VANGUARD BD INDEX FDS
CUSIP 921937827
Vanguard Bd Index Fds has 1,327 institutional holders in Filings Flow’s 13F database, together reporting 447.95M shares worth $34.4B as of Q1 2026. The largest reported holders are Mercer Global Advisors Inc /Adv, Creative Planning, and Jpmorgan Chase & Co.
Institutional Holders
1,327
Q1 2026
Reported Value
$34.4B
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 |
|---|---|---|---|---|
| International City Management Association Retirement Corp$195M AUM | 24.08% | $47M | 599.5K | Q1 2026OLDER |
| Old Peak Finance LLC$171M AUM | 23.14% | $40M | 505.5K | Q1 2026OLDER |
| Windward Private Wealth Management Inc.$289M AUM | 22.85% | $66M | 843.2K | Q1 2026OLDER |
| Compass Planning Associates Inc$156M AUM | 18.34% | $29M | 365.8K | Q1 2026OLDER |
| RS CRUM INC.$517M AUM | 18.08% | $93M | 1.19M | Q1 2026OLDER |
| Integris Wealth Management, LLC$495M AUM | 14.14% | $70M | 898.7K | Q2 2026 |
| Truepoint, Inc.$4.5B AUM | 12.62% | $566M | 7.22M | Q1 2026OLDER |
| Martel Wealth Advisors LLC$587M AUM | 12.52% | $74M | 938.3K | Q1 2026OLDER |
| Aznar Financial Advisors, LLC$104M AUM | 12.40% | $13M | 163.8K | Q4 2025OLDER |
| Frankly Finances, LLC$110M AUM | 12.16% | $13M | 171.4K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 12.02% | $13M | 163.0K | Q1 2026OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 12.02% | $195M | 2.48M | Q1 2026OLDER |
| Oath Planning, LLC$113M AUM | 11.82% | $13M | 169.6K | Q1 2026OLDER |
| Fort Henry Capital, LLC$165M AUM | 11.44% | $19M | 241.3K | Q1 2026OLDER |
| Brewster Financial Planning LLC$165M AUM | 11.39% | $19M | 240.2K | Q1 2026OLDER |
| Safir Wealth Advisors, LLC$154M AUM | 10.82% | $17M | 213.7K | Q2 2026 |
| Stephenson & Company, Inc.$184M AUM | 10.30% | $19M | 242.2K | Q1 2026OLDER |
| RW Investment Management LLC$1.0B AUM | 10.15% | $105M | 1.34M | Q1 2026OLDER |
| Torrey-Payne Wealth Management, LLC$109M AUM | 10.00% | $11M | 139.1K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 9.77% | $119M | 1.50M | Q3 2025OLDER |
| Mustard Seed Financial, LLC$167M AUM | 9.60% | $16M | 204.2K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 9.22% | $11M | 139.9K | Q2 2026 |
| Sage Financial Management Group, Inc.$325M AUM | 9.10% | $30M | 377.7K | Q1 2026OLDER |
| LINCOLN NATIONAL CORP$3.5B AUM | 8.86% | $306M | 3.90M | Q1 2026OLDER |
| Trellis Wealth Advisors LLC$263M AUM | 8.00% | $21M | 268.1K | Q1 2026OLDER |
| DiPaolo Financial Group, Inc.$153M AUM | 8.00% | $12M | 157.1K | Q2 2026 |
| eCIO, Inc.$228M AUM | 7.83% | $18M | 227.4K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 7.78% | $12M | 157.2K | Q1 2026OLDER |
| Lynch Investment Planning, LLC$111M AUM | 7.72% | $9M | 109.6K | Q1 2026OLDER |
| AMES NATIONAL CORP$167M AUM | 7.67% | $13M | 163.1K | Q1 2026OLDER |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 7.60% | $43M | 550.1K | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 7.39% | $179M | 2.28M | Q1 2026OLDER |
| Fidato Wealth LLC$154M AUM | 7.20% | $11M | 141.4K | Q1 2026OLDER |
| Zeit Capital LLC$149M AUM | 7.12% | $11M | 135.7K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 6.89% | $10M | 130.4K | Q1 2026OLDER |
| RF&L WEALTH MANAGEMENT, LLC$134M AUM | 6.80% | $9M | 115.9K | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 6.42% | $49M | 628.8K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 6.39% | $14M | 174.4K | Q1 2026OLDER |
| Uptown Financial Advisors LLC$126M AUM | 6.24% | $8M | 100.2K | Q1 2026OLDER |
| Greystone Financial Group, LLC$353M AUM | 6.22% | $22M | 280.4K | Q1 2026OLDER |
| Partners in Financial Planning$603M AUM | 6.21% | $37M | 477.4K | Q1 2026OLDER |
| Waterford Advisors, LLC$315M AUM | 6.00% | $19M | 396.1K | Q1 2026OLDER |
| SFAM, LLC$108M AUM | 5.97% | $6M | 82.0K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 5.93% | $43M | 543.5K | Q1 2026OLDER |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 5.75% | $63M | 800.1K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 5.57% | $1.4B | 17.53M | Q1 2026OLDER |
| Krane Financial Solutions LLC$147M AUM | 5.46% | $8M | 102.4K | Q1 2026OLDER |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 5.35% | $6M | 77.9K | Q1 2026OLDER |
| PCG ASSET MANAGEMENT, LLC$125M AUM | 5.35% | $7M | 85.3K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 5.33% | $13M | 161.5K | Q1 2026OLDER |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 5.30% | $23M | 299.3K | Q1 2026OLDER |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 5.27% | $8M | 105.3K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 5.27% | $3.6B | 45.43M | Q1 2026OLDER |
| JMN Financial LLC$102M AUM | 5.22% | $5M | 67.7K | Q1 2026OLDER |
| Human Investing LLC$687M AUM | 5.13% | $35M | 449.4K | Q1 2026OLDER |
| Gemmer Asset Management LLC$1.3B AUM | 5.08% | $64M | 820.4K | Q1 2026OLDER |
| Your Advocates Ltd., LLP$328M AUM | 5.07% | $17M | 211.8K | Q1 2026OLDER |
| Vertrix Wealth Management, LLC$297M AUM | 5.01% | $15M | 190.8K | Q2 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM | 4.99% | $7M | 88.6K | Q3 2025OLDER |
| REDW Wealth LLC$251M AUM | 4.98% | $12M | 159.3K | Q1 2026OLDER |
| Belleair Asset Management, LLC$110M AUM | 4.91% | $5M | 68.7K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 4.90% | $54M | 694.8K | Q1 2026OLDER |
| Cooke Wealth Management, LLC$113M AUM | 4.77% | $5M | 68.6K | Q1 2026OLDER |
| Parker Financial LLC$250M AUM | 4.76% | $12M | 152.2K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 4.72% | $9M | 109.3K | Q1 2026OLDER |
| HTG Investment Advisors, Inc.$352M AUM | 4.71% | $17M | 211.3K | Q1 2026OLDER |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 4.60% | $6M | 80.2K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 4.59% | $1.8B | 22.55M | Q1 2026OLDER |
| RESOLUTE CAPITAL, LLC$247M AUM | 4.55% | $11M | 143.2K | Q1 2026OLDER |
| MilWealth Group LLC$420M AUM | 4.54% | $19M | 243.2K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 4.54% | $18M | 226.8K | Q1 2026OLDER |
| Tribridge Partners Financial LLC$242M AUM | 4.44% | $11M | 137.3K | Q1 2026OLDER |
| Adaptive Financial Consulting, LLC$261M AUM | 4.43% | $12M | 147.5K | Q1 2026OLDER |
| Exeter Financial, LLC$245M AUM | 4.42% | $11M | 138.0K | Q1 2026OLDER |
| BetterWealth, LLC$510M AUM | 4.39% | $22M | 285.7K | Q1 2026OLDER |
| Tillman Hartley LLC$398M AUM | 4.31% | $17M | 219.2K | Q1 2026OLDER |
| Fortis Advisors, LLC$200M AUM | 4.30% | $9M | 109.4K | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 4.29% | $55M | 705.8K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 4.20% | $9M | 115.0K | Q1 2026OLDER |
| Wiser Wealth Management, Inc$464M AUM | 4.12% | $19M | 243.5K | Q1 2026OLDER |
| Echo45 Advisors LLC$178M AUM | 4.06% | $7M | 92.0K | Q1 2026OLDER |
| Eaton-Cambridge Inc.$320M AUM | 3.96% | $13M | 161.3K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 3.92% | $12M | 147.4K | Q1 2026OLDER |
| Pacific Park Financial, Inc.$153M AUM | 3.88% | $6M | 75.7K | Q1 2026OLDER |
| Wealth Dimensions Group, Ltd.$508M AUM | 3.87% | $20M | 251.0K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 3.84% | $25M | 325.9K | Q2 2026 |
| Pines Wealth Management, LLC$309M AUM | 3.71% | $11M | 146.1K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 3.64% | $14M | 179.1K | Q1 2026OLDER |
| Stone Summit Wealth LLC$359M AUM | 3.63% | $13M | 166.4K | Q1 2026OLDER |
| DBK Financial Counsel, LLC$132M AUM | 3.63% | $5M | 61.1K | Q2 2026 |
| Infinity Wealth Counsel, LLC$124M AUM | 3.60% | $4M | 57.2K | Q2 2026 |
| Clark Asset Management, LLC$1.3B AUM | 3.57% | $46M | 584.4K | Q2 2026 |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 3.57% | $7M | 94.1K | Q1 2026OLDER |
| Efficient Advisors, LLC$1.4B AUM | 3.56% | $50M | 639.3K | Q1 2026OLDER |
| Vistica Wealth Advisors, LLC$100M AUM | 3.52% | $4M | 45.1K | Q1 2026OLDER |
| Sage Investment Advisers LLC$149M AUM | 3.48% | $5M | 66.5K | Q2 2026 |
| Apex Wealth Management, LLC$146M AUM | 3.41% | $5M | 63.4K | Q1 2026OLDER |
| Manuka Financial, LLC$162M AUM | 3.41% | $6M | 70.4K | Q1 2026OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 3.40% | $34M | 436.4K | Q1 2026OLDER |
| Berkshire Money Management, Inc.$976M AUM | 3.39% | $33M | 421.6K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 3.33% | $6M | 77.6K | Q2 2026 |
| Arcadia Wealth Management, LLC$276M AUM | 3.28% | $9M | 115.6K | Q1 2026OLDER |
| Red Mountain Financial, LLC$106M AUM | 3.26% | $3M | 44.2K | Q1 2026OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 3.24% | $6M | 81.7K | Q1 2026OLDER |
| SIGNAL TREE FINANCIAL PARTNERS LLC$132M AUM | 3.20% | $4M | 54.1K | Q1 2026OLDER |
| Valpey Financial Services, LLC$154M AUM | 3.19% | $5M | 62.6K | Q1 2026OLDER |
| Gladwyn Financial Advisors, Inc.$160M AUM | 3.14% | $5M | 64.4K | Q2 2026 |
| Forza Wealth Management, LLC$287M AUM | 3.05% | $9M | 111.6K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 3.00% | $21M | 267.1K | Q1 2026OLDER |
| City State Bank$385M AUM | 2.99% | $12M | 146.8K | Q1 2026OLDER |
| Integrity Investment Advisors, LLC$184M AUM | 2.98% | $5M | 70.1K | Q1 2026OLDER |
| WIT, LLC$5.3B AUM | 2.97% | $157M | 2.01M | Q1 2026OLDER |
| Somnio Financial Group, LLC$169M AUM | 2.96% | $5M | 64.2K | Q2 2026 |
| VCI Wealth Management LLC$361M AUM | 2.95% | $11M | 135.8K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 2.80% | $92M | 1.18M | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 2.80% | $3M | 37.9K | Q1 2026OLDER |
| Symmetry Partners, LLC$1.8B AUM | 2.78% | $49M | 620.4K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 2.72% | $5M | 58.3K | Q1 2026OLDER |
| Sunesis Advisors, LLC$221M AUM | 2.71% | $6M | 76.4K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 2.68% | $8M | 96.9K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 2.68% | $7M | 87.6K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 2.67% | $8M | 99.1K | Q1 2026OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 2.65% | $10M | 123.0K | Q1 2026OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 2.63% | $69M | 883.4K | Q1 2026OLDER |
| Mills Wealth Advisors LLC$318M AUM | 2.63% | $8M | 107.3K | Q2 2026 |
| Essential Planning, LLC.$315M AUM | 2.59% | $8M | 103.9K | Q1 2026OLDER |
| Eschler Asset Management LLP$100M AUM | 2.59% | $4M | 48.7K | Q4 2025OLDER |
| United Financial Planning Group LLC$169M AUM | 2.58% | $4M | 55.7K | Q1 2026OLDER |
| INVESTMENT PARTNERS, LTD.$281M AUM | 2.58% | $7M | 92.3K | Q1 2026OLDER |
| Darrow Company, Inc.$222M AUM | 2.55% | $6M | 72.1K | Q1 2026OLDER |
| STERLING INVESTMENT MANAGEMENT, LLC$167M AUM | 2.53% | $4M | 53.9K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 2.53% | $5M | 62.5K | Q1 2026OLDER |
| Wealthquest Corp$1.4B AUM | 2.53% | $36M | 455.0K | Q2 2026 |
| BancFirst Trust & Investment Management$226M AUM | 2.51% | $6M | 72.5K | Q1 2026OLDER |
| BLUESTEM FINANCIAL ADVISORS, LLC$259M AUM | 2.50% | $6M | 82.7K | Q1 2026OLDER |
| Leo H. Evart, Inc.$117M AUM | 2.48% | $3M | 37.0K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 2.44% | $23M | 295.4K | Q1 2026OLDER |
| Bull Oak Capital, LLC$260M AUM | 2.39% | $6M | 79.4K | Q1 2026OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 2.32% | $7M | 89.3K | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 2.31% | $25M | 318.1K | Q2 2026 |
| AHL INVESTMENT MANAGEMENT, INC.$146M AUM | 2.30% | $3M | 42.7K | Q3 2025OLDER |
| Centennial Bank/AR/$279M AUM | 2.25% | $6M | 80.0K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 2.23% | $34M | 432.0K | Q1 2026OLDER |
| Alaska Wealth Advisors, LLC$833M AUM | 2.23% | $19M | 237.1K | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 2.23% | $5M | 69.5K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 2.21% | $10M | 133.4K | Q1 2026OLDER |
| Arbor Wealth Advisors LLC$164M AUM | 2.21% | $4M | 46.4K | Q2 2026 |
| Accredited Wealth Management, LLC$134M AUM | 2.19% | $3M | 6.4K | Q3 2025OLDER |
| Trajan Wealth LLC$2.5B AUM | 2.17% | $54M | 684.4K | Q1 2026OLDER |
| Prudent Man Advisors, LLC$334M AUM | 2.14% | $7M | 91.1K | Q1 2026OLDER |
| Woodside Wealth Management LLC$128M AUM | 2.14% | $3M | 34.9K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 2.11% | $12M | 154.8K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 2.11% | $10M | 130.9K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 2.08% | $9M | 117.3K | Q1 2026OLDER |
| Members Advisory Group LLC$292M AUM | 2.04% | $6M | 75.9K | Q1 2026OLDER |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$584M AUM | 2.01% | $12M | 149.5K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 1.99% | $2.9B | 37.38M | Q1 2026OLDER |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 1.98% | $16M | 205.5K | Q2 2026 |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 1.95% | $10M | 131.7K | Q3 2025OLDER |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM | 1.90% | $2M | 27.0K | Q1 2026OLDER |
| BARR E S & CO$1.7B AUM | 1.86% | $32M | 407.6K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 1.85% | $26M | 328.4K | Q2 2026 |
| Consilium Wealth Advisory, LLC$293M AUM | 1.80% | $5M | 67.4K | Q1 2026OLDER |
| Arcataur Capital Management LLC$359M AUM | 1.75% | $6M | 80.2K | Q1 2026OLDER |
| Virtus Wealth Solutions LLC$525M AUM | 1.75% | $9M | 116.9K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 1.73% | $123M | 1.58M | Q2 2026 |
| XML Financial, LLC$1.2B AUM | 1.72% | $21M | 271.6K | Q1 2026OLDER |
| Richmond Brothers, Inc.$150M AUM | 1.69% | $3M | 32.4K | Q1 2026OLDER |
| Harfst & Associates, Inc.$560M AUM | 1.68% | $9M | 120.2K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 1.66% | $3M | 37.0K | Q1 2026OLDER |
| Pearl Planning LLC$187M AUM | 1.66% | $3M | 39.6K | Q1 2026OLDER |
| FIDELIS iM, LLC$264M AUM | 1.65% | $4M | 55.5K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 1.63% | $10M | 127.1K | Q1 2026OLDER |
| Harpswell Capital Advisors, LLC$134M AUM | 1.61% | $2M | 27.5K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 1.60% | $3M | 34.2K | Q1 2026OLDER |
| BHK Investment Advisors, LLC$299M AUM | 1.60% | $5M | 61.0K | Q1 2026OLDER |
| Madrid Wealth Management, LLC$133M AUM | 1.57% | $2M | 26.5K | Q1 2026OLDER |
| ATLas Financial Planning LLC$112M AUM | 1.57% | $2M | 22.3K | Q1 2026OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 1.56% | $28M | 353.1K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 1.55% | $6M | 78.7K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 1.55% | $20M | 257.9K | Q1 2026OLDER |
| Good Steward Wealth Advisors,LLC$156M AUM | 1.52% | $2M | 30.2K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 1.50% | $126M | 1.61M | Q1 2026OLDER |
| Disciplina Capital Management LLC$944M AUM | 1.49% | $14M | 179.2K | Q1 2026OLDER |
| GreatBanc Trust CO$143M AUM | 1.49% | $2M | 27.1K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 1.48% | $265M | 3.38M | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 1.47% | $91M | 1.17M | Q1 2026OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 1.47% | $2M | 24.9K | Q1 2026OLDER |
| Paladin Partners, LLC$139M AUM | 1.46% | $2M | 25.8K | Q2 2026 |
| Crews Bank & Trust$766M AUM | 1.44% | $11M | 142.0K | Q2 2026 |
| Austin Asset Management Co Inc$608M AUM | 1.44% | $9M | 111.5K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 1.43% | $4M | 55.0K | Q1 2026OLDER |
| Neumann Capital Management, LLC$340M AUM | 1.42% | $5M | 61.6K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 1.40% | $2M | 28.1K | Q1 2026OLDER |
| Sellwood Investment Partners LLC$254M AUM | 1.40% | $4M | 45.3K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 1.39% | $4M | 44.9K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 1.39% | $5M | 70.1K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 1.39% | $21M | 264.0K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 1.36% | $5M | 58.6K | Q1 2026OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 1.36% | $4M | 49.2K | Q2 2026 |
| Powerhouse Assets LLC$115M AUM | 1.36% | $2M | 19.9K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 1.35% | $44M | 564.7K | Q1 2026OLDER |
| Allodium Investment Consultants, LLC$209M AUM | 1.33% | $3M | 35.5K | Q1 2026OLDER |
| UNITED SERVICES AUTOMOBILE ASSOCIATION$851M AUM | 1.32% | $11M | 143.0K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 1.31% | $2M | 28.2K | Q3 2025OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 1.31% | $9M | 120.4K | Q1 2026OLDER |
| Financial Concepts Unlimited, Inc.$112M AUM | 1.31% | $1M | 18.6K | Q1 2026OLDER |
| Aletheian Wealth Advisors LLC$234M AUM | 1.30% | $3M | 39.1K | Q2 2026 |
| AUA CAPITAL MANAGEMENT, LLC$196M AUM | 1.29% | $3M | 32.2K | Q1 2026OLDER |
| Cerity Partners Retirement Plan Advisors LLC$196M AUM | 1.27% | $2M | 31.8K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 1.26% | $3M | 42.2K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 1.23% | $46M | 602.4K | Q2 2026 |
| Hershey Financial Advisers, LLC$116M AUM | 1.22% | $1M | 18.1K | Q1 2026OLDER |
| Courage Miller Partners, LLC$354M AUM | 1.22% | $4M | 55.1K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 1.20% | $3M | 35.4K | Q1 2026OLDER |
| Enstar Group LTD$217M AUM | 1.16% | $3M | 32.2K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 1.15% | $18M | 228.8K | Q2 2026 |
| LEGACY SOLUTIONS, LLC$124M AUM | 1.14% | $1M | 18.1K | Q2 2026 |
| Level Wealth Management LLC$213M AUM | 1.14% | $2M | 30.9K | Q1 2026OLDER |
| Evergreen Wealth Management, LLC$194M AUM | 1.10% | $2M | 27.2K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 1.09% | $8M | 105.6K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 1.08% | $10M | 127.5K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 1.08% | $19M | 239.5K | Q1 2026OLDER |
| Nearwater Capital Markets, Ltd$4.2B AUM | 1.08% | $63M | 800.0K | Q4 2025OLDER |
| BRIGHTON SECURITIES CORP.$233M AUM | 1.06% | $2M | 31.7K | Q2 2026 |
| HT Partners LLC$361M AUM | 1.06% | $4M | 49.1K | Q2 2026 |
| TFC Financial Management, Inc.$812M AUM | 1.05% | $9M | 108.9K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 1.05% | $2M | 27.6K | Q1 2026OLDER |
| HMV Wealth Advisors, LLC$213M AUM | 1.03% | $2M | 28.1K | Q1 2026OLDER |
| Forum Private Client Group LLC$300M AUM | 1.03% | $3M | 39.4K | Q1 2026OLDER |
| Parkwoods Wealth Partners, LLC$408M AUM | 1.02% | $4M | 53.3K | Q1 2026OLDER |
| Womack Financial LLC$136M AUM | 1.02% | $1M | 17.7K | Q1 2026OLDER |
| Sagace Wealth Management LLC$149M AUM | 1.01% | $2M | 19.2K | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 1.01% | $8M | 99.1K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 1.01% | $2M | 23.8K | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 1.01% | $3M | 39.9K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 1.00% | $5M | 62.7K | Q1 2026OLDER |
| McLaughlin Asset Management, Inc.$105M AUM | 1.00% | $1M | 13.3K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.99% | $2M | 19.2K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.99% | $2M | 27.3K | Q1 2026OLDER |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 0.99% | $14M | 180.0K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.97% | $7M | 88.8K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 0.94% | $2M | 27.7K | Q1 2026OLDER |
| SHUTTLEWORTH & Co$111M AUM | 0.93% | $1M | 13.1K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.93% | $151M | 1.92M | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.92% | $35M | 440.8K | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 0.92% | $5M | 61.4K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.91% | $13M | 165.4K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.91% | $178M | 2.27M | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.90% | $20M | 254.0K | Q1 2026OLDER |
| Slow Capital, Inc.$770M AUM | 0.89% | $7M | 87.2K | Q1 2026OLDER |
| Jacobsen Capital Management$296M AUM | 0.88% | $3M | 33.4K | Q1 2026OLDER |
| Leeward Financial Partners, LLC$336M AUM | 0.88% | $3M | 37.8K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.88% | $505M | 6.44M | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.88% | $5M | 62.9K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.87% | $5M | 67.8K | Q1 2026OLDER |
| Wela Strategies, Inc.$264M AUM | 0.87% | $2M | 29.0K | Q3 2025OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.86% | $7M | 87.0K | Q3 2025OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.86% | $3M | 42.4K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.85% | $2M | 30.7K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.85% | $12M | 148.6K | Q2 2026 |
| Generations Wealth, LLC$103M AUM | 0.84% | $866,509 | 11.1K | Q1 2026OLDER |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM | 0.84% | $5M | 60.5K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.83% | $15M | 185.1K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.82% | $15M | 193.1K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.82% | $2M | 26.5K | Q1 2026OLDER |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 0.81% | $2M | 30.2K | Q1 2026OLDER |
| TrustWell Financial Advisors, LLC$106M AUM | 0.80% | $854,986 | 10.9K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.79% | $1M | 18.8K | Q1 2026OLDER |
| Atlatl Advisers LLC$135M AUM | 0.79% | $1M | 13.6K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.79% | $30M | 385.6K | Q2 2026 |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.78% | $30M | 377.2K | Q1 2026OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 0.78% | $4M | 48.5K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 0.77% | $1M | 17.2K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 0.77% | $3M | 37.4K | Q2 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.77% | $19M | 240.6K | Q2 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.77% | $33M | 421.1K | Q1 2026OLDER |
| One Wealth Map LLC$213M AUM | 0.76% | $2M | 20.7K | Q1 2026OLDER |
| Prostatis Group LLC$391M AUM | 0.74% | $3M | 37.0K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.74% | $54M | 684.5K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.73% | $2M | 29.8K | Q1 2026OLDER |
| Bath Savings Trust Co$965M AUM | 0.72% | $7M | 89.3K | Q2 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$390M AUM | 0.72% | $3M | 35.9K | Q2 2026 |
| HBE Wealth Management, LLC$115M AUM | 0.72% | $820,321 | 10.5K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 0.71% | $4M | 50.7K | Q1 2026OLDER |
| BDFS Capital LLC$230M AUM | 0.71% | $2M | 20.8K | Q2 2026 |
| Riverbend Wealth Management, LLC$175M AUM | 0.70% | $1M | 15.6K | Q1 2026OLDER |
| MOLLER WEALTH PARTNERS$507M AUM | 0.70% | $4M | 45.0K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.70% | $17M | 212.4K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.68% | $15M | 185.5K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.67% | $2M | 25.8K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.67% | $1M | 16.5K | Q1 2026OLDER |
| Provident Wealth Management, LLC$331M AUM | 0.67% | $2M | 28.2K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.67% | $3M | 33.9K | Q1 2026OLDER |
| Phil A. Younker & Associates, Ltd.$150M AUM | 0.66% | $995,023 | 12.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.66% | $2.5B | 31.52M | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.66% | $57M | 725.6K | Q1 2026OLDER |
| Wilkins Miller Wealth Management, LLC$165M AUM | 0.66% | $1M | 13.8K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.64% | $5M | 69.2K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.64% | $30M | 381.9K | Q1 2026OLDER |
| Financial Plan, Inc.$933M AUM | 0.64% | $6M | 75.7K | Q1 2026OLDER |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 0.63% | $1M | 14.3K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.62% | $27M | 343.5K | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 0.62% | $2M | 20.9K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 0.61% | $2M | 31.7K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.61% | $7M | 95.4K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.61% | $2M | 27.3K | Q1 2026OLDER |
| Greenbush Financial Group, LLC$302M AUM | 0.61% | $2M | 23.5K | Q1 2026OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 0.60% | $6M | 72.5K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.60% | $10M | 123.8K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.60% | $8M | 107.3K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.59% | $9M | 112.0K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.59% | $58M | 744.6K | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 0.58% | $2M | 21.6K | Q3 2025OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.58% | $82M | 1.05M | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$179M AUM | 0.58% | $712,355 | 9.1K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.57% | $3M | 42.0K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.57% | $12M | 148.6K | Q3 2025OLDER |
| Phillip James Consulting Co.$132M AUM | 0.57% | $749,000 | 9.5K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.57% | $14M | 176.2K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.57% | $2M | 31.4K | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 0.57% | $2M | 24.0K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 0.56% | $3M | 32.3K | Q1 2026OLDER |
| Navigate Wealth Management, LLC$142M AUM | 0.56% | $795,917 | 10.2K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.55% | $50M | 633.9K | Q1 2026OLDER |
| Navalign, LLC$396M AUM | 0.54% | $2M | 27.4K | Q1 2026OLDER |
| Lighthouse Wealth Management Inc.$147M AUM | 0.53% | $779,333 | 9.9K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.53% | $816,092 | 10.4K | Q1 2026OLDER |
| Kondo Wealth Advisors, Inc.$266M AUM | 0.53% | $1M | 17.8K | Q1 2026OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.52% | $2M | 27.6K | Q4 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.52% | $4M | 46.2K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.52% | $8M | 98.4K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 0.51% | $1M | 14.3K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.51% | $2M | 26.1K | Q1 2026OLDER |
| VERITY Wealth Advisors$150M AUM | 0.51% | $765,830 | 9.8K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.51% | $96M | 1.23M | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.51% | $811,095 | 10.3K | Q4 2025OLDER |
| Townsend Financial Planning, LLC$103M AUM | 0.50% | $521,767 | 6.7K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.50% | $83M | 1.06M | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.50% | $102M | 1.30M | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 0.50% | $549,388 | 7.0K | Q1 2026OLDER |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC$167M AUM | 0.50% | $833,719 | 10.6K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.50% | $7M | 84.1K | Q4 2025OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.49% | $2M | 21.1K | Q1 2026OLDER |
| Columbia Asset Management$525M AUM | 0.49% | $3M | 32.7K | Q1 2026OLDER |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.$128M AUM | 0.49% | $621,948 | 7.9K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.48% | $7M | 89.2K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.48% | $4M | 55.4K | Q1 2026OLDER |
| Gridiron Partners, LLC$164M AUM | 0.48% | $780,883 | 10.0K | Q1 2026OLDER |
| AMARA FINANCIAL, LLC.$145M AUM | 0.48% | $688,759 | 8.7K | Q4 2025OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 0.48% | $806,608 | 10.3K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.48% | $97M | 1.24M | Q2 2026 |
| WBH ADVISORY INC$1.3B AUM | 0.48% | $6M | 81.4K | Q1 2026OLDER |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.47% | $974,855 | 12.4K | Q1 2026OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.47% | $2M | 28.1K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 0.47% | $2M | 20.2K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.47% | $13M | 164.5K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.46% | $8M | 102.6K | Q1 2026OLDER |
| Cornerstone Investment Partners, LLC$2.4B AUM | 0.46% | $11M | 140.1K | Q1 2026OLDER |
| Cauble & Harre Wealth Management, Inc.$126M AUM | 0.46% | $575,263 | 7.4K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.46% | $7M | 91.1K | Q1 2026OLDER |
| Loudon Investment Management, LLC$186M AUM | 0.46% | $846,906 | 10.8K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.45% | $2M | 22.4K | Q1 2026OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 0.45% | $3M | 35.4K | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 0.45% | $528,039 | 6.7K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.44% | $6M | 78.2K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.44% | $3M | 35.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.43% | $46M | 588.4K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.43% | $707,124 | 9.0K | Q1 2026OLDER |
| CACTI ASSET MANAGEMENT LLC$2.0B AUM | 0.43% | $9M | 110.3K | Q2 2026 |
| Center For Asset Management LLC$201M AUM | 0.43% | $864,783 | 11.0K | Q1 2026OLDER |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 0.43% | $478,379 | 6.1K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.42% | $1M | 16.4K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.42% | $509,665 | 6.5K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.42% | $3M | 42.5K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.41% | $571,923 | 7.3K | Q1 2026OLDER |
| FIRST HAWAIIAN BANK$790M AUM | 0.41% | $3M | 41.6K | Q2 2026 |
| Life Planning Partners, Inc$131M AUM | 0.41% | $537,971 | 6.9K | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 0.41% | $6M | 73.5K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.40% | $282M | 3.62M | Q1 2026OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.40% | $1M | 19.1K | Q1 2026OLDER |
| CUMBERLAND ADVISORS INC$255M AUM | 0.40% | $1M | 13.0K | Q1 2026OLDER |
| Wealth Forward, LLC$177M AUM | 0.40% | $705,768 | 9.0K | Q1 2026OLDER |
| Chico Wealth RIA$164M AUM | 0.40% | $651,111 | 8.3K | Q1 2026OLDER |
| Sidoxia Capital Management, LLC$116M AUM | 0.40% | $459,275 | 5.9K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.40% | $2M | 20.9K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.40% | $5M | 66.7K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.39% | $715,413 | 9.1K | Q1 2026OLDER |
| RoundAngle Advisors LLC$134M AUM | 0.39% | $527,229 | 6.7K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.39% | $3M | 32.4K | Q1 2026OLDER |
| Hardworking Capital Advisors, LLC$107M AUM | 0.39% | $415,573 | 5.3K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.39% | $1M | 15.1K | Q1 2026OLDER |
| APS Management Group, Inc.$130M AUM | 0.39% | $502,019 | 6.4K | Q2 2026 |
| Affinity Capital Advisors, LLC$810M AUM | 0.38% | $3M | 39.9K | Q2 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.38% | $69M | 883.4K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.38% | $14M | 183.5K | Q2 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.38% | $16M | 201.1K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.38% | $267M | 3.40M | Q1 2026OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 0.38% | $635,670 | 8.1K | Q1 2026OLDER |
| FMB WEALTH MANAGEMENT$242M AUM | 0.37% | $904,305 | 11.5K | Q1 2026OLDER |
| SpringVest Wealth Management LLC$146M AUM | 0.37% | $546,717 | 7.0K | Q1 2026OLDER |
| Winter & Associates, Inc.$133M AUM | 0.37% | $425,281 | 5.4K | Q1 2026OLDER |
| Wealth Architects, LLC$1.1B AUM | 0.37% | $4M | 53.2K | Q1 2026OLDER |
| Flatrock Wealth Partners LLC$208M AUM | 0.37% | $774,433 | 9.8K | Q1 2026OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 0.37% | $11M | 139.6K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.37% | $32M | 412.4K | Q1 2026OLDER |
| Reliant Investment Partners, LLC$121M AUM | 0.36% | $439,880 | 5.6K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.36% | $13M | 168.0K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.36% | $541,159 | 6.9K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.36% | $820,278 | 10.5K | Q1 2026OLDER |
| Brookmont Capital Management$179M AUM | 0.36% | $642,256 | 8.2K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 0.36% | $817,035 | 10.4K | Q1 2026OLDER |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.36% | $1M | 15.1K | Q2 2026 |
| Arax Advisory Partners$3.5B AUM | 0.36% | $13M | 160.9K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.35% | $766,489 | 9.8K | Q1 2026OLDER |
| Saiph Capital, LLC$264M AUM | 0.35% | $934,726 | 11.9K | Q1 2026OLDER |
| Mengis Capital Management, Inc.$581M AUM | 0.35% | $2M | 26.0K | Q1 2026OLDER |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 0.35% | $666,277 | 8.5K | Q1 2026OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 0.35% | $4M | 49.5K | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 0.35% | $962,150 | 12.2K | Q3 2025OLDER |
| Alamar Capital Management, LLC$181M AUM | 0.35% | $628,510 | 8.0K | Q1 2026OLDER |
| HALL LAURIE J TRUSTEE$322M AUM | 0.35% | $1M | 14.3K | Q2 2026 |
| REICON WEALTH ADVISORS, LLC$132M AUM | 0.34% | $450,858 | 5.8K | Q1 2026OLDER |
| Independent Family Office, LLC$243M AUM | 0.34% | $829,735 | 10.6K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.34% | $11M | 141.1K | Q2 2026 |
| Legacy Financial Group LLC$795M AUM | 0.34% | $3M | 34.4K | Q1 2026OLDER |
| Legacy Advisory Services, LLC$131M AUM | 0.34% | $450,399 | 5.7K | Q4 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.34% | $16M | 208.1K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.34% | $2M | 21.0K | Q1 2026OLDER |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 0.34% | $1M | 16.6K | Q2 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.33% | $20M | 261.1K | Q1 2026OLDER |
| Hillcrest Wealth Advisors - NY, LLC$247M AUM | 0.33% | $813,425 | 10.4K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.33% | $4M | 52.2K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.32% | $752,050 | 9.6K | Q1 2026OLDER |
| BANK OF HAWAII$1.9B AUM | 0.32% | $6M | 78.7K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 0.32% | $857,805 | 10.9K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.32% | $7M | 88.8K | Q1 2026OLDER |
| J.M. Arbour, LLC$104M AUM | 0.32% | $334,709 | 4.3K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.32% | $37M | 476.1K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.31% | $2M | 19.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.31% | $223M | 2.85M | Q1 2026OLDER |
| Vines Capital Management, LLC$101M AUM | 0.31% | $312,621 | 4.0K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 0.31% | $2M | 23.1K | Q1 2026OLDER |
| Powers Advisory Group, LLC$284M AUM | 0.31% | $874,470 | 11.2K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.31% | $3M | 43.9K | Q1 2026OLDER |
| LongView Wealth Management$390M AUM | 0.30% | $1M | 15.2K | Q2 2026 |
| FORTRESS FINANCIAL GROUP, LLC$135M AUM | 0.30% | $393,043 | 5.0K | Q3 2025OLDER |
| Physician Wealth Solutions Inc.$242M AUM | 0.30% | $724,900 | 9.2K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.30% | $3M | 37.9K | Q2 2026 |
| CogentBlue Wealth Advisors, LLC$149M AUM | 0.30% | $444,799 | 5.7K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.30% | $3M | 43.3K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.30% | $26M | 337.3K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.30% | $857,455 | 10.9K | Q1 2026OLDER |
| Matisse Capital$234M AUM | 0.29% | $691,027 | 8.8K | Q1 2026OLDER |
| Clientfirst Wealth Management, LLC$118M AUM | 0.29% | $347,905 | 4.4K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 0.29% | $1M | 17.0K | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.29% | $3M | 44.5K | Q1 2026OLDER |
| Livet Wealth, LLC$157M AUM | 0.29% | $457,477 | 5.8K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.29% | $22M | 288.2K | Q1 2026OLDER |
| Roan Capital Partners$121M AUM | 0.29% | $309,406 | 3.9K | Q1 2026OLDER |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 0.29% | $1M | 17.8K | Q2 2026 |
| Savant Capital, LLC$20.7B AUM | 0.28% | $59M | 751.0K | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 0.28% | $2M | 24.0K | Q1 2026OLDER |
| Burt Wealth Advisors$407M AUM | 0.28% | $1M | 14.5K | Q3 2025OLDER |
| Pine Harbor Wealth Management, LLC$334M AUM | 0.28% | $937,688 | 12.0K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.28% | $528,621 | 6.8K | Q1 2026OLDER |
| Mainstream Capital Management LLC$149M AUM | 0.28% | $415,416 | 5.3K | Q1 2026OLDER |
| FSA Investment Group, LLC$248M AUM | 0.28% | $691,792 | 8.8K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.28% | $1M | 15.9K | Q1 2026OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.28% | $2M | 27.3K | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.28% | $2M | 23.8K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.28% | $569,335 | 7.3K | Q1 2026OLDER |
| Shore Point Advisors, LLC$253M AUM | 0.28% | $650,069 | 8.2K | Q4 2025OLDER |
| Shepherd Street Advisors LLC$101M AUM | 0.27% | $278,669 | 3.6K | Q1 2026OLDER |
| Serenity Investment Advisors$214M AUM | 0.27% | $583,950 | 7.5K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.27% | $6M | 78.3K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.27% | $532,538 | 6.8K | Q1 2026OLDER |
| Amicus Financial Advisors, LLC$363M AUM | 0.27% | $976,457 | 12.5K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 0.27% | $1M | 18.0K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.27% | $2M | 22.8K | Q1 2026OLDER |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 0.27% | $352,211 | 4.5K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.27% | $587,638 | 7.5K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.27% | $23M | 297.2K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 0.27% | $912,760 | 11.6K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.27% | $911,860 | 11.6K | Q1 2026OLDER |
| Tumwater Wealth Management, LLC$249M AUM | 0.27% | $660,291 | 8.4K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.26% | $567,994 | 7.2K | Q3 2025OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.26% | $2M | 29.6K | Q2 2026 |
| SAM Advisors, LLC$319M AUM | 0.26% | $832,859 | 10.6K | Q1 2026OLDER |
| PMG Wealth Management, Inc.$139M AUM | 0.26% | $358,872 | 4.6K | Q1 2026OLDER |
| DUTCH ASSET Corp$149M AUM | 0.26% | $383,503 | 4.9K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.26% | $4M | 50.5K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.26% | $652,214 | 8.3K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.25% | $5M | 62.0K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.25% | $12M | 151.5K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.25% | $4M | 52.0K | Q2 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.25% | $14M | 176.6K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.25% | $729,341 | 9.3K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.25% | $2M | 20.5K | Q2 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.25% | $21M | 263.8K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.