CUSIP 922020805
VANGUARD MALVERN FDS
445 institutions · $10.20B total · 206,832,379 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 28,245,284 | $1.40B | 13.65% | 2025-12-31 |
| 2 | LPL Financial LLC | 18,490,336 | $914.5M | 8.93% | 2025-12-31 |
| 3 | SEI INVESTMENTS CO | 9,719,014 | $480.7M | 4.69% | 2025-12-31 |
| 4 | GOLDMAN SACHS GROUP INC | 9,325,300 | $461.2M | 4.50% | 2025-12-31 |
| 5 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 6,908,129 | $341.7M | 3.33% | 2025-12-31 |
| 6 | Valmark Advisers, Inc. | 6,716,272 | $332.2M | 3.24% | 2025-12-31 |
| 7 | FMR LLC | 5,091,855 | $251.8M | 2.46% | 2025-12-31 |
| 8 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,628,760 | $228.9M | 2.23% | 2025-12-31 |
| 9 | Focus Partners Wealth | 4,254,717 | $210.4M | 2.05% | 2025-12-31 |
| 10 | Wealthspire Advisors, LLC | 4,191,463 | $207.3M | 2.02% | 2025-12-31 |
| 11 | MORGAN STANLEY | 3,929,846 | $194.4M | 1.90% | 2025-12-31 |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 3,847,525 | $190.3M | 1.86% | 2025-12-31 |
| 13 | Wealthfront Advisers LLC | 3,633,423 | $179.7M | 1.75% | 2025-12-31 |
| 14 | Savant Capital, LLC | 3,594,862 | $177.8M | 1.73% | 2025-12-31 |
| 15 | BANK OF AMERICA CORP /DE/ | 2,751,524 | $139.3M | 1.33% | 2025-12-31 |
| 16 | HighTower Advisors, LLC | 2,726,718 | $134.9M | 1.31% | 2025-12-31 |
| 17 | Klingman & Associates, LLC | 2,087,310 | $103.2M | 1.00% | 2025-12-31 |
| 18 | Alesco Advisors LLC | 2,038,807 | $100.8M | 0.98% | 2025-12-31 |
| 19 | EVOKE WEALTH, LLC | 1,865,321 | $92.3M | 0.90% | 2025-12-31 |
| 20 | STUDIO INVESTMENT MANAGEMENT LLC | 1,821,477 | $90.1M | 0.88% | 2025-12-31 |
| 21 | SATOVSKY ASSET MANAGEMENT LLC | 1,655,868 | $81.9M | 0.80% | 2025-12-31 |
| 22 | WELLS FARGO & COMPANY/MN | 1,596,517 | $79.0M | 0.77% | 2025-12-31 |
| 23 | BOK Financial Private Wealth, Inc. | 1,573,390 | $77.8M | 0.76% | 2025-12-31 |
| 24 | Russell Investments Group, Ltd. | 1,478,676 | $73.1M | 0.71% | 2025-12-31 |
| 25 | True Link Financial Advisors, LLC | 1,452,626 | $71.8M | 0.70% | 2025-12-31 |
| 26 | First Interstate Bank | 1,371,917 | $67.9M | 0.66% | 2025-12-31 |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,194,460 | $59.1M | 0.57% | 2025-12-31 |
| 28 | Fund Evaluation Group, LLC | 1,183,741 | $58.5M | 0.57% | 2025-12-31 |
| 29 | Focus Partners Advisor Solutions, LLC | 1,101,118 | $54.5M | 0.53% | 2025-12-31 |
| 30 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,031,922 | $51.0M | 0.49% | 2025-12-31 |
| 31 | ASSETMARK, INC | 1,027,588 | $50.8M | 0.49% | 2025-12-31 |
| 32 | UBS Group AG | 1,005,137 | $49.7M | 0.48% | 2025-12-31 |
| 33 | Bank of New York Mellon Corp | 925,653 | $45.8M | 0.44% | 2025-12-31 |
| 34 | Garde Capital, Inc. | 923,594 | $45.7M | 0.44% | 2025-12-31 |
| 35 | Bleakley Financial Group, LLC | 920,002 | $45.5M | 0.44% | 2025-12-31 |
| 36 | Cetera Investment Advisers | 906,209 | $44.8M | 0.43% | 2025-12-31 |
| 37 | Strategic Financial Services, Inc. | 829,148 | $41.2M | 0.40% | 2025-12-31 |
| 38 | Adventist Health System/ West | 766,010 | $37.9M | 0.37% | 2025-12-31 |
| 39 | TRUST CO OF VERMONT | 723,667 | $35.8M | 0.34% | 2025-12-31 |
| 40 | Efficient Advisors, LLC | 713,174 | $35.3M | 0.34% | 2025-12-31 |
| 41 | MOLLER WEALTH PARTNERS | 709,958 | $35.1M | 0.34% | 2025-12-31 |
| 42 | Beacon Capital Management, Inc. | 703,402 | $34.8M | 0.34% | 2025-12-31 |
| 43 | Leonard Rickey Investment Advisors P.L.L.C. | 681,588 | $33.7M | 0.32% | 2025-12-31 |
| 44 | Pacific Sage Partners, LLC | 680,517 | $33.7M | 0.32% | 2025-12-31 |
| 45 | Corient Private Wealth LLC | 669,149 | $33.1M | 0.32% | 2025-12-31 |
| 46 | Cornerstone National Bank & Trust Co | 659,547 | $32.6M | 0.31% | 2025-12-31 |
| 47 | Marotta Asset Management | 656,977 | $32.5M | 0.31% | 2025-12-31 |
| 48 | Cerity Partners LLC | 633,759 | $31.3M | 0.30% | 2025-12-31 |
| 49 | ALTFEST L J & CO INC | 624,486 | $30.9M | 0.30% | 2025-12-31 |
| 50 | SILVER OAK WEALTH ADVISORS SERVICES, LLC | 623,127 | $30.8M | 0.30% | 2025-12-31 |
| 51 | Financial Plan, Inc. | 592,384 | $29.3M | 0.28% | 2025-12-31 |
| 52 | Greystone Financial Group, LLC | 581,891 | $28.8M | 0.28% | 2025-12-31 |
| 53 | Stratos Investment Management, LLC | 579,285 | $28.7M | 0.28% | 2025-12-31 |
| 54 | RAYMOND JAMES FINANCIAL INC | 567,256 | $28.1M | 0.27% | 2025-12-31 |
| 55 | FINANCIAL CONSULATE, INC | 557,604 | $27.6M | 0.26% | 2025-12-31 |
| 56 | 3EDGE Asset Management, LP | 554,367 | $27.4M | 0.26% | 2025-12-31 |
| 57 | BAILARD, INC. | 538,707 | $26.6M | 0.26% | 2025-12-31 |
| 58 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 524,963 | $26.0M | 0.25% | 2025-12-31 |
| 59 | EP Wealth Advisors, LLC | 522,421 | $25.8M | 0.25% | 2025-12-31 |
| 60 | DEFINE FINANCIAL, LLC | 510,398 | $25.2M | 0.24% | 2025-12-31 |
| 61 | Fiduciary Planning LLC | 502,499 | $24.9M | 0.24% | 2025-12-31 |
| 62 | NORTHWEST WEALTH MANAGEMENT, LLC | 497,737 | $24.6M | 0.24% | 2025-12-31 |
| 63 | AMERIPRISE FINANCIAL INC | 485,722 | $24.0M | 0.23% | 2025-12-31 |
| 64 | WEBSTER BANK, N. A. | 471,861 | $23.3M | 0.22% | 2025-12-31 |
| 65 | Royal Bank of Canada | 471,337 | $23.3M | 0.22% | 2025-12-31 |
| 66 | OSAIC HOLDINGS, INC. | 468,183 | $23.2M | 0.22% | 2025-12-31 |
| 67 | Arlington Financial Advisors, LLC | 463,471 | $22.9M | 0.22% | 2025-12-31 |
| 68 | Alaska Permanent Capital Management, LLC | 437,746 | $21.6M | 0.21% | 2025-12-31 |
| 69 | Whelan Financial | 433,770 | $21.5M | 0.20% | 2025-12-31 |
| 70 | Beacon Pointe Advisors, LLC | 430,933 | $21.3M | 0.20% | 2025-12-31 |
| 71 | Sellwood Investment Partners LLC | 425,432 | $21.0M | 0.20% | 2025-12-31 |
| 72 | ProVise Management Group, LLC | 412,997 | $20.4M | 0.19% | 2025-12-31 |
| 73 | Fairway Wealth LLC | 1,103,967 | $20.3M | 0.53% | 2025-12-31 |
| 74 | VAN STRUM & TOWNE INC. | 410,410 | $20.3M | 0.19% | 2025-12-31 |
| 75 | Addison Advisors LLC | 405,650 | $20.1M | 0.19% | 2025-12-31 |
| 76 | Brickley Wealth Management | 404,963 | $20.0M | 0.19% | 2025-12-31 |
| 77 | Apella Capital, LLC | 403,232 | $19.9M | 0.19% | 2025-12-31 |
| 78 | BENNINGFIELD FINANCIAL ADVISORS, LLC | 398,329 | $19.7M | 0.19% | 2025-12-31 |
| 79 | Beaird Harris Wealth Management, LLC | 396,529 | $19.6M | 0.19% | 2025-12-31 |
| 80 | COMMONWEALTH EQUITY SERVICES, LLC | 385,647 | $19.1M | 0.18% | 2025-12-31 |
| 81 | Deane Retirement Strategies, Inc. | 382,212 | $18.9M | 0.18% | 2025-12-31 |
| 82 | Portland Global Advisors LLC | 379,958 | $18.8M | 0.18% | 2025-12-31 |
| 83 | TWIN FOCUS CAPITAL PARTNERS, LLC | 357,905 | $17.7M | 0.17% | 2025-12-31 |
| 84 | MML INVESTORS SERVICES, LLC | 356,516 | $17.6M | 0.17% | 2025-12-31 |
| 85 | Emprise Bank | 352,334 | $17.4M | 0.17% | 2025-12-31 |
| 86 | Burton Enright Welch | 345,508 | $17.1M | 0.16% | 2025-12-31 |
| 87 | Chemistry Wealth Management LLC | 343,863 | $17.0M | 0.16% | 2025-12-31 |
| 88 | Nova R Wealth, Inc. | 339,368 | $16.8M | 0.16% | 2025-12-31 |
| 89 | BlackRock, Inc. | 336,538 | $16.6M | 0.16% | 2025-12-31 |
| 90 | Prosperity Planning, Inc. | 336,401 | $16.6M | 0.16% | 2025-12-31 |
| 91 | STIFEL FINANCIAL CORP | 335,569 | $16.6M | 0.16% | 2025-12-31 |
| 92 | MAYPORT, LLC | 332,424 | $16.4M | 0.16% | 2025-12-31 |
| 93 | Asset Management One Co., Ltd. | 330,367 | $16.3M | 0.15% | 2025-12-31 |
| 94 | North Star Investment Management Corp. | 328,718 | $16.3M | 0.15% | 2025-12-31 |
| 95 | Perigon Wealth Management, LLC | 327,547 | $16.2M | 0.15% | 2025-12-31 |
| 96 | FARMERS & MERCHANTS INVESTMENTS INC | 321,170 | $15.9M | 0.15% | 2025-12-31 |
| 97 | FRANKLIN RESOURCES INC | 319,501 | $15.8M | 0.15% | 2025-12-31 |
| 98 | ALLIANCEBERNSTEIN L.P. | 310,537 | $15.4M | 0.15% | 2025-12-31 |
| 99 | Lifeworks Advisors, LLC | 309,233 | $15.3M | 0.14% | 2025-12-31 |
| 100 | Private Wealth Asset Management, LLC | 295,126 | $14.6M | 0.14% | 2025-12-31 |
| 101 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | 294,703 | $14.6M | 0.14% | 2025-12-31 |
| 102 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 292,109 | $14.4M | 0.14% | 2025-12-31 |
| 103 | Carnegie Investment Counsel | 290,676 | $14.4M | 0.14% | 2025-12-31 |
| 104 | SJS Investment Consulting Inc. | 283,238 | $14.0M | 0.13% | 2025-12-31 |
| 105 | ATMOS ADVISORY, LLC | 282,150 | $14.0M | 0.13% | 2025-12-31 |
| 106 | Verus Financial Partners, Inc. | 277,475 | $13.7M | 0.13% | 2025-12-31 |
| 107 | LPWM LLC | 275,811 | $13.6M | 0.13% | 2025-12-31 |
| 108 | Wingate Wealth Advisors, Inc. | 268,795 | $13.3M | 0.12% | 2025-12-31 |
| 109 | Alaska Wealth Advisors | 268,754 | $13.3M | 0.12% | 2025-12-31 |
| 110 | SWAN Capital LLC | 260,105 | $12.9M | 0.12% | 2025-12-31 |
| 111 | Equitable Holdings, Inc. | 259,084 | $12.8M | 0.12% | 2025-12-31 |
| 112 | Baron Financial Group, LLC | 256,510 | $12.7M | 0.12% | 2025-12-31 |
| 113 | Glenview Trust co | 254,808 | $12.6M | 0.12% | 2025-12-31 |
| 114 | Twelve Points Wealth Management LLC | 245,708 | $12.2M | 0.11% | 2025-12-31 |
| 115 | SB Capital Management Inc | 242,590 | $12.0M | 0.11% | 2025-12-31 |
| 116 | Cresset Asset Management, LLC | 237,530 | $11.9M | 0.11% | 2025-12-31 |
| 117 | Creative Planning | 233,785 | $11.6M | 0.11% | 2025-12-31 |
| 118 | AMG National Trust Bank | 233,272 | $11.5M | 0.11% | 2025-12-31 |
| 119 | ROBERTS GLORE & CO INC /IL/ | 229,976 | $11.4M | 0.11% | 2025-12-31 |
| 120 | CONNABLE OFFICE INC | 227,839 | $11.3M | 0.11% | 2025-12-31 |
| 121 | SIGNET FINANCIAL MANAGEMENT, LLC | 224,632 | $11.1M | 0.10% | 2025-12-31 |
| 122 | 55 North Private Wealth, LLC | 217,623 | $10.8M | 0.10% | 2025-12-31 |
| 123 | CITIGROUP INC | 214,890 | $10.6M | 0.10% | 2025-12-31 |
| 124 | SCOTIA CAPITAL INC. | 210,202 | $10.4M | 0.10% | 2025-12-31 |
| 125 | Ethos Financial Group, LLC | 209,870 | $10.4M | 0.10% | 2025-12-31 |
| 126 | Stratos Wealth Advisors, LLC | 209,681 | $10.4M | 0.10% | 2025-12-31 |
| 127 | LEUTHOLD GROUP, LLC | 209,416 | $10.4M | 0.10% | 2025-12-31 |
| 128 | Farther Finance Advisors, LLC | 207,389 | $10.3M | 0.10% | 2025-12-31 |
| 129 | Brady Martz Wealth Solutions, LLC | 205,239 | $10.2M | 0.09% | 2025-12-31 |
| 130 | Kondo Wealth Advisors, Inc. | 202,873 | $10.0M | 0.09% | 2025-12-31 |
| 131 | Advisory Services Network, LLC | 202,789 | $10.0M | 0.09% | 2025-12-31 |
| 132 | NewEdge Advisors, LLC | 202,482 | $10.0M | 0.09% | 2025-12-31 |
| 133 | TRUIST FINANCIAL CORP | 198,896 | $9.8M | 0.09% | 2025-12-31 |
| 134 | NVWM, LLC | 197,205 | $9.8M | 0.09% | 2025-12-31 |
| 135 | Aurelius Family Office LLC | 196,750 | $9.7M | 0.09% | 2025-12-31 |
| 136 | Opes Wealth Management LLC | 196,030 | $9.7M | 0.09% | 2025-12-31 |
| 137 | PRINCIPAL SECURITIES, INC. | 194,851 | $9.6M | 0.09% | 2025-12-31 |
| 138 | Trust Co | 194,347 | $9.6M | 0.09% | 2025-12-31 |
| 139 | Bulwark Capital Corp | 192,290 | $9.5M | 0.09% | 2025-12-31 |
| 140 | FIDELIS iM, LLC | 192,252 | $9.5M | 0.09% | 2025-12-31 |
| 141 | Procyon Advisors, LLC | 191,136 | $9.5M | 0.09% | 2025-12-31 |
| 142 | SimpliFi, Inc. | 186,039 | $9.2M | 0.08% | 2025-12-31 |
| 143 | MGO ONE SEVEN LLC | 185,090 | $9.2M | 0.08% | 2025-12-31 |
| 144 | Financial & Tax Architects, LLC | 183,575 | $9.1M | 0.08% | 2025-12-31 |
| 145 | ADVOCATE GROUP LLC | 183,481 | $9.1M | 0.08% | 2025-12-31 |
| 146 | Integrated Wealth Concepts LLC | 181,890 | $9.0M | 0.08% | 2025-12-31 |
| 147 | JEPPSON WEALTH MANAGEMENT, LLC | 179,687 | $8.9M | 0.08% | 2025-12-31 |
| 148 | Whitegate Investment Counselors, Inc. | 179,299 | $8.9M | 0.08% | 2025-12-31 |
| 149 | LifeWealth Investments, LLC | 178,203 | $8.8M | 0.08% | 2025-12-31 |
| 150 | Finhabits Advisors LLC | 177,786 | $8.8M | 0.08% | 2025-12-31 |
| 151 | ShankerValleau Wealth Advisors, Inc. | 177,672 | $8.8M | 0.08% | 2025-12-31 |
| 152 | Cherry Tree Wealth Management, LLC | 176,041 | $8.7M | 0.08% | 2025-12-31 |
| 153 | Sovereign Financial Group, Inc. | 171,963 | $8.5M | 0.08% | 2025-12-31 |
| 154 | Sepio Capital, LP | 170,915 | $8.5M | 0.08% | 2025-12-31 |
| 155 | Clarity Capital Advisors, LLC | 170,294 | $8.4M | 0.08% | 2025-12-31 |
| 156 | Allworth Financial LP | 170,251 | $8.4M | 0.08% | 2025-12-31 |
| 157 | SVRN Asset Management, LLC | 169,786 | $8.4M | 0.08% | 2025-12-31 |
| 158 | HBE Wealth Management, LLC | 169,652 | $8.4M | 0.08% | 2025-12-31 |
| 159 | Graves Light Lenhart Wealth, Inc. | 165,299 | $8.2M | 0.07% | 2025-12-31 |
| 160 | Guild Investment Management, Inc. | 164,555 | $8.1M | 0.07% | 2025-12-31 |
| 161 | Magnus Financial Group LLC | 163,412 | $8.1M | 0.07% | 2025-12-31 |
| 162 | WRIGHT WEALTH LLC | 163,139 | $8.1M | 0.07% | 2025-12-31 |
| 163 | C M BIDWELL & ASSOCIATES LTD | 162,364 | $8.0M | 0.07% | 2025-12-31 |
| 164 | Steward Partners Investment Advisory, LLC | 161,182 | $8.0M | 0.07% | 2025-12-31 |
| 165 | Rockefeller Capital Management L.P. | 158,814 | $7.9M | 0.07% | 2025-12-31 |
| 166 | Roundview Capital LLC | 158,642 | $7.8M | 0.07% | 2025-12-31 |
| 167 | North Ridge Wealth Advisors, Inc. | 158,621 | $7.8M | 0.07% | 2025-12-31 |
| 168 | Family CFO Inc | 157,927 | $7.8M | 0.07% | 2025-12-31 |
| 169 | Envestnet Portfolio Solutions, Inc. | 156,785 | $7.8M | 0.07% | 2025-12-31 |
| 170 | INTEGRITY ALLIANCE, LLC. | 154,049 | $7.6M | 0.07% | 2025-12-31 |
| 171 | Ameritas Advisory Services, LLC | 153,418 | $7.6M | 0.07% | 2025-12-31 |
| 172 | Gradient Capital Advisors, LLC | 153,383 | $7.6M | 0.07% | 2025-12-31 |
| 173 | Yeomans Consulting Group, Inc. | 151,299 | $7.5M | 0.07% | 2025-12-31 |
| 174 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 144,845 | $7.2M | 0.07% | 2025-12-31 |
| 175 | Fort Vancouver Investment Management, LLC | 144,260 | $7.1M | 0.06% | 2025-12-31 |
| 176 | TPG Financial Advisors, LLC | 143,750 | $7.1M | 0.06% | 2025-12-31 |
| 177 | MERCER GLOBAL ADVISORS INC /ADV | 143,404 | $7.1M | 0.06% | 2025-12-31 |
| 178 | XY Planning Network, Inc. | 143,100 | $7.1M | 0.06% | 2025-12-31 |
| 179 | ATLAS CAPITAL ADVISORS INC. | 141,028 | $7.0M | 0.06% | 2025-12-31 |
| 180 | FAMILY WEALTH PARTNERS, LLC | 133,916 | $6.6M | 0.06% | 2025-12-31 |
| 181 | White Lighthouse Investment Management Inc. | 131,912 | $6.5M | 0.06% | 2025-12-31 |
| 182 | Banco Santander, S.A. | 130,387 | $6.4M | 0.06% | 2025-12-31 |
| 183 | Mariner, LLC | 127,614 | $6.3M | 0.06% | 2025-12-31 |
| 184 | Elevation Capital Advisory, LLC | 127,369 | $6.3M | 0.06% | 2025-12-31 |
| 185 | Plum Street Advisors, LLC | 126,350 | $6.2M | 0.06% | 2025-12-31 |
| 186 | Peirce Capital Management, LLC | 125,418 | $6.2M | 0.06% | 2025-12-31 |
| 187 | Tilson Financial Group, Inc. | 125,215 | $6.2M | 0.06% | 2025-12-31 |
| 188 | Friday Financial | 122,018 | $6.0M | 0.05% | 2025-12-31 |
| 189 | Breakwater Capital Group | 121,802 | $6.0M | 0.05% | 2025-12-31 |
| 190 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 120,548 | $6.0M | 0.05% | 2025-12-31 |
| 191 | AQR CAPITAL MANAGEMENT LLC | 120,024 | $5.9M | 0.05% | 2025-12-31 |
| 192 | Callan Family Office, LLC | 116,867 | $5.8M | 0.05% | 2025-12-31 |
| 193 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 116,819 | $5.8M | 0.05% | 2025-12-31 |
| 194 | Essential Planning, LLC. | 115,356 | $5.7M | 0.05% | 2025-12-31 |
| 195 | TME FINANCIAL, INC. | 114,792 | $5.7M | 0.05% | 2025-12-31 |
| 196 | CARDIFF PARK ADVISORS, LLC | 114,778 | $5.7M | 0.05% | 2025-12-31 |
| 197 | Meritas Wealth Management, LLC | 114,277 | $5.7M | 0.05% | 2025-12-31 |
| 198 | Private Advisor Group, LLC | 113,441 | $5.6M | 0.05% | 2025-12-31 |
| 199 | Greenbush Financial Group, LLC | 111,584 | $5.5M | 0.05% | 2025-12-31 |
| 200 | Spire Wealth Management | 109,031 | $5.4M | 0.05% | 2025-12-31 |
| 201 | Curran Financial Partners, LLC | 106,656 | $5.3M | 0.05% | 2025-12-31 |
| 202 | Shotwell Rutter Baer Inc | 104,480 | $5.2M | 0.05% | 2025-12-31 |
| 203 | Kestra Advisory Services, LLC | 104,547 | $5.2M | 0.05% | 2025-12-31 |
| 204 | Certified Advisory Corp | 104,296 | $5.2M | 0.05% | 2025-12-31 |
| 205 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 101,721 | $5.0M | 0.04% | 2025-12-31 |
| 206 | Aspirean Wealth, LLC | 101,407 | $5.0M | 0.04% | 2025-12-31 |
| 207 | ANDERSON HOAGLAND & CO | 100,743 | $5.0M | 0.04% | 2025-12-31 |
| 208 | Manuka Financial, LLC | 99,304 | $4.9M | 0.04% | 2025-12-31 |
| 209 | POINCIANA ADVISORS GROUP, LLC | 99,106 | $4.9M | 0.04% | 2025-12-31 |
| 210 | Austin Asset Management Co Inc | 97,902 | $4.8M | 0.04% | 2025-12-31 |
| 211 | GOULD ASSET MANAGEMENT LLC /CA/ | 97,007 | $4.8M | 0.04% | 2025-12-31 |
| 212 | HUTCHINSON CAPITAL MANAGEMENT/CA | 96,853 | $4.8M | 0.04% | 2025-12-31 |
| 213 | Destiny Wealth Partners, LLC | 95,845 | $4.7M | 0.04% | 2025-12-31 |
| 214 | Sequoia Financial Advisors, LLC | 93,240 | $4.6M | 0.04% | 2025-12-31 |
| 215 | Hoese & Co LLP | 91,772 | $4.5M | 0.04% | 2025-12-31 |
| 216 | Petersen Hastings Wealth Advisors Inc. | 90,582 | $4.5M | 0.04% | 2025-12-31 |
| 217 | Symmetry Partners, LLC | 90,473 | $4.5M | 0.04% | 2025-12-31 |
| 218 | Squire Investment Management Company, LLC | 89,722 | $4.4M | 0.04% | 2025-12-31 |
| 219 | CARY STREET PARTNERS FINANCIAL LLC | 89,491 | $4.4M | 0.04% | 2025-12-31 |
| 220 | DELAP WEALTH ADVISORY, LLC | 86,101 | $4.3M | 0.04% | 2025-12-31 |
| 221 | Lutz Financial Services LLC | 85,530 | $4.2M | 0.04% | 2025-12-31 |
| 222 | MARYLAND CAPITAL ADVISORS INC. | 85,416 | $4.2M | 0.04% | 2025-12-31 |
| 223 | WEST PACES ADVISORS INC. | 84,189 | $4.2M | 0.04% | 2025-12-31 |
| 224 | Genesis Wealth Advisors, LLC | 83,912 | $4.2M | 0.04% | 2025-12-31 |
| 225 | Hurlow Wealth Management Group, Inc. | 83,092 | $4.1M | 0.04% | 2025-12-31 |
| 226 | Belleair Asset Management, LLC | 82,575 | $4.1M | 0.03% | 2025-12-31 |
| 227 | Virtue Capital Management, LLC | 25,173 | $4.1M | 0.01% | 2025-12-31 |
| 228 | ASPIRIANT, LLC | 81,710 | $4.0M | 0.03% | 2025-12-31 |
| 229 | PRIVATE CLIENT SERVICES, LLC | 80,120 | $4.0M | 0.03% | 2025-12-31 |
| 230 | Mirae Asset Global Investments Co., Ltd. | 79,850 | $3.9M | 0.03% | 2025-12-31 |
| 231 | Passive Capital Management, LLC. | 78,774 | $3.9M | 0.03% | 2025-12-31 |
| 232 | Sanctuary Advisors, LLC | 77,454 | $3.8M | 0.03% | 2025-12-31 |
| 233 | Secure Asset Management, LLC | 77,262 | $3.8M | 0.03% | 2025-12-31 |
| 234 | CogentBlue Wealth Advisors, LLC | 76,258 | $3.8M | 0.03% | 2025-12-31 |
| 235 | RITHOLTZ WEALTH MANAGEMENT | 75,612 | $3.7M | 0.03% | 2025-12-31 |
| 236 | RAM Investment Partners, LLC | 75,444 | $3.7M | 0.03% | 2025-12-31 |
| 237 | Fiduciary Trust Co | 74,938 | $3.7M | 0.03% | 2025-12-31 |
| 238 | FIRST AMERICAN TRUST, FSB | 73,355 | $3.6M | 0.03% | 2025-12-31 |
| 239 | SFM, LLC | 72,981 | $3.6M | 0.03% | 2025-12-31 |
| 240 | Lido Advisors, LLC | 71,174 | $3.6M | 0.03% | 2025-12-31 |
| 241 | Southeast Asset Advisors, LLC | 72,820 | $3.6M | 0.03% | 2025-12-31 |
| 242 | FIRST HAWAIIAN BANK | 71,481 | $3.5M | 0.03% | 2025-12-31 |
| 243 | Global Retirement Partners, LLC | 71,201 | $3.5M | 0.03% | 2025-12-31 |
| 244 | Private Wealth Management Group, LLC | 70,774 | $3.5M | 0.03% | 2025-12-31 |
| 245 | K2 Financial Inc. | 69,617 | $3.4M | 0.03% | 2025-12-31 |
| 246 | Chicago Partners Investment Group LLC | 69,237 | $3.4M | 0.03% | 2025-12-31 |
| 247 | JONES FINANCIAL COMPANIES LLLP | 69,164 | $3.4M | 0.03% | 2025-12-31 |
| 248 | Baird Financial Group, Inc. | 69,130 | $3.4M | 0.03% | 2025-12-31 |
| 249 | Prism Planning Partners LLC | 68,754 | $3.4M | 0.03% | 2025-12-31 |
| 250 | Almanack Investment Partners, LLC. | 68,119 | $3.4M | 0.03% | 2025-12-31 |
| 251 | AMES NATIONAL CORP | 67,724 | $3.3M | 0.03% | 2025-12-31 |
| 252 | IFG Advisory, LLC | 67,346 | $3.3M | 0.03% | 2025-12-31 |
| 253 | BLAIR WILLIAM & CO/IL | 67,256 | $3.3M | 0.03% | 2025-12-31 |
| 254 | Comprehensive Money Management Services LLC | 67,236 | $3.3M | 0.03% | 2025-12-31 |
| 255 | Fortune Financial Advisors, LLC | 66,790 | $3.3M | 0.03% | 2025-12-31 |
| 256 | TD PRIVATE CLIENT WEALTH LLC | 66,505 | $3.3M | 0.03% | 2025-12-31 |
| 257 | NEPC LLC | 65,564 | $3.2M | 0.03% | 2025-12-31 |
| 258 | Sagace Wealth Management LLC | 65,293 | $3.2M | 0.03% | 2025-12-31 |
| 259 | Dynamic Advisor Solutions LLC | 65,253 | $3.2M | 0.03% | 2025-12-31 |
| 260 | Cranbrook Wealth Management, LLC | 64,298 | $3.2M | 0.03% | 2025-12-31 |
| 261 | Integrated Advisors Network LLC | 64,099 | $3.2M | 0.03% | 2025-12-31 |
| 262 | US BANCORP \DE\ | 63,819 | $3.2M | 0.03% | 2025-12-31 |
| 263 | SAGE RHINO CAPITAL LLC | 62,769 | $3.1M | 0.03% | 2025-12-31 |
| 264 | Liberty Capital Management, Inc. | 61,721 | $3.1M | 0.02% | 2025-12-31 |
| 265 | ARK & TLK INVESTMENTS, LLC | 61,656 | $3.0M | 0.02% | 2025-12-31 |
| 266 | FINANCIAL LIFE ADVISORS | 61,087 | $3.0M | 0.02% | 2025-12-31 |
| 267 | Opus Financial Solutions LLC | 61,049 | $3.0M | 0.02% | 2025-12-31 |
| 268 | Chesley Taft & Associates LLC | 60,999 | $3.0M | 0.02% | 2025-12-31 |
| 269 | OMNI 360 Wealth, Inc. | 60,010 | $3.0M | 0.02% | 2025-12-31 |
| 270 | Advisory Alpha, LLC | 59,842 | $3.0M | 0.02% | 2025-12-31 |
| 271 | Generations Wealth, LLC | 59,450 | $2.9M | 0.02% | 2025-12-31 |
| 272 | WEALTHEDGE INVESTMENT ADVISORS, LLC | 59,372 | $2.9M | 0.02% | 2025-12-31 |
| 273 | Farrell Financial LLC | 59,249 | $2.9M | 0.02% | 2025-12-31 |
| 274 | Merit Financial Group, LLC | 58,486 | $2.9M | 0.02% | 2025-12-31 |
| 275 | Richmond Brothers, Inc. | 58,461 | $2.9M | 0.02% | 2025-12-31 |
| 276 | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 58,388 | $2.9M | 0.02% | 2025-12-31 |
| 277 | Regal Investment Advisors LLC | 58,286 | $2.9M | 0.02% | 2025-12-31 |
| 278 | Avant Financial Advisors LLC | 57,395 | $2.8M | 0.02% | 2025-12-31 |
| 279 | Centurion Wealth Management LLC | 56,975 | $2.8M | 0.02% | 2025-12-31 |
| 280 | Sharper & Granite LLC | 55,988 | $2.8M | 0.02% | 2025-12-31 |
| 281 | Boston Standard Wealth Management, LLC | 55,906 | $2.8M | 0.02% | 2025-12-31 |
| 282 | JMG Financial Group, Ltd. | 55,487 | $2.7M | 0.02% | 2025-12-31 |
| 283 | Conrad Siegel Investment Advisors, Inc. | 55,261 | $2.7M | 0.02% | 2025-12-31 |
| 284 | Sigma Planning Corp | 55,139 | $2.7M | 0.02% | 2025-12-31 |
| 285 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 54,874 | $2.7M | 0.02% | 2025-12-31 |
| 286 | Atria Investments, Inc | 54,655 | $2.7M | 0.02% | 2025-12-31 |
| 287 | Barry Investment Advisors, LLC | 53,462 | $2.6M | 0.02% | 2025-12-31 |
| 288 | Modera Wealth Management, LLC | 53,211 | $2.6M | 0.02% | 2025-12-31 |
| 289 | Lakewood Asset Management LLC | 53,132 | $2.6M | 0.02% | 2025-12-31 |
| 290 | Heritage Trust Co | 53,107 | $2.6M | 0.02% | 2025-12-31 |
| 291 | NORTHERN TRUST CORP | 53,079 | $2.6M | 0.02% | 2025-12-31 |
| 292 | FLAGSHIP HARBOR ADVISORS, LLC | 53,816 | $2.6M | 0.02% | 2025-12-31 |
| 293 | Asset Allocation Strategies LLC | 52,559 | $2.6M | 0.02% | 2025-12-31 |
| 294 | MONARCH CAPITAL MANAGEMENT INC | 52,476 | $2.6M | 0.02% | 2025-12-31 |
| 295 | OneDigital Investment Advisors LLC | 51,729 | $2.6M | 0.02% | 2025-12-31 |
| 296 | Lodestone Wealth Management LLC | 51,412 | $2.5M | 0.02% | 2025-12-31 |
| 297 | D.A. DAVIDSON & CO. | 51,348 | $2.5M | 0.02% | 2025-12-31 |
| 298 | Sterling Financial Planning, Inc. | 50,818 | $2.5M | 0.02% | 2025-12-31 |
| 299 | Veery Capital, LLC | 50,658 | $2.5M | 0.02% | 2025-12-31 |
| 300 | STALEY CAPITAL ADVISERS INC | 50,425 | $2.5M | 0.02% | 2025-12-31 |
| 301 | Apriem Advisors | 50,259 | $2.5M | 0.02% | 2025-12-31 |
| 302 | HTG Investment Advisors, Inc. | 49,832 | $2.5M | 0.02% | 2025-12-31 |
| 303 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 49,778 | $2.5M | 0.02% | 2025-12-31 |
| 304 | Dorsey & Whitney Trust CO LLC | 49,000 | $2.4M | 0.02% | 2025-12-31 |
| 305 | Hegarty Advisors, LLC | 48,927 | $2.4M | 0.02% | 2025-12-31 |
| 306 | PALLADIEM, LLC | 48,782 | $2.4M | 0.02% | 2025-12-31 |
| 307 | Gilbert Capital Group, Inc. | 48,731 | $2.4M | 0.02% | 2025-12-31 |
| 308 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 48,597 | $2.4M | 0.02% | 2025-12-31 |
| 309 | Compton Financial Group, LLC | 48,414 | $2.4M | 0.02% | 2025-12-31 |
| 310 | Florin Court Capital LLP | 48,100 | $2.4M | 0.02% | 2025-12-31 |
| 311 | CAPTRUST FINANCIAL ADVISORS | 47,858 | $2.4M | 0.02% | 2025-12-31 |
| 312 | New Dimensions Wealth Management, LLC | 47,599 | $2.4M | 0.02% | 2025-12-31 |
| 313 | SpringVest Wealth Management LLC | 47,563 | $2.4M | 0.02% | 2025-12-31 |
| 314 | AVALON CAPITAL MANAGEMENT | 46,924 | $2.3M | 0.02% | 2025-12-31 |
| 315 | Altiora Financial Group, LLC | 46,844 | $2.3M | 0.02% | 2025-12-31 |
| 316 | Fifth Third Securities, Inc. | 46,662 | $2.3M | 0.02% | 2025-12-31 |
| 317 | BBR PARTNERS, LLC | 46,632 | $2.3M | 0.02% | 2025-12-31 |
| 318 | Compound Planning, Inc. | 46,544 | $2.3M | 0.02% | 2025-12-31 |
| 319 | Hirtle Callaghan & Co LLC | 46,159 | $2.3M | 0.02% | 2025-12-31 |
| 320 | CGN Advisors LLC | 45,847 | $2.3M | 0.02% | 2025-12-31 |
| 321 | Arbor Investment Advisors, LLC | 45,575 | $2.3M | 0.02% | 2025-12-31 |
| 322 | HEADINVEST, LLC | 45,560 | $2.3M | 0.02% | 2025-12-31 |
| 323 | Vistica Wealth Advisors, LLC | 45,504 | $2.3M | 0.02% | 2025-12-31 |
| 324 | Balanced Rock Investment Advisors LLC | 45,470 | $2.2M | 0.02% | 2025-12-31 |
| 325 | Ifrah Financial Services, Inc. | 45,422 | $2.2M | 0.02% | 2025-12-31 |
| 326 | Motley Fool Wealth Management, LLC | 45,207 | $2.2M | 0.02% | 2025-12-31 |
| 327 | EQUITY INVESTMENT CORP | 45,058 | $2.2M | 0.02% | 2025-12-31 |
| 328 | Approach Retirement Advisors, LLC | 44,950 | $2.2M | 0.02% | 2025-12-31 |
| 329 | EXCHANGE TRADED CONCEPTS, LLC | 44,604 | $2.2M | 0.02% | 2025-12-31 |
| 330 | ELEVATE WEALTH ADVISORY, INC | 44,116 | $2.2M | 0.02% | 2025-12-31 |
| 331 | RFG - Bristol Wealth Advisors, LLC | 43,594 | $2.2M | 0.02% | 2025-12-31 |
| 332 | MACROVIEW INVESTMENT MANAGEMENT LLC | 43,464 | $2.1M | 0.02% | 2025-12-31 |
| 333 | Columbus Macro, LLC | 43,298 | $2.1M | 0.02% | 2025-12-31 |
| 334 | LEGACY FINANCIAL GROUP, INC. | 43,231 | $2.1M | 0.02% | 2025-12-31 |
| 335 | Triad Wealth Partners, LLC | 43,217 | $2.1M | 0.02% | 2025-12-31 |
| 336 | Edgestream Partners, L.P. | 42,451 | $2.1M | 0.02% | 2025-12-31 |
| 337 | Zeit Capital LLC | 42,135 | $2.1M | 0.02% | 2025-12-31 |
| 338 | Seed Wealth Management, Inc. | 42,043 | $2.1M | 0.02% | 2025-12-31 |
| 339 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 41,603 | $2.1M | 0.02% | 2025-12-31 |
| 340 | Perfromance Wealth Partners, LLC | 41,350 | $2.0M | 0.01% | 2025-12-31 |
| 341 | KEYVANTAGE WEALTH, LLC | 41,227 | $2.0M | 0.01% | 2025-12-31 |
| 342 | Bristlecone Value Partners, LLC | 39,846 | $2.0M | 0.01% | 2025-12-31 |
| 343 | Cypress Capital, LLC | 39,748 | $2.0M | 0.01% | 2025-12-31 |
| 344 | Retirement Planning Group, LLC | 39,643 | $2.0M | 0.01% | 2025-12-31 |
| 345 | Centennial Advisors, LLC | 38,863 | $1.9M | 0.01% | 2025-12-31 |
| 346 | J. Team Financial, Inc. | 37,914 | $1.9M | 0.01% | 2025-12-31 |
| 347 | Timber Creek Capital Management LLC | 38,399 | $1.9M | 0.01% | 2025-12-31 |
| 348 | EXENCIAL WEALTH ADVISORS, LLC | 38,098 | $1.9M | 0.01% | 2025-12-31 |
| 349 | DORVAL Corp | 37,500 | $1.9M | 0.01% | 2025-12-31 |
| 350 | Sheridan Capital Management, LLC | 37,153 | $1.8M | 0.01% | 2025-12-31 |
| 351 | TILIA FIDUCIARY PARTNERS, INC. | 36,941 | $1.8M | 0.01% | 2025-12-31 |
| 352 | Level Financial Advisors | 36,832 | $1.8M | 0.01% | 2025-12-31 |
| 353 | Clear Creek Financial Management, LLC | 36,608 | $1.8M | 0.01% | 2025-12-31 |
| 354 | Aegis Wealth Management LLC | 36,303 | $1.8M | 0.01% | 2025-12-31 |
| 355 | Disciplined Investments, LLC | 36,289 | $1.8M | 0.01% | 2025-12-31 |
| 356 | Greenspring Advisors, LLC | 36,139 | $1.8M | 0.01% | 2025-12-31 |
| 357 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 36,023 | $1.8M | 0.01% | 2025-12-31 |
| 358 | Visionary Wealth Advisors | 36,007 | $1.8M | 0.01% | 2025-12-31 |
| 359 | Crabel Capital Management, LLC | 35,699 | $1.8M | 0.01% | 2025-12-31 |
| 360 | Conservest Capital Advisors, Inc. | 35,056 | $1.7M | 0.01% | 2025-12-31 |
| 361 | GC Wealth Management RIA, LLC | 34,898 | $1.7M | 0.01% | 2025-12-31 |
| 362 | Seneschal Advisors, LLC | 34,835 | $1.7M | 0.01% | 2025-12-31 |
| 363 | L. Roy Papp & Associates, LLP | 34,697 | $1.7M | 0.01% | 2025-12-31 |
| 364 | DIVERSIFY WEALTH MANAGEMENT, LLC | 34,620 | $1.7M | 0.01% | 2025-12-31 |
| 365 | ArchPoint Investors | 34,614 | $1.7M | 0.01% | 2025-12-31 |
| 366 | H&H Retirement Design & Management INC | 34,260 | $1.7M | 0.01% | 2025-12-31 |
| 367 | Glass Jacobson Investment Advisors llc | 34,378 | $1.7M | 0.01% | 2025-12-31 |
| 368 | Csenge Advisory Group | 33,614 | $1.7M | 0.01% | 2025-12-31 |
| 369 | Clearstead Advisors, LLC | 33,612 | $1.7M | 0.01% | 2025-12-31 |
| 370 | CREATIVE FINANCIAL DESIGNS INC /ADV | 33,341 | $1.6M | 0.01% | 2025-12-31 |
| 371 | BROWN WEALTH MANAGEMENT, LLC | 33,219 | $1.6M | 0.01% | 2025-12-31 |
| 372 | Waverly Advisors, LLC | 32,704 | $1.6M | 0.01% | 2025-12-31 |
| 373 | Arkadios Wealth Advisors | 32,548 | $1.6M | 0.01% | 2025-12-31 |
| 374 | Smartleaf Asset Management LLC | 32,318 | $1.6M | 0.01% | 2025-12-31 |
| 375 | MASECO LLP | 32,302 | $1.6M | 0.01% | 2025-12-31 |
| 376 | Aptus Capital Advisors, LLC | 32,065 | $1.6M | 0.01% | 2025-12-31 |
| 377 | Evanson Asset Management, LLC | 31,677 | $1.6M | 0.01% | 2025-12-31 |
| 378 | Aries Wealth Management | 31,566 | $1.6M | 0.01% | 2025-12-31 |
| 379 | Pinnacle Financial Partners, Inc. | 31,513 | $1.6M | 0.01% | 2025-12-31 |
| 380 | AXS Investments LLC | 31,466 | $1.6M | 0.01% | 2025-12-31 |
| 381 | HUNTINGTON NATIONAL BANK | 30,715 | $1.5M | 0.01% | 2025-12-31 |
| 382 | JT Stratford LLC | 30,697 | $1.5M | 0.01% | 2025-12-31 |
| 383 | Baker Ellis Asset Management LLC | 30,400 | $1.5M | 0.01% | 2025-12-31 |
| 384 | COMERICA BANK | 30,325 | $1.5M | 0.01% | 2025-12-31 |
| 385 | Rinkey Investments | 29,983 | $1.5M | 0.01% | 2025-12-31 |
| 386 | Oak Harvest Investment Services | 29,712 | $1.5M | 0.01% | 2025-12-31 |
| 387 | Breakwater Investment Management | 29,326 | $1.5M | 0.01% | 2025-12-31 |
| 388 | EARNED WEALTH ADVISORS, LLC | 29,100 | $1.4M | 0.01% | 2025-12-31 |
| 389 | CIBC Private Wealth Group LLC | 28,868 | $1.4M | 0.01% | 2025-12-31 |
| 390 | HANOVER ADVISORS INC | 28,793 | $1.4M | 0.01% | 2025-12-31 |
| 391 | M&T Bank Corp | 28,709 | $1.4M | 0.01% | 2025-12-31 |
| 392 | Kathmere Capital Management, LLC | 28,703 | $1.4M | 0.01% | 2025-12-31 |
| 393 | Benin Management CORP | 28,666 | $1.4M | 0.01% | 2025-12-31 |
| 394 | Calder Financial LLC | 28,572 | $1.4M | 0.01% | 2025-12-31 |
| 395 | Foundation Wealth Management, LLC\PA | 28,508 | $1.4M | 0.01% | 2025-12-31 |
| 396 | Forum Financial Management, LP | 28,464 | $1.4M | 0.01% | 2025-12-31 |
| 397 | Rede Wealth, LLC | 28,406 | $1.4M | 0.01% | 2025-12-31 |
| 398 | Pekin Hardy Strauss, Inc. | 27,953 | $1.4M | 0.01% | 2025-12-31 |
| 399 | Kaufman Rossin Wealth, LLC | 27,885 | $1.4M | 0.01% | 2025-12-31 |
| 400 | Savvy Advisors, Inc. | 27,617 | $1.4M | 0.01% | 2025-12-31 |
| 401 | Continuum Advisory, LLC | 27,610 | $1.4M | 0.01% | 2025-12-31 |
| 402 | Stratos Wealth Partners, LTD. | 27,350 | $1.4M | 0.01% | 2025-12-31 |
| 403 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 27,253 | $1.3M | 0.01% | 2025-12-31 |
| 404 | Tranquilli Financial Advisor LLC | 26,729 | $1.3M | 0.01% | 2025-12-31 |
| 405 | Discipline Wealth Solutions, LLC | 26,623 | $1.3M | 0.01% | 2025-12-31 |
| 406 | TWO SIGMA SECURITIES, LLC | 26,534 | $1.3M | 0.01% | 2025-12-31 |
| 407 | Maltin Wealth Management, Inc. | 26,438 | $1.3M | 0.01% | 2025-12-31 |
| 408 | Marathon Strategic Advisors, LLC | 26,421 | $1.3M | 0.01% | 2025-12-31 |
| 409 | AXXCESS WEALTH MANAGEMENT, LLC | 26,303 | $1.3M | 0.01% | 2025-12-31 |
| 410 | S.A. Mason LLC | 25,864 | $1.3M | 0.01% | 2025-12-31 |
| 411 | SMITHBRIDGE ASSET MANAGEMENT INC/DE | 25,858 | $1.3M | 0.01% | 2025-12-31 |
| 412 | NATIONAL BANK OF CANADA /FI/ | 25,354 | $1.3M | 0.01% | 2025-12-31 |
| 413 | Quantinno Capital Management LP | 25,207 | $1.2M | 0.01% | 2025-12-31 |
| 414 | Donalies Financial Planning, LLC | 25,173 | $1.2M | 0.01% | 2025-12-31 |
| 415 | Tradewinds, LLC. | 24,799 | $1.2M | 0.01% | 2025-12-31 |
| 416 | Mustard Seed Financial, LLC | 24,258 | $1.2M | 0.01% | 2025-12-31 |
| 417 | CLUNE & ASSOCIATES, LTD. | 23,958 | $1.2M | 0.01% | 2025-12-31 |
| 418 | MAI Capital Management | 23,824 | $1.2M | 0.01% | 2025-12-31 |
| 419 | SILVER OAK SECURITIES, INCORPORATED | 23,813 | $1.2M | 0.01% | 2025-12-31 |
| 420 | Innovative Wealth Building LLC | 23,753 | $1.2M | 0.01% | 2025-12-31 |
| 421 | MA Private Wealth | 23,537 | $1.2M | 0.01% | 2025-12-31 |
| 422 | Sage Capital Management, LLC | 23,402 | $1.2M | 0.01% | 2025-12-31 |
| 423 | SHEETS SMITH WEALTH MANAGEMENT | 23,254 | $1.2M | 0.01% | 2025-12-31 |
| 424 | Midwest Trust Co | 22,775 | $1.1M | 0.01% | 2025-12-31 |
| 425 | World Investment Advisors | 26,923 | $1.1M | 0.01% | 2025-12-31 |
| 426 | Successful Portfolios LLC | 22,480 | $1.1M | 0.01% | 2025-12-31 |
| 427 | MFA Wealth Services | 22,447 | $1.1M | 0.01% | 2025-12-31 |
| 428 | Mutual Advisors, LLC | 22,309 | $1.1M | 0.01% | 2025-12-31 |
| 429 | Orion Porfolio Solutions, LLC | 22,280 | $1.1M | 0.01% | 2025-12-31 |
| 430 | Ares Financial Consulting, LLC | 22,089 | $1.1M | 0.01% | 2025-12-31 |
| 431 | FC Advisory LLC | 21,907 | $1.1M | 0.01% | 2025-12-31 |
| 432 | CLARIS ADVISORS, LLC / MO / | 21,797 | $1.1M | 0.01% | 2025-12-31 |
| 433 | Tortoise Investment Management, LLC | 21,385 | $1.1M | 0.01% | 2025-12-31 |
| 434 | Capstone Wealth Management, LLC | 21,311 | $1.1M | 0.01% | 2025-12-31 |
| 435 | Jackson Hole Capital Partners, LLC | 21,155 | $1.0M | 0.01% | 2025-12-31 |
| 436 | AssuredPartners Investment Advisors, LLC | 20,926 | $1.0M | 0.01% | 2025-12-31 |
| 437 | Prosperity Advisers, LLC | 20,888 | $1.0M | 0.01% | 2025-12-31 |
| 438 | Brookwood Investment Group LLC | 20,696 | $1.0M | 0.01% | 2025-12-31 |
| 439 | Stewardship Advisors, LLC | 20,482 | $1.0M | 0.00% | 2025-12-31 |
| 440 | Unison Advisors LLC | 20,467 | $1.0M | 0.00% | 2025-12-31 |
| 441 | OPPENHEIMER ASSET MANAGEMENT INC. | 20,425 | $1.0M | 0.00% | 2025-12-31 |
| 442 | Bulltick Wealth Management, LLC | 20,276 | $1.0M | 0.00% | 2025-12-31 |
| 443 | Round Rock Advisors, LLC | 20,219 | $1.0M | 0.00% | 2025-12-31 |
| 444 | FMB WEALTH MANAGEMENT | 20,099 | $994.1K | 0.00% | 2025-12-31 |
| 445 | BAKER TILLY WEALTH MANAGEMENT, LLC | 20,068 | $992.6K | 0.00% | 2025-12-31 |