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Atlantic Union Bankshares Co (AUB)

CUSIP: 04911A107 | NYSE | Financial Services · Banks - Regional | Mid Cap | 875 institutional holders

Quarters

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

Dimensional Fund Advisors LP7,928,483
0.1% of portfolio›$300.9M
Congress Asset Management Co2,531,692
0.6% of portfolio›$96.1M
Thrivent Financial for Lutherans1,421,194
0.2% of portfolio›$53.9M
Bank of New York Mellon Corp1,354,506
0.0% of portfolio›$51.4M
Principal Financial Group Inc999,604
0.0% of portfolio›$37.9M
Davenport & Co LLC735,385
0.1% of portfolio›$27.9M
Fort Washington Investment Advisors Inc680,322
0.1% of portfolio›$25.8M
Verity & Verity, LLC638,469
1.6% of portfolio›$24.2M
Deroy & Devereaux Private Investment Counsel Inc608,055
2.2% of portfolio›$23.1M
Tributary Capital Management, LLC590,653
2.0% of portfolio›$22.4M
Pinnacle Associates LTD265,726
0.1% of portfolio›$10.1M
ProShare Advisors LLC252,195
0.0% of portfolio›$9.6M
Allspring Global Investments Holdings, LLC204,024
0.0% of portfolio›$7.8M
Citigroup Inc120,940
0.0% of portfolio›$4.6M
Kestra Advisory Services, LLC101,683
0.0% of portfolio›$3.9M
Truist Financial Corp82,275
0.0% of portfolio›$3.1M
Creative Planning81,154
0.0% of portfolio›$3.1M
Illinois Municipal Retirement Fund74,926
0.0% of portfolio›$2.8M
Oppenheimer Asset Management Inc.69,872
0.0% of portfolio›$2.7M
Louisiana State Employees Retirement System60,800
0.0% of portfolio›$2.3M
Virginia Retirement Systems ET Al56,600
0.0% of portfolio›$2.1M
State of New Jersey Common Pension Fund D54,190
0.0% of portfolio›$2.1M
AlphaCore Capital LLC54,036
0.0% of portfolio›$2.1M
Smith Salley Wealth Management53,523
0.1% of portfolio›$2.0M
Grace & White Inc52,325
0.3% of portfolio›$2.0M
StoneX Group Inc.50,255
0.1% of portfolio›$1.9M
Harbor Capital Advisors, Inc.49,630
0.3% of portfolio›$1.9M
Sovran Advisors, LLC49,182
0.1% of portfolio›$2.0M
Vest Financial, LLC49,001
0.0% of portfolio›$1.9M
Fifth Third Bancorp44,766
0.0% of portfolio›$1.7M
Oliver Luxxe Assets LLC43,679
0.3% of portfolio›$1.7M
Arizona State Retirement System40,307
0.0% of portfolio›$1.5M
New York State Teachers Retirement System40,023
0.0% of portfolio›$1.5M
Wealth Enhancement Advisory Services, LLC39,887
0.0% of portfolio›$1.5M
Amalgamated Bank37,070
0.0% of portfolio›$1.4M
Yousif Capital Management, LLC36,887
0.0% of portfolio›$1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS33,649
0.0% of portfolio›$1.3M
Oregon Public Employees Retirement Fund32,056
0.0% of portfolio›$1.2M
Maryland State Retirement & Pension System31,753
0.0% of portfolio›$1.2M
Connecticut Wealth Management, LLC30,351
0.0% of portfolio›$1.2M
State of Alaska, Department of Revenue29,623
0.0% of portfolio›$1.1M
Dudley Capital Management, LLC29,321
0.4% of portfolio›$1.1M
US Bancorp \de\24,528
0.0% of portfolio›$930.8K
Evermay Wealth Management LLC24,504
0.1% of portfolio›$929.9K
Gibbs Wealth Management24,221
0.1% of portfolio›$919.2K
Strs Ohio23,400
0.0% of portfolio›$888.0K
Pictet Asset Management Holding SA22,720
0.0% of portfolio›$862.2K
Salomon & Ludwin, LLC22,182
0.1% of portfolio›$841.8K
Elevation Point Wealth Partners, LLC18,517
0.0% of portfolio›$702.7K
Cambridge Investment Research Advisors, Inc.18,488
0.0% of portfolio›$702.0K
Jefferies Financial Group Inc.17,000
0.0% of portfolio›$645.2K
Apollon Wealth Management, LLC16,517
0.0% of portfolio›$626.8K
Mutual of America Capital Management LLC16,296
0.0% of portfolio›$618.4K
Capital CS Group, LLC16,227
0.5% of portfolio›$615.8K
Tritonpoint Wealth, LLC15,821
0.1% of portfolio›$600.4K
HB Wealth Management, LLC15,050
0.0% of portfolio›$571.2K
Taylor Financial Group, Inc.15,011
0.3% of portfolio›$569.7K
Tred Avon Family Wealth, LLC14,719
0.2% of portfolio›$558.6K
Gilman Hill Asset Management, LLC14,708
0.1% of portfolio›$558.2K
Atria Investments, Inc14,420
0.0% of portfolio›$547.2K
Portside Wealth Group, LLC14,163
0.1% of portfolio›$537.5K
First United Bank & Trust14,052
0.2% of portfolio›$533.3K
Graves Light Lenhart Wealth, Inc.14,048
0.0% of portfolio›$533.1K
Xponance LLC13,821
0.0% of portfolio›$524.5K
Uncommon Cents Investing Inc13,815
0.1% of portfolio›$524.3K
Axxcess Wealth Management, LLC13,657
0.0% of portfolio›$518.3K
Ledyard National Bank13,478
0.0% of portfolio›$511.5K
SEB Asset Management AB13,310
0.0% of portfolio›$505.1K
CIBC Asset Management Inc13,038
0.0% of portfolio›$494.8K
Park Avenue Securities LLC12,523
0.0% of portfolio›$475.0K
Nadler Financial Group, Inc.12,325
0.0% of portfolio›$467.7K
Vise Technologies, Inc.11,947
0.0% of portfolio›$453.4K
Salzhauer Michael11,872
0.2% of portfolio›$450.5K
Choreo, LLC11,387
0.0% of portfolio›$432.2K
Hopwood Financial Services, Inc.11,231
0.2% of portfolio›$426.2K
Summit Global Investments11,005
0.1% of portfolio›$418.0K
Commonwealth Equity Services, LLC10,201
0.0% of portfolio›$387.1K
Swiss Life Asset Management Ltd9,856
0.0% of portfolio›$374.0K
Trust Point Inc.9,451
0.0% of portfolio›$358.7K
Stokes Capital Advisors, LLC9,350
0.1% of portfolio›$354.8K
Abel Hall, LLC9,339
0.1% of portfolio›$354.4K
Hennion & Walsh Asset Management, Inc.9,192
0.0% of portfolio›$348.8K
Founders Financial Securities LLC9,180
0.0% of portfolio›$348.4K
Profund Advisors LLC8,862
0.0% of portfolio›$336.3K
Gamma Investing LLC8,635
0.0% of portfolio›$327.7K
Keybank National Association8,500
0.0% of portfolio›$322.6K
Evergreen Capital Management LLC8,396
0.0% of portfolio›$318.6K
Teza Capital Management LLC8,340
0.3% of portfolio›$316.5K
Provenance Wealth Advisors, LLC8,307
0.0% of portfolio›$315.3K
Pinnacle Wealth Management Advisory Group, LLC8,158
0.0% of portfolio›$309.6K
Nisa Investment Advisors, LLC7,713
0.0% of portfolio›$292.7K
Sima Wealth Partners, LLC7,679
0.2% of portfolio›$291.4K
Exchange Traded Concepts, LLC7,455
0.0% of portfolio›$282.9K
Hendershot Investments Inc.7,444
0.0% of portfolio›$282.5K
Quadrant Private Wealth Management, LLC7,266
0.0% of portfolio›$275.7K
Associated Banc-Corp7,146
0.0% of portfolio›$271.2K
Alpha Omega Wealth Management LLC6,922
0.0% of portfolio›$262.7K
Old National Bancorp6,835
0.0% of portfolio›$259.4K
Csenge Advisory Group6,604
0.0% of portfolio›$250.6K
Bailard, Inc.6,600
0.0% of portfolio›$250.5K
Loring Wolcott & Coolidge Fiduciary Advisors LLP6,473
0.0% of portfolio›$245.7K
Sage Rhino Capital LLC6,357
0.0% of portfolio›$241.2K
Princeton Capital Management LLC6,000
0.0% of portfolio›$227.7K
Concurrent Investment Advisors, LLC5,638
0.0% of portfolio›$214.0K
Montgomery Investment Management Inc5,473
0.1% of portfolio›$207.7K
Norden Group LLC5,469
0.0% of portfolio›$207.5K
Paragon Capital Management Ltd5,459
0.0% of portfolio›$207.2K
Legacy Capital Wealth Partners, LLC5,380
0.0% of portfolio›$204.2K
Toth Financial Advisory Corp5,145
0.0% of portfolio›$195.3K
KBC Group NV5,045
0.0% of portfolio›$191.0K
Central Pacific Bank - Trust Division4,647
0.0% of portfolio›$176.4K
Versant Capital Management, Inc3,985
0.0% of portfolio›$151.2K
Pinnacle Wealth Planning Services, Inc.3,416
0.0% of portfolio›$129.6K
Ascentis Wealth Management, LLC3,314
0.0% of portfolio›$125.8K
Main Street Group, LTD3,079
0.0% of portfolio›$116.8K
Cassaday & Co Wealth Management LLC3,039
0.0% of portfolio›$115.3K
Signaturefd, LLC2,969
0.0% of portfolio›$112.7K
Quadrant Capital Group LLC2,969
0.0% of portfolio›$111.3K
Sterling Capital Management LLC2,829
0.0% of portfolio›$107.4K
Concord Wealth Partners2,728
0.0% of portfolio›$103.5K
CoreCap Advisors, LLC2,660
0.0% of portfolio›$100.9K
Spire Wealth Management2,524
0.0% of portfolio›$95.8K
Covestor Ltd1,976
0.1% of portfolio›$75.0K
Farther Finance Advisors, LLC1,881
0.0% of portfolio›$71.4K
SBI Securities Co., Ltd.1,746
0.0% of portfolio›$66.3K
State of Wyoming1,642
0.0% of portfolio›$62.3K
Heritage Family Offices, LLP1,531
0.0% of portfolio›$58.1K
EverSource Wealth Advisors, LLC1,363
0.0% of portfolio›$51.7K
Blue Trust, Inc.1,320
0.0% of portfolio›$50.1K
Mather Group, Llc.1,056
0.0% of portfolio›$40.1K
Accordant Advisory Group Inc919
0.0% of portfolio›$34.9K
Parallel Advisors, LLC821
0.0% of portfolio›$31.2K
Financial Consulate, Inc814
0.0% of portfolio›$30.9K
Westside Investment Management, Inc.780
0.0% of portfolio›$30.3K
Tounjian Advisory Partners, LLC778
0.0% of portfolio›$29.5K
Lanark Financial, Inc.737
0.0% of portfolio›$28.0K
Essential Partners LLC731
0.0% of portfolio›$27.7K
Private Trust Co NA664
0.0% of portfolio›$25.2K
Bare Financial Services, Inc637
0.0% of portfolio›$24.2K
Owl Creek Wealth Partners LLC569
0.0% of portfolio›$21.6K
Hilton Head Capital Partners, LLC561
0.0% of portfolio›$21.3K
TD Private Client Wealth LLC551
0.0% of portfolio›$20.9K
Root Financial Partners, LLC550
0.0% of portfolio›$20.9K
Parkside Financial Bank & Trust545
0.0% of portfolio›$20.7K
Assetmark, Inc537
0.0% of portfolio›$20.4K
DekaBank Deutsche Girozentrale518
0.0% of portfolio›$20
Fortitude Family Office, LLC500
0.0% of portfolio›$19.0K
Ascentis Independent Advisors402
0.0% of portfolio›$15.3K
Mitsubishi UFJ Asset Management Co., Ltd.328
0.0% of portfolio›$12.4K
Inspire Investing, LLC271
0.0% of portfolio›$10.3K
GK Wealth Management LLC267
0.0% of portfolio›$10.1K
First Horizon Corp240
0.0% of portfolio›$9.1K
Ares Financial Consulting, LLC228
0.0% of portfolio›$8.7K
Silver Grove Financial Group, Inc.220
0.0% of portfolio›$8.3K
Towne Trust Company, N.a217
0.0% of portfolio›$8.2K
SJS Investment Consulting Inc.194
0.0% of portfolio›$7.4K
MassMutual Private Wealth & Trust, FSB190
0.0% of portfolio›$7.2K
Larson Financial Group LLC184
0.0% of portfolio›$7.0K
Private Wealth Management Group, LLC175
0.0% of portfolio›$6.6K
Harbor Investment Advisory, LLC152
0.0% of portfolio›$5.8K
IFP Advisors, Inc138
0.0% of portfolio›$5.2K
MH & Associates Securities Management Corp135
0.0% of portfolio›$5.1K
Farmers & Merchants Investments Inc135
0.0% of portfolio›$5.1K
Bell Investment Advisors, Inc130
0.0% of portfolio›$4.9K
Cullen T Bankers, Inc.92
0.0% of portfolio›$3.5K
True Wealth Design, LLC89
0.0% of portfolio›$3.4K
Physician Wealth Advisors, Inc.81
0.0% of portfolio›$3.1K
JFS Wealth Advisors, LLC80
0.0% of portfolio›$3.0K
Simplex Trading, LLC77
0.0% of portfolio›$2.9K
Jacobi Capital Management LLC75
0.0% of portfolio›$2.9K
Creative Capital Management Investments LLC62
0.0% of portfolio›$2.4K
Financial Network Wealth Advisors LLC56
0.0% of portfolio›$2.1K
Signature Equity Partners, LLC52
0.0% of portfolio›$2.0K
Hughes Financial Services, LLC41
0.0% of portfolio›$1.6K
Noble Wealth Management PBC32
0.0% of portfolio›$1.2K
North Star Investment Management Corp.26
0.0% of portfolio›$987
Bay Harbor Wealth Management, LLC21
0.0% of portfolio›$797
Davis Capital Management20
0.0% of portfolio›$759
Central Trust Co20
0.0% of portfolio›$759
DiNuzzo Private Wealth, Inc.16
0.0% of portfolio›$608
Gilpin Wealth Management, LLC13
0.0% of portfolio›$494
UMB Private Wealth Management, LLC10
0.0% of portfolio›$380
DecisionPoint Financial, LLC5
0.0% of portfolio›$193
Cedar Mountain Advisors, LLC4
0.0% of portfolio›$152
Caitong International Asset Management Co., Ltd2
0.0% of portfolio›$76
Monetary Solutions, Ltd1
0.0% of portfolio›$38
Maryland Capital Advisors Inc.1
0.0% of portfolio›$38
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
7,928,483$300.9M0.1%IndexLowAustin, TX2026-11-04
Congress Asset Management Co
2,531,692$96.1M0.6%GrowthMediumBoston, MA2026-10-06
Thrivent Financial for Lutherans
1,421,194$53.9M0.2%GARPMediumMinneapolis, MN2026-11-05
Bank of New York Mellon Corp
1,354,506$51.4M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
999,604$37.9M0.0%CoreLowDes Moines, IA2026-11-02
Davenport & Co LLC
735,385$27.9M0.1%CoreMediumRichmond, VA2026-10-14
Fort Washington Investment Advisors Inc
680,322$25.8M0.1%CoreLowCincinnati, OH2026-10-15
Verity & Verity, LLC
638,469$24.2M1.6%YieldLowBeaufort, SC2026-10-23
Deroy & Devereaux Private Investment Counsel Inc
608,055$23.1M2.2%ValueMediumBloomfield Hills, MI2026-10-26
Tributary Capital Management, LLC
590,653$22.4M2.0%ValueMediumOmaha, NE2026-10-28
Pinnacle Associates LTD
265,726$10.1M0.1%CoreLowNew York, NY2026-10-20
ProShare Advisors LLC
252,195$9.6M0.0%GrowthLowBethesda, MD2026-10-29
Allspring Global Investments Holdings, LLC
204,024$7.8M0.0%CoreMediumCharlotte, NC2026-11-04
Citigroup Inc
120,940$4.6M0.0%CoreMediumNew York, NY2026-11-04
Kestra Advisory Services, LLC
101,683$3.9M0.0%CoreLowAustin, TX2026-11-02
Truist Financial Corp
82,275$3.1M0.0%CoreLowCharlotte, NC2026-10-30
Creative Planning
81,154$3.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Illinois Municipal Retirement Fund
74,926$2.8M0.0%CoreMediumOak Brook, IL2026-11-05
Oppenheimer Asset Management Inc.
69,872$2.7M0.0%CoreMediumNew York, NY2026-10-27
Louisiana State Employees Retirement System
60,800$2.3M0.0%IndexLowBaton Rouge, LA2026-10-20
Virginia Retirement Systems ET Al
56,600$2.1M0.0%CoreMediumRichmond, VA2026-10-28
State of New Jersey Common Pension Fund D
54,190$2.1M0.0%CoreLowTrenton, NJ2026-11-05
AlphaCore Capital LLC
54,036$2.1M0.0%ETFLowLa Jolla, CA2026-11-04
Smith Salley Wealth Management
53,523$2.0M0.1%GrowthLowGreensboro, NC2026-11-03
Grace & White Inc
52,325$2.0M0.3%Deep ValueVery LowNy, NY2026-10-23
StoneX Group Inc.
50,255$1.9M0.1%ETFMediumNew York, NY2026-11-03
Harbor Capital Advisors, Inc.
49,630$1.9M0.3%ValueHighChicago, IL2026-10-22
Sovran Advisors, LLC
49,182$2.0M0.1%ETFMediumSan Diego, CA2026-11-02
Vest Financial, LLC
49,001$1.9M0.0%ValueMediumMclean, VA2026-10-21
Fifth Third Bancorp
44,766$1.7M0.0%IndexVery LowCincinnati, OH2026-11-05
Oliver Luxxe Assets LLC
43,679$1.7M0.3%ValueMediumGladstone, NJ2026-10-14
Arizona State Retirement System
40,307$1.5M0.0%IndexVery LowPhoenix, AZ2026-11-03
New York State Teachers Retirement System
40,023$1.5M0.0%CoreVery LowAlbany, NY2026-10-22
Wealth Enhancement Advisory Services, LLC
39,887$1.5M0.0%CoreLowPlymouth, MN2026-10-13
Amalgamated Bank
37,070$1.4M0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
36,887$1.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
33,649$1.3M0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
32,056$1.2M0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
31,753$1.2M0.0%IndexVery LowBaltimore, MD2026-11-05
Connecticut Wealth Management, LLC
30,351$1.2M0.0%ETFLowFarmington, CT2026-10-13
State of Alaska, Department of Revenue
29,623$1.1M0.0%CoreVery LowJuneau, AK2026-10-15
Dudley Capital Management, LLC
29,321$1.1M0.4%GrowthLowMiddleburg, VA2026-10-23
US Bancorp \de\
24,528$930.8K0.0%IndexLowMinneapolis, MN2026-11-05
Evermay Wealth Management LLC
24,504$929.9K0.1%ETFLowArlington, VA2026-11-05
Gibbs Wealth Management
24,221$919.2K0.1%CoreLowAlpharetta, GA2026-10-22
Strs Ohio
23,400$888.0K0.0%CoreMediumColumbus, OH2026-10-30
Pictet Asset Management Holding SA
22,720$862.2K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Salomon & Ludwin, LLC
22,182$841.8K0.1%ETFVery LowRichmond, VA2026-10-29
Elevation Point Wealth Partners, LLC
18,517$702.7K0.0%CoreHighDenver, CO2026-11-05
Cambridge Investment Research Advisors, Inc.
18,488$702.0K0.0%ETFLowFairfield, IA2026-11-02
Jefferies Financial Group Inc.
17,000$645.2K0.0%CoreVery HighNew York, NY2026-11-05
Apollon Wealth Management, LLC
16,517$626.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
Mutual of America Capital Management LLC
16,296$618.4K0.0%IndexLowNew York, NY2026-10-23
Capital CS Group, LLC
16,227$615.8K0.5%YieldMediumIrvine, CA2026-10-29
Tritonpoint Wealth, LLC
15,821$600.4K0.1%CoreLowChevy Chase, MD2026-10-19
HB Wealth Management, LLC
15,050$571.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Taylor Financial Group, Inc.
15,011$569.7K0.3%CoreVery LowRoanoke, VA2026-11-02
Tred Avon Family Wealth, LLC
14,719$558.6K0.2%CoreLowEaston, MD2026-10-20
Gilman Hill Asset Management, LLC
14,708$558.2K0.1%YieldMediumNew Canaan, CT2026-10-13
Atria Investments, Inc
14,420$547.2K0.0%CoreMediumCharlotte, NC2026-10-15
Portside Wealth Group, LLC
14,163$537.5K0.1%CoreMediumProvo, UT2026-10-20
First United Bank & Trust
14,052$533.3K0.2%CoreLowOakland, MD2026-10-22
Graves Light Lenhart Wealth, Inc.
14,048$533.1K0.0%ETFVery LowHarrisonburg, VA2026-10-09
Xponance LLC
13,821$524.5K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Uncommon Cents Investing Inc
13,815$524.3K0.1%ValueVery LowJanesville, WI2026-10-20
Axxcess Wealth Management, LLC
13,657$518.3K0.0%CoreLowCarlsbad, CA2026-10-21
Ledyard National Bank
13,478$511.5K0.0%CoreLowHanover, NH2026-10-21
SEB Asset Management AB
13,310$505.1K0.0%CoreN/AStockholm, Sweden2026-11-04
CIBC Asset Management Inc
13,038$494.8K0.0%GARPLowToronto, South Africa2026-11-05
Park Avenue Securities LLC
12,523$475.0K0.0%ETFMediumNew York, NY2026-10-26
Nadler Financial Group, Inc.
12,325$467.7K0.0%ETFVery LowDeerfield, IL2026-10-23
Vise Technologies, Inc.
11,947$453.4K0.0%IndexLowNew York, NY2026-10-29
Salzhauer Michael
11,872$450.5K0.2%GARPLowNew York, NY2026-10-28
Choreo, LLC
11,387$432.2K0.0%IndexLowRockford, IL2026-10-28
Hopwood Financial Services, Inc.
11,231$426.2K0.2%ETFLowReston, VA2026-10-29
Summit Global Investments
11,005$418.0K0.1%CoreMediumBountiful, UT2026-10-28
Commonwealth Equity Services, LLC
10,201$387.1K0.0%ETFLowWaltham, MA2026-11-02
Swiss Life Asset Management Ltd
9,856$374.0K0.0%CoreLowZurich, Switzerland2026-11-03
Trust Point Inc.
9,451$358.7K0.0%CoreMediumLa Crosse, WI2026-10-27
Stokes Capital Advisors, LLC
9,350$354.8K0.1%CoreMediumGreenwood, SC2026-10-09
Abel Hall, LLC
9,339$354.4K0.1%CoreMediumBaton Rouge, LA2026-10-19
Hennion & Walsh Asset Management, Inc.
9,192$348.8K0.0%ValueMediumParsippany, NJ2026-10-13
Founders Financial Securities LLC
9,180$348.4K0.0%ETFMediumTowson, MD2026-10-28
Profund Advisors LLC
8,862$336.3K0.0%GrowthLowBethesda, MD2026-10-29
Gamma Investing LLC
8,635$327.7K0.0%IndexVery LowFoster City, CA2026-10-08
Keybank National Association
8,500$322.6K0.0%CoreLowBrooklyn, OH2026-11-04
Evergreen Capital Management LLC
8,396$318.6K0.0%GARPMediumBellevue, WA2026-10-23
Teza Capital Management LLC
8,340$316.5K0.3%ValueHighAustin, TX2026-10-23
Provenance Wealth Advisors, LLC
8,307$315.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Pinnacle Wealth Management Advisory Group, LLC
8,158$309.6K0.0%GrowthLowRed Bank, NJ2026-10-23
Nisa Investment Advisors, LLC
7,713$292.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Sima Wealth Partners, LLC
7,679$291.4K0.2%ETFVery LowRichmond, VA2026-10-19
Exchange Traded Concepts, LLC
7,455$282.9K0.0%GrowthMediumOklahoma City, OK2026-10-28
Hendershot Investments Inc.
7,444$282.5K0.0%CoreLowCentreville, VA2026-11-05
Quadrant Private Wealth Management, LLC
7,266$275.7K0.0%GrowthLowCenter Valley, PA2026-11-04
Associated Banc-Corp
7,146$271.2K0.0%CoreLowGreen Bay, WI2026-10-30
Alpha Omega Wealth Management LLC
6,922$262.7K0.0%ValueLowRichmond, VA2026-10-23
Old National Bancorp
6,835$259.4K0.0%CoreLowEvansville, IN2026-10-20
Csenge Advisory Group
6,604$250.6K0.0%ETFMediumClearwater, FL2026-11-04
Bailard, Inc.
6,600$250.5K0.0%GrowthMediumFoster City, CA2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
6,473$245.7K0.0%GrowthVery LowBoston, MA2026-10-23
Sage Rhino Capital LLC
6,357$241.2K0.0%ETFLowMenlo Park, CA2026-10-28
Princeton Capital Management LLC
6,000$227.7K0.0%Agg GrowthLowRed Bank, NJ2026-10-27
Concurrent Investment Advisors, LLC
5,638$214.0K0.0%GrowthMediumTampa, FL2026-10-16
Montgomery Investment Management Inc
5,473$207.7K0.1%GARPVery LowRockville, MD2026-10-26
Norden Group LLC
5,469$207.5K0.0%GrowthMediumProvo, UT2026-10-20
Paragon Capital Management Ltd
5,459$207.2K0.0%CoreVery LowDenver, CO2026-10-09
Legacy Capital Wealth Partners, LLC
5,380$204.2K0.0%CoreMediumLittle Rock, AR2026-10-21
Toth Financial Advisory Corp
5,145$195.3K0.0%CoreLowLeesburg, VA2026-10-08
KBC Group NV
5,045$191.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Central Pacific Bank - Trust Division
4,647$176.4K0.0%CoreMediumHonolulu, HI2026-10-06
Versant Capital Management, Inc
3,985$151.2K0.0%GARPLowPhoenix, AZ2026-10-02
Pinnacle Wealth Planning Services, Inc.
3,416$129.6K0.0%GARPLowMansfield, OH2026-10-27
Ascentis Wealth Management, LLC
3,314$125.8K0.0%Agg GrowthLowDallas, TX2026-11-03
Main Street Group, LTD
3,079$116.8K0.0%ETFMediumGlen Allen, VA2026-10-28
Cassaday & Co Wealth Management LLC
3,039$115.3K0.0%ETFVery LowMclean, VA2026-10-27
Signaturefd, LLC
2,969$112.7K0.0%IndexLowAtlanta, GA2026-10-23
Quadrant Capital Group LLC
2,969$111.3K0.0%CoreLowCincinnati, OH2026-10-20
Sterling Capital Management LLC
2,829$107.4K0.0%GARPMediumCharlotte, NC2026-10-22
Concord Wealth Partners
2,728$103.5K0.0%GrowthLowAbingdon, VA2026-11-02
CoreCap Advisors, LLC
2,660$100.9K0.0%ETFMediumSouthfield, MI2026-10-08
Spire Wealth Management
2,524$95.8K0.0%GrowthMediumMclean, VA2026-10-30
Covestor Ltd
1,976$75.0K0.1%ValueHighLondon, United Kingdom2026-10-30
Farther Finance Advisors, LLC
1,881$71.4K0.0%IndexLowSan Francisco, CA2026-10-08
SBI Securities Co., Ltd.
1,746$66.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
State of Wyoming
1,642$62.3K0.0%ValueHighCheyenne, WY2026-10-28
Heritage Family Offices, LLP
1,531$58.1K0.0%GrowthHighScottsdale, AZ2026-11-02
EverSource Wealth Advisors, LLC
1,363$51.7K0.0%CoreMediumBirmingham, AL2026-11-04
Blue Trust, Inc.
1,320$50.1K0.0%ETFLowBrentwood, TN2026-10-15
Mather Group, Llc.
1,056$40.1K0.0%ETFMediumChicago, IL2026-10-14
Accordant Advisory Group Inc
919$34.9K0.0%ValueMediumAnnapolis, MD2026-10-29
Parallel Advisors, LLC
821$31.2K0.0%IndexLowSan Francisco, CA2026-11-03
Financial Consulate, Inc
814$30.9K0.0%ETFLowHunt Valley, MD2026-10-23
Westside Investment Management, Inc.
780$30.3K0.0%GrowthLowSanta Monica, CA2026-11-02
Tounjian Advisory Partners, LLC
778$29.5K0.0%GrowthHighFort Myers, FL2026-11-04
Lanark Financial, Inc.
737$28.0K0.0%CoreMediumBirmingham, AL2026-10-26
Essential Partners LLC
731$27.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Private Trust Co NA
664$25.2K0.0%CoreLowCleveland, OH2026-10-20
Bare Financial Services, Inc
637$24.2K0.0%ETFVery LowGap, PA2026-11-04
Owl Creek Wealth Partners LLC
569$21.6K0.0%IndexLowGreenwood Village, CO2026-10-20
Hilton Head Capital Partners, LLC
561$21.3K0.0%CoreMediumHilton Head Island, SC2026-10-23
TD Private Client Wealth LLC
551$20.9K0.0%ETFLowNew York, NY2026-10-28
Root Financial Partners, LLC
550$20.9K0.0%ETFMediumEncinitas, CA2026-10-21
Parkside Financial Bank & Trust
545$20.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Assetmark, Inc
537$20.4K0.0%ETFLowConcord, CA2026-10-21
DekaBank Deutsche Girozentrale
518$200.0%CoreLowFrankfurt, Hong Kong2026-10-27
Fortitude Family Office, LLC
500$19.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Ascentis Independent Advisors
402$15.3K0.0%ETFLowDallas, TX2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
328$12.4K0.0%IndexVery LowTokyo, Mexico2026-11-05
Inspire Investing, LLC
271$10.3K0.0%GARPHighMeridian, ID2026-10-22
GK Wealth Management LLC
267$10.1K0.0%GARPVery HighReno, NV2026-10-09
First Horizon Corp
240$9.1K0.0%CoreLowMemphis, TN2026-10-26
Ares Financial Consulting, LLC
228$8.7K0.0%CoreLowCalabasas, CA2026-10-19
Silver Grove Financial Group, Inc.
220$8.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Towne Trust Company, N.a
217$8.2K0.0%CoreLowNewport News, VA2026-10-28
SJS Investment Consulting Inc.
194$7.4K0.0%ETFVery LowSylvania, OH2026-10-26
MassMutual Private Wealth & Trust, FSB
190$7.2K0.0%CoreLowSpringfield, MA2026-10-05
Larson Financial Group LLC
184$7.0K0.0%GrowthLowSt Louis, MO2026-11-05
Private Wealth Management Group, LLC
175$6.6K0.0%ETFLowPrinceton, NJ2026-10-19
Harbor Investment Advisory, LLC
152$5.8K0.0%GrowthLowLutherville, MD2026-10-13
IFP Advisors, Inc
138$5.2K0.0%GrowthLowTampa, FL2026-10-16
MH & Associates Securities Management Corp
135$5.1K0.0%YieldLowCarlsbad, CA2026-10-30
Farmers & Merchants Investments Inc
135$5.1K0.0%CoreVery LowLincoln, NE2026-10-22
Bell Investment Advisors, Inc
130$4.9K0.0%ETFVery LowOrinda, CA2026-10-29
Cullen T Bankers, Inc.
92$3.5K0.0%GrowthLowSan Antonio, TX2026-10-28
True Wealth Design, LLC
89$3.4K0.0%ETFMediumAkron, OH2026-10-13
Physician Wealth Advisors, Inc.
81$3.1K0.0%ETFMediumMidvale, UT2026-10-20
JFS Wealth Advisors, LLC
80$3.0K0.0%ETFVery LowHermitage, PA2026-11-03
Simplex Trading, LLC
77$2.9K0.0%CoreVery HighChicago, IL2026-11-04
Jacobi Capital Management LLC
75$2.9K0.0%CoreLowPittston, PA2026-11-05
Creative Capital Management Investments LLC
62$2.4K0.0%ETFLowSan Diego, CA2026-10-28
Financial Network Wealth Advisors LLC
56$2.1K0.0%ETFLowMurray, UT2026-10-28
Signature Equity Partners, LLC
52$2.0K0.0%GrowthMediumColumbus, OH2026-10-29
Hughes Financial Services, LLC
41$1.6K0.0%ETFLowHerndon, VA2026-10-30
Noble Wealth Management PBC
32$1.2K0.0%YieldMediumGreenwood Village, CO2026-10-01
North Star Investment Management Corp.
26$9870.0%CoreLowChicago, IL2026-10-27
Bay Harbor Wealth Management, LLC
21$7970.0%ETFMediumHunt Valley, MD2026-11-03
Davis Capital Management
20$7590.0%CoreLowJacksonville, FL2026-10-08
Central Trust Co
20$7590.0%CoreLowJefferson City, MO2026-11-05
DiNuzzo Private Wealth, Inc.
16$6080.0%ETFLowBeaver, PA2026-10-16
Gilpin Wealth Management, LLC
13$4940.0%GrowthLowDenver, CO2026-10-09
UMB Private Wealth Management, LLC
10$3800.0%GrowthN/AKansas City, MO2026-10-19
DecisionPoint Financial, LLC
5$1930.0%ETFVery LowMesa, AZ2026-10-27
Cedar Mountain Advisors, LLC
4$1520.0%ETFVery LowLake Oswego, OR2026-10-15
Caitong International Asset Management Co., Ltd
2$760.0%GrowthVery HighHong Kong, South Korea2026-10-29
Monetary Solutions, Ltd
1$380.0%ETFVery LowDayton, OH2026-10-22
Maryland Capital Advisors Inc.
1$380.0%ETFVery LowChester, MD2026-10-15