VANGUARD WORLD FD
CUSIP 921910733
Vanguard World Fd has 675 institutional holders in Filings Flow’s 13F database, together reporting 31.10M shares worth $3.3B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Vanguard Advisers Inc, and Morgan Stanley.
Institutional Holders
675
Q1 2026
Reported Value
$3.3B
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 |
|---|---|---|---|---|
| VISA FOUNDATION$132M AUM | 100.00% | $132M | 1.17M | Q1 2026OLDER |
| Stanich Group LLC$131M AUM | 45.15% | $59M | 527.6K | Q1 2026OLDER |
| Platt Investment Counsel, LLC$149M AUM | 30.91% | $46M | 348.8K | Q2 2026 |
| IMPACTfolio, LLC$235M AUM | 23.84% | $56M | 499.7K | Q1 2026OLDER |
| Sellwood Investment Partners LLC$254M AUM | 14.84% | $38M | 335.4K | Q1 2026OLDER |
| Verde Capital Management$468M AUM | 14.58% | $68M | 607.1K | Q1 2026OLDER |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC$154M AUM | 10.80% | $17M | 148.1K | Q1 2026OLDER |
| Harpswell Capital Advisors, LLC$134M AUM | 10.75% | $14M | 128.6K | Q1 2026OLDER |
| New Covenant Trust Company, N.A.$112M AUM | 6.87% | $8M | 68.6K | Q1 2026OLDER |
| Farrell Financial LLC$167M AUM | 6.62% | $11M | 98.7K | Q1 2026OLDER |
| Cedar Wealth Management, LLC$344M AUM | 6.61% | $23M | 202.3K | Q1 2026OLDER |
| Sanchez Levi Garrett$159M AUM | 6.40% | $10M | 90.9K | Q1 2026OLDER |
| LifeGuide Financial Advisors, LLC$351M AUM | 6.09% | $21M | 161.7K | Q2 2026 |
| Leo Wealth, LLC$1.4B AUM | 5.65% | $78M | 692.5K | Q1 2026OLDER |
| Prime Buchholz LLC$191M AUM | 5.44% | $10M | 92.7K | Q1 2026OLDER |
| Pearl Planning LLC$187M AUM | 3.52% | $7M | 58.6K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 3.49% | $41M | 364.6K | Q1 2026OLDER |
| Atlantic Private Wealth, LLC$153M AUM | 3.16% | $5M | 43.1K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 2.99% | $31M | 273.0K | Q1 2026OLDER |
| Mallini Complete Financial Planning LLC$140M AUM | 2.75% | $4M | 29.2K | Q2 2026 |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 2.73% | $18M | 160.4K | Q1 2026OLDER |
| Human Investing LLC$687M AUM | 2.48% | $17M | 151.5K | Q1 2026OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 2.28% | $4M | 34.4K | Q1 2026OLDER |
| Davis Wealth Advisors, LLC$120M AUM | 2.01% | $2M | 21.6K | Q1 2026OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 1.74% | $3M | 28.0K | Q1 2026OLDER |
| LIBRA WEALTH LLC$355M AUM | 1.69% | $6M | 53.5K | Q1 2026OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 1.69% | $3M | 22.7K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 1.66% | $3M | 30.1K | Q1 2026OLDER |
| Gemmer Asset Management LLC$1.3B AUM | 1.63% | $21M | 183.6K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 1.63% | $415M | 3.70M | Q1 2026OLDER |
| Garde Capital, Inc.$1.7B AUM | 1.60% | $27M | 237.7K | Q1 2026OLDER |
| ATMOS ADVISORY, LLC$191M AUM | 1.60% | $3M | 23.1K | Q2 2026 |
| EQ LLC$355M AUM | 1.59% | $6M | 50.3K | Q1 2026OLDER |
| Burkett Asset Management Ltd$101M AUM | 1.58% | $2M | 14.3K | Q1 2026OLDER |
| Stonehearth Capital Management, LLC$293M AUM | 1.54% | $5M | 34.2K | Q2 2026 |
| Boston Standard Wealth Management, LLC$689M AUM | 1.54% | $11M | 79.9K | Q2 2026 |
| Topel & Distasi Wealth Management, LLC$193M AUM | 1.46% | $3M | 25.2K | Q1 2026OLDER |
| Farnam Financial LLC$122M AUM | 1.44% | $2M | 15.6K | Q1 2026OLDER |
| Angeles Investment Advisors, LLC$1.5B AUM | 1.41% | $21M | 186.6K | Q1 2026OLDER |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 1.37% | $4M | 32.3K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 1.25% | $3M | 25.9K | Q1 2026OLDER |
| Paragon Capital Management Ltd$476M AUM | 1.24% | $6M | 52.6K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 1.20% | $15M | 130.5K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 1.17% | $2M | 20.5K | Q1 2026OLDER |
| Laurel Wealth Planning LLC$190M AUM | 1.15% | $2M | 19.4K | Q1 2026OLDER |
| Townsend Financial Planning, LLC$103M AUM | 1.07% | $1M | 9.8K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 1.00% | $13M | 111.7K | Q1 2026OLDER |
| Northland Capital Management LLC$183M AUM | 1.00% | $2M | 16.3K | Q1 2026OLDER |
| PENNINGTON PARTNERS & CO., LLC$292M AUM | 1.00% | $3M | 26.1K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.99% | $9M | 77.1K | Q1 2026OLDER |
| Strategic Financial Planning, Inc.$171M AUM | 0.98% | $2M | 21.2K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.97% | $5M | 47.6K | Q1 2026OLDER |
| Ashford Advisors, LLC$429M AUM | 0.94% | $4M | 35.9K | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 0.90% | $1M | 11.4K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.89% | $2M | 13.8K | Q1 2026OLDER |
| Thayer Partners, LLC / MA$210M AUM | 0.88% | $2M | 16.5K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.87% | $2M | 14.6K | Q1 2026OLDER |
| Joel Adams & Associates, Inc.$135M AUM | 0.85% | $1M | 10.2K | Q1 2026OLDER |
| Ervin Investment Management, LLC$171M AUM | 0.84% | $1M | 12.8K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 0.83% | $4M | 35.3K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 0.82% | $7M | 59.6K | Q1 2026OLDER |
| Sageworth Trust Co of South Dakota$126M AUM | 0.79% | $1M | 8.9K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.78% | $8M | 69.1K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.78% | $55M | 415.3K | Q2 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.76% | $4M | 38.9K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.76% | $2M | 16.4K | Q1 2026OLDER |
| Winter & Associates, Inc.$133M AUM | 0.75% | $996,033 | 7.5K | Q2 2026 |
| White Lighthouse Investment Management Inc.$721M AUM | 0.73% | $5M | 46.6K | Q1 2026OLDER |
| MARSHALL FINANCIAL GROUP INC /ADV$364M AUM | 0.72% | $3M | 22.2K | Q3 2025OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.70% | $40M | 359.4K | Q1 2026OLDER |
| Wealth Analytics Partners, LLC$246M AUM | 0.69% | $2M | 15.0K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 0.67% | $1M | 8.8K | Q4 2025OLDER |
| Values Added Financial LLC$238M AUM | 0.67% | $2M | 14.1K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 0.64% | $2M | 16.4K | Q1 2026OLDER |
| Wealth Group Ltd$439M AUM | 0.64% | $3M | 25.1K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.64% | $664,469 | 5.9K | Q1 2026OLDER |
| Cadia Private Client LLC$123M AUM | 0.61% | $751,470 | 6.7K | Q1 2026OLDER |
| THOMPSON DAVIS & CO., INC.$150M AUM | 0.61% | $912,081 | 8.1K | Q1 2026OLDER |
| SFM, LLC$195M AUM | 0.60% | $1M | 8.9K | Q2 2026 |
| Towerpoint Wealth, LLC$289M AUM | 0.58% | $2M | 12.6K | Q2 2026 |
| Sherman Asset Management, Inc.$109M AUM | 0.57% | $615,015 | 5.5K | Q1 2026OLDER |
| Soundwatch Capital LLC$793M AUM | 0.55% | $4M | 39.1K | Q1 2026OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.53% | $1M | 12.3K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 0.53% | $4M | 32.2K | Q1 2026OLDER |
| J. Mark Nickell & Co.$207M AUM | 0.52% | $578,190 | 5.2K | Q1 2026OLDER |
| Sage Advisory Services, Ltd.Co.$183M AUM | 0.51% | $932,000 | 8.3K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 0.50% | $2M | 13.6K | Q1 2026OLDER |
| Arjuna Capital$393M AUM | 0.50% | $2M | 17.5K | Q1 2026OLDER |
| GOLDEN ROAD ADVISORS LLC$174M AUM | 0.50% | $862,346 | 7.7K | Q1 2026OLDER |
| Summit Wealth Group, LLC$436M AUM | 0.49% | $2M | 19.2K | Q1 2026OLDER |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.$128M AUM | 0.49% | $626,494 | 5.6K | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 0.49% | $1M | 9.4K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.47% | $4M | 36.5K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.47% | $788,023 | 7.0K | Q1 2026OLDER |
| Family CFO Inc$223M AUM | 0.47% | $1M | 9.4K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.46% | $44M | 390.5K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.46% | $19M | 171.1K | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.46% | $6M | 52.6K | Q1 2026OLDER |
| InTrack Investment Management Inc$175M AUM | 0.46% | $813,456 | 6.7K | Q4 2025OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.44% | $201M | 1.79M | Q1 2026OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.44% | $5M | 46.5K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.43% | $2M | 17.4K | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.43% | $3M | 26.2K | Q2 2026 |
| My Personal CFO, LLC$228M AUM | 0.43% | $976,300 | 8.7K | Q1 2026OLDER |
| MAYPORT, LLC$538M AUM | 0.42% | $2M | 20.3K | Q1 2026OLDER |
| ANB BANK$247M AUM | 0.42% | $1M | 9.3K | Q1 2026OLDER |
| Rock Point Advisors, LLC$370M AUM | 0.42% | $2M | 13.8K | Q1 2026OLDER |
| Pine Harbor Wealth Management, LLC$334M AUM | 0.42% | $1M | 12.4K | Q1 2026OLDER |
| Armbruster Capital Management, Inc.$610M AUM | 0.41% | $3M | 22.5K | Q1 2026OLDER |
| Strategic Point Investment Advisors, LLC$767M AUM | 0.41% | $3M | 23.9K | Q2 2026 |
| Gordian Advisors LLC$150M AUM | 0.41% | $617,560 | 5.5K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.40% | $12M | 98.4K | Q4 2025OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.40% | $19M | 173.3K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.39% | $823,276 | 7.0K | Q3 2025OLDER |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 0.38% | $24M | 212.7K | Q2 2026 |
| PROFFITT & GOODSON INC$649M AUM | 0.38% | $2M | 21.9K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.37% | $15M | 135.9K | Q1 2026OLDER |
| West Financial Advisors, LLC$659M AUM | 0.37% | $2M | 18.4K | Q2 2026 |
| Goldenstone Wealth Management LLC$137M AUM | 0.37% | $505,776 | 4.5K | Q1 2026OLDER |
| Cascade Investment Advisors, Inc.$169M AUM | 0.36% | $606,033 | 5.4K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 0.36% | $663,785 | 5.9K | Q1 2026OLDER |
| Ameraudi Asset Management, Inc.$184M AUM | 0.35% | $650,380 | 5.8K | Q1 2026OLDER |
| Weil Company, Inc.$445M AUM | 0.35% | $2M | 13.7K | Q1 2026OLDER |
| Aureum Wealth Management, LLC$144M AUM | 0.34% | $493,988 | 4.4K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.34% | $2M | 19.5K | Q1 2026OLDER |
| Andrews Advisory Associates, LLC$190M AUM | 0.34% | $637,357 | 5.7K | Q1 2026OLDER |
| Scott Capital Advisors, LLC$493M AUM | 0.34% | $2M | 14.0K | Q1 2026OLDER |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 0.34% | $517,116 | 4.6K | Q1 2026OLDER |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.33% | $1M | 10.1K | Q1 2026OLDER |
| Orgel Wealth Management, LLC$4.6B AUM | 0.33% | $16M | 138.1K | Q1 2026OLDER |
| COREPATH WEALTH PARTNERS LLC$160M AUM | 0.33% | $527,200 | 4.0K | Q2 2026 |
| Fiduciary Wealth Partners, LLC$153M AUM | 0.33% | $799,667 | 6.6K | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.33% | $33M | 290.4K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.32% | $7M | 56.3K | Q3 2025OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.32% | $8M | 71.3K | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 0.32% | $1M | 12.3K | Q1 2026OLDER |
| AAF Wealth Management, LLC$244M AUM | 0.31% | $763,156 | 6.8K | Q1 2026OLDER |
| Humankind Investments LLC$175M AUM | 0.31% | $693,043 | 5.7K | Q4 2025OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.28% | $943,293 | 8.4K | Q1 2026OLDER |
| Weinberger Asset Management, Inc$267M AUM | 0.28% | $741,876 | 6.6K | Q1 2026OLDER |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 0.27% | $424,158 | 3.4K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.27% | $1M | 8.3K | Q1 2026OLDER |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 0.27% | $2M | 14.0K | Q1 2026OLDER |
| CJM Wealth Advisers, Ltd.$328M AUM | 0.27% | $882,825 | 7.9K | Q1 2026OLDER |
| PECAUT & CO.$308M AUM | 0.27% | $824,830 | 7.3K | Q1 2026OLDER |
| Wolfstich Capital, LLC$114M AUM | 0.27% | $303,264 | 2.8K | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.27% | $1M | 12.3K | Q1 2026OLDER |
| CHERRYDALE WEALTH MANAGEMENT, LLC$324M AUM | 0.26% | $845,387 | 7.5K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.26% | $763,099 | 6.8K | Q1 2026OLDER |
| Peirce Capital Management, LLC$256M AUM | 0.26% | $660,278 | 5.9K | Q1 2026OLDER |
| Antonelli Financial Advisors, LLC$145M AUM | 0.26% | $370,000 | 3.3K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.25% | $302,023 | 2.7K | Q1 2026OLDER |
| Five Pine Wealth Management$161M AUM | 0.25% | $404,870 | 3.6K | Q1 2026OLDER |
| TRUEFG, LLC$377M AUM | 0.25% | $945,762 | 8.4K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.25% | $1M | 12.4K | Q1 2026OLDER |
| McLean Asset Management Corp$572M AUM | 0.25% | $1M | 12.6K | Q1 2026OLDER |
| TPG Financial Advisors, LLC$307M AUM | 0.24% | $748,729 | 6.7K | Q1 2026OLDER |
| Downshift Financial, LLC$193M AUM | 0.24% | $469,888 | 3.8K | Q1 2026OLDER |
| Panoramic Capital Partners, LLC$162M AUM | 0.23% | $381,413 | 3.4K | Q1 2026OLDER |
| Quantum Financial Planning Services, Inc.$278M AUM | 0.23% | $646,046 | 5.8K | Q1 2026OLDER |
| Evergreen Wealth Partners LLC$131M AUM | 0.23% | $300,986 | 2.7K | Q1 2026OLDER |
| Chemistry Wealth Management LLC$625M AUM | 0.23% | $1M | 10.8K | Q2 2026 |
| CGN Advisors LLC$1.4B AUM | 0.22% | $3M | 23.2K | Q2 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.22% | $4M | 31.6K | Q1 2026OLDER |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 0.21% | $1M | 9.5K | Q3 2025OLDER |
| LANDAAS & CO /WI /ADV$456M AUM | 0.21% | $968,216 | 8.6K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.21% | $10M | 87.3K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.21% | $3M | 29.9K | Q1 2026OLDER |
| Schaeffer Financial LLC$119M AUM | 0.21% | $248,025 | 2.2K | Q1 2026OLDER |
| BDFS Capital LLC$208M AUM | 0.21% | $429,433 | 3.8K | Q1 2026OLDER |
| Wealth Management Strategies, Inc.$221M AUM | 0.20% | $446,264 | 4.0K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.20% | $18M | 163.9K | Q1 2026OLDER |
| Johnson Bixby & Associates, LLC$806M AUM | 0.20% | $2M | 14.5K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.20% | $2M | 18.9K | Q1 2026OLDER |
| Brickley Wealth Management$583M AUM | 0.20% | $1M | 10.4K | Q1 2026OLDER |
| OFC FINANCIAL PLANNING, LLC$102M AUM | 0.20% | $203,882 | 1.8K | Q1 2026OLDER |
| Old Peak Finance LLC$171M AUM | 0.20% | $339,565 | 3.0K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.20% | $812,708 | 7.2K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.19% | $3M | 27.0K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.19% | $4M | 37.0K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.19% | $14M | 120.8K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.19% | $876,043 | 7.8K | Q1 2026OLDER |
| Sageworth Trust Co$2.3B AUM | 0.18% | $4M | 37.6K | Q1 2026OLDER |
| CM WEALTH ADVISORS LLC$470M AUM | 0.18% | $847,302 | 7.5K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 0.18% | $203,818 | 1.7K | Q4 2025OLDER |
| ETF Portfolio Partners, Inc.$381M AUM | 0.18% | $676,090 | 6.0K | Q1 2026OLDER |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 0.17% | $985,057 | 8.8K | Q1 2026OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 0.17% | $284,692 | 2.4K | Q3 2025OLDER |
| Hurley Capital, LLC$187M AUM | 0.17% | $317,115 | 2.8K | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 0.17% | $1M | 11.4K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 0.17% | $1M | 9.0K | Q1 2026OLDER |
| Salus Financial Advisors, LLC$171M AUM | 0.16% | $279,665 | 2.5K | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.16% | $2M | 20.3K | Q4 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.16% | $2M | 17.5K | Q1 2026OLDER |
| Tribridge Partners Financial LLC$242M AUM | 0.16% | $390,515 | 3.4K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 0.16% | $269,785 | 2.4K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.16% | $1M | 9.7K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.16% | $4M | 33.9K | Q1 2026OLDER |
| Financial Futures Ltd Liability Co.$228M AUM | 0.15% | $351,463 | 3.1K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.15% | $513,488 | 4.6K | Q1 2026OLDER |
| ACCESS FINANCIAL SERVICES, INC.$282M AUM | 0.15% | $430,892 | 3.8K | Q1 2026OLDER |
| MEMBERS WEALTH LLC$182M AUM | 0.15% | $253,416 | 2.0K | Q1 2026OLDER |
| Equity Wealth Partners, LLC$155M AUM | 0.15% | $227,380 | 2.0K | Q1 2026OLDER |
| Nautilus Advisors LLC$146M AUM | 0.15% | $224,980 | 1.9K | Q4 2025OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.15% | $206,116 | 1.7K | Q4 2025OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.15% | $202,414 | 1.7K | Q3 2025OLDER |
| Post Resch Tallon Group Inc.$145M AUM | 0.14% | $207,749 | 1.6K | Q2 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC.$454M AUM | 0.14% | $650,753 | 4.9K | Q2 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 0.14% | $329,512 | 2.9K | Q1 2026OLDER |
| Five Oceans Advisors$276M AUM | 0.14% | $383,514 | 3.4K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 0.14% | $665,706 | 5.9K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 0.14% | $1M | 12.9K | Q1 2026OLDER |
| ZEVIN ASSET MANAGEMENT LLC$723M AUM | 0.14% | $991,793 | 8.8K | Q1 2026OLDER |
| Meridian Financial Partners LLC$263M AUM | 0.14% | $360,594 | 3.2K | Q1 2026OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 0.14% | $497,217 | 4.4K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.14% | $495,937 | 4.4K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.13% | $7M | 66.7K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.13% | $1M | 10.8K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.13% | $4M | 38.5K | Q1 2026OLDER |
| Vickerman Investment Advisors, Inc.$476M AUM | 0.13% | $621,751 | 5.5K | Q1 2026OLDER |
| Ledgewood Wealth Advisors, LLC$188M AUM | 0.13% | $245,279 | 1.9K | Q2 2026 |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.13% | $421,054 | 3.6K | Q3 2025OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.13% | $1M | 9.4K | Q2 2026 |
| WARNER FINANCIAL, INC$340M AUM | 0.12% | $419,248 | 3.2K | Q2 2026 |
| Essential Planning, LLC.$315M AUM | 0.12% | $385,651 | 3.4K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 0.12% | $474,356 | 4.2K | Q1 2026OLDER |
| NCM Capital Management, LLC$279M AUM | 0.12% | $336,810 | 3.0K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.12% | $407,316 | 3.6K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.12% | $735,347 | 6.5K | Q1 2026OLDER |
| Momentous Wealth Management, Inc.$175M AUM | 0.12% | $206,560 | 1.8K | Q1 2026OLDER |
| NORTHSTAR ASSET MANAGEMENT Co$445M AUM | 0.12% | $524,862 | 4.7K | Q1 2026OLDER |
| D. SCOTT NEAL, INC.$216M AUM | 0.12% | $252,515 | 2.1K | Q3 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.12% | $354,212 | 3.2K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.12% | $314,917 | 2.8K | Q1 2026OLDER |
| MBE Wealth Management, LLC$241M AUM | 0.11% | $274,612 | 2.4K | Q1 2026OLDER |
| MB Generational Wealth, LLC$181M AUM | 0.11% | $201,861 | 1.8K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.11% | $164M | 1.46M | Q1 2026OLDER |
| Aspen Capital Management, LLC$404M AUM | 0.11% | $443,806 | 4.0K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.11% | $521,843 | 4.6K | Q1 2026OLDER |
| Mokosak Advisory Group, LLC$399M AUM | 0.11% | $432,982 | 3.9K | Q1 2026OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 0.11% | $660,035 | 5.9K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 0.11% | $314,131 | 2.8K | Q1 2026OLDER |
| BLUESTEM FINANCIAL ADVISORS, LLC$259M AUM | 0.11% | $275,429 | 2.5K | Q1 2026OLDER |
| Fund Evaluation Group, LLC$3.3B AUM | 0.11% | $3M | 24.7K | Q3 2025OLDER |
| Level Wealth Management LLC$213M AUM | 0.10% | $222,119 | 2.0K | Q1 2026OLDER |
| Abacus Planning Group, Inc.$743M AUM | 0.10% | $753,452 | 6.7K | Q1 2026OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 0.10% | $399,773 | 3.0K | Q2 2026 |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.10% | $1M | 11.2K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.10% | $654,679 | 5.0K | Q2 2026 |
| Northeast Financial Group, Inc.$404M AUM | 0.10% | $390,027 | 3.5K | Q1 2026OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.10% | $357,692 | 3.2K | Q1 2026OLDER |
| RAM Investment Partners, LLC$569M AUM | 0.10% | $547,675 | 4.9K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.10% | $2M | 18.5K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.10% | $2M | 17.1K | Q1 2026OLDER |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM | 0.09% | $1M | 10.8K | Q1 2026OLDER |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 0.09% | $256,312 | 2.3K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.09% | $214,583 | 1.8K | Q4 2025OLDER |
| KEYVANTAGE WEALTH, LLC$227M AUM | 0.09% | $213,615 | 1.8K | Q4 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.09% | $5M | 43.4K | Q4 2025OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.09% | $98,236 | 875 | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 0.09% | $208,822 | 1.9K | Q1 2026OLDER |
| CONTINUUM WEALTH ADVISORS, LLC$241M AUM | 0.09% | $211,629 | 1.9K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.09% | $669,639 | 6.0K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 0.09% | $324,537 | 2.5K | Q2 2026 |
| Graney & King, LLC$186M AUM | 0.09% | $158,566 | 1.4K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.08% | $396,313 | 3.5K | Q1 2026OLDER |
| Goepper Burkhardt LLC$299M AUM | 0.08% | $257,040 | 2.1K | Q4 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.08% | $6M | 51.1K | Q1 2026OLDER |
| Whitegate Investment Counselors, Inc.$315M AUM | 0.08% | $254,687 | 2.3K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 0.08% | $391,598 | 3.5K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.08% | $813,940 | 7.3K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.08% | $468,582 | 4.2K | Q1 2026OLDER |
| Tandem Financial, LLC$314M AUM | 0.08% | $242,383 | 2.2K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.08% | $372,736 | 3.3K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.08% | $551,304 | 4.9K | Q1 2026OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 0.08% | $852,130 | 7.6K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.08% | $48M | 428.7K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 0.07% | $687,092 | 6.1K | Q1 2026OLDER |
| Cornerstone Wealth Advisors, Inc.$434M AUM | 0.07% | $325,583 | 2.9K | Q1 2026OLDER |
| FIRST HAWAIIAN BANK$715M AUM | 0.07% | $533,844 | 4.8K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.07% | $983,200 | 8.1K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.07% | $14M | 123.3K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.07% | $90,602 | 807 | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.07% | $780,216 | 5.9K | Q2 2026 |
| Reliant Wealth Planning$331M AUM | 0.07% | $239,472 | 2.1K | Q1 2026OLDER |
| NerdWallet Wealth Partners, LLC$290M AUM | 0.07% | $205,385 | 1.6K | Q2 2026 |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.07% | $202,086 | 1.8K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.07% | $2M | 18.6K | Q1 2026OLDER |
| Jacobsen Capital Management$296M AUM | 0.07% | $207,539 | 1.8K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.07% | $274,723 | 2.3K | Q1 2026OLDER |
| Mengis Capital Management, Inc.$581M AUM | 0.07% | $389,130 | 3.5K | Q1 2026OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.07% | $843,350 | 7.5K | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.07% | $416,883 | 3.7K | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 0.07% | $323,674 | 2.9K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.07% | $469,206 | 4.2K | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.06% | $681,059 | 6.1K | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 0.06% | $304,139 | 2.7K | Q1 2026OLDER |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM | 0.06% | $362,203 | 3.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.06% | $4M | 36.8K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.06% | $854,723 | 7.6K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.06% | $94,022 | 711 | Q2 2026 |
| Greenspring Advisors, LLC$1.6B AUM | 0.06% | $1M | 9.1K | Q1 2026OLDER |
| Carolina Wealth Advisors, LLC$255M AUM | 0.06% | $159,349 | 1.2K | Q2 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.06% | $866,183 | 7.7K | Q1 2026OLDER |
| DeDora Capital, Inc.$408M AUM | 0.06% | $249,688 | 2.2K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.06% | $236,328 | 2.1K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.06% | $526,883 | 4.7K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 0.06% | $220,287 | 2.0K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.06% | $245,534 | 2.2K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.06% | $3M | 24.8K | Q1 2026OLDER |
| MANCHESTER FINANCIAL INC$521M AUM | 0.06% | $291,354 | 2.6K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.05% | $345,679 | 3.1K | Q1 2026OLDER |
| Fort Vancouver Investment Management, LLC$197M AUM | 0.05% | $107,218 | 955 | Q1 2026OLDER |
| Rice Partnership, LLC$732M AUM | 0.05% | $395,078 | 3.5K | Q1 2026OLDER |
| Bell Bank$2.4B AUM | 0.05% | $1M | 11.2K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.05% | $631,407 | 5.6K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 0.05% | $429,479 | 3.4K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.05% | $395,631 | 3.5K | Q1 2026OLDER |
| CAPITAL MANAGEMENT CORP /VA$585M AUM | 0.05% | $305,262 | 2.7K | Q1 2026OLDER |
| Midway Capital Research & Management$106M AUM | 0.05% | $54,675 | 487 | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 0.05% | $243,130 | 2.0K | Q4 2025OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.05% | $141,886 | 1.2K | Q4 2025OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 0.05% | $244,524 | 2.2K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.05% | $1M | 9.0K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.05% | $561,125 | 5.0K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.05% | $434,487 | 3.9K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.05% | $1M | 13.1K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.05% | $315,816 | 2.8K | Q1 2026OLDER |
| DAVIS R M INC$5.6B AUM | 0.05% | $3M | 24.2K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.05% | $1M | 12.6K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.05% | $2M | 15.1K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.05% | $458,847 | 4.1K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.05% | $3M | 30.3K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.05% | $4M | 32.8K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.05% | $10M | 93.0K | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 0.04% | $307,844 | 2.7K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.04% | $503,531 | 4.5K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 0.04% | $432,240 | 3.9K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.04% | $210,715 | 1.7K | Q4 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.04% | $7M | 63.6K | Q1 2026OLDER |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.04% | $439,434 | 3.3K | Q2 2026 |
| Fortis Capital Advisors, LLC$763M AUM | 0.04% | $329,512 | 2.9K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.04% | $2M | 20.8K | Q1 2026OLDER |
| Martel Wealth Advisors LLC$587M AUM | 0.04% | $246,994 | 2.2K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.04% | $274,500 | 2.4K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 0.04% | $338,719 | 3.0K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.04% | $2M | 15.4K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.04% | $2M | 17.6K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.04% | $598,624 | 5.3K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 0.04% | $710,939 | 5.9K | Q4 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.04% | $1M | 11.8K | Q1 2026OLDER |
| First National Advisers, LLC$683M AUM | 0.04% | $276,184 | 2.5K | Q1 2026OLDER |
| Symmetry Partners, LLC$1.8B AUM | 0.04% | $704,719 | 6.3K | Q1 2026OLDER |
| Estate Counselors, LLC$1.1B AUM | 0.04% | $480,816 | 4.0K | Q4 2025OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.04% | $3M | 30.0K | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.04% | $308,743 | 2.8K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.04% | $107,779 | 960 | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.04% | $5M | 43.5K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.04% | $373,524 | 3.1K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $4M | 35.8K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.04% | $3M | 28.1K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.04% | $826,052 | 7.4K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.04% | $571,715 | 5.1K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.04% | $1M | 12.6K | Q1 2026OLDER |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 0.04% | $257,660 | 2.3K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.04% | $77,153 | 687 | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.04% | $409,224 | 3.6K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.04% | $3M | 28.6K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.04% | $2M | 14.2K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.04% | $301,333 | 2.7K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.04% | $390,179 | 3.5K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.04% | $9M | 81.2K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.04% | $25M | 227.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.04% | $1M | 10.0K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.04% | $556,747 | 5.0K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.04% | $2M | 17.4K | Q2 2026 |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.04% | $280,404 | 2.5K | Q1 2026OLDER |
| Capstone Financial Advisors, Inc.$1.9B AUM | 0.03% | $647,378 | 5.8K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.03% | $1M | 9.8K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 0.03% | $2M | 19.3K | Q1 2026OLDER |
| Partners in Financial Planning$603M AUM | 0.03% | $200,188 | 1.7K | Q4 2025OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.03% | $356,585 | 3.2K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.03% | $345,679 | 3.1K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.03% | $3M | 24.9K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $5M | 47.2K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $354,885 | 3.2K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.03% | $330,231 | 2.9K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.03% | $465,472 | 4.1K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.03% | $220,947 | 2.0K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.03% | $105,871 | 943 | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 0.03% | $3M | 29.3K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.03% | $271,133 | 2.4K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.03% | $543,275 | 4.8K | Q1 2026OLDER |
| Ally Invest Advisors Inc.$1.5B AUM | 0.03% | $442,292 | 3.9K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.03% | $498,706 | 3.8K | Q1 2026OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.03% | $2M | 17.1K | Q2 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.03% | $2M | 16.2K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.03% | $20M | 166.8K | Q3 2025OLDER |
| GenTrust, LLC$2.3B AUM | 0.03% | $675,695 | 6.0K | Q1 2026OLDER |
| UNION SAVINGS BANK$228M AUM | 0.03% | $65,790 | 586 | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.03% | $539,988 | 4.8K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.03% | $893,380 | 8.0K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.03% | $67,699 | 603 | Q1 2026OLDER |
| Gladwyn Financial Advisors, Inc.$160M AUM | 0.03% | $43,579 | 330 | Q2 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.03% | $561,807 | 5.0K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.03% | $953,999 | 7.2K | Q2 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.03% | $9M | 83.1K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.03% | $996,019 | 8.9K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.03% | $2M | 19.6K | Q1 2026OLDER |
| NORTHEAST INVESTMENT MANAGEMENT$2.4B AUM | 0.03% | $624,109 | 5.6K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.03% | $299,788 | 2.3K | Q2 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.03% | $556,723 | 4.7K | Q3 2025OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.03% | $301,312 | 2.5K | Q3 2025OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.03% | $334,789 | 3.0K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.02% | $256,986 | 2.3K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.02% | $188,940 | 1.6K | Q4 2025OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.02% | $355,915 | 2.9K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.02% | $2M | 15.6K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.02% | $225,550 | 2.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $17M | 153.3K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.02% | $749,787 | 6.3K | Q3 2025OLDER |
| Nadler Financial Group, Inc.$1.0B AUM | 0.02% | $244,187 | 2.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $20M | 178.3K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.02% | $103,626 | 923 | Q1 2026OLDER |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 0.02% | $2M | 16.0K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.02% | $120,915 | 1.1K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.02% | $252,832 | 2.3K | Q1 2026OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.02% | $593,512 | 5.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $75M | 664.6K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.02% | $335,575 | 3.0K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.02% | $726,740 | 5.5K | Q2 2026 |
| Abound Wealth Management$440M AUM | 0.02% | $98,250 | 875 | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.02% | $278,981 | 2.5K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.02% | $358,366 | 3.2K | Q1 2026OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 0.02% | $300,659 | 2.7K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.02% | $47,201 | 450 | Q4 2025OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.02% | $1M | 8.4K | Q1 2026OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.02% | $350,843 | 3.1K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.02% | $388,389 | 3.5K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.02% | $51,420 | 458 | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.02% | $473,780 | 4.2K | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.02% | $216,966 | 1.9K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.02% | $663,972 | 5.9K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.6B AUM | 0.02% | $332,319 | 3.0K | Q1 2026OLDER |
| North Ridge Wealth Advisors, Inc.$178M AUM | 0.02% | $36,151 | 322 | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.02% | $739,186 | 6.6K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.02% | $354,100 | 3.2K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.02% | $297,066 | 2.6K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.02% | $314,731 | 2.4K | Q2 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.02% | $1M | 9.4K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$518M AUM | 0.02% | $98,305 | 830 | Q3 2025OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $309,045 | 2.3K | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $18M | 163.4K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $258,894 | 2.3K | Q1 2026OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.02% | $229,596 | 1.9K | Q4 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.02% | $271,244 | 2.4K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.02% | $468,727 | 4.2K | Q2 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.02% | $250,130 | 2.2K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $1M | 8.9K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.02% | $166,112 | 1.5K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.02% | $231,550 | 2.0K | Q3 2025OLDER |
| Truepoint, Inc.$4.5B AUM | 0.02% | $796,892 | 7.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 33.7K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.02% | $385,311 | 3.4K | Q1 2026OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 0.02% | $281,124 | 2.5K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.02% | $795,206 | 7.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $15M | 136.3K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 9.4K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.02% | $20,994 | 187 | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.02% | $299,087 | 2.7K | Q1 2026OLDER |
| Bouchey Financial Group Ltd$1.4B AUM | 0.02% | $220,194 | 1.9K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.02% | $617,822 | 5.5K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $432,712 | 3.9K | Q1 2026OLDER |
| Westend Capital Management, LLC$333M AUM | 0.02% | $52,879 | 471 | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.02% | $458,286 | 4.1K | Q1 2026OLDER |
| Newton One Investments LLC$368M AUM | 0.02% | $58,363 | 520 | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.02% | $223,094 | 2.0K | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.02% | $292,801 | 2.6K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.02% | $3M | 24.7K | Q1 2026OLDER |
| Clean Yield Group$355M AUM | 0.02% | $55,037 | 455 | Q4 2025OLDER |
| NORRIS PERNE & FRENCH LLP/MI$1.5B AUM | 0.02% | $225,310 | 2.0K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.01% | $246,286 | 2.0K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.01% | $241,215 | 2.1K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.01% | $314,356 | 2.8K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $641,831 | 5.1K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.01% | $202,454 | 1.8K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $592,065 | 5.0K | Q3 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $599,597 | 5.3K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.01% | $925,465 | 7.7K | Q4 2025OLDER |
| Fairway Wealth LLC$379M AUM | 0.01% | $53,653 | 478 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.01% | $206,116 | 1.7K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $582,068 | 5.1K | Q4 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.01% | $55,125 | 491 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $182,664 | 1.6K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.01% | $499,602 | 4.5K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $29M | 265.8K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.01% | $33,906 | 302 | Q1 2026OLDER |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 0.01% | $373,634 | 3.3K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.01% | $7M | 59.2K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.01% | $253,618 | 2.3K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.