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Vanguard Mortgage-Backed SEC (VMBS)

CUSIP: 92206C771 | NYSE | 1827 institutional holders

Quarters

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

Mather Group, Llc.9,467,666
3.6% of portfolio›$420.5M
Assetmark, Inc9,037,819
0.7% of portfolio›$401.4M
TD Private Client Wealth LLC5,992,091
4.8% of portfolio›$266.1M
Keybank National Association2,411,808
0.3% of portfolio›$107.1M
First Interstate Bank1,483,366
3.5% of portfolio›$65.9M
Cambridge Investment Research Advisors, Inc.1,313,200
0.0% of portfolio›$58.3K
Bell Investment Advisors, Inc1,104,218
7.2% of portfolio›$49.0M
Cantor Fitzgerald Investment Advisors L.P.1,064,853
2.6% of portfolio›$47.3M
Bell Bank1,029,972
1.7% of portfolio›$45.7M
Angeles Investment Advisors, LLC950,270
2.5% of portfolio›$42.2M
Kestra Investment Management, LLC943,470
0.8% of portfolio›$41.9M
Truist Financial Corp906,930
0.0% of portfolio›$40.3M
Courier Capital LLC841,294
1.8% of portfolio›$37.4M
Wealth Enhancement Advisory Services, LLC832,530
0.1% of portfolio›$37.0M
Diversify Wealth Management, LLC762,988
0.5% of portfolio›$34.3M
Diversify Advisory Services, LLC762,988
0.5% of portfolio›$34.3M
Evergreen Advisors, LLC725,217
6.9% of portfolio›$32.2M
Employees' Retirement Fund of the City of Fort Worth652,168
10.6% of portfolio›$29.0M
SeaBridge Investment Advisors LLC520,525
3.1% of portfolio›$23.1M
Power Wealth Management LLC515,524
7.7% of portfolio›$22.9M
Intelligence Driven Advisers, LLC478,271
3.7% of portfolio›$21.2M
Onyx Bridge Wealth Group LLC474,533
1.9% of portfolio›$21.1M
Hamilton Capital, LLC470,933
1.2% of portfolio›$20.9M
Clark Asset Management, LLC464,454
1.5% of portfolio›$20.6M
Sofi Wealth, LLC448,250
0.8% of portfolio›$19.9M
RKL Wealth Management LLC445,308
1.6% of portfolio›$19.8M
Quantum Financial Advisors, LLC435,391
1.9% of portfolio›$19.3M
Whitcomb & Hess, Inc.432,362
4.1% of portfolio›$19.2M
Kestra Advisory Services, LLC429,851
0.1% of portfolio›$19.1M
United Asset Strategies, Inc.412,887
1.3% of portfolio›$18.3M
Connecticut Wealth Management, LLC412,798
0.7% of portfolio›$18.3M
Insight Wealth Strategies, LLC397,559
1.7% of portfolio›$17.7M
Lido Advisors, LLC396,225
0.0% of portfolio›$17.6M
Acropolis Investment Management, LLC386,372
0.7% of portfolio›$17.2M
Old National Bancorp380,159
0.3% of portfolio›$16.9M
Family CFO Inc368,309
6.3% of portfolio›$16.4M
eCIO, Inc.360,152
5.5% of portfolio›$16.0M
1834 Investment Advisors Co347,655
1.7% of portfolio›$15.4M
Robinswood Financial LLC346,656
4.8% of portfolio›$15.5M
MGO One Seven LLC341,543
0.2% of portfolio›$15.2M
Websterrogers Financial Advisors, LLC334,174
3.9% of portfolio›$14.8M
Allspring Global Investments Holdings, LLC330,629
0.0% of portfolio›$14.6M
Woodard & Co Asset Management Group Inc324,282
2.1% of portfolio›$14.4M
Sterling Investment Management, LLC311,086
7.5% of portfolio›$13.8M
Level Financial Advisors310,725
3.0% of portfolio›$13.8M
First National Trust Co296,746
0.5% of portfolio›$13.2M
Mitsubishi UFJ Asset Management Co., Ltd.265,850
0.0% of portfolio›$11.8M
United Capital Management of KS, Inc.245,997
1.4% of portfolio›$10.9M
Dynamic Wealth Strategies, LLC241,962
5.7% of portfolio›$10.7M
Commonwealth Equity Services, LLC239,763
0.0% of portfolio›$10.6M
PFG Advisors221,028
0.5% of portfolio›$9.8M
Mendota Financial Group, LLC220,376
6.1% of portfolio›$9.8M
EverSource Wealth Advisors, LLC212,002
0.3% of portfolio›$9.4M
Atria Investments, Inc208,327
0.1% of portfolio›$9.3M
VCI Wealth Management LLC206,493
2.2% of portfolio›$9.2M
Triad Wealth Partners, LLC198,987
0.5% of portfolio›$8.8M
Perigon Wealth Management, LLC195,479
0.1% of portfolio›$8.7M
rebel Financial LLC194,971
3.5% of portfolio›$8.7M
SWS Partners190,342
1.8% of portfolio›$8.5M
Cravens & Co Advisors, LLC190,224
5.7% of portfolio›$8.4M
MassMutual Private Wealth & Trust, FSB188,884
0.2% of portfolio›$8.4M
Marion Wealth Management183,950
1.6% of portfolio›$8.2M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors183,732
0.4% of portfolio›$8.2M
Vise Technologies, Inc.182,859
0.1% of portfolio›$8.1M
Greenwood Capital Associates LLC168,813
0.7% of portfolio›$7.5M
Premier Path Wealth Partners, LLC168,642
0.9% of portfolio›$7.5M
Strategic Blueprint, LLC167,703
0.4% of portfolio›$7.4M
Brookstone Capital Management164,010
0.1% of portfolio›$7.3M
Parr Mcknight Wealth Management Group, LLC161,540
0.8% of portfolio›$7.2M
Simon Quick Advisors, LLC161,379
0.3% of portfolio›$7.2M
Prospera Financial Services Inc158,129
0.1% of portfolio›$7.2M
Connecticut Capital Management Group, LLC156,058
5.6% of portfolio›$6.9M
SigFig Wealth Management, LLC150,631
0.2% of portfolio›$6.7M
Bay Harbor Wealth Management, LLC150,057
1.5% of portfolio›$6.7M
Pinnacle Wealth Management Group, Inc.148,886
3.0% of portfolio›$6.6M
Hobart Private Capital, LLC146,301
1.1% of portfolio›$6.5M
Farther Finance Advisors, LLC145,062
0.0% of portfolio›$6.4M
Unison Advisors LLC143,405
0.4% of portfolio›$6.4M
Prudent Man Advisors, LLC130,500
1.4% of portfolio›$5.8M
Signal Advisors Wealth, LLC123,035
0.2% of portfolio›$5.5M
Seneca Financial Advisors LLC121,977
1.4% of portfolio›$5.4M
First Financial Bank - Trust Division118,428
0.4% of portfolio›$5.3M
Leuthold Group, LLC117,868
0.5% of portfolio›$5.2M
Elevation Point Wealth Partners, LLC112,421
0.1% of portfolio›$5.0M
Accurate Wealth Management, LLC111,960
0.4% of portfolio›$5.0M
Sage Rhino Capital LLC109,077
0.8% of portfolio›$4.8M
Forthright Family Wealth Advisory LLC105,456
2.7% of portfolio›$4.7M
Leeward Financial Partners, LLC102,497
1.2% of portfolio›$4.6M
Security Benefit Life Insurance Co100,000
5.4% of portfolio›$4.4M
Alternative Investment Advisors, Llc.99,220
1.6% of portfolio›$4.4M
Simplicity Wealth,LLC98,284
0.1% of portfolio›$4.4M
Arcadia Wealth Management, LLC92,447
1.3% of portfolio›$4.1M
BlueSky Wealth Advisors, LLC92,382
0.5% of portfolio›$4.1M
Center For Asset Management LLC90,436
1.8% of portfolio›$4.0M
Columbus Macro, LLC89,328
0.4% of portfolio›$4.0M
Legacy CG, LLC88,293
1.0% of portfolio›$3.9M
Rational Advisors, Inc.86,385
0.4% of portfolio›$3.8M
Entrust Financial LLC85,923
1.9% of portfolio›$3.8M
Beverly Hills Private Wealth, LLC85,895
0.7% of portfolio›$3.8M
Alps Advisors Inc84,948
0.0% of portfolio›$3.8M
First Heartland Consultants, Inc.82,146
0.2% of portfolio›$3.6M
FC Advisory LLC81,471
0.9% of portfolio›$3.6M
Grey Ledge Advisors, LLC78,751
0.7% of portfolio›$3.5M
Blue Trust, Inc.78,099
0.0% of portfolio›$3.5M
Unify Financial Advisors77,512
3.2% of portfolio›$3.4M
Concurrent Investment Advisors, LLC77,459
0.0% of portfolio›$3.4M
Oppenheimer & Co Inc73,045
0.0% of portfolio›$3.2M
Hohimer Wealth Management, LLC72,581
0.3% of portfolio›$3.2M
Diversified Portfolios, Inc.72,288
0.2% of portfolio›$3.2M
Brindle & Bay Financial Advisors, LLC71,480
1.2% of portfolio›$3.2M
Equity Investment Corp69,065
0.1% of portfolio›$3.1M
Elevated Capital Advisors, LLC68,870
1.0% of portfolio›$3.1M
VestGen Advisors, LLC68,175
0.1% of portfolio›$3.0M
SWP Financial LLC63,351
1.3% of portfolio›$2.8M
TriaGen Wealth Management LLC62,187
0.7% of portfolio›$2.8M
Graetz Wealth LLC60,042
2.1% of portfolio›$2.7M
Seek First Inc.59,386
1.7% of portfolio›$2.6M
Cliftonlarsonallen Wealth Advisors, LLC59,206
0.0% of portfolio›$2.6M
Seed Wealth Management, Inc.57,670
1.8% of portfolio›$2.9M
Retirement Wealth Solutions LLC55,341
1.3% of portfolio›$2.5M
Creative Planning55,148
0.0% of portfolio›$2.4M
Tran Capital Management, L.P.54,302
0.3% of portfolio›$2.4M
Greenspring Advisors, LLC51,820
0.1% of portfolio›$2.3M
Kestra Private Wealth Services, LLC51,290
0.0% of portfolio›$2.3M
LifePlan Financial, LLC50,353
1.6% of portfolio›$2.2M
Plancorp, LLC49,729
0.1% of portfolio›$2.3M
Legacy Wealth Asset Management, LLC49,556
0.5% of portfolio›$2.2M
Bulwark Capital Corp49,428
1.2% of portfolio›$2.2M
D.B. Root & Company, LLC48,777
0.5% of portfolio›$2.2M
Israel Discount Bank of New York46,100
3.7% of portfolio›$2.0M
Central Pacific Bank - Trust Division45,094
0.2% of portfolio›$2.0M
Thrive Capital Management, LLC43,419
0.3% of portfolio›$1.9M
Bdfs Capital LLC43,128
0.9% of portfolio›$1.9M
True Private Wealth Advisors42,549
0.2% of portfolio›$1.9M
D.A. Davidson & Co.40,946
0.0% of portfolio›$1.8M
Randall & Associates Wealth Management40,643
1.1% of portfolio›$1.8M
Security Financial Services, Inc.40,322
0.2% of portfolio›$1.8M
M Holdings Securities, Inc.38,944
0.0% of portfolio›$1.8K
Ridgewood Investments LLC38,904
0.6% of portfolio›$1.7M
AlphaStar Capital Management, LLC38,837
0.1% of portfolio›$1.7M
CGN Advisors LLC38,163
0.1% of portfolio›$1.7M
Apollon Wealth Management, LLC36,480
0.0% of portfolio›$1.6M
Conning Inc.36,000
0.0% of portfolio›$1.6M
Accel Wealth Management34,972
0.3% of portfolio›$1.6M
City State Bank34,952
0.4% of portfolio›$1.6M
B. Riley Wealth Advisors, Inc.34,815
0.1% of portfolio›$1.5M
Evergreen Capital Management LLC33,704
0.0% of portfolio›$1.5M
Brighton Securities Corp.33,187
0.6% of portfolio›$1.5M
Verdence Capital Advisors LLC32,840
0.1% of portfolio›$1.5M
SAX Wealth Advisors, LLC31,886
0.0% of portfolio›$1.4M
Lanark Financial, Inc.31,841
0.1% of portfolio›$1.4M
Chapman Financial Group, LLC31,830
0.9% of portfolio›$1.4M
Resonant Capital Advisors, LLC31,160
0.1% of portfolio›$1.4M
BLB&B Advisors, LLC30,419
0.0% of portfolio›$1.4M
Outlook Wealth Advisors, LLC29,095
0.3% of portfolio›$1.3M
Legacy Wealth Partners, LLC28,320
0.3% of portfolio›$1.3M
Norden Group LLC28,036
0.1% of portfolio›$1.2M
Willow Creek Wealth Management Inc.27,440
0.1% of portfolio›$1.2M
Midwest Financial Group LLC27,299
0.4% of portfolio›$1.2M
Global Wealth Management Investment Advisory, Inc.25,842
0.2% of portfolio›$1.1M
Prosperity Planning, Inc.25,546
0.3% of portfolio›$1.1M
Absolute Capital Management, LLC24,398
0.3% of portfolio›$1.1M
Chesley Taft & Associates LLC23,631
0.0% of portfolio›$1.0M
Fifth Third Securities, Inc.22,582
0.1% of portfolio›$1.0M
Keystone Global Partners, LLC22,322
0.4% of portfolio›$991.3K
Brucke Financial, Inc.22,181
0.4% of portfolio›$985.1K
HT Partners LLC22,144
0.3% of portfolio›$983.4K
Genesis Private Wealth, LLC21,162
0.3% of portfolio›$939.8K
Balboa Wealth Partners21,150
0.1% of portfolio›$939.3K
Essential Planning, Llc.20,162
0.2% of portfolio›$895.4K
Wesbanco Bank Inc19,926
0.0% of portfolio›$884.9K
Apella Capital, LLC19,906
0.0% of portfolio›$880.2K
RFG Advisory, LLC19,567
0.0% of portfolio›$869.0K
Citizens Financial Group Inc19,305
0.0% of portfolio›$857.3K
Arwa LLC19,269
0.3% of portfolio›$860.4K
Ullmann Wealth Partners Group, LLC19,182
0.1% of portfolio›$851.9K
Sigma Planning Corp18,826
0.0% of portfolio›$836.3K
Rockland Trust Co17,805
0.0% of portfolio›$790.7K
Stonehaven Wealth & TAX Solutions, LLC17,098
0.7% of portfolio›$759.3K
Avidian Wealth Enterprises, LLC15,276
0.0% of portfolio›$678.4K
Global Financial Private Client, LLC15,261
0.2% of portfolio›$677.7K
Ellis Investment Partners, LLC15,011
0.1% of portfolio›$666.7K
Ashton Thomas Securities, LLC14,712
0.1% of portfolio›$653.3K
Ignite Planners, LLC14,435
0.1% of portfolio›$643.2K
KOM Wealth Management Group, LLC14,173
0.3% of portfolio›$629.4K
Modera Wealth Management, LLC13,972
0.0% of portfolio›$620.5K
Roger Wittlin Investment Advisory, LLC13,947
0.5% of portfolio›$619.4K
Argyle Capital Partners, LLC13,838
0.4% of portfolio›$614.5K
XY Planning Network, Inc.13,794
0.1% of portfolio›$612.6K
Pinnacle Bancorp, Inc.13,713
0.2% of portfolio›$609.0K
Altfest L J & Co Inc13,672
0.1% of portfolio›$607.2K
WT Wealth Management13,540
0.2% of portfolio›$601.3K
TFB Advisors LLC13,469
0.2% of portfolio›$598.2K
AdvisorNet Financial, Inc13,433
0.0% of portfolio›$599.8K
IVC Wealth Advisors LLC13,421
0.2% of portfolio›$596.0K
Whipplewood Advisors, LLC13,299
0.4% of portfolio›$590.6K
Narwhal Capital Management13,203
0.0% of portfolio›$586.4K
Navigation Wealth Management, Inc.13,171
0.9% of portfolio›$586.9K
Moss Adams Wealth Advisors LLC13,081
0.0% of portfolio›$580.9K
Brighton Jones LLC12,702
0.0% of portfolio›$564.1K
BAM Wealth Management, LLC12,525
0.3% of portfolio›$556.2K
Braun-Bostich & Associates Inc.11,985
0.3% of portfolio›$532.3K
Guidance Capital, Inc11,928
0.1% of portfolio›$541.9K
Axxcess Wealth Management, LLC11,903
0.0% of portfolio›$528.6K
Fortitude Advisory Group L.L.C.11,749
0.2% of portfolio›$521.8K
Koshinski Asset Management, Inc.11,385
0.0% of portfolio›$505.6K
Cambridge Advisors Inc.11,201
0.1% of portfolio›$497.4K
Pacific Excel Wealth Advisors, Inc.10,723
0.5% of portfolio›$476.2K
Summit Global Investments10,692
0.0% of portfolio›$475
Dynamic Advisor Solutions LLC10,403
0.0% of portfolio›$462.0K
CoreCap Advisors, LLC10,243
0.0% of portfolio›$454.9K
CWA Asset Management Group, LLC9,927
0.0% of portfolio›$440.9K
Venture Visionary Partners LLC9,688
0.0% of portfolio›$430.3K
Eagle Bay Advisors LLC9,607
0.3% of portfolio›$426.6K
Waystone Advisors LLC9,606
0.3% of portfolio›$449.7K
Seelaus Asset Management LLC9,450
0.3% of portfolio›$419.7K
Carnegie Investment Counsel9,364
0.0% of portfolio›$415.8K
Trust Point Inc.9,223
0.0% of portfolio›$409.6K
One Advisory Partners, LLC9,134
0.1% of portfolio›$405.6K
United Advisor Group, LLC8,923
0.0% of portfolio›$396.3K
Capital Investment Advisory Services, LLC8,887
0.0% of portfolio›$395.2K
Cornerstone Planning Group LLC8,788
0.0% of portfolio›$391.4K
Southland Equity Partners LLC8,527
0.1% of portfolio›$378.7K
OpenArc Corporate Advisory, LLC8,113
0.0% of portfolio›$360.3K
Integrity Wealth Partners, LLC8,028
0.3% of portfolio›$356.5K
Silver Grove Financial Group, Inc.7,971
0.2% of portfolio›$354.0K
Balefire, LLC7,896
0.1% of portfolio›$350.7K
IFP Advisors, Inc7,846
0.0% of portfolio›$348.4K
Acorn Wealth Advisors, LLC7,580
0.1% of portfolio›$336.6K
Park Avenue Securities LLC7,557
0.0% of portfolio›$336
Sima Wealth Partners, LLC7,422
0.2% of portfolio›$329.6K
Shayne & Jacobs, LLC7,344
0.1% of portfolio›$326.1K
Stirlingshire Investments, Inc.7,155
0.2% of portfolio›$317.7K
Wealthcare Advisory Partners LLC7,138
0.0% of portfolio›$317.0K
RCS Financial Planning, LLC7,089
0.2% of portfolio›$314.8K
Cassilly Financial Group LLC7,076
0.2% of portfolio›$314.2K
Integrity Alliance, Llc.6,984
0.0% of portfolio›$310.2K
Laurel OAK Wealth Management, LLC6,953
0.0% of portfolio›$308.8K
Claro Advisors Inc.6,944
0.0% of portfolio›$308.4K
True North Advisors, LLC6,893
0.0% of portfolio›$306.1K
Richardson Financial Services Inc.6,687
0.2% of portfolio›$297.0K
Emergent Wealth Advisors, LLC6,656
0.2% of portfolio›$295.6K
Prime Capital Investment Advisors, LLC6,540
0.0% of portfolio›$290.4K
Patten & Patten Inc6,538
0.0% of portfolio›$290.4K
Walleye Partners, LLC6,377
0.3% of portfolio›$283.2K
Cultivar Capital, Inc.6,205
0.2% of portfolio›$275.6K
Turtle Creek Wealth Advisors, LLC6,120
0.0% of portfolio›$271.8K
Delta Financial Advisors LLC6,074
0.1% of portfolio›$269.7K
Walkner Condon Financial Advisors LLC6,022
0.0% of portfolio›$267.5K
Gibbs Wealth Management5,875
0.0% of portfolio›$260.9K
Certified Advisory Corp5,594
0.0% of portfolio›$248.4K
HUB Investment Partners, LLC5,585
0.0% of portfolio›$248.1K
Larson Financial Group LLC5,562
0.0% of portfolio›$247.0K
Decker Retirement Planning Inc.5,502
0.1% of portfolio›$244.3K
Barrett & Company, Inc.5,460
0.1% of portfolio›$242.5K
Spire Wealth Management5,332
0.0% of portfolio›$236.8K
Reap Financial Group, LLC5,267
0.0% of portfolio›$233.9K
One Way Holdings LLC5,211
0.0% of portfolio›$231.4K
Montis Financial, LLC5,154
0.0% of portfolio›$228.9K
Rossby Financial, LCC5,142
0.0% of portfolio›$228.4K
Yoffe Investment Management, LLC5,051
0.3% of portfolio›$224.3K
Sowell Financial Services LLC5,021
0.0% of portfolio›$223.0K
McKinley Carter Wealth Services, Inc.4,964
0.0% of portfolio›$220.5K
Successful Portfolios LLC4,900
0.1% of portfolio›$216.4K
A4 Wealth Advisors LLC4,821
0.1% of portfolio›$214.1K
Clear Creek Financial Management, LLC4,788
0.0% of portfolio›$212.6K
Private Trust Co NA4,751
0.0% of portfolio›$211.0K
Centurion Wealth Management LLC4,732
0.1% of portfolio›$210.2K
Chicago Partners Investment Group LLC4,669
0.0% of portfolio›$211.2K
PKS Advisory Services, LLC4,540
0.0% of portfolio›$212.5K
Clean Yield Group4,482
0.0% of portfolio›$199.0K
Ashton Thomas Private Wealth, LLC4,460
0.0% of portfolio›$198.1K
Latitude Advisors, LLC3,791
0.1% of portfolio›$168.4K
Raleigh Capital Management Inc.3,660
0.1% of portfolio›$162.5K
Versant Capital Management, Inc3,525
0.0% of portfolio›$156.5K
Wealth Enhancement Trust Services, Inc.2,698
0.0% of portfolio›$119.8K
Buck Wealth Strategies, LLC2,669
0.0% of portfolio›$118.5K
Archer Investment Corp2,565
0.0% of portfolio›$113.9K
Parallel Advisors, LLC2,544
0.0% of portfolio›$113.0K
Rosenberg Matthew Hamilton2,353
0.0% of portfolio›$104.5K
Piscataqua Savings Bank2,249
0.1% of portfolio›$99.9K
Cape Investment Advisory, Inc.1,712
0.0% of portfolio›$76.0K
Compass Financial Management LLC1,599
0.0% of portfolio›$71.0K
SBI Securities Co., Ltd.1,403
0.0% of portfolio›$62.3K
Marshall & Sterling Wealth Advisors Inc.1,345
0.0% of portfolio›$59.7K
Cullen T Bankers, Inc.1,232
0.0% of portfolio›$54.7K
Cdkv Holdings LLC1,222
0.0% of portfolio›$54.3K
Pioneer Family Office, LLC1,140
0.0% of portfolio›$50.6K
Wells Financial Advisors Inc1,080
0.4% of portfolio›$48.0K
Duncker Streett & Co Inc1,040
0.0% of portfolio›$46.2K
1620 Investment Advisors, Inc.1,028
0.0% of portfolio›$45.7K
Pinnacle Wealth Planning Services, Inc.942
0.0% of portfolio›$41.8K
Signature Equity Partners, LLC847
0.0% of portfolio›$37.6K
Quest 10 Wealth Builders, Inc.813
0.0% of portfolio›$36.1K
Evolution Wealth Management Inc.772
0.0% of portfolio›$34.3K
Asset Dedication, LLC669
0.0% of portfolio›$29.7K
MilWealth Group LLC631
0.0% of portfolio›$28.0K
Breakwater Investment Management590
0.0% of portfolio›$26.2K
Kingdom Financial Group Llc.576
0.0% of portfolio›$25.6K
Golden State Wealth Management, LLC551
0.0% of portfolio›$24.5K
City Holding Co550
0.0% of portfolio›$24.4K
Balentine LLC523
0.0% of portfolio›$23.2K
Murphy & Mullick Capital Management Corp517
0.0% of portfolio›$23.0K
Bangor Savings Bank507
0.0% of portfolio›$22.5K
GK Wealth Management LLC494
0.0% of portfolio›$21.9K
Root Financial Partners, LLC479
0.0% of portfolio›$21.3K
Main Street Group, LTD465
0.0% of portfolio›$20.7K
Edgemoor Investment Advisors, Inc.447
0.0% of portfolio›$19.9K
Citigroup Inc445
0.0% of portfolio›$19.8K
Register Financial Advisors LLC440
0.0% of portfolio›$19.5K
Tompkins Financial Corp406
0.0% of portfolio›$18.0K
Phillips Financial Management, LLC405
0.0% of portfolio›$18.0K
Lodestone Wealth Management LLC371
0.0% of portfolio›$16.5K
Ascentis Independent Advisors364
0.0% of portfolio›$16.3K
Westside Investment Management, Inc.363
0.0% of portfolio›$16.1K
Parkside Financial Bank & Trust363
0.0% of portfolio›$16.1K
Transce3nd, LLC342
0.0% of portfolio›$15.3K
Signature Resources Capital Management, LLC332
0.0% of portfolio›$14.7K
United Community Bank303
0.0% of portfolio›$13.5K
Harbor Investment Advisory, LLC280
0.0% of portfolio›$12.4K
EPG Wealth Management LLC274
0.0% of portfolio›$12.2K
Nova Financial LLC250
0.0% of portfolio›$11.1K
Trust Co of Toledo NA249
0.0% of portfolio›$11.1K
Eastern Bank225
0.0% of portfolio›$10.0K
Clark Wealth Partners216
0.0% of portfolio›$9.6K
Valley Wealth Managers, Inc.206
0.0% of portfolio›$9.1K
Inspire Investing, LLC187
0.0% of portfolio›$8.3K
Elevation Wealth Partners, LLC173
0.0% of portfolio›$7.7K
Bfsg, LLC165
0.0% of portfolio›$7.3K
Rydar Equities, Inc.164
0.0% of portfolio›$7.3K
Hoese & Co LLP162
0.0% of portfolio›$7.2K
North Star Investment Management Corp.160
0.0% of portfolio›$7.1K
WPG Advisers, LLC154
0.0% of portfolio›$6.8K
Reicon Wealth Advisors, LLC150
0.0% of portfolio›$6.7K
Avion Wealth107
0.0% of portfolio›$4
Signaturefd, LLC91
0.0% of portfolio›$4.0K
Gilpin Wealth Management, LLC89
0.0% of portfolio›$4.0K
AlphaCore Capital LLC83
0.0% of portfolio›$3.7K
Networth Advisors, LLC81
0.0% of portfolio›$3.6K
Nvest Wealth Strategies, Inc.81
0.0% of portfolio›$3.6K
Blueline Advisors LLC79
0.0% of portfolio›$3.5K
Realta Investment Advisors78
0.0% of portfolio›$3.5K
Montgomery Financial Services LLC72
0.0% of portfolio›$3.2K
Albion Financial Group72
0.0% of portfolio›$3.2K
Key FInancial Inc68
0.0% of portfolio›$3.0K
Lloyd Advisory Services, Llc.63
0.0% of portfolio›$2.8K
Capital Advisors, Ltd. LLC63
0.0% of portfolio›$3
Wilmington Savings Fund Society, FSB57
0.0% of portfolio›$2.5K
Brown, Lisle Ings, Inc.55
0.0% of portfolio›$2.4K
Biltmore Family Office, LLC52
0.0% of portfolio›$2.3K
Richards, Merrill & Peterson, Inc.47
0.0% of portfolio›$2.1K
Salomon & Ludwin, LLC42
0.0% of portfolio›$1.9K
Glass Jacobson Investment Advisors llc38
0.0% of portfolio›$1.7K
CX Institutional36
0.0% of portfolio›$2
Wolff Wiese Magana LLC32
0.0% of portfolio›$1.4K
Birchbrook, Inc.30
0.0% of portfolio›$1.3K
Dhjj Financial Advisors, Ltd.30
0.0% of portfolio›$1.3K
Oakworth Capital, Inc.27
0.0% of portfolio›$1.2K
Team Financial Group, LLC26
0.0% of portfolio›$1.2K
Clayton Financial Group LLC25
0.0% of portfolio›$1.1K
Trust Co of Vermont23
0.0% of portfolio›$1.0K
Birchwood Financial Partners, Inc.23
0.0% of portfolio›$1.0K
Nemes Rush Group LLC21
0.0% of portfolio›$933
Creative Financial Designs Inc18
0.0% of portfolio›$799
JFS Wealth Advisors, LLC18
0.0% of portfolio›$800
Affinity Wealth LLC14
0.0% of portfolio›$633
Abound Wealth Management12
0.0% of portfolio›$537
MJT & Associates Financial Advisory Group, Inc.11
0.0% of portfolio›$449
Horizon Financial Services, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Mather Group, Llc.
9,467,666$420.5M3.6%ETFMediumChicago, IL2026-10-14
Assetmark, Inc
9,037,819$401.4M0.7%ETFLowConcord, CA2026-10-21
TD Private Client Wealth LLC
5,992,091$266.1M4.8%ETFLowNew York, NY2026-10-28
Keybank National Association
2,411,808$107.1M0.3%CoreLowBrooklyn, OH2026-11-04
First Interstate Bank
1,483,366$65.9M3.5%ETFLowBillings, MT2026-10-23
Cambridge Investment Research Advisors, Inc.
1,313,200$58.3K0.0%ETFLowFairfield, IA2026-11-02
Bell Investment Advisors, Inc
1,104,218$49.0M7.2%ETFVery LowOrinda, CA2026-10-29
Cantor Fitzgerald Investment Advisors L.P.
1,064,853$47.3M2.6%YieldLowNew York, NY2026-10-21
Bell Bank
1,029,972$45.7M1.7%ETFLowFargo, ND2026-10-21
Angeles Investment Advisors, LLC
950,270$42.2M2.5%ETFMediumSanta Monica, CA2026-10-22
Kestra Investment Management, LLC
943,470$41.9M0.8%ETFMediumAustin, TX2026-11-04
Truist Financial Corp
906,930$40.3M0.0%CoreLowCharlotte, NC2026-10-30
Courier Capital LLC
841,294$37.4M1.8%ETFLowBuffalo, NY2026-10-19
Wealth Enhancement Advisory Services, LLC
832,530$37.0M0.1%CoreLowPlymouth, MN2026-10-13
Diversify Wealth Management, LLC
762,988$34.3M0.5%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
762,988$34.3M0.5%GrowthLowSandy, UT2026-10-20
Evergreen Advisors, LLC
725,217$32.2M6.9%ETFVery LowChattanooga, TN2026-10-28
Employees' Retirement Fund of the City of Fort Worth
652,168$29.0M10.6%ETFN/AFort Worth, TX2026-11-02
SeaBridge Investment Advisors LLC
520,525$23.1M3.1%GrowthMediumSummit, NJ2026-11-02
Power Wealth Management LLC
515,524$22.9M7.7%ETFLowAlpharetta, GA2026-10-27
Intelligence Driven Advisers, LLC
478,271$21.2M3.7%ETFLowCarlsbad, CA2026-10-09
Onyx Bridge Wealth Group LLC
474,533$21.1M1.9%ETFMediumTarrytown, NY2026-10-16
Hamilton Capital, LLC
470,933$20.9M1.2%ETFVery LowColumbus, OH2026-10-08
Clark Asset Management, LLC
464,454$20.6M1.5%ETFVery LowStratham, NH2026-10-19
Sofi Wealth, LLC
448,250$19.9M0.8%ETFVery LowSan Francisco, CA2026-10-27
RKL Wealth Management LLC
445,308$19.8M1.6%ETFVery LowLancaster, PA2026-10-16
Quantum Financial Advisors, LLC
435,391$19.3M1.9%ETFLowSanta Monica, CA2026-11-03
Whitcomb & Hess, Inc.
432,362$19.2M4.1%ETFVery LowAshland, OH2026-10-07
Kestra Advisory Services, LLC
429,851$19.1M0.1%CoreLowAustin, TX2026-11-02
United Asset Strategies, Inc.
412,887$18.3M1.3%GrowthLowGarden City, NY2026-10-28
Connecticut Wealth Management, LLC
412,798$18.3M0.7%ETFLowFarmington, CT2026-10-13
Insight Wealth Strategies, LLC
397,559$17.7M1.7%ETFHighSan Ramon, CA2026-10-09
Lido Advisors, LLC
396,225$17.6M0.0%GrowthLowLos Angeles, CA2026-11-04
Acropolis Investment Management, LLC
386,372$17.2M0.7%ETFLowSt. Louis, MO2026-10-08
Old National Bancorp
380,159$16.9M0.3%CoreLowEvansville, IN2026-10-20
Family CFO Inc
368,309$16.4M6.3%ETFLowLos Altos, CA2026-10-30
eCIO, Inc.
360,152$16.0M5.5%ETFMediumMadison, WI2026-11-02
1834 Investment Advisors Co
347,655$15.4M1.7%ValueLowMilwaukee, WI2026-10-16
Robinswood Financial LLC
346,656$15.5M4.8%ETFVery LowKirkland, WA2026-10-20
MGO One Seven LLC
341,543$15.2M0.2%GrowthLowBeachwood, OH2026-10-28
Websterrogers Financial Advisors, LLC
334,174$14.8M3.9%ETFVery LowFlorence, SC2026-11-02
Allspring Global Investments Holdings, LLC
330,629$14.6M0.0%CoreMediumCharlotte, NC2026-11-04
Woodard & Co Asset Management Group Inc
324,282$14.4M2.1%ETFMediumBermuda Run, NC2026-11-03
Sterling Investment Management, LLC
311,086$13.8M7.5%CoreMediumTucson, AZ2026-10-16
Level Financial Advisors
310,725$13.8M3.0%ETFLowEast Amherst, NY2026-10-13
First National Trust Co
296,746$13.2M0.5%GrowthLowJohnstown, PA2026-10-28
Mitsubishi UFJ Asset Management Co., Ltd.
265,850$11.8M0.0%IndexVery LowTokyo, Mexico2026-11-05
United Capital Management of KS, Inc.
245,997$10.9M1.4%GrowthMediumSalina, KS2026-11-04
Dynamic Wealth Strategies, LLC
241,962$10.7M5.7%ETFLowGranite Bay, CA2026-10-16
Commonwealth Equity Services, LLC
239,763$10.6M0.0%ETFLowWaltham, MA2026-11-02
PFG Advisors
221,028$9.8M0.5%ETFMediumPhoenix, AZ2026-10-16
Mendota Financial Group, LLC
220,376$9.8M6.1%ETFLowMadison, WI2026-10-07
EverSource Wealth Advisors, LLC
212,002$9.4M0.3%CoreMediumBirmingham, AL2026-11-04
Atria Investments, Inc
208,327$9.3M0.1%CoreMediumCharlotte, NC2026-10-15
VCI Wealth Management LLC
206,493$9.2M2.2%CoreHighSt Louis, MO2026-10-29
Triad Wealth Partners, LLC
198,987$8.8M0.5%ETFMediumLawrence, KS2026-10-26
Perigon Wealth Management, LLC
195,479$8.7M0.1%GrowthLowSan Francisco, CA2026-10-22
rebel Financial LLC
194,971$8.7M3.5%N/AVery LowGroveport, OH2026-11-04
SWS Partners
190,342$8.5M1.8%GrowthMediumColumbus, OH2026-10-26
Cravens & Co Advisors, LLC
190,224$8.4M5.7%CoreMediumCookeville, TN2026-10-16
MassMutual Private Wealth & Trust, FSB
188,884$8.4M0.2%CoreLowSpringfield, MA2026-10-05
Marion Wealth Management
183,950$8.2M1.6%ETFVery LowMonroeville, PA2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
183,732$8.2M0.4%ETFMediumWestlake, OH2026-10-14
Vise Technologies, Inc.
182,859$8.1M0.1%IndexLowNew York, NY2026-10-29
Greenwood Capital Associates LLC
168,813$7.5M0.7%CoreMediumGreenwood, SC2026-10-27
Premier Path Wealth Partners, LLC
168,642$7.5M0.9%GrowthMediumMadison, NJ2026-10-16
Strategic Blueprint, LLC
167,703$7.4M0.4%ETFLowAtlanta, GA2026-10-22
Brookstone Capital Management
164,010$7.3M0.1%ETFMediumWheaton, IL2026-10-22
Parr Mcknight Wealth Management Group, LLC
161,540$7.2M0.8%CoreMediumMinneapolis, MN2026-10-30
Simon Quick Advisors, LLC
161,379$7.2M0.3%ETFLowMorristown, NJ2026-10-26
Prospera Financial Services Inc
158,129$7.2M0.1%CoreMediumDallas, TX2026-11-04
Connecticut Capital Management Group, LLC
156,058$6.9M5.6%GrowthLowMilford, CT2026-10-29
SigFig Wealth Management, LLC
150,631$6.7M0.2%ETFLowSan Francisco, CA2026-10-07
Bay Harbor Wealth Management, LLC
150,057$6.7M1.5%ETFMediumHunt Valley, MD2026-11-03
Pinnacle Wealth Management Group, Inc.
148,886$6.6M3.0%ETFMediumPlymouth, MI2026-10-15
Hobart Private Capital, LLC
146,301$6.5M1.1%ETFMediumCharlotte, NC2026-10-19
Farther Finance Advisors, LLC
145,062$6.4M0.0%IndexLowSan Francisco, CA2026-10-08
Unison Advisors LLC
143,405$6.4M0.4%ETFVery LowProvidence, RI2026-10-29
Prudent Man Advisors, LLC
130,500$5.8M1.4%GrowthLowNaperville, IL2026-11-03
Signal Advisors Wealth, LLC
123,035$5.5M0.2%ETFLowDetroit, MI2026-10-13
Seneca Financial Advisors LLC
121,977$5.4M1.4%ETFLowRochester, NY2026-10-28
First Financial Bank - Trust Division
118,428$5.3M0.4%CoreLowHamilton, OH2026-10-01
Leuthold Group, LLC
117,868$5.2M0.5%ValueMediumMinneapolis, MN2026-11-04
Elevation Point Wealth Partners, LLC
112,421$5.0M0.1%CoreHighDenver, CO2026-11-05
Accurate Wealth Management, LLC
111,960$5.0M0.4%CoreMediumWesley Chapel, FL2026-10-20
Sage Rhino Capital LLC
109,077$4.8M0.8%ETFLowMenlo Park, CA2026-10-28
Forthright Family Wealth Advisory LLC
105,456$4.7M2.7%ETFHighHouston, TX2026-11-03
Leeward Financial Partners, LLC
102,497$4.6M1.2%GrowthMediumBellevue, WA2026-10-23
Security Benefit Life Insurance Co
100,000$4.4M5.4%Agg GrowthMediumTopeka, KS2026-11-05
Alternative Investment Advisors, Llc.
99,220$4.4M1.6%ETFMediumMaitland, FL2026-11-03
Simplicity Wealth,LLC
98,284$4.4M0.1%ETFLowSummit, NJ2026-10-23
Arcadia Wealth Management, LLC
92,447$4.1M1.3%ETFLowManchester, NH2026-10-22
BlueSky Wealth Advisors, LLC
92,382$4.1M0.5%ETFMediumNew Bern, NC2026-10-29
Center For Asset Management LLC
90,436$4.0M1.8%ETFMediumPalm Beach Gardens, FL2026-10-16
Columbus Macro, LLC
89,328$4.0M0.4%YieldMediumNew Castle, PA2026-10-14
Legacy CG, LLC
88,293$3.9M1.0%GrowthHighPlano, TX2026-10-30
Rational Advisors, Inc.
86,385$3.8M0.4%ETFMediumSan Juan, PR2026-11-02
Entrust Financial LLC
85,923$3.8M1.9%ETFLowWayne, PA2026-11-04
Beverly Hills Private Wealth, LLC
85,895$3.8M0.7%ValueMediumBeverly Hills, CA2026-11-04
Alps Advisors Inc
84,948$3.8M0.0%YieldLowDenver, CO2026-11-03
First Heartland Consultants, Inc.
82,146$3.6M0.2%ETFMediumLake St. Louis, MO2026-10-08
FC Advisory LLC
81,471$3.6M0.9%ETFVery LowWest Chester, PA2026-10-05
Grey Ledge Advisors, LLC
78,751$3.5M0.7%CoreLowGuilford, CT2026-11-02
Blue Trust, Inc.
78,099$3.5M0.0%ETFLowBrentwood, TN2026-10-15
Unify Financial Advisors
77,512$3.4M3.2%ETFMediumClearwater, FL2026-11-03
Concurrent Investment Advisors, LLC
77,459$3.4M0.0%GrowthMediumTampa, FL2026-10-16
Oppenheimer & Co Inc
73,045$3.2M0.0%CoreLowNew York, NY2026-10-26
Hohimer Wealth Management, LLC
72,581$3.2M0.3%CoreHighSeattle, WA2026-11-04
Diversified Portfolios, Inc.
72,288$3.2M0.2%ETFLowBloomfield Hills, MI2026-11-04
Brindle & Bay Financial Advisors, LLC
71,480$3.2M1.2%ETFMediumFrisco, TX2026-10-15
Equity Investment Corp
69,065$3.1M0.1%YieldMediumAtlanta, GA2026-11-04
Elevated Capital Advisors, LLC
68,870$3.1M1.0%ETFMediumSandy, UT2026-11-04
VestGen Advisors, LLC
68,175$3.0M0.1%GrowthMediumChicago, IL2026-10-27
SWP Financial LLC
63,351$2.8M1.3%ETFMediumEncinitas, CA2026-10-23
TriaGen Wealth Management LLC
62,187$2.8M0.7%CoreMediumCalabasas, CA2026-10-14
Graetz Wealth LLC
60,042$2.7M2.1%ETFMediumJenison, MI2026-10-27
Seek First Inc.
59,386$2.6M1.7%ETFLowCampbell, CA2026-10-27
Cliftonlarsonallen Wealth Advisors, LLC
59,206$2.6M0.0%ETFLowMinneapolis, MN2026-10-14
Seed Wealth Management, Inc.
57,670$2.9M1.8%ETFMediumEvanston, IL2026-10-20
Retirement Wealth Solutions LLC
55,341$2.5M1.3%ETFLowMarshfield, WI2026-10-07
Creative Planning
55,148$2.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Tran Capital Management, L.P.
54,302$2.4M0.3%MomentumMediumSan Rafael, CA2026-10-19
Greenspring Advisors, LLC
51,820$2.3M0.1%ETFVery LowTowson, MD2026-11-05
Kestra Private Wealth Services, LLC
51,290$2.3M0.0%GrowthLowAustin, TX2026-10-30
LifePlan Financial, LLC
50,353$2.2M1.6%CoreLowMankato, MN2026-10-13
Plancorp, LLC
49,729$2.3M0.1%ETFLowSaint Louis, MO2026-11-03
Legacy Wealth Asset Management, LLC
49,556$2.2M0.5%GARPMediumWoodbury, MN2026-10-09
Bulwark Capital Corp
49,428$2.2M1.2%ETFMediumFernandina Beach, FL2026-10-13
D.B. Root & Company, LLC
48,777$2.2M0.5%ETFLowPittsburgh, PA2026-11-04
Israel Discount Bank of New York
46,100$2.0M3.7%ETFMediumNew York, NY2026-10-14
Central Pacific Bank - Trust Division
45,094$2.0M0.2%CoreMediumHonolulu, HI2026-10-06
Thrive Capital Management, LLC
43,419$1.9M0.3%CoreMediumFort Washington, PA2026-10-28
Bdfs Capital LLC
43,128$1.9M0.9%ETFLowRehoboth Beach, DE2026-10-14
True Private Wealth Advisors
42,549$1.9M0.2%ETFMediumSalem, OR2026-10-19
D.A. Davidson & Co.
40,946$1.8M0.0%CoreLowGreat Falls, MT2026-10-28
Randall & Associates Wealth Management
40,643$1.8M1.1%ETFMediumButler, PA2026-10-20
Security Financial Services, Inc.
40,322$1.8M0.2%ETFMediumFort Wayne, IN2026-10-29
M Holdings Securities, Inc.
38,944$1.8K0.0%ETFHighPortland, OR2026-11-03
Ridgewood Investments LLC
38,904$1.7M0.6%ValueMediumSpringfield, NJ2026-10-05
AlphaStar Capital Management, LLC
38,837$1.7M0.1%ETFMediumCornelius, NC2026-10-16
CGN Advisors LLC
38,163$1.7M0.1%ETFLowManhattan, KS2026-10-21
Apollon Wealth Management, LLC
36,480$1.6M0.0%GrowthLowMount Pleasant, SC2026-10-23
Conning Inc.
36,000$1.6M0.0%CoreMediumHartford, CT2026-10-27
Accel Wealth Management
34,972$1.6M0.3%ETFLowWaverly, IA2026-10-13
City State Bank
34,952$1.6M0.4%GrowthVery LowNorwalk, IA2026-10-20
B. Riley Wealth Advisors, Inc.
34,815$1.5M0.1%GrowthLowMemphis, TN2026-10-13
Evergreen Capital Management LLC
33,704$1.5M0.0%GARPMediumBellevue, WA2026-10-23
Brighton Securities Corp.
33,187$1.5M0.6%ETFVery LowRochester, NY2026-10-08
Verdence Capital Advisors LLC
32,840$1.5M0.1%CoreMediumHunt Valley, MD2026-10-26
SAX Wealth Advisors, LLC
31,886$1.4M0.0%ETFVery LowParsippany, NJ2026-10-13
Lanark Financial, Inc.
31,841$1.4M0.1%CoreMediumBirmingham, AL2026-10-26
Chapman Financial Group, LLC
31,830$1.4M0.9%CoreVery LowHonolulu, HI2026-10-26
Resonant Capital Advisors, LLC
31,160$1.4M0.1%ETFLowMadison, WI2026-10-15
BLB&B Advisors, LLC
30,419$1.4M0.0%ETFLowMontgomeryville, PA2026-10-27
Outlook Wealth Advisors, LLC
29,095$1.3M0.3%ETFMediumShenandoah, TX2026-10-28
Legacy Wealth Partners, LLC
28,320$1.3M0.3%ETFHighLakewood, CO2026-10-15
Norden Group LLC
28,036$1.2M0.1%GrowthMediumProvo, UT2026-10-20
Willow Creek Wealth Management Inc.
27,440$1.2M0.1%ETFVery LowSebastopol, CA2026-10-26
Midwest Financial Group LLC
27,299$1.2M0.4%ETFLowOverland Park, KS2026-10-15
Global Wealth Management Investment Advisory, Inc.
25,842$1.1M0.2%CoreLowFort Lauderdale, FL2026-11-04
Prosperity Planning, Inc.
25,546$1.1M0.3%ETFVery LowNorth Kansas City, MO2026-10-09
Absolute Capital Management, LLC
24,398$1.1M0.3%ETFMediumPittsburgh, PA2026-10-16
Chesley Taft & Associates LLC
23,631$1.0M0.0%CoreLowChicago, IL2026-10-13
Fifth Third Securities, Inc.
22,582$1.0M0.1%ETFLowCincinnati, OH2026-10-21
Keystone Global Partners, LLC
22,322$991.3K0.4%ETFMediumDenver, CO2026-10-13
Brucke Financial, Inc.
22,181$985.1K0.4%GrowthMediumIndianapolis, IN2026-10-23
HT Partners LLC
22,144$983.4K0.3%ETFVery LowCenterbrook, CT2026-10-20
Genesis Private Wealth, LLC
21,162$939.8K0.3%ETFLowAshburn, VA2026-11-02
Balboa Wealth Partners
21,150$939.3K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Essential Planning, Llc.
20,162$895.4K0.2%ETFLowPortsmouth, NH2026-10-21
Wesbanco Bank Inc
19,926$884.9K0.0%CoreLowWheeling, WV2026-11-04
Apella Capital, LLC
19,906$880.2K0.0%ETFVery LowWest Hartford, CT2026-10-08
RFG Advisory, LLC
19,567$869.0K0.0%ETFMediumBirmingham, AL2026-11-03
Citizens Financial Group Inc
19,305$857.3K0.0%GrowthLowProvidence, RI2026-10-23
Arwa LLC
19,269$860.4K0.3%ETFMediumFort Worth, TX2026-10-21
Ullmann Wealth Partners Group, LLC
19,182$851.9K0.1%ETFLowJacksonville Beach, FL2026-11-02
Sigma Planning Corp
18,826$836.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Rockland Trust Co
17,805$790.7K0.0%CoreLowHanover, MA2026-10-05
Stonehaven Wealth & TAX Solutions, LLC
17,098$759.3K0.7%ETFLowAppleton, WI2026-10-22
Avidian Wealth Enterprises, LLC
15,276$678.4K0.0%ETFLowHouston, TX2026-10-08
Global Financial Private Client, LLC
15,261$677.7K0.2%GrowthLowSarasota, FL2026-10-15
Ellis Investment Partners, LLC
15,011$666.7K0.1%ETFLowBerwyn, PA2026-10-21
Ashton Thomas Securities, LLC
14,712$653.3K0.1%ETFMediumRochester, NY2026-10-26
Ignite Planners, LLC
14,435$643.2K0.1%CoreLowSan Clemente, CA2026-10-14
KOM Wealth Management Group, LLC
14,173$629.4K0.3%ETFLowAppleton, WI2026-10-15
Modera Wealth Management, LLC
13,972$620.5K0.0%ETFVery LowWestwood, NJ2026-10-28
Roger Wittlin Investment Advisory, LLC
13,947$619.4K0.5%ETFLowSan Francisco, CA2026-10-19
Argyle Capital Partners, LLC
13,838$614.5K0.4%CoreLowLos Angeles, CA2026-10-23
XY Planning Network, Inc.
13,794$612.6K0.1%ETFLowBozeman, MT2026-10-14
Pinnacle Bancorp, Inc.
13,713$609.0K0.2%CoreVery LowBeatrice, NE2026-10-21
Altfest L J & Co Inc
13,672$607.2K0.1%ETFHighNew York, NY2026-10-27
WT Wealth Management
13,540$601.3K0.2%ETFMediumScottsdale, AZ2026-10-13
TFB Advisors LLC
13,469$598.2K0.2%ETFLowOverland Park, KS2026-11-02
AdvisorNet Financial, Inc
13,433$599.8K0.0%ETFLowMinnetonka, MN2026-10-15
IVC Wealth Advisors LLC
13,421$596.0K0.2%GrowthLowSilverdale, PA2026-10-23
Whipplewood Advisors, LLC
13,299$590.6K0.4%ETFLowLittleton, CO2026-10-20
Narwhal Capital Management
13,203$586.4K0.0%CoreLowMarietta, GA2026-11-04
Navigation Wealth Management, Inc.
13,171$586.9K0.9%ETFLowFort Collins, CO2026-11-03
Moss Adams Wealth Advisors LLC
13,081$580.9K0.0%ETFLowSeattle, WA2026-10-28
Brighton Jones LLC
12,702$564.1K0.0%CoreVery LowSeattle, WA2026-11-03
BAM Wealth Management, LLC
12,525$556.2K0.3%ETFHighLakewood, CO2026-10-15
Braun-Bostich & Associates Inc.
11,985$532.3K0.3%ETFMediumCanonsburg, PA2026-10-20
Guidance Capital, Inc
11,928$541.9K0.1%ETFMediumLousville, KY2026-11-03
Axxcess Wealth Management, LLC
11,903$528.6K0.0%CoreLowCarlsbad, CA2026-10-21
Fortitude Advisory Group L.L.C.
11,749$521.8K0.2%GrowthMediumGig Harbor, WA2026-10-15
Koshinski Asset Management, Inc.
11,385$505.6K0.0%ETFLowDecatur, IL2026-10-29
Cambridge Advisors Inc.
11,201$497.4K0.1%ETFVery LowOmaha, NE2026-10-19
Pacific Excel Wealth Advisors, Inc.
10,723$476.2K0.5%ETFHighWalnut Creek, CA2026-10-27
Summit Global Investments
10,692$4750.0%CoreMediumBountiful, UT2026-10-28
Dynamic Advisor Solutions LLC
10,403$462.0K0.0%ETFLowPhoenix, AZ2026-10-13
CoreCap Advisors, LLC
10,243$454.9K0.0%ETFMediumSouthfield, MI2026-10-08
CWA Asset Management Group, LLC
9,927$440.9K0.0%CoreMediumNaples, FL2026-10-19
Venture Visionary Partners LLC
9,688$430.3K0.0%CoreLowSylvania, OH2026-10-07
Eagle Bay Advisors LLC
9,607$426.6K0.3%GrowthMediumNew York, NY2026-10-16
Waystone Advisors LLC
9,606$449.7K0.3%ETFLowRedmond, WA2026-10-16
Seelaus Asset Management LLC
9,450$419.7K0.3%GrowthMediumChatham, NJ2026-10-14
Carnegie Investment Counsel
9,364$415.8K0.0%CoreLowPepper Pike, OH2026-10-20
Trust Point Inc.
9,223$409.6K0.0%CoreMediumLa Crosse, WI2026-10-27
One Advisory Partners, LLC
9,134$405.6K0.1%ETFMediumOverland Park, KS2026-10-22
United Advisor Group, LLC
8,923$396.3K0.0%ETFLowCincinnati, OH2026-11-03
Capital Investment Advisory Services, LLC
8,887$395.2K0.0%CoreMediumRaleigh, NC2026-10-30
Cornerstone Planning Group LLC
8,788$391.4K0.0%ETFMediumFairfield, NJ2026-10-16
Southland Equity Partners LLC
8,527$378.7K0.1%ETFLowWildwood, MO2026-10-14
OpenArc Corporate Advisory, LLC
8,113$360.3K0.0%GrowthLowAtlanta, GA2026-10-21
Integrity Wealth Partners, LLC
8,028$356.5K0.3%ETFN/AWalnut Creek, CA2026-10-14
Silver Grove Financial Group, Inc.
7,971$354.0K0.2%CoreMediumOrchard Park, NY2026-11-05
Balefire, LLC
7,896$350.7K0.1%ETFMediumDallas, TX2026-10-09
IFP Advisors, Inc
7,846$348.4K0.0%GrowthLowTampa, FL2026-10-16
Acorn Wealth Advisors, LLC
7,580$336.6K0.1%ETFLowGrand Blanc, MI2026-10-19
Park Avenue Securities LLC
7,557$3360.0%ETFMediumNew York, NY2026-10-26
Sima Wealth Partners, LLC
7,422$329.6K0.2%ETFVery LowRichmond, VA2026-10-19
Shayne & Jacobs, LLC
7,344$326.1K0.1%ValueVery LowNashville, TN2026-10-21
Stirlingshire Investments, Inc.
7,155$317.7K0.2%ETFMediumNew York, NY2026-11-05
Wealthcare Advisory Partners LLC
7,138$317.0K0.0%ETFLowWest Chester, PA2026-10-21
RCS Financial Planning, LLC
7,089$314.8K0.2%ETFMediumAnnapolis, MD2026-10-14
Cassilly Financial Group LLC
7,076$314.2K0.2%ETFLowSeverna Park, MD2026-10-07
Integrity Alliance, Llc.
6,984$310.2K0.0%ETFMediumUrbandale, IA2026-10-29
Laurel OAK Wealth Management, LLC
6,953$308.8K0.0%GrowthLowMarlton, NJ2026-10-19
Claro Advisors Inc.
6,944$308.4K0.0%CoreLowBoston, MA2026-11-02
True North Advisors, LLC
6,893$306.1K0.0%CoreMediumDallas, TX2026-10-22
Richardson Financial Services Inc.
6,687$297.0K0.2%GrowthMediumMedway, MA2026-10-30
Emergent Wealth Advisors, LLC
6,656$295.6K0.2%ETFMediumWilliamsville, NY2026-10-09
Prime Capital Investment Advisors, LLC
6,540$290.4K0.0%ETFLowOverland Park, KS2026-10-20
Patten & Patten Inc
6,538$290.4K0.0%CoreLowChattanooga, TN2026-10-26
Walleye Partners, LLC
6,377$283.2K0.3%ValueLowMadison, WI2026-10-13
Cultivar Capital, Inc.
6,205$275.6K0.2%YieldLowDenton, TX2026-10-14
Turtle Creek Wealth Advisors, LLC
6,120$271.8K0.0%GrowthLowDallas, TX2026-10-15
Delta Financial Advisors LLC
6,074$269.7K0.1%CoreVery LowMetairie, LA2026-10-27
Walkner Condon Financial Advisors LLC
6,022$267.5K0.0%ETFLowVerona, WI2026-11-02
Gibbs Wealth Management
5,875$260.9K0.0%CoreLowAlpharetta, GA2026-10-22
Certified Advisory Corp
5,594$248.4K0.0%ETFLowAltamonte Springs, FL2026-10-29
HUB Investment Partners, LLC
5,585$248.1K0.0%GrowthLowAustin, TX2026-11-03
Larson Financial Group LLC
5,562$247.0K0.0%GrowthLowSt Louis, MO2026-11-05
Decker Retirement Planning Inc.
5,502$244.3K0.1%Agg GrowthVery HighLevi, UT2026-10-19
Barrett & Company, Inc.
5,460$242.5K0.1%ETFLowProvidence, RI2026-10-22
Spire Wealth Management
5,332$236.8K0.0%GrowthMediumMclean, VA2026-10-30
Reap Financial Group, LLC
5,267$233.9K0.0%ETFLowAustin, TX2026-11-02
One Way Holdings LLC
5,211$231.4K0.0%CoreMediumFlower Mound, TX2026-10-29
Montis Financial, LLC
5,154$228.9K0.0%ETFLowWaltham, MA2026-11-04
Rossby Financial, LCC
5,142$228.4K0.0%ETFMediumMelbourne, FL2026-11-05
Yoffe Investment Management, LLC
5,051$224.3K0.3%CoreVery LowLemoyne, PA2026-11-02
Sowell Financial Services LLC
5,021$223.0K0.0%CoreLowNorth Little Rock, AR2026-10-23
McKinley Carter Wealth Services, Inc.
4,964$220.5K0.0%ETFMediumWheeling, WV2026-10-16
Successful Portfolios LLC
4,900$216.4K0.1%CoreVery LowClearwater, FL2026-10-09
A4 Wealth Advisors LLC
4,821$214.1K0.1%ETFHighHuntersville, NC2026-10-20
Clear Creek Financial Management, LLC
4,788$212.6K0.0%ETFMediumSilverdale, WA2026-10-28
Private Trust Co NA
4,751$211.0K0.0%CoreLowCleveland, OH2026-10-20
Centurion Wealth Management LLC
4,732$210.2K0.1%ETFMediumMclean, VA2026-10-13
Chicago Partners Investment Group LLC
4,669$211.2K0.0%GARPLowChicago, IL2026-10-27
PKS Advisory Services, LLC
4,540$212.5K0.0%ETFMediumAlbany, NY2026-10-26
Clean Yield Group
4,482$199.0K0.0%CoreLowNorwich, VT2026-10-28
Ashton Thomas Private Wealth, LLC
4,460$198.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Latitude Advisors, LLC
3,791$168.4K0.1%ETFLowYorkville, IL2026-10-27
Raleigh Capital Management Inc.
3,660$162.5K0.1%CoreMediumCary, NC2026-10-28
Versant Capital Management, Inc
3,525$156.5K0.0%GARPLowPhoenix, AZ2026-10-02
Wealth Enhancement Trust Services, Inc.
2,698$119.8K0.0%GrowthMediumSioux Falls, SD2026-10-07
Buck Wealth Strategies, LLC
2,669$118.5K0.0%ValueMediumDenver, CO2026-10-28
Archer Investment Corp
2,565$113.9K0.0%CoreMediumCarmel, IN2026-11-05
Parallel Advisors, LLC
2,544$113.0K0.0%IndexLowSan Francisco, CA2026-11-03
Rosenberg Matthew Hamilton
2,353$104.5K0.0%ETFVery LowGrand Junction, CO2026-10-05
Piscataqua Savings Bank
2,249$99.9K0.1%CoreVery LowPortsmouth, NH2026-10-21
Cape Investment Advisory, Inc.
1,712$76.0K0.0%ETFLowMcdonough, GA2026-10-13
Compass Financial Management LLC
1,599$71.0K0.0%CoreN/ATampa, FL2026-10-30
SBI Securities Co., Ltd.
1,403$62.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Marshall & Sterling Wealth Advisors Inc.
1,345$59.7K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Cullen T Bankers, Inc.
1,232$54.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Cdkv Holdings LLC
1,222$54.3K0.0%ETFMediumDenver, CO2026-10-28
Pioneer Family Office, LLC
1,140$50.6K0.0%ETFMediumNorth Miami Beach, FL2026-10-30
Wells Financial Advisors Inc
1,080$48.0K0.4%ETFVery LowFramingham, MA2026-11-02
Duncker Streett & Co Inc
1,040$46.2K0.0%GrowthLowSt. Louis, MO2026-10-27
1620 Investment Advisors, Inc.
1,028$45.7K0.0%ValueLowPlymouth, MA2026-11-04
Pinnacle Wealth Planning Services, Inc.
942$41.8K0.0%GARPLowMansfield, OH2026-10-27
Signature Equity Partners, LLC
847$37.6K0.0%GrowthMediumColumbus, OH2026-10-29
Quest 10 Wealth Builders, Inc.
813$36.1K0.0%ETFLowFuquay-Varina, VA2026-11-02
Evolution Wealth Management Inc.
772$34.3K0.0%ETFMediumFort Myers, FL2026-10-28
Asset Dedication, LLC
669$29.7K0.0%ETFLowSan Francisco, CA2026-11-03
MilWealth Group LLC
631$28.0K0.0%ETFVery LowMilwaukee, WI2026-11-02
Breakwater Investment Management
590$26.2K0.0%ETFLowSeattle, WA2026-10-20
Kingdom Financial Group Llc.
576$25.6K0.0%ETFMediumPeoria, AZ2026-11-04
Golden State Wealth Management, LLC
551$24.5K0.0%ETFMediumSanta Ana, CA2026-11-02
City Holding Co
550$24.4K0.0%CoreLowCharleston, WV2026-10-19
Balentine LLC
523$23.2K0.0%ETFLowAtlanta, GA2026-11-03
Murphy & Mullick Capital Management Corp
517$23.0K0.0%GrowthLowSmithtown, NY2026-11-02
Bangor Savings Bank
507$22.5K0.0%ETFLowBangor, ME2026-10-06
GK Wealth Management LLC
494$21.9K0.0%GARPVery HighReno, NV2026-10-09
Root Financial Partners, LLC
479$21.3K0.0%ETFMediumEncinitas, CA2026-10-21
Main Street Group, LTD
465$20.7K0.0%ETFMediumGlen Allen, VA2026-10-28
Edgemoor Investment Advisors, Inc.
447$19.9K0.0%CoreVery LowBethesda, MD2026-11-03
Citigroup Inc
445$19.8K0.0%CoreMediumNew York, NY2026-11-04
Register Financial Advisors LLC
440$19.5K0.0%GARPLowAtlanta, GA2026-10-23
Tompkins Financial Corp
406$18.0K0.0%CoreLowIthaca, NY2026-10-05
Phillips Financial Management, LLC
405$18.0K0.0%ETFVery LowFort Wayne, IN2026-10-19
Lodestone Wealth Management LLC
371$16.5K0.0%CoreLowSpokane, WA2026-10-14
Ascentis Independent Advisors
364$16.3K0.0%ETFLowDallas, TX2026-11-03
Westside Investment Management, Inc.
363$16.1K0.0%GrowthLowSanta Monica, CA2026-11-02
Parkside Financial Bank & Trust
363$16.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Transce3nd, LLC
342$15.3K0.0%GrowthLowBuda, TX2026-10-26
Signature Resources Capital Management, LLC
332$14.7K0.0%ETFLowNewport Beach, CA2026-10-16
United Community Bank
303$13.5K0.0%CoreLowGreenville, SC2026-10-28
Harbor Investment Advisory, LLC
280$12.4K0.0%GrowthLowLutherville, MD2026-10-13
EPG Wealth Management LLC
274$12.2K0.0%GrowthLowAtlanta, GA2026-11-03
Nova Financial LLC
250$11.1K0.0%N/AN/ATucson, AZ2026-11-04
Trust Co of Toledo NA
249$11.1K0.0%GrowthVery LowHolland, OH2026-10-16
Eastern Bank
225$10.0K0.0%GrowthMediumBoston, MA2026-10-05
Clark Wealth Partners
216$9.6K0.0%ETFVery LowO'Fallon, IL2026-10-19
Valley Wealth Managers, Inc.
206$9.1K0.0%GARPMediumParamus, NJ2026-10-09
Inspire Investing, LLC
187$8.3K0.0%GARPHighMeridian, ID2026-10-22
Elevation Wealth Partners, LLC
173$7.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Bfsg, LLC
165$7.3K0.0%CoreLowIrvine, CA2026-10-30
Rydar Equities, Inc.
164$7.3K0.0%CoreVery LowWeatherford, TX2026-10-13
Hoese & Co LLP
162$7.2K0.0%ETFLowGlencoe, MN2026-10-21
North Star Investment Management Corp.
160$7.1K0.0%CoreLowChicago, IL2026-10-27
WPG Advisers, LLC
154$6.8K0.0%CoreLowBaltimore, MD2026-10-27
Reicon Wealth Advisors, LLC
150$6.7K0.0%ETFLowAtlanta, GA2026-11-04
Avion Wealth
107$40.0%ETFLowThe Woodlands, TX2026-11-04
Signaturefd, LLC
91$4.0K0.0%IndexLowAtlanta, GA2026-10-23
Gilpin Wealth Management, LLC
89$4.0K0.0%GrowthLowDenver, CO2026-10-09
AlphaCore Capital LLC
83$3.7K0.0%ETFLowLa Jolla, CA2026-11-04
Networth Advisors, LLC
81$3.6K0.0%ETFMediumCanonsburg, PA2026-11-03
Nvest Wealth Strategies, Inc.
81$3.6K0.0%ETFVery LowPowell, OH2026-10-14
Blueline Advisors LLC
79$3.5K0.0%ETFLowExeter, NH2026-10-15
Realta Investment Advisors
78$3.5K0.0%GrowthMediumWilmington, DE2026-10-14
Montgomery Financial Services LLC
72$3.2K0.0%ETFN/AOcean City, MD2026-11-03
Albion Financial Group
72$3.2K0.0%GrowthLowSalt Lake City, UT2026-10-21
Key FInancial Inc
68$3.0K0.0%ETFLowWest Chester, PA2026-11-02
Lloyd Advisory Services, Llc.
63$2.8K0.0%ETFVery HighSuwanee, GA2026-11-02
Capital Advisors, Ltd. LLC
63$30.0%ETFLowShaker Heights, OH2026-10-27
Wilmington Savings Fund Society, FSB
57$2.5K0.0%CoreLowWilmington, DE2026-10-23
Brown, Lisle Ings, Inc.
55$2.4K0.0%CoreVery LowProvidence, RI2026-10-16
Biltmore Family Office, LLC
52$2.3K0.0%GrowthLowCharlotte, NC2026-11-03
Richards, Merrill & Peterson, Inc.
47$2.1K0.0%GrowthLowSpokane, WA2026-10-19
Salomon & Ludwin, LLC
42$1.9K0.0%ETFVery LowRichmond, VA2026-10-29
Glass Jacobson Investment Advisors llc
38$1.7K0.0%ETFLowOwings Mills, MD2026-10-26
CX Institutional
36$20.0%CoreMediumAuburn, IN2026-10-02
Wolff Wiese Magana LLC
32$1.4K0.0%GrowthLowCarslbad, CA2026-10-15
Birchbrook, Inc.
30$1.3K0.0%ETFLowBangor, ME2026-10-14
Dhjj Financial Advisors, Ltd.
30$1.3K0.0%ETFVery LowNaperville, IL2026-10-23
Oakworth Capital, Inc.
27$1.2K0.0%ETFLowBirmingham, AL2026-10-26
Team Financial Group, LLC
26$1.2K0.0%ETFLowTemecula, CA2026-10-30
Clayton Financial Group LLC
25$1.1K0.0%ETFLowSt. Louis, MO2026-10-13
Trust Co of Vermont
23$1.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Birchwood Financial Partners, Inc.
23$1.0K0.0%ETFVery LowBloomington, MN2026-11-02
Nemes Rush Group LLC
21$9330.0%CoreVery LowNovi, MI2026-11-04
Creative Financial Designs Inc
18$7990.0%ETFMediumKokomo, IN2026-11-04
JFS Wealth Advisors, LLC
18$8000.0%ETFVery LowHermitage, PA2026-11-03
Affinity Wealth LLC
14$6330.0%ETFHighCanton, OH2026-11-03
Abound Wealth Management
12$5370.0%ETFVery LowFranklin, TN2026-10-26
MJT & Associates Financial Advisory Group, Inc.
11$4490.0%ETFLowMontevideo, MN2026-10-07
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04