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Berkshire Hathaway Inc (BRK/A)

CUSIP: 084670108 | NYSE | Financial Services · Insurance - Diversified | Mega Cap | 2728 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
13D/AWarren E. Buffett188,29038.2%−8,027Jul 14, 2026No 13F filer matched
13D/AWarren E. Buffett188,290
38.2% of class · Jul 14, 2026−8,027
No 13F filer matched

Institutional Holders — Q3 2026

Vestor Capital, LLC111,536
0.6% of portfolio›$10.0K
Everett Harris & Co1,416
12.5% of portfolio›$1.1B
Markel Group Inc.1,114
6.5% of portfolio›$832.2M
Hikari Power Ltd458
0.9% of portfolio›$342.1K
Allen Holding Inc294
19.1% of portfolio›$219.6M
Canton Hathaway, LLC277
40.4% of portfolio›$206.9M
Armstrong Henry H Associates Inc268
17.9% of portfolio›$200.2M
Laurel Wealth Advisors LLC262
18.2% of portfolio›$195.7M
Creative Planning212
0.1% of portfolio›$158.3M
Rede Wealth, LLC208
51.0% of portfolio›$155.4M
Auto-Owners Insurance Co156
3.6% of portfolio›$116.5M
Tweedy, Browne Co LLC144
8.8% of portfolio›$107.6M
State of Michigan Retirement System116
0.4% of portfolio›$86.7M
General American Investors Co Inc110
4.8% of portfolio›$82.2M
ASO Group Ltd110
0.1% of portfolio›$82.2K
Well Done, LLC105
10.7% of portfolio›$78.4M
Mill Capital Management, LLC100
4.9% of portfolio›$74.7M
Professional Advisory Services Inc100
0.0% of portfolio›$747
Hartline Investment Corp/91
7.0% of portfolio›$68.0M
Bank Pictet & Cie (Europe) AG89
1.3% of portfolio›$66.5M
Accredited Investors Inc.89
2.9% of portfolio›$66.5M
ACR Alpine Capital Research, LLC85
0.9% of portfolio›$63.5M
Eastern Bank81
0.9% of portfolio›$60.5M
Choreo, LLC80
0.6% of portfolio›$59.8M
Wilmington Savings Fund Society, FSB74
1.3% of portfolio›$55.3M
Commonwealth Equity Services, LLC70
0.1% of portfolio›$52.3M
Northwestern University66
76.5% of portfolio›$49.3M
B. Metzler seel. Sohn & Co. AG65
0.4% of portfolio›$48.6M
I.G.Y. Ltd65
19.6% of portfolio›$48.6M
DekaBank Deutsche Girozentrale62
0.0% of portfolio›$46.7K
Security National Bank62
5.4% of portfolio›$46.3M
Cambridge Investment Research Advisors, Inc.60
0.0% of portfolio›$44.8K
D.A. Davidson & Co.58
0.2% of portfolio›$43.3M
Hamilton Point Investment Advisors, LLC57
5.9% of portfolio›$42.6M
Lincoln Capital LLC55
7.2% of portfolio›$41.1M
Oslo Pensjonsforsikring AS54
4.7% of portfolio›$40.3M
Crestwood Advisors Group, LLC53
0.6% of portfolio›$39.6M
Ninety One UK Ltd51
0.1% of portfolio›$38.1M
Kelleher Financial Advisors48
9.5% of portfolio›$35.9M
Robeco Institutional Asset Management B.V.47
0.0% of portfolio›$35.1M
Postrock Partners LLC44
13.2% of portfolio›$32.9M
Truist Financial Corp44
0.0% of portfolio›$32.9M
Allen Operations LLC41
3.2% of portfolio›$30.6M
Fenimore Asset Management Inc41
0.7% of portfolio›$30.6M
Sumitomo Mitsui Trust Group, Inc.40
0.0% of portfolio›$29.9M
Prodigy Asset Management LLC39
8.7% of portfolio›$29.1M
First Citizens Bank & Trust Co38
0.4% of portfolio›$28.4M
Segment Wealth Management, LLC38
1.5% of portfolio›$28.4M
Farmers & Merchants Investments Inc37
0.7% of portfolio›$27.6M
Parsons Capital Management Inc36
1.2% of portfolio›$26.9M
Pittenger & Anderson Inc34
0.9% of portfolio›$25.4M
Hennessy Advisors Inc33
0.1% of portfolio›$1.5M
James T. Borello RIA33
5.1% of portfolio›$24.7M
Perennial Advisors, LLC33
3.7% of portfolio›$24.7M
General Partner, Inc.33
13.2% of portfolio›$24.7M
Private Management Group Inc33
0.7% of portfolio›$24.7M
Lido Advisors, LLC32
0.1% of portfolio›$23.9M
Union Savings Bank32
9.6% of portfolio›$23.9M
Aaron Wealth Advisors LLC32
1.2% of portfolio›$23.9M
Granite FO LLC31
12.4% of portfolio›$23.2M
Kestra Advisory Services, LLC31
0.1% of portfolio›$23.2M
Pinnacle Bancorp, Inc.31
6.2% of portfolio›$23.2M
Busey Bank31
0.6% of portfolio›$23.2M
Bank Julius Baer & Co. Ltd, Zurich30
0.1% of portfolio›$22.6M
Silverleafe Capital Partners, LLC28
6.0% of portfolio›$20.9M
Greenleaf Trust28
0.2% of portfolio›$20.9M
Wealth Enhancement Advisory Services, LLC28
0.0% of portfolio›$18.4M
Harvey Investment Co LLC27
0.0% of portfolio›$20.2K
HB Wealth Management, LLC27
0.1% of portfolio›$20.2M
BigSur Wealth Management LLC26
4.6% of portfolio›$19.4M
Brighton Jones LLC24
0.3% of portfolio›$17.9M
Davenport & Co LLC24
0.1% of portfolio›$17.9M
Spinnaker Investment Group, LLC23
2.7% of portfolio›$17.2M
Locust Wood Capital Advisers, LLC23
0.4% of portfolio›$17.2M
Patten Group, Inc.23
2.6% of portfolio›$17.2M
Cullen T Bankers, Inc.22
0.2% of portfolio›$16.4M
Ascentis Wealth Management, LLC22
2.7% of portfolio›$16.4M
Saybrook Capital22
4.1% of portfolio›$16.4M
Washington Trust Co22
0.5% of portfolio›$16.4M
First Nebraska Trust Co21
1.3% of portfolio›$15.7M
Gibson Capital, LLC21
2.7% of portfolio›$15.7M
Seven Post Investment Office LP21
4.8% of portfolio›$15.7M
WoodTrust Financial Corp21
0.0% of portfolio›$15.7K
Plan Group Financial, LLC21
3.3% of portfolio›$17.0M
Plan A Wealth LLC20
5.3% of portfolio›$14.9M
PDS Planning, Inc20
0.8% of portfolio›$14.9M
LexAurum Advisors, LLC20
1.7% of portfolio›$14.9M
SAX Wealth Advisors, LLC20
0.4% of portfolio›$14.9M
Apollon Wealth Management, LLC20
0.2% of portfolio›$14.9M
Lubar & Co., Inc20
13.9% of portfolio›$14.9M
Birch Financial Group, LLC20
7.0% of portfolio›$14.9M
Guardian Financial Partners, LLC20
5.7% of portfolio›$14.9M
Sapient Capital LLC20
0.2% of portfolio›$14.9M
Pflug Koory, LLC20
6.2% of portfolio›$14.9M
Wealth Enhancement Trust Services, Inc.20
1.6% of portfolio›$14.9M
Park National Corp19
0.4% of portfolio›$14.2M
JFS Wealth Advisors, LLC19
0.7% of portfolio›$14.2M
Axxion S.A.18
0.9% of portfolio›$13.4M
Foster Group, Inc.18
0.4% of portfolio›$13.4M
Grandfield & Dodd, LLC17
0.7% of portfolio›$12.7M
Essex Bank16
2.4% of portfolio›$12.0M
Pacific Capital Partners Ltd15
8.5% of portfolio›$11.2M
Arthur M. Cohen & Associates, LLC15
1.7% of portfolio›$11.2M
Shayne & Jacobs, LLC15
3.3% of portfolio›$11.2M
Destiny Wealth Partners, LLC15
1.3% of portfolio›$12.5M
Cambridge Advisors Inc.15
1.9% of portfolio›$11.2M
Carret Asset Management, LLC15
1.0% of portfolio›$11.2M
Rossmore Private Capital15
0.9% of portfolio›$11.2M
Smith Chas P & Associates PA Cpas14
0.5% of portfolio›$11.2M
Mather Group, Llc.14
0.1% of portfolio›$10.5M
Aviance Capital Partners, LLC14
1.1% of portfolio›$10.5M
Swedbank AB14
0.0% of portfolio›$10.5M
Strata Wealth Advisors, LLC14
2.5% of portfolio›$10.5M
Traphagen Investment Advisors LLC14
0.7% of portfolio›$10.5M
Carnegie Investment Counsel14
0.2% of portfolio›$10.5M
Oppenheimer & Co Inc14
0.1% of portfolio›$10.5M
Griffin Asset Management, Inc.13
1.0% of portfolio›$9.7M
Baker Ellis Asset Management LLC13
1.1% of portfolio›$9.7M
Rubicon Global Capital Ltd13
3.3% of portfolio›$9.7M
Brookstone Capital Management12
0.1% of portfolio›$9.0M
OFS Enterprise LLC12
2.3% of portfolio›$9.0M
Farmers & Merchants Trust Co of Long Beach12
1.9% of portfolio›$9.0M
Lmcg Investments, LLC12
0.5% of portfolio›$9.0M
Virginia Wealth Management Group, Inc.12
4.4% of portfolio›$9.0M
Bellecapital International Ltd.12
1.3% of portfolio›$9.0M
Parkside Financial Bank & Trust11
0.5% of portfolio›$8.2M
Cornerstone Management, Inc.11
1.2% of portfolio›$8.2M
Absolute Capital Management, LLC11
1.9% of portfolio›$8.2M
Montag A & Associates Inc11
0.4% of portfolio›$8.2M
Simon Quick Advisors, LLC11
0.3% of portfolio›$8.2M
Sutton Place Investors LLC10
3.5% of portfolio›$7.5M
Allen Investment Management, LLC10
0.1% of portfolio›$7.5M
Farther Finance Advisors, LLC10
0.1% of portfolio›$7.5M
GC Wealth Management RIA, LLC10
0.4% of portfolio›$7.5M
Cidel Asset Management Inc10
0.4% of portfolio›$7.5M
Barton Investment Management10
0.9% of portfolio›$7.5M
Salem Investment Counselors Inc10
0.2% of portfolio›$7.5M
Oliver Luxxe Assets LLC10
1.2% of portfolio›$7.5M
Glenview Trust Co9
0.1% of portfolio›$6.7M
Valeo Financial Advisors, LLC9
0.1% of portfolio›$6.7M
Arkfeld Wealth Strategies, L.L.C.9
1.9% of portfolio›$6.8M
Prospera Financial Services Inc9
0.1% of portfolio›$7.3M
Venture Visionary Partners LLC9
0.2% of portfolio›$6.7M
Sanders Morris Harris LLC9
0.9% of portfolio›$6.7M
Piedmont Capital Management, LLC9
4.0% of portfolio›$6.7M
Trifecta Capital Advisors, LLC9
0.8% of portfolio›$6.7M
Ferguson Wellman Capital Management, Inc9
0.1% of portfolio›$6.7M
Mogy Joel R Investment Counsel Inc9
0.4% of portfolio›$6.7M
Weil Company, Inc.9
1.2% of portfolio›$6.7M
WealthPlan Investment Management, LLC9
0.3% of portfolio›$6.7M
Cornell Pochily Investment Advisors, Inc.9
1.8% of portfolio›$6.7M
Badgley Phelps Wealth Managers, LLC9
0.1% of portfolio›$6.7M
TigerOak Management, L.L.C.8
1.6% of portfolio›$6.0M
Mission Wealth Management, LP8
0.1% of portfolio›$6.0M
Argos Wealth Advisors, LLC8
1.6% of portfolio›$6.0M
Pecaut & Co.8
1.7% of portfolio›$6.0M
1900 Wealth Management LLC8
0.3% of portfolio›$6.0M
Courier Capital LLC8
0.3% of portfolio›$6.0M
Factor Wealth Management LTD8
0.9% of portfolio›$6.0M
Citizens Financial Group Inc8
0.1% of portfolio›$6.0M
Louisbourg Investments Inc.8
1.1% of portfolio›$6.0M
Aire Advisors, LLC8
1.0% of portfolio›$6.0M
Balboa Wealth Partners8
0.8% of portfolio›$6.0M
Blue Water Asset Management8
1.9% of portfolio›$6.0M
M Holdings Securities, Inc.7
0.0% of portfolio›$5.8K
Northside Capital Management, LLC7
0.4% of portfolio›$5.2M
Atwood & Palmer Inc7
0.3% of portfolio›$5.2M
Montis Financial, LLC7
1.1% of portfolio›$5.2M
Bradyco, Inc.7
3.6% of portfolio›$5.2M
Chilton Capital Management LLC7
0.2% of portfolio›$5.2M
Wedmont Private Capital7
0.1% of portfolio›$5.4M
Sterling Investment Management, LLC7
2.8% of portfolio›$5.2M
Midwest Trust Co7
0.1% of portfolio›$5.2M
Durante & Waters, LLC7
3.4% of portfolio›$5.2M
Evergreen Capital Management LLC7
0.1% of portfolio›$5.2M
Nicholas Hoffman & Company, Llc.7
0.1% of portfolio›$5.2M
Beese Fulmer Investment Management, Inc.7
0.3% of portfolio›$5.2M
Bright Financial Advisors, Inc.7
2.2% of portfolio›$5.2M
Wealthcare Advisory Partners LLC7
0.1% of portfolio›$5.2M
Allen Capital Group, LLC7
0.4% of portfolio›$5.2M
Iowa State Bank7
0.9% of portfolio›$5.2M
Lawson Kroeker Investment Management Inc7
1.5% of portfolio›$5.2M
Apella Capital, LLC7
0.1% of portfolio›$5.3M
Equitable Trust Co7
0.2% of portfolio›$5.2M
Mraz, Amerine & Associates, Inc.7
0.8% of portfolio›$5.2M
Manchester Capital Management LLC7
0.7% of portfolio›$5.2M
Guyasuta Investment Advisors Inc7
0.3% of portfolio›$5.2M
Intelligent Financial Strategies7
2.5% of portfolio›$5.2M
Graves Light Lenhart Wealth, Inc.6
0.4% of portfolio›$4.5M
CWA Asset Management Group, LLC6
0.1% of portfolio›$4.5M
Daymark Wealth Partners, LLC6
0.1% of portfolio›$4.5M
Journey Advisory Group, LLC6
0.3% of portfolio›$4.5M
Cassaday & Co Wealth Management LLC6
0.1% of portfolio›$4.5M
Patriot Investment Management Group, Inc.6
0.3% of portfolio›$4.5M
First Horizon Corp6
0.2% of portfolio›$4.5M
71 West Capital Partners6
0.1% of portfolio›$4.5M
Parthenon LLC6
0.5% of portfolio›$4.5M
Caldwell Trust Co6
0.4% of portfolio›$4.5M
North Star Investment Management Corp.6
0.2% of portfolio›$4.5M
Townsend & Associates, Inc6
0.4% of portfolio›$4.8M
Whitegate Investment Counselors, Inc.6
1.3% of portfolio›$4.5M
First Business Financial Services, Inc.6
0.4% of portfolio›$4.5M
Birinyi Associates Inc6
0.0% of portfolio›$4.5K
Parallel Advisors, LLC6
0.1% of portfolio›$4.5M
Sunpointe, LLC6
1.4% of portfolio›$4.5M
Aprio Wealth Management, LLC6
0.2% of portfolio›$4.5M
OpenArc Corporate Advisory, LLC6
0.1% of portfolio›$4.5M
Principle Wealth Partners LLC6
0.2% of portfolio›$4.5M
Lavelle Capital LP5
2.0% of portfolio›$3.7M
OceanIQ Capital, LLC5
2.1% of portfolio›$3.9M
Cortland Associates Inc5
0.5% of portfolio›$3.7M
Adkins Seale Capital Management LLC5
3.1% of portfolio›$3.7M
RMR Capital Management, LLC5
2.6% of portfolio›$3.7M
Washington Trust Advisors, Inc.5
0.3% of portfolio›$3.7M
Barlow Wealth Partners, LLC5
0.4% of portfolio›$3.8M
Robertson Stephens Wealth Management, LLC5
0.1% of portfolio›$3.7M
Concurrent Investment Advisors, LLC5
0.0% of portfolio›$3.7M
Alpine Bank Wealth Management5
0.5% of portfolio›$3.7M
Blankinship & Foster, LLC5
0.8% of portfolio›$3.7M
Verity & Verity, LLC5
0.2% of portfolio›$3.7M
MGO One Seven LLC5
0.1% of portfolio›$3.7M
Narwhal Capital Management5
0.3% of portfolio›$3.7M
Americana Partners, LLC5
0.1% of portfolio›$3.7M
Dixon Fnancial Services, Inc.5
1.5% of portfolio›$3.7M
Tarbox Family Office, Inc.5
0.5% of portfolio›$3.7M
Foundation Resource Management Inc5
0.4% of portfolio›$3.7M
Murphy, Middleton, Hinkle & Parker, Inc.5
1.5% of portfolio›$3.7M
Richard C. Young & Co., Ltd.5
0.3% of portfolio›$3.7M
Citizens National Bank Trust Department5
0.5% of portfolio›$3.7M
Goldstein Advisors, LLC5
0.3% of portfolio›$3.7M
Hilltop National Bank5
0.8% of portfolio›$3.7M
Cutler Investment Counsel LLC5
0.4% of portfolio›$3.7M
Navigoe, LLC5
0.0% of portfolio›$3.7K
Gryphon Financial Partners LLC5
0.3% of portfolio›$3.7M
NBT Bank, N.A.5
0.3% of portfolio›$3.7M
Angeles Wealth Management, LLC5
0.2% of portfolio›$3.7M
Twelve Points Wealth Management LLC5
0.8% of portfolio›$4.1M
Old National Bancorp5
0.1% of portfolio›$3.7M
Confluence Investment Management LLC5
0.1% of portfolio›$3.7M
Kingswood Wealth Advisors, LLC5
0.1% of portfolio›$3.7M
St. Louis Trust Co5
0.4% of portfolio›$3.7M
Corda Investment Management, Llc.5
0.2% of portfolio›$3.7M
Obermeyer Wealth Partners5
0.1% of portfolio›$3.7M
Valley Forge Investment Consultants Inc ADV5
0.9% of portfolio›$3.7M
Amplius Wealth Advisors, LLC5
0.3% of portfolio›$3.7M
Atria Investments, Inc5
0.0% of portfolio›$3.7M
Signaturefd, LLC5
0.0% of portfolio›$3.7M
Elevation Point Wealth Partners, LLC5
0.1% of portfolio›$3.7M
Sage Investment Counsel LLC4
3.0% of portfolio›$3.0M
Nadler Financial Group, Inc.4
0.2% of portfolio›$3.0M
Kestra Private Wealth Services, LLC4
0.0% of portfolio›$3.0M
Marietta Wealth Management, LLC4
0.3% of portfolio›$3.2M
Santa Monica Partners LP4
0.0% of portfolio›$3.0K
Manitou Investment Management Ltd.4
0.6% of portfolio›$3.0M
Indivisible Partners4
0.1% of portfolio›$3.0M
MV Capital Management, Inc.4
0.3% of portfolio›$3.0M
Victory Financial Group, LLC4
0.3% of portfolio›$3.0M
Curbstone Financial Management Corp4
0.5% of portfolio›$3.0M
Pinnacle Associates LTD4
0.0% of portfolio›$3.0M
Schaper Benz & Wise Investment Counsel Inc4
0.2% of portfolio›$3.0M
Flossbach VON Storch SE4
0.0% of portfolio›$3.0M
Gateway Investment Advisers LLC4
0.0% of portfolio›$3.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4
0.0% of portfolio›$3.0M
Asset One Wealth Management LLC4
0.3% of portfolio›$3.0M
PFG Private Wealth Management, LLC4
1.3% of portfolio›$3.0M
Avondale Wealth Management4
1.3% of portfolio›$3.0M
Curated Wealth Partners LLC4
0.2% of portfolio›$3.0M
Johnson Financial Group, LLC4
0.1% of portfolio›$3.0M
Steginsky Capital LLC4
0.0% of portfolio›$3.0K
American National Bank & Trust4
0.3% of portfolio›$3.0M
HUB Investment Partners, LLC4
0.1% of portfolio›$3.0M
Coastline Trust Co4
0.3% of portfolio›$3.0M
Avior Wealth Management, LLC4
0.1% of portfolio›$3.0M
Gibraltar Capital Management, Inc.4
0.4% of portfolio›$3.0M
NorthCrest Asset Manangement, LLC4
0.1% of portfolio›$3.1M
Baxter Bros Inc4
0.3% of portfolio›$3.0M
University of Maryland Foundation, Inc.4
0.0% of portfolio›$3.0K
Fogel Capital Management, Inc.4
1.1% of portfolio›$3.0M
Ridgecrest Wealth Partners, LLC4
1.4% of portfolio›$3.0M
Kennon-Green & Company, LLC4
2.3% of portfolio›$3.0M
Cambridge Financial Group, LLC4
0.9% of portfolio›$3.0M
Kwmg, LLC4
0.2% of portfolio›$3.0M
Financial Management Network Inc4
0.4% of portfolio›$3.0M
Clark Asset Management, LLC4
0.2% of portfolio›$3.0M
Summit Financial Strategies, Inc.4
0.2% of portfolio›$3.0M
Bond & Devick Financial Network, Inc.4
0.7% of portfolio›$3.0M
Cyndeo Wealth Partners, LLC4
0.1% of portfolio›$3.0M
Advantage Trust Co4
1.1% of portfolio›$3.0M
DeDora Capital, Inc.4
0.7% of portfolio›$3.0M
TFC Financial Management, Inc.4
0.3% of portfolio›$3.0M
Axxcess Wealth Management, LLC4
0.1% of portfolio›$3.0M
One Day In July LLC4
0.2% of portfolio›$3.0M
Reynders McVeigh Capital Management, LLC4
0.1% of portfolio›$3.0M
Canvas Wealth Advisors, LLC4
0.4% of portfolio›$3.3M
Masterinvest Kapitalanlage GmbH4
0.3% of portfolio›$3.0M
Heritage Investment Group, Inc.4
0.4% of portfolio›$3.0M
Indiana Trust & Investment Management Co4
0.8% of portfolio›$3.0M
Gibbs Wealth Management4
0.3% of portfolio›$3.0M
Holcombe Financial, Inc.3
1.2% of portfolio›$2.2M
NavPoint Financial, Inc.3
0.8% of portfolio›$2.2M
Boston Common Asset Management, LLC3
0.1% of portfolio›$2.2M
Associated Banc-Corp3
0.1% of portfolio›$2.2M
3Chopt Investment Partners, LLC3
0.4% of portfolio›$2.2M
Kanawha Capital Management LLC3
0.1% of portfolio›$2.2M
Carderock Capital Management Inc3
0.5% of portfolio›$2.2M
Dynamic Advisor Solutions LLC3
0.1% of portfolio›$2.2M
North Berkeley Wealth Management, LLC3
0.9% of portfolio›$2.2M
Silver Lake Advisory, LLC3
0.8% of portfolio›$2.2M
Live Oak Private Wealth LLC3
0.3% of portfolio›$2.2M
Sage Mountain Advisors LLC3
0.1% of portfolio›$2.2M
Dimensional Fund Advisors LP3
0.0% of portfolio›$2.2M
Integral Investment Advisors, Inc.3
0.5% of portfolio›$2.2M
Cypress Point Wealth Management, LLC3
0.2% of portfolio›$2.2M
Exchange Bank3
1.4% of portfolio›$2.2M
Bank of New Hampshire3
0.5% of portfolio›$2.2M
Philip James Wealth Mangement, LLC3
0.2% of portfolio›$2.2M
Archford Capital Strategies, LLC3
0.2% of portfolio›$2.2M
Kings Path Partners LLC3
0.6% of portfolio›$2.2M
Spectrum Asset Management, Inc. (NB )3
0.6% of portfolio›$2.2M
Rare Wolf Capital LLC3
1.3% of portfolio›$2.2M
Focused Alpha, LLC3
0.6% of portfolio›$2.2M
Hoese & Co LLP3
1.5% of portfolio›$2.2M
First Interstate Bank3
0.1% of portfolio›$2.2M
Montgomery Investment Management Inc3
0.7% of portfolio›$2.2M
Childress Capital Advisors, LLC3
0.3% of portfolio›$2.2M
Morey & Quinn Wealth Partners, LLC3
1.5% of portfolio›$2.2M
XML Financial, LLC3
0.2% of portfolio›$2.2M
Boston Trust Walden Corp3
0.0% of portfolio›$2.2M
Plancorp, LLC3
0.1% of portfolio›$2.4M
Edgemoor Investment Advisors, Inc.3
0.2% of portfolio›$2.2M
Asset Allocation & Management Company, LLC3
0.0% of portfolio›$2.2K
Folger Nolan Fleming Douglas Capital Management, Inc3
0.2% of portfolio›$2.2M
First Premier Bank3
0.0% of portfolio›$2.2K
Maltin Wealth Management, Inc.3
0.7% of portfolio›$2.2M
Forvis Mazars Wealth Advisors, LLC3
0.0% of portfolio›$2.2M
First Merchants Corp3
0.1% of portfolio›$2.2M
TD Waterhouse Canada Inc.3
0.0% of portfolio›$2.3M
Abacus Wealth Partners, LLC3
0.3% of portfolio›$2.2M
Schneider Downs Wealth Management Advisors, LP3
0.2% of portfolio›$2.2M
Chicago Capital, LLC3
0.1% of portfolio›$2.2M
Modera Wealth Management, LLC3
0.0% of portfolio›$2.2M
Chicago Trust Co NA3
0.3% of portfolio›$2.2M
Fourpath Capital Management, LLC3
0.3% of portfolio›$2.2M
Cantor Fitzgerald Investment Advisors L.P.3
0.1% of portfolio›$2.2M
Calamos Wealth Management LLC3
0.1% of portfolio›$2.2M
EverSource Wealth Advisors, LLC3
0.1% of portfolio›$2.2M
Beverly Hills Private Wealth, LLC3
0.4% of portfolio›$2.2M
Middleton & Co Inc3
0.2% of portfolio›$2.2M
Ashton Thomas Private Wealth, LLC3
0.0% of portfolio›$2.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP3
0.0% of portfolio›$2.2M
Stephenson & Company, Inc.2
0.7% of portfolio›$1.5M
Lyell Wealth Management, LP2
0.1% of portfolio›$1.5M
Pinion Investment Advisors, LLC2
0.3% of portfolio›$1.5M
NWF Advisory Services Inc.2
0.1% of portfolio›$1.5M
Cardinal Point Capital Management ULC2
0.1% of portfolio›$1.5M
Halter Ferguson Financial Inc.2
0.3% of portfolio›$1.5M
Crew Capital Management, Ltd2
0.8% of portfolio›$1.5M
Family Legacy, Inc.2
0.4% of portfolio›$1.5M
CRA Financial Services, LLC2
0.2% of portfolio›$1.5M
TCV Trust & Wealth Management, Inc.2
0.1% of portfolio›$1.5M
SteelPeak Wealth, LLC2
0.0% of portfolio›$1.5M
Trust Co of Toledo NA2
0.1% of portfolio›$1.5M
Premier Path Wealth Partners, LLC2
0.2% of portfolio›$1.5M
Long Road Investment Counsel, LLC2
0.6% of portfolio›$1.5M
Smart Wealth LLC2
0.3% of portfolio›$1.5M
Harbor Investment Advisory, LLC2
0.1% of portfolio›$1.5M
Sentinel Trust Co LBA2
0.0% of portfolio›$1.5K
Thomas Story & SON LLC2
0.5% of portfolio›$1.5M
Waldron Private Wealth LLC2
0.1% of portfolio›$1.5M
Y-Intercept (Hong Kong) Ltd2
0.0% of portfolio›$1.5M
Rockwood Wealth Management, LLC2
0.1% of portfolio›$1.5M
HRC Wealth Management, LLC2
0.6% of portfolio›$1.5M
Jnba Financial Advisors2
0.1% of portfolio›$1.5M
Wealth Alliance Advisory Group, LLC2
0.2% of portfolio›$1.5M
MSH Capital Advisors LLC2
0.2% of portfolio›$1.5M
Cohen Capital Management, Inc.2
0.2% of portfolio›$1.5M
Meixler Investment Management, Ltd.2
0.8% of portfolio›$1.5M
Waterfront Wealth Inc.2
0.3% of portfolio›$1.6M
Tradewinds Capital Management, LLC2
0.3% of portfolio›$1.5M
Meridian Investment Counsel Inc.2
0.3% of portfolio›$1.5M
Roof Eidam Maycock Peralta, LLC2
0.3% of portfolio›$1.5M
Enterprise Financial Services Corp2
0.6% of portfolio›$1.5M
Snider Financial Group2
0.4% of portfolio›$1.5M
IFP Advisors, Inc2
0.0% of portfolio›$1.5M
WealthPLAN Partners, LLC2
0.3% of portfolio›$1.5M
IPG Investment Advisors LLC2
0.2% of portfolio›$1.5M
Wealth Architects, LLC2
0.1% of portfolio›$1.5M
WealthBridge Capital Management, LLC2
0.3% of portfolio›$1.5M
Melone Private Wealth, LLC2
0.6% of portfolio›$1.5M
Capital Investment Advisory Services, LLC2
0.1% of portfolio›$1.5M
Bill Few Associates, Inc.2
0.3% of portfolio›$1.5M
Farrow Financial, Inc.2
0.8% of portfolio›$1.5M
Cadinha & Co LLC2
0.2% of portfolio›$1.5M
Guardsman Private Capital Management, Inc.2
1.0% of portfolio›$1.5M
Steel Grove Capital Advisors, LLC2
0.1% of portfolio›$1.5M
Vise Technologies, Inc.2
0.0% of portfolio›$1.5M
StrongBox Wealth, LLC2
0.4% of portfolio›$1.5M
TFB Advisors LLC2
0.6% of portfolio›$1.5M
MMA Asset Management LLC2
0.5% of portfolio›$1.5M
Alpha Advisors, LLC2
1.1% of portfolio›$1.5M
SkyOak Wealth, LLC2
0.3% of portfolio›$1.6M
Sonata Capital Group Inc2
0.5% of portfolio›$1.5M
Monument Capital Management2
0.3% of portfolio›$1.5M
CapWealth Advisors, LLC2
0.1% of portfolio›$1.5M
Sharper & Granite LLC2
0.5% of portfolio›$1.4M
LVW Advisors, LLC2
0.1% of portfolio›$1.5M
Landmark Wealth Management, Inc.2
0.5% of portfolio›$1.5M
James J. Burns & Company, LLC2
0.2% of portfolio›$1.5M
AlphaCore Capital LLC2
0.0% of portfolio›$1.5M
Triangle Securities Wealth Management2
0.3% of portfolio›$1.5M
Investment Partners, Ltd.2
0.2% of portfolio›$1.5M
First Pacific Financial2
0.2% of portfolio›$1.5M
Valley National Advisers Inc2
0.2% of portfolio›$1.5M
Sowell Financial Services LLC2
0.0% of portfolio›$1.5M
Carolina Wealth Management Inc2
0.6% of portfolio›$1.5M
Diesslin Group, Inc.2
0.6% of portfolio›$1.5M
Boothe Investment Group, Inc.2
0.4% of portfolio›$1.5M
Aspiriant, LLC2
0.0% of portfolio›$1.5M
Crown Wealth Group, LLC2
0.4% of portfolio›$1.5M
Grimes & Co Wealth Management, LLC2
0.0% of portfolio›$1.5M
Wealth Intelligence, LLC2
0.7% of portfolio›$1.5M
Canandaigua National Bank & Trust Co2
0.1% of portfolio›$1.5M
Forte Asset Management LLC2
0.6% of portfolio›$1.5M
Northwest Wealth Management, LLC2
0.2% of portfolio›$1.5M
Cove Private Wealth, LLC2
0.3% of portfolio›$1.5M
Epiq Partners, LLC2
0.6% of portfolio›$1.5M
Independent Wealth Network Inc.2
0.4% of portfolio›$1.5M
Chesley Taft & Associates LLC2
0.1% of portfolio›$1.5M
Evolution Wealth Advisors, LLC2
0.2% of portfolio›$1.5M
Creative Capital Management Investments LLC2
0.3% of portfolio›$1.5M
Harbour Trust & Investment Management Co2
0.1% of portfolio›$1.5M
Park Avenue Securities LLC2
0.0% of portfolio›$1.5K
Meitav Investment House LTD2
0.0% of portfolio›$1.5M
Bryant Woods Investment Advisors, LLC2
0.4% of portfolio›$1.5M
Traynor Capital Management, Inc.2
0.1% of portfolio›$1.5M
Omega Financial Group, LLC2
0.5% of portfolio›$1.5M
Hurlow Wealth Management Group, Inc.2
0.3% of portfolio›$1.5M
Stonekeep Investments, LLC2
0.9% of portfolio›$1.5M
Key FInancial Inc2
0.2% of portfolio›$1.5M
Pacific Center for Financial Services2
0.3% of portfolio›$1.5M
Ascentis Independent Advisors2
0.1% of portfolio›$1.5M
True North Advisors, LLC2
0.1% of portfolio›$1.5M
Sellwood Investment Partners LLC2
0.5% of portfolio›$1.5M
NorthLanding Financial Partners, LLC2
1.0% of portfolio›$1.5M
Avantax Planning Partners, Inc.2
0.0% of portfolio›$1.5M
Sagespring Wealth Partners, LLC2
0.0% of portfolio›$1.5M
Waters Parkerson & Co., LLC2
0.1% of portfolio›$1.5M
Northern Lights Advisors, Inc.2
0.8% of portfolio›$1.5M
Private Client Services, LLC2
0.4% of portfolio›$1.5M
CGN Advisors LLC2
0.1% of portfolio›$1.5M
Neville Rodie & Shaw Inc2
0.1% of portfolio›$1.5K
Quadrant Capital Group LLC2
0.0% of portfolio›$1.6M
Rhodes Investment Advisors Inc2
1.1% of portfolio›$1.5M
RTD Financial Advisors, Inc.2
0.2% of portfolio›$1.5M
Clayton Financial Group LLC2
0.8% of portfolio›$1.5M
Kathmere Capital Management, LLC2
0.1% of portfolio›$1.5M
Ulland Investment Advisors, LLC2
0.0% of portfolio›$1.5K
Allied Investment Advisors, LLC2
0.1% of portfolio›$1.5M
Hingham Institution for Savings2
1.1% of portfolio›$1.5M
Prime Capital Investment Advisors, LLC2
0.0% of portfolio›$1.5M
Robinswood Financial LLC2
0.5% of portfolio›$1.6M
Succession Financial, Inc.2
1.4% of portfolio›$1.5M
KMG Fiduciary Partners, LLC2
0.1% of portfolio›$1.5M
Ignite Planners, LLC2
0.2% of portfolio›$1.5M
Capital Advantage, Inc.2
0.2% of portfolio›$1.5M
New Perspectives, Inc2
0.5% of portfolio›$1.5M
WealthSpring Partners, LLC2
1.6% of portfolio›$1.5M
Wealth Quarterback LLC2
0.5% of portfolio›$1.5M
GHP Investment Advisors, Inc.2
0.1% of portfolio›$1.5M
LEE Danner & Bass Inc2
0.1% of portfolio›$1.5M
Chicago Partners Investment Group LLC2
0.0% of portfolio›$1.6M
Sage Rhino Capital LLC2
0.2% of portfolio›$1.5M
Burney Co/2
0.0% of portfolio›$1.5M
Interchange Capital Partners, LLC2
0.2% of portfolio›$1.5M
Penobscot Investment Management Company, Inc.2
0.1% of portfolio›$1.5M
Wilkerson Advisory Group LLC2
0.4% of portfolio›$1.5M
Perigon Wealth Management, LLC1
0.0% of portfolio›$747.0K
XY Planning Network, Inc.1
0.1% of portfolio›$747.0K
Physicians Financial Services, Inc.1
0.0% of portfolio›$747
Arcadia Wealth Management, LLC1
0.2% of portfolio›$747.0K
CDM Financial Counseling Services, Inc.1
0.6% of portfolio›$747.0K
Eagle Rock Investment Company, LLC1
0.1% of portfolio›$747.0K
Gen-Wealth Partners Inc1
0.2% of portfolio›$747.0K
Magnus Financial Group LLC1
0.0% of portfolio›$747.0K
Momentous Wealth Management, Inc.1
0.4% of portfolio›$747.0K
D.B. Root & Company, LLC1
0.2% of portfolio›$747.0K
Foster Victor Wealth Advisors, LLC1
0.0% of portfolio›$798.7K
Ferguson Johnson Wealth Management Inc1
0.5% of portfolio›$747.0K
Capital Wealth Alliance, LLC1
0.3% of portfolio›$747.0K
SP Asset Management LLC1
0.1% of portfolio›$747.0K
Albion Financial Group1
0.0% of portfolio›$747.0K
Shepherd Street Advisors LLC1
0.7% of portfolio›$774.3K
Element Pointe Advisors, LLC1
0.1% of portfolio›$747.0K
Verdence Capital Advisors LLC1
0.0% of portfolio›$747.0K
Barry Investment Advisors, LLC1
0.1% of portfolio›$747.0K
MassMutual Private Wealth & Trust, FSB1
0.0% of portfolio›$747.0K
True Private Wealth Advisors1
0.1% of portfolio›$747.0K
BCO Wealth Management LLC1
0.4% of portfolio›$747.0K
Harfst & Associates, Inc.1
0.1% of portfolio›$747.0K
ATX Financial Planning, LLC1
0.5% of portfolio›$747.0K
Chronos Wealth Management, LLC1
0.3% of portfolio›$747.0K
Integris Wealth Management, LLC1
0.1% of portfolio›$747.0K
Arlington Trust Co LLC1
0.1% of portfolio›$747.0K
Shikiar Asset Management Inc1
0.0% of portfolio›$747
Three Arch Wealth Management LLC1
0.1% of portfolio›$747.0K
BLB&B Advisors, LLC1
0.0% of portfolio›$747.0K
Stanley-Laman Group, Ltd.1
0.1% of portfolio›$747.0K
Gerald Baker Financial Group LLC1
0.2% of portfolio›$747.0K
Tilia Fiduciary Partners, Inc.1
0.3% of portfolio›$747.0K
Councilmark Asset Management, LLC1
0.4% of portfolio›$747.0K
jvl associates llc1
0.2% of portfolio›$747.0K
Atlas Brown,Inc.1
0.2% of portfolio›$747.0K
LVM Capital Management LTD1
0.1% of portfolio›$747.0K
Heritage OAK Wealth Advisors LLC1
0.2% of portfolio›$747.0K
Financial Futures Ltd Liability Co.1
0.3% of portfolio›$747.0K
Shearwater Capital LLC1
0.4% of portfolio›$747.0K
Congress Park Capital LLC1
0.2% of portfolio›$747.0K
Gratus Wealth Advisors, LLC1
0.1% of portfolio›$747.0K
Ballast Rock Private Wealth LLC1
0.3% of portfolio›$747.0K
Able Financial Group, LLC1
0.1% of portfolio›$747.0K
Patten & Patten Inc1
0.0% of portfolio›$747.0K
Weatherly Asset Management L. P.1
0.1% of portfolio›$747.0K
Infinity Wealth Counsel, LLC1
0.6% of portfolio›$747.0K
Wedgewood Investors Inc1
0.8% of portfolio›$747.0K
Ballast, Inc.1
0.1% of portfolio›$747.0K
Autumn Glory Partners, LLC1
0.2% of portfolio›$747.0K
Lanark Financial, Inc.1
0.1% of portfolio›$747.0K
Trust Point Inc.1
0.1% of portfolio›$747.0K
Arbor Investment Advisors, LLC1
0.1% of portfolio›$747.0K
Alta Capital Management LLC/1
0.1% of portfolio›$747.0K
Heritage Investors Management Corp1
0.0% of portfolio›$747
Beacon Investment Advisory Services, Inc.1
0.0% of portfolio›$747.0K
TriaGen Wealth Management LLC1
0.2% of portfolio›$747.0K
Pinnacle Wealth Management Group, Inc.1
0.3% of portfolio›$747.0K
Xcel Wealth Management, LLC1
0.2% of portfolio›$747.0K
Orca Wealth Management, LLC1
0.4% of portfolio›$747.0K
Flagship Harbor Advisors, LLC1
0.0% of portfolio›$747.0K
Acorn Financial Advisory Services Inc1
0.1% of portfolio›$747.0K
Midwest Heritage Bank, FSB1
0.2% of portfolio›$747.0K
apricus wealth, LLC1
0.3% of portfolio›$747.0K
BridgePort Financial Solutions, LLC1
0.2% of portfolio›$747.0K
Cascade Investment Advisors, Inc.1
0.4% of portfolio›$747.0K
Plimoth Trust Co LLC1
0.1% of portfolio›$747.0K
Financial Planning Hawaii, Inc.1
0.4% of portfolio›$747.0K
Financial Management Professionals, Inc.1
0.1% of portfolio›$747.0K
Cypress Capital Group1
0.1% of portfolio›$747.0K
Relyea Zuckerberg Hanson LLC1
0.1% of portfolio›$747.0K
Armstrong, Fleming & Moore, Inc1
0.2% of portfolio›$747.0K
Pullen Investment Management, LLC1
0.4% of portfolio›$747.0K
Amarillo National Bank1
0.1% of portfolio›$747.0K
Tandem Capital Management Corp1
0.3% of portfolio›$747.0K
Smith Salley Wealth Management1
0.0% of portfolio›$747.0K
Chemistry Wealth Management LLC1
0.1% of portfolio›$747.0K
Three Seasons Wealth, LLC1
0.1% of portfolio›$747.0K
Paragon Advisors, LLC1
0.1% of portfolio›$747.0K
North Capital, Inc.1
0.6% of portfolio›$780.4K
RMR Wealth Builders1
0.0% of portfolio›$747.0K
VestGen Advisors, LLC1
0.0% of portfolio›$747.0K
Quaker Wealth Management, LLC1
0.2% of portfolio›$747.0K
Cresta Advisors, Ltd.1
0.3% of portfolio›$747.0K
Means Investment Co., Inc.1
0.1% of portfolio›$747.0K
GSG Advisors LLC1
0.2% of portfolio›$747.0K
Impact Capital Partners LLC1
0.2% of portfolio›$747.0K
Union Bancaire Privee, UBP SA1
0.0% of portfolio›$753.4K
Tritonpoint Wealth, LLC1
0.1% of portfolio›$747.0K
LongView Wealth Management1
0.2% of portfolio›$747.0K
Herold Advisors, Inc.1
0.1% of portfolio›$747.0K
Monarch Capital Management Inc1
0.2% of portfolio›$747.0K
Secure Asset Management, LLC1
0.1% of portfolio›$747.0K
Kercheville Advisors, LLC1
0.2% of portfolio›$747.0K
Sterling Investment Counsel, LLC1
0.2% of portfolio›$747.0K
Cordatus Wealth Management LLC1
0.2% of portfolio›$747.0K
Jeppson Wealth Management, LLC1
0.2% of portfolio›$747.0K
Net Worth Advisory Group1
0.2% of portfolio›$847.1K
Cushing Capital Partners, LLC1
0.5% of portfolio›$747.0K
Trust Co of Vermont1
0.0% of portfolio›$747.0K
Assetmark, Inc1
0.0% of portfolio›$747.0K
Ledyard National Bank1
0.1% of portfolio›$747.0K
Crescent Grove Advisors, LLC1
0.1% of portfolio›$747.0K
Powell Investment Advisors, LLC1
0.2% of portfolio›$747.0K
Lake Street Private Wealth, LLC1
0.1% of portfolio›$747.0K
T3 Companies, LLC1
0.7% of portfolio›$747.0K
Visionary Horizons, LLC1
0.3% of portfolio›$747.0K
Murphy Pohlad Asset Management LLC1
0.3% of portfolio›$747.0K
West Financial Advisors, LLC1
0.1% of portfolio›$747.0K
Beaumont Financial Advisors, LLC1
0.0% of portfolio›$747.0K
Cross Staff Investments Inc1
0.4% of portfolio›$747.0K
Capital Investment Advisors, LLC1
0.0% of portfolio›$747.0K
Private Wealth Partners, LLC1
0.1% of portfolio›$747.0K
Mlp3, LLC1
0.6% of portfolio›$747.0K
BIP Wealth, LLC1
0.0% of portfolio›$747.0K
SRH Advisors, LLC1
0.2% of portfolio›$747.0K
MBL Wealth, LLC1
0.0% of portfolio›$747.0K
Seven Mile Advisory1
0.5% of portfolio›$747.0K
G2 Capital Management, LLC / OH1
0.2% of portfolio›$747.0K
MN Wealth Advisors, LLC1
0.3% of portfolio›$747.0K
Evanson Financial, LLC1
0.0% of portfolio›$747.0K
Brandywine OAK Private Wealth LLC1
0.1% of portfolio›$747.0K
Noble Family Wealth, LLC1
0.1% of portfolio›$747.0K
SJS Investment Consulting Inc.1
0.1% of portfolio›$747.0K
Portland Financial Advisors Inc1
1.3% of portfolio›$747.0K
Glass Jacobson Investment Advisors llc1
0.2% of portfolio›$747.0K
Capital Advisors, Ltd. LLC1
0.0% of portfolio›$747
Clarity Capital Advisors, LLC1
0.3% of portfolio›$747.0K
AAF Wealth Management, LLC1
0.3% of portfolio›$747.0K
Mountain Pacific Investment Advisers LLC1
0.1% of portfolio›$747.0K
Garde Capital, Inc.1
0.0% of portfolio›$747.0K
Lesa Sroufe & Co1
0.0% of portfolio›$747
TCI Wealth Advisors, Inc.1
0.0% of portfolio›$747.0K
Lountzis Asset Management, LLC1
0.2% of portfolio›$747.0K
Hara Capital LLC1
0.4% of portfolio›$747.0K
Tenret Co LLC1
0.3% of portfolio›$747.0K
Pine Haven Investment Counsel, Inc1
0.5% of portfolio›$747.0K
Sterling Group Wealth Management, LLC1
0.3% of portfolio›$747.0K
Woodard & Co Asset Management Group Inc1
0.1% of portfolio›$747.0K
Phillip James Consulting Co.1
0.5% of portfolio›$747.0K
5th Street Advisors, LLC1
0.3% of portfolio›$747.0K
Bryn Mawr Trust Advisors, LLC1
0.0% of portfolio›$747.0K
Facet Wealth, Inc.1
0.0% of portfolio›$747.0K
Quantify Chaos Advisors, LLC1
1.7% of portfolio›$747.0K
Allstreet Capital Advisors LLC1
0.5% of portfolio›$747.0K
Compagnie Lombard Odier SCmA1
0.0% of portfolio›$747.0K
Plante Moran Financial Advisors, LLC1
0.0% of portfolio›$747.0K
Welch & Forbes LLC1
0.0% of portfolio›$747.0K
Argent Capital Management LLC1
0.0% of portfolio›$747.0K
Rockland Trust Co1
0.0% of portfolio›$747.0K
Colton Groome Financial Advisors, LLC1
0.2% of portfolio›$747.0K
Legacy Private Trust Co.1
0.0% of portfolio›$747.0K
RVW Wealth, LLC1
0.0% of portfolio›$747.0K
Gradient Investments LLC1
0.0% of portfolio›$747.0K
Sprinkle Financial Consultants LLC1
0.3% of portfolio›$747.0K
Independent Financial Group, LLC1
0.0% of portfolio›$747.0K
Regent Peak Wealth Advisors LLC1
0.1% of portfolio›$747.0K
Windsor Capital Management, LLC1
0.2% of portfolio›$747.0K
Legal Advantage Investments, Inc.1
0.2% of portfolio›$747.0K
Bailard, Inc.1
0.0% of portfolio›$747.0K
Cherry Creek Investment Advisors, Inc.1
0.3% of portfolio›$747.0K
Meritas Wealth Management, LLC1
0.3% of portfolio›$747.0K
Harrington Investments, Inc1
0.4% of portfolio›$747.0K
Martel Wealth Advisors LLC1
0.1% of portfolio›$747.0K
Nvwm, LLC1
0.1% of portfolio›$747.0K
West Wealth Group, LLC1
0.1% of portfolio›$747.0K
ZWJ Investment Counsel Inc1
0.0% of portfolio›$747.0K
Fort Washington Investment Advisors Inc1
0.0% of portfolio›$747.0K
Milestone Asset Management, LLC1
0.1% of portfolio›$747.0K
Eagle Bay Advisors LLC1
0.5% of portfolio›$747.0K
ARS Wealth Advisors Group, LLC1
0.1% of portfolio›$747.0K
GFG Capital, LLC1
0.2% of portfolio›$747.0K
Perryman Financial Advisory Inc1
0.1% of portfolio›$747.0K
SC&H Financial Advisors, Inc.1
0.1% of portfolio›$747.0K
Founders Grove Wealth Partners, LLC1
0.1% of portfolio›$747.0K
1834 Investment Advisors Co1
0.1% of portfolio›$747.0K
Lee Financial Co1
0.1% of portfolio›$747.0K
Forbes J M & Co LLP1
0.1% of portfolio›$747.0K
Forum Financial Management, LP1
0.0% of portfolio›$747.0K
Vontobel Holding Ltd.1
0.0% of portfolio›$747.0K
Parisi Gray Wealth Management1
0.1% of portfolio›$747.0K
Hengehold Capital Management LLC1
0.1% of portfolio›$747.0K
McKinley Carter Wealth Services, Inc.1
0.0% of portfolio›$747.0K
Miramontes Capital, LLC1
0.2% of portfolio›$747.0K
Narus Financial Partners, LLC1
0.2% of portfolio›$747.0K
First Bank & Trust1
0.1% of portfolio›$747.0K
Financial Partners Group, Inc1
0.1% of portfolio›$747.0K
Woodward Financial Advisors, Inc.1
0.3% of portfolio›$747.0K
FF Advisors,LLC1
0.3% of portfolio›$747.0K
Mccarter Private Wealth Services LLC1
0.3% of portfolio›$747.0K
Core Wealth Management, Inc.1
0.2% of portfolio›$747.0K
River Street Advisors LLC1
0.2% of portfolio›$747.0K
NovaPoint Capital, LLC1
0.2% of portfolio›$747.0K
Founders Capital Management, LLC1
0.1% of portfolio›$747.0K
Simplicity Wealth,LLC1
0.0% of portfolio›$747.0K
Madrona Financial Services, LLC1
0.1% of portfolio›$747.0K
Lorne Steinberg Wealth Management Inc.1
0.2% of portfolio›$747.0K
Financial Consulate, Inc1
0.1% of portfolio›$747.0K
Tanglewood Wealth Management, Inc.1
0.1% of portfolio›$747.0K
Altfest L J & Co Inc1
0.1% of portfolio›$747.0K
Wendell David Associates Inc1
0.0% of portfolio›$747
Strid Group, LLC1
0.1% of portfolio›$747.0K
Founders Financial Securities LLC1
0.0% of portfolio›$747.0K
Greatmark Investment Partners, Inc.1
0.1% of portfolio›$747.0K
Cranbrook Wealth Management, LLC1
0.1% of portfolio›$747.0K
Ridgepath Capital Management LLC1
0.4% of portfolio›$747.0K
Certified Advisory Corp1
0.1% of portfolio›$747.0K
Welch Group, LLC1
0.0% of portfolio›$747.0K
Garner Asset Management Corp1
0.3% of portfolio›$821.9K
Appleton Partners Inc1
0.0% of portfolio›$747
Concord Wealth Partners1
0.1% of portfolio›$747.0K
SeaBridge Investment Advisors LLC1
0.1% of portfolio›$747.0K
Rainier Family Wealth Inc1
0.4% of portfolio›$747.0K
Horst & Graben Wealth Management LLC1
0.1% of portfolio›$747.0K
Inscription Capital, LLC1
0.1% of portfolio›$747.0K
Brady Family Wealth, LLC1
0.2% of portfolio›$747.0K
Quadcap Wealth Management, LLC1
0.1% of portfolio›$747.0K
Tctc Holdings, LLC1
0.0% of portfolio›$747.0K
Maple Capital Management, Inc.1
0.0% of portfolio›$747.0K
Asset Dedication, LLC1
0.0% of portfolio›$747.0K
RFG Advisory, LLC1
0.0% of portfolio›$747.0K
Lazard Freres Gestion S.A.S.1
0.0% of portfolio›$747
Keystone Wealth Services, LLC1
0.1% of portfolio›$753.4K
American Institute for Advanced Investment Management, LLP1
0.4% of portfolio›$747.0K
Spectrum Advisors, Inc.1
0.5% of portfolio›$747.0K
Carrera Capital Advisors1
0.1% of portfolio›$747.0K
Formidable Asset Management, LLC1
0.1% of portfolio›$748.9K
Pegasus Asset Management, Inc.1
0.2% of portfolio›$747.0K
Biltmore Family Office, LLC1
0.1% of portfolio›$747.0K
Leelyn Smith, LLC1
0.1% of portfolio›$747.0K
Diversified Portfolios, Inc.1
0.1% of portfolio›$747.0K
Nitor Capital Management, LLC1
0.5% of portfolio›$747.0K
Csenge Advisory Group1
0.0% of portfolio›$747.0K
WBH Advisory Inc1
0.1% of portfolio›$747.0K
Analyst IMS Investment Management Services Ltd.1
0.0% of portfolio›$747
Flagstone Financial Management1
0.2% of portfolio›$747.0K
Versant Capital Management, Inc1
0.1% of portfolio›$747.0K
Diversified Management Inc1
0.1% of portfolio›$747.0K
Midwest Financial Partners Investments, Inc.1
0.3% of portfolio›$747.0K
Gallagher Capital Advisors, LLC1
0.4% of portfolio›$661.0K
Scott Capital Advisors, LLC1
0.1% of portfolio›$759.9K
Terra Nova Asset Management LLC1
0.5% of portfolio›$747.0K
Objective Capital Management, LLC1
0.7% of portfolio›$747.0K
Centurion Wealth Management LLC1
0.2% of portfolio›$747.0K
Lexington Hill Partners, LLC1
0.3% of portfolio›$747.0K
Sachem Hill LLC1
0.1% of portfolio›$747.0K
Onyx Bridge Wealth Group LLC1
0.1% of portfolio›$747.0K
Johnson Bixby & Associates, LLC1
0.1% of portfolio›$747.0K
Ashurst Perkins Coie Trust Co1
0.1% of portfolio›$747.0K
RDA Financial Network1
0.2% of portfolio›$747.0K
Cathy Pareto & Associates, Inc1
0.4% of portfolio›$747.0K
TrustWell Financial Advisors, LLC1
0.6% of portfolio›$747.0K
PFG Advisors1
0.0% of portfolio›$747.0K
Sheets Smith Wealth Management1
0.1% of portfolio›$747.0K
Signature Estate & Investment Advisors LLC0
0.1% of portfolio›$3.0M
StyleTurnoverLocationFiled
Vestor Capital, LLC
111,536$10.0K0.6%ValueMediumChicago, IL2026-11-04
Everett Harris & Co
1,416$1.1B12.5%CoreVery LowLos Angeles, CA2026-10-28
Markel Group Inc.
1,114$832.2M6.5%CoreVery LowGlen Allen, VA2026-10-30
Hikari Power Ltd
458$342.1K0.9%CoreVery LowTokyo, Mexico2026-10-30
Allen Holding Inc
294$219.6M19.1%YieldVery LowNew York, NY2026-11-03
Canton Hathaway, LLC
277$206.9M40.4%ValueLowProvidence, RI2026-10-23
Armstrong Henry H Associates Inc
268$200.2M17.9%CoreVery LowPittsburgh, PA2026-10-07
Laurel Wealth Advisors LLC
262$195.7M18.2%CoreVery LowCharlotte, NC2026-10-27
Creative Planning
212$158.3M0.1%IndexVery LowOverland Park, KS2026-11-02
Rede Wealth, LLC
208$155.4M51.0%ValueMediumCharlottesville, VA2026-10-22
Auto-Owners Insurance Co
156$116.5M3.6%ETFVery LowLansing, MI2026-10-15
Tweedy, Browne Co LLC
144$107.6M8.8%Deep ValueLowStamford, CT2026-11-04
State of Michigan Retirement System
116$86.7M0.4%IndexLowEast Lansing, MI2026-10-27
General American Investors Co Inc
110$82.2M4.8%CoreLowNew York, NY2026-11-02
ASO Group Ltd
110$82.2K0.1%ValueVery LowRoad Town, Egypt2026-11-05
Well Done, LLC
105$78.4M10.7%ETFLowHolland, MI2026-10-20
Mill Capital Management, LLC
100$74.7M4.9%CoreLowConcord, NC2026-10-26
Professional Advisory Services Inc
100$7470.0%GARPMediumVero Beach, FL2026-10-08
Hartline Investment Corp/
91$68.0M7.0%GrowthMediumWinnetka, IL2026-10-29
Bank Pictet & Cie (Europe) AG
89$66.5M1.3%GrowthLowFrankfurt Am Main, Hong Kong2026-10-20
Accredited Investors Inc.
89$66.5M2.9%ETFLowEdina, MN2026-11-03
ACR Alpine Capital Research, LLC
85$63.5M0.9%Deep ValueMediumSt. Louis, MO2026-11-02
Eastern Bank
81$60.5M0.9%GrowthMediumBoston, MA2026-10-05
Choreo, LLC
80$59.8M0.6%IndexLowRockford, IL2026-10-28
Wilmington Savings Fund Society, FSB
74$55.3M1.3%CoreLowWilmington, DE2026-10-23
Commonwealth Equity Services, LLC
70$52.3M0.1%ETFLowWaltham, MA2026-11-02
Northwestern University
66$49.3M76.5%Deep ValueVery LowEvanston, IL2026-10-21
B. Metzler seel. Sohn & Co. AG
65$48.6M0.4%GrowthMediumFrankfurt, Hong Kong2026-10-30
I.G.Y. Ltd
65$48.6M19.6%GARPVery LowLondon, United Kingdom2026-10-22
DekaBank Deutsche Girozentrale
62$46.7K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Security National Bank
62$46.3M5.4%GrowthLowOmaha, NE2026-10-26
Cambridge Investment Research Advisors, Inc.
60$44.8K0.0%ETFLowFairfield, IA2026-11-02
D.A. Davidson & Co.
58$43.3M0.2%CoreLowGreat Falls, MT2026-10-28
Hamilton Point Investment Advisors, LLC
57$42.6M5.9%CoreLowChapel Hill, NC2026-11-03
Lincoln Capital LLC
55$41.1M7.2%CoreVery LowLincoln, NE2026-10-09
Oslo Pensjonsforsikring AS
54$40.3M4.7%ValueLowOslo, Norway2026-10-15
Crestwood Advisors Group, LLC
53$39.6M0.6%GrowthLowBoston, MA2026-10-27
Ninety One UK Ltd
51$38.1M0.1%CoreMediumLondon, United Kingdom2026-10-15
Kelleher Financial Advisors
48$35.9M9.5%CoreMediumNew York, NY2026-10-30
Robeco Institutional Asset Management B.V.
47$35.1M0.0%CoreMediumRotterdam, Philippines2026-10-20
Postrock Partners LLC
44$32.9M13.2%CoreVery LowOverland Park, KS2026-11-02
Truist Financial Corp
44$32.9M0.0%CoreLowCharlotte, NC2026-10-30
Allen Operations LLC
41$30.6M3.2%GrowthVery LowNew York, NY2026-11-03
Fenimore Asset Management Inc
41$30.6M0.7%CoreLowCobleskill, NY2026-10-08
Sumitomo Mitsui Trust Group, Inc.
40$29.9M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Prodigy Asset Management LLC
39$29.1M8.7%ETFLowOmaha, NE2026-10-28
First Citizens Bank & Trust Co
38$28.4M0.4%CoreMediumRaleigh, NC2026-10-14
Segment Wealth Management, LLC
38$28.4M1.5%CoreLowHouston, TX2026-10-26
Farmers & Merchants Investments Inc
37$27.6M0.7%CoreVery LowLincoln, NE2026-10-22
Parsons Capital Management Inc
36$26.9M1.2%CoreLowProvidence, RI2026-10-28
Pittenger & Anderson Inc
34$25.4M0.9%CoreLowLincoln, NE2026-11-02
Hennessy Advisors Inc
33$1.5M0.1%Deep ValueMediumNovato, CA2026-10-28
James T. Borello RIA
33$24.7M5.1%ETFVery LowEast Dundee, IL2026-10-16
Perennial Advisors, LLC
33$24.7M3.7%CoreLowNew York, NY2026-10-13
General Partner, Inc.
33$24.7M13.2%CoreLowPittsburgh, PA2026-10-05
Private Management Group Inc
33$24.7M0.7%YieldLowIrvine, CA2026-11-04
Lido Advisors, LLC
32$23.9M0.1%GrowthLowLos Angeles, CA2026-11-04
Union Savings Bank
32$23.9M9.6%CoreLowLitchfield, CT2026-10-14
Aaron Wealth Advisors LLC
32$23.9M1.2%GrowthMediumChicago, IL2026-10-13
Granite FO LLC
31$23.2M12.4%GARPVery LowGilford, NH2026-10-14
Kestra Advisory Services, LLC
31$23.2M0.1%CoreLowAustin, TX2026-11-02
Pinnacle Bancorp, Inc.
31$23.2M6.2%CoreVery LowBeatrice, NE2026-10-21
Busey Bank
31$23.2M0.6%GrowthVery LowUrbana, IL2026-10-26
Bank Julius Baer & Co. Ltd, Zurich
30$22.6M0.1%GrowthMediumZurich, Switzerland2026-10-29
Silverleafe Capital Partners, LLC
28$20.9M6.0%CoreMediumGermantown, TN2026-10-02
Greenleaf Trust
28$20.9M0.2%CoreLowKalamazoo, MI2026-10-29
Wealth Enhancement Advisory Services, LLC
28$18.4M0.0%CoreLowPlymouth, MN2026-10-13
Harvey Investment Co LLC
27$20.2K0.0%CoreVery LowLouisville, KY2026-10-20
HB Wealth Management, LLC
27$20.2M0.1%IndexVery LowAtlanta, GA2026-10-23
BigSur Wealth Management LLC
26$19.4M4.6%GrowthLowMiami, FL2026-10-13
Brighton Jones LLC
24$17.9M0.3%CoreVery LowSeattle, WA2026-11-03
Davenport & Co LLC
24$17.9M0.1%CoreMediumRichmond, VA2026-10-14
Spinnaker Investment Group, LLC
23$17.2M2.7%ETFLowNewport Beach, CA2026-10-13
Locust Wood Capital Advisers, LLC
23$17.2M0.4%GARPMediumNew York, NY2026-11-03
Patten Group, Inc.
23$17.2M2.6%CoreLowChattanooga, TN2026-10-26
Cullen T Bankers, Inc.
22$16.4M0.2%GrowthLowSan Antonio, TX2026-10-28
Ascentis Wealth Management, LLC
22$16.4M2.7%Agg GrowthLowDallas, TX2026-11-03
Saybrook Capital
22$16.4M4.1%CoreVery LowSag Harbor, NY2026-10-27
Washington Trust Co
22$16.4M0.5%GrowthVery LowWesterly, RI2026-10-22
First Nebraska Trust Co
21$15.7M1.3%CoreVery LowLincoln, NE2026-10-30
Gibson Capital, LLC
21$15.7M2.7%ETFVery LowWexford, PA2026-10-23
Seven Post Investment Office LP
21$15.7M4.8%YieldVery LowSan Francisco, CA2026-10-26
WoodTrust Financial Corp
21$15.7K0.0%CoreLowWisconsin Rapids, WI2026-10-09
Plan Group Financial, LLC
21$17.0M3.3%ETFMediumOklahoma City, OK2026-10-22
Plan A Wealth LLC
20$14.9M5.3%CoreLowLincoln, NE2026-10-08
PDS Planning, Inc
20$14.9M0.8%IndexVery LowDublin, OH2026-11-03
LexAurum Advisors, LLC
20$14.9M1.7%ETFLowOverland Park, KS2026-10-19
SAX Wealth Advisors, LLC
20$14.9M0.4%ETFVery LowParsippany, NJ2026-10-13
Apollon Wealth Management, LLC
20$14.9M0.2%GrowthLowMount Pleasant, SC2026-10-23
Lubar & Co., Inc
20$14.9M13.9%YieldVery LowMilwaukee, WI2026-10-15
Birch Financial Group, LLC
20$14.9M7.0%CoreLowKeene, NH2026-10-27
Guardian Financial Partners, LLC
20$14.9M5.7%ETFLowOrange, CA2026-11-04
Sapient Capital LLC
20$14.9M0.2%GrowthMediumIndianapolis, IN2026-10-08
Pflug Koory, LLC
20$14.9M6.2%CoreVery LowOmaha, NE2026-10-26
Wealth Enhancement Trust Services, Inc.
20$14.9M1.6%GrowthMediumSioux Falls, SD2026-10-07
Park National Corp
19$14.2M0.4%CoreLowNewark, OH2026-10-05
JFS Wealth Advisors, LLC
19$14.2M0.7%ETFVery LowHermitage, PA2026-11-03
Axxion S.A.
18$13.4M0.9%CoreN/AGrevenmacher, Netherlands2026-10-22
Foster Group, Inc.
18$13.4M0.4%ETFVery LowUrbandale, IA2026-10-13
Grandfield & Dodd, LLC
17$12.7M0.7%CoreVery LowNew York, NY2026-10-29
Essex Bank
16$12.0M2.4%CoreLowEssex, CT2026-10-16
Pacific Capital Partners Ltd
15$11.2M8.5%GARPVery HighLondon, United Kingdom2026-10-28
Arthur M. Cohen & Associates, LLC
15$11.2M1.7%GrowthVery LowNorthbrook, IL2026-10-26
Shayne & Jacobs, LLC
15$11.2M3.3%ValueVery LowNashville, TN2026-10-21
Destiny Wealth Partners, LLC
15$12.5M1.3%ETFMediumTavares, FL2026-11-05
Cambridge Advisors Inc.
15$11.2M1.9%ETFVery LowOmaha, NE2026-10-19
Carret Asset Management, LLC
15$11.2M1.0%CoreVery LowNew York, NY2026-11-04
Rossmore Private Capital
15$11.2M0.9%CoreLowGlastonbury, CT2026-10-27
Smith Chas P & Associates PA Cpas
14$11.2M0.5%CoreVery LowLakeland, FL2026-10-22
Mather Group, Llc.
14$10.5M0.1%ETFMediumChicago, IL2026-10-14
Aviance Capital Partners, LLC
14$10.5M1.1%CoreLowNaples, FL2026-10-29
Swedbank AB
14$10.5M0.0%GrowthLowStockholm, Sweden2026-10-27
Strata Wealth Advisors, LLC
14$10.5M2.5%ETFLowDallas, TX2026-10-16
Traphagen Investment Advisors LLC
14$10.5M0.7%ETFLowOradell, NJ2026-10-14
Carnegie Investment Counsel
14$10.5M0.2%CoreLowPepper Pike, OH2026-10-20
Oppenheimer & Co Inc
14$10.5M0.1%CoreLowNew York, NY2026-10-26
Griffin Asset Management, Inc.
13$9.7M1.0%CoreLowNew York, NY2026-10-22
Baker Ellis Asset Management LLC
13$9.7M1.1%GARPVery LowVancouver, WA2026-10-14
Rubicon Global Capital Ltd
13$9.7M3.3%GARPVery LowLondon, United Kingdom2026-10-28
Brookstone Capital Management
12$9.0M0.1%ETFMediumWheaton, IL2026-10-22
OFS Enterprise LLC
12$9.0M2.3%ETFVery LowKearney, NE2026-10-16
Farmers & Merchants Trust Co of Long Beach
12$9.0M1.9%CoreVery LowLong Beach, CA2026-10-22
Lmcg Investments, LLC
12$9.0M0.5%CoreLowBoston, MA2026-10-21
Virginia Wealth Management Group, Inc.
12$9.0M4.4%YieldLowVirginia Beach, VA2026-10-14
Bellecapital International Ltd.
12$9.0M1.3%GrowthMediumZurich, Switzerland2026-10-21
Parkside Financial Bank & Trust
11$8.2M0.5%CoreVery LowSaint Louis, MO2026-10-27
Cornerstone Management, Inc.
11$8.2M1.2%ETFVery LowDuluth, GA2026-10-16
Absolute Capital Management, LLC
11$8.2M1.9%ETFMediumPittsburgh, PA2026-10-16
Montag A & Associates Inc
11$8.2M0.4%CoreLowAtlanta, GA2026-10-29
Simon Quick Advisors, LLC
11$8.2M0.3%ETFLowMorristown, NJ2026-10-26
Sutton Place Investors LLC
10$7.5M3.5%ETFLowArmonk, NY2026-10-20
Allen Investment Management, LLC
10$7.5M0.1%MomentumMediumNew York, NY2026-11-03
Farther Finance Advisors, LLC
10$7.5M0.1%IndexLowSan Francisco, CA2026-10-08
GC Wealth Management RIA, LLC
10$7.5M0.4%GrowthMediumCambridge, MA2026-11-02
Cidel Asset Management Inc
10$7.5M0.4%CoreMediumToronto, Australia2026-10-29
Barton Investment Management
10$7.5M0.9%GrowthVery LowWest Conshohocken, PA2026-10-27
Salem Investment Counselors Inc
10$7.5M0.2%GrowthVery LowWinston-Salem, NC2026-10-13
Oliver Luxxe Assets LLC
10$7.5M1.2%ValueMediumGladstone, NJ2026-10-14
Glenview Trust Co
9$6.7M0.1%GrowthVery LowLouisville, KY2026-10-28
Valeo Financial Advisors, LLC
9$6.7M0.1%ETFLowCarmel, IN2026-10-08
Arkfeld Wealth Strategies, L.L.C.
9$6.8M1.9%ValueLowOmaha, NE2026-10-19
Prospera Financial Services Inc
9$7.3M0.1%CoreMediumDallas, TX2026-11-04
Venture Visionary Partners LLC
9$6.7M0.2%CoreLowSylvania, OH2026-10-07
Sanders Morris Harris LLC
9$6.7M0.9%GARPLowHouston, TX2026-10-14
Piedmont Capital Management, LLC
9$6.7M4.0%CoreLowGreensboro, NC2026-10-21
Trifecta Capital Advisors, LLC
9$6.7M0.8%Agg GrowthVery LowNorthbrook, IL2026-10-21
Ferguson Wellman Capital Management, Inc
9$6.7M0.1%CoreLowPortland, OR2026-10-05
Mogy Joel R Investment Counsel Inc
9$6.7M0.4%GrowthVery LowBeverly Hills, CA2026-10-13
Weil Company, Inc.
9$6.7M1.2%ETFLowSan Diego, CA2026-10-14
WealthPlan Investment Management, LLC
9$6.7M0.3%GrowthMediumOmaha, NE2026-10-15
Cornell Pochily Investment Advisors, Inc.
9$6.7M1.8%CoreLowIthaca, NY2026-10-19
Badgley Phelps Wealth Managers, LLC
9$6.7M0.1%GrowthVery LowSeattle, WA2026-10-22
TigerOak Management, L.L.C.
8$6.0M1.6%GrowthVery LowNashville, TN2026-10-23
Mission Wealth Management, LP
8$6.0M0.1%ETFLowSanta Barbara, CA2026-10-15
Argos Wealth Advisors, LLC
8$6.0M1.6%GrowthLowSacramento, CA2026-11-02
Pecaut & Co.
8$6.0M1.7%ETFLowSioux City, IA2026-10-27
1900 Wealth Management LLC
8$6.0M0.3%ETFLowSan Antonio, TX2026-10-13
Courier Capital LLC
8$6.0M0.3%ETFLowBuffalo, NY2026-10-19
Factor Wealth Management LTD
8$6.0M0.9%ETFLowChicago, IL2026-10-08
Citizens Financial Group Inc
8$6.0M0.1%GrowthLowProvidence, RI2026-10-23
Louisbourg Investments Inc.
8$6.0M1.1%GARPMediumDieppe, Armenia2026-10-20
Aire Advisors, LLC
8$6.0M1.0%ETFVery LowBeverly Hills, CA2026-10-22
Balboa Wealth Partners
8$6.0M0.8%Agg GrowthMediumScottsdale, AZ2026-10-20
Blue Water Asset Management
8$6.0M1.9%ETFLowGrand Rapids, MI2026-11-04
M Holdings Securities, Inc.
7$5.8K0.0%ETFHighPortland, OR2026-11-03
Northside Capital Management, LLC
7$5.2M0.4%GARPLowHood River, OR2026-10-13
Atwood & Palmer Inc
7$5.2M0.3%CoreVery LowKansas City, MO2026-10-08
Montis Financial, LLC
7$5.2M1.1%ETFLowWaltham, MA2026-11-04
Bradyco, Inc.
7$5.2M3.6%CoreVery LowCambridge, MA2026-11-03
Chilton Capital Management LLC
7$5.2M0.2%GrowthMediumHouston, TX2026-10-28
Wedmont Private Capital
7$5.4M0.1%IndexVery LowWest Chester, PA2026-10-09
Sterling Investment Management, LLC
7$5.2M2.8%CoreMediumTucson, AZ2026-10-16
Midwest Trust Co
7$5.2M0.1%CoreLowOverland Park, KS2026-10-22
Durante & Waters, LLC
7$5.2M3.4%ETFVery LowBrewster, NY2026-10-28
Evergreen Capital Management LLC
7$5.2M0.1%GARPMediumBellevue, WA2026-10-23
Nicholas Hoffman & Company, Llc.
7$5.2M0.1%ETFVery LowAtlanta, GA2026-10-30
Beese Fulmer Investment Management, Inc.
7$5.2M0.3%CoreLowCanton, OH2026-10-23
Bright Financial Advisors, Inc.
7$5.2M2.2%ETFVery LowPortage, MI2026-10-23
Wealthcare Advisory Partners LLC
7$5.2M0.1%ETFLowWest Chester, PA2026-10-21
Allen Capital Group, LLC
7$5.2M0.4%CoreLowGrand Island, NE2026-10-27
Iowa State Bank
7$5.2M0.9%CoreLowUrbandale, IA2026-10-06
Lawson Kroeker Investment Management Inc
7$5.2M1.5%ValueLowOmaha, NE2026-10-22
Apella Capital, LLC
7$5.3M0.1%ETFVery LowWest Hartford, CT2026-10-08
Equitable Trust Co
7$5.2M0.2%CoreLowNashville, TN2026-10-13
Mraz, Amerine & Associates, Inc.
7$5.2M0.8%Deep ValueLowModesto, CA2026-10-30
Manchester Capital Management LLC
7$5.2M0.7%CoreLowManchester, VT2026-10-22
Guyasuta Investment Advisors Inc
7$5.2M0.3%CoreVery LowPittsburgh, PA2026-10-15
Intelligent Financial Strategies
7$5.2M2.5%ETFVery LowExcelsior, MN2026-10-16
Graves Light Lenhart Wealth, Inc.
6$4.5M0.4%ETFVery LowHarrisonburg, VA2026-10-09
CWA Asset Management Group, LLC
6$4.5M0.1%CoreMediumNaples, FL2026-10-19
Daymark Wealth Partners, LLC
6$4.5M0.1%CoreLowCincinnati, OH2026-11-04
Journey Advisory Group, LLC
6$4.5M0.3%CoreMediumCovington, KY2026-11-04
Cassaday & Co Wealth Management LLC
6$4.5M0.1%ETFVery LowMclean, VA2026-10-27
Patriot Investment Management Group, Inc.
6$4.5M0.3%ETFVery LowKnoxville, TN2026-10-15
First Horizon Corp
6$4.5M0.2%CoreLowMemphis, TN2026-10-26
71 West Capital Partners
6$4.5M0.1%IndexVery LowBoston, MA2026-11-04
Parthenon LLC
6$4.5M0.5%CoreVery LowLouisville, KY2026-10-22
Caldwell Trust Co
6$4.5M0.4%GrowthLowVenice, FL2026-10-30
North Star Investment Management Corp.
6$4.5M0.2%CoreLowChicago, IL2026-10-27
Townsend & Associates, Inc
6$4.8M0.4%Deep ValueLowWestminster, CO2026-10-23
Whitegate Investment Counselors, Inc.
6$4.5M1.3%ETFVery LowConcord, NH2026-11-02
First Business Financial Services, Inc.
6$4.5M0.4%ETFVery LowMadison, WI2026-10-29
Birinyi Associates Inc
6$4.5K0.0%GrowthLowWestport, CT2026-10-28
Parallel Advisors, LLC
6$4.5M0.1%IndexLowSan Francisco, CA2026-11-03
Sunpointe, LLC
6$4.5M1.4%GrowthMediumSt. Louis, MO2026-10-22
Aprio Wealth Management, LLC
6$4.5M0.2%ETFMediumAtlanta, GA2026-10-28
OpenArc Corporate Advisory, LLC
6$4.5M0.1%GrowthLowAtlanta, GA2026-10-21
Principle Wealth Partners LLC
6$4.5M0.2%CoreVery LowMadison, CT2026-11-02
Lavelle Capital LP
5$3.7M2.0%GrowthHighSan Francisco, CA2026-11-03
OceanIQ Capital, LLC
5$3.9M2.1%GrowthN/APalo Alto, CA2026-10-19
Cortland Associates Inc
5$3.7M0.5%ValueMediumSt Louis, MO2026-10-29
Adkins Seale Capital Management LLC
5$3.7M3.1%CoreVery LowShreveport, LA2026-10-27
RMR Capital Management, LLC
5$3.7M2.6%ValueVery LowTustin, CA2026-10-23
Washington Trust Advisors, Inc.
5$3.7M0.3%GrowthLowWellesley, MA2026-10-22
Barlow Wealth Partners, LLC
5$3.8M0.4%CoreMediumLouisville, KY2026-10-15
Robertson Stephens Wealth Management, LLC
5$3.7M0.1%ETFMediumSan Francisco, CA2026-10-16
Concurrent Investment Advisors, LLC
5$3.7M0.0%GrowthMediumTampa, FL2026-10-16
Alpine Bank Wealth Management
5$3.7M0.5%ETFHighGrand Junction, CO2026-10-16
Blankinship & Foster, LLC
5$3.7M0.8%ETFVery LowSolana Beach, CA2026-10-19
Verity & Verity, LLC
5$3.7M0.2%YieldLowBeaufort, SC2026-10-23
MGO One Seven LLC
5$3.7M0.1%GrowthLowBeachwood, OH2026-10-28
Narwhal Capital Management
5$3.7M0.3%CoreLowMarietta, GA2026-11-04
Americana Partners, LLC
5$3.7M0.1%CoreMediumHouston, TX2026-10-28
Dixon Fnancial Services, Inc.
5$3.7M1.5%ETFVery LowLafayette, CA2026-10-23
Tarbox Family Office, Inc.
5$3.7M0.5%ETFVery LowNewport Beach, CA2026-10-23
Foundation Resource Management Inc
5$3.7M0.4%ValueLowLittle Rock, AR2026-10-19
Murphy, Middleton, Hinkle & Parker, Inc.
5$3.7M1.5%CoreVery HighThomasville, GA2026-10-15
Richard C. Young & Co., Ltd.
5$3.7M0.3%CoreLowNewport, RI2026-11-04
Citizens National Bank Trust Department
5$3.7M0.5%CoreVery LowMeridian, MS2026-11-04
Goldstein Advisors, LLC
5$3.7M0.3%ETFMediumMadison, WI2026-10-15
Hilltop National Bank
5$3.7M0.8%CoreLowCasper, WY2026-10-14
Cutler Investment Counsel LLC
5$3.7M0.4%CoreLowJacksonville, OR2026-10-28
Navigoe, LLC
5$3.7K0.0%ETFVery LowRedondo Beach, CA2026-11-04
Gryphon Financial Partners LLC
5$3.7M0.3%IndexLowColumbus, OH2026-11-04
NBT Bank, N.A.
5$3.7M0.3%CoreLowNorwich, NY2026-10-21
Angeles Wealth Management, LLC
5$3.7M0.2%ETFLowSanta Monica, CA2026-10-26
Twelve Points Wealth Management LLC
5$4.1M0.8%ETFMediumConcord, MA2026-11-03
Old National Bancorp
5$3.7M0.1%CoreLowEvansville, IN2026-10-20
Confluence Investment Management LLC
5$3.7M0.1%ValueMediumSt. Louis, MO2026-10-01
Kingswood Wealth Advisors, LLC
5$3.7M0.1%GrowthLowSan Diego, CA2026-10-23
St. Louis Trust Co
5$3.7M0.4%ETFVery LowSaint Louis, MO2026-11-03
Corda Investment Management, Llc.
5$3.7M0.2%CoreLowHouston, TX2026-10-22
Obermeyer Wealth Partners
5$3.7M0.1%GrowthLowAspen, CO2026-10-21
Valley Forge Investment Consultants Inc ADV
5$3.7M0.9%ETFVery LowAudubon, PA2026-11-03
Amplius Wealth Advisors, LLC
5$3.7M0.3%ETFLowBlue Bell, PA2026-10-20
Atria Investments, Inc
5$3.7M0.0%CoreMediumCharlotte, NC2026-10-15
Signaturefd, LLC
5$3.7M0.0%IndexLowAtlanta, GA2026-10-23
Elevation Point Wealth Partners, LLC
5$3.7M0.1%CoreHighDenver, CO2026-11-05
Sage Investment Counsel LLC
4$3.0M3.0%ValueMediumFranklin, TN2026-10-26
Nadler Financial Group, Inc.
4$3.0M0.2%ETFVery LowDeerfield, IL2026-10-23
Kestra Private Wealth Services, LLC
4$3.0M0.0%GrowthLowAustin, TX2026-10-30
Marietta Wealth Management, LLC
4$3.2M0.3%GrowthLowMarietta, GA2026-10-22
Santa Monica Partners LP
4$3.0K0.0%GrowthVery LowPalm Beach Gardens, FL2026-10-27
Manitou Investment Management Ltd.
4$3.0M0.6%CoreMediumToronto, Australia2026-10-15
Indivisible Partners
4$3.0M0.1%GrowthMediumClearwater, FL2026-10-26
MV Capital Management, Inc.
4$3.0M0.3%ETFLowBethesda, MD2026-10-29
Victory Financial Group, LLC
4$3.0M0.3%ETFLowAustin, TX2026-10-27
Curbstone Financial Management Corp
4$3.0M0.5%CoreLowManchester, NH2026-10-21
Pinnacle Associates LTD
4$3.0M0.0%CoreLowNew York, NY2026-10-20
Schaper Benz & Wise Investment Counsel Inc
4$3.0M0.2%CoreVery LowNeenah, WI2026-10-09
Flossbach VON Storch SE
4$3.0M0.0%CoreMediumCologne, Hong Kong2026-10-28
Gateway Investment Advisers LLC
4$3.0M0.0%GrowthLowCincinnati, OH2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
4$3.0M0.0%GrowthVery LowSeattle, WA2026-10-27
Asset One Wealth Management LLC
4$3.0M0.3%GrowthLowBellevue, WA2026-11-02
PFG Private Wealth Management, LLC
4$3.0M1.3%ETFHighLutz, FL2026-10-15
Avondale Wealth Management
4$3.0M1.3%ETFLowWest Lake Hills, TX2026-10-15
Curated Wealth Partners LLC
4$3.0M0.2%GARPLowEl Segundo, CA2026-10-15
Johnson Financial Group, LLC
4$3.0M0.1%ETFLowDenver, CO2026-11-03
Steginsky Capital LLC
4$3.0K0.0%GrowthVery LowPort Washington, NY2026-10-07
American National Bank & Trust
4$3.0M0.3%CoreVery LowWichita Falls, TX2026-10-07
HUB Investment Partners, LLC
4$3.0M0.1%GrowthLowAustin, TX2026-11-03
Coastline Trust Co
4$3.0M0.3%GrowthVery LowProvidence, RI2026-10-01
Avior Wealth Management, LLC
4$3.0M0.1%ETFMediumOmaha, NE2026-10-13
Gibraltar Capital Management, Inc.
4$3.0M0.4%CoreLowTulsa, OK2026-10-27
NorthCrest Asset Manangement, LLC
4$3.1M0.1%GrowthLowPlymouth, MN2026-10-13
Baxter Bros Inc
4$3.0M0.3%CoreLowRiverside, CT2026-11-04
University of Maryland Foundation, Inc.
4$3.0K0.0%ETFN/AAdelphi, MD2026-11-04
Fogel Capital Management, Inc.
4$3.0M1.1%CoreVery LowStuart, FL2026-11-04
Ridgecrest Wealth Partners, LLC
4$3.0M1.4%GrowthLowMill Valley, CA2026-10-19
Kennon-Green & Company, LLC
4$3.0M2.3%ValueLowNew Albany, OH2026-10-05
Cambridge Financial Group, LLC
4$3.0M0.9%ETFLowTucson, AZ2026-10-06
Kwmg, LLC
4$3.0M0.2%ETFVery LowOverland Park, KS2026-10-07
Financial Management Network Inc
4$3.0M0.4%ETFLowMission Viejo, CA2026-10-09
Clark Asset Management, LLC
4$3.0M0.2%ETFVery LowStratham, NH2026-10-19
Summit Financial Strategies, Inc.
4$3.0M0.2%ETFLowColumbus, OH2026-10-14
Bond & Devick Financial Network, Inc.
4$3.0M0.7%ETFVery LowSt. Louis Park, MN2026-10-23
Cyndeo Wealth Partners, LLC
4$3.0M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Advantage Trust Co
4$3.0M1.1%ETFVery LowSalina, KS2026-10-19
DeDora Capital, Inc.
4$3.0M0.7%ETFVery LowNapa, CA2026-10-26
TFC Financial Management, Inc.
4$3.0M0.3%ETFVery LowBoston, MA2026-10-26
Axxcess Wealth Management, LLC
4$3.0M0.1%CoreLowCarlsbad, CA2026-10-21
One Day In July LLC
4$3.0M0.2%ETFVery LowBurlington, VT2026-10-30
Reynders McVeigh Capital Management, LLC
4$3.0M0.1%GrowthLowBoston, MA2026-10-30
Canvas Wealth Advisors, LLC
4$3.3M0.4%GrowthLowShawnee, KS2026-11-02
Masterinvest Kapitalanlage GmbH
4$3.0M0.3%GrowthLowVienna, Chile2026-11-03
Heritage Investment Group, Inc.
4$3.0M0.4%ETFVery LowPompano Beach, FL2026-11-03
Indiana Trust & Investment Management Co
4$3.0M0.8%GrowthLowMishawaka, IN2026-10-22
Gibbs Wealth Management
4$3.0M0.3%CoreLowAlpharetta, GA2026-10-22
Holcombe Financial, Inc.
3$2.2M1.2%ETFLowAtlanta, GA2026-10-16
NavPoint Financial, Inc.
3$2.2M0.8%ETFVery LowPrior Lake, MN2026-10-21
Boston Common Asset Management, LLC
3$2.2M0.1%CoreLowBoston, MA2026-10-13
Associated Banc-Corp
3$2.2M0.1%CoreLowGreen Bay, WI2026-10-30
3Chopt Investment Partners, LLC
3$2.2M0.4%CoreLowRichmond, VA2026-10-30
Kanawha Capital Management LLC
3$2.2M0.1%CoreVery LowRichmond, VA2026-10-19
Carderock Capital Management Inc
3$2.2M0.5%GrowthLowChevy Chase, MD2026-10-22
Dynamic Advisor Solutions LLC
3$2.2M0.1%ETFLowPhoenix, AZ2026-10-13
North Berkeley Wealth Management, LLC
3$2.2M0.9%ETFMediumBerkeley, CA2026-11-02
Silver Lake Advisory, LLC
3$2.2M0.8%CoreLowCottonwood Heights, UT2026-10-22
Live Oak Private Wealth LLC
3$2.2M0.3%ValueLowWilmington, NC2026-11-02
Sage Mountain Advisors LLC
3$2.2M0.1%ETFLowAtlanta, GA2026-11-02
Dimensional Fund Advisors LP
3$2.2M0.0%IndexLowAustin, TX2026-11-04
Integral Investment Advisors, Inc.
3$2.2M0.5%ETFVery LowTurlock, CA2026-11-03
Cypress Point Wealth Management, LLC
3$2.2M0.2%ETFLowDallas, TX2026-11-03
Exchange Bank
3$2.2M1.4%CoreLowSanta Rosa, CA2026-10-07
Bank of New Hampshire
3$2.2M0.5%CoreLowLaconia, NH2026-10-06
Philip James Wealth Mangement, LLC
3$2.2M0.2%YieldMediumMilton, GA2026-10-27
Archford Capital Strategies, LLC
3$2.2M0.2%GrowthMediumSwansea, IL2026-10-19
Kings Path Partners LLC
3$2.2M0.6%ETFVery LowSugar Land, TX2026-10-21
Spectrum Asset Management, Inc. (NB )
3$2.2M0.6%CoreMediumNewport Beach, CA2026-10-19
Rare Wolf Capital LLC
3$2.2M1.3%CoreMediumBellevue, WA2026-10-20
Focused Alpha, LLC
3$2.2M0.6%CoreMediumDenver, CO2026-10-20
Hoese & Co LLP
3$2.2M1.5%ETFLowGlencoe, MN2026-10-21
First Interstate Bank
3$2.2M0.1%ETFLowBillings, MT2026-10-23
Montgomery Investment Management Inc
3$2.2M0.7%GARPVery LowRockville, MD2026-10-26
Childress Capital Advisors, LLC
3$2.2M0.3%GARPMediumHouston, TX2026-10-28
Morey & Quinn Wealth Partners, LLC
3$2.2M1.5%CoreVery LowOmaha, NE2026-10-28
XML Financial, LLC
3$2.2M0.2%ETFLowBethesda, MD2026-10-29
Boston Trust Walden Corp
3$2.2M0.0%CoreLowBoston, MA2026-10-30
Plancorp, LLC
3$2.4M0.1%ETFLowSaint Louis, MO2026-11-03
Edgemoor Investment Advisors, Inc.
3$2.2M0.2%CoreVery LowBethesda, MD2026-11-03
Asset Allocation & Management Company, LLC
3$2.2K0.0%ETFLowChicago, IL2026-10-13
Folger Nolan Fleming Douglas Capital Management, Inc
3$2.2M0.2%CoreLowWashington, DC2026-10-13
First Premier Bank
3$2.2K0.0%CoreVery LowSioux Falls, SD2026-10-13
Maltin Wealth Management, Inc.
3$2.2M0.7%ETFMediumRidgewood, NJ2026-10-13
Forvis Mazars Wealth Advisors, LLC
3$2.2M0.0%ETFVery LowSpringfield, MO2026-10-13
First Merchants Corp
3$2.2M0.1%GrowthLowMuncie, IN2026-10-15
TD Waterhouse Canada Inc.
3$2.3M0.0%CoreLowToronto, Australia2026-10-16
Abacus Wealth Partners, LLC
3$2.2M0.3%ETFLowSanta Monica, CA2026-11-03
Schneider Downs Wealth Management Advisors, LP
3$2.2M0.2%ETFVery LowPittsburgh, PA2026-10-27
Chicago Capital, LLC
3$2.2M0.1%GrowthLowChicago, IL2026-10-13
Modera Wealth Management, LLC
3$2.2M0.0%ETFVery LowWestwood, NJ2026-10-28
Chicago Trust Co NA
3$2.2M0.3%CoreLowGrayslake, IL2026-10-28
Fourpath Capital Management, LLC
3$2.2M0.3%CoreMediumOklahoma City, OK2026-10-19
Cantor Fitzgerald Investment Advisors L.P.
3$2.2M0.1%YieldLowNew York, NY2026-10-21
Calamos Wealth Management LLC
3$2.2M0.1%GrowthMediumNaperville, IL2026-11-02
EverSource Wealth Advisors, LLC
3$2.2M0.1%CoreMediumBirmingham, AL2026-11-04
Beverly Hills Private Wealth, LLC
3$2.2M0.4%ValueMediumBeverly Hills, CA2026-11-04
Middleton & Co Inc
3$2.2M0.2%GrowthLowBoston, MA2026-10-23
Ashton Thomas Private Wealth, LLC
3$2.2M0.0%CoreMediumScottsdale, AZ2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
3$2.2M0.0%GrowthVery LowBoston, MA2026-10-23
Stephenson & Company, Inc.
2$1.5M0.7%ETFVery LowSan Clemente, CA2026-10-30
Lyell Wealth Management, LP
2$1.5M0.1%GrowthLowMenlo Park, CA2026-10-30
Pinion Investment Advisors, LLC
2$1.5M0.3%ETFLowWichita, KS2026-11-04
NWF Advisory Services Inc.
2$1.5M0.1%GARPLowLos Angeles, CA2026-10-19
Cardinal Point Capital Management ULC
2$1.5M0.1%ValueLowToronto, Australia2026-10-21
Halter Ferguson Financial Inc.
2$1.5M0.3%Agg GrowthMediumCarmel, IN2026-10-21
Crew Capital Management, Ltd
2$1.5M0.8%GrowthMediumCincinnati, OH2026-10-28
Family Legacy, Inc.
2$1.5M0.4%CoreVery LowGreenville, SC2026-10-13
CRA Financial Services, LLC
2$1.5M0.2%ETFVery LowNorthfield, NJ2026-10-16
TCV Trust & Wealth Management, Inc.
2$1.5M0.1%CoreVery LowRichmond, VA2026-10-16
SteelPeak Wealth, LLC
2$1.5M0.0%GrowthHighWoodland Hills, CA2026-10-16
Trust Co of Toledo NA
2$1.5M0.1%GrowthVery LowHolland, OH2026-10-16
Premier Path Wealth Partners, LLC
2$1.5M0.2%GrowthMediumMadison, NJ2026-10-16
Long Road Investment Counsel, LLC
2$1.5M0.6%CoreVery LowKalamazoo, MI2026-11-04
Smart Wealth LLC
2$1.5M0.3%ETFHighOmaha, NE2026-11-04
Harbor Investment Advisory, LLC
2$1.5M0.1%GrowthLowLutherville, MD2026-10-13
Sentinel Trust Co LBA
2$1.5K0.0%ETFVery LowHouston, TX2026-11-03
Thomas Story & SON LLC
2$1.5M0.5%CoreVery LowCulver, IN2026-10-13
Waldron Private Wealth LLC
2$1.5M0.1%ETFVery LowBridgeville, PA2026-11-02
Y-Intercept (Hong Kong) Ltd
2$1.5M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Rockwood Wealth Management, LLC
2$1.5M0.1%ETFVery LowNew Hope, PA2026-10-27
HRC Wealth Management, LLC
2$1.5M0.6%ETFVery LowMoscow, ID2026-10-16
Jnba Financial Advisors
2$1.5M0.1%ETFMediumBloomington, MN2026-11-03
Wealth Alliance Advisory Group, LLC
2$1.5M0.2%CoreLowWichita, KS2026-10-14
MSH Capital Advisors LLC
2$1.5M0.2%CoreLowScottsdale, AZ2026-11-03
Cohen Capital Management, Inc.
2$1.5M0.2%CoreVery LowCorte Madera, CA2026-10-14
Meixler Investment Management, Ltd.
2$1.5M0.8%YieldMediumShow Low, AZ2026-11-03
Waterfront Wealth Inc.
2$1.6M0.3%ValueLowOverland Park, KS2026-11-03
Tradewinds Capital Management, LLC
2$1.5M0.3%ETFVery HighBellingham, WA2026-10-23
Meridian Investment Counsel Inc.
2$1.5M0.3%GARPLowLafayette, CA2026-10-14
Roof Eidam Maycock Peralta, LLC
2$1.5M0.3%ETFVery LowSan Francisco, CA2026-10-15
Enterprise Financial Services Corp
2$1.5M0.6%CoreVery LowClayton, MO2026-11-03
Snider Financial Group
2$1.5M0.4%GrowthLowBellevue, WA2026-10-16
IFP Advisors, Inc
2$1.5M0.0%GrowthLowTampa, FL2026-10-16
WealthPLAN Partners, LLC
2$1.5M0.3%CoreMediumOmaha, NE2026-10-15
IPG Investment Advisors LLC
2$1.5M0.2%CoreMediumSan Diego, CA2026-10-30
Wealth Architects, LLC
2$1.5M0.1%ETFVery LowMountain View, CA2026-11-03
WealthBridge Capital Management, LLC
2$1.5M0.3%ETFLowWesterville, OH2026-10-16
Melone Private Wealth, LLC
2$1.5M0.6%ETFMediumAuburn Hills, MI2026-10-16
Capital Investment Advisory Services, LLC
2$1.5M0.1%CoreMediumRaleigh, NC2026-10-30
Bill Few Associates, Inc.
2$1.5M0.3%CoreVery LowSewickley, PA2026-10-09
Farrow Financial, Inc.
2$1.5M0.8%ETFLowSouth Burlington, VT2026-10-30
Cadinha & Co LLC
2$1.5M0.2%GrowthLowHonolulu, HI2026-10-22
Guardsman Private Capital Management, Inc.
2$1.5M1.0%ETFVery LowSarasota, FL2026-10-19
Steel Grove Capital Advisors, LLC
2$1.5M0.1%ETFLowMemphis, TN2026-10-13
Vise Technologies, Inc.
2$1.5M0.0%IndexLowNew York, NY2026-10-29
StrongBox Wealth, LLC
2$1.5M0.4%GrowthLowLee'S Summit, MO2026-11-02
TFB Advisors LLC
2$1.5M0.6%ETFLowOverland Park, KS2026-11-02
MMA Asset Management LLC
2$1.5M0.5%ETFMediumNew York, NY2026-11-02
Alpha Advisors, LLC
2$1.5M1.1%ETFMediumRichmond, VA2026-10-19
SkyOak Wealth, LLC
2$1.6M0.3%ETFLowSouthfield, MI2026-10-28
Sonata Capital Group Inc
2$1.5M0.5%ETFVery LowSeattle, WA2026-10-19
Monument Capital Management
2$1.5M0.3%GARPHighAlexandria, VA2026-10-09
CapWealth Advisors, LLC
2$1.5M0.1%CoreLowFranklin, TN2026-10-05
Sharper & Granite LLC
2$1.4M0.5%ETFLowEl Segundo, CA2026-11-02
LVW Advisors, LLC
2$1.5M0.1%CoreMediumPittsford, NY2026-10-19
Landmark Wealth Management, Inc.
2$1.5M0.5%ETFLowNormal, IL2026-11-04
James J. Burns & Company, LLC
2$1.5M0.2%ETFVery LowMelville, NY2026-10-22
AlphaCore Capital LLC
2$1.5M0.0%ETFLowLa Jolla, CA2026-11-04
Triangle Securities Wealth Management
2$1.5M0.3%CoreLowRaleigh, NC2026-10-14
Investment Partners, Ltd.
2$1.5M0.2%ETFVery LowNew Philadelphia, OH2026-10-29
First Pacific Financial
2$1.5M0.2%ETFLowVancouver, WA2026-10-14
Valley National Advisers Inc
2$1.5M0.2%ETFLowBethlehem, PA2026-10-23
Sowell Financial Services LLC
2$1.5M0.0%CoreLowNorth Little Rock, AR2026-10-23
Carolina Wealth Management Inc
2$1.5M0.6%ETFN/AGreenville, NC2026-10-29
Diesslin Group, Inc.
2$1.5M0.6%ETFMediumFort Worth, TX2026-10-14
Boothe Investment Group, Inc.
2$1.5M0.4%YieldLowDover, DE2026-10-22
Aspiriant, LLC
2$1.5M0.0%ETFVery LowLos Angeles, CA2026-10-16
Crown Wealth Group, LLC
2$1.5M0.4%ETFMediumCharlotte, NC2026-10-19
Grimes & Co Wealth Management, LLC
2$1.5M0.0%CoreLowWestborough, MA2026-10-29
Wealth Intelligence, LLC
2$1.5M0.7%ValueLowColumbus, GA2026-10-16
Canandaigua National Bank & Trust Co
2$1.5M0.1%CoreVery LowCanandaigua, NY2026-10-07
Forte Asset Management LLC
2$1.5M0.6%ETFLowBedford, NY2026-10-13
Northwest Wealth Management, LLC
2$1.5M0.2%ETFLowSpencer, IA2026-10-30
Cove Private Wealth, LLC
2$1.5M0.3%GrowthLowOyster Bay Cove, NY2026-10-28
Epiq Partners, LLC
2$1.5M0.6%YieldLowMinneapolis, MN2026-10-07
Independent Wealth Network Inc.
2$1.5M0.4%ETFMediumUrbandale, IA2026-10-19
Chesley Taft & Associates LLC
2$1.5M0.1%CoreLowChicago, IL2026-10-13
Evolution Wealth Advisors, LLC
2$1.5M0.2%ETFLowAventura, FL2026-11-03
Creative Capital Management Investments LLC
2$1.5M0.3%ETFLowSan Diego, CA2026-10-28
Harbour Trust & Investment Management Co
2$1.5M0.1%GrowthLowMichigan City, IN2026-10-28
Park Avenue Securities LLC
2$1.5K0.0%ETFMediumNew York, NY2026-10-26
Meitav Investment House LTD
2$1.5M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Bryant Woods Investment Advisors, LLC
2$1.5M0.4%ETFLowGetzville, NY2026-10-26
Traynor Capital Management, Inc.
2$1.5M0.1%GrowthLowMalvern, PA2026-10-29
Omega Financial Group, LLC
2$1.5M0.5%ETFVery LowSanta Barbara, CA2026-10-29
Hurlow Wealth Management Group, Inc.
2$1.5M0.3%ETFVery LowBloomington, IN2026-10-29
Stonekeep Investments, LLC
2$1.5M0.9%ETFLowSante Fe, NM2026-10-15
Key FInancial Inc
2$1.5M0.2%ETFLowWest Chester, PA2026-11-02
Pacific Center for Financial Services
2$1.5M0.3%ETFMediumDanville, CA2026-10-15
Ascentis Independent Advisors
2$1.5M0.1%ETFLowDallas, TX2026-11-03
True North Advisors, LLC
2$1.5M0.1%CoreMediumDallas, TX2026-10-22
Sellwood Investment Partners LLC
2$1.5M0.5%ETFLowPortland, OR2026-11-03
NorthLanding Financial Partners, LLC
2$1.5M1.0%ETFLowRochester, NY2026-10-15
Avantax Planning Partners, Inc.
2$1.5M0.0%ETFLowDubuque, IA2026-11-03
Sagespring Wealth Partners, LLC
2$1.5M0.0%ETFLowFranklin, TN2026-10-22
Waters Parkerson & Co., LLC
2$1.5M0.1%CoreVery LowNew Orleans, LA2026-11-04
Northern Lights Advisors, Inc.
2$1.5M0.8%ETFVery LowSeattle, WA2026-10-21
Private Client Services, LLC
2$1.5M0.4%ETFMediumLouisville, KY2026-10-02
CGN Advisors LLC
2$1.5M0.1%ETFLowManhattan, KS2026-10-21
Neville Rodie & Shaw Inc
2$1.5K0.1%GrowthLowNew York, NY2026-10-05
Quadrant Capital Group LLC
2$1.6M0.0%CoreLowCincinnati, OH2026-10-20
Rhodes Investment Advisors Inc
2$1.5M1.1%CoreMediumFort Worth, TX2026-10-07
RTD Financial Advisors, Inc.
2$1.5M0.2%ETFLowPhiladelphia, PA2026-10-09
Clayton Financial Group LLC
2$1.5M0.8%ETFLowSt. Louis, MO2026-10-13
Kathmere Capital Management, LLC
2$1.5M0.1%ETFLowWayne, PA2026-10-20
Ulland Investment Advisors, LLC
2$1.5K0.0%GrowthVery LowMinneapolis, MN2026-10-13
Allied Investment Advisors, LLC
2$1.5M0.1%ValueLowBillings, MT2026-10-13
Hingham Institution for Savings
2$1.5M1.1%CoreLowHingham, MA2026-10-20
Prime Capital Investment Advisors, LLC
2$1.5M0.0%ETFLowOverland Park, KS2026-10-20
Robinswood Financial LLC
2$1.6M0.5%ETFVery LowKirkland, WA2026-10-20
Succession Financial, Inc.
2$1.5M1.4%ETFN/AMckinney, TX2026-10-14
KMG Fiduciary Partners, LLC
2$1.5M0.1%GrowthLowToledo, OH2026-10-14
Ignite Planners, LLC
2$1.5M0.2%CoreLowSan Clemente, CA2026-10-14
Capital Advantage, Inc.
2$1.5M0.2%ETFMediumWalnut Creek, CA2026-10-14
New Perspectives, Inc
2$1.5M0.5%ETFVery LowTougaloo, MS2026-10-14
WealthSpring Partners, LLC
2$1.5M1.6%ETFLowLong Beach, CA2026-10-14
Wealth Quarterback LLC
2$1.5M0.5%ETFMediumToms River, NJ2026-10-20
GHP Investment Advisors, Inc.
2$1.5M0.1%CoreVery LowDenver, CO2026-10-15
LEE Danner & Bass Inc
2$1.5M0.1%ValueVery LowNashville, TN2026-10-27
Chicago Partners Investment Group LLC
2$1.6M0.0%GARPLowChicago, IL2026-10-27
Sage Rhino Capital LLC
2$1.5M0.2%ETFLowMenlo Park, CA2026-10-28
Burney Co/
2$1.5M0.0%GARPMediumReston, VA2026-10-15
Interchange Capital Partners, LLC
2$1.5M0.2%GrowthLowPittsburgh, PA2026-10-28
Penobscot Investment Management Company, Inc.
2$1.5M0.1%GrowthLowBoston, MA2026-10-26
Wilkerson Advisory Group LLC
2$1.5M0.4%ETFMediumColumbia, MO2026-10-20
Perigon Wealth Management, LLC
1$747.0K0.0%GrowthLowSan Francisco, CA2026-10-22
XY Planning Network, Inc.
1$747.0K0.1%ETFLowBozeman, MT2026-10-14
Physicians Financial Services, Inc.
1$7470.0%CoreVery LowRaleigh, NC2026-11-04
Arcadia Wealth Management, LLC
1$747.0K0.2%ETFLowManchester, NH2026-10-22
CDM Financial Counseling Services, Inc.
1$747.0K0.6%ETFVery LowNorwich, CT2026-10-15
Eagle Rock Investment Company, LLC
1$747.0K0.1%CoreLowAtlanta, GA2026-10-21
Gen-Wealth Partners Inc
1$747.0K0.2%CoreLowZeeland, MI2026-11-04
Magnus Financial Group LLC
1$747.0K0.0%ETFLowNew York, NY2026-10-21
Momentous Wealth Management, Inc.
1$747.0K0.4%ETFVery LowVancouver, WA2026-10-21
D.B. Root & Company, LLC
1$747.0K0.2%ETFLowPittsburgh, PA2026-11-04
Foster Victor Wealth Advisors, LLC
1$798.7K0.0%CoreMediumGreenville, SC2026-10-21
Ferguson Johnson Wealth Management Inc
1$747.0K0.5%ETFVery LowRockville, MD2026-11-05
Capital Wealth Alliance, LLC
1$747.0K0.3%CoreLowScottsdale, AZ2026-10-20
SP Asset Management LLC
1$747.0K0.1%CoreVery LowCupertino, CA2026-11-05
Albion Financial Group
1$747.0K0.0%GrowthLowSalt Lake City, UT2026-10-21
Shepherd Street Advisors LLC
1$774.3K0.7%GrowthLowLarkspur, CA2026-10-21
Element Pointe Advisors, LLC
1$747.0K0.1%ETFLowMiami, FL2026-10-21
Verdence Capital Advisors LLC
1$747.0K0.0%CoreMediumHunt Valley, MD2026-10-26
Barry Investment Advisors, LLC
1$747.0K0.1%ETFLowNew Bedford, MA2026-10-14
MassMutual Private Wealth & Trust, FSB
1$747.0K0.0%CoreLowSpringfield, MA2026-10-05
True Private Wealth Advisors
1$747.0K0.1%ETFMediumSalem, OR2026-10-19
BCO Wealth Management LLC
1$747.0K0.4%ETFLowCarlsbad, NM2026-10-14
Harfst & Associates, Inc.
1$747.0K0.1%GARPLowSheridan, WY2026-10-20
ATX Financial Planning, LLC
1$747.0K0.5%ETFHighAustin, TX2026-10-14
Chronos Wealth Management, LLC
1$747.0K0.3%CoreVery LowClearwater, FL2026-10-20
Integris Wealth Management, LLC
1$747.0K0.1%ETFVery LowMonterey, CA2026-10-14
Arlington Trust Co LLC
1$747.0K0.1%ETFMediumBirmingham, AL2026-10-20
Shikiar Asset Management Inc
1$7470.0%CoreMediumNew York, NY2026-10-20
Three Arch Wealth Management LLC
1$747.0K0.1%ETFVery LowIrvine, CA2026-10-20
BLB&B Advisors, LLC
1$747.0K0.0%ETFLowMontgomeryville, PA2026-10-27
Stanley-Laman Group, Ltd.
1$747.0K0.1%GrowthMediumBerwyn, PA2026-10-20
Gerald Baker Financial Group LLC
1$747.0K0.2%GARPLowArlington, TX2026-10-09
Tilia Fiduciary Partners, Inc.
1$747.0K0.3%CoreLowWilmington, NC2026-10-09
Councilmark Asset Management, LLC
1$747.0K0.4%CoreVery LowKnoxville, TN2026-10-20
jvl associates llc
1$747.0K0.2%ETFLowWyoming, MI2026-10-09
Atlas Brown,Inc.
1$747.0K0.2%GrowthLowLouisville, KY2026-10-09
LVM Capital Management LTD
1$747.0K0.1%GrowthLowPortage, MI2026-10-20
Heritage OAK Wealth Advisors LLC
1$747.0K0.2%ValueHighSanta Rosa Beach, FL2026-10-14
Financial Futures Ltd Liability Co.
1$747.0K0.3%ETFLowBrielle, NJ2026-10-13
Shearwater Capital LLC
1$747.0K0.4%ETFVery LowDenver, CO2026-10-13
Congress Park Capital LLC
1$747.0K0.2%ValueLowSaratoga Springs, NY2026-10-13
Gratus Wealth Advisors, LLC
1$747.0K0.1%ETFLowVirginia Beach, VA2026-10-26
Ballast Rock Private Wealth LLC
1$747.0K0.3%ETFMediumCharleston, SC2026-10-26
Able Financial Group, LLC
1$747.0K0.1%ETFLowScottsdale, AZ2026-10-14
Patten & Patten Inc
1$747.0K0.0%CoreLowChattanooga, TN2026-10-26
Weatherly Asset Management L. P.
1$747.0K0.1%GrowthVery LowDel Mar, CA2026-10-20
Infinity Wealth Counsel, LLC
1$747.0K0.6%ETFVery LowLoveland, OH2026-10-15
Wedgewood Investors Inc
1$747.0K0.8%CoreLowErie, PA2026-10-28
Ballast, Inc.
1$747.0K0.1%ETFLowLexington, KY2026-10-20
Autumn Glory Partners, LLC
1$747.0K0.2%CoreMediumDallas, TX2026-10-26
Lanark Financial, Inc.
1$747.0K0.1%CoreMediumBirmingham, AL2026-10-26
Trust Point Inc.
1$747.0K0.1%CoreMediumLa Crosse, WI2026-10-27
Arbor Investment Advisors, LLC
1$747.0K0.1%ETFVery LowWinston Salem, NC2026-10-26
Alta Capital Management LLC/
1$747.0K0.1%GrowthMediumSalt Lake City, UT2026-10-26
Heritage Investors Management Corp
1$7470.0%CoreVery LowBethesda, MD2026-10-29
Beacon Investment Advisory Services, Inc.
1$747.0K0.0%GrowthLowMorristown, NJ2026-10-13
TriaGen Wealth Management LLC
1$747.0K0.2%CoreMediumCalabasas, CA2026-10-14
Pinnacle Wealth Management Group, Inc.
1$747.0K0.3%ETFMediumPlymouth, MI2026-10-15
Xcel Wealth Management, LLC
1$747.0K0.2%CoreMediumHolly Hill, FL2026-10-26
Orca Wealth Management, LLC
1$747.0K0.4%GARPLowNew Port Richey, FL2026-10-14
Flagship Harbor Advisors, LLC
1$747.0K0.0%ETFMediumBoston, MA2026-10-26
Acorn Financial Advisory Services Inc
1$747.0K0.1%ETFMediumReston, VA2026-11-02
Midwest Heritage Bank, FSB
1$747.0K0.2%ETFVery LowWest Des Moines, IA2026-10-26
apricus wealth, LLC
1$747.0K0.3%YieldMediumBeaufort, SC2026-10-26
BridgePort Financial Solutions, LLC
1$747.0K0.2%ETFLowFairfield, IA2026-11-02
Cascade Investment Advisors, Inc.
1$747.0K0.4%ValueLowOregon City, OR2026-11-02
Plimoth Trust Co LLC
1$747.0K0.1%CoreLowSwansea, MA2026-10-26
Financial Planning Hawaii, Inc.
1$747.0K0.4%CoreVery LowHonolulu, HI2026-10-13
Financial Management Professionals, Inc.
1$747.0K0.1%ETFMediumAustin, TX2026-10-23
Cypress Capital Group
1$747.0K0.1%CoreLowPalm Beach, FL2026-11-03
Relyea Zuckerberg Hanson LLC
1$747.0K0.1%ETFLowStamford, CT2026-10-20
Armstrong, Fleming & Moore, Inc
1$747.0K0.2%GrowthVery LowWashington, DC2026-10-28
Pullen Investment Management, LLC
1$747.0K0.4%Deep ValueMediumBradenton, FL2026-10-23
Amarillo National Bank
1$747.0K0.1%ETFVery LowAmarillo, TX2026-10-23
Tandem Capital Management Corp
1$747.0K0.3%CoreLowWoodcliff Lake, NJ2026-10-22
Smith Salley Wealth Management
1$747.0K0.0%GrowthLowGreensboro, NC2026-11-03
Chemistry Wealth Management LLC
1$747.0K0.1%CoreLowNew York, NY2026-10-16
Three Seasons Wealth, LLC
1$747.0K0.1%GrowthMediumSalt Lake City, UT2026-11-03
Paragon Advisors, LLC
1$747.0K0.1%ETFHighCollege Station, TX2026-11-03
North Capital, Inc.
1$780.4K0.6%ETFLowSalt Lake City, UT2026-10-16
RMR Wealth Builders
1$747.0K0.0%ETFLowMontclair, NJ2026-10-22
VestGen Advisors, LLC
1$747.0K0.0%GrowthMediumChicago, IL2026-10-27
Quaker Wealth Management, LLC
1$747.0K0.2%ETFMediumMoorestown, NJ2026-10-22
Cresta Advisors, Ltd.
1$747.0K0.3%ETFVery LowLaredo, TX2026-10-14
Means Investment Co., Inc.
1$747.0K0.1%GrowthVery LowBangor, ME2026-11-03
GSG Advisors LLC
1$747.0K0.2%ETFVery LowMount Laurel, NJ2026-11-03
Impact Capital Partners LLC
1$747.0K0.2%GrowthLowGreenwood Village, CO2026-10-22
Union Bancaire Privee, UBP SA
1$753.4K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Tritonpoint Wealth, LLC
1$747.0K0.1%CoreLowChevy Chase, MD2026-10-19
LongView Wealth Management
1$747.0K0.2%ETFLowAtlanta, GA2026-10-19
Herold Advisors, Inc.
1$747.0K0.1%CoreLowNew York, NY2026-10-19
Monarch Capital Management Inc
1$747.0K0.2%CoreVery LowFort Wayne, IN2026-10-19
Secure Asset Management, LLC
1$747.0K0.1%GrowthMediumTroy, MI2026-10-19
Kercheville Advisors, LLC
1$747.0K0.2%GrowthMediumSan Antonio, TX2026-10-19
Sterling Investment Counsel, LLC
1$747.0K0.2%GrowthLowBuffalo, NY2026-10-19
Cordatus Wealth Management LLC
1$747.0K0.2%GrowthMediumNewtown, PA2026-10-19
Jeppson Wealth Management, LLC
1$747.0K0.2%CoreLowManhattan Beach, CA2026-10-20
Net Worth Advisory Group
1$847.1K0.2%GARPMediumSandy, UT2026-10-20
Cushing Capital Partners, LLC
1$747.0K0.5%ETFLowDelafield, WI2026-10-20
Trust Co of Vermont
1$747.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Assetmark, Inc
1$747.0K0.0%ETFLowConcord, CA2026-10-21
Ledyard National Bank
1$747.0K0.1%CoreLowHanover, NH2026-10-21
Crescent Grove Advisors, LLC
1$747.0K0.1%ETFLowLake Forest, IL2026-10-21
Powell Investment Advisors, LLC
1$747.0K0.2%ETFVery LowMiami, FL2026-10-22
Lake Street Private Wealth, LLC
1$747.0K0.1%GrowthLowChicago, IL2026-10-22
T3 Companies, LLC
1$747.0K0.7%CoreVery HighNew York, NY2026-10-22
Visionary Horizons, LLC
1$747.0K0.3%ETFLowKnoxville, TN2026-10-22
Murphy Pohlad Asset Management LLC
1$747.0K0.3%ValueLowEden Prairie, MN2026-10-22
West Financial Advisors, LLC
1$747.0K0.1%ETFLowDes Moines, IA2026-10-22
Beaumont Financial Advisors, LLC
1$747.0K0.0%GrowthMediumNeedham, MA2026-10-22
Cross Staff Investments Inc
1$747.0K0.4%CoreVery LowPittsford, NY2026-10-22
Capital Investment Advisors, LLC
1$747.0K0.0%CoreLowAtlanta, GA2026-10-22
Private Wealth Partners, LLC
1$747.0K0.1%GrowthLowMill Valley, CA2026-10-22
Mlp3, LLC
1$747.0K0.6%CoreVery LowLinwood, NJ2026-10-22
BIP Wealth, LLC
1$747.0K0.0%ETFMediumAtlanta, GA2026-10-22
SRH Advisors, LLC
1$747.0K0.2%ETFVery LowSalina, KS2026-10-22
MBL Wealth, LLC
1$747.0K0.0%ETFLowCharlotte, NC2026-10-22
Seven Mile Advisory
1$747.0K0.5%GrowthLowTallahassee, FL2026-10-22
G2 Capital Management, LLC / OH
1$747.0K0.2%ETFVery LowColumbus, OH2026-10-23
MN Wealth Advisors, LLC
1$747.0K0.3%ETFMediumOverland Park, KS2026-10-23
Evanson Financial, LLC
1$747.0K0.0%ETFN/AMclean, VA2026-10-23
Brandywine OAK Private Wealth LLC
1$747.0K0.1%ETFVery LowKennett Square, PA2026-10-23
Noble Family Wealth, LLC
1$747.0K0.1%ETFVery LowClearwater, FL2026-10-26
SJS Investment Consulting Inc.
1$747.0K0.1%ETFVery LowSylvania, OH2026-10-26
Portland Financial Advisors Inc
1$747.0K1.3%ETFVery LowPort Washington, NY2026-10-26
Glass Jacobson Investment Advisors llc
1$747.0K0.2%ETFLowOwings Mills, MD2026-10-26
Capital Advisors, Ltd. LLC
1$7470.0%ETFLowShaker Heights, OH2026-10-27
Clarity Capital Advisors, LLC
1$747.0K0.3%ETFVery LowLakewood Ranch, FL2026-10-27
AAF Wealth Management, LLC
1$747.0K0.3%ETFLowWestborough, MA2026-10-28
Mountain Pacific Investment Advisers LLC
1$747.0K0.1%CoreVery LowBoise, ID2026-10-29
Garde Capital, Inc.
1$747.0K0.0%ETFLowSeattle, WA2026-10-29
Lesa Sroufe & Co
1$7470.0%Deep ValueLowSeattle, WA2026-10-29
TCI Wealth Advisors, Inc.
1$747.0K0.0%ETFLowTucson, AZ2026-10-30
Lountzis Asset Management, LLC
1$747.0K0.2%CoreVery LowWyomissing, PA2026-10-30
Hara Capital LLC
1$747.0K0.4%Deep ValueMediumBellevue, WA2026-10-30
Tenret Co LLC
1$747.0K0.3%ETFVery LowTampa, FL2026-11-02
Pine Haven Investment Counsel, Inc
1$747.0K0.5%CoreVery LowFairhaven, MA2026-11-02
Sterling Group Wealth Management, LLC
1$747.0K0.3%ETFLowPasadena, CA2026-11-03
Woodard & Co Asset Management Group Inc
1$747.0K0.1%ETFMediumBermuda Run, NC2026-11-03
Phillip James Consulting Co.
1$747.0K0.5%ETFVery HighPlymouth, MN2026-11-03
5th Street Advisors, LLC
1$747.0K0.3%ETFLowSouthport, CT2026-11-04
Bryn Mawr Trust Advisors, LLC
1$747.0K0.0%CoreLowPhiladelphia, PA2026-11-04
Facet Wealth, Inc.
1$747.0K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Quantify Chaos Advisors, LLC
1$747.0K1.7%ETFMediumBrooklyn, NY2026-11-04
Allstreet Capital Advisors LLC
1$747.0K0.5%ETFVery LowLos Angeles, CA2026-11-04
Compagnie Lombard Odier SCmA
1$747.0K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Plante Moran Financial Advisors, LLC
1$747.0K0.0%ETFVery LowSouthfield, MI2026-11-04
Welch & Forbes LLC
1$747.0K0.0%CoreVery LowBoston, MA2026-11-04
Argent Capital Management LLC
1$747.0K0.0%CoreMediumSt Louis, MO2026-10-05
Rockland Trust Co
1$747.0K0.0%CoreLowHanover, MA2026-10-05
Colton Groome Financial Advisors, LLC
1$747.0K0.2%ETFLowAsheville, NC2026-10-06
Legacy Private Trust Co.
1$747.0K0.0%ETFLowNeenah, WI2026-10-06
RVW Wealth, LLC
1$747.0K0.0%ETFVery LowLos Angeles, CA2026-10-06
Gradient Investments LLC
1$747.0K0.0%CoreMediumArden Hills, MN2026-10-08
Sprinkle Financial Consultants LLC
1$747.0K0.3%ETFLowLittleton, CO2026-10-09
Independent Financial Group, LLC
1$747.0K0.0%GrowthLowSan Diego, CA2026-10-13
Regent Peak Wealth Advisors LLC
1$747.0K0.1%GrowthLowAtlanta, GA2026-10-13
Windsor Capital Management, LLC
1$747.0K0.2%ETFVery LowPhoenix, AZ2026-10-13
Legal Advantage Investments, Inc.
1$747.0K0.2%Agg GrowthLowLos Altos Hills, CA2026-10-13
Bailard, Inc.
1$747.0K0.0%GrowthMediumFoster City, CA2026-10-13
Cherry Creek Investment Advisors, Inc.
1$747.0K0.3%GrowthLowEnglewood, CO2026-10-14
Meritas Wealth Management, LLC
1$747.0K0.3%ETFVery LowSan Rafael, CA2026-10-14
Harrington Investments, Inc
1$747.0K0.4%CoreVery LowNapa, CA2026-10-14
Martel Wealth Advisors LLC
1$747.0K0.1%ETFVery LowVancouver, WA2026-10-14
Nvwm, LLC
1$747.0K0.1%GrowthMediumYardley, PA2026-10-14
West Wealth Group, LLC
1$747.0K0.1%ETFMediumIrvine, CA2026-10-14
ZWJ Investment Counsel Inc
1$747.0K0.0%CoreLowAtlanta, GA2026-10-15
Fort Washington Investment Advisors Inc
1$747.0K0.0%CoreLowCincinnati, OH2026-10-15
Milestone Asset Management, LLC
1$747.0K0.1%GrowthHighPittsburgh, PA2026-10-15
Eagle Bay Advisors LLC
1$747.0K0.5%GrowthMediumNew York, NY2026-10-16
ARS Wealth Advisors Group, LLC
1$747.0K0.1%CoreLowSt. Petersburg, FL2026-10-16
GFG Capital, LLC
1$747.0K0.2%GrowthMediumMiami, FL2026-10-16
Perryman Financial Advisory Inc
1$747.0K0.1%GrowthVery LowDallas, TX2026-10-16
SC&H Financial Advisors, Inc.
1$747.0K0.1%ETFVery LowHunt Valley, MD2026-10-14
Founders Grove Wealth Partners, LLC
1$747.0K0.1%ETFLowRichmond, VA2026-10-16
1834 Investment Advisors Co
1$747.0K0.1%ValueLowMilwaukee, WI2026-10-16
Lee Financial Co
1$747.0K0.1%ETFVery LowDallas, TX2026-10-16
Forbes J M & Co LLP
1$747.0K0.1%GrowthVery LowBoston, MA2026-10-16
Forum Financial Management, LP
1$747.0K0.0%ETFLowLombard, IL2026-10-16
Vontobel Holding Ltd.
1$747.0K0.0%CoreMediumZurich, Switzerland2026-10-16
Parisi Gray Wealth Management
1$747.0K0.1%GrowthLowMendham, NJ2026-10-16
Hengehold Capital Management LLC
1$747.0K0.1%ETFLowCincinnati, OH2026-10-16
McKinley Carter Wealth Services, Inc.
1$747.0K0.0%ETFMediumWheeling, WV2026-10-16
Miramontes Capital, LLC
1$747.0K0.2%GrowthVery LowNewport, CA2026-10-19
Narus Financial Partners, LLC
1$747.0K0.2%ValueLowSalt Lake City, UT2026-10-19
First Bank & Trust
1$747.0K0.1%CoreLowBrookings, SD2026-10-19
Financial Partners Group, Inc
1$747.0K0.1%ETFLowOverland Park, KS2026-10-19
Woodward Financial Advisors, Inc.
1$747.0K0.3%ETFVery LowChapel Hill, NC2026-10-19
FF Advisors,LLC
1$747.0K0.3%ETFLowManhattan Beach, CA2026-10-21
Mccarter Private Wealth Services LLC
1$747.0K0.3%CoreLowBoston, MA2026-10-22
Core Wealth Management, Inc.
1$747.0K0.2%ETFVery LowJupiter, FL2026-10-22
River Street Advisors LLC
1$747.0K0.2%CoreLowAurora, IL2026-10-22
NovaPoint Capital, LLC
1$747.0K0.2%CoreLowAtlanta, GA2026-10-22
Founders Capital Management, LLC
1$747.0K0.1%CoreVery LowHartford, CT2026-10-23
Simplicity Wealth,LLC
1$747.0K0.0%ETFLowSummit, NJ2026-10-23
Madrona Financial Services, LLC
1$747.0K0.1%ETFLowEverett, WA2026-10-23
Lorne Steinberg Wealth Management Inc.
1$747.0K0.2%ValueLowMontreal, Quebec, South Africa2026-10-23
Financial Consulate, Inc
1$747.0K0.1%ETFLowHunt Valley, MD2026-10-23
Tanglewood Wealth Management, Inc.
1$747.0K0.1%ETFMediumHouston, TX2026-10-23
Altfest L J & Co Inc
1$747.0K0.1%ETFHighNew York, NY2026-10-27
Wendell David Associates Inc
1$7470.0%CoreVery LowPortsmouth, NH2026-10-27
Strid Group, LLC
1$747.0K0.1%ETFLowNewtown Square, PA2026-10-28
Founders Financial Securities LLC
1$747.0K0.0%ETFMediumTowson, MD2026-10-28
Greatmark Investment Partners, Inc.
1$747.0K0.1%ValueVery LowColumbus, GA2026-10-28
Cranbrook Wealth Management, LLC
1$747.0K0.1%ETFVery LowBloomfield Hills, MI2026-10-28
Ridgepath Capital Management LLC
1$747.0K0.4%ETFHighKnoxville, TN2026-10-29
Certified Advisory Corp
1$747.0K0.1%ETFLowAltamonte Springs, FL2026-10-29
Welch Group, LLC
1$747.0K0.0%CoreVery LowBirmingham, AL2026-10-29
Garner Asset Management Corp
1$821.9K0.3%CoreLowPlano, TX2026-10-30
Appleton Partners Inc
1$7470.0%GrowthLowBoston, MA2026-10-30
Concord Wealth Partners
1$747.0K0.1%GrowthLowAbingdon, VA2026-11-02
SeaBridge Investment Advisors LLC
1$747.0K0.1%GrowthMediumSummit, NJ2026-11-02
Rainier Family Wealth Inc
1$747.0K0.4%GrowthLowTacoma, WA2026-11-02
Horst & Graben Wealth Management LLC
1$747.0K0.1%ETFMediumPortland, OR2026-11-02
Inscription Capital, LLC
1$747.0K0.1%GARPMediumHouston, TX2026-11-02
Brady Family Wealth, LLC
1$747.0K0.2%CoreVery LowSaint Louis, MO2026-11-02
Quadcap Wealth Management, LLC
1$747.0K0.1%ETFLowFrisco, TX2026-11-02
Tctc Holdings, LLC
1$747.0K0.0%ValueVery LowDallas, TX2026-11-02
Maple Capital Management, Inc.
1$747.0K0.0%GrowthLowMontpelier, VT2026-11-02
Asset Dedication, LLC
1$747.0K0.0%ETFLowSan Francisco, CA2026-11-03
RFG Advisory, LLC
1$747.0K0.0%ETFMediumBirmingham, AL2026-11-03
Lazard Freres Gestion S.A.S.
1$7470.0%GrowthLowParis, India2026-11-03
Keystone Wealth Services, LLC
1$753.4K0.1%ETFHighPalm Desert, CA2026-11-03
American Institute for Advanced Investment Management, LLP
1$747.0K0.4%ETFLowScottsdale, AZ2026-11-03
Spectrum Advisors, Inc.
1$747.0K0.5%N/AN/APlano, TX2026-11-03
Carrera Capital Advisors
1$747.0K0.1%ETFMediumTroy, MI2026-11-03
Formidable Asset Management, LLC
1$748.9K0.1%CoreLowCincinnati, OH2026-11-03
Pegasus Asset Management, Inc.
1$747.0K0.2%GrowthLowMorristown, NJ2026-11-03
Biltmore Family Office, LLC
1$747.0K0.1%GrowthLowCharlotte, NC2026-11-03
Leelyn Smith, LLC
1$747.0K0.1%GrowthLowGeneva, IL2026-11-03
Diversified Portfolios, Inc.
1$747.0K0.1%ETFLowBloomfield Hills, MI2026-11-04
Nitor Capital Management, LLC
1$747.0K0.5%CoreVery LowEnglewood Cliffs, NJ2026-11-04
Csenge Advisory Group
1$747.0K0.0%ETFMediumClearwater, FL2026-11-04
WBH Advisory Inc
1$747.0K0.1%ETFLowBaltimore, MD2026-11-05
Analyst IMS Investment Management Services Ltd.
1$7470.0%ETFLowTel-Aviv, Luxembourg2026-11-05
Flagstone Financial Management
1$747.0K0.2%ETFVery LowLincoln, NE2026-11-05
Versant Capital Management, Inc
1$747.0K0.1%GARPLowPhoenix, AZ2026-10-02
Diversified Management Inc
1$747.0K0.1%CoreVery LowMilwaukee, WI2026-10-08
Midwest Financial Partners Investments, Inc.
1$747.0K0.3%ETFVery LowSt. Cloud, MN2026-10-08
Gallagher Capital Advisors, LLC
1$661.0K0.4%GrowthHighArgyle, TX2026-10-09
Scott Capital Advisors, LLC
1$759.9K0.1%ETFVery LowPortland, OR2026-10-13
Terra Nova Asset Management LLC
1$747.0K0.5%MomentumMediumNew York, NY2026-10-13
Objective Capital Management, LLC
1$747.0K0.7%ETFLowFairlawn, OH2026-10-13
Centurion Wealth Management LLC
1$747.0K0.2%ETFMediumMclean, VA2026-10-13
Lexington Hill Partners, LLC
1$747.0K0.3%ETFLowDallas, TX2026-10-13
Sachem Hill LLC
1$747.0K0.1%ETFVery LowDenver, CO2026-10-14
Onyx Bridge Wealth Group LLC
1$747.0K0.1%ETFMediumTarrytown, NY2026-10-16
Johnson Bixby & Associates, LLC
1$747.0K0.1%ETFMediumVancouver, WA2026-10-14
Ashurst Perkins Coie Trust Co
1$747.0K0.1%CoreVery LowSeattle, WA2026-10-15
RDA Financial Network
1$747.0K0.2%GrowthMediumAkron, IA2026-10-15
Cathy Pareto & Associates, Inc
1$747.0K0.4%ETFLowCoral Gables, FL2026-10-15
TrustWell Financial Advisors, LLC
1$747.0K0.6%ETFMediumJacksonville, FL2026-10-15
PFG Advisors
1$747.0K0.0%ETFMediumPhoenix, AZ2026-10-16
Sheets Smith Wealth Management
1$747.0K0.1%CoreLowWinston-Salem, NC2026-10-16
Signature Estate & Investment Advisors LLC
0$3.0M0.1%ETFMediumLos Angeles, CA2026-10-13