DFAUDIMENSIONAL ETF TRUST
CUSIP 25434V104 · Yahoo Finance ↗ · Google Finance ↗
Dimensional Etf Trust (DFAU) has 566 institutional holders in Filings Flow’s 13F database, together reporting 165.28M shares worth $7.3B as of Q1 2026. The largest reported holders are Sequoia Financial Advisors, LLC, Rvw Wealth, LLC, and Sageworth Trust Co.
Institutional Holders
566
Q1 2026
Reported Value
$7.3B
Ticker
DFAU
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MARS JEWETT FINANCIAL GROUP, INC.$316M AUM | 44.57% | $141M | 3.12M | Q1 2026OLDER |
| Aquire Wealth Advisors, LLC$381M AUM | 40.53% | $154M | 3.42M | Q1 2026OLDER |
| Kooman & Associates$335M AUM | 38.62% | $130M | 2.87M | Q1 2026OLDER |
| Sterling Wealth Advisors Inc$175M AUM | 30.61% | $54M | 1.09M | Q1 2026OLDER |
| Blankinship & Foster, LLC$452M AUM | 26.16% | $118M | 2.62M | Q1 2026OLDER |
| M Wealth Management, LLC$119M AUM | 23.46% | $28M | 617.7K | Q1 2026OLDER |
| Pioneer Wealth Management Group$414M AUM | 21.51% | $89M | 1.72M | Q2 2026 |
| Spinnaker Investment Group, LLC$491M AUM | 21.13% | $104M | 2.30M | Q1 2026OLDER |
| Note Advisors, LLC$200M AUM | 21.13% | $42M | 937.1K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 20.60% | $39M | 791.9K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 18.28% | $93M | 1.80M | Q2 2026 |
| Valued Wealth Advisors LLC$247M AUM | 17.58% | $43M | 961.3K | Q1 2026OLDER |
| Yardley Wealth Management LLC$195M AUM | 16.47% | $32M | 712.4K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 16.42% | $249M | 4.83M | Q2 2026 |
| Essential Planning, LLC.$315M AUM | 16.25% | $51M | 1.13M | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 16.21% | $47M | 1.05M | Q1 2026OLDER |
| Amicus Financial Advisors, LLC$363M AUM | 15.79% | $57M | 1.27M | Q1 2026OLDER |
| Spectrum Investment Advisors, Inc.$201M AUM | 14.49% | $29M | 646.4K | Q1 2026OLDER |
| Kure Advisory, LLC$184M AUM | 14.45% | $27M | 588.0K | Q1 2026OLDER |
| Keystone Financial Group, Inc.$192M AUM | 14.22% | $27M | 606.3K | Q1 2026OLDER |
| HILL ISLAND FINANCIAL LLC$412M AUM | 13.82% | $57M | 1.26M | Q1 2026OLDER |
| ACT Advisors, LLC.$235M AUM | 13.68% | $32M | 713.1K | Q1 2026OLDER |
| Physician Wealth Solutions Inc.$242M AUM | 13.33% | $32M | 713.8K | Q1 2026OLDER |
| Alpha Financial Advisors, LLC$326M AUM | 13.16% | $43M | 952.1K | Q1 2026OLDER |
| WPWealth LLP$654M AUM | 12.84% | $84M | 1.86M | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 11.74% | $109M | 2.10M | Q2 2026 |
| BCM ADVISORS, LLC$507M AUM | 11.69% | $59M | 1.20M | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 11.63% | $14M | 304.4K | Q1 2026OLDER |
| Timonier Family Office, LTD.$315M AUM | 11.54% | $36M | 777.2K | Q4 2025OLDER |
| Austin Wealth Management, LLC$440M AUM | 11.53% | $51M | 1.11M | Q1 2026OLDER |
| Shira Ridge Wealth Management$287M AUM | 10.26% | $29M | 568.9K | Q2 2026 |
| ENTREWEALTH, LLC$223M AUM | 9.85% | $22M | 487.1K | Q1 2026OLDER |
| Tassel Capital Management, Inc.$184M AUM | 9.63% | $18M | 393.0K | Q1 2026OLDER |
| First Financial Group Corp$122M AUM | 9.27% | $11M | 251.7K | Q1 2026OLDER |
| Highland Financial Advisors, LLC$455M AUM | 9.03% | $41M | 794.5K | Q2 2026 |
| Lauer Wealth, LLC$126M AUM | 8.92% | $11M | 238.8K | Q1 2026OLDER |
| Ledgewood Wealth Advisors, LLC$188M AUM | 8.73% | $16M | 318.2K | Q2 2026 |
| Sageworth Trust Co$2.3B AUM | 8.69% | $202M | 4.48M | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 8.58% | $15M | 318.6K | Q3 2025OLDER |
| Envision Financial Planning, LLC$276M AUM | 8.55% | $24M | 524.0K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 8.28% | $32M | 708.1K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 7.97% | $30M | 672.5K | Q1 2026OLDER |
| Morling Financial Advisors, LLC$325M AUM | 7.47% | $24M | 538.9K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$112M AUM | 7.46% | $8M | 184.4K | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 7.42% | $46M | 1.00M | Q3 2025OLDER |
| Fonville Wealth Management LLC$525M AUM | 7.28% | $38M | 847.4K | Q1 2026OLDER |
| VeraBank, N.A.$546M AUM | 7.27% | $40M | 880.6K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 7.22% | $15M | 343.2K | Q1 2026OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 7.04% | $7M | 163.1K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 7.02% | $8M | 160.5K | Q2 2026 |
| Meridian Wealth Partners, LLC$729M AUM | 6.91% | $50M | 1.12M | Q1 2026OLDER |
| SEMITAM BONAM LLC$122M AUM | 6.89% | $8M | 187.0K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 6.77% | $42M | 928.9K | Q1 2026OLDER |
| Vigil Wealth Management, LLC$124M AUM | 6.71% | $8M | 183.9K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 5.94% | $18M | 375.2K | Q4 2025OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 5.94% | $39M | 873.3K | Q1 2026OLDER |
| CLARIS ADVISORS, LLC / MO /$334M AUM | 5.85% | $20M | 433.0K | Q1 2026OLDER |
| Prudent Man Investment Management, Inc.$297M AUM | 5.75% | $17M | 365.4K | Q1 2026OLDER |
| Aznar Financial Advisors, LLC$104M AUM | 5.67% | $6M | 126.0K | Q4 2025OLDER |
| Oak Wealth Advisors LLC$182M AUM | 5.58% | $10M | 225.1K | Q1 2026OLDER |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 5.56% | $28M | 619.4K | Q1 2026OLDER |
| TCP Asset Management, LLC$778M AUM | 5.51% | $43M | 949.9K | Q1 2026OLDER |
| Johnson Wealth Management, LLC$207M AUM | 5.48% | $11M | 251.4K | Q1 2026OLDER |
| Pacific Asset Management, LLC$179M AUM | 5.14% | $9M | 203.8K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 5.13% | $8M | 186.0K | Q1 2026OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 4.90% | $24M | 523.2K | Q1 2026OLDER |
| Weinberger Asset Management, Inc$267M AUM | 4.82% | $13M | 284.8K | Q1 2026OLDER |
| APS Management Group, Inc.$117M AUM | 4.75% | $6M | 123.0K | Q1 2026OLDER |
| JDH Wealth Management, LLC$148M AUM | 4.43% | $7M | 145.5K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 4.34% | $12M | 268.0K | Q1 2026OLDER |
| Elser Financial Planning, Inc$2.1B AUM | 4.34% | $89M | 1.98M | Q1 2026OLDER |
| Twin Cities Retirement Group LLC$117M AUM | 4.20% | $5M | 95.0K | Q2 2026 |
| Chico Wealth RIA$164M AUM | 4.12% | $7M | 149.6K | Q1 2026OLDER |
| FMB WEALTH MANAGEMENT$242M AUM | 4.06% | $10M | 217.4K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 4.06% | $32M | 719.2K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 3.95% | $38M | 831.8K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 3.93% | $11M | 254.2K | Q1 2026OLDER |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 3.93% | $15M | 329.5K | Q1 2026OLDER |
| Heritage Investment Group, Inc.$661M AUM | 3.92% | $26M | 573.8K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 3.87% | $11M | 234.1K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 3.69% | $6M | 142.9K | Q1 2026OLDER |
| Sollinda Capital Management LLC$412M AUM | 3.68% | $15M | 335.3K | Q1 2026OLDER |
| Prodigy Asset Management LLC$332M AUM | 3.56% | $12M | 228.7K | Q2 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC$324M AUM | 3.46% | $11M | 248.0K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 3.45% | $10M | 221.7K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 3.43% | $9M | 188.4K | Q1 2026OLDER |
| BluePrint Investing LLC$126M AUM | 3.36% | $4M | 93.5K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 3.30% | $8M | 167.0K | Q1 2026OLDER |
| Sanchez Levi Garrett$159M AUM | 3.28% | $5M | 116.0K | Q1 2026OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 3.25% | $5M | 106.3K | Q1 2026OLDER |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC$167M AUM | 3.24% | $5M | 120.0K | Q1 2026OLDER |
| HFG Wealth Management, LLC$182M AUM | 3.16% | $6M | 127.2K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 3.13% | $167M | 3.71M | Q1 2026OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 3.01% | $8M | 170.5K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 2.99% | $10M | 222.1K | Q1 2026OLDER |
| GEM Asset Management, LLC$227M AUM | 2.96% | $7M | 148.5K | Q1 2026OLDER |
| HTG Investment Advisors, Inc.$352M AUM | 2.92% | $10M | 227.6K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 2.92% | $40M | 877.7K | Q1 2026OLDER |
| CROBAN$213M AUM | 2.91% | $6M | 137.3K | Q1 2026OLDER |
| Sageworth Trust Co of South Dakota$126M AUM | 2.85% | $4M | 79.7K | Q1 2026OLDER |
| Platform Wealth Management, LLC$376M AUM | 2.84% | $11M | 228.0K | Q4 2025OLDER |
| Wealth Advisors Northwest LLC$238M AUM | 2.82% | $7M | 148.8K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 2.79% | $87M | 1.79M | Q1 2026OLDER |
| Level Wealth Management LLC$213M AUM | 2.74% | $6M | 129.6K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 2.70% | $8M | 145.5K | Q2 2026 |
| Signature Resources Capital Management, LLC$211M AUM | 2.63% | $6M | 123.2K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 2.60% | $83M | 1.84M | Q1 2026OLDER |
| Great Point Wealth Advisors, LLC$542M AUM | 2.57% | $14M | 308.2K | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 2.55% | $3M | 66.3K | Q1 2026OLDER |
| Quantum Financial Advisors, LLC$1.0B AUM | 2.53% | $26M | 494.9K | Q2 2026 |
| Live Oak Private Wealth LLC$717M AUM | 2.53% | $18M | 402.3K | Q1 2026OLDER |
| Parkwoods Wealth Partners, LLC$408M AUM | 2.49% | $10M | 225.3K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 2.47% | $48M | 1.06M | Q1 2026OLDER |
| HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM | 2.46% | $13M | 296.7K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 2.40% | $17M | 381.9K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 2.39% | $26M | 586.4K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 2.39% | $15M | 335.2K | Q1 2026OLDER |
| Syverson Strege & Co$416M AUM | 2.35% | $10M | 216.8K | Q1 2026OLDER |
| Kane Co Wealth Management, Inc.$119M AUM | 2.34% | $3M | 61.4K | Q1 2026OLDER |
| TABLEAUX LLC$206M AUM | 2.31% | $5M | 105.5K | Q1 2026OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 2.25% | $4M | 92.3K | Q1 2026OLDER |
| SwitchPoint Financial Planning, LLC$147M AUM | 2.21% | $3M | 72.1K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 2.06% | $114M | 2.54M | Q1 2026OLDER |
| SpringVest Wealth Management LLC$146M AUM | 1.98% | $3M | 64.3K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 1.95% | $200M | 4.42M | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 1.89% | $45M | 995.4K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 1.86% | $333M | 7.38M | Q1 2026OLDER |
| Exeter Financial, LLC$245M AUM | 1.86% | $5M | 100.7K | Q1 2026OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 1.84% | $3M | 69.8K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 1.83% | $3M | 70.5K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 1.75% | $4M | 85.8K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 1.74% | $145M | 3.22M | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 1.74% | $8M | 180.8K | Q1 2026OLDER |
| CATALYST PRIVATE WEALTH, LLC$185M AUM | 1.72% | $3M | 70.3K | Q1 2026OLDER |
| QUARRY HILL ADVISORS, LLC$243M AUM | 1.67% | $4M | 82.8K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 1.67% | $3M | 68.7K | Q1 2026OLDER |
| HMV Wealth Advisors, LLC$213M AUM | 1.61% | $3M | 75.9K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 1.56% | $110M | 2.13M | Q2 2026 |
| Capstone Wealth Management, LLC$143M AUM | 1.52% | $2M | 48.4K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 1.52% | $3M | 60.8K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 1.51% | $9M | 188.2K | Q4 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 1.49% | $18M | 401.1K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 1.49% | $2M | 52.2K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 1.49% | $5M | 96.0K | Q2 2026 |
| Aspen Wealth Management LLC$501M AUM | 1.47% | $7M | 163.0K | Q1 2026OLDER |
| Dodds Wealth, LLC$407M AUM | 1.43% | $6M | 129.5K | Q1 2026OLDER |
| Woodside Wealth Management LLC$128M AUM | 1.40% | $2M | 39.7K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 1.38% | $3M | 71.4K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 1.38% | $17M | 365.6K | Q3 2025OLDER |
| Mattern Wealth Management LLC$513M AUM | 1.33% | $7M | 151.3K | Q1 2026OLDER |
| Lionshead Wealth Management, LLC$136M AUM | 1.31% | $2M | 39.3K | Q1 2026OLDER |
| Westwood Wealth Management$255M AUM | 1.30% | $2M | 37.1K | Q4 2025OLDER |
| Meritas Wealth Management, LLC$221M AUM | 1.27% | $3M | 62.1K | Q1 2026OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 1.27% | $14M | 299.0K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 1.26% | $4M | 79.7K | Q1 2026OLDER |
| Sterling Financial Group, Inc.$316M AUM | 1.25% | $4M | 86.5K | Q3 2025OLDER |
| FreeGulliver LLC$237M AUM | 1.25% | $3M | 65.5K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 1.23% | $22M | 486.0K | Q1 2026OLDER |
| Tandem Financial, LLC$314M AUM | 1.22% | $4M | 84.9K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 1.19% | $4M | 78.1K | Q1 2026OLDER |
| Cypress Point Wealth Management, LLC$464M AUM | 1.19% | $6M | 122.4K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 1.19% | $2M | 50.7K | Q1 2026OLDER |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 1.17% | $6M | 135.9K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$149M AUM | 1.16% | $2M | 47.4K | Q1 2026OLDER |
| SLT Holdings LLC$148M AUM | 1.13% | $2M | 37.2K | Q1 2026OLDER |
| MB Generational Wealth, LLC$181M AUM | 1.12% | $2M | 45.0K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 1.11% | $32M | 708.8K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 1.08% | $4M | 88.5K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 1.06% | $37M | 793.4K | Q1 2026OLDER |
| COWA, LLC$371M AUM | 1.05% | $4M | 86.1K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 1.05% | $38M | 849.3K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 1.00% | $5M | 121.1K | Q1 2026OLDER |
| Gutierrez Wealth Advisory, LLC$161M AUM | 1.00% | $2M | 35.8K | Q1 2026OLDER |
| Morton Capital Management LLC/CA$672M AUM | 1.00% | $7M | 149.3K | Q1 2026OLDER |
| Trailhead Planners LLC$104M AUM | 1.00% | $1M | 23.1K | Q1 2026OLDER |
| Retirement Solution LLC$423M AUM | 1.00% | $4M | 93.3K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.99% | $4M | 84.0K | Q2 2026 |
| Sincerus Advisory, LLC$147M AUM | 0.99% | $1M | 28.1K | Q2 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.97% | $24M | 530.8K | Q2 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.97% | $17M | 384.1K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.97% | $54M | 1.11M | Q1 2026OLDER |
| Seneschal Advisors, LLC$135M AUM | 0.95% | $1M | 28.4K | Q1 2026OLDER |
| Powerhouse Assets LLC$115M AUM | 0.93% | $1M | 23.8K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.92% | $8M | 181.2K | Q1 2026OLDER |
| Verisail Partners, LLC$246M AUM | 0.89% | $2M | 48.5K | Q1 2026OLDER |
| Rather & Kittrell, Inc.$648M AUM | 0.87% | $6M | 124.4K | Q1 2026OLDER |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 0.84% | $2M | 39.5K | Q1 2026OLDER |
| Hiley Hunt Wealth Management$253M AUM | 0.83% | $2M | 40.8K | Q2 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.83% | $82M | 1.83M | Q1 2026OLDER |
| Kaufman Rossin Wealth, LLC$174M AUM | 0.83% | $1M | 32.0K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.81% | $4M | 91.1K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.80% | $1M | 30.9K | Q1 2026OLDER |
| G2 CAPITAL MANAGEMENT, LLC / OH$411M AUM | 0.80% | $3M | 73.2K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 0.80% | $2M | 33.4K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.78% | $1M | 21.1K | Q2 2026 |
| Olistico Wealth, LLC$203M AUM | 0.77% | $2M | 34.8K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.76% | $7M | 160.5K | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 0.74% | $5M | 112.7K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.73% | $179M | 3.97M | Q1 2026OLDER |
| Oceanside Advisors LLC$175M AUM | 0.73% | $1M | 28.2K | Q1 2026OLDER |
| Lexington Hill Partners, LLC$206M AUM | 0.71% | $1M | 28.4K | Q2 2026 |
| Lauterbach Financial Advisors, LLC$205M AUM | 0.71% | $1M | 32.3K | Q1 2026OLDER |
| Parkshore Wealth Management, Inc.$299M AUM | 0.67% | $2M | 44.6K | Q1 2026OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.67% | $1M | 32.3K | Q1 2026OLDER |
| Wheels Up Wealth, Inc.$106M AUM | 0.67% | $711,362 | 15.8K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.67% | $126M | 2.80M | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.66% | $2M | 40.5K | Q1 2026OLDER |
| V2 Financial group LLC$215M AUM | 0.66% | $1M | 31.4K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.66% | $6M | 122.8K | Q2 2026 |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.65% | $2M | 52.6K | Q1 2026OLDER |
| Approach Retirement Advisors, LLC$120M AUM | 0.63% | $755,380 | 16.7K | Q1 2026OLDER |
| SB Capital Management Inc$273M AUM | 0.62% | $2M | 36.0K | Q4 2025OLDER |
| Shore Point Advisors, LLC$253M AUM | 0.61% | $2M | 34.5K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.61% | $3M | 66.0K | Q1 2026OLDER |
| Financial Symmetry Inc$281M AUM | 0.61% | $2M | 34.5K | Q1 2026OLDER |
| SageOak Financial, LLC$142M AUM | 0.60% | $860,754 | 19.1K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.60% | $7M | 162.9K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.60% | $4M | 84.4K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.59% | $4M | 99.4K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 0.59% | $2M | 40.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.57% | $105M | 2.34M | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.56% | $6M | 123.5K | Q1 2026OLDER |
| Forum Private Client Group LLC$300M AUM | 0.54% | $2M | 35.8K | Q1 2026OLDER |
| Burton Enright Welch$736M AUM | 0.53% | $4M | 86.2K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.53% | $2M | 53.2K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 0.52% | $3M | 61.0K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.51% | $7M | 156.1K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 0.51% | $631,934 | 18.0K | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 0.51% | $3M | 68.2K | Q1 2026OLDER |
| Lynch Investment Planning, LLC$111M AUM | 0.50% | $553,713 | 12.3K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.50% | $2M | 35.5K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.48% | $5M | 92.5K | Q2 2026 |
| Optimus Capital Advisors, LLC$169M AUM | 0.47% | $800,519 | 17.7K | Q2 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV$138M AUM | 0.47% | $641,118 | 14.2K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 0.46% | $6M | 140.8K | Q1 2026OLDER |
| Peirce Capital Management, LLC$256M AUM | 0.46% | $1M | 26.1K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.46% | $10M | 219.8K | Q1 2026OLDER |
| Longview Financial Advisors LLC$184M AUM | 0.46% | $838,150 | 18.6K | Q1 2026OLDER |
| ATLas Financial Planning LLC$112M AUM | 0.45% | $504,848 | 11.2K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.45% | $1M | 24.8K | Q1 2026OLDER |
| Vistica Wealth Advisors, LLC$100M AUM | 0.45% | $452,915 | 10.0K | Q1 2026OLDER |
| Kilner Capital Advisors, LLC$104M AUM | 0.45% | $468,661 | 10.4K | Q1 2026OLDER |
| Cascade Wealth Advisors, Inc$228M AUM | 0.44% | $1M | 19.9K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.44% | $21M | 470.0K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.43% | $2M | 49.7K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.42% | $86M | 1.91M | Q1 2026OLDER |
| HBE Wealth Management, LLC$115M AUM | 0.41% | $470,782 | 10.4K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.41% | $1M | 26.7K | Q1 2026OLDER |
| Allodium Investment Consultants, LLC$209M AUM | 0.41% | $853,046 | 18.9K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 0.41% | $2M | 40.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.40% | $14M | 316.4K | Q1 2026OLDER |
| Squire Investment Management Company, LLC$360M AUM | 0.40% | $1M | 31.8K | Q1 2026OLDER |
| Yoder Wealth Management, Inc.$219M AUM | 0.39% | $864,950 | 19.2K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.38% | $10M | 227.6K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.37% | $802,910 | 17.8K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.37% | $58M | 1.28M | Q1 2026OLDER |
| Bay Capital Advisors, LLC$162M AUM | 0.36% | $588,731 | 13.0K | Q1 2026OLDER |
| Oath Planning, LLC$113M AUM | 0.35% | $394,935 | 8.8K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.35% | $3M | 59.0K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.34% | $3M | 69.4K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.34% | $732,980 | 16.2K | Q1 2026OLDER |
| Bannerstone Capital Management, LLC$104M AUM | 0.34% | $349,999 | 7.5K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.34% | $18M | 409.4K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.33% | $4M | 72.3K | Q2 2026 |
| Financial Harvest, LLC$170M AUM | 0.33% | $567,339 | 12.6K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.33% | $1M | 32.9K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.31% | $580,161 | 12.9K | Q1 2026OLDER |
| New Dimensions Wealth Management, LLC$118M AUM | 0.31% | $361,367 | 8.0K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.30% | $40M | 897.1K | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 0.30% | $708,053 | 15.7K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.30% | $1M | 22.6K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.29% | $37M | 814.3K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.28% | $2M | 44.5K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.27% | $2M | 37.2K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.27% | $2M | 36.1K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.26% | $2M | 33.9K | Q2 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.26% | $748,745 | 16.6K | Q1 2026OLDER |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 0.26% | $940,851 | 19.4K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.25% | $984,155 | 21.8K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.25% | $2M | 51.1K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.25% | $567,310 | 12.1K | Q4 2025OLDER |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$112M AUM | 0.25% | $276,992 | 6.1K | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.24% | $5M | 102.2K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.24% | $10M | 210.8K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.24% | $3M | 65.0K | Q1 2026OLDER |
| FCG Investment Co$228M AUM | 0.24% | $502,994 | 11.0K | Q3 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.23% | $703,949 | 15.6K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.23% | $417,450 | 9.3K | Q1 2026OLDER |
| tru Independence LLC$202M AUM | 0.22% | $452,485 | 10.0K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.22% | $10M | 203.5K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.22% | $1M | 25.2K | Q1 2026OLDER |
| DIXON FNANCIAL SERVICES, INC.$223M AUM | 0.22% | $487,773 | 10.8K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.21% | $11M | 248.3K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.21% | $1M | 29.0K | Q1 2026OLDER |
| Auxano Advisors, LLC$501M AUM | 0.21% | $1M | 23.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.20% | $10M | 216.6K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.20% | $2M | 50.5K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.20% | $41M | 904.7K | Q1 2026OLDER |
| Foundry Financial LLC$236M AUM | 0.20% | $469,068 | 10.4K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 0.20% | $210,259 | 4.7K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.20% | $856,107 | 19.0K | Q1 2026OLDER |
| Gordian Advisors LLC$150M AUM | 0.20% | $294,734 | 6.5K | Q1 2026OLDER |
| HEFFERNAN ADVISORY, INC$108M AUM | 0.20% | $203,748 | 4.4K | Q4 2025OLDER |
| BAYSHORE ASSET MANAGEMENT, LLC$251M AUM | 0.19% | $486,178 | 10.8K | Q1 2026OLDER |
| STRATEGIC ADVISORY PARTNERS, LLC$127M AUM | 0.19% | $244,866 | 5.4K | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 0.19% | $505,750 | 11.2K | Q1 2026OLDER |
| Colony Family Offices, LLC$406M AUM | 0.19% | $763,882 | 16.9K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.19% | $341,107 | 7.6K | Q1 2026OLDER |
| MAYPORT, LLC$538M AUM | 0.18% | $977,615 | 21.7K | Q1 2026OLDER |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 0.18% | $296,000 | 6.6K | Q1 2026OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.18% | $1M | 23.5K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.18% | $46M | 1.01M | Q3 2025OLDER |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 0.18% | $342,042 | 7.6K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.18% | $730,177 | 16.2K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.18% | $31M | 696.8K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.18% | $232,729 | 5.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.18% | $159M | 3.51M | Q1 2026OLDER |
| Mason & Associates, LLC$437M AUM | 0.17% | $762,934 | 16.9K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.17% | $617,414 | 12.5K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.17% | $669,130 | 14.8K | Q1 2026OLDER |
| Freedom Financial Partners LLC$281M AUM | 0.17% | $481,802 | 10.7K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.17% | $206,063 | 4.6K | Q1 2026OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 0.17% | $435,687 | 8.4K | Q2 2026 |
| Tranquility Partners, LLC$265M AUM | 0.17% | $446,730 | 9.9K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.17% | $403,237 | 8.9K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.17% | $8M | 166.9K | Q4 2025OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.17% | $954,288 | 21.1K | Q1 2026OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 0.16% | $2M | 39.4K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.16% | $1M | 23.5K | Q1 2026OLDER |
| LongView Asset Management LLC$143M AUM | 0.16% | $226,385 | 4.8K | Q4 2025OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.16% | $2M | 51.5K | Q1 2026OLDER |
| Financial Plan, Inc.$933M AUM | 0.15% | $1M | 32.0K | Q1 2026OLDER |
| Shearwater Capital LLC$209M AUM | 0.15% | $321,770 | 6.2K | Q2 2026 |
| Strategent Financial, LLC$147M AUM | 0.15% | $217,253 | 4.8K | Q1 2026OLDER |
| Navigate Wealth Management, LLC$142M AUM | 0.15% | $209,766 | 4.3K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.15% | $217,434 | 4.8K | Q1 2026OLDER |
| Capstone Financial Advisors, Inc.$1.9B AUM | 0.14% | $3M | 58.9K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 0.14% | $300,048 | 6.7K | Q1 2026OLDER |
| Beacon Financial Strategies CORP$201M AUM | 0.14% | $281,738 | 5.5K | Q2 2026 |
| Stratos Investment Management, LLC$2.5B AUM | 0.14% | $3M | 77.2K | Q1 2026OLDER |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 0.14% | $250,596 | 5.6K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.14% | $2M | 37.9K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.14% | $985,105 | 21.8K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.14% | $2M | 36.1K | Q2 2026 |
| DecisionPoint Financial, LLC$464M AUM | 0.14% | $629,099 | 13.9K | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 0.13% | $211,182 | 4.6K | Q3 2025OLDER |
| Inscription Capital, LLC$951M AUM | 0.13% | $1M | 28.3K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.13% | $14M | 313.0K | Q1 2026OLDER |
| Porter White Investment Advisors, Inc.$250M AUM | 0.13% | $334,678 | 7.4K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.13% | $2M | 47.3K | Q1 2026OLDER |
| Compass Advisory Group LLC$374M AUM | 0.13% | $479,732 | 10.6K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.13% | $623,800 | 13.7K | Q1 2026OLDER |
| Luminvest Wealth Management LLC$382M AUM | 0.13% | $484,950 | 10.7K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 0.13% | $299,777 | 6.6K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.13% | $1M | 31.9K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.13% | $6M | 136.0K | Q1 2026OLDER |
| Momentous Wealth Management, Inc.$175M AUM | 0.12% | $219,867 | 4.7K | Q4 2025OLDER |
| Triune Financial Partners, LLC$421M AUM | 0.12% | $524,114 | 11.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.12% | $8M | 170.1K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.12% | $31M | 680.2K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.12% | $2M | 51.5K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.12% | $2M | 46.3K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.12% | $962,721 | 20.5K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.11% | $5M | 109.4K | Q1 2026OLDER |
| Next Level Wealth Planning, LLC$195M AUM | 0.11% | $222,532 | 4.9K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.11% | $496,087 | 11.0K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.11% | $2M | 37.4K | Q2 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.11% | $2M | 43.5K | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 0.11% | $264,466 | 5.9K | Q1 2026OLDER |
| Emprise Bank$271M AUM | 0.11% | $286,828 | 5.5K | Q2 2026 |
| Family Office Research LLC$230M AUM | 0.11% | $243,018 | 5.4K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.10% | $407,812 | 9.0K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.10% | $314,913 | 7.0K | Q1 2026OLDER |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 0.10% | $478,549 | 10.6K | Q1 2026OLDER |
| Ruedi Wealth Management, Inc.$388M AUM | 0.10% | $390,351 | 8.7K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.10% | $5M | 120.8K | Q1 2026OLDER |
| BAKER BOYER NATIONAL BANK$333M AUM | 0.10% | $331,136 | 7.3K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.10% | $4M | 82.2K | Q1 2026OLDER |
| Planning Project LLC$398M AUM | 0.10% | $387,364 | 8.3K | Q4 2025OLDER |
| Heritage Wealth Management, Inc./Texas$234M AUM | 0.10% | $227,310 | 5.0K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.10% | $12M | 269.8K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.10% | $441,799 | 9.8K | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 0.09% | $280,015 | 6.2K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.09% | $399,222 | 8.8K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.09% | $233,791 | 5.2K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.09% | $3M | 58.2K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.09% | $1M | 26.9K | Q1 2026OLDER |
| Pine Harbor Wealth Management, LLC$334M AUM | 0.09% | $295,310 | 6.5K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.09% | $982 | 21.0K | Q4 2025OLDER |
| Montis Financial, LLC$484M AUM | 0.08% | $410,885 | 9.1K | Q1 2026OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.08% | $1M | 31.5K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.08% | $822,236 | 18.2K | Q1 2026OLDER |
| Core Wealth Management, Inc.$326M AUM | 0.08% | $272,886 | 6.0K | Q1 2026OLDER |
| Friday Financial$373M AUM | 0.08% | $309,950 | 6.0K | Q2 2026 |
| Texas Bank & Trust Co$266M AUM | 0.08% | $212,064 | 4.7K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.08% | $556,084 | 12.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.08% | $54M | 1.21M | Q1 2026OLDER |
| Pillar Financial Advisors, LLC$171M AUM | 0.08% | $129,338 | 2.9K | Q1 2026OLDER |
| Heirloom Wealth Management$555M AUM | 0.07% | $309,856 | 6.8K | Q3 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.07% | $4M | 85.7K | Q4 2025OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.07% | $1M | 27.5K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.07% | $571,716 | 12.7K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.06% | $995,176 | 21.7K | Q3 2025OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.06% | $1M | 25.3K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.06% | $1M | 25.2K | Q2 2026 |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.06% | $206,740 | 4.6K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.06% | $783,229 | 17.4K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.06% | $53M | 1.18M | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.06% | $444,883 | 9.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.06% | $57M | 1.26M | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.06% | $41M | 910.9K | Q1 2026OLDER |
| Liberty Capital Management, Inc.$537M AUM | 0.06% | $315,619 | 6.7K | Q4 2025OLDER |
| Gradient Capital Advisors, LLC$386M AUM | 0.06% | $226,638 | 5.0K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.06% | $5M | 118.6K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.06% | $67,680 | 1.5K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.06% | $207,552 | 4.6K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.06% | $223,795 | 5.0K | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 0.06% | $221,560 | 4.9K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.06% | $712,488 | 15.8K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.06% | $3M | 77.0K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.06% | $2M | 53.7K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.06% | $3M | 58.9K | Q1 2026OLDER |
| Leading Edge Financial Planning LLC$475M AUM | 0.05% | $210,146 | 4.6K | Q3 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.05% | $4M | 99.4K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.05% | $16M | 358.5K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.05% | $107,656 | 2.4K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.05% | $513,538 | 11.4K | Q1 2026OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 0.05% | $438,032 | 9.7K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.05% | $300,210 | 6.6K | Q3 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.05% | $29M | 643.8K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.04% | $973,143 | 21.6K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.04% | $384,142 | 7.4K | Q2 2026 |
| Rockwood Wealth Management, LLC$1.4B AUM | 0.04% | $592,471 | 13.1K | Q1 2026OLDER |
| Fort Vancouver Investment Management, LLC$197M AUM | 0.04% | $82,299 | 1.8K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.04% | $1M | 28.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $27M | 599.6K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.04% | $2M | 53.5K | Q1 2026OLDER |
| AMARILLO NATIONAL BANK$566M AUM | 0.04% | $223,002 | 4.8K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.04% | $8M | 184.4K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.04% | $395,861 | 8.4K | Q4 2025OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.04% | $348,215 | 7.7K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.6B AUM | 0.04% | $608,536 | 13.5K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.04% | $261,696 | 5.8K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.04% | $25M | 555.6K | Q1 2026OLDER |
| Golden Reserve Retirement LLC$485M AUM | 0.04% | $200,632 | 4.3K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.04% | $5M | 109.7K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.04% | $6M | 130.9K | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.04% | $369,804 | 8.2K | Q1 2026OLDER |
| Hill Investment Group Partners, LLC$906M AUM | 0.03% | $280,005 | 6.1K | Q3 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.03% | $236,609 | 5.2K | Q1 2026OLDER |
| Peterson Wealth Advisors, LLC$752M AUM | 0.03% | $254,973 | 5.7K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.03% | $435,634 | 9.7K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.03% | $408,336 | 9.1K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.03% | $2M | 55.0K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 0.03% | $288,770 | 6.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $11M | 242.4K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.03% | $975,269 | 21.6K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.03% | $372,729 | 8.0K | Q4 2025OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.03% | $90,240 | 2.0K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.03% | $485,491 | 10.8K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.03% | $347,018 | 6.7K | Q2 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.03% | $306,780 | 5.9K | Q2 2026 |
| Forum Financial Management, LP$7.1B AUM | 0.03% | $2M | 41.4K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.03% | $13M | 286.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $7M | 149.7K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.03% | $875,210 | 19.1K | Q3 2025OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.02% | $274,797 | 6.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $25M | 562.6K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.02% | $268,915 | 6.0K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.02% | $2M | 40.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $811,828 | 17.7K | Q3 2025OLDER |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 0.02% | $47,376 | 1.1K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.02% | $32M | 709.1K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $3M | 56.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $10M | 230.3K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.02% | $341,534 | 6.7K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 0.02% | $366,350 | 7.8K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 25.8K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.02% | $1M | 27.9K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $357,171 | 7.9K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.02% | $119,929 | 2.7K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $324,104 | 7.2K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.02% | $50,924 | 1.1K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.02% | $36,036 | 770 | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $849,013 | 18.8K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $297,403 | 6.6K | Q1 2026OLDER |
| 1ST SOURCE BANK$1.9B AUM | 0.02% | $314,496 | 6.7K | Q4 2025OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.02% | $222,113 | 4.7K | Q4 2025OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.01% | $268,644 | 6.0K | Q1 2026OLDER |
| Index Fund Advisors, Inc.$2.2B AUM | 0.01% | $312,503 | 6.9K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.01% | $235,357 | 5.0K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $476,201 | 10.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $47M | 1.05M | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.01% | $217,205 | 4.7K | Q3 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.01% | $137,122 | 3.0K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $8M | 188.2K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.01% | $50,399 | 1.1K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.01% | $122,258 | 2.7K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $3M | 55.4K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $258,447 | 5.7K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.