IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Brighthouse Financial Inc (BHF)

CUSIP: 10922N103 | NYSE | Financial Services · Insurance - Life | Mid Cap | 1771 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP3,749,306
0.0% of portfolio›$187.1M
Citigroup Inc620,256
0.0% of portfolio›$31.0M
Calamos Advisors LLC391,771
0.1% of portfolio›$19.5M
Bank of New York Mellon Corp320,088
0.0% of portfolio›$16.0M
Grace & White Inc187,542
1.5% of portfolio›$9.4M
Principal Financial Group Inc132,120
0.0% of portfolio›$6.6M
Syquant Capital SAS92,826
0.1% of portfolio›$4.4K
Retirement Systems of Alabama91,820
0.0% of portfolio›$4.6M
Kestrel Investment Management Corp85,300
2.5% of portfolio›$4.3M
Waterfront Wealth Inc.74,350
0.6% of portfolio›$3.5M
New York Life Investment Management LLC68,807
0.0% of portfolio›$3.4M
New York State Teachers Retirement System56,775
0.0% of portfolio›$2.8M
Creative Planning45,092
0.0% of portfolio›$2.3M
Oak Thistle LLC36,338
0.2% of portfolio›$1.8M
Wolverine Asset Management LLC26,884
0.0% of portfolio›$1.3M
Amalgamated Bank25,651
0.0% of portfolio›$1.3M
State of New Jersey Common Pension Fund D23,684
0.0% of portfolio›$1.2M
Mutual of America Capital Management LLC20,951
0.0% of portfolio›$1.0M
Louisiana State Employees Retirement System17,100
0.0% of portfolio›$853.3K
Kendall Capital Management16,540
0.1% of portfolio›$825.3K
Arizona State Retirement System16,172
0.0% of portfolio›$807.0K
GAM Holding AG16,000
0.1% of portfolio›$798.4K
Candriam S.C.A.14,860
0.0% of portfolio›$744.2K
Yousif Capital Management, LLC14,790
0.0% of portfolio›$738.0K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS13,728
0.0% of portfolio›$685.0K
State of Michigan Retirement System13,468
0.0% of portfolio›$672.1K
Quadrant Capital Group LLC12,696
0.0% of portfolio›$608.3K
Thrivent Financial for Lutherans12,603
0.0% of portfolio›$629.0K
FNY Investment Advisers, LLC12,360
0.6% of portfolio›$616.0K
Oregon Public Employees Retirement Fund11,935
0.0% of portfolio›$595.6K
Wealth Enhancement Advisory Services, LLC11,612
0.0% of portfolio›$568.9K
AGF Management LTD9,430
0.0% of portfolio›$470.6K
Pictet Asset Management Holding SA9,268
0.0% of portfolio›$462.5K
Nisa Investment Advisors, LLC8,003
0.0% of portfolio›$399.4K
Equitec Proprietary Markets, LLC7,731
0.1% of portfolio›$385.8K
Verde Servicos Internacionais S.A.7,000
0.5% of portfolio›$349.0K
Xponance LLC6,689
0.0% of portfolio›$333.8K
Kestra Advisory Services, LLC5,844
0.0% of portfolio›$291.6K
Chemistry Wealth Management LLC5,708
0.0% of portfolio›$284.8K
State of Alaska, Department of Revenue5,451
0.0% of portfolio›$272.0K
Commonwealth Equity Services, LLC5,026
0.0% of portfolio›$250.8K
Summit Securities Group LLC5,000
0.0% of portfolio›$249.5K
Byrne Asset Management LLC4,700
0.1% of portfolio›$235.2K
Olympiad Research LP4,178
0.3% of portfolio›$208.5K
Evergreen Capital Management LLC4,100
0.0% of portfolio›$204.6K
Ethic Inc.4,044
0.0% of portfolio›$201.8K
Innealta Capital, LLC4,035
0.1% of portfolio›$201.3K
BOS Asset Management, LLC4,019
0.0% of portfolio›$200.5K
Strs Ohio3,250
0.0% of portfolio›$162.2K
Parallel Advisors, LLC3,218
0.0% of portfolio›$160.6K
Signaturefd, LLC2,888
0.0% of portfolio›$144.1K
Gamma Investing LLC2,397
0.0% of portfolio›$119.6K
Nova Financial LLC2,230
0.0% of portfolio›$111.3K
Bayforest Capital Ltd1,658
0.1% of portfolio›$82.7K
Sterling Capital Management LLC1,622
0.0% of portfolio›$80.9K
KBC Group NV1,572
0.0% of portfolio›$78.0K
Fulcrum Asset Management LLP1,312
0.0% of portfolio›$68.2K
Larson Financial Group LLC1,150
0.0% of portfolio›$57.4K
Parkside Financial Bank & Trust1,063
0.0% of portfolio›$53.0K
Grove Bank & Trust697
0.0% of portfolio›$34.8K
Mather Group, Llc.630
0.0% of portfolio›$31.4K
Kingdom Financial Group Llc.550
0.0% of portfolio›$27.4K
Covestor Ltd498
0.0% of portfolio›$25.0K
Farther Finance Advisors, LLC422
0.0% of portfolio›$21.1K
Versant Capital Management, Inc419
0.0% of portfolio›$20.9K
GoalVest Advisory LLC414
0.0% of portfolio›$20.7K
Root Financial Partners, LLC258
0.0% of portfolio›$12.9K
Silver Grove Financial Group, Inc.256
0.0% of portfolio›$12.8K
Trust Co of Vermont224
0.0% of portfolio›$11.2K
Cassaday & Co Wealth Management LLC196
0.0% of portfolio›$9.8K
Elyxium Wealth, LLC178
0.0% of portfolio›$8.9K
MassMutual Private Wealth & Trust, FSB169
0.0% of portfolio›$8.4K
Elevation Wealth Partners, LLC168
0.0% of portfolio›$8.4K
Contravisory Investment Management, Inc.157
0.0% of portfolio›$7.8K
Eastern Bank156
0.0% of portfolio›$7.8K
TD Waterhouse Canada Inc.151
0.0% of portfolio›$7.6K
Mitsubishi UFJ Asset Management Co., Ltd.145
0.0% of portfolio›$7.2K
CoreCap Advisors, LLC136
0.0% of portfolio›$6.8K
Atlantic Edge Private Wealth Management, LLC126
0.0% of portfolio›$6.3K
Nfsg Corp125
0.0% of portfolio›$6.2K
Blue Trust, Inc.122
0.0% of portfolio›$6.1K
TFC Financial Management, Inc.100
0.0% of portfolio›$5.0K
Meriwether Wealth & Planning, LLC94
0.0% of portfolio›$4.7K
Creative Capital Management Investments LLC76
0.0% of portfolio›$3.8K
High Note Wealth, LLC69
0.0% of portfolio›$3.4K
Pension & Wealth Management Advisors, Inc.64
0.0% of portfolio›$3.2K
EverSource Wealth Advisors, LLC63
0.0% of portfolio›$3.1K
True Wealth Design, LLC63
0.0% of portfolio›$3.1K
First United Bank & Trust58
0.0% of portfolio›$2.9K
JFS Wealth Advisors, LLC56
0.0% of portfolio›$2.8K
Farmers & Merchants Investments Inc54
0.0% of portfolio›$2.7K
Marquette Asset Management, LLC47
0.0% of portfolio›$2.3K
Barrett & Company, Inc.47
0.0% of portfolio›$2.3K
Fortitude Family Office, LLC44
0.0% of portfolio›$2.2K
Laurel Wealth Advisors LLC41
0.0% of portfolio›$2.0K
Valley National Advisers Inc39
0.0% of portfolio›$1.9K
Hilton Head Capital Partners, LLC39
0.0% of portfolio›$1.9K
SJS Investment Consulting Inc.37
0.0% of portfolio›$1.8K
MTM Investment Management, LLC37
0.0% of portfolio›$1.8K
MV Capital Management, Inc.37
0.0% of portfolio›$1.8K
Torren Management, LLC34
0.0% of portfolio›$1.7K
Compass Financial Management LLC33
0.0% of portfolio›$1.6K
Capital Advisors, Ltd. LLC32
0.0% of portfolio›$2
Hughes Financial Services, LLC31
0.0% of portfolio›$1.3K
Physician Wealth Advisors, Inc.30
0.0% of portfolio›$1.5K
IFP Advisors, Inc29
0.0% of portfolio›$1.4K
Oakworth Capital, Inc.27
0.0% of portfolio›$1.3K
Cornerstone National Bank & Trust Co27
0.0% of portfolio›$1.4K
Wilmington Savings Fund Society, FSB26
0.0% of portfolio›$1.3K
Bell Investment Advisors, Inc26
0.0% of portfolio›$1.3K
Horizons Wealth Management24
0.0% of portfolio›$1.2K
WPG Advisers, LLC23
0.0% of portfolio›$1.1K
Ares Financial Consulting, LLC22
0.0% of portfolio›$1.1K
Gen-Wealth Partners Inc21
0.0% of portfolio›$1.0K
Assetmark, Inc21
0.0% of portfolio›$1.0K
Triumph Capital Management21
0.0% of portfolio›$1.0K
Friedenthal Financial20
0.0% of portfolio›$998
Moisand Fitzgerald Tamayo, LLC20
0.0% of portfolio›$998
Cape Investment Advisory, Inc.19
0.0% of portfolio›$948
DiNuzzo Private Wealth, Inc.19
0.0% of portfolio›$949
Wealth Enhancement Trust Services, Inc.19
0.0% of portfolio›$948
Financial Consulate, Inc19
0.0% of portfolio›$949
TD Private Client Wealth LLC19
0.0% of portfolio›$948
Bay Harbor Wealth Management, LLC19
0.0% of portfolio›$948
Atwood & Palmer Inc18
0.0% of portfolio›$899
West Branch Capital LLC18
0.0% of portfolio›$899
Creative Financial Designs Inc17
0.0% of portfolio›$848
Bangor Savings Bank17
0.0% of portfolio›$848
Fiduciary Advisors, Inc.16
0.0% of portfolio›$799
PFS Partners, LLC16
0.0% of portfolio›$799
Hazlett, Burt & Watson, Inc.15
0.0% of portfolio›$1
Tompkins Financial Corp15
0.0% of portfolio›$749
Tsfg, LLC15
0.0% of portfolio›$1
Center for Financial Planning, Inc.14
0.0% of portfolio›$698
Bare Financial Services, Inc14
0.0% of portfolio›$699
IFS Advisors, LLC13
0.0% of portfolio›$648
Cherry Tree Wealth Management, LLC13
0.0% of portfolio›$649
Country Trust Bank12
0.0% of portfolio›$599
Rosenberg Matthew Hamilton12
0.0% of portfolio›$599
Tradewinds Capital Management, LLC12
0.0% of portfolio›$599
Key FInancial Inc11
0.0% of portfolio›$549
Manchester Capital Management LLC11
0.0% of portfolio›$549
Costello Asset Management, Inc11
0.0% of portfolio›$549
New England Capital Financial Advisors LLC10
0.0% of portfolio›$499
CrossGen Wealth, LLC10
0.0% of portfolio›$499
Marshall & Sterling Wealth Advisors Inc.10
0.0% of portfolio›$499
Cromwell Holdings LLC10
0.0% of portfolio›$499
Evolution Wealth Management Inc.9
0.0% of portfolio›$449
CGC Financial Services, LLC9
0.0% of portfolio›$449
Abound Wealth Management9
0.0% of portfolio›$450
Harbor Investment Advisory, LLC9
0.0% of portfolio›$449
Concord Wealth Partners9
0.0% of portfolio›$449
Pinnacle Wealth Planning Services, Inc.8
0.0% of portfolio›$399
William Mack & Associates, Inc.8
0.0% of portfolio›$400
Nemes Rush Group LLC8
0.0% of portfolio›$399
Elevated Capital Advisors, LLC7
0.0% of portfolio›$349
Olistico Wealth, LLC7
0.0% of portfolio›$349
Pillar Financial Advisors, LLC7
0.0% of portfolio›$350
Valley Wealth Managers, Inc.7
0.0% of portfolio›$349
Global Trust Asset Management, LLC7
0.0% of portfolio›$349
Provenance Wealth Advisors, LLC7
0.0% of portfolio›$349
Pacific Center for Financial Services6
0.0% of portfolio›$300
Align Financial, LLC6
0.0% of portfolio›$299
Private Trust Co NA6
0.0% of portfolio›$299
Glass Jacobson Investment Advisors llc5
0.0% of portfolio›$250
North Star Investment Management Corp.5
0.0% of portfolio›$250
Clayton Financial Group LLC5
0.0% of portfolio›$250
Dhjj Financial Advisors, Ltd.5
0.0% of portfolio›$250
Beacon Investment Advisory Services, Inc.5
0.0% of portfolio›$250
Salomon & Ludwin, LLC5
0.0% of portfolio›$250
Plante Moran Financial Advisors, LLC5
0.0% of portfolio›$250
Planning Strategies Inc.4
0.0% of portfolio›$200
Pinnacle Bancorp, Inc.4
0.0% of portfolio›$200
DecisionPoint Financial, LLC4
0.0% of portfolio›$201
Virginia Estate & Retirement Planning Advisors Inc.4
0.0% of portfolio›$200
Jnba Financial Advisors3
0.0% of portfolio›$150
Security National Bank3
0.0% of portfolio›$150
Holos Integrated Wealth LLC3
0.0% of portfolio›$143
Latitude Advisors, LLC3
0.0% of portfolio›$150
Bokf, NA2
0.0% of portfolio›$100
First Bancorp, Inc2
0.0% of portfolio›$100
Brown, Lisle Ings, Inc.2
0.0% of portfolio›$100
United Financial Planning Group LLC2
0.0% of portfolio›$100
Trust Co2
0.0% of portfolio›$100
Maryland Capital Advisors Inc.1
0.0% of portfolio›$50
Signature Resources Capital Management, LLC1
0.0% of portfolio›$50
Canton Hathaway, LLC1
0.0% of portfolio›$50
Essential Partners LLC1
0.0% of portfolio›$50
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
3,749,306$187.1M0.0%IndexLowAustin, TX2026-11-04
Citigroup Inc
620,256$31.0M0.0%CoreMediumNew York, NY2026-11-04
Calamos Advisors LLC
391,771$19.5M0.1%GrowthMediumNaperville, IL2026-11-02
Bank of New York Mellon Corp
320,088$16.0M0.0%CoreLowNew York, NY2026-11-05
Grace & White Inc
187,542$9.4M1.5%Deep ValueVery LowNy, NY2026-10-23
Principal Financial Group Inc
132,120$6.6M0.0%CoreLowDes Moines, IA2026-11-02
Syquant Capital SAS
92,826$4.4K0.1%MomentumVery HighParis, India2026-10-20
Retirement Systems of Alabama
91,820$4.6M0.0%IndexLowMontgomery, AL2026-11-04
Kestrel Investment Management Corp
85,300$4.3M2.5%Deep ValueMediumSan Mateo, CA2026-11-02
Waterfront Wealth Inc.
74,350$3.5M0.6%ValueLowOverland Park, KS2026-11-03
New York Life Investment Management LLC
68,807$3.4M0.0%GrowthLowNew York, NY2026-11-04
New York State Teachers Retirement System
56,775$2.8M0.0%CoreVery LowAlbany, NY2026-10-22
Creative Planning
45,092$2.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Oak Thistle LLC
36,338$1.8M0.2%ValueVery HighNew York, NY2026-10-21
Wolverine Asset Management LLC
26,884$1.3M0.0%Deep ValueVery HighChicago, IL2026-11-02
Amalgamated Bank
25,651$1.3M0.0%CoreVery LowNew York, NY2026-10-23
State of New Jersey Common Pension Fund D
23,684$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Mutual of America Capital Management LLC
20,951$1.0M0.0%IndexLowNew York, NY2026-10-23
Louisiana State Employees Retirement System
17,100$853.3K0.0%IndexLowBaton Rouge, LA2026-10-20
Kendall Capital Management
16,540$825.3K0.1%GARPLowRockville, MD2026-10-23
Arizona State Retirement System
16,172$807.0K0.0%IndexVery LowPhoenix, AZ2026-11-03
GAM Holding AG
16,000$798.4K0.1%CoreMediumZurich, Switzerland2026-11-03
Candriam S.C.A.
14,860$744.2K0.0%GrowthMediumStrassen, Netherlands2026-11-03
Yousif Capital Management, LLC
14,790$738.0K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
13,728$685.0K0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
13,468$672.1K0.0%IndexLowEast Lansing, MI2026-10-27
Quadrant Capital Group LLC
12,696$608.3K0.0%CoreLowCincinnati, OH2026-10-20
Thrivent Financial for Lutherans
12,603$629.0K0.0%GARPMediumMinneapolis, MN2026-11-05
FNY Investment Advisers, LLC
12,360$616.0K0.6%GrowthVery HighNew York, NY2026-10-16
Oregon Public Employees Retirement Fund
11,935$595.6K0.0%IndexVery LowTigard, OR2026-10-30
Wealth Enhancement Advisory Services, LLC
11,612$568.9K0.0%CoreLowPlymouth, MN2026-10-13
AGF Management LTD
9,430$470.6K0.0%GrowthHighToronto, Australia2026-11-03
Pictet Asset Management Holding SA
9,268$462.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Nisa Investment Advisors, LLC
8,003$399.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Equitec Proprietary Markets, LLC
7,731$385.8K0.1%Agg GrowthVery HighChicago, IL2026-11-04
Verde Servicos Internacionais S.A.
7,000$349.0K0.5%MomentumHighSao Paulo, Finland2026-10-26
Xponance LLC
6,689$333.8K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Kestra Advisory Services, LLC
5,844$291.6K0.0%CoreLowAustin, TX2026-11-02
Chemistry Wealth Management LLC
5,708$284.8K0.0%CoreLowNew York, NY2026-10-16
State of Alaska, Department of Revenue
5,451$272.0K0.0%CoreVery LowJuneau, AK2026-10-15
Commonwealth Equity Services, LLC
5,026$250.8K0.0%ETFLowWaltham, MA2026-11-02
Summit Securities Group LLC
5,000$249.5K0.0%CoreVery HighNew York, NY2026-11-05
Byrne Asset Management LLC
4,700$235.2K0.1%CoreLowKingston, NJ2026-10-06
Olympiad Research LP
4,178$208.5K0.3%Deep ValueVery HighStamford, CT2026-11-04
Evergreen Capital Management LLC
4,100$204.6K0.0%GARPMediumBellevue, WA2026-10-23
Ethic Inc.
4,044$201.8K0.0%CoreLowNew York, NY2026-11-03
Innealta Capital, LLC
4,035$201.3K0.1%ETFMediumAustin, TX2026-11-02
BOS Asset Management, LLC
4,019$200.5K0.0%ETFLowSpringfield, IL2026-10-09
Strs Ohio
3,250$162.2K0.0%CoreMediumColumbus, OH2026-10-30
Parallel Advisors, LLC
3,218$160.6K0.0%IndexLowSan Francisco, CA2026-11-03
Signaturefd, LLC
2,888$144.1K0.0%IndexLowAtlanta, GA2026-10-23
Gamma Investing LLC
2,397$119.6K0.0%IndexVery LowFoster City, CA2026-10-08
Nova Financial LLC
2,230$111.3K0.0%N/AN/ATucson, AZ2026-11-04
Bayforest Capital Ltd
1,658$82.7K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Sterling Capital Management LLC
1,622$80.9K0.0%GARPMediumCharlotte, NC2026-10-22
KBC Group NV
1,572$78.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Fulcrum Asset Management LLP
1,312$68.2K0.0%CoreMediumLondon, United Kingdom2026-11-04
Larson Financial Group LLC
1,150$57.4K0.0%GrowthLowSt Louis, MO2026-11-05
Parkside Financial Bank & Trust
1,063$53.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Grove Bank & Trust
697$34.8K0.0%ETFLowMiami, FL2026-10-08
Mather Group, Llc.
630$31.4K0.0%ETFMediumChicago, IL2026-10-14
Kingdom Financial Group Llc.
550$27.4K0.0%ETFMediumPeoria, AZ2026-11-04
Covestor Ltd
498$25.0K0.0%ValueHighLondon, United Kingdom2026-10-30
Farther Finance Advisors, LLC
422$21.1K0.0%IndexLowSan Francisco, CA2026-10-08
Versant Capital Management, Inc
419$20.9K0.0%GARPLowPhoenix, AZ2026-10-02
GoalVest Advisory LLC
414$20.7K0.0%ETFMediumNew York, NY2026-10-02
Root Financial Partners, LLC
258$12.9K0.0%ETFMediumEncinitas, CA2026-10-21
Silver Grove Financial Group, Inc.
256$12.8K0.0%CoreMediumOrchard Park, NY2026-11-05
Trust Co of Vermont
224$11.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Cassaday & Co Wealth Management LLC
196$9.8K0.0%ETFVery LowMclean, VA2026-10-27
Elyxium Wealth, LLC
178$8.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
MassMutual Private Wealth & Trust, FSB
169$8.4K0.0%CoreLowSpringfield, MA2026-10-05
Elevation Wealth Partners, LLC
168$8.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Contravisory Investment Management, Inc.
157$7.8K0.0%MomentumHighNorwell, MA2026-10-13
Eastern Bank
156$7.8K0.0%GrowthMediumBoston, MA2026-10-05
TD Waterhouse Canada Inc.
151$7.6K0.0%CoreLowToronto, Australia2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
145$7.2K0.0%IndexVery LowTokyo, Mexico2026-11-05
CoreCap Advisors, LLC
136$6.8K0.0%ETFMediumSouthfield, MI2026-10-08
Atlantic Edge Private Wealth Management, LLC
126$6.3K0.0%CoreLowJacksonville, FL2026-10-20
Nfsg Corp
125$6.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Blue Trust, Inc.
122$6.1K0.0%ETFLowBrentwood, TN2026-10-15
TFC Financial Management, Inc.
100$5.0K0.0%ETFVery LowBoston, MA2026-10-26
Meriwether Wealth & Planning, LLC
94$4.7K0.0%ETFMediumMinden, LA2026-10-13
Creative Capital Management Investments LLC
76$3.8K0.0%ETFLowSan Diego, CA2026-10-28
High Note Wealth, LLC
69$3.4K0.0%ETFVery LowDeephaven, MN2026-10-27
Pension & Wealth Management Advisors, Inc.
64$3.2K0.0%ETFLowWaltham, MA2026-10-16
EverSource Wealth Advisors, LLC
63$3.1K0.0%CoreMediumBirmingham, AL2026-11-04
True Wealth Design, LLC
63$3.1K0.0%ETFMediumAkron, OH2026-10-13
First United Bank & Trust
58$2.9K0.0%CoreLowOakland, MD2026-10-22
JFS Wealth Advisors, LLC
56$2.8K0.0%ETFVery LowHermitage, PA2026-11-03
Farmers & Merchants Investments Inc
54$2.7K0.0%CoreVery LowLincoln, NE2026-10-22
Marquette Asset Management, LLC
47$2.3K0.0%ETFVery LowMinneapolis, MN2026-10-09
Barrett & Company, Inc.
47$2.3K0.0%ETFLowProvidence, RI2026-10-22
Fortitude Family Office, LLC
44$2.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Laurel Wealth Advisors LLC
41$2.0K0.0%CoreVery LowCharlotte, NC2026-10-27
Valley National Advisers Inc
39$1.9K0.0%ETFLowBethlehem, PA2026-10-23
Hilton Head Capital Partners, LLC
39$1.9K0.0%CoreMediumHilton Head Island, SC2026-10-23
SJS Investment Consulting Inc.
37$1.8K0.0%ETFVery LowSylvania, OH2026-10-26
MTM Investment Management, LLC
37$1.8K0.0%CoreVery LowSpartanburg, SC2026-10-30
MV Capital Management, Inc.
37$1.8K0.0%ETFLowBethesda, MD2026-10-29
Torren Management, LLC
34$1.7K0.0%ETFMediumSan Diego, CA2026-10-29
Compass Financial Management LLC
33$1.6K0.0%CoreN/ATampa, FL2026-10-30
Capital Advisors, Ltd. LLC
32$20.0%ETFLowShaker Heights, OH2026-10-27
Hughes Financial Services, LLC
31$1.3K0.0%ETFLowHerndon, VA2026-10-30
Physician Wealth Advisors, Inc.
30$1.5K0.0%ETFMediumMidvale, UT2026-10-20
IFP Advisors, Inc
29$1.4K0.0%GrowthLowTampa, FL2026-10-16
Oakworth Capital, Inc.
27$1.3K0.0%ETFLowBirmingham, AL2026-10-26
Cornerstone National Bank & Trust Co
27$1.4K0.0%ETFMediumPalatine, IL2026-10-20
Wilmington Savings Fund Society, FSB
26$1.3K0.0%CoreLowWilmington, DE2026-10-23
Bell Investment Advisors, Inc
26$1.3K0.0%ETFVery LowOrinda, CA2026-10-29
Horizons Wealth Management
24$1.2K0.0%ETFLowAsheville, NC2026-10-05
WPG Advisers, LLC
23$1.1K0.0%CoreLowBaltimore, MD2026-10-27
Ares Financial Consulting, LLC
22$1.1K0.0%CoreLowCalabasas, CA2026-10-19
Gen-Wealth Partners Inc
21$1.0K0.0%CoreLowZeeland, MI2026-11-04
Assetmark, Inc
21$1.0K0.0%ETFLowConcord, CA2026-10-21
Triumph Capital Management
21$1.0K0.0%ETFMediumDenver, CO2026-10-14
Friedenthal Financial
20$9980.0%ETFHighMarlton, NJ2026-10-27
Moisand Fitzgerald Tamayo, LLC
20$9980.0%ETFVery LowOrlando, FL2026-10-15
Cape Investment Advisory, Inc.
19$9480.0%ETFLowMcdonough, GA2026-10-13
DiNuzzo Private Wealth, Inc.
19$9490.0%ETFLowBeaver, PA2026-10-16
Wealth Enhancement Trust Services, Inc.
19$9480.0%GrowthMediumSioux Falls, SD2026-10-07
Financial Consulate, Inc
19$9490.0%ETFLowHunt Valley, MD2026-10-23
TD Private Client Wealth LLC
19$9480.0%ETFLowNew York, NY2026-10-28
Bay Harbor Wealth Management, LLC
19$9480.0%ETFMediumHunt Valley, MD2026-11-03
Atwood & Palmer Inc
18$8990.0%CoreVery LowKansas City, MO2026-10-08
West Branch Capital LLC
18$8990.0%GrowthVery LowAmherst, MA2026-10-20
Creative Financial Designs Inc
17$8480.0%ETFMediumKokomo, IN2026-11-04
Bangor Savings Bank
17$8480.0%ETFLowBangor, ME2026-10-06
Fiduciary Advisors, Inc.
16$7990.0%ETFLowSt. Louis, MO2026-10-16
PFS Partners, LLC
16$7990.0%ETFVery LowMine Hill, NJ2026-10-21
Hazlett, Burt & Watson, Inc.
15$10.0%CoreVery LowWheeling, WV2026-11-04
Tompkins Financial Corp
15$7490.0%CoreLowIthaca, NY2026-10-05
Tsfg, LLC
15$10.0%ETFLowLake Forest, IL2026-10-23
Center for Financial Planning, Inc.
14$6980.0%ETFLowSouthfied, MI2026-10-26
Bare Financial Services, Inc
14$6990.0%ETFVery LowGap, PA2026-11-04
IFS Advisors, LLC
13$6480.0%ETFLowOverland Park, KS2026-10-14
Cherry Tree Wealth Management, LLC
13$6490.0%ETFVery LowMinnetonka, MN2026-10-15
Country Trust Bank
12$5990.0%GrowthLowBloomington, IL2026-10-30
Rosenberg Matthew Hamilton
12$5990.0%ETFVery LowGrand Junction, CO2026-10-05
Tradewinds Capital Management, LLC
12$5990.0%ETFVery HighBellingham, WA2026-10-23
Key FInancial Inc
11$5490.0%ETFLowWest Chester, PA2026-11-02
Manchester Capital Management LLC
11$5490.0%CoreLowManchester, VT2026-10-22
Costello Asset Management, Inc
11$5490.0%CoreLowFeasterville, PA2026-10-30
New England Capital Financial Advisors LLC
10$4990.0%ETFLowMeriden, CT2026-11-03
CrossGen Wealth, LLC
10$4990.0%CoreVery LowGreenville, NC2026-10-30
Marshall & Sterling Wealth Advisors Inc.
10$4990.0%ETFMediumPoughkeepsie, NY2026-10-28
Cromwell Holdings LLC
10$4990.0%IndexLowJackson, WY2026-10-28
Evolution Wealth Management Inc.
9$4490.0%ETFMediumFort Myers, FL2026-10-28
CGC Financial Services, LLC
9$4490.0%ETFLowLake Oswego, OR2026-10-13
Abound Wealth Management
9$4500.0%ETFVery LowFranklin, TN2026-10-26
Harbor Investment Advisory, LLC
9$4490.0%GrowthLowLutherville, MD2026-10-13
Concord Wealth Partners
9$4490.0%GrowthLowAbingdon, VA2026-11-02
Pinnacle Wealth Planning Services, Inc.
8$3990.0%GARPLowMansfield, OH2026-10-27
William Mack & Associates, Inc.
8$4000.0%ETFLowTroy, MI2026-10-27
Nemes Rush Group LLC
8$3990.0%CoreVery LowNovi, MI2026-11-04
Elevated Capital Advisors, LLC
7$3490.0%ETFMediumSandy, UT2026-11-04
Olistico Wealth, LLC
7$3490.0%GrowthVery LowTulsa, OK2026-10-05
Pillar Financial Advisors, LLC
7$3500.0%ETFVery LowLouisville, KY2026-10-21
Valley Wealth Managers, Inc.
7$3490.0%GARPMediumParamus, NJ2026-10-09
Global Trust Asset Management, LLC
7$3490.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Provenance Wealth Advisors, LLC
7$3490.0%ETFLowFort Lauderdale, FL2026-10-30
Pacific Center for Financial Services
6$3000.0%ETFMediumDanville, CA2026-10-15
Align Financial, LLC
6$2990.0%ETFVery LowHermantown, MN2026-10-16
Private Trust Co NA
6$2990.0%CoreLowCleveland, OH2026-10-20
Glass Jacobson Investment Advisors llc
5$2500.0%ETFLowOwings Mills, MD2026-10-26
North Star Investment Management Corp.
5$2500.0%CoreLowChicago, IL2026-10-27
Clayton Financial Group LLC
5$2500.0%ETFLowSt. Louis, MO2026-10-13
Dhjj Financial Advisors, Ltd.
5$2500.0%ETFVery LowNaperville, IL2026-10-23
Beacon Investment Advisory Services, Inc.
5$2500.0%GrowthLowMorristown, NJ2026-10-13
Salomon & Ludwin, LLC
5$2500.0%ETFVery LowRichmond, VA2026-10-29
Plante Moran Financial Advisors, LLC
5$2500.0%ETFVery LowSouthfield, MI2026-11-04
Planning Strategies Inc.
4$2000.0%ETFN/ALancaster, PA2026-10-02
Pinnacle Bancorp, Inc.
4$2000.0%CoreVery LowBeatrice, NE2026-10-21
DecisionPoint Financial, LLC
4$2010.0%ETFVery LowMesa, AZ2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
4$2000.0%ETFLowGlen Allen, VA2026-10-14
Jnba Financial Advisors
3$1500.0%ETFMediumBloomington, MN2026-11-03
Security National Bank
3$1500.0%GrowthLowOmaha, NE2026-10-26
Holos Integrated Wealth LLC
3$1430.0%ETFLowKennett Square, PA2026-10-23
Latitude Advisors, LLC
3$1500.0%ETFLowYorkville, IL2026-10-27
Bokf, NA
2$1000.0%CoreLowTulsa, OK2026-10-27
First Bancorp, Inc
2$1000.0%ValueVery LowDamariscotta, ME2026-10-26
Brown, Lisle Ings, Inc.
2$1000.0%CoreVery LowProvidence, RI2026-10-16
United Financial Planning Group LLC
2$1000.0%ETFHighHauppauge, NY2026-11-04
Trust Co
2$1000.0%ETFVery LowManhattan, KS2026-10-09
Maryland Capital Advisors Inc.
1$500.0%ETFVery LowChester, MD2026-10-15
Signature Resources Capital Management, LLC
1$500.0%ETFLowNewport Beach, CA2026-10-16
Canton Hathaway, LLC
1$500.0%ValueLowProvidence, RI2026-10-23
Essential Partners LLC
1$500.0%ValueMediumRancho Santa Fe, CA2026-10-14