FNDXSCHWAB STRATEGIC TR
CUSIP 808524771 · Yahoo Finance ↗ · Google Finance ↗
Schwab Strategic Tr (FNDX) has 770 institutional holders in Filings Flow’s 13F database, together reporting 262.87M shares worth $7.3B as of Q1 2026. The largest reported holders are Captrust Financial Advisors, Keybank National Association/Oh, and Boulay Financial Advisors, LLC.
Institutional Holders
770
Q1 2026
Reported Value
$7.3B
Ticker
FNDX
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 1.34% | $766M | 27.50M | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 1.27% | $347M | 12.45M | Q1 2026 |
| Boulay Financial Advisors, LLC$871M AUM | 30.58% | $266M | 9.57M | Q1 2026 |
| McAdam, LLC$2.2B AUM | 11.76% | $261M | 9.37M | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 4.75% | $235M | 8.43M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.05% | $227M | 8.16M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.05% | $184M | 6.62M | Q1 2026 |
| Steele Capital Management, Inc.$2.4B AUM | 7.27% | $175M | 6.30M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.04% | $162M | 5.83M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.01% | $151M | 5.44M | Q1 2026 |
| Glassman Wealth Services$736M AUM | 17.69% | $130M | 4.67M | Q1 2026 |
| Northwest Bancshares, Inc.$502M AUM | 22.03% | $111M | 3.97M | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.12% | $108M | 3.89M | Q1 2026 |
| Charles Schwab Trust Co$1.8B AUM | 5.81% | $90M | 3.22M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $88M | 3.14M | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 2.01% | $85M | 3.05M | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 2.25% | $75M | 2.70M | Q1 2026 |
| Gemmer Asset Management LLC$1.3B AUM | 5.91% | $75M | 2.68M | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $73M | 2.63M | Q1 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.43% | $69M | 2.49M | Q1 2026 |
| Kelman-Lazarov, Inc.$698M AUM | 9.47% | $66M | 2.37M | Q1 2026 |
| RESTON WEALTH MANAGEMENT LLC$326M AUM | 19.87% | $65M | 2.33M | Q1 2026 |
| Lee Financial Co$709M AUM | 8.58% | $61M | 2.18M | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 9.49% | $61M | 2.18M | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.16% | $61M | 2.18M | Q1 2026 |
| Creative Planning$147.4B AUM | 0.04% | $60M | 2.17M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $60M | 2.15M | Q1 2026 |
| True North Advisors, LLC$877M AUM | 6.58% | $58M | 2.07M | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.27% | $57M | 2.03M | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.06% | $56M | 2.02M | Q1 2026 |
| Prairiewood Capital, LLC$346M AUM | 15.42% | $53M | 1.91M | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 6.83% | $51M | 1.70M | Q1 2026 |
| Ashford Advisors, LLC$429M AUM | 11.91% | $51M | 1.84M | Q1 2026 |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 23.13% | $47M | 1.70M | Q1 2026 |
| Tanglewood Wealth Management, Inc.$1.2B AUM | 3.93% | $47M | 1.70M | Q1 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 5.56% | $44M | 1.59M | Q1 2026 |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 7.23% | $42M | 1.50M | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.05% | $41M | 1.48M | Q1 2026 |
| Resonant Capital Advisors, LLC$1.9B AUM | 2.14% | $41M | 1.47M | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.05% | $36M | 1.30M | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.04% | $35M | 1.26M | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.05% | $34M | 1.21M | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 1.16% | $32M | 1.14M | Q1 2026 |
| Fortis Capital Advisors, LLC$763M AUM | 4.17% | $32M | 1.14M | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.58% | $32M | 1.14M | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.53% | $31M | 1.13M | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.17% | $31M | 1.11M | Q1 2026 |
| Urban Financial Advisory Corp$283M AUM | 10.62% | $30M | 1.08M | Q1 2026 |
| PTM WEALTH MANAGEMENT, LLC$189M AUM | 15.68% | $30M | 1.05M | Q1 2026 |
| Eagle Strategies LLC$837M AUM | 3.49% | $29M | 1.05M | Q1 2026 |
| Planned Solutions, Inc.$306M AUM | 9.51% | $29M | 1.04M | Q1 2026 |
| Richardson Capital Management LLC$207M AUM | 13.54% | $28M | 1.01M | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.04% | $28M | 1.00M | Q1 2026 |
| Berman McAleer LLC$733M AUM | 3.75% | $28M | 987.6K | Q1 2026 |
| Financial Strategies Group, Inc.$598M AUM | 4.58% | $27M | 927.4K | Q1 2026 |
| Solitude Financial Services$338M AUM | 8.03% | $27M | 935.7K | Q1 2026 |
| ALLEN WEALTH MANAGEMENT, LLC$200M AUM | 13.41% | $27M | 962.1K | Q1 2026 |
| MOLLER WEALTH PARTNERS$507M AUM | 5.28% | $27M | 961.0K | Q1 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 1.60% | $27M | 954.8K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.33% | $26M | 873.5K | Q1 2026 |
| Haverford Trust Co$10.9B AUM | 0.23% | $25M | 900.2K | Q1 2026 |
| TruNorth Capital Management, LLC$522M AUM | 4.75% | $25M | 888.9K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 2.20% | $25M | 882.3K | Q1 2026 |
| Pasadena Private Wealth, LLC$723M AUM | 3.36% | $24M | 873.1K | Q1 2026 |
| CPC Advisors, LLC$617M AUM | 3.78% | $23M | 837.4K | Q1 2026 |
| BlueStem Wealth Partners, LLC$900M AUM | 2.54% | $23M | 819.3K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.53% | $23M | 813.6K | Q1 2026 |
| Firestone Capital Management$480M AUM | 4.50% | $22M | 776.7K | Q1 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 1.15% | $21M | 769.4K | Q1 2026 |
| Your Advocates Ltd., LLP$328M AUM | 6.52% | $21M | 768.2K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.16% | $21M | 750.2K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $21M | 742.0K | Q1 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 7.40% | $21M | 741.2K | Q1 2026 |
| Washington Trust Advisors, Inc.$1.2B AUM | 1.67% | $21M | 739.6K | Q1 2026 |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 2.35% | $20M | 734.1K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.11% | $20M | 705.9K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $19M | 693.3K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $19M | 688.2K | Q1 2026 |
| Aufman Associates Inc$204M AUM | 9.27% | $19M | 678.7K | Q1 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 5.38% | $19M | 675.3K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.03% | $19M | 672.1K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.46% | $18M | 652.9K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.03% | $18M | 649.1K | Q1 2026 |
| Envision Financial LLC$186M AUM | 9.65% | $18M | 644.2K | Q1 2026 |
| VVR Holdings LLC$194M AUM | 9.25% | $18M | 643.2K | Q1 2026 |
| Johnson Bixby & Associates, LLC$806M AUM | 2.20% | $18M | 637.5K | Q1 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 1.86% | $17M | 615.5K | Q1 2026 |
| Burt Wealth Advisors$407M AUM | 4.21% | $17M | 651.6K | Q3 2025OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 1.22% | $17M | 615.1K | Q1 2026 |
| Sellwood Investment Partners LLC$254M AUM | 6.67% | $17M | 608.1K | Q1 2026 |
| White Pine Investment CO$430M AUM | 3.92% | $17M | 605.0K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.25% | $17M | 604.0K | Q1 2026 |
| Northland Capital Management LLC$183M AUM | 9.16% | $17M | 601.2K | Q1 2026 |
| Strata Wealth Advisors, LLC$365M AUM | 4.54% | $17M | 594.2K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.05% | $16M | 585.0K | Q1 2026 |
| Asset Allocation Strategies LLC$563M AUM | 2.79% | $16M | 563.4K | Q1 2026 |
| Wealth Forward, LLC$177M AUM | 8.83% | $16M | 561.9K | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 3.90% | $15M | 548.9K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $15M | 544.4K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.07% | $15M | 538.8K | Q1 2026 |
| Williams Financial, LLC$172M AUM | 8.62% | $15M | 531.6K | Q1 2026 |
| Ironwood Investment Counsel, LLC$694M AUM | 2.09% | $15M | 521.5K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $14M | 516.2K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $14M | 497.9K | Q1 2026 |
| ACCESS FINANCIAL SERVICES, INC.$282M AUM | 4.88% | $14M | 494.6K | Q1 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.17% | $13M | 481.8K | Q1 2026 |
| Opes Wealth Management LLC$609M AUM | 2.16% | $13M | 471.9K | Q1 2026 |
| Equity Wealth Partners, LLC$155M AUM | 8.19% | $13M | 454.7K | Q1 2026 |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.29% | $13M | 449.8K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $12M | 448.7K | Q1 2026 |
| Alhambra Investment Management LLC$217M AUM | 5.52% | $12M | 429.4K | Q1 2026 |
| Sterling Financial Planning, Inc.$337M AUM | 3.50% | $12M | 424.3K | Q1 2026 |
| Timmons Wealth Management, LLC$106M AUM | 11.18% | $12M | 423.7K | Q1 2026 |
| Nicholson Meyer Capital Management, Inc.$130M AUM | 8.94% | $12M | 418.6K | Q1 2026 |
| J.E. Simmons & Co., P.C.$150M AUM | 7.76% | $12M | 416.7K | Q1 2026 |
| Systelligence, LLC$514M AUM | 2.25% | $12M | 415.3K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.11% | $12M | 470.5K | Q2 2025OLDER |
| Cedar Point Capital Partners, LLC$154M AUM | 7.44% | $11M | 411.1K | Q1 2026 |
| Pallas Capital Advisors LLC$2.7B AUM | 0.43% | $11M | 409.1K | Q1 2026 |
| Archford Capital Strategies, LLC$873M AUM | 1.30% | $11M | 407.5K | Q1 2026 |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 5.19% | $11M | 394.4K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.02% | $11M | 392.1K | Q1 2026 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.52% | $11M | 411.0K | Q3 2025OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 1.93% | $11M | 383.5K | Q1 2026 |
| Legend Financial Advisors, Inc.$155M AUM | 6.87% | $11M | 382.6K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.44% | $11M | 382.4K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.02% | $11M | 381.5K | Q1 2026 |
| American Trust$1.1B AUM | 0.94% | $11M | 381.4K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.08% | $11M | 377.5K | Q1 2026 |
| LOWERY THOMAS, LLC$175M AUM | 5.99% | $10M | 375.9K | Q1 2026 |
| Bristlecone Value Partners, LLC$114M AUM | 9.19% | $10M | 375.2K | Q1 2026 |
| Lakewood Asset Management LLC$156M AUM | 6.60% | $10M | 370.6K | Q1 2026 |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 2.29% | $10M | 365.2K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.04% | $10M | 359.2K | Q1 2026 |
| Arlington Financial Advisors, LLC$702M AUM | 1.40% | $10M | 352.3K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.10% | $10M | 351.1K | Q1 2026 |
| Bruce G. Allen Investments, LLC$153M AUM | 6.39% | $10M | 350.6K | Q1 2026 |
| Milestone Investment Advisors LLC$414M AUM | 2.33% | $10M | 346.9K | Q1 2026 |
| AlTi Global, Inc.$4.6B AUM | 0.20% | $9M | 331.7K | Q1 2026 |
| RHS Financial, LLC$211M AUM | 4.33% | $9M | 327.9K | Q1 2026 |
| FOSTER & MOTLEY INC$1.9B AUM | 0.46% | $9M | 318.9K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $9M | 316.9K | Q1 2026 |
| Guardian Financial Partners, LLC$237M AUM | 3.72% | $9M | 316.6K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 1.15% | $9M | 308.9K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $9M | 313.5K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $8M | 302.1K | Q1 2026 |
| Gross & Hartman Investments LLC$192M AUM | 4.36% | $8M | 301.0K | Q1 2026 |
| Quadcap Wealth Management, LLC$879M AUM | 0.95% | $8M | 298.4K | Q1 2026 |
| Darrow Company, Inc.$222M AUM | 3.67% | $8M | 293.1K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.18% | $8M | 278.0K | Q1 2026 |
| Wingate Wealth Advisors, Inc.$187M AUM | 4.07% | $8M | 273.6K | Q1 2026 |
| Rollins Financial Advisors, LLC$632M AUM | 1.19% | $8M | 270.9K | Q1 2026 |
| BCS Wealth Management$490M AUM | 1.53% | $8M | 269.9K | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 7.69% | $7M | 264.7K | Q1 2026 |
| Red Tortoise LLC$240M AUM | 2.95% | $7M | 254.2K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.27% | $7M | 251.6K | Q1 2026 |
| COWA, LLC$371M AUM | 1.79% | $7M | 238.4K | Q1 2026 |
| Boyce & Associates Wealth Consulting, Inc.$132M AUM | 4.98% | $7M | 236.2K | Q1 2026 |
| Flatrock Wealth Partners LLC$222M AUM | 2.96% | $7M | 236.0K | Q1 2026 |
| Journey Advisory Group, LLC$1.2B AUM | 0.55% | $6M | 232.1K | Q1 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 1.08% | $6M | 229.8K | Q1 2026 |
| EQ WEALTH ADVISORS, LLC$171M AUM | 3.72% | $6M | 228.7K | Q1 2026 |
| Argos Wealth Advisors, LLC$348M AUM | 1.83% | $6M | 228.3K | Q1 2026 |
| Avant Capital LLC$142M AUM | 4.42% | $6M | 225.5K | Q1 2026 |
| NOVEM GROUP$873M AUM | 0.71% | $6M | 223.2K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.03% | $6M | 220.0K | Q1 2026 |
| Baker Ellis Asset Management LLC$842M AUM | 0.72% | $6M | 217.4K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.27% | $6M | 214.2K | Q1 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 0.56% | $6M | 207.0K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.08% | $6M | 203.8K | Q1 2026 |
| Verum Partners LLC$527M AUM | 1.07% | $6M | 203.1K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.04% | $6M | 202.9K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.02% | $6M | 198.0K | Q1 2026 |
| Bravera Wealth$222M AUM | 2.40% | $5M | 191.6K | Q1 2026 |
| Aberdeen Wealth Management LLC$219M AUM | 2.43% | $5M | 191.6K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.06% | $5M | 200.8K | Q3 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.55% | $5M | 189.2K | Q1 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.16% | $5M | 184.7K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.02% | $5M | 184.6K | Q1 2026 |
| Payne Capital LLC$109M AUM | 4.64% | $5M | 181.3K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.02% | $5M | 180.4K | Q1 2026 |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 3.32% | $5M | 179.6K | Q1 2026 |
| Capital Advantage, Inc.$765M AUM | 0.65% | $5M | 179.4K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.02% | $5M | 177.5K | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.05% | $5M | 175.8K | Q1 2026 |
| Wilkins Miller Wealth Management, LLC$165M AUM | 2.95% | $5M | 175.0K | Q1 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 1.27% | $5M | 174.0K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $5M | 173.5K | Q1 2026 |
| Yanni & Associates Investment Advisors, LLC$108M AUM | 4.96% | $5M | 171.8K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.17% | $5M | 170.9K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.58% | $5M | 169.3K | Q1 2026 |
| BFI Wealth Solutions, LLC$104M AUM | 4.48% | $5M | 166.8K | Q1 2026 |
| Shakespeare Wealth Management, LLC$422M AUM | 1.10% | $5M | 167.4K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.08% | $5M | 170.9K | Q4 2025OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.69% | $5M | 166.8K | Q1 2026 |
| Blueprint Investment Partners LLC$980M AUM | 0.47% | $5M | 166.8K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.06% | $5M | 163.5K | Q1 2026 |
| Foguth Wealth Management, LLC.$857M AUM | 0.70% | $4M | 164.0K | Q4 2025OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 3.00% | $4M | 161.5K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 0.27% | $4M | 159.8K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $4M | 159.3K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.02% | $4M | 159.2K | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.98% | $4M | 158.1K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.02% | $4M | 157.8K | Q1 2026 |
| Stillwater Wealth Management Group$162M AUM | 2.70% | $4M | 156.9K | Q1 2026 |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 1.18% | $4M | 156.7K | Q1 2026 |
| CIDEL ASSET MANAGEMENT INC$2.1B AUM | 0.24% | $4M | 155.1K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $4M | 154.8K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4M | 152.8K | Q1 2026 |
| FRG Family Wealth Advisors LLC$611M AUM | 0.69% | $4M | 152.0K | Q1 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 0.97% | $4M | 151.3K | Q1 2026 |
| Sebold Capital Management, Inc.$162M AUM | 2.58% | $4M | 170.4K | Q2 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $4M | 150.0K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $4M | 150.8K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.30% | $4M | 149.4K | Q4 2025OLDER |
| Safe Harbor Family Capital, LLC$128M AUM | 3.17% | $4M | 145.3K | Q1 2026 |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 2.71% | $4M | 144.8K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $4M | 140.1K | Q1 2026 |
| FCA CORP /TX$354M AUM | 1.09% | $4M | 138.0K | Q1 2026 |
| Clearview Wealth Advisors LLC$158M AUM | 2.37% | $4M | 137.4K | Q4 2025OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.71% | $4M | 131.3K | Q1 2026 |
| Next Capital Management LLC$330M AUM | 1.08% | $4M | 128.0K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.07% | $4M | 127.5K | Q1 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 1.20% | $4M | 127.2K | Q1 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.34% | $3M | 124.8K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.13% | $3M | 121.6K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.04% | $3M | 121.4K | Q1 2026 |
| WARNER FINANCIAL, INC$340M AUM | 1.15% | $3M | 120.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 119.6K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.12% | $3M | 119.6K | Q1 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.06% | $3M | 117.0K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.06% | $3M | 119.4K | Q1 2026 |
| Prostatis Group LLC$391M AUM | 0.81% | $3M | 113.1K | Q1 2026 |
| Prosperity Wealth Management, Inc.$300M AUM | 1.03% | $3M | 113.9K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $3M | 111.0K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.05% | $3M | 111.2K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.05% | $3M | 109.1K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $3M | 109.1K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.08% | $3M | 108.9K | Q1 2026 |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.69% | $3M | 108.5K | Q1 2026 |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.67% | $3M | 105.8K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.05% | $3M | 105.5K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $3M | 104.7K | Q1 2026 |
| Cascades Capital Asset Management, LLC$239M AUM | 1.21% | $3M | 103.4K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.14% | $3M | 104.2K | Q1 2026 |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.21% | $3M | 100.5K | Q1 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC$132M AUM | 2.06% | $3M | 98.2K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.07% | $3M | 97.0K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.02% | $3M | 94.6K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 93.9K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.08% | $3M | 93.5K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.12% | $3M | 90.4K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 89.8K | Q1 2026 |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.04% | $2M | 89.5K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $2M | 89.2K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.01% | $2M | 89.0K | Q1 2026 |
| Austin Private Wealth, LLC$1.3B AUM | 0.18% | $2M | 91.1K | Q4 2025OLDER |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 0.46% | $2M | 92.8K | Q3 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $2M | 87.4K | Q1 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 1.25% | $2M | 86.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 87.7K | Q4 2025OLDER |
| Clarkston Capital Partners, LLC$1.3B AUM | 0.18% | $2M | 84.3K | Q1 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.61% | $2M | 84.3K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $2M | 84.5K | Q4 2025OLDER |
| Betterment LLC$52.8B AUM | 0.00% | $2M | 82.5K | Q1 2026 |
| Asset Advisory Group, Inc.$229M AUM | 1.14% | $2M | 81.8K | Q1 2026 |
| MASECO LLP$3.2B AUM | 0.07% | $2M | 80.4K | Q1 2026 |
| R. W. Roge & Company, Inc.$210M AUM | 1.06% | $2M | 80.2K | Q1 2026 |
| Westmount Partners, LLC$457M AUM | 0.55% | $2M | 79.7K | Q1 2026 |
| Mezzasalma Advisors, LLC$391M AUM | 0.54% | $2M | 83.8K | Q1 2026 |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 0.22% | $2M | 75.9K | Q1 2026 |
| Kings Path Partners LLC$248M AUM | 0.85% | $2M | 86.0K | Q2 2025OLDER |
| Schrum Private Wealth Management LLC$131M AUM | 1.59% | $2M | 74.8K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.05% | $2M | 74.5K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 74.4K | Q1 2026 |
| WealthCare Investment Partners, LLC$360M AUM | 0.55% | $2M | 71.0K | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.27% | $2M | 71.0K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.06% | $2M | 71.0K | Q1 2026 |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.11% | $2M | 70.7K | Q1 2026 |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.15% | $2M | 70.7K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2M | 69.1K | Q1 2026 |
| Briggs Wealth Management, Inc$94M AUM | 2.02% | $2M | 68.5K | Q1 2026 |
| Alpha Omega Wealth Management LLC$617M AUM | 0.31% | $2M | 68.4K | Q1 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 1.59% | $2M | 67.9K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.08% | $2M | 67.6K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $2M | 67.4K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 67.2K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.14% | $2M | 75.2K | Q2 2025OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.29% | $2M | 65.9K | Q1 2026 |
| Financial Synergies Wealth Advisors, Inc.$1.2B AUM | 0.17% | $2M | 65.6K | Q1 2026 |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.20% | $2M | 65.1K | Q1 2026 |
| Harbor Group, Inc.$692M AUM | 0.26% | $2M | 64.9K | Q1 2026 |
| Aspiring Ventures, LLC$330M AUM | 0.55% | $2M | 64.9K | Q1 2026 |
| Bulwark Capital Corp$178M AUM | 1.11% | $2M | 64.5K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $2M | 65.5K | Q4 2025OLDER |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 0.09% | $2M | 63.8K | Q1 2026 |
| Nabity-Jensen Investment Management Inc$144M AUM | 1.22% | $2M | 62.9K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.10% | $2M | 62.3K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.03% | $2M | 62.0K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $2M | 60.9K | Q1 2026 |
| Madison Asset Management, LLC$8.1B AUM | 0.02% | $2M | 60.8K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.03% | $2M | 60.4K | Q1 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 0.90% | $2M | 59.4K | Q1 2026 |
| Whipplewood Advisors, LLC$193M AUM | 0.85% | $2M | 59.0K | Q1 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.10% | $2M | 58.9K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.06% | $2M | 61.7K | Q3 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.04% | $2M | 57.9K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.04% | $2M | 54.2K | Q1 2026 |
| Yoder Wealth Management, Inc.$219M AUM | 0.72% | $2M | 56.4K | Q1 2026 |
| Directional Asset Management$109M AUM | 1.43% | $2M | 56.3K | Q1 2026 |
| McGrath & Associates, Inc.$68M AUM | 2.28% | $2M | 55.6K | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.05% | $2M | 55.2K | Q1 2026 |
| Brand Asset Management Group, Inc.$385M AUM | 0.40% | $2M | 55.0K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.16% | $2M | 54.7K | Q1 2026 |
| MidAtlantic Capital Management, Inc.$145M AUM | 1.04% | $2M | 54.0K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.33% | $2M | 53.9K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.08% | $1M | 53.7K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.02% | $1M | 53.7K | Q1 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.22% | $1M | 52.8K | Q1 2026 |
| Avestar Capital, LLC$1.6B AUM | 0.09% | $1M | 52.6K | Q1 2026 |
| Capasso Planning Partners LLC$185M AUM | 0.78% | $1M | 52.0K | Q1 2026 |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.97% | $1M | 54.9K | Q1 2026 |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.12% | $1M | 51.2K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.07% | $1M | 50.2K | Q1 2026 |
| Values Added Financial LLC$238M AUM | 0.58% | $1M | 49.7K | Q1 2026 |
| RED REEF ADVISORS LLC$96M AUM | 1.44% | $1M | 49.3K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.04% | $1M | 48.9K | Q1 2026 |
| Jackson Creek Investment Advisors LLC$340M AUM | 0.37% | $1M | 55.2K | Q2 2025OLDER |
| AMI INVESTMENT MANAGEMENT INC$445M AUM | 0.30% | $1M | 48.3K | Q1 2026 |
| Citizens National Bank Trust Department$601M AUM | 0.22% | $1M | 48.2K | Q1 2026 |
| Gryphon Financial Partners LLC$976M AUM | 0.14% | $1M | 48.0K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.06% | $1M | 48.0K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.17% | $1M | 50.7K | Q3 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.07% | $1M | 47.9K | Q1 2026 |
| Birchwood Financial Partners, Inc.$104M AUM | 1.26% | $1M | 46.7K | Q1 2026 |
| GatePass Capital, LLC$214M AUM | 0.61% | $1M | 46.6K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $1M | 49.2K | Q3 2025OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.08% | $1M | 46.5K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.03% | $1M | 47.1K | Q4 2025OLDER |
| VALLEY NATIONAL ADVISERS INC$773M AUM | 0.17% | $1M | 45.9K | Q1 2026 |
| Ballast Financial Advisors LLC$98M AUM | 1.30% | $1M | 45.7K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.41% | $1M | 45.5K | Q1 2026 |
| Kuhn & Co Investment Counsel$155M AUM | 0.82% | $1M | 45.5K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.02% | $1M | 45.3K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 0.04% | $1M | 43.4K | Q1 2026 |
| Advisor OS, LLC$1.4B AUM | 0.09% | $1M | 44.5K | Q1 2026 |
| Financial Planning Hawaii, Inc.$170M AUM | 0.72% | $1M | 43.5K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 43.4K | Q1 2026 |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.04% | $1M | 42.3K | Q1 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.70% | $1M | 41.6K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $1M | 41.3K | Q1 2026 |
| ASSET PLANNING CORPORATION$211M AUM | 0.54% | $1M | 43.1K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 40.7K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1M | 40.3K | Q1 2026 |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.03% | $1M | 39.7K | Q1 2026 |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.43% | $1M | 39.5K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $1M | 44.7K | Q2 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $1M | 39.0K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.04% | $1M | 39.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 38.8K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.02% | $1M | 36.0K | Q1 2026 |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.18% | $1M | 38.0K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.06% | $1M | 37.7K | Q1 2026 |
| Vanguard National Trust Co$1.6B AUM | 0.07% | $1M | 37.6K | Q1 2026 |
| Continuum Advisory, LLC$1.0B AUM | 0.10% | $1M | 36.9K | Q1 2026 |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.07% | $1M | 36.8K | Q1 2026 |
| May Barnhard Investments LLC$206M AUM | 0.49% | $1M | 36.6K | Q1 2026 |
| Platt Wealth Management LLC$103M AUM | 0.99% | $1M | 36.4K | Q1 2026 |
| Clarity Capital Advisors, LLC$215M AUM | 0.47% | $1M | 36.1K | Q1 2026 |
| Bedel Financial Consulting, Inc.$888M AUM | 0.11% | $1M | 36.0K | Q1 2026 |
| Facet Wealth, Inc.$5.8B AUM | 0.02% | $997,058 | 35.8K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.07% | $992,212 | 35.6K | Q1 2026 |
| Stokes Family Office, LLC$969M AUM | 0.09% | $986,158 | 36.2K | Q4 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.04% | $985,570 | 35.4K | Q1 2026 |
| Clear Point Advisors Inc.$129M AUM | 0.76% | $981,187 | 35.2K | Q1 2026 |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.12% | $980,599 | 35.2K | Q1 2026 |
| Revolve Wealth Partners, LLC$965M AUM | 0.12% | $946,204 | 34.0K | Q1 2026 |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.03% | $945,118 | 33.9K | Q1 2026 |
| Heritage Wealth Management, Inc.$202M AUM | 0.26% | $940,650 | 34.6K | Q4 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.05% | $930,469 | 33.4K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.01% | $902,748 | 32.4K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $896,408 | 32.2K | Q1 2026 |
| HRC WEALTH MANAGEMENT, LLC$212M AUM | 0.42% | $894,868 | 32.1K | Q1 2026 |
| Vishria Bird Financial Group, LLC$510M AUM | 0.17% | $884,942 | 33.6K | Q3 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $878,030 | 31.5K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $872,875 | 31.3K | Q1 2026 |
| Legacy Financial Strategies, LLC$554M AUM | 0.16% | $871,841 | 31.3K | Q1 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 0.31% | $861,078 | 30.9K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.02% | $853,600 | 30.6K | Q1 2026 |
| Crusonia Wealth Advisors LLC$485M AUM | 0.17% | $847,476 | 30.4K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $845,303 | 30.4K | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.03% | $837,209 | 31.8K | Q3 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $829,000 | 29.7K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $823,662 | 29.6K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.03% | $820,286 | 29.5K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.01% | $808,506 | 29.0K | Q1 2026 |
| Auxano Advisors, LLC$501M AUM | 0.16% | $805,383 | 28.9K | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $805,032 | 28.9K | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.02% | $792,000 | 28.4K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.02% | $791,143 | 28.4K | Q1 2026 |
| Monetary Solutions, Ltd$103M AUM | 0.76% | $782,418 | 28.1K | Q1 2026 |
| Northwest Capital Management Inc$23M AUM | 0.42% | $773,501 | 31.5K | Q2 2025OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.14% | $770,303 | 27.7K | Q1 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 0.04% | $763,090 | 27.4K | Q1 2026 |
| APPLETON PARTNERS INC/MA$1.4B AUM | 0.05% | $752,000 | 27.0K | Q1 2026 |
| Wealth Advisory Team LLC$113M AUM | 0.66% | $747,352 | 27.5K | Q4 2025OLDER |
| KLCM Advisors, Inc.$1.2B AUM | 0.06% | $746,874 | 26.8K | Q1 2026 |
| L.K. Benson & Company, P.C.$302M AUM | 0.25% | $744,272 | 26.7K | Q1 2026 |
| Sonora Investment Management Group, LLC$1.4B AUM | 0.05% | $741,634 | 28.2K | Q3 2025OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $739,187 | 27.2K | Q4 2025OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.03% | $733,848 | 26.4K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $726,968 | 26.1K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $723,933 | 26.0K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $708,755 | 25.4K | Q1 2026 |
| Sand Hill Global Advisors, LLC$3.0B AUM | 0.02% | $706,473 | 25.4K | Q1 2026 |
| Trust Point Inc.$1.2B AUM | 0.06% | $706,387 | 25.4K | Q1 2026 |
| Phil A. Younker & Associates, Ltd.$150M AUM | 0.47% | $704,772 | 25.3K | Q1 2026 |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 0.15% | $695,275 | 25.0K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $694,576 | 24.9K | Q1 2026 |
| HOWE & RUSLING INC$1.5B AUM | 0.05% | $692,714 | 24.9K | Q1 2026 |
| Clark Asset Management, LLC$1.3B AUM | 0.06% | $690,050 | 24.8K | Q1 2026 |
| Mengis Capital Management, Inc.$581M AUM | 0.12% | $687,644 | 24.7K | Q1 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.11% | $687,466 | 18.2K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $683,185 | 24.5K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $681,000 | 24.4K | Q1 2026 |
| Curi Capital, LLC$5.6B AUM | 0.01% | $680,905 | 24.4K | Q1 2026 |
| SOL Capital Management CO$206M AUM | 0.07% | $677,000 | 27.6K | Q2 2025OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.42% | $667,068 | 24.5K | Q4 2025OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.05% | $663,666 | 23.9K | Q1 2026 |
| KEYVANTAGE WEALTH, LLC$227M AUM | 0.29% | $662,468 | 23.8K | Q1 2026 |
| Lafayette Investments, Inc.$494M AUM | 0.13% | $661,354 | 23.7K | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.26% | $655,636 | 23.5K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.04% | $651,271 | 22.1K | Q1 2026 |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.02% | $646,817 | 23.2K | Q1 2026 |
| IFG Advisory, LLC$35M AUM | 0.03% | $646,779 | 23.8K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.02% | $639,457 | 23.0K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $637,632 | 26.0K | Q2 2025OLDER |
| JMG Financial Group, Ltd.$3.6B AUM | 0.02% | $627,878 | 22.5K | Q1 2026 |
| Plan A Wealth LLC$209M AUM | 0.30% | $624,146 | 22.4K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $615,821 | 22.1K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.02% | $614,629 | 22.1K | Q1 2026 |
| Destination Wealth Management$3.9B AUM | 0.02% | $609,124 | 21.9K | Q1 2026 |
| Donor Advised Charitable Giving, Inc.$3.9B AUM | 0.01% | $608,701 | 22.4K | Q4 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $604,763 | 21.7K | Q1 2026 |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.01% | $595,263 | 21.4K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $591,273 | 21.2K | Q1 2026 |
| Compass Planning Associates Inc$156M AUM | 0.54% | $590,824 | 24.1K | Q2 2025OLDER |
| MSA Advisors, LLC$333M AUM | 0.18% | $583,513 | 21.0K | Q1 2026 |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.04% | $582,397 | 21.4K | Q4 2025OLDER |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM | 0.04% | $582,288 | 20.9K | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.02% | $580,951 | 20.9K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $577,530 | 20.7K | Q1 2026 |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $570,758 | 20.5K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.07% | $570,257 | 20.5K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $569,294 | 20.4K | Q1 2026 |
| WealthPLAN Partners, LLC$518M AUM | 0.11% | $568,948 | 20.4K | Q1 2026 |
| Fund Evaluation Group, LLC$3.3B AUM | 0.02% | $564,965 | 20.3K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $563,956 | 20.3K | Q1 2026 |
| DAHRING | CUSMANO LLC$163M AUM | 0.35% | $563,187 | 20.2K | Q1 2026 |
| Brown Financial Advisory$202M AUM | 0.28% | $561,108 | 20.1K | Q1 2026 |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.06% | $558,699 | 20.1K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $558,086 | 20.0K | Q1 2026 |
| J. L. Bainbridge & Co., Inc.$1.1B AUM | 0.05% | $550,789 | 19.8K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.02% | $547,449 | 19.7K | Q1 2026 |
| Francis Financial, Inc.$539M AUM | 0.10% | $546,711 | 20.8K | Q3 2025OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.08% | $545,909 | 19.6K | Q1 2026 |
| Welch Group, LLC$2.7B AUM | 0.02% | $544,078 | 19.5K | Q1 2026 |
| Lantern Wealth Advisors, LLC$195M AUM | 0.32% | $542,817 | 22.1K | Q2 2025OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.13% | $541,543 | 19.4K | Q1 2026 |
| Everest Financial Group LLC$607M AUM | 0.09% | $538,258 | 19.3K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.03% | $534,024 | 19.2K | Q1 2026 |
| Fingerlakes Wealth Management, Inc.$151M AUM | 0.35% | $532,003 | 19.1K | Q1 2026 |
| OBSIDIAN CIO, LLC$111M AUM | 0.47% | $525,840 | 10.7K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.01% | $518,121 | 18.6K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $514,000 | 18.5K | Q1 2026 |
| Traub Capital Management LLC$101M AUM | 0.51% | $512,719 | 18.4K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $504,668 | 18.1K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $504,244 | 18.1K | Q1 2026 |
| CAROLINAS WEALTH CONSULTING LLC$0 AUM | 0.11% | $503,955 | 21.3K | Q2 2025OLDER |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 0.07% | $499,854 | 17.9K | Q1 2026 |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.07% | $498,794 | 17.9K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.05% | $494,003 | 17.7K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.02% | $492,862 | 20.9K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $489,492 | 17.6K | Q1 2026 |
| Tactive Advisors, LLC$406M AUM | 0.14% | $487,306 | 17.5K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $486,680 | 17.5K | Q1 2026 |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.02% | $484,670 | 17.4K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.14% | $478,624 | 17.6K | Q4 2025OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.39% | $476,207 | 17.1K | Q1 2026 |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.02% | $472,444 | 19.3K | Q2 2025OLDER |
| Embree Financial Group$849M AUM | 0.06% | $469,223 | 16.8K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $464,176 | 16.7K | Q1 2026 |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.22% | $462,561 | 16.6K | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.10% | $440,793 | 15.8K | Q1 2026 |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.06% | $439,250 | 15.8K | Q1 2026 |
| Argyle Capital Partners, LLC$139M AUM | 0.32% | $437,607 | 15.7K | Q1 2026 |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 0.02% | $436,549 | 15.7K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $436,298 | 15.7K | Q1 2026 |
| WESPAC Advisors, LLC$183M AUM | 0.24% | $433,520 | 15.6K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $428,088 | 15.4K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.