CUSIP 921935870
VANGUARD WELLINGTON FD
258 institutions · $763.0M total · 7,573,661 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 1,313,515 | $133.4M | 17.34% | 2025-12-31 |
| 2 | Wescott Financial Advisory Group, LLC | 668,567 | $67.9M | 8.82% | 2025-12-31 |
| 3 | Gleason Group, Inc. | 283,444 | $28.8M | 3.74% | 2025-12-31 |
| 4 | TIAA TRUST, NATIONAL ASSOCIATION | 281,168 | $28.6M | 3.71% | 2025-12-31 |
| 5 | Karpus Management, Inc. | 262,800 | $26.7M | 3.46% | 2025-12-31 |
| 6 | RAYMOND JAMES FINANCIAL INC | 213,781 | $21.7M | 2.82% | 2025-12-31 |
| 7 | BANK OF AMERICA CORP /DE/ | 193,853 | $19.7M | 2.55% | 2025-12-31 |
| 8 | SEEDS INVESTOR LLC | 189,558 | $19.3M | 2.50% | 2025-12-31 |
| 9 | Bedel Financial Consulting, Inc. | 164,779 | $16.7M | 2.17% | 2025-12-31 |
| 10 | Corient Private Wealth LLC | 152,392 | $15.5M | 2.01% | 2025-12-31 |
| 11 | Cetera Investment Advisers | 116,241 | $11.8M | 1.53% | 2025-12-31 |
| 12 | WELLS FARGO & COMPANY/MN | 110,673 | $11.2M | 1.46% | 2025-12-31 |
| 13 | Savant Capital, LLC | 106,331 | $10.8M | 1.40% | 2025-12-31 |
| 14 | Beaird Harris Wealth Management, LLC | 101,454 | $10.3M | 1.33% | 2025-12-31 |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 97,868 | $10.0M | 1.29% | 2025-12-31 |
| 16 | Stonebridge Capital Advisors LLC | 91,915 | $9.3M | 1.21% | 2025-12-31 |
| 17 | Berkshire Bank | 90,511 | $9.2M | 1.19% | 2025-12-31 |
| 18 | JANE STREET GROUP, LLC | 90,085 | $9.1M | 1.18% | 2025-06-30 |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 87,640 | $8.9M | 1.15% | 2025-12-31 |
| 20 | Beacon Pointe Advisors, LLC | 85,411 | $8.7M | 1.12% | 2025-12-31 |
| 21 | TRUIST FINANCIAL CORP | 81,233 | $8.3M | 1.07% | 2025-12-31 |
| 22 | GOLDMAN SACHS GROUP INC | 77,581 | $7.9M | 1.02% | 2025-12-31 |
| 23 | Capital Investment Services of America, Inc. | 76,420 | $7.8M | 1.00% | 2025-12-31 |
| 24 | Hughes Financial Services, LLC | 72,147 | $7.3M | 0.95% | 2025-12-31 |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 70,418 | $7.2M | 0.92% | 2025-12-31 |
| 26 | JONES FINANCIAL COMPANIES LLLP | 67,154 | $6.8M | 0.88% | 2025-12-31 |
| 27 | Firestone Capital Management | 54,692 | $5.6M | 0.72% | 2025-12-31 |
| 28 | LPL Financial LLC | 52,133 | $5.3M | 0.68% | 2025-12-31 |
| 29 | Topsail Wealth Management, LLC | 51,105 | $5.2M | 0.67% | 2025-12-31 |
| 30 | Apella Capital, LLC | 50,462 | $5.1M | 0.66% | 2025-12-31 |
| 31 | MGO Private Wealth, LLC | 49,226 | $5.0M | 0.64% | 2025-12-31 |
| 32 | ECLECTIC ASSOCIATES INC /ADV | 48,974 | $5.0M | 0.64% | 2025-12-31 |
| 33 | Ashton Thomas Private Wealth, LLC | 46,449 | $4.7M | 0.61% | 2025-12-31 |
| 34 | Altiora Financial Group, LLC | 44,151 | $4.5M | 0.58% | 2025-12-31 |
| 35 | Dakota Wealth Management | 44,079 | $4.5M | 0.58% | 2025-12-31 |
| 36 | MAYPORT, LLC | 41,337 | $4.2M | 0.54% | 2025-12-31 |
| 37 | IF Advisors, LLC | 40,000 | $4.1M | 0.52% | 2025-12-31 |
| 38 | TCI Wealth Advisors, Inc. | 39,649 | $4.0M | 0.52% | 2025-12-31 |
| 39 | UBS Group AG | 39,372 | $4.0M | 0.51% | 2025-12-31 |
| 40 | OSAIC HOLDINGS, INC. | 39,181 | $4.0M | 0.51% | 2025-12-31 |
| 41 | Focus Partners Advisor Solutions, LLC | 37,212 | $3.8M | 0.49% | 2025-09-30 |
| 42 | Private Advisor Group, LLC | 36,036 | $3.7M | 0.47% | 2025-12-31 |
| 43 | Financial Engines Advisors L.L.C. | 33,344 | $3.4M | 0.44% | 2025-12-31 |
| 44 | Haven Private, LLC | 32,724 | $3.3M | 0.43% | 2025-12-31 |
| 45 | Sterling Financial Planning, Inc. | 31,810 | $3.2M | 0.42% | 2025-12-31 |
| 46 | GENESIS PRIVATE WEALTH, LLC | 30,810 | $3.1M | 0.40% | 2025-12-31 |
| 47 | BlueChip Wealth Advisors LLC | 30,426 | $3.1M | 0.40% | 2025-12-31 |
| 48 | GenTrust, LLC | 28,463 | $2.9M | 0.37% | 2025-12-31 |
| 49 | STIFEL FINANCIAL CORP | 27,776 | $2.8M | 0.36% | 2025-12-31 |
| 50 | Aspire Private Capital, LLC | 27,562 | $2.8M | 0.36% | 2025-12-31 |
| 51 | MORGAN STANLEY | 26,926 | $2.7M | 0.35% | 2025-12-31 |
| 52 | S.A. Mason LLC | 26,606 | $2.7M | 0.35% | 2025-12-31 |
| 53 | Burton Enright Welch | 25,989 | $2.6M | 0.34% | 2025-12-31 |
| 54 | Evanson Asset Management, LLC | 25,468 | $2.6M | 0.33% | 2025-12-31 |
| 55 | Haverford Trust Co | 24,550 | $2.5M | 0.32% | 2025-12-31 |
| 56 | Clearstead Advisors, LLC | 24,180 | $2.5M | 0.31% | 2025-12-31 |
| 57 | BROWN WEALTH MANAGEMENT, LLC | 23,310 | $2.4M | 0.30% | 2025-12-31 |
| 58 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,195 | $2.4M | 0.30% | 2025-12-31 |
| 59 | Atria Investments, Inc | 21,985 | $2.2M | 0.29% | 2025-12-31 |
| 60 | Frankly Finances, LLC | 21,268 | $2.2M | 0.28% | 2025-12-31 |
| 61 | Royal Bank of Canada | 21,082 | $2.1M | 0.27% | 2025-12-31 |
| 62 | JACOBSON & SCHMITT ADVISORS, LLC | 20,767 | $2.1M | 0.27% | 2025-12-31 |
| 63 | HB Wealth Management, LLC | 20,341 | $2.1M | 0.26% | 2025-12-31 |
| 64 | Eaton-Cambridge Inc. | 20,104 | $2.0M | 0.26% | 2025-12-31 |
| 65 | Diversified Portfolios, Inc. | 19,904 | $2.0M | 0.26% | 2025-12-31 |
| 66 | DAYMARK WEALTH PARTNERS, LLC | 19,259 | $2.0M | 0.25% | 2025-12-31 |
| 67 | Allodium Investment Consultants, LLC | 19,036 | $1.9M | 0.25% | 2025-12-31 |
| 68 | Elequin Capital, LP | 18,697 | $1.9M | 0.24% | 2025-09-30 |
| 69 | Passive Capital Management, LLC. | 18,639 | $1.9M | 0.24% | 2025-12-31 |
| 70 | CITADEL ADVISORS LLC | 18,399 | $1.9M | 0.24% | 2025-12-31 |
| 71 | Choate Investment Advisors | 17,815 | $1.8M | 0.23% | 2025-12-31 |
| 72 | Modern Wealth Management, LLC | 17,468 | $1.8M | 0.23% | 2025-12-31 |
| 73 | Whitegate Investment Counselors, Inc. | 17,380 | $1.8M | 0.22% | 2025-12-31 |
| 74 | Avior Wealth Management, LLC | 16,935 | $1.7M | 0.22% | 2025-12-31 |
| 75 | Farther Finance Advisors, LLC | 16,296 | $1.7M | 0.21% | 2025-12-31 |
| 76 | BROWN ADVISORY INC | 16,146 | $1.6M | 0.21% | 2025-12-31 |
| 77 | EverSource Wealth Advisors, LLC | 15,728 | $1.6M | 0.20% | 2025-12-31 |
| 78 | San Luis Wealth Advisors LLC | 15,548 | $1.6M | 0.20% | 2025-09-30 |
| 79 | Kathleen S. Wright Associates Inc. | 15,160 | $1.5M | 0.20% | 2025-09-30 |
| 80 | NewEdge Advisors, LLC | 15,010 | $1.5M | 0.19% | 2025-12-31 |
| 81 | Single Point Partners, LLC | 14,537 | $1.5M | 0.19% | 2025-12-31 |
| 82 | Laurel Wealth Advisors LLC | 14,483 | $1.5M | 0.19% | 2025-12-31 |
| 83 | CARDIFF PARK ADVISORS, LLC | 14,115 | $1.4M | 0.18% | 2025-12-31 |
| 84 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 13,965 | $1.4M | 0.18% | 2025-12-31 |
| 85 | Pathstone Holdings, LLC | 13,940 | $1.4M | 0.18% | 2025-12-31 |
| 86 | Arax Advisory Partners | 13,925 | $1.4M | 0.18% | 2025-12-31 |
| 87 | OneDigital Investment Advisors LLC | 13,916 | $1.4M | 0.18% | 2025-12-31 |
| 88 | Integrity Investment Advisors, LLC | 13,785 | $1.4M | 0.18% | 2025-12-31 |
| 89 | BURNEY CO/ | 12,251 | $1.2M | 0.16% | 2025-12-31 |
| 90 | SwitchPoint Financial Planning, LLC | 11,850 | $1.2M | 0.15% | 2025-12-31 |
| 91 | FLAGSHIP HARBOR ADVISORS, LLC | 11,156 | $1.1M | 0.14% | 2025-12-31 |
| 92 | Ballast Rock Private Wealth LLC | 10,969 | $1.1M | 0.14% | 2025-12-31 |
| 93 | BLAIR WILLIAM & CO/IL | 10,854 | $1.1M | 0.14% | 2025-12-31 |
| 94 | Alhambra Investment Management LLC | 10,800 | $1.1M | 0.14% | 2025-12-31 |
| 95 | KING LUTHER CAPITAL MANAGEMENT CORP | 10,790 | $1.1M | 0.14% | 2025-12-31 |
| 96 | Sunesis Advisors, LLC | 10,674 | $1.1M | 0.14% | 2025-12-31 |
| 97 | Planning Center, Inc. | 10,664 | $1.1M | 0.14% | 2025-12-31 |
| 98 | TAGStone Capital, Inc. | 10,373 | $1.1M | 0.13% | 2025-12-31 |
| 99 | Tribridge Partners Financial LLC | 10,163 | $1.0M | 0.13% | 2025-12-31 |
| 100 | Pillar Financial Advisors, LLC | 9,698 | $985.1K | 0.12% | 2025-12-31 |
| 101 | Waverly Advisors, LLC | 9,543 | $969.3K | 0.12% | 2025-12-31 |
| 102 | Sentinus, LLC | 9,357 | $950.4K | 0.12% | 2025-12-31 |
| 103 | Bridgewealth Advisory Group, LLC | 9,182 | $932.7K | 0.12% | 2025-12-31 |
| 104 | Per Stirling Capital Management, LLC. | 9,108 | $925.1K | 0.12% | 2025-12-31 |
| 105 | Focus Partners Wealth | 8,971 | $911.3K | 0.11% | 2025-12-31 |
| 106 | Concurrent Investment Advisors, LLC | 8,760 | $889.8K | 0.11% | 2025-12-31 |
| 107 | Three Arch Wealth Management LLC | 8,636 | $877.3K | 0.11% | 2025-12-31 |
| 108 | Gutierrez Wealth Advisory, LLC | 8,307 | $843.8K | 0.10% | 2025-12-31 |
| 109 | Physician Wealth Solutions Inc. | 8,130 | $828.6K | 0.10% | 2025-09-30 |
| 110 | HEADINVEST, LLC | 7,934 | $805.9K | 0.10% | 2025-12-31 |
| 111 | Savvy Advisors, Inc. | 7,892 | $801.6K | 0.10% | 2025-12-31 |
| 112 | Quantinno Capital Management LP | 7,509 | $762.8K | 0.09% | 2025-12-31 |
| 113 | URS Advisory LLC | 7,480 | $759.8K | 0.09% | 2025-12-31 |
| 114 | Fortune Financial Advisors, LLC | 7,067 | $717.8K | 0.09% | 2025-12-31 |
| 115 | Rockbridge Investment Management, LCC | 7,062 | $717.3K | 0.09% | 2025-12-31 |
| 116 | RCS Financial Planning, LLC | 6,990 | $710.0K | 0.09% | 2025-12-31 |
| 117 | EnRich Financial Partners LLC | 6,881 | $699.0K | 0.09% | 2025-12-31 |
| 118 | Bridgewater Advisors Inc. | 6,797 | $693.3K | 0.08% | 2025-12-31 |
| 119 | Thrive Wealth Management, LLC | 6,741 | $684.7K | 0.08% | 2025-12-31 |
| 120 | Arbor Investment Advisors, LLC | 6,644 | $674.9K | 0.08% | 2025-12-31 |
| 121 | EAGLE ROCK INVESTMENT COMPANY, LLC | 6,622 | $672.6K | 0.08% | 2025-12-31 |
| 122 | VSM Wealth Advisory, LLC | 6,619 | $672.4K | 0.08% | 2025-12-31 |
| 123 | MML INVESTORS SERVICES, LLC | 6,570 | $667.3K | 0.08% | 2025-12-31 |
| 124 | Cornerstone Financial Management LLC | 6,545 | $664.8K | 0.08% | 2025-12-31 |
| 125 | Integrity Wealth Solutions LLC | 6,459 | $656.1K | 0.08% | 2025-12-31 |
| 126 | PFG Private Wealth Management, LLC | 6,434 | $655.8K | 0.08% | 2025-09-30 |
| 127 | CREATIVE FINANCIAL DESIGNS INC /ADV | 6,266 | $636.5K | 0.08% | 2025-12-31 |
| 128 | Manuka Financial, LLC | 6,131 | $622.8K | 0.08% | 2025-12-31 |
| 129 | Directional Asset Management | 5,977 | $607.1K | 0.07% | 2025-12-31 |
| 130 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,874 | $596.7K | 0.07% | 2025-12-31 |
| 131 | First Heartland Consultants, Inc. | 5,569 | $565.7K | 0.07% | 2025-12-31 |
| 132 | XML Financial, LLC | 5,519 | $560.6K | 0.07% | 2025-12-31 |
| 133 | HighTower Advisors, LLC | 5,514 | $560.1K | 0.07% | 2025-12-31 |
| 134 | Crews Bank & Trust | 5,450 | $553.6K | 0.07% | 2025-12-31 |
| 135 | Stone Summit Wealth LLC | 5,351 | $543.5K | 0.07% | 2025-12-31 |
| 136 | Main Street Financial Solutions, LLC | 5,177 | $525.9K | 0.06% | 2025-12-31 |
| 137 | ASSET PLANNING CORPORATION | 5,154 | $525.4K | 0.06% | 2025-09-30 |
| 138 | Kestra Advisory Services, LLC | 5,172 | $525.3K | 0.06% | 2025-12-31 |
| 139 | L.K. Benson & Company, P.C. | 5,142 | $522.3K | 0.06% | 2025-12-31 |
| 140 | HARBOUR INVESTMENTS, INC. | 5,119 | $520.0K | 0.06% | 2025-12-31 |
| 141 | Quantum Financial Planning Services, Inc. | 5,079 | $515.9K | 0.06% | 2025-12-31 |
| 142 | Montis Financial, LLC | 5,063 | $514.3K | 0.06% | 2025-12-31 |
| 143 | Congress Park Capital LLC | 5,000 | $507.9K | 0.06% | 2025-12-31 |
| 144 | Piscataqua Savings Bank | 5,000 | $507.9K | 0.06% | 2025-12-31 |
| 145 | Lakewood Asset Management LLC | 4,932 | $502.7K | 0.06% | 2025-09-30 |
| 146 | Envestnet Portfolio Solutions, Inc. | 4,946 | $502.4K | 0.06% | 2025-12-31 |
| 147 | CoreCap Advisors, LLC | 4,801 | $487.7K | 0.06% | 2025-12-31 |
| 148 | HUB Investment Partners, LLC | 4,698 | $477.2K | 0.06% | 2025-12-31 |
| 149 | Oxbow Advisors, LLC | 4,667 | $474.1K | 0.06% | 2025-12-31 |
| 150 | Meridian Wealth Management, LLC | 4,600 | $467.2K | 0.06% | 2025-12-31 |
| 151 | Avidian Wealth Enterprises, LLC | 4,592 | $466.4K | 0.06% | 2025-12-31 |
| 152 | Eldridge Investment Advisors, Inc. | 4,499 | $457.0K | 0.05% | 2025-12-31 |
| 153 | Allworth Financial LP | 4,411 | $448.1K | 0.05% | 2025-12-31 |
| 154 | &PARTNERS | 4,390 | $445.9K | 0.05% | 2025-12-31 |
| 155 | Cerity Partners LLC | 4,362 | $443.0K | 0.05% | 2025-12-31 |
| 156 | Global Retirement Partners, LLC | 4,302 | $437.0K | 0.05% | 2025-12-31 |
| 157 | Symmetry Partners, LLC | 4,040 | $410.4K | 0.05% | 2025-12-31 |
| 158 | Elser Financial Planning, Inc | 3,945 | $400.7K | 0.05% | 2025-12-31 |
| 159 | Baird Financial Group, Inc. | 3,909 | $397.1K | 0.05% | 2025-12-31 |
| 160 | Sequoia Financial Advisors, LLC | 3,900 | $396.1K | 0.05% | 2025-12-31 |
| 161 | Equitable Holdings, Inc. | 3,850 | $391.1K | 0.05% | 2025-12-31 |
| 162 | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 3,812 | $387.2K | 0.05% | 2025-12-31 |
| 163 | Hurlow Wealth Management Group, Inc. | 3,741 | $380.0K | 0.04% | 2025-12-31 |
| 164 | CVA Family Office, LLC | 3,715 | $377.4K | 0.04% | 2025-12-31 |
| 165 | SNS Financial Group, LLC | 3,640 | $369.7K | 0.04% | 2025-12-31 |
| 166 | Summit Financial, LLC | 3,626 | $368.3K | 0.04% | 2025-12-31 |
| 167 | McIlrath & Eck, LLC | 3,591 | $364.8K | 0.04% | 2025-12-31 |
| 168 | ETF Portfolio Partners, Inc. | 3,490 | $354.5K | 0.04% | 2025-12-31 |
| 169 | Bristlecone Advisors, LLC | 3,476 | $354.3K | 0.04% | 2025-09-30 |
| 170 | Bryn Mawr Trust Advisors, LLC | 3,483 | $353.8K | 0.04% | 2025-12-31 |
| 171 | Valley Financial Group, Inc. | 3,399 | $345.3K | 0.04% | 2025-12-31 |
| 172 | Sanctuary Advisors, LLC | 3,393 | $344.7K | 0.04% | 2025-12-31 |
| 173 | SigFig Wealth Management, LLC | 3,357 | $341.0K | 0.04% | 2025-12-31 |
| 174 | SURIENCE PRIVATE WEALTH LLC | 3,352 | $340.5K | 0.04% | 2025-12-31 |
| 175 | Foundations Investment Advisors, LLC | 3,322 | $338.6K | 0.04% | 2025-09-30 |
| 176 | Trellis Wealth Advisors LLC | 3,279 | $333.1K | 0.04% | 2025-12-31 |
| 177 | Maia Wealth LLC | 3,229 | $327.5K | 0.04% | 2025-09-30 |
| 178 | BURLING WEALTH PARTNERS, LLC | 3,219 | $327.0K | 0.04% | 2025-12-31 |
| 179 | Garner Asset Management Corp | 3,200 | $325.0K | 0.04% | 2025-12-31 |
| 180 | Innova Wealth Partners | 3,150 | $321.1K | 0.04% | 2025-12-31 |
| 181 | MB Generational Wealth, LLC | 3,122 | $317.1K | 0.04% | 2025-12-31 |
| 182 | KESTRA PRIVATE WEALTH SERVICES, LLC | 3,092 | $314.0K | 0.04% | 2025-12-31 |
| 183 | Midwestern Financial, LLC /IA | 2,973 | $302.0K | 0.03% | 2025-12-31 |
| 184 | TCFG WEALTH MANAGEMENT, LLC | 2,956 | $300.3K | 0.03% | 2025-12-31 |
| 185 | High Net Worth Advisory Group LLC | 2,851 | $290.6K | 0.03% | 2025-09-30 |
| 186 | FIDUCIARY ADVISORS, INC. | 2,859 | $290.4K | 0.03% | 2025-12-31 |
| 187 | McNaughton Wealth Management, LLC | 2,845 | $289.0K | 0.03% | 2025-12-31 |
| 188 | Mariner, LLC | 2,784 | $282.8K | 0.03% | 2025-12-31 |
| 189 | Compass Advisory Group LLC | 2,717 | $276.0K | 0.03% | 2025-12-31 |
| 190 | Willis Johnson & Associates, Inc. | 2,658 | $270.0K | 0.03% | 2025-12-31 |
| 191 | MONETA GROUP INVESTMENT ADVISORS LLC | 2,655 | $269.7K | 0.03% | 2025-12-31 |
| 192 | Hilltop Holdings Inc. | 2,632 | $267.3K | 0.03% | 2025-12-31 |
| 193 | MFA Wealth Services | 2,592 | $264.1K | 0.03% | 2025-09-30 |
| 194 | Magnolia Private Wealth, LLC | 2,592 | $263.3K | 0.03% | 2025-12-31 |
| 195 | MCF Advisors LLC | 2,535 | $257.5K | 0.03% | 2025-12-31 |
| 196 | Essex Savings Bank | 2,490 | $252.9K | 0.03% | 2025-12-31 |
| 197 | Root Financial Partners, LLC | 2,485 | $252.4K | 0.03% | 2025-12-31 |
| 198 | Vise Technologies, Inc. | 2,485 | $252.4K | 0.03% | 2025-12-31 |
| 199 | May Hill Capital, LLC | 2,480 | $251.9K | 0.03% | 2025-12-31 |
| 200 | MassMutual Private Wealth & Trust, FSB | 2,467 | $250.6K | 0.03% | 2025-12-31 |
| 201 | North Star Investment Management Corp. | 2,460 | $249.9K | 0.03% | 2025-12-31 |
| 202 | Lodestone Wealth Management LLC | 2,450 | $248.9K | 0.03% | 2025-12-31 |
| 203 | Ritter Daniher Financial Advisory LLC / DE | 2,450 | $248.9K | 0.03% | 2025-12-31 |
| 204 | First Affirmative Financial Network | 2,402 | $244.8K | 0.03% | 2025-09-30 |
| 205 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 2,400 | $243.8K | 0.03% | 2025-12-31 |
| 206 | Fortis Group Advisors, LLC | 2,366 | $242.1K | 0.03% | 2025-12-31 |
| 207 | Retirement Planning Group, LLC | 2,377 | $241.4K | 0.03% | 2025-12-31 |
| 208 | PDS Planning, Inc | 2,374 | $241.1K | 0.03% | 2025-12-31 |
| 209 | CGN Advisors LLC | 2,349 | $238.6K | 0.03% | 2025-12-31 |
| 210 | Alesco Advisors LLC | 2,340 | $237.7K | 0.03% | 2025-12-31 |
| 211 | Essex Financial Services, Inc. | 2,340 | $237.7K | 0.03% | 2025-12-31 |
| 212 | Level Financial Advisors | 2,292 | $232.8K | 0.03% | 2025-12-31 |
| 213 | Financial Plan, Inc. | 2,275 | $231.1K | 0.03% | 2025-12-31 |
| 214 | Cornerstone Wealth Group, LLC | 2,249 | $228.4K | 0.02% | 2025-12-31 |
| 215 | Washington Trust Advisors, Inc. | 2,210 | $224.5K | 0.02% | 2025-12-31 |
| 216 | B. Riley Wealth Advisors, Inc. | 2,206 | $224.1K | 0.02% | 2025-12-31 |
| 217 | SeaCrest Wealth Management, LLC | 2,148 | $218.8K | 0.02% | 2025-12-31 |
| 218 | AVAII WEALTH MANAGEMENT, LLC | 2,059 | $209.8K | 0.02% | 2025-09-30 |
| 219 | Portland Financial Advisors Inc | 2,017 | $204.9K | 0.02% | 2025-12-31 |
| 220 | Life Planning Partners, Inc | 2,000 | $203.2K | 0.02% | 2025-12-31 |
| 221 | BOS Asset Management, LLC | 1,990 | $202.1K | 0.02% | 2025-12-31 |
| 222 | Core Wealth Advisors, Inc. | 1,979 | $201.0K | 0.02% | 2025-12-31 |
| 223 | JFS WEALTH ADVISORS, LLC | 1,976 | $200.7K | 0.02% | 2025-12-31 |
| 224 | Mason Investment Advisory Services, Inc. | 1,970 | $200.1K | 0.02% | 2025-12-31 |
| 225 | Wealth Enhancement Trust Services, Inc. | 1,970 | $200.1K | 0.02% | 2025-12-31 |
| 226 | ROTHSCHILD INVESTMENT LLC | 1,656 | $168.2K | 0.02% | 2025-12-31 |
| 227 | Graney & King, LLC | 1,570 | $159.5K | 0.02% | 2025-12-31 |
| 228 | JPMORGAN CHASE & CO | 1,522 | $154.6K | 0.02% | 2025-12-31 |
| 229 | Accredited Wealth Management, LLC | 516 | $146.3K | 0.00% | 2025-09-30 |
| 230 | CIBC Private Wealth Group LLC | 1,298 | $131.8K | 0.01% | 2025-12-31 |
| 231 | Principia Wealth Advisory, LLC | 941 | $95.9K | 0.01% | 2025-12-31 |
| 232 | Signature Equity Partners, LLC | 891 | $90.6K | 0.01% | 2025-12-31 |
| 233 | Financial Management Professionals, Inc. | 700 | $71.1K | 0.00% | 2025-12-31 |
| 234 | AMERICAN NATIONAL BANK & TRUST | 651 | $66.1K | 0.00% | 2025-12-31 |
| 235 | AE Wealth Management LLC | 586 | $59.5K | 0.00% | 2025-12-31 |
| 236 | Vermillion Wealth Management, Inc. | 537 | $54.6K | 0.00% | 2025-12-31 |
| 237 | EASTERN BANK | 500 | $50.8K | 0.00% | 2025-12-31 |
| 238 | Gould Capital, LLC | 500 | $50.8K | 0.00% | 2025-12-31 |
| 239 | C M BIDWELL & ASSOCIATES LTD | 443 | $45.0K | 0.00% | 2025-12-31 |
| 240 | Rossby Financial, LCC | 410 | $41.6K | 0.00% | 2025-12-31 |
| 241 | Physician Wealth Advisors, Inc. | 377 | $38.3K | 0.00% | 2025-12-31 |
| 242 | Birchwood Financial Partners, Inc. | 350 | $35.6K | 0.00% | 2025-12-31 |
| 243 | NEPC LLC | 299 | $30.4K | 0.00% | 2025-12-31 |
| 244 | MAI Capital Management | 299 | $30.4K | 0.00% | 2025-12-31 |
| 245 | IFP Advisors, Inc | 258 | $26.2K | 0.00% | 2025-12-31 |
| 246 | Strategic Investment Solutions, Inc. /IL | 216 | $22.0K | 0.00% | 2025-12-31 |
| 247 | Steward Partners Investment Advisory, LLC | 200 | $20.3K | 0.00% | 2025-12-31 |
| 248 | HUNTINGTON NATIONAL BANK | 194 | $19.7K | 0.00% | 2025-12-31 |
| 249 | OPTIMA CAPITAL LLC | 187 | $19.0K | 0.00% | 2025-12-31 |
| 250 | Ameritas Advisory Services, LLC | 51 | $5.2K | 0.00% | 2025-09-30 |
| 251 | Silver Oak Advisory Group, Inc. | 21,942 | $2.2K | 0.28% | 2025-12-31 |
| 252 | Janney Montgomery Scott LLC | 11,025 | $1.1K | 0.14% | 2025-12-31 |
| 253 | Cambridge Investment Research Advisors, Inc. | 9,295 | $944 | 0.12% | 2025-12-31 |
| 254 | Betterment LLC | 8,055 | $818 | 0.10% | 2025-12-31 |
| 255 | CWM, LLC | 6,448 | $655 | 0.08% | 2025-12-31 |
| 256 | BOSTON FAMILY OFFICE LLC | 2,250 | $229 | 0.02% | 2025-12-31 |
| 257 | WEDBUSH SECURITIES INC | 1,975 | $201 | 0.02% | 2025-12-31 |
| 258 | Hanson & Doremus Investment Management | 1,474 | $150 | 0.01% | 2025-12-31 |