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Allegro Microsystems Inc (ALGM)

CUSIP: 01749D105 | NYSE | Technology · Semiconductors | Mid Cap | 898 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/AJPMorgan Chase & Co8,022,8604.3%−4,706,613Oct 30, 2026122d ahead of 13F (12,723,790 sh) · −4,700,930
13G/AFMR LLC9,913,1125.3%−15,667,909Sep 30, 202692d ahead of 13F (25,581,021 sh) · −15,667,909
13G/AJPMorgan Chase & Co8,022,860
4.3% of class · Oct 30, 2026−4,706,613
122d ahead of 13F (12,723,790 sh) · −4,700,930
13G/AFMR LLC9,913,112
5.3% of class · Sep 30, 2026−15,667,909
92d ahead of 13F (25,581,021 sh) · −15,667,909

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,155,321
0.0% of portfolio›$78.3M
Principal Financial Group Inc1,729,566
0.0% of portfolio›$62.9M
Conestoga Capital Advisors, LLC719,595
0.8% of portfolio›$26.2M
Allspring Global Investments Holdings, LLC631,072
0.0% of portfolio›$23.0M
Paradice Investment Management LLC472,832
2.9% of portfolio›$17.2M
Granite Investment Partners, LLC250,803
0.5% of portfolio›$9.1M
Citigroup Inc242,921
0.0% of portfolio›$8.8M
Retirement Systems of Alabama130,740
0.0% of portfolio›$4.8M
Candriam S.C.A.84,708
0.0% of portfolio›$3.1M
Imc-Chicago, LLC81,548
0.0% of portfolio›$3.0M
E. Ohman J:or Asset Management AB72,848
0.1% of portfolio›$2.6M
Mutual of America Capital Management LLC66,741
0.0% of portfolio›$2.4M
Amalgamated Bank59,845
0.0% of portfolio›$2.2M
Harbor Capital Advisors, Inc.58,891
0.4% of portfolio›$2.1M
Virginia Retirement Systems ET Al48,569
0.0% of portfolio›$1.8M
Mitsubishi UFJ Asset Management Co., Ltd.43,188
0.0% of portfolio›$1.6M
Creative Planning42,558
0.0% of portfolio›$1.5M
State of New Jersey Common Pension Fund D40,615
0.0% of portfolio›$1.5M
Covea Finance38,900
0.0% of portfolio›$1.4M
Louisiana State Employees Retirement System37,700
0.0% of portfolio›$1.4M
Arizona State Retirement System35,427
0.0% of portfolio›$1.3M
Yousif Capital Management, LLC32,489
0.0% of portfolio›$1.2M
New York State Teachers Retirement System32,200
0.0% of portfolio›$1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS30,255
0.0% of portfolio›$1.1M
State of Michigan Retirement System29,700
0.0% of portfolio›$1.1M
Xponance LLC27,055
0.0% of portfolio›$983.4K
Oregon Public Employees Retirement Fund26,237
0.0% of portfolio›$953.7K
Vontobel Holding Ltd.24,790
0.0% of portfolio›$901.1K
Sumitomo Mitsui Trust Group, Inc.23,712
0.0% of portfolio›$861.9K
Prentiss Smith & Co Inc23,160
0.5% of portfolio›$841.9K
State of Wyoming22,806
0.1% of portfolio›$829.0K
Simplex Trading, LLC20,640
0.0% of portfolio›$750.3K
Alps Advisors Inc20,170
0.0% of portfolio›$733.2K
Pictet Asset Management Holding SA18,770
0.0% of portfolio›$682.3K
Caitong International Asset Management Co., Ltd18,534
0.1% of portfolio›$673.7K
ProShare Advisors LLC18,312
0.0% of portfolio›$665.6K
Wealth Enhancement Advisory Services, LLC16,399
0.0% of portfolio›$594.8K
Ethic Inc.15,971
0.0% of portfolio›$580.5K
Raiffeisen Bank International AG15,200
0.0% of portfolio›$556.3K
Counterpoint Mutual Funds LLC12,961
0.0% of portfolio›$471.1K
State of Alaska, Department of Revenue12,007
0.0% of portfolio›$436.0K
Griffin Asset Management, Inc.11,806
0.0% of portfolio›$429.1K
DekaBank Deutsche Girozentrale11,703
0.0% of portfolio›$393.0K
Yorktown Management & Research Co Inc11,300
0.3% of portfolio›$410.8K
MacKenzie Financial Corp11,227
0.0% of portfolio›$408.1K
Mirae Asset Global Investments Co., Ltd.10,434
0.0% of portfolio›$379.3K
TSG Advice Partners, LLC10,112
0.1% of portfolio›$704.0K
Vise Technologies, Inc.9,915
0.0% of portfolio›$360.4K
Evergreen Capital Management LLC9,853
0.0% of portfolio›$358.2K
Assetmark, Inc9,044
0.0% of portfolio›$328.7K
Profund Advisors LLC8,813
0.0% of portfolio›$320.4K
Swiss Life Asset Management Ltd8,726
0.0% of portfolio›$317.2K
AlphaCore Capital LLC8,276
0.0% of portfolio›$300.8K
Whalen Wealth Management Inc.8,166
0.1% of portfolio›$296.8K
Truist Financial Corp8,128
0.0% of portfolio›$295.5K
Atria Investments, Inc7,787
0.0% of portfolio›$283.1K
Axxion S.A.7,518
0.0% of portfolio›$273.3K
Keybank National Association6,971
0.0% of portfolio›$253.4K
Larson Financial Group LLC6,816
0.0% of portfolio›$247.8K
Fulcrum Asset Management LLP6,406
0.0% of portfolio›$234.5K
Ashton Thomas Private Wealth, LLC5,888
0.0% of portfolio›$214.0K
SEB Asset Management AB5,865
0.0% of portfolio›$213.2K
CIBC Asset Management Inc5,725
0.0% of portfolio›$208.1K
KBC Group NV4,581
0.0% of portfolio›$167.0K
Gamma Investing LLC4,443
0.0% of portfolio›$161.5K
Leonteq Securities AG2,912
0.0% of portfolio›$105.9K
Exchange Traded Concepts, LLC2,550
0.0% of portfolio›$92.7K
Farther Finance Advisors, LLC2,399
0.0% of portfolio›$87.2K
TD Waterhouse Canada Inc.2,179
0.0% of portfolio›$79.4K
Nisa Investment Advisors, LLC2,144
0.0% of portfolio›$77.9K
SBI Securities Co., Ltd.2,059
0.0% of portfolio›$74.8K
1620 Investment Advisors, Inc.1,855
0.0% of portfolio›$67.4K
Summit Securities Group LLC1,807
0.0% of portfolio›$65.7K
Strs Ohio1,703
0.0% of portfolio›$61.9K
Harbor Investment Advisory, LLC1,408
0.0% of portfolio›$51.2K
Hilltop National Bank1,342
0.0% of portfolio›$48.8K
Bayforest Capital Ltd1,248
0.1% of portfolio›$45.4K
Signaturefd, LLC1,070
0.0% of portfolio›$38.9K
Parallel Advisors, LLC1,036
0.0% of portfolio›$37.7K
Parkside Financial Bank & Trust958
0.0% of portfolio›$34.8K
CoreCap Advisors, LLC906
0.0% of portfolio›$32.9K
Hurley Capital, LLC756
0.0% of portfolio›$27.5K
First Bancorp, Inc700
0.0% of portfolio›$25.4K
Ascentis Independent Advisors569
0.0% of portfolio›$20.7K
Rakuten Securities, Inc.556
0.0% of portfolio›$20.2K
Global X Japan Co., Ltd.461
0.0% of portfolio›$16.8K
EverSource Wealth Advisors, LLC438
0.0% of portfolio›$15.9K
Activest Wealth Management385
0.0% of portfolio›$14.0K
Versant Capital Management, Inc385
0.0% of portfolio›$14.0K
Burkett Financial Services, LLC334
0.0% of portfolio›$12.1K
Sterling Capital Management LLC283
0.0% of portfolio›$10.3K
Private Trust Co NA262
0.0% of portfolio›$9.5K
MassMutual Private Wealth & Trust, FSB250
0.0% of portfolio›$9.1K
Spire Wealth Management233
0.0% of portfolio›$8.5K
Covestor Ltd221
0.0% of portfolio›$8.0K
SJS Investment Consulting Inc.177
0.0% of portfolio›$6.4K
Owl Creek Wealth Partners LLC145
0.0% of portfolio›$5.3K
Hilton Head Capital Partners, LLC125
0.0% of portfolio›$4.5K
Essential Partners LLC123
0.0% of portfolio›$4.5K
True Wealth Design, LLC108
0.0% of portfolio›$3.9K
Farmers & Merchants Investments Inc105
0.0% of portfolio›$3.8K
Investors Research Corp93
0.0% of portfolio›$3.4K
Pinnacle Wealth Planning Services, Inc.67
0.0% of portfolio›$2.4K
Blue Trust, Inc.65
0.0% of portfolio›$2.4K
Capital Advisors, Ltd. LLC57
0.0% of portfolio›$2
Elevation Wealth Partners, LLC56
0.0% of portfolio›$2.0K
Cedar Mountain Advisors, LLC50
0.0% of portfolio›$1.8K
Pension & Wealth Management Advisors, Inc.49
0.0% of portfolio›$1.8K
Root Financial Partners, LLC47
0.0% of portfolio›$1.7K
Avion Wealth45
0.0% of portfolio›$1
Cromwell Holdings LLC45
0.0% of portfolio›$1.6K
Bell Investment Advisors, Inc45
0.0% of portfolio›$1.6K
Compass Financial Management LLC38
0.0% of portfolio›$1.4K
Rossby Financial, LCC38
0.0% of portfolio›$1.4K
Golden State Wealth Management, LLC36
0.0% of portfolio›$1.3K
Trust Co of Vermont33
0.0% of portfolio›$1.2K
Montag A & Associates Inc22
0.0% of portfolio›$799
Burk Holdings LLC19
0.0% of portfolio›$691
Elyxium Wealth, LLC19
0.0% of portfolio›$691
North Star Investment Management Corp.16
0.0% of portfolio›$582
Physician Wealth Advisors, Inc.14
0.0% of portfolio›$509
MV Capital Management, Inc.13
0.0% of portfolio›$473
Mather Group, Llc.11
0.0% of portfolio›$400
James T. Borello RIA10
0.0% of portfolio›$364
GoalVest Advisory LLC9
0.0% of portfolio›$327
Creative Financial Designs Inc5
0.0% of portfolio›$182
Abound Wealth Management4
0.0% of portfolio›$146
Ascentis Wealth Management, LLC4
0.0% of portfolio›$145
Buck Wealth Strategies, LLC4
0.0% of portfolio›$145
Davis Capital Management3
0.0% of portfolio›$109
Manchester Capital Management LLC3
0.0% of portfolio›$110
Quaker Wealth Management, LLC2
0.0% of portfolio›$73
Wealth Enhancement Trust Services, Inc.2
0.0% of portfolio›$73
TFC Financial Management, Inc.1
0.0% of portfolio›$37
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,155,321$78.3M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
1,729,566$62.9M0.0%CoreLowDes Moines, IA2026-11-02
Conestoga Capital Advisors, LLC
719,595$26.2M0.8%CoreLowWayne, PA2026-11-02
Allspring Global Investments Holdings, LLC
631,072$23.0M0.0%CoreMediumCharlotte, NC2026-11-04
Paradice Investment Management LLC
472,832$17.2M2.9%ValueMediumSydney, China2026-10-19
Granite Investment Partners, LLC
250,803$9.1M0.5%CoreMediumEl Segundo, CA2026-11-04
Citigroup Inc
242,921$8.8M0.0%CoreMediumNew York, NY2026-11-04
Retirement Systems of Alabama
130,740$4.8M0.0%IndexLowMontgomery, AL2026-11-04
Candriam S.C.A.
84,708$3.1M0.0%GrowthMediumStrassen, Netherlands2026-11-03
Imc-Chicago, LLC
81,548$3.0M0.0%GARPVery HighChicago, IL2026-11-05
E. Ohman J:or Asset Management AB
72,848$2.6M0.1%GrowthMediumStockholm, Sweden2026-10-22
Mutual of America Capital Management LLC
66,741$2.4M0.0%IndexLowNew York, NY2026-10-23
Amalgamated Bank
59,845$2.2M0.0%CoreVery LowNew York, NY2026-10-23
Harbor Capital Advisors, Inc.
58,891$2.1M0.4%ValueHighChicago, IL2026-10-22
Virginia Retirement Systems ET Al
48,569$1.8M0.0%CoreMediumRichmond, VA2026-10-28
Mitsubishi UFJ Asset Management Co., Ltd.
43,188$1.6M0.0%IndexVery LowTokyo, Mexico2026-11-05
Creative Planning
42,558$1.5M0.0%IndexVery LowOverland Park, KS2026-11-02
State of New Jersey Common Pension Fund D
40,615$1.5M0.0%CoreLowTrenton, NJ2026-11-05
Covea Finance
38,900$1.4M0.0%GrowthMediumParis, India2026-10-21
Louisiana State Employees Retirement System
37,700$1.4M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
35,427$1.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
32,489$1.2M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
New York State Teachers Retirement System
32,200$1.2M0.0%CoreVery LowAlbany, NY2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
30,255$1.1M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
29,700$1.1M0.0%IndexLowEast Lansing, MI2026-10-27
Xponance LLC
27,055$983.4K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Oregon Public Employees Retirement Fund
26,237$953.7K0.0%IndexVery LowTigard, OR2026-10-30
Vontobel Holding Ltd.
24,790$901.1K0.0%CoreMediumZurich, Switzerland2026-10-16
Sumitomo Mitsui Trust Group, Inc.
23,712$861.9K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Prentiss Smith & Co Inc
23,160$841.9K0.5%CoreLowBrattleboro, VT2026-10-27
State of Wyoming
22,806$829.0K0.1%ValueHighCheyenne, WY2026-10-28
Simplex Trading, LLC
20,640$750.3K0.0%CoreVery HighChicago, IL2026-11-04
Alps Advisors Inc
20,170$733.2K0.0%YieldLowDenver, CO2026-11-03
Pictet Asset Management Holding SA
18,770$682.3K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Caitong International Asset Management Co., Ltd
18,534$673.7K0.1%GrowthVery HighHong Kong, South Korea2026-10-29
ProShare Advisors LLC
18,312$665.6K0.0%GrowthLowBethesda, MD2026-10-29
Wealth Enhancement Advisory Services, LLC
16,399$594.8K0.0%CoreLowPlymouth, MN2026-10-13
Ethic Inc.
15,971$580.5K0.0%CoreLowNew York, NY2026-11-03
Raiffeisen Bank International AG
15,200$556.3K0.0%GrowthMediumVienna, Chile2026-10-28
Counterpoint Mutual Funds LLC
12,961$471.1K0.0%Deep ValueVery HighSan Diego, CA2026-10-16
State of Alaska, Department of Revenue
12,007$436.0K0.0%CoreVery LowJuneau, AK2026-10-15
Griffin Asset Management, Inc.
11,806$429.1K0.0%CoreLowNew York, NY2026-10-22
DekaBank Deutsche Girozentrale
11,703$393.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Yorktown Management & Research Co Inc
11,300$410.8K0.3%MomentumMediumForest, VA2026-10-28
MacKenzie Financial Corp
11,227$408.1K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Mirae Asset Global Investments Co., Ltd.
10,434$379.3K0.0%GrowthLowSeoul, Malaysia2026-11-03
TSG Advice Partners, LLC
10,112$704.0K0.1%ETFN/AColumbus, OH2026-10-29
Vise Technologies, Inc.
9,915$360.4K0.0%IndexLowNew York, NY2026-10-29
Evergreen Capital Management LLC
9,853$358.2K0.0%GARPMediumBellevue, WA2026-10-23
Assetmark, Inc
9,044$328.7K0.0%ETFLowConcord, CA2026-10-21
Profund Advisors LLC
8,813$320.4K0.0%GrowthLowBethesda, MD2026-10-29
Swiss Life Asset Management Ltd
8,726$317.2K0.0%CoreLowZurich, Switzerland2026-11-03
AlphaCore Capital LLC
8,276$300.8K0.0%ETFLowLa Jolla, CA2026-11-04
Whalen Wealth Management Inc.
8,166$296.8K0.1%GrowthHighLas Vegas, NV2026-10-08
Truist Financial Corp
8,128$295.5K0.0%CoreLowCharlotte, NC2026-10-30
Atria Investments, Inc
7,787$283.1K0.0%CoreMediumCharlotte, NC2026-10-15
Axxion S.A.
7,518$273.3K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Keybank National Association
6,971$253.4K0.0%CoreLowBrooklyn, OH2026-11-04
Larson Financial Group LLC
6,816$247.8K0.0%GrowthLowSt Louis, MO2026-11-05
Fulcrum Asset Management LLP
6,406$234.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
Ashton Thomas Private Wealth, LLC
5,888$214.0K0.0%CoreMediumScottsdale, AZ2026-11-03
SEB Asset Management AB
5,865$213.2K0.0%CoreN/AStockholm, Sweden2026-11-04
CIBC Asset Management Inc
5,725$208.1K0.0%GARPLowToronto, South Africa2026-11-05
KBC Group NV
4,581$167.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Gamma Investing LLC
4,443$161.5K0.0%IndexVery LowFoster City, CA2026-10-08
Leonteq Securities AG
2,912$105.9K0.0%CoreHighZurich, Switzerland2026-10-29
Exchange Traded Concepts, LLC
2,550$92.7K0.0%GrowthMediumOklahoma City, OK2026-10-28
Farther Finance Advisors, LLC
2,399$87.2K0.0%IndexLowSan Francisco, CA2026-10-08
TD Waterhouse Canada Inc.
2,179$79.4K0.0%CoreLowToronto, Australia2026-10-16
Nisa Investment Advisors, LLC
2,144$77.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
SBI Securities Co., Ltd.
2,059$74.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
1620 Investment Advisors, Inc.
1,855$67.4K0.0%ValueLowPlymouth, MA2026-11-04
Summit Securities Group LLC
1,807$65.7K0.0%CoreVery HighNew York, NY2026-11-05
Strs Ohio
1,703$61.9K0.0%CoreMediumColumbus, OH2026-10-30
Harbor Investment Advisory, LLC
1,408$51.2K0.0%GrowthLowLutherville, MD2026-10-13
Hilltop National Bank
1,342$48.8K0.0%CoreLowCasper, WY2026-10-14
Bayforest Capital Ltd
1,248$45.4K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Signaturefd, LLC
1,070$38.9K0.0%IndexLowAtlanta, GA2026-10-23
Parallel Advisors, LLC
1,036$37.7K0.0%IndexLowSan Francisco, CA2026-11-03
Parkside Financial Bank & Trust
958$34.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
CoreCap Advisors, LLC
906$32.9K0.0%ETFMediumSouthfield, MI2026-10-08
Hurley Capital, LLC
756$27.5K0.0%GARPMediumNew York, NY2026-11-05
First Bancorp, Inc
700$25.4K0.0%ValueVery LowDamariscotta, ME2026-10-26
Ascentis Independent Advisors
569$20.7K0.0%ETFLowDallas, TX2026-11-03
Rakuten Securities, Inc.
556$20.2K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Global X Japan Co., Ltd.
461$16.8K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
EverSource Wealth Advisors, LLC
438$15.9K0.0%CoreMediumBirmingham, AL2026-11-04
Activest Wealth Management
385$14.0K0.0%ETFLowAventura, FL2026-10-15
Versant Capital Management, Inc
385$14.0K0.0%GARPLowPhoenix, AZ2026-10-02
Burkett Financial Services, LLC
334$12.1K0.0%ETFLowRock Hill, SC2026-10-01
Sterling Capital Management LLC
283$10.3K0.0%GARPMediumCharlotte, NC2026-10-22
Private Trust Co NA
262$9.5K0.0%CoreLowCleveland, OH2026-10-20
MassMutual Private Wealth & Trust, FSB
250$9.1K0.0%CoreLowSpringfield, MA2026-10-05
Spire Wealth Management
233$8.5K0.0%GrowthMediumMclean, VA2026-10-30
Covestor Ltd
221$8.0K0.0%ValueHighLondon, United Kingdom2026-10-30
SJS Investment Consulting Inc.
177$6.4K0.0%ETFVery LowSylvania, OH2026-10-26
Owl Creek Wealth Partners LLC
145$5.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Hilton Head Capital Partners, LLC
125$4.5K0.0%CoreMediumHilton Head Island, SC2026-10-23
Essential Partners LLC
123$4.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
True Wealth Design, LLC
108$3.9K0.0%ETFMediumAkron, OH2026-10-13
Farmers & Merchants Investments Inc
105$3.8K0.0%CoreVery LowLincoln, NE2026-10-22
Investors Research Corp
93$3.4K0.0%ETFLowAtlanta, GA2026-10-07
Pinnacle Wealth Planning Services, Inc.
67$2.4K0.0%GARPLowMansfield, OH2026-10-27
Blue Trust, Inc.
65$2.4K0.0%ETFLowBrentwood, TN2026-10-15
Capital Advisors, Ltd. LLC
57$20.0%ETFLowShaker Heights, OH2026-10-27
Elevation Wealth Partners, LLC
56$2.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Cedar Mountain Advisors, LLC
50$1.8K0.0%ETFVery LowLake Oswego, OR2026-10-15
Pension & Wealth Management Advisors, Inc.
49$1.8K0.0%ETFLowWaltham, MA2026-10-16
Root Financial Partners, LLC
47$1.7K0.0%ETFMediumEncinitas, CA2026-10-21
Avion Wealth
45$10.0%ETFLowThe Woodlands, TX2026-11-04
Cromwell Holdings LLC
45$1.6K0.0%IndexLowJackson, WY2026-10-28
Bell Investment Advisors, Inc
45$1.6K0.0%ETFVery LowOrinda, CA2026-10-29
Compass Financial Management LLC
38$1.4K0.0%CoreN/ATampa, FL2026-10-30
Rossby Financial, LCC
38$1.4K0.0%ETFMediumMelbourne, FL2026-11-05
Golden State Wealth Management, LLC
36$1.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Trust Co of Vermont
33$1.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Montag A & Associates Inc
22$7990.0%CoreLowAtlanta, GA2026-10-29
Burk Holdings LLC
19$6910.0%ETFVery LowTulsa, OK2026-11-05
Elyxium Wealth, LLC
19$6910.0%GrowthVery LowBeverly Hills, CA2026-10-27
North Star Investment Management Corp.
16$5820.0%CoreLowChicago, IL2026-10-27
Physician Wealth Advisors, Inc.
14$5090.0%ETFMediumMidvale, UT2026-10-20
MV Capital Management, Inc.
13$4730.0%ETFLowBethesda, MD2026-10-29
Mather Group, Llc.
11$4000.0%ETFMediumChicago, IL2026-10-14
James T. Borello RIA
10$3640.0%ETFVery LowEast Dundee, IL2026-10-16
GoalVest Advisory LLC
9$3270.0%ETFMediumNew York, NY2026-10-02
Creative Financial Designs Inc
5$1820.0%ETFMediumKokomo, IN2026-11-04
Abound Wealth Management
4$1460.0%ETFVery LowFranklin, TN2026-10-26
Ascentis Wealth Management, LLC
4$1450.0%Agg GrowthLowDallas, TX2026-11-03
Buck Wealth Strategies, LLC
4$1450.0%ValueMediumDenver, CO2026-10-28
Davis Capital Management
3$1090.0%CoreLowJacksonville, FL2026-10-08
Manchester Capital Management LLC
3$1100.0%CoreLowManchester, VT2026-10-22
Quaker Wealth Management, LLC
2$730.0%ETFMediumMoorestown, NJ2026-10-22
Wealth Enhancement Trust Services, Inc.
2$730.0%GrowthMediumSioux Falls, SD2026-10-07
TFC Financial Management, Inc.
1$370.0%ETFVery LowBoston, MA2026-10-26