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VMBS — VANGUARD SCOTTSDALE FDS · All Fund Holders

Funds holding (latest): 723 · Reported value held: $14.27B

FundQuarterSharesValuePortfolio WeightChange
Bank of America Corp history Q2 2026 58.93M $2.76B 0.18% Add
ENVESTNET ASSET MANAGEMENT INC history Q2 2026 28.25M $1.32B 0.31% New
JPMorgan Chase & Co history Q2 2026 26.49M $1.25B 0.14% New
BNY Mellon history Q2 2026 10.61M $496.45M 0.10% Add
STIFEL FINANCIAL CORP history Q2 2026 10.22M $478.22M 0.40% New
Wells Fargo & Co history Q2 2026 9.75M $456.23M 0.15% Add
ASSETMARK, INC history Q2 2026 8.80M $412.14M 0.71% New
MATHER GROUP, LLC. history Q2 2026 8.50M $397.86M 3.54% New
RAYMOND JAMES FINANCIAL INC history Q2 2026 6.91M $323.23M 0.12% New
LPL Financial LLC history Q2 2026 6.30M $294.70M 0.09% New
TD PRIVATE CLIENT WEALTH LLC history Q2 2026 5.69M $266.52M 4.90% New
Morgan Stanley history Q2 2026 5.49M $257.10M 0.01% Add
AMERIPRISE FINANCIAL INC history Q2 2026 5.11M $239.01M 0.05% New
UBS Group AG history Q2 2026 4.83M $226.27M 0.09% Reduce
LINCOLN NATIONAL CORP history Q2 2026 3.88M $181.65M 4.65% New
Clearstead Advisors, LLC history Q2 2026 3.14M $147.19M 1.52% New
Charles Schwab Investment Management history Q2 2026 2.50M $117.03M 0.02% Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC history Q2 2026 2.50M $117.03M 0.02% New
Sixth Street Partners Management Company, L.P. history Q2 2026 2.50M $117.03M 0.02% New
Focus Partners Wealth history Q2 2026 2.42M $113.40M 0.13% New
KEYBANK NATIONAL ASSOCIATION/OH history Q2 2026 2.36M $110.61M 0.36% New
Goldman Sachs Group history Q2 2026 2.17M $101.40M 0.03% Add
ROYAL BANK OF CANADA history Q2 2026 1.89M $88.29M 0.05% New
Valmark Advisers, Inc. history Q2 2026 1.78M $83.32M 0.89% New
Alesco Advisors, LLC, An ESL Co history Q2 2026 1.70M $79.72M 1.83% New
Merit Financial Group, LLC history Q2 2026 1.62M $75.82M 0.53% New
Ally Invest Advisors Inc. history Q2 2026 1.52M $71.18M 4.30% New
CASTLEARK MANAGEMENT LLC history Q2 2026 1.49M $69.64M 1.88% New
FIRST INTERSTATE BANK history Q2 2026 1.47M $68.71M 3.58% New
Financial Engines Advisors L.L.C. history Q2 2026 1.40M $65.50M 0.12% New
Cambridge Investment Research Advisors, Inc. history Q2 2026 1.35M $63.43M 0.15% New
Cetera Investment Advisers history Q2 2026 1.30M $60.87M 0.07% New
HighTower Advisors, LLC history Q2 2026 1.30M $60.64M 0.06% New
Angeles Investment Advisors, LLC history Q2 2026 1.21M $56.68M 3.40% New
EP Wealth Advisors, LLC history Q2 2026 1.15M $53.74M 0.20% New
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. history Q2 2026 1.09M $50.92M 3.44% New
Bell Investment Advisors, Inc history Q2 2026 1.07M $50.06M 7.35% New
Garde Capital, Inc. history Q2 2026 1.02M $47.79M 2.14% New
Janney Montgomery Scott LLC history Q2 2026 1.01M $47.39M 0.09% New
Deutsche Bank AG history Q2 2025 990.00K $45.88M 0.02% Add
NorthRock Partners, LLC history Q2 2026 970.47K $45.43M 0.70% New
Bell Bank history Q2 2026 967.43K $45.29M 1.73% New
BANK OF HAWAII history Q2 2026 936.75K $43.85M 2.16% New
OSAIC HOLDINGS, INC. history Q2 2026 914.54K $42.83M 0.06% New
SOFI WEALTH, LLC history Q2 2026 867.10K $40.59M 1.63% New
Kestra Investment Management, LLC history Q2 2026 859.92K $40.25M 0.78% New
DIVERSIFY WEALTH MANAGEMENT, LLC history Q2 2026 867.75K $40.16M 0.84% New
Diversify Advisory Services, LLC history Q2 2026 867.75K $40.16M 0.84% New
MANNING & NAPIER ADVISORS LLC history Q2 2026 836.95K $39.34M 0.51% New
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC history Q2 2026 840.34K $39.03M 0.09% New
TRUIST FINANCIAL CORP history Q2 2026 822.30K $38.49M 0.06% New
Rockefeller Capital Management L.P. history Q2 2026 816.59K $38.22M 0.06% New
Orion Porfolio Solutions, LLC history Q2 2026 807.95K $37.82M 0.29% New
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME history Q2 2026 760.85K $35.62M 0.01% New
Envestnet Portfolio Solutions, Inc. history Q2 2026 742.28K $34.75M 0.17% New
Goodman Financial Corp history Q2 2026 732.84K $34.30M 5.30% New
Evergreen Advisors, LLC history Q2 2026 714.45K $33.44M 7.14% New
SYON CAPITAL LLC history Q2 2026 698.41K $32.69M 1.43% New
FIRST FINANCIAL BANKSHARES INC history Q2 2026 697.42K $32.65M 0.61% New
BARTLETT & CO. WEALTH MANAGEMENT LLC history Q2 2026 681.75K $31.91M 0.40% New
HBK Sorce Advisory LLC history Q2 2026 669.52K $30.94M 0.62% New
POWER WEALTH MANAGEMENT LLC history Q2 2026 658.86K $30.84M 10.72% New
Employees' Retirement Fund of the City of Fort Worth history Q2 2026 652.17K $30.53M 10.90% New
COURIER CAPITAL LLC history Q2 2026 615.21K $28.80M 1.44% New
Pathstone Holdings, LLC history Q2 2026 562.99K $26.35M 0.08% New
MML INVESTORS SERVICES, LLC history Q2 2026 544.57K $25.49M 0.05% New
VICTORY CAPITAL MANAGEMENT INC history Q2 2026 525.55K $24.60M 0.01% New
Savvy Advisors, Inc. history Q2 2026 522.34K $24.45M 0.57% New
Baker Avenue Asset Management, LP history Q2 2026 501.19K $23.46M 0.52% New
SeaBridge Investment Advisors LLC history Q2 2026 499.62K $23.39M 3.38% New
Intelligence Driven Advisers, LLC history Q2 2026 495.92K $23.21M 3.77% New
ST GERMAIN D J CO INC history Q2 2026 494.59K $23.15M 0.83% New
Triad Wealth Partners, LLC history Q2 2026 499.23K $22.97M 1.41% New
Zurich Insurance Group Ltd/FI history Q2 2026 467.65K $21.88M 0.15% New
PROFFITT & GOODSON INC history Q2 2026 465.60K $21.79M 3.04% New
CreativeOne Wealth, LLC history Q2 2026 464.46K $21.74M 0.47% New
Hamilton Capital, LLC history Q3 2026 470.93K $20.91M 1.17% Add
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV history Q2 2026 436.57K $20.44M 2.94% New
ALLIANCEBERNSTEIN L.P. history Q2 2026 422.98K $19.86M 0.01% New
Clark Asset Management, LLC history Q2 2026 419.59K $19.64M 1.54% New
RKL Wealth Management LLC history Q2 2026 412.85K $19.33M 1.54% New
Whitcomb & Hess, Inc. history Q3 2026 432.36K $19.20M 4.11% Add
Strategic Investment Advisors / MI history Q2 2026 405.22K $18.97M 1.15% New
United Asset Strategies, Inc. history Q2 2026 402.95K $18.86M 1.33% New
Quantum Financial Advisors, LLC history Q2 2026 401.59K $18.80M 1.86% New
Rialto Wealth Management, LLC history Q2 2026 396.02K $18.54M 3.67% New
THRIVENT FINANCIAL FOR LUTHERANS history Q2 2026 395.48K $18.52M 0.03% New
MA Private Wealth history Q2 2026 387.03K $18.12M 2.70% New
Mitsubishi UFJ Asset Management Co., Ltd. history Q2 2026 385.45K $17.95M 0.01% New
Connecticut Wealth Management, LLC history Q2 2026 372.73K $17.45M 0.65% New
Acropolis Investment Management, LLC history Q3 2026 386.37K $17.16M 0.69% Reduce
Onyx Bridge Wealth Group LLC history Q2 2026 365.38K $17.10M 1.54% New
OLD NATIONAL BANCORP /IN/ history Q2 2026 360.15K $16.86M 0.34% New
Robinswood Financial LLC history Q2 2026 350.47K $16.41M 4.70% New
ZEVIN ASSET MANAGEMENT LLC history Q2 2026 349.22K $16.35M 2.29% New
Family CFO Inc history Q2 2026 346.73K $16.23M 6.25% New
Windward Private Wealth Management Inc. history Q2 2026 345.09K $16.15M 5.17% New
1834 INVESTMENT ADVISORS CO history Q2 2026 344.89K $16.14M 1.83% New
NewEdge Advisors, LLC history Q2 2026 339.90K $15.91M 0.05% New
MGO ONE SEVEN LLC history Q2 2026 339.22K $15.88M 0.27% New
FEDERATED HERMES, INC. history Q2 2026 338.55K $15.85M 0.02% New
Allworth Financial LP history Q2 2026 337.41K $15.79M 0.07% New
STALEY CAPITAL ADVISERS INC history Q2 2026 332.62K $15.57M 0.64% New
eCIO, Inc. history Q2 2026 332.62K $15.57M 5.98% New
Strategic Blueprint, LLC history Q2 2026 329.24K $15.41M 0.77% New
WEBSTERROGERS FINANCIAL ADVISORS, LLC history Q2 2026 328.19K $15.36M 3.94% New
Perigon Wealth Management, LLC history Q2 2026 323.02K $15.12M 0.26% New
Vectors Research Management, LLC history Q2 2026 320.04K $14.98M 3.91% New
STERLING INVESTMENT MANAGEMENT, LLC history Q2 2026 319.92K $14.98M 8.21% New
Betterment LLC history Q2 2026 318.94K $14.93M 0.03% New
FIRST NATIONAL TRUST CO history Q2 2026 316.38K $14.81M 0.50% New
FLC Capital Advisors history Q2 2026 307.70K $14.40M 2.56% New
Allspring Global Investments Holdings, LLC history Q2 2026 291.03K $13.57M 0.02% New
Beacon Pointe Advisors, LLC history Q2 2026 288.72K $13.52M 0.07% New
Level Financial Advisors history Q2 2026 287.25K $13.45M 3.00% New
FIRST AMERICAN TRUST, FSB history Q2 2026 278.76K $13.05M 0.79% New
COMMONWEALTH EQUITY SERVICES, LLC history Q2 2026 277.62K $13.00M 0.02% New
Modern Wealth Management, LLC history Q2 2026 272.71K $12.77M 0.16% New
1607 Capital Partners, LLC history Q2 2026 265.04K $12.41M 1.08% New
Mutual Advisors, LLC history Q2 2026 257.68K $12.06M 0.24% New
Wellington Management Group history Q1 2024 259.96K $11.86M 0.00% New
Atria Investments, Inc history Q2 2026 248.00K $11.61M 0.12% New
Evolution Advisers, Inc. history Q2 2026 247.49K $11.58M 4.26% New
Cerity Partners LLC history Q2 2026 239.52K $11.21M 0.02% New
&PARTNERS history Q2 2026 234.34K $10.97M 0.04% New
United Capital Management of KS, Inc. history Q2 2026 233.85K $10.95M 1.43% New
BESSEMER GROUP INC history Q2 2026 230.30K $10.78M 0.01% New
Dynamic Wealth Strategies, LLC history Q2 2026 230.10K $10.77M 5.74% New
Kestra Advisory Services, LLC history Q2 2026 226.51K $10.60M 0.04% New
OneAscent Financial Services LLC history Q2 2026 225.71K $10.57M 0.51% New
VCI Wealth Management LLC history Q2 2026 220.56K $10.32M 2.59% New
PFG Advisors history Q2 2026 219.38K $10.27M 0.52% New
Mendota Financial Group, LLC history Q3 2026 220.38K $9.79M 6.07% Add
ALPS ADVISORS INC history Q2 2026 207.76K $9.73M 0.05% New
MERCER GLOBAL ADVISORS INC /ADV history Q2 2026 200.89K $9.40M 0.01% New
Sanctuary Advisors, LLC history Q2 2026 197.41K $9.24M 0.05% New
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC history Q2 2026 194.01K $9.08M 0.03% New
ONE Advisory Partners, LLC history Q2 2026 190.33K $8.91M 2.42% New
Cravens & Co Advisors, LLC history Q2 2026 186.29K $8.72M 5.85% New
ZACKS INVESTMENT MANAGEMENT history Q2 2026 186.21K $8.72M 0.06% New
Smartleaf Asset Management LLC history Q2 2026 183.73K $8.64M 0.28% New
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO history Q2 2026 184.30K $8.63M 0.01% New
SWS Partners history Q2 2026 181.00K $8.47M 1.83% New
MassMutual Private Wealth & Trust, FSB history Q3 2026 188.88K $8.39M 0.22% Reduce
SIMON QUICK ADVISORS, LLC history Q2 2026 177.89K $8.33M 0.34% New
Marion Wealth Management history Q2 2026 175.59K $8.22M 1.68% New
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad history Q2 2026 174.50K $8.17M 0.40% New
Sovereign Investment Advisors, LLC history Q2 2026 173.91K $8.14M 1.53% New
Vident Advisory, LLC history Q2 2026 171.11K $8.01M 0.06% New
PNC Financial Services history Q2 2026 169.56K $7.94M 0.00% Add
Brookstone Capital Management history Q2 2026 168.16K $7.87M 0.08% New
Arrowroot Family Office, LLC history Q2 2026 165.39K $7.74M 2.22% New
GREENWOOD CAPITAL ASSOCIATES LLC history Q2 2026 160.13K $7.50M 0.74% New
EFG International AG history Q2 2026 159.77K $7.48M 0.14% New
Pinnacle Wealth Management Group, Inc. history Q2 2026 158.66K $7.43M 3.46% New
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC history Q2 2026 158.48K $7.42M 0.88% New
Connecticut Capital Management Group, LLC history Q2 2026 156.66K $7.33M 5.91% New
Hilltop Partners LLC history Q2 2026 155.93K $7.30M 1.77% New
Prospera Financial Services Inc history Q2 2026 154.41K $7.23M 0.10% New
Bay Harbor Wealth Management, LLC history Q2 2026 149.18K $6.98M 1.61% New
PLANWISER FINANCIAL, LLC history Q2 2026 146.49K $6.86M 4.76% New
Prudential Financial history Q3 2024 146.11K $6.84M 0.01% Reduce
Lido Advisors, LLC history Q2 2026 145.61K $6.82M 0.04% New
Hobart Private Capital, LLC history Q2 2026 145.50K $6.81M 1.17% New
Centennial Bank/AR/ history Q2 2026 144.35K $6.76M 2.17% New
GeoWealth Management, LLC history Q2 2026 144.34K $6.76M 0.21% New
Invesco Ltd history Q4 2024 148.75K $6.74M 0.00% Reduce
SigFig Wealth Management, LLC history Q3 2026 150.63K $6.69M 0.17% Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP history Q2 2026 141.71K $6.63M 0.01% New
Farther Finance Advisors, LLC history Q3 2026 145.06K $6.44M 0.05% Reduce
World Investment Advisors history Q2 2026 135.38K $6.35M 0.10% New
Unison Advisors LLC history Q2 2026 134.96K $6.32M 0.44% New
Sovereign Financial Group, Inc. history Q2 2026 134.93K $6.32M 0.99% New
Parker Financial LLC history Q2 2026 131.30K $6.15M 2.25% New
Prudent Man Advisors, LLC history Q2 2026 130.33K $6.10M 1.40% New
DiPaolo Financial Group, Inc. history Q2 2026 129.18K $6.05M 3.95% New
HARBOUR INVESTMENTS, INC. history Q2 2026 126.19K $5.91M 0.08% New
SWP FINANCIAL LLC history Q2 2026 125.85K $5.89M 2.73% New
Chandler Asset Management, Inc. history Q2 2026 125.47K $5.87M 0.83% New
HSBC HOLDINGS PLC history Q2 2026 123.81K $5.80M 0.01% New
Premier Path Wealth Partners, LLC history Q2 2026 119.83K $5.61M 0.65% New
WESBANCO BANK INC history Q2 2026 119.16K $5.58M 0.14% New
LEUTHOLD GROUP, LLC history Q2 2026 117.87K $5.52M 0.55% New
Finhabits Advisors LLC history Q2 2026 117.74K $5.51M 4.63% New
NEW YORK LIFE INVESTMENT MANAGEMENT LLC history Q2 2026 116.91K $5.47M 0.04% New
Signal Advisors Wealth, LLC history Q2 2026 114.48K $5.36M 0.27% New
Financial Gravity Companies, Inc. history Q2 2026 114.46K $5.36M 0.93% New
NewSquare Capital LLC history Q2 2026 112.71K $5.28M 0.41% New
First Financial Bank - Trust Division history Q3 2026 118.43K $5.26M 0.38% Reduce
Integrated Wealth Concepts LLC history Q2 2026 111.31K $5.21M 0.03% New
Vestmark Advisory Solutions, Inc. history Q2 2026 111.09K $5.20M 0.05% New
Simplicity Wealth,LLC history Q2 2026 108.17K $5.06M 0.17% New
Forthright Family Wealth Advisory LLC history Q2 2026 107.07K $5.01M 2.84% New
SAGE RHINO CAPITAL LLC history Q2 2026 106.69K $4.99M 0.83% New
OneAscent Investment Solutions LLC history Q2 2026 106.27K $4.97M 4.71% New
Financial Plan, Inc. history Q2 2026 103.64K $4.85M 0.46% New
Aspire Private Capital, LLC history Q2 2026 103.31K $4.84M 1.00% New
Arcadia Wealth Management, LLC history Q2 2026 102.12K $4.78M 1.50% New
Leeward Financial Partners, LLC history Q2 2026 101.40K $4.75M 1.25% New
J.W. COLE ADVISORS, INC. history Q2 2026 101.27K $4.74M 0.08% New
SECURITY BENEFIT LIFE INSURANCE CO /KS/ history Q2 2026 100.00K $4.70M 2.47% New
Concurrent Investment Advisors, LLC history Q2 2026 99.32K $4.65M 0.05% New
Unify Financial Advisors history Q2 2026 97.57K $4.57M 4.22% New
Renaissance Technologies history Q2 2022 94.04K $4.50M 0.01% Reduce
Accurate Wealth Management, LLC history Q2 2026 96.36K $4.47M 0.43% New
Diversified Portfolios, Inc. history Q2 2026 95.44K $4.47M 0.32% New
Columbus Macro, LLC history Q2 2026 94.55K $4.43M 0.43% New
CAPTRUST FINANCIAL ADVISORS history Q2 2026 93.76K $4.39M 0.01% New
Center For Asset Management LLC history Q2 2026 92.82K $4.34M 1.93% New
JONES FINANCIAL COMPANIES LLLP history Q2 2026 89.09K $4.18M 0.00% New
PRINCIPAL SECURITIES, INC. history Q2 2026 88.92K $4.16M 0.05% New
Vise Technologies, Inc. history Q2 2026 88.75K $4.15M 0.05% New
Alternative Investment Advisors, LLC. history Q2 2026 87.94K $4.12M 1.61% New
SEI INVESTMENTS CO history Q2 2026 86.47K $4.05M 0.00% New
Beverly Hills Private Wealth, LLC history Q2 2026 86.24K $4.04M 0.84% New
GOULD ASSET MANAGEMENT LLC /CA/ history Q2 2026 85.27K $3.99M 0.63% New
Seneca Financial Advisors LLC history Q2 2026 85.23K $3.99M 1.04% New
Cornerstone Financial Management LLC history Q2 2026 84.46K $3.95M 3.17% New
RATIONAL ADVISORS, INC. history Q2 2026 84.17K $3.94M 0.37% New
Checchi Capital Advisers, LLC history Q2 2026 81.51K $3.82M 0.25% New
Capital Investment Management, Inc. history Q2 2026 81.28K $3.80M 1.17% New
FOUNDATIONS INVESTMENT ADVISORS, LLC history Q2 2026 80.36K $3.76M 0.04% New
Bragg Financial Advisors, Inc history Q2 2026 79.22K $3.71M 0.10% New
Mariner, LLC history Q2 2026 78.56K $3.68M 0.00% New
First Heartland Consultants, Inc. history Q3 2026 82.15K $3.65M 0.24% Reduce
FC Advisory LLC history Q3 2026 81.47K $3.62M 0.95% Add
Rockbridge Investment Management, LCC history Q2 2026 77.14K $3.61M 0.29% New
Plancorp, LLC history Q2 2026 77.17K $3.57M 0.09% New
Grey Ledge Advisors, LLC history Q2 2026 73.14K $3.42M 0.69% New
HOHIMER WEALTH MANAGEMENT, LLC history Q2 2026 72.56K $3.40M 0.43% New
VestGen Advisors, LLC history Q2 2026 72.30K $3.38M 0.11% New
Strategic Financial Partners, Ltd. history Q2 2026 71.96K $3.37M 1.27% New
Claro Advisors Inc. history Q2 2026 71.10K $3.33M 0.35% New
Sequoia Financial Advisors, LLC history Q2 2026 70.50K $3.30M 0.02% New
Advisory Services Network, LLC history Q2 2026 69.99K $3.28M 0.05% New
Blue Trust, Inc. history Q2 2026 69.92K $3.27M 0.03% New
Elevated Capital Advisors, LLC history Q2 2026 69.47K $3.25M 0.89% New
Hirtle & Co., LLC history Q2 2026 67.31K $3.15M 0.10% New
BALLAST ADVISORS LLC history Q2 2026 67.17K $3.14M 0.75% New
EQUITY INVESTMENT CORP history Q2 2026 65.47K $3.06M 0.06% New
OPPENHEIMER & CO INC history Q2 2026 65.29K $3.06M 0.03% New
Brindle & Bay Financial Advisors, LLC history Q2 2026 64.94K $3.04M 1.52% New
COMMON FUND FOR NONPROFIT ORGANIZATIONS history Q2 2026 63.83K $2.99M 0.28% New
STEPHENS INC /AR/ history Q2 2026 63.74K $2.98M 0.03% New
Bulwark Capital Corp history Q2 2026 63.27K $2.96M 1.67% New
Composition Wealth, LLC history Q2 2026 63.22K $2.96M 0.04% New
Graetz Wealth LLC history Q2 2026 61.56K $2.88M 2.30% New
Seek First Inc. history Q2 2026 61.01K $2.86M 1.80% New
Waverly Advisors, LLC history Q2 2026 59.86K $2.80M 0.02% New
Fort Point Capital Partners LLC history Q2 2026 59.06K $2.76M 0.31% New
TriaGen Wealth Management LLC history Q2 2026 58.70K $2.75M 0.70% New
CONTINENTAL INVESTORS SERVICES, INC. history Q2 2026 57.91K $2.68M 2.10% New
AE Wealth Management LLC history Q2 2026 57.02K $2.67M 0.01% New
WFA of San Diego, LLC history Q2 2026 57.32K $2.66M 2.17% New
LIBERTY ONE INVESTMENT MANAGEMENT, LLC history Q2 2026 56.49K $2.64M 0.26% New
Gateway Wealth Partners, LLC history Q2 2026 56.41K $2.64M 0.16% New
PHILLIPS FINANCIAL MANAGEMENT, LLC history Q2 2026 56.32K $2.64M 0.19% New
Seed Wealth Management, Inc. history Q2 2026 55.67K $2.61M 1.65% New
FIFTH THIRD BANCORP history Q2 2026 55.32K $2.59M 0.00% New
Hopwood Nicholas Hunter history Q2 2026 54.87K $2.57M 0.70% New
TRAN CAPITAL MANAGEMENT, L.P. history Q2 2026 54.36K $2.54M 0.29% New
Creative Planning history Q2 2026 53.96K $2.53M 0.00% New
KESTRA PRIVATE WEALTH SERVICES, LLC history Q2 2026 53.85K $2.52M 0.03% New
Equitable Holdings, Inc. history Q2 2026 53.14K $2.49M 0.01% New
Retirement Wealth Solutions LLC history Q3 2026 55.34K $2.46M 1.30% Hold
Keystone Global Partners, LLC history Q2 2026 52.49K $2.46M 0.93% New
Thrive Capital Management, LLC history Q2 2026 51.72K $2.42M 0.46% New
Collaborative Fund Advisors, LLC history Q2 2026 51.65K $2.42M 1.41% New
CGN Advisors LLC history Q2 2026 51.14K $2.39M 0.17% New
LEAVELL INVESTMENT MANAGEMENT, INC. history Q2 2026 50.66K $2.37M 0.09% New
Focus Partners Advisor Solutions, LLC history Q2 2026 49.82K $2.33M 0.02% New
LifePlan Financial, LLC history Q2 2026 49.48K $2.32M 1.62% New
Greenspring Advisors, LLC history Q2 2026 48.60K $2.28M 0.13% New
Capital Analysts, LLC history Q2 2026 48.01K $2.25M 0.05% New
D.B. Root & Company, LLC history Q2 2026 47.98K $2.25M 0.48% New
Veridan Wealth LLC history Q2 2026 47.90K $2.24M 0.78% New
CacheTech Inc. history Q2 2026 46.90K $2.20M 0.36% New
Steward Partners Investment Advisory, LLC history Q2 2026 46.80K $2.19M 0.01% New
TRUE Private Wealth Advisors history Q2 2026 45.55K $2.13M 0.18% New
Private Advisor Group, LLC history Q2 2026 45.34K $2.12M 0.01% New
Western Wealth Management, LLC history Q2 2026 43.34K $2.03M 0.07% New
Baird Financial Group, Inc. history Q2 2026 43.15K $2.02M 0.00% New
Central Pacific Bank - Trust Division history Q3 2026 45.09K $2.00M 0.21% Add
AlTi Global, Inc. history Q2 2026 42.56K $1.99M 0.04% New
BDFS Capital LLC history Q2 2026 42.14K $1.97M 0.86% New
PETRA FINANCIAL ADVISORS INC history Q2 2026 41.42K $1.94M 0.90% New
ENTRUST FINANCIAL LLC history Q2 2026 41.05K $1.92M 1.25% New
Security Financial Services, INC. history Q2 2026 40.71K $1.91M 0.26% New
A4 Wealth Advisors LLC history Q2 2026 40.13K $1.88M 1.27% New
Adams Wealth Management history Q2 2026 40.00K $1.87M 0.36% New
Regal Investment Advisors LLC history Q2 2026 39.99K $1.87M 0.10% New
Lutz Financial Services LLC history Q2 2026 39.76K $1.86M 0.11% New
M Holdings Securities, Inc. history Q2 2026 38.99K $1.83M 0.25% New
Randall & Associates Wealth Management history Q2 2026 38.74K $1.81M 1.12% New
Apollon Wealth Management, LLC history Q2 2026 38.65K $1.81M 0.02% New
OBSIDIAN CIO, LLC history Q2 2026 38.43K $1.80M 1.34% New
Inspire Advisors, LLC history Q2 2026 38.00K $1.78M 0.12% New
AlphaStar Capital Management, LLC history Q2 2026 37.37K $1.75M 0.11% New
Ridgewood Investments LLC history Q3 2026 38.90K $1.73M 0.64% Reduce
Lazard Asset Management history Q2 2026 36.79K $1.72M 0.00% Hold
LAZARD ASSET MANAGEMENT LLC history Q2 2026 36.79K $1.72M 0.00% New
AXS Investments LLC history Q2 2026 36.52K $1.71M 0.48% New
City State Bank history Q2 2026 36.47K $1.71M 0.39% New
HANCOCK WHITNEY CORP history Q2 2026 36.45K $1.71M 0.03% New
NI ACQUISITIONS COMPANY, LLC history Q2 2026 13.24K $1.70M 0.73% New
Oakmont Advisory Group, LLC history Q2 2026 36.16K $1.69M 1.42% New
CONNING INC. history Q2 2026 36.00K $1.69M 0.05% New
EVERGREEN CAPITAL MANAGEMENT LLC history Q2 2026 35.88K $1.68M 0.03% New
B. Riley Wealth Advisors, Inc. history Q2 2026 35.36K $1.66M 0.13% New
BlueSky Wealth Advisors, LLC history Q2 2026 35.08K $1.64M 0.19% New
Manulife Financial history Q2 2026 33.00K $1.54M 0.00% Reduce
BANK OF MONTREAL /CAN/ history Q2 2026 32.61K $1.53M 0.00% New
SAX WEALTH ADVISORS, LLC history Q2 2026 31.94K $1.50M 0.06% New
CITIZENS FINANCIAL GROUP INC/RI history Q2 2026 31.89K $1.49M 0.02% New
CHAPMAN FINANCIAL GROUP, LLC history Q2 2026 31.80K $1.49M 0.99% New
LANARK FINANCIAL, INC. history Q2 2026 31.70K $1.48M 0.10% New
BRIGHTON SECURITIES CORP. history Q3 2026 33.19K $1.47M 0.62% Add
Resonant Capital Advisors, LLC history Q2 2026 31.16K $1.46M 0.07% New
Verdence Capital Advisors LLC history Q2 2026 31.13K $1.46M 0.08% New
Farringdon Capital, Ltd. history Q2 2026 30.50K $1.43M 0.71% New
BLB&B Advisors, LLC history Q2 2026 30.42K $1.42M 0.05% New
Global Retirement Partners, LLC history Q2 2026 29.96K $1.40M 0.02% New
Accel Wealth Management history Q2 2026 29.93K $1.40M 0.32% New
Summit Wealth Group, LLC history Q2 2026 29.53K $1.38M 0.28% New
Centurion Wealth Management LLC history Q2 2026 28.71K $1.34M 0.32% New
COMMERCE BANK history Q2 2026 28.55K $1.34M 0.01% New
MONEY CONCEPTS CAPITAL CORP history Q2 2026 28.22K $1.32M 0.06% New
FSB PREMIER WEALTH MANAGEMENT, INC. history Q2 2026 28.12K $1.32M 0.37% New
Noble Wealth Partners LLC history Q2 2026 27.48K $1.29M 1.12% New
AdvisorNet Financial, Inc history Q2 2026 27.39K $1.28M 0.06% New
Midwest Financial Group LLC history Q2 2026 27.19K $1.27M 0.45% New
GUGGENHEIM CAPITAL LLC history Q2 2026 27.17K $1.27M 0.01% New
Legacy Wealth Partners, LLC history Q2 2026 26.95K $1.26M 0.28% New
Entruity Wealth, LLC history Q2 2026 26.88K $1.26M 0.81% New
Fidelity Management & Research (FMR) history Q2 2026 26.84K $1.26M 0.00% Add
Talon Private Wealth, LLC history Q2 2026 26.74K $1.25M 0.15% New
Balboa Wealth Partners history Q2 2026 26.19K $1.23M 0.17% New
Outlook Wealth Advisors, LLC history Q2 2026 25.95K $1.21M 0.26% New
Global Wealth Management Investment Advisory, Inc. history Q2 2026 25.88K $1.21M 0.17% New
Prosperity Planning, Inc. history Q2 2026 25.62K $1.20M 0.28% New
Geneos Wealth Management Inc. history Q2 2026 25.35K $1.19M 0.02% New
Schwallier Wealth Management LLC history Q2 2026 25.18K $1.18M 0.74% New
Keating Financial Advisory Services, Inc. history Q2 2026 24.37K $1.14M 0.15% New
Stratos Wealth Partners, LTD. history Q2 2026 24.29K $1.14M 0.01% New
Edgestream Partners, L.P. history Q2 2026 23.63K $1.11M 0.03% New
Rothschild Wealth LLC history Q2 2026 23.23K $1.09M 0.09% New
US BANCORP \DE\ history Q2 2026 23.04K $1.08M 0.00% New
Kovack Advisors, Inc. history Q2 2026 23.13K $1.08M 0.05% New
Citadel Advisors history Q2 2025 23.00K $1.07M 0.00% Reduce
Crabel Capital Management, LLC history Q2 2026 22.71K $1.06M 0.78% New
Ullmann Wealth Partners Group, LLC history Q2 2026 22.45K $1.05M 0.10% New
ABSOLUTE CAPITAL MANAGEMENT, LLC history Q2 2026 22.39K $1.05M 0.26% New
LifePlan Investment Advisors, Inc. history Q2 2026 22.05K $1.03M 0.35% New
HT Partners LLC history Q2 2026 22.02K $1.03M 0.28% New
Essential Planning, LLC. history Q2 2026 21.82K $1.02M 0.29% New
OpenArc Corporate Advisory, LLC history Q2 2026 21.40K $1.00M 0.01% New
O'SHAUGHNESSY ASSET MANAGEMENT, LLC history Q2 2026 21.02K $984.13K 0.01% New
GENESIS PRIVATE WEALTH, LLC history Q2 2026 20.83K $974.90K 0.27% New
Sigma Planning Corp history Q2 2026 20.76K $971.75K 0.03% New
MAI Capital Management history Q2 2026 19.87K $930.27K 0.01% New
RFG Advisory, LLC history Q2 2026 19.54K $914.83K 0.01% New
CFO4Life Group, LLC history Q2 2026 19.50K $912.84K 0.12% New
AXXCESS WEALTH MANAGEMENT, LLC history Q2 2026 19.32K $904.23K 0.01% New
GREAT VALLEY ADVISOR GROUP, INC. history Q2 2026 19.09K $893.51K 0.01% New
Apella Capital, LLC history Q3 2026 19.91K $880.23K 0.01% Add
Ameritas Advisory Services, LLC history Q2 2026 18.80K $880.02K 0.02% New
Legacy Wealth Asset Management, LLC history Q2 2026 18.26K $854.61K 0.19% New
Saranac Partners Ltd history Q2 2026 18.20K $852.08K 0.25% New
Banque Transatlantique SA history Q2 2026 18.18K $851.10K 0.02% New
Global Financial Private Client, LLC history Q2 2026 17.99K $842.11K 0.23% New
ARWA LLC history Q2 2026 17.92K $832.32K 0.34% New
BNP PARIBAS FINANCIAL MARKETS history Q2 2026 17.71K $828.96K 0.00% New
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC history Q2 2026 17.45K $816.98K 0.65% New
Certified Advisory Corp history Q2 2026 17.31K $810.25K 0.07% New
Arete Wealth Advisors, LLC history Q2 2026 17.26K $807.90K 0.03% New
ROCKLAND TRUST CO history Q3 2026 17.80K $790.72K 0.03% Hold
Chesley Taft & Associates LLC history Q2 2026 16.83K $787.86K 0.03% New
Gotham Asset Management, LLC history Q2 2026 16.77K $784.77K 0.00% New
Hexagon Capital Partners LLC history Q2 2026 16.52K $773.49K 0.11% New
ASHTON THOMAS SECURITIES, LLC history Q2 2026 16.44K $770.12K 0.11% New
Fairlight Advisors history Q2 2026 16.28K $762.20K 0.62% New
Advyzon Investment Management, LLC history Q2 2026 16.26K $761.24K 0.06% New
Coppell Advisory Solutions LLC history Q2 2026 24.65K $761.00K 0.06% New
Compound Planning, Inc. history Q2 2026 16.16K $756.36K 0.02% New
Avise Financial Cooperative, Inc. history Q2 2026 16.08K $752.82K 0.53% New
Transamerica Financial Advisors, LLC history Q2 2026 15.99K $748.75K 0.06% New
Roger Wittlin Investment Advisory, LLC history Q2 2026 15.95K $746.80K 0.59% New
LEVEL FOUR ADVISORY SERVICES, LLC history Q2 2026 15.72K $735.71K 0.02% New
Alteri Wealth LLC history Q2 2026 15.52K $726.44K 0.20% New
Advisory Alpha, LLC history Q2 2026 14.99K $702.76K 0.02% New
Alvarez & Marsal Private Wealth Partners, LLC history Q2 2026 14.98K $701.26K 0.09% New
Ignite Planners, LLC history Q2 2026 14.71K $688.43K 0.10% New
Avidian Wealth Enterprises, LLC history Q3 2026 15.28K $678.41K 0.02% Add
Tortoise Investment Management, LLC history Q2 2026 14.49K $678.23K 0.05% New
Navigation Wealth Management, Inc. history Q2 2026 14.15K $662.46K 0.91% New
Proactive Wealth Strategies LLC history Q2 2026 14.12K $660.93K 0.11% New
Modera Wealth Management, LLC history Q2 2026 13.71K $641.61K 0.01% New
RWA WEALTH PARTNERS, LLC history Q2 2026 13.60K $636.61K 0.01% New
ALTFEST L J & CO INC history Q2 2026 13.56K $634.83K 0.06% New
BAM Wealth Management, LLC history Q2 2026 13.54K $633.85K 0.40% New
Trivium Point Advisory, LLC history Q2 2026 13.42K $628.33K 0.06% New
Independent Advisor Alliance history Q2 2026 13.37K $625.64K 0.01% New
Northern Trust Corp history Q2 2026 13.27K $621.36K 0.00% Add
Ellis Investment Partners, LLC history Q2 2026 13.22K $619.03K 0.09% New
IVC Wealth Advisors LLC history Q2 2026 13.14K $615.18K 0.24% New
TFB Advisors LLC history Q2 2026 12.98K $607.41K 0.27% New
OneDigital Investment Advisors LLC history Q2 2026 12.86K $602.15K 0.01% New
Summit Financial, LLC history Q2 2026 12.86K $601.77K 0.01% New
Quantinno Capital Management LP history Q2 2026 12.85K $601.63K 0.00% New
BENJAMIN EDWARDS INC history Q2 2026 12.84K $600.82K 0.01% New
Quadrature Capital Ltd history Q2 2026 12.57K $588.36K 0.01% New
Jacobs Equity LLC history Q2 2026 12.56K $587.84K 0.41% New
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC history Q2 2026 12.52K $585.92K 0.01% New
Argyle Capital Partners, LLC history Q2 2026 12.41K $580.98K 0.37% New
Millennium Management history Q2 2025 12.40K $574.66K 0.00% New
Disciplined Investments, LLC history Q2 2026 12.07K $565.19K 0.18% New
Faithward Advisors, LLC history Q2 2026 11.98K $560.64K 0.07% New
CIBC Bancorp USA Inc. history Q2 2026 11.92K $558.07K 0.00% New
POTOMAC FUND MANAGEMENT INC /ADV history Q2 2026 11.84K $554.08K 0.01% New
AQR Capital Management history Q2 2026 11.82K $553.11K 0.00% Reduce
AQR CAPITAL MANAGEMENT LLC history Q2 2026 11.82K $553.11K 0.00% New
WT Wealth Management history Q2 2026 11.77K $550.72K 0.15% New
RCS Financial Planning, LLC history Q2 2026 11.67K $546.13K 0.26% New
Cresset Asset Management, LLC history Q2 2026 11.48K $537.47K 0.00% New
MARIPAU WEALTH MANAGEMENT LLC history Q2 2026 11.25K $526.58K 0.19% New
GUIDANCE CAPITAL, INC history Q2 2026 11.33K $526.40K 0.11% New
Cambridge Advisors Inc. history Q2 2026 11.20K $524.32K 0.09% New
Ausdal Financial Partners, Inc. history Q2 2026 11.04K $516.89K 0.02% New
Trust Point Inc. history Q2 2026 10.76K $503.63K 0.04% New
Summit Global Investments history Q2 2026 10.67K $499.00K 0.03% New
Koshinski Asset Management, Inc. history Q2 2026 10.41K $487.09K 0.03% New
Seelaus Asset Management LLC history Q2 2026 10.40K $486.82K 0.34% New
Dynamic Advisor Solutions LLC history Q2 2026 10.37K $485.58K 0.01% New
Moors & Cabot, Inc. history Q2 2026 10.31K $482.80K 0.02% New
XY Planning Network, Inc. history Q2 2026 10.23K $478.73K 0.06% New
Eagle Bay Advisors LLC history Q2 2026 10.22K $478.49K 0.36% New
Braun-Bostich & Associates Inc. history Q2 2026 10.11K $473.30K 0.26% New
Pinnacle Bancorp, Inc. history Q2 2026 10.03K $469.36K 0.12% New
Meridian Wealth Partners, LLC history Q2 2026 10.02K $469.13K 0.06% New
Gladstone Institutional Advisory LLC history Q2 2026 9.80K $458.64K 0.01% New
CoreCap Advisors, LLC history Q3 2026 10.24K $454.90K 0.01% Add
WAYSTONE ADVISORS LLC history Q2 2026 9.61K $449.66K 0.34% New
M1 Capital Management LLC history Q2 2026 9.48K $443.99K 0.16% New
WNY Asset Management, LLC history Q2 2026 9.40K $440.01K 0.04% New
Venture Visionary Partners LLC history Q3 2026 9.69K $430.28K 0.02% Reduce
PACIFIC FINANCIAL GROUP INC history Q2 2026 9.12K $427.14K 0.20% New
Savant Capital, LLC history Q2 2026 9.14K $427.13K 0.00% New
Southland Equity Partners LLC history Q2 2026 9.11K $426.45K 0.07% New
WHITTIER TRUST CO history Q2 2026 9.06K $422.42K 0.00% New
Balefire, LLC history Q2 2026 8.94K $418.48K 0.07% New
True North Advisors, LLC history Q2 2026 8.94K $418.24K 0.04% New
Carnegie Investment Counsel history Q2 2026 8.89K $415.99K 0.01% New
Fortitude Advisory Group L.L.C. history Q2 2026 8.81K $412.44K 0.16% New
Northstar Advisory Group, LLC history Q2 2026 8.80K $411.74K 0.13% New
Argent Trust Co history Q2 2026 8.67K $405.70K 0.01% New
Cornerstone Planning Group LLC history Q2 2026 8.75K $403.72K 0.05% New
Florida Trust Wealth Management Co history Q2 2026 8.61K $402.80K 0.01% New
D.A. DAVIDSON & CO. history Q2 2026 8.60K $402.40K 0.00% New
Stirlingshire Investments, Inc. history Q2 2026 8.57K $401.23K 0.30% New
NWAM LLC history Q2 2026 8.35K $390.68K 0.02% New
Steelhead Wealth Management LLC history Q2 2026 8.22K $384.00K 0.15% New
Vanguard Group history Q4 2023 8.28K $383.91K 0.00% New
Fisher Asset Management, LLC history Q2 2026 8.20K $383.70K 0.00% New
CENTAURUS FINANCIAL, INC. history Q2 2026 8.06K $378.00K 0.01% New
BOYD WATTERSON ASSET MANAGEMENT LLC/OH history Q2 2026 8.05K $376.96K 0.10% New
BRIGHTON JONES LLC history Q2 2026 7.97K $372.97K 0.01% New
UMB Bank, n.a. history Q2 2026 7.93K $371.16K 0.01% New
Walleye Partners, LLC history Q2 2026 7.86K $368.07K 0.42% New
PARK AVENUE SECURITIES LLC history Q2 2026 7.83K $367.00K 0.00% New
COLUMBIA ADVISORY PARTNERS LLC history Q2 2026 7.79K $364.65K 0.20% New
UNIQUE WEALTH, LLC history Q2 2026 7.77K $363.82K 0.04% New
IFP Advisors, Inc history Q2 2026 7.73K $361.75K 0.01% New
VestGen Investment Management history Q2 2026 7.72K $361.19K 0.19% New
Rehmann Capital Advisory Group history Q2 2026 7.71K $360.68K 0.02% New
FIDUCIARY FINANCIAL ADVISORS history Q2 2026 7.70K $360.38K 0.04% New
Sequent Planning LLC history Q2 2026 7.66K $358.37K 0.08% New
SEEDS INVESTOR LLC history Q2 2026 7.60K $355.90K 0.04% New
FLPUTNAM INVESTMENT MANAGEMENT CO history Q2 2026 7.59K $355.38K 0.00% New
Atlatl Advisers LLC history Q2 2026 7.57K $354.44K 0.08% New
INTEGRITY ALLIANCE, LLC. history Q2 2026 7.49K $350.56K 0.01% New
SIMA Wealth Partners, LLC history Q2 2026 7.44K $348.46K 0.25% New
SHAYNE & JACOBS, LLC history Q2 2026 7.44K $348.45K 0.10% New
Acorn Wealth Advisors, LLC history Q2 2026 7.42K $347.18K 0.09% New
Silver Grove Financial Group, Inc. history Q2 2026 7.23K $338.28K 0.18% New
WORLD EQUITY GROUP, INC. history Q2 2026 7.21K $337.52K 0.08% New
FLYWHEEL PRIVATE WEALTH LLC history Q2 2026 7.20K $337.03K 0.17% New
Ponta Wealth Partners, LLC history Q2 2026 7.20K $336.85K 0.18% New
Econ Financial Services Corp history Q2 2026 7.15K $334.79K 0.16% New
United Advisor Group, LLC history Q2 2026 7.11K $332.83K 0.04% New
Emergent Wealth Advisors, LLC history Q2 2026 7.09K $331.82K 0.17% New
BROWN ADVISORY INC history Q2 2026 7.07K $330.99K 0.00% New
LAUREL OAK WEALTH MANAGEMENT, LLC history Q2 2026 7.07K $330.75K 0.05% New
FIFTH THIRD SECURITIES, INC. history Q2 2026 6.98K $326.76K 0.02% New
Capital Investment Advisory Services, LLC history Q2 2026 6.96K $325.89K 0.02% New
Snowden Capital Advisors LLC history Q2 2026 6.94K $324.74K 0.01% New
TWO SIGMA SECURITIES, LLC history Q2 2026 6.83K $319.76K 0.03% New
Franklin Resources history Q2 2026 6.78K $317.45K 0.00% Add
CULTIVAR CAPITAL, INC. history Q2 2026 6.75K $316.20K 0.20% New
Cassilly Financial Group LLC history Q3 2026 7.08K $314.25K 0.21% Hold
Stratos Wealth Advisors, LLC history Q2 2026 6.64K $310.84K 0.02% New
RICHARDSON FINANCIAL SERVICES INC. history Q2 2026 6.61K $309.46K 0.18% New
Pure Financial Advisors, LLC history Q2 2026 6.53K $305.62K 0.00% New
HUB Investment Partners, LLC history Q2 2026 6.46K $302.39K 0.01% New
PATTEN & PATTEN INC/TN history Q2 2026 6.30K $295.14K 0.02% New
SCHMIDT P J INVESTMENT MANAGEMENT INC history Q2 2026 6.21K $290.51K 0.04% New
Turtle Creek Wealth Advisors, LLC history Q2 2026 6.12K $286.48K 0.01% New
DELTA FINANCIAL ADVISORS LLC history Q2 2026 6.07K $284.32K 0.07% New
Walkner Condon Financial Advisors LLC history Q2 2026 5.91K $276.52K 0.03% New
GC Wealth Management RIA, LLC history Q2 2026 5.88K $275.24K 0.02% New
BARRETT & COMPANY, INC. history Q2 2026 5.85K $273.93K 0.08% New
REAP Financial Group, LLC history Q2 2026 5.75K $268.92K 0.05% New
Buck Wealth Strategies, LLC history Q2 2026 5.74K $268.85K 0.03% New
NATIONS FINANCIAL GROUP INC, /IA/ /ADV history Q2 2026 5.66K $264.97K 0.01% New
Hardworking Capital Advisors, LLC history Q2 2026 5.63K $263.40K 0.21% New
WEST MICHIGAN ADVISORS, LLC history Q2 2026 5.60K $262.83K 0.06% New
FINANCIAL LIFE ADVISORS history Q2 2026 5.56K $260.36K 0.07% New
NOMURA ASSET MANAGEMENT CO LTD history Q2 2026 5.50K $257.45K 0.00% New
Larson Financial Group LLC history Q2 2026 5.49K $257.17K 0.01% New
Belpointe Asset Management LLC history Q2 2026 5.47K $256.14K 0.01% New
Spire Wealth Management history Q2 2026 5.40K $252.98K 0.01% New
Janus Henderson Group history Q2 2025 5.45K $252.37K 0.00% Reduce
Wealthfront Advisers LLC history Q2 2026 5.38K $251.65K 0.00% New
Axis Wealth Partners, LLC history Q2 2026 5.36K $250.83K 0.12% New
21 West Wealth Management LLC history Q2 2026 5.35K $250.29K 0.21% New
Vantage Point Financial LLC history Q2 2026 5.32K $248.94K 0.08% New
SILVER OAK SECURITIES, INCORPORATED history Q2 2026 5.31K $248.53K 0.01% New
Montis Financial, LLC history Q2 2026 5.28K $247.13K 0.05% New
Wealthcare Advisory Partners LLC history Q2 2026 5.21K $243.63K 0.01% New
Wealthspire Retirement, LLC history Q2 2026 5.20K $243.43K 0.01% New
Redwood Investment Management, LLC history Q2 2026 5.10K $239.00K 0.02% New
Merited Wealth, LLC history Q2 2026 5.08K $237.73K 0.17% New
Yoffe Investment Management, LLC history Q2 2026 5.05K $236.44K 0.27% New
Clear Creek Financial Management, LLC history Q2 2026 5.01K $234.75K 0.01% New
Pinnacle Financial Partners, Inc. history Q2 2026 4.99K $233.68K 0.00% New
Elite Life Management LLC history Q2 2026 5.04K $232.90K 0.27% New
Capital Asset Managemnet, LLC history Q2 2026 4.92K $230.31K 0.52% New
Carter Financial Group, INC. history Q2 2026 4.89K $229.03K 0.12% New
Sowell Financial Services LLC history Q2 2026 4.83K $226.34K 0.01% New
Successful Portfolios LLC history Q2 2026 4.86K $225.71K 0.10% New
FLAGSHIP HARBOR ADVISORS, LLC history Q2 2026 4.81K $225.30K 0.01% New
Wealthspire Advisors, LLC history Q2 2026 4.79K $224.30K 0.00% New
Freedom Investment Management, Inc. history Q2 2026 4.79K $224.30K 0.06% New
Phoenix Financial Ltd. history Q2 2026 4.79K $224.08K 0.00% New
INSIGNEO ADVISORY SERVICES, LLC history Q2 2026 4.76K $222.72K 0.01% New
GDS Wealth Management history Q2 2026 4.74K $221.88K 0.01% New
FSA Advisors, Inc. history Q2 2026 4.67K $218.47K 0.10% New
Strive Financial Group ,LLC history Q2 2026 4.62K $216.12K 0.09% New
Oregon Pacific Wealth Management, LLC history Q2 2026 4.60K $215.23K 0.20% New
Rossby Financial, LCC history Q2 2026 4.57K $214.06K 0.04% New
Decker Retirement Planning Inc. history Q2 2026 4.55K $212.96K 0.07% New
PKS Advisory Services, LLC history Q2 2026 4.54K $212.52K 0.03% New
Strategic Wealth Partners, Ltd. history Q2 2026 4.54K $212.42K 0.01% New
Prime Capital Investment Advisors, LLC history Q2 2026 4.52K $211.68K 0.00% New
McKinley Carter Wealth Services, Inc. history Q2 2026 4.52K $211.44K 0.01% New
Clean Yield Group history Q2 2026 4.48K $209.80K 0.05% New
Caitlin John, LLC history Q2 2026 4.48K $209.57K 0.12% New
PRIVATE TRUST CO NA history Q2 2026 4.48K $209.52K 0.02% New
LIBERTY WEALTH MANAGEMENT LLC history Q2 2026 4.43K $208.09K 0.03% New
VERUS CAPITAL PARTNERS, LLC history Q2 2026 4.39K $205.57K 0.01% New
MONECO ADVISORS, LLC history Q2 2026 4.35K $203.48K 0.01% New
IFG Advisory, LLC history Q2 2026 4.32K $202.27K 0.01% New
Thompson David Blair history Q2 2026 4.31K $201.80K 0.10% New
NICOLET BANKSHARES INC history Q2 2026 4.31K $200.84K 0.01% New
Aptus Capital Advisors, LLC history Q2 2026 3.88K $181.44K 0.00% New
KERR FINANCIAL PLANNING Corp history Q2 2026 3.87K $181.25K 0.20% New
Ironwood Wealth Management, LLC. history Q2 2026 3.77K $176.25K 0.04% New
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC history Q2 2026 3.74K $174.36K 0.01% New
Raleigh Capital Management Inc. history Q2 2026 3.63K $169.81K 0.05% New
Atlantic Union Bankshares Corp history Q2 2026 3.59K $167.91K 0.00% New
Ashton Thomas Private Wealth, LLC history Q2 2026 3.35K $156.95K 0.00% New
Versant Capital Management, Inc history Q3 2026 3.52K $156.54K 0.01% Reduce
Atomic Invest LLC history Q2 2026 3.27K $153.57K 0.01% New
Imprint Wealth LLC history Q2 2026 3.10K $145.02K 0.59% New
Continuum Advisory, LLC history Q2 2026 3.09K $144.59K 0.01% New
CARDIFF PARK ADVISORS, LLC history Q2 2026 2.93K $137.22K 0.01% New
Wealth Enhancement Trust Services, Inc. history Q3 2026 2.70K $119.82K 0.01% Hold
Archer Investment Corp history Q2 2026 2.51K $117.69K 0.02% New
TUCKER ASSET MANAGEMENT LLC history Q2 2026 2.46K $115.29K 0.03% New
SBI Securities Co., Ltd. history Q2 2026 2.36K $110.33K 0.00% New
ROGCO, LP history Q2 2026 2.29K $107.10K 0.03% New
BLAIR WILLIAM & CO/IL history Q2 2026 2.27K $106.06K 0.00% New
Richard W. Paul & Associates, LLC history Q2 2026 2.25K $105.46K 0.03% New
Piscataqua Savings Bank history Q2 2026 2.25K $105.28K 0.07% New
IMA Advisory Services, Inc. history Q2 2026 2.25K $105.14K 0.01% New
Rosenberg Matthew Hamilton history Q3 2026 2.35K $104.50K 0.02% Add
Solstein Capital, LLC history Q2 2026 2.19K $102.47K 0.04% New
Winthrop Capital Management, LLC history Q2 2026 2.06K $97.00K 0.02% New
Parallel Advisors, LLC history Q2 2026 2.05K $95.82K 0.00% New
Institute for Wealth Management, LLC. history Q2 2026 2.03K $94.98K 0.01% New
Front Row Advisors LLC history Q2 2026 2.00K $92.24K 0.03% New
Synergy Investment Management, LLC history Q2 2026 1.85K $86.79K 0.02% New
Cape Investment Advisory, Inc. history Q2 2026 1.85K $86.45K 0.02% New
Kilter Group LLC history Q2 2026 1.80K $84.45K 0.03% New
TIAA TRUST, NATIONAL ASSOCIATION history Q2 2026 1.75K $81.82K 0.01% New
FAS Wealth Partners, Inc. history Q2 2026 1.65K $77.10K 0.00% New
NATIONAL BANK OF CANADA /FI/ history Q2 2026 1.47K $68.52K 0.00% New
Marshall & Sterling Wealth Advisors Inc. history Q2 2026 1.34K $62.94K 0.04% New
CDKV HOLDINGS LLC history Q2 2026 1.22K $57.20K 0.04% New
Wells Financial Advisors INC history Q2 2026 1.15K $53.97K 0.50% New
CULLEN/FROST BANKERS, INC. history Q2 2026 1.15K $53.92K 0.00% New
Pioneer Family Office, LLC history Q2 2026 1.14K $53.36K 0.03% New
Dunhill Financial, LLC history Q2 2026 1.12K $52.33K 0.01% New
COMPASS FINANCIAL MANAGEMENT LLC history Q2 2026 1.11K $51.83K 0.01% New
DUNCKER STREETT & CO INC history Q2 2026 1.04K $48.68K 0.01% New
1620 INVESTMENT ADVISORS, INC. history Q2 2026 1.03K $48.12K 0.03% New
Founders Financial Alliance, LLC history Q2 2026 1.03K $48.12K 0.01% New
NBT BANK, N.A. history Q2 2026 985 $46.11K 0.00% New
HUNTINGTON NATIONAL BANK history Q2 2026 983 $46.01K 0.00% New
Pinnacle Wealth Planning Services, Inc. history Q2 2026 942 $44.09K 0.00% New
Millstone Evans Group, LLC history Q2 2026 829 $38.80K 0.02% New
Quest 10 Wealth Builders, Inc. history Q2 2026 813 $38.06K 0.03% New
EVOLUTION WEALTH MANAGEMENT INC. history Q2 2026 767 $35.90K 0.02% New
Truvestments Capital LLC history Q2 2026 693 $31.14K 0.01% New
MilWealth Group LLC history Q2 2026 631 $29.54K 0.01% New
WELLINGTON-ALTUS USA INC. history Q2 2026 605 $28.41K 0.02% New
Breakwater Investment Management history Q2 2026 590 $27.60K 0.01% New
TIAA Wealth Investment Management LLC history Q2 2026 578 $27.16K 0.00% New
Kingdom Financial Group LLC. history Q2 2026 570 $26.66K 0.01% New
Asset Dedication, LLC history Q2 2026 565 $26.45K 0.00% New
CITY HOLDING CO history Q2 2026 550 $25.75K 0.00% New
Golden State Wealth Management, LLC history Q2 2026 546 $25.56K 0.00% New
Glen Eagle Advisors, LLC history Q2 2026 530 $24.81K 0.00% New
Balentine LLC history Q2 2026 523 $24.48K 0.00% New
Murphy & Mullick Capital Management Corp history Q2 2026 517 $24.20K 0.01% New
BARD ASSOCIATES INC history Q2 2026 510 $23.87K 0.01% New
LRI Investments, LLC history Q2 2026 509 $23.85K 0.00% New
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC history Q2 2026 485 $22.67K 0.00% New
Bangor Savings Bank history Q3 2026 507 $22.52K 0.00% Hold
First PREMIER Bank history Q2 2026 470 $22.00K 0.00% New
SYM FINANCIAL Corp history Q2 2026 467 $21.86K 0.00% New
SOA Wealth Advisors, LLC. history Q2 2026 465 $21.77K 0.00% New
Main Street Group, LTD history Q2 2026 465 $21.77K 0.01% New
Citigroup Inc history Q2 2026 440 $20.60K 0.00% Add
SIGNATUREFD, LLC history Q2 2026 432 $20.22K 0.00% New
ESL Trust Services, LLC history Q2 2026 429 $20.08K 0.00% New
Colonial Trust Co / SC history Q2 2026 403 $18.86K 0.00% New
LOWE BROCKENBROUGH & CO INC history Q2 2026 399 $18.68K 0.00% New
Signature Equity Partners, LLC history Q2 2026 392 $18.33K 0.01% New
TOMPKINS FINANCIAL CORP history Q3 2026 406 $18.03K 0.00% Reduce
Napier Financial, LLC history Q2 2026 373 $17.44K 0.00% New
Anchor Investment Management, LLC history Q2 2026 371 $17.37K 0.00% New
Lodestone Wealth Management LLC history Q2 2026 367 $17.19K 0.01% New
Westside Investment Management, Inc. history Q2 2026 363 $16.99K 0.00% New
Parkside Financial Bank & Trust history Q2 2026 362 $16.97K 0.00% New
Frazier Financial Advisors, LLC history Q2 2026 361 $16.90K 0.01% New
Gunpowder Capital Management, LLC dba Oliver Wealth Manageme history Q2 2026 335 $15.68K 0.01% New
Signature Resources Capital Management, LLC history Q2 2026 332 $15.54K 0.01% New
Godfrey Financial Associates, Inc. history Q2 2026 324 $15.17K 0.01% New
BlackRock Inc history Q2 2025 320 $14.83K 0.00% Hold
BROWN BROTHERS HARRIMAN & CO history Q2 2026 305 $14.28K 0.00% New
United Community Bank history Q2 2026 303 $14.18K 0.00% New
BLUELINE ADVISORS LLC history Q2 2026 291 $13.63K 0.01% New
MARK SHEPTOFF FINANCIAL PLANNING, LLC history Q2 2026 278 $13.01K 0.01% New
Ares Financial Consulting, LLC history Q2 2026 275 $12.87K 0.01% New
WealthShield Partners, LLC history Q2 2026 254 $11.89K 0.00% New
TRUST CO OF TOLEDO NA /OH/ history Q2 2026 249 $11.66K 0.00% New
REICON WEALTH ADVISORS, LLC history Q2 2026 241 $11.28K 0.01% New
VALLEY WEALTH MANAGERS, INC. history Q2 2026 218 $10.21K 0.00% New
Clark Wealth Partners history Q2 2026 216 $10.11K 0.01% New
EASTERN BANK history Q3 2026 225 $9.99K 0.00% Hold
Harborfront Financial Group LLC history Q2 2026 210 $9.83K 0.04% New
Inspire Investing, LLC history Q2 2026 187 $8.75K 0.00% New
Fourth Dimension Wealth, LLC history Q2 2026 171 $8.01K 0.00% New
PROSPERITY BANCSHARES INC history Q2 2026 169 $7.91K 0.01% New
BFSG, LLC history Q2 2026 165 $7.72K 0.00% New
ELEVATION WEALTH PARTNERS, LLC history Q3 2026 173 $7.68K 0.00% Hold
EPG Wealth Management LLC history Q2 2026 163 $7.63K 0.00% New
Hoese & Co LLP history Q2 2026 162 $7.58K 0.01% New
North Star Investment Management Corp. history Q2 2026 160 $7.49K 0.00% New
MCGUIRE CAPITAL ADVISORS INC history Q2 2026 156 $7.30K 0.00% New
WOLFF WIESE MAGANA LLC history Q2 2026 155 $7.26K 0.00% New
HARBOR INVESTMENT ADVISORY, LLC history Q2 2026 152 $7.12K 0.00% New
Nova Wealth Management, Inc. history Q2 2026 131 $6.13K 0.00% New
HANTZ FINANCIAL SERVICES, INC. history Q2 2026 130 $6.00K 0.00% New
Tidemark, LLC history Q2 2026 108 $5.05K 0.00% New
Wiser Advisor Group LLC history Q2 2026 107 $5.03K 0.01% New
Avion Wealth history Q2 2026 107 $5.00K 0.00% New
TOEWS CORP /ADV history Q2 2026 102 $4.79K 0.00% New
Crews Bank & Trust history Q2 2026 100 $4.68K 0.00% New
BEACON INVESTMENT ADVISORY SERVICES, INC. history Q2 2026 99 $4.63K 0.00% New
Cordant, Inc. history Q2 2026 96 $4.51K 0.00% New
AlphaCore Capital LLC history Q2 2026 83 $3.88K 0.00% New
ROTHSCHILD INVESTMENT LLC history Q2 2026 81 $3.79K 0.00% New
Networth Advisors, LLC history Q2 2026 80 $3.75K 0.00% New
Realta Investment Advisors history Q2 2026 78 $3.65K 0.00% New
SALEM INVESTMENT COUNSELORS INC history Q2 2026 73 $3.42K 0.00% New
ALBION FINANCIAL GROUP /UT history Q2 2026 72 $3.37K 0.00% New
AMERIFLEX GROUP, INC. history Q2 2026 70 $3.28K 0.00% New
Key FInancial Inc history Q2 2026 68 $3.18K 0.00% New
Capital Advisors, Ltd. LLC history Q2 2026 63 $3.00K 0.00% New
Lloyd Advisory Services, LLC. history Q2 2026 63 $2.94K 0.00% New
N.E.W. Advisory Services LLC history Q2 2026 62 $2.90K 0.00% New
Bogart Wealth, LLC history Q2 2026 60 $2.81K 0.00% New
BROWN, LISLE/CUMMINGS, INC. history Q2 2026 55 $2.58K 0.00% New
Transce3nd, LLC history Q2 2026 55 $2.55K 0.04% New
Biltmore Family Office, LLC history Q2 2026 52 $2.43K 0.00% New
RICHARDS, MERRILL & PETERSON, INC. history Q2 2026 47 $2.20K 0.00% New
WPG Advisers, LLC history Q2 2026 45 $2.11K 0.00% New
CX Institutional history Q3 2026 36 $2.00K 0.00% Hold
Elequin Capital, LP history Q2 2026 42 $1.97K 0.00% New
Salomon & Ludwin, LLC history Q2 2026 42 $1.96K 0.00% New
Glass Jacobson Investment Advisors llc history Q2 2026 38 $1.78K 0.00% New
Medallion Wealth Advisors, LLC history Q2 2026 33 $1.56K 0.00% New
HM PAYSON & CO history Q2 2026 32 $1.50K 0.00% New
DHJJ Financial Advisors, Ltd. history Q2 2026 30 $1.41K 0.00% New
BIRCHBROOK, INC. history Q2 2026 30 $1.41K 0.00% New
HORIZON FINANCIAL SERVICES, LLC history Q2 2026 29 $1.36K 0.00% New
Register Financial Advisors LLC history Q2 2026 27 $1.26K 0.00% New
Oakworth Capital, Inc. history Q2 2026 27 $1.26K 0.00% New
Vision Retirement, LLC history Q2 2026 26 $1.22K 0.00% New
MOTCO history Q2 2026 24 $1.12K 0.00% New
MORRIS FINANCIAL CONCEPTS, INC. history Q2 2026 21 $983 0.00% New
Nemes Rush Group LLC history Q2 2026 21 $983 0.00% New
JFS WEALTH ADVISORS, LLC history Q2 2026 18 $843 0.00% New
Smallwood Wealth Investment Management, LLC history Q2 2026 10 $468 0.00% New
MJT & Associates Financial Advisory Group, Inc. history Q3 2026 11 $449 0.00% Hold
Creative Capital Management Investments LLC history Q2 2026 8 $374 0.00% New
MPWM ADVISORY SOLUTIONS, LLC history Q2 2026 6 $286 0.00% New
Russell Investments Group, Ltd. history Q2 2026 6 $281 0.00% New
Mosley Wealth Management history Q2 2026 5 $234 0.00% New
HighMark Wealth Management LLC history Q2 2026 5 $220 0.00% New
Bear Mountain Capital, Inc. history Q2 2026 2 $93 0.00% New
CBIZ Investment Advisory Services, LLC history Q2 2026 1 $26 0.00% New

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