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Institutions Holding AVLC (88 holders)

88 institutions currently hold AVLC, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
Oak Root LLC$182.4M22.24%
Hills Bank & Trust Co$92.2M4.46%
Pacific Life Fund Advisors LLC$62.1M7.13%
Beaird Harris Wealth Management, LLC$57.8M3.93%
ENVESTNET ASSET MANAGEMENT INC$48.8M0.01%
Cypress Point Wealth Management, LLC$38.6M8.31%
Ridgeline Wealth, LLC$34.9M24.98%
LPL Financial LLC$34.6M0.01%
GRIMES & Co WEALTH MANAGEMENT, LLC$34.4M0.95%
PARK AVENUE SECURITIES LLC$33.0M0.26%
Simplicity Wealth,LLC$28.8M1.63%
JPMORGAN CHASE & CO$27.3M0.00%
Well Done, LLC$26.3M3.87%
Allworth Financial LP$19.6M0.08%
Networth Advisors, LLC$18.8M13.30%
OneDigital Investment Advisors LLC$17.5M0.17%
Global Strategic Investment Solutions, LLC$17.0M1.65%
Buttonwood Financial Group, LLC$13.7M8.40%
AE Wealth Management LLC$11.7M0.06%
Prosperity Planning, Inc.$11.1M2.82%
Strategic Blueprint, LLC$11.0M0.64%
ARCADIA INVESTMENT ADVISORS LLC$11.0M5.21%
Cresset Asset Management, LLC$10.9M0.05%
HighTower Advisors, LLC$10.5M0.01%
Western Reserve Capital Management, LLC$10.2M8.35%
Visionary Wealth Advisors$9.4M0.42%
Dogwood Wealth Management LLC$9.0M3.90%
Haven Private, LLC$7.4M3.24%
Mendota Financial Group, LLC$7.2M5.32%
UPTICK PARTNERS, LLC$7.1M1.41%
ShankerValleau Wealth Advisors, Inc.$7.0M1.98%
Herold Advisors, Inc.$7.0M1.54%
Canvas Wealth Advisors, LLC$6.8M1.15%
MERCER GLOBAL ADVISORS INC /ADV$6.5M0.01%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$6.5M1.35%
MML INVESTORS SERVICES, LLC$6.5M0.02%
CoreCap Advisors, LLC$6.3M0.22%
Private Wealth Asset Management, LLC$4.3M0.46%
COMMONWEALTH EQUITY SERVICES, LLC$3.8M0.01%
Waterfront Wealth Inc.$3.5M0.63%
Plancorp, LLC$2.9M0.08%
ENDEAVOR PRIVATE WEALTH, INC.$2.6M0.75%
GOLDMAN SACHS GROUP INC$2.5M0.00%
WCG Wealth Advisors LLC$2.4M0.07%
Rockefeller Capital Management L.P.$2.3M0.00%
SEEDS INVESTOR LLC$1.9M0.26%
Chicago Partners Investment Group LLC$1.7M0.04%
Armbruster Capital Management, Inc.$1.6M0.27%
BFI Wealth Solutions, LLC$1.6M1.52%
Vestmark Advisory Solutions, Inc.$1.5M0.02%
World Investment Advisors$1.5M0.02%
Kestra Advisory Services, LLC$1.4M0.01%
COMMERCE BANK$1.4M0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3M0.00%
MAI Capital Management$1.2M0.01%
LEGACY FINANCIAL GROUP, INC.$1.2M0.32%
Betterment LLC$1.1M0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$925.5K0.00%
DIXON FNANCIAL SERVICES, INC.$925.4K0.42%
JANE STREET GROUP, LLC$809.2K0.00%
Bison Wealth, LLC$801.1K0.08%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$668.9K0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$603.0K0.00%
Corient Private Wealth LLC$555.6K0.00%
Farther Finance Advisors, LLC$496.9K0.00%
Cambridge Investment Research Advisors, Inc.$433.0K0.00%
Allegiance Financial Group Advisory Services LLC$431.5K0.09%
CITADEL ADVISORS LLC$381.6K0.00%
Pacific Asset Management, LLC$359.4K0.20%
GREAT VALLEY ADVISOR GROUP, INC.$308.0K0.01%
MONTAG A & ASSOCIATES INC$295.1K0.01%
Private Advisor Group, LLC$272.6K0.00%
MOSAIC FAMILY WEALTH PARTNERS, LLC$254.1K0.03%
KMG FIDUCIARY PARTNERS, LLC$236.8K0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC$236.2K0.00%
Team Financial Group, LLC$234.4K0.11%
Compound Planning, Inc.$213.1K0.01%
Acropolis Investment Management, LLC$166.0K0.01%
Burk Holdings LLC$148.7K0.06%
Lloyd Advisory Services, LLC.$81.7K0.02%
Kingdom Financial Group LLC.$81.7K0.02%
Nemes Rush Group LLC$63.8K0.01%
Rossby Financial, LCC$33.4K0.01%
Asset Dedication, LLC$30.9K0.00%
Strategic Wealth Partners, Ltd.$7.4K0.00%
McIlrath & Eck, LLC$6.0K0.00%
Activest Wealth Management$5.9K0.00%
REAP Financial Group, LLC$2.8K0.00%