αAlphaSMO

Institutions Holding AVIG (177 holders)

177 institutions currently hold AVIG, ranked below by position value.

View full stock page for AVIG

Key HoldersTotal ValueAvg Weight
AE Wealth Management LLC$271.5M1.47%
MORGAN STANLEY$95.4M0.01%
ENVESTNET ASSET MANAGEMENT INC$78.1M0.02%
Verus Financial Partners, Inc.$63.8M5.73%
Janney Montgomery Scott LLC$56.6M0.14%
Simplicity Wealth,LLC$50.4M2.85%
LPL Financial LLC$41.4M0.01%
GREAT VALLEY ADVISOR GROUP, INC.$40.4M0.73%
REGATTA CAPITAL GROUP, LLC$33.2M5.03%
AMERICAN CENTURY COMPANIES INC$32.5M0.02%
Echo Wealth Management, LLC$32.2M18.54%
BCR Wealth Strategies, LLC$32.1M10.07%
Hill Investment Group Partners, LLC$30.8M3.40%
Pacific Life Fund Advisors LLC$29.3M3.37%
PARK AVENUE SECURITIES LLC$26.3M0.21%
Allegiance Financial Group Advisory Services LLC$24.7M4.91%
Highland Financial Advisors, LLC$23.5M6.20%
Centennial Wealth Advisory LLC$23.0M5.56%
RAYMOND JAMES FINANCIAL INC$21.2M0.01%
ROYAL BANK OF CANADA$21.1M0.00%
LexAurum Advisors, LLC$20.7M2.68%
Creative Planning$20.4M0.01%
TRUIST FINANCIAL CORP$16.9M0.02%
Allodium Investment Consultants, LLC$14.7M7.02%
GOLDMAN SACHS GROUP INC$13.8M0.00%
Align Financial, LLC$13.8M7.82%
Ferguson Johnson Wealth Management Inc$11.3M9.16%
Networth Advisors, LLC$11.0M7.80%
Cresset Asset Management, LLC$10.8M0.05%
Corient Private Wealth LLC$9.6M0.01%
Cogent Private Wealth, Inc.$9.6M6.92%
Allworth Financial LP$9.5M0.04%
Kestra Investment Management, LLC$9.4M0.16%
&PARTNERS$9.2M0.05%
COMMONWEALTH EQUITY SERVICES, LLC$9.0M0.01%
Pacific Asset Management, LLC$7.8M4.34%
WELLS FARGO & COMPANY/MN$7.7M0.00%
Trajan Wealth LLC$7.7M0.32%
Mariner, LLC$7.6M0.01%
Wealth Alliance Advisory Group, LLC$7.6M1.20%
Herold Advisors, Inc.$7.2M1.59%
EJMK Ventures LLC$6.8M3.82%
MML INVESTORS SERVICES, LLC$6.4M0.02%
Financial Plan, Inc.$6.3M0.67%
Plancorp, LLC$6.2M0.18%
MATTERN CAPITAL MANAGEMENT, LLC$6.1M0.73%
B&D White Capital Company, LLC$5.8M0.72%
CoreCap Advisors, LLC$5.5M0.19%
Buck Wealth Strategies, LLC$5.4M0.67%
ENDEAVOR PRIVATE WEALTH, INC.$5.4M1.54%
Dogwood Wealth Management LLC$5.2M2.25%
Mattern Wealth Management LLC$4.7M0.92%
CWM, LLC$4.5M0.01%
Arax Advisory Partners$4.4M0.13%
Werba Rubin Papier Wealth Management$4.3M0.60%
Quantum Financial Advisors, LLC$4.2M0.47%
Kestra Advisory Services, LLC$4.2M0.02%
Cambridge Investment Research Advisors, Inc.$4.2M0.01%
McCartney Wealth Management LLC$4.1M3.48%
Arcadia Wealth Management, Inc.$3.9M2.11%
PLANWISER FINANCIAL, LLC$3.7M2.69%
Independent Advisor Alliance$3.6M0.04%
SC&H Financial Advisors, Inc.$3.6M0.55%
Wheels Up Wealth, Inc.$3.2M3.04%
Vestmark Advisory Solutions, Inc.$3.2M0.04%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$2.9M0.99%
AQR CAPITAL MANAGEMENT LLC$2.9M0.00%
IHT Wealth Management, LLC$2.8M0.07%
SILVER OAK SECURITIES, INCORPORATED$2.8M0.20%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.8M0.00%
Index Fund Advisors, Inc.$2.7M0.12%
TOUNJIAN ADVISORY PARTNERS, LLC$2.6M0.93%
Approach Retirement Advisors, LLC$2.5M2.08%
marrick wealth, LLC$2.4M2.03%
WCG Wealth Advisors LLC$2.3M0.06%
Dynamic Advisor Solutions LLC$2.2M0.07%
Focus Partners Advisor Solutions, LLC$2.1M0.02%
BANNERMAN WEALTH MANAGEMENT GROUP, LLC$1.9M1.31%
Truepoint, Inc.$1.7M0.04%
Clarity Asset Management, Inc.$1.7M0.85%
GTS SECURITIES LLC$1.7M0.06%
L.K. Benson & Company, P.C.$1.6M0.53%
WMG Financial Advisors, LLC$1.5M0.63%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$1.5M0.25%
Life Planning Partners, Inc$1.3M1.02%
Orion Capital Management LLC$1.2M0.43%
Leading Edge Financial Planning LLC$1.2M0.26%
FLOW TRADERS U.S. LLC$1.2M0.04%
NORTHWEST WEALTH MANAGEMENT, LLC$1.2M0.18%
Apella Capital, LLC$1.2M0.02%
JANE STREET GROUP, LLC$1.2M0.00%
Visionary Wealth Advisors$1.1M0.05%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$1.1M0.23%
GRAND WEALTH MANAGEMENT, LLC$1.1M0.51%
Certified Advisory Corp$1.1M0.09%
Tillman Hartley LLC$1.0M0.25%
JPMORGAN CHASE & CO$986.2K0.00%
DIVERSIFY WEALTH MANAGEMENT, LLC$984.2K0.02%
Focus Partners Wealth$939.9K0.00%
Betterment LLC$901.0K0.00%
QUARRY HILL ADVISORS, LLC$897.1K0.37%
Eaton-Cambridge Inc.$870.8K0.27%
SECURED RETIREMENT ADVISORS, LLC$866.3K0.49%
U.S. Capital Wealth Advisors, LLC$864.7K0.02%
ACTION POINT FINANCIAL PLANNING, LLC$854.6K0.76%
FIFTH THIRD BANCORP$829.1K0.00%
JONES FINANCIAL COMPANIES LLLP$787.1K0.00%
3 FACTOR INDEXING, LLC$767.5K0.72%
Goldstone Financial Group, LLC$687.5K0.07%
Visionary Horizons, LLC$654.7K0.32%
Wealth Management Nebraska$642.6K0.07%
Elevated Capital Advisors, LLC$599.1K0.15%
ATLas Financial Planning LLC$562.1K0.50%
Jacobi Capital Management LLC$548.8K0.03%
CreativeOne Wealth, LLC$545.4K0.01%
Morey & Quinn Wealth Partners, LLC$529.0K0.38%
Bank of New Hampshire$517.0K0.12%
Beaird Harris Wealth Management, LLC$492.9K0.03%
CITADEL ADVISORS LLC$488.3K0.00%
AMERIPRISE FINANCIAL INC$452.8K0.00%
JDM Financial Group LLC$442.7K0.17%
Triad Wealth Partners, LLC$420.8K0.03%
Accredited Investors Inc.$413.1K0.02%
OneDigital Investment Advisors LLC$398.6K0.00%
Merit Financial Group, LLC$397.1K0.00%
Foundations Investment Advisors, LLC$389.1K0.00%
Great Point Wealth Advisors, LLC$384.9K0.07%
NATIONAL BANK OF CANADA /FI/$375.5K0.00%
Oceanside Advisors LLC$362.0K0.21%
WealthPlan Investment Management, LLC$337.4K0.02%
Mutual Advisors, LLC$334.1K0.01%
KEB ASSET MANAGEMENT, LLC$320.8K0.06%
OSAIC HOLDINGS, INC.$318.8K0.00%
Beverly Hills Private Wealth, LLC$313.9K0.05%
Trailhead Planners LLC$309.0K0.30%
WINEBRENNER CAPITAL MANAGEMENT LLC$284.8K0.18%
ATWOOD & PALMER INC$275.6K0.02%
MORRIS FINANCIAL CONCEPTS, INC.$272.7K0.09%
Beacon Pointe Advisors, LLC$270.3K0.00%
Baird Financial Group, Inc.$262.9K0.00%
Beacon Capital Management, LLC$260.9K0.05%
Freedom Financial Partners LLC$258.0K0.09%
Ares Financial Consulting, LLC$257.9K0.20%
Kingsview Wealth Management, LLC$253.1K0.00%
FSA Advisors, Inc.$249.9K0.16%
Quantinno Capital Management LP$235.3K0.00%
55 North Private Wealth, LLC$235.3K0.06%
FIRST AMERICAN TRUST, FSB$228.1K0.02%
CARDIFF PARK ADVISORS, LLC$190.9K0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$146.9K0.00%