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Appfolio Inc (APPF)

CUSIP: 03783C100 | NYSE | Technology · Software - Application | Mid Cap | 1042 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
13D/AMaurice J Duca6,410,68221.2%New 5%+ stakeAug 11, 2026No 13F filer matched
13G/APrincipal Global Investors1,549,6096.4%New 5%+ stakeJun 30, 2026No 13F filer matched
13D/AMaurice J Duca6,410,682
21.2% of class · Aug 11, 2026New 5%+ stake
No 13F filer matched
13G/APrincipal Global Investors1,549,609
6.4% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Principal Financial Group Inc1,376,573
0.1% of portfolio›$276.0M
Dimensional Fund Advisors LP330,403
0.0% of portfolio›$66.2M
Bank of New York Mellon Corp150,032
0.0% of portfolio›$30.1M
Brown Capital Management LLC99,549
3.8% of portfolio›$20.0M
Zevenbergen Capital Investments LLC57,300
0.3% of portfolio›$11.5M
Eulav Asset Management55,460
0.4% of portfolio›$11.1M
Riverbridge Partners LLC54,386
0.3% of portfolio›$10.9M
Granite Investment Partners, LLC45,692
0.5% of portfolio›$9.2M
Mission Wealth Management, LP42,113
0.1% of portfolio›$8.4M
TenCore Partners, LP37,240
5.9% of portfolio›$7.5M
Creative Planning36,639
0.0% of portfolio›$7.3M
Retirement Systems of Alabama24,844
0.0% of portfolio›$5.0M
Davidson Kahn Capital Management, LLC17,700
1.4% of portfolio›$3.5M
Alamar Capital Management, LLC17,510
1.8% of portfolio›$3.5M
Virginia Retirement Systems ET Al15,231
0.0% of portfolio›$3.1M
Assenagon Asset Management S.A.14,206
0.0% of portfolio›$2.8M
AGF Management LTD13,032
0.0% of portfolio›$2.6M
Alternative Investment Advisors, Llc.12,657
0.9% of portfolio›$2.5M
Parnassus Investments, LLC12,034
0.0% of portfolio›$2.4M
Isthmus Partners, LLC11,936
0.2% of portfolio›$2.4M
Amalgamated Bank11,522
0.0% of portfolio›$2.3M
Illinois Municipal Retirement Fund9,168
0.0% of portfolio›$1.8M
Mutual of America Capital Management LLC8,774
0.0% of portfolio›$1.8M
Thrivent Financial for Lutherans8,536
0.0% of portfolio›$1.7M
Bokf, NA8,305
0.0% of portfolio›$1.7M
Three Seasons Wealth, LLC7,970
0.1% of portfolio›$1.6M
State of New Jersey Common Pension Fund D7,925
0.0% of portfolio›$1.6M
New York State Teachers Retirement System7,560
0.0% of portfolio›$1.5M
Louisiana State Employees Retirement System7,200
0.0% of portfolio›$1.4M
Fifth Third Bancorp6,700
0.0% of portfolio›$1.3M
LVZ, Inc.6,573
0.1% of portfolio›$1.3M
Arizona State Retirement System6,432
0.0% of portfolio›$1.3M
Yousif Capital Management, LLC6,226
0.0% of portfolio›$1.2M
Evanson Financial, LLC6,000
0.1% of portfolio›$1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS5,749
0.0% of portfolio›$1.2M
State of Michigan Retirement System5,700
0.0% of portfolio›$1.1M
Fulcrum Asset Management LLP5,688
0.1% of portfolio›$1.1M
Assetmark, Inc5,502
0.0% of portfolio›$1.1M
Daiwa Securities Group Inc.5,460
0.0% of portfolio›$1.1M
Truist Financial Corp5,429
0.0% of portfolio›$1.1M
Integrity Alliance, Llc.5,404
0.0% of portfolio›$1.1M
Xponance LLC5,373
0.0% of portfolio›$1.1M
Oregon Public Employees Retirement Fund4,990
0.0% of portfolio›$1.0M
Citigroup Inc4,942
0.0% of portfolio›$991.0K
Wealth Enhancement Advisory Services, LLC4,879
0.0% of portfolio›$182.6K
Atria Investments, Inc4,724
0.0% of portfolio›$947.3K
Oppenheimer Asset Management Inc.4,519
0.0% of portfolio›$906.2K
Y-Intercept (Hong Kong) Ltd4,385
0.0% of portfolio›$879.3K
State of Alaska, Department of Revenue4,290
0.0% of portfolio›$860.0K
New Mexico Educational Retirement Board4,200
0.0% of portfolio›$842.0K
ABN Amro Investment Solutions4,191
0.0% of portfolio›$840.4K
AMI Asset Management Corp4,057
0.0% of portfolio›$813.5K
Kestra Investment Management, LLC4,023
0.0% of portfolio›$806.7K
NorthCrest Asset Manangement, LLC3,954
0.0% of portfolio›$780.7K
KCM Investment Advisors LLC3,716
0.0% of portfolio›$745.1K
Pictet Asset Management Holding SA3,613
0.0% of portfolio›$724.5K
Quadrant Capital Group LLC3,459
0.0% of portfolio›$688.4K
First Citizens Bank & Trust Co3,378
0.0% of portfolio›$677.4K
OP Asset Management Ltd3,327
0.0% of portfolio›$667.1K
US Bancorp \de\3,200
0.0% of portfolio›$641.7K
Resonant Capital Advisors, LLC2,605
0.0% of portfolio›$522.4K
Kestra Advisory Services, LLC2,602
0.0% of portfolio›$521.8K
Swiss Life Asset Management Ltd2,596
0.0% of portfolio›$520.6K
Highland Capital Management, LLC2,552
0.0% of portfolio›$511.7K
Jackson Creek Investment Advisors LLC2,445
0.4% of portfolio›$490.0K
Vise Technologies, Inc.2,292
0.0% of portfolio›$459.6K
Diversify Wealth Management, LLC2,102
0.0% of portfolio›$459.5K
Diversify Advisory Services, LLC2,102
0.0% of portfolio›$459.5K
Chemistry Wealth Management LLC2,074
0.1% of portfolio›$415.9K
Inspire Investing, LLC1,919
0.0% of portfolio›$384.8K
First Bank & Trust1,790
0.1% of portfolio›$358.9K
Seven Mile Advisory1,666
0.2% of portfolio›$334.1K
Linden Thomas Advisory Services, LLC1,586
0.0% of portfolio›$318.0K
Ethic Inc.1,550
0.0% of portfolio›$310.8K
DekaBank Deutsche Girozentrale1,455
0.0% of portfolio›$292.0K
Maryland State Retirement & Pension System1,350
0.0% of portfolio›$270.7K
Inscription Capital, LLC1,289
0.0% of portfolio›$258.5K
Cullinan Associates Inc1,200
0.0% of portfolio›$240.6K
Gamma Investing LLC1,194
0.0% of portfolio›$239.4K
Somerset Trust Co1,194
0.1% of portfolio›$239.4K
Motley Fool Asset Management LLC1,188
0.0% of portfolio›$238.2K
Birch Financial Group, LLC1,177
0.1% of portfolio›$236.0K
Elevation Point Wealth Partners, LLC1,150
0.0% of portfolio›$230.6K
Crossmark Global Holdings, Inc.1,133
0.0% of portfolio›$227.2K
Commonwealth Equity Services, LLC1,127
0.0% of portfolio›$226.0K
Steel Grove Capital Advisors, LLC1,073
0.0% of portfolio›$215.2K
Praxis Investment Management Inc1,048
0.0% of portfolio›$210.0K
ProShare Advisors LLC1,007
0.0% of portfolio›$201.9K
SteelPeak Wealth, LLC1,000
0.0% of portfolio›$200.5K
Strs Ohio938
0.0% of portfolio›$188.1K
Parallel Advisors, LLC854
0.0% of portfolio›$171.2K
KBC Group NV836
0.0% of portfolio›$168.0K
Covestor Ltd627
0.2% of portfolio›$126.0K
IFP Advisors, Inc624
0.0% of portfolio›$125.1K
Signaturefd, LLC612
0.0% of portfolio›$122.7K
Versant Capital Management, Inc536
0.0% of portfolio›$107.5K
Nisa Investment Advisors, LLC441
0.0% of portfolio›$88.4K
Exchange Traded Concepts, LLC422
0.0% of portfolio›$84.6K
Reyes Financial Architecture, Inc.320
0.0% of portfolio›$64.2K
Farther Finance Advisors, LLC273
0.0% of portfolio›$54.7K
Hilton Head Capital Partners, LLC200
0.0% of portfolio›$40.1K
Summit Securities Group LLC170
0.0% of portfolio›$34.1K
Leonteq Securities AG154
0.0% of portfolio›$30.9K
Blue Trust, Inc.145
0.0% of portfolio›$29.1K
Bell Investment Advisors, Inc132
0.0% of portfolio›$26.5K
Parkside Financial Bank & Trust127
0.0% of portfolio›$25.5K
MassMutual Private Wealth & Trust, FSB125
0.0% of portfolio›$25.1K
Private Trust Co NA91
0.0% of portfolio›$18.2K
First Horizon Corp83
0.0% of portfolio›$16.6K
Root Financial Partners, LLC69
0.0% of portfolio›$13.8K
Bayforest Capital Ltd65
0.0% of portfolio›$13.0K
Mather Group, Llc.60
0.0% of portfolio›$12.0K
Pinnacle Wealth Planning Services, Inc.58
0.0% of portfolio›$11.6K
Mitsubishi UFJ Asset Management Co., Ltd.56
0.0% of portfolio›$11.2K
First Command Advisory Services, Inc.56
0.0% of portfolio›$11.2K
Sterling Capital Management LLC52
0.0% of portfolio›$10.4K
EverSource Wealth Advisors, LLC50
0.0% of portfolio›$10.0K
Wolff Wiese Magana LLC42
0.0% of portfolio›$8.4K
American National Bank & Trust37
0.0% of portfolio›$7.4K
James T. Borello RIA34
0.0% of portfolio›$6.8K
Elevation Wealth Partners, LLC30
0.0% of portfolio›$6.0K
Silver Grove Financial Group, Inc.30
0.0% of portfolio›$6.0K
Beacon Investment Advisory Services, Inc.26
0.0% of portfolio›$5.2K
GK Wealth Management LLC25
0.0% of portfolio›$5.0K
Asset Dedication, LLC23
0.0% of portfolio›$4.6K
Fortitude Family Office, LLC20
0.0% of portfolio›$4.0K
Farmers & Merchants Investments Inc20
0.0% of portfolio›$4.0K
Gilpin Wealth Management, LLC19
0.0% of portfolio›$3.8K
SBI Securities Co., Ltd.17
0.0% of portfolio›$3.4K
Physician Wealth Advisors, Inc.16
0.0% of portfolio›$3.2K
Arlington Trust Co LLC16
0.0% of portfolio›$3.2K
SJS Investment Consulting Inc.16
0.0% of portfolio›$3.2K
Cape Investment Advisory, Inc.13
0.0% of portfolio›$2.6K
Smallwood Wealth Investment Management, LLC12
0.0% of portfolio›$2.4K
Private Wealth Management Group, LLC12
0.0% of portfolio›$2.4K
Highline Wealth Partners LLC12
0.0% of portfolio›$2.4K
Larson Financial Group LLC11
0.0% of portfolio›$2.2K
JFS Wealth Advisors, LLC8
0.0% of portfolio›$1.6K
Avion Wealth8
0.0% of portfolio›$1
Capital Advisors, Ltd. LLC8
0.0% of portfolio›$2
Security National Bank8
0.0% of portfolio›$1.6K
High Note Wealth, LLC7
0.0% of portfolio›$1.4K
Hughes Financial Services, LLC7
0.0% of portfolio›$1.4K
Abound Wealth Management6
0.0% of portfolio›$1.2K
CoreCap Advisors, LLC6
0.0% of portfolio›$1.2K
MV Capital Management, Inc.5
0.0% of portfolio›$1.0K
TD Private Client Wealth LLC5
0.0% of portfolio›$1.0K
West Paces Advisors Inc.5
0.0% of portfolio›$1.0K
Bay Harbor Wealth Management, LLC4
0.0% of portfolio›$802
Manchester Capital Management LLC4
0.0% of portfolio›$803
Rossby Financial, LCC3
0.0% of portfolio›$602
Trust Co of Vermont3
0.0% of portfolio›$602
Align Financial, LLC3
0.0% of portfolio›$602
Cromwell Holdings LLC3
0.0% of portfolio›$602
North Star Investment Management Corp.3
0.0% of portfolio›$602
WPG Advisers, LLC2
0.0% of portfolio›$401
Signature Equity Partners, LLC2
0.0% of portfolio›$401
Valley National Advisers Inc2
0.0% of portfolio›$402
Planning Strategies Inc.1
0.0% of portfolio›$201
TFC Financial Management, Inc.1
0.0% of portfolio›$201
DiNuzzo Private Wealth, Inc.1
0.0% of portfolio›$201
Proathlete Wealth Management LLC1
0.0% of portfolio›$200
Provenance Wealth Advisors, LLC1
0.0% of portfolio›$201
DecisionPoint Financial, LLC1
0.0% of portfolio›$205
American Capital Advisory, LLC1
0.0% of portfolio›$201
Creative Capital Management Investments LLC1
0.0% of portfolio›$201
Rakuten Securities, Inc.1
0.0% of portfolio›$201
StyleTurnoverLocationFiled
Principal Financial Group Inc
1,376,573$276.0M0.1%CoreLowDes Moines, IA2026-11-02
Dimensional Fund Advisors LP
330,403$66.2M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
150,032$30.1M0.0%CoreLowNew York, NY2026-11-05
Brown Capital Management LLC
99,549$20.0M3.8%Agg GrowthLowBaltimore, MD2026-10-27
Zevenbergen Capital Investments LLC
57,300$11.5M0.3%Agg GrowthMediumEdmonds, WA2026-10-08
Eulav Asset Management
55,460$11.1M0.4%GrowthMediumSarasota, FL2026-10-23
Riverbridge Partners LLC
54,386$10.9M0.3%GrowthLowMinneapolis, MN2026-11-05
Granite Investment Partners, LLC
45,692$9.2M0.5%CoreMediumEl Segundo, CA2026-11-04
Mission Wealth Management, LP
42,113$8.4M0.1%ETFLowSanta Barbara, CA2026-10-15
TenCore Partners, LP
37,240$7.5M5.9%GrowthMediumNew York, NY2026-11-05
Creative Planning
36,639$7.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Retirement Systems of Alabama
24,844$5.0M0.0%IndexLowMontgomery, AL2026-11-04
Davidson Kahn Capital Management, LLC
17,700$3.5M1.4%GrowthLowSherman Oaks, CA2026-10-26
Alamar Capital Management, LLC
17,510$3.5M1.8%GrowthMediumSanta Barbara, CA2026-11-02
Virginia Retirement Systems ET Al
15,231$3.1M0.0%CoreMediumRichmond, VA2026-10-28
Assenagon Asset Management S.A.
14,206$2.8M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
AGF Management LTD
13,032$2.6M0.0%GrowthHighToronto, Australia2026-11-03
Alternative Investment Advisors, Llc.
12,657$2.5M0.9%ETFMediumMaitland, FL2026-11-03
Parnassus Investments, LLC
12,034$2.4M0.0%GrowthMediumSan Francisco, CA2026-10-22
Isthmus Partners, LLC
11,936$2.4M0.2%ValueMediumMadison, WI2026-10-21
Amalgamated Bank
11,522$2.3M0.0%CoreVery LowNew York, NY2026-10-23
Illinois Municipal Retirement Fund
9,168$1.8M0.0%CoreMediumOak Brook, IL2026-11-05
Mutual of America Capital Management LLC
8,774$1.8M0.0%IndexLowNew York, NY2026-10-23
Thrivent Financial for Lutherans
8,536$1.7M0.0%GARPMediumMinneapolis, MN2026-11-05
Bokf, NA
8,305$1.7M0.0%CoreLowTulsa, OK2026-10-27
Three Seasons Wealth, LLC
7,970$1.6M0.1%GrowthMediumSalt Lake City, UT2026-11-03
State of New Jersey Common Pension Fund D
7,925$1.6M0.0%CoreLowTrenton, NJ2026-11-05
New York State Teachers Retirement System
7,560$1.5M0.0%CoreVery LowAlbany, NY2026-10-22
Louisiana State Employees Retirement System
7,200$1.4M0.0%IndexLowBaton Rouge, LA2026-10-20
Fifth Third Bancorp
6,700$1.3M0.0%IndexVery LowCincinnati, OH2026-11-05
LVZ, Inc.
6,573$1.3M0.1%ETFLowHolland, MI2026-10-20
Arizona State Retirement System
6,432$1.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
6,226$1.2M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Evanson Financial, LLC
6,000$1.2M0.1%ETFN/AMclean, VA2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
5,749$1.2M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
5,700$1.1M0.0%IndexLowEast Lansing, MI2026-10-27
Fulcrum Asset Management LLP
5,688$1.1M0.1%CoreMediumLondon, United Kingdom2026-11-04
Assetmark, Inc
5,502$1.1M0.0%ETFLowConcord, CA2026-10-21
Daiwa Securities Group Inc.
5,460$1.1M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Truist Financial Corp
5,429$1.1M0.0%CoreLowCharlotte, NC2026-10-30
Integrity Alliance, Llc.
5,404$1.1M0.0%ETFMediumUrbandale, IA2026-10-29
Xponance LLC
5,373$1.1M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Oregon Public Employees Retirement Fund
4,990$1.0M0.0%IndexVery LowTigard, OR2026-10-30
Citigroup Inc
4,942$991.0K0.0%CoreMediumNew York, NY2026-11-04
Wealth Enhancement Advisory Services, LLC
4,879$182.6K0.0%CoreLowPlymouth, MN2026-10-13
Atria Investments, Inc
4,724$947.3K0.0%CoreMediumCharlotte, NC2026-10-15
Oppenheimer Asset Management Inc.
4,519$906.2K0.0%CoreMediumNew York, NY2026-10-27
Y-Intercept (Hong Kong) Ltd
4,385$879.3K0.0%ValueVery HighHong Kong, South Korea2026-10-16
State of Alaska, Department of Revenue
4,290$860.0K0.0%CoreVery LowJuneau, AK2026-10-15
New Mexico Educational Retirement Board
4,200$842.0K0.0%IndexVery LowSanta Fe, NM2026-11-05
ABN Amro Investment Solutions
4,191$840.4K0.0%GrowthLowParis Cedex 008, India2026-10-21
AMI Asset Management Corp
4,057$813.5K0.0%GrowthMediumLos Angeles, CA2026-10-20
Kestra Investment Management, LLC
4,023$806.7K0.0%ETFMediumAustin, TX2026-11-04
NorthCrest Asset Manangement, LLC
3,954$780.7K0.0%GrowthLowPlymouth, MN2026-10-13
KCM Investment Advisors LLC
3,716$745.1K0.0%CoreVery LowGreenbrae, CA2026-10-27
Pictet Asset Management Holding SA
3,613$724.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Quadrant Capital Group LLC
3,459$688.4K0.0%CoreLowCincinnati, OH2026-10-20
First Citizens Bank & Trust Co
3,378$677.4K0.0%CoreMediumRaleigh, NC2026-10-14
OP Asset Management Ltd
3,327$667.1K0.0%GrowthMediumHelsinki, Hungary2026-11-05
US Bancorp \de\
3,200$641.7K0.0%IndexLowMinneapolis, MN2026-11-05
Resonant Capital Advisors, LLC
2,605$522.4K0.0%ETFLowMadison, WI2026-10-15
Kestra Advisory Services, LLC
2,602$521.8K0.0%CoreLowAustin, TX2026-11-02
Swiss Life Asset Management Ltd
2,596$520.6K0.0%CoreLowZurich, Switzerland2026-11-03
Highland Capital Management, LLC
2,552$511.7K0.0%GrowthMediumMemphis, TN2026-10-26
Jackson Creek Investment Advisors LLC
2,445$490.0K0.4%ValueVery HighCastle Rock, CO2026-11-04
Vise Technologies, Inc.
2,292$459.6K0.0%IndexLowNew York, NY2026-10-29
Diversify Wealth Management, LLC
2,102$459.5K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
2,102$459.5K0.0%GrowthLowSandy, UT2026-10-20
Chemistry Wealth Management LLC
2,074$415.9K0.1%CoreLowNew York, NY2026-10-16
Inspire Investing, LLC
1,919$384.8K0.0%GARPHighMeridian, ID2026-10-22
First Bank & Trust
1,790$358.9K0.1%CoreLowBrookings, SD2026-10-19
Seven Mile Advisory
1,666$334.1K0.2%GrowthLowTallahassee, FL2026-10-22
Linden Thomas Advisory Services, LLC
1,586$318.0K0.0%CoreLowCharlotte, NC2026-10-19
Ethic Inc.
1,550$310.8K0.0%CoreLowNew York, NY2026-11-03
DekaBank Deutsche Girozentrale
1,455$292.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Maryland State Retirement & Pension System
1,350$270.7K0.0%IndexVery LowBaltimore, MD2026-11-05
Inscription Capital, LLC
1,289$258.5K0.0%GARPMediumHouston, TX2026-11-02
Cullinan Associates Inc
1,200$240.6K0.0%CoreLowLouisville, KY2026-11-03
Gamma Investing LLC
1,194$239.4K0.0%IndexVery LowFoster City, CA2026-10-08
Somerset Trust Co
1,194$239.4K0.1%CoreVery LowSomerset, PA2026-10-13
Motley Fool Asset Management LLC
1,188$238.2K0.0%GrowthMediumAlexandria, VA2026-10-27
Birch Financial Group, LLC
1,177$236.0K0.1%CoreLowKeene, NH2026-10-27
Elevation Point Wealth Partners, LLC
1,150$230.6K0.0%CoreHighDenver, CO2026-11-05
Crossmark Global Holdings, Inc.
1,133$227.2K0.0%GARPMediumHouston, TX2026-10-21
Commonwealth Equity Services, LLC
1,127$226.0K0.0%ETFLowWaltham, MA2026-11-02
Steel Grove Capital Advisors, LLC
1,073$215.2K0.0%ETFLowMemphis, TN2026-10-13
Praxis Investment Management Inc
1,048$210.0K0.0%CoreLowGoshen, IN2026-11-03
ProShare Advisors LLC
1,007$201.9K0.0%GrowthLowBethesda, MD2026-10-29
SteelPeak Wealth, LLC
1,000$200.5K0.0%GrowthHighWoodland Hills, CA2026-10-16
Strs Ohio
938$188.1K0.0%CoreMediumColumbus, OH2026-10-30
Parallel Advisors, LLC
854$171.2K0.0%IndexLowSan Francisco, CA2026-11-03
KBC Group NV
836$168.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Covestor Ltd
627$126.0K0.2%ValueHighLondon, United Kingdom2026-10-30
IFP Advisors, Inc
624$125.1K0.0%GrowthLowTampa, FL2026-10-16
Signaturefd, LLC
612$122.7K0.0%IndexLowAtlanta, GA2026-10-23
Versant Capital Management, Inc
536$107.5K0.0%GARPLowPhoenix, AZ2026-10-02
Nisa Investment Advisors, LLC
441$88.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Exchange Traded Concepts, LLC
422$84.6K0.0%GrowthMediumOklahoma City, OK2026-10-28
Reyes Financial Architecture, Inc.
320$64.2K0.0%ETFVery HighSan Diego, CA2026-10-22
Farther Finance Advisors, LLC
273$54.7K0.0%IndexLowSan Francisco, CA2026-10-08
Hilton Head Capital Partners, LLC
200$40.1K0.0%CoreMediumHilton Head Island, SC2026-10-23
Summit Securities Group LLC
170$34.1K0.0%CoreVery HighNew York, NY2026-11-05
Leonteq Securities AG
154$30.9K0.0%CoreHighZurich, Switzerland2026-10-29
Blue Trust, Inc.
145$29.1K0.0%ETFLowBrentwood, TN2026-10-15
Bell Investment Advisors, Inc
132$26.5K0.0%ETFVery LowOrinda, CA2026-10-29
Parkside Financial Bank & Trust
127$25.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
MassMutual Private Wealth & Trust, FSB
125$25.1K0.0%CoreLowSpringfield, MA2026-10-05
Private Trust Co NA
91$18.2K0.0%CoreLowCleveland, OH2026-10-20
First Horizon Corp
83$16.6K0.0%CoreLowMemphis, TN2026-10-26
Root Financial Partners, LLC
69$13.8K0.0%ETFMediumEncinitas, CA2026-10-21
Bayforest Capital Ltd
65$13.0K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Mather Group, Llc.
60$12.0K0.0%ETFMediumChicago, IL2026-10-14
Pinnacle Wealth Planning Services, Inc.
58$11.6K0.0%GARPLowMansfield, OH2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
56$11.2K0.0%IndexVery LowTokyo, Mexico2026-11-05
First Command Advisory Services, Inc.
56$11.2K0.0%IndexLowFort Worth, TX2026-11-05
Sterling Capital Management LLC
52$10.4K0.0%GARPMediumCharlotte, NC2026-10-22
EverSource Wealth Advisors, LLC
50$10.0K0.0%CoreMediumBirmingham, AL2026-11-04
Wolff Wiese Magana LLC
42$8.4K0.0%GrowthLowCarslbad, CA2026-10-15
American National Bank & Trust
37$7.4K0.0%CoreVery LowWichita Falls, TX2026-10-07
James T. Borello RIA
34$6.8K0.0%ETFVery LowEast Dundee, IL2026-10-16
Elevation Wealth Partners, LLC
30$6.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Silver Grove Financial Group, Inc.
30$6.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Beacon Investment Advisory Services, Inc.
26$5.2K0.0%GrowthLowMorristown, NJ2026-10-13
GK Wealth Management LLC
25$5.0K0.0%GARPVery HighReno, NV2026-10-09
Asset Dedication, LLC
23$4.6K0.0%ETFLowSan Francisco, CA2026-11-03
Fortitude Family Office, LLC
20$4.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Farmers & Merchants Investments Inc
20$4.0K0.0%CoreVery LowLincoln, NE2026-10-22
Gilpin Wealth Management, LLC
19$3.8K0.0%GrowthLowDenver, CO2026-10-09
SBI Securities Co., Ltd.
17$3.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Physician Wealth Advisors, Inc.
16$3.2K0.0%ETFMediumMidvale, UT2026-10-20
Arlington Trust Co LLC
16$3.2K0.0%ETFMediumBirmingham, AL2026-10-20
SJS Investment Consulting Inc.
16$3.2K0.0%ETFVery LowSylvania, OH2026-10-26
Cape Investment Advisory, Inc.
13$2.6K0.0%ETFLowMcdonough, GA2026-10-13
Smallwood Wealth Investment Management, LLC
12$2.4K0.0%ETFVery LowRed Bank, NJ2026-10-30
Private Wealth Management Group, LLC
12$2.4K0.0%ETFLowPrinceton, NJ2026-10-19
Highline Wealth Partners LLC
12$2.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
Larson Financial Group LLC
11$2.2K0.0%GrowthLowSt Louis, MO2026-11-05
JFS Wealth Advisors, LLC
8$1.6K0.0%ETFVery LowHermitage, PA2026-11-03
Avion Wealth
8$10.0%ETFLowThe Woodlands, TX2026-11-04
Capital Advisors, Ltd. LLC
8$20.0%ETFLowShaker Heights, OH2026-10-27
Security National Bank
8$1.6K0.0%GrowthLowOmaha, NE2026-10-26
High Note Wealth, LLC
7$1.4K0.0%ETFVery LowDeephaven, MN2026-10-27
Hughes Financial Services, LLC
7$1.4K0.0%ETFLowHerndon, VA2026-10-30
Abound Wealth Management
6$1.2K0.0%ETFVery LowFranklin, TN2026-10-26
CoreCap Advisors, LLC
6$1.2K0.0%ETFMediumSouthfield, MI2026-10-08
MV Capital Management, Inc.
5$1.0K0.0%ETFLowBethesda, MD2026-10-29
TD Private Client Wealth LLC
5$1.0K0.0%ETFLowNew York, NY2026-10-28
West Paces Advisors Inc.
5$1.0K0.0%ETFLowAtlanta, GA2026-10-13
Bay Harbor Wealth Management, LLC
4$8020.0%ETFMediumHunt Valley, MD2026-11-03
Manchester Capital Management LLC
4$8030.0%CoreLowManchester, VT2026-10-22
Rossby Financial, LCC
3$6020.0%ETFMediumMelbourne, FL2026-11-05
Trust Co of Vermont
3$6020.0%CoreVery LowBrattleboro, VT2026-10-21
Align Financial, LLC
3$6020.0%ETFVery LowHermantown, MN2026-10-16
Cromwell Holdings LLC
3$6020.0%IndexLowJackson, WY2026-10-28
North Star Investment Management Corp.
3$6020.0%CoreLowChicago, IL2026-10-27
WPG Advisers, LLC
2$4010.0%CoreLowBaltimore, MD2026-10-27
Signature Equity Partners, LLC
2$4010.0%GrowthMediumColumbus, OH2026-10-29
Valley National Advisers Inc
2$4020.0%ETFLowBethlehem, PA2026-10-23
Planning Strategies Inc.
1$2010.0%ETFN/ALancaster, PA2026-10-02
TFC Financial Management, Inc.
1$2010.0%ETFVery LowBoston, MA2026-10-26
DiNuzzo Private Wealth, Inc.
1$2010.0%ETFLowBeaver, PA2026-10-16
Proathlete Wealth Management LLC
1$2000.0%ETFVery LowBoca Raton, FL2026-10-15
Provenance Wealth Advisors, LLC
1$2010.0%ETFLowFort Lauderdale, FL2026-10-30
DecisionPoint Financial, LLC
1$2050.0%ETFVery LowMesa, AZ2026-10-27
American Capital Advisory, LLC
1$2010.0%ETFLowKetchum, ID2026-10-28
Creative Capital Management Investments LLC
1$2010.0%ETFLowSan Diego, CA2026-10-28
Rakuten Securities, Inc.
1$2010.0%Agg GrowthHighTokyo, Mexico2026-11-02