DFASDIMENSIONAL ETF TRUST
CUSIP 25434V500 · Yahoo Finance ↗ · Google Finance ↗
Dimensional Etf Trust (DFAS) has 866 institutional holders in Filings Flow’s 13F database, together reporting 145.37M shares worth $10.4B as of Q1 2026. The largest reported holders are Creative Planning, Northern Trust Corp, and Bank Of America Corp /De/.
Institutional Holders
866
Q1 2026
Reported Value
$10.4B
Ticker
DFAS
Quarters Tracked
20
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Richard Young Associates, Ltd.$132M AUM | 24.87% | $33M | 460.4K | Q1 2026 |
| Index Fund Advisors, Inc.$2.2B AUM | 18.89% | $420M | 5.90M | Q1 2026 |
| DIXON FNANCIAL SERVICES, INC.$223M AUM | 17.80% | $40M | 557.5K | Q1 2026 |
| Premier Financial Group$587M AUM | 14.52% | $85M | 1.18M | Q1 2026 |
| Heritage Wealth Management, Inc./Texas$234M AUM | 13.20% | $31M | 434.3K | Q1 2026 |
| SENTINEL WEALTH MANAGEMENT, INC.$125M AUM | 12.65% | $16M | 222.3K | Q1 2026 |
| Disciplined Equity Management, Inc.$199M AUM | 12.49% | $25M | 349.6K | Q1 2026 |
| Pillar Financial Advisors, LLC$171M AUM | 12.05% | $21M | 289.8K | Q1 2026 |
| PINNEY & SCOFIELD, INC.$185M AUM | 11.21% | $21M | 292.4K | Q1 2026 |
| ACORN CREEK CAPITAL LLC$280M AUM | 10.86% | $30M | 427.7K | Q1 2026 |
| Tassel Capital Management, Inc.$184M AUM | 10.48% | $19M | 271.3K | Q1 2026 |
| Stordahl Capital Management, Inc.$486M AUM | 10.43% | $51M | 711.9K | Q1 2026 |
| TCI Wealth Advisors, Inc.$1.9B AUM | 9.80% | $185M | 2.60M | Q1 2026 |
| Allodium Investment Consultants, LLC$209M AUM | 9.46% | $20M | 277.8K | Q1 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC$171M AUM | 9.07% | $13M | 189.2K | Q1 2026 |
| Mendota Financial Group, LLC$161M AUM | 8.80% | $12M | 166.9K | Q1 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$112M AUM | 8.77% | $10M | 138.6K | Q1 2026 |
| Great Waters Wealth Management$1.1B AUM | 8.25% | $78M | 1.10M | Q1 2026 |
| Hurlow Wealth Management Group, Inc.$420M AUM | 8.13% | $34M | 480.2K | Q1 2026 |
| Three Arch Wealth Management LLC$556M AUM | 8.06% | $45M | 630.1K | Q1 2026 |
| PCA Investment Advisory Services Inc.$300M AUM | 7.56% | $23M | 318.4K | Q1 2026 |
| Your Advocates Ltd., LLP$328M AUM | 7.52% | $25M | 346.8K | Q1 2026 |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 7.42% | $69M | 970.4K | Q1 2026 |
| Guardian Wealth Management, LLC$330M AUM | 7.35% | $24M | 340.5K | Q1 2026 |
| Forum Private Client Group LLC$300M AUM | 7.00% | $21M | 295.5K | Q1 2026 |
| Tilson Financial Group, Inc.$333M AUM | 6.59% | $22M | 308.9K | Q1 2026 |
| Timonier Family Office, LTD.$315M AUM | 6.56% | $21M | 296.5K | Q4 2025OLDER |
| DecisionPoint Financial, LLC$464M AUM | 6.49% | $30M | 423.6K | Q1 2026 |
| Divergent Planning, LLC$392M AUM | 6.49% | $25M | 361.0K | Q4 2025OLDER |
| First Bancorp, Inc /ME/$201M AUM | 6.26% | $13M | 177.1K | Q1 2026 |
| Daner Wealth Management, LLC$170M AUM | 6.17% | $10M | 136.5K | Q1 2026 |
| Tillman Hartley LLC$398M AUM | 6.00% | $24M | 336.2K | Q1 2026 |
| WASHINGTON TRUST BANK$1.4B AUM | 5.99% | $81M | 1.14M | Q1 2026 |
| DiNuzzo Private Wealth, Inc.$928M AUM | 5.64% | $52M | 735.5K | Q1 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV$138M AUM | 5.64% | $8M | 109.1K | Q1 2026 |
| Austin Asset Management Co Inc$608M AUM | 5.41% | $33M | 462.7K | Q1 2026 |
| Wealth Management Nebraska$987M AUM | 5.41% | $53M | 750.4K | Q1 2026 |
| Burk Holdings LLC$233M AUM | 5.40% | $13M | 177.2K | Q1 2026 |
| Cedar Point Capital Partners, LLC$154M AUM | 5.40% | $8M | 116.8K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 5.22% | $113M | 1.59M | Q1 2026 |
| Parkwoods Wealth Partners, LLC$408M AUM | 5.04% | $21M | 288.9K | Q1 2026 |
| HILL ISLAND FINANCIAL LLC$412M AUM | 4.92% | $20M | 284.7K | Q1 2026 |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 4.87% | $22M | 315.6K | Q1 2026 |
| RF&L WEALTH MANAGEMENT, LLC$134M AUM | 4.84% | $6M | 91.0K | Q1 2026 |
| EnRich Financial Partners LLC$377M AUM | 4.84% | $18M | 256.6K | Q1 2026 |
| JDH Wealth Management, LLC$148M AUM | 4.76% | $7M | 99.3K | Q1 2026 |
| Frankly Finances, LLC$110M AUM | 4.76% | $5M | 73.9K | Q1 2026 |
| Heritage Investment Group, Inc.$661M AUM | 4.75% | $31M | 441.0K | Q1 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 4.62% | $86M | 1.21M | Q1 2026 |
| Midwest Heritage Bank, FSB$312M AUM | 4.52% | $14M | 197.8K | Q1 2026 |
| First Financial Group Corp$122M AUM | 4.40% | $5M | 75.8K | Q1 2026 |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 4.38% | $9M | 124.6K | Q1 2026 |
| DRAVO BAY LLC$246M AUM | 4.28% | $11M | 148.0K | Q1 2026 |
| Seneschal Advisors, LLC$135M AUM | 4.26% | $6M | 80.7K | Q1 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC$167M AUM | 4.26% | $7M | 100.1K | Q1 2026 |
| Aegis Wealth Management LLC$175M AUM | 4.23% | $7M | 103.9K | Q1 2026 |
| Granite Harbor Advisors, Inc.$229M AUM | 4.21% | $10M | 135.6K | Q1 2026 |
| GEM Asset Management, LLC$227M AUM | 4.17% | $9M | 132.8K | Q1 2026 |
| TrustWell Financial Advisors, LLC$106M AUM | 4.09% | $4M | 61.1K | Q1 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH$411M AUM | 3.98% | $16M | 230.1K | Q1 2026 |
| LAM GROUP, INC.$182M AUM | 3.96% | $7M | 101.3K | Q1 2026 |
| Yardley Wealth Management LLC$195M AUM | 3.96% | $8M | 108.5K | Q1 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 3.96% | $25M | 352.8K | Q1 2026 |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 3.90% | $8M | 116.6K | Q1 2026 |
| Ballentine Capital Advisors, Inc$242M AUM | 3.83% | $9M | 130.2K | Q1 2026 |
| McNamara Financial Services, Inc.$528M AUM | 3.82% | $20M | 283.5K | Q1 2026 |
| Aspen Capital Management, LLC$404M AUM | 3.81% | $15M | 216.3K | Q1 2026 |
| Navigate Wealth Management, LLC$142M AUM | 3.78% | $5M | 70.0K | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 3.75% | $30M | 422.6K | Q1 2026 |
| Kane Co Wealth Management, Inc.$119M AUM | 3.74% | $4M | 62.4K | Q1 2026 |
| Envision Financial Planning, LLC$276M AUM | 3.72% | $10M | 144.6K | Q1 2026 |
| KRAFT ASSET MANAGEMENT, LLC$108M AUM | 3.65% | $4M | 61.6K | Q2 2025OLDER |
| Trinity Financial Advisors LLC$389M AUM | 3.64% | $13M | 179.5K | Q1 2026 |
| Cascade Wealth Advisors, Inc$228M AUM | 3.62% | $8M | 106.0K | Q1 2026 |
| Sterling Wealth Management, Inc.$364M AUM | 3.62% | $13M | 185.4K | Q1 2026 |
| BUSH INVESTMENT GROUP, LLC$179M AUM | 3.59% | $6M | 92.1K | Q1 2026 |
| KMT WEALTH MANAGEMENT, LLC$184M AUM | 3.50% | $6M | 90.5K | Q1 2026 |
| DBK Financial Counsel, LLC$132M AUM | 3.45% | $4M | 64.6K | Q4 2025OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 3.40% | $9M | 121.6K | Q1 2026 |
| GK Wealth Management LLC$190M AUM | 3.37% | $4M | 55.9K | Q1 2026 |
| DWR WEALTH MANAGEMENT, LLC$134M AUM | 3.37% | $4M | 55.9K | Q1 2026 |
| New Hampshire Trust$496M AUM | 3.36% | $17M | 233.9K | Q1 2026 |
| SB Capital Management Inc$273M AUM | 3.31% | $9M | 129.7K | Q4 2025OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 3.26% | $227M | 3.20M | Q1 2026 |
| DiPaolo Financial Group, Inc.$153M AUM | 3.25% | $4M | 62.8K | Q1 2026 |
| Pioneer Wealth Management Group$414M AUM | 3.22% | $11M | 161.5K | Q1 2026 |
| McLean Asset Management Corp$572M AUM | 3.21% | $18M | 257.6K | Q1 2026 |
| Factor Wealth Management LTD$661M AUM | 3.19% | $17M | 238.2K | Q1 2026 |
| Adelphi Trust Co$151M AUM | 3.16% | $4M | 54.6K | Q1 2026 |
| Meriwether Wealth & Planning, LLC$202M AUM | 3.14% | $5M | 79.3K | Q3 2025OLDER |
| TME FINANCIAL, INC.$144M AUM | 3.12% | $5M | 63.3K | Q1 2026 |
| Syverson Strege & Co$416M AUM | 3.09% | $13M | 180.7K | Q1 2026 |
| CURIO WEALTH, LLC$293M AUM | 3.02% | $9M | 124.0K | Q1 2026 |
| Wealth Management Partners, LLC$350M AUM | 3.01% | $11M | 148.2K | Q1 2026 |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 2.99% | $11M | 144.8K | Q1 2026 |
| Strategent Financial, LLC$147M AUM | 2.96% | $4M | 61.3K | Q1 2026 |
| KWMG, LLC$1.4B AUM | 2.94% | $35M | 494.7K | Q1 2026 |
| Ruggaard & Associates LLC$252M AUM | 2.93% | $7M | 103.9K | Q1 2026 |
| WorthPointe, LLC$369M AUM | 2.89% | $11M | 149.8K | Q1 2026 |
| Belleair Asset Management, LLC$110M AUM | 2.88% | $3M | 44.4K | Q1 2026 |
| Confluence Wealth Services, Inc.$2.6B AUM | 2.88% | $74M | 1.04M | Q1 2026 |
| American Investment Services, Inc.$448M AUM | 2.84% | $13M | 179.3K | Q1 2026 |
| WPWealth LLP$654M AUM | 2.84% | $19M | 261.0K | Q1 2026 |
| Summit Wealth Group, LLC$436M AUM | 2.83% | $12M | 173.6K | Q1 2026 |
| MBA Advisors LLC$260M AUM | 2.76% | $7M | 101.1K | Q1 2026 |
| Generations Wealth, LLC$103M AUM | 2.75% | $3M | 39.9K | Q1 2026 |
| Tanager Wealth Management LLP$1.0B AUM | 2.68% | $28M | 389.3K | Q1 2026 |
| Plancorp, LLC$3.5B AUM | 2.68% | $94M | 1.27M | Q1 2026 |
| PBMares Wealth Management LLC$617M AUM | 2.66% | $16M | 240.0K | Q3 2025OLDER |
| Harbour Wealth Management Group, Inc.$133M AUM | 2.65% | $4M | 49.5K | Q1 2026 |
| Parker Financial LLC$250M AUM | 2.64% | $7M | 93.2K | Q1 2026 |
| Cordant, Inc.$246M AUM | 2.59% | $6M | 89.7K | Q1 2026 |
| Birchcreek Wealth Management, LLC$208M AUM | 2.59% | $5M | 75.6K | Q1 2026 |
| West Financial Advisors, LLC$659M AUM | 2.58% | $15M | 213.4K | Q1 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 2.56% | $38M | 529.5K | Q1 2026 |
| Forza Wealth Management, LLC$287M AUM | 2.54% | $7M | 102.7K | Q1 2026 |
| Spinnaker Investment Group, LLC$491M AUM | 2.47% | $12M | 170.4K | Q1 2026 |
| Lauer Wealth, LLC$126M AUM | 2.47% | $3M | 41.7K | Q1 2026 |
| AIRE ADVISORS, LLC$547M AUM | 2.45% | $13M | 188.2K | Q1 2026 |
| DeLarme Wealth Management, Inc.$155M AUM | 2.38% | $4M | 52.1K | Q1 2026 |
| Hartmann Taylor Wealth Management, LLC$151M AUM | 2.35% | $4M | 50.0K | Q1 2026 |
| Hiley Hunt Wealth Management$253M AUM | 2.35% | $5M | 74.8K | Q1 2026 |
| ACAS, LLC$149M AUM | 2.32% | $3M | 51.1K | Q2 2025OLDER |
| CLARIS ADVISORS, LLC / MO /$334M AUM | 2.25% | $8M | 105.8K | Q1 2026 |
| CPA Asset Management Group, LLC$347M AUM | 2.25% | $7M | 94.2K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 2.24% | $31M | 434.2K | Q1 2026 |
| Pinnacle Financial Group, LLC / IL$365M AUM | 2.20% | $8M | 112.9K | Q1 2026 |
| M Wealth Management, LLC$119M AUM | 2.20% | $3M | 36.7K | Q1 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC$251M AUM | 2.17% | $5M | 76.5K | Q1 2026 |
| Planning Center, Inc.$987M AUM | 2.17% | $21M | 300.5K | Q1 2026 |
| Efficient Frontier Advisors LLC$158M AUM | 2.16% | $3M | 53.4K | Q2 2025OLDER |
| Parkworth Wealth Management, Inc.$139M AUM | 2.15% | $3M | 46.7K | Q2 2025OLDER |
| Kooman & Associates$335M AUM | 2.11% | $7M | 99.6K | Q1 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 2.08% | $23M | 311.2K | Q1 2026 |
| AG Asset Advisory, LLC$121M AUM | 2.07% | $2M | 35.1K | Q1 2026 |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 2.06% | $16M | 219.2K | Q1 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC$171M AUM | 2.06% | $4M | 50.8K | Q4 2025OLDER |
| Ruedi Wealth Management, Inc.$388M AUM | 2.00% | $8M | 109.4K | Q1 2026 |
| Pacific Sage Partners, LLC$636M AUM | 1.99% | $13M | 177.6K | Q1 2026 |
| Alpha Financial Advisors, LLC$326M AUM | 1.97% | $6M | 90.3K | Q1 2026 |
| Financial Synergies Wealth Advisors, Inc.$1.2B AUM | 1.92% | $20M | 283.4K | Q1 2026 |
| Elser Financial Planning, Inc$2.1B AUM | 1.91% | $39M | 555.7K | Q1 2026 |
| Investmark Advisory Group LLC$234M AUM | 1.89% | $4M | 62.2K | Q1 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM | 1.87% | $2M | 33.6K | Q1 2026 |
| Capstone Wealth Management, LLC$143M AUM | 1.87% | $3M | 37.7K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 1.85% | $38M | 547.7K | Q1 2026 |
| FMB WEALTH MANAGEMENT$242M AUM | 1.85% | $4M | 62.7K | Q1 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 1.82% | $19M | 269.8K | Q1 2026 |
| VeraBank, N.A.$546M AUM | 1.82% | $10M | 139.6K | Q1 2026 |
| Grunden Financial Advisory, Inc.$256M AUM | 1.79% | $5M | 65.8K | Q4 2025OLDER |
| Kondo Wealth Advisors, Inc.$266M AUM | 1.77% | $5M | 65.9K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 1.72% | $88M | 1.26M | Q1 2026 |
| Altura Wealth Advisors Inc.$229M AUM | 1.70% | $4M | 54.8K | Q1 2026 |
| Waterfront Wealth Inc.$545M AUM | 1.70% | $9M | 129.9K | Q1 2026 |
| Trace Wealth Advisors, LLC$133M AUM | 1.65% | $2M | 30.9K | Q1 2026 |
| B&D White Capital Company, LLC$809M AUM | 1.64% | $13M | 186.3K | Q1 2026 |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 1.61% | $8M | 118.2K | Q1 2026 |
| Pacific Asset Management, LLC$179M AUM | 1.60% | $3M | 40.4K | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 1.59% | $18M | 252.2K | Q1 2026 |
| Physician Wealth Solutions Inc.$242M AUM | 1.56% | $4M | 52.9K | Q1 2026 |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 1.51% | $4M | 60.4K | Q1 2026 |
| Financial Planning Navigators CORP$228M AUM | 1.48% | $3M | 47.3K | Q1 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM | 1.45% | $2M | 22.7K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 1.42% | $52M | 735.4K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 1.41% | $4M | 57.3K | Q1 2026 |
| ADE, LLC$209M AUM | 1.40% | $3M | 41.2K | Q1 2026 |
| VERUS WEALTH MANAGEMENT, LLC$108M AUM | 1.40% | $2M | 21.1K | Q1 2026 |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 1.39% | $6M | 87.0K | Q1 2026 |
| Sprinkle Financial Consultants LLC$255M AUM | 1.38% | $3M | 41.9K | Q1 2026 |
| Platform Technology Partners$519M AUM | 1.37% | $7M | 100.0K | Q1 2026 |
| Olistico Wealth, LLC$234M AUM | 1.37% | $3M | 39.1K | Q1 2026 |
| SwitchPoint Financial Planning, LLC$147M AUM | 1.35% | $2M | 28.0K | Q1 2026 |
| Invst, LLC$886M AUM | 1.35% | $12M | 167.8K | Q1 2026 |
| CONNABLE OFFICE INC$1.0B AUM | 1.28% | $13M | 183.1K | Q1 2026 |
| Armor Investment Advisors, LLC$278M AUM | 1.27% | $4M | 49.7K | Q1 2026 |
| JGP Wealth Management, LLC$1.1B AUM | 1.27% | $12M | 171.5K | Q1 2026 |
| Creative Planning$147.4B AUM | 1.27% | $1.9B | 26.23M | Q1 2026 |
| SUTTON PLACE INVESTORS LLC$183M AUM | 1.26% | $2M | 32.5K | Q1 2026 |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 1.24% | $2M | 27.7K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 1.22% | $98M | 1.38M | Q1 2026 |
| TFO Wealth Partners, LLC$735M AUM | 1.21% | $9M | 125.4K | Q1 2026 |
| Cordgrass Capital Advisors, LLC$427M AUM | 1.21% | $5M | 72.5K | Q1 2026 |
| Conservest Capital Advisors, Inc.$1.1B AUM | 1.20% | $13M | 186.7K | Q1 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 1.20% | $3M | 42.0K | Q1 2026 |
| Aurelius Family Office LLC$230M AUM | 1.20% | $3M | 38.7K | Q1 2026 |
| TAGStone Capital, Inc.$283M AUM | 1.19% | $3M | 47.5K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 1.17% | $52M | 681.4K | Q1 2026 |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 1.17% | $3M | 49.6K | Q4 2025OLDER |
| KPP Advisory Services LLC$689M AUM | 1.16% | $8M | 112.5K | Q1 2026 |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 1.15% | $13M | 185.1K | Q1 2026 |
| Napier Financial, LLC$436M AUM | 1.15% | $5M | 70.7K | Q1 2026 |
| Johnson Wealth Management, LLC$207M AUM | 1.14% | $2M | 33.3K | Q1 2026 |
| Accredited Wealth Management, LLC$134M AUM | 1.14% | $1M | 22.1K | Q2 2025OLDER |
| Lutz Financial Services LLC$1.5B AUM | 1.14% | $17M | 238.8K | Q1 2026 |
| Smith Partners Wealth Management, LLC$112M AUM | 1.12% | $1M | 17.6K | Q1 2026 |
| Fortis Advisors, LLC$200M AUM | 1.10% | $2M | 30.8K | Q1 2026 |
| ENZI WEALTH$288M AUM | 1.09% | $3M | 44.2K | Q1 2026 |
| BWM Planning, LLC$379M AUM | 1.09% | $4M | 58.1K | Q1 2026 |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 1.06% | $1M | 18.7K | Q1 2026 |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 1.04% | $3M | 42.9K | Q1 2026 |
| CLG LLC$403M AUM | 1.03% | $4M | 58.6K | Q1 2026 |
| HTG Investment Advisors, Inc.$352M AUM | 1.03% | $4M | 51.1K | Q1 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 1.02% | $11M | 150.9K | Q1 2026 |
| Vantage Point Financial LLC$285M AUM | 0.98% | $3M | 39.3K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.97% | $3M | 45.9K | Q1 2026 |
| True Link Financial Advisors, LLC$1.6B AUM | 0.96% | $16M | 218.7K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.95% | $18M | 258.3K | Q1 2026 |
| Ariadne Wealth Management, LP$223M AUM | 0.94% | $2M | 29.5K | Q1 2026 |
| Donalies Financial Planning, LLC$117M AUM | 0.93% | $1M | 15.3K | Q1 2026 |
| SMI Advisory Services, LLC$617M AUM | 0.93% | $6M | 77.9K | Q1 2026 |
| SEMITAM BONAM LLC$122M AUM | 0.91% | $1M | 15.7K | Q1 2026 |
| Investment Advisory Group, LLC$393M AUM | 0.90% | $4M | 50.0K | Q1 2026 |
| Colony Family Offices, LLC$406M AUM | 0.89% | $4M | 50.9K | Q1 2026 |
| marrick wealth, LLC$119M AUM | 0.88% | $1M | 14.7K | Q1 2026 |
| Shearwater Capital LLC$209M AUM | 0.88% | $2M | 23.5K | Q1 2026 |
| Powers Advisory Group, LLC$284M AUM | 0.87% | $2M | 34.8K | Q1 2026 |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.85% | $3M | 39.1K | Q1 2026 |
| Discipline Wealth Solutions, LLC$950M AUM | 0.85% | $8M | 113.6K | Q1 2026 |
| Cambridge Financial Group, LLC$295M AUM | 0.85% | $3M | 35.2K | Q1 2026 |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 0.85% | $3M | 45.1K | Q1 2026 |
| Bridgewater Advisors Inc.$1.7B AUM | 0.84% | $14M | 185.3K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.83% | $53M | 750.2K | Q1 2026 |
| TruNorth Capital Management, LLC$522M AUM | 0.80% | $4M | 58.8K | Q1 2026 |
| Altiora Financial Group, LLC$607M AUM | 0.80% | $5M | 68.0K | Q1 2026 |
| Aspen Wealth Management LLC$501M AUM | 0.79% | $4M | 55.9K | Q1 2026 |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.79% | $3M | 46.1K | Q1 2026 |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.79% | $3M | 48.8K | Q1 2026 |
| Goepper Burkhardt LLC$299M AUM | 0.79% | $2M | 33.1K | Q1 2026 |
| BCM ADVISORS, LLC$507M AUM | 0.78% | $4M | 51.6K | Q1 2026 |
| Gemmer Asset Management LLC$1.3B AUM | 0.78% | $10M | 138.4K | Q1 2026 |
| Quad-Cities Investment Group, LLC$278M AUM | 0.78% | $2M | 27.4K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.77% | $10M | 142.0K | Q1 2026 |
| Narus Financial Partners, LLC$382M AUM | 0.77% | $3M | 41.1K | Q1 2026 |
| Lauterbach Financial Advisors, LLC$205M AUM | 0.77% | $2M | 22.0K | Q1 2026 |
| BAKER BOYER NATIONAL BANK$333M AUM | 0.76% | $3M | 35.8K | Q1 2026 |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 0.76% | $1M | 16.0K | Q1 2026 |
| Well Done, LLC$681M AUM | 0.76% | $5M | 72.4K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.75% | $5M | 76.0K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.75% | $9M | 133.4K | Q1 2026 |
| SpringVest Wealth Management LLC$146M AUM | 0.74% | $1M | 15.2K | Q1 2026 |
| Mayfair Advisory Group, LLC$286M AUM | 0.73% | $2M | 29.6K | Q1 2026 |
| Axis Wealth Partners, LLC$188M AUM | 0.73% | $1M | 19.4K | Q1 2026 |
| Five Oceans Advisors$311M AUM | 0.70% | $2M | 27.2K | Q1 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.69% | $2M | 34.4K | Q1 2026 |
| Foster Group, Inc.$3.8B AUM | 0.69% | $23M | 323.9K | Q1 2026 |
| Meridian Wealth Partners, LLC$729M AUM | 0.68% | $5M | 70.0K | Q1 2026 |
| Efficient Advisors, LLC$1.4B AUM | 0.67% | $10M | 133.6K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.67% | $67M | 940.0K | Q1 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.65% | $2M | 25.6K | Q1 2026 |
| Northwest Wealth Advisors, LLC$140M AUM | 0.64% | $898,841 | 12.6K | Q1 2026 |
| MASECO LLP$3.2B AUM | 0.64% | $20M | 287.6K | Q1 2026 |
| Hardy Reed LLC$1.4B AUM | 0.64% | $9M | 123.0K | Q1 2026 |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.64% | $1M | 19.5K | Q1 2026 |
| Clarity Capital Advisors, LLC$215M AUM | 0.63% | $1M | 19.1K | Q1 2026 |
| Mills Wealth Advisors LLC$318M AUM | 0.63% | $2M | 25.5K | Q1 2026 |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.63% | $9M | 131.7K | Q1 2026 |
| Mason & Associates Inc$516M AUM | 0.62% | $3M | 46.5K | Q1 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.62% | $3M | 35.7K | Q1 2026 |
| SC&H Financial Advisors, Inc.$663M AUM | 0.62% | $4M | 57.5K | Q1 2026 |
| Bordeaux Wealth Advisors LLC$781M AUM | 0.61% | $5M | 74.6K | Q2 2025OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.60% | $9M | 131.6K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.60% | $7M | 105.1K | Q1 2026 |
| PINKERTON WEALTH, LLC$1.1B AUM | 0.59% | $6M | 93.1K | Q1 2026 |
| Blume Capital Management, Inc.$588M AUM | 0.58% | $3M | 48.1K | Q1 2026 |
| Sensenig Capital Advisors, Inc$109M AUM | 0.58% | $566,622 | 8.0K | Q1 2026 |
| Advisory Alpha, LLC$3.7B AUM | 0.58% | $21M | 296.8K | Q1 2026 |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 0.57% | $593,366 | 8.3K | Q1 2026 |
| Drucker Wealth 3.0, LLC$573M AUM | 0.56% | $3M | 45.1K | Q1 2026 |
| SACHEM HILL LLC$516M AUM | 0.56% | $3M | 40.6K | Q1 2026 |
| RS CRUM INC.$517M AUM | 0.55% | $3M | 39.9K | Q1 2026 |
| Prospect Financial Group LLC$108M AUM | 0.53% | $576,713 | 8.1K | Q1 2026 |
| FCA CORP /TX$354M AUM | 0.53% | $2M | 26.4K | Q1 2026 |
| Samalin Investment Counsel, LLC$282M AUM | 0.53% | $1M | 20.9K | Q1 2026 |
| First Command Advisory Services, Inc.$14.8B AUM | 0.52% | $78M | 1.09M | Q1 2026 |
| Graver Capital Management, LLC$132M AUM | 0.52% | $683,803 | 9.6K | Q1 2026 |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.51% | $879,378 | 12.4K | Q1 2026 |
| EQ WEALTH ADVISORS, LLC$171M AUM | 0.51% | $865,414 | 12.2K | Q1 2026 |
| 1015 Capital Partners, LLC$103M AUM | 0.50% | $512,421 | 7.2K | Q1 2026 |
| Great Point Wealth Advisors, LLC$542M AUM | 0.50% | $3M | 37.7K | Q1 2026 |
| Wealth Advisors Northwest LLC$238M AUM | 0.49% | $1M | 16.4K | Q1 2026 |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.49% | $4M | 60.3K | Q1 2026 |
| Vistica Wealth Advisors, LLC$100M AUM | 0.47% | $474,935 | 6.7K | Q1 2026 |
| PLANWISER FINANCIAL, LLC$138M AUM | 0.47% | $650,160 | 8.6K | Q1 2026 |
| Cladis Investment Advisory, LLC$182M AUM | 0.47% | $850,288 | 12.0K | Q1 2026 |
| Aznar Financial Advisors, LLC$104M AUM | 0.47% | $486,771 | 7.0K | Q4 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.46% | $6M | 78.9K | Q1 2026 |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 0.46% | $6M | 84.9K | Q1 2026 |
| FLC Capital Advisors$560M AUM | 0.46% | $3M | 36.4K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.46% | $15M | 205.7K | Q1 2026 |
| TCP Asset Management, LLC$778M AUM | 0.46% | $4M | 50.0K | Q1 2026 |
| SIMA Wealth Partners, LLC$105M AUM | 0.44% | $581,443 | 8.5K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.44% | $2M | 30.5K | Q1 2026 |
| Pettinga Financial Advisors LLC$624M AUM | 0.44% | $2M | 32.8K | Q1 2026 |
| Chokshi & Queen Wealth Advisors, Inc$187M AUM | 0.44% | $817,141 | 11.5K | Q1 2026 |
| KM Capital Management Ltd.$149M AUM | 0.43% | $645,124 | 8.4K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.43% | $36M | 507.2K | Q1 2026 |
| VSM Wealth Advisory, LLC$335M AUM | 0.43% | $1M | 20.3K | Q1 2026 |
| Sincerus Advisory, LLC$147M AUM | 0.43% | $567,214 | 8.0K | Q1 2026 |
| M.E. ALLISON & CO., INC.$174M AUM | 0.43% | $646,926 | 9.1K | Q1 2026 |
| BCO Wealth Management LLC$166M AUM | 0.43% | $712,939 | 10.0K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.43% | $21M | 292.3K | Q1 2026 |
| WESCAP Management Group, Inc.$508M AUM | 0.43% | $2M | 30.4K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.42% | $12M | 169.0K | Q1 2026 |
| STEVENS CAPITAL PARTNERS$416M AUM | 0.42% | $2M | 24.6K | Q1 2026 |
| Sollinda Capital Management LLC$412M AUM | 0.42% | $2M | 24.1K | Q1 2026 |
| Cascade Financial Partners, LLC$970M AUM | 0.41% | $4M | 56.4K | Q1 2026 |
| Westmount Partners, LLC$457M AUM | 0.41% | $2M | 23.6K | Q1 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.41% | $947,156 | 13.3K | Q1 2026 |
| Stegent Equity Advisors, Inc.$117M AUM | 0.41% | $482,205 | 6.8K | Q1 2026 |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.41% | $764,744 | 10.8K | Q1 2026 |
| Opulen Financial Group LLC$142M AUM | 0.40% | $571,023 | 8.0K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.40% | $27M | 351.5K | Q1 2026 |
| Gibraltar Capital Management, Inc.$581M AUM | 0.40% | $2M | 32.8K | Q1 2026 |
| Asset Advisory Group, Inc.$229M AUM | 0.40% | $799,594 | 11.2K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.40% | $2M | 26.3K | Q1 2026 |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 0.39% | $692,878 | 9.7K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.39% | $23M | 317.3K | Q1 2026 |
| Vigil Wealth Management, LLC$124M AUM | 0.39% | $481,266 | 6.8K | Q1 2026 |
| Approach Retirement Advisors, LLC$120M AUM | 0.39% | $466,755 | 6.6K | Q1 2026 |
| Wealthstream Advisors, Inc.$661M AUM | 0.38% | $2M | 36.4K | Q3 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.38% | $78M | 1.09M | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.37% | $1M | 17.6K | Q1 2026 |
| Financial Insights, Inc.$309M AUM | 0.37% | $1M | 16.0K | Q1 2026 |
| First County Bank /CT/$213M AUM | 0.37% | $684,982 | 9.6K | Q1 2026 |
| K2 Financial Inc.$138M AUM | 0.36% | $501,138 | 6.5K | Q1 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC$232M AUM | 0.36% | $824,584 | 11.6K | Q1 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.35% | $18M | 257.7K | Q1 2026 |
| Mullaney, Keating & Wright, Inc.$207M AUM | 0.34% | $631,422 | 8.9K | Q1 2026 |
| Boyce & Associates Wealth Consulting, Inc.$132M AUM | 0.34% | $447,075 | 6.3K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.34% | $12M | 173.6K | Q1 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.34% | $523,872 | 7.4K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.34% | $10M | 138.3K | Q1 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.33% | $2M | 31.0K | Q1 2026 |
| Lynx Investment Advisory$209M AUM | 0.32% | $667,802 | 9.4K | Q1 2026 |
| Concord Wealth Partners$770M AUM | 0.32% | $2M | 34.2K | Q1 2026 |
| Squire Investment Management Company, LLC$360M AUM | 0.32% | $1M | 15.9K | Q1 2026 |
| Porter White Investment Advisors, Inc.$250M AUM | 0.31% | $786,314 | 11.1K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.31% | $26M | 359.8K | Q1 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.31% | $2M | 25.9K | Q1 2026 |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.31% | $684,271 | 9.6K | Q1 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 0.31% | $345,692 | 4.9K | Q1 2026 |
| Jentner Corp$373M AUM | 0.30% | $1M | 17.8K | Q2 2025OLDER |
| Concord Asset Management, LLC/VA$592M AUM | 0.30% | $2M | 31.6K | Q2 2025OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.30% | $2M | 30.1K | Q1 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.30% | $890,619 | 12.5K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.29% | $54M | 754.7K | Q1 2026 |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.29% | $1M | 15.1K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.28% | $10M | 140.1K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.28% | $250M | 3.45M | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.27% | $4M | 62.0K | Q3 2025OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.27% | $2M | 33.5K | Q1 2026 |
| Infinity Wealth Counsel, LLC$124M AUM | 0.27% | $291,135 | 4.1K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.27% | $6M | 84.9K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.26% | $27M | 381.5K | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.26% | $484,956 | 6.8K | Q1 2026 |
| Oder Investment Management, LLC$130M AUM | 0.25% | $331,750 | 4.7K | Q1 2026 |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 0.25% | $395,127 | 5.6K | Q1 2026 |
| CWS Financial Advisors, LLC$390M AUM | 0.25% | $966,079 | 13.6K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.25% | $16M | 224.7K | Q1 2026 |
| 25 LLC$324M AUM | 0.24% | $789,236 | 11.1K | Q1 2026 |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.24% | $256,183 | 3.6K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.24% | $61M | 854.6K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.24% | $5M | 69.6K | Q1 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$390M AUM | 0.24% | $840,407 | 11.8K | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 0.24% | $7M | 97.7K | Q1 2026 |
| Arbor Wealth Advisors LLC$164M AUM | 0.24% | $338,934 | 4.8K | Q1 2026 |
| Global Trust Wealth Management LLC$132M AUM | 0.24% | $313,717 | 4.4K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.24% | $48M | 677.2K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.24% | $7M | 103.9K | Q1 2026 |
| Avant Financial Advisors LLC$161M AUM | 0.24% | $334,623 | 4.7K | Q1 2026 |
| Cross Staff Investments Inc$197M AUM | 0.23% | $462,345 | 6.5K | Q1 2026 |
| Greenspring Advisors, LLC$1.6B AUM | 0.23% | $4M | 53.9K | Q1 2026 |
| ASPIRIANT, LLC$3.5B AUM | 0.23% | $8M | 114.9K | Q1 2026 |
| McCartney Wealth Management LLC$119M AUM | 0.23% | $275,202 | 3.9K | Q1 2026 |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 0.23% | $829,660 | 11.7K | Q1 2026 |
| Selective Wealth Management, Inc.$338M AUM | 0.23% | $764,435 | 10.1K | Q1 2026 |
| North Capital, Inc.$118M AUM | 0.23% | $266,574 | 3.7K | Q1 2026 |
| Mustard Seed Financial, LLC$167M AUM | 0.22% | $374,224 | 5.3K | Q1 2026 |
| Intelligence Driven Advisers, LLC$574M AUM | 0.22% | $1M | 18.1K | Q1 2026 |
| StrongBox Wealth, LLC$313M AUM | 0.22% | $689,036 | 9.7K | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.22% | $6M | 90.0K | Q1 2026 |
| Opus Financial Solutions LLC$106M AUM | 0.22% | $229,892 | 3.2K | Q1 2026 |
| OARSMAN CAPITAL, INC.$806M AUM | 0.22% | $2M | 24.5K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.21% | $13M | 175.3K | Q1 2026 |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 0.21% | $270,507 | 3.8K | Q1 2026 |
| LVZ, Inc.$984M AUM | 0.21% | $2M | 26.1K | Q1 2026 |
| Daytona Street Capital LLC$130M AUM | 0.21% | $272,923 | 3.8K | Q1 2026 |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.21% | $2M | 27.8K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.21% | $4M | 52.2K | Q1 2026 |
| Milestone Asset Management Group, LLC$171M AUM | 0.21% | $353,669 | 5.0K | Q1 2026 |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.20% | $2M | 35.7K | Q3 2025OLDER |
| S.A. Mason LLC$266M AUM | 0.20% | $536,676 | 7.5K | Q1 2026 |
| Financial Symmetry Inc$281M AUM | 0.20% | $564,928 | 7.3K | Q1 2026 |
| BDFS Capital LLC$230M AUM | 0.20% | $415,022 | 5.8K | Q1 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.20% | $2M | 27.2K | Q1 2026 |
| Astra Wealth Partners LLC$168M AUM | 0.20% | $296,706 | 4.3K | Q3 2025OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 0.20% | $631,492 | 8.9K | Q1 2026 |
| FourThought Financial Partners, LLC$1.2B AUM | 0.20% | $2M | 32.0K | Q1 2026 |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 0.19% | $416,716 | 5.6K | Q4 2025OLDER |
| Oath Planning, LLC$113M AUM | 0.19% | $217,800 | 3.1K | Q1 2026 |
| Apollon Financial, LLC$723M AUM | 0.19% | $1M | 19.7K | Q1 2026 |
| JT Stratford LLC$786M AUM | 0.19% | $2M | 21.1K | Q1 2026 |
| E-Wealth Partners, LLC$124M AUM | 0.19% | $226,583 | 3.3K | Q1 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.19% | $2M | 25.6K | Q1 2026 |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.19% | $3M | 44.9K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 0.19% | $1M | 16.6K | Q1 2026 |
| Weaver Consulting Group$420M AUM | 0.19% | $789,977 | 11.1K | Q1 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC$127M AUM | 0.19% | $238,286 | 3.4K | Q1 2026 |
| WealthSpring Partners, LLC$109M AUM | 0.19% | $203,860 | 2.9K | Q1 2026 |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.19% | $347,116 | 4.9K | Q1 2026 |
| Ironwood Financial, llc$573M AUM | 0.19% | $1M | 15.0K | Q1 2026 |
| Warwick Investment Management, Inc.$690M AUM | 0.19% | $1M | 18.0K | Q1 2026 |
| Claris Financial LLC$183M AUM | 0.18% | $337,945 | 4.8K | Q1 2026 |
| MBE Wealth Management, LLC$241M AUM | 0.18% | $443,182 | 6.2K | Q1 2026 |
| JMG Financial Group, Ltd.$3.6B AUM | 0.18% | $7M | 94.0K | Q1 2026 |
| First Western Trust Bank$2.0B AUM | 0.18% | $3M | 49.1K | Q1 2026 |
| Kennebec Savings Bank$111M AUM | 0.18% | $195,181 | 2.7K | Q1 2026 |
| Painted Porch Advisors LLC$210M AUM | 0.17% | $364,257 | 5.1K | Q1 2026 |
| Embree Financial Group$849M AUM | 0.17% | $1M | 20.7K | Q1 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.17% | $634,906 | 8.9K | Q1 2026 |
| Linscomb Wealth, Inc.$2.2B AUM | 0.17% | $4M | 54.6K | Q1 2026 |
| Old Peak Finance LLC$171M AUM | 0.17% | $293,134 | 4.1K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.17% | $31M | 429.8K | Q1 2026 |
| Ares Financial Consulting, LLC$139M AUM | 0.17% | $215,543 | 3.0K | Q1 2026 |
| Everest Financial Group LLC$607M AUM | 0.17% | $1M | 14.4K | Q1 2026 |
| HANOVER ADVISORS INC$246M AUM | 0.17% | $413,052 | 5.8K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.17% | $1M | 20.6K | Q3 2025OLDER |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 0.17% | $248,304 | 3.6K | Q3 2025OLDER |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 0.17% | $2M | 25.4K | Q1 2026 |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.17% | $1M | 20.7K | Q1 2026 |
| ASSET PLANNING CORPORATION$211M AUM | 0.16% | $347,024 | 5.1K | Q3 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.16% | $17M | 236.4K | Q1 2026 |
| Shore Point Advisors, LLC$253M AUM | 0.16% | $413,318 | 5.8K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.16% | $9M | 134.4K | Q4 2025OLDER |
| Gutierrez Wealth Advisory, LLC$161M AUM | 0.16% | $260,529 | 3.7K | Q1 2026 |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.16% | $2M | 23.1K | Q1 2026 |
| Meritas Wealth Management, LLC$221M AUM | 0.15% | $342,420 | 4.8K | Q1 2026 |
| Two West Capital Advisors LLC$189M AUM | 0.15% | $281,278 | 3.7K | Q1 2026 |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.15% | $625,873 | 8.8K | Q1 2026 |
| Balefire, LLC$613M AUM | 0.15% | $782,074 | 11.0K | Q1 2026 |
| Forum Financial Management, LP$7.1B AUM | 0.15% | $10M | 145.9K | Q1 2026 |
| TABLEAUX LLC$206M AUM | 0.15% | $240,637 | 9.3K | Q2 2025OLDER |
| TILIA FIDUCIARY PARTNERS, INC.$182M AUM | 0.14% | $236,936 | 3.7K | Q2 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.14% | $97M | 1.36M | Q1 2026 |
| PEAVINE CAPITAL, LLC$446M AUM | 0.14% | $632,417 | 8.9K | Q1 2026 |
| LYNCH & ASSOCIATES/IN$533M AUM | 0.14% | $754,547 | 10.6K | Q1 2026 |
| Bedel Financial Consulting, Inc.$888M AUM | 0.14% | $1M | 17.7K | Q1 2026 |
| IFG Advisors, LLC$611M AUM | 0.14% | $861,103 | 12.1K | Q1 2026 |
| Eagle Strategies LLC$837M AUM | 0.14% | $1M | 16.5K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.14% | $7M | 104.7K | Q1 2026 |
| AWM CAPITAL, LLC$1.1B AUM | 0.14% | $2M | 21.1K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.14% | $26M | 359.2K | Q1 2026 |
| Meadow Creek Wealth Advisors LLC$155M AUM | 0.13% | $209,010 | 3.0K | Q4 2025OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.13% | $1M | 17.6K | Q1 2026 |
| Stone Summit Wealth LLC$359M AUM | 0.13% | $479,203 | 6.7K | Q1 2026 |
| Next Level Wealth Planning, LLC$195M AUM | 0.13% | $258,059 | 3.6K | Q1 2026 |
| Tranquility Partners, LLC$265M AUM | 0.13% | $350,002 | 4.9K | Q1 2026 |
| Werba Rubin Papier Wealth Management$718M AUM | 0.13% | $946,020 | 13.3K | Q1 2026 |
| Florida Trust Wealth Management Co$3.6B AUM | 0.13% | $5M | 66.0K | Q1 2026 |
| Signature Wealth Management Group$263M AUM | 0.13% | $344,696 | 4.8K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.13% | $679,834 | 9.6K | Q1 2026 |
| Disciplined Investors, L.L.C.$168M AUM | 0.13% | $217,649 | 3.1K | Q1 2026 |
| Professional Financial Advisors, LLC$578M AUM | 0.13% | $635,379 | 8.9K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.13% | $3M | 40.9K | Q1 2026 |
| Accretive Wealth Partners, LLC$356M AUM | 0.13% | $451,178 | 6.3K | Q1 2026 |
| Woodside Wealth Management LLC$128M AUM | 0.13% | $169,507 | 2.4K | Q4 2025OLDER |
| Disciplined Investments, LLC$279M AUM | 0.12% | $347,808 | 4.9K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.12% | $5M | 65.2K | Q1 2026 |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.12% | $599,961 | 8.4K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.12% | $2M | 22.8K | Q1 2026 |
| Valued Wealth Advisors LLC$247M AUM | 0.12% | $297,863 | 4.2K | Q1 2026 |
| Rockwood Wealth Management, LLC$1.4B AUM | 0.12% | $2M | 23.6K | Q1 2026 |
| Oak Wealth Advisors LLC$182M AUM | 0.12% | $218,085 | 3.1K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.12% | $2M | 29.6K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.12% | $729,154 | 10.3K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.12% | $2M | 31.7K | Q1 2026 |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.12% | $4M | 52.5K | Q1 2026 |
| Ridgewood Investments LLC$244M AUM | 0.12% | $283,020 | 4.0K | Q1 2026 |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.12% | $314,649 | 4.4K | Q1 2026 |
| Clark Asset Management, LLC$1.3B AUM | 0.11% | $1M | 17.0K | Q1 2026 |
| Bill Few Associates, Inc.$470M AUM | 0.11% | $467,537 | 6.6K | Q1 2026 |
| Capital Management Associates, Inc$442M AUM | 0.11% | $494,140 | 6.9K | Q1 2026 |
| Acorn Wealth Advisors, LLC$343M AUM | 0.11% | $376,162 | 5.3K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.11% | $27M | 393.5K | Q4 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.11% | $2M | 22.0K | Q1 2026 |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 0.11% | $548,105 | 7.7K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.11% | $5M | 63.6K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.11% | $2M | 29.0K | Q1 2026 |
| Vestment Financial LLC$212M AUM | 0.11% | $208,321 | 2.8K | Q4 2025OLDER |
| Atlas Wealth LLC$334M AUM | 0.11% | $358,211 | 5.0K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.11% | $4M | 49.5K | Q1 2026 |
| QUARRY HILL ADVISORS, LLC$243M AUM | 0.11% | $258,908 | 3.4K | Q1 2026 |
| FF Advisors,LLC$247M AUM | 0.10% | $202,047 | 3.2K | Q2 2025OLDER |
| Prudent Man Investment Management, Inc.$297M AUM | 0.10% | $309,614 | 4.4K | Q1 2026 |
| Sovereign Investment Advisors, LLC$472M AUM | 0.10% | $488,094 | 6.9K | Q1 2026 |
| Compass Planning Associates Inc$156M AUM | 0.10% | $111,847 | 1.8K | Q2 2025OLDER |
| Montz Harcus Wealth Management LLC$248M AUM | 0.10% | $253,345 | 3.6K | Q1 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.10% | $891,938 | 12.5K | Q1 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.10% | $597,777 | 8.4K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.10% | $2M | 25.3K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.