VANGUARD WHITEHALL FDS
CUSIP 921946794
Vanguard Whitehall Fds has 822 institutional holders in Filings Flow’s 13F database, together reporting 75.75M shares worth $7.0B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Ubs Group AG.
Institutional Holders
822
Q1 2026
Reported Value
$7.0B
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 |
|---|---|---|---|---|
| Main Line Retirement Advisors, LLC$200M AUM | 11.84% | $24M | 251.6K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 9.79% | $27M | 282.7K | Q1 2026OLDER |
| AAF Wealth Management, LLC$244M AUM | 9.34% | $23M | 241.5K | Q1 2026OLDER |
| Barry Investment Advisors, LLC$478M AUM | 8.74% | $42M | 425.6K | Q2 2026 |
| Troutman Wealth Management, LLC$120M AUM | 8.74% | $10M | 111.2K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 8.52% | $60M | 637.7K | Q1 2026OLDER |
| Tull Financial Group, Inc.$224M AUM | 7.53% | $17M | 179.0K | Q1 2026OLDER |
| Gilbert Capital Group, Inc.$129M AUM | 6.41% | $8M | 88.0K | Q1 2026OLDER |
| WEST BANCORPORATION INC$200M AUM | 6.26% | $13M | 133.2K | Q1 2026OLDER |
| Orgel Wealth Management, LLC$4.6B AUM | 6.22% | $289M | 3.06M | Q1 2026OLDER |
| ADG Wealth Management Group, LLC$145M AUM | 6.08% | $9M | 93.4K | Q1 2026OLDER |
| LS Investment Advisors, LLC$668M AUM | 5.94% | $40M | 421.4K | Q1 2026OLDER |
| Hamilton Wealth, LLC$513M AUM | 5.91% | $30M | 322.0K | Q2 2026 |
| FIDUCIARY ADVISORS, INC.$133M AUM | 5.34% | $7M | 75.3K | Q1 2026OLDER |
| CROBAN$213M AUM | 5.28% | $11M | 119.2K | Q1 2026OLDER |
| Capital Advantage, Inc.$765M AUM | 5.10% | $39M | 414.2K | Q1 2026OLDER |
| Ariston Services Group$167M AUM | 5.10% | $9M | 0 | Q1 2026OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 4.96% | $128M | 1.36M | Q1 2026OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 4.80% | $23M | 248.8K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 4.57% | $20M | 217.3K | Q1 2026OLDER |
| Buska Wealth Management, LLC$249M AUM | 4.30% | $11M | 113.7K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 4.12% | $15M | 159.6K | Q1 2026OLDER |
| S. R. Schill & Associates$148M AUM | 4.09% | $6M | 64.4K | Q4 2025OLDER |
| Employees' Retirement Fund of the City of Fort Worth$230M AUM | 4.09% | $9M | 100.0K | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 3.86% | $13M | 140.1K | Q1 2026OLDER |
| FIRST HAWAIIAN BANK$790M AUM | 3.79% | $30M | 304.6K | Q2 2026 |
| Financial Perspectives, Inc$358M AUM | 3.62% | $13M | 137.7K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 3.56% | $7M | 71.1K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$959M AUM | 3.43% | $33M | 334.7K | Q2 2026 |
| Guardian Financial Partners, LLC$237M AUM | 3.40% | $8M | 85.4K | Q1 2026OLDER |
| Strategic Point Investment Advisors, LLC$767M AUM | 3.25% | $25M | 253.7K | Q2 2026 |
| Safe Harbor Family Capital, LLC$128M AUM | 3.17% | $4M | 43.0K | Q1 2026OLDER |
| Clarity Wealth Advisors, LLC$486M AUM | 3.14% | $15M | 162.1K | Q1 2026OLDER |
| Beta Wealth Group, Inc.$242M AUM | 3.11% | $8M | 79.8K | Q1 2026OLDER |
| SWEENEY & MICHEL, LLC$340M AUM | 3.05% | $10M | 104.8K | Q1 2026OLDER |
| Perissos Private Wealth Management, LLC$115M AUM | 3.02% | $3M | 37.0K | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 3.02% | $10M | 102.5K | Q1 2026OLDER |
| Prentice Wealth Management LLC$484M AUM | 2.92% | $14M | 144.1K | Q2 2026 |
| Kraft, Davis & Associates, LLC$479M AUM | 2.85% | $14M | 137.6K | Q2 2026 |
| Lumbard & Kellner, LLC$289M AUM | 2.62% | $8M | 80.3K | Q1 2026OLDER |
| Gross & Hartman Investments LLC$192M AUM | 2.61% | $5M | 53.2K | Q1 2026OLDER |
| Family Investment Center, Inc.$520M AUM | 2.57% | $13M | 141.7K | Q1 2026OLDER |
| Mission Hills Financial Advisory, LLC$195M AUM | 2.51% | $5M | 52.1K | Q1 2026OLDER |
| Note Advisors, LLC$200M AUM | 2.46% | $5M | 52.2K | Q1 2026OLDER |
| Kastel Capital Advisors, LLC$158M AUM | 2.45% | $4M | 41.2K | Q2 2026 |
| Cedar Mountain Advisors, LLC$581M AUM | 2.38% | $14M | 140.8K | Q2 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 2.38% | $21M | 218.4K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 2.33% | $7M | 70.9K | Q1 2026OLDER |
| MARATHON CAPITAL MANAGEMENT$445M AUM | 2.21% | $10M | 104.3K | Q1 2026OLDER |
| Human Investing LLC$687M AUM | 2.18% | $15M | 158.6K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 2.08% | $15M | 164.2K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 1.98% | $3M | 32.6K | Q1 2026OLDER |
| AMG Asset Management Group, Inc.$129M AUM | 1.96% | $3M | 26.8K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 1.95% | $3M | 30.1K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 1.93% | $11M | 117.1K | Q1 2026OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 1.90% | $6M | 63.3K | Q4 2025OLDER |
| BG Investment Services, LLC$120M AUM | 1.87% | $2M | 23.8K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 1.78% | $4M | 47.7K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 1.75% | $8M | 87.9K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 1.75% | $9M | 90.8K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 1.70% | $3M | 35.4K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 1.70% | $3M | 27.0K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 1.69% | $8M | 89.6K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 1.68% | $2M | 18.4K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 1.66% | $3M | 33.2K | Q2 2026 |
| RTD Financial Advisors, Inc.$814M AUM | 1.58% | $13M | 136.6K | Q1 2026OLDER |
| Aspire Capital Advisors LLC$444M AUM | 1.57% | $7M | 74.1K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 1.57% | $22M | 221.6K | Q2 2026 |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 1.56% | $3M | 28.0K | Q1 2026OLDER |
| Mountain Capital Investment Advisors Inc.$674M AUM | 1.55% | $10M | 106.9K | Q1 2026OLDER |
| Strategic Wealth Investment Group, LLC$788M AUM | 1.54% | $12M | 129.0K | Q1 2026OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 1.54% | $8M | 97.1K | Q3 2025OLDER |
| Apeiron RIA LLC$431M AUM | 1.53% | $7M | 69.9K | Q1 2026OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 1.52% | $7M | 77.7K | Q1 2026OLDER |
| TPG Advisors LLC$160M AUM | 1.51% | $2M | 25.8K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 1.44% | $2M | 19.0K | Q1 2026OLDER |
| Tandem Investment Partners LLC$118M AUM | 1.43% | $2M | 17.9K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 1.42% | $6M | 59.3K | Q1 2026OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 1.42% | $2M | 25.7K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 1.40% | $3M | 32.8K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 1.40% | $6M | 66.6K | Q1 2026OLDER |
| OMC Financial Services LTD$258M AUM | 1.38% | $4M | 37.8K | Q1 2026OLDER |
| BANK OF HAWAII$1.9B AUM | 1.37% | $26M | 277.8K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 1.34% | $2M | 24.6K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 1.29% | $3M | 33.3K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 1.29% | $2M | 21.3K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 1.27% | $10M | 104.1K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 1.27% | $2M | 16.5K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 1.27% | $11M | 112.8K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 1.24% | $3M | 35.5K | Q1 2026OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 1.24% | $9M | 90.4K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 1.21% | $5M | 55.2K | Q1 2026OLDER |
| Forest Hill Capital, LLC$152M AUM | 1.19% | $2M | 19.2K | Q1 2026OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 1.18% | $7M | 76.5K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 1.17% | $9M | 96.3K | Q2 2026 |
| Richard W. Paul & Associates, LLC$297M AUM | 1.17% | $3M | 36.8K | Q1 2026OLDER |
| COWA, LLC$371M AUM | 1.15% | $4M | 45.3K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 1.11% | $3M | 31.9K | Q2 2026 |
| American National Bank of Texas$105M AUM | 1.10% | $1M | 12.3K | Q1 2026OLDER |
| Duncan Williams Asset Management, LLC$361M AUM | 1.08% | $4M | 41.3K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 1.06% | $2M | 18.7K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 1.05% | $1M | 13.2K | Q1 2026OLDER |
| Unison Advisors LLC$1.3B AUM | 0.98% | $13M | 136.4K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.97% | $7M | 78.1K | Q1 2026OLDER |
| Legacy Advisors, LLC$848M AUM | 0.96% | $8M | 86.8K | Q1 2026OLDER |
| Bravias Capital Group, LLC$153M AUM | 0.96% | $1M | 15.6K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.95% | $3M | 29.7K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.95% | $5M | 55.7K | Q1 2026OLDER |
| SpringVest Wealth Management LLC$146M AUM | 0.90% | $1M | 14.0K | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 0.87% | $2M | 20.1K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.83% | $4M | 46.3K | Q1 2026OLDER |
| MBA Advisors LLC$260M AUM | 0.83% | $2M | 22.9K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.83% | $14M | 151.9K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.80% | $2M | 20.2K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.79% | $12M | 132.6K | Q1 2026OLDER |
| PARAGON FINANCIAL PARTNERS, INC.$177M AUM | 0.78% | $1M | 13.8K | Q1 2026OLDER |
| Harpswell Capital Advisors, LLC$134M AUM | 0.77% | $1M | 11.0K | Q1 2026OLDER |
| Quantum Capital Management, LLC / NJ$781M AUM | 0.77% | $6M | 63.5K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.76% | $2M | 24.6K | Q3 2025OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.75% | $3M | 28.3K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.74% | $7M | 71.7K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.73% | $2M | 31.2K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.73% | $7M | 74.5K | Q1 2026OLDER |
| Oxinas Partners, LLC$254M AUM | 0.72% | $2M | 18.7K | Q2 2026 |
| Infinity Wealth Counsel, LLC$124M AUM | 0.71% | $876,828 | 8.9K | Q2 2026 |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.71% | $17M | 179.5K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.69% | $971,352 | 10.3K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.69% | $12M | 131.3K | Q1 2026OLDER |
| Sara-Bay Financial$333M AUM | 0.68% | $2M | 23.9K | Q1 2026OLDER |
| BRIGHTON SECURITIES CORP.$233M AUM | 0.67% | $2M | 15.8K | Q2 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.66% | $2M | 20.4K | Q1 2026OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.64% | $2M | 24.1K | Q1 2026OLDER |
| Resolute Advisors LLC$242M AUM | 0.64% | $2M | 16.3K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.63% | $2M | 23.7K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.61% | $4M | 39.2K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.61% | $1M | 11.3K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.60% | $14M | 141.8K | Q2 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 0.60% | $2M | 19.9K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.60% | $13M | 149.5K | Q4 2025OLDER |
| MN Wealth Advisors, LLC$206M AUM | 0.59% | $1M | 12.9K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.59% | $18M | 189.2K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.58% | $13M | 132.7K | Q1 2026OLDER |
| REBALANCE, LLC$1.7B AUM | 0.57% | $10M | 105.0K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.57% | $885,490 | 9.4K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.56% | $6M | 68.3K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.54% | $1M | 11.4K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.54% | $3M | 31.7K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.54% | $1M | 13.8K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.53% | $2M | 23.8K | Q1 2026OLDER |
| Tudor Financial Inc.$196M AUM | 0.52% | $1M | 10.9K | Q1 2026OLDER |
| Access Investment Management LLC$376M AUM | 0.52% | $2M | 20.8K | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.52% | $5M | 57.9K | Q1 2026OLDER |
| First Citizens Asset Management, Inc.$313M AUM | 0.50% | $2M | 15.9K | Q2 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.49% | $30M | 323.5K | Q1 2026OLDER |
| INTEGRAL INVESTMENT ADVISORS, INC.$454M AUM | 0.49% | $2M | 22.6K | Q2 2026 |
| Fiduciary Group, LLC$1.2B AUM | 0.48% | $6M | 59.8K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.48% | $879,790 | 9.3K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.48% | $1M | 12.9K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.47% | $1M | 11.1K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.47% | $864,652 | 9.2K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.47% | $23M | 244.3K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 0.47% | $2M | 22.2K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.46% | $1M | 11.6K | Q1 2026OLDER |
| Financially in Tune, LLC$116M AUM | 0.45% | $521,618 | 5.5K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.45% | $1M | 14.2K | Q2 2026 |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.44% | $4M | 44.9K | Q2 2026 |
| Wilkins Miller Wealth Management, LLC$165M AUM | 0.44% | $724,614 | 7.7K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.44% | $14M | 138.0K | Q1 2026OLDER |
| Cottage Street Advisors LLC$231M AUM | 0.44% | $1M | 10.7K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.44% | $250M | 2.66M | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 0.43% | $863,804 | 9.2K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.43% | $799,380 | 8.9K | Q4 2025OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.43% | $2M | 22.0K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.43% | $2M | 21.6K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.42% | $1M | 13.3K | Q1 2026OLDER |
| CEERA INVESTMENTS, LLC$228M AUM | 0.42% | $964,075 | 10.2K | Q1 2026OLDER |
| STAR Financial Bank$212M AUM | 0.42% | $895,280 | 9.5K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.42% | $3M | 36.6K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.42% | $780,564 | 8.3K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.42% | $2M | 19.3K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 0.42% | $950,312 | 10.1K | Q1 2026OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.41% | $2M | 24.4K | Q1 2026OLDER |
| Aldebaran Financial Inc.$105M AUM | 0.41% | $433,504 | 4.6K | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.41% | $1M | 12.8K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.41% | $7M | 75.1K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.41% | $2M | 18.5K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 0.40% | $805,752 | 8.6K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.40% | $811,903 | 8.3K | Q1 2026OLDER |
| Aspen Wealth Strategies, LLC$187M AUM | 0.40% | $751,905 | 8.0K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.40% | $2M | 17.1K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.40% | $7M | 75.0K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.39% | $1M | 12.5K | Q1 2026OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.38% | $13M | 132.8K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 0.38% | $638,248 | 6.8K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.37% | $4M | 38.3K | Q1 2026OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.37% | $3M | 30.3K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.35% | $2M | 18.7K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.35% | $54M | 600.5K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.35% | $376,489 | 4.0K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.34% | $926,341 | 10.9K | Q3 2025OLDER |
| Certified Advisory Corp$1.2B AUM | 0.33% | $4M | 41.4K | Q2 2026 |
| Ipsen Advisor Group LLC$143M AUM | 0.32% | $462,826 | 4.9K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.32% | $848,443 | 9.0K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 0.32% | $989,991 | 10.5K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.31% | $3M | 29.0K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.31% | $3M | 29.5K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 0.31% | $2M | 18.5K | Q1 2026OLDER |
| GSG Advisors LLC$385M AUM | 0.31% | $1M | 12.7K | Q1 2026OLDER |
| Crews Bank & Trust$766M AUM | 0.31% | $2M | 24.0K | Q2 2026 |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.30% | $577,691 | 6.1K | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 0.30% | $708,685 | 7.5K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.30% | $957,548 | 9.8K | Q2 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.29% | $314,102 | 3.3K | Q1 2026OLDER |
| OakTrust Wealth Advisors, LLC$110M AUM | 0.29% | $317,722 | 3.4K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.29% | $5M | 54.3K | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.29% | $1M | 16.5K | Q4 2025OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.28% | $1M | 14.3K | Q2 2026 |
| Newport Capital Group, LLC$164M AUM | 0.28% | $453,013 | 4.8K | Q1 2026OLDER |
| TMB Capital Partners, LLC$297M AUM | 0.27% | $814,266 | 8.6K | Q1 2026OLDER |
| CURA WEALTH ADVISORS, LLC$223M AUM | 0.27% | $607,848 | 6.5K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.27% | $3M | 30.8K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.26% | $18M | 192.1K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.26% | $3M | 30.9K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.26% | $6M | 62.7K | Q1 2026OLDER |
| M Wealth Management, LLC$119M AUM | 0.26% | $310,050 | 3.3K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.26% | $977,235 | 10.4K | Q1 2026OLDER |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.26% | $541,409 | 5.7K | Q1 2026OLDER |
| NESTEGG ADVISORS, INC.$114M AUM | 0.26% | $292,531 | 3.1K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.26% | $4M | 46.8K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.25% | $4M | 40.7K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.25% | $486,122 | 5.2K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.25% | $890,651 | 9.9K | Q4 2025OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.25% | $2M | 25.0K | Q1 2026OLDER |
| STUART INVESTMENT ADVISORS, INC.$229M AUM | 0.25% | $566,382 | 6.0K | Q1 2026OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.25% | $1M | 11.4K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.25% | $1M | 12.2K | Q2 2026 |
| Shepherd Street Advisors LLC$101M AUM | 0.25% | $248,699 | 2.6K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.25% | $4M | 49.0K | Q3 2025OLDER |
| Ally Invest Advisors Inc.$1.5B AUM | 0.24% | $4M | 38.0K | Q1 2026OLDER |
| Investment Management Trust, LLC$103M AUM | 0.24% | $246,024 | 2.6K | Q1 2026OLDER |
| McNamara Financial Services, Inc.$528M AUM | 0.24% | $1M | 13.2K | Q1 2026OLDER |
| THOMPSON DAVIS & CO., INC.$150M AUM | 0.24% | $353,400 | 3.8K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.24% | $565,912 | 6.0K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.23% | $1M | 13.6K | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.23% | $16M | 172.5K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 0.23% | $235,226 | 2.5K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.23% | $4M | 44.0K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.22% | $609,542 | 6.5K | Q1 2026OLDER |
| Level Wealth Management LLC$213M AUM | 0.22% | $465,977 | 4.9K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.22% | $11M | 114.8K | Q1 2026OLDER |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 0.22% | $497,399 | 5.3K | Q1 2026OLDER |
| RAINIER FAMILY WEALTH INC$149M AUM | 0.21% | $320,416 | 3.4K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 0.21% | $660,434 | 7.0K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.21% | $2M | 21.5K | Q1 2026OLDER |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 0.21% | $257,181 | 2.7K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.21% | $6M | 67.5K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.21% | $14M | 150.8K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 0.21% | $627,450 | 6.7K | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.21% | $1M | 14.0K | Q3 2025OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.21% | $452,579 | 4.8K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.21% | $498,247 | 5.3K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.21% | $2M | 26.1K | Q1 2026OLDER |
| Vickerman Investment Advisors, Inc.$476M AUM | 0.20% | $958,986 | 10.2K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 0.20% | $961,199 | 9.8K | Q2 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.20% | $8M | 88.5K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.19% | $5M | 57.9K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.19% | $869,701 | 9.2K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.18% | $396,140 | 4.2K | Q1 2026OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.18% | $664,203 | 7.0K | Q1 2026OLDER |
| FOCUS Wealth Advisors, LLC$216M AUM | 0.18% | $393,684 | 4.0K | Q2 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.18% | $3M | 27.2K | Q1 2026OLDER |
| BLVD Private Wealth, LLC$115M AUM | 0.18% | $205,255 | 2.2K | Q1 2026OLDER |
| Summit Wealth Group, LLC$436M AUM | 0.18% | $773,082 | 8.2K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.18% | $5M | 54.4K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.18% | $9M | 96.0K | Q2 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.17% | $1M | 13.2K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.17% | $1M | 12.4K | Q1 2026OLDER |
| Gutierrez Wealth Advisory, LLC$161M AUM | 0.17% | $277,725 | 2.9K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.17% | $3M | 33.7K | Q1 2026OLDER |
| Pegasus Asset Management, Inc.$313M AUM | 0.17% | $528,841 | 5.6K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.17% | $7M | 72.2K | Q1 2026OLDER |
| MONARCH CAPITAL MANAGEMENT INC$409M AUM | 0.17% | $685,973 | 7.3K | Q1 2026OLDER |
| Independence Asset Advisors, LLC$277M AUM | 0.17% | $463,425 | 4.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.17% | $63M | 673.2K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.17% | $11M | 120.4K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.17% | $1M | 15.3K | Q1 2026OLDER |
| Friday Financial$373M AUM | 0.16% | $615,408 | 6.2K | Q2 2026 |
| DiPaolo Financial Group, Inc.$153M AUM | 0.16% | $250,088 | 2.5K | Q2 2026 |
| Yukon Wealth Management, Inc.$168M AUM | 0.16% | $271,977 | 2.9K | Q1 2026OLDER |
| Atlantic Private Wealth, LLC$153M AUM | 0.16% | $248,040 | 2.6K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.16% | $3M | 31.7K | Q1 2026OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.16% | $2M | 21.5K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 0.16% | $775,744 | 8.2K | Q1 2026OLDER |
| Westshore Wealth, LLC$285M AUM | 0.16% | $448,205 | 4.8K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.16% | $675,120 | 7.2K | Q1 2026OLDER |
| Prosperitas Financial LLC$268M AUM | 0.16% | $417,483 | 4.4K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.15% | $3M | 31.9K | Q2 2026 |
| GK Wealth Management LLC$190M AUM | 0.15% | $290,476 | 3.0K | Q2 2026 |
| Alchemi Wealth, LLC$180M AUM | 0.15% | $274,710 | 2.9K | Q1 2026OLDER |
| FAGAN ASSOCIATES, INC.$719M AUM | 0.15% | $1M | 11.6K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.15% | $1M | 13.8K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.15% | $12M | 128.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.15% | $2M | 17.8K | Q1 2026OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 0.15% | $399,295 | 4.2K | Q1 2026OLDER |
| MAINSAIL ASSET MANAGEMENT, LLC$223M AUM | 0.15% | $325,641 | 3.5K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.15% | $7M | 73.3K | Q1 2026OLDER |
| Luminvest Wealth Management LLC$382M AUM | 0.14% | $549,652 | 5.8K | Q1 2026OLDER |
| IRON Financial LLC$229M AUM | 0.14% | $328,323 | 3.5K | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 0.14% | $524,917 | 5.6K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.14% | $1M | 12.4K | Q1 2026OLDER |
| First National Bank of Mount Dora, Trust Investment Services$499M AUM | 0.14% | $701,933 | 7.1K | Q2 2026 |
| Heritage Wealth Management, Inc.$202M AUM | 0.14% | $504,000 | 5.6K | Q4 2025OLDER |
| Quartz Partners, LLC$259M AUM | 0.14% | $362,259 | 3.8K | Q1 2026OLDER |
| Bath Savings Trust Co$965M AUM | 0.14% | $1M | 13.7K | Q2 2026 |
| Fonville Wealth Management LLC$525M AUM | 0.14% | $732,582 | 7.8K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.14% | $339,264 | 3.6K | Q1 2026OLDER |
| Causey Wealth LLC$205M AUM | 0.14% | $283,100 | 3.3K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.14% | $480,624 | 5.1K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.14% | $575,618 | 6.1K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.14% | $7M | 73.8K | Q2 2026 |
| CGN Advisors LLC$1.4B AUM | 0.14% | $2M | 19.2K | Q2 2026 |
| Proficio Capital Partners LLC$1.9B AUM | 0.14% | $3M | 27.2K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.14% | $170,103 | 1.8K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.14% | $237,602 | 2.5K | Q1 2026OLDER |
| CAMDEN NATIONAL BANK$739M AUM | 0.14% | $1M | 10.6K | Q1 2026OLDER |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM | 0.13% | $421,173 | 4.3K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.13% | $4M | 47.1K | Q1 2026OLDER |
| Schiavi & Co LLC$337M AUM | 0.13% | $443,270 | 4.7K | Q1 2026OLDER |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.13% | $767,773 | 8.1K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.13% | $17M | 183.6K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.13% | $767,571 | 8.1K | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 0.13% | $313,348 | 3.3K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.13% | $616,671 | 6.5K | Q1 2026OLDER |
| Wealth Advisors of Iowa, LLC$323M AUM | 0.13% | $412,112 | 4.4K | Q1 2026OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 0.13% | $392,133 | 4.2K | Q1 2026OLDER |
| Wealth Dimensions Group, Ltd.$508M AUM | 0.13% | $643,824 | 6.8K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.13% | $555,845 | 5.9K | Q1 2026OLDER |
| apricus wealth, LLC$205M AUM | 0.12% | $254,448 | 2.7K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.12% | $556,392 | 5.9K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.12% | $23M | 246.3K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.12% | $11M | 116.1K | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.12% | $450,808 | 4.8K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.12% | $10M | 109.1K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.12% | $3M | 28.3K | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 0.12% | $747,183 | 7.9K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.12% | $685,596 | 7.3K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.12% | $344,447 | 3.7K | Q1 2026OLDER |
| DMKC Advisory Services, LLC$530M AUM | 0.12% | $628,185 | 6.4K | Q2 2026 |
| Porter White Investment Advisors, Inc.$250M AUM | 0.12% | $292,005 | 3.1K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.12% | $9M | 100.1K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.12% | $841,230 | 8.9K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.11% | $343,893 | 3.6K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.11% | $182,072 | 1.9K | Q1 2026OLDER |
| Phraction Management LLC$483M AUM | 0.11% | $392,915 | 4.6K | Q3 2025OLDER |
| NWAM LLC$1.7B AUM | 0.11% | $2M | 20.8K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.11% | $850,893 | 9.0K | Q1 2026OLDER |
| Chokshi & Queen Wealth Advisors, Inc$187M AUM | 0.11% | $208,365 | 2.2K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.11% | $799,908 | 8.5K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.11% | $505,796 | 5.2K | Q2 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.11% | $1M | 15.5K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.11% | $146,238 | 775 | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.11% | $90M | 959.4K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.10% | $987,918 | 10.5K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.10% | $222,168 | 2.3K | Q2 2026 |
| City State Bank$385M AUM | 0.10% | $396,750 | 4.2K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.10% | $191,717 | 2.0K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.10% | $900,890 | 9.2K | Q2 2026 |
| Integris Wealth Management, LLC$495M AUM | 0.10% | $505,215 | 5.1K | Q2 2026 |
| COFG Advisors, LLC$404M AUM | 0.10% | $412,122 | 4.4K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.10% | $2M | 20.8K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.10% | $446,038 | 4.7K | Q1 2026OLDER |
| Cascade Wealth Advisors, Inc$228M AUM | 0.10% | $202,026 | 2.3K | Q3 2025OLDER |
| Factor Wealth Management LTD$661M AUM | 0.10% | $657,459 | 6.7K | Q2 2026 |
| Pasadena Private Wealth, LLC$723M AUM | 0.10% | $710,074 | 7.5K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.10% | $7M | 76.1K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.10% | $557,917 | 5.9K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.10% | $201M | 2.19M | Q1 2026OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 0.10% | $405,232 | 4.3K | Q1 2026OLDER |
| Baron Wealth Management LLC$386M AUM | 0.10% | $366,653 | 3.7K | Q2 2026 |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.09% | $1M | 12.9K | Q1 2026OLDER |
| Mattern Wealth Management LLC$513M AUM | 0.09% | $471,200 | 5.0K | Q1 2026OLDER |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.09% | $211,569 | 0 | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.09% | $965,395 | 10.2K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.09% | $133,371 | 1.6K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.09% | $2M | 16.6K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.09% | $305,347 | 3.2K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.09% | $846,342 | 10.0K | Q3 2025OLDER |
| 3Chopt Investment Partners, LLC$437M AUM | 0.09% | $390,531 | 4.1K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.09% | $2M | 26.5K | Q1 2026OLDER |
| Eastover Investment Advisors LLC$233M AUM | 0.09% | $202,051 | 2.1K | Q1 2026OLDER |
| VAN DEN BERG MANAGEMENT I, INC$436M AUM | 0.09% | $373,190 | 4.0K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.08% | $481,869 | 5.4K | Q4 2025OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.08% | $852,874 | 9.1K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.08% | $2M | 19.5K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.08% | $7M | 70.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.08% | $76M | 804.7K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.08% | $1M | 15.7K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.08% | $478,626 | 5.1K | Q1 2026OLDER |
| Waterway Wealth Management, LLC$452M AUM | 0.08% | $362,824 | 3.9K | Q1 2026OLDER |
| SWS Partners$405M AUM | 0.08% | $323,189 | 3.4K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.08% | $1M | 15.1K | Q4 2025OLDER |
| Leo H. Evart, Inc.$117M AUM | 0.08% | $92,836 | 985 | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.08% | $3M | 37.0K | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.08% | $7M | 73.8K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.08% | $20M | 207.7K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.08% | $168,590 | 1.8K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.08% | $37M | 397.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.08% | $8M | 85.1K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 0.08% | $216,026 | 2.3K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.07% | $356,490 | 4.0K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.07% | $52M | 556.2K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.07% | $5M | 54.9K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.07% | $234,281 | 2.5K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.07% | $358,192 | 3.8K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.07% | $4M | 45.0K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.07% | $5M | 52.1K | Q2 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.07% | $13M | 138.1K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.07% | $1M | 15.3K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.07% | $3M | 36.0K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.07% | $13M | 132.7K | Q1 2026OLDER |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.07% | $2M | 25.6K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.07% | $6M | 65.6K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.07% | $2M | 23.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.07% | $4M | 42.8K | Q4 2025OLDER |
| DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM | 0.07% | $2M | 22.3K | Q1 2026OLDER |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 0.07% | $247,775 | 2.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.07% | $46M | 487.9K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.07% | $1M | 11.9K | Q1 2026OLDER |
| LIBRA WEALTH LLC$355M AUM | 0.07% | $237,956 | 2.5K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.07% | $212,851 | 2.3K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.07% | $1M | 11.2K | Q2 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.07% | $826,999 | 8.8K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.07% | $810,441 | 8.6K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.07% | $9M | 93.3K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.06% | $2M | 18.1K | Q2 2026 |
| Cascade Financial Partners, LLC$970M AUM | 0.06% | $624,623 | 6.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.06% | $60M | 637.2K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$397M AUM | 0.06% | $252,767 | 2.6K | Q2 2026 |
| Legacy Trust$522M AUM | 0.06% | $329,840 | 3.5K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 0.06% | $326,730 | 3.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.06% | $236M | 2.51M | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.06% | $396,765 | 4.2K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.06% | $2M | 17.3K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.06% | $6M | 61.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.06% | $22M | 235.2K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.06% | $4M | 39.9K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.06% | $228,355 | 2.3K | Q2 2026 |
| Creative Capital Management Investments LLC$348M AUM | 0.06% | $212,228 | 2.3K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.06% | $7M | 75.7K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.06% | $1M | 13.9K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.06% | $845,044 | 9.0K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 0.06% | $113,088 | 1.2K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.06% | $90,000 | 1.0K | Q4 2025OLDER |
| Gradient Capital Advisors, LLC$432M AUM | 0.06% | $251,196 | 2.6K | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.06% | $216M | 2.30M | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.06% | $500,705 | 5.1K | Q2 2026 |
| Ascent Group, LLC$2.9B AUM | 0.06% | $2M | 16.9K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.05% | $107,434 | 1.1K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.05% | $2M | 18.8K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.05% | $721,768 | 8.0K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.05% | $11M | 120.7K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.05% | $922,785 | 9.4K | Q2 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.05% | $1M | 11.9K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.05% | $1M | 12.3K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.05% | $681,137 | 7.2K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.05% | $767,832 | 8.1K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.05% | $137,590 | 1.5K | Q1 2026OLDER |
| AMI INVESTMENT MANAGEMENT INC$445M AUM | 0.05% | $233,716 | 2.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.05% | $3M | 35.9K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.05% | $339,120 | 3.8K | Q4 2025OLDER |
| Syverson Strege & Co$416M AUM | 0.05% | $212,134 | 2.3K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.05% | $1M | 12.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.05% | $219M | 2.33M | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.05% | $2M | 22.2K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.05% | $68,795 | 730 | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.05% | $4M | 45.2K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.05% | $2M | 17.0K | Q2 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.05% | $34M | 361.3K | Q1 2026OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 0.05% | $265,588 | 3.0K | Q4 2025OLDER |
| BAYBAN$115M AUM | 0.05% | $57,298 | 608 | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.05% | $1M | 14.4K | Q1 2026OLDER |
| Stephens Consulting, LLC$309M AUM | 0.05% | $153,268 | 1.7K | Q4 2025OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.05% | $508,425 | 5.4K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.05% | $2M | 19.1K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.05% | $651,411 | 6.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.05% | $325M | 3.45M | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.05% | $1M | 14.4K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.05% | $500,561 | 5.3K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.05% | $224,092 | 2.3K | Q2 2026 |
| UPTICK PARTNERS, LLC$502M AUM | 0.05% | $238,702 | 2.5K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.05% | $686,915 | 7.3K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.05% | $274,615 | 2.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.05% | $2M | 23.9K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.05% | $15M | 161.5K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.05% | $429,984 | 4.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.05% | $3M | 36.6K | Q1 2026OLDER |
| Mraz, Amerine & Associates, Inc.$678M AUM | 0.05% | $310,050 | 3.3K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.05% | $66M | 704.3K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.04% | $8M | 84.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.04% | $12M | 131.7K | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.