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Vanguard S&P Small-Cap 600 E (VIOO)

CUSIP: 921932828 | NYSE | 777 institutional holders

Quarters

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

Orgel Wealth Management, LLC1,153,226
2.8% of portfolio›$145.9M
Warwick Investment Management, Inc.186,908
2.7% of portfolio›$23.6M
AdvisorNet Financial, Inc177,361
1.0% of portfolio›$22.3M
Old National Bancorp174,447
0.4% of portfolio›$22.1M
Wiser Wealth Management, Inc150,903
3.5% of portfolio›$19.1M
TCV Trust & Wealth Management, Inc.146,820
1.4% of portfolio›$18.6M
Cambridge Investment Research Advisors, Inc.144,531
0.0% of portfolio›$18.3K
Commonwealth Equity Services, LLC136,785
0.0% of portfolio›$17.3M
One Day In July LLC135,928
1.2% of portfolio›$17.2M
Berman McAleer LLC89,971
1.3% of portfolio›$11.4M
Concurrent Investment Advisors, LLC82,082
0.1% of portfolio›$10.4M
Perryman Financial Advisory Inc75,072
1.2% of portfolio›$9.5M
Mitsubishi UFJ Asset Management (UK) Ltd.74,800
0.0% of portfolio›$9.5K
Evergreen Capital Management LLC51,814
0.1% of portfolio›$6.6M
Patriot Investment Management Group, Inc.50,143
0.4% of portfolio›$6.3M
Visionary Wealth Advisors49,723
0.2% of portfolio›$6.3M
Fidelity D & D Bancorp Inc49,457
2.1% of portfolio›$6.3M
Bryant Woods Investment Advisors, LLC43,834
1.6% of portfolio›$5.5M
Creative Planning40,845
0.0% of portfolio›$5.2M
Bank of New York Mellon Corp36,701
0.0% of portfolio›$4.6M
Phillips Financial Management, LLC35,274
0.3% of portfolio›$4.5M
Certuity, LLC34,787
0.2% of portfolio›$4.4M
Axxcess Wealth Management, LLC33,501
0.2% of portfolio›$4.2M
BCS Wealth Management32,477
0.7% of portfolio›$4.1M
Moss Adams Wealth Advisors LLC30,536
0.3% of portfolio›$3.9M
Flower City Capital29,767
1.6% of portfolio›$3.8M
Fairway Wealth LLC25,532
0.7% of portfolio›$3.2M
Town Capital LLC25,312
2.0% of portfolio›$3.2M
Rebalance, LLC24,664
0.2% of portfolio›$3.1M
Kestra Advisory Services, LLC23,770
0.0% of portfolio›$3.0M
PFG Advisors23,227
0.1% of portfolio›$2.9M
Fund Evaluation Group, LLC22,717
0.1% of portfolio›$2.9M
Base Wealth Management LLC22,684
1.3% of portfolio›$2.9M
First American Bank22,603
0.2% of portfolio›$2.9M
Lido Advisors, LLC21,169
0.0% of portfolio›$2.7M
Silverlake Wealth Management LLC20,202
0.5% of portfolio›$2.6M
Councilor Wealth, LLC19,466
1.0% of portfolio›$2.5M
Capital Asset Advisory Services LLC18,706
0.1% of portfolio›$2.4M
Verum Partners LLC17,786
0.4% of portfolio›$2.3M
Thompson Siegel & Walmsley LLC17,784
0.0% of portfolio›$2.3K
Seven Hills Financial, LLC16,877
1.3% of portfolio›$2.1M
Valpey Financial Services, LLC16,763
1.3% of portfolio›$2.1M
CRA Financial Services, LLC16,371
0.2% of portfolio›$2.1M
Pachira Investments Inc.15,633
0.6% of portfolio›$2.0M
Breakwater Capital Group15,171
0.2% of portfolio›$1.9M
True North Advisors, LLC13,951
0.1% of portfolio›$1.8M
Marks Group Wealth Management, Inc13,533
0.1% of portfolio›$1.7M
Klingman & Associates, LLC13,496
0.1% of portfolio›$1.7M
Romano Brothers and Company12,860
0.2% of portfolio›$1.6M
Schear Investment Advisers, LLC11,716
0.2% of portfolio›$1.5M
Tempo Wealth, LLC11,716
0.2% of portfolio›$1.5M
Assetmark, Inc11,362
0.0% of portfolio›$1.4M
Valeo Financial Advisors, LLC11,244
0.0% of portfolio›$1.4M
Coastline Trust Co11,106
0.1% of portfolio›$1.4M
Flagship Private Wealth, LLC11,093
0.5% of portfolio›$1.4M
Anson Capital, Inc.10,783
0.9% of portfolio›$1.4M
Fifth Third Securities, Inc.10,636
0.1% of portfolio›$1.3M
Sanchez Gaunt Capital Management, LLC10,216
0.7% of portfolio›$1.3M
waypoint wealth counsel9,819
0.7% of portfolio›$1.2M
Greenleaf Trust9,237
0.0% of portfolio›$1.2M
Lake Street Private Wealth, LLC9,160
0.1% of portfolio›$1.2M
Nestegg Advisors, Inc.8,635
0.7% of portfolio›$1.1M
Gibraltar Capital Management, Inc.8,504
0.2% of portfolio›$1.1M
Leo Wealth, LLC8,478
0.2% of portfolio›$1.1M
Breakwater Investment Management8,464
0.4% of portfolio›$1.1M
Dynamic Advisor Solutions LLC8,327
0.0% of portfolio›$1.1M
Truist Financial Corp7,938
0.0% of portfolio›$1.0M
Diversify Advisory Services, LLC7,901
0.0% of portfolio›$1.0M
Diversify Wealth Management, LLC7,901
0.0% of portfolio›$1.0M
Stordahl Capital Management, Inc.7,625
0.2% of portfolio›$964.7K
Wedbush Securities Inc7,386
0.0% of portfolio›$934
Hegarty Advisors, LLC7,324
0.6% of portfolio›$926.7K
Kieckhefer Group LLC6,802
0.3% of portfolio›$860.6K
HUB Investment Partners, LLC6,784
0.0% of portfolio›$858.3K
Fifth Third Bancorp6,225
0.0% of portfolio›$787.6K
Financial Council, LLC6,188
0.2% of portfolio›$782.9K
US Bancorp \de\5,915
0.0% of portfolio›$748.4K
Eagle Wealth Strategies LLC5,848
0.3% of portfolio›$739.8K
Ethic Inc.5,798
0.0% of portfolio›$733.6K
Koshinski Asset Management, Inc.5,794
0.0% of portfolio›$733.1K
Flagship Harbor Advisors, LLC5,626
0.0% of portfolio›$711.9K
Perigon Wealth Management, LLC5,481
0.0% of portfolio›$693.5K
Spire Wealth Management5,414
0.0% of portfolio›$685.0K
Walkner Condon Financial Advisors LLC5,113
0.1% of portfolio›$646.9K
Anchor Capital Advisors LLC5,102
0.0% of portfolio›$645.5K
Snider Financial Group5,012
0.2% of portfolio›$634.1K
Advisortrust Partners, LLC4,935
0.2% of portfolio›$624.4K
Bokf, NA4,773
0.0% of portfolio›$603.9K
Adkins Seale Capital Management LLC4,639
0.5% of portfolio›$586.9K
B. Riley Wealth Advisors, Inc.4,290
0.0% of portfolio›$542.8K
Soltis Investment Advisors LLC4,243
0.0% of portfolio›$536.8K
Taylor & Morgan Wealth Management, LLC4,159
0.3% of portfolio›$526.2K
Clarity Capital Advisors, LLC4,094
0.2% of portfolio›$518.0K
Victory Financial Group, LLC4,089
0.0% of portfolio›$517.3K
Modera Wealth Management, LLC4,078
0.0% of portfolio›$515.9K
Focus Financial Network, Inc.4,061
0.0% of portfolio›$513.8K
Whitcomb & Hess, Inc.4,026
0.1% of portfolio›$509.4K
Ironwood Financial, llc4,014
0.1% of portfolio›$507.9K
Macroview Investment Management LLC3,941
0.3% of portfolio›$498.6K
Affiance Financial, LLC3,705
0.1% of portfolio›$468.8K
Wealth Enhancement Advisory Services, LLC3,660
0.0% of portfolio›$467.7K
Summit Financial Strategies, Inc.3,618
0.0% of portfolio›$457.7K
Compound Planning, Inc.3,550
0.0% of portfolio›$449.2K
Thompson Davis & Co., Inc.3,435
0.3% of portfolio›$434.6K
Quadrant Capital Group LLC3,344
0.0% of portfolio›$427.9K
Advisor OS, LLC3,291
0.0% of portfolio›$416.4K
Keeler & Nadler Financial Planning & Wealth Management3,243
0.1% of portfolio›$410.3K
Grant Street Asset Management, Inc.3,212
0.1% of portfolio›$406.4K
Solutions 4 Wealth, Ltd3,144
0.5% of portfolio›$397.8K
Kestra Private Wealth Services, LLC3,079
0.0% of portfolio›$389.5K
Accel Wealth Management3,008
0.1% of portfolio›$380.6K
Factor Wealth Management LTD2,920
0.1% of portfolio›$369.4K
Nicholas Hoffman & Company, Llc.2,745
0.0% of portfolio›$347.3K
Wilmington Savings Fund Society, FSB2,558
0.0% of portfolio›$323.6K
Integris Wealth Management, LLC2,554
0.1% of portfolio›$323.1K
Dagco, Inc.2,532
0.1% of portfolio›$320.3K
Opulen Financial Group LLC2,464
0.2% of portfolio›$311.8K
Johnson Bixby & Associates, LLC2,450
0.0% of portfolio›$310.0K
Asset One Wealth Management LLC2,420
0.0% of portfolio›$306.2K
Sage Mountain Advisors LLC2,408
0.0% of portfolio›$304.7K
SAX Wealth Advisors, LLC2,374
0.0% of portfolio›$300.3K
Mycio Wealth Partners, LLC2,283
0.1% of portfolio›$288.9K
Investment Partners Asset Management, Inc.2,242
0.2% of portfolio›$283.7K
Hardin Capital Partners, LLC2,195
0.1% of portfolio›$277.7K
Sovran Advisors, LLC2,195
0.0% of portfolio›$290.0K
J.W. Cole Advisors, Inc.2,188
0.0% of portfolio›$276.8K
Glaxis Capital Management, LLC2,179
0.7% of portfolio›$275.7K
Apollon Wealth Management, LLC2,136
0.0% of portfolio›$270.2K
American State Bank (Iowa)2,056
0.1% of portfolio›$260.1K
William Howard & Co Financial Advisors Inc2,014
0.2% of portfolio›$254.8K
Lee, Kelleher & Klein Wealth Management1,983
0.1% of portfolio›$250.9K
Burke & Herbert Bank & Trust Co1,975
0.1% of portfolio›$249.9K
Brighton Jones LLC1,948
0.0% of portfolio›$246.5K
Johnson Financial Group, LLC1,894
0.0% of portfolio›$239.6K
Avidian Wealth Enterprises, LLC1,839
0.0% of portfolio›$232.6K
Prospera Financial Services Inc1,824
0.0% of portfolio›$238.3K
Moneco Advisors, LLC1,800
0.0% of portfolio›$227.8K
1834 Investment Advisors Co1,755
0.0% of portfolio›$222.0K
Franklin, Parlapiano, Turner & Welch, LLC1,751
0.0% of portfolio›$221.5K
Accurate Wealth Management, LLC1,714
0.0% of portfolio›$219.3K
Allegiance Financial Group Advisory Services LLC1,665
0.0% of portfolio›$210.6K
Wealthcare Advisory Partners LLC1,656
0.0% of portfolio›$209.6K
Cornerstone Wealth Management, LLC1,656
0.0% of portfolio›$209.5K
Allegheny Financial Group1,649
0.0% of portfolio›$208.7K
CoreCap Advisors, LLC1,573
0.0% of portfolio›$199.1K
Parallel Advisors, LLC1,407
0.0% of portfolio›$178.1K
Cassaday & Co Wealth Management LLC1,287
0.0% of portfolio›$162.8K
Ascentis Independent Advisors1,277
0.0% of portfolio›$161.6K
IFP Advisors, Inc1,270
0.0% of portfolio›$160.7K
Evermay Wealth Management LLC1,202
0.0% of portfolio›$152.1K
Farther Finance Advisors, LLC1,200
0.0% of portfolio›$151.8K
First Horizon Corp1,163
0.0% of portfolio›$147.1K
Capital Investment Advisory Services, LLC976
0.0% of portfolio›$123.5K
First Premier Bank858
0.0% of portfolio›$109
Cranbrook Wealth Management, LLC830
0.0% of portfolio›$105.0K
Arlington Trust Co LLC798
0.0% of portfolio›$101.0K
Key FInancial Inc737
0.0% of portfolio›$93.2K
Phillip James Consulting Co.735
0.1% of portfolio›$93.0K
Manchester Capital Management LLC588
0.0% of portfolio›$74.4K
Owl Creek Wealth Partners LLC523
0.0% of portfolio›$66.2K
Thurston, Springer, Miller, Herd & Titak, Inc.510
0.1% of portfolio›$64.5K
Pinnacle Bancorp, Inc.493
0.0% of portfolio›$62.4K
Capital Advisors, Ltd. LLC437
0.0% of portfolio›$55
Parkside Financial Bank & Trust432
0.0% of portfolio›$54.7K
Concord Wealth Partners355
0.0% of portfolio›$44.9K
Citigroup Inc330
0.0% of portfolio›$41.8K
Gamma Investing LLC329
0.0% of portfolio›$41.6K
AlphaCore Capital LLC312
0.0% of portfolio›$39.5K
West Paces Advisors Inc.302
0.0% of portfolio›$38.2K
Creative Financial Designs Inc291
0.0% of portfolio›$36.8K
SBI Securities Co., Ltd.278
0.0% of portfolio›$35.2K
Rossby Financial, LCC248
0.0% of portfolio›$31.4K
JFS Wealth Advisors, LLC241
0.0% of portfolio›$30.4K
Plante Moran Financial Advisors, LLC226
0.0% of portfolio›$28.6K
Triumph Capital Management223
0.0% of portfolio›$28.2K
Mather Group, Llc.191
0.0% of portfolio›$24.2K
Larson Financial Group LLC159
0.0% of portfolio›$20.1K
Nfsg Corp154
0.0% of portfolio›$19.5K
Salomon & Ludwin, LLC152
0.0% of portfolio›$19.2K
Abound Wealth Management145
0.0% of portfolio›$18.3K
Richardson Capital Management LLC133
0.0% of portfolio›$16.8K
Lodestone Wealth Management LLC117
0.0% of portfolio›$14.8K
True Wealth Design, LLC117
0.0% of portfolio›$14.8K
Gleason Group, Inc.64
0.0% of portfolio›$8.1K
Hilton Head Capital Partners, LLC60
0.0% of portfolio›$7.6K
Washington Trust Advisors, Inc.54
0.0% of portfolio›$6.8K
City State Bank50
0.0% of portfolio›$6.3K
Horizons Wealth Management36
0.0% of portfolio›$4.6K
Reap Financial Group, LLC34
0.0% of portfolio›$4.3K
EverSource Wealth Advisors, LLC33
0.0% of portfolio›$4.2K
Signaturefd, LLC32
0.0% of portfolio›$4.0K
Lanark Financial, Inc.25
0.0% of portfolio›$3.2K
Downshift Financial, LLC20
0.0% of portfolio›$2.5K
Archer Investment Corp17
0.0% of portfolio›$2.2K
TD Private Client Wealth LLC11
0.0% of portfolio›$1.4K
Financial Management Professionals, Inc.6
0.0% of portfolio›$759
StyleTurnoverLocationFiled
Orgel Wealth Management, LLC
1,153,226$145.9M2.8%ETFMediumAltoona, WI2026-10-14
Warwick Investment Management, Inc.
186,908$23.6M2.7%ETFLowBryan, TX2026-10-19
AdvisorNet Financial, Inc
177,361$22.3M1.0%ETFLowMinnetonka, MN2026-10-15
Old National Bancorp
174,447$22.1M0.4%CoreLowEvansville, IN2026-10-20
Wiser Wealth Management, Inc
150,903$19.1M3.5%ETFVery LowMarietta, GA2026-10-14
TCV Trust & Wealth Management, Inc.
146,820$18.6M1.4%CoreVery LowRichmond, VA2026-10-16
Cambridge Investment Research Advisors, Inc.
144,531$18.3K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
136,785$17.3M0.0%ETFLowWaltham, MA2026-11-02
One Day In July LLC
135,928$17.2M1.2%ETFVery LowBurlington, VT2026-10-30
Berman McAleer LLC
89,971$11.4M1.3%ETFVery LowTimonium, MD2026-10-16
Concurrent Investment Advisors, LLC
82,082$10.4M0.1%GrowthMediumTampa, FL2026-10-16
Perryman Financial Advisory Inc
75,072$9.5M1.2%GrowthVery LowDallas, TX2026-10-16
Mitsubishi UFJ Asset Management (UK) Ltd.
74,800$9.5K0.0%CoreHighLondon, United Kingdom2026-10-22
Evergreen Capital Management LLC
51,814$6.6M0.1%GARPMediumBellevue, WA2026-10-23
Patriot Investment Management Group, Inc.
50,143$6.3M0.4%ETFVery LowKnoxville, TN2026-10-15
Visionary Wealth Advisors
49,723$6.3M0.2%ETFLowO'Fallon, IL2026-11-04
Fidelity D & D Bancorp Inc
49,457$6.3M2.1%ETFVery LowScranton, PA2026-11-05
Bryant Woods Investment Advisors, LLC
43,834$5.5M1.6%ETFLowGetzville, NY2026-10-26
Creative Planning
40,845$5.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Bank of New York Mellon Corp
36,701$4.6M0.0%CoreLowNew York, NY2026-11-05
Phillips Financial Management, LLC
35,274$4.5M0.3%ETFVery LowFort Wayne, IN2026-10-19
Certuity, LLC
34,787$4.4M0.2%GARPLowNorth Palm Beach, FL2026-11-02
Axxcess Wealth Management, LLC
33,501$4.2M0.2%CoreLowCarlsbad, CA2026-10-21
BCS Wealth Management
32,477$4.1M0.7%ETFVery LowJohnson City, TN2026-11-03
Moss Adams Wealth Advisors LLC
30,536$3.9M0.3%ETFLowSeattle, WA2026-10-28
Flower City Capital
29,767$3.8M1.6%ETFVery LowPittsford, NY2026-10-15
Fairway Wealth LLC
25,532$3.2M0.7%ETFLowIndependence, OH2026-10-30
Town Capital LLC
25,312$3.2M2.0%ETFHighBel Air, MD2026-11-03
Rebalance, LLC
24,664$3.1M0.2%ETFVery LowPalo Alto, CA2026-10-22
Kestra Advisory Services, LLC
23,770$3.0M0.0%CoreLowAustin, TX2026-11-02
PFG Advisors
23,227$2.9M0.1%ETFMediumPhoenix, AZ2026-10-16
Fund Evaluation Group, LLC
22,717$2.9M0.1%ETFLowCincinnati, OH2026-11-05
Base Wealth Management LLC
22,684$2.9M1.3%ETFMediumLakewood Ranch, FL2026-10-21
First American Bank
22,603$2.9M0.2%GrowthVery LowDundee, IL2026-10-27
Lido Advisors, LLC
21,169$2.7M0.0%GrowthLowLos Angeles, CA2026-11-04
Silverlake Wealth Management LLC
20,202$2.6M0.5%ETFLowWilliston, VT2026-10-21
Councilor Wealth, LLC
19,466$2.5M1.0%ETFLowBethesda, MD2026-10-09
Capital Asset Advisory Services LLC
18,706$2.4M0.1%ETFLowWilliamston, MI2026-10-30
Verum Partners LLC
17,786$2.3M0.4%ETFLowCharlotte, NC2026-10-21
Thompson Siegel & Walmsley LLC
17,784$2.3K0.0%Deep ValueMediumRichmond, VA2026-11-05
Seven Hills Financial, LLC
16,877$2.1M1.3%ETFN/ATallahassee, FL2026-10-13
Valpey Financial Services, LLC
16,763$2.1M1.3%ETFVery LowConcord, NH2026-10-30
CRA Financial Services, LLC
16,371$2.1M0.2%ETFVery LowNorthfield, NJ2026-10-16
Pachira Investments Inc.
15,633$2.0M0.6%ETFLowDana Point, CA2026-10-14
Breakwater Capital Group
15,171$1.9M0.2%ETFLowParamus, NJ2026-10-09
True North Advisors, LLC
13,951$1.8M0.1%CoreMediumDallas, TX2026-10-22
Marks Group Wealth Management, Inc
13,533$1.7M0.1%CoreMediumMinnetonka, MN2026-11-05
Klingman & Associates, LLC
13,496$1.7M0.1%ETFVery LowNew York, NY2026-10-20
Romano Brothers and Company
12,860$1.6M0.2%CoreLowEvanston, IL2026-10-22
Schear Investment Advisers, LLC
11,716$1.5M0.2%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
11,716$1.5M0.2%Agg GrowthLowIndependence, OH2026-10-14
Assetmark, Inc
11,362$1.4M0.0%ETFLowConcord, CA2026-10-21
Valeo Financial Advisors, LLC
11,244$1.4M0.0%ETFLowCarmel, IN2026-10-08
Coastline Trust Co
11,106$1.4M0.1%GrowthVery LowProvidence, RI2026-10-01
Flagship Private Wealth, LLC
11,093$1.4M0.5%ETFLowWoburn, MA2026-11-05
Anson Capital, Inc.
10,783$1.4M0.9%ETFLowTyrone, GA2026-10-23
Fifth Third Securities, Inc.
10,636$1.3M0.1%ETFLowCincinnati, OH2026-10-21
Sanchez Gaunt Capital Management, LLC
10,216$1.3M0.7%ETFN/AReno, NV2026-11-03
waypoint wealth counsel
9,819$1.2M0.7%CoreLowAtlanta, GA2026-10-22
Greenleaf Trust
9,237$1.2M0.0%CoreLowKalamazoo, MI2026-10-29
Lake Street Private Wealth, LLC
9,160$1.2M0.1%GrowthLowChicago, IL2026-10-22
Nestegg Advisors, Inc.
8,635$1.1M0.7%ETFLowHauppauge, NY2026-10-21
Gibraltar Capital Management, Inc.
8,504$1.1M0.2%CoreLowTulsa, OK2026-10-27
Leo Wealth, LLC
8,478$1.1M0.2%CoreLowHurst, TX2026-10-26
Breakwater Investment Management
8,464$1.1M0.4%ETFLowSeattle, WA2026-10-20
Dynamic Advisor Solutions LLC
8,327$1.1M0.0%ETFLowPhoenix, AZ2026-10-13
Truist Financial Corp
7,938$1.0M0.0%CoreLowCharlotte, NC2026-10-30
Diversify Advisory Services, LLC
7,901$1.0M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
7,901$1.0M0.0%GrowthMediumSandy, UT2026-10-20
Stordahl Capital Management, Inc.
7,625$964.7K0.2%ETFVery LowGreenwood Village, CO2026-10-22
Wedbush Securities Inc
7,386$9340.0%CoreLowPasadena, CA2026-10-22
Hegarty Advisors, LLC
7,324$926.7K0.6%ETFVery LowGarden City, NY2026-10-20
Kieckhefer Group LLC
6,802$860.6K0.3%Agg GrowthLowMequon, WI2026-10-13
HUB Investment Partners, LLC
6,784$858.3K0.0%GrowthLowAustin, TX2026-11-03
Fifth Third Bancorp
6,225$787.6K0.0%IndexVery LowCincinnati, OH2026-11-05
Financial Council, LLC
6,188$782.9K0.2%ETFVery LowTowson, MD2026-11-02
US Bancorp \de\
5,915$748.4K0.0%IndexLowMinneapolis, MN2026-11-05
Eagle Wealth Strategies LLC
5,848$739.8K0.3%ETFVery LowMullica Hill, NJ2026-10-20
Ethic Inc.
5,798$733.6K0.0%CoreLowNew York, NY2026-11-03
Koshinski Asset Management, Inc.
5,794$733.1K0.0%ETFLowDecatur, IL2026-10-29
Flagship Harbor Advisors, LLC
5,626$711.9K0.0%ETFMediumBoston, MA2026-10-26
Perigon Wealth Management, LLC
5,481$693.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Spire Wealth Management
5,414$685.0K0.0%GrowthMediumMclean, VA2026-10-30
Walkner Condon Financial Advisors LLC
5,113$646.9K0.1%ETFLowVerona, WI2026-11-02
Anchor Capital Advisors LLC
5,102$645.5K0.0%ValueMediumBoston, MA2026-11-05
Snider Financial Group
5,012$634.1K0.2%GrowthLowBellevue, WA2026-10-16
Advisortrust Partners, LLC
4,935$624.4K0.2%CoreHighRaleigh, NC2026-11-02
Bokf, NA
4,773$603.9K0.0%CoreLowTulsa, OK2026-10-27
Adkins Seale Capital Management LLC
4,639$586.9K0.5%CoreVery LowShreveport, LA2026-10-27
B. Riley Wealth Advisors, Inc.
4,290$542.8K0.0%GrowthLowMemphis, TN2026-10-13
Soltis Investment Advisors LLC
4,243$536.8K0.0%CoreMediumSt. George, UT2026-10-28
Taylor & Morgan Wealth Management, LLC
4,159$526.2K0.3%ETFVery LowTroy, MI2026-10-09
Clarity Capital Advisors, LLC
4,094$518.0K0.2%ETFVery LowLakewood Ranch, FL2026-10-27
Victory Financial Group, LLC
4,089$517.3K0.0%ETFLowAustin, TX2026-10-27
Modera Wealth Management, LLC
4,078$515.9K0.0%ETFVery LowWestwood, NJ2026-10-28
Focus Financial Network, Inc.
4,061$513.8K0.0%ETFLowMinneapolis, MN2026-10-14
Whitcomb & Hess, Inc.
4,026$509.4K0.1%ETFVery LowAshland, OH2026-10-07
Ironwood Financial, llc
4,014$507.9K0.1%ETFLowTucson, AZ2026-10-20
Macroview Investment Management LLC
3,941$498.6K0.3%ETFLowBethesda, MD2026-10-26
Affiance Financial, LLC
3,705$468.8K0.1%ETFVery LowSt. Louis Park, MN2026-10-15
Wealth Enhancement Advisory Services, LLC
3,660$467.7K0.0%CoreLowPlymouth, MN2026-10-13
Summit Financial Strategies, Inc.
3,618$457.7K0.0%ETFLowColumbus, OH2026-10-14
Compound Planning, Inc.
3,550$449.2K0.0%CoreLowNew York, NY2026-11-05
Thompson Davis & Co., Inc.
3,435$434.6K0.3%CoreMediumRichmond, VA2026-11-05
Quadrant Capital Group LLC
3,344$427.9K0.0%CoreLowCincinnati, OH2026-10-20
Advisor OS, LLC
3,291$416.4K0.0%ETFMediumChicago, IL2026-11-03
Keeler & Nadler Financial Planning & Wealth Management
3,243$410.3K0.1%ETFLowDublin, OH2026-10-28
Grant Street Asset Management, Inc.
3,212$406.4K0.1%ETFVery LowCanonsburg, PA2026-10-26
Solutions 4 Wealth, Ltd
3,144$397.8K0.5%ETFMediumSouthlake, TX2026-11-03
Kestra Private Wealth Services, LLC
3,079$389.5K0.0%GrowthLowAustin, TX2026-10-30
Accel Wealth Management
3,008$380.6K0.1%ETFLowWaverly, IA2026-10-13
Factor Wealth Management LTD
2,920$369.4K0.1%ETFLowChicago, IL2026-10-08
Nicholas Hoffman & Company, Llc.
2,745$347.3K0.0%ETFVery LowAtlanta, GA2026-10-30
Wilmington Savings Fund Society, FSB
2,558$323.6K0.0%CoreLowWilmington, DE2026-10-23
Integris Wealth Management, LLC
2,554$323.1K0.1%ETFVery LowMonterey, CA2026-10-14
Dagco, Inc.
2,532$320.3K0.1%ETFVery LowWestlake, OH2026-10-20
Opulen Financial Group LLC
2,464$311.8K0.2%ETFVery LowArlington, VA2026-10-22
Johnson Bixby & Associates, LLC
2,450$310.0K0.0%ETFMediumVancouver, WA2026-10-14
Asset One Wealth Management LLC
2,420$306.2K0.0%GrowthLowBellevue, WA2026-11-02
Sage Mountain Advisors LLC
2,408$304.7K0.0%ETFLowAtlanta, GA2026-11-02
SAX Wealth Advisors, LLC
2,374$300.3K0.0%ETFVery LowParsippany, NJ2026-10-13
Mycio Wealth Partners, LLC
2,283$288.9K0.1%Deep ValueVery LowPhiladelphia, PA2026-11-04
Investment Partners Asset Management, Inc.
2,242$283.7K0.2%CoreLowMetuchen, NJ2026-10-09
Hardin Capital Partners, LLC
2,195$277.7K0.1%YieldVery LowGreenville, SC2026-10-09
Sovran Advisors, LLC
2,195$290.0K0.0%ETFMediumSan Diego, CA2026-11-02
J.W. Cole Advisors, Inc.
2,188$276.8K0.0%IndexLowTampa, FL2026-11-05
Glaxis Capital Management, LLC
2,179$275.7K0.7%GARPVery HighSarasota, FL2026-11-02
Apollon Wealth Management, LLC
2,136$270.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
American State Bank (Iowa)
2,056$260.1K0.1%GrowthVery LowSioux Center, IA2026-11-03
William Howard & Co Financial Advisors Inc
2,014$254.8K0.2%ETFVery LowMemphis, TN2026-11-04
Lee, Kelleher & Klein Wealth Management
1,983$250.9K0.1%ETFVery LowEllicott City, MD2026-10-08
Burke & Herbert Bank & Trust Co
1,975$249.9K0.1%CoreVery LowAlexandria, VA2026-11-02
Brighton Jones LLC
1,948$246.5K0.0%CoreVery LowSeattle, WA2026-11-03
Johnson Financial Group, LLC
1,894$239.6K0.0%ETFLowDenver, CO2026-11-03
Avidian Wealth Enterprises, LLC
1,839$232.6K0.0%ETFLowHouston, TX2026-10-08
Prospera Financial Services Inc
1,824$238.3K0.0%CoreMediumDallas, TX2026-11-04
Moneco Advisors, LLC
1,800$227.8K0.0%ETFLowFairfield, CT2026-11-05
1834 Investment Advisors Co
1,755$222.0K0.0%ValueLowMilwaukee, WI2026-10-16
Franklin, Parlapiano, Turner & Welch, LLC
1,751$221.5K0.0%CoreLowHouston, TX2026-10-30
Accurate Wealth Management, LLC
1,714$219.3K0.0%CoreMediumWesley Chapel, FL2026-10-20
Allegiance Financial Group Advisory Services LLC
1,665$210.6K0.0%ETFLowVienna, VA2026-11-02
Wealthcare Advisory Partners LLC
1,656$209.6K0.0%ETFLowWest Chester, PA2026-10-21
Cornerstone Wealth Management, LLC
1,656$209.5K0.0%ETFVery LowSt. Peters, MO2026-11-04
Allegheny Financial Group
1,649$208.7K0.0%CoreLowPittsburgh, PA2026-11-05
CoreCap Advisors, LLC
1,573$199.1K0.0%ETFMediumSouthfield, MI2026-10-08
Parallel Advisors, LLC
1,407$178.1K0.0%IndexLowSan Francisco, CA2026-11-03
Cassaday & Co Wealth Management LLC
1,287$162.8K0.0%ETFVery LowMclean, VA2026-10-27
Ascentis Independent Advisors
1,277$161.6K0.0%ETFLowDallas, TX2026-11-03
IFP Advisors, Inc
1,270$160.7K0.0%GrowthLowTampa, FL2026-10-16
Evermay Wealth Management LLC
1,202$152.1K0.0%ETFLowArlington, VA2026-11-05
Farther Finance Advisors, LLC
1,200$151.8K0.0%IndexLowSan Francisco, CA2026-10-08
First Horizon Corp
1,163$147.1K0.0%CoreLowMemphis, TN2026-10-26
Capital Investment Advisory Services, LLC
976$123.5K0.0%CoreMediumRaleigh, NC2026-10-30
First Premier Bank
858$1090.0%CoreVery LowSioux Falls, SD2026-10-13
Cranbrook Wealth Management, LLC
830$105.0K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Arlington Trust Co LLC
798$101.0K0.0%ETFMediumBirmingham, AL2026-10-20
Key FInancial Inc
737$93.2K0.0%ETFLowWest Chester, PA2026-11-02
Phillip James Consulting Co.
735$93.0K0.1%ETFVery HighPlymouth, MN2026-11-03
Manchester Capital Management LLC
588$74.4K0.0%CoreLowManchester, VT2026-10-22
Owl Creek Wealth Partners LLC
523$66.2K0.0%IndexLowGreenwood Village, CO2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
510$64.5K0.1%GrowthMediumIndianapolis, IN2026-10-14
Pinnacle Bancorp, Inc.
493$62.4K0.0%CoreVery LowBeatrice, NE2026-10-21
Capital Advisors, Ltd. LLC
437$550.0%ETFLowShaker Heights, OH2026-10-27
Parkside Financial Bank & Trust
432$54.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Concord Wealth Partners
355$44.9K0.0%GrowthLowAbingdon, VA2026-11-02
Citigroup Inc
330$41.8K0.0%CoreMediumNew York, NY2026-11-04
Gamma Investing LLC
329$41.6K0.0%IndexVery LowFoster City, CA2026-10-08
AlphaCore Capital LLC
312$39.5K0.0%ETFLowLa Jolla, CA2026-11-04
West Paces Advisors Inc.
302$38.2K0.0%ETFLowAtlanta, GA2026-10-13
Creative Financial Designs Inc
291$36.8K0.0%ETFMediumKokomo, IN2026-11-04
SBI Securities Co., Ltd.
278$35.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Rossby Financial, LCC
248$31.4K0.0%ETFMediumMelbourne, FL2026-11-05
JFS Wealth Advisors, LLC
241$30.4K0.0%ETFVery LowHermitage, PA2026-11-03
Plante Moran Financial Advisors, LLC
226$28.6K0.0%ETFVery LowSouthfield, MI2026-11-04
Triumph Capital Management
223$28.2K0.0%ETFMediumDenver, CO2026-10-14
Mather Group, Llc.
191$24.2K0.0%ETFMediumChicago, IL2026-10-14
Larson Financial Group LLC
159$20.1K0.0%GrowthLowSt Louis, MO2026-11-05
Nfsg Corp
154$19.5K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Salomon & Ludwin, LLC
152$19.2K0.0%ETFVery LowRichmond, VA2026-10-29
Abound Wealth Management
145$18.3K0.0%ETFVery LowFranklin, TN2026-10-26
Richardson Capital Management LLC
133$16.8K0.0%ETFLowMenomonee Falls, WI2026-10-23
Lodestone Wealth Management LLC
117$14.8K0.0%CoreLowSpokane, WA2026-10-14
True Wealth Design, LLC
117$14.8K0.0%ETFMediumAkron, OH2026-10-13
Gleason Group, Inc.
64$8.1K0.0%ETFVery LowProspect, KY2026-10-15
Hilton Head Capital Partners, LLC
60$7.6K0.0%CoreMediumHilton Head Island, SC2026-10-23
Washington Trust Advisors, Inc.
54$6.8K0.0%GrowthLowWellesley, MA2026-10-22
City State Bank
50$6.3K0.0%GrowthVery LowNorwalk, IA2026-10-20
Horizons Wealth Management
36$4.6K0.0%ETFLowAsheville, NC2026-10-05
Reap Financial Group, LLC
34$4.3K0.0%ETFLowAustin, TX2026-11-02
EverSource Wealth Advisors, LLC
33$4.2K0.0%CoreMediumBirmingham, AL2026-11-04
Signaturefd, LLC
32$4.0K0.0%IndexLowAtlanta, GA2026-10-23
Lanark Financial, Inc.
25$3.2K0.0%CoreMediumBirmingham, AL2026-10-26
Downshift Financial, LLC
20$2.5K0.0%ETFLowBoulder, CO2026-10-13
Archer Investment Corp
17$2.2K0.0%CoreMediumCarmel, IN2026-11-05
TD Private Client Wealth LLC
11$1.4K0.0%ETFLowNew York, NY2026-10-28
Financial Management Professionals, Inc.
6$7590.0%ETFMediumAustin, TX2026-10-23