VANGUARD INDEX FDS
CUSIP 922908363
Vanguard Index Fds has 3,805 institutional holders in Filings Flow’s 13F database, together reporting 532.34M shares worth $302.5B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Vanguard Global Advisers, LLC, and California Public Employees Retirement System.
Institutional Holders
3,805
Q1 2026
Reported Value
$302.5B
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 |
|---|---|---|---|---|
| AFBI LP$131M AUM | 100.00% | $131M | 219.5K | Q1 2026OLDER |
| Call To Action Foundation$511M AUM | 100.00% | $511M | 855.3K | Q1 2026OLDER |
| E-L Financial Corp Ltd$1.0B AUM | 100.00% | $1.0B | 1.27M | Q1 2026OLDER |
| Innovator Capital Management, LLC$925M AUM | 99.63% | $922M | 1.54M | Q1 2026OLDER |
| Powers Capital, LLC$212M AUM | 99.10% | $210M | 350.8K | Q1 2026OLDER |
| Pandi, LLC$610M AUM | 98.31% | $600M | 1.00M | Q1 2026OLDER |
| Trans-Canada Capital Inc.$1.4B AUM | 91.24% | $1.3B | 2.12M | Q1 2026OLDER |
| AXIS CAPITAL HOLDINGS LTD$270M AUM | 89.59% | $242M | 405.5K | Q1 2026OLDER |
| GLOBE LIFE INC.$381M AUM | 86.18% | $328M | 549.2K | Q1 2026OLDER |
| FJ Investments, LLC$1.5B AUM | 82.50% | $1.3B | 2.12M | Q1 2026OLDER |
| Fairfield University$200M AUM | 81.33% | $162M | 271.7K | Q1 2026OLDER |
| DUMAC, INC.$820M AUM | 76.96% | $631M | 1.06M | Q1 2026OLDER |
| Stephens Greth Foundation$320M AUM | 69.89% | $224M | 374.2K | Q1 2026OLDER |
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 61.32% | $1.7B | 2.65M | Q4 2025OLDER |
| William Marsh Rice University$221M AUM | 61.19% | $135M | 225.9K | Q1 2026OLDER |
| NEW YORK LIFE INSURANCE CO$491M AUM | 58.77% | $288M | 482.5K | Q1 2026OLDER |
| Liquid Strategies, LLC$465M AUM | 57.57% | $268M | 448.4K | Q1 2026OLDER |
| Angeles Investment Advisors, LLC$1.5B AUM | 56.50% | $841M | 1.41M | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 56.39% | $872M | 1.46M | Q1 2026OLDER |
| First American Financial Corp$370M AUM | 55.20% | $204M | 341.6K | Q1 2026OLDER |
| West Virginia University Foundation, Inc$623M AUM | 52.92% | $330M | 552.1K | Q1 2026OLDER |
| Fidato Wealth LLC$154M AUM | 49.43% | $76M | 127.4K | Q1 2026OLDER |
| Adventist Health System/ West$564M AUM | 48.93% | $300M | 490.5K | Q3 2025OLDER |
| Ironclad Investments LLC$204M AUM | 48.13% | $98M | 164.3K | Q1 2026OLDER |
| Connective Capital Management, LLC$121M AUM | 47.93% | $82M | 130.1K | Q4 2025OLDER |
| AmeriServ Wealth Advisors$157M AUM | 47.88% | $75M | 125.5K | Q1 2026OLDER |
| SWF LLC$1.1B AUM | 47.85% | $549M | 918.3K | Q1 2026OLDER |
| TRB Advisors LP$146M AUM | 47.74% | $204M | 325.0K | Q4 2025OLDER |
| Summitas Investment Management LLC$133M AUM | 47.64% | $63M | 101.0K | Q1 2026OLDER |
| Silphium Asset Management Ltd$264M AUM | 46.84% | $124M | 206.9K | Q1 2026OLDER |
| Investure, LLC$2.0B AUM | 45.33% | $924M | 1.55M | Q1 2026OLDER |
| JBF Capital, Inc.$676M AUM | 44.98% | $304M | 509.1K | Q1 2026OLDER |
| Trevian Wealth Management LLC$203M AUM | 44.76% | $91M | 151.8K | Q1 2026OLDER |
| Kedalion Capital Management LLP$3.5B AUM | 43.85% | $1.8B | 2.85M | Q4 2025OLDER |
| Rolek Wealth Management LLC$139M AUM | 42.72% | $60M | 99.7K | Q1 2026OLDER |
| Safir Wealth Advisors, LLC$154M AUM | 41.68% | $64M | 93.4K | Q2 2026 |
| P/E Global LLC$1.3B AUM | 40.26% | $511M | 854.9K | Q1 2026OLDER |
| Ciovacco Capital Management LLC$172M AUM | 40.02% | $69M | 114.9K | Q1 2026OLDER |
| Amtrust Financial Services, Inc.$300M AUM | 39.15% | $117M | 196.4K | Q1 2026OLDER |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 39.03% | $65M | 108.5K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 38.53% | $208M | 302.5K | Q2 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC$239M AUM | 38.10% | $91M | 152.7K | Q1 2026OLDER |
| Fortune 45 LLC$205M AUM | 37.47% | $77M | 128.8K | Q1 2026OLDER |
| Innovative Wealth Building LLC$142M AUM | 36.46% | $52M | 86.7K | Q1 2026OLDER |
| Privium Fund Management (UK) Ltd$197M AUM | 36.31% | $72M | 122.9K | Q1 2026OLDER |
| BANK OF KOREA$4.1B AUM | 35.85% | $1.5B | 2.48M | Q1 2026OLDER |
| Pioneer Family Office, LLC$156M AUM | 35.44% | $55M | 92.3K | Q1 2026OLDER |
| STRATEGIC ADVISORY PARTNERS, LLC$127M AUM | 35.34% | $45M | 75.2K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 33.95% | $325M | 544.2K | Q1 2026OLDER |
| Lepercq De Neuflize Asset Management LLC$138M AUM | 33.00% | $46M | 76.2K | Q1 2026OLDER |
| Karnit Road Accident Victims Compensation Fund$170M AUM | 32.96% | $56M | 94.0K | Q1 2026OLDER |
| Fiduciary Wealth Partners, LLC$153M AUM | 32.06% | $49M | 82.0K | Q1 2026OLDER |
| TEXAS CAPITAL BANCSHARES INC/TX$254M AUM | 31.67% | $80M | 131.4K | Q3 2025OLDER |
| Wiser Wealth Management, Inc$464M AUM | 31.45% | $146M | 244.1K | Q1 2026OLDER |
| BRIGHTON SECURITIES CORP.$233M AUM | 31.44% | $73M | 106.6K | Q2 2026 |
| GreatBanc Trust CO$143M AUM | 31.06% | $44M | 74.3K | Q1 2026OLDER |
| Clifford Group, LLC$130M AUM | 30.93% | $40M | 67.2K | Q1 2026OLDER |
| Keewaydin Investments LLC$317M AUM | 30.75% | $97M | 163.1K | Q1 2026OLDER |
| MAKENA CAPITAL MANAGEMENT LLC$866M AUM | 30.55% | $265M | 442.7K | Q1 2026OLDER |
| HighRoad Wealth Advisors, LLC$102M AUM | 29.95% | $31M | 51.3K | Q1 2026OLDER |
| NWM ADVISORS, LLC$110M AUM | 29.70% | $33M | 54.6K | Q1 2026OLDER |
| Next Level Wealth Planning, LLC$195M AUM | 29.22% | $57M | 95.2K | Q1 2026OLDER |
| Kearns & Associates LLC$186M AUM | 29.16% | $54M | 90.7K | Q1 2026OLDER |
| CJM Wealth Advisers, Ltd.$328M AUM | 28.70% | $94M | 157.7K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 28.69% | $59M | 115.1K | Q1 2026OLDER |
| RFG HOLDINGS, INC.$397M AUM | 27.69% | $110M | 183.9K | Q1 2026OLDER |
| Human Investing LLC$687M AUM | 27.67% | $190M | 318.0K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 27.44% | $145M | 210.7K | Q2 2026 |
| TradeWell Securities, LLC.$237M AUM | 27.11% | $64M | 107.7K | Q1 2026OLDER |
| Journey Beyond Wealth, LLC$116M AUM | 26.91% | $31M | 52.4K | Q1 2026OLDER |
| Performa Ltd (US), LLC$442M AUM | 26.69% | $118M | 197.4K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 26.69% | $48M | 80.7K | Q1 2026OLDER |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 26.41% | $1.7B | 2.77M | Q2 2026 |
| Kensington Asset Management, LLC$1.8B AUM | 26.35% | $484M | 809.9K | Q1 2026OLDER |
| ALM First Financial Advisors, LLC$557M AUM | 26.22% | $146M | 279.0K | Q1 2026OLDER |
| LTS Liquid Investments LLC$107M AUM | 26.14% | $28M | 46.7K | Q1 2026OLDER |
| Permanent Capital Management, LP$643M AUM | 25.34% | $163M | 246.6K | Q1 2026OLDER |
| Valtrion Capital Management, LLC$106M AUM | 25.00% | $27M | 44.4K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 25.00% | $331M | 554.6K | Q1 2026OLDER |
| BCK Partners, Inc.$185M AUM | 24.88% | $46M | 77.1K | Q1 2026OLDER |
| Powerhouse Assets LLC$115M AUM | 24.55% | $28M | 47.2K | Q1 2026OLDER |
| David Kennon Inc$279M AUM | 24.29% | $68M | 113.4K | Q1 2026OLDER |
| AJ Advisors, LLC$270M AUM | 24.14% | $65M | 108.9K | Q1 2026OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 24.11% | $69M | 115.6K | Q1 2026OLDER |
| Systematic Alpha Investments, LLC$2.8B AUM | 23.79% | $677M | 1.13M | Q1 2026OLDER |
| Axos Invest Inc.$132M AUM | 23.78% | $31M | 52.7K | Q1 2026OLDER |
| TLT Family Holdco ULC$724M AUM | 23.57% | $171M | 285.6K | Q1 2026OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 23.52% | $396M | 663.3K | Q1 2026OLDER |
| Hillcrest Wealth Advisors - NY, LLC$247M AUM | 23.48% | $58M | 97.0K | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 23.40% | $172M | 288.0K | Q1 2026OLDER |
| Tenon Financial LLC$255M AUM | 23.34% | $59M | 99.4K | Q1 2026OLDER |
| MAYPORT, LLC$538M AUM | 23.19% | $125M | 208.8K | Q1 2026OLDER |
| CONQUIS FINANCIAL LLC$121M AUM | 23.13% | $28M | 42.9K | Q1 2026OLDER |
| Woodside Wealth Management LLC$128M AUM | 23.07% | $30M | 49.4K | Q1 2026OLDER |
| JMG Financial Group, Ltd.$3.6B AUM | 22.94% | $833M | 1.39M | Q1 2026OLDER |
| EAGLE WEALTH STRATEGIES LLC$262M AUM | 22.91% | $60M | 87.3K | Q2 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 22.88% | $217M | 363.5K | Q1 2026OLDER |
| Steffes Financial, Ltd.$189M AUM | 22.69% | $43M | 72.0K | Q1 2026OLDER |
| SFM, LLC$195M AUM | 22.65% | $44M | 64.3K | Q2 2026 |
| ALERUS FINANCIAL NA$2.0B AUM | 22.44% | $453M | 758.5K | Q1 2026OLDER |
| Topor & Co. Korea$127M AUM | 22.39% | $28M | 41.4K | Q2 2026 |
| Galilei Investment Office LLP$193M AUM | 22.00% | $42M | 71.0K | Q1 2026OLDER |
| Oldfather Financial Services, LLC$336M AUM | 21.92% | $74M | 117.4K | Q4 2025OLDER |
| Stephens Consulting, LLC$309M AUM | 21.44% | $66M | 105.8K | Q4 2025OLDER |
| OFS Enterprise LLC$392M AUM | 21.29% | $83M | 121.4K | Q2 2026 |
| Boyd Wealth Management, LLC$236M AUM | 21.18% | $50M | 83.8K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 21.17% | $71M | 109.2K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 21.12% | $494M | 825.9K | Q1 2026OLDER |
| Gleason Group, Inc.$1.0B AUM | 21.01% | $212M | 355.0K | Q1 2026OLDER |
| Strategent Financial, LLC$147M AUM | 20.35% | $30M | 50.1K | Q1 2026OLDER |
| Crestmont Private Wealth LLC$317M AUM | 20.15% | $64M | 107.0K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6.8B AUM | 20.10% | $1.4B | 2.30M | Q1 2026OLDER |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 20.10% | $33M | 55.0K | Q1 2026OLDER |
| BOCHK Asset Management Ltd$483M AUM | 19.93% | $75M | 119.0K | Q4 2025OLDER |
| INTRUST BANK NA$1.2B AUM | 19.87% | $244M | 408.1K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 19.80% | $44M | 73.6K | Q1 2026OLDER |
| Resolute Advisors LLC$242M AUM | 19.66% | $48M | 79.6K | Q1 2026OLDER |
| JHP Wealth Management, LLC$105M AUM | 19.59% | $20M | 34.3K | Q1 2026OLDER |
| Ameraudi Asset Management, Inc.$184M AUM | 19.57% | $36M | 60.2K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 19.56% | $296M | 495.4K | Q2 2026 |
| Pinion Investment Advisors, LLC$428M AUM | 19.35% | $83M | 138.7K | Q1 2026OLDER |
| Affiance Financial, LLC$695M AUM | 19.21% | $134M | 194.5K | Q2 2026 |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 19.21% | $832M | 1.39M | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 18.99% | $30M | 48.6K | Q3 2025OLDER |
| Constellation Investments, Inc.$3.0B AUM | 18.98% | $572M | 956.8K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 18.90% | $47M | 79.4K | Q1 2026OLDER |
| J. Mark Nickell & Co.$207M AUM | 18.85% | $21M | 34.9K | Q1 2026OLDER |
| SIGNAL TREE FINANCIAL PARTNERS LLC$132M AUM | 18.37% | $24M | 40.7K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 18.30% | $26M | 44.3K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 18.30% | $303M | 506.9K | Q1 2026OLDER |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 18.17% | $101M | 168.5K | Q1 2026OLDER |
| Stordahl Capital Management, Inc.$486M AUM | 18.09% | $88M | 147.0K | Q1 2026OLDER |
| RESOLUTE CAPITAL, LLC$247M AUM | 18.00% | $44M | 74.4K | Q1 2026OLDER |
| Sellwood Investment Partners LLC$254M AUM | 17.95% | $46M | 76.3K | Q1 2026OLDER |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 17.85% | $205M | 342.9K | Q1 2026OLDER |
| Thayer Partners, LLC / MA$210M AUM | 17.81% | $37M | 62.6K | Q1 2026OLDER |
| WestHill Financial Advisors, Inc.$523M AUM | 17.66% | $92M | 154.5K | Q1 2026OLDER |
| Fusion Family Wealth, LLC$1.3B AUM | 17.57% | $235M | 393.8K | Q1 2026OLDER |
| Aufman Associates Inc$204M AUM | 17.51% | $36M | 59.7K | Q1 2026OLDER |
| Western Reserve Capital Management, LLC$122M AUM | 17.34% | $21M | 35.3K | Q1 2026OLDER |
| LANDMARK WEALTH MANAGEMENT, INC.$265M AUM | 17.17% | $46M | 76.2K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 17.14% | $88M | 147.8K | Q1 2026OLDER |
| VVR Holdings LLC$194M AUM | 16.97% | $33M | 55.0K | Q1 2026OLDER |
| Summit Wealth Group, LLC$436M AUM | 16.90% | $74M | 123.3K | Q1 2026OLDER |
| TrustBank$258M AUM | 16.84% | $43M | 72.6K | Q1 2026OLDER |
| Franklin, Parlapiano, Turner & Welch, LLC$442M AUM | 16.82% | $74M | 108.3K | Q2 2026 |
| Sanchez Levi Garrett$159M AUM | 16.81% | $27M | 44.9K | Q1 2026OLDER |
| Crane Advisory, LLC$668M AUM | 16.66% | $111M | 172.6K | Q1 2026OLDER |
| Cerity Partners OCIO LLC$1.7B AUM | 16.41% | $274M | 457.9K | Q1 2026OLDER |
| EJMK Ventures LLC$179M AUM | 16.36% | $29M | 49.0K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 16.27% | $106M | 176.7K | Q1 2026OLDER |
| Aurelius Family Office LLC$230M AUM | 16.23% | $37M | 62.5K | Q1 2026OLDER |
| AMG Asset Management Group, Inc.$129M AUM | 16.22% | $21M | 35.0K | Q1 2026OLDER |
| Standpoint Asset Management, LLC$412M AUM | 16.03% | $66M | 110.6K | Q1 2026OLDER |
| Base Wealth Management LLC$179M AUM | 15.73% | $28M | 47.1K | Q1 2026OLDER |
| Lansing Street Advisors$397M AUM | 15.70% | $62M | 104.3K | Q1 2026OLDER |
| PROVIDA PENSION FUND ADMINISTRATOR$5.8B AUM | 15.57% | $900M | 1.44M | Q1 2026OLDER |
| J. R. Prunier Capital Management LLC$235M AUM | 15.45% | $36M | 60.8K | Q2 2026 |
| Calder Financial LLC$106M AUM | 15.42% | $16M | 23.8K | Q2 2026 |
| Rareview Capital LLC$171M AUM | 15.42% | $26M | 46.3K | Q1 2026OLDER |
| American Trust$1.1B AUM | 15.35% | $174M | 290.7K | Q1 2026OLDER |
| Scott Capital Advisors, LLC$493M AUM | 15.33% | $76M | 121.0K | Q1 2026OLDER |
| INVICTUS PRIVATE WEALTH, LLC$1.6B AUM | 15.29% | $248M | 414.9K | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 15.28% | $57M | 95.5K | Q1 2026OLDER |
| HILL ISLAND FINANCIAL LLC$412M AUM | 15.16% | $62M | 104.4K | Q1 2026OLDER |
| NewCorp Financial Services, Inc.$115M AUM | 15.16% | $17M | 29.3K | Q1 2026OLDER |
| Compass Financial Group, INC/SD$715M AUM | 15.10% | $108M | 180.7K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 15.08% | $27M | 39.9K | Q2 2026 |
| Acropolis Investment Management, LLC$2.3B AUM | 15.06% | $341M | 570.3K | Q1 2026OLDER |
| KilterHowling LLC$198M AUM | 15.01% | $30M | 49.8K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 14.97% | $16M | 26.9K | Q1 2026OLDER |
| SilverOak Wealth Management LLC$632M AUM | 14.89% | $94M | 157.6K | Q1 2026OLDER |
| StoryOne LLC$177M AUM | 14.89% | $26M | 0 | Q1 2026OLDER |
| OFC FINANCIAL PLANNING, LLC$102M AUM | 14.80% | $15M | 25.2K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 14.68% | $167M | 280.3K | Q1 2026OLDER |
| STEPH & CO$351M AUM | 14.63% | $51M | 85.8K | Q1 2026OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 14.57% | $88M | 143.1K | Q3 2025OLDER |
| Joel Adams & Associates, Inc.$135M AUM | 14.51% | $20M | 32.7K | Q1 2026OLDER |
| Advanced Asset Management Advisors Inc$362M AUM | 14.46% | $52M | 87.6K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 14.44% | $61M | 106.3K | Q1 2026OLDER |
| Sage Investment Advisers LLC$149M AUM | 14.32% | $21M | 31.0K | Q2 2026 |
| Brandywine Asset Management, Inc.$126M AUM | 14.21% | $18M | 29.6K | Q1 2026OLDER |
| Piedmont Capital Management, LLC/NC$150M AUM | 14.21% | $21M | 35.6K | Q1 2026OLDER |
| Unconventional Investor, LLC$211M AUM | 14.12% | $30M | 49.7K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 14.08% | $380M | 636.7K | Q1 2026OLDER |
| ADE, LLC$209M AUM | 14.03% | $29M | 49.0K | Q1 2026OLDER |
| Rooted Wealth Advisors, Inc.$379M AUM | 14.02% | $53M | 81.6K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 13.99% | $55M | 91.8K | Q1 2026OLDER |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 13.98% | $82M | 137.9K | Q1 2026OLDER |
| Francis Financial, Inc.$539M AUM | 13.93% | $75M | 125.7K | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 13.87% | $33M | 52.5K | Q4 2025OLDER |
| Trust Co of Tennessee$537M AUM | 13.70% | $74M | 123.1K | Q1 2026OLDER |
| Warren Street Wealth Advisors, LLC$393M AUM | 13.67% | $54M | 89.9K | Q1 2026OLDER |
| Greenbush Financial Group, LLC$302M AUM | 13.66% | $41M | 69.0K | Q1 2026OLDER |
| Gitterman Wealth Management, LLC$436M AUM | 13.66% | $60M | 97.3K | Q3 2025OLDER |
| Pearl Planning LLC$187M AUM | 13.64% | $26M | 42.7K | Q1 2026OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 13.60% | $715M | 1.20M | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 13.52% | $1.8B | 3.01M | Q1 2026OLDER |
| National Mutual Insurance Federation of Agricultural Cooperatives$13.0B AUM | 13.46% | $1.7B | 2.93M | Q1 2026OLDER |
| ForthRight Wealth Management, LLC$353M AUM | 13.29% | $47M | 78.4K | Q1 2026OLDER |
| Freestate Advisors LLC$134M AUM | 13.24% | $18M | 25.8K | Q2 2026 |
| West Financial Advisors, LLC$659M AUM | 13.23% | $87M | 126.9K | Q2 2026 |
| CFO4Life Group, LLC$656M AUM | 13.16% | $86M | 144.5K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 13.08% | $203M | 339.3K | Q1 2026OLDER |
| Cadia Private Client LLC$123M AUM | 13.07% | $16M | 27.0K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 13.07% | $207M | 347.1K | Q1 2026OLDER |
| Alamar Capital Management, LLC$181M AUM | 13.06% | $24M | 37.7K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 13.04% | $120M | 201.2K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 13.02% | $3.6B | 6.09M | Q1 2026OLDER |
| Applied Capital LLC$268M AUM | 12.82% | $34M | 57.5K | Q1 2026OLDER |
| WEST PACES ADVISORS INC.$516M AUM | 12.81% | $66M | 110.7K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 12.79% | $23.7B | 39.60M | Q1 2026OLDER |
| CANERECTOR INC$211M AUM | 12.78% | $27M | 45.1K | Q1 2026OLDER |
| Kinsale Capital Group, Inc.$624M AUM | 12.72% | $79M | 132.8K | Q1 2026OLDER |
| MA Private Wealth$591M AUM | 12.63% | $75M | 125.0K | Q1 2026OLDER |
| Intelligent Financial Strategies$192M AUM | 12.63% | $24M | 40.6K | Q1 2026OLDER |
| Vested Financial Planning, LLC$131M AUM | 12.62% | $17M | 27.7K | Q1 2026OLDER |
| Envision Financial LLC$186M AUM | 12.54% | $23M | 39.0K | Q1 2026OLDER |
| 3Chopt Investment Partners, LLC$437M AUM | 12.53% | $55M | 91.7K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 12.42% | $283M | 474.3K | Q1 2026OLDER |
| QUEST INVESTMENT MANAGEMENT LLC$857M AUM | 12.42% | $106M | 178.1K | Q1 2026OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 12.41% | $36M | 52.2K | Q2 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 12.37% | $20.1B | 33.64M | Q1 2026OLDER |
| Fort Vancouver Investment Management, LLC$197M AUM | 12.18% | $24M | 40.2K | Q1 2026OLDER |
| CORA CAPITAL ADVISORS LLC$302M AUM | 12.18% | $37M | 61.6K | Q1 2026OLDER |
| ARROW FINANCIAL CORP$994M AUM | 12.15% | $121M | 202.1K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 12.10% | $166M | 277.7K | Q1 2026OLDER |
| Alberta Investment Management Corp$16.7B AUM | 12.04% | $2.0B | 3.36M | Q1 2026OLDER |
| Andrews Advisory Associates, LLC$190M AUM | 11.95% | $23M | 38.0K | Q1 2026OLDER |
| VERUS WEALTH MANAGEMENT, LLC$108M AUM | 11.88% | $13M | 21.4K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 11.87% | $25M | 42.5K | Q1 2026OLDER |
| Gibson Wealth Advisors LLC$149M AUM | 11.83% | $18M | 29.5K | Q1 2026OLDER |
| Oxler Private Wealth LLC$319M AUM | 11.82% | $38M | 63.2K | Q1 2026OLDER |
| MCMORGAN & CO LLC$618M AUM | 11.73% | $73M | 121.4K | Q1 2026OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 11.71% | $39M | 59.8K | Q1 2026OLDER |
| NEPC LLC$5.0B AUM | 11.64% | $584M | 978.2K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 11.62% | $139M | 232.7K | Q1 2026OLDER |
| Hegarty Advisors, LLC$127M AUM | 11.58% | $15M | 24.6K | Q1 2026OLDER |
| Hyposwiss Advisors SA$101M AUM | 11.56% | $12M | 19.6K | Q1 2026OLDER |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 11.24% | $21M | 34.7K | Q1 2026OLDER |
| Bouchey Financial Group Ltd$1.4B AUM | 11.22% | $153M | 244.8K | Q1 2026OLDER |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 11.21% | $12M | 18.2K | Q1 2026OLDER |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS$1.0B AUM | 11.16% | $115M | 193.2K | Q1 2026OLDER |
| Aspire Growth Partners LLC$146M AUM | 11.10% | $16M | 27.1K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 11.05% | $160M | 267.6K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 10.97% | $32M | 53.5K | Q1 2026OLDER |
| waypoint wealth counsel$193M AUM | 10.91% | $21M | 35.3K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 10.90% | $17M | 26.3K | Q1 2026OLDER |
| Blackston Financial Advisory Group, LLC$160M AUM | 10.88% | $17M | 29.0K | Q1 2026OLDER |
| O'Connor Financial Group LLC$244M AUM | 10.86% | $27M | 44.4K | Q1 2026OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 10.83% | $30M | 44.4K | Q2 2026 |
| Donalies Financial Planning, LLC$117M AUM | 10.75% | $13M | 21.1K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 10.74% | $29M | 47.3K | Q3 2025OLDER |
| FWG Investments, LLC.$157M AUM | 10.73% | $17M | 28.2K | Q1 2026OLDER |
| STUART INVESTMENT ADVISORS, INC.$229M AUM | 10.71% | $25M | 41.0K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 10.69% | $22M | 37.1K | Q1 2026OLDER |
| Sunbeam Capital Management, LLC$175M AUM | 10.59% | $19M | 31.0K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 10.59% | $378M | 632.5K | Q1 2026OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 10.57% | $314M | 526.0K | Q1 2026OLDER |
| Twele Capital Management, Inc.$561M AUM | 10.52% | $59M | 98.8K | Q1 2026OLDER |
| Spectrum Investment Advisors, Inc.$201M AUM | 10.43% | $21M | 35.1K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 10.42% | $85M | 128.1K | Q1 2026OLDER |
| Lake Hills Wealth Management, LLC$220M AUM | 10.40% | $23M | 33.3K | Q2 2026 |
| Litman Gregory Wealth Management LLC$1.4B AUM | 10.38% | $142M | 226.4K | Q4 2025OLDER |
| Sageworth Trust Co$2.3B AUM | 10.35% | $241M | 402.9K | Q1 2026OLDER |
| Sageworth Trust Co of South Dakota$126M AUM | 10.33% | $13M | 21.8K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 10.30% | $28M | 46.9K | Q1 2026OLDER |
| Gutierrez Wealth Advisory, LLC$161M AUM | 10.27% | $17M | 27.7K | Q1 2026OLDER |
| TSG Advice Partners, LLC$667M AUM | 10.26% | $68M | 114.6K | Q1 2026OLDER |
| Liberty Mutual Group Asset Management Inc.$1.2B AUM | 10.17% | $127M | 212.6K | Q1 2026OLDER |
| Family Office Research LLC$230M AUM | 10.15% | $23M | 39.1K | Q1 2026OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 10.13% | $44M | 73.9K | Q1 2026OLDER |
| Meridian Financial Partners LLC$263M AUM | 10.13% | $27M | 44.0K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 10.12% | $151M | 252.0K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 10.11% | $62M | 103.3K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 10.07% | $543M | 908.9K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 10.06% | $38M | 63.8K | Q1 2026OLDER |
| Tribridge Partners Financial LLC$242M AUM | 10.05% | $24M | 40.3K | Q1 2026OLDER |
| MJP ASSOCIATES INC /ADV$824M AUM | 9.94% | $82M | 137.0K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 9.89% | $48M | 81.1K | Q1 2026OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 9.88% | $13M | 22.0K | Q1 2026OLDER |
| Oath Planning, LLC$113M AUM | 9.86% | $11M | 18.6K | Q1 2026OLDER |
| Bryant Woods Investment Advisors, LLC$272M AUM | 9.77% | $27M | 44.5K | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 9.74% | $23M | 38.9K | Q1 2026OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 9.69% | $29M | 48.9K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 9.65% | $46M | 76.7K | Q1 2026OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 9.63% | $26M | 43.1K | Q1 2026OLDER |
| Certus Wealth Management, LLC$167M AUM | 9.61% | $16M | 26.2K | Q3 2025OLDER |
| InvesTrust$238M AUM | 9.53% | $25M | 39.3K | Q4 2025OLDER |
| RMR Wealth Builders$1.3B AUM | 9.52% | $121M | 202.3K | Q1 2026OLDER |
| INTEGRAL INVESTMENT ADVISORS, INC.$454M AUM | 9.47% | $43M | 62.6K | Q2 2026 |
| Freedom Financial Partners LLC$281M AUM | 9.46% | $27M | 44.4K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 9.43% | $95M | 138.5K | Q2 2026 |
| Davidson Kahn Capital Management, LLC$188M AUM | 9.42% | $18M | 29.6K | Q1 2026OLDER |
| Battery Global Advisors, LLC$186M AUM | 9.39% | $17M | 29.3K | Q1 2026OLDER |
| LOWERY THOMAS, LLC$175M AUM | 9.39% | $16M | 27.5K | Q1 2026OLDER |
| Valor Advisors LLC$119M AUM | 9.37% | $11M | 17.8K | Q2 2026 |
| Hudson Oak Wealth Advisory LLC$115M AUM | 9.34% | $11M | 18.0K | Q1 2026OLDER |
| UNIVERSITY OF CHICAGO$323M AUM | 9.33% | $30M | 50.5K | Q1 2026OLDER |
| Parisi Gray Wealth Management$487M AUM | 9.22% | $45M | 65.4K | Q2 2026 |
| Capital Management Associates, Inc$442M AUM | 9.16% | $41M | 67.8K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 9.08% | $994M | 1.66M | Q1 2026OLDER |
| Members Advisory Group LLC$292M AUM | 9.06% | $26M | 44.2K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 9.05% | $292M | 488.7K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 9.03% | $630M | 1.05M | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 9.02% | $104M | 174.4K | Q1 2026OLDER |
| Carroll Advisory Group, LLC$258M AUM | 9.01% | $23M | 38.8K | Q1 2026OLDER |
| Delta Wealth Advisors LLC$131M AUM | 9.00% | $12M | 19.8K | Q1 2026OLDER |
| GREENWOOD GEARHART LLC$1.8B AUM | 8.96% | $166M | 277.3K | Q1 2026OLDER |
| Traction Financial Partners, LLC$162M AUM | 8.95% | $15M | 24.3K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 8.88% | $51M | 85.1K | Q1 2026OLDER |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 8.86% | $32M | 50.2K | Q1 2026OLDER |
| Cannon Capital Management, Inc.$123M AUM | 8.78% | $11M | 18.1K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 8.71% | $189M | 315.9K | Q1 2026OLDER |
| Wheelhouse Advisory Group LLC$302M AUM | 8.61% | $26M | 43.5K | Q1 2026OLDER |
| Mandatum Life Insurance Co Ltd$445M AUM | 8.43% | $37M | 62.7K | Q1 2026OLDER |
| Burkett Asset Management Ltd$101M AUM | 8.35% | $8M | 14.2K | Q1 2026OLDER |
| SMITH SHELLNUT WILSON LLC /ADV$260M AUM | 8.35% | $22M | 35.5K | Q3 2025OLDER |
| Optas, LLC$661M AUM | 8.30% | $55M | 91.8K | Q1 2026OLDER |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 8.27% | $87M | 145.8K | Q1 2026OLDER |
| Sompo Asset Management Co., Ltd.$545M AUM | 8.19% | $45M | 74.6K | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 8.18% | $203M | 338.9K | Q1 2026OLDER |
| Charles Schwab Trust Co$1.5B AUM | 8.18% | $126M | 211.1K | Q1 2026OLDER |
| USS Investment Management Ltd$25.6B AUM | 8.17% | $2.1B | 3.50M | Q1 2026OLDER |
| Gambit Capital Management, LLC$145M AUM | 8.15% | $12M | 19.8K | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 8.15% | $64M | 107.2K | Q1 2026OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 8.15% | $33M | 47.4K | Q2 2026 |
| Ballentine Capital Advisors, Inc$242M AUM | 8.06% | $19M | 32.6K | Q1 2026OLDER |
| MFA WEALTH ADVISORS, LLC$508M AUM | 8.02% | $41M | 68.2K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 8.00% | $42M | 70.5K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 7.99% | $33M | 55.0K | Q1 2026OLDER |
| Climber Capital SA$153M AUM | 7.97% | $12M | 20.9K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 7.96% | $26M | 37.3K | Q2 2026 |
| Clarius Group, LLC$1.8B AUM | 7.95% | $139M | 222.1K | Q4 2025OLDER |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 7.93% | $13M | 22.0K | Q1 2026OLDER |
| Graetz Wealth LLC$112M AUM | 7.93% | $9M | 14.9K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 7.92% | $99M | 165.6K | Q1 2026OLDER |
| Three Bridge Wealth Advisors, LLC$364M AUM | 7.92% | $29M | 48.3K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 7.91% | $84M | 139.7K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 7.84% | $71M | 118.3K | Q1 2026OLDER |
| Aspire Capital Advisors LLC$444M AUM | 7.79% | $35M | 57.9K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 7.77% | $33M | 55.6K | Q1 2026OLDER |
| Laurel Wealth Planning LLC$190M AUM | 7.77% | $15M | 24.6K | Q1 2026OLDER |
| MARSHALL FINANCIAL GROUP INC /ADV$364M AUM | 7.75% | $28M | 46.0K | Q3 2025OLDER |
| Navigate Wealth Management, LLC$142M AUM | 7.75% | $11M | 17.0K | Q1 2026OLDER |
| STONE LOFT WEALTH MANAGEMENT LLC$107M AUM | 7.73% | $8M | 13.1K | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 7.69% | $20M | 32.7K | Q1 2026OLDER |
| Stone Wealth Partners$111M AUM | 7.68% | $9M | 14.3K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 7.66% | $101M | 169.7K | Q1 2026OLDER |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 7.65% | $10M | 15.9K | Q1 2026OLDER |
| Chris Bulman Inc$228M AUM | 7.64% | $17M | 29.2K | Q1 2026OLDER |
| TMB Capital Partners, LLC$297M AUM | 7.62% | $23M | 37.9K | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 7.60% | $8M | 14.2K | Q1 2026OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 7.57% | $13M | 21.4K | Q1 2026OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 7.54% | $27M | 45.2K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 7.52% | $14M | 24.0K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 7.51% | $51M | 85.2K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 7.49% | $24M | 40.4K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 7.42% | $23M | 38.0K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 7.42% | $17M | 28.4K | Q1 2026OLDER |
| EnRich Financial Partners LLC$377M AUM | 7.39% | $28M | 46.6K | Q1 2026OLDER |
| Karpus Management, Inc.$3.2B AUM | 7.32% | $235M | 392.9K | Q1 2026OLDER |
| Weil Company, Inc.$445M AUM | 7.29% | $32M | 54.4K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 7.23% | $201M | 336.1K | Q1 2026OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 7.22% | $36M | 59.5K | Q1 2026OLDER |
| Flower City Capital$227M AUM | 7.20% | $16M | 23.8K | Q2 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 7.19% | $49M | 81.6K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 7.13% | $8M | 13.3K | Q1 2026OLDER |
| Piedmont Capital Management, LLC$197M AUM | 7.11% | $14M | 22.2K | Q4 2025OLDER |
| Caerus Investment Advisors, LLC$240M AUM | 7.11% | $17M | 28.6K | Q2 2026 |
| Pilgrim Partners Asia Pte Ltd$246M AUM | 7.06% | $17M | 29.0K | Q1 2026OLDER |
| EQ LLC$355M AUM | 7.05% | $25M | 41.9K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 7.03% | $97M | 162.4K | Q1 2026OLDER |
| Trust Co of the South$710M AUM | 6.99% | $50M | 72.3K | Q2 2026 |
| McCollum Christoferson Group LLC$333M AUM | 6.98% | $23M | 96.3K | Q1 2026OLDER |
| Guardian Financial Partners, LLC$237M AUM | 6.97% | $17M | 27.6K | Q1 2026OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 6.97% | $132M | 220.5K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 6.92% | $18M | 300.8K | Q1 2026OLDER |
| Efficient Advisors, LLC$1.4B AUM | 6.89% | $97M | 162.3K | Q1 2026OLDER |
| 21 West Wealth Management LLC$108M AUM | 6.82% | $7M | 12.3K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 6.81% | $37M | 62.7K | Q1 2026OLDER |
| First Western Trust Bank$2.0B AUM | 6.81% | $135M | 225.6K | Q1 2026OLDER |
| jvl associates llc$352M AUM | 6.80% | $24M | 34.9K | Q2 2026 |
| Brooklyn FI, LLC$476M AUM | 6.79% | $32M | 54.1K | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 6.78% | $35M | 58.9K | Q1 2026OLDER |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 6.75% | $14M | 23.8K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 6.74% | $195M | 326.4K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 6.72% | $107M | 156.2K | Q2 2026 |
| Mendel Capital Management LLC$199M AUM | 6.68% | $13M | 22.2K | Q1 2026OLDER |
| GOLDEN ROAD ADVISORS LLC$174M AUM | 6.68% | $12M | 19.4K | Q1 2026OLDER |
| LINCOLN NATIONAL CORP$3.5B AUM | 6.68% | $231M | 385.9K | Q1 2026OLDER |
| Lakeshore Financial Planning, Inc.$276M AUM | 6.67% | $18M | 30.8K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 6.65% | $19M | 31.2K | Q1 2026OLDER |
| UNITED SERVICES AUTOMOBILE ASSOCIATION$851M AUM | 6.62% | $56M | 94.3K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 6.59% | $28M | 47.6K | Q1 2026OLDER |
| Mittelman Wealth Management$160M AUM | 6.59% | $11M | 17.7K | Q1 2026OLDER |
| Five Pine Wealth Management$161M AUM | 6.58% | $11M | 17.7K | Q1 2026OLDER |
| KITCHING PARTNERS, LLC$109M AUM | 6.57% | $7M | 12.0K | Q1 2026OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 6.54% | $282M | 471.8K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 6.53% | $28M | 46.9K | Q1 2026OLDER |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 6.53% | $71M | 119.4K | Q1 2026OLDER |
| Prospera Capital Management, LLC$199M AUM | 6.49% | $13M | 21.7K | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 6.46% | $16M | 27.2K | Q1 2026OLDER |
| GenWealth Group, Inc.$584M AUM | 6.46% | $38M | 63.2K | Q1 2026OLDER |
| INVENIO WEALTH PARTNERS LLC$252M AUM | 6.45% | $16M | 27.2K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 6.43% | $119M | 199.9K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 6.42% | $51M | 85.6K | Q1 2026OLDER |
| Midwest Financial Partners Investments, Inc.$189M AUM | 6.42% | $12M | 20.3K | Q1 2026OLDER |
| Independent Family Office, LLC$243M AUM | 6.40% | $16M | 26.0K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 6.38% | $458M | 767.0K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 6.35% | $238M | 398.1K | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 6.35% | $25M | 41.5K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 6.31% | $13M | 21.2K | Q1 2026OLDER |
| MONETTA FINANCIAL SERVICES INC$129M AUM | 6.25% | $8M | 13.5K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 6.23% | $20M | 34.2K | Q1 2026OLDER |
| Storen Legacy Partners, LLC$319M AUM | 6.22% | $20M | 33.2K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 6.16% | $113M | 189.9K | Q1 2026OLDER |
| Good Steward Wealth Advisors,LLC$156M AUM | 6.13% | $10M | 16.0K | Q1 2026OLDER |
| Dougherty & Associates, LLC$109M AUM | 6.12% | $7M | 11.2K | Q1 2026OLDER |
| Souders Financial Advisors$876M AUM | 6.11% | $54M | 89.6K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 6.10% | $949M | 1.59M | Q1 2026OLDER |
| Finward Bancorp$125M AUM | 6.07% | $8M | 12.7K | Q1 2026OLDER |
| LAVELLE CAPITAL LP$158M AUM | 6.07% | $10M | 15.3K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 6.04% | $40M | 58.2K | Q2 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 6.04% | $360M | 603.1K | Q1 2026OLDER |
| Curated Wealth Partners LLC$794M AUM | 6.03% | $48M | 80.1K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 6.03% | $15M | 24.6K | Q1 2026OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 6.01% | $10M | 17.2K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 5.98% | $7M | 11.4K | Q1 2026OLDER |
| TIFF ADVISORY SERVICES, LLC$444M AUM | 5.98% | $27M | 44.4K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 5.95% | $217M | 363.6K | Q1 2026OLDER |
| Junk Investment Group, LLC$191M AUM | 5.95% | $11M | 19.0K | Q1 2026OLDER |
| Helium Advisors LLC$105M AUM | 5.92% | $6M | 10.4K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 5.91% | $962M | 1.61M | Q1 2026OLDER |
| Peachtree Investment Partners, LLC$262M AUM | 5.91% | $16M | 26.0K | Q1 2026OLDER |
| Empire Life Investments Inc.$1.6B AUM | 5.83% | $96M | 159.4K | Q1 2026OLDER |
| HARBOR ADVISORY CORP /MA/$333M AUM | 5.83% | $19M | 32.5K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 5.82% | $20M | 33.0K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 5.81% | $107M | 179.5K | Q1 2026OLDER |
| Core Wealth Advisors, Inc.$419M AUM | 5.80% | $24M | 40.7K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 5.77% | $150M | 250.8K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 5.77% | $42M | 70.5K | Q1 2026OLDER |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 5.77% | $41M | 68.7K | Q1 2026OLDER |
| Nadler Financial Group, Inc.$1.0B AUM | 5.74% | $60M | 99.7K | Q1 2026OLDER |
| Lanham O'Dell & Company, Inc.$347M AUM | 5.73% | $20M | 31.7K | Q4 2025OLDER |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 5.71% | $27M | 45.6K | Q1 2026OLDER |
| Pachira Investments Inc.$214M AUM | 5.71% | $12M | 20.5K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 5.69% | $11M | 18.0K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 5.69% | $144M | 240.5K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 5.69% | $47M | 78.5K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 5.68% | $69M | 99.9K | Q2 2026 |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 5.68% | $22M | 37.3K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 5.67% | $352M | 588.4K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 5.66% | $9M | 15.4K | Q1 2026OLDER |
| Pullen Investment Management, LLC$199M AUM | 5.65% | $11M | 18.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 5.64% | $18.3B | 30.64M | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 5.64% | $106M | 177.8K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 5.64% | $30M | 50.0K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 5.62% | $7M | 11.7K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 5.60% | $13M | 145.8K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 5.58% | $7M | 11.4K | Q1 2026OLDER |
| Reliant Investment Partners, LLC$121M AUM | 5.58% | $7M | 11.3K | Q1 2026OLDER |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 5.58% | $8M | 13.3K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 5.57% | $789M | 1.32M | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 5.56% | $364M | 608.5K | Q1 2026OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 5.54% | $134M | 223.9K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 5.47% | $12M | 19.6K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 5.44% | $45M | 75.6K | Q1 2026OLDER |
| Canton Hathaway, LLC$496M AUM | 5.40% | $27M | 44.8K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 5.38% | $950,704 | 2.6K | Q1 2026OLDER |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 5.38% | $9M | 15.4K | Q1 2026OLDER |
| Greenhouse Wealth Management, LLC$162M AUM | 5.38% | $9M | 14.6K | Q1 2026OLDER |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 5.35% | $14M | 23.7K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 5.34% | $98M | 164.3K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 5.33% | $1.1B | 1.82M | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 5.33% | $51M | 84.6K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 5.30% | $675M | 1.13M | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 5.28% | $42M | 70.7K | Q1 2026OLDER |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 5.25% | $10M | 15.9K | Q1 2026OLDER |
| WEST BANCORPORATION INC$200M AUM | 5.21% | $10M | 17.5K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 5.20% | $61M | 101.9K | Q1 2026OLDER |
| SEARCY FINANCIAL SERVICES INC /ADV$270M AUM | 5.14% | $14M | 23.2K | Q1 2026OLDER |
| Div Capital Phoenix Assets Ltd$434M AUM | 5.12% | $22M | 37.2K | Q1 2026OLDER |
| Norinchukin Bank, The$8.6B AUM | 5.11% | $438M | 733.1K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 5.11% | $280M | 468.8K | Q1 2026OLDER |
| CM WEALTH ADVISORS LLC$470M AUM | 5.11% | $24M | 40.1K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 5.10% | $10M | 16.7K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 5.08% | $9M | 14.6K | Q1 2026OLDER |
| Koenig Investment Advisory, LLC$118M AUM | 5.07% | $6M | 10.0K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 5.03% | $15M | 24.1K | Q1 2026OLDER |
| Dodds Wealth, LLC$407M AUM | 5.03% | $20M | 34.3K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 5.03% | $22M | 37.5K | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 5.01% | $5M | 8.6K | Q1 2026OLDER |
| Atlatl Advisers LLC$135M AUM | 5.01% | $7M | 11.3K | Q1 2026OLDER |
| Sensible Financial Planning & Management, LLC.$551M AUM | 5.01% | $28M | 45.0K | Q3 2025OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 5.00% | $44M | 74.3K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 5.00% | $1.0B | 1.69M | Q3 2025OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 4.96% | $327M | 547.8K | Q1 2026OLDER |
| Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM | 4.96% | $50M | 83.4K | Q1 2026OLDER |
| Ehrenkranz Partners L.P.$126M AUM | 4.92% | $6M | 10.4K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.