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Vanguard 0-3M T-Bill ETF (VBIL)

CUSIP: 922040845 | NYSE | 523 institutional holders

Quarters

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

Evanson Financial, LLC2,150,979
8.0% of portfolio›$162.9M
Nicholas Hoffman & Company, Llc.1,696,073
2.7% of portfolio›$128.4M
Randolph Co Inc1,608,139
10.5% of portfolio›$121.8M
AWM Capital, LLC1,384,093
7.4% of portfolio›$104.8M
BetterWealth, LLC1,085,581
13.9% of portfolio›$82.2M
Greenhaven Associates Inc858,916
0.8% of portfolio›$65.0M
FSA Investment Group, LLC796,647
19.2% of portfolio›$60.3M
Mirae Asset Global Investments Co., Ltd.717,000
0.1% of portfolio›$54.3M
Altiora Financial Group, LLC635,232
7.9% of portfolio›$48.1M
Pathway Financial Advisors LLC570,107
4.8% of portfolio›$43.2M
Anderson Hoagland & Co495,787
2.9% of portfolio›$37.5M
Fortitude Family Office, LLC492,079
6.4% of portfolio›$37.3M
Cypress Capital, LLC463,153
9.3% of portfolio›$35.1M
Apella Capital, LLC460,071
0.4% of portfolio›$34.8M
Truist Financial Corp458,792
0.0% of portfolio›$34.7M
Garde Capital, Inc.353,562
1.5% of portfolio›$26.8M
Kohmann Bosshard Financial Services, LLC352,071
2.2% of portfolio›$26.7M
Whitaker-Myers Wealth Managers, Ltd.322,457
4.0% of portfolio›$24.4M
Absolute Capital Management, LLC292,500
5.1% of portfolio›$22.1M
JIM Saulnier & Associates, LLC277,113
8.1% of portfolio›$21.0M
EverSource Wealth Advisors, LLC260,573
0.6% of portfolio›$19.7M
eCIO, Inc.245,700
6.4% of portfolio›$18.6M
Blume Capital Management, Inc.242,777
2.7% of portfolio›$18.4M
Morton Capital Management LLC236,251
2.2% of portfolio›$17.9M
HB Wealth Management, LLC220,727
0.1% of portfolio›$16.7M
Decker Retirement Planning Inc.210,225
5.3% of portfolio›$15.9M
JBR Co Financial Management Inc194,073
5.6% of portfolio›$14.6M
Brookstone Capital Management179,682
0.1% of portfolio›$13.6M
Clear Creek Financial Management, LLC173,425
1.0% of portfolio›$13.1M
Chatham Capital Group, Inc.168,570
1.6% of portfolio›$12.8M
Sage Rhino Capital LLC165,805
2.0% of portfolio›$12.6M
Jessup Wealth Management, Inc158,167
2.5% of portfolio›$12.0M
SJS Investment Consulting Inc.147,433
1.1% of portfolio›$11.2M
Rossmore Private Capital146,320
0.8% of portfolio›$11.1M
Englebert Financial Advisers, LLC141,382
10.6% of portfolio›$10.7M
Wealth Enhancement Advisory Services, LLC138,343
0.0% of portfolio›$10.5M
Lakewood Asset Management LLC133,241
5.2% of portfolio›$10.1M
Summit Global Investments129,738
0.0% of portfolio›$9.8K
Rose Capital Advisors LLC128,716
2.4% of portfolio›$9.7M
Cambridge Investment Research Advisors, Inc.124,992
0.0% of portfolio›$9.5K
Greenspring Advisors, LLC115,782
0.4% of portfolio›$8.8M
Stonebridge Financial Group, LLC108,306
0.6% of portfolio›$8.2M
Burton Enright Welch107,472
0.9% of portfolio›$8.1M
Willow Creek Wealth Management Inc.105,214
0.5% of portfolio›$8.0M
Creative Planning101,355
0.0% of portfolio›$7.7M
Factor Wealth Management LTD99,181
1.1% of portfolio›$7.5M
Peak Financial Advisors LLC98,877
3.2% of portfolio›$7.5M
Studio Investment Management LLC97,939
1.3% of portfolio›$7.4M
Foundry Financial LLC97,348
2.3% of portfolio›$7.4M
Robinswood Financial LLC96,914
2.3% of portfolio›$7.3M
Alchemi Wealth, LLC95,700
3.3% of portfolio›$7.2M
TPG Advisors LLC89,890
3.6% of portfolio›$6.8M
Balentine LLC89,340
0.3% of portfolio›$6.8M
Manuka Financial, LLC86,531
3.3% of portfolio›$6.6M
Cherry Tree Wealth Management, LLC86,262
1.2% of portfolio›$6.5M
Ledgewood Wealth Advisors, LLC83,404
3.5% of portfolio›$6.3M
Arbor Investment Advisors, LLC80,444
0.7% of portfolio›$6.1M
Unison Advisors LLC73,700
0.4% of portfolio›$5.6M
TD Waterhouse Canada Inc.73,489
0.0% of portfolio›$5.5M
Ceera Investments, LLC71,580
2.1% of portfolio›$5.4M
Apollon Wealth Management, LLC70,139
0.1% of portfolio›$5.3M
Daymark Wealth Partners, LLC70,052
0.1% of portfolio›$5.3M
Perigon Wealth Management, LLC68,672
0.1% of portfolio›$5.2M
Journey Advisory Group, LLC64,984
0.4% of portfolio›$4.9M
Quattro Financial Advisors LLC64,572
1.0% of portfolio›$4.9M
Capital Investment Services of America, Inc.64,381
0.4% of portfolio›$4.9M
Raab & Moskowitz Asset Management LLC60,256
0.9% of portfolio›$4.6M
Mesirow Financial Investment Management, Inc.59,579
0.1% of portfolio›$4.5M
Values First Advisors, Inc.59,523
2.1% of portfolio›$4.5M
Sowell Financial Services LLC58,157
0.1% of portfolio›$4.4M
Scratch Capital LLC56,773
2.7% of portfolio›$4.3M
PFW Advisors LLC56,350
1.3% of portfolio›$4.3M
Level Wealth Management LLC54,879
1.6% of portfolio›$4.2M
Culbertson A N & Co Inc54,265
0.5% of portfolio›$4.1M
Pines Wealth Management, LLC54,138
1.2% of portfolio›$4.1M
Salem Investment Counselors Inc53,503
0.1% of portfolio›$4.1M
Blue Bell Private Wealth Management, LLC50,574
0.5% of portfolio›$3.8M
CRA Financial Services, LLC49,690
0.4% of portfolio›$3.8M
Vertrix Wealth Management, LLC49,529
1.3% of portfolio›$3.8M
Maltin Wealth Management, Inc.47,663
1.2% of portfolio›$3.6M
Farther Finance Advisors, LLC47,143
0.0% of portfolio›$3.6M
Commonwealth Equity Services, LLC44,975
0.0% of portfolio›$3.4M
Brighton Jones LLC44,628
0.1% of portfolio›$3.4M
Wedbush Securities Inc44,387
0.0% of portfolio›$3.4K
Inscription Capital, LLC43,845
0.4% of portfolio›$3.3M
Aurelius Family Office LLC43,657
1.3% of portfolio›$3.3M
Waterfront Wealth Inc.41,709
0.6% of portfolio›$3.5M
Seven Bridges Advisors LLC41,677
1.4% of portfolio›$3.2M
Sage Capital Advisors,llc40,747
0.6% of portfolio›$3.1M
Cassilly Financial Group LLC39,988
2.0% of portfolio›$3.0M
Heck Capital Advisors, LLC39,700
0.2% of portfolio›$3.0M
Prentice Wealth Management LLC39,644
0.6% of portfolio›$3.0M
SpringVest Wealth Management LLC39,325
1.8% of portfolio›$3.0M
Planned Solutions, Inc.36,447
0.8% of portfolio›$2.8M
CWA Asset Management Group, LLC35,310
0.1% of portfolio›$2.7M
Burney Co/34,000
0.1% of portfolio›$2.6M
Midwest Trust Co33,999
0.0% of portfolio›$2.6M
Meredith Wealth Planning33,398
0.6% of portfolio›$2.5M
Quartz Partners, LLC33,097
0.8% of portfolio›$2.5M
PFG Advisors32,803
0.1% of portfolio›$2.5M
Arbor Wealth Advisors LLC32,135
1.5% of portfolio›$2.4M
Obermeyer Wealth Partners30,684
0.1% of portfolio›$2.3M
Kingswood Wealth Advisors, LLC30,487
0.1% of portfolio›$2.3M
Able Financial Group, LLC30,482
0.4% of portfolio›$2.3M
Sterling Investment Management, LLC29,840
1.2% of portfolio›$2.3M
Citizens Financial Group Inc28,082
0.0% of portfolio›$2.1M
NavPoint Financial, Inc.27,150
0.7% of portfolio›$2.1M
IFP Advisors, Inc26,881
0.0% of portfolio›$2.0M
Triumph Capital Management25,703
0.3% of portfolio›$1.9M
Capstone Wealth Management Group, Inc.25,322
1.1% of portfolio›$1.9M
CoreCap Advisors, LLC24,291
0.1% of portfolio›$1.8M
Kestra Advisory Services, LLC23,485
0.0% of portfolio›$1.8M
Lunt Capital Management, Inc.23,179
0.7% of portfolio›$1.8M
Farrell Financial LLC22,886
0.9% of portfolio›$1.7M
Outbound Financial Inc22,681
1.1% of portfolio›$1.7M
Shayne & Jacobs, LLC22,510
0.5% of portfolio›$1.7M
Successful Portfolios LLC22,016
0.8% of portfolio›$1.7M
Thrive Wealth Management, LLC21,215
0.2% of portfolio›$1.6M
GEN Financial Management, Inc.20,850
0.9% of portfolio›$1.6M
Worth Asset Management, LLC20,844
0.5% of portfolio›$1.6M
Aviance Capital Partners, LLC20,395
0.2% of portfolio›$1.5M
Legacy Advisory Services, LLC20,221
1.1% of portfolio›$1.5M
Diversify Wealth Management, LLC20,010
0.0% of portfolio›$1.5M
Diversify Advisory Services, LLC20,010
0.0% of portfolio›$1.5M
Archford Capital Strategies, LLC18,767
0.1% of portfolio›$1.4M
Symmetry Partners, LLC18,496
0.1% of portfolio›$1.4M
Praetorian Wealth Management, Inc.18,196
0.2% of portfolio›$1.4M
Vision Capital Management, Inc.18,050
0.2% of portfolio›$1.4M
Prospera Capital Management, LLC17,987
0.3% of portfolio›$1.4M
rebel Financial LLC17,768
0.5% of portfolio›$1.3M
Asset One Wealth Management LLC17,760
0.1% of portfolio›$1.3M
Quadcap Wealth Management, LLC16,856
0.1% of portfolio›$1.3M
International Assets Investment Management, LLC16,133
0.1% of portfolio›$1.2M
Guardsman Private Capital Management, Inc.16,075
0.8% of portfolio›$1.2M
Guardian Wealth Management, Inc.16,031
0.6% of portfolio›$1.2M
HUB Investment Partners, LLC15,860
0.0% of portfolio›$1.2M
Ballast Financial Advisors LLC15,240
1.1% of portfolio›$1.2M
Keystone Wealth Services, LLC15,123
0.2% of portfolio›$1.1M
Luminvest Wealth Management LLC14,852
0.3% of portfolio›$1.1M
Verus Financial Partners, Inc.14,317
0.1% of portfolio›$1.1M
Acumen Wealth Advisors, LLC14,005
0.2% of portfolio›$1.1M
Lido Advisors, LLC13,776
0.0% of portfolio›$1.0M
Wheelhouse Advisory Group LLC13,724
0.3% of portfolio›$1.0M
Graves Light Lenhart Wealth, Inc.13,374
0.1% of portfolio›$1.0M
Old National Bancorp13,249
0.0% of portfolio›$1.0M
Ejmk Ventures LLC13,228
0.4% of portfolio›$1.0M
Evergreen Capital Management LLC13,227
0.0% of portfolio›$1.0M
Avestar Capital, LLC13,200
0.1% of portfolio›$999.5K
Family CFO Inc13,162
0.4% of portfolio›$996.6K
M Holdings Securities, Inc.12,869
0.0% of portfolio›$972
Greenwood Gearhart LLC12,559
0.0% of portfolio›$951.0K
Bulwark Capital Corp12,376
0.5% of portfolio›$937.1K
Landmark Wealth Management, LLC12,268
0.2% of portfolio›$928.9K
Emerald Advisors, LLC12,156
0.1% of portfolio›$920.5K
Ashton Thomas Private Wealth, LLC11,832
0.0% of portfolio›$895.9K
Revisor Wealth Management LLC11,643
0.2% of portfolio›$880.8K
CWC Advisors, Llc.11,511
0.4% of portfolio›$871.6K
Parallel Advisors, LLC11,303
0.0% of portfolio›$855.9K
Forza Wealth Management, LLC11,200
0.2% of portfolio›$848.1K
Sage Mountain Advisors LLC10,851
0.0% of portfolio›$821.6K
Baskin Financial Services Inc.10,577
0.0% of portfolio›$801
Elm3 Financial Group, LLC10,270
0.5% of portfolio›$777.7K
KOM Wealth Management Group, LLC10,094
0.4% of portfolio›$764.3K
TMB Capital Partners, LLC9,747
0.2% of portfolio›$738.0K
Compass Wealth Management LLC9,564
0.1% of portfolio›$724.2K
Unique Wealth, LLC9,445
0.1% of portfolio›$715.2K
Wrenne Financial Planning LLC9,025
0.2% of portfolio›$683.4K
Pecaut & Co.8,687
0.2% of portfolio›$657.8K
Geneva Partners, LLC8,618
0.2% of portfolio›$652.6K
Approach Retirement Advisors, LLC8,438
0.5% of portfolio›$639.0K
Stokes Capital Advisors, LLC7,779
0.1% of portfolio›$589.0K
Sensenig Capital Advisors, Inc7,656
0.5% of portfolio›$579.7K
Pictet North America Advisors SA7,630
0.0% of portfolio›$577.7K
Avalon Capital Management7,597
0.1% of portfolio›$575.2K
Armstrong Advisory Group, Inc7,261
0.0% of portfolio›$549.8K
Eastern Bank7,162
0.0% of portfolio›$542.3K
Avidian Wealth Enterprises, LLC7,152
0.0% of portfolio›$541.5K
MidAtlantic Capital Management, Inc.7,081
0.3% of portfolio›$536.2K
Sunpointe, LLC6,976
0.2% of portfolio›$528.2K
Core Wealth Partners LLC6,600
0.2% of portfolio›$499.8K
Arnold Financial Planning LLC6,376
0.3% of portfolio›$482.8K
Marks Wealth, LLC6,264
0.1% of portfolio›$474.3K
LexAurum Advisors, LLC6,204
0.1% of portfolio›$469.8K
Community Trust & Investment Co6,054
0.0% of portfolio›$458.4K
Pacifica Partners Inc.5,963
0.1% of portfolio›$450.3K
Essex LLC5,872
0.1% of portfolio›$444.6K
Western Financial Corp5,731
0.1% of portfolio›$434.0K
SAX Wealth Advisors, LLC5,570
0.0% of portfolio›$421.8K
AA Financial Advisors, LLC5,422
0.0% of portfolio›$410.6K
Secure Asset Management, LLC5,376
0.1% of portfolio›$407.1K
Carroll Advisory Group, LLC5,362
0.1% of portfolio›$406.0K
Affinity Capital Advisors, LLC5,216
0.0% of portfolio›$394.3K
Coyle Financial Counsel LLC5,080
0.1% of portfolio›$384.7K
Pennsylvania Capital Management Inc5,008
0.1% of portfolio›$379.2K
Mather Group, Llc.4,736
0.0% of portfolio›$358.6K
Perennial Advisors, LLC4,685
0.1% of portfolio›$354.7K
Americana Partners, LLC4,633
0.0% of portfolio›$350.8K
Pillar Financial Advisors, LLC4,510
0.2% of portfolio›$341.5K
Destiny Wealth Partners, LLC4,457
0.0% of portfolio›$336.7K
Prudent Man Investment Management, Inc.4,391
0.1% of portfolio›$332.5K
StoneX Group Inc.4,254
0.0% of portfolio›$322.1K
Eclectic Associates Inc4,213
0.0% of portfolio›$319.0K
Johnson & White Wealth Management, LLC4,056
0.1% of portfolio›$307.1K
Downshift Financial, LLC4,030
0.1% of portfolio›$305.1K
American Institute for Advanced Investment Management, LLP4,020
0.2% of portfolio›$304.4K
XY Planning Network, Inc.4,015
0.0% of portfolio›$304.0K
Argonautica Private Wealth Management, Inc3,974
0.1% of portfolio›$300.9K
Independent Financial Group, LLC3,834
0.0% of portfolio›$290.3K
CWS Financial Advisors, LLC3,745
0.1% of portfolio›$283.6K
Wedmont Private Capital3,678
0.0% of portfolio›$277.9K
Oppenheimer & Co Inc3,544
0.0% of portfolio›$268.4K
Howard Wealth Management, LLC3,378
0.1% of portfolio›$255.8K
Courier Capital LLC3,310
0.0% of portfolio›$250.6K
Wealthcare Advisory Partners LLC3,301
0.0% of portfolio›$250.0K
Choreo, LLC3,246
0.0% of portfolio›$245.8K
Ascent Group, LLC3,166
0.0% of portfolio›$239.7K
Focused Wealth Management, Inc3,153
0.0% of portfolio›$238.8K
Cardinal Point Capital Management ULC3,105
0.0% of portfolio›$235.1K
RCS Financial Planning, LLC3,023
0.1% of portfolio›$228.9K
Mirador Capital Partners LP2,910
0.0% of portfolio›$220.3K
Mills Wealth Advisors LLC2,878
0.1% of portfolio›$217.9K
Financial Architects, LLC2,775
0.1% of portfolio›$210.1K
Assetmark, Inc2,771
0.0% of portfolio›$209.8K
Verum Partners LLC2,698
0.0% of portfolio›$204.3K
Parkside Financial Bank & Trust2,684
0.0% of portfolio›$203.2K
Silver Grove Financial Group, Inc.1,587
0.1% of portfolio›$120.1K
Cassaday & Co Wealth Management LLC1,350
0.0% of portfolio›$102.2K
Tsfg, LLC1,173
0.0% of portfolio›$89
Hazlett, Burt & Watson, Inc.1,159
0.0% of portfolio›$88
Creative Financial Designs Inc1,104
0.0% of portfolio›$83.6K
Financial Management Professionals, Inc.1,000
0.0% of portfolio›$75.7K
Factorial Partners, LLC1,000
100.0% of portfolio›$75.7K
Fiduciary Advisors, Inc.994
0.1% of portfolio›$75.3K
Evermay Wealth Management LLC925
0.0% of portfolio›$70.0K
Concord Wealth Partners886
0.0% of portfolio›$67.1K
Provenance Wealth Advisors, LLC760
0.0% of portfolio›$57.5K
Signature Equity Partners, LLC738
0.0% of portfolio›$55.9K
Quaker Wealth Management, LLC300
0.0% of portfolio›$22.7K
Redwood Park Advisors LLC291
0.0% of portfolio›$22.0K
Root Financial Partners, LLC276
0.0% of portfolio›$20.9K
Citigroup Inc253
0.0% of portfolio›$19.2K
Deane Retirement Strategies, Inc.203
0.0% of portfolio›$15.4K
Next Level Wealth Planning, LLC146
0.0% of portfolio›$11.1K
DecisionPoint Financial, LLC132
0.0% of portfolio›$10.0K
Rossby Financial, LCC125
0.0% of portfolio›$9.5K
Tradewinds Capital Management, LLC100
0.0% of portfolio›$7.6K
Cape Investment Advisory, Inc.83
0.0% of portfolio›$6.3K
Bare Financial Services, Inc33
0.0% of portfolio›$2.5K
StyleTurnoverLocationFiled
Evanson Financial, LLC
2,150,979$162.9M8.0%ETFN/AMclean, VA2026-10-23
Nicholas Hoffman & Company, Llc.
1,696,073$128.4M2.7%ETFVery LowAtlanta, GA2026-10-30
Randolph Co Inc
1,608,139$121.8M10.5%GrowthMediumCincinnati, OH2026-10-23
AWM Capital, LLC
1,384,093$104.8M7.4%ETFLowPhoenix, AZ2026-10-16
BetterWealth, LLC
1,085,581$82.2M13.9%ETFVery LowSan Jose, CA2026-10-15
Greenhaven Associates Inc
858,916$65.0M0.8%Deep ValueLowPurchase, NY2026-10-26
FSA Investment Group, LLC
796,647$60.3M19.2%ETFLowPensacola, FL2026-10-07
Mirae Asset Global Investments Co., Ltd.
717,000$54.3M0.1%GrowthLowSeoul, Malaysia2026-11-03
Altiora Financial Group, LLC
635,232$48.1M7.9%ETFLowLebanon, OH2026-11-04
Pathway Financial Advisors LLC
570,107$43.2M4.8%ETFLowSouth Burlington, VT2026-10-07
Anderson Hoagland & Co
495,787$37.5M2.9%ETFLowSt Louis, MO2026-10-23
Fortitude Family Office, LLC
492,079$37.3M6.4%ETFMediumScottsdale, AZ2026-10-14
Cypress Capital, LLC
463,153$35.1M9.3%ETFMediumFranklin, TN2026-10-20
Apella Capital, LLC
460,071$34.8M0.4%ETFVery LowWest Hartford, CT2026-10-08
Truist Financial Corp
458,792$34.7M0.0%CoreLowCharlotte, NC2026-10-30
Garde Capital, Inc.
353,562$26.8M1.5%ETFLowSeattle, WA2026-10-29
Kohmann Bosshard Financial Services, LLC
352,071$26.7M2.2%ETFLowFairlawn, OH2026-11-04
Whitaker-Myers Wealth Managers, Ltd.
322,457$24.4M4.0%ETFMediumMansfield, OH2026-10-09
Absolute Capital Management, LLC
292,500$22.1M5.1%ETFMediumPittsburgh, PA2026-10-16
JIM Saulnier & Associates, LLC
277,113$21.0M8.1%ETFLowFort Collins, CO2026-11-04
EverSource Wealth Advisors, LLC
260,573$19.7M0.6%CoreMediumBirmingham, AL2026-11-04
eCIO, Inc.
245,700$18.6M6.4%ETFMediumMadison, WI2026-11-02
Blume Capital Management, Inc.
242,777$18.4M2.7%CoreMediumBerkeley, CA2026-10-26
Morton Capital Management LLC
236,251$17.9M2.2%ETFVery LowCalabasas, CA2026-10-23
HB Wealth Management, LLC
220,727$16.7M0.1%IndexVery LowAtlanta, GA2026-10-23
Decker Retirement Planning Inc.
210,225$15.9M5.3%Agg GrowthVery HighLevi, UT2026-10-19
JBR Co Financial Management Inc
194,073$14.6M5.6%GrowthLowArdmore, OK2026-10-13
Brookstone Capital Management
179,682$13.6M0.1%ETFMediumWheaton, IL2026-10-22
Clear Creek Financial Management, LLC
173,425$13.1M1.0%ETFMediumSilverdale, WA2026-10-28
Chatham Capital Group, Inc.
168,570$12.8M1.6%CoreLowSavannah, GA2026-10-16
Sage Rhino Capital LLC
165,805$12.6M2.0%ETFLowMenlo Park, CA2026-10-28
Jessup Wealth Management, Inc
158,167$12.0M2.5%GrowthMediumDayton, OH2026-10-20
SJS Investment Consulting Inc.
147,433$11.2M1.1%ETFVery LowSylvania, OH2026-10-26
Rossmore Private Capital
146,320$11.1M0.8%CoreLowGlastonbury, CT2026-10-27
Englebert Financial Advisers, LLC
141,382$10.7M10.6%ETFMediumAllentown, PA2026-10-20
Wealth Enhancement Advisory Services, LLC
138,343$10.5M0.0%CoreLowPlymouth, MN2026-10-13
Lakewood Asset Management LLC
133,241$10.1M5.2%ValueLowNaperville, IL2026-10-26
Summit Global Investments
129,738$9.8K0.0%CoreMediumBountiful, UT2026-10-28
Rose Capital Advisors LLC
128,716$9.7M2.4%ETFN/AMiami Beach, FL2026-11-04
Cambridge Investment Research Advisors, Inc.
124,992$9.5K0.0%ETFLowFairfield, IA2026-11-02
Greenspring Advisors, LLC
115,782$8.8M0.4%ETFVery LowTowson, MD2026-11-05
Stonebridge Financial Group, LLC
108,306$8.2M0.6%ETFMediumWormleysburg, PA2026-10-01
Burton Enright Welch
107,472$8.1M0.9%ETFVery LowWalnut Creek, CA2026-11-04
Willow Creek Wealth Management Inc.
105,214$8.0M0.5%ETFVery LowSebastopol, CA2026-10-26
Creative Planning
101,355$7.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Factor Wealth Management LTD
99,181$7.5M1.1%ETFLowChicago, IL2026-10-08
Peak Financial Advisors LLC
98,877$7.5M3.2%CoreHighDenver, CO2026-10-28
Studio Investment Management LLC
97,939$7.4M1.3%ETFLowChicago, IL2026-10-22
Foundry Financial LLC
97,348$7.4M2.3%ETFMediumPasadena, CA2026-10-16
Robinswood Financial LLC
96,914$7.3M2.3%ETFVery LowKirkland, WA2026-10-20
Alchemi Wealth, LLC
95,700$7.2M3.3%CoreLowEssex, CT2026-11-04
TPG Advisors LLC
89,890$6.8M3.6%ETFVery LowNorthfield, IL2026-10-16
Balentine LLC
89,340$6.8M0.3%ETFLowAtlanta, GA2026-11-03
Manuka Financial, LLC
86,531$6.6M3.3%ETFVery LowRichmond, VA2026-10-16
Cherry Tree Wealth Management, LLC
86,262$6.5M1.2%ETFVery LowMinnetonka, MN2026-10-15
Ledgewood Wealth Advisors, LLC
83,404$6.3M3.5%ETFLowExeter, NH2026-10-09
Arbor Investment Advisors, LLC
80,444$6.1M0.7%ETFVery LowWinston Salem, NC2026-10-26
Unison Advisors LLC
73,700$5.6M0.4%ETFVery LowProvidence, RI2026-10-29
TD Waterhouse Canada Inc.
73,489$5.5M0.0%CoreLowToronto, Australia2026-10-16
Ceera Investments, LLC
71,580$5.4M2.1%CoreMediumBellaire, TX2026-11-02
Apollon Wealth Management, LLC
70,139$5.3M0.1%GrowthLowMount Pleasant, SC2026-10-23
Daymark Wealth Partners, LLC
70,052$5.3M0.1%CoreLowCincinnati, OH2026-11-04
Perigon Wealth Management, LLC
68,672$5.2M0.1%GrowthLowSan Francisco, CA2026-10-22
Journey Advisory Group, LLC
64,984$4.9M0.4%CoreMediumCovington, KY2026-11-04
Quattro Financial Advisors LLC
64,572$4.9M1.0%ETFMediumMontgomery, TX2026-10-15
Capital Investment Services of America, Inc.
64,381$4.9M0.4%GrowthLowMilwaukee, WI2026-11-02
Raab & Moskowitz Asset Management LLC
60,256$4.6M0.9%CoreLowChatham, NJ2026-11-02
Mesirow Financial Investment Management, Inc.
59,579$4.5M0.1%CoreLowChicago, IL2026-11-05
Values First Advisors, Inc.
59,523$4.5M2.1%CoreMediumJohnson City, TN2026-10-23
Sowell Financial Services LLC
58,157$4.4M0.1%CoreLowNorth Little Rock, AR2026-10-23
Scratch Capital LLC
56,773$4.3M2.7%ETFMediumBoise, ID2026-11-02
PFW Advisors LLC
56,350$4.3M1.3%CoreLowAtlanta, GA2026-10-07
Level Wealth Management LLC
54,879$4.2M1.6%ETFVery LowGreensboro, NC2026-10-23
Culbertson A N & Co Inc
54,265$4.1M0.5%CoreVery LowCharlottesville, VA2026-10-21
Pines Wealth Management, LLC
54,138$4.1M1.2%GrowthLowSouthern Pines, NC2026-10-21
Salem Investment Counselors Inc
53,503$4.1M0.1%GrowthVery LowWinston-Salem, NC2026-10-13
Blue Bell Private Wealth Management, LLC
50,574$3.8M0.5%YieldVery LowBlue Bell, PA2026-10-29
CRA Financial Services, LLC
49,690$3.8M0.4%ETFVery LowNorthfield, NJ2026-10-16
Vertrix Wealth Management, LLC
49,529$3.8M1.3%CoreMediumTroy, MI2026-10-13
Maltin Wealth Management, Inc.
47,663$3.6M1.2%ETFMediumRidgewood, NJ2026-10-13
Farther Finance Advisors, LLC
47,143$3.6M0.0%IndexLowSan Francisco, CA2026-10-08
Commonwealth Equity Services, LLC
44,975$3.4M0.0%ETFLowWaltham, MA2026-11-02
Brighton Jones LLC
44,628$3.4M0.1%CoreVery LowSeattle, WA2026-11-03
Wedbush Securities Inc
44,387$3.4K0.0%CoreLowPasadena, CA2026-10-22
Inscription Capital, LLC
43,845$3.3M0.4%GARPMediumHouston, TX2026-11-02
Aurelius Family Office LLC
43,657$3.3M1.3%ETFVery LowBedford, NH2026-10-23
Waterfront Wealth Inc.
41,709$3.5M0.6%ValueLowOverland Park, KS2026-11-03
Seven Bridges Advisors LLC
41,677$3.2M1.4%ETFN/ANew York, NY2026-10-07
Sage Capital Advisors,llc
40,747$3.1M0.6%CoreLowSioux Falls, SD2026-10-13
Cassilly Financial Group LLC
39,988$3.0M2.0%ETFLowSeverna Park, MD2026-10-07
Heck Capital Advisors, LLC
39,700$3.0M0.2%ETFMediumRhinelander, WI2026-10-14
Prentice Wealth Management LLC
39,644$3.0M0.6%ETFLowRochester, NY2026-10-20
SpringVest Wealth Management LLC
39,325$3.0M1.8%ETFLowDallas, TX2026-10-27
Planned Solutions, Inc.
36,447$2.8M0.8%ETFLowFolsom, CA2026-10-19
CWA Asset Management Group, LLC
35,310$2.7M0.1%CoreMediumNaples, FL2026-10-19
Burney Co/
34,000$2.6M0.1%GARPMediumReston, VA2026-10-15
Midwest Trust Co
33,999$2.6M0.0%CoreLowOverland Park, KS2026-10-22
Meredith Wealth Planning
33,398$2.5M0.6%ETFLowMaryville, IL2026-10-14
Quartz Partners, LLC
33,097$2.5M0.8%GARPMediumSaratoga Springs, NY2026-11-03
PFG Advisors
32,803$2.5M0.1%ETFMediumPhoenix, AZ2026-10-16
Arbor Wealth Advisors LLC
32,135$2.4M1.5%ETFVery LowTroy, MI2026-10-09
Obermeyer Wealth Partners
30,684$2.3M0.1%GrowthLowAspen, CO2026-10-21
Kingswood Wealth Advisors, LLC
30,487$2.3M0.1%GrowthLowSan Diego, CA2026-10-23
Able Financial Group, LLC
30,482$2.3M0.4%ETFLowScottsdale, AZ2026-10-14
Sterling Investment Management, LLC
29,840$2.3M1.2%CoreMediumTucson, AZ2026-10-16
Citizens Financial Group Inc
28,082$2.1M0.0%GrowthLowProvidence, RI2026-10-23
NavPoint Financial, Inc.
27,150$2.1M0.7%ETFVery LowPrior Lake, MN2026-10-21
IFP Advisors, Inc
26,881$2.0M0.0%GrowthLowTampa, FL2026-10-16
Triumph Capital Management
25,703$1.9M0.3%ETFMediumDenver, CO2026-10-14
Capstone Wealth Management Group, Inc.
25,322$1.9M1.1%GrowthN/ABend, OR2026-10-19
CoreCap Advisors, LLC
24,291$1.8M0.1%ETFMediumSouthfield, MI2026-10-08
Kestra Advisory Services, LLC
23,485$1.8M0.0%CoreLowAustin, TX2026-11-02
Lunt Capital Management, Inc.
23,179$1.8M0.7%ETFLowHolladay, UT2026-10-30
Farrell Financial LLC
22,886$1.7M0.9%ETFVery LowOrchard Park, NY2026-10-16
Outbound Financial Inc
22,681$1.7M1.1%ETFLowBoulder, CO2026-10-13
Shayne & Jacobs, LLC
22,510$1.7M0.5%ValueVery LowNashville, TN2026-10-21
Successful Portfolios LLC
22,016$1.7M0.8%CoreVery LowClearwater, FL2026-10-09
Thrive Wealth Management, LLC
21,215$1.6M0.2%ETFVery LowAudubon, PA2026-10-13
GEN Financial Management, Inc.
20,850$1.6M0.9%ETFLowPlymouth, MN2026-10-13
Worth Asset Management, LLC
20,844$1.6M0.5%ETFHighDallas, TX2026-10-07
Aviance Capital Partners, LLC
20,395$1.5M0.2%CoreLowNaples, FL2026-10-29
Legacy Advisory Services, LLC
20,221$1.5M1.1%ETFMediumExton, PA2026-10-20
Diversify Wealth Management, LLC
20,010$1.5M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
20,010$1.5M0.0%GrowthLowSandy, UT2026-10-20
Archford Capital Strategies, LLC
18,767$1.4M0.1%GrowthMediumSwansea, IL2026-10-19
Symmetry Partners, LLC
18,496$1.4M0.1%ETFLowGlastonbury, CT2026-10-27
Praetorian Wealth Management, Inc.
18,196$1.4M0.2%ETFVery LowCarmel, CA2026-10-16
Vision Capital Management, Inc.
18,050$1.4M0.2%CoreVery LowPortland, OR2026-10-20
Prospera Capital Management, LLC
17,987$1.4M0.3%ETFVery LowGilbert, AZ2026-10-19
rebel Financial LLC
17,768$1.3M0.5%N/AVery LowGroveport, OH2026-11-04
Asset One Wealth Management LLC
17,760$1.3M0.1%GrowthLowBellevue, WA2026-11-02
Quadcap Wealth Management, LLC
16,856$1.3M0.1%ETFLowFrisco, TX2026-11-02
International Assets Investment Management, LLC
16,133$1.2M0.1%CoreVery HighOrlando, FL2026-11-02
Guardsman Private Capital Management, Inc.
16,075$1.2M0.8%ETFVery LowSarasota, FL2026-10-19
Guardian Wealth Management, Inc.
16,031$1.2M0.6%GARPMediumPeoria, IL2026-10-30
HUB Investment Partners, LLC
15,860$1.2M0.0%GrowthLowAustin, TX2026-11-03
Ballast Financial Advisors LLC
15,240$1.2M1.1%ETFVery LowWest Chester, PA2026-10-26
Keystone Wealth Services, LLC
15,123$1.1M0.2%ETFHighPalm Desert, CA2026-11-03
Luminvest Wealth Management LLC
14,852$1.1M0.3%ETFVery LowScottsdale, AZ2026-10-14
Verus Financial Partners, Inc.
14,317$1.1M0.1%ETFVery LowRichmond, VA2026-10-29
Acumen Wealth Advisors, LLC
14,005$1.1M0.2%GrowthHighChattanooga, TN2026-11-05
Lido Advisors, LLC
13,776$1.0M0.0%GrowthLowLos Angeles, CA2026-11-04
Wheelhouse Advisory Group LLC
13,724$1.0M0.3%ETFVery LowSt. Louis, MO2026-10-20
Graves Light Lenhart Wealth, Inc.
13,374$1.0M0.1%ETFVery LowHarrisonburg, VA2026-10-09
Old National Bancorp
13,249$1.0M0.0%CoreLowEvansville, IN2026-10-20
Ejmk Ventures LLC
13,228$1.0M0.4%GrowthMediumItasca, IL2026-10-21
Evergreen Capital Management LLC
13,227$1.0M0.0%GARPMediumBellevue, WA2026-10-23
Avestar Capital, LLC
13,200$999.5K0.1%GrowthLowNew York, NY2026-10-28
Family CFO Inc
13,162$996.6K0.4%ETFLowLos Altos, CA2026-10-30
M Holdings Securities, Inc.
12,869$9720.0%ETFHighPortland, OR2026-11-03
Greenwood Gearhart LLC
12,559$951.0K0.0%ETFLowFayetteville, AR2026-11-02
Bulwark Capital Corp
12,376$937.1K0.5%ETFMediumFernandina Beach, FL2026-10-13
Landmark Wealth Management, LLC
12,268$928.9K0.2%ETFVery LowMelville, NY2026-11-03
Emerald Advisors, LLC
12,156$920.5K0.1%GrowthVery LowBellevue, WA2026-10-13
Ashton Thomas Private Wealth, LLC
11,832$895.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Revisor Wealth Management LLC
11,643$880.8K0.2%CoreLowAkron, OH2026-10-20
CWC Advisors, Llc.
11,511$871.6K0.4%GARPLowLake Oswego, OR2026-10-15
Parallel Advisors, LLC
11,303$855.9K0.0%IndexLowSan Francisco, CA2026-11-03
Forza Wealth Management, LLC
11,200$848.1K0.2%CoreVery LowSarasota, FL2026-10-20
Sage Mountain Advisors LLC
10,851$821.6K0.0%ETFLowAtlanta, GA2026-11-02
Baskin Financial Services Inc.
10,577$8010.0%CoreVery LowToronto, Australia2026-10-19
Elm3 Financial Group, LLC
10,270$777.7K0.5%GrowthMediumAlpharetta, GA2026-10-07
KOM Wealth Management Group, LLC
10,094$764.3K0.4%ETFLowAppleton, WI2026-10-15
TMB Capital Partners, LLC
9,747$738.0K0.2%MomentumMediumLittle Rock, AR2026-10-20
Compass Wealth Management LLC
9,564$724.2K0.1%GARPLowGuilford, CT2026-10-22
Unique Wealth, LLC
9,445$715.2K0.1%ETFMediumTampa, FL2026-10-16
Wrenne Financial Planning LLC
9,025$683.4K0.2%ETFVery LowLexington, KY2026-10-30
Pecaut & Co.
8,687$657.8K0.2%ETFLowSioux City, IA2026-10-27
Geneva Partners, LLC
8,618$652.6K0.2%MomentumHighLake Geneva, WI2026-10-26
Approach Retirement Advisors, LLC
8,438$639.0K0.5%ETFLowVestavia, AL2026-10-22
Stokes Capital Advisors, LLC
7,779$589.0K0.1%CoreMediumGreenwood, SC2026-10-09
Sensenig Capital Advisors, Inc
7,656$579.7K0.5%ETFLowCollegeville, PA2026-10-23
Pictet North America Advisors SA
7,630$577.7K0.0%GARPMediumGeneva 73, Switzerland2026-10-21
Avalon Capital Management
7,597$575.2K0.1%GrowthMediumMenlo Park, CA2026-11-04
Armstrong Advisory Group, Inc
7,261$549.8K0.0%ETFHighNeedham, MA2026-10-09
Eastern Bank
7,162$542.3K0.0%GrowthMediumBoston, MA2026-10-05
Avidian Wealth Enterprises, LLC
7,152$541.5K0.0%ETFLowHouston, TX2026-10-08
MidAtlantic Capital Management, Inc.
7,081$536.2K0.3%ETFVery LowRichmond, VA2026-11-05
Sunpointe, LLC
6,976$528.2K0.2%GrowthMediumSt. Louis, MO2026-10-22
Core Wealth Partners LLC
6,600$499.8K0.2%GrowthLowSanta Rosa, CA2026-11-02
Arnold Financial Planning LLC
6,376$482.8K0.3%ETFVery LowHiawatha, IA2026-10-20
Marks Wealth, LLC
6,264$474.3K0.1%ETFVery HighEllicott City, MD2026-10-30
LexAurum Advisors, LLC
6,204$469.8K0.1%ETFLowOverland Park, KS2026-10-19
Community Trust & Investment Co
6,054$458.4K0.0%CoreLowLexington, KY2026-10-15
Pacifica Partners Inc.
5,963$450.3K0.1%CoreLowSurrey, South Africa2026-10-09
Essex LLC
5,872$444.6K0.1%ETFLowDeer Park, IL2026-10-14
Western Financial Corp
5,731$434.0K0.1%MomentumHighSan Diego, CA2026-10-14
SAX Wealth Advisors, LLC
5,570$421.8K0.0%ETFVery LowParsippany, NJ2026-10-13
AA Financial Advisors, LLC
5,422$410.6K0.0%ETFMediumColumbus, OH2026-10-19
Secure Asset Management, LLC
5,376$407.1K0.1%GrowthMediumTroy, MI2026-10-19
Carroll Advisory Group, LLC
5,362$406.0K0.1%ETFVery LowTexarkana, TX2026-10-16
Affinity Capital Advisors, LLC
5,216$394.3K0.0%ETFLowBerkeley, CA2026-10-13
Coyle Financial Counsel LLC
5,080$384.7K0.1%ETFVery LowGlenview, IL2026-10-28
Pennsylvania Capital Management Inc
5,008$379.2K0.1%GrowthLowHuntingdon Valley, PA2026-11-05
Mather Group, Llc.
4,736$358.6K0.0%ETFMediumChicago, IL2026-10-14
Perennial Advisors, LLC
4,685$354.7K0.1%CoreLowNew York, NY2026-10-13
Americana Partners, LLC
4,633$350.8K0.0%CoreMediumHouston, TX2026-10-28
Pillar Financial Advisors, LLC
4,510$341.5K0.2%ETFVery LowLouisville, KY2026-10-21
Destiny Wealth Partners, LLC
4,457$336.7K0.0%ETFMediumTavares, FL2026-11-05
Prudent Man Investment Management, Inc.
4,391$332.5K0.1%ETFVery LowLouisville, CO2026-11-03
StoneX Group Inc.
4,254$322.1K0.0%ETFMediumNew York, NY2026-11-03
Eclectic Associates Inc
4,213$319.0K0.0%ETFVery LowFullerton, CA2026-10-09
Johnson & White Wealth Management, LLC
4,056$307.1K0.1%ETFVery LowYork, PA2026-11-03
Downshift Financial, LLC
4,030$305.1K0.1%ETFLowBoulder, CO2026-10-13
American Institute for Advanced Investment Management, LLP
4,020$304.4K0.2%ETFLowScottsdale, AZ2026-11-03
XY Planning Network, Inc.
4,015$304.0K0.0%ETFLowBozeman, MT2026-10-14
Argonautica Private Wealth Management, Inc
3,974$300.9K0.1%GrowthLowWellesley, MA2026-11-02
Independent Financial Group, LLC
3,834$290.3K0.0%GrowthLowSan Diego, CA2026-10-13
CWS Financial Advisors, LLC
3,745$283.6K0.1%ETFVery LowKalamazoo, MI2026-10-16
Wedmont Private Capital
3,678$277.9K0.0%IndexVery LowWest Chester, PA2026-10-09
Oppenheimer & Co Inc
3,544$268.4K0.0%CoreLowNew York, NY2026-10-26
Howard Wealth Management, LLC
3,378$255.8K0.1%ETFVery LowMadison, CT2026-10-28
Courier Capital LLC
3,310$250.6K0.0%ETFLowBuffalo, NY2026-10-19
Wealthcare Advisory Partners LLC
3,301$250.0K0.0%ETFLowWest Chester, PA2026-10-21
Choreo, LLC
3,246$245.8K0.0%IndexLowRockford, IL2026-10-28
Ascent Group, LLC
3,166$239.7K0.0%CoreLowVirginia Beach, VA2026-10-30
Focused Wealth Management, Inc
3,153$238.8K0.0%ETFLowNewburgh, NY2026-10-30
Cardinal Point Capital Management ULC
3,105$235.1K0.0%ValueLowToronto, Australia2026-10-21
RCS Financial Planning, LLC
3,023$228.9K0.1%ETFMediumAnnapolis, MD2026-10-14
Mirador Capital Partners LP
2,910$220.3K0.0%GrowthMediumPleasanton, CA2026-10-09
Mills Wealth Advisors LLC
2,878$217.9K0.1%ETFMediumSouthlake, TX2026-10-22
Financial Architects, LLC
2,775$210.1K0.1%ETFLowWoodstock, GA2026-10-13
Assetmark, Inc
2,771$209.8K0.0%ETFLowConcord, CA2026-10-21
Verum Partners LLC
2,698$204.3K0.0%ETFLowCharlotte, NC2026-10-21
Parkside Financial Bank & Trust
2,684$203.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Silver Grove Financial Group, Inc.
1,587$120.1K0.1%CoreMediumOrchard Park, NY2026-11-05
Cassaday & Co Wealth Management LLC
1,350$102.2K0.0%ETFVery LowMclean, VA2026-10-27
Tsfg, LLC
1,173$890.0%ETFLowLake Forest, IL2026-10-23
Hazlett, Burt & Watson, Inc.
1,159$880.0%CoreVery LowWheeling, WV2026-11-04
Creative Financial Designs Inc
1,104$83.6K0.0%ETFMediumKokomo, IN2026-11-04
Financial Management Professionals, Inc.
1,000$75.7K0.0%ETFMediumAustin, TX2026-10-23
Factorial Partners, LLC
1,000$75.7K100.0%ETFMediumMt. Kisco, NY2026-10-05
Fiduciary Advisors, Inc.
994$75.3K0.1%ETFLowSt. Louis, MO2026-10-16
Evermay Wealth Management LLC
925$70.0K0.0%ETFLowArlington, VA2026-11-05
Concord Wealth Partners
886$67.1K0.0%GrowthLowAbingdon, VA2026-11-02
Provenance Wealth Advisors, LLC
760$57.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Signature Equity Partners, LLC
738$55.9K0.0%GrowthMediumColumbus, OH2026-10-29
Quaker Wealth Management, LLC
300$22.7K0.0%ETFMediumMoorestown, NJ2026-10-22
Redwood Park Advisors LLC
291$22.0K0.0%ETFVery LowRedwood City, CA2026-11-02
Root Financial Partners, LLC
276$20.9K0.0%ETFMediumEncinitas, CA2026-10-21
Citigroup Inc
253$19.2K0.0%CoreMediumNew York, NY2026-11-04
Deane Retirement Strategies, Inc.
203$15.4K0.0%CoreVery HighNew Orleans, LA2026-10-09
Next Level Wealth Planning, LLC
146$11.1K0.0%ETFVery LowMeridian, ID2026-10-29
DecisionPoint Financial, LLC
132$10.0K0.0%ETFVery LowMesa, AZ2026-10-27
Rossby Financial, LCC
125$9.5K0.0%ETFMediumMelbourne, FL2026-11-05
Tradewinds Capital Management, LLC
100$7.6K0.0%ETFVery HighBellingham, WA2026-10-23
Cape Investment Advisory, Inc.
83$6.3K0.0%ETFLowMcdonough, GA2026-10-13
Bare Financial Services, Inc
33$2.5K0.0%ETFVery LowGap, PA2026-11-04