FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,137.55-0.19%
XLE56.71-0.29%
STOXX50E5,860.32-0.39%
XLF51.710.56%
FTSE10,321.09-0.56%
IXIC24,874.010.15%
RUT2,789.830.10%
GSPC7,173.130.11%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:29 PM
CUSIP 922907746

VANGUARD MUN BD FDS

426 institutions · $25.09B total · 498,438,994 shares

#ManagerSharesValue% of TotalPeriod
1JPMORGAN CHASE & CO64,817,590$3.26B13.00%2025-12-31
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO36,651,506$1.84B7.35%2025-12-31
3MORGAN STANLEY24,894,783$1.25B4.99%2025-12-31
4Wealthfront Advisers LLC24,153,510$1.21B4.84%2025-12-31
5Creative Planning23,984,087$1.21B4.81%2025-12-31
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC22,997,679$1.16B4.61%2025-12-31
7FMR LLC20,193,631$1.02B4.05%2025-12-31
8RAYMOND JAMES FINANCIAL INC19,506,672$981.0M3.91%2025-12-31
9TIAA TRUST, NATIONAL ASSOCIATION13,817,286$694.9M2.77%2025-12-31
10SEI INVESTMENTS CO13,505,350$679.2M2.70%2025-12-31
11NORTHERN TRUST CORP13,470,959$677.5M2.70%2025-12-31
12MERCER GLOBAL ADVISORS INC /ADV10,228,805$514.4M2.05%2025-12-31
13LPL Financial LLC9,135,043$459.4M1.83%2025-12-31
14WELLS FARGO & COMPANY/MN5,998,952$301.7M1.20%2025-12-31
15CLIFTONLARSONALLEN WEALTH ADVISORS, LLC5,599,510$281.6M1.12%2025-12-31
16JONES FINANCIAL COMPANIES LLLP5,378,822$270.5M1.07%2025-12-31
17BANK OF AMERICA CORP /DE/5,140,219$258.5M1.03%2025-12-31
18ENVESTNET ASSET MANAGEMENT INC4,656,711$234.2M0.93%2025-12-31
19ASPIRIANT, LLC4,304,051$216.5M0.86%2025-12-31
20RWA WEALTH PARTNERS, LLC4,014,749$201.9M0.80%2025-12-31
21Cerity Partners LLC3,997,736$201.0M0.80%2025-12-31
22Corient Private Wealth LLC3,923,554$197.3M0.78%2025-12-31
23UBS Group AG3,746,907$188.4M0.75%2025-12-31
24Orgel Wealth Management, LLC3,556,836$178.9M0.71%2025-12-31
25VANGUARD GROUP INC3,552,441$178.7M0.71%2025-12-31
26FRANKLIN RESOURCES INC3,194,772$160.7M0.64%2025-12-31
27AMERIPRISE FINANCIAL INC3,008,293$151.3M0.60%2025-12-31
28Mariner, LLC2,927,236$147.2M0.58%2025-12-31
29US BANCORP \DE\2,853,375$143.5M0.57%2025-12-31
30HighTower Advisors, LLC2,546,788$128.1M0.51%2025-12-31
31Royal Bank of Canada2,410,414$121.2M0.48%2025-12-31
32Members Trust Co2,363,691$118.9M0.47%2025-12-31
33Facet Wealth, Inc.2,027,620$102.5M0.40%2025-12-31
34SCS Capital Management LLC1,945,859$97.9M0.39%2025-12-31
35OneDigital Investment Advisors LLC1,930,327$97.1M0.38%2025-12-31
36Prime Capital Investment Advisors, LLC1,911,373$96.1M0.38%2025-12-31
37Pathstone Holdings, LLC1,827,351$91.9M0.36%2025-12-31
38WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,817,280$91.7M0.36%2025-12-31
39Baird Financial Group, Inc.1,749,127$88.0M0.35%2025-12-31
40Sequoia Financial Advisors, LLC1,705,535$85.8M0.34%2025-12-31
41OSAIC HOLDINGS, INC.1,645,269$82.7M0.33%2025-12-31
42JANE STREET GROUP, LLC1,635,340$82.2M0.32%2025-12-31
43PNC Financial Services Group, Inc.1,589,337$79.9M0.31%2025-12-31
44GeoWealth Management, LLC1,517,483$76.3M0.30%2025-12-31
45BlackRock, Inc.1,500,000$75.4M0.30%2025-12-31
46Lutz Financial Services LLC1,486,795$74.8M0.29%2025-12-31
47Savant Capital, LLC1,469,418$73.9M0.29%2025-12-31
48Sanctuary Advisors, LLC1,432,285$72.0M0.28%2025-12-31
49Wedmont Private Capital1,322,300$66.8M0.26%2025-12-31
50STIFEL FINANCIAL CORP1,272,343$64.0M0.25%2025-12-31
51Forum Financial Management, LP1,236,948$62.2M0.24%2025-12-31
52Bank of New York Mellon Corp1,177,091$59.2M0.23%2025-12-31
53Bleakley Financial Group, LLC1,167,628$58.7M0.23%2025-12-31
54BAKER BOYER NATIONAL BANK1,117,312$56.2M0.22%2025-12-31
55Topsail Wealth Management, LLC1,105,980$55.6M0.22%2025-12-31
56Focus Partners Wealth1,093,931$55.0M0.21%2025-12-31
57West Financial Advisors, LLC1,074,039$54.0M0.21%2025-12-31
58Fort Point Capital Partners LLC1,035,648$52.4M0.20%2025-12-31
59Cetera Investment Advisers1,037,572$52.2M0.20%2025-12-31
60COMMONWEALTH EQUITY SERVICES, LLC991,532$49.9M0.19%2025-12-31
61Ackerman Capital Advisors, LLC980,932$49.3M0.19%2025-12-31
62MML INVESTORS SERVICES, LLC977,185$49.1M0.19%2025-12-31
63Integrated Wealth Concepts LLC957,875$48.2M0.19%2025-12-31
64MATHER GROUP, LLC.942,979$47.4M0.18%2025-12-31
65GenTrust, LLC901,670$45.3M0.18%2025-12-31
66EP Wealth Advisors, LLC900,006$45.3M0.18%2025-12-31
67Beaird Harris Wealth Management, LLC898,253$45.2M0.18%2025-12-31
68Foster Group, Inc.892,531$44.9M0.17%2025-12-31
69NewEdge Advisors, LLC874,717$44.0M0.17%2025-12-31
70Sunflower Bank, N.A.862,840$43.4M0.17%2025-12-31
71Beacon Pointe Advisors, LLC847,429$42.6M0.17%2025-12-31
72Financial Engines Advisors L.L.C.844,399$42.5M0.16%2025-12-31
73Garde Capital, Inc.845,349$42.3M0.16%2025-12-31
74Crestwood Advisors Group, LLC840,380$42.3M0.16%2025-12-31
75Heritage Investment Group, Inc.837,021$42.1M0.16%2025-12-31
76Centiva Capital, LP831,400$41.8M0.16%2025-12-31
77One Capital Management, LLC809,643$40.7M0.16%2025-12-31
78Allworth Financial LP806,330$40.6M0.16%2025-12-31
79Kestra Investment Management, LLC793,054$39.9M0.15%2025-12-31
80JFS WEALTH ADVISORS, LLC789,163$39.7M0.15%2025-12-31
81EVERGREEN CAPITAL MANAGEMENT LLC745,618$37.5M0.14%2025-12-31
82GOLDMAN SACHS GROUP INC730,524$36.7M0.14%2025-12-31
83Waldron Private Wealth LLC724,138$36.4M0.14%2025-12-31
84Resonant Capital Advisors, LLC699,992$35.2M0.14%2025-12-31
85NICOLET ADVISORY SERVICES, LLC695,282$35.2M0.13%2025-12-31
86Global Strategic Investment Solutions, LLC692,090$34.8M0.13%2025-12-31
87Bedel Financial Consulting, Inc.691,896$34.8M0.13%2025-12-31
88Wealthspire Advisors, LLC687,459$34.6M0.13%2025-12-31
89Allen Investment Management, LLC673,326$33.9M0.13%2025-12-31
90HBK Sorce Advisory LLC662,875$33.6M0.13%2025-12-31
91Texas Capital Bank Wealth Management Services Inc666,532$33.5M0.13%2025-12-31
92Modera Wealth Management, LLC641,037$32.2M0.12%2025-12-31
93AlphaCore Capital LLC636,970$32.0M0.12%2025-12-31
94Envestnet Portfolio Solutions, Inc.636,598$32.0M0.12%2025-12-31
95BIP Wealth, LLC636,346$32.0M0.12%2025-12-31
96Gleason Group, Inc.629,379$31.7M0.12%2025-12-31
97Astoria Strategic Wealth, Inc.624,010$31.4M0.12%2025-12-31
98Bragg Financial Advisors, Inc616,050$31.0M0.12%2025-12-31
99BSW Wealth Partners615,573$31.0M0.12%2025-12-31
100Waverly Advisors, LLC602,056$30.3M0.12%2025-12-31
101FIRST CITIZENS BANK & TRUST CO592,959$29.8M0.11%2025-12-31
102Manning & Napier Advisors LLC589,131$29.6M0.11%2025-12-31
103Jordan Park Group LLC582,930$29.3M0.11%2025-12-31
104MBB PUBLIC MARKETS I LLC558,333$28.1M0.11%2025-12-31
105OLD NATIONAL BANCORP /IN/550,892$27.7M0.11%2025-12-31
106Luminvest Wealth Management LLC532,359$26.8M0.10%2025-12-31
107Salomon & Ludwin, LLC515,211$26.0M0.10%2025-12-31
108Brookstone Capital Management506,744$25.5M0.10%2025-12-31
109One Wealth Advisors, LLC478,993$24.1M0.09%2025-12-31
110NEW YORK LIFE INVESTMENT MANAGEMENT LLC475,297$23.9M0.09%2025-12-31
111Quotient Wealth Partners, LLC472,289$23.8M0.09%2025-12-31
112TRUIST FINANCIAL CORP471,102$23.7M0.09%2025-12-31
113LAZARD ASSET MANAGEMENT LLC454,064$22.8M0.09%2025-12-31
114Elm Partners Management LLC452,643$22.8M0.09%2025-12-31
115REGIMEN WEALTH, LLC445,880$22.4M0.08%2025-12-31
116Seneca Financial Advisors LLC436,638$22.0M0.08%2025-12-31
117Apella Capital, LLC434,264$21.8M0.08%2025-12-31
118Hirtle Callaghan & Co LLC425,261$21.4M0.08%2025-12-31
119CAHABA WEALTH MANAGEMENT, INC.423,437$21.3M0.08%2025-12-31
120Kestra Advisory Services, LLC421,018$21.2M0.08%2025-12-31
121Heartwood Wealth Advisors LLC406,197$20.4M0.08%2025-12-31
122ATMOS ADVISORY, LLC404,088$20.3M0.08%2025-12-31
123Petersen Hastings Wealth Advisors Inc.403,510$20.3M0.08%2025-12-31
124M&T Bank Corp45,009$20.2M0.00%2025-12-31
125Lexington Hill Partners, LLC395,788$19.9M0.07%2025-12-31
126Colony Family Offices, LLC387,355$19.5M0.07%2025-12-31
127BROWN ADVISORY INC385,729$19.4M0.07%2025-12-31
128Cullen/Frost Bankers, Inc.372,079$18.7M0.07%2025-12-31
129DAVIDSON INVESTMENT ADVISORS371,923$18.7M0.07%2025-12-31
130MOLLER WEALTH PARTNERS371,208$18.7M0.07%2025-12-31
131Stamos Capital Partners, L.P.367,792$18.5M0.07%2025-12-31
132Vise Technologies, Inc.366,394$18.4M0.07%2025-12-31
133Stairway Partners, LLC364,720$18.3M0.07%2025-12-31
134Avidian Wealth Enterprises, LLC364,241$18.3M0.07%2025-12-31
135Compound Planning, Inc.363,655$18.3M0.07%2025-12-31
136CAPTRUST FINANCIAL ADVISORS363,535$18.3M0.07%2025-12-31
137Carnegie Investment Counsel359,160$18.1M0.07%2025-12-31
138ASSETMARK, INC346,623$17.4M0.06%2025-12-31
139REGIONS FINANCIAL CORP335,487$16.9M0.06%2025-12-31
140Unison Advisors LLC330,178$16.6M0.06%2025-12-31
141Towneley Capital Management, Inc / DE329,923$16.6M0.06%2025-12-31
142RIVERSEDGE ADVISORS, LLC323,987$16.3M0.06%2025-12-31
143Passive Capital Management, LLC.317,901$16.0M0.06%2025-12-31
144ANDERSON HOAGLAND & CO317,878$16.0M0.06%2025-12-31
145Single Point Partners, LLC313,898$15.8M0.06%2025-12-31
146Yeomans Consulting Group, Inc.310,975$15.6M0.06%2025-12-31
147STATE OF WISCONSIN INVESTMENT BOARD309,000$15.5M0.06%2025-12-31
148Clark Asset Management, LLC307,667$15.5M0.06%2025-12-31
149Stonebridge Financial Group, LLC306,658$15.4M0.06%2025-12-31
150Foster Victor Wealth Advisors, LLC302,771$15.3M0.06%2025-12-31
151Evanson Asset Management, LLC299,536$15.1M0.06%2025-12-31
152Fiduciary Trust Co297,924$15.0M0.05%2025-12-31
153Divergent Planning, LLC292,191$14.7M0.05%2025-12-31
154Aprio Wealth Management, LLC180,445$14.6M0.03%2025-12-31
155Newton One Investments LLC288,485$14.5M0.05%2025-12-31
156San Luis Wealth Advisors LLC287,626$14.5M0.05%2025-12-31
157Equitable Holdings, Inc.283,885$14.3M0.05%2025-12-31
158Merit Financial Group, LLC282,439$14.2M0.05%2025-12-31
159O'SHAUGHNESSY ASSET MANAGEMENT, LLC279,608$14.1M0.05%2025-12-31
160Grove Bank & Trust279,161$14.0M0.05%2025-12-31
161FIRST HORIZON CORP276,504$13.9M0.05%2025-12-31
162SUSQUEHANNA INTERNATIONAL GROUP, LLP276,450$13.9M0.05%2025-12-31
163Keystone Global Partners, LLC274,375$13.8M0.05%2025-12-31
164SageView Advisory Group, LLC268,868$13.5M0.05%2025-12-31
165Brooklyn FI, LLC268,307$13.5M0.05%2025-12-31
166Lido Advisors, LLC263,701$13.2M0.05%2025-12-31
167&PARTNERS259,988$13.2M0.05%2025-12-31
168Stratos Wealth Partners, LTD.261,447$13.1M0.05%2025-12-31
169PDS Planning, Inc259,003$13.0M0.05%2025-12-31
170CARDIFF PARK ADVISORS, LLC252,425$12.7M0.05%2025-12-31
171STATE FARM MUTUAL AUTOMOBILE INSURANCE CO250,690$12.6M0.05%2025-12-31
172L2 Asset Management, LLC249,802$12.6M0.05%2025-12-31
173Legacy Edge Advisors, LLC248,704$12.5M0.04%2025-12-31
174Mallini Complete Financial Planning LLC245,332$12.3M0.04%2025-12-31
175SAGESPRING WEALTH PARTNERS, LLC243,860$12.3M0.04%2025-12-31
176CoreCap Advisors, LLC243,447$12.2M0.04%2025-12-31
177Mayflower Financial Advisors, LLC239,423$12.0M0.04%2025-12-31
178PRUDENTIAL FINANCIAL INC237,500$11.9M0.04%2025-12-31
179Roth Financial Partners LLC237,260$11.9M0.04%2025-12-31
180CITIGROUP INC236,841$11.9M0.04%2025-12-31
181Empower Advisory Group, LLC234,130$11.8M0.04%2025-12-31
182Clearstead Advisors, LLC232,139$11.7M0.04%2025-12-31
183EARNED WEALTH ADVISORS, LLC232,126$11.7M0.04%2025-12-31
184Partners in Financial Planning230,186$11.6M0.04%2025-12-31
185Perigon Wealth Management, LLC220,276$11.1M0.04%2025-12-31
186KESTRA PRIVATE WEALTH SERVICES, LLC219,607$11.0M0.04%2025-12-31
187Physician Wealth Solutions Inc.218,414$11.0M0.04%2025-12-31
188KEYBANK NATIONAL ASSOCIATION/OH215,539$10.8M0.04%2025-12-31
189RENAISSANCE TECHNOLOGIES LLC211,254$10.6M0.04%2025-12-31
190SIMON QUICK ADVISORS, LLC210,266$10.6M0.04%2025-12-31
191Aptus Capital Advisors, LLC210,179$10.6M0.04%2025-12-31
192Concurrent Investment Advisors, LLC205,989$10.4M0.04%2025-12-31
193Farther Finance Advisors, LLC204,543$10.3M0.04%2025-12-31
194Altiora Financial Group, LLC204,478$10.3M0.04%2025-12-31
195Private Advisor Group, LLC203,717$10.2M0.04%2025-12-31
196JACOBSON & SCHMITT ADVISORS, LLC202,625$10.2M0.04%2025-12-31
197Keebeck Wealth Management202,480$10.2M0.04%2025-12-31
198PFG Advisors202,338$10.2M0.04%2025-12-31
199Forvis Mazars Wealth Advisors, LLC202,020$10.2M0.04%2025-12-31
200MidFirst Bank200,548$10.1M0.04%2025-12-31
201AMI INVESTMENT MANAGEMENT INC200,090$10.1M0.04%2025-12-31
202Rockefeller Capital Management L.P.196,815$9.9M0.03%2025-12-31
203Level Wealth Management LLC196,542$9.9M0.03%2025-12-31
204Ashton Thomas Private Wealth, LLC196,077$9.9M0.03%2025-12-31
205BARON SILVER STEVENS FINANCIAL ADVISORS, LLC195,742$9.8M0.03%2025-12-31
206Winthrop Advisory Group LLC194,004$9.8M0.03%2025-12-31
207Firestone Capital Management193,945$9.8M0.03%2025-12-31
208Florida Trust Wealth Management Co193,827$9.7M0.03%2025-12-31
209SPIREPOINT PRIVATE CLIENT, LLC191,675$9.6M0.03%2025-12-31
210BRANDYWINE OAK PRIVATE WEALTH LLC185,562$9.3M0.03%2025-12-31
211Stewardship Advisors, LLC184,301$9.3M0.03%2025-12-31
212Verus Financial Partners, Inc.182,641$9.2M0.03%2025-12-31
213Sage Mountain Advisors LLC182,315$9.2M0.03%2025-12-31
214RTD Financial Advisors, Inc.180,823$9.1M0.03%2025-12-31
215Washington Trust Advisors, Inc.178,529$9.0M0.03%2025-12-31
216CAPSTONE CAPITAL LLC177,817$8.9M0.03%2025-12-31
217Steward Partners Investment Advisory, LLC177,200$8.9M0.03%2025-12-31
218DEUTSCHE BANK AG\176,685$8.9M0.03%2025-12-31
219WEBSTERROGERS FINANCIAL ADVISORS, LLC174,166$8.8M0.03%2025-12-31
220COMERICA BANK173,758$8.7M0.03%2025-12-31
221Valmark Advisers, Inc.172,880$8.7M0.03%2025-12-31
222Summit Financial, LLC168,086$8.5M0.03%2025-12-31
223COOPER/HAIMS ADVISORS, LLC166,552$8.4M0.03%2025-12-31
224Graves Light Lenhart Wealth, Inc.166,073$8.4M0.03%2025-12-31
225TD PRIVATE CLIENT WEALTH LLC165,360$8.3M0.03%2025-12-31
226Smartleaf Asset Management LLC164,303$8.3M0.03%2025-12-31
227Capstone Financial Advisors, Inc.164,269$8.3M0.03%2025-12-31
228ASHTON THOMAS SECURITIES, LLC162,940$8.2M0.03%2025-12-31
229Veratis Advisors, Inc.160,726$8.2M0.03%2025-12-31
230Strategic Blueprint, LLC159,857$8.0M0.03%2025-12-31
231Integrated Advisors Network LLC159,029$8.0M0.03%2025-12-31
232Arax Advisory Partners158,963$8.0M0.03%2025-12-31
233GREAT VALLEY ADVISOR GROUP, INC.158,301$8.0M0.03%2025-12-31
234Summit Wealth Group, LLC157,714$7.9M0.03%2025-12-31
235IEQ CAPITAL, LLC157,422$7.9M0.03%2025-12-31
236Beacon Wealthcare LLC154,636$7.8M0.03%2025-12-31
237Miracle Mile Advisors, LLC152,365$7.7M0.03%2025-12-31
238Joel Adams & Associates, Inc.150,258$7.6M0.03%2025-12-31
239Schneider Downs Wealth Management Advisors, LP150,205$7.6M0.03%2025-12-31
240Avantax Planning Partners, Inc.148,443$7.5M0.02%2025-12-31
241GENESIS PRIVATE WEALTH, LLC147,562$7.4M0.02%2025-12-31
242ONE Advisory Partners, LLC146,798$7.4M0.02%2025-12-31
243Acumen Wealth Advisors, LLC146,149$7.3M0.02%2025-12-31
244Hurlow Wealth Management Group, Inc.146,019$7.3M0.02%2025-12-31
245Glassman Wealth Services145,313$7.3M0.02%2025-12-31
246Cherry Tree Wealth Management, LLC145,291$7.3M0.02%2025-12-31
24725 LLC144,563$7.3M0.02%2025-12-31
248ForthRight Wealth Management, LLC144,087$7.2M0.02%2025-12-31
249Soltis Investment Advisors LLC143,833$7.2M0.02%2025-12-31
250MAI Capital Management142,176$7.2M0.02%2025-12-31
251ROBERTS GLORE & CO INC /IL/140,977$7.1M0.02%2025-12-31
252Stembrook Asset Management, LLC140,681$7.1M0.02%2025-12-31
253Capital Advisors Wealth Management, LLC136,874$6.9M0.02%2025-12-31
254Gutierrez Wealth Advisory, LLC135,777$6.8M0.02%2025-12-31
255Xena Financial Planning, LLC135,534$6.8M0.02%2025-12-31
256Trinity Financial Advisors LLC134,451$6.8M0.02%2025-12-31
257Rochester Wealth Strategies, LLC133,756$6.7M0.02%2025-12-31
258Goodman Advisory Group, LLC133,740$6.7M0.02%2025-12-31
259Orion Porfolio Solutions, LLC133,490$6.7M0.02%2025-12-31
260Schiavi & Co LLC132,540$6.7M0.02%2025-12-31
261PRINCIPAL SECURITIES, INC.131,932$6.6M0.02%2025-12-31
262Mustard Seed Financial, LLC129,885$6.5M0.02%2025-12-31
263LAUREL OAK WEALTH MANAGEMENT, LLC129,442$6.5M0.02%2025-12-31
264Chesley Taft & Associates LLC128,712$6.5M0.02%2025-12-31
265MOODY NATIONAL BANK TRUST DIVISION127,784$6.4M0.02%2025-12-31
266ZEVIN ASSET MANAGEMENT LLC127,580$6.4M0.02%2025-12-31
267McNamara Financial Services, Inc.126,709$6.4M0.02%2025-12-31
268Alaethes Wealth, LLC126,134$6.3M0.02%2025-12-31
269DRAVO BAY LLC125,979$6.3M0.02%2025-12-31
270BROWN WEALTH MANAGEMENT, LLC125,385$6.3M0.02%2025-12-31
271Coastline Trust Co124,718$6.3M0.02%2025-12-31
272Caliber Wealth Management, LLC / KS124,453$6.3M0.02%2025-12-31
273High Falls Advisors, Inc124,241$6.2M0.02%2025-12-31
274STEPHENS INC /AR/124,115$6.2M0.02%2025-12-31
275Global Retirement Partners, LLC122,420$6.2M0.02%2025-12-31
276EAGLE ROCK INVESTMENT COMPANY, LLC120,051$6.0M0.02%2025-12-31
277Stonebridge Capital Advisors LLC119,157$6.0M0.02%2025-12-31
278BENJAMIN EDWARDS INC118,065$5.9M0.02%2025-12-31
279Leonard Rickey Investment Advisors P.L.L.C.117,999$5.9M0.02%2025-12-31
280Visionary Wealth Advisors117,469$5.9M0.02%2025-12-31
281STAGE HARBOR FINANCIAL, LLC115,454$5.8M0.02%2025-12-31
282NWAM LLC114,553$5.8M0.02%2025-12-31
283AMERICAN FINANCIAL & TAX STRATEGIES INC114,104$5.7M0.02%2025-12-31
284IFP Advisors, Inc114,008$5.7M0.02%2025-12-31
285AXXCESS WEALTH MANAGEMENT, LLC113,147$5.7M0.02%2025-12-31
286Ascent Group, LLC112,329$5.6M0.02%2025-12-31
287Retirement Investment Advisors, Inc.111,552$5.6M0.02%2025-12-31
288Bowman & Co S.C.110,795$5.6M0.02%2025-12-31
289Cascade Financial Partners, LLC110,221$5.5M0.02%2025-12-31
290Vested Financial Planning, LLC110,055$5.5M0.02%2025-12-31
291MGO ONE SEVEN LLC109,683$5.5M0.02%2025-12-31
292Stokes Family Office, LLC108,866$5.5M0.02%2025-12-31
293Sargent Investment Group, LLC108,573$5.5M0.02%2025-12-31
294VERUS WEALTH MANAGEMENT, LLC106,720$5.4M0.02%2025-12-31
295Envision Financial LLC105,986$5.3M0.02%2025-12-31
296KING LUTHER CAPITAL MANAGEMENT CORP105,982$5.3M0.02%2025-12-31
297Legacy Wealth Partners, LLC105,194$5.3M0.02%2025-12-31
298Tilson Financial Group, Inc.105,024$5.3M0.02%2025-12-31
299Vannoy Advisory Group, Inc.104,129$5.2M0.02%2025-12-31
300Bear Mountain Capital, Inc.102,548$5.2M0.02%2025-12-31
301K2 Financial Inc.102,185$5.2M0.02%2025-12-31
3021900 WEALTH MANAGEMENT LLC102,361$5.1M0.02%2025-12-31
303Shade Tree Advisors LLC101,628$5.1M0.02%2025-12-31
304EverSource Wealth Advisors, LLC101,628$5.1M0.02%2025-12-31
305Diversified Portfolios, Inc.101,466$5.1M0.02%2025-12-31
306PATRIOT INVESTMENT MANAGEMENT GROUP, INC.101,087$5.1M0.02%2025-12-31
307Invst, LLC100,901$5.1M0.02%2025-12-31
308NewCorp Financial Services, Inc.99,043$5.0M0.01%2025-12-31
309UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC98,848$5.0M0.01%2025-12-31
310PINNACLE ASSOCIATES LTD98,399$4.9M0.01%2025-12-31
311RCS Financial Planning, LLC98,298$4.9M0.01%2025-12-31
312Pinnacle Wealth Management Advisory Group, LLC97,593$4.9M0.01%2025-12-31
313JNBA Financial Advisors97,569$4.9M0.01%2025-12-31
314May Hill Capital, LLC95,936$4.8M0.01%2025-12-31
315WealthCollab, LLC95,738$4.8M0.01%2025-12-31
316Edgestream Partners, L.P.95,606$4.8M0.01%2025-12-31
317Asio Capital, LLC95,155$4.8M0.01%2025-12-31
318ELEMENT POINTE ADVISORS, LLC92,832$4.7M0.01%2025-12-31
319BTG Pactual Asset Management US LLC94,562$4.6M0.01%2025-12-31
320LifePlan Investment Advisors, Inc.91,945$4.6M0.01%2025-12-31
321TBH Global Asset Management, LLC91,743$4.6M0.01%2025-12-31
322Finhabits Advisors LLC90,914$4.6M0.01%2025-12-31
323TD Capital Management LLC89,946$4.5M0.01%2025-12-31
324DAVENPORT & Co LLC89,740$4.5M0.01%2025-12-31
325MGO Private Wealth, LLC89,736$4.5M0.01%2025-12-31
326Diversified Enterprises, LLC88,574$4.5M0.01%2025-12-31
327CITADEL ADVISORS LLC87,800$4.4M0.01%2025-12-31
328EXENCIAL WEALTH ADVISORS, LLC87,348$4.4M0.01%2025-12-31
329WATERSHED PRIVATE WEALTH LLC87,219$4.4M0.01%2025-12-31
330Crusonia Wealth Advisors LLC86,393$4.3M0.01%2025-12-31
331Baker Avenue Asset Management, LP86,280$4.3M0.01%2025-12-31
332GRAND WEALTH MANAGEMENT, LLC86,015$4.3M0.01%2025-12-31
333OLIO Financial Planning85,142$4.3M0.01%2025-12-31
334UNIVEST FINANCIAL Corp85,077$4.3M0.01%2025-12-31
335Financial Planning Navigators CORP84,934$4.3M0.01%2025-12-31
336Meridian Wealth Management, LLC84,688$4.3M0.01%2025-12-31
337Wrenne Financial Planning LLC84,504$4.2M0.01%2025-12-31
338FIRST AMERICAN TRUST, FSB83,635$4.2M0.01%2025-12-31
339Wealthcare Advisory Partners LLC83,372$4.2M0.01%2025-12-31
340American Investment Services, Inc.82,741$4.2M0.01%2025-12-31
341VICUS CAPITAL81,691$4.1M0.01%2025-12-31
342BLAIR WILLIAM & CO/IL81,656$4.1M0.01%2025-12-31
343MASTER'S WEALTH MANAGEMENT INC.81,608$4.1M0.01%2025-12-31
344Glenview Trust co81,556$4.1M0.01%2025-12-31
345Hassell Wealth Management, LLC80,781$4.1M0.01%2025-12-31
346Compass Advisory Group LLC80,732$4.1M0.01%2025-12-31
347Eaton Financial Holdings Company, LLC80,667$4.1M0.01%2025-12-31
348BCGM Wealth Management, LLC80,294$4.0M0.01%2025-12-31
349Kelman-Lazarov, Inc.80,253$4.0M0.01%2025-12-31
350FINANCIAL LIFE ADVISORS79,753$4.0M0.01%2025-12-31
351McAdam, LLC79,508$4.0M0.01%2025-12-31
352TAGStone Capital, Inc.79,424$4.0M0.01%2025-12-31
353Traction Financial Partners, LLC79,265$4.0M0.01%2025-12-31
354CAMBRIDGE ASSOCIATES LLC /MA/ /ADV79,200$4.0M0.01%2025-12-31
355World Investment Advisors81,401$4.0M0.01%2025-12-31
356Capital Investment Services of America, Inc.78,725$4.0M0.01%2025-12-31
357Fiduciary Wealth Partners, LLC78,588$4.0M0.01%2025-12-31
358Allodium Investment Consultants, LLC78,492$3.9M0.01%2025-12-31
359PURE PORTFOLIOS HOLDINGS LLC78,274$3.9M0.01%2025-12-31
360L.K. Benson & Company, P.C.78,202$3.9M0.01%2025-12-31
361High Probability Advisors, LLC77,693$3.9M0.01%2025-12-31
362Aspire Private Capital, LLC76,999$3.9M0.01%2025-12-31
363Atria Investments, Inc75,929$3.8M0.01%2025-12-31
364Financial Guidance Group, Inc.75,599$3.8M0.01%2025-12-31
365UNIQUE WEALTH, LLC75,537$3.8M0.01%2025-12-31
366Spire Wealth Management75,257$3.8M0.01%2025-12-31
367Capital Asset Advisory Services LLC74,801$3.8M0.01%2025-12-31
368Equita Financial Network, Inc.74,472$3.7M0.01%2025-12-31
369Sterling Financial Planning, Inc.74,097$3.7M0.01%2025-12-31
370MONEYWISE, INC.73,431$3.7M0.01%2025-12-31
371WEALTH ALLIANCE, LLC73,275$3.7M0.01%2025-12-31
372Penney Financial, LLC73,132$3.7M0.01%2025-12-31
373Per Stirling Capital Management, LLC.73,013$3.7M0.01%2025-12-31
374Insight Wealth Strategies, LLC71,772$3.6M0.01%2025-12-31
375Valeo Financial Advisors, LLC71,361$3.6M0.01%2025-12-31
376Modern Wealth Management, LLC71,227$3.6M0.01%2025-12-31
377Elser Financial Planning, Inc70,909$3.6M0.01%2025-12-31
378Pinnacle Financial Partners, Inc.69,815$3.5M0.01%2025-12-31
379Mason & Associates, LLC69,689$3.5M0.01%2025-12-31
380Linscomb Wealth, Inc.69,451$3.5M0.01%2025-12-31
381William Mack & Associates, Inc.69,081$3.5M0.01%2025-12-31
382Dakota Wealth Management69,029$3.5M0.01%2025-12-31
383CREATIVE FINANCIAL DESIGNS INC /ADV68,809$3.5M0.01%2025-12-31
384Rockbridge Investment Management, LCC68,585$3.4M0.01%2025-12-31
385Prestige Wealth Management Group LLC67,240$3.4M0.01%2025-12-31
386CHRISTINE MESSMER PC68,269$3.4M0.01%2025-12-31
387STEPH & CO68,060$3.4M0.01%2025-12-31
388DIVERSIFY WEALTH MANAGEMENT, LLC67,318$3.4M0.01%2025-12-31
389BAILARD, INC.67,325$3.4M0.01%2025-12-31
390Rede Wealth, LLC67,318$3.4M0.01%2025-12-31
391Tortoise Investment Management, LLC66,979$3.4M0.01%2025-12-31
392LPWM LLC66,917$3.4M0.01%2025-12-31
393Chicago Partners Investment Group LLC66,548$3.4M0.01%2025-12-31
394Savvy Advisors, Inc.66,522$3.3M0.01%2025-12-31
395Joel Isaacson & Co., LLC66,476$3.3M0.01%2025-12-31
396Sellwood Investment Partners LLC66,314$3.3M0.01%2025-12-31
397CATALYST FINANCIAL PARTNERS LLC66,157$3.3M0.01%2025-12-31
398SCHMIDT P J INVESTMENT MANAGEMENT INC65,966$3.3M0.01%2025-12-31
399Cornerstone Wealth Management, LLC65,960$3.3M0.01%2025-12-31
400Values Added Financial LLC65,631$3.3M0.01%2025-12-31
401MOTIVE WEALTH ADVISORS65,554$3.3M0.01%2025-12-31
402Elmwood Wealth Management, Inc.65,380$3.3M0.01%2025-12-31
403FourThought Financial Partners, LLC65,293$3.3M0.01%2025-12-31
404CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC64,858$3.3M0.01%2025-12-31
405Blume Capital Management, Inc.64,600$3.2M0.01%2025-12-31
406TPG Financial Advisors, LLC64,217$3.2M0.01%2025-12-31
407MB, LEVIS & ASSOCIATES, LLC63,962$3.2M0.01%2025-12-31
408Shared Vision Wealth Group LLC63,535$3.2M0.01%2025-12-31
409Advyzon Investment Management, LLC63,520$3.2M0.01%2025-12-31
410HANCOCK WHITNEY CORP62,977$3.2M0.01%2025-12-31
411Galvin, Gaustad & Stein, LLC62,529$3.1M0.01%2025-12-31
412Fulton Bank, N.A.62,412$3.1M0.01%2025-12-31
413MITCHELL MCLEOD PUGH & WILLIAMS INC61,885$3.1M0.01%2025-12-31
414UNITED CAPITAL FINANCIAL ADVISORS, LLC62,297$3.1M0.01%2025-12-31
415Timonier Family Office, LTD.62,174$3.1M0.01%2025-12-31
416Apollon Wealth Management, LLC61,122$3.1M0.01%2025-12-31
417CARY STREET PARTNERS FINANCIAL LLC61,077$3.1M0.01%2025-12-31
418Opes Wealth Management LLC61,047$3.1M0.01%2025-12-31
419Kingsview Wealth Management, LLC60,710$3.1M0.01%2025-12-31
420PLANWISER FINANCIAL, LLC60,252$3.0M0.01%2025-12-31
421BURNEY CO/60,512$3.0M0.01%2025-12-31
422Independent Advisor Alliance59,982$3.0M0.01%2025-12-31
423Pure Financial Advisors, LLC59,881$3.0M0.01%2025-12-31
424McNaughton Wealth Management, LLC59,598$3.0M0.01%2025-12-31
425UMB Bank, n.a.59,472$3.0M0.01%2025-12-31
426Trust Co59,431$3.0M0.01%2025-12-31