VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF - Net Long/Short Value

Vanguard Index Funds - Vanguard Small-Cap Growth ETF
US ˙ ARCA ˙ US9229085959

VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF - Net Long/Short Value
Halaman ini menyediakan nilai bersih long/short untuk setiap kepemilikan institusional yang dilaporkan melalui pengajuan 13F atau NPORT. Untuk menghitung nilai bersih long/short, kami menambahkan nilai ekuitas ke nilai opsi beli (call option) dan mengurangi nilai opsi jual (put option). Dana yang melaporkan posisi short-borrowed akan melaporkan nilai ekuitas sebagai negatif. Posisi long bersih akan memiliki angka positif di kolom long/short bersih, dan posisi short bersih akan memiliki nilai negatif di kolom tersebut.
Pemilik Nilai Ekuitas
($1000)
Nilai Panggilan
($1000)
Masukkan Nilai
($1000)
Posisi Long/Short Bersih
($1000)
S.A. Mason LLC
Gryphon Financial Partners LLC
American Capital Advisory, LLC
Smith, Salley & Associates
DHJJ Financial Advisors, Ltd.
Plante Moran Financial Advisors, LLC
Crestwood Advisors Group LLC
Linscomb & Williams, Inc.
Blueshift Asset Management, LLC
Nbt Bank N A /ny
Cannon Financial Strategists, Inc.
CJM Wealth Advisers, Ltd.
Pinnacle Financial Partners Inc
EBI - RBB Fund Trust - Longview Advantage ETF
Spurstone Advisory Services, LLC
Fonville Wealth Management LLC
Wambolt & Associates, LLC
Raymond James Financial Inc
Truvestments Capital Llc
Cyndeo Wealth Partners, LLC
Wallace Hart LLC
Kestra Private Wealth Services, Llc
Greenwood Capital Associates Llc
WMG Financial Advisors, LLC
MidAtlantic Capital Management, Inc.
Legacy Wealth Managment, LLC/ID
Strategic Investment Solutions, Inc. /IL
Game Plan Financial Advisors, LLC
FineMark National Bank & Trust
Tsfg, Llc
Fairman Group, LLC
Hurley Capital, LLC
Synovus Financial Corp
MidWestOne Financial Group, Inc.
M&t Bank Corp
Clark Financial Services Group Inc /bd
Hartline Investment Corp/
Oak Harbor Wealth Partners, Llc
Northeast Investment Management
Heartwood Wealth Advisors LLC
Bank Of Hawaii
CAPROCK Group, Inc.
Kingstone Capital Partners Texas, LLC
Talon Private Wealth, LLC
Rodgers & Associates, LTD
Good Life Advisors, LLC
Agate Pass Investment Management, LLC
Walter & Keenan Financial Consulting Co /mi/ /adv
Farther Finance Advisors, LLC
Unconventional Investor, LLC
Kestra Advisory Services, LLC
Sawgrass Asset Management Llc
Fairway Wealth LLC
M.e. Allison & Co., Inc.
Tompkins Financial Corp
BRYN MAWR TRUST Co
Seek First Inc.
WealthTrak Capital Management LLC
Captrust Financial Advisors
Tranquility Partners, LLC
IMG Wealth Management, Inc.
Abound Wealth Management
First Manhattan Co
GHP Investment Advisors, Inc.
Glass Jacobson Investment Advisors llc
Susquehanna International Group, Llp
Checchi Capital Advisers, LLC
Cornerstone Advisory, LLC
Peirce Capital Management, LLC
Winthrop Advisory Group LLC
Brinker Capital Investments, LLC
Commonwealth Equity Services, Llc
Jpmorgan Chase & Co
Concord Wealth Partners
DiMeo Schneider & Associates, L.L.C.
American Trust
Ameriflex Group, Inc.
Houlihan Financial Resource Group, Ltd.
Atlas Legacy Advisors, LLC
1776 Wealth LLC
Pinnacle Financial Group, LLC / IL
Frazier Financial Advisors, LLC
Headland Capital, LLC
Vermillion Wealth Management, Inc.
Total Wealth Planning, Llc
Anfield Capital Management, LLC
Vickerman Investment Advisors, Inc.
Mv Capital Management, Inc.
MAS Advisors LLC
rebel Financial LLC
Kmg Fiduciary Partners, Llc
Holos Integrated Wealth LLC
Pittenger & Anderson Inc
Stephens Group Asset Management, Llc
LGT Financial Advisors LLC
Sax Wealth Advisors, Llc
Halbert Hargrove Global Advisors, Llc
Kingsview Wealth Management, LLC
Fisher Asset Management, LLC
Matrix Private Capital Group Llc
Aqr Capital Management Llc
Tower View Investment Management & Research LLC
Providence Capital Advisors, LLC
AE Wealth Management LLC
Two Roads Shared Trust - Foundations Dynamic Growth ETF
Smithfield Trust Co
EP Wealth Advisors, Inc.
Whittier Trust Co
RKL Wealth Management LLC
Orin Green Financial, LLC
Tower Research Capital LLC (TRC)
Integrity Alliance, Llc.
Harwood Advisory Group, LLC
Compton Wealth Advisory Group, LLC
Wisconsin Wealth Advisors, LLC
Grove Street Fiduciary, LLC
WP Advisors, LLC
Northwest Financial Advisors
Coordinated Financial Services, Inc./CO
Bogart Wealth, LLC
Apollon Financial, LLC
Invictus Private Wealth, Llc
Painted Porch Advisors LLC
Bokf, Na
Valley Forge Investment Consultants Inc Adv
Sightline Wealth Advisors, LLC
Gladstone Institutional Advisory LLC
Dynamic Advisor Solutions LLC
Corrigan Financial, Inc.
Commerce Bank
Stratos Wealth Partners, LTD.
Logan Capital Management Inc
Steigerwald, Gordon & Koch Inc.
Leavell Investment Management, Inc.
Hm Payson & Co
Covington Investment Advisors Inc.
First American Trust, Fsb
Wsfs Capital Management, Llc
Harbour Capital Advisors, LLC
JNBA Financial Advisors
BLB&B Advisors, LLC
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES
Duncan Williams Asset Management, LLC
Central Pacific Bank - Trust Division
Alliancebernstein L.p.
Choate Investment Advisors
Brown, Lisle/cummings, Inc.
Ark & Tlk Investments, Llc
Brendel Financial Advisors LLC
Hoxton Planning & Management, LLC
Old Second National Bank Of Aurora
GPS Wealth Strategies Group, LLC
Nemes Rush Group LLC
Pinnacle Bancorp, Inc.
West Financial Advisors, LLC
MAI Capital Management
Anchor Investment Management, LLC
Fairscale Capital, LLC
Perigon Wealth Management, LLC
NFP Retirement, Inc.
TruNorth Capital Management, LLC
Webster Bank, N. A.
Saxon Interests, Inc.
Curtis Advisory Group, LLC
Advanced Series Trust - Ast Small-cap Growth Portfolio
City State Bank
Marshall & Sterling Wealth Advisors Inc.
Olistico Wealth, LLC
Qrg Capital Management, Inc.
Dynamic Financial Group
Thrivent Financial For Lutherans
Janney Montgomery Scott LLC
Sentinel Pension Advisors Inc
Capital Investment Advisors, LLC
Silvercrest Asset Management Group Llc
Orleans Capital Management Corp/la
LaFleur & Godfrey LLC
Compass Financial Group, INC/SD
EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares
PKS Advisory Services, LLC
Capital A Wealth Management, LLC
Flow Traders U.s. Llc
Miller Financial Services LLC
Pinnacle Associates Ltd
Private Trust Co Na
SOUTH STATE Corp
Pennington Partners & Co., Llc
Invst, LLC
Western Wealth Management, LLC
Pandora Wealth, Inc.
Burney Co/
Cary Street Partners Financial Llc
Wrapmanager Inc
Cozad Asset Management Inc
One Charles Private Wealth Services, LLC
Cove Private Wealth, LLC
Aviso Wealth Management
BHK Investment Advisors, LLC
Cranbrook Wealth Management, LLC
Fiduciary Trust Co
Aspiriant, Llc
Citizens Financial Group Inc/ri
Harbour Investments, Inc.
Everhart Financial Group, Inc.
Sowell Financial Services LLC
Busey Wealth Management
Koshinski Asset Management, Inc.
Lwm Advisors Inc
NorthRock Partners, LLC
Nordwand Advisors, LLC
McKinley Carter Wealth Services, Inc.
Capital Advisory Group Advisory Services, LLC
O'ROURKE & COMPANY, Inc
Brighton Jones Llc
Dynamic Wealth Strategies, LLC
Dahring | Cusmano Llc
Financial Connections Group, Inc.
TFG Advisers LLC
Level Four Advisory Services, Llc
Transcend Wealth Collective, Llc
Madison Park Capital Advisors, LLC
May Barnhard Investments LLC
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
Truist Financial Corp
Advisory Services Network, LLC
Horizon Bancorp Inc /in/
Integrated Wealth Concepts LLC
Horizon Investment Services, LLC
Apella Capital, LLC
Avantax Planning Partners, Inc.
Optimum Investment Advisors
Sand Hill Global Advisors, LLC
Eagle Strategies LLC
Atria Wealth Solutions, Inc.
Foster Group, Inc.
Opulen Financial Group LLC
Tritonpoint Wealth, Llc
Snowden Capital Advisors LLC
Kessler Investment Group, LLC
Noble Family Wealth, LLC
Brown Wealth Management, Llc
Brady Martz Wealth Solutions, LLC
Great Valley Advisor Group, Inc.
CENTRAL TRUST Co
Towerpoint Wealth, LLC
Sunbelt Securities, Inc.
SlateStone Wealth, LLC
Bradley Foster & Sargent Inc/ct
Keener Financial Planning LLC
TCTC Holdings, LLC
Beacon Capital Management, LLC
Country Club Bank /gfn
NewEdge Wealth, LLC
Stephens Inc /ar/
Highland Capital Management, Llc
Lido Advisors, LLC
UMA Financial Services, Inc.
Colony Family Offices, LLC
Perennial Investment Advisors, LLC
Financial Alternatives, Inc
Sage Mountain Advisors LLC
Cwm, Llc
Quantinno Capital Management LP
Mainsail Asset Management, Llc
Gen-Wealth Partners Inc
Gemmer Asset Management LLC
Geneos Wealth Management Inc.
Davis R M Inc
Cambridge Investment Research Advisors, Inc.
PDS Planning, Inc
Wbh Advisory Inc
Center for Financial Planning, Inc.
Rsm Us Wealth Management Llc
ORG Partners LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Investmark Advisory Group LLC
Perfromance Wealth Partners, LLC
Avantax Advisory Services, Inc.
Truepoint, Inc.
Tudor Investment Corp Et Al
Krilogy Financial LLC
Athena Investment Management
Joel Isaacson & Co., LLC
Comerica Bank
EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares
Blue Investment Partners LLC
Accel Wealth Management
IAG Wealth Partners, LLC
Titleist Asset Management, Llc
Smartleaf Asset Management LLC
Parallel Advisors, LLC
DecisionPoint Financial, LLC
PUREfi Wealth, LLC
Dakota Community Bank & Trust NA
SageView Advisory Group, LLC
Shoker Investment Counsel, Inc.
Alpine Bank Wealth Management
Cornerstone Wealth Management, LLC
Cerity Partners LLC
Key FInancial Inc
Glenview Trust Co
Asset Management Group, Inc.
Revisor Wealth Management LLC
Adventist Health System/ West
Clarity Capital Advisors, LLC
AllSquare Wealth Management LLC
Moloney Securities Asset Management, LLC
Warner Financial, Inc
Asset Dedication, LLC
Financial Freedom, LLC
Lmcg Investments, Llc
Centaurus Financial, Inc.
Consolidated Portfolio Review Corp
Hanson & Doremus Investment Management
Williams Jones Wealth Management, LLC.
Northern Trust Corp
United Bank
Robertson Stephens Wealth Management, LLC
Resources Investment Advisors, LLC.
MVFG - Northern Lights Fund Trust IV - Monarch Volume Factor Global Unconstrained Index ETF
Mcdonald Partners Llc
Sei Investments Co
Summit Wealth Group Llc / Co
Falcon Wealth Planning
Dakota Wealth Management
Stenger Family Office, LLC
Keyvantage Wealth, Llc
Fifth Third Securities, Inc.
Ifrah Financial Services, Inc.
Milestone Asset Management Group, LLC
Creative Planning
Coordinated Financial Services, Inc.
Inspirion Wealth Advisors, Llc
Daymark Wealth Partners, Llc
Capital Analysts, Inc.
We Are One Seven, LLC
Genesis Private Wealth, Llc
Total Investment Management Inc
Financial Perspectives, Inc
Hemington Wealth Management
Taylor Financial Group, Inc.
Verdence Capital Advisors LLC
Archer Investment Corp
Ballentine Partners, LLC
Eastern Bank
Stifel Financial Corp
Cubist Systematic Strategies, LLC
Jacobi Capital Management LLC
Capital Advisors Wealth Management, LLC
Waldron Private Wealth LLC
Opus Capital Group, LLC
Philadelphia Trust Co
Mechanics Financial Corp
Ally Invest Advisors Inc.
Michels Family Financial, LLC
LifePlan Investment Advisors, Inc.
Main Street Group, LTD
Apriem Advisors
Peapack Gladstone Financial Corp
Coppell Advisory Solutions LLC
EPG Wealth Management LLC
Insight Advisors, LLC/ PA
Spire Wealth Management
Prosperity Planning, Inc.
BCS Wealth Management
Intergy Private Wealth, LLC
StoneX Group Inc.
GAMMA Investing LLC
Valeo Financial Advisors, LLC
Cardiff Park Advisors, Llc
Jmac Enterprises Llc
Shepherd Financial Partners LLC
Hrt Financial Lp
Orion Portfolio Solutions, LLC
Whipplewood Advisors, LLC
Missouri Trust & Investment Co
Whitaker-Myers Wealth Managers, LTD.
Financial Gravity Companies, Inc.
Evergreen Capital Management Llc
Sterling Financial Planning, Inc.
SWAN Capital LLC
Trustmark National Bank Trust Department
Laurel Wealth Advisors LLC
Farmers National Bank
Norden Group Llc
Congress Asset Management Co /ma
RTD Financial Advisors, Inc.
Macroview Investment Management Llc
Chapin Davis, Inc.
Simon Quick Advisors, Llc
First United Bank Trust/
Kaizen Financial Strategies
Fortis Capital Advisors, LLC
XY Planning Network, Inc.
Tenret Co LLC
Founders Financial Alliance, LLC
AdvisorNet Financial, Inc
Integrated Capital Management, LLC
Kovitz Investment Group Partners, LLC
Grand Wealth Management, Llc
Triton Wealth Management, PLLC
Capstone Triton Financial Group, LLC
K2 Financial Inc.
Bank Of America Corp /de/
Pacific Sun Financial Corp
Blume Capital Management, Inc.
Founders Grove Wealth Partners, Llc
Bank Of Montreal /can/
Morgan Stanley
WealthCare Investment Partners, LLC
Signet Financial Management, Llc
Bessemer Group Inc
Main Street Financial Solutions, LLC
Pasadena Private Wealth, LLC
Sensible Money, LLC
OneAscent Financial Services LLC
Cascade Wealth Advisors, Inc
Manchester Capital Management LLC
Evermay Wealth Management Llc
Newbridge Financial Services Group, Inc.
Sofos Investments, Inc.
Petix & Botte Co
Nabity-Jensen Investment Management Inc
EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares
Geneva Capital Management Llc
Alerus Financial Na
Pineridge Advisors LLC
Fee-Only Financial Planning, L.C.
Martel Wealth Advisors Inc
Keebeck Wealth Management, LLC
FC Advisory LLC
Northwest Bancshares, Inc.
Goodwin Investment Advisory
Valley National Advisers Inc
Thurston, Springer, Miller, Herd & Titak, Inc.
SOA Wealth Advisors, LLC.
Csenge Advisory Group
Belpointe Asset Management LLC
Wealthspan Partners, Llc
Apexium Financial, Lp
RFG Advisory, LLC
Deutsche Bank Ag\
Citadel Advisors Llc
Johnson Financial Group, Inc.
Beaird Harris Wealth Management, LLC
Northeast Financial Consultants Inc
Strategic Financial Concepts, LLC
Strategies Wealth Advisors, LLC
LPL Financial LLC
Delta Financial Group, Inc.
Smith, Moore & Co.
Tradition Wealth Management, LLC
Bank of New York Mellon Corp
Garde Capital, Inc.
Signature Resources Capital Management, LLC
New Wave Wealth Advisors Llc
Congress Wealth Management LLC / DE /
Wells Trecaso Financial Group, LLC
Marino, Stram & Associates Llc
Regal Investment Advisors LLC
Spinnaker Trust
Hamilton Point Investment Advisors, LLC
Brown Brothers Harriman & Co
Horizon Financial Services, Llc
Florida Financial Advisors, Llc
Wealthfront Advisers Llc
Prime Capital Investment Advisors, LLC
Schechter Investment Advisors, LLC
Keybank National Association/oh
Archford Capital Strategies, LLC
Carnegie Capital Asset Management, LLC
Carr Financial Group Corp
Transce3nd, LLC
IFG Advisory, LLC
MCF Advisors LLC
Axis Wealth Partners, LLC
Vestor Capital, Llc
DiNuzzo Private Wealth, Inc.
IPG Investment Advisors LLC
Allworth Financial LP
Institute for Wealth Management, LLC.
Larson Financial Group LLC
1832 Asset Management L.P.
Jackson, Grant Investment Advisers, Inc.
Strategic Investment Advisors / MI
Vanguard Group Inc
Wedmont Private Capital
Trust Co Of Vermont
Riversedge Advisors, Llc
White Lighthouse Investment Management Inc.
Washington Trust Advisors, Inc.
Disciplined Investments, LLC
Quotient Wealth Partners, LLC
Wrenne Financial Planning LLC
Wealthcare Advisory Partners LLC
Wealth Enhancement Advisory Services, Llc
Lgl Partners, Llc
Midwest Trust Co
Coston, McIsaac & Partners
N.E.W. Advisory Services LLC
Elser Financial Planning, Inc
North Capital, Inc.
Atlantic Union Bankshares Corp
Bellevue Asset Management, Llc
Crescent Grove Advisors, LLC
Pinnacle Wealth Management Advisory Group, LLC
Waller Financial Planning Group, Inc
Kingswood Wealth Advisors, Llc
One Day In July LLC
Brown Advisory Inc
Federation des caisses Desjardins du Quebec
Binnacle Investments Inc
Glenmede Trust Co Na
Sutton Place Investors Llc
Juncture Wealth Strategies, Llc
Adviser Investments LLC
DAVENPORT & Co LLC
Glenmede Investment Management, LP
Stephen J. Garry & Associates, Llc
Key Client Fiduciary Advisors, LLC
First Trust Advisors Lp
SRS Capital Advisors, Inc.
Quadcap Wealth Management, LLC
Dunhill Financial, LLC
Lane & Associates LLC
Mather Group, Llc.
Diversify Wealth Management, Llc
Provident Wealth Management, LLC
Parsons Capital Management Inc/ri
GWM Advisors LLC
Obsidian Personal Planning Solutions LLC
Parkside Financial Bank & Trust
NCP Inc.
Grove Bank & Trust
Oldfather Financial Services, LLC
Mycio Wealth Partners, Llc
Argent Advisors, Inc.
American National Bank
BIP Alliance, LLC
Sage Financial Group Inc
United Capital Financial Advisers, Llc
Shelton Wealth Management, Llc
Mariner, LLC
Pure Financial Advisors, Inc.
WealthPlan Investment Management, LLC
Jeppson Wealth Management, Llc
Orion Capital Management LLC
Gotham Asset Management, LLC
Pillar Financial Advisors, LLC
Global Wealth Strategies & Associates
UBS Group AG
Texas Yale Capital Corp.
Johnson Investment Counsel Inc
Professional Financial Advisors, LLC
Compass Ion Advisors, LLC
Independence Bank of Kentucky
Trilogy Capital Inc.
Sagespring Wealth Partners, Llc
Cresset Asset Management, LLC
Mill Creek Capital Advisors, LLC
Tortoise Investment Management, LLC
Meridian Financial, LLC
Jamison Private Wealth Management, Inc.
Ameritas Advisory Services, LLC
Green Harvest Asset Management LLC
NorthStar Asset Management LLC /NJ/
Jane Street Group, Llc
LaSalle St. Investment Advisors, LLC
Natixis Advisors, L.p.
Mount Yale Investment Advisors, LLC
Zeit Capital LLC
IFG Advisors, LLC
TCI Wealth Advisors, Inc.
Aaron Wealth Advisors LLC
Capital Advisors, Ltd. LLC
Stratos Wealth Advisors, LLC
Bravias Capital Group, LLC
Indiana Trust & Investment Management CO
Curio Wealth, Llc
Ausdal Financial Partners, Inc.
MSH Capital Advisors LLC
Copia Wealth Management
Ironwood Financial, llc
Flagship Harbor Advisors, Llc
Stonebridge Financial Planning Group, LLC
Wiley Bros.-aintree Capital, Llc
New England Private Wealth Advisors LLC
Windward Private Wealth Management Inc.
Willis Johnson & Associates, Inc.
Steward Partners Investment Advisory, Llc
Coldstream Capital Management Inc
VisionPoint Advisory Group, LLC
IFP Advisors, Inc
Private Capital Management Llc
Baird Financial Group, Inc.
Schneider Downs Wealth Management Advisors, LP
Farmers & Merchants Investments Inc
Russell Investments Group, Ltd.
Beacon Financial Advisory LLC
St. Louis Trust Co
Opal Wealth Advisors, LLC
Verus Financial Partners, Inc.
Glen Eagle Advisors, LLC
Vestmark Advisory Solutions, Inc.
Bell Bank
Angeles Wealth Management, Llc
SkyOak Wealth, LLC
Exchange Traded Concepts, Llc
Freestone Capital Holdings, LLC
Dentgroup LLC
Simmons Bank
Bay Capital Advisors, LLC
Founders Financial Securities Llc
MTM Investment Management, LLC
Cutler Investment Counsel Llc
My Purposeful Wealth Corp.
Presilium Private Wealth, Llc
Signaturefd, Llc
Ashton Thomas Securities, Llc
Jones Financial Companies Lllp
Focus Financial Network, Inc.
Relyea Zuckerberg Hanson LLC
Fourth Dimension Wealth, LLC
Arete Wealth Advisors, LLC
Patriot Investment Management Inc.
4wealth Advisors, Inc.
BOK Financial Private Wealth, Inc.
Rossmore Private Capital
Hsbc Holdings Plc
Clayton Financial Group LLC
AMG National Trust Bank
Brickley Wealth Management
Proffitt & Goodson Inc
Systelligence, LLC
CX Institutional
Friday Financial
Fuller & Thaler Asset Management, Inc.
Fifth Third Wealth Advisors LLC
Galvin, Gaustad & Stein, LLC
Sanibel Captiva Trust Company, Inc.
Nwam Llc
Salomon & Ludwin, LLC
Center For Asset Management LLC
Associated Banc-corp
CWA Asset Management Group, LLC
BlackRock, Inc.
Clark Asset Management, LLC
Performa Ltd (US), LLC
Ti-trust, Inc
Mowery & Schoenfeld Wealth Management, LLC
Retirement Planning Group
Vigilare Wealth Management
SilverOak Wealth Management LLC
Blue Bell Private Wealth Management, Llc
American Money Management, LLC
Taylor, Cottrill, Erickson & Associates, Inc.
Bailard, Inc.
Rakuten Securities, Inc.
EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares
ProVise Management Group, LLC
Independent Wealth Network Inc.
Keystone Financial Services, LLC
Venturi Wealth Management, LLC
TAGStone Capital, Inc.
Warren Averett Asset Management, LLC
Quest Investment Management Llc
Franklin Resources Inc
Partners in Financial Planning
Integrity Wealth Solutions LLC
Courier Capital Llc
Miracle Mile Advisors, LLC
Lazard Asset Management Llc
Cornerstone Wealth Advisors, Inc.
Trust Co of the South
Park Avenue Securities Llc
Whittier Trust Co Of Nevada Inc
MONECO Advisors, LLC
Salem Investment Counselors Inc
J.w. Cole Advisors, Inc.
Sage Financial Management Group, Inc.
Proathlete Wealth Management Llc
Five Pine Wealth Management
Bragg Financial Advisors, Inc
Kure Advisory, LLC
Kovack Advisors, Inc.
Principal Securities, Inc.
Evolution Wealth Management Inc.
Chicago Partners Investment Group LLC
Everstar Asset Management, LLC
Soltis Investment Advisors LLC
Silverlake Wealth Management Llc
Resolute Advisors LLC
Millstone Evans Group, LLC
Strategic Financial Services, Inc,
Wolff Financial Management Llc
Hurlow Wealth Management Group, Inc.
Friedenthal Financial
Wealthedge Investment Advisors, Llc
Berkshire Money Management, Inc.
Argent Trust Co
Retirement Investment Advisors, Inc.
Prestige Wealth Management Group LLC
Creekside Partners
JDM Financial Group LLC
Global Trust Asset Management, LLC
Massmutual Trust Co Fsb/adv
Bnp Paribas Arbitrage, Sa
Savant Capital, LLC
Trust Point Inc.
Procyon Private Wealth Partners, LLC
Kohmann Bosshard Financial Services, LLC
Capital Management Associates, Inc
Cullen/frost Bankers, Inc.
Rinkey Investments
Murphy & Mullick Capital Management Corp
Gladwyn Financial Advisors, Inc.
Citigroup Inc
Bradley & Co. Private Wealth Management, LLC
SFI Advisors, LLC
Financial Advisors Network, Inc.
Legacy Investment Solutions, LLC
Narwhal Capital Management
Costello Asset Management, INC
Aurelius Family Office LLC
Foster Dykema Cabot & Partners, Llc
Belvedere Trading LLC
Wedbush Securities Inc
Willner & Heller, Llc
Bowman & Co S.C.
Curbstone Financial Management Corp
NavPoint Financial, Inc.
Diversified Enterprises, LLC
Graney & King, LLC
Matisse Capital
Richardson Financial Services Inc.
Green Square Capital Advisors Llc
Delos Wealth Advisors, LLC
HighTower Advisors, LLC
Mustard Seed Financial, LLC
Werba Rubin Papier Wealth Management
Ronald Blue Trust, Inc.
Tobias Financial Advisors, Inc.
Channel Wealth Llc
Sunburst Financial Group, LLC
Buckingham Strategic Partners
Peterson Wealth Advisors, LLC
Eclectic Associates Inc /adv
Park Square Financial Group, LLC
Kozak & Associates, Inc.
BSW Wealth Partners
Jackson Hole Capital Partners, LLC
Kera Capital Partners, Inc.
Aptus Capital Advisors, LLC
Visionary Wealth Advisors
Merit Financial Group, LLC
Convergence Financial, LLC
Von Berge Wealth Management Group, LLC
Avenue 1 Advisors, LLC
New Age Alpha Advisors, LLC
Sierra Ocean, Llc
Rs Crum Inc.
Atria Investments Llc
Charles Schwab Investment Management Inc
Diversified Trust Co
Sagace Wealth Management LLC
Prosperity Consulting Group, LLC
Nicolet Advisory Services, Llc
Cherrydale Wealth Management, Llc
New Millennium Group LLC
Seacrest Wealth Management, Llc
First Horizon Advisors, Inc.
TFC Financial Management
Godsey & Gibb Associates
Holistic Planning, LLC
Zrc Wealth Management, Llc
Cherry Tree Wealth Management, LLC
Diversify Advisory Services, LLC
SFG Wealth Management, LLC.
Beacon Pointe Advisors, LLC
Colonial Trust Co / SC
ERn Financial, LLC
TPG Financial Advisors, LLC
Vawter Financial, Ltd.
Quadrant Private Wealth Management, LLC
Richmond Investment Services, LLC
Ritholtz Wealth Management
Piscataqua Savings Bank
Harbor Investment Advisory, Llc
Ewa, Llc
Marion Wealth Management
Bangor Savings Bank
Arcadia Investment Advisors Llc
Sigma Planning Corp
Leeward Financial Partners, LLC
Pnc Financial Services Group, Inc.
Exencial Wealth Advisors, Llc
Fifth Third Bancorp
Investment Advisory Group, LLC
Lee Danner & Bass Inc
Integrity Financial Corp /WA
Avidian Wealth Solutions, LLC
Operose Advisors LLC
Winthrop Capital Management, LLC
Rockbridge Investment Management, LCC
Plancorp, LLC
Armstrong Advisory Group, Inc
Equitable Holdings, Inc.
Envestnet Asset Management Inc
McNamara Financial Services, Inc.
Clearwater Capital Advisors, LLC
Garden State Investment Advisory Services LLC
Praetorian Wealth Management, Inc.
Sandy Spring Bank
Prudential Financial Inc
HB Wealth Management, LLC
Tiaa Trust, National Association
Fermata Advisors, LLC
Edge Financial Advisors LLC
Alexander Labrunerie & Co., Inc.
Finward Bancorp
Goepper Burkhardt LLC
Royal Bank Of Canada
Aspen Grove Capital, LLC
Black Diamond Financial, LLC
Dopkins Wealth Management, Llc
Rockefeller Capital Management L.P.
Brandywine Oak Private Wealth Llc
Private Advisor Group, LLC
Hoge Financial Services, Llc
Mayfair Advisory Group, LLC
Garrett Investment Advisors LLC
Marcum Wealth, LLC
Argentarii, LLC
Prospera Financial Services Inc
Morton Brown Family Wealth, LLC
PFG Investments, LLC
Principle Wealth Partners Llc
Summit Financial, LLC
Creative Financial Designs Inc /adv
Arvest Investments, Inc.
Infinity Wealth Counsel, LLC
GEN Financial Management, INC.
Essex Financial Services, Inc.
Sherman Asset Management, Inc.
Wealthspire Advisors, LLC
Ancora Advisors, LLC
Foundations Investment Advisors, LLC
F/M Investments LLC
Advisor Group Holdings, Inc.
Evergreen Wealth Management, LLC
Fortis Group Advisors, LLC
Atomi Financial Group, Inc.
Pathstone Holdings, LLC
Prudent Man Investment Management, Inc.
Fusion Capital, LLC
Keeler & Nadler Financial Planning & Wealth Management
Acropolis Investment Management, LLC
Hallmark Capital Management Inc
JMG Financial Group, Ltd.
Net Worth Advisory Group
Strategic Wealth Partners, Ltd.
Change Path, LLC
Tennessee Valley Asset Management Partners
International Assets Investment Management, Llc
Ccg Wealth Management, Llc
Sound View Wealth Advisors Group, LLC
Thoroughbred Financial Services, Llc
CVA Family Office, LLC
Assetmark, Inc
Meridian Wealth Management, LLC
Legacy Capital Wealth Partners, LLC
National Bank Of Canada /fi/
Milestone Investment Advisors LLC
D.a. Davidson & Co.
Country Trust Bank
WPG Advisers, LLC
Hartland & Co., LLC
Vision Capital Management, Inc.
Hilltop National Bank
Atlantic Family Wealth, Llc
EverSource Wealth Advisors, LLC
LexAurum Advisors, LLC
Sound Income Strategies, LLC
Mml Investors Services, Llc
Gwn Securities Inc.
ROSS\JOHNSON & Associates LLC
Wesbanco Bank Inc
Glassman Wealth Services
Wheelhouse Advisory Group LLC
Montag A & Associates Inc
Davis Investment Partners, LLC
Kennicott Capital Management Llc
Wagner Wealth Management, Llc
TFB Advisors LLC
Amplius Wealth Advisors, LLC
Axxcess Wealth Management, Llc
Caldwell Securities, Inc
Brookstone Capital Management
Mosaic Family Wealth Partners, Llc
Prospect Financial Services LLC
Nbc Securities, Inc.
Stephenson National Bank & Trust
McClarren Financial Advisors, Inc.
Moisand Fitzgerald Tamayo, LLC
GSB Wealth Management, LLC
Aire Advisors, Llc
Davis Capital Management
Compass Capital Corp /ma/ /adv
Custom Index Systems, Llc
Advisory Alpha, LLC
Smithbridge Asset Management Inc/de
Mercer Global Advisors Inc /adv
Cardinal Strategic Wealth Guidance
Guardian Wealth Advisors, Llc / Nc
Carl P. Sherr & Co., LLC
Probity Advisors, Inc.
Christopher J. Hasenberg, Inc
Winch Advisory Services, LLC
Evanson Asset Management, LLC
Bank of Jackson Hole Trust
Arkadios Wealth Advisors
Holderness Investments Co
Lindbrook Capital, Llc
Cooksen Wealth, LLC
Golden State Wealth Management, LLC
Moneta Group Investment Advisors Llc
Old National Bancorp /in/
Brian Low Financial Group, Llc
Capital Investment Advisory Services, LLC
Mutual Advisors, LLC
Qube Research & Technologies Ltd
McAdam, LLC
Modera Wealth Management, LLC
World Equity Group, Inc.
InTrack Investment Management Inc
Cahill Financial Advisors Inc
G2 Capital Management, Llc / Oh
Stephens Consulting, LLC
McIlrath & Eck, LLC
Atlantic Trust, LLC
Cohen Klingenstein LLC
SBI Securities Co., Ltd.
Murphy, Middleton, Hinkle & Parker, Inc.
Thrive Capital Management, LLC
Kentucky Trust Co
Headinvest, Llc
Round Rock Advisors, LLC
Goldman Sachs Group Inc
American Financial Advisors, LLC
Sovran Advisors, LLC
Provenance Wealth Advisors, LLC
Ascent Group, LLC
Steel Peak Wealth Management LLC
Iron Horse Wealth Management, LLC
Fiduciary Alliance LLC
BTC Capital Management, Inc.
IHT Wealth Management, LLC
Planning Directions Inc
First Pacific Financial
Paces Ferry Wealth Advisors, Llc
Financial Management Professionals, Inc.
Trust Co
KPP Advisory Services LLC
O'shaughnessy Asset Management, Llc
Solutions 4 Wealth, Ltd
Phillips Financial Management, Llc
U.S. Capital Wealth Advisors, LLC
Cetera Investment Advisers
Golden State Equity Partners
Huntington National Bank
CIBC Private Wealth Group, LLC
Rossby Financial, LCC
Axim Planning & Wealth
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Park Place Capital Corp
Integral Investment Advisors, Inc.
Wealth Alliance
Hazlett, Burt & Watson, Inc.
First Heartland Consultants, Inc.
Wells Financial Advisors INC
Minot DeBlois Advisors LLC
Old Point Trust & Financial Services N A
Verity Asset Management, Inc.
EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares
Fingerlakes Wealth Management, Inc.
Fidelis Capital Partners, LLC
Connecticut Wealth Management, LLC
Accretive Wealth Partners, LLC
Quent Capital, LLC
Gilliland Jeter Wealth Management LLC
Blackston Financial Advisory Group, LLC
Raleigh Capital Management Inc.
Martin Worley Group
Canvas Wealth Advisors, LLC
Jfs Wealth Advisors, Llc
Farmers & Merchants Trust Co of Chambersburg PA
Tandem Financial, LLC
Acorn Financial Advisory Services Inc /adv
Breakwater Investment Management
CoreCap Advisors, LLC
SOL Capital Management CO
Quest 10 Wealth Builders, Inc.
Apollon Wealth Management, LLC
Transatlantique Private Wealth Llc
BKM Wealth Management, LLC
Valued Wealth Advisors LLC
Emerald Investment Partners, Llc
Savvy Advisors, Inc.
Heritage Wealth Advisors
SPC Financial, Inc.
Jentner Corp
Strategic Financial Partners, Ltd.
Magnus Financial Group LLC
REDW Wealth LLC
Summit Financial Strategies, Inc.
InvesTrust
Heritage Wealth Management, Inc. /CA/
J Hagan Capital, Inc.
Concurrent Investment Advisors, LLC
LongView Wealth Management
Colony Group, LLC
Financial Engines Advisors L.L.C.
Mission Wealth Management, Lp
Townsend Asset Management Corp /nc/ /adv
Sequoia Financial Advisors, LLC
Cape Investment Advisory, Inc.
Richard P Slaughter Associates Inc
Cassaday & Co Wealth Management LLC
MWA Asset Management
Benjamin Edwards Inc
Register Financial Advisors LLC
Asset Allocation Strategies LLC
Tactive Advisors, LLC
Quadrant Capital Group Llc
Sigma Investment Counselors Inc
Grimes & Company, Inc.
Umb Bank N A/mo
Global Retirement Partners, LLC
MEMBERS Trust Co
City Holding Co
Betterment LLC
Bartlett & Co. Wealth Management Llc
Bishop & Co Investment Management, LLC
Anchor Pointe Wealth Management, LLC
Ameriprise Financial Inc
National Asset Management, Inc.
Transamerica Financial Advisors, Inc.
McGuire Investment Group, LLC
North Star Investment Management Corp.
Mesirow Financial Investment Management, Inc.
Essential Planning, LLC.
Zions Bancorporation, National Association /ut/
Battery Global Advisors, LLC
Stewardship Advisors, LLC
Empower Advisory Group, LLC
Forefront Wealth Partners, LLC
SC&H Financial Advisors, Inc.
Northern Oak Wealth Management Inc
Legacy Bridge, LLC
Us Bancorp \de\
Envestnet Portfolio Solutions, Inc.
First Financial Corp /in/
Vident Advisory, LLC
Ieq Capital, Llc
Royal Fund Management, LLC
Lodestar Private Asset Management Llc
Ackerman Capital Advisors, LLC
BIP Wealth, LLC
EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares
Meritage Portfolio Management
Safeguard Financial, LLC
Catalytic Wealth RIA, LLC
Northwestern Mutual Wealth Management Co
Thrive Wealth Management, LLC
AlphaCore Capital LLC
Passive Capital Management, LLC.
Mechanics Bank Trust Department
Albion Financial Group /ut
United Advisor Group, LLC
Jacobsen Capital Management
American Financial & Tax Strategies Inc
Northern Lights Fund Trust - Ocean Park Domestic ETF
Wells Fargo & Company/mn
Continuum Advisory, LLC
ICONIQ Capital, LLC
Addison Advisors LLC
Northstar Asset Management Llc
Apeiron RIA LLC
Harbor Asset Planning, Inc.
Financial Insights, Inc.
PFSMX - Northern Lights Fund Trust - RiskPro® PFG 30+ Fund Class R
Precision Wealth Strategies, LLC
Dravo Bay Llc
VSM Wealth Advisory, LLC
Stanich Group LLC
Sapient Capital Llc
Oppenheimer & Co Inc
Klingman & Associates, LLC
Td Private Client Wealth Llc
Cornerstone Management, Inc.
North Ridge Wealth Advisors, Inc.
Running Point Capital Advisors, LLC
Creekmur Asset Management LLC
Rebalance, Llc
Wealth Preservation Advisors, LLC
Segment Wealth Management, LLC
Regent Peak Wealth Advisors LLC
Trust Co Of Toledo Na /oh/
CI Private Wealth, LLC
Signature Estate & Investment Advisors Llc
Richards, Merrill & Peterson, Inc.
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Blair William & Co/il
Fmr Llc
Gallagher Fiduciary Advisors, LLC
CBIZ Investment Advisory Services, LLC
Pensionmark Financial Group, Llc
Rothschild Investment Llc
River Wealth Advisors LLC
Ashton Thomas Private Wealth, LLC
Financial Advisory Service, Inc.
Other Listings
MX:VBK
GB:0LOE
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista