AVDVAMERICAN CENTY ETF TR
CUSIP 025072802 · Yahoo Finance ↗ · Google Finance ↗
American Centy Etf Tr (AVDV) has 646 institutional holders in Filings Flow’s 13F database, together reporting 138.16M shares worth $13.7B as of Q1 2026. The largest reported holders are Jones Financial Companies Lllp, Creative Planning, and Savant Capital, LLC.
Institutional Holders
646
Q1 2026
Reported Value
$13.7B
Ticker
AVDV
Quarters Tracked
27
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 1.41% | $2.9B | 30.36M | Q1 2026 |
| Creative Planning$147.4B AUM | 1.61% | $2.4B | 23.78M | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 5.56% | $1.2B | 11.52M | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.49% | $437M | 4.38M | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 4.14% | $411M | 4.12M | Q1 2026 |
| Accredited Investors Inc.$1.9B AUM | 14.17% | $263M | 2.63M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.07% | $256M | 2.56M | Q1 2026 |
| Mason Investment Advisory Services, Inc.$2.2B AUM | 10.88% | $236M | 2.36M | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 2.62% | $219M | 2.19M | Q1 2026 |
| Haverford Trust Co$10.9B AUM | 1.52% | $166M | 1.66M | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 2.36% | $165M | 1.65M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.04% | $163M | 1.64M | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.20% | $142M | 1.42M | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.19% | $133M | 1.33M | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.06% | $120M | 1.20M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.01% | $109M | 1.09M | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.04% | $96M | 957.1K | Q1 2026 |
| Unison Advisors LLC$1.3B AUM | 6.27% | $83M | 827.5K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $80M | 800.2K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.05% | $76M | 762.8K | Q1 2026 |
| TCI Wealth Advisors, Inc.$1.9B AUM | 3.70% | $70M | 697.5K | Q1 2026 |
| Frontier Asset Management, LLC$477M AUM | 13.82% | $66M | 660.3K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.36% | $65M | 647.2K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 1.09% | $63M | 630.6K | Q1 2026 |
| Wealth Management Nebraska$987M AUM | 5.72% | $56M | 565.0K | Q1 2026 |
| Burton Enright Welch$736M AUM | 7.57% | $56M | 557.4K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.35% | $54M | 543.3K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.26% | $53M | 532.1K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.78% | $53M | 489.8K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.59% | $53M | 527.6K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.05% | $52M | 517.4K | Q1 2026 |
| Hill Investment Group Partners, LLC$906M AUM | 5.58% | $51M | 506.1K | Q1 2026 |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 4.63% | $50M | 505.7K | Q1 2026 |
| Divergent Planning, LLC$392M AUM | 12.83% | $50M | 529.9K | Q4 2025OLDER |
| Foster Group, Inc.$3.8B AUM | 1.47% | $49M | 495.6K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.37% | $48M | 479.0K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $45M | 453.5K | Q1 2026 |
| Brickley Wealth Management$583M AUM | 7.73% | $45M | 451.3K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.05% | $45M | 448.4K | Q1 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 2.90% | $43M | 426.7K | Q1 2026 |
| Greenline Partners, LLC$930M AUM | 4.42% | $41M | 411.9K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $40M | 402.1K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.04% | $38M | 384.0K | Q1 2026 |
| PrairieView Partners, LLC$1.0B AUM | 3.70% | $38M | 482.3K | Q2 2025OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 1.78% | $38M | 402.7K | Q4 2025OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 4.06% | $38M | 378.2K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.15% | $34M | 340.7K | Q1 2026 |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 6.73% | $34M | 339.0K | Q1 2026 |
| Symmetry Partners, LLC$1.8B AUM | 1.93% | $34M | 337.8K | Q1 2026 |
| Marquette Asset Management, LLC$779M AUM | 4.93% | $33M | 330.3K | Q1 2026 |
| Werba Rubin Papier Wealth Management$718M AUM | 4.55% | $33M | 327.5K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.76% | $32M | 322.6K | Q1 2026 |
| Meredith Wealth Planning$369M AUM | 8.48% | $31M | 313.6K | Q1 2026 |
| Opus Capital Group, LLC$930M AUM | 3.36% | $31M | 313.2K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.12% | $31M | 312.8K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 1.00% | $31M | 293.2K | Q1 2026 |
| Angeles Investment Advisors, LLC$1.5B AUM | 1.98% | $29M | 295.1K | Q1 2026 |
| Emprise Bank$271M AUM | 11.56% | $29M | 288.4K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.44% | $28M | 282.6K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.28% | $28M | 277.5K | Q1 2026 |
| ATWOOD & PALMER INC$1.9B AUM | 1.54% | $27M | 272.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $27M | 271.0K | Q1 2026 |
| Willow Creek Wealth Management Inc.$1.2B AUM | 2.19% | $27M | 299.2K | Q3 2025OLDER |
| Falcon Wealth Planning$1.5B AUM | 1.79% | $26M | 262.5K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.30% | $26M | 261.6K | Q1 2026 |
| CogentBlue Wealth Advisors, LLC$149M AUM | 17.42% | $26M | 259.4K | Q1 2026 |
| QUARRY HILL ADVISORS, LLC$243M AUM | 10.48% | $25M | 236.1K | Q1 2026 |
| DEFINE FINANCIAL, LLC$184M AUM | 13.66% | $25M | 252.1K | Q1 2026 |
| Kondo Wealth Advisors, Inc.$266M AUM | 9.38% | $25M | 249.5K | Q1 2026 |
| Stratos Investment Management, LLC$2.5B AUM | 1.00% | $25M | 249.0K | Q1 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 3.68% | $24M | 245.3K | Q1 2026 |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 3.75% | $24M | 233.3K | Q1 2026 |
| Morton Brown Family Wealth, LLC$378M AUM | 6.37% | $24M | 241.5K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.17% | $24M | 239.5K | Q1 2026 |
| B&D White Capital Company, LLC$809M AUM | 2.94% | $24M | 238.3K | Q1 2026 |
| Peirce Capital Management, LLC$256M AUM | 8.64% | $22M | 221.3K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $22M | 218.9K | Q1 2026 |
| SATOVSKY ASSET MANAGEMENT LLC$566M AUM | 3.80% | $22M | 215.7K | Q1 2026 |
| Quantum Financial Advisors, LLC$1.0B AUM | 2.29% | $20M | 204.8K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $20M | 202.1K | Q1 2026 |
| Squire Investment Management Company, LLC$360M AUM | 5.53% | $20M | 199.4K | Q1 2026 |
| Wealth Architects, LLC$1.1B AUM | 1.77% | $20M | 198.4K | Q1 2026 |
| Brady Martz Wealth Solutions, LLC$587M AUM | 3.29% | $19M | 193.2K | Q1 2026 |
| Discipline Wealth Solutions, LLC$950M AUM | 2.01% | $19M | 191.5K | Q1 2026 |
| Oakwell Private Wealth Management, LLC$560M AUM | 3.39% | $19M | 189.9K | Q1 2026 |
| Plancorp, LLC$3.5B AUM | 0.53% | $19M | 176.1K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.33% | $18M | 181.8K | Q1 2026 |
| Prosperity Planning, Inc.$395M AUM | 4.59% | $18M | 181.5K | Q1 2026 |
| Great Point Wealth Advisors, LLC$542M AUM | 3.31% | $18M | 179.4K | Q1 2026 |
| Summit Portfolio Management, LTD.$155M AUM | 11.51% | $18M | 179.2K | Q1 2026 |
| McMill Wealth Management$376M AUM | 4.73% | $18M | 178.3K | Q1 2026 |
| Invariant Investment Management$171M AUM | 10.84% | $18M | 167.7K | Q1 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 5.93% | $18M | 175.8K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.28% | $17M | 173.1K | Q1 2026 |
| Bedel Financial Consulting, Inc.$888M AUM | 1.94% | $17M | 172.1K | Q1 2026 |
| Penserra Capital Management LLC$8.5B AUM | 0.20% | $17M | 172.0K | Q1 2026 |
| JRM Investment Counsel, LLC$375M AUM | 4.57% | $17M | 171.9K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 3.79% | $17M | 168.8K | Q1 2026 |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 3.16% | $16M | 165.1K | Q1 2026 |
| Kaufman Rossin Wealth, LLC$174M AUM | 9.41% | $16M | 164.3K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.12% | $16M | 164.1K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.04% | $16M | 162.3K | Q1 2026 |
| HMV Wealth Advisors, LLC$213M AUM | 7.52% | $16M | 160.3K | Q1 2026 |
| Valued Wealth Advisors LLC$247M AUM | 6.47% | $16M | 159.8K | Q1 2026 |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 1.95% | $15M | 151.8K | Q1 2026 |
| LIBRA WEALTH LLC$355M AUM | 4.19% | $15M | 148.9K | Q1 2026 |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 4.17% | $15M | 148.7K | Q1 2026 |
| Intergy Private Wealth, LLC$341M AUM | 4.31% | $15M | 147.1K | Q1 2026 |
| Flagstone Financial Management$403M AUM | 3.63% | $15M | 146.5K | Q1 2026 |
| Cornerstone Wealth Partners, LLC$176M AUM | 8.23% | $15M | 145.2K | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 3.76% | $14M | 143.4K | Q1 2026 |
| Aerodigm Wealth, LLC$266M AUM | 5.28% | $14M | 140.6K | Q1 2026 |
| D'Orazio & Associates, Inc.$772M AUM | 1.82% | $14M | 140.4K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.02% | $14M | 139.1K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $14M | 138.3K | Q1 2026 |
| Fonville Wealth Management LLC$525M AUM | 2.60% | $14M | 136.6K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $14M | 135.6K | Q1 2026 |
| Barry Investment Advisors, LLC$478M AUM | 2.98% | $14M | 135.5K | Q1 2026 |
| Mraz, Amerine & Associates, Inc.$678M AUM | 1.97% | $13M | 134.0K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.43% | $13M | 133.4K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.37% | $13M | 132.0K | Q1 2026 |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 2.96% | $13M | 131.8K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $13M | 131.3K | Q1 2026 |
| Three Arch Wealth Management LLC$556M AUM | 2.33% | $13M | 129.9K | Q1 2026 |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 4.36% | $13M | 128.0K | Q1 2026 |
| Telos Capital Management, Inc.$1.0B AUM | 1.22% | $13M | 127.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.12% | $13M | 123.3K | Q1 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 1.11% | $12M | 116.4K | Q1 2026 |
| Apeiron RIA LLC$431M AUM | 2.83% | $12M | 122.3K | Q1 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.19% | $12M | 120.8K | Q1 2026 |
| Seven Springs Wealth Group, LLC$432M AUM | 2.75% | $12M | 119.2K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.96% | $12M | 118.8K | Q1 2026 |
| Friday Financial$373M AUM | 4.05% | $12M | 117.7K | Q1 2026 |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.59% | $12M | 117.7K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 0.38% | $12M | 110.9K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.20% | $12M | 115.4K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.02% | $11M | 113.8K | Q1 2026 |
| Annex Advisory Services, LLC$5.3B AUM | 0.21% | $11M | 112.1K | Q1 2026 |
| Efficient Advisors, LLC$1.4B AUM | 0.78% | $11M | 110.1K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.09% | $11M | 108.0K | Q1 2026 |
| Strategic Financial Planning, Inc.$171M AUM | 6.05% | $10M | 481.2K | Q1 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 4.14% | $10M | 103.1K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.07% | $10M | 100.6K | Q1 2026 |
| FIDELITY D & D BANCORP INC$249M AUM | 3.97% | $10M | 99.1K | Q1 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 1.22% | $10M | 97.8K | Q1 2026 |
| Parkshore Wealth Management, Inc.$299M AUM | 3.26% | $10M | 97.5K | Q1 2026 |
| CoreFirst Bank & Trust$189M AUM | 5.26% | $10M | 103.4K | Q4 2025OLDER |
| REAP Financial Group, LLC$507M AUM | 1.91% | $10M | 97.1K | Q1 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 1.07% | $10M | 97.0K | Q1 2026 |
| WMG Financial Advisors, LLC$240M AUM | 3.99% | $10M | 95.9K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $10M | 94.9K | Q1 2026 |
| Porter White Investment Advisors, Inc.$250M AUM | 3.83% | $10M | 95.7K | Q1 2026 |
| WealthCollab, LLC$243M AUM | 3.84% | $9M | 93.4K | Q1 2026 |
| True North Advisors, LLC$877M AUM | 1.06% | $9M | 93.1K | Q1 2026 |
| FFG Partners, LLC$352M AUM | 3.66% | $9M | 92.6K | Q1 2026 |
| Financial Futures Ltd Liability Co.$228M AUM | 4.02% | $9M | 91.8K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.03% | $9M | 89.6K | Q1 2026 |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 2.47% | $9M | 85.0K | Q1 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 1.92% | $9M | 90.1K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.02% | $9M | 89.1K | Q1 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC$251M AUM | 3.46% | $9M | 87.0K | Q1 2026 |
| Fort Vancouver Investment Management, LLC$197M AUM | 4.39% | $9M | 86.6K | Q1 2026 |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 6.78% | $9M | 86.0K | Q1 2026 |
| STOLZ & ASSOCIATES, PS$143M AUM | 5.87% | $8M | 79.1K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $8M | 82.2K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.06% | $8M | 81.5K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.58% | $8M | 80.4K | Q1 2026 |
| Schulz Wealth, LTD.$156M AUM | 5.09% | $8M | 84.5K | Q4 2025OLDER |
| Bellecapital International Ltd.$554M AUM | 1.43% | $8M | 79.2K | Q1 2026 |
| ANDERSON HOAGLAND & CO$1.3B AUM | 0.67% | $8M | 77.8K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.02% | $8M | 77.7K | Q1 2026 |
| HBE Wealth Management, LLC$115M AUM | 6.76% | $8M | 77.6K | Q1 2026 |
| Bull Oak Capital, LLC$260M AUM | 2.93% | $8M | 76.4K | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 1.70% | $8M | 76.0K | Q1 2026 |
| Oceanside Advisors LLC$175M AUM | 4.28% | $7M | 75.1K | Q1 2026 |
| COWA, LLC$371M AUM | 2.00% | $7M | 74.1K | Q1 2026 |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 3.37% | $7M | 73.8K | Q1 2026 |
| Physician Wealth Solutions Inc.$242M AUM | 3.01% | $7M | 72.9K | Q1 2026 |
| Beta Wealth Group, Inc.$242M AUM | 2.99% | $7M | 72.4K | Q1 2026 |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 4.55% | $7M | 72.2K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.42% | $7M | 71.6K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 1.11% | $7M | 68.3K | Q1 2026 |
| HILL ISLAND FINANCIAL LLC$412M AUM | 1.68% | $7M | 69.1K | Q1 2026 |
| Estate Counselors, LLC$1.1B AUM | 0.60% | $7M | 68.0K | Q1 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 1.40% | $7M | 67.6K | Q1 2026 |
| PW ADVISORS, LLC \ FL$133M AUM | 5.02% | $7M | 67.1K | Q1 2026 |
| Truepoint, Inc.$4.5B AUM | 0.15% | $7M | 66.7K | Q1 2026 |
| CLARIS ADVISORS, LLC / MO /$334M AUM | 1.99% | $7M | 66.7K | Q1 2026 |
| Factor Wealth Management LTD$661M AUM | 1.25% | $7M | 66.6K | Q1 2026 |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.10% | $7M | 66.5K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $7M | 66.3K | Q1 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.72% | $7M | 66.2K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $6M | 64.0K | Q1 2026 |
| PCG Wealth Advisors, LLC$395M AUM | 1.61% | $6M | 63.9K | Q1 2026 |
| Ballentine Capital Advisors, Inc$242M AUM | 2.64% | $6M | 63.9K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.36% | $6M | 63.7K | Q1 2026 |
| Oak Wealth Advisors LLC$182M AUM | 3.48% | $6M | 63.5K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.03% | $6M | 63.1K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.28% | $6M | 63.0K | Q1 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV$156M AUM | 3.99% | $6M | 62.1K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $6M | 61.0K | Q1 2026 |
| CURIO WEALTH, LLC$293M AUM | 2.07% | $6M | 60.8K | Q1 2026 |
| Harbor Group, Inc.$692M AUM | 0.88% | $6M | 60.7K | Q1 2026 |
| Empire Financial Management Company, LLC$442M AUM | 1.36% | $6M | 60.5K | Q1 2026 |
| Community Bank, N.A.$840M AUM | 0.72% | $6M | 60.2K | Q1 2026 |
| Golden Bell Financial Planning LLC$125M AUM | 4.76% | $6M | 59.8K | Q1 2026 |
| Greenspring Advisors, LLC$1.6B AUM | 0.36% | $6M | 59.5K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.12% | $6M | 59.4K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.47% | $6M | 59.1K | Q1 2026 |
| Avant Financial Advisors LLC$161M AUM | 4.12% | $6M | 58.7K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.13% | $6M | 55.6K | Q1 2026 |
| Fortress Wealth Management, Inc.$225M AUM | 2.59% | $6M | 65.4K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 56.5K | Q1 2026 |
| Blue Investment Partners LLC$285M AUM | 1.95% | $6M | 70.0K | Q2 2025OLDER |
| Oath Planning, LLC$113M AUM | 4.92% | $6M | 55.4K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.17% | $6M | 55.4K | Q1 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC$171M AUM | 3.70% | $5M | 54.9K | Q1 2026 |
| KOM Wealth Management Group, LLC$147M AUM | 3.72% | $5M | 54.6K | Q1 2026 |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.66% | $5M | 53.7K | Q1 2026 |
| Prism Planning Partners LLC$85M AUM | 6.34% | $5M | 53.6K | Q1 2026 |
| Leibman Financial Services, Inc.$136M AUM | 3.92% | $5M | 53.5K | Q1 2026 |
| Stone Summit Wealth LLC$359M AUM | 1.47% | $5M | 52.9K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.07% | $5M | 52.4K | Q1 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.59% | $5M | 52.4K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.51% | $5M | 52.1K | Q1 2026 |
| Cypress Point Wealth Management, LLC$464M AUM | 1.09% | $5M | 50.9K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.08% | $5M | 50.0K | Q1 2026 |
| Davidson Kahn Capital Management, LLC$188M AUM | 2.61% | $5M | 48.2K | Q1 2026 |
| Laurel Wealth Planning LLC$190M AUM | 2.57% | $5M | 48.7K | Q1 2026 |
| Alpha Omega Wealth Management LLC$617M AUM | 0.79% | $5M | 48.7K | Q1 2026 |
| Stokes Family Office, LLC$969M AUM | 0.50% | $5M | 48.2K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.05% | $5M | 47.4K | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.39% | $5M | 47.4K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $5M | 47.2K | Q1 2026 |
| Stegent Equity Advisors, Inc.$117M AUM | 3.99% | $5M | 46.9K | Q1 2026 |
| Cascade Financial Partners, LLC$970M AUM | 0.47% | $5M | 46.0K | Q1 2026 |
| Haven Private, LLC$230M AUM | 2.00% | $5M | 45.9K | Q1 2026 |
| Bauman Advisory Group, LLC$143M AUM | 3.21% | $5M | 45.9K | Q1 2026 |
| TrustWell Financial Advisors, LLC$106M AUM | 4.29% | $5M | 45.7K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.02% | $4M | 45.0K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $4M | 44.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.06% | $4M | 44.1K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $4M | 44.0K | Q1 2026 |
| Asset One Wealth Management LLC$904M AUM | 0.48% | $4M | 41.6K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.05% | $4M | 42.6K | Q1 2026 |
| Kings Path Partners LLC$248M AUM | 1.70% | $4M | 53.1K | Q2 2025OLDER |
| Bristlecone Value Partners, LLC$114M AUM | 3.65% | $4M | 41.5K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.46% | $4M | 41.2K | Q1 2026 |
| Ariadne Wealth Management, LP$223M AUM | 1.84% | $4M | 41.1K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.07% | $4M | 40.7K | Q1 2026 |
| Prospect Financial Group LLC$108M AUM | 3.68% | $4M | 40.0K | Q1 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC$106M AUM | 3.70% | $4M | 39.3K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.09% | $4M | 39.2K | Q1 2026 |
| AIRE ADVISORS, LLC$547M AUM | 0.71% | $4M | 38.9K | Q1 2026 |
| Systelligence, LLC$514M AUM | 0.74% | $4M | 38.4K | Q1 2026 |
| Waterfront Wealth Inc.$545M AUM | 0.70% | $4M | 37.9K | Q1 2026 |
| Cloud Capital Management, LLC$229M AUM | 1.64% | $4M | 37.6K | Q1 2026 |
| Index Fund Advisors, Inc.$2.2B AUM | 0.17% | $4M | 37.4K | Q1 2026 |
| Platform Wealth Management, LLC$376M AUM | 0.98% | $4M | 39.3K | Q4 2025OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.35% | $4M | 36.2K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.05% | $4M | 36.1K | Q1 2026 |
| DeLarme Wealth Management, Inc.$155M AUM | 2.31% | $4M | 36.0K | Q1 2026 |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.23% | $3M | 33.9K | Q1 2026 |
| BWM Planning, LLC$379M AUM | 0.89% | $3M | 33.9K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.37% | $3M | 33.8K | Q1 2026 |
| Lauterbach Financial Advisors, LLC$205M AUM | 1.64% | $3M | 33.7K | Q1 2026 |
| Trailhead Planners LLC$104M AUM | 3.23% | $3M | 33.7K | Q1 2026 |
| WorthPointe, LLC$369M AUM | 0.89% | $3M | 33.1K | Q1 2026 |
| Capstone Wealth Management, LLC$143M AUM | 2.27% | $3M | 32.7K | Q1 2026 |
| Bright Futures Wealth Management, LLC.$146M AUM | 2.23% | $3M | 32.6K | Q1 2026 |
| Arcadia Wealth Management, Inc.$185M AUM | 1.75% | $3M | 32.5K | Q1 2026 |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.21% | $3M | 32.0K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 40.0K | Q2 2025OLDER |
| Capasso Planning Partners LLC$185M AUM | 1.70% | $3M | 31.5K | Q1 2026 |
| Legacy Wealth Management, LLC / MS$390M AUM | 0.89% | $3M | 31.4K | Q1 2026 |
| E-Wealth Partners, LLC$124M AUM | 2.63% | $3M | 33.4K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.11% | $3M | 32.4K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $3M | 34.6K | Q3 2025OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.74% | $3M | 30.5K | Q1 2026 |
| McLean Asset Management Corp$572M AUM | 0.52% | $3M | 30.0K | Q1 2026 |
| RCS Financial Planning, LLC$193M AUM | 1.55% | $3M | 30.0K | Q1 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 0.17% | $3M | 29.8K | Q1 2026 |
| Efficient Frontier Advisors LLC$158M AUM | 1.88% | $3M | 37.4K | Q2 2025OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.36% | $3M | 28.0K | Q1 2026 |
| Belleair Asset Management, LLC$110M AUM | 2.69% | $3M | 29.5K | Q1 2026 |
| AllGen Financial Advisors, Inc.$422M AUM | 0.70% | $3M | 31.3K | Q4 2025OLDER |
| Equita Financial Network, Inc.$318M AUM | 0.91% | $3M | 29.1K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.16% | $3M | 27.6K | Q1 2026 |
| Sanchez Levi Garrett$159M AUM | 1.82% | $3M | 29.0K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.08% | $3M | 28.5K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 29.4K | Q1 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 0.15% | $3M | 27.7K | Q1 2026 |
| Seed Wealth Management, Inc.$145M AUM | 1.89% | $3M | 27.5K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $3M | 26.9K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.05% | $3M | 25.8K | Q1 2026 |
| Forum Financial Management, LP$7.1B AUM | 0.04% | $3M | 26.8K | Q1 2026 |
| Tillman Hartley LLC$398M AUM | 0.67% | $3M | 26.7K | Q1 2026 |
| COGENT STRATEGIC WEALTH LLC$97M AUM | 2.72% | $3M | 26.5K | Q1 2026 |
| Sensenig Capital Advisors, Inc$109M AUM | 2.70% | $3M | 26.4K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.17% | $3M | 25.7K | Q1 2026 |
| Frankly Finances, LLC$110M AUM | 2.31% | $3M | 25.6K | Q1 2026 |
| Orion Capital Management LLC$290M AUM | 0.87% | $3M | 25.3K | Q1 2026 |
| McCartney Wealth Management LLC$119M AUM | 2.11% | $3M | 25.1K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $2M | 24.9K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.32% | $2M | 24.8K | Q1 2026 |
| EJMK Ventures LLC$179M AUM | 1.38% | $2M | 24.7K | Q1 2026 |
| Triton Wealth Management, PLLC$270M AUM | 0.91% | $2M | 23.9K | Q1 2026 |
| Parkwoods Wealth Partners, LLC$408M AUM | 0.59% | $2M | 24.1K | Q1 2026 |
| IAG Wealth Partners, LLC$896M AUM | 0.25% | $2M | 22.7K | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.20% | $2M | 22.5K | Q1 2026 |
| Holcombe Financial, Inc.$170M AUM | 1.31% | $2M | 22.3K | Q1 2026 |
| Insight Wealth Partners, LLC$713M AUM | 0.31% | $2M | 22.3K | Q1 2026 |
| Navigoe, LLC$169M AUM | 1.30% | $2M | 22.1K | Q1 2026 |
| Hudson Oak Wealth Advisory LLC$115M AUM | 1.91% | $2M | 22.0K | Q1 2026 |
| Towerpoint Wealth, LLC$289M AUM | 0.89% | $2M | 22.0K | Q1 2026 |
| Balboa Wealth Partners$596M AUM | 0.37% | $2M | 22.0K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $2M | 21.9K | Q1 2026 |
| Astra Wealth Partners LLC$168M AUM | 1.29% | $2M | 21.6K | Q1 2026 |
| Gradient Capital Advisors, LLC$432M AUM | 0.56% | $2M | 21.5K | Q1 2026 |
| Vistica Wealth Advisors, LLC$100M AUM | 2.12% | $2M | 21.3K | Q1 2026 |
| PFC CAPITAL GROUP, INC.$227M AUM | 0.92% | $2M | 21.0K | Q1 2026 |
| Green Ridge Wealth Planning LLC$238M AUM | 1.10% | $2M | 20.9K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.03% | $2M | 20.9K | Q1 2026 |
| Torren Management, LLC$201M AUM | 1.04% | $2M | 20.9K | Q1 2026 |
| LAM GROUP, INC.$182M AUM | 1.14% | $2M | 20.8K | Q1 2026 |
| SEEDS INVESTOR LLC$735M AUM | 0.28% | $2M | 19.3K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 20.5K | Q1 2026 |
| 55 North Private Wealth, LLC$508M AUM | 0.52% | $2M | 20.5K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.13% | $2M | 25.4K | Q2 2025OLDER |
| Networth Advisors, LLC$141M AUM | 1.40% | $2M | 19.8K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.15% | $2M | 19.8K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.07% | $2M | 19.7K | Q1 2026 |
| Parkworth Wealth Management, Inc.$139M AUM | 1.41% | $2M | 24.7K | Q2 2025OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.10% | $2M | 19.5K | Q1 2026 |
| Global Trust Wealth Management LLC$132M AUM | 1.46% | $2M | 19.4K | Q1 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC.$419M AUM | 0.46% | $2M | 19.4K | Q1 2026 |
| Passive Capital Management, LLC.$335M AUM | 0.57% | $2M | 19.3K | Q1 2026 |
| Paragon Advisors, LLC$371M AUM | 0.52% | $2M | 19.2K | Q1 2026 |
| Clark Asset Management, LLC$1.3B AUM | 0.18% | $2M | 19.1K | Q1 2026 |
| Pursuit Wealth Management LLC$116M AUM | 1.64% | $2M | 20.3K | Q4 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.17% | $2M | 19.0K | Q1 2026 |
| PHILADELPHIA TRUST CO$1.4B AUM | 0.13% | $2M | 18.9K | Q1 2026 |
| Vivaldi Capital Management LP$723M AUM | 0.26% | $2M | 18.8K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.05% | $2M | 18.7K | Q1 2026 |
| Financial Plan, Inc.$933M AUM | 0.20% | $2M | 18.7K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $2M | 18.3K | Q1 2026 |
| Dogwood Wealth Management LLC$253M AUM | 0.79% | $2M | 18.2K | Q1 2026 |
| KRAFT ASSET MANAGEMENT, LLC$108M AUM | 1.64% | $2M | 22.2K | Q2 2025OLDER |
| True Vision MN LLC$194M AUM | 0.90% | $2M | 17.5K | Q1 2026 |
| SC&H Financial Advisors, Inc.$663M AUM | 0.26% | $2M | 17.4K | Q1 2026 |
| Gibson Capital, LLC$537M AUM | 0.32% | $2M | 17.0K | Q1 2026 |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 1.47% | $2M | 17.4K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 0.22% | $2M | 16.5K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.09% | $2M | 16.2K | Q1 2026 |
| Northland Capital Management LLC$183M AUM | 0.88% | $2M | 16.2K | Q1 2026 |
| Pacific Asset Management, LLC$179M AUM | 0.89% | $2M | 16.0K | Q1 2026 |
| Lifetime Wealth Management P.C.$176M AUM | 0.91% | $2M | 16.0K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 15.9K | Q1 2026 |
| Baker Ellis Asset Management LLC$842M AUM | 0.19% | $2M | 15.8K | Q1 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 0.09% | $2M | 15.7K | Q1 2026 |
| Austin Wealth Management, LLC$440M AUM | 0.36% | $2M | 15.4K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 15.6K | Q1 2026 |
| IMG Wealth Management, Inc.$157M AUM | 0.99% | $2M | 15.6K | Q1 2026 |
| L.K. Benson & Company, P.C.$302M AUM | 0.51% | $2M | 15.5K | Q1 2026 |
| VERUS WEALTH MANAGEMENT, LLC$108M AUM | 1.43% | $2M | 15.4K | Q1 2026 |
| Berkeley, Inc$298M AUM | 0.51% | $2M | 15.3K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.16% | $1M | 15.0K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $1M | 14.9K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.05% | $1M | 14.7K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 14.7K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.02% | $1M | 14.5K | Q1 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.24% | $1M | 14.3K | Q1 2026 |
| Aspirean Wealth, LLC$92M AUM | 1.55% | $1M | 14.3K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.20% | $1M | 14.1K | Q1 2026 |
| Trademark Financial Management, LLC$204M AUM | 0.68% | $1M | 14.0K | Q1 2026 |
| Powerhouse Assets LLC$115M AUM | 1.20% | $1M | 13.8K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.02% | $1M | 14.5K | Q4 2025OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.06% | $1M | 13.6K | Q1 2026 |
| Tanglewood Wealth Management, Inc.$1.2B AUM | 0.11% | $1M | 13.6K | Q1 2026 |
| Maia Wealth LLC$591M AUM | 0.23% | $1M | 13.6K | Q1 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.01% | $1M | 13.6K | Q1 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 0.49% | $1M | 13.6K | Q1 2026 |
| Curtis Advisory Group, LLC$464M AUM | 0.29% | $1M | 13.3K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 0.12% | $1M | 13.2K | Q1 2026 |
| Verdad Advisers, LP$89M AUM | 1.51% | $1M | 14.0K | Q4 2025OLDER |
| Sunpointe, LLC$305M AUM | 0.43% | $1M | 13.2K | Q1 2026 |
| Hardin Capital Partners, LLC$215M AUM | 0.60% | $1M | 12.9K | Q1 2026 |
| FMB WEALTH MANAGEMENT$242M AUM | 0.53% | $1M | 12.9K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $1M | 12.6K | Q1 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.29% | $1M | 12.3K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.03% | $1M | 15.4K | Q2 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $1M | 12.2K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 11.9K | Q1 2026 |
| Burk Holdings LLC$233M AUM | 0.51% | $1M | 11.9K | Q1 2026 |
| TABLEAUX LLC$206M AUM | 0.57% | $1M | 11.8K | Q1 2026 |
| Fortis Capital Advisors, LLC$763M AUM | 0.15% | $1M | 11.6K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.02% | $1M | 11.6K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $1M | 11.2K | Q1 2026 |
| Abacus Planning Group, Inc.$743M AUM | 0.15% | $1M | 11.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 11.1K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.08% | $1M | 11.1K | Q1 2026 |
| E&G Advisors, LP$449M AUM | 0.25% | $1M | 11.0K | Q1 2026 |
| MIDDLETON & CO INC/MA$877M AUM | 0.13% | $1M | 11.0K | Q1 2026 |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.39% | $1M | 10.9K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $1M | 10.8K | Q1 2026 |
| Nvest Wealth Strategies, Inc.$143M AUM | 0.74% | $1M | 10.6K | Q1 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.02% | $1M | 10.2K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.02% | $1M | 10.2K | Q1 2026 |
| Level Financial Advisors$392M AUM | 0.25% | $991,691 | 9.9K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $985,718 | 9.9K | Q1 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 0.60% | $975,732 | 9.8K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.04% | $971,380 | 9.7K | Q1 2026 |
| SVRN Asset Management, LLC$103M AUM | 0.94% | $971,203 | 9.7K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $962,750 | 9.6K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $953,740 | 9.6K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.04% | $946,174 | 9.5K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $945,902 | 10.1K | Q1 2026 |
| Liberty Capital Management, Inc.$537M AUM | 0.18% | $940,076 | 10.0K | Q4 2025OLDER |
| CAP Partners, LLC$177M AUM | 0.53% | $931,237 | 9.3K | Q1 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$390M AUM | 0.26% | $918,712 | 9.2K | Q1 2026 |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.09% | $907,280 | 11.4K | Q2 2025OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.21% | $901,597 | 10.1K | Q3 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $897,271 | 9.0K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.48% | $888,223 | 8.9K | Q1 2026 |
| Kelman-Lazarov, Inc.$698M AUM | 0.12% | $866,186 | 8.7K | Q1 2026 |
| Selective Wealth Management, Inc.$338M AUM | 0.26% | $864,213 | 8.3K | Q1 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.17% | $847,547 | 8.2K | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.02% | $843,000 | 8.4K | Q1 2026 |
| Pacific Sage Partners, LLC$636M AUM | 0.13% | $841,800 | 8.4K | Q1 2026 |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.11% | $817,754 | 8.2K | Q1 2026 |
| Kane Co Wealth Management, Inc.$119M AUM | 0.68% | $812,161 | 8.1K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $808,961 | 8.6K | Q4 2025OLDER |
| NCM Capital Management, LLC$279M AUM | 0.29% | $806,801 | 8.1K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.04% | $800,983 | 8.0K | Q1 2026 |
| SELDON CAPITAL LP$272M AUM | 0.29% | $798,880 | 8.0K | Q1 2026 |
| Ifrah Financial Services, Inc.$378M AUM | 0.21% | $791,009 | 7.9K | Q1 2026 |
| CSS LLC/IL$2.1B AUM | 0.03% | $781,830 | 8.3K | Q4 2025OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.16% | $780,947 | 7.8K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $777,935 | 8.3K | Q1 2026 |
| Prosperitas Financial LLC$268M AUM | 0.29% | $771,419 | 7.7K | Q1 2026 |
| Canvas Wealth Advisors, LLC$588M AUM | 0.13% | $769,056 | 7.7K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.05% | $764,685 | 7.7K | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.07% | $753,979 | 7.5K | Q1 2026 |
| Camarda Financial Advisors, LLC$190M AUM | 0.40% | $753,044 | 7.5K | Q1 2026 |
| Cogent Private Wealth, Inc.$139M AUM | 0.54% | $743,558 | 7.4K | Q1 2026 |
| Exchange Bank$161M AUM | 0.51% | $739,862 | 7.4K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.03% | $723,259 | 7.2K | Q1 2026 |
| Goldstein Advisors, LLC$900M AUM | 0.08% | $719,991 | 7.2K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $713,089 | 7.1K | Q1 2026 |
| Balefire, LLC$613M AUM | 0.13% | $709,544 | 7.1K | Q1 2026 |
| Ruedi Wealth Management, Inc.$388M AUM | 0.18% | $690,432 | 6.9K | Q1 2026 |
| Clarity Wealth Development LLC$123M AUM | 0.56% | $689,034 | 6.9K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $684,740 | 6.9K | Q1 2026 |
| ENTREWEALTH, LLC$223M AUM | 0.31% | $684,502 | 6.9K | Q1 2026 |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.02% | $669,762 | 6.7K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $657,079 | 6.6K | Q1 2026 |
| INTEGRATED WEALTHCARE, LLC$120M AUM | 0.55% | $655,980 | 6.6K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.03% | $654,183 | 6.6K | Q1 2026 |
| Haverford Financial Services, Inc.$336M AUM | 0.19% | $628,818 | 6.3K | Q1 2026 |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.18% | $619,841 | 6.2K | Q1 2026 |
| M Wealth Management, LLC$119M AUM | 0.52% | $614,339 | 6.2K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $612,324 | 6.0K | Q1 2026 |
| Integrity Wealth Solutions LLC$255M AUM | 0.24% | $611,423 | 6.1K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $607,149 | 6.1K | Q1 2026 |
| Sankala Group LLC$122M AUM | 0.50% | $606,854 | 6.2K | Q1 2026 |
| Tranquility Partners, LLC$265M AUM | 0.23% | $602,156 | 6.0K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $595,994 | 6.0K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $594,766 | 6.0K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $594,367 | 6.0K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $586,672 | 7.4K | Q2 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.02% | $569,545 | 5.7K | Q1 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.08% | $559,872 | 5.6K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $558,716 | 5.6K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $554,962 | 6.2K | Q3 2025OLDER |
| Aureum Wealth Management, LLC$144M AUM | 0.38% | $551,127 | 5.5K | Q1 2026 |
| Seaside Wealth Management, Inc.$356M AUM | 0.15% | $546,135 | 5.5K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $544,636 | 5.5K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $544,595 | 5.5K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $544,013 | 5.4K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.06% | $521,176 | 5.2K | Q1 2026 |
| GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM | 0.03% | $518,773 | 5.2K | Q1 2026 |
| Lutz Financial Services LLC$1.5B AUM | 0.03% | $511,283 | 5.1K | Q1 2026 |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.32% | $505,996 | 5.1K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $504,914 | 5.1K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $501,688 | 5.0K | Q1 2026 |
| Cambridge Financial Group, LLC$295M AUM | 0.17% | $501,098 | 5.0K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.04% | $487,681 | 4.9K | Q1 2026 |
| Palisade Asset Management, LLC$996M AUM | 0.05% | $483,323 | 4.8K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $478,431 | 4.8K | Q1 2026 |
| Rockwood Wealth Management, LLC$1.4B AUM | 0.03% | $466,899 | 4.7K | Q1 2026 |
| Empirical Finance, LLC$2.1B AUM | 0.02% | $464,449 | 4.7K | Q1 2026 |
| Colonial River Investments, LLC$279M AUM | 0.16% | $458,272 | 4.6K | Q1 2026 |
| Tranquilli Financial Advisor LLC$171M AUM | 0.26% | $450,968 | 4.5K | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.18% | $444,883 | 4.5K | Q1 2026 |
| Dougherty Wealth Advisers LLC$158M AUM | 0.28% | $438,186 | 4.4K | Q1 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.04% | $437,287 | 4.4K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $433,642 | 4.3K | Q1 2026 |
| STEVENS CAPITAL PARTNERS$416M AUM | 0.10% | $431,238 | 4.3K | Q1 2026 |
| Wilkerson Advisory Group LLC$291M AUM | 0.15% | $428,988 | 4.3K | Q1 2026 |
| TFB Advisors LLC$191M AUM | 0.12% | $427,000 | 4.5K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.