DFATDIMENSIONAL ETF TRUST
CUSIP 25434V609 · Yahoo Finance ↗ · Google Finance ↗
Dimensional Etf Trust (DFAT) has 809 institutional holders in Filings Flow’s 13F database, together reporting 166.08M shares worth $10.4B as of Q1 2026. The largest reported holders are Creative Planning, Focus Partners Wealth, and Forum Financial Management, LP.
Institutional Holders
809
Q1 2026
Reported Value
$10.4B
Ticker
DFAT
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Creative Planning$147.4B AUM | 0.57% | $844M | 13.52M | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.91% | $822M | 13.14M | Q1 2026 |
| Forum Financial Management, LP$7.1B AUM | 9.14% | $646M | 10.35M | Q1 2026 |
| Index Fund Advisors, Inc.$2.2B AUM | 17.94% | $399M | 6.38M | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 3.60% | $357M | 5.72M | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 4.95% | $345M | 5.52M | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 1.44% | $299M | 4.78M | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 1.32% | $269M | 4.30M | Q1 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 16.51% | $184M | 2.84M | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.24% | $165M | 2.64M | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 11.11% | $159M | 2.54M | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 2.10% | $141M | 2.13M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.04% | $128M | 2.05M | Q1 2026 |
| Willow Creek Wealth Management Inc.$1.2B AUM | 10.32% | $125M | 2.15M | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.12% | $112M | 1.80M | Q1 2026 |
| Trust Co of the South$710M AUM | 17.98% | $112M | 1.79M | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.14% | $97M | 1.55M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $96M | 1.53M | Q1 2026 |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 6.24% | $93M | 1.50M | Q1 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC$430M AUM | 21.56% | $93M | 1.43M | Q1 2026 |
| Truepoint, Inc.$4.5B AUM | 2.06% | $92M | 1.48M | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 3.30% | $91M | 1.49M | Q1 2026 |
| Plancorp, LLC$3.5B AUM | 2.56% | $90M | 1.39M | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.48% | $86M | 1.37M | Q1 2026 |
| Abacus Wealth Partners, LLC$1.1B AUM | 7.74% | $85M | 1.36M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.02% | $76M | 1.21M | Q1 2026 |
| Premier Financial Group$587M AUM | 12.74% | $75M | 1.19M | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.10% | $70M | 1.13M | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.14% | $68M | 1.08M | Q1 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 3.62% | $67M | 1.08M | Q1 2026 |
| Sensible Money, LLC$329M AUM | 20.30% | $67M | 1.07M | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.27% | $65M | 1.05M | Q1 2026 |
| Team Hewins, LLC$337M AUM | 17.08% | $57M | 920.3K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.99% | $57M | 914.1K | Q1 2026 |
| Parkwoods Wealth Partners, LLC$408M AUM | 13.97% | $57M | 912.4K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.06% | $53M | 854.7K | Q1 2026 |
| Great Waters Wealth Management$1.1B AUM | 5.64% | $53M | 853.4K | Q1 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC$251M AUM | 20.78% | $52M | 835.7K | Q1 2026 |
| Joel Isaacson & Co., LLC$3.0B AUM | 1.68% | $51M | 813.5K | Q1 2026 |
| RW Investment Management LLC$1.0B AUM | 4.61% | $48M | 762.7K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 3.43% | $47M | 757.8K | Q1 2026 |
| Three Arch Wealth Management LLC$556M AUM | 8.29% | $46M | 738.0K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.55% | $46M | 733.7K | Q1 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 4.33% | $46M | 731.7K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 2.18% | $45M | 757.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $43M | 687.8K | Q1 2026 |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 8.23% | $43M | 687.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.04% | $41M | 650.7K | Q1 2026 |
| Tumwater Wealth Management, LLC$249M AUM | 15.79% | $39M | 628.7K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.02% | $39M | 633.9K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $38M | 625.1K | Q1 2026 |
| Richard Young Associates, Ltd.$132M AUM | 26.51% | $35M | 559.0K | Q1 2026 |
| Aspen Wealth Management LLC$501M AUM | 6.68% | $33M | 536.2K | Q1 2026 |
| EnRich Financial Partners LLC$377M AUM | 8.64% | $33M | 521.6K | Q1 2026 |
| Financial Harvest, LLC$170M AUM | 18.67% | $32M | 507.6K | Q1 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 3.12% | $31M | 488.6K | Q1 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 2.06% | $30M | 484.9K | Q1 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.57% | $30M | 483.4K | Q1 2026 |
| First Command Advisory Services, Inc.$14.8B AUM | 0.20% | $30M | 479.4K | Q1 2026 |
| TCI Wealth Advisors, Inc.$1.9B AUM | 1.56% | $29M | 470.8K | Q1 2026 |
| Planning Center, Inc.$987M AUM | 2.96% | $29M | 467.6K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.06% | $29M | 467.0K | Q1 2026 |
| Confluence Wealth Services, Inc.$2.6B AUM | 1.11% | $29M | 457.0K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $28M | 452.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $28M | 451.8K | Q1 2026 |
| Summit Financial Strategies, Inc.$1.3B AUM | 2.20% | $28M | 446.3K | Q1 2026 |
| NorthAvenue LLC$126M AUM | 21.89% | $28M | 440.9K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.15% | $28M | 440.6K | Q1 2026 |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 4.97% | $28M | 440.5K | Q1 2026 |
| Babb Wealth Advisors LLC$183M AUM | 14.96% | $27M | 438.2K | Q1 2026 |
| Squire Investment Management Company, LLC$360M AUM | 7.52% | $27M | 433.1K | Q1 2026 |
| Watchman Group, Inc.$413M AUM | 6.51% | $27M | 430.5K | Q1 2026 |
| PBMares Wealth Management LLC$617M AUM | 4.26% | $26M | 451.9K | Q3 2025OLDER |
| Allen Capital Group, LLC$1.1B AUM | 2.34% | $26M | 418.6K | Q1 2026 |
| Disciplined Equity Management, Inc.$199M AUM | 13.00% | $26M | 414.2K | Q1 2026 |
| TFC Financial Management, Inc.$812M AUM | 3.15% | $26M | 409.0K | Q1 2026 |
| Meritas Wealth Management, LLC$221M AUM | 11.44% | $25M | 405.0K | Q1 2026 |
| Efficient Frontier Advisors LLC$158M AUM | 15.97% | $25M | 466.2K | Q2 2025OLDER |
| TFO Wealth Partners, LLC$735M AUM | 3.37% | $25M | 396.9K | Q1 2026 |
| Foster Group, Inc.$3.8B AUM | 0.73% | $25M | 394.2K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $24M | 391.0K | Q1 2026 |
| Cambridge Financial Group, LLC$295M AUM | 8.24% | $24M | 390.0K | Q1 2026 |
| Lauterbach Financial Advisors, LLC$205M AUM | 11.88% | $24M | 389.5K | Q1 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.73% | $23M | 375.7K | Q1 2026 |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 6.55% | $23M | 374.0K | Q1 2026 |
| Elser Financial Planning, Inc$2.1B AUM | 1.11% | $23M | 369.3K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.04% | $23M | 366.7K | Q1 2026 |
| MASTER'S WEALTH MANAGEMENT INC.$295M AUM | 7.71% | $23M | 364.3K | Q1 2026 |
| Sterling Wealth Management, Inc.$364M AUM | 6.24% | $23M | 364.2K | Q1 2026 |
| Guardian Wealth Management, LLC$330M AUM | 6.76% | $22M | 357.1K | Q1 2026 |
| Triune Financial Partners, LLC$421M AUM | 5.28% | $22M | 355.7K | Q1 2026 |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 2.90% | $22M | 349.6K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.96% | $22M | 346.6K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.26% | $22M | 345.6K | Q1 2026 |
| Tillman Hartley LLC$398M AUM | 5.34% | $21M | 340.6K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.08% | $21M | 336.7K | Q1 2026 |
| KRAFT ASSET MANAGEMENT, LLC$108M AUM | 19.54% | $21M | 389.2K | Q2 2025OLDER |
| KELLY FINANCIAL GROUP LLC$398M AUM | 5.14% | $20M | 327.4K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.04% | $20M | 325.7K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.13% | $20M | 340.9K | Q1 2026 |
| RS CRUM INC.$517M AUM | 3.89% | $20M | 321.9K | Q1 2026 |
| Kilner Capital Advisors, LLC$104M AUM | 19.04% | $20M | 318.2K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 1.58% | $20M | 317.2K | Q1 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 11.12% | $19M | 310.5K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.10% | $19M | 307.1K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.03% | $19M | 306.8K | Q1 2026 |
| Prism Advisors, Inc.$375M AUM | 5.05% | $19M | 303.1K | Q1 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC$224M AUM | 8.35% | $19M | 299.4K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $19M | 298.8K | Q1 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 7.46% | $19M | 297.2K | Q1 2026 |
| BlueSky Wealth Advisors, LLC$777M AUM | 2.37% | $18M | 294.5K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.35% | $18M | 294.1K | Q1 2026 |
| RF&L WEALTH MANAGEMENT, LLC$134M AUM | 13.55% | $18M | 289.8K | Q1 2026 |
| WPWealth LLP$654M AUM | 2.72% | $18M | 285.1K | Q1 2026 |
| LIBRA WEALTH LLC$355M AUM | 4.93% | $17M | 280.1K | Q1 2026 |
| Aspen Capital Management, LLC$404M AUM | 4.29% | $17M | 277.3K | Q1 2026 |
| Tiller Private Wealth, Inc.$281M AUM | 6.12% | $17M | 276.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $17M | 271.2K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.16% | $17M | 268.6K | Q1 2026 |
| McMill Wealth Management$376M AUM | 4.68% | $17M | 279.4K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $16M | 254.6K | Q1 2026 |
| Quantum Financial Advisors, LLC$1.0B AUM | 1.77% | $16M | 253.1K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.10% | $16M | 253.1K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.04% | $16M | 251.0K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.12% | $16M | 249.5K | Q1 2026 |
| Graver Capital Management, LLC$132M AUM | 11.69% | $15M | 246.5K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $15M | 245.2K | Q1 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$112M AUM | 13.11% | $15M | 236.0K | Q1 2026 |
| Altiora Financial Group, LLC$607M AUM | 2.42% | $15M | 235.0K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.02% | $15M | 244.1K | Q4 2025OLDER |
| McLean Asset Management Corp$572M AUM | 2.52% | $14M | 231.0K | Q1 2026 |
| OLIO Financial Planning$361M AUM | 3.98% | $14M | 230.3K | Q1 2026 |
| JDH Wealth Management, LLC$148M AUM | 9.39% | $14M | 222.9K | Q1 2026 |
| HMV Wealth Advisors, LLC$213M AUM | 6.50% | $14M | 221.6K | Q1 2026 |
| Navigoe, LLC$169M AUM | 8.17% | $14M | 221.4K | Q1 2026 |
| Ruedi Wealth Management, Inc.$388M AUM | 3.48% | $14M | 216.5K | Q1 2026 |
| ShankerValleau Wealth Advisors, Inc.$380M AUM | 3.79% | $13M | 215.3K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.43% | $13M | 215.0K | Q1 2026 |
| Wealth Management Nebraska$987M AUM | 1.36% | $13M | 215.0K | Q1 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 1.74% | $13M | 210.7K | Q1 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC$167M AUM | 7.70% | $13M | 206.2K | Q1 2026 |
| Capstone Wealth Management, LLC$143M AUM | 8.83% | $13M | 202.8K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.26% | $12M | 199.7K | Q1 2026 |
| Crestmont Private Wealth LLC$317M AUM | 3.83% | $12M | 194.8K | Q1 2026 |
| Navigation Group, LLC$427M AUM | 2.82% | $12M | 193.0K | Q1 2026 |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 1.28% | $12M | 190.2K | Q1 2026 |
| ASPIRIANT, LLC$3.5B AUM | 0.33% | $12M | 188.3K | Q1 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 2.84% | $12M | 187.2K | Q1 2026 |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 5.44% | $12M | 185.3K | Q1 2026 |
| PINNEY & SCOFIELD, INC.$185M AUM | 6.06% | $11M | 179.9K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.38% | $11M | 178.3K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.31% | $11M | 175.8K | Q1 2026 |
| SOL Capital Management CO$206M AUM | 5.32% | $11M | 222.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $11M | 174.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $11M | 172.7K | Q1 2026 |
| Disciplined Investments, LLC$279M AUM | 3.81% | $11M | 170.1K | Q1 2026 |
| OMNI 360 Wealth, Inc.$194M AUM | 5.44% | $11M | 168.8K | Q1 2026 |
| VANCE WEALTH, LLC$346M AUM | 3.00% | $10M | 166.4K | Q1 2026 |
| Better Money Decisions, LLC$165M AUM | 6.14% | $10M | 187.3K | Q2 2025OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 1.14% | $10M | 158.2K | Q1 2026 |
| Efficient Advisors, LLC$1.4B AUM | 0.69% | $10M | 155.1K | Q1 2026 |
| Pioneer Wealth Management Group$414M AUM | 2.69% | $10M | 153.7K | Q1 2026 |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 2.51% | $9M | 151.9K | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.06% | $9M | 151.2K | Q1 2026 |
| Austin Asset Management Co Inc$608M AUM | 1.54% | $9M | 149.8K | Q1 2026 |
| Lutz Financial Services LLC$1.5B AUM | 0.63% | $9M | 149.5K | Q1 2026 |
| Pillar Financial Advisors, LLC$171M AUM | 5.42% | $9M | 148.4K | Q1 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.53% | $9M | 147.1K | Q1 2026 |
| Veratis Advisors, Inc.$126M AUM | 7.25% | $9M | 166.7K | Q4 2025OLDER |
| Twin Cities Retirement Group LLC$117M AUM | 8.30% | $9M | 145.4K | Q1 2026 |
| American Investment Services, Inc.$448M AUM | 1.99% | $9M | 142.7K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.09% | $9M | 141.8K | Q1 2026 |
| Gradient Capital Advisors, LLC$432M AUM | 2.24% | $9M | 138.5K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $9M | 138.4K | Q1 2026 |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 2.07% | $9M | 137.1K | Q1 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 2.85% | $9M | 136.6K | Q1 2026 |
| Vawter Financial, Ltd.$238M AUM | 3.56% | $8M | 135.6K | Q1 2026 |
| Kings Path Partners LLC$248M AUM | 3.39% | $8M | 156.1K | Q2 2025OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 1.05% | $8M | 134.2K | Q1 2026 |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.90% | $8M | 133.9K | Q1 2026 |
| City State Bank$385M AUM | 2.17% | $8M | 133.8K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $8M | 133.8K | Q1 2026 |
| Avondale Wealth Management$203M AUM | 4.10% | $8M | 133.5K | Q1 2026 |
| SCRATCH CAPITAL LLC$175M AUM | 4.71% | $8M | 131.8K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.09% | $8M | 131.2K | Q1 2026 |
| Lakeshore Financial Planning, Inc.$276M AUM | 2.94% | $8M | 129.9K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.10% | $8M | 128.8K | Q1 2026 |
| Rather & Kittrell, Inc.$648M AUM | 1.22% | $8M | 126.5K | Q1 2026 |
| SB Capital Management Inc$273M AUM | 2.84% | $8M | 130.2K | Q4 2025OLDER |
| Timonier Family Office, LTD.$315M AUM | 2.42% | $8M | 128.2K | Q4 2025OLDER |
| Mason Investment Advisory Services, Inc.$2.2B AUM | 0.35% | $8M | 120.3K | Q1 2026 |
| Annandale Capital, LLC$709M AUM | 1.05% | $7M | 119.5K | Q1 2026 |
| SACHEM HILL LLC$516M AUM | 1.42% | $7M | 117.6K | Q1 2026 |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 2.28% | $7M | 117.2K | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 0.25% | $7M | 116.2K | Q1 2026 |
| Capstone Wealth Management, Inc.$118M AUM | 5.93% | $7M | 111.2K | Q1 2026 |
| Parkshore Wealth Management, Inc.$299M AUM | 2.33% | $7M | 111.8K | Q1 2026 |
| Seneschal Advisors, LLC$135M AUM | 5.11% | $7M | 110.2K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.02% | $7M | 106.6K | Q1 2026 |
| Valued Wealth Advisors LLC$247M AUM | 2.67% | $7M | 105.4K | Q1 2026 |
| FMB WEALTH MANAGEMENT$242M AUM | 2.72% | $7M | 105.3K | Q1 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.98% | $7M | 104.6K | Q1 2026 |
| TAGStone Capital, Inc.$283M AUM | 2.30% | $7M | 104.1K | Q1 2026 |
| Ariadne Wealth Management, LP$223M AUM | 2.92% | $7M | 104.1K | Q1 2026 |
| M Holdings Securities, Inc.$1.5B AUM | 0.44% | $6M | 103.2K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.11% | $6M | 103.1K | Q1 2026 |
| BWM Planning, LLC$379M AUM | 1.66% | $6M | 101.0K | Q1 2026 |
| COGENT STRATEGIC WEALTH LLC$97M AUM | 6.46% | $6M | 100.7K | Q1 2026 |
| Quantum Financial Planning Services, Inc.$278M AUM | 2.25% | $6M | 100.3K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $6M | 99.9K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $6M | 99.3K | Q1 2026 |
| Ferguson Johnson Wealth Management Inc$123M AUM | 4.93% | $6M | 97.2K | Q1 2026 |
| Mills Wealth Advisors LLC$318M AUM | 2.09% | $6M | 95.9K | Q1 2026 |
| CLARIS ADVISORS, LLC / MO /$334M AUM | 1.76% | $6M | 94.3K | Q1 2026 |
| TRB Wealth Management, LLC$704M AUM | 0.83% | $6M | 94.0K | Q1 2026 |
| Vestment Financial LLC$212M AUM | 2.76% | $6M | 88.0K | Q1 2026 |
| SwitchPoint Financial Planning, LLC$147M AUM | 3.91% | $6M | 92.2K | Q1 2026 |
| Greenspring Advisors, LLC$1.6B AUM | 0.35% | $6M | 91.9K | Q1 2026 |
| Weinberger Asset Management, Inc$267M AUM | 2.14% | $6M | 91.6K | Q1 2026 |
| Gibson Capital, LLC$537M AUM | 1.05% | $6M | 90.0K | Q1 2026 |
| Glassy Mountain Advisors, Inc.$322M AUM | 1.74% | $6M | 90.0K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $6M | 89.6K | Q1 2026 |
| CogentBlue Wealth Advisors, LLC$149M AUM | 3.74% | $6M | 89.2K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 1.17% | $6M | 88.6K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $5M | 87.8K | Q1 2026 |
| Burk Holdings LLC$233M AUM | 2.33% | $5M | 87.2K | Q1 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.98% | $5M | 87.1K | Q1 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.34% | $5M | 84.9K | Q1 2026 |
| Lionshead Wealth Management, LLC$136M AUM | 3.90% | $5M | 84.8K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.09% | $5M | 88.9K | Q4 2025OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 1.77% | $5M | 84.1K | Q1 2026 |
| Porter White Investment Advisors, Inc.$250M AUM | 2.10% | $5M | 83.8K | Q1 2026 |
| Shearwater Capital LLC$209M AUM | 2.69% | $5M | 82.1K | Q1 2026 |
| WorthPointe, LLC$369M AUM | 1.38% | $5M | 81.9K | Q1 2026 |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.16% | $5M | 80.9K | Q1 2026 |
| Factor Wealth Management LTD$661M AUM | 0.95% | $5M | 80.7K | Q1 2026 |
| Westwood Wealth Management$255M AUM | 3.78% | $5M | 84.5K | Q4 2025OLDER |
| Platform Wealth Management, LLC$376M AUM | 1.33% | $5M | 84.1K | Q4 2025OLDER |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 1.69% | $5M | 83.8K | Q4 2025OLDER |
| Passive Capital Management, LLC.$335M AUM | 1.47% | $5M | 78.9K | Q1 2026 |
| B&D White Capital Company, LLC$809M AUM | 0.61% | $5M | 78.5K | Q1 2026 |
| White Wing Wealth Management$192M AUM | 2.91% | $5M | 77.7K | Q1 2026 |
| Aviance Capital Partners, LLC$854M AUM | 0.56% | $5M | 77.2K | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 1.06% | $5M | 76.1K | Q1 2026 |
| Broadhurst Jeffrey B$96M AUM | 4.93% | $5M | 79.7K | Q1 2026 |
| RTD Financial Advisors, Inc.$814M AUM | 0.58% | $5M | 75.9K | Q1 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 0.27% | $5M | 75.6K | Q1 2026 |
| Bedel Financial Consulting, Inc.$888M AUM | 0.53% | $5M | 75.2K | Q1 2026 |
| SC&H Financial Advisors, Inc.$663M AUM | 0.70% | $5M | 74.6K | Q1 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 1.31% | $5M | 74.3K | Q1 2026 |
| Integras Partners LLC$152M AUM | 3.04% | $5M | 74.1K | Q1 2026 |
| Physician Wealth Solutions Inc.$242M AUM | 1.90% | $5M | 73.5K | Q1 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 1.06% | $5M | 72.3K | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 1.18% | $4M | 71.8K | Q1 2026 |
| Frankly Finances, LLC$110M AUM | 4.05% | $4M | 71.6K | Q1 2026 |
| Ares Financial Consulting, LLC$139M AUM | 3.48% | $4M | 70.7K | Q1 2026 |
| Pacific Asset Management, LLC$179M AUM | 2.47% | $4M | 70.9K | Q1 2026 |
| Parkworth Wealth Management, Inc.$139M AUM | 3.18% | $4M | 81.6K | Q2 2025OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 2.78% | $4M | 70.5K | Q1 2026 |
| Evensky & Katz LLC$1.8B AUM | 0.25% | $4M | 70.3K | Q1 2026 |
| Diversified Portfolios, Inc.$1.2B AUM | 0.36% | $4M | 69.7K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.03% | $4M | 69.5K | Q1 2026 |
| Hill Investment Group Partners, LLC$906M AUM | 0.48% | $4M | 69.2K | Q1 2026 |
| Level Financial Advisors$392M AUM | 1.10% | $4M | 69.1K | Q1 2026 |
| Rooted Wealth Advisors, Inc.$379M AUM | 1.10% | $4M | 62.6K | Q1 2026 |
| Wealthstream Advisors, Inc.$661M AUM | 0.63% | $4M | 71.4K | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.02% | $4M | 66.4K | Q1 2026 |
| InTrack Investment Management Inc$175M AUM | 2.33% | $4M | 65.4K | Q1 2026 |
| Belleair Asset Management, LLC$110M AUM | 3.69% | $4M | 64.8K | Q1 2026 |
| Klingman & Associates, LLC$2.1B AUM | 0.19% | $4M | 64.3K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 0.36% | $4M | 63.8K | Q1 2026 |
| Burton Enright Welch$736M AUM | 0.53% | $4M | 62.3K | Q1 2026 |
| Vistica Wealth Advisors, LLC$100M AUM | 3.77% | $4M | 60.5K | Q1 2026 |
| Vantage Point Financial LLC$285M AUM | 1.32% | $4M | 60.4K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.11% | $4M | 59.4K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.03% | $4M | 59.2K | Q1 2026 |
| PW ADVISORS, LLC \ FL$133M AUM | 2.75% | $4M | 58.8K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.44% | $4M | 58.3K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $4M | 58.0K | Q1 2026 |
| Live Oak Private Wealth LLC$717M AUM | 0.50% | $4M | 57.8K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.07% | $4M | 57.7K | Q1 2026 |
| Thayer Financial, L.L.C.$110M AUM | 3.68% | $4M | 57.7K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.11% | $4M | 57.4K | Q1 2026 |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 1.22% | $4M | 57.3K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $4M | 57.0K | Q1 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.73% | $4M | 56.3K | Q1 2026 |
| CURIO WEALTH, LLC$293M AUM | 1.19% | $3M | 55.8K | Q1 2026 |
| Symmetry Partners, LLC$1.8B AUM | 0.20% | $3M | 55.3K | Q1 2026 |
| Johnson Wealth Management, LLC$207M AUM | 1.66% | $3M | 55.2K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.03% | $3M | 55.0K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.19% | $3M | 54.7K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 1.01% | $3M | 54.4K | Q1 2026 |
| AG Asset Advisory, LLC$121M AUM | 2.81% | $3M | 54.2K | Q1 2026 |
| Generations Wealth, LLC$103M AUM | 3.26% | $3M | 53.7K | Q1 2026 |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 3.18% | $3M | 53.3K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.23% | $3M | 49.8K | Q1 2026 |
| Kane Co Wealth Management, Inc.$119M AUM | 2.77% | $3M | 52.6K | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.57% | $3M | 52.1K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 51.7K | Q1 2026 |
| Strategent Financial, LLC$147M AUM | 2.18% | $3M | 51.5K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $3M | 50.7K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $3M | 50.3K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $3M | 50.1K | Q1 2026 |
| Sound Portfolio Advisors, LLC$123M AUM | 2.50% | $3M | 49.4K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $3M | 49.2K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.06% | $3M | 48.4K | Q1 2026 |
| BluePrint Investing LLC$134M AUM | 2.40% | $3M | 48.3K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 47.9K | Q1 2026 |
| Astra Wealth Partners LLC$168M AUM | 1.77% | $3M | 47.4K | Q1 2026 |
| Redwood Park Advisors LLC$150M AUM | 1.96% | $3M | 47.2K | Q1 2026 |
| Entelevest, LLC$100M AUM | 2.92% | $3M | 46.7K | Q1 2026 |
| Applied Capital LLC$268M AUM | 1.09% | $3M | 46.6K | Q1 2026 |
| Aegis Wealth Management LLC$175M AUM | 1.65% | $3M | 46.2K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.02% | $3M | 53.4K | Q2 2025OLDER |
| Beckerman Institutional, LLC$188M AUM | 1.53% | $3M | 46.1K | Q1 2026 |
| Werba Rubin Papier Wealth Management$718M AUM | 0.40% | $3M | 46.1K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 0.44% | $3M | 44.3K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $3M | 43.2K | Q1 2026 |
| Summit Portfolio Management, LTD.$155M AUM | 1.73% | $3M | 43.0K | Q1 2026 |
| Tyche Wealth Partners LLC$648M AUM | 0.41% | $3M | 42.9K | Q1 2026 |
| Aerodigm Wealth, LLC$266M AUM | 1.00% | $3M | 42.6K | Q1 2026 |
| TruNorth Capital Management, LLC$522M AUM | 0.50% | $3M | 41.9K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.07% | $3M | 41.9K | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.72% | $3M | 41.6K | Q1 2026 |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.73% | $3M | 39.0K | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.32% | $3M | 41.4K | Q1 2026 |
| Walsh & Associates, LLC$101M AUM | 2.55% | $3M | 41.2K | Q1 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.91% | $3M | 40.8K | Q1 2026 |
| Avant Financial Advisors LLC$161M AUM | 1.78% | $3M | 40.6K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $3M | 40.3K | Q1 2026 |
| Bridgewater Advisors Inc.$1.7B AUM | 0.15% | $2M | 37.7K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $2M | 39.3K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.07% | $2M | 39.0K | Q1 2026 |
| 3 FACTOR INDEXING, LLC$118M AUM | 2.24% | $2M | 38.0K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.05% | $2M | 37.8K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.13% | $2M | 37.8K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.03% | $2M | 37.2K | Q1 2026 |
| Investmark Advisory Group LLC$234M AUM | 0.99% | $2M | 37.0K | Q1 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM | 0.42% | $2M | 36.5K | Q1 2026 |
| Rockwood Wealth Management, LLC$1.4B AUM | 0.16% | $2M | 36.2K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.77% | $2M | 35.9K | Q1 2026 |
| Grove Street Fiduciary, LLC$227M AUM | 0.98% | $2M | 35.8K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.12% | $2M | 35.5K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 35.2K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.14% | $2M | 37.7K | Q3 2025OLDER |
| International Private Wealth Advisors LLC$163M AUM | 1.33% | $2M | 34.8K | Q1 2026 |
| marrick wealth, LLC$119M AUM | 1.81% | $2M | 34.5K | Q1 2026 |
| Navigate Wealth Management, LLC$142M AUM | 1.49% | $2M | 32.1K | Q1 2026 |
| Abel Hall, LLC$469M AUM | 0.45% | $2M | 34.1K | Q1 2026 |
| Long Island Wealth Management, Inc.$216M AUM | 0.97% | $2M | 33.6K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 33.4K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.10% | $2M | 33.3K | Q1 2026 |
| Cascade Financial Partners, LLC$970M AUM | 0.21% | $2M | 32.6K | Q1 2026 |
| Clark Asset Management, LLC$1.3B AUM | 0.19% | $2M | 32.5K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 32.5K | Q1 2026 |
| Heritage Investment Group, Inc.$661M AUM | 0.31% | $2M | 32.4K | Q1 2026 |
| Corus Family Wealth Advisors$123M AUM | 1.63% | $2M | 32.1K | Q1 2026 |
| QUARRY HILL ADVISORS, LLC$243M AUM | 0.82% | $2M | 30.2K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.12% | $2M | 31.9K | Q1 2026 |
| LAM GROUP, INC.$182M AUM | 1.08% | $2M | 31.6K | Q1 2026 |
| HBE Wealth Management, LLC$115M AUM | 1.72% | $2M | 31.5K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.05% | $2M | 31.5K | Q1 2026 |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.53% | $2M | 31.2K | Q1 2026 |
| Ponta Wealth Partners, LLC$124M AUM | 1.55% | $2M | 30.9K | Q1 2026 |
| Jentner Corp$373M AUM | 0.51% | $2M | 35.5K | Q2 2025OLDER |
| New Dimensions Wealth Management, LLC$118M AUM | 1.62% | $2M | 30.5K | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.75% | $2M | 30.2K | Q1 2026 |
| Olistico Wealth, LLC$234M AUM | 0.91% | $2M | 29.7K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 28.4K | Q1 2026 |
| True North Advisors, LLC$877M AUM | 0.20% | $2M | 28.3K | Q1 2026 |
| Financial Synergies Wealth Advisors, Inc.$1.2B AUM | 0.17% | $2M | 27.9K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $2M | 27.9K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 27.8K | Q1 2026 |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 1.37% | $2M | 27.7K | Q1 2026 |
| PURE PORTFOLIOS HOLDINGS LLC$332M AUM | 0.52% | $2M | 29.0K | Q4 2025OLDER |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 0.83% | $2M | 26.8K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.16% | $2M | 26.7K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 26.6K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.07% | $2M | 26.4K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.36% | $2M | 26.3K | Q1 2026 |
| VERUS WEALTH MANAGEMENT, LLC$108M AUM | 1.51% | $2M | 26.1K | Q1 2026 |
| 25 LLC$324M AUM | 0.50% | $2M | 25.7K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.07% | $2M | 25.4K | Q1 2026 |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.33% | $2M | 25.3K | Q1 2026 |
| Renasant Bank$141M AUM | 1.12% | $2M | 25.3K | Q1 2026 |
| Meredith Wealth Planning$369M AUM | 0.43% | $2M | 25.2K | Q1 2026 |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.90% | $2M | 25.0K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.03% | $2M | 24.8K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.03% | $2M | 25.9K | Q1 2026 |
| Curi Capital, LLC$5.6B AUM | 0.03% | $2M | 24.5K | Q1 2026 |
| IFG Advisors, LLC$611M AUM | 0.25% | $2M | 24.5K | Q1 2026 |
| Aspirean Wealth, LLC$92M AUM | 1.65% | $2M | 24.4K | Q1 2026 |
| 55 North Private Wealth, LLC$508M AUM | 0.39% | $2M | 24.3K | Q1 2026 |
| Legacy Financial Advisors, Inc.$715M AUM | 0.21% | $2M | 24.3K | Q1 2026 |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 1.20% | $2M | 24.1K | Q1 2026 |
| BOS Asset Management, LLC$392M AUM | 0.38% | $2M | 24.1K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.31% | $2M | 24.1K | Q1 2026 |
| My Personal CFO, LLC$228M AUM | 0.58% | $1M | 25.7K | Q3 2025OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.18% | $1M | 23.9K | Q1 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 0.91% | $1M | 23.7K | Q1 2026 |
| NerdWallet Wealth Partners, LLC$290M AUM | 0.64% | $1M | 23.5K | Q1 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$390M AUM | 0.42% | $1M | 23.4K | Q1 2026 |
| Foundation Wealth Management, LLC\PA$284M AUM | 0.51% | $1M | 23.1K | Q1 2026 |
| Compass Advisory Group LLC$374M AUM | 0.38% | $1M | 23.0K | Q1 2026 |
| WealthCollab, LLC$243M AUM | 0.59% | $1M | 23.0K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.02% | $1M | 22.6K | Q1 2026 |
| LJI Wealth Management, LLC$626M AUM | 0.22% | $1M | 22.3K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.10% | $1M | 22.3K | Q1 2026 |
| Balboa Wealth Partners$596M AUM | 0.23% | $1M | 22.2K | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.01% | $1M | 22.1K | Q1 2026 |
| Kondo Wealth Advisors, Inc.$266M AUM | 0.52% | $1M | 22.1K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.04% | $1M | 21.1K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $1M | 22.8K | Q4 2025OLDER |
| MSA Advisors, LLC$333M AUM | 0.41% | $1M | 21.7K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $1M | 21.7K | Q1 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 1.19% | $1M | 21.4K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.05% | $1M | 22.4K | Q4 2025OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.19% | $1M | 21.4K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.04% | $1M | 21.2K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $1M | 21.0K | Q1 2026 |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.02% | $1M | 20.5K | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.50% | $1M | 20.5K | Q1 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.35% | $1M | 20.3K | Q1 2026 |
| L.K. Benson & Company, P.C.$302M AUM | 0.42% | $1M | 20.3K | Q1 2026 |
| FUTURE YOU WEALTH LLC$184M AUM | 0.69% | $1M | 23.5K | Q2 2025OLDER |
| Silver Oak Advisory Group, Inc.$232M AUM | 0.54% | $1M | 20.2K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 20.0K | Q1 2026 |
| Black Swift Group, LLC$571M AUM | 0.22% | $1M | 20.0K | Q1 2026 |
| Intergy Private Wealth, LLC$341M AUM | 0.36% | $1M | 19.9K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.03% | $1M | 19.8K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.03% | $1M | 19.4K | Q1 2026 |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.14% | $1M | 19.2K | Q1 2026 |
| Partners in Financial Planning$603M AUM | 0.20% | $1M | 19.1K | Q1 2026 |
| Integrity Wealth Solutions LLC$255M AUM | 0.47% | $1M | 19.1K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $1M | 20.0K | Q4 2025OLDER |
| McGrath & Associates, Inc.$68M AUM | 1.74% | $1M | 19.0K | Q1 2026 |
| WILLNER & HELLER, LLC$160M AUM | 0.88% | $1M | 18.9K | Q1 2026 |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 0.11% | $1M | 18.7K | Q1 2026 |
| Vannoy Advisory Group, Inc.$158M AUM | 0.72% | $1M | 18.3K | Q1 2026 |
| Peirce Capital Management, LLC$256M AUM | 0.45% | $1M | 18.3K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.09% | $1M | 18.1K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 17.9K | Q1 2026 |
| PFG Private Wealth Management, LLC$236M AUM | 0.50% | $1M | 19.1K | Q3 2025OLDER |
| BetterWealth, LLC$510M AUM | 0.22% | $1M | 17.7K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 17.6K | Q1 2026 |
| Axis Wealth Partners, LLC$188M AUM | 0.58% | $1M | 17.5K | Q1 2026 |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 0.51% | $1M | 17.5K | Q1 2026 |
| Aurelius Family Office LLC$230M AUM | 0.47% | $1M | 17.4K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 0.03% | $1M | 16.7K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.01% | $1M | 17.2K | Q1 2026 |
| MB Generational Wealth, LLC$181M AUM | 0.59% | $1M | 17.1K | Q1 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.13% | $1M | 16.9K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 16.8K | Q1 2026 |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.37% | $1M | 16.8K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.02% | $1M | 16.6K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.02% | $1M | 17.4K | Q4 2025OLDER |
| Warwick Investment Management, Inc.$690M AUM | 0.15% | $1M | 16.3K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.05% | $1M | 16.2K | Q1 2026 |
| Roundview Capital LLC$1.6B AUM | 0.06% | $1M | 16.2K | Q1 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.06% | $1M | 16.1K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.22% | $994,704 | 15.9K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $987,710 | 15.8K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $980,551 | 15.7K | Q1 2026 |
| rebel Financial LLC$231M AUM | 0.42% | $975,365 | 15.6K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $971,189 | 15.6K | Q1 2026 |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.42% | $959,482 | 15.4K | Q1 2026 |
| Eaton Financial Holdings Company, LLC$305M AUM | 0.31% | $959,227 | 15.4K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $942,824 | 15.1K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.21% | $936,825 | 15.0K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $928,444 | 14.9K | Q1 2026 |
| Nautilus Advisors LLC$146M AUM | 0.64% | $927,144 | 14.8K | Q1 2026 |
| Sensible Financial Planning & Management, LLC.$551M AUM | 0.17% | $920,766 | 15.8K | Q3 2025OLDER |
| OneAscent Family Office, LLC$143M AUM | 0.64% | $919,278 | 14.7K | Q1 2026 |
| Falcon Wealth Planning$1.5B AUM | 0.06% | $906,524 | 14.5K | Q1 2026 |
| Concentrum Wealth Management$339M AUM | 0.27% | $903,527 | 14.5K | Q1 2026 |
| Forza Wealth Management, LLC$287M AUM | 0.31% | $901,466 | 14.4K | Q1 2026 |
| Prudent Man Investment Management, Inc.$297M AUM | 0.30% | $900,841 | 15.1K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.02% | $885,417 | 14.2K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $881,766 | 13.3K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.09% | $881,357 | 14.1K | Q1 2026 |
| Keebeck Wealth Management$889M AUM | 0.10% | $876,798 | 14.0K | Q1 2026 |
| Financial Symmetry Inc$281M AUM | 0.31% | $871,842 | 13.0K | Q1 2026 |
| Stone Summit Wealth LLC$359M AUM | 0.24% | $871,740 | 14.0K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.05% | $870,507 | 13.9K | Q1 2026 |
| David Wealth Management LLC$134M AUM | 0.65% | $869,619 | 16.1K | Q2 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.26% | $868,171 | 13.9K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.28% | $867,493 | 13.9K | Q1 2026 |
| Good Harbor Advisors, Inc.$92M AUM | 0.92% | $840,891 | 13.5K | Q1 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC$171M AUM | 0.64% | $835,214 | 15.5K | Q2 2025OLDER |
| Cloud Capital Management, LLC$229M AUM | 0.36% | $834,000 | 13.4K | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.05% | $833,435 | 13.3K | Q1 2026 |
| Shira Ridge Wealth Management$287M AUM | 0.33% | $824,215 | 13.2K | Q1 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC$106M AUM | 0.78% | $822,966 | 13.2K | Q1 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.09% | $822,716 | 13.2K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.05% | $822,217 | 13.2K | Q1 2026 |
| Balefire, LLC$613M AUM | 0.15% | $819,094 | 13.1K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.03% | $815,909 | 13.1K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $814,098 | 13.0K | Q1 2026 |
| WoodTrust Financial Corp$775M AUM | 0.10% | $803,000 | 12.9K | Q1 2026 |
| Donalies Financial Planning, LLC$117M AUM | 0.68% | $802,732 | 12.9K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.