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ARM Holdings PLC (ARM)

CUSIP: 042068205 | US | Technology · Semiconductors | Large Cap | 1578 institutional holders

Quarters

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

Robeco Schweiz AG777,229
4.1% of portfolio›$225.1M
Hyperion Asset Management Ltd727,273
5.8% of portfolio›$210.7M
Mirae Asset Global Investments Co., Ltd.621,412
0.3% of portfolio›$180.0M
Citigroup Inc576,256
0.1% of portfolio›$166.9M
ProShare Advisors LLC421,817
0.2% of portfolio›$122.2M
Congress Asset Management Co389,126
0.7% of portfolio›$112.7M
Swedbank AB327,800
0.1% of portfolio›$95.0M
Pacific Heights Asset Management LLC320,000
3.0% of portfolio›$92.7M
Sustainable Growth Advisers, LP319,057
0.9% of portfolio›$92.4M
Neos Investment Management LLC286,066
0.3% of portfolio›$82.9M
AGF Management LTD277,849
0.3% of portfolio›$80.5M
Bank of New York Mellon Corp255,952
0.0% of portfolio›$74.1M
Tran Capital Management, L.P.237,291
7.9% of portfolio›$68.7M
GF Fund Management Co. Ltd.213,897
0.8% of portfolio›$62.0M
CIBC Asset Management Inc152,516
0.1% of portfolio›$44.2M
Reynders McVeigh Capital Management, LLC129,595
1.6% of portfolio›$37.5M
Raiffeisen Bank International AG110,204
0.4% of portfolio›$32.4M
M & L Capital Management Ltd92,300
5.6% of portfolio›$26.7M
Unicom Systems, Inc.89,000
1.8% of portfolio›$25.8M
SBI Securities Co., Ltd.87,410
0.6% of portfolio›$25.3M
Sumitomo Mitsui Trust Group, Inc.86,297
0.0% of portfolio›$25.0M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.84,909
0.7% of portfolio›$24.6M
Creative Planning81,528
0.0% of portfolio›$23.6M
Bank Julius Baer & Co. Ltd, Zurich79,931
0.1% of portfolio›$23.2M
Union Bancaire Privee, UBP SA79,468
0.2% of portfolio›$20.3M
Assetmark, Inc67,478
0.0% of portfolio›$19.5M
Harel Insurance Investments & Financial Services Ltd.66,000
0.2% of portfolio›$19.1M
Spear Advisors LLC64,165
8.1% of portfolio›$18.6M
Zevenbergen Capital Investments LLC62,945
0.4% of portfolio›$18.2M
AMI Asset Management Corp60,908
1.0% of portfolio›$17.6M
Mitsubishi UFJ Asset Management Co., Ltd.60,487
0.0% of portfolio›$17.5M
Rakuten Investment Management, Inc.60,364
0.0% of portfolio›$17.7M
United Capital Management of KS, Inc.59,579
2.3% of portfolio›$17.3M
Cambridge Investment Research Advisors, Inc.50,513
0.1% of portfolio›$14.6M
Diversify Advisory Services, LLC50,068
0.2% of portfolio›$12.3M
Diversify Wealth Management, LLC50,068
0.2% of portfolio›$12.3M
iA Global Asset Management Inc.49,982
0.4% of portfolio›$14.5M
Pictet Asset Management Holding SA48,782
0.0% of portfolio›$14.1M
Nixon Peabody Trust Co48,014
0.9% of portfolio›$13.9M
Brighton Jones LLC46,363
0.2% of portfolio›$13.4M
Midwest Trust Co45,978
0.1% of portfolio›$13.3M
Oppenheimer & Co Inc45,623
0.1% of portfolio›$13.2M
Stanley-Laman Group, Ltd.45,569
1.4% of portfolio›$13.2M
Daiwa Securities Group Inc.45,400
0.0% of portfolio›$13.2M
Global X Japan Co., Ltd.44,601
0.5% of portfolio›$12.9M
Maytree Asset Management Ltd44,222
6.6% of portfolio›$12.8M
Slow Capital, Inc.42,463
1.4% of portfolio›$12.3M
SEB Asset Management AB40,000
0.0% of portfolio›$11.6M
Maple Capital Management, Inc.39,081
0.7% of portfolio›$11.3M
Schaper Benz & Wise Investment Counsel Inc38,630
0.7% of portfolio›$11.2M
Profund Advisors LLC34,816
0.3% of portfolio›$10.1M
Exchange Traded Concepts, LLC30,951
0.0% of portfolio›$9.0M
Oppenheimer Asset Management Inc.30,770
0.1% of portfolio›$8.9M
Pinnacle Associates LTD29,972
0.1% of portfolio›$8.7M
Generate Investment Management Ltd29,556
0.3% of portfolio›$8.6M
Westwood Wealth Management28,785
2.4% of portfolio›$8.3M
Chicago Capital, LLC28,260
0.2% of portfolio›$8.2M
Jackson Square Capital, LLC27,863
1.2% of portfolio›$8.1M
Louisiana State Employees Retirement System27,500
0.1% of portfolio›$8.0M
Fideuram Asset Management (Ireland) dac27,359
0.2% of portfolio›$7.7M
Aegon Asset Management UK PLC27,205
0.1% of portfolio›$7.9M
Baker Chad R24,250
1.1% of portfolio›$7.0M
Kestra Advisory Services, LLC23,659
0.0% of portfolio›$6.9M
Commonwealth Equity Services, LLC23,462
0.0% of portfolio›$6.8M
Nfsg Corp23,313
0.8% of portfolio›$6.8M
Caitong International Asset Management Co., Ltd23,231
0.6% of portfolio›$6.7M
Atria Investments, Inc22,677
0.1% of portfolio›$6.6M
Imc-Chicago, LLC21,913
0.0% of portfolio›$6.3M
Defender Capital, Llc.20,459
1.9% of portfolio›$5.9M
Bochk Asset Management Ltd20,432
0.8% of portfolio›$5.9M
Blue Fin Capital, Inc.20,415
0.8% of portfolio›$5.9M
180 Wealth Advisors, LLC20,257
0.6% of portfolio›$5.9M
VMS Asset Management Limited19,705
2.2% of portfolio›$5.7M
Lido Advisors, LLC19,621
0.0% of portfolio›$5.7M
Asset Management One Co., Ltd.19,216
0.0% of portfolio›$5.6M
TD Waterhouse Canada Inc.19,181
0.0% of portfolio›$5.6M
Elevation Point Wealth Partners, LLC18,362
0.1% of portfolio›$5.3M
Factory Mutual Insurance Co17,900
0.0% of portfolio›$5.2M
Haven Capital Group, Inc.17,243
3.8% of portfolio›$5.0M
HWG Holdings LP17,036
1.1% of portfolio›$4.9M
Midwest Professional Planners, Ltd.16,091
0.9% of portfolio›$4.7M
Robocap Asset Management Ltd15,529
3.3% of portfolio›$4.5M
Independent Solutions Wealth Management, LLC15,163
0.6% of portfolio›$4.4M
Farther Finance Advisors, LLC14,784
0.0% of portfolio›$4.3M
China Universal Asset Management Co., Ltd.14,724
0.2% of portfolio›$4.3M
Rakuten Securities, Inc.14,373
1.2% of portfolio›$4.2M
VestGen Advisors, LLC14,243
0.1% of portfolio›$4.1M
Ascent Wealth Partners, LLC13,866
0.4% of portfolio›$4.0M
Corps Capital Advisors, LLC13,815
3.1% of portfolio›$4.0M
Robeco Institutional Asset Management B.V.12,551
0.0% of portfolio›$3.6M
NLB Skladi, upravljanje premozenja, d.o.o.12,540
0.1% of portfolio›$3.6M
Vontobel Holding Ltd.12,469
0.0% of portfolio›$3.6M
PKO Investment Management Joint-Stock Co12,000
0.2% of portfolio›$3.5M
Simplicity Wealth,LLC11,730
0.1% of portfolio›$3.4M
Covea Finance11,583
0.1% of portfolio›$3.4M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna11,466
1.1% of portfolio›$3.3M
Hoey Investments, Inc11,002
0.4% of portfolio›$3.2M
Laurion Capital Management LP10,901
0.1% of portfolio›$3.2M
Michael J. Porro & Co. Financial Advisors, Inc.10,804
1.9% of portfolio›$3.1M
Independent Financial Group, LLC10,712
0.1% of portfolio›$3.1M
Quantum Private Wealth, LLC10,288
0.8% of portfolio›$3.0M
J. Safra Sarasin Holding AG10,227
0.0% of portfolio›$3.0M
Lazard Freres Gestion S.A.S.10,030
0.1% of portfolio›$2.9M
Leonteq Securities AG9,737
0.1% of portfolio›$2.8M
Paragon Capital Management Inc9,451
2.1% of portfolio›$2.7M
Willner & Heller, LLC9,021
1.7% of portfolio›$2.6M
Tower View Wealth Management LLC8,843
1.1% of portfolio›$2.6M
Sumitomo Mitsui DS Asset Management Company, Ltd8,800
0.0% of portfolio›$2.5M
Steel Grove Capital Advisors, LLC8,650
0.2% of portfolio›$2.5M
CFM Wealth Partners LLC8,635
0.3% of portfolio›$2.5M
Cantor Fitzgerald Investment Advisors L.P.8,520
0.1% of portfolio›$2.5M
Harbour Capital Advisors, LLC8,306
0.4% of portfolio›$2.4M
Wealth Enhancement Advisory Services, LLC8,183
0.0% of portfolio›$2.3M
Haven Private, LLC8,142
0.9% of portfolio›$2.4M
Concurrent Investment Advisors, LLC7,875
0.0% of portfolio›$2.3M
AIA Group Ltd7,320
0.0% of portfolio›$2.1M
US Bancorp \de\7,308
0.0% of portfolio›$2.1M
Perigon Wealth Management, LLC6,863
0.0% of portfolio›$2.0M
Prime Capital Investment Advisors, LLC6,799
0.0% of portfolio›$2.0M
Kestra Private Wealth Services, LLC6,719
0.0% of portfolio›$1.9M
Formidable Asset Management, LLC6,376
0.3% of portfolio›$2.3M
Hilton Head Capital Partners, LLC6,363
1.0% of portfolio›$1.8M
Castle Rock Wealth Management, LLC6,236
0.4% of portfolio›$1.9M
Crossmark Global Holdings, Inc.6,022
0.0% of portfolio›$1.7M
MacKenzie Financial Corp6,008
0.0% of portfolio›$1.7M
Truist Financial Corp6,005
0.0% of portfolio›$1.7M
Metatron Capital Sicav plc - Metatron Long Term Equity Fund6,000
0.8% of portfolio›$1.7M
B. Metzler seel. Sohn & Co. AG5,889
0.0% of portfolio›$1.7M
B. Riley Wealth Advisors, Inc.5,813
0.1% of portfolio›$1.7M
Fortem Financial Group, LLC5,743
0.3% of portfolio›$1.7M
ROI Financial Advisors, LLC5,617
0.8% of portfolio›$1.6M
WealthPlan Investment Management, LLC5,576
0.1% of portfolio›$1.6M
J.W. Cole Advisors, Inc.5,239
0.0% of portfolio›$1.5M
Prospera Financial Services Inc5,092
0.0% of portfolio›$1.0M
Hennion & Walsh Asset Management, Inc.4,969
0.0% of portfolio›$1.4M
Argonautica Private Wealth Management, Inc4,803
0.4% of portfolio›$1.4M
Wedmont Private Capital4,801
0.0% of portfolio›$1.3M
TrueMark Investments, LLC4,709
0.2% of portfolio›$1.4M
Focus Financial Network, Inc.4,686
0.0% of portfolio›$1.4M
Convergence Financial, LLC4,615
0.2% of portfolio›$1.3M
Lake Street Private Wealth, LLC4,496
0.1% of portfolio›$1.3M
Huntleigh Advisors, Inc.4,480
0.2% of portfolio›$1.3M
Golden State Wealth Management, LLC4,391
0.1% of portfolio›$1.3M
Capstone Capital Management Ltd4,324
0.5% of portfolio›$1.3M
KCM Investment Advisors LLC4,315
0.0% of portfolio›$1.2M
International Assets Investment Management, LLC4,190
0.1% of portfolio›$1.2M
Cornerstone Wealth Management, LLC4,183
0.1% of portfolio›$1.2M
Americana Partners, LLC4,179
0.0% of portfolio›$1.2M
BankChampaign, National Association4,026
1.0% of portfolio›$1.2M
Artemis Wealth Advisors, LLC4,000
0.1% of portfolio›$1.2M
Meridian Wealth Management, LLC3,941
0.0% of portfolio›$1.1M
Strategic Blueprint, LLC3,782
0.1% of portfolio›$1.1M
AXS Investments LLC3,764
0.1% of portfolio›$1.1M
FIG Financial Advisory Services Inc3,694
0.6% of portfolio›$1.1M
Henry James International Management Inc.3,679
0.3% of portfolio›$1.1M
HUB Investment Partners, LLC3,648
0.0% of portfolio›$1.1M
Cherry Creek Investment Advisors, Inc.3,430
0.4% of portfolio›$993.5K
Oak Grove Capital LLC3,400
0.0% of portfolio›$984.8K
Tufton Capital Management3,399
0.4% of portfolio›$984.0K
IFP Advisors, Inc3,397
0.0% of portfolio›$984.0K
Sage Capital Management, LLC3,382
0.4% of portfolio›$980.4K
Balboa Wealth Partners3,352
0.1% of portfolio›$970.9K
Parallel Advisors, LLC3,221
0.0% of portfolio›$932.9K
Park Avenue Securities LLC3,100
0.0% of portfolio›$898.0K
Compound Planning, Inc.3,098
0.0% of portfolio›$897.4K
111 Capital3,037
0.1% of portfolio›$879.7K
Parisi Gray Wealth Management2,928
0.2% of portfolio›$848.3K
Cane Capital Partners, LLC2,920
0.3% of portfolio›$845.8K
Covenant Asset Management, LLC2,834
0.1% of portfolio›$820.9K
Alps Advisors Inc2,810
0.0% of portfolio›$813.9K
TFB Advisors LLC2,722
0.3% of portfolio›$788.5K
Accel Wealth Management2,611
0.2% of portfolio›$756.3K
Veracity Capital LLC2,575
0.2% of portfolio›$745.8K
Ahara Advisors LLC2,527
0.4% of portfolio›$732.0K
Gainplan LLC2,500
0.3% of portfolio›$724.2K
Portfolio Design Labs, LLC2,476
0.1% of portfolio›$717.2K
Apollon Wealth Management, LLC2,463
0.0% of portfolio›$713.5K
Prescott Group Capital Management, L.L.C.2,462
0.1% of portfolio›$713.1K
Total Clarity Wealth Management, Inc.2,449
0.1% of portfolio›$709.4K
Sagespring Wealth Partners, LLC2,447
0.0% of portfolio›$708.8K
Cornerstone Wealth Group, LLC2,339
0.0% of portfolio›$677.5K
Creative Financial Designs Inc2,332
0.0% of portfolio›$675.5K
Blue Line Capital, LLC / IL2,313
0.5% of portfolio›$670.0K
Sigma Planning Corp2,306
0.0% of portfolio›$668.1K
D.A. Davidson & Co.2,217
0.0% of portfolio›$642.2K
Crown Wealth Group, LLC2,204
0.2% of portfolio›$638.4K
AlphaCore Capital LLC2,153
0.0% of portfolio›$623.6K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,114
0.0% of portfolio›$612.3K
United Advisor Group, LLC2,113
0.1% of portfolio›$612.1K
Fifth Third Bancorp2,104
0.0% of portfolio›$609.4K
Larson Financial Group LLC2,062
0.0% of portfolio›$597.3K
Ascent Group, LLC2,055
0.0% of portfolio›$595.3K
Gerber Kawasaki Wealth & Investment Management2,055
0.0% of portfolio›$595.3K
CenterBook Partners LP2,051
0.0% of portfolio›$594.1K
Xcel Wealth Management, LLC2,029
0.1% of portfolio›$587.7K
Cidel Asset Management Inc2,019
0.0% of portfolio›$584.6K
Costello Asset Management, Inc2,017
0.2% of portfolio›$584.2K
Robertson Stephens Wealth Management, LLC2,010
0.0% of portfolio›$582.2K
Williams Jones Wealth Management, Llc.2,000
0.0% of portfolio›$579.3K
Zullo Investment Group, Inc.1,985
0.2% of portfolio›$575.0K
Purus Wealth Management, LLC1,951
0.2% of portfolio›$565.1K
Global Trust Asset Management, LLC1,927
0.2% of portfolio›$558.2K
Signature Equity Partners, LLC1,917
0.2% of portfolio›$555.3K
Integrity Alliance, Llc.1,906
0.0% of portfolio›$552.1K
WBI Investments, LLC1,880
0.1% of portfolio›$544.6K
AdvisorNet Financial, Inc1,841
0.0% of portfolio›$438.2K
Goldenstone Wealth Management LLC1,834
0.3% of portfolio›$531.2K
TBH Global Asset Management, LLC1,826
0.1% of portfolio›$528.8K
EverSource Wealth Advisors, LLC1,824
0.0% of portfolio›$528.3K
Ascentis Independent Advisors1,821
0.0% of portfolio›$527.4K
Provenance Wealth Advisors, LLC1,803
0.0% of portfolio›$522.3K
Westover Capital Advisors, LLC1,800
0.1% of portfolio›$521.4K
Pembroke Management, LTD1,771
0.1% of portfolio›$513.0K
Kingswood Wealth Advisors, LLC1,763
0.0% of portfolio›$510.7K
Asset Dedication, LLC1,720
0.0% of portfolio›$498.2K
bLong Financial, LLC1,710
0.3% of portfolio›$495.3K
Signal Advisors Wealth, LLC1,705
0.0% of portfolio›$493.9K
Kaizen Financial Strategies1,680
0.2% of portfolio›$486.6K
Strong Retirement Solutions LLC1,677
0.3% of portfolio›$485.8K
Mystic Asset Management, Inc.1,665
0.1% of portfolio›$482.3K
Wedbush Securities Inc1,596
0.0% of portfolio›$462.0K
KRS Capital Management, LLC1,568
0.2% of portfolio›$454.2K
Blue Trust, Inc.1,560
0.0% of portfolio›$451.9K
Spirit of America Management Corp1,500
0.1% of portfolio›$434.5K
Coquina Private Wealth LLC1,500
0.3% of portfolio›$434.5K
First Affirmative Financial Network1,482
0.1% of portfolio›$429.2K
Wolff Wiese Magana LLC1,479
0.2% of portfolio›$428.4K
Brookstone Capital Management1,471
0.0% of portfolio›$426.1K
Mizuho Securities Co. Ltd.1,460
10.6% of portfolio›$422.9K
Laurel OAK Wealth Management, LLC1,423
0.1% of portfolio›$412.2K
Vise Technologies, Inc.1,410
0.0% of portfolio›$408.4K
RDA Financial Network1,406
0.1% of portfolio›$407.3K
Walser Wealth Management Company, A Ltd Liability Co1,404
0.2% of portfolio›$406.7K
LCM Capital Management Inc1,380
0.2% of portfolio›$399.7K
Ritholtz Wealth Management1,368
0.0% of portfolio›$396.1K
William John Sempolinski1,367
0.2% of portfolio›$396.0K
Providence First Trust Co1,364
0.1% of portfolio›$395.1K
Fairvoy Private Wealth, LLC1,324
0.1% of portfolio›$383.5K
CoreCap Advisors, LLC1,316
0.0% of portfolio›$381.2K
Zega Investments, LLC1,300
0.0% of portfolio›$376.6K
Avidian Wealth Enterprises, LLC1,300
0.0% of portfolio›$376.5K
Claro Advisors Inc.1,292
0.0% of portfolio›$374.2K
Altfest L J & Co Inc1,283
0.0% of portfolio›$371.6K
Cache Advisors, LLC1,280
0.0% of portfolio›$370.8K
Ashton Thomas Securities, LLC1,274
0.0% of portfolio›$369.0K
Choreo, LLC1,273
0.0% of portfolio›$369.2K
Retirement Planning Co of New England, Inc.1,271
0.1% of portfolio›$368.2K
Hudock, Inc.1,255
0.0% of portfolio›$363.5K
Mirador Capital Partners LP1,251
0.0% of portfolio›$362.4K
Franchise GP Ltd1,250
0.2% of portfolio›$362.1K
Atlantic Edge Private Wealth Management, LLC1,250
0.1% of portfolio›$362.1K
Worthington Financial Partners, LLC1,238
0.3% of portfolio›$358.6K
Schmidt P J Investment Management Inc1,222
0.1% of portfolio›$354.0K
Cordoba Advisory Partners LLC1,212
0.0% of portfolio›$351.1K
Albion Financial Group1,200
0.0% of portfolio›$347.6K
Chiron Capital Management, LLC1,200
0.3% of portfolio›$347.6K
Wealthcare Advisory Partners LLC1,187
0.0% of portfolio›$343.8K
Mission Wealth Management, LP1,186
0.0% of portfolio›$343.5K
GC Wealth Management RIA, LLC1,183
0.0% of portfolio›$342.7K
Integrated Advisors Network LLC1,183
0.0% of portfolio›$342.6K
Spire Wealth Management1,170
0.0% of portfolio›$338.9K
Fearless Solutions, LLC dba Best Invest1,167
0.2% of portfolio›$338.0K
Connecticut Capital Management Group, LLC1,162
0.3% of portfolio›$336.6K
Norden Group LLC1,160
0.0% of portfolio›$336.0K
Sowell Financial Services LLC1,159
0.0% of portfolio›$335.8K
SmartHarvest Portfolios, LLC1,135
0.1% of portfolio›$328.8K
Traynor Capital Management, Inc.1,132
0.0% of portfolio›$328.0K
RAM Investment Partners, LLC1,117
0.1% of portfolio›$323.6K
Signaturefd, LLC1,090
0.0% of portfolio›$315.7K
Keybank National Association1,086
0.0% of portfolio›$314.6K
Gateway Investment Advisers LLC1,076
0.0% of portfolio›$311.7K
Resonant Capital Advisors, LLC1,059
0.0% of portfolio›$306.8K
Rossmore Private Capital1,055
0.0% of portfolio›$305.6K
Vista Investment Partners II, LLC1,042
0.1% of portfolio›$301.8K
Rockline Wealth Management, LLC1,037
0.1% of portfolio›$300.4K
Stronghold Wealth Management L.L.C.1,036
0.4% of portfolio›$300.1K
Almanack Investment Partners, Llc.1,024
0.0% of portfolio›$296.6K
New York Life Investment Management LLC1,019
0.0% of portfolio›$295.2K
Yankcom Partnership1,014
0.1% of portfolio›$293.7K
Portside Wealth Group, LLC1,006
0.0% of portfolio›$291.4K
Obermeyer Wealth Partners1,003
0.0% of portfolio›$290.5K
Dynamic Advisor Solutions LLC1,002
0.0% of portfolio›$290.3K
Avalon Capital Management1,001
0.1% of portfolio›$290.0K
Mindset Wealth Management, LLC1,001
0.1% of portfolio›$290.0K
Grandview Asset Management LLC1,000
0.1% of portfolio›$289.7K
Griffin Asset Management, Inc.1,000
0.0% of portfolio›$289.7K
Capital Investment Counsel, Inc1,000
0.0% of portfolio›$289.7K
Amplius Wealth Advisors, LLC1,000
0.0% of portfolio›$289.7K
Central Valley Advisors, LLC1,000
0.1% of portfolio›$289.7K
Chicago Partners Investment Group LLC996
0.0% of portfolio›$209.5K
Davenport & Co LLC934
0.0% of portfolio›$270.6K
SteelPeak Wealth, LLC931
0.0% of portfolio›$269.6K
Brown, Lisle Ings, Inc.921
0.1% of portfolio›$266.8K
Murphy & Mullick Capital Management Corp911
0.2% of portfolio›$263.9K
GoalFusion Wealth Management, LLC905
0.1% of portfolio›$262.1K
Wealth Architects, LLC889
0.0% of portfolio›$257.5K
Valley National Advisers Inc870
0.0% of portfolio›$252.0K
Midwest Financial Group LLC863
0.1% of portfolio›$250.0K
SeaCrest Wealth Management, LLC855
0.0% of portfolio›$247.7K
PW Nova Financial Services LLC845
0.0% of portfolio›$244.8K
Verus Capital Partners, LLC813
0.0% of portfolio›$235.5K
Jeppson Wealth Management, LLC806
0.1% of portfolio›$233.5K
Aspen Investment Management Inc805
0.1% of portfolio›$233.0K
Welch & Forbes LLC800
0.0% of portfolio›$231.7K
Harbor Capital Advisors, Inc.796
0.0% of portfolio›$231.0K
Victrix Investment Advisors796
0.1% of portfolio›$230.6K
Acorn Wealth Advisors, LLC790
0.1% of portfolio›$228.8K
Vann Equity Management LLC789
0.1% of portfolio›$228.5K
HB Wealth Management, LLC785
0.0% of portfolio›$227.4K
Fifth Third Wealth Advisors LLC781
0.0% of portfolio›$226.2K
First Bank & Trust773
0.0% of portfolio›$223.9K
Visionary Wealth Advisors773
0.0% of portfolio›$223.9K
Smith Shellnut Wilson LLC765
0.1% of portfolio›$221.6K
MCF Advisors LLC764
0.0% of portfolio›$221.3K
Westside Investment Management, Inc.750
0.0% of portfolio›$220.8K
MGO One Seven LLC739
0.0% of portfolio›$214.1K
Courier Capital LLC730
0.0% of portfolio›$211.5K
QTR Family Wealth, LLC729
0.1% of portfolio›$211.2K
RFG Advisory, LLC719
0.0% of portfolio›$208.3K
New Hampshire Trust714
0.0% of portfolio›$206.8K
Stiles Financial Services Inc710
0.1% of portfolio›$205.7K
Ascentis Wealth Management, LLC708
0.0% of portfolio›$205.1K
Patriot Financial Group Insurance Agency, LLC701
0.0% of portfolio›$203.1K
Bfsg, LLC700
0.0% of portfolio›$202.8K
Evansbrook LLC700
0.1% of portfolio›$202.8K
Comprehensive Financial Planning, Inc.700
0.1% of portfolio›$202.8K
Roberts Wealth Advisors, LLC699
0.0% of portfolio›$202.5K
Apollon Financial, LLC696
0.0% of portfolio›$201.6K
Northbridge Financial Group, LLC695
0.1% of portfolio›$210.3K
Accredited Investors Inc.694
0.0% of portfolio›$201.0K
Quadcap Wealth Management, LLC693
0.0% of portfolio›$200.7K
Gamma Investing LLC655
0.0% of portfolio›$189.7K
TrinityBridge Ltd635
0.0% of portfolio›$184.0K
Eastern Bank572
0.0% of portfolio›$165.7K
Summit Securities Group LLC544
0.0% of portfolio›$157.6K
Royal Fund Management, LLC500
0.0% of portfolio›$144.8K
Cullen T Bankers, Inc.495
0.0% of portfolio›$143.4K
Plante Moran Financial Advisors, LLC458
0.0% of portfolio›$132.7K
Jacobi Capital Management LLC444
0.0% of portfolio›$128.6K
Sterling Capital Management LLC406
0.0% of portfolio›$117.6K
Wealth Analytics Partners, LLC394
0.0% of portfolio›$114.1K
Loring Wolcott & Coolidge Fiduciary Advisors LLP375
0.0% of portfolio›$108.6K
Nova Financial LLC347
0.0% of portfolio›$100.5K
TFC Financial Management, Inc.316
0.0% of portfolio›$91.5K
Montag A & Associates Inc314
0.0% of portfolio›$91.0K
Harbor Investment Advisory, LLC300
0.0% of portfolio›$86.9K
Pinnacle Wealth Planning Services, Inc.283
0.0% of portfolio›$82.0K
Fairscale Capital, LLC257
0.0% of portfolio›$52.9K
Financial Consulate, Inc250
0.0% of portfolio›$72.4K
Godsey & Gibb, Inc250
0.0% of portfolio›$72.4K
Lanark Financial, Inc.220
0.0% of portfolio›$63.7K
Silver Grove Financial Group, Inc.209
0.0% of portfolio›$60.5K
Pittenger & Anderson Inc205
0.0% of portfolio›$59.4K
CX Institutional201
0.0% of portfolio›$58
Syntax Research, Inc.200
0.0% of portfolio›$57.9K
Barrett & Company, Inc.195
0.0% of portfolio›$56.5K
Armstrong Advisory Group, Inc193
0.0% of portfolio›$55.9K
Signature Resources Capital Management, LLC188
0.0% of portfolio›$54.5K
Jcic Asset Management Inc.182
0.0% of portfolio›$52.7K
Compass Financial Management LLC171
0.0% of portfolio›$49.5K
Wilkerson Advisory Group LLC166
0.0% of portfolio›$48.1K
Cassaday & Co Wealth Management LLC163
0.0% of portfolio›$47.2K
Concord Wealth Partners161
0.0% of portfolio›$46.6K
WPG Advisers, LLC154
0.0% of portfolio›$44.6K
Asset Planning,Inc150
0.0% of portfolio›$43.4K
Compagnie Lombard Odier SCmA150
0.0% of portfolio›$43.4K
Catalyst Capital Advisors LLC141
0.0% of portfolio›$40.8K
Physician Wealth Advisors, Inc.136
0.0% of portfolio›$39.4K
First Command Advisory Services, Inc.132
0.0% of portfolio›$38.2K
SRH Advisors, LLC131
0.0% of portfolio›$37.9K
Birch Financial Group, LLC125
0.0% of portfolio›$36.2K
Rydar Equities, Inc.120
0.0% of portfolio›$35.3K
CGC Financial Services, LLC114
0.0% of portfolio›$33.0K
SJS Investment Consulting Inc.109
0.0% of portfolio›$31.6K
Kings Path Partners LLC100
0.0% of portfolio›$29.0K
Flagship Wealth Advisors, LLC100
0.0% of portfolio›$29.0K
Centerpoint Advisors, LLC100
0.0% of portfolio›$29.0K
North Star Investment Management Corp.100
0.0% of portfolio›$29.0K
Key FInancial Inc100
0.0% of portfolio›$29.0K
Cape Investment Advisory, Inc.78
0.0% of portfolio›$22.6K
Mosley Wealth Management76
0.0% of portfolio›$18.6K
Bear Mountain Capital, Inc.75
0.0% of portfolio›$17.0K
Sawyer & Company, Inc70
0.0% of portfolio›$20.3K
Hilltop National Bank67
0.0% of portfolio›$19.4K
Proathlete Wealth Management LLC67
0.0% of portfolio›$19.4K
Rossby Financial, LCC66
0.0% of portfolio›$19.1K
Investment Research & Advisory Group, Inc.66
0.0% of portfolio›$19.1K
Private Trust Co NA61
0.0% of portfolio›$17.7K
Hurley Capital, LLC60
0.0% of portfolio›$17.4K
Bullock Wealth Management Group53
0.0% of portfolio›$15.5K
Kingdom Financial Group Llc.53
0.0% of portfolio›$15.4K
Strengthening Families & Communities, LLC52
0.0% of portfolio›$15.1K
Versant Capital Management, Inc51
0.0% of portfolio›$14.8K
Marshall & Sterling Wealth Advisors Inc.50
0.0% of portfolio›$14.5K
Farmers & Merchants Investments Inc50
0.0% of portfolio›$14.5K
DeDora Capital, Inc.46
0.0% of portfolio›$13.3K
Root Financial Partners, LLC46
0.0% of portfolio›$13.3K
NBH Bank44
0.0% of portfolio›$12.7K
Nemes Rush Group LLC44
0.0% of portfolio›$12.7K
FNY Investment Advisers, LLC43
0.0% of portfolio›$12
TD Private Client Wealth LLC40
0.0% of portfolio›$11.6K
Southern Michigan Bank & Trust40
0.0% of portfolio›$11.6K
Barnes Dennig Private Wealth Management LLC39
0.0% of portfolio›$11.3K
Nisa Investment Advisors, LLC35
0.0% of portfolio›$10.1K
Western Pacific Wealth Management, LP35
0.0% of portfolio›$10.1K
Moisand Fitzgerald Tamayo, LLC33
0.0% of portfolio›$9.6K
IFS Advisors, LLC32
0.0% of portfolio›$9.3K
Investors Research Corp30
0.0% of portfolio›$8.7K
Archer Investment Corp30
0.0% of portfolio›$8.7K
Reyes Financial Architecture, Inc.30
0.0% of portfolio›$8.7K
Meriwether Wealth & Planning, LLC30
0.0% of portfolio›$8.7K
Quest 10 Wealth Builders, Inc.25
0.0% of portfolio›$7.2K
Legacy Bridge, LLC25
0.0% of portfolio›$7.2K
PayPay Securities Corp21
0.2% of portfolio›$6.1K
Tradewinds Capital Management, LLC20
0.0% of portfolio›$5.8K
Toth Financial Advisory Corp20
0.0% of portfolio›$5.8K
Abound Wealth Management18
0.0% of portfolio›$5.2K
JFS Wealth Advisors, LLC17
0.0% of portfolio›$4.8K
Retirement Wealth Solutions LLC14
0.0% of portfolio›$4.1K
Trust Co13
0.0% of portfolio›$3.8K
Peterson Wealth Services10
0.0% of portfolio›$2.9K
Latitude Advisors, LLC10
0.0% of portfolio›$2.9K
KBC Group NV10
0.0% of portfolio›$3
Bell Investment Advisors, Inc9
0.0% of portfolio›$2.6K
Lloyd Advisory Services, Llc.8
0.0% of portfolio›$2.3K
Highline Wealth Partners LLC7
0.0% of portfolio›$2.0K
Contravisory Investment Management, Inc.6
0.0% of portfolio›$1.7K
Gilpin Wealth Management, LLC5
0.0% of portfolio›$1.4K
Cedar Mountain Advisors, LLC4
0.0% of portfolio›$1.2K
Key Capital Management, Inc3
0.0% of portfolio›$869
Marquette Asset Management, LLC2
0.0% of portfolio›$580
Lodestone Wealth Management LLC2
0.0% of portfolio›$579
Mather Group, Llc.1
0.0% of portfolio›$290
Covestor Ltd0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Robeco Schweiz AG
777,229$225.1M4.1%GrowthMediumZurich, Switzerland2026-10-23
Hyperion Asset Management Ltd
727,273$210.7M5.8%Agg GrowthMediumRoyal Exchange, China2026-10-20
Mirae Asset Global Investments Co., Ltd.
621,412$180.0M0.3%GrowthLowSeoul, Malaysia2026-11-03
Citigroup Inc
576,256$166.9M0.1%CoreMediumNew York, NY2026-11-04
ProShare Advisors LLC
421,817$122.2M0.2%GrowthLowBethesda, MD2026-10-29
Congress Asset Management Co
389,126$112.7M0.7%GrowthMediumBoston, MA2026-10-06
Swedbank AB
327,800$95.0M0.1%GrowthLowStockholm, Sweden2026-10-27
Pacific Heights Asset Management LLC
320,000$92.7M3.0%CoreVery LowSan Francisco, CA2026-11-03
Sustainable Growth Advisers, LP
319,057$92.4M0.9%GrowthMediumStamford, CT2026-10-15
Neos Investment Management LLC
286,066$82.9M0.3%IndexVery LowWestport, CT2026-11-04
AGF Management LTD
277,849$80.5M0.3%GrowthHighToronto, Australia2026-11-03
Bank of New York Mellon Corp
255,952$74.1M0.0%CoreLowNew York, NY2026-11-05
Tran Capital Management, L.P.
237,291$68.7M7.9%MomentumMediumSan Rafael, CA2026-10-19
GF Fund Management Co. Ltd.
213,897$62.0M0.8%Agg GrowthMediumGuangzhou, France2026-10-26
CIBC Asset Management Inc
152,516$44.2M0.1%GARPLowToronto, South Africa2026-11-05
Reynders McVeigh Capital Management, LLC
129,595$37.5M1.6%GrowthLowBoston, MA2026-10-30
Raiffeisen Bank International AG
110,204$32.4M0.4%GrowthMediumVienna, Chile2026-10-28
M & L Capital Management Ltd
92,300$26.7M5.6%Agg GrowthHighLondon, United Kingdom2026-10-26
Unicom Systems, Inc.
89,000$25.8M1.8%Agg GrowthVery LowLas Vegas, NV2026-10-13
SBI Securities Co., Ltd.
87,410$25.3M0.6%Agg GrowthLowTokyo, Mexico2026-10-22
Sumitomo Mitsui Trust Group, Inc.
86,297$25.0M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
84,909$24.6M0.7%CoreHighTurin, Latvia2026-10-22
Creative Planning
81,528$23.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
79,931$23.2M0.1%GrowthMediumZurich, Switzerland2026-10-29
Union Bancaire Privee, UBP SA
79,468$20.3M0.2%GrowthMediumGeneva 1, Switzerland2026-11-04
Assetmark, Inc
67,478$19.5M0.0%ETFLowConcord, CA2026-10-21
Harel Insurance Investments & Financial Services Ltd.
66,000$19.1M0.2%GrowthHighRamat Gan, Luxembourg2026-11-02
Spear Advisors LLC
64,165$18.6M8.1%Agg GrowthHighEast Hampton, NY2026-10-27
Zevenbergen Capital Investments LLC
62,945$18.2M0.4%Agg GrowthMediumEdmonds, WA2026-10-08
AMI Asset Management Corp
60,908$17.6M1.0%GrowthMediumLos Angeles, CA2026-10-20
Mitsubishi UFJ Asset Management Co., Ltd.
60,487$17.5M0.0%IndexVery LowTokyo, Mexico2026-11-05
Rakuten Investment Management, Inc.
60,364$17.7M0.0%ETFMediumTokyo, Mexico2026-10-30
United Capital Management of KS, Inc.
59,579$17.3M2.3%GrowthMediumSalina, KS2026-11-04
Cambridge Investment Research Advisors, Inc.
50,513$14.6M0.1%ETFLowFairfield, IA2026-11-02
Diversify Advisory Services, LLC
50,068$12.3M0.2%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
50,068$12.3M0.2%GrowthMediumSandy, UT2026-10-20
iA Global Asset Management Inc.
49,982$14.5M0.4%GrowthMediumQuebec, Austria2026-10-29
Pictet Asset Management Holding SA
48,782$14.1M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Nixon Peabody Trust Co
48,014$13.9M0.9%GrowthLowBoston, MA2026-10-23
Brighton Jones LLC
46,363$13.4M0.2%CoreVery LowSeattle, WA2026-11-03
Midwest Trust Co
45,978$13.3M0.1%CoreLowOverland Park, KS2026-10-22
Oppenheimer & Co Inc
45,623$13.2M0.1%CoreLowNew York, NY2026-10-26
Stanley-Laman Group, Ltd.
45,569$13.2M1.4%GrowthMediumBerwyn, PA2026-10-20
Daiwa Securities Group Inc.
45,400$13.2M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Global X Japan Co., Ltd.
44,601$12.9M0.5%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Maytree Asset Management Ltd
44,222$12.8M6.6%Agg GrowthVery HighHong Kong, South Korea2026-10-29
Slow Capital, Inc.
42,463$12.3M1.4%Agg GrowthLowGreenbrae, CA2026-10-23
SEB Asset Management AB
40,000$11.6M0.0%CoreN/AStockholm, Sweden2026-11-04
Maple Capital Management, Inc.
39,081$11.3M0.7%GrowthLowMontpelier, VT2026-11-02
Schaper Benz & Wise Investment Counsel Inc
38,630$11.2M0.7%CoreVery LowNeenah, WI2026-10-09
Profund Advisors LLC
34,816$10.1M0.3%GrowthLowBethesda, MD2026-10-29
Exchange Traded Concepts, LLC
30,951$9.0M0.0%GrowthMediumOklahoma City, OK2026-10-28
Oppenheimer Asset Management Inc.
30,770$8.9M0.1%CoreMediumNew York, NY2026-10-27
Pinnacle Associates LTD
29,972$8.7M0.1%CoreLowNew York, NY2026-10-20
Generate Investment Management Ltd
29,556$8.6M0.3%GrowthHighAuckland, Peru2026-10-14
Westwood Wealth Management
28,785$8.3M2.4%Agg GrowthHighLos Angeles, CA2026-10-29
Chicago Capital, LLC
28,260$8.2M0.2%GrowthLowChicago, IL2026-10-13
Jackson Square Capital, LLC
27,863$8.1M1.2%Agg GrowthMediumSan Francisco, CA2026-10-19
Louisiana State Employees Retirement System
27,500$8.0M0.1%IndexLowBaton Rouge, LA2026-10-20
Fideuram Asset Management (Ireland) dac
27,359$7.7M0.2%CoreHighDublin 1, Lithuania2026-10-29
Aegon Asset Management UK PLC
27,205$7.9M0.1%GrowthMediumEdinburgh, United Kingdom2026-11-04
Baker Chad R
24,250$7.0M1.1%GrowthLowPerrysburg, OH2026-10-22
Kestra Advisory Services, LLC
23,659$6.9M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
23,462$6.8M0.0%ETFLowWaltham, MA2026-11-02
Nfsg Corp
23,313$6.8M0.8%Agg GrowthMediumBoca Raton, FL2026-10-15
Caitong International Asset Management Co., Ltd
23,231$6.7M0.6%GrowthVery HighHong Kong, South Korea2026-10-29
Atria Investments, Inc
22,677$6.6M0.1%CoreMediumCharlotte, NC2026-10-15
Imc-Chicago, LLC
21,913$6.3M0.0%GARPVery HighChicago, IL2026-11-05
Defender Capital, Llc.
20,459$5.9M1.9%GrowthHighCharlotte, NC2026-10-01
Bochk Asset Management Ltd
20,432$5.9M0.8%Agg GrowthVery HighHong Kong, South Korea2026-10-29
Blue Fin Capital, Inc.
20,415$5.9M0.8%GrowthVery LowWarren, RI2026-10-28
180 Wealth Advisors, LLC
20,257$5.9M0.6%CoreLowFederal Way, WA2026-11-03
VMS Asset Management Limited
19,705$5.7M2.2%Agg GrowthVery HighHong Kong, South Korea2026-10-15
Lido Advisors, LLC
19,621$5.7M0.0%GrowthLowLos Angeles, CA2026-11-04
Asset Management One Co., Ltd.
19,216$5.6M0.0%IndexVery LowTokyo, Mexico2026-10-27
TD Waterhouse Canada Inc.
19,181$5.6M0.0%CoreLowToronto, Australia2026-10-16
Elevation Point Wealth Partners, LLC
18,362$5.3M0.1%CoreHighDenver, CO2026-11-05
Factory Mutual Insurance Co
17,900$5.2M0.0%GrowthLowWaltham, MA2026-10-30
Haven Capital Group, Inc.
17,243$5.0M3.8%Agg GrowthVery LowMontecito, CA2026-10-13
HWG Holdings LP
17,036$4.9M1.1%GrowthHighHouston, TX2026-10-08
Midwest Professional Planners, Ltd.
16,091$4.7M0.9%GrowthMediumWausau, WI2026-10-29
Robocap Asset Management Ltd
15,529$4.5M3.3%Agg GrowthMediumLondon, United Kingdom2026-11-02
Independent Solutions Wealth Management, LLC
15,163$4.4M0.6%GrowthLowWilliamsville, NY2026-10-28
Farther Finance Advisors, LLC
14,784$4.3M0.0%IndexLowSan Francisco, CA2026-10-08
China Universal Asset Management Co., Ltd.
14,724$4.3M0.2%GrowthMediumShanghai, France2026-10-28
Rakuten Securities, Inc.
14,373$4.2M1.2%Agg GrowthHighTokyo, Mexico2026-11-02
VestGen Advisors, LLC
14,243$4.1M0.1%GrowthMediumChicago, IL2026-10-27
Ascent Wealth Partners, LLC
13,866$4.0M0.4%GrowthLowNew Hartford, NY2026-10-23
Corps Capital Advisors, LLC
13,815$4.0M3.1%GrowthLowSouthlake, TX2026-11-05
Robeco Institutional Asset Management B.V.
12,551$3.6M0.0%CoreMediumRotterdam, Philippines2026-10-20
NLB Skladi, upravljanje premozenja, d.o.o.
12,540$3.6M0.1%GrowthLowLjubljana, Andorra2026-10-22
Vontobel Holding Ltd.
12,469$3.6M0.0%CoreMediumZurich, Switzerland2026-10-16
PKO Investment Management Joint-Stock Co
12,000$3.5M0.2%GrowthMediumWarsaw, Russia2026-10-19
Simplicity Wealth,LLC
11,730$3.4M0.1%ETFLowSummit, NJ2026-10-23
Covea Finance
11,583$3.4M0.1%GrowthMediumParis, India2026-10-21
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
11,466$3.3M1.1%GrowthMediumWarsaw, Russia2026-10-21
Hoey Investments, Inc
11,002$3.2M0.4%Agg GrowthLowCoatesville, PA2026-10-29
Laurion Capital Management LP
10,901$3.2M0.1%GrowthVery HighNew York, NY2026-10-30
Michael J. Porro & Co. Financial Advisors, Inc.
10,804$3.1M1.9%GrowthLowOld Tappan, NJ2026-10-16
Independent Financial Group, LLC
10,712$3.1M0.1%GrowthLowSan Diego, CA2026-10-13
Quantum Private Wealth, LLC
10,288$3.0M0.8%GrowthLowTampa, FL2026-10-20
J. Safra Sarasin Holding AG
10,227$3.0M0.0%CoreMediumBasel, Switzerland2026-10-26
Lazard Freres Gestion S.A.S.
10,030$2.9M0.1%GrowthLowParis, India2026-11-03
Leonteq Securities AG
9,737$2.8M0.1%CoreHighZurich, Switzerland2026-10-29
Paragon Capital Management Inc
9,451$2.7M2.1%CoreMediumProvo, UT2026-10-15
Willner & Heller, LLC
9,021$2.6M1.7%GrowthLowEncino, CA2026-10-28
Tower View Wealth Management LLC
8,843$2.6M1.1%MomentumMediumShorewood, WI2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
8,800$2.5M0.0%IndexVery LowTokyo, Mexico2026-10-20
Steel Grove Capital Advisors, LLC
8,650$2.5M0.2%ETFLowMemphis, TN2026-10-13
CFM Wealth Partners LLC
8,635$2.5M0.3%GrowthLowAustin, TX2026-11-05
Cantor Fitzgerald Investment Advisors L.P.
8,520$2.5M0.1%YieldLowNew York, NY2026-10-21
Harbour Capital Advisors, LLC
8,306$2.4M0.4%GrowthLowTysons Corner, VA2026-10-13
Wealth Enhancement Advisory Services, LLC
8,183$2.3M0.0%CoreLowPlymouth, MN2026-10-13
Haven Private, LLC
8,142$2.4M0.9%ETFMediumOrlando, FL2026-10-27
Concurrent Investment Advisors, LLC
7,875$2.3M0.0%GrowthMediumTampa, FL2026-10-16
AIA Group Ltd
7,320$2.1M0.0%GrowthMediumHong Kong, South Korea2026-10-30
US Bancorp \de\
7,308$2.1M0.0%IndexLowMinneapolis, MN2026-11-05
Perigon Wealth Management, LLC
6,863$2.0M0.0%GrowthLowSan Francisco, CA2026-10-22
Prime Capital Investment Advisors, LLC
6,799$2.0M0.0%ETFLowOverland Park, KS2026-10-20
Kestra Private Wealth Services, LLC
6,719$1.9M0.0%GrowthLowAustin, TX2026-10-30
Formidable Asset Management, LLC
6,376$2.3M0.3%CoreLowCincinnati, OH2026-11-03
Hilton Head Capital Partners, LLC
6,363$1.8M1.0%CoreMediumHilton Head Island, SC2026-10-23
Castle Rock Wealth Management, LLC
6,236$1.9M0.4%GrowthMediumWalnut Creek, CA2026-10-09
Crossmark Global Holdings, Inc.
6,022$1.7M0.0%GARPMediumHouston, TX2026-10-21
MacKenzie Financial Corp
6,008$1.7M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Truist Financial Corp
6,005$1.7M0.0%CoreLowCharlotte, NC2026-10-30
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
6,000$1.7M0.8%GrowthN/ABirkirkara, O12026-11-04
B. Metzler seel. Sohn & Co. AG
5,889$1.7M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
B. Riley Wealth Advisors, Inc.
5,813$1.7M0.1%GrowthLowMemphis, TN2026-10-13
Fortem Financial Group, LLC
5,743$1.7M0.3%GrowthLowPalm Desert, CA2026-10-20
ROI Financial Advisors, LLC
5,617$1.6M0.8%GrowthVery LowBeaverton, OR2026-10-19
WealthPlan Investment Management, LLC
5,576$1.6M0.1%GrowthMediumOmaha, NE2026-10-15
J.W. Cole Advisors, Inc.
5,239$1.5M0.0%IndexLowTampa, FL2026-11-05
Prospera Financial Services Inc
5,092$1.0M0.0%CoreMediumDallas, TX2026-11-04
Hennion & Walsh Asset Management, Inc.
4,969$1.4M0.0%ValueMediumParsippany, NJ2026-10-13
Argonautica Private Wealth Management, Inc
4,803$1.4M0.4%GrowthLowWellesley, MA2026-11-02
Wedmont Private Capital
4,801$1.3M0.0%IndexVery LowWest Chester, PA2026-10-09
TrueMark Investments, LLC
4,709$1.4M0.2%YieldHighChicago, IL2026-11-05
Focus Financial Network, Inc.
4,686$1.4M0.0%ETFLowMinneapolis, MN2026-10-14
Convergence Financial, LLC
4,615$1.3M0.2%ETFMediumColumbia, MO2026-10-27
Lake Street Private Wealth, LLC
4,496$1.3M0.1%GrowthLowChicago, IL2026-10-22
Huntleigh Advisors, Inc.
4,480$1.3M0.2%GrowthMediumSt. Louis, MO2026-11-03
Golden State Wealth Management, LLC
4,391$1.3M0.1%ETFMediumSanta Ana, CA2026-11-02
Capstone Capital Management Ltd
4,324$1.3M0.5%GrowthVery HighHong Kong, South Korea2026-10-21
KCM Investment Advisors LLC
4,315$1.2M0.0%CoreVery LowGreenbrae, CA2026-10-27
International Assets Investment Management, LLC
4,190$1.2M0.1%CoreVery HighOrlando, FL2026-11-02
Cornerstone Wealth Management, LLC
4,183$1.2M0.1%ETFVery LowSt. Peters, MO2026-11-04
Americana Partners, LLC
4,179$1.2M0.0%CoreMediumHouston, TX2026-10-28
BankChampaign, National Association
4,026$1.2M1.0%GrowthMediumChampaign, IL2026-10-19
Artemis Wealth Advisors, LLC
4,000$1.2M0.1%ETFLowPort Washington, NY2026-11-05
Meridian Wealth Management, LLC
3,941$1.1M0.0%GrowthLowLexington, KY2026-11-05
Strategic Blueprint, LLC
3,782$1.1M0.1%ETFLowAtlanta, GA2026-10-22
AXS Investments LLC
3,764$1.1M0.1%GrowthMediumPort Chester, NY2026-11-04
FIG Financial Advisory Services Inc
3,694$1.1M0.6%CoreVery HighOklahoma City, OK2026-10-07
Henry James International Management Inc.
3,679$1.1M0.3%GARPLowNew York, NY2026-10-14
HUB Investment Partners, LLC
3,648$1.1M0.0%GrowthLowAustin, TX2026-11-03
Cherry Creek Investment Advisors, Inc.
3,430$993.5K0.4%GrowthLowEnglewood, CO2026-10-14
Oak Grove Capital LLC
3,400$984.8K0.0%Agg GrowthLowHolderness, NH2026-10-09
Tufton Capital Management
3,399$984.0K0.4%CoreVery LowHunt Valley, MD2026-10-20
IFP Advisors, Inc
3,397$984.0K0.0%GrowthLowTampa, FL2026-10-16
Sage Capital Management, LLC
3,382$980.4K0.4%ETFLowStockton, NJ2026-10-20
Balboa Wealth Partners
3,352$970.9K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Parallel Advisors, LLC
3,221$932.9K0.0%IndexLowSan Francisco, CA2026-11-03
Park Avenue Securities LLC
3,100$898.0K0.0%ETFMediumNew York, NY2026-10-26
Compound Planning, Inc.
3,098$897.4K0.0%CoreLowNew York, NY2026-11-05
111 Capital
3,037$879.7K0.1%CoreVery HighParis, India2026-11-03
Parisi Gray Wealth Management
2,928$848.3K0.2%GrowthLowMendham, NJ2026-10-16
Cane Capital Partners, LLC
2,920$845.8K0.3%GrowthMediumSt Francisville, LA2026-10-23
Covenant Asset Management, LLC
2,834$820.9K0.1%Agg GrowthMediumChester, NJ2026-10-14
Alps Advisors Inc
2,810$813.9K0.0%YieldLowDenver, CO2026-11-03
TFB Advisors LLC
2,722$788.5K0.3%ETFLowOverland Park, KS2026-11-02
Accel Wealth Management
2,611$756.3K0.2%ETFLowWaverly, IA2026-10-13
Veracity Capital LLC
2,575$745.8K0.2%GrowthLowAtlanta, GA2026-10-08
Ahara Advisors LLC
2,527$732.0K0.4%GrowthLowJersey City, NJ2026-10-29
Gainplan LLC
2,500$724.2K0.3%ETFHighBloomfield Hills, MI2026-10-09
Portfolio Design Labs, LLC
2,476$717.2K0.1%GrowthMediumEncino, CA2026-11-04
Apollon Wealth Management, LLC
2,463$713.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Prescott Group Capital Management, L.L.C.
2,462$713.1K0.1%Deep ValueMediumTulsa, OK2026-10-30
Total Clarity Wealth Management, Inc.
2,449$709.4K0.1%ETFMediumSt. Charles, IL2026-10-26
Sagespring Wealth Partners, LLC
2,447$708.8K0.0%ETFLowFranklin, TN2026-10-22
Cornerstone Wealth Group, LLC
2,339$677.5K0.0%CoreMediumHuntersville, NC2026-11-02
Creative Financial Designs Inc
2,332$675.5K0.0%ETFMediumKokomo, IN2026-11-04
Blue Line Capital, LLC / IL
2,313$670.0K0.5%GrowthHighChicago, IL2026-11-04
Sigma Planning Corp
2,306$668.1K0.0%GrowthMediumAnn Arbor, MI2026-10-23
D.A. Davidson & Co.
2,217$642.2K0.0%CoreLowGreat Falls, MT2026-10-28
Crown Wealth Group, LLC
2,204$638.4K0.2%ETFMediumCharlotte, NC2026-10-19
AlphaCore Capital LLC
2,153$623.6K0.0%ETFLowLa Jolla, CA2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
2,114$612.3K0.0%GrowthVery LowSeattle, WA2026-10-27
United Advisor Group, LLC
2,113$612.1K0.1%ETFLowCincinnati, OH2026-11-03
Fifth Third Bancorp
2,104$609.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Larson Financial Group LLC
2,062$597.3K0.0%GrowthLowSt Louis, MO2026-11-05
Ascent Group, LLC
2,055$595.3K0.0%CoreLowVirginia Beach, VA2026-10-30
Gerber Kawasaki Wealth & Investment Management
2,055$595.3K0.0%ETFLowSanta Monica, CA2026-10-29
CenterBook Partners LP
2,051$594.1K0.0%ValueVery HighGreenwich, CT2026-11-02
Xcel Wealth Management, LLC
2,029$587.7K0.1%CoreMediumHolly Hill, FL2026-10-26
Cidel Asset Management Inc
2,019$584.6K0.0%CoreMediumToronto, Australia2026-10-29
Costello Asset Management, Inc
2,017$584.2K0.2%CoreLowFeasterville, PA2026-10-30
Robertson Stephens Wealth Management, LLC
2,010$582.2K0.0%ETFMediumSan Francisco, CA2026-10-16
Williams Jones Wealth Management, Llc.
2,000$579.3K0.0%GrowthLowNew York, NY2026-11-05
Zullo Investment Group, Inc.
1,985$575.0K0.2%GrowthVery LowScranton, PA2026-10-20
Purus Wealth Management, LLC
1,951$565.1K0.2%Agg GrowthVery LowNewport Beach, CA2026-10-15
Global Trust Asset Management, LLC
1,927$558.2K0.2%GrowthMediumPalm Beach Gardens, FL2026-10-19
Signature Equity Partners, LLC
1,917$555.3K0.2%GrowthMediumColumbus, OH2026-10-29
Integrity Alliance, Llc.
1,906$552.1K0.0%ETFMediumUrbandale, IA2026-10-29
WBI Investments, LLC
1,880$544.6K0.1%ValueVery HighRed Bank, NJ2026-11-05
AdvisorNet Financial, Inc
1,841$438.2K0.0%ETFLowMinnetonka, MN2026-10-15
Goldenstone Wealth Management LLC
1,834$531.2K0.3%GrowthLowEl Dorado Hills, CA2026-11-04
TBH Global Asset Management, LLC
1,826$528.8K0.1%CoreHighBrentwood, TN2026-11-03
EverSource Wealth Advisors, LLC
1,824$528.3K0.0%CoreMediumBirmingham, AL2026-11-04
Ascentis Independent Advisors
1,821$527.4K0.0%ETFLowDallas, TX2026-11-03
Provenance Wealth Advisors, LLC
1,803$522.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Westover Capital Advisors, LLC
1,800$521.4K0.1%MomentumLowWilmington, DE2026-10-26
Pembroke Management, LTD
1,771$513.0K0.1%GARPMediumMontreal, Austria2026-10-21
Kingswood Wealth Advisors, LLC
1,763$510.7K0.0%GrowthLowSan Diego, CA2026-10-23
Asset Dedication, LLC
1,720$498.2K0.0%ETFLowSan Francisco, CA2026-11-03
bLong Financial, LLC
1,710$495.3K0.3%Agg GrowthLowMemphis, TN2026-10-29
Signal Advisors Wealth, LLC
1,705$493.9K0.0%ETFLowDetroit, MI2026-10-13
Kaizen Financial Strategies
1,680$486.6K0.2%ETFMediumCampbell, CA2026-10-09
Strong Retirement Solutions LLC
1,677$485.8K0.3%GrowthMediumSilverdale, WA2026-10-07
Mystic Asset Management, Inc.
1,665$482.3K0.1%CoreVery LowWarwick, RI2026-10-15
Wedbush Securities Inc
1,596$462.0K0.0%CoreLowPasadena, CA2026-10-22
KRS Capital Management, LLC
1,568$454.2K0.2%Agg GrowthVery LowBloomfield, MI2026-10-16
Blue Trust, Inc.
1,560$451.9K0.0%ETFLowBrentwood, TN2026-10-15
Spirit of America Management Corp
1,500$434.5K0.1%GARPLowSyosset, NY2026-10-14
Coquina Private Wealth LLC
1,500$434.5K0.3%ETFVery LowPort Charlotte, FL2026-10-27
First Affirmative Financial Network
1,482$429.2K0.1%CoreN/AColorado Springs, CO2026-10-21
Wolff Wiese Magana LLC
1,479$428.4K0.2%GrowthLowCarslbad, CA2026-10-15
Brookstone Capital Management
1,471$426.1K0.0%ETFMediumWheaton, IL2026-10-22
Mizuho Securities Co. Ltd.
1,460$422.9K10.6%Agg GrowthVery LowTokyo, Mexico2026-11-04
Laurel OAK Wealth Management, LLC
1,423$412.2K0.1%GrowthLowMarlton, NJ2026-10-19
Vise Technologies, Inc.
1,410$408.4K0.0%IndexLowNew York, NY2026-10-29
RDA Financial Network
1,406$407.3K0.1%GrowthMediumAkron, IA2026-10-15
Walser Wealth Management Company, A Ltd Liability Co
1,404$406.7K0.2%GrowthHighTampa, FL2026-10-15
LCM Capital Management Inc
1,380$399.7K0.2%GrowthVery LowChicago, IL2026-10-20
Ritholtz Wealth Management
1,368$396.1K0.0%IndexLowNew York, NY2026-11-05
William John Sempolinski
1,367$396.0K0.2%MomentumLowEaston, MA2026-10-20
Providence First Trust Co
1,364$395.1K0.1%ETFMediumScottsdale, AZ2026-11-02
Fairvoy Private Wealth, LLC
1,324$383.5K0.1%GrowthMediumBirmingham, AL2026-10-19
CoreCap Advisors, LLC
1,316$381.2K0.0%ETFMediumSouthfield, MI2026-10-08
Zega Investments, LLC
1,300$376.6K0.0%GrowthMediumPalm Beach Gardens, FL2026-11-04
Avidian Wealth Enterprises, LLC
1,300$376.5K0.0%ETFLowHouston, TX2026-10-08
Claro Advisors Inc.
1,292$374.2K0.0%CoreLowBoston, MA2026-11-02
Altfest L J & Co Inc
1,283$371.6K0.0%ETFHighNew York, NY2026-10-27
Cache Advisors, LLC
1,280$370.8K0.0%Agg GrowthLowSan Francisco, CA2026-10-16
Ashton Thomas Securities, LLC
1,274$369.0K0.0%ETFMediumRochester, NY2026-10-26
Choreo, LLC
1,273$369.2K0.0%IndexLowRockford, IL2026-10-28
Retirement Planning Co of New England, Inc.
1,271$368.2K0.1%CoreLowWarwick, RI2026-10-15
Hudock, Inc.
1,255$363.5K0.0%ETFLowWilliamsport, PA2026-10-14
Mirador Capital Partners LP
1,251$362.4K0.0%GrowthMediumPleasanton, CA2026-10-09
Franchise GP Ltd
1,250$362.1K0.2%GARPHighGrand Cayman, Germany2026-10-16
Atlantic Edge Private Wealth Management, LLC
1,250$362.1K0.1%CoreLowJacksonville, FL2026-10-20
Worthington Financial Partners, LLC
1,238$358.6K0.3%GrowthLowWorthington, OH2026-10-13
Schmidt P J Investment Management Inc
1,222$354.0K0.1%GrowthVery LowCedarburg, WI2026-11-02
Cordoba Advisory Partners LLC
1,212$351.1K0.0%ETFMediumNew York, NY2026-10-19
Albion Financial Group
1,200$347.6K0.0%GrowthLowSalt Lake City, UT2026-10-21
Chiron Capital Management, LLC
1,200$347.6K0.3%YieldMediumTallahassee, FL2026-10-15
Wealthcare Advisory Partners LLC
1,187$343.8K0.0%ETFLowWest Chester, PA2026-10-21
Mission Wealth Management, LP
1,186$343.5K0.0%ETFLowSanta Barbara, CA2026-10-15
GC Wealth Management RIA, LLC
1,183$342.7K0.0%GrowthMediumCambridge, MA2026-11-02
Integrated Advisors Network LLC
1,183$342.6K0.0%GrowthMediumDallas, TX2026-10-20
Spire Wealth Management
1,170$338.9K0.0%GrowthMediumMclean, VA2026-10-30
Fearless Solutions, LLC dba Best Invest
1,167$338.0K0.2%ETFLowSan Antonio, TX2026-10-14
Connecticut Capital Management Group, LLC
1,162$336.6K0.3%GrowthLowMilford, CT2026-10-29
Norden Group LLC
1,160$336.0K0.0%GrowthMediumProvo, UT2026-10-20
Sowell Financial Services LLC
1,159$335.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
SmartHarvest Portfolios, LLC
1,135$328.8K0.1%GrowthLowSeattle, WA2026-10-26
Traynor Capital Management, Inc.
1,132$328.0K0.0%GrowthLowMalvern, PA2026-10-29
RAM Investment Partners, LLC
1,117$323.6K0.1%ETFLowBellevue, WA2026-10-21
Signaturefd, LLC
1,090$315.7K0.0%IndexLowAtlanta, GA2026-10-23
Keybank National Association
1,086$314.6K0.0%CoreLowBrooklyn, OH2026-11-04
Gateway Investment Advisers LLC
1,076$311.7K0.0%GrowthLowCincinnati, OH2026-10-13
Resonant Capital Advisors, LLC
1,059$306.8K0.0%ETFLowMadison, WI2026-10-15
Rossmore Private Capital
1,055$305.6K0.0%CoreLowGlastonbury, CT2026-10-27
Vista Investment Partners II, LLC
1,042$301.8K0.1%CoreMediumRichmond, IN2026-10-15
Rockline Wealth Management, LLC
1,037$300.4K0.1%GrowthLowIslip Terrace, NY2026-10-26
Stronghold Wealth Management L.L.C.
1,036$300.1K0.4%CoreLowTampa, FL2026-10-16
Almanack Investment Partners, Llc.
1,024$296.6K0.0%ETFMediumNewtown Square, PA2026-11-03
New York Life Investment Management LLC
1,019$295.2K0.0%GrowthLowNew York, NY2026-11-04
Yankcom Partnership
1,014$293.7K0.1%CoreVery LowYankton, SD2026-10-15
Portside Wealth Group, LLC
1,006$291.4K0.0%CoreMediumProvo, UT2026-10-20
Obermeyer Wealth Partners
1,003$290.5K0.0%GrowthLowAspen, CO2026-10-21
Dynamic Advisor Solutions LLC
1,002$290.3K0.0%ETFLowPhoenix, AZ2026-10-13
Avalon Capital Management
1,001$290.0K0.1%GrowthMediumMenlo Park, CA2026-11-04
Mindset Wealth Management, LLC
1,001$290.0K0.1%Agg GrowthVery LowIndianapolis, IN2026-10-19
Grandview Asset Management LLC
1,000$289.7K0.1%Agg GrowthLowHarrisburg, PA2026-10-19
Griffin Asset Management, Inc.
1,000$289.7K0.0%CoreLowNew York, NY2026-10-22
Capital Investment Counsel, Inc
1,000$289.7K0.0%GrowthVery LowRaleigh, NC2026-10-20
Amplius Wealth Advisors, LLC
1,000$289.7K0.0%ETFLowBlue Bell, PA2026-10-20
Central Valley Advisors, LLC
1,000$289.7K0.1%CoreLowSacramento, CA2026-10-27
Chicago Partners Investment Group LLC
996$209.5K0.0%GARPLowChicago, IL2026-10-27
Davenport & Co LLC
934$270.6K0.0%CoreMediumRichmond, VA2026-10-14
SteelPeak Wealth, LLC
931$269.6K0.0%GrowthHighWoodland Hills, CA2026-10-16
Brown, Lisle Ings, Inc.
921$266.8K0.1%CoreVery LowProvidence, RI2026-10-16
Murphy & Mullick Capital Management Corp
911$263.9K0.2%GrowthLowSmithtown, NY2026-11-02
GoalFusion Wealth Management, LLC
905$262.1K0.1%ETFVery LowAustin, TX2026-10-06
Wealth Architects, LLC
889$257.5K0.0%ETFVery LowMountain View, CA2026-11-03
Valley National Advisers Inc
870$252.0K0.0%ETFLowBethlehem, PA2026-10-23
Midwest Financial Group LLC
863$250.0K0.1%ETFLowOverland Park, KS2026-10-15
SeaCrest Wealth Management, LLC
855$247.7K0.0%GrowthLowPurchase, NY2026-10-21
PW Nova Financial Services LLC
845$244.8K0.0%ETFLowNewtown, PA2026-10-15
Verus Capital Partners, LLC
813$235.5K0.0%GrowthLowScottsdale, AZ2026-11-03
Jeppson Wealth Management, LLC
806$233.5K0.1%CoreLowManhattan Beach, CA2026-10-20
Aspen Investment Management Inc
805$233.0K0.1%GrowthLowGrand Rapids, MI2026-11-05
Welch & Forbes LLC
800$231.7K0.0%CoreVery LowBoston, MA2026-11-04
Harbor Capital Advisors, Inc.
796$231.0K0.0%ValueHighChicago, IL2026-10-22
Victrix Investment Advisors
796$230.6K0.1%CoreLowStuart, FL2026-10-13
Acorn Wealth Advisors, LLC
790$228.8K0.1%ETFLowGrand Blanc, MI2026-10-19
Vann Equity Management LLC
789$228.5K0.1%GrowthMediumPlano, TX2026-10-08
HB Wealth Management, LLC
785$227.4K0.0%IndexVery LowAtlanta, GA2026-10-23
Fifth Third Wealth Advisors LLC
781$226.2K0.0%IndexVery LowCincinnati, OH2026-10-22
First Bank & Trust
773$223.9K0.0%CoreLowBrookings, SD2026-10-19
Visionary Wealth Advisors
773$223.9K0.0%ETFLowO'Fallon, IL2026-11-04
Smith Shellnut Wilson LLC
765$221.6K0.1%CoreVery LowRidgeland, MS2026-10-21
MCF Advisors LLC
764$221.3K0.0%ETFLowLexington, KY2026-10-28
Westside Investment Management, Inc.
750$220.8K0.0%GrowthLowSanta Monica, CA2026-11-02
MGO One Seven LLC
739$214.1K0.0%GrowthLowBeachwood, OH2026-10-28
Courier Capital LLC
730$211.5K0.0%ETFLowBuffalo, NY2026-10-19
QTR Family Wealth, LLC
729$211.2K0.1%GrowthMediumLake Mary, FL2026-11-02
RFG Advisory, LLC
719$208.3K0.0%ETFMediumBirmingham, AL2026-11-03
New Hampshire Trust
714$206.8K0.0%CoreLowConcord, NH2026-10-20
Stiles Financial Services Inc
710$205.7K0.1%GrowthLowEdina, MN2026-10-30
Ascentis Wealth Management, LLC
708$205.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Patriot Financial Group Insurance Agency, LLC
701$203.1K0.0%GrowthLowWalpole, MA2026-10-14
Bfsg, LLC
700$202.8K0.0%CoreLowIrvine, CA2026-10-30
Evansbrook LLC
700$202.8K0.1%GrowthLowBolingbrook, IL2026-10-16
Comprehensive Financial Planning, Inc.
700$202.8K0.1%Agg GrowthLowEast Petersburg, PA2026-10-27
Roberts Wealth Advisors, LLC
699$202.5K0.0%GrowthLowPalo Alto, CA2026-10-14
Apollon Financial, LLC
696$201.6K0.0%ETFVery LowMount Pleasant, SC2026-10-23
Northbridge Financial Group, LLC
695$210.3K0.1%GrowthLowTampa, FL2026-11-05
Accredited Investors Inc.
694$201.0K0.0%ETFLowEdina, MN2026-11-03
Quadcap Wealth Management, LLC
693$200.7K0.0%ETFLowFrisco, TX2026-11-02
Gamma Investing LLC
655$189.7K0.0%IndexVery LowFoster City, CA2026-10-08
TrinityBridge Ltd
635$184.0K0.0%MomentumMediumLondon, United Kingdom2026-10-30
Eastern Bank
572$165.7K0.0%GrowthMediumBoston, MA2026-10-05
Summit Securities Group LLC
544$157.6K0.0%CoreVery HighNew York, NY2026-11-05
Royal Fund Management, LLC
500$144.8K0.0%GrowthMediumLady Lake, FL2026-10-22
Cullen T Bankers, Inc.
495$143.4K0.0%GrowthLowSan Antonio, TX2026-10-28
Plante Moran Financial Advisors, LLC
458$132.7K0.0%ETFVery LowSouthfield, MI2026-11-04
Jacobi Capital Management LLC
444$128.6K0.0%CoreLowPittston, PA2026-11-05
Sterling Capital Management LLC
406$117.6K0.0%GARPMediumCharlotte, NC2026-10-22
Wealth Analytics Partners, LLC
394$114.1K0.0%ETFVery LowSan Diego, CA2026-10-19
Loring Wolcott & Coolidge Fiduciary Advisors LLP
375$108.6K0.0%GrowthVery LowBoston, MA2026-10-23
Nova Financial LLC
347$100.5K0.0%N/AN/ATucson, AZ2026-11-04
TFC Financial Management, Inc.
316$91.5K0.0%ETFVery LowBoston, MA2026-10-26
Montag A & Associates Inc
314$91.0K0.0%CoreLowAtlanta, GA2026-10-29
Harbor Investment Advisory, LLC
300$86.9K0.0%GrowthLowLutherville, MD2026-10-13
Pinnacle Wealth Planning Services, Inc.
283$82.0K0.0%GARPLowMansfield, OH2026-10-27
Fairscale Capital, LLC
257$52.9K0.0%GrowthVery LowNashua, NH2026-11-04
Financial Consulate, Inc
250$72.4K0.0%ETFLowHunt Valley, MD2026-10-23
Godsey & Gibb, Inc
250$72.4K0.0%CoreLowRichmond, VA2026-10-14
Lanark Financial, Inc.
220$63.7K0.0%CoreMediumBirmingham, AL2026-10-26
Silver Grove Financial Group, Inc.
209$60.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Pittenger & Anderson Inc
205$59.4K0.0%CoreLowLincoln, NE2026-11-02
CX Institutional
201$580.0%CoreMediumAuburn, IN2026-10-02
Syntax Research, Inc.
200$57.9K0.0%ETFMediumBoca Raton, FL2026-11-04
Barrett & Company, Inc.
195$56.5K0.0%ETFLowProvidence, RI2026-10-22
Armstrong Advisory Group, Inc
193$55.9K0.0%ETFHighNeedham, MA2026-10-09
Signature Resources Capital Management, LLC
188$54.5K0.0%ETFLowNewport Beach, CA2026-10-16
Jcic Asset Management Inc.
182$52.7K0.0%GrowthMediumToronto, Australia2026-10-30
Compass Financial Management LLC
171$49.5K0.0%CoreN/ATampa, FL2026-10-30
Wilkerson Advisory Group LLC
166$48.1K0.0%ETFMediumColumbia, MO2026-10-20
Cassaday & Co Wealth Management LLC
163$47.2K0.0%ETFVery LowMclean, VA2026-10-27
Concord Wealth Partners
161$46.6K0.0%GrowthLowAbingdon, VA2026-11-02
WPG Advisers, LLC
154$44.6K0.0%CoreLowBaltimore, MD2026-10-27
Asset Planning,Inc
150$43.4K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Compagnie Lombard Odier SCmA
150$43.4K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Catalyst Capital Advisors LLC
141$40.8K0.0%ETFVery LowSan Juan, PR2026-11-02
Physician Wealth Advisors, Inc.
136$39.4K0.0%ETFMediumMidvale, UT2026-10-20
First Command Advisory Services, Inc.
132$38.2K0.0%IndexLowFort Worth, TX2026-11-05
SRH Advisors, LLC
131$37.9K0.0%ETFVery LowSalina, KS2026-10-22
Birch Financial Group, LLC
125$36.2K0.0%CoreLowKeene, NH2026-10-27
Rydar Equities, Inc.
120$35.3K0.0%CoreVery LowWeatherford, TX2026-10-13
CGC Financial Services, LLC
114$33.0K0.0%ETFLowLake Oswego, OR2026-10-13
SJS Investment Consulting Inc.
109$31.6K0.0%ETFVery LowSylvania, OH2026-10-26
Kings Path Partners LLC
100$29.0K0.0%ETFVery LowSugar Land, TX2026-10-21
Flagship Wealth Advisors, LLC
100$29.0K0.0%ETFLowWakefield, MA2026-11-03
Centerpoint Advisors, LLC
100$29.0K0.0%ETFVery LowNeedham, MA2026-11-05
North Star Investment Management Corp.
100$29.0K0.0%CoreLowChicago, IL2026-10-27
Key FInancial Inc
100$29.0K0.0%ETFLowWest Chester, PA2026-11-02
Cape Investment Advisory, Inc.
78$22.6K0.0%ETFLowMcdonough, GA2026-10-13
Mosley Wealth Management
76$18.6K0.0%ETFHighAnaheim, CA2026-10-16
Bear Mountain Capital, Inc.
75$17.0K0.0%ETFLowSeattle, WA2026-11-04
Sawyer & Company, Inc
70$20.3K0.0%GrowthLowBoston, MA2026-10-21
Hilltop National Bank
67$19.4K0.0%CoreLowCasper, WY2026-10-14
Proathlete Wealth Management LLC
67$19.4K0.0%ETFVery LowBoca Raton, FL2026-10-15
Rossby Financial, LCC
66$19.1K0.0%ETFMediumMelbourne, FL2026-11-05
Investment Research & Advisory Group, Inc.
66$19.1K0.0%GrowthVery LowAtlanta, GA2026-10-19
Private Trust Co NA
61$17.7K0.0%CoreLowCleveland, OH2026-10-20
Hurley Capital, LLC
60$17.4K0.0%GARPMediumNew York, NY2026-11-05
Bullock Wealth Management Group
53$15.5K0.0%GrowthLowBloomington, IN2026-10-09
Kingdom Financial Group Llc.
53$15.4K0.0%ETFMediumPeoria, AZ2026-11-04
Strengthening Families & Communities, LLC
52$15.1K0.0%CoreMediumBoston, MA2026-10-21
Versant Capital Management, Inc
51$14.8K0.0%GARPLowPhoenix, AZ2026-10-02
Marshall & Sterling Wealth Advisors Inc.
50$14.5K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Farmers & Merchants Investments Inc
50$14.5K0.0%CoreVery LowLincoln, NE2026-10-22
DeDora Capital, Inc.
46$13.3K0.0%ETFVery LowNapa, CA2026-10-26
Root Financial Partners, LLC
46$13.3K0.0%ETFMediumEncinitas, CA2026-10-21
NBH Bank
44$12.7K0.0%CoreN/AGreenwood Village, CO2026-11-05
Nemes Rush Group LLC
44$12.7K0.0%CoreVery LowNovi, MI2026-11-04
FNY Investment Advisers, LLC
43$120.0%GrowthVery HighNew York, NY2026-10-16
TD Private Client Wealth LLC
40$11.6K0.0%ETFLowNew York, NY2026-10-28
Southern Michigan Bank & Trust
40$11.6K0.0%ETFLowColdwater, MI2026-10-19
Barnes Dennig Private Wealth Management LLC
39$11.3K0.0%CoreLowCincinnati, OH2026-10-30
Nisa Investment Advisors, LLC
35$10.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Western Pacific Wealth Management, LP
35$10.1K0.0%GrowthLowLake Forest, IL2026-10-16
Moisand Fitzgerald Tamayo, LLC
33$9.6K0.0%ETFVery LowOrlando, FL2026-10-15
IFS Advisors, LLC
32$9.3K0.0%ETFLowOverland Park, KS2026-10-14
Investors Research Corp
30$8.7K0.0%ETFLowAtlanta, GA2026-10-07
Archer Investment Corp
30$8.7K0.0%CoreMediumCarmel, IN2026-11-05
Reyes Financial Architecture, Inc.
30$8.7K0.0%ETFVery HighSan Diego, CA2026-10-22
Meriwether Wealth & Planning, LLC
30$8.7K0.0%ETFMediumMinden, LA2026-10-13
Quest 10 Wealth Builders, Inc.
25$7.2K0.0%ETFLowFuquay-Varina, VA2026-11-02
Legacy Bridge, LLC
25$7.2K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
PayPay Securities Corp
21$6.1K0.2%CoreMediumTokyo, Mexico2026-10-27
Tradewinds Capital Management, LLC
20$5.8K0.0%ETFVery HighBellingham, WA2026-10-23
Toth Financial Advisory Corp
20$5.8K0.0%CoreLowLeesburg, VA2026-10-08
Abound Wealth Management
18$5.2K0.0%ETFVery LowFranklin, TN2026-10-26
JFS Wealth Advisors, LLC
17$4.8K0.0%ETFVery LowHermitage, PA2026-11-03
Retirement Wealth Solutions LLC
14$4.1K0.0%ETFLowMarshfield, WI2026-10-07
Trust Co
13$3.8K0.0%ETFVery LowManhattan, KS2026-10-09
Peterson Wealth Services
10$2.9K0.0%GrowthHighSouth Ogden, UT2026-10-26
Latitude Advisors, LLC
10$2.9K0.0%ETFLowYorkville, IL2026-10-27
KBC Group NV
10$30.0%CoreMediumBrussels, Czech Republic2026-10-22
Bell Investment Advisors, Inc
9$2.6K0.0%ETFVery LowOrinda, CA2026-10-29
Lloyd Advisory Services, Llc.
8$2.3K0.0%ETFVery HighSuwanee, GA2026-11-02
Highline Wealth Partners LLC
7$2.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Contravisory Investment Management, Inc.
6$1.7K0.0%MomentumHighNorwell, MA2026-10-13
Gilpin Wealth Management, LLC
5$1.4K0.0%GrowthLowDenver, CO2026-10-09
Cedar Mountain Advisors, LLC
4$1.2K0.0%ETFVery LowLake Oswego, OR2026-10-15
Key Capital Management, Inc
3$8690.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Marquette Asset Management, LLC
2$5800.0%ETFVery LowMinneapolis, MN2026-10-09
Lodestone Wealth Management LLC
2$5790.0%CoreLowSpokane, WA2026-10-14
Mather Group, Llc.
1$2900.0%ETFMediumChicago, IL2026-10-14
Covestor Ltd
0$00.0%ValueHighLondon, United Kingdom2026-10-30