IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Vanguard Glbl Ex-US Real EST (VNQI)

CUSIP: 922042676 | NYSE | 1378 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Assetmark, Inc971,295
0.1% of portfolio›$41.3M
Creative Planning869,004
0.0% of portfolio›$37.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management554,606
0.3% of portfolio›$23.6M
Moller Wealth Partners525,743
4.1% of portfolio›$22.4M
Chilton Capital Management LLC417,535
0.6% of portfolio›$17.8M
Cypress Point Wealth Management, LLC222,198
1.0% of portfolio›$9.4M
Rockwood Wealth Management, LLC206,150
0.5% of portfolio›$8.8M
Country Trust Bank171,292
0.1% of portfolio›$7.3M
Marathon Strategic Advisors, LLC144,428
3.6% of portfolio›$6.1M
Asset Management One Co., Ltd.142,440
0.0% of portfolio›$6.1M
Avior Wealth Management, LLC137,574
0.2% of portfolio›$5.8M
Warren Street Wealth Advisors, LLC126,898
1.1% of portfolio›$5.4M
Marotta Asset Management124,829
0.9% of portfolio›$5.3M
Bank of New York Mellon Corp123,679
0.0% of portfolio›$5.3M
US Bancorp \de\119,246
0.0% of portfolio›$5.1M
Traveka Wealth, LLC117,271
1.5% of portfolio›$5.0M
Factor Wealth Management LTD110,157
0.7% of portfolio›$4.7M
Amicus Financial Advisors, LLC107,534
1.2% of portfolio›$4.6M
Arvest Investments, Inc.106,326
0.5% of portfolio›$4.5M
Gradient Capital Advisors, LLC88,124
0.9% of portfolio›$3.7M
Prairiewood Capital, LLC85,387
0.9% of portfolio›$3.6M
Farther Finance Advisors, LLC84,334
0.0% of portfolio›$3.6M
Lpwm LLC83,644
0.8% of portfolio›$3.6M
BluePrint Investing LLC82,875
2.7% of portfolio›$3.5M
Old Port Advisors76,966
0.7% of portfolio›$3.3M
Aletheian Wealth Advisors LLC74,568
1.3% of portfolio›$3.2M
Mission Wealth Management, LP72,439
0.0% of portfolio›$3.1M
Maryland Capital Advisors Inc.70,714
0.9% of portfolio›$3.0M
Cambiar Investors LLC70,391
0.1% of portfolio›$3.0M
AWM Capital, LLC61,129
0.2% of portfolio›$2.6M
Walkner Condon Financial Advisors LLC60,458
0.3% of portfolio›$2.6M
Lynx Investment Advisory57,478
0.8% of portfolio›$2.4M
Bear Mountain Capital, Inc.55,751
0.7% of portfolio›$2.4M
Prosperity Planning, Inc.50,935
0.5% of portfolio›$2.2M
Greenspring Advisors, LLC49,009
0.1% of portfolio›$2.1M
Atria Investments, Inc44,806
0.0% of portfolio›$1.9M
Decker Retirement Planning Inc.43,635
0.6% of portfolio›$1.9M
Eagle Bay Advisors LLC42,889
1.3% of portfolio›$1.8M
SeedSafe Financial LLC41,134
1.3% of portfolio›$1.7M
Cordoba Advisory Partners LLC40,913
0.2% of portfolio›$1.7M
Aspiriant, LLC40,517
0.0% of portfolio›$1.7M
Pictet North America Advisors SA40,022
0.1% of portfolio›$1.7M
First Citizens Bank & Trust Co39,963
0.0% of portfolio›$1.7M
Websterrogers Financial Advisors, LLC37,707
0.4% of portfolio›$1.6M
Cambridge Advisors Inc.36,435
0.3% of portfolio›$1.5M
Verde Capital Management35,696
0.3% of portfolio›$1.5M
TD Private Client Wealth LLC35,071
0.0% of portfolio›$1.5M
Kestra Advisory Services, LLC33,321
0.0% of portfolio›$1.4M
Endowment Wealth Management, Inc.32,187
0.5% of portfolio›$1.4M
Citizens Financial Group Inc26,074
0.0% of portfolio›$1.1M
Sincerus Advisory, LLC25,264
0.7% of portfolio›$1.1M
Aire Advisors, LLC24,801
0.2% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.24,674
0.0% of portfolio›$1.0K
LAM Group, Inc.24,640
0.5% of portfolio›$1.0M
Unison Advisors LLC22,624
0.1% of portfolio›$962.0K
William Howard & Co Financial Advisors Inc22,559
0.8% of portfolio›$959.2K
Integrated Advisors Network LLC22,167
0.0% of portfolio›$942.5K
RFG Advisory, LLC20,619
0.0% of portfolio›$876.7K
Climber Capital SA19,300
0.5% of portfolio›$778.1K
Slow Capital, Inc.18,250
0.1% of portfolio›$776.0K
Horizons Wealth Management18,189
0.5% of portfolio›$773.4K
HB Wealth Management, LLC18,178
0.0% of portfolio›$772.9K
Prime Capital Investment Advisors, LLC18,097
0.0% of portfolio›$769.5K
Breakwater Investment Management16,871
0.2% of portfolio›$717.4K
Upper Left Wealth Management, LLC16,542
0.4% of portfolio›$703.4K
Wealth Enhancement Advisory Services, LLC16,290
0.0% of portfolio›$681.3K
CoreCap Advisors, LLC16,089
0.0% of portfolio›$684.1K
Phillips Financial Management, LLC14,682
0.0% of portfolio›$624.3K
Family CFO Inc14,389
0.2% of portfolio›$611.8K
Summit Global Investments13,964
0.0% of portfolio›$594
Greenwood Capital Associates LLC13,640
0.1% of portfolio›$580.0K
Montecito Bank & Trust13,615
0.1% of portfolio›$578.9K
Yoffe Investment Management, LLC13,372
0.7% of portfolio›$568.6K
Powerhouse Assets LLC12,911
0.4% of portfolio›$549.0K
ARK & TLK Investments, LLC11,455
0.1% of portfolio›$487.1K
First National Bank of Mount Dora, Trust Investment Services11,400
0.1% of portfolio›$484.7K
Generali Asset Management SPA SGR11,374
0.0% of portfolio›$483.6K
Evanson Financial, LLC11,257
0.0% of portfolio›$478.7K
Sound Financial Strategies Group, LLC11,089
0.3% of portfolio›$471.5K
FC Advisory LLC11,008
0.1% of portfolio›$468.1K
Bailard, Inc.10,549
0.0% of portfolio›$448.6K
Richardson Financial Services Inc.10,546
0.3% of portfolio›$448.4K
Brighton Jones LLC10,352
0.0% of portfolio›$440.2K
SJS Investment Consulting Inc.10,135
0.0% of portfolio›$430.9K
Avidian Wealth Enterprises, LLC9,723
0.0% of portfolio›$413.4K
Mather Group, Llc.9,662
0.0% of portfolio›$410.8K
Life Planning Partners, Inc9,548
0.3% of portfolio›$406.0K
Integris Wealth Management, LLC8,935
0.1% of portfolio›$379.9K
American Financial & TAX Strategies Inc8,856
0.2% of portfolio›$376.6K
Antonelli Financial Advisors, LLC8,644
0.3% of portfolio›$368.0K
Sentinel Pension Advisors, LLC8,521
0.0% of portfolio›$362.3K
Elevation Wealth Partners, LLC8,232
0.1% of portfolio›$350.0K
Argonautica Private Wealth Management, Inc8,204
0.1% of portfolio›$348.8K
Parallel Advisors, LLC8,027
0.0% of portfolio›$341.3K
Foster Group, Inc.7,944
0.0% of portfolio›$337.8K
Waldron Private Wealth LLC7,919
0.0% of portfolio›$336.7K
Apollon Wealth Management, LLC7,550
0.0% of portfolio›$321.0K
Johnson Financial Group, LLC7,295
0.0% of portfolio›$310.2K
Uptown Financial Advisors LLC7,287
0.2% of portfolio›$309.9K
Invested Advisors6,874
0.2% of portfolio›$292.3K
Compound Planning, Inc.6,798
0.0% of portfolio›$289.1K
Perigon Wealth Management, LLC6,580
0.0% of portfolio›$279.8K
J.W. Cole Advisors, Inc.6,433
0.0% of portfolio›$273.6K
Murphy & Mullick Capital Management Corp6,410
0.2% of portfolio›$272.6K
Global Trust Wealth Management LLC6,268
0.2% of portfolio›$266.5K
Harpswell Capital Advisors, LLC6,210
0.2% of portfolio›$264.0K
TD Waterhouse Canada Inc.6,100
0.0% of portfolio›$256.6K
Commonwealth Equity Services, LLC6,040
0.0% of portfolio›$256.8K
Jordan Park Trust Co LLC5,963
0.2% of portfolio›$253.5K
Baker Tilly Wealth Management, LLC5,741
0.0% of portfolio›$244.1K
Sumitomo Mitsui DS Asset Management Company, Ltd5,739
0.0% of portfolio›$244.0K
Apeiron RIA LLC5,390
0.1% of portfolio›$226.7K
Apella Capital, LLC5,376
0.0% of portfolio›$224.8K
Wedmont Private Capital5,184
0.0% of portfolio›$216.8K
Lifetime Wealth Management P.C.5,140
0.1% of portfolio›$218.6K
Ridgewood Investments LLC5,100
0.1% of portfolio›$216.8K
Integrity Alliance, Llc.4,872
0.0% of portfolio›$207.2K
Balefire, LLC4,854
0.0% of portfolio›$206.4K
Concurrent Investment Advisors, LLC4,820
0.0% of portfolio›$204.9K
Compass Ion Advisors, LLC4,795
0.0% of portfolio›$203.9K
Cutler Investment Counsel LLC4,718
0.0% of portfolio›$200.6K
Cherry Tree Wealth Management, LLC4,458
0.0% of portfolio›$189.6K
Parkside Financial Bank & Trust3,880
0.0% of portfolio›$165.0K
Maseco LLP3,432
0.0% of portfolio›$146.0K
Larson Financial Group LLC3,167
0.0% of portfolio›$134.6K
Ascentis Wealth Management, LLC3,157
0.0% of portfolio›$134.2K
IFP Advisors, Inc2,664
0.0% of portfolio›$113.3K
Pinnacle Bancorp, Inc.2,046
0.0% of portfolio›$87.0K
Fifth Third Bancorp1,872
0.0% of portfolio›$79.6K
AlphaCore Capital LLC1,584
0.0% of portfolio›$67.4K
Montag A & Associates Inc1,200
0.0% of portfolio›$51.0K
Allspring Global Investments Holdings, LLC1,142
0.0% of portfolio›$47.8K
Fairman Group, LLC1,089
0.0% of portfolio›$46.3K
Physician Wealth Advisors, Inc.1,030
0.0% of portfolio›$43.8K
United Financial Planning Group LLC1,000
0.0% of portfolio›$42.5K
Beacon Investment Advisory Services, Inc.981
0.0% of portfolio›$41.7K
EverSource Wealth Advisors, LLC965
0.0% of portfolio›$41.0K
North Star Investment Management Corp.829
0.0% of portfolio›$35.2K
Blue Trust, Inc.812
0.0% of portfolio›$34.5K
Abound Wealth Management763
0.0% of portfolio›$32.4K
Gold Investment Management Ltd.754
0.0% of portfolio›$32.1K
Albion Financial Group598
0.0% of portfolio›$25.4K
Pacifica Partners Inc.505
0.0% of portfolio›$21.2K
Rossby Financial, LCC502
0.0% of portfolio›$21.3K
Elevated Capital Advisors, LLC446
0.0% of portfolio›$19.0K
TFC Financial Management, Inc.331
0.0% of portfolio›$14.1K
Golden State Wealth Management, LLC328
0.0% of portfolio›$14.0K
Rachor Investment Advisory Services, LLC327
0.0% of portfolio›$13.9K
Richardson Capital Management LLC286
0.0% of portfolio›$12.2K
Pflug Koory, LLC283
0.0% of portfolio›$12.0K
Ashton Thomas Private Wealth, LLC255
0.0% of portfolio›$10.8K
Capital Investment Advisory Services, LLC234
0.0% of portfolio›$10.0K
CGC Financial Services, LLC190
0.0% of portfolio›$8.1K
Root Financial Partners, LLC181
0.0% of portfolio›$7.7K
Signature Resources Capital Management, LLC165
0.0% of portfolio›$7.0K
Wilmington Savings Fund Society, FSB150
0.0% of portfolio›$6.4K
PFS Partners, LLC142
0.0% of portfolio›$6.0K
Kingdom Financial Group Llc.135
0.0% of portfolio›$5.7K
Cape Investment Advisory, Inc.126
0.0% of portfolio›$5.4K
Salomon & Ludwin, LLC115
0.0% of portfolio›$4.9K
Asset Dedication, LLC109
0.0% of portfolio›$4.6K
Spire Wealth Management96
0.0% of portfolio›$4.1K
First Bancorp, Inc88
0.0% of portfolio›$3.7K
Private Trust Co NA86
0.0% of portfolio›$3.7K
Pillar Financial Advisors, LLC73
0.0% of portfolio›$3.1K
Prudent Man Investment Management, Inc.63
0.0% of portfolio›$2.7K
Versant Capital Management, Inc61
0.0% of portfolio›$2.6K
Burk Holdings LLC54
0.0% of portfolio›$2.3K
Glass Jacobson Investment Advisors llc54
0.0% of portfolio›$2.3K
Creative Financial Designs Inc50
0.0% of portfolio›$2.1K
Tsfg, LLC46
0.0% of portfolio›$2
DiNuzzo Private Wealth, Inc.43
0.0% of portfolio›$1.8K
Buck Wealth Strategies, LLC40
0.0% of portfolio›$1.7K
SYM Financial Corp35
0.0% of portfolio›$1.5K
Investors Research Corp30
0.0% of portfolio›$1.3K
Archer Investment Corp26
0.0% of portfolio›$1.1K
Citigroup Inc25
0.0% of portfolio›$1.1K
Triumph Capital Management24
0.0% of portfolio›$1.0K
Harbor Investment Advisory, LLC21
0.0% of portfolio›$893
Evolution Wealth Management Inc.21
0.0% of portfolio›$893
Silver Grove Financial Group, Inc.18
0.0% of portfolio›$765
Signaturefd, LLC10
0.0% of portfolio›$417
Highline Wealth Partners LLC10
0.0% of portfolio›$425
GHP Investment Advisors, Inc.9
0.0% of portfolio›$383
High Note Wealth, LLC9
0.0% of portfolio›$383
Financial Management Professionals, Inc.7
0.0% of portfolio›$298
Mosley Wealth Management4
0.0% of portfolio›$170
Realta Investment Advisors2
0.0% of portfolio›$85
Pinnacle Wealth Planning Services, Inc.2
0.0% of portfolio›$85
Concord Wealth Partners2
0.0% of portfolio›$94
Owl Creek Wealth Partners LLC2
0.0% of portfolio›$86
Gables Capital Management Inc.1
0.0% of portfolio›$43
StyleTurnoverLocationFiled
Assetmark, Inc
971,295$41.3M0.1%ETFLowConcord, CA2026-10-21
Creative Planning
869,004$37.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
554,606$23.6M0.3%GrowthVery LowSeattle, WA2026-10-27
Moller Wealth Partners
525,743$22.4M4.1%ETFVery LowNorthfield, IL2026-10-15
Chilton Capital Management LLC
417,535$17.8M0.6%GrowthMediumHouston, TX2026-10-28
Cypress Point Wealth Management, LLC
222,198$9.4M1.0%ETFLowDallas, TX2026-11-03
Rockwood Wealth Management, LLC
206,150$8.8M0.5%ETFVery LowNew Hope, PA2026-10-27
Country Trust Bank
171,292$7.3M0.1%GrowthLowBloomington, IL2026-10-30
Marathon Strategic Advisors, LLC
144,428$6.1M3.6%ETFVery LowPittsburgh, PA2026-10-20
Asset Management One Co., Ltd.
142,440$6.1M0.0%IndexVery LowTokyo, Mexico2026-10-27
Avior Wealth Management, LLC
137,574$5.8M0.2%ETFMediumOmaha, NE2026-10-13
Warren Street Wealth Advisors, LLC
126,898$5.4M1.1%ETFMediumIrvine, CA2026-11-04
Marotta Asset Management
124,829$5.3M0.9%ETFLowCharlottesville, VA2026-10-02
Bank of New York Mellon Corp
123,679$5.3M0.0%CoreLowNew York, NY2026-11-05
US Bancorp \de\
119,246$5.1M0.0%IndexLowMinneapolis, MN2026-11-05
Traveka Wealth, LLC
117,271$5.0M1.5%ETFLowLos Altos, CA2026-10-19
Factor Wealth Management LTD
110,157$4.7M0.7%ETFLowChicago, IL2026-10-08
Amicus Financial Advisors, LLC
107,534$4.6M1.2%ETFLowLubbock, TX2026-11-03
Arvest Investments, Inc.
106,326$4.5M0.5%ETFLowLowell, AR2026-10-21
Gradient Capital Advisors, LLC
88,124$3.7M0.9%ETFLowSan Diego, CA2026-10-21
Prairiewood Capital, LLC
85,387$3.6M0.9%ETFVery LowFargo, ND2026-10-16
Farther Finance Advisors, LLC
84,334$3.6M0.0%IndexLowSan Francisco, CA2026-10-08
Lpwm LLC
83,644$3.6M0.8%ETFMediumMinneapolis, MN2026-10-20
BluePrint Investing LLC
82,875$3.5M2.7%ETFLowSan Francisco, CA2026-10-14
Old Port Advisors
76,966$3.3M0.7%GARPLowPortland, ME2026-10-23
Aletheian Wealth Advisors LLC
74,568$3.2M1.3%ETFVery LowBellevue, WA2026-10-08
Mission Wealth Management, LP
72,439$3.1M0.0%ETFLowSanta Barbara, CA2026-10-15
Maryland Capital Advisors Inc.
70,714$3.0M0.9%ETFVery LowChester, MD2026-10-15
Cambiar Investors LLC
70,391$3.0M0.1%ValueMediumDenver, CO2026-11-04
AWM Capital, LLC
61,129$2.6M0.2%ETFLowPhoenix, AZ2026-10-16
Walkner Condon Financial Advisors LLC
60,458$2.6M0.3%ETFLowVerona, WI2026-11-02
Lynx Investment Advisory
57,478$2.4M0.8%ETFLowWashington, Dc, DC2026-10-27
Bear Mountain Capital, Inc.
55,751$2.4M0.7%ETFLowSeattle, WA2026-11-04
Prosperity Planning, Inc.
50,935$2.2M0.5%ETFVery LowNorth Kansas City, MO2026-10-09
Greenspring Advisors, LLC
49,009$2.1M0.1%ETFVery LowTowson, MD2026-11-05
Atria Investments, Inc
44,806$1.9M0.0%CoreMediumCharlotte, NC2026-10-15
Decker Retirement Planning Inc.
43,635$1.9M0.6%Agg GrowthVery HighLevi, UT2026-10-19
Eagle Bay Advisors LLC
42,889$1.8M1.3%GrowthMediumNew York, NY2026-10-16
SeedSafe Financial LLC
41,134$1.7M1.3%ETFVery LowAustin, TX2026-11-02
Cordoba Advisory Partners LLC
40,913$1.7M0.2%ETFMediumNew York, NY2026-10-19
Aspiriant, LLC
40,517$1.7M0.0%ETFVery LowLos Angeles, CA2026-10-16
Pictet North America Advisors SA
40,022$1.7M0.1%GARPMediumGeneva 73, Switzerland2026-10-21
First Citizens Bank & Trust Co
39,963$1.7M0.0%CoreMediumRaleigh, NC2026-10-14
Websterrogers Financial Advisors, LLC
37,707$1.6M0.4%ETFVery LowFlorence, SC2026-11-02
Cambridge Advisors Inc.
36,435$1.5M0.3%ETFVery LowOmaha, NE2026-10-19
Verde Capital Management
35,696$1.5M0.3%ETFLowClarkston, MI2026-10-28
TD Private Client Wealth LLC
35,071$1.5M0.0%ETFLowNew York, NY2026-10-28
Kestra Advisory Services, LLC
33,321$1.4M0.0%CoreLowAustin, TX2026-11-02
Endowment Wealth Management, Inc.
32,187$1.4M0.5%ETFMediumAppleton, WI2026-11-03
Citizens Financial Group Inc
26,074$1.1M0.0%GrowthLowProvidence, RI2026-10-23
Sincerus Advisory, LLC
25,264$1.1M0.7%ETFVery LowNew York, NY2026-10-09
Aire Advisors, LLC
24,801$1.1M0.2%ETFVery LowBeverly Hills, CA2026-10-22
Cambridge Investment Research Advisors, Inc.
24,674$1.0K0.0%ETFLowFairfield, IA2026-11-02
LAM Group, Inc.
24,640$1.0M0.5%ETFVery LowLake Oswego, OR2026-10-26
Unison Advisors LLC
22,624$962.0K0.1%ETFVery LowProvidence, RI2026-10-29
William Howard & Co Financial Advisors Inc
22,559$959.2K0.8%ETFVery LowMemphis, TN2026-11-04
Integrated Advisors Network LLC
22,167$942.5K0.0%GrowthMediumDallas, TX2026-10-20
RFG Advisory, LLC
20,619$876.7K0.0%ETFMediumBirmingham, AL2026-11-03
Climber Capital SA
19,300$778.1K0.5%ETFLowNyon, Switzerland2026-10-20
Slow Capital, Inc.
18,250$776.0K0.1%Agg GrowthLowGreenbrae, CA2026-10-23
Horizons Wealth Management
18,189$773.4K0.5%ETFLowAsheville, NC2026-10-05
HB Wealth Management, LLC
18,178$772.9K0.0%IndexVery LowAtlanta, GA2026-10-23
Prime Capital Investment Advisors, LLC
18,097$769.5K0.0%ETFLowOverland Park, KS2026-10-20
Breakwater Investment Management
16,871$717.4K0.2%ETFLowSeattle, WA2026-10-20
Upper Left Wealth Management, LLC
16,542$703.4K0.4%ETFMediumTampa, FL2026-10-14
Wealth Enhancement Advisory Services, LLC
16,290$681.3K0.0%CoreLowPlymouth, MN2026-10-13
CoreCap Advisors, LLC
16,089$684.1K0.0%ETFMediumSouthfield, MI2026-10-08
Phillips Financial Management, LLC
14,682$624.3K0.0%ETFVery LowFort Wayne, IN2026-10-19
Family CFO Inc
14,389$611.8K0.2%ETFLowLos Altos, CA2026-10-30
Summit Global Investments
13,964$5940.0%CoreMediumBountiful, UT2026-10-28
Greenwood Capital Associates LLC
13,640$580.0K0.1%CoreMediumGreenwood, SC2026-10-27
Montecito Bank & Trust
13,615$578.9K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Yoffe Investment Management, LLC
13,372$568.6K0.7%CoreVery LowLemoyne, PA2026-11-02
Powerhouse Assets LLC
12,911$549.0K0.4%ETFVery LowLincoln, MA2026-10-19
ARK & TLK Investments, LLC
11,455$487.1K0.1%ETFLowOklahoma City, OK2026-10-20
First National Bank of Mount Dora, Trust Investment Services
11,400$484.7K0.1%CoreMediumMount Dora, FL2026-10-21
Generali Asset Management SPA SGR
11,374$483.6K0.0%CoreLowTrieste, Latvia2026-10-26
Evanson Financial, LLC
11,257$478.7K0.0%ETFN/AMclean, VA2026-10-23
Sound Financial Strategies Group, LLC
11,089$471.5K0.3%ETFMediumMadison, MS2026-10-30
FC Advisory LLC
11,008$468.1K0.1%ETFVery LowWest Chester, PA2026-10-05
Bailard, Inc.
10,549$448.6K0.0%GrowthMediumFoster City, CA2026-10-13
Richardson Financial Services Inc.
10,546$448.4K0.3%GrowthMediumMedway, MA2026-10-30
Brighton Jones LLC
10,352$440.2K0.0%CoreVery LowSeattle, WA2026-11-03
SJS Investment Consulting Inc.
10,135$430.9K0.0%ETFVery LowSylvania, OH2026-10-26
Avidian Wealth Enterprises, LLC
9,723$413.4K0.0%ETFLowHouston, TX2026-10-08
Mather Group, Llc.
9,662$410.8K0.0%ETFMediumChicago, IL2026-10-14
Life Planning Partners, Inc
9,548$406.0K0.3%ETFVery LowJacksonville, FL2026-10-28
Integris Wealth Management, LLC
8,935$379.9K0.1%ETFVery LowMonterey, CA2026-10-14
American Financial & TAX Strategies Inc
8,856$376.6K0.2%ETFVery LowNew York, NY2026-10-16
Antonelli Financial Advisors, LLC
8,644$368.0K0.3%ETFLowGrosse Pointe, MI2026-10-13
Sentinel Pension Advisors, LLC
8,521$362.3K0.0%ETFLowWakefield, MA2026-11-02
Elevation Wealth Partners, LLC
8,232$350.0K0.1%ETFLowWalnut Creek, CA2026-10-07
Argonautica Private Wealth Management, Inc
8,204$348.8K0.1%GrowthLowWellesley, MA2026-11-02
Parallel Advisors, LLC
8,027$341.3K0.0%IndexLowSan Francisco, CA2026-11-03
Foster Group, Inc.
7,944$337.8K0.0%ETFVery LowUrbandale, IA2026-10-13
Waldron Private Wealth LLC
7,919$336.7K0.0%ETFVery LowBridgeville, PA2026-11-02
Apollon Wealth Management, LLC
7,550$321.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
Johnson Financial Group, LLC
7,295$310.2K0.0%ETFLowDenver, CO2026-11-03
Uptown Financial Advisors LLC
7,287$309.9K0.2%ETFVery LowDallas, TX2026-10-15
Invested Advisors
6,874$292.3K0.2%CoreMediumState College, PA2026-10-23
Compound Planning, Inc.
6,798$289.1K0.0%CoreLowNew York, NY2026-11-05
Perigon Wealth Management, LLC
6,580$279.8K0.0%GrowthLowSan Francisco, CA2026-10-22
J.W. Cole Advisors, Inc.
6,433$273.6K0.0%IndexLowTampa, FL2026-11-05
Murphy & Mullick Capital Management Corp
6,410$272.6K0.2%GrowthLowSmithtown, NY2026-11-02
Global Trust Wealth Management LLC
6,268$266.5K0.2%ETFMediumWest Palm Beach, FL2026-10-14
Harpswell Capital Advisors, LLC
6,210$264.0K0.2%ETFMediumYarmouth, ME2026-10-09
TD Waterhouse Canada Inc.
6,100$256.6K0.0%CoreLowToronto, Australia2026-10-16
Commonwealth Equity Services, LLC
6,040$256.8K0.0%ETFLowWaltham, MA2026-11-02
Jordan Park Trust Co LLC
5,963$253.5K0.2%Agg GrowthVery LowPortsmouth, NH2026-10-19
Baker Tilly Wealth Management, LLC
5,741$244.1K0.0%GrowthLowMadison, WI2026-10-05
Sumitomo Mitsui DS Asset Management Company, Ltd
5,739$244.0K0.0%IndexVery LowTokyo, Mexico2026-10-20
Apeiron RIA LLC
5,390$226.7K0.1%ETFMediumDallas, TX2026-10-08
Apella Capital, LLC
5,376$224.8K0.0%ETFVery LowWest Hartford, CT2026-10-08
Wedmont Private Capital
5,184$216.8K0.0%IndexVery LowWest Chester, PA2026-10-09
Lifetime Wealth Management P.C.
5,140$218.6K0.1%YieldLowRockwall, TX2026-10-29
Ridgewood Investments LLC
5,100$216.8K0.1%ValueMediumSpringfield, NJ2026-10-05
Integrity Alliance, Llc.
4,872$207.2K0.0%ETFMediumUrbandale, IA2026-10-29
Balefire, LLC
4,854$206.4K0.0%ETFMediumDallas, TX2026-10-09
Concurrent Investment Advisors, LLC
4,820$204.9K0.0%GrowthMediumTampa, FL2026-10-16
Compass Ion Advisors, LLC
4,795$203.9K0.0%ETFVery LowConshohocken, PA2026-10-23
Cutler Investment Counsel LLC
4,718$200.6K0.0%CoreLowJacksonville, OR2026-10-28
Cherry Tree Wealth Management, LLC
4,458$189.6K0.0%ETFVery LowMinnetonka, MN2026-10-15
Parkside Financial Bank & Trust
3,880$165.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Maseco LLP
3,432$146.0K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Larson Financial Group LLC
3,167$134.6K0.0%GrowthLowSt Louis, MO2026-11-05
Ascentis Wealth Management, LLC
3,157$134.2K0.0%Agg GrowthLowDallas, TX2026-11-03
IFP Advisors, Inc
2,664$113.3K0.0%GrowthLowTampa, FL2026-10-16
Pinnacle Bancorp, Inc.
2,046$87.0K0.0%CoreVery LowBeatrice, NE2026-10-21
Fifth Third Bancorp
1,872$79.6K0.0%IndexVery LowCincinnati, OH2026-11-05
AlphaCore Capital LLC
1,584$67.4K0.0%ETFLowLa Jolla, CA2026-11-04
Montag A & Associates Inc
1,200$51.0K0.0%CoreLowAtlanta, GA2026-10-29
Allspring Global Investments Holdings, LLC
1,142$47.8K0.0%CoreMediumCharlotte, NC2026-11-04
Fairman Group, LLC
1,089$46.3K0.0%ETFLowChesterbrook, PA2026-10-26
Physician Wealth Advisors, Inc.
1,030$43.8K0.0%ETFMediumMidvale, UT2026-10-20
United Financial Planning Group LLC
1,000$42.5K0.0%ETFHighHauppauge, NY2026-11-04
Beacon Investment Advisory Services, Inc.
981$41.7K0.0%GrowthLowMorristown, NJ2026-10-13
EverSource Wealth Advisors, LLC
965$41.0K0.0%CoreMediumBirmingham, AL2026-11-04
North Star Investment Management Corp.
829$35.2K0.0%CoreLowChicago, IL2026-10-27
Blue Trust, Inc.
812$34.5K0.0%ETFLowBrentwood, TN2026-10-15
Abound Wealth Management
763$32.4K0.0%ETFVery LowFranklin, TN2026-10-26
Gold Investment Management Ltd.
754$32.1K0.0%GARPVery LowEdmonton, Abu Dhabi2026-10-19
Albion Financial Group
598$25.4K0.0%GrowthLowSalt Lake City, UT2026-10-21
Pacifica Partners Inc.
505$21.2K0.0%CoreLowSurrey, South Africa2026-10-09
Rossby Financial, LCC
502$21.3K0.0%ETFMediumMelbourne, FL2026-11-05
Elevated Capital Advisors, LLC
446$19.0K0.0%ETFMediumSandy, UT2026-11-04
TFC Financial Management, Inc.
331$14.1K0.0%ETFVery LowBoston, MA2026-10-26
Golden State Wealth Management, LLC
328$14.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Rachor Investment Advisory Services, LLC
327$13.9K0.0%ETFVery LowLinden, MI2026-10-29
Richardson Capital Management LLC
286$12.2K0.0%ETFLowMenomonee Falls, WI2026-10-23
Pflug Koory, LLC
283$12.0K0.0%CoreVery LowOmaha, NE2026-10-26
Ashton Thomas Private Wealth, LLC
255$10.8K0.0%CoreMediumScottsdale, AZ2026-11-03
Capital Investment Advisory Services, LLC
234$10.0K0.0%CoreMediumRaleigh, NC2026-10-30
CGC Financial Services, LLC
190$8.1K0.0%ETFLowLake Oswego, OR2026-10-13
Root Financial Partners, LLC
181$7.7K0.0%ETFMediumEncinitas, CA2026-10-21
Signature Resources Capital Management, LLC
165$7.0K0.0%ETFLowNewport Beach, CA2026-10-16
Wilmington Savings Fund Society, FSB
150$6.4K0.0%CoreLowWilmington, DE2026-10-23
PFS Partners, LLC
142$6.0K0.0%ETFVery LowMine Hill, NJ2026-10-21
Kingdom Financial Group Llc.
135$5.7K0.0%ETFMediumPeoria, AZ2026-11-04
Cape Investment Advisory, Inc.
126$5.4K0.0%ETFLowMcdonough, GA2026-10-13
Salomon & Ludwin, LLC
115$4.9K0.0%ETFVery LowRichmond, VA2026-10-29
Asset Dedication, LLC
109$4.6K0.0%ETFLowSan Francisco, CA2026-11-03
Spire Wealth Management
96$4.1K0.0%GrowthMediumMclean, VA2026-10-30
First Bancorp, Inc
88$3.7K0.0%ValueVery LowDamariscotta, ME2026-10-26
Private Trust Co NA
86$3.7K0.0%CoreLowCleveland, OH2026-10-20
Pillar Financial Advisors, LLC
73$3.1K0.0%ETFVery LowLouisville, KY2026-10-21
Prudent Man Investment Management, Inc.
63$2.7K0.0%ETFVery LowLouisville, CO2026-11-03
Versant Capital Management, Inc
61$2.6K0.0%GARPLowPhoenix, AZ2026-10-02
Burk Holdings LLC
54$2.3K0.0%ETFVery LowTulsa, OK2026-11-05
Glass Jacobson Investment Advisors llc
54$2.3K0.0%ETFLowOwings Mills, MD2026-10-26
Creative Financial Designs Inc
50$2.1K0.0%ETFMediumKokomo, IN2026-11-04
Tsfg, LLC
46$20.0%ETFLowLake Forest, IL2026-10-23
DiNuzzo Private Wealth, Inc.
43$1.8K0.0%ETFLowBeaver, PA2026-10-16
Buck Wealth Strategies, LLC
40$1.7K0.0%ValueMediumDenver, CO2026-10-28
SYM Financial Corp
35$1.5K0.0%ETFVery LowWinona Lake, IN2026-10-26
Investors Research Corp
30$1.3K0.0%ETFLowAtlanta, GA2026-10-07
Archer Investment Corp
26$1.1K0.0%CoreMediumCarmel, IN2026-11-05
Citigroup Inc
25$1.1K0.0%CoreMediumNew York, NY2026-11-04
Triumph Capital Management
24$1.0K0.0%ETFMediumDenver, CO2026-10-14
Harbor Investment Advisory, LLC
21$8930.0%GrowthLowLutherville, MD2026-10-13
Evolution Wealth Management Inc.
21$8930.0%ETFMediumFort Myers, FL2026-10-28
Silver Grove Financial Group, Inc.
18$7650.0%CoreMediumOrchard Park, NY2026-11-05
Signaturefd, LLC
10$4170.0%IndexLowAtlanta, GA2026-10-23
Highline Wealth Partners LLC
10$4250.0%ETFMediumSherman Oaks, CA2026-10-19
GHP Investment Advisors, Inc.
9$3830.0%CoreVery LowDenver, CO2026-10-15
High Note Wealth, LLC
9$3830.0%ETFVery LowDeephaven, MN2026-10-27
Financial Management Professionals, Inc.
7$2980.0%ETFMediumAustin, TX2026-10-23
Mosley Wealth Management
4$1700.0%ETFHighAnaheim, CA2026-10-16
Realta Investment Advisors
2$850.0%GrowthMediumWilmington, DE2026-10-14
Pinnacle Wealth Planning Services, Inc.
2$850.0%GARPLowMansfield, OH2026-10-27
Concord Wealth Partners
2$940.0%GrowthLowAbingdon, VA2026-11-02
Owl Creek Wealth Partners LLC
2$860.0%IndexLowGreenwood Village, CO2026-10-20
Gables Capital Management Inc.
1$430.0%GrowthVery LowMiami, FL2026-11-04