VANGUARD BD INDEX FDS
CUSIP 921937819
Vanguard Bd Index Fds has 1,001 institutional holders in Filings Flow’s 13F database, together reporting 239.43M shares worth $18.0B as of Q1 2026. The largest reported holders are Wells Fargo & Company/Mn, Envestnet Asset Management Inc, and Northwestern Mutual Wealth Management Co.
Institutional Holders
1,001
Q1 2026
Reported Value
$18.0B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| True Link Financial Advisors, LLC$1.6B AUM | 25.54% | $414M | 5.36M | Q1 2026OLDER |
| Seneschal Advisors, LLC$135M AUM | 22.74% | $31M | 396.8K | Q1 2026OLDER |
| Gordian Advisors LLC$150M AUM | 21.96% | $33M | 427.1K | Q1 2026OLDER |
| Kropog Financial Group, LLC$123M AUM | 19.67% | $24M | 313.7K | Q1 2026OLDER |
| BCM ADVISORS, LLC$507M AUM | 19.10% | $97M | 1.26M | Q1 2026OLDER |
| Compass Planning Associates Inc$156M AUM | 17.85% | $28M | 361.6K | Q1 2026OLDER |
| Sage Financial Management Group, Inc.$325M AUM | 15.91% | $52M | 670.5K | Q1 2026OLDER |
| CHRISTINE MESSMER PC$156M AUM | 15.19% | $24M | 307.8K | Q1 2026OLDER |
| FPC INVESTMENT ADVISORY, INC.$201M AUM | 14.99% | $30M | 388.4K | Q1 2026OLDER |
| HOGE FINANCIAL SERVICES, LLC$187M AUM | 14.71% | $27M | 356.1K | Q1 2026OLDER |
| BRIGHTON SECURITIES CORP.$233M AUM | 14.61% | $34M | 443.5K | Q2 2026 |
| Family Investment Center, Inc.$520M AUM | 14.36% | $75M | 967.0K | Q1 2026OLDER |
| Reliant Wealth Planning$331M AUM | 14.26% | $47M | 611.1K | Q1 2026OLDER |
| Brewster Financial Planning LLC$165M AUM | 13.48% | $22M | 288.7K | Q1 2026OLDER |
| SOUTHERN MICHIGAN BANK & TRUST$261M AUM | 12.85% | $33M | 433.8K | Q1 2026OLDER |
| Ballentine Capital Advisors, Inc$242M AUM | 11.66% | $28M | 365.0K | Q1 2026OLDER |
| Keyes, Stange & Wooten Wealth Management, LLC$224M AUM | 11.43% | $26M | 331.8K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 11.28% | $55M | 718.3K | Q1 2026OLDER |
| Frankly Finances, LLC$110M AUM | 10.96% | $12M | 156.9K | Q1 2026OLDER |
| ACORN CREEK CAPITAL LLC$280M AUM | 10.34% | $29M | 375.2K | Q1 2026OLDER |
| Retirement Investment Advisors, Inc.$1.4B AUM | 9.85% | $138M | 1.83M | Q2 2026 |
| MFA WEALTH ADVISORS, LLC$508M AUM | 9.34% | $47M | 614.8K | Q1 2026OLDER |
| Burt Wealth Advisors$407M AUM | 8.78% | $36M | 458.1K | Q3 2025OLDER |
| Windward Private Wealth Management Inc.$289M AUM | 8.74% | $25M | 327.4K | Q1 2026OLDER |
| Ethos Capital Management, Inc.$117M AUM | 8.71% | $10M | 131.6K | Q1 2026OLDER |
| Francis Financial, Inc.$539M AUM | 8.67% | $47M | 606.1K | Q1 2026OLDER |
| Franklin, Parlapiano, Turner & Welch, LLC$442M AUM | 8.48% | $38M | 489.0K | Q2 2026 |
| American Trust$1.1B AUM | 8.46% | $96M | 1.24M | Q1 2026OLDER |
| Darrow Company, Inc.$222M AUM | 8.42% | $19M | 242.4K | Q1 2026OLDER |
| Scott Capital Advisors, LLC$639M AUM | 8.14% | $52M | 677.2K | Q2 2026 |
| Schiavi & Co LLC$337M AUM | 7.97% | $27M | 347.7K | Q1 2026OLDER |
| Efficient Advisors, LLC$1.4B AUM | 7.75% | $109M | 1.41M | Q1 2026OLDER |
| Tandem Financial, LLC$314M AUM | 7.47% | $23M | 304.3K | Q1 2026OLDER |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 7.45% | $20M | 255.3K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 7.32% | $7M | 89.6K | Q1 2026OLDER |
| BetterWealth, LLC$510M AUM | 7.30% | $37M | 482.0K | Q1 2026OLDER |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC$232M AUM | 7.30% | $17M | 219.5K | Q1 2026OLDER |
| Safir Wealth Advisors, LLC$154M AUM | 7.16% | $11M | 143.7K | Q2 2026 |
| ForthRight Wealth Management, LLC$353M AUM | 6.90% | $24M | 315.3K | Q1 2026OLDER |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 6.87% | $27M | 346.7K | Q1 2026OLDER |
| Cannon Financial Strategists, Inc.$761M AUM | 6.67% | $51M | 657.5K | Q1 2026OLDER |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 6.65% | $8M | 107.1K | Q1 2026OLDER |
| Yeomans Consulting Group, Inc.$341M AUM | 6.56% | $19M | 243.6K | Q3 2025OLDER |
| MBA Advisors LLC$260M AUM | 6.51% | $17M | 219.5K | Q1 2026OLDER |
| Tumwater Wealth Management, LLC$249M AUM | 6.48% | $16M | 208.7K | Q1 2026OLDER |
| Stephenson & Company, Inc.$184M AUM | 6.36% | $12M | 152.0K | Q1 2026OLDER |
| Mustard Seed Financial, LLC$167M AUM | 6.15% | $10M | 133.1K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 5.99% | $45M | 585.1K | Q1 2026OLDER |
| Silver Coast Investments LLC$313M AUM | 5.96% | $19M | 241.9K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 5.92% | $56M | 728.9K | Q1 2026OLDER |
| Equity Wealth Partners, LLC$155M AUM | 5.91% | $9M | 118.4K | Q1 2026OLDER |
| Wealth Advisory Team LLC$113M AUM | 5.89% | $7M | 85.6K | Q4 2025OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 5.86% | $29M | 370.6K | Q1 2026OLDER |
| CONQUIS FINANCIAL LLC$121M AUM | 5.60% | $7M | 87.5K | Q1 2026OLDER |
| Retirement Management Systems Inc.$415M AUM | 5.57% | $23M | 299.2K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 5.55% | $6M | 82.2K | Q2 2026 |
| Clarity Asset Management, Inc.$198M AUM | 5.33% | $11M | 136.4K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 5.16% | $12M | 154.2K | Q1 2026OLDER |
| Refined Wealth Management$158M AUM | 5.14% | $8M | 98.1K | Q4 2025OLDER |
| Graetz Wealth LLC$112M AUM | 5.13% | $6M | 74.5K | Q1 2026OLDER |
| Leo H. Evart, Inc.$117M AUM | 5.06% | $6M | 76.7K | Q1 2026OLDER |
| Vertrix Wealth Management, LLC$297M AUM | 5.06% | $15M | 195.8K | Q2 2026 |
| Zhang Financial LLC$2.9B AUM | 5.04% | $146M | 1.89M | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 5.02% | $32M | 417.0K | Q2 2026 |
| Greystone Financial Group, LLC$353M AUM | 4.98% | $18M | 228.2K | Q1 2026OLDER |
| Neumann Capital Management, LLC$340M AUM | 4.95% | $17M | 217.9K | Q1 2026OLDER |
| LINCOLN NATIONAL CORP$3.5B AUM | 4.88% | $169M | 2.19M | Q1 2026OLDER |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM | 4.86% | $23M | 292.0K | Q1 2026OLDER |
| Momentum Wealth Planning, LLC$113M AUM | 4.71% | $5M | 68.6K | Q1 2026OLDER |
| SMI Advisory Services, LLC$617M AUM | 4.70% | $25M | 318.5K | Q3 2025OLDER |
| PCG ASSET MANAGEMENT, LLC$125M AUM | 4.70% | $6M | 76.1K | Q1 2026OLDER |
| Verus Financial Partners, Inc.$1.1B AUM | 4.66% | $52M | 672.0K | Q1 2026OLDER |
| Fortis Advisors, LLC$200M AUM | 4.61% | $9M | 119.1K | Q1 2026OLDER |
| Carl P. Sherr & Co., LLC$213M AUM | 4.54% | $10M | 125.1K | Q1 2026OLDER |
| Boyd Wealth Management, LLC$236M AUM | 4.50% | $11M | 137.8K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 4.46% | $13M | 164.2K | Q1 2026OLDER |
| Sagace Wealth Management LLC$149M AUM | 4.34% | $6M | 83.8K | Q1 2026OLDER |
| Westwood Wealth Management$255M AUM | 4.26% | $6M | 72.8K | Q4 2025OLDER |
| Bay Capital Advisors, LLC$162M AUM | 4.24% | $7M | 89.1K | Q1 2026OLDER |
| Lionshead Wealth Management, LLC$136M AUM | 4.16% | $6M | 73.2K | Q1 2026OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 3.98% | $53M | 688.5K | Q1 2026OLDER |
| Austin Asset Management Co Inc$608M AUM | 3.89% | $24M | 306.6K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 3.89% | $790M | 10.24M | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 3.73% | $20M | 254.1K | Q1 2026OLDER |
| City State Bank$385M AUM | 3.71% | $14M | 185.2K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 3.67% | $14M | 180.6K | Q2 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC$171M AUM | 3.66% | $6M | 80.6K | Q4 2025OLDER |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 3.47% | $6M | 73.3K | Q1 2026OLDER |
| PINKERTON WEALTH, LLC$1.1B AUM | 3.46% | $38M | 488.7K | Q1 2026OLDER |
| American Money Management, LLC$632M AUM | 3.43% | $22M | 280.5K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 3.42% | $36M | 465.1K | Q1 2026OLDER |
| EJMK Ventures LLC$179M AUM | 3.39% | $6M | 78.7K | Q1 2026OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 3.37% | $24M | 310.2K | Q1 2026OLDER |
| HANOVER ADVISORS INC$246M AUM | 3.29% | $8M | 105.0K | Q1 2026OLDER |
| Uptown Financial Advisors LLC$126M AUM | 3.29% | $4M | 53.7K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 3.28% | $11M | 143.4K | Q1 2026OLDER |
| Evergreen Wealth Management, LLC$194M AUM | 3.28% | $6M | 82.3K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$177M AUM | 3.15% | $5M | 62.4K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 3.15% | $38M | 489.5K | Q3 2025OLDER |
| Parker Financial LLC$250M AUM | 3.05% | $8M | 99.1K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 3.04% | $7M | 84.6K | Q1 2026OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 3.02% | $39M | 509.4K | Q1 2026OLDER |
| Richmond Brothers, Inc.$150M AUM | 2.93% | $4M | 56.9K | Q1 2026OLDER |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM | 2.92% | $3M | 42.1K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 2.85% | $286M | 3.70M | Q1 2026OLDER |
| Human Investing LLC$687M AUM | 2.85% | $20M | 253.4K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 2.74% | $28M | 359.5K | Q1 2026OLDER |
| Consilium Wealth Advisory, LLC$293M AUM | 2.71% | $8M | 102.9K | Q1 2026OLDER |
| Sunesis Advisors, LLC$221M AUM | 2.70% | $6M | 77.4K | Q1 2026OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 2.70% | $48M | 621.1K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 2.69% | $7M | 84.7K | Q1 2026OLDER |
| VCI Wealth Management LLC$361M AUM | 2.67% | $10M | 124.9K | Q1 2026OLDER |
| Smart Money Group LLC$344M AUM | 2.66% | $9M | 118.4K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 2.64% | $30M | 390.2K | Q1 2026OLDER |
| Bernardo Wealth Planning LLC$511M AUM | 2.63% | $13M | 173.9K | Q1 2026OLDER |
| Veridan Wealth LLC$270M AUM | 2.62% | $7M | 91.8K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 2.53% | $15M | 199.3K | Q1 2026OLDER |
| Granite Harbor Advisors, Inc.$229M AUM | 2.45% | $6M | 72.8K | Q1 2026OLDER |
| Hurlow Wealth Management Group, Inc.$420M AUM | 2.38% | $10M | 129.7K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 2.35% | $19M | 239.5K | Q3 2025OLDER |
| Defined Financial Planning LLC$121M AUM | 2.35% | $3M | 36.3K | Q3 2025OLDER |
| Clarity Wealth Advisors, LLC$486M AUM | 2.33% | $11M | 146.8K | Q1 2026OLDER |
| Verde Capital Management$468M AUM | 2.33% | $11M | 140.9K | Q1 2026OLDER |
| Investments & Financial Planning, LLC$184M AUM | 2.27% | $4M | 54.1K | Q1 2026OLDER |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 2.26% | $13M | 162.4K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 2.25% | $6M | 81.3K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 2.25% | $7M | 92.6K | Q1 2026OLDER |
| Calder Financial LLC$106M AUM | 2.21% | $2M | 30.6K | Q2 2026 |
| Pacific Park Financial, Inc.$153M AUM | 2.20% | $3M | 43.7K | Q1 2026OLDER |
| Wilkins Miller Wealth Management, LLC$165M AUM | 2.09% | $3M | 44.8K | Q1 2026OLDER |
| Marmo Financial Group, LLC$202M AUM | 2.05% | $4M | 53.6K | Q1 2026OLDER |
| Pacific Capital Wealth Advisors, Inc.$663M AUM | 2.03% | $13M | 175.5K | Q2 2026 |
| Graney & King, LLC$186M AUM | 2.01% | $4M | 48.4K | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 2.01% | $2M | 29.1K | Q1 2026OLDER |
| Nabity-Jensen Investment Management Inc$144M AUM | 1.98% | $3M | 37.0K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 1.97% | $3M | 37.5K | Q2 2026 |
| Tillman Hartley LLC$398M AUM | 1.96% | $8M | 101.3K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 1.87% | $29M | 381.8K | Q2 2026 |
| MidAtlantic Capital Management, Inc.$145M AUM | 1.86% | $3M | 35.0K | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 1.86% | $13M | 163.4K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 1.83% | $6M | 80.8K | Q1 2026OLDER |
| Jacobsen Capital Management$296M AUM | 1.82% | $5M | 69.7K | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 1.79% | $29M | 373.3K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 1.79% | $16M | 205.8K | Q2 2026 |
| Bay Harbor Wealth Management, LLC$386M AUM | 1.77% | $7M | 88.6K | Q1 2026OLDER |
| Leeward Financial Partners, LLC$336M AUM | 1.76% | $6M | 76.8K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 1.75% | $285M | 3.70M | Q1 2026OLDER |
| STERLING INVESTMENT MANAGEMENT, LLC$167M AUM | 1.74% | $3M | 37.6K | Q1 2026OLDER |
| Planned Solutions, Inc.$306M AUM | 1.73% | $5M | 68.3K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 1.70% | $11M | 136.4K | Q1 2026OLDER |
| Manuka Financial, LLC$162M AUM | 1.70% | $3M | 35.7K | Q1 2026OLDER |
| Systelligence, LLC$514M AUM | 1.70% | $9M | 113.0K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 1.69% | $21M | 280.1K | Q2 2026 |
| Kuhn & Co Investment Counsel$155M AUM | 1.68% | $3M | 33.8K | Q1 2026OLDER |
| Arcataur Capital Management LLC$359M AUM | 1.60% | $6M | 74.5K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 1.58% | $4M | 56.6K | Q1 2026OLDER |
| Meridian Financial Partners LLC$263M AUM | 1.56% | $4M | 53.3K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 1.56% | $3M | 43.2K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 1.56% | $9M | 123.1K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 1.55% | $11M | 146.7K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 1.54% | $6M | 82.6K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 1.51% | $20M | 254.6K | Q1 2026OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 1.48% | $9M | 115.7K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 1.47% | $11M | 144.0K | Q1 2026OLDER |
| Chris Bulman Inc$228M AUM | 1.47% | $3M | 43.4K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 1.47% | $3M | 34.7K | Q2 2026 |
| Rossby Financial, LCC$489M AUM | 1.46% | $7M | 93.1K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 1.46% | $5M | 63.1K | Q1 2026OLDER |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 1.45% | $3M | 38.7K | Q1 2026OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 1.44% | $4M | 56.3K | Q1 2026OLDER |
| MA Private Wealth$591M AUM | 1.42% | $8M | 108.5K | Q1 2026OLDER |
| Sovereign Investment Advisors, LLC$472M AUM | 1.41% | $7M | 86.3K | Q1 2026OLDER |
| New Hampshire Trust$496M AUM | 1.38% | $7M | 88.8K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 1.34% | $15M | 200.0K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 1.34% | $21M | 269.3K | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 1.33% | $4M | 57.5K | Q1 2026OLDER |
| Gemmer Asset Management LLC$1.3B AUM | 1.33% | $17M | 218.7K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 1.33% | $3M | 36.1K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 1.30% | $2M | 25.6K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 1.30% | $4M | 49.0K | Q1 2026OLDER |
| Kampmann Melissa S.$125M AUM | 1.26% | $2M | 20.4K | Q1 2026OLDER |
| WIT, LLC$5.3B AUM | 1.25% | $66M | 861.2K | Q1 2026OLDER |
| Certified Advisory Corp$1.2B AUM | 1.25% | $15M | 202.1K | Q2 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 1.23% | $10M | 131.7K | Q1 2026OLDER |
| Life Planning Partners, Inc$131M AUM | 1.23% | $2M | 20.9K | Q1 2026OLDER |
| Fiduciary Wealth Partners, LLC$153M AUM | 1.21% | $2M | 24.0K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 1.20% | $3M | 36.0K | Q1 2026OLDER |
| ESL Trust Services, LLC$524M AUM | 1.19% | $6M | 81.1K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 1.18% | $7M | 88.1K | Q1 2026OLDER |
| BancFirst Trust & Investment Management$226M AUM | 1.16% | $3M | 34.1K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 1.16% | $4M | 48.2K | Q1 2026OLDER |
| Vista Cima Wealth Management LLC$101M AUM | 1.14% | $1M | 15.0K | Q1 2026OLDER |
| Prostatis Group LLC$391M AUM | 1.12% | $4M | 56.9K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 1.11% | $1M | 18.1K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 1.11% | $2M | 25.9K | Q1 2026OLDER |
| Five Pine Wealth Management$161M AUM | 1.10% | $2M | 23.0K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 1.09% | $3M | 39.4K | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 1.08% | $1M | 16.4K | Q1 2026OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 1.07% | $9M | 116.5K | Q1 2026OLDER |
| Red Wave Investments LLC$335M AUM | 1.07% | $4M | 46.2K | Q1 2026OLDER |
| Shade Tree Advisors LLC$140M AUM | 1.06% | $1M | 19.3K | Q1 2026OLDER |
| Matisse Capital$234M AUM | 1.06% | $2M | 32.2K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 1.05% | $9M | 115.6K | Q1 2026OLDER |
| Wela Strategies, Inc.$264M AUM | 1.05% | $3M | 35.5K | Q3 2025OLDER |
| M3 Wealth Management, LLC$123M AUM | 1.04% | $1M | 16.8K | Q4 2025OLDER |
| Pillar Financial Advisors, LLC$171M AUM | 1.04% | $2M | 23.1K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 1.04% | $1M | 17.9K | Q1 2026OLDER |
| ORRSTOWN FINANCIAL SERVICES INC$674M AUM | 1.03% | $7M | 90.9K | Q2 2026 |
| Wealth Management Associates, Inc.$290M AUM | 1.02% | $3M | 38.3K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 1.01% | $3M | 33.6K | Q1 2026OLDER |
| Compass Financial Group, Inc.$222M AUM | 1.00% | $2M | 28.7K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 1.00% | $4M | 57.2K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.99% | $1M | 18.9K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.98% | $61M | 789.4K | Q1 2026OLDER |
| Adelphi Trust Co$151M AUM | 0.98% | $1M | 19.3K | Q2 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC$119M AUM | 0.95% | $1M | 14.6K | Q1 2026OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 0.93% | $5M | 63.4K | Q3 2025OLDER |
| Secure Asset Management, LLC$632M AUM | 0.91% | $6M | 74.4K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.90% | $34M | 445.0K | Q2 2026 |
| FIRST MERCHANTS CORP$2.6B AUM | 0.88% | $23M | 300.2K | Q1 2026OLDER |
| Physician Wealth Solutions Inc.$242M AUM | 0.86% | $2M | 26.8K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.86% | $35M | 486.9K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.85% | $23M | 298.9K | Q2 2026 |
| TSA Wealth Managment LLC$309M AUM | 0.85% | $3M | 34.0K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.84% | $975,710 | 12.6K | Q1 2026OLDER |
| Livet Wealth, LLC$157M AUM | 0.83% | $1M | 17.0K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.83% | $2M | 22.1K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 0.82% | $1M | 19.3K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 0.81% | $863,721 | 11.2K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.80% | $10M | 130.0K | Q1 2026OLDER |
| Lighthouse Wealth Management Inc.$147M AUM | 0.79% | $1M | 15.1K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 0.79% | $3M | 40.2K | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.79% | $40M | 514.9K | Q1 2026OLDER |
| Wells Trecaso Financial Group, LLC$210M AUM | 0.79% | $2M | 21.3K | Q3 2025OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.78% | $3M | 40.2K | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 0.78% | $2M | 25.2K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.78% | $34M | 435.3K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.77% | $4M | 57.7K | Q2 2026 |
| American National Bank of Texas$105M AUM | 0.76% | $810,496 | 10.4K | Q3 2025OLDER |
| Seros Financial, LLC$157M AUM | 0.75% | $1M | 15.2K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.73% | $8M | 99.2K | Q1 2026OLDER |
| INVENIO WEALTH PARTNERS LLC$252M AUM | 0.73% | $2M | 23.9K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.73% | $2M | 28.5K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.73% | $3M | 44.7K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 0.72% | $7M | 91.2K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.71% | $990,159 | 12.8K | Q1 2026OLDER |
| KRM WEALTH MANAGEMENT L.L.C.$192M AUM | 0.70% | $1M | 17.5K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.69% | $12M | 155.8K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.68% | $178M | 2.30M | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 0.68% | $1M | 14.9K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.67% | $432M | 5.60M | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 0.67% | $2M | 21.3K | Q1 2026OLDER |
| RS CRUM INC.$517M AUM | 0.67% | $3M | 44.6K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.66% | $6M | 82.8K | Q1 2026OLDER |
| SPRING CAPITAL MANAGEMENT, LLC$198M AUM | 0.66% | $1M | 16.8K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.66% | $4M | 51.7K | Q4 2025OLDER |
| ATLANTIC FAMILY WEALTH, LLC$138M AUM | 0.65% | $899,998 | 11.7K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.65% | $13M | 167.6K | Q1 2026OLDER |
| Provident Wealth Management, LLC$331M AUM | 0.64% | $2M | 27.5K | Q1 2026OLDER |
| Phillip James Consulting Co.$132M AUM | 0.64% | $840,000 | 2.3K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.63% | $3M | 40.6K | Q2 2026 |
| Mullaney, Keating & Wright, Inc.$207M AUM | 0.62% | $1M | 16.8K | Q2 2026 |
| Cerity Partners Retirement Plan Advisors LLC$196M AUM | 0.62% | $1M | 15.8K | Q1 2026OLDER |
| Pearl Planning LLC$187M AUM | 0.62% | $1M | 15.1K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.62% | $2M | 29.1K | Q1 2026OLDER |
| Wheelhouse Advisory Group LLC$302M AUM | 0.61% | $2M | 23.9K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 0.61% | $1M | 16.8K | Q2 2026 |
| Maxele Advisors, LLC$123M AUM | 0.60% | $739,003 | 9.5K | Q4 2025OLDER |
| Amicus Financial Advisors, LLC$363M AUM | 0.60% | $2M | 28.2K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.59% | $47M | 609.6K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.59% | $8M | 104.4K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.58% | $5M | 66.6K | Q4 2025OLDER |
| FreeGulliver LLC$237M AUM | 0.58% | $1M | 17.8K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.58% | $9M | 115.7K | Q1 2026OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 0.58% | $2M | 20.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.57% | $932M | 12.07M | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.55% | $1M | 18.7K | Q1 2026OLDER |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 0.55% | $3M | 34.7K | Q2 2026 |
| CGC Financial Services, LLC$346M AUM | 0.55% | $2M | 24.5K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 0.53% | $1M | 17.2K | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 0.53% | $4M | 49.3K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.52% | $5M | 63.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.52% | $17M | 222.3K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.52% | $4M | 51.5K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.52% | $37M | 481.2K | Q1 2026OLDER |
| HT Partners LLC$361M AUM | 0.52% | $2M | 24.3K | Q2 2026 |
| Eagle Bay Advisors LLC$113M AUM | 0.51% | $577,924 | 7.5K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.50% | $21M | 273.8K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.49% | $7M | 88.2K | Q1 2026OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 0.49% | $5M | 60.2K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.49% | $4M | 49.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.49% | $1.8B | 23.55M | Q1 2026OLDER |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 0.49% | $5M | 67.7K | Q4 2025OLDER |
| 360 Financial, Inc.$332M AUM | 0.49% | $2M | 17.9K | Q3 2025OLDER |
| BOURGEON CAPITAL MANAGEMENT LLC$578M AUM | 0.48% | $3M | 35.7K | Q1 2026OLDER |
| Plum Street Advisors, LLC$289M AUM | 0.47% | $1M | 17.7K | Q1 2026OLDER |
| BANK OF STOCKTON$323M AUM | 0.47% | $2M | 19.6K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.46% | $2M | 29.9K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.45% | $769,253 | 10.0K | Q1 2026OLDER |
| Warwick Investment Management, Inc.$690M AUM | 0.45% | $3M | 40.1K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.45% | $7M | 89.9K | Q2 2026 |
| Townsend Financial Planning, LLC$103M AUM | 0.43% | $448,871 | 5.8K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.43% | $8M | 98.6K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.43% | $18M | 239.4K | Q1 2026OLDER |
| St. Louis Trust Co$856M AUM | 0.43% | $4M | 47.4K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 0.42% | $3M | 38.4K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.42% | $106M | 1.36M | Q4 2025OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.41% | $1M | 16.1K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 0.41% | $6M | 72.6K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.41% | $33M | 424.3K | Q1 2026OLDER |
| LCW Services, LLC$201M AUM | 0.41% | $763,146 | 9.8K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.40% | $2.1B | 27.76M | Q2 2026 |
| WPG Advisers, LLC$136M AUM | 0.40% | $546,049 | 7.1K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.40% | $743,904 | 9.6K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.39% | $994,800 | 12.9K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.39% | $2M | 29.1K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.39% | $32M | 418.7K | Q1 2026OLDER |
| DBK Financial Counsel, LLC$132M AUM | 0.39% | $509,920 | 6.6K | Q2 2026 |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.38% | $14M | 187.2K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.38% | $499,468 | 6.5K | Q1 2026OLDER |
| InvesTrust$238M AUM | 0.38% | $901,925 | 11.7K | Q1 2026OLDER |
| Covenant Asset Management, LLC$664M AUM | 0.38% | $3M | 32.5K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.38% | $19M | 242.5K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.36% | $12M | 153.7K | Q1 2026OLDER |
| Atlatl Advisers LLC$135M AUM | 0.36% | $488,935 | 6.3K | Q1 2026OLDER |
| Latko Wealth Management, Ltd.$205M AUM | 0.36% | $733,394 | 9.5K | Q1 2026OLDER |
| Prospera Capital Management, LLC$199M AUM | 0.35% | $700,605 | 9.1K | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.35% | $395,971 | 5.0K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.35% | $11M | 145.1K | Q1 2026OLDER |
| GOLDEN ROAD ADVISORS LLC$174M AUM | 0.35% | $607,098 | 7.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.35% | $37M | 478.6K | Q1 2026OLDER |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 0.35% | $1M | 14.9K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.35% | $6M | 79.6K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.35% | $1M | 14.3K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 0.34% | $383,353 | 5.0K | Q1 2026OLDER |
| Kondo Wealth Advisors, Inc.$266M AUM | 0.34% | $902,347 | 11.7K | Q1 2026OLDER |
| RoundAngle Advisors LLC$134M AUM | 0.34% | $449,574 | 5.8K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.33% | $3M | 38.2K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.33% | $9M | 111.6K | Q1 2026OLDER |
| Alamar Capital Management, LLC$181M AUM | 0.33% | $604,115 | 7.8K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.33% | $1M | 17.1K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.33% | $461,350 | 6.0K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.33% | $6M | 78.9K | Q1 2026OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 0.33% | $467,280 | 6.0K | Q4 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.33% | $18M | 231.8K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.32% | $491,232 | 6.4K | Q1 2026OLDER |
| Carmel Capital Partners, LLC$277M AUM | 0.32% | $888,078 | 11.5K | Q1 2026OLDER |
| Fund Evaluation Group, LLC$3.3B AUM | 0.32% | $10M | 134.1K | Q1 2026OLDER |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 0.31% | $398,183 | 5.2K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.31% | $815,656 | 10.6K | Q1 2026OLDER |
| New Covenant Trust Company, N.A.$112M AUM | 0.31% | $348,776 | 4.5K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.31% | $2M | 19.6K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.31% | $392,227 | 5.0K | Q3 2025OLDER |
| Lion Street Advisors, LLC$289M AUM | 0.31% | $893,538 | 10.1K | Q3 2025OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.31% | $708,975 | 9.2K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.30% | $9M | 119.0K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.30% | $5M | 69.6K | Q1 2026OLDER |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 0.30% | $869,140 | 11.3K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.30% | $11M | 138.3K | Q1 2026OLDER |
| FOREFRONT WEALTH MANAGEMENT INC.$139M AUM | 0.30% | $412,691 | 5.3K | Q4 2025OLDER |
| Carter Financial, LLC$115M AUM | 0.29% | $331,411 | 4.3K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.29% | $3M | 34.0K | Q1 2026OLDER |
| Arbor Wealth Advisors LLC$164M AUM | 0.29% | $468,774 | 6.1K | Q2 2026 |
| Split Rock Private Trading & Wealth Management, LLC$129M AUM | 0.29% | $368,920 | 4.8K | Q1 2026OLDER |
| Private Wealth Group, LLC$259M AUM | 0.28% | $736,090 | 9.6K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.28% | $59M | 770.4K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.27% | $6M | 71.6K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.27% | $10M | 130.8K | Q2 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.27% | $68M | 880.9K | Q1 2026OLDER |
| Courage Miller Partners, LLC$354M AUM | 0.27% | $943,062 | 12.2K | Q1 2026OLDER |
| Brookmont Capital Management$179M AUM | 0.27% | $474,969 | 6.2K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.26% | $2M | 28.6K | Q2 2026 |
| Powers Advisory Group, LLC$284M AUM | 0.26% | $746,654 | 9.7K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.26% | $1M | 18.8K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.26% | $13M | 163.0K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.26% | $2M | 24.2K | Q1 2026OLDER |
| Loudon Investment Management, LLC$186M AUM | 0.25% | $473,345 | 6.1K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 0.25% | $495,739 | 6.4K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.25% | $2M | 29.1K | Q1 2026OLDER |
| First Citizens Financial Corp$239M AUM | 0.25% | $592,431 | 7.7K | Q2 2026 |
| Alpha Financial Partners LLC$169M AUM | 0.25% | $417,652 | 5.4K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.25% | $16M | 208.2K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.25% | $5M | 60.5K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 0.24% | $653,561 | 8.5K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.24% | $19M | 245.5K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.24% | $9M | 112.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.23% | $159M | 2.07M | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.23% | $314,123 | 4.1K | Q1 2026OLDER |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.23% | $1M | 19.2K | Q1 2026OLDER |
| Partners in Financial Planning$603M AUM | 0.23% | $1M | 18.1K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.23% | $3M | 43.5K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.23% | $21M | 269.9K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.23% | $3M | 36.2K | Q1 2026OLDER |
| ATMOS ADVISORY, LLC$191M AUM | 0.23% | $395,397 | 5.1K | Q4 2025OLDER |
| Aureus Asset Management, LLC$1.5B AUM | 0.23% | $3M | 44.2K | Q1 2026OLDER |
| Swisher Financial Concepts, Inc.$179M AUM | 0.23% | $404,886 | 5.2K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.23% | $2M | 27.3K | Q1 2026OLDER |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC$107M AUM | 0.23% | $241,110 | 3.1K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.22% | $309,723 | 4.0K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.22% | $371,284 | 4.8K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.22% | $749,546 | 9.7K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.22% | $3M | 45.3K | Q1 2026OLDER |
| UNITED BANK$781M AUM | 0.22% | $2M | 22.2K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.22% | $11M | 137.1K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.22% | $3M | 34.1K | Q2 2026 |
| Apella Capital, LLC$7.1B AUM | 0.22% | $15M | 200.4K | Q2 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC$107M AUM | 0.21% | $228,033 | 2.9K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.21% | $116M | 1.50M | Q1 2026OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.21% | $3M | 32.6K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.21% | $394,690 | 5.1K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 0.21% | $249,523 | 3.2K | Q2 2026 |
| Global Financial Private Client, LLC$306M AUM | 0.21% | $636,658 | 8.2K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.21% | $18M | 233.2K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.21% | $747,708 | 9.7K | Q1 2026OLDER |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 0.21% | $395,712 | 5.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.21% | $3M | 35.6K | Q1 2026OLDER |
| Hardworking Capital Advisors, LLC$107M AUM | 0.20% | $218,805 | 2.8K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 0.20% | $998,092 | 12.9K | Q1 2026OLDER |
| Oasis Advisors, LLC$509M AUM | 0.20% | $1M | 13.6K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.20% | $374,323 | 4.8K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.20% | $681,316 | 8.8K | Q1 2026OLDER |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$390M AUM | 0.20% | $781,565 | 10.2K | Q2 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.20% | $6M | 81.6K | Q1 2026OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 0.20% | $270,130 | 3.5K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.19% | $796,961 | 10.3K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.19% | $3M | 41.1K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.19% | $35M | 450.6K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.19% | $347,542 | 4.5K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 0.19% | $382,889 | 5.0K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.19% | $733,280 | 9.5K | Q1 2026OLDER |
| Talon Private Wealth, LLC$753M AUM | 0.19% | $1M | 18.4K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.19% | $7M | 91.4K | Q1 2026OLDER |
| Shelter Mutual Insurance Co$450M AUM | 0.19% | $841,262 | 10.9K | Q1 2026OLDER |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$584M AUM | 0.19% | $1M | 14.1K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.19% | $501,742 | 6.5K | Q1 2026OLDER |
| Torrey-Payne Wealth Management, LLC$109M AUM | 0.19% | $202,289 | 2.6K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.18% | $818,667 | 10.7K | Q1 2026OLDER |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC$167M AUM | 0.18% | $306,377 | 4.0K | Q1 2026OLDER |
| RF&L WEALTH MANAGEMENT, LLC$134M AUM | 0.18% | $241,959 | 3.1K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.18% | $410,293 | 5.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.18% | $154M | 2.00M | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.18% | $2M | 21.7K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.18% | $3M | 33.9K | Q3 2025OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.18% | $260,868 | 3.4K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.17% | $35M | 457.5K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.17% | $614,662 | 8.0K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.17% | $1M | 13.4K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.17% | $14M | 175.4K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.17% | $7M | 87.0K | Q2 2026 |
| OLIO Financial Planning$361M AUM | 0.17% | $583,031 | 7.5K | Q3 2025OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.17% | $494,894 | 6.4K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.17% | $888,219 | 11.5K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.17% | $198,577 | 2.6K | Q2 2026 |
| Security Financial Services, INC.$632M AUM | 0.17% | $1M | 13.8K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.17% | $317,364 | 4.1K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.17% | $1M | 16.8K | Q4 2025OLDER |
| CLEAR WAVE WEALTH MANAGEMENT LLC$463M AUM | 0.17% | $764,049 | 9.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.16% | $6M | 74.9K | Q1 2026OLDER |
| Infinity Wealth Counsel, LLC$124M AUM | 0.16% | $201,721 | 2.6K | Q2 2026 |
| Brookstone Capital Management$8.7B AUM | 0.16% | $14M | 182.5K | Q1 2026OLDER |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 0.16% | $276,845 | 3.6K | Q1 2026OLDER |
| Brightwater Advisory LLC$151M AUM | 0.16% | $233,355 | 3.0K | Q3 2025OLDER |
| Redwood Park Advisors LLC$150M AUM | 0.16% | $239,569 | 3.1K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.16% | $5M | 67.8K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 0.16% | $278,157 | 3.6K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.16% | $2M | 27.2K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.16% | $19M | 240.6K | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.16% | $329,637 | 4.3K | Q1 2026OLDER |
| FAGAN ASSOCIATES, INC.$719M AUM | 0.16% | $1M | 14.7K | Q1 2026OLDER |
| Montz Harcus Wealth Management LLC$248M AUM | 0.16% | $389,046 | 5.0K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.16% | $601,618 | 7.8K | Q1 2026OLDER |
| Arcadia Wealth Management, Inc.$185M AUM | 0.16% | $288,885 | 3.7K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.16% | $2M | 22.2K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.15% | $290,578 | 3.8K | Q1 2026OLDER |
| Jones Kertz & Associates, Inc.$188M AUM | 0.15% | $288,499 | 3.7K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.15% | $2M | 21.3K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.15% | $7M | 91.4K | Q1 2026OLDER |
| Echo Wealth Management, LLC$174M AUM | 0.15% | $260,791 | 3.4K | Q1 2026OLDER |
| Valpey Financial Services, LLC$154M AUM | 0.15% | $230,402 | 3.0K | Q1 2026OLDER |
| BANK OF HAWAII$1.9B AUM | 0.15% | $3M | 37.0K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.15% | $325,616 | 4.2K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.15% | $84M | 1.09M | Q1 2026OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 0.15% | $291,499 | 3.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.15% | $72M | 939.7K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.15% | $283,416 | 3.7K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.15% | $4M | 52.8K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 0.15% | $291,355 | 3.8K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 0.15% | $504,217 | 6.5K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 0.15% | $517,279 | 6.6K | Q4 2025OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.14% | $422,387 | 5.5K | Q2 2026 |
| Idaho Trust Co$308M AUM | 0.14% | $436,140 | 5.7K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.14% | $13M | 163.6K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.14% | $272,966 | 3.5K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.14% | $892,973 | 11.6K | Q1 2026OLDER |
| TME FINANCIAL, INC.$144M AUM | 0.14% | $202,407 | 2.6K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.14% | $267,892 | 3.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.14% | $132M | 1.70M | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.14% | $220,272 | 2.9K | Q1 2026OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.14% | $8M | 106.8K | Q1 2026OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 0.14% | $255,775 | 3.3K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.