SELECT SECTOR SPDR TR
CUSIP 81369Y803
Select Sector Spdr Tr has 2,379 institutional holders in Filings Flow’s 13F database, together reporting 348.39M shares worth $44.4B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Wells Fargo & Company/Mn, and Morgan Stanley.
Institutional Holders
2,379
Q1 2026
Reported Value
$44.4B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| UNIVERSITY OF CHICAGO$323M AUM | 63.00% | $204M | 1.53M | Q1 2026OLDER |
| IMZ Advisory Inc$316M AUM | 29.65% | $94M | 491.4K | Q2 2026 |
| TIFF ADVISORY SERVICES, LLC$444M AUM | 15.40% | $89M | 621.7K | Q4 2025OLDER |
| SOUTHERN CAPITAL SERVICES INC /ADV$156M AUM | 14.83% | $23M | 173.7K | Q1 2026OLDER |
| Bonfire Financial$133M AUM | 13.90% | $18M | 139.0K | Q1 2026OLDER |
| Flagship Capital Management Inc.$136M AUM | 13.69% | $19M | 140.1K | Q1 2026OLDER |
| Presper Financial Architects, LLC$168M AUM | 13.50% | $23M | 170.9K | Q1 2026OLDER |
| Cerity Partners OCIO LLC$1.7B AUM | 13.49% | $225M | 1.69M | Q1 2026OLDER |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 12.88% | $57M | 386.1K | Q1 2026OLDER |
| Markin Asset Management, LP$117M AUM | 12.27% | $14M | 75.2K | Q2 2026 |
| PTM WEALTH MANAGEMENT, LLC$189M AUM | 11.84% | $22M | 163.4K | Q1 2026OLDER |
| Cooksen Wealth, LLC$138M AUM | 11.67% | $16M | 120.9K | Q1 2026OLDER |
| Parker Investment Management, LLC$659M AUM | 11.18% | $74M | 554.8K | Q1 2026OLDER |
| BRAVE ASSET MANAGEMENT INC$467M AUM | 11.15% | $52M | 273.7K | Q2 2026 |
| Fox Financial, Inc$123M AUM | 11.06% | $14M | 101.9K | Q1 2026OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 10.92% | $120M | 906.1K | Q1 2026OLDER |
| Keystone Global Partners, LLC$265M AUM | 10.52% | $28M | 146.1K | Q2 2026 |
| Independence Wealth Advisors, LLC$188M AUM | 10.51% | $20M | 148.3K | Q1 2026OLDER |
| WestEnd Advisors, LLC$4.1B AUM | 10.34% | $428M | 3.22M | Q1 2026OLDER |
| Biltmore Wealth Management, LLC$281M AUM | 10.33% | $29M | 218.6K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 10.06% | $187M | 1.40M | Q1 2026OLDER |
| LightSquare Wealth Management, LLC$133M AUM | 10.03% | $13M | 100.7K | Q1 2026OLDER |
| Mendel Capital Management LLC$199M AUM | 9.90% | $20M | 148.2K | Q1 2026OLDER |
| Socha Financial Group, LLC$197M AUM | 9.46% | $19M | 140.3K | Q1 2026OLDER |
| Fairfield Financial Advisors, LTD$290M AUM | 9.05% | $26M | 197.5K | Q1 2026OLDER |
| TradeWell Securities, LLC.$237M AUM | 8.89% | $21M | 158.5K | Q1 2026OLDER |
| Welch Financial Planning, LLC$139M AUM | 8.83% | $12M | 92.4K | Q1 2026OLDER |
| Vickerman Investment Advisors, Inc.$476M AUM | 8.76% | $42M | 313.5K | Q1 2026OLDER |
| Comprehensive Wealth Management, LLC$198M AUM | 8.72% | $17M | 129.8K | Q1 2026OLDER |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$789M AUM | 8.66% | $68M | 514.6K | Q1 2026OLDER |
| Moment Partners, LLC$561M AUM | 8.59% | $48M | 362.2K | Q1 2026OLDER |
| Tiller Private Wealth, Inc.$281M AUM | 8.47% | $24M | 179.4K | Q1 2026OLDER |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 8.45% | $9M | 66.5K | Q1 2026OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 8.03% | $514M | 3.87M | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 7.92% | $8M | 61.1K | Q1 2026OLDER |
| Attessa Capital LLC$223M AUM | 7.88% | $18M | 92.2K | Q2 2026 |
| INNEALTA CAPITAL, LLC$161M AUM | 7.87% | $13M | 95.3K | Q1 2026OLDER |
| Bellwether Advisors, LLC$590M AUM | 7.57% | $45M | 336.1K | Q1 2026OLDER |
| Blue Sky Capital Consultants Group, Inc.$210M AUM | 7.49% | $16M | 118.2K | Q1 2026OLDER |
| C2C Wealth Management, LLC$128M AUM | 7.35% | $9M | 49.3K | Q2 2026 |
| CHEMUNG CANAL TRUST CO$494M AUM | 7.35% | $36M | 273.1K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 7.26% | $124M | 933.1K | Q1 2026OLDER |
| ADAPT Investment Managers SA$7.6B AUM | 7.03% | $532M | 4.00M | Q1 2026OLDER |
| SRB CORP$1.6B AUM | 6.97% | $113M | 853.4K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 6.95% | $68M | 513.5K | Q1 2026OLDER |
| Sherman Asset Management, Inc.$109M AUM | 6.91% | $8M | 56.5K | Q1 2026OLDER |
| Dai-ichi Life Holdings, Inc.$104M AUM | 6.73% | $7M | 24.8K | Q3 2025OLDER |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 6.56% | $49M | 366.2K | Q1 2026OLDER |
| MontVue Capital Management, Inc.$147M AUM | 6.46% | $9M | 71.3K | Q1 2026OLDER |
| Constant Guidance Financial LLC$145M AUM | 6.40% | $8M | 28.4K | Q3 2025OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 6.14% | $33M | 226.4K | Q4 2025OLDER |
| Essex LLC$566M AUM | 6.11% | $35M | 260.2K | Q1 2026OLDER |
| ES4, LLC$155M AUM | 5.99% | $9M | 69.8K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 5.95% | $179M | 1.35M | Q1 2026OLDER |
| Geremia Financial Services, LLC$123M AUM | 5.87% | $7M | 54.2K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 5.83% | $105M | 793.0K | Q1 2026OLDER |
| Strategic Point Investment Advisors, LLC$767M AUM | 5.81% | $45M | 233.9K | Q2 2026 |
| Aventus Investment Advisors, Inc.$118M AUM | 5.68% | $7M | 50.5K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 5.66% | $71M | 532.6K | Q1 2026OLDER |
| KENNICOTT CAPITAL MANAGEMENT LLC$183M AUM | 5.58% | $10M | 76.8K | Q1 2026OLDER |
| AIGH Capital Management LLC$733M AUM | 5.44% | $40M | 300.0K | Q1 2026OLDER |
| Rezny Wealth Management, Inc.$464M AUM | 5.36% | $25M | 187.3K | Q1 2026OLDER |
| MARTIN & CO INC /TN/$587M AUM | 5.30% | $31M | 234.4K | Q1 2026OLDER |
| Thoma Capital Management LLC$169M AUM | 5.22% | $9M | 66.5K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 5.22% | $58M | 433.3K | Q1 2026OLDER |
| 71 West Capital Partners$2.3B AUM | 5.13% | $117M | 877.2K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 5.01% | $34M | 257.0K | Q1 2026OLDER |
| PeakShares LLC$109M AUM | 5.00% | $5M | 41.0K | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 4.95% | $571M | 4.30M | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 4.95% | $43M | 326.2K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 4.94% | $93M | 699.8K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 4.89% | $13M | 97.0K | Q1 2026OLDER |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 4.83% | $14M | 72.6K | Q2 2026 |
| High Note Wealth, LLC$509M AUM | 4.82% | $25M | 184.6K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 4.67% | $6M | 33.4K | Q2 2026 |
| Constitution Capital LLC$195M AUM | 4.65% | $9M | 47.5K | Q2 2026 |
| AlphaStar Capital Management, LLC$1.4B AUM | 4.64% | $63M | 473.8K | Q1 2026OLDER |
| Clarus Wealth Advisors$235M AUM | 4.53% | $11M | 77.2K | Q1 2026OLDER |
| Loudon Investment Management, LLC$186M AUM | 4.47% | $8M | 62.4K | Q1 2026OLDER |
| Fiduciary Planning LLC$331M AUM | 4.41% | $15M | 109.8K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 4.40% | $161M | 1.21M | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 4.34% | $7M | 50.9K | Q1 2026OLDER |
| Black Swift Group, LLC$571M AUM | 4.28% | $24M | 184.1K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 4.27% | $16M | 117.7K | Q1 2026OLDER |
| Lake Hills Wealth Management, LLC$220M AUM | 4.22% | $9M | 48.7K | Q2 2026 |
| KWMG, LLC$1.4B AUM | 4.18% | $58M | 303.3K | Q2 2026 |
| Sage Capital Management, LLC$213M AUM | 4.15% | $9M | 66.4K | Q1 2026OLDER |
| IRONWOOD WEALTH MANAGEMENT, INC.$223M AUM | 4.14% | $9M | 65.0K | Q1 2026OLDER |
| Bank of Marin$137M AUM | 4.12% | $6M | 42.5K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 4.07% | $36M | 271.0K | Q1 2026OLDER |
| Pachira Investments Inc.$214M AUM | 4.06% | $9M | 65.3K | Q1 2026OLDER |
| Equity Wealth Partners, LLC$155M AUM | 4.00% | $6M | 46.5K | Q1 2026OLDER |
| Sharp Wealth Advisory, LLC$203M AUM | 4.00% | $8M | 55.1K | Q4 2025OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 3.98% | $7M | 50.6K | Q1 2026OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 3.97% | $6M | 45.0K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 3.96% | $72M | 254.9K | Q3 2025OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 3.93% | $6M | 43.8K | Q1 2026OLDER |
| Crew Capital Management, Ltd$151M AUM | 3.92% | $6M | 44.5K | Q1 2026OLDER |
| FORONJY FINANCIAL LLC$241M AUM | 3.89% | $9M | 70.5K | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 3.84% | $4M | 30.4K | Q1 2026OLDER |
| Gratus Wealth Advisors, LLC$691M AUM | 3.84% | $27M | 199.7K | Q1 2026OLDER |
| Asset Advisors Investment Management, LLC$1.0B AUM | 3.82% | $40M | 301.8K | Q1 2026OLDER |
| Capstone Wealth Management Group LLC$163M AUM | 3.82% | $6M | 46.7K | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 3.78% | $10M | 71.8K | Q1 2026OLDER |
| WASHINGTON GROWTH STRATEGIES LLC$180M AUM | 3.76% | $7M | 35.6K | Q2 2026 |
| Strategic Equity Management$266M AUM | 3.75% | $11M | 76.8K | Q4 2025OLDER |
| Kingstone Capital Partners Texas, LLC$162M AUM | 3.73% | $6M | 45.6K | Q1 2026OLDER |
| Vilga Financial Planning LLC$132M AUM | 3.70% | $5M | 25.6K | Q2 2026 |
| United Bank$301M AUM | 3.69% | $11M | 83.4K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 3.63% | $8M | 61.8K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 3.57% | $10M | 69.0K | Q4 2025OLDER |
| Perissos Private Wealth Management, LLC$115M AUM | 3.57% | $4M | 30.9K | Q1 2026OLDER |
| Court Place Advisors, LLC$332M AUM | 3.54% | $12M | 41.7K | Q3 2025OLDER |
| Apollon Financial, LLC$723M AUM | 3.53% | $26M | 192.0K | Q1 2026OLDER |
| Teucrium Investment Advisors, LLC$129M AUM | 3.50% | $3M | 22.2K | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 3.45% | $117M | 614.0K | Q2 2026 |
| Zullo Investment Group, Inc.$264M AUM | 3.43% | $9M | 68.1K | Q1 2026OLDER |
| Destiny Capital Corp/CO$188M AUM | 3.43% | $6M | 48.4K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 3.41% | $4M | 22.4K | Q1 2026OLDER |
| RiverGlades Family Offices LLC$170M AUM | 3.40% | $6M | 43.5K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 3.39% | $8M | 58.8K | Q1 2026OLDER |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 3.38% | $4M | 24.0K | Q2 2026 |
| Milestones Private Investment Advisors LLC$114M AUM | 3.34% | $4M | 28.5K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 3.34% | $5M | 35.4K | Q1 2026OLDER |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 3.30% | $5M | 26.9K | Q2 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC$180M AUM | 3.29% | $5M | 40.5K | Q4 2025OLDER |
| Chesapeake Wealth Management$326M AUM | 3.27% | $11M | 80.1K | Q1 2026OLDER |
| Orange Investment Advisors, Inc.$772M AUM | 3.25% | $25M | 188.7K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 3.25% | $31M | 236.7K | Q1 2026OLDER |
| Donald L. Hagan, LLC$204M AUM | 3.24% | $7M | 23.4K | Q3 2025OLDER |
| Clay Northam Wealth Management, LLC$178M AUM | 3.23% | $6M | 43.3K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 3.21% | $10M | 77.5K | Q1 2026OLDER |
| Nelson Capital Management, LLC$819M AUM | 3.20% | $26M | 197.5K | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 3.18% | $27M | 142.9K | Q2 2026 |
| First National Bank of Hutchinson$157M AUM | 3.17% | $5M | 37.3K | Q1 2026OLDER |
| PROVIDA PENSION FUND ADMINISTRATOR$5.8B AUM | 3.14% | $181M | 1.26M | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 3.13% | $24M | 181.0K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 3.08% | $15M | 78.0K | Q2 2026 |
| Alliance Private Wealth, LLC$288M AUM | 3.05% | $9M | 46.1K | Q2 2026 |
| PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM | 3.04% | $37M | 279.5K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 3.02% | $40M | 298.7K | Q1 2026OLDER |
| PCG ASSET MANAGEMENT, LLC$125M AUM | 3.01% | $4M | 28.3K | Q1 2026OLDER |
| Corsicana & Co.$158M AUM | 2.99% | $5M | 22.9K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 2.95% | $8M | 61.9K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 2.94% | $24M | 180.4K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 2.94% | $92M | 695.1K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 2.94% | $9M | 48.6K | Q2 2026 |
| Clarity Financial LLC$919M AUM | 2.86% | $26M | 197.5K | Q1 2026OLDER |
| Capital Planning LLC$307M AUM | 2.85% | $9M | 66.0K | Q1 2026OLDER |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 2.84% | $4M | 29.2K | Q1 2026OLDER |
| MONEYWISE, INC.$229M AUM | 2.84% | $7M | 47.4K | Q4 2025OLDER |
| Global Wealth Strategies & Associates$528M AUM | 2.76% | $15M | 76.3K | Q2 2026 |
| One Wealth Map LLC$213M AUM | 2.73% | $6M | 35.9K | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 2.72% | $22M | 120.0K | Q2 2026 |
| Concord Investment Counsel Inc.$297M AUM | 2.71% | $8M | 60.6K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 2.67% | $32M | 238.3K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 2.66% | $96M | 723.4K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 2.64% | $5M | 41.1K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 2.63% | $63M | 471.7K | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 2.59% | $167M | 1.26M | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 2.57% | $80M | 525.4K | Q1 2026OLDER |
| Fortitude Financial, LLC$111M AUM | 2.57% | $3M | 15.0K | Q2 2026 |
| David J Yvars Group$212M AUM | 2.56% | $5M | 28.5K | Q2 2026 |
| Box Hill Private Wealth LLC$125M AUM | 2.54% | $3M | 16.6K | Q2 2026 |
| Agate Pass Investment Management, LLC$271M AUM | 2.53% | $7M | 36.1K | Q2 2026 |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 2.53% | $4M | 30.5K | Q1 2026OLDER |
| Asset Advisory Group, Inc.$229M AUM | 2.51% | $6M | 30.1K | Q2 2026 |
| Swan Global Investments, LLC$3.0B AUM | 2.48% | $74M | 559.4K | Q1 2026OLDER |
| GR FINANCIAL GROUP, LLC$301M AUM | 2.46% | $7M | 55.9K | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 2.45% | $31M | 231.8K | Q1 2026OLDER |
| Snider Financial Group$331M AUM | 2.44% | $8M | 61.0K | Q1 2026OLDER |
| Wharton Business Group, LLC$2.6B AUM | 2.44% | $65M | 486.3K | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 2.44% | $11M | 55.8K | Q2 2026 |
| Nova Wealth Management, Inc.$154M AUM | 2.43% | $4M | 28.1K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 2.42% | $31M | 229.9K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 2.41% | $10M | 75.0K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 2.41% | $4M | 30.7K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 2.40% | $9M | 68.8K | Q1 2026OLDER |
| Saudi Central Bank$4.7B AUM | 2.40% | $113M | 851.8K | Q1 2026OLDER |
| Rothschild Capital Partners, LLC$408M AUM | 2.38% | $10M | 73.1K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 2.34% | $4M | 26.9K | Q1 2026OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 2.34% | $6M | 41.8K | Q1 2026OLDER |
| LifeSteps Financial, Inc.$158M AUM | 2.33% | $4M | 27.7K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 2.31% | $4M | 32.1K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 2.29% | $97M | 729.0K | Q1 2026OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 2.29% | $3M | 19.3K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 2.28% | $6M | 48.8K | Q1 2026OLDER |
| Ciovacco Capital Management LLC$172M AUM | 2.26% | $4M | 29.2K | Q1 2026OLDER |
| TCP Asset Management, LLC$778M AUM | 2.26% | $18M | 132.0K | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 2.24% | $5M | 36.7K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 2.23% | $29M | 154.6K | Q2 2026 |
| Point Windward Advisors Inc.$200M AUM | 2.23% | $4M | 33.5K | Q1 2026OLDER |
| McCollum Christoferson Group LLC$333M AUM | 2.23% | $7M | 55.8K | Q1 2026OLDER |
| Kagan Cocozza Asset Management$142M AUM | 2.22% | $3M | 23.8K | Q1 2026OLDER |
| Graetz Wealth LLC$112M AUM | 2.22% | $2M | 18.7K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 2.22% | $6M | 48.8K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 2.20% | $10M | 72.9K | Q1 2026OLDER |
| PLANWISER FINANCIAL, LLC$138M AUM | 2.20% | $3M | 20.2K | Q1 2026OLDER |
| Risk Paradigm Group, LLC$117M AUM | 2.19% | $3M | 19.3K | Q1 2026OLDER |
| CORRADO ADVISORS, LLC$192M AUM | 2.18% | $4M | 31.5K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 2.17% | $14M | 102.9K | Q1 2026OLDER |
| Bay Capital Advisors, LLC$162M AUM | 2.17% | $4M | 26.4K | Q1 2026OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 2.17% | $9M | 65.1K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 2.16% | $56M | 292.3K | Q2 2026 |
| PlanVest Financial, Inc$131M AUM | 2.15% | $3M | 21.2K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 2.15% | $4M | 27.1K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 2.14% | $22M | 113.8K | Q2 2026 |
| Abbot Financial Management, Inc.$239M AUM | 2.13% | $5M | 38.4K | Q1 2026OLDER |
| Financial Solutions Advisory Group, Inc.$723M AUM | 2.12% | $15M | 115.4K | Q2 2026 |
| Torrey-Payne Wealth Management, LLC$109M AUM | 2.12% | $2M | 17.4K | Q1 2026OLDER |
| 5th Street Advisors, LLC$232M AUM | 2.12% | $5M | 37.0K | Q1 2026OLDER |
| KFA Private Wealth Group, LLC$417M AUM | 2.09% | $9M | 65.5K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 2.09% | $127M | 953.7K | Q1 2026OLDER |
| SMI Advisory Services, LLC$617M AUM | 2.05% | $13M | 68.9K | Q2 2026 |
| Joseph P. Lucia & Associates, LLC$280M AUM | 2.04% | $6M | 43.0K | Q1 2026OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 2.04% | $26M | 196.7K | Q1 2026OLDER |
| AUA CAPITAL MANAGEMENT, LLC$196M AUM | 2.03% | $4M | 29.9K | Q1 2026OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 1.99% | $6M | 43.2K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 1.97% | $3M | 21.7K | Q1 2026OLDER |
| Jessup Wealth Management, Inc$274M AUM | 1.97% | $5M | 40.5K | Q1 2026OLDER |
| Laraway Financial Advisors Inc$142M AUM | 1.96% | $3M | 21.0K | Q1 2026OLDER |
| Cresta Advisors, Ltd.$244M AUM | 1.95% | $5M | 35.9K | Q1 2026OLDER |
| AMES NATIONAL CORP$167M AUM | 1.95% | $3M | 24.5K | Q1 2026OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 1.94% | $35M | 259.9K | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 1.94% | $12M | 87.1K | Q1 2026OLDER |
| Clearview Wealth Management LLC$141M AUM | 1.94% | $3M | 20.6K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$124M AUM | 1.93% | $2M | 12.6K | Q2 2026 |
| Focus Partners Wealth$89.9B AUM | 1.92% | $1.7B | 12.98M | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 1.91% | $6M | 43.2K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 1.90% | $130M | 976.1K | Q1 2026OLDER |
| Colony Family Offices, LLC$406M AUM | 1.89% | $8M | 57.8K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 1.89% | $6M | 34.0K | Q2 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC.$454M AUM | 1.89% | $9M | 45.0K | Q2 2026 |
| Private Wealth Advisors, LLC$356M AUM | 1.88% | $7M | 50.3K | Q1 2026OLDER |
| Encore Global Management, LP$143M AUM | 1.86% | $3M | 20.0K | Q1 2026OLDER |
| HERBST GROUP, LLC$183M AUM | 1.84% | $3M | 17.7K | Q2 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 1.84% | $33M | 229.4K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 1.83% | $2M | 13.7K | Q1 2026OLDER |
| Parkside Investments, LLC$823M AUM | 1.83% | $15M | 113.5K | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 1.82% | $2M | 16.2K | Q1 2026OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 1.82% | $4M | 60.0K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 1.81% | $22M | 77.0K | Q3 2025OLDER |
| Oxford Wealth Group, LLC$183M AUM | 1.81% | $3M | 24.9K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 1.80% | $9M | 68.5K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 1.80% | $3M | 25.3K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 1.80% | $21M | 156.0K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 1.79% | $278M | 1.35M | Q1 2026OLDER |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 1.79% | $3M | 24.9K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 1.79% | $48M | 363.4K | Q1 2026OLDER |
| Perbak Capital Partners LLP$406M AUM | 1.78% | $10M | 35.8K | Q3 2025OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 1.75% | $15M | 115.5K | Q1 2026OLDER |
| Convergence Financial, LLC$943M AUM | 1.75% | $16M | 122.3K | Q1 2026OLDER |
| Adams Wealth Management$455M AUM | 1.75% | $8M | 59.9K | Q1 2026OLDER |
| Windsor Capital Management, LLC$385M AUM | 1.75% | $7M | 35.2K | Q2 2026 |
| JMAC ENTERPRISES LLC$522M AUM | 1.74% | $9M | 68.4K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 1.74% | $9M | 64.3K | Q1 2026OLDER |
| SPRENG CAPITAL MANAGEMENT, INC.$212M AUM | 1.72% | $4M | 27.4K | Q1 2026OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 1.71% | $23M | 171.5K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 1.71% | $4M | 21.4K | Q2 2026 |
| NFSG Corp$608M AUM | 1.70% | $10M | 77.6K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 1.69% | $6M | 43.6K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 1.69% | $9M | 69.4K | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$174M AUM | 1.68% | $3M | 15.4K | Q2 2026 |
| BigSur Wealth Management LLC$356M AUM | 1.67% | $6M | 44.9K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 1.67% | $7M | 52.5K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 1.66% | $9M | 64.8K | Q1 2026OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 1.66% | $17M | 131.2K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 1.64% | $4M | 21.4K | Q2 2026 |
| WESPAC Advisors SoCal, LLC$470M AUM | 1.63% | $8M | 57.8K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 1.63% | $25M | 187.3K | Q1 2026OLDER |
| HARRELL INVESTMENT PARTNERS, LLC$461M AUM | 1.63% | $8M | 39.4K | Q2 2026 |
| Legacy Advisors, LLC$848M AUM | 1.61% | $14M | 102.7K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 1.60% | $5M | 38.9K | Q1 2026OLDER |
| Yoder Wealth Management, Inc.$219M AUM | 1.60% | $4M | 26.4K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 1.60% | $15M | 111.7K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 1.58% | $10M | 67.5K | Q4 2025OLDER |
| CHANNEL WEALTH LLC$413M AUM | 1.57% | $6M | 48.9K | Q1 2026OLDER |
| CONTINUUM WEALTH ADVISORS, LLC$241M AUM | 1.56% | $4M | 28.1K | Q4 2025OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 1.56% | $7M | 48.9K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 1.55% | $7M | 54.0K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 1.55% | $3M | 21.2K | Q1 2026OLDER |
| TTP Investments, Inc.$247M AUM | 1.55% | $4M | 20.1K | Q2 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 1.55% | $35M | 261.4K | Q1 2026OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 1.54% | $2M | 13.5K | Q1 2026OLDER |
| CFC Planning Co LLC$140M AUM | 1.54% | $2M | 16.2K | Q1 2026OLDER |
| RH Tailwind Management, LLC$781M AUM | 1.53% | $10M | 67.0K | Q4 2025OLDER |
| Serenus Wealth Advisors, LLC$501M AUM | 1.53% | $8M | 57.7K | Q1 2026OLDER |
| P SCHOENFELD ASSET MANAGEMENT LP$184M AUM | 1.53% | $4M | 30.0K | Q4 2025OLDER |
| 1015 Capital Partners, LLC$103M AUM | 1.52% | $2M | 11.8K | Q1 2026OLDER |
| McHugh Group, LLC$169M AUM | 1.51% | $3M | 19.3K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 1.51% | $3M | 44.7K | Q4 2025OLDER |
| Bucket List Wealth Management, LLC$166M AUM | 1.50% | $2M | 18.8K | Q1 2026OLDER |
| KDK Private Wealth Management, LLC$109M AUM | 1.50% | $2M | 12.4K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 1.50% | $4M | 29.4K | Q1 2026OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 1.49% | $147M | 1.02M | Q4 2025OLDER |
| Vivid Wealth Management, LLC$247M AUM | 1.49% | $4M | 27.7K | Q1 2026OLDER |
| Ruggiero Investments, Inc.$103M AUM | 1.48% | $2M | 11.5K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 1.48% | $4M | 23.5K | Q1 2026OLDER |
| Menard Financial Group LLC$143M AUM | 1.47% | $2M | 15.9K | Q1 2026OLDER |
| Crews Bank & Trust$766M AUM | 1.47% | $11M | 59.1K | Q2 2026 |
| Oakworth Capital, Inc.$1.9B AUM | 1.44% | $27M | 205.1K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 1.44% | $2M | 17.6K | Q1 2026OLDER |
| Iyo Bank, Ltd.$281M AUM | 1.44% | $4M | 30.4K | Q1 2026OLDER |
| EWG Elevate Inc.$320M AUM | 1.43% | $5M | 16.2K | Q3 2025OLDER |
| Lanham O'Dell & Company, Inc.$347M AUM | 1.43% | $4M | 15.9K | Q3 2025OLDER |
| Realta Investment Advisors$288M AUM | 1.42% | $4M | 30.7K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 1.42% | $4M | 32.9K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 1.41% | $3M | 19.9K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 1.41% | $10M | 72.6K | Q4 2025OLDER |
| Tamar Securities, LLC$934M AUM | 1.41% | $13M | 98.8K | Q1 2026OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 1.40% | $265M | 1.99M | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 1.40% | $3M | 21.0K | Q1 2026OLDER |
| FLAGSTAR SECURITIES, INC$331M AUM | 1.40% | $5M | 24.3K | Q2 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 1.39% | $7M | 36.1K | Q2 2026 |
| Milestone Investment Advisors LLC$414M AUM | 1.39% | $6M | 43.2K | Q1 2026OLDER |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV$347M AUM | 1.38% | $5M | 25.2K | Q2 2026 |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 1.37% | $12M | 93.8K | Q1 2026OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 1.33% | $3M | 23.1K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 1.32% | $7M | 52.4K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 1.32% | $4M | 30.8K | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 1.31% | $3M | 21.5K | Q4 2025OLDER |
| THEORY FINANCIAL LLC$285M AUM | 1.31% | $4M | 28.1K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 1.30% | $31M | 234.7K | Q1 2026OLDER |
| PARAGON FINANCIAL PARTNERS, INC.$177M AUM | 1.30% | $2M | 15.5K | Q1 2026OLDER |
| Westwood Wealth Management$255M AUM | 1.29% | $2M | 11.9K | Q4 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 1.29% | $9M | 67.5K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 1.29% | $287M | 2.16M | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 1.27% | $7M | 49.8K | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 1.27% | $4M | 23.1K | Q2 2026 |
| PFG Investments, LLC$2.1B AUM | 1.26% | $27M | 203.7K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 1.26% | $2M | 11.7K | Q1 2026OLDER |
| Volterra Technologies LP$823M AUM | 1.26% | $10M | 77.7K | Q1 2026OLDER |
| Shulman DeMeo Asset Management LLC$535M AUM | 1.25% | $7M | 35.1K | Q2 2026 |
| Finward Bancorp$125M AUM | 1.25% | $2M | 11.7K | Q1 2026OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 1.25% | $4M | 33.0K | Q1 2026OLDER |
| NDWM LLC$154M AUM | 1.25% | $2M | 14.5K | Q1 2026OLDER |
| Generate Investment Management Ltd$2.0B AUM | 1.24% | $27M | 189.6K | Q4 2025OLDER |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 1.24% | $4M | 28.5K | Q4 2025OLDER |
| Ameraudi Asset Management, Inc.$184M AUM | 1.24% | $2M | 17.2K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 1.24% | $2M | 14.1K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 1.24% | $3M | 19.4K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 1.23% | $15M | 110.8K | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 1.23% | $5M | 34.4K | Q4 2025OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 1.22% | $3M | 24.6K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 1.22% | $6M | 46.8K | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 1.22% | $2M | 15.4K | Q1 2026OLDER |
| Henson-Edgewater Management, LLC$157M AUM | 1.21% | $2M | 14.3K | Q1 2026OLDER |
| AdvisorShares Investments LLC$549M AUM | 1.21% | $7M | 49.8K | Q1 2026OLDER |
| Warren Street Wealth Advisors, LLC$393M AUM | 1.21% | $5M | 35.7K | Q1 2026OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 1.20% | $68M | 466.0K | Q4 2025OLDER |
| Warner Group LLC$153M AUM | 1.20% | $2M | 13.8K | Q1 2026OLDER |
| Dodds Wealth, LLC$407M AUM | 1.19% | $5M | 36.5K | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 1.19% | $2M | 10.8K | Q2 2026 |
| Phoenix Financial Ltd.$10.5B AUM | 1.18% | $124M | 935.1K | Q1 2026OLDER |
| Meiji Yasuda Life Insurance Co$2.9B AUM | 1.18% | $34M | 259.2K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 1.17% | $8M | 57.7K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 1.17% | $11M | 80.6K | Q1 2026OLDER |
| Lionshead Wealth Management, LLC$136M AUM | 1.17% | $2M | 11.9K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 1.17% | $14M | 103.2K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 1.17% | $4M | 32.3K | Q1 2026OLDER |
| Seelaus Asset Management LLC$142M AUM | 1.16% | $2M | 8.7K | Q2 2026 |
| Polaris Investment Advisors, LLC$156M AUM | 1.16% | $2M | 9.5K | Q2 2026 |
| GM Advisory Group, LLC$2.6B AUM | 1.15% | $30M | 224.5K | Q1 2026OLDER |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 1.14% | $6M | 42.4K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 1.14% | $34M | 253.8K | Q1 2026OLDER |
| Yarbrough Capital, LLC$2.9B AUM | 1.14% | $32M | 244.1K | Q1 2026OLDER |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 1.14% | $4M | 32.5K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 1.13% | $14M | 107.0K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 1.13% | $2M | 11.6K | Q2 2026 |
| Canton Hathaway, LLC$496M AUM | 1.13% | $6M | 42.2K | Q1 2026OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 1.12% | $7M | 51.5K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 1.12% | $11M | 85.7K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 1.12% | $228M | 1.71M | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 1.12% | $10M | 76.3K | Q1 2026OLDER |
| Eagle Wealth Advisors LLC$108M AUM | 1.11% | $1M | 9.0K | Q1 2026OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 1.10% | $4M | 43.3K | Q1 2026OLDER |
| Daner Wealth Management, LLC$170M AUM | 1.09% | $2M | 10.6K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 1.09% | $3M | 22.3K | Q1 2026OLDER |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV$116M AUM | 1.09% | $1M | 9.5K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 1.09% | $4M | 23.2K | Q2 2026 |
| Cadent Capital Advisors, LLC$386M AUM | 1.08% | $4M | 31.5K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 1.08% | $10M | 72.8K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 1.08% | $11M | 85.6K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 1.06% | $4M | 33.3K | Q1 2026OLDER |
| Fjell Capital, LLC$130M AUM | 1.06% | $1M | 10.4K | Q1 2026OLDER |
| Broyhill Asset Management, LLC$108M AUM | 1.06% | $1M | 8.6K | Q1 2026OLDER |
| Altura Wealth Advisors Inc.$229M AUM | 1.06% | $2M | 18.2K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 1.06% | $5M | 35.5K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 1.05% | $16M | 118.3K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$959M AUM | 1.05% | $10M | 52.9K | Q2 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 1.05% | $20M | 152.7K | Q1 2026OLDER |
| Elite Wealth Management, Inc.$308M AUM | 1.04% | $3M | 24.2K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$336M AUM | 1.04% | $3M | 18.3K | Q2 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 1.03% | $16M | 120.3K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 1.03% | $10M | 73.9K | Q1 2026OLDER |
| Wagner Wealth Management, Corp$111M AUM | 1.03% | $1M | 8.6K | Q1 2026OLDER |
| jvl associates llc$352M AUM | 1.03% | $4M | 19.0K | Q2 2026 |
| Ranch Capital Advisors Inc.$277M AUM | 1.02% | $3M | 21.2K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.99% | $9M | 70.3K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 0.99% | $8M | 42.2K | Q2 2026 |
| Manchester Capital Management LLC$694M AUM | 0.99% | $7M | 51.8K | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.98% | $6M | 29.2K | Q2 2026 |
| IronBridge Private Wealth, LLC$310M AUM | 0.98% | $3M | 21.5K | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.98% | $37M | 274.9K | Q1 2026OLDER |
| JM2 Capital Inc.$121M AUM | 0.97% | $1M | 8.8K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.97% | $4M | 28.1K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.97% | $10M | 72.8K | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 0.97% | $6M | 47.3K | Q1 2026OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 0.97% | $8M | 63.4K | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.97% | $4M | 26.9K | Q1 2026OLDER |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.96% | $2M | 14.1K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.96% | $10M | 74.0K | Q1 2026OLDER |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499M AUM | 0.96% | $5M | 36.5K | Q1 2026OLDER |
| Summit Financial Consulting LLC$140M AUM | 0.96% | $1M | 10.1K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.95% | $2M | 16.2K | Q1 2026OLDER |
| Oxinas Partners, LLC$254M AUM | 0.95% | $2M | 12.7K | Q2 2026 |
| Jain Global LLC$24.2B AUM | 0.95% | $230M | 1.73M | Q1 2026OLDER |
| Arcadia Wealth Management, Inc.$185M AUM | 0.95% | $2M | 13.1K | Q1 2026OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 0.94% | $6M | 42.7K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.94% | $9M | 65.8K | Q1 2026OLDER |
| Kessler Investment Group, LLC$234M AUM | 0.93% | $2M | 11.4K | Q2 2026 |
| Cercano Management LLC$2.3B AUM | 0.93% | $22M | 162.1K | Q1 2026OLDER |
| Ackerman Asset Management, LLC$143M AUM | 0.93% | $1M | 10.0K | Q1 2026OLDER |
| Hudson Value Partners, LLC$335M AUM | 0.93% | $3M | 23.4K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 0.93% | $8M | 40.8K | Q2 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.92% | $49M | 259.6K | Q2 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.91% | $13M | 100.0K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.91% | $47M | 351.7K | Q1 2026OLDER |
| Powers Capital, LLC$212M AUM | 0.90% | $2M | 14.4K | Q1 2026OLDER |
| American Money Management, LLC$632M AUM | 0.90% | $6M | 43.0K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.90% | $26M | 191.9K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.90% | $16M | 122.5K | Q1 2026OLDER |
| Crescent Sterling, Ltd.$112M AUM | 0.90% | $1M | 5.3K | Q2 2026 |
| Lion Street Advisors, LLC$289M AUM | 0.90% | $3M | 16.1K | Q3 2025OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 0.89% | $4M | 30.5K | Q1 2026OLDER |
| Roberts Wealth Advisors, LLC$394M AUM | 0.89% | $4M | 26.4K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.89% | $3M | 17.4K | Q2 2026 |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.89% | $1M | 10.5K | Q1 2026OLDER |
| Summit Place Financial Advisors, LLC$208M AUM | 0.88% | $2M | 13.8K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 0.88% | $2M | 13.7K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.88% | $3M | 20.9K | Q4 2025OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.88% | $2M | 18.7K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.86% | $2M | 11.9K | Q1 2026OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 0.86% | $3M | 15.6K | Q2 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 0.86% | $2M | 17.6K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 0.86% | $1M | 5.6K | Q2 2026 |
| ROCKLAND TRUST CO$2.5B AUM | 0.86% | $22M | 114.5K | Q2 2026 |
| KKM Financial LLC$563M AUM | 0.86% | $5M | 33.5K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.86% | $8M | 57.4K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.86% | $26M | 194.1K | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 0.85% | $6M | 46.9K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 0.85% | $8M | 53.6K | Q4 2025OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.85% | $3M | 23.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.85% | $627M | 4.72M | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.85% | $28M | 146.9K | Q2 2026 |
| Yelin Lapidot Holdings Management Ltd.$480M AUM | 0.84% | $4M | 30.5K | Q1 2026OLDER |
| Cane Capital Partners, LLC$229M AUM | 0.84% | $2M | 14.5K | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.84% | $1M | 9.8K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.84% | $5M | 41.1K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.84% | $4M | 28.4K | Q1 2026OLDER |
| Elevation Advisory Partners LLC$107M AUM | 0.84% | $895,258 | 6.0K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.83% | $7M | 55.2K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.83% | $61M | 455.3K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.83% | $12M | 87.9K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 0.82% | $4M | 30.3K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.82% | $3M | 20.4K | Q1 2026OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 0.82% | $5M | 38.5K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 0.82% | $2M | 16.5K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.81% | $26M | 137.8K | Q2 2026 |
| Wealth Watch Advisors, INC$239M AUM | 0.81% | $2M | 14.6K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.81% | $7M | 51.6K | Q1 2026OLDER |
| Robinson Value Management, Ltd.$180M AUM | 0.81% | $1M | 11.0K | Q1 2026OLDER |
| Hansen & Associates Financial Group, Inc.$186M AUM | 0.81% | $2M | 11.0K | Q1 2026OLDER |
| Guardian Capital, LLC$105M AUM | 0.80% | $840,760 | 6.3K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.80% | $12M | 88.8K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.80% | $18M | 133.6K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.79% | $1M | 9.2K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.79% | $169M | 1.27M | Q1 2026OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 0.79% | $2M | 16.5K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.79% | $8M | 63.2K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.79% | $9M | 69.2K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.79% | $2M | 17.1K | Q1 2026OLDER |
| WJ Financial Advisors LLC$124M AUM | 0.79% | $972,299 | 7.3K | Q1 2026OLDER |
| Goepper Burkhardt LLC$299M AUM | 0.78% | $2M | 17.7K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.78% | $6M | 46.9K | Q1 2026OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 0.78% | $3M | 25.0K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.78% | $2M | 18.5K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.77% | $898,314 | 6.8K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.76% | $875,545 | 6.6K | Q1 2026OLDER |
| Horizon Family Wealth, Inc.$189M AUM | 0.76% | $1M | 10.8K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.75% | $2M | 12.8K | Q1 2026OLDER |
| AmeriServ Wealth Advisors$157M AUM | 0.75% | $1M | 8.8K | Q1 2026OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 0.74% | $3M | 21.4K | Q1 2026OLDER |
| IFC Advisors LLC$699M AUM | 0.74% | $5M | 39.1K | Q1 2026OLDER |
| Symmetry Investments LP$913M AUM | 0.74% | $7M | 50.9K | Q1 2026OLDER |
| West Financial Advisors, LLC$659M AUM | 0.74% | $5M | 25.6K | Q2 2026 |
| Blue Zone Wealth Advisors, LLC$491M AUM | 0.73% | $4M | 27.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.73% | $501M | 3.77M | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.73% | $5M | 34.6K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.73% | $7M | 42.2K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.