VIOOVANGUARD ADMIRAL FDS INC
CUSIP 921932828 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Admiral Fds Inc (VIOO) has 378 institutional holders in Filings Flow’s 13F database, together reporting 13.66M shares worth $1.5B as of Q1 2026. The largest reported holders are Orgel Wealth Management, LLC, Bank Of America Corp /De/, and Morgan Stanley.
Institutional Holders
378
Q1 2026
Reported Value
$1.5B
Ticker
VIOO
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Wiser Wealth Management, Inc$464M AUM | 3.82% | $18M | 154.4K | Q1 2026 |
| Warwick Investment Management, Inc.$690M AUM | 3.39% | $23M | 203.5K | Q1 2026 |
| New Insight Wealth Advisors$279M AUM | 3.17% | $9M | 76.9K | Q1 2026 |
| Orgel Wealth Management, LLC$4.6B AUM | 2.69% | $125M | 1.09M | Q1 2026 |
| Sebold Capital Management, Inc.$162M AUM | 2.64% | $4M | 42.4K | Q2 2025OLDER |
| Philadelphia Investment Partners, LLC$147M AUM | 2.60% | $4M | 33.3K | Q1 2026 |
| FIDELITY D & D BANCORP INC$249M AUM | 1.91% | $5M | 41.6K | Q1 2026 |
| Bryant Woods Investment Advisors, LLC$272M AUM | 1.89% | $5M | 44.7K | Q1 2026 |
| Kropog Financial Group, LLC$123M AUM | 1.87% | $2M | 20.0K | Q1 2026 |
| Flower City Capital$227M AUM | 1.66% | $3M | 28.8K | Q1 2026 |
| Kastel Capital Advisors, LLC$158M AUM | 1.62% | $3M | 23.8K | Q1 2026 |
| Berman McAleer LLC$733M AUM | 1.46% | $11M | 93.5K | Q1 2026 |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 1.44% | $17M | 149.8K | Q1 2026 |
| Valpey Financial Services, LLC$154M AUM | 1.38% | $2M | 18.5K | Q1 2026 |
| Base Wealth Management LLC$179M AUM | 1.35% | $2M | 21.1K | Q1 2026 |
| HARBOR ADVISORY CORP /MA/$333M AUM | 1.35% | $4M | 39.0K | Q1 2026 |
| One Day In July LLC$1.2B AUM | 1.34% | $17M | 145.8K | Q1 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC$119M AUM | 1.28% | $2M | 13.3K | Q1 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 1.27% | $8M | 73.8K | Q1 2026 |
| Colter Lewis Investment Partners LLC$106M AUM | 1.27% | $1M | 11.7K | Q1 2026 |
| Moss Adams Wealth Advisors LLC$1.4B AUM | 0.99% | $14M | 117.8K | Q1 2026 |
| Marble Harbor Investment Counsel, LLC$923M AUM | 0.97% | $9M | 78.2K | Q1 2026 |
| Presper Financial Architects, LLC$168M AUM | 0.94% | $2M | 13.7K | Q1 2026 |
| NESTEGG ADVISORS, INC.$114M AUM | 0.92% | $1M | 9.2K | Q1 2026 |
| Anson Capital, Inc.$146M AUM | 0.85% | $1M | 10.8K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.83% | $16M | 140.3K | Q1 2026 |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.80% | $2M | 13.6K | Q1 2026 |
| Fairway Wealth LLC$379M AUM | 0.78% | $3M | 25.9K | Q1 2026 |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.74% | $1M | 10.3K | Q1 2026 |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.73% | $2M | 17.9K | Q3 2025OLDER |
| EQ LLC$355M AUM | 0.70% | $2M | 21.7K | Q1 2026 |
| BCS Wealth Management$490M AUM | 0.69% | $3M | 29.4K | Q1 2026 |
| May Barnhard Investments LLC$206M AUM | 0.69% | $1M | 12.3K | Q1 2026 |
| Hegarty Advisors, LLC$127M AUM | 0.68% | $861,622 | 7.5K | Q1 2026 |
| waypoint wealth counsel$193M AUM | 0.58% | $1M | 9.8K | Q1 2026 |
| Flagship Private Wealth, LLC$246M AUM | 0.57% | $1M | 12.3K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.51% | $2M | 21.2K | Q1 2026 |
| Pachira Investments Inc.$214M AUM | 0.50% | $1M | 9.3K | Q1 2026 |
| Verum Partners LLC$527M AUM | 0.47% | $2M | 21.4K | Q1 2026 |
| INSIGHT 2811, INC.$239M AUM | 0.46% | $1M | 9.5K | Q1 2026 |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.40% | $828,958 | 7.2K | Q1 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.37% | $6M | 50.8K | Q1 2026 |
| KIECKHEFER GROUP LLC$212M AUM | 0.35% | $746,068 | 6.5K | Q1 2026 |
| Blueprint Financial Advisors LLC$675M AUM | 0.34% | $2M | 14.1K | Q3 2025OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.33% | $20M | 173.6K | Q1 2026 |
| EAGLE WEALTH STRATEGIES LLC$262M AUM | 0.32% | $724,310 | 6.3K | Q1 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 0.31% | $452,562 | 3.9K | Q1 2026 |
| F/m Investments LLC$1.5B AUM | 0.30% | $5M | 39.9K | Q1 2026 |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 0.30% | $529,137 | 4.6K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.29% | $4M | 35.3K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.28% | $6M | 55.3K | Q1 2026 |
| Financial Council, LLC$259M AUM | 0.27% | $710,568 | 6.2K | Q1 2026 |
| CERTUITY, LLC$1.5B AUM | 0.26% | $4M | 34.8K | Q1 2026 |
| CRA Financial Services, LLC$770M AUM | 0.25% | $2M | 17.0K | Q1 2026 |
| VIAWEALTH, LLC$180M AUM | 0.25% | $447,242 | 3.9K | Q1 2026 |
| Belmont Capital, LLC$657M AUM | 0.25% | $2M | 16.1K | Q2 2025OLDER |
| Valtrion Capital Management, LLC$106M AUM | 0.25% | $261,583 | 2.3K | Q1 2026 |
| Mach-1 Financial Group, LLC$284M AUM | 0.24% | $684,112 | 6.0K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 0.24% | $2M | 15.6K | Q1 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC$159M AUM | 0.24% | $376,544 | 3.0K | Q1 2026 |
| Tempo Wealth, LLC$573M AUM | 0.23% | $1M | 11.7K | Q1 2026 |
| Valued Retirements, Inc.$102M AUM | 0.23% | $238,387 | 2.1K | Q1 2026 |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.23% | $10M | 87.3K | Q3 2025OLDER |
| WEIK CAPITAL MANAGEMENT$251M AUM | 0.23% | $567,260 | 4.9K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.22% | $30M | 259.0K | Q1 2026 |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.22% | $1M | 11.3K | Q1 2026 |
| Clarity Capital Advisors, LLC$215M AUM | 0.22% | $470,114 | 4.1K | Q1 2026 |
| Blueprint Investment Partners LLC$980M AUM | 0.22% | $2M | 14.1K | Q3 2025OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 0.22% | $269,990 | 2.4K | Q4 2025OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.22% | $543,378 | 4.7K | Q1 2026 |
| Silver Coast Investments LLC$313M AUM | 0.21% | $662,421 | 5.8K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.21% | $3M | 26.7K | Q1 2026 |
| PACK Private Wealth, LLC$218M AUM | 0.21% | $447,148 | 3.9K | Q1 2026 |
| Opulen Financial Group LLC$142M AUM | 0.20% | $287,258 | 2.5K | Q1 2026 |
| Boreal Capital Management LLC$123M AUM | 0.20% | $242,952 | 2.4K | Q2 2025OLDER |
| William Howard & Co Financial Advisors Inc$129M AUM | 0.20% | $231,277 | 2.0K | Q1 2026 |
| Stordahl Capital Management, Inc.$486M AUM | 0.20% | $947,754 | 8.3K | Q1 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 0.19% | $12M | 108.0K | Q1 2026 |
| Snider Financial Group$331M AUM | 0.19% | $644,656 | 5.6K | Q1 2026 |
| Financial Freedom, LLC$201M AUM | 0.19% | $385,268 | 3.4K | Q1 2026 |
| Tribridge Partners Financial LLC$242M AUM | 0.19% | $455,525 | 3.9K | Q1 2026 |
| True North Advisors, LLC$877M AUM | 0.18% | $2M | 14.1K | Q1 2026 |
| Lebenthal Global Advisors, LLC$688M AUM | 0.18% | $1M | 10.9K | Q1 2026 |
| Gibraltar Capital Management, Inc.$581M AUM | 0.17% | $1M | 8.8K | Q1 2026 |
| REBALANCE, LLC$1.7B AUM | 0.17% | $3M | 25.8K | Q1 2026 |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.17% | $2M | 13.2K | Q1 2026 |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.17% | $249,773 | 2.3K | Q1 2026 |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.17% | $456,334 | 4.0K | Q1 2026 |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.17% | $2M | 15.0K | Q1 2026 |
| THOMPSON DAVIS & CO., INC.$150M AUM | 0.17% | $249,755 | 2.2K | Q1 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.17% | $706,779 | 6.2K | Q1 2026 |
| First American Bank$1.6B AUM | 0.16% | $3M | 22.6K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.16% | $41M | 353.9K | Q1 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.16% | $1M | 9.0K | Q1 2026 |
| Investment Partners Asset Management, Inc.$162M AUM | 0.16% | $257,449 | 2.2K | Q1 2026 |
| Principia Wealth Advisory, LLC$160M AUM | 0.16% | $251,225 | 2.3K | Q4 2025OLDER |
| McLean Asset Management Corp$572M AUM | 0.16% | $891,655 | 7.8K | Q1 2026 |
| Blackhawk Capital Partners, LLC$273M AUM | 0.15% | $332,642 | 3.3K | Q2 2025OLDER |
| Coastline Trust Co$1.0B AUM | 0.14% | $1M | 12.4K | Q1 2026 |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.14% | $1M | 9.6K | Q1 2026 |
| Taylor Hoffman Capital Management LLC$325M AUM | 0.14% | $453,278 | 3.9K | Q1 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 0.14% | $410,261 | 3.6K | Q1 2026 |
| Lee-Kelleher Wealth Management$168M AUM | 0.14% | $227,708 | 2.0K | Q1 2026 |
| Painted Porch Advisors LLC$210M AUM | 0.13% | $266,061 | 2.3K | Q1 2026 |
| Accel Wealth Management$383M AUM | 0.12% | $477,818 | 4.2K | Q1 2026 |
| FourThought Financial Partners, LLC$1.2B AUM | 0.12% | $1M | 12.4K | Q1 2026 |
| Northstar Group, Inc.$707M AUM | 0.12% | $816,348 | 7.1K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.11% | $2M | 20.5K | Q1 2026 |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 0.11% | $283,894 | 2.5K | Q1 2026 |
| American State Bank (Iowa)$247M AUM | 0.11% | $236,090 | 2.1K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.11% | $23M | 202.9K | Q1 2026 |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.11% | $1M | 11.1K | Q1 2026 |
| Whitcomb & Hess, Inc.$463M AUM | 0.11% | $479,071 | 4.2K | Q1 2026 |
| Peak Planning Group, LLC$228M AUM | 0.10% | $359,067 | 3.2K | Q4 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.10% | $5M | 40.0K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.10% | $9M | 76.8K | Q1 2026 |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.10% | $2M | 19.8K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.09% | $536,945 | 4.7K | Q1 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.09% | $346,901 | 3.0K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.09% | $5M | 46.0K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.09% | $6M | 49.0K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.08% | $11M | 95.0K | Q1 2026 |
| Grant Street Asset Management, Inc.$519M AUM | 0.08% | $432,759 | 3.8K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.08% | $71M | 617.0K | Q1 2026 |
| Cornerstone Financial Management LLC$109M AUM | 0.08% | $89,567 | 780 | Q1 2026 |
| Ironwood Financial, llc$573M AUM | 0.08% | $460,948 | 4.0K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.08% | $598,609 | 5.2K | Q1 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.08% | $1M | 12.5K | Q1 2026 |
| Factor Wealth Management LTD$661M AUM | 0.08% | $405,654 | 3.5K | Q1 2026 |
| Integris Wealth Management, LLC$495M AUM | 0.07% | $324,382 | 2.8K | Q1 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.07% | $528,218 | 4.6K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.07% | $51M | 446.7K | Q1 2026 |
| HBK Sorce Advisory LLC$5.0B AUM | 0.07% | $4M | 28.4K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.07% | $973,553 | 8.5K | Q1 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.07% | $1M | 9.9K | Q1 2026 |
| Affiance Financial, LLC$695M AUM | 0.07% | $425,445 | 3.7K | Q1 2026 |
| Zuckerman Investment Group, LLC$1.1B AUM | 0.07% | $732,615 | 6.4K | Q1 2026 |
| Prostatis Group LLC$391M AUM | 0.07% | $261,468 | 2.3K | Q1 2026 |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.06% | $407,647 | 3.5K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.06% | $154,544 | 1.3K | Q1 2026 |
| Cordatus Wealth Management LLC$420M AUM | 0.06% | $268,127 | 2.3K | Q1 2026 |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.06% | $1M | 11.1K | Q1 2026 |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.06% | $226,789 | 2.0K | Q1 2026 |
| Financial Advisors, LLC$564M AUM | 0.06% | $344,666 | 3.1K | Q3 2025OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.06% | $1M | 11.0K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.06% | $3M | 22.4K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.06% | $5M | 47.7K | Q1 2026 |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.06% | $471,033 | 4.1K | Q1 2026 |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.06% | $554,661 | 5.5K | Q2 2025OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.05% | $571,050 | 5.0K | Q1 2026 |
| MYCIO WEALTH PARTNERS, LLC$502M AUM | 0.05% | $262,189 | 2.3K | Q1 2026 |
| Evernest Financial Advisors, LLC$481M AUM | 0.05% | $230,137 | 1.9K | Q4 2025OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.05% | $395,724 | 3.4K | Q1 2026 |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.05% | $396,393 | 3.5K | Q1 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 0.05% | $727,756 | 6.3K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.04% | $8M | 68.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $29M | 251.3K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.04% | $665,344 | 5.8K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.04% | $80,125 | 698 | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.04% | $3M | 29.4K | Q1 2026 |
| Breakwater Investment Management$269M AUM | 0.04% | $98,869 | 861 | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.04% | $2M | 13.3K | Q1 2026 |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.04% | $287,994 | 2.5K | Q1 2026 |
| Asset One Wealth Management LLC$904M AUM | 0.04% | $321,742 | 2.6K | Q1 2026 |
| Johnson Bixby & Associates, LLC$806M AUM | 0.04% | $285,467 | 2.5K | Q1 2026 |
| Summit Financial Strategies, Inc.$1.3B AUM | 0.03% | $434,402 | 3.8K | Q1 2026 |
| American Trust$1.1B AUM | 0.03% | $382,729 | 3.3K | Q1 2026 |
| Hemenway Trust Co LLC$1.2B AUM | 0.03% | $417,292 | 3.6K | Q1 2026 |
| TruNorth Capital Management, LLC$522M AUM | 0.03% | $169,461 | 1.5K | Q3 2025OLDER |
| WNY Asset Management, LLC$967M AUM | 0.03% | $318,653 | 2.8K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.03% | $589,537 | 5.1K | Q1 2026 |
| Operose Advisors LLC$431M AUM | 0.03% | $137,337 | 1.2K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.03% | $1M | 8.7K | Q1 2026 |
| JT Stratford LLC$786M AUM | 0.03% | $244,243 | 2.1K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.03% | $427,245 | 3.7K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.03% | $479,193 | 4.3K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.03% | $655,274 | 5.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $26M | 224.5K | Q1 2026 |
| Advisor OS, LLC$1.4B AUM | 0.03% | $376,443 | 3.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $19M | 169.4K | Q1 2026 |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.03% | $339,538 | 3.1K | Q4 2025OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.03% | $45,474 | 396 | Q1 2026 |
| Accurate Wealth Management, LLC$831M AUM | 0.02% | $206,191 | 1.7K | Q1 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 0.02% | $234,827 | 2.0K | Q1 2026 |
| Continuum Advisory, LLC$1.0B AUM | 0.02% | $253,430 | 2.2K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $1M | 11.6K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.02% | $651,099 | 5.8K | Q1 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.02% | $333,696 | 2.9K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $286,746 | 2.3K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $865,473 | 7.5K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $5M | 41.7K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.02% | $652,581 | 5.7K | Q1 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.02% | $597,459 | 5.9K | Q2 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.02% | $2M | 16.1K | Q1 2026 |
| Owl Creek Wealth Partners LLC$281M AUM | 0.02% | $60,040 | 523 | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $4M | 36.1K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.02% | $59,805 | 519 | Q1 2026 |
| Cranbrook Wealth Management, LLC$492M AUM | 0.02% | $95,309 | 830 | Q1 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.02% | $276,511 | 2.4K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.02% | $1M | 12.2K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.02% | $2M | 18.3K | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.02% | $33,954 | 306 | Q4 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.02% | $137,754 | 1.2K | Q4 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.02% | $1M | 11.2K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.02% | $481,708 | 4.2K | Q1 2026 |
| National Philanthropic Trust$3.8B AUM | 0.02% | $781,753 | 7.7K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.02% | $27M | 238.6K | Q1 2026 |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.02% | $46,391 | 404 | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.02% | $56,611 | 493 | Q1 2026 |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.02% | $2M | 16.1K | Q4 2025OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.02% | $580,006 | 5.1K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $915,906 | 7.4K | Q1 2026 |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.02% | $145,490 | 1.3K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.02% | $201,667 | 1.8K | Q4 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.02% | $3M | 28.7K | Q2 2025OLDER |
| Good Life Advisors, LLC$1.6B AUM | 0.02% | $248,306 | 2.5K | Q2 2025OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.02% | $1M | 9.0K | Q1 2026 |
| Johnson Financial Group, LLC$1.5B AUM | 0.02% | $228,167 | 2.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $5M | 47.6K | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.02% | $74,509 | 674 | Q3 2025OLDER |
| Key FInancial Inc$562M AUM | 0.02% | $84,630 | 737 | Q1 2026 |
| Bristlecone Advisors, LLC$1.2B AUM | 0.01% | $176,141 | 1.7K | Q2 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $10M | 88.3K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $8M | 122.3K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $450,083 | 3.8K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $212,718 | 1.9K | Q3 2025OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 0.01% | $14,928 | 130 | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $44M | 380.4K | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.01% | $47,999 | 418 | Q1 2026 |
| Raleigh Capital Management Inc.$290M AUM | 0.01% | $37,320 | 325 | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $414,917 | 3.6K | Q1 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 0.01% | $22,277 | 194 | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $52M | 455.4K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.01% | $488,602 | 4.3K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $4M | 35.8K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.01% | $203,823 | 1.8K | Q1 2026 |
| 71 West Capital Partners$2.3B AUM | 0.01% | $266,291 | 2.3K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.01% | $232,237 | 2.0K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $2M | 13.5K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $383,992 | 3.3K | Q1 2026 |
| Fund Evaluation Group, LLC$3.3B AUM | 0.01% | $369,293 | 3.2K | Q1 2026 |
| GREENLEAF TRUST$10.2B AUM | 0.01% | $1M | 9.9K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $445,492 | 3.9K | Q1 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.01% | $2M | 13.1K | Q1 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $600,169 | 5.2K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $591,708 | 5.2K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 24.7K | Q1 2026 |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.01% | $252,683 | 2.2K | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.01% | $41,928 | 365 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 16.7K | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.01% | $67,521 | 588 | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.01% | $24,254 | 211 | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $295,536 | 2.6K | Q1 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM | 0.01% | $177,088 | 1.5K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $3M | 25.7K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $5M | 42.5K | Q1 2026 |
| Your Advocates Ltd., LLP$328M AUM | 0.01% | $26,408 | 238 | Q4 2025OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.01% | $17,224 | 150 | Q1 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 0.01% | $89,338 | 778 | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.01% | $549,576 | 4.8K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $43M | 378.2K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $112,074 | 976 | Q1 2026 |
| Arlington Trust Co LLC$1.2B AUM | 0.01% | $91,634 | 798 | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $216,810 | 1.9K | Q1 2026 |
| Midwest Capital Advisors, LLC$214M AUM | 0.01% | $16,644 | 150 | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $113,247 | 981 | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $8M | 72.6K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 13.2K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $101M | 881.4K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $28M | 242.5K | Q1 2026 |
| Richardson Capital Management LLC$207M AUM | 0.01% | $15,272 | 133 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $42M | 363.2K | Q1 2026 |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.01% | $315,208 | 2.7K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $154,615 | 8.2K | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.01% | $17,684 | 154 | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.01% | $293,735 | 2.6K | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.01% | $13,205 | 115 | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.01% | $712,727 | 7.0K | Q2 2025OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $569,902 | 5.0K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $510,535 | 4.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $41M | 356.7K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.01% | $479,339 | 3.8K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 10.1K | Q1 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.01% | $17,799 | 155 | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.01% | $144,915 | 1.3K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $533,392 | 4.8K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $166,549 | 1.4K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $683,210 | 6.0K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $86M | 771.7K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $317,129 | 2.8K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $445,282 | 4.0K | Q3 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $254,508 | 2.2K | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.00% | $30,201 | 263 | Q1 2026 |
| Bellwether Advisors, LLC$590M AUM | 0.00% | $28,344 | 280 | Q2 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $423,126 | 3.7K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $4M | 39.0K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $596,820 | 5.9K | Q2 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $646,867 | 5.7K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $952,859 | 8.3K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.00% | $52,538 | 519 | Q2 2025OLDER |
| Curi Capital, LLC$5.6B AUM | 0.00% | $215,094 | 1.9K | Q3 2025OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.00% | $244,969 | 2.2K | Q4 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $237,948 | 2.1K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $49,658 | 432 | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.00% | $16,637 | 145 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $33M | 285.5K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $346,658 | 3.0K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $279,194 | 2.4K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $485,959 | 4.2K | Q1 2026 |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.00% | $38,665 | 350 | Q3 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $282,252 | 2.5K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $127,752 | 1.3K | Q2 2025OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $155,135 | 1.4K | Q1 2026 |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $31,808 | 277 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $156,513 | 1.4K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $4M | 39.1K | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $17,684 | 154 | Q1 2026 |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $11,483 | 100 | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $517,194 | 4.5K | Q1 2026 |
| Horizons Wealth Management$152M AUM | 0.00% | $4,134 | 36 | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $204,527 | 1.8K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $658,880 | 5.9K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $9M | 82.1K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $39M | 351.3K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $449,838 | 3.9K | Q1 2026 |
| MOTCO$1.1B AUM | 0.00% | $25,521 | 230 | Q4 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $234,253 | 2.0K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $547,229 | 4.8K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $1M | 11.7K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $717,113 | 6.2K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $24,677 | 233 | Q2 2025OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $5,770 | 52 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $4M | 38.9K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 12.3K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1M | 8.7K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $33,423 | 291 | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $242,251 | 2.1K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $224,693 | 2.0K | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $13,915 | 109 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $109,586 | 992 | Q3 2025OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $21,244 | 185 | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $25,952 | 226 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $336,452 | 2.9K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $265,884 | 2.3K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $17,623 | 152 | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $27,626 | 241 | Q1 2026 |
| City State Bank$385M AUM | 0.00% | $5,742 | 50 | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $940,803 | 8.2K | Q1 2026 |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $2,663 | 24 | Q4 2025OLDER |
| Rathbones Group PLC$50.6B AUM | 0.00% | $324,781 | 2.9K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $136,219 | 1.2K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $235,985 | 2.1K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $667,737 | 5.8K | Q1 2026 |
| Community Bank, N.A.$840M AUM | 0.00% | $9,645 | 84 | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $31,004 | 270 | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $852,843 | 7.5K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $290,631 | 2.9K | Q2 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $12,776 | 111 | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $788,232 | 6.9K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $202,460 | 2.0K | Q2 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $4,479 | 39 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $232,220 | 2.0K | Q1 2026 |
| Davidson Capital Management Inc.$552M AUM | 0.00% | $3,995 | 36 | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $35,827 | 312 | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $411,662 | 3.7K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $597,257 | 5.9K | Q2 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $28,937 | 252 | Q1 2026 |
| REAP Financial Group, LLC$507M AUM | 0.00% | $3,904 | 34 | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $369,064 | 3.2K | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $5,313 | 46 | Q1 2026 |
| Gleason Group, Inc.$1.0B AUM | 0.00% | $7,315 | 64 | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $22,966 | 200 | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $302,330 | 2.6K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $18,258 | 159 | Q1 2026 |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $8,268 | 72 | Q1 2026 |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $404,920 | 4.0K | Q2 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $3M | 22.4K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $382,728 | 3.3K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $279,611 | 2.4K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $80,841 | 704 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $9,300 | 78 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $478,948 | 4.2K | Q1 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $6,634 | 60 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $711,265 | 6.2K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $72,383 | 630 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 23.6K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $19,640 | 177 | Q4 2025OLDER |
| Christopher J. Hasenberg, Inc$269M AUM | 0.00% | $911 | 9 | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $125,060 | 1.1K | Q1 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.00% | $2,870 | 25 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $1,608 | 14 | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $930 | 8 | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $251,492 | 2.2K | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.00% | $2,054 | 20 | Q2 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $2,756 | 24 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 18.6K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $29,052 | 253 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $2,985 | 26 | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $5,627 | 49 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $12,325 | 107 | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $11,483 | 100 | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $445,081 | 3.9K | Q1 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $1,722 | 15 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $837,340 | 7.3K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $919 | 8 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $3,789 | 33 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $67,353 | 607 | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $632,484 | 5.5K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $1M | 9.5K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $77,568 | 676 | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $1,263 | 11 | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $1,034 | 9 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $1,148 | 10 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $514,835 | 4.5K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $4,708 | 41 | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $234,638 | 2.1K | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $12,631 | 110 | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $1,110 | 10 | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1,148 | 10 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.