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Axos Financial Inc (AX)

CUSIP: 05465C100 | NYSE | Financial Services · Banks - Regional | Mid Cap | 960 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/AFMR LLC2,263,8744.0%−705,372Sep 30, 20262,969,246 sh (Jun 30, 2026)
13G/AFMR LLC2,263,874
4.0% of class · Sep 30, 2026−705,372
2,969,246 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,213,594
0.0% of portfolio›$191.6M
Allspring Global Investments Holdings, LLC417,680
0.1% of portfolio›$36.6M
Wasatch Advisors LP399,908
0.3% of portfolio›$34.6M
Shaker Investments LLC353,443
11.4% of portfolio›$30.6M
Bank of New York Mellon Corp350,289
0.0% of portfolio›$30.3M
Principal Financial Group Inc271,556
0.0% of portfolio›$23.5M
Pembroke Management, LTD148,387
1.6% of portfolio›$12.8M
Kestrel Investment Management Corp90,550
4.5% of portfolio›$7.8M
Kornitzer Capital Management Inc54,212
0.1% of portfolio›$4.7M
Argent Capital Management LLC50,744
0.1% of portfolio›$4.4M
Citigroup Inc45,522
0.0% of portfolio›$3.9M
B. Riley Wealth Advisors, Inc.43,475
0.1% of portfolio›$3.8M
Thrivent Financial for Lutherans42,947
0.0% of portfolio›$3.1M
Wealth Enhancement Advisory Services, LLC41,138
0.0% of portfolio›$3.6M
New York State Teachers Retirement System35,486
0.0% of portfolio›$3.1M
Illinois Municipal Retirement Fund30,239
0.0% of portfolio›$2.6M
CenterBook Partners LP26,747
0.1% of portfolio›$2.3M
Louisiana State Employees Retirement System24,200
0.0% of portfolio›$2.1M
Livforsakringsbolaget Skandia, Omsesidigt21,400
0.1% of portfolio›$1.9M
D.A. Davidson & Co.20,256
0.0% of portfolio›$1.8M
OP Asset Management Ltd19,397
0.0% of portfolio›$1.7M
State of New Jersey Common Pension Fund D19,002
0.0% of portfolio›$1.6M
State of Alaska, Department of Revenue18,217
0.0% of portfolio›$1.6M
Ridgewood Investments LLC17,661
0.6% of portfolio›$1.5M
Bullseye Investment Management, LLC16,024
0.7% of portfolio›$1.4M
Yousif Capital Management, LLC15,111
0.0% of portfolio›$1.3M
Truist Financial Corp14,850
0.0% of portfolio›$1.3M
US Bancorp \de\14,825
0.0% of portfolio›$1.3M
Amalgamated Bank14,674
0.0% of portfolio›$1.3M
Arizona State Retirement System14,416
0.0% of portfolio›$1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS13,367
0.0% of portfolio›$1.2M
Fifth Third Bancorp13,250
0.0% of portfolio›$1.1M
Virginia Retirement Systems ET Al13,155
0.0% of portfolio›$1.1M
Oregon Public Employees Retirement Fund12,704
0.0% of portfolio›$1.1M
Maryland State Retirement & Pension System12,611
0.0% of portfolio›$1.1M
Nisa Investment Advisors, LLC12,181
0.0% of portfolio›$1.1M
Csenge Advisory Group11,916
0.0% of portfolio›$1.0M
Y-Intercept (Hong Kong) Ltd11,385
0.0% of portfolio›$985.6K
Yorktown Management & Research Co Inc11,150
0.6% of portfolio›$965.3K
TD Waterhouse Canada Inc.10,299
0.0% of portfolio›$900.8K
B. Metzler seel. Sohn & Co. AG9,747
0.0% of portfolio›$843.8K
Pinnacle Associates LTD9,508
0.0% of portfolio›$823.1K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management9,425
0.0% of portfolio›$815.9K
Lido Advisors, LLC8,494
0.0% of portfolio›$735.3K
Pictet Asset Management Holding SA8,415
0.0% of portfolio›$728.5K
James Investment Research, Inc.8,213
0.1% of portfolio›$711.0K
ProShare Advisors LLC7,623
0.0% of portfolio›$659.9K
Concurrent Investment Advisors, LLC7,209
0.0% of portfolio›$624.0K
Summit Global Investments7,033
0.2% of portfolio›$609.0K
Counterpoint Mutual Funds LLC6,755
0.1% of portfolio›$584.8K
Advisory Advocates, LLC6,608
0.5% of portfolio›$572.1K
Mutual of America Capital Management LLC6,474
0.0% of portfolio›$560.5K
Xponance LLC6,461
0.0% of portfolio›$559.3K
Strs Ohio6,100
0.0% of portfolio›$528.1K
Foyston, Gordon & Payne Inc5,282
0.1% of portfolio›$457.3K
Creative Planning4,864
0.0% of portfolio›$421.1K
Ashton Thomas Private Wealth, LLC4,834
0.0% of portfolio›$418.5K
Jefferies Financial Group Inc.4,700
0.0% of portfolio›$406.9K
J.W. Cole Advisors, Inc.4,428
0.0% of portfolio›$383.3K
Abel Hall, LLC4,300
0.1% of portfolio›$372.3K
Atria Investments, Inc4,064
0.0% of portfolio›$351.8K
Profund Advisors LLC3,592
0.0% of portfolio›$311.0K
Praxis Investment Management Inc3,442
0.0% of portfolio›$298.0K
Crossmark Global Holdings, Inc.3,386
0.0% of portfolio›$293.1K
Vise Technologies, Inc.3,190
0.0% of portfolio›$276.2K
Americana Partners, LLC3,005
0.0% of portfolio›$260.1K
Swiss Life Asset Management Ltd2,955
0.0% of portfolio›$255.8K
Choreo, LLC2,953
0.0% of portfolio›$255.6K
OpenArc Corporate Advisory, LLC2,863
0.0% of portfolio›$247.9K
Retirement Guys Formula LLC2,824
0.1% of portfolio›$244.5K
Summit Wealth Group LLC / Co2,764
0.0% of portfolio›$239.3K
Bourgeon Capital Management LLC2,750
0.0% of portfolio›$238.1K
Pinnacle Wealth Planning Services, Inc.2,742
0.0% of portfolio›$237.4K
Commonwealth Equity Services, LLC2,665
0.0% of portfolio›$230.7K
Hohimer Wealth Management, LLC2,640
0.0% of portfolio›$228.5K
NovaPoint Capital, LLC2,600
0.0% of portfolio›$225.1K
Premier Fund Managers Ltd2,581
0.1% of portfolio›$223.0K
Gamma Investing LLC2,544
0.0% of portfolio›$220.2K
Waldron Private Wealth LLC2,487
0.0% of portfolio›$215.3K
Verdence Capital Advisors LLC2,407
0.0% of portfolio›$208.4K
Kestra Advisory Services, LLC2,339
0.0% of portfolio›$202.5K
Leonard Rickey Investment Advisors P.L.L.C.2,324
0.0% of portfolio›$201.2K
KBC Group NV1,983
0.0% of portfolio›$172.0K
Sterling Capital Management LLC1,179
0.0% of portfolio›$102.1K
Parkside Financial Bank & Trust1,175
0.0% of portfolio›$101.7K
Farmers & Merchants Investments Inc865
0.0% of portfolio›$74.9K
Versant Capital Management, Inc842
0.0% of portfolio›$72.9K
Salomon & Ludwin, LLC708
0.0% of portfolio›$61.3K
Farther Finance Advisors, LLC682
0.0% of portfolio›$59.0K
Bayforest Capital Ltd670
0.1% of portfolio›$58.0K
Reyes Financial Architecture, Inc.637
0.0% of portfolio›$55.1K
Root Financial Partners, LLC551
0.0% of portfolio›$47.7K
Signature Equity Partners, LLC507
0.0% of portfolio›$43.9K
IFP Advisors, Inc505
0.0% of portfolio›$43.7K
Harbor Capital Advisors, Inc.433
0.0% of portfolio›$37
True Wealth Design, LLC432
0.0% of portfolio›$37.4K
1620 Investment Advisors, Inc.422
0.0% of portfolio›$36.5K
Caitong International Asset Management Co., Ltd421
0.0% of portfolio›$36.4K
Exchange Traded Concepts, LLC421
0.0% of portfolio›$36.4K
Gen-Wealth Partners Inc393
0.0% of portfolio›$34.0K
Parallel Advisors, LLC364
0.0% of portfolio›$31.5K
EverSource Wealth Advisors, LLC328
0.0% of portfolio›$28.4K
Armstrong Advisory Group, Inc292
0.0% of portfolio›$25.3K
Private Wealth Management Group, LLC268
0.0% of portfolio›$23.2K
KFG LLC242
0.0% of portfolio›$21.0K
Bare Financial Services, Inc220
0.0% of portfolio›$19.0K
Mather Group, Llc.211
0.0% of portfolio›$18.3K
Essential Partners LLC173
0.0% of portfolio›$15.0K
Covestor Ltd162
0.0% of portfolio›$14.0K
Mitsubishi UFJ Asset Management Co., Ltd.161
0.0% of portfolio›$13.9K
Signaturefd, LLC160
0.0% of portfolio›$13.9K
Signature Resources Capital Management, LLC139
0.0% of portfolio›$12.0K
Private Trust Co NA121
0.0% of portfolio›$10.5K
J.Safra Asset Management Corp118
0.0% of portfolio›$10.2K
MassMutual Private Wealth & Trust, FSB112
0.0% of portfolio›$9.7K
Fortitude Family Office, LLC112
0.0% of portfolio›$9.7K
JFS Wealth Advisors, LLC103
0.0% of portfolio›$8.9K
Downshift Financial, LLC95
0.0% of portfolio›$8.2K
SJS Investment Consulting Inc.88
0.0% of portfolio›$7.6K
Owl Creek Wealth Partners LLC84
0.0% of portfolio›$7.3K
Valued Wealth Advisors LLC82
0.0% of portfolio›$7.1K
Assetmark, Inc74
0.0% of portfolio›$6.4K
Larson Financial Group LLC36
0.0% of portfolio›$3.1K
Cullen T Bankers, Inc.36
0.0% of portfolio›$3.1K
Creative Capital Management Investments LLC32
0.0% of portfolio›$2.8K
Hughes Financial Services, LLC30
0.0% of portfolio›$2.8K
Torren Management, LLC16
0.0% of portfolio›$1.4K
DiNuzzo Private Wealth, Inc.13
0.0% of portfolio›$1.1K
Valley National Advisers Inc12
0.0% of portfolio›$1.0K
Bay Harbor Wealth Management, LLC12
0.0% of portfolio›$1.0K
Silver Grove Financial Group, Inc.11
0.0% of portfolio›$952
Inspire Investing, LLC9
0.0% of portfolio›$746
Gilpin Wealth Management, LLC9
0.0% of portfolio›$780
Physician Wealth Advisors, Inc.5
0.0% of portfolio›$433
Financial Consulate, Inc5
0.0% of portfolio›$433
Davis Capital Management3
0.0% of portfolio›$260
DecisionPoint Financial, LLC3
0.0% of portfolio›$263
Capital Advisors, Ltd. LLC3
0.0% of portfolio›$0
Maryland Capital Advisors Inc.1
0.0% of portfolio›$87
SBI Securities Co., Ltd.1
0.0% of portfolio›$87
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,213,594$191.6M0.0%IndexLowAustin, TX2026-11-04
Allspring Global Investments Holdings, LLC
417,680$36.6M0.1%CoreMediumCharlotte, NC2026-11-04
Wasatch Advisors LP
399,908$34.6M0.3%GARPMediumSalt Lake City, UT2026-10-13
Shaker Investments LLC
353,443$30.6M11.4%MomentumMediumCleveland, OH2026-11-05
Bank of New York Mellon Corp
350,289$30.3M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
271,556$23.5M0.0%CoreLowDes Moines, IA2026-11-02
Pembroke Management, LTD
148,387$12.8M1.6%GARPMediumMontreal, Austria2026-10-21
Kestrel Investment Management Corp
90,550$7.8M4.5%Deep ValueMediumSan Mateo, CA2026-11-02
Kornitzer Capital Management Inc
54,212$4.7M0.1%CoreLowShawnee Mission, KS2026-11-03
Argent Capital Management LLC
50,744$4.4M0.1%CoreMediumSt Louis, MO2026-10-05
Citigroup Inc
45,522$3.9M0.0%CoreMediumNew York, NY2026-11-04
B. Riley Wealth Advisors, Inc.
43,475$3.8M0.1%GrowthLowMemphis, TN2026-10-13
Thrivent Financial for Lutherans
42,947$3.1M0.0%GARPMediumMinneapolis, MN2026-11-05
Wealth Enhancement Advisory Services, LLC
41,138$3.6M0.0%CoreLowPlymouth, MN2026-10-13
New York State Teachers Retirement System
35,486$3.1M0.0%CoreVery LowAlbany, NY2026-10-22
Illinois Municipal Retirement Fund
30,239$2.6M0.0%CoreMediumOak Brook, IL2026-11-05
CenterBook Partners LP
26,747$2.3M0.1%ValueVery HighGreenwich, CT2026-11-02
Louisiana State Employees Retirement System
24,200$2.1M0.0%IndexLowBaton Rouge, LA2026-10-20
Livforsakringsbolaget Skandia, Omsesidigt
21,400$1.9M0.1%GrowthMediumStockholm, Sweden2026-10-21
D.A. Davidson & Co.
20,256$1.8M0.0%CoreLowGreat Falls, MT2026-10-28
OP Asset Management Ltd
19,397$1.7M0.0%GrowthMediumHelsinki, Hungary2026-11-05
State of New Jersey Common Pension Fund D
19,002$1.6M0.0%CoreLowTrenton, NJ2026-11-05
State of Alaska, Department of Revenue
18,217$1.6M0.0%CoreVery LowJuneau, AK2026-10-15
Ridgewood Investments LLC
17,661$1.5M0.6%ValueMediumSpringfield, NJ2026-10-05
Bullseye Investment Management, LLC
16,024$1.4M0.7%ETFVery HighCincinnati, OH2026-10-29
Yousif Capital Management, LLC
15,111$1.3M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Truist Financial Corp
14,850$1.3M0.0%CoreLowCharlotte, NC2026-10-30
US Bancorp \de\
14,825$1.3M0.0%IndexLowMinneapolis, MN2026-11-05
Amalgamated Bank
14,674$1.3M0.0%CoreVery LowNew York, NY2026-10-23
Arizona State Retirement System
14,416$1.2M0.0%IndexVery LowPhoenix, AZ2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
13,367$1.2M0.0%CoreLowHarrisburg, PA2026-11-03
Fifth Third Bancorp
13,250$1.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Virginia Retirement Systems ET Al
13,155$1.1M0.0%CoreMediumRichmond, VA2026-10-28
Oregon Public Employees Retirement Fund
12,704$1.1M0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
12,611$1.1M0.0%IndexVery LowBaltimore, MD2026-11-05
Nisa Investment Advisors, LLC
12,181$1.1M0.0%IndexVery LowSt. Louis, MO2026-10-20
Csenge Advisory Group
11,916$1.0M0.0%ETFMediumClearwater, FL2026-11-04
Y-Intercept (Hong Kong) Ltd
11,385$985.6K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Yorktown Management & Research Co Inc
11,150$965.3K0.6%MomentumMediumForest, VA2026-10-28
TD Waterhouse Canada Inc.
10,299$900.8K0.0%CoreLowToronto, Australia2026-10-16
B. Metzler seel. Sohn & Co. AG
9,747$843.8K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Pinnacle Associates LTD
9,508$823.1K0.0%CoreLowNew York, NY2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
9,425$815.9K0.0%GrowthVery LowSeattle, WA2026-10-27
Lido Advisors, LLC
8,494$735.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Pictet Asset Management Holding SA
8,415$728.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
James Investment Research, Inc.
8,213$711.0K0.1%CoreLowAlpha, OH2026-10-22
ProShare Advisors LLC
7,623$659.9K0.0%GrowthLowBethesda, MD2026-10-29
Concurrent Investment Advisors, LLC
7,209$624.0K0.0%GrowthMediumTampa, FL2026-10-16
Summit Global Investments
7,033$609.0K0.2%CoreMediumBountiful, UT2026-10-28
Counterpoint Mutual Funds LLC
6,755$584.8K0.1%Deep ValueVery HighSan Diego, CA2026-10-16
Advisory Advocates, LLC
6,608$572.1K0.5%YieldMediumGrand Rapids, MI2026-11-05
Mutual of America Capital Management LLC
6,474$560.5K0.0%IndexLowNew York, NY2026-10-23
Xponance LLC
6,461$559.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Strs Ohio
6,100$528.1K0.0%CoreMediumColumbus, OH2026-10-30
Foyston, Gordon & Payne Inc
5,282$457.3K0.1%CoreMediumToronto, Australia2026-11-02
Creative Planning
4,864$421.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Ashton Thomas Private Wealth, LLC
4,834$418.5K0.0%CoreMediumScottsdale, AZ2026-11-03
Jefferies Financial Group Inc.
4,700$406.9K0.0%CoreVery HighNew York, NY2026-11-05
J.W. Cole Advisors, Inc.
4,428$383.3K0.0%IndexLowTampa, FL2026-11-05
Abel Hall, LLC
4,300$372.3K0.1%CoreMediumBaton Rouge, LA2026-10-19
Atria Investments, Inc
4,064$351.8K0.0%CoreMediumCharlotte, NC2026-10-15
Profund Advisors LLC
3,592$311.0K0.0%GrowthLowBethesda, MD2026-10-29
Praxis Investment Management Inc
3,442$298.0K0.0%CoreLowGoshen, IN2026-11-03
Crossmark Global Holdings, Inc.
3,386$293.1K0.0%GARPMediumHouston, TX2026-10-21
Vise Technologies, Inc.
3,190$276.2K0.0%IndexLowNew York, NY2026-10-29
Americana Partners, LLC
3,005$260.1K0.0%CoreMediumHouston, TX2026-10-28
Swiss Life Asset Management Ltd
2,955$255.8K0.0%CoreLowZurich, Switzerland2026-11-03
Choreo, LLC
2,953$255.6K0.0%IndexLowRockford, IL2026-10-28
OpenArc Corporate Advisory, LLC
2,863$247.9K0.0%GrowthLowAtlanta, GA2026-10-21
Retirement Guys Formula LLC
2,824$244.5K0.1%CoreMediumMaumee, OH2026-10-26
Summit Wealth Group LLC / Co
2,764$239.3K0.0%ETFHighColorado Springs, CO2026-10-29
Bourgeon Capital Management LLC
2,750$238.1K0.0%CoreMediumDarien, CT2026-10-19
Pinnacle Wealth Planning Services, Inc.
2,742$237.4K0.0%GARPLowMansfield, OH2026-10-27
Commonwealth Equity Services, LLC
2,665$230.7K0.0%ETFLowWaltham, MA2026-11-02
Hohimer Wealth Management, LLC
2,640$228.5K0.0%CoreHighSeattle, WA2026-11-04
NovaPoint Capital, LLC
2,600$225.1K0.0%CoreLowAtlanta, GA2026-10-22
Premier Fund Managers Ltd
2,581$223.0K0.1%MomentumMediumLondon, United Kingdom2026-11-02
Gamma Investing LLC
2,544$220.2K0.0%IndexVery LowFoster City, CA2026-10-08
Waldron Private Wealth LLC
2,487$215.3K0.0%ETFVery LowBridgeville, PA2026-11-02
Verdence Capital Advisors LLC
2,407$208.4K0.0%CoreMediumHunt Valley, MD2026-10-26
Kestra Advisory Services, LLC
2,339$202.5K0.0%CoreLowAustin, TX2026-11-02
Leonard Rickey Investment Advisors P.L.L.C.
2,324$201.2K0.0%ETFLowYakima, WA2026-10-29
KBC Group NV
1,983$172.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
1,179$102.1K0.0%GARPMediumCharlotte, NC2026-10-22
Parkside Financial Bank & Trust
1,175$101.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Farmers & Merchants Investments Inc
865$74.9K0.0%CoreVery LowLincoln, NE2026-10-22
Versant Capital Management, Inc
842$72.9K0.0%GARPLowPhoenix, AZ2026-10-02
Salomon & Ludwin, LLC
708$61.3K0.0%ETFVery LowRichmond, VA2026-10-29
Farther Finance Advisors, LLC
682$59.0K0.0%IndexLowSan Francisco, CA2026-10-08
Bayforest Capital Ltd
670$58.0K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Reyes Financial Architecture, Inc.
637$55.1K0.0%ETFVery HighSan Diego, CA2026-10-22
Root Financial Partners, LLC
551$47.7K0.0%ETFMediumEncinitas, CA2026-10-21
Signature Equity Partners, LLC
507$43.9K0.0%GrowthMediumColumbus, OH2026-10-29
IFP Advisors, Inc
505$43.7K0.0%GrowthLowTampa, FL2026-10-16
Harbor Capital Advisors, Inc.
433$370.0%ValueHighChicago, IL2026-10-22
True Wealth Design, LLC
432$37.4K0.0%ETFMediumAkron, OH2026-10-13
1620 Investment Advisors, Inc.
422$36.5K0.0%ValueLowPlymouth, MA2026-11-04
Caitong International Asset Management Co., Ltd
421$36.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Exchange Traded Concepts, LLC
421$36.4K0.0%GrowthMediumOklahoma City, OK2026-10-28
Gen-Wealth Partners Inc
393$34.0K0.0%CoreLowZeeland, MI2026-11-04
Parallel Advisors, LLC
364$31.5K0.0%IndexLowSan Francisco, CA2026-11-03
EverSource Wealth Advisors, LLC
328$28.4K0.0%CoreMediumBirmingham, AL2026-11-04
Armstrong Advisory Group, Inc
292$25.3K0.0%ETFHighNeedham, MA2026-10-09
Private Wealth Management Group, LLC
268$23.2K0.0%ETFLowPrinceton, NJ2026-10-19
KFG LLC
242$21.0K0.0%ETFN/ARapid City, SD2026-11-02
Bare Financial Services, Inc
220$19.0K0.0%ETFVery LowGap, PA2026-11-04
Mather Group, Llc.
211$18.3K0.0%ETFMediumChicago, IL2026-10-14
Essential Partners LLC
173$15.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Covestor Ltd
162$14.0K0.0%ValueHighLondon, United Kingdom2026-10-30
Mitsubishi UFJ Asset Management Co., Ltd.
161$13.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
Signaturefd, LLC
160$13.9K0.0%IndexLowAtlanta, GA2026-10-23
Signature Resources Capital Management, LLC
139$12.0K0.0%ETFLowNewport Beach, CA2026-10-16
Private Trust Co NA
121$10.5K0.0%CoreLowCleveland, OH2026-10-20
J.Safra Asset Management Corp
118$10.2K0.0%ETFLowNew York, NY2026-11-03
MassMutual Private Wealth & Trust, FSB
112$9.7K0.0%CoreLowSpringfield, MA2026-10-05
Fortitude Family Office, LLC
112$9.7K0.0%ETFMediumScottsdale, AZ2026-10-14
JFS Wealth Advisors, LLC
103$8.9K0.0%ETFVery LowHermitage, PA2026-11-03
Downshift Financial, LLC
95$8.2K0.0%ETFLowBoulder, CO2026-10-13
SJS Investment Consulting Inc.
88$7.6K0.0%ETFVery LowSylvania, OH2026-10-26
Owl Creek Wealth Partners LLC
84$7.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Valued Wealth Advisors LLC
82$7.1K0.0%IndexVery LowHolladay, UT2026-11-05
Assetmark, Inc
74$6.4K0.0%ETFLowConcord, CA2026-10-21
Larson Financial Group LLC
36$3.1K0.0%GrowthLowSt Louis, MO2026-11-05
Cullen T Bankers, Inc.
36$3.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Creative Capital Management Investments LLC
32$2.8K0.0%ETFLowSan Diego, CA2026-10-28
Hughes Financial Services, LLC
30$2.8K0.0%ETFLowHerndon, VA2026-10-30
Torren Management, LLC
16$1.4K0.0%ETFMediumSan Diego, CA2026-10-29
DiNuzzo Private Wealth, Inc.
13$1.1K0.0%ETFLowBeaver, PA2026-10-16
Valley National Advisers Inc
12$1.0K0.0%ETFLowBethlehem, PA2026-10-23
Bay Harbor Wealth Management, LLC
12$1.0K0.0%ETFMediumHunt Valley, MD2026-11-03
Silver Grove Financial Group, Inc.
11$9520.0%CoreMediumOrchard Park, NY2026-11-05
Inspire Investing, LLC
9$7460.0%GARPHighMeridian, ID2026-10-22
Gilpin Wealth Management, LLC
9$7800.0%GrowthLowDenver, CO2026-10-09
Physician Wealth Advisors, Inc.
5$4330.0%ETFMediumMidvale, UT2026-10-20
Financial Consulate, Inc
5$4330.0%ETFLowHunt Valley, MD2026-10-23
Davis Capital Management
3$2600.0%CoreLowJacksonville, FL2026-10-08
DecisionPoint Financial, LLC
3$2630.0%ETFVery LowMesa, AZ2026-10-27
Capital Advisors, Ltd. LLC
3$00.0%ETFLowShaker Heights, OH2026-10-27
Maryland Capital Advisors Inc.
1$870.0%ETFVery LowChester, MD2026-10-15
SBI Securities Co., Ltd.
1$870.0%Agg GrowthLowTokyo, Mexico2026-10-22