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Victoryshares Free Cash Flow (VFLO)

CUSIP: 92647X830 | NYSE | 439 institutional holders

Quarters

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

Traphagen Investment Advisors LLC2,113,109
7.4% of portfolio›$108.2M
Krilogy Financial LLC1,670,612
2.4% of portfolio›$88.4M
Parallel Advisors, LLC1,662,328
1.1% of portfolio›$85.1M
Commonwealth Equity Services, LLC1,515,806
0.1% of portfolio›$77.6M
Goldstein Advisors, LLC1,131,051
5.1% of portfolio›$57.9M
RVW Wealth, LLC1,110,720
3.6% of portfolio›$56.9M
StoneX Group Inc.1,063,766
2.0% of portfolio›$54.5M
Cambridge Investment Research Advisors, Inc.935,563
0.0% of portfolio›$47.9K
Concurrent Investment Advisors, LLC604,077
0.2% of portfolio›$30.9M
Wilkerson Advisory Group LLC596,066
9.1% of portfolio›$30.5M
MKP Capital Management, L.L.C.561,700
0.9% of portfolio›$28.8M
Sepio Capital, LP548,263
1.1% of portfolio›$28.1M
Ledyard National Bank543,226
2.2% of portfolio›$27.8M
Allen Capital Group, LLC455,173
1.9% of portfolio›$23.3M
Wealthcare Advisory Partners LLC455,099
0.4% of portfolio›$23.3M
Truist Financial Corp454,782
0.0% of portfolio›$23.3M
Teamwork Financial Advisors, LLC424,999
2.4% of portfolio›$21.8M
Financial Enhancement Group LLC414,586
2.5% of portfolio›$21.7M
Beacon Capital Management, Inc.412,730
1.3% of portfolio›$21.1M
Curry Webb Wealth Management LLC411,381
7.8% of portfolio›$18.8M
Landmark Wealth Management, LLC381,107
4.7% of portfolio›$19.5M
Sowa Financial Group, Inc.322,850
0.0% of portfolio›$16.5K
Weil Company, Inc.319,301
2.8% of portfolio›$16.3M
Flagship Harbor Advisors, LLC280,185
0.5% of portfolio›$14.3M
Wealth Enhancement Advisory Services, LLC266,562
0.0% of portfolio›$14.1M
Hudock, Inc.254,979
1.7% of portfolio›$13.1M
Triumph Capital Management227,413
2.0% of portfolio›$11.6M
Financial Designs Corp225,542
5.9% of portfolio›$11.5M
Atria Investments, Inc214,128
0.1% of portfolio›$11.0M
Gerber, LLC210,953
4.9% of portfolio›$10.8M
Trademark Financial Management, LLC194,201
4.0% of portfolio›$9.9M
Cornerstone Wealth Group, LLC189,284
0.5% of portfolio›$9.7M
Exchange Traded Concepts, LLC182,731
0.0% of portfolio›$9.4M
Accordant Advisory Group Inc176,242
5.7% of portfolio›$9.0M
Clarity Asset Management, Inc.173,795
4.3% of portfolio›$8.9M
Huntleigh Advisors, Inc.172,849
1.2% of portfolio›$8.8M
Simplicity Wealth,LLC157,455
0.2% of portfolio›$8.1M
Bank of New York Mellon Corp155,996
0.0% of portfolio›$8.0M
Y-Intercept (Hong Kong) Ltd148,252
0.2% of portfolio›$7.6M
Boyce & Associates Wealth Consulting, Inc.148,081
4.6% of portfolio›$7.6M
Financial Guidance Group, Inc.142,088
2.6% of portfolio›$7.3M
Cornerstone Wealth Management, LLC130,393
0.3% of portfolio›$6.7M
Laurel OAK Wealth Management, LLC127,966
0.9% of portfolio›$6.6M
KPP Advisory Services LLC126,265
1.1% of portfolio›$6.5M
Patriot Financial Group Insurance Agency, LLC125,304
0.6% of portfolio›$6.4M
Bank of New Hampshire118,284
1.3% of portfolio›$6.1M
Vista Investment Partners II, LLC110,558
2.3% of portfolio›$5.7M
Kestra Advisory Services, LLC106,865
0.0% of portfolio›$5.5M
Future Financial Wealth Managment LLC103,994
3.3% of portfolio›$5.3M
Oppenheimer & Co Inc101,118
0.1% of portfolio›$5.2M
Kennedy Investment Group, Inc.99,840
1.6% of portfolio›$5.1M
Summit Asset Management, LLC95,169
0.6% of portfolio›$4.9M
Mechanics Bank Trust Department89,072
0.6% of portfolio›$4.6M
Cadent Capital Advisors, LLC87,987
1.0% of portfolio›$4.5M
Hidden Cove Wealth Management, LLC84,671
2.3% of portfolio›$4.3M
WBI Investments, LLC80,354
1.1% of portfolio›$4.1M
Farther Finance Advisors, LLC79,639
0.0% of portfolio›$4.1M
Virginia Estate & Retirement Planning Advisors Inc.76,367
4.9% of portfolio›$3.9M
Cap Partners, LLC67,556
1.6% of portfolio›$3.5M
Meridian Wealth Management, LLC64,975
0.1% of portfolio›$3.3M
Vista Investment Partners LLC64,915
0.9% of portfolio›$3.3M
EverSource Wealth Advisors, LLC64,035
0.1% of portfolio›$3.3M
Annex Advisory Services, LLC62,929
0.1% of portfolio›$3.2M
M.E. Allison & Co., Inc.62,754
1.8% of portfolio›$3.2M
Maia Wealth LLC60,040
0.4% of portfolio›$3.1M
Kestra Private Wealth Services, LLC59,795
0.0% of portfolio›$3.1M
BlueChip Wealth Advisors LLC57,913
1.0% of portfolio›$3.0M
Prime Capital Investment Advisors, LLC56,728
0.0% of portfolio›$2.9M
D.A. Davidson & Co.56,475
0.0% of portfolio›$2.9M
Sagespring Wealth Partners, LLC56,260
0.0% of portfolio›$2.9M
Regions Financial Corp53,621
0.0% of portfolio›$2.7M
Global Assets Advisory, LLC53,546
0.6% of portfolio›$2.8M
FIG Financial Advisory Services Inc51,098
1.6% of portfolio›$2.6M
Sigma Planning Corp45,907
0.1% of portfolio›$2.4M
Nations Financial Group Inc,45,257
0.1% of portfolio›$2.3M
Comprehensive Financial Planning, Inc.43,695
1.2% of portfolio›$2.2M
Optivise Advisory Services LLC37,345
0.9% of portfolio›$1.9M
Titleist Asset Management, LLC34,558
0.1% of portfolio›$1.8M
Laurel Wealth Planning LLC34,507
0.8% of portfolio›$1.8M
Embree Financial Group30,923
0.2% of portfolio›$1.6M
Prospera Financial Services Inc30,302
0.0% of portfolio›$1.6M
NWF Advisory Services Inc.30,225
0.1% of portfolio›$1.5M
Independent Financial Group, LLC28,247
0.0% of portfolio›$1.4M
Omnitrust Wealth Management, Inc26,638
1.6% of portfolio›$1.4M
GK Wealth Management LLC26,333
0.8% of portfolio›$1.3M
Tempus Wealth Planning, LLC25,645
0.3% of portfolio›$1.3M
Revisor Wealth Management LLC25,480
0.3% of portfolio›$1.3M
Sylvest Advisors, LLC24,837
0.6% of portfolio›$1.3M
J.W. Cole Advisors, Inc.24,755
0.0% of portfolio›$1.3M
Signature Estate & Investment Advisors LLC23,686
0.0% of portfolio›$1.2M
DDD Partners, LLC23,107
0.1% of portfolio›$1.2M
Mirae Asset Global Investments Co., Ltd.22,000
0.0% of portfolio›$1.1M
Integras Partners LLC21,534
0.6% of portfolio›$1.1M
Wespac Advisors, LLC21,086
0.5% of portfolio›$1.1M
Visionary Wealth Advisors20,758
0.0% of portfolio›$1.1M
Davenport & Co LLC20,445
0.0% of portfolio›$1.0M
Focus Financial Network, Inc.20,341
0.0% of portfolio›$1.0M
Spinnaker Investment Group, LLC20,139
0.2% of portfolio›$1.0M
Kingswood Wealth Advisors, LLC20,083
0.0% of portfolio›$1.0M
Summit Financial Wealth Advisors, LLC19,879
0.1% of portfolio›$1.0M
Creative Planning19,828
0.0% of portfolio›$1.0M
Arsenal Capital Advisors LLC19,728
0.5% of portfolio›$1.0M
Mather Group, Llc.17,763
0.0% of portfolio›$909.3K
Private Trust Co NA16,824
0.1% of portfolio›$861.2K
HB Wealth Management, LLC16,313
0.0% of portfolio›$835.1K
Axxcess Wealth Management, LLC15,982
0.0% of portfolio›$818.1K
Intrua Financial, LLC14,700
0.1% of portfolio›$752.5K
Convergence Financial, LLC14,569
0.1% of portfolio›$745.8K
Compound Planning, Inc.14,353
0.0% of portfolio›$734.8K
Secure Asset Management, LLC13,494
0.1% of portfolio›$690.8K
International Assets Investment Management, LLC12,975
0.0% of portfolio›$676.1K
Carnegie Investment Counsel12,226
0.0% of portfolio›$625.8K
Ocean Park Asset Management, LLC11,971
0.0% of portfolio›$612.8K
New Wave Wealth Advisors LLC11,524
0.2% of portfolio›$613.1K
Indivisible Partners11,411
0.0% of portfolio›$584.2K
Rubicon Advisors, GP11,234
0.4% of portfolio›$575.1K
Redwood Family Wealth LLC11,186
0.5% of portfolio›$572.6K
Balentine LLC11,090
0.0% of portfolio›$567.7K
First American Bank11,052
0.0% of portfolio›$565.8K
Wedbush Securities Inc11,045
0.0% of portfolio›$565
WealthBridge Capital Management, LLC10,829
0.1% of portfolio›$554.3K
Harel Insurance Investments & Financial Services Ltd.10,400
0.0% of portfolio›$532
Key FInancial Inc10,350
0.1% of portfolio›$529.8K
Synergy Asset Management, LLC10,232
0.0% of portfolio›$523.8K
Keeler Thomas Management LLC9,726
0.2% of portfolio›$497.9K
Larson Financial Group LLC9,196
0.0% of portfolio›$470.8K
Zega Investments, LLC8,986
0.1% of portfolio›$460.0K
First Nebraska Trust Co8,679
0.0% of portfolio›$444.2K
Claro Advisors Inc.8,237
0.0% of portfolio›$421.6K
Worth Asset Management, LLC8,090
0.1% of portfolio›$414.1K
Investment Research & Advisory Group, Inc.8,003
0.1% of portfolio›$463.6K
Financial Security Advisor, Inc.7,887
0.1% of portfolio›$403.7K
Lloyd Advisory Services, Llc.7,806
0.2% of portfolio›$399.6K
Raleigh Capital Management Inc.7,504
0.1% of portfolio›$384.1K
Ashton Thomas Securities, LLC7,206
0.0% of portfolio›$368.9K
Carrera Capital Advisors6,906
0.1% of portfolio›$353.5K
Unique Wealth, LLC6,616
0.0% of portfolio›$338.7K
Plan A Wealth LLC6,615
0.1% of portfolio›$338.6K
Centerpoint Advisors, LLC6,051
0.0% of portfolio›$310
Meritas Wealth Management, LLC5,900
0.1% of portfolio›$302.0K
Kestra Investment Management, LLC5,609
0.0% of portfolio›$287.1K
Tortuga Wealth Management, Inc5,600
0.2% of portfolio›$286.7K
Moneco Advisors, LLC5,522
0.0% of portfolio›$282.6K
Blue Zone Wealth Advisors, LLC5,339
0.0% of portfolio›$273.3K
RFG Advisory, LLC5,026
0.0% of portfolio›$257.3K
SLT Holdings LLC4,871
0.1% of portfolio›$249.3K
Elm3 Financial Group, LLC4,621
0.2% of portfolio›$236.5K
Presilium Private Wealth, LLC4,420
0.0% of portfolio›$226.3K
Signature Equity Partners, LLC4,417
0.1% of portfolio›$226.1K
Cullen T Bankers, Inc.4,413
0.0% of portfolio›$225.9K
Lewis Asset Management, LLC4,359
0.1% of portfolio›$223.1K
Envision Financial LLC4,241
0.1% of portfolio›$217.1K
Howard Bailey Securities, LLC4,128
0.1% of portfolio›$211.3K
Cushing Capital Partners, LLC4,126
0.1% of portfolio›$211.2K
Outlook Wealth Advisors, LLC4,056
0.0% of portfolio›$207.6K
Tradewinds Capital Management, LLC2,902
0.0% of portfolio›$148.6K
Clayton Financial Group LLC2,392
0.1% of portfolio›$122.4K
Kingdom Financial Group Llc.2,053
0.0% of portfolio›$105.1K
Silver Grove Financial Group, Inc.2,003
0.0% of portfolio›$102.5K
Assetmark, Inc1,881
0.0% of portfolio›$96.3K
Pension & Wealth Management Advisors, Inc.1,359
0.0% of portfolio›$69.6K
Quest 10 Wealth Builders, Inc.1,322
0.1% of portfolio›$67.7K
NorthAvenue LLC1,057
0.0% of portfolio›$54.1K
Thurston, Springer, Miller, Herd & Titak, Inc.867
0.1% of portfolio›$44.4K
Global Trust Asset Management, LLC667
0.0% of portfolio›$34.1K
Allspring Global Investments Holdings, LLC600
0.0% of portfolio›$31.1K
Westside Investment Management, Inc.592
0.0% of portfolio›$30.3K
Blue Trust, Inc.575
0.0% of portfolio›$29.4K
Creative Financial Designs Inc563
0.0% of portfolio›$28.8K
IFP Advisors, Inc477
0.0% of portfolio›$24.4K
Nova Financial LLC419
0.0% of portfolio›$21.4K
Golden State Wealth Management, LLC379
0.0% of portfolio›$19.4K
Lanark Financial, Inc.356
0.0% of portfolio›$18.2K
Buck Wealth Strategies, LLC324
0.0% of portfolio›$16.6K
Rossby Financial, LCC321
0.0% of portfolio›$16.4K
Spire Wealth Management148
0.0% of portfolio›$7.6K
Davis Capital Management128
0.0% of portfolio›$6.6K
Toth Financial Advisory Corp94
0.0% of portfolio›$4.8K
CoreCap Advisors, LLC78
0.0% of portfolio›$4.0K
Dhjj Financial Advisors, Ltd.57
0.0% of portfolio›$2.9K
Networth Advisors, LLC48
0.0% of portfolio›$2.5K
Gamma Investing LLC27
0.0% of portfolio›$1.4K
StyleTurnoverLocationFiled
Traphagen Investment Advisors LLC
2,113,109$108.2M7.4%ETFLowOradell, NJ2026-10-14
Krilogy Financial LLC
1,670,612$88.4M2.4%GrowthLowSt. Louis, MO2026-10-13
Parallel Advisors, LLC
1,662,328$85.1M1.1%IndexLowSan Francisco, CA2026-11-03
Commonwealth Equity Services, LLC
1,515,806$77.6M0.1%ETFLowWaltham, MA2026-11-02
Goldstein Advisors, LLC
1,131,051$57.9M5.1%ETFMediumMadison, WI2026-10-15
RVW Wealth, LLC
1,110,720$56.9M3.6%ETFVery LowLos Angeles, CA2026-10-06
StoneX Group Inc.
1,063,766$54.5M2.0%ETFMediumNew York, NY2026-11-03
Cambridge Investment Research Advisors, Inc.
935,563$47.9K0.0%ETFLowFairfield, IA2026-11-02
Concurrent Investment Advisors, LLC
604,077$30.9M0.2%GrowthMediumTampa, FL2026-10-16
Wilkerson Advisory Group LLC
596,066$30.5M9.1%ETFMediumColumbia, MO2026-10-20
MKP Capital Management, L.L.C.
561,700$28.8M0.9%ETFVery HighNew York, NY2026-11-04
Sepio Capital, LP
548,263$28.1M1.1%ETFLowSalt Lake City, UT2026-10-22
Ledyard National Bank
543,226$27.8M2.2%CoreLowHanover, NH2026-10-21
Allen Capital Group, LLC
455,173$23.3M1.9%CoreLowGrand Island, NE2026-10-27
Wealthcare Advisory Partners LLC
455,099$23.3M0.4%ETFLowWest Chester, PA2026-10-21
Truist Financial Corp
454,782$23.3M0.0%CoreLowCharlotte, NC2026-10-30
Teamwork Financial Advisors, LLC
424,999$21.8M2.4%GrowthHighSan Antonio, TX2026-10-19
Financial Enhancement Group LLC
414,586$21.7M2.5%ETFMediumAnderson, IN2026-10-08
Beacon Capital Management, Inc.
412,730$21.1M1.3%ETFMediumDayton, OH2026-10-13
Curry Webb Wealth Management LLC
411,381$18.8M7.8%ETFLowIndianapolis, IN2026-10-22
Landmark Wealth Management, LLC
381,107$19.5M4.7%ETFVery LowMelville, NY2026-11-03
Sowa Financial Group, Inc.
322,850$16.5K0.0%ETFLowLincoln, RI2026-10-26
Weil Company, Inc.
319,301$16.3M2.8%ETFLowSan Diego, CA2026-10-14
Flagship Harbor Advisors, LLC
280,185$14.3M0.5%ETFMediumBoston, MA2026-10-26
Wealth Enhancement Advisory Services, LLC
266,562$14.1M0.0%CoreLowPlymouth, MN2026-10-13
Hudock, Inc.
254,979$13.1M1.7%ETFLowWilliamsport, PA2026-10-14
Triumph Capital Management
227,413$11.6M2.0%ETFMediumDenver, CO2026-10-14
Financial Designs Corp
225,542$11.5M5.9%ETFVery LowClaremont, CA2026-10-09
Atria Investments, Inc
214,128$11.0M0.1%CoreMediumCharlotte, NC2026-10-15
Gerber, LLC
210,953$10.8M4.9%ETFLowColumbus, OH2026-10-21
Trademark Financial Management, LLC
194,201$9.9M4.0%ETFMediumBloomington, MN2026-10-23
Cornerstone Wealth Group, LLC
189,284$9.7M0.5%CoreMediumHuntersville, NC2026-11-02
Exchange Traded Concepts, LLC
182,731$9.4M0.0%GrowthMediumOklahoma City, OK2026-10-28
Accordant Advisory Group Inc
176,242$9.0M5.7%ValueMediumAnnapolis, MD2026-10-29
Clarity Asset Management, Inc.
173,795$8.9M4.3%ETFHighAmes, IA2026-10-14
Huntleigh Advisors, Inc.
172,849$8.8M1.2%GrowthMediumSt. Louis, MO2026-11-03
Simplicity Wealth,LLC
157,455$8.1M0.2%ETFLowSummit, NJ2026-10-23
Bank of New York Mellon Corp
155,996$8.0M0.0%CoreLowNew York, NY2026-11-05
Y-Intercept (Hong Kong) Ltd
148,252$7.6M0.2%ValueVery HighHong Kong, South Korea2026-10-16
Boyce & Associates Wealth Consulting, Inc.
148,081$7.6M4.6%ETFMediumCedar Park, TX2026-10-14
Financial Guidance Group, Inc.
142,088$7.3M2.6%ETFVery LowPalm Harbor, FL2026-10-21
Cornerstone Wealth Management, LLC
130,393$6.7M0.3%ETFVery LowSt. Peters, MO2026-11-04
Laurel OAK Wealth Management, LLC
127,966$6.6M0.9%GrowthLowMarlton, NJ2026-10-19
KPP Advisory Services LLC
126,265$6.5M1.1%GrowthMediumLouisville, KY2026-10-26
Patriot Financial Group Insurance Agency, LLC
125,304$6.4M0.6%GrowthLowWalpole, MA2026-10-14
Bank of New Hampshire
118,284$6.1M1.3%CoreLowLaconia, NH2026-10-06
Vista Investment Partners II, LLC
110,558$5.7M2.3%CoreMediumRichmond, IN2026-10-15
Kestra Advisory Services, LLC
106,865$5.5M0.0%CoreLowAustin, TX2026-11-02
Future Financial Wealth Managment LLC
103,994$5.3M3.3%ETFMediumCincinnati, OH2026-10-15
Oppenheimer & Co Inc
101,118$5.2M0.1%CoreLowNew York, NY2026-10-26
Kennedy Investment Group, Inc.
99,840$5.1M1.6%GrowthLowWest Deptford, NJ2026-10-21
Summit Asset Management, LLC
95,169$4.9M0.6%ETFLowMemphis, TN2026-11-05
Mechanics Bank Trust Department
89,072$4.6M0.6%CoreLowWalnut Creek, CA2026-10-13
Cadent Capital Advisors, LLC
87,987$4.5M1.0%ETFHighTulsa, OK2026-10-09
Hidden Cove Wealth Management, LLC
84,671$4.3M2.3%GrowthHighBainbridge Island, WA2026-10-19
WBI Investments, LLC
80,354$4.1M1.1%ValueVery HighRed Bank, NJ2026-11-05
Farther Finance Advisors, LLC
79,639$4.1M0.0%IndexLowSan Francisco, CA2026-10-08
Virginia Estate & Retirement Planning Advisors Inc.
76,367$3.9M4.9%ETFLowGlen Allen, VA2026-10-14
Cap Partners, LLC
67,556$3.5M1.6%ETFLowFranklin, TN2026-10-19
Meridian Wealth Management, LLC
64,975$3.3M0.1%GrowthLowLexington, KY2026-11-05
Vista Investment Partners LLC
64,915$3.3M0.9%MomentumMediumOklahoma City, OK2026-10-08
EverSource Wealth Advisors, LLC
64,035$3.3M0.1%CoreMediumBirmingham, AL2026-11-04
Annex Advisory Services, LLC
62,929$3.2M0.1%GrowthHighBrookfield, WI2026-10-16
M.E. Allison & Co., Inc.
62,754$3.2M1.8%CoreLowSan Antonio, TX2026-10-09
Maia Wealth LLC
60,040$3.1M0.4%ETFMediumDenver, CO2026-10-19
Kestra Private Wealth Services, LLC
59,795$3.1M0.0%GrowthLowAustin, TX2026-10-30
BlueChip Wealth Advisors LLC
57,913$3.0M1.0%ETFMediumMilton, GA2026-11-03
Prime Capital Investment Advisors, LLC
56,728$2.9M0.0%ETFLowOverland Park, KS2026-10-20
D.A. Davidson & Co.
56,475$2.9M0.0%CoreLowGreat Falls, MT2026-10-28
Sagespring Wealth Partners, LLC
56,260$2.9M0.0%ETFLowFranklin, TN2026-10-22
Regions Financial Corp
53,621$2.7M0.0%CoreLowBirmingham, AL2026-11-05
Global Assets Advisory, LLC
53,546$2.8M0.6%GrowthHighOrlando, FL2026-10-28
FIG Financial Advisory Services Inc
51,098$2.6M1.6%CoreVery HighOklahoma City, OK2026-10-07
Sigma Planning Corp
45,907$2.4M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Nations Financial Group Inc,
45,257$2.3M0.1%CoreLowCedar Rapids, IA2026-11-05
Comprehensive Financial Planning, Inc.
43,695$2.2M1.2%Agg GrowthLowEast Petersburg, PA2026-10-27
Optivise Advisory Services LLC
37,345$1.9M0.9%ETFMediumFranklin, TN2026-10-19
Titleist Asset Management, LLC
34,558$1.8M0.1%ETFLowSan Antonio, TX2026-10-08
Laurel Wealth Planning LLC
34,507$1.8M0.8%ETFLowEdina, MN2026-11-02
Embree Financial Group
30,923$1.6M0.2%ETFLowChicago, IL2026-10-22
Prospera Financial Services Inc
30,302$1.6M0.0%CoreMediumDallas, TX2026-11-04
NWF Advisory Services Inc.
30,225$1.5M0.1%GARPLowLos Angeles, CA2026-10-19
Independent Financial Group, LLC
28,247$1.4M0.0%GrowthLowSan Diego, CA2026-10-13
Omnitrust Wealth Management, Inc
26,638$1.4M1.6%ETFN/AJacksonville, FL2026-11-02
GK Wealth Management LLC
26,333$1.3M0.8%GARPVery HighReno, NV2026-10-09
Tempus Wealth Planning, LLC
25,645$1.3M0.3%ETFMediumIrvine, CA2026-10-14
Revisor Wealth Management LLC
25,480$1.3M0.3%CoreLowAkron, OH2026-10-20
Sylvest Advisors, LLC
24,837$1.3M0.6%ETFMediumDallas, TX2026-10-26
J.W. Cole Advisors, Inc.
24,755$1.3M0.0%IndexLowTampa, FL2026-11-05
Signature Estate & Investment Advisors LLC
23,686$1.2M0.0%ETFMediumLos Angeles, CA2026-10-13
DDD Partners, LLC
23,107$1.2M0.1%CoreMediumBellevue, WA2026-11-02
Mirae Asset Global Investments Co., Ltd.
22,000$1.1M0.0%GrowthLowSeoul, Malaysia2026-11-03
Integras Partners LLC
21,534$1.1M0.6%CoreLowAlpharetta, GA2026-10-30
Wespac Advisors, LLC
21,086$1.1M0.5%ETFHighOrinda, CA2026-10-26
Visionary Wealth Advisors
20,758$1.1M0.0%ETFLowO'Fallon, IL2026-11-04
Davenport & Co LLC
20,445$1.0M0.0%CoreMediumRichmond, VA2026-10-14
Focus Financial Network, Inc.
20,341$1.0M0.0%ETFLowMinneapolis, MN2026-10-14
Spinnaker Investment Group, LLC
20,139$1.0M0.2%ETFLowNewport Beach, CA2026-10-13
Kingswood Wealth Advisors, LLC
20,083$1.0M0.0%GrowthLowSan Diego, CA2026-10-23
Summit Financial Wealth Advisors, LLC
19,879$1.0M0.1%ETFLowLafayette, LA2026-10-15
Creative Planning
19,828$1.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Arsenal Capital Advisors LLC
19,728$1.0M0.5%GrowthLowConshohocken, PA2026-11-02
Mather Group, Llc.
17,763$909.3K0.0%ETFMediumChicago, IL2026-10-14
Private Trust Co NA
16,824$861.2K0.1%CoreLowCleveland, OH2026-10-20
HB Wealth Management, LLC
16,313$835.1K0.0%IndexVery LowAtlanta, GA2026-10-23
Axxcess Wealth Management, LLC
15,982$818.1K0.0%CoreLowCarlsbad, CA2026-10-21
Intrua Financial, LLC
14,700$752.5K0.1%ETFMediumHouston, TX2026-10-28
Convergence Financial, LLC
14,569$745.8K0.1%ETFMediumColumbia, MO2026-10-27
Compound Planning, Inc.
14,353$734.8K0.0%CoreLowNew York, NY2026-11-05
Secure Asset Management, LLC
13,494$690.8K0.1%GrowthMediumTroy, MI2026-10-19
International Assets Investment Management, LLC
12,975$676.1K0.0%CoreVery HighOrlando, FL2026-11-02
Carnegie Investment Counsel
12,226$625.8K0.0%CoreLowPepper Pike, OH2026-10-20
Ocean Park Asset Management, LLC
11,971$612.8K0.0%ETFLowSanta Monica, CA2026-10-21
New Wave Wealth Advisors LLC
11,524$613.1K0.2%CoreMediumSpringdale, AR2026-10-19
Indivisible Partners
11,411$584.2K0.0%GrowthMediumClearwater, FL2026-10-26
Rubicon Advisors, GP
11,234$575.1K0.4%GrowthMediumRedding, CA2026-10-23
Redwood Family Wealth LLC
11,186$572.6K0.5%GrowthLowPlano, TX2026-10-20
Balentine LLC
11,090$567.7K0.0%ETFLowAtlanta, GA2026-11-03
First American Bank
11,052$565.8K0.0%GrowthVery LowDundee, IL2026-10-27
Wedbush Securities Inc
11,045$5650.0%CoreLowPasadena, CA2026-10-22
WealthBridge Capital Management, LLC
10,829$554.3K0.1%ETFLowWesterville, OH2026-10-16
Harel Insurance Investments & Financial Services Ltd.
10,400$5320.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Key FInancial Inc
10,350$529.8K0.1%ETFLowWest Chester, PA2026-11-02
Synergy Asset Management, LLC
10,232$523.8K0.0%GrowthHighVancouver, WA2026-11-05
Keeler Thomas Management LLC
9,726$497.9K0.2%CoreHighOrem, UT2026-10-29
Larson Financial Group LLC
9,196$470.8K0.0%GrowthLowSt Louis, MO2026-11-05
Zega Investments, LLC
8,986$460.0K0.1%GrowthMediumPalm Beach Gardens, FL2026-11-04
First Nebraska Trust Co
8,679$444.2K0.0%CoreVery LowLincoln, NE2026-10-30
Claro Advisors Inc.
8,237$421.6K0.0%CoreLowBoston, MA2026-11-02
Worth Asset Management, LLC
8,090$414.1K0.1%ETFHighDallas, TX2026-10-07
Investment Research & Advisory Group, Inc.
8,003$463.6K0.1%GrowthVery LowAtlanta, GA2026-10-19
Financial Security Advisor, Inc.
7,887$403.7K0.1%CoreLowVirginia Beach, VA2026-11-03
Lloyd Advisory Services, Llc.
7,806$399.6K0.2%ETFVery HighSuwanee, GA2026-11-02
Raleigh Capital Management Inc.
7,504$384.1K0.1%CoreMediumCary, NC2026-10-28
Ashton Thomas Securities, LLC
7,206$368.9K0.0%ETFMediumRochester, NY2026-10-26
Carrera Capital Advisors
6,906$353.5K0.1%ETFMediumTroy, MI2026-11-03
Unique Wealth, LLC
6,616$338.7K0.0%ETFMediumTampa, FL2026-10-16
Plan A Wealth LLC
6,615$338.6K0.1%CoreLowLincoln, NE2026-10-08
Centerpoint Advisors, LLC
6,051$3100.0%ETFVery LowNeedham, MA2026-11-05
Meritas Wealth Management, LLC
5,900$302.0K0.1%ETFVery LowSan Rafael, CA2026-10-14
Kestra Investment Management, LLC
5,609$287.1K0.0%ETFMediumAustin, TX2026-11-04
Tortuga Wealth Management, Inc
5,600$286.7K0.2%CoreLowTorrance, CA2026-10-27
Moneco Advisors, LLC
5,522$282.6K0.0%ETFLowFairfield, CT2026-11-05
Blue Zone Wealth Advisors, LLC
5,339$273.3K0.0%MomentumLowLos Angeles, CA2026-10-19
RFG Advisory, LLC
5,026$257.3K0.0%ETFMediumBirmingham, AL2026-11-03
SLT Holdings LLC
4,871$249.3K0.1%GrowthMediumScottsdale, AZ2026-10-15
Elm3 Financial Group, LLC
4,621$236.5K0.2%GrowthMediumAlpharetta, GA2026-10-07
Presilium Private Wealth, LLC
4,420$226.3K0.0%ETFVery LowRadnor, PA2026-10-26
Signature Equity Partners, LLC
4,417$226.1K0.1%GrowthMediumColumbus, OH2026-10-29
Cullen T Bankers, Inc.
4,413$225.9K0.0%GrowthLowSan Antonio, TX2026-10-28
Lewis Asset Management, LLC
4,359$223.1K0.1%GrowthLowLafayette, CA2026-10-14
Envision Financial LLC
4,241$217.1K0.1%ETFLowBrookfield, WI2026-10-15
Howard Bailey Securities, LLC
4,128$211.3K0.1%ETFMediumFort Wayne, IN2026-10-27
Cushing Capital Partners, LLC
4,126$211.2K0.1%ETFLowDelafield, WI2026-10-20
Outlook Wealth Advisors, LLC
4,056$207.6K0.0%ETFMediumShenandoah, TX2026-10-28
Tradewinds Capital Management, LLC
2,902$148.6K0.0%ETFVery HighBellingham, WA2026-10-23
Clayton Financial Group LLC
2,392$122.4K0.1%ETFLowSt. Louis, MO2026-10-13
Kingdom Financial Group Llc.
2,053$105.1K0.0%ETFMediumPeoria, AZ2026-11-04
Silver Grove Financial Group, Inc.
2,003$102.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Assetmark, Inc
1,881$96.3K0.0%ETFLowConcord, CA2026-10-21
Pension & Wealth Management Advisors, Inc.
1,359$69.6K0.0%ETFLowWaltham, MA2026-10-16
Quest 10 Wealth Builders, Inc.
1,322$67.7K0.1%ETFLowFuquay-Varina, VA2026-11-02
NorthAvenue LLC
1,057$54.1K0.0%ETFVery LowColumbus, OH2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
867$44.4K0.1%GrowthMediumIndianapolis, IN2026-10-14
Global Trust Asset Management, LLC
667$34.1K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Allspring Global Investments Holdings, LLC
600$31.1K0.0%CoreMediumCharlotte, NC2026-11-04
Westside Investment Management, Inc.
592$30.3K0.0%GrowthLowSanta Monica, CA2026-11-02
Blue Trust, Inc.
575$29.4K0.0%ETFLowBrentwood, TN2026-10-15
Creative Financial Designs Inc
563$28.8K0.0%ETFMediumKokomo, IN2026-11-04
IFP Advisors, Inc
477$24.4K0.0%GrowthLowTampa, FL2026-10-16
Nova Financial LLC
419$21.4K0.0%N/AN/ATucson, AZ2026-11-04
Golden State Wealth Management, LLC
379$19.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Lanark Financial, Inc.
356$18.2K0.0%CoreMediumBirmingham, AL2026-10-26
Buck Wealth Strategies, LLC
324$16.6K0.0%ValueMediumDenver, CO2026-10-28
Rossby Financial, LCC
321$16.4K0.0%ETFMediumMelbourne, FL2026-11-05
Spire Wealth Management
148$7.6K0.0%GrowthMediumMclean, VA2026-10-30
Davis Capital Management
128$6.6K0.0%CoreLowJacksonville, FL2026-10-08
Toth Financial Advisory Corp
94$4.8K0.0%CoreLowLeesburg, VA2026-10-08
CoreCap Advisors, LLC
78$4.0K0.0%ETFMediumSouthfield, MI2026-10-08
Dhjj Financial Advisors, Ltd.
57$2.9K0.0%ETFVery LowNaperville, IL2026-10-23
Networth Advisors, LLC
48$2.5K0.0%ETFMediumCanonsburg, PA2026-11-03
Gamma Investing LLC
27$1.4K0.0%IndexVery LowFoster City, CA2026-10-08