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Bread Financial Holdings Inc (BFH)

CUSIP: 018581108 | NYSE | Financial Services · Credit Services | Mid Cap | 1928 institutional holders

Quarters

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

Dimensional Fund Advisors LP3,090,508
0.1% of portfolio›$302.1M
Copeland Capital Management, LLC563,209
1.3% of portfolio›$55.1M
Principal Financial Group Inc375,453
0.0% of portfolio›$36.7M
Bank of New York Mellon Corp343,224
0.0% of portfolio›$33.6M
Pzena Investment Management LLC266,929
0.1% of portfolio›$26.1M
Assetmark, Inc155,057
0.0% of portfolio›$15.2M
MacKenzie Financial Corp77,532
0.0% of portfolio›$7.6M
Moran Wealth Management, LLC69,946
0.2% of portfolio›$6.8M
Robeco Institutional Asset Management B.V.57,539
0.0% of portfolio›$5.6M
Convergence Investment Partners, LLC53,573
0.4% of portfolio›$5.2M
New York State Teachers Retirement System46,785
0.0% of portfolio›$4.6M
Y-Intercept (Hong Kong) Ltd41,413
0.1% of portfolio›$4.0M
Fulcrum Asset Management LLP36,882
0.2% of portfolio›$3.7M
Thrivent Financial for Lutherans30,760
0.0% of portfolio›$3.0M
Aegon Asset Management UK PLC24,600
0.0% of portfolio›$2.4M
Harbor Capital Advisors, Inc.23,217
0.4% of portfolio›$2.3M
Hennessy Advisors Inc22,000
0.1% of portfolio›$2.2M
Hussman Strategic Advisors, Inc.21,000
0.4% of portfolio›$2.1M
Livforsakringsbolaget Skandia, Omsesidigt20,300
0.1% of portfolio›$2.0M
Illinois Municipal Retirement Fund20,226
0.0% of portfolio›$2.0M
Citigroup Inc19,059
0.0% of portfolio›$1.9M
Unison Advisors LLC17,832
0.1% of portfolio›$1.7M
Wakefield Asset Management Lllp17,355
0.4% of portfolio›$1.7M
Wedge Capital Management L L P17,109
0.0% of portfolio›$1.7M
Jackson Creek Investment Advisors LLC16,725
1.2% of portfolio›$1.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management16,720
0.0% of portfolio›$1.6M
Fifth Third Bancorp16,643
0.0% of portfolio›$1.6M
Louisiana State Employees Retirement System16,400
0.0% of portfolio›$1.6M
DekaBank Deutsche Girozentrale15,445
0.0% of portfolio›$1.5K
Radnor Capital Management, LLC15,125
0.2% of portfolio›$1.5M
Burney Co/14,840
0.0% of portfolio›$1.5M
Sigma Planning Corp13,938
0.0% of portfolio›$1.4M
Virginia Retirement Systems ET Al13,700
0.0% of portfolio›$1.3M
State of New Jersey Common Pension Fund D13,524
0.0% of portfolio›$1.3M
Argent Capital Management LLC12,801
0.0% of portfolio›$1.3M
Arizona State Retirement System11,376
0.0% of portfolio›$1.1M
Thompson Investment Management, Inc.11,291
0.1% of portfolio›$1.1M
Yousif Capital Management, LLC11,034
0.0% of portfolio›$1.1M
Amalgamated Bank10,026
0.0% of portfolio›$980.0K
Wealth Enhancement Advisory Services, LLC9,466
0.0% of portfolio›$731.5K
Allspring Global Investments Holdings, LLC9,394
0.0% of portfolio›$910.7K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS9,052
0.0% of portfolio›$884.8K
Oregon Public Employees Retirement Fund8,584
0.0% of portfolio›$839.1K
Prospera Financial Services Inc8,261
0.0% of portfolio›$854.3K
HUB Investment Partners, LLC8,233
0.0% of portfolio›$804.8K
Bailard, Inc.8,100
0.0% of portfolio›$791.8K
Sterling Capital Management LLC8,009
0.0% of portfolio›$782.9K
Creative Planning6,765
0.0% of portfolio›$661.3K
Achmea Investment Management B.V.6,757
0.0% of portfolio›$661.0K
Commonwealth Equity Services, LLC6,745
0.0% of portfolio›$659.4K
Baron Wealth Management LLC6,672
0.2% of portfolio›$652.2K
Pictet Asset Management Holding SA6,662
0.0% of portfolio›$651.2K
State of Alaska, Department of Revenue6,455
0.0% of portfolio›$630.0K
Vise Technologies, Inc.6,452
0.0% of portfolio›$630.7K
Fifth Third Wealth Advisors LLC5,987
0.0% of portfolio›$585.2K
ProShare Advisors LLC5,439
0.0% of portfolio›$531.7K
Atria Investments, Inc5,062
0.0% of portfolio›$494.8K
Xponance LLC5,060
0.0% of portfolio›$494.6K
Swiss Life Asset Management Ltd4,949
0.0% of portfolio›$483.8K
Nisa Investment Advisors, LLC4,893
0.0% of portfolio›$478.3K
Calamos Wealth Management LLC4,889
0.0% of portfolio›$477.9K
Bokf, NA4,697
0.0% of portfolio›$459.1K
Sanchez Gaunt Capital Management, LLC4,428
0.2% of portfolio›$432.9K
Mutual of America Capital Management LLC4,384
0.0% of portfolio›$428.5K
Gamma Investing LLC4,056
0.0% of portfolio›$396.5K
Range Financial Group LLC3,968
0.1% of portfolio›$387.9K
Pinnacle Wealth Planning Services, Inc.3,915
0.0% of portfolio›$382.7K
HB Wealth Management, LLC3,653
0.0% of portfolio›$357.1K
CIBC Asset Management Inc3,601
0.0% of portfolio›$352.0K
Abel Hall, LLC3,465
0.1% of portfolio›$338.7K
OP Asset Management Ltd3,392
0.0% of portfolio›$331.6K
Choreo, LLC3,112
0.0% of portfolio›$304.2K
Strs Ohio3,100
0.0% of portfolio›$303.0K
Keybank National Association2,737
0.0% of portfolio›$267.5K
Kathmere Capital Management, LLC2,729
0.0% of portfolio›$266.8K
LVW Advisors, LLC2,726
0.0% of portfolio›$266.5K
Praxis Investment Management Inc2,672
0.0% of portfolio›$261.0K
Cambridge Investment Research Advisors, Inc.2,582
0.0% of portfolio›$252.0K
OpenArc Corporate Advisory, LLC2,536
0.0% of portfolio›$247.9K
Exchange Traded Concepts, LLC2,484
0.0% of portfolio›$242.8K
Sage Rhino Capital LLC2,419
0.0% of portfolio›$236.5K
Brighton Jones LLC2,417
0.0% of portfolio›$236.3K
Daiwa Securities Group Inc.2,380
0.0% of portfolio›$232.6K
Innealta Capital, LLC2,379
0.1% of portfolio›$232.5K
Advisor OS, LLC2,311
0.0% of portfolio›$225.9K
Anchyra Partners LLC2,247
0.0% of portfolio›$219.6K
Scheeler Financial LLC2,238
0.2% of portfolio›$218.8K
NorthCrest Asset Manangement, LLC2,204
0.0% of portfolio›$222.0K
Farther Finance Advisors, LLC2,172
0.0% of portfolio›$212.3K
Axxcess Wealth Management, LLC2,146
0.0% of portfolio›$209.8K
Vista Finance, LLC2,114
0.1% of portfolio›$206.6K
Sovran Advisors, LLC2,100
0.0% of portfolio›$221.9K
Truist Financial Corp2,073
0.0% of portfolio›$202.6K
TCP Asset Management, LLC2,055
0.0% of portfolio›$201.5K
KBC Group NV1,631
0.0% of portfolio›$159.0K
Versant Capital Management, Inc1,454
0.0% of portfolio›$142.1K
Toth Financial Advisory Corp1,320
0.0% of portfolio›$129.0K
Bayforest Capital Ltd1,079
0.2% of portfolio›$105.5K
Salomon & Ludwin, LLC978
0.0% of portfolio›$95.6K
US Bancorp \de\830
0.0% of portfolio›$81.1K
Fortitude Family Office, LLC814
0.0% of portfolio›$79.6K
Reyes Financial Architecture, Inc.753
0.0% of portfolio›$73.6K
Parallel Advisors, LLC659
0.0% of portfolio›$64.4K
Covestor Ltd603
0.1% of portfolio›$59.0K
Curat Global, LLC555
0.0% of portfolio›$54.3K
Heritage Family Offices, LLP503
0.0% of portfolio›$49.2K
USA Financial Formulas473
0.0% of portfolio›$46.2K
Cullen T Bankers, Inc.472
0.0% of portfolio›$46.1K
Root Financial Partners, LLC465
0.0% of portfolio›$45.5K
IFP Advisors, Inc383
0.0% of portfolio›$37.4K
Eukles Asset Management333
0.0% of portfolio›$32.6K
EverSource Wealth Advisors, LLC286
0.0% of portfolio›$28.0K
Simplex Trading, LLC285
0.0% of portfolio›$27.9K
First Horizon Corp225
0.0% of portfolio›$22.0K
Elyxium Wealth, LLC188
0.0% of portfolio›$18.4K
Larson Financial Group LLC184
0.0% of portfolio›$18.0K
Mather Group, Llc.180
0.0% of portfolio›$17.6K
Private Wealth Management Group, LLC152
0.0% of portfolio›$14.9K
Essential Partners LLC131
0.0% of portfolio›$12.8K
MassMutual Private Wealth & Trust, FSB123
0.0% of portfolio›$12.0K
WPG Advisers, LLC96
0.0% of portfolio›$9.4K
Bell Investment Advisors, Inc94
0.0% of portfolio›$9.2K
Manchester Capital Management LLC84
0.0% of portfolio›$8.2K
Bullock Wealth Management Group83
0.0% of portfolio›$8.0K
Cedar Mountain Advisors, LLC74
0.0% of portfolio›$7.2K
Phillip James Consulting Co.71
0.0% of portfolio›$6.9K
Torren Management, LLC61
0.0% of portfolio›$6.0K
Parkside Financial Bank & Trust59
0.0% of portfolio›$5.8K
JFS Wealth Advisors, LLC56
0.0% of portfolio›$5.5K
Owl Creek Wealth Partners LLC55
0.0% of portfolio›$5.4K
True Wealth Design, LLC53
0.0% of portfolio›$5.2K
Bare Financial Services, Inc46
0.0% of portfolio›$4.5K
Rossby Financial, LCC46
0.0% of portfolio›$4.5K
SJS Investment Consulting Inc.44
0.0% of portfolio›$4.3K
Farmers & Merchants Investments Inc38
0.0% of portfolio›$3.7K
Clark Wealth Partners38
0.0% of portfolio›$3.7K
Creative Capital Management Investments LLC37
0.0% of portfolio›$3.6K
SBI Securities Co., Ltd.36
0.0% of portfolio›$3.5K
Signaturefd, LLC35
0.0% of portfolio›$3.4K
TD Private Client Wealth LLC34
0.0% of portfolio›$3.3K
Trust Co of Vermont34
0.0% of portfolio›$3.3K
William B. Walkup & Associates, Inc.33
0.0% of portfolio›$3.2K
Mowery & Schoenfeld Wealth Management, LLC28
0.0% of portfolio›$2.7K
Blue Trust, Inc.28
0.0% of portfolio›$2.7K
UMB Private Wealth Management, LLC28
0.0% of portfolio›$2.7K
Provenance Wealth Advisors, LLC25
0.0% of portfolio›$2.4K
MJT & Associates Financial Advisory Group, Inc.22
0.0% of portfolio›$2.2K
Retirement Wealth Solutions LLC19
0.0% of portfolio›$1.9K
DiNuzzo Private Wealth, Inc.12
0.0% of portfolio›$1.2K
Private Trust Co NA11
0.0% of portfolio›$1.1K
Bay Harbor Wealth Management, LLC11
0.0% of portfolio›$1.1K
Creative Financial Designs Inc10
0.0% of portfolio›$978
Valley National Advisers Inc9
0.0% of portfolio›$880
Elevated Capital Advisors, LLC8
0.0% of portfolio›$782
Gilpin Wealth Management, LLC7
0.0% of portfolio›$685
Silver Grove Financial Group, Inc.6
0.0% of portfolio›$587
Arlington Trust Co LLC5
0.0% of portfolio›$489
Financial Consulate, Inc4
0.0% of portfolio›$391
Proathlete Wealth Management LLC3
0.0% of portfolio›$293
DecisionPoint Financial, LLC3
0.0% of portfolio›$291
James T. Borello RIA2
0.0% of portfolio›$196
Abound Wealth Management2
0.0% of portfolio›$196
Quaker Wealth Management, LLC1
0.0% of portfolio›$98
Maryland Capital Advisors Inc.1
0.0% of portfolio›$98
Davis Capital Management1
0.0% of portfolio›$98
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
3,090,508$302.1M0.1%IndexLowAustin, TX2026-11-04
Copeland Capital Management, LLC
563,209$55.1M1.3%ValueMediumConshohocken, PA2026-10-13
Principal Financial Group Inc
375,453$36.7M0.0%CoreLowDes Moines, IA2026-11-02
Bank of New York Mellon Corp
343,224$33.6M0.0%CoreLowNew York, NY2026-11-05
Pzena Investment Management LLC
266,929$26.1M0.1%Deep ValueMediumNew York, NY2026-10-30
Assetmark, Inc
155,057$15.2M0.0%ETFLowConcord, CA2026-10-21
MacKenzie Financial Corp
77,532$7.6M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Moran Wealth Management, LLC
69,946$6.8M0.2%CoreMediumNaples, FL2026-10-22
Robeco Institutional Asset Management B.V.
57,539$5.6M0.0%CoreMediumRotterdam, Philippines2026-10-20
Convergence Investment Partners, LLC
53,573$5.2M0.4%GARPHighPalm Beach Gardens, FL2026-10-28
New York State Teachers Retirement System
46,785$4.6M0.0%CoreVery LowAlbany, NY2026-10-22
Y-Intercept (Hong Kong) Ltd
41,413$4.0M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Fulcrum Asset Management LLP
36,882$3.7M0.2%CoreMediumLondon, United Kingdom2026-11-04
Thrivent Financial for Lutherans
30,760$3.0M0.0%GARPMediumMinneapolis, MN2026-11-05
Aegon Asset Management UK PLC
24,600$2.4M0.0%GrowthMediumEdinburgh, United Kingdom2026-11-04
Harbor Capital Advisors, Inc.
23,217$2.3M0.4%ValueHighChicago, IL2026-10-22
Hennessy Advisors Inc
22,000$2.2M0.1%Deep ValueMediumNovato, CA2026-10-28
Hussman Strategic Advisors, Inc.
21,000$2.1M0.4%YieldVery HighEllicott City, MD2026-11-02
Livforsakringsbolaget Skandia, Omsesidigt
20,300$2.0M0.1%GrowthMediumStockholm, Sweden2026-10-21
Illinois Municipal Retirement Fund
20,226$2.0M0.0%CoreMediumOak Brook, IL2026-11-05
Citigroup Inc
19,059$1.9M0.0%CoreMediumNew York, NY2026-11-04
Unison Advisors LLC
17,832$1.7M0.1%ETFVery LowProvidence, RI2026-10-29
Wakefield Asset Management Lllp
17,355$1.7M0.4%ValueMediumEnglewood, CO2026-11-05
Wedge Capital Management L L P
17,109$1.7M0.0%ValueMediumCharlotte, NC2026-10-13
Jackson Creek Investment Advisors LLC
16,725$1.6M1.2%ValueVery HighCastle Rock, CO2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
16,720$1.6M0.0%GrowthVery LowSeattle, WA2026-10-27
Fifth Third Bancorp
16,643$1.6M0.0%IndexVery LowCincinnati, OH2026-11-05
Louisiana State Employees Retirement System
16,400$1.6M0.0%IndexLowBaton Rouge, LA2026-10-20
DekaBank Deutsche Girozentrale
15,445$1.5K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Radnor Capital Management, LLC
15,125$1.5M0.2%CoreLowWayne, PA2026-10-23
Burney Co/
14,840$1.5M0.0%GARPMediumReston, VA2026-10-15
Sigma Planning Corp
13,938$1.4M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Virginia Retirement Systems ET Al
13,700$1.3M0.0%CoreMediumRichmond, VA2026-10-28
State of New Jersey Common Pension Fund D
13,524$1.3M0.0%CoreLowTrenton, NJ2026-11-05
Argent Capital Management LLC
12,801$1.3M0.0%CoreMediumSt Louis, MO2026-10-05
Arizona State Retirement System
11,376$1.1M0.0%IndexVery LowPhoenix, AZ2026-11-03
Thompson Investment Management, Inc.
11,291$1.1M0.1%ValueMediumMadison, WI2026-10-14
Yousif Capital Management, LLC
11,034$1.1M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
10,026$980.0K0.0%CoreVery LowNew York, NY2026-10-23
Wealth Enhancement Advisory Services, LLC
9,466$731.5K0.0%CoreLowPlymouth, MN2026-10-13
Allspring Global Investments Holdings, LLC
9,394$910.7K0.0%CoreMediumCharlotte, NC2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
9,052$884.8K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
8,584$839.1K0.0%IndexVery LowTigard, OR2026-10-30
Prospera Financial Services Inc
8,261$854.3K0.0%CoreMediumDallas, TX2026-11-04
HUB Investment Partners, LLC
8,233$804.8K0.0%GrowthLowAustin, TX2026-11-03
Bailard, Inc.
8,100$791.8K0.0%GrowthMediumFoster City, CA2026-10-13
Sterling Capital Management LLC
8,009$782.9K0.0%GARPMediumCharlotte, NC2026-10-22
Creative Planning
6,765$661.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Achmea Investment Management B.V.
6,757$661.0K0.0%CoreMediumZeist, Philippines2026-10-30
Commonwealth Equity Services, LLC
6,745$659.4K0.0%ETFLowWaltham, MA2026-11-02
Baron Wealth Management LLC
6,672$652.2K0.2%CoreLowTroy, MI2026-10-27
Pictet Asset Management Holding SA
6,662$651.2K0.0%GrowthMediumCarouge, Switzerland2026-11-03
State of Alaska, Department of Revenue
6,455$630.0K0.0%CoreVery LowJuneau, AK2026-10-15
Vise Technologies, Inc.
6,452$630.7K0.0%IndexLowNew York, NY2026-10-29
Fifth Third Wealth Advisors LLC
5,987$585.2K0.0%IndexVery LowCincinnati, OH2026-10-22
ProShare Advisors LLC
5,439$531.7K0.0%GrowthLowBethesda, MD2026-10-29
Atria Investments, Inc
5,062$494.8K0.0%CoreMediumCharlotte, NC2026-10-15
Xponance LLC
5,060$494.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Swiss Life Asset Management Ltd
4,949$483.8K0.0%CoreLowZurich, Switzerland2026-11-03
Nisa Investment Advisors, LLC
4,893$478.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Calamos Wealth Management LLC
4,889$477.9K0.0%GrowthMediumNaperville, IL2026-11-02
Bokf, NA
4,697$459.1K0.0%CoreLowTulsa, OK2026-10-27
Sanchez Gaunt Capital Management, LLC
4,428$432.9K0.2%ETFN/AReno, NV2026-11-03
Mutual of America Capital Management LLC
4,384$428.5K0.0%IndexLowNew York, NY2026-10-23
Gamma Investing LLC
4,056$396.5K0.0%IndexVery LowFoster City, CA2026-10-08
Range Financial Group LLC
3,968$387.9K0.1%GARPMediumTigard, OR2026-10-21
Pinnacle Wealth Planning Services, Inc.
3,915$382.7K0.0%GARPLowMansfield, OH2026-10-27
HB Wealth Management, LLC
3,653$357.1K0.0%IndexVery LowAtlanta, GA2026-10-23
CIBC Asset Management Inc
3,601$352.0K0.0%GARPLowToronto, South Africa2026-11-05
Abel Hall, LLC
3,465$338.7K0.1%CoreMediumBaton Rouge, LA2026-10-19
OP Asset Management Ltd
3,392$331.6K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Choreo, LLC
3,112$304.2K0.0%IndexLowRockford, IL2026-10-28
Strs Ohio
3,100$303.0K0.0%CoreMediumColumbus, OH2026-10-30
Keybank National Association
2,737$267.5K0.0%CoreLowBrooklyn, OH2026-11-04
Kathmere Capital Management, LLC
2,729$266.8K0.0%ETFLowWayne, PA2026-10-20
LVW Advisors, LLC
2,726$266.5K0.0%CoreMediumPittsford, NY2026-10-19
Praxis Investment Management Inc
2,672$261.0K0.0%CoreLowGoshen, IN2026-11-03
Cambridge Investment Research Advisors, Inc.
2,582$252.0K0.0%ETFLowFairfield, IA2026-11-02
OpenArc Corporate Advisory, LLC
2,536$247.9K0.0%GrowthLowAtlanta, GA2026-10-21
Exchange Traded Concepts, LLC
2,484$242.8K0.0%GrowthMediumOklahoma City, OK2026-10-28
Sage Rhino Capital LLC
2,419$236.5K0.0%ETFLowMenlo Park, CA2026-10-28
Brighton Jones LLC
2,417$236.3K0.0%CoreVery LowSeattle, WA2026-11-03
Daiwa Securities Group Inc.
2,380$232.6K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Innealta Capital, LLC
2,379$232.5K0.1%ETFMediumAustin, TX2026-11-02
Advisor OS, LLC
2,311$225.9K0.0%ETFMediumChicago, IL2026-11-03
Anchyra Partners LLC
2,247$219.6K0.0%CoreLowAtlanta, GA2026-10-13
Scheeler Financial LLC
2,238$218.8K0.2%CoreN/AWest Chester, OH2026-10-13
NorthCrest Asset Manangement, LLC
2,204$222.0K0.0%GrowthLowPlymouth, MN2026-10-13
Farther Finance Advisors, LLC
2,172$212.3K0.0%IndexLowSan Francisco, CA2026-10-08
Axxcess Wealth Management, LLC
2,146$209.8K0.0%CoreLowCarlsbad, CA2026-10-21
Vista Finance, LLC
2,114$206.6K0.1%ETFLowSt. Louis, MO2026-10-23
Sovran Advisors, LLC
2,100$221.9K0.0%ETFMediumSan Diego, CA2026-11-02
Truist Financial Corp
2,073$202.6K0.0%CoreLowCharlotte, NC2026-10-30
TCP Asset Management, LLC
2,055$201.5K0.0%ETFLowUpper Arlington, OH2026-10-14
KBC Group NV
1,631$159.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Versant Capital Management, Inc
1,454$142.1K0.0%GARPLowPhoenix, AZ2026-10-02
Toth Financial Advisory Corp
1,320$129.0K0.0%CoreLowLeesburg, VA2026-10-08
Bayforest Capital Ltd
1,079$105.5K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
Salomon & Ludwin, LLC
978$95.6K0.0%ETFVery LowRichmond, VA2026-10-29
US Bancorp \de\
830$81.1K0.0%IndexLowMinneapolis, MN2026-11-05
Fortitude Family Office, LLC
814$79.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Reyes Financial Architecture, Inc.
753$73.6K0.0%ETFVery HighSan Diego, CA2026-10-22
Parallel Advisors, LLC
659$64.4K0.0%IndexLowSan Francisco, CA2026-11-03
Covestor Ltd
603$59.0K0.1%ValueHighLondon, United Kingdom2026-10-30
Curat Global, LLC
555$54.3K0.0%CoreMediumSpringfield, NH2026-10-26
Heritage Family Offices, LLP
503$49.2K0.0%GrowthHighScottsdale, AZ2026-11-02
USA Financial Formulas
473$46.2K0.0%ETFVery HighAda, MI2026-10-16
Cullen T Bankers, Inc.
472$46.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Root Financial Partners, LLC
465$45.5K0.0%ETFMediumEncinitas, CA2026-10-21
IFP Advisors, Inc
383$37.4K0.0%GrowthLowTampa, FL2026-10-16
Eukles Asset Management
333$32.6K0.0%CoreLowCincinnati, OH2026-11-04
EverSource Wealth Advisors, LLC
286$28.0K0.0%CoreMediumBirmingham, AL2026-11-04
Simplex Trading, LLC
285$27.9K0.0%CoreVery HighChicago, IL2026-11-04
First Horizon Corp
225$22.0K0.0%CoreLowMemphis, TN2026-10-26
Elyxium Wealth, LLC
188$18.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Larson Financial Group LLC
184$18.0K0.0%GrowthLowSt Louis, MO2026-11-05
Mather Group, Llc.
180$17.6K0.0%ETFMediumChicago, IL2026-10-14
Private Wealth Management Group, LLC
152$14.9K0.0%ETFLowPrinceton, NJ2026-10-19
Essential Partners LLC
131$12.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
MassMutual Private Wealth & Trust, FSB
123$12.0K0.0%CoreLowSpringfield, MA2026-10-05
WPG Advisers, LLC
96$9.4K0.0%CoreLowBaltimore, MD2026-10-27
Bell Investment Advisors, Inc
94$9.2K0.0%ETFVery LowOrinda, CA2026-10-29
Manchester Capital Management LLC
84$8.2K0.0%CoreLowManchester, VT2026-10-22
Bullock Wealth Management Group
83$8.0K0.0%GrowthLowBloomington, IN2026-10-09
Cedar Mountain Advisors, LLC
74$7.2K0.0%ETFVery LowLake Oswego, OR2026-10-15
Phillip James Consulting Co.
71$6.9K0.0%ETFVery HighPlymouth, MN2026-11-03
Torren Management, LLC
61$6.0K0.0%ETFMediumSan Diego, CA2026-10-29
Parkside Financial Bank & Trust
59$5.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
JFS Wealth Advisors, LLC
56$5.5K0.0%ETFVery LowHermitage, PA2026-11-03
Owl Creek Wealth Partners LLC
55$5.4K0.0%IndexLowGreenwood Village, CO2026-10-20
True Wealth Design, LLC
53$5.2K0.0%ETFMediumAkron, OH2026-10-13
Bare Financial Services, Inc
46$4.5K0.0%ETFVery LowGap, PA2026-11-04
Rossby Financial, LCC
46$4.5K0.0%ETFMediumMelbourne, FL2026-11-05
SJS Investment Consulting Inc.
44$4.3K0.0%ETFVery LowSylvania, OH2026-10-26
Farmers & Merchants Investments Inc
38$3.7K0.0%CoreVery LowLincoln, NE2026-10-22
Clark Wealth Partners
38$3.7K0.0%ETFVery LowO'Fallon, IL2026-10-19
Creative Capital Management Investments LLC
37$3.6K0.0%ETFLowSan Diego, CA2026-10-28
SBI Securities Co., Ltd.
36$3.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Signaturefd, LLC
35$3.4K0.0%IndexLowAtlanta, GA2026-10-23
TD Private Client Wealth LLC
34$3.3K0.0%ETFLowNew York, NY2026-10-28
Trust Co of Vermont
34$3.3K0.0%CoreVery LowBrattleboro, VT2026-10-21
William B. Walkup & Associates, Inc.
33$3.2K0.0%ValueLowColumbia, SC2026-11-05
Mowery & Schoenfeld Wealth Management, LLC
28$2.7K0.0%GrowthMediumLincolnshire, IL2026-10-28
Blue Trust, Inc.
28$2.7K0.0%ETFLowBrentwood, TN2026-10-15
UMB Private Wealth Management, LLC
28$2.7K0.0%GrowthN/AKansas City, MO2026-10-19
Provenance Wealth Advisors, LLC
25$2.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
MJT & Associates Financial Advisory Group, Inc.
22$2.2K0.0%ETFLowMontevideo, MN2026-10-07
Retirement Wealth Solutions LLC
19$1.9K0.0%ETFLowMarshfield, WI2026-10-07
DiNuzzo Private Wealth, Inc.
12$1.2K0.0%ETFLowBeaver, PA2026-10-16
Private Trust Co NA
11$1.1K0.0%CoreLowCleveland, OH2026-10-20
Bay Harbor Wealth Management, LLC
11$1.1K0.0%ETFMediumHunt Valley, MD2026-11-03
Creative Financial Designs Inc
10$9780.0%ETFMediumKokomo, IN2026-11-04
Valley National Advisers Inc
9$8800.0%ETFLowBethlehem, PA2026-10-23
Elevated Capital Advisors, LLC
8$7820.0%ETFMediumSandy, UT2026-11-04
Gilpin Wealth Management, LLC
7$6850.0%GrowthLowDenver, CO2026-10-09
Silver Grove Financial Group, Inc.
6$5870.0%CoreMediumOrchard Park, NY2026-11-05
Arlington Trust Co LLC
5$4890.0%ETFMediumBirmingham, AL2026-10-20
Financial Consulate, Inc
4$3910.0%ETFLowHunt Valley, MD2026-10-23
Proathlete Wealth Management LLC
3$2930.0%ETFVery LowBoca Raton, FL2026-10-15
DecisionPoint Financial, LLC
3$2910.0%ETFVery LowMesa, AZ2026-10-27
James T. Borello RIA
2$1960.0%ETFVery LowEast Dundee, IL2026-10-16
Abound Wealth Management
2$1960.0%ETFVery LowFranklin, TN2026-10-26
Quaker Wealth Management, LLC
1$980.0%ETFMediumMoorestown, NJ2026-10-22
Maryland Capital Advisors Inc.
1$980.0%ETFVery LowChester, MD2026-10-15
Davis Capital Management
1$980.0%CoreLowJacksonville, FL2026-10-08