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Ameris Bancorp (ABCB)

CUSIP: 03076K108 | NYSE | Financial Services · Banks - Regional | Mid Cap | 968 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/ANorth Reef Capital Management LP2,732,2434.1%Newly reportedJun 30, 2026No 13F filer matched
13G/ANorth Reef Capital Management LP2,732,243
4.1% of class · Jun 30, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP3,884,067
0.1% of portfolio›$308.9M
Congress Asset Management Co1,202,889
0.6% of portfolio›$95.7M
Principal Financial Group Inc984,349
0.0% of portfolio›$78.3M
Channing Capital Management, LLC952,213
2.0% of portfolio›$75.7M
Fort Washington Investment Advisors Inc337,539
0.1% of portfolio›$26.8M
Penn Capital Management Company, LLC255,810
1.5% of portfolio›$20.4M
Allspring Global Investments Holdings, LLC113,189
0.0% of portfolio›$9.1M
Strs Ohio87,400
0.0% of portfolio›$7.0M
Nilsine Partners, LLC67,337
0.4% of portfolio›$5.4M
Summit Creek Advisors LLC63,683
2.0% of portfolio›$5.1M
Citigroup Inc51,767
0.0% of portfolio›$4.1M
OAK Ridge Investments LLC46,007
0.2% of portfolio›$3.7M
Louisiana State Employees Retirement System26,800
0.0% of portfolio›$2.1M
Montag A & Associates Inc26,658
0.1% of portfolio›$2.1M
Linden Thomas Advisory Services, LLC25,266
0.2% of portfolio›$2.0M
Wealth Enhancement Advisory Services, LLC23,733
0.0% of portfolio›$1.9M
OP Asset Management Ltd22,434
0.0% of portfolio›$1.8M
State of New Jersey Common Pension Fund D21,919
0.0% of portfolio›$1.7M
New York State Teachers Retirement System20,117
0.0% of portfolio›$1.6M
Arizona State Retirement System18,003
0.0% of portfolio›$1.4M
Cahaba Wealth Management, Inc.17,159
0.1% of portfolio›$1.4M
Yousif Capital Management, LLC16,568
0.0% of portfolio›$1.3M
Amalgamated Bank16,387
0.0% of portfolio›$1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS14,812
0.0% of portfolio›$1.2M
Moody National Bank Trust Division14,611
0.1% of portfolio›$1.2M
Kestra Private Wealth Services, LLC14,260
0.0% of portfolio›$1.1M
Oregon Public Employees Retirement Fund14,139
0.0% of portfolio›$1.1M
State of Alaska, Department of Revenue13,304
0.0% of portfolio›$1.1M
Gibbs Wealth Management13,132
0.1% of portfolio›$1.0M
Creative Planning12,253
0.0% of portfolio›$974.3K
Kestra Advisory Services, LLC12,205
0.0% of portfolio›$970.5K
Pictet Asset Management Holding SA10,464
0.0% of portfolio›$832.1K
Keybank National Association10,384
0.0% of portfolio›$825.7K
Lido Advisors, LLC9,012
0.0% of portfolio›$716.7K
ProShare Advisors LLC8,895
0.0% of portfolio›$707.3K
Harbor Capital Advisors, Inc.8,827
0.1% of portfolio›$702.0K
BIP Wealth, LLC8,568
0.0% of portfolio›$681.3K
Concurrent Investment Advisors, LLC8,478
0.0% of portfolio›$674.2K
Atria Investments, Inc8,065
0.0% of portfolio›$641.3K
Inspire Investing, LLC7,988
0.0% of portfolio›$635.2K
Portside Wealth Group, LLC7,731
0.1% of portfolio›$614.8K
Salzhauer Michael7,325
0.2% of portfolio›$582.5K
Mutual of America Capital Management LLC7,174
0.0% of portfolio›$570.5K
HB Wealth Management, LLC7,102
0.0% of portfolio›$564.7K
Trust Co of Oklahoma7,006
0.1% of portfolio›$557.1K
Commonwealth Equity Services, LLC6,498
0.0% of portfolio›$516.7K
Xponance LLC6,232
0.0% of portfolio›$495.6K
Atlantic Edge Private Wealth Management, LLC5,587
0.1% of portfolio›$444.3K
Exchange Traded Concepts, LLC5,425
0.0% of portfolio›$431.4K
Guardian Partners Inc.5,200
0.0% of portfolio›$413.5K
Virginia Retirement Systems ET Al5,123
0.0% of portfolio›$407.4K
Choreo, LLC5,025
0.0% of portfolio›$407.7K
Allen Mooney & Barnes Investment Advisors LLC5,003
0.1% of portfolio›$397.8K
Sepio Capital, LP4,894
0.0% of portfolio›$389.2K
Praxis Investment Management Inc4,705
0.0% of portfolio›$374.0K
Ethic Inc.4,601
0.0% of portfolio›$365.9K
Elevation Point Wealth Partners, LLC4,553
0.0% of portfolio›$362.1K
Swiss Life Asset Management Ltd4,409
0.0% of portfolio›$350.6K
Profund Advisors LLC4,030
0.0% of portfolio›$320.5K
Truist Financial Corp3,961
0.0% of portfolio›$315.0K
Crossmark Global Holdings, Inc.3,935
0.0% of portfolio›$312.9K
Assetmark, Inc3,927
0.0% of portfolio›$312.3K
Brighton Jones LLC3,917
0.0% of portfolio›$311.5K
Vise Technologies, Inc.3,878
0.0% of portfolio›$308.4K
CIBC Asset Management Inc3,704
0.0% of portfolio›$294.5K
Sage Rhino Capital LLC3,426
0.0% of portfolio›$272.4K
Oppenheimer Asset Management Inc.3,283
0.0% of portfolio›$261.1K
Jacksonville Wealth Management, LLC3,245
0.1% of portfolio›$258.1K
Norden Group LLC3,088
0.0% of portfolio›$245.6K
Moss Adams Wealth Advisors LLC3,051
0.0% of portfolio›$243.2K
Genesee Capital Advisors, LLC2,962
0.1% of portfolio›$235.6K
MGO One Seven LLC2,918
0.0% of portfolio›$232.0K
Hohimer Wealth Management, LLC2,889
0.0% of portfolio›$229.7K
Sowell Financial Services LLC2,887
0.0% of portfolio›$229.5K
Fifth Third Wealth Advisors LLC2,792
0.0% of portfolio›$222.0K
Waters Parkerson & Co., LLC2,773
0.0% of portfolio›$220.5K
Nisa Investment Advisors, LLC2,680
0.0% of portfolio›$213.7K
Gamma Investing LLC2,656
0.0% of portfolio›$211.2K
Central Pacific Bank - Trust Division2,330
0.0% of portfolio›$185.3K
Pinnacle Wealth Planning Services, Inc.2,200
0.0% of portfolio›$174.9K
KBC Group NV2,147
0.0% of portfolio›$171.0K
EverSource Wealth Advisors, LLC2,016
0.0% of portfolio›$160.3K
Sterling Capital Management LLC1,272
0.0% of portfolio›$101.1K
Versant Capital Management, Inc1,013
0.0% of portfolio›$80.6K
Heritage Family Offices, LLP776
0.0% of portfolio›$61.7K
Essential Partners LLC697
0.0% of portfolio›$55.4K
Covestor Ltd628
0.1% of portfolio›$50.0K
Farther Finance Advisors, LLC625
0.0% of portfolio›$49.7K
1620 Investment Advisors, Inc.545
0.0% of portfolio›$43.3K
Signaturefd, LLC521
0.0% of portfolio›$41.4K
True Wealth Design, LLC442
0.0% of portfolio›$35.1K
Caitong International Asset Management Co., Ltd411
0.0% of portfolio›$32.7K
Salomon & Ludwin, LLC396
0.0% of portfolio›$31.5K
IFP Advisors, Inc383
0.0% of portfolio›$30.5K
Nfsg Corp380
0.0% of portfolio›$30.2K
Mitsubishi UFJ Asset Management Co., Ltd.378
0.0% of portfolio›$30.1K
Root Financial Partners, LLC334
0.0% of portfolio›$26.6K
Country Trust Bank299
0.0% of portfolio›$23.8K
Mather Group, Llc.296
0.0% of portfolio›$23.5K
First Horizon Corp284
0.0% of portfolio›$22.6K
Bare Financial Services, Inc276
0.0% of portfolio›$21.9K
Parkside Financial Bank & Trust203
0.0% of portfolio›$16.1K
Fortitude Family Office, LLC186
0.0% of portfolio›$14.8K
Blue Trust, Inc.159
0.0% of portfolio›$12.6K
GK Wealth Management LLC132
0.0% of portfolio›$10.5K
JFS Wealth Advisors, LLC109
0.0% of portfolio›$8.7K
Private Trust Co NA108
0.0% of portfolio›$8.6K
High Note Wealth, LLC90
0.0% of portfolio›$7.2K
Ascentis Wealth Management, LLC87
0.0% of portfolio›$6.9K
SJS Investment Consulting Inc.84
0.0% of portfolio›$6.7K
Tributary Capital Management, LLC74
0.0% of portfolio›$5.9K
Proathlete Wealth Management LLC72
0.0% of portfolio›$5.7K
Farmers & Merchants Investments Inc59
0.0% of portfolio›$4.7K
Marquette Asset Management, LLC55
0.0% of portfolio›$4.4K
Elyxium Wealth, LLC52
0.0% of portfolio›$4.1K
MassMutual Private Wealth & Trust, FSB44
0.0% of portfolio›$3.5K
Avion Wealth44
0.0% of portfolio›$3
Private Wealth Management Group, LLC36
0.0% of portfolio›$2.9K
Creative Capital Management Investments LLC31
0.0% of portfolio›$2.5K
Financial Network Wealth Advisors LLC30
0.0% of portfolio›$2.3K
Noble Wealth Management PBC30
0.0% of portfolio›$2.4K
Retirement Wealth Solutions LLC25
0.0% of portfolio›$2.0K
TD Private Client Wealth LLC25
0.0% of portfolio›$2.0K
Torren Management, LLC25
0.0% of portfolio›$2.0K
Valley National Advisers Inc22
0.0% of portfolio›$1.8K
DiNuzzo Private Wealth, Inc.18
0.0% of portfolio›$1.4K
Hughes Financial Services, LLC17
0.0% of portfolio›$1.4K
Bell Investment Advisors, Inc16
0.0% of portfolio›$1.3K
Bay Harbor Wealth Management, LLC16
0.0% of portfolio›$1.3K
Creative Financial Designs Inc12
0.0% of portfolio›$954
Gilpin Wealth Management, LLC8
0.0% of portfolio›$637
Birchwood Financial Partners, Inc.7
0.0% of portfolio›$557
UMB Private Wealth Management, LLC5
0.0% of portfolio›$398
Signature Equity Partners, LLC4
0.0% of portfolio›$333
DecisionPoint Financial, LLC2
0.0% of portfolio›$161
Parallel Advisors, LLC2
0.0% of portfolio›$159
GHP Investment Advisors, Inc.1
0.0% of portfolio›$80
Maryland Capital Advisors Inc.1
0.0% of portfolio›$80
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
3,884,067$308.9M0.1%IndexLowAustin, TX2026-11-04
Congress Asset Management Co
1,202,889$95.7M0.6%GrowthMediumBoston, MA2026-10-06
Principal Financial Group Inc
984,349$78.3M0.0%CoreLowDes Moines, IA2026-11-02
Channing Capital Management, LLC
952,213$75.7M2.0%ValueHighChicago, IL2026-11-02
Fort Washington Investment Advisors Inc
337,539$26.8M0.1%CoreLowCincinnati, OH2026-10-15
Penn Capital Management Company, LLC
255,810$20.4M1.5%ValueHighPhiladelphia, PA2026-11-04
Allspring Global Investments Holdings, LLC
113,189$9.1M0.0%CoreMediumCharlotte, NC2026-11-04
Strs Ohio
87,400$7.0M0.0%CoreMediumColumbus, OH2026-10-30
Nilsine Partners, LLC
67,337$5.4M0.4%CoreMediumGreenwood Village, CO2026-11-02
Summit Creek Advisors LLC
63,683$5.1M2.0%GARPLowMinneapolis, MN2026-11-03
Citigroup Inc
51,767$4.1M0.0%CoreMediumNew York, NY2026-11-04
OAK Ridge Investments LLC
46,007$3.7M0.2%MomentumMediumChicago, IL2026-10-30
Louisiana State Employees Retirement System
26,800$2.1M0.0%IndexLowBaton Rouge, LA2026-10-20
Montag A & Associates Inc
26,658$2.1M0.1%CoreLowAtlanta, GA2026-10-29
Linden Thomas Advisory Services, LLC
25,266$2.0M0.2%CoreLowCharlotte, NC2026-10-19
Wealth Enhancement Advisory Services, LLC
23,733$1.9M0.0%CoreLowPlymouth, MN2026-10-13
OP Asset Management Ltd
22,434$1.8M0.0%GrowthMediumHelsinki, Hungary2026-11-05
State of New Jersey Common Pension Fund D
21,919$1.7M0.0%CoreLowTrenton, NJ2026-11-05
New York State Teachers Retirement System
20,117$1.6M0.0%CoreVery LowAlbany, NY2026-10-22
Arizona State Retirement System
18,003$1.4M0.0%IndexVery LowPhoenix, AZ2026-11-03
Cahaba Wealth Management, Inc.
17,159$1.4M0.1%ETFVery LowAtlanta, GA2026-10-26
Yousif Capital Management, LLC
16,568$1.3M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
16,387$1.3M0.0%CoreVery LowNew York, NY2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
14,812$1.2M0.0%CoreLowHarrisburg, PA2026-11-03
Moody National Bank Trust Division
14,611$1.2M0.1%CoreMediumGalveston, TX2026-10-06
Kestra Private Wealth Services, LLC
14,260$1.1M0.0%GrowthLowAustin, TX2026-10-30
Oregon Public Employees Retirement Fund
14,139$1.1M0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
13,304$1.1M0.0%CoreVery LowJuneau, AK2026-10-15
Gibbs Wealth Management
13,132$1.0M0.1%CoreLowAlpharetta, GA2026-10-22
Creative Planning
12,253$974.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Kestra Advisory Services, LLC
12,205$970.5K0.0%CoreLowAustin, TX2026-11-02
Pictet Asset Management Holding SA
10,464$832.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Keybank National Association
10,384$825.7K0.0%CoreLowBrooklyn, OH2026-11-04
Lido Advisors, LLC
9,012$716.7K0.0%GrowthLowLos Angeles, CA2026-11-04
ProShare Advisors LLC
8,895$707.3K0.0%GrowthLowBethesda, MD2026-10-29
Harbor Capital Advisors, Inc.
8,827$702.0K0.1%ValueHighChicago, IL2026-10-22
BIP Wealth, LLC
8,568$681.3K0.0%ETFMediumAtlanta, GA2026-10-22
Concurrent Investment Advisors, LLC
8,478$674.2K0.0%GrowthMediumTampa, FL2026-10-16
Atria Investments, Inc
8,065$641.3K0.0%CoreMediumCharlotte, NC2026-10-15
Inspire Investing, LLC
7,988$635.2K0.0%GARPHighMeridian, ID2026-10-22
Portside Wealth Group, LLC
7,731$614.8K0.1%CoreMediumProvo, UT2026-10-20
Salzhauer Michael
7,325$582.5K0.2%GARPLowNew York, NY2026-10-28
Mutual of America Capital Management LLC
7,174$570.5K0.0%IndexLowNew York, NY2026-10-23
HB Wealth Management, LLC
7,102$564.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Trust Co of Oklahoma
7,006$557.1K0.1%MomentumLowTulsa, OK2026-10-15
Commonwealth Equity Services, LLC
6,498$516.7K0.0%ETFLowWaltham, MA2026-11-02
Xponance LLC
6,232$495.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Atlantic Edge Private Wealth Management, LLC
5,587$444.3K0.1%CoreLowJacksonville, FL2026-10-20
Exchange Traded Concepts, LLC
5,425$431.4K0.0%GrowthMediumOklahoma City, OK2026-10-28
Guardian Partners Inc.
5,200$413.5K0.0%ValueMediumToronto, South Africa2026-10-21
Virginia Retirement Systems ET Al
5,123$407.4K0.0%CoreMediumRichmond, VA2026-10-28
Choreo, LLC
5,025$407.7K0.0%IndexLowRockford, IL2026-10-28
Allen Mooney & Barnes Investment Advisors LLC
5,003$397.8K0.1%ValueLowThomasville, GA2026-10-08
Sepio Capital, LP
4,894$389.2K0.0%ETFLowSalt Lake City, UT2026-10-22
Praxis Investment Management Inc
4,705$374.0K0.0%CoreLowGoshen, IN2026-11-03
Ethic Inc.
4,601$365.9K0.0%CoreLowNew York, NY2026-11-03
Elevation Point Wealth Partners, LLC
4,553$362.1K0.0%CoreHighDenver, CO2026-11-05
Swiss Life Asset Management Ltd
4,409$350.6K0.0%CoreLowZurich, Switzerland2026-11-03
Profund Advisors LLC
4,030$320.5K0.0%GrowthLowBethesda, MD2026-10-29
Truist Financial Corp
3,961$315.0K0.0%CoreLowCharlotte, NC2026-10-30
Crossmark Global Holdings, Inc.
3,935$312.9K0.0%GARPMediumHouston, TX2026-10-21
Assetmark, Inc
3,927$312.3K0.0%ETFLowConcord, CA2026-10-21
Brighton Jones LLC
3,917$311.5K0.0%CoreVery LowSeattle, WA2026-11-03
Vise Technologies, Inc.
3,878$308.4K0.0%IndexLowNew York, NY2026-10-29
CIBC Asset Management Inc
3,704$294.5K0.0%GARPLowToronto, South Africa2026-11-05
Sage Rhino Capital LLC
3,426$272.4K0.0%ETFLowMenlo Park, CA2026-10-28
Oppenheimer Asset Management Inc.
3,283$261.1K0.0%CoreMediumNew York, NY2026-10-27
Jacksonville Wealth Management, LLC
3,245$258.1K0.1%ETFVery LowJacksonville, FL2026-10-30
Norden Group LLC
3,088$245.6K0.0%GrowthMediumProvo, UT2026-10-20
Moss Adams Wealth Advisors LLC
3,051$243.2K0.0%ETFLowSeattle, WA2026-10-28
Genesee Capital Advisors, LLC
2,962$235.6K0.1%ETFMediumAuburn, NY2026-10-20
MGO One Seven LLC
2,918$232.0K0.0%GrowthLowBeachwood, OH2026-10-28
Hohimer Wealth Management, LLC
2,889$229.7K0.0%CoreHighSeattle, WA2026-11-04
Sowell Financial Services LLC
2,887$229.5K0.0%CoreLowNorth Little Rock, AR2026-10-23
Fifth Third Wealth Advisors LLC
2,792$222.0K0.0%IndexVery LowCincinnati, OH2026-10-22
Waters Parkerson & Co., LLC
2,773$220.5K0.0%CoreVery LowNew Orleans, LA2026-11-04
Nisa Investment Advisors, LLC
2,680$213.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Gamma Investing LLC
2,656$211.2K0.0%IndexVery LowFoster City, CA2026-10-08
Central Pacific Bank - Trust Division
2,330$185.3K0.0%CoreMediumHonolulu, HI2026-10-06
Pinnacle Wealth Planning Services, Inc.
2,200$174.9K0.0%GARPLowMansfield, OH2026-10-27
KBC Group NV
2,147$171.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
EverSource Wealth Advisors, LLC
2,016$160.3K0.0%CoreMediumBirmingham, AL2026-11-04
Sterling Capital Management LLC
1,272$101.1K0.0%GARPMediumCharlotte, NC2026-10-22
Versant Capital Management, Inc
1,013$80.6K0.0%GARPLowPhoenix, AZ2026-10-02
Heritage Family Offices, LLP
776$61.7K0.0%GrowthHighScottsdale, AZ2026-11-02
Essential Partners LLC
697$55.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Covestor Ltd
628$50.0K0.1%ValueHighLondon, United Kingdom2026-10-30
Farther Finance Advisors, LLC
625$49.7K0.0%IndexLowSan Francisco, CA2026-10-08
1620 Investment Advisors, Inc.
545$43.3K0.0%ValueLowPlymouth, MA2026-11-04
Signaturefd, LLC
521$41.4K0.0%IndexLowAtlanta, GA2026-10-23
True Wealth Design, LLC
442$35.1K0.0%ETFMediumAkron, OH2026-10-13
Caitong International Asset Management Co., Ltd
411$32.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Salomon & Ludwin, LLC
396$31.5K0.0%ETFVery LowRichmond, VA2026-10-29
IFP Advisors, Inc
383$30.5K0.0%GrowthLowTampa, FL2026-10-16
Nfsg Corp
380$30.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.
378$30.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
Root Financial Partners, LLC
334$26.6K0.0%ETFMediumEncinitas, CA2026-10-21
Country Trust Bank
299$23.8K0.0%GrowthLowBloomington, IL2026-10-30
Mather Group, Llc.
296$23.5K0.0%ETFMediumChicago, IL2026-10-14
First Horizon Corp
284$22.6K0.0%CoreLowMemphis, TN2026-10-26
Bare Financial Services, Inc
276$21.9K0.0%ETFVery LowGap, PA2026-11-04
Parkside Financial Bank & Trust
203$16.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Fortitude Family Office, LLC
186$14.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Blue Trust, Inc.
159$12.6K0.0%ETFLowBrentwood, TN2026-10-15
GK Wealth Management LLC
132$10.5K0.0%GARPVery HighReno, NV2026-10-09
JFS Wealth Advisors, LLC
109$8.7K0.0%ETFVery LowHermitage, PA2026-11-03
Private Trust Co NA
108$8.6K0.0%CoreLowCleveland, OH2026-10-20
High Note Wealth, LLC
90$7.2K0.0%ETFVery LowDeephaven, MN2026-10-27
Ascentis Wealth Management, LLC
87$6.9K0.0%Agg GrowthLowDallas, TX2026-11-03
SJS Investment Consulting Inc.
84$6.7K0.0%ETFVery LowSylvania, OH2026-10-26
Tributary Capital Management, LLC
74$5.9K0.0%ValueMediumOmaha, NE2026-10-28
Proathlete Wealth Management LLC
72$5.7K0.0%ETFVery LowBoca Raton, FL2026-10-15
Farmers & Merchants Investments Inc
59$4.7K0.0%CoreVery LowLincoln, NE2026-10-22
Marquette Asset Management, LLC
55$4.4K0.0%ETFVery LowMinneapolis, MN2026-10-09
Elyxium Wealth, LLC
52$4.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
MassMutual Private Wealth & Trust, FSB
44$3.5K0.0%CoreLowSpringfield, MA2026-10-05
Avion Wealth
44$30.0%ETFLowThe Woodlands, TX2026-11-04
Private Wealth Management Group, LLC
36$2.9K0.0%ETFLowPrinceton, NJ2026-10-19
Creative Capital Management Investments LLC
31$2.5K0.0%ETFLowSan Diego, CA2026-10-28
Financial Network Wealth Advisors LLC
30$2.3K0.0%ETFLowMurray, UT2026-10-28
Noble Wealth Management PBC
30$2.4K0.0%YieldMediumGreenwood Village, CO2026-10-01
Retirement Wealth Solutions LLC
25$2.0K0.0%ETFLowMarshfield, WI2026-10-07
TD Private Client Wealth LLC
25$2.0K0.0%ETFLowNew York, NY2026-10-28
Torren Management, LLC
25$2.0K0.0%ETFMediumSan Diego, CA2026-10-29
Valley National Advisers Inc
22$1.8K0.0%ETFLowBethlehem, PA2026-10-23
DiNuzzo Private Wealth, Inc.
18$1.4K0.0%ETFLowBeaver, PA2026-10-16
Hughes Financial Services, LLC
17$1.4K0.0%ETFLowHerndon, VA2026-10-30
Bell Investment Advisors, Inc
16$1.3K0.0%ETFVery LowOrinda, CA2026-10-29
Bay Harbor Wealth Management, LLC
16$1.3K0.0%ETFMediumHunt Valley, MD2026-11-03
Creative Financial Designs Inc
12$9540.0%ETFMediumKokomo, IN2026-11-04
Gilpin Wealth Management, LLC
8$6370.0%GrowthLowDenver, CO2026-10-09
Birchwood Financial Partners, Inc.
7$5570.0%ETFVery LowBloomington, MN2026-11-02
UMB Private Wealth Management, LLC
5$3980.0%GrowthN/AKansas City, MO2026-10-19
Signature Equity Partners, LLC
4$3330.0%GrowthMediumColumbus, OH2026-10-29
DecisionPoint Financial, LLC
2$1610.0%ETFVery LowMesa, AZ2026-10-27
Parallel Advisors, LLC
2$1590.0%IndexLowSan Francisco, CA2026-11-03
GHP Investment Advisors, Inc.
1$800.0%CoreVery LowDenver, CO2026-10-15
Maryland Capital Advisors Inc.
1$800.0%ETFVery LowChester, MD2026-10-15