VANGUARD CHARLOTTE FDS
CUSIP 92203J407
Vanguard Charlotte Fds has 1,114 institutional holders in Filings Flow’s 13F database, together reporting 870.30M shares worth $40.2B as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Bank Of America Corp /De/, and Vanguard Group Inc.
Institutional Holders
1,114
Q1 2026
Reported Value
$40.2B
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 |
|---|---|---|---|---|
| Sensible Financial Planning & Management, LLC.$551M AUM | 15.07% | $83M | 1.68M | Q3 2025OLDER |
| BURRUS FINANCIAL SERVICES, INC.$218M AUM | 12.28% | $27M | 558.3K | Q1 2026OLDER |
| Christian Investment Advisors, Inc.$158M AUM | 10.23% | $16M | 333.4K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 10.17% | $2.6B | 54.01M | Q1 2026OLDER |
| Partners in Financial Planning$603M AUM | 9.85% | $59M | 1.24M | Q1 2026OLDER |
| Golden Bell Financial Planning LLC$125M AUM | 9.13% | $11M | 238.3K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 9.05% | $2M | 35.2K | Q1 2026OLDER |
| DiPaolo Financial Group, Inc.$153M AUM | 8.81% | $13M | 278.3K | Q2 2026 |
| Hassell Wealth Management, LLC$298M AUM | 8.78% | $26M | 544.8K | Q1 2026OLDER |
| Financial Architects, LLC$190M AUM | 8.48% | $16M | 334.5K | Q1 2026OLDER |
| STONE LOFT WEALTH MANAGEMENT LLC$107M AUM | 8.42% | $9M | 185.6K | Q1 2026OLDER |
| Ally Invest Advisors Inc.$1.5B AUM | 8.21% | $122M | 2.54M | Q1 2026OLDER |
| ATMOS ADVISORY, LLC$191M AUM | 8.05% | $15M | 318.0K | Q2 2026 |
| Livet Wealth, LLC$157M AUM | 8.02% | $13M | 262.5K | Q1 2026OLDER |
| Prospera Capital Management, LLC$199M AUM | 7.78% | $16M | 323.2K | Q1 2026OLDER |
| Parker Financial LLC$250M AUM | 7.37% | $18M | 385.0K | Q1 2026OLDER |
| MilWealth Group LLC$420M AUM | 6.78% | $28M | 593.0K | Q1 2026OLDER |
| ADE, LLC$209M AUM | 6.77% | $14M | 289.2K | Q4 2025OLDER |
| Burton Enright Welch$736M AUM | 6.67% | $49M | 1.02M | Q1 2026OLDER |
| Ballentine Capital Advisors, Inc$242M AUM | 6.65% | $16M | 334.3K | Q1 2026OLDER |
| Tenret Co LLC$207M AUM | 6.64% | $14M | 285.9K | Q1 2026OLDER |
| Hamilton Point Investment Advisors, LLC$649M AUM | 6.63% | $43M | 895.6K | Q1 2026OLDER |
| Strategic Financial Planning, Inc.$171M AUM | 6.58% | $11M | 77.2K | Q1 2026OLDER |
| Grove Street Fiduciary, LLC$227M AUM | 6.58% | $15M | 310.8K | Q1 2026OLDER |
| LINCOLN NATIONAL CORP$3.5B AUM | 6.55% | $226M | 4.71M | Q1 2026OLDER |
| Luminvest Wealth Management LLC$382M AUM | 6.16% | $24M | 490.2K | Q1 2026OLDER |
| Waterford Advisors, LLC$315M AUM | 6.09% | $18M | 356.2K | Q3 2025OLDER |
| Prospect Financial Group LLC$108M AUM | 6.08% | $7M | 137.1K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 5.96% | $52M | 1.08M | Q2 2026 |
| Rinkey Investments$391M AUM | 5.95% | $23M | 483.9K | Q1 2026OLDER |
| Yeomans Consulting Group, Inc.$341M AUM | 5.77% | $20M | 407.4K | Q4 2025OLDER |
| Vawter Financial, Ltd.$238M AUM | 5.76% | $14M | 284.8K | Q1 2026OLDER |
| Flagstone Financial Management$403M AUM | 5.68% | $23M | 475.9K | Q1 2026OLDER |
| Somnio Financial Group, LLC$169M AUM | 5.55% | $9M | 193.6K | Q2 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 5.46% | $11M | 233.8K | Q1 2026OLDER |
| Wiser Wealth Management, Inc$464M AUM | 5.24% | $24M | 505.3K | Q1 2026OLDER |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 5.20% | $74M | 1.55M | Q1 2026OLDER |
| Paladin Partners, LLC$139M AUM | 5.14% | $7M | 148.3K | Q2 2026 |
| Marotta Asset Management$601M AUM | 5.12% | $31M | 637.1K | Q2 2026 |
| Hardy Reed LLC$1.4B AUM | 5.10% | $70M | 1.45M | Q1 2026OLDER |
| Gould Capital, LLC$165M AUM | 5.03% | $8M | 173.1K | Q1 2026OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 4.89% | $9M | 196.9K | Q1 2026OLDER |
| Weitzel Financial Services, Inc.$265M AUM | 4.73% | $13M | 261.4K | Q1 2026OLDER |
| ShankerValleau Wealth Advisors, Inc.$380M AUM | 4.55% | $17M | 356.5K | Q2 2026 |
| GuidedMoney, LLC$190M AUM | 4.50% | $9M | 178.5K | Q1 2026OLDER |
| COOPER/HAIMS ADVISORS, LLC$212M AUM | 4.47% | $9M | 197.6K | Q1 2026OLDER |
| Seneschal Advisors, LLC$135M AUM | 4.46% | $6M | 124.9K | Q1 2026OLDER |
| EQ WEALTH ADVISORS, LLC$171M AUM | 4.45% | $8M | 158.5K | Q1 2026OLDER |
| Valpey Financial Services, LLC$154M AUM | 4.44% | $7M | 142.1K | Q1 2026OLDER |
| Human Investing LLC$687M AUM | 4.39% | $30M | 627.2K | Q1 2026OLDER |
| Silver Coast Investments LLC$313M AUM | 4.37% | $14M | 285.2K | Q1 2026OLDER |
| Aletheian Wealth Advisors LLC$234M AUM | 4.28% | $10M | 206.9K | Q2 2026 |
| Upper Left Wealth Management, LLC$169M AUM | 4.24% | $7M | 149.4K | Q1 2026OLDER |
| Bedminster, LLC$107M AUM | 4.22% | $5M | 94.3K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 4.19% | $868M | 18.06M | Q1 2026OLDER |
| Frisco Financial Planning LLC$133M AUM | 4.17% | $6M | 114.2K | Q2 2026 |
| FPC INVESTMENT ADVISORY, INC.$201M AUM | 4.15% | $8M | 172.6K | Q1 2026OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 4.11% | $22M | 443.4K | Q3 2025OLDER |
| Symmetry Partners, LLC$1.8B AUM | 4.08% | $71M | 1.49M | Q1 2026OLDER |
| Tribridge Partners Financial LLC$242M AUM | 4.04% | $10M | 203.6K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 3.97% | $6M | 132.0K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 3.88% | $8M | 162.4K | Q1 2026OLDER |
| Retirement Investment Advisors, Inc.$1.2B AUM | 3.87% | $48M | 995.9K | Q1 2026OLDER |
| Summit Wealth Group, LLC$436M AUM | 3.83% | $17M | 347.6K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 3.81% | $15M | 305.9K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 3.75% | $18M | 383.5K | Q1 2026OLDER |
| Financial Planning Navigators CORP$228M AUM | 3.74% | $9M | 177.7K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 3.73% | $48M | 981.2K | Q2 2026 |
| W.H. Cornerstone Investments Inc.$160M AUM | 3.71% | $6M | 123.4K | Q1 2026OLDER |
| Sagace Wealth Management LLC$149M AUM | 3.69% | $6M | 114.5K | Q1 2026OLDER |
| P/E Global LLC$1.3B AUM | 3.68% | $47M | 971.7K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 3.64% | $7M | 136.2K | Q2 2026 |
| rebel Financial LLC$231M AUM | 3.62% | $8M | 173.8K | Q1 2026OLDER |
| RESOLUTE CAPITAL, LLC$247M AUM | 3.61% | $9M | 185.5K | Q1 2026OLDER |
| Alaska Wealth Advisors, LLC$833M AUM | 3.60% | $30M | 624.3K | Q1 2026OLDER |
| Horizons Wealth Management$152M AUM | 3.59% | $5M | 113.9K | Q1 2026OLDER |
| WealthSpring Partners, LLC$109M AUM | 3.54% | $4M | 80.3K | Q1 2026OLDER |
| BDFS Capital LLC$208M AUM | 3.52% | $7M | 152.3K | Q1 2026OLDER |
| Manuka Financial, LLC$162M AUM | 3.50% | $6M | 118.0K | Q1 2026OLDER |
| Johnson & White Wealth Management, LLC$236M AUM | 3.50% | $8M | 172.1K | Q1 2026OLDER |
| Five Pine Wealth Management$161M AUM | 3.48% | $6M | 116.4K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 3.45% | $10M | 198.3K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 3.43% | $9M | 192.1K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 3.42% | $6M | 131.0K | Q4 2025OLDER |
| K2 Financial Inc.$138M AUM | 3.41% | $5M | 97.2K | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 3.38% | $6M | 118.8K | Q1 2026OLDER |
| Physician Wealth Solutions Inc.$242M AUM | 3.23% | $8M | 162.4K | Q1 2026OLDER |
| Financial Advisors Network, Inc.$724M AUM | 3.22% | $23M | 486.1K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 3.22% | $49M | 1.01M | Q1 2026OLDER |
| Level Wealth Management LLC$213M AUM | 3.12% | $7M | 138.7K | Q1 2026OLDER |
| Zeit Capital LLC$149M AUM | 3.11% | $5M | 96.8K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 3.10% | $9M | 188.0K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 3.03% | $29M | 599.8K | Q1 2026OLDER |
| LINCOLN CAPITAL CORP$272M AUM | 3.03% | $8M | 171.5K | Q1 2026OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 3.00% | $11M | 236.5K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 2.94% | $14M | 295.1K | Q1 2026OLDER |
| Chandler Asset Management, Inc.$659M AUM | 2.93% | $19M | 402.7K | Q1 2026OLDER |
| Forum Private Client Group LLC$300M AUM | 2.90% | $9M | 180.9K | Q1 2026OLDER |
| Capstone Financial Advisors, Inc.$1.9B AUM | 2.83% | $52M | 1.09M | Q1 2026OLDER |
| Lake Hills Wealth Management, LLC$220M AUM | 2.80% | $5M | 104.2K | Q1 2026OLDER |
| Fort Vancouver Investment Management, LLC$197M AUM | 2.79% | $5M | 114.2K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 2.77% | $6M | 123.3K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 2.75% | $10M | 214.6K | Q2 2026 |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 2.75% | $10M | 216.6K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 2.72% | $14M | 291.9K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 2.71% | $12M | 255.5K | Q1 2026OLDER |
| Baron Financial Group, LLC$210M AUM | 2.70% | $6M | 116.9K | Q2 2026 |
| Hidden Cove Wealth Management, LLC$156M AUM | 2.65% | $4M | 85.8K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 2.63% | $10M | 214.4K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 2.58% | $1.7B | 36.28M | Q1 2026OLDER |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 2.58% | $9M | 194.9K | Q4 2025OLDER |
| BRIGHTON SECURITIES CORP.$233M AUM | 2.56% | $6M | 123.3K | Q2 2026 |
| Efficient Advisors, LLC$1.4B AUM | 2.56% | $36M | 751.5K | Q1 2026OLDER |
| Plum Street Advisors, LLC$289M AUM | 2.46% | $7M | 147.8K | Q1 2026OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 2.46% | $8M | 169.4K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 2.45% | $18M | 372.6K | Q1 2026OLDER |
| BlueSky Wealth Advisors, LLC$777M AUM | 2.44% | $19M | 394.1K | Q1 2026OLDER |
| ATLas Financial Planning LLC$112M AUM | 2.44% | $3M | 56.5K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 2.43% | $4M | 85.5K | Q1 2026OLDER |
| BUSH INVESTMENT GROUP, LLC$179M AUM | 2.38% | $4M | 88.2K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 2.36% | $38M | 793.4K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 2.35% | $16M | 321.4K | Q2 2026 |
| Aspire Private Capital, LLC$443M AUM | 2.35% | $10M | 216.4K | Q1 2026OLDER |
| Omega Financial Group, LLC$308M AUM | 2.33% | $7M | 149.4K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 2.33% | $11M | 230.3K | Q1 2026OLDER |
| Avant Financial Advisors LLC$161M AUM | 2.31% | $4M | 76.5K | Q2 2026 |
| Hilltop Partners LLC$390M AUM | 2.31% | $9M | 187.0K | Q1 2026OLDER |
| TTP Investments, Inc.$240M AUM | 2.30% | $6M | 114.7K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 2.28% | $18M | 370.2K | Q1 2026OLDER |
| ACORN CREEK CAPITAL LLC$280M AUM | 2.28% | $6M | 132.7K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 2.27% | $9M | 179.2K | Q1 2026OLDER |
| McLean Asset Management Corp$572M AUM | 2.27% | $13M | 270.1K | Q1 2026OLDER |
| Arta Finance Wealth Management LLC$202M AUM | 2.27% | $5M | 95.7K | Q1 2026OLDER |
| Friedenthal Financial$199M AUM | 2.18% | $4M | 90.4K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 2.14% | $12M | 256.8K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 2.12% | $5M | 105.0K | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 2.12% | $11M | 225.8K | Q1 2026OLDER |
| Evergreen Private Wealth LLC$247M AUM | 2.12% | $5M | 109.1K | Q1 2026OLDER |
| RiverGlades Family Offices LLC$170M AUM | 2.10% | $4M | 74.2K | Q1 2026OLDER |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 2.10% | $3M | 66.7K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 2.07% | $5M | 110.6K | Q2 2026 |
| Graetz Wealth LLC$112M AUM | 2.05% | $2M | 47.7K | Q1 2026OLDER |
| Leading Edge Financial Planning LLC$475M AUM | 1.99% | $9M | 197.1K | Q1 2026OLDER |
| Womack Financial LLC$136M AUM | 1.99% | $3M | 56.2K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 1.98% | $27M | 568.5K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 1.95% | $3M | 53.8K | Q1 2026OLDER |
| Point Nemo Capital, LLC$152M AUM | 1.95% | $3M | 61.7K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 1.92% | $6M | 129.9K | Q1 2026OLDER |
| Collaborative Fund Advisors, LLC$162M AUM | 1.88% | $3M | 63.5K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 1.81% | $4M | 73.8K | Q1 2026OLDER |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 1.80% | $2M | 42.3K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 1.79% | $11M | 234.0K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 1.79% | $104M | 2.16M | Q1 2026OLDER |
| Note Advisors, LLC$200M AUM | 1.78% | $4M | 74.0K | Q1 2026OLDER |
| Auour Investments LLC$318M AUM | 1.77% | $6M | 117.3K | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 1.77% | $3M | 52.5K | Q1 2026OLDER |
| ONE Advisory Partners, LLC$324M AUM | 1.74% | $6M | 117.8K | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 1.72% | $10M | 206.6K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 1.70% | $3M | 55.4K | Q1 2026OLDER |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 1.68% | $7M | 136.5K | Q1 2026OLDER |
| NYL Investors LLC$265M AUM | 1.65% | $4M | 91.1K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 1.65% | $10M | 216.6K | Q1 2026OLDER |
| City State Bank$385M AUM | 1.64% | $6M | 131.8K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 1.64% | $5M | 105.8K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 1.64% | $7M | 135.3K | Q1 2026OLDER |
| Gladwyn Financial Advisors, Inc.$160M AUM | 1.63% | $3M | 54.0K | Q2 2026 |
| Buttonwood Financial Group, LLC$163M AUM | 1.58% | $3M | 53.4K | Q1 2026OLDER |
| Atlatl Advisers LLC$135M AUM | 1.57% | $4M | 84.6K | Q4 2025OLDER |
| Tandem Financial, LLC$314M AUM | 1.56% | $5M | 101.9K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 1.53% | $4M | 92.9K | Q1 2026OLDER |
| Scissortail Wealth Management, LLC$498M AUM | 1.51% | $8M | 156.4K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 1.49% | $26M | 546.1K | Q1 2026OLDER |
| Veratis Advisors, Inc.$126M AUM | 1.48% | $2M | 38.4K | Q4 2025OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 1.47% | $4M | 85.5K | Q2 2026 |
| Winter & Associates, Inc.$133M AUM | 1.46% | $2M | 34.9K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 1.46% | $3M | 58.6K | Q2 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 1.45% | $9M | 191.4K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 1.45% | $2M | 46.0K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 1.44% | $4M | 77.8K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 1.43% | $10M | 202.0K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 1.42% | $26M | 521.1K | Q3 2025OLDER |
| Heritage Family Offices, LLP$225M AUM | 1.41% | $3M | 66.2K | Q1 2026OLDER |
| Cannon Advisors, Inc.$135M AUM | 1.40% | $2M | 39.4K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 1.40% | $9M | 177.6K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 1.38% | $44M | 919.2K | Q1 2026OLDER |
| Neumann Capital Management, LLC$340M AUM | 1.37% | $5M | 97.1K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 1.37% | $4M | 82.8K | Q2 2026 |
| Scarborough Advisors, LLC$914M AUM | 1.37% | $13M | 260.4K | Q1 2026OLDER |
| Veery Capital, LLC$372M AUM | 1.36% | $5M | 104.9K | Q2 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 1.33% | $7M | 147.5K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 1.31% | $2M | 33.4K | Q1 2026OLDER |
| STERLING INVESTMENT MANAGEMENT, LLC$167M AUM | 1.30% | $2M | 45.1K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 1.28% | $55M | 1.15M | Q1 2026OLDER |
| Ruedi Wealth Management, Inc.$388M AUM | 1.25% | $5M | 101.4K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 1.24% | $5M | 103.1K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 1.22% | $13M | 266.2K | Q2 2026 |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 1.21% | $4M | 80.5K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 1.20% | $15M | 314.1K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 1.19% | $3M | 70.9K | Q1 2026OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 1.16% | $2M | 33.3K | Q1 2026OLDER |
| HT Partners LLC$330M AUM | 1.15% | $4M | 79.1K | Q1 2026OLDER |
| Uptown Financial Advisors LLC$126M AUM | 1.14% | $1M | 29.9K | Q1 2026OLDER |
| CAMDEN NATIONAL BANK$739M AUM | 1.14% | $8M | 175.5K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 1.12% | $10M | 209.6K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 1.12% | $9M | 177.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 1.11% | $37M | 760.5K | Q1 2026OLDER |
| Brandywine Asset Management, Inc.$126M AUM | 1.11% | $1M | 29.3K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 1.09% | $421M | 8.77M | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 1.09% | $11M | 238.7K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 1.08% | $2M | 45.3K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 1.07% | $194M | 4.04M | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 1.06% | $33M | 682.4K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 1.06% | $4M | 79.3K | Q1 2026OLDER |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 1.06% | $6M | 121.7K | Q1 2026OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 1.06% | $8M | 156.8K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 1.05% | $2M | 51.1K | Q1 2026OLDER |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 1.04% | $6M | 134.1K | Q1 2026OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 1.04% | $4M | 86.1K | Q2 2026 |
| Stokes Family Office, LLC$969M AUM | 1.04% | $10M | 210.2K | Q1 2026OLDER |
| Payne Capital LLC$109M AUM | 1.03% | $1M | 23.3K | Q1 2026OLDER |
| Ryan Investment Management, Inc.$221M AUM | 1.02% | $2M | 46.6K | Q2 2026 |
| Certus Wealth Management, LLC$167M AUM | 1.02% | $2M | 34.4K | Q3 2025OLDER |
| Allodium Investment Consultants, LLC$209M AUM | 0.98% | $2M | 42.7K | Q1 2026OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.97% | $51M | 1.06M | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.97% | $3M | 66.9K | Q2 2026 |
| JMN Financial LLC$102M AUM | 0.97% | $984,016 | 20.5K | Q1 2026OLDER |
| VCI Wealth Management LLC$361M AUM | 0.95% | $3M | 71.6K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.95% | $10M | 211.4K | Q1 2026OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 0.95% | $22M | 447.6K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.94% | $191M | 3.96M | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.93% | $16M | 323.5K | Q1 2026OLDER |
| Bank of Marin$137M AUM | 0.92% | $1M | 26.1K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.91% | $6M | 117.8K | Q2 2026 |
| Donalies Financial Planning, LLC$117M AUM | 0.91% | $1M | 22.3K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 0.90% | $3M | 58.8K | Q2 2026 |
| TRB Wealth Management, LLC$704M AUM | 0.90% | $6M | 132.0K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.90% | $3M | 56.4K | Q1 2026OLDER |
| McCartney Wealth Management LLC$119M AUM | 0.90% | $1M | 22.2K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.89% | $15M | 304.7K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.89% | $14M | 290.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.89% | $13.8B | 288.54M | Q1 2026OLDER |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 0.88% | $1M | 29.8K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.88% | $9M | 185.2K | Q1 2026OLDER |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 0.88% | $4M | 86.9K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.87% | $13M | 262.0K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$518M AUM | 0.86% | $4M | 93.1K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.86% | $60M | 1.25M | Q1 2026OLDER |
| LMG Wealth Partners, LLC$549M AUM | 0.86% | $5M | 98.1K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.85% | $1M | 30.4K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.85% | $2M | 45.2K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 0.85% | $3M | 59.4K | Q1 2026OLDER |
| Stonekeep Investments, LLC$154M AUM | 0.84% | $1M | 26.8K | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 0.83% | $2M | 42.1K | Q1 2026OLDER |
| Merited Wealth, LLC$121M AUM | 0.82% | $991,357 | 20.6K | Q1 2026OLDER |
| Vilga Financial Planning LLC$132M AUM | 0.82% | $1M | 22.4K | Q2 2026 |
| Sanchez Levi Garrett$159M AUM | 0.82% | $1M | 27.1K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.79% | $22M | 459.1K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.79% | $3M | 52.7K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.79% | $3M | 52.1K | Q1 2026OLDER |
| Meritas Wealth Management, LLC$221M AUM | 0.79% | $2M | 36.2K | Q1 2026OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 0.79% | $2M | 31.6K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.78% | $9M | 190.0K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.76% | $66M | 1.37M | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.76% | $2M | 38.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.76% | $2.8B | 59.23M | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.75% | $1M | 28.3K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.74% | $3M | 61.4K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.73% | $16M | 338.9K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.73% | $3M | 54.2K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.72% | $21M | 435.5K | Q1 2026OLDER |
| Red Wave Investments LLC$335M AUM | 0.72% | $2M | 50.3K | Q1 2026OLDER |
| Fort Henry Capital, LLC$165M AUM | 0.72% | $1M | 24.8K | Q1 2026OLDER |
| Carter Financial Group, INC.$162M AUM | 0.72% | $1M | 24.2K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.72% | $12M | 260.0K | Q1 2026OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 0.71% | $1M | 25.8K | Q1 2026OLDER |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 0.69% | $1M | 24.5K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.68% | $1M | 22.7K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.68% | $10M | 204.5K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 0.68% | $3M | 63.6K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.68% | $26M | 534.2K | Q2 2026 |
| West Wealth Group, LLC$506M AUM | 0.67% | $3M | 70.8K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 0.67% | $4M | 80.6K | Q2 2026 |
| New Insight Wealth Advisors$279M AUM | 0.67% | $2M | 38.6K | Q1 2026OLDER |
| CONTINENTAL INVESTORS SERVICES, INC.$106M AUM | 0.66% | $695,998 | 14.5K | Q1 2026OLDER |
| Towerpoint Wealth, LLC$289M AUM | 0.65% | $2M | 38.8K | Q2 2026 |
| William Mack & Associates, Inc.$175M AUM | 0.65% | $1M | 20.6K | Q3 2025OLDER |
| Martel Wealth Advisors LLC$587M AUM | 0.65% | $4M | 78.9K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.64% | $66M | 1.37M | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.64% | $45M | 945.4K | Q2 2026 |
| Cerity Partners Retirement Plan Advisors LLC$196M AUM | 0.64% | $1M | 26.2K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.63% | $120M | 2.49M | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.63% | $307M | 6.39M | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.62% | $56M | 1.16M | Q1 2026OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 0.62% | $1M | 21.9K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.60% | $155M | 3.23M | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.60% | $9M | 190.1K | Q2 2026 |
| Hardworking Capital Advisors, LLC$107M AUM | 0.59% | $629,551 | 13.1K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$149M AUM | 0.59% | $872,589 | 17.7K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.58% | $2M | 39.4K | Q1 2026OLDER |
| J.M. Arbour, LLC$104M AUM | 0.57% | $591,255 | 12.3K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.56% | $6M | 117.9K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.55% | $1M | 29.1K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 0.55% | $676,083 | 14.0K | Q2 2026 |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.54% | $1M | 21.0K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.54% | $589M | 12.25M | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.54% | $1M | 27.2K | Q1 2026OLDER |
| Avise Financial Cooperative, Inc.$121M AUM | 0.53% | $641,929 | 13.4K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.53% | $981M | 20.42M | Q1 2026OLDER |
| MARSHALL FINANCIAL GROUP INC /ADV$364M AUM | 0.53% | $2M | 38.7K | Q3 2025OLDER |
| Lion Street Advisors, LLC$289M AUM | 0.53% | $2M | 26.8K | Q3 2025OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.52% | $2M | 33.3K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.52% | $787,713 | 15.9K | Q3 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.52% | $29M | 28.60M | Q4 2025OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.52% | $4M | 73.6K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.51% | $4M | 90.6K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.51% | $26M | 535.4K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.51% | $678,994 | 14.1K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.50% | $12M | 256.5K | Q2 2026 |
| Excelsior Advisor Network LLC$263M AUM | 0.50% | $1M | 27.2K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.49% | $1M | 28.3K | Q1 2026OLDER |
| Sage Financial Management Group, Inc.$325M AUM | 0.49% | $2M | 33.1K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.49% | $7M | 143.8K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.49% | $2M | 41.9K | Q1 2026OLDER |
| University of Illinois Foundation$487M AUM | 0.48% | $2M | 48.8K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.48% | $18M | 377.3K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.48% | $2M | 36.4K | Q4 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.48% | $1M | 28.7K | Q1 2026OLDER |
| Trellis Wealth Advisors LLC$263M AUM | 0.47% | $1M | 25.9K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.47% | $38M | 793.5K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.47% | $8M | 167.9K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.47% | $1M | 22.6K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.45% | $6M | 127.0K | Q2 2026 |
| Napier Financial, LLC$436M AUM | 0.44% | $2M | 40.2K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.44% | $670,864 | 14.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.44% | $6.0B | 125.01M | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.44% | $28M | 588.1K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.43% | $3M | 65.8K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.43% | $7M | 151.6K | Q4 2025OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.43% | $12M | 253.6K | Q4 2025OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.43% | $3M | 57.7K | Q1 2026OLDER |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 0.42% | $2M | 45.2K | Q3 2025OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.42% | $3M | 62.4K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.42% | $35M | 738.0K | Q1 2026OLDER |
| Arlington Capital Management, Inc.$177M AUM | 0.42% | $741,940 | 15.4K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.41% | $654,876 | 13.6K | Q1 2026OLDER |
| MYECFO, LLC$239M AUM | 0.41% | $978,586 | 20.4K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 0.41% | $455,081 | 9.5K | Q1 2026OLDER |
| Prostatis Group LLC$391M AUM | 0.41% | $2M | 33.0K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.40% | $15M | 310.7K | Q2 2026 |
| Pacific Park Financial, Inc.$153M AUM | 0.39% | $602,739 | 12.5K | Q1 2026OLDER |
| EQ LLC$355M AUM | 0.39% | $1M | 29.0K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.39% | $48M | 1.01M | Q1 2026OLDER |
| VERITY Wealth Advisors$150M AUM | 0.39% | $583,655 | 12.1K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 0.39% | $766,130 | 15.9K | Q1 2026OLDER |
| Investments & Financial Planning, LLC$184M AUM | 0.38% | $707,043 | 14.7K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.38% | $738,705 | 15.4K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.38% | $34M | 712.4K | Q1 2026OLDER |
| Avid Wealth Partners LLC$212M AUM | 0.38% | $797,101 | 16.6K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.38% | $854,823 | 17.8K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 0.37% | $800,657 | 16.7K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.37% | $3M | 65.7K | Q3 2025OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.36% | $6M | 118.7K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.36% | $3M | 61.9K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.36% | $737,534 | 14.9K | Q1 2026OLDER |
| Capasso Planning Partners LLC$185M AUM | 0.36% | $649,179 | 13.4K | Q4 2025OLDER |
| Darden Wealth Group Inc$196M AUM | 0.35% | $686,077 | 14.3K | Q1 2026OLDER |
| JFG Wealth Management, LLC$511M AUM | 0.35% | $2M | 35.9K | Q3 2025OLDER |
| LongView Wealth Management$398M AUM | 0.35% | $1M | 28.6K | Q1 2026OLDER |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 0.34% | $2M | 51.0K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.34% | $5M | 113.1K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.34% | $9M | 181.7K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.34% | $390,550 | 8.1K | Q1 2026OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.34% | $6M | 120.0K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 0.33% | $835,027 | 17.4K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.33% | $3M | 56.2K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.33% | $39M | 811.8K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.33% | $746,492 | 15.5K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 0.33% | $995,972 | 20.7K | Q1 2026OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 0.33% | $402,606 | 8.4K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.33% | $1M | 29.5K | Q1 2026OLDER |
| Mallini Complete Financial Planning LLC$140M AUM | 0.32% | $454,176 | 9.4K | Q2 2026 |
| Global Endowment Management, LP$896M AUM | 0.32% | $3M | 60.3K | Q1 2026OLDER |
| Equita Financial Network, Inc.$318M AUM | 0.32% | $1M | 21.4K | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 0.32% | $805,412 | 16.8K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.32% | $9M | 196.6K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.32% | $3M | 67.1K | Q1 2026OLDER |
| Refined Wealth Management$158M AUM | 0.32% | $503,352 | 10.5K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.32% | $444,318 | 9.2K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.32% | $604,325 | 12.6K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.31% | $2M | 46.3K | Q1 2026OLDER |
| TrustWell Financial Advisors, LLC$106M AUM | 0.31% | $327,046 | 6.8K | Q1 2026OLDER |
| Parsonex Advisory Services, Inc.$102M AUM | 0.30% | $310,691 | 6.5K | Q1 2026OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 0.30% | $1M | 25.2K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.30% | $13M | 276.9K | Q4 2025OLDER |
| FIRST HAWAIIAN BANK$715M AUM | 0.30% | $2M | 44.4K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.30% | $1M | 26.3K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.29% | $4M | 81.4K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.29% | $4M | 88.3K | Q3 2025OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.29% | $883,608 | 18.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.29% | $271M | 5.65M | Q1 2026OLDER |
| LANDMARK WEALTH MANAGEMENT, INC.$265M AUM | 0.29% | $759,574 | 15.8K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.29% | $5M | 112.2K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 0.28% | $623,677 | 13.0K | Q1 2026OLDER |
| Mendel Capital Management LLC$199M AUM | 0.28% | $562,872 | 11.7K | Q1 2026OLDER |
| EWA, LLC$441M AUM | 0.28% | $1M | 26.0K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.28% | $4M | 79.8K | Q1 2026OLDER |
| TWIN CITY PRIVATE WEALTH, LLC$132M AUM | 0.28% | $371,687 | 7.7K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.28% | $4M | 78.9K | Q1 2026OLDER |
| IVC Wealth Advisors LLC$230M AUM | 0.28% | $640,747 | 13.3K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.28% | $8M | 161.1K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.27% | $2M | 37.2K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.27% | $15M | 310.5K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.27% | $24M | 497.2K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.27% | $8M | 162.2K | Q4 2025OLDER |
| TOWLE & CO$257M AUM | 0.27% | $683,415 | 14.2K | Q1 2026OLDER |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 0.27% | $451,598 | 9.3K | Q4 2025OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.26% | $908,787 | 18.9K | Q1 2026OLDER |
| Everest Management Corp.$197M AUM | 0.26% | $522,880 | 10.9K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.26% | $4M | 89.7K | Q1 2026OLDER |
| Torrey-Payne Wealth Management, LLC$109M AUM | 0.26% | $282,054 | 5.9K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.26% | $497,750 | 10.4K | Q1 2026OLDER |
| Value Investment Professionals, LLC$119M AUM | 0.26% | $244,354 | 5.1K | Q4 2025OLDER |
| Aznar Financial Advisors, LLC$104M AUM | 0.26% | $266,292 | 5.5K | Q4 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.26% | $12M | 248.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.26% | $27M | 563.4K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.25% | $1M | 31.2K | Q1 2026OLDER |
| Vestment Financial LLC$212M AUM | 0.25% | $485,351 | 10.0K | Q4 2025OLDER |
| GWN SECURITIES INC.$523M AUM | 0.25% | $1M | 27.1K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.25% | $4M | 80.2K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.25% | $8M | 166.7K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.25% | $12M | 254.6K | Q1 2026OLDER |
| TMB Capital Partners, LLC$297M AUM | 0.24% | $722,711 | 15.0K | Q1 2026OLDER |
| BluePrint Investing LLC$126M AUM | 0.24% | $304,157 | 6.3K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.24% | $454,838 | 9.5K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.24% | $1M | 22.7K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.24% | $1M | 23.7K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.24% | $574,438 | 12.0K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.24% | $659,191 | 13.7K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.24% | $809,883 | 16.9K | Q2 2026 |
| Meadowbrook Advisors Group, LLC$168M AUM | 0.24% | $395,644 | 8.2K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.24% | $5M | 94.5K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.23% | $2M | 27.2K | Q2 2026 |
| Fjell Capital, LLC$130M AUM | 0.23% | $304,368 | 6.3K | Q4 2025OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.23% | $677,025 | 14.1K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.23% | $419,717 | 8.7K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 0.23% | $408,364 | 8.5K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.23% | $5M | 104.3K | Q1 2026OLDER |
| Oceanside Advisors LLC$175M AUM | 0.23% | $397,657 | 8.3K | Q1 2026OLDER |
| RFP Financial Group LLC$184M AUM | 0.23% | $553,630 | 11.3K | Q3 2025OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.23% | $5M | 112.2K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$122M AUM | 0.22% | $273,645 | 5.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.22% | $80M | 1.67M | Q1 2026OLDER |
| Joel Adams & Associates, Inc.$135M AUM | 0.22% | $297,383 | 6.2K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.22% | $256,535 | 5.3K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 0.22% | $343,299 | 7.1K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.22% | $425,274 | 8.9K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.22% | $219,108 | 4.6K | Q1 2026OLDER |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 0.21% | $497,982 | 10.4K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.21% | $446,384 | 9.3K | Q1 2026OLDER |
| Straight Path Wealth Management$374M AUM | 0.21% | $792,412 | 16.5K | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$132M AUM | 0.21% | $251,892 | 5.2K | Q4 2025OLDER |
| Aspen Wealth Management LLC$501M AUM | 0.21% | $1M | 21.9K | Q1 2026OLDER |
| Signet Private Wealth LLC$105M AUM | 0.21% | $215,600 | 4.5K | Q1 2026OLDER |
| Three Bridge Wealth Advisors, LLC$364M AUM | 0.21% | $748,684 | 15.6K | Q1 2026OLDER |
| Essential Planning, LLC.$315M AUM | 0.20% | $639,351 | 13.3K | Q1 2026OLDER |
| Dynamic Wealth Strategies, LLC$173M AUM | 0.20% | $348,843 | 7.3K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.20% | $4M | 91.5K | Q1 2026OLDER |
| Diesslin Group, Inc.$259M AUM | 0.20% | $519,971 | 10.7K | Q2 2026 |
| Phil A. Younker & Associates, Ltd.$150M AUM | 0.20% | $300,312 | 6.3K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.20% | $12M | 257.2K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 0.20% | $2M | 40.1K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.20% | $962,985 | 20.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.20% | $7M | 144.5K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.19% | $2M | 31.8K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.19% | $1M | 26.1K | Q1 2026OLDER |
| Southland Equity Partners LLC$513M AUM | 0.19% | $991,113 | 20.6K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.19% | $5M | 102.9K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.19% | $10M | 216.6K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.19% | $2M | 35.5K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.19% | $927,034 | 19.3K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.19% | $832,556 | 17.4K | Q1 2026OLDER |
| UNIVEST FINANCIAL Corp$1.8B AUM | 0.19% | $3M | 68.8K | Q1 2026OLDER |
| SHAYNE & JACOBS, LLC$337M AUM | 0.19% | $625,231 | 12.9K | Q2 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.19% | $1M | 30.8K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.19% | $210,525 | 4.3K | Q2 2026 |
| Gordian Advisors LLC$150M AUM | 0.18% | $277,398 | 5.8K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.18% | $289,501 | 6.0K | Q1 2026OLDER |
| Verde Capital Management$468M AUM | 0.18% | $850,588 | 17.7K | Q1 2026OLDER |
| NDVR, Inc.$121M AUM | 0.18% | $217,633 | 4.5K | Q4 2025OLDER |
| NOVEM GROUP$873M AUM | 0.18% | $2M | 32.6K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.18% | $8M | 171.6K | Q1 2026OLDER |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM | 0.18% | $343,558 | 7.2K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.18% | $241,499 | 5.0K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.17% | $1M | 22.2K | Q1 2026OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 0.17% | $1M | 28.1K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.17% | $213,069 | 4.4K | Q1 2026OLDER |
| Clientfirst Wealth Management, LLC$118M AUM | 0.17% | $201,858 | 4.2K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.17% | $3M | 72.2K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.17% | $424,824 | 8.8K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.16% | $3M | 63.2K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.