VANGUARD SCOTTSDALE FDS
CUSIP 92206C409
Vanguard Scottsdale Fds has 1,459 institutional holders in Filings Flow’s 13F database, together reporting 340.31M shares worth $26.5B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Prudential PLC.
Institutional Holders
1,459
Q1 2026
Reported Value
$26.5B
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 |
|---|---|---|---|---|
| BCK Partners, Inc.$185M AUM | 24.41% | $45M | 570.3K | Q1 2026OLDER |
| Quantum Financial Planning Services, Inc.$278M AUM | 24.35% | $68M | 855.1K | Q1 2026OLDER |
| JBGlobal.com LLC$114M AUM | 21.08% | $24M | 305.0K | Q2 2026 |
| William Mack & Associates, Inc.$175M AUM | 18.00% | $31M | 397.4K | Q1 2026OLDER |
| E&R Wealth Management, LLC$100M AUM | 16.45% | $17M | 208.4K | Q1 2026OLDER |
| FIDELIS iM, LLC$264M AUM | 14.36% | $38M | 478.7K | Q1 2026OLDER |
| McCarthy Asset Management, Inc.$192M AUM | 13.96% | $27M | 335.5K | Q4 2025OLDER |
| Eaton-Cambridge Inc.$320M AUM | 13.59% | $43M | 547.9K | Q1 2026OLDER |
| Liquid Strategies, LLC$465M AUM | 12.42% | $58M | 729.4K | Q1 2026OLDER |
| Twin Cities Retirement Group LLC$117M AUM | 12.42% | $15M | 183.6K | Q2 2026 |
| Adaptive Financial Consulting, LLC$261M AUM | 12.11% | $32M | 398.8K | Q1 2026OLDER |
| Beacon Financial Strategies CORP$201M AUM | 11.88% | $24M | 302.4K | Q2 2026 |
| Longview Financial Advisors LLC$184M AUM | 11.57% | $21M | 268.6K | Q1 2026OLDER |
| Marks Wealth, LLC$380M AUM | 11.42% | $43M | 547.4K | Q1 2026OLDER |
| Fischer Financial Services, Inc.$297M AUM | 11.07% | $33M | 415.2K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 10.69% | $1.0B | 12.62M | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 10.50% | $34M | 424.1K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 10.44% | $20M | 247.6K | Q4 2025OLDER |
| Finhabits Advisors LLC$108M AUM | 10.18% | $11M | 139.2K | Q1 2026OLDER |
| RW Investment Management LLC$1.0B AUM | 9.78% | $101M | 1.27M | Q1 2026OLDER |
| AMI INVESTMENT MANAGEMENT INC$445M AUM | 9.71% | $43M | 544.7K | Q1 2026OLDER |
| NEPC LLC$5.0B AUM | 9.57% | $481M | 6.07M | Q1 2026OLDER |
| Tandem Wealth Advisors LLC$224M AUM | 9.40% | $21M | 266.1K | Q1 2026OLDER |
| Forbes Financial Planning, Inc.$173M AUM | 9.38% | $16M | 204.9K | Q1 2026OLDER |
| Lighthouse Financial LLC$166M AUM | 9.31% | $15M | 194.9K | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 9.02% | $10M | 125.4K | Q1 2026OLDER |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM | 8.89% | $41M | 519.9K | Q1 2026OLDER |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 8.85% | $37M | 462.5K | Q2 2026 |
| Mustard Seed Financial, LLC$167M AUM | 8.66% | $14M | 182.4K | Q1 2026OLDER |
| Hiley Hunt Wealth Management$253M AUM | 8.56% | $22M | 274.1K | Q2 2026 |
| DMKC Advisory Services, LLC$530M AUM | 8.51% | $45M | 570.0K | Q2 2026 |
| PECAUT & CO.$308M AUM | 7.97% | $25M | 309.8K | Q1 2026OLDER |
| Employees' Retirement Fund of the City of Fort Worth$230M AUM | 7.78% | $18M | 226.3K | Q1 2026OLDER |
| CAPSTONE CAPITAL LLC$155M AUM | 7.70% | $12M | 150.8K | Q1 2026OLDER |
| Platt Investment Counsel, LLC$149M AUM | 7.66% | $11M | 144.7K | Q2 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 7.61% | $78M | 986.0K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 7.57% | $22M | 280.7K | Q4 2025OLDER |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 7.50% | $21M | 272.0K | Q2 2026 |
| International City Management Association Retirement Corp$195M AUM | 7.37% | $14M | 181.6K | Q1 2026OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 7.10% | $24M | 297.2K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 7.01% | $45M | 573.7K | Q1 2026OLDER |
| Wolff Financial Management LLC$453M AUM | 7.01% | $32M | 400.1K | Q1 2026OLDER |
| Robinson Value Management, Ltd.$180M AUM | 6.97% | $13M | 158.0K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 6.81% | $33M | 415.2K | Q1 2026OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 6.70% | $75M | 940.5K | Q1 2026OLDER |
| TL Private Wealth$273M AUM | 6.60% | $18M | 228.7K | Q2 2026 |
| BARINGS LLC$6.2B AUM | 6.54% | $405M | 5.11M | Q1 2026OLDER |
| ShankerValleau Wealth Advisors, Inc.$380M AUM | 6.34% | $24M | 304.5K | Q2 2026 |
| VSM Wealth Advisory, LLC$335M AUM | 6.33% | $21M | 267.3K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 6.30% | $18M | 225.3K | Q1 2026OLDER |
| Hilton Capital Management, LLC$1.3B AUM | 6.25% | $83M | 1.04M | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 6.04% | $1.0B | 13.01M | Q1 2026OLDER |
| Hassell Wealth Management, LLC$298M AUM | 6.01% | $18M | 226.1K | Q1 2026OLDER |
| Goodman Financial Corp$582M AUM | 5.99% | $35M | 439.9K | Q1 2026OLDER |
| Sunburst Financial Group, LLC$617M AUM | 5.92% | $37M | 462.5K | Q2 2026 |
| Cordant, Inc.$246M AUM | 5.88% | $14M | 182.6K | Q1 2026OLDER |
| Investments & Financial Planning, LLC$184M AUM | 5.87% | $11M | 135.9K | Q1 2026OLDER |
| SpringVest Wealth Management LLC$146M AUM | 5.85% | $9M | 108.1K | Q1 2026OLDER |
| Johnson Bixby & Associates, LLC$806M AUM | 5.83% | $47M | 593.5K | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 5.73% | $12M | 145.9K | Q1 2026OLDER |
| Virtus Family Office LLC$117M AUM | 5.70% | $7M | 84.2K | Q1 2026OLDER |
| American Money Management, LLC$632M AUM | 5.64% | $36M | 449.6K | Q1 2026OLDER |
| Towneley Capital Management, Inc / DE$478M AUM | 5.63% | $27M | 339.7K | Q1 2026OLDER |
| Capital Investment Services of America, Inc.$958M AUM | 5.61% | $54M | 678.3K | Q1 2026OLDER |
| Strategent Financial, LLC$147M AUM | 5.61% | $8M | 104.1K | Q1 2026OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 5.59% | $80M | 1.01M | Q1 2026OLDER |
| Horizon Investment Services, LLC$288M AUM | 5.49% | $16M | 199.3K | Q1 2026OLDER |
| Whelan Financial$322M AUM | 5.49% | $18M | 222.9K | Q1 2026OLDER |
| Strategic Financial Services, Inc.$2.1B AUM | 5.47% | $115M | 1.45M | Q1 2026OLDER |
| Traub Capital Management LLC$101M AUM | 5.45% | $5M | 69.3K | Q1 2026OLDER |
| Coyle Financial Counsel LLC$473M AUM | 5.30% | $25M | 316.1K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 5.29% | $100M | 1.26M | Q1 2026OLDER |
| Asset Advisory Group, Inc.$229M AUM | 5.19% | $12M | 150.3K | Q2 2026 |
| My Personal CFO, LLC$228M AUM | 5.14% | $13M | 165.9K | Q3 2025OLDER |
| Stone Summit Wealth LLC$359M AUM | 5.11% | $18M | 231.4K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 5.10% | $23M | 286.4K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 4.88% | $13M | 167.3K | Q3 2025OLDER |
| Urban Financial Advisory Corp$283M AUM | 4.80% | $14M | 171.4K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 4.74% | $22M | 276.0K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 4.66% | $22M | 282.6K | Q1 2026OLDER |
| Davidson Capital Management Inc.$552M AUM | 4.65% | $26M | 323.7K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 4.59% | $68M | 861.4K | Q1 2026OLDER |
| Tide Cove Capital Partners LLC$147M AUM | 4.57% | $7M | 84.6K | Q1 2026OLDER |
| American Financial Advisors, LLC$750M AUM | 4.56% | $34M | 431.2K | Q1 2026OLDER |
| BlueSky Wealth Advisors, LLC$777M AUM | 4.51% | $35M | 442.1K | Q1 2026OLDER |
| CVS HEALTH Corp$212M AUM | 4.48% | $10M | 120.0K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 4.48% | $23M | 287.0K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 4.48% | $13M | 159.7K | Q1 2026OLDER |
| Integrity Investment Advisors, LLC$184M AUM | 4.42% | $8M | 102.9K | Q1 2026OLDER |
| Paulson Wealth Management Inc.$427M AUM | 4.36% | $19M | 234.6K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 4.27% | $34M | 432.0K | Q1 2026OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 4.26% | $103M | 1.30M | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 4.26% | $7M | 85.9K | Q1 2026OLDER |
| Fort Vancouver Investment Management, LLC$197M AUM | 4.24% | $8M | 105.3K | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 4.22% | $30M | 383.7K | Q1 2026OLDER |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 4.21% | $24M | 306.9K | Q1 2026OLDER |
| Silphium Asset Management Ltd$264M AUM | 4.14% | $14M | 175.0K | Q3 2025OLDER |
| Compass Advisory Group LLC$374M AUM | 4.11% | $15M | 193.6K | Q1 2026OLDER |
| VAN STRUM & TOWNE INC.$343M AUM | 4.00% | $14M | 172.6K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 3.93% | $11M | 141.1K | Q1 2026OLDER |
| Seaside Wealth Management, Inc.$356M AUM | 3.87% | $14M | 173.4K | Q1 2026OLDER |
| Powers Advisory Group, LLC$284M AUM | 3.85% | $11M | 137.7K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 3.77% | $5M | 61.4K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 3.77% | $4M | 54.2K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 3.75% | $217M | 2.74M | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 3.73% | $15M | 184.2K | Q1 2026OLDER |
| Disciplined Investments, LLC$279M AUM | 3.63% | $10M | 127.7K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$386M AUM | 3.62% | $14M | 176.2K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 3.61% | $23M | 288.8K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 3.55% | $59M | 739.1K | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 3.54% | $20M | 257.2K | Q1 2026OLDER |
| Mason & Associates Inc$516M AUM | 3.52% | $18M | 229.9K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 3.49% | $11M | 143.2K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 3.48% | $23M | 291.1K | Q2 2026 |
| Sage Financial Management Group, Inc.$325M AUM | 3.37% | $11M | 138.4K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 3.35% | $10M | 127.1K | Q1 2026OLDER |
| Climber Capital SA$153M AUM | 3.35% | $5M | 64.6K | Q1 2026OLDER |
| Gladwyn Financial Advisors, Inc.$160M AUM | 3.24% | $5M | 65.5K | Q2 2026 |
| Essex LLC$566M AUM | 3.23% | $18M | 231.2K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 3.22% | $9M | 115.3K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 3.20% | $61M | 769.7K | Q1 2026OLDER |
| IMZ Advisory Inc$316M AUM | 3.19% | $10M | 127.4K | Q2 2026 |
| Grey Fox Wealth Advisors, LLC$518M AUM | 3.16% | $16M | 206.5K | Q1 2026OLDER |
| Northwest Bancshares, Inc.$502M AUM | 3.13% | $16M | 198.7K | Q1 2026OLDER |
| Trellis Wealth Advisors LLC$263M AUM | 3.10% | $8M | 102.7K | Q1 2026OLDER |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 3.05% | $6M | 81.6K | Q1 2026OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 3.02% | $4M | 50.8K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 3.02% | $9M | 111.6K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 3.02% | $33M | 421.8K | Q1 2026OLDER |
| Stordahl Capital Management, Inc.$486M AUM | 2.99% | $14M | 182.8K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 2.97% | $19M | 232.7K | Q3 2025OLDER |
| Cascade Wealth Advisors, Inc$228M AUM | 2.96% | $7M | 85.2K | Q1 2026OLDER |
| Kure Advisory, LLC$184M AUM | 2.92% | $5M | 67.6K | Q1 2026OLDER |
| Whitegate Investment Counselors, Inc.$315M AUM | 2.91% | $9M | 115.5K | Q1 2026OLDER |
| Bath Savings Trust Co$965M AUM | 2.79% | $27M | 340.6K | Q2 2026 |
| WestEnd Advisors, LLC$4.1B AUM | 2.79% | $115M | 1.46M | Q1 2026OLDER |
| Trans-Canada Capital Inc.$1.4B AUM | 2.77% | $48M | 603.0K | Q4 2025OLDER |
| CHRISTINE MESSMER PC$156M AUM | 2.76% | $4M | 54.4K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 2.75% | $20M | 246.6K | Q1 2026OLDER |
| Marion Wealth Management$451M AUM | 2.73% | $12M | 155.2K | Q1 2026OLDER |
| VERUS WEALTH MANAGEMENT, LLC$108M AUM | 2.71% | $3M | 36.8K | Q1 2026OLDER |
| Shotwell Rutter Baer Inc$170M AUM | 2.71% | $5M | 58.2K | Q1 2026OLDER |
| Good Steward Wealth Advisors,LLC$156M AUM | 2.70% | $4M | 52.9K | Q1 2026OLDER |
| Luminvest Wealth Management LLC$382M AUM | 2.69% | $10M | 129.8K | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 2.68% | $12M | 157.0K | Q1 2026OLDER |
| CHESAPEAKE CAPITAL CORP /IL/$139M AUM | 2.67% | $4M | 46.7K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 2.67% | $7M | 90.4K | Q1 2026OLDER |
| Rodgers & Associates, LTD$982M AUM | 2.65% | $26M | 327.8K | Q1 2026OLDER |
| Twele Capital Management, Inc.$561M AUM | 2.64% | $15M | 186.9K | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 2.64% | $11M | 145.0K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 2.61% | $20M | 249.0K | Q1 2026OLDER |
| Norris Financial Group, LLC$108M AUM | 2.60% | $3M | 34.8K | Q2 2026 |
| Efficient Advisors, LLC$1.4B AUM | 2.59% | $36M | 459.8K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 2.57% | $40M | 507.6K | Q1 2026OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 2.56% | $12M | 146.6K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 2.51% | $5M | 63.1K | Q3 2025OLDER |
| Brucke Financial, Inc.$197M AUM | 2.49% | $5M | 61.9K | Q1 2026OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 2.47% | $44M | 555.1K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 2.47% | $67M | 843.1K | Q2 2026 |
| Asset Management Group, Inc.$619M AUM | 2.46% | $15M | 191.8K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 2.45% | $14M | 180.9K | Q2 2026 |
| HTG Investment Advisors, Inc.$352M AUM | 2.41% | $8M | 106.7K | Q1 2026OLDER |
| Guardian Wealth Management, Inc.$183M AUM | 2.40% | $4M | 55.4K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 2.38% | $12M | 147.1K | Q1 2026OLDER |
| Hegarty Advisors, LLC$127M AUM | 2.38% | $3M | 38.1K | Q1 2026OLDER |
| Hurlow Wealth Management Group, Inc.$420M AUM | 2.38% | $10M | 126.0K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 2.37% | $10M | 123.6K | Q1 2026OLDER |
| North Forty Two & Co.$108M AUM | 2.32% | $3M | 31.7K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 2.32% | $11M | 138.5K | Q1 2026OLDER |
| CWC Advisors, LLC.$210M AUM | 2.30% | $5M | 61.1K | Q1 2026OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 2.30% | $5M | 57.4K | Q1 2026OLDER |
| Busey Bank$3.7B AUM | 2.30% | $85M | 1.07M | Q1 2026OLDER |
| ETF Store, Inc.$103M AUM | 2.30% | $2M | 29.7K | Q1 2026OLDER |
| Farrell Financial LLC$167M AUM | 2.29% | $4M | 48.4K | Q1 2026OLDER |
| ETF Portfolio Partners, Inc.$381M AUM | 2.28% | $9M | 109.5K | Q1 2026OLDER |
| 4WEALTH ADVISORS, INC.$117M AUM | 2.27% | $3M | 33.7K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 2.25% | $4M | 48.1K | Q3 2025OLDER |
| Balance Wealth, LLC$322M AUM | 2.25% | $7M | 91.2K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 2.24% | $3M | 41.0K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 2.24% | $225M | 2.83M | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 2.23% | $24M | 301.8K | Q2 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY$328M AUM | 2.21% | $7M | 91.4K | Q1 2026OLDER |
| Pacific Park Financial, Inc.$153M AUM | 2.20% | $3M | 42.5K | Q1 2026OLDER |
| Clear Retirement Advice LLC$127M AUM | 2.20% | $3M | 35.3K | Q1 2026OLDER |
| Asio Capital, LLC$712M AUM | 2.19% | $16M | 196.6K | Q1 2026OLDER |
| Axos Invest Inc.$132M AUM | 2.18% | $3M | 36.3K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 2.17% | $25M | 312.9K | Q1 2026OLDER |
| Eukles Asset Management$224M AUM | 2.17% | $5M | 61.3K | Q1 2026OLDER |
| Massachusetts Wealth Management$231M AUM | 2.17% | $5M | 63.1K | Q1 2026OLDER |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC$154M AUM | 2.16% | $3M | 41.9K | Q1 2026OLDER |
| UG Investment Advisers Ltd.$148M AUM | 2.15% | $14M | 171.6K | Q3 2025OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 2.12% | $4M | 52.9K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 2.12% | $9M | 108.7K | Q1 2026OLDER |
| Avant Financial Advisors LLC$161M AUM | 2.11% | $3M | 42.8K | Q2 2026 |
| Financial & Tax Architects, LLC$448M AUM | 2.10% | $10M | 119.2K | Q3 2025OLDER |
| Leading Edge Financial Planning LLC$475M AUM | 2.06% | $10M | 123.7K | Q1 2026OLDER |
| Cedar Point Capital Partners, LLC$154M AUM | 2.06% | $3M | 39.9K | Q1 2026OLDER |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 2.04% | $7M | 85.1K | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 2.02% | $5M | 64.8K | Q1 2026OLDER |
| PALLADIEM, LLC$105M AUM | 2.00% | $2M | 26.5K | Q1 2026OLDER |
| Equita Financial Network, Inc.$318M AUM | 2.00% | $6M | 80.2K | Q1 2026OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 1.99% | $5M | 59.4K | Q1 2026OLDER |
| ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM | 1.99% | $5M | 57.2K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 1.97% | $8M | 104.2K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 1.95% | $30M | 381.8K | Q1 2026OLDER |
| Kastel Capital Advisors, LLC$158M AUM | 1.94% | $3M | 38.7K | Q2 2026 |
| Howard Capital Management Group, LLC$1.5B AUM | 1.92% | $29M | 365.2K | Q1 2026OLDER |
| TRB Wealth Management, LLC$704M AUM | 1.91% | $13M | 169.9K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 1.91% | $2M | 26.3K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 1.91% | $29M | 368.9K | Q1 2026OLDER |
| Cliffwater LLC$377M AUM | 1.88% | $7M | 89.5K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 1.88% | $26M | 325.2K | Q1 2026OLDER |
| Forum Private Client Group LLC$300M AUM | 1.88% | $6M | 71.0K | Q1 2026OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 1.87% | $3M | 40.3K | Q1 2026OLDER |
| Addison Capital Co$562M AUM | 1.85% | $10M | 131.1K | Q1 2026OLDER |
| Five Pine Wealth Management$161M AUM | 1.84% | $3M | 37.3K | Q1 2026OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 1.81% | $2M | 25.6K | Q1 2026OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 1.81% | $3M | 44.1K | Q1 2026OLDER |
| Wealth Management Nebraska$987M AUM | 1.78% | $18M | 222.0K | Q1 2026OLDER |
| Capasso Planning Partners LLC$185M AUM | 1.78% | $3M | 41.5K | Q1 2026OLDER |
| V2 Financial group LLC$215M AUM | 1.77% | $4M | 48.0K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 1.76% | $3M | 34.8K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 1.72% | $23M | 290.5K | Q1 2026OLDER |
| Oakwell Private Wealth Management, LLC$560M AUM | 1.71% | $10M | 120.6K | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 1.71% | $3M | 39.3K | Q1 2026OLDER |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 1.70% | $2M | 26.7K | Q1 2026OLDER |
| Unison Advisors LLC$1.3B AUM | 1.70% | $22M | 282.2K | Q1 2026OLDER |
| Sagace Wealth Management LLC$149M AUM | 1.68% | $3M | 31.7K | Q1 2026OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 1.68% | $83M | 1.05M | Q1 2026OLDER |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 1.68% | $9M | 117.2K | Q1 2026OLDER |
| Prosperity Advisers, LLC$120M AUM | 1.67% | $2M | 25.3K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 1.66% | $23M | 291.0K | Q2 2026 |
| Curtis Advisory Group, LLC$464M AUM | 1.65% | $8M | 96.4K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 1.63% | $291M | 3.68M | Q1 2026OLDER |
| FCA CORP /TX$354M AUM | 1.62% | $6M | 72.4K | Q1 2026OLDER |
| Intelligent Financial Strategies$192M AUM | 1.61% | $3M | 39.0K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 1.59% | $2M | 31.1K | Q1 2026OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 1.58% | $14M | 178.4K | Q4 2025OLDER |
| UNITED SERVICES AUTOMOBILE ASSOCIATION$851M AUM | 1.57% | $13M | 168.4K | Q1 2026OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 1.55% | $21M | 260.8K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 1.54% | $7M | 93.7K | Q2 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 1.53% | $25M | 316.5K | Q1 2026OLDER |
| Saranac Partners Ltd$234M AUM | 1.49% | $3M | 43.8K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 1.49% | $3M | 34.3K | Q1 2026OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 1.46% | $6M | 69.9K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 1.46% | $3M | 34.2K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 1.46% | $23M | 286.9K | Q1 2026OLDER |
| Sheets Smith Investment Management$154M AUM | 1.45% | $2M | 28.0K | Q3 2025OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 1.44% | $2M | 29.1K | Q1 2026OLDER |
| McDonough Capital Management, Inc$183M AUM | 1.42% | $3M | 32.8K | Q1 2026OLDER |
| SSA SWISS ADVISORS AG$215M AUM | 1.42% | $3M | 38.1K | Q4 2025OLDER |
| Arcataur Capital Management LLC$359M AUM | 1.41% | $5M | 64.0K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 1.41% | $1M | 16.5K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 1.40% | $23M | 290.3K | Q1 2026OLDER |
| Martin Capital Advisors, LLP$158M AUM | 1.39% | $2M | 27.9K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 1.39% | $14M | 177.5K | Q2 2026 |
| NavPoint Financial, Inc.$247M AUM | 1.39% | $3M | 43.3K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 1.37% | $2M | 29.6K | Q1 2026OLDER |
| Crescent Sterling, Ltd.$112M AUM | 1.37% | $2M | 19.4K | Q2 2026 |
| Clear Point Advisors Inc.$129M AUM | 1.36% | $2M | 22.0K | Q4 2025OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 1.34% | $4M | 46.0K | Q1 2026OLDER |
| Exchange Bank$161M AUM | 1.33% | $2M | 27.1K | Q2 2026 |
| PROSPERITY BANCSHARES INC$125M AUM | 1.33% | $2M | 20.9K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 1.31% | $4M | 55.6K | Q1 2026OLDER |
| Forza Wealth Management, LLC$287M AUM | 1.27% | $4M | 46.2K | Q1 2026OLDER |
| Windward Private Wealth Management Inc.$289M AUM | 1.25% | $4M | 45.7K | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 1.24% | $19M | 243.7K | Q1 2026OLDER |
| Gordian Advisors LLC$150M AUM | 1.24% | $2M | 23.4K | Q1 2026OLDER |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$350M AUM | 1.22% | $4M | 54.0K | Q1 2026OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 1.21% | $173M | 2.20M | Q1 2026OLDER |
| MARINER INVESTMENT GROUP LLC$346M AUM | 1.20% | $4M | 52.3K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 1.20% | $2M | 19.1K | Q3 2025OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 1.19% | $3M | 42.5K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 1.18% | $7M | 90.7K | Q1 2026OLDER |
| Clarity Wealth Development LLC$123M AUM | 1.17% | $1M | 18.2K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 1.16% | $3M | 42.3K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 1.14% | $55M | 695.0K | Q1 2026OLDER |
| AUA CAPITAL MANAGEMENT, LLC$196M AUM | 1.14% | $2M | 28.2K | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 1.14% | $6M | 79.8K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 1.14% | $10M | 130.0K | Q2 2026 |
| Clearview Wealth Management LLC$141M AUM | 1.13% | $2M | 20.1K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 1.12% | $33M | 410.0K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 1.12% | $19M | 235.4K | Q1 2026OLDER |
| Valley Financial Group, Inc.$185M AUM | 1.12% | $2M | 26.1K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 1.11% | $2M | 30.6K | Q1 2026OLDER |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 1.10% | $4M | 53.7K | Q2 2026 |
| CONTINENTAL INVESTORS SERVICES, INC.$106M AUM | 1.10% | $1M | 14.7K | Q1 2026OLDER |
| Rezny Wealth Management, Inc.$464M AUM | 1.10% | $5M | 64.5K | Q1 2026OLDER |
| Agate Pass Investment Management, LLC$271M AUM | 1.09% | $3M | 37.6K | Q2 2026 |
| RiverFront Investment Group, LLC$6.5B AUM | 1.08% | $70M | 882.2K | Q1 2026OLDER |
| Perennial Advisors, LLC$587M AUM | 1.08% | $6M | 80.1K | Q1 2026OLDER |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$584M AUM | 1.07% | $6M | 79.1K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 1.07% | $2M | 29.0K | Q1 2026OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 1.07% | $22M | 272.3K | Q1 2026OLDER |
| Riverview Capital Advisers, LLC$300M AUM | 1.05% | $3M | 39.8K | Q1 2026OLDER |
| Bauman Advisory Group, LLC$143M AUM | 1.04% | $1M | 18.8K | Q1 2026OLDER |
| Long Island Wealth Management, Inc.$216M AUM | 1.04% | $2M | 28.2K | Q1 2026OLDER |
| Stonekeep Investments, LLC$154M AUM | 1.04% | $2M | 20.1K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 1.04% | $19M | 241.1K | Q1 2026OLDER |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 1.03% | $2M | 27.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 1.02% | $108M | 1.37M | Q1 2026OLDER |
| WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM | 1.02% | $1M | 17.9K | Q3 2025OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 1.02% | $33M | 412.0K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 1.01% | $17M | 210.5K | Q1 2026OLDER |
| TriaGen Wealth Management LLC$366M AUM | 1.00% | $4M | 46.3K | Q1 2026OLDER |
| Investment Management Trust, LLC$103M AUM | 1.00% | $1M | 12.9K | Q1 2026OLDER |
| Pacific Capital Wealth Advisors, Inc.$663M AUM | 0.99% | $7M | 83.3K | Q2 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC$272M AUM | 0.98% | $3M | 33.7K | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 0.96% | $1M | 18.2K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 0.96% | $2M | 24.1K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.95% | $9M | 110.5K | Q1 2026OLDER |
| ATX Financial Planning, LLC$132M AUM | 0.95% | $1M | 15.4K | Q4 2025OLDER |
| GREENBERG FINANCIAL GROUP$242M AUM | 0.94% | $2M | 28.9K | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 0.93% | $4M | 45.8K | Q1 2026OLDER |
| Nabity-Jensen Investment Management Inc$144M AUM | 0.93% | $1M | 16.9K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.93% | $1M | 17.9K | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 0.93% | $3M | 39.2K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 0.92% | $1M | 14.6K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.91% | $11M | 137.3K | Q1 2026OLDER |
| KEYVANTAGE WEALTH, LLC$227M AUM | 0.90% | $2M | 25.9K | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.90% | $13M | 166.3K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.89% | $1M | 14.2K | Q1 2026OLDER |
| Compass Financial Group, Inc.$222M AUM | 0.89% | $2M | 24.8K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 0.88% | $1M | 13.9K | Q4 2025OLDER |
| Boreal Capital Management LLC$123M AUM | 0.88% | $1M | 13.7K | Q1 2026OLDER |
| Level Wealth Management LLC$213M AUM | 0.88% | $2M | 23.7K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.88% | $42M | 582.7K | Q2 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.86% | $6M | 78.9K | Q4 2025OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.85% | $12M | 152.5K | Q2 2026 |
| First County Bank /CT/$213M AUM | 0.85% | $2M | 22.8K | Q2 2026 |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 0.85% | $1M | 16.3K | Q4 2025OLDER |
| XY Planning Network, Inc.$626M AUM | 0.84% | $5M | 66.5K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.83% | $21M | 264.6K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.83% | $18M | 225.2K | Q1 2026OLDER |
| Harbour Trust & Investment Management Co$943M AUM | 0.83% | $8M | 99.1K | Q1 2026OLDER |
| Friedenthal Financial$199M AUM | 0.83% | $2M | 20.8K | Q1 2026OLDER |
| RoundAngle Advisors LLC$134M AUM | 0.82% | $1M | 13.8K | Q1 2026OLDER |
| Grand Central Investment Group$135M AUM | 0.82% | $1M | 14.0K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.82% | $8M | 98.2K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.82% | $68M | 860.3K | Q1 2026OLDER |
| Telos Capital Management, Inc.$1.0B AUM | 0.81% | $9M | 107.3K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.81% | $12M | 152.1K | Q1 2026OLDER |
| Bellecapital International Ltd.$554M AUM | 0.80% | $4M | 55.9K | Q1 2026OLDER |
| Financial Plan, Inc.$933M AUM | 0.80% | $7M | 94.0K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 0.80% | $2M | 31.2K | Q4 2025OLDER |
| Plum Street Advisors, LLC$289M AUM | 0.78% | $2M | 28.5K | Q1 2026OLDER |
| Oak Harvest Investment Services$958M AUM | 0.78% | $7M | 94.5K | Q1 2026OLDER |
| MBE Wealth Management, LLC$241M AUM | 0.78% | $2M | 23.6K | Q1 2026OLDER |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 0.78% | $2M | 22.8K | Q1 2026OLDER |
| BluePrint Investing LLC$126M AUM | 0.77% | $968,393 | 12.2K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 0.77% | $9M | 108.1K | Q1 2026OLDER |
| CONSILIO WEALTH ADVISORS, LLC$342M AUM | 0.76% | $3M | 33.0K | Q1 2026OLDER |
| Navigate Wealth Management, LLC$142M AUM | 0.76% | $1M | 13.7K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 0.76% | $2M | 29.1K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 0.76% | $3M | 34.9K | Q1 2026OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.76% | $14M | 176.6K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.76% | $4M | 51.2K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.74% | $4M | 54.0K | Q1 2026OLDER |
| Northeast Financial Group, Inc.$404M AUM | 0.73% | $3M | 37.3K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.73% | $3M | 36.1K | Q1 2026OLDER |
| Wells Trecaso Financial Group, LLC$210M AUM | 0.73% | $2M | 19.1K | Q3 2025OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.73% | $821,871 | 10.4K | Q1 2026OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.73% | $17M | 216.1K | Q1 2026OLDER |
| VERITY Wealth Advisors$150M AUM | 0.72% | $1M | 13.6K | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 0.72% | $12M | 145.1K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.71% | $56M | 704.4K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 0.71% | $1M | 15.6K | Q1 2026OLDER |
| LifePlan Financial, LLC$135M AUM | 0.71% | $955,996 | 12.1K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.70% | $3M | 33.8K | Q1 2026OLDER |
| Factorial Partners, LLC$138M AUM | 0.69% | $951,240 | 12.0K | Q1 2026OLDER |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.69% | $5M | 62.1K | Q1 2026OLDER |
| Ridgeline Wealth Planning, LLC$137M AUM | 0.68% | $929,560 | 11.7K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.68% | $1M | 16.1K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.68% | $2M | 25.7K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.67% | $8M | 96.9K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.67% | $6M | 75.5K | Q1 2026OLDER |
| EFG Private Wealth Management (Americas) Corp.$579M AUM | 0.67% | $4M | 48.5K | Q3 2025OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.67% | $10M | 130.3K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.67% | $20M | 246.7K | Q1 2026OLDER |
| Scott Capital Advisors, LLC$493M AUM | 0.66% | $3M | 41.3K | Q1 2026OLDER |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.66% | $12M | 157.6K | Q1 2026OLDER |
| HORAN Wealth, LLC$1.1B AUM | 0.66% | $7M | 87.3K | Q1 2026OLDER |
| Warwick Investment Management, Inc.$690M AUM | 0.64% | $4M | 55.6K | Q1 2026OLDER |
| Chandler Asset Management, Inc.$659M AUM | 0.63% | $4M | 52.7K | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 0.63% | $797,434 | 10.1K | Q1 2026OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.62% | $2M | 28.6K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.62% | $110M | 1.38M | Q1 2026OLDER |
| Loudon Investment Management, LLC$186M AUM | 0.62% | $1M | 14.5K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.62% | $636,464 | 8.0K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.61% | $62M | 777.7K | Q1 2026OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.60% | $3M | 35.4K | Q1 2026OLDER |
| WJ Financial Advisors LLC$124M AUM | 0.60% | $738,400 | 9.3K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.60% | $22M | 272.2K | Q1 2026OLDER |
| Storen Legacy Partners, LLC$319M AUM | 0.59% | $2M | 23.9K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 0.59% | $5M | 68.4K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.59% | $9M | 113.6K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.59% | $35M | 443.1K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.58% | $728,333 | 9.2K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.58% | $2M | 22.7K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 0.58% | $1M | 18.7K | Q1 2026OLDER |
| DDD Partners, LLC$1.5B AUM | 0.58% | $8M | 105.6K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.58% | $46M | 579.9K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.57% | $19M | 235.6K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.56% | $12M | 153.0K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 0.56% | $3M | 34.6K | Q1 2026OLDER |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 0.56% | $1M | 16.8K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.56% | $20M | 248.4K | Q2 2026 |
| Lauer Wealth, LLC$126M AUM | 0.56% | $696,797 | 8.8K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 0.55% | $2M | 19.0K | Q1 2026OLDER |
| Hudson Oak Wealth Advisory LLC$115M AUM | 0.55% | $635,825 | 8.0K | Q1 2026OLDER |
| Winter & Associates, Inc.$133M AUM | 0.55% | $727,788 | 9.2K | Q2 2026 |
| AXS Investments LLC$290M AUM | 0.54% | $2M | 19.7K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.53% | $14M | 182.3K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.53% | $2M | 26.8K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.53% | $10M | 132.3K | Q1 2026OLDER |
| Gridiron Partners, LLC$164M AUM | 0.53% | $865,623 | 11.0K | Q1 2026OLDER |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 0.53% | $3M | 37.7K | Q1 2026OLDER |
| Powell Investment Advisors, LLC$290M AUM | 0.52% | $2M | 19.1K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.51% | $2M | 25.4K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.51% | $1M | 14.2K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 0.51% | $3M | 39.4K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.51% | $2M | 26.7K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.51% | $6M | 74.9K | Q1 2026OLDER |
| MIDDLETON & CO INC/MA$877M AUM | 0.50% | $4M | 55.8K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 0.50% | $2M | 23.9K | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 0.50% | $1M | 16.7K | Q1 2026OLDER |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 0.50% | $806,188 | 10.2K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.50% | $3M | 43.8K | Q1 2026OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.49% | $5M | 68.1K | Q1 2026OLDER |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.49% | $2M | 19.5K | Q4 2025OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.48% | $8M | 105.0K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.48% | $30M | 376.5K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.48% | $1M | 14.8K | Q1 2026OLDER |
| ARROW FINANCIAL CORP$994M AUM | 0.48% | $5M | 60.4K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.48% | $19M | 235.8K | Q2 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.48% | $3M | 38.0K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.48% | $2M | 21.3K | Q1 2026OLDER |
| Trinity Financial Advisors LLC$389M AUM | 0.48% | $2M | 23.5K | Q2 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.48% | $235M | 2.96M | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 0.47% | $4M | 50.4K | Q1 2026OLDER |
| Allen Investment Management, LLC$8.1B AUM | 0.47% | $38M | 480.9K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.46% | $4M | 44.5K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.46% | $10M | 120.8K | Q1 2026OLDER |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS$1.0B AUM | 0.46% | $5M | 60.6K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.46% | $1M | 17.1K | Q1 2026OLDER |
| BHK Investment Advisors, LLC$299M AUM | 0.46% | $1M | 17.4K | Q1 2026OLDER |
| Legacy Advisory Services, LLC$131M AUM | 0.46% | $613,903 | 7.7K | Q4 2025OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.46% | $554,890 | 7.0K | Q1 2026OLDER |
| REICON WEALTH ADVISORS, LLC$132M AUM | 0.46% | $602,056 | 7.6K | Q1 2026OLDER |
| ADVISORY RESEARCH INC$813M AUM | 0.45% | $4M | 46.4K | Q1 2026OLDER |
| Sidoxia Capital Management, LLC$116M AUM | 0.45% | $523,708 | 6.6K | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 0.45% | $3M | 44.0K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.45% | $603,800 | 7.6K | Q1 2026OLDER |
| APS Management Group, Inc.$117M AUM | 0.45% | $521,176 | 6.6K | Q1 2026OLDER |
| Hidden Cove Wealth Management, LLC$156M AUM | 0.45% | $687,990 | 8.6K | Q4 2025OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.44% | $509,072 | 6.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.44% | $6.0B | 75.63M | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 0.44% | $1M | 15.0K | Q1 2026OLDER |
| MUIRFIELD WEALTH ADVISORS LLC$136M AUM | 0.43% | $589,949 | 7.4K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.43% | $719,217 | 9.1K | Q1 2026OLDER |
| Kensington Asset Management, LLC$1.8B AUM | 0.43% | $8M | 104.5K | Q4 2025OLDER |
| Altus Wealth Group LLC$244M AUM | 0.43% | $1M | 13.3K | Q1 2026OLDER |
| FAGAN ASSOCIATES, INC.$719M AUM | 0.43% | $3M | 38.7K | Q1 2026OLDER |
| Woodside Wealth Management LLC$128M AUM | 0.43% | $546,091 | 6.9K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.43% | $15M | 192.0K | Q1 2026OLDER |
| Prepared Retirement Institute LLC$202M AUM | 0.42% | $852,470 | 10.8K | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 0.42% | $997,296 | 12.6K | Q1 2026OLDER |
| Cypress Capital, LLC$351M AUM | 0.41% | $1M | 18.4K | Q1 2026OLDER |
| Vista Cima Wealth Management LLC$101M AUM | 0.41% | $419,259 | 5.3K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.41% | $2M | 22.4K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.41% | $2M | 21.7K | Q1 2026OLDER |
| Prospera Capital Management, LLC$199M AUM | 0.41% | $817,688 | 10.3K | Q1 2026OLDER |
| New Insight Wealth Advisors$279M AUM | 0.41% | $1M | 14.4K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.41% | $1M | 16.0K | Q1 2026OLDER |
| JACOBSON & SCHMITT ADVISORS, LLC$551M AUM | 0.41% | $2M | 28.4K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.40% | $5M | 63.3K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.40% | $8M | 96.1K | Q1 2026OLDER |
| TrustWell Financial Advisors, LLC$106M AUM | 0.40% | $424,241 | 5.4K | Q1 2026OLDER |
| SRH ADVISORS, LLC$349M AUM | 0.40% | $1M | 17.5K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 0.40% | $2M | 22.7K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.39% | $28M | 354.4K | Q2 2026 |
| POWER WEALTH MANAGEMENT LLC$269M AUM | 0.39% | $1M | 13.3K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.39% | $871,386 | 11.0K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 0.39% | $1M | 12.7K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.39% | $4M | 47.5K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.38% | $697,361 | 8.8K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.38% | $2M | 23.4K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.38% | $9M | 116.4K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.38% | $4M | 48.3K | Q2 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.37% | $6M | 78.3K | Q3 2025OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.37% | $5M | 61.5K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.36% | $6M | 73.7K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.36% | $5M | 58.0K | Q1 2026OLDER |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 0.36% | $546,490 | 6.9K | Q4 2025OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.36% | $1M | 18.4K | Q1 2026OLDER |
| Independence Asset Advisors, LLC$277M AUM | 0.36% | $856,850 | 10.7K | Q3 2025OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.36% | $67M | 843.3K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 0.36% | $785,169 | 9.9K | Q1 2026OLDER |
| Objectivity Squared, LLC$159M AUM | 0.36% | $574,600 | 7.2K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.36% | $9M | 117.0K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.