SCHDSCHWAB STRATEGIC TR
CUSIP 808524797 · Yahoo Finance ↗ · Google Finance ↗
Schwab Strategic Tr (SCHD) has 2,031 institutional holders in Filings Flow’s 13F database, together reporting 817.90M shares worth $24.1B as of Q1 2026. The largest reported holders are Rakuten Investment Management, Inc., Sumitomo Life Insurance Co, and Lpl Financial LLC.
Institutional Holders
2,031
Q1 2026
Reported Value
$24.1B
Ticker
SCHD
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Keystone Financial Planning, Inc.$374M AUM | 55.43% | $208M | 6.76M | Q1 2026OLDER |
| SUMITOMO LIFE INSURANCE CO$4.3B AUM | 32.77% | $1.4B | 45.45M | Q1 2026OLDER |
| Sarver Vrooman Wealth Advisors$168M AUM | 31.82% | $53M | 1.66M | Q2 2026 |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 16.95% | $54M | 1.71M | Q2 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 16.91% | $168M | 5.31M | Q2 2026 |
| Whelan Financial$322M AUM | 16.91% | $54M | 1.78M | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 15.99% | $24M | 762.2K | Q2 2026 |
| Reliant Wealth Planning$331M AUM | 14.73% | $45M | 1.66M | Q3 2025OLDER |
| WFA Asset Management Corp$184M AUM | 14.72% | $27M | 320.4K | Q3 2025OLDER |
| Golden Reserve Retirement LLC$485M AUM | 14.48% | $70M | 2.29M | Q1 2026OLDER |
| CGC Financial Services, LLC$346M AUM | 14.33% | $50M | 1.62M | Q1 2026OLDER |
| eCIO, Inc.$228M AUM | 13.72% | $31M | 1.02M | Q1 2026OLDER |
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 13.32% | $20M | 639.8K | Q1 2026OLDER |
| Cedar Wealth Management, LLC$344M AUM | 12.84% | $44M | 1.44M | Q1 2026OLDER |
| Paradiem, LLC$454M AUM | 12.39% | $56M | 1.83M | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 12.21% | $17M | 565.5K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 11.95% | $12M | 403.0K | Q1 2026OLDER |
| Schaeffer Financial LLC$119M AUM | 11.90% | $14M | 461.0K | Q1 2026OLDER |
| McCarthy Asset Management, Inc.$192M AUM | 11.69% | $22M | 816.1K | Q4 2025OLDER |
| ForthRight Wealth Management, LLC$353M AUM | 11.23% | $40M | 1.29M | Q1 2026OLDER |
| Evergreen Advisors, LLC$426M AUM | 11.18% | $48M | 1.55M | Q1 2026OLDER |
| Red Mountain Financial, LLC$106M AUM | 10.88% | $12M | 376.3K | Q1 2026OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 10.72% | $53M | 1.72M | Q1 2026OLDER |
| Stonehearth Capital Management, LLC$293M AUM | 10.49% | $31M | 969.3K | Q2 2026 |
| Northwest Quadrant Wealth Management, LLC$481M AUM | 10.48% | $50M | 1.64M | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 10.38% | $35M | 1.15M | Q1 2026OLDER |
| Global Wealth Management, LLC$183M AUM | 10.34% | $19M | 618.0K | Q1 2026OLDER |
| Gilbert Capital Group, Inc.$129M AUM | 9.95% | $13M | 419.8K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 9.60% | $47M | 1.53M | Q1 2026OLDER |
| Noble Family Wealth, LLC$484M AUM | 9.53% | $46M | 1.51M | Q1 2026OLDER |
| Lighthouse Wealth Management Inc.$147M AUM | 9.49% | $14M | 455.4K | Q1 2026OLDER |
| J. Mark Nickell & Co.$207M AUM | 9.37% | $10M | 338.1K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 9.36% | $29M | 941.0K | Q1 2026OLDER |
| Walker Financial Services, Inc.$292M AUM | 9.35% | $27M | 890.6K | Q1 2026OLDER |
| WEALTH MANAGEMENT RESOURCES, INC.$287M AUM | 9.30% | $27M | 871.2K | Q1 2026OLDER |
| Prepared Retirement Institute LLC$202M AUM | 8.88% | $18M | 583.0K | Q1 2026OLDER |
| Summit Asset Management, LLC$719M AUM | 8.79% | $63M | 2.06M | Q1 2026OLDER |
| Fairway Financial, LLC$132M AUM | 8.79% | $12M | 376.9K | Q1 2026OLDER |
| Scott Capital Advisors, LLC$639M AUM | 8.53% | $54M | 1.72M | Q2 2026 |
| Bruce G. Allen Investments, LLC$153M AUM | 8.50% | $13M | 423.5K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 8.36% | $59M | 1.92M | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 8.32% | $28M | 928.3K | Q1 2026OLDER |
| Allied Investment Advisors, LLC$697M AUM | 7.99% | $56M | 1.82M | Q1 2026OLDER |
| Weitzel Financial Services, Inc.$265M AUM | 7.90% | $21M | 683.5K | Q1 2026OLDER |
| Crescent Sterling, Ltd.$112M AUM | 7.88% | $9M | 278.0K | Q2 2026 |
| SRH ADVISORS, LLC$349M AUM | 7.73% | $27M | 880.5K | Q1 2026OLDER |
| Appalachian Capital Management Ltd$125M AUM | 7.65% | $10M | 311.6K | Q1 2026OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 7.63% | $15M | 490.1K | Q1 2026OLDER |
| SARD WEALTH MANAGEMENT GROUP, LLC$184M AUM | 7.63% | $14M | 457.4K | Q1 2026OLDER |
| Coastwise Capital Group, LLC$180M AUM | 7.62% | $14M | 447.3K | Q1 2026OLDER |
| Curran Financial Partners, LLC$559M AUM | 7.53% | $42M | 1.37M | Q1 2026OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 7.53% | $15M | 485.0K | Q1 2026OLDER |
| Mendel Capital Management LLC$199M AUM | 7.49% | $15M | 485.8K | Q1 2026OLDER |
| Coquina Private Wealth LLC$124M AUM | 7.45% | $9M | 301.7K | Q1 2026OLDER |
| Powers Advisory Group, LLC$284M AUM | 7.40% | $21M | 683.7K | Q1 2026OLDER |
| PACES FERRY WEALTH ADVISORS, LLC$241M AUM | 7.39% | $18M | 580.5K | Q1 2026OLDER |
| Asset Advisors Investment Management, LLC$1.0B AUM | 7.37% | $77M | 2.52M | Q1 2026OLDER |
| Joule Financial, LLC$343M AUM | 7.25% | $25M | 811.3K | Q1 2026OLDER |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM | 7.24% | $9M | 301.3K | Q1 2026OLDER |
| Next Level Wealth Planning, LLC$195M AUM | 6.91% | $13M | 438.3K | Q1 2026OLDER |
| Leelyn Smith, LLC$713M AUM | 6.83% | $49M | 1.59M | Q1 2026OLDER |
| Aspire Capital Advisors LLC$444M AUM | 6.78% | $30M | 980.8K | Q1 2026OLDER |
| Payne Capital LLC$109M AUM | 6.66% | $7M | 236.4K | Q1 2026OLDER |
| Clay Northam Wealth Management, LLC$178M AUM | 6.65% | $12M | 386.2K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 6.64% | $10M | 339.6K | Q1 2026OLDER |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 6.56% | $15M | 498.3K | Q1 2026OLDER |
| Financial Guidance Group, Inc.$249M AUM | 6.37% | $16M | 516.5K | Q1 2026OLDER |
| McAlister, Sweet & Associates, Inc.$161M AUM | 6.35% | $10M | 332.3K | Q1 2026OLDER |
| Avant Capital LLC$142M AUM | 6.34% | $9M | 294.0K | Q1 2026OLDER |
| SIMS INVESTMENT MANAGEMENT, LLC$272M AUM | 6.29% | $17M | 557.8K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 6.25% | $294M | 9.57M | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 6.24% | $13M | 421.6K | Q1 2026OLDER |
| Keystone Financial Group, Inc.$192M AUM | 6.24% | $12M | 391.6K | Q1 2026OLDER |
| American Alpha Advisors, LLC$188M AUM | 6.23% | $12M | 382.2K | Q1 2026OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 6.19% | $62M | 1.95M | Q2 2026 |
| CVA Family Office, LLC$950M AUM | 6.18% | $59M | 1.91M | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 6.05% | $8M | 259.2K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 5.97% | $10M | 326.2K | Q1 2026OLDER |
| Livet Wealth, LLC$157M AUM | 5.79% | $9M | 296.8K | Q1 2026OLDER |
| Womack Financial LLC$136M AUM | 5.77% | $8M | 255.7K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 5.75% | $47M | 1.53M | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 5.74% | $8M | 18.6K | Q3 2025OLDER |
| Michels Family Financial, LLC$139M AUM | 5.73% | $8M | 258.9K | Q1 2026OLDER |
| Kellett Wealth Advisors, LLC$184M AUM | 5.70% | $11M | 342.5K | Q1 2026OLDER |
| Newman Dignan & Sheerar, Inc.$523M AUM | 5.69% | $30M | 939.0K | Q2 2026 |
| Meridian Financial Advisors, LLC$183M AUM | 5.69% | $10M | 339.4K | Q1 2026OLDER |
| Mission Hills Financial Advisory, LLC$195M AUM | 5.67% | $11M | 360.8K | Q1 2026OLDER |
| American Financial Advisors, LLC$750M AUM | 5.63% | $42M | 1.38M | Q1 2026OLDER |
| Phil A. Younker & Associates, Ltd.$150M AUM | 5.62% | $8M | 274.5K | Q1 2026OLDER |
| SIGNAL TREE FINANCIAL PARTNERS LLC$132M AUM | 5.60% | $7M | 241.8K | Q1 2026OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 5.52% | $33M | 1.04M | Q2 2026 |
| BlueChip Wealth Advisors LLC$228M AUM | 5.50% | $13M | 408.1K | Q1 2026OLDER |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.$185M AUM | 5.43% | $10M | 317.3K | Q2 2026 |
| Talisman Wealth Advisors LLC$124M AUM | 5.42% | $7M | 219.5K | Q1 2026OLDER |
| Bouchey Financial Group Ltd$1.4B AUM | 5.35% | $73M | 2.36M | Q1 2026OLDER |
| Latko Wealth Management, Ltd.$205M AUM | 5.31% | $11M | 355.1K | Q1 2026OLDER |
| Silver Coast Investments LLC$313M AUM | 5.27% | $17M | 538.0K | Q1 2026OLDER |
| Kure Advisory, LLC$184M AUM | 5.21% | $10M | 311.9K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 5.20% | $24M | 782.1K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 5.14% | $92M | 3.00M | Q1 2026OLDER |
| LongView Wealth Management$390M AUM | 5.12% | $20M | 629.8K | Q2 2026 |
| Midwest Financial Group LLC$234M AUM | 4.98% | $12M | 381.0K | Q1 2026OLDER |
| Davis Capital Management$169M AUM | 4.95% | $8M | 263.8K | Q2 2026 |
| Whitegate Investment Counselors, Inc.$315M AUM | 4.87% | $15M | 499.2K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 4.73% | $36M | 1.19M | Q1 2026OLDER |
| Cadia Private Client LLC$123M AUM | 4.68% | $6M | 188.0K | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 4.67% | $6M | 205.1K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 4.64% | $169M | 5.51M | Q1 2026OLDER |
| ALPHA CAPITAL ADVISORS INC /ADV$105M AUM | 4.60% | $5M | 157.6K | Q1 2026OLDER |
| Rakuten Investment Management, Inc.$49.2B AUM | 4.58% | $2.3B | 83.18M | Q1 2026OLDER |
| Seek First Inc.$142M AUM | 4.34% | $6M | 200.6K | Q1 2026OLDER |
| Obsidian Personal Planning Solutions LLC$288M AUM | 4.26% | $12M | 458.7K | Q3 2025OLDER |
| Lakeshore Financial Planning, Inc.$276M AUM | 4.22% | $12M | 379.7K | Q1 2026OLDER |
| Johnson & White Wealth Management, LLC$236M AUM | 4.22% | $10M | 325.2K | Q1 2026OLDER |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 4.19% | $20M | 642.3K | Q2 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 4.17% | $14M | 462.2K | Q1 2026OLDER |
| O'Connor Financial Group LLC$244M AUM | 4.16% | $10M | 363.3K | Q3 2025OLDER |
| RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM | 4.13% | $14M | 470.5K | Q1 2026OLDER |
| Portus Wealth Advisors, LLC$106M AUM | 4.12% | $4M | 142.5K | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 4.11% | $6M | 202.2K | Q1 2026OLDER |
| Prosperitas Financial LLC$268M AUM | 4.11% | $11M | 359.4K | Q1 2026OLDER |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 4.09% | $7M | 226.8K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 4.08% | $12M | 381.3K | Q1 2026OLDER |
| Courage Miller Partners, LLC$354M AUM | 4.07% | $14M | 469.4K | Q1 2026OLDER |
| Tudor Financial Inc.$196M AUM | 4.05% | $8M | 258.1K | Q1 2026OLDER |
| Juno Financial Group LLC$255M AUM | 4.02% | $10M | 334.0K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 4.00% | $6M | 197.0K | Q1 2026OLDER |
| MBA Advisors LLC$260M AUM | 3.99% | $10M | 338.7K | Q1 2026OLDER |
| Robbins Farley$226M AUM | 3.98% | $9M | 293.0K | Q1 2026OLDER |
| MORTON COMMUNITY BANK$460M AUM | 3.95% | $18M | 592.9K | Q1 2026OLDER |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 3.95% | $6M | 199.8K | Q1 2026OLDER |
| HRC WEALTH MANAGEMENT, LLC$212M AUM | 3.95% | $8M | 272.4K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 3.94% | $41M | 1.35M | Q1 2026OLDER |
| Southland Equity Partners LLC$571M AUM | 3.92% | $22M | 706.2K | Q2 2026 |
| Dala Group, LLC$115M AUM | 3.92% | $5M | 165.0K | Q2 2026 |
| Integrated Investment Consultants, LLC$471M AUM | 3.92% | $18M | 602.0K | Q2 2026 |
| GSG Advisors LLC$385M AUM | 3.92% | $15M | 491.5K | Q1 2026OLDER |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 3.91% | $5M | 174.2K | Q1 2026OLDER |
| HC Advisors, LLC$149M AUM | 3.89% | $6M | 189.5K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 3.88% | $9M | 341.0K | Q2 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 3.82% | $12M | 376.1K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 3.78% | $18M | 595.2K | Q1 2026OLDER |
| BEACON ADVISORS HOLDINGS, LLC$187M AUM | 3.77% | $7M | 230.1K | Q1 2026OLDER |
| Trinity Financial Advisors LLC$389M AUM | 3.76% | $13M | 477.0K | Q3 2025OLDER |
| Souders Financial Advisors$876M AUM | 3.72% | $33M | 1.06M | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 3.68% | $14M | 457.3K | Q1 2026OLDER |
| North Forty Two & Co.$108M AUM | 3.67% | $4M | 129.6K | Q1 2026OLDER |
| MRWM Advisors, LLC$184M AUM | 3.67% | $7M | 220.8K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 3.66% | $13M | 409.3K | Q1 2026OLDER |
| Vista Cima Wealth Management LLC$101M AUM | 3.64% | $4M | 120.1K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 3.64% | $22M | 720.2K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 3.63% | $7M | 264.1K | Q4 2025OLDER |
| PENNEY FINANCIAL, LLC$261M AUM | 3.63% | $9M | 308.2K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 3.61% | $20M | 661.8K | Q1 2026OLDER |
| Compass Wealth Management, LLC/GA$234M AUM | 3.56% | $8M | 272.0K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 3.54% | $24M | 784.5K | Q1 2026OLDER |
| Guild Investment Management, Inc.$140M AUM | 3.54% | $5M | 174.2K | Q4 2025OLDER |
| Capital Advantage, Inc.$765M AUM | 3.50% | $27M | 872.5K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 3.47% | $46M | 1.69M | Q4 2025OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 3.46% | $10M | 323.1K | Q1 2026OLDER |
| Guardian Financial Partners, LLC$237M AUM | 3.41% | $8M | 263.0K | Q1 2026OLDER |
| Asset Advisory Group, Inc.$229M AUM | 3.37% | $8M | 243.0K | Q2 2026 |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 3.32% | $9M | 279.7K | Q1 2026OLDER |
| Apriem Advisors$1.0B AUM | 3.28% | $34M | 1.12M | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 3.25% | $8M | 248.8K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 3.24% | $19M | 620.1K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 3.21% | $408M | 13.31M | Q1 2026OLDER |
| SPRENG CAPITAL MANAGEMENT, INC.$212M AUM | 3.21% | $7M | 221.6K | Q1 2026OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 3.20% | $8M | 247.6K | Q1 2026OLDER |
| Family Capital Management, Inc.$225M AUM | 3.17% | $7M | 232.6K | Q1 2026OLDER |
| Hofer & Associates. Inc$186M AUM | 3.17% | $6M | 192.4K | Q1 2026OLDER |
| Friday Financial$373M AUM | 3.17% | $12M | 363.8K | Q2 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM | 3.13% | $18M | 577.8K | Q1 2026OLDER |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 3.12% | $16M | 598.3K | Q3 2025OLDER |
| Holos Integrated Wealth LLC$198M AUM | 3.12% | $6M | 201.5K | Q1 2026OLDER |
| Bauman Advisory Group, LLC$143M AUM | 3.08% | $4M | 143.4K | Q1 2026OLDER |
| BXM Wealth LLC$130M AUM | 3.06% | $4M | 129.7K | Q1 2026OLDER |
| Keystone Financial Services, LLC$149M AUM | 3.01% | $4M | 146.1K | Q1 2026OLDER |
| New Insight Wealth Advisors$279M AUM | 3.00% | $8M | 273.1K | Q1 2026OLDER |
| Curbstone Financial Management Corp$523M AUM | 2.97% | $16M | 505.8K | Q1 2026OLDER |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 2.93% | $3M | 99.6K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 2.92% | $4M | 129.1K | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 2.91% | $21M | 684.7K | Q1 2026OLDER |
| Hidden Cove Wealth Management, LLC$156M AUM | 2.89% | $5M | 146.7K | Q1 2026OLDER |
| NCM Capital Management, LLC$279M AUM | 2.88% | $8M | 262.3K | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 2.83% | $6M | 201.8K | Q1 2026OLDER |
| DMKC Advisory Services, LLC$530M AUM | 2.81% | $15M | 468.8K | Q2 2026 |
| MADDEN SECURITIES Corp$333M AUM | 2.80% | $9M | 304.0K | Q1 2026OLDER |
| Sage Financial Management Group, Inc.$325M AUM | 2.79% | $9M | 296.0K | Q1 2026OLDER |
| Lexington Hill Partners, LLC$206M AUM | 2.78% | $6M | 180.6K | Q2 2026 |
| Burns Matteson Capital Management, LLC$273M AUM | 2.75% | $8M | 244.6K | Q1 2026OLDER |
| Andrews Advisory Associates, LLC$190M AUM | 2.68% | $5M | 166.2K | Q1 2026OLDER |
| INTEGRAL INVESTMENT ADVISORS, INC.$454M AUM | 2.68% | $12M | 383.7K | Q2 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 2.67% | $10M | 323.5K | Q2 2026 |
| Milestones Private Investment Advisors LLC$114M AUM | 2.64% | $3M | 97.7K | Q1 2026OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 2.63% | $9M | 309.1K | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 2.62% | $13M | 482.6K | Q3 2025OLDER |
| Tenzing Financial LLC$146M AUM | 2.58% | $4M | 116.7K | Q2 2026 |
| TPG Advisors LLC$160M AUM | 2.56% | $4M | 134.0K | Q1 2026OLDER |
| Exeter Financial, LLC$245M AUM | 2.55% | $6M | 203.6K | Q1 2026OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 2.54% | $9M | 296.9K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 2.53% | $8M | 249.7K | Q1 2026OLDER |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 2.52% | $13M | 420.9K | Q2 2026 |
| Coastal Bridge Advisors, LLC$1.4B AUM | 2.51% | $36M | 1.16M | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 2.51% | $11M | 349.2K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 2.50% | $7M | 214.3K | Q1 2026OLDER |
| Leo H. Evart, Inc.$117M AUM | 2.49% | $3M | 94.9K | Q1 2026OLDER |
| Joseph Group Capital Management$400M AUM | 2.48% | $10M | 323.9K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 2.47% | $56M | 1.84M | Q1 2026OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 2.46% | $10M | 332.8K | Q1 2026OLDER |
| AHL INVESTMENT MANAGEMENT, INC.$146M AUM | 2.44% | $4M | 130.5K | Q3 2025OLDER |
| Freestate Advisors LLC$134M AUM | 2.42% | $3M | 102.4K | Q2 2026 |
| Journey Beyond Wealth, LLC$116M AUM | 2.42% | $3M | 91.7K | Q1 2026OLDER |
| Legacy Financial Strategies, LLC$554M AUM | 2.42% | $13M | 436.5K | Q1 2026OLDER |
| Chris Bulman Inc$228M AUM | 2.40% | $5M | 178.2K | Q1 2026OLDER |
| Woodside Wealth Management LLC$128M AUM | 2.38% | $3M | 99.5K | Q1 2026OLDER |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV$347M AUM | 2.38% | $8M | 260.8K | Q2 2026 |
| Axis Wealth Partners, LLC$188M AUM | 2.38% | $4M | 146.0K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 2.38% | $4M | 130.5K | Q3 2025OLDER |
| LifeSteps Financial, Inc.$158M AUM | 2.35% | $4M | 121.0K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 2.34% | $5M | 175.3K | Q1 2026OLDER |
| IRON Financial LLC$229M AUM | 2.32% | $5M | 172.9K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 2.30% | $4M | 140.8K | Q1 2026OLDER |
| Goepper Burkhardt LLC$299M AUM | 2.27% | $7M | 221.2K | Q1 2026OLDER |
| Directional Asset Management$109M AUM | 2.26% | $2M | 80.7K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 2.26% | $12M | 381.6K | Q1 2026OLDER |
| Navalign, LLC$396M AUM | 2.25% | $9M | 290.4K | Q1 2026OLDER |
| White Knight Strategic Wealth Advisors, LLC$119M AUM | 2.24% | $3M | 86.7K | Q1 2026OLDER |
| Sage Investment Advisers LLC$149M AUM | 2.23% | $3M | 104.4K | Q2 2026 |
| Decker Retirement Planning Inc.$221M AUM | 2.21% | $5M | 159.3K | Q1 2026OLDER |
| United Bank$301M AUM | 2.20% | $7M | 215.9K | Q1 2026OLDER |
| Sunburst Financial Group, LLC$617M AUM | 2.20% | $14M | 428.4K | Q2 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 2.20% | $4M | 132.5K | Q1 2026OLDER |
| MUIRFIELD WEALTH ADVISORS LLC$136M AUM | 2.20% | $3M | 97.3K | Q1 2026OLDER |
| Barry Investment Advisors, LLC$478M AUM | 2.16% | $10M | 326.3K | Q2 2026 |
| Equity Wealth Partners, LLC$155M AUM | 2.16% | $3M | 109.0K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 2.14% | $6M | 197.5K | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 2.13% | $25M | 802.2K | Q1 2026OLDER |
| Cresta Advisors, Ltd.$244M AUM | 2.13% | $5M | 169.8K | Q1 2026OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 2.13% | $5M | 154.5K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 2.13% | $4M | 122.9K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 2.11% | $10M | 325.1K | Q1 2026OLDER |
| Duncan Williams Asset Management, LLC$361M AUM | 2.10% | $8M | 246.3K | Q1 2026OLDER |
| Oxinas Partners, LLC$254M AUM | 2.08% | $4M | 157.5K | Q4 2025OLDER |
| SFM, LLC$195M AUM | 2.08% | $4M | 127.8K | Q2 2026 |
| Sachetta, LLC$184M AUM | 2.07% | $4M | 124.7K | Q1 2026OLDER |
| Financial Designs Corp$180M AUM | 2.06% | $4M | 120.5K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 2.05% | $3M | 105.9K | Q1 2026OLDER |
| Peachtree Investment Partners, LLC$262M AUM | 2.04% | $5M | 174.9K | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 2.03% | $12M | 389.0K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 2.02% | $19M | 627.5K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 2.02% | $42M | 1.52M | Q3 2025OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 2.02% | $6M | 183.9K | Q1 2026OLDER |
| MBE Wealth Management, LLC$241M AUM | 2.01% | $5M | 157.7K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 2.00% | $31M | 1.01M | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 1.99% | $17M | 525.5K | Q2 2026 |
| Pacific Capital Wealth Advisors, Inc.$663M AUM | 1.98% | $13M | 413.8K | Q2 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 1.97% | $21M | 666.6K | Q2 2026 |
| CAP Partners, LLC$177M AUM | 1.97% | $3M | 113.6K | Q1 2026OLDER |
| Northeast Financial Group, Inc.$404M AUM | 1.97% | $8M | 258.9K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 1.95% | $20M | 643.1K | Q1 2026OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 1.94% | $13M | 426.5K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 1.92% | $49M | 1.58M | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 1.92% | $3M | 109.1K | Q1 2026OLDER |
| Vigilare Wealth Management$326M AUM | 1.92% | $6M | 197.1K | Q2 2026 |
| PCA Investment Advisory Services Inc.$300M AUM | 1.91% | $6M | 187.0K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 1.90% | $17M | 554.0K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 1.89% | $9M | 285.6K | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 1.89% | $2M | 68.7K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 1.89% | $8M | 266.9K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 1.88% | $6M | 184.1K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 1.87% | $19M | 627.6K | Q1 2026OLDER |
| MOR Wealth Management, LLC$218M AUM | 1.87% | $4M | 132.9K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 1.86% | $2M | 79.3K | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 1.86% | $6M | 203.3K | Q2 2026 |
| Global Financial Private Client, LLC$306M AUM | 1.86% | $6M | 184.9K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 1.84% | $5M | 152.6K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 1.81% | $25M | 827.3K | Q1 2026OLDER |
| Piedmont Capital Management, LLC/NC$150M AUM | 1.80% | $3M | 88.0K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 1.79% | $3M | 84.2K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 1.78% | $58M | 1.82M | Q2 2026 |
| Genesee Capital Advisors, LLC$239M AUM | 1.78% | $4M | 138.8K | Q1 2026OLDER |
| Berkeley, Inc$298M AUM | 1.78% | $5M | 173.1K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 1.77% | $4M | 126.4K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 1.75% | $24M | 786.7K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 1.74% | $11M | 362.7K | Q1 2026OLDER |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 1.74% | $5M | 166.9K | Q1 2026OLDER |
| SpringVest Wealth Management LLC$146M AUM | 1.74% | $3M | 82.8K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 1.72% | $3M | 82.2K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 1.71% | $5M | 151.8K | Q1 2026OLDER |
| Safeguard Investment Advisory Group, LLC$362M AUM | 1.71% | $6M | 201.4K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 1.70% | $16M | 526.3K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 1.69% | $53M | 1.73M | Q1 2026OLDER |
| FMA Wealth Management, LLC$156M AUM | 1.69% | $3M | 83.2K | Q2 2026 |
| High Net Worth Advisory Group LLC$429M AUM | 1.67% | $7M | 233.8K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 1.67% | $10M | 311.6K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 1.67% | $3M | 101.4K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 1.66% | $2M | 78.0K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 1.65% | $4M | 144.3K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 1.64% | $9M | 280.2K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 1.64% | $34M | 1.10M | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 1.64% | $3M | 83.5K | Q1 2026OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 1.63% | $10M | 325.2K | Q1 2026OLDER |
| Olistico Wealth, LLC$234M AUM | 1.63% | $4M | 120.4K | Q2 2026 |
| Millennium Capital Advisors, LLC$162M AUM | 1.63% | $3M | 86.1K | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 1.63% | $19M | 606.7K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 1.62% | $2M | 56.0K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 1.61% | $28M | 908.8K | Q1 2026OLDER |
| Yelin Lapidot Holdings Management Ltd.$480M AUM | 1.61% | $8M | 251.5K | Q1 2026OLDER |
| Wolfstich Capital, LLC$114M AUM | 1.60% | $2M | 60.1K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 1.58% | $13M | 413.5K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 1.57% | $18M | 574.4K | Q2 2026 |
| Mainsail Financial Group, LLC$240M AUM | 1.57% | $4M | 122.4K | Q1 2026OLDER |
| First Growth Capital LLC$111M AUM | 1.56% | $2M | 56.6K | Q1 2026OLDER |
| ETF Store, Inc.$103M AUM | 1.55% | $2M | 52.0K | Q1 2026OLDER |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 1.54% | $2M | 77.4K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 1.54% | $2M | 52.0K | Q1 2026OLDER |
| Uniting Wealth Partners, LLC$470M AUM | 1.52% | $7M | 233.0K | Q1 2026OLDER |
| Centric Wealth Management$501M AUM | 1.52% | $8M | 241.2K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 1.51% | $3M | 109.1K | Q1 2026OLDER |
| MTM FINANCIAL GROUP, LLC$213M AUM | 1.51% | $3M | 105.3K | Q2 2026 |
| MOKAN Wealth Management Inc.$226M AUM | 1.50% | $3M | 110.5K | Q1 2026OLDER |
| STAR Financial Bank$212M AUM | 1.49% | $3M | 103.1K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 1.48% | $25M | 810.3K | Q1 2026OLDER |
| BG Investment Services, LLC$120M AUM | 1.48% | $2M | 58.0K | Q1 2026OLDER |
| MFG WEALTH MANAGEMENT, INC.$140M AUM | 1.46% | $2M | 64.2K | Q2 2026 |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 1.45% | $5M | 171.2K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 1.45% | $6M | 195.4K | Q1 2026OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 1.43% | $35M | 1.13M | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 1.43% | $13M | 422.2K | Q1 2026OLDER |
| METROPOLITAN LIFE INSURANCE CO/NY$328M AUM | 1.43% | $5M | 152.9K | Q1 2026OLDER |
| Alliance Wealth Management Group$457M AUM | 1.41% | $6M | 210.4K | Q1 2026OLDER |
| Flatrock Wealth Partners LLC$208M AUM | 1.41% | $3M | 106.9K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 1.41% | $2M | 64.0K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 1.40% | $7M | 224.0K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 1.40% | $12M | 383.4K | Q1 2026OLDER |
| Zullo Investment Group, Inc.$264M AUM | 1.39% | $4M | 119.7K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 1.38% | $6M | 182.5K | Q1 2026OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 1.37% | $3M | 83.0K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 1.37% | $3M | 96.9K | Q1 2026OLDER |
| CHANNEL WEALTH LLC$413M AUM | 1.37% | $6M | 184.4K | Q1 2026OLDER |
| Family Investment Center, Inc.$520M AUM | 1.36% | $7M | 230.3K | Q1 2026OLDER |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 1.35% | $5M | 147.3K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 1.35% | $14M | 462.2K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 1.35% | $8M | 279.7K | Q4 2025OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 1.35% | $3M | 99.9K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 1.33% | $6M | 181.1K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 1.33% | $4M | 139.8K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 1.32% | $1M | 46.4K | Q1 2026OLDER |
| OLIO Financial Planning$361M AUM | 1.32% | $5M | 155.5K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 1.32% | $30M | 966.9K | Q1 2026OLDER |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 1.31% | $2M | 63.6K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 1.30% | $4M | 137.2K | Q2 2026 |
| BLVD Private Wealth, LLC$115M AUM | 1.30% | $1M | 48.9K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 1.28% | $25M | 806.2K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 1.27% | $19M | 607.4K | Q1 2026OLDER |
| Legacy Wealth Advisors, LLC$196M AUM | 1.26% | $2M | 80.5K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 1.24% | $2M | 58.3K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 1.24% | $5M | 163.1K | Q1 2026OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 1.23% | $8M | 254.7K | Q1 2026OLDER |
| MYECFO, LLC$239M AUM | 1.22% | $3M | 95.3K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 1.22% | $9M | 282.0K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 1.21% | $2M | 62.5K | Q1 2026OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 1.21% | $2M | 67.3K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 1.19% | $3M | 112.5K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 1.19% | $11M | 357.3K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 1.18% | $5M | 165.7K | Q2 2026 |
| OUTFITTERS FINANCIAL LLC$129M AUM | 1.16% | $2M | 49.0K | Q1 2026OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 1.16% | $3M | 104.4K | Q1 2026OLDER |
| VIAWEALTH, LLC$180M AUM | 1.15% | $2M | 67.5K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 1.15% | $5M | 156.7K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 1.15% | $3M | 110.5K | Q1 2026OLDER |
| Note Advisors, LLC$200M AUM | 1.14% | $2M | 74.5K | Q1 2026OLDER |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 1.14% | $8M | 275.1K | Q1 2026OLDER |
| URS Advisory LLC$137M AUM | 1.14% | $2M | 50.6K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 1.13% | $2M | 80.6K | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 1.13% | $3M | 93.8K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 1.13% | $20M | 644.8K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 1.12% | $4M | 120.1K | Q2 2026 |
| Selby Wealth Management, LLC$282M AUM | 1.11% | $3M | 99.1K | Q2 2026 |
| Second Half Financial Partners, LLC$222M AUM | 1.11% | $2M | 80.7K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 1.11% | $3M | 126.7K | Q1 2026OLDER |
| Sagace Wealth Management LLC$149M AUM | 1.11% | $2M | 54.0K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 1.11% | $6M | 187.0K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 1.10% | $2M | 50.2K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 1.09% | $16M | 520.6K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$432M AUM | 1.09% | $5M | 147.7K | Q2 2026 |
| Fulcrum Equity Management$136M AUM | 1.08% | $1M | 46.6K | Q2 2026 |
| Clark Wealth Partners$149M AUM | 1.08% | $2M | 52.2K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 1.07% | $10M | 331.9K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 1.05% | $1M | 43.3K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 1.04% | $14M | 448.0K | Q1 2026OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 1.04% | $1M | 36.6K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 1.04% | $20M | 644.3K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 1.03% | $3M | 109.8K | Q1 2026OLDER |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 1.02% | $2M | 53.9K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 1.02% | $10M | 325.9K | Q2 2026 |
| Boyce & Associates Wealth Consulting, Inc.$132M AUM | 1.01% | $1M | 43.6K | Q1 2026OLDER |
| Towercrest Capital Management$642M AUM | 1.01% | $6M | 210.4K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 1.00% | $3M | 89.0K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 1.00% | $5M | 146.8K | Q1 2026OLDER |
| COWA, LLC$371M AUM | 1.00% | $4M | 120.7K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 1.00% | $12M | 403.2K | Q1 2026OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 0.99% | $3M | 104.1K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 0.98% | $3M | 87.7K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.97% | $4M | 132.9K | Q2 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.97% | $82M | 2.67M | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 0.97% | $5M | 168.1K | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 0.96% | $7M | 216.7K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 0.96% | $1M | 47.5K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 0.96% | $1M | 33.2K | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 0.96% | $2M | 56.9K | Q1 2026OLDER |
| Winthrop Advisory Group LLC$1.2B AUM | 0.94% | $11M | 374.3K | Q1 2026OLDER |
| First Financial Group Corp$122M AUM | 0.94% | $1M | 37.4K | Q1 2026OLDER |
| Pacific Wealth Strategies Group, Inc.$174M AUM | 0.93% | $2M | 51.2K | Q2 2026 |
| FLC Capital Advisors$560M AUM | 0.93% | $5M | 170.3K | Q1 2026OLDER |
| Trace Wealth Advisors, LLC$133M AUM | 0.93% | $1M | 46.9K | Q4 2025OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 0.93% | $6M | 186.7K | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 0.93% | $2M | 51.0K | Q1 2026OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 0.92% | $2M | 51.6K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.92% | $20M | 648.0K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.92% | $8M | 258.6K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.91% | $59M | 1.93M | Q1 2026OLDER |
| Royal Capital Wealth Management, LLC$161M AUM | 0.91% | $1M | 47.7K | Q1 2026OLDER |
| Westview Management dba Westview Investment Advisors$192M AUM | 0.90% | $2M | 56.6K | Q1 2026OLDER |
| Bernard Wealth Management Corp.$234M AUM | 0.90% | $2M | 69.1K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.90% | $15M | 487.1K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.89% | $12M | 398.4K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.89% | $20M | 650.3K | Q1 2026OLDER |
| Semus Wealth Partners LLC$179M AUM | 0.88% | $2M | 51.3K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.88% | $7M | 230.5K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.88% | $3M | 103.5K | Q1 2026OLDER |
| Capasso Planning Partners LLC$185M AUM | 0.88% | $2M | 53.0K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.87% | $2M | 61.5K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.87% | $2M | 56.2K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.87% | $7M | 236.9K | Q1 2026OLDER |
| Auxano Advisors, LLC$501M AUM | 0.87% | $4M | 141.6K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.86% | $393M | 12.81M | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.86% | $3M | 112.9K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.85% | $6M | 185.1K | Q1 2026OLDER |
| Enclave Advisors LLC$729M AUM | 0.85% | $6M | 202.2K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.85% | $56M | 1.81M | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.85% | $4M | 125.6K | Q1 2026OLDER |
| Prospect Financial Services LLC$164M AUM | 0.85% | $1M | 45.2K | Q1 2026OLDER |
| ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM | 0.85% | $30M | 1.09M | Q4 2025OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.84% | $1M | 42.2K | Q1 2026OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.83% | $11M | 346.4K | Q1 2026OLDER |
| WEST BANCORPORATION INC$200M AUM | 0.83% | $2M | 54.5K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.83% | $2M | 51.1K | Q2 2026 |
| Disciplined Investors, L.L.C.$168M AUM | 0.83% | $1M | 45.6K | Q1 2026OLDER |
| LS Investment Advisors, LLC$668M AUM | 0.83% | $6M | 180.2K | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 0.83% | $3M | 105.2K | Q1 2026OLDER |
| Nabity-Jensen Investment Management Inc$144M AUM | 0.82% | $1M | 38.5K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.81% | $3M | 100.3K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 0.81% | $2M | 60.5K | Q1 2026OLDER |
| Charles Schwab Trust Co$1.8B AUM | 0.81% | $15M | 458.6K | Q2 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.81% | $3M | 121.9K | Q4 2025OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.80% | $13M | 419.8K | Q1 2026OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.80% | $3M | 97.1K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.80% | $7M | 240.7K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.80% | $8M | 252.3K | Q1 2026OLDER |
| Barnett & Company, Inc.$129M AUM | 0.80% | $1M | 33.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.79% | $742M | 24.18M | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.78% | $2M | 77.9K | Q1 2026OLDER |
| Smart Portfolios, LLC$100M AUM | 0.78% | $777,585 | 25.3K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.78% | $4M | 130.2K | Q1 2026OLDER |
| Marble Wealth, LLC$571M AUM | 0.77% | $4M | 143.6K | Q1 2026OLDER |
| Decker Wealth Management LLC$456M AUM | 0.77% | $4M | 127.8K | Q1 2026OLDER |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.77% | $2M | 52.7K | Q1 2026OLDER |
| Compass Financial Group, INC/SD$715M AUM | 0.77% | $5M | 179.0K | Q1 2026OLDER |
| FAGAN ASSOCIATES, INC.$719M AUM | 0.77% | $6M | 179.5K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.77% | $3M | 98.2K | Q1 2026OLDER |
| Cottage Street Advisors LLC$231M AUM | 0.76% | $2M | 57.6K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.76% | $1M | 44.4K | Q4 2025OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.76% | $8M | 239.9K | Q2 2026 |
| Adams Asset Advisors, LLC$891M AUM | 0.76% | $7M | 220.0K | Q1 2026OLDER |
| Wills Financial Group LLC$265M AUM | 0.75% | $2M | 63.0K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.75% | $2M | 52.3K | Q1 2026OLDER |
| Legacy Advisors, LLC$848M AUM | 0.75% | $6M | 207.5K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.75% | $2M | 58.3K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.75% | $6M | 203.9K | Q1 2026OLDER |
| Arsenal Capital Advisors LLC$138M AUM | 0.75% | $1M | 33.5K | Q1 2026OLDER |
| Armor Investment Advisors, LLC$278M AUM | 0.74% | $2M | 67.1K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.74% | $27M | 869.9K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.74% | $8M | 247.1K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.74% | $1M | 47.0K | Q1 2026OLDER |
| Signet Investment Advisory Group, Inc.$218M AUM | 0.74% | $2M | 52.5K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.74% | $5M | 170.7K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.73% | $8M | 247.6K | Q1 2026OLDER |
| KKM Financial LLC$563M AUM | 0.73% | $4M | 150.1K | Q1 2026OLDER |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 0.73% | $760,081 | 24.8K | Q1 2026OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.72% | $3M | 83.8K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.72% | $19M | 606.0K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.71% | $12M | 386.2K | Q1 2026OLDER |
| CAMDEN NATIONAL BANK$739M AUM | 0.71% | $5M | 171.6K | Q1 2026OLDER |
| Evergreen Wealth Management, LLC$194M AUM | 0.71% | $1M | 44.8K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.71% | $3M | 109.1K | Q2 2026 |
| Wernau Asset Management Inc.$143M AUM | 0.71% | $1M | 33.0K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.70% | $2M | 64.8K | Q1 2026OLDER |
| V2 Financial group LLC$215M AUM | 0.70% | $2M | 49.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.