VANGUARD INTL EQUITY INDEX F
CUSIP 922042718
Vanguard Intl Equity Index F has 690 institutional holders in Filings Flow’s 13F database, together reporting 38.24M shares worth $5.0B as of Q1 2026. The largest reported holders are Empower Advisory Group, LLC, Jones Financial Companies Lllp, and Mason Investment Advisory Services, Inc..
Institutional Holders
690
Q1 2026
Reported Value
$5.0B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Mason Investment Advisory Services, Inc.$2.2B AUM | 12.83% | $278M | 1.91M | Q1 2026OLDER |
| E&R Wealth Management, LLC$100M AUM | 6.66% | $7M | 45.9K | Q1 2026OLDER |
| Strategic Financial Planning, Inc.$171M AUM | 6.40% | $11M | 78.5K | Q4 2025OLDER |
| Family CFO Inc$223M AUM | 5.41% | $12M | 82.9K | Q1 2026OLDER |
| Gladwyn Financial Advisors, Inc.$160M AUM | 4.69% | $7M | 48.6K | Q2 2026 |
| Grove Street Fiduciary, LLC$227M AUM | 4.37% | $10M | 68.0K | Q1 2026OLDER |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM | 4.29% | $5M | 32.7K | Q1 2026OLDER |
| MilWealth Group LLC$420M AUM | 4.09% | $17M | 117.7K | Q1 2026OLDER |
| ATMOS ADVISORY, LLC$191M AUM | 3.90% | $7M | 48.4K | Q2 2026 |
| Womack Financial LLC$136M AUM | 3.52% | $5M | 32.8K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 3.51% | $9M | 62.9K | Q1 2026OLDER |
| Obsido Oy$165M AUM | 3.39% | $6M | 38.4K | Q1 2026OLDER |
| 25 LLC$324M AUM | 3.38% | $11M | 75.3K | Q1 2026OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 3.02% | $4M | 27.6K | Q1 2026OLDER |
| Efficient Advisors, LLC$1.4B AUM | 2.97% | $42M | 287.1K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 2.84% | $5M | 35.5K | Q1 2026OLDER |
| Flower City Capital$227M AUM | 2.79% | $6M | 41.1K | Q2 2026 |
| Newton One Investments LLC$368M AUM | 2.66% | $10M | 67.2K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 2.60% | $6M | 38.2K | Q1 2026OLDER |
| Partners in Financial Planning$603M AUM | 2.56% | $15M | 105.7K | Q1 2026OLDER |
| Causey Wealth LLC$205M AUM | 2.39% | $5M | 34.4K | Q1 2026OLDER |
| Uptown Financial Advisors LLC$126M AUM | 2.39% | $3M | 20.6K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 2.37% | $43M | 301.9K | Q3 2025OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 2.32% | $3M | 17.1K | Q2 2026 |
| Arbor Wealth Advisors LLC$164M AUM | 2.19% | $4M | 23.2K | Q2 2026 |
| Aletheian Wealth Advisors LLC$234M AUM | 2.14% | $5M | 32.5K | Q2 2026 |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 2.10% | $26M | 179.7K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 2.01% | $5M | 32.7K | Q1 2026OLDER |
| Harpswell Capital Advisors, LLC$134M AUM | 1.96% | $3M | 18.1K | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 1.93% | $18M | 123.9K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 1.89% | $729M | 5.00M | Q1 2026OLDER |
| BlueSky Wealth Advisors, LLC$777M AUM | 1.88% | $15M | 100.3K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 1.87% | $9M | 61.1K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 1.86% | $8M | 58.2K | Q1 2026OLDER |
| Sage Financial Management Group, Inc.$325M AUM | 1.86% | $6M | 41.6K | Q1 2026OLDER |
| Pacific Life Fund Advisors LLC$871M AUM | 1.83% | $16M | 109.2K | Q1 2026OLDER |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 1.82% | $10M | 70.8K | Q1 2026OLDER |
| WIT, LLC$5.3B AUM | 1.81% | $96M | 658.5K | Q1 2026OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 1.81% | $11M | 70.1K | Q2 2026 |
| Cassilly Financial Group LLC$115M AUM | 1.72% | $2M | 13.6K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 1.70% | $5M | 31.7K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 1.68% | $10M | 70.4K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 1.66% | $2M | 12.7K | Q1 2026OLDER |
| Livet Wealth, LLC$157M AUM | 1.62% | $3M | 17.5K | Q1 2026OLDER |
| Aberdeen Wealth Management LLC$219M AUM | 1.60% | $4M | 24.1K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 1.59% | $4M | 24.7K | Q1 2026OLDER |
| Sincerus Advisory, LLC$147M AUM | 1.56% | $2M | 14.9K | Q2 2026 |
| Upper Left Wealth Management, LLC$169M AUM | 1.53% | $3M | 17.8K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 1.51% | $3M | 19.6K | Q2 2026 |
| Midwest Financial Partners Investments, Inc.$189M AUM | 1.46% | $3M | 18.9K | Q1 2026OLDER |
| Colony Family Offices, LLC$406M AUM | 1.43% | $6M | 39.8K | Q1 2026OLDER |
| Cushing Capital Partners, LLC$130M AUM | 1.41% | $2M | 12.6K | Q1 2026OLDER |
| Mittelman Wealth Management$160M AUM | 1.37% | $2M | 15.1K | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 1.36% | $5M | 34.9K | Q1 2026OLDER |
| Noble Family Wealth, LLC$484M AUM | 1.27% | $6M | 42.1K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 1.25% | $13M | 87.5K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 1.24% | $11M | 74.6K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 1.21% | $11M | 77.5K | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 1.19% | $1M | 9.0K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 1.17% | $10M | 65.4K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 1.15% | $42M | 287.3K | Q1 2026OLDER |
| MOLLER WEALTH PARTNERS$507M AUM | 1.14% | $6M | 39.6K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 1.12% | $3M | 20.3K | Q3 2025OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 1.09% | $4M | 22.8K | Q1 2026OLDER |
| Golden Bell Financial Planning LLC$125M AUM | 1.07% | $1M | 9.2K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 1.07% | $6M | 39.2K | Q1 2026OLDER |
| PW ADVISORS, LLC \ FL$133M AUM | 1.06% | $1M | 9.7K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 1.04% | $2M | 11.3K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 1.02% | $2M | 16.0K | Q3 2025OLDER |
| Boston Standard Wealth Management, LLC$689M AUM | 0.99% | $7M | 44.1K | Q2 2026 |
| LPWM LLC$396M AUM | 0.95% | $4M | 25.7K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 0.95% | $2M | 16.5K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.93% | $12M | 85.7K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 0.93% | $9M | 62.2K | Q1 2026OLDER |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 0.92% | $3M | 18.6K | Q1 2026OLDER |
| Quantum Capital Management, LLC / NJ$781M AUM | 0.90% | $7M | 48.5K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.90% | $1M | 6.9K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.90% | $28M | 180.9K | Q1 2026OLDER |
| LFG Wealth Partners, LLC$166M AUM | 0.88% | $1M | 10.0K | Q2 2026 |
| AllSquare Wealth Management LLC$189M AUM | 0.87% | $2M | 11.6K | Q4 2025OLDER |
| Traveka Wealth, LLC$262M AUM | 0.87% | $2M | 15.6K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 0.87% | $8M | 56.6K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.85% | $221M | 1.51M | Q1 2026OLDER |
| Cornerstone Wealth Advisors, Inc.$434M AUM | 0.82% | $4M | 24.3K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.80% | $2M | 15.1K | Q3 2025OLDER |
| JDH Wealth Management, LLC$148M AUM | 0.78% | $1M | 7.9K | Q1 2026OLDER |
| JMN Financial LLC$102M AUM | 0.77% | $779,985 | 5.3K | Q1 2026OLDER |
| Life Planning Partners, Inc$131M AUM | 0.73% | $956,091 | 6.6K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 0.73% | $2M | 14.2K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.66% | $5M | 32.7K | Q1 2026OLDER |
| Johnson Financial Group, LLC$1.5B AUM | 0.66% | $10M | 67.7K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.64% | $10M | 66.5K | Q2 2026 |
| Tanager Wealth Management LLP$1.0B AUM | 0.63% | $7M | 44.9K | Q1 2026OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.63% | $2M | 15.8K | Q1 2026OLDER |
| INSPIRE TRUST CO, N.A.$648M AUM | 0.61% | $4M | 27.0K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 0.61% | $2M | 14.2K | Q1 2026OLDER |
| William Mack & Associates, Inc.$175M AUM | 0.60% | $1M | 7.2K | Q1 2026OLDER |
| Payne Capital Management, LLC$331M AUM | 0.59% | $2M | 13.5K | Q1 2026OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.58% | $832,871 | 5.4K | Q2 2026 |
| Red Wave Investments LLC$335M AUM | 0.57% | $2M | 13.1K | Q1 2026OLDER |
| GRANVILLE CAPITAL, INC.$191M AUM | 0.57% | $1M | 7.5K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.57% | $10M | 69.5K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.55% | $4M | 23.5K | Q2 2026 |
| Advocate Investing Services LLC$118M AUM | 0.53% | $620,249 | 4.3K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.52% | $30M | 206.4K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 0.52% | $2M | 14.0K | Q1 2026OLDER |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 0.52% | $3M | 17.9K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.51% | $4M | 26.5K | Q1 2026OLDER |
| Sound Financial Strategies Group, LLC$147M AUM | 0.51% | $716,363 | 5.0K | Q4 2025OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.51% | $4M | 34.7K | Q1 2026OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 0.49% | $5M | 34.7K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.47% | $4M | 28.3K | Q1 2026OLDER |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 0.46% | $527,646 | 3.7K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.46% | $9M | 62.8K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.45% | $4M | 25.7K | Q2 2026 |
| Rede Wealth, LLC$278M AUM | 0.44% | $558,796 | 3.9K | Q3 2025OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.44% | $2M | 14.0K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.43% | $4M | 28.5K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 0.43% | $1M | 10.2K | Q1 2026OLDER |
| Alpha Financial Advisors, LLC$326M AUM | 0.43% | $1M | 9.6K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.41% | $67M | 458.6K | Q1 2026OLDER |
| Fusion Family Wealth, LLC$1.3B AUM | 0.41% | $6M | 37.8K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.41% | $4M | 28.7K | Q1 2026OLDER |
| Farnam Financial LLC$122M AUM | 0.41% | $492,268 | 3.4K | Q1 2026OLDER |
| Clarion Wealth Managment Partners, LLC$110M AUM | 0.40% | $446,544 | 3.1K | Q1 2026OLDER |
| St. Louis Trust Co$856M AUM | 0.40% | $3M | 23.5K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 0.40% | $749,217 | 5.1K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.39% | $14M | 92.9K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.38% | $5M | 31.8K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.38% | $2M | 12.6K | Q1 2026OLDER |
| Broussard Financial Group LLC$125M AUM | 0.37% | $462,592 | 3.2K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.37% | $26M | 170.5K | Q2 2026 |
| AMARA FINANCIAL, LLC.$145M AUM | 0.37% | $496,502 | 3.5K | Q3 2025OLDER |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 0.36% | $1M | 7.1K | Q1 2026OLDER |
| SGL Investment Advisors, Inc.$266M AUM | 0.35% | $945,659 | 5.8K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.35% | $5M | 34.5K | Q1 2026OLDER |
| Evergreen Wealth Management, LLC$194M AUM | 0.34% | $661,937 | 4.5K | Q1 2026OLDER |
| Certified Advisory Corp$1.2B AUM | 0.34% | $4M | 27.0K | Q2 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 0.33% | $601,409 | 4.1K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.33% | $4M | 28.5K | Q1 2026OLDER |
| Gibraltar Capital Management, Inc.$581M AUM | 0.33% | $2M | 13.2K | Q1 2026OLDER |
| Anson Capital, Inc.$146M AUM | 0.33% | $482,654 | 3.3K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.33% | $497,435 | 3.4K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.32% | $513,244 | 3.5K | Q1 2026OLDER |
| JFG Wealth Management, LLC$511M AUM | 0.32% | $2M | 11.3K | Q3 2025OLDER |
| Carson Advisory Inc.$193M AUM | 0.31% | $605,174 | 4.2K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.31% | $11M | 75.8K | Q1 2026OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.31% | $1M | 8.0K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.31% | $1M | 9.9K | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 0.29% | $719,054 | 4.9K | Q1 2026OLDER |
| Praetorian Wealth Management, Inc.$580M AUM | 0.28% | $2M | 10.7K | Q2 2026 |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.28% | $793,641 | 5.4K | Q1 2026OLDER |
| Windward Private Wealth Management Inc.$289M AUM | 0.28% | $811,905 | 5.6K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.28% | $1M | 7.0K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.28% | $5M | 33.2K | Q1 2026OLDER |
| Vilga Financial Planning LLC$132M AUM | 0.28% | $366,902 | 2.4K | Q2 2026 |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 0.27% | $414,627 | 2.8K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.27% | $2M | 12.0K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.27% | $926,550 | 6.0K | Q2 2026 |
| Veratis Advisors, Inc.$126M AUM | 0.27% | $341,248 | 2.2K | Q4 2025OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 0.27% | $1M | 8.9K | Q1 2026OLDER |
| Paragon Capital Management Ltd$476M AUM | 0.27% | $1M | 8.7K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.26% | $5M | 31.0K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.26% | $8M | 57.0K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.25% | $635,660 | 4.4K | Q1 2026OLDER |
| Optimist Retirement Group LLC$227M AUM | 0.25% | $568,772 | 3.9K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.24% | $4M | 27.6K | Q1 2026OLDER |
| REBALANCE, LLC$1.7B AUM | 0.24% | $4M | 27.9K | Q1 2026OLDER |
| Western Reserve Capital Management, LLC$122M AUM | 0.23% | $282,395 | 1.9K | Q1 2026OLDER |
| Symmetry Partners, LLC$1.8B AUM | 0.23% | $4M | 27.3K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 0.23% | $487,628 | 3.3K | Q1 2026OLDER |
| Journey Beyond Wealth, LLC$116M AUM | 0.23% | $276,025 | 1.9K | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.22% | $108M | 742.8K | Q1 2026OLDER |
| BWM Planning, LLC$379M AUM | 0.22% | $819,049 | 5.6K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.21% | $5M | 35.1K | Q1 2026OLDER |
| SACHEM HILL LLC$516M AUM | 0.21% | $1M | 7.5K | Q1 2026OLDER |
| Financially in Tune, LLC$116M AUM | 0.21% | $241,574 | 1.7K | Q1 2026OLDER |
| McLean Asset Management Corp$572M AUM | 0.20% | $1M | 8.0K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.20% | $438,292 | 2.8K | Q2 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.20% | $51M | 349.6K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.20% | $226,120 | 1.6K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.20% | $562,729 | 3.9K | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.20% | $2M | 14.3K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 0.20% | $399,562 | 2.7K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.20% | $20M | 136.3K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.20% | $214M | 1.47M | Q1 2026OLDER |
| Sunesis Advisors, LLC$221M AUM | 0.20% | $434,746 | 3.0K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.19% | $4M | 24.7K | Q1 2026OLDER |
| Aurelius Family Office LLC$230M AUM | 0.19% | $440,891 | 3.0K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.19% | $17M | 119.6K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.19% | $7M | 46.7K | Q2 2026 |
| Equity Wealth Partners, LLC$155M AUM | 0.19% | $292,114 | 2.0K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.19% | $4M | 24.7K | Q2 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.19% | $387M | 2.72M | Q1 2026OLDER |
| CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM | 0.19% | $15M | 103.6K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.18% | $386,344 | 2.6K | Q1 2026OLDER |
| Smith Thornton Advisors LLC$199M AUM | 0.18% | $364,475 | 2.5K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.18% | $1M | 6.9K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 0.18% | $3M | 17.9K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.18% | $207,905 | 1.4K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.17% | $3M | 18.6K | Q1 2026OLDER |
| Summit Financial Strategies, Inc.$1.3B AUM | 0.17% | $2M | 15.0K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.17% | $468,880 | 3.0K | Q2 2026 |
| SilverOak Wealth Management LLC$632M AUM | 0.17% | $1M | 7.3K | Q1 2026OLDER |
| Tribridge Partners Financial LLC$242M AUM | 0.17% | $408,825 | 2.8K | Q1 2026OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.17% | $3M | 21.5K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.16% | $685,828 | 4.7K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.16% | $297,557 | 2.0K | Q1 2026OLDER |
| BCO Wealth Management LLC$166M AUM | 0.16% | $258,631 | 1.8K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.15% | $758,695 | 5.2K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.15% | $381,263 | 2.8K | Q1 2026OLDER |
| Newport Capital Group, LLC$164M AUM | 0.15% | $248,446 | 1.7K | Q1 2026OLDER |
| Avant Financial Advisors LLC$161M AUM | 0.15% | $242,236 | 1.6K | Q2 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.15% | $12M | 83.5K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.15% | $462,375 | 3.0K | Q2 2026 |
| INTRUST BANK NA$1.2B AUM | 0.15% | $2M | 12.4K | Q1 2026OLDER |
| MorganRosel Wealth Management, LLC$254M AUM | 0.15% | $369,869 | 2.5K | Q1 2026OLDER |
| Matisse Capital$234M AUM | 0.15% | $340,711 | 2.3K | Q1 2026OLDER |
| WEIK CAPITAL MANAGEMENT$251M AUM | 0.15% | $364,475 | 2.5K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.14% | $219,414 | 1.5K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.14% | $216,106 | 1.5K | Q3 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.14% | $5M | 35.5K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.14% | $12M | 80.8K | Q1 2026OLDER |
| ELLERSON GROUP INC /ADV$153M AUM | 0.14% | $214,020 | 1.5K | Q1 2026OLDER |
| Liberty Capital Management, Inc.$537M AUM | 0.14% | $752,053 | 5.2K | Q4 2025OLDER |
| SVB WEALTH LLC$1.5B AUM | 0.14% | $2M | 14.4K | Q1 2026OLDER |
| Blue Edge Capital, LLC$753M AUM | 0.14% | $965,064 | 6.8K | Q3 2025OLDER |
| Athena Investment Management$193M AUM | 0.14% | $262,422 | 1.8K | Q1 2026OLDER |
| Pacific Asset Management, LLC$179M AUM | 0.13% | $241,369 | 1.7K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.13% | $1,475 | 10.3K | Q4 2025OLDER |
| PDS Planning, Inc$1.5B AUM | 0.13% | $2M | 13.8K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.13% | $1M | 8.5K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.13% | $2M | 15.7K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.13% | $8M | 55.5K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.13% | $779,985 | 5.3K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.13% | $11M | 73.4K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.13% | $9M | 63.6K | Q1 2026OLDER |
| Miller Capital Partners, Inc.$208M AUM | 0.13% | $263,297 | 1.8K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.12% | $491,091 | 3.4K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.12% | $26M | 175.6K | Q1 2026OLDER |
| INSIGHT 2811, INC.$239M AUM | 0.12% | $290,851 | 2.0K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.12% | $328,721 | 2.3K | Q1 2026OLDER |
| GREAT OAK CAPITAL PARTNERS, LLC$430M AUM | 0.12% | $456,713 | 3.2K | Q3 2025OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.12% | $1M | 9.0K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.12% | $574,435 | 3.9K | Q1 2026OLDER |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.12% | $370,785 | 2.5K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.11% | $648,037 | 4.4K | Q1 2026OLDER |
| Prairiewood Capital, LLC$346M AUM | 0.11% | $383,282 | 2.6K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.11% | $692,223 | 4.9K | Q3 2025OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.11% | $1M | 8.3K | Q2 2026 |
| Everstar Asset Management, LLC$188M AUM | 0.11% | $202,648 | 1.4K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.11% | $290,541 | 2.0K | Q4 2025OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.10% | $1M | 9.8K | Q1 2026OLDER |
| Pillar Financial Advisors, LLC$171M AUM | 0.10% | $176,286 | 1.2K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.10% | $2M | 15.3K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.10% | $3M | 22.8K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.10% | $1M | 9.9K | Q1 2026OLDER |
| True North Advisors, LLC$877M AUM | 0.10% | $765,812 | 5.3K | Q4 2025OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 0.10% | $769,188 | 5.3K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.10% | $796,544 | 5.2K | Q2 2026 |
| PAX Financial Group, LLC$586M AUM | 0.09% | $553,856 | 3.8K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.09% | $6M | 44.1K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.09% | $1M | 8.8K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.09% | $7M | 46.7K | Q1 2026OLDER |
| Trust Co of the South$710M AUM | 0.09% | $658,818 | 4.3K | Q2 2026 |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.09% | $402,521 | 2.6K | Q2 2026 |
| Altiora Financial Group, LLC$607M AUM | 0.09% | $546,421 | 3.7K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.09% | $803,304 | 5.5K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.09% | $2M | 13.4K | Q2 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 0.09% | $970,125 | 6.3K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.09% | $389,891 | 2.5K | Q2 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.08% | $529,510 | 3.6K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 0.08% | $348,464 | 2.4K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.08% | $1M | 7.6K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.08% | $2M | 12.2K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.08% | $690,845 | 4.7K | Q1 2026OLDER |
| Franklin, Parlapiano, Turner & Welch, LLC$442M AUM | 0.08% | $360,576 | 2.3K | Q2 2026 |
| LRI Investments, LLC$1.1B AUM | 0.08% | $919,498 | 6.3K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 0.08% | $439,065 | 3.0K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.08% | $23M | 160.0K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.08% | $419,405 | 2.9K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.08% | $4M | 29.7K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.08% | $2M | 12.8K | Q1 2026OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 0.07% | $272,574 | 1.9K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.07% | $131,211 | 900 | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.07% | $211,687 | 1.5K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.07% | $5M | 32.6K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.07% | $107M | 735.2K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.07% | $223,308 | 1.6K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.07% | $7M | 49.7K | Q1 2026OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 0.07% | $764,981 | 5.2K | Q1 2026OLDER |
| Hamilton Wealth, LLC$513M AUM | 0.07% | $352,666 | 2.4K | Q2 2026 |
| Armbruster Capital Management, Inc.$671M AUM | 0.07% | $455,001 | 2.9K | Q2 2026 |
| Everhart Financial Group, Inc.$1.6B AUM | 0.07% | $1M | 6.9K | Q2 2026 |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.07% | $1M | 8.4K | Q1 2026OLDER |
| First National Bank of Mount Dora, Trust Investment Services$499M AUM | 0.06% | $324,009 | 2.1K | Q2 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.06% | $1M | 8.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.06% | $719,240 | 4.9K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.06% | $545,838 | 3.7K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.06% | $2M | 16.2K | Q1 2026OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 0.06% | $259,755 | 1.8K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.06% | $617,998 | 4.0K | Q2 2026 |
| PBMares Wealth Management LLC$617M AUM | 0.06% | $380,075 | 2.7K | Q3 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.06% | $728,231 | 5.0K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.06% | $370,296 | 2.4K | Q2 2026 |
| RAELIPSKIE PARTNERSHIP$236M AUM | 0.06% | $141,416 | 970 | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 0.06% | $440,885 | 3.0K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.06% | $217,250 | 1.5K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.06% | $40M | 274.4K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.06% | $537,528 | 3.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.06% | $90M | 619.6K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.06% | $10M | 71.8K | Q1 2026OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 0.06% | $220,481 | 1.4K | Q2 2026 |
| Brand Asset Management Group, Inc.$385M AUM | 0.06% | $211,979 | 1.5K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.05% | $644,813 | 4.4K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.05% | $37M | 253.5K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.05% | $371,777 | 2.5K | Q1 2026OLDER |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.05% | $2M | 12.9K | Q1 2026OLDER |
| CIM, LLC$692M AUM | 0.05% | $370,598 | 2.5K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.05% | $3M | 17.8K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.05% | $2M | 10.5K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.05% | $201,336 | 1.4K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.05% | $9M | 63.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.05% | $37M | 253.7K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.05% | $229,911 | 1.6K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.05% | $3M | 18.7K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.05% | $302,952 | 2.1K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.05% | $3M | 19.0K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.05% | $826 | 5.8K | Q4 2025OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.05% | $438,098 | 3.0K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.05% | $5M | 33.8K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.05% | $285,748 | 2.0K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.05% | $1M | 7.0K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.05% | $2M | 14.2K | Q1 2026OLDER |
| Red Door Wealth Management, LLC$962M AUM | 0.05% | $467,532 | 3.2K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.05% | $435,912 | 3.0K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.05% | $2M | 14.8K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.05% | $2M | 10.3K | Q1 2026OLDER |
| Single Point Partners, LLC$503M AUM | 0.04% | $225,642 | 1.5K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.04% | $3M | 22.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.04% | $2M | 9.8K | Q2 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 0.04% | $1M | 8.3K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.04% | $51,512 | 353 | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.04% | $215,612 | 1.5K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.04% | $361,995 | 2.5K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.04% | $2M | 14.5K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.04% | $238,520 | 1.6K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.04% | $30M | 206.1K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.04% | $182,669 | 1.3K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.04% | $1M | 8.4K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.04% | $1M | 7.3K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.04% | $229,732 | 1.6K | Q4 2025OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.04% | $372,640 | 2.6K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.04% | $346,871 | 2.4K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.04% | $1M | 8.4K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 0.04% | $4M | 28.5K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.04% | $1M | 8.0K | Q4 2025OLDER |
| Community Bank, N.A.$840M AUM | 0.04% | $316,071 | 2.2K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.04% | $12M | 83.6K | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.04% | $544,235 | 3.7K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.04% | $211,238 | 1.4K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.04% | $535,487 | 3.7K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.04% | $776,478 | 5.3K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.04% | $6M | 44.2K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $912,645 | 6.3K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.04% | $4M | 29.2K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.04% | $557,598 | 3.8K | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.03% | $279,824 | 2.0K | Q4 2025OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.03% | $229,365 | 1.6K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 0.03% | $127,964 | 878 | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.03% | $291,554 | 2.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $30M | 208.3K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.03% | $401,261 | 2.8K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.03% | $436,969 | 2.8K | Q2 2026 |
| Arax Advisory Partners$3.5B AUM | 0.03% | $1M | 7.7K | Q1 2026OLDER |
| NEPC LLC$5.0B AUM | 0.03% | $2M | 10.9K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.03% | $772,449 | 5.4K | Q3 2025OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.03% | $581,848 | 4.0K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.03% | $348,541 | 2.3K | Q2 2026 |
| CVA Family Office, LLC$950M AUM | 0.03% | $295,662 | 2.0K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.03% | $2M | 16.4K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.03% | $272,048 | 1.9K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $32M | 221.2K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 0.03% | $270,295 | 1.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $27M | 186.3K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.03% | $343,690 | 2.4K | Q3 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.03% | $671,071 | 4.7K | Q4 2025OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.03% | $253,091 | 1.7K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.03% | $227,724 | 1.6K | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 0.03% | $81,698 | 570 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.03% | $1M | 7.5K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.03% | $287,711 | 2.0K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.03% | $35,281 | 242 | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.03% | $522,366 | 3.6K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.02% | $553,499 | 3.8K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.02% | $68,000 | 477 | Q3 2025OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.02% | $124,304 | 872 | Q3 2025OLDER |
| WPG Advisers, LLC$136M AUM | 0.02% | $33,240 | 228 | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.02% | $160M | 1.10M | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.02% | $74,937 | 514 | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.02% | $63,273 | 434 | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.02% | $5M | 34.0K | Q1 2026OLDER |
| Woodside Wealth Management LLC$128M AUM | 0.02% | $31,676 | 221 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $2M | 12.0K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.02% | $56,421 | 387 | Q1 2026OLDER |
| USA FINANCIAL FORMULAS$531M AUM | 0.02% | $121,297 | 832 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $16M | 107.1K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.02% | $119M | 813.5K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $381,556 | 2.6K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.02% | $273,819 | 1.9K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $842,779 | 6.4K | Q4 2025OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.02% | $1M | 8.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 17.5K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.02% | $878,012 | 6.0K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $1M | 7.1K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.02% | $2M | 10.6K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $799,996 | 5.5K | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 0.02% | $33,183 | 228 | Q1 2026OLDER |
| WELCH & FORBES LLC$7.7B AUM | 0.02% | $2M | 10.3K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.02% | $317,676 | 2.2K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.02% | $238,378 | 1.5K | Q2 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.02% | $1M | 9.2K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.02% | $514,349 | 3.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $69M | 476.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.02% | $32M | 218.5K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.02% | $733,385 | 5.1K | Q3 2025OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.02% | $50,443 | 346 | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.02% | $1M | 8.3K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.02% | $46M | 314.0K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.02% | $83,403 | 563 | Q1 2026OLDER |
| ANDERSON HOAGLAND & CO$1.3B AUM | 0.02% | $217,395 | 1.4K | Q2 2026 |
| Signature Resources Capital Management, LLC$211M AUM | 0.02% | $35,864 | 246 | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $1M | 9.3K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.02% | $31,000 | 216 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.02% | $3M | 22.6K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $440,381 | 3.0K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $1M | 9.8K | Q4 2025OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.02% | $3M | 20.9K | Q2 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $498,594 | 3.4K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.02% | $251,318 | 1.7K | Q2 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $9M | 60.1K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.02% | $265,484 | 1.8K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.01% | $27,497 | 189 | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.01% | $996,912 | 6.8K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.01% | $17M | 116.4K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $9M | 62.5K | Q1 2026OLDER |
| Accent Capital Management, LLC$206M AUM | 0.01% | $29,158 | 200 | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $873,977 | 6.0K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $2M | 12.8K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.01% | $30,858 | 200 | Q2 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $844,149 | 5.8K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $21M | 144.6K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $173,053 | 1.2K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $351,208 | 2.4K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 0.01% | $240,554 | 1.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $49M | 334.6K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $581,579 | 3.7K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $594,240 | 4.1K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $944,505 | 6.5K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $281,510 | 1.9K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $35,624 | 250 | Q3 2025OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.01% | $376,138 | 2.6K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 16.1K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.01% | $732,965 | 5.0K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.01% | $132,432 | 858 | Q2 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $367,310 | 2.6K | Q4 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.01% | $35,835 | 246 | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.01% | $43,180 | 296 | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $560,276 | 3.8K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $1M | 8.1K | Q4 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $502,860 | 3.4K | Q1 2026OLDER |
| Elm Partners Management LLC$2.3B AUM | 0.01% | $268,166 | 1.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $76M | 522.0K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $163,393 | 1.1K | Q2 2026 |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.01% | $533,591 | 3.7K | Q1 2026OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.01% | $319,894 | 2.2K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $59M | 405.3K | Q2 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.01% | $33,286 | 228 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $212,350 | 1.5K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $509,789 | 3.3K | Q2 2026 |
| Wealth Watch Advisors, INC$239M AUM | 0.01% | $28,666 | 200 | Q4 2025OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.01% | $29,080 | 204 | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 26.0K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $14,287 | 98 | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.01% | $63,856 | 438 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $9M | 61.0K | Q1 2026OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.01% | $2M | 10.9K | Q2 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $211,272 | 1.5K | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $574,117 | 4.0K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 18.4K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.01% | $50,150 | 344 | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.01% | $33,532 | 230 | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $785,215 | 5.4K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $528,938 | 3.6K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.01% | $22,160 | 152 | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $297,246 | 2.0K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.01% | $75,082 | 515 | Q1 2026OLDER |
| RENAISSANCE GROUP LLC$2.4B AUM | 0.01% | $217,810 | 1.5K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $483,020 | 3.1K | Q2 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.01% | $473,964 | 3.3K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.