026 |
| West Wealth Group, LLC$506M AUM | 0.07% | $352,959 | 7.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.07% | $47M | 962.1K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.07% | $7M | 141.3K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 0.07% | $205,163 | 4.2K | Q1 2026OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.07% | $527,560 | 10.8K | Q1 2026OLDER |
| CHANNEL WEALTH LLC$413M AUM | 0.07% | $276,993 | 5.7K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.07% | $2M | 36.0K | Q2 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.07% | $2M | 51.1K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.07% | $86,851 | 1.8K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.07% | $2M | 39.6K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.07% | $555,901 | 11.4K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.06% | $1M | 19.1K | Q2 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.06% | $3M | 75.0K | Q3 2025OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.06% | $242,286 | 5.0K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.06% | $11M | 233.2K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.06% | $3M | 59.7K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.06% | $447,409 | 9.1K | Q1 2026OLDER |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.06% | $10M | 200.0K | Q1 2026OLDER |
| Leo H. Evart, Inc.$117M AUM | 0.06% | $72,642 | 1.5K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.06% | $4M | 81.2K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.06% | $257,030 | 5.3K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.06% | $552,762 | 11.3K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.06% | $438,951 | 9.0K | Q1 2026OLDER |
| Daytona Street Capital LLC$130M AUM | 0.06% | $79,118 | 1.6K | Q1 2026OLDER |
| Windsor Advisory Group, LLC$120M AUM | 0.06% | $68,267 | 1.5K | Q4 2025OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.06% | $307,231 | 6.3K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.06% | $865,524 | 17.7K | Q1 2026OLDER |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 0.06% | $161,432 | 3.3K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.06% | $982,402 | 20.1K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.06% | $1M | 22.1K | Q2 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.06% | $576,004 | 11.8K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.06% | $151,732 | 3.1K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.06% | $5M | 96.4K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.06% | $129,616 | 2.6K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.06% | $198,901 | 4.1K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.06% | $2M | 53.5K | Q3 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.06% | $473,838 | 9.7K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.06% | $120,041 | 2.5K | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.05% | $76,184 | 1.6K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.05% | $290M | 5.92M | Q2 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.05% | $1M | 21.3K | Q1 2026OLDER |
| Elgethun Capital Management$605M AUM | 0.05% | $329,306 | 6.7K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 0.05% | $459,776 | 9.4K | Q1 2026OLDER |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 0.05% | $365,789 | 7.5K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.05% | $46M | 945.9K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.05% | $5M | 94.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.05% | $5M | 110.3K | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 0.05% | $1M | 26.0K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.05% | $225,435 | 4.6K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.05% | $245,331 | 5.0K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.05% | $791,964 | 15.6K | Q1 2026OLDER |
| BetterWealth, LLC$510M AUM | 0.05% | $258,399 | 5.3K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.05% | $121,004 | 2.5K | Q1 2026OLDER |
| Lafayette Investments, Inc.$494M AUM | 0.05% | $248,369 | 5.1K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 0.05% | $411,093 | 7.9K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.05% | $45M | 912.7K | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.05% | $798,587 | 16.3K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.05% | $3M | 60.6K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.05% | $923,739 | 18.9K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.05% | $94,973 | 1.9K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.05% | $379,354 | 7.8K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.05% | $2M | 41.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.05% | $7M | 160.0K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.05% | $3M | 52.2K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 0.05% | $297,690 | 6.1K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.05% | $685,132 | 14.0K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 0.04% | $221,541 | 4.9K | Q4 2025OLDER |
| Caitlin John, LLC$167M AUM | 0.04% | $73,052 | 1.5K | Q1 2026OLDER |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 0.04% | $89,542 | 1.8K | Q1 2026OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 0.04% | $118,166 | 2.4K | Q1 2026OLDER |
| HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM | 0.04% | $229,971 | 4.7K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.04% | $785,433 | 16.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.04% | $8M | 159.1K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.04% | $466,205 | 9.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $14M | 295.8K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.04% | $109,477 | 2.1K | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $28M | 576.5K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.04% | $5M | 106.6K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.04% | $4M | 78.1K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.04% | $308,681 | 6.3K | Q1 2026OLDER |
| LMG Wealth Partners, LLC$549M AUM | 0.04% | $206,729 | 4.2K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.04% | $619,122 | 12.7K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.04% | $2M | 39.7K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.04% | $1M | 23.8K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.04% | $5M | 101.3K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.04% | $277,131 | 5.7K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.04% | $565,023 | 11.5K | Q1 2026OLDER |
| Tempo Wealth, LLC$573M AUM | 0.04% | $207,365 | 4.2K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.04% | $366,407 | 6.9K | Q2 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.04% | $508,903 | 10.4K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.04% | $7M | 137.7K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.04% | $35,866 | 733 | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.04% | $1M | 21.4K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.04% | $1M | 25.9K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.04% | $261,632 | 5.3K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.04% | $152M | 3.12M | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.04% | $41,150 | 841 | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.04% | $536,762 | 11.0K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.04% | $1M | 22.9K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.03% | $121,053 | 2.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $131M | 2.67M | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.03% | $3M | 70.9K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.03% | $50,579 | 1.2K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.03% | $46,043 | 941 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.03% | $126M | 2.58M | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.03% | $238,632 | 4.9K | Q1 2026OLDER |
| Planning Project LLC$398M AUM | 0.03% | $131,109 | 2.9K | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.03% | $4M | 84.9K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.03% | $68,551 | 1.4K | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 0.03% | $277,501 | 5.1K | Q2 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $431,250 | 8.8K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.03% | $276,865 | 5.7K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.03% | $242,009 | 5.4K | Q4 2025OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.03% | $36,013 | 736 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $9M | 178.7K | Q2 2026 |
| Clark Asset Management, LLC$1.3B AUM | 0.03% | $402,612 | 7.6K | Q2 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.03% | $1M | 22.7K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.03% | $145,368 | 3.0K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.