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Vanguard Russell 1000 (VONE)

CUSIP: 92206C730 | NYSE | 742 institutional holders

Quarters

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

RED Cedar Investment Management, LLC509,700
16.9% of portfolio›$175.3M
Apella Capital, LLC473,977
2.1% of portfolio›$166.3M
Citigroup Inc409,499
0.0% of portfolio›$140.9M
Flower City Capital251,479
37.0% of portfolio›$86.5M
Sherrill & Hutchins Financial Advisory, Inc152,949
25.4% of portfolio›$52.6M
Heartwood Wealth Advisors LLC149,728
4.1% of portfolio›$51.5M
Old National Bancorp106,185
0.7% of portfolio›$36.5M
Aprio Wealth Management, LLC93,069
1.5% of portfolio›$32.0M
Keybank National Association80,717
0.1% of portfolio›$27.8M
Choreo, LLC80,692
0.3% of portfolio›$27.8M
Cherrydale Wealth Management, LLC76,961
6.9% of portfolio›$26.5M
1900 Wealth Management LLC74,487
1.4% of portfolio›$25.6M
Parkside Financial Bank & Trust72,140
1.6% of portfolio›$24.8M
Stegner Investment Associates Inc.67,327
10.8% of portfolio›$23.2M
Wealth Enhancement Advisory Services, LLC65,798
0.0% of portfolio›$23.0M
Opus Capital Group, LLC62,123
0.0% of portfolio›$21.4K
Arbor Investment Advisors, LLC52,257
2.0% of portfolio›$18.0M
Cambridge Investment Research Advisors, Inc.45,295
0.0% of portfolio›$15.6K
Fort Washington Investment Advisors Inc40,642
0.1% of portfolio›$14.0M
Creative Planning33,510
0.0% of portfolio›$11.5M
Thrive Wealth Management, LLC30,433
1.3% of portfolio›$10.5M
Founders Capital Management, LLC30,204
1.5% of portfolio›$10.4M
Halbert Hargrove Global Advisors, LLC29,845
0.4% of portfolio›$10.3M
Owl Creek Wealth Partners LLC29,531
2.9% of portfolio›$10.2M
Crusonia Wealth Advisors LLC26,956
1.4% of portfolio›$9.3M
Commonwealth Equity Services, LLC26,606
0.0% of portfolio›$9.2M
Navigate Wealth Management, LLC26,574
5.7% of portfolio›$9.3M
Nova R Wealth, Inc.26,118
2.6% of portfolio›$9.0M
SoundView Advisors Inc.22,476
0.0% of portfolio›$7.7K
Precedent Wealth Partners, LLC22,427
1.2% of portfolio›$7.7M
Hapanowicz & Associates Financial Services, Inc20,308
2.2% of portfolio›$7.0M
Truist Financial Corp17,864
0.0% of portfolio›$6.1M
Lpwm LLC17,126
1.3% of portfolio›$5.9M
CMH Wealth Management LLC16,329
0.8% of portfolio›$5.6M
Aaron Wealth Advisors LLC16,027
0.3% of portfolio›$5.5M
Nadler Financial Group, Inc.11,560
0.3% of portfolio›$4.0M
Sapient Capital LLC11,291
0.1% of portfolio›$3.9M
Sachem Hill LLC11,271
0.7% of portfolio›$3.9M
Sigma Planning Corp10,963
0.1% of portfolio›$3.8M
Parallel Advisors, LLC10,235
0.0% of portfolio›$3.5M
Kestra Advisory Services, LLC9,907
0.0% of portfolio›$3.4M
Ballast Rock Private Wealth LLC9,470
1.5% of portfolio›$3.3M
Vigilare Wealth Management9,143
1.0% of portfolio›$3.1M
Enclave Advisors LLC9,051
0.4% of portfolio›$3.1M
Arsenal Capital Advisors LLC8,875
1.6% of portfolio›$3.1M
Fifth Third Wealth Advisors LLC8,715
0.1% of portfolio›$3.0M
JFS Wealth Advisors, LLC8,595
0.1% of portfolio›$3.0M
Carroll Advisory Group, LLC8,115
0.9% of portfolio›$2.8M
Flagship Harbor Advisors, LLC7,199
0.1% of portfolio›$2.5M
Lotus Asset Management LLC7,198
2.0% of portfolio›$2.5M
Wealthcare Advisory Partners LLC7,134
0.0% of portfolio›$2.5M
Landmark Wealth Management, LLC7,040
0.6% of portfolio›$2.4M
AdvisorNet Financial, Inc6,609
0.1% of portfolio›$2.3M
Parsons Capital Management Inc5,887
0.1% of portfolio›$2.0M
TD Private Client Wealth LLC5,694
0.0% of portfolio›$2.0M
Verus Wealth Management, LLC5,584
1.2% of portfolio›$1.9M
Royal Fund Management, LLC5,499
0.2% of portfolio›$1.9M
Concurrent Investment Advisors, LLC5,450
0.0% of portfolio›$1.9M
Indivisible Partners5,338
0.1% of portfolio›$1.8M
Atria Investments, Inc5,304
0.0% of portfolio›$1.8M
ETF Portfolio Partners, Inc.5,225
0.5% of portfolio›$1.8M
Vise Technologies, Inc.4,956
0.0% of portfolio›$1.7M
MGO One Seven LLC4,819
0.0% of portfolio›$1.7M
Berkshire Money Management, Inc.4,777
0.1% of portfolio›$1.6M
Anson Capital, Inc.4,594
1.0% of portfolio›$1.6M
Welch Group, LLC4,222
0.0% of portfolio›$1.5M
PFW Advisors LLC4,144
0.4% of portfolio›$1.4M
Blackston Financial Advisory Group, LLC4,107
0.8% of portfolio›$1.4M
Indiana Trust & Investment Management Co4,075
0.4% of portfolio›$1.4M
Compass Financial Group, Inc4,069
0.2% of portfolio›$1.4M
Accurate Wealth Management, LLC3,790
0.1% of portfolio›$1.3M
Foster Dykema Cabot & Partners, LLC3,634
0.1% of portfolio›$1.3M
Kestra Private Wealth Services, LLC3,622
0.0% of portfolio›$1.2M
Crane Advisory, LLC3,468
0.2% of portfolio›$1.2M
Segment Wealth Management, LLC3,424
0.1% of portfolio›$1.2M
Daymark Wealth Partners, LLC3,358
0.0% of portfolio›$1.2M
River's Edge Wealth Management, LLC3,202
0.9% of portfolio›$1.1M
Compass Wealth Management LLC3,125
0.2% of portfolio›$1.1M
Certuity, LLC3,119
0.1% of portfolio›$1.1M
Midwest Trust Co2,988
0.0% of portfolio›$1.0M
Blue Trust, Inc.2,895
0.0% of portfolio›$995.8K
Citizens Financial Group Inc2,798
0.0% of portfolio›$962.4K
BXM Wealth LLC2,707
0.5% of portfolio›$931.2K
Studio Investment Management LLC2,696
0.2% of portfolio›$927.4K
Downshift Financial, LLC2,633
0.4% of portfolio›$905.8K
Retirement Financial Solutions, LLC2,500
0.2% of portfolio›$859.9K
Michels Family Financial, LLC2,438
0.5% of portfolio›$838.6K
Modera Wealth Management, LLC2,400
0.0% of portfolio›$825.7K
Chicago Partners Investment Group LLC2,295
0.0% of portfolio›$788.3K
HB Wealth Management, LLC2,211
0.0% of portfolio›$760.5K
Park Avenue Securities LLC2,211
0.0% of portfolio›$761
Avior Wealth Management, LLC2,103
0.0% of portfolio›$723.4K
Next Level Wealth Planning, LLC2,100
0.3% of portfolio›$722.4K
Highland Financial Advisors, LLC2,050
0.2% of portfolio›$705.2K
Spectrum Asset Management, Inc. (NB )2,009
0.2% of portfolio›$691.1K
Ullmann Wealth Partners Group, LLC1,930
0.1% of portfolio›$663.9K
Retirement Planning Group, LLC1,910
0.0% of portfolio›$657.0K
Base Wealth Management LLC1,908
0.3% of portfolio›$656.4K
Assetmark, Inc1,678
0.0% of portfolio›$577.2K
McKinley Carter Wealth Services, Inc.1,630
0.0% of portfolio›$560.7K
Fulton Bank, N.A.1,615
0.0% of portfolio›$555.6K
Narwhal Capital Management1,568
0.0% of portfolio›$539.4K
B. Riley Wealth Advisors, Inc.1,555
0.0% of portfolio›$534.8K
GC Wealth Management RIA, LLC1,524
0.0% of portfolio›$524.3K
M Holdings Securities, Inc.1,476
0.0% of portfolio›$502
Oakworth Capital, Inc.1,404
0.0% of portfolio›$483.0K
AA Financial Advisors, LLC1,388
0.1% of portfolio›$477.4K
W Advisors, LLC1,377
0.2% of portfolio›$473.7K
Destiny Wealth Partners, LLC1,375
0.0% of portfolio›$467.8K
Alliance Private Wealth, LLC1,351
0.2% of portfolio›$464.7K
Wilkins Investment Counsel Inc1,340
0.1% of portfolio›$461.0K
Oppenheimer & Co Inc1,339
0.0% of portfolio›$460.6K
Fifth Third Securities, Inc.1,320
0.0% of portfolio›$454.1K
Goelzer Investment Management, Inc.1,301
0.0% of portfolio›$447.6K
BIP Wealth, LLC1,296
0.0% of portfolio›$445.8K
Cooper S Advisors, LLC1,285
0.2% of portfolio›$442.0K
Deroy & Devereaux Private Investment Counsel Inc1,270
0.0% of portfolio›$437
Tlwm1,237
0.1% of portfolio›$425.5K
Tranquility Partners, LLC1,204
0.1% of portfolio›$414.2K
Wilmington Savings Fund Society, FSB1,200
0.0% of portfolio›$412.8K
West Branch Capital LLC1,177
0.1% of portfolio›$404.9K
Mather Group, Llc.1,168
0.0% of portfolio›$401.6K
Williams & Novak Wealth Management, LLC1,137
0.2% of portfolio›$391.2K
Nemes Rush Group LLC1,133
0.0% of portfolio›$389.8K
KTF Investments, LLC1,132
0.0% of portfolio›$389.4K
Aerodigm Wealth, LLC1,130
0.1% of portfolio›$388.7K
Simplicity Wealth,LLC1,103
0.0% of portfolio›$379.5K
Zenith Solutions, Inc.1,090
0.3% of portfolio›$374.9K
Cyndeo Wealth Partners, LLC1,087
0.0% of portfolio›$373.8K
Prospera Capital Management, LLC1,084
0.1% of portfolio›$372.9K
Farther Finance Advisors, LLC1,082
0.0% of portfolio›$372.2K
Prospera Financial Services Inc1,035
0.0% of portfolio›$355.2K
Global Strategic Investment Solutions, LLC1,028
0.0% of portfolio›$353.6K
Heritage Family Offices, LLP1,002
0.1% of portfolio›$344.7K
Ellis Investment Partners, LLC980
0.1% of portfolio›$337.5K
TD Waterhouse Canada Inc.942
0.0% of portfolio›$325.0K
CoreCap Advisors, LLC915
0.0% of portfolio›$314.9K
Redhawk Wealth Advisors, Inc.910
0.0% of portfolio›$313.2K
Snider Financial Group905
0.1% of portfolio›$311.3K
MMA Asset Management LLC900
0.1% of portfolio›$309.6K
Hazlett, Burt & Watson, Inc.896
0.0% of portfolio›$307
One Day In July LLC892
0.0% of portfolio›$306.8K
Advisory Solutions Group, LLC883
0.1% of portfolio›$303.8K
Northwest Wealth Advisors, LLC881
0.1% of portfolio›$303.0K
Emergent Wealth Advisors, LLC865
0.2% of portfolio›$297.6K
Private Management Group Inc844
0.0% of portfolio›$290.3K
Stanich Group LLC841
0.1% of portfolio›$289.3K
Aspiriant, LLC835
0.0% of portfolio›$287.2K
Brookstone Capital Management825
0.0% of portfolio›$283.7K
Solidarity Wealth, LLC824
0.0% of portfolio›$283.5K
Abacus Planning Group, Inc.807
0.0% of portfolio›$277.6K
Berkeley, Inc806
0.1% of portfolio›$277.3K
Matauro, LLC795
0.0% of portfolio›$273.5K
Inspirion Wealth Advisors, LLC787
0.0% of portfolio›$270.7K
S.E.E.D. Planning Group LLC772
0.1% of portfolio›$265.6K
Fragasso Financial Advisors Inc768
0.0% of portfolio›$270.0K
Capital Investment Advisory Services, LLC767
0.0% of portfolio›$263.7K
Beaumont Asset Management, L.L.C.748
0.1% of portfolio›$257.3K
Tenzing Financial LLC745
0.2% of portfolio›$257.7K
Adirondack Trust Co734
0.1% of portfolio›$252.5K
Intrua Financial, LLC696
0.0% of portfolio›$239.4K
Lido Advisors, LLC691
0.0% of portfolio›$237.9K
DeLarme Wealth Management, Inc.679
0.1% of portfolio›$233.6K
OpenArc Corporate Advisory, LLC675
0.0% of portfolio›$232.4K
American Capital Advisory, LLC655
0.1% of portfolio›$225.2K
Sowell Financial Services LLC652
0.0% of portfolio›$224.3K
Access Investment Management LLC642
0.1% of portfolio›$220.8K
Postrock Partners LLC630
0.1% of portfolio›$216.7K
Belvedere Trading LLC625
0.0% of portfolio›$215.0K
Everett Harris & Co625
0.0% of portfolio›$215.0K
DT Investment Partners, LLC621
0.0% of portfolio›$213.6K
RDA Financial Network596
0.0% of portfolio›$205.0K
JIM Saulnier & Associates, LLC590
0.1% of portfolio›$202.9K
Financial Management Professionals, Inc.569
0.0% of portfolio›$195.7K
Ashton Thomas Private Wealth, LLC547
0.0% of portfolio›$188.2K
Cullen T Bankers, Inc.507
0.0% of portfolio›$174.4K
SBI Securities Co., Ltd.254
0.0% of portfolio›$87.4K
Root Financial Partners, LLC156
0.0% of portfolio›$53.8K
Ashton Thomas Securities, LLC155
0.0% of portfolio›$53.3K
Biltmore Family Office, LLC133
0.0% of portfolio›$45.8K
Ascentis Independent Advisors108
0.0% of portfolio›$37.2K
AlphaCore Capital LLC105
0.0% of portfolio›$36.1K
Farmers & Merchants Investments Inc100
0.0% of portfolio›$34.4K
Simplex Trading, LLC68
0.0% of portfolio›$23.4K
Elevation Wealth Partners, LLC61
0.0% of portfolio›$21.0K
Comprehensive Financial Planning, Inc.51
0.0% of portfolio›$17.5K
City State Bank35
0.0% of portfolio›$12.0K
Trust Co of Vermont33
0.0% of portfolio›$11.4K
Central Pacific Bank - Trust Division31
0.0% of portfolio›$10.7K
Tounjian Advisory Partners, LLC25
0.0% of portfolio›$8.6K
Center for Financial Planning, Inc.25
0.0% of portfolio›$8.6K
Maseco LLP24
0.0% of portfolio›$8.3K
Capital Advisors, Ltd. LLC24
0.0% of portfolio›$8
Kings Path Partners LLC21
0.0% of portfolio›$7.2K
Nfsg Corp20
0.0% of portfolio›$6.9K
Abound Wealth Management15
0.0% of portfolio›$5.2K
Trust Co13
0.0% of portfolio›$4.5K
Pflug Koory, LLC12
0.0% of portfolio›$4.2K
Signaturefd, LLC6
0.0% of portfolio›$2.1K
Balance Wealth Partners LLC3
0.0% of portfolio›$1.0K
Friedenthal Financial2
0.0% of portfolio›$701
StyleTurnoverLocationFiled
RED Cedar Investment Management, LLC
509,700$175.3M16.9%ETFLowGrand Rapids, MI2026-11-04
Apella Capital, LLC
473,977$166.3M2.1%ETFVery LowWest Hartford, CT2026-10-08
Citigroup Inc
409,499$140.9M0.0%CoreMediumNew York, NY2026-11-04
Flower City Capital
251,479$86.5M37.0%ETFVery LowPittsford, NY2026-10-15
Sherrill & Hutchins Financial Advisory, Inc
152,949$52.6M25.4%ETFVery LowAtlanta, GA2026-10-14
Heartwood Wealth Advisors LLC
149,728$51.5M4.1%ETFLowRichmond, VA2026-10-05
Old National Bancorp
106,185$36.5M0.7%CoreLowEvansville, IN2026-10-20
Aprio Wealth Management, LLC
93,069$32.0M1.5%ETFMediumAtlanta, GA2026-10-28
Keybank National Association
80,717$27.8M0.1%CoreLowBrooklyn, OH2026-11-04
Choreo, LLC
80,692$27.8M0.3%IndexLowRockford, IL2026-10-28
Cherrydale Wealth Management, LLC
76,961$26.5M6.9%ETFVery LowMontclair, NJ2026-10-20
1900 Wealth Management LLC
74,487$25.6M1.4%ETFLowSan Antonio, TX2026-10-13
Parkside Financial Bank & Trust
72,140$24.8M1.6%CoreVery LowSaint Louis, MO2026-10-27
Stegner Investment Associates Inc.
67,327$23.2M10.8%ETFVery LowLouisville, KY2026-10-15
Wealth Enhancement Advisory Services, LLC
65,798$23.0M0.0%CoreLowPlymouth, MN2026-10-13
Opus Capital Group, LLC
62,123$21.4K0.0%ETFVery LowCincinnati, OH2026-10-30
Arbor Investment Advisors, LLC
52,257$18.0M2.0%ETFVery LowWinston Salem, NC2026-10-26
Cambridge Investment Research Advisors, Inc.
45,295$15.6K0.0%ETFLowFairfield, IA2026-11-02
Fort Washington Investment Advisors Inc
40,642$14.0M0.1%CoreLowCincinnati, OH2026-10-15
Creative Planning
33,510$11.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Thrive Wealth Management, LLC
30,433$10.5M1.3%ETFVery LowAudubon, PA2026-10-13
Founders Capital Management, LLC
30,204$10.4M1.5%CoreVery LowHartford, CT2026-10-23
Halbert Hargrove Global Advisors, LLC
29,845$10.3M0.4%ETFLowLong Beach, CA2026-10-16
Owl Creek Wealth Partners LLC
29,531$10.2M2.9%IndexLowGreenwood Village, CO2026-10-20
Crusonia Wealth Advisors LLC
26,956$9.3M1.4%ETFVery LowDenver, CO2026-10-26
Commonwealth Equity Services, LLC
26,606$9.2M0.0%ETFLowWaltham, MA2026-11-02
Navigate Wealth Management, LLC
26,574$9.3M5.7%ETFLowBirmingham, AL2026-10-14
Nova R Wealth, Inc.
26,118$9.0M2.6%ETFLowOverland Park, KS2026-10-26
SoundView Advisors Inc.
22,476$7.7K0.0%ETFMediumOlympia, WA2026-11-04
Precedent Wealth Partners, LLC
22,427$7.7M1.2%ETFMediumHouston, TX2026-10-21
Hapanowicz & Associates Financial Services, Inc
20,308$7.0M2.2%ETFVery LowPittsburgh, PA2026-10-29
Truist Financial Corp
17,864$6.1M0.0%CoreLowCharlotte, NC2026-10-30
Lpwm LLC
17,126$5.9M1.3%ETFMediumMinneapolis, MN2026-10-20
CMH Wealth Management LLC
16,329$5.6M0.8%GrowthLowPortsmouth, NH2026-10-22
Aaron Wealth Advisors LLC
16,027$5.5M0.3%GrowthMediumChicago, IL2026-10-13
Nadler Financial Group, Inc.
11,560$4.0M0.3%ETFVery LowDeerfield, IL2026-10-23
Sapient Capital LLC
11,291$3.9M0.1%GrowthMediumIndianapolis, IN2026-10-08
Sachem Hill LLC
11,271$3.9M0.7%ETFVery LowDenver, CO2026-10-14
Sigma Planning Corp
10,963$3.8M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Parallel Advisors, LLC
10,235$3.5M0.0%IndexLowSan Francisco, CA2026-11-03
Kestra Advisory Services, LLC
9,907$3.4M0.0%CoreLowAustin, TX2026-11-02
Ballast Rock Private Wealth LLC
9,470$3.3M1.5%ETFMediumCharleston, SC2026-10-26
Vigilare Wealth Management
9,143$3.1M1.0%ETFHighScottsdale, AZ2026-10-29
Enclave Advisors LLC
9,051$3.1M0.4%ETFMediumAustin, TX2026-10-14
Arsenal Capital Advisors LLC
8,875$3.1M1.6%GrowthLowConshohocken, PA2026-11-02
Fifth Third Wealth Advisors LLC
8,715$3.0M0.1%IndexVery LowCincinnati, OH2026-10-22
JFS Wealth Advisors, LLC
8,595$3.0M0.1%ETFVery LowHermitage, PA2026-11-03
Carroll Advisory Group, LLC
8,115$2.8M0.9%ETFVery LowTexarkana, TX2026-10-16
Flagship Harbor Advisors, LLC
7,199$2.5M0.1%ETFMediumBoston, MA2026-10-26
Lotus Asset Management LLC
7,198$2.5M2.0%ETFN/ANashville, TN2026-10-14
Wealthcare Advisory Partners LLC
7,134$2.5M0.0%ETFLowWest Chester, PA2026-10-21
Landmark Wealth Management, LLC
7,040$2.4M0.6%ETFVery LowMelville, NY2026-11-03
AdvisorNet Financial, Inc
6,609$2.3M0.1%ETFLowMinnetonka, MN2026-10-15
Parsons Capital Management Inc
5,887$2.0M0.1%CoreLowProvidence, RI2026-10-28
TD Private Client Wealth LLC
5,694$2.0M0.0%ETFLowNew York, NY2026-10-28
Verus Wealth Management, LLC
5,584$1.9M1.2%ETFLowDe Pere, WI2026-10-13
Royal Fund Management, LLC
5,499$1.9M0.2%GrowthMediumLady Lake, FL2026-10-22
Concurrent Investment Advisors, LLC
5,450$1.9M0.0%GrowthMediumTampa, FL2026-10-16
Indivisible Partners
5,338$1.8M0.1%GrowthMediumClearwater, FL2026-10-26
Atria Investments, Inc
5,304$1.8M0.0%CoreMediumCharlotte, NC2026-10-15
ETF Portfolio Partners, Inc.
5,225$1.8M0.5%ETFVery LowLeawood, KS2026-10-22
Vise Technologies, Inc.
4,956$1.7M0.0%IndexLowNew York, NY2026-10-29
MGO One Seven LLC
4,819$1.7M0.0%GrowthLowBeachwood, OH2026-10-28
Berkshire Money Management, Inc.
4,777$1.6M0.1%ETFMediumDalton, MA2026-10-21
Anson Capital, Inc.
4,594$1.6M1.0%ETFLowTyrone, GA2026-10-23
Welch Group, LLC
4,222$1.5M0.0%CoreVery LowBirmingham, AL2026-10-29
PFW Advisors LLC
4,144$1.4M0.4%CoreLowAtlanta, GA2026-10-07
Blackston Financial Advisory Group, LLC
4,107$1.4M0.8%ETFLowThe Villages, FL2026-11-04
Indiana Trust & Investment Management Co
4,075$1.4M0.4%GrowthLowMishawaka, IN2026-10-22
Compass Financial Group, Inc
4,069$1.4M0.2%ETFVery LowSioux Falls, SD2026-10-13
Accurate Wealth Management, LLC
3,790$1.3M0.1%CoreMediumWesley Chapel, FL2026-10-20
Foster Dykema Cabot & Partners, LLC
3,634$1.3M0.1%GrowthLowWaltham, MA2026-10-30
Kestra Private Wealth Services, LLC
3,622$1.2M0.0%GrowthLowAustin, TX2026-10-30
Crane Advisory, LLC
3,468$1.2M0.2%ETFVery LowFullerton, CA2026-10-13
Segment Wealth Management, LLC
3,424$1.2M0.1%CoreLowHouston, TX2026-10-26
Daymark Wealth Partners, LLC
3,358$1.2M0.0%CoreLowCincinnati, OH2026-11-04
River's Edge Wealth Management, LLC
3,202$1.1M0.9%ETFVery LowBeaver, PA2026-10-19
Compass Wealth Management LLC
3,125$1.1M0.2%GARPLowGuilford, CT2026-10-22
Certuity, LLC
3,119$1.1M0.1%GARPLowNorth Palm Beach, FL2026-11-02
Midwest Trust Co
2,988$1.0M0.0%CoreLowOverland Park, KS2026-10-22
Blue Trust, Inc.
2,895$995.8K0.0%ETFLowBrentwood, TN2026-10-15
Citizens Financial Group Inc
2,798$962.4K0.0%GrowthLowProvidence, RI2026-10-23
BXM Wealth LLC
2,707$931.2K0.5%GrowthLowEnglewood, CO2026-11-03
Studio Investment Management LLC
2,696$927.4K0.2%ETFLowChicago, IL2026-10-22
Downshift Financial, LLC
2,633$905.8K0.4%ETFLowBoulder, CO2026-10-13
Retirement Financial Solutions, LLC
2,500$859.9K0.2%ETFMediumKnoxville, TN2026-10-20
Michels Family Financial, LLC
2,438$838.6K0.5%ETFLowFort Worth, TX2026-11-02
Modera Wealth Management, LLC
2,400$825.7K0.0%ETFVery LowWestwood, NJ2026-10-28
Chicago Partners Investment Group LLC
2,295$788.3K0.0%GARPLowChicago, IL2026-10-27
HB Wealth Management, LLC
2,211$760.5K0.0%IndexVery LowAtlanta, GA2026-10-23
Park Avenue Securities LLC
2,211$7610.0%ETFMediumNew York, NY2026-10-26
Avior Wealth Management, LLC
2,103$723.4K0.0%ETFMediumOmaha, NE2026-10-13
Next Level Wealth Planning, LLC
2,100$722.4K0.3%ETFVery LowMeridian, ID2026-10-29
Highland Financial Advisors, LLC
2,050$705.2K0.2%ETFVery LowWayne, NJ2026-10-19
Spectrum Asset Management, Inc. (NB )
2,009$691.1K0.2%CoreMediumNewport Beach, CA2026-10-19
Ullmann Wealth Partners Group, LLC
1,930$663.9K0.1%ETFLowJacksonville Beach, FL2026-11-02
Retirement Planning Group, LLC
1,910$657.0K0.0%ETFVery LowLeawood, KS2026-10-19
Base Wealth Management LLC
1,908$656.4K0.3%ETFMediumLakewood Ranch, FL2026-10-21
Assetmark, Inc
1,678$577.2K0.0%ETFLowConcord, CA2026-10-21
McKinley Carter Wealth Services, Inc.
1,630$560.7K0.0%ETFMediumWheeling, WV2026-10-16
Fulton Bank, N.A.
1,615$555.6K0.0%CoreLowLancaster, PA2026-10-14
Narwhal Capital Management
1,568$539.4K0.0%CoreLowMarietta, GA2026-11-04
B. Riley Wealth Advisors, Inc.
1,555$534.8K0.0%GrowthLowMemphis, TN2026-10-13
GC Wealth Management RIA, LLC
1,524$524.3K0.0%GrowthMediumCambridge, MA2026-11-02
M Holdings Securities, Inc.
1,476$5020.0%ETFHighPortland, OR2026-11-03
Oakworth Capital, Inc.
1,404$483.0K0.0%ETFLowBirmingham, AL2026-10-26
AA Financial Advisors, LLC
1,388$477.4K0.1%ETFMediumColumbus, OH2026-10-19
W Advisors, LLC
1,377$473.7K0.2%CoreLowGermantown, TN2026-11-02
Destiny Wealth Partners, LLC
1,375$467.8K0.0%ETFMediumTavares, FL2026-11-05
Alliance Private Wealth, LLC
1,351$464.7K0.2%ETFVery LowNorth Reading, MA2026-10-20
Wilkins Investment Counsel Inc
1,340$461.0K0.1%ValueLowBoston, MA2026-11-03
Oppenheimer & Co Inc
1,339$460.6K0.0%CoreLowNew York, NY2026-10-26
Fifth Third Securities, Inc.
1,320$454.1K0.0%ETFLowCincinnati, OH2026-10-21
Goelzer Investment Management, Inc.
1,301$447.6K0.0%GrowthLowCarmel, IN2026-10-16
BIP Wealth, LLC
1,296$445.8K0.0%ETFMediumAtlanta, GA2026-10-22
Cooper S Advisors, LLC
1,285$442.0K0.2%ETFLowVictor, NY2026-11-03
Deroy & Devereaux Private Investment Counsel Inc
1,270$4370.0%ValueMediumBloomfield Hills, MI2026-10-26
Tlwm
1,237$425.5K0.1%ETFLowSan Antonio, TX2026-10-09
Tranquility Partners, LLC
1,204$414.2K0.1%CoreLowBrentwood, TN2026-10-20
Wilmington Savings Fund Society, FSB
1,200$412.8K0.0%CoreLowWilmington, DE2026-10-23
West Branch Capital LLC
1,177$404.9K0.1%GrowthVery LowAmherst, MA2026-10-20
Mather Group, Llc.
1,168$401.6K0.0%ETFMediumChicago, IL2026-10-14
Williams & Novak Wealth Management, LLC
1,137$391.2K0.2%ETFMediumWestlake Village, CA2026-10-09
Nemes Rush Group LLC
1,133$389.8K0.0%CoreVery LowNovi, MI2026-11-04
KTF Investments, LLC
1,132$389.4K0.0%GrowthLowSeal Beach, CA2026-10-23
Aerodigm Wealth, LLC
1,130$388.7K0.1%ETFLowLake Oswego, OR2026-10-16
Simplicity Wealth,LLC
1,103$379.5K0.0%ETFLowSummit, NJ2026-10-23
Zenith Solutions, Inc.
1,090$374.9K0.3%ETFN/APhiladelphia, PA2026-10-19
Cyndeo Wealth Partners, LLC
1,087$373.8K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Prospera Capital Management, LLC
1,084$372.9K0.1%ETFVery LowGilbert, AZ2026-10-19
Farther Finance Advisors, LLC
1,082$372.2K0.0%IndexLowSan Francisco, CA2026-10-08
Prospera Financial Services Inc
1,035$355.2K0.0%CoreMediumDallas, TX2026-11-04
Global Strategic Investment Solutions, LLC
1,028$353.6K0.0%ETFLowScottsdale, AZ2026-10-16
Heritage Family Offices, LLP
1,002$344.7K0.1%GrowthHighScottsdale, AZ2026-11-02
Ellis Investment Partners, LLC
980$337.5K0.1%ETFLowBerwyn, PA2026-10-21
TD Waterhouse Canada Inc.
942$325.0K0.0%CoreLowToronto, Australia2026-10-16
CoreCap Advisors, LLC
915$314.9K0.0%ETFMediumSouthfield, MI2026-10-08
Redhawk Wealth Advisors, Inc.
910$313.2K0.0%ETFHighMinneapolis, MN2026-10-14
Snider Financial Group
905$311.3K0.1%GrowthLowBellevue, WA2026-10-16
MMA Asset Management LLC
900$309.6K0.1%ETFMediumNew York, NY2026-11-02
Hazlett, Burt & Watson, Inc.
896$3070.0%CoreVery LowWheeling, WV2026-11-04
One Day In July LLC
892$306.8K0.0%ETFVery LowBurlington, VT2026-10-30
Advisory Solutions Group, LLC
883$303.8K0.1%ETFN/APlymouth, MN2026-10-14
Northwest Wealth Advisors, LLC
881$303.0K0.1%ETFVery LowBellingham, WA2026-11-02
Emergent Wealth Advisors, LLC
865$297.6K0.2%ETFMediumWilliamsville, NY2026-10-09
Private Management Group Inc
844$290.3K0.0%YieldLowIrvine, CA2026-11-04
Stanich Group LLC
841$289.3K0.1%ETFVery LowMontauk, NY2026-10-16
Aspiriant, LLC
835$287.2K0.0%ETFVery LowLos Angeles, CA2026-10-16
Brookstone Capital Management
825$283.7K0.0%ETFMediumWheaton, IL2026-10-22
Solidarity Wealth, LLC
824$283.5K0.0%CoreMediumLehi, UT2026-10-15
Abacus Planning Group, Inc.
807$277.6K0.0%ETFLowColumbia, SC2026-11-02
Berkeley, Inc
806$277.3K0.1%CoreLowBoise, ID2026-10-20
Matauro, LLC
795$273.5K0.0%ETFLowNew York, NY2026-11-03
Inspirion Wealth Advisors, LLC
787$270.7K0.0%ETFMediumLibertyville, IL2026-10-09
S.E.E.D. Planning Group LLC
772$265.6K0.1%CoreMediumBinghamton, NY2026-10-07
Fragasso Financial Advisors Inc
768$270.0K0.0%ETFLowSewickley, PA2026-10-13
Capital Investment Advisory Services, LLC
767$263.7K0.0%CoreMediumRaleigh, NC2026-10-30
Beaumont Asset Management, L.L.C.
748$257.3K0.1%ETFLowBeaumont, TX2026-10-16
Tenzing Financial LLC
745$257.7K0.2%ETFVery LowWilliamsburg, VA2026-11-03
Adirondack Trust Co
734$252.5K0.1%GrowthLowSaratoga Springs, NY2026-10-14
Intrua Financial, LLC
696$239.4K0.0%ETFMediumHouston, TX2026-10-28
Lido Advisors, LLC
691$237.9K0.0%GrowthLowLos Angeles, CA2026-11-04
DeLarme Wealth Management, Inc.
679$233.6K0.1%ETFVery LowPalos Verdes Estates, CA2026-10-30
OpenArc Corporate Advisory, LLC
675$232.4K0.0%GrowthLowAtlanta, GA2026-10-21
American Capital Advisory, LLC
655$225.2K0.1%ETFLowKetchum, ID2026-10-28
Sowell Financial Services LLC
652$224.3K0.0%CoreLowNorth Little Rock, AR2026-10-23
Access Investment Management LLC
642$220.8K0.1%Deep ValueLowAtlanta, GA2026-10-23
Postrock Partners LLC
630$216.7K0.1%CoreVery LowOverland Park, KS2026-11-02
Belvedere Trading LLC
625$215.0K0.0%Agg GrowthVery HighChicago, IL2026-11-05
Everett Harris & Co
625$215.0K0.0%CoreVery LowLos Angeles, CA2026-10-28
DT Investment Partners, LLC
621$213.6K0.0%ETFVery LowChadds Ford, PA2026-10-27
RDA Financial Network
596$205.0K0.0%GrowthMediumAkron, IA2026-10-15
JIM Saulnier & Associates, LLC
590$202.9K0.1%ETFLowFort Collins, CO2026-11-04
Financial Management Professionals, Inc.
569$195.7K0.0%ETFMediumAustin, TX2026-10-23
Ashton Thomas Private Wealth, LLC
547$188.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Cullen T Bankers, Inc.
507$174.4K0.0%GrowthLowSan Antonio, TX2026-10-28
SBI Securities Co., Ltd.
254$87.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Root Financial Partners, LLC
156$53.8K0.0%ETFMediumEncinitas, CA2026-10-21
Ashton Thomas Securities, LLC
155$53.3K0.0%ETFMediumRochester, NY2026-10-26
Biltmore Family Office, LLC
133$45.8K0.0%GrowthLowCharlotte, NC2026-11-03
Ascentis Independent Advisors
108$37.2K0.0%ETFLowDallas, TX2026-11-03
AlphaCore Capital LLC
105$36.1K0.0%ETFLowLa Jolla, CA2026-11-04
Farmers & Merchants Investments Inc
100$34.4K0.0%CoreVery LowLincoln, NE2026-10-22
Simplex Trading, LLC
68$23.4K0.0%CoreVery HighChicago, IL2026-11-04
Elevation Wealth Partners, LLC
61$21.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Comprehensive Financial Planning, Inc.
51$17.5K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
City State Bank
35$12.0K0.0%GrowthVery LowNorwalk, IA2026-10-20
Trust Co of Vermont
33$11.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
Central Pacific Bank - Trust Division
31$10.7K0.0%CoreMediumHonolulu, HI2026-10-06
Tounjian Advisory Partners, LLC
25$8.6K0.0%GrowthHighFort Myers, FL2026-11-04
Center for Financial Planning, Inc.
25$8.6K0.0%ETFLowSouthfied, MI2026-10-26
Maseco LLP
24$8.3K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Capital Advisors, Ltd. LLC
24$80.0%ETFLowShaker Heights, OH2026-10-27
Kings Path Partners LLC
21$7.2K0.0%ETFVery LowSugar Land, TX2026-10-21
Nfsg Corp
20$6.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Abound Wealth Management
15$5.2K0.0%ETFVery LowFranklin, TN2026-10-26
Trust Co
13$4.5K0.0%ETFVery LowManhattan, KS2026-10-09
Pflug Koory, LLC
12$4.2K0.0%CoreVery LowOmaha, NE2026-10-26
Signaturefd, LLC
6$2.1K0.0%IndexLowAtlanta, GA2026-10-23
Balance Wealth Partners LLC
3$1.0K0.0%ETFMediumWorthington, OH2026-10-27
Friedenthal Financial
2$7010.0%ETFHighMarlton, NJ2026-10-27