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Vanguard Mega Cap Value ETF (MGV)

CUSIP: 921910840 | NYSE | 1120 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Assetmark, Inc15,718,874
4.3% of portfolio›$2.5B
Black Diamond Financial, LLC779,389
10.7% of portfolio›$125.6M
Vantagepoint Investment Advisers LLC733,157
0.9% of portfolio›$118.1M
Kestra Advisory Services, LLC420,234
0.2% of portfolio›$67.7M
Cambridge Investment Research Advisors, Inc.385,841
0.0% of portfolio›$62.2K
Praetorian Wealth Management, Inc.382,890
10.6% of portfolio›$61.7M
Bernardo Wealth Planning LLC367,590
5.0% of portfolio›$59.2M
Petredis Investment Advisors LLC367,187
3.9% of portfolio›$59.2M
Commonwealth Equity Services, LLC286,772
0.1% of portfolio›$46.2M
Avior Wealth Management, LLC242,661
1.0% of portfolio›$39.1M
Braeburn Wealth Management LLC227,511
15.5% of portfolio›$36.6M
Integrated Capital Management, LLC208,290
12.2% of portfolio›$33.6M
Titleist Asset Management, LLC193,876
2.0% of portfolio›$31.2M
Capital Advantage, Inc.193,114
3.7% of portfolio›$31.1M
Zeit Capital LLC186,944
18.5% of portfolio›$30.1M
ETF Portfolio Partners, Inc.170,884
6.9% of portfolio›$27.5M
Wealthcare Advisory Partners LLC166,432
0.5% of portfolio›$26.8M
Breakwater Capital Group164,589
3.1% of portfolio›$26.5M
Pachira Investments Inc.154,836
8.0% of portfolio›$24.9M
Bison Wealth, LLC153,414
2.1% of portfolio›$25.2M
Wealth Enhancement Advisory Services, LLC152,867
0.0% of portfolio›$25.0M
Parallel Advisors, LLC152,615
0.3% of portfolio›$24.6M
Retirement Planning Group, LLC146,084
0.6% of portfolio›$23.5M
US Bancorp \de\145,466
0.0% of portfolio›$23.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management132,683
0.3% of portfolio›$21.4M
Means Investment Co., Inc.125,009
1.5% of portfolio›$20.1M
rebel Financial LLC116,067
7.6% of portfolio›$18.7M
Woodard & Co Asset Management Group Inc108,851
2.6% of portfolio›$17.5M
ARQ Wealth Advisors, LLC102,520
2.0% of portfolio›$16.5M
Crumly & Associates Inc.101,549
2.9% of portfolio›$16.4M
Creative Planning101,199
0.0% of portfolio›$16.3M
PFG Private Wealth Management, LLC100,275
6.8% of portfolio›$16.2M
HB Wealth Management, LLC98,303
0.1% of portfolio›$15.8M
Kestra Private Wealth Services, LLC89,935
0.2% of portfolio›$14.5M
Annex Advisory Services, LLC88,951
0.2% of portfolio›$14.3M
Avid Wealth Partners LLC82,531
6.1% of portfolio›$13.3M
Allstreet Capital Advisors LLC81,486
8.6% of portfolio›$13.1M
James J. Burns & Company, LLC77,919
1.3% of portfolio›$12.6M
Quadcap Wealth Management, LLC72,542
1.1% of portfolio›$11.7M
Hidden Cove Wealth Management, LLC71,558
6.2% of portfolio›$11.5M
Modera Wealth Management, LLC70,772
0.1% of portfolio›$11.4M
Capital Planning LLC69,727
3.0% of portfolio›$11.2M
D.A. Davidson & Co.69,138
0.1% of portfolio›$11.1M
Mayfair Advisory Group, LLC66,820
3.1% of portfolio›$10.8M
Fingerlakes Wealth Management, Inc.64,502
5.5% of portfolio›$10.4M
Pacific Center for Financial Services62,536
2.1% of portfolio›$10.1M
Gladwyn Financial Advisors, Inc.59,508
6.1% of portfolio›$9.6M
Compass Planning Associates Inc56,954
4.8% of portfolio›$9.2M
Encompass Wealth Advisors, LLC56,482
1.3% of portfolio›$9.1M
Colorado Capital Management, Inc.56,458
0.0% of portfolio›$9.1K
Daymark Wealth Partners, LLC56,393
0.2% of portfolio›$9.1M
Fiduciary Alliance LLC50,040
0.6% of portfolio›$8.1M
Davenport & Co LLC46,616
0.0% of portfolio›$7.5M
Fifth Third Bancorp44,509
0.0% of portfolio›$7.2M
Capstone Wealth Management Group, LLC44,029
2.6% of portfolio›$6.1M
Waystone Advisors LLC42,695
5.2% of portfolio›$7.0M
Partners Wealth Management, LLC41,856
0.7% of portfolio›$6.7M
TFB Advisors LLC41,623
2.7% of portfolio›$6.7M
Atria Investments, Inc40,475
0.1% of portfolio›$6.5M
Milestone Asset Management Group, LLC38,856
2.9% of portfolio›$6.3M
Diversify Advisory Services, LLC38,179
0.1% of portfolio›$6.3M
Diversify Wealth Management, LLC38,179
0.1% of portfolio›$6.3M
Royal Fund Management, LLC37,310
0.5% of portfolio›$6.0M
Phillips Financial Management, LLC35,616
0.4% of portfolio›$5.7M
Center For Asset Management LLC35,455
2.6% of portfolio›$5.7M
Towerpoint Wealth, LLC33,208
1.9% of portfolio›$5.3M
Principle Wealth Partners LLC32,920
0.3% of portfolio›$5.3M
HUB Investment Partners, LLC32,074
0.1% of portfolio›$5.2M
WPG Advisers, LLC30,883
2.7% of portfolio›$5.0M
Richard P Slaughter Associates Inc29,755
0.9% of portfolio›$4.8M
Creative Financial Designs Inc29,694
0.2% of portfolio›$4.8M
Trademark Financial Management, LLC28,636
1.9% of portfolio›$4.6M
MGO One Seven LLC28,612
0.1% of portfolio›$4.6M
Boyd Wealth Management, LLC28,071
1.6% of portfolio›$4.5M
Cresta Advisors, Ltd.26,825
1.9% of portfolio›$4.3M
EverSource Wealth Advisors, LLC26,423
0.1% of portfolio›$4.3M
Stirlingshire Investments, Inc.26,138
3.0% of portfolio›$4.2M
Pinnacle Bancorp, Inc.25,870
1.1% of portfolio›$4.2M
Silverlake Wealth Management LLC24,903
0.7% of portfolio›$4.0M
Lido Advisors, LLC24,206
0.0% of portfolio›$3.9M
Olistico Wealth, LLC23,813
1.6% of portfolio›$3.8M
Independent Financial Group, LLC23,455
0.1% of portfolio›$3.8M
Perryman Financial Advisory Inc23,129
0.5% of portfolio›$3.7M
Glass Jacobson Investment Advisors llc23,015
1.1% of portfolio›$3.7M
Ifrah Financial Services, Inc.21,351
0.9% of portfolio›$3.4M
Breakwater Investment Management20,339
1.1% of portfolio›$3.3M
Truist Financial Corp19,971
0.0% of portfolio›$3.2M
Concurrent Investment Advisors, LLC19,847
0.0% of portfolio›$3.2M
Choreo, LLC18,640
0.0% of portfolio›$3.0M
Mather Group, Llc.18,484
0.0% of portfolio›$3.0M
Grantvest Financial Group LLC18,094
1.7% of portfolio›$2.9M
PFG Advisors16,703
0.1% of portfolio›$2.7M
Ascent Group, LLC16,601
0.1% of portfolio›$2.7M
Wealthcare Capital Partners, LLC16,420
1.1% of portfolio›$2.6M
J.W. Cole Advisors, Inc.16,395
0.0% of portfolio›$2.6M
WT Wealth Management15,999
0.7% of portfolio›$2.6M
SAX Wealth Advisors, LLC15,806
0.1% of portfolio›$2.5M
Simon Quick Advisors, LLC15,485
0.1% of portfolio›$2.5M
Pacific Excel Wealth Advisors, Inc.14,961
2.7% of portfolio›$2.4M
Revisor Wealth Management LLC14,615
0.6% of portfolio›$2.4M
Flagship Wealth Advisors, LLC14,434
0.5% of portfolio›$2.3M
Finward Bancorp14,185
1.7% of portfolio›$2.3M
Hazlett, Burt & Watson, Inc.13,961
0.0% of portfolio›$2.2K
Farther Finance Advisors, LLC13,645
0.0% of portfolio›$2.2M
Merited Wealth, LLC12,647
1.4% of portfolio›$2.0M
CoreCap Advisors, LLC12,538
0.1% of portfolio›$2.0M
GreatBanc Trust Co11,253
1.1% of portfolio›$1.8M
Matthew Goff Investment Advisor, LLC11,004
0.3% of portfolio›$1.8M
Freestate Advisors LLC10,440
1.3% of portfolio›$1.7M
CFC Planning Co LLC10,369
0.9% of portfolio›$1.7M
Sowell Financial Services LLC10,348
0.1% of portfolio›$1.7M
Procyon Advisors, LLC10,313
0.1% of portfolio›$1.7M
Signature Estate & Investment Advisors LLC9,922
0.0% of portfolio›$1.6M
Harpswell Capital Advisors, LLC9,881
1.0% of portfolio›$1.6M
Sigma Planning Corp9,671
0.0% of portfolio›$1.6M
Worth Asset Management, LLC9,575
0.4% of portfolio›$1.5M
Regions Financial Corp9,521
0.0% of portfolio›$1.5M
Keeler Thomas Management LLC9,349
0.6% of portfolio›$1.5M
High Net Worth Advisory Group LLC8,913
0.3% of portfolio›$1.4M
Gateway Investment Advisers LLC8,787
0.0% of portfolio›$1.4M
Salem Investment Counselors Inc8,095
0.0% of portfolio›$1.3M
Blackston Financial Advisory Group, LLC8,022
0.7% of portfolio›$1.3M
SBK Financial, Inc.7,955
0.6% of portfolio›$1.3M
Focused Alpha, LLC7,937
0.3% of portfolio›$1.3M
Americana Partners, LLC7,594
0.0% of portfolio›$1.2M
Visionary Wealth Advisors7,549
0.0% of portfolio›$1.2M
Brookstone Capital Management7,382
0.0% of portfolio›$1.2M
Private Wealth Group, LLC7,354
0.5% of portfolio›$1.2M
Moneco Advisors, LLC7,331
0.1% of portfolio›$1.2M
Koshinski Asset Management, Inc.7,256
0.1% of portfolio›$1.2M
Crane Advisory, LLC7,126
0.2% of portfolio›$1.2M
Crescent Grove Advisors, LLC7,056
0.1% of portfolio›$1.1M
Richardson Financial Services Inc.6,975
0.6% of portfolio›$1.1M
Vise Technologies, Inc.6,963
0.0% of portfolio›$1.1M
Kingswood Wealth Advisors, LLC6,842
0.0% of portfolio›$1.1M
Meridian Wealth Management, LLC6,820
0.0% of portfolio›$1.1M
Old National Bancorp6,786
0.0% of portfolio›$1.1M
Hudock, Inc.6,758
0.1% of portfolio›$1.1M
StoneX Group Inc.6,719
0.0% of portfolio›$1.1M
Arcadia Investment Advisors LLC6,497
0.4% of portfolio›$1.0M
Wealthcare Capital Management LLC6,445
0.1% of portfolio›$1.0M
Robertson Stephens Wealth Management, LLC6,375
0.0% of portfolio›$1.0M
Cassaday & Co Wealth Management LLC6,186
0.0% of portfolio›$996.5K
Focus Financial Network, Inc.6,094
0.0% of portfolio›$981.7K
Sentinel Pension Advisors, LLC6,061
0.1% of portfolio›$976.4K
Cyndeo Wealth Partners, LLC5,985
0.0% of portfolio›$964.1K
Csenge Advisory Group5,971
0.0% of portfolio›$961.9K
IFP Advisors, Inc5,847
0.0% of portfolio›$941.9K
Miramontes Capital, LLC5,670
0.3% of portfolio›$913.4K
Investment Research & Advisory Group, Inc.5,605
0.3% of portfolio›$902.9K
Vicus Capital5,521
0.1% of portfolio›$889.4K
Creekside Partners5,416
0.3% of portfolio›$872.4K
New England Private Wealth Advisors LLC5,376
0.1% of portfolio›$866.0K
MidAtlantic Capital Management, Inc.5,336
0.5% of portfolio›$859.6K
Fifth Third Securities, Inc.5,310
0.0% of portfolio›$855.4K
Bright Futures Wealth Management, Llc.5,307
0.6% of portfolio›$855.0K
Venture Visionary Partners LLC5,233
0.0% of portfolio›$843.1K
Mainsail Asset Management, LLC5,215
0.3% of portfolio›$848.1K
Landaas & Co5,186
0.1% of portfolio›$835.4K
VestGen Advisors, LLC5,148
0.0% of portfolio›$829.3K
Rossmore Private Capital5,120
0.1% of portfolio›$824.8K
Comprehensive Financial Planning, Inc.5,054
0.4% of portfolio›$814.3K
Colton Groome Financial Advisors, LLC4,997
0.2% of portfolio›$805.0K
Wagner Wealth Management, LLC4,894
0.1% of portfolio›$788.4K
Brighton Jones LLC4,870
0.0% of portfolio›$784.5K
Marin Bay Wealth Advisors, LLC4,855
0.4% of portfolio›$782.1K
Raab & Moskowitz Asset Management LLC4,845
0.2% of portfolio›$780.5K
Accurate Wealth Management, LLC4,826
0.1% of portfolio›$789.0K
International Assets Investment Management, LLC4,791
0.0% of portfolio›$772.9K
Pinion Investment Advisors, LLC4,629
0.1% of portfolio›$745.7K
Rossby Financial, LCC4,623
0.1% of portfolio›$744.7K
Optivise Advisory Services LLC4,486
0.4% of portfolio›$722.7K
AlphaCore Capital LLC4,470
0.0% of portfolio›$720.1K
Capital Investment Advisory Services, LLC4,467
0.0% of portfolio›$727.6K
Independent Wealth Advisors LLC4,372
0.6% of portfolio›$704.3K
Gallacher Capital Management LLC4,077
0.5% of portfolio›$656.8K
Turtle Creek Wealth Advisors, LLC4,074
0.0% of portfolio›$656.3K
Bell Bank4,050
0.0% of portfolio›$652.4K
Noble Wealth Management PBC3,932
0.3% of portfolio›$633.4K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors3,930
0.0% of portfolio›$633.1K
Entrust Financial LLC3,908
0.3% of portfolio›$629.5K
Martel Wealth Advisors LLC3,884
0.1% of portfolio›$625.7K
Bank of New York Mellon Corp3,824
0.0% of portfolio›$616.0K
Triad Wealth Partners, LLC3,764
0.0% of portfolio›$606.3K
Eagle Wealth Advisors LLC3,641
0.4% of portfolio›$586.5K
Waters Parkerson & Co., LLC3,618
0.0% of portfolio›$582.8K
Prospera Financial Services Inc3,600
0.0% of portfolio›$608.7K
Todd Wealth Management, LLC3,573
0.4% of portfolio›$575.6K
OxenFree Capital LLC3,551
0.2% of portfolio›$577.4K
Pillar Financial Advisors, LLC3,510
0.3% of portfolio›$565.4K
Bay Capital Advisors, LLC3,500
0.3% of portfolio›$563.8K
Park Avenue Securities LLC3,397
0.0% of portfolio›$547
LWM Advisors Inc3,319
0.4% of portfolio›$534.7K
Fusion Family Wealth, LLC3,290
0.0% of portfolio›$530.0K
Balefire, LLC3,269
0.1% of portfolio›$526.6K
Interchange Capital Partners, LLC3,215
0.1% of portfolio›$517.9K
Nemes Rush Group LLC3,183
0.0% of portfolio›$512.7K
Nicholas Hoffman & Company, Llc.2,988
0.0% of portfolio›$481.3K
Primoris Wealth Advisors, LLC2,963
0.2% of portfolio›$461.2K
Solutions 4 Wealth, Ltd2,859
0.6% of portfolio›$460.5K
Integrity Advisory Solutions, LLC2,782
0.0% of portfolio›$448.2K
Ritholtz Wealth Management2,748
0.0% of portfolio›$442.7K
Simplicity Wealth,LLC2,735
0.0% of portfolio›$440.6K
Welch Group, LLC2,616
0.0% of portfolio›$421.4K
Spire Wealth Management2,544
0.0% of portfolio›$409.9K
First Citizens Bank & Trust Co2,530
0.0% of portfolio›$407.6K
Apeiron RIA LLC2,498
0.1% of portfolio›$403.0K
AA Financial Advisors, LLC2,442
0.0% of portfolio›$393.4K
Westco Advisory Services Inc2,424
0.2% of portfolio›$390.5K
RFG Advisory, LLC2,413
0.0% of portfolio›$388.7K
Private Trust Co NA2,394
0.0% of portfolio›$385.6K
Ethic Inc.2,384
0.0% of portfolio›$384.0K
Sterling Investment Counsel, LLC2,359
0.1% of portfolio›$380.0K
Citizens Financial Group Inc2,350
0.0% of portfolio›$378.5K
Global Trust Asset Management, LLC2,290
0.1% of portfolio›$368.9K
Verdence Capital Advisors LLC2,169
0.0% of portfolio›$349.4K
Endeavor Private Wealth, Inc.2,161
0.1% of portfolio›$348.1K
Retireful, LLC2,155
0.3% of portfolio›$347.1K
Lazari Capital Management, Inc.2,102
0.1% of portfolio›$338.6K
Pacific Capital Wealth Advisors, Inc.2,099
0.0% of portfolio›$338.1K
Lockerman Financial Group, Inc.2,082
0.5% of portfolio›$335.3K
BCO Wealth Management LLC2,081
0.2% of portfolio›$335.2K
United Advisor Group, LLC2,017
0.0% of portfolio›$324.9K
Stonebridge Financial Group, LLC2,015
0.0% of portfolio›$324.6K
RVW Wealth, LLC2,000
0.0% of portfolio›$322.2K
Tritonpoint Wealth, LLC2,000
0.0% of portfolio›$322.2K
TritonPoint Partners, LLC2,000
0.1% of portfolio›$322.2K
Brown Wealth Management, LLC1,996
0.1% of portfolio›$321.6K
Strategic Blueprint, LLC1,978
0.0% of portfolio›$318.6K
Investment Insight Wealth Management, LLC1,952
0.3% of portfolio›$314.4K
McClarren Financial Advisors, Inc.1,933
0.2% of portfolio›$311.4K
Darrow Company, Inc.1,854
0.1% of portfolio›$301.4K
AMG National Trust Bank1,825
0.0% of portfolio›$294.0K
John W. Brooker & Co., CPAs1,776
0.3% of portfolio›$286.1K
Sageworth Trust Co1,754
0.0% of portfolio›$282.6K
Kingsman Wealth Management, Inc.1,748
0.1% of portfolio›$281.6K
Certified Advisory Corp1,721
0.0% of portfolio›$277.2K
Rodgers & Associates, LTD1,715
0.0% of portfolio›$276.3K
Perigon Wealth Management, LLC1,672
0.0% of portfolio›$269.3K
NWF Advisory Services Inc.1,652
0.0% of portfolio›$266.1K
Clear Creek Financial Management, LLC1,619
0.0% of portfolio›$260.8K
SBI Securities Co., Ltd.1,578
0.0% of portfolio›$254.2K
Wilmington Savings Fund Society, FSB1,570
0.0% of portfolio›$252.9K
First Business Financial Services, Inc.1,536
0.0% of portfolio›$247.4K
Manchester Financial Inc1,527
0.0% of portfolio›$246.0K
Apollon Financial, LLC1,524
0.0% of portfolio›$245.5K
Signal Advisors Wealth, LLC1,496
0.0% of portfolio›$241.0K
Jackson Square Capital, LLC1,471
0.0% of portfolio›$237.0K
Keybank National Association1,450
0.0% of portfolio›$233.6K
SC&H Financial Advisors, Inc.1,448
0.0% of portfolio›$233.3K
Integrity Alliance, Llc.1,421
0.0% of portfolio›$228.9K
Cornerstone Management, Inc.1,413
0.0% of portfolio›$227.6K
Heffernan Advisory, Inc1,408
0.2% of portfolio›$226.8K
Beaumont Financial Advisors, LLC1,382
0.0% of portfolio›$222.6K
Fifth Third Wealth Advisors LLC1,361
0.0% of portfolio›$219.2K
Capital Management Associates, Inc1,359
0.0% of portfolio›$218.9K
Wesbanco Bank Inc1,355
0.0% of portfolio›$218.3K
Facet Wealth, Inc.1,322
0.0% of portfolio›$213.0K
Keystone Wealth Services, LLC1,309
0.0% of portfolio›$212.7K
Heck Capital Advisors, LLC1,305
0.0% of portfolio›$210.2K
Adkins Seale Capital Management LLC1,300
0.2% of portfolio›$209.4K
Lake Hills Wealth Management, LLC1,297
0.1% of portfolio›$208.9K
Plus Group Wealth Advisors LLC1,280
0.2% of portfolio›$206.2K
Prospera Capital Management, LLC1,267
0.1% of portfolio›$204.2K
Triumph Capital Management1,265
0.0% of portfolio›$203.8K
Joel Isaacson & Co., LLC1,263
0.0% of portfolio›$203.4K
Provenance Wealth Advisors, LLC1,261
0.0% of portfolio›$203.1K
Allspring Global Investments Holdings, LLC1,110
0.0% of portfolio›$179.1K
Farmers & Merchants Investments Inc1,036
0.0% of portfolio›$166.9K
Latitude Advisors, LLC941
0.0% of portfolio›$151.6K
MV Capital Management, Inc.928
0.0% of portfolio›$149.5K
Evolution Wealth Management Inc.883
0.1% of portfolio›$142.2K
DT Investment Partners, LLC860
0.0% of portfolio›$138.5K
Central Trust Co848
0.0% of portfolio›$136.6K
First Command Advisory Services, Inc.688
0.0% of portfolio›$110.8K
Blue Trust, Inc.679
0.0% of portfolio›$109.4K
Beacon Investment Advisory Services, Inc.667
0.0% of portfolio›$107.5K
Alpine Bank Wealth Management600
0.0% of portfolio›$96.7K
Compass Financial Management LLC571
0.0% of portfolio›$92.0K
Pflug Koory, LLC547
0.0% of portfolio›$88.1K
Harbor Investment Advisory, LLC520
0.0% of portfolio›$83.8K
Register Financial Advisors LLC497
0.0% of portfolio›$80.1K
Mascoma Wealth Management LLC485
0.0% of portfolio›$78.1K
Ashton Thomas Private Wealth, LLC442
0.0% of portfolio›$71.2K
Signaturefd, LLC439
0.0% of portfolio›$70.7K
Richards, Merrill & Peterson, Inc.410
0.0% of portfolio›$66.0K
Harbor Asset Planning, Inc.408
0.0% of portfolio›$65.7K
Tower View Wealth Management LLC402
0.0% of portfolio›$64.7K
City State Bank400
0.0% of portfolio›$64.4K
Larson Financial Group LLC390
0.0% of portfolio›$62.9K
Angeles Wealth Management, LLC355
0.0% of portfolio›$57.2K
Bay Harbor Wealth Management, LLC331
0.0% of portfolio›$53.3K
MTM Investment Management, LLC281
0.0% of portfolio›$45.3K
Key FInancial Inc275
0.0% of portfolio›$44.3K
Bare Financial Services, Inc252
0.0% of portfolio›$40.6K
First Horizon Corp233
0.0% of portfolio›$37.5K
Dynamic Wealth Strategies, LLC229
0.0% of portfolio›$36.9K
Balance Wealth Partners LLC221
0.0% of portfolio›$35.6K
Adirondack Trust Co210
0.0% of portfolio›$33.8K
Root Financial Partners, LLC206
0.0% of portfolio›$33.2K
Downshift Financial, LLC202
0.0% of portfolio›$32.5K
Nfsg Corp190
0.0% of portfolio›$30.7K
Ascentis Independent Advisors180
0.0% of portfolio›$29.0K
Kentucky Trust Co177
0.0% of portfolio›$28.5K
Fairway Wealth LLC176
0.0% of portfolio›$28.4K
Signature Resources Capital Management, LLC167
0.0% of portfolio›$26.9K
Lanark Financial, Inc.152
0.0% of portfolio›$24.5K
GoalVest Advisory LLC146
0.0% of portfolio›$23.5K
Costello Asset Management, Inc142
0.0% of portfolio›$22.9K
Signature Equity Partners, LLC117
0.0% of portfolio›$18.8K
TD Waterhouse Canada Inc.113
0.0% of portfolio›$18.3K
Halbert Hargrove Global Advisors, LLC97
0.0% of portfolio›$15.6K
Mainstream Capital Management LLC90
0.0% of portfolio›$14.5K
Valley Wealth Managers, Inc.87
0.0% of portfolio›$14.0K
First Community Trust NA80
0.0% of portfolio›$12.9K
Tsfg, LLC80
0.0% of portfolio›$13
Silver Grove Financial Group, Inc.74
0.0% of portfolio›$11.9K
Abound Wealth Management70
0.0% of portfolio›$11.3K
Networth Advisors, LLC69
0.0% of portfolio›$11.1K
Cranbrook Wealth Management, LLC67
0.0% of portfolio›$10.8K
Quest 10 Wealth Builders, Inc.67
0.0% of portfolio›$10.8K
GK Wealth Management LLC61
0.0% of portfolio›$9.8K
Cape Investment Advisory, Inc.57
0.0% of portfolio›$9.2K
Central Pacific Bank - Trust Division54
0.0% of portfolio›$8.7K
Jacobi Capital Management LLC50
0.0% of portfolio›$8.1K
James T. Borello RIA36
0.0% of portfolio›$5.8K
Blue Bell Private Wealth Management, LLC36
0.0% of portfolio›$5.8K
Loring Wolcott & Coolidge Fiduciary Advisors LLP35
0.0% of portfolio›$5.6K
Plante Moran Financial Advisors, LLC31
0.0% of portfolio›$5.0K
Princeton Global Asset Management LLC29
0.0% of portfolio›$4.7K
Kingdom Financial Group Llc.22
0.0% of portfolio›$3.6K
Nova Financial LLC20
0.0% of portfolio›$3.2K
Physician Wealth Advisors, Inc.17
0.0% of portfolio›$2.7K
Eastern Bank17
0.0% of portfolio›$2.7K
Proathlete Wealth Management LLC11
0.0% of portfolio›$1.8K
Citigroup Inc1
0.0% of portfolio›$161
McCarley & Cook Financial Planners1
0.0% of portfolio›$161
StyleTurnoverLocationFiled
Assetmark, Inc
15,718,874$2.5B4.3%ETFLowConcord, CA2026-10-21
Black Diamond Financial, LLC
779,389$125.6M10.7%ETFVery LowTowson, MD2026-10-26
Vantagepoint Investment Advisers LLC
733,157$118.1M0.9%ETFVery LowWashington, DC2026-10-26
Kestra Advisory Services, LLC
420,234$67.7M0.2%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
385,841$62.2K0.0%ETFLowFairfield, IA2026-11-02
Praetorian Wealth Management, Inc.
382,890$61.7M10.6%ETFVery LowCarmel, CA2026-10-16
Bernardo Wealth Planning LLC
367,590$59.2M5.0%ETFVery LowHarleysville, PA2026-10-23
Petredis Investment Advisors LLC
367,187$59.2M3.9%GrowthVery LowWarrendale, PA2026-10-20
Commonwealth Equity Services, LLC
286,772$46.2M0.1%ETFLowWaltham, MA2026-11-02
Avior Wealth Management, LLC
242,661$39.1M1.0%ETFMediumOmaha, NE2026-10-13
Braeburn Wealth Management LLC
227,511$36.6M15.5%ETFMediumMuskegon, MI2026-10-15
Integrated Capital Management, LLC
208,290$33.6M12.2%ETFLowBloomfield, MI2026-10-23
Titleist Asset Management, LLC
193,876$31.2M2.0%ETFLowSan Antonio, TX2026-10-08
Capital Advantage, Inc.
193,114$31.1M3.7%ETFMediumWalnut Creek, CA2026-10-14
Zeit Capital LLC
186,944$30.1M18.5%ETFVery LowGreenwood Village, CO2026-10-19
ETF Portfolio Partners, Inc.
170,884$27.5M6.9%ETFVery LowLeawood, KS2026-10-22
Wealthcare Advisory Partners LLC
166,432$26.8M0.5%ETFLowWest Chester, PA2026-10-21
Breakwater Capital Group
164,589$26.5M3.1%ETFLowParamus, NJ2026-10-09
Pachira Investments Inc.
154,836$24.9M8.0%ETFLowDana Point, CA2026-10-14
Bison Wealth, LLC
153,414$25.2M2.1%GrowthMediumAtlanta, GA2026-10-13
Wealth Enhancement Advisory Services, LLC
152,867$25.0M0.0%CoreLowPlymouth, MN2026-10-13
Parallel Advisors, LLC
152,615$24.6M0.3%IndexLowSan Francisco, CA2026-11-03
Retirement Planning Group, LLC
146,084$23.5M0.6%ETFVery LowLeawood, KS2026-10-19
US Bancorp \de\
145,466$23.4M0.0%IndexLowMinneapolis, MN2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
132,683$21.4M0.3%GrowthVery LowSeattle, WA2026-10-27
Means Investment Co., Inc.
125,009$20.1M1.5%GrowthVery LowBangor, ME2026-11-03
rebel Financial LLC
116,067$18.7M7.6%N/AVery LowGroveport, OH2026-11-04
Woodard & Co Asset Management Group Inc
108,851$17.5M2.6%ETFMediumBermuda Run, NC2026-11-03
ARQ Wealth Advisors, LLC
102,520$16.5M2.0%ETFLowScottsdale, AZ2026-10-29
Crumly & Associates Inc.
101,549$16.4M2.9%ETFMediumSpringfield, IL2026-10-07
Creative Planning
101,199$16.3M0.0%IndexVery LowOverland Park, KS2026-11-02
PFG Private Wealth Management, LLC
100,275$16.2M6.8%ETFHighLutz, FL2026-10-15
HB Wealth Management, LLC
98,303$15.8M0.1%IndexVery LowAtlanta, GA2026-10-23
Kestra Private Wealth Services, LLC
89,935$14.5M0.2%GrowthLowAustin, TX2026-10-30
Annex Advisory Services, LLC
88,951$14.3M0.2%GrowthHighBrookfield, WI2026-10-16
Avid Wealth Partners LLC
82,531$13.3M6.1%ETFMediumSan Antonio, TX2026-11-03
Allstreet Capital Advisors LLC
81,486$13.1M8.6%ETFVery LowLos Angeles, CA2026-11-04
James J. Burns & Company, LLC
77,919$12.6M1.3%ETFVery LowMelville, NY2026-10-22
Quadcap Wealth Management, LLC
72,542$11.7M1.1%ETFLowFrisco, TX2026-11-02
Hidden Cove Wealth Management, LLC
71,558$11.5M6.2%GrowthHighBainbridge Island, WA2026-10-19
Modera Wealth Management, LLC
70,772$11.4M0.1%ETFVery LowWestwood, NJ2026-10-28
Capital Planning LLC
69,727$11.2M3.0%ETFLowBellevue, WA2026-10-09
D.A. Davidson & Co.
69,138$11.1M0.1%CoreLowGreat Falls, MT2026-10-28
Mayfair Advisory Group, LLC
66,820$10.8M3.1%ETFLowBirmingham, AL2026-10-20
Fingerlakes Wealth Management, Inc.
64,502$10.4M5.5%ETFVery LowIthaca, NY2026-11-04
Pacific Center for Financial Services
62,536$10.1M2.1%ETFMediumDanville, CA2026-10-15
Gladwyn Financial Advisors, Inc.
59,508$9.6M6.1%ETFVery LowChantilly, VA2026-10-05
Compass Planning Associates Inc
56,954$9.2M4.8%ETFVery LowGreenfield, MA2026-10-13
Encompass Wealth Advisors, LLC
56,482$9.1M1.3%ETFVery LowPortland, OR2026-10-15
Colorado Capital Management, Inc.
56,458$9.1K0.0%ETFVery LowBoulder, CO2026-10-15
Daymark Wealth Partners, LLC
56,393$9.1M0.2%CoreLowCincinnati, OH2026-11-04
Fiduciary Alliance LLC
50,040$8.1M0.6%CoreMediumGreenville, SC2026-10-13
Davenport & Co LLC
46,616$7.5M0.0%CoreMediumRichmond, VA2026-10-14
Fifth Third Bancorp
44,509$7.2M0.0%IndexVery LowCincinnati, OH2026-11-05
Capstone Wealth Management Group, LLC
44,029$6.1M2.6%ETFMediumDunmore, PA2026-11-05
Waystone Advisors LLC
42,695$7.0M5.2%ETFLowRedmond, WA2026-10-16
Partners Wealth Management, LLC
41,856$6.7M0.7%CoreLowCarmel By The Sea, CA2026-10-28
TFB Advisors LLC
41,623$6.7M2.7%ETFLowOverland Park, KS2026-11-02
Atria Investments, Inc
40,475$6.5M0.1%CoreMediumCharlotte, NC2026-10-15
Milestone Asset Management Group, LLC
38,856$6.3M2.9%ETFVery LowAvon, CT2026-10-20
Diversify Advisory Services, LLC
38,179$6.3M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
38,179$6.3M0.1%GrowthMediumSandy, UT2026-10-20
Royal Fund Management, LLC
37,310$6.0M0.5%GrowthMediumLady Lake, FL2026-10-22
Phillips Financial Management, LLC
35,616$5.7M0.4%ETFVery LowFort Wayne, IN2026-10-19
Center For Asset Management LLC
35,455$5.7M2.6%ETFMediumPalm Beach Gardens, FL2026-10-16
Towerpoint Wealth, LLC
33,208$5.3M1.9%ETFLowSacramento, CA2026-10-13
Principle Wealth Partners LLC
32,920$5.3M0.3%CoreVery LowMadison, CT2026-11-02
HUB Investment Partners, LLC
32,074$5.2M0.1%GrowthLowAustin, TX2026-11-03
WPG Advisers, LLC
30,883$5.0M2.7%CoreLowBaltimore, MD2026-10-27
Richard P Slaughter Associates Inc
29,755$4.8M0.9%ETFMediumAustin, TX2026-10-13
Creative Financial Designs Inc
29,694$4.8M0.2%ETFMediumKokomo, IN2026-11-04
Trademark Financial Management, LLC
28,636$4.6M1.9%ETFMediumBloomington, MN2026-10-23
MGO One Seven LLC
28,612$4.6M0.1%GrowthLowBeachwood, OH2026-10-28
Boyd Wealth Management, LLC
28,071$4.5M1.6%ETFMediumSacramento, CA2026-10-20
Cresta Advisors, Ltd.
26,825$4.3M1.9%ETFVery LowLaredo, TX2026-10-14
EverSource Wealth Advisors, LLC
26,423$4.3M0.1%CoreMediumBirmingham, AL2026-11-04
Stirlingshire Investments, Inc.
26,138$4.2M3.0%ETFMediumNew York, NY2026-11-05
Pinnacle Bancorp, Inc.
25,870$4.2M1.1%CoreVery LowBeatrice, NE2026-10-21
Silverlake Wealth Management LLC
24,903$4.0M0.7%ETFLowWilliston, VT2026-10-21
Lido Advisors, LLC
24,206$3.9M0.0%GrowthLowLos Angeles, CA2026-11-04
Olistico Wealth, LLC
23,813$3.8M1.6%GrowthVery LowTulsa, OK2026-10-05
Independent Financial Group, LLC
23,455$3.8M0.1%GrowthLowSan Diego, CA2026-10-13
Perryman Financial Advisory Inc
23,129$3.7M0.5%GrowthVery LowDallas, TX2026-10-16
Glass Jacobson Investment Advisors llc
23,015$3.7M1.1%ETFLowOwings Mills, MD2026-10-26
Ifrah Financial Services, Inc.
21,351$3.4M0.9%ETFLowLittle Rock, AR2026-10-13
Breakwater Investment Management
20,339$3.3M1.1%ETFLowSeattle, WA2026-10-20
Truist Financial Corp
19,971$3.2M0.0%CoreLowCharlotte, NC2026-10-30
Concurrent Investment Advisors, LLC
19,847$3.2M0.0%GrowthMediumTampa, FL2026-10-16
Choreo, LLC
18,640$3.0M0.0%IndexLowRockford, IL2026-10-28
Mather Group, Llc.
18,484$3.0M0.0%ETFMediumChicago, IL2026-10-14
Grantvest Financial Group LLC
18,094$2.9M1.7%ETFLowMatawan, NJ2026-10-21
PFG Advisors
16,703$2.7M0.1%ETFMediumPhoenix, AZ2026-10-16
Ascent Group, LLC
16,601$2.7M0.1%CoreLowVirginia Beach, VA2026-10-30
Wealthcare Capital Partners, LLC
16,420$2.6M1.1%ETFLowWest Chester, PA2026-10-21
J.W. Cole Advisors, Inc.
16,395$2.6M0.0%IndexLowTampa, FL2026-11-05
WT Wealth Management
15,999$2.6M0.7%ETFMediumScottsdale, AZ2026-10-13
SAX Wealth Advisors, LLC
15,806$2.5M0.1%ETFVery LowParsippany, NJ2026-10-13
Simon Quick Advisors, LLC
15,485$2.5M0.1%ETFLowMorristown, NJ2026-10-26
Pacific Excel Wealth Advisors, Inc.
14,961$2.4M2.7%ETFHighWalnut Creek, CA2026-10-27
Revisor Wealth Management LLC
14,615$2.4M0.6%CoreLowAkron, OH2026-10-20
Flagship Wealth Advisors, LLC
14,434$2.3M0.5%ETFLowWakefield, MA2026-11-03
Finward Bancorp
14,185$2.3M1.7%CoreLowMunster, IN2026-10-14
Hazlett, Burt & Watson, Inc.
13,961$2.2K0.0%CoreVery LowWheeling, WV2026-11-04
Farther Finance Advisors, LLC
13,645$2.2M0.0%IndexLowSan Francisco, CA2026-10-08
Merited Wealth, LLC
12,647$2.0M1.4%ETFMediumNorth Bay Village, FL2026-10-13
CoreCap Advisors, LLC
12,538$2.0M0.1%ETFMediumSouthfield, MI2026-10-08
GreatBanc Trust Co
11,253$1.8M1.1%ETFLowLisle, IL2026-11-04
Matthew Goff Investment Advisor, LLC
11,004$1.8M0.3%CoreMediumHouston, TX2026-10-13
Freestate Advisors LLC
10,440$1.7M1.3%ETFVery LowOverland Park, KS2026-10-09
CFC Planning Co LLC
10,369$1.7M0.9%CoreMediumCicero, IN2026-10-28
Sowell Financial Services LLC
10,348$1.7M0.1%CoreLowNorth Little Rock, AR2026-10-23
Procyon Advisors, LLC
10,313$1.7M0.1%CoreVery LowShelton, CT2026-10-21
Signature Estate & Investment Advisors LLC
9,922$1.6M0.0%ETFMediumLos Angeles, CA2026-10-13
Harpswell Capital Advisors, LLC
9,881$1.6M1.0%ETFMediumYarmouth, ME2026-10-09
Sigma Planning Corp
9,671$1.6M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Worth Asset Management, LLC
9,575$1.5M0.4%ETFHighDallas, TX2026-10-07
Regions Financial Corp
9,521$1.5M0.0%CoreLowBirmingham, AL2026-11-05
Keeler Thomas Management LLC
9,349$1.5M0.6%CoreHighOrem, UT2026-10-29
High Net Worth Advisory Group LLC
8,913$1.4M0.3%ETFVery LowNaples, FL2026-10-26
Gateway Investment Advisers LLC
8,787$1.4M0.0%GrowthLowCincinnati, OH2026-10-13
Salem Investment Counselors Inc
8,095$1.3M0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Blackston Financial Advisory Group, LLC
8,022$1.3M0.7%ETFLowThe Villages, FL2026-11-04
SBK Financial, Inc.
7,955$1.3M0.6%N/AN/ARichmond, VA2026-11-02
Focused Alpha, LLC
7,937$1.3M0.3%CoreMediumDenver, CO2026-10-20
Americana Partners, LLC
7,594$1.2M0.0%CoreMediumHouston, TX2026-10-28
Visionary Wealth Advisors
7,549$1.2M0.0%ETFLowO'Fallon, IL2026-11-04
Brookstone Capital Management
7,382$1.2M0.0%ETFMediumWheaton, IL2026-10-22
Private Wealth Group, LLC
7,354$1.2M0.5%ETFLowTampa, FL2026-10-19
Moneco Advisors, LLC
7,331$1.2M0.1%ETFLowFairfield, CT2026-11-05
Koshinski Asset Management, Inc.
7,256$1.2M0.1%ETFLowDecatur, IL2026-10-29
Crane Advisory, LLC
7,126$1.2M0.2%ETFVery LowFullerton, CA2026-10-13
Crescent Grove Advisors, LLC
7,056$1.1M0.1%ETFLowLake Forest, IL2026-10-21
Richardson Financial Services Inc.
6,975$1.1M0.6%GrowthMediumMedway, MA2026-10-30
Vise Technologies, Inc.
6,963$1.1M0.0%IndexLowNew York, NY2026-10-29
Kingswood Wealth Advisors, LLC
6,842$1.1M0.0%GrowthLowSan Diego, CA2026-10-23
Meridian Wealth Management, LLC
6,820$1.1M0.0%GrowthLowLexington, KY2026-11-05
Old National Bancorp
6,786$1.1M0.0%CoreLowEvansville, IN2026-10-20
Hudock, Inc.
6,758$1.1M0.1%ETFLowWilliamsport, PA2026-10-14
StoneX Group Inc.
6,719$1.1M0.0%ETFMediumNew York, NY2026-11-03
Arcadia Investment Advisors LLC
6,497$1.0M0.4%ETFLowEagle, ID2026-10-13
Wealthcare Capital Management LLC
6,445$1.0M0.1%ETFVery LowRichmond, VA2026-10-21
Robertson Stephens Wealth Management, LLC
6,375$1.0M0.0%ETFMediumSan Francisco, CA2026-10-16
Cassaday & Co Wealth Management LLC
6,186$996.5K0.0%ETFVery LowMclean, VA2026-10-27
Focus Financial Network, Inc.
6,094$981.7K0.0%ETFLowMinneapolis, MN2026-10-14
Sentinel Pension Advisors, LLC
6,061$976.4K0.1%ETFLowWakefield, MA2026-11-02
Cyndeo Wealth Partners, LLC
5,985$964.1K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Csenge Advisory Group
5,971$961.9K0.0%ETFMediumClearwater, FL2026-11-04
IFP Advisors, Inc
5,847$941.9K0.0%GrowthLowTampa, FL2026-10-16
Miramontes Capital, LLC
5,670$913.4K0.3%GrowthVery LowNewport, CA2026-10-19
Investment Research & Advisory Group, Inc.
5,605$902.9K0.3%GrowthVery LowAtlanta, GA2026-10-19
Vicus Capital
5,521$889.4K0.1%ETFMediumState College, PA2026-11-05
Creekside Partners
5,416$872.4K0.3%ETFVery LowPetaluma, CA2026-11-04
New England Private Wealth Advisors LLC
5,376$866.0K0.1%ETFVery LowWellesley, MA2026-10-19
MidAtlantic Capital Management, Inc.
5,336$859.6K0.5%ETFVery LowRichmond, VA2026-11-05
Fifth Third Securities, Inc.
5,310$855.4K0.0%ETFLowCincinnati, OH2026-10-21
Bright Futures Wealth Management, Llc.
5,307$855.0K0.6%CoreHighWebster, Ny 14580, NY2026-10-23
Venture Visionary Partners LLC
5,233$843.1K0.0%CoreLowSylvania, OH2026-10-07
Mainsail Asset Management, LLC
5,215$848.1K0.3%ETFMediumBirmingham, AL2026-10-14
Landaas & Co
5,186$835.4K0.1%ETFVery LowMilwaukee, WI2026-10-29
VestGen Advisors, LLC
5,148$829.3K0.0%GrowthMediumChicago, IL2026-10-27
Rossmore Private Capital
5,120$824.8K0.1%CoreLowGlastonbury, CT2026-10-27
Comprehensive Financial Planning, Inc.
5,054$814.3K0.4%Agg GrowthLowEast Petersburg, PA2026-10-27
Colton Groome Financial Advisors, LLC
4,997$805.0K0.2%ETFLowAsheville, NC2026-10-06
Wagner Wealth Management, LLC
4,894$788.4K0.1%ETFLowGreenville, SC2026-10-21
Brighton Jones LLC
4,870$784.5K0.0%CoreVery LowSeattle, WA2026-11-03
Marin Bay Wealth Advisors, LLC
4,855$782.1K0.4%GrowthLowSan Anselmo, CA2026-10-28
Raab & Moskowitz Asset Management LLC
4,845$780.5K0.2%CoreLowChatham, NJ2026-11-02
Accurate Wealth Management, LLC
4,826$789.0K0.1%CoreMediumWesley Chapel, FL2026-10-20
International Assets Investment Management, LLC
4,791$772.9K0.0%CoreVery HighOrlando, FL2026-11-02
Pinion Investment Advisors, LLC
4,629$745.7K0.1%ETFLowWichita, KS2026-11-04
Rossby Financial, LCC
4,623$744.7K0.1%ETFMediumMelbourne, FL2026-11-05
Optivise Advisory Services LLC
4,486$722.7K0.4%ETFMediumFranklin, TN2026-10-19
AlphaCore Capital LLC
4,470$720.1K0.0%ETFLowLa Jolla, CA2026-11-04
Capital Investment Advisory Services, LLC
4,467$727.6K0.0%CoreMediumRaleigh, NC2026-10-30
Independent Wealth Advisors LLC
4,372$704.3K0.6%ETFLowCary, NC2026-10-27
Gallacher Capital Management LLC
4,077$656.8K0.5%ValueMediumLone Tree, CO2026-10-30
Turtle Creek Wealth Advisors, LLC
4,074$656.3K0.0%GrowthLowDallas, TX2026-10-15
Bell Bank
4,050$652.4K0.0%ETFLowFargo, ND2026-10-21
Noble Wealth Management PBC
3,932$633.4K0.3%YieldMediumGreenwood Village, CO2026-10-01
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
3,930$633.1K0.0%ETFMediumWestlake, OH2026-10-14
Entrust Financial LLC
3,908$629.5K0.3%ETFLowWayne, PA2026-11-04
Martel Wealth Advisors LLC
3,884$625.7K0.1%ETFVery LowVancouver, WA2026-10-14
Bank of New York Mellon Corp
3,824$616.0K0.0%CoreLowNew York, NY2026-11-05
Triad Wealth Partners, LLC
3,764$606.3K0.0%ETFMediumLawrence, KS2026-10-26
Eagle Wealth Advisors LLC
3,641$586.5K0.4%Agg GrowthMediumWestport, CT2026-10-20
Waters Parkerson & Co., LLC
3,618$582.8K0.0%CoreVery LowNew Orleans, LA2026-11-04
Prospera Financial Services Inc
3,600$608.7K0.0%CoreMediumDallas, TX2026-11-04
Todd Wealth Management, LLC
3,573$575.6K0.4%GARPVery LowVenice, FL2026-10-19
OxenFree Capital LLC
3,551$577.4K0.2%N/ALowMelbourne, FL2026-10-07
Pillar Financial Advisors, LLC
3,510$565.4K0.3%ETFVery LowLouisville, KY2026-10-21
Bay Capital Advisors, LLC
3,500$563.8K0.3%ETFLowVirginia Beach, VA2026-10-16
Park Avenue Securities LLC
3,397$5470.0%ETFMediumNew York, NY2026-10-26
LWM Advisors Inc
3,319$534.7K0.4%ETFLowEl Dorado Hills, CA2026-10-08
Fusion Family Wealth, LLC
3,290$530.0K0.0%ETFVery LowWoodbury, NY2026-11-02
Balefire, LLC
3,269$526.6K0.1%ETFMediumDallas, TX2026-10-09
Interchange Capital Partners, LLC
3,215$517.9K0.1%GrowthLowPittsburgh, PA2026-10-28
Nemes Rush Group LLC
3,183$512.7K0.0%CoreVery LowNovi, MI2026-11-04
Nicholas Hoffman & Company, Llc.
2,988$481.3K0.0%ETFVery LowAtlanta, GA2026-10-30
Primoris Wealth Advisors, LLC
2,963$461.2K0.2%GrowthMediumNorth Palm Beach, FL2026-10-28
Solutions 4 Wealth, Ltd
2,859$460.5K0.6%ETFMediumSouthlake, TX2026-11-03
Integrity Advisory Solutions, LLC
2,782$448.2K0.0%ETFMediumDallas, TX2026-10-29
Ritholtz Wealth Management
2,748$442.7K0.0%IndexLowNew York, NY2026-11-05
Simplicity Wealth,LLC
2,735$440.6K0.0%ETFLowSummit, NJ2026-10-23
Welch Group, LLC
2,616$421.4K0.0%CoreVery LowBirmingham, AL2026-10-29
Spire Wealth Management
2,544$409.9K0.0%GrowthMediumMclean, VA2026-10-30
First Citizens Bank & Trust Co
2,530$407.6K0.0%CoreMediumRaleigh, NC2026-10-14
Apeiron RIA LLC
2,498$403.0K0.1%ETFMediumDallas, TX2026-10-08
AA Financial Advisors, LLC
2,442$393.4K0.0%ETFMediumColumbus, OH2026-10-19
Westco Advisory Services Inc
2,424$390.5K0.2%GrowthLowLynbrook, NY2026-10-14
RFG Advisory, LLC
2,413$388.7K0.0%ETFMediumBirmingham, AL2026-11-03
Private Trust Co NA
2,394$385.6K0.0%CoreLowCleveland, OH2026-10-20
Ethic Inc.
2,384$384.0K0.0%CoreLowNew York, NY2026-11-03
Sterling Investment Counsel, LLC
2,359$380.0K0.1%GrowthLowBuffalo, NY2026-10-19
Citizens Financial Group Inc
2,350$378.5K0.0%GrowthLowProvidence, RI2026-10-23
Global Trust Asset Management, LLC
2,290$368.9K0.1%GrowthMediumPalm Beach Gardens, FL2026-10-19
Verdence Capital Advisors LLC
2,169$349.4K0.0%CoreMediumHunt Valley, MD2026-10-26
Endeavor Private Wealth, Inc.
2,161$348.1K0.1%ETFMediumTopeka, KS2026-11-05
Retireful, LLC
2,155$347.1K0.3%GrowthVery HighHaslett, MI2026-10-09
Lazari Capital Management, Inc.
2,102$338.6K0.1%GrowthLowBurbank, CA2026-10-20
Pacific Capital Wealth Advisors, Inc.
2,099$338.1K0.0%ETFLowCorona, CA2026-10-22
Lockerman Financial Group, Inc.
2,082$335.3K0.5%ETFMediumNewport Beach, CA2026-10-19
BCO Wealth Management LLC
2,081$335.2K0.2%ETFLowCarlsbad, NM2026-10-14
United Advisor Group, LLC
2,017$324.9K0.0%ETFLowCincinnati, OH2026-11-03
Stonebridge Financial Group, LLC
2,015$324.6K0.0%ETFMediumWormleysburg, PA2026-10-01
RVW Wealth, LLC
2,000$322.2K0.0%ETFVery LowLos Angeles, CA2026-10-06
Tritonpoint Wealth, LLC
2,000$322.2K0.0%CoreLowChevy Chase, MD2026-10-19
TritonPoint Partners, LLC
2,000$322.2K0.1%CoreMediumChevy Chase, MD2026-11-05
Brown Wealth Management, LLC
1,996$321.6K0.1%ETFMediumNaperville, IL2026-10-20
Strategic Blueprint, LLC
1,978$318.6K0.0%ETFLowAtlanta, GA2026-10-22
Investment Insight Wealth Management, LLC
1,952$314.4K0.3%Agg GrowthVery LowNorth Massapequa, NY2026-10-30
McClarren Financial Advisors, Inc.
1,933$311.4K0.2%ETFMediumState College, PA2026-10-15
Darrow Company, Inc.
1,854$301.4K0.1%ETFVery LowNeedham, MA2026-10-22
AMG National Trust Bank
1,825$294.0K0.0%ETFLowGreenwood Village, CO2026-11-05
John W. Brooker & Co., CPAs
1,776$286.1K0.3%ETFMediumOakland, CA2026-10-21
Sageworth Trust Co
1,754$282.6K0.0%ETFLowLancaster, PA2026-10-30
Kingsman Wealth Management, Inc.
1,748$281.6K0.1%MomentumMediumPensacola, FL2026-10-13
Certified Advisory Corp
1,721$277.2K0.0%ETFLowAltamonte Springs, FL2026-10-29
Rodgers & Associates, LTD
1,715$276.3K0.0%ETFVery LowLancaster, PA2026-10-20
Perigon Wealth Management, LLC
1,672$269.3K0.0%GrowthLowSan Francisco, CA2026-10-22
NWF Advisory Services Inc.
1,652$266.1K0.0%GARPLowLos Angeles, CA2026-10-19
Clear Creek Financial Management, LLC
1,619$260.8K0.0%ETFMediumSilverdale, WA2026-10-28
SBI Securities Co., Ltd.
1,578$254.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Wilmington Savings Fund Society, FSB
1,570$252.9K0.0%CoreLowWilmington, DE2026-10-23
First Business Financial Services, Inc.
1,536$247.4K0.0%ETFVery LowMadison, WI2026-10-29
Manchester Financial Inc
1,527$246.0K0.0%ETFMediumWestlake Village, CA2026-10-15
Apollon Financial, LLC
1,524$245.5K0.0%ETFVery LowMount Pleasant, SC2026-10-23
Signal Advisors Wealth, LLC
1,496$241.0K0.0%ETFLowDetroit, MI2026-10-13
Jackson Square Capital, LLC
1,471$237.0K0.0%Agg GrowthMediumSan Francisco, CA2026-10-19
Keybank National Association
1,450$233.6K0.0%CoreLowBrooklyn, OH2026-11-04
SC&H Financial Advisors, Inc.
1,448$233.3K0.0%ETFVery LowHunt Valley, MD2026-10-14
Integrity Alliance, Llc.
1,421$228.9K0.0%ETFMediumUrbandale, IA2026-10-29
Cornerstone Management, Inc.
1,413$227.6K0.0%ETFVery LowDuluth, GA2026-10-16
Heffernan Advisory, Inc
1,408$226.8K0.2%ETFLowFlagstaff, AZ2026-10-13
Beaumont Financial Advisors, LLC
1,382$222.6K0.0%GrowthMediumNeedham, MA2026-10-22
Fifth Third Wealth Advisors LLC
1,361$219.2K0.0%IndexVery LowCincinnati, OH2026-10-22
Capital Management Associates, Inc
1,359$218.9K0.0%ETFLowMinneapolis, MN2026-10-20
Wesbanco Bank Inc
1,355$218.3K0.0%CoreLowWheeling, WV2026-11-04
Facet Wealth, Inc.
1,322$213.0K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Keystone Wealth Services, LLC
1,309$212.7K0.0%ETFHighPalm Desert, CA2026-11-03
Heck Capital Advisors, LLC
1,305$210.2K0.0%ETFMediumRhinelander, WI2026-10-14
Adkins Seale Capital Management LLC
1,300$209.4K0.2%CoreVery LowShreveport, LA2026-10-27
Lake Hills Wealth Management, LLC
1,297$208.9K0.1%ETFVery HighAustin, TX2026-10-07
Plus Group Wealth Advisors LLC
1,280$206.2K0.2%ETFLowBelgium, WI2026-10-19
Prospera Capital Management, LLC
1,267$204.2K0.1%ETFVery LowGilbert, AZ2026-10-19
Triumph Capital Management
1,265$203.8K0.0%ETFMediumDenver, CO2026-10-14
Joel Isaacson & Co., LLC
1,263$203.4K0.0%ETFVery LowNew York, NY2026-11-05
Provenance Wealth Advisors, LLC
1,261$203.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Allspring Global Investments Holdings, LLC
1,110$179.1K0.0%CoreMediumCharlotte, NC2026-11-04
Farmers & Merchants Investments Inc
1,036$166.9K0.0%CoreVery LowLincoln, NE2026-10-22
Latitude Advisors, LLC
941$151.6K0.0%ETFLowYorkville, IL2026-10-27
MV Capital Management, Inc.
928$149.5K0.0%ETFLowBethesda, MD2026-10-29
Evolution Wealth Management Inc.
883$142.2K0.1%ETFMediumFort Myers, FL2026-10-28
DT Investment Partners, LLC
860$138.5K0.0%ETFVery LowChadds Ford, PA2026-10-27
Central Trust Co
848$136.6K0.0%CoreLowJefferson City, MO2026-11-05
First Command Advisory Services, Inc.
688$110.8K0.0%IndexLowFort Worth, TX2026-11-05
Blue Trust, Inc.
679$109.4K0.0%ETFLowBrentwood, TN2026-10-15
Beacon Investment Advisory Services, Inc.
667$107.5K0.0%GrowthLowMorristown, NJ2026-10-13
Alpine Bank Wealth Management
600$96.7K0.0%ETFHighGrand Junction, CO2026-10-16
Compass Financial Management LLC
571$92.0K0.0%CoreN/ATampa, FL2026-10-30
Pflug Koory, LLC
547$88.1K0.0%CoreVery LowOmaha, NE2026-10-26
Harbor Investment Advisory, LLC
520$83.8K0.0%GrowthLowLutherville, MD2026-10-13
Register Financial Advisors LLC
497$80.1K0.0%GARPLowAtlanta, GA2026-10-23
Mascoma Wealth Management LLC
485$78.1K0.0%ETFVery LowHanover, NH2026-10-23
Ashton Thomas Private Wealth, LLC
442$71.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Signaturefd, LLC
439$70.7K0.0%IndexLowAtlanta, GA2026-10-23
Richards, Merrill & Peterson, Inc.
410$66.0K0.0%GrowthLowSpokane, WA2026-10-19
Harbor Asset Planning, Inc.
408$65.7K0.0%ETFVery LowBelmont, MA2026-10-23
Tower View Wealth Management LLC
402$64.7K0.0%MomentumMediumShorewood, WI2026-10-23
City State Bank
400$64.4K0.0%GrowthVery LowNorwalk, IA2026-10-20
Larson Financial Group LLC
390$62.9K0.0%GrowthLowSt Louis, MO2026-11-05
Angeles Wealth Management, LLC
355$57.2K0.0%ETFLowSanta Monica, CA2026-10-26
Bay Harbor Wealth Management, LLC
331$53.3K0.0%ETFMediumHunt Valley, MD2026-11-03
MTM Investment Management, LLC
281$45.3K0.0%CoreVery LowSpartanburg, SC2026-10-30
Key FInancial Inc
275$44.3K0.0%ETFLowWest Chester, PA2026-11-02
Bare Financial Services, Inc
252$40.6K0.0%ETFVery LowGap, PA2026-11-04
First Horizon Corp
233$37.5K0.0%CoreLowMemphis, TN2026-10-26
Dynamic Wealth Strategies, LLC
229$36.9K0.0%ETFLowGranite Bay, CA2026-10-16
Balance Wealth Partners LLC
221$35.6K0.0%ETFMediumWorthington, OH2026-10-27
Adirondack Trust Co
210$33.8K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Root Financial Partners, LLC
206$33.2K0.0%ETFMediumEncinitas, CA2026-10-21
Downshift Financial, LLC
202$32.5K0.0%ETFLowBoulder, CO2026-10-13
Nfsg Corp
190$30.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Ascentis Independent Advisors
180$29.0K0.0%ETFLowDallas, TX2026-11-03
Kentucky Trust Co
177$28.5K0.0%CoreVery LowDanville, KY2026-10-15
Fairway Wealth LLC
176$28.4K0.0%ETFLowIndependence, OH2026-10-30
Signature Resources Capital Management, LLC
167$26.9K0.0%ETFLowNewport Beach, CA2026-10-16
Lanark Financial, Inc.
152$24.5K0.0%CoreMediumBirmingham, AL2026-10-26
GoalVest Advisory LLC
146$23.5K0.0%ETFMediumNew York, NY2026-10-02
Costello Asset Management, Inc
142$22.9K0.0%CoreLowFeasterville, PA2026-10-30
Signature Equity Partners, LLC
117$18.8K0.0%GrowthMediumColumbus, OH2026-10-29
TD Waterhouse Canada Inc.
113$18.3K0.0%CoreLowToronto, Australia2026-10-16
Halbert Hargrove Global Advisors, LLC
97$15.6K0.0%ETFLowLong Beach, CA2026-10-16
Mainstream Capital Management LLC
90$14.5K0.0%GrowthLowLos Angeles, CA2026-10-23
Valley Wealth Managers, Inc.
87$14.0K0.0%GARPMediumParamus, NJ2026-10-09
First Community Trust NA
80$12.9K0.0%GrowthLowDubuque, IA2026-10-07
Tsfg, LLC
80$130.0%ETFLowLake Forest, IL2026-10-23
Silver Grove Financial Group, Inc.
74$11.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Abound Wealth Management
70$11.3K0.0%ETFVery LowFranklin, TN2026-10-26
Networth Advisors, LLC
69$11.1K0.0%ETFMediumCanonsburg, PA2026-11-03
Cranbrook Wealth Management, LLC
67$10.8K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Quest 10 Wealth Builders, Inc.
67$10.8K0.0%ETFLowFuquay-Varina, VA2026-11-02
GK Wealth Management LLC
61$9.8K0.0%GARPVery HighReno, NV2026-10-09
Cape Investment Advisory, Inc.
57$9.2K0.0%ETFLowMcdonough, GA2026-10-13
Central Pacific Bank - Trust Division
54$8.7K0.0%CoreMediumHonolulu, HI2026-10-06
Jacobi Capital Management LLC
50$8.1K0.0%CoreLowPittston, PA2026-11-05
James T. Borello RIA
36$5.8K0.0%ETFVery LowEast Dundee, IL2026-10-16
Blue Bell Private Wealth Management, LLC
36$5.8K0.0%YieldVery LowBlue Bell, PA2026-10-29
Loring Wolcott & Coolidge Fiduciary Advisors LLP
35$5.6K0.0%GrowthVery LowBoston, MA2026-10-23
Plante Moran Financial Advisors, LLC
31$5.0K0.0%ETFVery LowSouthfield, MI2026-11-04
Princeton Global Asset Management LLC
29$4.7K0.0%GrowthLowPrinceton, NJ2026-10-21
Kingdom Financial Group Llc.
22$3.6K0.0%ETFMediumPeoria, AZ2026-11-04
Nova Financial LLC
20$3.2K0.0%N/AN/ATucson, AZ2026-11-04
Physician Wealth Advisors, Inc.
17$2.7K0.0%ETFMediumMidvale, UT2026-10-20
Eastern Bank
17$2.7K0.0%GrowthMediumBoston, MA2026-10-05
Proathlete Wealth Management LLC
11$1.8K0.0%ETFVery LowBoca Raton, FL2026-10-15
Citigroup Inc
1$1610.0%CoreMediumNew York, NY2026-11-04
McCarley & Cook Financial Planners
1$1610.0%ETFLowCincinnati, OH2026-10-21