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BOX Inc (BOX)

CUSIP: 10316T104 | NYSE | Technology · Software - Infrastructure | Mid Cap | 1391 institutional holders

Quarters

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

Dimensional Fund Advisors LP2,776,670
0.0% of portfolio›$93.0M
Principal Financial Group Inc989,631
0.0% of portfolio›$33.1M
MacKenzie Financial Corp860,390
0.0% of portfolio›$28.8M
Bank of New York Mellon Corp813,759
0.0% of portfolio›$27.2M
Fort Washington Investment Advisors Inc719,453
0.1% of portfolio›$24.1M
TimesSquare Capital Management, LLC539,035
0.3% of portfolio›$18.0M
Citigroup Inc524,278
0.0% of portfolio›$17.6M
Assenagon Asset Management S.A.438,484
0.0% of portfolio›$14.7M
Counterpoint Mutual Funds LLC282,078
0.8% of portfolio›$9.4M
Creative Planning212,339
0.0% of portfolio›$7.1M
Strs Ohio133,200
0.0% of portfolio›$4.5M
UniSuper Management Pty Ltd115,494
0.0% of portfolio›$3.9M
Triasima Portfolio Management inc.98,086
0.4% of portfolio›$3.3M
Thrivent Financial for Lutherans88,110
0.0% of portfolio›$3.0M
Fifth Third Bancorp72,592
0.0% of portfolio›$2.4M
Exchange Traded Concepts, LLC70,930
0.0% of portfolio›$2.4M
Y-Intercept (Hong Kong) Ltd66,946
0.0% of portfolio›$2.2M
Louisiana State Employees Retirement System59,000
0.0% of portfolio›$2.0M
State of New Jersey Common Pension Fund D47,262
0.0% of portfolio›$1.6M
Mesirow Financial Investment Management, Inc.46,430
0.0% of portfolio›$1.6M
Oppenheimer Asset Management Inc.44,958
0.0% of portfolio›$1.5M
New York State Teachers Retirement System44,697
0.0% of portfolio›$1.5M
Tealwood Asset Management Inc43,706
1.3% of portfolio›$1.5M
Vise Technologies, Inc.43,445
0.0% of portfolio›$1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management43,408
0.0% of portfolio›$1.5M
Moody Aldrich Partners LLC40,427
0.3% of portfolio›$1.4M
Achmea Investment Management B.V.38,900
0.0% of portfolio›$1.3M
Arizona State Retirement System38,053
0.0% of portfolio›$1.3M
Yousif Capital Management, LLC36,341
0.0% of portfolio›$1.2M
Amalgamated Bank35,880
0.0% of portfolio›$1.2M
US Bancorp \de\34,812
0.0% of portfolio›$1.2M
Harbor Capital Advisors, Inc.34,748
0.2% of portfolio›$1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS32,640
0.0% of portfolio›$1.1M
Blue Trust, Inc.31,873
0.0% of portfolio›$1.1M
Oregon Public Employees Retirement Fund31,089
0.0% of portfolio›$1.0M
Linden Thomas Advisory Services, LLC30,708
0.1% of portfolio›$1.0M
Wealth Enhancement Advisory Services, LLC30,126
0.0% of portfolio›$538.8K
State of Alaska, Department of Revenue29,621
0.0% of portfolio›$991.0K
Jones Kertz & Associates, Inc.29,214
0.5% of portfolio›$978.1K
State of Wyoming27,889
0.1% of portfolio›$933.7K
Smith Group Asset Management, LLC27,120
0.1% of portfolio›$908.0K
Mirae Asset Global Investments Co., Ltd.24,601
0.0% of portfolio›$823.6K
Bokf, NA21,619
0.0% of portfolio›$723.8K
DekaBank Deutsche Girozentrale20,327
0.0% of portfolio›$681.0K
Pictet Asset Management Holding SA19,597
0.0% of portfolio›$656.1K
ProShare Advisors LLC19,441
0.0% of portfolio›$650.9K
Concurrent Investment Advisors, LLC17,706
0.0% of portfolio›$592.8K
Lido Advisors, LLC16,590
0.0% of portfolio›$555.4K
Myecfo, LLC16,476
0.2% of portfolio›$551.6K
Truist Financial Corp16,136
0.0% of portfolio›$540.2K
Mutual of America Capital Management LLC15,808
0.0% of portfolio›$529.3K
NorthCrest Asset Manangement, LLC15,288
0.0% of portfolio›$555.1K
Atria Investments, Inc15,241
0.0% of portfolio›$510.3K
IFP Advisors, Inc15,087
0.0% of portfolio›$505.1K
Simplex Trading, LLC13,181
0.0% of portfolio›$441.3K
Ethic Inc.13,161
0.0% of portfolio›$440.6K
Xponance LLC13,153
0.0% of portfolio›$440.4K
GC Wealth Management RIA, LLC12,530
0.0% of portfolio›$419.5K
Evergreen Capital Management LLC11,499
0.0% of portfolio›$385.0K
Swiss Life Asset Management Ltd11,199
0.0% of portfolio›$374.9K
Gamma Investing LLC10,789
0.0% of portfolio›$361.2K
Kestra Advisory Services, LLC10,329
0.0% of portfolio›$345.8K
Hohimer Wealth Management, LLC9,297
0.0% of portfolio›$311.3K
Virginia Retirement Systems ET Al9,000
0.0% of portfolio›$301.3K
D.A. Davidson & Co.8,865
0.0% of portfolio›$296.8K
Legacy Advisors, LLC8,825
0.0% of portfolio›$295.5K
Crossmark Global Holdings, Inc.8,778
0.0% of portfolio›$293.9K
Sumitomo Mitsui DS Asset Management Company, Ltd8,593
0.0% of portfolio›$287.7K
Quadrant Capital Group LLC8,514
0.0% of portfolio›$319.6K
Balboa Wealth Partners8,319
0.0% of portfolio›$278.5K
EverSource Wealth Advisors, LLC8,239
0.0% of portfolio›$275.8K
Total Wealth Planning & Management, Inc.8,117
0.2% of portfolio›$271.8K
Mitsubishi UFJ Asset Management Co., Ltd.7,805
0.0% of portfolio›$261.3K
CIBC Asset Management Inc7,508
0.0% of portfolio›$251.4K
Praxis Investment Management Inc6,857
0.0% of portfolio›$230.0K
Cahaba Wealth Management, Inc.6,789
0.0% of portfolio›$227.3K
Brucke Financial, Inc.6,765
0.1% of portfolio›$226.5K
HB Wealth Management, LLC6,664
0.0% of portfolio›$223.1K
Commonwealth Equity Services, LLC6,554
0.0% of portfolio›$219.4K
AlphaCore Capital LLC6,445
0.0% of portfolio›$215.8K
Profund Advisors LLC6,331
0.0% of portfolio›$212.0K
Nisa Investment Advisors, LLC6,111
0.0% of portfolio›$204.6K
Rosenberg Matthew Hamilton5,981
0.0% of portfolio›$200.2K
CenterBook Partners LP5,980
0.0% of portfolio›$200.2K
Leonteq Securities AG5,660
0.0% of portfolio›$189.5K
Bayforest Capital Ltd5,181
0.3% of portfolio›$173.5K
KBC Group NV4,868
0.0% of portfolio›$163.0K
Central Pacific Bank - Trust Division4,464
0.0% of portfolio›$149.5K
Signaturefd, LLC4,403
0.0% of portfolio›$147.4K
Sterling Capital Management LLC4,203
0.0% of portfolio›$140.7K
Ameliora Wealth Management Ltd.4,000
0.0% of portfolio›$133.9K
SBI Securities Co., Ltd.3,944
0.0% of portfolio›$132.0K
Pinnacle Wealth Planning Services, Inc.3,675
0.0% of portfolio›$123.0K
Versant Capital Management, Inc2,910
0.0% of portfolio›$97.4K
Parallel Advisors, LLC2,863
0.0% of portfolio›$95.9K
Farther Finance Advisors, LLC2,195
0.0% of portfolio›$73.5K
MassMutual Private Wealth & Trust, FSB1,671
0.0% of portfolio›$55.9K
Spire Wealth Management1,639
0.0% of portfolio›$54.9K
Center for Financial Planning, Inc.1,250
0.0% of portfolio›$41.9K
Fulcrum Asset Management LLP1,234
0.0% of portfolio›$40.4K
North Star Investment Management Corp.1,063
0.0% of portfolio›$35.6K
Salomon & Ludwin, LLC867
0.0% of portfolio›$29.0K
Bear Mountain Capital, Inc.867
0.0% of portfolio›$34.3K
Bare Financial Services, Inc822
0.0% of portfolio›$27.5K
Fortitude Family Office, LLC747
0.0% of portfolio›$25.0K
Hickory Point Bank & Trust700
0.0% of portfolio›$23.4K
V-Square Quantitative Management LLC676
0.0% of portfolio›$22.6K
Essential Partners LLC654
0.0% of portfolio›$21.9K
Assetmark, Inc553
0.0% of portfolio›$18.5K
Covestor Ltd497
0.0% of portfolio›$17
Hughes Financial Services, LLC477
0.0% of portfolio›$20.7K
Larson Financial Group LLC439
0.0% of portfolio›$14.7K
Root Financial Partners, LLC390
0.0% of portfolio›$13.1K
Bell Investment Advisors, Inc367
0.0% of portfolio›$12.3K
Owl Creek Wealth Partners LLC320
0.0% of portfolio›$10.7K
Main Street Group, LTD300
0.0% of portfolio›$10.0K
Wolff Wiese Magana LLC259
0.0% of portfolio›$8.7K
High Note Wealth, LLC187
0.0% of portfolio›$6.3K
Parkside Financial Bank & Trust187
0.0% of portfolio›$6.3K
Avion Wealth158
0.0% of portfolio›$5
Farmers & Merchants Investments Inc138
0.0% of portfolio›$4.6K
PFS Partners, LLC126
0.0% of portfolio›$4.2K
Mather Group, Llc.122
0.0% of portfolio›$4.1K
UMB Private Wealth Management, LLC120
0.0% of portfolio›$4.0K
Hurley Capital, LLC116
0.0% of portfolio›$3.9K
True Wealth Design, LLC114
0.0% of portfolio›$3.8K
Physician Wealth Advisors, Inc.111
0.0% of portfolio›$3.7K
Key FInancial Inc100
0.0% of portfolio›$3.3K
Burk Holdings LLC95
0.0% of portfolio›$3.2K
Archer Investment Corp95
0.0% of portfolio›$3.2K
Lanark Financial, Inc.92
0.0% of portfolio›$3.1K
JFS Wealth Advisors, LLC92
0.0% of portfolio›$3.1K
Noble Wealth Management PBC91
0.0% of portfolio›$3.0K
Acumen Wealth Advisors, LLC78
0.0% of portfolio›$2.6K
WPG Advisers, LLC75
0.0% of portfolio›$2.5K
SJS Investment Consulting Inc.74
0.0% of portfolio›$2.5K
Marquette Asset Management, LLC71
0.0% of portfolio›$2.4K
MV Capital Management, Inc.67
0.0% of portfolio›$2.2K
Creative Capital Management Investments LLC58
0.0% of portfolio›$1.9K
Investors Research Corp52
0.0% of portfolio›$1.7K
Caitong International Asset Management Co., Ltd47
0.0% of portfolio›$1.6K
Capital Advisors, Ltd. LLC40
0.0% of portfolio›$1
James T. Borello RIA39
0.0% of portfolio›$1.3K
CoreCap Advisors, LLC37
0.0% of portfolio›$1.2K
Activest Wealth Management31
0.0% of portfolio›$1.0K
Bay Harbor Wealth Management, LLC31
0.0% of portfolio›$1.0K
Clark Wealth Partners29
0.0% of portfolio›$971
Creative Financial Designs Inc27
0.0% of portfolio›$904
Valley National Advisers Inc24
0.0% of portfolio›$804
Rossby Financial, LCC23
0.0% of portfolio›$770
Gilpin Wealth Management, LLC22
0.0% of portfolio›$737
Breakwater Investment Management19
0.0% of portfolio›$637
DiNuzzo Private Wealth, Inc.16
0.0% of portfolio›$536
Cedar Mountain Advisors, LLC14
0.0% of portfolio›$469
Proathlete Wealth Management LLC14
0.0% of portfolio›$468
Davis Capital Management12
0.0% of portfolio›$402
Financial Consulate, Inc12
0.0% of portfolio›$402
American Capital Advisory, LLC12
0.0% of portfolio›$402
Signature Equity Partners, LLC10
0.0% of portfolio›$335
DecisionPoint Financial, LLC5
0.0% of portfolio›$173
Maryland Capital Advisors Inc.1
0.0% of portfolio›$34
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,776,670$93.0M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
989,631$33.1M0.0%CoreLowDes Moines, IA2026-11-02
MacKenzie Financial Corp
860,390$28.8M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Bank of New York Mellon Corp
813,759$27.2M0.0%CoreLowNew York, NY2026-11-05
Fort Washington Investment Advisors Inc
719,453$24.1M0.1%CoreLowCincinnati, OH2026-10-15
TimesSquare Capital Management, LLC
539,035$18.0M0.3%GrowthMediumNew York, NY2026-11-03
Citigroup Inc
524,278$17.6M0.0%CoreMediumNew York, NY2026-11-04
Assenagon Asset Management S.A.
438,484$14.7M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Counterpoint Mutual Funds LLC
282,078$9.4M0.8%Deep ValueVery HighSan Diego, CA2026-10-16
Creative Planning
212,339$7.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Strs Ohio
133,200$4.5M0.0%CoreMediumColumbus, OH2026-10-30
UniSuper Management Pty Ltd
115,494$3.9M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Triasima Portfolio Management inc.
98,086$3.3M0.4%MomentumHighMontreal, Austria2026-10-15
Thrivent Financial for Lutherans
88,110$3.0M0.0%GARPMediumMinneapolis, MN2026-11-05
Fifth Third Bancorp
72,592$2.4M0.0%IndexVery LowCincinnati, OH2026-11-05
Exchange Traded Concepts, LLC
70,930$2.4M0.0%GrowthMediumOklahoma City, OK2026-10-28
Y-Intercept (Hong Kong) Ltd
66,946$2.2M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Louisiana State Employees Retirement System
59,000$2.0M0.0%IndexLowBaton Rouge, LA2026-10-20
State of New Jersey Common Pension Fund D
47,262$1.6M0.0%CoreLowTrenton, NJ2026-11-05
Mesirow Financial Investment Management, Inc.
46,430$1.6M0.0%CoreLowChicago, IL2026-11-05
Oppenheimer Asset Management Inc.
44,958$1.5M0.0%CoreMediumNew York, NY2026-10-27
New York State Teachers Retirement System
44,697$1.5M0.0%CoreVery LowAlbany, NY2026-10-22
Tealwood Asset Management Inc
43,706$1.5M1.3%GrowthMediumMinneapolis, MN2026-10-13
Vise Technologies, Inc.
43,445$1.5M0.0%IndexLowNew York, NY2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
43,408$1.5M0.0%GrowthVery LowSeattle, WA2026-10-27
Moody Aldrich Partners LLC
40,427$1.4M0.3%ValueHighMarblehead, MA2026-10-27
Achmea Investment Management B.V.
38,900$1.3M0.0%CoreMediumZeist, Philippines2026-10-30
Arizona State Retirement System
38,053$1.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
36,341$1.2M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
35,880$1.2M0.0%CoreVery LowNew York, NY2026-10-23
US Bancorp \de\
34,812$1.2M0.0%IndexLowMinneapolis, MN2026-11-05
Harbor Capital Advisors, Inc.
34,748$1.2M0.2%ValueHighChicago, IL2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
32,640$1.1M0.0%CoreLowHarrisburg, PA2026-11-03
Blue Trust, Inc.
31,873$1.1M0.0%ETFLowBrentwood, TN2026-10-15
Oregon Public Employees Retirement Fund
31,089$1.0M0.0%IndexVery LowTigard, OR2026-10-30
Linden Thomas Advisory Services, LLC
30,708$1.0M0.1%CoreLowCharlotte, NC2026-10-19
Wealth Enhancement Advisory Services, LLC
30,126$538.8K0.0%CoreLowPlymouth, MN2026-10-13
State of Alaska, Department of Revenue
29,621$991.0K0.0%CoreVery LowJuneau, AK2026-10-15
Jones Kertz & Associates, Inc.
29,214$978.1K0.5%GrowthLowBlaine, MN2026-10-28
State of Wyoming
27,889$933.7K0.1%ValueHighCheyenne, WY2026-10-28
Smith Group Asset Management, LLC
27,120$908.0K0.1%GrowthLowDallas, TX2026-10-27
Mirae Asset Global Investments Co., Ltd.
24,601$823.6K0.0%GrowthLowSeoul, Malaysia2026-11-03
Bokf, NA
21,619$723.8K0.0%CoreLowTulsa, OK2026-10-27
DekaBank Deutsche Girozentrale
20,327$681.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Pictet Asset Management Holding SA
19,597$656.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
ProShare Advisors LLC
19,441$650.9K0.0%GrowthLowBethesda, MD2026-10-29
Concurrent Investment Advisors, LLC
17,706$592.8K0.0%GrowthMediumTampa, FL2026-10-16
Lido Advisors, LLC
16,590$555.4K0.0%GrowthLowLos Angeles, CA2026-11-04
Myecfo, LLC
16,476$551.6K0.2%ETFVery LowLa Jolla, CA2026-10-14
Truist Financial Corp
16,136$540.2K0.0%CoreLowCharlotte, NC2026-10-30
Mutual of America Capital Management LLC
15,808$529.3K0.0%IndexLowNew York, NY2026-10-23
NorthCrest Asset Manangement, LLC
15,288$555.1K0.0%GrowthLowPlymouth, MN2026-10-13
Atria Investments, Inc
15,241$510.3K0.0%CoreMediumCharlotte, NC2026-10-15
IFP Advisors, Inc
15,087$505.1K0.0%GrowthLowTampa, FL2026-10-16
Simplex Trading, LLC
13,181$441.3K0.0%CoreVery HighChicago, IL2026-11-04
Ethic Inc.
13,161$440.6K0.0%CoreLowNew York, NY2026-11-03
Xponance LLC
13,153$440.4K0.0%IndexVery LowPhiladelphia, PA2026-11-03
GC Wealth Management RIA, LLC
12,530$419.5K0.0%GrowthMediumCambridge, MA2026-11-02
Evergreen Capital Management LLC
11,499$385.0K0.0%GARPMediumBellevue, WA2026-10-23
Swiss Life Asset Management Ltd
11,199$374.9K0.0%CoreLowZurich, Switzerland2026-11-03
Gamma Investing LLC
10,789$361.2K0.0%IndexVery LowFoster City, CA2026-10-08
Kestra Advisory Services, LLC
10,329$345.8K0.0%CoreLowAustin, TX2026-11-02
Hohimer Wealth Management, LLC
9,297$311.3K0.0%CoreHighSeattle, WA2026-11-04
Virginia Retirement Systems ET Al
9,000$301.3K0.0%CoreMediumRichmond, VA2026-10-28
D.A. Davidson & Co.
8,865$296.8K0.0%CoreLowGreat Falls, MT2026-10-28
Legacy Advisors, LLC
8,825$295.5K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Crossmark Global Holdings, Inc.
8,778$293.9K0.0%GARPMediumHouston, TX2026-10-21
Sumitomo Mitsui DS Asset Management Company, Ltd
8,593$287.7K0.0%IndexVery LowTokyo, Mexico2026-10-20
Quadrant Capital Group LLC
8,514$319.6K0.0%CoreLowCincinnati, OH2026-10-20
Balboa Wealth Partners
8,319$278.5K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
EverSource Wealth Advisors, LLC
8,239$275.8K0.0%CoreMediumBirmingham, AL2026-11-04
Total Wealth Planning & Management, Inc.
8,117$271.8K0.2%CoreMediumPonte Vedra Beach, FL2026-10-23
Mitsubishi UFJ Asset Management Co., Ltd.
7,805$261.3K0.0%IndexVery LowTokyo, Mexico2026-11-05
CIBC Asset Management Inc
7,508$251.4K0.0%GARPLowToronto, South Africa2026-11-05
Praxis Investment Management Inc
6,857$230.0K0.0%CoreLowGoshen, IN2026-11-03
Cahaba Wealth Management, Inc.
6,789$227.3K0.0%ETFVery LowAtlanta, GA2026-10-26
Brucke Financial, Inc.
6,765$226.5K0.1%GrowthMediumIndianapolis, IN2026-10-23
HB Wealth Management, LLC
6,664$223.1K0.0%IndexVery LowAtlanta, GA2026-10-23
Commonwealth Equity Services, LLC
6,554$219.4K0.0%ETFLowWaltham, MA2026-11-02
AlphaCore Capital LLC
6,445$215.8K0.0%ETFLowLa Jolla, CA2026-11-04
Profund Advisors LLC
6,331$212.0K0.0%GrowthLowBethesda, MD2026-10-29
Nisa Investment Advisors, LLC
6,111$204.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Rosenberg Matthew Hamilton
5,981$200.2K0.0%ETFVery LowGrand Junction, CO2026-10-05
CenterBook Partners LP
5,980$200.2K0.0%ValueVery HighGreenwich, CT2026-11-02
Leonteq Securities AG
5,660$189.5K0.0%CoreHighZurich, Switzerland2026-10-29
Bayforest Capital Ltd
5,181$173.5K0.3%Deep ValueVery HighLondon, United Kingdom2026-11-03
KBC Group NV
4,868$163.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Central Pacific Bank - Trust Division
4,464$149.5K0.0%CoreMediumHonolulu, HI2026-10-06
Signaturefd, LLC
4,403$147.4K0.0%IndexLowAtlanta, GA2026-10-23
Sterling Capital Management LLC
4,203$140.7K0.0%GARPMediumCharlotte, NC2026-10-22
Ameliora Wealth Management Ltd.
4,000$133.9K0.0%ETFLowZurich, Switzerland2026-10-23
SBI Securities Co., Ltd.
3,944$132.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Pinnacle Wealth Planning Services, Inc.
3,675$123.0K0.0%GARPLowMansfield, OH2026-10-27
Versant Capital Management, Inc
2,910$97.4K0.0%GARPLowPhoenix, AZ2026-10-02
Parallel Advisors, LLC
2,863$95.9K0.0%IndexLowSan Francisco, CA2026-11-03
Farther Finance Advisors, LLC
2,195$73.5K0.0%IndexLowSan Francisco, CA2026-10-08
MassMutual Private Wealth & Trust, FSB
1,671$55.9K0.0%CoreLowSpringfield, MA2026-10-05
Spire Wealth Management
1,639$54.9K0.0%GrowthMediumMclean, VA2026-10-30
Center for Financial Planning, Inc.
1,250$41.9K0.0%ETFLowSouthfied, MI2026-10-26
Fulcrum Asset Management LLP
1,234$40.4K0.0%CoreMediumLondon, United Kingdom2026-11-04
North Star Investment Management Corp.
1,063$35.6K0.0%CoreLowChicago, IL2026-10-27
Salomon & Ludwin, LLC
867$29.0K0.0%ETFVery LowRichmond, VA2026-10-29
Bear Mountain Capital, Inc.
867$34.3K0.0%ETFLowSeattle, WA2026-11-04
Bare Financial Services, Inc
822$27.5K0.0%ETFVery LowGap, PA2026-11-04
Fortitude Family Office, LLC
747$25.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Hickory Point Bank & Trust
700$23.4K0.0%CoreVery LowDecatur, IL2026-10-01
V-Square Quantitative Management LLC
676$22.6K0.0%CoreLowChicago, IL2026-10-15
Essential Partners LLC
654$21.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Assetmark, Inc
553$18.5K0.0%ETFLowConcord, CA2026-10-21
Covestor Ltd
497$170.0%ValueHighLondon, United Kingdom2026-10-30
Hughes Financial Services, LLC
477$20.7K0.0%ETFLowHerndon, VA2026-10-30
Larson Financial Group LLC
439$14.7K0.0%GrowthLowSt Louis, MO2026-11-05
Root Financial Partners, LLC
390$13.1K0.0%ETFMediumEncinitas, CA2026-10-21
Bell Investment Advisors, Inc
367$12.3K0.0%ETFVery LowOrinda, CA2026-10-29
Owl Creek Wealth Partners LLC
320$10.7K0.0%IndexLowGreenwood Village, CO2026-10-20
Main Street Group, LTD
300$10.0K0.0%ETFMediumGlen Allen, VA2026-10-28
Wolff Wiese Magana LLC
259$8.7K0.0%GrowthLowCarslbad, CA2026-10-15
High Note Wealth, LLC
187$6.3K0.0%ETFVery LowDeephaven, MN2026-10-27
Parkside Financial Bank & Trust
187$6.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Avion Wealth
158$50.0%ETFLowThe Woodlands, TX2026-11-04
Farmers & Merchants Investments Inc
138$4.6K0.0%CoreVery LowLincoln, NE2026-10-22
PFS Partners, LLC
126$4.2K0.0%ETFVery LowMine Hill, NJ2026-10-21
Mather Group, Llc.
122$4.1K0.0%ETFMediumChicago, IL2026-10-14
UMB Private Wealth Management, LLC
120$4.0K0.0%GrowthN/AKansas City, MO2026-10-19
Hurley Capital, LLC
116$3.9K0.0%GARPMediumNew York, NY2026-11-05
True Wealth Design, LLC
114$3.8K0.0%ETFMediumAkron, OH2026-10-13
Physician Wealth Advisors, Inc.
111$3.7K0.0%ETFMediumMidvale, UT2026-10-20
Key FInancial Inc
100$3.3K0.0%ETFLowWest Chester, PA2026-11-02
Burk Holdings LLC
95$3.2K0.0%ETFVery LowTulsa, OK2026-11-05
Archer Investment Corp
95$3.2K0.0%CoreMediumCarmel, IN2026-11-05
Lanark Financial, Inc.
92$3.1K0.0%CoreMediumBirmingham, AL2026-10-26
JFS Wealth Advisors, LLC
92$3.1K0.0%ETFVery LowHermitage, PA2026-11-03
Noble Wealth Management PBC
91$3.0K0.0%YieldMediumGreenwood Village, CO2026-10-01
Acumen Wealth Advisors, LLC
78$2.6K0.0%GrowthHighChattanooga, TN2026-11-05
WPG Advisers, LLC
75$2.5K0.0%CoreLowBaltimore, MD2026-10-27
SJS Investment Consulting Inc.
74$2.5K0.0%ETFVery LowSylvania, OH2026-10-26
Marquette Asset Management, LLC
71$2.4K0.0%ETFVery LowMinneapolis, MN2026-10-09
MV Capital Management, Inc.
67$2.2K0.0%ETFLowBethesda, MD2026-10-29
Creative Capital Management Investments LLC
58$1.9K0.0%ETFLowSan Diego, CA2026-10-28
Investors Research Corp
52$1.7K0.0%ETFLowAtlanta, GA2026-10-07
Caitong International Asset Management Co., Ltd
47$1.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Capital Advisors, Ltd. LLC
40$10.0%ETFLowShaker Heights, OH2026-10-27
James T. Borello RIA
39$1.3K0.0%ETFVery LowEast Dundee, IL2026-10-16
CoreCap Advisors, LLC
37$1.2K0.0%ETFMediumSouthfield, MI2026-10-08
Activest Wealth Management
31$1.0K0.0%ETFLowAventura, FL2026-10-15
Bay Harbor Wealth Management, LLC
31$1.0K0.0%ETFMediumHunt Valley, MD2026-11-03
Clark Wealth Partners
29$9710.0%ETFVery LowO'Fallon, IL2026-10-19
Creative Financial Designs Inc
27$9040.0%ETFMediumKokomo, IN2026-11-04
Valley National Advisers Inc
24$8040.0%ETFLowBethlehem, PA2026-10-23
Rossby Financial, LCC
23$7700.0%ETFMediumMelbourne, FL2026-11-05
Gilpin Wealth Management, LLC
22$7370.0%GrowthLowDenver, CO2026-10-09
Breakwater Investment Management
19$6370.0%ETFLowSeattle, WA2026-10-20
DiNuzzo Private Wealth, Inc.
16$5360.0%ETFLowBeaver, PA2026-10-16
Cedar Mountain Advisors, LLC
14$4690.0%ETFVery LowLake Oswego, OR2026-10-15
Proathlete Wealth Management LLC
14$4680.0%ETFVery LowBoca Raton, FL2026-10-15
Davis Capital Management
12$4020.0%CoreLowJacksonville, FL2026-10-08
Financial Consulate, Inc
12$4020.0%ETFLowHunt Valley, MD2026-10-23
American Capital Advisory, LLC
12$4020.0%ETFLowKetchum, ID2026-10-28
Signature Equity Partners, LLC
10$3350.0%GrowthMediumColumbus, OH2026-10-29
DecisionPoint Financial, LLC
5$1730.0%ETFVery LowMesa, AZ2026-10-27
Maryland Capital Advisors Inc.
1$340.0%ETFVery LowChester, MD2026-10-15