IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Vanguard Russell 1000 Value (VONV)

CUSIP: 92206C714 | NYSE | 1114 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Creative Planning2,463,448
0.1% of portfolio›$267.8M
OpenArc Corporate Advisory, LLC2,360,639
2.9% of portfolio›$256.6M
Truist Financial Corp1,610,797
0.2% of portfolio›$175.1M
Commonwealth Equity Services, LLC1,581,283
0.2% of portfolio›$171.9M
Citigroup Inc1,153,327
0.0% of portfolio›$125.4M
Aaron Wealth Advisors LLC927,117
4.9% of portfolio›$100.8M
Global Strategic Investment Solutions, LLC854,396
8.2% of portfolio›$92.9M
WestHill Financial Advisors, Inc.719,036
13.1% of portfolio›$78.2M
Bernardo Wealth Planning LLC643,322
5.9% of portfolio›$69.9M
Hapanowicz & Associates Financial Services, Inc614,958
20.6% of portfolio›$66.8M
Exchange Traded Concepts, LLC562,192
0.2% of portfolio›$61.1M
Parkside Financial Bank & Trust416,645
3.0% of portfolio›$45.3M
Wealth Dimensions Group, Ltd.345,026
6.4% of portfolio›$37.5M
Lido Advisors, LLC284,869
0.1% of portfolio›$31.0M
Verdence Capital Advisors LLC272,013
1.3% of portfolio›$29.6M
FSM Wealth Advisors, LLC238,812
2.7% of portfolio›$26.4M
Financial Synergies Wealth Advisors, Inc.215,323
1.9% of portfolio›$23.4M
Waldron Private Wealth LLC208,538
0.8% of portfolio›$22.7M
Balentine LLC169,670
0.7% of portfolio›$18.4M
Advisor OS, LLC152,275
1.1% of portfolio›$16.6M
Fifth Third Securities, Inc.143,318
0.8% of portfolio›$15.6M
71 West Capital Partners125,639
0.4% of portfolio›$13.7M
Perigon Wealth Management, LLC125,306
0.2% of portfolio›$13.6M
Highline Wealth Partners LLC124,378
2.6% of portfolio›$13.5M
Wealth Enhancement Advisory Services, LLC117,922
0.0% of portfolio›$13.0M
EverSource Wealth Advisors, LLC108,766
0.4% of portfolio›$11.8M
Kestra Advisory Services, LLC104,552
0.0% of portfolio›$11.4M
TD Private Client Wealth LLC100,683
0.2% of portfolio›$10.9M
First Merchants Corp97,100
0.3% of portfolio›$10.6M
Fund Evaluation Group, LLC96,000
0.2% of portfolio›$10.4M
New York Life Investment Management LLC84,482
0.1% of portfolio›$9.2M
Symphony Financial, Ltd. Co.82,670
0.8% of portfolio›$9.0M
Bokf, NA80,099
0.1% of portfolio›$8.7M
Aspiriant, LLC73,485
0.2% of portfolio›$8.0M
Kanawha Capital Management LLC69,913
0.5% of portfolio›$7.6M
Cambridge Investment Research Advisors, Inc.68,440
0.0% of portfolio›$7.4K
Curtis Advisory Group, LLC66,988
1.4% of portfolio›$7.3M
Mission Wealth Management, LP65,671
0.1% of portfolio›$7.1M
Aprio Wealth Management, LLC65,411
0.3% of portfolio›$7.1M
Focused Wealth Management, Inc57,901
0.5% of portfolio›$6.3M
Venture Visionary Partners LLC57,084
0.2% of portfolio›$6.2M
Hegarty Advisors, LLC55,923
3.8% of portfolio›$6.1M
Verus Wealth Management, LLC52,543
3.6% of portfolio›$5.7M
Principal Financial Group Inc51,871
0.0% of portfolio›$5.6M
XML Financial, LLC50,902
0.4% of portfolio›$5.5M
Corundum Group, Inc.49,799
1.4% of portfolio›$5.4M
Relyea Zuckerberg Hanson LLC49,508
0.4% of portfolio›$5.4M
Concurrent Investment Advisors, LLC47,239
0.0% of portfolio›$5.1M
Leuthold Group, LLC44,511
0.5% of portfolio›$4.8M
Tennessee Valley Asset Management Partners42,923
0.5% of portfolio›$4.7M
Badgley Phelps Wealth Managers, LLC41,375
0.1% of portfolio›$4.5M
Sound Financial Strategies Group, LLC40,153
2.9% of portfolio›$4.4M
Sapient Capital LLC39,146
0.1% of portfolio›$4.3M
Diversified Enterprises, LLC35,410
0.2% of portfolio›$3.8M
Elevation Point Wealth Partners, LLC34,249
0.1% of portfolio›$3.7M
Valpey Financial Services, LLC34,141
2.2% of portfolio›$3.7M
Indivisible Partners33,507
0.2% of portfolio›$3.6M
Modera Wealth Management, LLC33,341
0.0% of portfolio›$3.6M
RFG Advisory, LLC33,054
0.1% of portfolio›$3.6M
Fulton Bank, N.A.31,711
0.1% of portfolio›$3.4M
HB Wealth Management, LLC31,674
0.0% of portfolio›$3.4M
Sage Mountain Advisors LLC30,669
0.2% of portfolio›$3.3M
LBJ Family Wealth Advisors, Ltd.30,292
1.7% of portfolio›$3.3K
Farther Finance Advisors, LLC29,153
0.0% of portfolio›$3.2M
Investment Partners, Ltd.28,703
0.5% of portfolio›$3.1M
Private Trust Co NA27,687
0.2% of portfolio›$3.0M
Aurelius Family Office LLC24,998
1.1% of portfolio›$2.7M
Winthrop Advisory Group LLC24,927
0.2% of portfolio›$2.7M
Wealthcare Advisory Partners LLC24,650
0.0% of portfolio›$2.7M
Ulrich Consultants & Investment Group, LLC24,321
2.6% of portfolio›$2.6M
Embree Financial Group24,274
0.3% of portfolio›$2.6M
SwitchPoint Financial Planning, LLC23,959
1.4% of portfolio›$2.6M
Wedmont Private Capital23,712
0.1% of portfolio›$2.6M
Fortitude Family Office, LLC23,100
0.4% of portfolio›$2.5M
Park Avenue Securities LLC22,145
0.0% of portfolio›$2.4K
Lpwm LLC21,832
0.5% of portfolio›$2.4M
Lee, Kelleher & Klein Wealth Management21,706
1.2% of portfolio›$2.4M
Ridgewood Investments LLC20,572
0.8% of portfolio›$2.2M
Accurate Wealth Management, LLC20,464
0.2% of portfolio›$2.3M
Cairn Investment Group, Inc.20,345
0.0% of portfolio›$2.2K
HUB Investment Partners, LLC20,074
0.0% of portfolio›$2.2M
Fort Washington Investment Advisors Inc19,900
0.0% of portfolio›$2.2M
Fairman Group, LLC19,427
1.5% of portfolio›$2.1M
Kestra Private Wealth Services, LLC18,859
0.0% of portfolio›$2.0M
Willow Creek Wealth Management Inc.17,836
0.1% of portfolio›$1.9M
Americana Partners, LLC17,037
0.0% of portfolio›$1.9M
Goelzer Investment Management, Inc.16,836
0.1% of portfolio›$1.8M
Highland Capital Management, LLC16,444
0.1% of portfolio›$1.8M
Arbor Investment Advisors, LLC16,374
0.2% of portfolio›$1.8M
1900 Wealth Management LLC16,194
0.1% of portfolio›$1.8M
Kingswood Wealth Advisors, LLC16,138
0.1% of portfolio›$1.8M
Envision Financial LLC15,804
0.8% of portfolio›$1.7M
Diversified Portfolios, Inc.15,643
0.1% of portfolio›$1.7M
Roffman Miller Associates Inc15,232
0.1% of portfolio›$1.7M
D.A. Davidson & Co.14,881
0.0% of portfolio›$1.6M
Nadler Financial Group, Inc.14,815
0.1% of portfolio›$1.6M
Chicago Partners Investment Group LLC14,679
0.0% of portfolio›$1.7M
Macroview Investment Management LLC14,593
1.0% of portfolio›$1.6M
Sagespring Wealth Partners, LLC14,543
0.0% of portfolio›$1.6M
First Horizon Corp14,389
0.1% of portfolio›$1.6M
Choreo, LLC14,032
0.0% of portfolio›$1.5M
Total Clarity Wealth Management, Inc.13,778
0.3% of portfolio›$1.5M
Verum Partners LLC13,693
0.2% of portfolio›$1.5M
Stableford Capital II LLC13,492
0.5% of portfolio›$1.5M
Andina Capital Management, LLC12,824
2.0% of portfolio›$1.4M
Vise Technologies, Inc.12,747
0.0% of portfolio›$1.4M
Ascentis Independent Advisors12,683
0.1% of portfolio›$1.4M
Davenport & Co LLC12,550
0.0% of portfolio›$1.4M
Asempa Wealth Advisors11,974
1.0% of portfolio›$1.3M
Wespac Advisors, LLC11,939
0.7% of portfolio›$1.3M
Davidson Trust Co11,928
0.5% of portfolio›$1.3M
Trilogy Capital Inc.11,692
0.0% of portfolio›$1.3M
JFS Wealth Advisors, LLC11,556
0.1% of portfolio›$1.3M
Allegiance Financial Group Advisory Services LLC11,244
0.2% of portfolio›$1.2M
VestGen Advisors, LLC11,228
0.0% of portfolio›$1.2M
Monument Capital Management11,127
0.3% of portfolio›$1.2M
Avior Wealth Management, LLC10,863
0.0% of portfolio›$1.2M
Foster Dykema Cabot & Partners, LLC10,620
0.1% of portfolio›$1.2M
Indiana Trust & Investment Management Co10,596
0.3% of portfolio›$1.2M
AdvisorNet Financial, Inc10,476
0.1% of portfolio›$1.2M
Keybank National Association10,459
0.0% of portfolio›$1.1M
Virtue Capital Management, LLC10,416
0.1% of portfolio›$1.1M
McKinley Carter Wealth Services, Inc.10,321
0.1% of portfolio›$1.1M
Scratch Capital LLC10,303
0.7% of portfolio›$1.1M
City Holding Co9,903
0.1% of portfolio›$1.1M
Schneider Downs Wealth Management Advisors, LP9,867
0.1% of portfolio›$1.1M
Chicago Capital, LLC9,709
0.0% of portfolio›$1.1M
Verus Capital Partners, LLC9,708
0.1% of portfolio›$1.1M
Elevatus Welath Management9,556
0.3% of portfolio›$1.0M
Braun-Bostich & Associates Inc.9,496
0.6% of portfolio›$1.0M
Ascentis Wealth Management, LLC9,212
0.2% of portfolio›$1.0M
KTF Investments, LLC9,100
0.1% of portfolio›$989.2K
Wedbush Securities Inc9,095
0.0% of portfolio›$989
Oppenheimer & Co Inc9,055
0.0% of portfolio›$984.3K
DiNuzzo Private Wealth, Inc.8,904
0.1% of portfolio›$967.9K
Axxcess Wealth Management, LLC8,771
0.0% of portfolio›$953.4K
Arsenal Capital Advisors LLC8,638
0.5% of portfolio›$939.0K
Kings Path Partners LLC8,420
0.2% of portfolio›$915.3K
Atria Investments, Inc8,364
0.0% of portfolio›$909.2K
Fragasso Financial Advisors Inc8,245
0.0% of portfolio›$916.4K
Absolute Capital Management, LLC8,096
0.2% of portfolio›$880.1K
Seven Post Investment Office LP7,825
0.3% of portfolio›$850.6K
Sigma Planning Corp7,732
0.0% of portfolio›$840.5K
B. Riley Wealth Advisors, Inc.7,521
0.0% of portfolio›$817.5K
Essex Bank7,449
0.2% of portfolio›$809.7K
Summit Wealth Group LLC / Co7,415
0.1% of portfolio›$806.0K
True Private Wealth Advisors7,301
0.1% of portfolio›$793.7K
Phillip James Consulting Co.7,279
0.5% of portfolio›$791.2K
Capital Planning LLC6,952
0.2% of portfolio›$755.7K
Parallel Advisors, LLC6,690
0.0% of portfolio›$727.2K
Cyndeo Wealth Partners, LLC6,674
0.0% of portfolio›$725.4K
Canvas Wealth Advisors, LLC6,623
0.1% of portfolio›$757.6K
Nicholas Hoffman & Company, Llc.6,365
0.0% of portfolio›$691.9K
Essential Investment Partners LLC6,267
0.5% of portfolio›$681.2K
LifeGuide Financial Advisors, LLC6,027
0.2% of portfolio›$655.1K
Robertson Stephens Wealth Management, LLC5,916
0.0% of portfolio›$643.1K
Keeler Thomas Management LLC5,698
0.2% of portfolio›$619.4K
Navigation Wealth Management, Inc.5,426
0.9% of portfolio›$606.1K
Junk Investment Group, LLC5,392
0.2% of portfolio›$586.1K
Kendall Capital Management5,281
0.1% of portfolio›$574.0K
Gemmer Asset Management LLC5,274
0.0% of portfolio›$573.3K
Sowell Financial Services LLC5,218
0.0% of portfolio›$567.2K
Centerline Wealth Advisors, LLC5,215
0.2% of portfolio›$566.9K
Nottingham Advisors, Inc.5,200
0.1% of portfolio›$565.9K
Deroy & Devereaux Private Investment Counsel Inc5,197
0.0% of portfolio›$565
Pinnacle Wealth Management Advisory Group, LLC5,171
0.0% of portfolio›$562.1K
Pinnacle Associates LTD5,171
0.0% of portfolio›$562.1K
Apollon Wealth Management, LLC5,130
0.0% of portfolio›$557.7K
Rodgers & Associates, LTD5,117
0.1% of portfolio›$556.2K
MW Advisory, LLC5,112
0.2% of portfolio›$555.7K
Citizens Financial Group Inc5,106
0.0% of portfolio›$555.0K
Eagle Wealth Strategies LLC5,092
0.2% of portfolio›$553.5K
Inman Jager Wealth Management, LLC5,036
0.3% of portfolio›$547.4K
Intrua Financial, LLC4,835
0.0% of portfolio›$525.6K
Mraz, Amerine & Associates, Inc.4,772
0.1% of portfolio›$518.7K
First American Bank4,703
0.0% of portfolio›$511.2K
Prospera Financial Services Inc4,591
0.0% of portfolio›$520.8K
Sovran Advisors, LLC4,569
0.0% of portfolio›$522.7K
Visionary Horizons, LLC4,413
0.2% of portfolio›$479.7K
Carrera Capital Advisors4,299
0.1% of portfolio›$467.3K
Financial Guidance Group, Inc.4,284
0.2% of portfolio›$465.7K
Johnson Financial Group, LLC4,172
0.0% of portfolio›$453.5K
Ignite Planners, LLC4,099
0.1% of portfolio›$446.5K
RFG Holdings, Inc.4,033
0.1% of portfolio›$438.4K
Vestia Personal Wealth Advisors3,989
0.2% of portfolio›$433.7K
Allen Mooney & Barnes Investment Advisors LLC3,969
0.1% of portfolio›$431.4K
Mullaney, Keating & Wright, Inc.3,833
0.2% of portfolio›$416.6K
Avalon Capital Management3,781
0.1% of portfolio›$411.0K
Affiance Financial, LLC3,761
0.1% of portfolio›$408.9K
Capital Investment Advisors, LLC3,673
0.0% of portfolio›$399.3K
Independent Financial Group, LLC3,668
0.0% of portfolio›$398.8K
Silvia Mccoll Wealth Management, LLC3,630
0.2% of portfolio›$394.6K
Csenge Advisory Group3,605
0.0% of portfolio›$391.9K
Northbridge Financial Group, LLC3,580
0.1% of portfolio›$395.2K
Kelsey Financial, LLC3,565
0.3% of portfolio›$387.5K
Level Financial Advisors3,369
0.1% of portfolio›$366.2K
Ashton Thomas Private Wealth, LLC3,335
0.0% of portfolio›$362.5K
Vicus Capital3,315
0.0% of portfolio›$360.3K
Moran Wealth Management, LLC3,308
0.0% of portfolio›$359.6K
Midwest Trust Co3,198
0.0% of portfolio›$347.6K
MCF Advisors LLC3,192
0.0% of portfolio›$347.0K
Tranquility Partners, LLC3,122
0.1% of portfolio›$339.4K
Hardin Capital Partners, LLC3,105
0.2% of portfolio›$337.5K
Avail Investment Partners, LLC3,070
0.2% of portfolio›$333.7K
Investment Research Partners LLC3,070
0.1% of portfolio›$333.7K
Wilmington Savings Fund Society, FSB3,031
0.0% of portfolio›$329.5K
NTV Asset Management LLC3,000
0.0% of portfolio›$326.1K
Wealth Architects, LLC2,989
0.0% of portfolio›$324.9K
Balefire, LLC2,963
0.1% of portfolio›$322.1K
Balboa Wealth Partners2,926
0.0% of portfolio›$318.1K
Woodard & Co Asset Management Group Inc2,911
0.0% of portfolio›$316.5K
Greenspring Advisors, LLC2,873
0.0% of portfolio›$312.3K
Signal Advisors Wealth, LLC2,868
0.0% of portfolio›$311.7K
Cornerstone Wealth Management, LLC2,859
0.0% of portfolio›$310.8K
Regions Financial Corp2,831
0.0% of portfolio›$307.7K
Avidian Wealth Enterprises, LLC2,813
0.0% of portfolio›$305.8K
Sterling Financial Planning, Inc.2,811
0.1% of portfolio›$305.5K
Asset Management One Co., Ltd.2,728
0.0% of portfolio›$296.5K
Legacy Wealth Asset Management, LLC2,728
0.1% of portfolio›$296.5K
W Advisors, LLC2,683
0.1% of portfolio›$291.6K
FWG Investments, Llc.2,661
0.1% of portfolio›$289.2K
CWC Advisors, Llc.2,639
0.1% of portfolio›$286.9K
Assetmark, Inc2,618
0.0% of portfolio›$284.6K
Princeton Global Asset Management LLC2,580
0.0% of portfolio›$280.4K
Financial Life Advisors2,537
0.1% of portfolio›$275.8K
BOS Asset Management, LLC2,526
0.1% of portfolio›$274.6K
Evermay Wealth Management LLC2,512
0.0% of portfolio›$273.1K
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,450
0.0% of portfolio›$266.3K
Braun Stacey Associates Inc2,425
0.0% of portfolio›$263.6K
XY Planning Network, Inc.2,363
0.0% of portfolio›$256.9K
Key FInancial Inc2,361
0.0% of portfolio›$256.6K
Gordian Advisors LLC2,358
0.2% of portfolio›$256.3K
KFG LLC2,339
0.2% of portfolio›$254.2K
MGO One Seven LLC2,334
0.0% of portfolio›$253.7K
Plancorp, LLC2,325
0.0% of portfolio›$263.7K
Lynch Investment Planning, LLC2,274
0.2% of portfolio›$247.2K
Goldstein Advisors, LLC2,271
0.0% of portfolio›$246.9K
PKS Advisory Services, LLC2,256
0.0% of portfolio›$239.8K
Anson Capital, Inc.2,253
0.2% of portfolio›$244.9K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,228
0.0% of portfolio›$242.2K
New Covenant Trust Company, N.A.2,184
0.2% of portfolio›$237.4K
Occidental Asset Management, LLC2,174
0.0% of portfolio›$236.3K
MLG Wealth Management DBA Pine Grove Financial Group2,172
0.0% of portfolio›$236.1K
Daymark Wealth Partners, LLC2,156
0.0% of portfolio›$234.4K
Base Wealth Management LLC2,139
0.1% of portfolio›$232.5K
Legacy Bridge, LLC2,113
0.1% of portfolio›$229.7K
DecisionMap Wealth Management, LLC2,102
0.1% of portfolio›$228.5K
Interchange Capital Partners, LLC2,075
0.0% of portfolio›$225.6K
Jacobs & Co2,070
0.0% of portfolio›$225
Foster Group, Inc.2,010
0.0% of portfolio›$218.5K
Park Capital Management, LLC / WI2,000
0.1% of portfolio›$217.4K
StoneX Group Inc.1,997
0.0% of portfolio›$218.7K
Creative Financial Designs Inc1,971
0.0% of portfolio›$214.3K
North Star Investment Management Corp.1,957
0.0% of portfolio›$212.7K
Facet Wealth, Inc.1,937
0.0% of portfolio›$210.6K
MSH Capital Advisors LLC1,935
0.0% of portfolio›$210.3K
Allspring Global Investments Holdings, LLC1,914
0.0% of portfolio›$208.3K
Fairvoy Private Wealth, LLC1,902
0.0% of portfolio›$206.8K
Signature Estate & Investment Advisors LLC1,887
0.0% of portfolio›$205.1K
Sightline Wealth Advisors, LLC1,868
0.1% of portfolio›$203.1K
Gibbs Wealth Management1,854
0.0% of portfolio›$201.5K
M Holdings Securities, Inc.1,814
0.0% of portfolio›$206
Fairway Wealth LLC1,739
0.0% of portfolio›$189.0K
Realta Investment Advisors1,710
0.1% of portfolio›$185.9K
Hilton Head Capital Partners, LLC1,670
0.1% of portfolio›$181.6K
Gen-Wealth Partners Inc1,630
0.0% of portfolio›$177.2K
CoreCap Advisors, LLC1,437
0.0% of portfolio›$156.2K
Blue Trust, Inc.1,251
0.0% of portfolio›$136.0K
Hager Investment Management Services, LLC1,226
0.1% of portfolio›$133.3K
Private Wealth Management Group, LLC1,218
0.0% of portfolio›$132.4K
Archer Investment Corp1,177
0.0% of portfolio›$127.9K
IFP Advisors, Inc1,098
0.0% of portfolio›$119.4K
William Mack & Associates, Inc.1,013
0.0% of portfolio›$110.1K
Plante Moran Financial Advisors, LLC858
0.0% of portfolio›$93.3K
Maseco LLP763
0.0% of portfolio›$83.0K
Proathlete Wealth Management LLC694
0.0% of portfolio›$75.4K
Cassaday & Co Wealth Management LLC672
0.0% of portfolio›$73.0K
Newton One Investments LLC670
0.0% of portfolio›$72.8K
Bell Investment Advisors, Inc637
0.0% of portfolio›$69.2K
Hazlett, Burt & Watson, Inc.626
0.0% of portfolio›$68
Steph & Co588
0.0% of portfolio›$63.9K
City State Bank586
0.0% of portfolio›$63.7K
Mowery & Schoenfeld Wealth Management, LLC513
0.1% of portfolio›$55.8K
Latitude Advisors, LLC506
0.0% of portfolio›$55.0K
Root Financial Partners, LLC458
0.0% of portfolio›$49.8K
Nfsg Corp455
0.0% of portfolio›$49.5K
Capital Investment Advisory Services, LLC452
0.0% of portfolio›$49.1K
Bfsg, LLC441
0.0% of portfolio›$47.9K
Register Financial Advisors LLC432
0.0% of portfolio›$47.0K
Moisand Fitzgerald Tamayo, LLC421
0.0% of portfolio›$45.7K
MassMutual Private Wealth & Trust, FSB377
0.0% of portfolio›$41.0K
Dhjj Financial Advisors, Ltd.366
0.0% of portfolio›$39.8K
Maryland Capital Advisors Inc.350
0.0% of portfolio›$38.0K
Thurston, Springer, Miller, Herd & Titak, Inc.293
0.1% of portfolio›$31.8K
Insight Inv LLC287
0.0% of portfolio›$31.2K
Yankcom Partnership269
0.0% of portfolio›$29.2K
SBI Securities Co., Ltd.242
0.0% of portfolio›$26.3K
Cullen T Bankers, Inc.240
0.0% of portfolio›$26.1K
Harbor Investment Advisory, LLC239
0.0% of portfolio›$26.0K
Piscataqua Savings Bank216
0.0% of portfolio›$23.5K
Capital Investment Counsel, Inc203
0.0% of portfolio›$22.1K
AlphaCore Capital LLC196
0.0% of portfolio›$21.3K
TD Waterhouse Canada Inc.193
0.0% of portfolio›$21.0K
Trust Co of Vermont188
0.0% of portfolio›$20.4K
Versant Capital Management, Inc170
0.0% of portfolio›$18.5K
Center for Financial Planning, Inc.166
0.0% of portfolio›$18.0K
Lodestone Wealth Management LLC164
0.0% of portfolio›$17.8K
Signature Equity Partners, LLC163
0.0% of portfolio›$17.7K
Cdkv Holdings LLC159
0.0% of portfolio›$17.3K
Lanark Financial, Inc.154
0.0% of portfolio›$16.7K
Mather Group, Llc.152
0.0% of portfolio›$16.5K
Physician Wealth Advisors, Inc.151
0.0% of portfolio›$16.4K
GGM Financial LLC151
0.0% of portfolio›$16.4K
Northstar Asset Management Co150
0.0% of portfolio›$17.0K
Olistico Wealth, LLC144
0.0% of portfolio›$15.7K
Nova Financial LLC137
0.0% of portfolio›$14.8K
Brown, Lisle Ings, Inc.119
0.0% of portfolio›$12.9K
Eastern Bank107
0.0% of portfolio›$11.6K
Silver Grove Financial Group, Inc.96
0.0% of portfolio›$10.4K
Triumph Capital Management94
0.0% of portfolio›$10.2K
Farmers & Merchants Investments Inc86
0.0% of portfolio›$9.3K
Toth Financial Advisory Corp85
0.0% of portfolio›$9.2K
Washington Trust Advisors, Inc.70
0.0% of portfolio›$7.6K
Spire Wealth Management50
0.0% of portfolio›$5.4K
Abound Wealth Management48
0.0% of portfolio›$5.2K
RHL Group, LLC44
0.0% of portfolio›$4.8K
Duncker Streett & Co Inc42
0.0% of portfolio›$4.6K
Central Pacific Bank - Trust Division32
0.0% of portfolio›$3.5K
Fairscale Capital, LLC24
0.0% of portfolio›$2.7K
Compass Financial Management LLC14
0.0% of portfolio›$1.5K
Morton Brown Family Wealth, LLC5
0.0% of portfolio›$544
Rakuten Securities, Inc.3
0.0% of portfolio›$326
Trust Co2
0.0% of portfolio›$264
StyleTurnoverLocationFiled
Creative Planning
2,463,448$267.8M0.1%IndexVery LowOverland Park, KS2026-11-02
OpenArc Corporate Advisory, LLC
2,360,639$256.6M2.9%GrowthLowAtlanta, GA2026-10-21
Truist Financial Corp
1,610,797$175.1M0.2%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
1,581,283$171.9M0.2%ETFLowWaltham, MA2026-11-02
Citigroup Inc
1,153,327$125.4M0.0%CoreMediumNew York, NY2026-11-04
Aaron Wealth Advisors LLC
927,117$100.8M4.9%GrowthMediumChicago, IL2026-10-13
Global Strategic Investment Solutions, LLC
854,396$92.9M8.2%ETFLowScottsdale, AZ2026-10-16
WestHill Financial Advisors, Inc.
719,036$78.2M13.1%ETFVery LowSan Rafael, CA2026-10-14
Bernardo Wealth Planning LLC
643,322$69.9M5.9%ETFVery LowHarleysville, PA2026-10-23
Hapanowicz & Associates Financial Services, Inc
614,958$66.8M20.6%ETFVery LowPittsburgh, PA2026-10-29
Exchange Traded Concepts, LLC
562,192$61.1M0.2%GrowthMediumOklahoma City, OK2026-10-28
Parkside Financial Bank & Trust
416,645$45.3M3.0%CoreVery LowSaint Louis, MO2026-10-27
Wealth Dimensions Group, Ltd.
345,026$37.5M6.4%ETFLowCincinnati, OH2026-11-02
Lido Advisors, LLC
284,869$31.0M0.1%GrowthLowLos Angeles, CA2026-11-04
Verdence Capital Advisors LLC
272,013$29.6M1.3%CoreMediumHunt Valley, MD2026-10-26
FSM Wealth Advisors, LLC
238,812$26.4M2.7%ETFLowCleveland, OH2026-10-27
Financial Synergies Wealth Advisors, Inc.
215,323$23.4M1.9%ETFVery LowHouston, TX2026-10-16
Waldron Private Wealth LLC
208,538$22.7M0.8%ETFVery LowBridgeville, PA2026-11-02
Balentine LLC
169,670$18.4M0.7%ETFLowAtlanta, GA2026-11-03
Advisor OS, LLC
152,275$16.6M1.1%ETFMediumChicago, IL2026-11-03
Fifth Third Securities, Inc.
143,318$15.6M0.8%ETFLowCincinnati, OH2026-10-21
71 West Capital Partners
125,639$13.7M0.4%IndexVery LowBoston, MA2026-11-04
Perigon Wealth Management, LLC
125,306$13.6M0.2%GrowthLowSan Francisco, CA2026-10-22
Highline Wealth Partners LLC
124,378$13.5M2.6%ETFMediumSherman Oaks, CA2026-10-19
Wealth Enhancement Advisory Services, LLC
117,922$13.0M0.0%CoreLowPlymouth, MN2026-10-13
EverSource Wealth Advisors, LLC
108,766$11.8M0.4%CoreMediumBirmingham, AL2026-11-04
Kestra Advisory Services, LLC
104,552$11.4M0.0%CoreLowAustin, TX2026-11-02
TD Private Client Wealth LLC
100,683$10.9M0.2%ETFLowNew York, NY2026-10-28
First Merchants Corp
97,100$10.6M0.3%GrowthLowMuncie, IN2026-10-15
Fund Evaluation Group, LLC
96,000$10.4M0.2%ETFLowCincinnati, OH2026-11-05
New York Life Investment Management LLC
84,482$9.2M0.1%GrowthLowNew York, NY2026-11-04
Symphony Financial, Ltd. Co.
82,670$9.0M0.8%GrowthLowHouston, TX2026-10-22
Bokf, NA
80,099$8.7M0.1%CoreLowTulsa, OK2026-10-27
Aspiriant, LLC
73,485$8.0M0.2%ETFVery LowLos Angeles, CA2026-10-16
Kanawha Capital Management LLC
69,913$7.6M0.5%CoreVery LowRichmond, VA2026-10-19
Cambridge Investment Research Advisors, Inc.
68,440$7.4K0.0%ETFLowFairfield, IA2026-11-02
Curtis Advisory Group, LLC
66,988$7.3M1.4%ETFLowSanta Barbara, CA2026-10-28
Mission Wealth Management, LP
65,671$7.1M0.1%ETFLowSanta Barbara, CA2026-10-15
Aprio Wealth Management, LLC
65,411$7.1M0.3%ETFMediumAtlanta, GA2026-10-28
Focused Wealth Management, Inc
57,901$6.3M0.5%ETFLowNewburgh, NY2026-10-30
Venture Visionary Partners LLC
57,084$6.2M0.2%CoreLowSylvania, OH2026-10-07
Hegarty Advisors, LLC
55,923$6.1M3.8%ETFVery LowGarden City, NY2026-10-20
Verus Wealth Management, LLC
52,543$5.7M3.6%ETFLowDe Pere, WI2026-10-13
Principal Financial Group Inc
51,871$5.6M0.0%CoreLowDes Moines, IA2026-11-02
XML Financial, LLC
50,902$5.5M0.4%ETFLowBethesda, MD2026-10-29
Corundum Group, Inc.
49,799$5.4M1.4%CoreLowColorado Springs, CO2026-10-28
Relyea Zuckerberg Hanson LLC
49,508$5.4M0.4%ETFLowStamford, CT2026-10-20
Concurrent Investment Advisors, LLC
47,239$5.1M0.0%GrowthMediumTampa, FL2026-10-16
Leuthold Group, LLC
44,511$4.8M0.5%ValueMediumMinneapolis, MN2026-11-04
Tennessee Valley Asset Management Partners
42,923$4.7M0.5%ETFLowKnoxville, TN2026-11-03
Badgley Phelps Wealth Managers, LLC
41,375$4.5M0.1%GrowthVery LowSeattle, WA2026-10-22
Sound Financial Strategies Group, LLC
40,153$4.4M2.9%ETFMediumMadison, MS2026-10-30
Sapient Capital LLC
39,146$4.3M0.1%GrowthMediumIndianapolis, IN2026-10-08
Diversified Enterprises, LLC
35,410$3.8M0.2%ETFVery LowWilmington, DE2026-10-19
Elevation Point Wealth Partners, LLC
34,249$3.7M0.1%CoreHighDenver, CO2026-11-05
Valpey Financial Services, LLC
34,141$3.7M2.2%ETFVery LowConcord, NH2026-10-30
Indivisible Partners
33,507$3.6M0.2%GrowthMediumClearwater, FL2026-10-26
Modera Wealth Management, LLC
33,341$3.6M0.0%ETFVery LowWestwood, NJ2026-10-28
RFG Advisory, LLC
33,054$3.6M0.1%ETFMediumBirmingham, AL2026-11-03
Fulton Bank, N.A.
31,711$3.4M0.1%CoreLowLancaster, PA2026-10-14
HB Wealth Management, LLC
31,674$3.4M0.0%IndexVery LowAtlanta, GA2026-10-23
Sage Mountain Advisors LLC
30,669$3.3M0.2%ETFLowAtlanta, GA2026-11-02
LBJ Family Wealth Advisors, Ltd.
30,292$3.3K1.7%ETFVery LowAustin, TX2026-10-01
Farther Finance Advisors, LLC
29,153$3.2M0.0%IndexLowSan Francisco, CA2026-10-08
Investment Partners, Ltd.
28,703$3.1M0.5%ETFVery LowNew Philadelphia, OH2026-10-29
Private Trust Co NA
27,687$3.0M0.2%CoreLowCleveland, OH2026-10-20
Aurelius Family Office LLC
24,998$2.7M1.1%ETFVery LowBedford, NH2026-10-23
Winthrop Advisory Group LLC
24,927$2.7M0.2%ETFVery LowBoston, MA2026-10-22
Wealthcare Advisory Partners LLC
24,650$2.7M0.0%ETFLowWest Chester, PA2026-10-21
Ulrich Consultants & Investment Group, LLC
24,321$2.6M2.6%ETFN/AAlbuquerque, NM2026-10-13
Embree Financial Group
24,274$2.6M0.3%ETFLowChicago, IL2026-10-22
SwitchPoint Financial Planning, LLC
23,959$2.6M1.4%ETFVery LowLehi, UT2026-11-02
Wedmont Private Capital
23,712$2.6M0.1%IndexVery LowWest Chester, PA2026-10-09
Fortitude Family Office, LLC
23,100$2.5M0.4%ETFMediumScottsdale, AZ2026-10-14
Park Avenue Securities LLC
22,145$2.4K0.0%ETFMediumNew York, NY2026-10-26
Lpwm LLC
21,832$2.4M0.5%ETFMediumMinneapolis, MN2026-10-20
Lee, Kelleher & Klein Wealth Management
21,706$2.4M1.2%ETFVery LowEllicott City, MD2026-10-08
Ridgewood Investments LLC
20,572$2.2M0.8%ValueMediumSpringfield, NJ2026-10-05
Accurate Wealth Management, LLC
20,464$2.3M0.2%CoreMediumWesley Chapel, FL2026-10-20
Cairn Investment Group, Inc.
20,345$2.2K0.0%ValueLowVancouver, WA2026-11-04
HUB Investment Partners, LLC
20,074$2.2M0.0%GrowthLowAustin, TX2026-11-03
Fort Washington Investment Advisors Inc
19,900$2.2M0.0%CoreLowCincinnati, OH2026-10-15
Fairman Group, LLC
19,427$2.1M1.5%ETFLowChesterbrook, PA2026-10-26
Kestra Private Wealth Services, LLC
18,859$2.0M0.0%GrowthLowAustin, TX2026-10-30
Willow Creek Wealth Management Inc.
17,836$1.9M0.1%ETFVery LowSebastopol, CA2026-10-26
Americana Partners, LLC
17,037$1.9M0.0%CoreMediumHouston, TX2026-10-28
Goelzer Investment Management, Inc.
16,836$1.8M0.1%GrowthLowCarmel, IN2026-10-16
Highland Capital Management, LLC
16,444$1.8M0.1%GrowthMediumMemphis, TN2026-10-26
Arbor Investment Advisors, LLC
16,374$1.8M0.2%ETFVery LowWinston Salem, NC2026-10-26
1900 Wealth Management LLC
16,194$1.8M0.1%ETFLowSan Antonio, TX2026-10-13
Kingswood Wealth Advisors, LLC
16,138$1.8M0.1%GrowthLowSan Diego, CA2026-10-23
Envision Financial LLC
15,804$1.7M0.8%ETFLowBrookfield, WI2026-10-15
Diversified Portfolios, Inc.
15,643$1.7M0.1%ETFLowBloomfield Hills, MI2026-11-04
Roffman Miller Associates Inc
15,232$1.7M0.1%CoreVery LowPhiladelphia, PA2026-10-19
D.A. Davidson & Co.
14,881$1.6M0.0%CoreLowGreat Falls, MT2026-10-28
Nadler Financial Group, Inc.
14,815$1.6M0.1%ETFVery LowDeerfield, IL2026-10-23
Chicago Partners Investment Group LLC
14,679$1.7M0.0%GARPLowChicago, IL2026-10-27
Macroview Investment Management LLC
14,593$1.6M1.0%ETFLowBethesda, MD2026-10-26
Sagespring Wealth Partners, LLC
14,543$1.6M0.0%ETFLowFranklin, TN2026-10-22
First Horizon Corp
14,389$1.6M0.1%CoreLowMemphis, TN2026-10-26
Choreo, LLC
14,032$1.5M0.0%IndexLowRockford, IL2026-10-28
Total Clarity Wealth Management, Inc.
13,778$1.5M0.3%ETFMediumSt. Charles, IL2026-10-26
Verum Partners LLC
13,693$1.5M0.2%ETFLowCharlotte, NC2026-10-21
Stableford Capital II LLC
13,492$1.5M0.5%CoreHighScottsdale, AZ2026-10-09
Andina Capital Management, LLC
12,824$1.4M2.0%ETFMediumLogan, UT2026-10-21
Vise Technologies, Inc.
12,747$1.4M0.0%IndexLowNew York, NY2026-10-29
Ascentis Independent Advisors
12,683$1.4M0.1%ETFLowDallas, TX2026-11-03
Davenport & Co LLC
12,550$1.4M0.0%CoreMediumRichmond, VA2026-10-14
Asempa Wealth Advisors
11,974$1.3M1.0%ETFLowBaton Rouge, LA2026-10-07
Wespac Advisors, LLC
11,939$1.3M0.7%ETFHighOrinda, CA2026-10-26
Davidson Trust Co
11,928$1.3M0.5%CoreLowSeattle, WA2026-10-09
Trilogy Capital Inc.
11,692$1.3M0.0%ETFMediumIrvine, CA2026-10-20
JFS Wealth Advisors, LLC
11,556$1.3M0.1%ETFVery LowHermitage, PA2026-11-03
Allegiance Financial Group Advisory Services LLC
11,244$1.2M0.2%ETFLowVienna, VA2026-11-02
VestGen Advisors, LLC
11,228$1.2M0.0%GrowthMediumChicago, IL2026-10-27
Monument Capital Management
11,127$1.2M0.3%GARPHighAlexandria, VA2026-10-09
Avior Wealth Management, LLC
10,863$1.2M0.0%ETFMediumOmaha, NE2026-10-13
Foster Dykema Cabot & Partners, LLC
10,620$1.2M0.1%GrowthLowWaltham, MA2026-10-30
Indiana Trust & Investment Management Co
10,596$1.2M0.3%GrowthLowMishawaka, IN2026-10-22
AdvisorNet Financial, Inc
10,476$1.2M0.1%ETFLowMinnetonka, MN2026-10-15
Keybank National Association
10,459$1.1M0.0%CoreLowBrooklyn, OH2026-11-04
Virtue Capital Management, LLC
10,416$1.1M0.1%GrowthHighBrentwood, TN2026-10-29
McKinley Carter Wealth Services, Inc.
10,321$1.1M0.1%ETFMediumWheeling, WV2026-10-16
Scratch Capital LLC
10,303$1.1M0.7%ETFMediumBoise, ID2026-11-02
City Holding Co
9,903$1.1M0.1%CoreLowCharleston, WV2026-10-19
Schneider Downs Wealth Management Advisors, LP
9,867$1.1M0.1%ETFVery LowPittsburgh, PA2026-10-27
Chicago Capital, LLC
9,709$1.1M0.0%GrowthLowChicago, IL2026-10-13
Verus Capital Partners, LLC
9,708$1.1M0.1%GrowthLowScottsdale, AZ2026-11-03
Elevatus Welath Management
9,556$1.0M0.3%GrowthHighVictor, NY2026-10-19
Braun-Bostich & Associates Inc.
9,496$1.0M0.6%ETFMediumCanonsburg, PA2026-10-20
Ascentis Wealth Management, LLC
9,212$1.0M0.2%Agg GrowthLowDallas, TX2026-11-03
KTF Investments, LLC
9,100$989.2K0.1%GrowthLowSeal Beach, CA2026-10-23
Wedbush Securities Inc
9,095$9890.0%CoreLowPasadena, CA2026-10-22
Oppenheimer & Co Inc
9,055$984.3K0.0%CoreLowNew York, NY2026-10-26
DiNuzzo Private Wealth, Inc.
8,904$967.9K0.1%ETFLowBeaver, PA2026-10-16
Axxcess Wealth Management, LLC
8,771$953.4K0.0%CoreLowCarlsbad, CA2026-10-21
Arsenal Capital Advisors LLC
8,638$939.0K0.5%GrowthLowConshohocken, PA2026-11-02
Kings Path Partners LLC
8,420$915.3K0.2%ETFVery LowSugar Land, TX2026-10-21
Atria Investments, Inc
8,364$909.2K0.0%CoreMediumCharlotte, NC2026-10-15
Fragasso Financial Advisors Inc
8,245$916.4K0.0%ETFLowSewickley, PA2026-10-13
Absolute Capital Management, LLC
8,096$880.1K0.2%ETFMediumPittsburgh, PA2026-10-16
Seven Post Investment Office LP
7,825$850.6K0.3%YieldVery LowSan Francisco, CA2026-10-26
Sigma Planning Corp
7,732$840.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
B. Riley Wealth Advisors, Inc.
7,521$817.5K0.0%GrowthLowMemphis, TN2026-10-13
Essex Bank
7,449$809.7K0.2%CoreLowEssex, CT2026-10-16
Summit Wealth Group LLC / Co
7,415$806.0K0.1%ETFHighColorado Springs, CO2026-10-29
True Private Wealth Advisors
7,301$793.7K0.1%ETFMediumSalem, OR2026-10-19
Phillip James Consulting Co.
7,279$791.2K0.5%ETFVery HighPlymouth, MN2026-11-03
Capital Planning LLC
6,952$755.7K0.2%ETFLowBellevue, WA2026-10-09
Parallel Advisors, LLC
6,690$727.2K0.0%IndexLowSan Francisco, CA2026-11-03
Cyndeo Wealth Partners, LLC
6,674$725.4K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Canvas Wealth Advisors, LLC
6,623$757.6K0.1%GrowthLowShawnee, KS2026-11-02
Nicholas Hoffman & Company, Llc.
6,365$691.9K0.0%ETFVery LowAtlanta, GA2026-10-30
Essential Investment Partners LLC
6,267$681.2K0.5%GrowthLowEnglewood, CO2026-10-27
LifeGuide Financial Advisors, LLC
6,027$655.1K0.2%ETFVery LowMechanicsburg, PA2026-10-20
Robertson Stephens Wealth Management, LLC
5,916$643.1K0.0%ETFMediumSan Francisco, CA2026-10-16
Keeler Thomas Management LLC
5,698$619.4K0.2%CoreHighOrem, UT2026-10-29
Navigation Wealth Management, Inc.
5,426$606.1K0.9%ETFLowFort Collins, CO2026-11-03
Junk Investment Group, LLC
5,392$586.1K0.2%ETFVery LowHunt Valley, MD2026-10-19
Kendall Capital Management
5,281$574.0K0.1%GARPLowRockville, MD2026-10-23
Gemmer Asset Management LLC
5,274$573.3K0.0%ETFLowWalnut Creek, CA2026-10-16
Sowell Financial Services LLC
5,218$567.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Centerline Wealth Advisors, LLC
5,215$566.9K0.2%ETFHighLouisville, KY2026-10-15
Nottingham Advisors, Inc.
5,200$565.9K0.1%ETFLowAmherst, NY2026-10-29
Deroy & Devereaux Private Investment Counsel Inc
5,197$5650.0%ValueMediumBloomfield Hills, MI2026-10-26
Pinnacle Wealth Management Advisory Group, LLC
5,171$562.1K0.0%GrowthLowRed Bank, NJ2026-10-23
Pinnacle Associates LTD
5,171$562.1K0.0%CoreLowNew York, NY2026-10-20
Apollon Wealth Management, LLC
5,130$557.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
Rodgers & Associates, LTD
5,117$556.2K0.1%ETFVery LowLancaster, PA2026-10-20
MW Advisory, LLC
5,112$555.7K0.2%CoreN/AAtlanta, GA2026-10-19
Citizens Financial Group Inc
5,106$555.0K0.0%GrowthLowProvidence, RI2026-10-23
Eagle Wealth Strategies LLC
5,092$553.5K0.2%ETFVery LowMullica Hill, NJ2026-10-20
Inman Jager Wealth Management, LLC
5,036$547.4K0.3%ETFVery LowHattiesburg, MS2026-11-05
Intrua Financial, LLC
4,835$525.6K0.0%ETFMediumHouston, TX2026-10-28
Mraz, Amerine & Associates, Inc.
4,772$518.7K0.1%Deep ValueLowModesto, CA2026-10-30
First American Bank
4,703$511.2K0.0%GrowthVery LowDundee, IL2026-10-27
Prospera Financial Services Inc
4,591$520.8K0.0%CoreMediumDallas, TX2026-11-04
Sovran Advisors, LLC
4,569$522.7K0.0%ETFMediumSan Diego, CA2026-11-02
Visionary Horizons, LLC
4,413$479.7K0.2%ETFLowKnoxville, TN2026-10-22
Carrera Capital Advisors
4,299$467.3K0.1%ETFMediumTroy, MI2026-11-03
Financial Guidance Group, Inc.
4,284$465.7K0.2%ETFVery LowPalm Harbor, FL2026-10-21
Johnson Financial Group, LLC
4,172$453.5K0.0%ETFLowDenver, CO2026-11-03
Ignite Planners, LLC
4,099$446.5K0.1%CoreLowSan Clemente, CA2026-10-14
RFG Holdings, Inc.
4,033$438.4K0.1%ETFLowArgyle, TX2026-10-30
Vestia Personal Wealth Advisors
3,989$433.7K0.2%ETFMediumFort Wayne, IN2026-10-20
Allen Mooney & Barnes Investment Advisors LLC
3,969$431.4K0.1%ValueLowThomasville, GA2026-10-08
Mullaney, Keating & Wright, Inc.
3,833$416.6K0.2%GrowthVery LowMiddletown, CT2026-10-19
Avalon Capital Management
3,781$411.0K0.1%GrowthMediumMenlo Park, CA2026-11-04
Affiance Financial, LLC
3,761$408.9K0.1%ETFVery LowSt. Louis Park, MN2026-10-15
Capital Investment Advisors, LLC
3,673$399.3K0.0%CoreLowAtlanta, GA2026-10-22
Independent Financial Group, LLC
3,668$398.8K0.0%GrowthLowSan Diego, CA2026-10-13
Silvia Mccoll Wealth Management, LLC
3,630$394.6K0.2%CoreVery LowSan Diego, CA2026-10-07
Csenge Advisory Group
3,605$391.9K0.0%ETFMediumClearwater, FL2026-11-04
Northbridge Financial Group, LLC
3,580$395.2K0.1%GrowthLowTampa, FL2026-11-05
Kelsey Financial, LLC
3,565$387.5K0.3%ETFLowMoorpark, CA2026-10-28
Level Financial Advisors
3,369$366.2K0.1%ETFLowEast Amherst, NY2026-10-13
Ashton Thomas Private Wealth, LLC
3,335$362.5K0.0%CoreMediumScottsdale, AZ2026-11-03
Vicus Capital
3,315$360.3K0.0%ETFMediumState College, PA2026-11-05
Moran Wealth Management, LLC
3,308$359.6K0.0%CoreMediumNaples, FL2026-10-22
Midwest Trust Co
3,198$347.6K0.0%CoreLowOverland Park, KS2026-10-22
MCF Advisors LLC
3,192$347.0K0.0%ETFLowLexington, KY2026-10-28
Tranquility Partners, LLC
3,122$339.4K0.1%CoreLowBrentwood, TN2026-10-20
Hardin Capital Partners, LLC
3,105$337.5K0.2%YieldVery LowGreenville, SC2026-10-09
Avail Investment Partners, LLC
3,070$333.7K0.2%CoreMediumLemont, PA2026-10-16
Investment Research Partners LLC
3,070$333.7K0.1%CoreLowLemont, PA2026-10-19
Wilmington Savings Fund Society, FSB
3,031$329.5K0.0%CoreLowWilmington, DE2026-10-23
NTV Asset Management LLC
3,000$326.1K0.0%GrowthLowCharleston, WV2026-10-23
Wealth Architects, LLC
2,989$324.9K0.0%ETFVery LowMountain View, CA2026-11-03
Balefire, LLC
2,963$322.1K0.1%ETFMediumDallas, TX2026-10-09
Balboa Wealth Partners
2,926$318.1K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Woodard & Co Asset Management Group Inc
2,911$316.5K0.0%ETFMediumBermuda Run, NC2026-11-03
Greenspring Advisors, LLC
2,873$312.3K0.0%ETFVery LowTowson, MD2026-11-05
Signal Advisors Wealth, LLC
2,868$311.7K0.0%ETFLowDetroit, MI2026-10-13
Cornerstone Wealth Management, LLC
2,859$310.8K0.0%ETFVery LowSt. Peters, MO2026-11-04
Regions Financial Corp
2,831$307.7K0.0%CoreLowBirmingham, AL2026-11-05
Avidian Wealth Enterprises, LLC
2,813$305.8K0.0%ETFLowHouston, TX2026-10-08
Sterling Financial Planning, Inc.
2,811$305.5K0.1%ETFVery LowSparta, NJ2026-10-28
Asset Management One Co., Ltd.
2,728$296.5K0.0%IndexVery LowTokyo, Mexico2026-10-27
Legacy Wealth Asset Management, LLC
2,728$296.5K0.1%GARPMediumWoodbury, MN2026-10-09
W Advisors, LLC
2,683$291.6K0.1%CoreLowGermantown, TN2026-11-02
FWG Investments, Llc.
2,661$289.2K0.1%ETFMediumLexington, KY2026-11-03
CWC Advisors, Llc.
2,639$286.9K0.1%GARPLowLake Oswego, OR2026-10-15
Assetmark, Inc
2,618$284.6K0.0%ETFLowConcord, CA2026-10-21
Princeton Global Asset Management LLC
2,580$280.4K0.0%GrowthLowPrinceton, NJ2026-10-21
Financial Life Advisors
2,537$275.8K0.1%ETFLowSan Antonio, TX2026-10-14
BOS Asset Management, LLC
2,526$274.6K0.1%ETFLowSpringfield, IL2026-10-09
Evermay Wealth Management LLC
2,512$273.1K0.0%ETFLowArlington, VA2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
2,450$266.3K0.0%GrowthVery LowBoston, MA2026-10-23
Braun Stacey Associates Inc
2,425$263.6K0.0%MomentumMediumNew York, NY2026-10-19
XY Planning Network, Inc.
2,363$256.9K0.0%ETFLowBozeman, MT2026-10-14
Key FInancial Inc
2,361$256.6K0.0%ETFLowWest Chester, PA2026-11-02
Gordian Advisors LLC
2,358$256.3K0.2%ETFVery LowTucson, AZ2026-10-30
KFG LLC
2,339$254.2K0.2%ETFN/ARapid City, SD2026-11-02
MGO One Seven LLC
2,334$253.7K0.0%GrowthLowBeachwood, OH2026-10-28
Plancorp, LLC
2,325$263.7K0.0%ETFLowSaint Louis, MO2026-11-03
Lynch Investment Planning, LLC
2,274$247.2K0.2%ETFLowNewtown Square, PA2026-10-27
Goldstein Advisors, LLC
2,271$246.9K0.0%ETFMediumMadison, WI2026-10-15
PKS Advisory Services, LLC
2,256$239.8K0.0%ETFMediumAlbany, NY2026-10-26
Anson Capital, Inc.
2,253$244.9K0.2%ETFLowTyrone, GA2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
2,228$242.2K0.0%GrowthVery LowSeattle, WA2026-10-27
New Covenant Trust Company, N.A.
2,184$237.4K0.2%GrowthVery LowJeffersonville, IN2026-10-08
Occidental Asset Management, LLC
2,174$236.3K0.0%GrowthLowBurlingame, CA2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
2,172$236.1K0.0%ETFMediumWoodbury, MN2026-10-13
Daymark Wealth Partners, LLC
2,156$234.4K0.0%CoreLowCincinnati, OH2026-11-04
Base Wealth Management LLC
2,139$232.5K0.1%ETFMediumLakewood Ranch, FL2026-10-21
Legacy Bridge, LLC
2,113$229.7K0.1%GrowthVery LowWest Des Moines, IA2026-10-28
DecisionMap Wealth Management, LLC
2,102$228.5K0.1%ETFLowGreat Falls, VA2026-10-29
Interchange Capital Partners, LLC
2,075$225.6K0.0%GrowthLowPittsburgh, PA2026-10-28
Jacobs & Co
2,070$2250.0%GrowthLowSan Francisco, CA2026-10-09
Foster Group, Inc.
2,010$218.5K0.0%ETFVery LowUrbandale, IA2026-10-13
Park Capital Management, LLC / WI
2,000$217.4K0.1%GrowthHighMadison, WI2026-10-13
StoneX Group Inc.
1,997$218.7K0.0%ETFMediumNew York, NY2026-11-03
Creative Financial Designs Inc
1,971$214.3K0.0%ETFMediumKokomo, IN2026-11-04
North Star Investment Management Corp.
1,957$212.7K0.0%CoreLowChicago, IL2026-10-27
Facet Wealth, Inc.
1,937$210.6K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
MSH Capital Advisors LLC
1,935$210.3K0.0%CoreLowScottsdale, AZ2026-11-03
Allspring Global Investments Holdings, LLC
1,914$208.3K0.0%CoreMediumCharlotte, NC2026-11-04
Fairvoy Private Wealth, LLC
1,902$206.8K0.0%GrowthMediumBirmingham, AL2026-10-19
Signature Estate & Investment Advisors LLC
1,887$205.1K0.0%ETFMediumLos Angeles, CA2026-10-13
Sightline Wealth Advisors, LLC
1,868$203.1K0.1%ETFLowGroton, CT2026-10-21
Gibbs Wealth Management
1,854$201.5K0.0%CoreLowAlpharetta, GA2026-10-22
M Holdings Securities, Inc.
1,814$2060.0%ETFHighPortland, OR2026-11-03
Fairway Wealth LLC
1,739$189.0K0.0%ETFLowIndependence, OH2026-10-30
Realta Investment Advisors
1,710$185.9K0.1%GrowthMediumWilmington, DE2026-10-14
Hilton Head Capital Partners, LLC
1,670$181.6K0.1%CoreMediumHilton Head Island, SC2026-10-23
Gen-Wealth Partners Inc
1,630$177.2K0.0%CoreLowZeeland, MI2026-11-04
CoreCap Advisors, LLC
1,437$156.2K0.0%ETFMediumSouthfield, MI2026-10-08
Blue Trust, Inc.
1,251$136.0K0.0%ETFLowBrentwood, TN2026-10-15
Hager Investment Management Services, LLC
1,226$133.3K0.1%GrowthMediumNew London, NH2026-11-04
Private Wealth Management Group, LLC
1,218$132.4K0.0%ETFLowPrinceton, NJ2026-10-19
Archer Investment Corp
1,177$127.9K0.0%CoreMediumCarmel, IN2026-11-05
IFP Advisors, Inc
1,098$119.4K0.0%GrowthLowTampa, FL2026-10-16
William Mack & Associates, Inc.
1,013$110.1K0.0%ETFLowTroy, MI2026-10-27
Plante Moran Financial Advisors, LLC
858$93.3K0.0%ETFVery LowSouthfield, MI2026-11-04
Maseco LLP
763$83.0K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Proathlete Wealth Management LLC
694$75.4K0.0%ETFVery LowBoca Raton, FL2026-10-15
Cassaday & Co Wealth Management LLC
672$73.0K0.0%ETFVery LowMclean, VA2026-10-27
Newton One Investments LLC
670$72.8K0.0%ETFVery LowNewark, DE2026-10-14
Bell Investment Advisors, Inc
637$69.2K0.0%ETFVery LowOrinda, CA2026-10-29
Hazlett, Burt & Watson, Inc.
626$680.0%CoreVery LowWheeling, WV2026-11-04
Steph & Co
588$63.9K0.0%ETFLowMarinette, WI2026-10-07
City State Bank
586$63.7K0.0%GrowthVery LowNorwalk, IA2026-10-20
Mowery & Schoenfeld Wealth Management, LLC
513$55.8K0.1%GrowthMediumLincolnshire, IL2026-10-28
Latitude Advisors, LLC
506$55.0K0.0%ETFLowYorkville, IL2026-10-27
Root Financial Partners, LLC
458$49.8K0.0%ETFMediumEncinitas, CA2026-10-21
Nfsg Corp
455$49.5K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Capital Investment Advisory Services, LLC
452$49.1K0.0%CoreMediumRaleigh, NC2026-10-30
Bfsg, LLC
441$47.9K0.0%CoreLowIrvine, CA2026-10-30
Register Financial Advisors LLC
432$47.0K0.0%GARPLowAtlanta, GA2026-10-23
Moisand Fitzgerald Tamayo, LLC
421$45.7K0.0%ETFVery LowOrlando, FL2026-10-15
MassMutual Private Wealth & Trust, FSB
377$41.0K0.0%CoreLowSpringfield, MA2026-10-05
Dhjj Financial Advisors, Ltd.
366$39.8K0.0%ETFVery LowNaperville, IL2026-10-23
Maryland Capital Advisors Inc.
350$38.0K0.0%ETFVery LowChester, MD2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
293$31.8K0.1%GrowthMediumIndianapolis, IN2026-10-14
Insight Inv LLC
287$31.2K0.0%CoreVery LowEl Segundo, CA2026-10-27
Yankcom Partnership
269$29.2K0.0%CoreVery LowYankton, SD2026-10-15
SBI Securities Co., Ltd.
242$26.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Cullen T Bankers, Inc.
240$26.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Harbor Investment Advisory, LLC
239$26.0K0.0%GrowthLowLutherville, MD2026-10-13
Piscataqua Savings Bank
216$23.5K0.0%CoreVery LowPortsmouth, NH2026-10-21
Capital Investment Counsel, Inc
203$22.1K0.0%GrowthVery LowRaleigh, NC2026-10-20
AlphaCore Capital LLC
196$21.3K0.0%ETFLowLa Jolla, CA2026-11-04
TD Waterhouse Canada Inc.
193$21.0K0.0%CoreLowToronto, Australia2026-10-16
Trust Co of Vermont
188$20.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
Versant Capital Management, Inc
170$18.5K0.0%GARPLowPhoenix, AZ2026-10-02
Center for Financial Planning, Inc.
166$18.0K0.0%ETFLowSouthfied, MI2026-10-26
Lodestone Wealth Management LLC
164$17.8K0.0%CoreLowSpokane, WA2026-10-14
Signature Equity Partners, LLC
163$17.7K0.0%GrowthMediumColumbus, OH2026-10-29
Cdkv Holdings LLC
159$17.3K0.0%ETFMediumDenver, CO2026-10-28
Lanark Financial, Inc.
154$16.7K0.0%CoreMediumBirmingham, AL2026-10-26
Mather Group, Llc.
152$16.5K0.0%ETFMediumChicago, IL2026-10-14
Physician Wealth Advisors, Inc.
151$16.4K0.0%ETFMediumMidvale, UT2026-10-20
GGM Financial LLC
151$16.4K0.0%ETFMediumColumbus, OH2026-11-05
Northstar Asset Management Co
150$17.0K0.0%CoreVery LowBlue Bell, PA2026-10-22
Olistico Wealth, LLC
144$15.7K0.0%GrowthVery LowTulsa, OK2026-10-05
Nova Financial LLC
137$14.8K0.0%N/AN/ATucson, AZ2026-11-04
Brown, Lisle Ings, Inc.
119$12.9K0.0%CoreVery LowProvidence, RI2026-10-16
Eastern Bank
107$11.6K0.0%GrowthMediumBoston, MA2026-10-05
Silver Grove Financial Group, Inc.
96$10.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Triumph Capital Management
94$10.2K0.0%ETFMediumDenver, CO2026-10-14
Farmers & Merchants Investments Inc
86$9.3K0.0%CoreVery LowLincoln, NE2026-10-22
Toth Financial Advisory Corp
85$9.2K0.0%CoreLowLeesburg, VA2026-10-08
Washington Trust Advisors, Inc.
70$7.6K0.0%GrowthLowWellesley, MA2026-10-22
Spire Wealth Management
50$5.4K0.0%GrowthMediumMclean, VA2026-10-30
Abound Wealth Management
48$5.2K0.0%ETFVery LowFranklin, TN2026-10-26
RHL Group, LLC
44$4.8K0.0%ETFVery HighHolly, MI2026-11-04
Duncker Streett & Co Inc
42$4.6K0.0%GrowthLowSt. Louis, MO2026-10-27
Central Pacific Bank - Trust Division
32$3.5K0.0%CoreMediumHonolulu, HI2026-10-06
Fairscale Capital, LLC
24$2.7K0.0%GrowthVery LowNashua, NH2026-11-04
Compass Financial Management LLC
14$1.5K0.0%CoreN/ATampa, FL2026-10-30
Morton Brown Family Wealth, LLC
5$5440.0%ETFVery LowAllentown, PA2026-10-23
Rakuten Securities, Inc.
3$3260.0%Agg GrowthHighTokyo, Mexico2026-11-02
Trust Co
2$2640.0%ETFVery LowManhattan, KS2026-10-09