SCHWAB STRATEGIC TR
CUSIP 808524888
Schwab Strategic Tr has 490 institutional holders in Filings Flow’s 13F database, together reporting 42.20M shares worth $1.9B as of Q1 2026. The largest reported holders are Tiaa-Cref Individual & Institutional Services, LLC, Creative Planning, and Savant Capital, LLC.
Institutional Holders
490
Q1 2026
Reported Value
$1.9B
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 |
|---|---|---|---|---|
| White & Co Financial Planning Inc$142M AUM | 8.63% | $12M | 262.5K | Q1 2026OLDER |
| Arnold Financial Planning LLC$134M AUM | 4.96% | $7M | 138.3K | Q2 2026 |
| Fort Vancouver Investment Management, LLC$197M AUM | 4.53% | $9M | 191.1K | Q1 2026OLDER |
| Strategic Financial Planning, Inc.$171M AUM | 4.41% | $8M | 170.2K | Q4 2025OLDER |
| McAdam, LLC$2.2B AUM | 3.47% | $77M | 1.65M | Q1 2026OLDER |
| JFG Wealth Management, LLC$511M AUM | 3.37% | $17M | 378.6K | Q3 2025OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 3.25% | $6M | 125.6K | Q1 2026OLDER |
| KEYVANTAGE WEALTH, LLC$227M AUM | 3.24% | $7M | 157.6K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 3.22% | $4M | 70.4K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 2.70% | $80M | 1.75M | Q4 2025OLDER |
| Upper Left Wealth Management, LLC$169M AUM | 2.63% | $4M | 95.5K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 2.63% | $5M | 110.9K | Q1 2026OLDER |
| SIGNAL TREE FINANCIAL PARTNERS LLC$132M AUM | 2.53% | $3M | 71.7K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 2.40% | $11M | 244.6K | Q1 2026OLDER |
| Courage Miller Partners, LLC$354M AUM | 2.23% | $8M | 169.2K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 2.14% | $6M | 127.1K | Q3 2025OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 2.12% | $8M | 174.4K | Q1 2026OLDER |
| Johnson Financial Group, LLC$1.5B AUM | 1.88% | $28M | 604.4K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 1.81% | $3M | 73.8K | Q4 2025OLDER |
| Traveka Wealth, LLC$262M AUM | 1.78% | $5M | 99.6K | Q1 2026OLDER |
| Charles Schwab Trust Co$1.8B AUM | 1.66% | $30M | 619.2K | Q2 2026 |
| Divergent Planning, LLC$392M AUM | 1.61% | $6M | 137.7K | Q4 2025OLDER |
| WEST PACES ADVISORS INC.$516M AUM | 1.45% | $8M | 160.6K | Q1 2026OLDER |
| Carter Financial Group, INC.$162M AUM | 1.43% | $2M | 49.3K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 1.39% | $17M | 360.6K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 1.29% | $6M | 123.0K | Q1 2026OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 1.28% | $14M | 305.8K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 1.26% | $2M | 50.7K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 1.25% | $5M | 116.2K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 1.23% | $2M | 42.0K | Q1 2026OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 1.10% | $4M | 91.8K | Q2 2026 |
| BlueSky Wealth Advisors, LLC$777M AUM | 1.10% | $9M | 182.0K | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 1.04% | $1M | 24.7K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 1.03% | $9M | 192.2K | Q1 2026OLDER |
| Curry Webb Wealth Management LLC$202M AUM | 1.02% | $2M | 45.3K | Q2 2026 |
| Asset Allocation Strategies LLC$563M AUM | 0.99% | $6M | 119.1K | Q1 2026OLDER |
| LTG Capital LLC$131M AUM | 0.97% | $1M | 27.2K | Q1 2026OLDER |
| Grove Street Fiduciary, LLC$227M AUM | 0.94% | $2M | 45.7K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.92% | $22M | 477.8K | Q1 2026OLDER |
| Seven Springs Wealth Group, LLC$432M AUM | 0.87% | $4M | 80.3K | Q1 2026OLDER |
| CFG Wealth Management Services, Inc.$110M AUM | 0.87% | $953,449 | 20.7K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.86% | $14M | 301.2K | Q1 2026OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.85% | $3M | 68.8K | Q1 2026OLDER |
| Cornerstone Wealth Advisors, Inc.$434M AUM | 0.85% | $4M | 78.7K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.84% | $3M | 64.3K | Q1 2026OLDER |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 0.84% | $2M | 41.8K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 0.83% | $2M | 36.7K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.78% | $203M | 4.33M | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.77% | $9M | 203.2K | Q1 2026OLDER |
| Guardian Financial Partners, LLC$237M AUM | 0.74% | $2M | 37.7K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.73% | $940,222 | 20.1K | Q1 2026OLDER |
| Stone Summit Wealth LLC$359M AUM | 0.72% | $3M | 55.4K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.72% | $10M | 211.3K | Q4 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.72% | $5M | 98.5K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.69% | $40M | 857.1K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.69% | $6M | 118.0K | Q1 2026OLDER |
| K2 Financial Inc.$138M AUM | 0.66% | $909,106 | 18.1K | Q1 2026OLDER |
| Amicus Financial Advisors, LLC$363M AUM | 0.65% | $2M | 50.3K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.65% | $8M | 162.3K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.63% | $850,715 | 18.2K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.59% | $3M | 61.8K | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 0.59% | $1M | 31.2K | Q1 2026OLDER |
| Colony Family Offices, LLC$406M AUM | 0.57% | $2M | 49.7K | Q1 2026OLDER |
| Noble Family Wealth, LLC$484M AUM | 0.54% | $3M | 56.1K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 0.54% | $846,472 | 18.6K | Q4 2025OLDER |
| ZynergyRetirementPlanningLLC$165M AUM | 0.54% | $886,845 | 19.0K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 0.53% | $3M | 62.2K | Q1 2026OLDER |
| Shakespeare Wealth Management, LLC$422M AUM | 0.52% | $2M | 47.4K | Q1 2026OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.51% | $832,929 | 17.8K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.51% | $51M | 1.10M | Q1 2026OLDER |
| ACT WEALTH MANAGEMENT, LLC$340M AUM | 0.50% | $2M | 35.5K | Q2 2026 |
| Envision Financial LLC$186M AUM | 0.49% | $908,572 | 19.4K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.49% | $2M | 52.4K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.48% | $5M | 96.5K | Q1 2026OLDER |
| Oath Planning, LLC$113M AUM | 0.48% | $536,208 | 11.5K | Q1 2026OLDER |
| St. Louis Trust Co$856M AUM | 0.47% | $4M | 86.5K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.47% | $38M | 817.8K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.45% | $94M | 2.01M | Q1 2026OLDER |
| Fortress Wealth Management, Inc.$225M AUM | 0.45% | $1M | 22.3K | Q3 2025OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.45% | $720,785 | 15.8K | Q4 2025OLDER |
| Creekside Partners$243M AUM | 0.43% | $1M | 22.5K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.41% | $28M | 604.2K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.40% | $6M | 133.5K | Q2 2026 |
| Seneca Financial Advisors LLC$341M AUM | 0.40% | $1M | 29.2K | Q1 2026OLDER |
| Leisure Capital Management$286M AUM | 0.39% | $1M | 24.0K | Q1 2026OLDER |
| Livet Wealth, LLC$157M AUM | 0.39% | $614,023 | 13.1K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.39% | $1M | 31.8K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.39% | $20M | 431.3K | Q1 2026OLDER |
| Cooke Wealth Management, LLC$113M AUM | 0.38% | $431,831 | 9.2K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.38% | $1M | 26.5K | Q2 2026 |
| Abacus Planning Group, Inc.$743M AUM | 0.38% | $3M | 60.4K | Q1 2026OLDER |
| 25 LLC$324M AUM | 0.37% | $1M | 25.9K | Q1 2026OLDER |
| AMARA FINANCIAL, LLC.$145M AUM | 0.37% | $541,327 | 11.6K | Q1 2026OLDER |
| Life Planning Partners, Inc$131M AUM | 0.37% | $483,198 | 10.3K | Q1 2026OLDER |
| Fund Evaluation Group, LLC$3.3B AUM | 0.37% | $12M | 256.6K | Q1 2026OLDER |
| Future Fund LLC$284M AUM | 0.33% | $939,008 | 20.6K | Q3 2025OLDER |
| Vawter Financial, Ltd.$238M AUM | 0.33% | $781,025 | 16.7K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.33% | $8M | 156.7K | Q2 2026 |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 0.32% | $3M | 59.2K | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 0.32% | $2M | 35.5K | Q1 2026OLDER |
| Integris Wealth Management, LLC$495M AUM | 0.31% | $2M | 32.4K | Q2 2026 |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.31% | $14M | 291.1K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.29% | $481,233 | 10.3K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.27% | $15M | 314.5K | Q1 2026OLDER |
| Schwallier Wealth Management LLC$137M AUM | 0.27% | $371,541 | 7.9K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.26% | $2M | 38.7K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.26% | $274,319 | 5.9K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.26% | $550,341 | 11.4K | Q2 2026 |
| MARSHALL FINANCIAL GROUP INC /ADV$364M AUM | 0.25% | $925,610 | 20.3K | Q3 2025OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.25% | $4M | 87.1K | Q3 2025OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 0.24% | $1M | 21.4K | Q1 2026OLDER |
| Financial Concepts Unlimited, Inc.$112M AUM | 0.24% | $267,691 | 5.7K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.24% | $4M | 80.3K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.24% | $7M | 151.1K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.23% | $2M | 49.8K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.23% | $981,982 | 21.0K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.22% | $2M | 38.6K | Q1 2026OLDER |
| Uptown Financial Advisors LLC$126M AUM | 0.22% | $279,692 | 6.0K | Q1 2026OLDER |
| North Forty Two & Co.$108M AUM | 0.22% | $236,832 | 5.1K | Q1 2026OLDER |
| Oakwell Private Wealth Management, LLC$560M AUM | 0.22% | $1M | 25.9K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.22% | $723,622 | 15.5K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.21% | $2M | 34.5K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.21% | $12M | 236.9K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.20% | $300,538 | 6.4K | Q1 2026OLDER |
| Omega Financial Group, LLC$308M AUM | 0.19% | $582,990 | 12.5K | Q1 2026OLDER |
| HORAN Wealth, LLC$1.1B AUM | 0.19% | $2M | 41.7K | Q1 2026OLDER |
| Peak Financial Management, Inc.$394M AUM | 0.18% | $706,011 | 15.1K | Q1 2026OLDER |
| CWC Advisors, LLC.$210M AUM | 0.18% | $375,509 | 8.0K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.17% | $9M | 195.4K | Q1 2026OLDER |
| IVC Wealth Advisors LLC$230M AUM | 0.16% | $365,834 | 7.8K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.16% | $8M | 164.5K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.16% | $385,419 | 8.2K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.15% | $452,630 | 9.7K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.15% | $744,416 | 15.5K | Q2 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.15% | $12M | 269.7K | Q4 2025OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.15% | $226,689 | 4.8K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.15% | $5M | 101.7K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.14% | $291,330 | 6.2K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.14% | $11M | 240.3K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 0.14% | $1M | 26.0K | Q1 2026OLDER |
| James J. Burns & Company, LLC$737M AUM | 0.14% | $1M | 22.3K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.14% | $1M | 30.6K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.13% | $1M | 24.9K | Q2 2026 |
| Manuka Financial, LLC$162M AUM | 0.13% | $214,864 | 4.6K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.13% | $487,409 | 10.4K | Q1 2026OLDER |
| McLean Asset Management Corp$572M AUM | 0.13% | $732,977 | 15.7K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.13% | $218,896 | 4.7K | Q1 2026OLDER |
| Wealth Architects, LLC$1.1B AUM | 0.12% | $1M | 29.6K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.12% | $320,309 | 6.9K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.12% | $447,583 | 9.6K | Q1 2026OLDER |
| Integrity Investment Advisors, LLC$184M AUM | 0.11% | $201,468 | 4.4K | Q4 2025OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.11% | $4M | 83.6K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.11% | $733,046 | 15.2K | Q2 2026 |
| Aurelius Family Office LLC$230M AUM | 0.11% | $249,545 | 5.3K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.10% | $11M | 237.7K | Q3 2025OLDER |
| Seaside Wealth Management, Inc.$356M AUM | 0.10% | $359,710 | 7.7K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 0.10% | $545,344 | 11.3K | Q2 2026 |
| Payne Capital Management, LLC$331M AUM | 0.10% | $329,758 | 7.1K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 0.10% | $205,300 | 4.4K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.09% | $348,291 | 7.7K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.09% | $107,502 | 2.3K | Q1 2026OLDER |
| Tribridge Partners Financial LLC$242M AUM | 0.09% | $225,597 | 4.8K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 0.09% | $1M | 29.3K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.09% | $867,261 | 18.6K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.09% | $137M | 2.94M | Q1 2026OLDER |
| Ballentine Capital Advisors, Inc$242M AUM | 0.09% | $213,508 | 4.6K | Q1 2026OLDER |
| Aspiring Ventures, LLC$330M AUM | 0.09% | $289,461 | 6.2K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.09% | $4M | 85.6K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.09% | $3M | 57.2K | Q4 2025OLDER |
| Carolina Wealth Advisors, LLC$255M AUM | 0.09% | $218,898 | 4.5K | Q2 2026 |
| Eaton Financial Holdings Company, LLC$305M AUM | 0.09% | $319,013 | 7.0K | Q4 2025OLDER |
| SACHEM HILL LLC$516M AUM | 0.09% | $440,245 | 9.4K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.08% | $265,189 | 5.5K | Q2 2026 |
| HBK Sorce Advisory LLC$5.0B AUM | 0.08% | $4M | 81.0K | Q1 2026OLDER |
| Parkshore Wealth Management, Inc.$299M AUM | 0.08% | $217,835 | 4.8K | Q4 2025OLDER |
| Daytona Street Capital LLC$130M AUM | 0.08% | $105,042 | 2.2K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.08% | $562,403 | 12.0K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.08% | $734,726 | 15.7K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.08% | $7M | 142.0K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.08% | $4M | 93.8K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.08% | $87,404 | 1.9K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.07% | $1M | 24.1K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.07% | $4M | 95.7K | Q1 2026OLDER |
| Sensible Money, LLC$329M AUM | 0.07% | $235,168 | 5.0K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.07% | $191,390 | 4.1K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.07% | $534,174 | 11.4K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.07% | $1M | 25.7K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.07% | $1M | 22.1K | Q1 2026OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.07% | $122,679 | 2.6K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.06% | $673 | 14.8K | Q3 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.06% | $766,231 | 16.4K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.06% | $8M | 166.1K | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 0.06% | $216,018 | 4.6K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.06% | $1M | 23.0K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.05% | $48M | 1.03M | Q1 2026OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 0.05% | $209,863 | 4.5K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.05% | $2M | 35.3K | Q2 2026 |
| Meramec Financial Planners, LLC$252M AUM | 0.05% | $131,373 | 2.6K | Q1 2026OLDER |
| Gilbert & Cook, Inc.$774M AUM | 0.05% | $402,788 | 8.6K | Q1 2026OLDER |
| Vishria Bird Financial Group, LLC$510M AUM | 0.05% | $264,959 | 5.8K | Q3 2025OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.05% | $956,575 | 20.5K | Q1 2026OLDER |
| Single Point Partners, LLC$503M AUM | 0.05% | $258,973 | 5.5K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.05% | $716,104 | 15.3K | Q1 2026OLDER |
| Summit Financial Strategies, Inc.$1.3B AUM | 0.05% | $621,362 | 13.3K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.05% | $2M | 38.1K | Q2 2026 |
| Aspen Grove Capital, LLC$514M AUM | 0.05% | $242,811 | 5.2K | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 0.05% | $335,858 | 7.2K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.05% | $65,017 | 1.4K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.05% | $2M | 35.2K | Q1 2026OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 0.04% | $274,226 | 5.9K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.04% | $4M | 86.9K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.04% | $551,532 | 11.8K | Q1 2026OLDER |
| Geometric Wealth Advisors$799M AUM | 0.04% | $349,248 | 7.5K | Q1 2026OLDER |
| First National Bank of Mount Dora, Trust Investment Services$499M AUM | 0.04% | $216,540 | 4.5K | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.04% | $30M | 635.4K | Q1 2026OLDER |
| Index Fund Advisors, Inc.$2.2B AUM | 0.04% | $910,654 | 19.5K | Q1 2026OLDER |
| Auxano Advisors, LLC$501M AUM | 0.04% | $201,730 | 4.3K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.04% | $370,264 | 7.9K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.04% | $8M | 173.2K | Q1 2026OLDER |
| Brickley Wealth Management$583M AUM | 0.04% | $225,088 | 4.8K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.04% | $2M | 40.1K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.03% | $73M | 1.60M | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.03% | $46,740 | 1.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.03% | $59M | 1.26M | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.03% | $691,101 | 14.8K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.03% | $19M | 399.8K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.03% | $94,102 | 2.0K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.03% | $2M | 36.1K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.03% | $568,265 | 12.2K | Q1 2026OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 0.03% | $929,846 | 19.9K | Q1 2026OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.03% | $7M | 153.5K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.03% | $681,220 | 15.0K | Q4 2025OLDER |
| VISTA CAPITAL PARTNERS, INC.$994M AUM | 0.03% | $298,393 | 6.4K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.03% | $2M | 52.0K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.03% | $223,829 | 4.9K | Q4 2025OLDER |
| MOTCO$1.1B AUM | 0.03% | $311,102 | 6.7K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 0.03% | $260,719 | 5.6K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.03% | $507,343 | 10.9K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.03% | $906,474 | 19.3K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.03% | $534,333 | 11.7K | Q3 2025OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.03% | $449,550 | 9.6K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.03% | $905,495 | 19.4K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.03% | $39,028 | 835 | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.03% | $2M | 46.3K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.03% | $279,372 | 6.1K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $3M | 67.8K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.03% | $739,941 | 15.8K | Q1 2026OLDER |
| Access Investment Management LLC$376M AUM | 0.02% | $93,480 | 2.0K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.02% | $539,053 | 11.5K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $313,996 | 6.3K | Q1 2026OLDER |
| Newton One Investments LLC$368M AUM | 0.02% | $88,777 | 1.9K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $1M | 25.6K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 24.8K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.02% | $102,641 | 2.2K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.02% | $123,541 | 2.6K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.02% | $303,810 | 6.5K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.02% | $874,148 | 18.2K | Q2 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 0.02% | $226,886 | 4.7K | Q2 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.02% | $376,959 | 8.1K | Q1 2026OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.02% | $262,819 | 5.6K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.02% | $306,880 | 6.6K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $771,434 | 16.5K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.02% | $601,918 | 12.9K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 42.8K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.02% | $31,550 | 675 | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.02% | $20 | 445 | Q4 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $628,747 | 13.5K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $534,174 | 11.4K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.02% | $47,348 | 1.0K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.02% | $495,444 | 10.3K | Q2 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.02% | $2M | 41.5K | Q4 2025OLDER |
| Kilter Group LLC$232M AUM | 0.02% | $43,282 | 926 | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.02% | $110,354 | 2.4K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.02% | $312,410 | 6.7K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $702,481 | 15.9K | Q4 2025OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.02% | $273,522 | 5.9K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.02% | $82,543 | 1.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 37.2K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.02% | $46,375 | 1.0K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $14M | 294.0K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.02% | $492,482 | 9.8K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.02% | $337,977 | 7.2K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.02% | $93,947 | 2.0K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.02% | $147,465 | 3.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $7M | 178.4K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $307,612 | 6.6K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.01% | $46,677 | 970 | Q2 2026 |
| Zhang Financial LLC$2.9B AUM | 0.01% | $425,604 | 9.1K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.01% | $234,682 | 5.0K | Q1 2026OLDER |
| Arvest Bank Trust Division$1.8B AUM | 0.01% | $260,435 | 5.6K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $715,730 | 15.3K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.01% | $44,450 | 951 | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.01% | $320,398 | 6.9K | Q2 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $683,278 | 14.2K | Q2 2026 |
| Burk Holdings LLC$233M AUM | 0.01% | $29,914 | 640 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $206,864 | 4.4K | Q1 2026OLDER |
| Port Capital LLC$2.2B AUM | 0.01% | $280,440 | 6.0K | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.01% | $202,805 | 4.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $11M | 242.6K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $322,812 | 7.1K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.01% | $368,574 | 7.9K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.01% | $214,396 | 4.6K | Q1 2026OLDER |
| Members Trust Co$3.0B AUM | 0.01% | $346,764 | 7.4K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.01% | $206,805 | 4.4K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $388,483 | 8.1K | Q2 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $72M | 1.59M | Q4 2025OLDER |
| Fairway Wealth LLC$379M AUM | 0.01% | $41,084 | 879 | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $771,348 | 16.5K | Q1 2026OLDER |
| Busey Bank$3.7B AUM | 0.01% | $387,614 | 8.3K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $117,231 | 2.4K | Q2 2026 |
| Front Row Advisors LLC$296M AUM | 0.01% | $30,936 | 662 | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.01% | $213,313 | 4.4K | Q2 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.01% | $753,542 | 16.1K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $3M | 72.5K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.01% | $42,744 | 914 | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $901,396 | 19.3K | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 0.01% | $15,473 | 340 | Q3 2025OLDER |
| Abound Wealth Management$504M AUM | 0.01% | $49,491 | 1.0K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $7M | 143.0K | Q1 2026OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.01% | $468,054 | 10.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $35M | 759.0K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $2M | 35.6K | Q1 2026OLDER |
| 4Thought Financial Group Inc.$202M AUM | 0.01% | $18,144 | 388 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $8M | 175.6K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $318,627 | 6.8K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $405,754 | 8.7K | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 0.01% | $241,973 | 5.2K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.01% | $79,550 | 1.7K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.01% | $104,043 | 2.2K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $257,585 | 5.5K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $24,372 | 535 | Q4 2025OLDER |
| Key Capital Management, INC$151M AUM | 0.01% | $11,311 | 242 | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.01% | $16,173 | 346 | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $211,942 | 4.7K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 42.2K | Q2 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $576,900 | 12.3K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.01% | $20,577 | 440 | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $389,259 | 8.3K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.01% | $1M | 29.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 31.0K | Q4 2025OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $206,537 | 4.4K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.01% | $248,421 | 5.3K | Q1 2026OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 0.01% | $14,022 | 300 | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $59,164 | 1.3K | Q3 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.01% | $50,854 | 1.1K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $2M | 43.4K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $4M | 91.0K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $319,859 | 6.8K | Q1 2026OLDER |
| eCIO, Inc.$228M AUM | 0.01% | $12,312 | 270 | Q4 2025OLDER |
| United Financial Planning Group LLC$169M AUM | 0.01% | $9,032 | 324 | Q3 2025OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.01% | $24,118 | 516 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.01% | $14,069 | 301 | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.01% | $200,153 | 4.4K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $412,153 | 8.8K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $116,038 | 2.5K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $998,714 | 21.4K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $301,078 | 6.6K | Q4 2025OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.01% | $10,153 | 223 | Q4 2025OLDER |
| Crews Bank & Trust$766M AUM | 0.01% | $38,785 | 806 | Q2 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.01% | $15,378 | 329 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $211,125 | 4.5K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.01% | $28,492 | 610 | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $770,651 | 16.5K | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.00% | $316,897 | 6.8K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.00% | $7,282 | 160 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $1M | 24.3K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $798,240 | 17.1K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $419,056 | 9.2K | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $128,214 | 2.7K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $13,167 | 288 | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $15M | 322.7K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $334,705 | 7.2K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $530,685 | 11.4K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $15,471 | 331 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 63.6K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $17,387 | 372 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $38M | 832.0K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $667,515 | 14.7K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $31,970 | 684 | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.00% | $26,128 | 559 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $798,974 | 17.1K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $18,585 | 392 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $118,582 | 2.5K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $12,110 | 266 | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $79,287 | 1.7K | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $662,936 | 14.2K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $65,261 | 1.4K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $376,959 | 8.1K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $632,134 | 13.5K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.00% | $9,815 | 210 | Q1 2026OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.00% | $422,790 | 9.4K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $2M | 33.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $5M | 108.5K | Q1 2026OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 0.00% | $21,501 | 460 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 69.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 22.9K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $100,501 | 2.1K | Q2 2026 |
| Palisade Asset Management, LLC$996M AUM | 0.00% | $30,947 | 680 | Q3 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $6M | 118.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $19M | 402.6K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $22,389 | 479 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 34.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 41.0K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.00% | $11,581 | 248 | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $5,782 | 127 | Q4 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $55,621 | 1.2K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.00% | $6,123 | 131 | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $4,954 | 106 | Q1 2026OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.00% | $11,480 | 246 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $876,949 | 18.8K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $138,214 | 3.0K | Q3 2025OLDER |
| Davis Capital Management$169M AUM | 0.00% | $3,231 | 71 | Q3 2025OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $9,535 | 204 | Q1 2026OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 0.00% | $2,524 | 54 | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $9,468 | 251 | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $23,370 | 500 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 178.5K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $245,105 | 5.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $107,520 | 2.4K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $122,049 | 2.6K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $54M | 1.16M | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $21,828 | 467 | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.00% | $24,359 | 535 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1M | 29.9K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $9,255 | 198 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $128,438 | 2.6K | Q1 2026OLDER |
| Hamilton Point Investment Advisors, LLC$649M AUM | 0.00% | $10,002 | 214 | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.00% | $5,141 | 110 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $376,899 | 8.1K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $86M | 1.84M | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $6M | 120.1K | Q1 2026OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.00% | $7,509 | 165 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $8M | 163.7K | Q2 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $11,452 | 245 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $23M | 503.3K | Q1 2026OLDER |
| Pillar Financial Advisors, LLC$171M AUM | 0.00% | $2,337 | 50 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $20,115 | 442 | Q3 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $25,907 | 569 | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $817,950 | 17.5K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $257,715 | 5.5K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $18,042 | 386 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $226,878 | 4.9K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $57,782 | 1.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $266,887 | 5.9K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $61,007 | 1.3K | Q2 2026 |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.00% | $19,614 | 420 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $15,480 | 340 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 124.2K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.00% | $2,776 | 61 | Q3 2025OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $15,938 | 341 | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.00% | $1,183 | 25 | Q2 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $619,165 | 13.2K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $83,150 | 1.8K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $5,828 | 128 | Q4 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $1,075 | 23 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $4,627 | 99 | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $14,256 | 305 | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $24,539 | 525 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $291,642 | 6.2K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $308,624 | 6.6K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $27,858 | 596 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $16,025 | 338 | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $6,235 | 137 | Q3 2025OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $4,205 | 87 | Q2 2026 |
| Napier Financial, LLC$436M AUM | 0.00% | $3,085 | 66 | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $10,703 | 229 | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.00% | $1,683 | 36 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $127,858 | 2.8K | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $28,792 | 616 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $163,908 | 3.6K | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $12,480 | 267 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $120,122 | 2.6K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $162,762 | 3.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $124,850 | 2.7K | Q1 2026OLDER |
| Portus Wealth Advisors, LLC$106M AUM | 0.00% | $654 | 14 | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $5,609 | 120 | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.00% | $8,833 | 194 | Q4 2025OLDER |
| MOGY JOEL R INVESTMENT COUNSEL INC$1.7B AUM | 0.00% | $10,149 | 223 | Q3 2025OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $6,101 | 134 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $287,871 | 6.2K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $24,552 | 525 | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $1,729 | 37 | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $23,463 | 502 | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $1,820 | 40 | Q3 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $12,293 | 263 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $3M | 73.6K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $1,776 | 38 | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 0.00% | $1,075 | 23 | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.00% | $816 | 17 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $5,702 | 122 | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $654 | 14 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6M | 119.1K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.00% | $1,092 | 24 | Q3 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $424,390 | 9.1K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $1,730 | 37 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $827,904 | 17.7K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $32,431 | 684 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $7M | 140.0K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $208,797 | 4.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $3,085 | 66 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.