VANGUARD SCOTTSDALE FDS
CUSIP 92206C706
Vanguard Scottsdale Fds has 949 institutional holders in Filings Flow’s 13F database, together reporting 539.47M shares worth $29.9B as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Bank Of America Corp /De/, and Empower Advisory Group, LLC.
Institutional Holders
949
Q1 2026
Reported Value
$29.9B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Heritage Financial Services, LLC$1.2B AUM | 26.03% | $312M | 5.20M | Q4 2025OLDER |
| Gitterman Wealth Management, LLC$436M AUM | 19.27% | $84M | 1.40M | Q3 2025OLDER |
| LIBRA WEALTH LLC$355M AUM | 18.23% | $65M | 1.09M | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 15.81% | $34M | 571.0K | Q2 2026 |
| Nova R Wealth, Inc.$313M AUM | 12.86% | $40M | 676.7K | Q1 2026OLDER |
| Emprise Bank$271M AUM | 12.52% | $34M | 576.1K | Q2 2026 |
| MASTER'S WEALTH MANAGEMENT INC.$295M AUM | 12.40% | $37M | 614.6K | Q1 2026OLDER |
| Cliffwater LLC$377M AUM | 12.18% | $46M | 772.0K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 12.14% | $1.1B | 19.25M | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 12.12% | $387M | 6.49M | Q1 2026OLDER |
| Kondo Wealth Advisors, Inc.$266M AUM | 10.43% | $28M | 465.4K | Q1 2026OLDER |
| HBE Wealth Management, LLC$115M AUM | 10.41% | $12M | 200.5K | Q1 2026OLDER |
| Alaethes Wealth, LLC$351M AUM | 10.21% | $36M | 601.9K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 9.96% | $135M | 2.30M | Q2 2026 |
| NEPC LLC$5.0B AUM | 9.65% | $485M | 8.14M | Q1 2026OLDER |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 9.37% | $39M | 655.8K | Q2 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 9.30% | $62M | 1.04M | Q1 2026OLDER |
| MilWealth Group LLC$420M AUM | 9.01% | $38M | 635.4K | Q1 2026OLDER |
| Longview Financial Advisors LLC$184M AUM | 8.91% | $16M | 275.5K | Q1 2026OLDER |
| Belleair Asset Management, LLC$110M AUM | 8.78% | $10M | 161.6K | Q1 2026OLDER |
| Summitas Investment Management LLC$133M AUM | 8.73% | $12M | 193.7K | Q1 2026OLDER |
| North Ridge Wealth Advisors, Inc.$178M AUM | 8.26% | $15M | 246.6K | Q1 2026OLDER |
| Evergreen Advisors, LLC$426M AUM | 8.12% | $35M | 580.5K | Q1 2026OLDER |
| Aznar Financial Advisors, LLC$104M AUM | 8.11% | $8M | 140.8K | Q4 2025OLDER |
| 25 LLC$324M AUM | 7.89% | $26M | 429.9K | Q1 2026OLDER |
| Newport Capital Group, LLC$164M AUM | 7.88% | $13M | 217.2K | Q1 2026OLDER |
| Miller Investment Management, LP$1.0B AUM | 7.84% | $79M | 1.33M | Q1 2026OLDER |
| Strategic Financial Services, Inc.$2.1B AUM | 7.66% | $161M | 2.70M | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 7.59% | $12M | 201.9K | Q1 2026OLDER |
| Towneley Capital Management, Inc / DE$478M AUM | 7.45% | $36M | 598.2K | Q1 2026OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 7.09% | $51M | 862.9K | Q1 2026OLDER |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 6.99% | $9M | 148.7K | Q1 2026OLDER |
| DORVAL Corp$322M AUM | 6.82% | $22M | 369.1K | Q1 2026OLDER |
| CogentBlue Wealth Advisors, LLC$149M AUM | 6.64% | $10M | 165.8K | Q1 2026OLDER |
| Whelan Financial$322M AUM | 6.58% | $21M | 356.1K | Q1 2026OLDER |
| Cravens & Co Advisors, LLC$154M AUM | 6.46% | $10M | 166.9K | Q1 2026OLDER |
| CROBAN$213M AUM | 6.39% | $14M | 228.2K | Q1 2026OLDER |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 6.33% | $19M | 311.1K | Q1 2026OLDER |
| Five Pine Wealth Management$161M AUM | 6.32% | $10M | 170.8K | Q1 2026OLDER |
| Tanglewood Wealth Management, Inc.$1.2B AUM | 6.32% | $76M | 1.28M | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 6.25% | $24M | 400.0K | Q1 2026OLDER |
| Peirce Capital Management, LLC$256M AUM | 6.20% | $16M | 266.2K | Q1 2026OLDER |
| ATX Financial Planning, LLC$132M AUM | 6.16% | $8M | 136.1K | Q1 2026OLDER |
| Hassell Wealth Management, LLC$298M AUM | 6.11% | $18M | 305.9K | Q1 2026OLDER |
| Sharp Wealth Advisory, LLC$203M AUM | 6.09% | $12M | 207.2K | Q1 2026OLDER |
| Financial Architects, LLC$190M AUM | 6.04% | $11M | 192.3K | Q1 2026OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 6.02% | $107M | 1.80M | Q1 2026OLDER |
| BlueSky Wealth Advisors, LLC$777M AUM | 5.99% | $47M | 781.4K | Q1 2026OLDER |
| BluePrint Investing LLC$126M AUM | 5.87% | $7M | 123.8K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 5.86% | $37M | 621.5K | Q1 2026OLDER |
| AMI INVESTMENT MANAGEMENT INC$445M AUM | 5.82% | $26M | 434.7K | Q1 2026OLDER |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 5.82% | $365M | 6.12M | Q2 2026 |
| Wealth Analytics Partners, LLC$246M AUM | 5.80% | $14M | 239.4K | Q1 2026OLDER |
| Roth Financial Partners LLC$293M AUM | 5.76% | $17M | 283.2K | Q1 2026OLDER |
| Morling Financial Advisors, LLC$325M AUM | 5.74% | $19M | 313.6K | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 5.74% | $15M | 256.1K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 5.69% | $129M | 2.16M | Q1 2026OLDER |
| Shotwell Rutter Baer Inc$170M AUM | 5.68% | $10M | 162.2K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 5.61% | $10M | 175.9K | Q1 2026OLDER |
| Vernal Point Advisors, LLC$246M AUM | 5.59% | $14M | 230.9K | Q1 2026OLDER |
| Permanent Capital Management, LP$643M AUM | 5.49% | $35M | 595.8K | Q1 2026OLDER |
| HMV Wealth Advisors, LLC$213M AUM | 5.46% | $12M | 195.0K | Q1 2026OLDER |
| United Wealth Management, LLC$402M AUM | 5.41% | $22M | 365.6K | Q1 2026OLDER |
| Dynamic Wealth Strategies, LLC$173M AUM | 5.18% | $9M | 150.4K | Q1 2026OLDER |
| Axos Invest Inc.$132M AUM | 5.15% | $7M | 114.4K | Q1 2026OLDER |
| Vistica Wealth Advisors, LLC$100M AUM | 5.04% | $5M | 84.9K | Q1 2026OLDER |
| Lauer Wealth, LLC$126M AUM | 5.02% | $6M | 106.0K | Q1 2026OLDER |
| Aurdan Capital Management, LLC$333M AUM | 5.01% | $17M | 280.5K | Q1 2026OLDER |
| Beacon Bank & Trust$518M AUM | 5.01% | $26M | 440.1K | Q2 2026 |
| Blue Trust, Inc.$8.7B AUM | 4.93% | $431M | 7.24M | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 4.89% | $5M | 89.5K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 4.76% | $472M | 7.93M | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 4.62% | $5M | 85.6K | Q1 2026OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 4.55% | $54M | 909.7K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 4.47% | $20M | 339.4K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 4.45% | $22M | 361.2K | Q1 2026OLDER |
| Friday Financial$373M AUM | 4.44% | $17M | 282.9K | Q2 2026 |
| SimpliFi, Inc.$238M AUM | 4.41% | $11M | 176.4K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 4.40% | $20M | 329.1K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 4.40% | $165M | 2.80M | Q2 2026 |
| Portland Global Advisors LLC$938M AUM | 4.24% | $40M | 667.7K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.6B AUM | 4.16% | $68M | 1.14M | Q1 2026OLDER |
| Pathway Financial Advisors LLC$857M AUM | 4.10% | $35M | 597.9K | Q2 2026 |
| BSW Wealth Partners$819M AUM | 4.04% | $33M | 555.9K | Q1 2026OLDER |
| Squire Investment Management Company, LLC$360M AUM | 3.97% | $14M | 239.8K | Q1 2026OLDER |
| ROGCO, LP$300M AUM | 3.95% | $12M | 198.7K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 3.94% | $26M | 429.2K | Q1 2026OLDER |
| Capstone Wealth Management, LLC$143M AUM | 3.90% | $6M | 93.9K | Q1 2026OLDER |
| JDH Wealth Management, LLC$148M AUM | 3.89% | $6M | 97.0K | Q1 2026OLDER |
| POWER WEALTH MANAGEMENT LLC$269M AUM | 3.87% | $10M | 174.6K | Q1 2026OLDER |
| FINANCIAL ADVISORY PARTNERS, LLC$354M AUM | 3.81% | $13M | 226.5K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 3.80% | $11M | 181.6K | Q1 2026OLDER |
| Sellwood Investment Partners LLC$254M AUM | 3.75% | $10M | 159.7K | Q1 2026OLDER |
| MAYPORT, LLC$538M AUM | 3.68% | $20M | 332.3K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 3.65% | $1.4B | 23.60M | Q1 2026OLDER |
| Silverleafe Capital Partners, LLC$367M AUM | 3.65% | $13M | 226.8K | Q2 2026 |
| Seaside Wealth Management, Inc.$356M AUM | 3.64% | $13M | 217.6K | Q1 2026OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 3.62% | $40M | 676.8K | Q1 2026OLDER |
| CORE WEALTH ADVISORS, LLC$130M AUM | 3.61% | $5M | 78.9K | Q1 2026OLDER |
| PEOPLES BANK /OH$163M AUM | 3.57% | $6M | 97.6K | Q1 2026OLDER |
| CWC Advisors, LLC.$210M AUM | 3.52% | $7M | 124.2K | Q1 2026OLDER |
| Impact Investors, Inc$144M AUM | 3.49% | $5M | 84.4K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 3.45% | $7M | 112.4K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6.8B AUM | 3.43% | $234M | 3.94M | Q1 2026OLDER |
| Downshift Financial, LLC$193M AUM | 3.41% | $7M | 110.8K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 3.37% | $7M | 111.6K | Q1 2026OLDER |
| LifePlan Financial, LLC$135M AUM | 3.37% | $5M | 76.6K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 3.36% | $20M | 331.5K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 3.34% | $4M | 66.0K | Q4 2025OLDER |
| Kaufman Rossin Wealth, LLC$174M AUM | 3.31% | $6M | 96.9K | Q1 2026OLDER |
| RoundAngle Advisors LLC$134M AUM | 3.25% | $4M | 73.1K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 3.16% | $15M | 256.4K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 3.08% | $178M | 3.00M | Q1 2026OLDER |
| Evergreen Wealth Partners LLC$131M AUM | 3.08% | $4M | 67.7K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 2.98% | $28M | 467.9K | Q2 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 2.97% | $43M | 713.8K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 2.93% | $5M | 78.4K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 2.85% | $23M | 383.0K | Q1 2026OLDER |
| Buska Wealth Management, LLC$249M AUM | 2.79% | $7M | 116.5K | Q1 2026OLDER |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$350M AUM | 2.78% | $10M | 163.0K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 2.78% | $4M | 70.6K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 2.77% | $4M | 61.0K | Q1 2026OLDER |
| Tandem Investment Partners LLC$118M AUM | 2.74% | $3M | 54.2K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 2.63% | $43M | 716.7K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 2.58% | $42M | 711.4K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 2.56% | $82M | 1.37M | Q1 2026OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 2.55% | $76M | 1.27M | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 2.53% | $7M | 109.3K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 2.52% | $48M | 800.1K | Q1 2026OLDER |
| Hara Capital LLC$200M AUM | 2.49% | $5M | 83.7K | Q1 2026OLDER |
| RKL Wealth Management LLC$1.1B AUM | 2.47% | $28M | 461.9K | Q1 2026OLDER |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 2.46% | $27M | 445.4K | Q4 2025OLDER |
| Macco Financial Group, Inc.$132M AUM | 2.46% | $3M | 54.5K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 2.44% | $38M | 636.0K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 2.44% | $7M | 113.2K | Q1 2026OLDER |
| Gleason Group, Inc.$1.0B AUM | 2.43% | $25M | 412.2K | Q1 2026OLDER |
| CVS HEALTH Corp$212M AUM | 2.38% | $5M | 85.0K | Q1 2026OLDER |
| Plan A Wealth LLC$209M AUM | 2.34% | $5M | 82.1K | Q1 2026OLDER |
| Jordan Park Group LLC$1.9B AUM | 2.34% | $44M | 738.7K | Q1 2026OLDER |
| Marion Wealth Management$451M AUM | 2.31% | $10M | 175.1K | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 2.31% | $6M | 96.4K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 2.30% | $10M | 169.6K | Q1 2026OLDER |
| Enclave Advisors LLC$729M AUM | 2.24% | $16M | 274.5K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 2.22% | $187M | 3.14M | Q1 2026OLDER |
| Hilton Capital Management, LLC$1.3B AUM | 2.20% | $29M | 489.7K | Q1 2026OLDER |
| Prime Buchholz LLC$191M AUM | 2.17% | $4M | 69.6K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 2.17% | $2M | 41.5K | Q1 2026OLDER |
| Nolet Wealth Management, LLC$176M AUM | 2.16% | $4M | 63.7K | Q1 2026OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 2.15% | $14M | 240.0K | Q1 2026OLDER |
| Collaborative Fund Advisors, LLC$162M AUM | 2.10% | $3M | 57.2K | Q1 2026OLDER |
| Oath Planning, LLC$113M AUM | 2.09% | $2M | 39.6K | Q1 2026OLDER |
| TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM | 2.09% | $26M | 433.8K | Q1 2026OLDER |
| Kassira Wealth Management LLC$109M AUM | 2.09% | $2M | 38.3K | Q1 2026OLDER |
| Tillman Hartley LLC$398M AUM | 2.09% | $8M | 139.7K | Q1 2026OLDER |
| McCartney Wealth Management LLC$119M AUM | 2.05% | $2M | 40.9K | Q1 2026OLDER |
| Graetz Wealth LLC$112M AUM | 2.03% | $2M | 38.1K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 2.00% | $4M | 72.8K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 1.97% | $93M | 1.73M | Q2 2026 |
| Beverly Hills Private Wealth, LLC$600M AUM | 1.97% | $12M | 198.2K | Q1 2026OLDER |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 1.87% | $6M | 101.2K | Q2 2026 |
| Roundview Capital LLC$1.6B AUM | 1.86% | $30M | 500.6K | Q1 2026OLDER |
| Mittelman Wealth Management$160M AUM | 1.85% | $3M | 50.0K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 1.85% | $28M | 464.0K | Q1 2026OLDER |
| Adams Wealth Management$455M AUM | 1.85% | $8M | 141.2K | Q1 2026OLDER |
| Capital Investment Services of America, Inc.$958M AUM | 1.84% | $18M | 295.7K | Q1 2026OLDER |
| Orcam Financial Group$141M AUM | 1.79% | $3M | 42.2K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 1.78% | $98M | 1.65M | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 1.77% | $9M | 154.0K | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 1.76% | $5M | 86.3K | Q2 2026 |
| PYA Waltman Capital, LLC$361M AUM | 1.75% | $6M | 105.7K | Q1 2026OLDER |
| Evansbrook LLC$150M AUM | 1.74% | $3M | 43.8K | Q2 2026 |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 1.74% | $87M | 1.46M | Q1 2026OLDER |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 1.72% | $6M | 95.4K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 1.71% | $354M | 5.94M | Q1 2026OLDER |
| BENNINGFIELD FINANCIAL ADVISORS, LLC$127M AUM | 1.68% | $2M | 35.8K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 1.67% | $22M | 376.6K | Q1 2026OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 1.67% | $3M | 55.4K | Q1 2026OLDER |
| Brickley Wealth Management$583M AUM | 1.62% | $9M | 158.5K | Q1 2026OLDER |
| CLARIS ADVISORS, LLC / MO /$334M AUM | 1.61% | $5M | 90.5K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 1.51% | $32M | 544.6K | Q1 2026OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 1.50% | $7M | 123.4K | Q1 2026OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 1.46% | $39M | 652.5K | Q1 2026OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 1.46% | $30M | 508.9K | Q1 2026OLDER |
| TRB Wealth Management, LLC$704M AUM | 1.43% | $10M | 169.5K | Q1 2026OLDER |
| Lauterbach Financial Advisors, LLC$205M AUM | 1.42% | $3M | 48.8K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 1.39% | $17M | 283.5K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 1.39% | $16M | 260.5K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 1.38% | $3M | 49.0K | Q1 2026OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 1.35% | $4M | 60.5K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 1.34% | $4M | 70.4K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 1.34% | $8M | 142.2K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 1.33% | $25M | 411.5K | Q1 2026OLDER |
| Auour Investments LLC$318M AUM | 1.33% | $4M | 70.8K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 1.31% | $4M | 70.8K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 1.30% | $6M | 108.7K | Q2 2026 |
| Souders Financial Advisors$876M AUM | 1.28% | $11M | 188.3K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 1.27% | $26M | 439.2K | Q4 2025OLDER |
| OneAscent Wealth Management LLC$302M AUM | 1.27% | $4M | 64.3K | Q1 2026OLDER |
| REDW Wealth LLC$251M AUM | 1.26% | $3M | 53.2K | Q1 2026OLDER |
| FLOYD FINANCIAL GROUP LLC$150M AUM | 1.25% | $2M | 31.5K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 1.25% | $2M | 27.6K | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 1.25% | $3M | 50.1K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 1.24% | $29M | 488.9K | Q2 2026 |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 1.22% | $4M | 65.3K | Q1 2026OLDER |
| Avise Financial Cooperative, Inc.$121M AUM | 1.21% | $1M | 24.6K | Q1 2026OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 1.21% | $34M | 568.7K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 1.19% | $4M | 68.0K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 1.18% | $3M | 43.4K | Q1 2026OLDER |
| MIDDLETON & CO INC/MA$877M AUM | 1.16% | $10M | 171.5K | Q1 2026OLDER |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 1.16% | $2M | 31.6K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 1.14% | $3M | 51.5K | Q1 2026OLDER |
| IRON Financial LLC$229M AUM | 1.14% | $3M | 43.7K | Q1 2026OLDER |
| BAKER BOYER NATIONAL BANK$333M AUM | 1.11% | $4M | 62.3K | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 1.10% | $7M | 112.0K | Q1 2026OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 1.09% | $15M | 252.7K | Q1 2026OLDER |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 1.07% | $21M | 347.3K | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 1.05% | $2M | 30.5K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 1.05% | $85M | 1.43M | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 1.04% | $29M | 486.7K | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 1.04% | $3M | 54.1K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 1.03% | $9M | 151.0K | Q1 2026OLDER |
| Dai-ichi Life Holdings, Inc.$104M AUM | 1.02% | $1M | 17.6K | Q3 2025OLDER |
| Ares Financial Consulting, LLC$139M AUM | 1.01% | $1M | 24.0K | Q2 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 1.00% | $4M | 69.2K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 1.00% | $89M | 1.50M | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.99% | $6M | 101.3K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 0.99% | $916,555 | 15.3K | Q1 2026OLDER |
| Walker Financial Services, Inc.$292M AUM | 0.99% | $3M | 48.4K | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 0.98% | $63M | 1.06M | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 0.97% | $8M | 137.0K | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 0.96% | $2M | 38.5K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 0.95% | $2M | 34.3K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.92% | $1M | 23.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.92% | $824M | 13.84M | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.90% | $18M | 301.5K | Q1 2026OLDER |
| Artesa Financial Group, LLC$105M AUM | 0.89% | $938,225 | 15.8K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.89% | $14M | 229.7K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.89% | $55M | 917.7K | Q1 2026OLDER |
| Kensington Asset Management, LLC$1.8B AUM | 0.88% | $16M | 270.1K | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 0.84% | $6M | 97.6K | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 0.83% | $4M | 65.5K | Q1 2026OLDER |
| Blume Capital Management, Inc.$588M AUM | 0.82% | $5M | 80.6K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.81% | $3M | 46.0K | Q1 2026OLDER |
| SHAYNE & JACOBS, LLC$337M AUM | 0.80% | $3M | 46.0K | Q2 2026 |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.80% | $4M | 59.4K | Q2 2026 |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 0.79% | $4M | 69.4K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.79% | $11M | 191.1K | Q1 2026OLDER |
| Schulz Wealth, LTD.$156M AUM | 0.78% | $1M | 20.4K | Q4 2025OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.78% | $5M | 89.7K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.78% | $7M | 114.1K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.78% | $1.1B | 19.20M | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.75% | $2M | 38.0K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 0.74% | $10M | 169.2K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 0.74% | $4M | 63.1K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.74% | $2M | 36.0K | Q1 2026OLDER |
| Garde Capital, Inc.$1.7B AUM | 0.71% | $12M | 198.4K | Q1 2026OLDER |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.70% | $4M | 74.6K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.69% | $48M | 804.4K | Q1 2026OLDER |
| TIFF ADVISORY SERVICES, LLC$444M AUM | 0.68% | $3M | 50.8K | Q1 2026OLDER |
| Cornerstone Wealth Advisors, Inc.$434M AUM | 0.68% | $3M | 49.4K | Q1 2026OLDER |
| LeConte Wealth Management, LLC$155M AUM | 0.67% | $1M | 17.5K | Q1 2026OLDER |
| Stonehearth Capital Management, LLC$293M AUM | 0.66% | $2M | 32.9K | Q2 2026 |
| D.B. Root & Company, LLC$419M AUM | 0.66% | $3M | 46.5K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.65% | $5M | 89.0K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.65% | $30M | 504.8K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.64% | $2M | 25.4K | Q1 2026OLDER |
| Oasis Advisors, LLC$509M AUM | 0.62% | $3M | 795.0K | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.62% | $9M | 152.7K | Q1 2026OLDER |
| GRANITE ISLANDS PRIVATE WEALTH, LLC$109M AUM | 0.61% | $662,603 | 11.1K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.59% | $1M | 18.5K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.58% | $41M | 692.7K | Q1 2026OLDER |
| Hirtle & Co., LLC$2.9B AUM | 0.58% | $17M | 284.1K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.57% | $10M | 172.8K | Q1 2026OLDER |
| Hegarty Advisors, LLC$127M AUM | 0.57% | $724,960 | 12.2K | Q1 2026OLDER |
| Clarion Wealth Managment Partners, LLC$110M AUM | 0.57% | $626,098 | 10.5K | Q1 2026OLDER |
| Titan Investment Management LLC$113M AUM | 0.56% | $639,874 | 10.7K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.56% | $28M | 475.2K | Q1 2026OLDER |
| Whitcomb & Hess, Inc.$463M AUM | 0.55% | $3M | 42.9K | Q2 2026 |
| Essex Bank$452M AUM | 0.54% | $2M | 40.9K | Q1 2026OLDER |
| AXS Investments LLC$290M AUM | 0.54% | $2M | 26.1K | Q1 2026OLDER |
| Tenon Financial LLC$255M AUM | 0.53% | $1M | 22.7K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.52% | $4M | 67.2K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.50% | $609,197 | 10.3K | Q1 2026OLDER |
| Laraway Financial Advisors Inc$142M AUM | 0.50% | $706,960 | 11.9K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.48% | $1M | 25.1K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.48% | $32M | 544.1K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.48% | $16M | 265.9K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.48% | $4M | 75.0K | Q1 2026OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 0.48% | $535,303 | 9.1K | Q2 2026 |
| BETO FINANCIAL GROUP, LLC$171M AUM | 0.48% | $816,921 | 13.8K | Q1 2026OLDER |
| Human Investing LLC$687M AUM | 0.48% | $3M | 54.9K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.48% | $10M | 164.9K | Q3 2025OLDER |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC.$419M AUM | 0.47% | $2M | 33.1K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.45% | $2M | 34.7K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.45% | $721,698 | 12.1K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.45% | $1M | 20.3K | Q1 2026OLDER |
| Parkwoods Wealth Partners, LLC$408M AUM | 0.45% | $2M | 30.8K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.45% | $4M | 58.9K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.45% | $835,788 | 14.0K | Q1 2026OLDER |
| Western Reserve Capital Management, LLC$122M AUM | 0.44% | $542,143 | 9.1K | Q1 2026OLDER |
| LCNB CORP$297M AUM | 0.44% | $1M | 22.1K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.44% | $25M | 414.9K | Q1 2026OLDER |
| Powers Advisory Group, LLC$284M AUM | 0.44% | $1M | 20.7K | Q1 2026OLDER |
| Disciplined Investments, LLC$279M AUM | 0.43% | $1M | 20.3K | Q1 2026OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.43% | $2M | 26.7K | Q4 2025OLDER |
| LJI Wealth Management, LLC$626M AUM | 0.43% | $3M | 45.5K | Q1 2026OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 0.43% | $833,283 | 14.0K | Q1 2026OLDER |
| Madrid Wealth Management, LLC$133M AUM | 0.43% | $563,522 | 9.5K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.42% | $8M | 137.9K | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 0.42% | $2M | 27.4K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.42% | $25M | 416.2K | Q1 2026OLDER |
| Carter Financial Group, INC.$162M AUM | 0.41% | $669,497 | 11.2K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 0.41% | $532,517 | 8.9K | Q4 2025OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.41% | $10M | 169.9K | Q2 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.41% | $462,882 | 7.8K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.40% | $591,269 | 9.9K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.40% | $285M | 4.78M | Q1 2026OLDER |
| HANOVER ADVISORS INC$246M AUM | 0.39% | $960,720 | 16.1K | Q1 2026OLDER |
| Forza Wealth Management, LLC$287M AUM | 0.39% | $1M | 18.8K | Q1 2026OLDER |
| TMB Capital Partners, LLC$297M AUM | 0.39% | $1M | 19.3K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.38% | $2M | 25.3K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.38% | $45M | 752.0K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.38% | $22M | 372.9K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.38% | $707,858 | 11.9K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.38% | $836,758 | 13.9K | Q3 2025OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.37% | $2M | 29.7K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.37% | $3M | 41.8K | Q3 2025OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.37% | $4M | 59.1K | Q4 2025OLDER |
| OneAscent Family Office, LLC$143M AUM | 0.36% | $520,873 | 8.7K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.36% | $1M | 23.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.36% | $4.9B | 83.05M | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.36% | $14M | 236.2K | Q2 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.36% | $3M | 53.8K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.36% | $7M | 115.1K | Q1 2026OLDER |
| E-Wealth Partners, LLC$124M AUM | 0.36% | $444,470 | 7.5K | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.36% | $248M | 4.20M | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.35% | $43M | 726.8K | Q1 2026OLDER |
| Pioneer Wealth Management Group$414M AUM | 0.35% | $1M | 24.5K | Q2 2026 |
| Archer Investment Management, LLC$293M AUM | 0.34% | $1M | 17.0K | Q2 2026 |
| Promus Capital, LLC$157M AUM | 0.34% | $525,022 | 8.7K | Q3 2025OLDER |
| Global Endowment Management, LP$896M AUM | 0.33% | $3M | 44.7K | Q4 2025OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.33% | $460,381 | 7.7K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.33% | $443,767 | 7.5K | Q1 2026OLDER |
| ENTREWEALTH, LLC$223M AUM | 0.33% | $738,301 | 12.4K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.33% | $27M | 448.0K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.33% | $5.1B | 85.78M | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.33% | $3M | 43.3K | Q3 2025OLDER |
| Everest Management Corp.$197M AUM | 0.32% | $638,138 | 10.7K | Q1 2026OLDER |
| Team Hewins, LLC$337M AUM | 0.31% | $1M | 17.6K | Q1 2026OLDER |
| Joel Adams & Associates, Inc.$135M AUM | 0.31% | $417,024 | 7.0K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.31% | $31M | 520.4K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.30% | $28M | 464.1K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.30% | $4M | 74.7K | Q4 2025OLDER |
| E&G Advisors, LP$449M AUM | 0.30% | $1M | 22.7K | Q1 2026OLDER |
| Arena Capital Advisors, LLC- CA$200M AUM | 0.30% | $595,500 | 10.0K | Q1 2026OLDER |
| Chandler Asset Management, Inc.$659M AUM | 0.30% | $2M | 33.0K | Q1 2026OLDER |
| Horizon Family Wealth, Inc.$189M AUM | 0.30% | $559,433 | 9.4K | Q1 2026OLDER |
| Atala Financial Inc$149M AUM | 0.29% | $425,663 | 7.1K | Q1 2026OLDER |
| ETF Store, Inc.$103M AUM | 0.28% | $288,688 | 4.8K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.28% | $15M | 258.1K | Q1 2026OLDER |
| Constellation Investments, Inc.$3.0B AUM | 0.27% | $8M | 139.0K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.27% | $1M | 20.6K | Q2 2026 |
| WFA of San Diego, LLC$125M AUM | 0.27% | $339,078 | 5.7K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.26% | $3M | 56.8K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.26% | $5M | 77.4K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.26% | $5M | 90.4K | Q1 2026OLDER |
| FAGAN ASSOCIATES, INC.$719M AUM | 0.26% | $2M | 31.5K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 0.26% | $668,635 | 11.2K | Q1 2026OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 0.26% | $4M | 71.4K | Q4 2025OLDER |
| Caitlin John, LLC$167M AUM | 0.26% | $431,321 | 7.2K | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 0.26% | $857,781 | 14.4K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.26% | $4M | 70.4K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.25% | $1M | 18.7K | Q1 2026OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.25% | $76M | 1.28M | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.25% | $4M | 68.5K | Q1 2026OLDER |
| Traub Capital Management LLC$101M AUM | 0.25% | $248,324 | 4.2K | Q1 2026OLDER |
| Connecticut Capital Management Group, LLC$106M AUM | 0.24% | $254,883 | 4.3K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.24% | $5M | 79.9K | Q1 2026OLDER |
| Keeler Thomas Management LLC$236M AUM | 0.24% | $564,494 | 9.5K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.24% | $2M | 30.3K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.24% | $727,881 | 12.1K | Q4 2025OLDER |
| Ignite Planners, LLC$648M AUM | 0.23% | $2M | 25.2K | Q1 2026OLDER |
| SWS Partners$405M AUM | 0.23% | $941,139 | 15.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.23% | $114M | 1.91M | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.23% | $4M | 67.4K | Q1 2026OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 0.23% | $2M | 31.2K | Q3 2025OLDER |
| Gibraltar Capital Management, Inc.$581M AUM | 0.23% | $1M | 22.1K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.23% | $1M | 23.5K | Q2 2026 |
| Hikari Tsushin, Inc.$1.5B AUM | 0.23% | $3M | 55.0K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.22% | $10M | 168.8K | Q4 2025OLDER |
| IVC Wealth Advisors LLC$230M AUM | 0.22% | $514,750 | 8.6K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.22% | $659,755 | 11.1K | Q1 2026OLDER |
| Midwest Financial Partners Investments, Inc.$189M AUM | 0.22% | $418,935 | 7.0K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.22% | $401,134 | 6.7K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.22% | $2M | 32.5K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 0.22% | $625,990 | 10.5K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.22% | $333,104 | 5.6K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.21% | $3M | 53.4K | Q1 2026OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 0.21% | $639,727 | 10.8K | Q1 2026OLDER |
| PRAIRIEVIEW WEALTH PARTNERS, LLC$122M AUM | 0.21% | $258,626 | 4.3K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.21% | $199M | 3.35M | Q1 2026OLDER |
| Bluesphere Advisors LLC$281M AUM | 0.21% | $594,309 | 10.0K | Q1 2026OLDER |
| Winter & Associates, Inc.$133M AUM | 0.21% | $276,380 | 4.7K | Q2 2026 |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 0.21% | $431,976 | 7.3K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.21% | $1M | 18.9K | Q1 2026OLDER |
| InTrack Investment Management Inc$175M AUM | 0.21% | $361,078 | 6.1K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.20% | $661,775 | 11.1K | Q1 2026OLDER |
| Talon Private Wealth, LLC$753M AUM | 0.20% | $2M | 25.4K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.20% | $2M | 30.1K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.20% | $3M | 49.2K | Q1 2026OLDER |
| Victrix Investment Advisors$239M AUM | 0.20% | $546,133 | 9.2K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.20% | $567,383 | 9.5K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.20% | $23M | 389.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.20% | $42M | 701.1K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.19% | $450,627 | 7.6K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 0.19% | $346,748 | 5.8K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.19% | $48M | 807.6K | Q1 2026OLDER |
| Pacific Wealth Management$186M AUM | 0.19% | $398,834 | 6.7K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.18% | $19M | 328.6K | Q1 2026OLDER |
| Core Wealth Partners LLC$215M AUM | 0.18% | $389,144 | 6.5K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.18% | $3M | 57.5K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.18% | $256,661 | 4.3K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.18% | $205,269 | 3.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.18% | $32M | 544.9K | Q1 2026OLDER |
| Pacific Capital Wealth Advisors, Inc.$663M AUM | 0.18% | $1M | 19.7K | Q2 2026 |
| Ameraudi Asset Management, Inc.$184M AUM | 0.17% | $321,749 | 5.4K | Q1 2026OLDER |
| SwitchPoint Financial Planning, LLC$147M AUM | 0.17% | $257,249 | 4.3K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 0.17% | $4M | 68.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.17% | $45M | 761.9K | Q1 2026OLDER |
| SEMITAM BONAM LLC$122M AUM | 0.17% | $209,318 | 3.5K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.17% | $6M | 102.1K | Q1 2026OLDER |
| Astra Wealth Partners LLC$168M AUM | 0.17% | $250,625 | 4.2K | Q3 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.17% | $6M | 98.8K | Q2 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.17% | $2M | 31.1K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 0.16% | $2M | 26.3K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.16% | $4M | 66.6K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.16% | $926,300 | 15.6K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.16% | $807,378 | 13.6K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.16% | $798,472 | 13.4K | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.16% | $2M | 27.8K | Q1 2026OLDER |
| Flagstone Financial Management$403M AUM | 0.16% | $631,944 | 10.6K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.16% | $693,990 | 11.7K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.16% | $4M | 70.9K | Q1 2026OLDER |
| Canandaigua National Trust Co of Florida$125M AUM | 0.15% | $243,915 | 4.1K | Q4 2025OLDER |
| Frankly Finances, LLC$110M AUM | 0.15% | $167,336 | 2.8K | Q1 2026OLDER |
| NORTH DALLAS BANK & TRUST CO$148M AUM | 0.15% | $223,253 | 3.7K | Q1 2026OLDER |
| RFG HOLDINGS, INC.$397M AUM | 0.15% | $581,709 | 9.8K | Q1 2026OLDER |
| Archvest Wealth Advisors, Inc.$155M AUM | 0.15% | $226,230 | 3.8K | Q1 2026OLDER |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC$154M AUM | 0.15% | $224,682 | 3.8K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.15% | $397,278 | 6.7K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 0.14% | $336,696 | 5.7K | Q1 2026OLDER |
| Integrity Investment Advisors, LLC$184M AUM | 0.14% | $259,340 | 4.4K | Q1 2026OLDER |
| Davidson Capital Management Inc.$552M AUM | 0.14% | $641,072 | 10.7K | Q4 2025OLDER |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 0.14% | $636,173 | 10.7K | Q1 2026OLDER |
| High Probability Advisors, LLC$781M AUM | 0.13% | $1M | 16.9K | Q4 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.13% | $21M | 352.2K | Q2 2026 |
| Outlook Wealth Advisors, LLC$413M AUM | 0.13% | $543,000 | 9.2K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.13% | $279,885 | 4.7K | Q1 2026OLDER |
| Inlight Wealth Management, LLC$270M AUM | 0.13% | $350,869 | 5.9K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.13% | $4M | 65.6K | Q1 2026OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 0.13% | $8M | 128.0K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.13% | $2M | 36.6K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 0.12% | $257,494 | 4.3K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.12% | $23M | 393.7K | Q1 2026OLDER |
| Addison Capital Co$562M AUM | 0.12% | $695,306 | 11.7K | Q1 2026OLDER |
| Austin Wealth Management, LLC$440M AUM | 0.12% | $543,716 | 9.2K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 0.12% | $462,586 | 7.8K | Q2 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.12% | $7M | 110.4K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.12% | $409,852 | 6.9K | Q2 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.12% | $3M | 55.4K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.12% | $2M | 38.7K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.12% | $17M | 280.4K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.12% | $883,942 | 14.8K | Q1 2026OLDER |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 0.12% | $188,420 | 3.1K | Q4 2025OLDER |
| Crumly & Associates Inc.$522M AUM | 0.12% | $608,979 | 10.3K | Q2 2026 |
| NerdWallet Wealth Partners, LLC$290M AUM | 0.12% | $337,071 | 5.7K | Q2 2026 |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.12% | $258,172 | 4.3K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.12% | $273,468 | 4.6K | Q1 2026OLDER |
| Hippocratic Financial Advisors, LLC$228M AUM | 0.11% | $261,603 | 4.4K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.11% | $1M | 17.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.11% | $5M | 77.6K | Q4 2025OLDER |
| Kilter Group LLC$232M AUM | 0.11% | $260,115 | 4.4K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.11% | $3M | 46.3K | Q1 2026OLDER |
| ANDERSON HOAGLAND & CO$1.3B AUM | 0.11% | $1M | 23.4K | Q2 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.11% | $3M | 49.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.11% | $101M | 1.69M | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.11% | $412,860 | 6.9K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.11% | $147,149 | 2.5K | Q1 2026OLDER |
| Carl P. Sherr & Co., LLC$213M AUM | 0.11% | $223,848 | 3.8K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.10% | $578,085 | 9.6K | Q4 2025OLDER |
| Financial Council, LLC$259M AUM | 0.10% | $268,485 | 4.5K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.10% | $9M | 142.8K | Q1 2026OLDER |
| Ketron Financial$279M AUM | 0.10% | $282,684 | 4.7K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.10% | $18M | 296.2K | Q1 2026OLDER |
| Peak Retirement Planning, Inc.$501M AUM | 0.10% | $495,491 | 8.3K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.10% | $343,770 | 5.8K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.10% | $343,770 | 5.8K | Q1 2026OLDER |
| WEALTH MANAGEMENT RESOURCES, INC.$287M AUM | 0.10% | $302,551 | 5.0K | Q3 2025OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.10% | $3M | 51.9K | Q1 2026OLDER |
| Estate Counselors, LLC$1.1B AUM | 0.10% | $1M | 18.2K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.