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DJI49,168.04-0.13%
XLE56.76-0.05%
STOXX50E5,860.32-0.39%
XLF51.840.09%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,789.760.10%
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Temp30°C
UV10.4
Feels34.8°C
Humidity62%
Wind12.2 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time2:49 PM
CUSIP 921943858

VANGUARD TAX-MANAGED FDS

423 institutions · $108.07B total · 1,737,699,895 shares

#ManagerSharesValue% of TotalPeriod
1Creative Planning122,115,622$7.63B7.02%2025-12-31
2BANK OF AMERICA CORP /DE/88,630,660$5.54B5.10%2025-12-31
3ENVESTNET ASSET MANAGEMENT INC76,401,735$4.77B4.39%2025-12-31
4NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO61,886,335$3.87B3.56%2025-12-31
5MORGAN STANLEY60,740,443$3.79B3.49%2025-12-31
6Wealthfront Advisers LLC58,685,582$3.67B3.37%2025-12-31
7JONES FINANCIAL COMPANIES LLLP50,946,021$3.18B2.93%2025-12-31
8NORTHERN TRUST CORP47,558,936$2.97B2.73%2025-12-31
9Royal Bank of Canada38,930,692$2.43B2.24%2025-12-31
10WELLS FARGO & COMPANY/MN35,315,809$2.21B2.03%2025-12-31
11MERCER GLOBAL ADVISORS INC /ADV34,844,186$2.18B2.00%2025-12-31
12Mariner, LLC31,060,609$1.94B1.78%2025-12-31
13CAPTRUST FINANCIAL ADVISORS30,166,421$1.88B1.73%2025-12-31
14LPL Financial LLC28,541,648$1.78B1.64%2025-12-31
15UBS Group AG27,521,998$1.72B1.58%2025-12-31
16SEI INVESTMENTS CO25,512,391$1.59B1.46%2025-12-31
17Corient Private Wealth LLC33,375,693$1.58B1.92%2025-12-31
18TIAA TRUST, NATIONAL ASSOCIATION20,419,771$1.28B1.17%2025-12-31
19Jasper Ridge Partners, L.P.19,780,576$1.24B1.13%2025-12-31
20VANGUARD GROUP INC19,310,658$1.21B1.11%2025-12-31
21Cerity Partners LLC18,359,795$1.15B1.05%2025-12-31
22COMMONWEALTH EQUITY SERVICES, LLC17,014,674$1.06B0.97%2025-12-31
23FMR LLC15,603,853$974.8M0.89%2025-12-31
24RWA WEALTH PARTNERS, LLC15,106,239$943.7M0.86%2025-12-31
25GOLDMAN SACHS GROUP INC14,647,062$915.0M0.84%2025-12-31
26Facet Wealth, Inc.13,444,679$897.0M0.77%2025-12-31
27Wealthspire Advisors, LLC13,581,933$848.5M0.78%2025-12-31
28Baird Financial Group, Inc.13,042,788$814.8M0.75%2025-12-31
29Nicholas Hoffman & Company, LLC.12,768,794$797.7M0.73%2025-12-31
30Envestnet Portfolio Solutions, Inc.12,029,160$751.5M0.69%2025-12-31
31Valmark Advisers, Inc.11,930,938$745.3M0.68%2025-12-31
32MANUFACTURERS LIFE INSURANCE COMPANY, THE11,558,138$722.2M0.66%2025-12-31
33AMERIPRISE FINANCIAL INC11,431,691$713.7M0.65%2025-12-31
34HighTower Advisors, LLC11,092,054$692.9M0.63%2025-12-31
35MONETA GROUP INVESTMENT ADVISORS LLC11,055,006$690.6M0.63%2025-12-31
36CAMBRIDGE ASSOCIATES LLC /MA/ /ADV9,694,457$605.6M0.55%2025-12-31
37SCS Capital Management LLC9,489,679$592.8M0.54%2025-12-31
38Fisher Asset Management, LLC9,468,021$591.5M0.54%2025-12-31
39JPMORGAN CHASE & CO9,342,486$583.6M0.53%2025-12-31
40RAYMOND JAMES FINANCIAL INC9,106,689$568.9M0.52%2025-12-31
41HBK Sorce Advisory LLC7,766,637$523.2M0.44%2025-12-31
42US BANCORP \DE\8,360,566$522.3M0.48%2025-12-31
43MML INVESTORS SERVICES, LLC8,346,613$521.4M0.48%2025-12-31
44REGIONS FINANCIAL CORP8,032,715$501.8M0.46%2025-12-31
45CLIFTONLARSONALLEN WEALTH ADVISORS, LLC7,957,746$497.1M0.45%2025-12-31
46Focus Partners Wealth7,879,679$491.9M0.45%2025-12-31
47Cetera Investment Advisers7,684,136$480.0M0.44%2025-12-31
48WIT, LLC7,490,656$467.9M0.43%2025-12-31
49COUNTRY TRUST BANK7,327,909$457.8M0.42%2025-12-31
50JANE STREET GROUP, LLC7,010,877$438.0M0.40%2025-12-31
51HUNTINGTON NATIONAL BANK6,973,313$435.6M0.40%2025-12-31
52Bank of New York Mellon Corp6,413,819$400.7M0.36%2025-12-31
53KEYBANK NATIONAL ASSOCIATION/OH6,245,196$390.1M0.35%2025-12-31
54JMG Financial Group, Ltd.6,204,833$387.6M0.35%2025-12-31
55Voya Investment Management LLC5,763,835$360.1M0.33%2025-12-31
56Modera Wealth Management, LLC5,505,632$343.9M0.31%2025-12-31
57STIFEL FINANCIAL CORP5,398,118$337.2M0.31%2025-12-31
58CIBC Private Wealth Group LLC5,306,487$331.5M0.30%2025-12-31
59ASSETMARK, INC5,268,081$329.1M0.30%2025-12-31
60ALLIANCEBERNSTEIN L.P.5,264,817$328.9M0.30%2025-12-31
61PNC Financial Services Group, Inc.4,998,150$312.2M0.28%2025-12-31
62Ballentine Partners, LLC4,925,596$307.7M0.28%2025-12-31
63WESTWOOD HOLDINGS GROUP INC4,754,095$297.0M0.27%2025-12-31
64Nearwater Capital Markets, Ltd4,714,850$294.5M0.27%2025-12-31
65Ally Invest Advisors Inc.4,604,747$287.7M0.26%2025-12-31
66State of Tennessee, Department of Treasury4,321,161$286.1M0.24%2025-12-31
67NEPC LLC4,575,987$285.9M0.26%2025-12-31
68VANTAGEPOINT INVESTMENT ADVISERS LLC4,562,001$285.0M0.26%2025-12-31
69MAI Capital Management4,455,575$278.3M0.25%2025-12-31
70Fiduciary Trust Co4,427,174$276.6M0.25%2025-12-31
71Wedmont Private Capital4,308,564$275.2M0.24%2025-12-31
72Linscomb Wealth, Inc.4,383,551$273.8M0.25%2025-12-31
73TFO Wealth Partners, LLC4,366,497$272.8M0.25%2025-12-31
74OSAIC HOLDINGS, INC.3,977,263$248.5M0.22%2025-12-31
75Wilmington Savings Fund Society, FSB3,916,099$244.6M0.22%2025-12-31
76Savant Capital, LLC3,710,957$231.8M0.21%2025-12-31
77Johnson Financial Group, LLC3,658,192$228.5M0.21%2025-12-31
78D.A. DAVIDSON & CO.3,630,720$226.8M0.20%2025-12-31
79Truepoint, Inc.3,589,070$224.2M0.20%2025-12-31
80Pathstone Holdings, LLC3,575,247$223.3M0.20%2025-12-31
81FARMERS & MERCHANTS INVESTMENTS INC3,549,570$221.7M0.20%2025-12-31
82BLB&B Advisors, LLC3,479,727$217.4M0.20%2025-12-31
83DV EQUITIES, LLC3,385,845$211.5M0.19%2025-12-31
84WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3,254,229$208.7M0.18%2025-12-31
85M&T Bank Corp3,294,331$205.8M0.18%2025-12-31
86BNP PARIBAS FINANCIAL MARKETS3,210,182$200.5M0.18%2025-12-31
87FIFTH THIRD BANCORP3,193,149$199.5M0.18%2025-12-31
88BLAIR WILLIAM & CO/IL3,148,531$196.7M0.18%2025-12-31
89Pinnacle Financial Partners, Inc.3,078,935$192.3M0.17%2025-12-31
90Beacon Pointe Advisors, LLC3,037,258$189.7M0.17%2025-12-31
91BlackRock, Inc.2,960,814$185.0M0.17%2025-12-31
92Tanglewood Wealth Management, Inc.2,925,381$182.7M0.16%2025-12-31
93Rockefeller Capital Management L.P.3,740,699$182.1M0.21%2025-12-31
94Acropolis Investment Management, LLC2,812,424$175.7M0.16%2025-12-31
95Foster Group, Inc.2,799,343$174.9M0.16%2025-12-31
96Freestone Capital Holdings, LLC2,785,505$174.0M0.16%2025-12-31
97LINCOLN NATIONAL CORP2,746,278$171.6M0.15%2025-12-31
98VICTORY CAPITAL MANAGEMENT INC2,731,774$170.7M0.15%2025-12-31
99Farther Finance Advisors, LLC2,615,643$163.4M0.15%2025-12-31
100COLDSTREAM CAPITAL MANAGEMENT INC2,539,392$158.6M0.14%2025-12-31
101DAVIS R M INC2,482,285$155.1M0.14%2025-12-31
102BOK Financial Private Wealth, Inc.2,481,695$155.0M0.14%2025-12-31
103Orion Porfolio Solutions, LLC2,431,969$151.9M0.13%2025-12-31
104EASTERN BANK2,360,706$147.5M0.13%2025-12-31
105Keewaydin Investments LLC2,347,487$146.6M0.13%2025-12-31
106Clark Asset Management, LLC2,341,248$146.3M0.13%2025-12-31
107NewEdge Advisors, LLC2,329,131$145.5M0.13%2025-12-31
108Plante Moran Financial Advisors, LLC2,282,614$142.6M0.13%2025-12-31
109WELLINGTON MANAGEMENT GROUP LLP2,277,980$142.3M0.13%2025-12-31
110Capitolis Liquid Global Markets LLC2,275,100$142.1M0.13%2025-12-31
111Hills Bank & Trust Co2,223,316$138.9M0.12%2025-12-31
112SIGMA INVESTMENT COUNSELORS INC2,221,205$138.8M0.12%2025-12-31
113NATIONAL BANK OF CANADA /FI/2,165,400$135.3M0.12%2025-12-31
114Robertson Stephens Wealth Management, LLC2,162,844$135.1M0.12%2025-12-31
115Hirtle Callaghan & Co LLC2,155,133$134.6M0.12%2025-12-31
116GLENMEDE TRUST CO NA2,127,518$132.9M0.12%2025-12-31
117First Financial Bankshares Inc2,110,603$131.8M0.12%2025-12-31
118Steele Capital Management, Inc.2,110,333$131.8M0.12%2025-12-31
119EVOKE WEALTH, LLC2,044,257$127.7M0.11%2025-12-31
120Summit Trail Advisors, LLC2,031,147$126.9M0.11%2025-12-31
121JOHNSON INVESTMENT COUNSEL INC2,025,712$126.5M0.11%2025-12-31
122TRUIST FINANCIAL CORP2,003,661$125.2M0.11%2025-12-31
123Fusion Family Wealth LLC1,944,094$121.4M0.11%2025-12-31
124Aptus Capital Advisors, LLC1,931,525$120.7M0.11%2025-12-31
125TD Waterhouse Canada Inc.1,916,820$119.7M0.11%2025-12-31
126BRIDGES INVESTMENT MANAGEMENT INC1,914,146$119.6M0.11%2025-12-31
127Badgley Phelps Wealth Managers, LLC1,822,448$113.8M0.10%2025-12-31
128Cresset Asset Management, LLC1,797,699$112.3M0.10%2025-12-31
129PDS Planning, Inc1,770,112$110.6M0.10%2025-12-31
130Apella Capital, LLC1,735,240$108.4M0.09%2025-12-31
131CITIZENS FINANCIAL GROUP INC/RI1,734,336$108.3M0.09%2025-12-31
132Empowered Funds, LLC1,674,472$104.6M0.09%2025-12-31
133OLD NATIONAL BANCORP /IN/1,652,001$103.2M0.09%2025-12-31
134AGF MANAGEMENT LTD1,636,703$102.2M0.09%2025-12-31
135REBALANCE, LLC1,611,305$100.7M0.09%2025-12-31
136SOFI WEALTH, LLC1,608,390$100.5M0.09%2025-12-31
137COMERICA BANK1,591,286$99.4M0.09%2025-12-31
138Midwest Trust Co1,585,564$99.1M0.09%2025-12-31
139Litman Gregory Wealth Management LLC1,583,314$98.9M0.09%2025-12-31
140CreativeOne Wealth, LLC1,565,437$97.8M0.09%2025-12-31
141MassMutual Private Wealth & Trust, FSB1,564,564$97.7M0.09%2025-12-31
142Pure Financial Advisors, LLC1,544,139$96.5M0.08%2025-12-31
143DT Investment Partners, LLC1,533,035$95.8M0.08%2025-12-31
144AXXCESS WEALTH MANAGEMENT, LLC1,528,966$95.5M0.08%2025-12-31
145WOODMONT INVESTMENT COUNSEL LLC1,494,152$93.3M0.08%2025-12-31
146Arbor Investment Advisors, LLC1,452,866$90.8M0.08%2025-12-31
147Laird Norton Wetherby Trust Company, LLC1,442,146$90.1M0.08%2025-12-31
148Waverly Advisors, LLC1,418,311$88.6M0.08%2025-12-31
149Elwood & Goetz Wealth Advisory Group, LLC1,396,767$87.3M0.08%2025-12-31
150CITIGROUP INC1,388,957$86.8M0.07%2025-12-31
151Kestra Advisory Services, LLC1,383,454$86.4M0.07%2025-12-31
152PATRIOT INVESTMENT MANAGEMENT GROUP, INC.1,382,059$86.3M0.07%2025-12-31
153WHITTIER TRUST CO1,310,278$84.0M0.07%2025-12-31
154ALPS ADVISORS INC1,341,636$83.8M0.07%2025-12-31
155Allen Investment Management, LLC1,340,479$83.7M0.07%2025-12-31
156CHOREO, LLC1,329,679$83.5M0.07%2025-12-31
157CONNABLE OFFICE INC1,303,791$81.4M0.07%2025-12-31
158PLANNING ALTERNATIVES LTD /ADV1,285,360$80.3M0.07%2025-12-31
159MISSION WEALTH MANAGEMENT, LP1,270,516$79.4M0.07%2025-12-31
160Wallington Asset Management, LLC1,268,139$79.2M0.07%2025-12-31
161OAKWORTH CAPITAL, INC.1,266,614$79.1M0.07%2025-12-31
162NEW YORK LIFE INVESTMENT MANAGEMENT LLC1,265,937$79.1M0.07%2025-12-31
163Gilbert & Cook, Inc.1,258,426$78.6M0.07%2025-12-31
164PROFFITT & GOODSON INC1,256,430$78.5M0.07%2025-12-31
165LOCKHEED MARTIN INVESTMENT MANAGEMENT CO1,250,000$78.1M0.07%2025-12-31
166LVW Advisors, LLC1,249,244$78.0M0.07%2025-12-31
167Atria Investments, Inc1,242,168$77.6M0.07%2025-12-31
168TD Asset Management Inc1,234,627$77.1M0.07%2025-12-31
169BROWN ADVISORY INC1,228,193$76.7M0.07%2025-12-31
170Lido Advisors, LLC1,249,933$76.1M0.07%2025-12-31
171Compound Planning, Inc.1,197,788$74.8M0.06%2025-12-31
172&PARTNERS1,181,652$74.0M0.06%2025-12-31
173Arvest Bank Trust Division1,181,584$73.8M0.06%2025-12-31
174Connecticut Wealth Management, LLC1,180,706$73.8M0.06%2025-12-31
175Private Advisor Group, LLC1,173,314$73.3M0.06%2025-12-31
176Human Investing LLC1,173,222$73.3M0.06%2025-12-31
177Inherent Management Corp.1,171,437$73.2M0.06%2025-12-31
178Klingman & Associates, LLC1,145,549$71.6M0.06%2025-12-31
179Vision Capital Management, Inc.1,142,443$71.4M0.06%2025-12-31
180Adventist Health System/ West1,131,440$70.7M0.06%2025-12-31
181SIGNATUREFD, LLC1,122,673$70.1M0.06%2025-12-31
182Tanager Wealth Management LLP1,114,111$69.6M0.06%2025-12-31
183CENTRAL TRUST Co1,111,207$69.4M0.06%2025-12-31
184WestHill Financial Advisors, Inc.1,110,703$69.4M0.06%2025-12-31
185Legacy Private Trust Co.1,106,576$69.1M0.06%2025-12-31
186West Financial Advisors, LLC1,101,503$68.8M0.06%2025-12-31
187NewEdge Wealth, LLC1,096,874$68.5M0.06%2025-12-31
188FULTON BREAKEFIELD BROENNIMAN LLC1,089,937$68.1M0.06%2025-12-31
189BOKF, NA1,083,730$67.7M0.06%2025-12-31
190Charles Schwab Trust Co1,079,970$67.5M0.06%2025-12-31
191WHITTIER TRUST CO OF NEVADA INC1,025,364$65.8M0.05%2025-12-31
192Oakwell Private Wealth Management, LLC1,049,888$65.6M0.06%2025-12-31
193Trilogy Capital Inc.1,046,626$65.4M0.06%2025-12-31
194Sepio Capital, LP1,036,937$64.8M0.05%2025-12-31
195Brookstone Capital Management1,024,040$64.0M0.05%2025-12-31
196Jacobsen Capital Management1,014,776$63.4M0.05%2025-12-31
197Allspring Global Investments Holdings, LLC1,003,030$63.4M0.05%2025-12-31
198Strategic Investment Advisors / MI1,014,172$63.4M0.05%2025-12-31
199Keel Point, LLC1,012,021$63.2M0.05%2025-12-31
200COMMERCE BANK997,924$62.3M0.05%2025-12-31
201Kathmere Capital Management, LLC995,410$62.2M0.05%2025-12-31
202SIMON QUICK ADVISORS, LLC990,514$61.9M0.05%2025-12-31
203Pine Ridge Advisers LLC984,266$61.5M0.05%2025-12-31
204KWMG, LLC982,599$61.4M0.05%2025-12-31
205Coyle Financial Counsel LLC979,288$61.2M0.05%2025-12-31
206WELCH & FORBES LLC967,383$60.4M0.05%2025-12-31
207Ellenbecker Investment Group951,754$59.5M0.05%2025-12-31
208AQR CAPITAL MANAGEMENT LLC936,017$58.5M0.05%2025-12-31
209Meeder Advisory Services, Inc.932,957$58.3M0.05%2025-12-31
210Sequoia Financial Advisors, LLC926,457$57.9M0.05%2025-12-31
211EP Wealth Advisors, LLC925,697$57.8M0.05%2025-12-31
212Wealth Architects, LLC925,625$57.8M0.05%2025-12-31
213Merit Financial Group, LLC923,184$57.7M0.05%2025-12-31
214Chandler Asset Management, Inc.922,703$57.6M0.05%2025-12-31
215BEACON INVESTMENT ADVISORY SERVICES, INC.922,677$57.6M0.05%2025-12-31
216Bryn Mawr Trust Advisors, LLC915,172$57.2M0.05%2025-12-31
217Citizens Business Bank912,411$57.0M0.05%2025-12-31
218Empirical Financial Services, LLC d.b.a. Empirical Wealth Management907,053$56.7M0.05%2025-12-31
219Heartwood Wealth Advisors LLC901,342$56.3M0.05%2025-12-31
220EXCHANGE TRADED CONCEPTS, LLC888,805$55.5M0.05%2025-12-31
221Gemmer Asset Management LLC887,584$55.4M0.05%2025-12-31
222Allworth Financial LP886,454$55.4M0.05%2025-12-31
223Seaside Wealth Management, Inc.884,270$55.2M0.05%2025-12-31
224Financial Synergies Wealth Advisors, Inc.883,619$55.2M0.05%2025-12-31
225UMB Bank, n.a.880,690$55.0M0.05%2025-12-31
226REAP Financial Group, LLC877,055$54.8M0.05%2025-12-31
227CHAI TRUST CO LLC874,885$54.7M0.05%2025-12-31
228LOWE BROCKENBROUGH & CO INC873,231$54.6M0.05%2025-12-31
229C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors867,832$54.2M0.04%2025-12-31
230Alesco Advisors LLC864,100$54.0M0.04%2025-12-31
231ARVEST INVESTMENTS, INC.861,470$53.8M0.04%2025-12-31
232Riverpoint Wealth Management Holdings, LLC860,232$53.7M0.04%2025-12-31
233Steward Partners Investment Advisory, LLC854,504$53.4M0.04%2025-12-31
234PETREDIS INVESTMENT ADVISORS LLC853,094$53.3M0.04%2025-12-31
235Consolidated Portfolio Review Corp839,410$52.4M0.04%2025-12-31
236McKinley Carter Wealth Services, Inc.838,536$52.4M0.04%2025-12-31
237Capital Planning Advisors, LLC827,165$51.7M0.04%2025-12-31
238OLIO Financial Planning826,598$51.6M0.04%2025-12-31
239Arlington Trust Co LLC824,926$51.5M0.04%2025-12-31
240Sageworth Trust Co822,354$51.4M0.04%2025-12-31
241Miracle Mile Advisors, LLC820,987$51.3M0.04%2025-12-31
242Parker Financial LLC816,906$51.0M0.04%2025-12-31
243Tidal Investments LLC798,816$49.9M0.04%2025-12-31
244Whitcomb & Hess, Inc.771,651$49.8M0.04%2025-12-31
245Trust Co791,340$49.4M0.04%2025-12-31
246First Bank & Trust791,271$49.4M0.04%2025-12-31
247Mutual Advisors, LLC782,065$48.9M0.04%2025-12-31
248Efficient Advisors, LLC779,733$48.7M0.04%2025-12-31
249GP Brinson Investments LLC777,776$48.6M0.04%2025-12-31
250Partners in Financial Planning777,465$48.6M0.04%2025-12-31
251Financial Advisory Corp776,222$48.5M0.04%2025-12-31
252Cliffwater LLC770,181$48.1M0.04%2025-12-31
253BANK OF MONTREAL /CAN/763,738$47.7M0.04%2025-12-31
254Perkins Coie Trust Co758,665$47.4M0.04%2025-12-31
255MCMORGAN & CO LLC755,421$47.2M0.04%2025-12-31
256Sanctuary Advisors, LLC755,278$47.2M0.04%2025-12-31
257NICOLET ADVISORY SERVICES, LLC720,525$46.8M0.04%2025-12-31
258TLT Family Holdco ULC748,200$46.7M0.04%2025-12-31
259PACK Private Wealth, LLC738,661$46.1M0.04%2025-12-31
260Journey Advisory Group, LLC730,840$45.7M0.04%2025-12-31
261Beaird Harris Wealth Management, LLC729,098$45.5M0.04%2025-12-31
262GREENWOOD GEARHART INC728,016$45.5M0.04%2025-12-31
263Financial Planning Navigators CORP721,490$45.1M0.04%2025-12-31
264Summit Financial, LLC716,748$44.8M0.04%2025-12-31
265Brooklyn FI, LLC715,806$44.7M0.04%2025-12-31
266Wolff Financial Management LLC711,722$44.5M0.04%2025-12-31
267Grey Fox Wealth Advisors, LLC709,603$44.3M0.04%2025-12-31
268Roof Eidam Maycock Peralta, LLC701,500$43.8M0.04%2025-12-31
269Focus Partners Advisor Solutions, LLC701,166$43.8M0.04%2025-12-31
270Signal Advisors Wealth, LLC699,616$43.7M0.04%2025-12-31
271Nadler Financial Group, Inc.699,065$43.7M0.04%2025-12-31
272RPTC Inc.692,632$43.3M0.03%2025-12-31
273ACORN FINANCIAL ADVISORY SERVICES INC /ADV686,391$42.9M0.03%2025-12-31
274CIBC WORLD MARKET INC.683,371$42.7M0.03%2025-12-31
275TOMPKINS FINANCIAL CORP682,579$42.6M0.03%2025-12-31
276Noble Family Wealth, LLC682,103$42.6M0.03%2025-12-31
277Fiduciary Wealth Partners, LLC676,059$42.2M0.03%2025-12-31
278Kaydan Wealth Management, Inc.672,129$42.0M0.03%2025-12-31
279Global Retirement Partners, LLC671,861$42.0M0.03%2025-12-31
280Permanent Capital Management, LP667,846$41.7M0.03%2025-12-31
28149 WEALTH MANAGEMENT, LLC665,161$41.6M0.03%2025-12-31
282First Western Trust Bank664,714$41.5M0.03%2025-12-31
283MBB PUBLIC MARKETS I LLC662,117$41.4M0.03%2025-12-31
284FOUNDERS FINANCIAL SECURITIES LLC657,516$41.1M0.03%2025-12-31
285CANTOR FITZGERALD INVESTMENT ADVISORS L.P.650,057$40.6M0.03%2025-12-31
286Fi3 FINANCIAL ADVISORS, LLC648,298$40.5M0.03%2025-12-31
287Nelson Capital Management, LLC643,177$40.2M0.03%2025-12-31
288Wealth Management Strategies, Inc.639,020$39.9M0.03%2025-12-31
289Clarius Group, LLC633,333$39.6M0.03%2025-12-31
290ARROWSTREET CAPITAL, LIMITED PARTNERSHIP633,300$39.6M0.03%2025-12-31
291JRM Investment Counsel, LLC631,723$39.5M0.03%2025-12-31
292MERIDIAN MANAGEMENT CO627,592$39.2M0.03%2025-12-31
293Weitzel Financial Services, Inc.612,103$38.7M0.03%2025-12-31
294BENJAMIN EDWARDS INC618,694$38.7M0.03%2025-12-31
295Avior Wealth Management, LLC619,257$38.6M0.03%2025-12-31
296Windward Private Wealth Management Inc.616,922$38.5M0.03%2025-12-31
297Arax Advisory Partners616,144$38.5M0.03%2025-12-31
298Conrad Siegel Investment Advisors, Inc.615,924$38.5M0.03%2025-12-31
299Integris Wealth Management, LLC614,222$38.4M0.03%2025-12-31
300Attessa Capital LLC613,471$38.3M0.03%2025-12-31
301Cascade Financial Partners, LLC612,549$38.3M0.03%2025-12-31
302Wiser Wealth Management, Inc611,360$38.2M0.03%2025-12-31
303Ellevest, Inc.608,408$38.0M0.03%2025-12-31
304Praetorian Wealth Management, Inc.603,148$37.7M0.03%2025-12-31
305CAHILL FINANCIAL ADVISORS INC600,328$37.5M0.03%2025-12-31
306PENOBSCOT WEALTH MANAGEMENT593,408$37.1M0.03%2025-12-31
307Manning & Napier Advisors LLC589,532$37.0M0.03%2025-12-31
308HARBOUR INVESTMENTS, INC.588,781$36.8M0.03%2025-12-31
309Arcadia Wealth Management, LLC585,907$36.6M0.03%2025-12-31
310Galvin, Gaustad & Stein, LLC584,362$36.5M0.03%2025-12-31
311Strid Group, LLC583,541$36.5M0.03%2025-12-31
312Wealthcare Advisory Partners LLC577,144$36.1M0.03%2025-12-31
313Advisors Capital Management, LLC575,203$35.9M0.03%2025-12-31
314Relyea Zuckerberg Hanson LLC574,332$35.9M0.03%2025-12-31
315Apriem Advisors573,649$35.8M0.03%2025-12-31
316MAYPORT, LLC570,460$35.6M0.03%2025-12-31
317Choate Investment Advisors569,722$35.6M0.03%2025-12-31
318D'Orazio & Associates, Inc.569,509$35.6M0.03%2025-12-31
319Savvy Advisors, Inc.568,020$35.5M0.03%2025-12-31
320Equita Financial Network, Inc.565,986$35.4M0.03%2025-12-31
321LEAVELL INVESTMENT MANAGEMENT, INC.559,880$35.0M0.03%2025-12-31
322GUARDIAN WEALTH ADVISORS, LLC / NC559,449$34.9M0.03%2025-12-31
323Montis Financial, LLC557,735$34.8M0.03%2025-12-31
324Inlight Wealth Management, LLC556,615$34.8M0.03%2025-12-31
325Valeo Financial Advisors, LLC555,111$34.7M0.03%2025-12-31
326KESTRA PRIVATE WEALTH SERVICES, LLC552,635$34.5M0.03%2025-12-31
327Cambridge Advisors Inc.548,815$34.3M0.03%2025-12-31
328FOUNDERS GROVE WEALTH PARTNERS, LLC548,491$34.3M0.03%2025-12-31
329BAR HARBOR WEALTH MANAGEMENT548,387$34.3M0.03%2025-12-31
330INTRUST BANK NA547,698$34.2M0.03%2025-12-31
331SEVEN MILE ADVISORY547,293$34.2M0.03%2025-12-31
332BANK OF NOVA SCOTIA541,700$33.8M0.03%2025-12-31
333Affiance Financial, LLC540,982$33.8M0.03%2025-12-31
334Abacus Planning Group, Inc.540,549$33.8M0.03%2025-12-31
335OKABENA INVESTMENT SERVICES INC533,099$33.3M0.03%2025-12-31
336Mascoma Wealth Management LLC531,364$33.2M0.03%2025-12-31
337VPR Management LLC525,600$32.8M0.03%2025-12-31
338VestGen Advisors, LLC523,878$32.7M0.03%2025-12-31
339Cordant, Inc.523,528$32.7M0.03%2025-12-31
340EverSource Wealth Advisors, LLC522,979$32.7M0.03%2025-12-31
341ADVOCATE GROUP LLC519,020$32.4M0.02%2025-12-31
342Operose Advisors LLC517,824$32.3M0.02%2025-12-31
343FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC516,130$32.2M0.02%2025-12-31
344Parallel Advisors, LLC515,743$32.2M0.02%2025-12-31
345Aufman Associates Inc515,427$32.2M0.02%2025-12-31
346SilverOak Wealth Management LLC515,236$32.2M0.02%2025-12-31
347Sovereign Financial Group, Inc.515,175$32.2M0.02%2025-12-31
348BIP Wealth, LLC514,651$32.2M0.02%2025-12-31
349SigFig Wealth Management, LLC514,163$32.1M0.02%2025-12-31
350JFS WEALTH ADVISORS, LLC513,808$32.1M0.02%2025-12-31
351Sage Mountain Advisors LLC512,030$32.0M0.02%2025-12-31
352Ballentine Capital Advisors, Inc510,131$31.9M0.02%2025-12-31
353MOSAIC FAMILY WEALTH PARTNERS, LLC508,888$31.8M0.02%2025-12-31
354Caprock Group, LLC508,081$31.7M0.02%2025-12-31
355Axos Invest Inc.507,798$31.7M0.02%2025-12-31
356Abound Wealth Management506,534$31.6M0.02%2025-12-31
357GHP Investment Advisors, Inc.505,970$31.6M0.02%2025-12-31
358Atlantic Union Bankshares Corp503,788$31.5M0.02%2025-12-31
3591ST SOURCE BANK503,347$31.4M0.02%2025-12-31
360STEPHENS INC /AR/502,121$31.4M0.02%2025-12-31
361CAPITAL ADVISORS INC/OK500,552$31.3M0.02%2025-12-31
362Garde Capital, Inc.498,902$31.2M0.02%2025-12-31
363MOODY NATIONAL BANK TRUST DIVISION497,359$31.1M0.02%2025-12-31
364Prosperity Advisers, LLC492,880$30.8M0.02%2025-12-31
365Morton Brown Family Wealth, LLC491,908$30.7M0.02%2025-12-31
366Trinity Financial Advisors LLC487,192$30.4M0.02%2025-12-31
367PRINCIPAL SECURITIES, INC.486,009$30.4M0.02%2025-12-31
368CYPRESS FINANCIAL PLANNING LLC482,694$30.3M0.02%2025-12-31
369Brandywine Asset Management, Inc.444,906$29.7M0.02%2025-12-31
370PINNACLE ASSOCIATES LTD474,732$29.7M0.02%2025-12-31
371AdvisorNet Financial, Inc473,984$29.6M0.02%2025-12-31
372Virtue Capital Management, LLC1,161,111$29.6M0.06%2025-12-31
373Per Stirling Capital Management, LLC.473,552$29.6M0.02%2025-12-31
374Quantinno Capital Management LP473,469$29.6M0.02%2025-12-31
375JNBA Financial Advisors472,679$29.5M0.02%2025-12-31
376Hassell Wealth Management, LLC452,390$29.5M0.02%2025-12-31
377Kopp Family Office, LLC468,604$29.3M0.02%2025-12-31
378American Trust468,513$29.3M0.02%2025-12-31
3791900 WEALTH MANAGEMENT LLC467,941$29.2M0.02%2025-12-31
380NorthRock Partners, LLC461,848$28.9M0.02%2025-12-31
381Horizon Investments, LLC460,316$28.8M0.02%2025-12-31
382NDVR, Inc.458,244$28.6M0.02%2025-12-31
383TECTONIC ADVISORS LLC456,080$28.5M0.02%2025-12-31
384PRECEDENT WEALTH PARTNERS, LLC455,712$28.5M0.02%2025-12-31
385PRINCIPAL FINANCIAL GROUP INC452,113$28.2M0.02%2025-12-31
386SEGALL BRYANT & HAMILL, LLC451,746$28.2M0.02%2025-12-31
387Salomon & Ludwin, LLC454,649$28.1M0.02%2025-12-31
388Mesirow Financial Investment Management, Inc.449,895$28.1M0.02%2025-12-31
389IEQ CAPITAL, LLC448,178$28.0M0.02%2025-12-31
390EXENCIAL WEALTH ADVISORS, LLC447,571$28.0M0.02%2025-12-31
391Hurlow Wealth Management Group, Inc.446,032$27.9M0.02%2025-12-31
392CARDIFF PARK ADVISORS, LLC442,922$27.7M0.02%2025-12-31
39371 West Capital Partners442,800$27.7M0.02%2025-12-31
394PITTENGER & ANDERSON INC441,100$27.6M0.02%2025-12-31
395MYECFO, LLC439,520$27.5M0.02%2025-12-31
396UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC407,487$27.5M0.02%2025-12-31
397Pinnacle Wealth Management Advisory Group, LLC438,733$27.4M0.02%2025-12-31
398Modern Wealth Management, LLC438,006$27.4M0.02%2025-12-31
399Invst, LLC437,929$27.4M0.02%2025-12-31
400NORTHEAST INVESTMENT MANAGEMENT436,130$27.2M0.02%2025-12-31
401Jordan Park Group LLC435,116$27.2M0.02%2025-12-31
402Level Financial Advisors434,155$27.1M0.02%2025-12-31
403J.W. COLE ADVISORS, INC.671,887$26.9M0.03%2025-12-31
404Twele Capital Management, Inc.428,789$26.8M0.02%2025-12-31
405LIBRA WEALTH LLC426,184$26.6M0.02%2025-12-31
406Beirne Wealth Consulting Services, LLC423,574$26.5M0.02%2025-12-31
407Bear Mountain Capital, Inc.407,057$26.4M0.02%2025-12-31
408Heritage Trust Co422,517$26.4M0.02%2025-12-31
409FORT WASHINGTON INVESTMENT ADVISORS INC /OH/422,088$26.4M0.02%2025-12-31
410CAUSEWAY CAPITAL MANAGEMENT LLC421,392$26.3M0.02%2025-12-31
411United Financial Planning Group LLC417,953$26.1M0.02%2025-12-31
412LBMC INVESTMENT ADVISORS, LLC417,437$26.1M0.02%2025-12-31
413Zuckerman Investment Group, LLC415,225$25.9M0.02%2025-12-31
414Prime Buchholz LLC414,194$25.9M0.02%2025-12-31
415Fiduciary Group, LLC413,628$25.8M0.02%2025-12-31
416Balentine LLC411,536$25.7M0.02%2025-12-31
417MOTIVE WEALTH ADVISORS405,873$25.4M0.02%2025-12-31
418O'SHAUGHNESSY ASSET MANAGEMENT, LLC404,844$25.3M0.02%2025-12-31
419Focus Financial Network, Inc.404,680$25.3M0.02%2025-12-31
420Cornerstone Wealth Advisors, Inc.403,402$25.2M0.02%2025-12-31
421Gotham Asset Management, LLC401,680$25.1M0.02%2025-12-31
422Aspen Grove Capital, LLC400,814$25.0M0.02%2025-12-31
423Stephenson & Company, Inc.397,478$24.8M0.02%2025-12-31