VANGUARD INDEX FDS
CUSIP 922908652
Vanguard Index Fds has 998 institutional holders in Filings Flow’s 13F database, together reporting 52.72M shares worth $10.5B as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Morgan Stanley, and Wealthfront Advisers LLC.
Institutional Holders
998
Q1 2026
Reported Value
$10.5B
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 |
|---|---|---|---|---|
| Tenon Financial LLC$255M AUM | 20.31% | $52M | 251.2K | Q1 2026OLDER |
| ACT WEALTH MANAGEMENT, LLC$340M AUM | 15.38% | $52M | 212.6K | Q2 2026 |
| Gleason Group, Inc.$1.0B AUM | 12.93% | $131M | 634.2K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 11.06% | $171M | 830.8K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 8.75% | $33M | 134.2K | Q2 2026 |
| Prime Buchholz LLC$191M AUM | 8.62% | $16M | 80.1K | Q1 2026OLDER |
| Van Cleef Asset Management,Inc$929M AUM | 7.73% | $72M | 348.7K | Q1 2026OLDER |
| BRIGHTON SECURITIES CORP.$233M AUM | 7.38% | $17M | 69.8K | Q2 2026 |
| Journey Beyond Wealth, LLC$116M AUM | 7.36% | $9M | 41.7K | Q1 2026OLDER |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 7.20% | $30M | 120.7K | Q2 2026 |
| MAYPORT, LLC$538M AUM | 7.00% | $38M | 183.0K | Q1 2026OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 6.77% | $25M | 119.5K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 5.94% | $29M | 138.6K | Q1 2026OLDER |
| Fort Vancouver Investment Management, LLC$197M AUM | 5.92% | $12M | 56.7K | Q1 2026OLDER |
| James J. Burns & Company, LLC$737M AUM | 5.71% | $42M | 204.6K | Q1 2026OLDER |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 5.68% | $27M | 131.7K | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 5.62% | $72M | 351.9K | Q1 2026OLDER |
| Gutierrez Wealth Advisory, LLC$161M AUM | 5.54% | $9M | 43.3K | Q1 2026OLDER |
| Applied Capital LLC$268M AUM | 5.35% | $14M | 69.7K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 5.07% | $19M | 93.3K | Q1 2026OLDER |
| Aurdan Capital Management, LLC$333M AUM | 4.99% | $17M | 80.8K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 4.86% | $9M | 42.9K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 4.59% | $136M | 648.8K | Q4 2025OLDER |
| Safir Wealth Advisors, LLC$154M AUM | 4.33% | $7M | 27.1K | Q2 2026 |
| LANDMARK WEALTH MANAGEMENT, INC.$265M AUM | 4.00% | $11M | 51.6K | Q1 2026OLDER |
| HCR Wealth Advisors$964M AUM | 3.88% | $37M | 181.9K | Q1 2026OLDER |
| Western Reserve Capital Management, LLC$122M AUM | 3.81% | $5M | 22.6K | Q1 2026OLDER |
| STONE LOFT WEALTH MANAGEMENT LLC$107M AUM | 3.81% | $4M | 19.4K | Q1 2026OLDER |
| Atlantic Private Wealth, LLC$153M AUM | 3.78% | $6M | 28.1K | Q1 2026OLDER |
| Summit Wealth Group, LLC$436M AUM | 3.77% | $16M | 79.8K | Q1 2026OLDER |
| Clifford Group, LLC$130M AUM | 3.74% | $5M | 23.6K | Q1 2026OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 3.71% | $37M | 185.3K | Q1 2026OLDER |
| MontVue Capital Management, Inc.$147M AUM | 3.63% | $5M | 25.9K | Q1 2026OLDER |
| Prospera Capital Management, LLC$199M AUM | 3.55% | $7M | 34.4K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 3.39% | $41M | 166.4K | Q2 2026 |
| Sanchez Levi Garrett$159M AUM | 3.36% | $5M | 26.1K | Q1 2026OLDER |
| Trevian Wealth Management LLC$203M AUM | 3.35% | $7M | 33.0K | Q1 2026OLDER |
| Echo45 Advisors LLC$178M AUM | 3.31% | $6M | 28.6K | Q1 2026OLDER |
| FIRST HAWAIIAN BANK$715M AUM | 3.22% | $23M | 111.8K | Q1 2026OLDER |
| Jessup Wealth Management, Inc$274M AUM | 3.16% | $9M | 42.0K | Q1 2026OLDER |
| Long Island Wealth Management, Inc.$216M AUM | 3.13% | $7M | 32.8K | Q1 2026OLDER |
| Vested Financial Planning, LLC$131M AUM | 3.06% | $4M | 19.5K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 2.97% | $4M | 20.5K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 2.94% | $47M | 226.8K | Q1 2026OLDER |
| Stembrook Asset Management, LLC$102M AUM | 2.94% | $3M | 14.6K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 2.88% | $25M | 121.1K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 2.57% | $3M | 15.8K | Q1 2026OLDER |
| NEPC LLC$5.0B AUM | 2.57% | $129M | 626.5K | Q1 2026OLDER |
| Strategic Financial Planning, Inc.$171M AUM | 2.50% | $4M | 21.0K | Q4 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 2.49% | $120M | 583.4K | Q1 2026OLDER |
| Affiance Financial, LLC$695M AUM | 2.48% | $17M | 70.0K | Q2 2026 |
| Great Diamond Partners, LLC$520M AUM | 2.44% | $13M | 61.5K | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 2.43% | $16M | 80.0K | Q1 2026OLDER |
| West Financial Advisors, LLC$659M AUM | 2.38% | $16M | 63.6K | Q2 2026 |
| VSM Wealth Advisory, LLC$335M AUM | 2.35% | $8M | 38.3K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 2.35% | $49M | 233.5K | Q3 2025OLDER |
| SIGNAL TREE FINANCIAL PARTNERS LLC$132M AUM | 2.16% | $3M | 13.9K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 2.14% | $22M | 108.6K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 2.14% | $2M | 11.2K | Q1 2026OLDER |
| Legacy Private Trust Co.$1.6B AUM | 2.13% | $35M | 168.4K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 2.09% | $14M | 68.9K | Q1 2026OLDER |
| Asio Capital, LLC$712M AUM | 2.09% | $15M | 72.3K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 2.08% | $4M | 15.3K | Q2 2026 |
| Luminvest Wealth Management LLC$382M AUM | 2.06% | $8M | 37.5K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 2.04% | $2M | 10.3K | Q1 2026OLDER |
| Calder Financial LLC$106M AUM | 2.04% | $2M | 8.8K | Q2 2026 |
| Mission Hills Financial Advisory, LLC$195M AUM | 1.98% | $4M | 18.8K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 1.93% | $104M | 506.1K | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 1.89% | $5M | 23.0K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 1.80% | $105M | 508.3K | Q1 2026OLDER |
| Five Pine Wealth Management$161M AUM | 1.78% | $3M | 13.9K | Q1 2026OLDER |
| Compass Advisory Group LLC$374M AUM | 1.73% | $6M | 31.3K | Q1 2026OLDER |
| SMI Advisory Services, LLC$617M AUM | 1.68% | $10M | 42.4K | Q2 2026 |
| GeoWealth Management, LLC$2.8B AUM | 1.68% | $47M | 226.4K | Q1 2026OLDER |
| Winthrop Advisory Group LLC$1.2B AUM | 1.66% | $20M | 98.5K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 1.59% | $17,667 | 84.5K | Q4 2025OLDER |
| Churchill Financial Advisors, LLC$476M AUM | 1.54% | $7M | 35.7K | Q1 2026OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 1.53% | $3M | 13.4K | Q1 2026OLDER |
| United Community Bank$300M AUM | 1.51% | $5M | 22.1K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 1.50% | $683M | 3.32M | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 1.47% | $4M | 20.8K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 1.45% | $21M | 101.7K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 1.44% | $4M | 21.2K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 1.42% | $3M | 16.4K | Q1 2026OLDER |
| Alpha Zero LLC$198M AUM | 1.35% | $3M | 12.9K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 1.34% | $1M | 6.9K | Q1 2026OLDER |
| Family CFO Inc$223M AUM | 1.33% | $3M | 14.5K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 1.33% | $169M | 823.5K | Q1 2026OLDER |
| Fee-Only Financial Planning, L.C.$166M AUM | 1.31% | $2M | 10.5K | Q1 2026OLDER |
| Boston Standard Wealth Management, LLC$689M AUM | 1.30% | $9M | 36.4K | Q2 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 1.30% | $17M | 84.2K | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 1.27% | $7M | 35.5K | Q1 2026OLDER |
| UNITED SERVICES AUTOMOBILE ASSOCIATION$851M AUM | 1.23% | $10M | 51.0K | Q1 2026OLDER |
| Harfst & Associates, Inc.$560M AUM | 1.23% | $7M | 33.4K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 1.22% | $2M | 10.0K | Q1 2026OLDER |
| Ridge Creek Global, Inc$118M AUM | 1.20% | $1M | 6.9K | Q1 2026OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 1.15% | $6M | 29.4K | Q3 2025OLDER |
| Keel Point, LLC$1.5B AUM | 1.14% | $17M | 84.1K | Q2 2026 |
| JMN Financial LLC$102M AUM | 1.09% | $1M | 5.4K | Q1 2026OLDER |
| Compass Financial Group, INC/SD$715M AUM | 1.08% | $8M | 37.4K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 1.07% | $273M | 1.33M | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 1.02% | $3M | 14.0K | Q2 2026 |
| AMG Asset Management Group, Inc.$129M AUM | 1.01% | $1M | 6.3K | Q1 2026OLDER |
| Sellwood Investment Partners LLC$254M AUM | 1.01% | $3M | 12.5K | Q1 2026OLDER |
| LINCOLN NATIONAL CORP$3.5B AUM | 1.01% | $35M | 168.8K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.96% | $11M | 54.8K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.95% | $2M | 11.4K | Q1 2026OLDER |
| Coyle Financial Counsel LLC$473M AUM | 0.92% | $4M | 21.0K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 0.91% | $4M | 20.6K | Q1 2026OLDER |
| Red Mountain Financial, LLC$106M AUM | 0.91% | $967,575 | 4.7K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 0.90% | $2M | 8.0K | Q1 2026OLDER |
| Wealth Group Ltd$439M AUM | 0.88% | $4M | 18.8K | Q1 2026OLDER |
| Miller Capital Partners, Inc.$208M AUM | 0.88% | $2M | 8.9K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 0.87% | $973,024 | 4.7K | Q1 2026OLDER |
| First Growth Capital LLC$111M AUM | 0.86% | $951,186 | 4.6K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.86% | $75M | 366.3K | Q1 2026OLDER |
| Parkway Wealth Management Group, LLC$791M AUM | 0.82% | $7M | 30.3K | Q1 2026OLDER |
| AUA CAPITAL MANAGEMENT, LLC$196M AUM | 0.82% | $2M | 7.8K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.82% | $19M | 77.0K | Q2 2026 |
| Center For Asset Management LLC$201M AUM | 0.81% | $2M | 7.9K | Q1 2026OLDER |
| Warwick Investment Management, Inc.$690M AUM | 0.81% | $6M | 27.0K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.79% | $2M | 7.3K | Q1 2026OLDER |
| Macco Financial Group, Inc.$132M AUM | 0.79% | $1M | 5.1K | Q1 2026OLDER |
| Security National Bank$687M AUM | 0.79% | $5M | 26.3K | Q1 2026OLDER |
| BostonPremier Wealth LLC$194M AUM | 0.78% | $2M | 7.4K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.78% | $4M | 18.6K | Q1 2026OLDER |
| Bank of Marin$137M AUM | 0.74% | $1M | 4.9K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.73% | $8M | 39.6K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.73% | $12M | 60.5K | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 0.70% | $3M | 13.3K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 0.69% | $737,587 | 3.6K | Q1 2026OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 0.68% | $1M | 5.6K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.67% | $3M | 12.8K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.65% | $9M | 42.2K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.64% | $2M | 9.9K | Q1 2026OLDER |
| GuidedMoney, LLC$190M AUM | 0.64% | $1M | 5.9K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.64% | $9M | 42.7K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.61% | $2M | 10.7K | Q1 2026OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 0.60% | $795,396 | 3.9K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.60% | $10M | 48.0K | Q1 2026OLDER |
| GOLDEN ROAD ADVISORS LLC$174M AUM | 0.60% | $1M | 5.0K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 0.59% | $1M | 5.8K | Q4 2025OLDER |
| FSA Advisors, Inc.$152M AUM | 0.57% | $724,559 | 3.5K | Q3 2025OLDER |
| Single Point Partners, LLC$503M AUM | 0.57% | $3M | 14.0K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 0.56% | $2M | 7.6K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 0.56% | $1M | 6.2K | Q1 2026OLDER |
| Fire Capital Management LLC$214M AUM | 0.56% | $1M | 5.8K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.56% | $12M | 60.7K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.55% | $24M | 115.7K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.55% | $1M | 7.0K | Q1 2026OLDER |
| Partners in Financial Planning$603M AUM | 0.55% | $3M | 16.0K | Q1 2026OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 0.54% | $607,933 | 3.0K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.54% | $264M | 1.28M | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.54% | $1M | 6.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.53% | $289M | 1.40M | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.52% | $838,236 | 4.1K | Q1 2026OLDER |
| Canandaigua National Trust Co of Florida$125M AUM | 0.52% | $835,853 | 4.0K | Q4 2025OLDER |
| Fiduciary Wealth Partners, LLC$153M AUM | 0.52% | $795,435 | 3.9K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.52% | $45M | 220.4K | Q1 2026OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.52% | $2M | 9.1K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.51% | $1M | 5.9K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.51% | $5M | 26.0K | Q1 2026OLDER |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 0.50% | $4M | 18.2K | Q1 2026OLDER |
| Lansing Street Advisors$397M AUM | 0.49% | $2M | 9.5K | Q1 2026OLDER |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 0.49% | $510,003 | 2.5K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.49% | $39M | 191.6K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.48% | $1M | 5.7K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.48% | $3M | 11.3K | Q2 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.48% | $4M | 20.3K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.48% | $878,513 | 4.2K | Q4 2025OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.47% | $7M | 32.5K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.47% | $6M | 31.1K | Q1 2026OLDER |
| Koenig Investment Advisory, LLC$118M AUM | 0.46% | $542,684 | 2.6K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.45% | $691,345 | 3.4K | Q1 2026OLDER |
| Harpswell Capital Advisors, LLC$134M AUM | 0.45% | $607,933 | 3.0K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.45% | $603,312 | 113 | Q3 2025OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.45% | $4M | 18.3K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 0.44% | $8M | 37.3K | Q4 2025OLDER |
| CONNABLE OFFICE INC$1.0B AUM | 0.44% | $5M | 21.9K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.44% | $660,954 | 3.2K | Q3 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.44% | $14M | 68.3K | Q1 2026OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.41% | $5M | 21.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.41% | $276M | 1.34M | Q1 2026OLDER |
| Hardworking Capital Advisors, LLC$107M AUM | 0.41% | $435,267 | 2.1K | Q1 2026OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.40% | $1M | 6.5K | Q3 2025OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.40% | $2M | 10.9K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.40% | $16M | 79.0K | Q4 2025OLDER |
| GSG Advisors LLC$385M AUM | 0.39% | $2M | 7.4K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.39% | $769,548 | 3.7K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.39% | $2M | 7.5K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 0.38% | $1M | 5.8K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.38% | $42M | 201.8K | Q1 2026OLDER |
| Atlatl Advisers LLC$135M AUM | 0.38% | $509,149 | 2.5K | Q1 2026OLDER |
| Financial Harvest, LLC$170M AUM | 0.37% | $635,103 | 3.1K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.37% | $3M | 12.8K | Q1 2026OLDER |
| Penn Capital Management Company, LLC$1.3B AUM | 0.36% | $5M | 22.6K | Q1 2026OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 0.36% | $541,254 | 2.6K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.36% | $30M | 147.2K | Q1 2026OLDER |
| River Wealth Advisors LLC$871M AUM | 0.36% | $3M | 15.2K | Q1 2026OLDER |
| Integrity Wealth Partners, LLC$111M AUM | 0.35% | $392,966 | 1.9K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 0.34% | $738,668 | 3.6K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.34% | $470,336 | 2.3K | Q1 2026OLDER |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 0.34% | $592,910 | 2.9K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.33% | $6M | 30.7K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.33% | $6M | 28.6K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.33% | $3M | 15.1K | Q1 2026OLDER |
| Prospect Financial Group LLC$108M AUM | 0.32% | $348,214 | 1.7K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.32% | $371,674 | 1.8K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.32% | $832,704 | 4.0K | Q1 2026OLDER |
| Victrix Investment Advisors$239M AUM | 0.32% | $879,178 | 4.3K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.32% | $2M | 11.1K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.31% | $820,525 | 4.0K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.31% | $6M | 23.7K | Q2 2026 |
| M3 Advisory Group, LLC$162M AUM | 0.31% | $503,375 | 2.4K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.31% | $601,348 | 2.9K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.31% | $537,138 | 2.6K | Q1 2026OLDER |
| Grant Street Asset Management, Inc.$519M AUM | 0.30% | $2M | 7.6K | Q1 2026OLDER |
| Stephens Consulting, LLC$309M AUM | 0.30% | $925,005 | 4.4K | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.30% | $30M | 144.1K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.29% | $703,483 | 3.4K | Q1 2026OLDER |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 0.29% | $299,614 | 1.5K | Q1 2026OLDER |
| Merited Wealth, LLC$121M AUM | 0.28% | $339,776 | 1.7K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 0.28% | $10M | 46.2K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$149M AUM | 0.28% | $414,519 | 2.4K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.28% | $25M | 121.5K | Q1 2026OLDER |
| Clientfirst Wealth Management, LLC$118M AUM | 0.28% | $327,428 | 1.6K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.28% | $195M | 947.7K | Q1 2026OLDER |
| Nautilus Advisors LLC$146M AUM | 0.27% | $418,240 | 2.0K | Q4 2025OLDER |
| Bluesphere Advisors LLC$281M AUM | 0.27% | $764,471 | 3.7K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.27% | $3M | 13.0K | Q2 2026 |
| Element Wealth, LLC$242M AUM | 0.27% | $655,061 | 3.2K | Q1 2026OLDER |
| Financial Synergies Wealth Advisors, Inc.$1.0B AUM | 0.26% | $3M | 13.4K | Q1 2026OLDER |
| Coastline Trust Co$1.0B AUM | 0.26% | $3M | 12.7K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.25% | $6M | 30.1K | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 0.25% | $303,902 | 1.5K | Q1 2026OLDER |
| Midway Capital Research & Management$106M AUM | 0.25% | $267,746 | 1.3K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.25% | $787,133 | 3.2K | Q2 2026 |
| TFC Financial Management, Inc.$812M AUM | 0.25% | $2M | 9.9K | Q1 2026OLDER |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 0.25% | $3M | 13.2K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.25% | $2M | 8.8K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 0.24% | $518,025 | 2.1K | Q2 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.24% | $1M | 6.3K | Q1 2026OLDER |
| Telos Capital Management, Inc.$1.0B AUM | 0.24% | $3M | 12.2K | Q1 2026OLDER |
| SVRN Asset Management, LLC$103M AUM | 0.24% | $246,960 | 1.2K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.24% | $11M | 54.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.23% | $874M | 4.25M | Q1 2026OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 0.23% | $364,145 | 1.5K | Q2 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.23% | $22M | 104.7K | Q1 2026OLDER |
| OneAscent Family Office, LLC$143M AUM | 0.23% | $330,764 | 1.6K | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 0.23% | $270,104 | 1.3K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.23% | $702,601 | 3.4K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.23% | $7M | 33.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.23% | $16M | 75.5K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.23% | $3M | 16.3K | Q1 2026OLDER |
| MUSTICO FINANCIAL GROUP, INC.$143M AUM | 0.22% | $220,722 | 1.0K | Q3 2025OLDER |
| Bay Capital Advisors, LLC$162M AUM | 0.22% | $362,208 | 1.8K | Q1 2026OLDER |
| Olistico Wealth, LLC$203M AUM | 0.22% | $448,407 | 2.2K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 0.22% | $984,341 | 4.8K | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.22% | $807,581 | 3.9K | Q1 2026OLDER |
| Downshift Financial, LLC$193M AUM | 0.21% | $413,516 | 1.9K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.21% | $1M | 5.2K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.21% | $738,361 | 3.6K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.21% | $334,592 | 1.6K | Q4 2025OLDER |
| Manuka Financial, LLC$162M AUM | 0.21% | $334,762 | 1.6K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.21% | $186M | 901.8K | Q1 2026OLDER |
| OPAL CAPITAL LLC$565M AUM | 0.21% | $826,461 | 3.8K | Q4 2025OLDER |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.20% | $4M | 18.5K | Q1 2026OLDER |
| THOMPSON DAVIS & CO., INC.$150M AUM | 0.20% | $307,054 | 1.5K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.20% | $341,216 | 1.7K | Q1 2026OLDER |
| Syverson Strege & Co$416M AUM | 0.20% | $839,458 | 4.1K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.20% | $752,418 | 3.1K | Q2 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.20% | $318,782 | 1.5K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.20% | $6M | 31.3K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.20% | $1M | 5.9K | Q1 2026OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.20% | $574,669 | 2.8K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 0.20% | $899,140 | 4.4K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.20% | $3M | 16.6K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.20% | $6M | 26.0K | Q2 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.19% | $1M | 8.0K | Q2 2026 |
| Quad-Cities Investment Group, LLC$278M AUM | 0.19% | $536,953 | 2.2K | Q2 2026 |
| GFS Advisors, LLC$1.6B AUM | 0.19% | $2M | 7.4K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 0.19% | $2M | 8.3K | Q1 2026OLDER |
| Value Investment Professionals, LLC$119M AUM | 0.19% | $228,237 | 927 | Q2 2026 |
| Tradewinds, LLC.$310M AUM | 0.19% | $798,454 | 3.8K | Q4 2025OLDER |
| Sunflower Bank, N.A.$392M AUM | 0.19% | $741,909 | 3.6K | Q1 2026OLDER |
| Mallini Complete Financial Planning LLC$140M AUM | 0.19% | $263,198 | 1.1K | Q2 2026 |
| KWB Wealth$1.0B AUM | 0.19% | $2M | 9.1K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.19% | $153M | 745.3K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.19% | $386,436 | 1.8K | Q3 2025OLDER |
| Meriwether Wealth & Planning, LLC$202M AUM | 0.18% | $371,038 | 1.5K | Q2 2026 |
| Roundview Capital LLC$1.6B AUM | 0.18% | $3M | 14.2K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.18% | $11M | 54.7K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.18% | $8M | 41.1K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.18% | $5M | 22.5K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 0.18% | $862,081 | 3.5K | Q2 2026 |
| Burton Enright Welch$736M AUM | 0.18% | $1M | 6.4K | Q1 2026OLDER |
| HANOVER ADVISORS INC$246M AUM | 0.18% | $436,913 | 2.1K | Q1 2026OLDER |
| Jordan Park Group LLC$1.9B AUM | 0.18% | $3M | 16.0K | Q1 2026OLDER |
| Veridan Wealth LLC$270M AUM | 0.18% | $473,565 | 2.3K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.17% | $2M | 7.7K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.17% | $447,610 | 1.8K | Q2 2026 |
| LPWM LLC$396M AUM | 0.17% | $686,343 | 3.3K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.17% | $12M | 60.4K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.17% | $4M | 18.4K | Q1 2026OLDER |
| CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM | 0.17% | $287,503 | 1.4K | Q1 2026OLDER |
| RESTON WEALTH MANAGEMENT LLC$326M AUM | 0.17% | $557,370 | 2.7K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.17% | $35M | 168.3K | Q1 2026OLDER |
| TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM | 0.17% | $2M | 10.0K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.17% | $2M | 9.2K | Q2 2026 |
| Heritage Family Offices, LLP$225M AUM | 0.17% | $374,144 | 1.8K | Q1 2026OLDER |
| Oak Root LLC$820M AUM | 0.17% | $1M | 6.6K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.16% | $4M | 17.7K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 0.16% | $349,860 | 1.7K | Q1 2026OLDER |
| Unconventional Investor, LLC$211M AUM | 0.16% | $339,616 | 1.6K | Q1 2026OLDER |
| Curbstone Financial Management Corp$523M AUM | 0.16% | $840,662 | 4.0K | Q4 2025OLDER |
| Broadview Financial Management, LLC$146M AUM | 0.16% | $235,313 | 1.1K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.16% | $1M | 6.1K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.16% | $6M | 24.6K | Q2 2026 |
| Creative Planning$147.4B AUM | 0.16% | $234M | 1.14M | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 0.16% | $705,892 | 3.4K | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 0.15% | $325,767 | 1.6K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.15% | $567,185 | 2.8K | Q1 2026OLDER |
| Brown Financial Advisory$202M AUM | 0.15% | $306,108 | 1.5K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.15% | $2M | 8.2K | Q1 2026OLDER |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 0.15% | $246,548 | 1.2K | Q1 2026OLDER |
| Perennial Advisors, LLC$587M AUM | 0.15% | $883,706 | 4.3K | Q1 2026OLDER |
| Adirondack Capital Advisors, LLC$156M AUM | 0.15% | $233,259 | 1.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.15% | $6M | 28.0K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.15% | $5M | 25.5K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.15% | $588,988 | 2.7K | Q1 2026OLDER |
| Intelligent Financial Strategies$192M AUM | 0.15% | $283,011 | 1.4K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.15% | $286,474 | 1.4K | Q1 2026OLDER |
| Bucket List Wealth Management, LLC$166M AUM | 0.15% | $242,474 | 1.2K | Q1 2026OLDER |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 0.15% | $839,246 | 4.1K | Q1 2026OLDER |
| Fortress Wealth Management, Inc.$225M AUM | 0.15% | $326,152 | 1.6K | Q3 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.14% | $2M | 8.4K | Q2 2026 |
| Newton One Investments LLC$368M AUM | 0.14% | $529,727 | 2.6K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.14% | $3M | 12.5K | Q1 2026OLDER |
| BEACON ADVISORS HOLDINGS, LLC$187M AUM | 0.14% | $266,614 | 1.3K | Q1 2026OLDER |
| Prepared Retirement Institute LLC$202M AUM | 0.14% | $286,679 | 1.4K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.14% | $2M | 11.9K | Q1 2026OLDER |
| Everest Management Corp.$197M AUM | 0.14% | $222,738 | 1.1K | Q3 2025OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.14% | $501,804 | 2.2K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.14% | $409,130 | 2.0K | Q1 2026OLDER |
| Eaton Financial Holdings Company, LLC$305M AUM | 0.14% | $427,232 | 2.1K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.14% | $679,922 | 3.3K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 0.14% | $877,005 | 4.3K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.14% | $138,709 | 674 | Q1 2026OLDER |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 0.14% | $845,838 | 4.1K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.14% | $9M | 42.4K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.14% | $10M | 46.3K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.14% | $774,353 | 3.7K | Q4 2025OLDER |
| Bryant Woods Investment Advisors, LLC$272M AUM | 0.14% | $369,411 | 1.8K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.13% | $4M | 19.0K | Q1 2026OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 0.13% | $1M | 6.6K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.13% | $1M | 6.2K | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 0.13% | $877,771 | 4.3K | Q1 2026OLDER |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 0.13% | $205,321 | 998 | Q1 2026OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 0.13% | $468,594 | 2.3K | Q1 2026OLDER |
| TRUEFG, LLC$377M AUM | 0.13% | $497,007 | 2.4K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.13% | $2M | 9.0K | Q1 2026OLDER |
| Daviman Financial, LLC$169M AUM | 0.13% | $221,235 | 1.1K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.13% | $5M | 23.7K | Q1 2026OLDER |
| Ruggaard & Associates LLC$252M AUM | 0.13% | $327,165 | 1.6K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.13% | $416,646 | 1.7K | Q2 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.13% | $2M | 8.7K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.13% | $827,110 | 4.0K | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 0.13% | $3M | 15.4K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.13% | $1M | 6.0K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.13% | $208,887 | 1.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.13% | $5M | 26.3K | Q1 2026OLDER |
| Comprehensive Financial Management LLC$3.0B AUM | 0.12% | $4M | 18.3K | Q1 2026OLDER |
| Ballast, Inc.$432M AUM | 0.12% | $540,225 | 2.6K | Q1 2026OLDER |
| Juno Financial Group LLC$255M AUM | 0.12% | $315,235 | 1.5K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.12% | $805,778 | 3.8K | Q3 2025OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.12% | $890,247 | 4.3K | Q1 2026OLDER |
| RIVERBRIDGE PARTNERS LLC$4.1B AUM | 0.12% | $5M | 23.6K | Q1 2026OLDER |
| New Perspectives, Inc$289M AUM | 0.12% | $343,274 | 1.7K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.12% | $68M | 329.6K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.12% | $2M | 9.2K | Q1 2026OLDER |
| Kingsman Wealth Management, Inc.$178M AUM | 0.12% | $210,190 | 1.0K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.12% | $571,918 | 2.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.12% | $6M | 27.5K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.12% | $3M | 13.9K | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.12% | $304,171 | 1.5K | Q4 2025OLDER |
| Schiavi & Co LLC$337M AUM | 0.12% | $389,743 | 1.9K | Q1 2026OLDER |
| Hills Bank & Trust Co$2.1B AUM | 0.12% | $2M | 11.6K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.12% | $728,922 | 3.5K | Q3 2025OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.12% | $247,813 | 1.0K | Q2 2026 |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.11% | $198,185 | 963 | Q1 2026OLDER |
| AF Advisors, Inc.$181M AUM | 0.11% | $205,800 | 1.0K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.11% | $2M | 10.0K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.11% | $3M | 12.9K | Q3 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.11% | $8M | 39.4K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 0.11% | $281,946 | 1.4K | Q1 2026OLDER |
| First National Bank of Mount Dora, Trust Investment Services$499M AUM | 0.11% | $548,555 | 2.2K | Q2 2026 |
| NCM Capital Management, LLC$279M AUM | 0.11% | $306,025 | 1.5K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.11% | $513,386 | 2.5K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.11% | $3M | 15.2K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.11% | $781,717 | 3.2K | Q2 2026 |
| Wela Strategies, Inc.$264M AUM | 0.11% | $285,240 | 1.4K | Q3 2025OLDER |
| PALO ALTO WEALTH ADVISORS, LLC$343M AUM | 0.11% | $369,880 | 1.8K | Q3 2025OLDER |
| Lokken Investment Group LLC$291M AUM | 0.11% | $312,963 | 1.5K | Q3 2025OLDER |
| CVFG LLC$804M AUM | 0.11% | $859,009 | 4.2K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.11% | $2M | 9.6K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.11% | $2M | 7.5K | Q1 2026OLDER |
| Taylor Securities Services, Inc.$214M AUM | 0.10% | $223,910 | 1.1K | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 0.10% | $221,589 | 900 | Q2 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.10% | $617,400 | 3.0K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.10% | $1M | 6.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.10% | $70M | 340.6K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.10% | $2M | 7.7K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 0.10% | $505,362 | 2.1K | Q2 2026 |
| PFG Advisors$2.1B AUM | 0.10% | $2M | 9.9K | Q1 2026OLDER |
| Ironwood Wealth Management, LLC.$349M AUM | 0.10% | $341,186 | 1.7K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.10% | $119,523 | 581 | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 0.10% | $274,568 | 1.3K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.10% | $17M | 84.9K | Q1 2026OLDER |
| Fairman Group, LLC$117M AUM | 0.10% | $112,289 | 546 | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.10% | $211,168 | 1.0K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.09% | $576,652 | 2.8K | Q1 2026OLDER |
| Tanager Wealth Management LLP$1.0B AUM | 0.09% | $974,669 | 4.7K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.09% | $2M | 9.8K | Q1 2026OLDER |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 0.09% | $518,960 | 2.5K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.09% | $8M | 37.3K | Q1 2026OLDER |
| KFA Private Wealth Group, LLC$417M AUM | 0.09% | $381,383 | 1.9K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.09% | $866,576 | 4.2K | Q1 2026OLDER |
| RPG Investment Advisory, LLC$829M AUM | 0.09% | $754,669 | 3.7K | Q1 2026OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 0.09% | $1M | 6.1K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.09% | $2M | 11.6K | Q2 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.09% | $776,689 | 3.8K | Q1 2026OLDER |
| UNION SAVINGS BANK$228M AUM | 0.09% | $203,534 | 989 | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.09% | $915,193 | 4.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.09% | $19M | 91.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.09% | $50M | 241.2K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.09% | $3M | 12.5K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.09% | $361,797 | 1.8K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.09% | $111,788 | 534 | Q3 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.09% | $263,836 | 1.3K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.09% | $4M | 19.2K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.09% | $28M | 135.8K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.08% | $321,224 | 1.6K | Q1 2026OLDER |
| Bawa N Mallick Trust$244M AUM | 0.08% | $205,800 | 1.0K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.08% | $372,974 | 1.5K | Q2 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.08% | $2M | 10.9K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.08% | $2M | 11.6K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.08% | $3M | 12.5K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.08% | $6M | 29.0K | Q1 2026OLDER |
| Auour Investments LLC$318M AUM | 0.08% | $258,485 | 1.3K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.08% | $93,433 | 454 | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.08% | $13M | 64.0K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.08% | $266,511 | 1.3K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.08% | $363,406 | 1.5K | Q2 2026 |
| ENTRUST FINANCIAL LLC$143M AUM | 0.08% | $113,415 | 551 | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.08% | $458,689 | 1.9K | Q2 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.08% | $1M | 6.2K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.08% | $447,883 | 2.2K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 0.08% | $205,800 | 1.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.08% | $15M | 73.1K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.08% | $7M | 32.1K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.08% | $218,656 | 1.1K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.08% | $232,206 | 1.1K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.07% | $865,801 | 4.2K | Q1 2026OLDER |
| Meridian Wealth Partners, LLC$729M AUM | 0.07% | $536,727 | 2.6K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.07% | $14M | 67.7K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.07% | $372,404 | 1.5K | Q2 2026 |
| FFT WEALTH MANAGEMENT LLC$552M AUM | 0.07% | $403,430 | 2.0K | Q1 2026OLDER |
| Manhattan West Asset Management, LLC$511M AUM | 0.07% | $373,115 | 1.8K | Q1 2026OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.07% | $400,898 | 1.9K | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.07% | $581,671 | 2.8K | Q4 2025OLDER |
| Sequent Planning LLC$414M AUM | 0.07% | $296,427 | 1.4K | Q1 2026OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 0.07% | $951,805 | 4.6K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.07% | $4M | 21.1K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.07% | $2M | 11.4K | Q1 2026OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.07% | $2M | 8.8K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.07% | $985,348 | 4.8K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.07% | $775,454 | 3.8K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.07% | $567,742 | 2.7K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.07% | $143,647 | 698 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.07% | $5M | 23.5K | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.07% | $1M | 5.3K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 0.07% | $234,200 | 1.1K | Q1 2026OLDER |
| F/m Investments LLC$1.5B AUM | 0.07% | $1M | 4.9K | Q1 2026OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 0.07% | $410,983 | 2.0K | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.07% | $75,117 | 365 | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.07% | $550,841 | 2.2K | Q2 2026 |
| BAKER BOYER NATIONAL BANK$333M AUM | 0.07% | $218,560 | 1.1K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.07% | $2M | 8.6K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.06% | $887,919 | 4.3K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.06% | $48M | 233.9K | Q1 2026OLDER |
| WASHINGTON TRUST BANK$1.4B AUM | 0.06% | $871,151 | 4.2K | Q1 2026OLDER |
| HORAN Wealth, LLC$1.1B AUM | 0.06% | $675,906 | 3.2K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.06% | $5M | 22.4K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.06% | $133M | 663.7K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 0.06% | $327,092 | 1.6K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.06% | $259,919 | 1.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.06% | $22M | 108.2K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.06% | $375,963 | 1.5K | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.06% | $44M | 213.1K | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 0.06% | $942,030 | 4.5K | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.