VANGUARD STAR FDS
CUSIP 921909768
Vanguard Star Fds has 1,702 institutional holders in Filings Flow’s 13F database, together reporting 432.72M shares worth $32.0B as of Q1 2026. The largest reported holders are Vanguard Advisers Inc, Vanguard Group Inc, and Rakuten Investment Management, Inc..
Institutional Holders
1,702
Q1 2026
Reported Value
$32.0B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| First American Financial Corp$370M AUM | 43.90% | $162M | 2.11M | Q1 2026OLDER |
| Narodna banka Slovenska$3.5B AUM | 36.47% | $1.3B | 14.91M | Q2 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 26.45% | $6.7B | 87.52M | Q1 2026OLDER |
| Luminvest Wealth Management LLC$382M AUM | 18.92% | $72M | 926.5K | Q1 2026OLDER |
| SAM Advisors, LLC$319M AUM | 17.51% | $56M | 724.4K | Q1 2026OLDER |
| Drystone LLC$111M AUM | 17.25% | $19M | 248.1K | Q1 2026OLDER |
| Tenon Financial LLC$255M AUM | 17.15% | $44M | 566.1K | Q1 2026OLDER |
| Manuka Financial, LLC$162M AUM | 17.09% | $28M | 358.9K | Q1 2026OLDER |
| 25 LLC$324M AUM | 16.93% | $55M | 712.5K | Q1 2026OLDER |
| Arbor Wealth Advisors LLC$164M AUM | 16.39% | $27M | 313.6K | Q2 2026 |
| Angeles Investment Advisors, LLC$1.5B AUM | 15.26% | $227M | 2.94M | Q1 2026OLDER |
| BURRUS FINANCIAL SERVICES, INC.$218M AUM | 14.56% | $32M | 412.6K | Q1 2026OLDER |
| STONE LOFT WEALTH MANAGEMENT LLC$107M AUM | 14.07% | $15M | 198.8K | Q1 2026OLDER |
| Prospera Capital Management, LLC$199M AUM | 13.67% | $27M | 353.4K | Q1 2026OLDER |
| Towneley Capital Management, Inc / DE$478M AUM | 13.24% | $63M | 820.6K | Q1 2026OLDER |
| Sageworth Trust Co$2.3B AUM | 13.10% | $305M | 3.95M | Q1 2026OLDER |
| STUART INVESTMENT ADVISORS, INC.$229M AUM | 12.67% | $29M | 376.1K | Q1 2026OLDER |
| Global Endowment Management, LP$896M AUM | 12.39% | $111M | 1.44M | Q1 2026OLDER |
| Gibson Wealth Advisors LLC$149M AUM | 12.06% | $18M | 233.4K | Q1 2026OLDER |
| Mallini Complete Financial Planning LLC$140M AUM | 12.04% | $17M | 197.5K | Q2 2026 |
| Peak Financial Management, Inc.$394M AUM | 11.61% | $46M | 593.3K | Q1 2026OLDER |
| Lindenwold Advisors, INC$212M AUM | 11.61% | $25M | 334.6K | Q4 2025OLDER |
| Shade Tree Advisors LLC$140M AUM | 11.57% | $16M | 209.4K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 11.56% | $183M | 2.38M | Q1 2026OLDER |
| St. Louis Trust Co$856M AUM | 10.81% | $93M | 1.20M | Q1 2026OLDER |
| Sageworth Trust Co of South Dakota$126M AUM | 10.26% | $13M | 167.9K | Q1 2026OLDER |
| SVRN Asset Management, LLC$103M AUM | 10.19% | $11M | 136.5K | Q1 2026OLDER |
| Gleason Group, Inc.$1.0B AUM | 10.14% | $102M | 1.33M | Q1 2026OLDER |
| Juno Financial Group LLC$255M AUM | 10.03% | $26M | 331.9K | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 10.03% | $129M | 1.68M | Q1 2026OLDER |
| Genesis Wealth Advisors, LLC$150M AUM | 9.85% | $15M | 191.4K | Q1 2026OLDER |
| Prime Buchholz LLC$191M AUM | 9.73% | $19M | 241.5K | Q1 2026OLDER |
| Silphium Asset Management Ltd$264M AUM | 9.54% | $32M | 439.0K | Q3 2025OLDER |
| Family CFO Inc$223M AUM | 9.39% | $21M | 271.9K | Q1 2026OLDER |
| UNIVEST FINANCIAL Corp$1.8B AUM | 9.22% | $164M | 2.13M | Q1 2026OLDER |
| Standpoint Asset Management, LLC$412M AUM | 8.93% | $37M | 477.6K | Q1 2026OLDER |
| GuidedMoney, LLC$190M AUM | 8.79% | $17M | 217.1K | Q1 2026OLDER |
| New Covenant Trust Company, N.A.$112M AUM | 8.78% | $10M | 127.6K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 8.67% | $25M | 327.3K | Q1 2026OLDER |
| GRANVILLE CAPITAL, INC.$191M AUM | 8.51% | $16M | 211.1K | Q1 2026OLDER |
| FIDELIS iM, LLC$264M AUM | 8.43% | $22M | 289.0K | Q1 2026OLDER |
| Schulz Wealth, LTD.$156M AUM | 8.28% | $13M | 171.3K | Q4 2025OLDER |
| Swisher Financial Concepts, Inc.$179M AUM | 8.21% | $15M | 190.3K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 8.17% | $77M | 1.00M | Q1 2026OLDER |
| M Wealth Management, LLC$119M AUM | 7.97% | $9M | 122.9K | Q1 2026OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 7.90% | $11M | 136.4K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 7.83% | $53M | 688.4K | Q1 2026OLDER |
| Madison Park Capital Advisors, LLC$140M AUM | 7.77% | $11M | 127.6K | Q2 2026 |
| WealthCollab, LLC$243M AUM | 7.54% | $18M | 237.5K | Q1 2026OLDER |
| Verus Financial Partners, Inc.$1.1B AUM | 7.49% | $84M | 1.01M | Q1 2026OLDER |
| Sunflower Bank, N.A.$392M AUM | 7.30% | $29M | 371.7K | Q1 2026OLDER |
| MontVue Capital Management, Inc.$147M AUM | 7.02% | $10M | 133.7K | Q1 2026OLDER |
| Joseph Group Capital Management$400M AUM | 6.98% | $28M | 362.2K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 6.90% | $21M | 268.4K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 6.89% | $127M | 1.64M | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 6.89% | $50M | 643.7K | Q1 2026OLDER |
| McCarthy Asset Management, Inc.$192M AUM | 6.72% | $13M | 170.7K | Q4 2025OLDER |
| Sellwood Investment Partners LLC$254M AUM | 6.71% | $17M | 221.0K | Q1 2026OLDER |
| Seneca Financial Advisors LLC$341M AUM | 6.59% | $22M | 291.8K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 6.59% | $18M | 229.7K | Q1 2026OLDER |
| David Kennon Inc$279M AUM | 6.44% | $18M | 233.1K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 6.31% | $25M | 322.6K | Q1 2026OLDER |
| Greenline Partners, LLC$930M AUM | 6.21% | $58M | 749.7K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 6.15% | $401M | 5.20M | Q1 2026OLDER |
| Tribridge Partners Financial LLC$242M AUM | 6.11% | $15M | 190.6K | Q1 2026OLDER |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 6.07% | $9M | 113.9K | Q1 2026OLDER |
| James J. Burns & Company, LLC$737M AUM | 6.03% | $44M | 576.4K | Q1 2026OLDER |
| CHERRYDALE WEALTH MANAGEMENT, LLC$324M AUM | 5.99% | $19M | 251.3K | Q1 2026OLDER |
| GREENWOOD GEARHART LLC$1.8B AUM | 5.96% | $110M | 1.43M | Q1 2026OLDER |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.$128M AUM | 5.94% | $8M | 98.5K | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 5.85% | $30M | 393.6K | Q1 2026OLDER |
| Meriwether Wealth & Planning, LLC$202M AUM | 5.76% | $12M | 135.9K | Q2 2026 |
| TRB Wealth Management, LLC$704M AUM | 5.68% | $40M | 518.4K | Q1 2026OLDER |
| Intelligent Financial Strategies$192M AUM | 5.65% | $11M | 140.7K | Q1 2026OLDER |
| Tenret Co LLC$207M AUM | 5.56% | $12M | 149.3K | Q1 2026OLDER |
| Greenbush Financial Group, LLC$302M AUM | 5.56% | $17M | 217.9K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 5.55% | $161M | 2.08M | Q1 2026OLDER |
| Beacon Financial Strategies CORP$201M AUM | 5.54% | $11M | 130.5K | Q2 2026 |
| Shelter Mutual Insurance Co$450M AUM | 5.40% | $24M | 314.8K | Q1 2026OLDER |
| Gordian Advisors LLC$150M AUM | 5.39% | $8M | 104.8K | Q1 2026OLDER |
| Davidson Kahn Capital Management, LLC$188M AUM | 5.21% | $10M | 125.2K | Q1 2026OLDER |
| Roger Wittlin Investment Advisory, LLC$122M AUM | 5.14% | $6M | 81.4K | Q1 2026OLDER |
| TABR Capital Management, LLC$109M AUM | 5.08% | $6M | 71.6K | Q1 2026OLDER |
| KMT WEALTH MANAGEMENT, LLC$184M AUM | 5.03% | $9M | 120.2K | Q1 2026OLDER |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 5.03% | $10M | 132.8K | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 5.03% | $13M | 164.0K | Q1 2026OLDER |
| Atlantic Private Wealth, LLC$153M AUM | 4.97% | $8M | 98.6K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 4.95% | $29M | 334.7K | Q2 2026 |
| Sunesis Advisors, LLC$221M AUM | 4.93% | $11M | 141.4K | Q1 2026OLDER |
| Wrenne Financial Planning LLC$255M AUM | 4.92% | $13M | 162.6K | Q1 2026OLDER |
| Tandem Investment Partners LLC$118M AUM | 4.91% | $6M | 75.1K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 4.82% | $81M | 1.11M | Q3 2025OLDER |
| Eschler Asset Management LLP$100M AUM | 4.78% | $5M | 62.2K | Q1 2026OLDER |
| Capstone Financial Advisors, Inc.$1.9B AUM | 4.77% | $89M | 1.15M | Q1 2026OLDER |
| RESOLUTE CAPITAL, LLC$247M AUM | 4.75% | $12M | 152.0K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 4.68% | $15M | 199.1K | Q1 2026OLDER |
| Curran Financial Partners, LLC$559M AUM | 4.65% | $26M | 337.1K | Q1 2026OLDER |
| Hartmann Taylor Wealth Management, LLC$151M AUM | 4.64% | $7M | 90.9K | Q1 2026OLDER |
| Abacus Planning Group, Inc.$743M AUM | 4.63% | $34M | 446.3K | Q1 2026OLDER |
| MRWM Advisors, LLC$184M AUM | 4.61% | $8M | 110.2K | Q1 2026OLDER |
| Souders Financial Advisors$876M AUM | 4.52% | $40M | 513.4K | Q1 2026OLDER |
| Downshift Financial, LLC$193M AUM | 4.51% | $9M | 106.7K | Q1 2026OLDER |
| Axiom Financial Strategies, LLC$284M AUM | 4.50% | $11M | 141.6K | Q4 2025OLDER |
| Rakuten Investment Management, Inc.$49.2B AUM | 4.48% | $2.2B | 30.14M | Q1 2026OLDER |
| INTEGRATED WEALTHCARE, LLC$120M AUM | 4.46% | $5M | 69.1K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 4.43% | $10M | 123.3K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 4.42% | $6M | 75.9K | Q1 2026OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 4.40% | $7M | 96.4K | Q1 2026OLDER |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 4.38% | $25M | 328.5K | Q1 2026OLDER |
| ADE, LLC$209M AUM | 4.36% | $9M | 118.0K | Q1 2026OLDER |
| Applied Capital LLC$268M AUM | 4.28% | $11M | 148.5K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 4.28% | $27M | 346.2K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 4.26% | $13M | 167.0K | Q1 2026OLDER |
| Latigo Investments, LLC$201M AUM | 4.23% | $9M | 110.2K | Q1 2026OLDER |
| Greenhouse Wealth Management, LLC$162M AUM | 4.23% | $7M | 88.8K | Q1 2026OLDER |
| Clarity Wealth Advisors, LLC$486M AUM | 4.09% | $20M | 258.2K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 4.00% | $618M | 8.06M | Q1 2026OLDER |
| Sage Investment Advisers LLC$149M AUM | 3.97% | $6M | 69.1K | Q2 2026 |
| Orcam Financial Group$141M AUM | 3.90% | $5M | 71.2K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 3.84% | $488M | 6.33M | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 3.80% | $15M | 192.1K | Q1 2026OLDER |
| Mustard Seed Financial, LLC$167M AUM | 3.77% | $6M | 81.7K | Q1 2026OLDER |
| Valpey Financial Services, LLC$154M AUM | 3.74% | $6M | 74.6K | Q1 2026OLDER |
| Good Steward Wealth Advisors,LLC$156M AUM | 3.64% | $6M | 73.4K | Q1 2026OLDER |
| AMES NATIONAL CORP$167M AUM | 3.62% | $6M | 78.2K | Q1 2026OLDER |
| Estate Counselors, LLC$1.1B AUM | 3.58% | $40M | 521.2K | Q1 2026OLDER |
| Vernal Point Advisors, LLC$246M AUM | 3.54% | $9M | 113.1K | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 3.50% | $24M | 312.4K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 3.44% | $16M | 212.3K | Q1 2026OLDER |
| Trellis Wealth Advisors LLC$263M AUM | 3.41% | $9M | 116.3K | Q1 2026OLDER |
| Value Investment Professionals, LLC$119M AUM | 3.40% | $3M | 43.0K | Q4 2025OLDER |
| Factor Wealth Management LTD$661M AUM | 3.40% | $23M | 263.4K | Q2 2026 |
| McAlister, Sweet & Associates, Inc.$161M AUM | 3.38% | $5M | 70.4K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 3.38% | $430M | 5.58M | Q1 2026OLDER |
| CATALYST PRIVATE WEALTH, LLC$185M AUM | 3.36% | $6M | 80.3K | Q1 2026OLDER |
| Sagace Wealth Management LLC$149M AUM | 3.29% | $5M | 63.7K | Q1 2026OLDER |
| Joel Adams & Associates, Inc.$135M AUM | 3.26% | $4M | 56.9K | Q1 2026OLDER |
| Dodds Wealth, LLC$407M AUM | 3.24% | $13M | 171.1K | Q1 2026OLDER |
| LINCOLN NATIONAL CORP$3.5B AUM | 3.24% | $112M | 1.45M | Q1 2026OLDER |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM | 3.19% | $4M | 46.0K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 3.17% | $5M | 69.0K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 3.12% | $42M | 541.6K | Q1 2026OLDER |
| Winter & Associates, Inc.$133M AUM | 3.12% | $4M | 48.6K | Q2 2026 |
| PROSPERITY BANCSHARES INC$125M AUM | 3.05% | $4M | 49.4K | Q1 2026OLDER |
| Fire Capital Management LLC$214M AUM | 3.04% | $6M | 84.1K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 3.01% | $8M | 105.7K | Q1 2026OLDER |
| Financial Architects, LLC$190M AUM | 2.89% | $5M | 71.1K | Q1 2026OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 2.89% | $60M | 774.5K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 2.87% | $38M | 491.3K | Q1 2026OLDER |
| Aperture Investors, LLC$791M AUM | 2.83% | $22M | 290.9K | Q1 2026OLDER |
| Cushing Capital Partners, LLC$130M AUM | 2.82% | $4M | 47.6K | Q1 2026OLDER |
| Efficient Advisors, LLC$1.4B AUM | 2.80% | $39M | 511.0K | Q1 2026OLDER |
| Reality Financial Planning Services, LLC$104M AUM | 2.73% | $3M | 36.6K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 2.72% | $37M | 486.1K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 2.71% | $59M | 762.6K | Q1 2026OLDER |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 2.68% | $40M | 512.8K | Q1 2026OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 2.67% | $4M | 52.6K | Q1 2026OLDER |
| Vilga Financial Planning LLC$132M AUM | 2.56% | $3M | 39.6K | Q2 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 2.53% | $82M | 1.10M | Q1 2026OLDER |
| OFC FINANCIAL PLANNING, LLC$102M AUM | 2.44% | $2M | 32.2K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 2.38% | $24M | 316.1K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 2.35% | $41M | 529.6K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 2.32% | $5M | 70.9K | Q3 2025OLDER |
| Unconventional Investor, LLC$211M AUM | 2.32% | $5M | 63.3K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 2.26% | $6M | 74.7K | Q1 2026OLDER |
| Serenity Investment Advisors$214M AUM | 2.26% | $5M | 57.1K | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 2.25% | $6M | 74.2K | Q1 2026OLDER |
| UNITED SERVICES AUTOMOBILE ASSOCIATION$851M AUM | 2.20% | $19M | 242.5K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 2.19% | $13M | 173.8K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 2.16% | $30M | 383.4K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 2.15% | $56M | 722.2K | Q1 2026OLDER |
| Freedom Day Solutions, LLC$373M AUM | 2.14% | $8M | 103.6K | Q1 2026OLDER |
| Hyposwiss Advisors SA$101M AUM | 2.13% | $2M | 28.0K | Q1 2026OLDER |
| Berman McAleer LLC$733M AUM | 2.13% | $16M | 202.5K | Q1 2026OLDER |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 2.12% | $6M | 80.9K | Q1 2026OLDER |
| Clayton Partners LLC$138M AUM | 2.09% | $3M | 37.4K | Q1 2026OLDER |
| Everest Management Corp.$197M AUM | 2.00% | $4M | 51.3K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 1.98% | $7M | 78.8K | Q2 2026 |
| Woodside Wealth Management LLC$128M AUM | 1.98% | $3M | 32.8K | Q1 2026OLDER |
| Pacific Park Financial, Inc.$153M AUM | 1.97% | $3M | 39.2K | Q1 2026OLDER |
| GSG Advisors LLC$385M AUM | 1.97% | $8M | 98.3K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 1.96% | $3M | 32.0K | Q2 2026 |
| Old Peak Finance LLC$171M AUM | 1.94% | $3M | 43.1K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 1.89% | $5M | 69.9K | Q1 2026OLDER |
| Fort Henry Capital, LLC$165M AUM | 1.89% | $3M | 40.5K | Q1 2026OLDER |
| Kastel Capital Advisors, LLC$158M AUM | 1.87% | $3M | 38.4K | Q2 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 1.85% | $16M | 207.2K | Q1 2026OLDER |
| Financial Planning Hawaii, Inc.$170M AUM | 1.84% | $3M | 40.4K | Q1 2026OLDER |
| Financial Symmetry Inc$281M AUM | 1.83% | $5M | 61.8K | Q1 2026OLDER |
| Ruggaard & Associates LLC$252M AUM | 1.82% | $5M | 59.7K | Q1 2026OLDER |
| Prudent Man Advisors, LLC$334M AUM | 1.81% | $6M | 78.5K | Q1 2026OLDER |
| BEACON ADVISORS HOLDINGS, LLC$187M AUM | 1.78% | $3M | 43.2K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 1.74% | $6M | 71.9K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 1.74% | $5M | 58.9K | Q1 2026OLDER |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 1.73% | $10M | 131.9K | Q1 2026OLDER |
| Troutman Wealth Management, LLC$120M AUM | 1.73% | $2M | 26.8K | Q1 2026OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 1.72% | $5M | 62.7K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 1.71% | $79M | 1.03M | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 1.69% | $11M | 135.5K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 1.67% | $69M | 892.2K | Q1 2026OLDER |
| Upper Left Wealth Management, LLC$169M AUM | 1.64% | $3M | 35.9K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 1.61% | $45M | 580.5K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 1.60% | $16M | 207.4K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 1.59% | $26M | 342.3K | Q1 2026OLDER |
| Red Wave Investments LLC$335M AUM | 1.58% | $5M | 68.5K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 1.57% | $72M | 940.0K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 1.55% | $5M | 57.2K | Q2 2026 |
| Northstar Group, Inc.$707M AUM | 1.55% | $11M | 141.9K | Q1 2026OLDER |
| Passumpsic Savings Bank$183M AUM | 1.54% | $3M | 37.2K | Q4 2025OLDER |
| Optas, LLC$661M AUM | 1.52% | $10M | 130.2K | Q1 2026OLDER |
| United Community Bank$300M AUM | 1.51% | $5M | 58.8K | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 1.49% | $2M | 20.3K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 1.49% | $134M | 1.74M | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 1.49% | $45M | 582.9K | Q1 2026OLDER |
| Calder Financial LLC$106M AUM | 1.49% | $2M | 18.5K | Q2 2026 |
| VAN STRUM & TOWNE INC.$343M AUM | 1.49% | $5M | 66.1K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 1.47% | $3M | 41.4K | Q1 2026OLDER |
| SwitchPoint Financial Planning, LLC$147M AUM | 1.45% | $2M | 27.8K | Q1 2026OLDER |
| Coyle Financial Counsel LLC$473M AUM | 1.44% | $7M | 88.5K | Q1 2026OLDER |
| ATLas Financial Planning LLC$112M AUM | 1.41% | $2M | 20.4K | Q1 2026OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 1.41% | $5M | 66.6K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 1.41% | $18M | 228.4K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 1.40% | $2M | 21.5K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 1.40% | $5M | 60.6K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 1.39% | $3M | 33.5K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 1.39% | $33M | 430.2K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 1.38% | $5M | 57.3K | Q1 2026OLDER |
| Legacy Private Trust Co.$1.6B AUM | 1.38% | $22M | 291.0K | Q1 2026OLDER |
| Summit Wealth Group, LLC$436M AUM | 1.38% | $6M | 78.0K | Q1 2026OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 1.38% | $8M | 107.9K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 1.37% | $6M | 84.2K | Q1 2026OLDER |
| Pitti Group Wealth Management, LLC$123M AUM | 1.37% | $2M | 21.9K | Q1 2026OLDER |
| Aberdeen Wealth Management LLC$219M AUM | 1.37% | $3M | 38.9K | Q1 2026OLDER |
| Asset Advisory Group, Inc.$229M AUM | 1.35% | $3M | 36.2K | Q2 2026 |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 1.35% | $3M | 38.1K | Q1 2026OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 1.33% | $3M | 33.2K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 1.32% | $24M | 317.1K | Q1 2026OLDER |
| Walker Financial Services, Inc.$292M AUM | 1.30% | $4M | 49.1K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 1.29% | $5M | 70.0K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 1.27% | $41M | 481.6K | Q2 2026 |
| Scott & Selber, Inc.$474M AUM | 1.25% | $6M | 69.4K | Q2 2026 |
| Everstar Asset Management, LLC$188M AUM | 1.24% | $2M | 30.2K | Q1 2026OLDER |
| PENNEY FINANCIAL, LLC$261M AUM | 1.22% | $3M | 41.3K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 1.22% | $2M | 27.6K | Q1 2026OLDER |
| Carroll Advisory Group, LLC$258M AUM | 1.22% | $3M | 40.6K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 1.21% | $75M | 972.6K | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 1.19% | $7M | 93.5K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 1.18% | $12M | 161.4K | Q1 2026OLDER |
| NorthLanding Financial Partners, LLC$124M AUM | 1.17% | $1M | 18.8K | Q1 2026OLDER |
| B&D White Capital Company, LLC$809M AUM | 1.16% | $9M | 121.4K | Q1 2026OLDER |
| Allen Investment Management, LLC$8.1B AUM | 1.15% | $93M | 1.20M | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 1.14% | $1M | 17.4K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 1.13% | $4M | 51.9K | Q1 2026OLDER |
| Cypress Capital, LLC$351M AUM | 1.12% | $4M | 51.0K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$386M AUM | 1.12% | $4M | 55.9K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 1.12% | $16M | 206.8K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 1.12% | $2M | 28.1K | Q2 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 1.11% | $9M | 119.4K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 1.11% | $5M | 69.3K | Q2 2026 |
| Successful Portfolios LLC$181M AUM | 1.11% | $2M | 26.4K | Q1 2026OLDER |
| Centric Wealth Management$501M AUM | 1.11% | $6M | 67.3K | Q1 2026OLDER |
| Seed Wealth Management, Inc.$145M AUM | 1.09% | $2M | 20.6K | Q1 2026OLDER |
| Carter Financial, LLC$115M AUM | 1.08% | $1M | 16.2K | Q1 2026OLDER |
| Headland Capital, LLC$355M AUM | 1.08% | $4M | 49.9K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 1.08% | $2M | 21.9K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 1.08% | $2M | 26.1K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 1.07% | $2M | 22.6K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 1.07% | $34M | 438.3K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 1.06% | $9M | 103.8K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 1.06% | $3M | 32.6K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 1.06% | $10M | 131.3K | Q1 2026OLDER |
| Legacy Advisors, LLC$848M AUM | 1.05% | $9M | 115.2K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 1.05% | $9M | 110.5K | Q2 2026 |
| MAYPORT, LLC$538M AUM | 1.04% | $6M | 72.7K | Q1 2026OLDER |
| Friday Financial$373M AUM | 1.03% | $4M | 45.5K | Q2 2026 |
| New Republic Capital, LLC$297M AUM | 1.03% | $3M | 39.5K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$873M AUM | 1.03% | $9M | 116.0K | Q1 2026OLDER |
| Wick Capital Partners, LLC$548M AUM | 1.02% | $6M | 6.6K | Q4 2025OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 1.02% | $1M | 17.9K | Q1 2026OLDER |
| Gold Investment Management Ltd.$323M AUM | 1.01% | $3M | 42.2K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 1.00% | $8M | 110.3K | Q1 2026OLDER |
| CHRISTINE MESSMER PC$156M AUM | 1.00% | $2M | 20.2K | Q1 2026OLDER |
| Sovereign Investment Advisors, LLC$472M AUM | 0.98% | $5M | 60.3K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.98% | $4M | 50.1K | Q2 2026 |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 0.97% | $2M | 23.8K | Q1 2026OLDER |
| FCG Investment Co$228M AUM | 0.97% | $2M | 28.6K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.95% | $35M | 449.3K | Q1 2026OLDER |
| DiPaolo Financial Group, Inc.$153M AUM | 0.95% | $1M | 17.0K | Q2 2026 |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.95% | $6M | 77.7K | Q1 2026OLDER |
| BLUESTEM FINANCIAL ADVISORS, LLC$259M AUM | 0.94% | $2M | 31.7K | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 0.94% | $3M | 40.7K | Q1 2026OLDER |
| Avalon Advisory Group$248M AUM | 0.94% | $2M | 30.1K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.94% | $8M | 103.3K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 0.93% | $9M | 114.9K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.93% | $4M | 57.1K | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 0.93% | $2M | 20.4K | Q1 2026OLDER |
| VERITY Wealth Advisors$150M AUM | 0.93% | $1M | 18.0K | Q1 2026OLDER |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 0.93% | $2M | 21.1K | Q1 2026OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.93% | $1M | 17.2K | Q1 2026OLDER |
| CONTINENTAL INVESTORS SERVICES, INC.$106M AUM | 0.92% | $972,346 | 11.4K | Q1 2026OLDER |
| Gridiron Partners, LLC$164M AUM | 0.92% | $1M | 19.4K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.91% | $2M | 23.6K | Q4 2025OLDER |
| S&T BANK/PA$268M AUM | 0.91% | $2M | 31.5K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.90% | $5M | 69.3K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.89% | $5M | 59.0K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.89% | $18M | 237.4K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.88% | $2M | 26.4K | Q1 2026OLDER |
| Steffes Financial, Ltd.$189M AUM | 0.87% | $2M | 21.4K | Q1 2026OLDER |
| Farnam Financial LLC$122M AUM | 0.87% | $1M | 13.7K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.87% | $17M | 225.3K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.87% | $4M | 45.5K | Q1 2026OLDER |
| Lion Street Advisors, LLC$289M AUM | 0.86% | $2M | 38.3K | Q3 2025OLDER |
| Intrinsic Value Partners, LLC$130M AUM | 0.86% | $1M | 14.5K | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.86% | $6M | 75.2K | Q1 2026OLDER |
| 14B Captial Management LP$124M AUM | 0.85% | $1M | 14.0K | Q4 2025OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.84% | $41M | 529.7K | Q1 2026OLDER |
| Flower City Capital$227M AUM | 0.84% | $2M | 22.3K | Q2 2026 |
| Winthrop Advisory Group LLC$1.2B AUM | 0.84% | $10M | 132.9K | Q1 2026OLDER |
| Smith & Howard Wealth Management, LLC$462M AUM | 0.82% | $4M | 49.1K | Q1 2026OLDER |
| Nabity-Jensen Investment Management Inc$144M AUM | 0.82% | $1M | 15.3K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.82% | $3M | 32.5K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.82% | $939,277 | 12.2K | Q1 2026OLDER |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.$139M AUM | 0.81% | $1M | 14.7K | Q1 2026OLDER |
| J.M. Arbour, LLC$104M AUM | 0.81% | $841,578 | 10.9K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.81% | $26M | 334.7K | Q1 2026OLDER |
| Columbia Asset Management$525M AUM | 0.81% | $4M | 54.8K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 0.80% | $1M | 14.9K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.79% | $986,474 | 12.8K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.79% | $2M | 25.0K | Q1 2026OLDER |
| Index Fund Advisors, Inc.$2.2B AUM | 0.78% | $17M | 225.6K | Q1 2026OLDER |
| Lummis Asset Management, LP$167M AUM | 0.78% | $1M | 16.9K | Q1 2026OLDER |
| Sicart Associates LLC$389M AUM | 0.78% | $3M | 39.3K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.77% | $19M | 246.6K | Q1 2026OLDER |
| Warwick Investment Management, Inc.$690M AUM | 0.76% | $5M | 68.0K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.76% | $1M | 17.0K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 0.75% | $2M | 25.4K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.74% | $2M | 26.6K | Q1 2026OLDER |
| Cypress Point Wealth Management, LLC$464M AUM | 0.74% | $3M | 44.3K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.74% | $2M | 27.0K | Q3 2025OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 0.74% | $1M | 14.3K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.73% | $2M | 29.0K | Q1 2026OLDER |
| Veratis Advisors, Inc.$126M AUM | 0.72% | $908,340 | 11.1K | Q4 2025OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 0.72% | $4M | 49.6K | Q1 2026OLDER |
| IRON Financial LLC$229M AUM | 0.72% | $2M | 21.3K | Q1 2026OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.71% | $21M | 276.9K | Q4 2025OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.71% | $3M | 41.2K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.70% | $4M | 50.2K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.70% | $2M | 30.5K | Q1 2026OLDER |
| FSA Investment Group, LLC$248M AUM | 0.69% | $2M | 22.4K | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 0.69% | $1M | 17.3K | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 0.69% | $1M | 17.3K | Q1 2026OLDER |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 0.68% | $2M | 25.9K | Q1 2026OLDER |
| SEMITAM BONAM LLC$122M AUM | 0.68% | $833,857 | 10.8K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.67% | $4M | 56.8K | Q1 2026OLDER |
| TFO Wealth Partners, LLC$735M AUM | 0.67% | $5M | 64.2K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.67% | $3M | 34.6K | Q1 2026OLDER |
| Stonekeep Investments, LLC$154M AUM | 0.67% | $1M | 13.4K | Q1 2026OLDER |
| Cornerstone Planning, LLC$443M AUM | 0.66% | $3M | 38.2K | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.66% | $4M | 49.7K | Q1 2026OLDER |
| Lynch Asset Management, Inc.$298M AUM | 0.65% | $2M | 25.1K | Q1 2026OLDER |
| IMS Capital Management$217M AUM | 0.65% | $1M | 19.1K | Q3 2025OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.64% | $1M | 15.4K | Q1 2026OLDER |
| Northern Lights Advisors, Inc.$148M AUM | 0.64% | $947,065 | 12.3K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.64% | $6M | 65.6K | Q2 2026 |
| Arista Wealth Management, LLC$927M AUM | 0.64% | $6M | 69.2K | Q2 2026 |
| Key Capital Management, INC$151M AUM | 0.63% | $959,634 | 12.4K | Q1 2026OLDER |
| RFP Financial Group LLC$184M AUM | 0.63% | $2M | 26.3K | Q3 2025OLDER |
| Hardworking Capital Advisors, LLC$107M AUM | 0.63% | $672,631 | 8.7K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 0.62% | $5M | 63.9K | Q1 2026OLDER |
| Ervin Investment Management, LLC$171M AUM | 0.61% | $1M | 13.5K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.61% | $2M | 26.0K | Q1 2026OLDER |
| BANK OF HAWAII$1.9B AUM | 0.61% | $12M | 150.2K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.61% | $1M | 14.2K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.60% | $8M | 96.0K | Q2 2026 |
| Tanager Wealth Management LLP$1.0B AUM | 0.60% | $6M | 79.9K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 0.59% | $1M | 14.4K | Q3 2025OLDER |
| Hurley Capital, LLC$187M AUM | 0.59% | $1M | 14.3K | Q1 2026OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 0.59% | $7M | 85.5K | Q1 2026OLDER |
| SSI INVESTMENT MANAGEMENT LLC$1.4B AUM | 0.59% | $9M | 110.5K | Q1 2026OLDER |
| Leelyn Smith, LLC$713M AUM | 0.59% | $4M | 54.2K | Q1 2026OLDER |
| FreeGulliver LLC$237M AUM | 0.58% | $1M | 17.9K | Q3 2025OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.58% | $1M | 18.0K | Q1 2026OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.58% | $3M | 32.8K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.57% | $2M | 22.3K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.57% | $3M | 32.5K | Q2 2026 |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.57% | $908,589 | 11.8K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 0.57% | $1M | 16.3K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.56% | $638,709 | 7.5K | Q2 2026 |
| Arax Advisory Partners$3.5B AUM | 0.56% | $20M | 257.5K | Q1 2026OLDER |
| Aufman Associates Inc$204M AUM | 0.56% | $1M | 14.7K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.55% | $958,845 | 12.4K | Q1 2026OLDER |
| Valley Financial Group, Inc.$185M AUM | 0.55% | $1M | 13.2K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.55% | $12M | 153.3K | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.54% | $3M | 41.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.54% | $510M | 6.61M | Q1 2026OLDER |
| CURA WEALTH ADVISORS, LLC$223M AUM | 0.54% | $1M | 15.7K | Q1 2026OLDER |
| OLIO Financial Planning$361M AUM | 0.54% | $2M | 25.1K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.53% | $3M | 45.2K | Q1 2026OLDER |
| WEIK CAPITAL MANAGEMENT$251M AUM | 0.53% | $1M | 17.3K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.53% | $5M | 59.7K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.53% | $5M | 59.6K | Q2 2026 |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.53% | $1M | 15.2K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 0.53% | $6M | 72.0K | Q1 2026OLDER |
| Gibraltar Capital Management, Inc.$581M AUM | 0.53% | $3M | 39.6K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.52% | $2M | 30.4K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.52% | $1M | 16.2K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 0.52% | $57M | 735.4K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.52% | $2M | 27.9K | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 0.52% | $1M | 14.1K | Q1 2026OLDER |
| Capital Wealth Alliance, LLC$221M AUM | 0.52% | $1M | 14.8K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.51% | $24M | 305.7K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.51% | $2M | 27.9K | Q1 2026OLDER |
| HRC WEALTH MANAGEMENT, LLC$212M AUM | 0.51% | $1M | 14.0K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$216M AUM | 0.51% | $1M | 14.3K | Q1 2026OLDER |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.51% | $2M | 19.9K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.50% | $1M | 17.8K | Q1 2026OLDER |
| Independent Family Office, LLC$243M AUM | 0.50% | $1M | 15.8K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.50% | $90M | 1.17M | Q1 2026OLDER |
| KFA Private Wealth Group, LLC$417M AUM | 0.50% | $2M | 26.8K | Q1 2026OLDER |
| Daviman Financial, LLC$169M AUM | 0.50% | $837,492 | 10.9K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.49% | $6M | 72.6K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.49% | $1M | 13.4K | Q1 2026OLDER |
| Bricktown Capital, LLC$508M AUM | 0.49% | $2M | 32.2K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.49% | $1M | 16.1K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.48% | $6M | 81.9K | Q1 2026OLDER |
| Family Investment Center, Inc.$520M AUM | 0.48% | $3M | 32.6K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.48% | $1M | 13.9K | Q1 2026OLDER |
| LANE BROTHERS & CO INC$137M AUM | 0.48% | $660,678 | 8.6K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.48% | $630,451 | 8.2K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.48% | $12M | 156.5K | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.48% | $1M | 15.6K | Q1 2026OLDER |
| Serenus Wealth Advisors, LLC$501M AUM | 0.47% | $2M | 30.9K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.47% | $2M | 24.2K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 0.47% | $503,363 | 6.5K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.47% | $7M | 84.9K | Q2 2026 |
| TD Capital Management LLC$1.1B AUM | 0.46% | $5M | 66.6K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.46% | $761,230 | 9.9K | Q1 2026OLDER |
| Elm3 Financial Group, LLC$118M AUM | 0.46% | $539,307 | 7.0K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.45% | $4M | 53.8K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.45% | $8M | 101.8K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 0.45% | $708,602 | 9.2K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.45% | $60M | 775.7K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.45% | $6M | 82.5K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 0.45% | $892,857 | 11.6K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.45% | $1M | 13.8K | Q1 2026OLDER |
| GERBER, LLC$179M AUM | 0.44% | $793,788 | 10.3K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.44% | $5M | 59.6K | Q1 2026OLDER |
| HALL LAURIE J TRUSTEE$322M AUM | 0.44% | $1M | 16.6K | Q2 2026 |
| Bath Savings Trust Co$965M AUM | 0.44% | $4M | 49.8K | Q2 2026 |
| CRA Financial Services, LLC$770M AUM | 0.44% | $3M | 43.8K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.44% | $611,714 | 7.9K | Q1 2026OLDER |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 0.44% | $792,279 | 10.3K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.44% | $3M | 33.2K | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.43% | $22M | 286.9K | Q1 2026OLDER |
| Nicholas Wealth, LLC.$145M AUM | 0.43% | $625,494 | 8.1K | Q1 2026OLDER |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 0.43% | $539,924 | 7.0K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.43% | $7M | 88.6K | Q1 2026OLDER |
| Waycross Investment Management Co$105M AUM | 0.43% | $449,089 | 5.8K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.43% | $1M | 19.4K | Q4 2025OLDER |
| Bryant Woods Investment Advisors, LLC$272M AUM | 0.42% | $1M | 14.9K | Q1 2026OLDER |
| R.H. Investment Group, LLC$130M AUM | 0.42% | $548,709 | 6.8K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.42% | $965,317 | 21.5K | Q1 2026OLDER |
| Carson Advisory Inc.$193M AUM | 0.42% | $809,809 | 10.5K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 0.42% | $1M | 16.3K | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 0.42% | $7M | 86.9K | Q1 2026OLDER |
| BENNINGFIELD FINANCIAL ADVISORS, LLC$127M AUM | 0.41% | $525,120 | 6.8K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.41% | $3M | 43.2K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.41% | $14M | 168.9K | Q2 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.41% | $10M | 135.7K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.41% | $6M | 79.3K | Q4 2025OLDER |
| GWN SECURITIES INC.$523M AUM | 0.40% | $2M | 27.4K | Q1 2026OLDER |
| JDH Wealth Management, LLC$148M AUM | 0.40% | $597,988 | 7.8K | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.40% | $3M | 38.4K | Q1 2026OLDER |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 0.40% | $710,259 | 9.2K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.40% | $5M | 60.6K | Q1 2026OLDER |
| Causey Wealth LLC$205M AUM | 0.40% | $813,795 | 11.1K | Q1 2026OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 0.40% | $1M | 14.7K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 0.40% | $15M | 257.3K | Q2 2026 |
| Ballast Rock Private Wealth LLC$181M AUM | 0.40% | $714,630 | 9.3K | Q1 2026OLDER |
| O'Brien Wealth Partners LLC$756M AUM | 0.40% | $3M | 39.6K | Q4 2025OLDER |
| Essex LLC$566M AUM | 0.39% | $2M | 28.9K | Q1 2026OLDER |
| Commerce Advisors, LLC$119M AUM | 0.39% | $466,516 | 6.0K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.39% | $721,060 | 9.4K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.39% | $2M | 23.2K | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.38% | $1M | 15.1K | Q1 2026OLDER |
| Carl P. Sherr & Co., LLC$213M AUM | 0.38% | $809,655 | 10.5K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.38% | $12M | 144.8K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.38% | $5M | 67.1K | Q4 2025OLDER |
| Laurel Wealth Planning LLC$190M AUM | 0.38% | $715,581 | 9.3K | Q1 2026OLDER |
| DeDora Capital, Inc.$408M AUM | 0.38% | $2M | 19.9K | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 0.38% | $3M | 37.5K | Q1 2026OLDER |
| Bravias Capital Group, LLC$153M AUM | 0.38% | $621,023 | 8.2K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.37% | $24M | 314.7K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.37% | $5M | 68.2K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.37% | $1M | 14.6K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.37% | $768,668 | 12.1K | Q1 2026OLDER |
| Oak Wealth Advisors LLC$182M AUM | 0.37% | $674,297 | 8.7K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 0.37% | $768,807 | 10.0K | Q1 2026OLDER |
| SilverOak Wealth Management LLC$632M AUM | 0.37% | $2M | 30.3K | Q1 2026OLDER |
| Rolek Wealth Management LLC$139M AUM | 0.37% | $513,726 | 6.7K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.