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ASE Technology Holding (ASX)

CUSIP: 00215W100 | US | Technology · Semiconductors | Large Cap | 936 institutional holders

Quarters

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

Creative Planning2,067,039
0.1% of portfolio›$91.9M
Citigroup Inc1,851,049
0.0% of portfolio›$82.3M
Dimensional Fund Advisors LP1,710,353
0.0% of portfolio›$76.0M
Carrhae Capital LLP1,464,677
2.1% of portfolio›$65.1M
MacKenzie Financial Corp921,352
0.0% of portfolio›$41.0M
Ninety One UK Ltd688,777
0.1% of portfolio›$30.6M
TT International Asset Management LTD609,659
3.0% of portfolio›$27.1M
Ninety One North America, Inc.498,331
1.0% of portfolio›$22.2M
Ethic Inc.412,326
0.2% of portfolio›$18.3M
Quadrant Capital Group LLC376,342
0.5% of portfolio›$17.9M
Mirae Asset Global Investments Co., Ltd.347,758
0.0% of portfolio›$15.5M
Larson Financial Group LLC295,838
0.3% of portfolio›$13.2M
Moran Wealth Management, LLC293,376
0.4% of portfolio›$13.0M
Dilation Capital Management LP280,158
6.2% of portfolio›$12.5M
ABN Amro Investment Solutions239,851
0.1% of portfolio›$10.7M
Y-Intercept (Hong Kong) Ltd232,776
0.2% of portfolio›$10.3M
Gunderson Capital Management LLC209,276
2.6% of portfolio›$9.3M
Oppenheimer Asset Management Inc.185,639
0.1% of portfolio›$8.3M
Candriam S.C.A.181,060
0.0% of portfolio›$8.1M
Raiffeisen Bank International AG169,100
0.1% of portfolio›$7.7M
Banque Pictet & CIE SA146,561
0.0% of portfolio›$6.5M
NLB Skladi, upravljanje premozenja, d.o.o.144,484
0.2% of portfolio›$6.4M
B. Metzler seel. Sohn & Co. AG122,158
0.0% of portfolio›$5.4M
Profund Advisors LLC118,692
0.2% of portfolio›$5.3M
VMS Asset Management Limited114,667
1.9% of portfolio›$5.1M
Union Bancaire Privee, UBP SA114,667
0.0% of portfolio›$4.3M
Vise Technologies, Inc.106,395
0.0% of portfolio›$4.7M
Legacy Wealth Asset Management, LLC106,351
1.0% of portfolio›$4.7M
China Universal Asset Management Co., Ltd.102,500
0.2% of portfolio›$4.6M
Blue Jean Financial LLC93,737
2.6% of portfolio›$4.2M
Signaturefd, LLC92,879
0.1% of portfolio›$4.1M
Crossmark Global Holdings, Inc.91,528
0.1% of portfolio›$4.1M
Bank Pictet & Cie (Europe) AG82,020
0.1% of portfolio›$3.6M
Henshaw Capital LLC65,376
0.1% of portfolio›$2.9M
Blue Trust, Inc.58,696
0.0% of portfolio›$2.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management58,296
0.0% of portfolio›$2.6M
Vontobel Holding Ltd.54,246
0.0% of portfolio›$2.4M
Aubrey Capital Management Ltd54,000
2.1% of portfolio›$2.4M
Diversify Advisory Services, LLC48,703
0.0% of portfolio›$2.0M
Diversify Wealth Management, LLC48,703
0.0% of portfolio›$2.0M
Boston Common Asset Management, LLC46,783
0.1% of portfolio›$2.1M
Frank, Rimerman Advisors LLC46,298
0.1% of portfolio›$2.1M
Tower View Wealth Management LLC44,646
0.9% of portfolio›$2.0M
Allspring Global Investments Holdings, LLC44,419
0.0% of portfolio›$2.0M
Tuttle Capital Management, LLC42,648
0.9% of portfolio›$2.0M
PDS Planning, Inc40,864
0.1% of portfolio›$1.8M
Parallel Advisors, LLC40,504
0.0% of portfolio›$1.8M
Truist Financial Corp40,456
0.0% of portfolio›$1.8M
Aaron Wealth Advisors LLC40,188
0.1% of portfolio›$1.8M
Kathmere Capital Management, LLC39,168
0.1% of portfolio›$1.7M
LVW Advisors, LLC38,458
0.1% of portfolio›$1.7M
Abacus Wealth Partners, LLC38,432
0.2% of portfolio›$1.7M
First Affirmative Financial Network36,960
0.4% of portfolio›$1.6M
Commonwealth Equity Services, LLC35,494
0.0% of portfolio›$1.6M
Atria Investments, Inc33,451
0.0% of portfolio›$1.5M
Regions Financial Corp31,654
0.0% of portfolio›$1.4M
Evergreen Capital Management LLC29,891
0.0% of portfolio›$1.3M
Nilsine Partners, LLC29,534
0.1% of portfolio›$1.3M
HB Wealth Management, LLC29,087
0.0% of portfolio›$1.3M
Gamma Investing LLC29,019
0.0% of portfolio›$1.3M
OpenArc Corporate Advisory, LLC26,573
0.0% of portfolio›$1.2M
Caitong International Asset Management Co., Ltd25,954
0.1% of portfolio›$1.2M
Ascent Group, LLC25,175
0.0% of portfolio›$1.1M
Park Avenue Securities LLC24,574
0.0% of portfolio›$1.1M
Brighton Jones LLC22,791
0.0% of portfolio›$1.0M
Xponance LLC21,041
0.0% of portfolio›$935.5K
Concurrent Investment Advisors, LLC20,898
0.0% of portfolio›$929.1K
Wealth Enhancement Advisory Services, LLC19,523
0.0% of portfolio›$883.6K
Greenspring Advisors, LLC18,668
0.0% of portfolio›$830.0K
Aprio Wealth Management, LLC18,365
0.0% of portfolio›$816.5K
Mitchell & Pahl Private Wealth, LLC18,080
0.3% of portfolio›$803.8K
Confluence Investment Management LLC17,363
0.0% of portfolio›$772.0K
EverSource Wealth Advisors, LLC17,033
0.0% of portfolio›$757.3K
Foster Group, Inc.16,980
0.0% of portfolio›$754.9K
Fortitude Advisory Group L.L.C.16,556
0.3% of portfolio›$736.1K
Farther Finance Advisors, LLC16,452
0.0% of portfolio›$731.5K
Dynamic Advisor Solutions LLC16,404
0.0% of portfolio›$729.3K
Greenleaf Trust16,140
0.0% of portfolio›$717.6K
Independent Financial Group, LLC15,832
0.0% of portfolio›$703.9K
Vest Financial, LLC15,622
0.0% of portfolio›$694.6K
MW Advisory, LLC15,071
0.3% of portfolio›$670.1K
FNY Investment Advisers, LLC15,000
0.6% of portfolio›$666.0K
Snider Financial Group15,000
0.2% of portfolio›$666.9K
Crestwood Advisors Group, LLC14,999
0.0% of portfolio›$666.9K
Perigon Wealth Management, LLC14,926
0.0% of portfolio›$663.6K
May Hill Capital, LLC14,193
0.1% of portfolio›$631.0K
Apollon Wealth Management, LLC14,040
0.0% of portfolio›$624.2K
Cambridge Investment Research Advisors, Inc.13,839
0.0% of portfolio›$615.0K
Henry James International Management Inc.13,682
0.2% of portfolio›$608.3K
Assetmark, Inc13,418
0.0% of portfolio›$596.6K
SmartHarvest Portfolios, LLC13,189
0.2% of portfolio›$586.4K
Kestra Advisory Services, LLC12,916
0.0% of portfolio›$574.3K
Summit Global Investments12,712
0.1% of portfolio›$565.0K
Canopy Partners, LLC12,669
0.2% of portfolio›$563.3K
Valeo Financial Advisors, LLC12,242
0.0% of portfolio›$544.3K
HUB Investment Partners, LLC12,054
0.0% of portfolio›$535.9K
Resonant Capital Advisors, LLC11,968
0.0% of portfolio›$532.1K
Burns Matteson Capital Management, LLC11,074
0.2% of portfolio›$492.4K
Pinnacle Wealth Planning Services, Inc.10,539
0.0% of portfolio›$468.6K
Mizuho Securities Co. Ltd.10,259
11.5% of portfolio›$456.1K
Mondrian Investment Partners LTD9,929
0.0% of portfolio›$441.4K
D'Orazio & Associates, Inc.9,795
0.0% of portfolio›$435.5K
MGO One Seven LLC9,659
0.0% of portfolio›$429.4K
Sumitomo Mitsui Trust Group, Inc.9,354
0.0% of portfolio›$415.9K
Generali Investments CEE, investicni spolecnost, a.s.9,000
0.0% of portfolio›$406.1K
Capital Management Associates, Inc9,000
0.1% of portfolio›$400.1K
TD Private Client Wealth LLC8,972
0.0% of portfolio›$398.9K
180 Wealth Advisors, LLC8,962
0.0% of portfolio›$398.5K
Quadrant Private Wealth Management, LLC8,953
0.1% of portfolio›$398.1K
Lido Advisors, LLC8,807
0.0% of portfolio›$391.6K
Enterprise Financial Services Corp8,559
0.2% of portfolio›$380.5K
Choreo, LLC8,136
0.0% of portfolio›$361.7K
Leo Wealth, LLC8,118
0.1% of portfolio›$360.9K
Verdence Capital Advisors LLC7,919
0.0% of portfolio›$352.1K
Hamilton Capital, LLC7,463
0.0% of portfolio›$331.8K
Nolet Wealth Management, LLC7,343
0.2% of portfolio›$326.5K
Sage Rhino Capital LLC7,300
0.1% of portfolio›$324.6K
Arista Wealth Management, LLC7,096
0.0% of portfolio›$315.5K
Angeles Wealth Management, LLC7,070
0.0% of portfolio›$314.3K
Trek Financial, LLC7,052
0.0% of portfolio›$313.5K
Piedmont Capital Management, LLC7,016
0.2% of portfolio›$311.9K
BIP Wealth, LLC7,002
0.0% of portfolio›$311.3K
VestGen Advisors, LLC6,964
0.0% of portfolio›$309.6K
Sagespring Wealth Partners, LLC6,695
0.0% of portfolio›$297.7K
Oppenheimer & Co Inc6,608
0.0% of portfolio›$293.8K
Prime Capital Investment Advisors, LLC6,537
0.0% of portfolio›$290.6K
Symmetry Partners, LLC6,380
0.0% of portfolio›$283.7K
Heck Capital Advisors, LLC6,174
0.0% of portfolio›$274.5K
Integrity Alliance, Llc.6,028
0.0% of portfolio›$268.0K
Sulzberger Capital Advisors, Inc.6,000
0.3% of portfolio›$266.8K
Park Capital Management, LLC / WI5,987
0.1% of portfolio›$266.2K
Diversified Enterprises, LLC5,732
0.0% of portfolio›$254.8K
Riversedge Advisors, LLC5,708
0.0% of portfolio›$253.8K
Comprehensive Financial Planning, Inc.5,627
0.1% of portfolio›$250.2K
Commonwealth Financial Services, LLC5,586
0.0% of portfolio›$248.4K
Interchange Capital Partners, LLC5,398
0.0% of portfolio›$239.6K
Clear Wave Wealth Management LLC5,391
0.0% of portfolio›$239.7K
Allen Capital Group, LLC5,326
0.0% of portfolio›$236.8K
Meridian Wealth Management, LLC5,076
0.0% of portfolio›$225.7K
Athena Wealth Management, LLC5,074
0.2% of portfolio›$225.6K
First Citizens Bank & Trust Co4,935
0.0% of portfolio›$219.4K
Jm2 Capital Inc.4,868
0.1% of portfolio›$216.4K
Echo45 Advisors LLC4,776
0.1% of portfolio›$212.3K
IPG Investment Advisors LLC4,750
0.0% of portfolio›$211.2K
Tanager Wealth Management LLP4,577
0.0% of portfolio›$203.5K
Laurel OAK Wealth Management, LLC4,570
0.0% of portfolio›$203.2K
TD Waterhouse Canada Inc.4,535
0.0% of portfolio›$202.8K
Keybank National Association4,508
0.0% of portfolio›$200.4K
Meyer Handelman Co4,500
0.0% of portfolio›$200.1K
Grove Bank & Trust4,301
0.0% of portfolio›$191.2K
Ascentis Independent Advisors4,272
0.0% of portfolio›$189.9K
Rakuten Securities, Inc.4,235
0.1% of portfolio›$188.3K
SBI Securities Co., Ltd.3,776
0.0% of portfolio›$167.9K
Mather Group, Llc.3,236
0.0% of portfolio›$143.9K
Nisa Investment Advisors, LLC2,492
0.0% of portfolio›$110.8K
Inspire Investing, LLC2,475
0.0% of portfolio›$110.0K
Bell Investment Advisors, Inc2,391
0.0% of portfolio›$106.3K
Eastern Bank2,339
0.0% of portfolio›$104.0K
V-Square Quantitative Management LLC2,222
0.0% of portfolio›$98.8K
JFS Wealth Advisors, LLC2,095
0.0% of portfolio›$93.1K
Polaris Financial Partners2,037
0.0% of portfolio›$91
Livelsberger Financial Advisory1,922
0.5% of portfolio›$85.5K
Golden State Wealth Management, LLC1,809
0.0% of portfolio›$80.5K
United Financial Planning Group LLC1,797
0.0% of portfolio›$79.9K
Parkside Financial Bank & Trust1,785
0.0% of portfolio›$79.4K
Financial Consulate, Inc1,595
0.0% of portfolio›$70.9K
Westside Investment Management, Inc.1,545
0.0% of portfolio›$72.8K
Bochk Asset Management Ltd1,404
0.0% of portfolio›$62.4K
Key FInancial Inc1,386
0.0% of portfolio›$61.6K
Silver Grove Financial Group, Inc.1,362
0.0% of portfolio›$60.5K
Ascentis Wealth Management, LLC1,208
0.0% of portfolio›$53.7K
Acumen Wealth Advisors, LLC1,150
0.0% of portfolio›$51.1K
Exchange Traded Concepts, LLC1,100
0.0% of portfolio›$48.9K
True Wealth Design, LLC1,092
0.0% of portfolio›$48.6K
Root Financial Partners, LLC1,000
0.0% of portfolio›$44.5K
Retirement Wealth Solutions LLC950
0.0% of portfolio›$42.2K
Rossby Financial, LCC899
0.0% of portfolio›$40.0K
Beacon Investment Advisory Services, Inc.750
0.0% of portfolio›$33.3K
Proathlete Wealth Management LLC749
0.0% of portfolio›$33.3K
Gleason Group, Inc.714
0.0% of portfolio›$31.7K
Highline Wealth Partners LLC667
0.0% of portfolio›$29.7K
Physician Wealth Advisors, Inc.469
0.0% of portfolio›$20.9K
IFP Advisors, Inc456
0.0% of portfolio›$20.3K
North Star Investment Management Corp.440
0.0% of portfolio›$19.6K
Provenance Wealth Advisors, LLC430
0.0% of portfolio›$19.1K
Fortitude Family Office, LLC392
0.0% of portfolio›$17.4K
Private Trust Co NA354
0.0% of portfolio›$15.7K
Downshift Financial, LLC323
0.0% of portfolio›$14.4K
Pinnacle Bancorp, Inc.317
0.0% of portfolio›$14.1K
Elevation Wealth Partners, LLC314
0.0% of portfolio›$14.0K
Princeton Global Asset Management LLC301
0.0% of portfolio›$13.4K
WPG Advisers, LLC292
0.0% of portfolio›$13.0K
Cullen T Bankers, Inc.269
0.0% of portfolio›$12.0K
Versant Capital Management, Inc255
0.0% of portfolio›$11.3K
Friedenthal Financial245
0.0% of portfolio›$10.9K
Bare Financial Services, Inc199
0.0% of portfolio›$8.8K
GoalVest Advisory LLC177
0.0% of portfolio›$7.9K
CoreCap Advisors, LLC156
0.0% of portfolio›$6.9K
Trust Co132
0.0% of portfolio›$5.9K
Signature Equity Partners, LLC125
0.0% of portfolio›$5.6K
Spire Wealth Management124
0.0% of portfolio›$5.5K
Berbice Capital Management LLC100
0.0% of portfolio›$4.4K
Lanark Financial, Inc.99
0.0% of portfolio›$4.4K
Birch Financial Group, LLC73
0.0% of portfolio›$3.3K
Oakworth Capital, Inc.70
0.0% of portfolio›$3.1K
Quest 10 Wealth Builders, Inc.70
0.0% of portfolio›$3.1K
Elyxium Wealth, LLC55
0.0% of portfolio›$2.4K
Triumph Capital Management50
0.0% of portfolio›$2.2K
Financial Network Wealth Advisors LLC36
0.0% of portfolio›$1.6K
Abound Wealth Management24
0.0% of portfolio›$1.1K
Bayforest Capital Ltd24
0.0% of portfolio›$1.1K
Clark Wealth Partners23
0.0% of portfolio›$1.0K
StyleTurnoverLocationFiled
Creative Planning
2,067,039$91.9M0.1%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
1,851,049$82.3M0.0%CoreMediumNew York, NY2026-11-04
Dimensional Fund Advisors LP
1,710,353$76.0M0.0%IndexLowAustin, TX2026-11-04
Carrhae Capital LLP
1,464,677$65.1M2.1%GARPVery HighLondon, United Kingdom2026-10-20
MacKenzie Financial Corp
921,352$41.0M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Ninety One UK Ltd
688,777$30.6M0.1%CoreMediumLondon, United Kingdom2026-10-15
TT International Asset Management LTD
609,659$27.1M3.0%GARPVery HighLondon, United Kingdom2026-10-30
Ninety One North America, Inc.
498,331$22.2M1.0%CoreMediumNew York, NY2026-10-15
Ethic Inc.
412,326$18.3M0.2%CoreLowNew York, NY2026-11-03
Quadrant Capital Group LLC
376,342$17.9M0.5%CoreLowCincinnati, OH2026-10-20
Mirae Asset Global Investments Co., Ltd.
347,758$15.5M0.0%GrowthLowSeoul, Malaysia2026-11-03
Larson Financial Group LLC
295,838$13.2M0.3%GrowthLowSt Louis, MO2026-11-05
Moran Wealth Management, LLC
293,376$13.0M0.4%CoreMediumNaples, FL2026-10-22
Dilation Capital Management LP
280,158$12.5M6.2%GrowthVery HighNew York, NY2026-10-13
ABN Amro Investment Solutions
239,851$10.7M0.1%GrowthLowParis Cedex 008, India2026-10-21
Y-Intercept (Hong Kong) Ltd
232,776$10.3M0.2%ValueVery HighHong Kong, South Korea2026-10-16
Gunderson Capital Management LLC
209,276$9.3M2.6%Agg GrowthVery HighMt. Pleasant, SC2026-10-15
Oppenheimer Asset Management Inc.
185,639$8.3M0.1%CoreMediumNew York, NY2026-10-27
Candriam S.C.A.
181,060$8.1M0.0%GrowthMediumStrassen, Netherlands2026-11-03
Raiffeisen Bank International AG
169,100$7.7M0.1%GrowthMediumVienna, Chile2026-10-28
Banque Pictet & CIE SA
146,561$6.5M0.0%CoreMediumGeneva 73, Switzerland2026-10-16
NLB Skladi, upravljanje premozenja, d.o.o.
144,484$6.4M0.2%GrowthLowLjubljana, Andorra2026-10-22
B. Metzler seel. Sohn & Co. AG
122,158$5.4M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Profund Advisors LLC
118,692$5.3M0.2%GrowthLowBethesda, MD2026-10-29
VMS Asset Management Limited
114,667$5.1M1.9%Agg GrowthVery HighHong Kong, South Korea2026-10-15
Union Bancaire Privee, UBP SA
114,667$4.3M0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Vise Technologies, Inc.
106,395$4.7M0.0%IndexLowNew York, NY2026-10-29
Legacy Wealth Asset Management, LLC
106,351$4.7M1.0%GARPMediumWoodbury, MN2026-10-09
China Universal Asset Management Co., Ltd.
102,500$4.6M0.2%GrowthMediumShanghai, France2026-10-28
Blue Jean Financial LLC
93,737$4.2M2.6%GrowthVery HighAlbany, NY2026-10-20
Signaturefd, LLC
92,879$4.1M0.1%IndexLowAtlanta, GA2026-10-23
Crossmark Global Holdings, Inc.
91,528$4.1M0.1%GARPMediumHouston, TX2026-10-21
Bank Pictet & Cie (Europe) AG
82,020$3.6M0.1%GrowthLowFrankfurt Am Main, Hong Kong2026-10-20
Henshaw Capital LLC
65,376$2.9M0.1%GrowthVery LowWoburn, MA2026-11-03
Blue Trust, Inc.
58,696$2.6M0.0%ETFLowBrentwood, TN2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
58,296$2.6M0.0%GrowthVery LowSeattle, WA2026-10-27
Vontobel Holding Ltd.
54,246$2.4M0.0%CoreMediumZurich, Switzerland2026-10-16
Aubrey Capital Management Ltd
54,000$2.4M2.1%MomentumHighEdinburgh, United Kingdom2026-10-19
Diversify Advisory Services, LLC
48,703$2.0M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
48,703$2.0M0.0%GrowthMediumSandy, UT2026-10-20
Boston Common Asset Management, LLC
46,783$2.1M0.1%CoreLowBoston, MA2026-10-13
Frank, Rimerman Advisors LLC
46,298$2.1M0.1%GrowthLowPalo Alto, CA2026-10-16
Tower View Wealth Management LLC
44,646$2.0M0.9%MomentumMediumShorewood, WI2026-10-23
Allspring Global Investments Holdings, LLC
44,419$2.0M0.0%CoreMediumCharlotte, NC2026-11-04
Tuttle Capital Management, LLC
42,648$2.0M0.9%GrowthHighRiverside, CT2026-10-21
PDS Planning, Inc
40,864$1.8M0.1%IndexVery LowDublin, OH2026-11-03
Parallel Advisors, LLC
40,504$1.8M0.0%IndexLowSan Francisco, CA2026-11-03
Truist Financial Corp
40,456$1.8M0.0%CoreLowCharlotte, NC2026-10-30
Aaron Wealth Advisors LLC
40,188$1.8M0.1%GrowthMediumChicago, IL2026-10-13
Kathmere Capital Management, LLC
39,168$1.7M0.1%ETFLowWayne, PA2026-10-20
LVW Advisors, LLC
38,458$1.7M0.1%CoreMediumPittsford, NY2026-10-19
Abacus Wealth Partners, LLC
38,432$1.7M0.2%ETFLowSanta Monica, CA2026-11-03
First Affirmative Financial Network
36,960$1.6M0.4%CoreN/AColorado Springs, CO2026-10-21
Commonwealth Equity Services, LLC
35,494$1.6M0.0%ETFLowWaltham, MA2026-11-02
Atria Investments, Inc
33,451$1.5M0.0%CoreMediumCharlotte, NC2026-10-15
Regions Financial Corp
31,654$1.4M0.0%CoreLowBirmingham, AL2026-11-05
Evergreen Capital Management LLC
29,891$1.3M0.0%GARPMediumBellevue, WA2026-10-23
Nilsine Partners, LLC
29,534$1.3M0.1%CoreMediumGreenwood Village, CO2026-11-02
HB Wealth Management, LLC
29,087$1.3M0.0%IndexVery LowAtlanta, GA2026-10-23
Gamma Investing LLC
29,019$1.3M0.0%IndexVery LowFoster City, CA2026-10-08
OpenArc Corporate Advisory, LLC
26,573$1.2M0.0%GrowthLowAtlanta, GA2026-10-21
Caitong International Asset Management Co., Ltd
25,954$1.2M0.1%GrowthVery HighHong Kong, South Korea2026-10-29
Ascent Group, LLC
25,175$1.1M0.0%CoreLowVirginia Beach, VA2026-10-30
Park Avenue Securities LLC
24,574$1.1M0.0%ETFMediumNew York, NY2026-10-26
Brighton Jones LLC
22,791$1.0M0.0%CoreVery LowSeattle, WA2026-11-03
Xponance LLC
21,041$935.5K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Concurrent Investment Advisors, LLC
20,898$929.1K0.0%GrowthMediumTampa, FL2026-10-16
Wealth Enhancement Advisory Services, LLC
19,523$883.6K0.0%CoreLowPlymouth, MN2026-10-13
Greenspring Advisors, LLC
18,668$830.0K0.0%ETFVery LowTowson, MD2026-11-05
Aprio Wealth Management, LLC
18,365$816.5K0.0%ETFMediumAtlanta, GA2026-10-28
Mitchell & Pahl Private Wealth, LLC
18,080$803.8K0.3%CoreVery LowOklahoma City, OK2026-10-14
Confluence Investment Management LLC
17,363$772.0K0.0%ValueMediumSt. Louis, MO2026-10-01
EverSource Wealth Advisors, LLC
17,033$757.3K0.0%CoreMediumBirmingham, AL2026-11-04
Foster Group, Inc.
16,980$754.9K0.0%ETFVery LowUrbandale, IA2026-10-13
Fortitude Advisory Group L.L.C.
16,556$736.1K0.3%GrowthMediumGig Harbor, WA2026-10-15
Farther Finance Advisors, LLC
16,452$731.5K0.0%IndexLowSan Francisco, CA2026-10-08
Dynamic Advisor Solutions LLC
16,404$729.3K0.0%ETFLowPhoenix, AZ2026-10-13
Greenleaf Trust
16,140$717.6K0.0%CoreLowKalamazoo, MI2026-10-29
Independent Financial Group, LLC
15,832$703.9K0.0%GrowthLowSan Diego, CA2026-10-13
Vest Financial, LLC
15,622$694.6K0.0%ValueMediumMclean, VA2026-10-21
MW Advisory, LLC
15,071$670.1K0.3%CoreN/AAtlanta, GA2026-10-19
FNY Investment Advisers, LLC
15,000$666.0K0.6%GrowthVery HighNew York, NY2026-10-16
Snider Financial Group
15,000$666.9K0.2%GrowthLowBellevue, WA2026-10-16
Crestwood Advisors Group, LLC
14,999$666.9K0.0%GrowthLowBoston, MA2026-10-27
Perigon Wealth Management, LLC
14,926$663.6K0.0%GrowthLowSan Francisco, CA2026-10-22
May Hill Capital, LLC
14,193$631.0K0.1%ETFLowCohasset, MA2026-11-03
Apollon Wealth Management, LLC
14,040$624.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Cambridge Investment Research Advisors, Inc.
13,839$615.0K0.0%ETFLowFairfield, IA2026-11-02
Henry James International Management Inc.
13,682$608.3K0.2%GARPLowNew York, NY2026-10-14
Assetmark, Inc
13,418$596.6K0.0%ETFLowConcord, CA2026-10-21
SmartHarvest Portfolios, LLC
13,189$586.4K0.2%GrowthLowSeattle, WA2026-10-26
Kestra Advisory Services, LLC
12,916$574.3K0.0%CoreLowAustin, TX2026-11-02
Summit Global Investments
12,712$565.0K0.1%CoreMediumBountiful, UT2026-10-28
Canopy Partners, LLC
12,669$563.3K0.2%GrowthLowCincinnati, OH2026-10-28
Valeo Financial Advisors, LLC
12,242$544.3K0.0%ETFLowCarmel, IN2026-10-08
HUB Investment Partners, LLC
12,054$535.9K0.0%GrowthLowAustin, TX2026-11-03
Resonant Capital Advisors, LLC
11,968$532.1K0.0%ETFLowMadison, WI2026-10-15
Burns Matteson Capital Management, LLC
11,074$492.4K0.2%CoreMediumCorning, NY2026-10-16
Pinnacle Wealth Planning Services, Inc.
10,539$468.6K0.0%GARPLowMansfield, OH2026-10-27
Mizuho Securities Co. Ltd.
10,259$456.1K11.5%Agg GrowthVery LowTokyo, Mexico2026-11-04
Mondrian Investment Partners LTD
9,929$441.4K0.0%YieldMediumLondon, United Kingdom2026-10-23
D'Orazio & Associates, Inc.
9,795$435.5K0.0%ETFLowVienna, VA2026-11-04
MGO One Seven LLC
9,659$429.4K0.0%GrowthLowBeachwood, OH2026-10-28
Sumitomo Mitsui Trust Group, Inc.
9,354$415.9K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Generali Investments CEE, investicni spolecnost, a.s.
9,000$406.1K0.0%CoreLowPrague, Bahrain2026-10-15
Capital Management Associates, Inc
9,000$400.1K0.1%ETFLowMinneapolis, MN2026-10-20
TD Private Client Wealth LLC
8,972$398.9K0.0%ETFLowNew York, NY2026-10-28
180 Wealth Advisors, LLC
8,962$398.5K0.0%CoreLowFederal Way, WA2026-11-03
Quadrant Private Wealth Management, LLC
8,953$398.1K0.1%GrowthLowCenter Valley, PA2026-11-04
Lido Advisors, LLC
8,807$391.6K0.0%GrowthLowLos Angeles, CA2026-11-04
Enterprise Financial Services Corp
8,559$380.5K0.2%CoreVery LowClayton, MO2026-11-03
Choreo, LLC
8,136$361.7K0.0%IndexLowRockford, IL2026-10-28
Leo Wealth, LLC
8,118$360.9K0.1%CoreLowHurst, TX2026-10-26
Verdence Capital Advisors LLC
7,919$352.1K0.0%CoreMediumHunt Valley, MD2026-10-26
Hamilton Capital, LLC
7,463$331.8K0.0%ETFVery LowColumbus, OH2026-10-08
Nolet Wealth Management, LLC
7,343$326.5K0.2%ETFMediumFort Worth, TX2026-10-15
Sage Rhino Capital LLC
7,300$324.6K0.1%ETFLowMenlo Park, CA2026-10-28
Arista Wealth Management, LLC
7,096$315.5K0.0%ETFMediumLas Vegas, NV2026-10-29
Angeles Wealth Management, LLC
7,070$314.3K0.0%ETFLowSanta Monica, CA2026-10-26
Trek Financial, LLC
7,052$313.5K0.0%ETFHighScottsdale, AZ2026-10-29
Piedmont Capital Management, LLC
7,016$311.9K0.2%CoreLowGreensboro, NC2026-10-21
BIP Wealth, LLC
7,002$311.3K0.0%ETFMediumAtlanta, GA2026-10-22
VestGen Advisors, LLC
6,964$309.6K0.0%GrowthMediumChicago, IL2026-10-27
Sagespring Wealth Partners, LLC
6,695$297.7K0.0%ETFLowFranklin, TN2026-10-22
Oppenheimer & Co Inc
6,608$293.8K0.0%CoreLowNew York, NY2026-10-26
Prime Capital Investment Advisors, LLC
6,537$290.6K0.0%ETFLowOverland Park, KS2026-10-20
Symmetry Partners, LLC
6,380$283.7K0.0%ETFLowGlastonbury, CT2026-10-27
Heck Capital Advisors, LLC
6,174$274.5K0.0%ETFMediumRhinelander, WI2026-10-14
Integrity Alliance, Llc.
6,028$268.0K0.0%ETFMediumUrbandale, IA2026-10-29
Sulzberger Capital Advisors, Inc.
6,000$266.8K0.3%GrowthLowMiami, FL2026-10-20
Park Capital Management, LLC / WI
5,987$266.2K0.1%GrowthHighMadison, WI2026-10-13
Diversified Enterprises, LLC
5,732$254.8K0.0%ETFVery LowWilmington, DE2026-10-19
Riversedge Advisors, LLC
5,708$253.8K0.0%ETFMediumWilmington, DE2026-10-09
Comprehensive Financial Planning, Inc.
5,627$250.2K0.1%Agg GrowthLowEast Petersburg, PA2026-10-27
Commonwealth Financial Services, LLC
5,586$248.4K0.0%ETFMediumVienna, WV2026-10-20
Interchange Capital Partners, LLC
5,398$239.6K0.0%GrowthLowPittsburgh, PA2026-10-28
Clear Wave Wealth Management LLC
5,391$239.7K0.0%ETFN/ARed Bank, NJ2026-11-04
Allen Capital Group, LLC
5,326$236.8K0.0%CoreLowGrand Island, NE2026-10-27
Meridian Wealth Management, LLC
5,076$225.7K0.0%GrowthLowLexington, KY2026-11-05
Athena Wealth Management, LLC
5,074$225.6K0.2%GARPMediumReno, NV2026-10-09
First Citizens Bank & Trust Co
4,935$219.4K0.0%CoreMediumRaleigh, NC2026-10-14
Jm2 Capital Inc.
4,868$216.4K0.1%GrowthVery LowEdmond, OK2026-10-14
Echo45 Advisors LLC
4,776$212.3K0.1%ETFLowWalnut Creek, CA2026-10-07
IPG Investment Advisors LLC
4,750$211.2K0.0%CoreMediumSan Diego, CA2026-10-30
Tanager Wealth Management LLP
4,577$203.5K0.0%ETFLowGoring On Thames, United Kingdom2026-10-19
Laurel OAK Wealth Management, LLC
4,570$203.2K0.0%GrowthLowMarlton, NJ2026-10-19
TD Waterhouse Canada Inc.
4,535$202.8K0.0%CoreLowToronto, Australia2026-10-16
Keybank National Association
4,508$200.4K0.0%CoreLowBrooklyn, OH2026-11-04
Meyer Handelman Co
4,500$200.1K0.0%CoreLowRye Brook, NY2026-10-28
Grove Bank & Trust
4,301$191.2K0.0%ETFLowMiami, FL2026-10-08
Ascentis Independent Advisors
4,272$189.9K0.0%ETFLowDallas, TX2026-11-03
Rakuten Securities, Inc.
4,235$188.3K0.1%Agg GrowthHighTokyo, Mexico2026-11-02
SBI Securities Co., Ltd.
3,776$167.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Mather Group, Llc.
3,236$143.9K0.0%ETFMediumChicago, IL2026-10-14
Nisa Investment Advisors, LLC
2,492$110.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
Inspire Investing, LLC
2,475$110.0K0.0%GARPHighMeridian, ID2026-10-22
Bell Investment Advisors, Inc
2,391$106.3K0.0%ETFVery LowOrinda, CA2026-10-29
Eastern Bank
2,339$104.0K0.0%GrowthMediumBoston, MA2026-10-05
V-Square Quantitative Management LLC
2,222$98.8K0.0%CoreLowChicago, IL2026-10-15
JFS Wealth Advisors, LLC
2,095$93.1K0.0%ETFVery LowHermitage, PA2026-11-03
Polaris Financial Partners
2,037$910.0%GrowthN/AWesterville, OH2026-10-02
Livelsberger Financial Advisory
1,922$85.5K0.5%YieldVery LowAshland, OH2026-10-28
Golden State Wealth Management, LLC
1,809$80.5K0.0%ETFMediumSanta Ana, CA2026-11-02
United Financial Planning Group LLC
1,797$79.9K0.0%ETFHighHauppauge, NY2026-11-04
Parkside Financial Bank & Trust
1,785$79.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Financial Consulate, Inc
1,595$70.9K0.0%ETFLowHunt Valley, MD2026-10-23
Westside Investment Management, Inc.
1,545$72.8K0.0%GrowthLowSanta Monica, CA2026-11-02
Bochk Asset Management Ltd
1,404$62.4K0.0%Agg GrowthVery HighHong Kong, South Korea2026-10-29
Key FInancial Inc
1,386$61.6K0.0%ETFLowWest Chester, PA2026-11-02
Silver Grove Financial Group, Inc.
1,362$60.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Ascentis Wealth Management, LLC
1,208$53.7K0.0%Agg GrowthLowDallas, TX2026-11-03
Acumen Wealth Advisors, LLC
1,150$51.1K0.0%GrowthHighChattanooga, TN2026-11-05
Exchange Traded Concepts, LLC
1,100$48.9K0.0%GrowthMediumOklahoma City, OK2026-10-28
True Wealth Design, LLC
1,092$48.6K0.0%ETFMediumAkron, OH2026-10-13
Root Financial Partners, LLC
1,000$44.5K0.0%ETFMediumEncinitas, CA2026-10-21
Retirement Wealth Solutions LLC
950$42.2K0.0%ETFLowMarshfield, WI2026-10-07
Rossby Financial, LCC
899$40.0K0.0%ETFMediumMelbourne, FL2026-11-05
Beacon Investment Advisory Services, Inc.
750$33.3K0.0%GrowthLowMorristown, NJ2026-10-13
Proathlete Wealth Management LLC
749$33.3K0.0%ETFVery LowBoca Raton, FL2026-10-15
Gleason Group, Inc.
714$31.7K0.0%ETFVery LowProspect, KY2026-10-15
Highline Wealth Partners LLC
667$29.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Physician Wealth Advisors, Inc.
469$20.9K0.0%ETFMediumMidvale, UT2026-10-20
IFP Advisors, Inc
456$20.3K0.0%GrowthLowTampa, FL2026-10-16
North Star Investment Management Corp.
440$19.6K0.0%CoreLowChicago, IL2026-10-27
Provenance Wealth Advisors, LLC
430$19.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Fortitude Family Office, LLC
392$17.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Private Trust Co NA
354$15.7K0.0%CoreLowCleveland, OH2026-10-20
Downshift Financial, LLC
323$14.4K0.0%ETFLowBoulder, CO2026-10-13
Pinnacle Bancorp, Inc.
317$14.1K0.0%CoreVery LowBeatrice, NE2026-10-21
Elevation Wealth Partners, LLC
314$14.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Princeton Global Asset Management LLC
301$13.4K0.0%GrowthLowPrinceton, NJ2026-10-21
WPG Advisers, LLC
292$13.0K0.0%CoreLowBaltimore, MD2026-10-27
Cullen T Bankers, Inc.
269$12.0K0.0%GrowthLowSan Antonio, TX2026-10-28
Versant Capital Management, Inc
255$11.3K0.0%GARPLowPhoenix, AZ2026-10-02
Friedenthal Financial
245$10.9K0.0%ETFHighMarlton, NJ2026-10-27
Bare Financial Services, Inc
199$8.8K0.0%ETFVery LowGap, PA2026-11-04
GoalVest Advisory LLC
177$7.9K0.0%ETFMediumNew York, NY2026-10-02
CoreCap Advisors, LLC
156$6.9K0.0%ETFMediumSouthfield, MI2026-10-08
Trust Co
132$5.9K0.0%ETFVery LowManhattan, KS2026-10-09
Signature Equity Partners, LLC
125$5.6K0.0%GrowthMediumColumbus, OH2026-10-29
Spire Wealth Management
124$5.5K0.0%GrowthMediumMclean, VA2026-10-30
Berbice Capital Management LLC
100$4.4K0.0%MomentumLowMelville, NY2026-10-13
Lanark Financial, Inc.
99$4.4K0.0%CoreMediumBirmingham, AL2026-10-26
Birch Financial Group, LLC
73$3.3K0.0%CoreLowKeene, NH2026-10-27
Oakworth Capital, Inc.
70$3.1K0.0%ETFLowBirmingham, AL2026-10-26
Quest 10 Wealth Builders, Inc.
70$3.1K0.0%ETFLowFuquay-Varina, VA2026-11-02
Elyxium Wealth, LLC
55$2.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Triumph Capital Management
50$2.2K0.0%ETFMediumDenver, CO2026-10-14
Financial Network Wealth Advisors LLC
36$1.6K0.0%ETFLowMurray, UT2026-10-28
Abound Wealth Management
24$1.1K0.0%ETFVery LowFranklin, TN2026-10-26
Bayforest Capital Ltd
24$1.1K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Clark Wealth Partners
23$1.0K0.0%ETFVery LowO'Fallon, IL2026-10-19