VANGUARD ADMIRAL FDS INC
CUSIP 921932505
Vanguard Admiral Fds Inc has 677 institutional holders in Filings Flow’s 13F database, together reporting 12.13M shares worth $4.8B as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Morgan Stanley, and Bank Of America Corp /De/.
Institutional Holders
677
Q1 2026
Reported Value
$4.8B
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 |
|---|---|---|---|---|
| Kropog Financial Group, LLC$123M AUM | 20.47% | $25M | 61.8K | Q1 2026OLDER |
| Steffes Financial, Ltd.$189M AUM | 11.06% | $21M | 51.4K | Q1 2026OLDER |
| Keystone Financial Services, LLC$149M AUM | 11.04% | $16M | 40.3K | Q1 2026OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 10.57% | $15M | 37.1K | Q1 2026OLDER |
| Shakespeare Wealth Management, LLC$422M AUM | 10.36% | $44M | 107.3K | Q1 2026OLDER |
| Curry Webb Wealth Management LLC$202M AUM | 9.60% | $19M | 43.5K | Q2 2026 |
| Arista Wealth Management, LLC$927M AUM | 9.40% | $87M | 1.05M | Q2 2026 |
| Coastline Complete Wealth LLC$161M AUM | 8.69% | $14M | 34.4K | Q1 2026OLDER |
| Wheelhouse Advisory Group LLC$302M AUM | 8.46% | $26M | 62.6K | Q1 2026OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 4.85% | $18M | 45.4K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 4.49% | $9M | 105.5K | Q2 2026 |
| ArchPoint Investors$420M AUM | 4.41% | $19M | 45.4K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 4.11% | $5M | 11.6K | Q4 2025OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 3.77% | $5M | 11.6K | Q1 2026OLDER |
| Stordahl Capital Management, Inc.$486M AUM | 3.56% | $17M | 42.4K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 3.50% | $10M | 121.2K | Q1 2026OLDER |
| PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM | 3.12% | $38M | 93.5K | Q1 2026OLDER |
| Anson Capital, Inc.$146M AUM | 3.10% | $5M | 11.1K | Q1 2026OLDER |
| RFG HOLDINGS, INC.$397M AUM | 3.05% | $12M | 29.7K | Q1 2026OLDER |
| Stenger Family Office, LLC$566M AUM | 2.82% | $14M | 195.0K | Q3 2025OLDER |
| Gross & Hartman Investments LLC$192M AUM | 2.73% | $5M | 12.9K | Q1 2026OLDER |
| Junk Investment Group, LLC$191M AUM | 2.44% | $5M | 11.4K | Q1 2026OLDER |
| Sherman Wealth Management LLC$133M AUM | 2.35% | $3M | 37.8K | Q2 2026 |
| Cornerstone Advisory, LLC$1.1B AUM | 2.32% | $25M | 60.2K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 2.26% | $109M | 267.0K | Q1 2026OLDER |
| COMMONS CAPITAL, LLC$120M AUM | 2.16% | $3M | 7.2K | Q4 2025OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 2.05% | $37M | 89.6K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 2.02% | $61M | 149.6K | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 2.00% | $21M | 258.8K | Q2 2026 |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 1.80% | $6M | 72.4K | Q2 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 1.76% | $5M | 12.4K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 1.72% | $5M | 12.7K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 1.71% | $4M | 10.0K | Q2 2026 |
| AA Financial Advisors, LLC$710M AUM | 1.67% | $9M | 20.3K | Q4 2025OLDER |
| First Bancorp, Inc /ME/$201M AUM | 1.56% | $3M | 7.7K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 1.46% | $26M | 62.8K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 1.21% | $2M | 21.5K | Q2 2026 |
| Relyea Zuckerberg Hanson LLC$995M AUM | 1.19% | $12M | 29.1K | Q1 2026OLDER |
| Safe Harbor Family Capital, LLC$128M AUM | 1.18% | $2M | 3.7K | Q1 2026OLDER |
| GEN Financial Management, INC.$162M AUM | 1.10% | $2M | 4.4K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 1.05% | $25M | 61.2K | Q1 2026OLDER |
| HFG Advisors, Inc.$142M AUM | 1.03% | $1M | 3.6K | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.90% | $1M | 3.4K | Q1 2026OLDER |
| Strategies Wealth Advisors, LLC$995M AUM | 0.87% | $9M | 21.2K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.85% | $13M | 32.1K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.84% | $2M | 3.9K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.81% | $10M | 118.7K | Q2 2026 |
| Gutierrez Wealth Advisory, LLC$161M AUM | 0.80% | $1M | 3.2K | Q1 2026OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.79% | $1M | 3.4K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.75% | $11M | 128.7K | Q2 2026 |
| Windward Private Wealth Management Inc.$289M AUM | 0.73% | $2M | 5.2K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 0.67% | $4M | 8.6K | Q1 2026OLDER |
| ENTREWEALTH, LLC$223M AUM | 0.66% | $1M | 3.6K | Q1 2026OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.65% | $8M | 20.3K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.61% | $8M | 17.9K | Q3 2025OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.61% | $6M | 14.6K | Q1 2026OLDER |
| Northern Lights Advisors, Inc.$148M AUM | 0.60% | $884,687 | 2.2K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.59% | $5M | 12.9K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.57% | $5M | 10.4K | Q3 2025OLDER |
| Bawa N Mallick Trust$244M AUM | 0.57% | $1M | 3.4K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.57% | $1M | 3.1K | Q1 2026OLDER |
| Wells Trecaso Financial Group, LLC$210M AUM | 0.57% | $1M | 2.7K | Q3 2025OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.57% | $2M | 5.0K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 0.57% | $3M | 8.6K | Q1 2026OLDER |
| BALANCED WEALTH GROUP LLC$279M AUM | 0.56% | $2M | 3.9K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.54% | $637,542 | 1.4K | Q4 2025OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.53% | $825,572 | 2.0K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.51% | $36M | 445.8K | Q2 2026 |
| Hiley Hunt Wealth Management$253M AUM | 0.51% | $1M | 15.7K | Q2 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$390M AUM | 0.51% | $2M | 24.1K | Q2 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.51% | $16M | 39.2K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.49% | $2M | 3.9K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 0.48% | $15M | 35.6K | Q1 2026OLDER |
| Triton Wealth Management, PLLC$270M AUM | 0.48% | $1M | 3.1K | Q1 2026OLDER |
| Cove Private Wealth, LLC$440M AUM | 0.47% | $2M | 5.1K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.47% | $7M | 16.8K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.44% | $640,889 | 1.6K | Q1 2026OLDER |
| AmeriServ Wealth Advisors$157M AUM | 0.43% | $679,618 | 1.7K | Q1 2026OLDER |
| Blackston Financial Advisory Group, LLC$160M AUM | 0.43% | $689,288 | 1.7K | Q1 2026OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.43% | $487,190 | 1.2K | Q1 2026OLDER |
| Laurel Wealth Planning LLC$190M AUM | 0.43% | $809,265 | 2.0K | Q1 2026OLDER |
| Armor Investment Advisors, LLC$278M AUM | 0.42% | $1M | 2.9K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.41% | $2M | 4.5K | Q1 2026OLDER |
| DB Fitzpatrick & Co, Inc$117M AUM | 0.39% | $459,874 | 1.1K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.39% | $1M | 3.3K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.37% | $2M | 6.2K | Q1 2026OLDER |
| INVICTUS PRIVATE WEALTH, LLC$1.6B AUM | 0.37% | $6M | 14.5K | Q1 2026OLDER |
| Core Wealth Partners LLC$235M AUM | 0.36% | $837,500 | 10.1K | Q2 2026 |
| Aspire Growth Partners LLC$146M AUM | 0.36% | $518,791 | 1.3K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.35% | $4M | 8.9K | Q1 2026OLDER |
| Swisher Financial Concepts, Inc.$179M AUM | 0.34% | $614,689 | 1.5K | Q1 2026OLDER |
| Focused Wealth Management, Inc$964M AUM | 0.34% | $3M | 8.1K | Q1 2026OLDER |
| Vigil Wealth Management, LLC$124M AUM | 0.34% | $422,775 | 1.0K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.34% | $52M | 117.6K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 0.33% | $689,811 | 1.7K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.33% | $585,851 | 1.4K | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 0.32% | $330,823 | 811 | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.31% | $3M | 8.0K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.31% | $536,960 | 1.3K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 0.31% | $568,337 | 1.4K | Q1 2026OLDER |
| CHERRYDALE WEALTH MANAGEMENT, LLC$382M AUM | 0.31% | $1M | 14.4K | Q2 2026 |
| Pacific Point Advisors, LLC$190M AUM | 0.31% | $585,035 | 1.4K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.31% | $13M | 28.4K | Q4 2025OLDER |
| High Note Wealth, LLC$509M AUM | 0.30% | $2M | 3.8K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.29% | $1M | 2.8K | Q1 2026OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 0.28% | $350,613 | 860 | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.27% | $11M | 27.1K | Q1 2026OLDER |
| Austin Wealth Management, LLC$440M AUM | 0.26% | $2M | 4.0K | Q4 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.26% | $19M | 46.0K | Q1 2026OLDER |
| Battery Global Advisors, LLC$186M AUM | 0.25% | $472,105 | 1.2K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.25% | $3M | 7.4K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.24% | $3M | 8.4K | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 0.24% | $946,762 | 2.3K | Q1 2026OLDER |
| Terra Nova Asset Management LLC$135M AUM | 0.24% | $322,076 | 790 | Q1 2026OLDER |
| Richwood Investment Advisors, LLC$130M AUM | 0.23% | $304,144 | 4.5K | Q1 2026OLDER |
| Oxford Wealth Group, LLC$183M AUM | 0.23% | $425,674 | 1.0K | Q1 2026OLDER |
| Lansing Street Advisors$397M AUM | 0.23% | $904,851 | 2.0K | Q4 2025OLDER |
| Walker Asset Management, LLC$185M AUM | 0.23% | $426,851 | 1.0K | Q1 2026OLDER |
| Innovative Wealth Building LLC$142M AUM | 0.23% | $322,269 | 790 | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.23% | $11M | 25.9K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.22% | $430,928 | 1.1K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.21% | $897,750 | 2.2K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 0.21% | $335,118 | 4.1K | Q2 2026 |
| Chancellor Financial Group WB LP$141M AUM | 0.21% | $295,590 | 725 | Q1 2026OLDER |
| GM Advisory Group, LLC$2.6B AUM | 0.21% | $5M | 13.2K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 0.21% | $516,892 | 1.2K | Q3 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.21% | $16M | 39.7K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.20% | $3M | 6.3K | Q1 2026OLDER |
| Five Pine Wealth Management$161M AUM | 0.20% | $322,714 | 792 | Q1 2026OLDER |
| Prairiewood Capital, LLC$346M AUM | 0.20% | $693,073 | 1.7K | Q1 2026OLDER |
| Summit Asset Management, LLC$719M AUM | 0.20% | $1M | 3.5K | Q1 2026OLDER |
| NRI Wealth Management LC$187M AUM | 0.20% | $372,328 | 855 | Q4 2025OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.20% | $215,668 | 529 | Q1 2026OLDER |
| Eddie Patel Inc$130M AUM | 0.20% | $264,341 | 595 | Q4 2025OLDER |
| Evergreen Wealth Partners LLC$131M AUM | 0.19% | $253,658 | 622 | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.19% | $3M | 8.5K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.19% | $26M | 62.8K | Q1 2026OLDER |
| Coquina Private Wealth LLC$124M AUM | 0.19% | $236,077 | 531 | Q4 2025OLDER |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 0.19% | $200,066 | 450 | Q4 2025OLDER |
| Archer Investment Corp$469M AUM | 0.18% | $864,362 | 2.1K | Q1 2026OLDER |
| J. Derek Lewis & Associates Inc.$445M AUM | 0.18% | $810,400 | 2.0K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.18% | $1M | 2.6K | Q3 2025OLDER |
| Compass Financial Group, INC/SD$715M AUM | 0.18% | $1M | 3.1K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.18% | $3M | 6.7K | Q4 2025OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.18% | $626,328 | 1.5K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.17% | $630,679 | 1.5K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.17% | $461,917 | 1.1K | Q1 2026OLDER |
| 626 Financial, LLC$224M AUM | 0.17% | $379,151 | 930 | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.17% | $1M | 2.5K | Q4 2025OLDER |
| Apollon Financial, LLC$723M AUM | 0.16% | $1M | 2.8K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.16% | $6M | 13.8K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.15% | $2M | 3.5K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.15% | $4M | 10.1K | Q4 2025OLDER |
| Pacific Asset Management, LLC$179M AUM | 0.15% | $272,318 | 668 | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.15% | $661,273 | 1.6K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.15% | $632,760 | 1.4K | Q4 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.15% | $292,725 | 718 | Q1 2026OLDER |
| INSIGHT 2811, INC.$239M AUM | 0.15% | $353,471 | 867 | Q1 2026OLDER |
| Bluesphere Advisors LLC$281M AUM | 0.15% | $414,621 | 1.0K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 0.15% | $851,151 | 10.3K | Q2 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.15% | $2M | 5.5K | Q1 2026OLDER |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.15% | $480,518 | 5.8K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.14% | $31M | 75.1K | Q1 2026OLDER |
| COOPER/HAIMS ADVISORS, LLC$212M AUM | 0.14% | $304,823 | 748 | Q1 2026OLDER |
| waypoint wealth counsel$193M AUM | 0.14% | $272,164 | 668 | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.14% | $908,501 | 2.2K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.14% | $4M | 9.7K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 0.14% | $253,584 | 622 | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.14% | $12M | 29.9K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.14% | $2M | 4.9K | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.13% | $657,993 | 1.5K | Q4 2025OLDER |
| Vigilare Wealth Management$326M AUM | 0.13% | $432,598 | 5.2K | Q2 2026 |
| HOERTKORN RICHARD CHARLES$122M AUM | 0.13% | $161,445 | 396 | Q1 2026OLDER |
| LifeGoal Investments, LLC$218M AUM | 0.13% | $288,118 | 3.5K | Q2 2026 |
| Scientech Research LLC$120M AUM | 0.13% | $373,189 | 857 | Q3 2025OLDER |
| Activest Wealth Management$569M AUM | 0.13% | $733,948 | 1.8K | Q1 2026OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.13% | $240,974 | 542 | Q4 2025OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.13% | $628,654 | 1.5K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.13% | $529,851 | 1.3K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 0.12% | $299,579 | 674 | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.12% | $87M | 213.4K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.12% | $11M | 27.5K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.12% | $6M | 78.2K | Q2 2026 |
| Southland Equity Partners LLC$571M AUM | 0.12% | $680,624 | 8.2K | Q2 2026 |
| COWA, LLC$371M AUM | 0.12% | $437,922 | 1.1K | Q1 2026OLDER |
| Squire Investment Management Company, LLC$360M AUM | 0.12% | $423,998 | 1.0K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.12% | $397,574 | 894 | Q4 2025OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.12% | $8M | 20.3K | Q1 2026OLDER |
| Summit Place Financial Advisors, LLC$208M AUM | 0.11% | $242,551 | 557 | Q3 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.11% | $6M | 13.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.11% | $76M | 187.0K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.11% | $335,794 | 824 | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.11% | $230,345 | 565 | Q1 2026OLDER |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM | 0.11% | $630,289 | 1.5K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.11% | $696,742 | 1.7K | Q1 2026OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 0.11% | $279,703 | 3.4K | Q2 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.11% | $605,012 | 1.5K | Q1 2026OLDER |
| Mullaney, Keating & Wright, Inc.$207M AUM | 0.11% | $224,228 | 2.7K | Q2 2026 |
| United Advisor Group, LLC$811M AUM | 0.11% | $873,272 | 2.1K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.11% | $636,050 | 1.6K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.11% | $3M | 7.0K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.10% | $3M | 6.7K | Q1 2026OLDER |
| Lauterbach Financial Advisors, LLC$205M AUM | 0.10% | $211,339 | 475 | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.10% | $1M | 2.7K | Q1 2026OLDER |
| Garde Capital, Inc.$1.7B AUM | 0.10% | $2M | 4.1K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.10% | $3M | 40.8K | Q2 2026 |
| Accredited Wealth Management, LLC$134M AUM | 0.10% | $132,149 | 10 | Q3 2025OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 0.10% | $245,064 | 601 | Q1 2026OLDER |
| Obsidian Personal Planning Solutions LLC$288M AUM | 0.10% | $276,873 | 615 | Q3 2025OLDER |
| Clean Yield Group$355M AUM | 0.10% | $340,337 | 835 | Q1 2026OLDER |
| Carmel Capital Partners, LLC$277M AUM | 0.10% | $265,406 | 651 | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.09% | $2M | 4.9K | Q1 2026OLDER |
| Agate Pass Investment Management, LLC$271M AUM | 0.09% | $253,561 | 3.1K | Q2 2026 |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.09% | $1M | 3.4K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.09% | $706,611 | 1.7K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.09% | $4M | 7.9K | Q4 2025OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.09% | $320,172 | 735 | Q4 2025OLDER |
| New Perspectives, Inc$289M AUM | 0.09% | $261,239 | 641 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.09% | $2M | 3.9K | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.09% | $1M | 2.8K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.09% | $387,306 | 950 | Q1 2026OLDER |
| Summa Corp.$242M AUM | 0.09% | $204,956 | 461 | Q4 2025OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.09% | $413,435 | 1.0K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.09% | $731,137 | 1.7K | Q3 2025OLDER |
| Roberts Wealth Advisors, LLC$394M AUM | 0.08% | $330,216 | 810 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.08% | $22M | 54.2K | Q1 2026OLDER |
| Manhattan West Asset Management, LLC$511M AUM | 0.08% | $426,444 | 1.0K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.08% | $301,079 | 738 | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.08% | $115,687 | 284 | Q1 2026OLDER |
| ForthRight Wealth Management, LLC$353M AUM | 0.08% | $290,275 | 712 | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.08% | $1M | 2.5K | Q3 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.08% | $3M | 5.7K | Q4 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.08% | $561,128 | 1.4K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 0.08% | $487,337 | 1.2K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.08% | $342,494 | 840 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.08% | $68M | 166.7K | Q1 2026OLDER |
| Northeast Financial Group, Inc.$404M AUM | 0.08% | $319,667 | 784 | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.08% | $1M | 3.4K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.08% | $379,359 | 931 | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.08% | $2M | 4.1K | Q1 2026OLDER |
| BCM ADVISORS, LLC$507M AUM | 0.08% | $385,061 | 4.9K | Q1 2026OLDER |
| Mullooly Asset Management, Inc.$271M AUM | 0.08% | $207,080 | 466 | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.08% | $94M | 229.8K | Q1 2026OLDER |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 0.08% | $797,034 | 2.0K | Q1 2026OLDER |
| Veracity Capital LLC$280M AUM | 0.08% | $209,960 | 515 | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.07% | $288,645 | 708 | Q1 2026OLDER |
| James J. Burns & Company, LLC$737M AUM | 0.07% | $539,384 | 1.3K | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.07% | $293,537 | 720 | Q1 2026OLDER |
| KELLY LAWRENCE W & ASSOCIATES INC/CA$360M AUM | 0.07% | $295,652 | 665 | Q4 2025OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.07% | $6M | 14.6K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.07% | $314,222 | 3.8K | Q2 2026 |
| Fort Sheridan Advisors LLC$828M AUM | 0.07% | $581,960 | 1.4K | Q1 2026OLDER |
| Accretive Wealth Partners, LLC$356M AUM | 0.07% | $249,615 | 612 | Q1 2026OLDER |
| SMI Advisory Services, LLC$617M AUM | 0.07% | $432,105 | 5.3K | Q2 2026 |
| Brookstone Capital Management$8.7B AUM | 0.07% | $6M | 14.7K | Q1 2026OLDER |
| BHK Investment Advisors, LLC$299M AUM | 0.07% | $203,845 | 500 | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.07% | $4M | 9.6K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.07% | $606,160 | 1.4K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.07% | $47M | 115.9K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.07% | $886,230 | 2.0K | Q4 2025OLDER |
| LongView Wealth Management$390M AUM | 0.07% | $274,384 | 608 | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.07% | $59M | 179.3K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.07% | $115,376 | 283 | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.07% | $4M | 9.9K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.07% | $788,880 | 1.9K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.07% | $230,358 | 529 | Q3 2025OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.06% | $466,805 | 1.1K | Q1 2026OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.06% | $223,184 | 502 | Q4 2025OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.06% | $1M | 3.1K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.06% | $146,229 | 359 | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.06% | $779,015 | 1.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.06% | $234M | 574.1K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.06% | $223,629 | 503 | Q4 2025OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.06% | $93,364 | 210 | Q4 2025OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.06% | $2M | 4.7K | Q1 2026OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 0.06% | $207,761 | 477 | Q3 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.06% | $6M | 14.9K | Q1 2026OLDER |
| CHANNEL WEALTH LLC$413M AUM | 0.06% | $243,391 | 597 | Q1 2026OLDER |
| Hurlow Wealth Management Group, Inc.$420M AUM | 0.06% | $247,060 | 606 | Q1 2026OLDER |
| Rodgers & Associates, LTD$982M AUM | 0.06% | $576,066 | 1.4K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.06% | $252,360 | 619 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.06% | $1M | 3.1K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.06% | $1M | 3.1K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.06% | $2M | 3.8K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.06% | $242,755 | 595 | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.06% | $463,136 | 1.1K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.06% | $260,514 | 639 | Q1 2026OLDER |
| Retirement Solution LLC$423M AUM | 0.06% | $239,242 | 587 | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.06% | $204,253 | 501 | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 0.06% | $514,912 | 1.3K | Q1 2026OLDER |
| Crumly & Associates Inc.$522M AUM | 0.05% | $286,526 | 3.5K | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.05% | $852M | 2.17M | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.05% | $18M | 43.7K | Q1 2026OLDER |
| Burton Enright Welch$736M AUM | 0.05% | $393,829 | 966 | Q1 2026OLDER |
| Clarity Wealth Advisors, LLC$486M AUM | 0.05% | $257,955 | 633 | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.05% | $64,823 | 159 | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.05% | $3M | 7.0K | Q1 2026OLDER |
| TLWM$615M AUM | 0.05% | $317,344 | 3.8K | Q2 2026 |
| Curran Financial Partners, LLC$559M AUM | 0.05% | $268,532 | 604 | Q4 2025OLDER |
| Smith & Howard Wealth Management, LLC$462M AUM | 0.05% | $234,829 | 576 | Q1 2026OLDER |
| CapWealth Advisors, LLC$1.3B AUM | 0.05% | $677,988 | 1.7K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.05% | $609,144 | 1.4K | Q3 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.05% | $3M | 7.5K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.05% | $211,347 | 475 | Q4 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.05% | $3M | 35.2K | Q1 2026OLDER |
| Wealthquest Corp$1.4B AUM | 0.05% | $683,696 | 1.7K | Q2 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.05% | $2M | 3.9K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.05% | $384,266 | 943 | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.05% | $215,786 | 2.6K | Q2 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.05% | $298,837 | 733 | Q1 2026OLDER |
| Bernardo Wealth Planning LLC$511M AUM | 0.05% | $239,640 | 588 | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.05% | $202,511 | 497 | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.05% | $577,868 | 1.4K | Q1 2026OLDER |
| SevenBridge Financial Group, LLC$640M AUM | 0.05% | $292,862 | 3.8K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.04% | $1M | 2.8K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.04% | $917,688 | 2.3K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.04% | $589,927 | 1.4K | Q1 2026OLDER |
| Capital Management Associates, Inc$442M AUM | 0.04% | $200,955 | 452 | Q4 2025OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 0.04% | $252,321 | 3.1K | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.04% | $164M | 402.7K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.04% | $44 | 99 | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $16M | 38.5K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.04% | $712,487 | 1.7K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.04% | $406,443 | 997 | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.04% | $3M | 6.5K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.04% | $953,180 | 2.3K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.04% | $250,684 | 564 | Q4 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.04% | $9M | 21.2K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.04% | $212,959 | 479 | Q4 2025OLDER |
| Delta Investment Management, LLC$559M AUM | 0.04% | $228,306 | 560 | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.04% | $876,418 | 2.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.04% | $38M | 92.8K | Q1 2026OLDER |
| Gemmer Asset Management LLC$1.3B AUM | 0.04% | $505,715 | 1.2K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.04% | $976,270 | 2.4K | Q2 2026 |
| Great Point Wealth Advisors, LLC$542M AUM | 0.04% | $215,626 | 485 | Q4 2025OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.04% | $729,289 | 1.8K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.04% | $463,002 | 5.6K | Q2 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $1M | 2.6K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.04% | $265,410 | 651 | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.04% | $2M | 5.2K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $983,997 | 2.4K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.04% | $39,546 | 97 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.04% | $254M | 622.3K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.04% | $82,671 | 226 | Q4 2025OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.04% | $73,769 | 181 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.04% | $7M | 16.2K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.04% | $671,369 | 1.6K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.04% | $576,097 | 1.4K | Q1 2026OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.04% | $205,540 | 504 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.04% | $1M | 3.1K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.04% | $1M | 2.9K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.04% | $120,269 | 295 | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.04% | $273,968 | 672 | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.04% | $552,828 | 1.4K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.04% | $304,084 | 746 | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.03% | $185,131 | 454 | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.03% | $204,511 | 460 | Q4 2025OLDER |
| Americana Partners, LLC$3.9B AUM | 0.03% | $1M | 3.3K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $6M | 15.5K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 0.03% | $129,254 | 317 | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.03% | $380,782 | 934 | Q1 2026OLDER |
| UNION SAVINGS BANK$228M AUM | 0.03% | $77,460 | 190 | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 0.03% | $217,977 | 490 | Q4 2025OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.03% | $366,772 | 4.5K | Q2 2026 |
| Evergreen Private Wealth LLC$247M AUM | 0.03% | $81,952 | 188 | Q3 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.03% | $2M | 5.8K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $417,187 | 1.0K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.03% | $370,428 | 909 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.03% | $20M | 48.1K | Q1 2026OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 0.03% | $332,400 | 815 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.03% | $1M | 2.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $30M | 73.9K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.03% | $279,268 | 685 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.03% | $136,577 | 335 | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.03% | $311,067 | 763 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.03% | $1M | 2.5K | Q3 2025OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.03% | $35,617 | 87 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $21M | 52.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.03% | $127M | 312.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $95M | 234.0K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.03% | $435,495 | 965 | Q4 2025OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 0.03% | $510,882 | 1.2K | Q3 2025OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.03% | $261,864 | 3.2K | Q2 2026 |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.03% | $534,887 | 6.5K | Q2 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.03% | $740,041 | 3.1K | Q2 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.03% | $21M | 50.7K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.03% | $212,870 | 522 | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.03% | $649,417 | 1.6K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.03% | $36,692 | 90 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.03% | $5M | 13.2K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.03% | $3M | 8.1K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.03% | $412,175 | 1.0K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.03% | $2M | 3.9K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.03% | $129,239 | 1.6K | Q2 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $13M | 30.2K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.03% | $5M | 11.7K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $407 | 916 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $14M | 34.0K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.02% | $7M | 16.4K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.02% | $204,660 | 502 | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.02% | $204,845 | 502 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $7M | 16.4K | Q2 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $1M | 15.4K | Q2 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 0.02% | $532,731 | 1.3K | Q1 2026OLDER |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 0.02% | $465,656 | 1.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $2M | 4.4K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.02% | $391,427 | 960 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.02% | $2M | 5.0K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 0.02% | $34,837 | 80 | Q3 2025OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.02% | $1M | 3.3K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $403,030 | 989 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.02% | $6M | 12.9K | Q4 2025OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.02% | $720,796 | 1.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $377M | 848.6K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 2.7K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $417,475 | 1.0K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.02% | $214,737 | 483 | Q4 2025OLDER |
| Caitlin John, LLC$167M AUM | 0.02% | $37,100 | 91 | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.02% | $54,517 | 134 | Q1 2026OLDER |
| Legacy Advisors, LLC$848M AUM | 0.02% | $206,290 | 464 | Q4 2025OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.02% | $3M | 42.6K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $349,412 | 857 | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $332,702 | 4.0K | Q2 2026 |
| Smith Salley Wealth Management$2.0B AUM | 0.02% | $428,075 | 1.1K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.02% | $632,735 | 1.6K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $859,003 | 2.1K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.02% | $2M | 4.0K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $1M | 2.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 5.4K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.02% | $214,746 | 483 | Q4 2025OLDER |
| Hilltop National Bank$468M AUM | 0.02% | $94,683 | 1.1K | Q2 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.02% | $67,433 | 816 | Q2 2026 |
| Roundview Capital LLC$1.6B AUM | 0.02% | $324,114 | 795 | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.02% | $52,184 | 128 | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.02% | $733,434 | 1.8K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.02% | $287,600 | 3.5K | Q2 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $856,149 | 2.1K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.02% | $225,453 | 553 | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.02% | $285,383 | 700 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $267M | 655.9K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.02% | $538,918 | 1.4K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.02% | $25M | 61.4K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.02% | $197,120 | 435 | Q4 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.02% | $138,298 | 339 | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.02% | $68,900 | 169 | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $808,603 | 2.0K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.02% | $565,808 | 1.3K | Q4 2025OLDER |
| Heritage Financial Services, LLC$1.2B AUM | 0.02% | $202,095 | 464 | Q3 2025OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.02% | $163,025 | 400 | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.02% | $300,261 | 736 | Q1 2026OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 0.02% | $49,330 | 121 | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.02% | $209,960 | 515 | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.02% | $2M | 3.9K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.02% | $295,168 | 724 | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.02% | $107,263 | 263 | Q1 2026OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.02% | $756,673 | 1.9K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.02% | $889,978 | 2.2K | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.02% | $366,921 | 900 | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.02% | $249,099 | 611 | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.02% | $32,000 | 78 | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.02% | $48,739 | 120 | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.02% | $209,892 | 482 | Q3 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $3M | 6.7K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.02% | $357,607 | 877 | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.02% | $13M | 31.6K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.02% | $252,021 | 618 | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $202,826 | 456 | Q4 2025OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.02% | $490,452 | 1.2K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.02% | $305,336 | 770 | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.02% | $13M | 31.2K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.02% | $1M | 3.1K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.02% | $206,990 | 466 | Q4 2025OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.02% | $532,620 | 1.2K | Q4 2025OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $209,047 | 513 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $2M | 4.7K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.01% | $111,675 | 1.4K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 0.01% | $273,992 | 672 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $77M | 189.3K | Q2 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.01% | $222,061 | 560 | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $275,708 | 676 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.01% | $668,006 | 1.6K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.01% | $239,149 | 587 | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.01% | $205,804 | 463 | Q2 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $1M | 2.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $22M | 54.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $3M | 6.1K | Q1 2026OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 0.01% | $281,306 | 690 | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.01% | $81,130 | 199 | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 5.8K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $3M | 6.4K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.01% | $217,853 | 2.6K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.01% | $979,543 | 11.9K | Q2 2026 |
| Garner Asset Management Corp$255M AUM | 0.01% | $33,344 | 75 | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $3M | 7.2K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $618,368 | 1.5K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.01% | $187,248 | 430 | Q3 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.01% | $140,587 | 340 | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $234,603 | 575 | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.01% | $204,406 | 501 | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.01% | $43,215 | 106 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.