VANGUARD INDEX FDS
CUSIP 922908629
Vanguard Index Fds has 2,373 institutional holders in Filings Flow’s 13F database, together reporting 241.26M shares worth $63.8B as of Q1 2026. The largest reported holders are Wells Fargo & Company/Mn, Jones Financial Companies Lllp, and Bank Of America Corp /De/.
Institutional Holders
2,373
Q1 2026
Reported Value
$63.8B
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 |
|---|---|---|---|---|
| Fidato Wealth LLC$154M AUM | 26.15% | $40M | 140.2K | Q1 2026OLDER |
| Performa Ltd (US), LLC$442M AUM | 16.21% | $72M | 249.4K | Q1 2026OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 15.22% | $51M | 164.2K | Q1 2026OLDER |
| BCK Partners, Inc.$185M AUM | 14.91% | $28M | 96.2K | Q1 2026OLDER |
| TL Private Wealth$273M AUM | 14.43% | $39M | 488.2K | Q2 2026 |
| William Mack & Associates, Inc.$175M AUM | 13.01% | $23M | 79.2K | Q1 2026OLDER |
| James Reed Financial Services, Inc.$116M AUM | 12.97% | $15M | 52.2K | Q1 2026OLDER |
| Advantage Trust Co$223M AUM | 12.72% | $28M | 98.8K | Q1 2026OLDER |
| SilverOak Wealth Management LLC$632M AUM | 11.52% | $73M | 253.8K | Q1 2026OLDER |
| Integrated Capital Management, LLC$237M AUM | 11.41% | $27M | 94.2K | Q1 2026OLDER |
| Equity Wealth Partners, LLC$155M AUM | 11.27% | $17M | 60.7K | Q1 2026OLDER |
| JMG Financial Group, Ltd.$3.6B AUM | 11.04% | $401M | 1.40M | Q1 2026OLDER |
| SEARCY FINANCIAL SERVICES INC /ADV$270M AUM | 10.82% | $29M | 101.6K | Q1 2026OLDER |
| Riverpoint Wealth Management Holdings, LLC$470M AUM | 10.68% | $50M | 174.8K | Q1 2026OLDER |
| Financial Synergies Wealth Advisors, Inc.$1.2B AUM | 10.43% | $123M | 1.53M | Q2 2026 |
| Northwest Quadrant Wealth Management, LLC$481M AUM | 10.35% | $50M | 173.4K | Q1 2026OLDER |
| New Hampshire Trust$496M AUM | 10.34% | $51M | 178.6K | Q1 2026OLDER |
| Koenig Investment Advisory, LLC$129M AUM | 10.27% | $13M | 164.1K | Q2 2026 |
| Somnio Financial Group, LLC$169M AUM | 9.36% | $16M | 196.2K | Q2 2026 |
| Ballast, Inc.$432M AUM | 9.36% | $40M | 141.0K | Q1 2026OLDER |
| Next Level Wealth Planning, LLC$195M AUM | 9.35% | $18M | 63.4K | Q1 2026OLDER |
| Investments & Financial Planning, LLC$184M AUM | 9.05% | $17M | 57.9K | Q1 2026OLDER |
| Fee-Only Financial Planning, L.C.$166M AUM | 8.75% | $14M | 50.5K | Q1 2026OLDER |
| Sylvest Advisors, LLC$188M AUM | 8.74% | $16M | 57.2K | Q1 2026OLDER |
| Serenity Investment Advisors$214M AUM | 8.53% | $18M | 233.5K | Q1 2026OLDER |
| Nadler Financial Group, Inc.$1.0B AUM | 8.30% | $86M | 300.0K | Q1 2026OLDER |
| Stephens Consulting, LLC$309M AUM | 8.30% | $26M | 88.5K | Q4 2025OLDER |
| Fulcrum Capital LLC$461M AUM | 8.25% | $38M | 132.4K | Q1 2026OLDER |
| FIDELIS iM, LLC$264M AUM | 8.21% | $22M | 75.6K | Q1 2026OLDER |
| MUSTICO FINANCIAL GROUP, INC.$143M AUM | 8.14% | $12M | 144.4K | Q1 2026OLDER |
| Uptown Financial Advisors LLC$126M AUM | 8.09% | $10M | 35.5K | Q1 2026OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 7.86% | $341M | 1.19M | Q1 2026OLDER |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 7.79% | $71M | 246.0K | Q1 2026OLDER |
| INVICTUS PRIVATE WEALTH, LLC$1.6B AUM | 7.68% | $125M | 433.6K | Q1 2026OLDER |
| Perkins Coie Trust Co$603M AUM | 7.64% | $46M | 572.0K | Q2 2026 |
| Plus Group Wealth Advisors LLC$106M AUM | 7.56% | $8M | 99.8K | Q2 2026 |
| ALLEN WEALTH MANAGEMENT, LLC$200M AUM | 7.52% | $15M | 52.3K | Q1 2026OLDER |
| Horizons Wealth Management$152M AUM | 7.29% | $11M | 38.7K | Q1 2026OLDER |
| Tribridge Partners Financial LLC$242M AUM | 7.22% | $17M | 60.2K | Q1 2026OLDER |
| Adelphi Trust Co$151M AUM | 7.22% | $11M | 135.0K | Q2 2026 |
| HighRoad Wealth Advisors, LLC$102M AUM | 7.16% | $7M | 25.5K | Q1 2026OLDER |
| IF Advisors, LLC$141M AUM | 7.15% | $10M | 35.2K | Q1 2026OLDER |
| Coastline Complete Wealth LLC$161M AUM | 7.13% | $12M | 40.1K | Q1 2026OLDER |
| Blankinship & Foster, LLC$452M AUM | 7.12% | $32M | 112.1K | Q1 2026OLDER |
| SOUTHERN MICHIGAN BANK & TRUST$261M AUM | 7.07% | $18M | 64.2K | Q1 2026OLDER |
| NewCorp Financial Services, Inc.$115M AUM | 7.01% | $8M | 28.2K | Q1 2026OLDER |
| Cedar Point Capital Partners, LLC$154M AUM | 6.85% | $11M | 36.7K | Q1 2026OLDER |
| Veracity Capital LLC$280M AUM | 6.83% | $19M | 66.5K | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 6.80% | $8M | 26.5K | Q1 2026OLDER |
| Pearl Planning LLC$187M AUM | 6.78% | $13M | 44.2K | Q1 2026OLDER |
| HILLMAN CO$257M AUM | 6.67% | $17M | 59.7K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 6.57% | $26M | 90.1K | Q1 2026OLDER |
| GreatBanc Trust CO$143M AUM | 6.57% | $9M | 32.7K | Q1 2026OLDER |
| Legend Financial Advisors, Inc.$155M AUM | 6.55% | $10M | 35.4K | Q1 2026OLDER |
| AJ Advisors, LLC$270M AUM | 6.53% | $18M | 61.3K | Q1 2026OLDER |
| SFM, LLC$195M AUM | 6.50% | $13M | 157.4K | Q2 2026 |
| FIDUCIARY ADVISORS, INC.$133M AUM | 6.36% | $8M | 29.5K | Q1 2026OLDER |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 6.36% | $35M | 122.6K | Q1 2026OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 6.32% | $45M | 151.8K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 6.31% | $31M | 108.1K | Q1 2026OLDER |
| Towerpoint Wealth, LLC$289M AUM | 6.26% | $18M | 224.6K | Q2 2026 |
| Addis & Hill, Inc$181M AUM | 6.15% | $11M | 138.5K | Q2 2026 |
| Financial Futures Ltd Liability Co.$228M AUM | 6.10% | $14M | 48.4K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 6.08% | $13M | 48.8K | Q1 2026OLDER |
| Daner Wealth Management, LLC$170M AUM | 5.97% | $10M | 131.6K | Q1 2026OLDER |
| 4Thought Financial Group Inc.$202M AUM | 5.92% | $12M | 41.7K | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 5.88% | $18M | 60.9K | Q1 2026OLDER |
| Beacon Financial Strategies CORP$201M AUM | 5.82% | $12M | 145.4K | Q2 2026 |
| Wolff Financial Management LLC$453M AUM | 5.81% | $26M | 91.5K | Q1 2026OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 5.74% | $10M | 33.8K | Q1 2026OLDER |
| Sagace Wealth Management LLC$149M AUM | 5.74% | $9M | 29.8K | Q1 2026OLDER |
| First Bancorp, Inc /ME/$201M AUM | 5.56% | $11M | 39.0K | Q1 2026OLDER |
| Pathway Financial Advisors LLC$857M AUM | 5.54% | $48M | 590.1K | Q2 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 5.53% | $86M | 299.8K | Q1 2026OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 5.48% | $22M | 272.1K | Q2 2026 |
| New Insight Wealth Advisors$279M AUM | 5.47% | $15M | 53.1K | Q1 2026OLDER |
| Riverview Capital Advisers, LLC$300M AUM | 5.47% | $16M | 57.0K | Q1 2026OLDER |
| May Barnhard Investments LLC$206M AUM | 5.45% | $11M | 39.1K | Q1 2026OLDER |
| NWM ADVISORS, LLC$110M AUM | 5.43% | $6M | 20.8K | Q1 2026OLDER |
| Pine Ridge Advisers LLC$1.6B AUM | 5.41% | $88M | 306.1K | Q1 2026OLDER |
| Cannon Capital Management, Inc.$123M AUM | 5.41% | $7M | 23.2K | Q1 2026OLDER |
| IFC Advisors LLC$699M AUM | 5.39% | $38M | 131.1K | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 5.39% | $42M | 520.5K | Q2 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 5.37% | $714M | 9.95M | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 5.36% | $202M | 2.51M | Q2 2026 |
| Randall & Associates Wealth Management$148M AUM | 5.34% | $8M | 27.6K | Q1 2026OLDER |
| Kagan Cocozza Asset Management$142M AUM | 5.20% | $7M | 25.7K | Q1 2026OLDER |
| Mason & Associates, LLC$437M AUM | 5.14% | $22M | 78.2K | Q1 2026OLDER |
| Enclave Advisors LLC$729M AUM | 5.14% | $37M | 130.5K | Q1 2026OLDER |
| DORVAL Corp$322M AUM | 5.12% | $17M | 57.5K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 5.03% | $48M | 167.8K | Q1 2026OLDER |
| Freedom Financial Partners LLC$281M AUM | 5.01% | $14M | 49.0K | Q1 2026OLDER |
| MOR Wealth Management, LLC$218M AUM | 5.01% | $11M | 38.0K | Q1 2026OLDER |
| Custos Family Office, LLC$147M AUM | 4.96% | $7M | 25.1K | Q4 2025OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 4.95% | $15M | 51.7K | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 4.93% | $33M | 116.3K | Q1 2026OLDER |
| MARSHALL FINANCIAL GROUP INC /ADV$364M AUM | 4.92% | $18M | 60.9K | Q3 2025OLDER |
| jvl associates llc$352M AUM | 4.86% | $17M | 212.8K | Q2 2026 |
| Axiom Financial Strategies, LLC$284M AUM | 4.79% | $11M | 39.2K | Q4 2025OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 4.77% | $46M | 161.3K | Q1 2026OLDER |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 4.76% | $13M | 172.4K | Q1 2026OLDER |
| Field & Main Bank$344M AUM | 4.66% | $16M | 55.8K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 4.59% | $12M | 84.5K | Q1 2026OLDER |
| PRUDENT INVESTORS NETWORK, INC.$459M AUM | 4.56% | $21M | 73.0K | Q1 2026OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 4.54% | $24M | 82.6K | Q3 2025OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 4.53% | $136M | 475.3K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 4.51% | $29M | 356.4K | Q2 2026 |
| Wealth Science Advisors LLC$225M AUM | 4.43% | $10M | 123.7K | Q2 2026 |
| Envision Financial LLC$186M AUM | 4.43% | $8M | 28.7K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 4.42% | $67M | 233.3K | Q1 2026OLDER |
| RFG HOLDINGS, INC.$397M AUM | 4.41% | $18M | 61.0K | Q1 2026OLDER |
| Wheelhouse Advisory Group LLC$302M AUM | 4.38% | $13M | 46.0K | Q1 2026OLDER |
| Forum Private Client Group LLC$300M AUM | 4.38% | $13M | 45.6K | Q1 2026OLDER |
| STAR Financial Bank$212M AUM | 4.37% | $9M | 32.3K | Q1 2026OLDER |
| Ruggaard & Associates LLC$252M AUM | 4.37% | $11M | 38.4K | Q1 2026OLDER |
| Horizon Family Wealth, Inc.$189M AUM | 4.35% | $8M | 28.7K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC$308M AUM | 4.34% | $13M | 165.7K | Q2 2026 |
| Whelan Financial$322M AUM | 4.34% | $14M | 48.6K | Q1 2026OLDER |
| TRB Wealth Management, LLC$704M AUM | 4.33% | $30M | 106.0K | Q1 2026OLDER |
| Ehrenkranz Partners L.P.$126M AUM | 4.32% | $5M | 19.0K | Q1 2026OLDER |
| Vista Cima Wealth Management LLC$101M AUM | 4.30% | $4M | 15.2K | Q1 2026OLDER |
| EnRich Financial Partners LLC$377M AUM | 4.29% | $16M | 56.4K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 4.22% | $28M | 96.0K | Q1 2026OLDER |
| TriaGen Wealth Management LLC$366M AUM | 4.21% | $15M | 53.7K | Q1 2026OLDER |
| Blackston Financial Advisory Group, LLC$160M AUM | 4.20% | $7M | 23.3K | Q1 2026OLDER |
| Fiduciary Wealth Partners, LLC$153M AUM | 4.14% | $6M | 22.1K | Q1 2026OLDER |
| Grant Street Asset Management, Inc.$519M AUM | 4.14% | $22M | 74.9K | Q1 2026OLDER |
| Hidden Cove Wealth Management, LLC$156M AUM | 4.13% | $6M | 22.4K | Q1 2026OLDER |
| Trust Co of the South$710M AUM | 4.12% | $29M | 363.1K | Q2 2026 |
| O'Connor Financial Group LLC$244M AUM | 4.10% | $10M | 34.9K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 4.04% | $16M | 54.1K | Q1 2026OLDER |
| AMARA FINANCIAL, LLC.$145M AUM | 4.01% | $6M | 20.3K | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 4.00% | $14M | 172.3K | Q2 2026 |
| Cordgrass Capital Advisors, LLC$427M AUM | 3.99% | $17M | 59.4K | Q1 2026OLDER |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 3.99% | $15M | 48.2K | Q1 2026OLDER |
| Krane Financial Solutions LLC$147M AUM | 3.94% | $6M | 20.2K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 3.92% | $6M | 20.4K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 3.91% | $7M | 25.7K | Q1 2026OLDER |
| Aspire Capital Advisors LLC$444M AUM | 3.89% | $17M | 60.1K | Q1 2026OLDER |
| ForthRight Wealth Management, LLC$353M AUM | 3.87% | $14M | 47.4K | Q1 2026OLDER |
| David Kennon Inc$279M AUM | 3.87% | $11M | 37.5K | Q1 2026OLDER |
| KEYVANTAGE WEALTH, LLC$227M AUM | 3.85% | $9M | 30.4K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 3.85% | $10M | 33.6K | Q1 2026OLDER |
| MY Wealth Management Inc.$103M AUM | 3.83% | $4M | 15.3K | Q1 2026OLDER |
| Farrell Financial LLC$167M AUM | 3.83% | $6M | 22.3K | Q1 2026OLDER |
| Petros Family Wealth, LLC$140M AUM | 3.78% | $5M | 18.5K | Q1 2026OLDER |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 3.77% | $45M | 156.5K | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 3.77% | $16M | 57.2K | Q1 2026OLDER |
| NORTHSTAR ASSET MANAGEMENT Co$445M AUM | 3.74% | $17M | 58.0K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 3.73% | $144M | 1.79M | Q2 2026 |
| Heartwood Wealth Advisors LLC$1.1B AUM | 3.73% | $43M | 148.8K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 3.72% | $20M | 69.3K | Q1 2026OLDER |
| Capital Planning LLC$307M AUM | 3.72% | $11M | 39.9K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 3.71% | $10M | 33.1K | Q1 2026OLDER |
| IFS Advisors, LLC$194M AUM | 3.69% | $7M | 24.9K | Q1 2026OLDER |
| Core Wealth Advisors, Inc.$419M AUM | 3.69% | $15M | 53.9K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 3.68% | $295M | 1.03M | Q1 2026OLDER |
| Prosperitas Financial LLC$268M AUM | 3.68% | $10M | 34.4K | Q1 2026OLDER |
| Single Point Partners, LLC$503M AUM | 3.62% | $18M | 63.4K | Q1 2026OLDER |
| BEACON ADVISORS HOLDINGS, LLC$187M AUM | 3.62% | $7M | 23.6K | Q1 2026OLDER |
| Twele Capital Management, Inc.$561M AUM | 3.60% | $20M | 70.3K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 3.57% | $7.4B | 26.27M | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 3.54% | $12M | 41.3K | Q1 2026OLDER |
| Marathon Strategic Advisors, LLC$139M AUM | 3.53% | $5M | 17.1K | Q1 2026OLDER |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 3.52% | $13M | 45.0K | Q1 2026OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 3.50% | $10M | 122.5K | Q2 2026 |
| Greenbush Financial Group, LLC$302M AUM | 3.50% | $11M | 36.8K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 3.46% | $12M | 41.9K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 3.45% | $9M | 31.7K | Q3 2025OLDER |
| Whitegate Investment Counselors, Inc.$315M AUM | 3.44% | $11M | 37.7K | Q1 2026OLDER |
| Roger Wittlin Investment Advisory, LLC$122M AUM | 3.42% | $4M | 14.5K | Q1 2026OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 3.41% | $15M | 51.8K | Q1 2026OLDER |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 3.41% | $7M | 25.2K | Q1 2026OLDER |
| RED CRANE WEALTH MANAGEMENT, LLC$122M AUM | 3.39% | $4M | 14.3K | Q1 2026OLDER |
| Smith & Howard Wealth Management, LLC$462M AUM | 3.35% | $16M | 54.0K | Q1 2026OLDER |
| SP Asset Management LLC$1.1B AUM | 3.32% | $38M | 130.9K | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 3.30% | $40M | 138.2K | Q1 2026OLDER |
| Five Pine Wealth Management$161M AUM | 3.29% | $5M | 18.4K | Q1 2026OLDER |
| Fjell Capital, LLC$130M AUM | 3.28% | $4M | 14.8K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 3.27% | $8M | 27.7K | Q1 2026OLDER |
| Alliance Private Wealth, LLC$288M AUM | 3.26% | $9M | 116.5K | Q2 2026 |
| Praetorian Wealth Management, Inc.$580M AUM | 3.26% | $19M | 234.5K | Q2 2026 |
| Gratus Wealth Advisors, LLC$691M AUM | 3.22% | $22M | 77.4K | Q1 2026OLDER |
| American Financial Advisors, LLC$750M AUM | 3.18% | $24M | 83.0K | Q1 2026OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 3.16% | $13M | 43.9K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 3.15% | $10M | 33.7K | Q1 2026OLDER |
| Dala Group, LLC$115M AUM | 3.14% | $4M | 12.5K | Q2 2026 |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 3.14% | $5M | 17.8K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 3.13% | $10M | 129.7K | Q2 2026 |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 3.12% | $85M | 297.3K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 3.08% | $6M | 20.9K | Q1 2026OLDER |
| Red Wave Investments LLC$335M AUM | 3.07% | $10M | 35.8K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 3.06% | $4M | 12.9K | Q1 2026OLDER |
| Silverleafe Capital Partners, LLC$367M AUM | 3.04% | $11M | 138.4K | Q2 2026 |
| American Trust$1.1B AUM | 3.03% | $34M | 119.4K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 3.02% | $14M | 47.9K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 3.02% | $79M | 1.02M | Q1 2026OLDER |
| Latko Wealth Management, Ltd.$205M AUM | 3.00% | $6M | 21.4K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 3.00% | $10M | 126.7K | Q2 2026 |
| Spectrum Investment Advisors, Inc.$201M AUM | 3.00% | $6M | 21.0K | Q1 2026OLDER |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 2.99% | $18M | 64.4K | Q1 2026OLDER |
| Macco Financial Group, Inc.$132M AUM | 2.99% | $4M | 13.7K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 2.98% | $75M | 261.1K | Q1 2026OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 2.98% | $23M | 78.6K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 2.97% | $13M | 46.3K | Q1 2026OLDER |
| Innovative Wealth Building LLC$142M AUM | 2.97% | $4M | 14.7K | Q1 2026OLDER |
| BRIGHTON SECURITIES CORP.$233M AUM | 2.96% | $7M | 85.6K | Q2 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 2.95% | $32M | 112.4K | Q1 2026OLDER |
| Wealthquest Corp$1.4B AUM | 2.94% | $41M | 144.4K | Q2 2026 |
| Mittelman Wealth Management$160M AUM | 2.93% | $5M | 16.4K | Q1 2026OLDER |
| CONSILIO WEALTH ADVISORS, LLC$342M AUM | 2.92% | $10M | 34.9K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 2.91% | $4M | 15.3K | Q1 2026OLDER |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 2.80% | $15M | 50.4K | Q3 2025OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 2.79% | $4M | 14.9K | Q1 2026OLDER |
| Valpey Financial Services, LLC$154M AUM | 2.77% | $4M | 14.8K | Q1 2026OLDER |
| Anson Capital, Inc.$146M AUM | 2.77% | $4M | 14.1K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 2.76% | $124M | 1.62M | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 2.74% | $11M | 39.5K | Q1 2026OLDER |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 2.74% | $6M | 19.4K | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 2.74% | $23M | 80.1K | Q1 2026OLDER |
| SNOWWATER INVESTMENT PARTNERS, LLC$106M AUM | 2.73% | $3M | 10.1K | Q1 2026OLDER |
| Beirne Wealth Consulting Services, LLC$503M AUM | 2.72% | $14M | 169.6K | Q2 2026 |
| Asset Management Group, Inc.$619M AUM | 2.67% | $17M | 57.5K | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 2.67% | $6M | 22.2K | Q1 2026OLDER |
| Crane Advisory, LLC$668M AUM | 2.63% | $18M | 58.1K | Q1 2026OLDER |
| Scott Capital Advisors, LLC$639M AUM | 2.62% | $17M | 207.6K | Q2 2026 |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 2.60% | $121M | 421.2K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 2.60% | $5M | 16.0K | Q1 2026OLDER |
| Bouchey Financial Group Ltd$1.4B AUM | 2.58% | $35M | 118.1K | Q1 2026OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 2.58% | $3M | 35.8K | Q2 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 2.57% | $10M | 121.8K | Q2 2026 |
| Rooted Wealth Advisors, Inc.$379M AUM | 2.55% | $10M | 125.7K | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 2.55% | $7M | 25.3K | Q3 2025OLDER |
| Excelsior Advisor Network LLC$263M AUM | 2.55% | $7M | 23.3K | Q1 2026OLDER |
| Hofer & Associates. Inc$186M AUM | 2.54% | $5M | 16.4K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 2.52% | $5M | 16.1K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 2.52% | $10M | 35.3K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 2.51% | $11M | 38.3K | Q1 2026OLDER |
| Buck Wealth Strategies, LLC$810M AUM | 2.51% | $20M | 70.8K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 2.50% | $3M | 2.0K | Q3 2025OLDER |
| Cannon Wealth Management Services, LLC$148M AUM | 2.50% | $4M | 12.9K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 2.49% | $41M | 143.6K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 2.46% | $10M | 34.2K | Q1 2026OLDER |
| 21 West Wealth Management LLC$108M AUM | 2.45% | $3M | 9.2K | Q1 2026OLDER |
| Bank of Marin$137M AUM | 2.43% | $3M | 11.6K | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 2.42% | $36M | 123.9K | Q1 2026OLDER |
| Noble Family Wealth, LLC$484M AUM | 2.41% | $12M | 40.7K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 2.41% | $43M | 143.2K | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 2.40% | $25M | 88.2K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 2.37% | $9M | 29.8K | Q1 2026OLDER |
| Good Steward Wealth Advisors,LLC$156M AUM | 2.35% | $4M | 12.7K | Q1 2026OLDER |
| Tarbox Family Office, Inc.$616M AUM | 2.34% | $14M | 50.3K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 2.34% | $6M | 21.7K | Q1 2026OLDER |
| Trinity Financial Advisors LLC$389M AUM | 2.33% | $9M | 112.3K | Q2 2026 |
| Financial Planning Fort Collins, LLC$133M AUM | 2.32% | $3M | 40.4K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 2.32% | $55M | 193.0K | Q1 2026OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 2.31% | $6M | 21.9K | Q1 2026OLDER |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 2.31% | $3M | 10.1K | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 2.30% | $31M | 108.3K | Q4 2025OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 2.29% | $19M | 65.0K | Q1 2026OLDER |
| HILLTOP WEALTH ADVISORS, LLC$167M AUM | 2.29% | $4M | 13.3K | Q1 2026OLDER |
| Midwestern Financial, LLC /IA$127M AUM | 2.29% | $3M | 10.1K | Q1 2026OLDER |
| Ameraudi Asset Management, Inc.$184M AUM | 2.29% | $4M | 14.7K | Q1 2026OLDER |
| WEST BANCORPORATION INC$200M AUM | 2.29% | $5M | 16.0K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 2.28% | $8M | 27.7K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 2.28% | $56M | 193.4K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 2.28% | $6M | 18.6K | Q1 2026OLDER |
| SHEPHERD KAPLAN KROCHUK, LLC$119M AUM | 2.28% | $3M | 9.4K | Q1 2026OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 2.27% | $7M | 81.4K | Q2 2026 |
| Gibraltar Capital Management, Inc.$581M AUM | 2.26% | $13M | 45.7K | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 2.25% | $121M | 421.2K | Q1 2026OLDER |
| ARROW FINANCIAL CORP$994M AUM | 2.23% | $22M | 77.1K | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 2.22% | $4M | 13.1K | Q1 2026OLDER |
| Orin Green Financial, LLC$244M AUM | 2.21% | $5M | 18.8K | Q1 2026OLDER |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 2.20% | $2M | 8.0K | Q1 2026OLDER |
| MEMBERS WEALTH LLC$182M AUM | 2.20% | $4M | 49.9K | Q2 2026 |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 2.20% | $10M | 36.3K | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 2.20% | $5M | 16.7K | Q1 2026OLDER |
| TICINO WEALTH$288M AUM | 2.18% | $6M | 19.4K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 2.17% | $32M | 107.9K | Q4 2025OLDER |
| HARBOR ADVISORY CORP /MA/$333M AUM | 2.15% | $7M | 24.9K | Q1 2026OLDER |
| James J. Burns & Company, LLC$737M AUM | 2.14% | $16M | 55.0K | Q1 2026OLDER |
| Sincerus Advisory, LLC$147M AUM | 2.14% | $3M | 39.1K | Q2 2026 |
| KFA Private Wealth Group, LLC$417M AUM | 2.14% | $9M | 31.0K | Q1 2026OLDER |
| Retirement Management Systems Inc.$415M AUM | 2.13% | $9M | 30.8K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 2.12% | $136M | 472.7K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 2.12% | $9M | 31.8K | Q1 2026OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 2.12% | $2M | 30.7K | Q2 2026 |
| ProVise Management Group, LLC$1.4B AUM | 2.08% | $29M | 100.8K | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 2.08% | $16M | 55.3K | Q1 2026OLDER |
| Financial Planning Hawaii, Inc.$170M AUM | 2.04% | $3M | 12.1K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 2.03% | $6M | 19.4K | Q1 2026OLDER |
| WealthTrust Asset Management, LLC$167M AUM | 2.02% | $3M | 11.8K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 2.00% | $33M | 116.3K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 2.00% | $76M | 944.2K | Q2 2026 |
| Goldstone Financial Group, LLC$922M AUM | 1.99% | $18M | 64.0K | Q1 2026OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 1.98% | $4M | 15.0K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 1.97% | $303M | 1.06M | Q1 2026OLDER |
| OFC FINANCIAL PLANNING, LLC$102M AUM | 1.95% | $2M | 6.9K | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 1.95% | $7M | 24.9K | Q1 2026OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 1.94% | $102M | 356.1K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 1.94% | $7M | 23.1K | Q3 2025OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 1.93% | $23M | 80.4K | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 1.93% | $73M | 253.5K | Q1 2026OLDER |
| Joel Adams & Associates, Inc.$135M AUM | 1.91% | $3M | 8.9K | Q1 2026OLDER |
| Fogel Capital Management, Inc.$219M AUM | 1.90% | $4M | 14.5K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 1.89% | $1.6B | 5.41M | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 1.89% | $4M | 12.4K | Q1 2026OLDER |
| BLB&B Advisors, LLC$2.4B AUM | 1.88% | $45M | 158.3K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 1.86% | $26M | 89.4K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 1.86% | $204M | 709.7K | Q1 2026OLDER |
| Veridan Wealth LLC$270M AUM | 1.84% | $5M | 17.4K | Q1 2026OLDER |
| New Covenant Trust Company, N.A.$112M AUM | 1.83% | $2M | 7.1K | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 1.82% | $7M | 25.7K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 1.81% | $24M | 83.7K | Q1 2026OLDER |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 1.80% | $3M | 11.0K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 1.78% | $440M | 1.53M | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 1.78% | $53M | 186.0K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 1.78% | $90M | 314.6K | Q1 2026OLDER |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 1.77% | $2M | 28.2K | Q2 2026 |
| Fortis Capital Advisors, LLC$763M AUM | 1.76% | $13M | 46.9K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 1.76% | $16M | 56.6K | Q1 2026OLDER |
| Bridgewealth Advisory Group, LLC$482M AUM | 1.76% | $8M | 29.5K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 1.76% | $5M | 17.4K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 1.74% | $2M | 6.6K | Q1 2026OLDER |
| STEPH & CO$351M AUM | 1.74% | $6M | 21.2K | Q1 2026OLDER |
| Downshift Financial, LLC$193M AUM | 1.72% | $3M | 43.8K | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 1.72% | $28M | 97.2K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 1.70% | $8M | 28.8K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 1.69% | $4M | 13.1K | Q1 2026OLDER |
| GoalFusion Wealth Management, LLC$220M AUM | 1.66% | $4M | 12.7K | Q1 2026OLDER |
| Reliant Investment Partners, LLC$121M AUM | 1.65% | $2M | 6.9K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 1.65% | $19M | 67.4K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 1.63% | $30M | 100.7K | Q3 2025OLDER |
| TPG Financial Advisors, LLC$307M AUM | 1.63% | $5M | 17.4K | Q1 2026OLDER |
| Calder Financial LLC$106M AUM | 1.62% | $2M | 21.4K | Q2 2026 |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 1.62% | $5M | 17.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 1.62% | $2.4B | 8.31M | Q1 2026OLDER |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 1.62% | $3M | 32.7K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 1.61% | $7M | 22.7K | Q1 2026OLDER |
| Vilga Financial Planning LLC$132M AUM | 1.61% | $2M | 26.3K | Q2 2026 |
| FreeGulliver LLC$237M AUM | 1.59% | $4M | 13.2K | Q1 2026OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 1.59% | $2M | 8.3K | Q1 2026OLDER |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 1.59% | $2M | 8.5K | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 1.55% | $8M | 28.4K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 1.55% | $6M | 19.8K | Q1 2026OLDER |
| INTRUST BANK NA$1.2B AUM | 1.54% | $19M | 65.8K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 1.54% | $36M | 125.1K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 1.53% | $8M | 26.8K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 1.53% | $42M | 144.1K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 1.52% | $25M | 87.2K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 1.52% | $6M | 19.3K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 1.52% | $395M | 1.37M | Q1 2026OLDER |
| Grange Capital, LLC$100M AUM | 1.51% | $2M | 5.3K | Q1 2026OLDER |
| GEM Asset Management, LLC$227M AUM | 1.51% | $3M | 11.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 1.50% | $8.0B | 27.77M | Q2 2026 |
| Financial Freedom, LLC$201M AUM | 1.48% | $3M | 10.3K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 1.48% | $3M | 10.1K | Q1 2026OLDER |
| Ridgewood Investments LLC$244M AUM | 1.48% | $4M | 12.6K | Q1 2026OLDER |
| Boyd Wealth Management, LLC$236M AUM | 1.47% | $3M | 12.1K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 1.46% | $12M | 42.7K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 1.46% | $33M | 114.3K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 1.46% | $6M | 19.4K | Q1 2026OLDER |
| Family Investment Center, Inc.$520M AUM | 1.45% | $8M | 26.2K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 1.45% | $11M | 38.5K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 1.44% | $127M | 442.0K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 1.44% | $25M | 84.9K | Q4 2025OLDER |
| Vines Capital Management, LLC$101M AUM | 1.43% | $1M | 5.0K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 1.42% | $21M | 73.8K | Q1 2026OLDER |
| KTF INVESTMENTS, LLC$584M AUM | 1.42% | $8M | 28.9K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 1.41% | $53M | 229.4K | Q2 2026 |
| Wingate Wealth Advisors, Inc.$187M AUM | 1.40% | $3M | 9.1K | Q1 2026OLDER |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 1.40% | $7M | 84.3K | Q2 2026 |
| Leo H. Evart, Inc.$117M AUM | 1.39% | $2M | 5.7K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 1.39% | $178M | 618.5K | Q1 2026OLDER |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 1.39% | $2M | 8.3K | Q1 2026OLDER |
| Mystic Asset Management, Inc.$431M AUM | 1.39% | $6M | 20.8K | Q1 2026OLDER |
| MERIDIAN MANAGEMENT CO$402M AUM | 1.38% | $6M | 19.4K | Q1 2026OLDER |
| Redwood Family Wealth LLC$102M AUM | 1.38% | $1M | 4.9K | Q1 2026OLDER |
| RMR Capital Management, LLC$138M AUM | 1.38% | $2M | 6.6K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 1.38% | $32M | 396.0K | Q2 2026 |
| Bravias Capital Group, LLC$153M AUM | 1.37% | $2M | 7.3K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 1.36% | $43M | 148.5K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 1.35% | $4M | 12.3K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 1.35% | $2M | 5.3K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 1.35% | $12M | 43.1K | Q1 2026OLDER |
| Francis Financial, Inc.$539M AUM | 1.35% | $7M | 25.3K | Q1 2026OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 1.35% | $5M | 16.9K | Q1 2026OLDER |
| Laraway Financial Advisors Inc$142M AUM | 1.33% | $2M | 6.6K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 1.32% | $9M | 32.0K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 1.32% | $76M | 263.0K | Q4 2025OLDER |
| My Personal CFO, LLC$228M AUM | 1.32% | $3M | 10.5K | Q1 2026OLDER |
| Clearview Wealth Management LLC$141M AUM | 1.30% | $2M | 6.4K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 1.30% | $2M | 6.6K | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 1.30% | $2M | 7.8K | Q1 2026OLDER |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 1.29% | $8M | 26.5K | Q1 2026OLDER |
| Peak Retirement Planning, Inc.$501M AUM | 1.29% | $6M | 22.5K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 1.29% | $2M | 6.4K | Q1 2026OLDER |
| Payne Capital LLC$109M AUM | 1.29% | $1M | 4.4K | Q4 2025OLDER |
| Sherman Asset Management, Inc.$109M AUM | 1.29% | $1M | 4.9K | Q1 2026OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 1.28% | $24M | 84.6K | Q1 2026OLDER |
| Capital Management Associates, Inc$442M AUM | 1.28% | $6M | 19.8K | Q1 2026OLDER |
| Wealth Care LLC$123M AUM | 1.28% | $2M | 19.6K | Q2 2026 |
| Topel & Distasi Wealth Management, LLC$193M AUM | 1.28% | $2M | 8.6K | Q1 2026OLDER |
| Graetz Wealth LLC$112M AUM | 1.28% | $1M | 5.0K | Q1 2026OLDER |
| Dynamic Wealth Strategies, LLC$173M AUM | 1.28% | $2M | 7.7K | Q1 2026OLDER |
| LongView Wealth Management$390M AUM | 1.27% | $5M | 61.7K | Q2 2026 |
| Family Legacy, Inc.$333M AUM | 1.27% | $4M | 14.7K | Q1 2026OLDER |
| WP Advisors, LLC$387M AUM | 1.25% | $5M | 16.8K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 1.24% | $5M | 19.1K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 1.24% | $57M | 199.6K | Q1 2026OLDER |
| Arsenal Capital Advisors LLC$138M AUM | 1.24% | $2M | 5.9K | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 1.24% | $2M | 6.2K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 1.24% | $17M | 58.2K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 1.22% | $3M | 9.3K | Q1 2026OLDER |
| Zuckerman Investment Group, LLC$1.1B AUM | 1.22% | $13M | 45.3K | Q1 2026OLDER |
| Pandora Wealth, Inc.$165M AUM | 1.22% | $2M | 6.9K | Q4 2025OLDER |
| Weil Company, Inc.$445M AUM | 1.20% | $5M | 18.7K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 1.20% | $9M | 32.3K | Q1 2026OLDER |
| Financial Management, Inc.$106M AUM | 1.20% | $1M | 4.5K | Q2 2026 |
| GFS Advisors, LLC$1.6B AUM | 1.20% | $9M | 32.8K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 1.20% | $14M | 50.0K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 1.19% | $18M | 63.8K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 1.19% | $5M | 17.9K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 1.19% | $43M | 149.3K | Q1 2026OLDER |
| FINANCIAL ADVISORY PARTNERS, LLC$354M AUM | 1.18% | $4M | 14.6K | Q1 2026OLDER |
| Kendall Capital Management$488M AUM | 1.18% | $6M | 20.1K | Q1 2026OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 1.18% | $3M | 11.3K | Q1 2026OLDER |
| Mokosak Advisory Group, LLC$399M AUM | 1.18% | $5M | 16.4K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 1.17% | $10M | 33.7K | Q1 2026OLDER |
| MJP ASSOCIATES INC /ADV$824M AUM | 1.17% | $10M | 33.6K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 1.17% | $2M | 8.6K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 1.16% | $2M | 5.7K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 1.16% | $5M | 18.0K | Q1 2026OLDER |
| Synergy Financial Group, LTD$133M AUM | 1.16% | $2M | 5.4K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 1.15% | $13M | 44.8K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 1.15% | $3M | 40.4K | Q2 2026 |
| Mason & Associates Inc$516M AUM | 1.14% | $6M | 21.0K | Q1 2026OLDER |
| Windsor Advisory Group, LLC$120M AUM | 1.14% | $1M | 4.8K | Q1 2026OLDER |
| LCW Services, LLC$201M AUM | 1.14% | $2M | 8.0K | Q1 2026OLDER |
| Cornerstone Management, Inc.$628M AUM | 1.14% | $7M | 24.9K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 1.13% | $213M | 742.2K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 1.13% | $3M | 9.6K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 1.13% | $3M | 35.4K | Q2 2026 |
| Compass Planning Associates Inc$156M AUM | 1.12% | $2M | 6.1K | Q1 2026OLDER |
| Omnia Family Wealth, LLC$373M AUM | 1.12% | $4M | 51.8K | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 1.12% | $1.8B | 6.31M | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 1.11% | $2M | 8.3K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 1.11% | $8M | 27.8K | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 1.11% | $8M | 100.7K | Q2 2026 |
| Frisch Financial Group, Inc.$478M AUM | 1.11% | $5M | 18.4K | Q1 2026OLDER |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 1.11% | $2M | 5.9K | Q1 2026OLDER |
| Abbot Financial Management, Inc.$239M AUM | 1.10% | $3M | 9.2K | Q1 2026OLDER |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 1.10% | $3M | 11.0K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 1.09% | $161M | 561.6K | Q1 2026OLDER |
| PCA Investment Advisory Services Inc.$300M AUM | 1.08% | $3M | 11.3K | Q1 2026OLDER |
| MorganRosel Wealth Management, LLC$254M AUM | 1.08% | $3M | 9.5K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 1.08% | $12M | 42.8K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 1.07% | $11M | 140.4K | Q2 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 1.07% | $634M | 2.19M | Q4 2025OLDER |
| Maia Wealth LLC$591M AUM | 1.06% | $6M | 21.8K | Q1 2026OLDER |
| UNITED BANK$781M AUM | 1.06% | $8M | 28.8K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 1.05% | $27M | 92.8K | Q1 2026OLDER |
| Grandview Asset Management LLC$342M AUM | 1.05% | $4M | 12.6K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 1.04% | $37M | 128.7K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 1.04% | $7M | 25.5K | Q1 2026OLDER |
| Sidoxia Capital Management, LLC$116M AUM | 1.04% | $1M | 4.2K | Q1 2026OLDER |
| AAF Wealth Management, LLC$244M AUM | 1.04% | $3M | 8.8K | Q1 2026OLDER |
| Bull Oak Capital, LLC$260M AUM | 1.04% | $3M | 9.4K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 1.03% | $1M | 4.7K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$432M AUM | 1.03% | $4M | 55.0K | Q2 2026 |
| Duncan Williams Asset Management, LLC$361M AUM | 1.02% | $4M | 12.9K | Q1 2026OLDER |
| Bannerstone Capital Management, LLC$104M AUM | 1.02% | $1M | 3.7K | Q1 2026OLDER |
| Vickerman Investment Advisors, Inc.$476M AUM | 1.02% | $5M | 16.9K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 1.02% | $12M | 40.9K | Q1 2026OLDER |
| TABR Capital Management, LLC$109M AUM | 1.01% | $1M | 3.8K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 1.01% | $14M | 49.2K | Q1 2026OLDER |
| Bernardo Wealth Planning LLC$511M AUM | 1.00% | $5M | 17.8K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.99% | $4M | 14.5K | Q1 2026OLDER |
| BankPlus Wealth Management LLC$194M AUM | 0.98% | $2M | 6.6K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.98% | $21M | 73.7K | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 0.98% | $5M | 16.8K | Q3 2025OLDER |
| Grove Bank & Trust$1.0B AUM | 0.98% | $10M | 122.4K | Q2 2026 |
| Kennebec Savings Bank$111M AUM | 0.97% | $1M | 3.8K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.97% | $15M | 52.9K | Q1 2026OLDER |
| Elm3 Financial Group, LLC$118M AUM | 0.97% | $1M | 4.0K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.97% | $9M | 30.4K | Q1 2026OLDER |
| MFA WEALTH ADVISORS, LLC$508M AUM | 0.97% | $5M | 17.1K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.96% | $7M | 22.7K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 0.95% | $3M | 9.9K | Q1 2026OLDER |
| VIAWEALTH, LLC$180M AUM | 0.95% | $2M | 6.0K | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 0.95% | $2M | 5.8K | Q1 2026OLDER |
| Madrid Wealth Management, LLC$133M AUM | 0.95% | $1M | 4.4K | Q1 2026OLDER |
| INVESTMENT PARTNERS, LTD.$281M AUM | 0.95% | $3M | 9.3K | Q1 2026OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 0.95% | $7M | 23.4K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.95% | $704M | 2.46M | Q1 2026OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 0.94% | $1M | 4.1K | Q1 2026OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.94% | $3M | 11.9K | Q1 2026OLDER |
| Midwest Financial Partners Investments, Inc.$189M AUM | 0.93% | $2M | 6.1K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.93% | $27M | 94.0K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.