FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,147.32-0.17%
XLE56.75-0.21%
STOXX50E5,860.32-0.39%
XLF51.760.65%
FTSE10,321.09-0.56%
IXIC24,869.240.13%
RUT2,788.120.04%
GSPC7,172.360.10%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM
CUSIP 921908844

VANGUARD SPECIALIZED FUNDS

436 institutions · $37.93B total · 173,526,673 shares

#ManagerSharesValue% of TotalPeriod
1MORGAN STANLEY12,585,149$2.77B7.25%2025-12-31
2BANK OF AMERICA CORP /DE/11,211,182$2.46B6.46%2025-12-31
3VANGUARD GROUP INC10,588,219$2.33B6.10%2025-12-31
4Wealthfront Advisers LLC9,879,191$2.17B5.69%2025-12-31
5LPL Financial LLC6,909,821$1.52B3.98%2025-12-31
6WELLS FARGO & COMPANY/MN6,525,950$1.43B3.76%2025-12-31
7UBS Group AG6,176,489$1.36B3.55%2025-12-31
8HB Wealth Management, LLC5,705,891$1.24B3.28%2025-12-31
9RAYMOND JAMES FINANCIAL INC3,728,240$819.4M2.14%2025-12-31
10Royal Bank of Canada3,472,858$763.3M2.00%2025-12-31
11JPMORGAN CHASE & CO2,755,943$605.7M1.58%2025-12-31
12AMERIPRISE FINANCIAL INC2,599,554$571.5M1.49%2025-12-31
13COMMONWEALTH EQUITY SERVICES, LLC2,571,410$565.1M1.48%2025-12-31
14HighTower Advisors, LLC2,357,937$518.2M1.35%2025-12-31
15ENVESTNET ASSET MANAGEMENT INC2,297,764$505.0M1.32%2025-12-31
16PRUDENTIAL FINANCIAL INC2,264,328$501.5M1.30%2025-12-31
17SIGNATUREFD, LLC2,147,173$471.9M1.23%2025-12-31
18JONES FINANCIAL COMPANIES LLLP1,716,545$377.3M0.98%2025-12-31
19WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,572,682$352.4M0.90%2025-12-31
20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,576,329$346.4M0.90%2025-12-31
21Modera Wealth Management, LLC1,550,778$340.8M0.89%2025-12-31
22OSAIC HOLDINGS, INC.1,525,293$335.4M0.87%2025-12-31
23Joel Isaacson & Co., LLC1,318,257$289.7M0.75%2025-12-31
24Howard Capital Management Inc.1,231,457$270.6M0.70%2025-12-31
25Waverly Advisors, LLC1,216,612$267.4M0.70%2025-12-31
26CAPTRUST FINANCIAL ADVISORS1,205,106$264.9M0.69%2025-12-31
27Mariner, LLC1,203,739$264.6M0.69%2025-12-31
28Cetera Investment Advisers1,175,067$258.3M0.67%2025-12-31
29Corient Private Wealth LLC1,189,534$256.3M0.68%2025-12-31
30Creative Planning1,122,115$246.6M0.64%2025-12-31
31TRUST POINT INC.1,095,159$240.7M0.63%2025-12-31
32MAI Capital Management996,705$219.1M0.57%2025-12-31
33BROWN ADVISORY INC955,622$210.0M0.55%2025-12-31
34ASPIRIANT, LLC954,027$209.7M0.54%2025-12-31
35MANUFACTURERS LIFE INSURANCE COMPANY, THE894,996$196.7M0.51%2025-12-31
36STIFEL FINANCIAL CORP893,878$196.5M0.51%2025-12-31
37Bank of New York Mellon Corp881,819$193.8M0.50%2025-12-31
38Cerity Partners LLC838,291$184.2M0.48%2025-12-31
39Cresset Asset Management, LLC779,047$171.2M0.44%2025-12-31
40MERCER GLOBAL ADVISORS INC /ADV772,653$170.1M0.44%2025-12-31
41Confluence Wealth Services, Inc.771,539$169.6M0.44%2025-12-31
42DAVENPORT & Co LLC760,858$167.2M0.43%2025-12-31
43Nicholas Hoffman & Company, LLC.747,782$164.3M0.43%2025-12-31
44Rockefeller Capital Management L.P.693,061$152.4M0.39%2025-12-31
45Focus Partners Wealth688,833$151.3M0.39%2025-12-31
46BLAIR WILLIAM & CO/IL673,554$148.0M0.38%2025-12-31
47Diversified Enterprises, LLC665,052$146.2M0.38%2025-12-31
48Private Advisor Group, LLC617,239$135.7M0.35%2025-12-31
49BANK OF MONTREAL /CAN/616,298$135.4M0.35%2025-12-31
50Baird Financial Group, Inc.605,553$133.1M0.34%2025-12-31
51TRUIST FINANCIAL CORP593,061$130.3M0.34%2025-12-31
52MML INVESTORS SERVICES, LLC590,724$129.8M0.34%2025-12-31
53&PARTNERS575,385$127.5M0.33%2025-12-31
54Kestra Advisory Services, LLC541,017$118.9M0.31%2025-12-31
55GLENMEDE TRUST CO NA533,491$117.3M0.30%2025-12-31
56GOLDMAN SACHS GROUP INC527,870$116.0M0.30%2025-12-31
57FIFTH THIRD BANCORP488,974$107.5M0.28%2025-12-31
58Sanctuary Advisors, LLC473,415$104.0M0.27%2025-12-31
59Steward Partners Investment Advisory, LLC471,538$103.6M0.27%2025-12-31
60TD PRIVATE CLIENT WEALTH LLC469,285$103.1M0.27%2025-12-31
61FMR LLC447,260$98.3M0.25%2025-12-31
62Haverford Trust Co402,947$88.6M0.23%2025-12-31
63360 Financial, Inc.380,314$83.6M0.21%2025-12-31
64NewEdge Advisors, LLC356,184$78.3M0.20%2025-12-31
65Systematic Alpha Investments, LLC353,000$77.6M0.20%2025-12-31
66Sequoia Financial Advisors, LLC348,480$76.6M0.20%2025-12-31
67IEQ CAPITAL, LLC346,468$76.1M0.19%2025-12-31
68Hubbell Strickland Wealth Management, LLC344,235$75.7M0.19%2025-12-31
69Stokes Family Office, LLC342,887$75.4M0.19%2025-12-31
70Brookstone Capital Management329,974$72.5M0.19%2025-12-31
71Baltimore-Washington Financial Advisors, Inc.317,797$69.8M0.18%2025-12-31
72Perfromance Wealth Partners, LLC314,584$69.1M0.18%2025-12-31
73Paragon Capital Management Ltd308,695$67.8M0.17%2025-12-31
74Beacon Pointe Advisors, LLC304,599$66.9M0.17%2025-12-31
75Advisor OS, LLC294,138$64.6M0.16%2025-12-31
76MJP ASSOCIATES INC /ADV294,138$64.6M0.16%2025-12-31
77FRANKLIN RESOURCES INC293,631$64.5M0.16%2025-12-31
78Berkshire Money Management, Inc.283,087$62.2M0.16%2025-12-31
79PDS Planning, Inc277,806$61.1M0.16%2025-12-31
80Equitable Holdings, Inc.274,489$60.3M0.15%2025-12-31
81True Link Financial Advisors, LLC270,984$59.6M0.15%2025-12-31
82PLANNING ALTERNATIVES LTD /ADV267,563$58.8M0.15%2025-12-31
83Provenance Wealth Advisors, LLC265,824$58.4M0.15%2025-12-31
84Enclave Advisors LLC265,206$58.3M0.15%2025-12-31
85SUSQUEHANNA INTERNATIONAL GROUP, LLP250,900$55.1M0.14%2025-12-31
86Wealth Architects, LLC245,249$53.9M0.14%2025-12-31
87GLOBALT Investments LLC / GA240,847$52.9M0.13%2025-12-31
88New England Private Wealth Advisors LLC233,691$51.4M0.13%2025-12-31
89PNC Financial Services Group, Inc.232,917$51.2M0.13%2025-12-31
90Principle Wealth Partners LLC231,695$50.9M0.13%2025-12-31
91M&T Bank Corp1,183,224$50.6M0.68%2025-12-31
92Noble Family Wealth, LLC225,987$49.7M0.13%2025-12-31
93Avantax Planning Partners, Inc.225,257$49.5M0.12%2025-12-31
94Intellus Advisors LLC219,825$48.3M0.12%2025-12-31
95Pathstone Holdings, LLC212,965$46.8M0.12%2025-12-31
96CITIGROUP INC208,076$45.7M0.11%2025-12-31
97Capital Advisors Wealth Management, LLC206,552$45.4M0.11%2025-12-31
98RWA WEALTH PARTNERS, LLC204,916$45.0M0.11%2025-12-31
99E&G Advisors, LP201,209$44.2M0.11%2025-12-31
100ECLECTIC ASSOCIATES INC /ADV200,557$44.1M0.11%2025-12-31
101US BANCORP \DE\196,444$43.2M0.11%2025-12-31
102HOWARD FINANCIAL SERVICES, LTD.195,818$43.0M0.11%2025-12-31
103NORTHERN TRUST CORP194,524$42.8M0.11%2025-12-31
104Ballentine Partners, LLC192,042$42.2M0.11%2025-12-31
105Frazier Financial Advisors, LLC191,779$42.1M0.11%2025-12-31
106Aurdan Capital Management, LLC190,876$42.0M0.10%2025-12-31
107D.A. DAVIDSON & CO.190,165$41.8M0.10%2025-12-31
108Connecticut Wealth Management, LLC190,049$41.8M0.10%2025-12-31
109Prime Capital Investment Advisors, LLC188,762$41.5M0.10%2025-12-31
110TD Capital Management LLC188,120$41.3M0.10%2025-12-31
111Concurrent Investment Advisors, LLC184,374$40.5M0.10%2025-12-31
112EVOKE WEALTH, LLC179,740$39.5M0.10%2025-12-31
113RATIONAL ADVISORS, INC.178,338$39.2M0.10%2025-12-31
114BARON SILVER STEVENS FINANCIAL ADVISORS, LLC177,970$39.1M0.10%2025-12-31
115American Financial Advisors, LLC177,487$39.0M0.10%2025-12-31
116Florida Trust Wealth Management Co176,821$38.9M0.10%2025-12-31
117WEST PACES ADVISORS INC.175,966$38.7M0.10%2025-12-31
118Laurel Wealth Advisors LLC174,743$38.4M0.10%2025-12-31
119Clearstead Advisors, LLC174,624$38.4M0.10%2025-12-31
120Prodigy Asset Management LLC172,617$37.9M0.09%2025-12-31
121Crews Bank & Trust172,154$37.8M0.09%2025-12-31
122FIDELIS iM, LLC171,696$37.7M0.09%2025-12-31
123Vise Technologies, Inc.169,613$37.3M0.09%2025-12-31
124Arlington Trust Co LLC167,220$36.8M0.09%2025-12-31
125Diversified Trust Co164,879$36.2M0.09%2025-12-31
126INVESTMENT ADVISORY SERVICES INC /TX /ADV162,534$35.7M0.09%2025-12-31
127EP Wealth Advisors, LLC159,540$35.1M0.09%2025-12-31
128Allworth Financial LP159,395$35.0M0.09%2025-12-31
129Buska Wealth Management, LLC159,153$35.0M0.09%2025-12-31
130Cornerstone Advisory, LLC154,173$33.9M0.08%2025-12-31
131Valmark Advisers, Inc.153,038$33.6M0.08%2025-12-31
132Human Investing LLC152,555$33.5M0.08%2025-12-31
133Seneca Financial Advisors LLC147,661$32.5M0.08%2025-12-31
134Advisory Alpha, LLC147,445$32.4M0.08%2025-12-31
135FIRST MANHATTAN CO. LLC.147,330$32.4M0.08%2025-12-31
136AMG National Trust Bank145,397$32.0M0.08%2025-12-31
137Quantinno Capital Management LP144,180$31.7M0.08%2025-12-31
138STUDIO INVESTMENT MANAGEMENT LLC144,060$31.7M0.08%2025-12-31
139SAPIENT CAPITAL LLC141,986$31.4M0.08%2025-12-31
140Crane Advisory, LLC138,104$31.2M0.07%2025-12-31
141Farther Finance Advisors, LLC139,357$30.6M0.08%2025-12-31
142FOUNDERS FINANCIAL SECURITIES LLC139,256$30.6M0.08%2025-12-31
143Firestone Capital Management138,672$30.5M0.07%2025-12-31
144NOVEM GROUP138,519$30.4M0.07%2025-12-31
145SCOTIA CAPITAL INC.138,366$30.4M0.07%2025-12-31
146ProVise Management Group, LLC136,120$29.9M0.07%2025-12-31
147KilterHowling LLC135,572$29.8M0.07%2025-12-31
148Klaas Financial Asset Advisors, LLC134,157$29.5M0.07%2025-12-31
149AQR CAPITAL MANAGEMENT LLC133,414$29.3M0.07%2025-12-31
150CARY STREET PARTNERS FINANCIAL LLC132,830$29.2M0.07%2025-12-31
151BEACON INVESTMENT ADVISORY SERVICES, INC.128,253$28.2M0.07%2025-12-31
152Mesirow Financial Investment Management, Inc.127,782$28.1M0.07%2025-12-31
153Resonant Capital Advisors, LLC125,624$27.6M0.07%2025-12-31
154McCarthy Asset Management, Inc.124,158$27.3M0.07%2025-12-31
155Compton Wealth Advisory Group, LLC123,326$27.1M0.07%2025-12-31
156NORTHEAST INVESTMENT MANAGEMENT123,277$27.1M0.07%2025-12-31
157LODESTAR PRIVATE ASSET MANAGEMENT LLC122,393$26.9M0.07%2025-12-31
158AGF MANAGEMENT LTD121,651$26.7M0.07%2025-12-31
159NATIONAL BANK OF CANADA /FI/120,886$26.6M0.06%2025-12-31
160EverSource Wealth Advisors, LLC120,840$26.6M0.06%2025-12-31
161Mutual Advisors, LLC120,240$26.4M0.06%2025-12-31
162Stratos Wealth Partners, LTD.120,020$26.4M0.06%2025-12-31
163Carr Financial Group Corp119,953$26.4M0.06%2025-12-31
164Ariston Services Group117,216$25.8M0.06%2025-12-31
165Capital Advantage, Inc.116,970$25.7M0.06%2025-12-31
166Compass Financial Group, INC/SD116,071$25.5M0.06%2025-12-31
167Graves Light Lenhart Wealth, Inc.115,603$25.4M0.06%2025-12-31
168Goepper Burkhardt LLC115,252$25.3M0.06%2025-12-31
169MONTAG A & ASSOCIATES INC115,251$25.3M0.06%2025-12-31
170Americana Partners, LLC114,868$25.2M0.06%2025-12-31
171Wharton Business Group, LLC113,988$25.1M0.06%2025-12-31
172GEN Financial Management, INC.113,422$24.9M0.06%2025-12-31
173Prepared Retirement Institute LLC113,216$24.9M0.06%2025-12-31
174Wealthcare Advisory Partners LLC111,977$24.6M0.06%2025-12-31
175Cascades Capital Asset Management, LLC111,622$24.5M0.06%2025-12-31
176PFG Advisors111,271$24.5M0.06%2025-12-31
177STEPHENS INC /AR/110,610$24.3M0.06%2025-12-31
178Horizon Investments, LLC110,461$24.3M0.06%2025-12-31
179Retirement Planning Group, LLC110,135$24.2M0.06%2025-12-31
180SCS Capital Management LLC109,931$24.2M0.06%2025-12-31
181NewEdge Wealth, LLC109,754$24.1M0.06%2025-12-31
182SouthState Corp108,855$23.9M0.06%2025-12-31
183IFP Advisors, Inc105,979$23.3M0.06%2025-12-31
184Focus Financial Network, Inc.105,749$23.2M0.06%2025-12-31
185Allen Investment Management, LLC105,610$23.2M0.06%2025-12-31
186SimpliFi, Inc.104,848$23.0M0.06%2025-12-31
187Carnegie Investment Counsel104,022$22.9M0.05%2025-12-31
188Family CFO Inc103,759$22.8M0.05%2025-12-31
189COLDSTREAM CAPITAL MANAGEMENT INC103,470$22.7M0.05%2025-12-31
190BURNS J W & CO INC/NY103,214$22.7M0.05%2025-12-31
191Integrated Advisors Network LLC103,146$22.7M0.05%2025-12-31
192Lido Advisors, LLC103,704$22.5M0.05%2025-12-31
193Fusion Capital, LLC102,197$22.5M0.05%2025-12-31
194Clarity Wealth Advisors, LLC101,764$22.4M0.05%2025-12-31
195OneDigital Investment Advisors LLC101,713$22.4M0.05%2025-12-31
196Western Wealth Management, LLC101,623$22.3M0.05%2025-12-31
197Snowden Capital Advisors LLC101,142$22.2M0.05%2025-12-31
198SBI Securities Co., Ltd.101,105$22.2M0.05%2025-12-31
199JT Stratford LLC100,677$22.1M0.05%2025-12-31
200Jackson, Grant Investment Advisers, Inc.100,388$22.1M0.05%2025-12-31
201Evergreen Wealth Solutions, LLC100,281$22.0M0.05%2025-12-31
202Flywheel Private Wealth LLC99,543$21.9M0.05%2025-12-31
203ROMANO BROTHERS AND COMPANY99,388$21.8M0.05%2025-12-31
204Associated Banc-Corp97,982$21.5M0.05%2025-12-31
205AMARA FINANCIAL, LLC.97,959$21.5M0.05%2025-12-31
206Mittelman Wealth Management97,957$21.5M0.05%2025-12-31
207Roof Eidam Maycock Peralta, LLC97,721$21.5M0.05%2025-12-31
208Kingsview Wealth Management, LLC96,734$21.3M0.05%2025-12-31
209Snider Financial Group96,663$21.2M0.05%2025-12-31
210JNBA Financial Advisors96,219$21.1M0.05%2025-12-31
211Mirae Asset Global Investments Co., Ltd.96,040$21.1M0.05%2025-12-31
212Cornerstone Wealth Management, LLC96,027$21.1M0.05%2025-12-31
213Tradition Wealth Management, LLC95,786$21.1M0.05%2025-12-31
214Addison Advisors LLC95,627$21.0M0.05%2025-12-31
215Juno Financial Group LLC94,835$20.8M0.05%2025-12-31
216Family Management Corp93,741$20.6M0.05%2025-12-31
217CreativeOne Wealth, LLC92,684$20.4M0.05%2025-12-31
218BlackRock, Inc.92,552$20.3M0.05%2025-12-31
219Gladstone Institutional Advisory LLC91,609$20.1M0.05%2025-12-31
220Wheelhouse Advisory Group LLC90,847$20.1M0.05%2025-12-31
221BIP Wealth, LLC91,329$20.1M0.05%2025-12-31
222Annex Advisory Services, LLC91,233$20.1M0.05%2025-12-31
223KINGSWOOD WEALTH ADVISORS, LLC91,128$20.0M0.05%2025-12-31
224Raub Brock Capital Management LP90,382$19.9M0.05%2025-12-31
225Aprio Wealth Management, LLC1,352$19.9M0.00%2025-12-31
226FAS Wealth Partners, Inc.89,981$19.8M0.05%2025-12-31
227Coastline Complete Wealth LLC88,538$19.5M0.05%2025-12-31
228Wingate Wealth Advisors, Inc.88,444$19.4M0.05%2025-12-31
229Whitegate Investment Counselors, Inc.88,363$19.4M0.05%2025-12-31
230SMITH, MOORE & CO.87,953$19.3M0.05%2025-12-31
231FORBES J M & CO LLP87,865$19.3M0.05%2025-12-31
232Sound View Wealth Advisors Group, LLC87,863$19.3M0.05%2025-12-31
233FLAGSHIP HARBOR ADVISORS, LLC87,657$19.3M0.05%2025-12-31
234Hapanowicz & Associates Financial Services, Inc86,592$19.0M0.04%2025-12-31
235CM WEALTH ADVISORS LLC86,318$19.0M0.04%2025-12-31
236HBK Sorce Advisory LLC81,450$18.7M0.04%2025-12-31
237ROTHSCHILD INVESTMENT LLC84,297$18.5M0.04%2025-12-31
238CITIZENS FINANCIAL GROUP INC/RI84,060$18.5M0.04%2025-12-31
239CAHILL FINANCIAL ADVISORS INC83,148$18.3M0.04%2025-12-31
240GREAT VALLEY ADVISOR GROUP, INC.83,105$18.3M0.04%2025-12-31
241Gotham Asset Management, LLC82,792$18.2M0.04%2025-12-31
242HANOVER ADVISORS INC82,731$18.2M0.04%2025-12-31
243CITADEL ADVISORS LLC82,600$18.2M0.04%2025-12-31
244AXXCESS WEALTH MANAGEMENT, LLC82,357$18.1M0.04%2025-12-31
245Nikulski Financial, Inc.81,954$18.0M0.04%2025-12-31
246Reality Financial Planning Services, LLC80,375$17.7M0.04%2025-12-31
247CRA Financial Services, LLC80,169$17.6M0.04%2025-12-31
248Onyx Bridge Wealth Group LLC79,677$17.5M0.04%2025-12-31
249KITCHING PARTNERS, LLC79,571$17.5M0.04%2025-12-31
250Aptus Capital Advisors, LLC79,433$17.5M0.04%2025-12-31
251Asset Management Group, Inc.78,307$17.2M0.04%2025-12-31
252Councilmark Asset Management, LLC78,040$17.2M0.04%2025-12-31
253D.B. Root & Company, LLC77,878$17.1M0.04%2025-12-31
254Martel Wealth Advisors Inc77,767$17.1M0.04%2025-12-31
255UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC76,969$16.9M0.04%2025-12-31
256UNITED CAPITAL FINANCIAL ADVISORS, LLC76,577$16.8M0.04%2025-12-31
257High Net Worth Advisory Group LLC76,214$16.8M0.04%2025-12-31
258Journey Advisory Group, LLC76,009$16.7M0.04%2025-12-31
259CENTRAL TRUST Co75,989$16.7M0.04%2025-12-31
260Circle Wealth Management, LLC75,877$16.7M0.04%2025-12-31
261HHM Wealth Advisors, LLC75,870$16.7M0.04%2025-12-31
262Visionary Wealth Advisors75,712$16.6M0.04%2025-12-31
263ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/75,524$16.6M0.04%2025-12-31
264J.W. COLE ADVISORS, INC.98,156$16.6M0.05%2025-12-31
265Miracle Mile Advisors, LLC75,029$16.5M0.04%2025-12-31
266Merit Financial Group, LLC75,018$16.5M0.04%2025-12-31
267MOTIVE WEALTH ADVISORS74,567$16.4M0.04%2025-12-31
268KESTRA PRIVATE WEALTH SERVICES, LLC74,429$16.4M0.04%2025-12-31
269Accretive Wealth Partners, LLC73,591$16.2M0.04%2025-12-31
270Kraft, Davis & Associates, LLC71,669$16.1M0.04%2025-12-31
271Focus Partners Advisor Solutions, LLC73,101$16.1M0.04%2025-12-31
272JANE STREET GROUP, LLC73,000$16.0M0.04%2025-12-31
273Apollon Financial, LLC72,745$16.0M0.04%2025-12-31
274AlphaCore Capital LLC72,552$15.9M0.04%2025-12-31
275COZAD ASSET MANAGEMENT INC71,813$15.8M0.04%2025-12-31
276WASHINGTON TRUST Co71,758$15.8M0.04%2025-12-31
277Aspen Grove Capital, LLC71,710$15.8M0.04%2025-12-31
278Marble Wealth, LLC71,525$15.7M0.04%2025-12-31
279TD Waterhouse Canada Inc.71,273$15.7M0.04%2025-12-31
280HM PAYSON & CO71,189$15.6M0.04%2025-12-31
281SYON CAPITAL LLC71,113$15.6M0.04%2025-12-31
282Family Investment Center, Inc.70,775$15.6M0.04%2025-12-31
283Global Retirement Partners, LLC69,878$15.4M0.04%2025-12-31
284COMERICA BANK69,497$15.3M0.04%2025-12-31
285INTEGRAL INVESTMENT ADVISORS, INC.69,213$15.2M0.03%2025-12-31
286Strategies Wealth Advisors, LLC68,769$15.1M0.03%2025-12-31
287Tyche Wealth Partners LLC68,651$15.1M0.03%2025-12-31
288Ancora Advisors LLC68,537$15.1M0.03%2025-12-31
289Advisory Services Network, LLC68,430$15.0M0.03%2025-12-31
290PLANNING DIRECTIONS INC68,060$15.0M0.03%2025-12-31
291FRG Family Wealth Advisors LLC67,844$14.9M0.03%2025-12-31
292MONETA GROUP INVESTMENT ADVISORS LLC67,000$14.7M0.03%2025-12-31
293Dakota Wealth Management66,712$14.7M0.03%2025-12-31
294Vestmark Advisory Solutions, Inc.66,041$14.5M0.03%2025-12-31
295Evergreen Wealth Management, LLC66,018$14.5M0.03%2025-12-31
296Pinnacle Financial Partners, Inc.65,930$14.5M0.03%2025-12-31
297MGO ONE SEVEN LLC65,640$14.4M0.03%2025-12-31
298PETTYJOHN, WOOD & WHITE, INC65,361$14.4M0.03%2025-12-31
299Perigon Wealth Management, LLC64,678$14.2M0.03%2025-12-31
300FIRST NATIONAL BANK OF OMAHA64,108$14.2M0.03%2025-12-31
301Oak Harvest Investment Services64,243$14.1M0.03%2025-12-31
302MISSION WEALTH MANAGEMENT, LP64,200$14.1M0.03%2025-12-31
303JFS WEALTH ADVISORS, LLC63,725$14.0M0.03%2025-12-31
304EVERGREEN CAPITAL MANAGEMENT LLC63,619$14.0M0.03%2025-12-31
305FULTON BREAKEFIELD BROENNIMAN LLC63,584$14.0M0.03%2025-12-31
306WHITTIER TRUST CO62,078$13.9M0.03%2025-12-31
307Meridian Wealth Advisors, LLC62,806$13.8M0.03%2025-12-31
308M3 Advisory Group, LLC62,762$13.8M0.03%2025-12-31
309SPIREPOINT PRIVATE CLIENT, LLC62,502$13.7M0.03%2025-12-31
310Trek Financial, LLC62,389$13.7M0.03%2025-12-31
311CONQUIS FINANCIAL LLC62,081$13.6M0.03%2025-12-31
312Apella Capital, LLC61,809$13.6M0.03%2025-12-31
313Destiny Wealth Partners, LLC60,352$13.6M0.03%2025-12-31
314Global Wealth Strategies & Associates61,608$13.5M0.03%2025-12-31
315Allred Capital Management, LLC60,947$13.4M0.03%2025-12-31
316Garde Capital, Inc.60,904$13.4M0.03%2025-12-31
317DDFG, Inc60,559$13.3M0.03%2025-12-31
318Drucker Wealth 3.0, LLC60,495$13.3M0.03%2025-12-31
319BRADLEY FOSTER & SARGENT INC/CT60,291$13.3M0.03%2025-12-31
320WEBSTERROGERS FINANCIAL ADVISORS, LLC59,498$13.1M0.03%2025-12-31
321SWAN Capital LLC59,439$13.1M0.03%2025-12-31
322PETERSON WEALTH MANAGEMENT60,361$13.0M0.03%2025-12-31
323Bryn Mawr Trust Advisors, LLC59,036$13.0M0.03%2025-12-31
324CHATHAM CAPITAL GROUP, INC.58,915$12.9M0.03%2025-12-31
325HARBOUR INVESTMENTS, INC.58,766$12.9M0.03%2025-12-31
326Wealth Analytics Partners, LLC58,639$12.9M0.03%2025-12-31
327Regal Investment Advisors LLC58,526$12.9M0.03%2025-12-31
328PECAUT & CO.58,437$12.8M0.03%2025-12-31
329LS Investment Advisors, LLC58,395$12.8M0.03%2025-12-31
330CIBC Private Wealth Group LLC58,360$12.8M0.03%2025-12-31
331PATRIOT INVESTMENT MANAGEMENT GROUP, INC.58,334$12.8M0.03%2025-12-31
332ALBION FINANCIAL GROUP /UT58,017$12.8M0.03%2025-12-31
333Wealthspire Advisors, LLC57,747$12.7M0.03%2025-12-31
334LEAVELL INVESTMENT MANAGEMENT, INC.57,515$12.6M0.03%2025-12-31
335Capital Investment Advisors, LLC57,500$12.6M0.03%2025-12-31
336WHITTIER TRUST CO OF NEVADA INC55,623$12.5M0.03%2025-12-31
337SIGNATURE ESTATE & INVESTMENT ADVISORS LLC56,683$12.5M0.03%2025-12-31
338BENJAMIN EDWARDS INC56,640$12.4M0.03%2025-12-31
339JOHNSON INVESTMENT COUNSEL INC56,459$12.4M0.03%2025-12-31
340FLPUTNAM INVESTMENT MANAGEMENT CO56,445$12.4M0.03%2025-12-31
341Arkadios Wealth Advisors55,575$12.2M0.03%2025-12-31
342OLD NATIONAL BANCORP /IN/55,449$12.2M0.03%2025-12-31
343Parallel Advisors, LLC55,171$12.1M0.03%2025-12-31
344Advisors Preferred, LLC54,719$12.1M0.03%2025-12-31
345WealthShield Partners, LLC54,835$12.1M0.03%2025-12-31
346Essex Financial Services, Inc.54,790$12.0M0.03%2025-12-31
347CWS Financial Advisors, LLC54,630$12.0M0.03%2025-12-31
348Arax Advisory Partners54,284$11.9M0.03%2025-12-31
349Stratos Wealth Advisors, LLC54,063$11.9M0.03%2025-12-31
350Western Pacific Wealth Management, LP53,560$11.8M0.03%2025-12-31
351INTEGRITY ALLIANCE, LLC.53,531$11.8M0.03%2025-12-31
352Global Wealth Management, LLC53,102$11.7M0.03%2025-12-31
353HENGEHOLD CAPITAL MANAGEMENT LLC53,039$11.7M0.03%2025-12-31
354DAGCO, INC.52,810$11.6M0.03%2025-12-31
355Safir Wealth Advisors, LLC52,733$11.6M0.03%2025-12-31
356VPR Management LLC52,630$11.6M0.03%2025-12-31
357White Lighthouse Investment Management Inc.52,596$11.6M0.03%2025-12-31
358San Luis Wealth Advisors LLC52,480$11.5M0.03%2025-12-31
359Ameritas Advisory Services, LLC52,379$11.5M0.03%2025-12-31
360Sherman Wealth Management LLC51,649$11.4M0.02%2025-12-31
361Curran Financial Partners, LLC51,568$11.3M0.02%2025-12-31
362BROWN BROTHERS HARRIMAN & CO51,533$11.3M0.02%2025-12-31
363Main Street Financial Solutions, LLC51,419$11.3M0.02%2025-12-31
364NorthRock Partners, LLC51,399$11.3M0.02%2025-12-31
365CVA Family Office, LLC51,364$11.3M0.02%2025-12-31
366SPRENG CAPITAL MANAGEMENT, INC.51,205$11.3M0.02%2025-12-31
367Bigelow Investment Advisors, LLC51,034$11.2M0.02%2025-12-31
368Kovack Advisors, Inc.50,912$11.2M0.02%2025-12-31
369Choate Investment Advisors50,559$11.1M0.02%2025-12-31
370TRANSCEND CAPITAL ADVISORS, LLC50,442$11.1M0.02%2025-12-31
371Security Financial Services, INC.50,218$11.0M0.02%2025-12-31
372Crestwood Advisors Group, LLC50,103$11.0M0.02%2025-12-31
373RIVER'S EDGE WEALTH MANAGEMENT, LLC48,446$11.0M0.02%2025-12-31
374Savant Capital, LLC49,701$10.9M0.02%2025-12-31
375FINANCIAL ADVISORY PARTNERS, LLC49,557$10.9M0.02%2025-12-31
376Forvis Mazars Wealth Advisors, LLC49,438$10.9M0.02%2025-12-31
377Blackston Financial Advisory Group, LLC49,946$10.8M0.02%2025-12-31
378Modern Wealth Management, LLC48,973$10.8M0.02%2025-12-31
379Thomasville National Bank48,645$10.7M0.02%2025-12-31
380Macco Financial Group, Inc.48,408$10.6M0.02%2025-12-31
381Cerro Pacific Wealth Advisors LLC47,784$10.5M0.02%2025-12-31
382GreatBanc Trust CO47,649$10.5M0.02%2025-12-31
383Keystone Financial Group, Inc.47,539$10.4M0.02%2025-12-31
384WIMMER ASSOCIATES 1, LLC47,537$10.4M0.02%2025-12-31
385Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors47,287$10.4M0.02%2025-12-31
386Venture Visionary Partners LLC47,233$10.4M0.02%2025-12-31
387Aberdeen Wealth Management LLC47,213$10.4M0.02%2025-12-31
388MYCIO WEALTH PARTNERS, LLC47,184$10.4M0.02%2025-12-31
389Curi Capital, LLC47,124$10.4M0.02%2025-12-31
390CASTLEKEEP INVESTMENT ADVISORS LLC47,101$10.4M0.02%2025-12-31
391White Wing Wealth Management46,962$10.3M0.02%2025-12-31
392Jefferies Financial Group Inc.46,945$10.3M0.02%2025-12-31
393IFG Advisory, LLC46,891$10.3M0.02%2025-12-31
394Sandbox Financial Partners, LLC46,875$10.3M0.02%2025-12-31
395Prospera Financial Services Inc46,838$10.3M0.02%2025-12-31
396Prentice Wealth Management LLC46,562$10.2M0.02%2025-12-31
397DONALDSON CAPITAL MANAGEMENT, LLC46,521$10.2M0.02%2025-12-31
398FIDELITY D & D BANCORP INC46,397$10.2M0.02%2025-12-31
399AE Wealth Management LLC46,070$10.1M0.02%2025-12-31
400LAUREL OAK WEALTH MANAGEMENT, LLC45,884$10.1M0.02%2025-12-31
401Financial Perspectives, Inc45,674$10.0M0.02%2025-12-31
402Gilliland Jeter Wealth Management LLC45,581$10.0M0.02%2025-12-31
403SAX WEALTH ADVISORS, LLC45,298$10.0M0.02%2025-12-31
404StoneX Group Inc.45,171$9.9M0.02%2025-12-31
405O'SHAUGHNESSY ASSET MANAGEMENT, LLC44,973$9.9M0.02%2025-12-31
406TWIN FOCUS CAPITAL PARTNERS, LLC44,966$9.9M0.02%2025-12-31
407Koshinski Asset Management, Inc.44,919$9.9M0.02%2025-12-31
408Financial Planning Hawaii, Inc.44,592$9.8M0.02%2025-12-31
409GW HENSSLER & ASSOCIATES LTD44,375$9.8M0.02%2025-12-31
410Souders Financial Advisors44,230$9.7M0.02%2025-12-31
411OPPENHEIMER & CO INC44,054$9.7M0.02%2025-12-31
412Tide Cove Capital Partners LLC41,967$9.6M0.02%2025-12-31
413PMG Wealth Management, Inc.43,862$9.6M0.02%2025-12-31
414WOODMONT INVESTMENT COUNSEL LLC43,849$9.6M0.02%2025-12-31
415Northstar Group, Inc.43,752$9.6M0.02%2025-12-31
416North Star Investment Management Corp.43,707$9.6M0.02%2025-12-31
417WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV43,504$9.6M0.02%2025-12-31
418INTEGRATED CAPITAL MANAGEMENT, INC.43,297$9.5M0.02%2025-12-31
419Sigma Planning Corp43,207$9.5M0.02%2025-12-31
420180 WEALTH ADVISORS, LLC43,189$9.5M0.02%2025-12-31
421City State Bank43,088$9.5M0.02%2025-12-31
422Plotkin Financial Advisors, LLC42,868$9.4M0.02%2025-12-31
423Compass Ion Advisors, LLC42,648$9.4M0.02%2025-12-31
424Heritage Wealth Advisors42,605$9.4M0.02%2025-12-31
425World Investment Advisors72,999$9.4M0.04%2025-12-31
426Cascade Financial Partners, LLC42,550$9.4M0.02%2025-12-31
427Orion Capital Management LLC42,410$9.3M0.02%2025-12-31
428FORMULATE FINANCIAL LLC42,252$9.3M0.02%2025-12-31
429TRUST CO OF VERMONT42,213$9.3M0.02%2025-12-31
430LEVEL FOUR ADVISORY SERVICES, LLC42,107$9.3M0.02%2025-12-31
431Cascade Wealth Advisors, Inc41,293$9.2M0.02%2025-12-31
432B. Riley Wealth Advisors, Inc.42,065$9.2M0.02%2025-12-31
433Brio Consultants, LLC42,046$9.2M0.02%2025-12-31
434Pathway Financial Advisors LLC40,992$9.2M0.02%2025-12-31
435Chicago Partners Investment Group LLC40,989$9.1M0.02%2025-12-31
436Moors & Cabot, Inc.41,459$9.1M0.02%2025-12-31