| 1. Vanguard Group INC CRD 105958 · Corporation | MALVERN, PA | $11.1T May 2026 | +$846.1B+8.3% | +$4.4T+66.8% | +$4.4T+66.3% | +$9.5T+614.0% | +1,027 employees+152.1% over 3Y | +20 accounts+9.6% over 3Y |
| 2. Vanguard Capital Management, LLC CRD 338002 · Limited Liability Company | MALVERN, PA | $8.4T May 2026 | — | — | — | $0+0.0% | — | 0 accounts+0.0% over Total |
| 3. Vanguard Portfolio Management, LLC CRD 338003 · Limited Liability Company | MALVERN, PA | $2.7T May 2026 | — | — | — | $0+0.0% | — | 0 accounts+0.0% over Total |
| 4. Vanguard Advisers, INC. CRD 106715 · Corporation | MALVERN, PA | $344.6B May 2026 | +$44.2B+14.7% | +$45.4B+15.2% | +$68.1B+24.6% | +$322.6B+1463.1% | +84 employees+4.0% over 3Y | +157,058 accounts+24.8% over 3Y |
| 5. Vanguard Global Advisers, LLC CRD 164593 · Limited Liability Company | MALVERN, PA | $249.7B May 2026 | -$241.8B-49.2% | -$87.9B-26.0% | -$4.3B-1.7% | +$249.5B+128833.2% | +114 employees+56.7% over 3Y | -73 accounts-48.3% over 3Y |
| 6. Pacer Advisors, INC. CRD 137381 · Corporation | MALVERN, PA | $38.6B Mar 2026 | -$7.4B-16.1% | +$15.7B+68.7% | +$32.5B+528.4% | +$38.2B+9099.1% | +2 employees+9.1% over 3Y | +11 accounts+23.9% over 3Y |
| 7. Wharton Business Group, LLC CRD 133722 · Limited Liability Company | MALVERN, PA | $4.6B Mar 2026 | +$552.8M+13.8% | +$1.1B+33.5% | +$1.5B+48.7% | +$3.1B+203.4% | 0 employees+0.0% over 3Y | -18 accounts-5.1% over 3Y |
| 8. Traynor Capital Management CRD 138881 · Corporation | MALVERN, PA | $2.4B Apr 2026 | +$574.9M+31.1% | +$1.6B+194.1% | +$1.7B+233.4% | +$2.4B+5951.5% | +3 employees+33.3% over 3Y | +376 accounts+29.3% over 3Y |
| 9. Old Glory Asset Management LLC CRD 126013 · Limited Liability Company | MALVERN, PA | $655.9M Mar 2026 | +$196.0M+42.6% | +$37.9M+6.1% | +$91.4M+16.2% | +$462.0M+238.2% | 0 employees+0.0% over 3Y | +2 accounts+10.5% over 3Y |
| 10. Taurus Private Markets, LLC CRD 300786 · Limited Liability Company | MALVERN, PA | $508.7M Mar 2026 | +$185.0M+57.1% | +$311.4M+157.9% | — | +$311.4M+157.9% | +3 employees+50.0% over 3Y | +1 accounts+50.0% over 3Y |
| 11. Malvern Capital Management CRD 292396 · Limited Liability Company | MALVERN, PA | $258.1M Feb 2026 | +$32.7M+14.5% | — | — | +$34.7M+15.5% | 0 employees+0.0% over 1Y | +6 accounts+1.7% over 1Y |
| 12. Cmg Capital Management Group, INC. CRD 110750 · Corporation | MALVERN, PA | $256.5M Apr 2026 | +$5.4M+2.2% | -$6.6M-2.5% | +$24.4M+10.5% | -$182.4M-41.6% | -1 employees-9.1% over 3Y | -862 accounts-47.5% over 3Y |
| 13. Wharton Wealth Management, LLC CRD 281348 · Limited Liability Company | MALVERN, PA | $209.2M Apr 2026 | +$38.8M+22.8% | +$83.0M+65.8% | +$107.7M+106.1% | +$107.7M+106.1% | -1 employees-33.3% over 3Y | +52 accounts+5.8% over 3Y |
| 14. Troutman Wealth Management CRD 301107 · Limited Liability Company | MALVERN, PA | $152.5M Mar 2026 | +$33.5M+28.1% | +$50.1M+48.9% | — | +$50.2M+49.0% | 0 employees+0.0% over 3Y | +73 accounts+22.8% over 3Y |