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H&R Block Inc (HRB)

CUSIP: 093671105 | NYSE | Consumer Cyclical · Personal Services | Mid Cap | 2020 institutional holders

Quarters

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

Dimensional Fund Advisors LP2,484,807
0.0% of portfolio›$101.5M
Ranmore Fund Management Ltd1,075,773
4.9% of portfolio›$43.9M
MacKenzie Financial Corp555,212
0.0% of portfolio›$22.7M
Swedbank AB345,643
0.0% of portfolio›$14.1M
Principal Financial Group Inc282,950
0.0% of portfolio›$11.6M
Tectonic Advisors LLC278,686
0.5% of portfolio›$11.4M
Creative Planning276,220
0.0% of portfolio›$11.3M
Sound Income Strategies, LLC261,954
0.5% of portfolio›$11.7M
Robeco Institutional Asset Management B.V.235,652
0.0% of portfolio›$9.6M
BI Asset Management Fondsmaeglerselskab A/S229,358
0.2% of portfolio›$9.4M
Alps Advisors Inc226,404
0.0% of portfolio›$9.2M
Brookstone Capital Management180,460
0.1% of portfolio›$7.4M
Midwest Trust Co166,501
0.1% of portfolio›$6.8M
New York State Teachers Retirement System138,665
0.0% of portfolio›$5.7M
Seizert Capital Partners, LLC135,259
0.2% of portfolio›$5.5M
Retirement Systems of Alabama127,143
0.0% of portfolio›$5.2M
Nisa Investment Advisors, LLC119,797
0.0% of portfolio›$4.9M
Wealth Enhancement Advisory Services, LLC115,411
0.0% of portfolio›$4.6M
Inlet Private Wealth, LLC113,852
1.1% of portfolio›$4.7M
Crossmark Global Holdings, Inc.113,689
0.1% of portfolio›$4.6M
Y-Intercept (Hong Kong) Ltd97,153
0.1% of portfolio›$4.0M
Vest Financial, LLC88,752
0.0% of portfolio›$3.6M
Range Financial Group LLC88,064
1.0% of portfolio›$3.6M
Citigroup Inc84,559
0.0% of portfolio›$3.5M
Convergence Investment Partners, LLC79,052
0.2% of portfolio›$3.2M
Tealwood Asset Management Inc71,606
2.6% of portfolio›$2.9M
Daiwa Securities Group Inc.67,021
0.0% of portfolio›$2.7M
Virginia Retirement Systems ET Al61,250
0.0% of portfolio›$2.5M
Carolina Wealth Advisors, LLC60,154
0.9% of portfolio›$2.5M
Optimist Retirement Group LLC59,438
1.0% of portfolio›$2.4M
Amalgamated Bank56,635
0.0% of portfolio›$2.3M
Kendall Capital Management55,985
0.4% of portfolio›$2.3M
AGF Management LTD53,168
0.0% of portfolio›$2.2M
State of Alaska, Department of Revenue50,149
0.0% of portfolio›$2.0M
Mutual of America Capital Management LLC44,952
0.0% of portfolio›$1.8M
State of New Jersey Common Pension Fund D41,939
0.0% of portfolio›$1.7M
Ethic Inc.41,753
0.0% of portfolio›$1.7M
Achmea Investment Management B.V.40,961
0.0% of portfolio›$1.7M
Commonwealth Equity Services, LLC38,332
0.0% of portfolio›$1.6M
Louisiana State Employees Retirement System36,600
0.0% of portfolio›$1.5M
Ceera Investments, LLC36,098
0.6% of portfolio›$1.5M
Arizona State Retirement System35,699
0.0% of portfolio›$1.5M
Mirae Asset Global Investments Co., Ltd.32,869
0.0% of portfolio›$1.3M
Point Nemo Capital, LLC32,567
0.6% of portfolio›$1.3M
Linden Thomas Advisory Services, LLC32,010
0.1% of portfolio›$1.3M
Yousif Capital Management, LLC31,911
0.0% of portfolio›$1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS29,423
0.0% of portfolio›$1.2M
State of Michigan Retirement System28,968
0.0% of portfolio›$1.2M
TD Waterhouse Canada Inc.28,142
0.0% of portfolio›$1.2M
Friedenthal Financial26,630
0.5% of portfolio›$1.1M
Exchange Traded Concepts, LLC26,135
0.0% of portfolio›$1.1M
Human Investing LLC25,594
0.1% of portfolio›$1.0M
Oregon Public Employees Retirement Fund25,524
0.0% of portfolio›$1.0M
Farther Finance Advisors, LLC24,057
0.0% of portfolio›$982.7K
Lecap Asset Management LTD24,002
0.5% of portfolio›$980.5K
Argyle Capital Management, LLC23,233
0.3% of portfolio›$949.1K
Sumitomo Mitsui Trust Group, Inc.23,051
0.0% of portfolio›$941.6K
HB Wealth Management, LLC23,036
0.0% of portfolio›$932.2K
Cambridge Investment Research Advisors, Inc.22,361
0.0% of portfolio›$913.0K
Chicago Partners Investment Group LLC21,657
0.0% of portfolio›$1.1M
Ascent Group, LLC21,607
0.0% of portfolio›$882.6K
Vise Technologies, Inc.21,570
0.0% of portfolio›$881.1K
Jackson Creek Investment Advisors LLC20,460
0.6% of portfolio›$836.0K
Brighton Jones LLC19,896
0.0% of portfolio›$812.7K
Lido Advisors, LLC19,745
0.0% of portfolio›$806.6K
Chesley Taft & Associates LLC19,657
0.0% of portfolio›$803.0K
Pictet Asset Management Holding SA19,645
0.0% of portfolio›$802.5K
Plato Investment Management Ltd19,598
0.0% of portfolio›$803.7K
Hennion & Walsh Asset Management, Inc.18,897
0.0% of portfolio›$771.9K
Choreo, LLC18,199
0.0% of portfolio›$752.3K
Quadrant Capital Group LLC18,136
0.0% of portfolio›$794.9K
Burford Brothers, Inc.18,030
0.3% of portfolio›$736.5K
Ifrah Financial Services, Inc.18,018
0.2% of portfolio›$736.0K
Rockland Trust Co16,919
0.0% of portfolio›$691.1K
Archer Investment Corp16,300
0.1% of portfolio›$665.9K
Xponance LLC16,287
0.0% of portfolio›$665.3K
Legacy Bridge, LLC14,625
0.2% of portfolio›$597.4K
HUB Investment Partners, LLC14,327
0.0% of portfolio›$585.3K
First Citizens Bank & Trust Co14,152
0.0% of portfolio›$578.1K
RFG Advisory, LLC13,769
0.0% of portfolio›$562.5K
Abacus Wealth Partners, LLC13,663
0.1% of portfolio›$558.1K
Simplicity Wealth,LLC13,315
0.0% of portfolio›$543.9K
DekaBank Deutsche Girozentrale12,910
0.0% of portfolio›$524.0K
Affinity Capital Advisors, LLC12,086
0.1% of portfolio›$532.4K
NorthCrest Asset Manangement, LLC11,717
0.0% of portfolio›$522.5K
Financiere des Professionnels - Fonds d'investissement inc.11,523
0.0% of portfolio›$470.7K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management11,358
0.0% of portfolio›$464.0K
Frank, Rimerman Advisors LLC11,192
0.0% of portfolio›$457.2K
CX Institutional10,724
0.0% of portfolio›$438
Applied Capital LLC10,712
0.2% of portfolio›$437.6K
MSH Capital Advisors LLC10,700
0.1% of portfolio›$437.1K
Swiss Life Asset Management Ltd10,337
0.0% of portfolio›$422.3K
FCG Investment Co10,258
0.1% of portfolio›$419.0K
Citizens Financial Group Inc10,127
0.0% of portfolio›$418.0K
CWC Advisors, Llc.9,898
0.2% of portfolio›$404.3K
Krilogy Financial LLC9,839
0.0% of portfolio›$436.1K
Aviso Wealth Management9,639
0.2% of portfolio›$393.8K
Compass Financial Management LLC9,452
0.0% of portfolio›$386.1K
Oak Thistle LLC8,905
0.0% of portfolio›$363.8K
Evergreen Capital Management LLC8,762
0.0% of portfolio›$360.1K
Inscription Capital, LLC8,565
0.0% of portfolio›$349.9K
Fifth Third Wealth Advisors LLC8,481
0.0% of portfolio›$346.4K
OpenArc Corporate Advisory, LLC7,654
0.0% of portfolio›$312.7K
Keybank National Association7,366
0.0% of portfolio›$300.9K
AlphaCore Capital LLC7,156
0.0% of portfolio›$296.0K
SAX Wealth Advisors, LLC7,140
0.0% of portfolio›$291.6K
Signaturefd, LLC7,107
0.0% of portfolio›$290.3K
D.A. Davidson & Co.7,057
0.0% of portfolio›$288.3K
Crestwood Advisors Group, LLC6,798
0.0% of portfolio›$277.7K
Trust Co of Toledo NA6,593
0.0% of portfolio›$269.3K
Praxis Investment Management Inc6,506
0.0% of portfolio›$266.0K
VestGen Advisors, LLC6,422
0.0% of portfolio›$262.3K
Kestra Advisory Services, LLC6,178
0.0% of portfolio›$255.2K
Robertson Stephens Wealth Management, LLC6,138
0.0% of portfolio›$253.5K
Waldron Private Wealth LLC6,075
0.0% of portfolio›$251.0K
Wedmont Private Capital6,035
0.0% of portfolio›$269.1K
Arnhold LLC5,600
0.0% of portfolio›$228.8K
Parcion Private Wealth LLC5,594
0.0% of portfolio›$228.5K
Roof Eidam Maycock Peralta, LLC5,581
0.0% of portfolio›$228.0K
Samalin Investment Counsel, LLC5,474
0.1% of portfolio›$223.6K
Daymark Wealth Partners, LLC5,461
0.0% of portfolio›$223.1K
Park Capital Management, LLC / WI5,451
0.1% of portfolio›$222.7K
Applied Finance Capital Management, LLC5,431
0.0% of portfolio›$221.9K
Cypress Point Wealth Management, LLC5,280
0.0% of portfolio›$215.7K
EverSource Wealth Advisors, LLC5,197
0.0% of portfolio›$212.3K
Blue Trust, Inc.5,097
0.0% of portfolio›$208.2K
Parallel Advisors, LLC5,053
0.0% of portfolio›$206.4K
Daytona Street Capital LLC5,000
0.2% of portfolio›$211.5K
Curated Wealth Partners LLC4,934
0.0% of portfolio›$201.6K
Strs Ohio4,866
0.0% of portfolio›$198.8K
Fulcrum Asset Management LLP4,784
0.0% of portfolio›$194.1K
Gamma Investing LLC4,763
0.0% of portfolio›$194.6K
1620 Investment Advisors, Inc.4,192
0.1% of portfolio›$171.2K
KBC Group NV3,929
0.0% of portfolio›$160.0K
Versant Capital Management, Inc3,879
0.0% of portfolio›$158.5K
Caitong International Asset Management Co., Ltd3,743
0.0% of portfolio›$152.9K
iA Global Asset Management Inc.3,526
0.0% of portfolio›$144.0K
SBI Securities Co., Ltd.3,389
0.0% of portfolio›$138.4K
Essential Partners LLC3,168
0.1% of portfolio›$129.4K
Sterling Capital Management LLC3,145
0.0% of portfolio›$128.5K
Pinnacle Wealth Planning Services, Inc.3,012
0.0% of portfolio›$123.0K
Covestor Ltd2,760
0.2% of portfolio›$113.0K
Armstrong Advisory Group, Inc2,566
0.0% of portfolio›$104.8K
Center for Financial Planning, Inc.2,318
0.0% of portfolio›$94.7K
Independence Bank of Kentucky2,000
0.0% of portfolio›$81.7K
True Wealth Design, LLC1,864
0.0% of portfolio›$76.1K
Leonteq Securities AG1,825
0.0% of portfolio›$74.6K
Mitsubishi UFJ Asset Management Co., Ltd.1,778
0.0% of portfolio›$75.1K
Abound Wealth Management1,497
0.0% of portfolio›$61.2K
Root Financial Partners, LLC1,305
0.0% of portfolio›$53.3K
Elevation Wealth Partners, LLC1,197
0.0% of portfolio›$48.9K
High Point Wealth Management, LLC1,180
0.0% of portfolio›$48.2K
Parkside Financial Bank & Trust1,002
0.0% of portfolio›$40.9K
Harbor Capital Advisors, Inc.951
0.0% of portfolio›$39.0K
West Paces Advisors Inc.910
0.0% of portfolio›$37.2K
MassMutual Private Wealth & Trust, FSB834
0.0% of portfolio›$34.1K
Valley National Advisers Inc809
0.0% of portfolio›$33.0K
Elyxium Wealth, LLC798
0.0% of portfolio›$32.6K
SJS Investment Consulting Inc.739
0.0% of portfolio›$30.2K
WPG Advisers, LLC731
0.0% of portfolio›$29.9K
Mather Group, Llc.708
0.0% of portfolio›$28.9K
Wilmington Savings Fund Society, FSB700
0.0% of portfolio›$28.6K
Richardson Financial Services Inc.673
0.0% of portfolio›$27.5K
Owl Creek Wealth Partners LLC624
0.0% of portfolio›$25.5K
Nova Financial LLC603
0.0% of portfolio›$24.6K
Salomon & Ludwin, LLC590
0.0% of portfolio›$24.1K
Atwood & Palmer Inc570
0.0% of portfolio›$23.3K
Nemes Rush Group LLC505
0.0% of portfolio›$20.6K
Nfsg Corp501
0.0% of portfolio›$20.5K
Manchester Capital Management LLC493
0.0% of portfolio›$20.1K
Latitude Advisors, LLC455
0.0% of portfolio›$18.6K
Fortitude Family Office, LLC417
0.0% of portfolio›$17.0K
TD Private Client Wealth LLC408
0.0% of portfolio›$16.7K
Eastern Bank400
0.0% of portfolio›$16.3K
GHP Investment Advisors, Inc.396
0.0% of portfolio›$16.2K
IFP Advisors, Inc393
0.0% of portfolio›$16.1K
Provenance Wealth Advisors, LLC388
0.0% of portfolio›$15.9K
Harbor Asset Planning, Inc.383
0.0% of portfolio›$15.6K
Spire Wealth Management324
0.0% of portfolio›$13.2K
Bell Investment Advisors, Inc302
0.0% of portfolio›$12.3K
Highline Wealth Partners LLC287
0.0% of portfolio›$11.7K
Pacific Center for Financial Services280
0.0% of portfolio›$11.4K
Tsfg, LLC265
0.0% of portfolio›$11
Assetmark, Inc263
0.0% of portfolio›$10.7K
Cassaday & Co Wealth Management LLC243
0.0% of portfolio›$9.9K
Pension & Wealth Management Advisors, Inc.242
0.0% of portfolio›$9.9K
North Star Investment Management Corp.180
0.0% of portfolio›$7.4K
Capital Advisors, Ltd. LLC167
0.0% of portfolio›$7
Wilkerson Advisory Group LLC167
0.0% of portfolio›$6.8K
Montag A & Associates Inc134
0.0% of portfolio›$5.5K
Cherry Tree Wealth Management, LLC133
0.0% of portfolio›$5.4K
Avion Wealth124
0.0% of portfolio›$5
JFS Wealth Advisors, LLC124
0.0% of portfolio›$5.1K
Cedar Mountain Advisors, LLC121
0.0% of portfolio›$4.9K
High Note Wealth, LLC118
0.0% of portfolio›$4.8K
Farmers & Merchants Investments Inc117
0.0% of portfolio›$4.8K
Grove Bank & Trust113
0.0% of portfolio›$4.6K
Meriwether Wealth & Planning, LLC104
0.0% of portfolio›$4.2K
CoreCap Advisors, LLC82
0.0% of portfolio›$3.4K
Bare Financial Services, Inc82
0.0% of portfolio›$3.4K
Blume Capital Management, Inc.66
0.0% of portfolio›$2.7K
Cromwell Holdings LLC55
0.0% of portfolio›$2.3K
Polaris Financial Partners44
0.0% of portfolio›$2
Financial Management Professionals, Inc.42
0.0% of portfolio›$1.7K
Physician Wealth Advisors, Inc.39
0.0% of portfolio›$1.6K
Barnes Dennig Private Wealth Management LLC39
0.0% of portfolio›$1.6K
Key Capital Management, Inc37
0.0% of portfolio›$1.5K
Bay Harbor Wealth Management, LLC36
0.0% of portfolio›$1.5K
Toth Financial Advisory Corp36
0.0% of portfolio›$1.5K
Maseco LLP35
0.0% of portfolio›$1.4K
Torren Management, LLC33
0.0% of portfolio›$1.3K
Private Trust Co NA29
0.0% of portfolio›$1.2K
First Horizon Corp28
0.0% of portfolio›$1.1K
GoalVest Advisory LLC27
0.0% of portfolio›$1.1K
Creative Capital Management Investments LLC26
0.0% of portfolio›$1.1K
Smallwood Wealth Investment Management, LLC26
0.0% of portfolio›$1.1K
Trust Co of Vermont20
0.0% of portfolio›$817
DiNuzzo Private Wealth, Inc.20
0.0% of portfolio›$817
UMB Private Wealth Management, LLC19
0.0% of portfolio›$776
Proathlete Wealth Management LLC18
0.0% of portfolio›$735
Asset Dedication, LLC16
0.0% of portfolio›$654
Planning Strategies Inc.15
0.0% of portfolio›$613
Hughes Financial Services, LLC13
0.0% of portfolio›$646
Creative Financial Designs Inc10
0.0% of portfolio›$409
MV Capital Management, Inc.10
0.0% of portfolio›$409
Mosley Wealth Management7
0.0% of portfolio›$338
Quaker Wealth Management, LLC7
0.0% of portfolio›$286
DecisionPoint Financial, LLC6
0.0% of portfolio›$254
StrongBox Wealth, LLC5
0.0% of portfolio›$204
James T. Borello RIA4
0.0% of portfolio›$163
Maryland Capital Advisors Inc.1
0.0% of portfolio›$41
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$11
Ascentis Independent Advisors0
0.0% of portfolio›$21
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,484,807$101.5M0.0%IndexLowAustin, TX2026-11-04
Ranmore Fund Management Ltd
1,075,773$43.9M4.9%Deep ValueHighCobham, United Kingdom2026-10-20
MacKenzie Financial Corp
555,212$22.7M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Swedbank AB
345,643$14.1M0.0%GrowthLowStockholm, Sweden2026-10-27
Principal Financial Group Inc
282,950$11.6M0.0%CoreLowDes Moines, IA2026-11-02
Tectonic Advisors LLC
278,686$11.4M0.5%YieldLowFrisco, TX2026-10-22
Creative Planning
276,220$11.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Sound Income Strategies, LLC
261,954$11.7M0.5%YieldMediumFt Lauderdale, FL2026-10-09
Robeco Institutional Asset Management B.V.
235,652$9.6M0.0%CoreMediumRotterdam, Philippines2026-10-20
BI Asset Management Fondsmaeglerselskab A/S
229,358$9.4M0.2%CoreMediumKobenhavn, Greece2026-10-22
Alps Advisors Inc
226,404$9.2M0.0%YieldLowDenver, CO2026-11-03
Brookstone Capital Management
180,460$7.4M0.1%ETFMediumWheaton, IL2026-10-22
Midwest Trust Co
166,501$6.8M0.1%CoreLowOverland Park, KS2026-10-22
New York State Teachers Retirement System
138,665$5.7M0.0%CoreVery LowAlbany, NY2026-10-22
Seizert Capital Partners, LLC
135,259$5.5M0.2%ValueMediumBirmingham, MI2026-10-30
Retirement Systems of Alabama
127,143$5.2M0.0%IndexLowMontgomery, AL2026-11-04
Nisa Investment Advisors, LLC
119,797$4.9M0.0%IndexVery LowSt. Louis, MO2026-10-20
Wealth Enhancement Advisory Services, LLC
115,411$4.6M0.0%CoreLowPlymouth, MN2026-10-13
Inlet Private Wealth, LLC
113,852$4.7M1.1%ValueLowJupiter, FL2026-10-21
Crossmark Global Holdings, Inc.
113,689$4.6M0.1%GARPMediumHouston, TX2026-10-21
Y-Intercept (Hong Kong) Ltd
97,153$4.0M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Vest Financial, LLC
88,752$3.6M0.0%ValueMediumMclean, VA2026-10-21
Range Financial Group LLC
88,064$3.6M1.0%GARPMediumTigard, OR2026-10-21
Citigroup Inc
84,559$3.5M0.0%CoreMediumNew York, NY2026-11-04
Convergence Investment Partners, LLC
79,052$3.2M0.2%GARPHighPalm Beach Gardens, FL2026-10-28
Tealwood Asset Management Inc
71,606$2.9M2.6%GrowthMediumMinneapolis, MN2026-10-13
Daiwa Securities Group Inc.
67,021$2.7M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Virginia Retirement Systems ET Al
61,250$2.5M0.0%CoreMediumRichmond, VA2026-10-28
Carolina Wealth Advisors, LLC
60,154$2.5M0.9%YieldHighMyrtle Beach, SC2026-10-23
Optimist Retirement Group LLC
59,438$2.4M1.0%ValueLowBellevue, WA2026-10-30
Amalgamated Bank
56,635$2.3M0.0%CoreVery LowNew York, NY2026-10-23
Kendall Capital Management
55,985$2.3M0.4%GARPLowRockville, MD2026-10-23
AGF Management LTD
53,168$2.2M0.0%GrowthHighToronto, Australia2026-11-03
State of Alaska, Department of Revenue
50,149$2.0M0.0%CoreVery LowJuneau, AK2026-10-15
Mutual of America Capital Management LLC
44,952$1.8M0.0%IndexLowNew York, NY2026-10-23
State of New Jersey Common Pension Fund D
41,939$1.7M0.0%CoreLowTrenton, NJ2026-11-05
Ethic Inc.
41,753$1.7M0.0%CoreLowNew York, NY2026-11-03
Achmea Investment Management B.V.
40,961$1.7M0.0%CoreMediumZeist, Philippines2026-10-30
Commonwealth Equity Services, LLC
38,332$1.6M0.0%ETFLowWaltham, MA2026-11-02
Louisiana State Employees Retirement System
36,600$1.5M0.0%IndexLowBaton Rouge, LA2026-10-20
Ceera Investments, LLC
36,098$1.5M0.6%CoreMediumBellaire, TX2026-11-02
Arizona State Retirement System
35,699$1.5M0.0%IndexVery LowPhoenix, AZ2026-11-03
Mirae Asset Global Investments Co., Ltd.
32,869$1.3M0.0%GrowthLowSeoul, Malaysia2026-11-03
Point Nemo Capital, LLC
32,567$1.3M0.6%GARPVery HighDripping Springs, TX2026-11-03
Linden Thomas Advisory Services, LLC
32,010$1.3M0.1%CoreLowCharlotte, NC2026-10-19
Yousif Capital Management, LLC
31,911$1.3M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
29,423$1.2M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
28,968$1.2M0.0%IndexLowEast Lansing, MI2026-10-27
TD Waterhouse Canada Inc.
28,142$1.2M0.0%CoreLowToronto, Australia2026-10-16
Friedenthal Financial
26,630$1.1M0.5%ETFHighMarlton, NJ2026-10-27
Exchange Traded Concepts, LLC
26,135$1.1M0.0%GrowthMediumOklahoma City, OK2026-10-28
Human Investing LLC
25,594$1.0M0.1%ETFVery LowLake Oswego, OR2026-10-19
Oregon Public Employees Retirement Fund
25,524$1.0M0.0%IndexVery LowTigard, OR2026-10-30
Farther Finance Advisors, LLC
24,057$982.7K0.0%IndexLowSan Francisco, CA2026-10-08
Lecap Asset Management LTD
24,002$980.5K0.5%ValueVery HighLondon, United Kingdom2026-10-27
Argyle Capital Management, LLC
23,233$949.1K0.3%ValueVery LowCenter Valley, PA2026-10-28
Sumitomo Mitsui Trust Group, Inc.
23,051$941.6K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
HB Wealth Management, LLC
23,036$932.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Cambridge Investment Research Advisors, Inc.
22,361$913.0K0.0%ETFLowFairfield, IA2026-11-02
Chicago Partners Investment Group LLC
21,657$1.1M0.0%GARPLowChicago, IL2026-10-27
Ascent Group, LLC
21,607$882.6K0.0%CoreLowVirginia Beach, VA2026-10-30
Vise Technologies, Inc.
21,570$881.1K0.0%IndexLowNew York, NY2026-10-29
Jackson Creek Investment Advisors LLC
20,460$836.0K0.6%ValueVery HighCastle Rock, CO2026-11-04
Brighton Jones LLC
19,896$812.7K0.0%CoreVery LowSeattle, WA2026-11-03
Lido Advisors, LLC
19,745$806.6K0.0%GrowthLowLos Angeles, CA2026-11-04
Chesley Taft & Associates LLC
19,657$803.0K0.0%CoreLowChicago, IL2026-10-13
Pictet Asset Management Holding SA
19,645$802.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Plato Investment Management Ltd
19,598$803.7K0.0%CoreLowSydney, China2026-11-05
Hennion & Walsh Asset Management, Inc.
18,897$771.9K0.0%ValueMediumParsippany, NJ2026-10-13
Choreo, LLC
18,199$752.3K0.0%IndexLowRockford, IL2026-10-28
Quadrant Capital Group LLC
18,136$794.9K0.0%CoreLowCincinnati, OH2026-10-20
Burford Brothers, Inc.
18,030$736.5K0.3%CoreLowDallas, TX2026-10-21
Ifrah Financial Services, Inc.
18,018$736.0K0.2%ETFLowLittle Rock, AR2026-10-13
Rockland Trust Co
16,919$691.1K0.0%CoreLowHanover, MA2026-10-05
Archer Investment Corp
16,300$665.9K0.1%CoreMediumCarmel, IN2026-11-05
Xponance LLC
16,287$665.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Legacy Bridge, LLC
14,625$597.4K0.2%GrowthVery LowWest Des Moines, IA2026-10-28
HUB Investment Partners, LLC
14,327$585.3K0.0%GrowthLowAustin, TX2026-11-03
First Citizens Bank & Trust Co
14,152$578.1K0.0%CoreMediumRaleigh, NC2026-10-14
RFG Advisory, LLC
13,769$562.5K0.0%ETFMediumBirmingham, AL2026-11-03
Abacus Wealth Partners, LLC
13,663$558.1K0.1%ETFLowSanta Monica, CA2026-11-03
Simplicity Wealth,LLC
13,315$543.9K0.0%ETFLowSummit, NJ2026-10-23
DekaBank Deutsche Girozentrale
12,910$524.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Affinity Capital Advisors, LLC
12,086$532.4K0.1%ETFLowBerkeley, CA2026-10-13
NorthCrest Asset Manangement, LLC
11,717$522.5K0.0%GrowthLowPlymouth, MN2026-10-13
Financiere des Professionnels - Fonds d'investissement inc.
11,523$470.7K0.0%GrowthHighMontreal, Austria2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
11,358$464.0K0.0%GrowthVery LowSeattle, WA2026-10-27
Frank, Rimerman Advisors LLC
11,192$457.2K0.0%GrowthLowPalo Alto, CA2026-10-16
CX Institutional
10,724$4380.0%CoreMediumAuburn, IN2026-10-02
Applied Capital LLC
10,712$437.6K0.2%ValueLowHollywood, FL2026-10-07
MSH Capital Advisors LLC
10,700$437.1K0.1%CoreLowScottsdale, AZ2026-11-03
Swiss Life Asset Management Ltd
10,337$422.3K0.0%CoreLowZurich, Switzerland2026-11-03
FCG Investment Co
10,258$419.0K0.1%GrowthHighGermantown, TN2026-10-13
Citizens Financial Group Inc
10,127$418.0K0.0%GrowthLowProvidence, RI2026-10-23
CWC Advisors, Llc.
9,898$404.3K0.2%GARPLowLake Oswego, OR2026-10-15
Krilogy Financial LLC
9,839$436.1K0.0%GrowthLowSt. Louis, MO2026-10-13
Aviso Wealth Management
9,639$393.8K0.2%GrowthLowBellevue, WA2026-11-04
Compass Financial Management LLC
9,452$386.1K0.0%CoreN/ATampa, FL2026-10-30
Oak Thistle LLC
8,905$363.8K0.0%ValueVery HighNew York, NY2026-10-21
Evergreen Capital Management LLC
8,762$360.1K0.0%GARPMediumBellevue, WA2026-10-23
Inscription Capital, LLC
8,565$349.9K0.0%GARPMediumHouston, TX2026-11-02
Fifth Third Wealth Advisors LLC
8,481$346.4K0.0%IndexVery LowCincinnati, OH2026-10-22
OpenArc Corporate Advisory, LLC
7,654$312.7K0.0%GrowthLowAtlanta, GA2026-10-21
Keybank National Association
7,366$300.9K0.0%CoreLowBrooklyn, OH2026-11-04
AlphaCore Capital LLC
7,156$296.0K0.0%ETFLowLa Jolla, CA2026-11-04
SAX Wealth Advisors, LLC
7,140$291.6K0.0%ETFVery LowParsippany, NJ2026-10-13
Signaturefd, LLC
7,107$290.3K0.0%IndexLowAtlanta, GA2026-10-23
D.A. Davidson & Co.
7,057$288.3K0.0%CoreLowGreat Falls, MT2026-10-28
Crestwood Advisors Group, LLC
6,798$277.7K0.0%GrowthLowBoston, MA2026-10-27
Trust Co of Toledo NA
6,593$269.3K0.0%GrowthVery LowHolland, OH2026-10-16
Praxis Investment Management Inc
6,506$266.0K0.0%CoreLowGoshen, IN2026-11-03
VestGen Advisors, LLC
6,422$262.3K0.0%GrowthMediumChicago, IL2026-10-27
Kestra Advisory Services, LLC
6,178$255.2K0.0%CoreLowAustin, TX2026-11-02
Robertson Stephens Wealth Management, LLC
6,138$253.5K0.0%ETFMediumSan Francisco, CA2026-10-16
Waldron Private Wealth LLC
6,075$251.0K0.0%ETFVery LowBridgeville, PA2026-11-02
Wedmont Private Capital
6,035$269.1K0.0%IndexVery LowWest Chester, PA2026-10-09
Arnhold LLC
5,600$228.8K0.0%GARPLowNew York, NY2026-10-26
Parcion Private Wealth LLC
5,594$228.5K0.0%CoreMediumBellevue, WA2026-10-28
Roof Eidam Maycock Peralta, LLC
5,581$228.0K0.0%ETFVery LowSan Francisco, CA2026-10-15
Samalin Investment Counsel, LLC
5,474$223.6K0.1%YieldMediumChappaqua, NY2026-10-23
Daymark Wealth Partners, LLC
5,461$223.1K0.0%CoreLowCincinnati, OH2026-11-04
Park Capital Management, LLC / WI
5,451$222.7K0.1%GrowthHighMadison, WI2026-10-13
Applied Finance Capital Management, LLC
5,431$221.9K0.0%CoreMediumSan Juan, PR2026-11-03
Cypress Point Wealth Management, LLC
5,280$215.7K0.0%ETFLowDallas, TX2026-11-03
EverSource Wealth Advisors, LLC
5,197$212.3K0.0%CoreMediumBirmingham, AL2026-11-04
Blue Trust, Inc.
5,097$208.2K0.0%ETFLowBrentwood, TN2026-10-15
Parallel Advisors, LLC
5,053$206.4K0.0%IndexLowSan Francisco, CA2026-11-03
Daytona Street Capital LLC
5,000$211.5K0.2%Deep ValueMediumSaint Louis, MO2026-10-15
Curated Wealth Partners LLC
4,934$201.6K0.0%GARPLowEl Segundo, CA2026-10-15
Strs Ohio
4,866$198.8K0.0%CoreMediumColumbus, OH2026-10-30
Fulcrum Asset Management LLP
4,784$194.1K0.0%CoreMediumLondon, United Kingdom2026-11-04
Gamma Investing LLC
4,763$194.6K0.0%IndexVery LowFoster City, CA2026-10-08
1620 Investment Advisors, Inc.
4,192$171.2K0.1%ValueLowPlymouth, MA2026-11-04
KBC Group NV
3,929$160.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Versant Capital Management, Inc
3,879$158.5K0.0%GARPLowPhoenix, AZ2026-10-02
Caitong International Asset Management Co., Ltd
3,743$152.9K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
iA Global Asset Management Inc.
3,526$144.0K0.0%GrowthMediumQuebec, Austria2026-10-29
SBI Securities Co., Ltd.
3,389$138.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Essential Partners LLC
3,168$129.4K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Sterling Capital Management LLC
3,145$128.5K0.0%GARPMediumCharlotte, NC2026-10-22
Pinnacle Wealth Planning Services, Inc.
3,012$123.0K0.0%GARPLowMansfield, OH2026-10-27
Covestor Ltd
2,760$113.0K0.2%ValueHighLondon, United Kingdom2026-10-30
Armstrong Advisory Group, Inc
2,566$104.8K0.0%ETFHighNeedham, MA2026-10-09
Center for Financial Planning, Inc.
2,318$94.7K0.0%ETFLowSouthfied, MI2026-10-26
Independence Bank of Kentucky
2,000$81.7K0.0%GrowthLowOwensboro, KY2026-10-26
True Wealth Design, LLC
1,864$76.1K0.0%ETFMediumAkron, OH2026-10-13
Leonteq Securities AG
1,825$74.6K0.0%CoreHighZurich, Switzerland2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
1,778$75.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
Abound Wealth Management
1,497$61.2K0.0%ETFVery LowFranklin, TN2026-10-26
Root Financial Partners, LLC
1,305$53.3K0.0%ETFMediumEncinitas, CA2026-10-21
Elevation Wealth Partners, LLC
1,197$48.9K0.0%ETFLowWalnut Creek, CA2026-10-07
High Point Wealth Management, LLC
1,180$48.2K0.0%ETFLowChester, NJ2026-11-05
Parkside Financial Bank & Trust
1,002$40.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Harbor Capital Advisors, Inc.
951$39.0K0.0%ValueHighChicago, IL2026-10-22
West Paces Advisors Inc.
910$37.2K0.0%ETFLowAtlanta, GA2026-10-13
MassMutual Private Wealth & Trust, FSB
834$34.1K0.0%CoreLowSpringfield, MA2026-10-05
Valley National Advisers Inc
809$33.0K0.0%ETFLowBethlehem, PA2026-10-23
Elyxium Wealth, LLC
798$32.6K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
SJS Investment Consulting Inc.
739$30.2K0.0%ETFVery LowSylvania, OH2026-10-26
WPG Advisers, LLC
731$29.9K0.0%CoreLowBaltimore, MD2026-10-27
Mather Group, Llc.
708$28.9K0.0%ETFMediumChicago, IL2026-10-14
Wilmington Savings Fund Society, FSB
700$28.6K0.0%CoreLowWilmington, DE2026-10-23
Richardson Financial Services Inc.
673$27.5K0.0%GrowthMediumMedway, MA2026-10-30
Owl Creek Wealth Partners LLC
624$25.5K0.0%IndexLowGreenwood Village, CO2026-10-20
Nova Financial LLC
603$24.6K0.0%N/AN/ATucson, AZ2026-11-04
Salomon & Ludwin, LLC
590$24.1K0.0%ETFVery LowRichmond, VA2026-10-29
Atwood & Palmer Inc
570$23.3K0.0%CoreVery LowKansas City, MO2026-10-08
Nemes Rush Group LLC
505$20.6K0.0%CoreVery LowNovi, MI2026-11-04
Nfsg Corp
501$20.5K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Manchester Capital Management LLC
493$20.1K0.0%CoreLowManchester, VT2026-10-22
Latitude Advisors, LLC
455$18.6K0.0%ETFLowYorkville, IL2026-10-27
Fortitude Family Office, LLC
417$17.0K0.0%ETFMediumScottsdale, AZ2026-10-14
TD Private Client Wealth LLC
408$16.7K0.0%ETFLowNew York, NY2026-10-28
Eastern Bank
400$16.3K0.0%GrowthMediumBoston, MA2026-10-05
GHP Investment Advisors, Inc.
396$16.2K0.0%CoreVery LowDenver, CO2026-10-15
IFP Advisors, Inc
393$16.1K0.0%GrowthLowTampa, FL2026-10-16
Provenance Wealth Advisors, LLC
388$15.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Harbor Asset Planning, Inc.
383$15.6K0.0%ETFVery LowBelmont, MA2026-10-23
Spire Wealth Management
324$13.2K0.0%GrowthMediumMclean, VA2026-10-30
Bell Investment Advisors, Inc
302$12.3K0.0%ETFVery LowOrinda, CA2026-10-29
Highline Wealth Partners LLC
287$11.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Pacific Center for Financial Services
280$11.4K0.0%ETFMediumDanville, CA2026-10-15
Tsfg, LLC
265$110.0%ETFLowLake Forest, IL2026-10-23
Assetmark, Inc
263$10.7K0.0%ETFLowConcord, CA2026-10-21
Cassaday & Co Wealth Management LLC
243$9.9K0.0%ETFVery LowMclean, VA2026-10-27
Pension & Wealth Management Advisors, Inc.
242$9.9K0.0%ETFLowWaltham, MA2026-10-16
North Star Investment Management Corp.
180$7.4K0.0%CoreLowChicago, IL2026-10-27
Capital Advisors, Ltd. LLC
167$70.0%ETFLowShaker Heights, OH2026-10-27
Wilkerson Advisory Group LLC
167$6.8K0.0%ETFMediumColumbia, MO2026-10-20
Montag A & Associates Inc
134$5.5K0.0%CoreLowAtlanta, GA2026-10-29
Cherry Tree Wealth Management, LLC
133$5.4K0.0%ETFVery LowMinnetonka, MN2026-10-15
Avion Wealth
124$50.0%ETFLowThe Woodlands, TX2026-11-04
JFS Wealth Advisors, LLC
124$5.1K0.0%ETFVery LowHermitage, PA2026-11-03
Cedar Mountain Advisors, LLC
121$4.9K0.0%ETFVery LowLake Oswego, OR2026-10-15
High Note Wealth, LLC
118$4.8K0.0%ETFVery LowDeephaven, MN2026-10-27
Farmers & Merchants Investments Inc
117$4.8K0.0%CoreVery LowLincoln, NE2026-10-22
Grove Bank & Trust
113$4.6K0.0%ETFLowMiami, FL2026-10-08
Meriwether Wealth & Planning, LLC
104$4.2K0.0%ETFMediumMinden, LA2026-10-13
CoreCap Advisors, LLC
82$3.4K0.0%ETFMediumSouthfield, MI2026-10-08
Bare Financial Services, Inc
82$3.4K0.0%ETFVery LowGap, PA2026-11-04
Blume Capital Management, Inc.
66$2.7K0.0%CoreMediumBerkeley, CA2026-10-26
Cromwell Holdings LLC
55$2.3K0.0%IndexLowJackson, WY2026-10-28
Polaris Financial Partners
44$20.0%GrowthN/AWesterville, OH2026-10-02
Financial Management Professionals, Inc.
42$1.7K0.0%ETFMediumAustin, TX2026-10-23
Physician Wealth Advisors, Inc.
39$1.6K0.0%ETFMediumMidvale, UT2026-10-20
Barnes Dennig Private Wealth Management LLC
39$1.6K0.0%CoreLowCincinnati, OH2026-10-30
Key Capital Management, Inc
37$1.5K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Bay Harbor Wealth Management, LLC
36$1.5K0.0%ETFMediumHunt Valley, MD2026-11-03
Toth Financial Advisory Corp
36$1.5K0.0%CoreLowLeesburg, VA2026-10-08
Maseco LLP
35$1.4K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Torren Management, LLC
33$1.3K0.0%ETFMediumSan Diego, CA2026-10-29
Private Trust Co NA
29$1.2K0.0%CoreLowCleveland, OH2026-10-20
First Horizon Corp
28$1.1K0.0%CoreLowMemphis, TN2026-10-26
GoalVest Advisory LLC
27$1.1K0.0%ETFMediumNew York, NY2026-10-02
Creative Capital Management Investments LLC
26$1.1K0.0%ETFLowSan Diego, CA2026-10-28
Smallwood Wealth Investment Management, LLC
26$1.1K0.0%ETFVery LowRed Bank, NJ2026-10-30
Trust Co of Vermont
20$8170.0%CoreVery LowBrattleboro, VT2026-10-21
DiNuzzo Private Wealth, Inc.
20$8170.0%ETFLowBeaver, PA2026-10-16
UMB Private Wealth Management, LLC
19$7760.0%GrowthN/AKansas City, MO2026-10-19
Proathlete Wealth Management LLC
18$7350.0%ETFVery LowBoca Raton, FL2026-10-15
Asset Dedication, LLC
16$6540.0%ETFLowSan Francisco, CA2026-11-03
Planning Strategies Inc.
15$6130.0%ETFN/ALancaster, PA2026-10-02
Hughes Financial Services, LLC
13$6460.0%ETFLowHerndon, VA2026-10-30
Creative Financial Designs Inc
10$4090.0%ETFMediumKokomo, IN2026-11-04
MV Capital Management, Inc.
10$4090.0%ETFLowBethesda, MD2026-10-29
Mosley Wealth Management
7$3380.0%ETFHighAnaheim, CA2026-10-16
Quaker Wealth Management, LLC
7$2860.0%ETFMediumMoorestown, NJ2026-10-22
DecisionPoint Financial, LLC
6$2540.0%ETFVery LowMesa, AZ2026-10-27
StrongBox Wealth, LLC
5$2040.0%GrowthLowLee'S Summit, MO2026-11-02
James T. Borello RIA
4$1630.0%ETFVery LowEast Dundee, IL2026-10-16
Maryland Capital Advisors Inc.
1$410.0%ETFVery LowChester, MD2026-10-15
Lloyd Advisory Services, Llc.
0$110.0%ETFVery HighSuwanee, GA2026-11-02
Ascentis Independent Advisors
0$210.0%ETFLowDallas, TX2026-11-03