VEAVANGUARD TAX-MANAGED FDS
CUSIP 921943858 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Tax-Managed Fds (VEA) has 2,866 institutional holders in Filings Flow’s 13F database, together reporting 2.39B shares worth $153.1B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Betterment LLC, and Creative Planning.
Institutional Holders
2,866
Q1 2026
Reported Value
$153.1B
Ticker
VEA
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 | 0.93% | $12.7B | 198.68M | Q1 2026 |
| Betterment LLC$52.8B AUM | 16.74% | $8.8B | 137.93M | Q1 2026 |
| Creative Planning$147.4B AUM | 5.23% | $7.7B | 120.42M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 1.48% | $5.5B | 86.07M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.33% | $5.4B | 84.62M | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 2.53% | $4.1B | 64.15M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.74% | $3.9B | 61.41M | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 8.11% | $3.7B | 57.69M | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.45% | $3.4B | 53.67M | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 1.64% | $3.4B | 55.00M | Q1 2026 |
| WealthNavi Inc.$11.5B AUM | 27.48% | $3.2B | 49.48M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.53% | $3.0B | 47.31M | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 3.39% | $2.3B | 35.74M | Q1 2026 |
| Mariner, LLC$85.7B AUM | 2.66% | $2.3B | 35.57M | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 2.99% | $2.1B | 33.37M | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 3.61% | $2.1B | 32.33M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.29% | $2.0B | 30.67M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.47% | $1.8B | 27.80M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.20% | $1.7B | 26.91M | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 1.46% | $1.6B | 24.73M | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.02% | $1.5B | 23.40M | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 2.15% | $1.4B | 21.48M | Q1 2026 |
| Jasper Ridge Partners, L.P.$4.5B AUM | 30.13% | $1.4B | 21.13M | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.72% | $1.3B | 20.98M | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 1.85% | $1.3B | 20.42M | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 4.92% | $1.3B | 19.98M | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 1.50% | $1.1B | 16.77M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.31% | $1.0B | 15.69M | Q1 2026 |
| FMR LLC$1.90T AUM | 0.05% | $998M | 15.57M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.06% | $971M | 15.65M | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 10.25% | $936M | 14.61M | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 7.33% | $933M | 14.56M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.21% | $914M | 14.26M | Q1 2026 |
| Facet Wealth, Inc.$5.8B AUM | 15.49% | $894M | 13.95M | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.16% | $844M | 13.18M | Q1 2026 |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 19.04% | $825M | 12.87M | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 9.25% | $779M | 12.15M | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.93% | $769M | 11.53M | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.79% | $749M | 11.69M | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 5.28% | $702M | 10.95M | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 10.20% | $697M | 10.87M | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.55% | $635M | 9.91M | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.21% | $611M | 9.54M | Q1 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 9.67% | $606M | 9.46M | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 6.32% | $596M | 9.30M | Q1 2026 |
| HBK Sorce Advisory LLC$5.0B AUM | 10.98% | $554M | 7.82M | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.59% | $531M | 8.29M | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 3.39% | $521M | 8.14M | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.30% | $518M | 8.08M | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.48% | $518M | 8.08M | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.53% | $497M | 7.76M | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 1.35% | $487M | 7.60M | Q1 2026 |
| COUNTRY TRUST BANK$5.3B AUM | 9.01% | $474M | 7.40M | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 2.60% | $470M | 7.34M | Q1 2026 |
| WIT, LLC$5.3B AUM | 8.28% | $439M | 6.85M | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.58% | $431M | 6.77M | Q1 2026 |
| JMG Financial Group, Ltd.$3.6B AUM | 11.07% | $402M | 6.28M | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 1.46% | $401M | 6.26M | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.12% | $368M | 5.89M | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 1.24% | $363M | 5.66M | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 4.11% | $343M | 5.35M | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 1.36% | $342M | 5.34M | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.69% | $340M | 5.30M | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.56% | $332M | 5.31M | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.60% | $327M | 5.10M | Q1 2026 |
| Ballentine Partners, LLC$7.2B AUM | 4.48% | $322M | 5.02M | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 10.37% | $322M | 4.74M | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.47% | $319M | 4.98M | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 1.68% | $318M | 4.97M | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.33% | $317M | 4.94M | Q1 2026 |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 2.26% | $310M | 4.84M | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 3.62% | $306M | 4.78M | Q1 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 2.59% | $305M | 4.76M | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.54% | $305M | 4.76M | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.11% | $302M | 4.72M | Q1 2026 |
| MAI Capital Management$17.7B AUM | 1.67% | $296M | 4.62M | Q1 2026 |
| Ally Invest Advisors Inc.$1.5B AUM | 19.66% | $292M | 4.56M | Q1 2026 |
| NEPC LLC$5.0B AUM | 5.72% | $288M | 4.49M | Q1 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 3.85% | $284M | 4.43M | Q1 2026 |
| TFO Wealth Partners, LLC$735M AUM | 37.42% | $275M | 4.29M | Q1 2026 |
| SBI Okasan Asset Management Co.Ltd.$2.4B AUM | 11.18% | $273M | 4.40M | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.91% | $271M | 4.22M | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.36% | $263M | 4.11M | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 6.27% | $263M | 4.10M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $261M | 4.07M | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 1.00% | $256M | 3.99M | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 1.94% | $254M | 3.96M | Q1 2026 |
| Linscomb Wealth, Inc.$2.2B AUM | 11.11% | $250M | 3.90M | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.71% | $247M | 3.86M | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 1.18% | $244M | 3.81M | Q1 2026 |
| Johnson Financial Group, LLC$1.5B AUM | 15.59% | $234M | 3.65M | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 6.45% | $234M | 3.65M | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 1.39% | $229M | 3.57M | Q1 2026 |
| BLB&B Advisors, LLC$2.4B AUM | 9.30% | $225M | 3.51M | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.57% | $222M | 3.46M | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.55% | $222M | 3.46M | Q1 2026 |
| Truepoint, Inc.$4.5B AUM | 4.94% | $221M | 3.46M | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.14% | $219M | 3.41M | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.65% | $218M | 3.36M | Q1 2026 |
| DV EQUITIES, LLC$558M AUM | 37.94% | $212M | 3.39M | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 1.98% | $210M | 3.22M | Q1 2026 |
| BANK OF HAWAII$1.9B AUM | 10.29% | $197M | 3.07M | Q1 2026 |
| Freestone Capital Holdings, LLC$3.3B AUM | 5.73% | $189M | 2.95M | Q1 2026 |
| Tanglewood Wealth Management, Inc.$1.2B AUM | 15.46% | $187M | 2.91M | Q1 2026 |
| Foster Group, Inc.$3.8B AUM | 5.41% | $182M | 2.83M | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 2.06% | $180M | 3.01M | Q3 2025OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 7.88% | $178M | 2.78M | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 4.79% | $171M | 2.67M | Q1 2026 |
| LINCOLN NATIONAL CORP$3.5B AUM | 4.92% | $170M | 2.65M | Q1 2026 |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 10.04% | $166M | 2.59M | Q1 2026 |
| DAVIS R M INC$5.6B AUM | 2.95% | $166M | 2.59M | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 2.03% | $165M | 2.57M | Q1 2026 |
| Clark Asset Management, LLC$1.3B AUM | 15.39% | $164M | 2.56M | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 2.33% | $163M | 2.54M | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 1.32% | $155M | 2.42M | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 1.21% | $153M | 2.40M | Q1 2026 |
| EASTERN BANK$6.5B AUM | 2.63% | $153M | 2.39M | Q1 2026 |
| Oakworth Capital, Inc.$1.9B AUM | 7.93% | $150M | 2.34M | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 2.51% | $150M | 2.34M | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 9.56% | $148M | 2.31M | Q1 2026 |
| Hirtle & Co., LLC$2.9B AUM | 5.05% | $147M | 2.30M | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.53% | $147M | 2.30M | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.81% | $147M | 2.29M | Q1 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 2.60% | $145M | 2.26M | Q1 2026 |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 7.64% | $145M | 2.26M | Q1 2026 |
| Hills Bank & Trust Co$2.1B AUM | 6.96% | $144M | 2.25M | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.70% | $143M | 2.24M | Q1 2026 |
| Nearwater Capital Markets, Ltd$4.2B AUM | 3.37% | $143M | 2.23M | Q1 2026 |
| JABODON PT CO$860M AUM | 16.41% | $141M | 2.20M | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.29% | $141M | 2.19M | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 1.13% | $140M | 2.18M | Q1 2026 |
| Keewaydin Investments LLC$317M AUM | 44.00% | $139M | 2.18M | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.12% | $139M | 2.17M | Q1 2026 |
| Steele Capital Management, Inc.$2.4B AUM | 5.71% | $138M | 2.15M | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.02% | $137M | 2.14M | Q1 2026 |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 2.72% | $134M | 2.10M | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.02% | $134M | 2.08M | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.57% | $132M | 2.06M | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 1.89% | $131M | 2.04M | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 1.80% | $129M | 2.02M | Q1 2026 |
| Fusion Family Wealth, LLC$1.3B AUM | 9.48% | $127M | 1.98M | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.61% | $126M | 2.10M | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 3.83% | $126M | 1.96M | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.05% | $125M | 1.95M | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.79% | $124M | 1.94M | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 1.80% | $121M | 1.74M | Q1 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 2.64% | $121M | 1.89M | Q1 2026 |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 2.35% | $118M | 1.84M | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.46% | $116M | 1.85M | Q4 2025OLDER |
| Employees Retirement System of Texas$11.4B AUM | 1.01% | $115M | 1.80M | Q1 2026 |
| Allen Investment Management, LLC$8.1B AUM | 1.41% | $114M | 1.78M | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 7.36% | $112M | 1.74M | Q1 2026 |
| AGF MANAGEMENT LTD$22.3B AUM | 0.49% | $110M | 1.72M | Q1 2026 |
| DT Investment Partners, LLC$1.2B AUM | 9.07% | $109M | 1.70M | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.51% | $105M | 1.64M | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 1.30% | $104M | 1.63M | Q1 2026 |
| REBALANCE, LLC$1.7B AUM | 5.92% | $102M | 1.59M | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.17% | $102M | 1.59M | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 2.35% | $101M | 1.58M | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.91% | $100M | 1.56M | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 2.71% | $100M | 1.55M | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 1.43% | $100M | 1.55M | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 1.12% | $99M | 1.53M | Q1 2026 |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 6.10% | $99M | 1.54M | Q1 2026 |
| Litman Gregory Wealth Management LLC$1.4B AUM | 7.23% | $99M | 1.58M | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.37% | $98M | 1.54M | Q1 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 9.37% | $96M | 1.50M | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 1.84% | $93M | 1.46M | Q1 2026 |
| Arbor Investment Advisors, LLC$768M AUM | 12.05% | $93M | 1.45M | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.68% | $91M | 1.42M | Q1 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 15.21% | $90M | 1.40M | Q1 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.07% | $88M | 1.38M | Q1 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 5.65% | $88M | 1.38M | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 1.04% | $87M | 1.36M | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.41% | $86M | 1.35M | Q1 2026 |
| Arvest Bank Trust Division$1.8B AUM | 4.68% | $86M | 1.34M | Q1 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 1.09% | $86M | 1.34M | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 1.05% | $85M | 1.33M | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.42% | $85M | 1.32M | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.25% | $82M | 1.27M | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.16% | $81M | 1.28M | Q1 2026 |
| CONNABLE OFFICE INC$1.0B AUM | 7.94% | $81M | 1.26M | Q1 2026 |
| Wallington Asset Management, LLC$752M AUM | 10.67% | $80M | 1.25M | Q1 2026 |
| Gilbert & Cook, Inc.$774M AUM | 10.37% | $80M | 1.25M | Q1 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 2.93% | $80M | 1.25M | Q1 2026 |
| PLANNING ALTERNATIVES LTD /ADV$775M AUM | 10.26% | $79M | 1.24M | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 1.61% | $78M | 1.22M | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.87% | $78M | 1.21M | Q1 2026 |
| Klingman & Associates, LLC$2.1B AUM | 3.71% | $78M | 1.21M | Q1 2026 |
| Human Investing LLC$687M AUM | 11.28% | $77M | 1.21M | Q1 2026 |
| SOFI WEALTH, LLC$2.1B AUM | 3.69% | $77M | 1.19M | Q1 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 4.99% | $76M | 1.19M | Q1 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 3.18% | $76M | 1.19M | Q1 2026 |
| Auto-Owners Insurance Co$4.8B AUM | 1.58% | $76M | 1.18M | Q1 2026 |
| PROFFITT & GOODSON INC$649M AUM | 11.60% | $75M | 1.17M | Q1 2026 |
| Inherent Management Corp.$197M AUM | 38.15% | $75M | 1.17M | Q1 2026 |
| LVW Advisors, LLC$1.0B AUM | 7.14% | $75M | 1.17M | Q1 2026 |
| ALPS ADVISORS INC$21.3B AUM | 0.35% | $74M | 1.16M | Q1 2026 |
| Vision Capital Management, Inc.$792M AUM | 9.37% | $74M | 1.16M | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.03% | $74M | 1.15M | Q1 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.62% | $73M | 1.14M | Q1 2026 |
| Adventist Health System/ West$564M AUM | 12.86% | $73M | 1.13M | Q1 2026 |
| Tanager Wealth Management LLP$1.0B AUM | 7.00% | $72M | 1.13M | Q1 2026 |
| BOKF, NA$6.5B AUM | 1.11% | $72M | 1.13M | Q1 2026 |
| Oakwell Private Wealth Management, LLC$560M AUM | 12.89% | $72M | 1.13M | Q1 2026 |
| Legacy Private Trust Co.$1.6B AUM | 4.42% | $72M | 1.12M | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 1.48% | $72M | 1.10M | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 1.10% | $72M | 1.12M | Q1 2026 |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 6.78% | $71M | 1.11M | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.78% | $71M | 1.10M | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 3.22% | $70M | 1.10M | Q1 2026 |
| WestHill Financial Advisors, Inc.$523M AUM | 13.41% | $70M | 1.09M | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 2.14% | $70M | 1.09M | Q1 2026 |
| Sageworth Trust Co$2.3B AUM | 2.97% | $69M | 1.08M | Q1 2026 |
| West Financial Advisors, LLC$659M AUM | 11.63% | $69M | 1.07M | Q1 2026 |
| CHAI TRUST CO LLC$1.2B AUM | 5.76% | $68M | 1.06M | Q1 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 2.50% | $68M | 1.04M | Q1 2026 |
| Sepio Capital, LP$1.8B AUM | 3.67% | $68M | 1.06M | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.77% | $67M | 1.05M | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.75% | $67M | 1.04M | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 2.93% | $66M | 1.04M | Q1 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 2.73% | $66M | 1.04M | Q1 2026 |
| Strategic Investment Advisors / MI$1.4B AUM | 4.58% | $66M | 1.04M | Q1 2026 |
| Charles Schwab Trust Co$1.8B AUM | 4.29% | $66M | 1.03M | Q1 2026 |
| Ellenbecker Investment Group$743M AUM | 8.86% | $66M | 1.03M | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 3.98% | $65M | 1.01M | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.35% | $64M | 1.12M | Q2 2025OLDER |
| KWMG, LLC$1.4B AUM | 5.33% | $64M | 997.1K | Q1 2026 |
| Coyle Financial Counsel LLC$473M AUM | 13.50% | $64M | 996.0K | Q1 2026 |
| JFG Wealth Management, LLC$511M AUM | 12.45% | $64M | 1.06M | Q3 2025OLDER |
| Keel Point, LLC$1.5B AUM | 3.81% | $63M | 1.01M | Q4 2025OLDER |
| Pine Ridge Advisers LLC$1.6B AUM | 3.88% | $63M | 984.3K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.10% | $63M | 960.9K | Q1 2026 |
| WELCH & FORBES LLC$7.7B AUM | 0.80% | $62M | 970.4K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.87% | $62M | 968.3K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.34% | $61M | 956.4K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.31% | $60M | 938.5K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.44% | $60M | 933.6K | Q1 2026 |
| First Western Trust Bank$2.0B AUM | 3.01% | $60M | 930.8K | Q1 2026 |
| REAP Financial Group, LLC$507M AUM | 11.73% | $59M | 927.6K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.82% | $59M | 925.4K | Q1 2026 |
| Avion Wealth$484M AUM | 12.15% | $59M | 918.0K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 3.35% | $59M | 917.0K | Q1 2026 |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 2.92% | $59M | 913.2K | Q1 2026 |
| Financial Synergies Wealth Advisors, Inc.$1.2B AUM | 5.57% | $58M | 911.5K | Q1 2026 |
| Citizens Business Bank$610M AUM | 9.56% | $58M | 910.3K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 2.82% | $58M | 907.0K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.41% | $58M | 906.1K | Q1 2026 |
| ARVEST INVESTMENTS, INC.$733M AUM | 7.87% | $58M | 900.3K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 1.00% | $58M | 898.9K | Q1 2026 |
| Gemmer Asset Management LLC$1.3B AUM | 4.55% | $58M | 898.4K | Q1 2026 |
| Seaside Wealth Management, Inc.$356M AUM | 16.14% | $57M | 895.8K | Q1 2026 |
| Financial Advisors Network, Inc.$724M AUM | 7.90% | $57M | 892.8K | Q1 2026 |
| Meeder Advisory Services, Inc.$2.4B AUM | 2.37% | $57M | 885.2K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.90% | $57M | 884.9K | Q1 2026 |
| PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM | 4.59% | $56M | 876.0K | Q1 2026 |
| Jacobsen Capital Management$296M AUM | 18.93% | $56M | 874.7K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.27% | $56M | 868.5K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.89% | $55M | 863.9K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 3.79% | $55M | 861.7K | Q1 2026 |
| Arlington Trust Co LLC$1.2B AUM | 4.86% | $55M | 861.0K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $55M | 859.9K | Q1 2026 |
| Riverpoint Wealth Management Holdings, LLC$470M AUM | 11.71% | $55M | 859.1K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.43% | $55M | 858.2K | Q1 2026 |
| Chandler Asset Management, Inc.$659M AUM | 8.32% | $55M | 856.5K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.22% | $54M | 850.2K | Q1 2026 |
| Capital Planning Advisors, LLC$692M AUM | 7.80% | $54M | 842.3K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 4.91% | $54M | 839.4K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.74% | $54M | 836.4K | Q1 2026 |
| Wealth Architects, LLC$1.1B AUM | 4.77% | $54M | 835.6K | Q1 2026 |
| Heartwood Wealth Advisors LLC$1.1B AUM | 4.65% | $53M | 832.3K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 3.24% | $53M | 831.8K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 1.14% | $53M | 830.6K | Q1 2026 |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 1.34% | $53M | 820.2K | Q1 2026 |
| OLIO Financial Planning$361M AUM | 14.52% | $52M | 818.2K | Q1 2026 |
| Hanson & Doremus Investment Management$869M AUM | 5.98% | $52M | 811.8K | Q1 2026 |
| Trust Co$1.1B AUM | 4.82% | $51M | 803.2K | Q1 2026 |
| Keener Financial Planning LLC$238M AUM | 21.61% | $51M | 802.3K | Q1 2026 |
| Parker Financial LLC$250M AUM | 20.41% | $51M | 799.4K | Q1 2026 |
| TECTONIC ADVISORS LLC$1.9B AUM | 2.70% | $51M | 796.2K | Q1 2026 |
| Journey Advisory Group, LLC$1.2B AUM | 4.33% | $51M | 792.2K | Q1 2026 |
| Partners in Financial Planning$603M AUM | 8.39% | $51M | 789.5K | Q1 2026 |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.09% | $51M | 788.5K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.50% | $50M | 782.6K | Q1 2026 |
| Whitcomb & Hess, Inc.$463M AUM | 11.64% | $50M | 779.2K | Q1 2026 |
| GP Brinson Investments LLC$245M AUM | 22.62% | $50M | 777.8K | Q1 2026 |
| First Bank & Trust$680M AUM | 8.02% | $50M | 776.6K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.63% | $50M | 774.7K | Q1 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 6.77% | $49M | 771.5K | Q1 2026 |
| Perkins Coie Trust Co$603M AUM | 9.49% | $49M | 770.6K | Q1 2026 |
| Cliffwater LLC$377M AUM | 13.08% | $49M | 770.2K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.27% | $49M | 768.6K | Q1 2026 |
| Grey Fox Wealth Advisors, LLC$637M AUM | 9.49% | $49M | 767.0K | Q1 2026 |
| Financial Advisory Corp$754M AUM | 6.77% | $49M | 760.1K | Q1 2026 |
| GREENWOOD GEARHART LLC$1.8B AUM | 2.59% | $48M | 748.7K | Q1 2026 |
| TLT Family Holdco ULC$724M AUM | 6.62% | $48M | 748.2K | Q1 2026 |
| Nadler Financial Group, Inc.$1.0B AUM | 4.62% | $48M | 748.0K | Q1 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 3.23% | $48M | 742.0K | Q1 2026 |
| PACK Private Wealth, LLC$218M AUM | 21.79% | $47M | 740.3K | Q1 2026 |
| Strid Group, LLC$807M AUM | 5.87% | $47M | 739.0K | Q1 2026 |
| Matrix Trust Co$690M AUM | 7.85% | $47M | 737.9K | Q1 2026 |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 3.54% | $47M | 737.4K | Q1 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM | 0.58% | $47M | 736.6K | Q1 2026 |
| Brooklyn FI, LLC$476M AUM | 9.84% | $47M | 730.8K | Q1 2026 |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 3.15% | $47M | 720.5K | Q4 2025OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 10.66% | $46M | 725.1K | Q1 2026 |
| Full Sail Capital, LLC$1.8B AUM | 2.56% | $46M | 775.3K | Q3 2025OLDER |
| Financial Planning Navigators CORP$228M AUM | 20.36% | $46M | 724.7K | Q1 2026 |
| Wolff Financial Management LLC$453M AUM | 10.22% | $46M | 722.0K | Q1 2026 |
| Roble, Belko & Company, Inc$787M AUM | 5.85% | $46M | 718.6K | Q1 2026 |
| Permanent Capital Management, LP$643M AUM | 7.15% | $46M | 668.7K | Q1 2026 |
| Rakuten Investment Management, Inc.$49.2B AUM | 0.09% | $46M | 768.5K | Q1 2026 |
| Noble Family Wealth, LLC$484M AUM | 9.46% | $46M | 715.1K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.10% | $46M | 710.8K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 2.53% | $45M | 664.6K | Q1 2026 |
| SoundView Advisors Inc.$281M AUM | 15.84% | $45M | 694.6K | Q1 2026 |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 1.06% | $44M | 741.0K | Q3 2025OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 8.32% | $44M | 740.9K | Q3 2025OLDER |
| Nelson Capital Management, LLC$819M AUM | 5.37% | $44M | 686.0K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 1.16% | $44M | 624.6K | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 1.78% | $44M | 728.2K | Q3 2025OLDER |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.06% | $44M | 678.9K | Q1 2026 |
| Advisors Capital Management, LLC$8.6B AUM | 0.50% | $43M | 676.2K | Q1 2026 |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 3.45% | $43M | 675.5K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.66% | $43M | 672.5K | Q1 2026 |
| Wealth Management Strategies, Inc.$221M AUM | 19.37% | $43M | 668.0K | Q1 2026 |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.60% | $43M | 667.4K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 1.65% | $43M | 666.9K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.01% | $43M | 665.0K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.69% | $43M | 663.7K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 1.31% | $43M | 663.3K | Q1 2026 |
| MAYPORT, LLC$538M AUM | 7.89% | $42M | 662.5K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.74% | $42M | 671.9K | Q4 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.07% | $42M | 651.2K | Q1 2026 |
| Fi3 FINANCIAL ADVISORS, LLC$346M AUM | 11.97% | $41M | 647.4K | Q1 2026 |
| MBB PUBLIC MARKETS I LLC$839M AUM | 4.32% | $41M | 662.1K | Q4 2025OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 1.16% | $41M | 642.0K | Q1 2026 |
| Praetorian Wealth Management, Inc.$580M AUM | 7.79% | $41M | 604.1K | Q1 2026 |
| Inlight Wealth Management, LLC$270M AUM | 15.11% | $41M | 637.0K | Q1 2026 |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 3.26% | $41M | 635.9K | Q1 2026 |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 7.32% | $41M | 632.9K | Q1 2026 |
| Attessa Capital LLC$223M AUM | 22.05% | $41M | 632.7K | Q1 2026 |
| JRM Investment Counsel, LLC$375M AUM | 10.79% | $40M | 632.0K | Q1 2026 |
| Efficient Advisors, LLC$1.4B AUM | 2.87% | $40M | 630.0K | Q1 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 4.36% | $40M | 628.4K | Q1 2026 |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 11.81% | $40M | 623.8K | Q1 2026 |
| Choate Investment Advisors$5.1B AUM | 0.78% | $40M | 622.7K | Q1 2026 |
| Weitzel Financial Services, Inc.$265M AUM | 14.93% | $40M | 609.7K | Q1 2026 |
| Wiser Wealth Management, Inc$464M AUM | 8.54% | $40M | 618.3K | Q1 2026 |
| Windward Private Wealth Management Inc.$289M AUM | 13.68% | $40M | 617.7K | Q1 2026 |
| Clarius Group, LLC$1.8B AUM | 2.26% | $40M | 633.3K | Q4 2025OLDER |
| RPTC Inc.$571M AUM | 6.91% | $39M | 615.2K | Q1 2026 |
| Integris Wealth Management, LLC$495M AUM | 9.05% | $39M | 614.7K | Q1 2026 |
| Cascade Financial Partners, LLC$970M AUM | 4.05% | $39M | 613.0K | Q1 2026 |
| Relyea Zuckerberg Hanson LLC$995M AUM | 3.91% | $39M | 606.6K | Q1 2026 |
| Ellevest, Inc.$719M AUM | 5.39% | $39M | 604.9K | Q1 2026 |
| MERIDIAN MANAGEMENT CO$402M AUM | 9.62% | $39M | 603.2K | Q1 2026 |
| Family Firm, Inc.$415M AUM | 9.30% | $39M | 677.1K | Q2 2025OLDER |
| 1ST SOURCE BANK$1.9B AUM | 1.99% | $38M | 600.7K | Q1 2026 |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 2.25% | $38M | 599.7K | Q1 2026 |
| Evolution Advisers, Inc.$237M AUM | 16.15% | $38M | 598.0K | Q1 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 2.81% | $38M | 593.9K | Q1 2026 |
| Operose Advisors LLC$431M AUM | 8.75% | $38M | 588.9K | Q1 2026 |
| BANK HAPOALIM BM$652M AUM | 3.27% | $38M | 603.0K | Q4 2025OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 1.53% | $37M | 582.2K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.72% | $37M | 581.3K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.31% | $37M | 576.9K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 2.32% | $37M | 574.5K | Q1 2026 |
| SilverOak Wealth Management LLC$632M AUM | 5.82% | $37M | 574.5K | Q1 2026 |
| D'Orazio & Associates, Inc.$772M AUM | 4.75% | $37M | 572.9K | Q1 2026 |
| Mascoma Wealth Management LLC$484M AUM | 7.57% | $37M | 571.6K | Q1 2026 |
| Apriem Advisors$1.0B AUM | 3.49% | $37M | 570.9K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.45% | $37M | 570.3K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.36% | $37M | 570.0K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 1.15% | $36M | 567.2K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.06% | $36M | 564.8K | Q1 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 2.52% | $36M | 561.7K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.86% | $36M | 559.7K | Q1 2026 |
| Arcadia Wealth Management, LLC$276M AUM | 12.97% | $36M | 559.2K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.69% | $36M | 558.4K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.17% | $36M | 556.5K | Q1 2026 |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 6.80% | $35M | 550.7K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.11% | $35M | 547.1K | Q1 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 7.95% | $35M | 546.1K | Q1 2026 |
| Fiduciary Wealth Partners, LLC$153M AUM | 22.88% | $35M | 545.5K | Q1 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 1.89% | $35M | 541.8K | Q1 2026 |
| INTRUST BANK NA$1.2B AUM | 2.82% | $35M | 540.9K | Q1 2026 |
| ADVOCATE GROUP LLC$665M AUM | 5.42% | $35M | 540.7K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.98% | $35M | 540.2K | Q1 2026 |
| Cordant, Inc.$246M AUM | 13.96% | $34M | 536.7K | Q1 2026 |
| MCMORGAN & CO LLC$618M AUM | 5.56% | $34M | 535.9K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 5.93% | $34M | 533.1K | Q1 2026 |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.49% | $34M | 532.9K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.91% | $34M | 532.2K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.09% | $34M | 531.0K | Q1 2026 |
| Discipline Wealth Solutions, LLC$950M AUM | 3.57% | $34M | 528.7K | Q1 2026 |
| Abacus Planning Group, Inc.$743M AUM | 4.56% | $34M | 528.3K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.61% | $34M | 525.8K | Q1 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 1.94% | $34M | 525.7K | Q1 2026 |
| VPR Management LLC$250M AUM | 13.46% | $34M | 525.6K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 2.69% | $34M | 525.1K | Q1 2026 |
| Cambridge Advisors Inc.$515M AUM | 6.52% | $34M | 524.4K | Q1 2026 |
| PrairieView Partners, LLC$1.0B AUM | 3.25% | $34M | 589.1K | Q2 2025OLDER |
| Axos Invest Inc.$132M AUM | 25.34% | $34M | 523.2K | Q1 2026 |
| Affiance Financial, LLC$695M AUM | 5.42% | $33M | 522.4K | Q1 2026 |
| Abound Wealth Management$504M AUM | 7.60% | $33M | 522.1K | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 2.79% | $33M | 521.9K | Q1 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 3.41% | $33M | 520.1K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.41% | $33M | 511.5K | Q1 2026 |
| Prosperity Advisers, LLC$120M AUM | 27.22% | $33M | 511.2K | Q1 2026 |
| NerdWallet Wealth Partners, LLC$290M AUM | 14.28% | $33M | 510.6K | Q1 2026 |
| Equita Financial Network, Inc.$318M AUM | 10.28% | $33M | 510.4K | Q1 2026 |
| Ballentine Capital Advisors, Inc$242M AUM | 13.52% | $33M | 509.7K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 1.83% | $33M | 509.6K | Q1 2026 |
| Morton Brown Family Wealth, LLC$378M AUM | 8.59% | $33M | 507.5K | Q1 2026 |
| Aufman Associates Inc$204M AUM | 15.95% | $33M | 507.2K | Q1 2026 |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 6.50% | $32M | 507.0K | Q1 2026 |
| St. Louis Trust Co$856M AUM | 3.78% | $32M | 505.1K | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 1.33% | $32M | 504.5K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.16% | $32M | 503.4K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.47% | $32M | 498.9K | Q1 2026 |
| Tenret Co LLC$207M AUM | 15.44% | $32M | 498.8K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.67% | $32M | 508.1K | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 1.64% | $32M | 494.2K | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 1.89% | $32M | 493.4K | Q1 2026 |
| Montis Financial, LLC$484M AUM | 6.50% | $31M | 490.6K | Q1 2026 |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 8.62% | $31M | 487.9K | Q1 2026 |
| NORTHEAST INVESTMENT MANAGEMENT$2.4B AUM | 1.28% | $31M | 484.3K | Q1 2026 |
| CONSILIO WEALTH ADVISORS, LLC$342M AUM | 9.06% | $31M | 483.9K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.99% | $31M | 482.7K | Q1 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.96% | $31M | 482.7K | Q1 2026 |
| SigFig Wealth Management, LLC$3.8B AUM | 0.90% | $31M | 479.1K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.80% | $31M | 537.9K | Q2 2025OLDER |
| Argent Trust Co$2.9B AUM | 1.03% | $30M | 475.8K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.72% | $30M | 475.5K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.24% | $30M | 474.7K | Q1 2026 |
| Beirne Wealth Consulting Services, LLC$503M AUM | 8.59% | $30M | 473.7K | Q1 2026 |
| Penserra Capital Management LLC$8.5B AUM | 0.35% | $30M | 463.1K | Q1 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 1.90% | $30M | 462.6K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.48% | $30M | 461.3K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $30M | 461.2K | Q1 2026 |
| American Trust$1.1B AUM | 2.61% | $30M | 460.5K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.68% | $29M | 457.8K | Q1 2026 |
| Berkshire Money Management, Inc.$976M AUM | 2.99% | $29M | 455.6K | Q1 2026 |
| PITTENGER & ANDERSON INC$2.5B AUM | 1.16% | $29M | 455.6K | Q1 2026 |
| MYECFO, LLC$239M AUM | 12.20% | $29M | 455.2K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.66% | $29M | 509.3K | Q2 2025OLDER |
| Brandywine Asset Management, Inc.$126M AUM | 23.03% | $29M | 445.7K | Q1 2026 |
| Level Financial Advisors$392M AUM | 7.38% | $29M | 451.5K | Q1 2026 |
| VCI Wealth Management LLC$361M AUM | 8.01% | $29M | 450.9K | Q1 2026 |
| Hassell Wealth Management, LLC$298M AUM | 9.69% | $29M | 450.6K | Q1 2026 |
| Bear Mountain Capital, Inc.$333M AUM | 8.64% | $29M | 414.8K | Q1 2026 |
| Fiera Capital Corp$29.2B AUM | 0.10% | $29M | 448.6K | Q1 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC$159M AUM | 18.09% | $29M | 412.3K | Q1 2026 |
| Peak Retirement Planning, Inc.$501M AUM | 5.72% | $29M | 447.6K | Q1 2026 |
| NDVR, Inc.$121M AUM | 23.75% | $29M | 458.2K | Q4 2025OLDER |
| 71 West Capital Partners$2.3B AUM | 1.26% | $29M | 446.4K | Q1 2026 |
| BIP Alliance, LLC$260M AUM | 10.94% | $28M | 499.7K | Q2 2025OLDER |
| Heritage Trust Co$997M AUM | 2.86% | $28M | 444.6K | Q1 2026 |
| Kaydan Wealth Management, Inc.$299M AUM | 9.50% | $28M | 443.4K | Q1 2026 |
| LIBRA WEALTH LLC$355M AUM | 7.96% | $28M | 440.9K | Q1 2026 |
| Kopp Family Office, LLC$163M AUM | 19.39% | $28M | 439.9K | Q1 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 3.10% | $28M | 438.4K | Q1 2026 |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 7.21% | $28M | 438.1K | Q1 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.16% | $28M | 437.8K | Q1 2026 |
| Hurlow Wealth Management Group, Inc.$420M AUM | 6.67% | $28M | 437.0K | Q1 2026 |
| United Financial Planning Group LLC$169M AUM | 16.51% | $28M | 435.8K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.47% | $28M | 425.4K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $28M | 432.1K | Q1 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 1.69% | $28M | 431.8K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 2.46% | $28M | 425.7K | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.35% | $27M | 428.4K | Q1 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 1.93% | $27M | 427.9K | Q1 2026 |
| Claro Advisors Inc.$830M AUM | 3.30% | $27M | 427.6K | Q1 2026 |
| Zuckerman Investment Group, LLC$1.1B AUM | 2.57% | $27M | 427.1K | Q1 2026 |
| Jordan Park Group LLC$1.9B AUM | 1.46% | $27M | 426.6K | Q1 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM | 0.09% | $27M | 454.1K | Q3 2025OLDER |
| Invst, LLC$886M AUM | 3.07% | $27M | 424.1K | Q1 2026 |
| Cornerstone Wealth Advisors, Inc.$434M AUM | 6.25% | $27M | 423.5K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.97% | $27M | 423.0K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.29% | $27M | 420.2K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.65% | $27M | 671.9K | Q4 2025OLDER |
| Fiduciary Group, LLC$1.2B AUM | 2.28% | $27M | 417.2K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.48% | $27M | 398.3K | Q1 2026 |
| Prime Buchholz LLC$191M AUM | 13.96% | $27M | 416.8K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.35% | $27M | 415.7K | Q1 2026 |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 5.62% | $27M | 415.7K | Q1 2026 |
| Twele Capital Management, Inc.$561M AUM | 4.74% | $27M | 414.5K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 1.71% | $26M | 412.9K | Q1 2026 |
| TrustBank$258M AUM | 10.18% | $26M | 409.7K | Q1 2026 |
| Balentine LLC$2.5B AUM | 1.04% | $26M | 403.2K | Q1 2026 |
| ANDERSON HOAGLAND & CO$1.3B AUM | 2.22% | $26M | 403.0K | Q1 2026 |
| FSA Wealth Management LLC$273M AUM | 9.41% | $26M | 429.4K | Q3 2025OLDER |
| Stephenson & Company, Inc.$184M AUM | 13.94% | $26M | 401.2K | Q1 2026 |
| Intergy Private Wealth, LLC$341M AUM | 7.49% | $26M | 398.3K | Q1 2026 |
| Simmons Bank$1.5B AUM | 1.71% | $25M | 397.3K | Q1 2026 |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.97% | $25M | 365.9K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.59% | $25M | 395.8K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.16% | $25M | 394.9K | Q1 2026 |
| PFG Private Wealth Management, LLC$236M AUM | 10.59% | $25M | 389.8K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.