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Affirm Holdings Inc (AFRM)

CUSIP: 00827B106 | NYSE | Financial Services · Credit Services | Large Cap | 1566 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

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
13G/AFMR LLC13,936,7024.7%Newly reportedSep 30, 202692d ahead of 13F (17,581,656 sh) · −3,644,954
13G/AFMR LLC13,936,702
4.7% of class · Sep 30, 2026Newly reported
92d ahead of 13F (17,581,656 sh) · −3,644,954

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,653,755
0.0% of portfolio›$114.5M
Allspring Global Investments Holdings, LLC1,489,226
0.2% of portfolio›$104.9M
Bank of New York Mellon Corp922,882
0.0% of portfolio›$63.9M
Daiwa Securities Group Inc.916,263
0.1% of portfolio›$63.4M
Citigroup Inc803,410
0.0% of portfolio›$55.6M
Allen Operations LLC721,382
5.2% of portfolio›$49.9M
Pacific Heights Asset Management LLC550,000
1.2% of portfolio›$38.1M
Sumitomo Mitsui Trust Group, Inc.528,628
0.0% of portfolio›$36.6M
Congress Asset Management Co439,115
0.2% of portfolio›$30.4M
Mitsubishi UFJ Asset Management Co., Ltd.430,068
0.0% of portfolio›$29.8M
Artemis Investment Management LLP375,534
0.2% of portfolio›$26.0M
Diversify Wealth Management, LLC307,734
0.3% of portfolio›$23.4M
Diversify Advisory Services, LLC307,734
0.3% of portfolio›$23.4M
Allen Holding Inc230,000
1.4% of portfolio›$15.9M
Signature Estate & Investment Advisors LLC196,210
0.2% of portfolio›$13.6M
BI Asset Management Fondsmaeglerselskab A/S180,769
0.2% of portfolio›$12.5M
Catalyst Private Wealth, LLC125,236
3.6% of portfolio›$8.7M
Pictet Asset Management Holding SA121,482
0.0% of portfolio›$8.4M
Allen Investment Management, LLC116,683
0.1% of portfolio›$8.1M
Imc-Chicago, LLC108,011
0.0% of portfolio›$7.5M
Asset Management One Co., Ltd.104,257
0.0% of portfolio›$7.2M
Omega Financial Group, LLC103,627
2.2% of portfolio›$7.2M
State of New Jersey Common Pension Fund D90,601
0.0% of portfolio›$6.3M
Fjarde Ap-Fonden TH Swedish National Pension Fund88,915
0.0% of portfolio›$6.2M
Mn Services Vermogensbeheer B.V.80,900
0.1% of portfolio›$5.6M
Royal Fund Management, LLC78,244
0.4% of portfolio›$5.4M
Arizona State Retirement System76,374
0.0% of portfolio›$5.3M
Creative Planning73,186
0.0% of portfolio›$5.1M
IFM Investors Pty Ltd65,477
0.0% of portfolio›$4.5M
Xponance LLC64,847
0.0% of portfolio›$4.5M
Robeco Institutional Asset Management B.V.60,000
0.0% of portfolio›$4.2M
SEB Asset Management AB56,940
0.0% of portfolio›$3.9M
Mount Vernon Associates Inc51,825
3.8% of portfolio›$3.6M
Jefferies Financial Group Inc.51,249
0.0% of portfolio›$3.5M
Linden Thomas Advisory Services, LLC49,128
0.3% of portfolio›$3.4M
KBC Group NV46,045
0.0% of portfolio›$3.2M
Fideuram Asset Management (Ireland) dac46,007
0.1% of portfolio›$3.5M
Truist Financial Corp44,470
0.0% of portfolio›$3.1M
Wakefield Asset Management Lllp41,222
0.7% of portfolio›$2.9M
ASR Vermogensbeheer N.V.40,715
0.0% of portfolio›$2.8M
Compound Planning, Inc.38,720
0.1% of portfolio›$2.7M
DekaBank Deutsche Girozentrale37,759
0.0% of portfolio›$2.7K
J. Safra Sarasin Holding AG37,724
0.0% of portfolio›$2.6M
Commonwealth Equity Services, LLC36,923
0.0% of portfolio›$2.6M
Integris Wealth Management, LLC36,129
0.5% of portfolio›$2.5M
NLB Skladi, upravljanje premozenja, d.o.o.33,359
0.1% of portfolio›$2.3M
TD Waterhouse Canada Inc.32,364
0.0% of portfolio›$2.3M
OP Asset Management Ltd32,263
0.0% of portfolio›$2.2M
Atlantic Edge Private Wealth Management, LLC30,515
0.4% of portfolio›$2.1M
US Bancorp \de\30,049
0.0% of portfolio›$2.1M
PensionDanmark Pensionsforsikringsaktieselskab29,310
0.0% of portfolio›$2.0M
Oppenheimer Asset Management Inc.28,324
0.0% of portfolio›$2.0M
Nisa Investment Advisors, LLC27,873
0.0% of portfolio›$1.9M
Sumitomo Mitsui DS Asset Management Company, Ltd26,603
0.0% of portfolio›$1.8M
Swiss Life Asset Management Ltd26,390
0.0% of portfolio›$1.8M
Advisory Resource Group24,242
0.2% of portfolio›$1.7M
Nvwm, LLC23,933
0.3% of portfolio›$1.7M
ABN Amro Investment Solutions23,785
0.0% of portfolio›$1.6M
Consolidated Investment Group LLC23,475
0.1% of portfolio›$1.6M
Herbst Group, LLC21,950
0.9% of portfolio›$1.5M
Thrivent Financial for Lutherans21,781
0.0% of portfolio›$702.8K
Gulf International Bank (UK) Ltd20,877
0.1% of portfolio›$1.4M
Alps Advisors Inc20,691
0.0% of portfolio›$1.4M
Amalgamated Bank20,255
0.0% of portfolio›$1.4M
Nicholas Hoffman & Company, Llc.19,966
0.0% of portfolio›$1.4M
RFG Advisory, LLC19,457
0.0% of portfolio›$1.3M
BG Investment Services, LLC19,008
0.2% of portfolio›$1.3M
Biltmore Family Office, LLC18,971
0.2% of portfolio›$1.3M
OpenArc Corporate Advisory, LLC18,959
0.0% of portfolio›$1.3M
Vontobel Holding Ltd.18,506
0.0% of portfolio›$1.3M
Gateway Investment Advisers LLC18,202
0.0% of portfolio›$1.3M
Rakuten Investment Management, Inc.18,182
0.0% of portfolio›$1.3M
Inspire Investing, LLC17,708
0.1% of portfolio›$1.2M
Prospera Financial Services Inc17,471
0.0% of portfolio›$1.3M
Maryland State Retirement & Pension System17,035
0.0% of portfolio›$1.2M
Candriam S.C.A.16,549
0.0% of portfolio›$1.1M
Mission Wealth Management, LP15,661
0.0% of portfolio›$1.1M
Wealth Enhancement Advisory Services, LLC15,652
0.0% of portfolio›$1.2M
Simplicity Wealth,LLC15,134
0.0% of portfolio›$1.0M
SBI Securities Co., Ltd.14,830
0.0% of portfolio›$1.0M
J.Safra Asset Management Corp14,826
0.0% of portfolio›$1.0M
Oppenheimer & Co Inc14,633
0.0% of portfolio›$1.0M
Partners Wealth Management, LLC13,953
0.1% of portfolio›$966.0K
CIBC Asset Management Inc13,786
0.0% of portfolio›$954.4K
Swedbank AB13,772
0.0% of portfolio›$953.4K
Choreo, LLC13,476
0.0% of portfolio›$932.9K
Myecfo, LLC13,175
0.3% of portfolio›$912.1K
Cache Advisors, LLC11,640
0.0% of portfolio›$805.8K
Vise Technologies, Inc.11,627
0.0% of portfolio›$804.9K
Rhodes Investment Advisors Inc11,378
0.6% of portfolio›$787.7K
Calamos Advisors LLC11,021
0.0% of portfolio›$763.0K
Paragon Capital Management Ltd10,770
0.1% of portfolio›$745.6K
White Lighthouse Investment Management Inc.9,945
0.1% of portfolio›$688.5K
Fifth Third Bancorp9,930
0.0% of portfolio›$687.5K
Wedmont Private Capital9,643
0.0% of portfolio›$744.0K
Park Avenue Securities LLC9,521
0.0% of portfolio›$659.0K
UniSuper Management Pty Ltd9,278
0.0% of portfolio›$642.3K
Encompass More Asset Management9,119
0.1% of portfolio›$631.3K
Quadcap Wealth Management, LLC9,087
0.1% of portfolio›$629.1K
Atria Investments, Inc8,979
0.0% of portfolio›$621.6K
111 Capital8,916
0.1% of portfolio›$617.3K
Fideuram - Intesa Sanpaolo Private Banking S.P.A.8,749
0.0% of portfolio›$605.7K
North Dakota State Investment Board8,578
0.0% of portfolio›$593.9K
B. Metzler seel. Sohn & Co. AG8,356
0.0% of portfolio›$578.5K
Cambridge Investment Research Advisors, Inc.8,332
0.0% of portfolio›$577.0K
Wespac Advisors, LLC8,310
0.3% of portfolio›$575.3K
Gibbs Wealth Management8,131
0.1% of portfolio›$562.9K
Ethic Inc.7,935
0.0% of portfolio›$549.3K
HB Wealth Management, LLC7,829
0.0% of portfolio›$520.6K
Praxis Investment Management Inc7,823
0.1% of portfolio›$542.0K
Lido Advisors, LLC7,800
0.0% of portfolio›$540.0K
Kestra Advisory Services, LLC7,742
0.0% of portfolio›$535.9K
Signaturefd, LLC7,587
0.0% of portfolio›$525.2K
First National Trust Co7,500
0.0% of portfolio›$519.2K
Pacific Sage Partners, LLC7,470
0.1% of portfolio›$517.1K
Central Pacific Bank - Trust Division7,241
0.1% of portfolio›$501.3K
Blue Trust, Inc.7,009
0.0% of portfolio›$485.2K
Shearwater Capital LLC7,000
0.2% of portfolio›$484.6K
MacKenzie Financial Corp6,951
0.0% of portfolio›$481.2K
E. Ohman J:or Asset Management AB6,760
0.0% of portfolio›$468.0K
Independent Financial Group, LLC6,675
0.0% of portfolio›$462.1K
Portside Wealth Group, LLC6,571
0.1% of portfolio›$454.9K
Gamma Investing LLC6,557
0.0% of portfolio›$453.9K
Evergreen Capital Management LLC6,487
0.0% of portfolio›$449.1K
Avior Wealth Management, LLC6,452
0.0% of portfolio›$446.7K
Huntleigh Advisors, Inc.6,257
0.1% of portfolio›$433.2K
Cravens & Co Advisors, LLC6,077
0.3% of portfolio›$420.7K
Alliance Wealth Advisors, LLC5,828
0.1% of portfolio›$403.5K
Fulcrum Asset Management LLP5,753
0.0% of portfolio›$398.7K
Parallel Advisors, LLC5,743
0.0% of portfolio›$397.6K
Ag2r LA Mondiale Gestion D'actifs5,728
0.0% of portfolio›$396.5K
Farther Finance Advisors, LLC5,728
0.0% of portfolio›$396.6K
Kestra Private Wealth Services, LLC5,723
0.0% of portfolio›$396.2K
Sagespring Wealth Partners, LLC5,554
0.0% of portfolio›$384.5K
Keybank National Association5,539
0.0% of portfolio›$383.5K
Leonteq Securities AG5,510
0.0% of portfolio›$381.5K
Vann Equity Management LLC5,084
0.2% of portfolio›$352.0K
Norden Group LLC4,985
0.0% of portfolio›$345.1K
Apollon Wealth Management, LLC4,824
0.0% of portfolio›$334.0K
AlphaCore Capital LLC4,740
0.0% of portfolio›$328.2K
State of Wyoming4,713
0.0% of portfolio›$326.3K
Strs Ohio4,538
0.0% of portfolio›$314.2K
Chicago Partners Investment Group LLC4,512
0.0% of portfolio›$316.2K
Versant Capital Management, Inc4,481
0.0% of portfolio›$310.2K
Aaron Wealth Advisors LLC4,132
0.0% of portfolio›$286.1K
Pictet North America Advisors SA4,092
0.0% of portfolio›$283.3K
Ritholtz Wealth Management4,036
0.0% of portfolio›$279.4K
Arista Wealth Management, LLC4,016
0.0% of portfolio›$278.0K
IFP Advisors, Inc3,978
0.0% of portfolio›$275.4K
Seelaus Asset Management LLC3,962
0.2% of portfolio›$274.3K
Harel Insurance Investments & Financial Services Ltd.3,951
0.0% of portfolio›$270
Elevation Point Wealth Partners, LLC3,932
0.0% of portfolio›$272.2K
Yousif Capital Management, LLC3,914
0.0% of portfolio›$271.0K
Cyndeo Wealth Partners, LLC3,879
0.0% of portfolio›$268.5K
Prime Capital Investment Advisors, LLC3,838
0.0% of portfolio›$265.7K
HUB Investment Partners, LLC3,758
0.0% of portfolio›$260.2K
Frank, Rimerman Advisors LLC3,739
0.0% of portfolio›$258.9K
Axxcess Wealth Management, LLC3,602
0.0% of portfolio›$249.4K
Wedbush Securities Inc3,576
0.0% of portfolio›$248.0K
Rareview Capital LLC3,541
0.1% of portfolio›$245.1K
SeaCrest Wealth Management, LLC3,495
0.0% of portfolio›$242.0K
iA Global Asset Management Inc.3,430
0.0% of portfolio›$237.0K
Gables Capital Management Inc.3,400
0.1% of portfolio›$235.4K
EverSource Wealth Advisors, LLC3,272
0.0% of portfolio›$226.5K
Creative Financial Designs Inc3,236
0.0% of portfolio›$224.0K
Citizens Financial Group Inc3,094
0.0% of portfolio›$214.2K
Brighton Jones LLC3,019
0.0% of portfolio›$209.0K
Machina Capital S.A.S.3,007
0.0% of portfolio›$208.2K
Congress Park Capital LLC3,000
0.1% of portfolio›$207.7K
Balefire, LLC2,954
0.0% of portfolio›$204.5K
Mutual of America Capital Management LLC2,908
0.0% of portfolio›$201.3K
Spire Wealth Management2,842
0.0% of portfolio›$196.8K
Birch Financial Group, LLC2,732
0.1% of portfolio›$189.1K
Rakuten Securities, Inc.2,727
0.1% of portfolio›$188.8K
Rydar Equities, Inc.2,155
0.1% of portfolio›$162.3K
Nfsg Corp2,108
0.0% of portfolio›$145.9K
Larson Financial Group LLC2,080
0.0% of portfolio›$144.0K
Mirae Asset Global Investments Co., Ltd.1,501
0.0% of portfolio›$103.9K
Oslo Pensjonsforsikring AS1,473
0.0% of portfolio›$102.0K
Harbor Investment Advisory, LLC1,407
0.0% of portfolio›$97.4K
Lanark Financial, Inc.1,394
0.0% of portfolio›$96.5K
GK Wealth Management LLC1,275
0.0% of portfolio›$88.3K
Westside Investment Management, Inc.1,170
0.0% of portfolio›$81.0K
Elyxium Wealth, LLC1,123
0.0% of portfolio›$77.7K
Exchange Traded Concepts, LLC1,080
0.0% of portfolio›$74.8K
Cullen T Bankers, Inc.1,046
0.0% of portfolio›$72.4K
Livforsakringsbolaget Skandia, Omsesidigt1,000
0.0% of portfolio›$69.2K
Heritage Family Offices, LLP862
0.0% of portfolio›$59.7K
Ascentis Independent Advisors854
0.0% of portfolio›$59.1K
Root Financial Partners, LLC845
0.0% of portfolio›$58.5K
Fortitude Family Office, LLC834
0.0% of portfolio›$57.7K
Blume Capital Management, Inc.690
0.0% of portfolio›$47.8K
Valley National Advisers Inc688
0.0% of portfolio›$47.6K
Sterling Capital Management LLC639
0.0% of portfolio›$44.2K
Mather Group, Llc.613
0.0% of portfolio›$42.5K
Washington Trust Advisors, Inc.593
0.0% of portfolio›$41.1K
Capital Advisors, Ltd. LLC489
0.0% of portfolio›$34.0K
Reyes Financial Architecture, Inc.452
0.0% of portfolio›$31.3K
V-Square Quantitative Management LLC451
0.0% of portfolio›$31.2K
Triumph Capital Management428
0.0% of portfolio›$29.6K
Ascentis Wealth Management, LLC412
0.0% of portfolio›$28.5K
Assetmark, Inc358
0.0% of portfolio›$24.8K
Owl Creek Wealth Partners LLC290
0.0% of portfolio›$20.1K
Bayforest Capital Ltd276
0.0% of portfolio›$19.1K
Signature Equity Partners, LLC275
0.0% of portfolio›$19.0K
MassMutual Private Wealth & Trust, FSB266
0.0% of portfolio›$18.4K
Holos Integrated Wealth LLC259
0.0% of portfolio›$18.9K
Private Wealth Management Group, LLC252
0.0% of portfolio›$17.4K
CX Institutional252
0.0% of portfolio›$17
Bell Investment Advisors, Inc194
0.0% of portfolio›$13.4K
Avion Wealth190
0.0% of portfolio›$13
TD Private Client Wealth LLC189
0.0% of portfolio›$13.1K
Pinnacle Wealth Planning Services, Inc.164
0.0% of portfolio›$11.4K
Raiffeisen Bank International AG156
0.0% of portfolio›$10.8K
JFS Wealth Advisors, LLC149
0.0% of portfolio›$10.3K
Elevation Wealth Partners, LLC137
0.0% of portfolio›$9.5K
Covestor Ltd126
0.0% of portfolio›$9
Aspect Partners, LLC114
0.0% of portfolio›$7.9K
DeDora Capital, Inc.111
0.0% of portfolio›$7.7K
Financial Consulate, Inc104
0.0% of portfolio›$7.2K
Cromwell Holdings LLC104
0.0% of portfolio›$7.2K
Bayban100
0.0% of portfolio›$8.2K
Bank Julius Baer & Co. Ltd, Zurich100
0.0% of portfolio›$6.9K
Tower View Wealth Management LLC100
0.0% of portfolio›$6.9K
Balance Wealth Partners LLC95
0.0% of portfolio›$6.6K
Physician Wealth Advisors, Inc.95
0.0% of portfolio›$6.6K
Provenance Wealth Advisors, LLC83
0.0% of portfolio›$5.7K
Montag A & Associates Inc83
0.0% of portfolio›$5.7K
CoreCap Advisors, LLC76
0.0% of portfolio›$5.3K
True Wealth Design, LLC76
0.0% of portfolio›$5.3K
Transce3nd, LLC72
0.0% of portfolio›$5.3K
SJS Investment Consulting Inc.70
0.0% of portfolio›$4.8K
Cedar Mountain Advisors, LLC67
0.0% of portfolio›$4.6K
Silver Grove Financial Group, Inc.66
0.0% of portfolio›$4.6K
Armstrong Advisory Group, Inc65
0.0% of portfolio›$4.5K
Hughes Financial Services, LLC56
0.0% of portfolio›$4.2K
Parkside Financial Bank & Trust56
0.0% of portfolio›$3.9K
City State Bank55
0.0% of portfolio›$3.8K
Arlington Trust Co LLC53
0.0% of portfolio›$3.7K
Torren Management, LLC53
0.0% of portfolio›$3.7K
James T. Borello RIA46
0.0% of portfolio›$3.2K
Retirement Wealth Solutions LLC45
0.0% of portfolio›$3.1K
Bay Harbor Wealth Management, LLC40
0.0% of portfolio›$2.8K
Creative Capital Management Investments LLC39
0.0% of portfolio›$2.7K
North Star Investment Management Corp.38
0.0% of portfolio›$2.6K
Toth Financial Advisory Corp34
0.0% of portfolio›$2.4K
DiNuzzo Private Wealth, Inc.32
0.0% of portfolio›$2.2K
Jacobi Capital Management LLC32
0.0% of portfolio›$2.2K
Winthrop Capital Management, LLC25
0.0% of portfolio›$1.7K
American Capital Advisory, LLC25
0.0% of portfolio›$1.7K
Rossby Financial, LCC25
0.0% of portfolio›$1.7K
Financial Network Wealth Advisors LLC23
0.0% of portfolio›$1.6K
Asset Dedication, LLC22
0.0% of portfolio›$1.5K
Hilton Head Capital Partners, LLC22
0.0% of portfolio›$1.5K
Planning Strategies Inc.21
0.0% of portfolio›$1.5K
Essential Partners LLC19
0.0% of portfolio›$1.3K
William Mack & Associates, Inc.19
0.0% of portfolio›$1.3K
Marquette Asset Management, LLC18
0.0% of portfolio›$1.2K
Davis Capital Management16
0.0% of portfolio›$1.1K
Tradewinds Capital Management, LLC15
0.0% of portfolio›$1.0K
First Horizon Corp15
0.0% of portfolio›$1.0K
Barnes Dennig Private Wealth Management LLC14
0.0% of portfolio›$969
Abound Wealth Management13
0.0% of portfolio›$900
PayPay Securities Corp13
0.0% of portfolio›$900
Team Financial Group, LLC12
0.0% of portfolio›$831
Bare Financial Services, Inc11
0.0% of portfolio›$762
DecisionPoint Financial, LLC11
0.0% of portfolio›$775
Private Trust Co NA11
0.0% of portfolio›$762
MV Capital Management, Inc.10
0.0% of portfolio›$693
Albion Financial Group9
0.0% of portfolio›$630
Burk Holdings LLC8
0.0% of portfolio›$554
Align Financial, LLC6
0.0% of portfolio›$415
Quaker Wealth Management, LLC5
0.0% of portfolio›$347
Birchwood Financial Partners, Inc.5
0.0% of portfolio›$346
Godsey & Gibb, Inc5
0.0% of portfolio›$347
Center for Financial Planning, Inc.3
0.0% of portfolio›$207
Monetary Solutions, Ltd2
0.0% of portfolio›$138
Maryland Capital Advisors Inc.2
0.0% of portfolio›$139
GHP Investment Advisors, Inc.2
0.0% of portfolio›$139
Manchester Capital Management LLC2
0.0% of portfolio›$139
TFC Financial Management, Inc.1
0.0% of portfolio›$70
Gilpin Wealth Management, LLC1
0.0% of portfolio›$70
Central Trust Co0
0.0% of portfolio›$25
Horizon Financial Services, LLC0
0.0% of portfolio›$0
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$14
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,653,755$114.5M0.0%IndexLowAustin, TX2026-11-04
Allspring Global Investments Holdings, LLC
1,489,226$104.9M0.2%CoreMediumCharlotte, NC2026-11-04
Bank of New York Mellon Corp
922,882$63.9M0.0%CoreLowNew York, NY2026-11-05
Daiwa Securities Group Inc.
916,263$63.4M0.1%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Citigroup Inc
803,410$55.6M0.0%CoreMediumNew York, NY2026-11-04
Allen Operations LLC
721,382$49.9M5.2%GrowthVery LowNew York, NY2026-11-03
Pacific Heights Asset Management LLC
550,000$38.1M1.2%CoreVery LowSan Francisco, CA2026-11-03
Sumitomo Mitsui Trust Group, Inc.
528,628$36.6M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Congress Asset Management Co
439,115$30.4M0.2%GrowthMediumBoston, MA2026-10-06
Mitsubishi UFJ Asset Management Co., Ltd.
430,068$29.8M0.0%IndexVery LowTokyo, Mexico2026-11-05
Artemis Investment Management LLP
375,534$26.0M0.2%GARPHighEdinburgh, United Kingdom2026-10-08
Diversify Wealth Management, LLC
307,734$23.4M0.3%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
307,734$23.4M0.3%GrowthLowSandy, UT2026-10-20
Allen Holding Inc
230,000$15.9M1.4%YieldVery LowNew York, NY2026-11-03
Signature Estate & Investment Advisors LLC
196,210$13.6M0.2%ETFMediumLos Angeles, CA2026-10-13
BI Asset Management Fondsmaeglerselskab A/S
180,769$12.5M0.2%CoreMediumKobenhavn, Greece2026-10-22
Catalyst Private Wealth, LLC
125,236$8.7M3.6%ETFVery LowSan Mateo, CA2026-10-13
Pictet Asset Management Holding SA
121,482$8.4M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Allen Investment Management, LLC
116,683$8.1M0.1%MomentumMediumNew York, NY2026-11-03
Imc-Chicago, LLC
108,011$7.5M0.0%GARPVery HighChicago, IL2026-11-05
Asset Management One Co., Ltd.
104,257$7.2M0.0%IndexVery LowTokyo, Mexico2026-10-27
Omega Financial Group, LLC
103,627$7.2M2.2%ETFVery LowSanta Barbara, CA2026-10-29
State of New Jersey Common Pension Fund D
90,601$6.3M0.0%CoreLowTrenton, NJ2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
88,915$6.2M0.0%GrowthLowStockholm, Sweden2026-10-15
Mn Services Vermogensbeheer B.V.
80,900$5.6M0.1%CoreVery LowThe Hague, Philippines2026-10-08
Royal Fund Management, LLC
78,244$5.4M0.4%GrowthMediumLady Lake, FL2026-10-22
Arizona State Retirement System
76,374$5.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
Creative Planning
73,186$5.1M0.0%IndexVery LowOverland Park, KS2026-11-02
IFM Investors Pty Ltd
65,477$4.5M0.0%IndexVery LowMelbourne, China2026-10-14
Xponance LLC
64,847$4.5M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Robeco Institutional Asset Management B.V.
60,000$4.2M0.0%CoreMediumRotterdam, Philippines2026-10-20
SEB Asset Management AB
56,940$3.9M0.0%CoreN/AStockholm, Sweden2026-11-04
Mount Vernon Associates Inc
51,825$3.6M3.8%CoreVery LowBaltimore, MD2026-10-26
Jefferies Financial Group Inc.
51,249$3.5M0.0%CoreVery HighNew York, NY2026-11-05
Linden Thomas Advisory Services, LLC
49,128$3.4M0.3%CoreLowCharlotte, NC2026-10-19
KBC Group NV
46,045$3.2M0.0%CoreMediumBrussels, Czech Republic2026-10-22
Fideuram Asset Management (Ireland) dac
46,007$3.5M0.1%CoreHighDublin 1, Lithuania2026-10-29
Truist Financial Corp
44,470$3.1M0.0%CoreLowCharlotte, NC2026-10-30
Wakefield Asset Management Lllp
41,222$2.9M0.7%ValueMediumEnglewood, CO2026-11-05
ASR Vermogensbeheer N.V.
40,715$2.8M0.0%CoreLowUtrecht, Philippines2026-10-16
Compound Planning, Inc.
38,720$2.7M0.1%CoreLowNew York, NY2026-11-05
DekaBank Deutsche Girozentrale
37,759$2.7K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
J. Safra Sarasin Holding AG
37,724$2.6M0.0%CoreMediumBasel, Switzerland2026-10-26
Commonwealth Equity Services, LLC
36,923$2.6M0.0%ETFLowWaltham, MA2026-11-02
Integris Wealth Management, LLC
36,129$2.5M0.5%ETFVery LowMonterey, CA2026-10-14
NLB Skladi, upravljanje premozenja, d.o.o.
33,359$2.3M0.1%GrowthLowLjubljana, Andorra2026-10-22
TD Waterhouse Canada Inc.
32,364$2.3M0.0%CoreLowToronto, Australia2026-10-16
OP Asset Management Ltd
32,263$2.2M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Atlantic Edge Private Wealth Management, LLC
30,515$2.1M0.4%CoreLowJacksonville, FL2026-10-20
US Bancorp \de\
30,049$2.1M0.0%IndexLowMinneapolis, MN2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
29,310$2.0M0.0%IndexLowCopenhagen O, Greece2026-10-19
Oppenheimer Asset Management Inc.
28,324$2.0M0.0%CoreMediumNew York, NY2026-10-27
Nisa Investment Advisors, LLC
27,873$1.9M0.0%IndexVery LowSt. Louis, MO2026-10-20
Sumitomo Mitsui DS Asset Management Company, Ltd
26,603$1.8M0.0%IndexVery LowTokyo, Mexico2026-10-20
Swiss Life Asset Management Ltd
26,390$1.8M0.0%CoreLowZurich, Switzerland2026-11-03
Advisory Resource Group
24,242$1.7M0.2%GARPMediumTulsa, OK2026-10-26
Nvwm, LLC
23,933$1.7M0.3%GrowthMediumYardley, PA2026-10-14
ABN Amro Investment Solutions
23,785$1.6M0.0%GrowthLowParis Cedex 008, India2026-10-21
Consolidated Investment Group LLC
23,475$1.6M0.1%GrowthVery LowEnglewood, CO2026-11-04
Herbst Group, LLC
21,950$1.5M0.9%GrowthHighWestport, CT2026-10-20
Thrivent Financial for Lutherans
21,781$702.8K0.0%GARPMediumMinneapolis, MN2026-11-05
Gulf International Bank (UK) Ltd
20,877$1.4M0.1%CoreVery LowLondon, United Kingdom2026-10-20
Alps Advisors Inc
20,691$1.4M0.0%YieldLowDenver, CO2026-11-03
Amalgamated Bank
20,255$1.4M0.0%CoreVery LowNew York, NY2026-10-23
Nicholas Hoffman & Company, Llc.
19,966$1.4M0.0%ETFVery LowAtlanta, GA2026-10-30
RFG Advisory, LLC
19,457$1.3M0.0%ETFMediumBirmingham, AL2026-11-03
BG Investment Services, LLC
19,008$1.3M0.2%GrowthVery LowHagatna, GU2026-10-23
Biltmore Family Office, LLC
18,971$1.3M0.2%GrowthLowCharlotte, NC2026-11-03
OpenArc Corporate Advisory, LLC
18,959$1.3M0.0%GrowthLowAtlanta, GA2026-10-21
Vontobel Holding Ltd.
18,506$1.3M0.0%CoreMediumZurich, Switzerland2026-10-16
Gateway Investment Advisers LLC
18,202$1.3M0.0%GrowthLowCincinnati, OH2026-10-13
Rakuten Investment Management, Inc.
18,182$1.3M0.0%ETFMediumTokyo, Mexico2026-10-30
Inspire Investing, LLC
17,708$1.2M0.1%GARPHighMeridian, ID2026-10-22
Prospera Financial Services Inc
17,471$1.3M0.0%CoreMediumDallas, TX2026-11-04
Maryland State Retirement & Pension System
17,035$1.2M0.0%IndexVery LowBaltimore, MD2026-11-05
Candriam S.C.A.
16,549$1.1M0.0%GrowthMediumStrassen, Netherlands2026-11-03
Mission Wealth Management, LP
15,661$1.1M0.0%ETFLowSanta Barbara, CA2026-10-15
Wealth Enhancement Advisory Services, LLC
15,652$1.2M0.0%CoreLowPlymouth, MN2026-10-13
Simplicity Wealth,LLC
15,134$1.0M0.0%ETFLowSummit, NJ2026-10-23
SBI Securities Co., Ltd.
14,830$1.0M0.0%Agg GrowthLowTokyo, Mexico2026-10-22
J.Safra Asset Management Corp
14,826$1.0M0.0%ETFLowNew York, NY2026-11-03
Oppenheimer & Co Inc
14,633$1.0M0.0%CoreLowNew York, NY2026-10-26
Partners Wealth Management, LLC
13,953$966.0K0.1%CoreLowCarmel By The Sea, CA2026-10-28
CIBC Asset Management Inc
13,786$954.4K0.0%GARPLowToronto, South Africa2026-11-05
Swedbank AB
13,772$953.4K0.0%GrowthLowStockholm, Sweden2026-10-27
Choreo, LLC
13,476$932.9K0.0%IndexLowRockford, IL2026-10-28
Myecfo, LLC
13,175$912.1K0.3%ETFVery LowLa Jolla, CA2026-10-14
Cache Advisors, LLC
11,640$805.8K0.0%Agg GrowthLowSan Francisco, CA2026-10-16
Vise Technologies, Inc.
11,627$804.9K0.0%IndexLowNew York, NY2026-10-29
Rhodes Investment Advisors Inc
11,378$787.7K0.6%CoreMediumFort Worth, TX2026-10-07
Calamos Advisors LLC
11,021$763.0K0.0%GrowthMediumNaperville, IL2026-11-02
Paragon Capital Management Ltd
10,770$745.6K0.1%CoreVery LowDenver, CO2026-10-09
White Lighthouse Investment Management Inc.
9,945$688.5K0.1%ETFVery LowBedford, MA2026-10-21
Fifth Third Bancorp
9,930$687.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Wedmont Private Capital
9,643$744.0K0.0%IndexVery LowWest Chester, PA2026-10-09
Park Avenue Securities LLC
9,521$659.0K0.0%ETFMediumNew York, NY2026-10-26
UniSuper Management Pty Ltd
9,278$642.3K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Encompass More Asset Management
9,119$631.3K0.1%ETFHighDanville, CA2026-10-16
Quadcap Wealth Management, LLC
9,087$629.1K0.1%ETFLowFrisco, TX2026-11-02
Atria Investments, Inc
8,979$621.6K0.0%CoreMediumCharlotte, NC2026-10-15
111 Capital
8,916$617.3K0.1%CoreVery HighParis, India2026-11-03
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
8,749$605.7K0.0%CoreHighTurin, Latvia2026-10-22
North Dakota State Investment Board
8,578$593.9K0.0%GrowthMediumBismarck, ND2026-10-27
B. Metzler seel. Sohn & Co. AG
8,356$578.5K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Cambridge Investment Research Advisors, Inc.
8,332$577.0K0.0%ETFLowFairfield, IA2026-11-02
Wespac Advisors, LLC
8,310$575.3K0.3%ETFHighOrinda, CA2026-10-26
Gibbs Wealth Management
8,131$562.9K0.1%CoreLowAlpharetta, GA2026-10-22
Ethic Inc.
7,935$549.3K0.0%CoreLowNew York, NY2026-11-03
HB Wealth Management, LLC
7,829$520.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Praxis Investment Management Inc
7,823$542.0K0.1%CoreLowGoshen, IN2026-11-03
Lido Advisors, LLC
7,800$540.0K0.0%GrowthLowLos Angeles, CA2026-11-04
Kestra Advisory Services, LLC
7,742$535.9K0.0%CoreLowAustin, TX2026-11-02
Signaturefd, LLC
7,587$525.2K0.0%IndexLowAtlanta, GA2026-10-23
First National Trust Co
7,500$519.2K0.0%GrowthLowJohnstown, PA2026-10-28
Pacific Sage Partners, LLC
7,470$517.1K0.1%ETFLowEdmonds, WA2026-10-21
Central Pacific Bank - Trust Division
7,241$501.3K0.1%CoreMediumHonolulu, HI2026-10-06
Blue Trust, Inc.
7,009$485.2K0.0%ETFLowBrentwood, TN2026-10-15
Shearwater Capital LLC
7,000$484.6K0.2%ETFVery LowDenver, CO2026-10-13
MacKenzie Financial Corp
6,951$481.2K0.0%CoreMediumToronto Ontario, Australia2026-11-02
E. Ohman J:or Asset Management AB
6,760$468.0K0.0%GrowthMediumStockholm, Sweden2026-10-22
Independent Financial Group, LLC
6,675$462.1K0.0%GrowthLowSan Diego, CA2026-10-13
Portside Wealth Group, LLC
6,571$454.9K0.1%CoreMediumProvo, UT2026-10-20
Gamma Investing LLC
6,557$453.9K0.0%IndexVery LowFoster City, CA2026-10-08
Evergreen Capital Management LLC
6,487$449.1K0.0%GARPMediumBellevue, WA2026-10-23
Avior Wealth Management, LLC
6,452$446.7K0.0%ETFMediumOmaha, NE2026-10-13
Huntleigh Advisors, Inc.
6,257$433.2K0.1%GrowthMediumSt. Louis, MO2026-11-03
Cravens & Co Advisors, LLC
6,077$420.7K0.3%CoreMediumCookeville, TN2026-10-16
Alliance Wealth Advisors, LLC
5,828$403.5K0.1%ETFHighCenterville, UT2026-10-28
Fulcrum Asset Management LLP
5,753$398.7K0.0%CoreMediumLondon, United Kingdom2026-11-04
Parallel Advisors, LLC
5,743$397.6K0.0%IndexLowSan Francisco, CA2026-11-03
Ag2r LA Mondiale Gestion D'actifs
5,728$396.5K0.0%GrowthLowParis, India2026-10-26
Farther Finance Advisors, LLC
5,728$396.6K0.0%IndexLowSan Francisco, CA2026-10-08
Kestra Private Wealth Services, LLC
5,723$396.2K0.0%GrowthLowAustin, TX2026-10-30
Sagespring Wealth Partners, LLC
5,554$384.5K0.0%ETFLowFranklin, TN2026-10-22
Keybank National Association
5,539$383.5K0.0%CoreLowBrooklyn, OH2026-11-04
Leonteq Securities AG
5,510$381.5K0.0%CoreHighZurich, Switzerland2026-10-29
Vann Equity Management LLC
5,084$352.0K0.2%GrowthMediumPlano, TX2026-10-08
Norden Group LLC
4,985$345.1K0.0%GrowthMediumProvo, UT2026-10-20
Apollon Wealth Management, LLC
4,824$334.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
AlphaCore Capital LLC
4,740$328.2K0.0%ETFLowLa Jolla, CA2026-11-04
State of Wyoming
4,713$326.3K0.0%ValueHighCheyenne, WY2026-10-28
Strs Ohio
4,538$314.2K0.0%CoreMediumColumbus, OH2026-10-30
Chicago Partners Investment Group LLC
4,512$316.2K0.0%GARPLowChicago, IL2026-10-27
Versant Capital Management, Inc
4,481$310.2K0.0%GARPLowPhoenix, AZ2026-10-02
Aaron Wealth Advisors LLC
4,132$286.1K0.0%GrowthMediumChicago, IL2026-10-13
Pictet North America Advisors SA
4,092$283.3K0.0%GARPMediumGeneva 73, Switzerland2026-10-21
Ritholtz Wealth Management
4,036$279.4K0.0%IndexLowNew York, NY2026-11-05
Arista Wealth Management, LLC
4,016$278.0K0.0%ETFMediumLas Vegas, NV2026-10-29
IFP Advisors, Inc
3,978$275.4K0.0%GrowthLowTampa, FL2026-10-16
Seelaus Asset Management LLC
3,962$274.3K0.2%GrowthMediumChatham, NJ2026-10-14
Harel Insurance Investments & Financial Services Ltd.
3,951$2700.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Elevation Point Wealth Partners, LLC
3,932$272.2K0.0%CoreHighDenver, CO2026-11-05
Yousif Capital Management, LLC
3,914$271.0K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Cyndeo Wealth Partners, LLC
3,879$268.5K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Prime Capital Investment Advisors, LLC
3,838$265.7K0.0%ETFLowOverland Park, KS2026-10-20
HUB Investment Partners, LLC
3,758$260.2K0.0%GrowthLowAustin, TX2026-11-03
Frank, Rimerman Advisors LLC
3,739$258.9K0.0%GrowthLowPalo Alto, CA2026-10-16
Axxcess Wealth Management, LLC
3,602$249.4K0.0%CoreLowCarlsbad, CA2026-10-21
Wedbush Securities Inc
3,576$248.0K0.0%CoreLowPasadena, CA2026-10-22
Rareview Capital LLC
3,541$245.1K0.1%YieldMediumLas Vegas, NV2026-11-05
SeaCrest Wealth Management, LLC
3,495$242.0K0.0%GrowthLowPurchase, NY2026-10-21
iA Global Asset Management Inc.
3,430$237.0K0.0%GrowthMediumQuebec, Austria2026-10-29
Gables Capital Management Inc.
3,400$235.4K0.1%GrowthVery LowMiami, FL2026-11-04
EverSource Wealth Advisors, LLC
3,272$226.5K0.0%CoreMediumBirmingham, AL2026-11-04
Creative Financial Designs Inc
3,236$224.0K0.0%ETFMediumKokomo, IN2026-11-04
Citizens Financial Group Inc
3,094$214.2K0.0%GrowthLowProvidence, RI2026-10-23
Brighton Jones LLC
3,019$209.0K0.0%CoreVery LowSeattle, WA2026-11-03
Machina Capital S.A.S.
3,007$208.2K0.0%ValueVery HighParis, India2026-11-05
Congress Park Capital LLC
3,000$207.7K0.1%ValueLowSaratoga Springs, NY2026-10-13
Balefire, LLC
2,954$204.5K0.0%ETFMediumDallas, TX2026-10-09
Mutual of America Capital Management LLC
2,908$201.3K0.0%IndexLowNew York, NY2026-10-23
Spire Wealth Management
2,842$196.8K0.0%GrowthMediumMclean, VA2026-10-30
Birch Financial Group, LLC
2,732$189.1K0.1%CoreLowKeene, NH2026-10-27
Rakuten Securities, Inc.
2,727$188.8K0.1%Agg GrowthHighTokyo, Mexico2026-11-02
Rydar Equities, Inc.
2,155$162.3K0.1%CoreVery LowWeatherford, TX2026-10-13
Nfsg Corp
2,108$145.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Larson Financial Group LLC
2,080$144.0K0.0%GrowthLowSt Louis, MO2026-11-05
Mirae Asset Global Investments Co., Ltd.
1,501$103.9K0.0%GrowthLowSeoul, Malaysia2026-11-03
Oslo Pensjonsforsikring AS
1,473$102.0K0.0%ValueLowOslo, Norway2026-10-15
Harbor Investment Advisory, LLC
1,407$97.4K0.0%GrowthLowLutherville, MD2026-10-13
Lanark Financial, Inc.
1,394$96.5K0.0%CoreMediumBirmingham, AL2026-10-26
GK Wealth Management LLC
1,275$88.3K0.0%GARPVery HighReno, NV2026-10-09
Westside Investment Management, Inc.
1,170$81.0K0.0%GrowthLowSanta Monica, CA2026-11-02
Elyxium Wealth, LLC
1,123$77.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Exchange Traded Concepts, LLC
1,080$74.8K0.0%GrowthMediumOklahoma City, OK2026-10-28
Cullen T Bankers, Inc.
1,046$72.4K0.0%GrowthLowSan Antonio, TX2026-10-28
Livforsakringsbolaget Skandia, Omsesidigt
1,000$69.2K0.0%GrowthMediumStockholm, Sweden2026-10-21
Heritage Family Offices, LLP
862$59.7K0.0%GrowthHighScottsdale, AZ2026-11-02
Ascentis Independent Advisors
854$59.1K0.0%ETFLowDallas, TX2026-11-03
Root Financial Partners, LLC
845$58.5K0.0%ETFMediumEncinitas, CA2026-10-21
Fortitude Family Office, LLC
834$57.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Blume Capital Management, Inc.
690$47.8K0.0%CoreMediumBerkeley, CA2026-10-26
Valley National Advisers Inc
688$47.6K0.0%ETFLowBethlehem, PA2026-10-23
Sterling Capital Management LLC
639$44.2K0.0%GARPMediumCharlotte, NC2026-10-22
Mather Group, Llc.
613$42.5K0.0%ETFMediumChicago, IL2026-10-14
Washington Trust Advisors, Inc.
593$41.1K0.0%GrowthLowWellesley, MA2026-10-22
Capital Advisors, Ltd. LLC
489$34.0K0.0%ETFLowShaker Heights, OH2026-10-27
Reyes Financial Architecture, Inc.
452$31.3K0.0%ETFVery HighSan Diego, CA2026-10-22
V-Square Quantitative Management LLC
451$31.2K0.0%CoreLowChicago, IL2026-10-15
Triumph Capital Management
428$29.6K0.0%ETFMediumDenver, CO2026-10-14
Ascentis Wealth Management, LLC
412$28.5K0.0%Agg GrowthLowDallas, TX2026-11-03
Assetmark, Inc
358$24.8K0.0%ETFLowConcord, CA2026-10-21
Owl Creek Wealth Partners LLC
290$20.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Bayforest Capital Ltd
276$19.1K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Signature Equity Partners, LLC
275$19.0K0.0%GrowthMediumColumbus, OH2026-10-29
MassMutual Private Wealth & Trust, FSB
266$18.4K0.0%CoreLowSpringfield, MA2026-10-05
Holos Integrated Wealth LLC
259$18.9K0.0%ETFLowKennett Square, PA2026-10-23
Private Wealth Management Group, LLC
252$17.4K0.0%ETFLowPrinceton, NJ2026-10-19
CX Institutional
252$170.0%CoreMediumAuburn, IN2026-10-02
Bell Investment Advisors, Inc
194$13.4K0.0%ETFVery LowOrinda, CA2026-10-29
Avion Wealth
190$130.0%ETFLowThe Woodlands, TX2026-11-04
TD Private Client Wealth LLC
189$13.1K0.0%ETFLowNew York, NY2026-10-28
Pinnacle Wealth Planning Services, Inc.
164$11.4K0.0%GARPLowMansfield, OH2026-10-27
Raiffeisen Bank International AG
156$10.8K0.0%GrowthMediumVienna, Chile2026-10-28
JFS Wealth Advisors, LLC
149$10.3K0.0%ETFVery LowHermitage, PA2026-11-03
Elevation Wealth Partners, LLC
137$9.5K0.0%ETFLowWalnut Creek, CA2026-10-07
Covestor Ltd
126$90.0%ValueHighLondon, United Kingdom2026-10-30
Aspect Partners, LLC
114$7.9K0.0%ETFMediumFairfax, VA2026-10-20
DeDora Capital, Inc.
111$7.7K0.0%ETFVery LowNapa, CA2026-10-26
Financial Consulate, Inc
104$7.2K0.0%ETFLowHunt Valley, MD2026-10-23
Cromwell Holdings LLC
104$7.2K0.0%IndexLowJackson, WY2026-10-28
Bayban
100$8.2K0.0%ValueLowBayport, MN2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
100$6.9K0.0%GrowthMediumZurich, Switzerland2026-10-29
Tower View Wealth Management LLC
100$6.9K0.0%MomentumMediumShorewood, WI2026-10-23
Balance Wealth Partners LLC
95$6.6K0.0%ETFMediumWorthington, OH2026-10-27
Physician Wealth Advisors, Inc.
95$6.6K0.0%ETFMediumMidvale, UT2026-10-20
Provenance Wealth Advisors, LLC
83$5.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Montag A & Associates Inc
83$5.7K0.0%CoreLowAtlanta, GA2026-10-29
CoreCap Advisors, LLC
76$5.3K0.0%ETFMediumSouthfield, MI2026-10-08
True Wealth Design, LLC
76$5.3K0.0%ETFMediumAkron, OH2026-10-13
Transce3nd, LLC
72$5.3K0.0%GrowthLowBuda, TX2026-10-26
SJS Investment Consulting Inc.
70$4.8K0.0%ETFVery LowSylvania, OH2026-10-26
Cedar Mountain Advisors, LLC
67$4.6K0.0%ETFVery LowLake Oswego, OR2026-10-15
Silver Grove Financial Group, Inc.
66$4.6K0.0%CoreMediumOrchard Park, NY2026-11-05
Armstrong Advisory Group, Inc
65$4.5K0.0%ETFHighNeedham, MA2026-10-09
Hughes Financial Services, LLC
56$4.2K0.0%ETFLowHerndon, VA2026-10-30
Parkside Financial Bank & Trust
56$3.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
City State Bank
55$3.8K0.0%GrowthVery LowNorwalk, IA2026-10-20
Arlington Trust Co LLC
53$3.7K0.0%ETFMediumBirmingham, AL2026-10-20
Torren Management, LLC
53$3.7K0.0%ETFMediumSan Diego, CA2026-10-29
James T. Borello RIA
46$3.2K0.0%ETFVery LowEast Dundee, IL2026-10-16
Retirement Wealth Solutions LLC
45$3.1K0.0%ETFLowMarshfield, WI2026-10-07
Bay Harbor Wealth Management, LLC
40$2.8K0.0%ETFMediumHunt Valley, MD2026-11-03
Creative Capital Management Investments LLC
39$2.7K0.0%ETFLowSan Diego, CA2026-10-28
North Star Investment Management Corp.
38$2.6K0.0%CoreLowChicago, IL2026-10-27
Toth Financial Advisory Corp
34$2.4K0.0%CoreLowLeesburg, VA2026-10-08
DiNuzzo Private Wealth, Inc.
32$2.2K0.0%ETFLowBeaver, PA2026-10-16
Jacobi Capital Management LLC
32$2.2K0.0%CoreLowPittston, PA2026-11-05
Winthrop Capital Management, LLC
25$1.7K0.0%ETFLowCarmel, IN2026-11-05
American Capital Advisory, LLC
25$1.7K0.0%ETFLowKetchum, ID2026-10-28
Rossby Financial, LCC
25$1.7K0.0%ETFMediumMelbourne, FL2026-11-05
Financial Network Wealth Advisors LLC
23$1.6K0.0%ETFLowMurray, UT2026-10-28
Asset Dedication, LLC
22$1.5K0.0%ETFLowSan Francisco, CA2026-11-03
Hilton Head Capital Partners, LLC
22$1.5K0.0%CoreMediumHilton Head Island, SC2026-10-23
Planning Strategies Inc.
21$1.5K0.0%ETFN/ALancaster, PA2026-10-02
Essential Partners LLC
19$1.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
William Mack & Associates, Inc.
19$1.3K0.0%ETFLowTroy, MI2026-10-27
Marquette Asset Management, LLC
18$1.2K0.0%ETFVery LowMinneapolis, MN2026-10-09
Davis Capital Management
16$1.1K0.0%CoreLowJacksonville, FL2026-10-08
Tradewinds Capital Management, LLC
15$1.0K0.0%ETFVery HighBellingham, WA2026-10-23
First Horizon Corp
15$1.0K0.0%CoreLowMemphis, TN2026-10-26
Barnes Dennig Private Wealth Management LLC
14$9690.0%CoreLowCincinnati, OH2026-10-30
Abound Wealth Management
13$9000.0%ETFVery LowFranklin, TN2026-10-26
PayPay Securities Corp
13$9000.0%CoreMediumTokyo, Mexico2026-10-27
Team Financial Group, LLC
12$8310.0%ETFLowTemecula, CA2026-10-30
Bare Financial Services, Inc
11$7620.0%ETFVery LowGap, PA2026-11-04
DecisionPoint Financial, LLC
11$7750.0%ETFVery LowMesa, AZ2026-10-27
Private Trust Co NA
11$7620.0%CoreLowCleveland, OH2026-10-20
MV Capital Management, Inc.
10$6930.0%ETFLowBethesda, MD2026-10-29
Albion Financial Group
9$6300.0%GrowthLowSalt Lake City, UT2026-10-21
Burk Holdings LLC
8$5540.0%ETFVery LowTulsa, OK2026-11-05
Align Financial, LLC
6$4150.0%ETFVery LowHermantown, MN2026-10-16
Quaker Wealth Management, LLC
5$3470.0%ETFMediumMoorestown, NJ2026-10-22
Birchwood Financial Partners, Inc.
5$3460.0%ETFVery LowBloomington, MN2026-11-02
Godsey & Gibb, Inc
5$3470.0%CoreLowRichmond, VA2026-10-14
Center for Financial Planning, Inc.
3$2070.0%ETFLowSouthfied, MI2026-10-26
Monetary Solutions, Ltd
2$1380.0%ETFVery LowDayton, OH2026-10-22
Maryland Capital Advisors Inc.
2$1390.0%ETFVery LowChester, MD2026-10-15
GHP Investment Advisors, Inc.
2$1390.0%CoreVery LowDenver, CO2026-10-15
Manchester Capital Management LLC
2$1390.0%CoreLowManchester, VT2026-10-22
TFC Financial Management, Inc.
1$700.0%ETFVery LowBoston, MA2026-10-26
Gilpin Wealth Management, LLC
1$700.0%GrowthLowDenver, CO2026-10-09
Central Trust Co
0$250.0%CoreLowJefferson City, MO2026-11-05
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04
Lloyd Advisory Services, Llc.
0$140.0%ETFVery HighSuwanee, GA2026-11-02