VANGUARD SCOTTSDALE FDS
CUSIP 92206C714
Vanguard Scottsdale Fds has 565 institutional holders in Filings Flow’s 13F database, together reporting 151.82M shares worth $14.1B as of Q1 2026. The largest reported holders are Ubs Group AG, Lpl Financial LLC, and Bank Of America Corp /De/.
Institutional Holders
565
Q1 2026
Reported Value
$14.1B
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 |
|---|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc$251M AUM | 22.96% | $58M | 615.8K | Q1 2026OLDER |
| WestHill Financial Advisors, Inc.$523M AUM | 13.44% | $70M | 750.0K | Q1 2026OLDER |
| Adventist Health System/ West$564M AUM | 11.52% | $65M | 692.8K | Q1 2026OLDER |
| Windward Private Wealth Management Inc.$289M AUM | 9.91% | $29M | 305.8K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 9.22% | $273M | 2.96M | Q4 2025OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 8.37% | $86M | 916.0K | Q1 2026OLDER |
| Brandywine Asset Management, Inc.$126M AUM | 7.31% | $9M | 96.9K | Q1 2026OLDER |
| Bernardo Wealth Planning LLC$511M AUM | 6.17% | $31M | 336.0K | Q1 2026OLDER |
| Wealth Dimensions Group, Ltd.$508M AUM | 6.16% | $31M | 333.8K | Q1 2026OLDER |
| SENTINEL WEALTH MANAGEMENT, INC.$125M AUM | 5.94% | $7M | 79.3K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 5.78% | $102M | 1.09M | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 5.39% | $16M | 174.0K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 4.82% | $39M | 387.2K | Q1 2026OLDER |
| VERUS WEALTH MANAGEMENT, LLC$108M AUM | 3.88% | $4M | 44.6K | Q1 2026OLDER |
| Hegarty Advisors, LLC$127M AUM | 3.67% | $5M | 49.6K | Q1 2026OLDER |
| GOLDEN ROAD ADVISORS LLC$174M AUM | 3.40% | $6M | 63.0K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 3.21% | $12M | 131.6K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 3.10% | $51M | 543.9K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 2.94% | $35M | 375.9K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 2.86% | $37M | 398.5K | Q1 2026OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 2.84% | $22M | 235.4K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 2.71% | $11M | 113.2K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 2.44% | $171M | 1.82M | Q1 2026OLDER |
| Centric Wealth Management$501M AUM | 2.43% | $12M | 120.9K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 2.34% | $3M | 31.1K | Q1 2026OLDER |
| Valpey Financial Services, LLC$154M AUM | 2.20% | $3M | 36.1K | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 2.10% | $221M | 2.36M | Q1 2026OLDER |
| Andina Capital Management, LLC$113M AUM | 2.09% | $2M | 25.2K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 2.09% | $542M | 5.78M | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 2.06% | $6M | 59.8K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 2.01% | $2M | 24.1K | Q1 2026OLDER |
| Financial Synergies Wealth Advisors, Inc.$1.0B AUM | 1.95% | $20M | 218.4K | Q1 2026OLDER |
| Boulder Wealth Advisors, LLC$251M AUM | 1.59% | $4M | 42.6K | Q1 2026OLDER |
| Brightwater Advisory LLC$151M AUM | 1.49% | $2M | 24.0K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 1.48% | $26M | 272.2K | Q1 2026OLDER |
| MJP ASSOCIATES INC /ADV$824M AUM | 1.48% | $12M | 130.3K | Q1 2026OLDER |
| Clarion Wealth Managment Partners, LLC$110M AUM | 1.47% | $2M | 17.3K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 1.39% | $3M | 27.8K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 1.37% | $5M | 50.8K | Q1 2026OLDER |
| Westshore Wealth, LLC$285M AUM | 1.35% | $4M | 41.1K | Q1 2026OLDER |
| Lee-Kelleher Wealth Management$168M AUM | 1.33% | $2M | 23.8K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 1.31% | $6M | 64.8K | Q1 2026OLDER |
| Envision Financial LLC$186M AUM | 1.31% | $2M | 26.0K | Q1 2026OLDER |
| CONTINENTAL INVESTORS SERVICES, INC.$106M AUM | 1.27% | $1M | 13.0K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 1.23% | $2M | 20.1K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 1.22% | $6M | 61.5K | Q2 2026 |
| WESPAC Advisors, LLC$183M AUM | 1.20% | $2M | 23.3K | Q1 2026OLDER |
| COFG Advisors, LLC$404M AUM | 1.18% | $5M | 50.7K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 1.13% | $13M | 139.7K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 1.12% | $2M | 19.4K | Q1 2026OLDER |
| Aurelius Family Office LLC$230M AUM | 1.10% | $3M | 26.9K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 1.04% | $12M | 127.6K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 0.98% | $1M | 15.0K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 0.94% | $1M | 11.4K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.90% | $139M | 937.2K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.88% | $12M | 130.3K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.88% | $7M | 76.1K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.87% | $7M | 70.9K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.85% | $4M | 40.4K | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 0.80% | $2M | 20.8K | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.79% | $20M | 215.3K | Q1 2026OLDER |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 0.77% | $48M | 512.0K | Q2 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.76% | $12M | 125.9K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.72% | $5M | 51.1K | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 0.68% | $17M | 180.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.65% | $2.5B | 26.15M | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.63% | $11M | 118.8K | Q3 2025OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.60% | $27M | 283.8K | Q1 2026OLDER |
| Shade Tree Advisors LLC$140M AUM | 0.58% | $761,198 | 8.2K | Q4 2025OLDER |
| Focused Wealth Management, Inc$964M AUM | 0.57% | $5M | 58.6K | Q1 2026OLDER |
| SCRATCH CAPITAL LLC$175M AUM | 0.56% | $974,052 | 10.4K | Q1 2026OLDER |
| 71 West Capital Partners$2.3B AUM | 0.53% | $12M | 128.6K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.53% | $840,754 | 9.0K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.52% | $29M | 319.3K | Q4 2025OLDER |
| Horizon Investment Services, LLC$288M AUM | 0.52% | $1M | 16.0K | Q1 2026OLDER |
| Miller Capital Partners, Inc.$208M AUM | 0.52% | $1M | 11.5K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.52% | $1M | 15.0K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.52% | $900,188 | 9.6K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.51% | $4M | 41.0K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.49% | $2M | 17.4K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.48% | $2M | 23.1K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.48% | $1M | 11.9K | Q1 2026OLDER |
| Arsenal Capital Advisors LLC$138M AUM | 0.47% | $653,368 | 7.0K | Q1 2026OLDER |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 0.47% | $890,352 | 9.5K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.46% | $5M | 48.5K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.45% | $4M | 45.2K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.45% | $112M | 1.19M | Q1 2026OLDER |
| LPWM LLC$396M AUM | 0.44% | $2M | 18.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.44% | $2.9B | 31.31M | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 0.43% | $6M | 65.4K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.42% | $14M | 147.8K | Q1 2026OLDER |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 0.41% | $1M | 10.8K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.40% | $6M | 60.4K | Q1 2026OLDER |
| Kelsey Financial, LLC$114M AUM | 0.39% | $447,515 | 4.8K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.36% | $50M | 533.3K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.36% | $1M | 10.9K | Q4 2025OLDER |
| BAKER BOYER NATIONAL BANK$333M AUM | 0.35% | $1M | 12.4K | Q1 2026OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 0.35% | $9M | 97.1K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.33% | $4M | 44.2K | Q1 2026OLDER |
| Inman Jager Wealth Management, LLC$171M AUM | 0.32% | $555,316 | 5.9K | Q1 2026OLDER |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.32% | $891,349 | 9.5K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.31% | $408,585 | 4.4K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.31% | $993,269 | 10.6K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.30% | $43M | 455.7K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.30% | $2M | 19.9K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.30% | $1M | 13.6K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.30% | $661,830 | 7.4K | Q3 2025OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.29% | $360,232 | 3.8K | Q1 2026OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.29% | $1M | 14.5K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 0.29% | $454,991 | 4.9K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.29% | $10M | 111.5K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 0.29% | $717,768 | 7.7K | Q1 2026OLDER |
| Jordan Park Group LLC$1.9B AUM | 0.28% | $5M | 57.1K | Q1 2026OLDER |
| Fund Evaluation Group, LLC$3.3B AUM | 0.28% | $9M | 96.0K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 0.27% | $2M | 24.3K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.25% | $3M | 30.7K | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.25% | $734,389 | 6.9K | Q2 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.25% | $4M | 38.2K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 0.25% | $1M | 14.1K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 0.25% | $631,070 | 6.7K | Q1 2026OLDER |
| Resolute Wealth Strategies, LLC$232M AUM | 0.25% | $571,704 | 6.1K | Q1 2026OLDER |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 0.25% | $310,561 | 3.3K | Q1 2026OLDER |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 0.25% | $1M | 13.2K | Q1 2026OLDER |
| Seven Post Investment Office LP$310M AUM | 0.24% | $733,515 | 7.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.23% | $10M | 104.4K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 0.22% | $340,276 | 3.6K | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 0.22% | $284,386 | 3.0K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.22% | $24M | 252.1K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.22% | $12M | 126.9K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.22% | $2M | 21.6K | Q1 2026OLDER |
| EAGLE WEALTH STRATEGIES LLC$262M AUM | 0.21% | $556,113 | 5.2K | Q2 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.21% | $2M | 25.3K | Q1 2026OLDER |
| Capital Planning LLC$307M AUM | 0.21% | $651,680 | 7.0K | Q1 2026OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.21% | $7M | 72.7K | Q1 2026OLDER |
| KTF INVESTMENTS, LLC$584M AUM | 0.21% | $1M | 12.9K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.21% | $6M | 63.8K | Q1 2026OLDER |
| M1 Capital Management LLC$217M AUM | 0.21% | $448,640 | 4.8K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.21% | $418,549 | 4.5K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.20% | $438,449 | 5.4K | Q3 2025OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 0.20% | $2M | 16.1K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.20% | $35M | 374.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.20% | $140M | 1.49M | Q1 2026OLDER |
| Mullaney, Keating & Wright, Inc.$184M AUM | 0.19% | $357,486 | 3.8K | Q1 2026OLDER |
| Junk Investment Group, LLC$191M AUM | 0.19% | $368,108 | 3.9K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.19% | $7M | 72.3K | Q1 2026OLDER |
| Lynch Investment Planning, LLC$111M AUM | 0.19% | $211,670 | 2.3K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.19% | $280M | 2.99M | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.18% | $9M | 94.9K | Q1 2026OLDER |
| New Covenant Trust Company, N.A.$112M AUM | 0.18% | $204,728 | 2.2K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.18% | $3M | 35.5K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.18% | $2M | 15.5K | Q1 2026OLDER |
| Clare Market Investments LLC$478M AUM | 0.18% | $850,222 | 9.1K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.18% | $2M | 17.8K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.18% | $150M | 1.68M | Q3 2025OLDER |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 0.17% | $371,890 | 4.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.17% | $128M | 1.37M | Q1 2026OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.17% | $448,735 | 4.2K | Q2 2026 |
| Essex Bank$452M AUM | 0.17% | $775,791 | 8.3K | Q1 2026OLDER |
| LifeGuide Financial Advisors, LLC$351M AUM | 0.17% | $600,801 | 5.7K | Q2 2026 |
| THOMPSON DAVIS & CO., INC.$150M AUM | 0.17% | $254,352 | 2.7K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.17% | $364,784 | 3.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.17% | $35M | 377.1K | Q1 2026OLDER |
| Financial Guidance Group, Inc.$249M AUM | 0.16% | $401,582 | 4.3K | Q1 2026OLDER |
| 3Chopt Investment Partners, LLC$437M AUM | 0.16% | $720,217 | 7.8K | Q4 2025OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.16% | $433,636 | 4.1K | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.16% | $2.2B | 22.99M | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.16% | $4M | 47.3K | Q1 2026OLDER |
| Centerline Wealth Advisors, LLC$278M AUM | 0.15% | $429,048 | 4.6K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.15% | $330,651 | 3.1K | Q2 2026 |
| Avant Capital LLC$142M AUM | 0.15% | $222,550 | 2.4K | Q4 2025OLDER |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 0.15% | $4M | 44.6K | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 0.15% | $441,691 | 4.9K | Q3 2025OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.14% | $7M | 75.2K | Q1 2026OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.14% | $19M | 206.7K | Q1 2026OLDER |
| Anson Capital, Inc.$146M AUM | 0.14% | $211,759 | 2.3K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.14% | $3M | 27.4K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.14% | $7M | 69.9K | Q1 2026OLDER |
| Nadler Financial Group, Inc.$1.0B AUM | 0.14% | $1M | 15.4K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.14% | $26M | 277.2K | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.14% | $211,102 | 2.3K | Q1 2026OLDER |
| Aureus Asset Management, LLC$1.5B AUM | 0.14% | $2M | 21.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.13% | $90M | 963.5K | Q1 2026OLDER |
| Newport Capital Group, LLC$164M AUM | 0.13% | $215,844 | 2.3K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.13% | $438,698 | 4.7K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 0.13% | $801,290 | 8.5K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.13% | $15M | 164.9K | Q1 2026OLDER |
| Winthrop Advisory Group LLC$1.2B AUM | 0.13% | $2M | 17.1K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.13% | $33M | 353.1K | Q4 2025OLDER |
| W ADVISORS, LLC$195M AUM | 0.13% | $251,504 | 2.7K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.13% | $618M | 6.60M | Q1 2026OLDER |
| Base Wealth Management LLC$179M AUM | 0.13% | $225,913 | 2.4K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.13% | $26M | 275.5K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.12% | $1M | 15.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.12% | $15M | 163.8K | Q1 2026OLDER |
| Hollow Brook Wealth Management LLC$392M AUM | 0.12% | $510,303 | 5.7K | Q3 2025OLDER |
| Investment Research Partners LLC$246M AUM | 0.12% | $287,782 | 3.1K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.12% | $928,307 | 9.9K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.11% | $4M | 34.8K | Q2 2026 |
| CWC Advisors, LLC.$210M AUM | 0.11% | $236,975 | 2.5K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.11% | $294,156 | 3.1K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.11% | $5M | 54.4K | Q1 2026OLDER |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 0.11% | $986,895 | 10.5K | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.11% | $620,840 | 6.6K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.11% | $4M | 37.7K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.10% | $975,880 | 10.4K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.10% | $7M | 71.6K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.10% | $4M | 42.1K | Q1 2026OLDER |
| Prudent Man Advisors, LLC$334M AUM | 0.10% | $342,057 | 3.6K | Q1 2026OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 0.10% | $354,431 | 3.8K | Q1 2026OLDER |
| Impact Capital Partners LLC$331M AUM | 0.10% | $330,434 | 3.6K | Q4 2025OLDER |
| RFG HOLDINGS, INC.$397M AUM | 0.09% | $375,457 | 4.0K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.09% | $4M | 38.3K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.09% | $1M | 12.3K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.09% | $7M | 78.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.09% | $33M | 353.4K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.09% | $360,149 | 3.8K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.09% | $52M | 550.4K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.09% | $959,097 | 10.2K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.09% | $537,973 | 5.7K | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.09% | $834,678 | 8.9K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.09% | $2M | 26.2K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.09% | $156,475 | 1.7K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.09% | $398,864 | 4.3K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.09% | $1M | 11.9K | Q3 2025OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.09% | $2M | 19.3K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.09% | $4M | 40.2K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.09% | $262,587 | 2.8K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.09% | $901,779 | 9.6K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.09% | $228,257 | 2.4K | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.09% | $4M | 45.9K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.08% | $1M | 14.0K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.08% | $4M | 47.7K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.08% | $247,661 | 2.6K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.08% | $26M | 279.1K | Q1 2026OLDER |
| ROFFMAN MILLER ASSOCIATES INC /PA/$1.7B AUM | 0.08% | $1M | 14.7K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.08% | $2M | 25.3K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.08% | $213,674 | 2.3K | Q4 2025OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 0.08% | $261,451 | 2.8K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.08% | $495,978 | 7.3K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.08% | $240,912 | 2.6K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 0.08% | $198,073 | 2.1K | Q1 2026OLDER |
| FINANCIAL LIFE ADVISORS$321M AUM | 0.07% | $237,818 | 2.5K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.07% | $2M | 16.6K | Q1 2026OLDER |
| JFG Wealth Management, LLC$511M AUM | 0.07% | $372,852 | 4.2K | Q3 2025OLDER |
| Rodgers & Associates, LTD$982M AUM | 0.07% | $704,175 | 7.5K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.07% | $385,833 | 4.1K | Q1 2026OLDER |
| Mraz, Amerine & Associates, Inc.$678M AUM | 0.07% | $461,857 | 4.9K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.07% | $416,645 | 3.9K | Q2 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.07% | $235,943 | 3.2K | Q1 2026OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.07% | $121,487 | 1.3K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.07% | $213,224 | 2.3K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.07% | $198,167 | 2.1K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.06% | $290,014 | 2.7K | Q2 2026 |
| Goldstein Advisors, LLC$900M AUM | 0.06% | $570,595 | 6.1K | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.06% | $487,448 | 5.2K | Q1 2026OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.06% | $3M | 32.5K | Q1 2026OLDER |
| Compton Financial Group, LLC$453M AUM | 0.06% | $282,883 | 3.0K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 0.06% | $278,971 | 3.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.06% | $33M | 357.3K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.06% | $1M | 11.6K | Q1 2026OLDER |
| Second Line Capital, LLC$528M AUM | 0.06% | $317,609 | 3.1K | Q1 2026OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.06% | $559,628 | 6.0K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.06% | $1M | 11.7K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.06% | $2M | 16.2K | Q2 2026 |
| Affiance Financial, LLC$695M AUM | 0.06% | $399,832 | 3.8K | Q2 2026 |
| EQ LLC$355M AUM | 0.06% | $201,072 | 2.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.06% | $210M | 2.24M | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.06% | $355,246 | 4.0K | Q3 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.06% | $407,781 | 4.4K | Q4 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.06% | $16M | 174.6K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.06% | $1M | 14.2K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.06% | $32M | 340.0K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.06% | $11M | 118.9K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.05% | $215,133 | 2.3K | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.05% | $419,018 | 4.5K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.05% | $675,022 | 7.2K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.05% | $1M | 11.0K | Q1 2026OLDER |
| Allen Mooney & Barnes Investment Advisors LLC$695M AUM | 0.05% | $369,173 | 3.9K | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 0.05% | $159,218 | 1.7K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 0.05% | $2M | 27.5K | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.05% | $14M | 148.1K | Q1 2026OLDER |
| COOKE & BIELER LP$8.8B AUM | 0.05% | $5M | 54.0K | Q4 2025OLDER |
| Ellenbecker Investment Group$743M AUM | 0.05% | $350,389 | 3.9K | Q3 2025OLDER |
| Level Financial Advisors$392M AUM | 0.05% | $202,666 | 2.2K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.05% | $1M | 12.4K | Q2 2026 |
| World Investment Advisors$6.2B AUM | 0.05% | $3M | 33.6K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.05% | $12M | 133.3K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.05% | $47M | 505.9K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.05% | $359,305 | 3.8K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.05% | $3M | 24.6K | Q2 2026 |
| Quent Capital, LLC$1.4B AUM | 0.05% | $698,363 | 7.5K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.05% | $928,299 | 8.7K | Q2 2026 |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.05% | $693,489 | 7.4K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.05% | $600,676 | 6.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.05% | $2M | 18.0K | Q1 2026OLDER |
| EWA, LLC$441M AUM | 0.05% | $204,582 | 2.2K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.05% | $1M | 12.5K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.05% | $716,517 | 7.8K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.05% | $29M | 307.5K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.04% | $3M | 29.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.04% | $145M | 1.55M | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.04% | $575,189 | 6.1K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.04% | $724,282 | 7.7K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.04% | $217,385 | 2.3K | Q1 2026OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 0.04% | $270,834 | 2.9K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.04% | $115,734 | 1.3K | Q3 2025OLDER |
| Carrera Capital Advisors$649M AUM | 0.04% | $253,236 | 2.7K | Q4 2025OLDER |
| RMR Wealth Builders$1.3B AUM | 0.04% | $530,966 | 5.8K | Q4 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.04% | $4M | 40.2K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.04% | $98M | 1.04M | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.04% | $3M | 36.3K | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.04% | $3M | 28.0K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.04% | $633,008 | 7.1K | Q3 2025OLDER |
| Americana Partners, LLC$3.9B AUM | 0.04% | $2M | 16.6K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.04% | $690,974 | 7.4K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 0.04% | $152,184 | 1.6K | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.04% | $1M | 11.7K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.04% | $2M | 18.5K | Q3 2025OLDER |
| Key FInancial Inc$562M AUM | 0.04% | $221,320 | 2.4K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.04% | $68M | 724.5K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.04% | $269,696 | 3.0K | Q3 2025OLDER |
| Gemmer Asset Management LLC$1.3B AUM | 0.04% | $494,385 | 5.3K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.04% | $239,131 | 2.6K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.04% | $424,080 | 4.5K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.04% | $249,473 | 2.8K | Q3 2025OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.04% | $329,601 | 3.5K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.04% | $88,678 | 946 | Q1 2026OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.04% | $3M | 25.5K | Q2 2026 |
| First American Bank$1.6B AUM | 0.04% | $563,097 | 6.0K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.03% | $31M | 327.0K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.03% | $326,809 | 3.5K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.03% | $600,592 | 6.4K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 0.03% | $49,622 | 482 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $6M | 65.8K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.03% | $7M | 76.3K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.03% | $484,730 | 5.2K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.03% | $7M | 72.9K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.03% | $1M | 14.7K | Q1 2026OLDER |
| Wealth Architects, LLC$1.1B AUM | 0.03% | $366,617 | 3.9K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.03% | $1M | 14.6K | Q1 2026OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.03% | $4M | 47.2K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.03% | $3M | 31.2K | Q3 2025OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.03% | $605,750 | 6.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $9M | 92.3K | Q2 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 0.03% | $735,085 | 8.2K | Q3 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.03% | $1M | 11.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $29M | 312.2K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.03% | $281,220 | 3.0K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.03% | $221,513 | 2.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.03% | $510M | 5.53M | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.03% | $413,589 | 4.4K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.03% | $1M | 10.8K | Q2 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $382,499 | 3.8K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.03% | $114,176 | 1.2K | Q1 2026OLDER |
| Arvest Bank Trust Division$1.8B AUM | 0.03% | $549,410 | 5.9K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.03% | $242,085 | 2.6K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.03% | $4M | 39.5K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.03% | $328,522 | 3.5K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.03% | $494,366 | 4.8K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.03% | $523,632 | 5.6K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.03% | $432,560 | 4.8K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $147M | 1.57M | Q2 2026 |
| MidFirst Bank$1.2B AUM | 0.03% | $329,965 | 3.5K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.03% | $5M | 58.1K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.03% | $2M | 16.5K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $3M | 29.4K | Q1 2026OLDER |
| Johnson Financial Group, LLC$1.5B AUM | 0.03% | $391,083 | 4.2K | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 0.03% | $28,684 | 306 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.03% | $22M | 234.5K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.03% | $2M | 22.1K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.03% | $110M | 1.18M | Q1 2026OLDER |
| Hirtle & Co., LLC$2.9B AUM | 0.03% | $745,420 | 8.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.03% | $222M | 2.37M | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.03% | $49,842 | 540 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.03% | $52M | 566.3K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.02% | $116,687 | 1.2K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.02% | $463,076 | 4.9K | Q1 2026OLDER |
| Chicago Capital, LLC$3.7B AUM | 0.02% | $910,122 | 9.7K | Q1 2026OLDER |
| Convergence Financial, LLC$943M AUM | 0.02% | $229,100 | 2.4K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.02% | $203,791 | 2.2K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.02% | $430,642 | 4.6K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.02% | $337,913 | 3.7K | Q2 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.02% | $3M | 31.8K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.02% | $304,842 | 3.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $11M | 115.9K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.02% | $13M | 142.3K | Q4 2025OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $301,928 | 3.2K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $359 | 3.9K | Q4 2025OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.02% | $5M | 50.5K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $4M | 45.4K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.02% | $4M | 40.2K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.02% | $4M | 43.9K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.02% | $41,715 | 445 | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.02% | $444,328 | 4.7K | Q2 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $873,105 | 9.3K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.02% | $15M | 160.3K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.02% | $54,932 | 586 | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.02% | $25,739 | 288 | Q3 2025OLDER |
| Disciplina Capital Management LLC$944M AUM | 0.02% | $186,074 | 2.0K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.02% | $1M | 13.0K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.02% | $45,307 | 491 | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $12M | 125.1K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $703,806 | 7.5K | Q1 2026OLDER |
| Newton One Investments LLC$368M AUM | 0.02% | $70,680 | 754 | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.02% | $3M | 31.1K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.02% | $311,311 | 3.3K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.02% | $1M | 11.0K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $1M | 10.8K | Q1 2026OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.02% | $65,055 | 694 | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 17.9K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.02% | $1M | 12.1K | Q1 2026OLDER |
| STEPH & CO$351M AUM | 0.02% | $59,244 | 632 | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 11.0K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.02% | $261,672 | 2.8K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.02% | $275,596 | 2.9K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $350,696 | 3.7K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.02% | $554,566 | 5.9K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.02% | $22,962 | 216 | Q2 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.02% | $264,441 | 2.8K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.02% | $1M | 11.5K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.01% | $40,496 | 432 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $5M | 55.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $1M | 12.0K | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 0.01% | $26,903 | 287 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $2M | 19.9K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.01% | $285,141 | 3.0K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.01% | $54,932 | 586 | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $781,865 | 8.3K | Q1 2026OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.01% | $608,748 | 6.5K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $342,352 | 3.8K | Q3 2025OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $738,822 | 7.9K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $13,048 | 146 | Q4 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $535,724 | 5.7K | Q1 2026OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.01% | $14,905 | 159 | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.01% | $14,998 | 160 | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 22.7K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $280,745 | 3.0K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $340,509 | 3.6K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.01% | $54,138 | 577 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $847,503 | 9.0K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $8M | 84.6K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $1M | 11.0K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.01% | $7M | 79.0K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.01% | $1M | 12.0K | Q1 2026OLDER |
| UNIVEST FINANCIAL Corp$1.8B AUM | 0.01% | $212,758 | 2.3K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $1M | 11.3K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $66M | 708.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 11.3K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $335,825 | 3.6K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $627,121 | 6.7K | Q2 2026 |
| Future Financial Wealth Managment LLC$155M AUM | 0.01% | $17,874 | 200 | Q3 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $810,945 | 8.7K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.01% | $182,371 | 1.9K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 0.01% | $32,305 | 350 | Q4 2025OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $18,642 | 199 | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $1M | 14.9K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.01% | $16,444 | 184 | Q3 2025OLDER |
| YANKCOM Partnership$243M AUM | 0.01% | $25,216 | 269 | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $841,973 | 9.0K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $334,939 | 3.6K | Q1 2026OLDER |
| BRAUN STACEY ASSOCIATES INC$3.0B AUM | 0.01% | $302,780 | 3.2K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 21.5K | Q1 2026OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 0.01% | $223,757 | 2.4K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $801,085 | 8.5K | Q1 2026OLDER |
| Strategic Financial Services, Inc.$2.1B AUM | 0.01% | $206,228 | 2.2K | Q1 2026OLDER |
| Olistico Wealth, LLC$203M AUM | 0.01% | $19,779 | 211 | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.01% | $29,539 | 315 | Q1 2026OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.01% | $2M | 18.1K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $37,215 | 397 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $124,674 | 1.3K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.01% | $59,713 | 637 | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $820,825 | 8.8K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.01% | $3M | 35.0K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $376,554 | 4.0K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.01% | $11,619 | 24.3K | Q3 2025OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.01% | $168,732 | 1.8K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $18M | 200.0K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $539,349 | 5.8K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 0.01% | $288,253 | 3.0K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $173,115 | 1.9K | Q4 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $15,176 | 162 | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.01% | $5M | 50.9K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.01% | $451,926 | 4.9K | Q4 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $43M | 453.8K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.01% | $18,279 | 195 | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $382,459 | 4.1K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.01% | $52,963 | 565 | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.01% | $310,842 | 3.3K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.01% | $645,775 | 6.9K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $1M | 12.7K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $976,801 | 10.4K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.01% | $42,676 | 455 | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $435,398 | 4.6K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $260,833 | 2.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $234,307 | 2.2K | Q2 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $557,373 | 5.9K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $5M | 48.2K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $90,538 | 960 | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $484,730 | 5.2K | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 0.01% | $12,737 | 138 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.