DFACDIMENSIONAL ETF TRUST
CUSIP 25434V708 · Yahoo Finance ↗ · Google Finance ↗
Dimensional Etf Trust (DFAC) has 1,155 institutional holders in Filings Flow’s 13F database, together reporting 834.67M shares worth $31.7B as of Q1 2026. The largest reported holders are Mercer Global Advisors Inc /Adv, Focus Partners Wealth, and Forum Financial Management, LP.
Institutional Holders
1,155
Q1 2026
Reported Value
$31.7B
Ticker
DFAC
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Onyx Financial Advisors, LLC$241M AUM | 59.32% | $143M | 3.68M | Q1 2026OLDER |
| CAPSTONE CAPITAL LLC$155M AUM | 46.03% | $71M | 1.84M | Q1 2026OLDER |
| BCU Wealth Advisors, LLC$301M AUM | 44.69% | $135M | 3.03M | Q2 2026 |
| SJS Investment Consulting Inc.$819M AUM | 43.82% | $359M | 9.23M | Q1 2026OLDER |
| Monument Group Wealth Advisors, LLC$180M AUM | 43.70% | $79M | 2.03M | Q1 2026OLDER |
| Chico Wealth RIA$164M AUM | 42.61% | $70M | 1.80M | Q1 2026OLDER |
| Geometric Wealth Advisors$799M AUM | 42.32% | $338M | 8.70M | Q1 2026OLDER |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC$167M AUM | 39.46% | $66M | 1.70M | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 39.16% | $102M | 2.62M | Q1 2026OLDER |
| Porter White Investment Advisors, Inc.$250M AUM | 37.96% | $95M | 2.44M | Q1 2026OLDER |
| Core Wealth Management, Inc.$326M AUM | 36.37% | $119M | 3.05M | Q1 2026OLDER |
| United Wealth Management, LLC$402M AUM | 36.35% | $146M | 3.76M | Q1 2026OLDER |
| Shearwater Capital LLC$209M AUM | 36.29% | $76M | 1.71M | Q2 2026 |
| Verisail Partners, LLC$270M AUM | 35.80% | $97M | 2.18M | Q2 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV$138M AUM | 34.96% | $48M | 1.24M | Q1 2026OLDER |
| Capstone Wealth Management, Inc.$118M AUM | 34.68% | $41M | 1.04M | Q1 2026OLDER |
| Triune Financial Partners, LLC$421M AUM | 34.05% | $143M | 3.68M | Q1 2026OLDER |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 33.82% | $72M | 1.85M | Q1 2026OLDER |
| Rockwood Wealth Management, LLC$1.4B AUM | 33.59% | $469M | 12.08M | Q1 2026OLDER |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC$171M AUM | 32.19% | $55M | 1.24M | Q2 2026 |
| DecisionPoint Financial, LLC$464M AUM | 31.76% | $147M | 3.79M | Q1 2026OLDER |
| Prudent Man Investment Management, Inc.$297M AUM | 31.74% | $94M | 2.38M | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 31.65% | $519M | 13.36M | Q1 2026OLDER |
| Eaton-Cambridge Inc.$320M AUM | 31.56% | $101M | 2.60M | Q1 2026OLDER |
| Syverson Strege & Co$416M AUM | 29.75% | $124M | 3.18M | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 29.65% | $196M | 5.08M | Q3 2025OLDER |
| Parkshore Wealth Management, Inc.$299M AUM | 29.30% | $88M | 2.26M | Q1 2026OLDER |
| Vested Financial Planning, LLC$131M AUM | 29.04% | $38M | 980.9K | Q1 2026OLDER |
| Vannoy Advisory Group, Inc.$158M AUM | 28.99% | $46M | 1.18M | Q1 2026OLDER |
| Wheels Up Wealth, Inc.$106M AUM | 27.65% | $29M | 756.9K | Q1 2026OLDER |
| Generations Wealth, LLC$103M AUM | 26.60% | $27M | 705.0K | Q1 2026OLDER |
| Sensible Money, LLC$329M AUM | 26.13% | $86M | 2.21M | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 25.97% | $96M | 2.47M | Q1 2026OLDER |
| Austin Asset Management Co Inc$608M AUM | 25.83% | $157M | 4.04M | Q1 2026OLDER |
| ShankerValleau Wealth Advisors, Inc.$380M AUM | 25.68% | $97M | 2.20M | Q2 2026 |
| marrick wealth, LLC$119M AUM | 25.61% | $30M | 783.8K | Q1 2026OLDER |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 25.59% | $105M | 2.37M | Q2 2026 |
| MASTER'S WEALTH MANAGEMENT INC.$295M AUM | 25.52% | $75M | 1.94M | Q1 2026OLDER |
| Financial Symmetry Inc$281M AUM | 25.33% | $71M | 1.68M | Q1 2026OLDER |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 25.19% | $266M | 6.84M | Q1 2026OLDER |
| Ballentine Capital Advisors, Inc$242M AUM | 25.18% | $61M | 1.57M | Q1 2026OLDER |
| TFO Wealth Partners, LLC$735M AUM | 24.65% | $181M | 4.66M | Q1 2026OLDER |
| Wealth Advisors Northwest LLC$238M AUM | 24.56% | $59M | 1.51M | Q1 2026OLDER |
| New Capital Management LP$406M AUM | 24.50% | $99M | 2.56M | Q1 2026OLDER |
| New Dimensions Wealth Management, LLC$118M AUM | 24.19% | $28M | 731.5K | Q1 2026OLDER |
| Momentous Wealth Management, Inc.$175M AUM | 24.15% | $42M | 1.09M | Q1 2026OLDER |
| North Ridge Wealth Advisors, Inc.$178M AUM | 23.91% | $43M | 1.09M | Q1 2026OLDER |
| Wolfstich Capital, LLC$114M AUM | 23.82% | $27M | 711.1K | Q1 2026OLDER |
| Lauterbach Financial Advisors, LLC$205M AUM | 23.28% | $48M | 1.23M | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 23.27% | $1.6B | 42.33M | Q1 2026OLDER |
| Ruedi Wealth Management, Inc.$388M AUM | 22.92% | $89M | 2.29M | Q1 2026OLDER |
| Schulz Wealth, LTD.$156M AUM | 22.81% | $36M | 899.1K | Q4 2025OLDER |
| JP Wealth Management, Inc.$159M AUM | 22.76% | $36M | 815.0K | Q2 2026 |
| Vestment Financial LLC$212M AUM | 21.99% | $47M | 1.11M | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 21.99% | $76M | 1.96M | Q1 2026OLDER |
| Safeguard Investment Advisory Group, LLC$362M AUM | 21.71% | $79M | 2.02M | Q1 2026OLDER |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 21.62% | $120M | 3.08M | Q1 2026OLDER |
| BetterWealth, LLC$510M AUM | 21.58% | $110M | 2.83M | Q1 2026OLDER |
| Grunden Financial Advisory, Inc.$256M AUM | 21.36% | $55M | 1.38M | Q4 2025OLDER |
| BAKER BOYER NATIONAL BANK$333M AUM | 21.14% | $70M | 1.81M | Q1 2026OLDER |
| SageOak Financial, LLC$142M AUM | 21.07% | $30M | 771.8K | Q1 2026OLDER |
| Vistica Wealth Advisors, LLC$100M AUM | 20.26% | $20M | 523.1K | Q1 2026OLDER |
| Johnson Wealth Management, LLC$207M AUM | 20.19% | $42M | 1.08M | Q1 2026OLDER |
| BCO Wealth Management LLC$166M AUM | 20.17% | $34M | 864.0K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 20.08% | $24M | 534.8K | Q2 2026 |
| Applied Capital LLC$268M AUM | 20.05% | $54M | 1.38M | Q1 2026OLDER |
| Arcadia Wealth Management, Inc.$185M AUM | 20.05% | $37M | 953.3K | Q1 2026OLDER |
| Rachor Investment Advisory Services, LLC$203M AUM | 20.03% | $41M | 917.1K | Q2 2026 |
| Burton Enright Welch$736M AUM | 19.78% | $145M | 3.74M | Q1 2026OLDER |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 19.47% | $147M | 3.78M | Q1 2026OLDER |
| SwitchPoint Financial Planning, LLC$147M AUM | 19.47% | $29M | 738.8K | Q1 2026OLDER |
| CLARIS ADVISORS, LLC / MO /$334M AUM | 19.21% | $64M | 1.65M | Q1 2026OLDER |
| Straight Path Wealth Management$374M AUM | 18.90% | $71M | 1.82M | Q1 2026OLDER |
| Kilner Capital Advisors, LLC$104M AUM | 18.73% | $20M | 503.1K | Q1 2026OLDER |
| RAM Investment Partners, LLC$569M AUM | 18.70% | $106M | 2.74M | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 18.50% | $112M | 2.89M | Q1 2026OLDER |
| FMB WEALTH MANAGEMENT$242M AUM | 18.28% | $44M | 1.14M | Q1 2026OLDER |
| Old Peak Finance LLC$171M AUM | 18.24% | $31M | 803.9K | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 18.11% | $63M | 1.62M | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 18.07% | $67M | 1.72M | Q1 2026OLDER |
| BAYSHORE ASSET MANAGEMENT, LLC$251M AUM | 18.06% | $45M | 1.17M | Q1 2026OLDER |
| Babb Wealth Advisors LLC$183M AUM | 18.00% | $33M | 847.3K | Q1 2026OLDER |
| Pacific Asset Management, LLC$179M AUM | 17.91% | $32M | 825.4K | Q1 2026OLDER |
| Corus Family Wealth Advisors$123M AUM | 17.90% | $22M | 565.8K | Q1 2026OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 17.87% | $199M | 4.90M | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 17.45% | $32M | 833.0K | Q1 2026OLDER |
| Beacon Financial Strategies CORP$201M AUM | 17.42% | $35M | 790.1K | Q2 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 17.32% | $30M | 777.4K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 17.20% | $61M | 1.44M | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 17.06% | $189M | 4.85M | Q1 2026OLDER |
| Approach Retirement Advisors, LLC$120M AUM | 16.66% | $20M | 515.4K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 16.47% | $55M | 1.42M | Q1 2026OLDER |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 16.30% | $85M | 2.19M | Q1 2026OLDER |
| SCRATCH CAPITAL LLC$175M AUM | 16.04% | $28M | 720.9K | Q1 2026OLDER |
| Tillman Hartley LLC$398M AUM | 15.93% | $63M | 1.63M | Q1 2026OLDER |
| Midwest Heritage Bank, FSB$312M AUM | 15.91% | $50M | 1.28M | Q1 2026OLDER |
| Kane Co Wealth Management, Inc.$119M AUM | 15.71% | $19M | 479.3K | Q1 2026OLDER |
| Financial Harvest, LLC$170M AUM | 15.59% | $26M | 681.1K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 15.49% | $117M | 3.02M | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 15.10% | $54M | 1.40M | Q1 2026OLDER |
| Sensenig Capital Advisors, Inc$109M AUM | 15.01% | $16M | 369.8K | Q2 2026 |
| Parker Financial LLC$250M AUM | 15.00% | $38M | 969.8K | Q1 2026OLDER |
| Mills Wealth Advisors LLC$318M AUM | 14.95% | $47M | 1.07M | Q2 2026 |
| Heritage Financial Services, LLC$1.2B AUM | 14.94% | $179M | 4.52M | Q4 2025OLDER |
| Symmetry Partners, LLC$1.8B AUM | 14.86% | $260M | 6.69M | Q1 2026OLDER |
| Financial Plan, Inc.$933M AUM | 14.73% | $137M | 3.54M | Q1 2026OLDER |
| Longview Financial Advisors LLC$184M AUM | 14.72% | $27M | 697.1K | Q1 2026OLDER |
| Warwick Investment Management, Inc.$690M AUM | 14.64% | $101M | 2.60M | Q1 2026OLDER |
| QUARRY HILL ADVISORS, LLC$243M AUM | 14.58% | $35M | 841.9K | Q1 2026OLDER |
| Trellis Wealth Advisors LLC$263M AUM | 14.53% | $38M | 982.7K | Q1 2026OLDER |
| Aspen Capital Management, LLC$404M AUM | 14.36% | $58M | 1.49M | Q1 2026OLDER |
| Optimus Capital Advisors, LLC$186M AUM | 14.30% | $27M | 600.1K | Q2 2026 |
| Mattern Wealth Management LLC$513M AUM | 14.04% | $72M | 1.85M | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 13.88% | $35M | 888.8K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 13.87% | $46M | 1.18M | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 13.85% | $41M | 1.06M | Q1 2026OLDER |
| PW ADVISORS, LLC \ FL$133M AUM | 13.78% | $18M | 473.4K | Q1 2026OLDER |
| Daner Wealth Management, LLC$170M AUM | 13.77% | $23M | 543.9K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 13.77% | $27M | 683.0K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 13.67% | $39M | 1.00M | Q1 2026OLDER |
| Heritage Investment Group, Inc.$661M AUM | 13.38% | $88M | 2.27M | Q1 2026OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 13.32% | $148M | 3.81M | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 12.80% | $85M | 2.18M | Q1 2026OLDER |
| JDH Wealth Management, LLC$148M AUM | 12.71% | $19M | 485.0K | Q1 2026OLDER |
| Meridian Wealth Partners, LLC$729M AUM | 12.70% | $93M | 2.38M | Q1 2026OLDER |
| CHERRYDALE WEALTH MANAGEMENT, LLC$382M AUM | 12.65% | $48M | 1.09M | Q2 2026 |
| Peirce Capital Management, LLC$256M AUM | 12.15% | $31M | 799.5K | Q1 2026OLDER |
| Squire Investment Management Company, LLC$360M AUM | 12.15% | $44M | 1.13M | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 12.13% | $173M | 4.46M | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 11.92% | $149M | 3.84M | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 11.90% | $419M | 10.34M | Q1 2026OLDER |
| Aurelius Family Office LLC$230M AUM | 11.66% | $27M | 690.1K | Q1 2026OLDER |
| Capstone Financial Advisors, Inc.$1.9B AUM | 11.61% | $216M | 5.55M | Q1 2026OLDER |
| Cypress Point Wealth Management, LLC$464M AUM | 11.53% | $54M | 1.38M | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 11.46% | $19M | 505.0K | Q3 2025OLDER |
| American Capital Advisory, LLC$248M AUM | 11.37% | $28M | 724.9K | Q1 2026OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 11.26% | $16M | 414.3K | Q1 2026OLDER |
| WealthSpring Partners, LLC$109M AUM | 11.12% | $12M | 311.8K | Q1 2026OLDER |
| Wealth Management Strategies, Inc.$221M AUM | 11.09% | $25M | 630.7K | Q1 2026OLDER |
| Platform Wealth Management, LLC$376M AUM | 10.87% | $41M | 1.03M | Q4 2025OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 10.85% | $18M | 453.9K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 10.77% | $23M | 585.2K | Q1 2026OLDER |
| Capstone Wealth Management, LLC$143M AUM | 10.65% | $15M | 393.1K | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 10.61% | $12M | 320.2K | Q1 2026OLDER |
| Cravens & Co Advisors, LLC$154M AUM | 10.55% | $16M | 417.8K | Q1 2026OLDER |
| Pollock Investment Advisors, LLC$136M AUM | 10.47% | $14M | 359.7K | Q4 2025OLDER |
| tru Independence LLC$202M AUM | 10.15% | $21M | 528.1K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 10.08% | $713M | 16.11M | Q2 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC$106M AUM | 10.00% | $11M | 273.1K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 9.96% | $29M | 757.5K | Q1 2026OLDER |
| HEFFERNAN ADVISORY, INC$108M AUM | 9.93% | $11M | 275.4K | Q1 2026OLDER |
| McCartney Wealth Management LLC$119M AUM | 9.87% | $12M | 301.7K | Q1 2026OLDER |
| LifeGuide Financial Advisors, LLC$351M AUM | 9.83% | $35M | 778.0K | Q2 2026 |
| CONQUIS FINANCIAL LLC$121M AUM | 9.80% | $12M | 281.5K | Q1 2026OLDER |
| HTG Investment Advisors, Inc.$352M AUM | 9.74% | $34M | 881.5K | Q1 2026OLDER |
| RS CRUM INC.$517M AUM | 9.68% | $50M | 1.29M | Q1 2026OLDER |
| Vigil Wealth Management, LLC$124M AUM | 9.55% | $12M | 304.1K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 9.55% | $91M | 2.33M | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 9.52% | $36M | 933.1K | Q1 2026OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 9.48% | $11M | 273.5K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 9.45% | $12M | 320.7K | Q1 2026OLDER |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 9.24% | $20M | 604.0K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 9.18% | $43M | 1.11M | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 8.80% | $157M | 4.05M | Q1 2026OLDER |
| Morton Capital Management LLC/CA$672M AUM | 8.71% | $59M | 1.51M | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 8.63% | $176M | 3.98M | Q2 2026 |
| Watchman Group, Inc.$413M AUM | 8.52% | $35M | 906.4K | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 8.33% | $61M | 1.58M | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 8.33% | $155M | 3.99M | Q1 2026OLDER |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$112M AUM | 8.27% | $9M | 239.3K | Q1 2026OLDER |
| RF&L WEALTH MANAGEMENT, LLC$134M AUM | 8.24% | $11M | 283.1K | Q1 2026OLDER |
| Trust Co of the South$710M AUM | 8.13% | $58M | 1.30M | Q2 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 8.10% | $16M | 400.1K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 7.95% | $90M | 2.31M | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 7.75% | $52M | 1.33M | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 7.61% | $14M | 342.2K | Q1 2026OLDER |
| Oceanside Advisors LLC$175M AUM | 7.56% | $13M | 340.9K | Q1 2026OLDER |
| MilWealth Group LLC$420M AUM | 7.40% | $31M | 799.9K | Q1 2026OLDER |
| Planning Center, Inc.$987M AUM | 7.39% | $73M | 1.88M | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 7.35% | $45M | 1.18M | Q3 2025OLDER |
| Forthright Family Wealth Advisory LLC$177M AUM | 7.31% | $13M | 291.3K | Q2 2026 |
| Integrity Wealth Partners, LLC$111M AUM | 7.18% | $8M | 205.2K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 6.99% | $693M | 17.85M | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 6.95% | $12M | 311.6K | Q1 2026OLDER |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 6.95% | $9M | 226.6K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 6.93% | $192M | 4.95M | Q1 2026OLDER |
| Rather & Kittrell, Inc.$648M AUM | 6.84% | $44M | 1.14M | Q1 2026OLDER |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 6.73% | $39M | 1.00M | Q1 2026OLDER |
| Woodside Wealth Management LLC$128M AUM | 6.69% | $9M | 220.4K | Q1 2026OLDER |
| Arnold Financial Planning LLC$134M AUM | 6.62% | $9M | 200.0K | Q2 2026 |
| Stratos Investment Management, LLC$2.5B AUM | 6.52% | $163M | 4.18M | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 6.39% | $62M | 1.59M | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 6.32% | $111M | 2.86M | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 6.32% | $22M | 557.7K | Q1 2026OLDER |
| Retirement Solution LLC$423M AUM | 6.32% | $27M | 687.0K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 6.31% | $24M | 530.8K | Q2 2026 |
| Parkwoods Wealth Partners, LLC$408M AUM | 6.26% | $26M | 657.4K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 6.07% | $30M | 782.3K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 6.05% | $17M | 424.7K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 5.96% | $23M | 603.7K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 5.94% | $37M | 950.2K | Q1 2026OLDER |
| Prospect Financial Group LLC$108M AUM | 5.91% | $6M | 164.8K | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 5.90% | $16M | 403.6K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 5.88% | $21M | 552.5K | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 5.79% | $20M | 453.5K | Q2 2026 |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 5.64% | $21M | 549.5K | Q1 2026OLDER |
| HBE Wealth Management, LLC$115M AUM | 5.64% | $6M | 166.4K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 5.55% | $27M | 698.3K | Q1 2026OLDER |
| Family Office Research LLC$230M AUM | 5.46% | $13M | 323.2K | Q1 2026OLDER |
| Five Oceans Advisors$311M AUM | 5.35% | $17M | 375.4K | Q2 2026 |
| TrueWealth Financial Partners$251M AUM | 5.32% | $6M | 162.8K | Q4 2025OLDER |
| ABLE Financial Group, LLC$511M AUM | 5.28% | $27M | 694.1K | Q1 2026OLDER |
| BDFS Capital LLC$230M AUM | 5.16% | $12M | 267.7K | Q2 2026 |
| SUTTON PLACE INVESTORS LLC$183M AUM | 5.02% | $9M | 236.2K | Q1 2026OLDER |
| First Financial Group Corp$122M AUM | 4.97% | $6M | 156.7K | Q1 2026OLDER |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM | 4.93% | $5M | 141.2K | Q1 2026OLDER |
| MB Generational Wealth, LLC$181M AUM | 4.92% | $9M | 228.9K | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 4.87% | $92M | 2.36M | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 4.87% | $13M | 326.0K | Q3 2025OLDER |
| Note Advisors, LLC$200M AUM | 4.86% | $10M | 250.3K | Q1 2026OLDER |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 4.85% | $6M | 158.2K | Q1 2026OLDER |
| Oath Planning, LLC$113M AUM | 4.77% | $5M | 138.2K | Q1 2026OLDER |
| TRB Wealth Management, LLC$704M AUM | 4.72% | $33M | 854.6K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 4.64% | $43M | 1.10M | Q1 2026OLDER |
| Twin Cities Retirement Group LLC$117M AUM | 4.56% | $5M | 120.0K | Q2 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 4.51% | $40M | 896.4K | Q2 2026 |
| Zhang Financial LLC$2.9B AUM | 4.38% | $127M | 3.26M | Q1 2026OLDER |
| Hassell Wealth Management, LLC$298M AUM | 4.35% | $13M | 333.5K | Q1 2026OLDER |
| Hippocratic Financial Advisors, LLC$228M AUM | 4.20% | $10M | 246.6K | Q1 2026OLDER |
| B&D White Capital Company, LLC$809M AUM | 4.07% | $33M | 847.9K | Q1 2026OLDER |
| Asset Advisory Group, Inc.$229M AUM | 4.05% | $9M | 209.0K | Q2 2026 |
| AA Financial Advisors, LLC$710M AUM | 4.05% | $29M | 740.2K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 4.04% | $2.7B | 70.29M | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 3.92% | $31M | 807.0K | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 3.84% | $36M | 917.4K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 3.79% | $42M | 954.0K | Q2 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 3.78% | $8M | 209.6K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 3.78% | $11M | 275.9K | Q1 2026OLDER |
| M Wealth Management, LLC$119M AUM | 3.78% | $4M | 115.4K | Q1 2026OLDER |
| BluePrint Investing LLC$134M AUM | 3.70% | $5M | 111.6K | Q2 2026 |
| Belleair Asset Management, LLC$110M AUM | 3.68% | $4M | 103.8K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 3.68% | $97M | 2.49M | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 3.66% | $9M | 219.9K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 3.57% | $53M | 1.37M | Q1 2026OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 3.55% | $4M | 95.4K | Q1 2026OLDER |
| Summit Wealth Group, LLC$436M AUM | 3.46% | $15M | 388.5K | Q1 2026OLDER |
| Cedar Wealth Management, LLC$344M AUM | 3.42% | $12M | 302.3K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 3.40% | $84M | 2.15M | Q2 2026 |
| HMV Wealth Advisors, LLC$213M AUM | 3.37% | $7M | 184.6K | Q1 2026OLDER |
| INTEGRATED WEALTHCARE, LLC$120M AUM | 3.27% | $4M | 100.6K | Q1 2026OLDER |
| Kaufman Rossin Wealth, LLC$174M AUM | 3.17% | $6M | 142.4K | Q1 2026OLDER |
| Arbor Wealth Advisors LLC$164M AUM | 3.14% | $5M | 115.8K | Q2 2026 |
| Foundry Financial LLC$236M AUM | 3.09% | $7M | 187.8K | Q1 2026OLDER |
| Keystone Financial Group, Inc.$192M AUM | 3.06% | $6M | 151.3K | Q1 2026OLDER |
| Red Wave Investments LLC$335M AUM | 3.02% | $10M | 260.2K | Q1 2026OLDER |
| Freedom Financial Partners LLC$281M AUM | 3.02% | $8M | 218.0K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 2.95% | $6M | 159.3K | Q3 2025OLDER |
| Essential Planning, LLC.$315M AUM | 2.93% | $9M | 237.3K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 2.90% | $69M | 1.77M | Q1 2026OLDER |
| ALLIUM FINANCIAL ADVISORS, LLC$125M AUM | 2.87% | $4M | 92.1K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 2.84% | $5M | 125.4K | Q1 2026OLDER |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 2.78% | $129M | 3.32M | Q1 2026OLDER |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 2.75% | $5M | 128.4K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 2.69% | $5M | 130.2K | Q1 2026OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 2.68% | $10M | 251.1K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 2.63% | $8M | 199.5K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.8B AUM | 2.61% | $46M | 1.04M | Q2 2026 |
| PFG Private Wealth Management, LLC$236M AUM | 2.59% | $6M | 150.9K | Q3 2025OLDER |
| MASECO LLP$3.2B AUM | 2.57% | $82M | 2.11M | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 2.55% | $9M | 219.8K | Q1 2026OLDER |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$390M AUM | 2.54% | $10M | 223.5K | Q2 2026 |
| GEM Asset Management, LLC$227M AUM | 2.54% | $6M | 148.1K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 2.50% | $12M | 304.0K | Q1 2026OLDER |
| Financial Council, LLC$259M AUM | 2.49% | $6M | 166.2K | Q1 2026OLDER |
| E-Wealth Partners, LLC$124M AUM | 2.48% | $3M | 79.0K | Q2 2026 |
| Merited Wealth, LLC$121M AUM | 2.47% | $3M | 76.6K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 2.46% | $5M | 141.2K | Q1 2026OLDER |
| Nautilus Advisors LLC$146M AUM | 2.43% | $4M | 91.2K | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 2.41% | $129M | 3.32M | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 2.40% | $36M | 919.6K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 2.35% | $4M | 105.8K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 2.33% | $163M | 4.19M | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 2.33% | $481M | 12.39M | Q1 2026OLDER |
| Summit Portfolio Management, LTD.$155M AUM | 2.31% | $4M | 92.4K | Q1 2026OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 2.31% | $9M | 238.0K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 2.30% | $6M | 150.6K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 2.29% | $292M | 7.50M | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 2.25% | $188M | 4.83M | Q1 2026OLDER |
| ENTREWEALTH, LLC$223M AUM | 2.23% | $5M | 128.0K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 2.22% | $6M | 150.1K | Q1 2026OLDER |
| McCarthy Asset Management, Inc.$192M AUM | 2.21% | $4M | 107.0K | Q4 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 2.17% | $196M | 5.04M | Q1 2026OLDER |
| KOM Wealth Management Group, LLC$147M AUM | 2.17% | $3M | 81.8K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 2.17% | $60M | 1.59M | Q1 2026OLDER |
| Efficient Advisors, LLC$1.4B AUM | 2.16% | $30M | 782.3K | Q1 2026OLDER |
| Hill Investment Group Partners, LLC$906M AUM | 2.13% | $19M | 495.7K | Q1 2026OLDER |
| Everest Management Corp.$197M AUM | 2.13% | $4M | 108.0K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 2.12% | $3M | 66.6K | Q2 2026 |
| McLean Asset Management Corp$572M AUM | 2.08% | $12M | 306.4K | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 2.07% | $5M | 131.3K | Q1 2026OLDER |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 2.06% | $3M | 82.7K | Q1 2026OLDER |
| Hartmann Taylor Wealth Management, LLC$151M AUM | 2.05% | $3M | 79.6K | Q1 2026OLDER |
| Caerus Investment Advisors, LLC$240M AUM | 2.04% | $5M | 126.0K | Q2 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 2.03% | $28M | 720.8K | Q1 2026OLDER |
| Seneschal Advisors, LLC$135M AUM | 2.03% | $3M | 70.3K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 1.97% | $4M | 108.9K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 1.97% | $9M | 193.8K | Q2 2026 |
| Intelligent Financial Strategies$192M AUM | 1.90% | $4M | 94.0K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 1.90% | $2M | 55.8K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 1.90% | $18M | 464.5K | Q1 2026OLDER |
| RHL GROUP, LLC$117M AUM | 1.88% | $2M | 56.7K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 1.88% | $27M | 647.5K | Q1 2026OLDER |
| Strategent Financial, LLC$147M AUM | 1.88% | $3M | 71.1K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 1.86% | $10M | 260.4K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 1.85% | $1.7B | 42.58M | Q1 2026OLDER |
| Kure Advisory, LLC$184M AUM | 1.81% | $3M | 85.5K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 1.74% | $23M | 600.4K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 1.73% | $4M | 95.6K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 1.69% | $12M | 314.4K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 1.67% | $2M | 57.5K | Q1 2026OLDER |
| Austin Wealth Management, LLC$440M AUM | 1.66% | $7M | 185.3K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 1.64% | $11M | 245.2K | Q2 2026 |
| NorthAvenue LLC$126M AUM | 1.59% | $2M | 51.5K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 1.56% | $6M | 144.4K | Q4 2025OLDER |
| STOLZ & ASSOCIATES, PS$143M AUM | 1.56% | $2M | 53.7K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 1.53% | $157M | 4.03M | Q1 2026OLDER |
| Sterling Wealth Advisors Inc$175M AUM | 1.51% | $3M | 62.8K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 1.50% | $4M | 113.0K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 1.46% | $6M | 155.0K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 1.46% | $5M | 117.0K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 1.45% | $3M | 64.6K | Q1 2026OLDER |
| Storgate, LLC$127M AUM | 1.45% | $2M | 47.5K | Q1 2026OLDER |
| Alpha Financial Advisors, LLC$326M AUM | 1.41% | $5M | 118.8K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 1.41% | $27M | 701.9K | Q1 2026OLDER |
| HFG Wealth Management, LLC$182M AUM | 1.36% | $2M | 63.5K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 1.32% | $3M | 68.5K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 1.31% | $4M | 108.6K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 1.30% | $6M | 162.2K | Q1 2026OLDER |
| OneAscent Family Office, LLC$143M AUM | 1.30% | $2M | 47.8K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 1.29% | $25M | 638.5K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 1.27% | $4M | 95.2K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 1.21% | $300M | 7.71M | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 1.21% | $229M | 5.90M | Q1 2026OLDER |
| HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM | 1.20% | $7M | 168.7K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 1.20% | $2M | 58.3K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 1.20% | $3M | 86.8K | Q1 2026OLDER |
| Avise Financial Cooperative, Inc.$121M AUM | 1.20% | $1M | 37.2K | Q1 2026OLDER |
| Great Waters Wealth Management$1.1B AUM | 1.19% | $13M | 290.1K | Q2 2026 |
| Quad-Cities Investment Group, LLC$278M AUM | 1.17% | $3M | 73.5K | Q2 2026 |
| Amicus Financial Advisors, LLC$363M AUM | 1.17% | $4M | 109.1K | Q1 2026OLDER |
| Physician Wealth Solutions Inc.$242M AUM | 1.15% | $3M | 71.7K | Q1 2026OLDER |
| Level Wealth Management LLC$213M AUM | 1.15% | $2M | 63.2K | Q1 2026OLDER |
| Cascade Wealth Advisors, Inc$228M AUM | 1.15% | $3M | 60.6K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 1.14% | $3M | 71.5K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 1.14% | $9M | 242.5K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 1.13% | $3M | 82.7K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 1.13% | $7M | 177.6K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 1.12% | $59M | 1.52M | Q1 2026OLDER |
| Eaton Financial Holdings Company, LLC$305M AUM | 1.12% | $3M | 88.1K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 1.12% | $10M | 233.5K | Q2 2026 |
| Buttonwood Financial Advisors Inc.$299M AUM | 1.11% | $3M | 85.6K | Q1 2026OLDER |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 1.11% | $3M | 70.9K | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 1.11% | $3M | 66.2K | Q1 2026OLDER |
| Legacy Advisors, LLC$848M AUM | 1.09% | $9M | 238.4K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 1.08% | $60M | 1.54M | Q1 2026OLDER |
| Trailhead Planners LLC$104M AUM | 1.08% | $1M | 28.9K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 1.08% | $10M | 251.2K | Q1 2026OLDER |
| Atlas Private Wealth Advisors$425M AUM | 1.06% | $5M | 116.1K | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 1.06% | $2M | 47.5K | Q1 2026OLDER |
| Winthrop Advisory Group LLC$1.2B AUM | 1.02% | $13M | 321.7K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 1.01% | $2M | 45.6K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.99% | $37M | 957.8K | Q1 2026OLDER |
| Index Fund Advisors, Inc.$2.2B AUM | 0.99% | $22M | 567.1K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 0.98% | $3M | 78.2K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.98% | $13M | 333.0K | Q4 2025OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.98% | $75M | 1.68M | Q2 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.98% | $17M | 444.6K | Q1 2026OLDER |
| Avant Financial Advisors LLC$161M AUM | 0.98% | $2M | 35.4K | Q2 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.97% | $5M | 120.8K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.97% | $122M | 3.14M | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.97% | $3M | 64.7K | Q2 2026 |
| 25 LLC$324M AUM | 0.96% | $3M | 80.5K | Q1 2026OLDER |
| NerdWallet Wealth Partners, LLC$290M AUM | 0.96% | $3M | 62.6K | Q2 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.96% | $4M | 104.6K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.95% | $12M | 296.1K | Q1 2026OLDER |
| IF Advisors, LLC$141M AUM | 0.95% | $1M | 34.5K | Q1 2026OLDER |
| Pioneer Wealth Management Group$414M AUM | 0.94% | $4M | 88.1K | Q2 2026 |
| Lexington Hill Partners, LLC$206M AUM | 0.94% | $2M | 43.8K | Q2 2026 |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 0.93% | $1M | 37.1K | Q1 2026OLDER |
| Landing Point Financial Group, LLC$206M AUM | 0.93% | $2M | 49.5K | Q1 2026OLDER |
| Olistico Wealth, LLC$234M AUM | 0.93% | $2M | 49.1K | Q2 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.92% | $32M | 728.2K | Q2 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.91% | $21M | 532.2K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.90% | $3M | 89.3K | Q1 2026OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 0.90% | $1M | 32.1K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.90% | $2M | 61.9K | Q1 2026OLDER |
| Gemmer Asset Management LLC$1.3B AUM | 0.87% | $11M | 282.6K | Q1 2026OLDER |
| Integrity Investment Advisors, LLC$184M AUM | 0.86% | $2M | 40.9K | Q1 2026OLDER |
| Shotwell Rutter Baer Inc$170M AUM | 0.86% | $1M | 37.6K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.85% | $3M | 66.9K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.85% | $15M | 397.8K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.84% | $38M | 897.0K | Q1 2026OLDER |
| Brewster Financial Planning LLC$165M AUM | 0.84% | $1M | 35.9K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.84% | $5M | 131.0K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.84% | $11M | 271.3K | Q1 2026OLDER |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 0.82% | $2M | 62.0K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.82% | $27M | 689.7K | Q1 2026OLDER |
| Cedar Point Capital Partners, LLC$154M AUM | 0.81% | $1M | 32.3K | Q1 2026OLDER |
| Boyce & Associates Wealth Consulting, Inc.$132M AUM | 0.81% | $1M | 27.7K | Q1 2026OLDER |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM | 0.80% | $5M | 125.5K | Q1 2026OLDER |
| WPWealth LLP$654M AUM | 0.79% | $5M | 133.7K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.79% | $7M | 178.2K | Q1 2026OLDER |
| Navigate Wealth Management, LLC$142M AUM | 0.79% | $1M | 26.9K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.79% | $17M | 439.9K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.79% | $14M | 353.5K | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 0.79% | $20M | 502.5K | Q1 2026OLDER |
| Tandem Financial, LLC$314M AUM | 0.79% | $2M | 63.8K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.79% | $28M | 721.8K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.78% | $41M | 925.5K | Q2 2026 |
| Atwater Malick LLC$370M AUM | 0.77% | $3M | 73.3K | Q1 2026OLDER |
| Disciplined Equity Management, Inc.$199M AUM | 0.77% | $2M | 39.3K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.76% | $14M | 371.7K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.75% | $5M | 138.8K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.75% | $5M | 138.8K | Q1 2026OLDER |
| Seaside Wealth Management, Inc.$356M AUM | 0.73% | $3M | 67.2K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.73% | $3M | 74.4K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.73% | $59M | 1.52M | Q1 2026OLDER |
| Renasant Bank$141M AUM | 0.70% | $996,098 | 25.6K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.70% | $10M | 215.2K | Q2 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.69% | $2M | 60.1K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 0.69% | $2M | 51.7K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 0.66% | $1M | 28.3K | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.65% | $4M | 98.5K | Q1 2026OLDER |
| Freedom Day Solutions, LLC$373M AUM | 0.65% | $2M | 61.9K | Q1 2026OLDER |
| WestHill Financial Advisors, Inc.$523M AUM | 0.64% | $3M | 86.6K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.64% | $1M | 29.8K | Q1 2026OLDER |
| BlueSky Wealth Advisors, LLC$777M AUM | 0.63% | $5M | 126.6K | Q1 2026OLDER |
| S. R. Schill & Associates$148M AUM | 0.63% | $932,931 | 24.0K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.63% | $1M | 31.2K | Q1 2026OLDER |
| Fortress Wealth Management, Inc.$225M AUM | 0.62% | $1M | 36.3K | Q3 2025OLDER |
| Astra Wealth Partners LLC$168M AUM | 0.61% | $1M | 26.4K | Q1 2026OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 0.60% | $2M | 42.8K | Q1 2026OLDER |
| Northwest Wealth Advisors, LLC$140M AUM | 0.60% | $841,220 | 21.6K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.60% | $3M | 74.6K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.60% | $943,240 | 24.3K | Q1 2026OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 0.59% | $1M | 26.6K | Q1 2026OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 0.59% | $6M | 146.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.58% | $62M | 1.58M | Q1 2026OLDER |
| Aquire Wealth Advisors, LLC$381M AUM | 0.58% | $2M | 57.2K | Q1 2026OLDER |
| bLong Financial, LLC$132M AUM | 0.58% | $768,806 | 19.8K | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 0.58% | $3M | 70.4K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 0.58% | $764,053 | 19.7K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.57% | $28M | 718.1K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.57% | $25M | 634.6K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.57% | $7M | 179.2K | Q3 2025OLDER |
| Wealth Architects, LLC$1.1B AUM | 0.57% | $6M | 164.2K | Q1 2026OLDER |
| Vilga Financial Planning LLC$132M AUM | 0.57% | $750,349 | 16.9K | Q2 2026 |
| Archer Investment Management, LLC$293M AUM | 0.57% | $2M | 37.3K | Q2 2026 |
| Hopwood Financial Services, Inc.$148M AUM | 0.56% | $828,729 | 21.3K | Q1 2026OLDER |
| Exeter Financial, LLC$245M AUM | 0.56% | $1M | 35.1K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.56% | $1M | 36.5K | Q1 2026OLDER |
| L2 Asset Management, LLC$1.1B AUM | 0.55% | $6M | 149.4K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.55% | $910,978 | 23.4K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.54% | $7M | 172.0K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.53% | $7M | 171.9K | Q1 2026OLDER |
| Liberty Capital Management, Inc.$537M AUM | 0.53% | $3M | 72.3K | Q4 2025OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.53% | $6M | 149.4K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.53% | $613,716 | 15.8K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.53% | $2M | 60.7K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.53% | $9M | 205.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.52% | $111M | 2.85M | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.52% | $2M | 51.7K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 0.51% | $1M | 30.6K | Q1 2026OLDER |
| Fortis Advisors, LLC$200M AUM | 0.51% | $1M | 26.3K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.50% | $1M | 37.5K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.50% | $10M | 263.2K | Q1 2026OLDER |
| Citrine Capital LLC$231M AUM | 0.50% | $1M | 29.4K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 0.49% | $2M | 60.0K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.48% | $6M | 139.3K | Q2 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC$430M AUM | 0.48% | $2M | 51.4K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.48% | $568,437 | 14.6K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.48% | $28M | 710.9K | Q1 2026OLDER |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 0.48% | $719,959 | 18.5K | Q1 2026OLDER |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM | 0.47% | $705,115 | 18.1K | Q1 2026OLDER |
| Shakespeare Wealth Management, LLC$422M AUM | 0.47% | $2M | 51.2K | Q1 2026OLDER |
| BankChampaign, National Association$101M AUM | 0.47% | $473,734 | 2.3K | Q1 2026OLDER |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 0.46% | $2M | 39.6K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.46% | $71M | 1.83M | Q1 2026OLDER |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 0.46% | $931,730 | 24.0K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.46% | $54M | 1.39M | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.45% | $1M | 32.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.45% | $324M | 8.34M | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.45% | $3M | 89.3K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.45% | $1M | 27.7K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.45% | $628,328 | 16.2K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.45% | $605,806 | 15.3K | Q4 2025OLDER |
| CogentBlue Wealth Advisors, LLC$149M AUM | 0.44% | $654,168 | 16.8K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.44% | $31M | 806.1K | Q1 2026OLDER |
| Yardley Wealth Management LLC$195M AUM | 0.44% | $852,941 | 21.9K | Q1 2026OLDER |
| SARD WEALTH MANAGEMENT GROUP, LLC$184M AUM | 0.44% | $801,507 | 20.6K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.