DFSDDIMENSIONAL ETF TRUST
CUSIP 25434V864 · Yahoo Finance ↗ · Google Finance ↗
Dimensional Etf Trust (DFSD) has 421 institutional holders in Filings Flow’s 13F database, together reporting 111.13M shares worth $5.2B as of Q1 2026. The largest reported holders are Focus Partners Wealth, Apella Capital, LLC, and Focus Partners Advisor Solutions, LLC.
Institutional Holders
421
Q1 2026
Reported Value
$5.2B
Ticker
DFSD
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Rachor Investment Advisory Services, LLC$190M AUM | 36.55% | $70M | 1.45M | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 17.54% | $37M | 773.1K | Q1 2026OLDER |
| Wolfstich Capital, LLC$114M AUM | 17.11% | $20M | 409.7K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 15.68% | $46M | 958.3K | Q1 2026OLDER |
| Sterling Wealth Advisors Inc$175M AUM | 13.75% | $24M | 500.0K | Q1 2026OLDER |
| Planning Center, Inc.$987M AUM | 13.62% | $134M | 2.81M | Q1 2026OLDER |
| Ruedi Wealth Management, Inc.$388M AUM | 13.53% | $53M | 1.10M | Q1 2026OLDER |
| SageOak Financial, LLC$142M AUM | 13.50% | $19M | 401.3K | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 13.49% | $47M | 980.9K | Q2 2026 |
| Cornerstone Wealth Partners, LLC$176M AUM | 12.40% | $22M | 456.6K | Q1 2026OLDER |
| Pacific Asset Management, LLC$179M AUM | 11.20% | $20M | 419.0K | Q1 2026OLDER |
| Vestment Financial LLC$212M AUM | 10.85% | $23M | 477.8K | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 10.82% | $27M | 557.7K | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 10.53% | $98M | 2.04M | Q1 2026OLDER |
| Keyes, Stange & Wooten Wealth Management, LLC$224M AUM | 10.53% | $24M | 492.7K | Q1 2026OLDER |
| BCO Wealth Management LLC$166M AUM | 10.31% | $17M | 358.3K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 10.09% | $51M | 1.07M | Q2 2026 |
| Rather & Kittrell, Inc.$648M AUM | 9.84% | $64M | 1.33M | Q1 2026OLDER |
| Wheelhouse Advisory Group LLC$302M AUM | 9.80% | $30M | 617.5K | Q1 2026OLDER |
| Grunden Financial Advisory, Inc.$256M AUM | 9.64% | $25M | 514.5K | Q4 2025OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 9.57% | $153M | 3.20M | Q2 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 9.40% | $60M | 1.25M | Q1 2026OLDER |
| WPWealth LLP$654M AUM | 8.85% | $58M | 1.21M | Q1 2026OLDER |
| Great Waters Wealth Management$1.1B AUM | 8.62% | $93M | 1.95M | Q2 2026 |
| RAM Investment Partners, LLC$569M AUM | 8.40% | $48M | 998.5K | Q1 2026OLDER |
| Oceanside Advisors LLC$175M AUM | 8.21% | $14M | 300.5K | Q1 2026OLDER |
| Verisail Partners, LLC$246M AUM | 7.89% | $19M | 406.3K | Q1 2026OLDER |
| HBE Wealth Management, LLC$115M AUM | 7.71% | $9M | 184.7K | Q1 2026OLDER |
| Onyx Financial Advisors, LLC$241M AUM | 7.68% | $18M | 386.2K | Q1 2026OLDER |
| Belleair Asset Management, LLC$110M AUM | 7.50% | $8M | 171.9K | Q1 2026OLDER |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$112M AUM | 7.32% | $8M | 171.8K | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 7.28% | $44M | 922.5K | Q1 2026OLDER |
| HEFFERNAN ADVISORY, INC$108M AUM | 6.69% | $7M | 150.6K | Q1 2026OLDER |
| BCU Wealth Advisors, LLC$268M AUM | 6.68% | $18M | 374.0K | Q1 2026OLDER |
| GREAT OAK CAPITAL PARTNERS, LLC$430M AUM | 6.65% | $29M | 595.7K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 6.62% | $143M | 2.99M | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 6.55% | $13M | 274.7K | Q1 2026OLDER |
| Guardian Wealth Management, LLC$330M AUM | 6.52% | $22M | 449.2K | Q1 2026OLDER |
| Foundry Financial LLC$236M AUM | 6.30% | $15M | 310.8K | Q1 2026OLDER |
| Johnson Wealth Management, LLC$207M AUM | 6.24% | $13M | 270.1K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 5.95% | $82M | 1.71M | Q1 2026OLDER |
| Nova R Wealth, Inc.$313M AUM | 5.95% | $19M | 389.2K | Q1 2026OLDER |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 5.91% | $22M | 467.3K | Q1 2026OLDER |
| DRAVO BAY LLC$246M AUM | 5.89% | $15M | 303.0K | Q1 2026OLDER |
| Mattern Wealth Management LLC$513M AUM | 5.63% | $29M | 603.4K | Q1 2026OLDER |
| Kondo Wealth Advisors, Inc.$266M AUM | 5.59% | $15M | 310.1K | Q1 2026OLDER |
| Kane Co Wealth Management, Inc.$119M AUM | 5.51% | $7M | 136.3K | Q1 2026OLDER |
| Approach Retirement Advisors, LLC$120M AUM | 5.43% | $7M | 136.4K | Q1 2026OLDER |
| Pine Harbor Wealth Management, LLC$334M AUM | 5.28% | $18M | 368.3K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 5.26% | $64M | 1.34M | Q1 2026OLDER |
| New Dimensions Wealth Management, LLC$118M AUM | 5.25% | $6M | 128.8K | Q1 2026OLDER |
| Parkwoods Wealth Partners, LLC$408M AUM | 5.23% | $21M | 445.9K | Q1 2026OLDER |
| Yardley Wealth Management LLC$195M AUM | 5.11% | $10M | 208.4K | Q1 2026OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 4.95% | $18M | 376.7K | Q1 2026OLDER |
| Shira Ridge Wealth Management$287M AUM | 4.94% | $14M | 296.4K | Q2 2026 |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 4.88% | $25M | 511.9K | Q1 2026OLDER |
| Financial Plan, Inc.$933M AUM | 4.71% | $44M | 917.1K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 4.60% | $62M | 1.30M | Q1 2026OLDER |
| Parkshore Wealth Management, Inc.$299M AUM | 4.56% | $14M | 285.0K | Q1 2026OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 4.48% | $7M | 152.0K | Q1 2026OLDER |
| Tillman Hartley LLC$398M AUM | 4.41% | $18M | 366.8K | Q1 2026OLDER |
| Disciplined Investments, LLC$279M AUM | 4.33% | $12M | 252.0K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 4.33% | $38M | 795.7K | Q2 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 4.31% | $14M | 296.6K | Q1 2026OLDER |
| Arcadia Wealth Management, Inc.$185M AUM | 4.20% | $8M | 162.3K | Q1 2026OLDER |
| Mills Wealth Advisors LLC$318M AUM | 4.17% | $13M | 277.5K | Q2 2026 |
| Optimus Capital Advisors, LLC$169M AUM | 4.10% | $7M | 144.9K | Q2 2026 |
| RCS Financial Planning, LLC$193M AUM | 4.04% | $8M | 162.5K | Q1 2026OLDER |
| Essential Planning, LLC.$315M AUM | 4.01% | $13M | 263.5K | Q1 2026OLDER |
| Keystone Financial Group, Inc.$192M AUM | 4.01% | $8M | 161.0K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 3.99% | $27M | 554.9K | Q1 2026OLDER |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC$232M AUM | 3.91% | $9M | 189.5K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 3.76% | $25M | 521.1K | Q2 2026 |
| Passive Capital Management, LLC.$335M AUM | 3.75% | $13M | 262.2K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 3.71% | $11M | 225.3K | Q1 2026OLDER |
| Peirce Capital Management, LLC$256M AUM | 3.69% | $9M | 196.8K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 3.65% | $259M | 5.42M | Q2 2026 |
| SwitchPoint Financial Planning, LLC$147M AUM | 3.64% | $5M | 112.1K | Q1 2026OLDER |
| Friday Financial$373M AUM | 3.51% | $13M | 274.6K | Q2 2026 |
| SpringVest Wealth Management LLC$146M AUM | 3.50% | $5M | 107.1K | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 3.50% | $23M | 484.2K | Q1 2026OLDER |
| Babb Wealth Advisors LLC$183M AUM | 3.46% | $6M | 132.0K | Q1 2026OLDER |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 3.41% | $10M | 208.4K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 3.29% | $11M | 232.2K | Q1 2026OLDER |
| White Wing Wealth Management$192M AUM | 3.27% | $6M | 131.4K | Q2 2026 |
| City State Bank$385M AUM | 3.27% | $13M | 263.1K | Q1 2026OLDER |
| Three Arch Wealth Management LLC$556M AUM | 3.24% | $18M | 376.2K | Q1 2026OLDER |
| FMB WEALTH MANAGEMENT$242M AUM | 3.16% | $8M | 159.4K | Q1 2026OLDER |
| CogentBlue Wealth Advisors, LLC$149M AUM | 3.08% | $5M | 95.6K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 3.04% | $12M | 244.7K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 2.97% | $5M | 104.6K | Q3 2025OLDER |
| Burk Holdings LLC$233M AUM | 2.94% | $7M | 143.4K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$386M AUM | 2.90% | $11M | 233.7K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 2.84% | $5M | 103.1K | Q1 2026OLDER |
| Powerhouse Assets LLC$115M AUM | 2.84% | $3M | 68.2K | Q1 2026OLDER |
| Parker Financial LLC$250M AUM | 2.84% | $7M | 148.8K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 2.82% | $10M | 217.8K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 2.78% | $16M | 341.2K | Q1 2026OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 2.77% | $12M | 240.4K | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 2.76% | $15M | 319.6K | Q1 2026OLDER |
| BDFS Capital LLC$208M AUM | 2.75% | $6M | 119.3K | Q1 2026OLDER |
| Chico Wealth RIA$164M AUM | 2.75% | $4M | 93.9K | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 2.69% | $7M | 149.5K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 2.66% | $22M | 455.3K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 2.65% | $8M | 157.9K | Q1 2026OLDER |
| Cornerstone Management, Inc.$628M AUM | 2.62% | $16M | 343.3K | Q1 2026OLDER |
| Wealthquest Corp$1.4B AUM | 2.62% | $37M | 771.5K | Q2 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 2.47% | $245M | 5.13M | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 2.31% | $5M | 112.2K | Q1 2026OLDER |
| Wheels Up Wealth, Inc.$106M AUM | 2.29% | $2M | 51.0K | Q1 2026OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 2.19% | $24M | 506.4K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 2.14% | $109M | 2.27M | Q1 2026OLDER |
| Meredith Wealth Planning$369M AUM | 2.08% | $8M | 160.3K | Q1 2026OLDER |
| Squire Investment Management Company, LLC$360M AUM | 2.07% | $7M | 155.3K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 1.94% | $15M | 306.8K | Q1 2026OLDER |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 1.87% | $4M | 83.1K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 1.85% | $15M | 309.7K | Q1 2026OLDER |
| Tencap Wealth Coaching, LLC$266M AUM | 1.83% | $5M | 101.3K | Q1 2026OLDER |
| Kooman & Associates$335M AUM | 1.83% | $6M | 128.0K | Q1 2026OLDER |
| Mustard Seed Financial, LLC$167M AUM | 1.82% | $3M | 63.3K | Q1 2026OLDER |
| Elser Financial Planning, Inc$2.1B AUM | 1.80% | $37M | 772.7K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 1.73% | $177M | 3.70M | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 1.73% | $12M | 259.5K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 1.72% | $19M | 396.0K | Q1 2026OLDER |
| Shore Point Advisors, LLC$253M AUM | 1.69% | $4M | 89.3K | Q1 2026OLDER |
| Vigil Wealth Management, LLC$124M AUM | 1.69% | $2M | 43.6K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 1.65% | $6M | 134.6K | Q1 2026OLDER |
| Kaufman Rossin Wealth, LLC$174M AUM | 1.64% | $3M | 59.9K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 1.64% | $10M | 213.5K | Q3 2025OLDER |
| MB Generational Wealth, LLC$181M AUM | 1.64% | $3M | 61.8K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 1.60% | $8M | 164.1K | Q1 2026OLDER |
| Porter White Investment Advisors, Inc.$250M AUM | 1.60% | $4M | 83.4K | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 1.57% | $10M | 200.6K | Q3 2025OLDER |
| Concord Wealth Partners$770M AUM | 1.50% | $12M | 241.0K | Q1 2026OLDER |
| SENTINEL WEALTH MANAGEMENT, INC.$125M AUM | 1.43% | $2M | 37.3K | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 1.40% | $7M | 153.7K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 1.37% | $19M | 387.1K | Q1 2026OLDER |
| CLARIS ADVISORS, LLC / MO /$334M AUM | 1.35% | $5M | 94.3K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 1.34% | $13M | 265.2K | Q1 2026OLDER |
| Heritage Investment Group, Inc.$661M AUM | 1.31% | $9M | 181.3K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 1.28% | $9M | 190.5K | Q1 2026OLDER |
| Hartmann Taylor Wealth Management, LLC$151M AUM | 1.24% | $2M | 39.3K | Q1 2026OLDER |
| Tassel Capital Management, Inc.$184M AUM | 1.24% | $2M | 47.8K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 1.11% | $8M | 166.2K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 1.11% | $35M | 738.8K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 1.08% | $3M | 57.7K | Q3 2025OLDER |
| Hippocratic Financial Advisors, LLC$228M AUM | 1.07% | $2M | 51.1K | Q1 2026OLDER |
| Pillar Financial Advisors, LLC$171M AUM | 1.06% | $2M | 37.9K | Q1 2026OLDER |
| Capstone Wealth Management, LLC$143M AUM | 1.05% | $2M | 31.5K | Q1 2026OLDER |
| E-Wealth Partners, LLC$124M AUM | 1.03% | $1M | 26.6K | Q2 2026 |
| Aegis Wealth Management LLC$175M AUM | 1.03% | $2M | 37.6K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.99% | $2M | 37.7K | Q1 2026OLDER |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 0.98% | $1M | 26.0K | Q1 2026OLDER |
| Five Oceans Advisors$276M AUM | 0.98% | $3M | 56.4K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.94% | $3M | 67.2K | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 0.93% | $2M | 48.6K | Q1 2026OLDER |
| JDH Wealth Management, LLC$148M AUM | 0.93% | $1M | 28.8K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.91% | $8M | 174.2K | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.91% | $1M | 29.2K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.90% | $187M | 3.90M | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.90% | $2M | 38.8K | Q3 2025OLDER |
| DEMMING FINANCIAL SERVICES CORP /ADV$138M AUM | 0.88% | $1M | 25.2K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 0.87% | $3M | 53.8K | Q4 2025OLDER |
| Wealth Advisors Northwest LLC$238M AUM | 0.85% | $2M | 42.3K | Q1 2026OLDER |
| Applied Capital LLC$268M AUM | 0.83% | $2M | 46.5K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.81% | $14M | 296.7K | Q1 2026OLDER |
| PLANWISER FINANCIAL, LLC$138M AUM | 0.78% | $1M | 22.3K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 0.76% | $2M | 45.2K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.71% | $1M | 23.5K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.71% | $19M | 390.0K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 0.70% | $2M | 40.2K | Q1 2026OLDER |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.69% | $3M | 59.4K | Q2 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.69% | $6M | 120.3K | Q3 2025OLDER |
| QUARRY HILL ADVISORS, LLC$243M AUM | 0.63% | $2M | 31.6K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.62% | $711,481 | 14.9K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.60% | $1M | 23.8K | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 0.59% | $696,593 | 14.5K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.58% | $2M | 46.6K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.57% | $3M | 53.1K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.56% | $2M | 50.8K | Q2 2026 |
| Forza Wealth Management, LLC$287M AUM | 0.55% | $2M | 33.2K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$149M AUM | 0.55% | $818,966 | 17.4K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.54% | $1M | 30.7K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.52% | $6M | 124.2K | Q4 2025OLDER |
| Nautilus Advisors LLC$146M AUM | 0.52% | $756,074 | 15.8K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.51% | $7M | 155.1K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.51% | $13M | 267.9K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.49% | $1M | 29.1K | Q1 2026OLDER |
| Vistica Wealth Advisors, LLC$100M AUM | 0.49% | $494,983 | 10.3K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.48% | $1M | 29.8K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.48% | $2M | 41.0K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.48% | $12M | 244.8K | Q2 2026 |
| Williams & Novak, LLC$151M AUM | 0.46% | $691,468 | 14.5K | Q2 2026 |
| Pioneer Wealth Management Group$414M AUM | 0.45% | $2M | 38.9K | Q2 2026 |
| Invst, LLC$886M AUM | 0.44% | $4M | 81.4K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.42% | $766,887 | 16.0K | Q1 2026OLDER |
| Barry Investment Advisors, LLC$478M AUM | 0.42% | $2M | 42.1K | Q2 2026 |
| American Investment Services, Inc.$448M AUM | 0.42% | $2M | 38.9K | Q1 2026OLDER |
| HFG Wealth Management, LLC$182M AUM | 0.41% | $740,602 | 15.5K | Q1 2026OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 0.40% | $447,391 | 9.3K | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.38% | $4M | 85.9K | Q2 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.37% | $2M | 48.5K | Q1 2026OLDER |
| HMV Wealth Advisors, LLC$213M AUM | 0.37% | $786,908 | 16.4K | Q1 2026OLDER |
| TCP Asset Management, LLC$778M AUM | 0.37% | $3M | 59.6K | Q1 2026OLDER |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 0.36% | $2M | 39.6K | Q1 2026OLDER |
| Oath Planning, LLC$113M AUM | 0.36% | $406,125 | 8.5K | Q1 2026OLDER |
| Financial Symmetry Inc$281M AUM | 0.36% | $1M | 20.9K | Q1 2026OLDER |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 0.33% | $1M | 28.6K | Q2 2026 |
| Focus Partners Wealth$89.9B AUM | 0.33% | $293M | 6.12M | Q1 2026OLDER |
| McCartney Wealth Management LLC$119M AUM | 0.32% | $381,460 | 8.0K | Q1 2026OLDER |
| Safeguard Investment Advisory Group, LLC$362M AUM | 0.31% | $1M | 23.8K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.30% | $814,315 | 16.9K | Q3 2025OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 0.30% | $4M | 83.6K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.29% | $5M | 108.3K | Q1 2026OLDER |
| Platform Wealth Management, LLC$376M AUM | 0.29% | $1M | 22.8K | Q4 2025OLDER |
| BetterWealth, LLC$510M AUM | 0.28% | $1M | 30.1K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.27% | $774,488 | 16.2K | Q1 2026OLDER |
| DIXON FNANCIAL SERVICES, INC.$223M AUM | 0.27% | $604,677 | 12.6K | Q1 2026OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 0.26% | $361,494 | 7.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.26% | $27M | 568.1K | Q1 2026OLDER |
| marrick wealth, LLC$119M AUM | 0.25% | $302,264 | 6.3K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$122M AUM | 0.25% | $309,688 | 6.5K | Q1 2026OLDER |
| Timonier Family Office, LTD.$315M AUM | 0.25% | $793,166 | 16.5K | Q4 2025OLDER |
| Index Fund Advisors, Inc.$2.2B AUM | 0.25% | $6M | 116.1K | Q1 2026OLDER |
| JM2 Capital Inc.$121M AUM | 0.24% | $290,403 | 6.1K | Q1 2026OLDER |
| BankChampaign, National Association$101M AUM | 0.24% | $242,579 | 20 | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.24% | $8M | 174.2K | Q2 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.23% | $44M | 917.8K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.23% | $479,815 | 10.0K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.22% | $602,222 | 12.6K | Q1 2026OLDER |
| Capstone Wealth Management, Inc.$118M AUM | 0.22% | $255,639 | 5.3K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.21% | $414,765 | 8.7K | Q1 2026OLDER |
| ATLas Financial Planning LLC$112M AUM | 0.21% | $232,218 | 4.8K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.20% | $18M | 386.0K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.20% | $326,637 | 6.8K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.20% | $3M | 55.5K | Q4 2025OLDER |
| Lauterbach Financial Advisors, LLC$205M AUM | 0.19% | $397,514 | 8.3K | Q1 2026OLDER |
| Straight Path Wealth Management$374M AUM | 0.19% | $717,811 | 15.0K | Q1 2026OLDER |
| Eaton-Cambridge Inc.$320M AUM | 0.19% | $609,225 | 12.7K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.19% | $8M | 176.8K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.18% | $542,720 | 11.3K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.18% | $45M | 935.7K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.18% | $520,320 | 10.9K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.18% | $6M | 119.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.18% | $6M | 121.2K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.17% | $10M | 210.9K | Q1 2026OLDER |
| CLG LLC$403M AUM | 0.17% | $698,761 | 14.6K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.17% | $308,443 | 6.4K | Q1 2026OLDER |
| Shearwater Capital LLC$209M AUM | 0.16% | $338,566 | 7.1K | Q2 2026 |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.16% | $562,124 | 11.7K | Q1 2026OLDER |
| Geometric Wealth Advisors$799M AUM | 0.16% | $1M | 26.3K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.16% | $653,794 | 13.6K | Q3 2025OLDER |
| Rockwood Wealth Management, LLC$1.4B AUM | 0.16% | $2M | 45.3K | Q1 2026OLDER |
| Leading Edge Financial Planning LLC$475M AUM | 0.16% | $738,148 | 15.4K | Q1 2026OLDER |
| Core Wealth Management, Inc.$326M AUM | 0.15% | $503,362 | 10.5K | Q1 2026OLDER |
| Sanchez Levi Garrett$159M AUM | 0.15% | $236,450 | 4.9K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.15% | $267,410 | 5.6K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.14% | $4M | 77.0K | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.13% | $3M | 52.3K | Q1 2026OLDER |
| Matisse Capital$234M AUM | 0.13% | $311,220 | 6.5K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.13% | $1M | 29.7K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.13% | $6M | 115.7K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.13% | $8M | 169.5K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.12% | $317,816 | 6.6K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.12% | $5M | 97.6K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.12% | $542,624 | 11.3K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.12% | $160,877 | 3.4K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.12% | $6M | 124.7K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.12% | $8M | 171.0K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.12% | $57M | 1.19M | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.11% | $188,307 | 3.9K | Q1 2026OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.11% | $205,536 | 4.3K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.11% | $221,732 | 4.6K | Q2 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.11% | $14M | 284.5K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.11% | $3M | 65.4K | Q4 2025OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.10% | $242,790 | 5.1K | Q1 2026OLDER |
| Seaside Wealth Management, Inc.$356M AUM | 0.10% | $366,674 | 7.7K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 0.10% | $237,028 | 5.0K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.10% | $1M | 26.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.10% | $94M | 1.97M | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.10% | $13M | 272.9K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.10% | $5M | 114.1K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.09% | $1M | 24.4K | Q1 2026OLDER |
| Citrine Capital LLC$231M AUM | 0.09% | $202,485 | 4.2K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.09% | $322,808 | 6.8K | Q2 2026 |
| TCFG Investment Advisors, LLC$267M AUM | 0.09% | $230,351 | 4.8K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.09% | $230,351 | 4.8K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.08% | $316,190 | 6.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.08% | $57M | 1.18M | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.08% | $473,769 | 9.9K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 0.08% | $390,445 | 8.2K | Q1 2026OLDER |
| KELLY FINANCIAL GROUP LLC$398M AUM | 0.07% | $291,254 | 6.1K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.07% | $2M | 34.0K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.07% | $788,765 | 16.5K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.07% | $582,202 | 12.1K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.07% | $567,857 | 11.9K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.07% | $1M | 29.4K | Q1 2026OLDER |
| 25 LLC$324M AUM | 0.07% | $220,592 | 4.6K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.07% | $4M | 76.0K | Q1 2026OLDER |
| Austin Asset Management Co Inc$608M AUM | 0.07% | $406,501 | 8.5K | Q1 2026OLDER |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 0.06% | $294,739 | 6.2K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 0.06% | $947,449 | 19.8K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.06% | $298,828 | 6.2K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.06% | $3M | 72.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.06% | $12M | 249.5K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.06% | $759,380 | 15.9K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.06% | $700,301 | 14.5K | Q3 2025OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.06% | $268,118 | 5.6K | Q4 2025OLDER |
| ROGCO, LP$300M AUM | 0.06% | $166,048 | 3.5K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.05% | $4M | 90.9K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.05% | $208,996 | 4.4K | Q1 2026OLDER |
| Tanager Wealth Management LLP$1.0B AUM | 0.05% | $515,388 | 10.7K | Q4 2025OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.05% | $691,691 | 14.4K | Q4 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.05% | $4M | 77.4K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.05% | $95,760 | 2.0K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.05% | $94,467 | 2.0K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.05% | $845,627 | 17.7K | Q1 2026OLDER |
| Prudent Man Investment Management, Inc.$297M AUM | 0.05% | $86,213 | 1.8K | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.05% | $1M | 27.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.05% | $2M | 46.8K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.04% | $423,451 | 8.8K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.04% | $279,476 | 5.8K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.04% | $5M | 107.6K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.04% | $259,021 | 5.4K | Q3 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.04% | $3M | 54.0K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.04% | $3M | 52.4K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.04% | $383,471 | 8.0K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.04% | $249,290 | 5.2K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.04% | $475,328 | 9.9K | Q4 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.04% | $728,555 | 15.2K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.04% | $1M | 23.6K | Q4 2025OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.03% | $650,066 | 13.6K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.03% | $1M | 26.9K | Q1 2026OLDER |
| Verus Financial Partners, Inc.$1.1B AUM | 0.03% | $354,594 | 7.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.03% | $116M | 2.42M | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.03% | $612,072 | 12.7K | Q3 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.03% | $813,497 | 17.0K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.03% | $5M | 105.0K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.03% | $799,773 | 16.6K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.02% | $281,486 | 5.9K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.02% | $79,864 | 1.7K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.02% | $54,105 | 1.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $16M | 332.5K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.02% | $408,530 | 8.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 93.5K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.02% | $889,563 | 18.6K | Q1 2026OLDER |
| RHL GROUP, LLC$117M AUM | 0.02% | $24,030 | 502 | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $277,512 | 5.8K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $982,433 | 20.5K | Q4 2025OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.02% | $2M | 32.6K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.02% | $906,143 | 18.9K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $767,421 | 16.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $5M | 99.8K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $742,715 | 15.5K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $847,971 | 17.7K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $8M | 174.4K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.02% | $51,528 | 1.1K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.02% | $81,409 | 1.7K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $12M | 249.2K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $661,997 | 13.8K | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $2M | 37.8K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 26.9K | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.01% | $64,427 | 1.3K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.01% | $92,361 | 1.9K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.01% | $14,660 | 307 | Q2 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.01% | $84,940 | 1.8K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $221,043 | 4.6K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $8M | 165.6K | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 26.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $9M | 180.2K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.01% | $12,784 | 267 | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $566,879 | 11.8K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 0.01% | $292,715 | 6.1K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.01% | $477,938 | 10.0K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $39,110 | 817 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $5M | 102.7K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $5M | 106.0K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 36.4K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.01% | $19,870 | 415 | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 0.01% | $20,475 | 427 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $240,214 | 5.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 50.1K | Q1 2026OLDER |
| MilWealth Group LLC$420M AUM | 0.01% | $27,814 | 581 | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.01% | $433,696 | 9.1K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $284,839 | 5.9K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.01% | $6,891 | 143 | Q3 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $783,376 | 16.4K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $311,557 | 6.5K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $253,600 | 5.3K | Q3 2025OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $53,050 | 1.1K | Q2 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $138,182 | 2.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $16M | 338.9K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $13M | 278.9K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $205,884 | 4.3K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 58.1K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $35,484 | 741 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $15,083 | 315 | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $62,627 | 1.3K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.00% | $223,121 | 4.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $16M | 326.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $36M | 751.6K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $420,265 | 8.7K | Q3 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $223,530 | 4.7K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.00% | $5,410 | 113 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $416,946 | 8.7K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 66.2K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $4M | 92.6K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $399,080 | 8.3K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $5M | 95.8K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $254,135 | 5.3K | Q4 2025OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $496,037 | 10.4K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $113,054 | 2.3K | Q3 2025OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $15,083 | 315 | Q1 2026OLDER |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 0.00% | $2,542 | 53 | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $20,481 | 425 | Q3 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $282,358 | 5.9K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 22.9K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 51.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $64,291 | 1.3K | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $5M | 101.7K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $117,737 | 2.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $288,786 | 6.0K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $41,177 | 860 | Q2 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $190,200 | 4.0K | Q2 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $5M | 108.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $154,159 | 3.2K | Q4 2025OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $6,159 | 128 | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $16,577 | 344 | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $38,964 | 814 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $35,431 | 740 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $19,679 | 411 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $153,934 | 3.2K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $2M | 33.9K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $844,651 | 17.6K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $128,020 | 2.7K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 33.4K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $35,910 | 750 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $340,092 | 7.1K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $6,464 | 135 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $34,422 | 719 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $297,562 | 6.2K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $152,497 | 3.2K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.00% | $48 | 1 | Q3 2025OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.00% | $77 | 2 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $12,364 | 258 | Q2 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $26 | 1 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $64 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.