VANGUARD INTL EQUITY INDEX F
CUSIP 922042676
Vanguard Intl Equity Index F has 373 institutional holders in Filings Flow’s 13F database, together reporting 40.48M shares worth $1.8B as of Q1 2026. The largest reported holders are Empower Advisory Group, LLC, Charles Schwab Investment Management Inc, and Ballentine Partners, LLC.
Institutional Holders
373
Q1 2026
Reported Value
$1.8B
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 |
|---|---|---|---|---|
| MOLLER WEALTH PARTNERS$507M AUM | 4.24% | $21M | 483.0K | Q1 2026OLDER |
| Marathon Strategic Advisors, LLC$139M AUM | 4.13% | $6M | 129.3K | Q1 2026OLDER |
| Value Investment Professionals, LLC$119M AUM | 3.10% | $4M | 43.1K | Q2 2026 |
| Strategic Financial Planning, Inc.$171M AUM | 3.07% | $5M | 117.6K | Q4 2025OLDER |
| Payne Capital Management, LLC$331M AUM | 3.06% | $10M | 227.4K | Q1 2026OLDER |
| BluePrint Investing LLC$126M AUM | 2.97% | $4M | 84.0K | Q1 2026OLDER |
| Chandler Asset Management, Inc.$659M AUM | 2.87% | $19M | 425.1K | Q1 2026OLDER |
| Upper Left Wealth Management, LLC$169M AUM | 2.70% | $5M | 103.0K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 2.50% | $5M | 104.4K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 2.47% | $4M | 84.8K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 2.36% | $9M | 196.6K | Q3 2025OLDER |
| Traveka Wealth, LLC$262M AUM | 2.01% | $5M | 118.2K | Q1 2026OLDER |
| Cypress Point Wealth Management, LLC$464M AUM | 1.96% | $9M | 204.7K | Q1 2026OLDER |
| Obsido Oy$165M AUM | 1.86% | $3M | 69.0K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 1.68% | $648M | 14.57M | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 1.64% | $2M | 41.8K | Q1 2026OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 1.38% | $2M | 55.9K | Q1 2026OLDER |
| Amicus Financial Advisors, LLC$363M AUM | 1.36% | $5M | 110.7K | Q1 2026OLDER |
| Aletheian Wealth Advisors LLC$234M AUM | 1.31% | $3M | 68.6K | Q2 2026 |
| Warren Street Wealth Advisors, LLC$393M AUM | 1.30% | $5M | 115.4K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 1.24% | $3M | 71.3K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 1.13% | $3M | 72.8K | Q4 2025OLDER |
| Sincerus Advisory, LLC$147M AUM | 1.01% | $1M | 33.2K | Q2 2026 |
| Disciplined Investments, LLC$279M AUM | 1.00% | $3M | 62.4K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.98% | $70M | 1.58M | Q1 2026OLDER |
| Heartland Bank & Trust Co$442M AUM | 0.98% | $4M | 97.3K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$386M AUM | 0.95% | $4M | 82.0K | Q1 2026OLDER |
| Prairiewood Capital, LLC$346M AUM | 0.91% | $3M | 70.9K | Q1 2026OLDER |
| LPWM LLC$396M AUM | 0.90% | $4M | 80.5K | Q1 2026OLDER |
| Marotta Asset Management$601M AUM | 0.88% | $5M | 117.5K | Q2 2026 |
| William Howard & Co Financial Advisors Inc$129M AUM | 0.79% | $1M | 22.6K | Q2 2026 |
| Haven Private, LLC$230M AUM | 0.78% | $2M | 40.5K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.76% | $3M | 73.8K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 0.74% | $824,459 | 18.5K | Q1 2026OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 0.74% | $2M | 51.1K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.73% | $5M | 108.2K | Q2 2026 |
| Dunhill Financial, LLC$424M AUM | 0.70% | $3M | 67.1K | Q1 2026OLDER |
| Rockwood Wealth Management, LLC$1.4B AUM | 0.70% | $10M | 220.5K | Q1 2026OLDER |
| Lifetime Wealth Management P.C.$176M AUM | 0.69% | $1M | 27.3K | Q1 2026OLDER |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 0.68% | $866,997 | 19.5K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.67% | $19M | 432.9K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 0.65% | $827,542 | 17.3K | Q3 2025OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.64% | $1M | 31.8K | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 0.63% | $2M | 35.3K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.62% | $1M | 31.1K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.62% | $5M | 101.7K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.59% | $1M | 24.4K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.57% | $1M | 29.2K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.54% | $2M | 48.0K | Q1 2026OLDER |
| Urban Financial Advisory Corp$283M AUM | 0.52% | $1M | 33.2K | Q1 2026OLDER |
| Horizons Wealth Management$152M AUM | 0.48% | $728,473 | 16.4K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.48% | $2M | 38.7K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 0.45% | $585,192 | 9.8K | Q1 2026OLDER |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$350M AUM | 0.43% | $1M | 33.6K | Q1 2026OLDER |
| VISTA CAPITAL PARTNERS, INC.$994M AUM | 0.43% | $4M | 95.3K | Q1 2026OLDER |
| Powerhouse Assets LLC$115M AUM | 0.42% | $481,728 | 10.8K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.41% | $1M | 25.0K | Q1 2026OLDER |
| Life Planning Partners, Inc$131M AUM | 0.41% | $536,338 | 12.1K | Q1 2026OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.37% | $7M | 153.8K | Q1 2026OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 0.37% | $1M | 25.1K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 0.36% | $416,597 | 9.1K | Q4 2025OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.35% | $20M | 453.2K | Q1 2026OLDER |
| Mason Investment Advisory Services, Inc.$2.2B AUM | 0.33% | $7M | 160.1K | Q1 2026OLDER |
| Sound Financial Strategies Group, LLC$147M AUM | 0.32% | $468,948 | 10.6K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.32% | $2M | 53.8K | Q1 2026OLDER |
| Verde Capital Management$468M AUM | 0.32% | $1M | 33.1K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.31% | $2M | 36.4K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 0.31% | $3M | 77.5K | Q1 2026OLDER |
| Traub Capital Management LLC$101M AUM | 0.31% | $309,016 | 7.0K | Q1 2026OLDER |
| Antonelli Financial Advisors, LLC$145M AUM | 0.29% | $423,000 | 9.5K | Q1 2026OLDER |
| Harpswell Capital Advisors, LLC$134M AUM | 0.29% | $384,937 | 8.7K | Q1 2026OLDER |
| Uptown Financial Advisors LLC$126M AUM | 0.29% | $360,045 | 8.1K | Q1 2026OLDER |
| Mount Lucas Management LP$271M AUM | 0.28% | $752,138 | 16.9K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.27% | $9M | 193.6K | Q1 2026OLDER |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.26% | $557,841 | 11.7K | Q3 2025OLDER |
| Unconventional Investor, LLC$211M AUM | 0.26% | $540,164 | 12.2K | Q1 2026OLDER |
| JMG Financial Group, Ltd.$3.6B AUM | 0.26% | $9M | 209.0K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.25% | $396,105 | 8.9K | Q1 2026OLDER |
| Family CFO Inc$223M AUM | 0.24% | $536,900 | 12.1K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.24% | $322,174 | 7.2K | Q1 2026OLDER |
| SGL Investment Advisors, Inc.$266M AUM | 0.23% | $615,884 | 12.9K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 0.23% | $1M | 28.4K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.23% | $844,515 | 18.4K | Q4 2025OLDER |
| Canal Capital Management, LLC$739M AUM | 0.22% | $2M | 37.1K | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 0.22% | $315,227 | 7.1K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.22% | $3M | 58.4K | Q1 2026OLDER |
| Partners in Financial Planning$603M AUM | 0.22% | $1M | 29.7K | Q1 2026OLDER |
| Addison Capital Co$562M AUM | 0.21% | $1M | 26.2K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.20% | $33M | 752.5K | Q1 2026OLDER |
| Jordan Park Trust Co LLC$131M AUM | 0.20% | $265,056 | 6.0K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 0.19% | $250,120 | 5.6K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 0.19% | $385,159 | 8.7K | Q1 2026OLDER |
| North Ridge Wealth Advisors, Inc.$178M AUM | 0.18% | $314,652 | 7.1K | Q1 2026OLDER |
| Pictet North America Advisors SA$1.0B AUM | 0.18% | $2M | 40.0K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.15% | $6M | 128.4K | Q2 2026 |
| Montecito Bank & Trust$607M AUM | 0.15% | $917,226 | 20.6K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.14% | $2M | 38.2K | Q1 2026OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.14% | $7M | 160.6K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.13% | $498,085 | 11.2K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 0.13% | $501,793 | 11.2K | Q2 2026 |
| Climber Capital SA$153M AUM | 0.13% | $200,598 | 4.5K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.13% | $269,278 | 6.1K | Q1 2026OLDER |
| Integrity Investment Advisors, LLC$184M AUM | 0.13% | $233,420 | 5.1K | Q4 2025OLDER |
| MB Generational Wealth, LLC$181M AUM | 0.13% | $238,689 | 5.2K | Q4 2025OLDER |
| First Citizens Asset Management, Inc.$178M AUM | 0.13% | $223,815 | 5.4K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.12% | $2M | 45.2K | Q1 2026OLDER |
| HARBOR ADVISORY CORP /MA/$333M AUM | 0.12% | $400,871 | 8.7K | Q4 2025OLDER |
| VestGen Investment Management$181M AUM | 0.12% | $208,985 | 4.6K | Q4 2025OLDER |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 0.11% | $367,646 | 8.3K | Q1 2026OLDER |
| AlphaCentric Advisors LLC$100M AUM | 0.11% | $110,192 | 2.5K | Q1 2026OLDER |
| Slow Capital, Inc.$770M AUM | 0.11% | $837,591 | 18.8K | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 0.11% | $529,133 | 11.9K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.11% | $354,485 | 7.9K | Q2 2026 |
| Parkwoods Wealth Partners, LLC$408M AUM | 0.10% | $418,897 | 9.4K | Q1 2026OLDER |
| First National Bank of Mount Dora, Trust Investment Services$499M AUM | 0.10% | $511,290 | 11.4K | Q2 2026 |
| Integris Wealth Management, LLC$435M AUM | 0.10% | $425,623 | 9.6K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.10% | $203,229 | 4.3K | Q3 2025OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.09% | $1M | 32.7K | Q1 2026OLDER |
| Marble Harbor Investment Counsel, LLC$923M AUM | 0.09% | $837,883 | 18.9K | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 0.09% | $207,835 | 4.7K | Q1 2026OLDER |
| Uniplan Investment Counsel, Inc.$974M AUM | 0.08% | $819,030 | 18.4K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.08% | $224,760 | 4.7K | Q3 2025OLDER |
| Unison Advisors LLC$1.3B AUM | 0.08% | $1M | 24.1K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.08% | $565,609 | 12.7K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.08% | $201,136 | 4.5K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.08% | $7M | 138.7K | Q3 2025OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.07% | $251,387 | 5.7K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.07% | $34M | 773.0K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.07% | $1M | 27.2K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.07% | $20M | 455.6K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.07% | $265,630 | 5.8K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.06% | $10M | 169.9K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.06% | $3M | 70.4K | Q1 2026OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.06% | $618,863 | 13.9K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.06% | $1M | 25.4K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.06% | $239,541 | 5.4K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.06% | $2M | 37.0K | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.06% | $378,758 | 8.5K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.05% | $444,500 | 10.0K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.05% | $2M | 40.0K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.05% | $681,641 | 15.3K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 0.05% | $200,365 | 4.2K | Q3 2025OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.05% | $225,716 | 4.9K | Q2 2026 |
| Apeiron RIA LLC$431M AUM | 0.05% | $206,406 | 4.6K | Q1 2026OLDER |
| ADVOCATE GROUP LLC$639M AUM | 0.05% | $290,928 | 6.1K | Q3 2025OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.05% | $1M | 28.1K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.04% | $210,660 | 4.7K | Q1 2026OLDER |
| Martel Wealth Advisors LLC$587M AUM | 0.04% | $258,704 | 5.6K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $366,046 | 8.2K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.04% | $463 | 10.1K | Q4 2025OLDER |
| Fairman Group, LLC$117M AUM | 0.04% | $48,422 | 1.1K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.04% | $178,531 | 4.0K | Q2 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.04% | $775,031 | 17.4K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.04% | $3M | 78.4K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.04% | $2M | 37.3K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.04% | $27M | 613.4K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.04% | $2M | 41.1K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.04% | $200,470 | 4.5K | Q1 2026OLDER |
| Cerity Partners OCIO LLC$1.7B AUM | 0.04% | $675,911 | 14.7K | Q4 2025OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.04% | $340,531 | 7.7K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.04% | $322,796 | 7.3K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.04% | $215,594 | 4.5K | Q3 2025OLDER |
| Heritage Trust Co$997M AUM | 0.03% | $328,451 | 6.9K | Q3 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.03% | $225M | 5.06M | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $3M | 76.4K | Q1 2026OLDER |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.03% | $595,452 | 13.4K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.03% | $83,933 | 1.8K | Q4 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.03% | $3M | 67.0K | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 0.03% | $407,976 | 8.9K | Q4 2025OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.03% | $500,387 | 11.3K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.03% | $90,945 | 2.0K | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 0.03% | $44,458 | 1.0K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.02% | $504,889 | 11.3K | Q2 2026 |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 0.02% | $228,422 | 5.1K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.02% | $27M | 612.6K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.02% | $34M | 765.8K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.02% | $1M | 27.1K | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.02% | $756,440 | 16.9K | Q2 2026 |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.02% | $53,664 | 1.1K | Q3 2025OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.02% | $346,046 | 7.5K | Q4 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $859,368 | 18.0K | Q3 2025OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.02% | $213,122 | 4.8K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.02% | $591,701 | 12.6K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.02% | $254,770 | 5.6K | Q4 2025OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.02% | $2M | 50.2K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.02% | $696,536 | 15.7K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.02% | $1M | 33.4K | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 0.02% | $146,700 | 1.7K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 33.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.02% | $6M | 143.8K | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.02% | $6M | 126.3K | Q1 2026OLDER |
| Johnson Financial Group, LLC$1.5B AUM | 0.02% | $241,630 | 5.4K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.02% | $204,729 | 4.3K | Q3 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.02% | $2M | 44.4K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $614,083 | 12.9K | Q3 2025OLDER |
| Front Row Advisors LLC$296M AUM | 0.01% | $43,205 | 972 | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.01% | $366,623 | 8.2K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $405,547 | 8.8K | Q4 2025OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.01% | $25,971 | 544 | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $329,419 | 7.4K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $1M | 23.8K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.01% | $12,699 | 313 | Q2 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $393,650 | 8.9K | Q1 2026OLDER |
| SVB WEALTH LLC$1.5B AUM | 0.01% | $221,849 | 4.6K | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $257,632 | 5.8K | Q1 2026OLDER |
| Woodside Wealth Management LLC$128M AUM | 0.01% | $15,356 | 335 | Q4 2025OLDER |
| BAILARD, INC.$4.4B AUM | 0.01% | $480,039 | 10.8K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 0.01% | $255,008 | 5.6K | Q4 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $2M | 44.1K | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.01% | $505,574 | 11.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $39M | 869.9K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $634,042 | 14.3K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $147,058 | 3.3K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.01% | $209,804 | 4.7K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.01% | $24,003 | 540 | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $793,707 | 17.3K | Q4 2025OLDER |
| Foster Group, Inc.$3.8B AUM | 0.01% | $341,183 | 7.6K | Q2 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $333,967 | 7.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 53.0K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $27M | 601.3K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $2M | 50.0K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.01% | $378,400 | 8.5K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.01% | $6M | 145.3K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $427,734 | 9.3K | Q4 2025OLDER |
| Pacifica Partners Inc.$301M AUM | 0.01% | $22,447 | 505 | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $1M | 25.4K | Q2 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $92,723 | 2.1K | Q1 2026OLDER |
| Truepoint, Inc.$4.5B AUM | 0.01% | $298,571 | 6.7K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $204,710 | 4.6K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $208,010 | 4.6K | Q2 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $356,800 | 8.0K | Q2 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.01% | $45,804 | 1.0K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $289,960 | 6.5K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $8,623 | 194 | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.01% | $13,845 | 290 | Q3 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $256,904 | 5.6K | Q4 2025OLDER |
| Richardson Capital Management LLC$207M AUM | 0.01% | $12,713 | 286 | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.01% | $18,670 | 420 | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.01% | $17,913 | 403 | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.01% | $13,957 | 314 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 90.2K | Q1 2026OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.01% | $103,835 | 2.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 34.4K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.01% | $12,558 | 283 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $1M | 26.4K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.01% | $145,618 | 3.3K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.01% | $21,958 | 494 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $5M | 116.0K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $5M | 110.5K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $333,968 | 7.5K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.01% | $172,966 | 3.9K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.01% | $668,176 | 15.0K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $474,104 | 10.7K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $144,978 | 3.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $7M | 165.6K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.00% | $305,123 | 6.7K | Q2 2026 |
| Choate Investment Advisors$5.1B AUM | 0.00% | $207,000 | 4.3K | Q3 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $47,740 | 1.0K | Q3 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $230,118 | 5.2K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $394,983 | 8.9K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $717,371 | 16.1K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.00% | $215,360 | 4.8K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $839,038 | 18.9K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $204,838 | 4.3K | Q3 2025OLDER |
| Family Legacy Financial Solutions, LLC$124M AUM | 0.00% | $4,392 | 92 | Q3 2025OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $1M | 32.5K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 61.0K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $12,556 | 263 | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $34,938 | 786 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $44,694 | 975 | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.00% | $6,312 | 142 | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $207,493 | 4.7K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $490,551 | 11.0K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $15,291 | 344 | Q1 2026OLDER |
| Davis Capital Management$148M AUM | 0.00% | $3,962 | 83 | Q3 2025OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $30,669 | 669 | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2M | 53.0K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $53,340 | 1.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 26.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $33M | 736.5K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $438,090 | 9.9K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $200,585 | 4.2K | Q3 2025OLDER |
| Noble Wealth Management PBC$223M AUM | 0.00% | $4,445 | 100 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $36,834 | 829 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $37M | 814.2K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 28.1K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $4,908 | 107 | Q4 2025OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $3,600 | 81 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $133,823 | 3.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $8M | 174.2K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $309,112 | 7.0K | Q1 2026OLDER |
| Pillar Financial Advisors, LLC$171M AUM | 0.00% | $3,245 | 73 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $9,260 | 206 | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $6,097 | 133 | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $332,782 | 7.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 23.0K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $14,694 | 331 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 28.3K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $72,809 | 1.6K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $26,582 | 598 | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $43,998 | 981 | Q2 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 38.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $10M | 224.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $11M | 246.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $103,810 | 2.3K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $9M | 191.6K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $15,928 | 358 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $42,894 | 965 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $6,134 | 138 | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $8,890 | 200 | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $210,437 | 4.4K | Q3 2025OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $3,667 | 80 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $6M | 126.2K | Q2 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $14,313 | 322 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $6M | 126.2K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $353,037 | 7.9K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $10,090 | 227 | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $3,867 | 87 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $8M | 188.9K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $28,330 | 618 | Q4 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $243,024 | 5.1K | Q3 2025OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.00% | $2,312 | 52 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 118.9K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $36,360 | 818 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $40,450 | 910 | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $2,401 | 54 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $293,845 | 6.6K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $274,134 | 6.1K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $69,120 | 1.6K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $138,063 | 3.1K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $480,060 | 10.8K | Q1 2026OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.00% | $27,559 | 620 | Q1 2026OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.00% | $3,724 | 78 | Q3 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $2M | 50.0K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $132,683 | 3.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $6,454 | 145 | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $16,548 | 361 | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $47,739 | 1.1K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $6,922 | 145 | Q3 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $2,934 | 66 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $147,513 | 3.2K | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $11,290 | 254 | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.00% | $1,575 | 33 | Q3 2025OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.00% | $1,194 | 25 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $5M | 105.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $347,487 | 7.8K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $5,154 | 115 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $17,190 | 375 | Q4 2025OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $6,647 | 145 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $6M | 148.3K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $5,730 | 125 | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $369,763 | 8.3K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $234,314 | 5.3K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $633,501 | 14.3K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $4,846 | 109 | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $430,099 | 9.0K | Q3 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $667 | 15 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $8,890 | 200 | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.00% | $1,246 | 27 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $539,781 | 12.1K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $60,985 | 1.4K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.00% | $889 | 20 | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $224,117 | 5.0K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $154,389 | 3.4K | Q4 2025OLDER |
| Investors Research Corp$523M AUM | 0.00% | $1,334 | 30 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $2,400 | 54 | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $1,175 | 26 | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $668 | 14 | Q3 2025OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $1,263 | 27 | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $2,736 | 61 | Q2 2026 |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $2,090 | 47 | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.00% | $311 | 7 | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $458 | 10 | Q4 2025OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $1,912 | 43 | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.00% | $381 | 9 | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $9,157 | 206 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $4,001 | 90 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $372,625 | 8.4K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $3,484 | 76 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $180,858 | 4.1K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $6,668 | 150 | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.00% | $1,556 | 35 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $83,833 | 1.9K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $7,735 | 174 | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.00% | $1,244 | 28 | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.00% | $6,890 | 155 | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $222 | 5 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $4,267 | 96 | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.00% | $1,067 | 24 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $2,223 | 50 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $551,924 | 12.4K | Q1 2026OLDER |
| Gold Investment Management Ltd.$323M AUM | 0.00% | $400 | 9 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $22,847 | 514 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $242,451 | 5.6K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $445 | 10 | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $2,578 | 54 | Q3 2025OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $1,156 | 26 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $295,806 | 6.5K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $22,950 | 516 | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.00% | $311 | 7 | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.00% | $286 | 6 | Q3 2025OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $400 | 9 | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $89 | 2 | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $2,000 | 45 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $13,034 | 273 | Q3 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $942 | 21 | Q2 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $2,134 | 48 | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.00% | $133 | 3 | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $2,445 | 55 | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $314 | 7 | Q2 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $2,244 | 47 | Q3 2025OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $60 | 1 | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.00% | $133 | 3 | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $1M | 32.3K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $4,045 | 91 | Q1 2026OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 0.00% | $134 | 3 | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.00% | $44 | 1 | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $102 | 2 | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $401 | 9 | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $1,194 | 25 | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $534 | 12 | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.00% | $95 | 2 | Q3 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $218 | 5 | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $101 | 2 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $245,881 | 5.5K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $16,002 | 360 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $276 | 6 | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $89 | 2 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $436 | 10 | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $15 | 0 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $253,582 | 5.7K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $4,890 | 110 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $143 | 3 | Q3 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $8,985 | 196 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $5,289 | 119 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $222 | 5 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $8,045 | 181 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $96 | 2 | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1,111 | 25 | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | — | $0 | 0 | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | — | $0 | 0 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.