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Banco Santander SA (SAN)

CUSIP: 05964H105 | US | Financial Services · Banks - Diversified | Large Cap | 1847 institutional holders

Quarters

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

Mondrian Investment Partners LTD18,752,657
4.8% of portfolio›$259.3M
Dimensional Fund Advisors LP17,283,660
0.0% of portfolio›$239.0M
Todd Asset Management LLC5,064,127
1.3% of portfolio›$70.0M
Creative Planning3,173,657
0.0% of portfolio›$43.9M
Bank of New York Mellon Corp2,035,428
0.0% of portfolio›$28.1M
Citigroup Inc1,591,933
0.0% of portfolio›$22.0M
Crossmark Global Holdings, Inc.943,447
0.2% of portfolio›$13.0M
US Bancorp \de\709,131
0.0% of portfolio›$9.8M
Quadrant Capital Group LLC554,342
0.2% of portfolio›$7.5M
Factory Mutual Insurance Co515,311
0.1% of portfolio›$7.1M
Assetmark, Inc498,683
0.0% of portfolio›$6.9M
Ethic Inc.469,679
0.1% of portfolio›$6.5M
Calamos Wealth Management LLC409,929
0.2% of portfolio›$5.7M
Signaturefd, LLC408,703
0.1% of portfolio›$5.7M
Park Avenue Securities LLC395,076
0.1% of portfolio›$5.5M
Eagle Global Advisors LLC367,505
0.2% of portfolio›$5.1M
Vise Technologies, Inc.327,386
0.0% of portfolio›$4.5M
Compound Planning, Inc.301,818
0.1% of portfolio›$4.2M
Commonwealth Equity Services, LLC298,983
0.0% of portfolio›$4.1M
Mitchell Capital Management Co298,723
0.6% of portfolio›$4.1M
Wealth Enhancement Advisory Services, LLC290,842
0.0% of portfolio›$3.3M
Prospera Financial Services Inc290,201
0.0% of portfolio›$3.2M
Evergreen Capital Management LLC288,546
0.1% of portfolio›$4.0M
Oppenheimer Asset Management Inc.277,634
0.0% of portfolio›$3.8M
CIBC Asset Management Inc259,243
0.0% of portfolio›$3.6M
Pekin Hardy Strauss, Inc.256,219
0.3% of portfolio›$3.5M
Oppenheimer & Co Inc223,814
0.0% of portfolio›$3.1M
Americana Partners, LLC221,304
0.1% of portfolio›$3.1M
Allspring Global Investments Holdings, LLC219,431
0.0% of portfolio›$2.9M
Choreo, LLC211,372
0.0% of portfolio›$2.9M
Aaron Wealth Advisors LLC209,921
0.1% of portfolio›$2.9M
Keybank National Association204,031
0.0% of portfolio›$2.8M
HB Wealth Management, LLC183,234
0.0% of portfolio›$2.5M
Truist Financial Corp173,651
0.0% of portfolio›$2.4M
Atria Investments, Inc169,163
0.0% of portfolio›$2.3M
Verdence Capital Advisors LLC158,347
0.1% of portfolio›$2.2M
Lido Advisors, LLC150,250
0.0% of portfolio›$2.1M
Pinnacle Associates LTD129,779
0.0% of portfolio›$1.8M
Venture Visionary Partners LLC127,916
0.0% of portfolio›$1.8M
Burkett Asset Management Ltd126,210
1.6% of portfolio›$1.7M
Lockheed Martin Investment Management Co125,880
0.1% of portfolio›$1.7M
Arlington Trust Co LLC125,283
0.1% of portfolio›$1.7M
Gateway Investment Advisers LLC124,862
0.0% of portfolio›$1.7M
Kathmere Capital Management, LLC121,252
0.1% of portfolio›$1.7M
Parallel Advisors, LLC119,813
0.0% of portfolio›$1.7M
Gamma Investing LLC109,973
0.1% of portfolio›$1.5M
Farther Finance Advisors, LLC109,477
0.0% of portfolio›$1.5M
Themes Management Co LLC107,714
1.0% of portfolio›$1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management106,876
0.0% of portfolio›$1.5M
Fifth Third Bancorp103,959
0.0% of portfolio›$1.4M
Versant Capital Management, Inc98,834
0.1% of portfolio›$1.4M
Greenleaf Trust98,037
0.0% of portfolio›$1.4M
Baron Wealth Management LLC95,113
0.3% of portfolio›$1.3M
Mather Group, Llc.94,972
0.0% of portfolio›$1.3M
Arizona State Retirement System91,068
0.0% of portfolio›$1.3M
Sagespring Wealth Partners, LLC90,837
0.0% of portfolio›$1.3M
State of New Jersey Common Pension Fund D81,322
0.0% of portfolio›$1.1M
Apollon Wealth Management, LLC80,406
0.0% of portfolio›$1.1M
Regions Financial Corp79,872
0.0% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.77,922
0.0% of portfolio›$1.1M
Independent Financial Group, LLC77,091
0.0% of portfolio›$1.1M
Highland Capital Management, LLC75,525
0.0% of portfolio›$1.0M
Ashton Thomas Private Wealth, LLC75,504
0.0% of portfolio›$1.0M
HUB Investment Partners, LLC74,731
0.0% of portfolio›$1.0M
Orange Investment Advisors, Inc.74,401
0.1% of portfolio›$1.0M
Abel Hall, LLC73,648
0.2% of portfolio›$1.0M
Ascentis Independent Advisors72,774
0.1% of portfolio›$1.0M
Xponance LLC72,048
0.0% of portfolio›$996.4K
PDS Planning, Inc67,834
0.1% of portfolio›$938.1K
Legacy Wealth Asset Management, LLC67,455
0.2% of portfolio›$932.9K
Kestra Advisory Services, LLC67,229
0.0% of portfolio›$929.8K
Leuthold Group, LLC67,213
0.1% of portfolio›$929.6K
Five Oceans Advisors65,502
0.3% of portfolio›$905.9K
Orca Wealth Management, LLC65,283
0.5% of portfolio›$902.9K
TD Waterhouse Canada Inc.64,762
0.0% of portfolio›$860.2K
Ascent Group, LLC64,330
0.0% of portfolio›$889.7K
Marks Group Wealth Management, Inc63,259
0.1% of portfolio›$874.9K
Trust Point Inc.62,477
0.1% of portfolio›$864.1K
Pinnacle Wealth Planning Services, Inc.62,368
0.1% of portfolio›$862.5K
Aprio Wealth Management, LLC60,792
0.0% of portfolio›$840.8K
Focused Wealth Management, Inc59,451
0.1% of portfolio›$822.2K
LVW Advisors, LLC59,248
0.1% of portfolio›$819.4K
Valeo Financial Advisors, LLC57,781
0.0% of portfolio›$799.1K
Stablepoint Partners, LLC57,175
0.1% of portfolio›$790.7K
May Hill Capital, LLC57,100
0.2% of portfolio›$789.7K
Sage Rhino Capital LLC56,263
0.1% of portfolio›$778.1K
Tompkins Financial Corp55,849
0.1% of portfolio›$772.4K
John G Ullman & Associates Inc53,920
0.1% of portfolio›$745.7K
Imc-Chicago, LLC52,292
0.0% of portfolio›$723.2K
SeaCrest Wealth Management, LLC52,204
0.1% of portfolio›$722.0K
Portside Wealth Group, LLC49,701
0.1% of portfolio›$687.4K
NorthCrest Asset Manangement, LLC49,536
0.0% of portfolio›$667.7K
Anchyra Partners LLC49,473
0.1% of portfolio›$684.2K
Dynamic Advisor Solutions LLC48,378
0.0% of portfolio›$669.1K
Florida Trust Wealth Management Co48,222
0.0% of portfolio›$666.9K
Gibbs Wealth Management48,093
0.1% of portfolio›$665.1K
Greenspring Advisors, LLC48,016
0.0% of portfolio›$664.1K
Wedmont Private Capital46,644
0.0% of portfolio›$628.8K
Concurrent Investment Advisors, LLC45,846
0.0% of portfolio›$634.1K
55 North Private Wealth, LLC45,499
0.1% of portfolio›$629.3K
J.Safra Asset Management Corp44,882
0.0% of portfolio›$620.7K
Riversedge Advisors, LLC44,880
0.1% of portfolio›$620.7K
Diversify Wealth Management, LLC44,403
0.0% of portfolio›$597.7K
Diversify Advisory Services, LLC44,403
0.0% of portfolio›$597.7K
Axxcess Wealth Management, LLC43,818
0.0% of portfolio›$606.0K
Sovran Advisors, LLC43,537
0.0% of portfolio›$511.6K
EverSource Wealth Advisors, LLC42,550
0.0% of portfolio›$588.5K
MGO One Seven LLC42,268
0.0% of portfolio›$584.6K
Traveka Wealth, LLC40,282
0.2% of portfolio›$557.1K
Yousif Capital Management, LLC39,867
0.0% of portfolio›$551.4K
Prime Capital Investment Advisors, LLC38,298
0.0% of portfolio›$529.7K
Waterfront Wealth Inc.37,670
0.1% of portfolio›$494.8K
SYM Financial Corp37,476
0.0% of portfolio›$518.3K
Cromwell Holdings LLC36,816
0.2% of portfolio›$509.2K
Perigon Wealth Management, LLC35,897
0.0% of portfolio›$496.5K
Brighton Jones LLC35,565
0.0% of portfolio›$491.9K
Seven Mile Advisory34,862
0.3% of portfolio›$482.1K
Archford Capital Strategies, LLC32,938
0.0% of portfolio›$455.5K
D'Orazio & Associates, Inc.29,797
0.0% of portfolio›$412.1K
Wedbush Securities Inc29,575
0.0% of portfolio›$409.0K
Gallacher Capital Management LLC28,562
0.3% of portfolio›$395.0K
Provenance Wealth Advisors, LLC28,404
0.0% of portfolio›$392.8K
Athena Wealth Management, LLC28,028
0.3% of portfolio›$387.6K
Old National Bancorp27,822
0.0% of portfolio›$384.8K
Norden Group LLC27,676
0.0% of portfolio›$382.8K
Everhart Financial Group, Inc.27,551
0.0% of portfolio›$381.0K
PFW Advisors LLC27,344
0.1% of portfolio›$378.2K
QP Wealth Management, LLC27,249
0.6% of portfolio›$376.9K
Grimes & Co Wealth Management, LLC27,200
0.0% of portfolio›$376.2K
Rose Capital Advisors LLC27,170
0.1% of portfolio›$375.8K
Resonant Capital Advisors, LLC26,521
0.0% of portfolio›$366.8K
Syverson Strege & Co26,181
0.1% of portfolio›$362.1K
1834 Investment Advisors Co26,100
0.0% of portfolio›$361.0K
GFS Advisors, LLC26,000
0.0% of portfolio›$360.0K
Latitude Advisors, LLC25,964
0.1% of portfolio›$359.1K
Hennion & Walsh Asset Management, Inc.25,678
0.0% of portfolio›$355.1K
Foster Group, Inc.25,537
0.0% of portfolio›$353.2K
Fiduciary Financial Group, LLC25,164
0.0% of portfolio›$348.0K
First Affirmative Financial Network24,869
0.1% of portfolio›$343.9K
SteelPeak Wealth, LLC24,804
0.0% of portfolio›$343.0K
Crestwood Advisors Group, LLC24,635
0.0% of portfolio›$340.7K
Contravisory Investment Management, Inc.24,405
0.1% of portfolio›$337.5K
Hoxton Planning & Management, LLC24,210
0.1% of portfolio›$334.8K
Snider Financial Group24,079
0.1% of portfolio›$333.0K
Angeles Wealth Management, LLC23,735
0.0% of portfolio›$328.3K
Global Trust Asset Management, LLC23,625
0.1% of portfolio›$326.7K
Nilsine Partners, LLC23,493
0.0% of portfolio›$324.9K
Soltis Investment Advisors LLC23,448
0.0% of portfolio›$324.3K
Eagle Strategies LLC22,905
0.0% of portfolio›$316.8K
Founders Capital Management, LLC22,764
0.0% of portfolio›$314.8K
Sowell Financial Services LLC22,671
0.0% of portfolio›$313.5K
SmartHarvest Portfolios, LLC22,005
0.1% of portfolio›$304.3K
XXI Wealth, LLC21,989
0.1% of portfolio›$304.1K
Sutton Place Investors LLC21,826
0.1% of portfolio›$301.9K
Impact Capital Partners LLC21,399
0.1% of portfolio›$295.9K
Fulcrum Equity Management20,894
0.2% of portfolio›$289.0K
Carter Financial Group, Inc.20,632
0.1% of portfolio›$285.3K
Lavelle Capital LP20,515
0.1% of portfolio›$283.7K
Elevation Point Wealth Partners, LLC20,429
0.0% of portfolio›$282.5K
Quadrant Private Wealth Management, LLC19,394
0.0% of portfolio›$268.2K
Thrivent Financial for Lutherans19,159
0.0% of portfolio›$261
AlphaCore Capital LLC18,854
0.0% of portfolio›$260.8K
Csenge Advisory Group18,798
0.0% of portfolio›$260.0K
Avestar Capital, LLC18,745
0.0% of portfolio›$259.2K
Avidian Wealth Enterprises, LLC18,614
0.0% of portfolio›$257.4K
Cornerstone Wealth Group, LLC18,450
0.0% of portfolio›$255.2K
Kestra Private Wealth Services, LLC18,241
0.0% of portfolio›$252.3K
Avior Wealth Management, LLC18,096
0.0% of portfolio›$250.3K
Diversified Enterprises, LLC17,988
0.0% of portfolio›$248.8K
Victory Financial Group, LLC17,783
0.0% of portfolio›$245.9K
B. Riley Wealth Advisors, Inc.17,697
0.0% of portfolio›$244.8K
Moody National Bank Trust Division17,523
0.0% of portfolio›$242.3K
Nisa Investment Advisors, LLC17,240
0.0% of portfolio›$238.4K
Larson Financial Group LLC16,842
0.0% of portfolio›$232.9K
Certuity, LLC16,477
0.0% of portfolio›$227.9K
Enterprise Financial Services Corp16,403
0.1% of portfolio›$226.9K
VestGen Advisors, LLC16,329
0.0% of portfolio›$225.8K
Curated Wealth Partners LLC16,235
0.0% of portfolio›$224.5K
Walkner Condon Financial Advisors LLC16,176
0.0% of portfolio›$223.7K
Indivisible Partners16,097
0.0% of portfolio›$222.6K
Intergy Private Wealth, LLC15,532
0.0% of portfolio›$214.8K
Patriot Financial Group Insurance Agency, LLC15,068
0.0% of portfolio›$208.4K
Frank, Rimerman Advisors LLC15,067
0.0% of portfolio›$208.4K
Klingman & Associates, LLC14,967
0.0% of portfolio›$207.0K
Investmark Advisory Group LLC14,812
0.1% of portfolio›$204.9K
Symmetry Partners, LLC14,785
0.0% of portfolio›$204.5K
Kingswood Wealth Advisors, LLC14,751
0.0% of portfolio›$204.0K
FAI Advisors, Inc.14,651
0.1% of portfolio›$202.6K
RBA Wealth Management, LLC14,520
0.1% of portfolio›$200.8K
SAX Wealth Advisors, LLC14,479
0.0% of portfolio›$200.2K
Turtle Creek Wealth Advisors, LLC14,403
0.0% of portfolio›$199.2K
Stiles Financial Services Inc14,371
0.1% of portfolio›$198.7K
Interchange Capital Partners, LLC14,332
0.0% of portfolio›$198.2K
August Group Capital Ltd14,309
0.2% of portfolio›$197.9K
World Equity Group, Inc.14,213
0.1% of portfolio›$196.6K
TD Private Client Wealth LLC14,205
0.0% of portfolio›$196.5K
Arlington Capital Management Inc14,150
0.1% of portfolio›$195.7K
Samalin Investment Counsel, LLC14,104
0.1% of portfolio›$195.1K
Nolet Wealth Management, LLC14,095
0.1% of portfolio›$194.9K
Baker Tilly Wealth Management, LLC14,029
0.0% of portfolio›$194.0K
Signature Estate & Investment Advisors LLC14,028
0.0% of portfolio›$194.0K
Gryphon Financial Partners LLC14,011
0.0% of portfolio›$193.8K
OpenArc Corporate Advisory, LLC13,674
0.0% of portfolio›$189.1K
Procyon Advisors, LLC13,482
0.0% of portfolio›$186.5K
RFG Advisory, LLC13,337
0.0% of portfolio›$184.5K
Modera Wealth Management, LLC13,173
0.0% of portfolio›$182.2K
Planned Solutions, Inc.12,996
0.0% of portfolio›$179.7K
Livet Wealth, LLC12,871
0.1% of portfolio›$178.0K
Brookstone Capital Management12,768
0.0% of portfolio›$176.6K
IFP Advisors, Inc12,660
0.0% of portfolio›$175.1K
Owl Creek Wealth Partners LLC12,657
0.0% of portfolio›$175.0K
BIP Wealth, LLC12,526
0.0% of portfolio›$173.2K
Nicholas Hoffman & Company, Llc.12,500
0.0% of portfolio›$172.9K
Activest Wealth Management12,220
0.0% of portfolio›$169.0K
Investment Research Partners LLC11,985
0.1% of portfolio›$165.8K
Hidden Cove Wealth Management, LLC11,964
0.1% of portfolio›$165.5K
Firestone Capital Management11,945
0.0% of portfolio›$165.2K
Founders Grove Wealth Partners, LLC11,803
0.0% of portfolio›$163.2K
Park Capital Management, LLC / WI11,782
0.1% of portfolio›$162.9K
Connecticut Capital Management Group, LLC11,779
0.1% of portfolio›$162.9K
Genesis Private Wealth, LLC11,773
0.0% of portfolio›$162.8K
Summit Wealth Group LLC / Co11,650
0.0% of portfolio›$161.1K
Sunpointe, LLC11,513
0.0% of portfolio›$159.2K
Mlp3, LLC11,475
0.1% of portfolio›$158.7K
Calamos Advisors LLC11,442
0.0% of portfolio›$158.2K
LifeGoal Investments, LLC11,277
0.0% of portfolio›$156.0K
Boltwood Capital Management11,215
0.0% of portfolio›$155.1K
Fragasso Financial Advisors Inc11,171
0.0% of portfolio›$150.7K
Sky Investment Group LLC11,158
0.0% of portfolio›$154.3K
Nova R Wealth, Inc.11,086
0.0% of portfolio›$153.3K
Western Financial Corp11,027
0.1% of portfolio›$152.5K
Aletheian Wealth Advisors LLC10,922
0.1% of portfolio›$151.1K
Commonwealth Financial Services, LLC10,841
0.0% of portfolio›$149.9K
Allen Capital Group, LLC10,829
0.0% of portfolio›$149.8K
Affinity Capital Advisors, LLC10,795
0.0% of portfolio›$145.6K
Echo45 Advisors LLC10,722
0.1% of portfolio›$148.3K
Cardinal Point Capital Management ULC10,675
0.0% of portfolio›$147.6K
Fifth Third Wealth Advisors LLC10,638
0.0% of portfolio›$147.1K
Midwest Trust Co10,582
0.0% of portfolio›$146.3K
JB Capital LLC10,548
0.0% of portfolio›$145.9K
Ferguson Wellman Capital Management, Inc10,529
0.0% of portfolio›$145.6K
71 West Capital Partners10,386
0.0% of portfolio›$143.6K
MW Advisory, LLC10,304
0.1% of portfolio›$142.5K
Farmers & Merchants Investments Inc10,297
0.0% of portfolio›$142.4K
Carrera Capital Advisors10,261
0.0% of portfolio›$141.9K
Foundry Financial Group, Inc.10,241
0.1% of portfolio›$141.6K
Meridian Wealth Management, LLC10,123
0.0% of portfolio›$140.0K
Hamilton Capital, LLC10,106
0.0% of portfolio›$139.8K
Avail Investment Partners, LLC10,018
0.1% of portfolio›$138.5K
Salomon & Ludwin, LLC9,048
0.0% of portfolio›$125.1K
Parkside Financial Bank & Trust8,490
0.0% of portfolio›$117.4K
James T. Borello RIA7,609
0.0% of portfolio›$105.2K
Westside Investment Management, Inc.7,288
0.0% of portfolio›$97.4K
JFS Wealth Advisors, LLC7,242
0.0% of portfolio›$100.2K
True Wealth Design, LLC6,889
0.0% of portfolio›$95.3K
Private Trust Co NA6,721
0.0% of portfolio›$92.9K
Richardson Financial Services Inc.5,954
0.0% of portfolio›$82.3K
Hilton Head Capital Partners, LLC5,838
0.0% of portfolio›$80.7K
Root Financial Partners, LLC5,667
0.0% of portfolio›$78.4K
Foster Dykema Cabot & Partners, LLC5,076
0.0% of portfolio›$70.2K
First Horizon Corp4,687
0.0% of portfolio›$64.8K
Murphy & Mullick Capital Management Corp4,550
0.0% of portfolio›$62.9K
Blue Trust, Inc.4,022
0.0% of portfolio›$55.6K
Hughes Financial Services, LLC3,900
0.0% of portfolio›$45.8K
Grove Bank & Trust3,792
0.0% of portfolio›$52.4K
Financial Consulate, Inc3,129
0.0% of portfolio›$43.3K
Princeton Global Asset Management LLC3,000
0.0% of portfolio›$41.5K
West Financial Advisors, LLC2,998
0.0% of portfolio›$41.5K
Cullen T Bankers, Inc.2,975
0.0% of portfolio›$41.1K
KBC Group NV2,872
0.0% of portfolio›$40.0K
Proathlete Wealth Management LLC2,867
0.0% of portfolio›$39.6K
Washington Trust Advisors, Inc.2,669
0.0% of portfolio›$36.9K
Financial Management Professionals, Inc.2,667
0.0% of portfolio›$36.9K
Lanark Financial, Inc.2,650
0.0% of portfolio›$36.7K
Nova Financial LLC2,638
0.0% of portfolio›$36.5K
Rossby Financial, LCC2,568
0.0% of portfolio›$35.5K
Silver Grove Financial Group, Inc.2,563
0.0% of portfolio›$35.5K
Highline Wealth Partners LLC2,557
0.0% of portfolio›$35.4K
Spire Wealth Management2,556
0.0% of portfolio›$35.3K
Rydar Equities, Inc.2,500
0.0% of portfolio›$34.2K
Compass Financial Management LLC2,431
0.0% of portfolio›$33.6K
Physician Wealth Advisors, Inc.2,404
0.0% of portfolio›$33.2K
Acumen Wealth Advisors, LLC2,348
0.0% of portfolio›$32.5K
SJS Investment Consulting Inc.2,334
0.0% of portfolio›$32.3K
Signature Equity Partners, LLC2,320
0.0% of portfolio›$32.1K
Spurstone Advisory Services, LLC2,268
0.4% of portfolio›$30.1K
Albion Financial Group2,265
0.0% of portfolio›$31.3K
Elyxium Wealth, LLC2,128
0.0% of portfolio›$29.4K
V-Square Quantitative Management LLC2,053
0.0% of portfolio›$28.4K
Essential Partners LLC1,950
0.0% of portfolio›$27.0K
Retirement Wealth Solutions LLC1,836
0.0% of portfolio›$25.4K
Trust Co of Vermont1,758
0.0% of portfolio›$24.3K
Elevation Wealth Partners, LLC1,726
0.0% of portfolio›$23.9K
Cedar Mountain Advisors, LLC1,641
0.0% of portfolio›$22.7K
Manchester Capital Management LLC1,475
0.0% of portfolio›$20.4K
Oakworth Capital, Inc.1,430
0.0% of portfolio›$19.8K
Armstrong Advisory Group, Inc1,400
0.0% of portfolio›$19.4K
Plante Moran Financial Advisors, LLC1,377
0.0% of portfolio›$19.0K
Creative Financial Designs Inc1,331
0.0% of portfolio›$18.4K
Ascentis Wealth Management, LLC1,213
0.0% of portfolio›$16.8K
GHP Investment Advisors, Inc.1,205
0.0% of portfolio›$16.7K
CX Institutional1,195
0.0% of portfolio›$17
Ares Financial Consulting, LLC1,045
0.0% of portfolio›$14.5K
Valley National Advisers Inc1,043
0.0% of portfolio›$14.4K
Bell Investment Advisors, Inc1,041
0.0% of portfolio›$14.4K
Wolverine Asset Management LLC1,007
0.0% of portfolio›$13.9K
Brown, Lisle Ings, Inc.952
0.0% of portfolio›$13.2K
WPG Advisers, LLC952
0.0% of portfolio›$13.2K
UMB Private Wealth Management, LLC936
0.0% of portfolio›$12.9K
Triumph Capital Management912
0.0% of portfolio›$12.6K
New England Capital Financial Advisors LLC900
0.0% of portfolio›$12.4K
Curat Global, LLC873
0.0% of portfolio›$12.1K
Bangor Savings Bank821
0.0% of portfolio›$11.4K
Wolff Wiese Magana LLC741
0.0% of portfolio›$10.2K
Jnba Financial Advisors703
0.0% of portfolio›$9.7K
MV Capital Management, Inc.679
0.0% of portfolio›$9.4K
Halbert Hargrove Global Advisors, LLC676
0.0% of portfolio›$9.4K
Independence Bank of Kentucky674
0.0% of portfolio›$9.3K
Cape Investment Advisory, Inc.673
0.0% of portfolio›$9.3K
Mainstream Capital Management LLC655
0.0% of portfolio›$9.1K
Planning Strategies Inc.647
0.0% of portfolio›$8.9K
Main Street Group, LTD633
0.0% of portfolio›$8.8K
Private Wealth Management Group, LLC573
0.0% of portfolio›$7.9K
Nemes Rush Group LLC572
0.0% of portfolio›$7.9K
Fortitude Family Office, LLC570
0.0% of portfolio›$7.9K
Compass Wealth Management LLC532
0.0% of portfolio›$7.4K
Paladin Partners, LLC510
0.0% of portfolio›$7.1K
United Financial Planning Group LLC492
0.0% of portfolio›$6.8K
North Star Investment Management Corp.484
0.0% of portfolio›$6.7K
Montag A & Associates Inc453
0.0% of portfolio›$6.3K
Asset Dedication, LLC451
0.0% of portfolio›$6.2K
Next Level Wealth Planning, LLC445
0.0% of portfolio›$6.2K
PFS Partners, LLC420
0.0% of portfolio›$5.8K
American Capital Advisory, LLC406
0.0% of portfolio›$5.6K
Burk Holdings LLC386
0.0% of portfolio›$5.3K
Toth Financial Advisory Corp380
0.0% of portfolio›$5.3K
Markowski Investments345
0.0% of portfolio›$4.8K
Elevated Capital Advisors, LLC333
0.0% of portfolio›$4.6K
Barrett & Company, Inc.308
0.0% of portfolio›$4.3K
Hartford Financial Management Inc.308
0.0% of portfolio›$4.3K
Financial Network Wealth Advisors LLC296
0.0% of portfolio›$4.1K
GK Wealth Management LLC280
0.0% of portfolio›$3.9K
Covestor Ltd269
0.0% of portfolio›$4
Trifecta Capital Advisors, LLC235
0.0% of portfolio›$3.3K
Monetary Solutions, Ltd209
0.0% of portfolio›$2.9K
Wilmington Savings Fund Society, FSB194
0.0% of portfolio›$2.7K
Caldwell Trust Co187
0.0% of portfolio›$2.6K
High Note Wealth, LLC182
0.0% of portfolio›$2.5K
Lodestone Wealth Management LLC178
0.0% of portfolio›$2.5K
Center for Financial Planning, Inc.167
0.0% of portfolio›$2.3K
Eastern Bank166
0.0% of portfolio›$2.3K
Pension & Wealth Management Advisors, Inc.165
0.0% of portfolio›$2.3K
Cassaday & Co Wealth Management LLC146
0.0% of portfolio›$2.0K
Noble Wealth Management PBC117
0.0% of portfolio›$1.6K
NBT Bank, N.A.112
0.0% of portfolio›$1.5K
CoreCap Advisors, LLC104
0.0% of portfolio›$1.4K
Mosley Wealth Management101
0.0% of portfolio›$1.4K
Atlantic Edge Private Wealth Management, LLC100
0.0% of portfolio›$1.4K
Costello Asset Management, Inc100
0.0% of portfolio›$1.4K
Trust Co98
0.0% of portfolio›$1.4K
Avion Wealth96
0.0% of portfolio›$1
Godsey & Gibb, Inc93
0.0% of portfolio›$1.3K
Decker Retirement Planning Inc.93
0.0% of portfolio›$1.3K
Nvest Wealth Strategies, Inc.84
0.0% of portfolio›$1.2K
Gilpin Wealth Management, LLC75
0.0% of portfolio›$1.0K
DiNuzzo Private Wealth, Inc.70
0.0% of portfolio›$969
StrongBox Wealth, LLC68
0.0% of portfolio›$940
Golden State Wealth Management, LLC63
0.0% of portfolio›$871
Marquette Asset Management, LLC59
0.0% of portfolio›$816
Birch Financial Group, LLC59
0.0% of portfolio›$815
Hager Investment Management Services, LLC59
0.0% of portfolio›$816
Thurston, Springer, Miller, Herd & Titak, Inc.51
0.0% of portfolio›$705
West Branch Capital LLC37
0.0% of portfolio›$518
Bay Harbor Wealth Management, LLC32
0.0% of portfolio›$443
Community Financial Services Group, LLC25
0.0% of portfolio›$332
Kelleher Financial Advisors24
0.0% of portfolio›$332
Torren Management, LLC22
0.0% of portfolio›$300
Creative Capital Management Investments LLC7
0.0% of portfolio›$97
Dhjj Financial Advisors, Ltd.2
0.0% of portfolio›$28
Downshift Financial, LLC2
0.0% of portfolio›$28
StyleTurnoverLocationFiled
Mondrian Investment Partners LTD
18,752,657$259.3M4.8%YieldMediumLondon, United Kingdom2026-10-23
Dimensional Fund Advisors LP
17,283,660$239.0M0.0%IndexLowAustin, TX2026-11-04
Todd Asset Management LLC
5,064,127$70.0M1.3%ValueMediumLouisville, KY2026-10-27
Creative Planning
3,173,657$43.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Bank of New York Mellon Corp
2,035,428$28.1M0.0%CoreLowNew York, NY2026-11-05
Citigroup Inc
1,591,933$22.0M0.0%CoreMediumNew York, NY2026-11-04
Crossmark Global Holdings, Inc.
943,447$13.0M0.2%GARPMediumHouston, TX2026-10-21
US Bancorp \de\
709,131$9.8M0.0%IndexLowMinneapolis, MN2026-11-05
Quadrant Capital Group LLC
554,342$7.5M0.2%CoreLowCincinnati, OH2026-10-20
Factory Mutual Insurance Co
515,311$7.1M0.1%GrowthLowWaltham, MA2026-10-30
Assetmark, Inc
498,683$6.9M0.0%ETFLowConcord, CA2026-10-21
Ethic Inc.
469,679$6.5M0.1%CoreLowNew York, NY2026-11-03
Calamos Wealth Management LLC
409,929$5.7M0.2%GrowthMediumNaperville, IL2026-11-02
Signaturefd, LLC
408,703$5.7M0.1%IndexLowAtlanta, GA2026-10-23
Park Avenue Securities LLC
395,076$5.5M0.1%ETFMediumNew York, NY2026-10-26
Eagle Global Advisors LLC
367,505$5.1M0.2%CoreLowHouston, TX2026-11-02
Vise Technologies, Inc.
327,386$4.5M0.0%IndexLowNew York, NY2026-10-29
Compound Planning, Inc.
301,818$4.2M0.1%CoreLowNew York, NY2026-11-05
Commonwealth Equity Services, LLC
298,983$4.1M0.0%ETFLowWaltham, MA2026-11-02
Mitchell Capital Management Co
298,723$4.1M0.6%MomentumMediumLeawood, KS2026-10-29
Wealth Enhancement Advisory Services, LLC
290,842$3.3M0.0%CoreLowPlymouth, MN2026-10-13
Prospera Financial Services Inc
290,201$3.2M0.0%CoreMediumDallas, TX2026-11-04
Evergreen Capital Management LLC
288,546$4.0M0.1%GARPMediumBellevue, WA2026-10-23
Oppenheimer Asset Management Inc.
277,634$3.8M0.0%CoreMediumNew York, NY2026-10-27
CIBC Asset Management Inc
259,243$3.6M0.0%GARPLowToronto, South Africa2026-11-05
Pekin Hardy Strauss, Inc.
256,219$3.5M0.3%ValueMediumChicago, IL2026-11-02
Oppenheimer & Co Inc
223,814$3.1M0.0%CoreLowNew York, NY2026-10-26
Americana Partners, LLC
221,304$3.1M0.1%CoreMediumHouston, TX2026-10-28
Allspring Global Investments Holdings, LLC
219,431$2.9M0.0%CoreMediumCharlotte, NC2026-11-04
Choreo, LLC
211,372$2.9M0.0%IndexLowRockford, IL2026-10-28
Aaron Wealth Advisors LLC
209,921$2.9M0.1%GrowthMediumChicago, IL2026-10-13
Keybank National Association
204,031$2.8M0.0%CoreLowBrooklyn, OH2026-11-04
HB Wealth Management, LLC
183,234$2.5M0.0%IndexVery LowAtlanta, GA2026-10-23
Truist Financial Corp
173,651$2.4M0.0%CoreLowCharlotte, NC2026-10-30
Atria Investments, Inc
169,163$2.3M0.0%CoreMediumCharlotte, NC2026-10-15
Verdence Capital Advisors LLC
158,347$2.2M0.1%CoreMediumHunt Valley, MD2026-10-26
Lido Advisors, LLC
150,250$2.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Pinnacle Associates LTD
129,779$1.8M0.0%CoreLowNew York, NY2026-10-20
Venture Visionary Partners LLC
127,916$1.8M0.0%CoreLowSylvania, OH2026-10-07
Burkett Asset Management Ltd
126,210$1.7M1.6%ValueMediumVictoria, UAE2026-10-13
Lockheed Martin Investment Management Co
125,880$1.7M0.1%GrowthMediumBethesda, MD2026-11-04
Arlington Trust Co LLC
125,283$1.7M0.1%ETFMediumBirmingham, AL2026-10-20
Gateway Investment Advisers LLC
124,862$1.7M0.0%GrowthLowCincinnati, OH2026-10-13
Kathmere Capital Management, LLC
121,252$1.7M0.1%ETFLowWayne, PA2026-10-20
Parallel Advisors, LLC
119,813$1.7M0.0%IndexLowSan Francisco, CA2026-11-03
Gamma Investing LLC
109,973$1.5M0.1%IndexVery LowFoster City, CA2026-10-08
Farther Finance Advisors, LLC
109,477$1.5M0.0%IndexLowSan Francisco, CA2026-10-08
Themes Management Co LLC
107,714$1.5M1.0%GARPMediumGreenwich, CT2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
106,876$1.5M0.0%GrowthVery LowSeattle, WA2026-10-27
Fifth Third Bancorp
103,959$1.4M0.0%IndexVery LowCincinnati, OH2026-11-05
Versant Capital Management, Inc
98,834$1.4M0.1%GARPLowPhoenix, AZ2026-10-02
Greenleaf Trust
98,037$1.4M0.0%CoreLowKalamazoo, MI2026-10-29
Baron Wealth Management LLC
95,113$1.3M0.3%CoreLowTroy, MI2026-10-27
Mather Group, Llc.
94,972$1.3M0.0%ETFMediumChicago, IL2026-10-14
Arizona State Retirement System
91,068$1.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
Sagespring Wealth Partners, LLC
90,837$1.3M0.0%ETFLowFranklin, TN2026-10-22
State of New Jersey Common Pension Fund D
81,322$1.1M0.0%CoreLowTrenton, NJ2026-11-05
Apollon Wealth Management, LLC
80,406$1.1M0.0%GrowthLowMount Pleasant, SC2026-10-23
Regions Financial Corp
79,872$1.1M0.0%CoreLowBirmingham, AL2026-11-05
Cambridge Investment Research Advisors, Inc.
77,922$1.1M0.0%ETFLowFairfield, IA2026-11-02
Independent Financial Group, LLC
77,091$1.1M0.0%GrowthLowSan Diego, CA2026-10-13
Highland Capital Management, LLC
75,525$1.0M0.0%GrowthMediumMemphis, TN2026-10-26
Ashton Thomas Private Wealth, LLC
75,504$1.0M0.0%CoreMediumScottsdale, AZ2026-11-03
HUB Investment Partners, LLC
74,731$1.0M0.0%GrowthLowAustin, TX2026-11-03
Orange Investment Advisors, Inc.
74,401$1.0M0.1%CoreLowGoshen, NY2026-10-23
Abel Hall, LLC
73,648$1.0M0.2%CoreMediumBaton Rouge, LA2026-10-19
Ascentis Independent Advisors
72,774$1.0M0.1%ETFLowDallas, TX2026-11-03
Xponance LLC
72,048$996.4K0.0%IndexVery LowPhiladelphia, PA2026-11-03
PDS Planning, Inc
67,834$938.1K0.1%IndexVery LowDublin, OH2026-11-03
Legacy Wealth Asset Management, LLC
67,455$932.9K0.2%GARPMediumWoodbury, MN2026-10-09
Kestra Advisory Services, LLC
67,229$929.8K0.0%CoreLowAustin, TX2026-11-02
Leuthold Group, LLC
67,213$929.6K0.1%ValueMediumMinneapolis, MN2026-11-04
Five Oceans Advisors
65,502$905.9K0.3%ETFVery LowCarlsbad, CA2026-10-22
Orca Wealth Management, LLC
65,283$902.9K0.5%GARPLowNew Port Richey, FL2026-10-14
TD Waterhouse Canada Inc.
64,762$860.2K0.0%CoreLowToronto, Australia2026-10-16
Ascent Group, LLC
64,330$889.7K0.0%CoreLowVirginia Beach, VA2026-10-30
Marks Group Wealth Management, Inc
63,259$874.9K0.1%CoreMediumMinnetonka, MN2026-11-05
Trust Point Inc.
62,477$864.1K0.1%CoreMediumLa Crosse, WI2026-10-27
Pinnacle Wealth Planning Services, Inc.
62,368$862.5K0.1%GARPLowMansfield, OH2026-10-27
Aprio Wealth Management, LLC
60,792$840.8K0.0%ETFMediumAtlanta, GA2026-10-28
Focused Wealth Management, Inc
59,451$822.2K0.1%ETFLowNewburgh, NY2026-10-30
LVW Advisors, LLC
59,248$819.4K0.1%CoreMediumPittsford, NY2026-10-19
Valeo Financial Advisors, LLC
57,781$799.1K0.0%ETFLowCarmel, IN2026-10-08
Stablepoint Partners, LLC
57,175$790.7K0.1%CoreLowBraintree, MA2026-11-03
May Hill Capital, LLC
57,100$789.7K0.2%ETFLowCohasset, MA2026-11-03
Sage Rhino Capital LLC
56,263$778.1K0.1%ETFLowMenlo Park, CA2026-10-28
Tompkins Financial Corp
55,849$772.4K0.1%CoreLowIthaca, NY2026-10-05
John G Ullman & Associates Inc
53,920$745.7K0.1%CoreLowCorning, NY2026-11-04
Imc-Chicago, LLC
52,292$723.2K0.0%GARPVery HighChicago, IL2026-11-05
SeaCrest Wealth Management, LLC
52,204$722.0K0.1%GrowthLowPurchase, NY2026-10-21
Portside Wealth Group, LLC
49,701$687.4K0.1%CoreMediumProvo, UT2026-10-20
NorthCrest Asset Manangement, LLC
49,536$667.7K0.0%GrowthLowPlymouth, MN2026-10-13
Anchyra Partners LLC
49,473$684.2K0.1%CoreLowAtlanta, GA2026-10-13
Dynamic Advisor Solutions LLC
48,378$669.1K0.0%ETFLowPhoenix, AZ2026-10-13
Florida Trust Wealth Management Co
48,222$666.9K0.0%CoreVery LowSanibel, FL2026-11-05
Gibbs Wealth Management
48,093$665.1K0.1%CoreLowAlpharetta, GA2026-10-22
Greenspring Advisors, LLC
48,016$664.1K0.0%ETFVery LowTowson, MD2026-11-05
Wedmont Private Capital
46,644$628.8K0.0%IndexVery LowWest Chester, PA2026-10-09
Concurrent Investment Advisors, LLC
45,846$634.1K0.0%GrowthMediumTampa, FL2026-10-16
55 North Private Wealth, LLC
45,499$629.3K0.1%ETFLowWinter Park, FL2026-10-20
J.Safra Asset Management Corp
44,882$620.7K0.0%ETFLowNew York, NY2026-11-03
Riversedge Advisors, LLC
44,880$620.7K0.1%ETFMediumWilmington, DE2026-10-09
Diversify Wealth Management, LLC
44,403$597.7K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
44,403$597.7K0.0%GrowthLowSandy, UT2026-10-20
Axxcess Wealth Management, LLC
43,818$606.0K0.0%CoreLowCarlsbad, CA2026-10-21
Sovran Advisors, LLC
43,537$511.6K0.0%ETFMediumSan Diego, CA2026-11-02
EverSource Wealth Advisors, LLC
42,550$588.5K0.0%CoreMediumBirmingham, AL2026-11-04
MGO One Seven LLC
42,268$584.6K0.0%GrowthLowBeachwood, OH2026-10-28
Traveka Wealth, LLC
40,282$557.1K0.2%ETFLowLos Altos, CA2026-10-19
Yousif Capital Management, LLC
39,867$551.4K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Prime Capital Investment Advisors, LLC
38,298$529.7K0.0%ETFLowOverland Park, KS2026-10-20
Waterfront Wealth Inc.
37,670$494.8K0.1%ValueLowOverland Park, KS2026-11-03
SYM Financial Corp
37,476$518.3K0.0%ETFVery LowWinona Lake, IN2026-10-26
Cromwell Holdings LLC
36,816$509.2K0.2%IndexLowJackson, WY2026-10-28
Perigon Wealth Management, LLC
35,897$496.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Brighton Jones LLC
35,565$491.9K0.0%CoreVery LowSeattle, WA2026-11-03
Seven Mile Advisory
34,862$482.1K0.3%GrowthLowTallahassee, FL2026-10-22
Archford Capital Strategies, LLC
32,938$455.5K0.0%GrowthMediumSwansea, IL2026-10-19
D'Orazio & Associates, Inc.
29,797$412.1K0.0%ETFLowVienna, VA2026-11-04
Wedbush Securities Inc
29,575$409.0K0.0%CoreLowPasadena, CA2026-10-22
Gallacher Capital Management LLC
28,562$395.0K0.3%ValueMediumLone Tree, CO2026-10-30
Provenance Wealth Advisors, LLC
28,404$392.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Athena Wealth Management, LLC
28,028$387.6K0.3%GARPMediumReno, NV2026-10-09
Old National Bancorp
27,822$384.8K0.0%CoreLowEvansville, IN2026-10-20
Norden Group LLC
27,676$382.8K0.0%GrowthMediumProvo, UT2026-10-20
Everhart Financial Group, Inc.
27,551$381.0K0.0%ETFLowDublin, OH2026-10-08
PFW Advisors LLC
27,344$378.2K0.1%CoreLowAtlanta, GA2026-10-07
QP Wealth Management, LLC
27,249$376.9K0.6%GrowthHighBoca Raton, FL2026-10-20
Grimes & Co Wealth Management, LLC
27,200$376.2K0.0%CoreLowWestborough, MA2026-10-29
Rose Capital Advisors LLC
27,170$375.8K0.1%ETFN/AMiami Beach, FL2026-11-04
Resonant Capital Advisors, LLC
26,521$366.8K0.0%ETFLowMadison, WI2026-10-15
Syverson Strege & Co
26,181$362.1K0.1%ETFVery LowWest Des Moines, IA2026-11-02
1834 Investment Advisors Co
26,100$361.0K0.0%ValueLowMilwaukee, WI2026-10-16
GFS Advisors, LLC
26,000$360.0K0.0%CoreLowHouston, TX2026-11-03
Latitude Advisors, LLC
25,964$359.1K0.1%ETFLowYorkville, IL2026-10-27
Hennion & Walsh Asset Management, Inc.
25,678$355.1K0.0%ValueMediumParsippany, NJ2026-10-13
Foster Group, Inc.
25,537$353.2K0.0%ETFVery LowUrbandale, IA2026-10-13
Fiduciary Financial Group, LLC
25,164$348.0K0.0%ETFLowSan Rafael, CA2026-10-13
First Affirmative Financial Network
24,869$343.9K0.1%CoreN/AColorado Springs, CO2026-10-21
SteelPeak Wealth, LLC
24,804$343.0K0.0%GrowthHighWoodland Hills, CA2026-10-16
Crestwood Advisors Group, LLC
24,635$340.7K0.0%GrowthLowBoston, MA2026-10-27
Contravisory Investment Management, Inc.
24,405$337.5K0.1%MomentumHighNorwell, MA2026-10-13
Hoxton Planning & Management, LLC
24,210$334.8K0.1%ETFLowShepherdstown, WV2026-10-15
Snider Financial Group
24,079$333.0K0.1%GrowthLowBellevue, WA2026-10-16
Angeles Wealth Management, LLC
23,735$328.3K0.0%ETFLowSanta Monica, CA2026-10-26
Global Trust Asset Management, LLC
23,625$326.7K0.1%GrowthMediumPalm Beach Gardens, FL2026-10-19
Nilsine Partners, LLC
23,493$324.9K0.0%CoreMediumGreenwood Village, CO2026-11-02
Soltis Investment Advisors LLC
23,448$324.3K0.0%CoreMediumSt. George, UT2026-10-28
Eagle Strategies LLC
22,905$316.8K0.0%ETFLowNew York, NY2026-10-16
Founders Capital Management, LLC
22,764$314.8K0.0%CoreVery LowHartford, CT2026-10-23
Sowell Financial Services LLC
22,671$313.5K0.0%CoreLowNorth Little Rock, AR2026-10-23
SmartHarvest Portfolios, LLC
22,005$304.3K0.1%GrowthLowSeattle, WA2026-10-26
XXI Wealth, LLC
21,989$304.1K0.1%GrowthLowChicago, IL2026-10-22
Sutton Place Investors LLC
21,826$301.9K0.1%ETFLowArmonk, NY2026-10-20
Impact Capital Partners LLC
21,399$295.9K0.1%GrowthLowGreenwood Village, CO2026-10-22
Fulcrum Equity Management
20,894$289.0K0.2%GrowthHighPlano, TX2026-10-21
Carter Financial Group, Inc.
20,632$285.3K0.1%GrowthLowBarrington, IL2026-10-21
Lavelle Capital LP
20,515$283.7K0.1%GrowthHighSan Francisco, CA2026-11-03
Elevation Point Wealth Partners, LLC
20,429$282.5K0.0%CoreHighDenver, CO2026-11-05
Quadrant Private Wealth Management, LLC
19,394$268.2K0.0%GrowthLowCenter Valley, PA2026-11-04
Thrivent Financial for Lutherans
19,159$2610.0%GARPMediumMinneapolis, MN2026-11-05
AlphaCore Capital LLC
18,854$260.8K0.0%ETFLowLa Jolla, CA2026-11-04
Csenge Advisory Group
18,798$260.0K0.0%ETFMediumClearwater, FL2026-11-04
Avestar Capital, LLC
18,745$259.2K0.0%GrowthLowNew York, NY2026-10-28
Avidian Wealth Enterprises, LLC
18,614$257.4K0.0%ETFLowHouston, TX2026-10-08
Cornerstone Wealth Group, LLC
18,450$255.2K0.0%CoreMediumHuntersville, NC2026-11-02
Kestra Private Wealth Services, LLC
18,241$252.3K0.0%GrowthLowAustin, TX2026-10-30
Avior Wealth Management, LLC
18,096$250.3K0.0%ETFMediumOmaha, NE2026-10-13
Diversified Enterprises, LLC
17,988$248.8K0.0%ETFVery LowWilmington, DE2026-10-19
Victory Financial Group, LLC
17,783$245.9K0.0%ETFLowAustin, TX2026-10-27
B. Riley Wealth Advisors, Inc.
17,697$244.8K0.0%GrowthLowMemphis, TN2026-10-13
Moody National Bank Trust Division
17,523$242.3K0.0%CoreMediumGalveston, TX2026-10-06
Nisa Investment Advisors, LLC
17,240$238.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Larson Financial Group LLC
16,842$232.9K0.0%GrowthLowSt Louis, MO2026-11-05
Certuity, LLC
16,477$227.9K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Enterprise Financial Services Corp
16,403$226.9K0.1%CoreVery LowClayton, MO2026-11-03
VestGen Advisors, LLC
16,329$225.8K0.0%GrowthMediumChicago, IL2026-10-27
Curated Wealth Partners LLC
16,235$224.5K0.0%GARPLowEl Segundo, CA2026-10-15
Walkner Condon Financial Advisors LLC
16,176$223.7K0.0%ETFLowVerona, WI2026-11-02
Indivisible Partners
16,097$222.6K0.0%GrowthMediumClearwater, FL2026-10-26
Intergy Private Wealth, LLC
15,532$214.8K0.0%ETFVery LowColorado Springs, CO2026-10-16
Patriot Financial Group Insurance Agency, LLC
15,068$208.4K0.0%GrowthLowWalpole, MA2026-10-14
Frank, Rimerman Advisors LLC
15,067$208.4K0.0%GrowthLowPalo Alto, CA2026-10-16
Klingman & Associates, LLC
14,967$207.0K0.0%ETFVery LowNew York, NY2026-10-20
Investmark Advisory Group LLC
14,812$204.9K0.1%ETFVery LowShelton, CT2026-10-27
Symmetry Partners, LLC
14,785$204.5K0.0%ETFLowGlastonbury, CT2026-10-27
Kingswood Wealth Advisors, LLC
14,751$204.0K0.0%GrowthLowSan Diego, CA2026-10-23
FAI Advisors, Inc.
14,651$202.6K0.1%GrowthLowFarmington Hills, MI2026-10-27
RBA Wealth Management, LLC
14,520$200.8K0.1%ValueMediumNewport Beach, CA2026-10-28
SAX Wealth Advisors, LLC
14,479$200.2K0.0%ETFVery LowParsippany, NJ2026-10-13
Turtle Creek Wealth Advisors, LLC
14,403$199.2K0.0%GrowthLowDallas, TX2026-10-15
Stiles Financial Services Inc
14,371$198.7K0.1%GrowthLowEdina, MN2026-10-30
Interchange Capital Partners, LLC
14,332$198.2K0.0%GrowthLowPittsburgh, PA2026-10-28
August Group Capital Ltd
14,309$197.9K0.2%GrowthMediumToronto, Australia2026-10-14
World Equity Group, Inc.
14,213$196.6K0.1%GrowthMediumSchaumburg, IL2026-10-14
TD Private Client Wealth LLC
14,205$196.5K0.0%ETFLowNew York, NY2026-10-28
Arlington Capital Management Inc
14,150$195.7K0.1%GARPHighArlington Heights, IL2026-10-30
Samalin Investment Counsel, LLC
14,104$195.1K0.1%YieldMediumChappaqua, NY2026-10-23
Nolet Wealth Management, LLC
14,095$194.9K0.1%ETFMediumFort Worth, TX2026-10-15
Baker Tilly Wealth Management, LLC
14,029$194.0K0.0%GrowthLowMadison, WI2026-10-05
Signature Estate & Investment Advisors LLC
14,028$194.0K0.0%ETFMediumLos Angeles, CA2026-10-13
Gryphon Financial Partners LLC
14,011$193.8K0.0%IndexLowColumbus, OH2026-11-04
OpenArc Corporate Advisory, LLC
13,674$189.1K0.0%GrowthLowAtlanta, GA2026-10-21
Procyon Advisors, LLC
13,482$186.5K0.0%CoreVery LowShelton, CT2026-10-21
RFG Advisory, LLC
13,337$184.5K0.0%ETFMediumBirmingham, AL2026-11-03
Modera Wealth Management, LLC
13,173$182.2K0.0%ETFVery LowWestwood, NJ2026-10-28
Planned Solutions, Inc.
12,996$179.7K0.0%ETFLowFolsom, CA2026-10-19
Livet Wealth, LLC
12,871$178.0K0.1%ETFLowSpanish Fork, UT2026-10-27
Brookstone Capital Management
12,768$176.6K0.0%ETFMediumWheaton, IL2026-10-22
IFP Advisors, Inc
12,660$175.1K0.0%GrowthLowTampa, FL2026-10-16
Owl Creek Wealth Partners LLC
12,657$175.0K0.0%IndexLowGreenwood Village, CO2026-10-20
BIP Wealth, LLC
12,526$173.2K0.0%ETFMediumAtlanta, GA2026-10-22
Nicholas Hoffman & Company, Llc.
12,500$172.9K0.0%ETFVery LowAtlanta, GA2026-10-30
Activest Wealth Management
12,220$169.0K0.0%ETFLowAventura, FL2026-10-15
Investment Research Partners LLC
11,985$165.8K0.1%CoreLowLemont, PA2026-10-19
Hidden Cove Wealth Management, LLC
11,964$165.5K0.1%GrowthHighBainbridge Island, WA2026-10-19
Firestone Capital Management
11,945$165.2K0.0%ETFVery LowSouth Miami, FL2026-11-03
Founders Grove Wealth Partners, LLC
11,803$163.2K0.0%ETFLowRichmond, VA2026-10-16
Park Capital Management, LLC / WI
11,782$162.9K0.1%GrowthHighMadison, WI2026-10-13
Connecticut Capital Management Group, LLC
11,779$162.9K0.1%GrowthLowMilford, CT2026-10-29
Genesis Private Wealth, LLC
11,773$162.8K0.0%ETFLowAshburn, VA2026-11-02
Summit Wealth Group LLC / Co
11,650$161.1K0.0%ETFHighColorado Springs, CO2026-10-29
Sunpointe, LLC
11,513$159.2K0.0%GrowthMediumSt. Louis, MO2026-10-22
Mlp3, LLC
11,475$158.7K0.1%CoreVery LowLinwood, NJ2026-10-22
Calamos Advisors LLC
11,442$158.2K0.0%GrowthMediumNaperville, IL2026-11-02
LifeGoal Investments, LLC
11,277$156.0K0.0%ETFLowSaratoga Springs, NY2026-10-09
Boltwood Capital Management
11,215$155.1K0.0%ETFVery LowWalnut Creek, CA2026-10-02
Fragasso Financial Advisors Inc
11,171$150.7K0.0%ETFLowSewickley, PA2026-10-13
Sky Investment Group LLC
11,158$154.3K0.0%CoreVery LowHartford, CT2026-10-30
Nova R Wealth, Inc.
11,086$153.3K0.0%ETFLowOverland Park, KS2026-10-26
Western Financial Corp
11,027$152.5K0.1%MomentumHighSan Diego, CA2026-10-14
Aletheian Wealth Advisors LLC
10,922$151.1K0.1%ETFVery LowBellevue, WA2026-10-08
Commonwealth Financial Services, LLC
10,841$149.9K0.0%ETFMediumVienna, WV2026-10-20
Allen Capital Group, LLC
10,829$149.8K0.0%CoreLowGrand Island, NE2026-10-27
Affinity Capital Advisors, LLC
10,795$145.6K0.0%ETFLowBerkeley, CA2026-10-13
Echo45 Advisors LLC
10,722$148.3K0.1%ETFLowWalnut Creek, CA2026-10-07
Cardinal Point Capital Management ULC
10,675$147.6K0.0%ValueLowToronto, Australia2026-10-21
Fifth Third Wealth Advisors LLC
10,638$147.1K0.0%IndexVery LowCincinnati, OH2026-10-22
Midwest Trust Co
10,582$146.3K0.0%CoreLowOverland Park, KS2026-10-22
JB Capital LLC
10,548$145.9K0.0%ETFMediumWethersfield, CT2026-10-19
Ferguson Wellman Capital Management, Inc
10,529$145.6K0.0%CoreLowPortland, OR2026-10-05
71 West Capital Partners
10,386$143.6K0.0%IndexVery LowBoston, MA2026-11-04
MW Advisory, LLC
10,304$142.5K0.1%CoreN/AAtlanta, GA2026-10-19
Farmers & Merchants Investments Inc
10,297$142.4K0.0%CoreVery LowLincoln, NE2026-10-22
Carrera Capital Advisors
10,261$141.9K0.0%ETFMediumTroy, MI2026-11-03
Foundry Financial Group, Inc.
10,241$141.6K0.1%ETFLowLaconia, NH2026-10-28
Meridian Wealth Management, LLC
10,123$140.0K0.0%GrowthLowLexington, KY2026-11-05
Hamilton Capital, LLC
10,106$139.8K0.0%ETFVery LowColumbus, OH2026-10-08
Avail Investment Partners, LLC
10,018$138.5K0.1%CoreMediumLemont, PA2026-10-16
Salomon & Ludwin, LLC
9,048$125.1K0.0%ETFVery LowRichmond, VA2026-10-29
Parkside Financial Bank & Trust
8,490$117.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
James T. Borello RIA
7,609$105.2K0.0%ETFVery LowEast Dundee, IL2026-10-16
Westside Investment Management, Inc.
7,288$97.4K0.0%GrowthLowSanta Monica, CA2026-11-02
JFS Wealth Advisors, LLC
7,242$100.2K0.0%ETFVery LowHermitage, PA2026-11-03
True Wealth Design, LLC
6,889$95.3K0.0%ETFMediumAkron, OH2026-10-13
Private Trust Co NA
6,721$92.9K0.0%CoreLowCleveland, OH2026-10-20
Richardson Financial Services Inc.
5,954$82.3K0.0%GrowthMediumMedway, MA2026-10-30
Hilton Head Capital Partners, LLC
5,838$80.7K0.0%CoreMediumHilton Head Island, SC2026-10-23
Root Financial Partners, LLC
5,667$78.4K0.0%ETFMediumEncinitas, CA2026-10-21
Foster Dykema Cabot & Partners, LLC
5,076$70.2K0.0%GrowthLowWaltham, MA2026-10-30
First Horizon Corp
4,687$64.8K0.0%CoreLowMemphis, TN2026-10-26
Murphy & Mullick Capital Management Corp
4,550$62.9K0.0%GrowthLowSmithtown, NY2026-11-02
Blue Trust, Inc.
4,022$55.6K0.0%ETFLowBrentwood, TN2026-10-15
Hughes Financial Services, LLC
3,900$45.8K0.0%ETFLowHerndon, VA2026-10-30
Grove Bank & Trust
3,792$52.4K0.0%ETFLowMiami, FL2026-10-08
Financial Consulate, Inc
3,129$43.3K0.0%ETFLowHunt Valley, MD2026-10-23
Princeton Global Asset Management LLC
3,000$41.5K0.0%GrowthLowPrinceton, NJ2026-10-21
West Financial Advisors, LLC
2,998$41.5K0.0%ETFLowDes Moines, IA2026-10-22
Cullen T Bankers, Inc.
2,975$41.1K0.0%GrowthLowSan Antonio, TX2026-10-28
KBC Group NV
2,872$40.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Proathlete Wealth Management LLC
2,867$39.6K0.0%ETFVery LowBoca Raton, FL2026-10-15
Washington Trust Advisors, Inc.
2,669$36.9K0.0%GrowthLowWellesley, MA2026-10-22
Financial Management Professionals, Inc.
2,667$36.9K0.0%ETFMediumAustin, TX2026-10-23
Lanark Financial, Inc.
2,650$36.7K0.0%CoreMediumBirmingham, AL2026-10-26
Nova Financial LLC
2,638$36.5K0.0%N/AN/ATucson, AZ2026-11-04
Rossby Financial, LCC
2,568$35.5K0.0%ETFMediumMelbourne, FL2026-11-05
Silver Grove Financial Group, Inc.
2,563$35.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Highline Wealth Partners LLC
2,557$35.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
Spire Wealth Management
2,556$35.3K0.0%GrowthMediumMclean, VA2026-10-30
Rydar Equities, Inc.
2,500$34.2K0.0%CoreVery LowWeatherford, TX2026-10-13
Compass Financial Management LLC
2,431$33.6K0.0%CoreN/ATampa, FL2026-10-30
Physician Wealth Advisors, Inc.
2,404$33.2K0.0%ETFMediumMidvale, UT2026-10-20
Acumen Wealth Advisors, LLC
2,348$32.5K0.0%GrowthHighChattanooga, TN2026-11-05
SJS Investment Consulting Inc.
2,334$32.3K0.0%ETFVery LowSylvania, OH2026-10-26
Signature Equity Partners, LLC
2,320$32.1K0.0%GrowthMediumColumbus, OH2026-10-29
Spurstone Advisory Services, LLC
2,268$30.1K0.4%CoreLowHigganum, CT2026-11-02
Albion Financial Group
2,265$31.3K0.0%GrowthLowSalt Lake City, UT2026-10-21
Elyxium Wealth, LLC
2,128$29.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
V-Square Quantitative Management LLC
2,053$28.4K0.0%CoreLowChicago, IL2026-10-15
Essential Partners LLC
1,950$27.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Retirement Wealth Solutions LLC
1,836$25.4K0.0%ETFLowMarshfield, WI2026-10-07
Trust Co of Vermont
1,758$24.3K0.0%CoreVery LowBrattleboro, VT2026-10-21
Elevation Wealth Partners, LLC
1,726$23.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Cedar Mountain Advisors, LLC
1,641$22.7K0.0%ETFVery LowLake Oswego, OR2026-10-15
Manchester Capital Management LLC
1,475$20.4K0.0%CoreLowManchester, VT2026-10-22
Oakworth Capital, Inc.
1,430$19.8K0.0%ETFLowBirmingham, AL2026-10-26
Armstrong Advisory Group, Inc
1,400$19.4K0.0%ETFHighNeedham, MA2026-10-09
Plante Moran Financial Advisors, LLC
1,377$19.0K0.0%ETFVery LowSouthfield, MI2026-11-04
Creative Financial Designs Inc
1,331$18.4K0.0%ETFMediumKokomo, IN2026-11-04
Ascentis Wealth Management, LLC
1,213$16.8K0.0%Agg GrowthLowDallas, TX2026-11-03
GHP Investment Advisors, Inc.
1,205$16.7K0.0%CoreVery LowDenver, CO2026-10-15
CX Institutional
1,195$170.0%CoreMediumAuburn, IN2026-10-02
Ares Financial Consulting, LLC
1,045$14.5K0.0%CoreLowCalabasas, CA2026-10-19
Valley National Advisers Inc
1,043$14.4K0.0%ETFLowBethlehem, PA2026-10-23
Bell Investment Advisors, Inc
1,041$14.4K0.0%ETFVery LowOrinda, CA2026-10-29
Wolverine Asset Management LLC
1,007$13.9K0.0%Deep ValueVery HighChicago, IL2026-11-02
Brown, Lisle Ings, Inc.
952$13.2K0.0%CoreVery LowProvidence, RI2026-10-16
WPG Advisers, LLC
952$13.2K0.0%CoreLowBaltimore, MD2026-10-27
UMB Private Wealth Management, LLC
936$12.9K0.0%GrowthN/AKansas City, MO2026-10-19
Triumph Capital Management
912$12.6K0.0%ETFMediumDenver, CO2026-10-14
New England Capital Financial Advisors LLC
900$12.4K0.0%ETFLowMeriden, CT2026-11-03
Curat Global, LLC
873$12.1K0.0%CoreMediumSpringfield, NH2026-10-26
Bangor Savings Bank
821$11.4K0.0%ETFLowBangor, ME2026-10-06
Wolff Wiese Magana LLC
741$10.2K0.0%GrowthLowCarslbad, CA2026-10-15
Jnba Financial Advisors
703$9.7K0.0%ETFMediumBloomington, MN2026-11-03
MV Capital Management, Inc.
679$9.4K0.0%ETFLowBethesda, MD2026-10-29
Halbert Hargrove Global Advisors, LLC
676$9.4K0.0%ETFLowLong Beach, CA2026-10-16
Independence Bank of Kentucky
674$9.3K0.0%GrowthLowOwensboro, KY2026-10-26
Cape Investment Advisory, Inc.
673$9.3K0.0%ETFLowMcdonough, GA2026-10-13
Mainstream Capital Management LLC
655$9.1K0.0%GrowthLowLos Angeles, CA2026-10-23
Planning Strategies Inc.
647$8.9K0.0%ETFN/ALancaster, PA2026-10-02
Main Street Group, LTD
633$8.8K0.0%ETFMediumGlen Allen, VA2026-10-28
Private Wealth Management Group, LLC
573$7.9K0.0%ETFLowPrinceton, NJ2026-10-19
Nemes Rush Group LLC
572$7.9K0.0%CoreVery LowNovi, MI2026-11-04
Fortitude Family Office, LLC
570$7.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Compass Wealth Management LLC
532$7.4K0.0%GARPLowGuilford, CT2026-10-22
Paladin Partners, LLC
510$7.1K0.0%ETFVery LowHartland, WI2026-10-06
United Financial Planning Group LLC
492$6.8K0.0%ETFHighHauppauge, NY2026-11-04
North Star Investment Management Corp.
484$6.7K0.0%CoreLowChicago, IL2026-10-27
Montag A & Associates Inc
453$6.3K0.0%CoreLowAtlanta, GA2026-10-29
Asset Dedication, LLC
451$6.2K0.0%ETFLowSan Francisco, CA2026-11-03
Next Level Wealth Planning, LLC
445$6.2K0.0%ETFVery LowMeridian, ID2026-10-29
PFS Partners, LLC
420$5.8K0.0%ETFVery LowMine Hill, NJ2026-10-21
American Capital Advisory, LLC
406$5.6K0.0%ETFLowKetchum, ID2026-10-28
Burk Holdings LLC
386$5.3K0.0%ETFVery LowTulsa, OK2026-11-05
Toth Financial Advisory Corp
380$5.3K0.0%CoreLowLeesburg, VA2026-10-08
Markowski Investments
345$4.8K0.0%ETFN/ATampa, FL2026-10-30
Elevated Capital Advisors, LLC
333$4.6K0.0%ETFMediumSandy, UT2026-11-04
Barrett & Company, Inc.
308$4.3K0.0%ETFLowProvidence, RI2026-10-22
Hartford Financial Management Inc.
308$4.3K0.0%CoreLowWest Hartford, CT2026-10-21
Financial Network Wealth Advisors LLC
296$4.1K0.0%ETFLowMurray, UT2026-10-28
GK Wealth Management LLC
280$3.9K0.0%GARPVery HighReno, NV2026-10-09
Covestor Ltd
269$40.0%ValueHighLondon, United Kingdom2026-10-30
Trifecta Capital Advisors, LLC
235$3.3K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Monetary Solutions, Ltd
209$2.9K0.0%ETFVery LowDayton, OH2026-10-22
Wilmington Savings Fund Society, FSB
194$2.7K0.0%CoreLowWilmington, DE2026-10-23
Caldwell Trust Co
187$2.6K0.0%GrowthLowVenice, FL2026-10-30
High Note Wealth, LLC
182$2.5K0.0%ETFVery LowDeephaven, MN2026-10-27
Lodestone Wealth Management LLC
178$2.5K0.0%CoreLowSpokane, WA2026-10-14
Center for Financial Planning, Inc.
167$2.3K0.0%ETFLowSouthfied, MI2026-10-26
Eastern Bank
166$2.3K0.0%GrowthMediumBoston, MA2026-10-05
Pension & Wealth Management Advisors, Inc.
165$2.3K0.0%ETFLowWaltham, MA2026-10-16
Cassaday & Co Wealth Management LLC
146$2.0K0.0%ETFVery LowMclean, VA2026-10-27
Noble Wealth Management PBC
117$1.6K0.0%YieldMediumGreenwood Village, CO2026-10-01
NBT Bank, N.A.
112$1.5K0.0%CoreLowNorwich, NY2026-10-21
CoreCap Advisors, LLC
104$1.4K0.0%ETFMediumSouthfield, MI2026-10-08
Mosley Wealth Management
101$1.4K0.0%ETFHighAnaheim, CA2026-10-16
Atlantic Edge Private Wealth Management, LLC
100$1.4K0.0%CoreLowJacksonville, FL2026-10-20
Costello Asset Management, Inc
100$1.4K0.0%CoreLowFeasterville, PA2026-10-30
Trust Co
98$1.4K0.0%ETFVery LowManhattan, KS2026-10-09
Avion Wealth
96$10.0%ETFLowThe Woodlands, TX2026-11-04
Godsey & Gibb, Inc
93$1.3K0.0%CoreLowRichmond, VA2026-10-14
Decker Retirement Planning Inc.
93$1.3K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Nvest Wealth Strategies, Inc.
84$1.2K0.0%ETFVery LowPowell, OH2026-10-14
Gilpin Wealth Management, LLC
75$1.0K0.0%GrowthLowDenver, CO2026-10-09
DiNuzzo Private Wealth, Inc.
70$9690.0%ETFLowBeaver, PA2026-10-16
StrongBox Wealth, LLC
68$9400.0%GrowthLowLee'S Summit, MO2026-11-02
Golden State Wealth Management, LLC
63$8710.0%ETFMediumSanta Ana, CA2026-11-02
Marquette Asset Management, LLC
59$8160.0%ETFVery LowMinneapolis, MN2026-10-09
Birch Financial Group, LLC
59$8150.0%CoreLowKeene, NH2026-10-27
Hager Investment Management Services, LLC
59$8160.0%GrowthMediumNew London, NH2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
51$7050.0%GrowthMediumIndianapolis, IN2026-10-14
West Branch Capital LLC
37$5180.0%GrowthVery LowAmherst, MA2026-10-20
Bay Harbor Wealth Management, LLC
32$4430.0%ETFMediumHunt Valley, MD2026-11-03
Community Financial Services Group, LLC
25$3320.0%GrowthLowNewport, VT2026-10-15
Kelleher Financial Advisors
24$3320.0%CoreMediumNew York, NY2026-10-30
Torren Management, LLC
22$3000.0%ETFMediumSan Diego, CA2026-10-29
Creative Capital Management Investments LLC
7$970.0%ETFLowSan Diego, CA2026-10-28
Dhjj Financial Advisors, Ltd.
2$280.0%ETFVery LowNaperville, IL2026-10-23
Downshift Financial, LLC
2$280.0%ETFLowBoulder, CO2026-10-13