VANGUARD INDEX FDS
CUSIP 922908512
Vanguard Index Fds has 1,210 institutional holders in Filings Flow’s 13F database, together reporting 73.63M shares worth $12.5B as of Q1 2026. The largest reported holders are Morgan Stanley, Assetmark, Inc, and Ep Wealth Advisors, LLC.
Institutional Holders
1,210
Q1 2026
Reported Value
$12.5B
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 |
|---|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLC$1.6B AUM | 14.34% | $225M | 1.22M | Q1 2026OLDER |
| Diesslin Group, Inc.$259M AUM | 11.86% | $31M | 155.6K | Q2 2026 |
| Dougherty Wealth Advisers LLC$158M AUM | 10.66% | $17M | 91.2K | Q1 2026OLDER |
| Grove Street Fiduciary, LLC$227M AUM | 10.48% | $24M | 129.1K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 10.44% | $105M | 567.2K | Q1 2026OLDER |
| BHK Investment Advisors, LLC$299M AUM | 9.43% | $28M | 153.1K | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 8.12% | $16M | 85.8K | Q1 2026OLDER |
| Shakespeare Wealth Management, LLC$422M AUM | 7.91% | $33M | 181.2K | Q1 2026OLDER |
| Berman McAleer LLC$733M AUM | 7.70% | $56M | 306.2K | Q1 2026OLDER |
| Gladwyn Financial Advisors, Inc.$160M AUM | 7.60% | $12M | 61.5K | Q2 2026 |
| Marotta Asset Management$601M AUM | 7.13% | $43M | 216.0K | Q2 2026 |
| Rodgers & Associates, LTD$982M AUM | 7.02% | $69M | 374.4K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 5.95% | $52M | 262.1K | Q2 2026 |
| OLIO Financial Planning$361M AUM | 5.07% | $18M | 99.3K | Q1 2026OLDER |
| Ridgepath Capital Management LLC$201M AUM | 4.88% | $10M | 53.3K | Q1 2026OLDER |
| CONQUIS FINANCIAL LLC$121M AUM | 4.87% | $6M | 30.4K | Q1 2026OLDER |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 4.77% | $27M | 146.9K | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 4.61% | $27M | 146.0K | Q1 2026OLDER |
| Roberts Financial Services LLC$314M AUM | 4.53% | $14M | 77.3K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 4.51% | $48M | 261.0K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 4.41% | $11M | 57.6K | Q1 2026OLDER |
| HFG Advisors, Inc.$142M AUM | 4.35% | $6M | 33.6K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 4.32% | $8M | 44.4K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 4.31% | $24M | 127.8K | Q1 2026OLDER |
| Zeit Capital LLC$149M AUM | 4.29% | $6M | 34.8K | Q1 2026OLDER |
| Payne Capital Management, LLC$331M AUM | 4.25% | $14M | 76.2K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 4.05% | $63M | 320.0K | Q2 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 3.75% | $763M | 4.14M | Q1 2026OLDER |
| Hegarty Advisors, LLC$127M AUM | 3.71% | $5M | 25.6K | Q1 2026OLDER |
| Inlight Wealth Management, LLC$270M AUM | 3.69% | $10M | 54.0K | Q1 2026OLDER |
| Compton Wealth Advisory Group, LLC$449M AUM | 3.62% | $16M | 88.0K | Q1 2026OLDER |
| Praetorian Wealth Management, Inc.$580M AUM | 3.60% | $21M | 106.0K | Q2 2026 |
| Orgel Wealth Management, LLC$4.6B AUM | 3.57% | $166M | 899.1K | Q1 2026OLDER |
| Provident Wealth Management, LLC$331M AUM | 3.54% | $12M | 63.5K | Q1 2026OLDER |
| Echo45 Advisors LLC$178M AUM | 3.44% | $6M | 33.2K | Q1 2026OLDER |
| May Barnhard Investments LLC$206M AUM | 3.41% | $7M | 38.1K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 3.33% | $5M | 27.7K | Q1 2026OLDER |
| Keystone Financial Services, LLC$149M AUM | 3.27% | $5M | 26.4K | Q1 2026OLDER |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 3.26% | $6M | 31.1K | Q1 2026OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 3.15% | $13M | 71.1K | Q1 2026OLDER |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 3.14% | $5M | 25.4K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 3.12% | $3M | 17.5K | Q1 2026OLDER |
| Cooke Wealth Management, LLC$113M AUM | 3.08% | $3M | 18.9K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 3.07% | $42M | 214.7K | Q2 2026 |
| Tenret Co LLC$207M AUM | 3.02% | $6M | 33.9K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 2.94% | $65M | 354.0K | Q1 2026OLDER |
| RoundAngle Advisors LLC$134M AUM | 2.91% | $4M | 21.2K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 2.91% | $9M | 46.3K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 2.85% | $18M | 95.8K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 2.80% | $15M | 80.4K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 2.79% | $20M | 110.9K | Q1 2026OLDER |
| Weinberger Asset Management, Inc$267M AUM | 2.77% | $7M | 40.1K | Q1 2026OLDER |
| IVC Wealth Advisors LLC$230M AUM | 2.73% | $6M | 34.1K | Q1 2026OLDER |
| Mustard Seed Financial, LLC$167M AUM | 2.71% | $5M | 24.5K | Q1 2026OLDER |
| Causey Wealth LLC$205M AUM | 2.64% | $5M | 30.9K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 2.64% | $32M | 171.1K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 2.63% | $7M | 38.8K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 2.59% | $7M | 40.0K | Q1 2026OLDER |
| Fee-Only Financial Planning, L.C.$166M AUM | 2.51% | $4M | 22.5K | Q1 2026OLDER |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 2.49% | $4M | 20.4K | Q1 2026OLDER |
| Tacita Capital Inc$169M AUM | 2.49% | $4M | 22.8K | Q1 2026OLDER |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 2.48% | $4M | 21.9K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 2.42% | $3M | 16.9K | Q1 2026OLDER |
| ETF Portfolio Partners, Inc.$381M AUM | 2.39% | $9M | 49.3K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 2.31% | $6M | 32.7K | Q1 2026OLDER |
| Midwest Financial Group LLC$234M AUM | 2.27% | $5M | 28.8K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 2.21% | $3M | 14.4K | Q1 2026OLDER |
| Scott Capital Advisors, LLC$493M AUM | 2.19% | $11M | 57.1K | Q1 2026OLDER |
| Sollinda Capital Management LLC$412M AUM | 2.18% | $9M | 48.8K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 2.18% | $9M | 46.7K | Q1 2026OLDER |
| Lionshead Wealth Management, LLC$136M AUM | 2.12% | $3M | 15.6K | Q1 2026OLDER |
| Avant Capital LLC$142M AUM | 2.11% | $3M | 16.3K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 2.11% | $13M | 69.7K | Q1 2026OLDER |
| Forza Wealth Management, LLC$287M AUM | 2.07% | $6M | 32.3K | Q1 2026OLDER |
| Westwood Wealth Management$255M AUM | 2.07% | $3M | 15.5K | Q4 2025OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 2.06% | $31M | 165.9K | Q1 2026OLDER |
| Northern Lights Advisors, Inc.$148M AUM | 2.02% | $3M | 16.2K | Q1 2026OLDER |
| Baring Financial LLC$182M AUM | 2.01% | $4M | 18.5K | Q2 2026 |
| FIRST UNITED BANK & TRUST$308M AUM | 1.97% | $6M | 33.0K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 1.96% | $6M | 30.1K | Q1 2026OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 1.90% | $13M | 73.2K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 1.88% | $4M | 19.5K | Q1 2026OLDER |
| Peak Retirement Planning, Inc.$501M AUM | 1.88% | $9M | 51.1K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 1.88% | $2M | 11.4K | Q1 2026OLDER |
| Cooksen Wealth, LLC$138M AUM | 1.86% | $3M | 13.9K | Q1 2026OLDER |
| Sagace Wealth Management LLC$149M AUM | 1.86% | $3M | 15.0K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 1.84% | $2M | 10.6K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 1.84% | $57M | 299.6K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 1.81% | $6M | 31.3K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 1.80% | $5M | 24.9K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 1.78% | $8M | 44.0K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 1.77% | $7M | 36.8K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 1.74% | $66M | 335.8K | Q2 2026 |
| Veratis Advisors, Inc.$126M AUM | 1.73% | $2M | 11.4K | Q4 2025OLDER |
| RMR Capital Management, LLC$138M AUM | 1.70% | $2M | 12.8K | Q1 2026OLDER |
| Envision Financial LLC$186M AUM | 1.70% | $3M | 17.1K | Q1 2026OLDER |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 1.69% | $2M | 10.6K | Q1 2026OLDER |
| Whitegate Investment Counselors, Inc.$315M AUM | 1.68% | $5M | 28.6K | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 1.66% | $19M | 103.7K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 1.64% | $8M | 38.9K | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 1.63% | $799M | 4.33M | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 1.63% | $13M | 71.8K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 1.61% | $2M | 12.1K | Q1 2026OLDER |
| Goepper Burkhardt LLC$299M AUM | 1.60% | $5M | 26.1K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 1.58% | $3M | 17.7K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 1.54% | $8M | 41.0K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 1.53% | $22M | 120.0K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 1.52% | $13M | 68.8K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 1.51% | $201M | 1.09M | Q1 2026OLDER |
| Veridan Wealth LLC$270M AUM | 1.51% | $4M | 22.1K | Q1 2026OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 1.50% | $9M | 50.1K | Q1 2026OLDER |
| TRB Wealth Management, LLC$704M AUM | 1.49% | $10M | 56.9K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 1.49% | $4M | 20.7K | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 1.48% | $5M | 26.9K | Q4 2025OLDER |
| Brickley Wealth Management$583M AUM | 1.47% | $9M | 46.4K | Q1 2026OLDER |
| Marin Bay Wealth Advisors, LLC$166M AUM | 1.31% | $2M | 11.8K | Q1 2026OLDER |
| Granite FO LLC$169M AUM | 1.31% | $2M | 12.0K | Q1 2026OLDER |
| Bristlecone Value Partners, LLC$114M AUM | 1.30% | $1M | 8.0K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 1.28% | $3M | 16.0K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 1.25% | $19M | 104.1K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 1.23% | $17M | 92.5K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 1.21% | $11M | 57.3K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 1.19% | $4M | 21.8K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 1.18% | $4M | 23.4K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 1.16% | $6M | 28.7K | Q2 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 1.15% | $300M | 1.63M | Q1 2026OLDER |
| LPWM LLC$396M AUM | 1.14% | $5M | 24.4K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 1.13% | $2M | 8.6K | Q2 2026 |
| Mainstream Capital Management LLC$149M AUM | 1.12% | $2M | 9.0K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 1.11% | $17M | 89.7K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 1.09% | $4M | 23.5K | Q1 2026OLDER |
| Capital Advantage, Inc.$765M AUM | 1.07% | $8M | 44.4K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 1.05% | $2M | 8.3K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 1.04% | $33M | 179.0K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 1.04% | $43M | 235.9K | Q1 2026OLDER |
| Graetz Wealth LLC$112M AUM | 1.03% | $1M | 6.2K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 1.02% | $3M | 17.8K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 1.01% | $4M | 20.7K | Q1 2026OLDER |
| Genesis Financial Group, LLC$158M AUM | 1.00% | $2M | 8.6K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 1.00% | $2M | 8.5K | Q1 2026OLDER |
| Equity Wealth Partners, LLC$155M AUM | 0.99% | $2M | 8.3K | Q1 2026OLDER |
| Prism Advisors, Inc.$375M AUM | 0.98% | $4M | 19.9K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.97% | $20M | 108.5K | Q1 2026OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 0.96% | $113M | 612.1K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.95% | $5M | 29.7K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.95% | $4M | 20.1K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 0.92% | $2M | 10.1K | Q1 2026OLDER |
| Financial Guidance Group, Inc.$249M AUM | 0.92% | $2M | 12.4K | Q1 2026OLDER |
| MTM FINANCIAL GROUP, LLC$213M AUM | 0.91% | $2M | 10.5K | Q2 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.91% | $8M | 43.0K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 0.89% | $4M | 21.7K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 0.88% | $1M | 7.2K | Q4 2025OLDER |
| LMCG INVESTMENTS, LLC$1.7B AUM | 0.88% | $15M | 79.8K | Q1 2026OLDER |
| Silver Lake Advisory, LLC$252M AUM | 0.87% | $2M | 11.9K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.86% | $4M | 22.0K | Q1 2026OLDER |
| Strategic Advisors LLC$602M AUM | 0.85% | $5M | 27.8K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.85% | $2M | 7.8K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.82% | $7M | 36.5K | Q2 2026 |
| Wells Trecaso Financial Group, LLC$210M AUM | 0.82% | $2M | 9.9K | Q3 2025OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.81% | $1M | 6.8K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.80% | $764,936 | 4.2K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.79% | $2M | 8.9K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.79% | $3M | 18.8K | Q1 2026OLDER |
| DeLarme Wealth Management, Inc.$155M AUM | 0.79% | $1M | 6.6K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 0.78% | $1M | 6.0K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.78% | $9M | 48.7K | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.78% | $5M | 29.2K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.78% | $2M | 8.3K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.78% | $8M | 41.2K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.76% | $1M | 6.5K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.76% | $12M | 67.6K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.75% | $97M | 547.3K | Q4 2025OLDER |
| Junk Investment Group, LLC$191M AUM | 0.75% | $1M | 7.8K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.75% | $6M | 33.5K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.74% | $890,994 | 4.8K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.73% | $30M | 184.4K | Q1 2026OLDER |
| SilverOak Wealth Management LLC$632M AUM | 0.73% | $5M | 25.1K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.73% | $98M | 529.9K | Q1 2026OLDER |
| Evergreen Wealth Management, LLC$194M AUM | 0.71% | $1M | 7.4K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.71% | $10M | 51.3K | Q2 2026 |
| Sepio Capital, LP$1.8B AUM | 0.68% | $13M | 68.4K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 0.68% | $1M | 5.5K | Q2 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.68% | $28M | 154.4K | Q1 2026OLDER |
| LightSquare Wealth Management, LLC$133M AUM | 0.67% | $889,299 | 4.8K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 0.65% | $2M | 9.6K | Q1 2026OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 0.65% | $1M | 6.9K | Q1 2026OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 0.64% | $1M | 7.1K | Q1 2026OLDER |
| Independent Wealth Advisors LLC$102M AUM | 0.64% | $649,901 | 3.5K | Q1 2026OLDER |
| Schwallier Wealth Management LLC$137M AUM | 0.64% | $870,027 | 4.7K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.63% | $15M | 82.3K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 0.62% | $6M | 31.0K | Q1 2026OLDER |
| SVRN Asset Management, LLC$103M AUM | 0.62% | $637,609 | 3.5K | Q1 2026OLDER |
| SPRENG CAPITAL MANAGEMENT, INC.$212M AUM | 0.61% | $1M | 7.1K | Q1 2026OLDER |
| MEMBERS WEALTH LLC$182M AUM | 0.61% | $1M | 5.6K | Q2 2026 |
| Buttonwood Financial Advisors Inc.$299M AUM | 0.61% | $2M | 9.8K | Q1 2026OLDER |
| Astra Wealth Partners LLC$168M AUM | 0.60% | $1M | 5.4K | Q1 2026OLDER |
| Sterling Financial Group, Inc.$316M AUM | 0.58% | $2M | 10.5K | Q3 2025OLDER |
| Directional Asset Management$109M AUM | 0.58% | $629,587 | 3.4K | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.57% | $4M | 21.2K | Q2 2026 |
| Spectrum Investment Advisors, Inc.$201M AUM | 0.57% | $1M | 6.2K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.57% | $4M | 21.2K | Q1 2026OLDER |
| Sherman Wealth Management LLC$133M AUM | 0.54% | $722,743 | 3.7K | Q2 2026 |
| Ally Invest Advisors Inc.$1.5B AUM | 0.54% | $8M | 43.7K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.54% | $615,640 | 3.3K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.53% | $972,077 | 5.3K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.53% | $9M | 49.4K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 0.52% | $593,362 | 3.2K | Q1 2026OLDER |
| Leading Edge Financial Planning LLC$475M AUM | 0.51% | $2M | 13.3K | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 0.51% | $1M | 6.1K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.51% | $19M | 101.7K | Q1 2026OLDER |
| Merited Wealth, LLC$121M AUM | 0.51% | $617,154 | 3.3K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.51% | $2M | 12.3K | Q1 2026OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 0.50% | $845,917 | 4.6K | Q1 2026OLDER |
| Payne Capital LLC$109M AUM | 0.49% | $479,687 | 2.7K | Q4 2025OLDER |
| Falcon Wealth Planning$1.5B AUM | 0.48% | $7M | 38.5K | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 0.48% | $4M | 20.2K | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 0.48% | $3M | 18.8K | Q1 2026OLDER |
| East Coast Asset Management, LLC.$303M AUM | 0.48% | $1M | 7.9K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.48% | $12M | 63.4K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.48% | $895,463 | 4.9K | Q1 2026OLDER |
| AMARA FINANCIAL, LLC.$145M AUM | 0.48% | $691,552 | 3.8K | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 0.47% | $4M | 22.5K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.47% | $2M | 12.3K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.47% | $4M | 23.8K | Q1 2026OLDER |
| Paragon Capital Management Ltd$476M AUM | 0.46% | $2M | 12.0K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.46% | $5,173 | 29.2K | Q4 2025OLDER |
| Kelsey Financial, LLC$114M AUM | 0.46% | $529,989 | 2.9K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.46% | $36M | 195.0K | Q1 2026OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.46% | $2M | 10.8K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.45% | $3M | 17.7K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.45% | $7M | 38.0K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.45% | $2M | 9.3K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.44% | $27M | 148.0K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 0.44% | $2M | 8.1K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 0.44% | $811,145 | 4.4K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.44% | $633,921 | 3.4K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.43% | $6M | 29.7K | Q2 2026 |
| WARNER FINANCIAL, INC$340M AUM | 0.43% | $1M | 7.4K | Q2 2026 |
| Werba Rubin Papier Wealth Management$718M AUM | 0.43% | $3M | 16.8K | Q1 2026OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 0.43% | $2M | 9.3K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.43% | $778,704 | 4.2K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.42% | $4M | 22.2K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.42% | $4M | 23.3K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.41% | $595,148 | 3.2K | Q1 2026OLDER |
| CJM Wealth Advisers, Ltd.$328M AUM | 0.40% | $1M | 7.2K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.40% | $25M | 135.5K | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.40% | $1M | 5.5K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 0.39% | $509,926 | 2.8K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.39% | $17M | 89.9K | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.39% | $15M | 78.9K | Q1 2026OLDER |
| William Mack & Associates, Inc.$175M AUM | 0.38% | $671,885 | 3.6K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.38% | $39M | 209.0K | Q1 2026OLDER |
| Financial Symmetry Inc$281M AUM | 0.38% | $1M | 5.5K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.38% | $2M | 8.3K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.37% | $6M | 32.4K | Q2 2026 |
| Wolff Financial Management LLC$453M AUM | 0.37% | $2M | 9.1K | Q1 2026OLDER |
| Harpswell Capital Advisors, LLC$134M AUM | 0.37% | $497,556 | 2.7K | Q1 2026OLDER |
| Friday Financial$373M AUM | 0.37% | $1M | 6.9K | Q2 2026 |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.37% | $5M | 28.7K | Q1 2026OLDER |
| Bishop & Co Investment Management, LLC$292M AUM | 0.36% | $1M | 5.7K | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.36% | $558,144 | 3.0K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.36% | $13M | 68.8K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.35% | $4M | 23.0K | Q1 2026OLDER |
| Passumpsic Savings Bank$183M AUM | 0.35% | $642,079 | 3.6K | Q4 2025OLDER |
| TME FINANCIAL, INC.$144M AUM | 0.35% | $506,939 | 2.8K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.35% | $412,938 | 2.2K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 0.34% | $439,158 | 2.5K | Q3 2025OLDER |
| WealthShield Partners, LLC$898M AUM | 0.34% | $3M | 16.8K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.34% | $2M | 9.8K | Q1 2026OLDER |
| Atlatl Advisers LLC$135M AUM | 0.34% | $459,779 | 2.5K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.34% | $530,864 | 2.9K | Q1 2026OLDER |
| Squire Investment Management Company, LLC$360M AUM | 0.34% | $1M | 6.6K | Q1 2026OLDER |
| Shade Tree Advisors LLC$140M AUM | 0.33% | $437,927 | 2.5K | Q4 2025OLDER |
| Three Bridge Wealth Advisors, LLC$364M AUM | 0.33% | $1M | 6.5K | Q1 2026OLDER |
| Dala Group, LLC$115M AUM | 0.33% | $379,068 | 2.1K | Q2 2026 |
| Cascade Financial Partners, LLC$970M AUM | 0.33% | $3M | 17.2K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.32% | $365,796 | 2.0K | Q1 2026OLDER |
| Talon Private Wealth, LLC$753M AUM | 0.32% | $2M | 13.2K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.32% | $10M | 54.6K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.32% | $3M | 15.6K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.32% | $3M | 16.1K | Q1 2026OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 0.32% | $732,943 | 4.0K | Q1 2026OLDER |
| First National Bank of Mount Dora, Trust Investment Services$499M AUM | 0.32% | $2M | 8.0K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.32% | $8M | 44.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.31% | $49M | 283.9K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.31% | $902,540 | 4.9K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.31% | $8M | 42.4K | Q1 2026OLDER |
| MorganRosel Wealth Management, LLC$254M AUM | 0.31% | $786,323 | 4.3K | Q1 2026OLDER |
| Lauterbach Financial Advisors, LLC$205M AUM | 0.31% | $633,556 | 3.4K | Q1 2026OLDER |
| Bank of Marin$137M AUM | 0.31% | $423,475 | 2.3K | Q1 2026OLDER |
| CHRISTINE MESSMER PC$156M AUM | 0.31% | $480,763 | 2.6K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.31% | $716,112 | 3.9K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.31% | $742,129 | 4.0K | Q1 2026OLDER |
| KEYVANTAGE WEALTH, LLC$227M AUM | 0.30% | $690,313 | 3.7K | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.30% | $2M | 11.1K | Q1 2026OLDER |
| JMG Financial Group, Ltd.$3.6B AUM | 0.30% | $11M | 59.0K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.30% | $1M | 6.2K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.30% | $24M | 129.1K | Q1 2026OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 0.30% | $572,558 | 3.1K | Q1 2026OLDER |
| Evergreen Wealth Partners LLC$131M AUM | 0.30% | $386,975 | 2.1K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.30% | $769,976 | 4.2K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 0.29% | $2M | 9.1K | Q1 2026OLDER |
| CROBAN$213M AUM | 0.29% | $619,352 | 3.4K | Q1 2026OLDER |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 0.29% | $544,931 | 3.0K | Q4 2025OLDER |
| Finward Bancorp$125M AUM | 0.29% | $361,558 | 2.0K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.29% | $10M | 54.9K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.29% | $923,265 | 4.7K | Q2 2026 |
| Gibraltar Capital Management, Inc.$581M AUM | 0.28% | $2M | 9.0K | Q1 2026OLDER |
| RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM | 0.28% | $992,752 | 5.4K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 0.28% | $1M | 5.4K | Q2 2026 |
| Berkeley, Inc$298M AUM | 0.28% | $837,877 | 4.5K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.28% | $2M | 8.5K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.28% | $600,569 | 3.3K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.28% | $4M | 21.3K | Q1 2026OLDER |
| Pathway Financial Advisors LLC$857M AUM | 0.28% | $2M | 11.9K | Q2 2026 |
| LWM ADVISORS INC$134M AUM | 0.28% | $371,178 | 1.9K | Q2 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.28% | $937,662 | 5.1K | Q1 2026OLDER |
| First Bancorp, Inc /ME/$201M AUM | 0.27% | $552,840 | 3.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.27% | $571M | 3.13M | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.27% | $1M | 6.3K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.27% | $737,304 | 4.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.27% | $12M | 63.3K | Q1 2026OLDER |
| Integrated Capital Management, LLC$237M AUM | 0.27% | $640,822 | 3.5K | Q1 2026OLDER |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 0.27% | $666,766 | 3.6K | Q1 2026OLDER |
| Investments & Financial Planning, LLC$184M AUM | 0.27% | $491,005 | 2.7K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.27% | $580,363 | 3.1K | Q1 2026OLDER |
| Three Arch Wealth Management LLC$556M AUM | 0.27% | $1M | 8.0K | Q1 2026OLDER |
| Noble Family Wealth, LLC$484M AUM | 0.27% | $1M | 7.0K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.27% | $3M | 13.4K | Q2 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.27% | $10M | 52.4K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 0.26% | $2M | 9.8K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.26% | $3M | 13.2K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.26% | $54M | 295.7K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 0.25% | $676,492 | 3.7K | Q1 2026OLDER |
| AVISO WEALTH MANAGEMENT$222M AUM | 0.25% | $557,452 | 3.0K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$216M AUM | 0.25% | $541,265 | 2.9K | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 0.25% | $2M | 8.9K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.25% | $2M | 12.0K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.25% | $8M | 43.1K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.25% | $725,475 | 3.9K | Q1 2026OLDER |
| Yoder Wealth Management, Inc.$219M AUM | 0.24% | $535,702 | 2.9K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 0.24% | $255,596 | 1.4K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.24% | $630,659 | 3.4K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.24% | $480,911 | 2.6K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 0.24% | $634,660 | 3.4K | Q1 2026OLDER |
| MOR Wealth Management, LLC$218M AUM | 0.24% | $515,984 | 2.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.24% | $11M | 61.8K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.24% | $3M | 18.0K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.23% | $10M | 53.7K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.23% | $3M | 15.7K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 0.23% | $440,063 | 2.4K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.23% | $386,804 | 2.1K | Q1 2026OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.23% | $555,658 | 2.9K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.23% | $9M | 45.3K | Q2 2026 |
| Napier Financial, LLC$436M AUM | 0.23% | $1M | 5.5K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.23% | $322,243 | 1.6K | Q2 2026 |
| DDFG, Inc$464M AUM | 0.23% | $1M | 5.8K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.23% | $363,582 | 2.0K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.23% | $13M | 70.8K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.23% | $343,682 | 1.9K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.22% | $2M | 9.9K | Q1 2026OLDER |
| Bravias Capital Group, LLC$153M AUM | 0.22% | $368,339 | 2.1K | Q4 2025OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.22% | $2M | 12.2K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.22% | $9M | 47.0K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 0.22% | $820,995 | 4.2K | Q2 2026 |
| Clarity Capital Advisors, LLC$215M AUM | 0.22% | $471,279 | 2.6K | Q1 2026OLDER |
| Chemistry Wealth Management LLC$625M AUM | 0.22% | $1M | 6.9K | Q2 2026 |
| Cerity Partners Retirement Plan Advisors LLC$196M AUM | 0.22% | $427,777 | 2.3K | Q1 2026OLDER |
| Smith Thornton Advisors LLC$199M AUM | 0.21% | $423,475 | 2.3K | Q1 2026OLDER |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 0.21% | $9M | 49.3K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.21% | $303,084 | 1.6K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.21% | $6M | 33.3K | Q1 2026OLDER |
| Note Advisors, LLC$200M AUM | 0.21% | $419,053 | 2.3K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.21% | $420,159 | 2.3K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.21% | $308,669 | 1.7K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.21% | $1M | 6.6K | Q1 2026OLDER |
| Murphy Pohlad Asset Management LLC$279M AUM | 0.20% | $568,821 | 3.1K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.20% | $3M | 17.2K | Q2 2026 |
| LOWERY THOMAS, LLC$175M AUM | 0.20% | $354,908 | 1.9K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.20% | $13M | 71.4K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.20% | $1M | 7.7K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.20% | $544,905 | 3.0K | Q1 2026OLDER |
| Livet Wealth, LLC$157M AUM | 0.20% | $310,122 | 1.7K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.20% | $6M | 34.9K | Q1 2026OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 0.20% | $2M | 9.9K | Q4 2025OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.19% | $542,471 | 2.9K | Q1 2026OLDER |
| Integrity Wealth Partners, LLC$111M AUM | 0.19% | $215,262 | 1.2K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.19% | $13M | 71.6K | Q1 2026OLDER |
| waypoint wealth counsel$193M AUM | 0.19% | $369,508 | 2.0K | Q1 2026OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 0.19% | $570,709 | 3.2K | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.19% | $15M | 83.2K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.19% | $368,560 | 2.0K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.19% | $520,333 | 2.6K | Q2 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.19% | $5M | 27.5K | Q1 2026OLDER |
| Cravens & Co Advisors, LLC$154M AUM | 0.19% | $287,477 | 1.6K | Q1 2026OLDER |
| Richard P Slaughter Associates Inc$463M AUM | 0.19% | $863,905 | 4.7K | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.19% | $5M | 27.9K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.19% | $1M | 6.9K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.18% | $3M | 17.1K | Q1 2026OLDER |
| WEST BANCORPORATION INC$200M AUM | 0.18% | $366,901 | 2.0K | Q1 2026OLDER |
| Foresight Global Investors, Inc.$154M AUM | 0.18% | $304,642 | 1.7K | Q3 2025OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.18% | $3M | 18.5K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.18% | $1M | 7.8K | Q1 2026OLDER |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 0.18% | $597,411 | 3.2K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.18% | $13M | 63.2K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.18% | $122M | 659.6K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.18% | $226,480 | 1.2K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.17% | $4M | 21.5K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.17% | $484,231 | 2.5K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.17% | $14M | 77.2K | Q1 2026OLDER |
| WP Advisors, LLC$387M AUM | 0.17% | $655,932 | 3.6K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.17% | $383,671 | 2.1K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.17% | $646,331 | 3.3K | Q2 2026 |
| UNIVEST FINANCIAL Corp$1.8B AUM | 0.17% | $3M | 16.4K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.17% | $11M | 58.4K | Q1 2026OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 0.17% | $247,857 | 1.3K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.17% | $561,254 | 3.0K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.17% | $274,469 | 1.5K | Q1 2026OLDER |
| Long Island Wealth Management, Inc.$216M AUM | 0.17% | $358,056 | 1.9K | Q1 2026OLDER |
| GENERAL AMERICAN INVESTORS CO INC$1.5B AUM | 0.17% | $3M | 13.7K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.17% | $3M | 13.9K | Q1 2026OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 0.16% | $930,327 | 4.7K | Q2 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.16% | $10M | 52.7K | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 0.16% | $386,988 | 2.1K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.16% | $788,525 | 4.3K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.16% | $6M | 30.4K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.16% | $2M | 7.6K | Q2 2026 |
| Argent Advisors, Inc.$366M AUM | 0.16% | $571,268 | 3.1K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.16% | $2M | 9.6K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 0.16% | $795,102 | 4.0K | Q2 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 0.16% | $1M | 8.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.16% | $269M | 1.46M | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.16% | $29M | 159.2K | Q1 2026OLDER |
| THOMPSON DAVIS & CO., INC.$150M AUM | 0.15% | $230,166 | 1.2K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 0.15% | $413,709 | 2.2K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.15% | $19M | 105.3K | Q1 2026OLDER |
| Sendero Wealth Management, LLC$904M AUM | 0.15% | $1M | 7.4K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.15% | $945,933 | 5.1K | Q1 2026OLDER |
| Prospera Capital Management, LLC$199M AUM | 0.15% | $300,521 | 1.6K | Q1 2026OLDER |
| INTEGRAL INVESTMENT ADVISORS, INC.$454M AUM | 0.15% | $680,794 | 3.4K | Q2 2026 |
| BANK OF HAWAII$1.9B AUM | 0.15% | $3M | 15.5K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.15% | $2M | 11.9K | Q1 2026OLDER |
| Meriwether Wealth & Planning, LLC$202M AUM | 0.15% | $299,166 | 1.5K | Q2 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.15% | $2M | 10.5K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.15% | $817,403 | 4.4K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.15% | $269,420 | 1.5K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.14% | $587,223 | 3.0K | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.14% | $9M | 50.8K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.14% | $4M | 19.9K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.14% | $2M | 9.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.14% | $54M | 290.9K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.14% | $2M | 11.7K | Q1 2026OLDER |
| Kendall Capital Management$488M AUM | 0.14% | $685,522 | 3.7K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.14% | $126M | 683.8K | Q1 2026OLDER |
| Brown Financial Advisory$202M AUM | 0.14% | $281,425 | 1.5K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 0.14% | $2M | 11.2K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.14% | $4M | 21.6K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.14% | $3M | 15.4K | Q1 2026OLDER |
| Forum Private Client Group LLC$300M AUM | 0.14% | $410,435 | 2.2K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.14% | $653,620 | 3.5K | Q1 2026OLDER |
| Pinion Investment Advisors, LLC$428M AUM | 0.14% | $581,956 | 3.2K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.14% | $293,218 | 1.7K | Q4 2025OLDER |
| TPG Financial Advisors, LLC$307M AUM | 0.14% | $415,432 | 2.3K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.13% | $1M | 5.9K | Q1 2026OLDER |
| WRAPMANAGER INC$288M AUM | 0.13% | $385,882 | 2.1K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.13% | $387,513 | 2.1K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.13% | $2M | 9.9K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.13% | $11M | 57.7K | Q1 2026OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 0.13% | $450,350 | 2.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.13% | $37M | 198.6K | Q2 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.13% | $3M | 18.8K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.13% | $467,332 | 2.5K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.13% | $3M | 17.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.13% | $74M | 399.2K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.13% | $398,981 | 2.2K | Q1 2026OLDER |
| McNamara Financial Services, Inc.$528M AUM | 0.13% | $687,549 | 3.7K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.13% | $4M | 23.2K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.13% | $298,116 | 1.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.13% | $111M | 603.5K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.13% | $628,632 | 3.4K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.13% | $716,481 | 3.9K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.13% | $432,152 | 2.2K | Q2 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.13% | $2M | 9.1K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.13% | $26M | 141.4K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.13% | $569,120 | 3.1K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.13% | $464,803 | 2.5K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.13% | $2M | 11.3K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.13% | $865,563 | 4.7K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.13% | $592,224 | 3.2K | Q1 2026OLDER |
| St. Louis Trust Co$856M AUM | 0.13% | $1M | 5.8K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.13% | $1M | 6.3K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.12% | $1M | 5.8K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.12% | $45M | 241.7K | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 0.12% | $308,669 | 1.7K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.12% | $2M | 8.7K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.12% | $3M | 14.0K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.12% | $4M | 23.9K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.12% | $682,573 | 3.7K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.12% | $2M | 13.0K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.12% | $221,800 | 1.2K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.