VANGUARD WORLD FD
CUSIP 92204A504
Vanguard World Fd has 1,074 institutional holders in Filings Flow’s 13F database, together reporting 21.17M shares worth $5.4B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Ubs Group AG.
Institutional Holders
1,074
Q1 2026
Reported Value
$5.4B
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 |
|---|---|---|---|---|
| Wheelhouse Advisory Group LLC$302M AUM | 7.69% | $23M | 85.3K | Q1 2026OLDER |
| Allied Investment Advisors, LLC$697M AUM | 6.70% | $47M | 171.7K | Q1 2026OLDER |
| SOUTHERN CAPITAL SERVICES INC /ADV$156M AUM | 6.43% | $10M | 36.8K | Q1 2026OLDER |
| Lakeshore Financial Planning, Inc.$276M AUM | 5.59% | $15M | 56.6K | Q1 2026OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 5.40% | $96M | 352.4K | Q1 2026OLDER |
| PARAGON FINANCIAL PARTNERS, INC.$177M AUM | 5.25% | $9M | 33.3K | Q1 2026OLDER |
| Adaptive Financial Consulting, LLC$261M AUM | 4.55% | $12M | 43.7K | Q1 2026OLDER |
| Richmond Brothers, Inc.$150M AUM | 4.32% | $6M | 23.8K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 3.98% | $10M | 36.6K | Q1 2026OLDER |
| Geneva Partners, LLC$208M AUM | 3.86% | $8M | 29.5K | Q1 2026OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 3.76% | $241M | 883.2K | Q1 2026OLDER |
| Capital Advantage, Inc.$765M AUM | 3.17% | $24M | 89.1K | Q1 2026OLDER |
| Chokshi & Queen Wealth Advisors, Inc$187M AUM | 3.04% | $6M | 20.9K | Q1 2026OLDER |
| INVICTUS PRIVATE WEALTH, LLC$1.6B AUM | 2.97% | $48M | 177.2K | Q1 2026OLDER |
| Kinloch Capital, LLC$245M AUM | 2.75% | $6M | 22.2K | Q4 2025OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 2.69% | $16M | 52.2K | Q2 2026 |
| TRUST CO OF OKLAHOMA$343M AUM | 2.67% | $9M | 33.6K | Q1 2026OLDER |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 2.55% | $198M | 726.2K | Q1 2026OLDER |
| Marotta Asset Management$601M AUM | 2.53% | $15M | 50.6K | Q2 2026 |
| Ballast, Inc.$432M AUM | 2.53% | $11M | 40.2K | Q1 2026OLDER |
| WASHINGTON GROWTH STRATEGIES LLC$180M AUM | 2.47% | $4M | 14.9K | Q2 2026 |
| DMKC Advisory Services, LLC$530M AUM | 2.33% | $12M | 41.3K | Q2 2026 |
| Artesa Financial Group, LLC$105M AUM | 2.30% | $2M | 8.9K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 2.28% | $7M | 24.5K | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 2.28% | $6M | 21.2K | Q1 2026OLDER |
| North Forty Two & Co.$108M AUM | 2.23% | $2M | 8.9K | Q1 2026OLDER |
| CDKV HOLDINGS LLC$114M AUM | 2.23% | $3M | 9.3K | Q1 2026OLDER |
| VMS Asset Management Limited$164M AUM | 2.19% | $6M | 19.7K | Q4 2025OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 2.13% | $32M | 116.9K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 2.12% | $4M | 13.3K | Q1 2026OLDER |
| Baron Financial Group, LLC$210M AUM | 1.98% | $4M | 13.9K | Q2 2026 |
| Atlas Legacy Advisors, LLC$550M AUM | 1.98% | $11M | 39.9K | Q1 2026OLDER |
| David Kennon Inc$279M AUM | 1.94% | $5M | 19.8K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 1.88% | $7M | 25.3K | Q1 2026OLDER |
| Safeguard Investment Advisory Group, LLC$362M AUM | 1.69% | $6M | 22.5K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 1.68% | $7M | 27.1K | Q1 2026OLDER |
| Obsidian Personal Planning Solutions LLC$288M AUM | 1.67% | $5M | 17.7K | Q3 2025OLDER |
| Aspen Wealth Strategies, LLC$187M AUM | 1.60% | $3M | 11.0K | Q1 2026OLDER |
| Summit Wealth Group, LLC$436M AUM | 1.53% | $7M | 24.5K | Q1 2026OLDER |
| Leo H. Evart, Inc.$117M AUM | 1.52% | $2M | 6.5K | Q1 2026OLDER |
| Axiom Financial Strategies, LLC$284M AUM | 1.49% | $4M | 12.3K | Q4 2025OLDER |
| CHAI TRUST CO LLC$1.2B AUM | 1.48% | $17M | 64.1K | Q1 2026OLDER |
| S&A Financial Services, Inc.$146M AUM | 1.45% | $2M | 7.7K | Q2 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 1.42% | $2M | 6.2K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 1.40% | $2M | 5.9K | Q1 2026OLDER |
| MontVue Capital Management, Inc.$147M AUM | 1.34% | $2M | 7.2K | Q1 2026OLDER |
| Trinity Legacy Partners, LLC$462M AUM | 1.29% | $6M | 21.5K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 1.29% | $3M | 9.5K | Q1 2026OLDER |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 1.25% | $2M | 6.9K | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 1.23% | $2M | 7.6K | Q1 2026OLDER |
| Altura Wealth Advisors Inc.$229M AUM | 1.22% | $3M | 10.3K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 1.21% | $16M | 58.7K | Q1 2026OLDER |
| Guardian Wealth Management, LLC$330M AUM | 1.19% | $4M | 14.5K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 1.19% | $10M | 37.9K | Q1 2026OLDER |
| DAHRING | CUSMANO LLC$163M AUM | 1.16% | $2M | 6.9K | Q1 2026OLDER |
| Thayer Partners, LLC / MA$210M AUM | 1.14% | $2M | 8.8K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 1.14% | $7M | 26.9K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 1.11% | $8M | 28.5K | Q1 2026OLDER |
| Fischer Financial Services, Inc.$297M AUM | 1.10% | $3M | 12.0K | Q1 2026OLDER |
| Sidoxia Capital Management, LLC$116M AUM | 1.09% | $1M | 4.6K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 1.09% | $6M | 20.3K | Q1 2026OLDER |
| CORA CAPITAL ADVISORS LLC$302M AUM | 1.07% | $3M | 11.9K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 1.07% | $6M | 21.0K | Q1 2026OLDER |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 1.07% | $4M | 13.3K | Q1 2026OLDER |
| AMI INVESTMENT MANAGEMENT INC$445M AUM | 1.04% | $5M | 17.0K | Q1 2026OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 1.04% | $5M | 19.9K | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 1.03% | $3M | 9.5K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 1.03% | $25M | 85.6K | Q4 2025OLDER |
| Kassira Wealth Management LLC$109M AUM | 1.01% | $1M | 4.0K | Q3 2025OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 1.00% | $8M | 30.7K | Q3 2025OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.99% | $9M | 31.8K | Q1 2026OLDER |
| SP Asset Management LLC$1.1B AUM | 0.96% | $11M | 40.0K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.96% | $3M | 9.6K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.95% | $15M | 56.5K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.94% | $2M | 6.4K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.94% | $24M | 88.6K | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 0.93% | $7M | 24.7K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 0.93% | $1M | 3.8K | Q1 2026OLDER |
| Blackston Financial Advisory Group, LLC$160M AUM | 0.93% | $1M | 5.5K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 0.91% | $17M | 63.9K | Q3 2025OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.91% | $3M | 8.8K | Q2 2026 |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.90% | $12M | 43.7K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.87% | $6M | 23.1K | Q1 2026OLDER |
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 0.86% | $25M | 91.1K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.86% | $9M | 33.1K | Q1 2026OLDER |
| Joule Financial, LLC$343M AUM | 0.85% | $3M | 10.7K | Q1 2026OLDER |
| Crown Wealth Group, LLC$340M AUM | 0.83% | $3M | 10.3K | Q4 2025OLDER |
| Advantage Trust Co$223M AUM | 0.81% | $2M | 6.7K | Q1 2026OLDER |
| Red Mountain Financial, LLC$106M AUM | 0.80% | $849,442 | 3.1K | Q1 2026OLDER |
| 1015 Capital Partners, LLC$103M AUM | 0.80% | $819,713 | 3.0K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.79% | $1M | 5.4K | Q1 2026OLDER |
| JM2 Capital Inc.$121M AUM | 0.79% | $947,436 | 3.5K | Q1 2026OLDER |
| NCM Capital Management, LLC$279M AUM | 0.78% | $2M | 8.0K | Q1 2026OLDER |
| KDK Private Wealth Management, LLC$109M AUM | 0.77% | $843,233 | 3.1K | Q1 2026OLDER |
| Gibraltar Capital Management, Inc.$581M AUM | 0.75% | $4M | 16.1K | Q1 2026OLDER |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 0.73% | $892,171 | 3.3K | Q1 2026OLDER |
| Live Oak Investment Partners$169M AUM | 0.73% | $1M | 4.5K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.72% | $4M | 13.8K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.69% | $2M | 8.1K | Q1 2026OLDER |
| Praetorian Wealth Management, Inc.$580M AUM | 0.69% | $4M | 13.4K | Q2 2026 |
| AIMZ Investment Advisors, LLC$324M AUM | 0.67% | $2M | 7.9K | Q1 2026OLDER |
| Dougherty & Associates, LLC$109M AUM | 0.67% | $726,445 | 2.7K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.66% | $6M | 22.9K | Q1 2026OLDER |
| Guardian Capital, LLC$105M AUM | 0.66% | $687,212 | 2.5K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 0.65% | $2M | 6.2K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.65% | $3M | 10.7K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.63% | $1M | 5.2K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.62% | $1M | 5.4K | Q1 2026OLDER |
| Bluesphere Advisors LLC$281M AUM | 0.61% | $2M | 6.3K | Q1 2026OLDER |
| Junk Investment Group, LLC$191M AUM | 0.61% | $1M | 4.2K | Q1 2026OLDER |
| Aberdeen Wealth Management LLC$219M AUM | 0.60% | $1M | 4.9K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.58% | $7M | 24.6K | Q1 2026OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 0.57% | $906,587 | 3.3K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.57% | $8M | 28.1K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 0.57% | $823,750 | 2.9K | Q4 2025OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.55% | $1M | 4.4K | Q1 2026OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.55% | $4M | 12.3K | Q4 2025OLDER |
| Rooted Wealth Advisors, Inc.$379M AUM | 0.55% | $2M | 7.5K | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.54% | $6M | 21.0K | Q1 2026OLDER |
| Atala Financial Inc$149M AUM | 0.53% | $785,761 | 2.9K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.53% | $2M | 7.0K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 0.52% | $675,861 | 2.3K | Q4 2025OLDER |
| Abbot Financial Management, Inc.$239M AUM | 0.52% | $1M | 4.6K | Q1 2026OLDER |
| Adams Wealth Management$455M AUM | 0.50% | $2M | 8.4K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 0.50% | $842,498 | 3.1K | Q1 2026OLDER |
| May Barnhard Investments LLC$206M AUM | 0.49% | $1M | 3.7K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.49% | $3M | 11.6K | Q1 2026OLDER |
| SNOWWATER INVESTMENT PARTNERS, LLC$106M AUM | 0.49% | $514,704 | 1.9K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.49% | $969,348 | 3.6K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.48% | $15M | 53.6K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.48% | $2M | 6.8K | Q1 2026OLDER |
| Capital Management Associates, Inc$442M AUM | 0.48% | $2M | 7.8K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.48% | $4M | 16.4K | Q1 2026OLDER |
| Financial Futures Ltd Liability Co.$228M AUM | 0.48% | $1M | 4.0K | Q1 2026OLDER |
| Rayburn West Financial Services LLC$170M AUM | 0.47% | $800,125 | 2.9K | Q1 2026OLDER |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 0.47% | $637,351 | 2.3K | Q1 2026OLDER |
| FINANCIAL ADVISORY PARTNERS, LLC$354M AUM | 0.45% | $2M | 5.8K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.44% | $2M | 6.5K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.44% | $1M | 4.9K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 0.44% | $2M | 8.4K | Q1 2026OLDER |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 0.44% | $1M | 3.7K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.43% | $5M | 16.8K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 0.43% | $1M | 4.8K | Q1 2026OLDER |
| Finward Bancorp$125M AUM | 0.42% | $530,229 | 1.9K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.42% | $4M | 12.9K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.41% | $2M | 5.8K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.41% | $5M | 18.2K | Q1 2026OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 0.41% | $814,999 | 3.0K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.41% | $2M | 6.3K | Q2 2026 |
| Rossby Financial, LCC$489M AUM | 0.41% | $2M | 7.3K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 0.41% | $1M | 3.7K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 0.40% | $2M | 6.7K | Q1 2026OLDER |
| Long Island Wealth Management, Inc.$216M AUM | 0.40% | $870,728 | 3.2K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.40% | $848,308 | 3.1K | Q1 2026OLDER |
| Athena Investment Management$193M AUM | 0.40% | $763,341 | 2.8K | Q1 2026OLDER |
| Olistico Wealth, LLC$234M AUM | 0.39% | $902,790 | 3.0K | Q2 2026 |
| CHRISTINE MESSMER PC$156M AUM | 0.39% | $603,933 | 2.2K | Q1 2026OLDER |
| RBA Wealth Management, LLC$278M AUM | 0.38% | $1M | 3.9K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.37% | $2M | 5.8K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.37% | $1M | 4.2K | Q2 2026 |
| Cascade Wealth Advisors, Inc$228M AUM | 0.36% | $830,831 | 3.1K | Q1 2026OLDER |
| Fortis Advisors, LLC$200M AUM | 0.36% | $671,199 | 2.3K | Q4 2025OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.36% | $1M | 3.8K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.36% | $1M | 4.7K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.36% | $12M | 38.7K | Q2 2026 |
| One Charles Private Wealth Services, LLC$400M AUM | 0.36% | $1M | 5.2K | Q1 2026OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 0.35% | $694,442 | 2.5K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.35% | $11M | 40.0K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.35% | $857,313 | 3.1K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.35% | $2M | 6.1K | Q1 2026OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 0.34% | $874,610 | 3.2K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.34% | $476,819 | 1.8K | Q1 2026OLDER |
| Bulwark Capital Corp$178M AUM | 0.34% | $603,103 | 2.0K | Q2 2026 |
| Monetary Solutions, Ltd$103M AUM | 0.33% | $345,587 | 1.3K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.33% | $15M | 56.4K | Q1 2026OLDER |
| Hudson Value Partners, LLC$335M AUM | 0.33% | $1M | 4.1K | Q1 2026OLDER |
| LifeGoal Investments, LLC$218M AUM | 0.33% | $721,810 | 2.4K | Q2 2026 |
| Navis Wealth Advisors, LLC$196M AUM | 0.33% | $646,501 | 2.4K | Q1 2026OLDER |
| Goepper Burkhardt LLC$299M AUM | 0.33% | $980,388 | 3.6K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.32% | $883,926 | 3.2K | Q1 2026OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 0.31% | $2M | 7.8K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.31% | $639,431 | 2.3K | Q1 2026OLDER |
| IVC Wealth Advisors LLC$230M AUM | 0.31% | $712,688 | 2.6K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.31% | $12M | 40.0K | Q2 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.30% | $1M | 3.4K | Q2 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 0.30% | $348,038 | 1.3K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.30% | $2M | 6.5K | Q1 2026OLDER |
| Accretive Wealth Partners, LLC$356M AUM | 0.30% | $1M | 3.9K | Q1 2026OLDER |
| BRIGHT FINANCIAL ADVISORS, INC.$218M AUM | 0.30% | $644,060 | 2.4K | Q1 2026OLDER |
| Mainstream Capital Management LLC$149M AUM | 0.29% | $434,639 | 1.6K | Q1 2026OLDER |
| Sun Group Wealth Partners$127M AUM | 0.29% | $366,827 | 1.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.29% | $57M | 207.5K | Q1 2026OLDER |
| Triangle Securities Wealth Management$504M AUM | 0.29% | $1M | 4.8K | Q2 2026 |
| MAI Capital Management$17.7B AUM | 0.29% | $51M | 186.0K | Q1 2026OLDER |
| MUIRFIELD WEALTH ADVISORS LLC$136M AUM | 0.29% | $388,369 | 1.4K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.28% | $510,429 | 1.9K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.28% | $3M | 9.2K | Q2 2026 |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.27% | $937,641 | 3.4K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.27% | $387,686 | 1.4K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.27% | $989,952 | 3.6K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.26% | $1M | 4.7K | Q1 2026OLDER |
| Innovative Wealth Building LLC$142M AUM | 0.26% | $373,585 | 1.4K | Q1 2026OLDER |
| WEALTH MANAGEMENT RESOURCES, INC.$287M AUM | 0.26% | $753,905 | 2.8K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.25% | $3M | 11.6K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.25% | $904,260 | 3.3K | Q1 2026OLDER |
| FISCHER INVESTMENT STRATEGIES, LLC$171M AUM | 0.25% | $432,460 | 1.6K | Q2 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.25% | $2M | 8.7K | Q1 2026OLDER |
| Calder Financial LLC$106M AUM | 0.25% | $263,968 | 883 | Q2 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM | 0.25% | $1M | 5.1K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.25% | $4M | 13.3K | Q1 2026OLDER |
| INTEGRAL INVESTMENT ADVISORS, INC.$454M AUM | 0.24% | $1M | 3.7K | Q2 2026 |
| Vivaldi Capital Management LP$723M AUM | 0.24% | $2M | 6.4K | Q1 2026OLDER |
| Asset Advisory Group, Inc.$229M AUM | 0.24% | $545,710 | 1.8K | Q2 2026 |
| Northstar Group, Inc.$707M AUM | 0.24% | $2M | 6.1K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.23% | $531,416 | 2.0K | Q1 2026OLDER |
| Hikari Tsushin, Inc.$1.5B AUM | 0.23% | $3M | 12.4K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 0.23% | $553,217 | 2.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.23% | $16M | 57.7K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.23% | $500,511 | 1.8K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 0.23% | $299,392 | 1.1K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.22% | $2M | 7.3K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.22% | $884,077 | 3.2K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.22% | $537,954 | 2.0K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.22% | $6M | 23.9K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.22% | $4M | 13.2K | Q1 2026OLDER |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 0.22% | $391,138 | 1.4K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.21% | $467,293 | 1.8K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.21% | $610,774 | 2.2K | Q1 2026OLDER |
| Grant Private Wealth Management Inc$237M AUM | 0.21% | $497,553 | 1.7K | Q2 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC$223M AUM | 0.21% | $465,957 | 1.7K | Q1 2026OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 0.21% | $566,020 | 2.1K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 0.21% | $852,121 | 3.1K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.21% | $2M | 8.4K | Q1 2026OLDER |
| Yoder Wealth Management, Inc.$219M AUM | 0.20% | $443,898 | 1.6K | Q1 2026OLDER |
| DUTCH ASSET Corp$149M AUM | 0.20% | $298,274 | 1.1K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.20% | $18M | 64.4K | Q1 2026OLDER |
| LPWM LLC$396M AUM | 0.20% | $788,395 | 2.9K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.20% | $1M | 4.4K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$432M AUM | 0.20% | $854,046 | 2.9K | Q2 2026 |
| HF Advisory Group, LLC$323M AUM | 0.20% | $632,410 | 2.1K | Q2 2026 |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.20% | $546,294 | 2.0K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.19% | $579,509 | 2.1K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.19% | $587,142 | 2.2K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.19% | $231,772 | 864 | Q1 2026OLDER |
| Smith & Howard Wealth Management, LLC$462M AUM | 0.19% | $872,001 | 3.2K | Q1 2026OLDER |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC$444M AUM | 0.19% | $830,607 | 3.0K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.19% | $705,903 | 2.6K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 0.19% | $386,709 | 1.4K | Q1 2026OLDER |
| Greenhouse Wealth Management, LLC$162M AUM | 0.19% | $300,927 | 1.1K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.18% | $285,760 | 1.0K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.18% | $303,920 | 1.1K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.18% | $4M | 13.5K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.18% | $1M | 5.2K | Q1 2026OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.18% | $675,584 | 2.3K | Q4 2025OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.18% | $659,583 | 2.4K | Q1 2026OLDER |
| CMG Global Holdings, LLC$210M AUM | 0.18% | $382,005 | 1.4K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.18% | $2M | 5.9K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.18% | $272,330 | 1.0K | Q1 2026OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 0.18% | $1M | 5.0K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.18% | $332,583 | 1.2K | Q1 2026OLDER |
| Salus Financial Advisors, LLC$171M AUM | 0.18% | $306,644 | 1.1K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 0.18% | $343,877 | 1.1K | Q2 2026 |
| KTF INVESTMENTS, LLC$584M AUM | 0.18% | $1M | 3.8K | Q1 2026OLDER |
| WJ Interests, LLC$260M AUM | 0.18% | $460,237 | 1.7K | Q1 2026OLDER |
| Resolute Wealth Strategies, LLC$232M AUM | 0.18% | $409,508 | 1.5K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.18% | $8M | 30.0K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.18% | $2M | 8.2K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.18% | $1,960 | 6.8K | Q4 2025OLDER |
| TME FINANCIAL, INC.$144M AUM | 0.18% | $254,021 | 933 | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.18% | $6M | 20.8K | Q1 2026OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 0.17% | $298,987 | 1.1K | Q1 2026OLDER |
| Great Diamond Partners, LLC$582M AUM | 0.17% | $1M | 3.4K | Q2 2026 |
| Congress Park Capital LLC$326M AUM | 0.17% | $559,639 | 2.1K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.17% | $854,433 | 3.1K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.17% | $318,908 | 1.2K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.17% | $1M | 5.0K | Q3 2025OLDER |
| Summit Place Financial Advisors, LLC$208M AUM | 0.17% | $354,029 | 1.3K | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.17% | $670,476 | 2.5K | Q1 2026OLDER |
| Upper Left Wealth Management, LLC$169M AUM | 0.17% | $285,947 | 1.1K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.17% | $1M | 4.0K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.17% | $7M | 25.9K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.17% | $2M | 5.7K | Q1 2026OLDER |
| Carson Advisory Inc.$193M AUM | 0.17% | $321,266 | 1.2K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.17% | $1M | 5.1K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$397M AUM | 0.17% | $656,028 | 2.2K | Q2 2026 |
| Embree Financial Group$849M AUM | 0.17% | $1M | 5.1K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.16% | $463,839 | 1.7K | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.16% | $2M | 6.2K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.16% | $4M | 13.3K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.16% | $394,591 | 1.4K | Q1 2026OLDER |
| First Bancorp, Inc /ME/$201M AUM | 0.16% | $319,988 | 1.2K | Q1 2026OLDER |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.16% | $324,669 | 1.2K | Q1 2026OLDER |
| Pacific Asset Management, LLC$179M AUM | 0.16% | $282,589 | 1.0K | Q1 2026OLDER |
| Essential Planning, LLC.$315M AUM | 0.16% | $495,065 | 1.8K | Q1 2026OLDER |
| Financial Solutions Advisory Group, Inc.$723M AUM | 0.16% | $1M | 4.1K | Q2 2026 |
| Westmount Partners, LLC$457M AUM | 0.15% | $703,272 | 2.4K | Q2 2026 |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.15% | $234,477 | 861 | Q1 2026OLDER |
| Independent Family Office, LLC$243M AUM | 0.15% | $367,646 | 1.4K | Q1 2026OLDER |
| WFA Asset Management Corp$184M AUM | 0.15% | $278,008 | 985 | Q3 2025OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.15% | $633,440 | 2.3K | Q1 2026OLDER |
| CORDA Investment Management, LLC.$1.4B AUM | 0.15% | $2M | 7.0K | Q4 2025OLDER |
| BAILARD, INC.$4.4B AUM | 0.15% | $6M | 23.2K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.15% | $301,127 | 1.1K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.14% | $220,589 | 810 | Q1 2026OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 0.14% | $878,809 | 3.2K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.14% | $1M | 5.1K | Q1 2026OLDER |
| LifeSteps Financial, Inc.$158M AUM | 0.14% | $222,766 | 818 | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.14% | $802,132 | 2.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.14% | $7M | 24.6K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.14% | $159,585 | 586 | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.14% | $5M | 18.0K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.14% | $5M | 19.4K | Q1 2026OLDER |
| Bay Capital Advisors, LLC$162M AUM | 0.14% | $224,427 | 780 | Q4 2025OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.14% | $571,893 | 2.1K | Q1 2026OLDER |
| MN Wealth Advisors, LLC$206M AUM | 0.14% | $279,039 | 1.0K | Q1 2026OLDER |
| Bravias Capital Group, LLC$153M AUM | 0.14% | $224,033 | 778 | Q4 2025OLDER |
| New Perspectives, Inc$289M AUM | 0.13% | $387,253 | 1.4K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.13% | $2M | 8.1K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.13% | $575,706 | 2.1K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.13% | $155,228 | 570 | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.13% | $29M | 106.9K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.13% | $435,107 | 1.6K | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.13% | $368,679 | 1.2K | Q2 2026 |
| Hardin Capital Partners, LLC$215M AUM | 0.13% | $274,547 | 915 | Q2 2026 |
| Nvest Financial, LLC$268M AUM | 0.13% | $341,305 | 1.3K | Q1 2026OLDER |
| MRWM Advisors, LLC$184M AUM | 0.13% | $230,663 | 847 | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 0.13% | $385,894 | 1.4K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.12% | $565,866 | 2.1K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.12% | $3M | 12.2K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.12% | $879,485 | 3.2K | Q1 2026OLDER |
| EJMK Ventures LLC$179M AUM | 0.12% | $217,864 | 800 | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.12% | $262,966 | 974 | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.12% | $458,330 | 1.7K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.12% | $528,986 | 1.9K | Q1 2026OLDER |
| Gainplan LLC$254M AUM | 0.12% | $306,186 | 1.0K | Q2 2026 |
| Lynx Investment Advisory$209M AUM | 0.12% | $252,073 | 926 | Q1 2026OLDER |
| Brick & Kyle, Associates$303M AUM | 0.12% | $364,677 | 1.3K | Q2 2026 |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 0.12% | $204,232 | 750 | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.12% | $226,635 | 832 | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.12% | $1M | 4.9K | Q1 2026OLDER |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 0.12% | $3M | 12.1K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.12% | $369,796 | 1.4K | Q1 2026OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 0.12% | $429,200 | 1.6K | Q1 2026OLDER |
| Vickerman Investment Advisors, Inc.$476M AUM | 0.12% | $561,380 | 2.1K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.12% | $337,689 | 1.2K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.12% | $2M | 5.2K | Q2 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.11% | $248,093 | 911 | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.11% | $331,977 | 1.2K | Q1 2026OLDER |
| Next Level Wealth Planning, LLC$195M AUM | 0.11% | $222,073 | 815 | Q1 2026OLDER |
| COFG Advisors, LLC$404M AUM | 0.11% | $454,742 | 1.7K | Q1 2026OLDER |
| 360 Financial, Inc.$332M AUM | 0.11% | $372,208 | 1.4K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 0.11% | $1M | 3.7K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.11% | $371,730 | 1.4K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.11% | $245,953 | 903 | Q1 2026OLDER |
| Focused Wealth Management, Inc$964M AUM | 0.11% | $1M | 3.9K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.11% | $4M | 13.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.11% | $103M | 379.3K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.11% | $7M | 25.7K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.11% | $484,859 | 1.8K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.11% | $336,328 | 1.2K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.11% | $425,686 | 1.6K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.11% | $1M | 3.8K | Q1 2026OLDER |
| SWEENEY & MICHEL, LLC$340M AUM | 0.11% | $362,818 | 1.3K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.11% | $35M | 126.7K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.11% | $148,420 | 545 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.11% | $13M | 48.4K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.10% | $2M | 7.0K | Q1 2026OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.10% | $513,614 | 1.9K | Q1 2026OLDER |
| CHANNEL WEALTH LLC$413M AUM | 0.10% | $427,830 | 1.6K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 0.10% | $797,110 | 2.9K | Q1 2026OLDER |
| LJI Wealth Management, LLC$626M AUM | 0.10% | $644,037 | 2.4K | Q1 2026OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.10% | $644,605 | 2.4K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.10% | $2M | 6.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.10% | $70M | 255.8K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.10% | $4M | 14.4K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.10% | $311,817 | 1.1K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.10% | $12M | 45.5K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.10% | $4M | 13.4K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.10% | $2M | 6.5K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 0.10% | $268,246 | 985 | Q1 2026OLDER |
| NavPoint Financial, Inc.$247M AUM | 0.10% | $244,244 | 897 | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.10% | $2M | 6.0K | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.10% | $1M | 4.7K | Q1 2026OLDER |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 0.10% | $741,029 | 2.7K | Q1 2026OLDER |
| Burford Brothers, Inc.$244M AUM | 0.10% | $237,985 | 874 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.10% | $6M | 23.2K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.10% | $804,735 | 3.0K | Q1 2026OLDER |
| Curran Financial Partners, LLC$559M AUM | 0.10% | $542,495 | 2.0K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.10% | $945,803 | 3.5K | Q1 2026OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 0.10% | $2M | 7.4K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.10% | $366,012 | 1.3K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.10% | $221,583 | 814 | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.10% | $220,389 | 766 | Q4 2025OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.10% | $311,398 | 1.1K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.09% | $1M | 4.7K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.09% | $1M | 3.6K | Q4 2025OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.09% | $1M | 5.4K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.09% | $2M | 7.3K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.09% | $374,969 | 1.4K | Q1 2026OLDER |
| GRANDFIELD & DODD, LLC$1.8B AUM | 0.09% | $2M | 6.1K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.09% | $359,525 | 1.2K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.09% | $3M | 12.2K | Q1 2026OLDER |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 0.09% | $252,228 | 972 | Q3 2025OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 0.09% | $226,250 | 786 | Q4 2025OLDER |
| Resolute Advisors LLC$242M AUM | 0.09% | $222,494 | 817 | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.09% | $722,566 | 2.7K | Q1 2026OLDER |
| FORONJY FINANCIAL LLC$241M AUM | 0.09% | $217,817 | 800 | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.09% | $1M | 4.2K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.09% | $1M | 4.5K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.09% | $289,487 | 1.1K | Q1 2026OLDER |
| Grant Street Asset Management, Inc.$519M AUM | 0.09% | $448,566 | 1.6K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.09% | $163,288 | 629 | Q4 2025OLDER |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 0.09% | $200,919 | 698 | Q4 2025OLDER |
| Blankinship & Foster, LLC$452M AUM | 0.09% | $384,760 | 1.4K | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 0.08% | $629,133 | 2.3K | Q1 2026OLDER |
| GSG Advisors LLC$385M AUM | 0.08% | $325,264 | 1.2K | Q1 2026OLDER |
| Elm Partners Management LLC$2.3B AUM | 0.08% | $2M | 7.3K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.08% | $1M | 5.0K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.08% | $577,885 | 2.1K | Q1 2026OLDER |
| Prostatis Group LLC$391M AUM | 0.08% | $323,800 | 1.2K | Q1 2026OLDER |
| Compass Advisory Group LLC$374M AUM | 0.08% | $307,913 | 1.1K | Q1 2026OLDER |
| MOLLER WEALTH PARTNERS$507M AUM | 0.08% | $416,624 | 1.5K | Q1 2026OLDER |
| McGuire Investment Group, LLC$885M AUM | 0.08% | $727,938 | 2.7K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.08% | $207,644 | 721 | Q4 2025OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.08% | $84,569 | 311 | Q1 2026OLDER |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 0.08% | $255,733 | 939 | Q1 2026OLDER |
| LMG Wealth Partners, LLC$549M AUM | 0.08% | $441,766 | 1.6K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.08% | $3M | 12.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.08% | $29M | 106.4K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.08% | $970,797 | 3.7K | Q3 2025OLDER |
| Planned Solutions, Inc.$306M AUM | 0.08% | $243,735 | 895 | Q1 2026OLDER |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 0.08% | $1M | 5.3K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.08% | $341,281 | 1.1K | Q2 2026 |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.08% | $289,214 | 1.1K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.08% | $380,042 | 1.3K | Q2 2026 |
| M&T BANK CORP$29.2B AUM | 0.08% | $23M | 83.2K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.08% | $111,111 | 408 | Q1 2026OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.08% | $845,745 | 3.1K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.08% | $421,071 | 1.6K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.08% | $54M | 199.1K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 0.08% | $202,943 | 705 | Q4 2025OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.08% | $582,787 | 2.1K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.08% | $387,526 | 1.4K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.08% | $101,579 | 373 | Q1 2026OLDER |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 0.07% | $782,132 | 2.9K | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 0.07% | $81,427 | 299 | Q1 2026OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 0.07% | $292,755 | 1.1K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.07% | $211,053 | 774 | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.07% | $2M | 5.8K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.07% | $563,056 | 2.1K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.07% | $463,173 | 1.7K | Q1 2026OLDER |
| Legacy Advisors, LLC$848M AUM | 0.07% | $588,233 | 2.2K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.07% | $3M | 10.8K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.07% | $238,561 | 876 | Q1 2026OLDER |
| Park Edge Advisors, LLC$434M AUM | 0.07% | $297,112 | 1.1K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.07% | $1M | 5.5K | Q1 2026OLDER |
| Circle Wealth Management, LLC$7.0B AUM | 0.07% | $5M | 17.6K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.07% | $232,488 | 854 | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.07% | $1M | 5.0K | Q1 2026OLDER |
| Lansing Street Advisors$397M AUM | 0.07% | $268,282 | 985 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.07% | $2M | 8.8K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.07% | $9M | 33.0K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.07% | $1M | 5.0K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.07% | $1M | 5.2K | Q1 2026OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.07% | $790,302 | 2.9K | Q1 2026OLDER |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 0.07% | $108,387 | 398 | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.07% | $24M | 87.5K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.07% | $3M | 9.6K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.07% | $4M | 14.4K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.07% | $1M | 5.4K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.07% | $86,601 | 318 | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.07% | $702,164 | 2.3K | Q2 2026 |
| Perennial Advisors, LLC$587M AUM | 0.06% | $380,718 | 1.4K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.06% | $445,943 | 1.6K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.06% | $447,858 | 1.6K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.06% | $581,409 | 1.9K | Q2 2026 |
| Davis Capital Management$169M AUM | 0.06% | $107,345 | 359 | Q2 2026 |
| Round Rock Advisors LLC$654M AUM | 0.06% | $412,852 | 1.5K | Q1 2026OLDER |
| American Money Management, LLC$632M AUM | 0.06% | $398,458 | 1.5K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 0.06% | $279,502 | 971 | Q4 2025OLDER |
| Certified Advisory Corp$1.2B AUM | 0.06% | $773,457 | 2.6K | Q2 2026 |
| AIRE ADVISORS, LLC$547M AUM | 0.06% | $340,790 | 1.3K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.06% | $1M | 4.0K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.06% | $206,698 | 759 | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.06% | $1M | 4.4K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.06% | $113,946 | 418 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.06% | $16M | 59.1K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.06% | $318,669 | 1.2K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.06% | $253,812 | 932 | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 0.06% | $214,390 | 717 | Q2 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.06% | $1M | 3.9K | Q4 2025OLDER |
| Chemistry Wealth Management LLC$625M AUM | 0.06% | $377,058 | 1.3K | Q2 2026 |
| Sterling Investment Counsel, LLC$357M AUM | 0.06% | $215,141 | 790 | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.06% | $398,419 | 1.5K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.06% | $124,455 | 457 | Q1 2026OLDER |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.06% | $535,401 | 1.9K | Q4 2025OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.06% | $456,060 | 1.7K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.06% | $5M | 19.8K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 0.06% | $153,594 | 564 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.06% | $216M | 793.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.