VTEBVANGUARD MUN BD FDS
CUSIP 922907746 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Mun Bd Fds (VTEB) has 1,338 institutional holders in Filings Flow’s 13F database, together reporting 561.27M shares worth $27.4B as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Northwestern Mutual Wealth Management Co, and Creative Planning.
Institutional Holders
1,338
Q1 2026
Reported Value
$27.4B
Ticker
VTEB
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Lexington Hill Partners, LLC$206M AUM | 20.37% | $36M | 721.1K | Q1 2026 |
| BAKER BOYER NATIONAL BANK$333M AUM | 17.57% | $58M | 1.17M | Q1 2026 |
| ATMOS ADVISORY, LLC$191M AUM | 12.41% | $22M | 438.0K | Q1 2026 |
| Sunflower Bank, N.A.$392M AUM | 11.40% | $45M | 896.2K | Q1 2026 |
| Frisco Financial Planning LLC$133M AUM | 11.39% | $14M | 276.7K | Q1 2026 |
| TEXAS CAPITAL BANCSHARES INC/TX$254M AUM | 11.33% | $29M | 575.0K | Q3 2025OLDER |
| Mallini Complete Financial Planning LLC$140M AUM | 10.15% | $13M | 256.8K | Q1 2026 |
| BIP Alliance, LLC$260M AUM | 10.04% | $26M | 533.2K | Q2 2025OLDER |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 10.01% | $71M | 1.43M | Q1 2026 |
| Ackerman Capital Advisors, LLC$488M AUM | 9.78% | $48M | 957.0K | Q1 2026 |
| West Financial Advisors, LLC$659M AUM | 9.27% | $55M | 1.09M | Q1 2026 |
| Astoria Strategic Wealth, Inc.$394M AUM | 8.17% | $32M | 645.0K | Q1 2026 |
| Topsail Wealth Management, LLC$678M AUM | 8.10% | $55M | 1.10M | Q1 2026 |
| REGIMEN WEALTH, LLC$342M AUM | 7.37% | $25M | 505.6K | Q1 2026 |
| Luminvest Wealth Management LLC$382M AUM | 7.08% | $27M | 540.6K | Q1 2026 |
| Joel Adams & Associates, Inc.$135M AUM | 7.01% | $9M | 189.1K | Q1 2026 |
| Stembrook Asset Management, LLC$102M AUM | 6.88% | $7M | 140.8K | Q1 2026 |
| Heritage Investment Group, Inc.$661M AUM | 6.56% | $43M | 868.3K | Q1 2026 |
| Veratis Advisors, Inc.$126M AUM | 6.47% | $8M | 160.7K | Q4 2025OLDER |
| Seneca Financial Advisors LLC$341M AUM | 6.43% | $22M | 439.6K | Q1 2026 |
| Level Wealth Management LLC$213M AUM | 6.28% | $13M | 268.7K | Q1 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM | 6.11% | $12M | 230.0K | Q3 2025OLDER |
| ASPIRIANT, LLC$3.5B AUM | 6.02% | $211M | 4.23M | Q1 2026 |
| CAPSTONE CAPITAL LLC$155M AUM | 5.92% | $9M | 184.1K | Q1 2026 |
| Tenret Co LLC$207M AUM | 5.90% | $12M | 245.0K | Q1 2026 |
| Colony Family Offices, LLC$406M AUM | 5.29% | $21M | 429.6K | Q1 2026 |
| Lutz Financial Services LLC$1.5B AUM | 5.26% | $78M | 1.57M | Q1 2026 |
| Vested Financial Planning, LLC$131M AUM | 5.12% | $7M | 134.6K | Q1 2026 |
| Northern Lights Advisors, Inc.$148M AUM | 4.97% | $7M | 147.1K | Q1 2026 |
| Logan Stone Capital, LLC$360M AUM | 4.88% | $18M | 352.4K | Q1 2026 |
| Passive Capital Management, LLC.$335M AUM | 4.84% | $16M | 325.0K | Q1 2026 |
| Physician Wealth Solutions Inc.$242M AUM | 4.73% | $11M | 229.0K | Q1 2026 |
| Gutierrez Wealth Advisory, LLC$161M AUM | 4.63% | $7M | 149.2K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 4.62% | $315M | 6.32M | Q1 2026 |
| Yeomans Consulting Group, Inc.$341M AUM | 4.58% | $16M | 311.0K | Q4 2025OLDER |
| NewCorp Financial Services, Inc.$115M AUM | 4.57% | $5M | 105.6K | Q1 2026 |
| Fort Point Capital Partners LLC$825M AUM | 4.54% | $37M | 751.2K | Q1 2026 |
| Rochester Wealth Strategies, LLC$165M AUM | 4.45% | $7M | 147.2K | Q1 2026 |
| Mustard Seed Financial, LLC$167M AUM | 4.42% | $7M | 147.8K | Q1 2026 |
| VERUS WEALTH MANAGEMENT, LLC$108M AUM | 4.33% | $5M | 93.6K | Q1 2026 |
| MBB PUBLIC MARKETS I LLC$839M AUM | 4.27% | $36M | 718.5K | Q1 2026 |
| Finhabits Advisors LLC$108M AUM | 4.20% | $5M | 91.2K | Q1 2026 |
| Keystone Global Partners, LLC$265M AUM | 4.16% | $9M | 187.9K | Q1 2026 |
| Newton One Investments LLC$368M AUM | 4.10% | $15M | 302.5K | Q1 2026 |
| Members Trust Co$3.0B AUM | 4.07% | $122M | 2.45M | Q1 2026 |
| MOLLER WEALTH PARTNERS$507M AUM | 4.02% | $20M | 408.4K | Q1 2026 |
| Full Sail Capital, LLC$1.8B AUM | 3.97% | $72M | 1.44M | Q3 2025OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 3.95% | $35M | 703.8K | Q1 2026 |
| Roth Financial Partners LLC$293M AUM | 3.95% | $12M | 232.0K | Q1 2026 |
| K2 Financial Inc.$138M AUM | 3.88% | $5M | 105.7K | Q1 2026 |
| BSW Wealth Partners$819M AUM | 3.83% | $31M | 629.5K | Q1 2026 |
| COOPER/HAIMS ADVISORS, LLC$212M AUM | 3.80% | $8M | 161.9K | Q1 2026 |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 3.80% | $6M | 114.9K | Q1 2026 |
| Divergent Planning, LLC$392M AUM | 3.76% | $15M | 292.2K | Q4 2025OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 3.75% | $38M | 770.9K | Q1 2026 |
| Orgel Wealth Management, LLC$4.6B AUM | 3.72% | $173M | 3.47M | Q1 2026 |
| Envision Financial Planning, LLC$276M AUM | 3.67% | $8M | 159.9K | Q2 2025OLDER |
| Towneley Capital Management, Inc / DE$478M AUM | 3.62% | $17M | 347.0K | Q1 2026 |
| Shade Tree Advisors LLC$140M AUM | 3.53% | $5M | 98.7K | Q1 2026 |
| Gleason Group, Inc.$1.0B AUM | 3.44% | $35M | 695.4K | Q1 2026 |
| Vannoy Advisory Group, Inc.$158M AUM | 3.40% | $5M | 107.6K | Q1 2026 |
| Sanchez Levi Garrett$159M AUM | 3.20% | $5M | 102.4K | Q1 2026 |
| Single Point Partners, LLC$503M AUM | 3.15% | $16M | 317.4K | Q1 2026 |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 3.14% | $5M | 107.0K | Q1 2026 |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 3.14% | $5M | 98.8K | Q1 2026 |
| One Wealth Advisors, LLC$803M AUM | 3.06% | $25M | 492.3K | Q1 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 3.03% | $45M | 894.2K | Q1 2026 |
| Brooklyn FI, LLC$476M AUM | 3.03% | $14M | 288.9K | Q1 2026 |
| Envision Financial LLC$186M AUM | 2.89% | $5M | 107.6K | Q1 2026 |
| Beacon Wealthcare LLC$312M AUM | 2.87% | $8M | 163.2K | Q1 2026 |
| Willow Creek Wealth Management Inc.$1.2B AUM | 2.80% | $34M | 680.0K | Q3 2025OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 2.79% | $18M | 357.3K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 2.78% | $77M | 1.55M | Q1 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 2.76% | $6M | 113.6K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 2.73% | $1.2B | 24.91M | Q1 2026 |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 2.70% | $46M | 913.2K | Q1 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$390M AUM | 2.70% | $9M | 189.0K | Q1 2026 |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 2.67% | $16M | 330.1K | Q1 2026 |
| DRAVO BAY LLC$246M AUM | 2.63% | $6M | 129.9K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 2.57% | $80M | 1.59M | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 2.55% | $29M | 564.1K | Q1 2026 |
| 25 LLC$324M AUM | 2.50% | $8M | 162.4K | Q1 2026 |
| CONQUIS FINANCIAL LLC$121M AUM | 2.48% | $3M | 59.3K | Q1 2026 |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 2.47% | $8M | 157.2K | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 2.44% | $634M | 12.71M | Q1 2026 |
| RCS Financial Planning, LLC$193M AUM | 2.43% | $5M | 94.0K | Q1 2026 |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 2.42% | $26M | 529.1K | Q1 2026 |
| Sincerus Advisory, LLC$147M AUM | 2.40% | $3M | 63.6K | Q1 2026 |
| L2 Asset Management, LLC$1.1B AUM | 2.40% | $25M | 505.3K | Q1 2026 |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 2.37% | $35M | 695.3K | Q4 2025OLDER |
| Bowman & Co S.C.$237M AUM | 2.35% | $6M | 110.8K | Q4 2025OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 2.32% | $212M | 4.25M | Q1 2026 |
| Financial Planning Navigators CORP$228M AUM | 2.30% | $5M | 105.1K | Q1 2026 |
| San Luis Wealth Advisors LLC$604M AUM | 2.30% | $14M | 278.1K | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 2.28% | $44M | 891.4K | Q2 2025OLDER |
| Facet Wealth, Inc.$5.8B AUM | 2.28% | $132M | 2.64M | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 2.26% | $40M | 811.2K | Q1 2026 |
| ONE Advisory Partners, LLC$324M AUM | 2.26% | $7M | 147.3K | Q1 2026 |
| Acumen Wealth Advisors, LLC$372M AUM | 2.24% | $8M | 167.3K | Q1 2026 |
| GenTrust, LLC$2.3B AUM | 2.23% | $52M | 1.05M | Q1 2026 |
| Altiora Financial Group, LLC$607M AUM | 2.22% | $13M | 270.0K | Q1 2026 |
| AMI INVESTMENT MANAGEMENT INC$445M AUM | 2.21% | $10M | 197.0K | Q1 2026 |
| Vishria Bird Financial Group, LLC$510M AUM | 2.21% | $7M | 135.3K | Q2 2025OLDER |
| PLANWISER FINANCIAL, LLC$138M AUM | 2.20% | $3M | 60.6K | Q1 2026 |
| Traction Financial Partners, LLC$162M AUM | 2.20% | $4M | 71.5K | Q1 2026 |
| Midwestern Financial, LLC /IA$127M AUM | 2.16% | $3M | 55.0K | Q1 2026 |
| CHRISTINE MESSMER PC$156M AUM | 2.13% | $3M | 66.8K | Q1 2026 |
| ForthRight Wealth Management, LLC$353M AUM | 2.11% | $7M | 149.2K | Q1 2026 |
| LifePlan Investment Advisors, Inc.$254M AUM | 2.06% | $5M | 105.3K | Q1 2026 |
| Firestone Capital Management$480M AUM | 2.06% | $10M | 198.4K | Q1 2026 |
| Allodium Investment Consultants, LLC$209M AUM | 2.06% | $4M | 86.1K | Q1 2026 |
| Schiavi & Co LLC$337M AUM | 2.04% | $7M | 137.4K | Q1 2026 |
| Heartwood Wealth Advisors LLC$1.1B AUM | 2.03% | $23M | 465.9K | Q1 2026 |
| Benchmark Wealth Management, LLC$225M AUM | 1.99% | $4M | 91.4K | Q2 2025OLDER |
| WealthCollab, LLC$243M AUM | 1.98% | $5M | 96.2K | Q1 2026 |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 1.96% | $4M | 83.5K | Q1 2026 |
| Partners in Financial Planning$603M AUM | 1.96% | $12M | 236.6K | Q1 2026 |
| Summit Wealth Group, LLC$436M AUM | 1.93% | $8M | 169.0K | Q1 2026 |
| William Mack & Associates, Inc.$175M AUM | 1.93% | $3M | 67.8K | Q1 2026 |
| Values Added Financial LLC$238M AUM | 1.90% | $5M | 90.7K | Q1 2026 |
| Trinity Financial Advisors LLC$389M AUM | 1.89% | $7M | 132.8K | Q1 2026 |
| Brewster Financial Planning LLC$165M AUM | 1.88% | $3M | 62.2K | Q1 2026 |
| Stewardship Advisors, LLC$435M AUM | 1.88% | $8M | 163.8K | Q1 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC$551M AUM | 1.87% | $10M | 206.6K | Q1 2026 |
| Jordan Park Group LLC$1.9B AUM | 1.87% | $35M | 703.3K | Q1 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC$122M AUM | 1.86% | $2M | 45.5K | Q1 2026 |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 1.85% | $7M | 135.1K | Q1 2026 |
| Resonant Capital Advisors, LLC$1.9B AUM | 1.84% | $35M | 702.0K | Q1 2026 |
| Hurlow Wealth Management Group, Inc.$420M AUM | 1.82% | $8M | 153.6K | Q1 2026 |
| MASTER'S WEALTH MANAGEMENT INC.$295M AUM | 1.79% | $5M | 106.1K | Q1 2026 |
| RiverGlades Family Offices LLC$170M AUM | 1.77% | $3M | 60.5K | Q1 2026 |
| Alaethes Wealth, LLC$351M AUM | 1.77% | $6M | 124.3K | Q1 2026 |
| Kuhn & Co Investment Counsel$155M AUM | 1.76% | $3M | 54.8K | Q1 2026 |
| First Affirmative Financial Network$258M AUM | 1.76% | $5M | 90.9K | Q1 2026 |
| Goodman Advisory Group, LLC$385M AUM | 1.71% | $7M | 132.4K | Q1 2026 |
| My Legacy Advisors, LLC$281M AUM | 1.66% | $5M | 95.1K | Q2 2025OLDER |
| Golden Bell Financial Planning LLC$125M AUM | 1.66% | $2M | 41.7K | Q1 2026 |
| Wrenne Financial Planning LLC$255M AUM | 1.65% | $4M | 84.5K | Q1 2026 |
| a16z Perennial Management, L.P.$1.2B AUM | 1.64% | $21M | 435.7K | Q2 2025OLDER |
| Grove Bank & Trust$1.0B AUM | 1.63% | $14M | 289.6K | Q1 2026 |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 1.63% | $6M | 126.9K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 1.61% | $27M | 532.4K | Q1 2026 |
| TPG Advisors LLC$160M AUM | 1.60% | $3M | 51.4K | Q1 2026 |
| MOTIVE WEALTH ADVISORS$213M AUM | 1.57% | $3M | 66.8K | Q1 2026 |
| Tilson Financial Group, Inc.$333M AUM | 1.54% | $5M | 103.0K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 1.53% | $7M | 144.9K | Q1 2026 |
| HILLTOP WEALTH ADVISORS, LLC$167M AUM | 1.52% | $3M | 55.4K | Q2 2025OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 1.52% | $12M | 250.2K | Q1 2026 |
| Financial Guidance Group, Inc.$249M AUM | 1.51% | $4M | 75.4K | Q1 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 1.50% | $10M | 207.2K | Q1 2026 |
| TPG Financial Advisors, LLC$307M AUM | 1.50% | $5M | 92.3K | Q1 2026 |
| PENNEY FINANCIAL, LLC$261M AUM | 1.49% | $4M | 78.1K | Q1 2026 |
| RAINIER FAMILY WEALTH INC$149M AUM | 1.49% | $2M | 44.4K | Q1 2026 |
| Burt Wealth Advisors$407M AUM | 1.48% | $6M | 120.5K | Q3 2025OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 1.48% | $40M | 801.6K | Q1 2026 |
| Bear Mountain Capital, Inc.$333M AUM | 1.47% | $5M | 97.1K | Q1 2026 |
| Clark Asset Management, LLC$1.3B AUM | 1.46% | $16M | 311.9K | Q1 2026 |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 1.45% | $2M | 31.0K | Q1 2026 |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 1.45% | $3M | 62.3K | Q1 2026 |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 1.44% | $21M | 425.9K | Q1 2026 |
| Equita Financial Network, Inc.$318M AUM | 1.43% | $5M | 91.1K | Q1 2026 |
| MONEYWISE, INC.$229M AUM | 1.39% | $3M | 63.9K | Q1 2026 |
| Waldron Private Wealth LLC$2.6B AUM | 1.38% | $35M | 707.6K | Q1 2026 |
| Prospect Financial Group LLC$108M AUM | 1.37% | $1M | 29.7K | Q1 2026 |
| Hassell Wealth Management, LLC$298M AUM | 1.35% | $4M | 80.9K | Q1 2026 |
| Hudson Oak Wealth Advisory LLC$115M AUM | 1.35% | $2M | 31.1K | Q1 2026 |
| Cornerstone Financial Management LLC$109M AUM | 1.34% | $1M | 29.4K | Q1 2026 |
| ANDERSON HOAGLAND & CO$1.3B AUM | 1.34% | $16M | 311.8K | Q1 2026 |
| CPR Investments Inc.$150M AUM | 1.34% | $2M | 39.6K | Q4 2025OLDER |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 1.33% | $3M | 64.1K | Q1 2026 |
| Foster Group, Inc.$3.8B AUM | 1.32% | $44M | 885.7K | Q1 2026 |
| Sellwood Investment Partners LLC$254M AUM | 1.31% | $3M | 66.7K | Q1 2026 |
| Manuka Financial, LLC$162M AUM | 1.30% | $2M | 42.3K | Q1 2026 |
| Legacy Wealth Partners, LLC$399M AUM | 1.30% | $5M | 104.0K | Q1 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 1.29% | $12M | 246.7K | Q1 2026 |
| Shared Vision Wealth Group LLC$245M AUM | 1.29% | $3M | 63.4K | Q1 2026 |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 1.29% | $4M | 82.9K | Q1 2026 |
| FINANCIAL LIFE ADVISORS$321M AUM | 1.27% | $4M | 82.0K | Q1 2026 |
| High Falls Advisors, Inc$494M AUM | 1.27% | $6M | 124.2K | Q4 2025OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 1.25% | $4M | 76.0K | Q1 2026 |
| Unison Advisors LLC$1.3B AUM | 1.25% | $16M | 330.3K | Q1 2026 |
| SwitchPoint Financial Planning, LLC$147M AUM | 1.25% | $2M | 36.9K | Q1 2026 |
| McNamara Financial Services, Inc.$528M AUM | 1.25% | $7M | 132.1K | Q1 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 1.24% | $1M | 26.3K | Q1 2026 |
| INTEGRATED WEALTHCARE, LLC$120M AUM | 1.23% | $1M | 29.6K | Q1 2026 |
| McNaughton Wealth Management, LLC$282M AUM | 1.23% | $3M | 59.7K | Q1 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 1.23% | $15M | 300.0K | Q1 2026 |
| OLIO Financial Planning$361M AUM | 1.23% | $4M | 88.7K | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 1.22% | $10M | 194.2K | Q1 2026 |
| DeLarme Wealth Management, Inc.$155M AUM | 1.21% | $2M | 37.5K | Q1 2026 |
| Rede Wealth, LLC$278M AUM | 1.20% | $3M | 66.9K | Q1 2026 |
| TAGStone Capital, Inc.$283M AUM | 1.19% | $3M | 67.6K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 1.19% | $7M | 142.4K | Q1 2026 |
| Evansbrook LLC$150M AUM | 1.19% | $2M | 35.4K | Q4 2025OLDER |
| Eaton Financial Holdings Company, LLC$305M AUM | 1.19% | $4M | 72.7K | Q1 2026 |
| PURE PORTFOLIOS HOLDINGS LLC$332M AUM | 1.19% | $4M | 78.3K | Q4 2025OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 1.19% | $6M | 115.3K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 1.18% | $1.9B | 38.57M | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 1.16% | $42M | 845.8K | Q1 2026 |
| BCGM Wealth Management, LLC$398M AUM | 1.15% | $5M | 91.5K | Q1 2026 |
| Sterling Financial Planning, Inc.$337M AUM | 1.15% | $4M | 77.4K | Q1 2026 |
| Archer Investment Management, LLC$293M AUM | 1.14% | $3M | 54.3K | Q1 2026 |
| GEN Financial Management, INC.$162M AUM | 1.13% | $2M | 36.6K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 1.13% | $32M | 636.3K | Q4 2025OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 1.11% | $35M | 705.7K | Q1 2026 |
| MidFirst Bank$1.2B AUM | 1.10% | $13M | 267.5K | Q1 2026 |
| Sunesis Advisors, LLC$221M AUM | 1.10% | $2M | 48.6K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 1.09% | $95M | 1.90M | Q1 2026 |
| Coquina Private Wealth LLC$124M AUM | 1.09% | $1M | 27.1K | Q1 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC$132M AUM | 1.09% | $927,104 | 18.5K | Q2 2025OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 1.09% | $9M | 177.4K | Q1 2026 |
| Align Financial, LLC$176M AUM | 1.08% | $2M | 38.2K | Q1 2026 |
| Keebeck Wealth Management$889M AUM | 1.06% | $9M | 189.5K | Q1 2026 |
| SONATA CAPITAL GROUP INC$271M AUM | 1.06% | $3M | 57.7K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 1.05% | $23M | 448.3K | Q1 2026 |
| Compass Advisory Group LLC$374M AUM | 1.05% | $4M | 78.9K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 1.05% | $107M | 2.15M | Q1 2026 |
| Tenzing Financial LLC$146M AUM | 1.04% | $1M | 27.6K | Q1 2026 |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 1.04% | $6M | 120.5K | Q1 2026 |
| Bragg Financial Advisors, Inc$3.2B AUM | 1.03% | $33M | 652.7K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 1.03% | $66M | 1.31M | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 1.02% | $96M | 1.93M | Q1 2026 |
| Capital Advisors Wealth Management, LLC$745M AUM | 1.01% | $7M | 150.3K | Q1 2026 |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.99% | $3M | 50.3K | Q1 2026 |
| Timonier Family Office, LTD.$315M AUM | 0.99% | $3M | 62.2K | Q4 2025OLDER |
| Eaton-Cambridge Inc.$320M AUM | 0.97% | $3M | 62.3K | Q1 2026 |
| Clearview Wealth Management LLC$141M AUM | 0.97% | $1M | 27.4K | Q1 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.96% | $5M | 96.0K | Q1 2026 |
| ZEVIN ASSET MANAGEMENT LLC$723M AUM | 0.96% | $7M | 138.6K | Q1 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 0.95% | $7M | 131.2K | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.95% | $2M | 48.5K | Q1 2026 |
| Rare Wolf Capital LLC$154M AUM | 0.95% | $1M | 29.3K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.95% | $55M | 1.10M | Q1 2026 |
| Stairway Partners, LLC$2.1B AUM | 0.94% | $18M | 364.5K | Q1 2026 |
| Aspire Private Capital, LLC$443M AUM | 0.94% | $4M | 83.6K | Q1 2026 |
| UNIQUE WEALTH, LLC$723M AUM | 0.94% | $7M | 136.3K | Q1 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.94% | $10M | 198.0K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.94% | $68M | 1.37M | Q1 2026 |
| Miller Capital Partners, Inc.$208M AUM | 0.93% | $2M | 38.9K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.93% | $1.4B | 27.53M | Q1 2026 |
| Forum Financial Management, LP$7.1B AUM | 0.93% | $66M | 1.32M | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.93% | $22M | 445.1K | Q1 2026 |
| Elmwood Wealth Management, Inc.$400M AUM | 0.93% | $3M | 67.1K | Q1 2026 |
| Financial Architects, LLC$190M AUM | 0.93% | $2M | 35.2K | Q1 2026 |
| Pacific Point Advisors, LLC$190M AUM | 0.91% | $2M | 34.7K | Q1 2026 |
| Life Planning Partners, Inc$131M AUM | 0.91% | $1M | 24.0K | Q1 2026 |
| American Investment Services, Inc.$448M AUM | 0.91% | $4M | 81.7K | Q1 2026 |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.90% | $3M | 63.3K | Q1 2026 |
| VSM Wealth Advisory, LLC$335M AUM | 0.90% | $3M | 60.6K | Q1 2026 |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.90% | $16M | 313.6K | Q1 2026 |
| PDS Planning, Inc$1.5B AUM | 0.90% | $14M | 272.3K | Q1 2026 |
| Note Advisors, LLC$200M AUM | 0.89% | $2M | 35.5K | Q1 2026 |
| THEORY FINANCIAL LLC$285M AUM | 0.88% | $3M | 50.4K | Q1 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 0.88% | $16M | 328.9K | Q1 2026 |
| Carter Financial, LLC$115M AUM | 0.88% | $1M | 20.3K | Q1 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.88% | $8M | 169.4K | Q1 2026 |
| Mason & Associates, LLC$437M AUM | 0.86% | $4M | 75.6K | Q1 2026 |
| ELEMENT POINTE ADVISORS, LLC$530M AUM | 0.86% | $5M | 91.6K | Q1 2026 |
| Asset Management Group, Inc.$619M AUM | 0.86% | $5M | 106.4K | Q1 2026 |
| STEPH & CO$351M AUM | 0.85% | $3M | 59.5K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.85% | $11M | 211.8K | Q1 2026 |
| DAVIDSON INVESTMENT ADVISORS$2.3B AUM | 0.84% | $20M | 391.4K | Q1 2026 |
| Bristlecone Value Partners, LLC$114M AUM | 0.84% | $953,298 | 19.1K | Q1 2026 |
| Journey Beyond Wealth, LLC$116M AUM | 0.84% | $976,298 | 19.6K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.83% | $15M | 306.3K | Q1 2026 |
| Winthrop Advisory Group LLC$1.2B AUM | 0.83% | $10M | 204.7K | Q1 2026 |
| Mullooly Asset Management, Inc.$271M AUM | 0.83% | $2M | 45.2K | Q1 2026 |
| Verus Financial Partners, Inc.$1.1B AUM | 0.83% | $9M | 184.0K | Q1 2026 |
| LPWM LLC$396M AUM | 0.82% | $3M | 65.5K | Q1 2026 |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 0.82% | $3M | 52.4K | Q1 2026 |
| Cyr Financial Inc.$170M AUM | 0.82% | $1M | 27.9K | Q1 2026 |
| ACT WEALTH MANAGEMENT, LLC$340M AUM | 0.82% | $2M | 48.8K | Q1 2026 |
| Oak Wealth Advisors LLC$182M AUM | 0.81% | $1M | 29.6K | Q1 2026 |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 0.81% | $1M | 26.2K | Q1 2026 |
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 0.81% | $7M | 147.3K | Q1 2026 |
| Elm Partners Management LLC$2.3B AUM | 0.81% | $19M | 375.4K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.81% | $37M | 745.5K | Q1 2026 |
| PFG Private Wealth Management, LLC$236M AUM | 0.81% | $2M | 36.1K | Q3 2025OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.80% | $912,345 | 18.3K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.80% | $540M | 10.83M | Q1 2026 |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.80% | $12M | 239.6K | Q1 2026 |
| KRAFT ASSET MANAGEMENT, LLC$108M AUM | 0.80% | $855,377 | 17.4K | Q2 2025OLDER |
| SSA SWISS ADVISORS AG$215M AUM | 0.79% | $2M | 33.9K | Q4 2025OLDER |
| SVRN Asset Management, LLC$103M AUM | 0.79% | $816,657 | 16.4K | Q1 2026 |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 0.79% | $1M | 28.7K | Q1 2026 |
| Wheelhouse Advisory Group LLC$302M AUM | 0.79% | $2M | 47.7K | Q1 2026 |
| Red Tortoise LLC$240M AUM | 0.79% | $2M | 37.9K | Q1 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.78% | $9M | 185.6K | Q1 2026 |
| Brucke Financial, Inc.$197M AUM | 0.76% | $2M | 30.2K | Q1 2026 |
| Vanguard National Trust Co$1.6B AUM | 0.76% | $12M | 241.9K | Q1 2026 |
| Plum Street Advisors, LLC$289M AUM | 0.76% | $2M | 44.0K | Q1 2026 |
| Lakewood Asset Management LLC$156M AUM | 0.75% | $1M | 23.6K | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.75% | $192M | 3.85M | Q1 2026 |
| A4 Wealth Advisors LLC$122M AUM | 0.74% | $909,046 | 18.2K | Q1 2026 |
| EPIQ PARTNERS, LLC$236M AUM | 0.74% | $2M | 31.7K | Q1 2026 |
| S.A. Mason LLC$266M AUM | 0.74% | $2M | 39.3K | Q1 2026 |
| Excelsior Advisor Network LLC$263M AUM | 0.73% | $2M | 38.4K | Q1 2026 |
| Integrity Wealth Solutions LLC$255M AUM | 0.73% | $2M | 37.1K | Q1 2026 |
| Hirtle & Co., LLC$2.9B AUM | 0.73% | $21M | 425.2K | Q1 2026 |
| Schwallier Wealth Management LLC$137M AUM | 0.72% | $991,033 | 19.9K | Q1 2026 |
| Centerline Wealth Advisors, LLC$319M AUM | 0.71% | $2M | 39.5K | Q1 2026 |
| WPG Advisers, LLC$136M AUM | 0.71% | $958,387 | 19.2K | Q1 2026 |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.70% | $9M | 174.1K | Q1 2026 |
| Navigate Wealth Management, LLC$142M AUM | 0.70% | $996,265 | 19.8K | Q1 2026 |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.69% | $7M | 145.4K | Q1 2026 |
| Glassy Mountain Advisors, Inc.$322M AUM | 0.69% | $2M | 44.4K | Q1 2026 |
| Fiduciary Wealth Partners, LLC$153M AUM | 0.68% | $1M | 20.9K | Q1 2026 |
| Avid Wealth Partners LLC$212M AUM | 0.68% | $1M | 28.8K | Q1 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 0.68% | $1M | 24.9K | Q1 2026 |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.67% | $11M | 220.2K | Q1 2026 |
| Snider Financial Group$331M AUM | 0.67% | $2M | 44.7K | Q1 2026 |
| LCW Services, LLC$201M AUM | 0.67% | $1M | 27.1K | Q1 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.66% | $2M | 44.4K | Q1 2026 |
| Forum Private Client Group LLC$300M AUM | 0.66% | $2M | 39.7K | Q1 2026 |
| Davis Wealth Advisors, LLC$120M AUM | 0.66% | $792,504 | 15.9K | Q1 2026 |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 0.66% | $1M | 20.5K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.65% | $707M | 14.16M | Q1 2026 |
| May Hill Capital, LLC$371M AUM | 0.65% | $2M | 48.0K | Q1 2026 |
| Leeward Financial Partners, LLC$336M AUM | 0.65% | $2M | 43.7K | Q1 2026 |
| Asio Capital, LLC$712M AUM | 0.64% | $5M | 91.7K | Q1 2026 |
| Bravias Capital Group, LLC$153M AUM | 0.64% | $1M | 21.1K | Q4 2025OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.64% | $30M | 609.9K | Q1 2026 |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.64% | $24M | 487.3K | Q1 2026 |
| Farrell Financial LLC$167M AUM | 0.64% | $1M | 21.3K | Q1 2026 |
| Alhambra Investment Management LLC$217M AUM | 0.64% | $1M | 27.6K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.64% | $27M | 537.1K | Q1 2026 |
| Donalies Financial Planning, LLC$117M AUM | 0.63% | $741,879 | 14.9K | Q1 2026 |
| Sargent Investment Group, LLC$759M AUM | 0.63% | $5M | 96.0K | Q1 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.63% | $6M | 115.5K | Q1 2026 |
| Carter Financial Group, INC.$162M AUM | 0.63% | $1M | 20.3K | Q1 2026 |
| W ADVISORS, LLC$195M AUM | 0.62% | $1M | 24.3K | Q1 2026 |
| Glassman Wealth Services$736M AUM | 0.62% | $5M | 91.7K | Q1 2026 |
| LifeGoal Investments, LLC$218M AUM | 0.62% | $1M | 21.7K | Q1 2026 |
| BANK OF HAWAII$1.9B AUM | 0.62% | $12M | 236.1K | Q1 2026 |
| Integrity Investment Advisors, LLC$184M AUM | 0.62% | $1M | 22.8K | Q1 2026 |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.61% | $3M | 58.4K | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.61% | $37M | 733.9K | Q1 2026 |
| Certus Wealth Management, LLC$167M AUM | 0.61% | $1M | 20.4K | Q3 2025OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.60% | $36M | 715.1K | Q1 2026 |
| Kelman-Lazarov, Inc.$698M AUM | 0.60% | $4M | 83.3K | Q1 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.59% | $9M | 170.4K | Q1 2026 |
| Ponta Wealth Partners, LLC$124M AUM | 0.59% | $736,277 | 14.8K | Q1 2026 |
| SmartHarvest Portfolios, LLC$240M AUM | 0.59% | $1M | 28.4K | Q1 2026 |
| Benchmark Financial, LLC$111M AUM | 0.59% | $656,453 | 13.2K | Q1 2026 |
| Diversified Portfolios, Inc.$1.2B AUM | 0.59% | $7M | 143.5K | Q1 2026 |
| Argos Wealth Advisors, LLC$348M AUM | 0.59% | $2M | 40.9K | Q1 2026 |
| Kings Path Partners LLC$248M AUM | 0.59% | $1M | 29.6K | Q2 2025OLDER |
| Prospera Capital Management, LLC$199M AUM | 0.58% | $1M | 23.3K | Q1 2026 |
| STEVENS CAPITAL PARTNERS$416M AUM | 0.58% | $2M | 48.5K | Q1 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC$259M AUM | 0.58% | $2M | 30.1K | Q1 2026 |
| Prospect Financial Services LLC$164M AUM | 0.58% | $946,146 | 19.0K | Q1 2026 |
| Disciplined Investments, LLC$279M AUM | 0.57% | $2M | 32.0K | Q1 2026 |
| HANOVER ADVISORS INC$246M AUM | 0.57% | $1M | 28.2K | Q1 2026 |
| LINCOLN CAPITAL CORP$272M AUM | 0.57% | $2M | 31.0K | Q1 2026 |
| RFP Financial Group LLC$184M AUM | 0.57% | $1M | 27.8K | Q3 2025OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.57% | $899,317 | 18.0K | Q1 2026 |
| IF Advisors, LLC$141M AUM | 0.56% | $798,240 | 16.0K | Q1 2026 |
| Opes Wealth Management LLC$609M AUM | 0.56% | $3M | 68.5K | Q1 2026 |
| Paragon Capital Management Ltd$476M AUM | 0.56% | $3M | 53.5K | Q1 2026 |
| Cascade Financial Partners, LLC$970M AUM | 0.56% | $5M | 108.4K | Q1 2026 |
| Boyd Wealth Management, LLC$236M AUM | 0.56% | $1M | 26.3K | Q1 2026 |
| Detalus Advisors, LLC$438M AUM | 0.55% | $2M | 48.6K | Q1 2026 |
| KMT WEALTH MANAGEMENT, LLC$184M AUM | 0.55% | $1M | 20.3K | Q1 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.55% | $3M | 65.5K | Q1 2026 |
| Compass Planning Associates Inc$156M AUM | 0.55% | $857,683 | 17.2K | Q1 2026 |
| Blume Capital Management, Inc.$588M AUM | 0.55% | $3M | 64.6K | Q1 2026 |
| Alliance Wealth Advisors, LLC$308M AUM | 0.55% | $1M | 25.0K | Q1 2026 |
| KRM WEALTH MANAGEMENT L.L.C.$192M AUM | 0.54% | $1M | 20.8K | Q1 2026 |
| High Net Worth Advisory Group LLC$429M AUM | 0.54% | $2M | 46.3K | Q1 2026 |
| Horizons Wealth Management$152M AUM | 0.54% | $816,450 | 16.4K | Q1 2026 |
| Aletheian Wealth Advisors LLC$234M AUM | 0.53% | $1M | 21.8K | Q1 2026 |
| Hyposwiss Advisors SA$101M AUM | 0.53% | $535,619 | 10.7K | Q1 2026 |
| Smith Partners Wealth Management, LLC$112M AUM | 0.53% | $590,797 | 11.8K | Q1 2026 |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.52% | $838,628 | 16.8K | Q1 2026 |
| 5T Wealth, LLC$253M AUM | 0.52% | $1M | 26.6K | Q1 2026 |
| TSA Wealth Managment LLC$309M AUM | 0.52% | $2M | 32.5K | Q1 2026 |
| Orcam Financial Group$141M AUM | 0.52% | $729,392 | 14.6K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.52% | $92M | 1.85M | Q1 2026 |
| Breakwater Investment Management$269M AUM | 0.51% | $1M | 27.6K | Q1 2026 |
| Paladin Advisory Group, LLC$131M AUM | 0.51% | $669,324 | 13.4K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.51% | $64M | 1.27M | Q1 2026 |
| WFA of San Diego, LLC$125M AUM | 0.51% | $629,462 | 12.6K | Q1 2026 |
| Ballast Rock Private Wealth LLC$181M AUM | 0.50% | $912,838 | 18.3K | Q1 2026 |
| Cascade Wealth Advisors, Inc$228M AUM | 0.50% | $1M | 22.9K | Q1 2026 |
| Agate Pass Investment Management, LLC$271M AUM | 0.50% | $1M | 25.8K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.50% | $10M | 207.0K | Q1 2026 |
| 4WEALTH ADVISORS, INC.$130M AUM | 0.50% | $587,877 | 11.8K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.50% | $1M | 29.2K | Q1 2026 |
| FSA Advisors, Inc.$152M AUM | 0.50% | $616,601 | 12.6K | Q2 2025OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 0.50% | $966,556 | 19.2K | Q1 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.50% | $3M | 64.9K | Q1 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.$128M AUM | 0.50% | $636,098 | 12.8K | Q1 2026 |
| Polaris Investment Advisors, LLC$156M AUM | 0.50% | $679,851 | 13.6K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.49% | $50M | 992.6K | Q1 2026 |
| Elequin Capital, LP$1.2B AUM | 0.49% | $9M | 181.1K | Q3 2025OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.49% | $2M | 38.3K | Q1 2026 |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.49% | $64M | 1.28M | Q1 2026 |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.49% | $514,616 | 10.3K | Q1 2026 |
| Promus Capital, LLC$157M AUM | 0.48% | $759,662 | 15.2K | Q3 2025OLDER |
| Lokken Investment Group LLC$291M AUM | 0.48% | $1M | 28.0K | Q3 2025OLDER |
| Martin Worley Group$204M AUM | 0.48% | $982,806 | 20.0K | Q2 2025OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.48% | $700,007 | 14.0K | Q1 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.48% | $3M | 64.8K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.48% | $16M | 311.8K | Q1 2026 |
| JP Wealth Management, Inc.$159M AUM | 0.48% | $637,390 | 13.0K | Q2 2025OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.47% | $2M | 42.3K | Q1 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 0.47% | $8M | 150.6K | Q1 2026 |
| ACCESS FINANCIAL SERVICES, INC.$282M AUM | 0.47% | $1M | 26.7K | Q1 2026 |
| Meredith Wealth Planning$369M AUM | 0.47% | $2M | 34.9K | Q1 2026 |
| Apeiron RIA LLC$431M AUM | 0.47% | $2M | 40.7K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.47% | $118M | 2.37M | Q1 2026 |
| Heritage Family Offices, LLP$225M AUM | 0.47% | $1M | 21.2K | Q1 2026 |
| GSG Advisors LLC$385M AUM | 0.46% | $2M | 35.9K | Q1 2026 |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.46% | $2M | 46.5K | Q1 2026 |
| FC Advisory LLC$378M AUM | 0.46% | $2M | 31.8K | Q1 2026 |
| High Probability Advisors, LLC$781M AUM | 0.46% | $4M | 72.3K | Q1 2026 |
| Peak Wealth Management LLC$122M AUM | 0.46% | $559,466 | 11.2K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.46% | $14M | 268.9K | Q4 2025OLDER |
| Ariston Services Group$167M AUM | 0.46% | $762,256 | 0 | Q1 2026 |
| TRB Wealth Management, LLC$704M AUM | 0.45% | $3M | 63.9K | Q1 2026 |
| Retirement Investment Advisors, Inc.$1.4B AUM | 0.45% | $6M | 111.6K | Q1 2026 |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.45% | $32M | 641.6K | Q1 2026 |
| Navalign, LLC$396M AUM | 0.45% | $2M | 35.7K | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.45% | $2M | 35.1K | Q1 2026 |
| Capstone Financial Advisors, Inc.$1.9B AUM | 0.45% | $8M | 165.9K | Q1 2026 |
| Jordan Park Trust Co LLC$131M AUM | 0.44% | $578,924 | 11.6K | Q1 2026 |
| Financial Strategies Group, Inc.$598M AUM | 0.44% | $3M | 52.1K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.44% | $13M | 258.4K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.44% | $8M | 151.1K | Q1 2026 |
| Insight Wealth Strategies, LLC$896M AUM | 0.44% | $4M | 78.4K | Q1 2026 |
| Broussard Financial Group LLC$125M AUM | 0.43% | $541,805 | 10.9K | Q1 2026 |
| Prestige Wealth Management Group LLC$509M AUM | 0.43% | $2M | 44.2K | Q1 2026 |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.43% | $2M | 44.8K | Q1 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 0.43% | $1M | 24.8K | Q1 2026 |
| Veracity Capital LLC$280M AUM | 0.43% | $1M | 24.0K | Q1 2026 |
| Invst, LLC$886M AUM | 0.43% | $4M | 75.8K | Q1 2026 |
| Tenon Financial LLC$255M AUM | 0.43% | $1M | 21.8K | Q1 2026 |
| Liberty Capital Management, Inc.$537M AUM | 0.42% | $2M | 45.3K | Q4 2025OLDER |
| Stone Summit Wealth LLC$359M AUM | 0.42% | $2M | 30.5K | Q1 2026 |
| Intergy Private Wealth, LLC$341M AUM | 0.42% | $1M | 28.7K | Q1 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.42% | $670,971 | 13.4K | Q1 2026 |
| Allen Investment Management, LLC$8.1B AUM | 0.42% | $34M | 673.3K | Q1 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC$119M AUM | 0.41% | $490,269 | 9.8K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.41% | $16M | 321.3K | Q2 2025OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.40% | $3M | 65.0K | Q1 2026 |
| Canopy Partners, LLC$291M AUM | 0.40% | $1M | 23.5K | Q1 2026 |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.40% | $6M | 114.9K | Q1 2026 |
| Hoxton Planning & Management, LLC$333M AUM | 0.40% | $1M | 26.7K | Q1 2026 |
| Accredited Wealth Management, LLC$134M AUM | 0.40% | $534,998 | 78.3K | Q3 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.40% | $4M | 88.7K | Q1 2026 |
| Shepherd Street Advisors LLC$101M AUM | 0.40% | $403,361 | 8.1K | Q1 2026 |
| Serenity Investment Advisors$214M AUM | 0.40% | $848,459 | 17.0K | Q1 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.39% | $2M | 42.3K | Q1 2026 |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.39% | $3M | 66.8K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.39% | $20M | 391.0K | Q3 2025OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.39% | $756,808 | 15.2K | Q1 2026 |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.39% | $5M | 90.3K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.39% | $81M | 1.62M | Q1 2026 |
| PROFFITT & GOODSON INC$649M AUM | 0.39% | $3M | 50.5K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.39% | $21M | 423.7K | Q1 2026 |
| Pacific Park Financial, Inc.$153M AUM | 0.38% | $589,302 | 11.8K | Q1 2026 |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 0.38% | $3M | 53.1K | Q1 2026 |
| Cannon Financial Strategists, Inc.$761M AUM | 0.38% | $3M | 58.3K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.38% | $2M | 36.6K | Q1 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC.$616M AUM | 0.38% | $2M | 46.8K | Q1 2026 |
| Capital Investment Services of America, Inc.$958M AUM | 0.38% | $4M | 72.7K | Q1 2026 |
| Kane Co Wealth Management, Inc.$119M AUM | 0.38% | $449,010 | 9.0K | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.38% | $5M | 91.0K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.38% | $1.2B | 24.43M | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.37% | $31M | 625.7K | Q1 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC$180M AUM | 0.37% | $670,318 | 13.3K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.37% | $7M | 141.5K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.37% | $4M | 74.9K | Q1 2026 |
| FF Advisors,LLC$247M AUM | 0.37% | $910,824 | 18.1K | Q1 2026 |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.37% | $2M | 43.6K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.37% | $68M | 1.36M | Q1 2026 |
| Bristlecone Advisors, LLC$1.2B AUM | 0.37% | $4M | 87.5K | Q3 2025OLDER |
| Stokes Family Office, LLC$969M AUM | 0.36% | $4M | 70.8K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.36% | $2M | 32.3K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.36% | $18M | 366.4K | Q1 2026 |
| Roan Capital Partners$121M AUM | 0.36% | $391,137 | 7.8K | Q1 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.36% | $6M | 112.6K | Q1 2026 |
| IFS Group,LLC$112M AUM | 0.36% | $402,712 | 8.1K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.36% | $24M | 477.9K | Q1 2026 |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.36% | $3M | 54.0K | Q1 2026 |
| Graetz Wealth LLC$112M AUM | 0.36% | $398,857 | 8.0K | Q1 2026 |
| Magnolia Private Wealth, LLC$150M AUM | 0.35% | $531,329 | 10.7K | Q1 2026 |
| Horan Securities, Inc.$284M AUM | 0.35% | $998,915 | 20.4K | Q2 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.35% | $1M | 23.8K | Q1 2026 |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.35% | $955,052 | 19.1K | Q1 2026 |
| Lansing Street Advisors$397M AUM | 0.34% | $1M | 27.5K | Q1 2026 |
| Prosperity Planning, Inc.$395M AUM | 0.34% | $1M | 27.1K | Q1 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 0.34% | $1M | 22.9K | Q1 2026 |
| Centiva Capital, LP$13.6B AUM | 0.34% | $42M | 831.4K | Q4 2025OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.34% | $17M | 349.7K | Q1 2026 |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.34% | $5M | 99.4K | Q1 2026 |
| Hummer Financial Advisory Services Inc$152M AUM | 0.34% | $478,944 | 9.6K | Q1 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.34% | $5M | 105.6K | Q1 2026 |
| Florida Trust Wealth Management Co$3.6B AUM | 0.34% | $12M | 241.3K | Q1 2026 |
| Moser Wealth Advisors, LLC$208M AUM | 0.34% | $701,815 | 14.3K | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.