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Vanguard Long-Term Treasury (VGLT)

CUSIP: 92206C847 | NYSE | 1166 institutional holders

Quarters

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

Cassaday & Co Wealth Management LLC4,596,950
4.1% of portfolio›$230.5M
Mirae Asset Global Investments Co., Ltd.1,945,415
0.2% of portfolio›$97.5M
Rainwater Charitable Foundation1,262,702
21.9% of portfolio›$63.3M
Bank of New York Mellon Corp1,100,915
0.0% of portfolio›$55.2M
Truist Financial Corp1,039,525
0.1% of portfolio›$52.1M
Citigroup Inc965,398
0.0% of portfolio›$48.4M
Facet Wealth, Inc.907,965
0.6% of portfolio›$45.5M
Forum Financial Management, LP839,681
0.5% of portfolio›$42.1M
Barry Investment Advisors, LLC782,577
7.5% of portfolio›$39.2M
Assetmark, Inc689,742
0.1% of portfolio›$34.6M
Lockheed Martin Investment Management Co640,000
2.3% of portfolio›$32.1M
Nottingham Advisors, Inc.534,437
3.3% of portfolio›$26.7M
GenWealth Group, Inc.448,673
3.5% of portfolio›$22.5M
Klaas Financial Asset Advisors, LLC444,230
2.8% of portfolio›$22.3M
Retirement Financial Solutions, LLC393,592
4.7% of portfolio›$19.7M
Obermeyer Wealth Partners372,331
0.7% of portfolio›$18.7M
Gleason Group, Inc.364,461
1.6% of portfolio›$18.3M
Professional Financial Management, Inc.348,870
17.8% of portfolio›$17.5M
Strata Wealth Advisors, LLC330,827
3.9% of portfolio›$16.6M
Financial Life Advisors292,671
4.2% of portfolio›$14.7M
Cambridge Investment Research Advisors, Inc.272,574
0.0% of portfolio›$13.7K
Keybank National Association267,472
0.0% of portfolio›$13.4M
Warwick Investment Management, Inc.260,046
1.5% of portfolio›$13.0M
Aurelius Family Office LLC225,389
4.5% of portfolio›$11.3M
Vicus Capital210,756
0.7% of portfolio›$10.6M
Diversify Wealth Management, LLC191,254
0.1% of portfolio›$9.8M
Diversify Advisory Services, LLC191,254
0.1% of portfolio›$9.8M
Quadratic Capital Management LLC189,814
5.2% of portfolio›$9.5M
Wealth Enhancement Advisory Services, LLC160,967
0.0% of portfolio›$8.1M
Rinkey Investments158,910
1.9% of portfolio›$8.0M
Focus Financial Network, Inc.150,046
0.2% of portfolio›$7.5M
Davenport & Co LLC148,289
0.0% of portfolio›$7.4M
Courier Capital LLC147,229
0.4% of portfolio›$7.4M
Towneley Capital Management, Inc / de144,915
1.4% of portfolio›$7.3M
Hennion & Walsh Asset Management, Inc.142,572
0.2% of portfolio›$7.1M
BIP Wealth, LLC135,932
0.2% of portfolio›$6.8M
Blue Trust, Inc.132,623
0.1% of portfolio›$6.6M
Kestra Private Wealth Services, LLC131,352
0.1% of portfolio›$6.6M
S. R. Schill & Associates127,738
4.0% of portfolio›$6.4M
Greenwood Capital Associates LLC121,202
0.6% of portfolio›$6.1M
Signal Advisors Wealth, LLC119,448
0.3% of portfolio›$6.0M
First National Trust Co118,302
0.2% of portfolio›$5.9M
Compound Planning, Inc.117,672
0.2% of portfolio›$5.9M
IPG Investment Advisors LLC109,165
0.8% of portfolio›$5.5M
Ackerman Capital Advisors, LLC106,189
1.0% of portfolio›$5.3M
American National Bank of Texas105,660
4.8% of portfolio›$5.3M
Websterrogers Financial Advisors, LLC102,642
1.4% of portfolio›$5.1M
Elevation Point Wealth Partners, LLC101,043
0.1% of portfolio›$5.1M
Fiduciary Financial Group, LLC98,820
0.6% of portfolio›$5.0M
Mather Group, Llc.97,563
0.0% of portfolio›$4.9M
Gladwyn Financial Advisors, Inc.97,104
3.1% of portfolio›$4.9M
Kitching Partners, LLC93,293
3.5% of portfolio›$4.7M
Skyline Advisors, Inc.91,582
1.4% of portfolio›$4.6M
iA Global Asset Management Inc.90,796
0.0% of portfolio›$4.6K
Versant Capital Management, Inc88,746
0.4% of portfolio›$4.4M
Anderson Hoagland & Co84,765
0.3% of portfolio›$4.4M
Miller Financial Services LLC82,865
3.2% of portfolio›$4.2M
RHS Financial, LLC80,603
1.4% of portfolio›$4.0M
Commonwealth Equity Services, LLC77,668
0.0% of portfolio›$3.9M
Graetz Wealth LLC76,900
3.0% of portfolio›$3.9M
Forthright Family Wealth Advisory LLC73,969
2.1% of portfolio›$3.7M
Farther Finance Advisors, LLC70,863
0.0% of portfolio›$3.6M
VestGen Advisors, LLC69,077
0.1% of portfolio›$3.5M
WBH Advisory Inc67,036
0.2% of portfolio›$3.4M
Walkner Condon Financial Advisors LLC64,213
0.4% of portfolio›$3.2M
Perigon Wealth Management, LLC63,977
0.0% of portfolio›$3.2M
Annex Advisory Services, LLC62,706
0.1% of portfolio›$3.1M
Kestra Advisory Services, LLC59,222
0.0% of portfolio›$3.0M
Crestwood Advisors Group, LLC59,024
0.0% of portfolio›$3.0M
IFP Advisors, Inc58,103
0.0% of portfolio›$2.9M
LeConte Wealth Management, LLC56,325
1.5% of portfolio›$2.8M
Transcendent Capital Group LLC55,120
1.1% of portfolio›$2.8M
Fifth Third Bancorp54,909
0.0% of portfolio›$2.8M
Smart Wealth LLC53,992
0.6% of portfolio›$2.7M
Bell Investment Advisors, Inc53,159
0.4% of portfolio›$2.7M
SBI Securities Co., Ltd.52,160
0.1% of portfolio›$2.6M
Buck Wealth Strategies, LLC51,701
0.2% of portfolio›$2.6M
Quattro Financial Advisors LLC50,559
0.5% of portfolio›$2.5M
Thrivent Financial for Lutherans49,384
0.0% of portfolio›$2.5K
Brindle & Bay Financial Advisors, LLC43,347
0.8% of portfolio›$2.2M
Kings Path Partners LLC41,637
0.5% of portfolio›$2.1M
James Investment Research, Inc.41,055
0.2% of portfolio›$2.1M
Thrive Capital Management, LLC40,569
0.4% of portfolio›$2.0M
Park Avenue Securities LLC38,411
0.0% of portfolio›$1.9K
Titan Investment Management LLC37,991
1.4% of portfolio›$1.9M
Simplicity Wealth,LLC36,993
0.1% of portfolio›$1.9M
Catalyst Private Wealth, LLC35,181
0.7% of portfolio›$1.8M
Laurel OAK Wealth Management, LLC35,062
0.2% of portfolio›$1.8M
Bryn Mawr Trust Advisors, LLC33,604
0.1% of portfolio›$1.7M
Brookstone Capital Management32,911
0.0% of portfolio›$1.7M
Flagship Wealth Advisors, LLC32,514
0.4% of portfolio›$1.6M
Marion Wealth Management32,113
0.3% of portfolio›$1.6M
Wlth Capital Management, LLC31,459
9.6% of portfolio›$1.6M
rebel Financial LLC30,795
0.6% of portfolio›$1.5M
McAdam, LLC30,543
0.1% of portfolio›$1.5M
Legacy Wealth Asset Management, LLC29,195
0.3% of portfolio›$1.5M
Regions Financial Corp29,035
0.0% of portfolio›$1.5M
Svrn Asset Management, LLC28,600
0.7% of portfolio›$1.4M
Glass Jacobson Investment Advisors llc25,825
0.4% of portfolio›$1.3M
Clarity Wealth Advisors, LLC24,175
0.2% of portfolio›$1.2M
Creative Planning23,548
0.0% of portfolio›$1.2M
One Day In July LLC21,810
0.1% of portfolio›$1.1M
Lord & Richards Wealth Management, LLC21,141
0.8% of portfolio›$1.1M
Atria Investments, Inc20,358
0.0% of portfolio›$1.0M
AmeriServ Wealth Advisors19,432
0.8% of portfolio›$974.3K
Hicks Capital Management LLC19,231
0.9% of portfolio›$1.1M
Uptick Partners, LLC18,700
0.1% of portfolio›$937.6K
Compagnie Lombard Odier SCmA18,158
0.0% of portfolio›$910.4K
Vise Technologies, Inc.18,030
0.0% of portfolio›$904.0K
Centurion Wealth Management LLC17,574
0.2% of portfolio›$881.1K
US Bancorp \de\17,369
0.0% of portfolio›$870.9K
Verity Asset Management, Inc.16,015
0.3% of portfolio›$803.0K
Fund Evaluation Group, LLC15,835
0.0% of portfolio›$794.0K
Prime Capital Investment Advisors, LLC15,670
0.0% of portfolio›$785.7K
Asset One Wealth Management LLC14,574
0.1% of portfolio›$730.7K
Independence Bank of Kentucky13,389
0.1% of portfolio›$671.3K
National Wealth Management Group, LLC13,387
0.2% of portfolio›$671.2K
Rakuten Investment Management, Inc.12,831
0.0% of portfolio›$646.3K
Key Capital Management, Inc12,825
0.2% of portfolio›$643.0K
Cantor Fitzgerald Investment Advisors L.P.12,568
0.0% of portfolio›$630.2K
Sanders Morris Harris LLC12,050
0.1% of portfolio›$613.5K
Daymark Wealth Partners, LLC11,907
0.0% of portfolio›$597.0K
Shade Tree Advisors LLC11,469
0.3% of portfolio›$575.1K
HBW Advisory Services LLC10,982
0.1% of portfolio›$550.6K
Sightline Wealth Advisors, LLC10,033
0.2% of portfolio›$503.0K
Nicholas Wealth, Llc.9,946
0.3% of portfolio›$498.7K
Silverleafe Capital Partners, LLC9,712
0.1% of portfolio›$487.0K
Aspect Partners, LLC9,644
0.2% of portfolio›$483.6K
Altfest L J & Co Inc9,493
0.0% of portfolio›$476.0K
Wealthcare Advisory Partners LLC9,476
0.0% of portfolio›$475.1K
Narwhal Capital Management9,445
0.0% of portfolio›$473.6K
D.B. Root & Company, LLC9,341
0.1% of portfolio›$468.4K
Eagle Strategies LLC9,277
0.0% of portfolio›$465.1K
Acute Investment Advisory, LLC9,094
5.1% of portfolio›$456.0K
Arkansas Financial Group, Inc.9,093
0.1% of portfolio›$455.9K
Shepherd Financial Partners LLC8,547
0.0% of portfolio›$428.5K
LifeWealth Investments, LLC8,116
0.1% of portfolio›$406.9K
Ashton Thomas Private Wealth, LLC8,102
0.0% of portfolio›$406.2K
Wedmont Private Capital7,991
0.0% of portfolio›$400.7K
Gibbs Wealth Management7,928
0.0% of portfolio›$397.5K
Lynx Capital Group LTD7,751
0.2% of portfolio›$388.6K
BAM Wealth Management, LLC7,713
0.2% of portfolio›$386.7K
Compass Ion Advisors, LLC7,562
0.0% of portfolio›$379.2K
TSA Wealth Managment LLC7,475
0.1% of portfolio›$374.8K
Verdence Capital Advisors LLC7,204
0.0% of portfolio›$361.2K
Weaver Consulting Group7,080
0.1% of portfolio›$355.0K
Parallel Advisors, LLC7,063
0.0% of portfolio›$354.2K
Concurrent Investment Advisors, LLC6,803
0.0% of portfolio›$341.1K
Cordgrass Capital Advisors, LLC6,671
0.1% of portfolio›$334.5K
Willis Johnson Wealth, Inc.6,656
0.0% of portfolio›$333.8K
Affiance Financial, LLC6,562
0.0% of portfolio›$329.0K
Ironwood Wealth Management, Llc.6,386
0.1% of portfolio›$320.2K
Asset Allocation & Management Company, LLC6,257
0.0% of portfolio›$314
Industrial Alliance Investment Management Inc.6,257
0.0% of portfolio›$314
SeaCrest Wealth Management, LLC5,886
0.0% of portfolio›$295.1K
Ramiah Investment Group5,667
0.2% of portfolio›$284.1K
Advisor Resource Council5,291
0.1% of portfolio›$262.9K
Nolet Wealth Management, LLC5,092
0.1% of portfolio›$255.3K
TME Financial, Inc.4,928
0.2% of portfolio›$247.1K
Market Street Wealth Management Advisors LLC4,718
0.0% of portfolio›$236.6K
EverSource Wealth Advisors, LLC4,607
0.0% of portfolio›$231.0K
Wedbush Securities Inc4,554
0.0% of portfolio›$228
B.O.S.S. Retirement Advisors, LLC4,447
0.1% of portfolio›$223.0K
Beacon Financial Group4,347
0.0% of portfolio›$218.0K
Nations Financial Group Inc,4,333
0.0% of portfolio›$217.3K
Founders Financial Securities LLC4,301
0.0% of portfolio›$215.6K
Advus Financial Partners, LLC4,287
0.1% of portfolio›$215.0K
McKinley Carter Wealth Services, Inc.4,255
0.0% of portfolio›$213.3K
Independent Wealth Network Inc.4,223
0.1% of portfolio›$211.8K
Legacy Advisors, LLC4,146
0.0% of portfolio›$207.9K
Avior Wealth Management, LLC4,145
0.0% of portfolio›$207.8K
Lanark Financial, Inc.4,110
0.0% of portfolio›$206.1K
Harbor Capital Advisors, Inc.4,082
0.0% of portfolio›$205
Harmony Asset Management LLC4,069
0.1% of portfolio›$204.0K
Hippocratic Financial Advisors, LLC3,990
0.1% of portfolio›$200.1K
Markowski Investments3,975
0.0% of portfolio›$199.3K
Physician Wealth Advisors, Inc.3,660
0.0% of portfolio›$183.5K
Private Trust Co NA3,559
0.0% of portfolio›$178.4K
Decker Retirement Planning Inc.3,317
0.1% of portfolio›$166.3K
Essential Partners LLC3,261
0.1% of portfolio›$163.5K
Quest 10 Wealth Builders, Inc.3,257
0.1% of portfolio›$163.3K
Tsfg, LLC2,876
0.0% of portfolio›$144
Kingdom Financial Group Llc.2,577
0.0% of portfolio›$129.2K
Montag A & Associates Inc2,350
0.0% of portfolio›$117.8K
Gilpin Wealth Management, LLC2,119
0.1% of portfolio›$106.2K
Wealth Enhancement Trust Services, Inc.1,971
0.0% of portfolio›$98.8K
Lloyd Advisory Services, Llc.1,904
0.0% of portfolio›$95.4K
Capital Investment Counsel, Inc1,700
0.0% of portfolio›$85.2K
Ares Financial Consulting, LLC1,577
0.1% of portfolio›$79.1K
Raleigh Capital Management Inc.1,567
0.0% of portfolio›$78.6K
Creative Financial Designs Inc1,501
0.0% of portfolio›$75.3K
Entrust Financial LLC1,494
0.0% of portfolio›$74.9K
Compass Financial Management LLC1,481
0.0% of portfolio›$74.2K
Capital Investment Advisory Services, LLC1,402
0.0% of portfolio›$70.3K
Spire Wealth Management1,361
0.0% of portfolio›$68.2K
Ashton Thomas Securities, LLC1,272
0.0% of portfolio›$63.8K
Rakuten Securities, Inc.1,159
0.0% of portfolio›$58.1K
CoreCap Advisors, LLC1,152
0.0% of portfolio›$57.8K
Root Financial Partners, LLC1,061
0.0% of portfolio›$53.2K
TD Waterhouse Canada Inc.1,039
0.0% of portfolio›$52.1K
Ascentis Wealth Management, LLC1,037
0.0% of portfolio›$52.0K
Murphy & Mullick Capital Management Corp905
0.0% of portfolio›$45.4K
Barnes Dennig Private Wealth Management LLC891
0.0% of portfolio›$44.7K
JFS Wealth Advisors, LLC856
0.0% of portfolio›$42.9K
Wagner Wealth Management, LLC820
0.0% of portfolio›$41.1K
Trust Co of Vermont776
0.0% of portfolio›$38.9K
Jacobi Capital Management LLC760
0.0% of portfolio›$38.1K
Hurley Capital, LLC682
0.0% of portfolio›$34.2K
Deane Retirement Strategies, Inc.603
0.0% of portfolio›$30.2K
Cape Investment Advisory, Inc.589
0.0% of portfolio›$29.5K
First Horizon Corp583
0.0% of portfolio›$29.2K
Asset Dedication, LLC548
0.0% of portfolio›$27.5K
Sellwood Investment Partners LLC541
0.0% of portfolio›$27.1K
Abound Wealth Management533
0.0% of portfolio›$26.7K
Archer Investment Corp465
0.0% of portfolio›$23.3K
Montgomery Financial Services LLC449
0.0% of portfolio›$22.5K
Reap Financial Group, LLC431
0.0% of portfolio›$21.6K
Washington Trust Advisors, Inc.414
0.0% of portfolio›$20.8K
Larson Financial Group LLC413
0.0% of portfolio›$20.7K
United Community Bank408
0.0% of portfolio›$20.5K
Security National Bank400
0.0% of portfolio›$20.1K
Signaturefd, LLC356
0.0% of portfolio›$17.9K
Wilmington Savings Fund Society, FSB343
0.0% of portfolio›$17.2K
Duncker Streett & Co Inc205
0.0% of portfolio›$10.3K
Networth Advisors, LLC201
0.0% of portfolio›$10.1K
First Community Trust NA195
0.0% of portfolio›$9.8K
Tounjian Advisory Partners, LLC165
0.0% of portfolio›$8.3K
Latitude Advisors, LLC149
0.0% of portfolio›$7.5K
Wilkerson Advisory Group LLC141
0.0% of portfolio›$7.1K
Golden State Wealth Management, LLC135
0.0% of portfolio›$6.8K
Mosley Wealth Management134
0.0% of portfolio›$6.9K
Financial Network Wealth Advisors LLC126
0.0% of portfolio›$6.3K
GK Wealth Management LLC77
0.0% of portfolio›$3.9K
Lodestone Wealth Management LLC74
0.0% of portfolio›$3.7K
Evolution Wealth Management Inc.73
0.0% of portfolio›$3.7K
Investors Research Corp66
0.0% of portfolio›$3.3K
Elevated Capital Advisors, LLC53
0.0% of portfolio›$2.7K
Kroeger Financial Partners29
0.0% of portfolio›$1.5K
Olistico Wealth, LLC27
0.0% of portfolio›$1.4K
Realta Investment Advisors17
0.0% of portfolio›$852
Balance Wealth Partners LLC12
0.0% of portfolio›$617
Silver Grove Financial Group, Inc.11
0.0% of portfolio›$553
IMG Wealth Management, Inc.2
0.0% of portfolio›$100
AlphaCore Capital LLC2
0.0% of portfolio›$110
TD Private Client Wealth LLC1
0.0% of portfolio›$32
Provenance Wealth Advisors, LLC1
0.0% of portfolio›$50
Horizon Financial Services, LLC0
0.0% of portfolio›$0
Ascentis Independent Advisors0
0.0% of portfolio›$271
StyleTurnoverLocationFiled
Cassaday & Co Wealth Management LLC
4,596,950$230.5M4.1%ETFVery LowMclean, VA2026-10-27
Mirae Asset Global Investments Co., Ltd.
1,945,415$97.5M0.2%GrowthLowSeoul, Malaysia2026-11-03
Rainwater Charitable Foundation
1,262,702$63.3M21.9%ETFVery LowFort Worth, TX2026-10-16
Bank of New York Mellon Corp
1,100,915$55.2M0.0%CoreLowNew York, NY2026-11-05
Truist Financial Corp
1,039,525$52.1M0.1%CoreLowCharlotte, NC2026-10-30
Citigroup Inc
965,398$48.4M0.0%CoreMediumNew York, NY2026-11-04
Facet Wealth, Inc.
907,965$45.5M0.6%IndexVery LowWest Palm Beach, FL2026-11-04
Forum Financial Management, LP
839,681$42.1M0.5%ETFLowLombard, IL2026-10-16
Barry Investment Advisors, LLC
782,577$39.2M7.5%ETFLowNew Bedford, MA2026-10-14
Assetmark, Inc
689,742$34.6M0.1%ETFLowConcord, CA2026-10-21
Lockheed Martin Investment Management Co
640,000$32.1M2.3%GrowthMediumBethesda, MD2026-11-04
Nottingham Advisors, Inc.
534,437$26.7M3.3%ETFLowAmherst, NY2026-10-29
GenWealth Group, Inc.
448,673$22.5M3.5%ETFMediumMaplewood, NJ2026-10-16
Klaas Financial Asset Advisors, LLC
444,230$22.3M2.8%ETFVery LowLoves Park, IL2026-10-19
Retirement Financial Solutions, LLC
393,592$19.7M4.7%ETFMediumKnoxville, TN2026-10-20
Obermeyer Wealth Partners
372,331$18.7M0.7%GrowthLowAspen, CO2026-10-21
Gleason Group, Inc.
364,461$18.3M1.6%ETFVery LowProspect, KY2026-10-15
Professional Financial Management, Inc.
348,870$17.5M17.8%ETFMediumAppleton, WI2026-10-22
Strata Wealth Advisors, LLC
330,827$16.6M3.9%ETFLowDallas, TX2026-10-16
Financial Life Advisors
292,671$14.7M4.2%ETFLowSan Antonio, TX2026-10-14
Cambridge Investment Research Advisors, Inc.
272,574$13.7K0.0%ETFLowFairfield, IA2026-11-02
Keybank National Association
267,472$13.4M0.0%CoreLowBrooklyn, OH2026-11-04
Warwick Investment Management, Inc.
260,046$13.0M1.5%ETFLowBryan, TX2026-10-19
Aurelius Family Office LLC
225,389$11.3M4.5%ETFVery LowBedford, NH2026-10-23
Vicus Capital
210,756$10.6M0.7%ETFMediumState College, PA2026-11-05
Diversify Wealth Management, LLC
191,254$9.8M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
191,254$9.8M0.1%GrowthLowSandy, UT2026-10-20
Quadratic Capital Management LLC
189,814$9.5M5.2%ETFVery LowGreenwich, CT2026-10-13
Wealth Enhancement Advisory Services, LLC
160,967$8.1M0.0%CoreLowPlymouth, MN2026-10-13
Rinkey Investments
158,910$8.0M1.9%ETFLowSan Diego, CA2026-10-28
Focus Financial Network, Inc.
150,046$7.5M0.2%ETFLowMinneapolis, MN2026-10-14
Davenport & Co LLC
148,289$7.4M0.0%CoreMediumRichmond, VA2026-10-14
Courier Capital LLC
147,229$7.4M0.4%ETFLowBuffalo, NY2026-10-19
Towneley Capital Management, Inc / de
144,915$7.3M1.4%ETFVery LowLaguna Hills, CA2026-10-09
Hennion & Walsh Asset Management, Inc.
142,572$7.1M0.2%ValueMediumParsippany, NJ2026-10-13
BIP Wealth, LLC
135,932$6.8M0.2%ETFMediumAtlanta, GA2026-10-22
Blue Trust, Inc.
132,623$6.6M0.1%ETFLowBrentwood, TN2026-10-15
Kestra Private Wealth Services, LLC
131,352$6.6M0.1%GrowthLowAustin, TX2026-10-30
S. R. Schill & Associates
127,738$6.4M4.0%ETFMediumMercer Island, WA2026-10-20
Greenwood Capital Associates LLC
121,202$6.1M0.6%CoreMediumGreenwood, SC2026-10-27
Signal Advisors Wealth, LLC
119,448$6.0M0.3%ETFLowDetroit, MI2026-10-13
First National Trust Co
118,302$5.9M0.2%GrowthLowJohnstown, PA2026-10-28
Compound Planning, Inc.
117,672$5.9M0.2%CoreLowNew York, NY2026-11-05
IPG Investment Advisors LLC
109,165$5.5M0.8%CoreMediumSan Diego, CA2026-10-30
Ackerman Capital Advisors, LLC
106,189$5.3M1.0%ETFLowDallas, TX2026-10-30
American National Bank of Texas
105,660$5.3M4.8%ETFMediumRichardson, TX2026-10-07
Websterrogers Financial Advisors, LLC
102,642$5.1M1.4%ETFVery LowFlorence, SC2026-11-02
Elevation Point Wealth Partners, LLC
101,043$5.1M0.1%CoreHighDenver, CO2026-11-05
Fiduciary Financial Group, LLC
98,820$5.0M0.6%ETFLowSan Rafael, CA2026-10-13
Mather Group, Llc.
97,563$4.9M0.0%ETFMediumChicago, IL2026-10-14
Gladwyn Financial Advisors, Inc.
97,104$4.9M3.1%ETFVery LowChantilly, VA2026-10-05
Kitching Partners, LLC
93,293$4.7M3.5%ETFLowConshohocken, PA2026-11-02
Skyline Advisors, Inc.
91,582$4.6M1.4%ETFMediumBellingham, WA2026-11-03
iA Global Asset Management Inc.
90,796$4.6K0.0%GrowthMediumQuebec, Austria2026-10-29
Versant Capital Management, Inc
88,746$4.4M0.4%GARPLowPhoenix, AZ2026-10-02
Anderson Hoagland & Co
84,765$4.4M0.3%ETFLowSt Louis, MO2026-10-23
Miller Financial Services LLC
82,865$4.2M3.2%CoreLowMarshall, MI2026-10-20
RHS Financial, LLC
80,603$4.0M1.4%ETFMediumSan Francisco, CA2026-10-13
Commonwealth Equity Services, LLC
77,668$3.9M0.0%ETFLowWaltham, MA2026-11-02
Graetz Wealth LLC
76,900$3.9M3.0%ETFMediumJenison, MI2026-10-27
Forthright Family Wealth Advisory LLC
73,969$3.7M2.1%ETFHighHouston, TX2026-11-03
Farther Finance Advisors, LLC
70,863$3.6M0.0%IndexLowSan Francisco, CA2026-10-08
VestGen Advisors, LLC
69,077$3.5M0.1%GrowthMediumChicago, IL2026-10-27
WBH Advisory Inc
67,036$3.4M0.2%ETFLowBaltimore, MD2026-11-05
Walkner Condon Financial Advisors LLC
64,213$3.2M0.4%ETFLowVerona, WI2026-11-02
Perigon Wealth Management, LLC
63,977$3.2M0.0%GrowthLowSan Francisco, CA2026-10-22
Annex Advisory Services, LLC
62,706$3.1M0.1%GrowthHighBrookfield, WI2026-10-16
Kestra Advisory Services, LLC
59,222$3.0M0.0%CoreLowAustin, TX2026-11-02
Crestwood Advisors Group, LLC
59,024$3.0M0.0%GrowthLowBoston, MA2026-10-27
IFP Advisors, Inc
58,103$2.9M0.0%GrowthLowTampa, FL2026-10-16
LeConte Wealth Management, LLC
56,325$2.8M1.5%GrowthMediumMaryville, TN2026-10-20
Transcendent Capital Group LLC
55,120$2.8M1.1%ETFMediumEdmond, OK2026-10-28
Fifth Third Bancorp
54,909$2.8M0.0%IndexVery LowCincinnati, OH2026-11-05
Smart Wealth LLC
53,992$2.7M0.6%ETFHighOmaha, NE2026-11-04
Bell Investment Advisors, Inc
53,159$2.7M0.4%ETFVery LowOrinda, CA2026-10-29
SBI Securities Co., Ltd.
52,160$2.6M0.1%Agg GrowthLowTokyo, Mexico2026-10-22
Buck Wealth Strategies, LLC
51,701$2.6M0.2%ValueMediumDenver, CO2026-10-28
Quattro Financial Advisors LLC
50,559$2.5M0.5%ETFMediumMontgomery, TX2026-10-15
Thrivent Financial for Lutherans
49,384$2.5K0.0%GARPMediumMinneapolis, MN2026-11-05
Brindle & Bay Financial Advisors, LLC
43,347$2.2M0.8%ETFMediumFrisco, TX2026-10-15
Kings Path Partners LLC
41,637$2.1M0.5%ETFVery LowSugar Land, TX2026-10-21
James Investment Research, Inc.
41,055$2.1M0.2%CoreLowAlpha, OH2026-10-22
Thrive Capital Management, LLC
40,569$2.0M0.4%CoreMediumFort Washington, PA2026-10-28
Park Avenue Securities LLC
38,411$1.9K0.0%ETFMediumNew York, NY2026-10-26
Titan Investment Management LLC
37,991$1.9M1.4%GrowthMediumIndianapolis, IN2026-10-22
Simplicity Wealth,LLC
36,993$1.9M0.1%ETFLowSummit, NJ2026-10-23
Catalyst Private Wealth, LLC
35,181$1.8M0.7%ETFVery LowSan Mateo, CA2026-10-13
Laurel OAK Wealth Management, LLC
35,062$1.8M0.2%GrowthLowMarlton, NJ2026-10-19
Bryn Mawr Trust Advisors, LLC
33,604$1.7M0.1%CoreLowPhiladelphia, PA2026-11-04
Brookstone Capital Management
32,911$1.7M0.0%ETFMediumWheaton, IL2026-10-22
Flagship Wealth Advisors, LLC
32,514$1.6M0.4%ETFLowWakefield, MA2026-11-03
Marion Wealth Management
32,113$1.6M0.3%ETFVery LowMonroeville, PA2026-10-22
Wlth Capital Management, LLC
31,459$1.6M9.6%ETFN/AChandler, AZ2026-10-20
rebel Financial LLC
30,795$1.5M0.6%N/AVery LowGroveport, OH2026-11-04
McAdam, LLC
30,543$1.5M0.1%ETFLowPhiladelphia, PA2026-10-21
Legacy Wealth Asset Management, LLC
29,195$1.5M0.3%GARPMediumWoodbury, MN2026-10-09
Regions Financial Corp
29,035$1.5M0.0%CoreLowBirmingham, AL2026-11-05
Svrn Asset Management, LLC
28,600$1.4M0.7%ETFVery LowAustin, TX2026-11-02
Glass Jacobson Investment Advisors llc
25,825$1.3M0.4%ETFLowOwings Mills, MD2026-10-26
Clarity Wealth Advisors, LLC
24,175$1.2M0.2%ETFVery LowSan Jose, CA2026-10-21
Creative Planning
23,548$1.2M0.0%IndexVery LowOverland Park, KS2026-11-02
One Day In July LLC
21,810$1.1M0.1%ETFVery LowBurlington, VT2026-10-30
Lord & Richards Wealth Management, LLC
21,141$1.1M0.8%ETFMediumHighlands Ranch, CO2026-10-14
Atria Investments, Inc
20,358$1.0M0.0%CoreMediumCharlotte, NC2026-10-15
AmeriServ Wealth Advisors
19,432$974.3K0.8%ETFVery LowJohnstown, PA2026-10-21
Hicks Capital Management LLC
19,231$1.1M0.9%ETFVery LowColumbus, OH2026-10-20
Uptick Partners, LLC
18,700$937.6K0.1%ETFLowNacogdoches, TX2026-11-04
Compagnie Lombard Odier SCmA
18,158$910.4K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Vise Technologies, Inc.
18,030$904.0K0.0%IndexLowNew York, NY2026-10-29
Centurion Wealth Management LLC
17,574$881.1K0.2%ETFMediumMclean, VA2026-10-13
US Bancorp \de\
17,369$870.9K0.0%IndexLowMinneapolis, MN2026-11-05
Verity Asset Management, Inc.
16,015$803.0K0.3%CoreMediumDurham, NC2026-10-30
Fund Evaluation Group, LLC
15,835$794.0K0.0%ETFLowCincinnati, OH2026-11-05
Prime Capital Investment Advisors, LLC
15,670$785.7K0.0%ETFLowOverland Park, KS2026-10-20
Asset One Wealth Management LLC
14,574$730.7K0.1%GrowthLowBellevue, WA2026-11-02
Independence Bank of Kentucky
13,389$671.3K0.1%GrowthLowOwensboro, KY2026-10-26
National Wealth Management Group, LLC
13,387$671.2K0.2%ETFMediumCincinnati, OH2026-10-26
Rakuten Investment Management, Inc.
12,831$646.3K0.0%ETFMediumTokyo, Mexico2026-10-30
Key Capital Management, Inc
12,825$643.0K0.2%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Cantor Fitzgerald Investment Advisors L.P.
12,568$630.2K0.0%YieldLowNew York, NY2026-10-21
Sanders Morris Harris LLC
12,050$613.5K0.1%GARPLowHouston, TX2026-10-14
Daymark Wealth Partners, LLC
11,907$597.0K0.0%CoreLowCincinnati, OH2026-11-04
Shade Tree Advisors LLC
11,469$575.1K0.3%ETFMediumSaratoga Springs, NY2026-10-22
HBW Advisory Services LLC
10,982$550.6K0.1%ETFMediumSimi Valley, CA2026-10-15
Sightline Wealth Advisors, LLC
10,033$503.0K0.2%ETFLowGroton, CT2026-10-21
Nicholas Wealth, Llc.
9,946$498.7K0.3%GrowthMediumMarietta, GA2026-10-26
Silverleafe Capital Partners, LLC
9,712$487.0K0.1%CoreMediumGermantown, TN2026-10-02
Aspect Partners, LLC
9,644$483.6K0.2%ETFMediumFairfax, VA2026-10-20
Altfest L J & Co Inc
9,493$476.0K0.0%ETFHighNew York, NY2026-10-27
Wealthcare Advisory Partners LLC
9,476$475.1K0.0%ETFLowWest Chester, PA2026-10-21
Narwhal Capital Management
9,445$473.6K0.0%CoreLowMarietta, GA2026-11-04
D.B. Root & Company, LLC
9,341$468.4K0.1%ETFLowPittsburgh, PA2026-11-04
Eagle Strategies LLC
9,277$465.1K0.0%ETFLowNew York, NY2026-10-16
Acute Investment Advisory, LLC
9,094$456.0K5.1%ETFMediumMesa, AZ2026-10-16
Arkansas Financial Group, Inc.
9,093$455.9K0.1%ETFVery LowLittle Rock, AR2026-10-26
Shepherd Financial Partners LLC
8,547$428.5K0.0%ETFLowWinchester, MA2026-11-03
LifeWealth Investments, LLC
8,116$406.9K0.1%ETFMediumWinter Garden, FL2026-10-21
Ashton Thomas Private Wealth, LLC
8,102$406.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Wedmont Private Capital
7,991$400.7K0.0%IndexVery LowWest Chester, PA2026-10-09
Gibbs Wealth Management
7,928$397.5K0.0%CoreLowAlpharetta, GA2026-10-22
Lynx Capital Group LTD
7,751$388.6K0.2%ValueLowBeachwood, OH2026-11-04
BAM Wealth Management, LLC
7,713$386.7K0.2%ETFHighLakewood, CO2026-10-15
Compass Ion Advisors, LLC
7,562$379.2K0.0%ETFVery LowConshohocken, PA2026-10-23
TSA Wealth Managment LLC
7,475$374.8K0.1%ETFMediumHouston, TX2026-10-22
Verdence Capital Advisors LLC
7,204$361.2K0.0%CoreMediumHunt Valley, MD2026-10-26
Weaver Consulting Group
7,080$355.0K0.1%ETFLowHuntington Beach, CA2026-10-07
Parallel Advisors, LLC
7,063$354.2K0.0%IndexLowSan Francisco, CA2026-11-03
Concurrent Investment Advisors, LLC
6,803$341.1K0.0%GrowthMediumTampa, FL2026-10-16
Cordgrass Capital Advisors, LLC
6,671$334.5K0.1%CoreLowRaleigh, NC2026-10-30
Willis Johnson Wealth, Inc.
6,656$333.8K0.0%ETFLowHouston, TX2026-11-03
Affiance Financial, LLC
6,562$329.0K0.0%ETFVery LowSt. Louis Park, MN2026-10-15
Ironwood Wealth Management, Llc.
6,386$320.2K0.1%ETFLowChandler, AZ2026-10-28
Asset Allocation & Management Company, LLC
6,257$3140.0%ETFLowChicago, IL2026-10-13
Industrial Alliance Investment Management Inc.
6,257$3140.0%ETFVery LowQuebec, Austria2026-10-29
SeaCrest Wealth Management, LLC
5,886$295.1K0.0%GrowthLowPurchase, NY2026-10-21
Ramiah Investment Group
5,667$284.1K0.2%ETFHighBrookfield, WI2026-10-20
Advisor Resource Council
5,291$262.9K0.1%ETFLowDallas, TX2026-11-05
Nolet Wealth Management, LLC
5,092$255.3K0.1%ETFMediumFort Worth, TX2026-10-15
TME Financial, Inc.
4,928$247.1K0.2%ETFMediumHuntington Beach, CA2026-10-14
Market Street Wealth Management Advisors LLC
4,718$236.6K0.0%ETFMediumIndianapolis, IN2026-10-09
EverSource Wealth Advisors, LLC
4,607$231.0K0.0%CoreMediumBirmingham, AL2026-11-04
Wedbush Securities Inc
4,554$2280.0%CoreLowPasadena, CA2026-10-22
B.O.S.S. Retirement Advisors, LLC
4,447$223.0K0.1%ETFMediumLehi, UT2026-10-26
Beacon Financial Group
4,347$218.0K0.0%ETFMediumDallas, TX2026-10-19
Nations Financial Group Inc,
4,333$217.3K0.0%CoreLowCedar Rapids, IA2026-11-05
Founders Financial Securities LLC
4,301$215.6K0.0%ETFMediumTowson, MD2026-10-28
Advus Financial Partners, LLC
4,287$215.0K0.1%ETFLowWinter Park, FL2026-10-20
McKinley Carter Wealth Services, Inc.
4,255$213.3K0.0%ETFMediumWheeling, WV2026-10-16
Independent Wealth Network Inc.
4,223$211.8K0.1%ETFMediumUrbandale, IA2026-10-19
Legacy Advisors, LLC
4,146$207.9K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Avior Wealth Management, LLC
4,145$207.8K0.0%ETFMediumOmaha, NE2026-10-13
Lanark Financial, Inc.
4,110$206.1K0.0%CoreMediumBirmingham, AL2026-10-26
Harbor Capital Advisors, Inc.
4,082$2050.0%ValueHighChicago, IL2026-10-22
Harmony Asset Management LLC
4,069$204.0K0.1%GrowthMediumScottsdale, AZ2026-10-20
Hippocratic Financial Advisors, LLC
3,990$200.1K0.1%ETFLowWestlake Village, CA2026-10-13
Markowski Investments
3,975$199.3K0.0%ETFN/ATampa, FL2026-10-30
Physician Wealth Advisors, Inc.
3,660$183.5K0.0%ETFMediumMidvale, UT2026-10-20
Private Trust Co NA
3,559$178.4K0.0%CoreLowCleveland, OH2026-10-20
Decker Retirement Planning Inc.
3,317$166.3K0.1%Agg GrowthVery HighLevi, UT2026-10-19
Essential Partners LLC
3,261$163.5K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Quest 10 Wealth Builders, Inc.
3,257$163.3K0.1%ETFLowFuquay-Varina, VA2026-11-02
Tsfg, LLC
2,876$1440.0%ETFLowLake Forest, IL2026-10-23
Kingdom Financial Group Llc.
2,577$129.2K0.0%ETFMediumPeoria, AZ2026-11-04
Montag A & Associates Inc
2,350$117.8K0.0%CoreLowAtlanta, GA2026-10-29
Gilpin Wealth Management, LLC
2,119$106.2K0.1%GrowthLowDenver, CO2026-10-09
Wealth Enhancement Trust Services, Inc.
1,971$98.8K0.0%GrowthMediumSioux Falls, SD2026-10-07
Lloyd Advisory Services, Llc.
1,904$95.4K0.0%ETFVery HighSuwanee, GA2026-11-02
Capital Investment Counsel, Inc
1,700$85.2K0.0%GrowthVery LowRaleigh, NC2026-10-20
Ares Financial Consulting, LLC
1,577$79.1K0.1%CoreLowCalabasas, CA2026-10-19
Raleigh Capital Management Inc.
1,567$78.6K0.0%CoreMediumCary, NC2026-10-28
Creative Financial Designs Inc
1,501$75.3K0.0%ETFMediumKokomo, IN2026-11-04
Entrust Financial LLC
1,494$74.9K0.0%ETFLowWayne, PA2026-11-04
Compass Financial Management LLC
1,481$74.2K0.0%CoreN/ATampa, FL2026-10-30
Capital Investment Advisory Services, LLC
1,402$70.3K0.0%CoreMediumRaleigh, NC2026-10-30
Spire Wealth Management
1,361$68.2K0.0%GrowthMediumMclean, VA2026-10-30
Ashton Thomas Securities, LLC
1,272$63.8K0.0%ETFMediumRochester, NY2026-10-26
Rakuten Securities, Inc.
1,159$58.1K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
CoreCap Advisors, LLC
1,152$57.8K0.0%ETFMediumSouthfield, MI2026-10-08
Root Financial Partners, LLC
1,061$53.2K0.0%ETFMediumEncinitas, CA2026-10-21
TD Waterhouse Canada Inc.
1,039$52.1K0.0%CoreLowToronto, Australia2026-10-16
Ascentis Wealth Management, LLC
1,037$52.0K0.0%Agg GrowthLowDallas, TX2026-11-03
Murphy & Mullick Capital Management Corp
905$45.4K0.0%GrowthLowSmithtown, NY2026-11-02
Barnes Dennig Private Wealth Management LLC
891$44.7K0.0%CoreLowCincinnati, OH2026-10-30
JFS Wealth Advisors, LLC
856$42.9K0.0%ETFVery LowHermitage, PA2026-11-03
Wagner Wealth Management, LLC
820$41.1K0.0%ETFLowGreenville, SC2026-10-21
Trust Co of Vermont
776$38.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Jacobi Capital Management LLC
760$38.1K0.0%CoreLowPittston, PA2026-11-05
Hurley Capital, LLC
682$34.2K0.0%GARPMediumNew York, NY2026-11-05
Deane Retirement Strategies, Inc.
603$30.2K0.0%CoreVery HighNew Orleans, LA2026-10-09
Cape Investment Advisory, Inc.
589$29.5K0.0%ETFLowMcdonough, GA2026-10-13
First Horizon Corp
583$29.2K0.0%CoreLowMemphis, TN2026-10-26
Asset Dedication, LLC
548$27.5K0.0%ETFLowSan Francisco, CA2026-11-03
Sellwood Investment Partners LLC
541$27.1K0.0%ETFLowPortland, OR2026-11-03
Abound Wealth Management
533$26.7K0.0%ETFVery LowFranklin, TN2026-10-26
Archer Investment Corp
465$23.3K0.0%CoreMediumCarmel, IN2026-11-05
Montgomery Financial Services LLC
449$22.5K0.0%ETFN/AOcean City, MD2026-11-03
Reap Financial Group, LLC
431$21.6K0.0%ETFLowAustin, TX2026-11-02
Washington Trust Advisors, Inc.
414$20.8K0.0%GrowthLowWellesley, MA2026-10-22
Larson Financial Group LLC
413$20.7K0.0%GrowthLowSt Louis, MO2026-11-05
United Community Bank
408$20.5K0.0%CoreLowGreenville, SC2026-10-28
Security National Bank
400$20.1K0.0%GrowthLowOmaha, NE2026-10-26
Signaturefd, LLC
356$17.9K0.0%IndexLowAtlanta, GA2026-10-23
Wilmington Savings Fund Society, FSB
343$17.2K0.0%CoreLowWilmington, DE2026-10-23
Duncker Streett & Co Inc
205$10.3K0.0%GrowthLowSt. Louis, MO2026-10-27
Networth Advisors, LLC
201$10.1K0.0%ETFMediumCanonsburg, PA2026-11-03
First Community Trust NA
195$9.8K0.0%GrowthLowDubuque, IA2026-10-07
Tounjian Advisory Partners, LLC
165$8.3K0.0%GrowthHighFort Myers, FL2026-11-04
Latitude Advisors, LLC
149$7.5K0.0%ETFLowYorkville, IL2026-10-27
Wilkerson Advisory Group LLC
141$7.1K0.0%ETFMediumColumbia, MO2026-10-20
Golden State Wealth Management, LLC
135$6.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Mosley Wealth Management
134$6.9K0.0%ETFHighAnaheim, CA2026-10-16
Financial Network Wealth Advisors LLC
126$6.3K0.0%ETFLowMurray, UT2026-10-28
GK Wealth Management LLC
77$3.9K0.0%GARPVery HighReno, NV2026-10-09
Lodestone Wealth Management LLC
74$3.7K0.0%CoreLowSpokane, WA2026-10-14
Evolution Wealth Management Inc.
73$3.7K0.0%ETFMediumFort Myers, FL2026-10-28
Investors Research Corp
66$3.3K0.0%ETFLowAtlanta, GA2026-10-07
Elevated Capital Advisors, LLC
53$2.7K0.0%ETFMediumSandy, UT2026-11-04
Kroeger Financial Partners
29$1.5K0.0%ETFN/AGrass Valley, CA2026-10-19
Olistico Wealth, LLC
27$1.4K0.0%GrowthVery LowTulsa, OK2026-10-05
Realta Investment Advisors
17$8520.0%GrowthMediumWilmington, DE2026-10-14
Balance Wealth Partners LLC
12$6170.0%ETFMediumWorthington, OH2026-10-27
Silver Grove Financial Group, Inc.
11$5530.0%CoreMediumOrchard Park, NY2026-11-05
IMG Wealth Management, Inc.
2$1000.0%ETFMediumJacksonville, FL2026-10-27
AlphaCore Capital LLC
2$1100.0%ETFLowLa Jolla, CA2026-11-04
TD Private Client Wealth LLC
1$320.0%ETFLowNew York, NY2026-10-28
Provenance Wealth Advisors, LLC
1$500.0%ETFLowFort Lauderdale, FL2026-10-30
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04
Ascentis Independent Advisors
0$2710.0%ETFLowDallas, TX2026-11-03