DFUSDIMENSIONAL ETF TRUST
CUSIP 25434V401 · Yahoo Finance ↗ · Google Finance ↗
Dimensional Etf Trust (DFUS) has 837 institutional holders in Filings Flow’s 13F database, together reporting 208.83M shares worth $14.9B as of Q1 2026. The largest reported holders are Prudential Financial Inc, Focus Partners Wealth, and Maseco LLP.
Institutional Holders
837
Q1 2026
Reported Value
$14.9B
Ticker
DFUS
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 3.85% | $3.1B | 44.07M | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.74% | $664M | 9.34M | Q1 2026 |
| MASECO LLP$3.2B AUM | 16.65% | $531M | 7.49M | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 20.09% | $434M | 6.13M | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 6.91% | $352M | 4.74M | Q1 2026 |
| Index Fund Advisors, Inc.$2.2B AUM | 15.80% | $351M | 4.95M | Q1 2026 |
| Plancorp, LLC$3.5B AUM | 9.39% | $330M | 4.46M | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 13.89% | $287M | 3.87M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.07% | $260M | 3.66M | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.36% | $241M | 3.39M | Q1 2026 |
| Creative Planning$147.4B AUM | 0.16% | $238M | 3.36M | Q1 2026 |
| TCI Wealth Advisors, Inc.$1.9B AUM | 12.51% | $236M | 3.32M | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.25% | $212M | 2.99M | Q1 2026 |
| Great Waters Wealth Management$1.1B AUM | 21.15% | $200M | 2.82M | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 1.81% | $180M | 2.54M | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 6.21% | $180M | 2.53M | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 2.51% | $169M | 2.18M | Q1 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH$411M AUM | 40.09% | $165M | 2.33M | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 4.64% | $129M | 1.87M | Q1 2026 |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 8.02% | $120M | 1.69M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $120M | 1.69M | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.16% | $117M | 1.65M | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.17% | $117M | 1.65M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $111M | 1.57M | Q1 2026 |
| Flagstone Financial Management$403M AUM | 26.95% | $109M | 1.53M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.03% | $99M | 1.40M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $98M | 1.38M | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 5.39% | $96M | 1.36M | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.51% | $92M | 1.30M | Q1 2026 |
| Intelligence Driven Advisers, LLC$574M AUM | 15.83% | $91M | 1.28M | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 1.92% | $86M | 1.11M | Q1 2026 |
| DiNuzzo Private Wealth, Inc.$928M AUM | 8.99% | $83M | 1.18M | Q1 2026 |
| Forum Financial Management, LP$7.1B AUM | 1.18% | $83M | 1.17M | Q1 2026 |
| Colony Family Offices, LLC$406M AUM | 20.25% | $82M | 1.16M | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.93% | $77M | 1.09M | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.15% | $72M | 1.03M | Q1 2026 |
| Foster Group, Inc.$3.8B AUM | 2.00% | $67M | 947.1K | Q1 2026 |
| PBMares Wealth Management LLC$617M AUM | 10.86% | $67M | 924.7K | Q3 2025OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 3.58% | $67M | 939.8K | Q1 2026 |
| Austin Asset Management Co Inc$608M AUM | 10.92% | $66M | 937.2K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.81% | $66M | 933.5K | Q1 2026 |
| Elser Financial Planning, Inc$2.1B AUM | 3.21% | $66M | 931.0K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.32% | $66M | 927.8K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.11% | $65M | 922.0K | Q1 2026 |
| Heritage Wealth Management, Inc./Texas$234M AUM | 27.11% | $63M | 894.6K | Q1 2026 |
| OLIO Financial Planning$361M AUM | 17.34% | $63M | 882.6K | Q1 2026 |
| Tencap Wealth Coaching, LLC$266M AUM | 22.50% | $60M | 842.2K | Q1 2026 |
| Willow Creek Wealth Management Inc.$1.2B AUM | 4.89% | $59M | 819.7K | Q3 2025OLDER |
| Wealth Management Nebraska$987M AUM | 6.00% | $59M | 835.3K | Q1 2026 |
| Quadcap Wealth Management, LLC$879M AUM | 6.67% | $59M | 827.0K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $56M | 813.5K | Q1 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 3.59% | $56M | 788.0K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.52% | $55M | 765.9K | Q1 2026 |
| Aspen Wealth Management LLC$501M AUM | 10.63% | $53M | 751.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.20% | $53M | 748.5K | Q1 2026 |
| RS CRUM INC.$517M AUM | 10.24% | $53M | 746.6K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.27% | $51M | 723.3K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.07% | $49M | 690.5K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.07% | $49M | 688.7K | Q1 2026 |
| Foundry Financial LLC$236M AUM | 20.22% | $48M | 673.2K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.10% | $48M | 672.9K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.05% | $47M | 661.4K | Q1 2026 |
| Hurlow Wealth Management Group, Inc.$420M AUM | 11.11% | $47M | 658.4K | Q1 2026 |
| Everest Management Corp.$197M AUM | 23.17% | $46M | 645.1K | Q1 2026 |
| Crown Wealth Group, LLC$340M AUM | 13.43% | $46M | 644.6K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.29% | $46M | 615.0K | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 17.90% | $46M | 643.1K | Q1 2026 |
| McLean Asset Management Corp$572M AUM | 7.97% | $46M | 642.6K | Q1 2026 |
| Crusonia Wealth Advisors LLC$485M AUM | 9.27% | $45M | 634.5K | Q1 2026 |
| Three Arch Wealth Management LLC$556M AUM | 7.34% | $41M | 575.7K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 1.29% | $41M | 575.2K | Q1 2026 |
| Pine Harbor Wealth Management, LLC$334M AUM | 11.91% | $40M | 561.3K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.04% | $39M | 552.9K | Q1 2026 |
| Graver Capital Management, LLC$132M AUM | 28.98% | $38M | 537.9K | Q1 2026 |
| Parkwoods Wealth Partners, LLC$408M AUM | 9.11% | $37M | 524.3K | Q1 2026 |
| Disciplined Equity Management, Inc.$199M AUM | 18.66% | $37M | 523.8K | Q1 2026 |
| Greenspring Advisors, LLC$1.6B AUM | 2.23% | $37M | 515.3K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 10.79% | $36M | 512.6K | Q1 2026 |
| KM Capital Management Ltd.$149M AUM | 24.06% | $36M | 443.1K | Q1 2026 |
| Heritage Investment Group, Inc.$661M AUM | 5.40% | $36M | 503.6K | Q1 2026 |
| Guardian Wealth Management, LLC$330M AUM | 10.70% | $35M | 497.3K | Q1 2026 |
| Wealthstream Advisors, Inc.$661M AUM | 5.32% | $35M | 485.6K | Q3 2025OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 3.11% | $35M | 466.9K | Q1 2026 |
| Mason & Associates Inc$516M AUM | 6.59% | $34M | 493.5K | Q1 2026 |
| TCP Asset Management, LLC$778M AUM | 4.30% | $33M | 471.4K | Q1 2026 |
| Owl Creek Wealth Partners LLC$281M AUM | 11.82% | $33M | 467.9K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.68% | $33M | 464.2K | Q1 2026 |
| AG Asset Advisory, LLC$121M AUM | 26.95% | $32M | 458.3K | Q1 2026 |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 8.74% | $32M | 455.4K | Q1 2026 |
| SC&H Financial Advisors, Inc.$663M AUM | 4.86% | $32M | 454.2K | Q1 2026 |
| CWS Financial Advisors, LLC$390M AUM | 8.05% | $31M | 443.1K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.09% | $31M | 435.9K | Q1 2026 |
| Retirement Solution LLC$423M AUM | 7.24% | $31M | 431.5K | Q1 2026 |
| DIXON FNANCIAL SERVICES, INC.$223M AUM | 13.73% | $31M | 431.2K | Q1 2026 |
| Timonier Family Office, LTD.$315M AUM | 9.02% | $28M | 383.4K | Q4 2025OLDER |
| Premier Financial Group$587M AUM | 4.63% | $27M | 378.3K | Q1 2026 |
| Investmark Advisory Group LLC$234M AUM | 10.96% | $26M | 361.1K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $25M | 359.0K | Q1 2026 |
| Royal Harbor Partners, LLC$295M AUM | 8.61% | $25M | 358.7K | Q1 2026 |
| Penserra Capital Management LLC$8.5B AUM | 0.30% | $25M | 358.2K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 1.18% | $25M | 357.1K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.69% | $25M | 355.0K | Q1 2026 |
| Sterling Wealth Advisors Inc$175M AUM | 13.98% | $25M | 317.1K | Q1 2026 |
| Allodium Investment Consultants, LLC$209M AUM | 11.72% | $24M | 345.1K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 1.65% | $24M | 332.9K | Q1 2026 |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 4.34% | $23M | 319.7K | Q1 2026 |
| Meritas Wealth Management, LLC$221M AUM | 9.89% | $22M | 308.5K | Q1 2026 |
| CLARIS ADVISORS, LLC / MO /$334M AUM | 6.55% | $22M | 308.4K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $22M | 306.9K | Q1 2026 |
| Babb Wealth Advisors LLC$183M AUM | 11.77% | $22M | 303.5K | Q1 2026 |
| Trinity Financial Advisors LLC$389M AUM | 6.11% | $21M | 302.8K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.21% | $21M | 300.5K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.05% | $21M | 296.7K | Q1 2026 |
| Bernardo Wealth Planning LLC$511M AUM | 3.97% | $20M | 286.2K | Q1 2026 |
| McMill Wealth Management$376M AUM | 5.68% | $20M | 272.5K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $20M | 283.6K | Q1 2026 |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 9.85% | $20M | 281.1K | Q1 2026 |
| Cypress Point Wealth Management, LLC$464M AUM | 4.19% | $19M | 274.2K | Q1 2026 |
| Pillar Financial Advisors, LLC$171M AUM | 11.27% | $19M | 272.0K | Q1 2026 |
| Ruedi Wealth Management, Inc.$388M AUM | 4.93% | $19M | 269.7K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.08% | $19M | 269.3K | Q1 2026 |
| American Capital Advisory, LLC$248M AUM | 7.65% | $19M | 267.3K | Q1 2026 |
| Summit X, LLC$0 AUM | 3.53% | $19M | 282.7K | Q2 2025OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.31% | $18M | 252.5K | Q1 2026 |
| Security Financial Services, INC.$632M AUM | 2.80% | $18M | 250.0K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.60% | $18M | 248.1K | Q1 2026 |
| Mendota Financial Group, LLC$161M AUM | 12.92% | $17M | 246.0K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 1.39% | $17M | 245.1K | Q1 2026 |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 4.13% | $17M | 241.4K | Q1 2026 |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 4.39% | $17M | 234.1K | Q1 2026 |
| GEM Asset Management, LLC$227M AUM | 7.30% | $17M | 233.2K | Q1 2026 |
| Warburton Capital Management, LLC$205M AUM | 8.00% | $16M | 221.3K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.03% | $16M | 230.9K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.79% | $16M | 230.3K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.32% | $16M | 229.0K | Q1 2026 |
| Broadhurst Jeffrey B$96M AUM | 16.80% | $16M | 218.1K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.18% | $16M | 225.1K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $16M | 223.7K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.50% | $16M | 220.4K | Q1 2026 |
| Tassel Capital Management, Inc.$184M AUM | 8.31% | $15M | 215.8K | Q1 2026 |
| KPP Advisory Services LLC$689M AUM | 2.19% | $15M | 212.8K | Q1 2026 |
| Capstone Wealth Management, LLC$143M AUM | 10.49% | $15M | 212.2K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.25% | $14M | 194.5K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $14M | 203.3K | Q1 2026 |
| Kraft, Davis & Associates, LLC$479M AUM | 3.04% | $14M | 182.5K | Q1 2026 |
| Investment Advisory Group, LLC$393M AUM | 3.62% | $14M | 201.0K | Q1 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$112M AUM | 12.55% | $14M | 198.9K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 1.25% | $14M | 196.6K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.11% | $14M | 196.3K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.03% | $14M | 192.3K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.09% | $13M | 189.4K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $13M | 189.6K | Q1 2026 |
| David Wealth Management LLC$134M AUM | 9.75% | $13M | 195.4K | Q2 2025OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 1.93% | $13M | 180.7K | Q1 2026 |
| Concord Wealth Partners$770M AUM | 1.62% | $12M | 175.7K | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 3.27% | $12M | 175.5K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.10% | $12M | 175.4K | Q1 2026 |
| American Investment Services, Inc.$448M AUM | 2.74% | $12M | 173.4K | Q1 2026 |
| SUTTON PLACE INVESTORS LLC$183M AUM | 6.65% | $12M | 171.5K | Q1 2026 |
| Indivisible Partners$1.1B AUM | 1.07% | $12M | 170.6K | Q1 2026 |
| AWM CAPITAL, LLC$1.1B AUM | 1.07% | $12M | 166.5K | Q1 2026 |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 7.51% | $12M | 149.0K | Q1 2026 |
| Alpha Financial Advisors, LLC$326M AUM | 3.54% | $12M | 162.7K | Q1 2026 |
| Wealth Advisory Team LLC$113M AUM | 9.98% | $11M | 152.2K | Q4 2025OLDER |
| Warwick Investment Management, Inc.$690M AUM | 1.63% | $11M | 158.9K | Q1 2026 |
| Physician Wealth Solutions Inc.$242M AUM | 4.63% | $11M | 157.7K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.58% | $11M | 156.7K | Q1 2026 |
| FCG Investment Co$228M AUM | 4.81% | $11M | 154.6K | Q1 2026 |
| Embree Financial Group$849M AUM | 1.29% | $11M | 153.9K | Q1 2026 |
| Envision Financial Planning, LLC$276M AUM | 3.95% | $11M | 153.8K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.75% | $11M | 140.5K | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 1.64% | $11M | 150.5K | Q1 2026 |
| Cedar Point Capital Partners, LLC$154M AUM | 6.77% | $10M | 147.0K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.28% | $10M | 147.0K | Q1 2026 |
| BostonPremier Wealth LLC$194M AUM | 5.36% | $10M | 146.2K | Q1 2026 |
| RF&L WEALTH MANAGEMENT, LLC$134M AUM | 7.74% | $10M | 145.8K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.20% | $10M | 143.4K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.65% | $10M | 139.9K | Q3 2025OLDER |
| Tillman Hartley LLC$398M AUM | 2.52% | $10M | 141.5K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.05% | $10M | 141.4K | Q1 2026 |
| Fund Evaluation Group, LLC$3.3B AUM | 0.31% | $10M | 140.8K | Q1 2026 |
| Concord Asset Management, LLC/VA$592M AUM | 1.50% | $10M | 148.9K | Q2 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.37% | $10M | 139.6K | Q1 2026 |
| Binnacle Investments Inc$170M AUM | 5.78% | $10M | 135.5K | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.15% | $10M | 134.2K | Q1 2026 |
| Team Hewins, LLC$337M AUM | 2.83% | $10M | 134.1K | Q1 2026 |
| Coston, McIsaac & Partners$443M AUM | 2.12% | $9M | 132.7K | Q1 2026 |
| Herold Advisors, Inc.$455M AUM | 2.06% | $9M | 132.1K | Q1 2026 |
| Topsail Wealth Management, LLC$678M AUM | 1.32% | $9M | 126.2K | Q1 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.97% | $9M | 123.9K | Q1 2026 |
| VSM Wealth Advisory, LLC$335M AUM | 2.61% | $9M | 123.4K | Q1 2026 |
| Seneschal Advisors, LLC$135M AUM | 6.45% | $9M | 122.5K | Q1 2026 |
| Richard Young Associates, Ltd.$132M AUM | 6.57% | $9M | 122.0K | Q1 2026 |
| SB Capital Management Inc$273M AUM | 3.09% | $8M | 113.7K | Q4 2025OLDER |
| Edge Financial Advisors LLC$97M AUM | 3.72% | $8M | 114.8K | Q3 2025OLDER |
| LVZ, Inc.$984M AUM | 0.95% | $8M | 117.2K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.02% | $8M | 116.7K | Q1 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC$251M AUM | 3.28% | $8M | 116.4K | Q1 2026 |
| Yardley Wealth Management LLC$195M AUM | 4.19% | $8M | 115.4K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 1.29% | $8M | 113.1K | Q1 2026 |
| FMB WEALTH MANAGEMENT$242M AUM | 3.33% | $8M | 113.5K | Q1 2026 |
| JDH Wealth Management, LLC$148M AUM | 5.39% | $8M | 112.8K | Q1 2026 |
| Hemington Wealth Management$769M AUM | 1.03% | $8M | 109.3K | Q3 2025OLDER |
| Altiora Financial Group, LLC$607M AUM | 1.30% | $8M | 111.6K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.22% | $8M | 110.7K | Q1 2026 |
| SeaBridge Investment Advisors LLC$591M AUM | 1.32% | $8M | 110.3K | Q1 2026 |
| Capstone Wealth Management, Inc.$118M AUM | 6.60% | $8M | 108.5K | Q1 2026 |
| Grunden Financial Advisory, Inc.$256M AUM | 3.04% | $8M | 104.9K | Q4 2025OLDER |
| Lauterbach Financial Advisors, LLC$205M AUM | 3.72% | $8M | 107.3K | Q1 2026 |
| Kondo Wealth Advisors, Inc.$266M AUM | 2.86% | $8M | 107.1K | Q1 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM | 1.61% | $7M | 105.5K | Q1 2026 |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.83% | $7M | 104.9K | Q1 2026 |
| CPA Asset Management Group, LLC$347M AUM | 2.48% | $7M | 104.4K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $7M | 104.1K | Q1 2026 |
| KRAFT ASSET MANAGEMENT, LLC$108M AUM | 6.79% | $7M | 108.8K | Q2 2025OLDER |
| SEMITAM BONAM LLC$122M AUM | 5.94% | $7M | 102.5K | Q1 2026 |
| Ridgeline Wealth, LLC$171M AUM | 5.10% | $7M | 100.3K | Q1 2026 |
| Burk Holdings LLC$233M AUM | 3.03% | $7M | 99.8K | Q1 2026 |
| Arista Wealth Management, LLC$927M AUM | 0.86% | $7M | 99.5K | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.57% | $7M | 97.3K | Q1 2026 |
| EnRich Financial Partners LLC$377M AUM | 1.82% | $7M | 96.9K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.70% | $7M | 93.2K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.20% | $7M | 93.1K | Q1 2026 |
| Gradient Investments LLC$7.2B AUM | 0.10% | $7M | 92.8K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.37% | $7M | 92.3K | Q1 2026 |
| Aurelius Family Office LLC$230M AUM | 2.82% | $6M | 91.4K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.03% | $6M | 89.4K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $6M | 88.2K | Q1 2026 |
| Gemmer Asset Management LLC$1.3B AUM | 0.49% | $6M | 88.1K | Q1 2026 |
| Bridgewater Advisors Inc.$1.7B AUM | 0.37% | $6M | 76.8K | Q1 2026 |
| Innovative Wealth Building LLC$142M AUM | 4.34% | $6M | 87.0K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.11% | $6M | 86.4K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $6M | 85.0K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.11% | $6M | 76.9K | Q1 2026 |
| Elm Partners Management LLC$2.3B AUM | 0.25% | $6M | 85.0K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.04% | $6M | 82.4K | Q1 2026 |
| Symmetry Partners, LLC$1.8B AUM | 0.33% | $6M | 81.5K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.05% | $6M | 78.5K | Q1 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 2.21% | $5M | 77.5K | Q1 2026 |
| Vantage Point Financial LLC$285M AUM | 1.92% | $5M | 77.3K | Q1 2026 |
| Oakmont Advisory Group, LLC$98M AUM | 5.46% | $5M | 75.7K | Q1 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC$171M AUM | 3.12% | $5M | 72.3K | Q4 2025OLDER |
| SNS Financial Group, LLC$1.2B AUM | 0.46% | $5M | 75.0K | Q1 2026 |
| DBK Financial Counsel, LLC$132M AUM | 4.07% | $5M | 71.5K | Q4 2025OLDER |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 4.17% | $5M | 73.8K | Q1 2026 |
| CLG LLC$403M AUM | 1.29% | $5M | 73.3K | Q1 2026 |
| Independent Wealth Network Inc.$337M AUM | 1.54% | $5M | 73.2K | Q1 2026 |
| GK Wealth Management LLC$190M AUM | 4.51% | $5M | 75.3K | Q1 2026 |
| DWR WEALTH MANAGEMENT, LLC$134M AUM | 4.51% | $5M | 75.3K | Q1 2026 |
| Oak Wealth Advisors LLC$182M AUM | 2.85% | $5M | 73.1K | Q1 2026 |
| Financial Connections Group, Inc.$288M AUM | 1.77% | $5M | 71.9K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.03% | $5M | 75.1K | Q2 2025OLDER |
| Avant Financial Advisors LLC$161M AUM | 3.49% | $5M | 70.0K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.04% | $5M | 69.8K | Q1 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.15% | $5M | 69.5K | Q1 2026 |
| Nova R Wealth, Inc.$313M AUM | 1.56% | $5M | 69.0K | Q1 2026 |
| Factor Wealth Management LTD$661M AUM | 0.92% | $5M | 68.9K | Q1 2026 |
| Frankly Finances, LLC$110M AUM | 4.33% | $5M | 67.4K | Q1 2026 |
| Ariadne Wealth Management, LP$223M AUM | 2.15% | $5M | 67.4K | Q1 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 1.16% | $5M | 67.4K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.06% | $5M | 66.1K | Q1 2026 |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 2.19% | $5M | 65.8K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.15% | $5M | 61.5K | Q4 2025OLDER |
| Capital Investment Management, Inc.$291M AUM | 1.59% | $5M | 65.3K | Q1 2026 |
| Hardy Reed LLC$1.4B AUM | 0.33% | $5M | 64.0K | Q1 2026 |
| CPC Advisors, LLC$617M AUM | 0.73% | $5M | 63.8K | Q1 2026 |
| Black Diamond Financial, LLC$916M AUM | 0.47% | $4M | 59.6K | Q4 2025OLDER |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC$167M AUM | 2.64% | $4M | 62.4K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.02% | $4M | 60.9K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.01% | $4M | 60.0K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $4M | 59.7K | Q1 2026 |
| Platform Wealth Management, LLC$376M AUM | 1.13% | $4M | 57.1K | Q4 2025OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.14% | $4M | 58.8K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.07% | $4M | 58.3K | Q1 2026 |
| HTG Investment Advisors, Inc.$352M AUM | 1.17% | $4M | 57.9K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 56.2K | Q3 2025OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 0.14% | $4M | 57.1K | Q1 2026 |
| Werba Rubin Papier Wealth Management$718M AUM | 0.56% | $4M | 57.1K | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 2.09% | $4M | 55.6K | Q1 2026 |
| Clarity Capital Advisors, LLC$215M AUM | 1.84% | $4M | 55.6K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.11% | $4M | 54.6K | Q1 2026 |
| Squire Investment Management Company, LLC$360M AUM | 1.08% | $4M | 55.0K | Q1 2026 |
| L.K. Benson & Company, P.C.$302M AUM | 1.28% | $4M | 54.7K | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.37% | $4M | 54.4K | Q1 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.26% | $4M | 54.0K | Q1 2026 |
| Clark Asset Management, LLC$1.3B AUM | 0.36% | $4M | 53.6K | Q1 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.05% | $4M | 53.1K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.06% | $4M | 51.9K | Q1 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$390M AUM | 1.04% | $4M | 51.3K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $4M | 51.0K | Q1 2026 |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 2.25% | $4M | 50.3K | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 1.41% | $4M | 50.0K | Q1 2026 |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 3.39% | $4M | 49.9K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.02% | $4M | 49.6K | Q1 2026 |
| Kathleen S. Wright Associates Inc.$270M AUM | 1.30% | $4M | 48.3K | Q3 2025OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 0.95% | $3M | 48.9K | Q1 2026 |
| Red Door Wealth Management, LLC$962M AUM | 0.36% | $3M | 48.7K | Q1 2026 |
| Financial Council, LLC$259M AUM | 1.32% | $3M | 48.4K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.01% | $3M | 48.0K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.19% | $3M | 47.9K | Q1 2026 |
| Canvas Wealth Advisors, LLC$588M AUM | 0.57% | $3M | 47.2K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.08% | $3M | 47.1K | Q1 2026 |
| Everest Financial Group LLC$607M AUM | 0.55% | $3M | 47.0K | Q1 2026 |
| V2 Financial group LLC$215M AUM | 1.52% | $3M | 46.2K | Q1 2026 |
| Caerus Investment Advisors, LLC$240M AUM | 1.06% | $3M | 44.0K | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.33% | $3M | 45.5K | Q1 2026 |
| Ponta Wealth Partners, LLC$124M AUM | 2.56% | $3M | 45.0K | Q1 2026 |
| Navigate Wealth Management, LLC$142M AUM | 2.19% | $3M | 40.5K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.04% | $3M | 42.8K | Q1 2026 |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.28% | $3M | 42.7K | Q1 2026 |
| Acorn Wealth Advisors, LLC$343M AUM | 0.88% | $3M | 42.4K | Q1 2026 |
| Twin Cities Retirement Group LLC$117M AUM | 2.74% | $3M | 42.3K | Q1 2026 |
| 21 West Wealth Management LLC$108M AUM | 2.76% | $3M | 41.9K | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.09% | $3M | 41.4K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.04% | $3M | 40.9K | Q1 2026 |
| Shearwater Capital LLC$209M AUM | 1.52% | $3M | 40.9K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.02% | $3M | 40.9K | Q1 2026 |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.31% | $3M | 40.6K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $3M | 40.1K | Q1 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.97% | $3M | 40.0K | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.25% | $3M | 39.8K | Q1 2026 |
| Brooklyn FI, LLC$476M AUM | 0.59% | $3M | 39.7K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $3M | 39.6K | Q1 2026 |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.95% | $3M | 37.7K | Q4 2025OLDER |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 2.19% | $3M | 39.2K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 39.1K | Q1 2026 |
| LAM GROUP, INC.$182M AUM | 1.52% | $3M | 39.0K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $3M | 38.8K | Q1 2026 |
| Donalies Financial Planning, LLC$117M AUM | 2.32% | $3M | 38.5K | Q1 2026 |
| Parkworth Wealth Management, Inc.$139M AUM | 1.96% | $3M | 40.5K | Q2 2025OLDER |
| Kane Co Wealth Management, Inc.$119M AUM | 2.21% | $3M | 37.0K | Q1 2026 |
| Centennial Bank/AR/$279M AUM | 0.94% | $3M | 36.8K | Q1 2026 |
| Walleye Partners, LLC$81M AUM | 3.19% | $3M | 36.6K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.17% | $3M | 36.2K | Q1 2026 |
| RAM Investment Partners, LLC$569M AUM | 0.45% | $3M | 36.1K | Q1 2026 |
| Applied Capital LLC$268M AUM | 0.95% | $3M | 35.9K | Q1 2026 |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.21% | $3M | 35.9K | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.70% | $3M | 35.7K | Q1 2026 |
| Merited Wealth, LLC$121M AUM | 2.10% | $3M | 35.7K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $3M | 35.6K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $3M | 35.4K | Q1 2026 |
| LJI Wealth Management, LLC$626M AUM | 0.40% | $2M | 35.2K | Q1 2026 |
| Accurate Wealth Management, LLC$831M AUM | 0.30% | $2M | 33.5K | Q1 2026 |
| ETF Portfolio Partners, Inc.$381M AUM | 0.65% | $2M | 35.0K | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.01% | $2M | 34.2K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.34% | $2M | 34.2K | Q1 2026 |
| AMARILLO NATIONAL BANK$566M AUM | 0.43% | $2M | 34.0K | Q1 2026 |
| Life Planning Partners, Inc$131M AUM | 1.82% | $2M | 33.7K | Q1 2026 |
| Heck Capital Advisors, LLC$1.3B AUM | 0.18% | $2M | 33.4K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.17% | $2M | 33.2K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 32.5K | Q1 2026 |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.05% | $2M | 31.7K | Q3 2025OLDER |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 0.21% | $2M | 32.0K | Q1 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.10% | $2M | 31.9K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 31.8K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.02% | $2M | 31.7K | Q1 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.28% | $2M | 31.3K | Q1 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC$125M AUM | 1.78% | $2M | 31.2K | Q1 2026 |
| FFT WEALTH MANAGEMENT LLC$552M AUM | 0.40% | $2M | 31.2K | Q1 2026 |
| Old Peak Finance LLC$171M AUM | 1.29% | $2M | 31.1K | Q1 2026 |
| Align Financial, LLC$176M AUM | 1.25% | $2M | 31.0K | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.27% | $2M | 30.8K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.01% | $2M | 29.2K | Q4 2025OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.14% | $2M | 30.2K | Q1 2026 |
| Yoder Wealth Management, Inc.$219M AUM | 0.97% | $2M | 30.1K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $2M | 30.1K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.01% | $2M | 29.9K | Q1 2026 |
| BCO Wealth Management LLC$166M AUM | 1.27% | $2M | 29.8K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.11% | $2M | 29.4K | Q1 2026 |
| E-Wealth Partners, LLC$124M AUM | 1.75% | $2M | 28.0K | Q1 2026 |
| Syverson Strege & Co$416M AUM | 0.49% | $2M | 28.8K | Q1 2026 |
| Dodds Wealth, LLC$407M AUM | 0.49% | $2M | 28.4K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.03% | $2M | 28.1K | Q1 2026 |
| Cambridge Financial Group, LLC$295M AUM | 0.67% | $2M | 28.1K | Q1 2026 |
| Winthrop Advisory Group LLC$1.2B AUM | 0.16% | $2M | 28.1K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2M | 27.9K | Q1 2026 |
| Sensible Money, LLC$329M AUM | 0.60% | $2M | 27.8K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.05% | $2M | 27.7K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.10% | $2M | 27.0K | Q1 2026 |
| Diversified Portfolios, Inc.$1.2B AUM | 0.16% | $2M | 27.0K | Q1 2026 |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 0.38% | $2M | 26.8K | Q1 2026 |
| Biltmore Family Office, LLC$716M AUM | 0.26% | $2M | 26.4K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.65% | $2M | 26.4K | Q1 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.12% | $2M | 25.2K | Q4 2025OLDER |
| Lakeshore Financial Planning, Inc.$276M AUM | 0.68% | $2M | 26.3K | Q1 2026 |
| Belleair Asset Management, LLC$110M AUM | 1.67% | $2M | 25.8K | Q1 2026 |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.04% | $2M | 25.4K | Q1 2026 |
| WNY Asset Management, LLC$967M AUM | 0.18% | $2M | 24.6K | Q1 2026 |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 0.13% | $2M | 24.5K | Q1 2026 |
| Citrine Capital LLC$231M AUM | 0.75% | $2M | 24.5K | Q1 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 0.10% | $2M | 24.4K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.03% | $2M | 24.1K | Q1 2026 |
| Falcon Wealth Planning$1.5B AUM | 0.12% | $2M | 24.1K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.02% | $2M | 23.9K | Q1 2026 |
| Bell Bank$2.4B AUM | 0.07% | $2M | 23.8K | Q1 2026 |
| JT Stratford LLC$786M AUM | 0.21% | $2M | 23.8K | Q1 2026 |
| Silver Oak Advisory Group, Inc.$232M AUM | 0.73% | $2M | 23.7K | Q1 2026 |
| K2 Financial Inc.$138M AUM | 1.22% | $2M | 21.7K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $2M | 23.6K | Q1 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 0.09% | $2M | 23.6K | Q1 2026 |
| Truepoint, Inc.$4.5B AUM | 0.04% | $2M | 23.4K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 23.2K | Q1 2026 |
| Red Tortoise LLC$240M AUM | 0.68% | $2M | 23.2K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $2M | 23.1K | Q1 2026 |
| Samalin Investment Counsel, LLC$282M AUM | 0.58% | $2M | 23.0K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.01% | $2M | 22.7K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 22.6K | Q1 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.25% | $2M | 22.2K | Q1 2026 |
| Beacon Financial Strategies CORP$201M AUM | 0.90% | $2M | 22.2K | Q1 2026 |
| Five Oceans Advisors$311M AUM | 0.57% | $2M | 22.2K | Q1 2026 |
| Cambria Investment Management, L.P.$1.8B AUM | 0.11% | $2M | 23.5K | Q2 2025OLDER |
| Wick Capital Partners, LLC$548M AUM | 0.28% | $2M | 22.0K | Q1 2026 |
| Long Island Wealth Management, Inc.$216M AUM | 0.72% | $2M | 21.9K | Q1 2026 |
| SwitchPoint Financial Planning, LLC$147M AUM | 1.03% | $2M | 21.5K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.02% | $2M | 21.4K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 20.3K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 21.1K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.08% | $1M | 21.0K | Q1 2026 |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.34% | $1M | 20.8K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.01% | $1M | 20.4K | Q1 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 1.10% | $1M | 20.4K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.11% | $1M | 19.5K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.03% | $1M | 19.3K | Q1 2026 |
| BWM Planning, LLC$379M AUM | 0.36% | $1M | 19.3K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.05% | $1M | 22.5K | Q1 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.02% | $1M | 18.8K | Q1 2026 |
| Apollon Financial, LLC$723M AUM | 0.18% | $1M | 18.8K | Q1 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.13% | $1M | 18.5K | Q1 2026 |
| Parkside Investments, LLC$823M AUM | 0.16% | $1M | 18.5K | Q1 2026 |
| Vistica Wealth Advisors, LLC$100M AUM | 1.30% | $1M | 18.4K | Q1 2026 |
| First Financial Group Corp$122M AUM | 1.05% | $1M | 18.2K | Q1 2026 |
| Professional Financial Advisors, LLC$578M AUM | 0.26% | $1M | 17.9K | Q1 2026 |
| CRA Financial Services, LLC$770M AUM | 0.16% | $1M | 17.8K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.03% | $1M | 17.7K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.02% | $1M | 17.5K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.03% | $1M | 17.3K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 17.0K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $1M | 17.0K | Q1 2026 |
| Aviance Capital Partners, LLC$854M AUM | 0.14% | $1M | 17.0K | Q1 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 1.01% | $1M | 16.9K | Q1 2026 |
| Tactive Advisors, LLC$406M AUM | 0.34% | $1M | 16.8K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.01% | $1M | 16.8K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.09% | $1M | 16.8K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.15% | $1M | 16.4K | Q3 2025OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.07% | $1M | 17.6K | Q2 2025OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.03% | $1M | 16.6K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.06% | $1M | 16.5K | Q1 2026 |
| SpringVest Wealth Management LLC$146M AUM | 0.80% | $1M | 16.5K | Q1 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.13% | $1M | 16.5K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $1M | 16.5K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.05% | $1M | 16.5K | Q1 2026 |
| Valued Wealth Advisors LLC$247M AUM | 0.47% | $1M | 16.3K | Q1 2026 |
| LifeSteps Financial, Inc.$158M AUM | 0.73% | $1M | 16.3K | Q1 2026 |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.04% | $1M | 16.0K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.04% | $1M | 16.0K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.03% | $1M | 15.8K | Q1 2026 |
| London & Capital Asset Management Ltd$9.2B AUM | 0.01% | $1M | 15.7K | Q1 2026 |
| Onyx Financial Advisors, LLC$241M AUM | 0.46% | $1M | 15.7K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.06% | $1M | 15.7K | Q1 2026 |
| Clarity Wealth Development LLC$123M AUM | 0.90% | $1M | 15.5K | Q1 2026 |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.24% | $1M | 15.5K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.01% | $1M | 15.5K | Q1 2026 |
| Financial Plan, Inc.$933M AUM | 0.12% | $1M | 15.4K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.04% | $1M | 15.0K | Q1 2026 |
| 25 LLC$324M AUM | 0.33% | $1M | 15.0K | Q1 2026 |
| Vigil Wealth Management, LLC$124M AUM | 0.85% | $1M | 14.9K | Q1 2026 |
| North Ridge Wealth Advisors, Inc.$178M AUM | 0.58% | $1M | 14.6K | Q1 2026 |
| Cadence Bank$1.7B AUM | 0.06% | $1M | 13.9K | Q4 2025OLDER |
| Mustard Seed Financial, LLC$167M AUM | 0.61% | $1M | 14.4K | Q1 2026 |
| Montz Harcus Wealth Management LLC$248M AUM | 0.41% | $1M | 14.4K | Q1 2026 |
| Francis Financial, Inc.$539M AUM | 0.19% | $1M | 14.4K | Q1 2026 |
| Avail Investment Partners, LLC$94M AUM | 1.09% | $1M | 14.3K | Q1 2026 |
| Investment Research Partners LLC$246M AUM | 0.41% | $1M | 14.3K | Q1 2026 |
| WorthPointe, LLC$369M AUM | 0.27% | $1M | 14.2K | Q1 2026 |
| WestHill Financial Advisors, Inc.$523M AUM | 0.19% | $1M | 14.2K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.23% | $1M | 14.2K | Q1 2026 |
| Summit Asset Management, LLC$719M AUM | 0.14% | $998,200 | 14.1K | Q1 2026 |
| Prism Planning Partners LLC$85M AUM | 1.17% | $992,545 | 14.0K | Q1 2026 |
| Financial Harvest, LLC$170M AUM | 0.58% | $992,244 | 14.0K | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.04% | $990,031 | 13.7K | Q3 2025OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.10% | $987,422 | 13.9K | Q1 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.02% | $983,445 | 13.9K | Q1 2026 |
| Prestige Wealth Management Group LLC$509M AUM | 0.19% | $982,388 | 13.9K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $973,857 | 13.6K | Q1 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.26% | $954,165 | 13.5K | Q1 2026 |
| Forum Private Client Group LLC$300M AUM | 0.32% | $952,106 | 13.4K | Q1 2026 |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 0.64% | $950,899 | 13.4K | Q1 2026 |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.07% | $932,606 | 13.2K | Q1 2026 |
| SP Asset Management LLC$1.1B AUM | 0.08% | $932,606 | 13.2K | Q1 2026 |
| Milestone Asset Management Group, LLC$171M AUM | 0.54% | $931,489 | 13.1K | Q1 2026 |
| Calydon Capital$613M AUM | 0.15% | $931,024 | 13.1K | Q1 2026 |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.54% | $928,779 | 13.1K | Q1 2026 |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 0.20% | $919,828 | 13.0K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $918,278 | 12.9K | Q1 2026 |
| Cogent Private Wealth, Inc.$139M AUM | 0.66% | $914,597 | 12.9K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.02% | $912,328 | 12.9K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $908,995 | 12.8K | Q1 2026 |
| WPWealth LLP$654M AUM | 0.14% | $908,499 | 12.8K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.02% | $898,501 | 12.7K | Q1 2026 |
| Private Advisory Group LLC$1.5B AUM | 0.06% | $897,088 | 12.7K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.