DISVDIMENSIONAL ETF TRUST
CUSIP 25434V781 · Yahoo Finance ↗ · Google Finance ↗
Dimensional Etf Trust (DISV) has 451 institutional holders in Filings Flow’s 13F database, together reporting 90.39M shares worth $3.5B as of Q1 2026. The largest reported holders are Focus Partners Wealth, Mather Group, LLC., and Forum Financial Management, LP.
Institutional Holders
451
Q1 2026
Reported Value
$3.5B
Ticker
DISV
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| NorthAvenue LLC$126M AUM | 17.08% | $21M | 544.8K | Q1 2026OLDER |
| Miramar Fiduciary Corp$122M AUM | 13.21% | $16M | 408.6K | Q1 2026OLDER |
| Financial Harvest, LLC$170M AUM | 11.62% | $20M | 500.4K | Q1 2026OLDER |
| Kilner Capital Advisors, LLC$104M AUM | 11.05% | $12M | 292.5K | Q1 2026OLDER |
| Twin Cities Retirement Group LLC$117M AUM | 10.33% | $12M | 300.6K | Q2 2026 |
| MB Generational Wealth, LLC$181M AUM | 9.61% | $17M | 440.8K | Q1 2026OLDER |
| William Mack & Associates, Inc.$175M AUM | 8.40% | $15M | 372.8K | Q1 2026OLDER |
| GREAT OAK CAPITAL PARTNERS, LLC$430M AUM | 8.06% | $35M | 838.3K | Q1 2026OLDER |
| Vistica Wealth Advisors, LLC$100M AUM | 6.20% | $6M | 157.8K | Q1 2026OLDER |
| Integris Wealth Management, LLC$435M AUM | 5.71% | $25M | 629.4K | Q1 2026OLDER |
| Equita Financial Network, Inc.$318M AUM | 5.70% | $18M | 459.9K | Q1 2026OLDER |
| FISCHER INVESTMENT STRATEGIES, LLC$171M AUM | 5.58% | $10M | 242.6K | Q2 2026 |
| Shotwell Rutter Baer Inc$170M AUM | 5.20% | $9M | 224.4K | Q1 2026OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 5.19% | $10M | 244.2K | Q1 2026OLDER |
| Meritas Wealth Management, LLC$221M AUM | 5.18% | $11M | 290.2K | Q1 2026OLDER |
| Keyes, Stange & Wooten Wealth Management, LLC$224M AUM | 5.13% | $11M | 291.4K | Q1 2026OLDER |
| Financial Architects, LLC$190M AUM | 5.07% | $10M | 243.9K | Q1 2026OLDER |
| Premier Financial Group$587M AUM | 5.04% | $30M | 737.4K | Q1 2026OLDER |
| Clarity Wealth Development LLC$123M AUM | 4.87% | $6M | 151.1K | Q1 2026OLDER |
| Physician Wealth Solutions Inc.$242M AUM | 4.64% | $11M | 284.4K | Q1 2026OLDER |
| EQ WEALTH ADVISORS, LLC$171M AUM | 4.62% | $8M | 200.6K | Q1 2026OLDER |
| Yardley Wealth Management LLC$195M AUM | 4.60% | $9M | 227.8K | Q1 2026OLDER |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 4.58% | $19M | 468.9K | Q2 2026 |
| Astra Wealth Partners LLC$168M AUM | 4.29% | $7M | 182.3K | Q1 2026OLDER |
| DRAVO BAY LLC$246M AUM | 4.14% | $10M | 258.5K | Q1 2026OLDER |
| Seaside Wealth Management, Inc.$356M AUM | 4.10% | $15M | 369.2K | Q1 2026OLDER |
| Shakespeare Wealth Management, LLC$422M AUM | 3.95% | $17M | 422.8K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 3.86% | $7M | 177.9K | Q1 2026OLDER |
| Sensible Money, LLC$329M AUM | 3.75% | $12M | 312.9K | Q1 2026OLDER |
| Guardian Wealth Management, LLC$330M AUM | 3.70% | $12M | 306.1K | Q1 2026OLDER |
| Hassell Wealth Management, LLC$298M AUM | 3.60% | $11M | 272.2K | Q1 2026OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 3.50% | $39M | 945.4K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 3.47% | $12M | 296.4K | Q1 2026OLDER |
| SB Capital Management Inc$273M AUM | 3.44% | $9M | 246.8K | Q4 2025OLDER |
| Longview Financial Advisors LLC$184M AUM | 3.42% | $6M | 159.6K | Q1 2026OLDER |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 3.40% | $36M | 910.1K | Q1 2026OLDER |
| Financial Symmetry Inc$281M AUM | 3.38% | $10M | 230.5K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 3.37% | $48M | 1.22M | Q1 2026OLDER |
| Avant Financial Advisors LLC$161M AUM | 3.35% | $5M | 134.0K | Q2 2026 |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 3.22% | $17M | 426.4K | Q1 2026OLDER |
| Rather & Kittrell, Inc.$648M AUM | 3.14% | $20M | 515.7K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 3.13% | $221M | 5.61M | Q1 2026OLDER |
| JDH Wealth Management, LLC$148M AUM | 3.12% | $5M | 117.5K | Q1 2026OLDER |
| Parkwoods Wealth Partners, LLC$408M AUM | 3.12% | $13M | 322.9K | Q1 2026OLDER |
| United Wealth Management, LLC$402M AUM | 3.05% | $12M | 311.4K | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 2.96% | $8M | 199.1K | Q1 2026OLDER |
| Kane Co Wealth Management, Inc.$119M AUM | 2.93% | $3M | 88.2K | Q1 2026OLDER |
| Wealth Advisors Northwest LLC$238M AUM | 2.90% | $7M | 175.1K | Q1 2026OLDER |
| Navigate Wealth Management, LLC$142M AUM | 2.86% | $4M | 99.8K | Q1 2026OLDER |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 2.83% | $5M | 125.0K | Q1 2026OLDER |
| Golden Bell Financial Planning LLC$125M AUM | 2.79% | $3M | 88.7K | Q1 2026OLDER |
| Planning Center, Inc.$987M AUM | 2.75% | $27M | 688.5K | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 2.75% | $26M | 646.7K | Q1 2026OLDER |
| Squire Investment Management Company, LLC$360M AUM | 2.69% | $10M | 245.4K | Q1 2026OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 2.59% | $3M | 73.6K | Q1 2026OLDER |
| Trailhead Planners LLC$104M AUM | 2.55% | $3M | 67.4K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 2.53% | $21M | 540.3K | Q1 2026OLDER |
| Corus Family Wealth Advisors$123M AUM | 2.52% | $3M | 78.4K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 2.51% | $47M | 1.19M | Q1 2026OLDER |
| CLARIS ADVISORS, LLC / MO /$334M AUM | 2.39% | $8M | 202.1K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 2.38% | $49M | 1.21M | Q2 2026 |
| Private Wealth Management Group, LLC$381M AUM | 2.37% | $9M | 229.1K | Q1 2026OLDER |
| 25 LLC$324M AUM | 2.36% | $8M | 194.1K | Q1 2026OLDER |
| Foundry Financial LLC$236M AUM | 2.30% | $5M | 137.7K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 2.29% | $5M | 135.6K | Q1 2026OLDER |
| Kaufman Rossin Wealth, LLC$174M AUM | 2.28% | $4M | 100.9K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 2.26% | $227M | 5.74M | Q1 2026OLDER |
| Financially in Tune, LLC$116M AUM | 2.24% | $3M | 65.9K | Q1 2026OLDER |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC.$419M AUM | 2.23% | $9M | 236.6K | Q1 2026OLDER |
| Vestment Financial LLC$212M AUM | 2.13% | $5M | 108.5K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 2.01% | $6M | 144.2K | Q1 2026OLDER |
| Mills Wealth Advisors LLC$318M AUM | 1.99% | $6M | 157.5K | Q2 2026 |
| Vannoy Advisory Group, Inc.$158M AUM | 1.99% | $3M | 79.5K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 1.92% | $11M | 294.5K | Q4 2025OLDER |
| Quantum Financial Advisors, LLC$1.0B AUM | 1.91% | $19M | 482.0K | Q2 2026 |
| HMV Wealth Advisors, LLC$213M AUM | 1.90% | $4M | 102.8K | Q1 2026OLDER |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 1.83% | $4M | 98.9K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 1.81% | $9M | 221.0K | Q2 2026 |
| Summit Portfolio Management, LTD.$155M AUM | 1.77% | $3M | 69.8K | Q1 2026OLDER |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM | 1.69% | $2M | 47.7K | Q1 2026OLDER |
| Emprise Bank$271M AUM | 1.67% | $5M | 112.7K | Q2 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC$167M AUM | 1.65% | $3M | 70.0K | Q1 2026OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 1.65% | $6M | 148.1K | Q1 2026OLDER |
| SACHEM HILL LLC$516M AUM | 1.60% | $8M | 209.7K | Q1 2026OLDER |
| Koenig Investment Advisory, LLC$118M AUM | 1.60% | $2M | 47.7K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 1.58% | $4M | 114.4K | Q3 2025OLDER |
| Yeomans Consulting Group, Inc.$341M AUM | 1.56% | $5M | 140.3K | Q4 2025OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 1.56% | $90M | 2.28M | Q1 2026OLDER |
| Pacific Sage Partners, LLC$636M AUM | 1.56% | $10M | 251.2K | Q1 2026OLDER |
| Hill Investment Group Partners, LLC$906M AUM | 1.55% | $14M | 356.1K | Q1 2026OLDER |
| QUARRY HILL ADVISORS, LLC$243M AUM | 1.50% | $4M | 87.0K | Q1 2026OLDER |
| BAYSHORE ASSET MANAGEMENT, LLC$251M AUM | 1.47% | $4M | 93.7K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 1.46% | $17M | 418.6K | Q1 2026OLDER |
| BWM Planning, LLC$379M AUM | 1.46% | $6M | 140.4K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 1.44% | $46M | 1.17M | Q1 2026OLDER |
| ShankerValleau Wealth Advisors, Inc.$380M AUM | 1.40% | $5M | 132.2K | Q2 2026 |
| PBMares Wealth Management LLC$617M AUM | 1.39% | $9M | 240.0K | Q3 2025OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 1.36% | $20M | 514.6K | Q1 2026OLDER |
| Grunden Financial Advisory, Inc.$256M AUM | 1.34% | $3M | 90.5K | Q4 2025OLDER |
| Veratis Advisors, Inc.$126M AUM | 1.34% | $2M | 40.0K | Q4 2025OLDER |
| PW ADVISORS, LLC \ FL$133M AUM | 1.32% | $2M | 44.7K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 1.28% | $2M | 53.3K | Q1 2026OLDER |
| BetterWealth, LLC$510M AUM | 1.28% | $7M | 165.8K | Q1 2026OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 1.27% | $5M | 117.2K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 1.26% | $10M | 242.3K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 1.21% | $8M | 212.6K | Q3 2025OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 1.21% | $11M | 269.6K | Q1 2026OLDER |
| MASTER'S WEALTH MANAGEMENT INC.$295M AUM | 1.16% | $3M | 86.6K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 1.15% | $5M | 137.1K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 1.15% | $114M | 2.88M | Q1 2026OLDER |
| Tillman Hartley LLC$398M AUM | 1.12% | $4M | 113.5K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 1.12% | $3M | 83.4K | Q1 2026OLDER |
| Index Fund Advisors, Inc.$2.2B AUM | 1.11% | $25M | 625.1K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 1.10% | $14M | 347.2K | Q1 2026OLDER |
| Aurelius Family Office LLC$230M AUM | 1.09% | $3M | 63.8K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 1.04% | $3M | 76.6K | Q1 2026OLDER |
| Ruedi Wealth Management, Inc.$388M AUM | 1.02% | $4M | 100.9K | Q1 2026OLDER |
| RF&L WEALTH MANAGEMENT, LLC$134M AUM | 1.01% | $1M | 34.1K | Q1 2026OLDER |
| HBE Wealth Management, LLC$115M AUM | 1.00% | $1M | 29.1K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 0.99% | $3M | 77.1K | Q4 2025OLDER |
| Longview Financial Advisors, Inc.$171M AUM | 0.98% | $2M | 41.8K | Q2 2026 |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.97% | $2M | 39.4K | Q1 2026OLDER |
| Approach Retirement Advisors, LLC$120M AUM | 0.96% | $1M | 29.4K | Q1 2026OLDER |
| Greenline Partners, LLC$930M AUM | 0.96% | $9M | 226.5K | Q1 2026OLDER |
| Hudson Oak Wealth Advisory LLC$115M AUM | 0.95% | $1M | 27.8K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.94% | $10M | 260.3K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$386M AUM | 0.93% | $4M | 91.3K | Q1 2026OLDER |
| Nautilus Advisors LLC$146M AUM | 0.92% | $1M | 34.0K | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 0.90% | $2M | 56.7K | Q1 2026OLDER |
| Journey Beyond Wealth, LLC$116M AUM | 0.85% | $985,961 | 25.0K | Q1 2026OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 0.83% | $1M | 34.2K | Q1 2026OLDER |
| Generations Wealth, LLC$103M AUM | 0.82% | $842,236 | 21.4K | Q1 2026OLDER |
| Oath Planning, LLC$113M AUM | 0.82% | $919,114 | 23.3K | Q1 2026OLDER |
| Shearwater Capital LLC$209M AUM | 0.80% | $2M | 42.0K | Q2 2026 |
| Cambridge Financial Group, LLC$295M AUM | 0.78% | $2M | 58.6K | Q1 2026OLDER |
| ATLas Financial Planning LLC$112M AUM | 0.78% | $864,209 | 21.9K | Q1 2026OLDER |
| TANDEMGROWTH FINANCIAL ADVISORS LLC$106M AUM | 0.75% | $792,547 | 20.1K | Q1 2026OLDER |
| Oceanside Advisors LLC$175M AUM | 0.74% | $1M | 33.0K | Q1 2026OLDER |
| Matisse Capital$234M AUM | 0.74% | $2M | 44.1K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.73% | $5M | 123.9K | Q1 2026OLDER |
| KEYVANTAGE WEALTH, LLC$227M AUM | 0.73% | $2M | 42.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.71% | $20M | 513.4K | Q1 2026OLDER |
| Capstone Wealth Management, LLC$143M AUM | 0.71% | $1M | 25.7K | Q1 2026OLDER |
| Peirce Capital Management, LLC$256M AUM | 0.70% | $2M | 45.6K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.70% | $6M | 142.1K | Q1 2026OLDER |
| McLean Asset Management Corp$572M AUM | 0.68% | $4M | 98.5K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.66% | $3M | 74.2K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.65% | $1M | 30.3K | Q1 2026OLDER |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 0.64% | $811,675 | 20.6K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.61% | $549M | 13.91M | Q1 2026OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.59% | $13M | 330.7K | Q4 2025OLDER |
| DBK Financial Counsel, LLC$132M AUM | 0.54% | $709,683 | 18.0K | Q2 2026 |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 0.54% | $1M | 27.5K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.53% | $2M | 46.0K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.53% | $2M | 39.2K | Q1 2026OLDER |
| CogentBlue Wealth Advisors, LLC$149M AUM | 0.53% | $781,742 | 19.8K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.52% | $2M | 56.7K | Q2 2026 |
| Daner Wealth Management, LLC$170M AUM | 0.50% | $849,229 | 20.1K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.50% | $955,605 | 24.2K | Q1 2026OLDER |
| BDFS Capital LLC$208M AUM | 0.49% | $1M | 26.0K | Q1 2026OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.47% | $2M | 57.8K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.47% | $3M | 70.2K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.47% | $553,554 | 13.8K | Q2 2026 |
| BluePrint Investing LLC$126M AUM | 0.47% | $588,209 | 14.9K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.47% | $4M | 100.7K | Q1 2026OLDER |
| RAM Investment Partners, LLC$569M AUM | 0.46% | $3M | 66.8K | Q1 2026OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 0.45% | $625,203 | 15.9K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.44% | $14M | 328.7K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.44% | $2M | 50.0K | Q1 2026OLDER |
| Porter White Investment Advisors, Inc.$250M AUM | 0.42% | $1M | 26.8K | Q1 2026OLDER |
| Belleair Asset Management, LLC$110M AUM | 0.42% | $457,820 | 11.6K | Q1 2026OLDER |
| Frankly Finances, LLC$110M AUM | 0.41% | $455,216 | 11.5K | Q1 2026OLDER |
| Burton Enright Welch$736M AUM | 0.41% | $3M | 76.8K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.41% | $872,176 | 22.1K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.41% | $3M | 63.6K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 0.40% | $7M | 188.8K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.40% | $2M | 40.4K | Q1 2026OLDER |
| Mraz, Amerine & Associates, Inc.$678M AUM | 0.40% | $3M | 68.6K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.38% | $10M | 253.1K | Q1 2026OLDER |
| Liberty Capital Management, Inc.$537M AUM | 0.38% | $2M | 53.3K | Q4 2025OLDER |
| Mullaney, Keating & Wright, Inc.$184M AUM | 0.37% | $687,936 | 17.4K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.36% | $4M | 123.9K | Q3 2025OLDER |
| Triumph Capital Management$491M AUM | 0.33% | $2M | 41.6K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 0.33% | $2M | 60.0K | Q1 2026OLDER |
| Del-Sette Capital Management, LLC$167M AUM | 0.33% | $546,702 | 13.9K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.31% | $495,840 | 12.6K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.30% | $13M | 324.4K | Q1 2026OLDER |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 0.30% | $580,991 | 14.7K | Q1 2026OLDER |
| Three Arch Wealth Management LLC$556M AUM | 0.29% | $2M | 41.0K | Q1 2026OLDER |
| Efficient Advisors, LLC$1.4B AUM | 0.29% | $4M | 103.7K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.29% | $791,876 | 20.1K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.29% | $2M | 63.3K | Q1 2026OLDER |
| BNB Wealth Management, LLC$156M AUM | 0.29% | $446,969 | 11.3K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 0.27% | $464,288 | 11.8K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.26% | $778,901 | 19.7K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.26% | $860,344 | 21.8K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 0.25% | $711,665 | 18.0K | Q1 2026OLDER |
| HANOVER ADVISORS INC$246M AUM | 0.25% | $612,661 | 15.5K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.25% | $21M | 525.4K | Q1 2026OLDER |
| Friday Financial$373M AUM | 0.24% | $902,369 | 22.1K | Q2 2026 |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 0.24% | $1M | 30.6K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.24% | $478,836 | 12.1K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.24% | $6M | 147.8K | Q2 2026 |
| Werba Rubin Papier Wealth Management$718M AUM | 0.23% | $2M | 42.8K | Q1 2026OLDER |
| Parkshore Wealth Management, Inc.$299M AUM | 0.23% | $699,130 | 17.7K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 0.23% | $495,467 | 12.6K | Q1 2026OLDER |
| New Dimensions Wealth Management, LLC$118M AUM | 0.23% | $270,863 | 6.9K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.23% | $2M | 41.8K | Q1 2026OLDER |
| M Wealth Management, LLC$119M AUM | 0.23% | $273,517 | 6.9K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.23% | $8M | 213.0K | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 0.23% | $1M | 27.3K | Q1 2026OLDER |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 0.22% | $805,286 | 20.4K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.22% | $1M | 36.4K | Q2 2026 |
| Excelsior Advisor Network LLC$263M AUM | 0.22% | $577,286 | 14.6K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.22% | $28M | 697.5K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.21% | $5M | 121.6K | Q1 2026OLDER |
| Ponta Wealth Partners, LLC$124M AUM | 0.21% | $257,622 | 6.5K | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 0.20% | $1M | 31.2K | Q1 2026OLDER |
| GEN Financial Management, INC.$162M AUM | 0.20% | $324,552 | 8.2K | Q1 2026OLDER |
| SwitchPoint Financial Planning, LLC$147M AUM | 0.20% | $293,946 | 7.5K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.19% | $40M | 1.02M | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.19% | $351,884 | 8.9K | Q1 2026OLDER |
| Disciplined Investments, LLC$279M AUM | 0.19% | $527,904 | 13.4K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.18% | $5M | 115.2K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.18% | $2M | 42.9K | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 0.18% | $392,112 | 9.9K | Q1 2026OLDER |
| Timonier Family Office, LTD.$315M AUM | 0.18% | $558,144 | 14.7K | Q4 2025OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.17% | $414,593 | 10.5K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.17% | $15M | 387.1K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.17% | $12M | 290.6K | Q2 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.16% | $7M | 178.9K | Q1 2026OLDER |
| Faithward Advisors, LLC$701M AUM | 0.16% | $1M | 28.6K | Q1 2026OLDER |
| Platform Wealth Management, LLC$376M AUM | 0.16% | $605,758 | 15.9K | Q4 2025OLDER |
| STOLZ & ASSOCIATES, PS$143M AUM | 0.16% | $225,056 | 5.4K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.15% | $331,335 | 8.4K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.15% | $410,708 | 10.4K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.14% | $2M | 46.9K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.14% | $663,894 | 16.8K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.13% | $2M | 47.0K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 0.13% | $1M | 27.6K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.13% | $4M | 98.5K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.13% | $483,948 | 12.3K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.13% | $2M | 38.9K | Q1 2026OLDER |
| Lauterbach Financial Advisors, LLC$205M AUM | 0.12% | $249,394 | 6.3K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.12% | $8M | 194.1K | Q1 2026OLDER |
| McMill Wealth Management$376M AUM | 0.12% | $422,142 | 11.1K | Q4 2025OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.12% | $315,258 | 8.0K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.12% | $315,258 | 8.0K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.11% | $204,987 | 5.2K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.11% | $20M | 510.3K | Q1 2026OLDER |
| Family CFO Inc$223M AUM | 0.11% | $248,354 | 6.3K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.11% | $309,131 | 7.8K | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.11% | $594,203 | 15.1K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.11% | $27M | 763.4K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.11% | $4M | 94.8K | Q1 2026OLDER |
| Austin Asset Management Co Inc$608M AUM | 0.10% | $635,654 | 16.1K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.10% | $666,480 | 16.9K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.10% | $312,285 | 7.9K | Q1 2026OLDER |
| Great Point Wealth Advisors, LLC$542M AUM | 0.10% | $540,841 | 13.7K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.10% | $2M | 43.5K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.10% | $377,205 | 9.6K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.10% | $872,496 | 22.1K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.10% | $1M | 26.9K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 0.09% | $312,207 | 7.7K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.09% | $3M | 82.9K | Q2 2026 |
| Abacus Planning Group, Inc.$743M AUM | 0.09% | $644,933 | 16.4K | Q1 2026OLDER |
| Gibson Capital, LLC$537M AUM | 0.09% | $458,963 | 11.6K | Q1 2026OLDER |
| Pillar Financial Advisors, LLC$171M AUM | 0.08% | $145,130 | 3.7K | Q1 2026OLDER |
| Kondo Wealth Advisors, Inc.$266M AUM | 0.08% | $223,428 | 5.7K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.08% | $12M | 300.0K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.08% | $1M | 28.0K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 0.08% | $315,012 | 8.8K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.08% | $9M | 218.2K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.08% | $6M | 143.1K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.08% | $715,678 | 18.1K | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 0.08% | $532,321 | 13.5K | Q1 2026OLDER |
| Shore Point Advisors, LLC$253M AUM | 0.08% | $203,084 | 5.1K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.08% | $662,829 | 16.8K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.08% | $15M | 379.0K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.08% | $56M | 1.42M | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.08% | $1M | 27.7K | Q4 2025OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.08% | $1M | 34.7K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$122M AUM | 0.07% | $90,396 | 2.3K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.07% | $260,509 | 6.4K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.07% | $585,697 | 14.6K | Q2 2026 |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.07% | $116,742 | 3.0K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.07% | $1M | 34.9K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.06% | $6M | 148.9K | Q1 2026OLDER |
| Freedom Day Solutions, LLC$373M AUM | 0.06% | $233,209 | 5.9K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.06% | $205,747 | 5.1K | Q2 2026 |
| Stratos Investment Management, LLC$2.5B AUM | 0.06% | $2M | 38.7K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.06% | $42M | 1.06M | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.06% | $488,642 | 11.9K | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.06% | $340,762 | 8.6K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.06% | $829,246 | 20.7K | Q2 2026 |
| PCM Encore, LLC$486M AUM | 0.06% | $278,249 | 7.1K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.06% | $67,430 | 1.7K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.06% | $3M | 75.7K | Q1 2026OLDER |
| Verus Financial Partners, Inc.$1.1B AUM | 0.06% | $615,901 | 14.8K | Q1 2026OLDER |
| Fortis Capital Management LLC$977M AUM | 0.05% | $528,085 | 13.4K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.05% | $484,706 | 12.1K | Q2 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.05% | $1M | 25.8K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.05% | $435,891 | 11.1K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.05% | $863,785 | 21.9K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.05% | $145,100 | 3.7K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.05% | $13M | 329.0K | Q1 2026OLDER |
| LJI Wealth Management, LLC$626M AUM | 0.05% | $306,537 | 7.8K | Q1 2026OLDER |
| Rachor Investment Advisory Services, LLC$190M AUM | 0.05% | $92,408 | 2.3K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.05% | $128,484 | 3.6K | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.05% | $1M | 37.5K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.04% | $4M | 109.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.04% | $40M | 1.00M | Q1 2026OLDER |
| RHL GROUP, LLC$117M AUM | 0.04% | $47,967 | 1.2K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.04% | $5M | 133.8K | Q1 2026OLDER |
| Morton Capital Management LLC/CA$672M AUM | 0.04% | $248,039 | 6.3K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.04% | $401,736 | 10.2K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $440,020 | 11.2K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.03% | $224,543 | 6.3K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $16M | 414.2K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.03% | $46,602 | 1.2K | Q2 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.03% | $23M | 570.7K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.03% | $932,835 | 23.7K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.03% | $381,126 | 9.7K | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.03% | $141,558 | 3.6K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.03% | $3M | 67.5K | Q1 2026OLDER |
| Timmons Wealth Management, LLC$106M AUM | 0.03% | $30,960 | 785 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.03% | $207,060 | 5.3K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.03% | $288,464 | 7.3K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.03% | $4M | 96.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $8M | 195.6K | Q2 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.03% | $823,535 | 21.7K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.03% | $1M | 37.7K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.03% | $65,234 | 1.7K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.03% | $35,226 | 927 | Q4 2025OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.03% | $1M | 31.2K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.02% | $35M | 881.3K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.02% | $2M | 47.7K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $3M | 69.0K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.02% | $70,439 | 1.8K | Q1 2026OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.02% | $1M | 34.1K | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.02% | $55,852 | 1.4K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.02% | $240,733 | 6.1K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.02% | $320,621 | 8.0K | Q2 2026 |
| Allworth Financial LP$24.7B AUM | 0.02% | $5M | 118.9K | Q1 2026OLDER |
| Rockwood Wealth Management, LLC$1.4B AUM | 0.02% | $262,434 | 6.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $10M | 264.8K | Q1 2026OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.02% | $70,006 | 1.8K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.02% | $203,376 | 5.1K | Q2 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.02% | $28,883 | 732 | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $335,084 | 8.5K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $781,119 | 20.6K | Q4 2025OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.01% | $53,362 | 1.4K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.6B AUM | 0.01% | $216,030 | 5.7K | Q4 2025OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.01% | $7M | 172.8K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.01% | $696,755 | 17.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $5M | 127.2K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.01% | $235,260 | 6.0K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $482,495 | 12.2K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $744,233 | 18.9K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $274,522 | 7.0K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.01% | $909,250 | 23.1K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $1M | 26.1K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $32M | 807.2K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.01% | $25,320 | 642 | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $874,941 | 22.2K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $671,463 | 17.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $7M | 189.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 73.1K | Q1 2026OLDER |
| Prudent Man Investment Management, Inc.$297M AUM | 0.01% | $31,844 | 838 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $9M | 227.6K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $570,068 | 14.5K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $670,243 | 17.0K | Q1 2026OLDER |
| ROGCO, LP$300M AUM | 0.01% | $30,566 | 775 | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $278,920 | 7.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $36M | 906.7K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $526,376 | 13.9K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $6M | 153.6K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.01% | $112,365 | 2.8K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 75.5K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $626,990 | 15.9K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.01% | $18,468 | 486 | Q4 2025OLDER |
| Hara Capital LLC$200M AUM | 0.01% | $13,646 | 346 | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.01% | $449,932 | 11.4K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $847,066 | 21.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $90M | 2.27M | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $224,643 | 6.3K | Q3 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $47M | 1.19M | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $535,733 | 13.6K | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.01% | $354,960 | 9.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $18M | 456.1K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.01% | $13,928 | 353 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $6M | 147.5K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.01% | $47,566 | 1.2K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $241,688 | 6.1K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $39M | 998.7K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $3M | 75.9K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $95,894 | 2.4K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $390,171 | 9.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $852,599 | 21.6K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.00% | $103,136 | 2.6K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.00% | $247,950 | 6.5K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $284,244 | 7.2K | Q1 2026OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.00% | $20,700 | 580 | Q3 2025OLDER |
| Operose Advisors LLC$431M AUM | 0.00% | $16,801 | 426 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $729,443 | 18.5K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $166,555 | 4.2K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 0.00% | $20,390 | 517 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $43,384 | 1.1K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $8,125 | 206 | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $3,944 | 100 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $118,320 | 3.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $5M | 143.1K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $285,428 | 7.2K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $6M | 144.3K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $11,771 | 295 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $34,008 | 895 | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.00% | $15,618 | 396 | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.00% | $41,045 | 1.0K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $435,694 | 11.0K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.00% | $7,562 | 199 | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $250,010 | 6.3K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.00% | $4,604 | 129 | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $356,152 | 9.0K | Q1 2026OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.00% | $176,225 | 6.1K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.00% | $254,828 | 6.7K | Q4 2025OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $14,475 | 367 | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $3,000 | 85 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 136.1K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.00% | $3,230 | 85 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $234,000 | 5.9K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $14,119 | 358 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $735,797 | 18.7K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $3,192 | 89 | Q3 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $207,454 | 5.3K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $249,813 | 7.0K | Q3 2025OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $211,398 | 5.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 31.4K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $3M | 87.6K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $409,512 | 10.4K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.00% | $1,341 | 34 | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $27,963 | 709 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $47,012 | 1.2K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $16,762 | 425 | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $657,590 | 16.7K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $468,350 | 11.9K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $289,142 | 7.6K | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1M | 27.8K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $300,099 | 7.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 60.6K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $5,206 | 137 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $6M | 149.3K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $217,867 | 5.5K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.00% | $404 | 10 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $7,138 | 200 | Q3 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $21,224 | 531 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $6,310 | 160 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 34.2K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $1,521 | 40 | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $43,130 | 1.1K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $80,733 | 2.0K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $126,326 | 3.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $707,000 | 17.9K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $269,268 | 7.1K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $4,484 | 118 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $1M | 29.6K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $30,093 | 763 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $436,325 | 11.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $242,990 | 6.2K | Q2 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $53,126 | 1.3K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $378,254 | 9.6K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $964 | 27 | Q3 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $2,445 | 62 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $304,950 | 7.7K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $316 | 8 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.