VANGUARD WORLD FD
CUSIP 921910873
Vanguard World Fd has 506 institutional holders in Filings Flow’s 13F database, together reporting 19.04M shares worth $4.4B as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Bank Of America Corp /De/, and New York Life Investment Management LLC.
Institutional Holders
506
Q1 2026
Reported Value
$4.4B
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 |
|---|---|---|---|---|
| SUMMIT WEALTH & RETIREMENT PLANNING, INC.$419M AUM | 12.15% | $51M | 215.5K | Q1 2026OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 9.89% | $36M | 152.0K | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 8.92% | $21M | 83.6K | Q4 2025OLDER |
| Cadence Bank$1.7B AUM | 6.39% | $109M | 434.6K | Q4 2025OLDER |
| Blackston Financial Advisory Group, LLC$160M AUM | 6.02% | $10M | 40.7K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 5.21% | $121M | 441.1K | Q2 2026 |
| VSM Wealth Advisory, LLC$335M AUM | 4.92% | $16M | 69.6K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 4.89% | $119M | 504.3K | Q1 2026OLDER |
| Macco Financial Group, Inc.$132M AUM | 4.79% | $6M | 22.2K | Q4 2025OLDER |
| Verus Financial Partners, Inc.$1.1B AUM | 4.64% | $52M | 201.8K | Q1 2026OLDER |
| Praetorian Wealth Management, Inc.$580M AUM | 4.47% | $26M | 94.6K | Q2 2026 |
| FSA WEALTH PARTNERS, INC.$210M AUM | 4.47% | $9M | 39.7K | Q1 2026OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 4.25% | $6M | 23.9K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 3.24% | $4M | 14.9K | Q1 2026OLDER |
| RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM | 3.19% | $11M | 47.2K | Q1 2026OLDER |
| Independent Wealth Advisors LLC$102M AUM | 3.12% | $3M | 13.5K | Q1 2026OLDER |
| TriaGen Wealth Management LLC$366M AUM | 3.10% | $11M | 48.1K | Q1 2026OLDER |
| STEPH & CO$351M AUM | 2.98% | $10M | 44.2K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 2.89% | $26M | 112.1K | Q1 2026OLDER |
| Sensible Financial Planning & Management, LLC.$551M AUM | 2.81% | $15M | 63.4K | Q3 2025OLDER |
| ProVise Management Group, LLC$1.4B AUM | 2.31% | $32M | 136.0K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 2.30% | $6M | 22.4K | Q4 2025OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 2.26% | $4M | 16.1K | Q1 2026OLDER |
| Buttonwood Financial Group, LLC$163M AUM | 2.14% | $4M | 15.8K | Q4 2025OLDER |
| Systelligence, LLC$514M AUM | 2.06% | $11M | 44.9K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 2.06% | $7M | 30.4K | Q1 2026OLDER |
| Waterford Advisors, LLC$315M AUM | 2.02% | $6M | 23.9K | Q3 2025OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 1.92% | $4M | 19.9K | Q2 2026 |
| Ascent Group, LLC$2.9B AUM | 1.83% | $53M | 212.9K | Q4 2025OLDER |
| Capital Advantage, Inc.$765M AUM | 1.82% | $14M | 59.0K | Q1 2026OLDER |
| HILLTOP WEALTH ADVISORS, LLC$167M AUM | 1.67% | $3M | 11.8K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 1.66% | $7M | 29.4K | Q1 2026OLDER |
| Legacy Advisory Services, LLC$131M AUM | 1.53% | $2M | 8.5K | Q1 2026OLDER |
| SFM, LLC$195M AUM | 1.52% | $3M | 10.9K | Q2 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 1.50% | $9M | 37.8K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 1.49% | $176M | 744.3K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 1.47% | $11M | 44.7K | Q1 2026OLDER |
| MA Private Wealth$591M AUM | 1.43% | $8M | 35.8K | Q1 2026OLDER |
| David Kennon Inc$279M AUM | 1.38% | $4M | 16.3K | Q1 2026OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 1.30% | $153M | 647.9K | Q1 2026OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 1.29% | $16M | 69.2K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 1.26% | $9M | 37.0K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 1.19% | $2M | 10.1K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 1.15% | $4M | 13.6K | Q2 2026 |
| Baker Ellis Asset Management LLC$842M AUM | 1.00% | $8M | 35.5K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 0.98% | $1M | 6.3K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.94% | $1M | 4.7K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.93% | $15M | 65.0K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.93% | $34M | 143.2K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.91% | $1M | 4.3K | Q4 2025OLDER |
| Flavin Financial Services, Inc.$149M AUM | 0.89% | $1M | 5.6K | Q1 2026OLDER |
| Sheridan Capital Management, LLC$190M AUM | 0.88% | $2M | 7.1K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.82% | $58M | 211.5K | Q2 2026 |
| Parkway Wealth Management Group, LLC$791M AUM | 0.80% | $6M | 25.6K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.80% | $12M | 51.2K | Q2 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.79% | $41M | 175.4K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.77% | $1M | 4.7K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.75% | $3M | 12.2K | Q1 2026OLDER |
| Prospect Financial Group LLC$108M AUM | 0.75% | $813,944 | 3.4K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.73% | $1M | 5.8K | Q1 2026OLDER |
| Buttonwood Financial Advisors Inc.$299M AUM | 0.69% | $2M | 8.7K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.69% | $3M | 11.6K | Q1 2026OLDER |
| Bawa N Mallick Trust$244M AUM | 0.68% | $2M | 7.0K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.68% | $5M | 19.7K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.61% | $8M | 35.9K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.59% | $19M | 80.7K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.57% | $103M | 436.1K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.51% | $31M | 132.6K | Q1 2026OLDER |
| APS Management Group, Inc.$117M AUM | 0.50% | $589,397 | 2.5K | Q1 2026OLDER |
| Kane Co Wealth Management, Inc.$119M AUM | 0.50% | $594,420 | 2.5K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.50% | $7M | 29.5K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.49% | $5M | 20.3K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.49% | $8M | 35.1K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.49% | $3M | 13.9K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.48% | $5M | 23.2K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.46% | $23M | 89.7K | Q4 2025OLDER |
| Jackson Wealth Management, LLC$972M AUM | 0.46% | $4M | 18.8K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 0.45% | $2M | 9.1K | Q1 2026OLDER |
| StoryOne LLC$177M AUM | 0.45% | $798,627 | 0 | Q1 2026OLDER |
| Calder Financial LLC$106M AUM | 0.45% | $457,605 | 1.8K | Q4 2025OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 0.44% | $3M | 11.2K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.43% | $1M | 4.9K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.41% | $786,336 | 3.3K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.41% | $669,991 | 2.8K | Q1 2026OLDER |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 0.39% | $755,138 | 3.2K | Q1 2026OLDER |
| Hollow Brook Wealth Management LLC$392M AUM | 0.38% | $2M | 6.7K | Q3 2025OLDER |
| James J. Burns & Company, LLC$737M AUM | 0.38% | $3M | 12.0K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.38% | $512,407 | 2.2K | Q1 2026OLDER |
| HRC WEALTH MANAGEMENT, LLC$212M AUM | 0.38% | $809,654 | 3.4K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.37% | $21M | 89.4K | Q1 2026OLDER |
| 3Chopt Investment Partners, LLC$437M AUM | 0.36% | $2M | 6.7K | Q1 2026OLDER |
| Adelphi Trust Co$151M AUM | 0.36% | $547,260 | 2.0K | Q2 2026 |
| Bay Capital Advisors, LLC$162M AUM | 0.36% | $587,084 | 2.5K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.36% | $1M | 4.4K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.34% | $563,695 | 2.4K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.34% | $4M | 16.3K | Q1 2026OLDER |
| Box Hill Private Wealth LLC$125M AUM | 0.33% | $412,520 | 1.5K | Q2 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.33% | $14M | 58.8K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.33% | $1M | 6.0K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.32% | $3,594 | 14.3K | Q4 2025OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.32% | $367,052 | 1.6K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.31% | $21M | 89.1K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.31% | $36M | 151.9K | Q1 2026OLDER |
| Avant Capital LLC$142M AUM | 0.31% | $434,451 | 1.8K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.30% | $1M | 4.8K | Q1 2026OLDER |
| Brown Financial Advisory$202M AUM | 0.30% | $586,317 | 2.3K | Q4 2025OLDER |
| Family Office Research LLC$230M AUM | 0.29% | $673,995 | 2.9K | Q1 2026OLDER |
| INTEGRATED WEALTHCARE, LLC$120M AUM | 0.28% | $338,926 | 1.4K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.28% | $616,571 | 2.5K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 0.28% | $465,393 | 2.0K | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.27% | $14M | 58.1K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 0.26% | $3M | 12.5K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.26% | $543,841 | 2.3K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 0.26% | $733,446 | 2.9K | Q4 2025OLDER |
| Wright Wealth LLC$149M AUM | 0.26% | $395,596 | 1.6K | Q4 2025OLDER |
| SNS Financial Group, LLC$1.2B AUM | 0.26% | $3M | 12.5K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 0.25% | $533,442 | 2.3K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.25% | $5M | 23.0K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.25% | $11M | 45.4K | Q1 2026OLDER |
| BCU Wealth Advisors, LLC$268M AUM | 0.25% | $664,692 | 2.8K | Q1 2026OLDER |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 0.25% | $372,488 | 1.6K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.24% | $2M | 8.5K | Q1 2026OLDER |
| UNION SAVINGS BANK$228M AUM | 0.24% | $549,986 | 2.3K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.24% | $2M | 8.5K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.24% | $3M | 13.9K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.24% | $9M | 38.6K | Q1 2026OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.24% | $684,075 | 2.5K | Q2 2026 |
| Security Financial Services, INC.$632M AUM | 0.23% | $1M | 6.3K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.23% | $4M | 15.1K | Q1 2026OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 0.23% | $287,166 | 1.2K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.23% | $833,134 | 3.5K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.22% | $661,780 | 2.8K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.22% | $2M | 7.8K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.22% | $365,397 | 1.5K | Q1 2026OLDER |
| Monument Group Wealth Advisors, LLC$180M AUM | 0.22% | $393,824 | 1.7K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.22% | $962,696 | 3.5K | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.21% | $803M | 3.40M | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.21% | $2M | 10.1K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.21% | $243,913 | 1.0K | Q1 2026OLDER |
| Schaeffer Financial LLC$119M AUM | 0.20% | $241,786 | 1.0K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.20% | $589,693 | 2.5K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.19% | $6M | 23.6K | Q1 2026OLDER |
| Capital Planning LLC$307M AUM | 0.19% | $592,293 | 2.5K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.19% | $412,194 | 1.7K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.19% | $16M | 67.5K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.19% | $550,904 | 2.3K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 0.19% | $507,444 | 2.1K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.18% | $3M | 14.5K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 0.18% | $328,791 | 1.4K | Q1 2026OLDER |
| ORSER CAPITAL MANAGEMENT, LLC$202M AUM | 0.18% | $361,750 | 4.1K | Q2 2026 |
| MJP ASSOCIATES INC /ADV$824M AUM | 0.18% | $1M | 6.2K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.17% | $37M | 158.1K | Q1 2026OLDER |
| CHRISTINE MESSMER PC$156M AUM | 0.17% | $268,919 | 1.1K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.17% | $1M | 6.2K | Q1 2026OLDER |
| Aspiring Ventures, LLC$330M AUM | 0.17% | $552,823 | 2.3K | Q1 2026OLDER |
| Warner Group LLC$153M AUM | 0.17% | $255,258 | 1.1K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.17% | $543,865 | 2.3K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 0.16% | $2M | 9.4K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.16% | $2M | 7.0K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.16% | $782,430 | 3.3K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.15% | $310,243 | 1.3K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.15% | $283,620 | 1.2K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.15% | $462,066 | 2.0K | Q1 2026OLDER |
| West Financial Advisors, LLC$659M AUM | 0.15% | $992,457 | 3.6K | Q2 2026 |
| Redwood Financial Network Corp$153M AUM | 0.15% | $230,826 | 919 | Q4 2025OLDER |
| TFB Advisors LLC$191M AUM | 0.15% | $522,685 | 2.1K | Q4 2025OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 0.15% | $394,705 | 1.7K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.14% | $488,772 | 2.1K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.14% | $393,835 | 1.6K | Q4 2025OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.14% | $334,208 | 1.4K | Q1 2026OLDER |
| Pacific Point Advisors, LLC$190M AUM | 0.13% | $253,840 | 1.1K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 0.13% | $653,529 | 2.8K | Q1 2026OLDER |
| Strategic Equity Management$266M AUM | 0.13% | $341,396 | 1.4K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.13% | $6M | 26.0K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.13% | $3M | 10.7K | Q3 2025OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.13% | $327,444 | 1.4K | Q1 2026OLDER |
| Churchill Financial Advisors, LLC$476M AUM | 0.12% | $569,604 | 2.4K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.12% | $354,401 | 1.4K | Q1 2026OLDER |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 0.11% | $301,819 | 1.3K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.11% | $7M | 30.0K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.11% | $471,582 | 1.9K | Q3 2025OLDER |
| Whitegate Investment Counselors, Inc.$315M AUM | 0.11% | $330,742 | 1.4K | Q3 2025OLDER |
| Diversified Trust Co$5.4B AUM | 0.11% | $6M | 24.5K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.11% | $2M | 9.6K | Q4 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.11% | $2M | 8.7K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.11% | $1M | 6.2K | Q1 2026OLDER |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 0.10% | $262,842 | 1.1K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 0.10% | $585,912 | 2.5K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.10% | $297,067 | 1.3K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.10% | $2M | 6.9K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.10% | $233,041 | 986 | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 0.10% | $6M | 27.2K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.10% | $829,589 | 3.5K | Q1 2026OLDER |
| Mason & Associates, LLC$437M AUM | 0.10% | $432,521 | 1.8K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.10% | $662,948 | 2.7K | Q3 2025OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.10% | $1M | 5.4K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.10% | $339,080 | 1.4K | Q4 2025OLDER |
| EWA, LLC$441M AUM | 0.09% | $408,244 | 1.7K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.09% | $14M | 59.4K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.09% | $1M | 4.7K | Q4 2025OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.09% | $294,664 | 1.1K | Q2 2026 |
| Strategies Wealth Advisors, LLC$995M AUM | 0.09% | $855,736 | 3.6K | Q1 2026OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 0.09% | $535,805 | 2.3K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.09% | $341,119 | 1.4K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 0.09% | $756,320 | 3.2K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 0.08% | $720,632 | 3.0K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.08% | $963,258 | 4.1K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 0.08% | $207,574 | 802 | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 0.08% | $486,240 | 1.8K | Q2 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.08% | $1M | 4.7K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.08% | $7M | 28.5K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.08% | $228,030 | 965 | Q1 2026OLDER |
| Pathway Financial Advisors LLC$857M AUM | 0.08% | $696,876 | 2.6K | Q2 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.08% | $45M | 192.3K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.08% | $15M | 63.0K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.08% | $487,945 | 2.1K | Q1 2026OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 0.08% | $588,039 | 2.5K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.08% | $112,030 | 474 | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.08% | $733,775 | 3.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.08% | $863,581 | 3.7K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.08% | $6M | 24.5K | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.08% | $519,261 | 2.2K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.08% | $524,704 | 2.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.08% | $3M | 9.4K | Q2 2026 |
| Apollon Financial, LLC$723M AUM | 0.08% | $547,190 | 2.3K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.07% | $2M | 7.0K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.07% | $69M | 292.0K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.07% | $2M | 6.7K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.07% | $324,259 | 1.4K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.07% | $208,224 | 881 | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.07% | $694,027 | 2.9K | Q1 2026OLDER |
| Greenline Partners, LLC$930M AUM | 0.07% | $657,998 | 2.8K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.07% | $1M | 4.2K | Q3 2025OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.07% | $1M | 4.6K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.07% | $972,970 | 4.1K | Q1 2026OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.07% | $94,524 | 400 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.06% | $36M | 154.0K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.06% | $2M | 7.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.06% | $4M | 17.0K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.06% | $506,882 | 2.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.06% | $103M | 437.7K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.06% | $8M | 33.5K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.06% | $1M | 6.1K | Q1 2026OLDER |
| River Wealth Advisors LLC$871M AUM | 0.06% | $511,226 | 2.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.06% | $41M | 173.9K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.06% | $3M | 13.4K | Q2 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.06% | $2M | 8.2K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.06% | $42M | 176.1K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.06% | $2M | 6.6K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.06% | $307,491 | 1.3K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.06% | $2M | 8.4K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.05% | $2M | 7.0K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.05% | $356,655 | 1.3K | Q2 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC$430M AUM | 0.05% | $212,205 | 845 | Q4 2025OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.05% | $364,215 | 1.5K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.05% | $1M | 4.9K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.05% | $304,728 | 1.3K | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.05% | $525,274 | 2.2K | Q1 2026OLDER |
| Wealth Group Ltd$439M AUM | 0.05% | $219,467 | 929 | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.05% | $4M | 17.9K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.05% | $1M | 4.6K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.05% | $746,866 | 3.2K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.05% | $369,540 | 1.6K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.05% | $2M | 7.7K | Q1 2026OLDER |
| Financial Synergies Wealth Advisors, Inc.$1.0B AUM | 0.05% | $494,055 | 2.1K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.05% | $121,430 | 483 | Q4 2025OLDER |
| CONNING INC.$3.0B AUM | 0.05% | $1M | 5.4K | Q4 2025OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.04% | $614,274 | 2.6K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.04% | $883,240 | 3.7K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 0.04% | $300,874 | 1.3K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.04% | $3M | 12.2K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.04% | $419,836 | 1.8K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.04% | $550,078 | 2.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.04% | $11M | 46.4K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.04% | $343,191 | 1.4K | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.04% | $66M | 279.6K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.04% | $175,136 | 741 | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.04% | $693,009 | 2.9K | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.04% | $304,551 | 1.1K | Q2 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.04% | $3M | 13.9K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.04% | $850,861 | 3.6K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.04% | $3M | 14.7K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.04% | $47M | 200.2K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.04% | $765,360 | 3.2K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.04% | $227,187 | 830 | Q2 2026 |
| XTX Topco Ltd$5.8B AUM | 0.04% | $2M | 8.8K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.04% | $50,627 | 214 | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.03% | $2M | 8.1K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.03% | $965,157 | 4.2K | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 0.03% | $75,236 | 318 | Q1 2026OLDER |
| Summit Asset Management, LLC$719M AUM | 0.03% | $248,168 | 1.1K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.03% | $201,134 | 851 | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.03% | $5M | 19.5K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.03% | $304,474 | 1.3K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.03% | $671,943 | 2.8K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.03% | $223,823 | 947 | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.03% | $48,818 | 200 | Q3 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.03% | $3M | 11.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $20M | 85.2K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.03% | $2M | 10.1K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $14M | 60.5K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $5M | 22.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $110M | 465.6K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.03% | $83,357 | 353 | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.03% | $2M | 7.4K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.03% | $228,314 | 966 | Q1 2026OLDER |
| Berkshire Money Management, Inc.$976M AUM | 0.03% | $295,125 | 1.2K | Q4 2025OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.03% | $1M | 5.6K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.03% | $426,003 | 1.8K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 0.03% | $209,727 | 835 | Q4 2025OLDER |
| Collier Financial$131M AUM | 0.03% | $35,814 | 152 | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.03% | $48,477 | 193 | Q4 2025OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.03% | $51,259 | 210 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.03% | $369M | 1.56M | Q1 2026OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 0.03% | $206,334 | 873 | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.03% | $386,945 | 1.6K | Q1 2026OLDER |
| ZEGA Investments, LLC$890M AUM | 0.03% | $232,812 | 985 | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.03% | $629,164 | 2.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $138M | 584.2K | Q2 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.03% | $2M | 6.5K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.03% | $350,034 | 1.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $83M | 349.2K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.03% | $119,120 | 504 | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.02% | $302,422 | 1.2K | Q3 2025OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.02% | $225,478 | 954 | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.02% | $364,162 | 1.5K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $420,363 | 1.8K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.02% | $1M | 4.5K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.02% | $288,779 | 1.2K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.02% | $1M | 4.4K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.02% | $255,967 | 1.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $8M | 34.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $5M | 19.6K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.02% | $297,066 | 1.1K | Q2 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $1M | 4.4K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $927,582 | 3.9K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $91M | 387.3K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $785,229 | 3.3K | Q1 2026OLDER |
| SFMG, LLC$1.5B AUM | 0.02% | $307,255 | 1.3K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.02% | $1M | 4.5K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $21,724 | 89 | Q3 2025OLDER |
| DAGCO, INC.$461M AUM | 0.02% | $92,177 | 390 | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.02% | $229,849 | 840 | Q2 2026 |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.02% | $243,634 | 970 | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $4M | 16.6K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.02% | $463,246 | 2.0K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.02% | $317,479 | 1.3K | Q4 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $1M | 4.0K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.02% | $554,539 | 2.3K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.02% | $205,271 | 861 | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $351,688 | 1.5K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $1M | 6.3K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.02% | $402,486 | 1.7K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $676,854 | 2.9K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.02% | $753,995 | 3.1K | Q3 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.02% | $11M | 47.2K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.02% | $820,371 | 3.5K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.02% | $247,222 | 1.0K | Q1 2026OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 0.02% | $57,462 | 210 | Q2 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $581,617 | 2.1K | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.02% | $110M | 464.6K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.02% | $468,813 | 2.3K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.02% | $4M | 15.7K | Q1 2026OLDER |
| Security National Bank$687M AUM | 0.02% | $103,494 | 424 | Q3 2025OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $229,189 | 970 | Q1 2026OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 0.02% | $36,614 | 150 | Q3 2025OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.02% | $206,905 | 824 | Q4 2025OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.02% | $23,635 | 100 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.01% | $263,876 | 1.1K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $1M | 5.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $3M | 11.9K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $196,384 | 831 | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $7M | 27.6K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $101,918 | 431 | Q1 2026OLDER |
| City State Bank$385M AUM | 0.01% | $54,833 | 232 | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $2M | 9.8K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $3M | 12.3K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $439,728 | 1.7K | Q4 2025OLDER |
| BAILARD, INC.$4.4B AUM | 0.01% | $601,983 | 2.5K | Q1 2026OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 0.01% | $30,726 | 130 | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.01% | $643,108 | 2.7K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.01% | $224,186 | 949 | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $888,676 | 3.8K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.01% | $201,607 | 853 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.01% | $1M | 5.3K | Q1 2026OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.01% | $209,726 | 835 | Q4 2025OLDER |
| DAVIDSON INVESTMENT ADVISORS$2.3B AUM | 0.01% | $284,565 | 1.2K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $597,105 | 2.5K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.01% | $27,653 | 117 | Q1 2026OLDER |
| First Western Trust Bank$2.0B AUM | 0.01% | $234,223 | 991 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $486,927 | 2.1K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.01% | $89,341 | 378 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.01% | $16M | 68.0K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $35,461 | 141 | Q4 2025OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $1M | 6.0K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.01% | $47,980 | 203 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $207,752 | 879 | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $287,049 | 1.1K | Q4 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $307,255 | 1.3K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $553,098 | 2.2K | Q4 2025OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.01% | $193,098 | 817 | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.01% | $149,846 | 634 | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.01% | $41,598 | 176 | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.01% | $470,809 | 2.0K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $906,004 | 3.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 11.3K | Q2 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.01% | $257,385 | 1.1K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $743,087 | 3.1K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $304,756 | 1.1K | Q2 2026 |
| Focus Partners Wealth$89.9B AUM | 0.01% | $8M | 35.7K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $510,841 | 2.0K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $6M | 26.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $149M | 594.7K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $369,179 | 1.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $7M | 30.5K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $716,453 | 2.9K | Q3 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $3M | 11.3K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 5.7K | Q1 2026OLDER |
| Busey Bank$3.7B AUM | 0.01% | $301,404 | 1.2K | Q4 2025OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $483,641 | 2.0K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.01% | $34,135 | 144 | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.01% | $38,289 | 162 | Q1 2026OLDER |
| Beacon Financial Strategies CORP$201M AUM | 0.01% | $15,324 | 56 | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $43M | 182.2K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $15M | 63.7K | Q1 2026OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.01% | $204,265 | 813 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $1M | 5.4K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $4M | 16.5K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.01% | $21,980 | 93 | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $659,733 | 2.8K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $806,297 | 3.4K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $862,543 | 3.6K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $392,115 | 1.7K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.01% | $567,097 | 2.4K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $491,292 | 2.1K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $23,635 | 100 | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.01% | $472,700 | 2.0K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $124,846 | 497 | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $398,250 | 1.7K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.01% | $88,395 | 374 | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $355,943 | 1.5K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $151,617 | 642 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $1M | 4.7K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.01% | $70,905 | 300 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $160,664 | 680 | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $259,767 | 1.1K | Q3 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $425,430 | 1.8K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $747,733 | 3.0K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $46,089 | 195 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $63,578 | 269 | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $487,354 | 2.1K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $1M | 4.8K | Q1 2026OLDER |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.00% | $85,086 | 360 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $476,134 | 2.0K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $4M | 17.6K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $687,779 | 2.9K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $208,027 | 880 | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.00% | $207,138 | 757 | Q2 2026 |
| Haverford Trust Co$10.9B AUM | 0.00% | $471,518 | 2.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $322,105 | 1.4K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $4M | 16.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $37,816 | 160 | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $352,584 | 1.4K | Q3 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $992,670 | 4.2K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $281,493 | 1.2K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $210,826 | 885 | Q1 2026OLDER |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.00% | $6,054 | 22 | Q2 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $391,159 | 1.7K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $311,501 | 1.3K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $858,186 | 3.4K | Q4 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $6,327 | 27 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $10,826 | 43 | Q4 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $321,222 | 1.3K | Q3 2025OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $82,959 | 351 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $51,291 | 217 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 8.6K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $47,270 | 200 | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $17M | 69.5K | Q3 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $67,131 | 284 | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $204,955 | 816 | Q4 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $717,999 | 3.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 4.5K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $500,353 | 2.1K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $40,463 | 171 | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $459,701 | 1.9K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $23,635 | 100 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $11,121 | 47 | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $514,297 | 2.2K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2M | 8.7K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $82,014 | 347 | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $30,643 | 122 | Q4 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $13,724 | 100 | Q3 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $50,736 | 202 | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 9.7K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $20,522 | 75 | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $4M | 18.8K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 5.1K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $265,787 | 1.1K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $70,905 | 300 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $26,923 | 113 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.