DFCFDIMENSIONAL ETF TRUST
CUSIP 25434V872 · Yahoo Finance ↗ · Google Finance ↗
Dimensional Etf Trust (DFCF) has 474 institutional holders in Filings Flow’s 13F database, together reporting 177.89M shares worth $7.3B as of Q1 2026. The largest reported holders are Truepoint, Inc., Prudential Financial Inc, and Apella Capital, LLC.
Institutional Holders
474
Q1 2026
Reported Value
$7.3B
Ticker
DFCF
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| HEFFERNAN ADVISORY, INC$108M AUM | 45.89% | $49M | 1.17M | Q1 2026OLDER |
| Core Wealth Management, Inc.$326M AUM | 22.92% | $75M | 1.77M | Q1 2026OLDER |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 17.68% | $193M | 4.57M | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 16.66% | $58M | 1.37M | Q1 2026OLDER |
| Wolfstich Capital, LLC$114M AUM | 15.59% | $8M | 178.7K | Q3 2025OLDER |
| Tassel Capital Management, Inc.$184M AUM | 15.56% | $29M | 678.3K | Q1 2026OLDER |
| Great Waters Wealth Management$1.1B AUM | 14.99% | $162M | 3.83M | Q2 2026 |
| RHL GROUP, LLC$117M AUM | 14.58% | $17M | 404.4K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 14.43% | $51M | 1.20M | Q1 2026OLDER |
| Wheels Up Wealth, Inc.$106M AUM | 14.30% | $15M | 360.3K | Q1 2026OLDER |
| Grunden Financial Advisory, Inc.$256M AUM | 13.87% | $35M | 834.0K | Q4 2025OLDER |
| ASSET PLANNING CORPORATION$211M AUM | 13.70% | $29M | 675.3K | Q3 2025OLDER |
| BCO Wealth Management LLC$166M AUM | 13.09% | $22M | 516.3K | Q1 2026OLDER |
| WPWealth LLP$654M AUM | 12.89% | $84M | 2.00M | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 12.80% | $33M | 788.5K | Q1 2026OLDER |
| Hiley Hunt Wealth Management$253M AUM | 12.63% | $32M | 757.1K | Q2 2026 |
| Tencap Wealth Coaching, LLC$266M AUM | 12.58% | $33M | 790.7K | Q1 2026OLDER |
| Truepoint, Inc.$4.5B AUM | 12.30% | $552M | 13.06M | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 11.47% | $106M | 2.52M | Q1 2026OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 11.12% | $180M | 4.26M | Q1 2026OLDER |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC$171M AUM | 11.03% | $19M | 447.7K | Q2 2026 |
| Binnacle Investments Inc$170M AUM | 10.98% | $19M | 436.1K | Q3 2025OLDER |
| Momentous Wealth Management, Inc.$175M AUM | 10.96% | $19M | 454.4K | Q1 2026OLDER |
| Babb Wealth Advisors LLC$183M AUM | 10.68% | $20M | 462.9K | Q1 2026OLDER |
| Rather & Kittrell, Inc.$648M AUM | 10.38% | $67M | 1.59M | Q1 2026OLDER |
| Parkshore Wealth Management, Inc.$299M AUM | 10.34% | $31M | 732.4K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 10.26% | $65M | 1.54M | Q1 2026OLDER |
| Kane Co Wealth Management, Inc.$119M AUM | 10.17% | $12M | 285.7K | Q1 2026OLDER |
| Note Advisors, LLC$200M AUM | 10.06% | $20M | 476.6K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 9.71% | $17M | 399.2K | Q1 2026OLDER |
| Graver Capital Management, LLC$132M AUM | 9.69% | $13M | 302.2K | Q1 2026OLDER |
| Physician Wealth Solutions Inc.$242M AUM | 9.14% | $22M | 522.7K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 9.03% | $17M | 412.2K | Q1 2026OLDER |
| Verisail Partners, LLC$246M AUM | 8.99% | $22M | 524.8K | Q1 2026OLDER |
| Aurelius Family Office LLC$230M AUM | 8.83% | $20M | 481.2K | Q1 2026OLDER |
| SageOak Financial, LLC$142M AUM | 8.74% | $12M | 294.5K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 8.72% | $139M | 3.30M | Q2 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 8.68% | $17M | 394.7K | Q1 2026OLDER |
| CONTINUUM WEALTH ADVISORS, LLC$241M AUM | 8.66% | $22M | 526.6K | Q4 2025OLDER |
| Elser Financial Planning, Inc$2.1B AUM | 8.62% | $178M | 4.20M | Q1 2026OLDER |
| Aspen Capital Management, LLC$404M AUM | 8.60% | $35M | 823.1K | Q1 2026OLDER |
| F/m Investments LLC$1.5B AUM | 8.51% | $128M | 3.04M | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 8.18% | $21M | 493.5K | Q1 2026OLDER |
| ArborFi Advisors, LLC$122M AUM | 8.09% | $10M | 234.6K | Q1 2026OLDER |
| GREAT OAK CAPITAL PARTNERS, LLC$430M AUM | 8.03% | $35M | 812.5K | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 8.02% | $27M | 650.5K | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 7.81% | $48M | 1.13M | Q3 2025OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 7.74% | $107M | 2.53M | Q1 2026OLDER |
| SpringVest Wealth Management LLC$146M AUM | 7.72% | $11M | 267.7K | Q1 2026OLDER |
| Daner Wealth Management, LLC$170M AUM | 7.68% | $13M | 309.4K | Q1 2026OLDER |
| Tillman Hartley LLC$398M AUM | 7.12% | $28M | 672.0K | Q1 2026OLDER |
| Alpha Financial Advisors, LLC$326M AUM | 7.07% | $23M | 546.7K | Q1 2026OLDER |
| DeLarme Wealth Management, Inc.$155M AUM | 7.07% | $11M | 259.8K | Q1 2026OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 7.00% | $25M | 603.5K | Q1 2026OLDER |
| Pioneer Wealth Management Group$414M AUM | 6.76% | $28M | 663.1K | Q2 2026 |
| Sterling Wealth Advisors Inc$175M AUM | 6.61% | $12M | 271.4K | Q1 2026OLDER |
| marrick wealth, LLC$119M AUM | 6.56% | $8M | 184.8K | Q1 2026OLDER |
| Johnson Wealth Management, LLC$207M AUM | 6.48% | $13M | 317.9K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 6.48% | $147M | 3.47M | Q1 2026OLDER |
| First Financial Group Corp$122M AUM | 6.44% | $8M | 186.9K | Q1 2026OLDER |
| Optimus Capital Advisors, LLC$169M AUM | 6.41% | $11M | 256.8K | Q2 2026 |
| Root Financial Partners, LLC$2.2B AUM | 6.34% | $137M | 3.25M | Q1 2026OLDER |
| Approach Retirement Advisors, LLC$120M AUM | 6.15% | $7M | 175.2K | Q1 2026OLDER |
| DRAVO BAY LLC$246M AUM | 6.12% | $15M | 356.7K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 5.96% | $7M | 166.9K | Q2 2026 |
| Yardley Wealth Management LLC$195M AUM | 5.78% | $11M | 267.2K | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 5.76% | $27M | 632.4K | Q1 2026OLDER |
| Integrity Investment Advisors, LLC$184M AUM | 5.70% | $11M | 249.1K | Q1 2026OLDER |
| Leading Edge Financial Planning LLC$475M AUM | 5.65% | $27M | 636.1K | Q1 2026OLDER |
| Heritage Wealth Management, Inc./Texas$234M AUM | 5.62% | $13M | 311.2K | Q1 2026OLDER |
| Vested Financial Planning, LLC$131M AUM | 5.61% | $7M | 174.4K | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 5.44% | $58M | 1.38M | Q2 2026 |
| Torren Management, LLC$201M AUM | 5.41% | $11M | 257.4K | Q1 2026OLDER |
| Arnold Financial Planning LLC$107M AUM | 5.29% | $6M | 134.0K | Q1 2026OLDER |
| Ledgewood Wealth Advisors, LLC$188M AUM | 5.27% | $10M | 235.3K | Q2 2026 |
| Guardian Wealth Management, LLC$330M AUM | 5.17% | $17M | 403.6K | Q1 2026OLDER |
| TruNorth Capital Management, LLC$522M AUM | 5.13% | $27M | 634.4K | Q1 2026OLDER |
| RW Investment Management LLC$1.0B AUM | 5.07% | $52M | 1.24M | Q1 2026OLDER |
| Financial Symmetry Inc$281M AUM | 5.03% | $14M | 335.2K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 4.49% | $15M | 349.8K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 4.39% | $10M | 242.7K | Q1 2026OLDER |
| BCU Wealth Advisors, LLC$268M AUM | 4.17% | $11M | 265.0K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 4.05% | $6M | 149.5K | Q1 2026OLDER |
| City State Bank$385M AUM | 4.03% | $16M | 368.1K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 4.02% | $7M | 174.1K | Q1 2026OLDER |
| Meredith Wealth Planning$369M AUM | 4.01% | $15M | 350.8K | Q1 2026OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 4.01% | $39M | 914.4K | Q1 2026OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 4.00% | $6M | 131.2K | Q1 2026OLDER |
| MOLLER WEALTH PARTNERS$507M AUM | 3.98% | $20M | 477.7K | Q1 2026OLDER |
| Foundry Financial LLC$236M AUM | 3.95% | $9M | 220.8K | Q1 2026OLDER |
| DiPaolo Financial Group, Inc.$153M AUM | 3.84% | $6M | 139.2K | Q2 2026 |
| BWM Planning, LLC$379M AUM | 3.79% | $14M | 340.6K | Q1 2026OLDER |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 3.72% | $14M | 333.3K | Q1 2026OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 3.67% | $6M | 141.5K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 3.60% | $29M | 681.2K | Q1 2026OLDER |
| Essential Planning, LLC.$315M AUM | 3.54% | $11M | 263.4K | Q1 2026OLDER |
| Divergent Planning, LLC$392M AUM | 3.42% | $13M | 314.4K | Q4 2025OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 3.38% | $84M | 2.00M | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 3.33% | $4M | 92.4K | Q1 2026OLDER |
| Blume Capital Management, Inc.$588M AUM | 3.28% | $19M | 456.5K | Q1 2026OLDER |
| Arcadia Wealth Management, Inc.$185M AUM | 3.00% | $6M | 131.4K | Q1 2026OLDER |
| Citrine Capital LLC$231M AUM | 3.00% | $7M | 164.0K | Q1 2026OLDER |
| Parker Financial LLC$250M AUM | 2.94% | $7M | 174.6K | Q1 2026OLDER |
| Mattern Wealth Management LLC$513M AUM | 2.83% | $15M | 343.7K | Q1 2026OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 2.83% | $3M | 75.1K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 2.77% | $196M | 4.67M | Q2 2026 |
| DWR WEALTH MANAGEMENT, LLC$134M AUM | 2.71% | $4M | 85.6K | Q2 2026 |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 2.65% | $8M | 178.2K | Q1 2026OLDER |
| Cornerstone Wealth Partners, LLC$176M AUM | 2.65% | $5M | 110.6K | Q1 2026OLDER |
| HFG Wealth Management, LLC$182M AUM | 2.64% | $5M | 113.7K | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 2.62% | $4M | 95.9K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 2.55% | $3M | 69.8K | Q1 2026OLDER |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$112M AUM | 2.46% | $3M | 65.6K | Q1 2026OLDER |
| Alpha Advisors, LLC/VA$127M AUM | 2.46% | $3M | 73.8K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 2.46% | $4M | 95.3K | Q1 2026OLDER |
| Pacific Asset Management, LLC$179M AUM | 2.46% | $4M | 104.2K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 2.45% | $12M | 284.3K | Q2 2026 |
| United Wealth Management, LLC$402M AUM | 2.37% | $10M | 225.6K | Q1 2026OLDER |
| Financial Plan, Inc.$933M AUM | 2.30% | $21M | 508.6K | Q1 2026OLDER |
| SNS Financial Group, LLC$1.2B AUM | 2.30% | $27M | 631.5K | Q1 2026OLDER |
| Porter White Investment Advisors, Inc.$250M AUM | 2.26% | $6M | 133.5K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 2.20% | $9M | 216.4K | Q4 2025OLDER |
| Schulz Wealth, LTD.$156M AUM | 2.20% | $3M | 80.5K | Q4 2025OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 2.16% | $192M | 4.54M | Q1 2026OLDER |
| ENTREWEALTH, LLC$223M AUM | 2.11% | $5M | 111.8K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 2.09% | $11M | 263.3K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 2.09% | $13M | 309.4K | Q1 2026OLDER |
| Applied Capital LLC$268M AUM | 2.07% | $6M | 131.1K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 2.05% | $105M | 2.46M | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 2.05% | $8M | 187.4K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 2.03% | $56M | 1.33M | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 1.94% | $19M | 442.8K | Q2 2026 |
| Vantage Point Financial LLC$285M AUM | 1.89% | $5M | 127.8K | Q1 2026OLDER |
| Wealth Dimensions Group, Ltd.$508M AUM | 1.88% | $10M | 226.6K | Q1 2026OLDER |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 1.81% | $9M | 204.3K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 1.79% | $6M | 145.2K | Q1 2026OLDER |
| Family Capital Management, Inc.$225M AUM | 1.78% | $4M | 94.7K | Q1 2026OLDER |
| Wealth Advisors Northwest LLC$238M AUM | 1.76% | $4M | 99.6K | Q1 2026OLDER |
| CLG LLC$403M AUM | 1.75% | $7M | 167.3K | Q1 2026OLDER |
| Hartmann Taylor Wealth Management, LLC$151M AUM | 1.62% | $2M | 58.0K | Q1 2026OLDER |
| Austin Wealth Management, LLC$440M AUM | 1.62% | $7M | 168.4K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 1.61% | $7M | 174.0K | Q1 2026OLDER |
| RATIONAL ADVISORS, INC.$980M AUM | 1.59% | $16M | 369.3K | Q1 2026OLDER |
| MB Generational Wealth, LLC$181M AUM | 1.59% | $3M | 68.1K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 1.56% | $12M | 284.4K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 1.55% | $23M | 528.5K | Q1 2026OLDER |
| WealthSpring Partners, LLC$109M AUM | 1.54% | $2M | 39.8K | Q1 2026OLDER |
| SwitchPoint Financial Planning, LLC$147M AUM | 1.51% | $2M | 52.8K | Q1 2026OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 1.45% | $19M | 459.9K | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 1.45% | $10M | 227.6K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 1.38% | $141M | 3.34M | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 1.35% | $2M | 55.8K | Q1 2026OLDER |
| Onyx Financial Advisors, LLC$241M AUM | 1.33% | $3M | 75.7K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 1.30% | $10M | 234.0K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 1.27% | $2M | 54.6K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 1.23% | $5M | 128.1K | Q2 2026 |
| Rachor Investment Advisory Services, LLC$190M AUM | 1.23% | $2M | 55.3K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 1.23% | $9M | 206.0K | Q1 2026OLDER |
| Triune Financial Partners, LLC$421M AUM | 1.22% | $5M | 121.8K | Q1 2026OLDER |
| Heritage Investment Group, Inc.$661M AUM | 1.21% | $8M | 190.1K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 1.21% | $8M | 178.0K | Q1 2026OLDER |
| Safeguard Investment Advisory Group, LLC$362M AUM | 1.21% | $4M | 104.0K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 1.21% | $8M | 177.1K | Q3 2025OLDER |
| CURIO WEALTH, LLC$293M AUM | 1.18% | $3M | 81.6K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 1.14% | $3M | 78.8K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 1.13% | $3M | 61.8K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 1.13% | $3M | 77.5K | Q1 2026OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 1.11% | $5M | 126.2K | Q1 2026OLDER |
| Ruedi Wealth Management, Inc.$388M AUM | 1.11% | $4M | 101.7K | Q1 2026OLDER |
| Williams & Novak, LLC$151M AUM | 1.03% | $2M | 36.8K | Q2 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.99% | $8M | 192.2K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.88% | $31M | 735.7K | Q2 2026 |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.85% | $2M | 37.5K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.84% | $26M | 612.5K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.84% | $42M | 993.6K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.83% | $157M | 3.72M | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 0.82% | $8M | 190.5K | Q2 2026 |
| Balance Wealth, LLC$322M AUM | 0.80% | $3M | 58.9K | Q4 2025OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.79% | $7M | 172.5K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.78% | $2M | 55.0K | Q1 2026OLDER |
| Estate Counselors, LLC$1.1B AUM | 0.77% | $9M | 205.9K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.76% | $4M | 84.7K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.74% | $1M | 32.8K | Q1 2026OLDER |
| Next Level Wealth Planning, LLC$195M AUM | 0.73% | $1M | 33.6K | Q1 2026OLDER |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 0.73% | $2M | 36.7K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.72% | $1M | 23.8K | Q2 2026 |
| Savant Capital, LLC$20.7B AUM | 0.72% | $149M | 3.53M | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.70% | $5M | 111.0K | Q1 2026OLDER |
| Shearwater Capital LLC$209M AUM | 0.69% | $1M | 34.0K | Q2 2026 |
| Arcadia Wealth Management, LLC$276M AUM | 0.68% | $2M | 44.7K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.68% | $6M | 153.5K | Q1 2026OLDER |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC$167M AUM | 0.68% | $1M | 26.8K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.63% | $2M | 44.3K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.63% | $44M | 1.05M | Q1 2026OLDER |
| GEN Financial Management, INC.$162M AUM | 0.63% | $1M | 24.0K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.61% | $1M | 29.6K | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.60% | $4M | 102.8K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.60% | $16M | 373.2K | Q1 2026OLDER |
| Generations Wealth, LLC$103M AUM | 0.58% | $598,300 | 14.2K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.58% | $10M | 245.4K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.56% | $457M | 10.82M | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 0.56% | $4M | 95.0K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.56% | $138M | 3.26M | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 0.54% | $936,718 | 22.2K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 0.53% | $772,975 | 18.2K | Q4 2025OLDER |
| CGN Advisors LLC$1.4B AUM | 0.53% | $7M | 172.1K | Q2 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.53% | $9M | 219.6K | Q1 2026OLDER |
| Oceanside Advisors LLC$175M AUM | 0.52% | $913,589 | 21.6K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.51% | $2M | 52.9K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.51% | $2M | 44.8K | Q2 2026 |
| MASTER'S WEALTH MANAGEMENT INC.$295M AUM | 0.50% | $1M | 34.9K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.48% | $1M | 35.4K | Q2 2026 |
| Samalin Investment Counsel, LLC$282M AUM | 0.47% | $1M | 31.7K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.47% | $616,074 | 14.6K | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.46% | $3M | 74.3K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.46% | $867,533 | 20.6K | Q1 2026OLDER |
| GEM Asset Management, LLC$227M AUM | 0.46% | $1M | 24.6K | Q1 2026OLDER |
| TCP Asset Management, LLC$778M AUM | 0.45% | $3M | 82.5K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.44% | $2M | 48.7K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.41% | $18M | 430.6K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.39% | $612,654 | 14.5K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.38% | $21M | 507.3K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 0.38% | $1M | 30.4K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.38% | $5M | 121.5K | Q1 2026OLDER |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 0.37% | $2M | 36.5K | Q2 2026 |
| Ariadne Wealth Management, LP$223M AUM | 0.37% | $824,093 | 19.5K | Q1 2026OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 0.37% | $383,569 | 9.1K | Q1 2026OLDER |
| Archvest Wealth Advisors, Inc.$155M AUM | 0.36% | $409,812 | 9.6K | Q3 2025OLDER |
| Hippocratic Financial Advisors, LLC$228M AUM | 0.36% | $821,475 | 19.5K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$149M AUM | 0.33% | $488,130 | 11.6K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.32% | $32M | 757.9K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.32% | $1M | 25.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.32% | $21M | 486.5K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.31% | $6M | 140.4K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.30% | $5M | 114.7K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.29% | $1M | 34.7K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.29% | $1M | 27.0K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.29% | $786,306 | 18.6K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.28% | $792,394 | 18.8K | Q1 2026OLDER |
| 21 West Wealth Management LLC$108M AUM | 0.27% | $294,316 | 7.0K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.26% | $8M | 183.7K | Q4 2025OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.26% | $4M | 101.8K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.26% | $6M | 152.2K | Q2 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV$138M AUM | 0.26% | $359,377 | 8.5K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.26% | $5M | 126.5K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.26% | $3M | 74.5K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.25% | $1M | 25.7K | Q1 2026OLDER |
| 25 LLC$324M AUM | 0.25% | $819,413 | 19.4K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.25% | $9M | 223.2K | Q1 2026OLDER |
| Vigil Wealth Management, LLC$124M AUM | 0.25% | $311,119 | 7.4K | Q1 2026OLDER |
| Forum Private Client Group LLC$300M AUM | 0.25% | $754,513 | 17.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.25% | $27M | 629.5K | Q1 2026OLDER |
| Five Oceans Advisors$276M AUM | 0.25% | $689,621 | 16.3K | Q1 2026OLDER |
| LANDAAS & CO /WI /ADV$456M AUM | 0.25% | $1M | 26.9K | Q1 2026OLDER |
| Navigate Wealth Management, LLC$142M AUM | 0.25% | $353,150 | 8.3K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.25% | $502,080 | 11.9K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$122M AUM | 0.25% | $302,126 | 7.2K | Q1 2026OLDER |
| Old Peak Finance LLC$171M AUM | 0.25% | $422,521 | 10.0K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.25% | $2M | 44.8K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.24% | $14M | 335.9K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.24% | $274,341 | 6.5K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.24% | $6M | 150.9K | Q1 2026OLDER |
| Ponta Wealth Partners, LLC$124M AUM | 0.23% | $291,951 | 6.9K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.23% | $58M | 1.37M | Q1 2026OLDER |
| Avise Financial Cooperative, Inc.$121M AUM | 0.23% | $276,325 | 6.5K | Q1 2026OLDER |
| Allodium Investment Consultants, LLC$209M AUM | 0.22% | $466,015 | 11.0K | Q1 2026OLDER |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 0.22% | $1M | 26.7K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.21% | $2M | 36.4K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.21% | $2M | 44.1K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.21% | $1M | 32.8K | Q2 2026 |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.21% | $564,389 | 13.2K | Q3 2025OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.20% | $4M | 83.9K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 0.20% | $2M | 43.1K | Q2 2026 |
| Austin Private Wealth, LLC$1.3B AUM | 0.19% | $3M | 60.1K | Q4 2025OLDER |
| Beacon Financial Strategies CORP$201M AUM | 0.18% | $370,778 | 8.8K | Q2 2026 |
| LifeSteps Financial, Inc.$158M AUM | 0.18% | $290,347 | 6.9K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.18% | $326,783 | 7.7K | Q1 2026OLDER |
| LANE BROTHERS & CO INC$137M AUM | 0.18% | $244,707 | 5.8K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.17% | $6M | 145.2K | Q1 2026OLDER |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 0.17% | $781,081 | 18.5K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.16% | $1M | 27.7K | Q1 2026OLDER |
| Midwest Heritage Bank, FSB$312M AUM | 0.16% | $467,710 | 11.0K | Q4 2025OLDER |
| Verus Financial Partners, Inc.$1.1B AUM | 0.16% | $2M | 42.2K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.16% | $670,520 | 15.7K | Q3 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.16% | $14M | 335.3K | Q1 2026OLDER |
| Index Fund Advisors, Inc.$2.2B AUM | 0.16% | $3M | 82.5K | Q1 2026OLDER |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.15% | $2M | 35.8K | Q2 2026 |
| MSH Capital Advisors LLC$472M AUM | 0.15% | $697,797 | 16.5K | Q1 2026OLDER |
| Mills Wealth Advisors LLC$318M AUM | 0.15% | $466,734 | 11.1K | Q2 2026 |
| POTENTIA WEALTH$259M AUM | 0.14% | $374,280 | 8.9K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.14% | $7M | 165.1K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.14% | $6M | 141.8K | Q1 2026OLDER |
| Bay Capital Advisors, LLC$162M AUM | 0.14% | $224,864 | 5.3K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.14% | $2M | 53.8K | Q1 2026OLDER |
| Hill Investment Group Partners, LLC$906M AUM | 0.14% | $1M | 29.4K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.13% | $1M | 26.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.13% | $4M | 103.8K | Q1 2026OLDER |
| Matisse Capital$234M AUM | 0.13% | $303,984 | 7.2K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 0.13% | $401,217 | 9.5K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.13% | $2M | 37.5K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.13% | $211,461 | 5.0K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.12% | $602,773 | 14.3K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.12% | $22M | 530.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.12% | $23M | 533.4K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.12% | $258,260 | 6.1K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.12% | $2M | 52.3K | Q1 2026OLDER |
| Plotkin Financial Advisors, LLC$199M AUM | 0.12% | $235,545 | 5.6K | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 0.11% | $285,829 | 6.8K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.11% | $2M | 52.8K | Q2 2026 |
| Timonier Family Office, LTD.$315M AUM | 0.11% | $337,714 | 7.9K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.11% | $76M | 1.80M | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.11% | $13M | 312.7K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.10% | $214,098 | 5.1K | Q2 2026 |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.10% | $1M | 33.3K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.10% | $462,118 | 10.9K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.10% | $9M | 204.1K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.10% | $1M | 25.7K | Q2 2026 |
| Crown Wealth Group, LLC$340M AUM | 0.10% | $341,054 | 8.0K | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.10% | $18M | 429.3K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.10% | $272,991 | 6.5K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.10% | $3M | 70.6K | Q4 2025OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.09% | $461,338 | 10.9K | Q1 2026OLDER |
| ACORN CREEK CAPITAL LLC$280M AUM | 0.09% | $238,569 | 5.6K | Q3 2025OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.09% | $392,015 | 9.3K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.09% | $5M | 115.1K | Q1 2026OLDER |
| Geometric Wealth Advisors$799M AUM | 0.09% | $699,769 | 16.6K | Q1 2026OLDER |
| Caerus Investment Advisors, LLC$240M AUM | 0.09% | $206,245 | 4.9K | Q2 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.08% | $1M | 24.9K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.08% | $3M | 73.8K | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.08% | $6M | 146.5K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.08% | $219,840 | 5.2K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.08% | $219,840 | 5.2K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.08% | $273,375 | 6.5K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.08% | $7M | 165.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.08% | $74M | 1.76M | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.08% | $305,274 | 7.2K | Q1 2026OLDER |
| PINKERTON WEALTH, LLC$1.1B AUM | 0.08% | $847,965 | 19.9K | Q1 2026OLDER |
| Parkwoods Wealth Partners, LLC$408M AUM | 0.08% | $314,455 | 7.4K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.07% | $5M | 125.4K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.07% | $4M | 83.2K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 0.07% | $320,535 | 7.6K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.07% | $14M | 340.1K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 0.07% | $772,869 | 18.3K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.07% | $11M | 254.5K | Q1 2026OLDER |
| Eaton-Cambridge Inc.$320M AUM | 0.07% | $220,768 | 5.2K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.07% | $270,292 | 6.4K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 0.07% | $225,919 | 5.4K | Q1 2026OLDER |
| Amicus Financial Advisors, LLC$363M AUM | 0.06% | $233,603 | 5.5K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.06% | $1M | 32.8K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 0.06% | $308,949 | 7.3K | Q1 2026OLDER |
| New Capital Management LP$406M AUM | 0.06% | $242,934 | 5.8K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.06% | $2M | 39.4K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.06% | $6M | 142.1K | Q1 2026OLDER |
| FARMERS TRUST CO$637M AUM | 0.06% | $379,980 | 9.0K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.06% | $85,496 | 2.0K | Q1 2026OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 0.06% | $847,965 | 19.9K | Q4 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.06% | $3M | 70.6K | Q2 2026 |
| Silver Grove Financial Group, Inc.$124M AUM | 0.05% | $66,961 | 1.6K | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.05% | $104,326 | 2.5K | Q1 2026OLDER |
| Fort Vancouver Investment Management, LLC$197M AUM | 0.05% | $103,862 | 2.5K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.05% | $681,938 | 16.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.05% | $3M | 59.6K | Q1 2026OLDER |
| HORAN Wealth, LLC$1.1B AUM | 0.05% | $325,104 | 7.6K | Q3 2025OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.05% | $676,238 | 16.0K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.05% | $868,523 | 20.6K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.05% | $300,100 | 7.1K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.05% | $23M | 552.1K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.05% | $384,075 | 9.1K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.05% | $348,611 | 8.3K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.04% | $440,039 | 10.4K | Q2 2026 |
| Financial Synergies Wealth Advisors, Inc.$1.0B AUM | 0.04% | $451,806 | 10.7K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.04% | $2M | 44.2K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $297,452 | 7.0K | Q4 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.04% | $2M | 57.3K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.04% | $2M | 39.8K | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.04% | $5M | 114.8K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.04% | $185,053 | 4.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.04% | $4M | 104.7K | Q1 2026OLDER |
| Burton Enright Welch$736M AUM | 0.04% | $259,231 | 6.1K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.03% | $284,056 | 6.7K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.03% | $214,393 | 5.1K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.03% | $570,992 | 13.5K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 0.03% | $470,880 | 11.2K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.03% | $3M | 60.1K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 0.03% | $45,957 | 1.1K | Q1 2026OLDER |
| Gemmer Asset Management LLC$1.3B AUM | 0.03% | $387,437 | 9.2K | Q1 2026OLDER |
| Strategic Wealth Investment Group, LLC$788M AUM | 0.03% | $360,937 | 8.4K | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.03% | $4M | 94.4K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.03% | $326,473 | 7.7K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.03% | $208,757 | 4.9K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $14M | 325.5K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.03% | $4M | 83.7K | Q1 2026OLDER |
| B&D White Capital Company, LLC$809M AUM | 0.03% | $220,008 | 5.2K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.03% | $255,100 | 6.0K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.03% | $412,634 | 9.8K | Q2 2026 |
| Planning Center, Inc.$987M AUM | 0.03% | $247,156 | 5.9K | Q1 2026OLDER |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 0.02% | $52,733 | 1.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $17M | 398.4K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $1M | 24.4K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.02% | $45,175 | 1.1K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.02% | $357,392 | 8.5K | Q2 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.02% | $70,719 | 1.7K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.02% | $413,796 | 9.8K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.02% | $733,911 | 17.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 142.2K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $16M | 369.0K | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.02% | $219,630 | 5.2K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.02% | $60,423 | 1.4K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $789,936 | 18.7K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 27.5K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $753,820 | 17.9K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 26.3K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 0.02% | $325,456 | 7.6K | Q4 2025OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.02% | $219,787 | 5.2K | Q2 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.02% | $220,473 | 5.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 60.0K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.02% | $171,136 | 4.0K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.01% | $21,517 | 12.1K | Q4 2025OLDER |
| Plancorp, LLC$3.5B AUM | 0.01% | $523,251 | 12.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $14M | 329.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $3M | 73.3K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $518,385 | 12.2K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $10M | 235.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $12M | 282.9K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $45M | 1.07M | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.01% | $47,284 | 1.1K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $47M | 1.12M | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.01% | $81,358 | 1.9K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $505,880 | 12.0K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.01% | $57,020 | 1.4K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.01% | $25,248 | 598 | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.01% | $112,466 | 2.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $40M | 944.5K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $961,117 | 22.8K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $513,230 | 12.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $9M | 215.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 65.4K | Q2 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $457,158 | 10.8K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.01% | $40,954 | 970 | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.01% | $75,490 | 1.8K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $2M | 48.7K | Q3 2025OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.01% | $2M | 36.9K | Q4 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $1M | 30.7K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.01% | $9M | 222.4K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.01% | $344,051 | 8.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $33M | 789.8K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $65,441 | 1.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $4M | 86.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $305,968 | 7.2K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $109,579 | 2.6K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $261,680 | 6.2K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 67.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 102.6K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $35,774 | 847 | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.00% | $16,001 | 379 | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.00% | $10,682 | 253 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $33,143 | 785 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $97,782 | 2.3K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.00% | $4,472 | 104 | Q4 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $238,975 | 5.7K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $502,798 | 11.9K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $33,557 | 795 | Q2 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 24.9K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $253,054 | 6.0K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $17,099 | 405 | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $289,165 | 6.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $118,935 | 2.8K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $12M | 291.6K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $21,551 | 504 | Q3 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $1M | 31.7K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $15,280 | 359 | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 27.8K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $24M | 561.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $525,451 | 12.4K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $1,604 | 38 | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $4,256 | 100 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $252,180 | 6.0K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $108,590 | 2.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $16M | 384.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 36.1K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $2,480 | 58 | Q3 2025OLDER |
| BankChampaign, National Association$101M AUM | 0.00% | $851 | 1.0K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $4M | 87.0K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 38.3K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $608,350 | 14.4K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $268,426 | 6.3K | Q4 2025OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.00% | $1,309 | 31 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $502,995 | 11.9K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $15,027 | 356 | Q2 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $6,333 | 150 | Q1 2026OLDER |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 0.00% | $469 | 11 | Q4 2025OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.00% | $3,293 | 78 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $71,689 | 1.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $115,683 | 2.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 36.8K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $123,534 | 2.9K | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $30,345 | 713 | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $108,252 | 2.6K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $224,776 | 5.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $737,035 | 17.5K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.