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WR Berkley Corp (WRB)

CUSIP: 084423102 | NYSE | Financial Services · Insurance - Property & Casualty | Large Cap | 2252 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

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

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.17,215,8304.6%Newly reportedSep 30, 202692d ahead of 13F (21,934,626 sh) · −4,718,796
13G/AVanguard Capital Management LLC16,502,0674.4%Newly reportedSep 30, 202692d ahead of 13F (18,690,969 sh) · −2,188,902
13D/AWR Berkley & Others 2 LLC95,557,32425.7%+6,180Jul 17, 2026No 13F filer matched
13D/AW. Robert Berkley, Jr.95,551,14425.5%UnchangedMar 4, 2026No 13F filer matched
13DWilliam R. Berkley95,551,14425.1%New 5%+ stakeDec 5, 2025No 13F filer matched
13G/ABlackRock, Inc.17,215,830
4.6% of class · Sep 30, 2026Newly reported
92d ahead of 13F (21,934,626 sh) · −4,718,796
13G/AVanguard Capital Management LLC16,502,067
4.4% of class · Sep 30, 2026Newly reported
92d ahead of 13F (18,690,969 sh) · −2,188,902
13D/AWR Berkley & Others 2 LLC95,557,324
25.7% of class · Jul 17, 2026+6,180
No 13F filer matched
13D/AW. Robert Berkley, Jr.95,551,144
25.5% of class · Mar 4, 2026Unchanged
No 13F filer matched
13DWilliam R. Berkley95,551,144
25.1% of class · Dec 5, 2025New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP4,133,454
0.1% of portfolio›$279.2M
Parnassus Investments, LLC961,856
0.2% of portfolio›$65.0M
Principal Financial Group Inc952,447
0.0% of portfolio›$64.3M
Confluence Investment Management LLC946,290
1.1% of portfolio›$63.9M
Citigroup Inc858,127
0.0% of portfolio›$58.0M
Eulav Asset Management817,226
2.0% of portfolio›$55.2M
Mraz, Amerine & Associates, Inc.638,546
6.7% of portfolio›$43.1M
Mitsubishi UFJ Asset Management Co., Ltd.561,061
0.0% of portfolio›$37.9M
Sumitomo Mitsui Trust Group, Inc.526,919
0.0% of portfolio›$35.6M
Truist Financial Corp398,487
0.0% of portfolio›$26.9M
Barlow Wealth Partners, LLC274,206
2.0% of portfolio›$19.1M
PhiloSmith Capital Corp259,381
4.8% of portfolio›$17.5M
Fjarde Ap-Fonden TH Swedish National Pension Fund240,727
0.1% of portfolio›$16.3M
Townsend & Associates, Inc224,527
1.4% of portfolio›$16.9M
Swiss Life Asset Management Ltd207,275
0.1% of portfolio›$14.0M
Isthmus Partners, LLC206,913
1.3% of portfolio›$14.0M
New York State Teachers Retirement System198,442
0.1% of portfolio›$13.4M
Nisa Investment Advisors, LLC191,443
0.0% of portfolio›$12.9M
Creative Planning183,540
0.0% of portfolio›$12.4M
GHP Investment Advisors, Inc.179,930
0.5% of portfolio›$12.2M
Assetmark, Inc154,086
0.0% of portfolio›$10.4M
Verdence Capital Advisors LLC151,039
0.4% of portfolio›$10.2M
Eagle Rock Investment Company, LLC143,996
1.2% of portfolio›$9.7M
Y-Intercept (Hong Kong) Ltd143,420
0.2% of portfolio›$9.7M
MacKenzie Financial Corp139,818
0.0% of portfolio›$9.4M
Pictet Asset Management Holding SA139,223
0.0% of portfolio›$9.4M
Mattern Capital Management, LLC130,072
1.0% of portfolio›$8.8M
Kestra Advisory Services, LLC129,972
0.0% of portfolio›$8.8M
Means Investment Co., Inc.126,499
0.6% of portfolio›$8.5M
Corbyn Investment Management Inc126,387
2.5% of portfolio›$8.5M
Commonwealth Equity Services, LLC119,618
0.0% of portfolio›$8.1M
KBC Group NV110,032
0.0% of portfolio›$7.4M
Asset Management One Co., Ltd.104,070
0.0% of portfolio›$7.0M
Achmea Investment Management B.V.99,382
0.1% of portfolio›$6.7M
Burney Co/96,898
0.2% of portfolio›$6.5M
DekaBank Deutsche Girozentrale87,530
0.0% of portfolio›$6.0K
Butensky & Cohen Financial Security, Inc82,690
1.4% of portfolio›$5.6M
Wealth Enhancement Advisory Services, LLC81,775
0.0% of portfolio›$5.5M
Davidson Capital Management Inc.81,349
0.9% of portfolio›$5.5M
Atria Investments, Inc77,998
0.1% of portfolio›$5.3M
Oak Thistle LLC71,441
0.4% of portfolio›$4.8M
Montag A & Associates Inc71,030
0.2% of portfolio›$4.8M
Baxter Bros Inc70,976
0.5% of portfolio›$4.8M
Elevate Capital Advisors, LLC70,917
2.7% of portfolio›$4.8M
Aware Super Pty Ltd as trustee of Aware Super69,701
0.1% of portfolio›$4.7M
Czech National Bank65,064
0.0% of portfolio›$4.4M
Mn Services Vermogensbeheer B.V.62,668
0.1% of portfolio›$4.2M
Markel Group Inc.60,750
0.0% of portfolio›$4.1M
Fairman Group, LLC59,344
2.9% of portfolio›$4.0M
State of Michigan Retirement System59,219
0.0% of portfolio›$4.0M
Arizona State Retirement System58,463
0.0% of portfolio›$3.9M
Mirae Asset Global Investments Co., Ltd.57,224
0.0% of portfolio›$3.9M
Vest Financial, LLC56,691
0.0% of portfolio›$3.8M
Neos Investment Management LLC54,811
0.0% of portfolio›$3.7M
SEB Asset Management AB52,619
0.0% of portfolio›$3.6M
IFM Investors Pty Ltd52,070
0.0% of portfolio›$3.5M
Griffin Asset Management, Inc.50,375
0.4% of portfolio›$3.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS50,030
0.0% of portfolio›$3.4M
Thrive Capital Management, LLC48,657
0.6% of portfolio›$3.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management48,629
0.0% of portfolio›$3.3M
ProShare Advisors LLC47,632
0.0% of portfolio›$3.2M
Retirement Systems of Alabama47,486
0.0% of portfolio›$3.2M
Xponance LLC46,685
0.0% of portfolio›$3.2M
Caldwell Trust Co45,217
0.2% of portfolio›$3.1M
State of Alaska, Department of Revenue44,266
0.1% of portfolio›$3.0M
Robeco Institutional Asset Management B.V.43,823
0.0% of portfolio›$3.0M
Value Partners Investments Inc.42,658
0.2% of portfolio›$2.9M
Insight Inv LLC42,475
1.4% of portfolio›$2.9M
AGF Management LTD41,570
0.0% of portfolio›$2.8M
Exchange Traded Concepts, LLC40,669
0.0% of portfolio›$2.7M
Daiwa Securities Group Inc.40,559
0.0% of portfolio›$2.7M
Rakuten Investment Management, Inc.39,839
0.0% of portfolio›$2.7M
Raiffeisen Bank International AG39,535
0.0% of portfolio›$2.7M
Tealwood Asset Management Inc38,762
2.3% of portfolio›$2.6M
Hennessy Advisors Inc38,400
0.1% of portfolio›$2.6M
Amalgamated Bank38,279
0.0% of portfolio›$2.6M
Lido Advisors, LLC36,987
0.0% of portfolio›$2.5M
UniSuper Management Pty Ltd36,112
0.0% of portfolio›$2.4M
Yousif Capital Management, LLC35,289
0.0% of portfolio›$2.4M
New York Life Investment Management LLC34,551
0.0% of portfolio›$2.3M
Avanza Fonder AB34,117
0.0% of portfolio›$2.3M
Ag2r LA Mondiale Gestion D'actifs31,175
0.1% of portfolio›$2.1M
Sumitomo Mitsui DS Asset Management Company, Ltd30,764
0.0% of portfolio›$2.1M
Agate Pass Investment Management, LLC29,586
0.7% of portfolio›$2.0M
Willow Creek Wealth Management Inc.29,500
0.1% of portfolio›$2.0M
Citadel Investment Advisory, Inc.29,243
0.9% of portfolio›$2.0M
Applied Capital LLC29,159
0.8% of portfolio›$2.0M
Ethic Inc.28,228
0.0% of portfolio›$1.9M
Oregon Public Employees Retirement Fund27,864
0.0% of portfolio›$1.9M
MGO One Seven LLC27,390
0.0% of portfolio›$1.8M
Cambridge Investment Research Advisors, Inc.27,305
0.0% of portfolio›$1.8M
Vise Technologies, Inc.27,062
0.0% of portfolio›$1.8M
Donoghue Forlines LLC26,668
0.5% of portfolio›$1.8M
Towne Trust Company, N.a25,199
0.5% of portfolio›$1.7M
Inspire Investing, LLC25,124
0.1% of portfolio›$1.7M
Grace & White Inc24,869
0.3% of portfolio›$1.7M
Parsons Capital Management Inc23,739
0.1% of portfolio›$1.6M
Concurrent Investment Advisors, LLC23,683
0.0% of portfolio›$1.6M
HB Wealth Management, LLC23,581
0.0% of portfolio›$1.6M
Crossmark Global Holdings, Inc.23,567
0.0% of portfolio›$1.6M
Mitchell & Pahl Private Wealth, LLC23,511
0.6% of portfolio›$1.6M
Mutual of America Capital Management LLC23,062
0.0% of portfolio›$1.6M
Farther Finance Advisors, LLC22,880
0.0% of portfolio›$1.5M
Diversify Advisory Services, LLC22,483
0.0% of portfolio›$1.7M
Diversify Wealth Management, LLC22,483
0.0% of portfolio›$1.7M
Pullen Investment Management, LLC21,842
0.7% of portfolio›$1.5M
Bank Julius Baer & Co. Ltd, Zurich21,403
0.0% of portfolio›$1.4M
TD Private Client Wealth LLC21,036
0.0% of portfolio›$1.4M
Sage Capital Advisors,llc20,793
0.3% of portfolio›$1.4M
D.A. Davidson & Co.20,755
0.0% of portfolio›$1.4M
Tuttle Capital Management, LLC20,621
0.6% of portfolio›$1.4M
Citizens National Bank Trust Department19,797
0.2% of portfolio›$1.3M
Brookstone Capital Management19,607
0.0% of portfolio›$1.3M
Fideuram Asset Management (Ireland) dac18,815
0.0% of portfolio›$1.3M
Gulf International Bank (UK) Ltd18,791
0.1% of portfolio›$1.3M
Investment Planning Advisors, Inc.18,653
0.3% of portfolio›$1.3M
Davenport & Co LLC17,918
0.0% of portfolio›$1.2M
BI Asset Management Fondsmaeglerselskab A/S17,881
0.0% of portfolio›$1.2M
Almanack Investment Partners, Llc.17,736
0.1% of portfolio›$1.2M
HUB Investment Partners, LLC17,725
0.0% of portfolio›$1.2M
111 Capital17,689
0.2% of portfolio›$1.2M
Tobam17,685
0.9% of portfolio›$1.2M
TD Waterhouse Canada Inc.16,977
0.0% of portfolio›$1.2M
Trust Co of Vermont16,852
0.0% of portfolio›$1.1M
Brown, Lisle Ings, Inc.16,780
0.3% of portfolio›$1.1M
Fifth Third Wealth Advisors LLC16,392
0.0% of portfolio›$1.1M
Sepio Capital, LP16,382
0.0% of portfolio›$1.1M
Chicago Partners Investment Group LLC16,096
0.0% of portfolio›$1.2M
Brighton Jones LLC15,829
0.0% of portfolio›$1.1M
Elevation Point Wealth Partners, LLC15,293
0.0% of portfolio›$1.0M
Gateway Investment Advisers LLC15,188
0.0% of portfolio›$1.0M
Wedbush Securities Inc15,120
0.1% of portfolio›$1.0M
Alamar Capital Management, LLC15,101
0.5% of portfolio›$1.0M
Citizens Financial Group Inc15,056
0.0% of portfolio›$1.0M
Praxis Investment Management Inc14,737
0.1% of portfolio›$995.0K
Gamma Investing LLC14,652
0.0% of portfolio›$989.6K
Stegent Equity Advisors, Inc.14,327
0.8% of portfolio›$967.6K
Prospera Financial Services Inc14,004
0.0% of portfolio›$1.0M
Ashton Thomas Private Wealth, LLC13,928
0.0% of portfolio›$940.7K
Allspring Global Investments Holdings, LLC13,758
0.0% of portfolio›$948.0K
ABN Amro Investment Solutions13,675
0.0% of portfolio›$923.6K
Compass Wealth Management LLC13,331
0.2% of portfolio›$900.4K
Tokio Marine Asset Management Co LTD12,977
0.0% of portfolio›$876.5K
Kornitzer Capital Management Inc12,938
0.0% of portfolio›$873.8K
Swedbank AB12,376
0.0% of portfolio›$835.9K
Hartford Investment Management Co12,360
0.0% of portfolio›$834.8K
Candriam S.C.A.12,244
0.0% of portfolio›$830.0K
StoneRidge PMG Advisors, LLC11,391
1.0% of portfolio›$769.0K
Evergreen Capital Management LLC11,232
0.0% of portfolio›$758.6K
Trueblood Wealth Management, LLC11,231
0.3% of portfolio›$758.6K
Louisiana State Employees Retirement System11,100
0.0% of portfolio›$749.7K
Tectonic Advisors LLC10,995
0.0% of portfolio›$742.6K
Aprio Wealth Management, LLC10,552
0.0% of portfolio›$712.7K
Net Worth Advisory Group10,440
0.2% of portfolio›$719.4K
Rydar Equities, Inc.10,396
0.4% of portfolio›$724.9K
OpenArc Corporate Advisory, LLC10,287
0.0% of portfolio›$694.8K
Murphy Pohlad Asset Management LLC10,262
0.2% of portfolio›$693.1K
BAM Wealth Management, LLC10,175
0.4% of portfolio›$687.2K
Wedmont Private Capital10,146
0.0% of portfolio›$731.0K
Tema Etfs LLC10,138
0.0% of portfolio›$684.7K
Dynamic Advisor Solutions LLC9,985
0.0% of portfolio›$674.4K
Park Avenue Securities LLC9,899
0.0% of portfolio›$669.0K
PensionDanmark Pensionsforsikringsaktieselskab9,604
0.0% of portfolio›$648.7K
Carmel Capital Partners, LLC9,571
0.2% of portfolio›$646.4K
Axxcess Wealth Management, LLC9,559
0.0% of portfolio›$645.6K
SeaBridge Investment Advisors LLC9,445
0.1% of portfolio›$637.9K
E. Ohman J:or Asset Management AB9,347
0.0% of portfolio›$631.3K
Lecap Asset Management LTD9,223
0.3% of portfolio›$622.9K
AlphaCore Capital LLC8,880
0.0% of portfolio›$599.8K
Moody Lynn Lieberson & Walker, LLC8,712
0.0% of portfolio›$588.4K
Mather Group, Llc.8,381
0.0% of portfolio›$566.1K
Sagespring Wealth Partners, LLC8,284
0.0% of portfolio›$559.5K
Dorval Corp8,065
0.2% of portfolio›$544.7K
Avior Wealth Management, LLC7,873
0.0% of portfolio›$531.8K
SAX Wealth Advisors, LLC7,841
0.0% of portfolio›$529.6K
Fort Washington Investment Advisors Inc7,726
0.0% of portfolio›$521.8K
Wealth Quarterback LLC7,690
0.2% of portfolio›$519.4K
Apollon Wealth Management, LLC7,647
0.0% of portfolio›$516.5K
Spire Wealth Management7,565
0.0% of portfolio›$500.9K
Aurelius Family Office LLC7,519
0.2% of portfolio›$507.8K
Tufton Capital Management7,385
0.2% of portfolio›$498.0K
B. Metzler seel. Sohn & Co. AG7,332
0.0% of portfolio›$495.2K
Fiduciary Alliance LLC7,237
0.0% of portfolio›$488.8K
Busey Bank7,214
0.0% of portfolio›$487.2K
Eagle Harbor Asset Management Inc6,959
0.4% of portfolio›$470.0K
Anchyra Partners LLC6,940
0.1% of portfolio›$468.7K
Daymark Wealth Partners, LLC6,838
0.0% of portfolio›$461.8K
North Dakota State Investment Board6,838
0.0% of portfolio›$461.8K
Investment Partners Asset Management, Inc.6,750
0.2% of portfolio›$455.9K
International Assets Investment Management, LLC6,588
0.0% of portfolio›$453.9K
Signaturefd, LLC6,484
0.0% of portfolio›$437.9K
Resonant Capital Advisors, LLC6,441
0.0% of portfolio›$435.0K
Diligent Investors, LLC6,411
0.1% of portfolio›$433.0K
Quadrant Capital Group LLC6,403
0.0% of portfolio›$470.9K
Parallel Advisors, LLC6,332
0.0% of portfolio›$427.6K
MBL Wealth, LLC6,319
0.0% of portfolio›$426.8K
Sterling Capital Management LLC6,230
0.0% of portfolio›$420.8K
Baron Wealth Management LLC6,219
0.1% of portfolio›$420.0K
Thrive Wealth Management, LLC6,148
0.1% of portfolio›$415.2K
Westco Advisory Services Inc5,947
0.2% of portfolio›$401.7K
Prime Capital Investment Advisors, LLC5,879
0.0% of portfolio›$397.1K
Carnegie Investment Counsel5,828
0.0% of portfolio›$393.6K
CenterBook Partners LP5,808
0.0% of portfolio›$392.3K
Romano Brothers and Company5,770
0.0% of portfolio›$389.7K
CWS Financial Advisors, LLC5,716
0.1% of portfolio›$386.1K
Lincoln Capital LLC5,692
0.1% of portfolio›$387.4K
Keybank National Association5,631
0.0% of portfolio›$380.3K
Strategy Asset Managers LLC5,610
0.1% of portfolio›$378.9K
Private Trust Co NA5,606
0.0% of portfolio›$378.6K
Pekin Hardy Strauss, Inc.5,575
0.0% of portfolio›$376.5K
Firethorn Wealth Partners, LLC5,553
0.1% of portfolio›$375.1K
Huntleigh Advisors, Inc.5,521
0.1% of portfolio›$372.9K
TruNorth Capital Management, LLC5,520
0.1% of portfolio›$372.8K
LVW Advisors, LLC5,475
0.0% of portfolio›$369.8K
Assenagon Asset Management S.A.5,361
0.0% of portfolio›$362.1K
Atticus Wealth Management, LLC5,300
0.1% of portfolio›$358.0K
Beacon Financial Group5,267
0.0% of portfolio›$355.8K
Perpetual Ltd5,228
0.0% of portfolio›$353.1K
Visionary Wealth Advisors5,207
0.0% of portfolio›$351.7K
Cassaday & Co Wealth Management LLC5,198
0.0% of portfolio›$351.1K
Greenleaf Trust5,190
0.0% of portfolio›$350.5K
Cushing Capital Partners, LLC5,179
0.2% of portfolio›$349.8K
SteelPeak Wealth, LLC5,170
0.0% of portfolio›$349.2K
Mission Wealth Management, LP5,137
0.0% of portfolio›$347.0K
Bryn Mawr Trust Advisors, LLC5,117
0.0% of portfolio›$345.6K
Monument Capital Management5,101
0.1% of portfolio›$344.5K
NorthCrest Asset Manangement, LLC4,869
0.0% of portfolio›$350.8K
Symmetry Partners, LLC4,796
0.0% of portfolio›$323.9K
Financial Security Advisor, Inc.4,762
0.1% of portfolio›$321.6K
Cullen T Bankers, Inc.4,688
0.0% of portfolio›$316.6K
Vontobel Holding Ltd.4,604
0.0% of portfolio›$311.0K
Genesis Private Wealth, LLC4,588
0.1% of portfolio›$309.9K
Impact Capital Partners LLC4,578
0.1% of portfolio›$309.2K
CX Institutional4,552
0.0% of portfolio›$307
Cyndeo Wealth Partners, LLC4,478
0.0% of portfolio›$302.4K
Accurate Wealth Management, LLC4,428
0.0% of portfolio›$325.7K
Krilogy Financial LLC4,426
0.0% of portfolio›$322.7K
Crestwood Advisors Group, LLC4,393
0.0% of portfolio›$296.7K
Cadent Capital Advisors, LLC4,387
0.1% of portfolio›$296.3K
Claro Advisors Inc.4,383
0.0% of portfolio›$296.0K
Curated Wealth Partners LLC4,324
0.0% of portfolio›$292.0K
Oppenheimer & Co Inc4,305
0.0% of portfolio›$290.8K
Angeles Wealth Management, LLC4,264
0.0% of portfolio›$288.0K
Mountain Pacific Investment Advisers LLC4,252
0.0% of portfolio›$287.2K
VestGen Advisors, LLC4,234
0.0% of portfolio›$286.0K
EverSource Wealth Advisors, LLC4,046
0.0% of portfolio›$273.2K
Apella Capital, LLC3,939
0.0% of portfolio›$274.7K
Strs Ohio3,920
0.0% of portfolio›$264.8K
Somerset Trust Co3,917
0.1% of portfolio›$264.6K
Teza Capital Management LLC3,908
0.2% of portfolio›$263.9K
BIP Wealth, LLC3,818
0.0% of portfolio›$257.9K
Chilton Capital Management LLC3,667
0.0% of portfolio›$247.7K
Nilsine Partners, LLC3,664
0.0% of portfolio›$247.5K
Certuity, LLC3,660
0.0% of portfolio›$247.2K
Global Wealth Management Investment Advisory, Inc.3,631
0.0% of portfolio›$245.2K
Paragon Advisors, LLC3,619
0.0% of portfolio›$244.4K
Ignite Planners, LLC3,571
0.0% of portfolio›$246.0K
Woodward Diversified Capital, LLC3,521
0.1% of portfolio›$237.8K
First Nebraska Trust Co3,514
0.0% of portfolio›$237.3K
Simplicity Wealth,LLC3,514
0.0% of portfolio›$237.3K
Avestar Capital, LLC3,461
0.0% of portfolio›$233.8K
Able Financial Group, LLC3,391
0.0% of portfolio›$229.0K
Sowell Financial Services LLC3,384
0.0% of portfolio›$228.5K
Fortitude Family Office, LLC3,356
0.0% of portfolio›$226.7K
Trust Asset Management LLC3,346
0.0% of portfolio›$226.0K
Valeo Financial Advisors, LLC3,332
0.0% of portfolio›$225.0K
Steph & Co3,328
0.1% of portfolio›$224.8K
Indivisible Partners3,317
0.0% of portfolio›$224.0K
Arthur M. Cohen & Associates, LLC3,300
0.0% of portfolio›$222.9K
B. Riley Wealth Advisors, Inc.3,264
0.0% of portfolio›$220.4K
StoneX Group Inc.3,263
0.0% of portfolio›$220.4K
Levin Capital Strategies, L.P.3,218
0.0% of portfolio›$217.3K
Alpha Family Trust3,195
0.1% of portfolio›$225.3K
Perigon Wealth Management, LLC3,193
0.0% of portfolio›$215.7K
Three Magnolias Financial Advisors, LLC3,159
0.1% of portfolio›$213.4K
Childress Capital Advisors, LLC3,134
0.0% of portfolio›$211.6K
First Citizens Bank & Trust Co3,128
0.0% of portfolio›$211.3K
Bison Wealth, LLC3,079
0.0% of portfolio›$224.5K
SYM Financial Corp3,073
0.0% of portfolio›$207.6K
Lantz Financial LLC3,039
0.0% of portfolio›$205.3K
State of Wyoming2,913
0.0% of portfolio›$196.7K
Heritage Family Offices, LLP2,784
0.1% of portfolio›$188.0K
Harbor Investment Advisory, LLC2,624
0.0% of portfolio›$177.2K
SJS Investment Consulting Inc.2,305
0.0% of portfolio›$155.7K
St. Johns Investment Management Company, LLC2,117
0.1% of portfolio›$143.0K
AlphaCentric Advisors LLC2,082
0.1% of portfolio›$140.6K
JFS Wealth Advisors, LLC2,035
0.0% of portfolio›$137.5K
Fulcrum Asset Management LLP1,991
0.0% of portfolio›$135.8K
Versant Capital Management, Inc1,781
0.0% of portfolio›$120.3K
Root Financial Partners, LLC1,402
0.0% of portfolio›$94.7K
IFP Advisors, Inc1,377
0.0% of portfolio›$93.0K
Eastern Bank1,352
0.0% of portfolio›$91.3K
First Pacific Financial1,317
0.0% of portfolio›$88.9K
Blue Trust, Inc.1,248
0.0% of portfolio›$84.3K
Evermay Wealth Management LLC1,110
0.0% of portfolio›$75.0K
Essential Partners LLC1,108
0.0% of portfolio›$74.8K
Reap Financial Group, LLC1,099
0.0% of portfolio›$74.2K
KFG LLC1,074
0.0% of portfolio›$72.5K
Capital Advisors, Ltd. LLC1,072
0.0% of portfolio›$72.0K
Provenance Wealth Advisors, LLC1,036
0.0% of portfolio›$70.0K
Simplex Trading, LLC1,019
0.0% of portfolio›$68.8K
Duncker Streett & Co Inc1,012
0.0% of portfolio›$68.4K
Cromwell Holdings LLC911
0.0% of portfolio›$61.5K
Pinnacle Bancorp, Inc.829
0.0% of portfolio›$56.0K
Hughes Financial Services, LLC824
0.0% of portfolio›$60.2K
Pinnacle Wealth Planning Services, Inc.781
0.0% of portfolio›$52.7K
PFS Partners, LLC753
0.0% of portfolio›$50.9K
Livforsakringsbolaget Skandia, Omsesidigt696
0.0% of portfolio›$47.0K
Davis Capital Management680
0.0% of portfolio›$45.9K
Sarver Vrooman Wealth Advisors649
0.0% of portfolio›$43.8K
Parkside Financial Bank & Trust632
0.0% of portfolio›$42.7K
Coastline Trust Co622
0.0% of portfolio›$42.0K
Elyxium Wealth, LLC621
0.0% of portfolio›$42.0K
Horizon Financial Services, LLC609
0.0% of portfolio›$41.1K
Y.D. More Investments Ltd598
0.0% of portfolio›$40.4K
Creative Financial Designs Inc588
0.0% of portfolio›$39.7K
Triumph Capital Management587
0.0% of portfolio›$39.6K
Deseret Mutual Benefit Administrators579
0.0% of portfolio›$39.1K
Raleigh Capital Management Inc.557
0.0% of portfolio›$37.6K
Westside Investment Management, Inc.550
0.0% of portfolio›$37.9K
Pittenger & Anderson Inc547
0.0% of portfolio›$36.9K
Lanark Financial, Inc.535
0.0% of portfolio›$36.1K
Wilmington Savings Fund Society, FSB521
0.0% of portfolio›$35.2K
Physician Wealth Advisors, Inc.518
0.0% of portfolio›$35.0K
Highline Wealth Partners LLC490
0.0% of portfolio›$33.1K
True Wealth Design, LLC490
0.0% of portfolio›$33.1K
MassMutual Private Wealth & Trust, FSB438
0.0% of portfolio›$29.6K
CGC Financial Services, LLC421
0.0% of portfolio›$28.4K
Birch Financial Group, LLC373
0.0% of portfolio›$25.2K
Hilltop National Bank364
0.0% of portfolio›$24.6K
Barnes Dennig Private Wealth Management LLC353
0.0% of portfolio›$23.8K
Entrust Financial LLC352
0.0% of portfolio›$23.8K
Farmers & Merchants Investments Inc339
0.0% of portfolio›$22.9K
Armstrong Advisory Group, Inc336
0.0% of portfolio›$22.7K
Align Financial, LLC334
0.0% of portfolio›$22.6K
Leonteq Securities AG319
0.0% of portfolio›$21.5K
Covestor Ltd316
0.0% of portfolio›$21
Manchester Capital Management LLC315
0.0% of portfolio›$21.3K
Asset Dedication, LLC311
0.0% of portfolio›$21.0K
SBI Securities Co., Ltd.306
0.0% of portfolio›$20.7K
Lynch Investment Planning, LLC301
0.0% of portfolio›$20.3K
Private Wealth Management Group, LLC300
0.0% of portfolio›$20.3K
Clark Wealth Partners293
0.0% of portfolio›$19.8K
CoreCap Advisors, LLC289
0.0% of portfolio›$19.5K
Ascentis Wealth Management, LLC262
0.0% of portfolio›$17.7K
Financial Consulate, Inc250
0.0% of portfolio›$16.9K
Latitude Advisors, LLC225
0.0% of portfolio›$15.2K
Princeton Global Asset Management LLC225
0.0% of portfolio›$15.2K
Buck Wealth Strategies, LLC198
0.0% of portfolio›$13.4K
Hager Investment Management Services, LLC197
0.0% of portfolio›$13.3K
Ares Financial Consulting, LLC175
0.0% of portfolio›$11.8K
Owl Creek Wealth Partners LLC170
0.0% of portfolio›$11.5K
Ashurst Perkins Coie Trust Co169
0.0% of portfolio›$11.4K
IMG Wealth Management, Inc.163
0.0% of portfolio›$11.0K
SRH Advisors, LLC163
0.0% of portfolio›$11.0K
Beacon Investment Advisory Services, Inc.157
0.0% of portfolio›$10.6K
Intesa Sanpaolo Wealth Management150
0.0% of portfolio›$10.1K
Financial Management Professionals, Inc.145
0.0% of portfolio›$9.8K
Lloyd Advisory Services, Llc.142
0.0% of portfolio›$9.6K
West Paces Advisors Inc.123
0.0% of portfolio›$8.3K
MV Capital Management, Inc.119
0.0% of portfolio›$8.0K
DT Investment Partners, LLC112
0.0% of portfolio›$7.6K
Bokf, NA110
0.0% of portfolio›$7.4K
Trust Co109
0.0% of portfolio›$7.4K
Essential Investment Partners LLC108
0.0% of portfolio›$7.3K
Ascentis Independent Advisors106
0.0% of portfolio›$7.2K
Kingdom Financial Group Llc.102
0.0% of portfolio›$6.9K
Rosenberg Matthew Hamilton102
0.0% of portfolio›$6.9K
Wolff Wiese Magana LLC101
0.0% of portfolio›$6.8K
Creative Capital Management Investments LLC99
0.0% of portfolio›$6.7K
Bay Harbor Wealth Management, LLC87
0.0% of portfolio›$5.9K
WPG Advisers, LLC81
0.0% of portfolio›$5.5K
GK Wealth Management LLC80
0.0% of portfolio›$5.4K
Balance Wealth Partners LLC76
0.0% of portfolio›$5.2K
Mascoma Wealth Management LLC75
0.0% of portfolio›$5.1K
Country Trust Bank74
0.0% of portfolio›$5.0K
Avion Wealth74
0.0% of portfolio›$4
Salomon & Ludwin, LLC63
0.0% of portfolio›$4.3K
Union Savings Bank60
0.0% of portfolio›$4.1K
Tower View Wealth Management LLC60
0.0% of portfolio›$4.1K
Elevation Wealth Partners, LLC60
0.0% of portfolio›$4.1K
DiNuzzo Private Wealth, Inc.56
0.0% of portfolio›$3.8K
Proathlete Wealth Management LLC51
0.0% of portfolio›$3.4K
Arlington Trust Co LLC48
0.0% of portfolio›$3.2K
North Star Investment Management Corp.48
0.0% of portfolio›$3.2K
Signature Equity Partners, LLC45
0.0% of portfolio›$3.0K
First United Bank & Trust43
0.0% of portfolio›$2.9K
Montgomery Financial Services LLC29
0.0% of portfolio›$2.0K
Marquette Asset Management, LLC29
0.0% of portfolio›$2.0K
Burk Holdings LLC28
0.0% of portfolio›$1.9K
Sunrise Financial Services, LLC27
0.0% of portfolio›$1.8K
UMB Private Wealth Management, LLC25
0.0% of portfolio›$1.7K
Wealth Enhancement Trust Services, Inc.25
0.0% of portfolio›$1.7K
Bare Financial Services, Inc25
0.0% of portfolio›$1.7K
Pension & Wealth Management Advisors, Inc.24
0.0% of portfolio›$1.6K
Quest 10 Wealth Builders, Inc.23
0.0% of portfolio›$1.6K
Bell Investment Advisors, Inc23
0.0% of portfolio›$1.6K
Bfsg, LLC21
0.0% of portfolio›$1.4K
James T. Borello RIA20
0.0% of portfolio›$1.4K
Key FInancial Inc19
0.0% of portfolio›$1.3K
Networth Advisors, LLC16
0.0% of portfolio›$1.1K
Cedar Mountain Advisors, LLC16
0.0% of portfolio›$1.1K
First Horizon Corp15
0.0% of portfolio›$1.0K
Navigoe, LLC15
0.0% of portfolio›$1
Planning Strategies Inc.12
0.0% of portfolio›$810
Key Capital Management, Inc12
0.0% of portfolio›$810
Cape Investment Advisory, Inc.10
0.0% of portfolio›$675
DecisionPoint Financial, LLC10
0.0% of portfolio›$689
WestEnd Advisors, LLC10
0.0% of portfolio›$675
Albion Financial Group9
0.0% of portfolio›$623
Valley National Advisers Inc9
0.0% of portfolio›$608
Quaker Wealth Management, LLC9
0.0% of portfolio›$608
Maseco LLP9
0.0% of portfolio›$608
American Capital Advisory, LLC8
0.0% of portfolio›$541
Evolution Wealth Management Inc.7
0.0% of portfolio›$473
Nemes Rush Group LLC6
0.0% of portfolio›$405
Nvwm, LLC5
0.0% of portfolio›$338
Godsey & Gibb, Inc3
0.0% of portfolio›$203
Maryland Capital Advisors Inc.3
0.0% of portfolio›$203
TFC Financial Management, Inc.3
0.0% of portfolio›$203
Compass Financial Management LLC2
0.0% of portfolio›$135
3 Factor Indexing, LLC1
0.0% of portfolio›$68
Signature Resources Capital Management, LLC1
0.0% of portfolio›$68
Illumine Investment Management, LLC0
2.3% of portfolio›$3.4M
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
4,133,454$279.2M0.1%IndexLowAustin, TX2026-11-04
Parnassus Investments, LLC
961,856$65.0M0.2%GrowthMediumSan Francisco, CA2026-10-22
Principal Financial Group Inc
952,447$64.3M0.0%CoreLowDes Moines, IA2026-11-02
Confluence Investment Management LLC
946,290$63.9M1.1%ValueMediumSt. Louis, MO2026-10-01
Citigroup Inc
858,127$58.0M0.0%CoreMediumNew York, NY2026-11-04
Eulav Asset Management
817,226$55.2M2.0%GrowthMediumSarasota, FL2026-10-23
Mraz, Amerine & Associates, Inc.
638,546$43.1M6.7%Deep ValueLowModesto, CA2026-10-30
Mitsubishi UFJ Asset Management Co., Ltd.
561,061$37.9M0.0%IndexVery LowTokyo, Mexico2026-11-05
Sumitomo Mitsui Trust Group, Inc.
526,919$35.6M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Truist Financial Corp
398,487$26.9M0.0%CoreLowCharlotte, NC2026-10-30
Barlow Wealth Partners, LLC
274,206$19.1M2.0%CoreMediumLouisville, KY2026-10-15
PhiloSmith Capital Corp
259,381$17.5M4.8%Deep ValueVery LowStamford, CT2026-10-23
Fjarde Ap-Fonden TH Swedish National Pension Fund
240,727$16.3M0.1%GrowthLowStockholm, Sweden2026-10-15
Townsend & Associates, Inc
224,527$16.9M1.4%Deep ValueLowWestminster, CO2026-10-23
Swiss Life Asset Management Ltd
207,275$14.0M0.1%CoreLowZurich, Switzerland2026-11-03
Isthmus Partners, LLC
206,913$14.0M1.3%ValueMediumMadison, WI2026-10-21
New York State Teachers Retirement System
198,442$13.4M0.1%CoreVery LowAlbany, NY2026-10-22
Nisa Investment Advisors, LLC
191,443$12.9M0.0%IndexVery LowSt. Louis, MO2026-10-20
Creative Planning
183,540$12.4M0.0%IndexVery LowOverland Park, KS2026-11-02
GHP Investment Advisors, Inc.
179,930$12.2M0.5%CoreVery LowDenver, CO2026-10-15
Assetmark, Inc
154,086$10.4M0.0%ETFLowConcord, CA2026-10-21
Verdence Capital Advisors LLC
151,039$10.2M0.4%CoreMediumHunt Valley, MD2026-10-26
Eagle Rock Investment Company, LLC
143,996$9.7M1.2%CoreLowAtlanta, GA2026-10-21
Y-Intercept (Hong Kong) Ltd
143,420$9.7M0.2%ValueVery HighHong Kong, South Korea2026-10-16
MacKenzie Financial Corp
139,818$9.4M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Pictet Asset Management Holding SA
139,223$9.4M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Mattern Capital Management, LLC
130,072$8.8M1.0%CoreMediumLakewood, CO2026-11-02
Kestra Advisory Services, LLC
129,972$8.8M0.0%CoreLowAustin, TX2026-11-02
Means Investment Co., Inc.
126,499$8.5M0.6%GrowthVery LowBangor, ME2026-11-03
Corbyn Investment Management Inc
126,387$8.5M2.5%ValueLowLutherville, MD2026-10-30
Commonwealth Equity Services, LLC
119,618$8.1M0.0%ETFLowWaltham, MA2026-11-02
KBC Group NV
110,032$7.4M0.0%CoreMediumBrussels, Czech Republic2026-10-22
Asset Management One Co., Ltd.
104,070$7.0M0.0%IndexVery LowTokyo, Mexico2026-10-27
Achmea Investment Management B.V.
99,382$6.7M0.1%CoreMediumZeist, Philippines2026-10-30
Burney Co/
96,898$6.5M0.2%GARPMediumReston, VA2026-10-15
DekaBank Deutsche Girozentrale
87,530$6.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Butensky & Cohen Financial Security, Inc
82,690$5.6M1.4%ValueLowPonte Vedra Beach, FL2026-10-13
Wealth Enhancement Advisory Services, LLC
81,775$5.5M0.0%CoreLowPlymouth, MN2026-10-13
Davidson Capital Management Inc.
81,349$5.5M0.9%GrowthMediumCorpus Christi, TX2026-10-15
Atria Investments, Inc
77,998$5.3M0.1%CoreMediumCharlotte, NC2026-10-15
Oak Thistle LLC
71,441$4.8M0.4%ValueVery HighNew York, NY2026-10-21
Montag A & Associates Inc
71,030$4.8M0.2%CoreLowAtlanta, GA2026-10-29
Baxter Bros Inc
70,976$4.8M0.5%CoreLowRiverside, CT2026-11-04
Elevate Capital Advisors, LLC
70,917$4.8M2.7%ValueHighEagle, CO2026-11-02
Aware Super Pty Ltd as trustee of Aware Super
69,701$4.7M0.1%GrowthMediumSydney, China2026-10-30
Czech National Bank
65,064$4.4M0.0%IndexVery LowPrague, Bahrain2026-10-13
Mn Services Vermogensbeheer B.V.
62,668$4.2M0.1%CoreVery LowThe Hague, Philippines2026-10-08
Markel Group Inc.
60,750$4.1M0.0%CoreVery LowGlen Allen, VA2026-10-30
Fairman Group, LLC
59,344$4.0M2.9%ETFLowChesterbrook, PA2026-10-26
State of Michigan Retirement System
59,219$4.0M0.0%IndexLowEast Lansing, MI2026-10-27
Arizona State Retirement System
58,463$3.9M0.0%IndexVery LowPhoenix, AZ2026-11-03
Mirae Asset Global Investments Co., Ltd.
57,224$3.9M0.0%GrowthLowSeoul, Malaysia2026-11-03
Vest Financial, LLC
56,691$3.8M0.0%ValueMediumMclean, VA2026-10-21
Neos Investment Management LLC
54,811$3.7M0.0%IndexVery LowWestport, CT2026-11-04
SEB Asset Management AB
52,619$3.6M0.0%CoreN/AStockholm, Sweden2026-11-04
IFM Investors Pty Ltd
52,070$3.5M0.0%IndexVery LowMelbourne, China2026-10-14
Griffin Asset Management, Inc.
50,375$3.4M0.4%CoreLowNew York, NY2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
50,030$3.4M0.0%CoreLowHarrisburg, PA2026-11-03
Thrive Capital Management, LLC
48,657$3.3M0.6%CoreMediumFort Washington, PA2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
48,629$3.3M0.0%GrowthVery LowSeattle, WA2026-10-27
ProShare Advisors LLC
47,632$3.2M0.0%GrowthLowBethesda, MD2026-10-29
Retirement Systems of Alabama
47,486$3.2M0.0%IndexLowMontgomery, AL2026-11-04
Xponance LLC
46,685$3.2M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Caldwell Trust Co
45,217$3.1M0.2%GrowthLowVenice, FL2026-10-30
State of Alaska, Department of Revenue
44,266$3.0M0.1%CoreVery LowJuneau, AK2026-10-15
Robeco Institutional Asset Management B.V.
43,823$3.0M0.0%CoreMediumRotterdam, Philippines2026-10-20
Value Partners Investments Inc.
42,658$2.9M0.2%ValueMediumWinnipeg, Argentina2026-10-19
Insight Inv LLC
42,475$2.9M1.4%CoreVery LowEl Segundo, CA2026-10-27
AGF Management LTD
41,570$2.8M0.0%GrowthHighToronto, Australia2026-11-03
Exchange Traded Concepts, LLC
40,669$2.7M0.0%GrowthMediumOklahoma City, OK2026-10-28
Daiwa Securities Group Inc.
40,559$2.7M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Rakuten Investment Management, Inc.
39,839$2.7M0.0%ETFMediumTokyo, Mexico2026-10-30
Raiffeisen Bank International AG
39,535$2.7M0.0%GrowthMediumVienna, Chile2026-10-28
Tealwood Asset Management Inc
38,762$2.6M2.3%GrowthMediumMinneapolis, MN2026-10-13
Hennessy Advisors Inc
38,400$2.6M0.1%Deep ValueMediumNovato, CA2026-10-28
Amalgamated Bank
38,279$2.6M0.0%CoreVery LowNew York, NY2026-10-23
Lido Advisors, LLC
36,987$2.5M0.0%GrowthLowLos Angeles, CA2026-11-04
UniSuper Management Pty Ltd
36,112$2.4M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Yousif Capital Management, LLC
35,289$2.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
New York Life Investment Management LLC
34,551$2.3M0.0%GrowthLowNew York, NY2026-11-04
Avanza Fonder AB
34,117$2.3M0.0%GrowthLowStockholm, Sweden2026-10-13
Ag2r LA Mondiale Gestion D'actifs
31,175$2.1M0.1%GrowthLowParis, India2026-10-26
Sumitomo Mitsui DS Asset Management Company, Ltd
30,764$2.1M0.0%IndexVery LowTokyo, Mexico2026-10-20
Agate Pass Investment Management, LLC
29,586$2.0M0.7%CoreLowBainbridge Island, WA2026-10-20
Willow Creek Wealth Management Inc.
29,500$2.0M0.1%ETFVery LowSebastopol, CA2026-10-26
Citadel Investment Advisory, Inc.
29,243$2.0M0.9%ValueVery LowChesterland, OH2026-10-15
Applied Capital LLC
29,159$2.0M0.8%ValueLowHollywood, FL2026-10-07
Ethic Inc.
28,228$1.9M0.0%CoreLowNew York, NY2026-11-03
Oregon Public Employees Retirement Fund
27,864$1.9M0.0%IndexVery LowTigard, OR2026-10-30
MGO One Seven LLC
27,390$1.8M0.0%GrowthLowBeachwood, OH2026-10-28
Cambridge Investment Research Advisors, Inc.
27,305$1.8M0.0%ETFLowFairfield, IA2026-11-02
Vise Technologies, Inc.
27,062$1.8M0.0%IndexLowNew York, NY2026-10-29
Donoghue Forlines LLC
26,668$1.8M0.5%CoreVery HighBoston, MA2026-11-02
Towne Trust Company, N.a
25,199$1.7M0.5%CoreLowNewport News, VA2026-10-28
Inspire Investing, LLC
25,124$1.7M0.1%GARPHighMeridian, ID2026-10-22
Grace & White Inc
24,869$1.7M0.3%Deep ValueVery LowNy, NY2026-10-23
Parsons Capital Management Inc
23,739$1.6M0.1%CoreLowProvidence, RI2026-10-28
Concurrent Investment Advisors, LLC
23,683$1.6M0.0%GrowthMediumTampa, FL2026-10-16
HB Wealth Management, LLC
23,581$1.6M0.0%IndexVery LowAtlanta, GA2026-10-23
Crossmark Global Holdings, Inc.
23,567$1.6M0.0%GARPMediumHouston, TX2026-10-21
Mitchell & Pahl Private Wealth, LLC
23,511$1.6M0.6%CoreVery LowOklahoma City, OK2026-10-14
Mutual of America Capital Management LLC
23,062$1.6M0.0%IndexLowNew York, NY2026-10-23
Farther Finance Advisors, LLC
22,880$1.5M0.0%IndexLowSan Francisco, CA2026-10-08
Diversify Advisory Services, LLC
22,483$1.7M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
22,483$1.7M0.0%GrowthMediumSandy, UT2026-10-20
Pullen Investment Management, LLC
21,842$1.5M0.7%Deep ValueMediumBradenton, FL2026-10-23
Bank Julius Baer & Co. Ltd, Zurich
21,403$1.4M0.0%GrowthMediumZurich, Switzerland2026-10-29
TD Private Client Wealth LLC
21,036$1.4M0.0%ETFLowNew York, NY2026-10-28
Sage Capital Advisors,llc
20,793$1.4M0.3%CoreLowSioux Falls, SD2026-10-13
D.A. Davidson & Co.
20,755$1.4M0.0%CoreLowGreat Falls, MT2026-10-28
Tuttle Capital Management, LLC
20,621$1.4M0.6%GrowthHighRiverside, CT2026-10-21
Citizens National Bank Trust Department
19,797$1.3M0.2%CoreVery LowMeridian, MS2026-11-04
Brookstone Capital Management
19,607$1.3M0.0%ETFMediumWheaton, IL2026-10-22
Fideuram Asset Management (Ireland) dac
18,815$1.3M0.0%CoreHighDublin 1, Lithuania2026-10-29
Gulf International Bank (UK) Ltd
18,791$1.3M0.1%CoreVery LowLondon, United Kingdom2026-10-20
Investment Planning Advisors, Inc.
18,653$1.3M0.3%ETFMediumCumming, GA2026-10-14
Davenport & Co LLC
17,918$1.2M0.0%CoreMediumRichmond, VA2026-10-14
BI Asset Management Fondsmaeglerselskab A/S
17,881$1.2M0.0%CoreMediumKobenhavn, Greece2026-10-22
Almanack Investment Partners, Llc.
17,736$1.2M0.1%ETFMediumNewtown Square, PA2026-11-03
HUB Investment Partners, LLC
17,725$1.2M0.0%GrowthLowAustin, TX2026-11-03
111 Capital
17,689$1.2M0.2%CoreVery HighParis, India2026-11-03
Tobam
17,685$1.2M0.9%ValueHighParis, India2026-11-03
TD Waterhouse Canada Inc.
16,977$1.2M0.0%CoreLowToronto, Australia2026-10-16
Trust Co of Vermont
16,852$1.1M0.0%CoreVery LowBrattleboro, VT2026-10-21
Brown, Lisle Ings, Inc.
16,780$1.1M0.3%CoreVery LowProvidence, RI2026-10-16
Fifth Third Wealth Advisors LLC
16,392$1.1M0.0%IndexVery LowCincinnati, OH2026-10-22
Sepio Capital, LP
16,382$1.1M0.0%ETFLowSalt Lake City, UT2026-10-22
Chicago Partners Investment Group LLC
16,096$1.2M0.0%GARPLowChicago, IL2026-10-27
Brighton Jones LLC
15,829$1.1M0.0%CoreVery LowSeattle, WA2026-11-03
Elevation Point Wealth Partners, LLC
15,293$1.0M0.0%CoreHighDenver, CO2026-11-05
Gateway Investment Advisers LLC
15,188$1.0M0.0%GrowthLowCincinnati, OH2026-10-13
Wedbush Securities Inc
15,120$1.0M0.1%CoreLowPasadena, CA2026-10-22
Alamar Capital Management, LLC
15,101$1.0M0.5%GrowthMediumSanta Barbara, CA2026-11-02
Citizens Financial Group Inc
15,056$1.0M0.0%GrowthLowProvidence, RI2026-10-23
Praxis Investment Management Inc
14,737$995.0K0.1%CoreLowGoshen, IN2026-11-03
Gamma Investing LLC
14,652$989.6K0.0%IndexVery LowFoster City, CA2026-10-08
Stegent Equity Advisors, Inc.
14,327$967.6K0.8%ETFHighHouston, TX2026-10-13
Prospera Financial Services Inc
14,004$1.0M0.0%CoreMediumDallas, TX2026-11-04
Ashton Thomas Private Wealth, LLC
13,928$940.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Allspring Global Investments Holdings, LLC
13,758$948.0K0.0%CoreMediumCharlotte, NC2026-11-04
ABN Amro Investment Solutions
13,675$923.6K0.0%GrowthLowParis Cedex 008, India2026-10-21
Compass Wealth Management LLC
13,331$900.4K0.2%GARPLowGuilford, CT2026-10-22
Tokio Marine Asset Management Co LTD
12,977$876.5K0.0%GrowthLowTokyo, Mexico2026-10-26
Kornitzer Capital Management Inc
12,938$873.8K0.0%CoreLowShawnee Mission, KS2026-11-03
Swedbank AB
12,376$835.9K0.0%GrowthLowStockholm, Sweden2026-10-27
Hartford Investment Management Co
12,360$834.8K0.0%IndexVery LowHartford, CT2026-11-04
Candriam S.C.A.
12,244$830.0K0.0%GrowthMediumStrassen, Netherlands2026-11-03
StoneRidge PMG Advisors, LLC
11,391$769.0K1.0%N/AN/ARadnor, PA2026-11-04
Evergreen Capital Management LLC
11,232$758.6K0.0%GARPMediumBellevue, WA2026-10-23
Trueblood Wealth Management, LLC
11,231$758.6K0.3%CoreLowLima, OH2026-10-23
Louisiana State Employees Retirement System
11,100$749.7K0.0%IndexLowBaton Rouge, LA2026-10-20
Tectonic Advisors LLC
10,995$742.6K0.0%YieldLowFrisco, TX2026-10-22
Aprio Wealth Management, LLC
10,552$712.7K0.0%ETFMediumAtlanta, GA2026-10-28
Net Worth Advisory Group
10,440$719.4K0.2%GARPMediumSandy, UT2026-10-20
Rydar Equities, Inc.
10,396$724.9K0.4%CoreVery LowWeatherford, TX2026-10-13
OpenArc Corporate Advisory, LLC
10,287$694.8K0.0%GrowthLowAtlanta, GA2026-10-21
Murphy Pohlad Asset Management LLC
10,262$693.1K0.2%ValueLowEden Prairie, MN2026-10-22
BAM Wealth Management, LLC
10,175$687.2K0.4%ETFHighLakewood, CO2026-10-15
Wedmont Private Capital
10,146$731.0K0.0%IndexVery LowWest Chester, PA2026-10-09
Tema Etfs LLC
10,138$684.7K0.0%GrowthMediumNew York, NY2026-10-16
Dynamic Advisor Solutions LLC
9,985$674.4K0.0%ETFLowPhoenix, AZ2026-10-13
Park Avenue Securities LLC
9,899$669.0K0.0%ETFMediumNew York, NY2026-10-26
PensionDanmark Pensionsforsikringsaktieselskab
9,604$648.7K0.0%IndexLowCopenhagen O, Greece2026-10-19
Carmel Capital Partners, LLC
9,571$646.4K0.2%ValueMediumSan Diego, CA2026-11-03
Axxcess Wealth Management, LLC
9,559$645.6K0.0%CoreLowCarlsbad, CA2026-10-21
SeaBridge Investment Advisors LLC
9,445$637.9K0.1%GrowthMediumSummit, NJ2026-11-02
E. Ohman J:or Asset Management AB
9,347$631.3K0.0%GrowthMediumStockholm, Sweden2026-10-22
Lecap Asset Management LTD
9,223$622.9K0.3%ValueVery HighLondon, United Kingdom2026-10-27
AlphaCore Capital LLC
8,880$599.8K0.0%ETFLowLa Jolla, CA2026-11-04
Moody Lynn Lieberson & Walker, LLC
8,712$588.4K0.0%MomentumLowBoston, MA2026-10-14
Mather Group, Llc.
8,381$566.1K0.0%ETFMediumChicago, IL2026-10-14
Sagespring Wealth Partners, LLC
8,284$559.5K0.0%ETFLowFranklin, TN2026-10-22
Dorval Corp
8,065$544.7K0.2%ETFLowMaple Grove, MN2026-10-29
Avior Wealth Management, LLC
7,873$531.8K0.0%ETFMediumOmaha, NE2026-10-13
SAX Wealth Advisors, LLC
7,841$529.6K0.0%ETFVery LowParsippany, NJ2026-10-13
Fort Washington Investment Advisors Inc
7,726$521.8K0.0%CoreLowCincinnati, OH2026-10-15
Wealth Quarterback LLC
7,690$519.4K0.2%ETFMediumToms River, NJ2026-10-20
Apollon Wealth Management, LLC
7,647$516.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Spire Wealth Management
7,565$500.9K0.0%GrowthMediumMclean, VA2026-10-30
Aurelius Family Office LLC
7,519$507.8K0.2%ETFVery LowBedford, NH2026-10-23
Tufton Capital Management
7,385$498.0K0.2%CoreVery LowHunt Valley, MD2026-10-20
B. Metzler seel. Sohn & Co. AG
7,332$495.2K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Fiduciary Alliance LLC
7,237$488.8K0.0%CoreMediumGreenville, SC2026-10-13
Busey Bank
7,214$487.2K0.0%GrowthVery LowUrbana, IL2026-10-26
Eagle Harbor Asset Management Inc
6,959$470.0K0.4%GARPLowSeattle, WA2026-10-21
Anchyra Partners LLC
6,940$468.7K0.1%CoreLowAtlanta, GA2026-10-13
Daymark Wealth Partners, LLC
6,838$461.8K0.0%CoreLowCincinnati, OH2026-11-04
North Dakota State Investment Board
6,838$461.8K0.0%GrowthMediumBismarck, ND2026-10-27
Investment Partners Asset Management, Inc.
6,750$455.9K0.2%CoreLowMetuchen, NJ2026-10-09
International Assets Investment Management, LLC
6,588$453.9K0.0%CoreVery HighOrlando, FL2026-11-02
Signaturefd, LLC
6,484$437.9K0.0%IndexLowAtlanta, GA2026-10-23
Resonant Capital Advisors, LLC
6,441$435.0K0.0%ETFLowMadison, WI2026-10-15
Diligent Investors, LLC
6,411$433.0K0.1%CoreLowRedlands, CA2026-10-21
Quadrant Capital Group LLC
6,403$470.9K0.0%CoreLowCincinnati, OH2026-10-20
Parallel Advisors, LLC
6,332$427.6K0.0%IndexLowSan Francisco, CA2026-11-03
MBL Wealth, LLC
6,319$426.8K0.0%ETFLowCharlotte, NC2026-10-22
Sterling Capital Management LLC
6,230$420.8K0.0%GARPMediumCharlotte, NC2026-10-22
Baron Wealth Management LLC
6,219$420.0K0.1%CoreLowTroy, MI2026-10-27
Thrive Wealth Management, LLC
6,148$415.2K0.1%ETFVery LowAudubon, PA2026-10-13
Westco Advisory Services Inc
5,947$401.7K0.2%GrowthLowLynbrook, NY2026-10-14
Prime Capital Investment Advisors, LLC
5,879$397.1K0.0%ETFLowOverland Park, KS2026-10-20
Carnegie Investment Counsel
5,828$393.6K0.0%CoreLowPepper Pike, OH2026-10-20
CenterBook Partners LP
5,808$392.3K0.0%ValueVery HighGreenwich, CT2026-11-02
Romano Brothers and Company
5,770$389.7K0.0%CoreLowEvanston, IL2026-10-22
CWS Financial Advisors, LLC
5,716$386.1K0.1%ETFVery LowKalamazoo, MI2026-10-16
Lincoln Capital LLC
5,692$387.4K0.1%CoreVery LowLincoln, NE2026-10-09
Keybank National Association
5,631$380.3K0.0%CoreLowBrooklyn, OH2026-11-04
Strategy Asset Managers LLC
5,610$378.9K0.1%CoreLowPasadena, CA2026-10-14
Private Trust Co NA
5,606$378.6K0.0%CoreLowCleveland, OH2026-10-20
Pekin Hardy Strauss, Inc.
5,575$376.5K0.0%ValueMediumChicago, IL2026-11-02
Firethorn Wealth Partners, LLC
5,553$375.1K0.1%ETFLowAugusta, GA2026-10-14
Huntleigh Advisors, Inc.
5,521$372.9K0.1%GrowthMediumSt. Louis, MO2026-11-03
TruNorth Capital Management, LLC
5,520$372.8K0.1%ETFLowKalamazoo, MI2026-10-14
LVW Advisors, LLC
5,475$369.8K0.0%CoreMediumPittsford, NY2026-10-19
Assenagon Asset Management S.A.
5,361$362.1K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Atticus Wealth Management, LLC
5,300$358.0K0.1%ETFLowPalm Beach Gardens, FL2026-10-20
Beacon Financial Group
5,267$355.8K0.0%ETFMediumDallas, TX2026-10-19
Perpetual Ltd
5,228$353.1K0.0%ValueMediumSydney, New South Wales, China2026-10-13
Visionary Wealth Advisors
5,207$351.7K0.0%ETFLowO'Fallon, IL2026-11-04
Cassaday & Co Wealth Management LLC
5,198$351.1K0.0%ETFVery LowMclean, VA2026-10-27
Greenleaf Trust
5,190$350.5K0.0%CoreLowKalamazoo, MI2026-10-29
Cushing Capital Partners, LLC
5,179$349.8K0.2%ETFLowDelafield, WI2026-10-20
SteelPeak Wealth, LLC
5,170$349.2K0.0%GrowthHighWoodland Hills, CA2026-10-16
Mission Wealth Management, LP
5,137$347.0K0.0%ETFLowSanta Barbara, CA2026-10-15
Bryn Mawr Trust Advisors, LLC
5,117$345.6K0.0%CoreLowPhiladelphia, PA2026-11-04
Monument Capital Management
5,101$344.5K0.1%GARPHighAlexandria, VA2026-10-09
NorthCrest Asset Manangement, LLC
4,869$350.8K0.0%GrowthLowPlymouth, MN2026-10-13
Symmetry Partners, LLC
4,796$323.9K0.0%ETFLowGlastonbury, CT2026-10-27
Financial Security Advisor, Inc.
4,762$321.6K0.1%CoreLowVirginia Beach, VA2026-11-03
Cullen T Bankers, Inc.
4,688$316.6K0.0%GrowthLowSan Antonio, TX2026-10-28
Vontobel Holding Ltd.
4,604$311.0K0.0%CoreMediumZurich, Switzerland2026-10-16
Genesis Private Wealth, LLC
4,588$309.9K0.1%ETFLowAshburn, VA2026-11-02
Impact Capital Partners LLC
4,578$309.2K0.1%GrowthLowGreenwood Village, CO2026-10-22
CX Institutional
4,552$3070.0%CoreMediumAuburn, IN2026-10-02
Cyndeo Wealth Partners, LLC
4,478$302.4K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Accurate Wealth Management, LLC
4,428$325.7K0.0%CoreMediumWesley Chapel, FL2026-10-20
Krilogy Financial LLC
4,426$322.7K0.0%GrowthLowSt. Louis, MO2026-10-13
Crestwood Advisors Group, LLC
4,393$296.7K0.0%GrowthLowBoston, MA2026-10-27
Cadent Capital Advisors, LLC
4,387$296.3K0.1%ETFHighTulsa, OK2026-10-09
Claro Advisors Inc.
4,383$296.0K0.0%CoreLowBoston, MA2026-11-02
Curated Wealth Partners LLC
4,324$292.0K0.0%GARPLowEl Segundo, CA2026-10-15
Oppenheimer & Co Inc
4,305$290.8K0.0%CoreLowNew York, NY2026-10-26
Angeles Wealth Management, LLC
4,264$288.0K0.0%ETFLowSanta Monica, CA2026-10-26
Mountain Pacific Investment Advisers LLC
4,252$287.2K0.0%CoreVery LowBoise, ID2026-10-29
VestGen Advisors, LLC
4,234$286.0K0.0%GrowthMediumChicago, IL2026-10-27
EverSource Wealth Advisors, LLC
4,046$273.2K0.0%CoreMediumBirmingham, AL2026-11-04
Apella Capital, LLC
3,939$274.7K0.0%ETFVery LowWest Hartford, CT2026-10-08
Strs Ohio
3,920$264.8K0.0%CoreMediumColumbus, OH2026-10-30
Somerset Trust Co
3,917$264.6K0.1%CoreVery LowSomerset, PA2026-10-13
Teza Capital Management LLC
3,908$263.9K0.2%ValueHighAustin, TX2026-10-23
BIP Wealth, LLC
3,818$257.9K0.0%ETFMediumAtlanta, GA2026-10-22
Chilton Capital Management LLC
3,667$247.7K0.0%GrowthMediumHouston, TX2026-10-28
Nilsine Partners, LLC
3,664$247.5K0.0%CoreMediumGreenwood Village, CO2026-11-02
Certuity, LLC
3,660$247.2K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Global Wealth Management Investment Advisory, Inc.
3,631$245.2K0.0%CoreLowFort Lauderdale, FL2026-11-04
Paragon Advisors, LLC
3,619$244.4K0.0%ETFHighCollege Station, TX2026-11-03
Ignite Planners, LLC
3,571$246.0K0.0%CoreLowSan Clemente, CA2026-10-14
Woodward Diversified Capital, LLC
3,521$237.8K0.1%CoreLowBakersfield, CA2026-10-21
First Nebraska Trust Co
3,514$237.3K0.0%CoreVery LowLincoln, NE2026-10-30
Simplicity Wealth,LLC
3,514$237.3K0.0%ETFLowSummit, NJ2026-10-23
Avestar Capital, LLC
3,461$233.8K0.0%GrowthLowNew York, NY2026-10-28
Able Financial Group, LLC
3,391$229.0K0.0%ETFLowScottsdale, AZ2026-10-14
Sowell Financial Services LLC
3,384$228.5K0.0%CoreLowNorth Little Rock, AR2026-10-23
Fortitude Family Office, LLC
3,356$226.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Trust Asset Management LLC
3,346$226.0K0.0%ETFVery LowHouston, TX2026-11-03
Valeo Financial Advisors, LLC
3,332$225.0K0.0%ETFLowCarmel, IN2026-10-08
Steph & Co
3,328$224.8K0.1%ETFLowMarinette, WI2026-10-07
Indivisible Partners
3,317$224.0K0.0%GrowthMediumClearwater, FL2026-10-26
Arthur M. Cohen & Associates, LLC
3,300$222.9K0.0%GrowthVery LowNorthbrook, IL2026-10-26
B. Riley Wealth Advisors, Inc.
3,264$220.4K0.0%GrowthLowMemphis, TN2026-10-13
StoneX Group Inc.
3,263$220.4K0.0%ETFMediumNew York, NY2026-11-03
Levin Capital Strategies, L.P.
3,218$217.3K0.0%ValueMediumNew York, NY2026-11-02
Alpha Family Trust
3,195$225.3K0.1%GrowthLowLos Angeles, CA2026-11-04
Perigon Wealth Management, LLC
3,193$215.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Three Magnolias Financial Advisors, LLC
3,159$213.4K0.1%ETFLowWinston-Salem, NC2026-10-14
Childress Capital Advisors, LLC
3,134$211.6K0.0%GARPMediumHouston, TX2026-10-28
First Citizens Bank & Trust Co
3,128$211.3K0.0%CoreMediumRaleigh, NC2026-10-14
Bison Wealth, LLC
3,079$224.5K0.0%GrowthMediumAtlanta, GA2026-10-13
SYM Financial Corp
3,073$207.6K0.0%ETFVery LowWinona Lake, IN2026-10-26
Lantz Financial LLC
3,039$205.3K0.0%ETFLowNaperville, IL2026-10-15
State of Wyoming
2,913$196.7K0.0%ValueHighCheyenne, WY2026-10-28
Heritage Family Offices, LLP
2,784$188.0K0.1%GrowthHighScottsdale, AZ2026-11-02
Harbor Investment Advisory, LLC
2,624$177.2K0.0%GrowthLowLutherville, MD2026-10-13
SJS Investment Consulting Inc.
2,305$155.7K0.0%ETFVery LowSylvania, OH2026-10-26
St. Johns Investment Management Company, LLC
2,117$143.0K0.1%CoreVery LowJacksonville, FL2026-10-30
AlphaCentric Advisors LLC
2,082$140.6K0.1%CoreHighSan Juan, PR2026-11-03
JFS Wealth Advisors, LLC
2,035$137.5K0.0%ETFVery LowHermitage, PA2026-11-03
Fulcrum Asset Management LLP
1,991$135.8K0.0%CoreMediumLondon, United Kingdom2026-11-04
Versant Capital Management, Inc
1,781$120.3K0.0%GARPLowPhoenix, AZ2026-10-02
Root Financial Partners, LLC
1,402$94.7K0.0%ETFMediumEncinitas, CA2026-10-21
IFP Advisors, Inc
1,377$93.0K0.0%GrowthLowTampa, FL2026-10-16
Eastern Bank
1,352$91.3K0.0%GrowthMediumBoston, MA2026-10-05
First Pacific Financial
1,317$88.9K0.0%ETFLowVancouver, WA2026-10-14
Blue Trust, Inc.
1,248$84.3K0.0%ETFLowBrentwood, TN2026-10-15
Evermay Wealth Management LLC
1,110$75.0K0.0%ETFLowArlington, VA2026-11-05
Essential Partners LLC
1,108$74.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Reap Financial Group, LLC
1,099$74.2K0.0%ETFLowAustin, TX2026-11-02
KFG LLC
1,074$72.5K0.0%ETFN/ARapid City, SD2026-11-02
Capital Advisors, Ltd. LLC
1,072$72.0K0.0%ETFLowShaker Heights, OH2026-10-27
Provenance Wealth Advisors, LLC
1,036$70.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Simplex Trading, LLC
1,019$68.8K0.0%CoreVery HighChicago, IL2026-11-04
Duncker Streett & Co Inc
1,012$68.4K0.0%GrowthLowSt. Louis, MO2026-10-27
Cromwell Holdings LLC
911$61.5K0.0%IndexLowJackson, WY2026-10-28
Pinnacle Bancorp, Inc.
829$56.0K0.0%CoreVery LowBeatrice, NE2026-10-21
Hughes Financial Services, LLC
824$60.2K0.0%ETFLowHerndon, VA2026-10-30
Pinnacle Wealth Planning Services, Inc.
781$52.7K0.0%GARPLowMansfield, OH2026-10-27
PFS Partners, LLC
753$50.9K0.0%ETFVery LowMine Hill, NJ2026-10-21
Livforsakringsbolaget Skandia, Omsesidigt
696$47.0K0.0%GrowthMediumStockholm, Sweden2026-10-21
Davis Capital Management
680$45.9K0.0%CoreLowJacksonville, FL2026-10-08
Sarver Vrooman Wealth Advisors
649$43.8K0.0%ETFMediumKansas City, MO2026-10-01
Parkside Financial Bank & Trust
632$42.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Coastline Trust Co
622$42.0K0.0%GrowthVery LowProvidence, RI2026-10-01
Elyxium Wealth, LLC
621$42.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Horizon Financial Services, LLC
609$41.1K0.0%ETFLowWinston Salem, NC2026-11-04
Y.D. More Investments Ltd
598$40.4K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Creative Financial Designs Inc
588$39.7K0.0%ETFMediumKokomo, IN2026-11-04
Triumph Capital Management
587$39.6K0.0%ETFMediumDenver, CO2026-10-14
Deseret Mutual Benefit Administrators
579$39.1K0.0%CoreMediumSalt Lake City, UT2026-11-04
Raleigh Capital Management Inc.
557$37.6K0.0%CoreMediumCary, NC2026-10-28
Westside Investment Management, Inc.
550$37.9K0.0%GrowthLowSanta Monica, CA2026-11-02
Pittenger & Anderson Inc
547$36.9K0.0%CoreLowLincoln, NE2026-11-02
Lanark Financial, Inc.
535$36.1K0.0%CoreMediumBirmingham, AL2026-10-26
Wilmington Savings Fund Society, FSB
521$35.2K0.0%CoreLowWilmington, DE2026-10-23
Physician Wealth Advisors, Inc.
518$35.0K0.0%ETFMediumMidvale, UT2026-10-20
Highline Wealth Partners LLC
490$33.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
True Wealth Design, LLC
490$33.1K0.0%ETFMediumAkron, OH2026-10-13
MassMutual Private Wealth & Trust, FSB
438$29.6K0.0%CoreLowSpringfield, MA2026-10-05
CGC Financial Services, LLC
421$28.4K0.0%ETFLowLake Oswego, OR2026-10-13
Birch Financial Group, LLC
373$25.2K0.0%CoreLowKeene, NH2026-10-27
Hilltop National Bank
364$24.6K0.0%CoreLowCasper, WY2026-10-14
Barnes Dennig Private Wealth Management LLC
353$23.8K0.0%CoreLowCincinnati, OH2026-10-30
Entrust Financial LLC
352$23.8K0.0%ETFLowWayne, PA2026-11-04
Farmers & Merchants Investments Inc
339$22.9K0.0%CoreVery LowLincoln, NE2026-10-22
Armstrong Advisory Group, Inc
336$22.7K0.0%ETFHighNeedham, MA2026-10-09
Align Financial, LLC
334$22.6K0.0%ETFVery LowHermantown, MN2026-10-16
Leonteq Securities AG
319$21.5K0.0%CoreHighZurich, Switzerland2026-10-29
Covestor Ltd
316$210.0%ValueHighLondon, United Kingdom2026-10-30
Manchester Capital Management LLC
315$21.3K0.0%CoreLowManchester, VT2026-10-22
Asset Dedication, LLC
311$21.0K0.0%ETFLowSan Francisco, CA2026-11-03
SBI Securities Co., Ltd.
306$20.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Lynch Investment Planning, LLC
301$20.3K0.0%ETFLowNewtown Square, PA2026-10-27
Private Wealth Management Group, LLC
300$20.3K0.0%ETFLowPrinceton, NJ2026-10-19
Clark Wealth Partners
293$19.8K0.0%ETFVery LowO'Fallon, IL2026-10-19
CoreCap Advisors, LLC
289$19.5K0.0%ETFMediumSouthfield, MI2026-10-08
Ascentis Wealth Management, LLC
262$17.7K0.0%Agg GrowthLowDallas, TX2026-11-03
Financial Consulate, Inc
250$16.9K0.0%ETFLowHunt Valley, MD2026-10-23
Latitude Advisors, LLC
225$15.2K0.0%ETFLowYorkville, IL2026-10-27
Princeton Global Asset Management LLC
225$15.2K0.0%GrowthLowPrinceton, NJ2026-10-21
Buck Wealth Strategies, LLC
198$13.4K0.0%ValueMediumDenver, CO2026-10-28
Hager Investment Management Services, LLC
197$13.3K0.0%GrowthMediumNew London, NH2026-11-04
Ares Financial Consulting, LLC
175$11.8K0.0%CoreLowCalabasas, CA2026-10-19
Owl Creek Wealth Partners LLC
170$11.5K0.0%IndexLowGreenwood Village, CO2026-10-20
Ashurst Perkins Coie Trust Co
169$11.4K0.0%CoreVery LowSeattle, WA2026-10-15
IMG Wealth Management, Inc.
163$11.0K0.0%ETFMediumJacksonville, FL2026-10-27
SRH Advisors, LLC
163$11.0K0.0%ETFVery LowSalina, KS2026-10-22
Beacon Investment Advisory Services, Inc.
157$10.6K0.0%GrowthLowMorristown, NJ2026-10-13
Intesa Sanpaolo Wealth Management
150$10.1K0.0%GrowthMediumLuxembourg, Netherlands2026-10-28
Financial Management Professionals, Inc.
145$9.8K0.0%ETFMediumAustin, TX2026-10-23
Lloyd Advisory Services, Llc.
142$9.6K0.0%ETFVery HighSuwanee, GA2026-11-02
West Paces Advisors Inc.
123$8.3K0.0%ETFLowAtlanta, GA2026-10-13
MV Capital Management, Inc.
119$8.0K0.0%ETFLowBethesda, MD2026-10-29
DT Investment Partners, LLC
112$7.6K0.0%ETFVery LowChadds Ford, PA2026-10-27
Bokf, NA
110$7.4K0.0%CoreLowTulsa, OK2026-10-27
Trust Co
109$7.4K0.0%ETFVery LowManhattan, KS2026-10-09
Essential Investment Partners LLC
108$7.3K0.0%GrowthLowEnglewood, CO2026-10-27
Ascentis Independent Advisors
106$7.2K0.0%ETFLowDallas, TX2026-11-03
Kingdom Financial Group Llc.
102$6.9K0.0%ETFMediumPeoria, AZ2026-11-04
Rosenberg Matthew Hamilton
102$6.9K0.0%ETFVery LowGrand Junction, CO2026-10-05
Wolff Wiese Magana LLC
101$6.8K0.0%GrowthLowCarslbad, CA2026-10-15
Creative Capital Management Investments LLC
99$6.7K0.0%ETFLowSan Diego, CA2026-10-28
Bay Harbor Wealth Management, LLC
87$5.9K0.0%ETFMediumHunt Valley, MD2026-11-03
WPG Advisers, LLC
81$5.5K0.0%CoreLowBaltimore, MD2026-10-27
GK Wealth Management LLC
80$5.4K0.0%GARPVery HighReno, NV2026-10-09
Balance Wealth Partners LLC
76$5.2K0.0%ETFMediumWorthington, OH2026-10-27
Mascoma Wealth Management LLC
75$5.1K0.0%ETFVery LowHanover, NH2026-10-23
Country Trust Bank
74$5.0K0.0%GrowthLowBloomington, IL2026-10-30
Avion Wealth
74$40.0%ETFLowThe Woodlands, TX2026-11-04
Salomon & Ludwin, LLC
63$4.3K0.0%ETFVery LowRichmond, VA2026-10-29
Union Savings Bank
60$4.1K0.0%CoreLowLitchfield, CT2026-10-14
Tower View Wealth Management LLC
60$4.1K0.0%MomentumMediumShorewood, WI2026-10-23
Elevation Wealth Partners, LLC
60$4.1K0.0%ETFLowWalnut Creek, CA2026-10-07
DiNuzzo Private Wealth, Inc.
56$3.8K0.0%ETFLowBeaver, PA2026-10-16
Proathlete Wealth Management LLC
51$3.4K0.0%ETFVery LowBoca Raton, FL2026-10-15
Arlington Trust Co LLC
48$3.2K0.0%ETFMediumBirmingham, AL2026-10-20
North Star Investment Management Corp.
48$3.2K0.0%CoreLowChicago, IL2026-10-27
Signature Equity Partners, LLC
45$3.0K0.0%GrowthMediumColumbus, OH2026-10-29
First United Bank & Trust
43$2.9K0.0%CoreLowOakland, MD2026-10-22
Montgomery Financial Services LLC
29$2.0K0.0%ETFN/AOcean City, MD2026-11-03
Marquette Asset Management, LLC
29$2.0K0.0%ETFVery LowMinneapolis, MN2026-10-09
Burk Holdings LLC
28$1.9K0.0%ETFVery LowTulsa, OK2026-11-05
Sunrise Financial Services, LLC
27$1.8K0.0%ETFMediumBurien, WA2026-10-21
UMB Private Wealth Management, LLC
25$1.7K0.0%GrowthN/AKansas City, MO2026-10-19
Wealth Enhancement Trust Services, Inc.
25$1.7K0.0%GrowthMediumSioux Falls, SD2026-10-07
Bare Financial Services, Inc
25$1.7K0.0%ETFVery LowGap, PA2026-11-04
Pension & Wealth Management Advisors, Inc.
24$1.6K0.0%ETFLowWaltham, MA2026-10-16
Quest 10 Wealth Builders, Inc.
23$1.6K0.0%ETFLowFuquay-Varina, VA2026-11-02
Bell Investment Advisors, Inc
23$1.6K0.0%ETFVery LowOrinda, CA2026-10-29
Bfsg, LLC
21$1.4K0.0%CoreLowIrvine, CA2026-10-30
James T. Borello RIA
20$1.4K0.0%ETFVery LowEast Dundee, IL2026-10-16
Key FInancial Inc
19$1.3K0.0%ETFLowWest Chester, PA2026-11-02
Networth Advisors, LLC
16$1.1K0.0%ETFMediumCanonsburg, PA2026-11-03
Cedar Mountain Advisors, LLC
16$1.1K0.0%ETFVery LowLake Oswego, OR2026-10-15
First Horizon Corp
15$1.0K0.0%CoreLowMemphis, TN2026-10-26
Navigoe, LLC
15$10.0%ETFVery LowRedondo Beach, CA2026-11-04
Planning Strategies Inc.
12$8100.0%ETFN/ALancaster, PA2026-10-02
Key Capital Management, Inc
12$8100.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Cape Investment Advisory, Inc.
10$6750.0%ETFLowMcdonough, GA2026-10-13
DecisionPoint Financial, LLC
10$6890.0%ETFVery LowMesa, AZ2026-10-27
WestEnd Advisors, LLC
10$6750.0%ETFMediumCharlotte, NC2026-10-27
Albion Financial Group
9$6230.0%GrowthLowSalt Lake City, UT2026-10-21
Valley National Advisers Inc
9$6080.0%ETFLowBethlehem, PA2026-10-23
Quaker Wealth Management, LLC
9$6080.0%ETFMediumMoorestown, NJ2026-10-22
Maseco LLP
9$6080.0%ETFVery LowLondon, United Kingdom2026-10-27
American Capital Advisory, LLC
8$5410.0%ETFLowKetchum, ID2026-10-28
Evolution Wealth Management Inc.
7$4730.0%ETFMediumFort Myers, FL2026-10-28
Nemes Rush Group LLC
6$4050.0%CoreVery LowNovi, MI2026-11-04
Nvwm, LLC
5$3380.0%GrowthMediumYardley, PA2026-10-14
Godsey & Gibb, Inc
3$2030.0%CoreLowRichmond, VA2026-10-14
Maryland Capital Advisors Inc.
3$2030.0%ETFVery LowChester, MD2026-10-15
TFC Financial Management, Inc.
3$2030.0%ETFVery LowBoston, MA2026-10-26
Compass Financial Management LLC
2$1350.0%CoreN/ATampa, FL2026-10-30
3 Factor Indexing, LLC
1$680.0%ETFLowSacramento, CA2026-10-15
Signature Resources Capital Management, LLC
1$680.0%ETFLowNewport Beach, CA2026-10-16
Illumine Investment Management, LLC
0$3.4M2.3%Agg GrowthVery LowPoulsbo, WA2026-10-22