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Artisan Partners Asset MA (APAM)

CUSIP: 04316A108 | NYSE | Financial Services · Asset Management | Mid Cap | 1215 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/ACharles J. Daley Jr.
with Eric R. Colson, Jason A. Gottlieb
7,277,16310.2%New 5%+ stakeDec 31, 2025No 13F filer matched
13D/ACharles J. Daley Jr.7,277,163
10.2% of class · Dec 31, 2025New 5%+ stake
with Eric R. Colson, Jason A. Gottlieb
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,753,025
0.0% of portfolio›$63.3M
Wasatch Advisors LP1,498,094
0.4% of portfolio›$54.1M
Channing Capital Management, LLC1,364,373
1.3% of portfolio›$49.3M
Bank of New York Mellon Corp405,184
0.0% of portfolio›$14.6M
Principal Financial Group Inc341,494
0.0% of portfolio›$12.3M
Creative Planning160,921
0.0% of portfolio›$5.8M
Alps Advisors Inc134,335
0.0% of portfolio›$4.9M
Moody Aldrich Partners LLC113,059
0.8% of portfolio›$4.1M
Twelve Points Wealth Management LLC111,081
0.8% of portfolio›$4.1M
Isthmus Partners, LLC95,118
0.3% of portfolio›$3.4M
Citigroup Inc91,330
0.0% of portfolio›$3.3M
Regions Financial Corp80,663
0.0% of portfolio›$2.9M
Kestra Investment Management, LLC67,774
0.0% of portfolio›$2.4M
Mirae Asset Global Investments Co., Ltd.67,660
0.0% of portfolio›$2.4M
Optimist Retirement Group LLC62,581
0.9% of portfolio›$2.3M
Harbor Capital Advisors, Inc.60,423
0.4% of portfolio›$2.2M
Romano Brothers and Company59,876
0.2% of portfolio›$2.2M
Carolina Wealth Advisors, LLC57,579
0.8% of portfolio›$2.1M
Y-Intercept (Hong Kong) Ltd54,118
0.0% of portfolio›$2.0M
MacKenzie Financial Corp51,285
0.0% of portfolio›$1.9M
Thrivent Financial for Lutherans45,155
0.0% of portfolio›$1.6M
Measured Risk Portfolios, Inc.40,453
1.6% of portfolio›$1.5M
Illinois Municipal Retirement Fund38,576
0.0% of portfolio›$1.4M
B. Metzler seel. Sohn & Co. AG36,367
0.0% of portfolio›$1.3M
Asset Management One Co., Ltd.35,186
0.0% of portfolio›$1.3M
Aviance Capital Partners, LLC33,317
0.1% of portfolio›$1.2M
Fifth Third Bancorp31,370
0.0% of portfolio›$1.1M
Louisiana State Employees Retirement System30,200
0.0% of portfolio›$1.1M
Nisa Investment Advisors, LLC29,813
0.0% of portfolio›$1.1M
Provident Investment Management, Inc.28,085
0.1% of portfolio›$1.0M
State of New Jersey Common Pension Fund D27,893
0.0% of portfolio›$1.0M
New York State Teachers Retirement System24,362
0.0% of portfolio›$880.0K
Burney Co/22,801
0.0% of portfolio›$823.6K
State of Alaska, Department of Revenue22,566
0.0% of portfolio›$725.1K
Hennion & Walsh Asset Management, Inc.19,566
0.0% of portfolio›$706.7K
Arizona State Retirement System19,496
0.0% of portfolio›$704.2K
Assenagon Asset Management S.A.19,001
0.0% of portfolio›$686.3K
Amalgamated Bank18,228
0.0% of portfolio›$658.0K
Yousif Capital Management, LLC17,793
0.0% of portfolio›$642.7K
Atria Investments, Inc17,032
0.0% of portfolio›$615.2K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS16,728
0.0% of portfolio›$604.2K
Greatmark Investment Partners, Inc.16,725
0.1% of portfolio›$604.1K
Maryland State Retirement & Pension System16,008
0.0% of portfolio›$578.2K
Oregon Public Employees Retirement Fund15,902
0.0% of portfolio›$574.4K
Guinness Asset Management LTD14,536
0.0% of portfolio›$525.0K
Smith Group Asset Management, LLC13,833
0.0% of portfolio›$499.6K
Allspring Global Investments Holdings, LLC13,275
0.0% of portfolio›$480.6K
Range Financial Group LLC12,745
0.1% of portfolio›$460.3K
Salvus Wealth Management, LLC12,454
0.3% of portfolio›$449.9K
Kestra Advisory Services, LLC12,341
0.0% of portfolio›$445.8K
Truist Financial Corp12,259
0.0% of portfolio›$442.8K
WBI Investments, LLC12,019
0.1% of portfolio›$434.1K
Hendershot Investments Inc.11,475
0.1% of portfolio›$414.5K
Strs Ohio11,000
0.0% of portfolio›$397.3K
B. Riley Wealth Advisors, Inc.10,349
0.0% of portfolio›$373.8K
Wealth Enhancement Advisory Services, LLC10,302
0.0% of portfolio›$346.7K
Pictet Asset Management Holding SA9,914
0.0% of portfolio›$358.1K
US Bancorp \de\9,702
0.0% of portfolio›$350.4K
Impact Capital Partners LLC9,410
0.1% of portfolio›$339.9K
Parallel Advisors, LLC9,252
0.0% of portfolio›$334.2K
Prosperitas Financial LLC8,979
0.1% of portfolio›$324.3K
ProShare Advisors LLC8,918
0.0% of portfolio›$322.1K
Arga Investment Management, LP8,885
0.0% of portfolio›$320.9K
MeadowBrook Investment Advisors LLC8,836
0.2% of portfolio›$304.0K
Curated Wealth Partners LLC8,202
0.0% of portfolio›$296.3K
State of Wyoming8,130
0.0% of portfolio›$293.7K
Ritholtz Wealth Management8,117
0.0% of portfolio›$293.2K
Mutual of America Capital Management LLC8,101
0.0% of portfolio›$292.6K
Choreo, LLC7,830
0.0% of portfolio›$282.8K
First Citizens Bank & Trust Co7,225
0.0% of portfolio›$261.0K
D.A. Davidson & Co.6,860
0.0% of portfolio›$247.8K
Xponance LLC6,318
0.0% of portfolio›$228.2K
Crescent Grove Advisors, LLC6,000
0.0% of portfolio›$216.7K
Park Avenue Securities LLC5,856
0.0% of portfolio›$212.0K
Signaturefd, LLC5,146
0.0% of portfolio›$185.9K
EverSource Wealth Advisors, LLC4,274
0.0% of portfolio›$154.4K
Farther Finance Advisors, LLC3,148
0.0% of portfolio›$113.7K
Parkside Financial Bank & Trust3,005
0.0% of portfolio›$108.5K
Fulcrum Asset Management LLP2,680
0.0% of portfolio›$97.6K
KBC Group NV2,258
0.0% of portfolio›$82.0K
Sterling Capital Management LLC1,793
0.0% of portfolio›$64.8K
SBI Securities Co., Ltd.1,752
0.0% of portfolio›$63.3K
Gamma Investing LLC1,625
0.0% of portfolio›$58.7K
Versant Capital Management, Inc1,567
0.0% of portfolio›$56.6K
Covestor Ltd962
0.1% of portfolio›$35.0K
Caitong International Asset Management Co., Ltd912
0.0% of portfolio›$32.9K
Pinnacle Wealth Planning Services, Inc.898
0.0% of portfolio›$32.4K
Triumph Capital Management800
0.0% of portfolio›$28.9K
Trust Co of Vermont800
0.0% of portfolio›$28.9K
V-Square Quantitative Management LLC773
0.0% of portfolio›$27.9K
Towne Trust Company, N.a757
0.0% of portfolio›$27.3K
MassMutual Private Wealth & Trust, FSB559
0.0% of portfolio›$20.2K
Lanark Financial, Inc.500
0.0% of portfolio›$18.1K
Larson Financial Group LLC450
0.0% of portfolio›$16.2K
MJT & Associates Financial Advisory Group, Inc.450
0.0% of portfolio›$16.3K
Fortitude Family Office, LLC423
0.0% of portfolio›$15.3K
Mather Group, Llc.407
0.0% of portfolio›$14.7K
SJS Investment Consulting Inc.341
0.0% of portfolio›$12.3K
Salomon & Ludwin, LLC334
0.0% of portfolio›$12.1K
Bare Financial Services, Inc330
0.0% of portfolio›$11.9K
Tributary Capital Management, LLC303
0.0% of portfolio›$10.9K
Cassaday & Co Wealth Management LLC300
0.0% of portfolio›$10.8K
First Community Trust NA300
0.0% of portfolio›$10.8K
Root Financial Partners, LLC285
0.0% of portfolio›$10.3K
IFP Advisors, Inc254
0.0% of portfolio›$9.2K
Aspect Partners, LLC250
0.0% of portfolio›$9.0K
Richardson Capital Management LLC233
0.0% of portfolio›$8.4K
Valley National Advisers Inc206
0.0% of portfolio›$7.4K
Silver Grove Financial Group, Inc.173
0.0% of portfolio›$6.2K
Marquette Asset Management, LLC166
0.0% of portfolio›$6.0K
Bell Investment Advisors, Inc146
0.0% of portfolio›$5.3K
Gables Capital Management Inc.137
0.0% of portfolio›$4.9K
True Wealth Design, LLC134
0.0% of portfolio›$4.8K
Assetmark, Inc131
0.0% of portfolio›$4.7K
Mitsubishi UFJ Asset Management Co., Ltd.121
0.0% of portfolio›$4.4K
Provenance Wealth Advisors, LLC94
0.0% of portfolio›$3.4K
NBH Bank89
0.0% of portfolio›$3.2K
Farmers & Merchants Investments Inc70
0.0% of portfolio›$2.5K
Friedenthal Financial64
0.0% of portfolio›$2.3K
Ares Financial Consulting, LLC55
0.0% of portfolio›$2.0K
JFS Wealth Advisors, LLC51
0.0% of portfolio›$1.8K
Noble Wealth Management PBC50
0.0% of portfolio›$1.8K
Essential Partners LLC48
0.0% of portfolio›$1.7K
Creative Capital Management Investments LLC36
0.0% of portfolio›$1.3K
Toth Financial Advisory Corp30
0.0% of portfolio›$1.1K
Avion Wealth28
0.0% of portfolio›$1
Ascentis Wealth Management, LLC22
0.0% of portfolio›$794
Private Wealth Management Group, LLC17
0.0% of portfolio›$615
Ascentis Independent Advisors15
0.0% of portfolio›$558
Signature Equity Partners, LLC15
0.0% of portfolio›$542
Bay Harbor Wealth Management, LLC14
0.0% of portfolio›$506
Capital Advisors, Ltd. LLC13
0.0% of portfolio›$0
Pension & Wealth Management Advisors, Inc.12
0.0% of portfolio›$433
Davis Capital Management11
0.0% of portfolio›$397
Proathlete Wealth Management LLC9
0.0% of portfolio›$325
Arlington Trust Co LLC7
0.0% of portfolio›$253
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$217
Financial Consulate, Inc6
0.0% of portfolio›$217
TD Private Client Wealth LLC5
0.0% of portfolio›$181
CoreCap Advisors, LLC5
0.0% of portfolio›$181
GHP Investment Advisors, Inc.3
0.0% of portfolio›$109
Blue Trust, Inc.2
0.0% of portfolio›$79
DecisionPoint Financial, LLC2
0.0% of portfolio›$73
Monetary Solutions, Ltd2
0.0% of portfolio›$72
Maryland Capital Advisors Inc.1
0.0% of portfolio›$37
Cullen T Bankers, Inc.1
0.0% of portfolio›$20
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,753,025$63.3M0.0%IndexLowAustin, TX2026-11-04
Wasatch Advisors LP
1,498,094$54.1M0.4%GARPMediumSalt Lake City, UT2026-10-13
Channing Capital Management, LLC
1,364,373$49.3M1.3%ValueHighChicago, IL2026-11-02
Bank of New York Mellon Corp
405,184$14.6M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
341,494$12.3M0.0%CoreLowDes Moines, IA2026-11-02
Creative Planning
160,921$5.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Alps Advisors Inc
134,335$4.9M0.0%YieldLowDenver, CO2026-11-03
Moody Aldrich Partners LLC
113,059$4.1M0.8%ValueHighMarblehead, MA2026-10-27
Twelve Points Wealth Management LLC
111,081$4.1M0.8%ETFMediumConcord, MA2026-11-03
Isthmus Partners, LLC
95,118$3.4M0.3%ValueMediumMadison, WI2026-10-21
Citigroup Inc
91,330$3.3M0.0%CoreMediumNew York, NY2026-11-04
Regions Financial Corp
80,663$2.9M0.0%CoreLowBirmingham, AL2026-11-05
Kestra Investment Management, LLC
67,774$2.4M0.0%ETFMediumAustin, TX2026-11-04
Mirae Asset Global Investments Co., Ltd.
67,660$2.4M0.0%GrowthLowSeoul, Malaysia2026-11-03
Optimist Retirement Group LLC
62,581$2.3M0.9%ValueLowBellevue, WA2026-10-30
Harbor Capital Advisors, Inc.
60,423$2.2M0.4%ValueHighChicago, IL2026-10-22
Romano Brothers and Company
59,876$2.2M0.2%CoreLowEvanston, IL2026-10-22
Carolina Wealth Advisors, LLC
57,579$2.1M0.8%YieldHighMyrtle Beach, SC2026-10-23
Y-Intercept (Hong Kong) Ltd
54,118$2.0M0.0%ValueVery HighHong Kong, South Korea2026-10-16
MacKenzie Financial Corp
51,285$1.9M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Thrivent Financial for Lutherans
45,155$1.6M0.0%GARPMediumMinneapolis, MN2026-11-05
Measured Risk Portfolios, Inc.
40,453$1.5M1.6%YieldMediumSan Diego, CA2026-10-21
Illinois Municipal Retirement Fund
38,576$1.4M0.0%CoreMediumOak Brook, IL2026-11-05
B. Metzler seel. Sohn & Co. AG
36,367$1.3M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Asset Management One Co., Ltd.
35,186$1.3M0.0%IndexVery LowTokyo, Mexico2026-10-27
Aviance Capital Partners, LLC
33,317$1.2M0.1%CoreLowNaples, FL2026-10-29
Fifth Third Bancorp
31,370$1.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Louisiana State Employees Retirement System
30,200$1.1M0.0%IndexLowBaton Rouge, LA2026-10-20
Nisa Investment Advisors, LLC
29,813$1.1M0.0%IndexVery LowSt. Louis, MO2026-10-20
Provident Investment Management, Inc.
28,085$1.0M0.1%CoreMediumNovi, MI2026-10-23
State of New Jersey Common Pension Fund D
27,893$1.0M0.0%CoreLowTrenton, NJ2026-11-05
New York State Teachers Retirement System
24,362$880.0K0.0%CoreVery LowAlbany, NY2026-10-22
Burney Co/
22,801$823.6K0.0%GARPMediumReston, VA2026-10-15
State of Alaska, Department of Revenue
22,566$725.1K0.0%CoreVery LowJuneau, AK2026-10-15
Hennion & Walsh Asset Management, Inc.
19,566$706.7K0.0%ValueMediumParsippany, NJ2026-10-13
Arizona State Retirement System
19,496$704.2K0.0%IndexVery LowPhoenix, AZ2026-11-03
Assenagon Asset Management S.A.
19,001$686.3K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Amalgamated Bank
18,228$658.0K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
17,793$642.7K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Atria Investments, Inc
17,032$615.2K0.0%CoreMediumCharlotte, NC2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
16,728$604.2K0.0%CoreLowHarrisburg, PA2026-11-03
Greatmark Investment Partners, Inc.
16,725$604.1K0.1%ValueVery LowColumbus, GA2026-10-28
Maryland State Retirement & Pension System
16,008$578.2K0.0%IndexVery LowBaltimore, MD2026-11-05
Oregon Public Employees Retirement Fund
15,902$574.4K0.0%IndexVery LowTigard, OR2026-10-30
Guinness Asset Management LTD
14,536$525.0K0.0%CoreLowLondon, United Kingdom2026-11-05
Smith Group Asset Management, LLC
13,833$499.6K0.0%GrowthLowDallas, TX2026-10-27
Allspring Global Investments Holdings, LLC
13,275$480.6K0.0%CoreMediumCharlotte, NC2026-11-04
Range Financial Group LLC
12,745$460.3K0.1%GARPMediumTigard, OR2026-10-21
Salvus Wealth Management, LLC
12,454$449.9K0.3%CoreMediumRed Bank, NJ2026-10-13
Kestra Advisory Services, LLC
12,341$445.8K0.0%CoreLowAustin, TX2026-11-02
Truist Financial Corp
12,259$442.8K0.0%CoreLowCharlotte, NC2026-10-30
WBI Investments, LLC
12,019$434.1K0.1%ValueVery HighRed Bank, NJ2026-11-05
Hendershot Investments Inc.
11,475$414.5K0.1%CoreLowCentreville, VA2026-11-05
Strs Ohio
11,000$397.3K0.0%CoreMediumColumbus, OH2026-10-30
B. Riley Wealth Advisors, Inc.
10,349$373.8K0.0%GrowthLowMemphis, TN2026-10-13
Wealth Enhancement Advisory Services, LLC
10,302$346.7K0.0%CoreLowPlymouth, MN2026-10-13
Pictet Asset Management Holding SA
9,914$358.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
US Bancorp \de\
9,702$350.4K0.0%IndexLowMinneapolis, MN2026-11-05
Impact Capital Partners LLC
9,410$339.9K0.1%GrowthLowGreenwood Village, CO2026-10-22
Parallel Advisors, LLC
9,252$334.2K0.0%IndexLowSan Francisco, CA2026-11-03
Prosperitas Financial LLC
8,979$324.3K0.1%GrowthLowValencia, CA2026-10-28
ProShare Advisors LLC
8,918$322.1K0.0%GrowthLowBethesda, MD2026-10-29
Arga Investment Management, LP
8,885$320.9K0.0%Deep ValueHighMiami, FL2026-10-30
MeadowBrook Investment Advisors LLC
8,836$304.0K0.2%CoreLowLivonia, MI2026-10-29
Curated Wealth Partners LLC
8,202$296.3K0.0%GARPLowEl Segundo, CA2026-10-15
State of Wyoming
8,130$293.7K0.0%ValueHighCheyenne, WY2026-10-28
Ritholtz Wealth Management
8,117$293.2K0.0%IndexLowNew York, NY2026-11-05
Mutual of America Capital Management LLC
8,101$292.6K0.0%IndexLowNew York, NY2026-10-23
Choreo, LLC
7,830$282.8K0.0%IndexLowRockford, IL2026-10-28
First Citizens Bank & Trust Co
7,225$261.0K0.0%CoreMediumRaleigh, NC2026-10-14
D.A. Davidson & Co.
6,860$247.8K0.0%CoreLowGreat Falls, MT2026-10-28
Xponance LLC
6,318$228.2K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Crescent Grove Advisors, LLC
6,000$216.7K0.0%ETFLowLake Forest, IL2026-10-21
Park Avenue Securities LLC
5,856$212.0K0.0%ETFMediumNew York, NY2026-10-26
Signaturefd, LLC
5,146$185.9K0.0%IndexLowAtlanta, GA2026-10-23
EverSource Wealth Advisors, LLC
4,274$154.4K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
3,148$113.7K0.0%IndexLowSan Francisco, CA2026-10-08
Parkside Financial Bank & Trust
3,005$108.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Fulcrum Asset Management LLP
2,680$97.6K0.0%CoreMediumLondon, United Kingdom2026-11-04
KBC Group NV
2,258$82.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
1,793$64.8K0.0%GARPMediumCharlotte, NC2026-10-22
SBI Securities Co., Ltd.
1,752$63.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Gamma Investing LLC
1,625$58.7K0.0%IndexVery LowFoster City, CA2026-10-08
Versant Capital Management, Inc
1,567$56.6K0.0%GARPLowPhoenix, AZ2026-10-02
Covestor Ltd
962$35.0K0.1%ValueHighLondon, United Kingdom2026-10-30
Caitong International Asset Management Co., Ltd
912$32.9K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Pinnacle Wealth Planning Services, Inc.
898$32.4K0.0%GARPLowMansfield, OH2026-10-27
Triumph Capital Management
800$28.9K0.0%ETFMediumDenver, CO2026-10-14
Trust Co of Vermont
800$28.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
V-Square Quantitative Management LLC
773$27.9K0.0%CoreLowChicago, IL2026-10-15
Towne Trust Company, N.a
757$27.3K0.0%CoreLowNewport News, VA2026-10-28
MassMutual Private Wealth & Trust, FSB
559$20.2K0.0%CoreLowSpringfield, MA2026-10-05
Lanark Financial, Inc.
500$18.1K0.0%CoreMediumBirmingham, AL2026-10-26
Larson Financial Group LLC
450$16.2K0.0%GrowthLowSt Louis, MO2026-11-05
MJT & Associates Financial Advisory Group, Inc.
450$16.3K0.0%ETFLowMontevideo, MN2026-10-07
Fortitude Family Office, LLC
423$15.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Mather Group, Llc.
407$14.7K0.0%ETFMediumChicago, IL2026-10-14
SJS Investment Consulting Inc.
341$12.3K0.0%ETFVery LowSylvania, OH2026-10-26
Salomon & Ludwin, LLC
334$12.1K0.0%ETFVery LowRichmond, VA2026-10-29
Bare Financial Services, Inc
330$11.9K0.0%ETFVery LowGap, PA2026-11-04
Tributary Capital Management, LLC
303$10.9K0.0%ValueMediumOmaha, NE2026-10-28
Cassaday & Co Wealth Management LLC
300$10.8K0.0%ETFVery LowMclean, VA2026-10-27
First Community Trust NA
300$10.8K0.0%GrowthLowDubuque, IA2026-10-07
Root Financial Partners, LLC
285$10.3K0.0%ETFMediumEncinitas, CA2026-10-21
IFP Advisors, Inc
254$9.2K0.0%GrowthLowTampa, FL2026-10-16
Aspect Partners, LLC
250$9.0K0.0%ETFMediumFairfax, VA2026-10-20
Richardson Capital Management LLC
233$8.4K0.0%ETFLowMenomonee Falls, WI2026-10-23
Valley National Advisers Inc
206$7.4K0.0%ETFLowBethlehem, PA2026-10-23
Silver Grove Financial Group, Inc.
173$6.2K0.0%CoreMediumOrchard Park, NY2026-11-05
Marquette Asset Management, LLC
166$6.0K0.0%ETFVery LowMinneapolis, MN2026-10-09
Bell Investment Advisors, Inc
146$5.3K0.0%ETFVery LowOrinda, CA2026-10-29
Gables Capital Management Inc.
137$4.9K0.0%GrowthVery LowMiami, FL2026-11-04
True Wealth Design, LLC
134$4.8K0.0%ETFMediumAkron, OH2026-10-13
Assetmark, Inc
131$4.7K0.0%ETFLowConcord, CA2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.
121$4.4K0.0%IndexVery LowTokyo, Mexico2026-11-05
Provenance Wealth Advisors, LLC
94$3.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
NBH Bank
89$3.2K0.0%CoreN/AGreenwood Village, CO2026-11-05
Farmers & Merchants Investments Inc
70$2.5K0.0%CoreVery LowLincoln, NE2026-10-22
Friedenthal Financial
64$2.3K0.0%ETFHighMarlton, NJ2026-10-27
Ares Financial Consulting, LLC
55$2.0K0.0%CoreLowCalabasas, CA2026-10-19
JFS Wealth Advisors, LLC
51$1.8K0.0%ETFVery LowHermitage, PA2026-11-03
Noble Wealth Management PBC
50$1.8K0.0%YieldMediumGreenwood Village, CO2026-10-01
Essential Partners LLC
48$1.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Creative Capital Management Investments LLC
36$1.3K0.0%ETFLowSan Diego, CA2026-10-28
Toth Financial Advisory Corp
30$1.1K0.0%CoreLowLeesburg, VA2026-10-08
Avion Wealth
28$10.0%ETFLowThe Woodlands, TX2026-11-04
Ascentis Wealth Management, LLC
22$7940.0%Agg GrowthLowDallas, TX2026-11-03
Private Wealth Management Group, LLC
17$6150.0%ETFLowPrinceton, NJ2026-10-19
Ascentis Independent Advisors
15$5580.0%ETFLowDallas, TX2026-11-03
Signature Equity Partners, LLC
15$5420.0%GrowthMediumColumbus, OH2026-10-29
Bay Harbor Wealth Management, LLC
14$5060.0%ETFMediumHunt Valley, MD2026-11-03
Capital Advisors, Ltd. LLC
13$00.0%ETFLowShaker Heights, OH2026-10-27
Pension & Wealth Management Advisors, Inc.
12$4330.0%ETFLowWaltham, MA2026-10-16
Davis Capital Management
11$3970.0%CoreLowJacksonville, FL2026-10-08
Proathlete Wealth Management LLC
9$3250.0%ETFVery LowBoca Raton, FL2026-10-15
Arlington Trust Co LLC
7$2530.0%ETFMediumBirmingham, AL2026-10-20
DiNuzzo Private Wealth, Inc.
6$2170.0%ETFLowBeaver, PA2026-10-16
Financial Consulate, Inc
6$2170.0%ETFLowHunt Valley, MD2026-10-23
TD Private Client Wealth LLC
5$1810.0%ETFLowNew York, NY2026-10-28
CoreCap Advisors, LLC
5$1810.0%ETFMediumSouthfield, MI2026-10-08
GHP Investment Advisors, Inc.
3$1090.0%CoreVery LowDenver, CO2026-10-15
Blue Trust, Inc.
2$790.0%ETFLowBrentwood, TN2026-10-15
DecisionPoint Financial, LLC
2$730.0%ETFVery LowMesa, AZ2026-10-27
Monetary Solutions, Ltd
2$720.0%ETFVery LowDayton, OH2026-10-22
Maryland Capital Advisors Inc.
1$370.0%ETFVery LowChester, MD2026-10-15
Cullen T Bankers, Inc.
1$200.0%GrowthLowSan Antonio, TX2026-10-28