VUGVANGUARD INDEX FDS
CUSIP 922908736 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Index Fds (VUG) has 2,715 institutional holders in Filings Flow’s 13F database, together reporting 28.34M shares worth $4.3B as of Q2 2026. The largest reported holders are Bank Of America Corp /De/, Jones Financial Companies Lllp, and Morgan Stanley.
Institutional Holders
2,715
Q2 2026
Reported Value
$116.3B
Ticker
VUG
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Rezny Wealth Management, Inc.$464M AUM | 30.47% | $142M | 324.0K | Q1 2026OLDER |
| GOLDEN ROAD ADVISORS LLC$174M AUM | 28.92% | $50M | 115.0K | Q1 2026OLDER |
| Fee-Only Financial Planning, L.C.$166M AUM | 27.97% | $46M | 106.1K | Q1 2026OLDER |
| Carter Financial, LLC$115M AUM | 24.53% | $28M | 64.6K | Q1 2026OLDER |
| Cornerstone Management, Inc.$628M AUM | 23.90% | $150M | 343.3K | Q1 2026OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 22.41% | $1.1B | 2.50M | Q1 2026OLDER |
| Retirement Investment Advisors, Inc.$1.2B AUM | 20.69% | $257M | 526.9K | Q1 2026OLDER |
| Quantum Financial Planning Services, Inc.$278M AUM | 20.68% | $58M | 131.8K | Q1 2026OLDER |
| Dougherty Wealth Advisers LLC$158M AUM | 20.08% | $32M | 72.5K | Q1 2026OLDER |
| TL Private Wealth$273M AUM | 19.54% | $53M | 620.3K | Q2 2026 |
| Mountain Capital Investment Advisors Inc.$674M AUM | 19.44% | $131M | 1.57M | Q1 2026OLDER |
| Wealth Analytics Partners, LLC$246M AUM | 18.94% | $47M | 106.6K | Q1 2026OLDER |
| MAINSAIL ASSET MANAGEMENT, LLC$223M AUM | 18.80% | $42M | 95.9K | Q1 2026OLDER |
| Trust Co of Tennessee$537M AUM | 18.58% | $100M | 228.4K | Q1 2026OLDER |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 18.19% | $23M | 51.8K | Q1 2026OLDER |
| Wealth Management Strategies, Inc.$221M AUM | 18.14% | $40M | 91.8K | Q1 2026OLDER |
| INTEGRATED WEALTHCARE, LLC$120M AUM | 18.09% | $22M | 49.5K | Q1 2026OLDER |
| Chaney Capital Management, Inc.$284M AUM | 18.03% | $51M | 117.1K | Q1 2026OLDER |
| Martel Wealth Advisors LLC$587M AUM | 17.49% | $103M | 235.2K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 16.30% | $46M | 104.7K | Q1 2026OLDER |
| Dominguez Wealth Management Solutions, Inc.$181M AUM | 16.25% | $29M | 342.3K | Q2 2026 |
| United Financial Planning Group LLC$169M AUM | 16.18% | $27M | 62.6K | Q1 2026OLDER |
| Performance Wealth Partners, LLC$3.4B AUM | 16.15% | $557M | 1.27M | Q1 2026OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 16.08% | $67M | 153.1K | Q1 2026OLDER |
| Taylor Financial Group, Inc.$165M AUM | 16.06% | $26M | 60.7K | Q1 2026OLDER |
| Thayer Financial, L.L.C.$110M AUM | 16.01% | $18M | 204.6K | Q2 2026 |
| DiPaolo Financial Group, Inc.$153M AUM | 15.54% | $24M | 276.1K | Q2 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 15.04% | $147M | 336.3K | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 15.03% | $108M | 248.0K | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 14.44% | $395M | 904.1K | Q1 2026OLDER |
| Marmo Financial Group, LLC$202M AUM | 14.32% | $29M | 66.2K | Q1 2026OLDER |
| Jacobsen Capital Management$296M AUM | 14.13% | $42M | 95.8K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 13.95% | $61M | 708.0K | Q2 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC$183M AUM | 13.80% | $25M | 57.8K | Q1 2026OLDER |
| Rochester Wealth Strategies, LLC$165M AUM | 13.52% | $22M | 51.1K | Q1 2026OLDER |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 13.40% | $20M | 46.3K | Q1 2026OLDER |
| Crane Advisory, LLC$668M AUM | 13.38% | $89M | 183.8K | Q1 2026OLDER |
| Bishop & Co Investment Management, LLC$292M AUM | 13.16% | $38M | 87.8K | Q1 2026OLDER |
| PROVIDA PENSION FUND ADMINISTRATOR$5.8B AUM | 13.10% | $757M | 1.55M | Q1 2026OLDER |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC$232M AUM | 12.81% | $30M | 68.1K | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 12.73% | $25M | 56.7K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 12.57% | $35M | 79.5K | Q1 2026OLDER |
| PRESILIUM PRIVATE WEALTH, LLC$567M AUM | 12.39% | $70M | 160.9K | Q1 2026OLDER |
| Piedmont Capital Management, LLC$197M AUM | 12.11% | $24M | 48.6K | Q4 2025OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 12.04% | $309M | 706.9K | Q1 2026OLDER |
| Duncan Williams Asset Management, LLC$361M AUM | 11.98% | $43M | 99.0K | Q1 2026OLDER |
| Pathway Financial Advisors LLC$857M AUM | 11.96% | $103M | 1.20M | Q2 2026 |
| Strategies Wealth Advisors, LLC$995M AUM | 11.95% | $119M | 272.3K | Q1 2026OLDER |
| Strata Wealth Advisors, LLC$365M AUM | 11.90% | $43M | 99.4K | Q1 2026OLDER |
| Prosperity Advisers, LLC$120M AUM | 11.61% | $14M | 32.0K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 11.60% | $33M | 75.4K | Q1 2026OLDER |
| Garde Capital, Inc.$1.7B AUM | 11.55% | $193M | 441.6K | Q1 2026OLDER |
| Hiley Hunt Wealth Management$253M AUM | 11.52% | $29M | 338.6K | Q2 2026 |
| Parker Financial LLC$250M AUM | 11.47% | $29M | 65.8K | Q1 2026OLDER |
| INVICTUS PRIVATE WEALTH, LLC$1.6B AUM | 11.46% | $186M | 425.5K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 11.41% | $178M | 2.07M | Q2 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC$1.6B AUM | 11.40% | $179M | 409.6K | Q1 2026OLDER |
| Bell Bank$2.4B AUM | 11.26% | $266M | 608.1K | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 11.17% | $181M | 415.0K | Q1 2026OLDER |
| Parkway Wealth Management Group, LLC$791M AUM | 11.15% | $88M | 191.8K | Q1 2026OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 11.10% | $39M | 90.3K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 11.08% | $14M | 32.7K | Q1 2026OLDER |
| Uptown Financial Advisors LLC$126M AUM | 10.89% | $14M | 31.4K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 10.87% | $79M | 180.0K | Q1 2026OLDER |
| Dodds Wealth, LLC$407M AUM | 10.86% | $44M | 101.3K | Q1 2026OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 10.84% | $47M | 108.1K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 10.83% | $108M | 246.5K | Q1 2026OLDER |
| Financial Synergies Wealth Advisors, Inc.$1.0B AUM | 10.81% | $113M | 259.3K | Q1 2026OLDER |
| Safir Wealth Advisors, LLC$154M AUM | 10.77% | $17M | 192.4K | Q2 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC$416M AUM | 10.74% | $45M | 518.8K | Q2 2026 |
| Towerpoint Wealth, LLC$289M AUM | 10.74% | $31M | 360.3K | Q2 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 10.51% | $960M | 2.20M | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 10.39% | $91M | 1.05M | Q2 2026 |
| Brickley Wealth Management$583M AUM | 10.33% | $60M | 137.8K | Q1 2026OLDER |
| Newton One Investments LLC$368M AUM | 10.25% | $38M | 86.5K | Q1 2026OLDER |
| Cornerstone Wealth Advisors, Inc.$434M AUM | 10.25% | $44M | 101.9K | Q1 2026OLDER |
| Advantage Trust Co$223M AUM | 10.13% | $23M | 51.8K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$518M AUM | 10.10% | $52M | 119.8K | Q1 2026OLDER |
| HCR Wealth Advisors$964M AUM | 10.04% | $97M | 221.6K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 10.00% | $34M | 394.9K | Q2 2026 |
| Tenret Co LLC$207M AUM | 9.92% | $21M | 47.0K | Q1 2026OLDER |
| Partners in Financial Planning$603M AUM | 9.88% | $60M | 136.3K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 9.53% | $121M | 1.41M | Q2 2026 |
| Tilson Financial Group, Inc.$333M AUM | 9.49% | $32M | 72.4K | Q1 2026OLDER |
| FINANCIAL ADVISORY PARTNERS, LLC$354M AUM | 9.44% | $33M | 76.4K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 9.39% | $156M | 356.1K | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 9.38% | $25M | 55.9K | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 9.30% | $10M | 23.8K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 9.11% | $116M | 264.7K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 9.10% | $10M | 24.0K | Q1 2026OLDER |
| LINCOLN NATIONAL CORP$3.5B AUM | 9.09% | $314M | 719.1K | Q1 2026OLDER |
| Olistico Wealth, LLC$203M AUM | 9.08% | $18M | 42.2K | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 9.01% | $73M | 841.4K | Q2 2026 |
| Wolff Financial Management LLC$453M AUM | 8.98% | $41M | 93.1K | Q1 2026OLDER |
| VVR Holdings LLC$194M AUM | 8.94% | $17M | 39.6K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 8.86% | $431M | 986.8K | Q1 2026OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 8.83% | $17M | 39.1K | Q1 2026OLDER |
| IVC Wealth Advisors LLC$230M AUM | 8.82% | $20M | 46.5K | Q1 2026OLDER |
| Five Pine Wealth Management$161M AUM | 8.80% | $14M | 32.4K | Q1 2026OLDER |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 8.77% | $12M | 27.4K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 8.75% | $432M | 989.4K | Q1 2026OLDER |
| Veratis Advisors, Inc.$126M AUM | 8.73% | $11M | 24.1K | Q4 2025OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 8.70% | $104M | 237.0K | Q1 2026OLDER |
| ACORN CREEK CAPITAL LLC$280M AUM | 8.70% | $24M | 55.8K | Q1 2026OLDER |
| Blue Edge Capital, LLC$753M AUM | 8.55% | $64M | 147.3K | Q2 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 8.54% | $18M | 40.6K | Q1 2026OLDER |
| VISTA CAPITAL PARTNERS, INC.$994M AUM | 8.40% | $84M | 191.3K | Q1 2026OLDER |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 8.38% | $32M | 72.6K | Q1 2026OLDER |
| Waterford Advisors, LLC$315M AUM | 8.33% | $26M | 62.5K | Q1 2026OLDER |
| CORA CAPITAL ADVISORS LLC$302M AUM | 8.26% | $25M | 57.1K | Q1 2026OLDER |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$350M AUM | 8.19% | $29M | 65.5K | Q1 2026OLDER |
| Veery Capital, LLC$372M AUM | 8.03% | $30M | 347.0K | Q2 2026 |
| 25 LLC$324M AUM | 8.00% | $26M | 59.4K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 7.98% | $13M | 28.7K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 7.96% | $16.6B | 39.23M | Q1 2026OLDER |
| BANK OF HAWAII$1.9B AUM | 7.92% | $151M | 346.3K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 7.92% | $18M | 42.0K | Q2 2026 |
| Scott Capital Advisors, LLC$493M AUM | 7.89% | $39M | 84.4K | Q1 2026OLDER |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 7.86% | $14M | 33.2K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 7.85% | $72M | 165.9K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 7.84% | $1.6B | 3.65M | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 7.73% | $35M | 79.3K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 7.68% | $43M | 97.8K | Q1 2026OLDER |
| SPRENG CAPITAL MANAGEMENT, INC.$212M AUM | 7.67% | $16M | 37.2K | Q1 2026OLDER |
| Horizon Family Wealth, Inc.$189M AUM | 7.51% | $14M | 32.5K | Q1 2026OLDER |
| Madison Park Capital Advisors, LLC$140M AUM | 7.49% | $11M | 122.1K | Q2 2026 |
| Kassira Wealth Management LLC$109M AUM | 7.46% | $8M | 18.6K | Q1 2026OLDER |
| Decker Wealth Management LLC$456M AUM | 7.28% | $33M | 68.0K | Q1 2026OLDER |
| Nabity-Jensen Investment Management Inc$144M AUM | 7.27% | $10M | 24.0K | Q1 2026OLDER |
| Woodside Wealth Management LLC$128M AUM | 7.25% | $9M | 21.2K | Q1 2026OLDER |
| Junk Investment Group, LLC$191M AUM | 7.23% | $14M | 31.6K | Q1 2026OLDER |
| GenWealth Group, Inc.$584M AUM | 7.23% | $42M | 96.7K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 7.20% | $14M | 32.3K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 7.13% | $89M | 203.8K | Q1 2026OLDER |
| DeDora Capital, Inc.$408M AUM | 7.06% | $29M | 65.9K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 6.92% | $49M | 111.8K | Q1 2026OLDER |
| Whitegate Investment Counselors, Inc.$315M AUM | 6.86% | $22M | 49.4K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 6.77% | $27M | 60.9K | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 6.73% | $46M | 104.4K | Q1 2026OLDER |
| Certus Wealth Management, LLC$167M AUM | 6.68% | $11M | 23.3K | Q3 2025OLDER |
| Rolek Wealth Management LLC$139M AUM | 6.63% | $9M | 21.2K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 6.58% | $16M | 35.8K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 6.50% | $542M | 1.24M | Q1 2026OLDER |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 6.49% | $11M | 24.7K | Q1 2026OLDER |
| Permanens Capital L.P.$776M AUM | 6.46% | $50M | 114.8K | Q1 2026OLDER |
| Blankinship & Foster, LLC$452M AUM | 6.44% | $29M | 66.7K | Q1 2026OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 6.43% | $34M | 71.5K | Q3 2025OLDER |
| McNamara Financial Services, Inc.$528M AUM | 6.41% | $34M | 77.6K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 6.30% | $14M | 29.5K | Q3 2025OLDER |
| BRIGHTON SECURITIES CORP.$233M AUM | 6.27% | $15M | 169.6K | Q2 2026 |
| Infinity Wealth Counsel, LLC$124M AUM | 6.26% | $8M | 89.9K | Q2 2026 |
| Tide Cove Capital Partners LLC$147M AUM | 6.25% | $9M | 110.6K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 6.25% | $137M | 312.6K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 6.25% | $238M | 2.76M | Q2 2026 |
| Mustard Seed Financial, LLC$167M AUM | 6.18% | $10M | 23.6K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 6.13% | $18M | 40.2K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 6.08% | $11M | 25.8K | Q1 2026OLDER |
| CDKV HOLDINGS LLC$114M AUM | 6.07% | $7M | 15.8K | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 6.07% | $18M | 36.9K | Q3 2025OLDER |
| AIRE ADVISORS, LLC$547M AUM | 5.95% | $33M | 74.4K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 5.93% | $27M | 62.7K | Q1 2026OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 5.83% | $7M | 75.6K | Q2 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 5.78% | $1.5B | 3.44M | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 5.77% | $8M | 17.2K | Q4 2025OLDER |
| Gleason Group, Inc.$1.0B AUM | 5.75% | $58M | 133.0K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 5.72% | $31M | 358.2K | Q2 2026 |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 5.71% | $9M | 20.2K | Q1 2026OLDER |
| Marble Wealth, LLC$571M AUM | 5.71% | $33M | 74.7K | Q1 2026OLDER |
| Apex Wealth Management, LLC$146M AUM | 5.69% | $8M | 19.0K | Q1 2026OLDER |
| Campbell Deegan Wealth Management, LLC$125M AUM | 5.69% | $7M | 16.3K | Q1 2026OLDER |
| Bonfire Financial$133M AUM | 5.68% | $8M | 17.3K | Q1 2026OLDER |
| Nadler Financial Group, Inc.$1.0B AUM | 5.64% | $59M | 134.0K | Q1 2026OLDER |
| GLR Partners, LLC$183M AUM | 5.63% | $10M | 23.6K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 5.62% | $28M | 65.1K | Q1 2026OLDER |
| Kensington Asset Management, LLC$1.8B AUM | 5.61% | $109M | 220.8K | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 5.58% | $454M | 1.04M | Q1 2026OLDER |
| PLANWISER FINANCIAL, LLC$138M AUM | 5.58% | $8M | 15.9K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 5.58% | $59M | 136.2K | Q1 2026OLDER |
| STAR Financial Bank$212M AUM | 5.55% | $12M | 26.9K | Q1 2026OLDER |
| PCA Investment Advisory Services Inc.$300M AUM | 5.50% | $16M | 37.7K | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 5.49% | $136M | 312.2K | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 5.49% | $19M | 221.4K | Q2 2026 |
| Leeward Financial Partners, LLC$336M AUM | 5.47% | $18M | 42.1K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 5.45% | $9M | 21.0K | Q1 2026OLDER |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 5.45% | $16M | 36.8K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 5.44% | $8M | 18.0K | Q1 2026OLDER |
| Hofer & Associates. Inc$186M AUM | 5.43% | $10M | 23.1K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 5.40% | $21M | 47.7K | Q1 2026OLDER |
| Jefferson Bridge Capital, LLC$101M AUM | 5.40% | $5M | 12.4K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 5.40% | $20M | 236.5K | Q2 2026 |
| Peterson Wealth Services$405M AUM | 5.36% | $22M | 49.7K | Q1 2026OLDER |
| American Trust$1.1B AUM | 5.36% | $61M | 138.9K | Q1 2026OLDER |
| Beacon Capital Management, LLC$567M AUM | 5.36% | $30M | 69.5K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 5.34% | $21M | 48.3K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 5.31% | $41M | 94.4K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 5.31% | $72M | 164.0K | Q1 2026OLDER |
| Journey Beyond Wealth, LLC$116M AUM | 5.27% | $6M | 14.0K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 5.23% | $18M | 41.6K | Q1 2026OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 5.22% | $6M | 13.4K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 5.18% | $73M | 850.3K | Q2 2026 |
| Synergy Investment Management, LLC$306M AUM | 5.16% | $16M | 36.1K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 5.16% | $9M | 21.6K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 5.15% | $13M | 30.0K | Q1 2026OLDER |
| LightSquare Wealth Management, LLC$133M AUM | 5.10% | $7M | 15.6K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 5.10% | $61M | 139.6K | Q1 2026OLDER |
| MTC Wealth Management LLC$211M AUM | 5.09% | $11M | 24.5K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 5.06% | $15M | 174.3K | Q2 2026 |
| Ellis Investment Partners, LLC$576M AUM | 5.03% | $29M | 66.4K | Q1 2026OLDER |
| VeraBank, N.A.$546M AUM | 4.97% | $27M | 62.1K | Q1 2026OLDER |
| NESTEGG ADVISORS, INC.$114M AUM | 4.95% | $6M | 12.9K | Q1 2026OLDER |
| Francis Financial, Inc.$539M AUM | 4.94% | $27M | 61.0K | Q1 2026OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 4.93% | $31M | 71.3K | Q1 2026OLDER |
| LifeGoal Investments, LLC$218M AUM | 4.92% | $11M | 124.7K | Q2 2026 |
| Valpey Financial Services, LLC$154M AUM | 4.88% | $7M | 17.2K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 4.87% | $160M | 365.7K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 4.86% | $8M | 18.8K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 4.85% | $12M | 24.8K | Q1 2026OLDER |
| MUIRFIELD WEALTH ADVISORS LLC$136M AUM | 4.85% | $7M | 15.1K | Q1 2026OLDER |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 4.81% | $19M | 42.9K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 4.80% | $791M | 1.81M | Q1 2026OLDER |
| Krane Financial Solutions LLC$147M AUM | 4.78% | $7M | 16.1K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 4.77% | $27M | 62.9K | Q1 2026OLDER |
| Kure Advisory, LLC$184M AUM | 4.74% | $9M | 19.9K | Q1 2026OLDER |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 4.71% | $12M | 27.1K | Q1 2026OLDER |
| SP Asset Management LLC$1.1B AUM | 4.69% | $53M | 121.8K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 4.65% | $618M | 8.49M | Q1 2026OLDER |
| 71 West Capital Partners$2.3B AUM | 4.63% | $105M | 241.2K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 4.63% | $83M | 189.3K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 4.62% | $7M | 17.2K | Q1 2026OLDER |
| Warwick Investment Management, Inc.$690M AUM | 4.61% | $32M | 72.8K | Q1 2026OLDER |
| NORTHSTAR ASSET MANAGEMENT Co$445M AUM | 4.57% | $20M | 46.6K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 4.54% | $10M | 24.0K | Q1 2026OLDER |
| Calder Financial LLC$106M AUM | 4.54% | $5M | 55.9K | Q2 2026 |
| Payne Capital Management, LLC$331M AUM | 4.54% | $15M | 34.3K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 4.52% | $65M | 149.9K | Q1 2026OLDER |
| Trust Co of the South$710M AUM | 4.50% | $32M | 371.3K | Q2 2026 |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 4.50% | $35M | 81.0K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 4.50% | $13M | 30.8K | Q1 2026OLDER |
| Alexis Investment Partners, LLC$145M AUM | 4.49% | $7M | 15.5K | Q1 2026OLDER |
| Laraway Financial Advisors Inc$142M AUM | 4.48% | $6M | 14.6K | Q1 2026OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 4.46% | $11M | 24.1K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 4.45% | $14M | 32.7K | Q1 2026OLDER |
| Latigo Investments, LLC$201M AUM | 4.39% | $9M | 13.5K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 4.38% | $19M | 44.1K | Q1 2026OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 4.37% | $19M | 43.6K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 4.37% | $41M | 93.4K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 4.32% | $40M | 90.5K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 4.32% | $18M | 40.9K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 4.29% | $30M | 67.8K | Q1 2026OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 4.27% | $504M | 1.15M | Q1 2026OLDER |
| Tulsa Wealth Advisors, INC$570M AUM | 4.26% | $24M | 55.6K | Q1 2026OLDER |
| MARSHALL FINANCIAL GROUP INC /ADV$364M AUM | 4.26% | $15M | 32.3K | Q3 2025OLDER |
| Noble Family Wealth, LLC$484M AUM | 4.24% | $21M | 47.0K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 4.21% | $30M | 69.2K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 4.20% | $19M | 42.6K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 4.20% | $11M | 23.6K | Q3 2025OLDER |
| Pandora Wealth, Inc.$165M AUM | 4.17% | $7M | 14.1K | Q4 2025OLDER |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 4.16% | $7M | 16.3K | Q1 2026OLDER |
| Truepoint, Inc.$4.5B AUM | 4.12% | $185M | 423.1K | Q1 2026OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 4.12% | $42M | 96.8K | Q1 2026OLDER |
| Northern Financial Advisors Inc$137M AUM | 4.11% | $8M | 16.3K | Q3 2025OLDER |
| Finward Bancorp$125M AUM | 4.08% | $5M | 11.7K | Q1 2026OLDER |
| Main Line Retirement Advisors, LLC$200M AUM | 4.07% | $8M | 18.7K | Q1 2026OLDER |
| Leo H. Evart, Inc.$117M AUM | 4.07% | $5M | 10.9K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 4.05% | $18M | 42.2K | Q1 2026OLDER |
| GoalFusion Wealth Management, LLC$220M AUM | 4.03% | $9M | 20.3K | Q1 2026OLDER |
| Tower View Wealth Management LLC$195M AUM | 4.00% | $8M | 17.8K | Q1 2026OLDER |
| Beirne Wealth Consulting Services, LLC$354M AUM | 3.99% | $14M | 32.3K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 3.97% | $61M | 139.6K | Q1 2026OLDER |
| Financial Advisors Network, Inc.$724M AUM | 3.96% | $29M | 65.6K | Q1 2026OLDER |
| Regent Peak Wealth Advisors LLC$490M AUM | 3.95% | $19M | 44.4K | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 3.93% | $9M | 19.0K | Q4 2025OLDER |
| Financial Insights, Inc.$309M AUM | 3.91% | $12M | 27.7K | Q1 2026OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 3.86% | $15M | 35.4K | Q1 2026OLDER |
| Members Trust Co$3.0B AUM | 3.86% | $116M | 266.0K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 3.83% | $31M | 71.0K | Q1 2026OLDER |
| Asset Advisory Group, Inc.$229M AUM | 3.81% | $9M | 101.2K | Q2 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 3.80% | $6M | 13.9K | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 3.79% | $31M | 70.2K | Q1 2026OLDER |
| Cannon Financial Strategists, Inc.$761M AUM | 3.78% | $29M | 65.8K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 3.76% | $42M | 96.1K | Q1 2026OLDER |
| Smith & Howard Wealth Management, LLC$462M AUM | 3.75% | $17M | 39.7K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 3.74% | $4M | 9.8K | Q1 2026OLDER |
| Curran Financial Partners, LLC$559M AUM | 3.72% | $21M | 47.6K | Q1 2026OLDER |
| FINANCIAL LIFE ADVISORS$321M AUM | 3.72% | $12M | 27.3K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 3.71% | $10M | 23.0K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 3.71% | $4M | 8.9K | Q4 2025OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 3.66% | $10M | 21.5K | Q3 2025OLDER |
| DRAVO BAY LLC$246M AUM | 3.66% | $9M | 20.6K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 3.65% | $53M | 107.4K | Q1 2026OLDER |
| Troutman Wealth Management, LLC$120M AUM | 3.65% | $4M | 10.0K | Q1 2026OLDER |
| Agate Pass Investment Management, LLC$271M AUM | 3.60% | $10M | 113.5K | Q2 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 3.60% | $59M | 135.6K | Q1 2026OLDER |
| INTEGRAL INVESTMENT ADVISORS, INC.$454M AUM | 3.60% | $16M | 189.7K | Q2 2026 |
| JNBA Financial Advisors$1.2B AUM | 3.56% | $43M | 97.7K | Q1 2026OLDER |
| Fusion Capital, LLC$371M AUM | 3.55% | $13M | 30.1K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 3.54% | $4M | 8.6K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 3.54% | $7M | 15.0K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 3.53% | $55M | 125.8K | Q1 2026OLDER |
| Manuka Financial, LLC$162M AUM | 3.52% | $6M | 13.0K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 3.52% | $7M | 14.9K | Q1 2026OLDER |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 3.50% | $20M | 46.2K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 3.44% | $117M | 268.0K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 3.44% | $16M | 35.6K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 3.43% | $24M | 55.8K | Q1 2026OLDER |
| Pinion Investment Advisors, LLC$428M AUM | 3.43% | $15M | 33.6K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 3.43% | $5M | 12.2K | Q1 2026OLDER |
| WEST BANCORPORATION INC$200M AUM | 3.39% | $7M | 15.6K | Q1 2026OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 3.38% | $4M | 45.7K | Q2 2026 |
| LifePlan Investment Advisors, Inc.$254M AUM | 3.37% | $9M | 19.6K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 3.35% | $272M | 622.8K | Q1 2026OLDER |
| Vines Capital Management, LLC$101M AUM | 3.31% | $3M | 7.7K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 3.31% | $21M | 48.0K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 3.28% | $11M | 25.2K | Q1 2026OLDER |
| Arsenal Capital Advisors LLC$138M AUM | 3.27% | $5M | 10.3K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 3.26% | $16M | 182.1K | Q2 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 3.26% | $287M | 656.3K | Q1 2026OLDER |
| Freedom Financial Partners LLC$281M AUM | 3.24% | $9M | 20.8K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 3.23% | $30M | 67.9K | Q1 2026OLDER |
| Clarus Wealth Advisors$235M AUM | 3.23% | $8M | 17.0K | Q1 2026OLDER |
| DDFG, Inc$464M AUM | 3.21% | $15M | 34.1K | Q1 2026OLDER |
| Japan Science & Technology Agency$4.8B AUM | 3.19% | $153M | 351.0K | Q1 2026OLDER |
| OPINICUS CAPITAL, INC.$142M AUM | 3.17% | $4M | 10.3K | Q1 2026OLDER |
| Riverview Capital Advisers, LLC$300M AUM | 3.16% | $9M | 21.7K | Q1 2026OLDER |
| Abbot Financial Management, Inc.$239M AUM | 3.16% | $8M | 17.3K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 3.15% | $28M | 64.8K | Q1 2026OLDER |
| Community Bank of Raymore$149M AUM | 3.14% | $5M | 10.8K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 3.14% | $10M | 22.2K | Q1 2026OLDER |
| Wind River Trust Co$265M AUM | 3.14% | $8M | 19.1K | Q1 2026OLDER |
| CUMBERLAND ADVISORS INC$255M AUM | 3.12% | $8M | 18.3K | Q1 2026OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 3.10% | $9M | 111.3K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 3.10% | $54M | 124.7K | Q1 2026OLDER |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 3.08% | $4M | 10.1K | Q1 2026OLDER |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 3.07% | $21M | 48.4K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 3.07% | $54M | 122.8K | Q1 2026OLDER |
| Yoder Wealth Management, Inc.$219M AUM | 3.06% | $7M | 15.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 3.05% | $108M | 247.5K | Q1 2026OLDER |
| Ciovacco Capital Management LLC$172M AUM | 3.03% | $5M | 11.9K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 3.01% | $34M | 76.7K | Q1 2026OLDER |
| ANDERSON HOAGLAND & CO$1.3B AUM | 3.01% | $38M | 445.4K | Q2 2026 |
| O'Brien Wealth Partners LLC$756M AUM | 2.94% | $22M | 45.5K | Q4 2025OLDER |
| Intergy Private Wealth, LLC$341M AUM | 2.92% | $10M | 22.8K | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 2.91% | $7M | 15.9K | Q1 2026OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 2.91% | $12M | 26.6K | Q1 2026OLDER |
| Systelligence, LLC$514M AUM | 2.90% | $15M | 34.2K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 2.87% | $4M | 9.2K | Q1 2026OLDER |
| Battery Global Advisors, LLC$186M AUM | 2.87% | $5M | 12.2K | Q1 2026OLDER |
| Crown Wealth Group, LLC$340M AUM | 2.87% | $10M | 22.3K | Q1 2026OLDER |
| Capital Planning LLC$307M AUM | 2.86% | $9M | 20.1K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 2.84% | $11M | 25.8K | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 2.83% | $11M | 25.2K | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 2.82% | $9M | 20.7K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 2.82% | $17M | 38.4K | Q1 2026OLDER |
| May Barnhard Investments LLC$206M AUM | 2.79% | $6M | 13.1K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 2.77% | $20M | 45.5K | Q1 2026OLDER |
| Lansing Street Advisors$397M AUM | 2.76% | $11M | 25.1K | Q1 2026OLDER |
| SFAM, LLC$108M AUM | 2.76% | $3M | 6.8K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 2.74% | $25M | 295.2K | Q2 2026 |
| Kendall Capital Management$488M AUM | 2.73% | $13M | 30.5K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 2.71% | $11M | 24.3K | Q1 2026OLDER |
| Bravias Capital Group, LLC$153M AUM | 2.69% | $4M | 9.4K | Q1 2026OLDER |
| Oak Root LLC$820M AUM | 2.68% | $22M | 50.4K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 2.68% | $4M | 8.0K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 2.67% | $360M | 824.2K | Q1 2026OLDER |
| Cascade Wealth Advisors, Inc$228M AUM | 2.65% | $6M | 69.6K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 2.65% | $26M | 58.8K | Q1 2026OLDER |
| Prostatis Group LLC$391M AUM | 2.63% | $10M | 23.6K | Q1 2026OLDER |
| Weinberger Asset Management, Inc$267M AUM | 2.62% | $7M | 16.0K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 2.61% | $26M | 59.9K | Q1 2026OLDER |
| Hurlow Wealth Management Group, Inc.$420M AUM | 2.59% | $11M | 24.9K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 2.59% | $24M | 55.2K | Q1 2026OLDER |
| Enclave Advisors LLC$729M AUM | 2.58% | $19M | 43.1K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 2.52% | $338M | 773.1K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 2.50% | $6M | 75.3K | Q1 2026OLDER |
| Causey Wealth LLC$205M AUM | 2.50% | $5M | 10.7K | Q1 2026OLDER |
| Ted Buchan & Co$275M AUM | 2.48% | $7M | 15.6K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 2.48% | $22M | 50.9K | Q1 2026OLDER |
| CATALYST PRIVATE WEALTH, LLC$185M AUM | 2.47% | $5M | 10.4K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 2.46% | $53M | 122.0K | Q1 2026OLDER |
| Disciplined Investments, LLC$279M AUM | 2.46% | $7M | 15.7K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 2.46% | $5M | 12.1K | Q1 2026OLDER |
| Compass Planning Associates Inc$156M AUM | 2.45% | $4M | 8.8K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 2.43% | $12M | 27.4K | Q1 2026OLDER |
| HTG Investment Advisors, Inc.$352M AUM | 2.41% | $8M | 19.4K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 2.39% | $4M | 8.4K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 2.38% | $96M | 240.6K | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 2.36% | $2M | 5.7K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 2.34% | $4M | 9.8K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 2.34% | $40M | 92.1K | Q1 2026OLDER |
| NCM Capital Management, LLC$279M AUM | 2.33% | $7M | 14.9K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 2.33% | $3M | 6.1K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 2.32% | $36M | 82.2K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 2.32% | $296M | 677.3K | Q1 2026OLDER |
| Family CFO Inc$223M AUM | 2.31% | $5M | 11.8K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 2.31% | $5M | 12.3K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 2.30% | $55M | 125.8K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 2.29% | $18M | 38.1K | Q3 2025OLDER |
| Bawa N Mallick Trust$244M AUM | 2.28% | $6M | 12.8K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 2.26% | $68M | 155.7K | Q1 2026OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 2.26% | $4M | 10.2K | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 2.26% | $6M | 12.9K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 2.26% | $5M | 11.1K | Q1 2026OLDER |
| STONE LOFT WEALTH MANAGEMENT LLC$107M AUM | 2.26% | $2M | 4.9K | Q1 2026OLDER |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 2.25% | $2M | 5.4K | Q1 2026OLDER |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 2.24% | $3M | 6.5K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 2.23% | $19M | 42.8K | Q1 2026OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 2.23% | $5M | 11.8K | Q1 2026OLDER |
| Petix & Botte Co$449M AUM | 2.22% | $10M | 22.8K | Q1 2026OLDER |
| Coastline Complete Wealth LLC$161M AUM | 2.22% | $4M | 8.2K | Q1 2026OLDER |
| NorthStar Asset Management LLC /NJ/$207M AUM | 2.20% | $5M | 10.4K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 2.19% | $38M | 87.0K | Q1 2026OLDER |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 2.18% | $13M | 30.8K | Q1 2026OLDER |
| Hirtle & Co., LLC$2.9B AUM | 2.17% | $63M | 145.2K | Q1 2026OLDER |
| FORONJY FINANCIAL LLC$241M AUM | 2.17% | $5M | 11.9K | Q1 2026OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 2.17% | $46M | 94.7K | Q4 2025OLDER |
| GSG Advisors LLC$385M AUM | 2.16% | $8M | 19.1K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 2.16% | $3M | 7.4K | Q1 2026OLDER |
| Berkshire Money Management, Inc.$976M AUM | 2.15% | $21M | 48.2K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 2.15% | $20M | 46.9K | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 2.14% | $11M | 25.8K | Q1 2026OLDER |
| Prospect Financial Services LLC$164M AUM | 2.14% | $4M | 8.0K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 2.13% | $4M | 9.2K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 2.13% | $214M | 489.4K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 2.13% | $186M | 426.9K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 2.13% | $22M | 50.0K | Q1 2026OLDER |
| Rinkey Investments$391M AUM | 2.13% | $8M | 19.0K | Q1 2026OLDER |
| Thrive Wealth Management, LLC$787M AUM | 2.12% | $17M | 193.9K | Q2 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 2.09% | $18M | 40.6K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 2.09% | $10M | 21.8K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 2.08% | $43M | 97.6K | Q1 2026OLDER |
| Bay Rivers Group$293M AUM | 2.08% | $6M | 70.6K | Q2 2026 |
| GUIDANCE CAPITAL, INC$446M AUM | 2.07% | $9M | 109.5K | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 2.07% | $18M | 41.7K | Q1 2026OLDER |
| Prospera Capital Management, LLC$199M AUM | 2.07% | $4M | 9.4K | Q1 2026OLDER |
| Ponta Wealth Partners, LLC$124M AUM | 2.07% | $2M | 4.5K | Q4 2025OLDER |
| RoundAngle Advisors LLC$134M AUM | 2.06% | $3M | 6.3K | Q1 2026OLDER |
| Chris Bulman Inc$228M AUM | 2.06% | $5M | 10.8K | Q1 2026OLDER |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM | 2.06% | $2M | 5.2K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 2.05% | $86M | 178.7K | Q3 2025OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 2.04% | $4M | 9.7K | Q1 2026OLDER |
| PLANNING ALTERNATIVES LTD /ADV$775M AUM | 2.04% | $16M | 36.1K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 2.03% | $5M | 12.2K | Q1 2026OLDER |
| ORSER CAPITAL MANAGEMENT, LLC$202M AUM | 2.02% | $4M | 47.3K | Q2 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 2.01% | $18M | 41.0K | Q1 2026OLDER |
| Systematic Alpha Investments, LLC$2.8B AUM | 2.01% | $57M | 784.0K | Q1 2026OLDER |
| Pine Harbor Wealth Management, LLC$334M AUM | 2.00% | $7M | 15.3K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 1.99% | $12M | 28.2K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 1.98% | $100M | 230.0K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 1.98% | $21M | 47.5K | Q1 2026OLDER |
| K2 Financial Inc.$138M AUM | 1.97% | $3M | 32.7K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 1.96% | $4M | 8.3K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 1.95% | $70M | 159.6K | Q1 2026OLDER |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 1.94% | $3M | 7.2K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 1.93% | $83M | 190.4K | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 1.92% | $23M | 47.1K | Q3 2025OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 1.90% | $25M | 58.2K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 1.90% | $14M | 31.8K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 1.90% | $17M | 37.9K | Q1 2026OLDER |
| Northern Lights Advisors, Inc.$148M AUM | 1.89% | $3M | 6.4K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 1.88% | $28M | 63.6K | Q1 2026OLDER |
| SHARPEPOINT LLC$168M AUM | 1.87% | $3M | 7.2K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 1.87% | $17M | 196.2K | Q2 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 1.87% | $5M | 10.6K | Q3 2025OLDER |
| LongView Wealth Management$398M AUM | 1.86% | $7M | 15.5K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 1.83% | $44M | 100.3K | Q1 2026OLDER |
| Oxford Wealth Group, LLC$183M AUM | 1.83% | $3M | 7.7K | Q1 2026OLDER |
| Genesis Financial Group, LLC$158M AUM | 1.82% | $3M | 6.6K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 1.82% | $10M | 22.2K | Q1 2026OLDER |
| Scott & Selber, Inc.$474M AUM | 1.82% | $9M | 100.1K | Q2 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 1.81% | $5M | 12.1K | Q1 2026OLDER |
| Fort Vancouver Investment Management, LLC$197M AUM | 1.81% | $4M | 8.2K | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 1.80% | $4M | 10.1K | Q1 2026OLDER |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.$128M AUM | 1.79% | $2M | 5.3K | Q1 2026OLDER |
| TPG Financial Advisors, LLC$307M AUM | 1.79% | $6M | 12.6K | Q1 2026OLDER |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 1.79% | $4M | 8.7K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 1.78% | $3M | 7.9K | Q1 2026OLDER |
| Stone Summit Wealth LLC$359M AUM | 1.78% | $6M | 14.7K | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 1.78% | $19M | 43.0K | Q1 2026OLDER |
| SwitchPoint Financial Planning, LLC$147M AUM | 1.78% | $3M | 6.0K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 1.77% | $2M | 5.6K | Q1 2026OLDER |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.$139M AUM | 1.77% | $2M | 5.7K | Q1 2026OLDER |
| BXM Wealth LLC$130M AUM | 1.76% | $2M | 5.2K | Q1 2026OLDER |
| Watts Gwilliam & Co., LLC$620M AUM | 1.75% | $11M | 22.6K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 1.74% | $23.9B | 54.65M | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 1.74% | $25M | 57.9K | Q1 2026OLDER |
| Level Wealth Management LLC$213M AUM | 1.72% | $4M | 8.4K | Q1 2026OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 1.72% | $5M | 10.5K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 1.71% | $4M | 9.0K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 1.71% | $15M | 34.2K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 1.71% | $2M | 4.4K | Q1 2026OLDER |
| Rodgers & Associates, LTD$982M AUM | 1.71% | $17M | 38.4K | Q1 2026OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 1.70% | $17M | 39.8K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 1.70% | $14M | 159.5K | Q2 2026 |
| American Institute for Advanced Investment Management, LLP$154M AUM | 1.68% | $3M | 5.9K | Q1 2026OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 1.68% | $3M | 39.0K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 1.68% | $75M | 904.4K | Q1 2026OLDER |
| Fjell Capital, LLC$130M AUM | 1.66% | $2M | 4.9K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 1.66% | $8M | 19.1K | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 1.66% | $11M | 26.2K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 1.65% | $305M | 698.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.