VANGUARD SCOTTSDALE FDS
CUSIP 92206C680
Vanguard Scottsdale Fds has 854 institutional holders in Filings Flow’s 13F database, together reporting 243.75M shares worth $26.5B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Ubs Group AG, and Lpl Financial LLC.
Institutional Holders
854
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 |
|---|---|---|---|---|
| 93 Financial Group, LLC$224M AUM | 29.31% | $66M | 599.2K | Q1 2026OLDER |
| Hapanowicz & Associates Financial Services, Inc$251M AUM | 23.03% | $58M | 528.0K | Q1 2026OLDER |
| LPWM LLC$396M AUM | 18.28% | $72M | 660.6K | Q1 2026OLDER |
| Evergreen Wealth Partners LLC$131M AUM | 14.32% | $19M | 170.9K | Q1 2026OLDER |
| WestHill Financial Advisors, Inc.$523M AUM | 13.73% | $72M | 654.8K | Q1 2026OLDER |
| Windward Private Wealth Management Inc.$289M AUM | 11.39% | $33M | 300.3K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 10.79% | $50M | 454.6K | Q1 2026OLDER |
| CITIZENS & NORTHERN CORP$401M AUM | 10.52% | $42M | 384.6K | Q1 2026OLDER |
| Brandywine Asset Management, Inc.$126M AUM | 8.94% | $11M | 101.3K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 8.52% | $120M | 1.10M | Q1 2026OLDER |
| Highland Financial Advisors, LLC$455M AUM | 8.42% | $38M | 299.6K | Q2 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 8.35% | $247M | 2.03M | Q4 2025OLDER |
| Arrowroot Family Office, LLC$302M AUM | 7.49% | $23M | 206.7K | Q1 2026OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 7.43% | $76M | 695.3K | Q1 2026OLDER |
| Livet Wealth, LLC$157M AUM | 7.32% | $12M | 105.0K | Q1 2026OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 6.80% | $16M | 143.6K | Q1 2026OLDER |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 6.54% | $16M | 148.2K | Q1 2026OLDER |
| Safe Harbor Family Capital, LLC$128M AUM | 6.41% | $8M | 74.7K | Q1 2026OLDER |
| Nadler Financial Group, Inc.$1.0B AUM | 5.51% | $57M | 521.4K | Q1 2026OLDER |
| Nicholson Meyer Capital Management, Inc.$130M AUM | 5.39% | $7M | 64.1K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$2.0B AUM | 5.18% | $102M | 797.9K | Q2 2026 |
| Base Wealth Management LLC$179M AUM | 4.97% | $9M | 81.0K | Q1 2026OLDER |
| Gross & Hartman Investments LLC$192M AUM | 4.82% | $9M | 84.5K | Q1 2026OLDER |
| Wealth Advisory Team LLC$113M AUM | 4.66% | $5M | 43.3K | Q4 2025OLDER |
| Hurley Capital, LLC$187M AUM | 4.54% | $8M | 77.2K | Q1 2026OLDER |
| Wealth Dimensions Group, Ltd.$508M AUM | 4.41% | $22M | 204.3K | Q1 2026OLDER |
| Bernardo Wealth Planning LLC$511M AUM | 4.40% | $22M | 204.7K | Q1 2026OLDER |
| Perkins Coie Trust Co$603M AUM | 4.37% | $26M | 206.3K | Q2 2026 |
| Pacific Life Fund Advisors LLC$871M AUM | 4.35% | $38M | 345.2K | Q1 2026OLDER |
| Wealthquest Corp$1.4B AUM | 4.30% | $61M | 552.8K | Q2 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 4.28% | $9M | 80.4K | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 4.28% | $10M | 82.8K | Q4 2025OLDER |
| Tolleson Wealth Management, Inc.$693M AUM | 4.04% | $28M | 230.0K | Q4 2025OLDER |
| VANCE WEALTH, LLC$346M AUM | 4.00% | $14M | 126.3K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 4.00% | $32M | 262.9K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 3.92% | $15M | 137.6K | Q1 2026OLDER |
| Darrow Company, Inc.$222M AUM | 3.92% | $9M | 79.3K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 3.76% | $58M | 531.6K | Q1 2026OLDER |
| Cascade Wealth Advisors, Inc$228M AUM | 3.67% | $8M | 65.6K | Q1 2026OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 3.57% | $32M | 264.1K | Q4 2025OLDER |
| Blue Capital, Inc.$153M AUM | 3.40% | $5M | 47.5K | Q1 2026OLDER |
| GOLDEN ROAD ADVISORS LLC$174M AUM | 3.35% | $6M | 53.0K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 3.34% | $35M | 319.7K | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 3.29% | $8M | 62.3K | Q4 2025OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 3.08% | $15M | 132.2K | Q2 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 3.02% | $39M | 359.7K | Q1 2026OLDER |
| Andina Capital Management, LLC$113M AUM | 3.02% | $3M | 31.1K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 2.92% | $11M | 100.7K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 2.81% | $3M | 31.9K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 2.78% | $8M | 69.0K | Q1 2026OLDER |
| Stegner Investment Associates Inc.$183M AUM | 2.74% | $5M | 45.6K | Q1 2026OLDER |
| GEM Asset Management, LLC$227M AUM | 2.70% | $6M | 55.7K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 2.69% | $4M | 34.1K | Q1 2026OLDER |
| Aurelius Family Office LLC$230M AUM | 2.62% | $6M | 54.9K | Q1 2026OLDER |
| Frederick Financial Consultants, LLC$201M AUM | 2.60% | $5M | 47.6K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 2.57% | $42M | 386.2K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 2.57% | $7M | 57.8K | Q3 2025OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 2.54% | $59M | 537.0K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 2.49% | $17M | 154.0K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 2.39% | $621M | 5.66M | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 2.34% | $60M | 546.4K | Q1 2026OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 2.33% | $16M | 146.3K | Q1 2026OLDER |
| Valtrion Capital Management, LLC$106M AUM | 2.25% | $2M | 21.8K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 2.23% | $37M | 339.4K | Q1 2026OLDER |
| Summit Financial Strategies, Inc.$1.3B AUM | 2.15% | $27M | 248.7K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 2.14% | $382M | 3.48M | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 2.12% | $329M | 1.56M | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 1.99% | $24M | 216.8K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 1.79% | $30M | 251.4K | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 1.76% | $29M | 263.7K | Q1 2026OLDER |
| Clarion Wealth Managment Partners, LLC$110M AUM | 1.74% | $2M | 17.5K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 1.69% | $3M | 25.1K | Q1 2026OLDER |
| Spectrum Investment Advisors, Inc.$201M AUM | 1.66% | $3M | 30.5K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 1.65% | $9M | 78.9K | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 1.58% | $6M | 52.3K | Q4 2025OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 1.58% | $4M | 39.8K | Q1 2026OLDER |
| Sound Financial Strategies Group, LLC$147M AUM | 1.58% | $2M | 21.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 1.51% | $93M | 846.8K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 1.49% | $4M | 38.5K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 1.47% | $4M | 36.2K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 1.45% | $10M | 95.7K | Q1 2026OLDER |
| Blackston Financial Advisory Group, LLC$160M AUM | 1.41% | $2M | 20.4K | Q1 2026OLDER |
| Auour Investments LLC$318M AUM | 1.41% | $4M | 40.7K | Q1 2026OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 1.39% | $14M | 129.0K | Q1 2026OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 1.39% | $34M | 306.1K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 1.32% | $6M | 55.6K | Q1 2026OLDER |
| Accretive Wealth Partners, LLC$356M AUM | 1.31% | $5M | 42.4K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 1.28% | $48M | 440.4K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 1.25% | $46M | 416.4K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 1.21% | $6M | 58.9K | Q1 2026OLDER |
| REDW Wealth LLC$251M AUM | 1.21% | $3M | 27.7K | Q1 2026OLDER |
| Advisory Resource Group$581M AUM | 1.21% | $7M | 64.0K | Q1 2026OLDER |
| CASTLEKEEP INVESTMENT ADVISORS LLC$184M AUM | 1.20% | $2M | 20.2K | Q1 2026OLDER |
| Westshore Wealth, LLC$285M AUM | 1.19% | $3M | 31.0K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 1.13% | $17M | 159.3K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 1.12% | $13M | 118.0K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 1.11% | $7M | 69.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 1.11% | $1.0B | 9.49M | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 1.08% | $2M | 18.5K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 1.08% | $11M | 93.5K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 1.07% | $29M | 265.5K | Q1 2026OLDER |
| Crumly & Associates Inc.$522M AUM | 1.04% | $5M | 42.6K | Q2 2026 |
| COFG Advisors, LLC$404M AUM | 1.02% | $4M | 37.7K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 1.02% | $12M | 106.2K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 1.01% | $23M | 182.9K | Q2 2026 |
| Valpey Financial Services, LLC$154M AUM | 1.00% | $2M | 14.0K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 1.00% | $1M | 13.2K | Q1 2026OLDER |
| Elevation Advisory Partners LLC$107M AUM | 1.00% | $1M | 8.8K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.95% | $31M | 290.1K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 0.94% | $1M | 9.7K | Q1 2026OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.94% | $4M | 40.6K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.93% | $6M | 46.6K | Q2 2026 |
| Sunpointe, LLC$305M AUM | 0.90% | $3M | 25.0K | Q1 2026OLDER |
| Westview Management dba Westview Investment Advisors$192M AUM | 0.89% | $2M | 15.6K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 0.88% | $2M | 14.9K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.81% | $2M | 21.4K | Q1 2026OLDER |
| SIGNAL TREE FINANCIAL PARTNERS LLC$132M AUM | 0.78% | $1M | 9.5K | Q1 2026OLDER |
| Capstone Wealth Management, Inc.$118M AUM | 0.77% | $909,074 | 8.2K | Q1 2026OLDER |
| Winthrop Advisory Group LLC$1.2B AUM | 0.76% | $9M | 84.9K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.76% | $8M | 68.6K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 0.72% | $2M | 15.5K | Q1 2026OLDER |
| STEPH & CO$351M AUM | 0.71% | $3M | 22.8K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.71% | $8M | 75.1K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.71% | $50M | 402.9K | Q2 2026 |
| Rodgers & Associates, LTD$982M AUM | 0.70% | $7M | 62.9K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.68% | $64M | 581.8K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.67% | $3M | 26.2K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.66% | $6M | 57.5K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.66% | $32M | 290.3K | Q1 2026OLDER |
| Ponta Wealth Partners, LLC$124M AUM | 0.66% | $817,849 | 7.5K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.66% | $55M | 499.3K | Q1 2026OLDER |
| RAINIER FAMILY WEALTH INC$149M AUM | 0.63% | $941,031 | 8.6K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.62% | $118M | 1.07M | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.61% | $85M | 775.1K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.61% | $32M | 291.4K | Q1 2026OLDER |
| Philip James Wealth Mangement, LLC$870M AUM | 0.61% | $5M | 48.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.61% | $8.3B | 76.12M | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.61% | $48M | 441.5K | Q1 2026OLDER |
| 71 West Capital Partners$2.3B AUM | 0.60% | $14M | 124.8K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.60% | $4M | 39.1K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.56% | $4M | 34.9K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.55% | $137M | 1.25M | Q1 2026OLDER |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 0.54% | $1M | 12.1K | Q4 2025OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 0.53% | $1M | 13.2K | Q1 2026OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.52% | $1M | 12.2K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.51% | $820,152 | 7.5K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.51% | $15M | 140.3K | Q1 2026OLDER |
| Portfolio Strategies, Inc.$811M AUM | 0.51% | $4M | 37.1K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.50% | $4M | 34.8K | Q1 2026OLDER |
| Lee-Kelleher Wealth Management$168M AUM | 0.50% | $843,187 | 7.7K | Q1 2026OLDER |
| Junk Investment Group, LLC$191M AUM | 0.50% | $953,753 | 8.7K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.49% | $646,184 | 5.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.49% | $1.8B | 16.78M | Q1 2026OLDER |
| Resolute Wealth Strategies, LLC$232M AUM | 0.49% | $1M | 10.3K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.48% | $1M | 10.1K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.48% | $5M | 45.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.47% | $3.2B | 28.82M | Q1 2026OLDER |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 0.46% | $749,183 | 6.8K | Q1 2026OLDER |
| ETF Portfolio Partners, Inc.$381M AUM | 0.46% | $2M | 15.8K | Q1 2026OLDER |
| Arsenal Capital Advisors LLC$138M AUM | 0.45% | $622,642 | 5.7K | Q1 2026OLDER |
| Empire Life Investments Inc.$1.6B AUM | 0.45% | $7M | 67.1K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.44% | $3M | 24.7K | Q1 2026OLDER |
| Duncan Williams Asset Management, LLC$361M AUM | 0.44% | $2M | 14.5K | Q1 2026OLDER |
| JHP Wealth Management, LLC$105M AUM | 0.43% | $452,728 | 4.1K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.43% | $6M | 55.2K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.42% | $1M | 10.9K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.42% | $24M | 193.1K | Q4 2025OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 0.41% | $434,533 | 3.6K | Q3 2025OLDER |
| Aquire Wealth Advisors, LLC$381M AUM | 0.40% | $2M | 14.0K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 0.39% | $2M | 15.7K | Q2 2026 |
| Certified Advisory Corp$1.2B AUM | 0.39% | $5M | 38.1K | Q2 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.39% | $43M | 391.5K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.39% | $3M | 31.4K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.39% | $20M | 155.2K | Q1 2026OLDER |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 0.39% | $10M | 89.2K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.38% | $1M | 9.1K | Q1 2026OLDER |
| BAKER BOYER NATIONAL BANK$333M AUM | 0.37% | $1M | 11.2K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.37% | $10M | 96.3K | Q1 2026OLDER |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 0.36% | $23M | 208.3K | Q2 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.36% | $6M | 52.6K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.36% | $4M | 36.8K | Q1 2026OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.35% | $2M | 14.7K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.34% | $79M | 720.6K | Q1 2026OLDER |
| 3Chopt Investment Partners, LLC$437M AUM | 0.34% | $1M | 13.5K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.34% | $352,021 | 2.9K | Q4 2025OLDER |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 0.34% | $2M | 15.4K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.33% | $4M | 36.2K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 0.33% | $350,569 | 3.2K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.33% | $82M | 673.0K | Q4 2025OLDER |
| MTM Investment Management, LLC$316M AUM | 0.33% | $1M | 9.4K | Q1 2026OLDER |
| Thoma Capital Management LLC$169M AUM | 0.33% | $565,651 | 4.6K | Q4 2025OLDER |
| XML Financial, LLC$1.2B AUM | 0.32% | $4M | 36.2K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.32% | $1M | 10.8K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.32% | $4M | 36.2K | Q1 2026OLDER |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 0.32% | $3M | 26.1K | Q1 2026OLDER |
| Smart Portfolios, LLC$100M AUM | 0.31% | $313,823 | 2.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.31% | $221M | 2.01M | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.31% | $1M | 8.3K | Q2 2026 |
| Diversified Portfolios, Inc.$1.2B AUM | 0.30% | $4M | 33.8K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.30% | $2M | 13.3K | Q4 2025OLDER |
| Embree Financial Group$849M AUM | 0.30% | $3M | 23.3K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.30% | $18M | 168.4K | Q1 2026OLDER |
| CURA WEALTH ADVISORS, LLC$223M AUM | 0.30% | $664,182 | 6.1K | Q1 2026OLDER |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 0.30% | $1M | 10.3K | Q1 2026OLDER |
| Bluesphere Advisors LLC$281M AUM | 0.29% | $828,151 | 7.5K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.29% | $4M | 38.1K | Q1 2026OLDER |
| Green Ridge Wealth Planning LLC$238M AUM | 0.29% | $695,430 | 5.4K | Q2 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.29% | $214M | 1.95M | Q1 2026OLDER |
| Capital Planning LLC$307M AUM | 0.29% | $878,836 | 8.0K | Q1 2026OLDER |
| ForthRight Wealth Management, LLC$353M AUM | 0.28% | $996,883 | 9.1K | Q1 2026OLDER |
| Financial Guidance Group, Inc.$249M AUM | 0.28% | $685,563 | 6.3K | Q1 2026OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.27% | $841,566 | 7.7K | Q1 2026OLDER |
| TME FINANCIAL, INC.$144M AUM | 0.27% | $386,327 | 3.5K | Q1 2026OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 0.27% | $327,003 | 3.0K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.26% | $889,605 | 8.1K | Q1 2026OLDER |
| Pacific Capital Wealth Advisors, Inc.$663M AUM | 0.26% | $2M | 13.6K | Q2 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.26% | $10M | 88.3K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.26% | $12M | 109.9K | Q1 2026OLDER |
| Santori & Peters, Inc.$321M AUM | 0.26% | $828,208 | 7.5K | Q1 2026OLDER |
| Park Capital Management, LLC / WI$170M AUM | 0.26% | $434,554 | 3.4K | Q2 2026 |
| McCartney Wealth Management LLC$119M AUM | 0.26% | $303,606 | 2.8K | Q1 2026OLDER |
| HFG Advisors, Inc.$142M AUM | 0.25% | $361,758 | 3.3K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.25% | $22M | 197.9K | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 0.25% | $258,430 | 2.4K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.25% | $2M | 18.2K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.25% | $137M | 1.25M | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.25% | $20M | 184.8K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.25% | $10M | 85.1K | Q3 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.24% | $10M | 89.2K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.24% | $2M | 17.8K | Q1 2026OLDER |
| Foundation Wealth Management, LLC$148M AUM | 0.24% | $356,498 | 3.3K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 0.24% | $26M | 236.9K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.24% | $1M | 10.9K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.23% | $3M | 26.2K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.23% | $676,930 | 5.6K | Q4 2025OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.23% | $11M | 103.7K | Q1 2026OLDER |
| Inman Jager Wealth Management, LLC$171M AUM | 0.23% | $399,710 | 3.6K | Q1 2026OLDER |
| James Reed Financial Services, Inc.$116M AUM | 0.23% | $268,741 | 2.5K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.23% | $7M | 61.2K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.23% | $2M | 15.2K | Q3 2025OLDER |
| FF Advisors,LLC$247M AUM | 0.23% | $563,546 | 4.6K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.23% | $2M | 17.2K | Q1 2026OLDER |
| ROFFMAN MILLER ASSOCIATES INC /PA/$1.7B AUM | 0.22% | $4M | 35.5K | Q1 2026OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.22% | $498,511 | 4.5K | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 0.22% | $547,227 | 5.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.22% | $152M | 1.38M | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.22% | $6M | 54.5K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.22% | $937,191 | 8.5K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.22% | $6M | 59.0K | Q1 2026OLDER |
| Cedar Point Capital Partners, LLC$154M AUM | 0.22% | $342,240 | 2.8K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.22% | $205M | 1.87M | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.21% | $323,889 | 3.0K | Q1 2026OLDER |
| Cedar Wealth Management, LLC$344M AUM | 0.21% | $733,826 | 6.7K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.21% | $4M | 40.0K | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 0.21% | $620,263 | 5.1K | Q3 2025OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.21% | $1M | 9.7K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.21% | $3M | 26.0K | Q2 2026 |
| Avant Capital LLC$142M AUM | 0.21% | $299,630 | 2.7K | Q1 2026OLDER |
| MY Wealth Management Inc.$103M AUM | 0.21% | $241,212 | 2.0K | Q4 2025OLDER |
| Directional Asset Management$109M AUM | 0.21% | $229,342 | 2.1K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.21% | $1M | 11.8K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.21% | $3M | 26.0K | Q1 2026OLDER |
| CHERRYDALE WEALTH MANAGEMENT, LLC$382M AUM | 0.21% | $790,304 | 6.2K | Q2 2026 |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.21% | $2M | 15.3K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.20% | $355,834 | 3.2K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.20% | $3M | 25.1K | Q1 2026OLDER |
| EAGLE WEALTH STRATEGIES LLC$262M AUM | 0.20% | $521,588 | 4.1K | Q2 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.20% | $3M | 21.6K | Q4 2025OLDER |
| EQ LLC$355M AUM | 0.20% | $696,641 | 6.4K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.19% | $3M | 31.8K | Q1 2026OLDER |
| MOR Wealth Management, LLC$218M AUM | 0.19% | $418,248 | 3.8K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.19% | $39M | 359.5K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.19% | $384,244 | 3.5K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.19% | $794,112 | 7.2K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.19% | $1M | 13.0K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.19% | $31M | 279.3K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 0.18% | $335,098 | 3.1K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.18% | $26M | 235.8K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.18% | $231,134 | 1.8K | Q2 2026 |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.18% | $1M | 9.5K | Q4 2025OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.18% | $676,565 | 5.6K | Q4 2025OLDER |
| ENTREWEALTH, LLC$223M AUM | 0.17% | $339,004 | 2.8K | Q3 2025OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.17% | $4M | 34.8K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.17% | $3M | 28.3K | Q1 2026OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 0.17% | $1M | 12.0K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 0.17% | $384,004 | 3.5K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.17% | $394M | 3.59M | Q1 2026OLDER |
| Traction Financial Partners, LLC$162M AUM | 0.17% | $268,082 | 2.4K | Q1 2026OLDER |
| Newport Capital Group, LLC$164M AUM | 0.16% | $269,466 | 2.5K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.16% | $2M | 15.7K | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 0.16% | $212,596 | 1.9K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.16% | $725,068 | 5.7K | Q2 2026 |
| Tannin Capital LLC$138M AUM | 0.16% | $220,961 | 2.0K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.16% | $236M | 2.15M | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.16% | $300,989 | 2.7K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.16% | $2M | 15.3K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.16% | $9M | 79.1K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.16% | $4M | 32.1K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.16% | $469,144 | 4.3K | Q1 2026OLDER |
| American Money Management, LLC$632M AUM | 0.16% | $986,573 | 9.0K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.16% | $1M | 13.3K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.15% | $109M | 991.8K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.15% | $2M | 17.4K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.15% | $124M | 1.13M | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.15% | $7M | 64.2K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.15% | $4M | 38.1K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 0.15% | $798,260 | 7.3K | Q1 2026OLDER |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 0.15% | $251,519 | 2.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.15% | $556M | 5.07M | Q1 2026OLDER |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.15% | $415,067 | 3.8K | Q1 2026OLDER |
| Clare Market Investments LLC$478M AUM | 0.15% | $697,628 | 6.4K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.14% | $832,876 | 7.6K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.14% | $6M | 50.7K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.14% | $217,844 | 2.0K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.14% | $99M | 907.5K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 0.14% | $355,066 | 3.2K | Q1 2026OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.14% | $1M | 13.5K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.14% | $4M | 36.3K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.14% | $416,822 | 3.8K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.14% | $79M | 716.1K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.14% | $3M | 26.6K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.14% | $7M | 60.9K | Q1 2026OLDER |
| Clearwave Capital, LLC$146M AUM | 0.14% | $200,033 | 1.8K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 0.14% | $837,264 | 7.6K | Q1 2026OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 0.14% | $302,672 | 2.5K | Q3 2025OLDER |
| StoryOne LLC$177M AUM | 0.14% | $241,866 | 0 | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.14% | $184,279 | 1.7K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 0.14% | $514,307 | 4.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.14% | $2M | 13.8K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 0.13% | $291,227 | 2.7K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.13% | $1M | 9.8K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.13% | $4M | 35.7K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 0.13% | $1M | 8.8K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.13% | $348,814 | 3.2K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.13% | $1M | 9.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.13% | $36M | 330.2K | Q2 2026 |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.13% | $480,881 | 4.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.13% | $28M | 252.9K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.13% | $4M | 32.5K | Q2 2026 |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.13% | $285,465 | 2.4K | Q3 2025OLDER |
| Financial Planning Hawaii, Inc.$170M AUM | 0.13% | $217,068 | 2.0K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 0.13% | $501,722 | 4.6K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.13% | $256,675 | 2.3K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.13% | $2M | 16.0K | Q3 2025OLDER |
| Compass Wealth Management LLC$405M AUM | 0.12% | $559,120 | 4.6K | Q3 2025OLDER |
| MOTIVE WEALTH ADVISORS$213M AUM | 0.12% | $259,746 | 2.4K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.12% | $189,687 | 1.6K | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.12% | $19M | 170.8K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.12% | $24M | 218.6K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.12% | $569M | 5.18M | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.12% | $7M | 59.4K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.12% | $218,756 | 2.0K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.12% | $272,454 | 2.5K | Q2 2026 |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.12% | $394,970 | 3.6K | Q1 2026OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.12% | $303,549 | 2.4K | Q2 2026 |
| Compass Ion Advisors, LLC$1.0B AUM | 0.12% | $1M | 11.1K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 0.12% | $573,163 | 4.5K | Q2 2026 |
| Berman McAleer LLC$733M AUM | 0.11% | $840,335 | 7.7K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.11% | $912,516 | 7.5K | Q4 2025OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.11% | $401,027 | 3.7K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.11% | $36M | 330.9K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.11% | $341,246 | 3.1K | Q1 2026OLDER |
| CWC Advisors, LLC.$210M AUM | 0.11% | $231,336 | 2.1K | Q1 2026OLDER |
| Thomasville National Bank$1.6B AUM | 0.11% | $2M | 14.6K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.11% | $3M | 26.3K | Q2 2026 |
| Chokshi & Queen Wealth Advisors, Inc$187M AUM | 0.11% | $205,573 | 1.7K | Q3 2025OLDER |
| Caitlin John, LLC$167M AUM | 0.11% | $181,318 | 1.7K | Q1 2026OLDER |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.11% | $688,305 | 6.3K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.11% | $23M | 210.6K | Q1 2026OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.11% | $488,106 | 3.8K | Q2 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.11% | $2M | 16.2K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.11% | $221M | 2.08M | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.11% | $1M | 9.1K | Q2 2026 |
| Stone House Investment Management, LLC$558M AUM | 0.11% | $588,267 | 5.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.11% | $342M | 3.11M | Q1 2026OLDER |
| SWMG, LLC$350M AUM | 0.10% | $345,458 | 2.8K | Q3 2025OLDER |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.10% | $426,689 | 3.3K | Q2 2026 |
| Financial Freedom, LLC$201M AUM | 0.10% | $207,842 | 1.9K | Q1 2026OLDER |
| Bawa N Mallick Trust$244M AUM | 0.10% | $252,287 | 2.3K | Q1 2026OLDER |
| Equita Financial Network, Inc.$318M AUM | 0.10% | $342,298 | 2.8K | Q4 2025OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.10% | $6M | 54.3K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.10% | $515,104 | 4.7K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 0.10% | $955,279 | 7.5K | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.10% | $50M | 457.1K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.10% | $21M | 189.2K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.10% | $374,754 | 3.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.10% | $58M | 588.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.10% | $436M | 3.98M | Q1 2026OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.10% | $144,318 | 1.3K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.10% | $13M | 122.5K | Q1 2026OLDER |
| Impact Capital Partners LLC$367M AUM | 0.10% | $363,492 | 2.8K | Q2 2026 |
| Forza Wealth Management, LLC$287M AUM | 0.10% | $283,478 | 2.6K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.10% | $423,733 | 3.9K | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 0.10% | $599,859 | 5.0K | Q3 2025OLDER |
| Whitcomb & Hess, Inc.$463M AUM | 0.10% | $375,840 | 3.1K | Q3 2025OLDER |
| A&I FINANCIAL SERVICES, LLC$230M AUM | 0.10% | $202,105 | 1.7K | Q4 2025OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.10% | $1M | 9.9K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.10% | $6M | 54.1K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.09% | $2M | 18.9K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.09% | $283,530 | 2.6K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.09% | $447,217 | 3.6K | Q2 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.09% | $5M | 46.3K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 0.09% | $380,824 | 3.2K | Q3 2025OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.09% | $4M | 37.4K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.09% | $1M | 12.9K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$234M AUM | 0.09% | $217,277 | 1.7K | Q2 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.09% | $12M | 107.2K | Q1 2026OLDER |
| HAMILTON CAPITAL PARTNERS, LLC$320M AUM | 0.09% | $294,189 | 2.7K | Q1 2026OLDER |
| PATRON PARTNERS, LLC$226M AUM | 0.09% | $207,334 | 1.9K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.09% | $941,905 | 8.6K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.09% | $4M | 35.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.09% | $465M | 4.24M | Q2 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.09% | $262,155 | 2.4K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.09% | $1M | 11.2K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.09% | $554,373 | 5.1K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.09% | $6M | 57.2K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.08% | $232,486 | 1.8K | Q2 2026 |
| Regent Peak Wealth Advisors LLC$490M AUM | 0.08% | $413,862 | 3.8K | Q1 2026OLDER |
| Trellis Wealth Advisors LLC$263M AUM | 0.08% | $215,599 | 1.8K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.08% | $30M | 275.2K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.08% | $175,504 | 1.6K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.08% | $516,825 | 4.3K | Q3 2025OLDER |
| Ignite Planners, LLC$648M AUM | 0.08% | $526,512 | 4.3K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.08% | $264,243 | 2.4K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.08% | $3M | 20.9K | Q4 2025OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.08% | $780,445 | 7.1K | Q1 2026OLDER |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.08% | $14M | 131.3K | Q1 2026OLDER |
| Park Edge Advisors, LLC$434M AUM | 0.08% | $343,659 | 3.1K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.08% | $107,057 | 976 | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.08% | $464,098 | 4.2K | Q1 2026OLDER |
| Grant Street Asset Management, Inc.$519M AUM | 0.08% | $400,615 | 3.7K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.08% | $2M | 16.6K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.08% | $719,121 | 6.6K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.08% | $6M | 56.3K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.08% | $4M | 31.0K | Q2 2026 |
| Wedmont Private Capital$3.1B AUM | 0.08% | $2M | 20.4K | Q1 2026OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.07% | $6M | 44.6K | Q2 2026 |
| Quantum Financial Planning Services, Inc.$278M AUM | 0.07% | $205,879 | 1.7K | Q4 2025OLDER |
| SFAM, LLC$108M AUM | 0.07% | $79,635 | 726 | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.07% | $3M | 26.1K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.07% | $111,116 | 1.0K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.07% | $2M | 14.3K | Q2 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.07% | $2M | 20.7K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.07% | $1M | 12.4K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.07% | $1M | 11.2K | Q4 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.07% | $308,668 | 2.8K | Q1 2026OLDER |
| Veracity Capital LLC$280M AUM | 0.07% | $234,491 | 1.9K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.07% | $2M | 22.3K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.07% | $9M | 82.1K | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 0.07% | $243,500 | 2.0K | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.07% | $4M | 40.7K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.07% | $2M | 17.4K | Q2 2026 |
| Fairvoy Private Wealth, LLC$419M AUM | 0.07% | $283,220 | 2.6K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.07% | $3M | 19.9K | Q2 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.07% | $3M | 30.4K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.07% | $1M | 10.0K | Q1 2026OLDER |
| Ellenbecker Investment Group$743M AUM | 0.07% | $495,247 | 4.5K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.07% | $1M | 9.6K | Q2 2026 |
| Sicart Associates LLC$389M AUM | 0.07% | $253,713 | 2.3K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.07% | $18M | 162.3K | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 0.07% | $195,287 | 1.6K | Q1 2026OLDER |
| Snider Financial Group$331M AUM | 0.06% | $213,676 | 1.9K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.06% | $513,343 | 4.7K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.06% | $186,034 | 1.7K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.06% | $931,049 | 8.5K | Q1 2026OLDER |
| Second Line Capital, LLC$528M AUM | 0.06% | $336,117 | 2.7K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.06% | $191,848 | 1.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.06% | $1.1B | 8.66M | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.06% | $192,397 | 1.8K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.06% | $73,054 | 666 | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.06% | $1M | 12.8K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.06% | $846,401 | 7.7K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.06% | $265,040 | 2.4K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.06% | $1M | 11.7K | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.06% | $12M | 112.7K | Q1 2026OLDER |
| MATRIX ASSET ADVISORS INC/NY$1.1B AUM | 0.06% | $669,109 | 6.1K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.06% | $3M | 25.5K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.06% | $375,022 | 2.9K | Q2 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.06% | $1M | 13.0K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.06% | $287,936 | 2.6K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.06% | $105M | 960.4K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.06% | $368,778 | 3.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.06% | $16M | 145.7K | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.06% | $244,170 | 2.2K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 0.06% | $462,343 | 4.2K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 0.06% | $548,450 | 5.0K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.06% | $51M | 464.8K | Q1 2026OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.06% | $3M | 26.3K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.06% | $7M | 67.6K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.06% | $175,504 | 1.6K | Q1 2026OLDER |
| Emerald Advisors, LLC$808M AUM | 0.06% | $472,765 | 4.3K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.06% | $393,553 | 3.3K | Q3 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.06% | $2M | 22.5K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.06% | $8M | 64.0K | Q4 2025OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.06% | $4M | 36.2K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.06% | $829,785 | 7.6K | Q1 2026OLDER |
| United Capital Management of KS, Inc.$660M AUM | 0.06% | $374,043 | 3.4K | Q1 2026OLDER |
| MYCIO WEALTH PARTNERS, LLC$502M AUM | 0.06% | $282,592 | 2.6K | Q1 2026OLDER |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 0.06% | $205,758 | 1.7K | Q4 2025OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.06% | $484,509 | 4.4K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.