SCHOSCHWAB STRATEGIC TR
CUSIP 808524862 · Yahoo Finance ↗ · Google Finance ↗
Schwab Strategic Tr (SCHO) has 693 institutional holders in Filings Flow’s 13F database, together reporting 319.82M shares worth $7.7B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Jpmorgan Chase & Co, and Sei Investments Co.
Institutional Holders
693
Q1 2026
Reported Value
$7.7B
Ticker
SCHO
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Williams Financial, LLC$172M AUM | 23.79% | $23M | 945.4K | Q3 2025OLDER |
| Holcombe Financial, Inc.$170M AUM | 14.69% | $25M | 1.03M | Q1 2026OLDER |
| ACCESS FINANCIAL SERVICES, INC.$282M AUM | 11.91% | $34M | 1.38M | Q1 2026OLDER |
| Clear Retirement Advice LLC$146M AUM | 11.07% | $16M | 669.9K | Q2 2026 |
| Blackhawk Capital Partners, LLC$273M AUM | 11.05% | $30M | 1.24M | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 10.23% | $95M | 3.92M | Q1 2026OLDER |
| Arnold Financial Planning LLC$134M AUM | 9.86% | $13M | 547.5K | Q2 2026 |
| TruNorth Capital Management, LLC$522M AUM | 9.14% | $48M | 1.96M | Q1 2026OLDER |
| KRM WEALTH MANAGEMENT L.L.C.$192M AUM | 9.03% | $17M | 714.1K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 8.94% | $30M | 1.23M | Q1 2026OLDER |
| Momentum Wealth Planning, LLC$113M AUM | 8.63% | $10M | 400.3K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 7.45% | $42M | 1.72M | Q1 2026OLDER |
| Blue Sky Capital Consultants Group, Inc.$210M AUM | 6.89% | $14M | 595.5K | Q1 2026OLDER |
| Phil A. Younker & Associates, Ltd.$150M AUM | 6.83% | $10M | 402.1K | Q4 2025OLDER |
| Western Reserve Capital Management, LLC$122M AUM | 6.53% | $8M | 327.9K | Q1 2026OLDER |
| ZynergyRetirementPlanningLLC$165M AUM | 6.44% | $11M | 438.5K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 6.31% | $56M | 2.30M | Q2 2026 |
| Courage Miller Partners, LLC$354M AUM | 5.62% | $20M | 820.0K | Q1 2026OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 5.36% | $23M | 962.9K | Q1 2026OLDER |
| High Probability Advisors, LLC$781M AUM | 5.23% | $41M | 1.68M | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 4.90% | $67M | 2.76M | Q2 2026 |
| LVW Advisors, LLC$1.0B AUM | 4.89% | $51M | 2.11M | Q1 2026OLDER |
| CFG Wealth Management Services, Inc.$110M AUM | 4.51% | $5M | 206.5K | Q1 2026OLDER |
| BWM Planning, LLC$379M AUM | 4.50% | $17M | 703.7K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 4.37% | $16M | 650.2K | Q4 2025OLDER |
| PURE PORTFOLIOS HOLDINGS LLC$332M AUM | 4.35% | $14M | 592.2K | Q4 2025OLDER |
| United Capital Management of KS, Inc.$660M AUM | 4.31% | $28M | 1.17M | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 4.15% | $9M | 365.8K | Q1 2026OLDER |
| Prairiewood Capital, LLC$346M AUM | 4.04% | $14M | 576.2K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 3.89% | $5M | 196.6K | Q1 2026OLDER |
| SIMS INVESTMENT MANAGEMENT, LLC$272M AUM | 3.77% | $10M | 422.6K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 3.63% | $16M | 650.3K | Q1 2026OLDER |
| Valpey Financial Services, LLC$154M AUM | 3.44% | $5M | 217.8K | Q1 2026OLDER |
| ASSET PLANNING CORPORATION$211M AUM | 3.40% | $7M | 294.0K | Q3 2025OLDER |
| Members Advisory Group LLC$292M AUM | 3.30% | $10M | 396.1K | Q1 2026OLDER |
| Farrow Financial, Inc.$176M AUM | 3.17% | $6M | 230.2K | Q1 2026OLDER |
| Northeast Financial Group, Inc.$404M AUM | 3.14% | $13M | 522.6K | Q1 2026OLDER |
| Grove Street Fiduciary, LLC$227M AUM | 3.14% | $7M | 293.4K | Q1 2026OLDER |
| Plan A Wealth LLC$209M AUM | 3.12% | $7M | 268.5K | Q1 2026OLDER |
| BARD ASSOCIATES INC$398M AUM | 3.10% | $12M | 508.8K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 2.98% | $5M | 223.0K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 2.93% | $67M | 2.76M | Q1 2026OLDER |
| TrustWell Financial Advisors, LLC$106M AUM | 2.92% | $3M | 127.7K | Q1 2026OLDER |
| ETF Store, Inc.$103M AUM | 2.90% | $3M | 122.9K | Q1 2026OLDER |
| Towneley Capital Management, Inc / DE$478M AUM | 2.79% | $13M | 549.2K | Q1 2026OLDER |
| Journey Beyond Wealth, LLC$116M AUM | 2.77% | $3M | 132.9K | Q1 2026OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 2.75% | $5M | 223.2K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 2.68% | $6M | 265.0K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 2.64% | $3M | 57.6K | Q2 2026 |
| North Forty Two & Co.$108M AUM | 2.59% | $3M | 115.4K | Q1 2026OLDER |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 2.48% | $10M | 397.0K | Q1 2026OLDER |
| Aventus Investment Advisors, Inc.$118M AUM | 2.43% | $3M | 118.6K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 2.42% | $39M | 1.61M | Q1 2026OLDER |
| STEPHENS GROUP ASSET MANAGEMENT, LLC$1.6B AUM | 2.39% | $37M | 1.54M | Q1 2026OLDER |
| Harrington Investments, INC$190M AUM | 2.33% | $4M | 182.6K | Q1 2026OLDER |
| STRATEGIC ADVISORY PARTNERS, LLC$127M AUM | 2.29% | $3M | 120.0K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 2.29% | $9M | 390.3K | Q1 2026OLDER |
| Hidden Cove Wealth Management, LLC$156M AUM | 2.27% | $4M | 145.9K | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 2.25% | $12M | 503.6K | Q1 2026OLDER |
| Marotta Asset Management$601M AUM | 2.23% | $13M | 558.4K | Q2 2026 |
| NOVEM GROUP$873M AUM | 2.20% | $19M | 790.6K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 2.13% | $5M | 191.5K | Q1 2026OLDER |
| LOWERY THOMAS, LLC$175M AUM | 2.12% | $4M | 152.4K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 2.06% | $35M | 1.46M | Q1 2026OLDER |
| Gilbert Capital Group, Inc.$129M AUM | 2.03% | $3M | 108.1K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 2.02% | $3M | 133.5K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 1.97% | $5M | 212.2K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 1.92% | $5M | 197.9K | Q1 2026OLDER |
| DBK Financial Counsel, LLC$132M AUM | 1.92% | $3M | 104.6K | Q2 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 1.92% | $9M | 386.0K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 1.91% | $18M | 723.1K | Q1 2026OLDER |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 1.89% | $4M | 181.8K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 1.86% | $13M | 555.6K | Q1 2026OLDER |
| Meridian Wealth Partners, LLC$729M AUM | 1.81% | $13M | 542.7K | Q1 2026OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 1.78% | $21M | 859.9K | Q1 2026OLDER |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 1.73% | $3M | 129.0K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 1.72% | $22M | 886.9K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 1.70% | $3M | 131.6K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 1.68% | $2M | 73.7K | Q1 2026OLDER |
| Oakwell Private Wealth Management, LLC$560M AUM | 1.68% | $9M | 386.9K | Q1 2026OLDER |
| TRB Wealth Management, LLC$704M AUM | 1.67% | $12M | 483.8K | Q1 2026OLDER |
| First Financial Group Corp$122M AUM | 1.66% | $2M | 83.7K | Q1 2026OLDER |
| AHL INVESTMENT MANAGEMENT, INC.$146M AUM | 1.63% | $2M | 97.8K | Q3 2025OLDER |
| Reality Financial Planning Services, LLC$104M AUM | 1.57% | $2M | 66.9K | Q1 2026OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 1.54% | $18M | 753.6K | Q1 2026OLDER |
| Charles Schwab Trust Co$1.8B AUM | 1.53% | $28M | 1.14M | Q2 2026 |
| Peterson Wealth Advisors, LLC$752M AUM | 1.53% | $11M | 472.9K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 1.52% | $19M | 796.4K | Q1 2026OLDER |
| Bank of Marin$137M AUM | 1.50% | $2M | 84.5K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 1.44% | $3M | 107.4K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 1.44% | $3M | 143.1K | Q1 2026OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 1.41% | $4M | 174.1K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 1.38% | $2M | 84.2K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 1.38% | $17M | 689.4K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 1.36% | $33M | 1.36M | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 1.35% | $8M | 338.0K | Q1 2026OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 1.32% | $11M | 472.5K | Q1 2026OLDER |
| Act Two Investors LLC$453M AUM | 1.30% | $6M | 242.8K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 1.29% | $4M | 181.3K | Q1 2026OLDER |
| Eaton Financial Holdings Company, LLC$305M AUM | 1.29% | $4M | 162.1K | Q1 2026OLDER |
| Investment Research Partners LLC$246M AUM | 1.26% | $3M | 127.7K | Q1 2026OLDER |
| SMI Advisory Services, LLC$617M AUM | 1.25% | $8M | 321.2K | Q2 2026 |
| Innovative Wealth Building LLC$142M AUM | 1.22% | $2M | 71.5K | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 1.21% | $2M | 71.1K | Q1 2026OLDER |
| Gambit Capital Management, LLC$145M AUM | 1.15% | $2M | 68.8K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 1.12% | $15M | 611.4K | Q2 2026 |
| Sherman Asset Management, Inc.$109M AUM | 1.11% | $1M | 49.8K | Q1 2026OLDER |
| HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM | 1.07% | $6M | 240.6K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 1.06% | $41M | 1.70M | Q2 2026 |
| Lantern Wealth Advisors, LLC$195M AUM | 1.05% | $2M | 84.0K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 1.04% | $3M | 115.7K | Q1 2026OLDER |
| DOCK STREET ASSET MANAGEMENT INC$951M AUM | 1.03% | $10M | 403.1K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 1.02% | $1M | 42.6K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 1.02% | $3M | 112.5K | Q1 2026OLDER |
| MFG WEALTH MANAGEMENT, INC.$140M AUM | 1.01% | $1M | 53.1K | Q4 2025OLDER |
| Eagle Strategies LLC$837M AUM | 1.00% | $8M | 344.7K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 0.99% | $2M | 64.2K | Q4 2025OLDER |
| Abacus Planning Group, Inc.$743M AUM | 0.98% | $7M | 300.7K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.98% | $19M | 780.2K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 0.98% | $4M | 180.9K | Q1 2026OLDER |
| Cornerstone Wealth Advisors, Inc.$434M AUM | 0.95% | $4M | 170.8K | Q1 2026OLDER |
| Valley Financial Group, Inc.$185M AUM | 0.95% | $2M | 72.6K | Q1 2026OLDER |
| Seek First Inc.$142M AUM | 0.94% | $1M | 55.0K | Q1 2026OLDER |
| Smart Portfolios, LLC$100M AUM | 0.93% | $932,696 | 38.4K | Q1 2026OLDER |
| Greenline Partners, LLC$930M AUM | 0.90% | $8M | 345.2K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.89% | $2M | 86.0K | Q1 2026OLDER |
| Mainsail Financial Group, LLC$240M AUM | 0.89% | $2M | 87.5K | Q1 2026OLDER |
| Mendota Financial Group, LLC$161M AUM | 0.86% | $1M | 57.3K | Q2 2026 |
| Vista Cima Wealth Management LLC$101M AUM | 0.84% | $852,969 | 35.1K | Q1 2026OLDER |
| K2 Financial Inc.$138M AUM | 0.83% | $1M | 47.2K | Q1 2026OLDER |
| WT Wealth Management$336M AUM | 0.83% | $3M | 114.6K | Q1 2026OLDER |
| McCartney Wealth Management LLC$119M AUM | 0.77% | $918,450 | 37.8K | Q1 2026OLDER |
| Mission Hills Financial Advisory, LLC$195M AUM | 0.76% | $1M | 61.3K | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.75% | $1M | 45.4K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.72% | $5M | 200.5K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.71% | $2M | 64.8K | Q1 2026OLDER |
| LifePlan Financial, LLC$135M AUM | 0.71% | $958,714 | 39.5K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.69% | $26M | 1.08M | Q2 2026 |
| Traub Capital Management LLC$101M AUM | 0.68% | $689,195 | 28.4K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.68% | $3M | 124.7K | Q1 2026OLDER |
| Lummis Asset Management, LP$167M AUM | 0.68% | $1M | 46.8K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.67% | $2M | 85.0K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.66% | $1M | 47.6K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.62% | $10M | 417.4K | Q1 2026OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.60% | $737,500 | 30.4K | Q1 2026OLDER |
| MBE Wealth Management, LLC$241M AUM | 0.60% | $1M | 59.3K | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.60% | $7M | 274.7K | Q1 2026OLDER |
| Sage Investment Advisers LLC$149M AUM | 0.59% | $877,996 | 36.4K | Q2 2026 |
| COMMONS CAPITAL, LLC$120M AUM | 0.59% | $903,282 | 37.0K | Q3 2025OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.58% | $1M | 45.5K | Q1 2026OLDER |
| Fund Evaluation Group, LLC$3.3B AUM | 0.58% | $19M | 772.9K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.56% | $45M | 1.85M | Q1 2026OLDER |
| Sellwood Investment Partners LLC$254M AUM | 0.56% | $1M | 58.1K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 0.55% | $851,528 | 35.1K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 0.54% | $2M | 81.9K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.53% | $2M | 84.4K | Q1 2026OLDER |
| Roberts Financial Services LLC$314M AUM | 0.53% | $2M | 68.9K | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.53% | $910,972 | 37.5K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.53% | $8M | 335.6K | Q1 2026OLDER |
| McLean Asset Management Corp$572M AUM | 0.52% | $3M | 123.5K | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 0.51% | $8M | 339.4K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.51% | $3M | 117.8K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.51% | $29M | 1.21M | Q1 2026OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 0.50% | $1M | 48.5K | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 0.49% | $1M | 44.4K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.49% | $15M | 637.8K | Q1 2026OLDER |
| Lindenwold Advisors, INC$212M AUM | 0.49% | $1M | 42.2K | Q4 2025OLDER |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 0.48% | $2M | 77.1K | Q2 2026 |
| Fortis Advisors, LLC$200M AUM | 0.47% | $944,309 | 38.9K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.47% | $18M | 752.2K | Q1 2026OLDER |
| Guardian Financial Partners, LLC$237M AUM | 0.46% | $1M | 45.3K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.45% | $2M | 78.3K | Q2 2026 |
| Downshift Financial, LLC$193M AUM | 0.45% | $861,828 | 35.5K | Q1 2026OLDER |
| Stonekeep Investments, LLC$154M AUM | 0.44% | $676,751 | 27.9K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.44% | $4M | 174.7K | Q1 2026OLDER |
| Adelphi Trust Co$151M AUM | 0.43% | $648,497 | 26.9K | Q2 2026 |
| Trevian Wealth Management LLC$203M AUM | 0.42% | $857,973 | 35.4K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.42% | $5M | 209.0K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.42% | $13M | 552.7K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 0.42% | $1M | 47.6K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.41% | $3M | 106.7K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 0.41% | $717,082 | 29.5K | Q1 2026OLDER |
| GRANVILLE CAPITAL, INC.$191M AUM | 0.41% | $776,746 | 32.0K | Q1 2026OLDER |
| BDFS Capital LLC$230M AUM | 0.39% | $901,203 | 37.3K | Q2 2026 |
| JDM Financial Group LLC$259M AUM | 0.39% | $1M | 41.4K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.39% | $11M | 466.0K | Q1 2026OLDER |
| Pacific Park Financial, Inc.$153M AUM | 0.38% | $588,693 | 24.3K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.38% | $1M | 58.2K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.38% | $5M | 194.3K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.37% | $406M | 16.74M | Q1 2026OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 0.37% | $951,931 | 39.4K | Q2 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.37% | $50M | 2.06M | Q1 2026OLDER |
| HC Advisors, LLC$149M AUM | 0.37% | $546,221 | 22.5K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.37% | $2M | 92.2K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 0.36% | $773,590 | 32.0K | Q2 2026 |
| Alteri Wealth LLC$309M AUM | 0.36% | $1M | 46.1K | Q1 2026OLDER |
| NewCorp Financial Services, Inc.$115M AUM | 0.35% | $408,304 | 16.8K | Q1 2026OLDER |
| JFG Wealth Management, LLC$511M AUM | 0.34% | $2M | 72.0K | Q3 2025OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.34% | $6M | 264.9K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.33% | $3M | 107.3K | Q1 2026OLDER |
| Perissos Private Wealth Management, LLC$115M AUM | 0.33% | $383,883 | 15.8K | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 0.33% | $829,244 | 34.2K | Q1 2026OLDER |
| Somerset Group LLC$135M AUM | 0.33% | $439,584 | 18.1K | Q1 2026OLDER |
| Veery Capital, LLC$372M AUM | 0.32% | $1M | 50.1K | Q2 2026 |
| Cheviot Value Management, LLC$996M AUM | 0.32% | $3M | 132.6K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.32% | $1M | 58.8K | Q1 2026OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 0.32% | $3M | 128.1K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.31% | $456,179 | 18.8K | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.31% | $5M | 190.7K | Q4 2025OLDER |
| Davis Wealth Advisors, LLC$120M AUM | 0.31% | $369,831 | 15.2K | Q1 2026OLDER |
| New Hampshire Trust$496M AUM | 0.30% | $2M | 62.2K | Q1 2026OLDER |
| Mainstream Capital Management LLC$149M AUM | 0.30% | $451,058 | 18.6K | Q1 2026OLDER |
| Kilner Capital Advisors, LLC$104M AUM | 0.30% | $313,350 | 12.9K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.29% | $3M | 134.8K | Q2 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.29% | $3M | 121.9K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 0.29% | $572,311 | 23.6K | Q1 2026OLDER |
| Frontier Asset Management, LLC$477M AUM | 0.29% | $1M | 51.4K | Q4 2025OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.29% | $749,943 | 30.9K | Q1 2026OLDER |
| Avant Financial Advisors LLC$161M AUM | 0.28% | $452,432 | 18.7K | Q2 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.28% | $37M | 1.52M | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.27% | $1M | 48.8K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.27% | $1M | 55.2K | Q2 2026 |
| EJMK Ventures LLC$179M AUM | 0.27% | $479,756 | 19.8K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.27% | $5M | 207.4K | Q1 2026OLDER |
| Alliance Wealth Management Group$457M AUM | 0.27% | $1M | 50.4K | Q1 2026OLDER |
| MADDEN SECURITIES Corp$333M AUM | 0.26% | $865,420 | 35.7K | Q1 2026OLDER |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$390M AUM | 0.26% | $851,208 | 34.9K | Q3 2025OLDER |
| PINKERTON WEALTH, LLC$1.1B AUM | 0.25% | $3M | 112.9K | Q1 2026OLDER |
| Fairman Group, LLC$117M AUM | 0.25% | $289,420 | 11.9K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.25% | $2M | 76.9K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.24% | $728,521 | 30.0K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.24% | $1M | 41.5K | Q1 2026OLDER |
| Johnson Financial Group, LLC$1.5B AUM | 0.24% | $4M | 148.3K | Q1 2026OLDER |
| Weitzel Financial Services, Inc.$265M AUM | 0.24% | $632,508 | 26.1K | Q1 2026OLDER |
| Three Seasons Wealth, LLC$262M AUM | 0.24% | $621,530 | 25.6K | Q1 2026OLDER |
| DEAN INVESTMENT ASSOCIATES, LLC$710M AUM | 0.23% | $2M | 67.8K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.23% | $13M | 534.4K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.23% | $4M | 176.1K | Q1 2026OLDER |
| Compass Financial Group, INC/SD$715M AUM | 0.23% | $2M | 67.6K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.22% | $10M | 425.6K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.22% | $15M | 628.8K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.22% | $456,710 | 18.8K | Q1 2026OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 0.21% | $3M | 115.4K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.21% | $3M | 118.2K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.21% | $2M | 87.4K | Q2 2026 |
| BIRCHBROOK, INC.$213M AUM | 0.21% | $444,377 | 18.4K | Q2 2026 |
| RFP Financial Group LLC$184M AUM | 0.21% | $383,417 | 15.8K | Q1 2026OLDER |
| Seneca Financial Advisors LLC$341M AUM | 0.21% | $707,258 | 29.1K | Q1 2026OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 0.21% | $820,760 | 34.0K | Q2 2026 |
| Eagle Bay Advisors LLC$113M AUM | 0.21% | $232,399 | 9.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.20% | $13M | 519.9K | Q1 2026OLDER |
| Planned Solutions, Inc.$306M AUM | 0.20% | $618,033 | 25.5K | Q1 2026OLDER |
| Signet Investment Advisory Group, Inc.$218M AUM | 0.20% | $432,759 | 17.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.20% | $2.7B | 110.72M | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.20% | $504,805 | 20.8K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.20% | $2M | 101.8K | Q1 2026OLDER |
| Twele Capital Management, Inc.$561M AUM | 0.20% | $1M | 45.2K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.20% | $363,162 | 14.9K | Q4 2025OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.20% | $40M | 1.64M | Q2 2026 |
| Clay Northam Wealth Management, LLC$178M AUM | 0.19% | $347,061 | 14.3K | Q1 2026OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 0.19% | $287,907 | 11.9K | Q1 2026OLDER |
| REDW Wealth LLC$251M AUM | 0.19% | $484,405 | 20.0K | Q1 2026OLDER |
| ANDERSON HOAGLAND & CO$1.3B AUM | 0.19% | $2M | 100.7K | Q2 2026 |
| Towercrest Capital Management$642M AUM | 0.19% | $1M | 50.4K | Q1 2026OLDER |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 0.19% | $502,268 | 20.7K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.19% | $33M | 1.37M | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.18% | $9M | 376.1K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.18% | $1M | 61.1K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.18% | $275,465 | 11.3K | Q1 2026OLDER |
| Financial Architects, LLC$190M AUM | 0.18% | $328,751 | 13.5K | Q4 2025OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.18% | $7M | 274.7K | Q1 2026OLDER |
| Brewster Financial Planning LLC$165M AUM | 0.18% | $291,362 | 12.0K | Q1 2026OLDER |
| Family Investment Center, Inc.$520M AUM | 0.17% | $898,152 | 37.0K | Q1 2026OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.17% | $1M | 47.8K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.17% | $3M | 121.5K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.17% | $6M | 228.9K | Q2 2026 |
| Pacific Capital Wealth Advisors, Inc.$663M AUM | 0.17% | $1M | 46.9K | Q2 2026 |
| Cogent Private Wealth, Inc.$139M AUM | 0.17% | $235,443 | 9.7K | Q1 2026OLDER |
| Amicus Financial Advisors, LLC$363M AUM | 0.17% | $613,356 | 25.3K | Q1 2026OLDER |
| Inman Jager Wealth Management, LLC$171M AUM | 0.17% | $289,153 | 11.9K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.17% | $362,955 | 15.0K | Q2 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.17% | $83M | 3.41M | Q1 2026OLDER |
| Curran Financial Partners, LLC$559M AUM | 0.17% | $842,711 | 34.5K | Q3 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.17% | $4M | 153.6K | Q4 2025OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 0.16% | $5M | 201.9K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.16% | $4M | 146.7K | Q1 2026OLDER |
| Keystone Global Partners, LLC$265M AUM | 0.16% | $430,006 | 17.8K | Q2 2026 |
| WPG Advisers, LLC$136M AUM | 0.16% | $219,716 | 9.1K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.16% | $539,870 | 22.2K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.16% | $788,341 | 32.6K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.16% | $6M | 235.4K | Q2 2026 |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.16% | $3M | 140.3K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.16% | $72M | 2.98M | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.16% | $13M | 528.6K | Q1 2026OLDER |
| McBroom & Associates, LLC$180M AUM | 0.16% | $324,024 | 13.3K | Q4 2025OLDER |
| Lumbard & Kellner, LLC$289M AUM | 0.16% | $449,738 | 18.5K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.16% | $479,898 | 19.8K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.16% | $648,979 | 26.7K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.15% | $795,012 | 32.8K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.15% | $335,726 | 13.8K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.15% | $1M | 47.8K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.15% | $2M | 76.1K | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 0.15% | $378,832 | 15.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.15% | $16M | 664.0K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.15% | $7M | 268.5K | Q1 2026OLDER |
| Genesee Capital Advisors, LLC$239M AUM | 0.15% | $359,677 | 14.8K | Q1 2026OLDER |
| Generation Capital Management LLC$137M AUM | 0.15% | $231,856 | 9.5K | Q4 2025OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.15% | $654,441 | 27.0K | Q1 2026OLDER |
| Anson Capital, Inc.$146M AUM | 0.15% | $200,080 | 8.2K | Q3 2025OLDER |
| Friedenthal Financial$217M AUM | 0.15% | $314,883 | 13.0K | Q2 2026 |
| Joule Financial, LLC$343M AUM | 0.14% | $481,308 | 19.8K | Q4 2025OLDER |
| Forza Wealth Management, LLC$287M AUM | 0.14% | $375,711 | 15.4K | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.14% | $154M | 6.36M | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.14% | $1M | 52.6K | Q2 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 0.14% | $3M | 134.2K | Q3 2025OLDER |
| Pine Haven Investment Counsel, Inc$149M AUM | 0.14% | $206,783 | 8.6K | Q2 2026 |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.14% | $205,277 | 8.4K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.14% | $204,416 | 8.4K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.14% | $5M | 215.8K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.14% | $457,973 | 18.9K | Q1 2026OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.13% | $658,238 | 27.1K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.13% | $2M | 90.4K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.13% | $360,895 | 14.9K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.13% | $646,086 | 26.5K | Q4 2025OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 0.13% | $251,836 | 10.4K | Q1 2026OLDER |
| Daytona Street Capital LLC$130M AUM | 0.13% | $168,090 | 6.9K | Q1 2026OLDER |
| Noble Family Wealth, LLC$484M AUM | 0.13% | $625,511 | 25.8K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.13% | $2M | 64.3K | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 0.13% | $298,168 | 12.2K | Q3 2025OLDER |
| TPG Advisors LLC$160M AUM | 0.13% | $201,736 | 8.3K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.12% | $612,388 | 25.2K | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 0.12% | $209,838 | 8.6K | Q1 2026OLDER |
| Great Waters Wealth Management$1.1B AUM | 0.12% | $1M | 55.4K | Q2 2026 |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.12% | $1M | 46.0K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.12% | $2M | 91.9K | Q1 2026OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.12% | $3M | 136.0K | Q1 2026OLDER |
| SCRATCH CAPITAL LLC$175M AUM | 0.12% | $204,669 | 8.4K | Q1 2026OLDER |
| BITTERROOT CAPITAL ADVISORS LLC$165M AUM | 0.12% | $191,393 | 7.9K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.11% | $284,542 | 11.7K | Q1 2026OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 0.11% | $2M | 75.3K | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 0.11% | $242,360 | 10.0K | Q1 2026OLDER |
| Lauterbach Financial Advisors, LLC$205M AUM | 0.11% | $229,920 | 9.5K | Q1 2026OLDER |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 0.11% | $1M | 24.5K | Q4 2025OLDER |
| Core Wealth Partners LLC$235M AUM | 0.11% | $256,512 | 10.6K | Q2 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.11% | $869,618 | 35.8K | Q1 2026OLDER |
| Arkfeld Wealth Strategies, L.L.C.$316M AUM | 0.11% | $344,307 | 14.2K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.11% | $225,493 | 9.3K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.11% | $2M | 91.2K | Q3 2025OLDER |
| TFB Advisors LLC$191M AUM | 0.11% | $375,890 | 15.4K | Q4 2025OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.10% | $250,103 | 10.3K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.10% | $257,899 | 10.6K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.10% | $152,883 | 6.3K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.10% | $203,499 | 8.3K | Q3 2025OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.10% | $594,250 | 24.5K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.10% | $241,400 | 10.0K | Q2 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.10% | $253,622 | 10.4K | Q1 2026OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.10% | $358,929 | 14.8K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.10% | $728,958 | 29.9K | Q3 2025OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.10% | $666,564 | 27.5K | Q1 2026OLDER |
| Morling Financial Advisors, LLC$325M AUM | 0.10% | $317,209 | 13.1K | Q1 2026OLDER |
| Zullo Investment Group, Inc.$264M AUM | 0.10% | $256,267 | 10.6K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.10% | $701,730 | 28.9K | Q1 2026OLDER |
| MYECFO, LLC$239M AUM | 0.10% | $228,450 | 9.4K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.10% | $863,906 | 35.6K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.10% | $3M | 111.0K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.09% | $357,744 | 14.7K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.09% | $1M | 60.5K | Q2 2026 |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.09% | $1M | 45.4K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.09% | $3M | 123.7K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.09% | $1M | 51.3K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.09% | $6M | 249.0K | Q1 2026OLDER |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 0.09% | $290,660 | 12.0K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.09% | $774,456 | 31.9K | Q1 2026OLDER |
| Leading Edge Financial Planning LLC$475M AUM | 0.09% | $404,907 | 16.7K | Q1 2026OLDER |
| Cumberland Partners Ltd$1.3B AUM | 0.08% | $1M | 46.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.08% | $363M | 15.45M | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.08% | $304,164 | 12.5K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.08% | $6M | 246.0K | Q2 2026 |
| CVA Family Office, LLC$950M AUM | 0.08% | $776,952 | 32.0K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.08% | $763,606 | 31.5K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.08% | $248,280 | 10.3K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.08% | $3M | 123.1K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.08% | $2M | 82.8K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.08% | $2M | 80.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.08% | $14M | 581.1K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.08% | $3M | 117.9K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.07% | $1M | 48.0K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.07% | $620,077 | 25.6K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.07% | $6M | 234.6K | Q2 2026 |
| HARTLINE INVESTMENT CORP/$909M AUM | 0.07% | $671,066 | 27.6K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.07% | $1M | 42.6K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.07% | $507,874 | 20.9K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.07% | $1M | 56.8K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.07% | $318,045 | 13.2K | Q2 2026 |
| Investment Planning Advisors, Inc.$363M AUM | 0.07% | $237,510 | 9.7K | Q4 2025OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.07% | $1M | 49.6K | Q1 2026OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.07% | $248,544 | 10.2K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 0.07% | $486,808 | 20.1K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.07% | $273,715 | 11.3K | Q2 2026 |
| Bulwark Capital Corp$178M AUM | 0.07% | $119,734 | 5.0K | Q2 2026 |
| Summit Financial, LLC$7.8B AUM | 0.07% | $5M | 217.0K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$432M AUM | 0.07% | $288,566 | 12.0K | Q2 2026 |
| Dakota Wealth Management$4.6B AUM | 0.07% | $3M | 126.4K | Q1 2026OLDER |
| Nelson Capital Management, LLC$819M AUM | 0.06% | $518,408 | 21.4K | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 0.06% | $297,181 | 12.2K | Q1 2026OLDER |
| Roberts Wealth Advisors, LLC$394M AUM | 0.06% | $235,850 | 9.7K | Q3 2025OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.06% | $206,253 | 8.5K | Q3 2025OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.06% | $1M | 42.0K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.06% | $1M | 46.8K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.06% | $4M | 153.3K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.06% | $2M | 63.9K | Q2 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.06% | $191,159 | 7.8K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.06% | $41M | 1.69M | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.06% | $100M | 4.10M | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.06% | $747,395 | 30.8K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.06% | $214,212 | 8.8K | Q4 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.06% | $1M | 54.6K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.06% | $244,302 | 10.1K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.05% | $1M | 45.5K | Q2 2026 |
| Savant Capital, LLC$20.7B AUM | 0.05% | $11M | 451.8K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.05% | $253,277 | 10.4K | Q4 2025OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.05% | $701,379 | 28.9K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.05% | $34M | 1.40M | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.05% | $6M | 258.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.05% | $186M | 7.67M | Q1 2026OLDER |
| Enclave Advisors LLC$729M AUM | 0.05% | $360,313 | 14.8K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.05% | $372,776 | 15.4K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.05% | $1M | 59.4K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.05% | $366,833 | 15.1K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.05% | $761,412 | 31.4K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.05% | $2M | 99.3K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.05% | $228,672 | 9.4K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.05% | $607,663 | 24.9K | Q4 2025OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.05% | $409,226 | 16.9K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.04% | $418,148 | 17.2K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.04% | $367,076 | 15.1K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.04% | $1M | 41.5K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.04% | $286,670 | 11.7K | Q3 2025OLDER |
| PBMares Wealth Management LLC$617M AUM | 0.04% | $274,207 | 11.2K | Q3 2025OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.04% | $116,180 | 4.8K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.04% | $565,442 | 23.3K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 0.04% | $111,642 | 4.6K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 0.04% | $202,533 | 8.3K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 0.04% | $46,113 | 1.9K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.04% | $2M | 62.8K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.04% | $58,194 | 2.4K | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 0.04% | $62,757 | 2.6K | Q3 2025OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.04% | $75,420 | 3.1K | Q4 2025OLDER |
| Wedmont Private Capital$3.1B AUM | 0.04% | $1M | 43.6K | Q3 2025OLDER |
| SRH ADVISORS, LLC$349M AUM | 0.04% | $136,883 | 5.6K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.04% | $1M | 52.8K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.04% | $3M | 138.2K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.04% | $683,055 | 28.1K | Q1 2026OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 0.04% | $238,307 | 9.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 76.2K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.04% | $228,769 | 9.4K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.04% | $593M | 24.47M | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $327,427 | 13.5K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.04% | $3M | 126.0K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.04% | $2M | 78.1K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.04% | $523,066 | 21.6K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $2M | 99.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.04% | $2M | 85.3K | Q4 2025OLDER |
| Blume Capital Management, Inc.$588M AUM | 0.04% | $215,955 | 8.9K | Q1 2026OLDER |
| Wellington Shields Capital Management, LLC$666M AUM | 0.04% | $242,700 | 10.0K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.04% | $335,947 | 13.8K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.04% | $7M | 282.4K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.04% | $406,943 | 16.7K | Q3 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.04% | $3M | 129.3K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.04% | $6M | 226.8K | Q1 2026OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 0.04% | $200,226 | 8.2K | Q3 2025OLDER |
| STANCE CAPITAL LLC$206M AUM | 0.03% | $71,208 | 2.9K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.03% | $968,293 | 39.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $7M | 298.4K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.03% | $242,824 | 10.1K | Q2 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.03% | $593,676 | 24.5K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.03% | $236,947 | 9.8K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.03% | $52,289 | 2.1K | Q3 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.03% | $3M | 134.8K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.03% | $516,547 | 21.2K | Q4 2025OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.03% | $215,981 | 8.9K | Q1 2026OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 0.03% | $577,255 | 23.7K | Q3 2025OLDER |
| Diversified Trust Co$5.4B AUM | 0.03% | $2M | 70.2K | Q1 2026OLDER |
| Carrera Capital Advisors$649M AUM | 0.03% | $204,542 | 8.4K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.03% | $48,350 | 2.0K | Q4 2025OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.03% | $1M | 41.5K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.03% | $3M | 104.0K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.03% | $425,526 | 17.5K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $1M | 51.0K | Q4 2025OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 0.03% | $206,538 | 8.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $10M | 418.0K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.03% | $828,456 | 34.1K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.03% | $890,990 | 36.7K | Q1 2026OLDER |
| BNP PARIBAS$3.1B AUM | 0.03% | $870,613 | 35.9K | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.03% | $155,027 | 6.4K | Q2 2026 |
| Diversified Enterprises, LLC$1.8B AUM | 0.03% | $495,569 | 20.4K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.03% | $6M | 229.3K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.03% | $33,978 | 1.4K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.03% | $2M | 75.6K | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.03% | $287,094 | 11.9K | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.