VCSHVANGUARD SCOTTSDALE FDS
CUSIP 92206C409 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Scottsdale Fds (VCSH) has 1,459 institutional holders in Filings Flow’s 13F database, together reporting 341.36M shares worth $27.1B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Prudential PLC.
Institutional Holders
1,459
Q1 2026
Reported Value
$27.1B
Ticker
VCSH
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.44% | $6.0B | 75.63M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.10% | $1.6B | 20.39M | Q1 2026 |
| PRUDENTIAL PLC$17.1B AUM | 6.04% | $1.0B | 13.01M | Q1 2026 |
| ALLSTATE CORP$9.4B AUM | 10.69% | $1.0B | 12.62M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.11% | $597M | 7.53M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.16% | $586M | 7.40M | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.28% | $499M | 6.24M | Q3 2025OLDER |
| NEPC LLC$5.0B AUM | 9.57% | $481M | 6.07M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.07% | $468M | 5.91M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.07% | $417M | 5.27M | Q1 2026 |
| BARINGS LLC$6.2B AUM | 6.54% | $405M | 5.11M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.04% | $376M | 4.74M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.09% | $307M | 3.87M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.08% | $301M | 3.80M | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 1.63% | $291M | 3.68M | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.05% | $264M | 3.33M | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.21% | $241M | 3.05M | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.48% | $235M | 2.96M | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 2.24% | $225M | 2.83M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.05% | $222M | 2.79M | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 3.75% | $217M | 2.74M | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.12% | $194M | 2.44M | Q1 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 1.21% | $173M | 2.20M | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.25% | $172M | 2.17M | Q1 2026 |
| III Capital Management$344M AUM | 30.79% | $172M | 2.16M | Q2 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.38% | $167M | 2.10M | Q4 2025OLDER |
| Japan Science & Technology Agency$4.8B AUM | 2.61% | $165M | 2.07M | Q2 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.20% | $142M | 1.79M | Q1 2026 |
| South Dakota Investment Council$5.2B AUM | 2.70% | $142M | 1.79M | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.15% | $138M | 1.74M | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.18% | $137M | 1.72M | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.20% | $117M | 1.47M | Q1 2026 |
| WestEnd Advisors, LLC$4.1B AUM | 2.79% | $115M | 1.46M | Q1 2026 |
| Strategic Financial Services, Inc.$2.1B AUM | 5.47% | $115M | 1.45M | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.10% | $110M | 1.39M | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.62% | $110M | 1.38M | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 1.02% | $108M | 1.37M | Q1 2026 |
| Creative Planning$147.4B AUM | 0.07% | $105M | 1.33M | Q1 2026 |
| Steele Capital Management, Inc.$2.4B AUM | 4.26% | $103M | 1.30M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $102M | 1.29M | Q1 2026 |
| RW Investment Management LLC$1.0B AUM | 9.78% | $101M | 1.27M | Q1 2026 |
| Oakworth Capital, Inc.$1.9B AUM | 5.29% | $100M | 1.26M | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.02% | $99M | 1.25M | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.10% | $95M | 1.20M | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.23% | $89M | 1.12M | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.03% | $85M | 1.08M | Q1 2026 |
| Busey Bank$3.7B AUM | 2.30% | $85M | 1.07M | Q1 2026 |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 1.68% | $83M | 1.05M | Q1 2026 |
| Hilton Capital Management, LLC$1.3B AUM | 6.25% | $83M | 1.04M | Q1 2026 |
| Stonebridge Capital Advisors LLC$1.4B AUM | 5.59% | $80M | 1.01M | Q1 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 7.61% | $78M | 986.0K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $77M | 970.5K | Q1 2026 |
| Smithfield Trust Co$2.3B AUM | 3.32% | $76M | 960.6K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.28% | $76M | 954.5K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.12% | $75M | 943.6K | Q1 2026 |
| Rockbridge Investment Management, LCC$1.1B AUM | 6.70% | $75M | 940.5K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.11% | $72M | 907.2K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.03% | $71M | 894.5K | Q1 2026 |
| RiverFront Investment Group, LLC$6.5B AUM | 1.08% | $70M | 882.2K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 1.64% | $69M | 924.9K | Q1 2026 |
| Lutz Financial Services LLC$1.5B AUM | 4.59% | $68M | 861.4K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.82% | $68M | 860.3K | Q1 2026 |
| Quantum Financial Planning Services, Inc.$278M AUM | 24.35% | $68M | 855.1K | Q1 2026 |
| American Family Investments, Inc.$3.8B AUM | 3.67% | $67M | 845.2K | Q2 2025OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 2.76% | $67M | 846.6K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.36% | $67M | 843.3K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.08% | $66M | 833.9K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.11% | $63M | 799.5K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.61% | $62M | 777.7K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.09% | $61M | 772.8K | Q1 2026 |
| Resonant Capital Advisors, LLC$1.9B AUM | 3.20% | $61M | 769.7K | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 3.55% | $59M | 739.1K | Q1 2026 |
| Liquid Strategies, LLC$465M AUM | 12.42% | $58M | 729.4K | Q1 2026 |
| Retirement Systems of Alabama$30.0B AUM | 0.19% | $56M | 705.7K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.71% | $56M | 704.4K | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 1.14% | $55M | 695.0K | Q1 2026 |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.10% | $54M | 685.8K | Q1 2026 |
| Capital Investment Services of America, Inc.$958M AUM | 5.61% | $54M | 678.3K | Q1 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.32% | $51M | 644.1K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.03% | $51M | 642.4K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.36% | $50M | 632.9K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.05% | $50M | 627.0K | Q1 2026 |
| Trans-Canada Capital Inc.$1.4B AUM | 2.77% | $48M | 603.0K | Q4 2025OLDER |
| Johnson Bixby & Associates, LLC$806M AUM | 5.83% | $47M | 593.5K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.03% | $47M | 588.8K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.23% | $46M | 585.8K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.58% | $46M | 579.9K | Q1 2026 |
| PROFFITT & GOODSON INC$649M AUM | 7.01% | $45M | 573.7K | Q1 2026 |
| BCK Partners, Inc.$185M AUM | 24.41% | $45M | 570.3K | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 2.76% | $44M | 559.7K | Q1 2026 |
| Beacon Capital Management, Inc.$1.8B AUM | 2.47% | $44M | 555.1K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $43M | 548.1K | Q1 2026 |
| Eaton-Cambridge Inc.$320M AUM | 13.59% | $43M | 547.9K | Q1 2026 |
| Marks Wealth, LLC$380M AUM | 11.42% | $43M | 547.4K | Q1 2026 |
| AMI INVESTMENT MANAGEMENT INC$445M AUM | 9.71% | $43M | 544.7K | Q1 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM | 8.89% | $41M | 519.9K | Q1 2026 |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.32% | $41M | 512.7K | Q1 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 2.57% | $40M | 507.6K | Q1 2026 |
| Allen Investment Management, LLC$8.1B AUM | 0.47% | $38M | 480.9K | Q1 2026 |
| FIDELIS iM, LLC$264M AUM | 14.36% | $38M | 478.7K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.30% | $38M | 477.0K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.29% | $37M | 463.6K | Q1 2026 |
| Efficient Advisors, LLC$1.4B AUM | 2.59% | $36M | 459.8K | Q1 2026 |
| American Money Management, LLC$632M AUM | 5.64% | $36M | 449.6K | Q1 2026 |
| Sunburst Financial Group, LLC$617M AUM | 6.56% | $36M | 449.3K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.05% | $35M | 447.6K | Q1 2026 |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 9.71% | $35M | 444.2K | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.59% | $35M | 443.1K | Q1 2026 |
| BlueSky Wealth Advisors, LLC$777M AUM | 4.51% | $35M | 442.1K | Q1 2026 |
| Goodman Financial Corp$582M AUM | 5.99% | $35M | 439.9K | Q1 2026 |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 4.27% | $34M | 432.0K | Q1 2026 |
| American Financial Advisors, LLC$750M AUM | 4.56% | $34M | 431.2K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.09% | $34M | 426.5K | Q1 2026 |
| iA Global Asset Management Inc.$7.1B AUM | 0.48% | $34M | 424.5K | Q1 2026 |
| Rakuten Investment Management, Inc.$49.2B AUM | 0.07% | $34M | 421.1K | Q1 2026 |
| Quaker Wealth Management, LLC$320M AUM | 10.50% | $34M | 424.1K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.14% | $34M | 422.8K | Q1 2026 |
| Rothschild Wealth LLC$1.1B AUM | 3.02% | $33M | 421.8K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.03% | $33M | 419.4K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.08% | $33M | 415.4K | Q1 2026 |
| Fischer Financial Services, Inc.$297M AUM | 11.07% | $33M | 415.2K | Q1 2026 |
| Montis Financial, LLC$484M AUM | 6.81% | $33M | 415.2K | Q1 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 1.02% | $33M | 412.0K | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 1.12% | $33M | 410.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.07% | $32M | 415.5K | Q1 2026 |
| Wolff Financial Management LLC$453M AUM | 7.01% | $32M | 400.1K | Q1 2026 |
| Adaptive Financial Consulting, LLC$261M AUM | 12.11% | $32M | 398.8K | Q1 2026 |
| William Mack & Associates, Inc.$175M AUM | 18.00% | $31M | 397.4K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.01% | $31M | 386.8K | Q1 2026 |
| White Lighthouse Investment Management Inc.$721M AUM | 4.22% | $30M | 383.7K | Q1 2026 |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 1.95% | $30M | 381.8K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.44% | $30M | 375.5K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.48% | $30M | 376.5K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.05% | $30M | 374.9K | Q1 2026 |
| HOWE & RUSLING INC$1.5B AUM | 1.91% | $29M | 368.9K | Q1 2026 |
| Howard Capital Management Group, LLC$1.5B AUM | 1.92% | $29M | 365.2K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.21% | $28M | 348.5K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.13% | $27M | 342.5K | Q1 2026 |
| Towneley Capital Management, Inc / DE$478M AUM | 5.63% | $27M | 339.7K | Q1 2026 |
| McCarthy Asset Management, Inc.$192M AUM | 13.96% | $27M | 335.5K | Q4 2025OLDER |
| Bath Savings Trust Co$965M AUM | 2.85% | $27M | 336.6K | Q1 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM | 0.02% | $26M | 331.9K | Q2 2025OLDER |
| Rodgers & Associates, LTD$982M AUM | 2.65% | $26M | 327.8K | Q1 2026 |
| Hardy Reed LLC$1.4B AUM | 1.88% | $26M | 325.2K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.06% | $26M | 324.0K | Q1 2026 |
| Davidson Capital Management Inc.$552M AUM | 4.65% | $26M | 323.7K | Q1 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 2.64% | $25M | 320.5K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 1.53% | $25M | 316.5K | Q1 2026 |
| Coyle Financial Counsel LLC$473M AUM | 5.30% | $25M | 316.1K | Q1 2026 |
| Baskin Financial Services Inc.$1.2B AUM | 2.04% | $25M | 313.5K | Q1 2026 |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 2.17% | $25M | 312.9K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.30% | $25M | 310.9K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.13% | $25M | 309.9K | Q1 2026 |
| PECAUT & CO.$308M AUM | 7.97% | $25M | 309.8K | Q1 2026 |
| JBGlobal.com LLC$114M AUM | 24.03% | $24M | 307.8K | Q1 2026 |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 4.21% | $24M | 306.9K | Q1 2026 |
| Bear Mountain Capital, Inc.$333M AUM | 7.10% | $24M | 297.2K | Q1 2026 |
| Beacon Financial Strategies CORP$201M AUM | 13.40% | $24M | 297.7K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.23% | $23M | 293.3K | Q2 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.04% | $23M | 292.3K | Q4 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.03% | $23M | 292.0K | Q1 2026 |
| Greenspring Advisors, LLC$1.6B AUM | 1.40% | $23M | 290.3K | Q1 2026 |
| WBH ADVISORY INC$1.3B AUM | 1.72% | $23M | 290.5K | Q1 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 3.61% | $23M | 288.8K | Q1 2026 |
| ShankerValleau Wealth Advisors, Inc.$380M AUM | 6.44% | $23M | 288.2K | Q1 2026 |
| WESCAP Management Group, Inc.$508M AUM | 4.48% | $23M | 287.0K | Q1 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 1.46% | $23M | 286.9K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 5.10% | $23M | 286.4K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.27% | $23M | 286.2K | Q1 2026 |
| Firestone Capital Management$480M AUM | 4.66% | $22M | 282.6K | Q1 2026 |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 7.57% | $22M | 280.7K | Q4 2025OLDER |
| Unison Advisors LLC$1.3B AUM | 1.70% | $22M | 282.2K | Q1 2026 |
| DAGCO, INC.$461M AUM | 4.74% | $22M | 276.0K | Q1 2026 |
| KWMG, LLC$1.4B AUM | 1.82% | $22M | 274.8K | Q1 2026 |
| ALERUS FINANCIAL NA$2.0B AUM | 1.07% | $22M | 272.3K | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.60% | $22M | 272.2K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.04% | $21M | 269.3K | Q1 2026 |
| Longview Financial Advisors LLC$184M AUM | 11.57% | $21M | 268.6K | Q1 2026 |
| Penserra Capital Management LLC$8.5B AUM | 0.25% | $21M | 266.1K | Q3 2025OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 6.33% | $21M | 267.3K | Q1 2026 |
| Tandem Wealth Advisors LLC$224M AUM | 9.40% | $21M | 266.1K | Q1 2026 |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.83% | $21M | 264.6K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.31% | $21M | 263.1K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.04% | $21M | 262.3K | Q1 2026 |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 1.55% | $21M | 260.8K | Q1 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 3.54% | $20M | 257.2K | Q1 2026 |
| Hiley Hunt Wealth Management$253M AUM | 8.90% | $20M | 254.5K | Q1 2026 |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 7.72% | $20M | 251.0K | Q1 2026 |
| Centiva Capital, LP$13.6B AUM | 0.15% | $20M | 250.0K | Q1 2026 |
| AllSquare Wealth Management LLC$189M AUM | 10.44% | $20M | 247.6K | Q4 2025OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 2.61% | $20M | 249.0K | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.67% | $20M | 246.7K | Q1 2026 |
| AA Financial Advisors, LLC$710M AUM | 2.75% | $20M | 246.6K | Q1 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 1.24% | $19M | 243.7K | Q1 2026 |
| Matrix Trust Co$690M AUM | 3.20% | $19M | 243.3K | Q1 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 1.04% | $19M | 241.1K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.57% | $19M | 235.6K | Q1 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 1.12% | $19M | 235.4K | Q1 2026 |
| Mach-1 Financial Group, LLC$284M AUM | 2.97% | $19M | 232.7K | Q3 2025OLDER |
| Paulson Wealth Management Inc.$427M AUM | 4.36% | $19M | 234.6K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.51% | $19M | 234.1K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.07% | $18M | 233.2K | Q1 2026 |
| Stone Summit Wealth LLC$359M AUM | 5.11% | $18M | 231.4K | Q1 2026 |
| Essex LLC$566M AUM | 3.23% | $18M | 231.2K | Q1 2026 |
| Mason & Associates Inc$516M AUM | 3.52% | $18M | 229.9K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.01% | $18M | 228.2K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.07% | $18M | 226.1K | Q4 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.57% | $18M | 226.4K | Q1 2026 |
| Employees' Retirement Fund of the City of Fort Worth$230M AUM | 7.78% | $18M | 226.3K | Q1 2026 |
| Hassell Wealth Management, LLC$298M AUM | 6.01% | $18M | 226.1K | Q1 2026 |
| Foundation Wealth Management, LLC\PA$284M AUM | 6.30% | $18M | 225.3K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.83% | $18M | 225.2K | Q1 2026 |
| Whelan Financial$322M AUM | 5.49% | $18M | 222.9K | Q1 2026 |
| Wealth Management Nebraska$987M AUM | 1.78% | $18M | 222.0K | Q1 2026 |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.73% | $17M | 216.1K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.28% | $17M | 215.9K | Q1 2026 |
| TL Private Wealth$273M AUM | 6.70% | $17M | 214.5K | Q1 2026 |
| PATTEN & PATTEN INC/TN$1.7B AUM | 1.01% | $17M | 210.5K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.08% | $17M | 210.0K | Q1 2026 |
| E&R Wealth Management, LLC$100M AUM | 16.45% | $17M | 208.4K | Q1 2026 |
| Grey Fox Wealth Advisors, LLC$637M AUM | 3.16% | $16M | 206.5K | Q1 2026 |
| Forbes Financial Planning, Inc.$173M AUM | 9.38% | $16M | 204.9K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.31% | $16M | 198.7K | Q1 2026 |
| Horizon Investment Services, LLC$288M AUM | 5.49% | $16M | 199.3K | Q1 2026 |
| Northwest Bancshares, Inc.$502M AUM | 3.13% | $16M | 198.7K | Q1 2026 |
| Asio Capital, LLC$712M AUM | 2.19% | $16M | 196.6K | Q1 2026 |
| Lighthouse Financial LLC$166M AUM | 9.31% | $15M | 194.9K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.34% | $15M | 193.5K | Q4 2025OLDER |
| Compass Advisory Group LLC$374M AUM | 4.11% | $15M | 193.6K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.07% | $15M | 193.4K | Q1 2026 |
| Florida Trust Wealth Management Co$3.6B AUM | 0.43% | $15M | 192.0K | Q1 2026 |
| Asset Management Group, Inc.$619M AUM | 2.46% | $15M | 191.8K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.01% | $15M | 188.3K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.27% | $15M | 187.8K | Q1 2026 |
| Twele Capital Management, Inc.$561M AUM | 2.64% | $15M | 186.9K | Q1 2026 |
| Factor Wealth Management LTD$661M AUM | 2.76% | $15M | 185.1K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $15M | 183.2K | Q1 2026 |
| Level Financial Advisors$392M AUM | 3.73% | $15M | 184.2K | Q1 2026 |
| Stordahl Capital Management, Inc.$486M AUM | 2.99% | $14M | 182.8K | Q1 2026 |
| Cordant, Inc.$246M AUM | 5.88% | $14M | 182.6K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.22% | $14M | 182.4K | Q1 2026 |
| Mustard Seed Financial, LLC$167M AUM | 8.66% | $14M | 182.4K | Q1 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.53% | $14M | 182.3K | Q1 2026 |
| International City Management Association Retirement Corp$195M AUM | 7.37% | $14M | 181.6K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.16% | $14M | 180.0K | Q2 2025OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 1.58% | $14M | 178.4K | Q4 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.14% | $14M | 179.0K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.05% | $14M | 178.6K | Q1 2026 |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.24% | $14M | 178.2K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.04% | $14M | 178.0K | Q1 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.76% | $14M | 176.6K | Q1 2026 |
| Silphium Asset Management Ltd$264M AUM | 4.14% | $14M | 175.0K | Q3 2025OLDER |
| Gradient Capital Advisors, LLC$432M AUM | 3.62% | $14M | 176.2K | Q1 2026 |
| Hobart Private Capital, LLC$583M AUM | 2.73% | $14M | 175.3K | Q1 2026 |
| Seaside Wealth Management, Inc.$356M AUM | 3.87% | $14M | 173.4K | Q1 2026 |
| UG Investment Advisers Ltd.$148M AUM | 2.15% | $14M | 171.6K | Q3 2025OLDER |
| VAN STRUM & TOWNE INC.$343M AUM | 4.00% | $14M | 172.6K | Q1 2026 |
| Urban Financial Advisory Corp$283M AUM | 4.80% | $14M | 171.4K | Q1 2026 |
| TRB Wealth Management, LLC$704M AUM | 1.91% | $13M | 169.9K | Q1 2026 |
| Grove Bank & Trust$1.0B AUM | 1.52% | $13M | 169.3K | Q1 2026 |
| Lowe Wealth Advisors, LLC$274M AUM | 4.88% | $13M | 167.3K | Q3 2025OLDER |
| UNITED SERVICES AUTOMOBILE ASSOCIATION$851M AUM | 1.57% | $13M | 168.4K | Q1 2026 |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.18% | $13M | 168.2K | Q1 2026 |
| My Personal CFO, LLC$228M AUM | 5.14% | $13M | 165.9K | Q3 2025OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.90% | $13M | 166.3K | Q1 2026 |
| Twin Cities Retirement Group LLC$117M AUM | 11.99% | $13M | 165.4K | Q1 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.06% | $13M | 165.2K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.23% | $13M | 164.1K | Q1 2026 |
| TAGStone Capital, Inc.$283M AUM | 4.48% | $13M | 159.7K | Q1 2026 |
| Robinson Value Management, Ltd.$180M AUM | 6.97% | $13M | 158.0K | Q1 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.66% | $12M | 157.6K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.20% | $12M | 157.5K | Q1 2026 |
| DecisionPoint Financial, LLC$464M AUM | 2.68% | $12M | 157.0K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.20% | $12M | 156.8K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.13% | $12M | 156.6K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.08% | $12M | 156.3K | Q1 2026 |
| Marion Wealth Management$451M AUM | 2.73% | $12M | 155.2K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.09% | $12M | 154.7K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.56% | $12M | 153.0K | Q1 2026 |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.81% | $12M | 152.1K | Q1 2026 |
| CAPSTONE CAPITAL LLC$155M AUM | 7.70% | $12M | 150.8K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.14% | $12M | 149.7K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $12M | 147.8K | Q1 2026 |
| BCS Wealth Management$490M AUM | 2.38% | $12M | 147.1K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.10% | $12M | 146.6K | Q1 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 2.56% | $12M | 146.6K | Q1 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.01% | $12M | 146.6K | Q1 2026 |
| Pointe Capital Management LLC$202M AUM | 5.73% | $12M | 145.9K | Q1 2026 |
| Roundview Capital LLC$1.6B AUM | 0.72% | $12M | 145.1K | Q1 2026 |
| Napier Financial, LLC$436M AUM | 2.64% | $11M | 145.0K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $11M | 144.7K | Q1 2026 |
| Chesapeake Wealth Management$326M AUM | 3.49% | $11M | 143.2K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.92% | $11M | 143.1K | Q1 2026 |
| Platt Investment Counsel, LLC$149M AUM | 8.72% | $11M | 142.9K | Q1 2026 |
| Providence First Trust Co$284M AUM | 3.93% | $11M | 141.1K | Q1 2026 |
| Asset Advisory Group, Inc.$229M AUM | 5.61% | $11M | 141.0K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.06% | $11M | 139.4K | Q1 2026 |
| Finhabits Advisors LLC$108M AUM | 10.18% | $11M | 139.2K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 2.32% | $11M | 138.5K | Q1 2026 |
| Sage Financial Management Group, Inc.$325M AUM | 3.37% | $11M | 138.4K | Q1 2026 |
| Marex Group Ltd$15.8B AUM | 0.08% | $11M | 137.0K | Q3 2025OLDER |
| Powers Advisory Group, LLC$284M AUM | 3.85% | $11M | 137.7K | Q1 2026 |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.91% | $11M | 137.3K | Q1 2026 |
| Investments & Financial Planning, LLC$184M AUM | 5.87% | $11M | 135.9K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.15% | $11M | 135.8K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $11M | 135.1K | Q1 2026 |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.53% | $10M | 132.3K | Q1 2026 |
| Addison Capital Co$562M AUM | 1.85% | $10M | 131.1K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.67% | $10M | 130.3K | Q1 2026 |
| Luminvest Wealth Management LLC$382M AUM | 2.69% | $10M | 129.8K | Q1 2026 |
| Disciplined Investments, LLC$279M AUM | 3.63% | $10M | 127.7K | Q1 2026 |
| CWA Asset Management Group, LLC$2.9B AUM | 0.34% | $10M | 127.6K | Q1 2026 |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 3.35% | $10M | 127.1K | Q1 2026 |
| Parkside Advisors LLC$455M AUM | 2.20% | $10M | 126.1K | Q2 2025OLDER |
| Hurlow Wealth Management Group, Inc.$420M AUM | 2.38% | $10M | 126.0K | Q1 2026 |
| Minot DeBlois Advisors LLC$110M AUM | 9.02% | $10M | 125.4K | Q1 2026 |
| Leading Edge Financial Planning LLC$475M AUM | 2.06% | $10M | 123.7K | Q1 2026 |
| Milestone Investment Advisors LLC$414M AUM | 2.37% | $10M | 123.6K | Q1 2026 |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 0.28% | $10M | 123.0K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.04% | $10M | 122.2K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 1.18% | $10M | 121.7K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.46% | $10M | 120.8K | Q1 2026 |
| Oakwell Private Wealth Management, LLC$560M AUM | 1.71% | $10M | 120.6K | Q1 2026 |
| Financial & Tax Architects, LLC$448M AUM | 2.10% | $10M | 119.2K | Q3 2025OLDER |
| CVS HEALTH Corp$212M AUM | 4.48% | $10M | 120.0K | Q1 2026 |
| IMZ Advisory Inc$316M AUM | 3.58% | $9M | 119.5K | Q1 2026 |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 1.68% | $9M | 117.2K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.36% | $9M | 117.0K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.26% | $9M | 116.8K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.38% | $9M | 116.4K | Q1 2026 |
| Whitegate Investment Counselors, Inc.$315M AUM | 2.91% | $9M | 115.5K | Q1 2026 |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 3.22% | $9M | 115.3K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.05% | $9M | 113.7K | Q2 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.59% | $9M | 113.6K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.11% | $9M | 112.6K | Q1 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 0.18% | $9M | 111.9K | Q1 2026 |
| Sharper & Granite LLC$293M AUM | 3.02% | $9M | 111.6K | Q1 2026 |
| WASHINGTON TRUST Co$3.0B AUM | 0.30% | $9M | 110.7K | Q1 2026 |
| Goldstone Financial Group, LLC$922M AUM | 0.95% | $9M | 110.5K | Q1 2026 |
| ETF Portfolio Partners, Inc.$381M AUM | 2.28% | $9M | 109.5K | Q1 2026 |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 2.12% | $9M | 108.7K | Q1 2026 |
| SpringVest Wealth Management LLC$146M AUM | 5.85% | $9M | 108.1K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 0.77% | $9M | 108.1K | Q1 2026 |
| Telos Capital Management, Inc.$1.0B AUM | 0.81% | $9M | 107.3K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.24% | $8M | 106.8K | Q1 2026 |
| HTG Investment Advisors, Inc.$352M AUM | 2.41% | $8M | 106.7K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.10% | $8M | 106.5K | Q1 2026 |
| DDD Partners, LLC$1.5B AUM | 0.58% | $8M | 105.6K | Q1 2026 |
| Fort Vancouver Investment Management, LLC$197M AUM | 4.24% | $8M | 105.3K | Q1 2026 |
| Kensington Asset Management, LLC$1.8B AUM | 0.43% | $8M | 104.5K | Q4 2025OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.48% | $8M | 105.0K | Q1 2026 |
| Cordatus Wealth Management LLC$420M AUM | 1.97% | $8M | 104.2K | Q1 2026 |
| Strategent Financial, LLC$147M AUM | 5.61% | $8M | 104.1K | Q1 2026 |
| Rathbones Group PLC$48.4B AUM | 0.02% | $8M | 104.1K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.26% | $8M | 104.0K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.05% | $8M | 103.3K | Q1 2026 |
| Integrity Investment Advisors, LLC$184M AUM | 4.42% | $8M | 102.9K | Q1 2026 |
| Trellis Wealth Advisors LLC$263M AUM | 3.10% | $8M | 102.7K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.21% | $8M | 101.7K | Q2 2025OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.14% | $8M | 100.3K | Q1 2026 |
| Harbour Trust & Investment Management Co$943M AUM | 0.83% | $8M | 99.1K | Q1 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.36% | $8M | 99.1K | Q1 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 0.82% | $8M | 98.2K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.16% | $8M | 97.7K | Q1 2026 |
| Rossmore Private Capital$1.1B AUM | 0.67% | $8M | 96.9K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $8M | 96.8K | Q1 2026 |
| Curtis Advisory Group, LLC$464M AUM | 1.65% | $8M | 96.4K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.40% | $8M | 96.1K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $8M | 95.1K | Q1 2026 |
| Oak Harvest Investment Services$958M AUM | 0.78% | $7M | 94.5K | Q1 2026 |
| Glenview Trust Co$6.4B AUM | 0.12% | $7M | 94.4K | Q1 2026 |
| Financial Plan, Inc.$933M AUM | 0.80% | $7M | 94.0K | Q1 2026 |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.18% | $7M | 93.2K | Q3 2025OLDER |
| Advisors Preferred, LLC$679M AUM | 1.22% | $7M | 93.8K | Q2 2025OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.31% | $7M | 93.0K | Q1 2026 |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.08% | $7M | 92.9K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.22% | $7M | 92.3K | Q1 2026 |
| Kraft, Davis & Associates, LLC$479M AUM | 1.55% | $7M | 91.9K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.07% | $7M | 91.7K | Q1 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY$328M AUM | 2.21% | $7M | 91.4K | Q1 2026 |
| Balance Wealth, LLC$322M AUM | 2.25% | $7M | 91.2K | Q1 2026 |
| BOSTON FAMILY OFFICE LLC$1.5B AUM | 0.48% | $7M | 91.2K | Q1 2026 |
| Montecito Bank & Trust$607M AUM | 1.18% | $7M | 90.7K | Q1 2026 |
| Madison Asset Management, LLC$8.1B AUM | 0.09% | $7M | 90.7K | Q1 2026 |
| Northstar Advisory Group, LLC$269M AUM | 2.67% | $7M | 90.4K | Q1 2026 |
| Cliffwater LLC$377M AUM | 1.88% | $7M | 89.5K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.02% | $7M | 88.1K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $7M | 87.1K | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.09% | $7M | 87.6K | Q1 2026 |
| HORAN Wealth, LLC$1.1B AUM | 0.66% | $7M | 87.3K | Q1 2026 |
| PROFESSIONAL ADVISORY SERVICES INC$836M AUM | 0.94% | $7M | 86.1K | Q1 2026 |
| W.H. Cornerstone Investments Inc.$160M AUM | 4.26% | $7M | 85.9K | Q1 2026 |
| Gunma Bank,Ltd.$319M AUM | 2.13% | $7M | 85.0K | Q3 2025OLDER |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 2.04% | $7M | 85.1K | Q1 2026 |
| Cascade Wealth Advisors, Inc$228M AUM | 2.96% | $7M | 85.2K | Q1 2026 |
| Tide Cove Capital Partners LLC$147M AUM | 4.57% | $7M | 84.6K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.12% | $7M | 84.5K | Q1 2026 |
| Virtus Family Office LLC$117M AUM | 5.70% | $7M | 84.2K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.24% | $7M | 83.7K | Q1 2026 |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 0.34% | $6M | 82.0K | Q1 2026 |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 3.05% | $6M | 81.6K | Q1 2026 |
| Catalyst Capital Advisors LLC$5.4B AUM | 0.12% | $6M | 81.2K | Q1 2026 |
| Strategic Wealth Advisors LLC$125M AUM | 5.13% | $6M | 80.6K | Q1 2026 |
| Equita Financial Network, Inc.$318M AUM | 2.00% | $6M | 80.2K | Q1 2026 |
| Perennial Advisors, LLC$587M AUM | 1.08% | $6M | 80.1K | Q1 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.20% | $6M | 80.3K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.04% | $6M | 80.1K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.22% | $6M | 79.9K | Q1 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 1.14% | $6M | 79.8K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.86% | $6M | 78.9K | Q4 2025OLDER |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$584M AUM | 1.07% | $6M | 79.1K | Q1 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.37% | $6M | 78.3K | Q3 2025OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 0.20% | $6M | 76.2K | Q1 2026 |
| Bedel Financial Consulting, Inc.$888M AUM | 0.67% | $6M | 75.5K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.51% | $6M | 74.9K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.36% | $6M | 73.7K | Q1 2026 |
| Phoenix Financial Ltd.$10.5B AUM | 0.06% | $6M | 73.6K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.03% | $6M | 73.5K | Q1 2026 |
| GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM | 0.34% | $6M | 73.3K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.07% | $6M | 73.5K | Q1 2026 |
| AGF MANAGEMENT LTD$22.3B AUM | 0.03% | $6M | 72.7K | Q1 2026 |
| FCA CORP /TX$354M AUM | 1.62% | $6M | 72.4K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.02% | $6M | 72.3K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $6M | 71.5K | Q1 2026 |
| Forum Private Client Group LLC$300M AUM | 1.88% | $6M | 71.0K | Q1 2026 |
| Arkos Global Advisors$797M AUM | 0.70% | $6M | 70.5K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.06% | $6M | 70.3K | Q1 2026 |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 0.07% | $6M | 69.9K | Q1 2026 |
| Morton Brown Family Wealth, LLC$378M AUM | 1.46% | $6M | 69.9K | Q1 2026 |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 0.32% | $6M | 69.5K | Q1 2026 |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.16% | $6M | 69.4K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.06% | $5M | 69.3K | Q1 2026 |
| Traub Capital Management LLC$101M AUM | 5.45% | $5M | 69.3K | Q1 2026 |
| FineMark National Bank & Trust$3.2B AUM | 0.17% | $5M | 68.9K | Q4 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.12% | $5M | 69.1K | Q1 2026 |
| Black Diamond Financial, LLC$916M AUM | 0.59% | $5M | 68.4K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.18% | $5M | 68.3K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.11% | $5M | 68.2K | Q1 2026 |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.49% | $5M | 68.1K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.09% | $5M | 67.8K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $5M | 67.7K | Q1 2026 |
| Kure Advisory, LLC$184M AUM | 2.92% | $5M | 67.6K | Q1 2026 |
| Ankerstar Wealth, LLC$95M AUM | 5.59% | $5M | 66.8K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.06% | $5M | 66.8K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.13% | $5M | 66.7K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.06% | $5M | 66.6K | Q1 2026 |
| truNorth Financial Services, Inc.$97M AUM | 5.44% | $5M | 66.4K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 0.84% | $5M | 66.5K | Q1 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.07% | $5M | 65.8K | Q1 2026 |
| SPROTT INC.$3.4B AUM | 0.15% | $5M | 65.4K | Q1 2026 |
| Madden Advisory Services, Inc.$254M AUM | 2.02% | $5M | 64.8K | Q1 2026 |
| Climber Capital SA$153M AUM | 3.35% | $5M | 64.6K | Q1 2026 |
| Rezny Wealth Management, Inc.$464M AUM | 1.10% | $5M | 64.5K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.07% | $5M | 64.3K | Q1 2026 |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.36% | $5M | 64.1K | Q1 2026 |
| Arcataur Capital Management LLC$359M AUM | 1.41% | $5M | 64.0K | Q1 2026 |
| Econ Financial Services Corp$215M AUM | 2.51% | $5M | 63.1K | Q3 2025OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.40% | $5M | 63.3K | Q1 2026 |
| Massachusetts Wealth Management$231M AUM | 2.17% | $5M | 63.1K | Q1 2026 |
| Daiwa Securities Group Inc.$34.8B AUM | 0.01% | $5M | 62.6K | Q1 2026 |
| Pacific Capital Wealth Advisors, Inc.$663M AUM | 0.83% | $5M | 62.3K | Q1 2026 |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.69% | $5M | 62.1K | Q1 2026 |
| Brucke Financial, Inc.$197M AUM | 2.49% | $5M | 61.9K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.04% | $5M | 61.4K | Q4 2025OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.37% | $5M | 61.5K | Q1 2026 |
| BLUELINE ADVISORS LLC$129M AUM | 3.77% | $5M | 61.4K | Q1 2026 |
| Eukles Asset Management$224M AUM | 2.17% | $5M | 61.3K | Q1 2026 |
| Gladwyn Financial Advisors, Inc.$160M AUM | 3.37% | $5M | 61.1K | Q1 2026 |
| CWC Advisors, LLC.$210M AUM | 2.30% | $5M | 61.1K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.04% | $5M | 60.8K | Q1 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS$1.0B AUM | 0.46% | $5M | 60.6K | Q1 2026 |
| ARROW FINANCIAL CORP$994M AUM | 0.48% | $5M | 60.4K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.22% | $5M | 60.3K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $5M | 59.7K | Q1 2026 |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.04% | $5M | 59.7K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.13% | $5M | 59.6K | Q1 2026 |
| Sightline Wealth Advisors, LLC$236M AUM | 1.99% | $5M | 59.4K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.21% | $5M | 58.8K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.03% | $5M | 58.4K | Q1 2026 |
| Shotwell Rutter Baer Inc$170M AUM | 2.71% | $5M | 58.2K | Q1 2026 |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.36% | $5M | 58.0K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.10% | $5M | 57.4K | Q2 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.15% | $5M | 57.3K | Q1 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM | 1.99% | $5M | 57.2K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.05% | $5M | 57.1K | Q1 2026 |
| LFA - Lugano Financial Advisors SA$197M AUM | 2.30% | $5M | 57.4K | Q1 2026 |
| Fortress Financial Solutions, LLC$96M AUM | 4.72% | $5M | 57.0K | Q1 2026 |
| EFG International AG$4.7B AUM | 0.10% | $5M | 57.0K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.20% | $4M | 56.4K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.05% | $4M | 55.7K | Q3 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.10% | $4M | 56.2K | Q1 2026 |
| Bellecapital International Ltd.$554M AUM | 0.80% | $4M | 55.9K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.03% | $4M | 55.9K | Q1 2026 |
| MIDDLETON & CO INC/MA$877M AUM | 0.50% | $4M | 55.8K | Q1 2026 |
| Warwick Investment Management, Inc.$690M AUM | 0.64% | $4M | 55.6K | Q1 2026 |
| Sterling Financial Planning, Inc.$337M AUM | 1.31% | $4M | 55.6K | Q1 2026 |
| Guardian Wealth Management, Inc.$183M AUM | 2.40% | $4M | 55.4K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.18% | $4M | 55.3K | Q1 2026 |
| CHRISTINE MESSMER PC$156M AUM | 2.76% | $4M | 54.4K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.01% | $4M | 54.3K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.