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Vanguard Ultra Short Bond ET (VUSB)

CUSIP: 92203C303 | NYSE | 878 institutional holders

Quarters

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

Adventist Health System Sunbelt Healthcare Corp3,211,084
3.8% of portfolio›$159.1M
Avion Wealth1,734,876
0.1% of portfolio›$86.0K
Blue Trust, Inc.1,675,078
0.9% of portfolio›$83.0M
Angeles Investment Advisors, LLC1,499,700
4.5% of portfolio›$74.3M
HUB Investment Partners, LLC880,462
0.8% of portfolio›$43.6M
Dmkc Advisory Services, LLC655,984
8.0% of portfolio›$32.5M
55 North Private Wealth, LLC655,481
6.1% of portfolio›$32.5M
Commonwealth Equity Services, LLC612,188
0.0% of portfolio›$30.3M
Fonville Wealth Management LLC537,228
4.0% of portfolio›$26.6M
Fortitude Advisory Group L.L.C.533,344
10.1% of portfolio›$26.4M
Alpha Omega Wealth Management LLC504,540
3.8% of portfolio›$25.0M
Warwick Investment Management, Inc.488,250
2.8% of portfolio›$24.2M
Spectrum Asset Management, Inc. (NB )471,176
6.7% of portfolio›$23.3M
Tradewinds Capital Management, LLC436,062
3.7% of portfolio›$21.6M
Chicago Partners Investment Group LLC431,179
0.4% of portfolio›$21.4M
Global Wealth Management, LLC430,257
11.6% of portfolio›$21.3M
Nkcfo LLC415,500
0.0% of portfolio›$20.6K
Capital Advantage, Inc.414,206
2.5% of portfolio›$20.5M
Coyle Financial Counsel LLC401,478
3.7% of portfolio›$19.9M
Titleist Asset Management, LLC392,501
1.3% of portfolio›$19.4M
Kestra Advisory Services, LLC392,061
0.1% of portfolio›$19.4M
M Holdings Securities, Inc.378,754
0.0% of portfolio›$18.7K
McClarren Financial Advisors, Inc.375,889
9.4% of portfolio›$18.6M
Eagle Capital Management, LLC370,356
0.0% of portfolio›$18.4K
David Kennon Inc355,522
5.8% of portfolio›$17.6M
Eclectic Associates Inc328,018
1.8% of portfolio›$16.3M
Calder Financial LLC319,361
15.1% of portfolio›$15.8M
Valtinson Bruner Financial Planning LLC317,333
3.9% of portfolio›$15.7M
Kitching Partners, LLC309,698
11.6% of portfolio›$15.3M
BlueChip Wealth Advisors LLC298,361
5.0% of portfolio›$14.8M
Mesirow Financial Investment Management, Inc.296,546
0.2% of portfolio›$14.7M
Hartline Investment Corp/293,630
1.5% of portfolio›$14.5M
Founders Grove Wealth Partners, LLC290,369
2.8% of portfolio›$14.4M
Finivi Inc.274,947
6.5% of portfolio›$13.6M
Evanson Financial, LLC246,067
0.6% of portfolio›$12.2M
Colony Family Offices, LLC217,544
2.5% of portfolio›$10.8M
Cambridge Investment Research Advisors, Inc.217,517
0.0% of portfolio›$10.8K
Schulz Wealth, Ltd.209,831
4.9% of portfolio›$10.4M
CWC Advisors, Llc.187,160
4.3% of portfolio›$9.3M
SpringVest Wealth Management LLC168,639
5.1% of portfolio›$8.4M
Leeward Financial Partners, LLC163,780
2.1% of portfolio›$8.1M
Apella Capital, LLC155,785
0.1% of portfolio›$7.7M
Avior Wealth Management, LLC151,955
0.2% of portfolio›$7.5M
Wealth Enhancement Advisory Services, LLC149,956
0.0% of portfolio›$7.4M
Harpswell Capital Advisors, LLC148,864
4.8% of portfolio›$7.4M
DeLarme Wealth Management, Inc.146,775
4.1% of portfolio›$7.3M
Optima Capital LLC146,249
2.9% of portfolio›$7.2M
Sky Investment Group LLC141,263
0.8% of portfolio›$7.0M
Root Financial Partners, LLC140,434
0.2% of portfolio›$7.0M
Nvwm, LLC122,430
1.1% of portfolio›$6.1M
Vise Technologies, Inc.120,813
0.0% of portfolio›$6.0M
Founders Financial Securities LLC118,204
0.3% of portfolio›$5.9M
Beaumont Asset Management, L.L.C.117,305
2.0% of portfolio›$5.8M
Greenspring Advisors, LLC110,766
0.2% of portfolio›$5.5M
Fischer Financial Services, Inc.110,070
1.3% of portfolio›$5.5M
Verus Capital Partners, LLC109,754
0.3% of portfolio›$5.4M
Focus Financial Network, Inc.109,030
0.2% of portfolio›$5.4M
Aspiriant, LLC104,292
0.1% of portfolio›$5.2M
Clear Creek Financial Management, LLC102,776
0.4% of portfolio›$5.1M
Creative Planning98,314
0.0% of portfolio›$4.9M
Salem Investment Counselors Inc97,444
0.1% of portfolio›$4.8M
Enclave Advisors LLC95,051
0.6% of portfolio›$4.7M
Mustard Seed Financial, LLC93,327
2.4% of portfolio›$4.6M
Capital Investment Services of America, Inc.93,310
0.4% of portfolio›$4.6M
Lebenthal Global Advisors, LLC92,056
0.6% of portfolio›$4.6M
Websterrogers Financial Advisors, LLC91,900
1.2% of portfolio›$4.6M
Truist Financial Corp91,223
0.0% of portfolio›$4.5M
Hikari Power Ltd90,620
0.0% of portfolio›$4.5K
CWS Financial Advisors, LLC89,502
1.0% of portfolio›$4.4M
Capital Investment Advisors, LLC88,825
0.1% of portfolio›$4.4M
Chatham Capital Group, Inc.86,405
0.6% of portfolio›$4.3M
Paragon Private Wealth Management, LLC83,608
1.3% of portfolio›$4.1M
WBH Advisory Inc83,142
0.3% of portfolio›$4.1M
Sage Rhino Capital LLC80,164
0.6% of portfolio›$4.0M
Kathmere Capital Management, LLC79,415
0.2% of portfolio›$3.9M
Lakewood Asset Management LLC78,124
2.0% of portfolio›$3.9M
Prudent Investor Advisors, LLC77,377
3.0% of portfolio›$3.8M
Modera Wealth Management, LLC77,242
0.0% of portfolio›$3.8M
National Wealth Management Group, LLC74,149
1.1% of portfolio›$3.7M
Chesley Taft & Associates LLC73,465
0.1% of portfolio›$3.6M
Everett Harris & Co73,300
0.0% of portfolio›$3.6M
Pillar Financial Advisors, LLC70,358
1.9% of portfolio›$3.5M
Stirlingshire Investments, Inc.69,870
2.4% of portfolio›$3.5M
XY Planning Network, Inc.68,716
0.4% of portfolio›$3.4M
Daymark Wealth Partners, LLC67,401
0.1% of portfolio›$3.3M
Concurrent Investment Advisors, LLC66,658
0.0% of portfolio›$3.3M
Balboa Wealth Partners64,205
0.4% of portfolio›$3.2M
AlphaCore Capital LLC62,000
0.0% of portfolio›$3.1M
Approach Retirement Advisors, LLC61,896
2.3% of portfolio›$3.1M
Oppenheimer & Co Inc57,471
0.0% of portfolio›$2.8M
Wingate Wealth Advisors, Inc.57,428
1.2% of portfolio›$2.8M
Global Trust Asset Management, LLC55,850
0.9% of portfolio›$2.8M
Two West Capital Advisors LLC50,581
1.2% of portfolio›$2.5M
Cypress Point Wealth Management, LLC43,065
0.2% of portfolio›$2.1M
PFG Advisors42,683
0.1% of portfolio›$2.1M
Legacy Solutions, LLC42,279
1.6% of portfolio›$2.1M
Moody National Bank Trust Division42,217
0.2% of portfolio›$2.1M
Summitas Investment Management LLC41,510
1.6% of portfolio›$2.1M
Wealthcare Advisory Partners LLC38,505
0.0% of portfolio›$1.9M
HBW Advisory Services LLC37,554
0.2% of portfolio›$1.9M
Mountain Pacific Investment Advisers LLC37,181
0.3% of portfolio›$1.8M
Alpine Bank Wealth Management36,335
0.2% of portfolio›$1.8M
Patriot Investment Management Group, Inc.34,594
0.1% of portfolio›$1.7M
D.A. Davidson & Co.33,022
0.0% of portfolio›$1.6M
Scott & Selber, Inc.32,400
0.3% of portfolio›$1.6M
EverSource Wealth Advisors, LLC32,068
0.1% of portfolio›$1.6M
MontVue Capital Management, Inc.31,677
0.9% of portfolio›$1.6M
HB Wealth Management, LLC31,486
0.0% of portfolio›$1.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP31,460
0.0% of portfolio›$1.6M
Magnus Financial Group LLC30,675
0.1% of portfolio›$1.5M
Kingswood Wealth Advisors, LLC30,343
0.1% of portfolio›$1.5M
Beese Fulmer Investment Management, Inc.28,800
0.1% of portfolio›$1.4M
Verus Financial Partners, Inc.28,441
0.1% of portfolio›$1.4M
Farther Finance Advisors, LLC28,087
0.0% of portfolio›$1.4M
Amicus Financial Advisors, LLC27,918
0.4% of portfolio›$1.4M
Kurv Investment Management LLC27,555
0.7% of portfolio›$1.4M
Christensen, King & Associates Investment Services, Inc.27,338
0.5% of portfolio›$1.4M
Willow Creek Wealth Management Inc.26,607
0.1% of portfolio›$1.3M
Ballew Advisors, Inc26,382
0.6% of portfolio›$1.3M
Elser Financial Planning, Inc25,648
0.1% of portfolio›$1.3M
United Advisor Group, LLC25,220
0.1% of portfolio›$1.2M
SP Asset Management LLC24,484
0.1% of portfolio›$1.2M
Flagship Harbor Advisors, LLC24,317
0.0% of portfolio›$1.2M
Kings Path Partners LLC23,798
0.3% of portfolio›$1.2M
Outlook Wealth Advisors, LLC23,749
0.3% of portfolio›$1.2M
TriaGen Wealth Management LLC22,678
0.3% of portfolio›$1.1M
Prime Capital Investment Advisors, LLC22,557
0.0% of portfolio›$1.1M
Washington Capital Management, Inc22,000
0.7% of portfolio›$1.1M
Alkeme Wealth, LLC21,879
0.4% of portfolio›$1.1M
Powerhouse Assets LLC21,106
0.8% of portfolio›$1.0M
Prudent Man Investment Management, Inc.21,068
0.3% of portfolio›$1.0M
Manchester Capital Management LLC20,922
0.1% of portfolio›$1.0M
Avidian Wealth Enterprises, LLC20,516
0.0% of portfolio›$1.0M
Petersen Hastings Wealth Advisors Inc.20,491
0.1% of portfolio›$1.0M
Elm3 Financial Group, LLC20,385
0.7% of portfolio›$1.0M
Avestar Capital, LLC20,100
0.1% of portfolio›$996.0K
Nova Financial LLC19,595
0.4% of portfolio›$970.9K
Family CFO Inc19,265
0.4% of portfolio›$954.6K
Pinnacle Associates LTD19,227
0.0% of portfolio›$952.7K
MGO One Seven LLC19,198
0.0% of portfolio›$951.3K
Essential Planning, Llc.17,929
0.2% of portfolio›$888.4K
Regatta Capital Group, LLC17,420
0.1% of portfolio›$863.2K
Joseph Group Capital Management17,289
0.2% of portfolio›$856.7K
Life Planning Partners, Inc17,065
0.7% of portfolio›$845.6K
First Bank & Trust16,135
0.1% of portfolio›$799.5K
Brookstone Capital Management15,956
0.0% of portfolio›$790.6K
Northwest Wealth Management, LLC15,876
0.1% of portfolio›$786.7K
Deroy & Devereaux Private Investment Counsel Inc15,810
0.0% of portfolio›$783
CGC Financial Services, LLC15,478
0.2% of portfolio›$767.0K
SAX Wealth Advisors, LLC15,467
0.0% of portfolio›$766.4K
ATX Financial Planning, LLC15,166
0.5% of portfolio›$751.5K
Keudell ison Wealth Management15,000
0.1% of portfolio›$743.3K
Bulwark Capital Corp14,806
0.4% of portfolio›$733.6K
RFG Advisory, LLC14,598
0.0% of portfolio›$723.3K
Heritage Wealth Management, Inc.14,219
0.2% of portfolio›$704.6K
Compass Financial Group, Inc14,172
0.1% of portfolio›$702.2K
Latitude Advisors, LLC13,932
0.2% of portfolio›$690.3K
Glass Jacobson Investment Advisors llc13,803
0.2% of portfolio›$683.9K
First Premier Bank13,695
0.0% of portfolio›$679
Market Street Wealth Management Advisors LLC13,507
0.1% of portfolio›$669.3K
Valpey Financial Services, LLC13,328
0.4% of portfolio›$660.4K
Infinity Wealth Counsel, LLC13,231
0.5% of portfolio›$655.6K
Lexington Hill Partners, LLC13,197
0.3% of portfolio›$653.9K
Spire Wealth Management12,764
0.0% of portfolio›$632.5K
William Howard & Co Financial Advisors Inc12,476
0.5% of portfolio›$618.2K
Private Trust Co NA12,405
0.0% of portfolio›$614.7K
Park Avenue Securities LLC12,171
0.0% of portfolio›$603
Old Peak Finance LLC11,887
0.3% of portfolio›$589.0K
Kestra Private Wealth Services, LLC11,799
0.0% of portfolio›$584.7K
Gradient Capital Advisors, LLC11,051
0.1% of portfolio›$547.6K
Mainsail Asset Management, LLC10,825
0.2% of portfolio›$535.2K
IFP Advisors, Inc10,693
0.0% of portfolio›$529.8K
Joel Adams & Associates, Inc.10,549
0.3% of portfolio›$522.7K
Hager Investment Management Services, LLC10,453
0.2% of portfolio›$517.9K
Pinnacle Wealth Management Advisory Group, LLC10,392
0.0% of portfolio›$514.9K
Echo45 Advisors LLC10,359
0.2% of portfolio›$513.3K
New Hampshire Trust10,054
0.1% of portfolio›$498.2K
Midwest Trust Co10,054
0.0% of portfolio›$498.2K
Burton Enright Welch10,015
0.1% of portfolio›$496.2K
Silverlake Wealth Management LLC9,932
0.1% of portfolio›$492.1K
Howard Wealth Management, LLC9,864
0.2% of portfolio›$488.8K
Wesbanco Bank Inc9,749
0.0% of portfolio›$483.1K
Retirement Planning Group, LLC9,640
0.0% of portfolio›$477.7K
Ballentine Capital Advisors, Inc9,606
0.2% of portfolio›$476.0K
CWA Asset Management Group, LLC9,403
0.0% of portfolio›$465.9K
MidAtlantic Capital Management, Inc.9,297
0.3% of portfolio›$460.7K
Pacific Center for Financial Services9,177
0.1% of portfolio›$454.7K
Partnership Wealth Management, LLC9,038
0.3% of portfolio›$447.8K
Sard Wealth Management Group, LLC8,720
0.2% of portfolio›$432.1K
Argos Wealth Advisors, LLC8,471
0.1% of portfolio›$419.7K
Quadrant Private Wealth Management, LLC8,382
0.1% of portfolio›$415.3K
Allied Investment Advisors, LLC8,003
0.0% of portfolio›$396.5K
Allen Investment Management, LLC7,807
0.0% of portfolio›$386.8K
Castleview Partners, LLC7,575
0.2% of portfolio›$375.3K
Odyssey Capital Advisors, Inc.7,562
0.3% of portfolio›$374.7K
Forum Financial Management, LP7,535
0.0% of portfolio›$373.4K
World Equity Group, Inc.7,492
0.2% of portfolio›$371.2K
J. Derek Lewis & Associates Inc.7,348
0.1% of portfolio›$364.1K
Greenhouse Wealth Management, LLC7,024
0.2% of portfolio›$348.0K
SYM Financial Corp7,000
0.0% of portfolio›$346.9K
StoneX Group Inc.6,963
0.0% of portfolio›$345.0K
Krilogy Financial LLC6,831
0.0% of portfolio›$338.0K
Bath Savings Trust Co6,798
0.0% of portfolio›$336.8K
Culbertson A N & Co Inc6,630
0.0% of portfolio›$328.5K
Essex LLC6,547
0.0% of portfolio›$324.4K
Badgley Phelps Wealth Managers, LLC6,512
0.0% of portfolio›$322.7K
Mezzasalma Advisors, LLC6,353
0.1% of portfolio›$314.8K
Cutler Investment Counsel LLC6,266
0.0% of portfolio›$310.5K
OceanIQ Capital, LLC6,200
0.2% of portfolio›$306.7K
Integrity Alliance, Llc.6,135
0.0% of portfolio›$304.0K
Willis Investment Counsel6,040
0.0% of portfolio›$299.3K
25 LLC5,945
0.1% of portfolio›$294.6K
SeaCrest Wealth Management, LLC5,850
0.0% of portfolio›$289.9K
Accurate Wealth Management, LLC5,775
0.0% of portfolio›$285.7K
Lido Advisors, LLC5,641
0.0% of portfolio›$279.5K
Roberts Wealth Advisors, LLC5,620
0.1% of portfolio›$278.5K
Successful Portfolios LLC5,501
0.1% of portfolio›$271.9K
180 Wealth Advisors, LLC5,500
0.0% of portfolio›$272.5K
Baker Ellis Asset Management LLC5,500
0.0% of portfolio›$272.5K
Stonebridge Financial Group, LLC5,488
0.0% of portfolio›$271.9K
Inspirion Wealth Advisors, LLC5,454
0.0% of portfolio›$270.2K
GSG Advisors LLC5,392
0.1% of portfolio›$267.2K
BAR Harbor Wealth Management5,250
0.0% of portfolio›$260.1K
Objective Capital Management, LLC5,200
0.2% of portfolio›$257.7K
Wisconsin Wealth Advisors, LLC5,174
0.2% of portfolio›$256.4K
Corundum Group, Inc.5,069
0.1% of portfolio›$251.2K
Aegis Wealth Management, Inc.5,049
0.1% of portfolio›$250.2K
Busey Bank4,936
0.0% of portfolio›$244.6K
New Capital Management LP4,853
0.1% of portfolio›$240.5K
SJS Investment Consulting Inc.4,658
0.0% of portfolio›$230.8K
Hopwood Financial Services, Inc.4,600
0.1% of portfolio›$227.9K
Diversify Advisory Services, LLC4,492
0.0% of portfolio›$222.3K
Diversify Wealth Management, LLC4,492
0.0% of portfolio›$222.3K
Sowell Financial Services LLC4,395
0.0% of portfolio›$217.8K
Hummer Financial Advisory Services Inc4,200
0.1% of portfolio›$208.1K
Financial Perspectives, Inc4,042
0.0% of portfolio›$200.3K
Lanark Financial, Inc.3,452
0.0% of portfolio›$171.0K
North Star Investment Management Corp.3,386
0.0% of portfolio›$167.8K
Triumph Capital Management3,123
0.0% of portfolio›$154.8K
Eastern Bank3,083
0.0% of portfolio›$152.8K
Lodestone Wealth Management LLC2,960
0.0% of portfolio›$146.7K
Signaturefd, LLC2,897
0.0% of portfolio›$143.5K
Tompkins Financial Corp2,852
0.0% of portfolio›$141.3K
Blume Capital Management, Inc.2,819
0.0% of portfolio›$139.7K
Creative Financial Designs Inc2,380
0.0% of portfolio›$117.9K
Golden State Wealth Management, LLC2,245
0.0% of portfolio›$111.3K
Financial Management Professionals, Inc.1,795
0.0% of portfolio›$88.9K
Halbert Hargrove Global Advisors, LLC1,752
0.0% of portfolio›$86.8K
Harbor Investment Advisory, LLC1,713
0.0% of portfolio›$84.9K
Elevation Wealth Partners, LLC1,528
0.0% of portfolio›$75.7K
Frankly Finances, LLC1,517
0.1% of portfolio›$75.2K
Bank of New Hampshire1,033
0.0% of portfolio›$51.2K
Montag A & Associates Inc917
0.0% of portfolio›$45.4K
Entrust Financial LLC700
0.0% of portfolio›$34.7K
Olistico Wealth, LLC696
0.0% of portfolio›$34.5K
Acumen Wealth Advisors, LLC683
0.0% of portfolio›$33.9K
Assetmark, Inc518
0.0% of portfolio›$25.7K
Pinnacle Wealth Planning Services, Inc.500
0.0% of portfolio›$24.8K
Cassaday & Co Wealth Management LLC485
0.0% of portfolio›$24.0K
LAM Group, Inc.460
0.0% of portfolio›$22.8K
Parallel Advisors, LLC410
0.0% of portfolio›$20.3K
Compass Financial Management LLC400
0.0% of portfolio›$19.8K
Highline Wealth Partners LLC300
0.0% of portfolio›$14.9K
Hazlett, Burt & Watson, Inc.250
0.0% of portfolio›$12
Nemes Rush Group LLC246
0.0% of portfolio›$12.2K
Salomon & Ludwin, LLC202
0.0% of portfolio›$10.0K
Next Level Wealth Planning, LLC185
0.0% of portfolio›$9.1K
Mather Group, Llc.167
0.0% of portfolio›$8.3K
Strengthening Families & Communities, LLC162
0.0% of portfolio›$8.0K
Buck Wealth Strategies, LLC159
0.0% of portfolio›$7.9K
Carnegie Lake Advisors LLC150
0.3% of portfolio›$768.0K
Adkins Seale Capital Management LLC140
0.0% of portfolio›$6.9K
Independence Bank of Kentucky95
0.0% of portfolio›$4.7K
Key Capital Management, Inc90
0.0% of portfolio›$4.5K
Mainstream Capital Management LLC81
0.0% of portfolio›$4.0K
Hughes Financial Services, LLC74
0.0% of portfolio›$3.7K
Gilpin Wealth Management, LLC62
0.0% of portfolio›$3.1K
CoreCap Advisors, LLC49
0.0% of portfolio›$2.4K
Archer Investment Corp42
0.0% of portfolio›$2.1K
StyleTurnoverLocationFiled
Adventist Health System Sunbelt Healthcare Corp
3,211,084$159.1M3.8%ETFLowAltamonte Springs, FL2026-11-02
Avion Wealth
1,734,876$86.0K0.1%ETFLowThe Woodlands, TX2026-11-04
Blue Trust, Inc.
1,675,078$83.0M0.9%ETFLowBrentwood, TN2026-10-15
Angeles Investment Advisors, LLC
1,499,700$74.3M4.5%ETFMediumSanta Monica, CA2026-10-22
HUB Investment Partners, LLC
880,462$43.6M0.8%GrowthLowAustin, TX2026-11-03
Dmkc Advisory Services, LLC
655,984$32.5M8.0%ETFLowDes Moines, IA2026-11-04
55 North Private Wealth, LLC
655,481$32.5M6.1%ETFLowWinter Park, FL2026-10-20
Commonwealth Equity Services, LLC
612,188$30.3M0.0%ETFLowWaltham, MA2026-11-02
Fonville Wealth Management LLC
537,228$26.6M4.0%ETFVery LowRichmond, VA2026-10-28
Fortitude Advisory Group L.L.C.
533,344$26.4M10.1%GrowthMediumGig Harbor, WA2026-10-15
Alpha Omega Wealth Management LLC
504,540$25.0M3.8%ValueLowRichmond, VA2026-10-23
Warwick Investment Management, Inc.
488,250$24.2M2.8%ETFLowBryan, TX2026-10-19
Spectrum Asset Management, Inc. (NB )
471,176$23.3M6.7%CoreMediumNewport Beach, CA2026-10-19
Tradewinds Capital Management, LLC
436,062$21.6M3.7%ETFVery HighBellingham, WA2026-10-23
Chicago Partners Investment Group LLC
431,179$21.4M0.4%GARPLowChicago, IL2026-10-27
Global Wealth Management, LLC
430,257$21.3M11.6%ETFLowKingston, NJ2026-10-15
Nkcfo LLC
415,500$20.6K0.0%GARPHighGeneva, IL2026-11-04
Capital Advantage, Inc.
414,206$20.5M2.5%ETFMediumWalnut Creek, CA2026-10-14
Coyle Financial Counsel LLC
401,478$19.9M3.7%ETFVery LowGlenview, IL2026-10-28
Titleist Asset Management, LLC
392,501$19.4M1.3%ETFLowSan Antonio, TX2026-10-08
Kestra Advisory Services, LLC
392,061$19.4M0.1%CoreLowAustin, TX2026-11-02
M Holdings Securities, Inc.
378,754$18.7K0.0%ETFHighPortland, OR2026-11-03
McClarren Financial Advisors, Inc.
375,889$18.6M9.4%ETFMediumState College, PA2026-10-15
Eagle Capital Management, LLC
370,356$18.4K0.0%GrowthVery LowMandeville, LA2026-10-19
David Kennon Inc
355,522$17.6M5.8%ETFLowSarasota, FL2026-10-13
Eclectic Associates Inc
328,018$16.3M1.8%ETFVery LowFullerton, CA2026-10-09
Calder Financial LLC
319,361$15.8M15.1%ETFLowDowningtown, PA2026-10-13
Valtinson Bruner Financial Planning LLC
317,333$15.7M3.9%ETFLowNew Brighton, MN2026-11-02
Kitching Partners, LLC
309,698$15.3M11.6%ETFLowConshohocken, PA2026-11-02
BlueChip Wealth Advisors LLC
298,361$14.8M5.0%ETFMediumMilton, GA2026-11-03
Mesirow Financial Investment Management, Inc.
296,546$14.7M0.2%CoreLowChicago, IL2026-11-05
Hartline Investment Corp/
293,630$14.5M1.5%GrowthMediumWinnetka, IL2026-10-29
Founders Grove Wealth Partners, LLC
290,369$14.4M2.8%ETFLowRichmond, VA2026-10-16
Finivi Inc.
274,947$13.6M6.5%GrowthMediumWestborough, MA2026-10-13
Evanson Financial, LLC
246,067$12.2M0.6%ETFN/AMclean, VA2026-10-23
Colony Family Offices, LLC
217,544$10.8M2.5%ETFVery LowCharlotte, NC2026-10-22
Cambridge Investment Research Advisors, Inc.
217,517$10.8K0.0%ETFLowFairfield, IA2026-11-02
Schulz Wealth, Ltd.
209,831$10.4M4.9%ETFVery LowMansfield, TX2026-11-03
CWC Advisors, Llc.
187,160$9.3M4.3%GARPLowLake Oswego, OR2026-10-15
SpringVest Wealth Management LLC
168,639$8.4M5.1%ETFLowDallas, TX2026-10-27
Leeward Financial Partners, LLC
163,780$8.1M2.1%GrowthMediumBellevue, WA2026-10-23
Apella Capital, LLC
155,785$7.7M0.1%ETFVery LowWest Hartford, CT2026-10-08
Avior Wealth Management, LLC
151,955$7.5M0.2%ETFMediumOmaha, NE2026-10-13
Wealth Enhancement Advisory Services, LLC
149,956$7.4M0.0%CoreLowPlymouth, MN2026-10-13
Harpswell Capital Advisors, LLC
148,864$7.4M4.8%ETFMediumYarmouth, ME2026-10-09
DeLarme Wealth Management, Inc.
146,775$7.3M4.1%ETFVery LowPalos Verdes Estates, CA2026-10-30
Optima Capital LLC
146,249$7.2M2.9%ETFHighPortland, OR2026-10-29
Sky Investment Group LLC
141,263$7.0M0.8%CoreVery LowHartford, CT2026-10-30
Root Financial Partners, LLC
140,434$7.0M0.2%ETFMediumEncinitas, CA2026-10-21
Nvwm, LLC
122,430$6.1M1.1%GrowthMediumYardley, PA2026-10-14
Vise Technologies, Inc.
120,813$6.0M0.0%IndexLowNew York, NY2026-10-29
Founders Financial Securities LLC
118,204$5.9M0.3%ETFMediumTowson, MD2026-10-28
Beaumont Asset Management, L.L.C.
117,305$5.8M2.0%ETFLowBeaumont, TX2026-10-16
Greenspring Advisors, LLC
110,766$5.5M0.2%ETFVery LowTowson, MD2026-11-05
Fischer Financial Services, Inc.
110,070$5.5M1.3%GrowthVery LowHarrisburg, PA2026-10-30
Verus Capital Partners, LLC
109,754$5.4M0.3%GrowthLowScottsdale, AZ2026-11-03
Focus Financial Network, Inc.
109,030$5.4M0.2%ETFLowMinneapolis, MN2026-10-14
Aspiriant, LLC
104,292$5.2M0.1%ETFVery LowLos Angeles, CA2026-10-16
Clear Creek Financial Management, LLC
102,776$5.1M0.4%ETFMediumSilverdale, WA2026-10-28
Creative Planning
98,314$4.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Salem Investment Counselors Inc
97,444$4.8M0.1%GrowthVery LowWinston-Salem, NC2026-10-13
Enclave Advisors LLC
95,051$4.7M0.6%ETFMediumAustin, TX2026-10-14
Mustard Seed Financial, LLC
93,327$4.6M2.4%ETFLowMagnolia, AR2026-10-30
Capital Investment Services of America, Inc.
93,310$4.6M0.4%GrowthLowMilwaukee, WI2026-11-02
Lebenthal Global Advisors, LLC
92,056$4.6M0.6%ETFMediumHauppauge, NY2026-10-28
Websterrogers Financial Advisors, LLC
91,900$4.6M1.2%ETFVery LowFlorence, SC2026-11-02
Truist Financial Corp
91,223$4.5M0.0%CoreLowCharlotte, NC2026-10-30
Hikari Power Ltd
90,620$4.5K0.0%CoreVery LowTokyo, Mexico2026-10-30
CWS Financial Advisors, LLC
89,502$4.4M1.0%ETFVery LowKalamazoo, MI2026-10-16
Capital Investment Advisors, LLC
88,825$4.4M0.1%CoreLowAtlanta, GA2026-10-22
Chatham Capital Group, Inc.
86,405$4.3M0.6%CoreLowSavannah, GA2026-10-16
Paragon Private Wealth Management, LLC
83,608$4.1M1.3%GrowthLowLexington, KY2026-10-20
WBH Advisory Inc
83,142$4.1M0.3%ETFLowBaltimore, MD2026-11-05
Sage Rhino Capital LLC
80,164$4.0M0.6%ETFLowMenlo Park, CA2026-10-28
Kathmere Capital Management, LLC
79,415$3.9M0.2%ETFLowWayne, PA2026-10-20
Lakewood Asset Management LLC
78,124$3.9M2.0%ValueLowNaperville, IL2026-10-26
Prudent Investor Advisors, LLC
77,377$3.8M3.0%ETFN/AFolsom, CA2026-10-22
Modera Wealth Management, LLC
77,242$3.8M0.0%ETFVery LowWestwood, NJ2026-10-28
National Wealth Management Group, LLC
74,149$3.7M1.1%ETFMediumCincinnati, OH2026-10-26
Chesley Taft & Associates LLC
73,465$3.6M0.1%CoreLowChicago, IL2026-10-13
Everett Harris & Co
73,300$3.6M0.0%CoreVery LowLos Angeles, CA2026-10-28
Pillar Financial Advisors, LLC
70,358$3.5M1.9%ETFVery LowLouisville, KY2026-10-21
Stirlingshire Investments, Inc.
69,870$3.5M2.4%ETFMediumNew York, NY2026-11-05
XY Planning Network, Inc.
68,716$3.4M0.4%ETFLowBozeman, MT2026-10-14
Daymark Wealth Partners, LLC
67,401$3.3M0.1%CoreLowCincinnati, OH2026-11-04
Concurrent Investment Advisors, LLC
66,658$3.3M0.0%GrowthMediumTampa, FL2026-10-16
Balboa Wealth Partners
64,205$3.2M0.4%Agg GrowthMediumScottsdale, AZ2026-10-20
AlphaCore Capital LLC
62,000$3.1M0.0%ETFLowLa Jolla, CA2026-11-04
Approach Retirement Advisors, LLC
61,896$3.1M2.3%ETFLowVestavia, AL2026-10-22
Oppenheimer & Co Inc
57,471$2.8M0.0%CoreLowNew York, NY2026-10-26
Wingate Wealth Advisors, Inc.
57,428$2.8M1.2%ETFVery LowLexington, MA2026-10-26
Global Trust Asset Management, LLC
55,850$2.8M0.9%GrowthMediumPalm Beach Gardens, FL2026-10-19
Two West Capital Advisors LLC
50,581$2.5M1.2%ETFLowOverland Park, KS2026-10-15
Cypress Point Wealth Management, LLC
43,065$2.1M0.2%ETFLowDallas, TX2026-11-03
PFG Advisors
42,683$2.1M0.1%ETFMediumPhoenix, AZ2026-10-16
Legacy Solutions, LLC
42,279$2.1M1.6%ETFLowKennett Square, PA2026-10-07
Moody National Bank Trust Division
42,217$2.1M0.2%CoreMediumGalveston, TX2026-10-06
Summitas Investment Management LLC
41,510$2.1M1.6%ETFLowMckinney, TX2026-10-16
Wealthcare Advisory Partners LLC
38,505$1.9M0.0%ETFLowWest Chester, PA2026-10-21
HBW Advisory Services LLC
37,554$1.9M0.2%ETFMediumSimi Valley, CA2026-10-15
Mountain Pacific Investment Advisers LLC
37,181$1.8M0.3%CoreVery LowBoise, ID2026-10-29
Alpine Bank Wealth Management
36,335$1.8M0.2%ETFHighGrand Junction, CO2026-10-16
Patriot Investment Management Group, Inc.
34,594$1.7M0.1%ETFVery LowKnoxville, TN2026-10-15
D.A. Davidson & Co.
33,022$1.6M0.0%CoreLowGreat Falls, MT2026-10-28
Scott & Selber, Inc.
32,400$1.6M0.3%GrowthVery LowHouston, TX2026-10-21
EverSource Wealth Advisors, LLC
32,068$1.6M0.1%CoreMediumBirmingham, AL2026-11-04
MontVue Capital Management, Inc.
31,677$1.6M0.9%ETFVery LowLynchburg, VA2026-10-19
HB Wealth Management, LLC
31,486$1.6M0.0%IndexVery LowAtlanta, GA2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
31,460$1.6M0.0%GrowthVery LowBoston, MA2026-10-23
Magnus Financial Group LLC
30,675$1.5M0.1%ETFLowNew York, NY2026-10-21
Kingswood Wealth Advisors, LLC
30,343$1.5M0.1%GrowthLowSan Diego, CA2026-10-23
Beese Fulmer Investment Management, Inc.
28,800$1.4M0.1%CoreLowCanton, OH2026-10-23
Verus Financial Partners, Inc.
28,441$1.4M0.1%ETFVery LowRichmond, VA2026-10-29
Farther Finance Advisors, LLC
28,087$1.4M0.0%IndexLowSan Francisco, CA2026-10-08
Amicus Financial Advisors, LLC
27,918$1.4M0.4%ETFLowLubbock, TX2026-11-03
Kurv Investment Management LLC
27,555$1.4M0.7%MomentumMediumSan Francisco, CA2026-10-28
Christensen, King & Associates Investment Services, Inc.
27,338$1.4M0.5%ETFVery LowRichland, WA2026-10-22
Willow Creek Wealth Management Inc.
26,607$1.3M0.1%ETFVery LowSebastopol, CA2026-10-26
Ballew Advisors, Inc
26,382$1.3M0.6%ETFLowJackson, MS2026-10-05
Elser Financial Planning, Inc
25,648$1.3M0.1%GARPLowIndianapolis, IN2026-10-16
United Advisor Group, LLC
25,220$1.2M0.1%ETFLowCincinnati, OH2026-11-03
SP Asset Management LLC
24,484$1.2M0.1%CoreVery LowCupertino, CA2026-11-05
Flagship Harbor Advisors, LLC
24,317$1.2M0.0%ETFMediumBoston, MA2026-10-26
Kings Path Partners LLC
23,798$1.2M0.3%ETFVery LowSugar Land, TX2026-10-21
Outlook Wealth Advisors, LLC
23,749$1.2M0.3%ETFMediumShenandoah, TX2026-10-28
TriaGen Wealth Management LLC
22,678$1.1M0.3%CoreMediumCalabasas, CA2026-10-14
Prime Capital Investment Advisors, LLC
22,557$1.1M0.0%ETFLowOverland Park, KS2026-10-20
Washington Capital Management, Inc
22,000$1.1M0.7%ValueMediumSeattle, WA2026-10-19
Alkeme Wealth, LLC
21,879$1.1M0.4%ValueLowScottsdale, AZ2026-10-08
Powerhouse Assets LLC
21,106$1.0M0.8%ETFVery LowLincoln, MA2026-10-19
Prudent Man Investment Management, Inc.
21,068$1.0M0.3%ETFVery LowLouisville, CO2026-11-03
Manchester Capital Management LLC
20,922$1.0M0.1%CoreLowManchester, VT2026-10-22
Avidian Wealth Enterprises, LLC
20,516$1.0M0.0%ETFLowHouston, TX2026-10-08
Petersen Hastings Wealth Advisors Inc.
20,491$1.0M0.1%ETFLowKennewick, WA2026-10-27
Elm3 Financial Group, LLC
20,385$1.0M0.7%GrowthMediumAlpharetta, GA2026-10-07
Avestar Capital, LLC
20,100$996.0K0.1%GrowthLowNew York, NY2026-10-28
Nova Financial LLC
19,595$970.9K0.4%N/AN/ATucson, AZ2026-11-04
Family CFO Inc
19,265$954.6K0.4%ETFLowLos Altos, CA2026-10-30
Pinnacle Associates LTD
19,227$952.7K0.0%CoreLowNew York, NY2026-10-20
MGO One Seven LLC
19,198$951.3K0.0%GrowthLowBeachwood, OH2026-10-28
Essential Planning, Llc.
17,929$888.4K0.2%ETFLowPortsmouth, NH2026-10-21
Regatta Capital Group, LLC
17,420$863.2K0.1%ETFLowEl Segundo, CA2026-10-23
Joseph Group Capital Management
17,289$856.7K0.2%ETFLowColumbus, OH2026-11-04
Life Planning Partners, Inc
17,065$845.6K0.7%ETFVery LowJacksonville, FL2026-10-28
First Bank & Trust
16,135$799.5K0.1%CoreLowBrookings, SD2026-10-19
Brookstone Capital Management
15,956$790.6K0.0%ETFMediumWheaton, IL2026-10-22
Northwest Wealth Management, LLC
15,876$786.7K0.1%ETFLowSpencer, IA2026-10-30
Deroy & Devereaux Private Investment Counsel Inc
15,810$7830.0%ValueMediumBloomfield Hills, MI2026-10-26
CGC Financial Services, LLC
15,478$767.0K0.2%ETFLowLake Oswego, OR2026-10-13
SAX Wealth Advisors, LLC
15,467$766.4K0.0%ETFVery LowParsippany, NJ2026-10-13
ATX Financial Planning, LLC
15,166$751.5K0.5%ETFHighAustin, TX2026-10-14
Keudell ison Wealth Management
15,000$743.3K0.1%ETFMediumSalem, OR2026-10-16
Bulwark Capital Corp
14,806$733.6K0.4%ETFMediumFernandina Beach, FL2026-10-13
RFG Advisory, LLC
14,598$723.3K0.0%ETFMediumBirmingham, AL2026-11-03
Heritage Wealth Management, Inc.
14,219$704.6K0.2%ETFLowSan Diego, CA2026-10-27
Compass Financial Group, Inc
14,172$702.2K0.1%ETFVery LowSioux Falls, SD2026-10-13
Latitude Advisors, LLC
13,932$690.3K0.2%ETFLowYorkville, IL2026-10-27
Glass Jacobson Investment Advisors llc
13,803$683.9K0.2%ETFLowOwings Mills, MD2026-10-26
First Premier Bank
13,695$6790.0%CoreVery LowSioux Falls, SD2026-10-13
Market Street Wealth Management Advisors LLC
13,507$669.3K0.1%ETFMediumIndianapolis, IN2026-10-09
Valpey Financial Services, LLC
13,328$660.4K0.4%ETFVery LowConcord, NH2026-10-30
Infinity Wealth Counsel, LLC
13,231$655.6K0.5%ETFVery LowLoveland, OH2026-10-15
Lexington Hill Partners, LLC
13,197$653.9K0.3%ETFLowDallas, TX2026-10-13
Spire Wealth Management
12,764$632.5K0.0%GrowthMediumMclean, VA2026-10-30
William Howard & Co Financial Advisors Inc
12,476$618.2K0.5%ETFVery LowMemphis, TN2026-11-04
Private Trust Co NA
12,405$614.7K0.0%CoreLowCleveland, OH2026-10-20
Park Avenue Securities LLC
12,171$6030.0%ETFMediumNew York, NY2026-10-26
Old Peak Finance LLC
11,887$589.0K0.3%ETFVery LowChapel Hill, NC2026-11-02
Kestra Private Wealth Services, LLC
11,799$584.7K0.0%GrowthLowAustin, TX2026-10-30
Gradient Capital Advisors, LLC
11,051$547.6K0.1%ETFLowSan Diego, CA2026-10-21
Mainsail Asset Management, LLC
10,825$535.2K0.2%ETFMediumBirmingham, AL2026-10-14
IFP Advisors, Inc
10,693$529.8K0.0%GrowthLowTampa, FL2026-10-16
Joel Adams & Associates, Inc.
10,549$522.7K0.3%ETFLowAsheville, NC2026-11-02
Hager Investment Management Services, LLC
10,453$517.9K0.2%GrowthMediumNew London, NH2026-11-04
Pinnacle Wealth Management Advisory Group, LLC
10,392$514.9K0.0%GrowthLowRed Bank, NJ2026-10-23
Echo45 Advisors LLC
10,359$513.3K0.2%ETFLowWalnut Creek, CA2026-10-07
New Hampshire Trust
10,054$498.2K0.1%CoreLowConcord, NH2026-10-20
Midwest Trust Co
10,054$498.2K0.0%CoreLowOverland Park, KS2026-10-22
Burton Enright Welch
10,015$496.2K0.1%ETFVery LowWalnut Creek, CA2026-11-04
Silverlake Wealth Management LLC
9,932$492.1K0.1%ETFLowWilliston, VT2026-10-21
Howard Wealth Management, LLC
9,864$488.8K0.2%ETFVery LowMadison, CT2026-10-28
Wesbanco Bank Inc
9,749$483.1K0.0%CoreLowWheeling, WV2026-11-04
Retirement Planning Group, LLC
9,640$477.7K0.0%ETFVery LowLeawood, KS2026-10-19
Ballentine Capital Advisors, Inc
9,606$476.0K0.2%ETFVery LowGreenville, SC2026-10-14
CWA Asset Management Group, LLC
9,403$465.9K0.0%CoreMediumNaples, FL2026-10-19
MidAtlantic Capital Management, Inc.
9,297$460.7K0.3%ETFVery LowRichmond, VA2026-11-05
Pacific Center for Financial Services
9,177$454.7K0.1%ETFMediumDanville, CA2026-10-15
Partnership Wealth Management, LLC
9,038$447.8K0.3%CoreLowTowson, MD2026-10-05
Sard Wealth Management Group, LLC
8,720$432.1K0.2%ETFVery LowAtlanta, GA2026-10-16
Argos Wealth Advisors, LLC
8,471$419.7K0.1%GrowthLowSacramento, CA2026-11-02
Quadrant Private Wealth Management, LLC
8,382$415.3K0.1%GrowthLowCenter Valley, PA2026-11-04
Allied Investment Advisors, LLC
8,003$396.5K0.0%ValueLowBillings, MT2026-10-13
Allen Investment Management, LLC
7,807$386.8K0.0%MomentumMediumNew York, NY2026-11-03
Castleview Partners, LLC
7,575$375.3K0.2%CoreMediumDallas, TX2026-10-09
Odyssey Capital Advisors, Inc.
7,562$374.7K0.3%ETFLowBala Cynwyd, PA2026-10-26
Forum Financial Management, LP
7,535$373.4K0.0%ETFLowLombard, IL2026-10-16
World Equity Group, Inc.
7,492$371.2K0.2%GrowthMediumSchaumburg, IL2026-10-14
J. Derek Lewis & Associates Inc.
7,348$364.1K0.1%ETFLowNewport Beach, CA2026-11-03
Greenhouse Wealth Management, LLC
7,024$348.0K0.2%ETFVery LowWestport, CT2026-10-20
SYM Financial Corp
7,000$346.9K0.0%ETFVery LowWinona Lake, IN2026-10-26
StoneX Group Inc.
6,963$345.0K0.0%ETFMediumNew York, NY2026-11-03
Krilogy Financial LLC
6,831$338.0K0.0%GrowthLowSt. Louis, MO2026-10-13
Bath Savings Trust Co
6,798$336.8K0.0%CoreLowBath, ME2026-10-07
Culbertson A N & Co Inc
6,630$328.5K0.0%CoreVery LowCharlottesville, VA2026-10-21
Essex LLC
6,547$324.4K0.0%ETFLowDeer Park, IL2026-10-14
Badgley Phelps Wealth Managers, LLC
6,512$322.7K0.0%GrowthVery LowSeattle, WA2026-10-22
Mezzasalma Advisors, LLC
6,353$314.8K0.1%GrowthLowTinton Falls, NJ2026-10-14
Cutler Investment Counsel LLC
6,266$310.5K0.0%CoreLowJacksonville, OR2026-10-28
OceanIQ Capital, LLC
6,200$306.7K0.2%GrowthN/APalo Alto, CA2026-10-19
Integrity Alliance, Llc.
6,135$304.0K0.0%ETFMediumUrbandale, IA2026-10-29
Willis Investment Counsel
6,040$299.3K0.0%CoreLowGainesville, GA2026-10-20
25 LLC
5,945$294.6K0.1%ETFLowSt. Louis, MO2026-10-13
SeaCrest Wealth Management, LLC
5,850$289.9K0.0%GrowthLowPurchase, NY2026-10-21
Accurate Wealth Management, LLC
5,775$285.7K0.0%CoreMediumWesley Chapel, FL2026-10-20
Lido Advisors, LLC
5,641$279.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Roberts Wealth Advisors, LLC
5,620$278.5K0.1%GrowthLowPalo Alto, CA2026-10-14
Successful Portfolios LLC
5,501$271.9K0.1%CoreVery LowClearwater, FL2026-10-09
180 Wealth Advisors, LLC
5,500$272.5K0.0%CoreLowFederal Way, WA2026-11-03
Baker Ellis Asset Management LLC
5,500$272.5K0.0%GARPVery LowVancouver, WA2026-10-14
Stonebridge Financial Group, LLC
5,488$271.9K0.0%ETFMediumWormleysburg, PA2026-10-01
Inspirion Wealth Advisors, LLC
5,454$270.2K0.0%ETFMediumLibertyville, IL2026-10-09
GSG Advisors LLC
5,392$267.2K0.1%ETFVery LowMount Laurel, NJ2026-11-03
BAR Harbor Wealth Management
5,250$260.1K0.0%CoreLowConcord, NH2026-10-21
Objective Capital Management, LLC
5,200$257.7K0.2%ETFLowFairlawn, OH2026-10-13
Wisconsin Wealth Advisors, LLC
5,174$256.4K0.2%ETFLowSun Prairie, WI2026-10-08
Corundum Group, Inc.
5,069$251.2K0.1%CoreLowColorado Springs, CO2026-10-28
Aegis Wealth Management, Inc.
5,049$250.2K0.1%ETFMediumGuthrie Center, IA2026-10-26
Busey Bank
4,936$244.6K0.0%GrowthVery LowUrbana, IL2026-10-26
New Capital Management LP
4,853$240.5K0.1%ETFVery LowHouston, TX2026-10-29
SJS Investment Consulting Inc.
4,658$230.8K0.0%ETFVery LowSylvania, OH2026-10-26
Hopwood Financial Services, Inc.
4,600$227.9K0.1%ETFLowReston, VA2026-10-29
Diversify Advisory Services, LLC
4,492$222.3K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
4,492$222.3K0.0%GrowthMediumSandy, UT2026-10-20
Sowell Financial Services LLC
4,395$217.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
Hummer Financial Advisory Services Inc
4,200$208.1K0.1%CoreVery LowChicago, IL2026-10-09
Financial Perspectives, Inc
4,042$200.3K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Lanark Financial, Inc.
3,452$171.0K0.0%CoreMediumBirmingham, AL2026-10-26
North Star Investment Management Corp.
3,386$167.8K0.0%CoreLowChicago, IL2026-10-27
Triumph Capital Management
3,123$154.8K0.0%ETFMediumDenver, CO2026-10-14
Eastern Bank
3,083$152.8K0.0%GrowthMediumBoston, MA2026-10-05
Lodestone Wealth Management LLC
2,960$146.7K0.0%CoreLowSpokane, WA2026-10-14
Signaturefd, LLC
2,897$143.5K0.0%IndexLowAtlanta, GA2026-10-23
Tompkins Financial Corp
2,852$141.3K0.0%CoreLowIthaca, NY2026-10-05
Blume Capital Management, Inc.
2,819$139.7K0.0%CoreMediumBerkeley, CA2026-10-26
Creative Financial Designs Inc
2,380$117.9K0.0%ETFMediumKokomo, IN2026-11-04
Golden State Wealth Management, LLC
2,245$111.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Financial Management Professionals, Inc.
1,795$88.9K0.0%ETFMediumAustin, TX2026-10-23
Halbert Hargrove Global Advisors, LLC
1,752$86.8K0.0%ETFLowLong Beach, CA2026-10-16
Harbor Investment Advisory, LLC
1,713$84.9K0.0%GrowthLowLutherville, MD2026-10-13
Elevation Wealth Partners, LLC
1,528$75.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Frankly Finances, LLC
1,517$75.2K0.1%ETFVery LowWinter Park, FL2026-10-28
Bank of New Hampshire
1,033$51.2K0.0%CoreLowLaconia, NH2026-10-06
Montag A & Associates Inc
917$45.4K0.0%CoreLowAtlanta, GA2026-10-29
Entrust Financial LLC
700$34.7K0.0%ETFLowWayne, PA2026-11-04
Olistico Wealth, LLC
696$34.5K0.0%GrowthVery LowTulsa, OK2026-10-05
Acumen Wealth Advisors, LLC
683$33.9K0.0%GrowthHighChattanooga, TN2026-11-05
Assetmark, Inc
518$25.7K0.0%ETFLowConcord, CA2026-10-21
Pinnacle Wealth Planning Services, Inc.
500$24.8K0.0%GARPLowMansfield, OH2026-10-27
Cassaday & Co Wealth Management LLC
485$24.0K0.0%ETFVery LowMclean, VA2026-10-27
LAM Group, Inc.
460$22.8K0.0%ETFVery LowLake Oswego, OR2026-10-26
Parallel Advisors, LLC
410$20.3K0.0%IndexLowSan Francisco, CA2026-11-03
Compass Financial Management LLC
400$19.8K0.0%CoreN/ATampa, FL2026-10-30
Highline Wealth Partners LLC
300$14.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
Hazlett, Burt & Watson, Inc.
250$120.0%CoreVery LowWheeling, WV2026-11-04
Nemes Rush Group LLC
246$12.2K0.0%CoreVery LowNovi, MI2026-11-04
Salomon & Ludwin, LLC
202$10.0K0.0%ETFVery LowRichmond, VA2026-10-29
Next Level Wealth Planning, LLC
185$9.1K0.0%ETFVery LowMeridian, ID2026-10-29
Mather Group, Llc.
167$8.3K0.0%ETFMediumChicago, IL2026-10-14
Strengthening Families & Communities, LLC
162$8.0K0.0%CoreMediumBoston, MA2026-10-21
Buck Wealth Strategies, LLC
159$7.9K0.0%ValueMediumDenver, CO2026-10-28
Carnegie Lake Advisors LLC
150$768.0K0.3%ValueLowPrinceton, NJ2026-11-03
Adkins Seale Capital Management LLC
140$6.9K0.0%CoreVery LowShreveport, LA2026-10-27
Independence Bank of Kentucky
95$4.7K0.0%GrowthLowOwensboro, KY2026-10-26
Key Capital Management, Inc
90$4.5K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Mainstream Capital Management LLC
81$4.0K0.0%GrowthLowLos Angeles, CA2026-10-23
Hughes Financial Services, LLC
74$3.7K0.0%ETFLowHerndon, VA2026-10-30
Gilpin Wealth Management, LLC
62$3.1K0.0%GrowthLowDenver, CO2026-10-09
CoreCap Advisors, LLC
49$2.4K0.0%ETFMediumSouthfield, MI2026-10-08
Archer Investment Corp
42$2.1K0.0%CoreMediumCarmel, IN2026-11-05