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Aegon Ltd-Ny REG SHR (AEG)

CUSIP: 0076CA104 | US | Financial Services · Insurance - Diversified | Large Cap | 516 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AVereniging Aegon Americas (f/k/a Vereniging Aegon)268,514,28818.4%+3,849,085Oct 15, 2026No 13F filer matched
13D/AVereniging Aegon Americas (f/k/a Vereniging Aegon)268,514,288
18.4% of class · Oct 15, 2026+3,849,085
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP12,746,951
0.0% of portfolio›$110.0M
ABC Arbitrage SA2,127,083
1.8% of portfolio›$18.4M
GW Henssler & Associates LTD1,042,790
0.4% of portfolio›$9.0M
Creative Planning805,907
0.0% of portfolio›$7.0M
Grace & White Inc787,912
1.1% of portfolio›$6.8M
Oppenheimer & Co Inc619,982
0.1% of portfolio›$5.4M
MacKenzie Financial Corp554,454
0.0% of portfolio›$4.8M
US Bancorp \de\352,094
0.0% of portfolio›$3.0M
Ethic Inc.283,252
0.0% of portfolio›$2.4M
Hennion & Walsh Asset Management, Inc.282,601
0.1% of portfolio›$2.4M
Commonwealth Equity Services, LLC271,350
0.0% of portfolio›$2.3M
Quadrant Capital Group LLC206,071
0.0% of portfolio›$1.7M
Transmarket Holdings LP170,903
0.8% of portfolio›$1.5M
Crossmark Global Holdings, Inc.160,048
0.0% of portfolio›$1.4M
Kestra Advisory Services, LLC146,126
0.0% of portfolio›$1.3M
Greenleaf Trust144,822
0.0% of portfolio›$1.2M
Signaturefd, LLC136,445
0.0% of portfolio›$1.2M
Ritholtz Wealth Management123,888
0.0% of portfolio›$1.1M
Bank of New York Mellon Corp121,107
0.0% of portfolio›$1.0M
Aaron Wealth Advisors LLC93,095
0.0% of portfolio›$803.4K
Abacus Wealth Partners, LLC88,790
0.1% of portfolio›$766.3K
Wealthstar Advisors, LLC80,888
0.2% of portfolio›$698.1K
Evergreen Capital Management LLC79,969
0.0% of portfolio›$690.1K
Olio Financial Planning71,009
0.2% of portfolio›$612.8K
HUB Investment Partners, LLC68,344
0.0% of portfolio›$589.8K
Factory Mutual Insurance Co59,398
0.0% of portfolio›$512.6K
Versant Capital Management, Inc55,224
0.0% of portfolio›$476.6K
Wealth Enhancement Advisory Services, LLC55,212
0.0% of portfolio›$456.6K
Highland Capital Management, LLC53,027
0.0% of portfolio›$457.6K
Choreo, LLC52,890
0.0% of portfolio›$456.4K
Kestra Private Wealth Services, LLC45,943
0.0% of portfolio›$396.5K
Jackson Square Capital, LLC40,113
0.1% of portfolio›$346.2K
Kingdom Financial Group Llc.36,106
0.1% of portfolio›$311.6K
Prime Capital Investment Advisors, LLC35,725
0.0% of portfolio›$308.3K
J.W. Cole Advisors, Inc.34,730
0.0% of portfolio›$299.7K
Allspring Global Investments Holdings, LLC32,092
0.0% of portfolio›$272.5K
OpenArc Corporate Advisory, LLC29,219
0.0% of portfolio›$252.2K
HB Wealth Management, LLC27,791
0.0% of portfolio›$239.8K
Kathmere Capital Management, LLC26,831
0.0% of portfolio›$231.6K
Parallel Advisors, LLC24,859
0.0% of portfolio›$214.5K
Baron Wealth Management LLC24,517
0.1% of portfolio›$211.6K
PDS Planning, Inc24,194
0.0% of portfolio›$208.8K
55 North Private Wealth, LLC22,457
0.0% of portfolio›$193.8K
Truist Financial Corp21,455
0.0% of portfolio›$185.2K
Sage Rhino Capital LLC20,549
0.0% of portfolio›$177.3K
May Hill Capital, LLC19,211
0.0% of portfolio›$165.8K
TD Waterhouse Canada Inc.16,274
0.0% of portfolio›$138.0K
Accel Wealth Management15,684
0.0% of portfolio›$135.4K
EverSource Wealth Advisors, LLC15,008
0.0% of portfolio›$129.5K
Boit C F David14,695
0.1% of portfolio›$126.8K
Keybank National Association14,674
0.0% of portfolio›$126.6K
Franklin Street Advisors Inc14,551
0.0% of portfolio›$125.6K
First Affirmative Financial Network14,332
0.0% of portfolio›$123.7K
Henry James International Management Inc.14,295
0.0% of portfolio›$123.4K
Gamma Investing LLC13,943
0.0% of portfolio›$120.3K
Wealthcare Advisory Partners LLC13,930
0.0% of portfolio›$120.2K
Vise Technologies, Inc.12,879
0.0% of portfolio›$111.1K
Argos Wealth Advisors, LLC12,436
0.0% of portfolio›$107.3K
Mather Group, Llc.12,298
0.0% of portfolio›$106.1K
Glenview Trust Co12,157
0.0% of portfolio›$104.9K
AlphaCore Capital LLC11,877
0.0% of portfolio›$102.5K
Cornerstone Wealth Group, LLC11,455
0.0% of portfolio›$98.9K
SYM Financial Corp11,353
0.0% of portfolio›$98.0K
Central Pacific Bank - Trust Division11,100
0.0% of portfolio›$95.8K
Wedmont Private Capital10,803
0.0% of portfolio›$89.3K
Range Financial Group LLC10,507
0.0% of portfolio›$90.7K
Affinity Capital Advisors, LLC10,452
0.0% of portfolio›$86.1K
Anchyra Partners LLC10,438
0.0% of portfolio›$90.1K
Farther Finance Advisors, LLC10,331
0.0% of portfolio›$89.2K
Atria Investments, Inc10,280
0.0% of portfolio›$88.7K
Angeles Wealth Management, LLC10,117
0.0% of portfolio›$87.3K
Cromwell Holdings LLC9,692
0.0% of portfolio›$83.6K
Eastern Bank6,517
0.0% of portfolio›$56.2K
Pinnacle Wealth Planning Services, Inc.5,580
0.0% of portfolio›$48.2K
Citigroup Inc4,891
0.0% of portfolio›$42.2K
Blue Trust, Inc.4,437
0.0% of portfolio›$38.3K
Independence Bank of Kentucky4,000
0.0% of portfolio›$34.5K
Pathway Financial Advisers, LLC3,644
0.0% of portfolio›$31.4K
Provenance Wealth Advisors, LLC3,281
0.0% of portfolio›$28.3K
True Wealth Design, LLC3,152
0.0% of portfolio›$27.2K
Ares Financial Consulting, LLC3,032
0.0% of portfolio›$26.2K
MassMutual Private Wealth & Trust, FSB2,990
0.0% of portfolio›$25.8K
Assetmark, Inc2,605
0.0% of portfolio›$22.5K
Larson Financial Group LLC2,176
0.0% of portfolio›$18.8K
William B. Walkup & Associates, Inc.2,094
0.0% of portfolio›$18.1K
Fifth Third Bancorp1,958
0.0% of portfolio›$16.9K
Proathlete Wealth Management LLC1,875
0.0% of portfolio›$16.2K
Parkside Financial Bank & Trust1,867
0.0% of portfolio›$16.1K
Triumph Capital Management1,750
0.0% of portfolio›$15.1K
Montag A & Associates Inc1,739
0.0% of portfolio›$15.0K
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,610
0.0% of portfolio›$13.9K
Gleason Group, Inc.1,538
0.0% of portfolio›$13.3K
SJS Investment Consulting Inc.1,386
0.0% of portfolio›$12.0K
Essential Partners LLC1,354
0.0% of portfolio›$11.7K
Clean Yield Group1,259
0.0% of portfolio›$10.9K
Evermay Wealth Management LLC1,249
0.0% of portfolio›$10.8K
Manchester Capital Management LLC1,204
0.0% of portfolio›$10.4K
Financial Consulate, Inc1,134
0.0% of portfolio›$9.8K
Bell Investment Advisors, Inc1,042
0.0% of portfolio›$9.0K
Elevation Wealth Partners, LLC1,025
0.0% of portfolio›$8.8K
Root Financial Partners, LLC1,023
0.0% of portfolio›$8.8K
Owl Creek Wealth Partners LLC943
0.0% of portfolio›$8.1K
Pillar Financial Advisors, LLC930
0.0% of portfolio›$8.0K
James T. Borello RIA909
0.0% of portfolio›$7.8K
Nisa Investment Advisors, LLC730
0.0% of portfolio›$6.3K
Caitong International Asset Management Co., Ltd716
0.0% of portfolio›$6.2K
Golden State Wealth Management, LLC585
0.0% of portfolio›$5.1K
MTM Investment Management, LLC501
0.0% of portfolio›$4.3K
Elyxium Wealth, LLC493
0.0% of portfolio›$4.3K
JFS Wealth Advisors, LLC473
0.0% of portfolio›$4.1K
Silver Grove Financial Group, Inc.470
0.0% of portfolio›$4.1K
Caldwell Trust Co469
0.0% of portfolio›$4.0K
Compass Financial Management LLC400
0.0% of portfolio›$3.5K
Arlington Trust Co LLC398
0.0% of portfolio›$3.4K
St. Johns Investment Management Company, LLC354
0.0% of portfolio›$3.1K
TD Private Client Wealth LLC349
0.0% of portfolio›$3.0K
Ascentis Wealth Management, LLC291
0.0% of portfolio›$2.5K
Creative Financial Designs Inc261
0.0% of portfolio›$2.3K
Asset Planning,Inc218
0.0% of portfolio›$1.9K
Salomon & Ludwin, LLC173
0.0% of portfolio›$1.5K
Jacobi Capital Management LLC171
0.0% of portfolio›$1.5K
Highline Wealth Partners LLC163
0.0% of portfolio›$1.4K
Physician Wealth Advisors, Inc.152
0.0% of portfolio›$1.3K
Ascentis Independent Advisors126
0.0% of portfolio›$1.1K
UMB Private Wealth Management, LLC121
0.0% of portfolio›$1.0K
Burk Holdings LLC109
0.0% of portfolio›$941
GHP Investment Advisors, Inc.106
0.0% of portfolio›$915
CrossGen Wealth, LLC94
0.0% of portfolio›$811
Planning Strategies Inc.94
0.0% of portfolio›$811
Financial Network Wealth Advisors LLC86
0.0% of portfolio›$742
North Star Investment Management Corp.59
0.0% of portfolio›$509
MV Capital Management, Inc.44
0.0% of portfolio›$380
RMG Wealth Management LLC40
0.0% of portfolio›$328
Pacific Center for Financial Services36
0.0% of portfolio›$311
Monetary Solutions, Ltd21
0.0% of portfolio›$181
CoreCap Advisors, LLC18
0.0% of portfolio›$155
New England Capital Financial Advisors LLC11
0.0% of portfolio›$95
Gilpin Wealth Management, LLC5
0.0% of portfolio›$44
Cedar Mountain Advisors, LLC2
0.0% of portfolio›$17
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
12,746,951$110.0M0.0%IndexLowAustin, TX2026-11-04
ABC Arbitrage SA
2,127,083$18.4M1.8%YieldVery HighParis, India2026-10-23
GW Henssler & Associates LTD
1,042,790$9.0M0.4%CoreMediumKennesaw, GA2026-10-26
Creative Planning
805,907$7.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Grace & White Inc
787,912$6.8M1.1%Deep ValueVery LowNy, NY2026-10-23
Oppenheimer & Co Inc
619,982$5.4M0.1%CoreLowNew York, NY2026-10-26
MacKenzie Financial Corp
554,454$4.8M0.0%CoreMediumToronto Ontario, Australia2026-11-02
US Bancorp \de\
352,094$3.0M0.0%IndexLowMinneapolis, MN2026-11-05
Ethic Inc.
283,252$2.4M0.0%CoreLowNew York, NY2026-11-03
Hennion & Walsh Asset Management, Inc.
282,601$2.4M0.1%ValueMediumParsippany, NJ2026-10-13
Commonwealth Equity Services, LLC
271,350$2.3M0.0%ETFLowWaltham, MA2026-11-02
Quadrant Capital Group LLC
206,071$1.7M0.0%CoreLowCincinnati, OH2026-10-20
Transmarket Holdings LP
170,903$1.5M0.8%Deep ValueVery HighChicago, IL2026-10-27
Crossmark Global Holdings, Inc.
160,048$1.4M0.0%GARPMediumHouston, TX2026-10-21
Kestra Advisory Services, LLC
146,126$1.3M0.0%CoreLowAustin, TX2026-11-02
Greenleaf Trust
144,822$1.2M0.0%CoreLowKalamazoo, MI2026-10-29
Signaturefd, LLC
136,445$1.2M0.0%IndexLowAtlanta, GA2026-10-23
Ritholtz Wealth Management
123,888$1.1M0.0%IndexLowNew York, NY2026-11-05
Bank of New York Mellon Corp
121,107$1.0M0.0%CoreLowNew York, NY2026-11-05
Aaron Wealth Advisors LLC
93,095$803.4K0.0%GrowthMediumChicago, IL2026-10-13
Abacus Wealth Partners, LLC
88,790$766.3K0.1%ETFLowSanta Monica, CA2026-11-03
Wealthstar Advisors, LLC
80,888$698.1K0.2%ETFMediumPlano, TX2026-10-19
Evergreen Capital Management LLC
79,969$690.1K0.0%GARPMediumBellevue, WA2026-10-23
Olio Financial Planning
71,009$612.8K0.2%ETFVery LowMclean, VA2026-10-22
HUB Investment Partners, LLC
68,344$589.8K0.0%GrowthLowAustin, TX2026-11-03
Factory Mutual Insurance Co
59,398$512.6K0.0%GrowthLowWaltham, MA2026-10-30
Versant Capital Management, Inc
55,224$476.6K0.0%GARPLowPhoenix, AZ2026-10-02
Wealth Enhancement Advisory Services, LLC
55,212$456.6K0.0%CoreLowPlymouth, MN2026-10-13
Highland Capital Management, LLC
53,027$457.6K0.0%GrowthMediumMemphis, TN2026-10-26
Choreo, LLC
52,890$456.4K0.0%IndexLowRockford, IL2026-10-28
Kestra Private Wealth Services, LLC
45,943$396.5K0.0%GrowthLowAustin, TX2026-10-30
Jackson Square Capital, LLC
40,113$346.2K0.1%Agg GrowthMediumSan Francisco, CA2026-10-19
Kingdom Financial Group Llc.
36,106$311.6K0.1%ETFMediumPeoria, AZ2026-11-04
Prime Capital Investment Advisors, LLC
35,725$308.3K0.0%ETFLowOverland Park, KS2026-10-20
J.W. Cole Advisors, Inc.
34,730$299.7K0.0%IndexLowTampa, FL2026-11-05
Allspring Global Investments Holdings, LLC
32,092$272.5K0.0%CoreMediumCharlotte, NC2026-11-04
OpenArc Corporate Advisory, LLC
29,219$252.2K0.0%GrowthLowAtlanta, GA2026-10-21
HB Wealth Management, LLC
27,791$239.8K0.0%IndexVery LowAtlanta, GA2026-10-23
Kathmere Capital Management, LLC
26,831$231.6K0.0%ETFLowWayne, PA2026-10-20
Parallel Advisors, LLC
24,859$214.5K0.0%IndexLowSan Francisco, CA2026-11-03
Baron Wealth Management LLC
24,517$211.6K0.1%CoreLowTroy, MI2026-10-27
PDS Planning, Inc
24,194$208.8K0.0%IndexVery LowDublin, OH2026-11-03
55 North Private Wealth, LLC
22,457$193.8K0.0%ETFLowWinter Park, FL2026-10-20
Truist Financial Corp
21,455$185.2K0.0%CoreLowCharlotte, NC2026-10-30
Sage Rhino Capital LLC
20,549$177.3K0.0%ETFLowMenlo Park, CA2026-10-28
May Hill Capital, LLC
19,211$165.8K0.0%ETFLowCohasset, MA2026-11-03
TD Waterhouse Canada Inc.
16,274$138.0K0.0%CoreLowToronto, Australia2026-10-16
Accel Wealth Management
15,684$135.4K0.0%ETFLowWaverly, IA2026-10-13
EverSource Wealth Advisors, LLC
15,008$129.5K0.0%CoreMediumBirmingham, AL2026-11-04
Boit C F David
14,695$126.8K0.1%CoreVery LowBoston, MA2026-10-29
Keybank National Association
14,674$126.6K0.0%CoreLowBrooklyn, OH2026-11-04
Franklin Street Advisors Inc
14,551$125.6K0.0%GrowthMediumChapel Hill, NC2026-10-13
First Affirmative Financial Network
14,332$123.7K0.0%CoreN/AColorado Springs, CO2026-10-21
Henry James International Management Inc.
14,295$123.4K0.0%GARPLowNew York, NY2026-10-14
Gamma Investing LLC
13,943$120.3K0.0%IndexVery LowFoster City, CA2026-10-08
Wealthcare Advisory Partners LLC
13,930$120.2K0.0%ETFLowWest Chester, PA2026-10-21
Vise Technologies, Inc.
12,879$111.1K0.0%IndexLowNew York, NY2026-10-29
Argos Wealth Advisors, LLC
12,436$107.3K0.0%GrowthLowSacramento, CA2026-11-02
Mather Group, Llc.
12,298$106.1K0.0%ETFMediumChicago, IL2026-10-14
Glenview Trust Co
12,157$104.9K0.0%GrowthVery LowLouisville, KY2026-10-28
AlphaCore Capital LLC
11,877$102.5K0.0%ETFLowLa Jolla, CA2026-11-04
Cornerstone Wealth Group, LLC
11,455$98.9K0.0%CoreMediumHuntersville, NC2026-11-02
SYM Financial Corp
11,353$98.0K0.0%ETFVery LowWinona Lake, IN2026-10-26
Central Pacific Bank - Trust Division
11,100$95.8K0.0%CoreMediumHonolulu, HI2026-10-06
Wedmont Private Capital
10,803$89.3K0.0%IndexVery LowWest Chester, PA2026-10-09
Range Financial Group LLC
10,507$90.7K0.0%GARPMediumTigard, OR2026-10-21
Affinity Capital Advisors, LLC
10,452$86.1K0.0%ETFLowBerkeley, CA2026-10-13
Anchyra Partners LLC
10,438$90.1K0.0%CoreLowAtlanta, GA2026-10-13
Farther Finance Advisors, LLC
10,331$89.2K0.0%IndexLowSan Francisco, CA2026-10-08
Atria Investments, Inc
10,280$88.7K0.0%CoreMediumCharlotte, NC2026-10-15
Angeles Wealth Management, LLC
10,117$87.3K0.0%ETFLowSanta Monica, CA2026-10-26
Cromwell Holdings LLC
9,692$83.6K0.0%IndexLowJackson, WY2026-10-28
Eastern Bank
6,517$56.2K0.0%GrowthMediumBoston, MA2026-10-05
Pinnacle Wealth Planning Services, Inc.
5,580$48.2K0.0%GARPLowMansfield, OH2026-10-27
Citigroup Inc
4,891$42.2K0.0%CoreMediumNew York, NY2026-11-04
Blue Trust, Inc.
4,437$38.3K0.0%ETFLowBrentwood, TN2026-10-15
Independence Bank of Kentucky
4,000$34.5K0.0%GrowthLowOwensboro, KY2026-10-26
Pathway Financial Advisers, LLC
3,644$31.4K0.0%CoreLowAuburn, IN2026-10-27
Provenance Wealth Advisors, LLC
3,281$28.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
True Wealth Design, LLC
3,152$27.2K0.0%ETFMediumAkron, OH2026-10-13
Ares Financial Consulting, LLC
3,032$26.2K0.0%CoreLowCalabasas, CA2026-10-19
MassMutual Private Wealth & Trust, FSB
2,990$25.8K0.0%CoreLowSpringfield, MA2026-10-05
Assetmark, Inc
2,605$22.5K0.0%ETFLowConcord, CA2026-10-21
Larson Financial Group LLC
2,176$18.8K0.0%GrowthLowSt Louis, MO2026-11-05
William B. Walkup & Associates, Inc.
2,094$18.1K0.0%ValueLowColumbia, SC2026-11-05
Fifth Third Bancorp
1,958$16.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Proathlete Wealth Management LLC
1,875$16.2K0.0%ETFVery LowBoca Raton, FL2026-10-15
Parkside Financial Bank & Trust
1,867$16.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Triumph Capital Management
1,750$15.1K0.0%ETFMediumDenver, CO2026-10-14
Montag A & Associates Inc
1,739$15.0K0.0%CoreLowAtlanta, GA2026-10-29
Loring Wolcott & Coolidge Fiduciary Advisors LLP
1,610$13.9K0.0%GrowthVery LowBoston, MA2026-10-23
Gleason Group, Inc.
1,538$13.3K0.0%ETFVery LowProspect, KY2026-10-15
SJS Investment Consulting Inc.
1,386$12.0K0.0%ETFVery LowSylvania, OH2026-10-26
Essential Partners LLC
1,354$11.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Clean Yield Group
1,259$10.9K0.0%CoreLowNorwich, VT2026-10-28
Evermay Wealth Management LLC
1,249$10.8K0.0%ETFLowArlington, VA2026-11-05
Manchester Capital Management LLC
1,204$10.4K0.0%CoreLowManchester, VT2026-10-22
Financial Consulate, Inc
1,134$9.8K0.0%ETFLowHunt Valley, MD2026-10-23
Bell Investment Advisors, Inc
1,042$9.0K0.0%ETFVery LowOrinda, CA2026-10-29
Elevation Wealth Partners, LLC
1,025$8.8K0.0%ETFLowWalnut Creek, CA2026-10-07
Root Financial Partners, LLC
1,023$8.8K0.0%ETFMediumEncinitas, CA2026-10-21
Owl Creek Wealth Partners LLC
943$8.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Pillar Financial Advisors, LLC
930$8.0K0.0%ETFVery LowLouisville, KY2026-10-21
James T. Borello RIA
909$7.8K0.0%ETFVery LowEast Dundee, IL2026-10-16
Nisa Investment Advisors, LLC
730$6.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Caitong International Asset Management Co., Ltd
716$6.2K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Golden State Wealth Management, LLC
585$5.1K0.0%ETFMediumSanta Ana, CA2026-11-02
MTM Investment Management, LLC
501$4.3K0.0%CoreVery LowSpartanburg, SC2026-10-30
Elyxium Wealth, LLC
493$4.3K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
JFS Wealth Advisors, LLC
473$4.1K0.0%ETFVery LowHermitage, PA2026-11-03
Silver Grove Financial Group, Inc.
470$4.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Caldwell Trust Co
469$4.0K0.0%GrowthLowVenice, FL2026-10-30
Compass Financial Management LLC
400$3.5K0.0%CoreN/ATampa, FL2026-10-30
Arlington Trust Co LLC
398$3.4K0.0%ETFMediumBirmingham, AL2026-10-20
St. Johns Investment Management Company, LLC
354$3.1K0.0%CoreVery LowJacksonville, FL2026-10-30
TD Private Client Wealth LLC
349$3.0K0.0%ETFLowNew York, NY2026-10-28
Ascentis Wealth Management, LLC
291$2.5K0.0%Agg GrowthLowDallas, TX2026-11-03
Creative Financial Designs Inc
261$2.3K0.0%ETFMediumKokomo, IN2026-11-04
Asset Planning,Inc
218$1.9K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Salomon & Ludwin, LLC
173$1.5K0.0%ETFVery LowRichmond, VA2026-10-29
Jacobi Capital Management LLC
171$1.5K0.0%CoreLowPittston, PA2026-11-05
Highline Wealth Partners LLC
163$1.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
Physician Wealth Advisors, Inc.
152$1.3K0.0%ETFMediumMidvale, UT2026-10-20
Ascentis Independent Advisors
126$1.1K0.0%ETFLowDallas, TX2026-11-03
UMB Private Wealth Management, LLC
121$1.0K0.0%GrowthN/AKansas City, MO2026-10-19
Burk Holdings LLC
109$9410.0%ETFVery LowTulsa, OK2026-11-05
GHP Investment Advisors, Inc.
106$9150.0%CoreVery LowDenver, CO2026-10-15
CrossGen Wealth, LLC
94$8110.0%CoreVery LowGreenville, NC2026-10-30
Planning Strategies Inc.
94$8110.0%ETFN/ALancaster, PA2026-10-02
Financial Network Wealth Advisors LLC
86$7420.0%ETFLowMurray, UT2026-10-28
North Star Investment Management Corp.
59$5090.0%CoreLowChicago, IL2026-10-27
MV Capital Management, Inc.
44$3800.0%ETFLowBethesda, MD2026-10-29
RMG Wealth Management LLC
40$3280.0%ETFVery HighPlatteville, WI2026-10-26
Pacific Center for Financial Services
36$3110.0%ETFMediumDanville, CA2026-10-15
Monetary Solutions, Ltd
21$1810.0%ETFVery LowDayton, OH2026-10-22
CoreCap Advisors, LLC
18$1550.0%ETFMediumSouthfield, MI2026-10-08
New England Capital Financial Advisors LLC
11$950.0%ETFLowMeriden, CT2026-11-03
Gilpin Wealth Management, LLC
5$440.0%GrowthLowDenver, CO2026-10-09
Cedar Mountain Advisors, LLC
2$170.0%ETFVery LowLake Oswego, OR2026-10-15