VANGUARD MALVERN FDS
CUSIP 922020805
Vanguard Malvern Fds has 910 institutional holders in Filings Flow’s 13F database, together reporting 202.47M shares worth $9.8B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Goldman Sachs Group Inc, and Valmark Advisers, Inc..
Institutional Holders
910
Q1 2026
Reported Value
$9.8B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SILVER OAK WEALTH ADVISORS SERVICES, LLC$154M AUM | 20.40% | $31M | 628.8K | Q1 2026OLDER |
| BENNINGFIELD FINANCIAL ADVISORS, LLC$127M AUM | 16.69% | $21M | 423.5K | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 16.68% | $93M | 1.85M | Q1 2026OLDER |
| DEFINE FINANCIAL, LLC$184M AUM | 15.35% | $28M | 566.2K | Q1 2026OLDER |
| SATOVSKY ASSET MANAGEMENT LLC$566M AUM | 15.07% | $85M | 1.71M | Q1 2026OLDER |
| Guild Investment Management, Inc.$140M AUM | 11.85% | $17M | 331.9K | Q1 2026OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 11.40% | $31M | 620.2K | Q1 2026OLDER |
| Deane Retirement Strategies, Inc.$236M AUM | 10.55% | $25M | 496.0K | Q2 2026 |
| Frisco Financial Planning LLC$133M AUM | 8.34% | $11M | 220.2K | Q2 2026 |
| ATMOS ADVISORY, LLC$191M AUM | 8.24% | $16M | 313.9K | Q2 2026 |
| Finhabits Advisors LLC$108M AUM | 8.20% | $9M | 178.0K | Q1 2026OLDER |
| SVRN Asset Management, LLC$103M AUM | 8.18% | $8M | 169.2K | Q1 2026OLDER |
| Sellwood Investment Partners LLC$254M AUM | 7.79% | $20M | 395.6K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 7.78% | $15M | 291.6K | Q1 2026OLDER |
| MOLLER WEALTH PARTNERS$507M AUM | 7.73% | $39M | 783.4K | Q1 2026OLDER |
| Fiduciary Planning LLC$331M AUM | 7.63% | $25M | 506.1K | Q1 2026OLDER |
| HBE Wealth Management, LLC$115M AUM | 7.31% | $8M | 167.8K | Q1 2026OLDER |
| VAN STRUM & TOWNE INC.$343M AUM | 7.25% | $25M | 497.0K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 7.02% | $19M | 382.4K | Q1 2026OLDER |
| Emprise Bank$271M AUM | 6.66% | $18M | 360.1K | Q2 2026 |
| Baron Financial Group, LLC$210M AUM | 6.55% | $14M | 273.4K | Q2 2026 |
| Summit Portfolio Management, LTD.$155M AUM | 6.45% | $10M | 200.8K | Q1 2026OLDER |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 6.20% | $36M | 717.2K | Q1 2026OLDER |
| Pacific Sage Partners, LLC$636M AUM | 5.90% | $37M | 750.5K | Q1 2026OLDER |
| Nova R Wealth, Inc.$313M AUM | 5.83% | $18M | 365.5K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 5.80% | $121M | 2.43M | Q1 2026OLDER |
| Wright Wealth LLC$149M AUM | 5.80% | $9M | 173.5K | Q1 2026OLDER |
| Marotta Asset Management$601M AUM | 5.50% | $33M | 667.2K | Q2 2026 |
| Spartan Planning & Wealth Management$135M AUM | 5.42% | $7M | 146.8K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 5.37% | $50M | 1.00M | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 5.32% | $20M | 1.10M | Q1 2026OLDER |
| University of Illinois Foundation$487M AUM | 5.13% | $25M | 500.2K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 5.08% | $84M | 1.69M | Q1 2026OLDER |
| Adventist Health System/ West$564M AUM | 5.08% | $29M | 573.0K | Q1 2026OLDER |
| Greystone Financial Group, LLC$353M AUM | 4.99% | $18M | 353.0K | Q1 2026OLDER |
| Point Nemo Capital, LLC$152M AUM | 4.87% | $7M | 147.8K | Q1 2026OLDER |
| Bulwark Capital Corp$178M AUM | 4.78% | $8M | 169.0K | Q2 2026 |
| Addison Advisors LLC$452M AUM | 4.77% | $22M | 432.1K | Q1 2026OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 4.54% | $73M | 1.47M | Q1 2026OLDER |
| North Ridge Wealth Advisors, Inc.$178M AUM | 4.53% | $8M | 161.1K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 4.52% | $18M | 357.5K | Q1 2026OLDER |
| Vertrix Wealth Management, LLC$297M AUM | 4.43% | $13M | 262.2K | Q2 2026 |
| Aurelius Family Office LLC$230M AUM | 4.42% | $10M | 203.3K | Q1 2026OLDER |
| SB Capital Management Inc$273M AUM | 4.40% | $12M | 242.6K | Q4 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 4.39% | $35M | 705.9K | Q1 2026OLDER |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 4.34% | $272M | 5.45M | Q2 2026 |
| FIRST INTERSTATE BANK$1.8B AUM | 4.27% | $76M | 1.52M | Q1 2026OLDER |
| Belleair Asset Management, LLC$110M AUM | 4.26% | $5M | 93.6K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 4.22% | $244M | 4.89M | Q1 2026OLDER |
| Arlington Financial Advisors, LLC$702M AUM | 4.20% | $30M | 590.9K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 4.20% | $9M | 180.5K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 4.20% | $353M | 7.07M | Q1 2026OLDER |
| FIDELIS iM, LLC$264M AUM | 4.16% | $11M | 220.2K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 4.10% | $27M | 546.7K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 4.09% | $9M | 175.4K | Q1 2026OLDER |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 4.02% | $5M | 101.9K | Q1 2026OLDER |
| SimpliFi, Inc.$238M AUM | 3.95% | $9M | 188.5K | Q1 2026OLDER |
| Kondo Wealth Advisors, Inc.$266M AUM | 3.94% | $10M | 209.4K | Q1 2026OLDER |
| TME FINANCIAL, INC.$144M AUM | 3.91% | $6M | 112.9K | Q1 2026OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 3.89% | $6M | 126.5K | Q1 2026OLDER |
| LPWM LLC$396M AUM | 3.85% | $15M | 305.7K | Q1 2026OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 3.75% | $67M | 1.33M | Q1 2026OLDER |
| MAYPORT, LLC$538M AUM | 3.68% | $20M | 396.3K | Q1 2026OLDER |
| Financial Plan, Inc.$933M AUM | 3.64% | $34M | 680.5K | Q1 2026OLDER |
| Financial Solutions Advisory Group, Inc.$723M AUM | 3.61% | $26M | 522.1K | Q2 2026 |
| Hoese & Co LLP$135M AUM | 3.58% | $5M | 96.6K | Q1 2026OLDER |
| Global Wealth Management, LLC$183M AUM | 3.56% | $7M | 130.9K | Q1 2026OLDER |
| Brickley Wealth Management$583M AUM | 3.50% | $20M | 408.5K | Q1 2026OLDER |
| Family CFO Inc$223M AUM | 3.49% | $8M | 156.1K | Q1 2026OLDER |
| Strategic Financial Services, Inc.$2.1B AUM | 3.49% | $73M | 1.47M | Q1 2026OLDER |
| Chemistry Wealth Management LLC$625M AUM | 3.39% | $21M | 422.4K | Q2 2026 |
| Mullaney, Keating & Wright, Inc.$184M AUM | 3.33% | $6M | 122.7K | Q1 2026OLDER |
| Garde Capital, Inc.$1.7B AUM | 3.29% | $55M | 1.10M | Q1 2026OLDER |
| Generations Wealth, LLC$103M AUM | 3.27% | $3M | 67.4K | Q1 2026OLDER |
| Manuka Financial, LLC$162M AUM | 3.27% | $5M | 105.9K | Q1 2026OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 3.23% | $12M | 235.1K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 3.22% | $8M | 161.9K | Q1 2026OLDER |
| Shotwell Rutter Baer Inc$170M AUM | 3.22% | $5M | 109.8K | Q1 2026OLDER |
| Fort Vancouver Investment Management, LLC$197M AUM | 3.21% | $6M | 126.8K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 3.21% | $8M | 150.8K | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 3.10% | $10M | 208.0K | Q1 2026OLDER |
| Northern Lights Advisors, Inc.$148M AUM | 3.05% | $5M | 90.1K | Q1 2026OLDER |
| Genesis Wealth Advisors, LLC$150M AUM | 2.99% | $4M | 89.7K | Q1 2026OLDER |
| PALLADIEM, LLC$105M AUM | 2.99% | $3M | 62.6K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 2.96% | $13M | 269.1K | Q1 2026OLDER |
| AMES NATIONAL CORP$167M AUM | 2.88% | $5M | 96.2K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 2.82% | $4M | 86.0K | Q1 2026OLDER |
| Meritas Wealth Management, LLC$221M AUM | 2.82% | $6M | 124.7K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 2.81% | $3M | 59.6K | Q1 2026OLDER |
| Whitegate Investment Counselors, Inc.$315M AUM | 2.80% | $9M | 176.4K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 2.80% | $9M | 178.8K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 2.68% | $105M | 2.10M | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 2.65% | $13M | 267.9K | Q2 2026 |
| Efficient Advisors, LLC$1.4B AUM | 2.62% | $37M | 739.0K | Q1 2026OLDER |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 2.60% | $8M | 152.3K | Q1 2026OLDER |
| Peirce Capital Management, LLC$256M AUM | 2.58% | $7M | 132.0K | Q1 2026OLDER |
| ShankerValleau Wealth Advisors, Inc.$380M AUM | 2.50% | $9M | 188.7K | Q2 2026 |
| Burton Enright Welch$736M AUM | 2.49% | $18M | 367.0K | Q1 2026OLDER |
| TPG Financial Advisors, LLC$307M AUM | 2.47% | $8M | 151.9K | Q1 2026OLDER |
| Plum Street Advisors, LLC$289M AUM | 2.46% | $7M | 142.2K | Q1 2026OLDER |
| CogentBlue Wealth Advisors, LLC$149M AUM | 2.46% | $4M | 73.1K | Q1 2026OLDER |
| Vistica Wealth Advisors, LLC$100M AUM | 2.43% | $2M | 48.9K | Q1 2026OLDER |
| Goodman Financial Corp$582M AUM | 2.41% | $14M | 281.3K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 2.37% | $25M | 502.0K | Q1 2026OLDER |
| Fund Evaluation Group, LLC$3.3B AUM | 2.28% | $74M | 1.49M | Q1 2026OLDER |
| Sagace Wealth Management LLC$149M AUM | 2.22% | $3M | 66.3K | Q1 2026OLDER |
| Yeomans Consulting Group, Inc.$341M AUM | 2.19% | $7M | 151.3K | Q4 2025OLDER |
| URS Advisory LLC$137M AUM | 2.18% | $3M | 59.6K | Q1 2026OLDER |
| SFM, LLC$195M AUM | 2.14% | $4M | 83.1K | Q2 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 2.10% | $209M | 4.18M | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$386M AUM | 2.10% | $8M | 161.9K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 2.09% | $9M | 187.6K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 2.07% | $116M | 2.31M | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 2.06% | $19M | 387.5K | Q1 2026OLDER |
| Greenbush Financial Group, LLC$302M AUM | 2.04% | $6M | 123.3K | Q1 2026OLDER |
| Avant Financial Advisors LLC$161M AUM | 2.02% | $3M | 64.6K | Q2 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 2.00% | $9M | 189.3K | Q1 2026OLDER |
| Friday Financial$373M AUM | 1.99% | $7M | 149.9K | Q2 2026 |
| NVWM, LLC$449M AUM | 1.99% | $9M | 179.2K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 1.98% | $15M | 308.9K | Q1 2026OLDER |
| New Dimensions Wealth Management, LLC$118M AUM | 1.96% | $2M | 46.2K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 1.95% | $17M | 340.6K | Q1 2026OLDER |
| Hegarty Advisors, LLC$127M AUM | 1.95% | $2M | 49.5K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 1.95% | $16M | 319.4K | Q1 2026OLDER |
| Tilson Financial Group, Inc.$333M AUM | 1.94% | $6M | 129.3K | Q1 2026OLDER |
| Bristlecone Value Partners, LLC$114M AUM | 1.91% | $2M | 43.5K | Q1 2026OLDER |
| Approach Retirement Advisors, LLC$120M AUM | 1.89% | $2M | 45.6K | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 1.87% | $5M | 99.7K | Q1 2026OLDER |
| ADVOCATE GROUP LLC$639M AUM | 1.86% | $12M | 238.4K | Q1 2026OLDER |
| Essential Planning, LLC.$315M AUM | 1.86% | $6M | 117.1K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 1.86% | $11M | 218.4K | Q1 2026OLDER |
| Lakewood Asset Management LLC$156M AUM | 1.84% | $3M | 57.6K | Q1 2026OLDER |
| Gilbert Capital Group, Inc.$129M AUM | 1.84% | $2M | 47.7K | Q1 2026OLDER |
| Farrell Financial LLC$167M AUM | 1.80% | $3M | 60.2K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 1.79% | $11M | 218.1K | Q1 2026OLDER |
| Fortune Financial Advisors, LLC$196M AUM | 1.78% | $3M | 69.8K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 1.77% | $3M | 60.8K | Q1 2026OLDER |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 1.77% | $25M | 505.9K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 1.75% | $223M | 4.46M | Q1 2026OLDER |
| Private Wealth Advisors, LLC$356M AUM | 1.73% | $6M | 122.9K | Q1 2026OLDER |
| Alaska Wealth Advisors, LLC$833M AUM | 1.70% | $14M | 282.8K | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 1.65% | $2M | 47.0K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 1.64% | $9M | 188.8K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 1.62% | $4M | 82.6K | Q3 2025OLDER |
| Factor Wealth Management LTD$661M AUM | 1.56% | $10M | 205.1K | Q2 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 1.55% | $4M | 84.3K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 1.52% | $2M | 43.7K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 1.52% | $3M | 58.8K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 1.51% | $36M | 732.5K | Q4 2025OLDER |
| SpringVest Wealth Management LLC$146M AUM | 1.50% | $2M | 43.9K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 1.50% | $21M | 416.3K | Q1 2026OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 1.47% | $16M | 326.8K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 1.43% | $4M | 85.4K | Q4 2025OLDER |
| Zeit Capital LLC$149M AUM | 1.43% | $2M | 42.8K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 1.43% | $2M | 45.2K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 1.40% | $13M | 261.6K | Q1 2026OLDER |
| Squire Investment Management Company, LLC$360M AUM | 1.37% | $5M | 98.6K | Q1 2026OLDER |
| Calder Financial LLC$106M AUM | 1.36% | $1M | 28.8K | Q2 2026 |
| Richmond Brothers, Inc.$150M AUM | 1.34% | $2M | 40.3K | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 1.32% | $3M | 51.3K | Q1 2026OLDER |
| Verus Financial Partners, Inc.$1.1B AUM | 1.28% | $14M | 284.5K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 1.26% | $11M | 225.9K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 1.26% | $8M | 157.7K | Q1 2026OLDER |
| Sheridan Capital Management, LLC$190M AUM | 1.24% | $2M | 47.2K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 1.22% | $30M | 608.3K | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 1.19% | $1M | 28.0K | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 1.18% | $8M | 169.8K | Q1 2026OLDER |
| Seed Wealth Management, Inc.$145M AUM | 1.18% | $2M | 34.2K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 1.14% | $3M | 66.8K | Q1 2026OLDER |
| Curran Financial Partners, LLC$559M AUM | 1.14% | $6M | 127.4K | Q1 2026OLDER |
| HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM | 1.13% | $6M | 123.6K | Q1 2026OLDER |
| Kaufman Rossin Wealth, LLC$174M AUM | 1.12% | $2M | 39.2K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 1.11% | $10M | 208.7K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 1.08% | $3M | 53.9K | Q1 2026OLDER |
| Seneschal Advisors, LLC$135M AUM | 1.08% | $1M | 29.1K | Q1 2026OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 1.07% | $11M | 218.0K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 1.07% | $3M | 54.1K | Q1 2026OLDER |
| Hurlow Wealth Management Group, Inc.$420M AUM | 1.07% | $4M | 90.0K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 1.06% | $1M | 27.8K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 1.04% | $3M | 70.0K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 1.03% | $2M | 35.9K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 1.01% | $6M | 128.3K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 1.00% | $16M | 330.2K | Q1 2026OLDER |
| KEYVANTAGE WEALTH, LLC$227M AUM | 1.00% | $2M | 45.4K | Q1 2026OLDER |
| Midwestern Financial, LLC /IA$127M AUM | 0.98% | $1M | 25.0K | Q1 2026OLDER |
| TILIA FIDUCIARY PARTNERS, INC.$182M AUM | 0.97% | $2M | 35.5K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.97% | $10M | 190.8K | Q1 2026OLDER |
| FINANCIAL LIFE ADVISORS$321M AUM | 0.96% | $3M | 61.5K | Q1 2026OLDER |
| Marathon Strategic Advisors, LLC$139M AUM | 0.94% | $1M | 26.2K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 0.93% | $3M | 54.0K | Q3 2025OLDER |
| Trust Co$1.1B AUM | 0.92% | $10M | 197.1K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.90% | $8M | 158.2K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.88% | $1M | 24.4K | Q2 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.88% | $3M | 67.1K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.87% | $3M | 64.6K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.86% | $7M | 143.3K | Q2 2026 |
| Flatrock Wealth Partners LLC$208M AUM | 0.86% | $2M | 36.1K | Q1 2026OLDER |
| One Wealth Map LLC$213M AUM | 0.86% | $2M | 36.1K | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.85% | $9M | 182.0K | Q2 2026 |
| Prosperity Advisers, LLC$120M AUM | 0.85% | $1M | 20.5K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.85% | $175M | 3.51M | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.84% | $13M | 266.4K | Q2 2026 |
| Sterling Financial Planning, Inc.$337M AUM | 0.83% | $3M | 56.1K | Q1 2026OLDER |
| Innovative Wealth Building LLC$142M AUM | 0.83% | $1M | 23.6K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.82% | $52M | 1.05M | Q1 2026OLDER |
| Mustard Seed Financial, LLC$167M AUM | 0.82% | $1M | 27.2K | Q1 2026OLDER |
| Capstone Wealth Management, LLC$143M AUM | 0.81% | $1M | 23.3K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.81% | $11M | 222.5K | Q1 2026OLDER |
| WEST PACES ADVISORS INC.$516M AUM | 0.79% | $4M | 81.8K | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.79% | $5M | 91.2K | Q1 2026OLDER |
| Aspire Capital Advisors LLC$444M AUM | 0.77% | $3M | 61.4K | Q3 2025OLDER |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM | 0.76% | $849,327 | 17.0K | Q1 2026OLDER |
| JDH Wealth Management, LLC$148M AUM | 0.76% | $1M | 22.5K | Q1 2026OLDER |
| Veery Capital, LLC$372M AUM | 0.75% | $3M | 55.2K | Q2 2026 |
| HTG Investment Advisors, Inc.$352M AUM | 0.74% | $3M | 52.3K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.74% | $3M | 61.9K | Q2 2026 |
| MFA Wealth Services$151M AUM | 0.73% | $1M | 22.1K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.73% | $2M | 43.1K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.73% | $4M | 71.4K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 0.72% | $809,541 | 16.2K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.70% | $10M | 197.8K | Q2 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.70% | $3M | 53.2K | Q2 2026 |
| RAM Investment Partners, LLC$569M AUM | 0.68% | $4M | 77.6K | Q1 2026OLDER |
| Austin Asset Management Co Inc$608M AUM | 0.67% | $4M | 81.9K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.67% | $774,574 | 15.5K | Q1 2026OLDER |
| K2 Financial Inc.$138M AUM | 0.67% | $918,312 | 18.3K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.66% | $13M | 255.6K | Q1 2026OLDER |
| MONARCH CAPITAL MANAGEMENT INC$409M AUM | 0.65% | $3M | 53.3K | Q1 2026OLDER |
| Disciplined Investments, LLC$279M AUM | 0.64% | $2M | 35.8K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 0.64% | $1M | 23.2K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 0.64% | $1M | 26.5K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.63% | $3M | 67.2K | Q1 2026OLDER |
| COMMONS CAPITAL, LLC$120M AUM | 0.62% | $954,108 | 18.8K | Q3 2025OLDER |
| BRIGHTON SECURITIES CORP.$233M AUM | 0.62% | $1M | 28.6K | Q2 2026 |
| HANOVER ADVISORS INC$246M AUM | 0.60% | $1M | 29.7K | Q1 2026OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.60% | $4M | 70.8K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 0.60% | $2M | 33.2K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.59% | $27M | 538.7K | Q4 2025OLDER |
| FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM | 0.59% | $7M | 132.8K | Q1 2026OLDER |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 0.58% | $2M | 44.2K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.58% | $2M | 43.9K | Q1 2026OLDER |
| Barry Investment Advisors, LLC$478M AUM | 0.57% | $3M | 54.5K | Q2 2026 |
| Sepio Capital, LP$1.8B AUM | 0.57% | $11M | 211.1K | Q1 2026OLDER |
| Liberty Capital Management, Inc.$537M AUM | 0.57% | $3M | 61.7K | Q4 2025OLDER |
| DORVAL Corp$322M AUM | 0.57% | $2M | 36.5K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.56% | $2M | 41.8K | Q1 2026OLDER |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$671M AUM | 0.56% | $4M | 75.7K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.56% | $2M | 32.5K | Q1 2026OLDER |
| Cypress Capital, LLC$351M AUM | 0.56% | $2M | 39.1K | Q1 2026OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 0.56% | $2M | 46.9K | Q4 2025OLDER |
| Amicus Financial Advisors, LLC$363M AUM | 0.55% | $2M | 39.7K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 0.54% | $3M | 50.5K | Q1 2026OLDER |
| OAK FAMILY ADVISORS, LLC$355M AUM | 0.54% | $2M | 38.6K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.54% | $5M | 99.3K | Q1 2026OLDER |
| Financial Planning Navigators CORP$228M AUM | 0.54% | $1M | 24.5K | Q1 2026OLDER |
| AXS Investments LLC$290M AUM | 0.54% | $2M | 31.5K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.54% | $1M | 28.8K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.53% | $243M | 4.86M | Q1 2026OLDER |
| TPG Advisors LLC$160M AUM | 0.53% | $853,995 | 17.1K | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 0.53% | $589,557 | 11.8K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.51% | $578,350 | 11.6K | Q1 2026OLDER |
| FIRST HAWAIIAN BANK$715M AUM | 0.51% | $4M | 72.7K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 0.51% | $1M | 21.6K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.50% | $13M | 258.4K | Q1 2026OLDER |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 0.50% | $3M | 55.2K | Q1 2026OLDER |
| OakTrust Wealth Advisors, LLC$110M AUM | 0.49% | $538,594 | 10.8K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.49% | $6M | 121.4K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 0.48% | $1M | 25.9K | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 0.48% | $8M | 154.7K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.48% | $17M | 348.7K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 0.48% | $5M | 106.5K | Q1 2026OLDER |
| Parkwoods Wealth Partners, LLC$408M AUM | 0.47% | $2M | 38.7K | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 0.47% | $1M | 20.5K | Q1 2026OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 0.47% | $624,080 | 12.5K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 0.46% | $2M | 45.2K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 0.46% | $1M | 24.2K | Q1 2026OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 0.46% | $884,019 | 17.6K | Q1 2026OLDER |
| FMB WEALTH MANAGEMENT$242M AUM | 0.46% | $1M | 22.1K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.46% | $1M | 20.0K | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 0.45% | $1M | 22.5K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 0.45% | $2M | 35.4K | Q1 2026OLDER |
| Timber Creek Capital Management LLC$412M AUM | 0.45% | $2M | 37.1K | Q1 2026OLDER |
| Boston Standard Wealth Management, LLC$689M AUM | 0.45% | $3M | 62.0K | Q2 2026 |
| Beckerman Institutional, LLC$188M AUM | 0.44% | $831,867 | 16.7K | Q1 2026OLDER |
| Seelaus Asset Management LLC$139M AUM | 0.44% | $610,339 | 12.2K | Q1 2026OLDER |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 0.44% | $2M | 34.2K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.44% | $3M | 59.3K | Q3 2025OLDER |
| Southeast Asset Advisors, LLC$913M AUM | 0.43% | $4M | 79.3K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.43% | $2M | 48.8K | Q1 2026OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 0.43% | $795,704 | 15.9K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.43% | $67M | 1.35M | Q2 2026 |
| Physician Wealth Solutions Inc.$242M AUM | 0.42% | $1M | 20.3K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.42% | $9M | 172.4K | Q1 2026OLDER |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 0.42% | $5M | 90.8K | Q1 2026OLDER |
| Oath Planning, LLC$113M AUM | 0.41% | $466,190 | 9.3K | Q1 2026OLDER |
| Compton Financial Group, LLC$453M AUM | 0.41% | $2M | 37.4K | Q1 2026OLDER |
| ArchPoint Investors$420M AUM | 0.41% | $2M | 34.6K | Q1 2026OLDER |
| Sensible Financial Planning & Management, LLC.$551M AUM | 0.41% | $2M | 44.3K | Q3 2025OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.41% | $771,601 | 15.2K | Q4 2025OLDER |
| HMV Wealth Advisors, LLC$213M AUM | 0.40% | $858,492 | 17.2K | Q1 2026OLDER |
| ANDERSON HOAGLAND & CO$1.3B AUM | 0.40% | $5M | 100.4K | Q2 2026 |
| Aries Wealth Management$455M AUM | 0.39% | $2M | 35.8K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 0.38% | $774,421 | 15.5K | Q1 2026OLDER |
| Rinkey Investments$391M AUM | 0.38% | $1M | 29.5K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.37% | $6M | 121.3K | Q1 2026OLDER |
| TrustWell Financial Advisors, LLC$106M AUM | 0.37% | $396,700 | 7.9K | Q1 2026OLDER |
| GOLDEN ROAD ADVISORS LLC$174M AUM | 0.37% | $634,365 | 12.7K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.36% | $1M | 22.0K | Q1 2026OLDER |
| Systelligence, LLC$514M AUM | 0.36% | $2M | 37.4K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.36% | $700,349 | 14.0K | Q1 2026OLDER |
| Cobblestone Asset Management LLC$222M AUM | 0.36% | $786,841 | 15.5K | Q3 2025OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 0.36% | $1M | 20.3K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.35% | $794,205 | 15.9K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.35% | $19M | 387.2K | Q1 2026OLDER |
| CLARIS ADVISORS, LLC / MO /$334M AUM | 0.35% | $1M | 23.3K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.34% | $8M | 157.4K | Q2 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.32% | $6M | 119.3K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.32% | $430,398 | 10.7K | Q3 2025OLDER |
| Pillar Financial Advisors, LLC$171M AUM | 0.32% | $542,657 | 10.9K | Q1 2026OLDER |
| Symmetry Partners, LLC$1.8B AUM | 0.32% | $6M | 110.9K | Q1 2026OLDER |
| Inman Jager Wealth Management, LLC$171M AUM | 0.32% | $540,109 | 10.8K | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 0.31% | $2M | 38.2K | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 0.31% | $2M | 46.9K | Q1 2026OLDER |
| BCS Private Wealth Management, Inc.$329M AUM | 0.30% | $1M | 20.0K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.30% | $2M | 46.7K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.30% | $525,142 | 10.5K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.30% | $374,413 | 7.5K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.30% | $4M | 81.7K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 0.29% | $3M | 55.8K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.29% | $1M | 24.8K | Q4 2025OLDER |
| Fischer Financial Services, Inc.$297M AUM | 0.29% | $868,630 | 17.4K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.29% | $15M | 295.0K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 0.29% | $1M | 21.5K | Q2 2026 |
| Hardin Capital Partners, LLC$215M AUM | 0.28% | $609,925 | 12.1K | Q2 2026 |
| 3EDGE Asset Management, LP$2.1B AUM | 0.28% | $6M | 116.9K | Q1 2026OLDER |
| WJ Financial Advisors LLC$124M AUM | 0.28% | $349,600 | 7.0K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.28% | $1M | 24.5K | Q2 2026 |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.28% | $282,717 | 5.7K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.28% | $1M | 23.1K | Q1 2026OLDER |
| Envision Financial LLC$186M AUM | 0.28% | $523,508 | 10.6K | Q4 2025OLDER |
| Freestate Advisors LLC$134M AUM | 0.28% | $329,305 | 6.5K | Q3 2025OLDER |
| Heritage Trust Co$997M AUM | 0.27% | $3M | 53.2K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 0.27% | $17M | 339.5K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.27% | $542,457 | 10.9K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.26% | $286M | 5.73M | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.26% | $967,061 | 19.4K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.26% | $2M | 42.5K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.26% | $650,814 | 12.9K | Q3 2025OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.26% | $360,689 | 7.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.26% | $230M | 4.60M | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 0.25% | $2M | 35.2K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.25% | $18M | 362.9K | Q2 2026 |
| Lutz Financial Services LLC$1.5B AUM | 0.25% | $4M | 75.6K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.25% | $3M | 51.3K | Q1 2026OLDER |
| Apriem Advisors$1.0B AUM | 0.25% | $3M | 52.6K | Q1 2026OLDER |
| Vestwell Advisors, LLC$365M AUM | 0.25% | $546,515 | 10.9K | Q3 2025OLDER |
| Whelan Financial$322M AUM | 0.24% | $788,839 | 15.8K | Q1 2026OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.24% | $3M | 54.1K | Q1 2026OLDER |
| Brewster Financial Planning LLC$165M AUM | 0.24% | $403,896 | 8.1K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.24% | $340,909 | 6.8K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.24% | $298,390 | 6.0K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.24% | $4M | 72.0K | Q1 2026OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 0.24% | $1M | 21.6K | Q1 2026OLDER |
| Arnold Financial Planning LLC$107M AUM | 0.24% | $254,436 | 5.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.24% | $889M | 17.79M | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.24% | $2M | 44.1K | Q1 2026OLDER |
| Thayer Partners, LLC / MA$210M AUM | 0.24% | $494,355 | 9.9K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.23% | $11M | 216.1K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.23% | $635,023 | 12.7K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.22% | $2M | 37.9K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.22% | $2M | 34.8K | Q1 2026OLDER |
| GEM Asset Management, LLC$227M AUM | 0.22% | $500,618 | 10.0K | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.22% | $3M | 52.5K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.22% | $4M | 79.4K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 0.22% | $500,299 | 10.0K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.22% | $871,727 | 17.5K | Q1 2026OLDER |
| Capstone Wealth Management Group LLC$163M AUM | 0.22% | $354,495 | 7.1K | Q1 2026OLDER |
| Benin Management CORP$445M AUM | 0.21% | $947,701 | 19.0K | Q1 2026OLDER |
| BluePrint Investing LLC$126M AUM | 0.21% | $267,483 | 5.4K | Q1 2026OLDER |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 0.21% | $366,822 | 7.3K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.20% | $2M | 43.2K | Q4 2025OLDER |
| Red Mountain Financial, LLC$106M AUM | 0.20% | $214,974 | 4.3K | Q1 2026OLDER |
| Merited Wealth, LLC$121M AUM | 0.20% | $244,106 | 4.9K | Q1 2026OLDER |
| Motley Fool Wealth Management, LLC$884M AUM | 0.20% | $2M | 35.8K | Q1 2026OLDER |
| MA Private Wealth$591M AUM | 0.20% | $1M | 23.8K | Q1 2026OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 0.20% | $2M | 34.7K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.20% | $6M | 116.6K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.20% | $10M | 197.6K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.20% | $760,868 | 15.0K | Q3 2025OLDER |
| Oak Harvest Investment Services$958M AUM | 0.20% | $2M | 37.9K | Q1 2026OLDER |
| PURE PORTFOLIOS HOLDINGS LLC$332M AUM | 0.20% | $648,761 | 13.1K | Q4 2025OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 0.19% | $337,135 | 6.7K | Q1 2026OLDER |
| DUTCH ASSET Corp$149M AUM | 0.19% | $284,715 | 5.7K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.19% | $880,269 | 17.6K | Q1 2026OLDER |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.19% | $1M | 27.2K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.19% | $301,631 | 6.1K | Q4 2025OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.19% | $301,730 | 6.0K | Q1 2026OLDER |
| Prostatis Group LLC$391M AUM | 0.19% | $727,921 | 14.6K | Q1 2026OLDER |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 0.19% | $316,000 | 6.4K | Q4 2025OLDER |
| CGN Advisors LLC$1.4B AUM | 0.19% | $3M | 50.5K | Q2 2026 |
| Alhambra Investment Management LLC$217M AUM | 0.18% | $398,072 | 8.0K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.18% | $3M | 59.2K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 0.18% | $443,806 | 8.9K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.18% | $314,151 | 6.4K | Q4 2025OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.18% | $699,300 | 14.0K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.18% | $1M | 25.5K | Q1 2026OLDER |
| Golden Bell Financial Planning LLC$125M AUM | 0.18% | $220,136 | 4.4K | Q1 2026OLDER |
| KOM Wealth Management Group, LLC$147M AUM | 0.18% | $257,172 | 5.1K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.17% | $1M | 21.2K | Q1 2026OLDER |
| E-Wealth Partners, LLC$124M AUM | 0.17% | $206,601 | 4.2K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.17% | $440,309 | 8.8K | Q1 2026OLDER |
| Tenzing Financial LLC$146M AUM | 0.17% | $250,936 | 5.1K | Q2 2026 |
| American Investment Services, Inc.$448M AUM | 0.17% | $770,516 | 15.4K | Q1 2026OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 0.17% | $331,618 | 6.6K | Q1 2026OLDER |
| Moloney Securities Asset Management, LLC$840M AUM | 0.17% | $1M | 28.4K | Q3 2025OLDER |
| Fi3 FINANCIAL ADVISORS, LLC$346M AUM | 0.17% | $554,100 | 11.2K | Q4 2025OLDER |
| Creekside Partners$243M AUM | 0.17% | $407,183 | 8.2K | Q1 2026OLDER |
| Elser Financial Planning, Inc$2.1B AUM | 0.17% | $230,137 | 4.7K | Q4 2025OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.17% | $19M | 370.9K | Q3 2025OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.16% | $2M | 31.5K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.16% | $7M | 138.1K | Q1 2026OLDER |
| SHAYNE & JACOBS, LLC$337M AUM | 0.16% | $550,019 | 10.9K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.16% | $17M | 344.5K | Q1 2026OLDER |
| McElhenny Sheffield Capital Management, LLC$403M AUM | 0.16% | $680,568 | 13.4K | Q3 2025OLDER |
| Archvest Wealth Advisors, Inc.$155M AUM | 0.16% | $249,288 | 5.0K | Q1 2026OLDER |
| TRB Wealth Management, LLC$704M AUM | 0.16% | $1M | 22.2K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.16% | $556,693 | 11.1K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.16% | $685,840 | 13.7K | Q1 2026OLDER |
| Mengis Capital Management, Inc.$581M AUM | 0.16% | $913,435 | 18.3K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.16% | $4M | 79.6K | Q2 2026 |
| Keebeck Wealth Management$889M AUM | 0.16% | $1M | 27.7K | Q1 2026OLDER |
| Adams Wealth Management$455M AUM | 0.15% | $698,800 | 14.0K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.15% | $1M | 20.2K | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.15% | $142M | 2.85M | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.15% | $1M | 21.4K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.15% | $985,364 | 19.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.15% | $10M | 202.9K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.15% | $3M | 53.8K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.15% | $2M | 38.3K | Q1 2026OLDER |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 0.15% | $227,649 | 4.5K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.15% | $150,449 | 3.0K | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 0.15% | $2M | 39.4K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.14% | $11M | 227.8K | Q1 2026OLDER |
| TERRIL BROTHERS, INC.$366M AUM | 0.14% | $528,221 | 10.6K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.14% | $2M | 44.4K | Q1 2026OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 0.14% | $160,084 | 3.2K | Q2 2026 |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 0.14% | $1M | 25.3K | Q1 2026OLDER |
| VERITY Wealth Advisors$150M AUM | 0.14% | $211,738 | 4.2K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.14% | $381,833 | 7.6K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.14% | $6M | 121.3K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.14% | $2M | 45.0K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.14% | $1M | 28.4K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.13% | $2M | 44.0K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 0.13% | $698,800 | 14.0K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.13% | $1M | 24.7K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.13% | $2M | 46.6K | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.13% | $854,970 | 17.1K | Q1 2026OLDER |
| Tenon Financial LLC$255M AUM | 0.13% | $256,410 | 5.1K | Q3 2025OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.13% | $328,145 | 6.5K | Q2 2026 |
| Wealthcare Capital Partners, LLC$242M AUM | 0.13% | $306,202 | 6.1K | Q2 2026 |
| Strategic Investment Advisors / MI$1.4B AUM | 0.13% | $2M | 36.6K | Q1 2026OLDER |
| BBR PARTNERS, LLC$1.8B AUM | 0.12% | $2M | 46.6K | Q4 2025OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.12% | $1M | 25.9K | Q2 2026 |
| Advisory Alpha, LLC$3.7B AUM | 0.12% | $5M | 90.1K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.12% | $5M | 91.3K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.12% | $3M | 62.5K | Q3 2025OLDER |
| KPP Advisory Services LLC$689M AUM | 0.12% | $835,864 | 16.7K | Q1 2026OLDER |
| Cornerstone Wealth, LLC/TN$178M AUM | 0.12% | $215,332 | 4.3K | Q1 2026OLDER |
| ACCESS FINANCIAL SERVICES, INC.$282M AUM | 0.12% | $329,854 | 6.5K | Q3 2025OLDER |
| Montis Financial, LLC$484M AUM | 0.12% | $594,419 | 12.0K | Q4 2025OLDER |
| Reyes Financial Architecture, Inc.$122M AUM | 0.12% | $143,057 | 2.9K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.12% | $4M | 82.0K | Q1 2026OLDER |
| eCIO, Inc.$228M AUM | 0.12% | $265,169 | 5.3K | Q1 2026OLDER |
| Mraz, Amerine & Associates, Inc.$678M AUM | 0.12% | $788,411 | 15.8K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.12% | $2M | 43.1K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.12% | $10M | 206.1K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.11% | $806,842 | 16.2K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.11% | $21M | 420.2K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.11% | $339,470 | 6.9K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.11% | $2M | 41.4K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.11% | $2M | 32.6K | Q1 2026OLDER |
| Five Oceans Advisors$276M AUM | 0.11% | $307,577 | 6.2K | Q1 2026OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.11% | $3M | 52.4K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.11% | $228,122 | 4.6K | Q1 2026OLDER |
| Wrenne Financial Planning LLC$255M AUM | 0.11% | $281,568 | 5.6K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.11% | $230,684 | 4.6K | Q1 2026OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.11% | $739,460 | 14.8K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.11% | $4M | 88.4K | Q1 2026OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 0.11% | $434,992 | 8.7K | Q2 2026 |
| Heritage Wealth Management, Inc.$202M AUM | 0.11% | $390,140 | 7.9K | Q4 2025OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.11% | $589,160 | 11.8K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.11% | $365,185 | 7.3K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.11% | $2M | 31.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.10% | $8M | 154.8K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.10% | $249,526 | 5.0K | Q4 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.10% | $4M | 71.5K | Q2 2026 |
| Evanson Financial, LLC$2.0B AUM | 0.10% | $2M | 41.1K | Q2 2026 |
| Security Financial Services, INC.$632M AUM | 0.10% | $624,926 | 12.3K | Q3 2025OLDER |
| Blue Sky Capital Consultants Group, Inc.$210M AUM | 0.10% | $231,127 | 4.7K | Q4 2025OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.10% | $676,281 | 13.5K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.