BNDVANGUARD BD INDEX FDS
CUSIP 921937835 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Bd Index Fds (BND) has 1,759 institutional holders in Filings Flow’s 13F database, together reporting 1163.87M shares worth $85.7B as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Northwestern Mutual Wealth Management Co, and Morgan Stanley.
Institutional Holders
1,757
Q1 2026
Reported Value
$85.7B
Ticker
BND
Quarters Tracked
23
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BURRUS FINANCIAL SERVICES, INC.$218M AUM | 36.38% | $79M | 1.08M | Q1 2026 |
| Sherwood Financial Partners, LLC$113M AUM | 32.68% | $37M | 501.9K | Q1 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC$127M AUM | 27.13% | $34M | 468.2K | Q1 2026 |
| Arizona PSPRS Trust$2.7B AUM | 26.74% | $727M | 9.87M | Q1 2026 |
| GuidedMoney, LLC$190M AUM | 26.55% | $51M | 686.8K | Q1 2026 |
| Gridiron Partners, LLC$164M AUM | 26.44% | $43M | 589.7K | Q1 2026 |
| MCMORGAN & CO LLC$618M AUM | 23.77% | $147M | 2.00M | Q1 2026 |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 23.10% | $632M | 8.58M | Q1 2026 |
| SimpliFi, Inc.$238M AUM | 21.38% | $51M | 691.5K | Q1 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC$259M AUM | 20.64% | $53M | 726.0K | Q1 2026 |
| Gibson Wealth Advisors LLC$149M AUM | 20.53% | $31M | 416.0K | Q1 2026 |
| Mallini Complete Financial Planning LLC$140M AUM | 20.13% | $25M | 345.2K | Q1 2026 |
| Joule Financial, LLC$343M AUM | 19.68% | $68M | 917.6K | Q1 2026 |
| AllGen Financial Advisors, Inc.$422M AUM | 19.08% | $80M | 1.09M | Q4 2025OLDER |
| Golden Bell Financial Planning LLC$125M AUM | 18.33% | $23M | 312.3K | Q1 2026 |
| Chandler Asset Management, Inc.$659M AUM | 17.78% | $117M | 1.59M | Q1 2026 |
| Cerity Partners Retirement Plan Advisors LLC$196M AUM | 17.62% | $34M | 469.3K | Q1 2026 |
| Level Wealth Management LLC$213M AUM | 16.90% | $36M | 490.0K | Q1 2026 |
| Essential Planning, LLC.$315M AUM | 16.77% | $53M | 716.2K | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 16.21% | $4.1B | 56.13M | Q1 2026 |
| Newton One Investments LLC$368M AUM | 15.72% | $58M | 786.8K | Q1 2026 |
| Voya Financial Advisors, Inc.$1.0B AUM | 15.72% | $158M | 2.16M | Q1 2026 |
| Ameraudi Asset Management, Inc.$184M AUM | 15.04% | $28M | 375.7K | Q1 2026 |
| Sound Stewardship, LLC$218M AUM | 14.89% | $33M | 441.4K | Q1 2026 |
| Five Pine Wealth Management$161M AUM | 14.81% | $24M | 323.5K | Q1 2026 |
| KRM WEALTH MANAGEMENT L.L.C.$192M AUM | 14.80% | $28M | 385.7K | Q1 2026 |
| Amicus Financial Advisors, LLC$363M AUM | 13.95% | $51M | 687.7K | Q1 2026 |
| Tenon Financial LLC$255M AUM | 13.91% | $35M | 480.9K | Q1 2026 |
| Pacific Capital Wealth Advisors, Inc.$663M AUM | 13.64% | $81M | 1.10M | Q1 2026 |
| Financial Advisors Network, Inc.$724M AUM | 13.16% | $95M | 1.29M | Q1 2026 |
| ATMOS ADVISORY, LLC$191M AUM | 12.84% | $23M | 307.0K | Q1 2026 |
| Partners in Financial Planning$603M AUM | 12.78% | $77M | 1.05M | Q1 2026 |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 12.27% | $85M | 1.15M | Q1 2026 |
| Global Endowment Management, LP$896M AUM | 12.25% | $110M | 1.49M | Q1 2026 |
| Aletheian Wealth Advisors LLC$234M AUM | 12.20% | $25M | 339.9K | Q1 2026 |
| Tide Cove Capital Partners LLC$147M AUM | 11.96% | $18M | 238.2K | Q1 2026 |
| Verus Financial Partners, Inc.$1.1B AUM | 11.80% | $132M | 1.78M | Q1 2026 |
| Vannoy Advisory Group, Inc.$158M AUM | 11.68% | $18M | 250.6K | Q1 2026 |
| Sightline Wealth Advisors, LLC$236M AUM | 11.57% | $27M | 371.2K | Q1 2026 |
| Benchmark Wealth Management, LLC$225M AUM | 11.41% | $26M | 348.7K | Q2 2025OLDER |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 11.31% | $161M | 2.19M | Q1 2026 |
| NewCorp Financial Services, Inc.$115M AUM | 10.76% | $12M | 168.6K | Q1 2026 |
| Alaska Wealth Advisors, LLC$833M AUM | 10.53% | $88M | 1.19M | Q1 2026 |
| Cambridge Advisors Inc.$515M AUM | 10.44% | $54M | 730.6K | Q1 2026 |
| Harpswell Capital Advisors, LLC$134M AUM | 10.18% | $14M | 185.6K | Q1 2026 |
| Financial Architects, LLC$190M AUM | 10.18% | $19M | 262.0K | Q1 2026 |
| Wealth Analytics Partners, LLC$246M AUM | 10.03% | $25M | 335.0K | Q1 2026 |
| Eaton-Cambridge Inc.$320M AUM | 10.02% | $32M | 434.9K | Q1 2026 |
| TSG Advice Partners, LLC$667M AUM | 9.99% | $67M | 905.6K | Q1 2026 |
| Troutman Wealth Management, LLC$120M AUM | 9.99% | $12M | 162.7K | Q1 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC$107M AUM | 9.89% | $11M | 142.3K | Q1 2026 |
| Twele Capital Management, Inc.$561M AUM | 9.83% | $55M | 748.5K | Q1 2026 |
| Stairway Partners, LLC$2.1B AUM | 9.82% | $189M | 2.57M | Q1 2026 |
| Stephens Consulting, LLC$309M AUM | 9.74% | $30M | 407.1K | Q4 2025OLDER |
| Astoria Strategic Wealth, Inc.$394M AUM | 9.66% | $38M | 516.4K | Q1 2026 |
| Dynamic Wealth Strategies, LLC$173M AUM | 9.61% | $17M | 225.6K | Q1 2026 |
| Boston Standard Wealth Management, LLC$689M AUM | 9.59% | $59M | 797.8K | Q1 2026 |
| BHK Investment Advisors, LLC$299M AUM | 9.57% | $29M | 388.9K | Q1 2026 |
| Carr Financial Group Corp$379M AUM | 9.20% | $35M | 473.6K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 9.12% | $635M | 8.63M | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 9.08% | $23M | 314.1K | Q1 2026 |
| Facet Wealth, Inc.$5.8B AUM | 9.08% | $524M | 7.11M | Q1 2026 |
| Prospera Capital Management, LLC$199M AUM | 9.02% | $18M | 244.7K | Q1 2026 |
| West Financial Advisors, LLC$659M AUM | 8.99% | $53M | 719.3K | Q1 2026 |
| Gould Capital, LLC$165M AUM | 8.99% | $15M | 201.7K | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 8.94% | $34M | 459.3K | Q1 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 8.89% | $139M | 1.89M | Q1 2026 |
| Platt Investment Counsel, LLC$149M AUM | 8.81% | $11M | 155.3K | Q1 2026 |
| Oakworth Capital, Inc.$1.9B AUM | 8.60% | $163M | 2.21M | Q1 2026 |
| Valtrion Capital Management, LLC$106M AUM | 8.49% | $9M | 122.3K | Q1 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 8.39% | $58M | 783.7K | Q1 2026 |
| Stembrook Asset Management, LLC$102M AUM | 8.29% | $8M | 115.0K | Q1 2026 |
| Brio Consultants, LLC$818M AUM | 8.29% | $68M | 925.5K | Q1 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 8.28% | $10M | 139.8K | Q1 2026 |
| Altura Wealth Advisors Inc.$229M AUM | 8.21% | $19M | 255.4K | Q1 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC.$616M AUM | 8.13% | $50M | 679.3K | Q1 2026 |
| ALM First Financial Advisors, LLC$557M AUM | 8.07% | $45M | 611.0K | Q1 2026 |
| Efficient Advisors, LLC$1.4B AUM | 8.07% | $114M | 1.54M | Q1 2026 |
| RIA Advisory Group LLC$421M AUM | 8.07% | $34M | 453.2K | Q4 2025OLDER |
| Newport Capital Group, LLC$164M AUM | 8.03% | $13M | 179.0K | Q1 2026 |
| BIP Alliance, LLC$260M AUM | 7.97% | $21M | 281.9K | Q2 2025OLDER |
| Stordahl Capital Management, Inc.$486M AUM | 7.92% | $38M | 522.4K | Q1 2026 |
| Attessa Capital LLC$223M AUM | 7.92% | $15M | 197.7K | Q1 2026 |
| McNaughton Wealth Management, LLC$282M AUM | 7.90% | $19M | 259.3K | Q1 2026 |
| Zeit Capital LLC$149M AUM | 7.86% | $12M | 159.5K | Q1 2026 |
| Global Wealth Strategies & Associates$528M AUM | 7.86% | $32M | 434.3K | Q1 2026 |
| Greenbush Financial Group, LLC$302M AUM | 7.79% | $24M | 319.6K | Q1 2026 |
| Cyr Financial Inc.$170M AUM | 7.75% | $13M | 178.9K | Q1 2026 |
| Gilbert & Cook, Inc.$774M AUM | 7.68% | $59M | 807.2K | Q1 2026 |
| Lexington Hill Partners, LLC$206M AUM | 7.64% | $13M | 183.3K | Q1 2026 |
| Broadview Financial Management, LLC$146M AUM | 7.64% | $11M | 151.9K | Q1 2026 |
| FOCUS Wealth Advisors, LLC$216M AUM | 7.58% | $16M | 210.5K | Q1 2026 |
| AMES NATIONAL CORP$167M AUM | 7.48% | $12M | 169.2K | Q1 2026 |
| Prospect Financial Group LLC$108M AUM | 7.42% | $8M | 109.2K | Q1 2026 |
| Reality Financial Planning Services, LLC$104M AUM | 7.42% | $8M | 104.4K | Q1 2026 |
| Prudent Man Advisors, LLC$334M AUM | 7.33% | $24M | 332.2K | Q1 2026 |
| RATIONAL ADVISORS, INC.$980M AUM | 7.28% | $71M | 968.6K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 7.22% | $1.8B | 24.19M | Q1 2026 |
| New Covenant Trust Company, N.A.$112M AUM | 7.12% | $8M | 108.4K | Q1 2026 |
| Lutz Financial Services LLC$1.5B AUM | 7.08% | $105M | 1.43M | Q1 2026 |
| Capstone Financial Advisors, Inc.$1.9B AUM | 7.03% | $130M | 1.77M | Q1 2026 |
| CMG Global Holdings, LLC$210M AUM | 6.94% | $15M | 197.9K | Q1 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH$411M AUM | 6.85% | $28M | 382.7K | Q1 2026 |
| Leo H. Evart, Inc.$117M AUM | 6.83% | $8M | 108.5K | Q1 2026 |
| ROGCO, LP$300M AUM | 6.78% | $20M | 275.6K | Q1 2026 |
| Addison Capital Co$562M AUM | 6.77% | $38M | 517.2K | Q1 2026 |
| Summit Wealth Group, LLC$436M AUM | 6.74% | $29M | 399.0K | Q1 2026 |
| Opus Financial Solutions LLC$106M AUM | 6.74% | $7M | 97.1K | Q1 2026 |
| Luminvest Wealth Management LLC$382M AUM | 6.70% | $26M | 347.7K | Q1 2026 |
| Trust Co$1.1B AUM | 6.66% | $71M | 965.2K | Q1 2026 |
| VERUS WEALTH MANAGEMENT, LLC$108M AUM | 6.64% | $7M | 97.1K | Q1 2026 |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 6.61% | $41M | 554.6K | Q1 2026 |
| Apriem Advisors$1.0B AUM | 6.57% | $69M | 935.3K | Q1 2026 |
| LCW Services, LLC$201M AUM | 6.54% | $13M | 178.7K | Q1 2026 |
| Veery Capital, LLC$372M AUM | 6.50% | $21M | 287.9K | Q1 2026 |
| Phillip James Consulting Co.$132M AUM | 6.38% | $8M | 113.6K | Q1 2026 |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 6.34% | $38M | 513.0K | Q3 2025OLDER |
| Oceanside Advisors LLC$175M AUM | 6.27% | $11M | 149.4K | Q1 2026 |
| Peak Wealth Management LLC$122M AUM | 6.17% | $8M | 102.1K | Q1 2026 |
| MA Private Wealth$591M AUM | 6.15% | $36M | 493.8K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 6.11% | $9.9B | 134.82M | Q1 2026 |
| Creative Planning$147.4B AUM | 6.06% | $8.9B | 121.39M | Q1 2026 |
| Tribridge Partners Financial LLC$242M AUM | 6.04% | $15M | 198.5K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 6.00% | $1.2B | 16.87M | Q1 2026 |
| CFG Wealth Management Services, Inc.$110M AUM | 5.95% | $7M | 84.7K | Q1 2026 |
| Prestige Wealth Management Group LLC$509M AUM | 5.94% | $30M | 410.9K | Q1 2026 |
| Wrenne Financial Planning LLC$255M AUM | 5.91% | $15M | 204.6K | Q1 2026 |
| Acorn Wealth Advisors, LLC$343M AUM | 5.89% | $20M | 274.4K | Q1 2026 |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 5.79% | $28M | 375.2K | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 5.78% | $111M | 1.50M | Q2 2025OLDER |
| Family Firm, Inc.$415M AUM | 5.70% | $24M | 321.3K | Q2 2025OLDER |
| K2 Financial Inc.$138M AUM | 5.68% | $8M | 105.8K | Q1 2026 |
| LifeGoal Investments, LLC$218M AUM | 5.66% | $10M | 134.7K | Q1 2026 |
| Yeomans Consulting Group, Inc.$341M AUM | 5.64% | $19M | 259.8K | Q4 2025OLDER |
| McCarthy Asset Management, Inc.$192M AUM | 5.63% | $11M | 145.7K | Q4 2025OLDER |
| TrueWealth Financial Partners$251M AUM | 5.61% | $14M | 191.3K | Q1 2026 |
| GenTrust, LLC$2.3B AUM | 5.51% | $129M | 1.75M | Q1 2026 |
| Trellis Wealth Advisors LLC$263M AUM | 5.49% | $14M | 195.9K | Q1 2026 |
| Rockbridge Investment Management, LCC$1.1B AUM | 5.48% | $61M | 828.1K | Q1 2026 |
| Foster Group, Inc.$3.8B AUM | 5.34% | $179M | 2.43M | Q1 2026 |
| Wela Strategies, Inc.$264M AUM | 5.33% | $14M | 189.1K | Q3 2025OLDER |
| Courage Miller Partners, LLC$354M AUM | 5.26% | $19M | 252.9K | Q1 2026 |
| Certus Wealth Management, LLC$167M AUM | 5.24% | $9M | 117.6K | Q3 2025OLDER |
| MEMBERS WEALTH LLC$182M AUM | 5.23% | $9M | 118.4K | Q1 2026 |
| Ryan Investment Management, Inc.$221M AUM | 5.20% | $9M | 125.5K | Q1 2026 |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 5.16% | $202M | 2.75M | Q1 2026 |
| BancFirst Trust & Investment Management$226M AUM | 5.15% | $12M | 158.6K | Q1 2026 |
| ATLas Financial Planning LLC$112M AUM | 5.15% | $6M | 78.0K | Q1 2026 |
| Whelan Financial$322M AUM | 5.06% | $16M | 221.1K | Q1 2026 |
| Regent Peak Wealth Advisors LLC$490M AUM | 5.05% | $25M | 336.3K | Q1 2026 |
| Genesis Wealth Advisors, LLC$150M AUM | 4.96% | $7M | 100.9K | Q1 2026 |
| Values Added Financial LLC$238M AUM | 4.85% | $12M | 156.5K | Q1 2026 |
| Fonville Wealth Management LLC$525M AUM | 4.85% | $25M | 345.7K | Q1 2026 |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 4.84% | $8M | 107.2K | Q1 2026 |
| Apex Wealth Management, LLC$146M AUM | 4.82% | $7M | 95.4K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 4.81% | $99M | 1.35M | Q1 2026 |
| Intelligent Financial Strategies$192M AUM | 4.73% | $9M | 123.4K | Q1 2026 |
| Main Line Retirement Advisors, LLC$200M AUM | 4.72% | $9M | 128.4K | Q1 2026 |
| Darrow Company, Inc.$222M AUM | 4.68% | $10M | 141.2K | Q1 2026 |
| Global Wealth Management, LLC$183M AUM | 4.64% | $9M | 116.3K | Q4 2025OLDER |
| Trajan Wealth LLC$2.5B AUM | 4.63% | $115M | 1.56M | Q1 2026 |
| BTC Capital Management, Inc.$1.5B AUM | 4.61% | $68M | 925.8K | Q1 2026 |
| Graetz Wealth LLC$112M AUM | 4.51% | $5M | 68.5K | Q1 2026 |
| Womack Financial LLC$136M AUM | 4.50% | $6M | 83.1K | Q1 2026 |
| DORVAL Corp$322M AUM | 4.49% | $14M | 196.4K | Q1 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 4.47% | $40M | 541.1K | Q1 2026 |
| Swisher Financial Concepts, Inc.$179M AUM | 4.45% | $8M | 108.0K | Q1 2026 |
| Storen Legacy Partners, LLC$367M AUM | 4.42% | $14M | 191.5K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 4.39% | $114M | 1.55M | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 4.37% | $21M | 280.7K | Q1 2026 |
| Prepared Retirement Institute LLC$202M AUM | 4.31% | $9M | 117.9K | Q1 2026 |
| Note Advisors, LLC$200M AUM | 4.30% | $9M | 116.8K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 4.29% | $312M | 4.24M | Q1 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 4.28% | $29M | 400.1K | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 4.23% | $50M | 673.0K | Q1 2026 |
| Horizons Wealth Management$152M AUM | 4.23% | $6M | 87.5K | Q1 2026 |
| Werba Rubin Papier Wealth Management$718M AUM | 4.17% | $30M | 406.4K | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 4.16% | $62M | 843.1K | Q1 2026 |
| Hobart Private Capital, LLC$583M AUM | 4.10% | $21M | 283.2K | Q1 2026 |
| Stonekeep Investments, LLC$154M AUM | 4.06% | $6M | 85.1K | Q1 2026 |
| Aspire Capital Advisors LLC$444M AUM | 4.06% | $18M | 244.9K | Q1 2026 |
| Madrona Financial Services, LLC$457M AUM | 4.06% | $19M | 251.6K | Q1 2026 |
| Armor Investment Advisors, LLC$278M AUM | 4.05% | $11M | 152.7K | Q1 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 4.02% | $32M | 435.5K | Q1 2026 |
| WFA of San Diego, LLC$125M AUM | 3.99% | $5M | 67.5K | Q1 2026 |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 3.95% | $196M | 2.66M | Q1 2026 |
| White Lighthouse Investment Management Inc.$721M AUM | 3.92% | $28M | 383.4K | Q1 2026 |
| Farrell Financial LLC$167M AUM | 3.91% | $7M | 88.8K | Q1 2026 |
| Rinkey Investments$391M AUM | 3.90% | $15M | 206.8K | Q1 2026 |
| William Howard & Co Financial Advisors Inc$129M AUM | 3.87% | $4M | 60.9K | Q1 2026 |
| Breakwater Investment Management$269M AUM | 3.84% | $10M | 140.2K | Q1 2026 |
| FPC INVESTMENT ADVISORY, INC.$201M AUM | 3.83% | $8M | 104.1K | Q1 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 3.81% | $35M | 477.8K | Q1 2026 |
| Shade Tree Advisors LLC$140M AUM | 3.81% | $5M | 72.2K | Q1 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 3.80% | $60M | 817.8K | Q1 2026 |
| CHRISTINE MESSMER PC$156M AUM | 3.78% | $6M | 80.2K | Q1 2026 |
| Meritas Wealth Management, LLC$221M AUM | 3.75% | $8M | 112.7K | Q1 2026 |
| Manuka Financial, LLC$162M AUM | 3.73% | $6M | 82.0K | Q1 2026 |
| IF Advisors, LLC$141M AUM | 3.72% | $5M | 71.5K | Q1 2026 |
| WealthCollab, LLC$243M AUM | 3.71% | $9M | 122.3K | Q1 2026 |
| TIFF ADVISORY SERVICES, LLC$444M AUM | 3.70% | $16M | 223.2K | Q1 2026 |
| Powers Advisory Group, LLC$284M AUM | 3.65% | $10M | 140.6K | Q1 2026 |
| Sherman Asset Management, Inc.$109M AUM | 3.59% | $4M | 52.9K | Q1 2026 |
| ENTRUST FINANCIAL LLC$143M AUM | 3.56% | $5M | 69.1K | Q1 2026 |
| Symmetry Partners, LLC$1.8B AUM | 3.50% | $61M | 832.3K | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 3.50% | $39M | 527.9K | Q1 2026 |
| Oak Wealth Advisors LLC$182M AUM | 3.48% | $6M | 86.1K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 3.48% | $102M | 1.39M | Q1 2026 |
| Waterford Advisors, LLC$315M AUM | 3.48% | $11M | 160.0K | Q1 2026 |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 3.47% | $9M | 124.8K | Q1 2026 |
| Valpey Financial Services, LLC$154M AUM | 3.38% | $5M | 70.5K | Q1 2026 |
| FIDELIS iM, LLC$264M AUM | 3.37% | $9M | 120.8K | Q1 2026 |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 3.36% | $42M | 573.7K | Q1 2026 |
| Ocean Park Asset Management, LLC$1.7B AUM | 3.36% | $58M | 789.6K | Q1 2026 |
| Good Steward Wealth Advisors,LLC$156M AUM | 3.35% | $5M | 70.8K | Q1 2026 |
| BERNZOTT CAPITAL ADVISORS$209M AUM | 3.32% | $7M | 94.1K | Q1 2026 |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 3.30% | $6M | 81.1K | Q1 2026 |
| Ellevest, Inc.$719M AUM | 3.26% | $23M | 318.1K | Q1 2026 |
| Great Waters Wealth Management$1.1B AUM | 3.19% | $30M | 409.9K | Q1 2026 |
| Aurelius Family Office LLC$230M AUM | 3.16% | $7M | 98.8K | Q1 2026 |
| Donalies Financial Planning, LLC$117M AUM | 3.14% | $4M | 50.0K | Q1 2026 |
| BlueStem Wealth Partners, LLC$900M AUM | 3.09% | $28M | 377.9K | Q1 2026 |
| BankPlus Wealth Management LLC$194M AUM | 3.09% | $6M | 81.1K | Q1 2026 |
| Inman Jager Wealth Management, LLC$171M AUM | 3.07% | $5M | 71.5K | Q1 2026 |
| Bristlecone Value Partners, LLC$114M AUM | 3.06% | $3M | 47.3K | Q1 2026 |
| Sage Investment Advisers LLC$149M AUM | 3.03% | $4M | 55.8K | Q1 2026 |
| Elios Financial Group Inc.$220M AUM | 3.03% | $7M | 90.8K | Q2 2025OLDER |
| IFS Advisors, LLC$194M AUM | 2.97% | $6M | 78.3K | Q1 2026 |
| Sebold Capital Management, Inc.$162M AUM | 2.94% | $5M | 64.7K | Q2 2025OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 2.86% | $16M | 222.7K | Q1 2026 |
| SNS Financial Group, LLC$1.2B AUM | 2.86% | $33M | 451.1K | Q1 2026 |
| LOWERY THOMAS, LLC$175M AUM | 2.80% | $5M | 66.4K | Q1 2026 |
| Northern Financial Advisors Inc$137M AUM | 2.78% | $5M | 71.1K | Q3 2025OLDER |
| Charles Schwab Trust Co$1.8B AUM | 2.77% | $43M | 580.9K | Q1 2026 |
| NewSquare Capital LLC$1.2B AUM | 2.75% | $32M | 431.1K | Q1 2026 |
| Cornerstone Investment Partners, LLC$2.4B AUM | 2.73% | $65M | 883.2K | Q1 2026 |
| Wingate Wealth Advisors, Inc.$187M AUM | 2.73% | $5M | 69.4K | Q1 2026 |
| RiverFront Investment Group, LLC$6.5B AUM | 2.73% | $176M | 2.40M | Q1 2026 |
| Sovereign Investment Advisors, LLC$472M AUM | 2.72% | $13M | 174.4K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 2.71% | $156M | 2.12M | Q1 2026 |
| Constellation Investments, Inc.$3.2B AUM | 2.69% | $81M | 1.10M | Q1 2026 |
| Generation Capital Management LLC$137M AUM | 2.69% | $4M | 50.0K | Q1 2026 |
| 10Elms LLP$159M AUM | 2.68% | $4M | 57.7K | Q1 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 2.67% | $36M | 484.9K | Q1 2026 |
| Barden Capital Management, Inc.$117M AUM | 2.65% | $3M | 42.1K | Q1 2026 |
| KWMG, LLC$1.4B AUM | 2.65% | $32M | 430.2K | Q1 2026 |
| Yukon Wealth Management, Inc.$168M AUM | 2.62% | $4M | 59.6K | Q1 2026 |
| PINKERTON WEALTH, LLC$1.1B AUM | 2.62% | $29M | 388.7K | Q1 2026 |
| L.K. Benson & Company, P.C.$302M AUM | 2.59% | $8M | 106.5K | Q1 2026 |
| TLT Family Holdco ULC$724M AUM | 2.59% | $19M | 254.3K | Q1 2026 |
| Acropolis Investment Management, LLC$2.3B AUM | 2.57% | $58M | 790.1K | Q1 2026 |
| Orgel Wealth Management, LLC$4.6B AUM | 2.56% | $116M | 1.57M | Q4 2025OLDER |
| FLOYD FINANCIAL GROUP LLC$150M AUM | 2.54% | $4M | 51.6K | Q1 2026 |
| Winter & Associates, Inc.$133M AUM | 2.54% | $3M | 39.5K | Q1 2026 |
| Seros Financial, LLC$157M AUM | 2.53% | $4M | 54.1K | Q1 2026 |
| Commonwealth Retirement Investments LLC$323M AUM | 2.53% | $8M | 111.0K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 2.53% | $117M | 1.58M | Q1 2026 |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 2.52% | $33M | 445.4K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 2.51% | $7M | 98.8K | Q1 2026 |
| MOTIVE WEALTH ADVISORS$213M AUM | 2.51% | $5M | 72.5K | Q1 2026 |
| Clarus Wealth Advisors$235M AUM | 2.49% | $6M | 79.3K | Q1 2026 |
| Lantern Wealth Advisors, LLC$195M AUM | 2.48% | $5M | 65.6K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 2.40% | $54M | 739.8K | Q1 2026 |
| Hiley Hunt Wealth Management$253M AUM | 2.40% | $5M | 73.8K | Q1 2026 |
| Jordan Park Group LLC$1.9B AUM | 2.40% | $45M | 610.9K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 2.39% | $28M | 381.0K | Q1 2026 |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 2.39% | $5M | 62.7K | Q1 2026 |
| Elm Partners Management LLC$2.3B AUM | 2.37% | $55M | 745.6K | Q1 2026 |
| Wiser Wealth Management, Inc$464M AUM | 2.36% | $11M | 148.4K | Q1 2026 |
| Marmo Financial Group, LLC$202M AUM | 2.34% | $5M | 63.7K | Q2 2025OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 2.33% | $5M | 69.7K | Q3 2025OLDER |
| AEGON USA Investment Management, LLC$128M AUM | 2.32% | $3M | 40.3K | Q1 2026 |
| Steele Capital Management, Inc.$2.4B AUM | 2.32% | $56M | 760.5K | Q1 2026 |
| Tempo Wealth, LLC$573M AUM | 2.32% | $13M | 180.5K | Q1 2026 |
| Topor & Co. Korea$127M AUM | 2.30% | $3M | 36.9K | Q1 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 2.29% | $14M | 195.6K | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 2.29% | $66M | 899.2K | Q1 2026 |
| Petix & Botte Co$449M AUM | 2.28% | $10M | 138.9K | Q1 2026 |
| TECTONIC ADVISORS LLC$1.9B AUM | 2.28% | $43M | 585.1K | Q1 2026 |
| Exchange Bank$161M AUM | 2.25% | $3M | 44.2K | Q1 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 2.24% | $8M | 101.9K | Q1 2026 |
| Vectors Research Management, LLC$342M AUM | 2.24% | $8M | 104.3K | Q1 2026 |
| Bay Rivers Group$293M AUM | 2.24% | $5M | 72.9K | Q1 2026 |
| PCG ASSET MANAGEMENT, LLC$125M AUM | 2.22% | $3M | 37.6K | Q1 2026 |
| BCO Wealth Management LLC$166M AUM | 2.21% | $4M | 49.9K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 2.21% | $180M | 2.44M | Q1 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 2.20% | $22M | 300.7K | Q4 2025OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 2.19% | $97M | 1.32M | Q1 2026 |
| Brooklyn FI, LLC$476M AUM | 2.17% | $10M | 140.4K | Q1 2026 |
| Forty-three Eighteen Advisors, LLC$133M AUM | 2.16% | $3M | 39.0K | Q1 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 2.15% | $11M | 156.0K | Q1 2026 |
| Christopher J. Hasenberg, Inc$269M AUM | 2.11% | $6M | 77.1K | Q2 2025OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 2.11% | $58M | 782.0K | Q1 2026 |
| City State Bank$385M AUM | 2.11% | $8M | 110.3K | Q1 2026 |
| Smith & Howard Wealth Management, LLC$462M AUM | 2.10% | $10M | 132.0K | Q1 2026 |
| DSG Capital Advisors, LLC$625M AUM | 2.09% | $13M | 177.5K | Q1 2026 |
| Michels Family Financial, LLC$139M AUM | 2.08% | $3M | 39.1K | Q1 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 2.07% | $4M | 57.7K | Q1 2026 |
| Mechanics Financial Corp$239M AUM | 2.06% | $5M | 66.8K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 2.06% | $4M | 49.3K | Q3 2025OLDER |
| Estate Counselors, LLC$1.1B AUM | 2.06% | $23M | 313.8K | Q1 2026 |
| Colony Family Offices, LLC$406M AUM | 2.05% | $8M | 112.8K | Q1 2026 |
| Financial Avengers, Inc.$219M AUM | 2.05% | $4M | 60.9K | Q1 2026 |
| Arbor Investment Advisors, LLC$768M AUM | 2.02% | $16M | 210.5K | Q1 2026 |
| TABR Capital Management, LLC$109M AUM | 2.01% | $2M | 29.7K | Q1 2026 |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 2.01% | $4M | 58.5K | Q1 2026 |
| Gibraltar Capital Management, Inc.$581M AUM | 1.98% | $12M | 156.2K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 1.97% | $133M | 1.80M | Q1 2026 |
| Mastercard Foundation Asset Management Corp$33.7B AUM | 1.94% | $653M | 8.86M | Q1 2026 |
| Topsail Wealth Management, LLC$678M AUM | 1.94% | $13M | 178.4K | Q1 2026 |
| Wealth Advisory Solutions, LLC$449M AUM | 1.93% | $9M | 117.4K | Q1 2026 |
| Hegarty Advisors, LLC$127M AUM | 1.92% | $2M | 33.0K | Q1 2026 |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 1.90% | $10M | 134.2K | Q1 2026 |
| Bristlecone Advisors, LLC$1.2B AUM | 1.88% | $23M | 303.3K | Q3 2025OLDER |
| General Partner, Inc.$186M AUM | 1.88% | $3M | 45.8K | Q3 2025OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 1.88% | $35M | 476.9K | Q1 2026 |
| Red Tortoise LLC$240M AUM | 1.87% | $5M | 61.2K | Q1 2026 |
| WMG Financial Advisors, LLC$240M AUM | 1.86% | $4M | 60.5K | Q1 2026 |
| Arta Finance Wealth Management LLC$202M AUM | 1.85% | $4M | 51.0K | Q1 2026 |
| PFW Advisors LLC$318M AUM | 1.85% | $6M | 81.5K | Q2 2025OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 1.84% | $14M | 191.0K | Q1 2026 |
| SHUTTLEWORTH & Co$111M AUM | 1.84% | $2M | 27.7K | Q1 2026 |
| HFG Advisors, Inc.$142M AUM | 1.84% | $3M | 35.6K | Q1 2026 |
| Liberty Capital Management, Inc.$537M AUM | 1.83% | $10M | 132.9K | Q4 2025OLDER |
| WBH ADVISORY INC$1.3B AUM | 1.82% | $24M | 330.5K | Q1 2026 |
| Alley Investment Management Company, LLC$821M AUM | 1.81% | $15M | 201.9K | Q1 2026 |
| HT Partners LLC$361M AUM | 1.81% | $6M | 81.1K | Q1 2026 |
| BFSG, LLC$1.1B AUM | 1.80% | $19M | 258.3K | Q1 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 1.79% | $18M | 248.9K | Q1 2026 |
| Cornerstone Financial Group, LLC /NE/$156M AUM | 1.78% | $3M | 37.9K | Q1 2026 |
| Capital Square, LLC$217M AUM | 1.77% | $4M | 52.1K | Q1 2026 |
| Moneda S.A. Administradora General de Fondos$123M AUM | 1.76% | $2M | 29.3K | Q1 2026 |
| Strategic Financial Planning, Inc.$171M AUM | 1.74% | $3M | 90.0K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 1.73% | $27M | 363.1K | Q1 2026 |
| Sunesis Advisors, LLC$221M AUM | 1.71% | $4M | 51.5K | Q1 2026 |
| MMA ASSET MANAGEMENT LLC$284M AUM | 1.71% | $5M | 66.0K | Q1 2026 |
| Rothschild Capital Partners, LLC$408M AUM | 1.70% | $7M | 94.4K | Q1 2026 |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 1.69% | $6M | 75.5K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 1.68% | $6M | 77.3K | Q1 2026 |
| Legacy Private Trust Co.$1.6B AUM | 1.68% | $27M | 371.0K | Q1 2026 |
| Center For Asset Management LLC$201M AUM | 1.66% | $3M | 45.4K | Q1 2026 |
| Cornerstone National Bank & Trust Co$271M AUM | 1.66% | $5M | 61.3K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 1.66% | $27M | 370.0K | Q1 2026 |
| Ashford Advisors, LLC$429M AUM | 1.65% | $7M | 90.8K | Q1 2026 |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 1.64% | $28M | 380.7K | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 1.64% | $60M | 808.5K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 1.62% | $18M | 246.2K | Q1 2026 |
| Providence First Trust Co$284M AUM | 1.62% | $5M | 62.4K | Q1 2026 |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 1.61% | $3M | 37.6K | Q1 2026 |
| Align Financial, LLC$176M AUM | 1.61% | $3M | 38.4K | Q1 2026 |
| Index Fund Advisors, Inc.$2.2B AUM | 1.58% | $35M | 477.2K | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 1.57% | $7M | 90.7K | Q1 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 1.57% | $15M | 208.7K | Q1 2026 |
| Grove Street Fiduciary, LLC$227M AUM | 1.57% | $4M | 48.3K | Q1 2026 |
| Triumph Capital Management$491M AUM | 1.57% | $8M | 104.5K | Q1 2026 |
| BDFS Capital LLC$230M AUM | 1.56% | $3M | 44.1K | Q1 2026 |
| DiPaolo Financial Group, Inc.$153M AUM | 1.56% | $2M | 29.1K | Q1 2026 |
| Litman Gregory Wealth Management LLC$1.4B AUM | 1.55% | $21M | 286.0K | Q4 2025OLDER |
| LVW Advisors, LLC$1.0B AUM | 1.53% | $16M | 217.9K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 1.53% | $54M | 730.4K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 1.52% | $49M | 671.5K | Q1 2026 |
| Capital Asset Advisory Services LLC$2.6B AUM | 1.52% | $40M | 533.7K | Q1 2026 |
| Focused Wealth Management, Inc$964M AUM | 1.51% | $15M | 198.3K | Q1 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION$851M AUM | 1.51% | $13M | 174.1K | Q1 2026 |
| Gordian Advisors LLC$150M AUM | 1.50% | $2M | 30.5K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 1.49% | $134M | 1.83M | Q1 2026 |
| Tenret Co LLC$207M AUM | 1.49% | $3M | 41.8K | Q1 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 1.48% | $8M | 102.5K | Q1 2026 |
| Continuum Advisory, LLC$1.0B AUM | 1.46% | $15M | 205.9K | Q1 2026 |
| Burkett Asset Management Ltd$101M AUM | 1.45% | $1M | 20.0K | Q1 2026 |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 1.44% | $18M | 244.8K | Q1 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 1.44% | $10M | 139.0K | Q1 2026 |
| GEN Financial Management, INC.$162M AUM | 1.44% | $2M | 31.6K | Q1 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 1.44% | $15M | 205.4K | Q1 2026 |
| GoalFusion Wealth Management, LLC$220M AUM | 1.41% | $3M | 42.3K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 1.40% | $8M | 113.5K | Q1 2026 |
| Bonfire Financial$133M AUM | 1.40% | $2M | 25.3K | Q1 2026 |
| Blue Oak Capital, LLC$190M AUM | 1.39% | $3M | 36.0K | Q2 2025OLDER |
| Accredited Wealth Management, LLC$134M AUM | 1.39% | $2M | 23.2K | Q2 2025OLDER |
| Transcendent Capital Group LLC$219M AUM | 1.38% | $3M | 41.3K | Q1 2026 |
| NYL Investors LLC$265M AUM | 1.38% | $4M | 49.7K | Q1 2026 |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 1.38% | $10M | 134.4K | Q1 2026 |
| Curran Financial Partners, LLC$559M AUM | 1.36% | $8M | 103.3K | Q1 2026 |
| Saxony Capital Management, LLC$172M AUM | 1.35% | $2M | 31.6K | Q1 2026 |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 1.34% | $3M | 43.4K | Q1 2026 |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 1.34% | $2M | 27.5K | Q1 2026 |
| Allodium Investment Consultants, LLC$209M AUM | 1.34% | $3M | 37.9K | Q1 2026 |
| Roger Wittlin Investment Advisory, LLC$122M AUM | 1.33% | $2M | 22.1K | Q1 2026 |
| Fort Henry Capital, LLC$165M AUM | 1.33% | $2M | 29.8K | Q1 2026 |
| Joel Adams & Associates, Inc.$135M AUM | 1.32% | $2M | 24.2K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 1.32% | $29M | 607.5K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 1.31% | $30M | 400.7K | Q1 2026 |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 1.30% | $19M | 260.4K | Q4 2025OLDER |
| Krane Financial Solutions LLC$147M AUM | 1.30% | $2M | 25.9K | Q1 2026 |
| Souders Financial Advisors$876M AUM | 1.29% | $11M | 153.9K | Q1 2026 |
| Silver Grove Financial Group, Inc.$124M AUM | 1.29% | $2M | 21.8K | Q1 2026 |
| Pinnacle Family Advisors, LLC$213M AUM | 1.28% | $3M | 37.1K | Q1 2026 |
| Hills Bank & Trust Co$2.1B AUM | 1.28% | $27M | 360.2K | Q1 2026 |
| Greenspring Advisors, LLC$1.6B AUM | 1.27% | $21M | 283.3K | Q1 2026 |
| Prime Buchholz LLC$191M AUM | 1.27% | $2M | 33.0K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 1.26% | $1.4B | 18.63M | Q1 2026 |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 1.26% | $7M | 90.6K | Q3 2025OLDER |
| Shelter Mutual Insurance Co$450M AUM | 1.25% | $6M | 76.6K | Q1 2026 |
| Faithward Advisors, LLC$701M AUM | 1.25% | $9M | 118.7K | Q1 2026 |
| CONTINENTAL INVESTORS SERVICES, INC.$106M AUM | 1.23% | $1M | 17.8K | Q1 2026 |
| CONSILIO WEALTH ADVISORS, LLC$342M AUM | 1.23% | $4M | 57.0K | Q1 2026 |
| Sincerus Advisory, LLC$147M AUM | 1.22% | $2M | 21.9K | Q1 2026 |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 1.21% | $18M | 239.9K | Q1 2026 |
| David Kennon Inc$279M AUM | 1.21% | $3M | 45.7K | Q1 2026 |
| Lansing Street Advisors$397M AUM | 1.20% | $5M | 63.4K | Q4 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 1.20% | $103M | 1.40M | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 1.19% | $105M | 1.42M | Q1 2026 |
| Hirtle & Co., LLC$2.9B AUM | 1.18% | $34M | 467.6K | Q1 2026 |
| PROFFITT & GOODSON INC$649M AUM | 1.18% | $8M | 103.8K | Q1 2026 |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 1.17% | $2M | 32.6K | Q1 2026 |
| Tanager Wealth Management LLP$1.0B AUM | 1.16% | $12M | 163.1K | Q1 2026 |
| Sidoxia Capital Management, LLC$116M AUM | 1.16% | $1M | 18.3K | Q1 2026 |
| Hamilton Wealth, LLC$513M AUM | 1.15% | $16M | 219.6K | Q1 2026 |
| Leeward Financial Partners, LLC$336M AUM | 1.14% | $4M | 52.0K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 1.14% | $43M | 581.5K | Q1 2026 |
| ASPIRIANT, LLC$3.5B AUM | 1.13% | $40M | 540.9K | Q1 2026 |
| OFS Enterprise LLC$392M AUM | 1.13% | $4M | 52.1K | Q1 2026 |
| BANK OF HAWAII$1.9B AUM | 1.12% | $21M | 290.7K | Q1 2026 |
| Roundview Capital LLC$1.6B AUM | 1.12% | $18M | 243.2K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 1.11% | $17M | 229.4K | Q1 2026 |
| Inscription Capital, LLC$951M AUM | 1.11% | $11M | 143.8K | Q1 2026 |
| ETF Portfolio Partners, Inc.$381M AUM | 1.10% | $4M | 57.0K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 1.10% | $20M | 266.0K | Q1 2026 |
| EWG Elevate Inc.$320M AUM | 1.10% | $4M | 47.1K | Q3 2025OLDER |
| Pearl Planning LLC$187M AUM | 1.09% | $2M | 27.7K | Q1 2026 |
| Taylor Hoffman Capital Management LLC$325M AUM | 1.09% | $4M | 47.9K | Q1 2026 |
| WARNER FINANCIAL, INC$340M AUM | 1.08% | $3M | 42.8K | Q1 2026 |
| Aznar Financial Advisors, LLC$104M AUM | 1.08% | $1M | 15.1K | Q4 2025OLDER |
| Madrid Wealth Management, LLC$133M AUM | 1.07% | $1M | 19.3K | Q1 2026 |
| Bucket List Wealth Management, LLC$166M AUM | 1.07% | $2M | 24.1K | Q1 2026 |
| Cadence Bank$1.7B AUM | 1.06% | $18M | 245.3K | Q4 2025OLDER |
| Forum Private Client Group LLC$300M AUM | 1.06% | $3M | 43.1K | Q1 2026 |
| Tandem Wealth Advisors LLC$224M AUM | 1.04% | $2M | 31.6K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 1.04% | $9M | 123.6K | Q1 2026 |
| Navigate Wealth Management, LLC$142M AUM | 1.04% | $1M | 20.0K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 1.03% | $29M | 393.7K | Q4 2025OLDER |
| Traveka Wealth, LLC$262M AUM | 1.02% | $3M | 36.3K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 1.01% | $296M | 4.02M | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 1.01% | $191M | 2.60M | Q1 2026 |
| Bricktown Capital, LLC$508M AUM | 1.01% | $5M | 69.6K | Q1 2026 |
| SEVEN MILE ADVISORY$139M AUM | 1.01% | $1M | 19.0K | Q1 2026 |
| Archford Capital Strategies, LLC$873M AUM | 1.01% | $9M | 119.2K | Q1 2026 |
| Peak Retirement Planning, Inc.$501M AUM | 1.00% | $5M | 68.1K | Q1 2026 |
| Robinhood Asset Management, LLC$1.4B AUM | 1.00% | $14M | 187.1K | Q1 2026 |
| Herold Advisors, Inc.$455M AUM | 1.00% | $5M | 64.6K | Q2 2025OLDER |
| TME FINANCIAL, INC.$144M AUM | 0.99% | $1M | 19.5K | Q1 2026 |
| Pineridge Advisors LLC$350M AUM | 0.99% | $3M | 46.7K | Q3 2025OLDER |
| Cypress Point Wealth Management, LLC$464M AUM | 0.98% | $5M | 62.0K | Q1 2026 |
| Worth Asset Management, LLC$313M AUM | 0.97% | $3M | 35.5K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.97% | $31M | 417.4K | Q1 2026 |
| Guardian Asset Advisors, LLC$171M AUM | 0.96% | $2M | 22.4K | Q1 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.96% | $18M | 240.3K | Q1 2026 |
| 5T Wealth, LLC$253M AUM | 0.96% | $2M | 32.9K | Q1 2026 |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.95% | $1M | 19.3K | Q3 2025OLDER |
| ACAS, LLC$149M AUM | 0.95% | $1M | 19.3K | Q2 2025OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.94% | $9M | 123.2K | Q1 2026 |
| REBALANCE, LLC$1.7B AUM | 0.94% | $16M | 220.6K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.94% | $13M | 173.8K | Q1 2026 |
| Old Peak Finance LLC$171M AUM | 0.93% | $2M | 21.6K | Q1 2026 |
| Oldfather Financial Services, LLC$336M AUM | 0.93% | $3M | 42.0K | Q4 2025OLDER |
| Sellwood Investment Partners LLC$254M AUM | 0.91% | $2M | 31.5K | Q1 2026 |
| Cogent Private Wealth, Inc.$139M AUM | 0.91% | $1M | 17.2K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.90% | $22M | 297.4K | Q1 2026 |
| HTG Investment Advisors, Inc.$352M AUM | 0.89% | $3M | 42.5K | Q1 2026 |
| RESTON WEALTH MANAGEMENT LLC$326M AUM | 0.89% | $3M | 39.3K | Q1 2026 |
| Grove Bank & Trust$1.0B AUM | 0.88% | $8M | 106.3K | Q1 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.88% | $7M | 98.8K | Q1 2026 |
| Passive Capital Management, LLC.$335M AUM | 0.88% | $3M | 40.2K | Q1 2026 |
| Pitti Group Wealth Management, LLC$123M AUM | 0.88% | $1M | 14.8K | Q1 2026 |
| Aegis Wealth Management LLC$175M AUM | 0.88% | $2M | 20.9K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.88% | $12M | 165.0K | Q1 2026 |
| Life Planning Partners, Inc$131M AUM | 0.88% | $1M | 15.7K | Q1 2026 |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.88% | $1M | 18.2K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.88% | $2M | 33.0K | Q1 2026 |
| TOWLE & CO$257M AUM | 0.88% | $2M | 30.7K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.88% | $15M | 206.7K | Q1 2026 |
| REDW Wealth LLC$251M AUM | 0.87% | $2M | 29.8K | Q1 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 0.86% | $53M | 716.5K | Q1 2026 |
| Pacific Asset Management, LLC$179M AUM | 0.86% | $2M | 20.9K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.86% | $24M | 322.6K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.85% | $12M | 169.6K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.84% | $16M | 220.5K | Q1 2026 |
| RTD Financial Advisors, Inc.$814M AUM | 0.84% | $7M | 92.7K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.84% | $105M | 1.43M | Q1 2026 |
| Lion Street Advisors, LLC$289M AUM | 0.84% | $2M | 28.3K | Q3 2025OLDER |
| Apexium Financial, LP$2.1B AUM | 0.83% | $17M | 230.0K | Q3 2025OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 0.82% | $1M | 14.8K | Q1 2026 |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.82% | $1M | 14.4K | Q1 2026 |
| Three Seasons Wealth, LLC$262M AUM | 0.82% | $2M | 29.1K | Q1 2026 |
| TOEWS CORP /ADV$259M AUM | 0.81% | $6M | 75.5K | Q4 2025OLDER |
| PFG Advisors$2.1B AUM | 0.81% | $17M | 226.2K | Q1 2026 |
| Endowment Wealth Management, Inc.$226M AUM | 0.81% | $2M | 24.7K | Q1 2026 |
| Karpus Management, Inc.$3.2B AUM | 0.80% | $26M | 349.6K | Q1 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.80% | $22M | 294.6K | Q1 2026 |
| Howard Capital Management Inc.$6.1B AUM | 0.80% | $49M | 661.1K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.