VMBSVANGUARD SCOTTSDALE FDS
CUSIP 92206C771 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Scottsdale Fds (VMBS) has 707 institutional holders in Filings Flow’s 13F database, together reporting 284.23M shares worth $13.3B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Envestnet Asset Management Inc, and Jpmorgan Chase & Co.
Institutional Holders
707
Q1 2026
Reported Value
$13.3B
Ticker
VMBS
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 | 0.19% | $2.6B | 56.31M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.34% | $1.3B | 27.33M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.07% | $1.2B | 24.84M | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.09% | $489M | 10.42M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.08% | $441M | 9.39M | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.85% | $416M | 8.85M | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.38% | $408M | 8.69M | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 3.43% | $343M | 7.32M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.10% | $316M | 6.74M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.08% | $296M | 6.31M | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 5.15% | $248M | 5.29M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.04% | $248M | 5.28M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.01% | $248M | 5.28M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.06% | $238M | 5.07M | Q1 2026 |
| LINCOLN NATIONAL CORP$3.5B AUM | 5.15% | $178M | 3.79M | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 1.29% | $142M | 3.02M | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.13% | $118M | 2.52M | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.02% | $112M | 2.39M | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.40% | $109M | 2.32M | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.42% | $107M | 2.27M | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $86M | 1.82M | Q1 2026 |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 1.91% | $75M | 1.60M | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.89% | $75M | 1.59M | Q1 2026 |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 2.31% | $70M | 1.49M | Q1 2026 |
| Ally Invest Advisors Inc.$1.5B AUM | 4.59% | $68M | 1.45M | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.13% | $65M | 1.39M | Q1 2026 |
| Angeles Investment Advisors, LLC$1.5B AUM | 4.37% | $65M | 1.39M | Q1 2026 |
| FIRST INTERSTATE BANK$1.8B AUM | 3.64% | $65M | 1.38M | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.47% | $64M | 1.36M | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.16% | $61M | 1.30M | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.06% | $60M | 1.27M | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.06% | $59M | 1.26M | Q1 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 3.79% | $51M | 1.09M | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 7.73% | $49M | 1.05M | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.02% | $46M | 990.0K | Q2 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.11% | $46M | 971.7K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.72% | $45M | 957.1K | Q1 2026 |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 0.89% | $44M | 939.6K | Q1 2026 |
| BANK OF HAWAII$1.9B AUM | 2.28% | $44M | 926.6K | Q1 2026 |
| Bell Bank$2.4B AUM | 1.79% | $42M | 897.9K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.74% | $41M | 885.9K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.06% | $40M | 858.5K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.01% | $40M | 857.1K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.07% | $39M | 840.8K | Q1 2026 |
| SOFI WEALTH, LLC$2.1B AUM | 1.88% | $39M | 832.5K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.05% | $38M | 808.8K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.08% | $38M | 800.1K | Q1 2026 |
| 1832 Asset Management L.P.$108.8B AUM | 0.03% | $37M | 792.5K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.19% | $34M | 723.0K | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 1.74% | $33M | 720.0K | Q2 2025OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.47% | $33M | 708.8K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.56% | $33M | 696.1K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.28% | $33M | 695.8K | Q1 2026 |
| Evergreen Advisors, LLC$426M AUM | 7.64% | $33M | 692.8K | Q1 2026 |
| Goodman Financial Corp$582M AUM | 5.42% | $32M | 671.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $31M | 668.5K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.39% | $31M | 662.2K | Q1 2026 |
| HBK Sorce Advisory LLC$5.0B AUM | 0.60% | $30M | 645.8K | Q1 2026 |
| POWER WEALTH MANAGEMENT LLC$269M AUM | 11.11% | $30M | 636.0K | Q1 2026 |
| SEVEN MILE ADVISORY$139M AUM | 4.92% | $29M | 608.5K | Q4 2025OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 3.21% | $28M | 597.3K | Q3 2025OLDER |
| Parkside Advisors LLC$455M AUM | 5.93% | $27M | 582.8K | Q2 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.04% | $27M | 565.3K | Q1 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 1.44% | $26M | 547.6K | Q1 2026 |
| Acropolis Investment Management, LLC$2.3B AUM | 1.11% | $25M | 535.8K | Q1 2026 |
| Employees' Retirement Fund of the City of Fort Worth$230M AUM | 10.83% | $25M | 531.6K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.02% | $25M | 525.6K | Q1 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.02% | $24M | 516.5K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.10% | $24M | 510.3K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.53% | $24M | 503.5K | Q1 2026 |
| SYON CAPITAL LLC$2.0B AUM | 1.15% | $23M | 487.3K | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.90% | $23M | 485.6K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 1.33% | $22M | 477.4K | Q1 2026 |
| Hamilton Capital, LLC$1.9B AUM | 1.16% | $22M | 476.6K | Q1 2026 |
| Intelligence Driven Advisers, LLC$574M AUM | 3.88% | $22M | 473.9K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.70% | $22M | 465.4K | Q4 2025OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.17% | $22M | 467.6K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.06% | $22M | 463.0K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.58% | $22M | 460.8K | Q1 2026 |
| SeaBridge Investment Advisors LLC$591M AUM | 3.59% | $21M | 451.8K | Q1 2026 |
| PROFFITT & GOODSON INC$649M AUM | 3.12% | $20M | 430.5K | Q1 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 3.22% | $20M | 429.0K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $20M | 426.8K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.47% | $20M | 427.5K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 4.48% | $20M | 424.8K | Q1 2026 |
| United Asset Strategies, Inc.$1.3B AUM | 1.56% | $20M | 418.8K | Q1 2026 |
| Whitcomb & Hess, Inc.$463M AUM | 4.46% | $19M | 406.9K | Q1 2026 |
| Strategic Investment Advisors / MI$1.4B AUM | 1.30% | $19M | 401.3K | Q1 2026 |
| RKL Wealth Management LLC$1.1B AUM | 1.68% | $19M | 397.4K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.09% | $18M | 393.5K | Q1 2026 |
| Quantum Financial Advisors, LLC$1.0B AUM | 2.04% | $18M | 387.3K | Q1 2026 |
| Clark Asset Management, LLC$1.3B AUM | 1.71% | $18M | 387.2K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.55% | $18M | 384.3K | Q1 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.15% | $18M | 381.7K | Q1 2026 |
| ZEVIN ASSET MANAGEMENT LLC$723M AUM | 2.36% | $17M | 364.2K | Q1 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.71% | $17M | 360.0K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.05% | $17M | 359.9K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.07% | $17M | 355.4K | Q1 2026 |
| CAPITAL INSIGHT PARTNERS, LLC$0 AUM | 3.47% | $16M | 347.9K | Q4 2025OLDER |
| Windward Private Wealth Management Inc.$289M AUM | 5.57% | $16M | 343.1K | Q1 2026 |
| 1607 Capital Partners, LLC$1.4B AUM | 1.13% | $16M | 334.9K | Q1 2026 |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.66% | $16M | 331.4K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.03% | $15M | 329.2K | Q1 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC$167M AUM | 9.26% | $15M | 328.7K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.06% | $15M | 328.1K | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.26% | $15M | 327.2K | Q1 2026 |
| Vectors Research Management, LLC$342M AUM | 4.44% | $15M | 323.9K | Q1 2026 |
| Family CFO Inc$223M AUM | 6.79% | $15M | 322.9K | Q1 2026 |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 1.89% | $15M | 321.8K | Q1 2026 |
| MA Private Wealth$591M AUM | 2.51% | $15M | 316.0K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.03% | $15M | 312.7K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 1.57% | $15M | 311.5K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.85% | $15M | 310.3K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.08% | $14M | 305.3K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.26% | $14M | 303.3K | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.48% | $14M | 302.2K | Q1 2026 |
| eCIO, Inc.$228M AUM | 6.23% | $14M | 302.1K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $14M | 300.4K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.28% | $14M | 299.2K | Q1 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$390M AUM | 3.96% | $14M | 294.9K | Q1 2026 |
| Money Design Co.,Ltd.$2.1B AUM | 0.63% | $13M | 290.0K | Q2 2025OLDER |
| FLC Capital Advisors$560M AUM | 2.39% | $13M | 285.1K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.22% | $13M | 270.4K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.06% | $12M | 265.9K | Q1 2026 |
| Level Financial Advisors$392M AUM | 3.12% | $12M | 260.3K | Q1 2026 |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.82% | $12M | 258.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.05% | $12M | 257.0K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.25% | $11M | 244.6K | Q1 2026 |
| Sensible Financial Planning & Management, LLC.$551M AUM | 2.05% | $11M | 240.4K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.02% | $11M | 239.1K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.13% | $11M | 239.1K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $11M | 237.2K | Q1 2026 |
| Evolution Advisers, Inc.$237M AUM | 4.60% | $11M | 232.2K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.02% | $11M | 230.3K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.12% | $11M | 227.5K | Q1 2026 |
| VCI Wealth Management LLC$361M AUM | 2.89% | $10M | 221.8K | Q1 2026 |
| United Capital Management of KS, Inc.$660M AUM | 1.57% | $10M | 220.5K | Q1 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.55% | $10M | 217.4K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.49% | $10M | 214.9K | Q1 2026 |
| Cravens & Co Advisors, LLC$154M AUM | 6.54% | $10M | 214.5K | Q1 2026 |
| Dynamic Wealth Strategies, LLC$173M AUM | 5.69% | $10M | 209.4K | Q1 2026 |
| ALPS ADVISORS INC$21.3B AUM | 0.05% | $10M | 207.2K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.02% | $10M | 206.5K | Q1 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.02% | $10M | 204.7K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.26% | $10M | 204.5K | Q1 2026 |
| Obsidian Personal Planning Solutions LLC$288M AUM | 3.15% | $9M | 192.1K | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $9M | 188.4K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.05% | $9M | 187.3K | Q1 2026 |
| Mendota Financial Group, LLC$161M AUM | 6.42% | $9M | 184.6K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.04% | $9M | 182.9K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.31% | $9M | 183.7K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.08% | $9M | 182.3K | Q1 2026 |
| SWS Partners$405M AUM | 2.09% | $8M | 180.9K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.39% | $8M | 179.7K | Q1 2026 |
| Christopher J. Hasenberg, Inc$269M AUM | 3.07% | $8M | 178.1K | Q2 2025OLDER |
| ONE Advisory Partners, LLC$324M AUM | 2.51% | $8M | 173.3K | Q1 2026 |
| Sovereign Investment Advisors, LLC$472M AUM | 1.71% | $8M | 172.1K | Q1 2026 |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.06% | $8M | 170.8K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.18% | $8M | 165.6K | Q1 2026 |
| LEUTHOLD GROUP, LLC$939M AUM | 0.83% | $8M | 165.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $8M | 167.2K | Q2 2025OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.03% | $8M | 163.8K | Q1 2026 |
| Marion Wealth Management$451M AUM | 1.69% | $8M | 162.5K | Q1 2026 |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 3.63% | $7M | 157.6K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $7M | 157.1K | Q1 2026 |
| Connecticut Capital Management Group, LLC$106M AUM | 6.92% | $7M | 156.0K | Q1 2026 |
| EFG International AG$4.7B AUM | 0.16% | $7M | 155.9K | Q1 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.80% | $7M | 155.5K | Q1 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.94% | $7M | 153.4K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.40% | $7M | 150.8K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.11% | $7M | 149.5K | Q1 2026 |
| Bay Harbor Wealth Management, LLC$386M AUM | 1.81% | $7M | 148.4K | Q1 2026 |
| SigFig Wealth Management, LLC$3.8B AUM | 0.20% | $7M | 148.2K | Q1 2026 |
| EFG Private Wealth Management (Americas) Corp.$579M AUM | 1.18% | $7M | 146.0K | Q3 2025OLDER |
| Hobart Private Capital, LLC$583M AUM | 1.34% | $7M | 145.4K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.75% | $7M | 145.2K | Q1 2026 |
| Arrowroot Family Office, LLC$302M AUM | 2.21% | $7M | 142.5K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.06% | $7M | 140.4K | Q1 2026 |
| PLANWISER FINANCIAL, LLC$138M AUM | 4.77% | $7M | 139.7K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.07% | $6M | 137.5K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.10% | $6M | 134.8K | Q1 2026 |
| Centennial Bank/AR/$279M AUM | 2.26% | $6M | 134.3K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.14% | $6M | 134.1K | Q2 2025OLDER |
| F/m Investments LLC$1.5B AUM | 0.22% | $6M | 133.6K | Q2 2025OLDER |
| Forthright Family Wealth Advisory LLC$177M AUM | 4.14% | $6M | 135.4K | Q1 2026 |
| Parker Financial LLC$250M AUM | 2.47% | $6M | 131.7K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.10% | $6M | 129.1K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 1.04% | $6M | 127.8K | Q1 2026 |
| Worth Asset Management, LLC$313M AUM | 2.23% | $6M | 127.4K | Q1 2026 |
| Chandler Asset Management, Inc.$659M AUM | 0.89% | $6M | 125.5K | Q1 2026 |
| Unison Advisors LLC$1.3B AUM | 0.45% | $6M | 125.3K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $6M | 125.0K | Q1 2026 |
| DiPaolo Financial Group, Inc.$153M AUM | 4.23% | $6M | 123.7K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.15% | $6M | 117.6K | Q1 2026 |
| SWP FINANCIAL LLC$196M AUM | 2.79% | $5M | 116.5K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.20% | $5M | 115.8K | Q1 2026 |
| Prudent Man Advisors, LLC$334M AUM | 1.62% | $5M | 114.9K | Q1 2026 |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 0.99% | $5M | 112.2K | Q3 2025OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.68% | $5M | 111.7K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.30% | $5M | 111.2K | Q1 2026 |
| Finhabits Advisors LLC$108M AUM | 4.75% | $5M | 109.7K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.07% | $5M | 106.8K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.05% | $5M | 108.1K | Q2 2025OLDER |
| OneAscent Investment Solutions LLC$100M AUM | 4.99% | $5M | 106.3K | Q1 2026 |
| NewSquare Capital LLC$1.2B AUM | 0.43% | $5M | 106.2K | Q1 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.88% | $5M | 105.9K | Q1 2026 |
| Hilltop Partners LLC$390M AUM | 1.24% | $5M | 103.0K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.07% | $5M | 101.4K | Q1 2026 |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/$190M AUM | 2.47% | $5M | 100.0K | Q1 2026 |
| Aspire Private Capital, LLC$443M AUM | 1.05% | $5M | 99.0K | Q1 2026 |
| Leeward Financial Partners, LLC$336M AUM | 1.36% | $5M | 97.1K | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 0.89% | $5M | 97.4K | Q2 2025OLDER |
| Columbus Macro, LLC$936M AUM | 0.48% | $5M | 96.0K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $4M | 95.7K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.15% | $4M | 95.6K | Q1 2026 |
| Arcadia Wealth Management, LLC$276M AUM | 1.61% | $4M | 95.0K | Q1 2026 |
| Unify Financial Advisors$96M AUM | 4.60% | $4M | 94.3K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $4M | 92.8K | Q1 2026 |
| Center For Asset Management LLC$201M AUM | 2.10% | $4M | 90.2K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.29% | $4M | 89.5K | Q1 2026 |
| Accurate Wealth Management, LLC$831M AUM | 0.50% | $4M | 88.9K | Q1 2026 |
| First Financial Bank - Trust Division$1.4B AUM | 0.34% | $4M | 88.8K | Q1 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.77% | $4M | 87.7K | Q1 2026 |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.68% | $4M | 87.5K | Q1 2026 |
| Cornerstone Financial Management LLC$109M AUM | 3.72% | $4M | 86.3K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $4M | 85.2K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $4M | 84.7K | Q1 2026 |
| Diversified Portfolios, Inc.$1.2B AUM | 0.33% | $4M | 84.6K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.30% | $4M | 83.7K | Q1 2026 |
| Keystone Global Partners, LLC$265M AUM | 1.74% | $4M | 83.4K | Q1 2026 |
| Seneca Financial Advisors LLC$341M AUM | 1.14% | $4M | 83.0K | Q1 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.68% | $4M | 82.8K | Q1 2026 |
| RATIONAL ADVISORS, INC.$980M AUM | 0.39% | $4M | 82.4K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $4M | 82.2K | Q1 2026 |
| FC Advisory LLC$378M AUM | 1.12% | $4M | 81.6K | Q1 2026 |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.19% | $4M | 81.1K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.05% | $4M | 81.0K | Q1 2026 |
| Capital Investment Management, Inc.$291M AUM | 1.30% | $4M | 80.8K | Q1 2026 |
| Alternative Investment Advisors, LLC.$229M AUM | 1.63% | $4M | 79.5K | Q1 2026 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.18% | $4M | 77.7K | Q3 2025OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 0.33% | $4M | 77.6K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.45% | $4M | 76.8K | Q3 2025OLDER |
| SYKON CAPITAL LLC$300M AUM | 1.16% | $4M | 76.6K | Q4 2025OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.11% | $4M | 76.3K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.04% | $4M | 75.6K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.09% | $3M | 72.1K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.02% | $3M | 69.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.04% | $3M | 69.0K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3M | 68.7K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 69.0K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.04% | $3M | 68.1K | Q1 2026 |
| Grey Ledge Advisors, LLC$443M AUM | 0.72% | $3M | 67.9K | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.80% | $3M | 67.8K | Q1 2026 |
| Hirtle & Co., LLC$2.9B AUM | 0.11% | $3M | 67.3K | Q1 2026 |
| EQUITY INVESTMENT CORP$5.1B AUM | 0.06% | $3M | 67.2K | Q1 2026 |
| Claro Advisors Inc.$830M AUM | 0.38% | $3M | 66.4K | Q1 2026 |
| MAS Advisors LLC$63M AUM | 4.90% | $3M | 65.9K | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $3M | 65.9K | Q1 2026 |
| Bulwark Capital Corp$178M AUM | 1.89% | $3M | 65.2K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.12% | $3M | 64.8K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $3M | 62.2K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $3M | 61.4K | Q4 2025OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.35% | $3M | 61.1K | Q1 2026 |
| Seek First Inc.$142M AUM | 2.01% | $3M | 60.8K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $3M | 60.4K | Q1 2026 |
| WFA of San Diego, LLC$125M AUM | 2.27% | $3M | 60.1K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $3M | 58.9K | Q1 2026 |
| TriaGen Wealth Management LLC$366M AUM | 0.75% | $3M | 58.6K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.03% | $3M | 58.5K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.04% | $3M | 58.2K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $3M | 57.8K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.20% | $3M | 57.5K | Q4 2025OLDER |
| TRAN CAPITAL MANAGEMENT, L.P.$728M AUM | 0.37% | $3M | 57.3K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.19% | $3M | 56.7K | Q1 2026 |
| Seed Wealth Management, Inc.$145M AUM | 1.83% | $3M | 56.7K | Q1 2026 |
| Retirement Wealth Solutions LLC$181M AUM | 1.65% | $3M | 55.8K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.03% | $3M | 55.3K | Q1 2026 |
| Veridan Wealth LLC$270M AUM | 0.91% | $2M | 52.5K | Q1 2026 |
| Certus Wealth Management, LLC$167M AUM | 1.47% | $2M | 52.3K | Q3 2025OLDER |
| CGN Advisors LLC$1.4B AUM | 0.19% | $2M | 52.2K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.05% | $2M | 51.8K | Q1 2026 |
| Graetz Wealth LLC$112M AUM | 2.17% | $2M | 51.8K | Q1 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.25% | $2M | 51.7K | Q1 2026 |
| AXS Investments LLC$248M AUM | 0.97% | $2M | 51.4K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $2M | 51.3K | Q1 2026 |
| CacheTech Inc.$519M AUM | 0.46% | $2M | 51.1K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 50.3K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $2M | 50.6K | Q2 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 49.7K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.09% | $2M | 49.1K | Q1 2026 |
| LifePlan Financial, LLC$135M AUM | 1.69% | $2M | 48.8K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $2M | 48.0K | Q1 2026 |
| ENTRUST FINANCIAL LLC$143M AUM | 1.57% | $2M | 47.9K | Q1 2026 |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 1.37% | $2M | 47.5K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.03% | $2M | 47.3K | Q1 2026 |
| Ridgewood Investments LLC$244M AUM | 0.90% | $2M | 47.1K | Q1 2026 |
| CONTINENTAL INVESTORS SERVICES, INC.$106M AUM | 2.09% | $2M | 47.1K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 0.19% | $2M | 44.1K | Q1 2026 |
| Adams Wealth Management$455M AUM | 0.45% | $2M | 44.0K | Q1 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.24% | $2M | 42.7K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.04% | $2M | 42.3K | Q1 2026 |
| Lutz Financial Services LLC$1.5B AUM | 0.13% | $2M | 41.7K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 41.5K | Q1 2026 |
| TRUE Private Wealth Advisors$1.0B AUM | 0.19% | $2M | 41.6K | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.05% | $2M | 41.3K | Q1 2026 |
| Thrive Capital Management, LLC$456M AUM | 0.42% | $2M | 41.1K | Q1 2026 |
| Security Financial Services, INC.$632M AUM | 0.30% | $2M | 40.7K | Q1 2026 |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 1.18% | $2M | 40.6K | Q1 2026 |
| OBSIDIAN CIO, LLC$111M AUM | 1.67% | $2M | 39.6K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.11% | $2M | 39.2K | Q1 2026 |
| M Holdings Securities, Inc.$1.5B AUM | 0.12% | $2M | 39.2K | Q1 2026 |
| Clifford Group, LLC$130M AUM | 1.51% | $2M | 39.6K | Q2 2025OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.44% | $2M | 38.9K | Q1 2026 |
| BDFS Capital LLC$230M AUM | 0.87% | $2M | 38.4K | Q1 2026 |
| Randall & Associates Wealth Management$148M AUM | 1.18% | $2M | 37.2K | Q1 2026 |
| Centurion Wealth Management LLC$418M AUM | 0.39% | $2M | 37.2K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.07% | $2M | 37.2K | Q1 2026 |
| City State Bank$385M AUM | 0.45% | $2M | 36.8K | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 36.8K | Q1 2026 |
| PROTECTIVE LIFE CORP$30M AUM | 5.72% | $2M | 36.6K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 36.4K | Q1 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.03% | $2M | 36.4K | Q1 2026 |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.13% | $2M | 36.4K | Q1 2026 |
| CONNING INC.$3.0B AUM | 0.06% | $2M | 36.0K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.11% | $2M | 36.0K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $2M | 34.5K | Q1 2026 |
| AlTi Global, Inc.$4.6B AUM | 0.04% | $2M | 34.3K | Q1 2026 |
| Greenspring Advisors, LLC$1.6B AUM | 0.10% | $2M | 33.9K | Q1 2026 |
| Westfuller Advisors, LLC$232M AUM | 0.68% | $2M | 33.6K | Q1 2026 |
| Crabel Capital Management, LLC$11M AUM | 1.18% | $2M | 33.1K | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.08% | $2M | 33.0K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.02% | $2M | 32.5K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.04% | $2M | 32.8K | Q2 2025OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.09% | $2M | 32.1K | Q1 2026 |
| Inspire Advisors, LLC$1.2B AUM | 0.12% | $2M | 32.1K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.02% | $2M | 32.0K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.06% | $1M | 31.9K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.03% | $1M | 31.8K | Q4 2025OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.07% | $1M | 31.6K | Q1 2026 |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.08% | $1M | 31.2K | Q1 2026 |
| A4 Wealth Advisors LLC$122M AUM | 1.18% | $1M | 30.7K | Q1 2026 |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 1.03% | $1M | 30.6K | Q1 2026 |
| BLB&B Advisors, LLC$2.4B AUM | 0.06% | $1M | 30.4K | Q1 2026 |
| Oakmont Advisory Group, LLC$98M AUM | 1.44% | $1M | 30.0K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 29.8K | Q1 2026 |
| Summit Wealth Group, LLC$436M AUM | 0.32% | $1M | 29.7K | Q1 2026 |
| BRIGHTON SECURITIES CORP.$233M AUM | 0.67% | $1M | 29.5K | Q1 2026 |
| Ullmann Wealth Partners Group, LLC$963M AUM | 0.14% | $1M | 29.1K | Q1 2026 |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.61% | $1M | 25.3K | Q3 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.10% | $1M | 28.5K | Q1 2026 |
| Central Pacific Bank - Trust Division$984M AUM | 0.17% | $1M | 28.4K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 28.4K | Q1 2026 |
| Rothschild Wealth LLC$1.1B AUM | 0.12% | $1M | 27.9K | Q1 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.41% | $1M | 27.7K | Q1 2026 |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.11% | $1M | 27.4K | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1M | 26.9K | Q1 2026 |
| Farringdon Capital, Ltd.$457M AUM | 0.27% | $1M | 26.7K | Q1 2026 |
| Legacy Wealth Partners, LLC$399M AUM | 0.31% | $1M | 26.6K | Q1 2026 |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.19% | $1M | 26.2K | Q1 2026 |
| Schwallier Wealth Management LLC$137M AUM | 0.90% | $1M | 26.2K | Q1 2026 |
| Outlook Wealth Advisors, LLC$413M AUM | 0.30% | $1M | 26.1K | Q1 2026 |
| Prosperity Planning, Inc.$395M AUM | 0.31% | $1M | 25.7K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.03% | $1M | 25.6K | Q1 2026 |
| Saranac Partners Ltd$234M AUM | 0.51% | $1M | 18.0K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $1M | 25.4K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.07% | $1M | 25.1K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.04% | $1M | 25.0K | Q1 2026 |
| Midwest Financial Group LLC$234M AUM | 0.49% | $1M | 24.6K | Q1 2026 |
| Balboa Wealth Partners$596M AUM | 0.19% | $1M | 24.5K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.01% | $1M | 24.4K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.18% | $1M | 23.7K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $1M | 23.4K | Q1 2026 |
| Roger Wittlin Investment Advisory, LLC$122M AUM | 0.89% | $1M | 23.2K | Q1 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 0.05% | $1M | 22.9K | Q3 2025OLDER |
| Essential Planning, LLC.$315M AUM | 0.34% | $1M | 22.8K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 23.0K | Q2 2025OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.39% | $1M | 22.5K | Q3 2025OLDER |
| Accel Wealth Management$383M AUM | 0.27% | $1M | 21.9K | Q1 2026 |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.40% | $1M | 21.8K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $1M | 21.8K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $1M | 21.5K | Q1 2026 |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.31% | $981,806 | 20.9K | Q1 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.32% | $972,022 | 20.7K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $960,456 | 20.5K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.05% | $959,789 | 20.5K | Q1 2026 |
| HT Partners LLC$361M AUM | 0.28% | $935,573 | 19.9K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.03% | $917,998 | 19.6K | Q1 2026 |
| Capital Asset Managemnet, LLC$89M AUM | 1.03% | $914,057 | 19.5K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $905,210 | 19.3K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.10% | $889,937 | 19.0K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $889,435 | 18.9K | Q4 2025OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.02% | $881,055 | 18.7K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $880,194 | 18.7K | Q1 2026 |
| Financial Plan, Inc.$933M AUM | 0.09% | $878,153 | 18.7K | Q1 2026 |
| Sonora Investment Management Group, LLC$1.4B AUM | 0.06% | $877,730 | 18.7K | Q3 2025OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.17% | $877,166 | 18.7K | Q3 2025OLDER |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.27% | $869,379 | 18.5K | Q4 2025OLDER |
| Banque Transatlantique SA$4.2B AUM | 0.02% | $861,063 | 18.3K | Q1 2026 |
| Strategic Financial Partners, Ltd.$232M AUM | 0.37% | $846,534 | 18.0K | Q1 2026 |
| Global Financial Private Client, LLC$306M AUM | 0.28% | $842,612 | 17.9K | Q1 2026 |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.13% | $834,808 | 17.8K | Q3 2025OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.06% | $821,976 | 17.5K | Q1 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 0.72% | $809,136 | 17.2K | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.03% | $802,547 | 17.1K | Q3 2025OLDER |
| Axecap Investments, LLC$145M AUM | 0.49% | $785,829 | 16.7K | Q3 2025OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.02% | $784,416 | 16.7K | Q1 2026 |
| Fund Evaluation Group, LLC$3.3B AUM | 0.03% | $781,884 | 16.6K | Q3 2025OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.10% | $772,374 | 16.5K | Q1 2026 |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.19% | $765,426 | 16.3K | Q1 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.09% | $765,215 | 16.3K | Q1 2026 |
| Avise Financial Cooperative, Inc.$121M AUM | 0.63% | $756,154 | 16.1K | Q1 2026 |
| Seelaus Asset Management LLC$142M AUM | 0.54% | $746,740 | 15.9K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.06% | $741,729 | 16.0K | Q2 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.03% | $720,307 | 15.3K | Q1 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.07% | $714,494 | 15.1K | Q4 2025OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.08% | $713,425 | 15.2K | Q4 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.02% | $710,354 | 15.1K | Q1 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 0.10% | $703,358 | 15.0K | Q1 2026 |
| rebel Financial LLC$231M AUM | 0.30% | $697,662 | 14.9K | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.06% | $696,456 | 14.8K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.06% | $695,952 | 14.8K | Q1 2026 |
| Arlington Capital Management, Inc.$177M AUM | 0.44% | $694,914 | 14.8K | Q3 2025OLDER |
| Ignite Planners, LLC$648M AUM | 0.11% | $686,972 | 14.4K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $676,547 | 14.4K | Q1 2026 |
| Alteri Wealth LLC$309M AUM | 0.22% | $672,789 | 14.3K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.01% | $671,047 | 14.3K | Q1 2026 |
| ARWA LLC$202M AUM | 0.33% | $667,439 | 14.2K | Q1 2026 |
| ROCKLAND TRUST CO$2.5B AUM | 0.03% | $663,967 | 14.1K | Q1 2026 |
| Proactive Wealth Strategies LLC$532M AUM | 0.12% | $661,954 | 14.1K | Q1 2026 |
| Graypoint LLC$1.8B AUM | 0.04% | $658,723 | 14.2K | Q2 2025OLDER |
| Navigation Wealth Management, Inc.$28M AUM | 2.37% | $656,877 | 14.0K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $651,492 | 13.9K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $648,529 | 13.8K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $636,407 | 13.6K | Q1 2026 |
| SURIENCE PRIVATE WEALTH LLC$93M AUM | 0.58% | $633,490 | 13.5K | Q3 2025OLDER |
| IVC Wealth Advisors LLC$230M AUM | 0.27% | $633,215 | 13.5K | Q1 2026 |
| ALTFEST L J & CO INC$935M AUM | 0.07% | $629,168 | 13.4K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $620,880 | 13.2K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.05% | $615,618 | 13.1K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.01% | $608,144 | 12.9K | Q1 2026 |
| TFB Advisors LLC$191M AUM | 0.32% | $604,106 | 12.9K | Q1 2026 |
| BAM Wealth Management, LLC$134M AUM | 0.45% | $598,988 | 12.8K | Q1 2026 |
| Talon Private Wealth, LLC$753M AUM | 0.08% | $597,051 | 12.7K | Q1 2026 |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.63% | $596,170 | 12.7K | Q1 2026 |
| WNY Asset Management, LLC$967M AUM | 0.06% | $592,598 | 12.6K | Q1 2026 |
| Bristlecone Advisors, LLC$1.2B AUM | 0.05% | $590,898 | 12.6K | Q3 2025OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.09% | $585,560 | 12.5K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $584,340 | 12.0K | Q1 2026 |
| Disciplined Investments, LLC$279M AUM | 0.21% | $581,757 | 12.4K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $579,175 | 12.3K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $574,662 | 12.4K | Q2 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.03% | $574,097 | 12.2K | Q1 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 0.02% | $564,222 | 12.0K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.06% | $559,879 | 11.9K | Q1 2026 |
| Jacobs Equity LLC$112M AUM | 0.50% | $556,264 | 11.8K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.02% | $550,397 | 11.8K | Q3 2025OLDER |
| True North Advisors, LLC$877M AUM | 0.06% | $543,861 | 11.6K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $543,587 | 11.6K | Q1 2026 |
| WT Wealth Management$336M AUM | 0.16% | $541,568 | 11.5K | Q1 2026 |
| RCS Financial Planning, LLC$193M AUM | 0.28% | $533,014 | 11.4K | Q1 2026 |
| Faithward Advisors, LLC$701M AUM | 0.08% | $532,116 | 11.3K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $531,840 | 11.3K | Q4 2025OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.03% | $529,356 | 11.3K | Q1 2026 |
| Cambridge Advisors Inc.$515M AUM | 0.10% | $525,887 | 11.2K | Q1 2026 |
| Trust Point Inc.$1.2B AUM | 0.05% | $519,454 | 11.1K | Q1 2026 |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.23% | $518,972 | 11.1K | Q1 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.01% | $516,324 | 11.0K | Q1 2026 |
| GUIDANCE CAPITAL, INC$446M AUM | 0.12% | $515,223 | 11.0K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $512,628 | 11.5K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.03% | $507,863 | 10.8K | Q1 2026 |
| BlueSky Wealth Advisors, LLC$777M AUM | 0.07% | $507,013 | 10.8K | Q1 2026 |
| Ellis Investment Partners, LLC$576M AUM | 0.09% | $505,777 | 10.8K | Q1 2026 |
| Summit Global Investments$1.7B AUM | 0.03% | $501,000 | 10.7K | Q1 2026 |
| SEEDS INVESTOR LLC$735M AUM | 0.07% | $494,299 | 10.5K | Q1 2026 |
| Meridian Wealth Partners, LLC$729M AUM | 0.07% | $486,121 | 10.4K | Q1 2026 |
| Southland Equity Partners LLC$571M AUM | 0.09% | $484,270 | 10.3K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $482,928 | 10.3K | Q1 2026 |
| Braun-Bostich & Associates Inc.$160M AUM | 0.30% | $476,824 | 10.2K | Q1 2026 |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.26% | $474,222 | 10.1K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.01% | $473,183 | 10.1K | Q3 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.14% | $469,265 | 10.0K | Q1 2026 |
| Walleye Partners, LLC$81M AUM | 0.57% | $467,247 | 10.0K | Q1 2026 |
| Atlatl Advisers LLC$135M AUM | 0.35% | $467,106 | 9.9K | Q1 2026 |
| Eagle Bay Advisors LLC$113M AUM | 0.41% | $462,176 | 9.8K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $460,160 | 9.8K | Q4 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $460,016 | 9.8K | Q1 2026 |
| Argyle Capital Partners, LLC$139M AUM | 0.33% | $452,293 | 9.6K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.02% | $452,177 | 9.6K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.00% | $447,000 | 9.5K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $444,553 | 9.5K | Q1 2026 |
| Maia Wealth LLC$591M AUM | 0.07% | $438,360 | 9.3K | Q3 2025OLDER |
| M1 Capital Management LLC$217M AUM | 0.20% | $436,072 | 9.3K | Q1 2026 |
| Balefire, LLC$613M AUM | 0.08% | $435,730 | 9.3K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $434,403 | 9.3K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $424,055 | 9.1K | Q1 2026 |
| Emergent Wealth Advisors, LLC$169M AUM | 0.25% | $421,776 | 9.0K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.07% | $421,518 | 9.0K | Q1 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.07% | $419,759 | 8.9K | Q4 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.06% | $416,877 | 8.9K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $405,827 | 8.6K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.