CUSIP 922020748
VANGUARD MALVERN FDS
251 institutions · $3.98B total · 51,833,224 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | HBK Sorce Advisory LLC | 9,274,753 | $724.7M | 17.89% | 2025-12-31 |
| 2 | SIGNATUREFD, LLC | 5,035,039 | $392.2M | 9.71% | 2025-12-31 |
| 3 | Advance Capital Management, Inc. | 3,289,350 | $256.2M | 6.34% | 2025-12-31 |
| 4 | Forvis Mazars Wealth Advisors, LLC | 1,713,526 | $133.5M | 3.30% | 2025-12-31 |
| 5 | Martel Wealth Advisors Inc | 1,505,108 | $117.2M | 2.90% | 2025-12-31 |
| 6 | ASSETMARK, INC | 1,360,608 | $106.0M | 2.62% | 2025-12-31 |
| 7 | Diversified Portfolios, Inc. | 1,129,478 | $88.0M | 2.17% | 2025-12-31 |
| 8 | BANK OF AMERICA CORP /DE/ | 1,022,061 | $79.6M | 1.97% | 2025-12-31 |
| 9 | Smith & Howard Wealth Management, LLC | 1,018,712 | $79.4M | 1.96% | 2025-12-31 |
| 10 | Orion Porfolio Solutions, LLC | 950,102 | $74.0M | 1.83% | 2025-12-31 |
| 11 | ALERUS FINANCIAL NA | 936,945 | $73.0M | 1.80% | 2025-12-31 |
| 12 | Financial Engines Advisors L.L.C. | 929,292 | $72.4M | 1.79% | 2025-12-31 |
| 13 | LPL Financial LLC | 926,172 | $72.1M | 1.78% | 2025-12-31 |
| 14 | BLB&B Advisors, LLC | 872,729 | $68.0M | 1.68% | 2025-12-31 |
| 15 | ORRSTOWN FINANCIAL SERVICES INC | 816,193 | $63.6M | 1.57% | 2025-12-31 |
| 16 | Magnolia Wealth Management, LLC | 637,482 | $49.7M | 1.22% | 2025-12-31 |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 558,988 | $43.5M | 1.07% | 2025-12-31 |
| 18 | Envestnet Portfolio Solutions, Inc. | 532,424 | $41.5M | 1.02% | 2025-12-31 |
| 19 | SMITHBRIDGE ASSET MANAGEMENT INC/DE | 530,588 | $41.3M | 1.02% | 2025-12-31 |
| 20 | Tilson Financial Group, Inc. | 517,564 | $40.3M | 0.99% | 2025-12-31 |
| 21 | Tull Financial Group, Inc. | 475,904 | $37.1M | 0.91% | 2025-12-31 |
| 22 | First Citizens Asset Management, Inc. | 452,560 | $35.3M | 0.87% | 2025-12-31 |
| 23 | HUB Investment Partners, LLC | 440,130 | $34.3M | 0.84% | 2025-12-31 |
| 24 | Meeder Advisory Services, Inc. | 432,071 | $33.7M | 0.83% | 2025-12-31 |
| 25 | Mills Wealth Advisors LLC | 427,507 | $33.3M | 0.82% | 2025-12-31 |
| 26 | Essex LLC | 423,703 | $33.0M | 0.81% | 2025-12-31 |
| 27 | AMI INVESTMENT MANAGEMENT INC | 414,179 | $32.3M | 0.79% | 2025-12-31 |
| 28 | Alaethes Wealth, LLC | 407,104 | $31.7M | 0.78% | 2025-12-31 |
| 29 | Schoolcraft Capital LLC | 387,006 | $30.1M | 0.74% | 2025-12-31 |
| 30 | SJS Investment Consulting Inc. | 385,176 | $30.0M | 0.74% | 2025-12-31 |
| 31 | FIRST CITIZENS INVESTOR SERVICES, INC. | 379,326 | $29.5M | 0.73% | 2025-12-31 |
| 32 | Momentous Wealth Management, Inc. | 368,254 | $28.7M | 0.71% | 2025-12-31 |
| 33 | Quantum Financial Planning Services, Inc. | 359,508 | $28.0M | 0.69% | 2025-12-31 |
| 34 | RESOLUTE CAPITAL, LLC | 336,003 | $26.2M | 0.64% | 2025-12-31 |
| 35 | NewEdge Wealth, LLC | 330,196 | $25.7M | 0.63% | 2025-12-31 |
| 36 | Verum Partners LLC | 324,656 | $25.3M | 0.62% | 2025-12-31 |
| 37 | Cornerstone Wealth Group, LLC | 302,577 | $23.6M | 0.58% | 2025-12-31 |
| 38 | Investment Planning Advisors, Inc. | 290,665 | $22.6M | 0.56% | 2025-12-31 |
| 39 | Rise Advisors, LLC | 286,869 | $22.3M | 0.55% | 2025-12-31 |
| 40 | Mariner, LLC | 285,547 | $22.2M | 0.55% | 2025-12-31 |
| 41 | CGN Advisors LLC | 279,275 | $21.8M | 0.53% | 2025-12-31 |
| 42 | SVB WEALTH LLC | 275,274 | $21.4M | 0.53% | 2025-12-31 |
| 43 | Burton Enright Welch | 264,826 | $20.6M | 0.51% | 2025-12-31 |
| 44 | San Luis Wealth Advisors LLC | 248,447 | $19.4M | 0.47% | 2025-12-31 |
| 45 | Zhang Financial LLC | 238,864 | $18.6M | 0.46% | 2025-12-31 |
| 46 | SCOTIA CAPITAL INC. | 237,817 | $18.5M | 0.45% | 2025-12-31 |
| 47 | McIlrath & Eck, LLC | 224,354 | $17.5M | 0.43% | 2025-12-31 |
| 48 | Acropolis Investment Management, LLC | 222,166 | $17.3M | 0.42% | 2025-12-31 |
| 49 | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 215,100 | $16.8M | 0.41% | 2025-12-31 |
| 50 | COMMONWEALTH EQUITY SERVICES, LLC | 214,331 | $16.7M | 0.41% | 2025-12-31 |
| 51 | Foundations Investment Advisors, LLC | 208,896 | $16.3M | 0.40% | 2025-12-31 |
| 52 | D'Orazio & Associates, Inc. | 205,899 | $16.0M | 0.39% | 2025-12-31 |
| 53 | Lansing Street Advisors | 195,488 | $15.2M | 0.37% | 2025-12-31 |
| 54 | HighTower Advisors, LLC | 185,025 | $14.4M | 0.35% | 2025-12-31 |
| 55 | Crusonia Wealth Advisors LLC | 182,457 | $14.2M | 0.35% | 2025-12-31 |
| 56 | ShankerValleau Wealth Advisors, Inc. | 179,469 | $14.0M | 0.34% | 2025-12-31 |
| 57 | Compton Wealth Advisory Group, LLC | 178,241 | $13.9M | 0.34% | 2025-12-31 |
| 58 | Wolff Financial Management LLC | 173,665 | $13.5M | 0.33% | 2025-12-31 |
| 59 | Addison Advisors LLC | 165,892 | $12.9M | 0.32% | 2025-12-31 |
| 60 | CFO4Life Group, LLC | 163,312 | $12.7M | 0.31% | 2025-12-31 |
| 61 | Safe Harbor Family Capital, LLC | 161,693 | $12.6M | 0.31% | 2025-12-31 |
| 62 | INVENIO WEALTH PARTNERS LLC | 161,405 | $12.6M | 0.31% | 2025-12-31 |
| 63 | Chicago Partners Investment Group LLC | 144,392 | $11.3M | 0.27% | 2025-12-31 |
| 64 | Private Advisor Group, LLC | 143,564 | $11.2M | 0.27% | 2025-12-31 |
| 65 | AJ Advisors, LLC | 138,450 | $10.8M | 0.26% | 2025-12-31 |
| 66 | NorthLanding Financial Partners, LLC | 137,417 | $10.7M | 0.26% | 2025-12-31 |
| 67 | PRINCIPAL SECURITIES, INC. | 131,430 | $10.2M | 0.25% | 2025-12-31 |
| 68 | Kaizen Financial Strategies | 129,117 | $10.1M | 0.24% | 2025-12-31 |
| 69 | NewEdge Advisors, LLC | 122,211 | $9.5M | 0.23% | 2025-12-31 |
| 70 | Barry Investment Advisors, LLC | 121,431 | $9.5M | 0.23% | 2025-12-31 |
| 71 | Madrid Wealth Management, LLC | 119,895 | $9.3M | 0.23% | 2025-12-31 |
| 72 | Leonard Rickey Investment Advisors P.L.L.C. | 115,596 | $9.0M | 0.22% | 2025-12-31 |
| 73 | TRUIST FINANCIAL CORP | 115,263 | $9.0M | 0.22% | 2025-12-31 |
| 74 | Gutierrez Wealth Advisory, LLC | 114,888 | $8.9M | 0.22% | 2025-12-31 |
| 75 | Strategic Family Wealth Counselors, L.L.C. | 108,610 | $8.4M | 0.20% | 2025-12-31 |
| 76 | GEN Financial Management, INC. | 102,641 | $8.0M | 0.19% | 2025-12-31 |
| 77 | CreativeOne Wealth, LLC | 98,616 | $7.7M | 0.19% | 2025-12-31 |
| 78 | Ethos Financial Group, LLC | 96,317 | $7.5M | 0.18% | 2025-12-31 |
| 79 | Tandem Investment Partners LLC | 94,832 | $7.4M | 0.18% | 2025-12-31 |
| 80 | Main Line Retirement Advisors, LLC | 93,822 | $7.3M | 0.18% | 2025-12-31 |
| 81 | Cetera Investment Advisers | 93,054 | $7.2M | 0.17% | 2025-12-31 |
| 82 | UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 91,120 | $7.1M | 0.17% | 2025-12-31 |
| 83 | Hofer & Associates. Inc | 91,391 | $7.1M | 0.17% | 2025-12-31 |
| 84 | Englebert Financial Advisers, LLC | 88,478 | $6.9M | 0.17% | 2025-12-31 |
| 85 | Penney Financial, LLC | 88,421 | $6.9M | 0.17% | 2025-12-31 |
| 86 | Conservest Capital Advisors, Inc. | 87,245 | $6.8M | 0.16% | 2025-12-31 |
| 87 | Pinion Investment Advisors, LLC | 85,560 | $6.7M | 0.16% | 2025-12-31 |
| 88 | Breakwater Investment Management | 84,304 | $6.6M | 0.16% | 2025-12-31 |
| 89 | GRAND WEALTH MANAGEMENT, LLC | 81,469 | $6.3M | 0.15% | 2025-12-31 |
| 90 | MISSION WEALTH MANAGEMENT, LP | 81,097 | $6.3M | 0.15% | 2025-12-31 |
| 91 | Galvin, Gaustad & Stein, LLC | 79,187 | $6.2M | 0.15% | 2025-12-31 |
| 92 | MML INVESTORS SERVICES, LLC | 78,291 | $6.1M | 0.15% | 2025-12-31 |
| 93 | Royal Bank of Canada | 73,426 | $5.7M | 0.14% | 2025-12-31 |
| 94 | OMNI 360 Wealth, Inc. | 71,635 | $5.6M | 0.13% | 2025-12-31 |
| 95 | CITADEL ADVISORS LLC | 70,537 | $5.5M | 0.13% | 2025-09-30 |
| 96 | Summit Financial, LLC | 66,320 | $5.2M | 0.12% | 2025-12-31 |
| 97 | New England Capital Financial Advisors LLC | 64,798 | $5.0M | 0.12% | 2025-12-31 |
| 98 | Bogart Wealth, LLC | 60,473 | $4.7M | 0.11% | 2025-12-31 |
| 99 | VICTORY FINANCIAL GROUP, LLC | 59,346 | $4.6M | 0.11% | 2025-12-31 |
| 100 | Echo45 Advisors LLC | 56,671 | $4.4M | 0.10% | 2025-12-31 |
| 101 | BENJAMIN EDWARDS INC | 55,091 | $4.3M | 0.10% | 2025-12-31 |
| 102 | TFO Wealth Partners, LLC | 51,961 | $4.0M | 0.10% | 2025-12-31 |
| 103 | 55 North Private Wealth, LLC | 49,279 | $3.8M | 0.09% | 2025-12-31 |
| 104 | Cerity Partners LLC | 48,442 | $3.8M | 0.09% | 2025-12-31 |
| 105 | Elite Life Management LLC | 46,980 | $3.7M | 0.09% | 2025-12-31 |
| 106 | Nicholas Hoffman & Company, LLC. | 45,382 | $3.5M | 0.08% | 2025-12-31 |
| 107 | Enclave Advisors LLC | 43,929 | $3.4M | 0.08% | 2025-12-31 |
| 108 | Mendota Financial Group, LLC | 42,009 | $3.3M | 0.08% | 2025-12-31 |
| 109 | OAK HILL WEALTH ADVISORS, LLC | 41,560 | $3.3M | 0.08% | 2025-09-30 |
| 110 | FIRST CITIZENS BANK & TRUST CO | 37,082 | $2.9M | 0.07% | 2025-12-31 |
| 111 | Crossmark Global Holdings, Inc. | 36,478 | $2.9M | 0.07% | 2025-09-30 |
| 112 | GatePass Capital, LLC | 36,605 | $2.9M | 0.07% | 2025-12-31 |
| 113 | AXXCESS WEALTH MANAGEMENT, LLC | 35,884 | $2.8M | 0.06% | 2025-12-31 |
| 114 | Savvy Advisors, Inc. | 35,416 | $2.8M | 0.06% | 2025-12-31 |
| 115 | OSAIC HOLDINGS, INC. | 35,204 | $2.7M | 0.06% | 2025-12-31 |
| 116 | Lynx Investment Advisory | 33,948 | $2.6M | 0.06% | 2025-12-31 |
| 117 | WELLS FARGO & COMPANY/MN | 33,078 | $2.6M | 0.06% | 2025-12-31 |
| 118 | Coppell Advisory Solutions LLC | 32,081 | $2.5M | 0.06% | 2025-12-31 |
| 119 | Blume Capital Management, Inc. | 31,640 | $2.5M | 0.06% | 2025-12-31 |
| 120 | Sentinus, LLC | 30,271 | $2.4M | 0.05% | 2025-12-31 |
| 121 | Siligmueller & Norvid Wealth Advisors LLC | 29,094 | $2.3M | 0.05% | 2025-09-30 |
| 122 | Thayer Partners, LLC / MA | 29,200 | $2.3M | 0.05% | 2025-12-31 |
| 123 | Ausdal Financial Partners, Inc. | 28,269 | $2.2M | 0.05% | 2025-12-31 |
| 124 | Prosperity Bancshares Inc | 27,592 | $2.1M | 0.05% | 2025-12-31 |
| 125 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 27,078 | $2.1M | 0.05% | 2025-12-31 |
| 126 | Cogent Private Wealth, Inc. | 26,678 | $2.1M | 0.05% | 2025-12-31 |
| 127 | Bank of New York Mellon Corp | 26,208 | $2.0M | 0.05% | 2025-12-31 |
| 128 | MCF Advisors LLC | 26,175 | $2.0M | 0.05% | 2025-12-31 |
| 129 | TD Capital Management LLC | 24,851 | $1.9M | 0.04% | 2025-12-31 |
| 130 | CONQUIS FINANCIAL LLC | 24,847 | $1.9M | 0.04% | 2025-12-31 |
| 131 | Accredited Wealth Management, LLC | 100 | $1.9M | 0.00% | 2025-09-30 |
| 132 | Topsail Wealth Management, LLC | 24,121 | $1.9M | 0.04% | 2025-12-31 |
| 133 | Keystone Financial Group | 23,921 | $1.9M | 0.04% | 2025-12-31 |
| 134 | Farrell Financial LLC | 21,645 | $1.7M | 0.04% | 2025-12-31 |
| 135 | DeLarme Wealth Management, Inc. | 21,353 | $1.7M | 0.04% | 2025-12-31 |
| 136 | Plancorp, LLC | 20,714 | $1.6M | 0.03% | 2025-12-31 |
| 137 | Sanctuary Advisors, LLC | 19,048 | $1.5M | 0.03% | 2025-12-31 |
| 138 | Retirement Planning Group, LLC | 17,914 | $1.4M | 0.03% | 2025-12-31 |
| 139 | Fortress Financial Solutions, LLC | 17,772 | $1.4M | 0.03% | 2025-12-31 |
| 140 | CRA Financial Services, LLC | 16,445 | $1.3M | 0.03% | 2025-12-31 |
| 141 | BROWN ADVISORY INC | 16,072 | $1.3M | 0.03% | 2025-12-31 |
| 142 | SIGNAL TREE FINANCIAL PARTNERS LLC | 15,758 | $1.2M | 0.03% | 2025-12-31 |
| 143 | EWA, LLC | 15,586 | $1.2M | 0.03% | 2025-12-31 |
| 144 | OneDigital Investment Advisors LLC | 15,077 | $1.2M | 0.02% | 2025-12-31 |
| 145 | Bill Few Associates, Inc. | 14,442 | $1.1M | 0.02% | 2025-09-30 |
| 146 | Atria Investments, Inc | 14,194 | $1.1M | 0.02% | 2025-12-31 |
| 147 | RAYMOND JAMES FINANCIAL INC | 13,471 | $1.0M | 0.02% | 2025-12-31 |
| 148 | Concurrent Investment Advisors, LLC | 13,410 | $1.0M | 0.02% | 2025-12-31 |
| 149 | Emergent Wealth Advisors, LLC | 13,400 | $1.0M | 0.02% | 2025-12-31 |
| 150 | GOLDMAN SACHS GROUP INC | 12,843 | $1.0M | 0.02% | 2025-12-31 |
| 151 | First Citizens Financial Corp | 12,208 | $950.9K | 0.02% | 2025-12-31 |
| 152 | HARBOR INVESTMENT ADVISORY, LLC | 11,993 | $934.2K | 0.02% | 2025-12-31 |
| 153 | Trellis Wealth Advisors LLC | 11,975 | $932.8K | 0.02% | 2025-12-31 |
| 154 | J.W. COLE ADVISORS, INC. | 10,747 | $837.2K | 0.02% | 2025-12-31 |
| 155 | Daner Wealth Management, LLC | 10,226 | $801.5K | 0.01% | 2025-12-31 |
| 156 | SouthState Corp | 10,084 | $785.5K | 0.01% | 2025-12-31 |
| 157 | Essex Financial Services, Inc. | 9,731 | $758.0K | 0.01% | 2025-12-31 |
| 158 | True Wealth Design, LLC | 9,158 | $713.4K | 0.01% | 2025-12-31 |
| 159 | Ketron Financial | 8,516 | $663.4K | 0.01% | 2025-12-31 |
| 160 | Corient Private Wealth LLC | 7,688 | $598.9K | 0.01% | 2025-12-31 |
| 161 | FARMERS TRUST CO | 7,667 | $597.2K | 0.01% | 2025-12-31 |
| 162 | L.K. Benson & Company, P.C. | 7,517 | $585.6K | 0.01% | 2025-12-31 |
| 163 | Twin Cities Retirement Group LLC | 7,295 | $568.3K | 0.01% | 2025-12-31 |
| 164 | Advyzon Investment Management, LLC | 6,870 | $535.2K | 0.01% | 2025-12-31 |
| 165 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6,850 | $533.6K | 0.01% | 2025-12-31 |
| 166 | VANGUARD GROUP INC | 6,746 | $525.5K | 0.01% | 2025-12-31 |
| 167 | Farther Finance Advisors, LLC | 6,429 | $500.8K | 0.01% | 2025-12-31 |
| 168 | Pasadena Private Wealth, LLC | 6,373 | $496.4K | 0.01% | 2025-12-31 |
| 169 | Ashton Thomas Private Wealth, LLC | 6,324 | $492.6K | 0.01% | 2025-12-31 |
| 170 | Patriot Financial Group Insurance Agency, LLC | 6,151 | $479.2K | 0.01% | 2025-12-31 |
| 171 | Cornerstone Advisory, LLC | 5,956 | $464.0K | 0.01% | 2025-12-31 |
| 172 | JANE STREET GROUP, LLC | 5,527 | $430.5K | 0.01% | 2025-12-31 |
| 173 | Keystone Wealth Services, LLC | 5,272 | $410.7K | 0.01% | 2025-12-31 |
| 174 | PNC Financial Services Group, Inc. | 5,168 | $402.5K | 0.00% | 2025-12-31 |
| 175 | PFG Advisors | 5,056 | $393.9K | 0.00% | 2025-12-31 |
| 176 | SageView Advisory Group, LLC | 4,971 | $387.2K | 0.00% | 2025-12-31 |
| 177 | GeoWealth Management, LLC | 4,957 | $386.1K | 0.00% | 2025-12-31 |
| 178 | Partners in Financial Planning | 4,831 | $376.3K | 0.00% | 2025-12-31 |
| 179 | Dentgroup LLC | 4,825 | $375.9K | 0.00% | 2025-12-31 |
| 180 | STIFEL FINANCIAL CORP | 4,777 | $372.1K | 0.00% | 2025-12-31 |
| 181 | MONTAG A & ASSOCIATES INC | 4,720 | $367.7K | 0.00% | 2025-12-31 |
| 182 | Dynamic Advisor Solutions LLC | 4,604 | $358.6K | 0.00% | 2025-12-31 |
| 183 | SWMG, LLC | 4,581 | $357.9K | 0.00% | 2025-12-31 |
| 184 | NOVEM GROUP | 4,594 | $357.9K | 0.00% | 2025-12-31 |
| 185 | OPPENHEIMER & CO INC | 4,466 | $347.9K | 0.00% | 2025-12-31 |
| 186 | Physician Wealth Advisors, Inc. | 4,410 | $343.5K | 0.00% | 2025-12-31 |
| 187 | CAPTRUST FINANCIAL ADVISORS | 4,303 | $335.2K | 0.00% | 2025-12-31 |
| 188 | Approach Retirement Advisors, LLC | 4,085 | $318.2K | 0.00% | 2025-12-31 |
| 189 | SWEENEY & MICHEL, LLC | 4,005 | $313.5K | 0.00% | 2025-12-31 |
| 190 | Ariadne Wealth Management, LP | 3,973 | $312.3K | 0.00% | 2025-12-31 |
| 191 | Stonebridge Financial Planning Group, LLC | 4,008 | $312.2K | 0.00% | 2025-12-31 |
| 192 | AQR CAPITAL MANAGEMENT LLC | 3,973 | $309.5K | 0.00% | 2025-12-31 |
| 193 | Vigil Wealth Management, LLC | 3,802 | $296.2K | 0.00% | 2025-12-31 |
| 194 | Parkside Financial Bank & Trust | 3,780 | $294.4K | 0.00% | 2025-12-31 |
| 195 | &PARTNERS | 3,717 | $291.5K | 0.00% | 2025-09-30 |
| 196 | LRI Investments, LLC | 3,666 | $285.6K | 0.00% | 2025-12-31 |
| 197 | Snowden Capital Advisors LLC | 3,648 | $284.2K | 0.00% | 2025-12-31 |
| 198 | MONETA GROUP INVESTMENT ADVISORS LLC | 3,639 | $283.5K | 0.00% | 2025-12-31 |
| 199 | Revisor Wealth Management LLC | 3,602 | $281.0K | 0.00% | 2025-12-31 |
| 200 | CWS Financial Advisors, LLC | 3,317 | $258.3K | 0.00% | 2025-12-31 |
| 201 | Regal Investment Advisors LLC | 3,298 | $256.9K | 0.00% | 2025-12-31 |
| 202 | BAKER BOYER NATIONAL BANK | 3,257 | $253.7K | 0.00% | 2025-12-31 |
| 203 | Swisher Financial Concepts, Inc. | 3,205 | $249.7K | 0.00% | 2025-12-31 |
| 204 | Cape Investment Advisory, Inc. | 3,146 | $246.7K | 0.00% | 2025-12-31 |
| 205 | KEYBANK NATIONAL ASSOCIATION/OH | 2,905 | $227.8K | 0.00% | 2025-09-30 |
| 206 | Concorde Asset Management, LLC | 2,892 | $225.3K | 0.00% | 2025-12-31 |
| 207 | Stirlingshire Investments, Inc. | 2,671 | $208.1K | 0.00% | 2025-12-31 |
| 208 | PRIVATE TRUST CO NA | 2,330 | $181.5K | 0.00% | 2025-12-31 |
| 209 | Olistico Wealth, LLC | 2,107 | $164.1K | 0.00% | 2025-12-31 |
| 210 | AE Wealth Management LLC | 2,076 | $161.7K | 0.00% | 2025-12-31 |
| 211 | MORGAN STANLEY | 1,920 | $149.6K | 0.00% | 2025-12-31 |
| 212 | Ankerstar Wealth, LLC | 1,882 | $146.6K | 0.00% | 2025-12-31 |
| 213 | BANK OF MONTREAL /CAN/ | 1,826 | $142.2K | 0.00% | 2025-12-31 |
| 214 | Kestra Advisory Services, LLC | 1,492 | $116.2K | 0.00% | 2025-12-31 |
| 215 | Global Retirement Partners, LLC | 1,464 | $114.0K | 0.00% | 2025-12-31 |
| 216 | Portfolio Resources Advisor Group, Inc. | 1,034 | $80.5K | 0.00% | 2025-12-31 |
| 217 | JFS WEALTH ADVISORS, LLC | 1,024 | $79.8K | 0.00% | 2025-12-31 |
| 218 | Arax Advisory Partners | 940 | $73.2K | 0.00% | 2025-12-31 |
| 219 | Security National Bank | 902 | $70.7K | 0.00% | 2025-09-30 |
| 220 | Glass Jacobson Investment Advisors llc | 777 | $60.6K | 0.00% | 2025-12-31 |
| 221 | Capital Investment Advisory Services, LLC | 738 | $57.5K | 0.00% | 2025-12-31 |
| 222 | Retirement Wealth Solutions LLC | 729 | $56.8K | 0.00% | 2025-12-31 |
| 223 | AdvisorNet Financial, Inc | 723 | $56.3K | 0.00% | 2025-12-31 |
| 224 | STEPH & CO | 657 | $51.2K | 0.00% | 2025-12-31 |
| 225 | CREATIVE FINANCIAL DESIGNS INC /ADV | 648 | $50.4K | 0.00% | 2025-12-31 |
| 226 | Steward Partners Investment Advisory, LLC | 646 | $50.3K | 0.00% | 2025-12-31 |
| 227 | IFP Advisors, Inc | 440 | $34.5K | 0.00% | 2025-12-31 |
| 228 | Geneos Wealth Management Inc. | 430 | $33.5K | 0.00% | 2025-12-31 |
| 229 | Signature Equity Partners, LLC | 380 | $29.6K | 0.00% | 2025-12-31 |
| 230 | Ancora Advisors LLC | 328 | $25.6K | 0.00% | 2025-12-31 |
| 231 | BCR Wealth Strategies, LLC | 304,914 | $23.8K | 0.58% | 2025-12-31 |
| 232 | ISLAY CAPITAL MANAGEMENT, LLC | 265 | $20.6K | 0.00% | 2025-12-31 |
| 233 | HARBOUR INVESTMENTS, INC. | 235 | $18.3K | 0.00% | 2025-12-31 |
| 234 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 232 | $18.1K | 0.00% | 2025-12-31 |
| 235 | Wilmington Savings Fund Society, FSB | 205 | $16.0K | 0.00% | 2025-12-31 |
| 236 | Olde Wealth Management, LLC | 171,454 | $13.4K | 0.33% | 2025-12-31 |
| 237 | GODSEY & GIBB, INC | 170 | $13.2K | 0.00% | 2025-12-31 |
| 238 | Larson Financial Group LLC | 115 | $9.0K | 0.00% | 2025-12-31 |
| 239 | Allworth Financial LP | 95 | $7.4K | 0.00% | 2025-12-31 |
| 240 | Cambridge Investment Research Advisors, Inc. | 93,315 | $7.3K | 0.18% | 2025-12-31 |
| 241 | Greenwich Wealth Management LLC | 89,004 | $6.9K | 0.17% | 2025-12-31 |
| 242 | BOSTON FAMILY OFFICE LLC | 71,637 | $5.6K | 0.13% | 2025-12-31 |
| 243 | Triumph Capital Management | 45 | $3.5K | 0.00% | 2025-12-31 |
| 244 | FLOW TRADERS U.S. LLC | 17,250 | $1.3K | 0.03% | 2025-12-31 |
| 245 | Bernard Wealth Management Corp. | 12 | $935 | 0.00% | 2025-12-31 |
| 246 | Wayfinding Financial, LLC | 3,103 | $241 | 0.00% | 2025-12-31 |
| 247 | Capital Analysts, LLC | 1,439 | $112 | 0.00% | 2025-12-31 |
| 248 | JPMORGAN CHASE & CO | 0 | $68 | 0.00% | 2025-12-31 |
| 249 | HAZLETT, BURT & WATSON, INC. | 634 | $49 | 0.00% | 2025-12-31 |
| 250 | CWM, LLC | 588 | $46 | 0.00% | 2025-12-31 |
| 251 | JONES FINANCIAL COMPANIES LLLP | 0 | $0 | 0.00% | 2025-12-31 |