CUSIP 92203J407
VANGUARD CHARLOTTE FDS
422 institutions · $32.82B total · 707,570,902 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 214,456,124 | $10.36B | 30.30% | 2025-12-31 |
| 2 | BANK OF AMERICA CORP /DE/ | 129,552,693 | $6.26B | 18.30% | 2025-12-31 |
| 3 | VANGUARD GROUP INC | 51,291,886 | $2.48B | 7.24% | 2025-12-31 |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 47,193,352 | $2.28B | 6.66% | 2025-12-31 |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | 34,728,517 | $1.68B | 4.90% | 2025-12-31 |
| 6 | SEI INVESTMENTS CO | 11,529,445 | $557.1M | 1.62% | 2025-12-31 |
| 7 | LPL Financial LLC | 11,310,004 | $546.5M | 1.59% | 2025-12-31 |
| 8 | Envestnet Portfolio Solutions, Inc. | 10,216,629 | $493.7M | 1.44% | 2025-12-31 |
| 9 | Savant Capital, LLC | 9,606,480 | $464.2M | 1.35% | 2025-12-31 |
| 10 | Royal Bank of Canada | 8,335,823 | $402.8M | 1.17% | 2025-12-31 |
| 11 | Empower Advisory Group, LLC | 8,168,332 | $394.7M | 1.15% | 2025-12-31 |
| 12 | ASSETMARK, INC | 6,216,190 | $300.4M | 0.87% | 2025-12-31 |
| 13 | ALLIANCEBERNSTEIN L.P. | 5,443,006 | $263.0M | 0.76% | 2025-12-31 |
| 14 | Cetera Investment Advisers | 5,341,499 | $258.1M | 0.75% | 2025-12-31 |
| 15 | MORGAN STANLEY | 5,048,965 | $244.0M | 0.71% | 2025-12-31 |
| 16 | LINCOLN NATIONAL CORP | 4,628,933 | $223.7M | 0.65% | 2025-12-31 |
| 17 | Bank of New York Mellon Corp | 4,510,337 | $217.9M | 0.63% | 2025-12-31 |
| 18 | &PARTNERS | 3,410,407 | $165.1M | 0.48% | 2025-12-31 |
| 19 | TIAA TRUST, NATIONAL ASSOCIATION | 2,464,692 | $119.1M | 0.34% | 2025-12-31 |
| 20 | Ally Invest Advisors Inc. | 2,351,481 | $113.6M | 0.33% | 2025-12-31 |
| 21 | Beacon Pointe Advisors, LLC | 2,308,892 | $111.6M | 0.32% | 2025-12-31 |
| 22 | AMERIPRISE FINANCIAL INC | 2,270,690 | $109.7M | 0.32% | 2025-12-31 |
| 23 | MML INVESTORS SERVICES, LLC | 1,784,550 | $86.2M | 0.25% | 2025-12-31 |
| 24 | Mirae Asset Global Investments Co., Ltd. | 1,754,862 | $84.8M | 0.24% | 2025-12-31 |
| 25 | Hardy Reed LLC | 1,391,168 | $67.2M | 0.19% | 2025-12-31 |
| 26 | TRUIST FINANCIAL CORP | 1,376,119 | $66.5M | 0.19% | 2025-12-31 |
| 27 | Alaska Permanent Capital Management, LLC | 1,345,411 | $65.0M | 0.19% | 2025-12-31 |
| 28 | Prime Capital Investment Advisors, LLC | 1,281,859 | $61.9M | 0.18% | 2025-12-31 |
| 29 | P/E Global LLC | 1,274,817 | $61.6M | 0.18% | 2025-12-31 |
| 30 | Partners in Financial Planning | 1,163,482 | $56.2M | 0.16% | 2025-12-31 |
| 31 | OSAIC HOLDINGS, INC. | 1,158,304 | $56.0M | 0.16% | 2025-12-31 |
| 32 | Pure Financial Advisors, LLC | 1,143,541 | $55.3M | 0.16% | 2025-12-31 |
| 33 | WELLS FARGO & COMPANY/MN | 1,116,722 | $54.0M | 0.15% | 2025-12-31 |
| 34 | Capstone Financial Advisors, Inc. | 1,107,654 | $53.5M | 0.15% | 2025-12-31 |
| 35 | OneDigital Investment Advisors LLC | 1,089,671 | $52.7M | 0.15% | 2025-12-31 |
| 36 | Apella Capital, LLC | 1,083,328 | $52.3M | 0.15% | 2025-12-31 |
| 37 | COUNTRY TRUST BANK | 1,078,391 | $52.1M | 0.15% | 2025-12-31 |
| 38 | Vestmark Advisory Solutions, Inc. | 1,063,648 | $51.4M | 0.15% | 2025-12-31 |
| 39 | CreativeOne Wealth, LLC | 1,036,847 | $50.1M | 0.14% | 2025-12-31 |
| 40 | Sumitomo Mitsui DS Asset Management Company, Ltd | 1,014,102 | $49.0M | 0.14% | 2025-12-31 |
| 41 | Retirement Investment Advisors, Inc. | 995,929 | $48.1M | 0.14% | 2025-12-31 |
| 42 | ECLECTIC ASSOCIATES INC /ADV | 960,909 | $46.4M | 0.13% | 2025-12-31 |
| 43 | Burton Enright Welch | 954,414 | $46.1M | 0.13% | 2025-12-31 |
| 44 | PDS Planning, Inc | 951,867 | $46.0M | 0.13% | 2025-12-31 |
| 45 | US BANCORP \DE\ | 905,912 | $43.8M | 0.12% | 2025-12-31 |
| 46 | Hamilton Point Investment Advisors, LLC | 871,392 | $42.1M | 0.12% | 2025-12-31 |
| 47 | COMMONWEALTH EQUITY SERVICES, LLC | 867,132 | $41.9M | 0.12% | 2025-12-31 |
| 48 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 862,120 | $41.7M | 0.12% | 2025-12-31 |
| 49 | RAYMOND JAMES FINANCIAL INC | 849,794 | $41.1M | 0.12% | 2025-12-31 |
| 50 | Cerity Partners LLC | 830,506 | $40.1M | 0.11% | 2025-12-31 |
| 51 | FRANKLIN RESOURCES INC | 818,558 | $39.6M | 0.11% | 2025-12-31 |
| 52 | Symmetry Partners, LLC | 813,165 | $39.3M | 0.11% | 2025-12-31 |
| 53 | Corient Private Wealth LLC | 810,350 | $38.7M | 0.11% | 2025-12-31 |
| 54 | NewEdge Advisors, LLC | 796,620 | $38.5M | 0.11% | 2025-12-31 |
| 55 | Clark Asset Management, LLC | 780,698 | $37.7M | 0.11% | 2025-12-31 |
| 56 | Kestra Investment Management, LLC | 771,355 | $37.3M | 0.10% | 2025-12-31 |
| 57 | Rinkey Investments | 748,803 | $36.2M | 0.10% | 2025-12-31 |
| 58 | 1832 Asset Management L.P. | 747,646 | $36.1M | 0.10% | 2025-12-31 |
| 59 | Efficient Advisors, LLC | 724,128 | $35.0M | 0.10% | 2025-12-31 |
| 60 | STIFEL FINANCIAL CORP | 722,005 | $34.9M | 0.10% | 2025-12-31 |
| 61 | CITIGROUP INC | 715,319 | $34.6M | 0.10% | 2025-12-31 |
| 62 | Horizon Investments, LLC | 711,021 | $34.4M | 0.10% | 2025-12-31 |
| 63 | Valmark Advisers, Inc. | 708,032 | $34.2M | 0.10% | 2025-12-31 |
| 64 | NORTHERN TRUST CORP | 686,343 | $33.2M | 0.09% | 2025-12-31 |
| 65 | Orion Porfolio Solutions, LLC | 671,409 | $32.4M | 0.09% | 2025-12-31 |
| 66 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 644,205 | $31.1M | 0.09% | 2025-12-31 |
| 67 | UBS Group AG | 635,527 | $30.7M | 0.08% | 2025-12-31 |
| 68 | Wedmont Private Capital | 625,652 | $30.4M | 0.08% | 2025-12-31 |
| 69 | Marotta Asset Management | 600,474 | $29.0M | 0.08% | 2025-12-31 |
| 70 | SAGESPRING WEALTH PARTNERS, LLC | 28,604,388 | $28.7M | 4.04% | 2025-12-31 |
| 71 | Human Investing LLC | 577,236 | $27.9M | 0.08% | 2025-12-31 |
| 72 | Alaska Wealth Advisors | 576,823 | $27.9M | 0.08% | 2025-12-31 |
| 73 | MilWealth Group LLC | 574,479 | $27.8M | 0.08% | 2025-12-31 |
| 74 | JONES FINANCIAL COMPANIES LLLP | 563,254 | $27.2M | 0.07% | 2025-12-31 |
| 75 | BURRUS FINANCIAL SERVICES, INC. | 408,330 | $27.0M | 0.05% | 2025-12-31 |
| 76 | Kestra Advisory Services, LLC | 551,265 | $26.6M | 0.07% | 2025-12-31 |
| 77 | Hassell Wealth Management, LLC | 538,947 | $26.2M | 0.07% | 2025-12-31 |
| 78 | Vise Technologies, Inc. | 535,399 | $25.9M | 0.07% | 2025-12-31 |
| 79 | Discipline Wealth Solutions, LLC | 534,839 | $25.8M | 0.07% | 2025-12-31 |
| 80 | Brooklyn Investment Group | 487,209 | $23.6M | 0.06% | 2025-12-31 |
| 81 | Avior Wealth Management, LLC | 485,346 | $23.5M | 0.06% | 2025-12-31 |
| 82 | Wiser Wealth Management, Inc | 470,587 | $22.7M | 0.06% | 2025-12-31 |
| 83 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 458,913 | $22.2M | 0.06% | 2025-12-31 |
| 84 | Luminvest Wealth Management LLC | 455,930 | $22.0M | 0.06% | 2025-12-31 |
| 85 | Atria Investments, Inc | 449,707 | $21.7M | 0.06% | 2025-12-31 |
| 86 | Sanctuary Advisors, LLC | 449,157 | $21.7M | 0.06% | 2025-12-31 |
| 87 | HARBOUR INVESTMENTS, INC. | 440,114 | $21.3M | 0.06% | 2025-12-31 |
| 88 | Flagstone Financial Management | 438,274 | $21.2M | 0.06% | 2025-12-31 |
| 89 | GeoWealth Management, LLC | 429,493 | $20.8M | 0.06% | 2025-12-31 |
| 90 | Farther Finance Advisors, LLC | 415,777 | $20.1M | 0.05% | 2025-12-31 |
| 91 | Cranbrook Wealth Management, LLC | 413,182 | $20.0M | 0.05% | 2025-12-31 |
| 92 | Creative Planning | 409,358 | $19.8M | 0.05% | 2025-12-31 |
| 93 | Yeomans Consulting Group, Inc. | 407,361 | $19.7M | 0.05% | 2025-12-31 |
| 94 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 395,960 | $19.2M | 0.05% | 2025-12-31 |
| 95 | COLDSTREAM CAPITAL MANAGEMENT INC | 384,810 | $18.6M | 0.05% | 2025-12-31 |
| 96 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 378,950 | $18.3M | 0.05% | 2025-12-31 |
| 97 | FIL Ltd | 377,628 | $18.2M | 0.05% | 2025-12-31 |
| 98 | Lifeworks Advisors, LLC | 359,078 | $17.4M | 0.05% | 2025-12-31 |
| 99 | EP Wealth Advisors, LLC | 358,606 | $17.3M | 0.05% | 2025-12-31 |
| 100 | Parker Financial LLC | 344,302 | $16.6M | 0.04% | 2025-12-31 |
| 101 | Financial Architects, LLC | 343,006 | $16.6M | 0.04% | 2025-12-31 |
| 102 | HighTower Advisors, LLC | 338,735 | $16.4M | 0.04% | 2025-12-31 |
| 103 | Summit Wealth Group, LLC | 328,459 | $15.9M | 0.04% | 2025-12-31 |
| 104 | ShankerValleau Wealth Advisors, Inc. | 327,072 | $15.8M | 0.04% | 2025-12-31 |
| 105 | Ascent Group, LLC | 326,591 | $15.8M | 0.04% | 2025-12-31 |
| 106 | Ballentine Capital Advisors, Inc | 324,068 | $15.7M | 0.04% | 2025-12-31 |
| 107 | Mariner, LLC | 322,621 | $15.6M | 0.04% | 2025-12-31 |
| 108 | Prospera Capital Management, LLC | 316,791 | $15.3M | 0.04% | 2025-12-31 |
| 109 | Refined Wealth Management | 313,035 | $15.1M | 0.04% | 2025-12-31 |
| 110 | Grove Street Fiduciary, LLC | 311,830 | $15.1M | 0.04% | 2025-12-31 |
| 111 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 303,971 | $14.7M | 0.04% | 2025-12-31 |
| 112 | BANK OF MONTREAL /CAN/ | 294,513 | $14.2M | 0.04% | 2025-12-31 |
| 113 | Cambridge Advisors Inc. | 289,978 | $14.0M | 0.04% | 2025-12-31 |
| 114 | ADE, LLC | 289,220 | $14.0M | 0.04% | 2025-12-31 |
| 115 | Net Worth Advisory Group | 284,086 | $13.7M | 0.04% | 2025-12-31 |
| 116 | SigFig Wealth Management, LLC | 283,807 | $13.7M | 0.04% | 2025-12-31 |
| 117 | EverSource Wealth Advisors, LLC | 283,231 | $13.7M | 0.04% | 2025-12-31 |
| 118 | ATMOS ADVISORY, LLC | 282,961 | $13.7M | 0.03% | 2025-12-31 |
| 119 | Bay Harbor Wealth Management, LLC | 282,603 | $13.7M | 0.03% | 2025-12-31 |
| 120 | Perigon Wealth Management, LLC | 281,529 | $13.6M | 0.03% | 2025-12-31 |
| 121 | Northwest & Ethical Investments L.P. | 276,910 | $13.4M | 0.03% | 2025-12-31 |
| 122 | NFP Retirement, Inc. | 276,316 | $13.4M | 0.03% | 2025-12-31 |
| 123 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 275,998 | $13.3M | 0.03% | 2025-12-31 |
| 124 | Silver Coast Investments LLC | 271,686 | $13.1M | 0.03% | 2025-12-31 |
| 125 | Greenspring Advisors, LLC | 268,293 | $13.0M | 0.03% | 2025-12-31 |
| 126 | BNP PARIBAS FINANCIAL MARKETS | 268,158 | $13.0M | 0.03% | 2025-12-31 |
| 127 | Vawter Financial, Ltd. | 267,868 | $12.9M | 0.03% | 2025-12-31 |
| 128 | Voya Investment Management LLC | 265,187 | $12.8M | 0.03% | 2025-12-31 |
| 129 | Brookstone Capital Management | 260,644 | $12.6M | 0.03% | 2025-12-31 |
| 130 | Brooklyn FI, LLC | 257,072 | $12.4M | 0.03% | 2025-12-31 |
| 131 | ALPS ADVISORS INC | 256,298 | $12.4M | 0.03% | 2025-12-31 |
| 132 | Livet Wealth, LLC | 256,071 | $12.4M | 0.03% | 2025-12-31 |
| 133 | BIP Wealth, LLC | 253,616 | $12.3M | 0.03% | 2025-12-31 |
| 134 | NWAM LLC | 250,578 | $12.1M | 0.03% | 2025-12-31 |
| 135 | Weitzel Financial Services, Inc. | 249,864 | $12.1M | 0.03% | 2025-12-31 |
| 136 | OpenArc Corporate Advisory, LLC | 249,282 | $12.0M | 0.03% | 2025-12-31 |
| 137 | LEGACY FINANCIAL GROUP, INC. | 246,309 | $11.9M | 0.03% | 2025-12-31 |
| 138 | Addison Advisors LLC | 246,253 | $11.9M | 0.03% | 2025-12-31 |
| 139 | VestGen Advisors, LLC | 245,350 | $11.9M | 0.03% | 2025-12-31 |
| 140 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 241,950 | $11.7M | 0.03% | 2025-12-31 |
| 141 | Breakwater Investment Management | 238,694 | $11.5M | 0.03% | 2025-12-31 |
| 142 | BFSG, LLC | 238,639 | $11.5M | 0.03% | 2025-12-31 |
| 143 | AE Wealth Management LLC | 235,608 | $11.4M | 0.03% | 2025-12-31 |
| 144 | AMERICAN FINANCIAL & TAX STRATEGIES INC | 234,773 | $11.3M | 0.03% | 2025-12-31 |
| 145 | GOLDMAN SACHS GROUP INC | 232,126 | $11.2M | 0.03% | 2025-12-31 |
| 146 | Sovereign Financial Group, Inc. | 227,821 | $11.0M | 0.03% | 2025-12-31 |
| 147 | Golden Bell Financial Planning LLC | 226,976 | $11.0M | 0.03% | 2025-12-31 |
| 148 | Morton Brown Family Wealth, LLC | 226,399 | $10.9M | 0.03% | 2025-12-31 |
| 149 | Mutual Advisors, LLC | 223,157 | $10.8M | 0.03% | 2025-12-31 |
| 150 | Stokes Family Office, LLC | 218,090 | $10.5M | 0.03% | 2025-12-31 |
| 151 | Triad Wealth Partners, LLC | 212,170 | $10.3M | 0.02% | 2025-12-31 |
| 152 | MGO ONE SEVEN LLC | 210,492 | $10.2M | 0.02% | 2025-12-31 |
| 153 | Trust Co | 207,773 | $10.0M | 0.02% | 2025-12-31 |
| 154 | Rockefeller Capital Management L.P. | 223,065 | $10.0M | 0.03% | 2025-12-31 |
| 155 | Topsail Wealth Management, LLC | 203,884 | $9.9M | 0.02% | 2025-12-31 |
| 156 | FC Advisory LLC | 203,643 | $9.8M | 0.02% | 2025-12-31 |
| 157 | XY Planning Network, Inc. | 203,212 | $9.8M | 0.02% | 2025-12-31 |
| 158 | Aspire Private Capital, LLC | 200,012 | $9.7M | 0.02% | 2025-12-31 |
| 159 | Values Added Financial LLC | 198,234 | $9.6M | 0.02% | 2025-12-31 |
| 160 | NorthRock Partners, LLC | 197,322 | $9.5M | 0.02% | 2025-12-31 |
| 161 | Tribridge Partners Financial LLC | 196,252 | $9.5M | 0.02% | 2025-12-31 |
| 162 | ELEVATUS WELATH MANAGEMENT | 194,912 | $9.4M | 0.02% | 2025-12-31 |
| 163 | Private Advisor Group, LLC | 194,553 | $9.4M | 0.02% | 2025-12-31 |
| 164 | Goldstein Advisors, LLC | 194,318 | $9.4M | 0.02% | 2025-12-31 |
| 165 | COOPER/HAIMS ADVISORS, LLC | 194,110 | $9.4M | 0.02% | 2025-12-31 |
| 166 | Leading Edge Financial Planning LLC | 192,768 | $9.3M | 0.02% | 2025-12-31 |
| 167 | Topel & Distasi Wealth Management, LLC | 191,910 | $9.3M | 0.02% | 2025-12-31 |
| 168 | McLean Asset Management Corp | 190,765 | $9.3M | 0.02% | 2025-12-31 |
| 169 | Strategic Investment Advisors / MI | 187,430 | $9.3M | 0.02% | 2025-12-31 |
| 170 | RIVERSEDGE ADVISORS, LLC | 191,282 | $9.2M | 0.02% | 2025-12-31 |
| 171 | SEEDS INVESTOR LLC | 188,173 | $9.1M | 0.02% | 2025-12-31 |
| 172 | PRINCIPAL SECURITIES, INC. | 187,596 | $9.1M | 0.02% | 2025-12-31 |
| 173 | Transamerica Financial Advisors, LLC | 186,935 | $9.0M | 0.02% | 2025-12-31 |
| 174 | Arcadia Wealth Management, LLC | 184,606 | $8.9M | 0.02% | 2025-12-31 |
| 175 | RESOLUTE CAPITAL, LLC | 183,263 | $8.9M | 0.02% | 2025-12-31 |
| 176 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 181,256 | $8.8M | 0.02% | 2025-12-31 |
| 177 | Compound Planning, Inc. | 180,931 | $8.7M | 0.02% | 2025-12-31 |
| 178 | Fairway Wealth LLC | 377,728 | $8.7M | 0.05% | 2025-12-31 |
| 179 | Level Financial Advisors | 180,161 | $8.7M | 0.02% | 2025-12-31 |
| 180 | EQ WEALTH ADVISORS, LLC | 178,330 | $8.6M | 0.02% | 2025-12-31 |
| 181 | Somnio Financial Group, LLC | 176,570 | $8.5M | 0.02% | 2025-12-31 |
| 182 | AMG National Trust Bank | 176,244 | $8.5M | 0.02% | 2025-12-31 |
| 183 | Hilltop Partners LLC | 175,673 | $8.5M | 0.02% | 2025-12-31 |
| 184 | Forum Private Client Group LLC | 174,578 | $8.4M | 0.02% | 2025-12-31 |
| 185 | Concurrent Investment Advisors, LLC | 174,273 | $8.4M | 0.02% | 2025-12-31 |
| 186 | Sigma Planning Corp | 174,392 | $8.4M | 0.02% | 2025-12-31 |
| 187 | Financial Planning Navigators CORP | 172,974 | $8.4M | 0.02% | 2025-12-31 |
| 188 | CAMDEN NATIONAL BANK | 171,108 | $8.3M | 0.02% | 2025-12-31 |
| 189 | LINCOLN CAPITAL CORP | 170,448 | $8.2M | 0.02% | 2025-12-31 |
| 190 | ABLE Financial Group, LLC | 169,951 | $8.2M | 0.02% | 2025-12-31 |
| 191 | STEPHENS INC /AR/ | 168,330 | $8.1M | 0.02% | 2025-12-31 |
| 192 | Security Financial Services, INC. | 164,195 | $7.9M | 0.02% | 2025-12-31 |
| 193 | First Heartland Consultants, Inc. | 164,074 | $7.9M | 0.02% | 2025-12-31 |
| 194 | Johnson & White Wealth Management, LLC | 164,039 | $7.9M | 0.02% | 2025-12-31 |
| 195 | GuidedMoney, LLC | 162,796 | $7.9M | 0.02% | 2025-12-31 |
| 196 | GTS SECURITIES LLC | 162,194 | $7.8M | 0.02% | 2025-12-31 |
| 197 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 156,974 | $7.6M | 0.02% | 2025-12-31 |
| 198 | COMERICA BANK | 155,841 | $7.5M | 0.02% | 2025-12-31 |
| 199 | RFG Advisory, LLC | 155,126 | $7.5M | 0.02% | 2025-12-31 |
| 200 | Gould Capital, LLC | 154,877 | $7.5M | 0.02% | 2025-12-31 |
| 201 | Modera Wealth Management, LLC | 154,072 | $7.4M | 0.02% | 2025-12-31 |
| 202 | Physician Wealth Solutions Inc. | 152,450 | $7.4M | 0.02% | 2025-12-31 |
| 203 | Smartleaf Asset Management LLC | 151,701 | $7.3M | 0.02% | 2025-12-31 |
| 204 | ARKANSAS FINANCIAL GROUP, INC. | 151,880 | $7.3M | 0.02% | 2025-12-31 |
| 205 | Sensenig Capital Advisors, Inc | 151,726 | $7.3M | 0.02% | 2025-12-31 |
| 206 | Bear Mountain Capital, Inc. | 150,520 | $7.3M | 0.02% | 2025-12-31 |
| 207 | Hilltop Holdings Inc. | 150,543 | $7.3M | 0.02% | 2025-12-31 |
| 208 | Center For Asset Management LLC | 149,723 | $7.2M | 0.02% | 2025-12-31 |
| 209 | BDFS Capital LLC | 144,333 | $7.0M | 0.02% | 2025-12-31 |
| 210 | Strategic Blueprint, LLC | 143,804 | $6.9M | 0.02% | 2025-12-31 |
| 211 | Chandler Asset Management, Inc. | 143,035 | $6.9M | 0.02% | 2025-12-31 |
| 212 | Omega Financial Group, LLC | 142,604 | $6.9M | 0.02% | 2025-12-31 |
| 213 | Arax Advisory Partners | 137,151 | $6.6M | 0.01% | 2025-12-31 |
| 214 | BOKF, NA | 136,555 | $6.6M | 0.01% | 2025-12-31 |
| 215 | Upper Left Wealth Management, LLC | 135,132 | $6.5M | 0.01% | 2025-12-31 |
| 216 | Plum Street Advisors, LLC | 135,026 | $6.5M | 0.01% | 2025-12-31 |
| 217 | NATIONAL BANK OF CANADA /FI/ | 134,294 | $6.5M | 0.01% | 2025-12-31 |
| 218 | AllSquare Wealth Management LLC | 130,953 | $6.5M | 0.01% | 2025-12-31 |
| 219 | Opes Wealth Management LLC | 133,007 | $6.4M | 0.01% | 2025-12-31 |
| 220 | Elevated Capital Advisors, LLC | 132,163 | $6.4M | 0.01% | 2025-12-31 |
| 221 | Vertex Investment Solutions Co., Ltd. | 130,700 | $6.3M | 0.01% | 2025-12-31 |
| 222 | CGN Advisors LLC | 130,148 | $6.3M | 0.01% | 2025-12-31 |
| 223 | Scissortail Wealth Management, LLC | 129,552 | $6.3M | 0.01% | 2025-12-31 |
| 224 | Prospect Financial Group LLC | 128,706 | $6.2M | 0.01% | 2025-12-31 |
| 225 | Retirement Wealth Solutions LLC | 128,154 | $6.2M | 0.01% | 2025-12-31 |
| 226 | City State Bank | 126,787 | $6.1M | 0.01% | 2025-12-31 |
| 227 | FPC INVESTMENT ADVISORY, INC. | 126,374 | $6.1M | 0.01% | 2025-12-31 |
| 228 | Merit Financial Group, LLC | 124,933 | $6.0M | 0.01% | 2025-12-31 |
| 229 | BROWN WEALTH MANAGEMENT, LLC | 124,755 | $6.0M | 0.01% | 2025-12-31 |
| 230 | ACORN CREEK CAPITAL LLC | 123,673 | $6.0M | 0.01% | 2025-12-31 |
| 231 | Chesapeake Wealth Management | 123,329 | $6.0M | 0.01% | 2025-12-31 |
| 232 | CFS Investment Advisory Services, LLC | 122,258 | $5.9M | 0.01% | 2025-12-31 |
| 233 | Conrad Siegel Investment Advisors, Inc. | 121,726 | $5.9M | 0.01% | 2025-12-31 |
| 234 | Midwest Capital Advisors, LLC | 121,026 | $5.8M | 0.01% | 2025-12-31 |
| 235 | Seneschal Advisors, LLC | 120,349 | $5.8M | 0.01% | 2025-12-31 |
| 236 | Manuka Financial, LLC | 120,296 | $5.8M | 0.01% | 2025-12-31 |
| 237 | Financiere des Professionnels - Fonds d,investissement inc. | 120,000 | $5.8M | 0.01% | 2025-12-31 |
| 238 | SAGE RHINO CAPITAL LLC | 119,131 | $5.8M | 0.01% | 2025-12-31 |
| 239 | World Investment Advisors | 242,938 | $5.7M | 0.03% | 2025-12-31 |
| 240 | D.A. DAVIDSON & CO. | 118,202 | $5.7M | 0.01% | 2025-12-31 |
| 241 | Horizons Wealth Management | 116,774 | $5.6M | 0.01% | 2025-12-31 |
| 242 | Triumph Capital Management | 113,769 | $5.6M | 0.01% | 2025-12-31 |
| 243 | Auour Investments LLC | 115,658 | $5.6M | 0.01% | 2025-12-31 |
| 244 | Level Wealth Management LLC | 113,693 | $5.5M | 0.01% | 2025-12-31 |
| 245 | Baird Financial Group, Inc. | 111,485 | $5.4M | 0.01% | 2025-12-31 |
| 246 | Csenge Advisory Group | 110,386 | $5.3M | 0.01% | 2025-12-31 |
| 247 | B. Riley Wealth Advisors, Inc. | 110,155 | $5.3M | 0.01% | 2025-12-31 |
| 248 | Equitable Holdings, Inc. | 109,604 | $5.3M | 0.01% | 2025-12-31 |
| 249 | ONE Advisory Partners, LLC | 108,461 | $5.2M | 0.01% | 2025-12-31 |
| 250 | Fort Vancouver Investment Management, LLC | 108,163 | $5.2M | 0.01% | 2025-12-31 |
| 251 | CLUNE & ASSOCIATES, LTD. | 107,676 | $5.2M | 0.01% | 2025-12-31 |
| 252 | JANUS HENDERSON GROUP PLC | 107,211 | $5.2M | 0.01% | 2025-12-31 |
| 253 | Evergreen Private Wealth LLC | 106,961 | $5.2M | 0.01% | 2025-12-31 |
| 254 | Five Pine Wealth Management | 106,442 | $5.1M | 0.01% | 2025-12-31 |
| 255 | Braun-Bostich & Associates Inc. | 105,603 | $5.1M | 0.01% | 2025-12-31 |
| 256 | Baron Financial Group, LLC | 105,425 | $5.1M | 0.01% | 2025-12-31 |
| 257 | Financial Engines Advisors L.L.C. | 105,149 | $5.1M | 0.01% | 2025-12-31 |
| 258 | J.W. COLE ADVISORS, INC. | 190,296 | $5.0M | 0.02% | 2025-12-31 |
| 259 | Ameritas Advisory Services, LLC | 103,404 | $5.0M | 0.01% | 2025-12-31 |
| 260 | United Financial Planning Group LLC | 101,529 | $4.9M | 0.01% | 2025-12-31 |
| 261 | Geneos Wealth Management Inc. | 98,631 | $4.8M | 0.01% | 2025-12-31 |
| 262 | BCGM Wealth Management, LLC | 98,621 | $4.8M | 0.01% | 2025-12-31 |
| 263 | Ruedi Wealth Management, Inc. | 98,521 | $4.8M | 0.01% | 2025-12-31 |
| 264 | Veery Capital, LLC | 98,500 | $4.8M | 0.01% | 2025-12-31 |
| 265 | Neumann Capital Management, LLC | 94,880 | $4.6M | 0.01% | 2025-12-31 |
| 266 | Grey Fox Wealth Advisors, LLC | 93,773 | $4.5M | 0.01% | 2025-12-31 |
| 267 | Bedminster, LLC | 92,421 | $4.5M | 0.01% | 2025-12-31 |
| 268 | K2 Financial Inc. | 91,803 | $4.5M | 0.01% | 2025-12-31 |
| 269 | Gotham Asset Management, LLC | 91,811 | $4.4M | 0.01% | 2025-12-31 |
| 270 | DEUTSCHE BANK AG\ | 90,822 | $4.4M | 0.01% | 2025-12-31 |
| 271 | LMG Wealth Partners, LLC | 89,891 | $4.3M | 0.01% | 2025-12-31 |
| 272 | Brucke Financial, Inc. | 89,772 | $4.3M | 0.01% | 2025-12-31 |
| 273 | Scarborough Advisors, LLC | 87,414 | $4.3M | 0.01% | 2025-12-31 |
| 274 | EXENCIAL WEALTH ADVISORS, LLC | 89,319 | $4.3M | 0.01% | 2025-12-31 |
| 275 | BUSH INVESTMENT GROUP, LLC | 87,161 | $4.3M | 0.01% | 2025-12-31 |
| 276 | NYL Investors LLC | 88,310 | $4.3M | 0.01% | 2025-12-31 |
| 277 | Integrated Advisors Network LLC | 87,745 | $4.2M | 0.01% | 2025-12-31 |
| 278 | AdvisorNet Financial, Inc | 86,691 | $4.2M | 0.01% | 2025-12-31 |
| 279 | BlackRock, Inc. | 86,205 | $4.2M | 0.01% | 2025-12-31 |
| 280 | TSA Wealth Managment LLC | 86,026 | $4.2M | 0.01% | 2025-12-31 |
| 281 | Friedenthal Financial | 84,415 | $4.1M | 0.01% | 2025-12-31 |
| 282 | Arta Finance Wealth Management LLC | 84,409 | $4.1M | 0.01% | 2025-12-31 |
| 283 | Wealthfront Advisers LLC | 83,875 | $4.1M | 0.01% | 2025-12-31 |
| 284 | Beacon Harbor Wealth Advisors, Inc. | 82,830 | $4.0M | 0.01% | 2025-12-31 |
| 285 | NBC SECURITIES, INC. | 80,313 | $3.9M | 0.01% | 2025-12-31 |
| 286 | WealthSpring Partners, LLC | 80,127 | $3.9M | 0.01% | 2025-12-31 |
| 287 | SBI Securities Co., Ltd. | 79,971 | $3.9M | 0.01% | 2025-12-31 |
| 288 | Zeit Capital LLC | 79,834 | $3.9M | 0.01% | 2025-12-31 |
| 289 | FIRST HORIZON CORP | 79,046 | $3.8M | 0.01% | 2025-12-31 |
| 290 | McNaughton Wealth Management, LLC | 78,749 | $3.8M | 0.01% | 2025-12-31 |
| 291 | SCOTIA CAPITAL INC. | 78,569 | $3.8M | 0.01% | 2025-12-31 |
| 292 | HT Partners LLC | 77,551 | $3.7M | 0.01% | 2025-12-31 |
| 293 | SIMON QUICK ADVISORS, LLC | 76,565 | $3.7M | 0.01% | 2025-12-31 |
| 294 | WealthCare Investment Partners, LLC | 76,042 | $3.7M | 0.01% | 2025-12-31 |
| 295 | AlphaStar Capital Management, LLC | 75,688 | $3.7M | 0.01% | 2025-12-31 |
| 296 | PNC Financial Services Group, Inc. | 75,243 | $3.6M | 0.01% | 2025-12-31 |
| 297 | Martel Wealth Advisors Inc | 74,947 | $3.6M | 0.01% | 2025-12-31 |
| 298 | TD Waterhouse Canada Inc. | 74,538 | $3.6M | 0.01% | 2025-12-31 |
| 299 | Sharper & Granite LLC | 73,960 | $3.6M | 0.01% | 2025-12-31 |
| 300 | Blue Barn Wealth, LLC | 73,647 | $3.6M | 0.01% | 2025-12-31 |
| 301 | Focus Partners Wealth | 71,754 | $3.5M | 0.01% | 2025-12-31 |
| 302 | W.H. Cornerstone Investments Inc. | 72,850 | $3.5M | 0.01% | 2025-12-31 |
| 303 | Note Advisors, LLC | 72,614 | $3.5M | 0.01% | 2025-12-31 |
| 304 | Emergent Wealth Advisors, LLC | 72,220 | $3.5M | 0.01% | 2025-12-31 |
| 305 | PFG Advisors | 72,192 | $3.5M | 0.01% | 2025-12-31 |
| 306 | WATERSHED PRIVATE WEALTH LLC | 72,163 | $3.5M | 0.01% | 2025-12-31 |
| 307 | Hexagon Capital Partners LLC | 72,054 | $3.5M | 0.01% | 2025-12-31 |
| 308 | SWP FINANCIAL LLC | 71,194 | $3.4M | 0.01% | 2025-12-31 |
| 309 | Petix & Botte Co | 70,827 | $3.4M | 0.01% | 2025-12-31 |
| 310 | Avant Financial Advisors LLC | 70,433 | $3.4M | 0.00% | 2025-12-31 |
| 311 | Sequoia Financial Advisors, LLC | 70,082 | $3.4M | 0.00% | 2025-12-31 |
| 312 | Strategic Financial Planning, Inc. | 69,126 | $3.3M | 0.00% | 2025-12-31 |
| 313 | HM PAYSON & CO | 66,641 | $3.2M | 0.00% | 2025-12-31 |
| 314 | INTERACTIVE FINANCIAL ADVISORS, INC. | 66,059 | $3.2M | 0.00% | 2025-12-31 |
| 315 | West Wealth Group, LLC | 65,408 | $3.2M | 0.00% | 2025-12-31 |
| 316 | Atlatl Advisers LLC | 64,632 | $3.1M | 0.00% | 2025-12-31 |
| 317 | Independent Advisor Alliance | 64,403 | $3.1M | 0.00% | 2025-12-31 |
| 318 | Elmwood Wealth Management, Inc. | 63,870 | $3.1M | 0.00% | 2025-12-31 |
| 319 | CHOREO, LLC | 63,789 | $3.1M | 0.00% | 2025-12-31 |
| 320 | VCI Wealth Management LLC | 63,688 | $3.1M | 0.00% | 2025-12-31 |
| 321 | VALLEY WEALTH MANAGERS, INC. | 62,208 | $3.0M | 0.00% | 2025-12-31 |
| 322 | ELEVATION WEALTH PARTNERS, LLC | 60,779 | $2.9M | 0.00% | 2025-12-31 |
| 323 | SCHRODER INVESTMENT MANAGEMENT GROUP | 59,174 | $2.9M | 0.00% | 2025-12-31 |
| 324 | UNIVEST FINANCIAL Corp | 58,677 | $2.8M | 0.00% | 2025-12-31 |
| 325 | CARY STREET PARTNERS FINANCIAL LLC | 57,225 | $2.8M | 0.00% | 2025-12-31 |
| 326 | Cambria Investment Management, L.P. | 56,833 | $2.7M | 0.00% | 2025-12-31 |
| 327 | Global Endowment Management, LP | 56,764 | $2.7M | 0.00% | 2025-12-31 |
| 328 | Legacy Wealth Partners, LLC | 56,224 | $2.7M | 0.00% | 2025-12-31 |
| 329 | Focus Partners Advisor Solutions, LLC | 55,586 | $2.7M | 0.00% | 2025-12-31 |
| 330 | Pettinga Financial Advisors LLC | 55,412 | $2.7M | 0.00% | 2025-12-31 |
| 331 | Trek Financial, LLC | 55,328 | $2.7M | 0.00% | 2025-12-31 |
| 332 | BLB&B Advisors, LLC | 54,556 | $2.6M | 0.00% | 2025-12-31 |
| 333 | ATLas Financial Planning LLC | 54,461 | $2.6M | 0.00% | 2025-12-31 |
| 334 | EHRLICH FINANCIAL GROUP | 54,428 | $2.6M | 0.00% | 2025-12-31 |
| 335 | Crabel Capital Management, LLC | 54,373 | $2.6M | 0.00% | 2025-12-31 |
| 336 | Womack Financial LLC | 52,975 | $2.6M | 0.00% | 2025-12-31 |
| 337 | United Advisor Group, LLC | 52,386 | $2.5M | 0.00% | 2025-12-31 |
| 338 | Integrated Wealth Concepts LLC | 52,246 | $2.5M | 0.00% | 2025-12-31 |
| 339 | Sterling Financial Planning, Inc. | 51,946 | $2.5M | 0.00% | 2025-12-31 |
| 340 | Burk Holdings LLC | 51,661 | $2.5M | 0.00% | 2025-12-31 |
| 341 | GENESIS PRIVATE WEALTH, LLC | 51,653 | $2.5M | 0.00% | 2025-12-31 |
| 342 | Balanced Rock Investment Advisors LLC | 50,983 | $2.5M | 0.00% | 2025-12-31 |
| 343 | Alvarez & Marsal Private Wealth Partners, LLC | 50,959 | $2.5M | 0.00% | 2025-12-31 |
| 344 | ABSOLUTE CAPITAL MANAGEMENT, LLC | 50,740 | $2.5M | 0.00% | 2025-12-31 |
| 345 | FSB PREMIER WEALTH MANAGEMENT, INC. | 50,654 | $2.4M | 0.00% | 2025-12-31 |
| 346 | Red Wave Investments LLC | 50,510 | $2.4M | 0.00% | 2025-12-31 |
| 347 | Manske Wealth Management | 48,437 | $2.3M | 0.00% | 2025-12-31 |
| 348 | KESTRA PRIVATE WEALTH SERVICES, LLC | 48,309 | $2.3M | 0.00% | 2025-12-31 |
| 349 | GREAT VALLEY ADVISOR GROUP, INC. | 48,016 | $2.3M | 0.00% | 2025-12-31 |
| 350 | Gladwyn Financial Advisors, Inc. | 47,927 | $2.3M | 0.00% | 2025-12-31 |
| 351 | McIlrath & Eck, LLC | 47,895 | $2.3M | 0.00% | 2025-12-31 |
| 352 | Global Trust Wealth Management LLC | 47,671 | $2.3M | 0.00% | 2025-12-31 |
| 353 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 47,228 | $2.3M | 0.00% | 2025-12-31 |
| 354 | MAI Capital Management | 47,148 | $2.3M | 0.00% | 2025-12-31 |
| 355 | WEALTH ALLIANCE, LLC | 46,511 | $2.2M | 0.00% | 2025-12-31 |
| 356 | Johnson Financial Group, LLC | 46,185 | $2.2M | 0.00% | 2025-12-31 |
| 357 | Total Wealth Planning, LLC | 45,965 | $2.2M | 0.00% | 2025-12-31 |
| 358 | Claro Advisors LLC | 45,617 | $2.2M | 0.00% | 2025-12-31 |
| 359 | Graetz Wealth LLC | 45,195 | $2.2M | 0.00% | 2025-12-31 |
| 360 | STERLING INVESTMENT MANAGEMENT, LLC | 44,979 | $2.2M | 0.00% | 2025-12-31 |
| 361 | Global Retirement Partners, LLC | 44,900 | $2.2M | 0.00% | 2025-12-31 |
| 362 | EXCHANGE TRADED CONCEPTS, LLC | 44,893 | $2.2M | 0.00% | 2025-12-31 |
| 363 | Ocean Park Asset Management, LLC | 44,893 | $2.2M | 0.00% | 2025-12-31 |
| 364 | HOHIMER WEALTH MANAGEMENT, LLC | 44,750 | $2.2M | 0.00% | 2025-12-31 |
| 365 | Comprehensive Money Management Services LLC | 44,477 | $2.1M | 0.00% | 2025-12-31 |
| 366 | Winter & Associates, Inc. | 44,474 | $2.1M | 0.00% | 2025-12-31 |
| 367 | Sowell Financial Services LLC | 43,831 | $2.1M | 0.00% | 2025-12-31 |
| 368 | AQR CAPITAL MANAGEMENT LLC | 43,629 | $2.1M | 0.00% | 2025-12-31 |
| 369 | Stark Wealth Management LLC | 42,910 | $2.1M | 0.00% | 2025-12-31 |
| 370 | 10Elms LLP | 43,557 | $2.1M | 0.00% | 2025-12-31 |
| 371 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 43,072 | $2.1M | 0.00% | 2025-12-31 |
| 372 | FIRST HAWAIIAN BANK | 41,988 | $2.0M | 0.00% | 2025-12-31 |
| 373 | TECTONIC ADVISORS LLC | 40,965 | $2.0M | 0.00% | 2025-12-31 |
| 374 | Ryan Investment Management, Inc. | 40,923 | $2.0M | 0.00% | 2025-12-31 |
| 375 | REGIONS FINANCIAL CORP | 40,920 | $2.0M | 0.00% | 2025-12-31 |
| 376 | Charis Legacy Partners, LLC | 40,663 | $2.0M | 0.00% | 2025-12-31 |
| 377 | Cannon Advisors, Inc. | 39,957 | $1.9M | 0.00% | 2025-12-31 |
| 378 | Napier Financial, LLC | 40,021 | $1.9M | 0.00% | 2025-12-31 |
| 379 | New Insight Wealth Advisors | 39,817 | $1.9M | 0.00% | 2025-12-31 |
| 380 | ISLAY CAPITAL MANAGEMENT, LLC | 39,817 | $1.9M | 0.00% | 2025-12-31 |
| 381 | Cypress Wealth Services, LLC | 39,811 | $1.9M | 0.00% | 2025-12-31 |
| 382 | U.S. Capital Wealth Advisors, LLC | 39,499 | $1.9M | 0.00% | 2025-12-31 |
| 383 | Invst, LLC | 38,295 | $1.9M | 0.00% | 2025-12-31 |
| 384 | LifePlan Investment Advisors, Inc. | 38,893 | $1.9M | 0.00% | 2025-12-31 |
| 385 | FOUNDERS FINANCIAL SECURITIES LLC | 38,834 | $1.9M | 0.00% | 2025-12-31 |
| 386 | Savvy Advisors, Inc. | 38,825 | $1.9M | 0.00% | 2025-12-31 |
| 387 | Veratis Advisors, Inc. | 38,355 | $1.9M | 0.00% | 2025-12-31 |
| 388 | Spire Wealth Management | 38,130 | $1.8M | 0.00% | 2025-12-31 |
| 389 | Prostatis Group LLC | 37,822 | $1.8M | 0.00% | 2025-12-31 |
| 390 | FIFTH THIRD BANCORP | 37,732 | $1.8M | 0.00% | 2025-12-31 |
| 391 | TRUST CO OF VERMONT | 37,633 | $1.8M | 0.00% | 2025-12-31 |
| 392 | Skyline Advisors, Inc. | 36,521 | $1.8M | 0.00% | 2025-12-31 |
| 393 | Dynamic Advisor Solutions LLC | 36,474 | $1.8M | 0.00% | 2025-12-31 |
| 394 | Towerpoint Wealth, LLC | 36,431 | $1.8M | 0.00% | 2025-12-31 |
| 395 | B.O.S.S. Retirement Advisors, LLC | 36,416 | $1.8M | 0.00% | 2025-12-31 |
| 396 | Running Point Capital Advisors, LLC | 36,403 | $1.8M | 0.00% | 2025-12-31 |
| 397 | Falcon Wealth Planning | 36,336 | $1.8M | 0.00% | 2025-12-31 |
| 398 | Stratos Wealth Partners, LTD. | 36,206 | $1.7M | 0.00% | 2025-12-31 |
| 399 | Allodium Investment Consultants, LLC | 35,646 | $1.7M | 0.00% | 2025-12-31 |
| 400 | Advisory Services Network, LLC | 35,644 | $1.7M | 0.00% | 2025-12-31 |
| 401 | Bragg Financial Advisors, Inc | 35,098 | $1.7M | 0.00% | 2025-12-31 |
| 402 | Cogent Private Wealth, Inc. | 34,779 | $1.7M | 0.00% | 2025-12-31 |
| 403 | Sage Financial Management Group, Inc. | 34,592 | $1.7M | 0.00% | 2025-12-31 |
| 404 | BENJAMIN EDWARDS INC | 34,487 | $1.7M | 0.00% | 2025-12-31 |
| 405 | Koshinski Asset Management, Inc. | 34,145 | $1.6M | 0.00% | 2025-12-31 |
| 406 | Quadrature Capital Ltd | 33,462 | $1.6M | 0.00% | 2025-12-31 |
| 407 | North Star Investment Management Corp. | 33,237 | $1.6M | 0.00% | 2025-12-31 |
| 408 | Global Financial Private Client, LLC | 33,205 | $1.6M | 0.00% | 2025-12-31 |
| 409 | Spectrum Planning & Advisory Services Inc. | 33,180 | $1.6M | 0.00% | 2025-12-31 |
| 410 | Westside Investment Management, Inc. | 32,829 | $1.6M | 0.00% | 2025-12-31 |
| 411 | Kovack Advisors, Inc. | 32,737 | $1.6M | 0.00% | 2025-12-31 |
| 412 | DIVERSIFY WEALTH MANAGEMENT, LLC | 32,503 | $1.6M | 0.00% | 2025-12-31 |
| 413 | LEVEL FOUR ADVISORY SERVICES, LLC | 32,504 | $1.6M | 0.00% | 2025-12-31 |
| 414 | CANANDAIGUA NATIONAL BANK & TRUST CO | 32,432 | $1.6M | 0.00% | 2025-12-31 |
| 415 | Parallel Advisors, LLC | 32,370 | $1.6M | 0.00% | 2025-12-31 |
| 416 | Cullen/Frost Bankers, Inc. | 31,696 | $1.5M | 0.00% | 2025-12-31 |
| 417 | Fifth Third Securities, Inc. | 31,538 | $1.5M | 0.00% | 2025-12-31 |
| 418 | VestGen Investment Management | 31,231 | $1.5M | 0.00% | 2025-12-31 |
| 419 | Leo Wealth, LLC | 30,589 | $1.5M | 0.00% | 2025-12-31 |
| 420 | OneAscent Financial Services LLC | 30,564 | $1.5M | 0.00% | 2025-12-31 |
| 421 | Alteri Wealth LLC | 30,428 | $1.5M | 0.00% | 2025-12-31 |
| 422 | Sovran Advisors, LLC | 30,245 | $1.5M | 0.00% | 2025-12-31 |