VOTVANGUARD INDEX FDS
CUSIP 922908538 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Index Fds (VOT) has 1,047 institutional holders in Filings Flow’s 13F database, together reporting 38.38M shares worth $9.9B as of Q1 2026. The largest reported holders are Morgan Stanley, Bank Of America Corp /De/, and Assetmark, Inc.
Institutional Holders
1,047
Q1 2026
Reported Value
$9.9B
Ticker
VOT
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Sharp Wealth Advisory, LLC$203M AUM | 14.24% | $29M | 112.1K | Q1 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC$1.6B AUM | 10.83% | $170M | 660.3K | Q1 2026 |
| BHK Investment Advisors, LLC$299M AUM | 8.41% | $25M | 97.8K | Q1 2026 |
| Axiom Financial Strategies, LLC$284M AUM | 8.10% | $23M | 89.5K | Q1 2026 |
| HRC WEALTH MANAGEMENT, LLC$212M AUM | 7.76% | $16M | 63.9K | Q1 2026 |
| Gladwyn Financial Advisors, Inc.$160M AUM | 7.12% | $10M | 39.8K | Q1 2026 |
| Clayton Financial Group LLC$195M AUM | 6.95% | $14M | 52.6K | Q1 2026 |
| Truepoint, Inc.$4.5B AUM | 6.35% | $285M | 1.11M | Q1 2026 |
| NorthStar Asset Management LLC /NJ/$207M AUM | 5.49% | $11M | 44.1K | Q1 2026 |
| Meramec Financial Planners, LLC$252M AUM | 5.31% | $13M | 46.9K | Q1 2026 |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 4.74% | $27M | 104.4K | Q1 2026 |
| Adventist Health System/ West$564M AUM | 4.42% | $25M | 96.8K | Q1 2026 |
| Praetorian Wealth Management, Inc.$580M AUM | 4.34% | $23M | 84.2K | Q1 2026 |
| AIRE ADVISORS, LLC$547M AUM | 4.16% | $23M | 88.4K | Q1 2026 |
| Davis Investment Partners, LLC$283M AUM | 4.06% | $11M | 44.6K | Q1 2026 |
| Roberts Financial Services LLC$314M AUM | 4.06% | $13M | 49.6K | Q1 2026 |
| HFG Advisors, Inc.$142M AUM | 4.04% | $6M | 22.3K | Q1 2026 |
| Systelligence, LLC$514M AUM | 3.98% | $21M | 71.4K | Q3 2025OLDER |
| Junk Investment Group, LLC$191M AUM | 3.96% | $8M | 29.4K | Q1 2026 |
| Payne Capital Management, LLC$331M AUM | 3.96% | $13M | 50.9K | Q1 2026 |
| Trust Co$1.1B AUM | 3.85% | $41M | 159.6K | Q1 2026 |
| Zeit Capital LLC$149M AUM | 3.85% | $6M | 22.3K | Q1 2026 |
| Marion Wealth Management$451M AUM | 3.44% | $16M | 60.4K | Q1 2026 |
| WoodTrust Financial Corp$775M AUM | 3.27% | $25M | 98.6K | Q1 2026 |
| REGIMEN WEALTH, LLC$342M AUM | 3.15% | $11M | 41.9K | Q1 2026 |
| Hapanowicz & Associates Financial Services, Inc$251M AUM | 3.12% | $8M | 30.5K | Q1 2026 |
| Aufman Associates Inc$204M AUM | 3.12% | $6M | 24.7K | Q1 2026 |
| KWMG, LLC$1.4B AUM | 3.06% | $37M | 142.5K | Q1 2026 |
| KIECKHEFER GROUP LLC$212M AUM | 2.86% | $6M | 23.5K | Q1 2026 |
| Arch Global Advisors, LLC$192M AUM | 2.83% | $5M | 21.1K | Q1 2026 |
| Sagace Wealth Management LLC$149M AUM | 2.82% | $4M | 16.3K | Q1 2026 |
| Rodgers & Associates, LTD$982M AUM | 2.78% | $27M | 106.3K | Q1 2026 |
| SWAN Capital LLC$272M AUM | 2.76% | $8M | 29.2K | Q1 2026 |
| Baring Financial LLC$182M AUM | 2.76% | $5M | 17.5K | Q1 2026 |
| IVC Wealth Advisors LLC$230M AUM | 2.73% | $6M | 24.4K | Q1 2026 |
| Tenret Co LLC$207M AUM | 2.69% | $6M | 21.7K | Q1 2026 |
| PLANNING DIRECTIONS INC$198M AUM | 2.69% | $5M | 20.7K | Q1 2026 |
| Compton Wealth Advisory Group, LLC$449M AUM | 2.69% | $12M | 46.3K | Q1 2026 |
| Fusion Capital, LLC$371M AUM | 2.67% | $10M | 38.4K | Q1 2026 |
| MidAtlantic Capital Management, Inc.$145M AUM | 2.64% | $4M | 14.9K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 2.61% | $92M | 357.5K | Q1 2026 |
| May Barnhard Investments LLC$206M AUM | 2.51% | $5M | 20.1K | Q1 2026 |
| McAdam, LLC$2.2B AUM | 2.42% | $54M | 208.8K | Q1 2026 |
| Opes Wealth Management LLC$609M AUM | 2.39% | $15M | 56.5K | Q1 2026 |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 2.36% | $19M | 73.8K | Q1 2026 |
| Strategic Wealth Advisors LLC$125M AUM | 2.35% | $3M | 11.4K | Q1 2026 |
| Wolff Financial Management LLC$453M AUM | 2.34% | $11M | 41.1K | Q1 2026 |
| Black Diamond Financial, LLC$916M AUM | 2.33% | $21M | 83.0K | Q1 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 2.27% | $268M | 1.04M | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 2.25% | $9M | 33.1K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 2.20% | $10M | 38.7K | Q1 2026 |
| Provident Wealth Management, LLC$331M AUM | 2.19% | $7M | 28.1K | Q1 2026 |
| Prosperity Planning, Inc.$395M AUM | 2.18% | $9M | 33.4K | Q1 2026 |
| 360 Financial, Inc.$332M AUM | 2.17% | $7M | 28.0K | Q1 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 2.03% | $14M | 55.9K | Q1 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA$367M AUM | 2.01% | $7M | 28.7K | Q1 2026 |
| TME FINANCIAL, INC.$144M AUM | 2.01% | $3M | 11.2K | Q1 2026 |
| MMA ASSET MANAGEMENT LLC$284M AUM | 2.00% | $6M | 20.1K | Q4 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 1.96% | $399M | 1.55M | Q1 2026 |
| Kassira Wealth Management LLC$109M AUM | 1.92% | $2M | 8.1K | Q1 2026 |
| Busey Bank$3.7B AUM | 1.90% | $70M | 272.7K | Q1 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 1.89% | $3M | 13.5K | Q1 2026 |
| Westwood Wealth Management$255M AUM | 1.85% | $2M | 8.8K | Q4 2025OLDER |
| Lionshead Wealth Management, LLC$136M AUM | 1.84% | $2M | 9.7K | Q1 2026 |
| FIRST UNITED BANK & TRUST$308M AUM | 1.80% | $6M | 21.5K | Q1 2026 |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 1.78% | $6M | 21.9K | Q1 2026 |
| Mustard Seed Financial, LLC$167M AUM | 1.73% | $3M | 11.2K | Q1 2026 |
| Operose Advisors LLC$431M AUM | 1.68% | $7M | 28.2K | Q1 2026 |
| ARVEST INVESTMENTS, INC.$733M AUM | 1.68% | $12M | 47.9K | Q1 2026 |
| Generations Wealth, LLC$103M AUM | 1.66% | $2M | 6.7K | Q1 2026 |
| Waterford Advisors, LLC$315M AUM | 1.66% | $5M | 22.9K | Q1 2026 |
| Cooksen Wealth, LLC$138M AUM | 1.65% | $2M | 8.8K | Q1 2026 |
| Fingerlakes Wealth Management, Inc.$151M AUM | 1.62% | $2M | 9.5K | Q1 2026 |
| INSPIRE TRUST CO, N.A.$648M AUM | 1.61% | $10M | 40.5K | Q1 2026 |
| LeConte Wealth Management, LLC$155M AUM | 1.58% | $2M | 9.5K | Q1 2026 |
| Jacobs Equity LLC$112M AUM | 1.58% | $2M | 6.0K | Q1 2026 |
| Goepper Burkhardt LLC$299M AUM | 1.51% | $5M | 17.6K | Q1 2026 |
| LifePlan Investment Advisors, Inc.$254M AUM | 1.51% | $4M | 14.9K | Q1 2026 |
| Bravera Wealth$222M AUM | 1.50% | $3M | 12.9K | Q1 2026 |
| rebel Financial LLC$231M AUM | 1.46% | $3M | 13.0K | Q1 2026 |
| WAYSTONE ADVISORS LLC$112M AUM | 1.45% | $2M | 6.3K | Q1 2026 |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 1.41% | $17M | 65.6K | Q1 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 1.41% | $3M | 11.2K | Q1 2026 |
| Tower View Wealth Management LLC$195M AUM | 1.41% | $3M | 10.6K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 1.39% | $185M | 717.5K | Q1 2026 |
| Base Wealth Management LLC$179M AUM | 1.31% | $2M | 8.7K | Q4 2025OLDER |
| NFSG Corp$608M AUM | 1.31% | $8M | 31.0K | Q1 2026 |
| Eagle Strategies LLC$837M AUM | 1.27% | $11M | 41.3K | Q1 2026 |
| Cranbrook Wealth Management, LLC$492M AUM | 1.23% | $6M | 23.5K | Q1 2026 |
| Orgel Wealth Management, LLC$4.6B AUM | 1.21% | $56M | 219.1K | Q1 2026 |
| Causey Wealth LLC$205M AUM | 1.19% | $2M | 8.3K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 1.18% | $24M | 94.8K | Q1 2026 |
| Meridian Financial Advisors, LLC$183M AUM | 1.17% | $2M | 8.3K | Q1 2026 |
| RTD Financial Advisors, Inc.$814M AUM | 1.17% | $10M | 36.9K | Q1 2026 |
| Marietta Wealth Management, LLC$841M AUM | 1.16% | $10M | 37.9K | Q1 2026 |
| Mascagni Wealth Management, Inc.$140M AUM | 1.16% | $2M | 6.3K | Q1 2026 |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 1.15% | $2M | 7.3K | Q1 2026 |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 1.14% | $2M | 6.1K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 1.12% | $551M | 2.14M | Q1 2026 |
| Capital Squared Financial LLC$131M AUM | 1.11% | $1M | 5.7K | Q1 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 1.11% | $3M | 12.9K | Q1 2026 |
| Fee-Only Financial Planning, L.C.$166M AUM | 1.10% | $2M | 7.1K | Q1 2026 |
| LOWERY THOMAS, LLC$175M AUM | 1.09% | $2M | 7.4K | Q1 2026 |
| Strategic Investment Advisors / MI$1.4B AUM | 1.06% | $15M | 59.6K | Q1 2026 |
| Redwood Investment Management, LLC$805M AUM | 1.01% | $8M | 31.5K | Q1 2026 |
| Nova Wealth Management, Inc.$154M AUM | 1.01% | $2M | 6.0K | Q1 2026 |
| Mainstream Capital Management LLC$149M AUM | 1.00% | $1M | 5.8K | Q1 2026 |
| Ifrah Financial Services, Inc.$378M AUM | 1.00% | $4M | 14.6K | Q1 2026 |
| Norris Financial Group, LLC$108M AUM | 0.99% | $1M | 6.3K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.98% | $5M | 20.1K | Q1 2026 |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.97% | $1M | 4.9K | Q1 2026 |
| Everhart Financial Group, Inc.$1.6B AUM | 0.97% | $11M | 44.1K | Q1 2026 |
| Capital Investment Counsel, LLC$730M AUM | 0.96% | $7M | 24.7K | Q4 2025OLDER |
| Genesis Financial Group, LLC$158M AUM | 0.95% | $1M | 5.8K | Q1 2026 |
| Peak Retirement Planning, Inc.$501M AUM | 0.93% | $5M | 18.2K | Q1 2026 |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.92% | $29M | 113.2K | Q1 2026 |
| Michels Family Financial, LLC$139M AUM | 0.91% | $1M | 4.9K | Q1 2026 |
| Dentgroup LLC$146M AUM | 0.90% | $1M | 4.7K | Q4 2025OLDER |
| TFB Advisors LLC$191M AUM | 0.89% | $2M | 6.6K | Q1 2026 |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.89% | $2M | 9.6K | Q1 2026 |
| STEPH & CO$351M AUM | 0.88% | $3M | 12.0K | Q1 2026 |
| Sterling Financial Planning, Inc.$337M AUM | 0.86% | $3M | 11.3K | Q1 2026 |
| Asset Management Group, Inc.$619M AUM | 0.86% | $5M | 20.6K | Q1 2026 |
| Wells Trecaso Financial Group, LLC$210M AUM | 0.85% | $2M | 6.1K | Q3 2025OLDER |
| STUART INVESTMENT ADVISORS, INC.$229M AUM | 0.83% | $2M | 7.4K | Q1 2026 |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.81% | $6M | 23.9K | Q1 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.81% | $2M | 8.0K | Q4 2025OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 0.81% | $2M | 8.4K | Q1 2026 |
| My Legacy Advisors, LLC$281M AUM | 0.80% | $2M | 7.9K | Q2 2025OLDER |
| Silver Lake Advisory, LLC$252M AUM | 0.80% | $2M | 7.4K | Q4 2025OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.80% | $4M | 14.1K | Q1 2026 |
| Oxinas Partners, LLC$254M AUM | 0.79% | $2M | 6.8K | Q1 2026 |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.78% | $1M | 4.7K | Q1 2026 |
| Fairscale Capital, LLC$145M AUM | 0.78% | $1M | 4.4K | Q1 2026 |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.74% | $1M | 5.3K | Q1 2026 |
| CJM Wealth Advisers, Ltd.$381M AUM | 0.73% | $2M | 9.3K | Q1 2026 |
| MSH Capital Advisors LLC$472M AUM | 0.73% | $3M | 13.4K | Q1 2026 |
| Wealth Preservation Advisors, LLC$120M AUM | 0.72% | $864,625 | 3.4K | Q1 2026 |
| MEMBERS WEALTH LLC$182M AUM | 0.72% | $1M | 4.2K | Q1 2026 |
| Intergy Private Wealth, LLC$341M AUM | 0.72% | $2M | 9.5K | Q1 2026 |
| Wambolt & Associates, LLC$297M AUM | 0.72% | $2M | 7.5K | Q2 2025OLDER |
| Finward Bancorp$125M AUM | 0.71% | $886,572 | 3.4K | Q1 2026 |
| Asset Allocation & Management Company, LLC$270M AUM | 0.70% | $2M | 7.3K | Q1 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.70% | $3M | 11.9K | Q1 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.68% | $3M | 10.3K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.68% | $27M | 106.6K | Q1 2026 |
| Center For Asset Management LLC$201M AUM | 0.68% | $1M | 5.3K | Q1 2026 |
| Weinberger Asset Management, Inc$267M AUM | 0.66% | $2M | 6.9K | Q1 2026 |
| Talon Private Wealth, LLC$753M AUM | 0.65% | $5M | 18.9K | Q1 2026 |
| LightSquare Wealth Management, LLC$133M AUM | 0.64% | $857,775 | 3.3K | Q1 2026 |
| BEACON ADVISORS HOLDINGS, LLC$187M AUM | 0.64% | $1M | 4.7K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.64% | $27M | 104.5K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.63% | $1M | 4.9K | Q1 2026 |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.63% | $24M | 92.7K | Q1 2026 |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.62% | $10M | 37.1K | Q1 2026 |
| Greenhouse Wealth Management, LLC$162M AUM | 0.62% | $1M | 3.9K | Q1 2026 |
| DeLarme Wealth Management, Inc.$155M AUM | 0.61% | $940,614 | 3.7K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.61% | $8M | 29.9K | Q1 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.60% | $5M | 19.2K | Q1 2026 |
| LMCG INVESTMENTS, LLC$1.7B AUM | 0.59% | $10M | 38.7K | Q1 2026 |
| Evergreen Wealth Management, LLC$194M AUM | 0.59% | $1M | 4.5K | Q1 2026 |
| Envision Financial Planning, LLC$276M AUM | 0.59% | $2M | 6.3K | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.57% | $27M | 104.4K | Q1 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.57% | $6M | 21.7K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.57% | $7M | 26.0K | Q1 2026 |
| Graetz Wealth LLC$112M AUM | 0.55% | $621,706 | 2.4K | Q1 2026 |
| Advocate Investing Services LLC$118M AUM | 0.55% | $651,868 | 2.5K | Q1 2026 |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.55% | $521,172 | 2.0K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.54% | $25M | 97.7K | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.54% | $139M | 541.1K | Q1 2026 |
| Net Worth Advisory Group$482M AUM | 0.53% | $3M | 9.9K | Q1 2026 |
| STEVENS CAPITAL PARTNERS$416M AUM | 0.52% | $2M | 8.5K | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.50% | $12M | 46.8K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.50% | $10M | 39.8K | Q1 2026 |
| Ally Invest Advisors Inc.$1.5B AUM | 0.50% | $7M | 28.8K | Q1 2026 |
| Shira Ridge Wealth Management$287M AUM | 0.50% | $1M | 4.9K | Q1 2026 |
| SilverOak Wealth Management LLC$632M AUM | 0.49% | $3M | 12.1K | Q1 2026 |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.49% | $11M | 37.7K | Q4 2025OLDER |
| Auxano Advisors, LLC$501M AUM | 0.49% | $2M | 9.6K | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.49% | $12M | 46.0K | Q1 2026 |
| LifeWealth Investments, LLC$374M AUM | 0.48% | $3M | 10.8K | Q3 2025OLDER |
| Berman McAleer LLC$733M AUM | 0.48% | $4M | 13.6K | Q1 2026 |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.47% | $7M | 27.4K | Q1 2026 |
| White Lighthouse Investment Management Inc.$721M AUM | 0.47% | $3M | 13.2K | Q1 2026 |
| HORIZON BANCORP INC /IN/$208M AUM | 0.47% | $977,000 | 3.8K | Q1 2026 |
| BKM Wealth Management, LLC$274M AUM | 0.47% | $1M | 5.0K | Q1 2026 |
| Bank of Marin$137M AUM | 0.47% | $638,741 | 2.5K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.46% | $62M | 240.6K | Q1 2026 |
| Geneva Partners, LLC$208M AUM | 0.46% | $955,102 | 3.7K | Q1 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.45% | $1M | 5.1K | Q4 2025OLDER |
| Merited Wealth, LLC$121M AUM | 0.44% | $531,170 | 2.1K | Q1 2026 |
| Smith Asset Management Co., LLC$127M AUM | 0.44% | $512,384 | 2.0K | Q1 2026 |
| Cordoba Advisory Partners LLC$362M AUM | 0.44% | $2M | 6.2K | Q1 2026 |
| WARNER FINANCIAL, INC$340M AUM | 0.44% | $1M | 4.9K | Q1 2026 |
| MorganRosel Wealth Management, LLC$254M AUM | 0.43% | $1M | 4.2K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.42% | $7M | 25.4K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.42% | $7M | 28.5K | Q1 2026 |
| Tannin Capital LLC$138M AUM | 0.42% | $582,383 | 2.3K | Q1 2026 |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.42% | $1M | 4.2K | Q1 2026 |
| Custos Family Office, LLC$147M AUM | 0.42% | $1M | 4.6K | Q2 2025OLDER |
| Tudor Financial Inc.$196M AUM | 0.42% | $813,931 | 2.9K | Q4 2025OLDER |
| First PREMIER Bank$433M AUM | 0.42% | $2M | 7.0K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.41% | $11M | 43.4K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.41% | $20M | 76.2K | Q1 2026 |
| Autumn Glory Partners, LLC$272M AUM | 0.41% | $1M | 4.3K | Q1 2026 |
| ERn Financial, LLC$532M AUM | 0.40% | $2M | 8.3K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.40% | $12M | 47.6K | Q1 2026 |
| Insight Advisors, LLC/ PA$525M AUM | 0.40% | $2M | 8.1K | Q1 2026 |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.39% | $9M | 36.5K | Q1 2026 |
| Friday Financial$373M AUM | 0.39% | $1M | 4.4K | Q1 2026 |
| Next Capital Management LLC$330M AUM | 0.39% | $1M | 5.0K | Q1 2026 |
| FC Advisory LLC$378M AUM | 0.39% | $1M | 5.1K | Q1 2026 |
| WILLNER & HELLER, LLC$160M AUM | 0.38% | $512,958 | 2.0K | Q1 2026 |
| Werba Rubin Papier Wealth Management$718M AUM | 0.38% | $3M | 10.5K | Q1 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 0.36% | $1M | 4.9K | Q1 2026 |
| Mathes Company, Inc.$274M AUM | 0.36% | $983,000 | 3.8K | Q1 2026 |
| Saranac Partners Ltd$234M AUM | 0.36% | $839,558 | 1.4K | Q1 2026 |
| Wood Tarver Financial Group, LLC$362M AUM | 0.36% | $1M | 5.0K | Q1 2026 |
| Axecap Investments, LLC$145M AUM | 0.35% | $573,074 | 2.1K | Q4 2025OLDER |
| Hilltop National Bank$468M AUM | 0.35% | $1M | 5.8K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.35% | $14M | 47.7K | Q2 2025OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.35% | $13M | 50.0K | Q1 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.35% | $3M | 12.1K | Q1 2026 |
| TPG Financial Advisors, LLC$307M AUM | 0.35% | $1M | 4.2K | Q1 2026 |
| Glenview Trust Co$6.4B AUM | 0.34% | $22M | 84.9K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.34% | $2M | 7.9K | Q1 2026 |
| Phillip James Consulting Co.$132M AUM | 0.34% | $451,000 | 4.4K | Q1 2026 |
| Keystone Financial Services, LLC$149M AUM | 0.34% | $507,100 | 2.0K | Q1 2026 |
| FWG Investments, LLC.$157M AUM | 0.34% | $533,862 | 2.1K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.34% | $36M | 137.8K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.34% | $12M | 47.0K | Q1 2026 |
| Owen LaRue, LLC$261M AUM | 0.33% | $867,538 | 3.4K | Q1 2026 |
| AVISO WEALTH MANAGEMENT$222M AUM | 0.33% | $737,976 | 2.9K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.33% | $33M | 129.0K | Q1 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.33% | $5M | 19.9K | Q1 2026 |
| Brand Asset Management Group, Inc.$385M AUM | 0.33% | $1M | 4.9K | Q1 2026 |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.32% | $4M | 16.6K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.32% | $12M | 45.7K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.32% | $6M | 23.0K | Q1 2026 |
| Madison Park Capital Advisors, LLC$140M AUM | 0.32% | $410,609 | 1.6K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.32% | $4M | 16.2K | Q1 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.32% | $6M | 23.6K | Q1 2026 |
| KPP Advisory Services LLC$689M AUM | 0.32% | $2M | 8.5K | Q1 2026 |
| Whitegate Investment Counselors, Inc.$315M AUM | 0.32% | $1M | 3.9K | Q1 2026 |
| Strategic Financial Partners, Ltd.$232M AUM | 0.32% | $733,938 | 2.9K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.31% | $865,869 | 3.4K | Q1 2026 |
| High Net Worth Advisory Group LLC$429M AUM | 0.31% | $1M | 5.2K | Q1 2026 |
| Independence Asset Advisors, LLC$277M AUM | 0.31% | $856,057 | 3.3K | Q1 2026 |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.31% | $3M | 9.8K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.31% | $2M | 8.2K | Q1 2026 |
| TSFG, LLC$659M AUM | 0.31% | $2M | 7.9K | Q1 2026 |
| Sterling Investment Counsel, LLC$357M AUM | 0.31% | $1M | 4.2K | Q1 2026 |
| WEST BANCORPORATION INC$200M AUM | 0.30% | $596,537 | 2.3K | Q1 2026 |
| Thayer Partners, LLC / MA$210M AUM | 0.30% | $622,937 | 2.4K | Q1 2026 |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.30% | $3M | 12.1K | Q1 2026 |
| Frisch Financial Group, Inc.$478M AUM | 0.30% | $1M | 5.5K | Q1 2026 |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.29% | $7M | 28.8K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.29% | $7M | 27.6K | Q1 2026 |
| Capital Advisors, Ltd. LLC$880M AUM | 0.29% | $3M | 9.9K | Q1 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC$382M AUM | 0.29% | $937,088 | 3.6K | Q1 2026 |
| SGL Investment Advisors, Inc.$266M AUM | 0.29% | $770,720 | 2.7K | Q1 2026 |
| Capital Management Associates, Inc$442M AUM | 0.29% | $1M | 4.9K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.29% | $3M | 10.0K | Q1 2026 |
| Community Financial Services Group, LLC$686M AUM | 0.29% | $2M | 6.2K | Q1 2026 |
| Accel Wealth Management$383M AUM | 0.28% | $1M | 4.2K | Q1 2026 |
| Richard P Slaughter Associates Inc$463M AUM | 0.28% | $1M | 5.1K | Q1 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 0.28% | $294,666 | 1.1K | Q1 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.28% | $2M | 7.3K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.28% | $5M | 18.6K | Q1 2026 |
| SOL Capital Management CO$206M AUM | 0.27% | $3M | 10.8K | Q4 2025OLDER |
| LWM ADVISORS INC$134M AUM | 0.27% | $311,482 | 1.2K | Q1 2026 |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.27% | $2M | 6.1K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.27% | $4M | 14.7K | Q1 2026 |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.27% | $2M | 6.7K | Q1 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA$382M AUM | 0.27% | $1M | 4.0K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.26% | $3M | 11.9K | Q1 2026 |
| Burns Matteson Capital Management, LLC$273M AUM | 0.26% | $719,253 | 2.8K | Q1 2026 |
| AMARA FINANCIAL, LLC.$145M AUM | 0.26% | $381,033 | 1.5K | Q1 2026 |
| UPTICK PARTNERS, LLC$502M AUM | 0.26% | $1M | 5.1K | Q1 2026 |
| GEN Financial Management, INC.$162M AUM | 0.26% | $422,054 | 1.6K | Q1 2026 |
| Evolution Advisers, Inc.$237M AUM | 0.26% | $614,000 | 2.4K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.26% | $4M | 16.4K | Q1 2026 |
| Ridgewood Investments LLC$244M AUM | 0.26% | $624,034 | 2.4K | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.25% | $2M | 7.2K | Q1 2026 |
| Keel Point, LLC$1.5B AUM | 0.25% | $4M | 14.7K | Q4 2025OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.25% | $1M | 4.1K | Q1 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC$183M AUM | 0.24% | $447,531 | 1.7K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.24% | $1M | 4.5K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.24% | $2M | 8.8K | Q1 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.24% | $668,469 | 2.3K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.24% | $7M | 26.8K | Q1 2026 |
| Heirloom Wealth Management$555M AUM | 0.24% | $1M | 5.1K | Q1 2026 |
| CROBAN$213M AUM | 0.23% | $499,488 | 1.9K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.23% | $50M | 194.6K | Q1 2026 |
| Financial Freedom, LLC$201M AUM | 0.23% | $468,292 | 1.8K | Q1 2026 |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.23% | $2M | 8.4K | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.23% | $9M | 33.9K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.23% | $2M | 9.0K | Q1 2026 |
| Fortis Capital Advisors, LLC$763M AUM | 0.23% | $2M | 6.8K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.22% | $2M | 7.1K | Q4 2025OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.22% | $418,194 | 1.6K | Q1 2026 |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.22% | $284,886 | 1.1K | Q1 2026 |
| Integrated Investment Consultants, LLC$471M AUM | 0.22% | $1M | 4.0K | Q4 2025OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.22% | $600,655 | 2.3K | Q1 2026 |
| Copia Wealth Management$146M AUM | 0.21% | $312,680 | 1.2K | Q1 2026 |
| Refined Wealth Management$158M AUM | 0.21% | $319,057 | 1.1K | Q4 2025OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 0.21% | $790,320 | 2.8K | Q2 2025OLDER |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 0.21% | $700,473 | 2.7K | Q1 2026 |
| Meriwether Wealth & Planning, LLC$202M AUM | 0.21% | $361,655 | 1.2K | Q3 2025OLDER |
| VALLEY NATIONAL ADVISERS INC$773M AUM | 0.21% | $2M | 6.3K | Q1 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.21% | $696,958 | 2.7K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.21% | $5M | 18.0K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.21% | $5M | 21.1K | Q1 2026 |
| Van Diest Capital, LLC$127M AUM | 0.21% | $261,684 | 1.0K | Q1 2026 |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.21% | $2M | 6.4K | Q1 2026 |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.20% | $308,820 | 1.2K | Q1 2026 |
| Bouvel Investment Partners, LLC$345M AUM | 0.20% | $705,911 | 2.7K | Q1 2026 |
| Old North State Wealth Management, LLC$234M AUM | 0.20% | $442,065 | 1.7K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.20% | $5M | 17.7K | Q1 2026 |
| Artesa Financial Group, LLC$105M AUM | 0.20% | $211,799 | 823 | Q1 2026 |
| Coquina Private Wealth LLC$124M AUM | 0.20% | $250,746 | 974 | Q1 2026 |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.20% | $3M | 12.2K | Q1 2026 |
| CITY HOLDING CO$800M AUM | 0.20% | $2M | 6.2K | Q1 2026 |
| Collaborative Wealth Managment Inc.$218M AUM | 0.20% | $566,375 | 2.0K | Q4 2025OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.20% | $885,541 | 3.4K | Q1 2026 |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.20% | $409,187 | 1.6K | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.20% | $12M | 45.9K | Q1 2026 |
| VANCE WEALTH, LLC$346M AUM | 0.20% | $680,948 | 2.6K | Q1 2026 |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.19% | $708,479 | 2.6K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.19% | $17M | 57.8K | Q3 2025OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.19% | $3M | 13.0K | Q1 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.19% | $748,897 | 2.9K | Q1 2026 |
| Odyssey Capital Advisors, Inc.$112M AUM | 0.19% | $216,174 | 840 | Q1 2026 |
| Ironwood Financial, llc$573M AUM | 0.19% | $1M | 4.3K | Q1 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.19% | $472,457 | 1.8K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.19% | $7M | 27.5K | Q1 2026 |
| MidWestOne Financial Group, Inc.$900M AUM | 0.19% | $2M | 6.1K | Q4 2025OLDER |
| Shade Tree Advisors LLC$140M AUM | 0.19% | $250,668 | 898 | Q4 2025OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.19% | $2M | 9.1K | Q1 2026 |
| Powell Investment Advisors, LLC$290M AUM | 0.19% | $542,751 | 2.1K | Q1 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.19% | $276,651 | 1.1K | Q1 2026 |
| Texas Yale Capital Corp.$3.5B AUM | 0.19% | $7M | 25.5K | Q1 2026 |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 0.19% | $326,686 | 1.3K | Q1 2026 |
| Family Manage LLC$834M AUM | 0.18% | $2M | 6.0K | Q1 2026 |
| JMG Financial Group, Ltd.$3.6B AUM | 0.18% | $7M | 26.0K | Q1 2026 |
| Investor's Fiduciary Advisor Network, LLC$326M AUM | 0.18% | $841,000 | 3.0K | Q4 2025OLDER |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 0.18% | $817,045 | 3.2K | Q1 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.18% | $3M | 11.0K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.18% | $610,292 | 2.4K | Q1 2026 |
| Triton Wealth Management, PLLC$270M AUM | 0.18% | $482,410 | 1.8K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.18% | $353,856 | 1.4K | Q1 2026 |
| Wilkerson Advisory Group LLC$291M AUM | 0.18% | $515,698 | 2.0K | Q1 2026 |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.18% | $2M | 7.8K | Q1 2026 |
| Horizon Family Wealth, Inc.$189M AUM | 0.17% | $328,533 | 1.3K | Q1 2026 |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 0.17% | $261,210 | 1.0K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.17% | $10M | 38.8K | Q1 2026 |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 0.17% | $4M | 15.5K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.17% | $2M | 8.2K | Q4 2025OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.17% | $272,277 | 1.1K | Q1 2026 |
| Elm3 Financial Group, LLC$118M AUM | 0.17% | $200,733 | 780 | Q1 2026 |
| Alpine Bank Wealth Management$688M AUM | 0.17% | $1M | 4.5K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.17% | $4M | 16.8K | Q1 2026 |
| TRB Wealth Management, LLC$704M AUM | 0.17% | $1M | 4.6K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.17% | $1M | 4.5K | Q3 2025OLDER |
| Aurora Private Wealth, Inc.$140M AUM | 0.17% | $224,000 | 789 | Q2 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.17% | $287M | 1.11M | Q1 2026 |
| Berkshire Money Management, Inc.$976M AUM | 0.17% | $2M | 6.2K | Q4 2025OLDER |
| White Knight Strategic Wealth Advisors, LLC$119M AUM | 0.16% | $208,591 | 710 | Q3 2025OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.16% | $1M | 4.1K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.16% | $11M | 41.2K | Q1 2026 |
| FDx Advisors, Inc.$313M AUM | 0.16% | $500,000 | 1.9K | Q1 2026 |
| FSA Wealth Management LLC$273M AUM | 0.16% | $435,737 | 2.5K | Q3 2025OLDER |
| McNamara Financial Services, Inc.$528M AUM | 0.16% | $837,160 | 3.3K | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.16% | $2M | 7.0K | Q1 2026 |
| Creekside Partners$243M AUM | 0.16% | $384,003 | 1.5K | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.16% | $1M | 4.2K | Q1 2026 |
| J HAGAN CAPITAL, INC.$185M AUM | 0.16% | $290,548 | 1.1K | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.16% | $394,014 | 1.5K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.15% | $3M | 10.2K | Q1 2026 |
| Monetary Solutions, Ltd$103M AUM | 0.15% | $159,300 | 619 | Q1 2026 |
| FFT WEALTH MANAGEMENT LLC$552M AUM | 0.15% | $845,909 | 3.3K | Q1 2026 |
| Apollon Financial, LLC$723M AUM | 0.15% | $1M | 4.3K | Q1 2026 |
| Obsidian Personal Planning Solutions LLC$288M AUM | 0.15% | $436,099 | 1.5K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.15% | $40M | 155.1K | Q1 2026 |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.15% | $426,823 | 1.7K | Q1 2026 |
| Baldwin Investment Management, LLC$856M AUM | 0.15% | $1M | 5.0K | Q1 2026 |
| Hexagon Capital Partners LLC$683M AUM | 0.15% | $1M | 4.0K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.15% | $84M | 328.1K | Q1 2026 |
| Tempo Wealth, LLC$573M AUM | 0.15% | $856,474 | 3.3K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.15% | $12M | 46.5K | Q1 2026 |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.15% | $1M | 5.5K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.15% | $3M | 11.8K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.15% | $2M | 9.4K | Q1 2026 |
| Sierra Capital LLC$918M AUM | 0.15% | $1M | 5.2K | Q1 2026 |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.15% | $638,228 | 2.5K | Q1 2026 |
| Smith Anglin Financial, LLC$1.1B AUM | 0.15% | $2M | 5.7K | Q2 2025OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 0.15% | $965,274 | 3.8K | Q1 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.15% | $1M | 3.6K | Q2 2025OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.14% | $2M | 7.7K | Q1 2026 |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.14% | $2M | 6.9K | Q1 2026 |
| Claris Financial LLC$183M AUM | 0.14% | $259,956 | 1.0K | Q1 2026 |
| Wick Capital Partners, LLC$548M AUM | 0.14% | $771,278 | 3.0K | Q1 2026 |
| WP Advisors, LLC$387M AUM | 0.14% | $543,022 | 2.1K | Q1 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 0.14% | $1M | 5.2K | Q1 2026 |
| SAWGRASS ASSET MANAGEMENT LLC$664M AUM | 0.14% | $1M | 4.0K | Q4 2025OLDER |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.14% | $6M | 21.5K | Q2 2025OLDER |
| Blackston Financial Advisory Group, LLC$160M AUM | 0.14% | $220,789 | 858 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.14% | $224M | 871.8K | Q1 2026 |
| SYNTAX RESEARCH, INC.$157M AUM | 0.14% | $215,402 | 837 | Q1 2026 |
| Bernardo Wealth Planning LLC$511M AUM | 0.14% | $699,992 | 2.7K | Q1 2026 |
| Pinion Investment Advisors, LLC$428M AUM | 0.14% | $586,501 | 2.3K | Q1 2026 |
| Passive Capital Management, LLC.$335M AUM | 0.14% | $457,568 | 1.8K | Q1 2026 |
| ELLERSON GROUP INC /ADV$153M AUM | 0.14% | $200,981 | 720 | Q4 2025OLDER |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 0.13% | $371,315 | 1.4K | Q1 2026 |
| Waterfront Wealth Inc.$545M AUM | 0.13% | $729,587 | 2.8K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.13% | $37M | 142.0K | Q1 2026 |
| Bridgewealth Advisory Group, LLC$482M AUM | 0.13% | $635,100 | 2.5K | Q1 2026 |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.13% | $2M | 7.2K | Q1 2026 |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.13% | $2M | 6.5K | Q1 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.13% | $4M | 13.8K | Q1 2026 |
| William Mack & Associates, Inc.$175M AUM | 0.13% | $278,861 | 999 | Q4 2025OLDER |
| BCS Wealth Management$490M AUM | 0.13% | $629,736 | 2.4K | Q1 2026 |
| Sunrise Financial Services, LLC$141M AUM | 0.13% | $180,145 | 700 | Q1 2026 |
| Prosperity Wealth Management, Inc.$300M AUM | 0.13% | $376,090 | 1.3K | Q3 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.13% | $11M | 41.6K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.13% | $708,260 | 2.8K | Q1 2026 |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.13% | $211,284 | 821 | Q1 2026 |
| CX Institutional$3.5B AUM | 0.13% | $4M | 16.2K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.13% | $5M | 20.7K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.13% | $262M | 1.04M | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.13% | $2M | 7.6K | Q3 2025OLDER |
| Simmons Bank$1.5B AUM | 0.12% | $2M | 7.2K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.12% | $16M | 63.2K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.12% | $645,946 | 2.5K | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.12% | $248,601 | 966 | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.12% | $377,591 | 1.5K | Q1 2026 |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.12% | $1M | 5.5K | Q1 2026 |
| EWA, LLC$548M AUM | 0.12% | $541,229 | 2.1K | Q1 2026 |
| Financial Council, LLC$259M AUM | 0.12% | $317,055 | 1.2K | Q1 2026 |
| Monument Group Wealth Advisors, LLC$180M AUM | 0.12% | $224,093 | 802 | Q4 2025OLDER |
| MOR Wealth Management, LLC$218M AUM | 0.12% | $265,585 | 1.0K | Q1 2026 |
| Lee-Kelleher Wealth Management$168M AUM | 0.12% | $204,593 | 795 | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.12% | $132M | 513.8K | Q1 2026 |
| WRAPMANAGER INC$288M AUM | 0.12% | $349,739 | 1.4K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.12% | $2M | 7.2K | Q1 2026 |
| WMG Financial Advisors, LLC$240M AUM | 0.12% | $363,211 | 1.2K | Q3 2025OLDER |
| Silver Coast Investments LLC$313M AUM | 0.12% | $379,635 | 1.5K | Q1 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.12% | $2M | 6.7K | Q4 2025OLDER |
| Daviman Financial, LLC$169M AUM | 0.12% | $204,336 | 794 | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.12% | $23M | 88.7K | Q1 2026 |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.12% | $272,791 | 1.1K | Q1 2026 |
| Royal Fund Management, LLC$1.1B AUM | 0.12% | $1M | 4.7K | Q4 2025OLDER |
| Long Island Wealth Management, Inc.$216M AUM | 0.12% | $256,321 | 996 | Q1 2026 |
| Petix & Botte Co$449M AUM | 0.12% | $529,626 | 2.1K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.12% | $4M | 13.2K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.12% | $3M | 10.3K | Q1 2026 |
| Argentarii, LLC$286M AUM | 0.12% | $333,040 | 1.3K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.12% | $2M | 7.4K | Q1 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 0.12% | $289,004 | 1.1K | Q1 2026 |
| Axis Wealth Partners, LLC$188M AUM | 0.12% | $217,543 | 845 | Q1 2026 |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.12% | $2M | 8.9K | Q1 2026 |
| Cohen Klingenstein LLC$3.1B AUM | 0.12% | $4M | 13.9K | Q1 2026 |
| Cornerstone Advisory, LLC$1.1B AUM | 0.11% | $1M | 4.7K | Q1 2026 |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.11% | $555,619 | 2.2K | Q1 2026 |
| St. Louis Trust Co$856M AUM | 0.11% | $978,107 | 3.8K | Q1 2026 |
| Milestone Investment Advisors LLC$414M AUM | 0.11% | $470,436 | 1.8K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 0.11% | $4M | 13.0K | Q1 2026 |
| Sara-Bay Financial$333M AUM | 0.11% | $376,503 | 1.5K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.11% | $14M | 55.8K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.11% | $20M | 77.1K | Q1 2026 |
| Bishop & Co Investment Management, LLC$292M AUM | 0.11% | $324,261 | 1.3K | Q1 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.11% | $2M | 7.9K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.11% | $40M | 154.3K | Q1 2026 |
| Gallacher Capital Management LLC$261M AUM | 0.11% | $285,916 | 1.1K | Q1 2026 |
| Richmond Investment Services, LLC$619M AUM | 0.11% | $670,866 | 2.6K | Q1 2026 |
| Centricity Wealth Management, LLC$125M AUM | 0.11% | $135,085 | 475 | Q2 2025OLDER |
| DDFG, Inc$464M AUM | 0.11% | $500,906 | 1.9K | Q1 2026 |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.11% | $320,312 | 1.2K | Q1 2026 |
| Clarity Capital Advisors, LLC$215M AUM | 0.11% | $228,898 | 889 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.11% | $3M | 11.3K | Q4 2025OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.10% | $114,006 | 443 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.10% | $4M | 14.4K | Q1 2026 |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.10% | $602,971 | 2.3K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.10% | $4M | 16.5K | Q1 2026 |
| SWP FINANCIAL LLC$196M AUM | 0.10% | $204,889 | 734 | Q4 2025OLDER |
| Prospera Capital Management, LLC$199M AUM | 0.10% | $212,297 | 723 | Q3 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.10% | $8M | 32.3K | Q1 2026 |
| AIMZ Investment Advisors, LLC$324M AUM | 0.10% | $330,695 | 1.3K | Q1 2026 |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.10% | $2M | 7.9K | Q1 2026 |
| Linscomb Wealth, Inc.$2.2B AUM | 0.10% | $2M | 8.8K | Q1 2026 |
| Legacy Financial Group LLC$795M AUM | 0.10% | $803,961 | 3.1K | Q1 2026 |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.10% | $3M | 12.9K | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.10% | $2M | 6.1K | Q1 2026 |
| Morton Brown Family Wealth, LLC$378M AUM | 0.10% | $380,878 | 1.5K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.10% | $5M | 19.8K | Q1 2026 |
| Revolve Wealth Partners, LLC$965M AUM | 0.10% | $767,850 | 3.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.10% | $71M | 276.9K | Q1 2026 |
| Vertex Planning Partners, LLC$515M AUM | 0.10% | $518,833 | 1.8K | Q3 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.10% | $2M | 7.7K | Q2 2025OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.10% | $3M | 9.8K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.