VANGUARD INDEX FDS
CUSIP 922908553
Vanguard Index Fds has 1,764 institutional holders in Filings Flow’s 13F database, together reporting 229.28M shares worth $19.5B as of Q1 2026. The largest reported holders are Empower Advisory Group, LLC, Northwestern Mutual Wealth Management Co, and Creative Planning.
Institutional Holders
1,764
Q1 2026
Reported Value
$19.5B
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 |
|---|---|---|---|---|
| Pennsylvania State University$191M AUM | 27.46% | $53M | 592.2K | Q1 2026OLDER |
| Seven Post Investment Office LP$310M AUM | 24.36% | $75M | 849.9K | Q1 2026OLDER |
| Gibson Capital, LLC$537M AUM | 22.91% | $123M | 1.39M | Q1 2026OLDER |
| Vanderbilt University$526M AUM | 14.58% | $77M | 865.6K | Q1 2026OLDER |
| VISTA CAPITAL PARTNERS, INC.$994M AUM | 12.92% | $128M | 1.45M | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 11.49% | $38M | 433.8K | Q1 2026OLDER |
| DEFINE FINANCIAL, LLC$184M AUM | 10.46% | $19M | 217.3K | Q1 2026OLDER |
| Fairfield University$200M AUM | 9.59% | $19M | 215.8K | Q1 2026OLDER |
| Fort Henry Capital, LLC$165M AUM | 8.89% | $15M | 165.7K | Q1 2026OLDER |
| Dai-ichi Life Holdings, Inc.$104M AUM | 8.61% | $9M | 98.0K | Q3 2025OLDER |
| Somnio Financial Group, LLC$169M AUM | 8.23% | $14M | 144.0K | Q2 2026 |
| Whelan Financial$322M AUM | 7.28% | $23M | 264.5K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 7.26% | $20M | 222.5K | Q1 2026OLDER |
| Wrenne Financial Planning LLC$255M AUM | 7.24% | $18M | 208.1K | Q1 2026OLDER |
| Krane Financial Solutions LLC$147M AUM | 7.10% | $10M | 117.8K | Q1 2026OLDER |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC$232M AUM | 7.08% | $16M | 185.3K | Q1 2026OLDER |
| Horizons Wealth Management$152M AUM | 6.81% | $10M | 117.1K | Q1 2026OLDER |
| Allodium Investment Consultants, LLC$209M AUM | 6.72% | $14M | 158.1K | Q1 2026OLDER |
| Drystone LLC$111M AUM | 6.50% | $7M | 81.3K | Q1 2026OLDER |
| Archvest Wealth Advisors, Inc.$155M AUM | 6.34% | $10M | 110.7K | Q1 2026OLDER |
| Magnolia Wealth Management, LLC$172M AUM | 6.31% | $11M | 122.1K | Q1 2026OLDER |
| BluePrint Investing LLC$126M AUM | 6.07% | $8M | 86.0K | Q1 2026OLDER |
| ATMOS ADVISORY, LLC$191M AUM | 5.84% | $11M | 116.0K | Q2 2026 |
| Omega Financial Group, LLC$308M AUM | 5.81% | $18M | 201.4K | Q1 2026OLDER |
| BLUESTEM FINANCIAL ADVISORS, LLC$259M AUM | 5.37% | $14M | 156.8K | Q1 2026OLDER |
| Tide Cove Capital Partners LLC$147M AUM | 5.35% | $8M | 82.6K | Q1 2026OLDER |
| Marathon Strategic Advisors, LLC$139M AUM | 5.34% | $7M | 83.7K | Q1 2026OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 5.20% | $154M | 1.74M | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 5.16% | $24M | 269.7K | Q1 2026OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 5.10% | $91M | 1.02M | Q1 2026OLDER |
| Cordant, Inc.$246M AUM | 5.03% | $12M | 139.8K | Q1 2026OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 4.99% | $6M | 57.8K | Q2 2026 |
| Campion Asset Management$147M AUM | 4.91% | $7M | 81.5K | Q1 2026OLDER |
| Chandler Asset Management, Inc.$659M AUM | 4.82% | $32M | 358.3K | Q1 2026OLDER |
| ACT WEALTH MANAGEMENT, LLC$340M AUM | 4.75% | $16M | 167.5K | Q2 2026 |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 4.61% | $19M | 197.5K | Q2 2026 |
| SVRN Asset Management, LLC$103M AUM | 4.59% | $5M | 53.5K | Q1 2026OLDER |
| Wela Strategies, Inc.$264M AUM | 4.37% | $12M | 126.2K | Q3 2025OLDER |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 4.35% | $25M | 278.2K | Q1 2026OLDER |
| Adaptive Financial Consulting, LLC$261M AUM | 4.30% | $11M | 126.5K | Q1 2026OLDER |
| MOLLER WEALTH PARTNERS$507M AUM | 4.21% | $21M | 240.6K | Q1 2026OLDER |
| Ariston Services Group$167M AUM | 4.21% | $7M | 0 | Q1 2026OLDER |
| Gray Private Wealth, LLC$199M AUM | 4.15% | $8M | 93.1K | Q1 2026OLDER |
| PACK Private Wealth, LLC$218M AUM | 4.15% | $9M | 101.9K | Q1 2026OLDER |
| Richmond Brothers, Inc.$150M AUM | 4.11% | $6M | 69.6K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 4.06% | $10M | 114.8K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 3.89% | $1.5B | 16.88M | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 3.84% | $10M | 140.7K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 3.75% | $6M | 60.8K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 3.67% | $4M | 48.4K | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 3.61% | $6M | 68.9K | Q1 2026OLDER |
| Heritage Wealth Management, Inc./Texas$234M AUM | 3.59% | $8M | 94.7K | Q1 2026OLDER |
| Austin Asset Management Co Inc$608M AUM | 3.45% | $21M | 236.6K | Q1 2026OLDER |
| Ted Buchan & Co$275M AUM | 3.40% | $9M | 105.5K | Q1 2026OLDER |
| Navalign, LLC$396M AUM | 3.39% | $13M | 151.6K | Q1 2026OLDER |
| SACHEM HILL LLC$516M AUM | 3.39% | $18M | 197.3K | Q1 2026OLDER |
| Efficient Advisors, LLC$1.4B AUM | 3.39% | $48M | 537.8K | Q1 2026OLDER |
| Kagan Cocozza Asset Management$142M AUM | 3.34% | $5M | 53.4K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 3.28% | $16M | 177.7K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 3.28% | $6M | 68.6K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 3.27% | $12M | 128.2K | Q2 2026 |
| Finhabits Advisors LLC$108M AUM | 3.24% | $4M | 39.6K | Q1 2026OLDER |
| Employees' Retirement Fund of the City of Fort Worth$230M AUM | 3.20% | $7M | 83.0K | Q1 2026OLDER |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 3.19% | $3M | 35.6K | Q1 2026OLDER |
| Zeit Capital LLC$149M AUM | 3.17% | $5M | 53.4K | Q1 2026OLDER |
| DWR WEALTH MANAGEMENT, LLC$134M AUM | 3.17% | $4M | 43.1K | Q2 2026 |
| Latigo Investments, LLC$201M AUM | 3.14% | $6M | 71.0K | Q1 2026OLDER |
| Rainwater Charitable Foundation$194M AUM | 3.13% | $6M | 68.4K | Q1 2026OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 3.12% | $10M | 106.9K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 3.11% | $27M | 304.2K | Q1 2026OLDER |
| BARD ASSOCIATES INC$398M AUM | 3.10% | $12M | 139.2K | Q1 2026OLDER |
| E&R Wealth Management, LLC$100M AUM | 3.05% | $3M | 34.5K | Q1 2026OLDER |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 3.01% | $21M | 234.3K | Q1 2026OLDER |
| REBALANCE, LLC$1.7B AUM | 3.01% | $52M | 584.3K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 3.00% | $7M | 82.1K | Q1 2026OLDER |
| Aletheian Wealth Advisors LLC$234M AUM | 2.97% | $7M | 72.1K | Q2 2026 |
| Financial Futures Ltd Liability Co.$228M AUM | 2.96% | $7M | 75.8K | Q1 2026OLDER |
| Northeast Financial Group, Inc.$404M AUM | 2.94% | $12M | 133.9K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 2.94% | $763M | 8.60M | Q1 2026OLDER |
| Omnia Family Wealth, LLC$373M AUM | 2.93% | $11M | 113.3K | Q2 2026 |
| Baron Financial Group, LLC$210M AUM | 2.91% | $6M | 63.3K | Q2 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 2.82% | $196M | 2.21M | Q1 2026OLDER |
| Hurlow Wealth Management Group, Inc.$420M AUM | 2.80% | $12M | 132.6K | Q1 2026OLDER |
| Frisco Financial Planning LLC$133M AUM | 2.77% | $4M | 38.1K | Q2 2026 |
| Prairiewood Capital, LLC$346M AUM | 2.75% | $10M | 107.3K | Q1 2026OLDER |
| FIDELIS iM, LLC$264M AUM | 2.74% | $7M | 81.6K | Q1 2026OLDER |
| Note Advisors, LLC$200M AUM | 2.71% | $5M | 61.0K | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 2.70% | $16M | 175.4K | Q1 2026OLDER |
| BAYSHORE ASSET MANAGEMENT, LLC$251M AUM | 2.69% | $7M | 76.1K | Q1 2026OLDER |
| David Kennon Inc$279M AUM | 2.68% | $7M | 84.2K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 2.67% | $39M | 442.5K | Q1 2026OLDER |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 2.66% | $124M | 1.39M | Q1 2026OLDER |
| Flagstone Financial Management$403M AUM | 2.58% | $10M | 117.4K | Q1 2026OLDER |
| IF Advisors, LLC$141M AUM | 2.57% | $4M | 41.0K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 2.57% | $3M | 37.3K | Q1 2026OLDER |
| West Financial Advisors, LLC$659M AUM | 2.56% | $17M | 174.6K | Q2 2026 |
| MFA Wealth Services$151M AUM | 2.55% | $4M | 43.5K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 2.52% | $6M | 64.9K | Q1 2026OLDER |
| Silver Coast Investments LLC$313M AUM | 2.50% | $8M | 88.3K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 2.47% | $4M | 44.1K | Q1 2026OLDER |
| KRM WEALTH MANAGEMENT L.L.C.$192M AUM | 2.45% | $5M | 53.0K | Q1 2026OLDER |
| Norris Financial Group, LLC$108M AUM | 2.45% | $3M | 28.6K | Q2 2026 |
| Infinity Wealth Counsel, LLC$124M AUM | 2.44% | $3M | 31.3K | Q2 2026 |
| Carter Financial, LLC$115M AUM | 2.41% | $3M | 31.2K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 2.40% | $25M | 277.9K | Q1 2026OLDER |
| Unconventional Investor, LLC$211M AUM | 2.40% | $5M | 56.9K | Q1 2026OLDER |
| Partners in Financial Planning$603M AUM | 2.32% | $14M | 157.5K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 2.32% | $17M | 187.5K | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 2.30% | $124M | 1.39M | Q1 2026OLDER |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS$1.0B AUM | 2.29% | $24M | 266.7K | Q1 2026OLDER |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 2.28% | $43M | 485.5K | Q1 2026OLDER |
| Rodgers & Associates, LTD$982M AUM | 2.17% | $21M | 240.5K | Q1 2026OLDER |
| Riverpoint Wealth Management Holdings, LLC$470M AUM | 2.15% | $10M | 114.1K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 2.13% | $4M | 43.6K | Q1 2026OLDER |
| Perbak Capital Partners LLP$406M AUM | 2.13% | $9M | 97.5K | Q1 2026OLDER |
| Sherman Asset Management, Inc.$109M AUM | 2.07% | $2M | 25.4K | Q1 2026OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 2.06% | $3M | 28.9K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 2.06% | $4M | 50.2K | Q1 2026OLDER |
| Strategic Wealth Investment Group, LLC$788M AUM | 2.05% | $16M | 182.2K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$518M AUM | 2.05% | $11M | 119.7K | Q1 2026OLDER |
| Frankly Finances, LLC$110M AUM | 2.01% | $2M | 25.1K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 2.00% | $8M | 85.5K | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 2.00% | $2M | 23.7K | Q1 2026OLDER |
| Garde Capital, Inc.$1.7B AUM | 2.00% | $33M | 375.9K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 2.00% | $3M | 38.5K | Q1 2026OLDER |
| University of Illinois Foundation$487M AUM | 1.97% | $10M | 108.0K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 1.96% | $893M | 10.07M | Q1 2026OLDER |
| Axos Invest Inc.$132M AUM | 1.96% | $3M | 29.2K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 1.92% | $138M | 1.56M | Q1 2026OLDER |
| Amicus Financial Advisors, LLC$363M AUM | 1.92% | $7M | 78.5K | Q1 2026OLDER |
| New Hampshire Trust$496M AUM | 1.91% | $9M | 106.8K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 1.90% | $5M | 56.1K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 1.89% | $6M | 65.6K | Q1 2026OLDER |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 1.86% | $3M | 34.2K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 1.84% | $9M | 101.5K | Q1 2026OLDER |
| SHEPHERD KAPLAN KROCHUK, LLC$119M AUM | 1.84% | $2M | 24.7K | Q1 2026OLDER |
| Value Investment Professionals, LLC$119M AUM | 1.83% | $2M | 22.6K | Q2 2026 |
| Aureum Wealth Management, LLC$144M AUM | 1.82% | $3M | 29.5K | Q1 2026OLDER |
| Obsido Oy$165M AUM | 1.81% | $3M | 33.8K | Q1 2026OLDER |
| Dala Group, LLC$115M AUM | 1.80% | $2M | 23.4K | Q2 2026 |
| Broadview Financial Management, LLC$146M AUM | 1.78% | $3M | 29.5K | Q1 2026OLDER |
| Kure Advisory, LLC$184M AUM | 1.78% | $3M | 36.9K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 1.76% | $24M | 252.0K | Q2 2026 |
| BALANCED WEALTH GROUP LLC$279M AUM | 1.74% | $5M | 54.8K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 1.71% | $12M | 137.1K | Q1 2026OLDER |
| REDW Wealth LLC$251M AUM | 1.70% | $4M | 48.0K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 1.67% | $26M | 290.0K | Q1 2026OLDER |
| Tanglewood Wealth Management, Inc.$1.2B AUM | 1.66% | $20M | 225.5K | Q1 2026OLDER |
| Cliffwater LLC$377M AUM | 1.64% | $6M | 69.9K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 1.64% | $2M | 19.7K | Q1 2026OLDER |
| Neumann Capital Management, LLC$340M AUM | 1.63% | $6M | 62.3K | Q1 2026OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 1.59% | $18M | 198.1K | Q1 2026OLDER |
| CROBAN$213M AUM | 1.57% | $3M | 37.7K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 1.56% | $21M | 238.0K | Q1 2026OLDER |
| Financial Advisory Corp$754M AUM | 1.55% | $12M | 121.6K | Q2 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 1.51% | $2M | 23.5K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 1.50% | $3M | 37.2K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 1.49% | $8M | 85.4K | Q1 2026OLDER |
| Red Wave Investments LLC$335M AUM | 1.49% | $5M | 56.1K | Q1 2026OLDER |
| LPWM LLC$396M AUM | 1.47% | $6M | 65.6K | Q1 2026OLDER |
| Prospect Financial Group LLC$108M AUM | 1.47% | $2M | 17.9K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 1.46% | $14M | 154.4K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 1.46% | $67M | 759.7K | Q1 2026OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 1.46% | $5M | 59.7K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 1.46% | $8M | 84.7K | Q1 2026OLDER |
| Asset Advisory Group, Inc.$229M AUM | 1.44% | $3M | 34.1K | Q2 2026 |
| Whitegate Investment Counselors, Inc.$315M AUM | 1.44% | $5M | 50.9K | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 1.43% | $8M | 85.0K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 1.42% | $17M | 190.4K | Q1 2026OLDER |
| Disciplined Investments, LLC$279M AUM | 1.41% | $4M | 44.4K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 1.41% | $6M | 71.3K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 1.41% | $22M | 248.7K | Q1 2026OLDER |
| WestHill Financial Advisors, Inc.$523M AUM | 1.40% | $7M | 82.4K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 1.39% | $3M | 33.7K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 1.37% | $3M | 34.2K | Q1 2026OLDER |
| SOUTHERN CAPITAL SERVICES INC /ADV$156M AUM | 1.37% | $2M | 24.0K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 1.36% | $3M | 34.0K | Q1 2026OLDER |
| VERITY Wealth Advisors$150M AUM | 1.35% | $2M | 22.8K | Q1 2026OLDER |
| Graetz Wealth LLC$112M AUM | 1.34% | $1M | 16.9K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 1.33% | $3M | 34.2K | Q1 2026OLDER |
| Cooke Wealth Management, LLC$113M AUM | 1.32% | $1M | 16.8K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 1.30% | $5M | 54.1K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 1.29% | $15M | 164.8K | Q1 2026OLDER |
| CORRADO ADVISORS, LLC$192M AUM | 1.29% | $3M | 29.1K | Q4 2025OLDER |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 1.29% | $4M | 42.6K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 1.29% | $3M | 30.6K | Q1 2026OLDER |
| COMMUNITY TRUST & INVESTMENT CO$1.9B AUM | 1.29% | $25M | 258.6K | Q2 2026 |
| LifeGuide Financial Advisors, LLC$351M AUM | 1.28% | $5M | 46.7K | Q2 2026 |
| Clayton Financial Group LLC$195M AUM | 1.28% | $2M | 28.1K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 1.28% | $1M | 16.7K | Q1 2026OLDER |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 1.27% | $7M | 72.9K | Q3 2025OLDER |
| Payne Capital Management, LLC$331M AUM | 1.24% | $4M | 46.1K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 1.24% | $3M | 27.4K | Q2 2026 |
| Johnson Financial Group, LLC$1.5B AUM | 1.24% | $19M | 209.2K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 1.21% | $3M | 35.1K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 1.21% | $3M | 33.0K | Q1 2026OLDER |
| William Howard & Co Financial Advisors Inc$129M AUM | 1.20% | $2M | 16.0K | Q2 2026 |
| Johnson Wealth Management, LLC$207M AUM | 1.20% | $2M | 28.0K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 1.19% | $13M | 148.4K | Q1 2026OLDER |
| Peterson Wealth Advisors, LLC$752M AUM | 1.19% | $9M | 100.6K | Q1 2026OLDER |
| CHERRYDALE WEALTH MANAGEMENT, LLC$324M AUM | 1.16% | $4M | 42.4K | Q1 2026OLDER |
| TFO Wealth Partners, LLC$735M AUM | 1.16% | $9M | 96.0K | Q1 2026OLDER |
| Independence Asset Advisors, LLC$277M AUM | 1.14% | $3M | 35.4K | Q1 2026OLDER |
| Keewaydin Investments LLC$317M AUM | 1.13% | $4M | 40.5K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 1.12% | $5M | 58.4K | Q1 2026OLDER |
| Rockwood Wealth Management, LLC$1.4B AUM | 1.12% | $16M | 175.8K | Q1 2026OLDER |
| Kassira Wealth Management LLC$109M AUM | 1.11% | $1M | 13.7K | Q1 2026OLDER |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 1.11% | $3M | 36.0K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 1.11% | $4M | 49.0K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 1.11% | $4M | 48.1K | Q3 2025OLDER |
| Dodds Wealth, LLC$407M AUM | 1.10% | $4M | 50.6K | Q1 2026OLDER |
| Inman Jager Wealth Management, LLC$171M AUM | 1.10% | $2M | 21.2K | Q1 2026OLDER |
| JFG Wealth Management, LLC$511M AUM | 1.09% | $6M | 60.7K | Q3 2025OLDER |
| Financial Advisors Network, Inc.$724M AUM | 1.08% | $8M | 88.4K | Q1 2026OLDER |
| 111 Capital$406M AUM | 1.08% | $4M | 49.5K | Q1 2026OLDER |
| LMG Wealth Partners, LLC$549M AUM | 1.07% | $6M | 66.4K | Q1 2026OLDER |
| Five Pine Wealth Management$161M AUM | 1.07% | $2M | 19.3K | Q1 2026OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 1.06% | $20M | 226.3K | Q1 2026OLDER |
| Hansen & Associates Financial Group, Inc.$186M AUM | 1.06% | $2M | 21.8K | Q1 2026OLDER |
| Kinloch Capital, LLC$245M AUM | 1.06% | $3M | 29.2K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 1.05% | $4M | 42.9K | Q1 2026OLDER |
| TMB Capital Partners, LLC$297M AUM | 1.04% | $3M | 34.9K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 1.04% | $4M | 40.0K | Q1 2026OLDER |
| PATTON FUND MANAGEMENT, INC.$589M AUM | 1.04% | $6M | 68.9K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 1.03% | $6M | 71.2K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 1.02% | $3M | 39.3K | Q1 2026OLDER |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 1.02% | $4M | 43.6K | Q1 2026OLDER |
| Prime Buchholz LLC$191M AUM | 1.02% | $2M | 22.0K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 1.02% | $5M | 54.2K | Q1 2026OLDER |
| Hudson Oak Wealth Advisory LLC$115M AUM | 1.02% | $1M | 13.2K | Q1 2026OLDER |
| CMH Wealth Management LLC$655M AUM | 1.01% | $7M | 68.6K | Q2 2026 |
| Vigilare Wealth Management$326M AUM | 1.00% | $3M | 33.8K | Q2 2026 |
| Factor Wealth Management LTD$661M AUM | 0.99% | $7M | 68.1K | Q2 2026 |
| Northwest Quadrant Wealth Management, LLC$481M AUM | 0.98% | $5M | 53.3K | Q1 2026OLDER |
| VeraBank, N.A.$546M AUM | 0.97% | $5M | 60.0K | Q1 2026OLDER |
| Prudent Man Advisors, LLC$334M AUM | 0.97% | $3M | 36.6K | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 0.97% | $1M | 12.8K | Q1 2026OLDER |
| Comprehensive Financial Management LLC$3.0B AUM | 0.97% | $29M | 328.3K | Q1 2026OLDER |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$350M AUM | 0.96% | $3M | 37.8K | Q1 2026OLDER |
| Bay Rivers Group$293M AUM | 0.96% | $2M | 25.9K | Q1 2026OLDER |
| Tillman Hartley LLC$398M AUM | 0.95% | $4M | 42.9K | Q1 2026OLDER |
| Peak Retirement Planning, Inc.$501M AUM | 0.95% | $5M | 53.7K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.94% | $4M | 48.4K | Q1 2026OLDER |
| Reality Financial Planning Services, LLC$104M AUM | 0.93% | $968,072 | 10.9K | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.93% | $2M | 18.1K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 0.93% | $9M | 99.4K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.92% | $11M | 129.5K | Q1 2026OLDER |
| UNITED BANK$781M AUM | 0.92% | $7M | 80.7K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 0.91% | $2M | 17.3K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.91% | $11M | 127.6K | Q1 2026OLDER |
| Cedar Point Capital Partners, LLC$154M AUM | 0.90% | $1M | 15.7K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.90% | $2M | 24.7K | Q1 2026OLDER |
| Sincerus Advisory, LLC$147M AUM | 0.90% | $1M | 13.8K | Q2 2026 |
| Family CFO Inc$223M AUM | 0.90% | $2M | 22.7K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.90% | $62M | 693.7K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.90% | $3M | 37.2K | Q4 2025OLDER |
| Financial & Tax Architects, LLC$448M AUM | 0.89% | $4M | 45.1K | Q1 2026OLDER |
| DBK Financial Counsel, LLC$132M AUM | 0.89% | $1M | 13.2K | Q2 2026 |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 0.88% | $1M | 15.4K | Q4 2025OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.87% | $2M | 25.0K | Q1 2026OLDER |
| Family Legacy, Inc.$333M AUM | 0.87% | $3M | 32.6K | Q1 2026OLDER |
| Mission Financial Group, LLC$108M AUM | 0.86% | $934,721 | 10.5K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.85% | $6M | 71.2K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.85% | $2M | 23.4K | Q1 2026OLDER |
| NESTEGG ADVISORS, INC.$114M AUM | 0.84% | $956,688 | 10.8K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 0.84% | $3M | 31.9K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 0.83% | $2M | 26.6K | Q1 2026OLDER |
| NORTH DALLAS BANK & TRUST CO$148M AUM | 0.83% | $1M | 13.8K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.82% | $2M | 17.3K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.82% | $4M | 40.8K | Q1 2026OLDER |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.82% | $5M | 54.6K | Q1 2026OLDER |
| Powerhouse Assets LLC$115M AUM | 0.81% | $934,773 | 10.5K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.81% | $6M | 65.1K | Q1 2026OLDER |
| Sylvest Advisors, LLC$188M AUM | 0.81% | $2M | 17.1K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.80% | $21M | 233.9K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.79% | $22M | 253.3K | Q1 2026OLDER |
| GREENWOOD GEARHART LLC$1.8B AUM | 0.79% | $15M | 165.5K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.79% | $27M | 303.5K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.79% | $3M | 35.1K | Q1 2026OLDER |
| Cerity Partners Retirement Plan Advisors LLC$196M AUM | 0.78% | $2M | 17.6K | Q1 2026OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 0.78% | $3M | 32.2K | Q1 2026OLDER |
| Newport Capital Group, LLC$164M AUM | 0.78% | $1M | 14.5K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 0.76% | $2M | 23.6K | Q1 2026OLDER |
| North Berkeley Wealth Management, LLC$189M AUM | 0.76% | $1M | 16.2K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 0.76% | $48M | 544.6K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.76% | $1.1B | 12.56M | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.74% | $3M | 30.5K | Q1 2026OLDER |
| EPIQ PARTNERS, LLC$236M AUM | 0.74% | $2M | 18.1K | Q2 2026 |
| Noble Wealth Management PBC$223M AUM | 0.73% | $2M | 17.0K | Q2 2026 |
| Eagle Bay Advisors LLC$113M AUM | 0.73% | $830,409 | 9.4K | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 0.73% | $5M | 59.4K | Q1 2026OLDER |
| PURE PORTFOLIOS HOLDINGS LLC$332M AUM | 0.73% | $2M | 27.3K | Q4 2025OLDER |
| ArchPoint Investors$420M AUM | 0.72% | $3M | 34.1K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 0.72% | $1M | 14.0K | Q3 2025OLDER |
| Marotta Asset Management$601M AUM | 0.71% | $4M | 43.9K | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.70% | $1.1B | 12.83M | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.70% | $40M | 455.5K | Q1 2026OLDER |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 0.70% | $2M | 20.3K | Q1 2026OLDER |
| SENTINEL WEALTH MANAGEMENT, INC.$125M AUM | 0.69% | $868,728 | 9.8K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.69% | $962,680 | 10.9K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.68% | $7M | 77.9K | Q1 2026OLDER |
| Andrews Advisory Associates, LLC$190M AUM | 0.68% | $1M | 14.5K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.67% | $198M | 2.23M | Q1 2026OLDER |
| Frontier Asset Management, LLC$477M AUM | 0.66% | $3M | 35.7K | Q1 2026OLDER |
| Uptown Financial Advisors LLC$126M AUM | 0.66% | $833,316 | 9.4K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.66% | $11M | 128.6K | Q1 2026OLDER |
| General Partner, Inc.$186M AUM | 0.66% | $1M | 12.6K | Q2 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.65% | $17M | 175.0K | Q2 2026 |
| One Wealth Map LLC$213M AUM | 0.65% | $1M | 14.4K | Q1 2026OLDER |
| AMI INVESTMENT MANAGEMENT INC$445M AUM | 0.65% | $3M | 32.5K | Q1 2026OLDER |
| Praetorian Wealth Management, Inc.$580M AUM | 0.65% | $4M | 39.0K | Q2 2026 |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.65% | $2M | 20.5K | Q1 2026OLDER |
| Livet Wealth, LLC$157M AUM | 0.65% | $1M | 11.4K | Q1 2026OLDER |
| United Bank$301M AUM | 0.64% | $2M | 20.3K | Q3 2025OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 0.63% | $706,243 | 8.0K | Q1 2026OLDER |
| Clifford Group, LLC$130M AUM | 0.62% | $811,003 | 9.1K | Q1 2026OLDER |
| JMG Financial Group, Ltd.$3.6B AUM | 0.62% | $23M | 255.1K | Q1 2026OLDER |
| Human Investing LLC$687M AUM | 0.62% | $4M | 48.2K | Q1 2026OLDER |
| TORNO CAPITAL, LLC$725M AUM | 0.62% | $7M | 82.0K | Q3 2025OLDER |
| Robinson Value Management, Ltd.$180M AUM | 0.62% | $1M | 12.5K | Q1 2026OLDER |
| LCW Services, LLC$201M AUM | 0.62% | $1M | 13.1K | Q4 2025OLDER |
| Jacobs Equity LLC$112M AUM | 0.61% | $681,212 | 7.0K | Q1 2026OLDER |
| Ameraudi Asset Management, Inc.$184M AUM | 0.61% | $1M | 12.6K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.61% | $2M | 19.8K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.60% | $2M | 19.2K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.60% | $298M | 3.36M | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.60% | $914,056 | 9.5K | Q2 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.60% | $43M | 486.9K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 0.60% | $740,009 | 7.7K | Q2 2026 |
| US BANCORP \DE\$82.4B AUM | 0.60% | $493M | 5.52M | Q1 2026OLDER |
| TPG Advisors LLC$160M AUM | 0.60% | $959,479 | 10.8K | Q1 2026OLDER |
| Addison Capital Co$562M AUM | 0.59% | $3M | 37.7K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.59% | $2M | 18.0K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.59% | $1M | 11.7K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 0.59% | $1M | 13.7K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 0.59% | $2M | 19.6K | Q4 2025OLDER |
| Pioneer Wealth Management Group$414M AUM | 0.59% | $2M | 25.2K | Q2 2026 |
| Sone Capital Management, LLC$1.2B AUM | 0.59% | $7M | 76.6K | Q3 2025OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.58% | $877,775 | 9.9K | Q1 2026OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 0.57% | $37M | 414.1K | Q1 2026OLDER |
| Beirne Wealth Consulting Services, LLC$354M AUM | 0.57% | $2M | 22.8K | Q1 2026OLDER |
| Manhattan West Asset Management, LLC$511M AUM | 0.57% | $3M | 32.9K | Q1 2026OLDER |
| ATX Financial Planning, LLC$132M AUM | 0.57% | $735,352 | 8.3K | Q4 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.57% | $8M | 84.3K | Q2 2026 |
| Genesis Financial Group, LLC$158M AUM | 0.57% | $895,711 | 10.1K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 0.56% | $1M | 16.2K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.56% | $2M | 21.6K | Q2 2026 |
| Wealth Advisory Solutions, LLC$449M AUM | 0.56% | $3M | 28.2K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.56% | $7M | 74.0K | Q3 2025OLDER |
| SUMITOMO LIFE INSURANCE CO$4.3B AUM | 0.55% | $24M | 266.1K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.55% | $4M | 40.5K | Q1 2026OLDER |
| Scott & Selber, Inc.$474M AUM | 0.55% | $3M | 26.9K | Q2 2026 |
| KOM Wealth Management Group, LLC$147M AUM | 0.55% | $801,470 | 9.0K | Q1 2026OLDER |
| Etesian Wealth Advisors, Inc.$313M AUM | 0.55% | $2M | 19.3K | Q1 2026OLDER |
| Mustard Seed Financial, LLC$167M AUM | 0.55% | $911,107 | 10.3K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.54% | $2M | 27.3K | Q1 2026OLDER |
| Liberty Capital Management, Inc.$537M AUM | 0.54% | $3M | 32.8K | Q4 2025OLDER |
| Winthrop Partners - WNY, LLC$188M AUM | 0.54% | $1M | 11.4K | Q1 2026OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 0.53% | $26M | 298.4K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.53% | $4M | 41.8K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 0.53% | $12M | 140.2K | Q1 2026OLDER |
| Causey Wealth LLC$205M AUM | 0.53% | $1M | 11.9K | Q1 2026OLDER |
| HANOVER ADVISORS INC$246M AUM | 0.53% | $1M | 14.6K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.53% | $1M | 14.1K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.53% | $7M | 81.6K | Q1 2026OLDER |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM | 0.52% | $2M | 17.5K | Q1 2026OLDER |
| Warwick Investment Management, Inc.$690M AUM | 0.52% | $4M | 40.7K | Q1 2026OLDER |
| Estate Counselors, LLC$1.1B AUM | 0.52% | $6M | 65.8K | Q1 2026OLDER |
| TABR Capital Management, LLC$109M AUM | 0.52% | $561,653 | 6.3K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.51% | $1M | 11.6K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.51% | $1M | 13.0K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 0.51% | $1M | 16.0K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.51% | $2M | 22.6K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.51% | $2M | 23.2K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 0.51% | $3M | 35.4K | Q1 2026OLDER |
| Upper Left Wealth Management, LLC$169M AUM | 0.51% | $857,907 | 9.7K | Q1 2026OLDER |
| Capital Management Associates, Inc$442M AUM | 0.51% | $2M | 25.3K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.51% | $1M | 15.7K | Q1 2026OLDER |
| Bucket List Wealth Management, LLC$166M AUM | 0.51% | $839,641 | 9.5K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.51% | $3M | 31.3K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.50% | $1M | 3.3K | Q4 2025OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 0.50% | $7M | 80.3K | Q1 2026OLDER |
| NorthLanding Financial Partners, LLC$124M AUM | 0.50% | $620,437 | 7.0K | Q1 2026OLDER |
| Troutman Wealth Management, LLC$120M AUM | 0.50% | $599,499 | 6.8K | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.50% | $8M | 92.2K | Q1 2026OLDER |
| Sensible Financial Planning & Management, LLC.$551M AUM | 0.50% | $3M | 30.0K | Q3 2025OLDER |
| Vernal Point Advisors, LLC$246M AUM | 0.50% | $1M | 13.8K | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.50% | $4M | 45.4K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.50% | $1M | 12.2K | Q3 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.50% | $2M | 17.1K | Q1 2026OLDER |
| Field & Main Bank$344M AUM | 0.49% | $2M | 19.0K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.49% | $2M | 26.8K | Q1 2026OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 0.49% | $5M | 56.5K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.49% | $10M | 108.9K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.49% | $778,880 | 8.8K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.49% | $71M | 802.1K | Q1 2026OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 0.49% | $731,812 | 8.3K | Q1 2026OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.48% | $13M | 144.9K | Q1 2026OLDER |
| Lexington Hill Partners, LLC$206M AUM | 0.48% | $847,723 | 9.6K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 0.48% | $4M | 49.6K | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 0.48% | $1M | 13.4K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.48% | $1M | 11.3K | Q1 2026OLDER |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.47% | $2M | 18.1K | Q1 2026OLDER |
| Piedmont Capital Management, LLC$197M AUM | 0.47% | $926,826 | 10.2K | Q1 2026OLDER |
| Pacific Capital Wealth Advisors, Inc.$663M AUM | 0.47% | $3M | 32.2K | Q2 2026 |
| Kennebec Savings Bank$111M AUM | 0.46% | $517,210 | 5.8K | Q1 2026OLDER |
| Waterford Advisors, LLC$315M AUM | 0.46% | $1M | 16.7K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.46% | $1M | 15.4K | Q1 2026OLDER |
| Box Hill Private Wealth LLC$125M AUM | 0.46% | $573,981 | 6.0K | Q2 2026 |
| Integrity Wealth Solutions LLC$255M AUM | 0.46% | $1M | 13.2K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.46% | $372M | 4.20M | Q1 2026OLDER |
| Fidato Wealth LLC$154M AUM | 0.46% | $703,460 | 7.9K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 0.46% | $6M | 70.6K | Q1 2026OLDER |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 0.45% | $5M | 54.0K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 0.45% | $1M | 13.6K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 0.45% | $2M | 22.9K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.45% | $7M | 72.7K | Q2 2026 |
| Meramec Financial Planners, LLC$252M AUM | 0.45% | $1M | 11.6K | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 0.45% | $2M | 24.9K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.45% | $42M | 474.3K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.44% | $5M | 58.7K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.44% | $2M | 24.1K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$386M AUM | 0.44% | $2M | 19.1K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.44% | $904,917 | 10.2K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.43% | $16M | 171.0K | Q2 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.43% | $19M | 210.0K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.43% | $14M | 156.1K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.42% | $5M | 52.2K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.42% | $2M | 18.0K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.42% | $3M | 32.1K | Q1 2026OLDER |
| RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM | 0.42% | $1M | 16.6K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.42% | $14M | 152.7K | Q1 2026OLDER |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 0.42% | $717,140 | 8.1K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.42% | $33M | 375.7K | Q1 2026OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 0.41% | $2M | 21.2K | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 0.41% | $1M | 11.8K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.41% | $3M | 38.2K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.41% | $606,600 | 6.3K | Q2 2026 |
| Cercano Management LLC$2.3B AUM | 0.41% | $9M | 106.2K | Q1 2026OLDER |
| Harpswell Capital Advisors, LLC$134M AUM | 0.41% | $545,949 | 6.2K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.40% | $2M | 21.9K | Q1 2026OLDER |
| SOUTHERN MICHIGAN BANK & TRUST$261M AUM | 0.40% | $1M | 11.9K | Q1 2026OLDER |
| First National Bank of Hutchinson$157M AUM | 0.39% | $609,103 | 6.9K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.39% | $6M | 66.2K | Q1 2026OLDER |
| Aquire Wealth Advisors, LLC$381M AUM | 0.39% | $1M | 16.6K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.39% | $2M | 18.5K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.39% | $7M | 74.8K | Q1 2026OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.39% | $3M | 28.7K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.38% | $4M | 40.0K | Q2 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.38% | $79M | 865.4K | Q3 2025OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.38% | $2M | 20.7K | Q1 2026OLDER |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.38% | $784,580 | 8.8K | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.38% | $963,760 | 10.9K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.38% | $1M | 11.3K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.38% | $5M | 52.1K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 0.38% | $527,687 | 5.9K | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.38% | $10M | 117.2K | Q1 2026OLDER |
| Benchmark Investment Advisors LLC$172M AUM | 0.37% | $642,613 | 7.2K | Q1 2026OLDER |
| Jordan Park Trust Co LLC$131M AUM | 0.37% | $489,358 | 5.5K | Q1 2026OLDER |
| Farrell Financial LLC$167M AUM | 0.37% | $620,719 | 7.0K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.37% | $6M | 72.2K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.37% | $1M | 13.0K | Q2 2026 |
| SWEENEY & MICHEL, LLC$340M AUM | 0.37% | $1M | 13.4K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.37% | $715,760 | 8.1K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.37% | $849,907 | 9.6K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 0.36% | $13M | 137.2K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 0.36% | $2M | 19.3K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.36% | $31M | 349.9K | Q1 2026OLDER |
| Del-Sette Capital Management, LLC$167M AUM | 0.36% | $598,282 | 6.7K | Q1 2026OLDER |
| Elm Partners Management LLC$2.3B AUM | 0.36% | $8M | 94.0K | Q1 2026OLDER |
| Canandaigua National Trust Co of Florida$125M AUM | 0.35% | $441,460 | 5.0K | Q1 2026OLDER |
| Arbor Wealth Advisors LLC$164M AUM | 0.35% | $578,580 | 6.0K | Q2 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM | 0.35% | $679,442 | 7.7K | Q1 2026OLDER |
| Carson Advisory Inc.$193M AUM | 0.35% | $677,402 | 7.6K | Q1 2026OLDER |
| Loudon Investment Management, LLC$186M AUM | 0.35% | $651,502 | 7.3K | Q1 2026OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 0.35% | $1M | 11.9K | Q1 2026OLDER |
| ASHFORD CAPITAL MANAGEMENT INC$809M AUM | 0.35% | $3M | 34.3K | Q3 2025OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.35% | $1M | 11.4K | Q1 2026OLDER |
| VIAWEALTH, LLC$180M AUM | 0.35% | $622,319 | 7.0K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.35% | $2M | 17.1K | Q1 2026OLDER |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 0.35% | $2M | 17.4K | Q2 2026 |
| Red Mountain Financial, LLC$106M AUM | 0.34% | $365,783 | 4.1K | Q1 2026OLDER |
| Cerity Partners OCIO LLC$1.7B AUM | 0.34% | $6M | 70.3K | Q4 2025OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.34% | $3M | 39.3K | Q1 2026OLDER |
| First Bancorp, Inc /ME/$201M AUM | 0.34% | $689,467 | 7.8K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.34% | $51M | 570.8K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.34% | $69M | 781.8K | Q1 2026OLDER |
| First International Bank & Trust$288M AUM | 0.34% | $977,006 | 10.7K | Q3 2025OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.34% | $1M | 11.5K | Q1 2026OLDER |
| WJ Financial Advisors LLC$124M AUM | 0.34% | $417,777 | 4.7K | Q1 2026OLDER |
| Fi3 FINANCIAL ADVISORS, LLC$346M AUM | 0.34% | $1M | 13.1K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.34% | $10M | 108.6K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 0.34% | $476,632 | 5.4K | Q1 2026OLDER |
| Sage Investment Advisers LLC$149M AUM | 0.33% | $497,877 | 5.2K | Q2 2026 |
| MBL Wealth, LLC$1.3B AUM | 0.33% | $4M | 49.6K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.33% | $54M | 605.0K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.33% | $10M | 106.6K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.33% | $691,688 | 7.8K | Q1 2026OLDER |
| Bank OZK$283M AUM | 0.32% | $913,323 | 10.3K | Q1 2026OLDER |
| Austin Wealth Management, LLC$440M AUM | 0.32% | $1M | 15.7K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.