VANGUARD INTL EQUITY INDEX F
CUSIP 922042858
Vanguard Intl Equity Index F has 2,523 institutional holders in Filings Flow’s 13F database, together reporting 1451.23M shares worth $72.9B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Vanguard Group Inc, and Northwestern Mutual Wealth Management Co.
Institutional Holders
2,523
Q1 2026
Reported Value
$72.9B
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 |
|---|---|---|---|---|
| WIT, LLC$5.3B AUM | 40.58% | $2.2B | 39.79M | Q1 2026OLDER |
| PACK Private Wealth, LLC$218M AUM | 12.58% | $27M | 506.7K | Q1 2026OLDER |
| New Vernon Capital Holdings II LLC$136M AUM | 11.34% | $15M | 284.5K | Q1 2026OLDER |
| Elm Partners Management LLC$2.3B AUM | 10.52% | $243M | 4.63M | Q1 2026OLDER |
| Keewaydin Investments LLC$317M AUM | 10.18% | $32M | 597.2K | Q1 2026OLDER |
| Rochester Wealth Strategies, LLC$165M AUM | 9.73% | $16M | 297.0K | Q1 2026OLDER |
| Strategic Financial Planning, Inc.$171M AUM | 9.56% | $17M | 312.7K | Q4 2025OLDER |
| Finhabits Advisors LLC$108M AUM | 9.03% | $10M | 181.0K | Q1 2026OLDER |
| GP Brinson Investments LLC$245M AUM | 9.00% | $22M | 369.3K | Q2 2026 |
| Forefront Analytics, LLC$110M AUM | 8.86% | $10M | 180.2K | Q1 2026OLDER |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 8.58% | $14M | 258.8K | Q1 2026OLDER |
| Custos Family Office, LLC$147M AUM | 8.41% | $12M | 229.3K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 8.39% | $367M | 6.82M | Q4 2025OLDER |
| Fusion Family Wealth, LLC$1.3B AUM | 8.36% | $112M | 2.07M | Q1 2026OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 8.27% | $358M | 6.63M | Q1 2026OLDER |
| Kopp Family Office, LLC$163M AUM | 8.22% | $13M | 224.8K | Q2 2026 |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 8.16% | $380M | 7.02M | Q1 2026OLDER |
| Westerkirk Capital Inc.$929M AUM | 8.15% | $76M | 1.40M | Q1 2026OLDER |
| Mittelman Wealth Management$160M AUM | 8.12% | $13M | 241.0K | Q1 2026OLDER |
| NDVR, Inc.$121M AUM | 7.97% | $10M | 178.6K | Q4 2025OLDER |
| Johnson Financial Group, LLC$1.5B AUM | 7.68% | $115M | 2.13M | Q1 2026OLDER |
| Chandler Asset Management, Inc.$659M AUM | 7.61% | $50M | 928.1K | Q1 2026OLDER |
| Stephens Greth Foundation$320M AUM | 7.54% | $24M | 446.6K | Q1 2026OLDER |
| Strid Group, LLC$807M AUM | 7.38% | $60M | 1.10M | Q1 2026OLDER |
| Midwest Financial Partners Investments, Inc.$189M AUM | 7.20% | $14M | 251.2K | Q1 2026OLDER |
| Prime Buchholz LLC$191M AUM | 7.12% | $14M | 252.2K | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 7.07% | $380M | 7.02M | Q1 2026OLDER |
| Parker Financial LLC$250M AUM | 6.98% | $17M | 324.2K | Q1 2026OLDER |
| Jasper Ridge Partners, L.P.$4.5B AUM | 6.85% | $308M | 5.69M | Q1 2026OLDER |
| Cordant, Inc.$246M AUM | 6.84% | $17M | 312.0K | Q1 2026OLDER |
| Payne Capital Management, LLC$331M AUM | 6.79% | $22M | 415.0K | Q1 2026OLDER |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 6.76% | $38M | 709.2K | Q1 2026OLDER |
| SBI Okasan Asset Management Co.Ltd.$2.4B AUM | 6.67% | $163M | 3.11M | Q1 2026OLDER |
| Stash Investments, LLC$258M AUM | 6.51% | $17M | 310.4K | Q1 2026OLDER |
| SOFI WEALTH, LLC$2.1B AUM | 6.49% | $135M | 2.49M | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 6.38% | $19M | 317.0K | Q2 2026 |
| Ariston Services Group$167M AUM | 6.35% | $11M | 0 | Q1 2026OLDER |
| Obsido Oy$165M AUM | 6.35% | $10M | 194.1K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 6.30% | $19M | 358.5K | Q1 2026OLDER |
| JFG Wealth Management, LLC$511M AUM | 6.24% | $32M | 588.2K | Q3 2025OLDER |
| LCW Services, LLC$201M AUM | 6.21% | $13M | 231.4K | Q1 2026OLDER |
| DEFINE FINANCIAL, LLC$184M AUM | 6.13% | $11M | 208.9K | Q1 2026OLDER |
| Prosperity Advisers, LLC$120M AUM | 6.12% | $7M | 136.2K | Q1 2026OLDER |
| Colony Family Offices, LLC$406M AUM | 6.09% | $25M | 457.2K | Q1 2026OLDER |
| BLB&B Advisors, LLC$2.4B AUM | 6.08% | $147M | 2.72M | Q1 2026OLDER |
| RAELIPSKIE PARTNERSHIP$236M AUM | 6.02% | $14M | 263.0K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 5.98% | $185M | 3.28M | Q1 2026OLDER |
| Dougherty Wealth Advisers LLC$158M AUM | 5.93% | $9M | 173.0K | Q1 2026OLDER |
| TME FINANCIAL, INC.$144M AUM | 5.92% | $9M | 158.1K | Q1 2026OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 5.87% | $174M | 3.23M | Q1 2026OLDER |
| Stonehearth Capital Management, LLC$293M AUM | 5.86% | $17M | 287.9K | Q2 2026 |
| DORVAL Corp$322M AUM | 5.86% | $19M | 349.1K | Q1 2026OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 5.78% | $19M | 326.7K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 5.77% | $99M | 1.83M | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 5.73% | $14M | 265.9K | Q1 2026OLDER |
| KITCHING PARTNERS, LLC$109M AUM | 5.53% | $6M | 111.3K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 5.45% | $2.5B | 45.92M | Q1 2026OLDER |
| Zeit Capital LLC$149M AUM | 5.45% | $8M | 150.5K | Q1 2026OLDER |
| BEACON ADVISORS HOLDINGS, LLC$187M AUM | 5.37% | $10M | 185.9K | Q1 2026OLDER |
| Stonekeep Investments, LLC$154M AUM | 5.37% | $8M | 153.3K | Q1 2026OLDER |
| ATMOS ADVISORY, LLC$191M AUM | 5.36% | $10M | 171.8K | Q2 2026 |
| Serenity Investment Advisors$214M AUM | 5.30% | $11M | 192.1K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 5.29% | $7M | 124.4K | Q3 2025OLDER |
| Cerity Partners Retirement Plan Advisors LLC$196M AUM | 5.29% | $10M | 197.0K | Q1 2026OLDER |
| Wrenne Financial Planning LLC$255M AUM | 5.28% | $13M | 249.2K | Q1 2026OLDER |
| Echo45 Advisors LLC$178M AUM | 5.27% | $9M | 173.4K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 5.27% | $67M | 1.12M | Q2 2026 |
| DiPaolo Financial Group, Inc.$153M AUM | 5.22% | $8M | 133.8K | Q2 2026 |
| Ally Invest Advisors Inc.$1.5B AUM | 5.16% | $77M | 1.42M | Q1 2026OLDER |
| Crestmont Private Wealth LLC$317M AUM | 5.03% | $16M | 295.4K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 4.99% | $1.9B | 35.53M | Q1 2026OLDER |
| IF Advisors, LLC$141M AUM | 4.98% | $7M | 130.3K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 4.92% | $12M | 209.5K | Q1 2026OLDER |
| Battery Global Advisors, LLC$186M AUM | 4.86% | $9M | 167.4K | Q1 2026OLDER |
| Wela Strategies, Inc.$264M AUM | 4.81% | $13M | 234.2K | Q3 2025OLDER |
| Hudock, Inc.$680M AUM | 4.79% | $33M | 602.6K | Q1 2026OLDER |
| Whitcomb & Hess, Inc.$463M AUM | 4.75% | $22M | 368.8K | Q2 2026 |
| RiverGlades Family Offices LLC$170M AUM | 4.72% | $8M | 148.5K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 4.72% | $13M | 241.2K | Q1 2026OLDER |
| Peak Retirement Planning, Inc.$501M AUM | 4.67% | $23M | 433.6K | Q1 2026OLDER |
| Windward Private Wealth Management Inc.$289M AUM | 4.67% | $14M | 250.0K | Q1 2026OLDER |
| RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM | 4.64% | $16M | 300.1K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 4.62% | $30M | 554.8K | Q1 2026OLDER |
| Silver Coast Investments LLC$313M AUM | 4.61% | $14M | 267.4K | Q1 2026OLDER |
| Gladwyn Financial Advisors, Inc.$160M AUM | 4.61% | $7M | 123.5K | Q2 2026 |
| TSG Advice Partners, LLC$667M AUM | 4.55% | $30M | 562.2K | Q1 2026OLDER |
| Wealth Advisory Team LLC$113M AUM | 4.55% | $5M | 95.7K | Q4 2025OLDER |
| PRUDENT INVESTORS NETWORK, INC.$459M AUM | 4.54% | $21M | 385.9K | Q1 2026OLDER |
| O'Dell Group, LLC$466M AUM | 4.39% | $20M | 377.5K | Q3 2025OLDER |
| Bishop & Co Investment Management, LLC$292M AUM | 4.38% | $13M | 236.3K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 4.38% | $67M | 1.24M | Q1 2026OLDER |
| Vision Capital Management, Inc.$792M AUM | 4.37% | $35M | 640.6K | Q1 2026OLDER |
| Strong Retirement Solutions LLC$143M AUM | 4.37% | $6M | 115.4K | Q1 2026OLDER |
| Cedar Point Capital Partners, LLC$154M AUM | 4.37% | $7M | 124.4K | Q1 2026OLDER |
| Genesis Financial Group, LLC$158M AUM | 4.36% | $7M | 127.7K | Q1 2026OLDER |
| JMG Financial Group, Ltd.$3.6B AUM | 4.36% | $158M | 2.93M | Q1 2026OLDER |
| Vilga Financial Planning LLC$132M AUM | 4.33% | $6M | 95.8K | Q2 2026 |
| Rareview Capital LLC$171M AUM | 4.33% | $7M | 149.3K | Q1 2026OLDER |
| Clear Retirement Advice LLC$146M AUM | 4.33% | $6M | 105.8K | Q2 2026 |
| Guardian Wealth Advisors, LLC$174M AUM | 4.32% | $8M | 139.0K | Q1 2026OLDER |
| Journey Beyond Wealth, LLC$116M AUM | 4.32% | $5M | 93.0K | Q1 2026OLDER |
| Addis & Hill, Inc$181M AUM | 4.31% | $8M | 131.1K | Q2 2026 |
| Hamrick Investment Counsel, llc$180M AUM | 4.30% | $8M | 143.7K | Q1 2026OLDER |
| Gould Capital, LLC$165M AUM | 4.30% | $7M | 131.3K | Q1 2026OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 4.30% | $104M | 1.92M | Q1 2026OLDER |
| Vavra Capital Management, LLC$103M AUM | 4.28% | $4M | 81.4K | Q1 2026OLDER |
| 4Thought Financial Group Inc.$202M AUM | 4.24% | $9M | 158.5K | Q1 2026OLDER |
| Genesis Wealth Advisors, LLC$150M AUM | 4.23% | $6M | 117.2K | Q1 2026OLDER |
| Aletheian Wealth Advisors LLC$234M AUM | 4.18% | $10M | 164.0K | Q2 2026 |
| FSM Wealth Advisors, LLC$778M AUM | 4.16% | $32M | 599.3K | Q1 2026OLDER |
| Western Reserve Capital Management, LLC$122M AUM | 4.14% | $5M | 93.3K | Q1 2026OLDER |
| Tenret Co LLC$207M AUM | 4.14% | $9M | 158.4K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 4.09% | $61M | 1.13M | Q1 2026OLDER |
| MERIDIAN MANAGEMENT CO$402M AUM | 4.04% | $16M | 300.7K | Q1 2026OLDER |
| Graetz Wealth LLC$112M AUM | 4.03% | $5M | 83.5K | Q1 2026OLDER |
| MARSHALL & SULLIVAN INC /WA/$216M AUM | 3.99% | $9M | 158.8K | Q3 2025OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 3.99% | $8M | 153.1K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 3.97% | $19M | 349.8K | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 3.90% | $107M | 1.98M | Q1 2026OLDER |
| HARBOR ADVISORY CORP /MA/$333M AUM | 3.89% | $13M | 239.5K | Q1 2026OLDER |
| Andina Capital Management, LLC$113M AUM | 3.89% | $4M | 81.4K | Q1 2026OLDER |
| Financial Advisors Network, Inc.$724M AUM | 3.89% | $28M | 521.2K | Q1 2026OLDER |
| Arcataur Capital Management LLC$359M AUM | 3.88% | $14M | 258.2K | Q1 2026OLDER |
| Bedminster, LLC$107M AUM | 3.88% | $4M | 77.2K | Q1 2026OLDER |
| Tribridge Partners Financial LLC$242M AUM | 3.87% | $9M | 173.8K | Q1 2026OLDER |
| Ellenbecker Investment Group$743M AUM | 3.87% | $29M | 531.8K | Q1 2026OLDER |
| INVICTUS PRIVATE WEALTH, LLC$1.6B AUM | 3.84% | $62M | 1.15M | Q1 2026OLDER |
| MYECFO, LLC$239M AUM | 3.80% | $9M | 167.8K | Q1 2026OLDER |
| First Bank & Trust$680M AUM | 3.78% | $26M | 430.9K | Q2 2026 |
| Aspen Wealth Management LLC$501M AUM | 3.77% | $19M | 350.1K | Q1 2026OLDER |
| Ameraudi Asset Management, Inc.$184M AUM | 3.77% | $7M | 128.5K | Q1 2026OLDER |
| Blankinship & Foster, LLC$452M AUM | 3.76% | $17M | 315.0K | Q1 2026OLDER |
| FINANCIAL LIFE ADVISORS$321M AUM | 3.76% | $12M | 223.4K | Q1 2026OLDER |
| Aurelius Family Office LLC$230M AUM | 3.74% | $9M | 159.1K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 3.73% | $57M | 1.05M | Q1 2026OLDER |
| Krane Financial Solutions LLC$147M AUM | 3.73% | $5M | 101.6K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 3.73% | $6M | 110.8K | Q4 2025OLDER |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 3.71% | $13M | 232.1K | Q1 2026OLDER |
| K2 Financial Inc.$138M AUM | 3.71% | $5M | 86.7K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 3.71% | $242M | 4.47M | Q1 2026OLDER |
| Kagan Cocozza Asset Management$142M AUM | 3.70% | $5M | 97.2K | Q1 2026OLDER |
| Fluent Financial, LLC$280M AUM | 3.65% | $10M | 171.4K | Q2 2026 |
| MinichMacGregor Wealth Management, LLC$567M AUM | 3.63% | $21M | 380.5K | Q1 2026OLDER |
| Hiley Hunt Wealth Management$253M AUM | 3.60% | $9M | 152.5K | Q2 2026 |
| HILLTOP WEALTH ADVISORS, LLC$167M AUM | 3.59% | $6M | 111.0K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 3.58% | $11M | 212.2K | Q1 2026OLDER |
| Freedom Financial Partners LLC$281M AUM | 3.56% | $10M | 185.2K | Q1 2026OLDER |
| Cooksen Wealth, LLC$138M AUM | 3.56% | $5M | 90.8K | Q1 2026OLDER |
| J.E. Simmons & Co., P.C.$150M AUM | 3.56% | $5M | 98.6K | Q1 2026OLDER |
| Marathon Strategic Advisors, LLC$139M AUM | 3.52% | $5M | 90.7K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 3.52% | $1.2B | 22.31M | Q1 2026OLDER |
| Level Wealth Management LLC$213M AUM | 3.52% | $8M | 138.8K | Q1 2026OLDER |
| Praetorian Wealth Management, Inc.$580M AUM | 3.51% | $20M | 340.8K | Q2 2026 |
| Facet Wealth, Inc.$5.8B AUM | 3.50% | $202M | 3.74M | Q1 2026OLDER |
| Stephenson & Company, Inc.$184M AUM | 3.50% | $6M | 119.3K | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 3.49% | $27M | 496.7K | Q1 2026OLDER |
| Hudson Oak Wealth Advisory LLC$115M AUM | 3.49% | $4M | 74.3K | Q1 2026OLDER |
| WealthSpring Partners, LLC$109M AUM | 3.49% | $4M | 70.3K | Q1 2026OLDER |
| LINCOLN NATIONAL CORP$3.5B AUM | 3.48% | $119M | 2.21M | Q4 2025OLDER |
| Waterford Advisors, LLC$315M AUM | 3.44% | $11M | 207.0K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 3.43% | $6M | 104.4K | Q2 2026 |
| Sound Financial Strategies Group, LLC$147M AUM | 3.43% | $5M | 90.4K | Q4 2025OLDER |
| SIGNAL TREE FINANCIAL PARTNERS LLC$132M AUM | 3.43% | $5M | 84.1K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 3.43% | $10M | 191.9K | Q1 2026OLDER |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 3.41% | $64M | 1.19M | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 3.39% | $6M | 118.5K | Q4 2025OLDER |
| PATTON FUND MANAGEMENT, INC.$589M AUM | 3.38% | $20M | 367.8K | Q1 2026OLDER |
| Kearns & Associates LLC$186M AUM | 3.36% | $6M | 115.4K | Q1 2026OLDER |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 3.34% | $21M | 381.8K | Q1 2026OLDER |
| E&R Wealth Management, LLC$100M AUM | 3.34% | $3M | 62.0K | Q1 2026OLDER |
| Pachira Investments Inc.$214M AUM | 3.34% | $7M | 132.1K | Q1 2026OLDER |
| Certus Wealth Management, LLC$167M AUM | 3.33% | $6M | 102.8K | Q3 2025OLDER |
| Marotta Asset Management$601M AUM | 3.33% | $20M | 337.6K | Q2 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 3.31% | $252M | 4.22M | Q2 2026 |
| CONTINUUM WEALTH ADVISORS, LLC$241M AUM | 3.31% | $9M | 159.4K | Q4 2025OLDER |
| FMA Wealth Management, LLC$156M AUM | 3.31% | $5M | 86.6K | Q2 2026 |
| Boston Standard Wealth Management, LLC$689M AUM | 3.30% | $23M | 382.8K | Q2 2026 |
| Apriem Advisors$1.0B AUM | 3.29% | $34M | 637.4K | Q1 2026OLDER |
| DUPONT CAPITAL MANAGEMENT CORP$879M AUM | 3.27% | $29M | 532.4K | Q1 2026OLDER |
| Hillcrest Wealth Advisors - NY, LLC$247M AUM | 3.26% | $8M | 149.0K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 3.26% | $31M | 578.0K | Q1 2026OLDER |
| Applied Capital LLC$268M AUM | 3.25% | $9M | 161.1K | Q1 2026OLDER |
| NEPC LLC$5.0B AUM | 3.25% | $163M | 3.02M | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 3.24% | $9M | 163.4K | Q3 2025OLDER |
| TLT Family Holdco ULC$724M AUM | 3.23% | $23M | 433.1K | Q1 2026OLDER |
| Tull Financial Group, Inc.$224M AUM | 3.23% | $7M | 133.9K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 3.22% | $12M | 205.6K | Q2 2026 |
| Focused Wealth Management, Inc$964M AUM | 3.21% | $31M | 573.1K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 3.21% | $25M | 463.2K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 3.19% | $50M | 924.7K | Q1 2026OLDER |
| HighRoad Wealth Advisors, LLC$102M AUM | 3.19% | $3M | 60.4K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 3.15% | $5M | 87.2K | Q1 2026OLDER |
| Employees' Retirement Fund of the City of Fort Worth$230M AUM | 3.15% | $7M | 134.1K | Q1 2026OLDER |
| Sanchez Levi Garrett$159M AUM | 3.13% | $5M | 92.4K | Q1 2026OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 3.12% | $37M | 686.8K | Q1 2026OLDER |
| Three Bridge Wealth Advisors, LLC$364M AUM | 3.10% | $11M | 208.9K | Q1 2026OLDER |
| SilverOak Wealth Management LLC$632M AUM | 3.08% | $19M | 360.1K | Q1 2026OLDER |
| VERITY Wealth Advisors$150M AUM | 3.07% | $5M | 84.9K | Q1 2026OLDER |
| Harvest Investment Advisors, LLC$176M AUM | 3.05% | $5M | 100.0K | Q4 2025OLDER |
| DWR WEALTH MANAGEMENT, LLC$134M AUM | 3.03% | $4M | 68.5K | Q2 2026 |
| Ascent Capital Management, LLC$125M AUM | 3.00% | $4M | 69.3K | Q3 2025OLDER |
| Cliffwater LLC$377M AUM | 2.98% | $11M | 208.3K | Q1 2026OLDER |
| INVESTMENT PARTNERS, LTD.$281M AUM | 2.98% | $8M | 155.0K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 2.97% | $21M | 394.5K | Q1 2026OLDER |
| TMB Capital Partners, LLC$297M AUM | 2.96% | $9M | 162.8K | Q1 2026OLDER |
| Barry Investment Advisors, LLC$478M AUM | 2.96% | $14M | 236.9K | Q2 2026 |
| REGIMEN WEALTH, LLC$342M AUM | 2.95% | $10M | 187.1K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 2.95% | $249M | 4.60M | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 2.95% | $40M | 751.0K | Q4 2025OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 2.95% | $11M | 198.9K | Q1 2026OLDER |
| Hills Bank & Trust Co$2.1B AUM | 2.94% | $61M | 1.12M | Q1 2026OLDER |
| WestHill Financial Advisors, Inc.$523M AUM | 2.92% | $15M | 282.8K | Q1 2026OLDER |
| Northeast Financial Group, Inc.$404M AUM | 2.91% | $12M | 217.2K | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 2.91% | $15M | 279.0K | Q1 2026OLDER |
| Campion Asset Management$147M AUM | 2.91% | $4M | 79.3K | Q1 2026OLDER |
| MARTIN & CO INC /TN/$587M AUM | 2.90% | $17M | 315.6K | Q1 2026OLDER |
| Northern Lights Advisors, Inc.$148M AUM | 2.89% | $4M | 79.0K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 2.88% | $14M | 252.4K | Q1 2026OLDER |
| Trevian Wealth Management LLC$203M AUM | 2.87% | $6M | 107.7K | Q1 2026OLDER |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM | 2.86% | $3M | 58.9K | Q1 2026OLDER |
| PFW Advisors LLC$318M AUM | 2.86% | $9M | 168.0K | Q1 2026OLDER |
| Randall & Associates Wealth Management$148M AUM | 2.86% | $4M | 78.4K | Q1 2026OLDER |
| Frontier Asset Management, LLC$477M AUM | 2.84% | $14M | 250.9K | Q1 2026OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 2.84% | $15M | 280.1K | Q3 2025OLDER |
| MOLLER WEALTH PARTNERS$507M AUM | 2.83% | $14M | 265.3K | Q1 2026OLDER |
| VCI Wealth Management LLC$361M AUM | 2.83% | $10M | 188.6K | Q1 2026OLDER |
| Tanager Wealth Management LLP$1.0B AUM | 2.82% | $29M | 538.8K | Q1 2026OLDER |
| DRAVO BAY LLC$246M AUM | 2.81% | $7M | 128.1K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 2.81% | $21M | 380.9K | Q1 2026OLDER |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 2.81% | $12M | 194.2K | Q2 2026 |
| Gordian Advisors LLC$150M AUM | 2.80% | $4M | 77.8K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 2.80% | $183M | 3.39M | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 2.79% | $3M | 59.5K | Q1 2026OLDER |
| Hirtle & Co., LLC$2.9B AUM | 2.78% | $81M | 1.50M | Q1 2026OLDER |
| MOTIVE WEALTH ADVISORS$213M AUM | 2.76% | $6M | 108.9K | Q1 2026OLDER |
| Hurlow Wealth Management Group, Inc.$420M AUM | 2.75% | $12M | 214.0K | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 2.75% | $3M | 56.7K | Q1 2026OLDER |
| Partners in Financial Planning$603M AUM | 2.74% | $17M | 305.9K | Q1 2026OLDER |
| Roberts Wealth Advisors, LLC$394M AUM | 2.74% | $11M | 199.7K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 2.73% | $10M | 183.0K | Q1 2026OLDER |
| Gutierrez Wealth Advisory, LLC$161M AUM | 2.72% | $4M | 81.0K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 2.71% | $33M | 548.9K | Q2 2026 |
| Zuckerman Investment Group, LLC$1.1B AUM | 2.71% | $29M | 534.0K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 2.70% | $63M | 1.17M | Q1 2026OLDER |
| Newton One Investments LLC$368M AUM | 2.69% | $10M | 183.3K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 2.69% | $19M | 357.7K | Q1 2026OLDER |
| Permanent Capital Management, LP$643M AUM | 2.68% | $17M | 292.3K | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 2.68% | $134M | 2.49M | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 2.67% | $244M | 4.52M | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 2.67% | $1.3B | 24.35M | Q1 2026OLDER |
| Human Investing LLC$687M AUM | 2.67% | $18M | 339.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 2.67% | $4.3B | 80.16M | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 2.64% | $87M | 1.61M | Q1 2026OLDER |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 2.64% | $15M | 271.0K | Q1 2026OLDER |
| GoalFusion Wealth Management, LLC$220M AUM | 2.64% | $6M | 107.6K | Q1 2026OLDER |
| Arch Global Advisors, LLC$192M AUM | 2.64% | $5M | 93.5K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 2.61% | $12M | 220.1K | Q1 2026OLDER |
| Greenline Partners, LLC$930M AUM | 2.60% | $24M | 447.4K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 2.60% | $54M | 1.00M | Q1 2026OLDER |
| Winter & Associates, Inc.$133M AUM | 2.60% | $3M | 57.9K | Q2 2026 |
| Omnia Family Wealth, LLC$373M AUM | 2.57% | $10M | 160.7K | Q2 2026 |
| Nipun Capital, L.P.$215M AUM | 2.57% | $6M | 92.2K | Q2 2026 |
| Kendall Capital Management$488M AUM | 2.56% | $13M | 231.5K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 2.55% | $6M | 109.0K | Q1 2026OLDER |
| Van Cleef Asset Management,Inc$929M AUM | 2.55% | $24M | 438.5K | Q1 2026OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 2.53% | $187M | 3.46M | Q1 2026OLDER |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 2.53% | $159M | 2.93M | Q2 2026 |
| NerdWallet Wealth Partners, LLC$290M AUM | 2.51% | $7M | 122.1K | Q2 2026 |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 2.49% | $4M | 78.5K | Q1 2026OLDER |
| Newport Capital Group, LLC$164M AUM | 2.48% | $4M | 75.4K | Q1 2026OLDER |
| Twele Capital Management, Inc.$561M AUM | 2.47% | $14M | 256.8K | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 2.47% | $23M | 428.9K | Q1 2026OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 2.47% | $9M | 164.5K | Q1 2026OLDER |
| Axiom Financial Strategies, LLC$284M AUM | 2.46% | $6M | 108.6K | Q4 2025OLDER |
| DBK Financial Counsel, LLC$132M AUM | 2.45% | $3M | 59.8K | Q2 2026 |
| Acropolis Investment Management, LLC$2.3B AUM | 2.43% | $55M | 1.02M | Q1 2026OLDER |
| Thayer Partners, LLC / MA$210M AUM | 2.39% | $5M | 92.8K | Q1 2026OLDER |
| 6th Street Advisors, LLC$159M AUM | 2.39% | $4M | 70.1K | Q1 2026OLDER |
| Compass Wealth Management, LLC/GA$234M AUM | 2.36% | $6M | 102.4K | Q1 2026OLDER |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 2.35% | $44M | 822.2K | Q1 2026OLDER |
| Courage Miller Partners, LLC$354M AUM | 2.34% | $8M | 153.4K | Q1 2026OLDER |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 2.34% | $9M | 168.4K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 2.34% | $36M | 672.1K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 2.32% | $12M | 214.5K | Q1 2026OLDER |
| Seneca Financial Advisors LLC$341M AUM | 2.32% | $8M | 146.4K | Q1 2026OLDER |
| Joule Financial, LLC$343M AUM | 2.30% | $8M | 145.8K | Q1 2026OLDER |
| Marble Harbor Investment Counsel, LLC$923M AUM | 2.28% | $21M | 388.5K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 2.26% | $11M | 212.0K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 2.26% | $9M | 158.4K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 2.24% | $31M | 519.9K | Q2 2026 |
| Petros Family Wealth, LLC$140M AUM | 2.24% | $3M | 58.1K | Q1 2026OLDER |
| Karpus Management, Inc.$3.2B AUM | 2.23% | $71M | 1.32M | Q1 2026OLDER |
| KRM WEALTH MANAGEMENT L.L.C.$192M AUM | 2.23% | $4M | 79.0K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 2.21% | $101M | 1.87M | Q1 2026OLDER |
| Auour Investments LLC$318M AUM | 2.21% | $7M | 129.8K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 2.20% | $13M | 234.1K | Q1 2026OLDER |
| SNS Financial Group, LLC$1.2B AUM | 2.20% | $25M | 471.7K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 2.19% | $4M | 79.5K | Q1 2026OLDER |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 2.18% | $4M | 70.8K | Q1 2026OLDER |
| Meadowbrook Advisors Group, LLC$168M AUM | 2.18% | $4M | 67.8K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 2.16% | $6M | 104.4K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 2.15% | $175M | 3.24M | Q1 2026OLDER |
| RPTC Inc.$571M AUM | 2.15% | $12M | 226.7K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 2.13% | $153M | 2.83M | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 2.13% | $77M | 1.43M | Q1 2026OLDER |
| Smith & Howard Wealth Management, LLC$462M AUM | 2.10% | $10M | 180.2K | Q1 2026OLDER |
| Wealth Management Strategies, Inc.$221M AUM | 2.09% | $5M | 85.5K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 2.09% | $6M | 103.9K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 2.08% | $265M | 4.90M | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 2.07% | $10M | 180.9K | Q2 2026 |
| Life Planning Partners, Inc$131M AUM | 2.07% | $3M | 50.2K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 2.06% | $195M | 3.60M | Q1 2026OLDER |
| REBALANCE, LLC$1.7B AUM | 2.06% | $35M | 655.2K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 2.04% | $5M | 91.9K | Q1 2026OLDER |
| HT Partners LLC$361M AUM | 2.04% | $7M | 123.5K | Q2 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 2.04% | $56M | 1.08M | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 2.04% | $415M | 7.67M | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 2.04% | $10M | 185.2K | Q1 2026OLDER |
| Auto-Owners Insurance Co$4.8B AUM | 2.03% | $97M | 1.79M | Q1 2026OLDER |
| Efficient Advisors, LLC$1.4B AUM | 2.03% | $29M | 528.7K | Q1 2026OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 2.03% | $5M | 86.8K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 2.03% | $312M | 5.77M | Q1 2026OLDER |
| Vista Cima Wealth Management LLC$101M AUM | 2.02% | $2M | 37.9K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 2.01% | $12M | 227.4K | Q1 2026OLDER |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 2.01% | $2M | 39.0K | Q1 2026OLDER |
| Duncan Williams Asset Management, LLC$361M AUM | 1.99% | $7M | 133.0K | Q1 2026OLDER |
| Upper Left Wealth Management, LLC$169M AUM | 1.97% | $3M | 61.8K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 1.96% | $8M | 139.8K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 1.95% | $10M | 185.9K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 1.95% | $3M | 60.6K | Q1 2026OLDER |
| Brightwater Advisory LLC$151M AUM | 1.94% | $3M | 54.4K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 1.94% | $7M | 110.5K | Q2 2026 |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 1.94% | $6M | 101.9K | Q3 2025OLDER |
| BANK OF HAWAII$1.9B AUM | 1.94% | $37M | 683.8K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 1.93% | $36M | 657.4K | Q1 2026OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 1.93% | $2M | 36.0K | Q2 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 1.92% | $8M | 156.6K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 1.92% | $4M | 69.9K | Q1 2026OLDER |
| REDW Wealth LLC$251M AUM | 1.91% | $5M | 88.8K | Q1 2026OLDER |
| Manuka Financial, LLC$162M AUM | 1.91% | $3M | 57.2K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 1.90% | $34M | 634.6K | Q3 2025OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 1.88% | $10M | 185.7K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 1.87% | $19M | 355.2K | Q1 2026OLDER |
| BHK Investment Advisors, LLC$299M AUM | 1.86% | $6M | 103.1K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 1.86% | $129M | 2.39M | Q1 2026OLDER |
| Tarbox Family Office, Inc.$616M AUM | 1.85% | $11M | 210.7K | Q1 2026OLDER |
| Victrix Investment Advisors$239M AUM | 1.84% | $5M | 93.6K | Q1 2026OLDER |
| Axos Invest Inc.$132M AUM | 1.83% | $2M | 44.9K | Q1 2026OLDER |
| Windsor Advisory Group, LLC$120M AUM | 1.83% | $2M | 40.6K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 1.83% | $102M | 1.89M | Q1 2026OLDER |
| Affiance Financial, LLC$695M AUM | 1.82% | $13M | 212.4K | Q2 2026 |
| COUNTRY TRUST BANK$5.3B AUM | 1.82% | $96M | 1.77M | Q1 2026OLDER |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC$788M AUM | 1.82% | $14M | 265.0K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 1.82% | $2M | 44.2K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 1.81% | $29M | 544.2K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 1.80% | $25M | 410.5K | Q2 2026 |
| Aperture Investors, LLC$791M AUM | 1.80% | $14M | 263.3K | Q1 2026OLDER |
| Shepherd Street Advisors LLC$101M AUM | 1.80% | $2M | 33.8K | Q1 2026OLDER |
| Global Endowment Management, LP$896M AUM | 1.80% | $16M | 298.0K | Q1 2026OLDER |
| American Alpha Advisors, LLC$188M AUM | 1.80% | $3M | 62.5K | Q1 2026OLDER |
| Private Wealth Advisors, LLC$356M AUM | 1.79% | $6M | 117.9K | Q1 2026OLDER |
| Beirne Wealth Consulting Services, LLC$503M AUM | 1.79% | $9M | 150.5K | Q2 2026 |
| Seven Springs Wealth Group, LLC$432M AUM | 1.78% | $8M | 142.5K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 1.77% | $4M | 68.2K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 1.75% | $14M | 263.6K | Q1 2026OLDER |
| Fiduciary Wealth Partners, LLC$153M AUM | 1.75% | $3M | 49.4K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 1.74% | $5M | 88.3K | Q1 2026OLDER |
| Cooke Wealth Management, LLC$113M AUM | 1.74% | $2M | 36.3K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 1.72% | $2M | 35.6K | Q1 2026OLDER |
| Orin Green Financial, LLC$244M AUM | 1.71% | $4M | 77.1K | Q1 2026OLDER |
| Sunflower Bank, N.A.$392M AUM | 1.70% | $7M | 123.8K | Q1 2026OLDER |
| Tikvah Management LLC$323M AUM | 1.70% | $5M | 101.6K | Q1 2026OLDER |
| Garde Capital, Inc.$1.7B AUM | 1.70% | $28M | 524.6K | Q1 2026OLDER |
| Green Ridge Wealth Planning LLC$238M AUM | 1.69% | $4M | 67.5K | Q2 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM | 1.69% | $4M | 71.1K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 1.69% | $24M | 452.2K | Q1 2026OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 1.68% | $8M | 151.5K | Q1 2026OLDER |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$671M AUM | 1.67% | $11M | 207.7K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 1.67% | $118M | 2.01M | Q2 2026 |
| VVR Holdings LLC$194M AUM | 1.65% | $3M | 59.2K | Q1 2026OLDER |
| Carter Financial Group, INC.$162M AUM | 1.65% | $3M | 49.3K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 1.63% | $36M | 658.6K | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 1.62% | $6M | 111.8K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 1.62% | $421M | 7.78M | Q1 2026OLDER |
| Infinity Wealth Counsel, LLC$124M AUM | 1.62% | $2M | 33.5K | Q2 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 1.59% | $16M | 295.6K | Q1 2026OLDER |
| Family CFO Inc$223M AUM | 1.59% | $4M | 65.7K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 1.59% | $41M | 703.6K | Q1 2026OLDER |
| Hegarty Advisors, LLC$127M AUM | 1.59% | $2M | 37.3K | Q1 2026OLDER |
| First Bancorp, Inc /ME/$201M AUM | 1.59% | $3M | 59.1K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 1.58% | $4M | 81.6K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 1.58% | $2M | 38.6K | Q1 2026OLDER |
| Granite Harbor Advisors, Inc.$229M AUM | 1.57% | $4M | 66.7K | Q1 2026OLDER |
| Blue Edge Capital, LLC$753M AUM | 1.57% | $12M | 218.2K | Q2 2026 |
| MainStreet Investment Advisors LLC$665M AUM | 1.56% | $10M | 191.9K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 1.56% | $2.9B | 53.25M | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 1.56% | $90M | 1.67M | Q1 2026OLDER |
| OFC FINANCIAL PLANNING, LLC$102M AUM | 1.55% | $2M | 29.2K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 1.55% | $4M | 69.6K | Q1 2026OLDER |
| IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM | 1.55% | $4M | 68.6K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 1.55% | $8M | 130.5K | Q2 2026 |
| Arta Finance Wealth Management LLC$202M AUM | 1.54% | $3M | 57.8K | Q1 2026OLDER |
| Gleason Group, Inc.$1.0B AUM | 1.54% | $16M | 288.4K | Q1 2026OLDER |
| Sagace Wealth Management LLC$149M AUM | 1.54% | $2M | 42.6K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 1.54% | $4M | 67.8K | Q1 2026OLDER |
| Legacy Private Trust Co.$1.6B AUM | 1.53% | $25M | 459.6K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 1.52% | $15M | 285.0K | Q1 2026OLDER |
| ADVOCATE GROUP LLC$665M AUM | 1.51% | $10M | 168.6K | Q2 2026 |
| Aspire Private Capital, LLC$443M AUM | 1.51% | $7M | 123.8K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 1.50% | $3M | 54.3K | Q2 2026 |
| Cadence Wealth Management LLC$240M AUM | 1.50% | $4M | 66.4K | Q1 2026OLDER |
| Rinkey Investments$391M AUM | 1.49% | $6M | 108.1K | Q1 2026OLDER |
| Cornerstone Wealth Advisors, Inc.$434M AUM | 1.49% | $6M | 119.8K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 1.49% | $13M | 239.4K | Q1 2026OLDER |
| Renasant Bank$141M AUM | 1.49% | $2M | 38.8K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 1.48% | $2M | 43.0K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 1.47% | $7M | 115.1K | Q2 2026 |
| DB Fitzpatrick & Co, Inc$117M AUM | 1.46% | $2M | 31.6K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 1.46% | $6M | 110.1K | Q1 2026OLDER |
| Lord & Richards Wealth Management, LLC$114M AUM | 1.46% | $2M | 30.8K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 1.45% | $101M | 1.87M | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 1.45% | $17M | 319.4K | Q1 2026OLDER |
| Synergy Financial Group, LTD$133M AUM | 1.45% | $2M | 35.6K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 1.45% | $2M | 37.1K | Q1 2026OLDER |
| Lexington Hill Partners, LLC$206M AUM | 1.45% | $3M | 49.9K | Q2 2026 |
| Severin Investments, LLC$116M AUM | 1.44% | $2M | 31.1K | Q1 2026OLDER |
| Summit Wealth Group, LLC$436M AUM | 1.44% | $6M | 116.1K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 1.44% | $9M | 166.3K | Q1 2026OLDER |
| Integrated Capital Management, LLC$237M AUM | 1.43% | $3M | 62.7K | Q1 2026OLDER |
| Climber Capital SA$153M AUM | 1.42% | $2M | 41.4K | Q1 2026OLDER |
| Jordan Park Group LLC$1.9B AUM | 1.42% | $27M | 494.7K | Q1 2026OLDER |
| Junk Investment Group, LLC$191M AUM | 1.42% | $3M | 50.2K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 1.42% | $6M | 103.1K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 1.41% | $7M | 123.7K | Q1 2026OLDER |
| Smart Portfolios, LLC$100M AUM | 1.41% | $1M | 26.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 1.41% | $693M | 12.96M | Q1 2026OLDER |
| C2C Wealth Management, LLC$128M AUM | 1.41% | $2M | 30.2K | Q2 2026 |
| PFG Private Wealth Management, LLC$236M AUM | 1.41% | $3M | 58.2K | Q3 2025OLDER |
| TPG Financial Advisors, LLC$307M AUM | 1.40% | $4M | 79.7K | Q1 2026OLDER |
| SWS Partners$405M AUM | 1.38% | $6M | 103.2K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 1.37% | $7M | 121.5K | Q2 2026 |
| PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM | 1.37% | $17M | 309.9K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 1.37% | $16M | 303.9K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 1.36% | $10M | 192.0K | Q1 2026OLDER |
| Avant Financial Advisors LLC$161M AUM | 1.35% | $2M | 36.3K | Q2 2026 |
| Grove Bank & Trust$1.0B AUM | 1.35% | $14M | 227.6K | Q2 2026 |
| TICINO WEALTH$288M AUM | 1.35% | $4M | 65.2K | Q1 2026OLDER |
| Palatine Hill Wealth Management, LLC$115M AUM | 1.34% | $2M | 28.5K | Q1 2026OLDER |
| Compton Wealth Advisory Group, LLC$449M AUM | 1.34% | $6M | 110.8K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 1.34% | $3M | 56.4K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 1.33% | $20M | 363.3K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 1.33% | $897M | 16.59M | Q1 2026OLDER |
| GOLDEN ROAD ADVISORS LLC$174M AUM | 1.32% | $2M | 42.4K | Q1 2026OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 1.32% | $2M | 34.9K | Q1 2026OLDER |
| NavPoint Financial, Inc.$247M AUM | 1.32% | $3M | 60.3K | Q1 2026OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 1.32% | $31M | 575.3K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 1.31% | $18M | 329.3K | Q1 2026OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 1.31% | $6M | 117.0K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 1.31% | $30M | 507.8K | Q2 2026 |
| 180 WEALTH ADVISORS, LLC$997M AUM | 1.30% | $13M | 217.8K | Q2 2026 |
| Nelson Capital Management, LLC$819M AUM | 1.30% | $11M | 197.1K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 1.30% | $19M | 349.2K | Q1 2026OLDER |
| Madrid Wealth Management, LLC$133M AUM | 1.29% | $2M | 31.8K | Q1 2026OLDER |
| Financial Guidance Group, Inc.$249M AUM | 1.29% | $3M | 59.4K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 1.29% | $63M | 1.16M | Q1 2026OLDER |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 1.29% | $2M | 34.0K | Q1 2026OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 1.29% | $2M | 31.7K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 1.29% | $42M | 780.6K | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 1.28% | $3M | 63.0K | Q1 2026OLDER |
| GreatBanc Trust CO$143M AUM | 1.28% | $2M | 33.8K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 1.28% | $1M | 25.8K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$397M AUM | 1.27% | $5M | 84.8K | Q2 2026 |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 1.27% | $3M | 53.6K | Q1 2026OLDER |
| Stembrook Asset Management, LLC$102M AUM | 1.26% | $1M | 23.9K | Q1 2026OLDER |
| Nabity-Jensen Investment Management Inc$144M AUM | 1.26% | $2M | 33.6K | Q1 2026OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 1.25% | $148M | 2.74M | Q1 2026OLDER |
| Cushing Capital Partners, LLC$130M AUM | 1.25% | $2M | 30.1K | Q1 2026OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 1.25% | $5M | 83.7K | Q2 2026 |
| Fort Point Capital Partners LLC$825M AUM | 1.25% | $10M | 190.8K | Q1 2026OLDER |
| Orcam Financial Group$141M AUM | 1.24% | $2M | 32.4K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 1.24% | $2M | 34.7K | Q1 2026OLDER |
| Monument Group Wealth Advisors, LLC$180M AUM | 1.24% | $2M | 41.2K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 1.23% | $3M | 58.1K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 1.23% | $40M | 743.0K | Q1 2026OLDER |
| Fire Capital Management LLC$214M AUM | 1.23% | $3M | 48.7K | Q1 2026OLDER |
| St. Louis Trust Co$856M AUM | 1.23% | $11M | 195.0K | Q1 2026OLDER |
| TRED AVON FAMILY WEALTH, LLC$301M AUM | 1.23% | $4M | 68.5K | Q1 2026OLDER |
| VAN STRUM & TOWNE INC.$343M AUM | 1.21% | $4M | 76.9K | Q1 2026OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 1.21% | $2M | 43.4K | Q1 2026OLDER |
| Arvest Bank Trust Division$1.8B AUM | 1.21% | $22M | 412.9K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 1.21% | $2M | 34.0K | Q1 2026OLDER |
| Triangle Securities Wealth Management$504M AUM | 1.20% | $6M | 101.6K | Q2 2026 |
| CENTRAL BANK & TRUST CO$636M AUM | 1.20% | $8M | 141.1K | Q1 2026OLDER |
| BlueSky Wealth Advisors, LLC$777M AUM | 1.19% | $9M | 171.4K | Q1 2026OLDER |
| Coastline Trust Co$1.0B AUM | 1.19% | $12M | 221.6K | Q1 2026OLDER |
| General Partner, Inc.$186M AUM | 1.19% | $2M | 37.0K | Q2 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 1.18% | $3M | 47.2K | Q1 2026OLDER |
| Karnit Road Accident Victims Compensation Fund$170M AUM | 1.18% | $2M | 37.1K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 1.18% | $23M | 421.1K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 1.17% | $7M | 114.3K | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.