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Associated Banc-Corp (ASB)

CUSIP: 045487105 | NYSE | Financial Services · Banks - Regional | Mid Cap | 1106 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.21,086,67611.2%New 5%+ stakeSep 30, 202692d ahead of 13F (23,267,058 sh) · −2,180,382
13DJohn F. Kotouc
with John F. Kotouc Special Holding Trust, Wende L. Kotouc, Thomas J. Kotouc 2020 Irrevocable Trust, dated December 16, 2020, +10 more
9,589,9015.1%New 5%+ stakeApr 1, 2026No 13F filer matched
13G/ABlackRock, Inc.21,086,676
11.2% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (23,267,058 sh) · −2,180,382
13DJohn F. Kotouc9,589,901
5.1% of class · Apr 1, 2026New 5%+ stake
with John F. Kotouc Special Holding Trust, Wende L. Kotouc, Thomas J. Kotouc 2020 Irrevocable Trust, dated December 16, 2020, +10 more
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP10,391,938
0.1% of portfolio›$297.7M
Associated Banc-Corp2,362,065
1.6% of portfolio›$67.7M
Pzena Investment Management LLC1,949,305
0.2% of portfolio›$55.8M
Allspring Global Investments Holdings, LLC970,443
0.0% of portfolio›$27.9M
Assenagon Asset Management S.A.706,669
0.0% of portfolio›$20.2M
Leeward Investments, LLC - MA668,962
1.0% of portfolio›$19.2M
Principal Financial Group Inc378,496
0.0% of portfolio›$10.8M
Creative Planning297,888
0.0% of portfolio›$8.5M
One Way Holdings LLC196,499
0.3% of portfolio›$5.6M
Legacy Private Trust Co.176,150
0.3% of portfolio›$5.0M
Retirement Systems of Alabama167,338
0.0% of portfolio›$4.8M
Vest Financial, LLC145,166
0.0% of portfolio›$4.2M
Citigroup Inc142,531
0.0% of portfolio›$4.1M
Covea Finance114,300
0.1% of portfolio›$3.3M
Wealth Enhancement Advisory Services, LLC112,956
0.0% of portfolio›$3.0M
Schaper Benz & Wise Investment Counsel Inc108,353
0.2% of portfolio›$3.1M
DekaBank Deutsche Girozentrale104,095
0.0% of portfolio›$3.0M
New York State Teachers Retirement System100,790
0.0% of portfolio›$2.9M
RIA Advisory Group LLC89,850
0.7% of portfolio›$2.6M
Wedge Capital Management L L P80,647
0.0% of portfolio›$2.3M
SEB Asset Management AB80,488
0.0% of portfolio›$2.3M
Gradient Investments LLC78,490
0.0% of portfolio›$2.2M
Stanley-Laman Group, Ltd.76,930
0.2% of portfolio›$2.2M
Amalgamated Bank69,072
0.0% of portfolio›$2.0M
Achmea Investment Management B.V.62,496
0.0% of portfolio›$1.8M
Strs Ohio60,600
0.0% of portfolio›$1.7M
Mutual of America Capital Management LLC57,505
0.0% of portfolio›$1.6M
Burney Co/54,487
0.0% of portfolio›$1.6M
Convergence Investment Partners, LLC53,739
0.1% of portfolio›$1.5M
Jackson Creek Investment Advisors LLC52,849
1.2% of portfolio›$1.5M
Crescent Grove Advisors, LLC49,009
0.1% of portfolio›$1.4M
Louisiana State Employees Retirement System48,200
0.0% of portfolio›$1.4M
Arizona State Retirement System46,475
0.0% of portfolio›$1.3M
Yousif Capital Management, LLC41,803
0.0% of portfolio›$1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS38,725
0.0% of portfolio›$1.1M
State of Michigan Retirement System38,078
0.0% of portfolio›$1.1M
Thompson Investment Management, Inc.36,463
0.1% of portfolio›$1.0M
Quadrant Capital Group LLC35,361
0.0% of portfolio›$1.0M
Poehling Capital Management, Inc.34,595
0.2% of portfolio›$991.1K
Oregon Public Employees Retirement Fund33,584
0.0% of portfolio›$962.2K
Bailard, Inc.32,283
0.0% of portfolio›$924.9K
Hennessy Advisors Inc29,000
0.0% of portfolio›$830.9K
Pictet Asset Management Holding SA27,923
0.0% of portfolio›$800.0K
Harbor Capital Advisors, Inc.27,642
0.1% of portfolio›$792.0K
ProShare Advisors LLC26,967
0.0% of portfolio›$772.6K
Trust Point Inc.26,166
0.1% of portfolio›$749.7K
Ethic Inc.25,440
0.0% of portfolio›$728.9K
Commonwealth Equity Services, LLC24,891
0.0% of portfolio›$713.1K
Xponance LLC23,160
0.0% of portfolio›$663.5K
State of Alaska, Department of Revenue21,863
0.0% of portfolio›$626.0K
HB Wealth Management, LLC19,781
0.0% of portfolio›$566.7K
Sterling Capital Management LLC19,500
0.0% of portfolio›$558.7K
WoodTrust Financial Corp17,026
0.2% of portfolio›$488.0K
Abacus Wealth Partners, LLC15,688
0.1% of portfolio›$449.5K
Gamma Investing LLC14,649
0.0% of portfolio›$419.7K
MBE Wealth Management, LLC12,177
0.1% of portfolio›$348.9K
Exchange Traded Concepts, LLC11,355
0.0% of portfolio›$325.3K
Virginia Retirement Systems ET Al10,900
0.0% of portfolio›$312.3K
Chicago Partners Investment Group LLC10,604
0.0% of portfolio›$320.3K
Cambridge Investment Research Advisors, Inc.10,580
0.0% of portfolio›$303.0K
Financial Perspectives, Inc10,412
0.1% of portfolio›$298.3K
Swiss Life Asset Management Ltd10,395
0.0% of portfolio›$297.8K
Prodigy Asset Management LLC10,238
0.1% of portfolio›$293.3K
Greenleaf Trust9,980
0.0% of portfolio›$285.9K
MBL Wealth, LLC9,641
0.0% of portfolio›$276.2K
Citizens Financial Group Inc9,524
0.0% of portfolio›$272.9K
Keybank National Association9,501
0.0% of portfolio›$272.2K
Lido Advisors, LLC9,490
0.0% of portfolio›$271.9K
Profund Advisors LLC9,326
0.0% of portfolio›$267.2K
Crossmark Global Holdings, Inc.9,275
0.0% of portfolio›$265.7K
Signaturefd, LLC9,130
0.0% of portfolio›$261.6K
Brighton Jones LLC9,107
0.0% of portfolio›$260.9K
Vise Technologies, Inc.8,961
0.0% of portfolio›$256.7K
NorthCrest Asset Manangement, LLC8,605
0.0% of portfolio›$247.5K
Shakespeare Wealth Management, LLC8,553
0.0% of portfolio›$245.0K
McGlone Suttner Wealth Management, Inc.8,192
0.0% of portfolio›$234.7K
Nisa Investment Advisors, LLC8,187
0.0% of portfolio›$234.6K
Evergreen Capital Management LLC8,092
0.0% of portfolio›$231.8K
Y-Intercept (Hong Kong) Ltd7,623
0.0% of portfolio›$218.4K
Paragon Capital Management Ltd7,619
0.0% of portfolio›$218.3K
Warberg Asset Management LLC7,508
0.0% of portfolio›$215.1K
CV Advisors LLC7,000
0.0% of portfolio›$200.6K
KBC Group NV5,633
0.0% of portfolio›$161.0K
Lanark Financial, Inc.5,579
0.0% of portfolio›$159.8K
Bayforest Capital Ltd4,546
0.2% of portfolio›$130.2K
Farther Finance Advisors, LLC4,382
0.0% of portfolio›$125.5K
Versant Capital Management, Inc3,791
0.0% of portfolio›$108.6K
Parallel Advisors, LLC3,578
0.0% of portfolio›$102.5K
Simplex Trading, LLC2,824
0.0% of portfolio›$80.9K
Essential Partners LLC2,769
0.0% of portfolio›$79.3K
IFP Advisors, Inc2,553
0.0% of portfolio›$73.1K
TD Waterhouse Canada Inc.2,000
0.0% of portfolio›$57.4K
Root Financial Partners, LLC1,914
0.0% of portfolio›$54.8K
SJS Investment Consulting Inc.1,758
0.0% of portfolio›$50.4K
EverSource Wealth Advisors, LLC1,537
0.0% of portfolio›$44.0K
Covestor Ltd1,325
0.1% of portfolio›$38.0K
Steph & Co1,169
0.0% of portfolio›$33.5K
Ares Financial Consulting, LLC1,058
0.0% of portfolio›$30.3K
First Horizon Corp1,030
0.0% of portfolio›$29.5K
Hoese & Co LLP1,000
0.0% of portfolio›$28.6K
Parkside Financial Bank & Trust794
0.0% of portfolio›$22.7K
Heritage Family Offices, LLP793
0.0% of portfolio›$22.7K
Fortitude Family Office, LLC487
0.0% of portfolio›$14.0K
Paladin Partners, LLC476
0.0% of portfolio›$13.6K
Elevation Wealth Partners, LLC453
0.0% of portfolio›$13.0K
Cedar Mountain Advisors, LLC395
0.0% of portfolio›$11.3K
True Wealth Design, LLC364
0.0% of portfolio›$10.4K
Ascentis Wealth Management, LLC250
0.0% of portfolio›$7.2K
Assetmark, Inc233
0.0% of portfolio›$6.7K
Private Wealth Management Group, LLC228
0.0% of portfolio›$6.5K
Elyxium Wealth, LLC220
0.0% of portfolio›$6.3K
Private Trust Co NA178
0.0% of portfolio›$5.1K
MassMutual Private Wealth & Trust, FSB174
0.0% of portfolio›$5.0K
Farmers & Merchants Investments Inc140
0.0% of portfolio›$4.0K
Clean Yield Group134
0.0% of portfolio›$3.8K
Physician Wealth Advisors, Inc.131
0.0% of portfolio›$3.8K
JFS Wealth Advisors, LLC116
0.0% of portfolio›$3.3K
GK Wealth Management LLC108
0.0% of portfolio›$3.1K
High Note Wealth, LLC89
0.0% of portfolio›$2.6K
Moisand Fitzgerald Tamayo, LLC72
0.0% of portfolio›$2.1K
Creative Capital Management Investments LLC68
0.0% of portfolio›$1.9K
Pension & Wealth Management Advisors, Inc.62
0.0% of portfolio›$1.8K
Retirement Wealth Solutions LLC61
0.0% of portfolio›$1.7K
Valley National Advisers Inc54
0.0% of portfolio›$1.5K
James T. Borello RIA52
0.0% of portfolio›$1.5K
WPG Advisers, LLC51
0.0% of portfolio›$1.5K
SBI Securities Co., Ltd.42
0.0% of portfolio›$1.2K
Bell Investment Advisors, Inc34
0.0% of portfolio›$975
Pinnacle Wealth Planning Services, Inc.34
0.0% of portfolio›$974
Signature Equity Partners, LLC32
0.0% of portfolio›$917
Owl Creek Wealth Partners LLC30
0.0% of portfolio›$860
Bay Harbor Wealth Management, LLC29
0.0% of portfolio›$831
Financial Consulate, Inc29
0.0% of portfolio›$831
DiNuzzo Private Wealth, Inc.29
0.0% of portfolio›$831
Meriwether Wealth & Planning, LLC23
0.0% of portfolio›$659
Torren Management, LLC23
0.0% of portfolio›$668
GHP Investment Advisors, Inc.15
0.0% of portfolio›$430
DecisionPoint Financial, LLC6
0.0% of portfolio›$173
Maseco LLP4
0.0% of portfolio›$115
Gilpin Wealth Management, LLC2
0.0% of portfolio›$58
Planning Strategies Inc.2
0.0% of portfolio›$57
Maryland Capital Advisors Inc.2
0.0% of portfolio›$58
Hughes Financial Services, LLC1
0.0% of portfolio›$31
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
10,391,938$297.7M0.1%IndexLowAustin, TX2026-11-04
Associated Banc-Corp
2,362,065$67.7M1.6%CoreLowGreen Bay, WI2026-10-30
Pzena Investment Management LLC
1,949,305$55.8M0.2%Deep ValueMediumNew York, NY2026-10-30
Allspring Global Investments Holdings, LLC
970,443$27.9M0.0%CoreMediumCharlotte, NC2026-11-04
Assenagon Asset Management S.A.
706,669$20.2M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Leeward Investments, LLC - MA
668,962$19.2M1.0%Deep ValueLowBoston, MA2026-10-23
Principal Financial Group Inc
378,496$10.8M0.0%CoreLowDes Moines, IA2026-11-02
Creative Planning
297,888$8.5M0.0%IndexVery LowOverland Park, KS2026-11-02
One Way Holdings LLC
196,499$5.6M0.3%CoreMediumFlower Mound, TX2026-10-29
Legacy Private Trust Co.
176,150$5.0M0.3%ETFLowNeenah, WI2026-10-06
Retirement Systems of Alabama
167,338$4.8M0.0%IndexLowMontgomery, AL2026-11-04
Vest Financial, LLC
145,166$4.2M0.0%ValueMediumMclean, VA2026-10-21
Citigroup Inc
142,531$4.1M0.0%CoreMediumNew York, NY2026-11-04
Covea Finance
114,300$3.3M0.1%GrowthMediumParis, India2026-10-21
Wealth Enhancement Advisory Services, LLC
112,956$3.0M0.0%CoreLowPlymouth, MN2026-10-13
Schaper Benz & Wise Investment Counsel Inc
108,353$3.1M0.2%CoreVery LowNeenah, WI2026-10-09
DekaBank Deutsche Girozentrale
104,095$3.0M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
New York State Teachers Retirement System
100,790$2.9M0.0%CoreVery LowAlbany, NY2026-10-22
RIA Advisory Group LLC
89,850$2.6M0.7%ETFHighSioux Falls, SD2026-10-15
Wedge Capital Management L L P
80,647$2.3M0.0%ValueMediumCharlotte, NC2026-10-13
SEB Asset Management AB
80,488$2.3M0.0%CoreN/AStockholm, Sweden2026-11-04
Gradient Investments LLC
78,490$2.2M0.0%CoreMediumArden Hills, MN2026-10-08
Stanley-Laman Group, Ltd.
76,930$2.2M0.2%GrowthMediumBerwyn, PA2026-10-20
Amalgamated Bank
69,072$2.0M0.0%CoreVery LowNew York, NY2026-10-23
Achmea Investment Management B.V.
62,496$1.8M0.0%CoreMediumZeist, Philippines2026-10-30
Strs Ohio
60,600$1.7M0.0%CoreMediumColumbus, OH2026-10-30
Mutual of America Capital Management LLC
57,505$1.6M0.0%IndexLowNew York, NY2026-10-23
Burney Co/
54,487$1.6M0.0%GARPMediumReston, VA2026-10-15
Convergence Investment Partners, LLC
53,739$1.5M0.1%GARPHighPalm Beach Gardens, FL2026-10-28
Jackson Creek Investment Advisors LLC
52,849$1.5M1.2%ValueVery HighCastle Rock, CO2026-11-04
Crescent Grove Advisors, LLC
49,009$1.4M0.1%ETFLowLake Forest, IL2026-10-21
Louisiana State Employees Retirement System
48,200$1.4M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
46,475$1.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
41,803$1.2M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
38,725$1.1M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
38,078$1.1M0.0%IndexLowEast Lansing, MI2026-10-27
Thompson Investment Management, Inc.
36,463$1.0M0.1%ValueMediumMadison, WI2026-10-14
Quadrant Capital Group LLC
35,361$1.0M0.0%CoreLowCincinnati, OH2026-10-20
Poehling Capital Management, Inc.
34,595$991.1K0.2%ValueLowMadison, WI2026-10-20
Oregon Public Employees Retirement Fund
33,584$962.2K0.0%IndexVery LowTigard, OR2026-10-30
Bailard, Inc.
32,283$924.9K0.0%GrowthMediumFoster City, CA2026-10-13
Hennessy Advisors Inc
29,000$830.9K0.0%Deep ValueMediumNovato, CA2026-10-28
Pictet Asset Management Holding SA
27,923$800.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Harbor Capital Advisors, Inc.
27,642$792.0K0.1%ValueHighChicago, IL2026-10-22
ProShare Advisors LLC
26,967$772.6K0.0%GrowthLowBethesda, MD2026-10-29
Trust Point Inc.
26,166$749.7K0.1%CoreMediumLa Crosse, WI2026-10-27
Ethic Inc.
25,440$728.9K0.0%CoreLowNew York, NY2026-11-03
Commonwealth Equity Services, LLC
24,891$713.1K0.0%ETFLowWaltham, MA2026-11-02
Xponance LLC
23,160$663.5K0.0%IndexVery LowPhiladelphia, PA2026-11-03
State of Alaska, Department of Revenue
21,863$626.0K0.0%CoreVery LowJuneau, AK2026-10-15
HB Wealth Management, LLC
19,781$566.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Sterling Capital Management LLC
19,500$558.7K0.0%GARPMediumCharlotte, NC2026-10-22
WoodTrust Financial Corp
17,026$488.0K0.2%CoreLowWisconsin Rapids, WI2026-10-09
Abacus Wealth Partners, LLC
15,688$449.5K0.1%ETFLowSanta Monica, CA2026-11-03
Gamma Investing LLC
14,649$419.7K0.0%IndexVery LowFoster City, CA2026-10-08
MBE Wealth Management, LLC
12,177$348.9K0.1%ETFVery LowTomah, WI2026-10-26
Exchange Traded Concepts, LLC
11,355$325.3K0.0%GrowthMediumOklahoma City, OK2026-10-28
Virginia Retirement Systems ET Al
10,900$312.3K0.0%CoreMediumRichmond, VA2026-10-28
Chicago Partners Investment Group LLC
10,604$320.3K0.0%GARPLowChicago, IL2026-10-27
Cambridge Investment Research Advisors, Inc.
10,580$303.0K0.0%ETFLowFairfield, IA2026-11-02
Financial Perspectives, Inc
10,412$298.3K0.1%GrowthVery LowMinneapolis, MN2026-11-03
Swiss Life Asset Management Ltd
10,395$297.8K0.0%CoreLowZurich, Switzerland2026-11-03
Prodigy Asset Management LLC
10,238$293.3K0.1%ETFLowOmaha, NE2026-10-28
Greenleaf Trust
9,980$285.9K0.0%CoreLowKalamazoo, MI2026-10-29
MBL Wealth, LLC
9,641$276.2K0.0%ETFLowCharlotte, NC2026-10-22
Citizens Financial Group Inc
9,524$272.9K0.0%GrowthLowProvidence, RI2026-10-23
Keybank National Association
9,501$272.2K0.0%CoreLowBrooklyn, OH2026-11-04
Lido Advisors, LLC
9,490$271.9K0.0%GrowthLowLos Angeles, CA2026-11-04
Profund Advisors LLC
9,326$267.2K0.0%GrowthLowBethesda, MD2026-10-29
Crossmark Global Holdings, Inc.
9,275$265.7K0.0%GARPMediumHouston, TX2026-10-21
Signaturefd, LLC
9,130$261.6K0.0%IndexLowAtlanta, GA2026-10-23
Brighton Jones LLC
9,107$260.9K0.0%CoreVery LowSeattle, WA2026-11-03
Vise Technologies, Inc.
8,961$256.7K0.0%IndexLowNew York, NY2026-10-29
NorthCrest Asset Manangement, LLC
8,605$247.5K0.0%GrowthLowPlymouth, MN2026-10-13
Shakespeare Wealth Management, LLC
8,553$245.0K0.0%ETFMediumPewaukee, WI2026-10-28
McGlone Suttner Wealth Management, Inc.
8,192$234.7K0.0%ETFVery LowAppleton, WI2026-10-13
Nisa Investment Advisors, LLC
8,187$234.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Evergreen Capital Management LLC
8,092$231.8K0.0%GARPMediumBellevue, WA2026-10-23
Y-Intercept (Hong Kong) Ltd
7,623$218.4K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Paragon Capital Management Ltd
7,619$218.3K0.0%CoreVery LowDenver, CO2026-10-09
Warberg Asset Management LLC
7,508$215.1K0.0%YieldHighWinnetka, IL2026-11-02
CV Advisors LLC
7,000$200.6K0.0%GrowthVery LowAventura, FL2026-10-13
KBC Group NV
5,633$161.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Lanark Financial, Inc.
5,579$159.8K0.0%CoreMediumBirmingham, AL2026-10-26
Bayforest Capital Ltd
4,546$130.2K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
Farther Finance Advisors, LLC
4,382$125.5K0.0%IndexLowSan Francisco, CA2026-10-08
Versant Capital Management, Inc
3,791$108.6K0.0%GARPLowPhoenix, AZ2026-10-02
Parallel Advisors, LLC
3,578$102.5K0.0%IndexLowSan Francisco, CA2026-11-03
Simplex Trading, LLC
2,824$80.9K0.0%CoreVery HighChicago, IL2026-11-04
Essential Partners LLC
2,769$79.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
2,553$73.1K0.0%GrowthLowTampa, FL2026-10-16
TD Waterhouse Canada Inc.
2,000$57.4K0.0%CoreLowToronto, Australia2026-10-16
Root Financial Partners, LLC
1,914$54.8K0.0%ETFMediumEncinitas, CA2026-10-21
SJS Investment Consulting Inc.
1,758$50.4K0.0%ETFVery LowSylvania, OH2026-10-26
EverSource Wealth Advisors, LLC
1,537$44.0K0.0%CoreMediumBirmingham, AL2026-11-04
Covestor Ltd
1,325$38.0K0.1%ValueHighLondon, United Kingdom2026-10-30
Steph & Co
1,169$33.5K0.0%ETFLowMarinette, WI2026-10-07
Ares Financial Consulting, LLC
1,058$30.3K0.0%CoreLowCalabasas, CA2026-10-19
First Horizon Corp
1,030$29.5K0.0%CoreLowMemphis, TN2026-10-26
Hoese & Co LLP
1,000$28.6K0.0%ETFLowGlencoe, MN2026-10-21
Parkside Financial Bank & Trust
794$22.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Heritage Family Offices, LLP
793$22.7K0.0%GrowthHighScottsdale, AZ2026-11-02
Fortitude Family Office, LLC
487$14.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Paladin Partners, LLC
476$13.6K0.0%ETFVery LowHartland, WI2026-10-06
Elevation Wealth Partners, LLC
453$13.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Cedar Mountain Advisors, LLC
395$11.3K0.0%ETFVery LowLake Oswego, OR2026-10-15
True Wealth Design, LLC
364$10.4K0.0%ETFMediumAkron, OH2026-10-13
Ascentis Wealth Management, LLC
250$7.2K0.0%Agg GrowthLowDallas, TX2026-11-03
Assetmark, Inc
233$6.7K0.0%ETFLowConcord, CA2026-10-21
Private Wealth Management Group, LLC
228$6.5K0.0%ETFLowPrinceton, NJ2026-10-19
Elyxium Wealth, LLC
220$6.3K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Private Trust Co NA
178$5.1K0.0%CoreLowCleveland, OH2026-10-20
MassMutual Private Wealth & Trust, FSB
174$5.0K0.0%CoreLowSpringfield, MA2026-10-05
Farmers & Merchants Investments Inc
140$4.0K0.0%CoreVery LowLincoln, NE2026-10-22
Clean Yield Group
134$3.8K0.0%CoreLowNorwich, VT2026-10-28
Physician Wealth Advisors, Inc.
131$3.8K0.0%ETFMediumMidvale, UT2026-10-20
JFS Wealth Advisors, LLC
116$3.3K0.0%ETFVery LowHermitage, PA2026-11-03
GK Wealth Management LLC
108$3.1K0.0%GARPVery HighReno, NV2026-10-09
High Note Wealth, LLC
89$2.6K0.0%ETFVery LowDeephaven, MN2026-10-27
Moisand Fitzgerald Tamayo, LLC
72$2.1K0.0%ETFVery LowOrlando, FL2026-10-15
Creative Capital Management Investments LLC
68$1.9K0.0%ETFLowSan Diego, CA2026-10-28
Pension & Wealth Management Advisors, Inc.
62$1.8K0.0%ETFLowWaltham, MA2026-10-16
Retirement Wealth Solutions LLC
61$1.7K0.0%ETFLowMarshfield, WI2026-10-07
Valley National Advisers Inc
54$1.5K0.0%ETFLowBethlehem, PA2026-10-23
James T. Borello RIA
52$1.5K0.0%ETFVery LowEast Dundee, IL2026-10-16
WPG Advisers, LLC
51$1.5K0.0%CoreLowBaltimore, MD2026-10-27
SBI Securities Co., Ltd.
42$1.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Bell Investment Advisors, Inc
34$9750.0%ETFVery LowOrinda, CA2026-10-29
Pinnacle Wealth Planning Services, Inc.
34$9740.0%GARPLowMansfield, OH2026-10-27
Signature Equity Partners, LLC
32$9170.0%GrowthMediumColumbus, OH2026-10-29
Owl Creek Wealth Partners LLC
30$8600.0%IndexLowGreenwood Village, CO2026-10-20
Bay Harbor Wealth Management, LLC
29$8310.0%ETFMediumHunt Valley, MD2026-11-03
Financial Consulate, Inc
29$8310.0%ETFLowHunt Valley, MD2026-10-23
DiNuzzo Private Wealth, Inc.
29$8310.0%ETFLowBeaver, PA2026-10-16
Meriwether Wealth & Planning, LLC
23$6590.0%ETFMediumMinden, LA2026-10-13
Torren Management, LLC
23$6680.0%ETFMediumSan Diego, CA2026-10-29
GHP Investment Advisors, Inc.
15$4300.0%CoreVery LowDenver, CO2026-10-15
DecisionPoint Financial, LLC
6$1730.0%ETFVery LowMesa, AZ2026-10-27
Maseco LLP
4$1150.0%ETFVery LowLondon, United Kingdom2026-10-27
Gilpin Wealth Management, LLC
2$580.0%GrowthLowDenver, CO2026-10-09
Planning Strategies Inc.
2$570.0%ETFN/ALancaster, PA2026-10-02
Maryland Capital Advisors Inc.
2$580.0%ETFVery LowChester, MD2026-10-15
Hughes Financial Services, LLC
1$310.0%ETFLowHerndon, VA2026-10-30