VANGUARD INDEX FDS
CUSIP 922908595
Vanguard Index Fds has 1,207 institutional holders in Filings Flow’s 13F database, together reporting 40.19M shares worth $11.9B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Assetmark, Inc.
Institutional Holders
1,207
Q1 2026
Reported Value
$11.9B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BHK Investment Advisors, LLC$299M AUM | 8.87% | $27M | 87.8K | Q1 2026OLDER |
| Gladwyn Financial Advisors, Inc.$160M AUM | 8.17% | $13M | 35.7K | Q2 2026 |
| Vawter Financial, Ltd.$238M AUM | 6.48% | $15M | 50.9K | Q1 2026OLDER |
| Cohen Klingenstein LLC$3.1B AUM | 6.47% | $200M | 661.4K | Q1 2026OLDER |
| Fee-Only Financial Planning, L.C.$166M AUM | 5.44% | $9M | 29.8K | Q1 2026OLDER |
| Brickley Wealth Management$583M AUM | 5.23% | $30M | 100.8K | Q1 2026OLDER |
| Forbes Financial Planning, Inc.$173M AUM | 5.22% | $9M | 29.9K | Q1 2026OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 4.78% | $29M | 78.3K | Q2 2026 |
| American Financial Advisors, LLC$750M AUM | 4.75% | $36M | 117.7K | Q1 2026OLDER |
| Clear Retirement Advice LLC$127M AUM | 4.41% | $6M | 18.6K | Q1 2026OLDER |
| Strategies Wealth Advisors, LLC$995M AUM | 4.39% | $44M | 144.5K | Q1 2026OLDER |
| Rodgers & Associates, LTD$982M AUM | 4.30% | $42M | 139.7K | Q1 2026OLDER |
| Payne Capital Management, LLC$331M AUM | 4.22% | $14M | 46.2K | Q1 2026OLDER |
| GRANVILLE CAPITAL, INC.$191M AUM | 4.14% | $8M | 26.2K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 4.11% | $16M | 42.4K | Q2 2026 |
| Veery Capital, LLC$372M AUM | 4.08% | $15M | 41.6K | Q2 2026 |
| Jacobsen Capital Management$296M AUM | 4.04% | $12M | 39.6K | Q1 2026OLDER |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM | 3.81% | $4M | 14.0K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 3.76% | $37M | 121.7K | Q1 2026OLDER |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 3.75% | $5M | 15.4K | Q1 2026OLDER |
| Junk Investment Group, LLC$191M AUM | 3.65% | $7M | 23.0K | Q1 2026OLDER |
| Towerpoint Wealth, LLC$289M AUM | 3.64% | $11M | 28.8K | Q2 2026 |
| Seek First Inc.$142M AUM | 3.40% | $5M | 16.0K | Q1 2026OLDER |
| Zeit Capital LLC$149M AUM | 3.37% | $5M | 16.6K | Q1 2026OLDER |
| Partners in Financial Planning$603M AUM | 3.35% | $20M | 66.8K | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 3.34% | $7M | 21.5K | Q1 2026OLDER |
| Vision Capital Management, Inc.$792M AUM | 3.32% | $26M | 87.0K | Q1 2026OLDER |
| Summit Financial Strategies, Inc.$1.3B AUM | 3.30% | $42M | 138.4K | Q1 2026OLDER |
| Praetorian Wealth Management, Inc.$580M AUM | 3.26% | $19M | 51.7K | Q2 2026 |
| Serenity Investment Advisors$214M AUM | 3.24% | $7M | 20.0K | Q1 2026OLDER |
| RS CRUM INC.$517M AUM | 3.21% | $17M | 54.9K | Q1 2026OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 3.20% | $95M | 314.3K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 3.12% | $39M | 129.1K | Q1 2026OLDER |
| Infinity Wealth Counsel, LLC$124M AUM | 3.10% | $4M | 10.5K | Q2 2026 |
| Nabity-Jensen Investment Management Inc$144M AUM | 2.96% | $4M | 14.1K | Q1 2026OLDER |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 2.92% | $17M | 54.8K | Q1 2026OLDER |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 2.90% | $5M | 15.6K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 2.89% | $8M | 26.0K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 2.89% | $7M | 21.5K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 2.88% | $18M | 59.0K | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 2.88% | $7M | 23.7K | Q1 2026OLDER |
| STEPHENS GROUP ASSET MANAGEMENT, LLC$1.6B AUM | 2.88% | $45M | 149.3K | Q1 2026OLDER |
| CJM Wealth Advisers, Ltd.$328M AUM | 2.84% | $9M | 30.8K | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 2.72% | $8M | 27.0K | Q1 2026OLDER |
| MAINSAIL ASSET MANAGEMENT, LLC$223M AUM | 2.61% | $6M | 19.3K | Q1 2026OLDER |
| May Barnhard Investments LLC$206M AUM | 2.58% | $5M | 17.6K | Q1 2026OLDER |
| Tenret Co LLC$207M AUM | 2.49% | $5M | 17.0K | Q1 2026OLDER |
| Cornerstone Wealth Advisors, Inc.$434M AUM | 2.28% | $10M | 32.8K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 2.27% | $16M | 54.2K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 2.25% | $3M | 9.9K | Q1 2026OLDER |
| DeLarme Wealth Management, Inc.$155M AUM | 2.20% | $3M | 11.3K | Q1 2026OLDER |
| Marion Wealth Management$451M AUM | 2.18% | $10M | 32.6K | Q1 2026OLDER |
| WP Advisors, LLC$387M AUM | 2.17% | $8M | 27.8K | Q1 2026OLDER |
| Performa Ltd (US), LLC$442M AUM | 2.17% | $10M | 31.7K | Q1 2026OLDER |
| Peak Retirement Planning, Inc.$501M AUM | 2.16% | $11M | 35.8K | Q1 2026OLDER |
| Capital Management Associates, Inc$442M AUM | 2.15% | $9M | 31.4K | Q1 2026OLDER |
| Northern Lights Advisors, Inc.$148M AUM | 2.12% | $3M | 10.3K | Q1 2026OLDER |
| INTEGRATED WEALTHCARE, LLC$120M AUM | 2.11% | $3M | 8.3K | Q1 2026OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 2.10% | $11M | 36.2K | Q1 2026OLDER |
| Adventist Health System/ West$564M AUM | 2.04% | $12M | 38.1K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 1.99% | $16M | 43.9K | Q2 2026 |
| CHOREO, LLC$8.1B AUM | 1.97% | $161M | 531.8K | Q1 2026OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 1.97% | $96M | 316.6K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 1.89% | $9M | 28.5K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 1.88% | $7M | 23.5K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 1.82% | $183M | 603.9K | Q1 2026OLDER |
| Systelligence, LLC$514M AUM | 1.79% | $9M | 31.7K | Q3 2025OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 1.77% | $4M | 14.9K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 1.74% | $15M | 41.9K | Q2 2026 |
| Leeward Financial Partners, LLC$336M AUM | 1.67% | $6M | 18.6K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 1.67% | $29M | 97.1K | Q1 2026OLDER |
| Trust Co of the South$710M AUM | 1.67% | $12M | 32.4K | Q2 2026 |
| QUEST INVESTMENT MANAGEMENT LLC$857M AUM | 1.64% | $16M | 52.7K | Q3 2025OLDER |
| Fluent Financial, LLC$280M AUM | 1.61% | $5M | 12.3K | Q2 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 1.56% | $3M | 10.6K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 1.56% | $2M | 6.1K | Q1 2026OLDER |
| Pillar Financial Advisors, LLC$171M AUM | 1.56% | $3M | 8.8K | Q1 2026OLDER |
| Tower View Wealth Management LLC$195M AUM | 1.55% | $3M | 10.0K | Q1 2026OLDER |
| Cornerstone Management, Inc.$628M AUM | 1.54% | $10M | 32.0K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 1.53% | $22M | 71.4K | Q1 2026OLDER |
| Retirement Investment Advisors, Inc.$1.2B AUM | 1.52% | $19M | 62.6K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 1.52% | $2M | 7.2K | Q1 2026OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 1.52% | $3M | 8.6K | Q1 2026OLDER |
| Essential Planning, LLC.$315M AUM | 1.52% | $5M | 15.8K | Q1 2026OLDER |
| Mustard Seed Financial, LLC$167M AUM | 1.50% | $3M | 8.3K | Q1 2026OLDER |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 1.50% | $3M | 9.0K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 1.48% | $2M | 5.5K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 1.48% | $3M | 10.9K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 1.45% | $6M | 18.9K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 1.41% | $5M | 13.2K | Q2 2026 |
| Aurelius Family Office LLC$230M AUM | 1.37% | $3M | 10.5K | Q1 2026OLDER |
| PACES FERRY WEALTH ADVISORS, LLC$241M AUM | 1.35% | $3M | 10.8K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 1.32% | $42M | 137.9K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 1.31% | $4M | 12.3K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 1.29% | $8M | 26.0K | Q1 2026OLDER |
| Wolff Financial Management LLC$453M AUM | 1.29% | $6M | 19.3K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 1.27% | $19M | 64.5K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 1.26% | $7M | 22.7K | Q1 2026OLDER |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 1.25% | $1M | 4.0K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 1.24% | $3M | 9.4K | Q1 2026OLDER |
| Matisse Capital$234M AUM | 1.23% | $3M | 9.6K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 1.23% | $2M | 5.9K | Q4 2025OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 1.22% | $162M | 536.2K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 1.22% | $111M | 368.4K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 1.22% | $9M | 29.5K | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 1.22% | $31M | 103.2K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 1.20% | $244M | 807.8K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 1.16% | $2M | 6.2K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 1.16% | $4M | 14.8K | Q1 2026OLDER |
| Altura Wealth Advisors Inc.$229M AUM | 1.15% | $3M | 8.7K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 1.14% | $2M | 5.2K | Q1 2026OLDER |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 1.13% | $10M | 34.0K | Q1 2026OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 1.13% | $6M | 18.3K | Q1 2026OLDER |
| Sagace Wealth Management LLC$149M AUM | 1.13% | $2M | 5.6K | Q1 2026OLDER |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 1.11% | $3M | 8.4K | Q1 2026OLDER |
| InTrack Investment Management Inc$175M AUM | 1.10% | $2M | 6.4K | Q1 2026OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 1.06% | $1M | 3.2K | Q2 2026 |
| Graetz Wealth LLC$112M AUM | 1.05% | $1M | 3.9K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 1.04% | $2M | 7.8K | Q3 2025OLDER |
| McAdam, LLC$2.2B AUM | 1.03% | $23M | 75.5K | Q1 2026OLDER |
| Genesis Financial Group, LLC$158M AUM | 1.03% | $2M | 5.4K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 1.01% | $5M | 13.0K | Q2 2026 |
| Disciplined Investments, LLC$279M AUM | 1.01% | $3M | 9.3K | Q1 2026OLDER |
| ATLANTIC FAMILY WEALTH, LLC$138M AUM | 1.01% | $1M | 4.6K | Q1 2026OLDER |
| Stanich Group LLC$131M AUM | 1.01% | $1M | 4.4K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.99% | $486M | 1.61M | Q1 2026OLDER |
| Cooksen Wealth, LLC$138M AUM | 0.97% | $1M | 4.4K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 0.95% | $1M | 3.5K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 0.94% | $2M | 7.9K | Q1 2026OLDER |
| Financial Advisors Network, Inc.$724M AUM | 0.93% | $7M | 22.2K | Q1 2026OLDER |
| Howard Capital Management Inc.$6.1B AUM | 0.91% | $55M | 183.2K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.90% | $4M | 14.8K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.88% | $2M | 7.0K | Q1 2026OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 0.87% | $1M | 2.8K | Q2 2026 |
| Meridian Financial Advisors, LLC$183M AUM | 0.86% | $2M | 5.2K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 0.86% | $1M | 3.8K | Q2 2026 |
| Capital Squared Financial LLC$131M AUM | 0.85% | $1M | 3.7K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 0.84% | $8M | 25.5K | Q1 2026OLDER |
| LMCG INVESTMENTS, LLC$1.7B AUM | 0.84% | $14M | 46.8K | Q1 2026OLDER |
| Wells Trecaso Financial Group, LLC$210M AUM | 0.82% | $2M | 5.8K | Q3 2025OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.81% | $31M | 84.2K | Q2 2026 |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.81% | $7M | 19.4K | Q2 2026 |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.80% | $1M | 3.8K | Q1 2026OLDER |
| 4WEALTH ADVISORS, INC.$117M AUM | 0.78% | $912,969 | 3.2K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.78% | $11M | 37.3K | Q1 2026OLDER |
| Elm3 Financial Group, LLC$118M AUM | 0.77% | $915,496 | 3.0K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.77% | $795,824 | 2.6K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 0.76% | $3M | 8.5K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.74% | $7M | 24.5K | Q1 2026OLDER |
| Cascade Wealth Advisors, Inc$228M AUM | 0.74% | $2M | 4.9K | Q1 2026OLDER |
| Garde Capital, Inc.$1.7B AUM | 0.73% | $12M | 40.5K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.71% | $11M | 35.0K | Q1 2026OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.71% | $18M | 60.5K | Q1 2026OLDER |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 0.70% | $2M | 6.4K | Q1 2026OLDER |
| Curbstone Financial Management Corp$523M AUM | 0.70% | $4M | 12.1K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.69% | $1M | 4.4K | Q1 2026OLDER |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 0.69% | $2M | 6.7K | Q1 2026OLDER |
| Kure Advisory, LLC$184M AUM | 0.68% | $1M | 4.1K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS LLC$397M AUM | 0.68% | $3M | 7.4K | Q2 2026 |
| Martel Wealth Advisors LLC$587M AUM | 0.68% | $4M | 13.2K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.68% | $2M | 5.9K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.67% | $3M | 10.5K | Q1 2026OLDER |
| LightSquare Wealth Management, LLC$133M AUM | 0.66% | $885,016 | 2.9K | Q1 2026OLDER |
| Elevated Financial Group LLC$308M AUM | 0.66% | $2M | 6.7K | Q1 2026OLDER |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 0.65% | $3M | 6.9K | Q2 2026 |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.65% | $964,819 | 3.2K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.65% | $21M | 69.0K | Q1 2026OLDER |
| NorthStar Asset Management LLC /NJ/$207M AUM | 0.65% | $1M | 4.4K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.64% | $6M | 19.9K | Q1 2026OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.64% | $11M | 36.5K | Q1 2026OLDER |
| Vestwell Advisors, LLC$365M AUM | 0.63% | $2M | 7.6K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 0.61% | $3M | 11.1K | Q1 2026OLDER |
| DRAVO BAY LLC$246M AUM | 0.61% | $1M | 4.9K | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 0.60% | $4M | 12.5K | Q1 2026OLDER |
| Battery Global Advisors, LLC$186M AUM | 0.60% | $1M | 3.7K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.59% | $4M | 13.3K | Q3 2025OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.58% | $3M | 9.4K | Q1 2026OLDER |
| Dala Group, LLC$115M AUM | 0.56% | $645,307 | 2.1K | Q2 2026 |
| Evergreen Wealth Management, LLC$194M AUM | 0.56% | $1M | 3.6K | Q1 2026OLDER |
| Noble Family Wealth, LLC$484M AUM | 0.55% | $3M | 8.9K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.55% | $1M | 3.4K | Q1 2026OLDER |
| GEN Financial Management, INC.$162M AUM | 0.54% | $880,152 | 2.9K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.54% | $18M | 48.0K | Q2 2026 |
| Keystone Financial Services, LLC$149M AUM | 0.54% | $798,275 | 2.6K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.53% | $6M | 17.2K | Q2 2026 |
| Passumpsic Savings Bank$183M AUM | 0.53% | $971,888 | 3.2K | Q4 2025OLDER |
| DAHRING | CUSMANO LLC$163M AUM | 0.53% | $864,563 | 2.9K | Q1 2026OLDER |
| Bay Capital Advisors, LLC$162M AUM | 0.53% | $855,887 | 2.8K | Q1 2026OLDER |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 0.52% | $3M | 10.7K | Q1 2026OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 0.52% | $786,230 | 2.6K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.52% | $8M | 22.2K | Q2 2026 |
| Phillip James Consulting Co.$132M AUM | 0.52% | $682,000 | 7.3K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.52% | $3M | 9.0K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 0.52% | $4M | 13.9K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 0.51% | $1M | 3.4K | Q1 2026OLDER |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 0.51% | $2M | 6.6K | Q1 2026OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 0.51% | $2M | 6.8K | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.51% | $4M | 11.6K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.50% | $40M | 133.3K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.50% | $1M | 3.7K | Q3 2025OLDER |
| Curtis Advisory Group, LLC$464M AUM | 0.50% | $2M | 7.6K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.49% | $2M | 6.0K | Q1 2026OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 0.49% | $832,084 | 2.8K | Q1 2026OLDER |
| SilverOak Wealth Management LLC$632M AUM | 0.49% | $3M | 10.3K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.49% | $1M | 3.8K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.48% | $62M | 204.1K | Q1 2026OLDER |
| Bouvel Investment Partners, LLC$345M AUM | 0.48% | $2M | 5.5K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.48% | $840,993 | 2.8K | Q1 2026OLDER |
| Nvest Wealth Strategies, Inc.$143M AUM | 0.48% | $686,712 | 2.3K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.48% | $4M | 11.7K | Q1 2026OLDER |
| Northwest Wealth Advisors, LLC$140M AUM | 0.47% | $659,467 | 2.2K | Q1 2026OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.47% | $2M | 5.5K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.47% | $1M | 3.3K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 0.46% | $1M | 4.2K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 0.46% | $859,297 | 2.8K | Q1 2026OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 0.46% | $518,056 | 1.7K | Q1 2026OLDER |
| Whitegate Investment Counselors, Inc.$315M AUM | 0.46% | $1M | 4.8K | Q1 2026OLDER |
| Sonoma Allocations LLC$322M AUM | 0.46% | $1M | 4.0K | Q2 2026 |
| Strategic Financial Partners, Ltd.$232M AUM | 0.45% | $1M | 3.5K | Q1 2026OLDER |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.45% | $1M | 4.7K | Q4 2025OLDER |
| Vickerman Investment Advisors, Inc.$476M AUM | 0.45% | $2M | 7.1K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.45% | $424,992 | 1.4K | Q1 2026OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 0.45% | $736,993 | 2.5K | Q3 2025OLDER |
| Talon Private Wealth, LLC$753M AUM | 0.45% | $3M | 11.1K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.45% | $312M | 1.03M | Q1 2026OLDER |
| Friday Financial$373M AUM | 0.44% | $2M | 4.7K | Q2 2026 |
| Wealth Preservation Advisors, LLC$120M AUM | 0.43% | $522,547 | 1.7K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.43% | $3M | 9.9K | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 0.43% | $2M | 6.7K | Q1 2026OLDER |
| K2 Financial Inc.$138M AUM | 0.43% | $588,232 | 1.7K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.43% | $111M | 367.1K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.42% | $1M | 392.1K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.42% | $2M | 7.4K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.42% | $604,404 | 2.0K | Q4 2025OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.42% | $15M | 50.5K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.41% | $1M | 3.9K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.41% | $1M | 4.6K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.41% | $14M | 47.6K | Q1 2026OLDER |
| KENNICOTT CAPITAL MANAGEMENT LLC$183M AUM | 0.41% | $741,837 | 2.5K | Q1 2026OLDER |
| GLR Partners, LLC$183M AUM | 0.40% | $737,490 | 2.4K | Q1 2026OLDER |
| Finward Bancorp$125M AUM | 0.40% | $500,228 | 1.7K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 0.40% | $457,753 | 1.5K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.40% | $6M | 15.6K | Q2 2026 |
| HOGE FINANCIAL SERVICES, LLC$187M AUM | 0.40% | $741,452 | 2.5K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.39% | $7M | 21.8K | Q1 2026OLDER |
| Carl P. Sherr & Co., LLC$213M AUM | 0.39% | $828,230 | 2.7K | Q1 2026OLDER |
| Wrenne Financial Planning LLC$255M AUM | 0.39% | $992,270 | 3.3K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.39% | $1M | 3.9K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.38% | $2M | 2.4K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.38% | $5M | 16.7K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 0.38% | $1M | 4.3K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.37% | $7M | 24.4K | Q1 2026OLDER |
| Ponta Wealth Partners, LLC$124M AUM | 0.37% | $456,700 | 1.5K | Q1 2026OLDER |
| Compton Wealth Advisory Group, LLC$449M AUM | 0.37% | $2M | 5.4K | Q1 2026OLDER |
| Taylor Financial Group, Inc.$165M AUM | 0.36% | $593,015 | 2.0K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.36% | $3M | 8.8K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.35% | $11M | 37.9K | Q1 2026OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 0.34% | $655,635 | 2.0K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.34% | $8M | 27.2K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.34% | $6M | 18.4K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.34% | $913,339 | 3.0K | Q1 2026OLDER |
| SNOWWATER INVESTMENT PARTNERS, LLC$106M AUM | 0.33% | $353,632 | 1.2K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.33% | $3M | 10.5K | Q1 2026OLDER |
| AVISO WEALTH MANAGEMENT$222M AUM | 0.33% | $727,601 | 2.4K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.33% | $483,600 | 1.6K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.33% | $1M | 4.8K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.32% | $4M | 12.5K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.32% | $3M | 9.7K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 0.32% | $685,201 | 2.3K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.32% | $6M | 19.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.32% | $15M | 50.3K | Q1 2026OLDER |
| CHRISTINE MESSMER PC$156M AUM | 0.32% | $492,744 | 1.6K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.31% | $1M | 4.0K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.31% | $2M | 7.3K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.31% | $2M | 5.1K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.31% | $1M | 3.7K | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.31% | $5M | 15.4K | Q4 2025OLDER |
| William Mack & Associates, Inc.$175M AUM | 0.31% | $534,076 | 1.8K | Q1 2026OLDER |
| Performance Wealth Partners, LLC$3.4B AUM | 0.31% | $11M | 34.8K | Q1 2026OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 0.30% | $715,393 | 2.4K | Q1 2026OLDER |
| Livet Wealth, LLC$157M AUM | 0.30% | $490,325 | 1.6K | Q4 2025OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.30% | $5M | 16.4K | Q1 2026OLDER |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 0.30% | $567,003 | 1.8K | Q4 2025OLDER |
| Tandem Financial, LLC$314M AUM | 0.30% | $944,532 | 3.1K | Q1 2026OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 0.30% | $1M | 4.1K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.30% | $611,754 | 2.0K | Q1 2026OLDER |
| Bravias Capital Group, LLC$153M AUM | 0.29% | $446,004 | 1.5K | Q1 2026OLDER |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 0.29% | $303,753 | 1.0K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.29% | $544,957 | 1.8K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.29% | $1M | 4.1K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.29% | $10M | 34.1K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.29% | $477,555 | 1.6K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.29% | $5M | 17.6K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.28% | $3M | 8.9K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.28% | $1M | 3.3K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.28% | $566,767 | 1.9K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.28% | $2M | 6.7K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.28% | $1M | 4.1K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.28% | $4M | 14.4K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.28% | $525,192 | 1.7K | Q1 2026OLDER |
| Integrated Capital Management, LLC$237M AUM | 0.28% | $661,045 | 2.2K | Q1 2026OLDER |
| Arsenal Capital Advisors LLC$138M AUM | 0.28% | $382,272 | 1.3K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.28% | $11M | 29.3K | Q2 2026 |
| Ally Invest Advisors Inc.$1.5B AUM | 0.28% | $4M | 13.6K | Q1 2026OLDER |
| Orin Green Financial, LLC$244M AUM | 0.28% | $672,205 | 2.2K | Q1 2026OLDER |
| Accretive Wealth Partners, LLC$356M AUM | 0.28% | $978,690 | 3.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.27% | $99M | 327.7K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.27% | $52M | 171.8K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.27% | $298M | 984.7K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.27% | $1M | 3.4K | Q1 2026OLDER |
| OFS Enterprise LLC$392M AUM | 0.27% | $1M | 2.9K | Q2 2026 |
| MWA Asset Management$183M AUM | 0.27% | $490,385 | 1.6K | Q1 2026OLDER |
| Merited Wealth, LLC$121M AUM | 0.27% | $323,710 | 1.1K | Q1 2026OLDER |
| Shoker Investment Counsel, Inc.$337M AUM | 0.27% | $901,658 | 3.0K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.27% | $4M | 14.6K | Q1 2026OLDER |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 0.27% | $888,424 | 2.9K | Q1 2026OLDER |
| River Wealth Advisors LLC$871M AUM | 0.27% | $2M | 7.7K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 0.27% | $681,986 | 2.3K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.27% | $43M | 142.8K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 0.26% | $1M | 4.9K | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.26% | $651,842 | 2.2K | Q1 2026OLDER |
| Duncan Williams Asset Management, LLC$361M AUM | 0.25% | $902,389 | 3.0K | Q1 2026OLDER |
| InvesTrust$238M AUM | 0.25% | $589,085 | 1.9K | Q1 2026OLDER |
| Independence Asset Advisors, LLC$277M AUM | 0.25% | $682,060 | 2.3K | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.25% | $2M | 5.5K | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.24% | $3M | 8.5K | Q1 2026OLDER |
| Unconventional Investor, LLC$211M AUM | 0.24% | $512,766 | 1.7K | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.24% | $1M | 4.7K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.24% | $22M | 71.4K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.24% | $520,172 | 1.7K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.24% | $872,006 | 2.9K | Q1 2026OLDER |
| Resolute Advisors LLC$242M AUM | 0.24% | $573,670 | 1.9K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.24% | $445,000 | 1.5K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.24% | $5M | 16.4K | Q1 2026OLDER |
| Bishop & Co Investment Management, LLC$292M AUM | 0.23% | $678,249 | 2.2K | Q1 2026OLDER |
| LWM ADVISORS INC$134M AUM | 0.23% | $311,211 | 851 | Q2 2026 |
| Sunburst Financial Group, LLC$617M AUM | 0.23% | $1M | 3.9K | Q2 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.23% | $669,858 | 2.2K | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 0.23% | $398,248 | 1.1K | Q2 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.23% | $16M | 52.7K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.23% | $4M | 12.3K | Q1 2026OLDER |
| Athena Investment Management$193M AUM | 0.23% | $438,263 | 1.4K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.23% | $3M | 8.6K | Q1 2026OLDER |
| Curry Webb Wealth Management LLC$202M AUM | 0.22% | $453,165 | 1.5K | Q2 2026 |
| Goepper Burkhardt LLC$299M AUM | 0.22% | $671,600 | 2.2K | Q1 2026OLDER |
| STEPH & CO$351M AUM | 0.22% | $786,455 | 2.6K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.22% | $752,534 | 2.5K | Q1 2026OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 0.22% | $603,861 | 2.0K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.22% | $3M | 9.6K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.22% | $6M | 19.2K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.22% | $374,108 | 1.3K | Q3 2025OLDER |
| Falcon Wealth Planning$1.5B AUM | 0.22% | $3M | 10.6K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.22% | $556,184 | 1.8K | Q4 2025OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.22% | $8M | 26.3K | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.22% | $2M | 7.5K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.22% | $4M | 12.3K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.22% | $638,352 | 2.1K | Q1 2026OLDER |
| Thayer Partners, LLC / MA$210M AUM | 0.21% | $449,724 | 1.5K | Q1 2026OLDER |
| Kropog Financial Group, LLC$123M AUM | 0.21% | $261,519 | 865 | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.21% | $2M | 6.2K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.21% | $2M | 6.1K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.21% | $2M | 5.1K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.21% | $8M | 28.0K | Q1 2026OLDER |
| KEYVANTAGE WEALTH, LLC$227M AUM | 0.21% | $474,567 | 1.6K | Q1 2026OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 0.21% | $410,437 | 1.4K | Q1 2026OLDER |
| Dougherty & Associates, LLC$109M AUM | 0.21% | $231,373 | 765 | Q4 2025OLDER |
| WEST BANCORPORATION INC$200M AUM | 0.21% | $413,176 | 1.4K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.21% | $314,294 | 1.0K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.21% | $1M | 17.2K | Q3 2025OLDER |
| Agate Pass Investment Management, LLC$271M AUM | 0.21% | $557,319 | 1.5K | Q2 2026 |
| Copia Wealth Management$146M AUM | 0.20% | $298,321 | 987 | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.20% | $1M | 4.7K | Q1 2026OLDER |
| Western Reserve Capital Management, LLC$122M AUM | 0.20% | $247,845 | 820 | Q1 2026OLDER |
| Windward Private Wealth Management Inc.$289M AUM | 0.20% | $587,272 | 1.9K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.20% | $7M | 23.6K | Q1 2026OLDER |
| SAWGRASS ASSET MANAGEMENT LLC$664M AUM | 0.20% | $2M | 5.5K | Q3 2025OLDER |
| PW ADVISORS, LLC \ FL$133M AUM | 0.20% | $249,619 | 826 | Q4 2025OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.20% | $2M | 5.3K | Q3 2025OLDER |
| Fusion Capital, LLC$371M AUM | 0.20% | $740,257 | 2.4K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.20% | $3M | 9.3K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.20% | $1M | 3.9K | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.20% | $8M | 24.9K | Q1 2026OLDER |
| Wheelhouse Advisory Group LLC$302M AUM | 0.20% | $597,450 | 2.0K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.20% | $6M | 18.6K | Q1 2026OLDER |
| Rinkey Investments$391M AUM | 0.20% | $770,302 | 2.5K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.20% | $3M | 8.5K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.19% | $271,582 | 899 | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 0.19% | $456,468 | 1.4K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.19% | $199,029 | 658 | Q1 2026OLDER |
| Refined Wealth Management$158M AUM | 0.19% | $284,588 | 942 | Q4 2025OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.19% | $1M | 4.8K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 0.19% | $273,611 | 905 | Q1 2026OLDER |
| Innovative Wealth Building LLC$142M AUM | 0.19% | $269,277 | 891 | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 0.19% | $467,248 | 1.4K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.19% | $6M | 18.7K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 0.19% | $997,043 | 3.3K | Q1 2026OLDER |
| Dynamic Financial Group$122M AUM | 0.19% | $229,130 | 758 | Q1 2026OLDER |
| Madison Park Capital Advisors, LLC$140M AUM | 0.19% | $262,220 | 14.0K | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.19% | $2.6B | 8.44M | Q1 2026OLDER |
| Apriem Advisors$1.0B AUM | 0.19% | $2M | 6.5K | Q1 2026OLDER |
| Winter & Associates, Inc.$133M AUM | 0.19% | $201,207 | 666 | Q4 2025OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.18% | $2M | 5.6K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.18% | $584,733 | 1.9K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.18% | $886,839 | 2.9K | Q1 2026OLDER |
| Prospect Financial Services LLC$164M AUM | 0.18% | $301,047 | 996 | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.18% | $635,958 | 1.7K | Q2 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.18% | $3M | 10.5K | Q1 2026OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.18% | $528,071 | 1.4K | Q2 2026 |
| BCS Wealth Management$490M AUM | 0.18% | $888,313 | 2.9K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.18% | $808,580 | 2.2K | Q2 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.18% | $18M | 59.6K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.18% | $24M | 79.7K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.18% | $329,789 | 1.1K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.18% | $650,744 | 2.2K | Q1 2026OLDER |
| Veratis Advisors, Inc.$126M AUM | 0.18% | $222,492 | 708 | Q4 2025OLDER |
| Grove Street Fiduciary, LLC$227M AUM | 0.18% | $398,668 | 1.3K | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 0.17% | $414,924 | 1.4K | Q4 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.17% | $10M | 31.5K | Q1 2026OLDER |
| Oldfather Financial Services, LLC$336M AUM | 0.17% | $585,187 | 1.9K | Q4 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.17% | $5M | 15.2K | Q3 2025OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.17% | $2M | 7.4K | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.17% | $255,721 | 846 | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.17% | $3M | 9.2K | Q2 2026 |
| Decker Wealth Management LLC$456M AUM | 0.17% | $790,320 | 2.6K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.17% | $12M | 41.0K | Q1 2026OLDER |
| PENNINGTON PARTNERS & CO., LLC$292M AUM | 0.17% | $503,993 | 1.7K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.17% | $233,337 | 772 | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.17% | $3M | 8.8K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.17% | $4M | 14.6K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.17% | $3M | 11.3K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.17% | $2M | 7.9K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.17% | $5M | 17.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.17% | $96M | 317.7K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.17% | $4M | 13.4K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.17% | $860,126 | 2.4K | Q2 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.17% | $43M | 140.7K | Q1 2026OLDER |
| LGL PARTNERS, LLC$243M AUM | 0.17% | $409,510 | 1.4K | Q1 2026OLDER |
| NavPoint Financial, Inc.$247M AUM | 0.17% | $416,015 | 1.4K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.17% | $1M | 3.6K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.17% | $4M | 12.5K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.16% | $924,280 | 3.1K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.16% | $1M | 2.8K | Q2 2026 |
| Align Financial, LLC$176M AUM | 0.16% | $288,951 | 956 | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 0.16% | $436,449 | 1.4K | Q1 2026OLDER |
| TI-TRUST, INC$168M AUM | 0.16% | $271,723 | 899 | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.16% | $2M | 5.0K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 0.16% | $1M | 4.2K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.16% | $1M | 4.2K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.16% | $880,413 | 2.9K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.16% | $355,886 | 1.2K | Q4 2025OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.16% | $7M | 22.0K | Q3 2025OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.16% | $286,737 | 949 | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.16% | $1M | 4.1K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.16% | $409,852 | 1.4K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.15% | $13M | 42.5K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.15% | $4M | 14.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.15% | $144M | 476.9K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.15% | $13M | 44.4K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.15% | $9M | 29.4K | Q1 2026OLDER |
| Provident Wealth Management, LLC$331M AUM | 0.15% | $489,645 | 1.6K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.15% | $495,690 | 1.6K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.15% | $2M | 6.1K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.15% | $710,535 | 2.3K | Q1 2026OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.14% | $395,160 | 1.3K | Q4 2025OLDER |
| HARTLINE INVESTMENT CORP/$909M AUM | 0.14% | $1M | 4.3K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.14% | $1M | 4.8K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.14% | $6M | 18.7K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 0.14% | $438,003 | 1.4K | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 0.14% | $400,747 | 1.3K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.14% | $477,071 | 1.6K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.14% | $769,831 | 2.5K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 0.14% | $851,630 | 2.8K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.14% | $429,800 | 1.4K | Q1 2026OLDER |
| Argentarii, LLC$286M AUM | 0.14% | $397,469 | 13.2K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.14% | $2M | 6.8K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.14% | $11M | 32.1K | Q1 2026OLDER |
| Members Trust Co$3.0B AUM | 0.14% | $4M | 13.7K | Q1 2026OLDER |
| CHERRYDALE WEALTH MANAGEMENT, LLC$324M AUM | 0.14% | $437,541 | 1.5K | Q3 2025OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.14% | $196,463 | 650 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.14% | $27M | 88.5K | Q1 2026OLDER |
| Lexington Hill Partners, LLC$206M AUM | 0.14% | $280,641 | 767 | Q2 2026 |
| Argent Trust Co$2.9B AUM | 0.14% | $4M | 13.2K | Q1 2026OLDER |
| Five Pine Wealth Management$161M AUM | 0.14% | $218,322 | 722 | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.13% | $547,453 | 1.5K | Q2 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.13% | $10M | 32.6K | Q1 2026OLDER |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 0.13% | $653,211 | 1.8K | Q2 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.13% | $3M | 10.6K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.13% | $701,336 | 2.3K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.13% | $380,230 | 1.3K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 0.13% | $2M | 6.6K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.13% | $371,867 | 1.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.13% | $28M | 93.4K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.13% | $825,453 | 2.7K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 0.13% | $424,661 | 1.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.13% | $89M | 295.5K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.13% | $6M | 17.4K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.13% | $304,253 | 1.0K | Q4 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.13% | $3M | 9.8K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.13% | $624,500 | 2.1K | Q1 2026OLDER |
| Blackston Financial Advisory Group, LLC$160M AUM | 0.13% | $206,780 | 684 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.