VOOGVANGUARD ADMIRAL FDS INC
CUSIP 921932505 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Admiral Fds Inc (VOOG) has 668 institutional holders in Filings Flow’s 13F database, together reporting 11.97M shares worth $4.8B as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Morgan Stanley, and Bank Of America Corp /De/.
Institutional Holders
668
Q1 2026
Reported Value
$4.8B
Ticker
VOOG
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO$1.56T AUM | 0.05% | $852M | 2.17M | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.02% | $363M | 890.4K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $267M | 655.9K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.04% | $254M | 622.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.06% | $234M | 574.1K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.04% | $164M | 402.7K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.03% | $127M | 312.8K | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 2.26% | $109M | 267.0K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $95M | 234.0K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.08% | $94M | 229.8K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.12% | $87M | 213.4K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $77M | 189.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.11% | $76M | 187.0K | Q1 2026 |
| Arista Wealth Management, LLC$927M AUM | 8.93% | $73M | 180.0K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.08% | $68M | 166.7K | Q1 2026 |
| Joel Isaacson & Co., LLC$3.0B AUM | 2.02% | $61M | 149.6K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.07% | $59M | 179.3K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.34% | $52M | 117.6K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.07% | $47M | 115.9K | Q1 2026 |
| Shakespeare Wealth Management, LLC$422M AUM | 10.36% | $44M | 107.3K | Q1 2026 |
| PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM | 3.12% | $38M | 93.5K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.04% | $38M | 92.8K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.54% | $37M | 79.2K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 2.05% | $37M | 89.6K | Q1 2026 |
| Iron Horse Wealth Management, LLC$339M AUM | 10.04% | $34M | 85.8K | Q2 2025OLDER |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.08% | $32M | 78.3K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.14% | $31M | 75.1K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $30M | 73.9K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $30M | 73.6K | Q1 2026 |
| Principle Wealth Partners LLC$1.7B AUM | 1.46% | $26M | 62.8K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.19% | $26M | 62.8K | Q1 2026 |
| Wheelhouse Advisory Group LLC$302M AUM | 8.46% | $26M | 62.6K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $25M | 63.9K | Q1 2026 |
| Kropog Financial Group, LLC$123M AUM | 20.47% | $25M | 61.8K | Q1 2026 |
| FIL Ltd$128.7B AUM | 0.02% | $25M | 61.4K | Q1 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 1.05% | $25M | 61.2K | Q1 2026 |
| Cornerstone Advisory, LLC$1.1B AUM | 2.32% | $25M | 60.2K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.08% | $22M | 54.2K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $22M | 54.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $21M | 52.5K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.05% | $21M | 52.5K | Q1 2026 |
| Steffes Financial, Ltd.$189M AUM | 11.06% | $21M | 51.4K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.03% | $21M | 50.7K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.03% | $20M | 48.1K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.26% | $19M | 46.0K | Q1 2026 |
| ArchPoint Investors$420M AUM | 4.41% | $19M | 45.4K | Q1 2026 |
| Cerro Pacific Wealth Advisors LLC$381M AUM | 4.85% | $18M | 45.4K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $18M | 44.1K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.05% | $18M | 43.7K | Q1 2026 |
| Stordahl Capital Management, Inc.$486M AUM | 3.56% | $17M | 42.4K | Q1 2026 |
| Keystone Financial Services, LLC$149M AUM | 11.04% | $16M | 40.3K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.21% | $16M | 39.7K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.51% | $16M | 39.2K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $16M | 38.5K | Q1 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 1.59% | $15M | 37.6K | Q1 2026 |
| ENTRUST FINANCIAL LLC$143M AUM | 10.57% | $15M | 37.1K | Q1 2026 |
| CONNING INC.$3.0B AUM | 0.48% | $15M | 35.6K | Q1 2026 |
| Coastline Complete Wealth LLC$161M AUM | 8.69% | $14M | 34.4K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $14M | 34.0K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $14M | 33.7K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $14M | 33.7K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.03% | $14M | 33.4K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.85% | $13M | 32.1K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.02% | $13M | 31.6K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.02% | $13M | 31.2K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.31% | $13M | 28.4K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $13M | 30.2K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.14% | $12M | 29.9K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $12M | 29.9K | Q1 2026 |
| RFG HOLDINGS, INC.$397M AUM | 3.05% | $12M | 29.7K | Q1 2026 |
| Relyea Zuckerberg Hanson LLC$995M AUM | 1.19% | $12M | 29.1K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.12% | $11M | 27.5K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.27% | $11M | 27.1K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.23% | $11M | 25.9K | Q1 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 3.60% | $9M | 21.3K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $9M | 22.4K | Q1 2026 |
| AA Financial Advisors, LLC$710M AUM | 1.67% | $9M | 20.3K | Q4 2025OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.72% | $9M | 21.9K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.01% | $9M | 21.9K | Q1 2026 |
| Strategies Wealth Advisors, LLC$995M AUM | 0.87% | $9M | 21.2K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.04% | $9M | 21.2K | Q1 2026 |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.65% | $8M | 20.3K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.12% | $8M | 20.3K | Q1 2026 |
| Cooper Financial Group$1.2B AUM | 0.81% | $8M | 19.8K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.06% | $8M | 19.2K | Q1 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.61% | $8M | 17.9K | Q3 2025OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 4.00% | $7M | 17.1K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.47% | $7M | 16.8K | Q1 2026 |
| Belvedere Trading LLC$84.4B AUM | 0.01% | $7M | 16.6K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $7M | 16.4K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.02% | $7M | 16.4K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.04% | $7M | 16.2K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.15% | $7M | 16.5K | Q2 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $6M | 15.5K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.06% | $6M | 14.9K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.07% | $6M | 14.7K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.07% | $6M | 14.6K | Q1 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.61% | $6M | 14.6K | Q1 2026 |
| INVICTUS PRIVATE WEALTH, LLC$1.6B AUM | 0.37% | $6M | 14.5K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.01% | $6M | 14.5K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.02% | $6M | 12.9K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.16% | $6M | 13.8K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $6M | 13.7K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.11% | $6M | 13.7K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.03% | $5M | 13.2K | Q1 2026 |
| GM Advisory Group, LLC$2.6B AUM | 0.21% | $5M | 13.2K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $5M | 13.1K | Q1 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.59% | $5M | 12.9K | Q1 2026 |
| Gross & Hartman Investments LLC$192M AUM | 2.73% | $5M | 12.9K | Q1 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 1.72% | $5M | 12.7K | Q1 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 1.76% | $5M | 12.4K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.03% | $5M | 11.7K | Q1 2026 |
| Northstar Financial Companies, Inc.$126M AUM | 3.77% | $5M | 11.6K | Q1 2026 |
| Graypoint LLC$1.8B AUM | 0.26% | $5M | 11.8K | Q2 2025OLDER |
| Junk Investment Group, LLC$191M AUM | 2.44% | $5M | 11.4K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.57% | $5M | 10.4K | Q3 2025OLDER |
| Anson Capital, Inc.$146M AUM | 3.10% | $5M | 11.1K | Q1 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 1.30% | $4M | 10.1K | Q4 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.15% | $4M | 10.1K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $4M | 10.9K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $4M | 10.8K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.07% | $4M | 9.9K | Q1 2026 |
| Centricity Wealth Management, LLC$125M AUM | 3.23% | $4M | 10.2K | Q2 2025OLDER |
| Zhang Financial LLC$2.9B AUM | 0.14% | $4M | 9.7K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.07% | $4M | 9.6K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.02% | $4M | 9.7K | Q2 2025OLDER |
| R. W. Roge & Company, Inc.$210M AUM | 1.83% | $4M | 9.4K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 9.2K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $4M | 9.0K | Q1 2026 |
| Royal Fund Management, LLC$1.1B AUM | 0.35% | $4M | 8.9K | Q1 2026 |
| Verum Partners LLC$527M AUM | 0.67% | $4M | 8.6K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.09% | $4M | 7.9K | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $4M | 7.9K | Q4 2025OLDER |
| Asset Management Group, Inc.$619M AUM | 0.57% | $3M | 8.6K | Q1 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.19% | $3M | 8.5K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.24% | $3M | 8.4K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.03% | $3M | 8.1K | Q1 2026 |
| Focused Wealth Management, Inc$964M AUM | 0.34% | $3M | 8.1K | Q1 2026 |
| Continuum Advisory, LLC$1.0B AUM | 0.31% | $3M | 8.0K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 8.0K | Q1 2026 |
| COMMONS CAPITAL, LLC$120M AUM | 2.16% | $3M | 7.2K | Q4 2025OLDER |
| PHILADELPHIA TRUST CO$1.4B AUM | 0.23% | $3M | 7.8K | Q1 2026 |
| First Bancorp, Inc /ME/$201M AUM | 1.56% | $3M | 7.7K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $3M | 7.2K | Q3 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.05% | $3M | 7.5K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.02% | $3M | 6.9K | Q4 2025OLDER |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 1.06% | $3M | 7.5K | Q1 2026 |
| Cadence Bank$1.7B AUM | 0.18% | $3M | 6.7K | Q4 2025OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.25% | $3M | 7.4K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $3M | 7.2K | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $3M | 7.1K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.11% | $3M | 7.0K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.05% | $3M | 7.0K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.09% | $3M | 6.8K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $3M | 6.7K | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.01% | $3M | 6.7K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.10% | $3M | 6.7K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 6.6K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.04% | $3M | 6.5K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $3M | 6.4K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.08% | $3M | 5.7K | Q4 2025OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.20% | $3M | 6.3K | Q1 2026 |
| Sherman Wealth Management LLC$133M AUM | 2.17% | $3M | 6.2K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $3M | 6.1K | Q1 2026 |
| Virtue Capital Management, LLC$657M AUM | 0.37% | $2M | 6.2K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.03% | $2M | 5.8K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.08% | $2M | 7.1K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 5.8K | Q1 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.15% | $2M | 5.5K | Q1 2026 |
| Ayalon Insurance Comp Ltd.$815M AUM | 0.46% | $2M | 5.5K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 5.4K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 5.4K | Q1 2026 |
| Sierra Capital LLC$918M AUM | 0.24% | $2M | 5.3K | Q1 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.04% | $2M | 5.2K | Q1 2026 |
| Windward Private Wealth Management Inc.$289M AUM | 0.73% | $2M | 5.2K | Q1 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.03% | $2M | 5.2K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.02% | $2M | 5.0K | Q1 2026 |
| Cove Private Wealth, LLC$440M AUM | 0.47% | $2M | 5.1K | Q1 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.57% | $2M | 5.0K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.14% | $2M | 4.9K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.09% | $2M | 4.9K | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.06% | $2M | 4.7K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 4.7K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $2M | 4.7K | Q1 2026 |
| Significant Wealth Partners LLC$81M AUM | 2.28% | $2M | 4.5K | Q1 2026 |
| Essex Bank$452M AUM | 0.41% | $2M | 4.5K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 4.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $2M | 4.4K | Q1 2026 |
| Austin Wealth Management, LLC$440M AUM | 0.26% | $2M | 4.0K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 4.4K | Q1 2026 |
| GEN Financial Management, INC.$162M AUM | 1.10% | $2M | 4.4K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $2M | 4.1K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.08% | $2M | 4.1K | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.10% | $2M | 4.1K | Q1 2026 |
| SoundView Advisors Inc.$281M AUM | 0.57% | $2M | 15.0K | Q3 2025OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.02% | $2M | 4.0K | Q1 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$390M AUM | 0.47% | $2M | 4.0K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.02% | $2M | 3.9K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.03% | $2M | 3.9K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.09% | $2M | 3.9K | Q1 2026 |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.49% | $2M | 3.9K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.05% | $2M | 3.9K | Q1 2026 |
| Axis Wealth Partners, LLC$188M AUM | 0.84% | $2M | 3.9K | Q1 2026 |
| BALANCED WEALTH GROUP LLC$279M AUM | 0.56% | $2M | 3.9K | Q1 2026 |
| Von Berge Wealth Management Group, LLC$0 AUM | 0.89% | $2M | 3.9K | Q2 2025OLDER |
| KWB Wealth$1.0B AUM | 0.15% | $2M | 3.5K | Q1 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.06% | $2M | 3.8K | Q1 2026 |
| High Note Wealth, LLC$509M AUM | 0.30% | $2M | 3.8K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $2M | 3.5K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $2M | 3.7K | Q1 2026 |
| Safe Harbor Family Capital, LLC$128M AUM | 1.18% | $2M | 3.7K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $1M | 3.8K | Q2 2025OLDER |
| ENTREWEALTH, LLC$223M AUM | 0.66% | $1M | 3.6K | Q1 2026 |
| HFG Advisors, Inc.$142M AUM | 1.03% | $1M | 3.6K | Q1 2026 |
| Wealthquest Corp$1.4B AUM | 0.05% | $1M | 3.4K | Q1 2026 |
| Summit Asset Management, LLC$719M AUM | 0.20% | $1M | 3.5K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1M | 3.5K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.07% | $1M | 3.4K | Q1 2026 |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.79% | $1M | 3.4K | Q1 2026 |
| Bawa N Mallick Trust$244M AUM | 0.57% | $1M | 3.4K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.08% | $1M | 3.4K | Q1 2026 |
| Grantvest Financial Group LLC$154M AUM | 0.90% | $1M | 3.4K | Q1 2026 |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.09% | $1M | 3.4K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.02% | $1M | 3.3K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.39% | $1M | 3.3K | Q1 2026 |
| Americana Partners, LLC$3.9B AUM | 0.03% | $1M | 3.3K | Q1 2026 |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.09% | $1M | 3.3K | Q2 2025OLDER |
| Triton Wealth Management, PLLC$270M AUM | 0.48% | $1M | 3.1K | Q1 2026 |
| Gutierrez Wealth Advisory, LLC$161M AUM | 0.80% | $1M | 3.2K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.04% | $1M | 3.1K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.06% | $1M | 3.1K | Q1 2026 |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.57% | $1M | 3.1K | Q1 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.06% | $1M | 3.1K | Q1 2026 |
| Compass Financial Group, INC/SD$715M AUM | 0.18% | $1M | 3.1K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.06% | $1M | 3.1K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $1M | 2.8K | Q4 2025OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.02% | $1M | 3.1K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $1M | 3.0K | Q1 2026 |
| Wells Trecaso Financial Group, LLC$210M AUM | 0.57% | $1M | 2.7K | Q3 2025OLDER |
| Investment Insight Wealth Management, LLC$93M AUM | 1.28% | $1M | 2.9K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.04% | $1M | 2.9K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.03% | $1M | 2.9K | Q1 2026 |
| Armor Investment Advisors, LLC$278M AUM | 0.42% | $1M | 2.9K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.04% | $1M | 2.8K | Q1 2026 |
| Investment Advisory Group, LLC$393M AUM | 0.29% | $1M | 2.8K | Q1 2026 |
| GRIES FINANCIAL LLC$633M AUM | 0.18% | $1M | 2.6K | Q3 2025OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.09% | $1M | 2.8K | Q1 2026 |
| Apollon Financial, LLC$723M AUM | 0.16% | $1M | 2.8K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.10% | $1M | 2.7K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $1M | 2.7K | Q1 2026 |
| Insight Advisors, LLC/ PA$525M AUM | 0.17% | $1M | 2.5K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.03% | $1M | 2.5K | Q3 2025OLDER |
| Hiley Hunt Wealth Management$253M AUM | 0.48% | $1M | 2.7K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 2.7K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $1M | 2.6K | Q1 2026 |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.08% | $1M | 2.5K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $1M | 2.6K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $1M | 2.4K | Q1 2026 |
| PRUDENTIAL PLC$17.1B AUM | 0.01% | $1M | 2.7K | Q2 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $1M | 2.6K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $1M | 2.6K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $1M | 2.6K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 2.5K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $1M | 2.5K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.05% | $996,128 | 2.2K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $983,997 | 2.4K | Q1 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC$382M AUM | 0.30% | $975,135 | 2.4K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.04% | $953,180 | 2.3K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $947,304 | 2.3K | Q1 2026 |
| CWS Financial Advisors, LLC$390M AUM | 0.24% | $946,762 | 2.3K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $926,915 | 2.3K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.04% | $917,688 | 2.3K | Q1 2026 |
| Ignite Planners, LLC$648M AUM | 0.14% | $908,501 | 2.2K | Q1 2026 |
| Lansing Street Advisors$397M AUM | 0.23% | $904,851 | 2.0K | Q4 2025OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.21% | $897,750 | 2.2K | Q1 2026 |
| Elite Financial, Inc.$223M AUM | 0.40% | $890,000 | 2.2K | Q1 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.02% | $889,978 | 2.2K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.07% | $886,230 | 2.0K | Q4 2025OLDER |
| Northern Lights Advisors, Inc.$148M AUM | 0.60% | $884,687 | 2.2K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $883,327 | 2.0K | Q3 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.04% | $876,418 | 2.1K | Q1 2026 |
| United Advisor Group, LLC$811M AUM | 0.11% | $873,272 | 2.1K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.18% | $864,362 | 2.1K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $859,003 | 2.1K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $856,149 | 2.1K | Q1 2026 |
| RKL Wealth Management LLC$1.1B AUM | 0.07% | $852,561 | 2.1K | Q2 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $849,784 | 2.1K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $832,417 | 2.0K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $829,141 | 2.0K | Q1 2026 |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.53% | $825,572 | 2.0K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $820,936 | 2.0K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $818,209 | 2.0K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $813,439 | 1.9K | Q3 2025OLDER |
| J. Derek Lewis & Associates Inc.$445M AUM | 0.18% | $810,400 | 2.0K | Q1 2026 |
| Laurel Wealth Planning LLC$190M AUM | 0.43% | $809,265 | 2.0K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $808,603 | 2.0K | Q1 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 0.08% | $797,034 | 2.0K | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.07% | $788,880 | 1.9K | Q1 2026 |
| One Day In July LLC$1.2B AUM | 0.06% | $779,015 | 1.9K | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $769,311 | 1.9K | Q1 2026 |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.02% | $756,673 | 1.9K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.03% | $740,041 | 3.1K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.01% | $738,734 | 1.8K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $736,695 | 1.8K | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.13% | $733,948 | 1.8K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.02% | $733,434 | 1.8K | Q1 2026 |
| Moloney Securities Asset Management, LLC$840M AUM | 0.09% | $731,137 | 1.7K | Q3 2025OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.04% | $729,289 | 1.8K | Q1 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.02% | $720,796 | 1.8K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $715,284 | 1.8K | Q1 2026 |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.04% | $712,487 | 1.7K | Q1 2026 |
| Fortis Capital Advisors, LLC$763M AUM | 0.09% | $706,611 | 1.7K | Q1 2026 |
| Hobart Private Capital, LLC$583M AUM | 0.14% | $700,004 | 1.7K | Q1 2026 |
| Security Financial Services, INC.$632M AUM | 0.11% | $696,742 | 1.7K | Q1 2026 |
| Prairiewood Capital, LLC$346M AUM | 0.20% | $693,073 | 1.7K | Q1 2026 |
| Birchcreek Wealth Management, LLC$208M AUM | 0.33% | $689,811 | 1.7K | Q1 2026 |
| Blackston Financial Advisory Group, LLC$160M AUM | 0.43% | $689,288 | 1.7K | Q1 2026 |
| GREENLEAF TRUST$10.2B AUM | 0.01% | $682,881 | 1.7K | Q1 2026 |
| AmeriServ Wealth Advisors$157M AUM | 0.43% | $679,618 | 1.7K | Q1 2026 |
| Highview Capital Management LLC/DE/$275M AUM | 0.26% | $678,083 | 1.7K | Q2 2025OLDER |
| CapWealth Advisors, LLC$1.3B AUM | 0.05% | $677,988 | 1.7K | Q1 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.04% | $671,369 | 1.6K | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.01% | $668,006 | 1.6K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $666,130 | 1.6K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $663,675 | 1.6K | Q1 2026 |
| Bank of New Hampshire$437M AUM | 0.15% | $661,273 | 1.6K | Q1 2026 |
| ABLE Financial Group, LLC$511M AUM | 0.13% | $657,993 | 1.5K | Q4 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $651,795 | 1.6K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.03% | $649,417 | 1.6K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $642,023 | 1.6K | Q1 2026 |
| Fairscale Capital, LLC$145M AUM | 0.44% | $640,889 | 1.6K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.54% | $637,542 | 1.4K | Q4 2025OLDER |
| Maia Wealth LLC$591M AUM | 0.11% | $636,050 | 1.6K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $634,773 | 1.6K | Q1 2026 |
| Tradewinds, LLC.$310M AUM | 0.15% | $632,760 | 1.4K | Q4 2025OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.02% | $632,735 | 1.6K | Q1 2026 |
| WealthCare Investment Partners, LLC$360M AUM | 0.17% | $630,679 | 1.5K | Q1 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM | 0.11% | $630,289 | 1.5K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $629,419 | 1.5K | Q1 2026 |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.13% | $628,654 | 1.5K | Q1 2026 |
| Sterling Investment Counsel, LLC$357M AUM | 0.18% | $626,328 | 1.5K | Q1 2026 |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $622,543 | 1.5K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $618,368 | 1.5K | Q1 2026 |
| Northeast Financial Consultants Inc$2.4B AUM | 0.03% | $616,617 | 1.6K | Q2 2025OLDER |
| Swisher Financial Concepts, Inc.$179M AUM | 0.34% | $614,689 | 1.5K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $611,480 | 1.5K | Q1 2026 |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.05% | $609,144 | 1.4K | Q3 2025OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.07% | $606,160 | 1.4K | Q3 2025OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.11% | $605,012 | 1.5K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $603,077 | 1.5K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $601,994 | 1.5K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $599,307 | 1.3K | Q4 2025OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.04% | $589,927 | 1.4K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $589,520 | 1.4K | Q1 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 0.33% | $585,851 | 1.4K | Q1 2026 |
| Pacific Point Advisors, LLC$190M AUM | 0.31% | $585,035 | 1.4K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.01% | $583,327 | 1.4K | Q1 2026 |
| Arkos Global Advisors$797M AUM | 0.07% | $582,000 | 1.4K | Q1 2026 |
| Fort Sheridan Advisors LLC$828M AUM | 0.07% | $581,960 | 1.4K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.05% | $577,868 | 1.4K | Q1 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 0.04% | $576,097 | 1.4K | Q1 2026 |
| Rodgers & Associates, LTD$982M AUM | 0.06% | $576,066 | 1.4K | Q1 2026 |
| MWA Asset Management$183M AUM | 0.31% | $568,337 | 1.4K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.02% | $565,808 | 1.3K | Q4 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.08% | $561,128 | 1.4K | Q1 2026 |
| Southland Equity Partners LLC$571M AUM | 0.11% | $559,758 | 1.4K | Q1 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.04% | $552,828 | 1.4K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $549,538 | 1.3K | Q3 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $543,182 | 1.3K | Q1 2026 |
| James J. Burns & Company, LLC$737M AUM | 0.07% | $539,384 | 1.3K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.02% | $538,918 | 1.4K | Q1 2026 |
| Saxony Capital Management, LLC$172M AUM | 0.31% | $536,960 | 1.3K | Q1 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.00% | $536,176 | 1.2K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $534,929 | 1.2K | Q4 2025OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $534,889 | 1.3K | Q1 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 0.02% | $532,731 | 1.3K | Q1 2026 |
| ASPIRIANT, LLC$3.5B AUM | 0.02% | $532,620 | 1.2K | Q4 2025OLDER |
| London & Capital Asset Management Ltd$9.2B AUM | 0.01% | $530,049 | 1.3K | Q1 2026 |
| Guidance Point Advisors, LLC$422M AUM | 0.13% | $529,851 | 1.3K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.00% | $523,066 | 1.3K | Q1 2026 |
| Aspire Growth Partners LLC$146M AUM | 0.36% | $518,791 | 1.3K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $517,359 | 1.3K | Q1 2026 |
| Elevation Capital Advisory, LLC$235M AUM | 0.21% | $516,892 | 1.2K | Q3 2025OLDER |
| Black Diamond Financial, LLC$916M AUM | 0.06% | $514,912 | 1.3K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $513,676 | 1.3K | Q1 2026 |
| Traynor Capital Management, Inc.$1.7B AUM | 0.03% | $510,882 | 1.2K | Q3 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $506,794 | 1.2K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $506,498 | 1.2K | Q1 2026 |
| Gemmer Asset Management LLC$1.3B AUM | 0.04% | $505,715 | 1.2K | Q1 2026 |
| Lion Street Advisors, LLC$289M AUM | 0.15% | $498,183 | 1.3K | Q2 2025OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.02% | $490,452 | 1.2K | Q1 2026 |
| Advisors Capital Management, LLC$8.6B AUM | 0.01% | $487,475 | 1.2K | Q1 2026 |
| IFG Advisors, LLC$611M AUM | 0.08% | $487,337 | 1.2K | Q1 2026 |
| CDKV HOLDINGS LLC$114M AUM | 0.43% | $487,190 | 1.2K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $486,826 | 1.1K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $486,000 | 1.2K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $476,590 | 1.2K | Q1 2026 |
| Westmount Partners, LLC$457M AUM | 0.13% | $473,869 | 1.2K | Q2 2025OLDER |
| Battery Global Advisors, LLC$186M AUM | 0.25% | $472,105 | 1.2K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $470,474 | 1.2K | Q1 2026 |
| Pasadena Private Wealth, LLC$723M AUM | 0.06% | $466,805 | 1.1K | Q1 2026 |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 0.02% | $465,656 | 1.1K | Q1 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.01% | $464,359 | 1.1K | Q1 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.06% | $463,136 | 1.1K | Q1 2026 |
| National Wealth Management Group, LLC$269M AUM | 0.17% | $461,917 | 1.1K | Q1 2026 |
| DB Fitzpatrick & Co, Inc$117M AUM | 0.39% | $459,874 | 1.1K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $459,324 | 1.1K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $459,059 | 1.1K | Q1 2026 |
| Ring Mountain Capital, LLC$183M AUM | 0.25% | $458,000 | 1.1K | Q1 2026 |
| Haverford Trust Co$10.9B AUM | 0.00% | $452,944 | 1.1K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $448,189 | 1.0K | Q4 2025OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.03% | $448,071 | 1.1K | Q1 2026 |
| COWA, LLC$371M AUM | 0.12% | $437,922 | 1.1K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.01% | $436,228 | 1.1K | Q1 2026 |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.03% | $435,495 | 965 | Q4 2025OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $433,374 | 1.1K | Q1 2026 |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $432,967 | 1.1K | Q1 2026 |
| W ADVISORS, LLC$195M AUM | 0.22% | $430,928 | 1.1K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.01% | $428,563 | 1.1K | Q1 2026 |
| Smith Salley Wealth Management$2.0B AUM | 0.02% | $428,075 | 1.1K | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.01% | $427,666 | 1.0K | Q1 2026 |
| Walker Asset Management, LLC$185M AUM | 0.23% | $426,851 | 1.0K | Q1 2026 |
| Manhattan West Asset Management, LLC$511M AUM | 0.08% | $426,444 | 1.0K | Q1 2026 |
| Oxford Wealth Group, LLC$183M AUM | 0.23% | $425,674 | 1.0K | Q1 2026 |
| Squire Investment Management Company, LLC$360M AUM | 0.12% | $423,998 | 1.0K | Q1 2026 |
| Vigil Wealth Management, LLC$124M AUM | 0.34% | $422,775 | 1.0K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.02% | $417,475 | 1.0K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $417,187 | 1.0K | Q1 2026 |
| Bluesphere Advisors LLC$281M AUM | 0.15% | $414,621 | 1.0K | Q1 2026 |
| MSH Capital Advisors LLC$472M AUM | 0.09% | $413,435 | 1.0K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $412,381 | 947 | Q3 2025OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.03% | $412,175 | 1.0K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $411,250 | 1.0K | Q1 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.04% | $411,246 | 925 | Q4 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $410,136 | 1.0K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $407,000 | 916 | Q4 2025OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.01% | $406,467 | 997 | Q1 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 0.04% | $406,443 | 997 | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $403,030 | 989 | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $402,001 | 986 | Q1 2026 |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.01% | $398,544 | 978 | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.12% | $397,574 | 894 | Q4 2025OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.01% | $397,498 | 975 | Q1 2026 |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $395,302 | 889 | Q4 2025OLDER |
| Burton Enright Welch$736M AUM | 0.05% | $393,829 | 966 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.02% | $391,427 | 960 | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $390,160 | 957 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $390,159 | 957 | Q1 2026 |
| CAROLINAS WEALTH CONSULTING LLC$0 AUM | 0.08% | $388,414 | 1.2K | Q2 2025OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.09% | $387,306 | 950 | Q1 2026 |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.01% | $386,898 | 949 | Q1 2026 |
| Naviter Wealth, LLC$801M AUM | 0.05% | $384,266 | 943 | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $382,590 | 963 | Q2 2025OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.03% | $380,782 | 934 | Q1 2026 |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $379,967 | 932 | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $379,621 | 931 | Q1 2026 |
| Net Worth Advisory Group$482M AUM | 0.08% | $379,359 | 931 | Q1 2026 |
| 626 Financial, LLC$224M AUM | 0.17% | $379,151 | 930 | Q1 2026 |
| Scientech Research LLC$120M AUM | 0.13% | $373,189 | 857 | Q3 2025OLDER |
| NRI Wealth Management LC$187M AUM | 0.20% | $372,328 | 855 | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $371,813 | 912 | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.03% | $370,428 | 909 | Q1 2026 |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.02% | $366,921 | 900 | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $364,883 | 895 | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $364,073 | 893 | Q1 2026 |
| McAdam, LLC$2.2B AUM | 0.02% | $357,607 | 877 | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $354,029 | 813 | Q3 2025OLDER |
| INSIGHT 2811, INC.$239M AUM | 0.15% | $353,471 | 867 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $353,462 | 795 | Q4 2025OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 0.28% | $350,613 | 860 | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $349,412 | 857 | Q1 2026 |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.14% | $347,781 | 782 | Q4 2025OLDER |
| Creekmur Asset Management LLC$1M AUM | 0.06% | $344,013 | 790 | Q3 2025OLDER |
| Apeiron RIA LLC$431M AUM | 0.08% | $342,494 | 840 | Q1 2026 |
| Clean Yield Group$355M AUM | 0.10% | $340,337 | 835 | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.01% | $338,610 | 831 | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.11% | $335,794 | 824 | Q1 2026 |
| Silicon Valley Capital Partners$1.0B AUM | 0.03% | $332,400 | 815 | Q1 2026 |
| Valued Retirements, Inc.$102M AUM | 0.32% | $330,823 | 811 | Q1 2026 |
| Roberts Wealth Advisors, LLC$394M AUM | 0.08% | $330,216 | 810 | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.00% | $326,152 | 800 | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $326,152 | 800 | Q1 2026 |
| Richwood Investment Advisors, LLC$130M AUM | 0.23% | $326,084 | 746 | Q4 2025OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $325,337 | 798 | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $324,522 | 796 | Q1 2026 |
| Roundview Capital LLC$1.6B AUM | 0.02% | $324,114 | 795 | Q1 2026 |
| Five Pine Wealth Management$161M AUM | 0.20% | $322,714 | 792 | Q1 2026 |
| Innovative Wealth Building LLC$142M AUM | 0.23% | $322,269 | 790 | Q1 2026 |
| Terra Nova Asset Management LLC$135M AUM | 0.24% | $322,076 | 790 | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $321,260 | 788 | Q1 2026 |
| Northeast Financial Group, Inc.$404M AUM | 0.08% | $319,667 | 784 | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.03% | $317,416 | 3.8K | Q1 2026 |
| Blue Oak Capital, LLC$190M AUM | 0.17% | $315,646 | 796 | Q2 2025OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.03% | $311,067 | 763 | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $310,978 | 698 | Q4 2025OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.01% | $308,621 | 757 | Q1 2026 |
| Reynders McVeigh Capital Management, LLC$2.0B AUM | 0.02% | $308,000 | 756 | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $306,110 | 751 | Q1 2026 |
| Facet Wealth, Inc.$5.8B AUM | 0.01% | $305,610 | 750 | Q1 2026 |
| Acropolis Investment Management, LLC$2.3B AUM | 0.02% | $305,336 | 770 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.