SDYSPDR SERIES TRUST
CUSIP 78464A763 · Yahoo Finance ↗ · Google Finance ↗
Spdr Series Trust (SDY) has 1,221 institutional holders in Filings Flow’s 13F database, together reporting 63.45M shares worth $9.0B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Raymond James Financial Inc.
Institutional Holders
1,221
Q1 2026
Reported Value
$9.0B
Ticker
SDY
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Joel Isaacson & Co., LLC$3.0B AUM | 13.77% | $415M | 2.85M | Q1 2026 |
| Elk River Wealth Management LLC$602M AUM | 10.24% | $62M | 422.5K | Q1 2026 |
| KITCHING PARTNERS, LLC$109M AUM | 8.76% | $10M | 65.2K | Q1 2026 |
| Lanham O'Dell & Company, Inc.$347M AUM | 8.70% | $30M | 217.2K | Q4 2025OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 8.55% | $26M | 175.5K | Q1 2026 |
| Wolff Financial Management LLC$453M AUM | 8.38% | $38M | 260.0K | Q1 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC$184M AUM | 7.63% | $14M | 96.1K | Q1 2026 |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 7.31% | $41M | 278.7K | Q1 2026 |
| Koenig Investment Advisory, LLC$129M AUM | 6.35% | $7M | 51.3K | Q1 2026 |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 6.17% | $15M | 106.0K | Q1 2026 |
| TigerOak Management, L.L.C.$317M AUM | 5.70% | $18M | 124.0K | Q1 2026 |
| Legacy Financial Group LLC$795M AUM | 5.35% | $43M | 291.4K | Q1 2026 |
| Corsicana & Co.$158M AUM | 5.07% | $8M | 59.0K | Q1 2026 |
| Torrey-Payne Wealth Management, LLC$109M AUM | 4.93% | $5M | 36.8K | Q1 2026 |
| Richard Bernstein Advisors LLC$3.4B AUM | 4.82% | $166M | 1.14M | Q1 2026 |
| Regent Peak Wealth Advisors LLC$490M AUM | 4.53% | $22M | 152.1K | Q1 2026 |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 3.71% | $4M | 26.6K | Q1 2026 |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 3.61% | $10M | 71.9K | Q1 2026 |
| Private Wealth Group, LLC$259M AUM | 3.50% | $7M | 51.4K | Q1 2026 |
| 1ST SOURCE BANK$1.9B AUM | 3.39% | $66M | 450.0K | Q1 2026 |
| Strategent Financial, LLC$147M AUM | 3.31% | $5M | 33.4K | Q1 2026 |
| NWF Advisory Services Inc.$886M AUM | 2.93% | $26M | 178.0K | Q1 2026 |
| J.Safra Asset Management Corp$1.9B AUM | 2.90% | $54M | 368.5K | Q1 2026 |
| LifeSteps Financial, Inc.$158M AUM | 2.85% | $5M | 30.8K | Q1 2026 |
| MSH Capital Advisors LLC$472M AUM | 2.83% | $13M | 91.7K | Q1 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 2.76% | $27M | 182.0K | Q1 2026 |
| Shum Financial Group, Inc.$141M AUM | 2.70% | $4M | 26.2K | Q1 2026 |
| Mine & Arao Wealth Creation & Management, LLC.$238M AUM | 2.60% | $6M | 42.5K | Q1 2026 |
| Climber Capital SA$153M AUM | 2.54% | $4M | 27.7K | Q1 2026 |
| Whitegate Investment Counselors, Inc.$315M AUM | 2.39% | $8M | 51.6K | Q1 2026 |
| Destination Wealth Management$3.9B AUM | 2.39% | $92M | 629.4K | Q1 2026 |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 2.34% | $9M | 61.1K | Q1 2026 |
| TL Private Wealth$273M AUM | 2.34% | $6M | 40.2K | Q1 2026 |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 2.22% | $6M | 39.1K | Q1 2026 |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 2.20% | $6M | 41.2K | Q1 2026 |
| Financial Planning Hawaii, Inc.$170M AUM | 2.14% | $4M | 24.9K | Q1 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 2.11% | $11M | 77.3K | Q1 2026 |
| O'Dell Group, LLC$466M AUM | 2.09% | $10M | 69.4K | Q3 2025OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 2.00% | $4M | 25.1K | Q1 2026 |
| Balefire, LLC$613M AUM | 1.96% | $10M | 71.4K | Q1 2026 |
| 1015 Capital Partners, LLC$103M AUM | 1.91% | $2M | 13.5K | Q1 2026 |
| Bravera Wealth$222M AUM | 1.89% | $4M | 28.7K | Q1 2026 |
| Johnson & White Wealth Management, LLC$236M AUM | 1.87% | $4M | 30.3K | Q1 2026 |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 1.86% | $9M | 63.6K | Q1 2026 |
| Treasure Coast Financial Planning$194M AUM | 1.81% | $4M | 24.1K | Q1 2026 |
| CRA Financial Services, LLC$770M AUM | 1.77% | $14M | 93.6K | Q1 2026 |
| Lewis Asset Management, LLC$245M AUM | 1.72% | $4M | 28.9K | Q1 2026 |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 1.67% | $9M | 63.0K | Q3 2025OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 1.67% | $37M | 256.9K | Q1 2026 |
| Sugar Maple Asset Management, LLC$165M AUM | 1.66% | $3M | 18.8K | Q1 2026 |
| Sage Capital Management, LLC$213M AUM | 1.63% | $3M | 23.7K | Q1 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 1.62% | $12M | 82.2K | Q1 2026 |
| Aries Wealth Management$455M AUM | 1.60% | $7M | 49.7K | Q1 2026 |
| Hardworking Capital Advisors, LLC$107M AUM | 1.51% | $2M | 11.1K | Q1 2026 |
| AVALON CAPITAL MANAGEMENT$354M AUM | 1.48% | $6M | 40.7K | Q2 2025OLDER |
| Aspen Grove Capital, LLC$514M AUM | 1.43% | $7M | 50.3K | Q1 2026 |
| Sachetta, LLC$184M AUM | 1.40% | $3M | 17.7K | Q1 2026 |
| GREENBERG FINANCIAL GROUP$270M AUM | 1.40% | $3M | 23.2K | Q1 2026 |
| WESPAC Advisors, LLC$183M AUM | 1.38% | $3M | 17.3K | Q1 2026 |
| Shulman DeMeo Asset Management LLC$535M AUM | 1.33% | $6M | 43.0K | Q1 2026 |
| Klingman & Associates, LLC$2.1B AUM | 1.32% | $28M | 189.4K | Q1 2026 |
| PLANNING DIRECTIONS INC$198M AUM | 1.32% | $3M | 17.9K | Q1 2026 |
| Cooksen Wealth, LLC$138M AUM | 1.31% | $2M | 12.4K | Q1 2026 |
| FSA Wealth Management LLC$273M AUM | 1.29% | $4M | 25.2K | Q3 2025OLDER |
| Neumann Capital Management, LLC$340M AUM | 1.23% | $4M | 28.7K | Q1 2026 |
| GreatBanc Trust CO$143M AUM | 1.22% | $2M | 12.0K | Q1 2026 |
| Meridian Wealth Advisors, LLC$756M AUM | 1.12% | $8M | 58.2K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 1.10% | $10M | 68.9K | Q1 2026 |
| Purkiss Capital Advisors LLC$227M AUM | 1.06% | $2M | 16.5K | Q1 2026 |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 1.06% | $34M | 247.5K | Q4 2025OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 1.06% | $72M | 495.0K | Q1 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 1.05% | $5M | 31.7K | Q1 2026 |
| American Money Management, LLC$632M AUM | 1.05% | $7M | 45.5K | Q1 2026 |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 1.05% | $3M | 20.9K | Q1 2026 |
| Reality Financial Planning Services, LLC$104M AUM | 1.03% | $1M | 7.3K | Q1 2026 |
| Forbes Financial Planning, Inc.$173M AUM | 0.99% | $2M | 11.7K | Q1 2026 |
| SOUTHERN MICHIGAN BANK & TRUST$261M AUM | 0.97% | $3M | 17.3K | Q1 2026 |
| Firestone Capital Management$480M AUM | 0.97% | $5M | 31.8K | Q1 2026 |
| Aberdeen Wealth Management LLC$219M AUM | 0.96% | $2M | 14.4K | Q1 2026 |
| Richwood Investment Advisors, LLC$130M AUM | 0.94% | $1M | 8.3K | Q1 2026 |
| VISIONARY HORIZONS, LLC$203M AUM | 0.94% | $2M | 13.0K | Q1 2026 |
| Legend Capital Advisors LLC$160M AUM | 0.92% | $1M | 10.1K | Q1 2026 |
| One Wealth Map LLC$213M AUM | 0.91% | $2M | 13.1K | Q1 2026 |
| Roger Wittlin Investment Advisory, LLC$122M AUM | 0.91% | $1M | 7.6K | Q1 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.91% | $1M | 9.7K | Q1 2026 |
| Investment Management Trust, LLC$103M AUM | 0.90% | $927,977 | 6.4K | Q1 2026 |
| Wealth Care LLC$123M AUM | 0.89% | $1M | 6.9K | Q1 2026 |
| MYCIO WEALTH PARTNERS, LLC$502M AUM | 0.89% | $4M | 30.5K | Q1 2026 |
| Hillcrest Wealth Advisors - NY, LLC$247M AUM | 0.87% | $2M | 14.7K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.86% | $6M | 38.6K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.82% | $145M | 992.3K | Q1 2026 |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.81% | $2M | 15.5K | Q1 2026 |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.79% | $5M | 34.1K | Q1 2026 |
| UNION SAVINGS BANK$228M AUM | 0.79% | $2M | 12.4K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.78% | $12M | 82.0K | Q1 2026 |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 0.78% | $1M | 10.1K | Q3 2025OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 0.77% | $18M | 122.7K | Q1 2026 |
| Axis Wealth Partners, LLC$188M AUM | 0.76% | $1M | 9.7K | Q1 2026 |
| May Barnhard Investments LLC$206M AUM | 0.75% | $2M | 10.7K | Q1 2026 |
| Madrid Wealth Management, LLC$133M AUM | 0.73% | $972,398 | 6.7K | Q1 2026 |
| SEMITAM BONAM LLC$122M AUM | 0.73% | $888,775 | 6.1K | Q1 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.73% | $1M | 8.4K | Q4 2025OLDER |
| Destiny Capital Corp/CO$188M AUM | 0.72% | $1M | 9.3K | Q1 2026 |
| Redwood Wealth Management Group, LLC$232M AUM | 0.72% | $2M | 11.5K | Q1 2026 |
| Pines Wealth Management, LLC$309M AUM | 0.69% | $2M | 14.6K | Q1 2026 |
| Aspect Partners, LLC$245M AUM | 0.66% | $2M | 11.0K | Q1 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.$185M AUM | 0.65% | $1M | 7.3K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.65% | $8M | 57.3K | Q1 2026 |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.65% | $999,690 | 6.8K | Q1 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.64% | $3M | 19.0K | Q1 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 0.64% | $2M | 10.5K | Q1 2026 |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.64% | $1M | 9.0K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.63% | $14M | 97.4K | Q1 2026 |
| Cornerstone Advisory, LLC$1.1B AUM | 0.63% | $7M | 45.7K | Q1 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 0.63% | $10M | 71.4K | Q1 2026 |
| McNaughton Wealth Management, LLC$282M AUM | 0.61% | $1M | 10.2K | Q1 2026 |
| Providence First Trust Co$284M AUM | 0.61% | $2M | 12.8K | Q2 2025OLDER |
| Asset Management Group, Inc.$619M AUM | 0.61% | $4M | 25.7K | Q1 2026 |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.60% | $8M | 55.2K | Q1 2026 |
| Bank OZK$283M AUM | 0.59% | $2M | 11.5K | Q1 2026 |
| Greenhouse Wealth Management, LLC$162M AUM | 0.59% | $950,081 | 6.5K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.58% | $45M | 325.1K | Q4 2025OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.58% | $1M | 8.2K | Q1 2026 |
| Simmons Bank$1.5B AUM | 0.58% | $9M | 59.1K | Q1 2026 |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.57% | $5M | 31.1K | Q1 2026 |
| GEN Financial Management, INC.$162M AUM | 0.56% | $899,429 | 6.2K | Q1 2026 |
| Providence Financial Advisors, LLC$175M AUM | 0.55% | $578,827 | 4.1K | Q3 2025OLDER |
| TFG Advisers LLC$292M AUM | 0.55% | $2M | 11.9K | Q2 2025OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.55% | $4M | 25.3K | Q1 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV$105M AUM | 0.54% | $572,160 | 3.9K | Q1 2026 |
| American State Bank (Iowa)$247M AUM | 0.54% | $1M | 7.7K | Q1 2026 |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.54% | $8M | 55.1K | Q1 2026 |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.53% | $1M | 8.6K | Q1 2026 |
| Capstone Wealth Management Group LLC$163M AUM | 0.52% | $849,386 | 5.8K | Q1 2026 |
| PEOPLES BANK /OH$163M AUM | 0.51% | $837,404 | 5.7K | Q1 2026 |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.51% | $1M | 7.8K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.51% | $6M | 44.0K | Q1 2026 |
| Kentucky Trust Co$191M AUM | 0.51% | $974,150 | 6.7K | Q1 2026 |
| DARA CAPITAL US, INC.$105M AUM | 0.51% | $534,140 | 3.7K | Q1 2026 |
| Cadent Capital Advisors, LLC$386M AUM | 0.50% | $2M | 13.3K | Q1 2026 |
| Lion Street Advisors, LLC$289M AUM | 0.50% | $1M | 11.8K | Q3 2025OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.50% | $1M | 9.3K | Q1 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 0.49% | $582,818 | 4.0K | Q1 2026 |
| Harbour Capital Advisors, LLC$525M AUM | 0.49% | $3M | 17.4K | Q1 2026 |
| NOVEM GROUP$873M AUM | 0.48% | $4M | 29.0K | Q1 2026 |
| Joel Adams & Associates, Inc.$135M AUM | 0.48% | $644,611 | 4.4K | Q1 2026 |
| Taylor Financial Group, Inc.$165M AUM | 0.48% | $789,244 | 5.4K | Q1 2026 |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 0.47% | $802,252 | 5.5K | Q1 2026 |
| WHITE PINE CAPITAL LLC$355M AUM | 0.47% | $2M | 11.4K | Q1 2026 |
| AA Financial Advisors, LLC$710M AUM | 0.47% | $3M | 22.7K | Q1 2026 |
| Vawter Financial, Ltd.$238M AUM | 0.46% | $1M | 7.5K | Q1 2026 |
| WARNER FINANCIAL, INC$340M AUM | 0.46% | $1M | 9.2K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.46% | $5M | 35.0K | Q1 2026 |
| Agate Pass Investment Management, LLC$271M AUM | 0.46% | $1M | 8.0K | Q1 2026 |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.45% | $791,113 | 5.4K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.45% | $114M | 782.7K | Q1 2026 |
| Independence Bank of Kentucky$789M AUM | 0.45% | $4M | 24.5K | Q1 2026 |
| Centennial Bank/AR/$279M AUM | 0.45% | $1M | 8.7K | Q1 2026 |
| Black Diamond Financial, LLC$916M AUM | 0.45% | $4M | 28.4K | Q1 2026 |
| STAR Financial Bank$212M AUM | 0.45% | $954,594 | 6.5K | Q1 2026 |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.45% | $14M | 92.7K | Q1 2026 |
| Stablepoint Partners, LLC$723M AUM | 0.45% | $3M | 20.7K | Q1 2026 |
| MWA Asset Management$183M AUM | 0.45% | $814,764 | 5.6K | Q1 2026 |
| Cove Private Wealth, LLC$440M AUM | 0.44% | $2M | 13.4K | Q1 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.44% | $1M | 9.6K | Q1 2026 |
| Navis Wealth Advisors, LLC$196M AUM | 0.44% | $861,683 | 5.9K | Q1 2026 |
| Calydon Capital$613M AUM | 0.43% | $3M | 18.2K | Q1 2026 |
| Freedom Financial Partners LLC$281M AUM | 0.43% | $1M | 8.3K | Q1 2026 |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.42% | $2M | 13.6K | Q1 2026 |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.41% | $16M | 106.8K | Q1 2026 |
| Serenity Investment Advisors$214M AUM | 0.41% | $878,766 | 5.9K | Q1 2026 |
| Apexium Financial, LP$2.1B AUM | 0.41% | $8M | 60.0K | Q3 2025OLDER |
| Fund Evaluation Group, LLC$3.3B AUM | 0.40% | $13M | 89.5K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.39% | $8M | 54.0K | Q1 2026 |
| Peak Asset Management, LLC$567M AUM | 0.38% | $2M | 14.7K | Q1 2026 |
| Blueprint Investment Partners LLC$980M AUM | 0.38% | $4M | 25.3K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.37% | $41M | 280.2K | Q1 2026 |
| Long Run Wealth Advisors, LLC$531M AUM | 0.37% | $2M | 14.2K | Q4 2025OLDER |
| Legacy Advisors, LLC$848M AUM | 0.37% | $3M | 21.6K | Q1 2026 |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.37% | $811,292 | 5.6K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.37% | $1M | 7.0K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.37% | $6M | 39.9K | Q1 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 0.37% | $1M | 9.5K | Q1 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.36% | $3M | 21.3K | Q1 2026 |
| Forza Wealth Management, LLC$287M AUM | 0.36% | $1M | 7.0K | Q1 2026 |
| Altus Wealth Group LLC$244M AUM | 0.36% | $866,604 | 5.9K | Q1 2026 |
| Shepherd Street Advisors LLC$101M AUM | 0.35% | $359,012 | 2.5K | Q1 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.35% | $2M | 16.1K | Q1 2026 |
| American Trust$1.1B AUM | 0.35% | $4M | 26.8K | Q1 2026 |
| MPS Loria Financial Planners, LLC$379M AUM | 0.34% | $1M | 8.9K | Q1 2026 |
| WESTCO ADVISORY SERVICES INC /ADV$163M AUM | 0.34% | $555,527 | 4.0K | Q1 2026 |
| Benchmark Wealth Management, LLC$225M AUM | 0.34% | $764,974 | 5.6K | Q2 2025OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.34% | $615,409 | 4.2K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.34% | $12M | 83.2K | Q1 2026 |
| M3 Advisory Group, LLC$162M AUM | 0.33% | $539,458 | 3.7K | Q1 2026 |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.33% | $4M | 25.4K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.33% | $6M | 39.9K | Q1 2026 |
| Approach Retirement Advisors, LLC$120M AUM | 0.33% | $391,191 | 2.7K | Q1 2026 |
| BCS Private Wealth Management, Inc.$329M AUM | 0.32% | $1M | 7.3K | Q1 2026 |
| PARAGON FINANCIAL PARTNERS, INC.$177M AUM | 0.32% | $569,312 | 3.9K | Q1 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.32% | $4M | 25.8K | Q4 2025OLDER |
| Lansing Street Advisors$397M AUM | 0.32% | $1M | 8.7K | Q1 2026 |
| Rothschild Wealth LLC$1.1B AUM | 0.32% | $4M | 24.2K | Q1 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC$232M AUM | 0.32% | $734,894 | 5.0K | Q1 2026 |
| Mascagni Wealth Management, Inc.$140M AUM | 0.32% | $443,949 | 3.0K | Q1 2026 |
| Investors Research Corp$523M AUM | 0.31% | $2M | 11.3K | Q1 2026 |
| Westmount Partners, LLC$457M AUM | 0.31% | $1M | 8.6K | Q1 2026 |
| Drucker Wealth 3.0, LLC$573M AUM | 0.31% | $2M | 12.1K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.31% | $41M | 280.5K | Q1 2026 |
| Churchill Financial Advisors, LLC$476M AUM | 0.31% | $1M | 9.9K | Q1 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.30% | $3M | 18.0K | Q1 2026 |
| Weaver Consulting Group$420M AUM | 0.30% | $1M | 8.7K | Q1 2026 |
| High Net Worth Advisory Group LLC$429M AUM | 0.30% | $1M | 8.8K | Q1 2026 |
| High Falls Advisors, Inc$494M AUM | 0.30% | $1M | 10.5K | Q4 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.30% | $6M | 42.6K | Q1 2026 |
| Ellenbecker Investment Group$743M AUM | 0.30% | $2M | 15.0K | Q1 2026 |
| Lakewood Asset Management LLC$156M AUM | 0.29% | $460,587 | 3.2K | Q1 2026 |
| BXM Wealth LLC$130M AUM | 0.29% | $375,066 | 2.6K | Q1 2026 |
| HOURGLASS CAPITAL, LLC$480M AUM | 0.29% | $1M | 9.4K | Q1 2026 |
| Charles Schwab Trust Co$1.8B AUM | 0.29% | $4M | 30.1K | Q1 2026 |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.28% | $8M | 57.6K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.28% | $28M | 195.1K | Q1 2026 |
| Occidental Asset Management, LLC$844M AUM | 0.28% | $2M | 16.2K | Q1 2026 |
| Sunpointe, LLC$305M AUM | 0.28% | $850,247 | 5.8K | Q1 2026 |
| Clarity Capital Partners LLC$280M AUM | 0.28% | $778,547 | 5.7K | Q2 2025OLDER |
| Seven Springs Wealth Group, LLC$432M AUM | 0.28% | $1M | 8.2K | Q1 2026 |
| SAXON INTERESTS, INC.$290M AUM | 0.27% | $792,162 | 5.4K | Q1 2026 |
| Kapstone Financial Advisors LLC$204M AUM | 0.27% | $555,448 | 3.8K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.26% | $11M | 78.1K | Q1 2026 |
| VeraBank, N.A.$546M AUM | 0.26% | $1M | 9.9K | Q1 2026 |
| Eagle Strategies LLC$837M AUM | 0.26% | $2M | 15.1K | Q1 2026 |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 0.26% | $2M | 13.5K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.26% | $16M | 110.3K | Q1 2026 |
| United Bank$301M AUM | 0.26% | $782,384 | 5.4K | Q1 2026 |
| MKT Advisors LLC$322M AUM | 0.26% | $771,163 | 5.3K | Q1 2026 |
| Mechanics Bank Trust Department$808M AUM | 0.26% | $2M | 12.8K | Q1 2026 |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.26% | $1M | 7.9K | Q1 2026 |
| Ransom Advisory, Ltd$218M AUM | 0.25% | $550,914 | 4.2K | Q4 2025OLDER |
| WJ Financial Advisors LLC$124M AUM | 0.25% | $305,598 | 2.1K | Q1 2026 |
| Wealthcare Capital Partners, LLC$242M AUM | 0.25% | $525,376 | 3.6K | Q1 2026 |
| PATRON PARTNERS, LLC$226M AUM | 0.25% | $555,448 | 3.8K | Q1 2026 |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 0.25% | $655,854 | 4.5K | Q1 2026 |
| Kaydan Wealth Management, Inc.$299M AUM | 0.24% | $730,138 | 5.0K | Q1 2026 |
| Disciplined Investments, LLC$279M AUM | 0.24% | $679,205 | 4.7K | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.24% | $12M | 80.3K | Q1 2026 |
| Tyche Wealth Partners LLC$648M AUM | 0.24% | $2M | 10.8K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.24% | $16M | 107.8K | Q1 2026 |
| VestGen Investment Management$181M AUM | 0.24% | $334,032 | 2.5K | Q2 2025OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.24% | $6M | 39.0K | Q1 2026 |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.24% | $4M | 25.3K | Q1 2026 |
| Hoffman, Alan N Investment Management$169M AUM | 0.24% | $360,618 | 2.5K | Q1 2026 |
| Mainstream Capital Management LLC$149M AUM | 0.24% | $353,175 | 2.4K | Q1 2026 |
| Interchange Capital Partners, LLC$317M AUM | 0.24% | $749,101 | 5.5K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.23% | $5M | 36.6K | Q1 2026 |
| Gainplan LLC$254M AUM | 0.23% | $312,166 | 2.1K | Q1 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.23% | $483,207 | 3.3K | Q1 2026 |
| Redwood Park Advisors LLC$150M AUM | 0.23% | $347,310 | 2.4K | Q1 2026 |
| Americana Partners, LLC$3.9B AUM | 0.23% | $9M | 60.6K | Q1 2026 |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.23% | $331,868 | 2.3K | Q1 2026 |
| Andrews Advisory Associates, LLC$190M AUM | 0.23% | $434,647 | 3.0K | Q1 2026 |
| Martin Capital Partners, LLC$272M AUM | 0.23% | $612,000 | 4.2K | Q1 2026 |
| Sandy Cove Advisors, LLC$400M AUM | 0.23% | $757,594 | 5.2K | Q1 2026 |
| Narwhal Capital Management$1.4B AUM | 0.23% | $3M | 21.0K | Q1 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.23% | $2M | 15.0K | Q1 2026 |
| Western Reserve Capital Management, LLC$122M AUM | 0.22% | $272,616 | 1.9K | Q1 2026 |
| Holistic Financial Partners$269M AUM | 0.22% | $599,879 | 4.1K | Q1 2026 |
| ENTRUST FINANCIAL LLC$143M AUM | 0.22% | $318,622 | 2.2K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.22% | $16M | 109.0K | Q1 2026 |
| M1 Capital Management LLC$217M AUM | 0.22% | $476,207 | 3.3K | Q1 2026 |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 0.22% | $397,541 | 2.7K | Q1 2026 |
| Berkeley, Inc$298M AUM | 0.22% | $647,110 | 4.4K | Q1 2026 |
| WFA of San Diego, LLC$125M AUM | 0.22% | $270,427 | 1.9K | Q1 2026 |
| Coquina Private Wealth LLC$124M AUM | 0.22% | $269,034 | 1.9K | Q4 2025OLDER |
| Bay Capital Advisors, LLC$162M AUM | 0.21% | $346,120 | 2.4K | Q1 2026 |
| TICINO WEALTH$288M AUM | 0.21% | $610,636 | 4.2K | Q1 2026 |
| Avant Financial Advisors LLC$161M AUM | 0.21% | $301,367 | 2.1K | Q1 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.21% | $11M | 76.5K | Q1 2026 |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 0.21% | $613,970 | 4.2K | Q1 2026 |
| Blue Fin Capital, Inc.$610M AUM | 0.21% | $1M | 8.6K | Q1 2026 |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.21% | $304,189 | 2.2K | Q1 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.21% | $756,711 | 5.2K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.20% | $957,178 | 6.5K | Q1 2026 |
| Emprise Bank$271M AUM | 0.20% | $506,996 | 3.5K | Q1 2026 |
| KOM Wealth Management Group, LLC$147M AUM | 0.20% | $298,066 | 2.0K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.20% | $16M | 111.2K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.20% | $5M | 35.8K | Q1 2026 |
| My Legacy Advisors, LLC$281M AUM | 0.20% | $563,388 | 4.0K | Q2 2025OLDER |
| Values Added Financial LLC$238M AUM | 0.20% | $474,597 | 3.3K | Q1 2026 |
| WEST BANCORPORATION INC$200M AUM | 0.20% | $391,849 | 2.7K | Q1 2026 |
| Lynx Investment Advisory$209M AUM | 0.19% | $405,674 | 2.8K | Q1 2026 |
| HOGE FINANCIAL SERVICES, LLC$187M AUM | 0.19% | $361,882 | 2.5K | Q1 2026 |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.19% | $293,777 | 2.0K | Q1 2026 |
| Hardin Capital Partners, LLC$215M AUM | 0.19% | $415,133 | 2.8K | Q1 2026 |
| Midwest Financial Group LLC$234M AUM | 0.19% | $449,464 | 3.1K | Q1 2026 |
| Creekside Partners$243M AUM | 0.19% | $456,164 | 3.1K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.19% | $22M | 150.9K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.19% | $12M | 79.6K | Q1 2026 |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.19% | $759,472 | 5.2K | Q1 2026 |
| SRH ADVISORS, LLC$349M AUM | 0.19% | $650,892 | 4.5K | Q1 2026 |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.19% | $427,555 | 0 | Q1 2026 |
| Financial Concepts Unlimited, Inc.$112M AUM | 0.19% | $206,524 | 1.4K | Q1 2026 |
| Cross Staff Investments Inc$197M AUM | 0.18% | $364,266 | 2.5K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.18% | $4M | 35.2K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.18% | $131M | 894.6K | Q1 2026 |
| Mission Creek Capital Partners, Inc.$501M AUM | 0.18% | $913,712 | 6.3K | Q1 2026 |
| Private Wealth Advisors, LLC$356M AUM | 0.18% | $648,218 | 4.4K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.18% | $1M | 7.3K | Q1 2026 |
| Graypoint LLC$1.8B AUM | 0.18% | $3M | 23.2K | Q2 2025OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.18% | $2M | 12.7K | Q1 2026 |
| Addison Capital Co$562M AUM | 0.18% | $987,960 | 6.8K | Q1 2026 |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.18% | $515,964 | 3.5K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.17% | $2M | 16.9K | Q1 2026 |
| Principle Wealth Partners LLC$1.7B AUM | 0.17% | $3M | 20.9K | Q1 2026 |
| Canal Capital Management, LLC$739M AUM | 0.17% | $1M | 8.8K | Q1 2026 |
| Retirement Investment Advisors, Inc.$1.4B AUM | 0.17% | $2M | 15.5K | Q1 2026 |
| Capital Squared Financial LLC$131M AUM | 0.17% | $225,652 | 1.5K | Q1 2026 |
| Wilkins Miller Wealth Management, LLC$165M AUM | 0.17% | $284,723 | 2.0K | Q1 2026 |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.17% | $613,970 | 4.2K | Q1 2026 |
| Chancellor Financial Group WB LP$141M AUM | 0.17% | $241,823 | 1.7K | Q1 2026 |
| CAP Partners, LLC$177M AUM | 0.17% | $302,826 | 2.1K | Q1 2026 |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.17% | $1M | 7.5K | Q1 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.17% | $2M | 14.5K | Q1 2026 |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.17% | $535,370 | 3.7K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.17% | $4M | 24.8K | Q1 2026 |
| Missouri Trust & Investment Co$341M AUM | 0.17% | $569,166 | 3.9K | Q1 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.17% | $683,357 | 4.7K | Q1 2026 |
| Investment Advisory Group, LLC$393M AUM | 0.17% | $650,965 | 4.5K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.17% | $5M | 33.5K | Q1 2026 |
| McDonough Capital Management, Inc$183M AUM | 0.16% | $301,272 | 2.1K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.16% | $4M | 26.9K | Q1 2026 |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.16% | $414,953 | 2.8K | Q1 2026 |
| Campbell Deegan Wealth Management, LLC$125M AUM | 0.16% | $205,120 | 1.4K | Q1 2026 |
| Integrity Wealth Solutions LLC$255M AUM | 0.16% | $364,662 | 2.6K | Q3 2025OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.16% | $364,662 | 2.6K | Q3 2025OLDER |
| My Personal CFO, LLC$228M AUM | 0.16% | $389,648 | 2.8K | Q4 2025OLDER |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.16% | $592,311 | 4.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.16% | $32M | 216.2K | Q1 2026 |
| Split Rock Private Trading & Wealth Management, LLC$129M AUM | 0.16% | $206,943 | 1.4K | Q1 2026 |
| Resolute Wealth Strategies, LLC$232M AUM | 0.16% | $371,079 | 2.5K | Q1 2026 |
| Global Financial Private Client, LLC$306M AUM | 0.16% | $488,023 | 3.3K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.16% | $26M | 176.7K | Q1 2026 |
| THOMPSON DAVIS & CO., INC.$150M AUM | 0.16% | $232,505 | 1.7K | Q2 2025OLDER |
| Stanich Group LLC$131M AUM | 0.16% | $205,318 | 1.4K | Q1 2026 |
| Indiana Trust & Investment Management Co$324M AUM | 0.16% | $506,266 | 3.5K | Q1 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.16% | $10M | 68.7K | Q1 2026 |
| Triangle Securities Wealth Management$504M AUM | 0.16% | $684,288 | 4.7K | Q1 2026 |
| Fort Point Capital Partners LLC$825M AUM | 0.15% | $1M | 8.7K | Q1 2026 |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.15% | $458,767 | 3.4K | Q2 2025OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.15% | $404,545 | 2.8K | Q1 2026 |
| Fortune Financial Advisors, LLC$196M AUM | 0.15% | $297,900 | 2.0K | Q1 2026 |
| Future Financial Wealth Managment LLC$155M AUM | 0.15% | $234,656 | 1.6K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.15% | $3M | 22.6K | Q1 2026 |
| DeLarme Wealth Management, Inc.$155M AUM | 0.15% | $211,290 | 1.5K | Q4 2025OLDER |
| Selective Wealth Management, Inc.$338M AUM | 0.15% | $502,976 | 3.4K | Q1 2026 |
| Veridan Wealth LLC$270M AUM | 0.15% | $401,116 | 2.7K | Q1 2026 |
| Element Wealth, LLC$242M AUM | 0.15% | $357,991 | 2.5K | Q1 2026 |
| WealthBridge Capital Management, LLC$434M AUM | 0.15% | $640,239 | 4.4K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 0.15% | $2M | 15.2K | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.15% | $442,199 | 3.0K | Q1 2026 |
| YANKCOM Partnership$243M AUM | 0.15% | $356,385 | 2.4K | Q1 2026 |
| Pacific Point Advisors, LLC$190M AUM | 0.15% | $276,702 | 1.9K | Q1 2026 |
| ProVise Management Group, LLC$1.4B AUM | 0.15% | $2M | 13.8K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.14% | $6M | 42.7K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.14% | $7M | 47.8K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.14% | $51M | 351.9K | Q1 2026 |
| DAVIDSON TRUST CO$232M AUM | 0.14% | $329,970 | 2.3K | Q1 2026 |
| LongView Asset Management LLC$143M AUM | 0.14% | $201,922 | 1.5K | Q4 2025OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.14% | $724,738 | 5.0K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.14% | $10M | 65.7K | Q1 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.14% | $881,769 | 6.0K | Q1 2026 |
| Shared Vision Wealth Group LLC$245M AUM | 0.14% | $343,122 | 2.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.14% | $37M | 253.1K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.14% | $104M | 709.7K | Q1 2026 |
| Beacon Bank & Trust$518M AUM | 0.14% | $680,372 | 4.7K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.14% | $25M | 172.3K | Q1 2026 |
| Payne Capital Management, LLC$331M AUM | 0.14% | $457,890 | 3.1K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.14% | $5M | 39.2K | Q2 2025OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.14% | $1M | 9.4K | Q1 2026 |
| Hopwood Financial Services, Inc.$148M AUM | 0.14% | $204,316 | 1.4K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.14% | $447M | 3.06M | Q1 2026 |
| EJMK Ventures LLC$179M AUM | 0.14% | $245,325 | 1.7K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.14% | $1M | 8.5K | Q1 2026 |
| Ashford Advisors, LLC$429M AUM | 0.14% | $583,760 | 4.0K | Q1 2026 |
| Realta Investment Advisors$288M AUM | 0.14% | $391,277 | 2.7K | Q1 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.14% | $3M | 22.1K | Q1 2026 |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 0.13% | $274,805 | 1.9K | Q1 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.13% | $1M | 9.2K | Q1 2026 |
| Global Trust Asset Management, LLC$262M AUM | 0.13% | $346,608 | 2.4K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.13% | $6M | 44.0K | Q1 2026 |
| O'Brien Wealth Partners LLC$756M AUM | 0.13% | $992,668 | 7.1K | Q4 2025OLDER |
| Center For Asset Management LLC$201M AUM | 0.13% | $264,151 | 1.8K | Q1 2026 |
| FIDUCIARY FAMILY OFFICE, LLC$351M AUM | 0.13% | $459,857 | 3.2K | Q1 2026 |
| Bouchey Financial Group Ltd$1.4B AUM | 0.13% | $2M | 12.0K | Q1 2026 |
| Meramec Financial Planners, LLC$252M AUM | 0.13% | $328,538 | 2.2K | Q1 2026 |
| SC&H Financial Advisors, Inc.$663M AUM | 0.13% | $860,974 | 5.9K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.13% | $20M | 144.4K | Q1 2026 |
| Wealth Advisory Solutions, LLC$449M AUM | 0.13% | $577,339 | 4.0K | Q1 2026 |
| Coastline Trust Co$1.0B AUM | 0.13% | $1M | 8.9K | Q1 2026 |
| Ledyard National Bank$1.2B AUM | 0.13% | $1M | 10.1K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.13% | $3M | 18.8K | Q1 2026 |
| Gen-Wealth Partners Inc$317M AUM | 0.13% | $402,357 | 2.8K | Q1 2026 |
| Parcion Private Wealth LLC$1.6B AUM | 0.13% | $2M | 14.0K | Q1 2026 |
| Millennium Capital Advisors, LLC$162M AUM | 0.13% | $205,483 | 1.4K | Q1 2026 |
| Harbour Trust & Investment Management Co$943M AUM | 0.13% | $1M | 8.1K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.13% | $4M | 26.9K | Q1 2026 |
| Loudon Investment Management, LLC$186M AUM | 0.12% | $224,090 | 1.7K | Q2 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.12% | $3M | 23.1K | Q1 2026 |
| Carson Advisory Inc.$193M AUM | 0.12% | $236,687 | 1.6K | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.12% | $308,571 | 2.1K | Q1 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.12% | $866,673 | 5.9K | Q1 2026 |
| Financial Alternatives, Inc$185M AUM | 0.12% | $226,049 | 1.5K | Q1 2026 |
| Oak Asset Management, LLC$290M AUM | 0.12% | $353,905 | 2.4K | Q1 2026 |
| Old North State Wealth Management, LLC$234M AUM | 0.12% | $262,910 | 1.8K | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.12% | $141,577 | 970 | Q1 2026 |
| Scissortail Wealth Management, LLC$498M AUM | 0.12% | $527,695 | 3.8K | Q4 2025OLDER |
| Stegner Investment Associates Inc.$183M AUM | 0.12% | $225,718 | 1.6K | Q4 2025OLDER |
| Boreal Capital Management LLC$123M AUM | 0.12% | $145,043 | 1.1K | Q2 2025OLDER |
| Baugh & Associates, LLC$232M AUM | 0.12% | $277,316 | 1.9K | Q1 2026 |
| Glassman Wealth Services$736M AUM | 0.12% | $876,022 | 6.0K | Q1 2026 |
| Osbon Capital Management LLC$123M AUM | 0.12% | $145,940 | 1.0K | Q1 2026 |
| Provident Wealth Management, LLC$331M AUM | 0.12% | $392,364 | 2.7K | Q1 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.12% | $655,417 | 4.5K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.12% | $5M | 38.2K | Q2 2025OLDER |
| Global Wealth Management, LLC$183M AUM | 0.12% | $214,492 | 1.5K | Q1 2026 |
| SevenBridge Financial Group, LLC$640M AUM | 0.12% | $744,389 | 5.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.12% | $438M | 3.00M | Q1 2026 |
| Riverstone Advisors, LLC$203M AUM | 0.12% | $235,284 | 1.7K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.12% | $108M | 742.6K | Q1 2026 |
| BANTAMAC CAPITAL, LLC$186M AUM | 0.12% | $214,532 | 1.5K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.12% | $9M | 64.8K | Q1 2026 |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.11% | $897,340 | 6.1K | Q1 2026 |
| S.E.E.D. Planning Group LLC$344M AUM | 0.11% | $392,141 | 2.7K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.11% | $3M | 17.6K | Q1 2026 |
| PW Nova Financial Services LLC$399M AUM | 0.11% | $453,640 | 3.1K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.11% | $397,023 | 5.2K | Q1 2026 |
| Capasso Planning Partners LLC$185M AUM | 0.11% | $207,839 | 1.4K | Q1 2026 |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.11% | $280,660 | 2.0K | Q3 2025OLDER |
| New Hampshire Trust$496M AUM | 0.11% | $550,924 | 3.8K | Q1 2026 |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.11% | $4M | 25.1K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.11% | $684,189 | 4.7K | Q1 2026 |
| Revisor Wealth Management LLC$362M AUM | 0.11% | $399,813 | 2.7K | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.11% | $786,796 | 5.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.11% | $75M | 514.3K | Q1 2026 |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 0.11% | $743,288 | 5.1K | Q1 2026 |
| Seneschal Advisors, LLC$135M AUM | 0.11% | $146,086 | 1.0K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.11% | $1M | 9.2K | Q1 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 0.11% | $408,969 | 2.8K | Q1 2026 |
| Cadence Bank$1.7B AUM | 0.11% | $2M | 13.2K | Q4 2025OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.11% | $2M | 11.6K | Q1 2026 |
| Advisor Resource Council$309M AUM | 0.11% | $272,410 | 2.0K | Q2 2025OLDER |
| Centricity Wealth Management, LLC$125M AUM | 0.11% | $132,608 | 977 | Q2 2025OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.11% | $548,588 | 3.8K | Q1 2026 |
| Selby Wealth Management, LLC$282M AUM | 0.11% | $266,643 | 1.8K | Q1 2026 |
| WEST PACES ADVISORS INC.$516M AUM | 0.10% | $540,270 | 3.7K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.10% | $587,992 | 4.0K | Q1 2026 |
| GREENLEAF TRUST$10.2B AUM | 0.10% | $11M | 72.7K | Q1 2026 |
| Compass Ion Advisors, LLC$1.0B AUM | 0.10% | $1M | 7.5K | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.10% | $460,441 | 3.2K | Q1 2026 |
| Ascentis Wealth Management, LLC$508M AUM | 0.10% | $522,487 | 3.6K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.10% | $6M | 42.9K | Q1 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 0.10% | $885,859 | 6.1K | Q1 2026 |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 0.10% | $285,133 | 1.9K | Q1 2026 |
| Ellis Investment Partners, LLC$576M AUM | 0.10% | $586,949 | 4.0K | Q1 2026 |
| EPIQ PARTNERS, LLC$236M AUM | 0.10% | $214,277 | 1.5K | Q3 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.10% | $7M | 50.5K | Q1 2026 |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 0.10% | $249,849 | 1.7K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.10% | $2M | 12.0K | Q1 2026 |
| Smith & Howard Wealth Management, LLC$462M AUM | 0.10% | $458,398 | 3.1K | Q1 2026 |
| Worth Asset Management, LLC$313M AUM | 0.10% | $265,465 | 1.8K | Q1 2026 |
| REBALANCE, LLC$1.7B AUM | 0.10% | $2M | 11.7K | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.10% | $2M | 17.3K | Q3 2025OLDER |
| Intellus Advisors LLC$732M AUM | 0.10% | $722,841 | 5.0K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.10% | $3M | 19.9K | Q1 2026 |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.10% | $663,548 | 4.5K | Q1 2026 |
| Serenus Wealth Advisors, LLC$501M AUM | 0.10% | $484,860 | 3.3K | Q1 2026 |
| Hurley Capital, LLC$187M AUM | 0.10% | $179,970 | 1.2K | Q1 2026 |
| Seneca House Advisors$252M AUM | 0.10% | $241,851 | 1.7K | Q1 2026 |
| Friday Financial$373M AUM | 0.10% | $277,578 | 1.9K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.10% | $2M | 12.4K | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.10% | $96,000 | 686 | Q4 2025OLDER |
| Transcendent Capital Group LLC$219M AUM | 0.10% | $208,694 | 1.4K | Q1 2026 |
| L.K. Benson & Company, P.C.$302M AUM | 0.09% | $287,210 | 2.0K | Q1 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.09% | $597,332 | 4.1K | Q1 2026 |
| North Capital, Inc.$118M AUM | 0.09% | $121,423 | 867 | Q3 2025OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.09% | $974,150 | 6.7K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.09% | $437,985 | 3.0K | Q1 2026 |
| Signature Wealth Management Group$263M AUM | 0.09% | $245,179 | 1.7K | Q1 2026 |
| Clarity Wealth Advisors, LLC$486M AUM | 0.09% | $452,095 | 3.1K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.09% | $3M | 17.3K | Q1 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.09% | $1M | 9.0K | Q1 2026 |
| SWMG, LLC$350M AUM | 0.09% | $271,767 | 2.0K | Q2 2025OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.09% | $22M | 150.6K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.09% | $871,298 | 6.0K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.09% | $3M | 20.0K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.09% | $3M | 23.0K | Q1 2026 |
| KFA Private Wealth Group, LLC$417M AUM | 0.09% | $369,069 | 2.5K | Q1 2026 |
| SkyOak Wealth, LLC$546M AUM | 0.09% | $482,770 | 3.3K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.09% | $679,579 | 4.7K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.09% | $8M | 53.1K | Q1 2026 |
| HEADINVEST, LLC$488M AUM | 0.09% | $423,956 | 2.9K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.