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British American TOB (BMTA)

CUSIP: 110448107 | GR | 2345 institutional holders

Quarters

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

Mondrian Investment Partners LTD4,357,616
4.4% of portfolio›$237.1M
Dimensional Fund Advisors LP1,320,413
0.0% of portfolio›$71.8M
ABC Arbitrage SA1,282,238
6.8% of portfolio›$69.8M
Euro Pacific Asset Management, LLC722,881
3.5% of portfolio›$39.3M
Assetmark, Inc679,288
0.1% of portfolio›$37.0M
Todd Asset Management LLC661,289
0.7% of portfolio›$36.0M
Truist Financial Corp465,709
0.0% of portfolio›$25.3M
Cambiar Investors LLC409,170
0.9% of portfolio›$22.3M
Oppenheimer Asset Management Inc.364,203
0.2% of portfolio›$19.8M
Adams Asset Advisors, LLC343,016
1.9% of portfolio›$18.7M
Factory Mutual Insurance Co327,595
0.2% of portfolio›$17.8M
Viking Fund Management LLC290,000
1.4% of portfolio›$15.8M
Creative Planning280,862
0.0% of portfolio›$15.3M
Capricorn Fund Managers Ltd280,000
1.4% of portfolio›$15.2M
Investment Management Associates Inc268,996
3.0% of portfolio›$14.6M
GW Henssler & Associates LTD267,315
0.6% of portfolio›$14.5M
SBI Securities Co., Ltd.257,336
0.3% of portfolio›$14.0M
Commonwealth Equity Services, LLC252,431
0.0% of portfolio›$13.7M
Dupree Financial Group, LLC173,790
3.4% of portfolio›$9.5M
Moran Wealth Management, LLC172,851
0.3% of portfolio›$9.4M
Atria Investments, Inc167,959
0.1% of portfolio›$9.1M
Transmarket Holdings LP165,036
5.0% of portfolio›$9.0M
Keystone Financial Planning, Inc.163,906
2.2% of portfolio›$8.9M
Citigroup Inc154,348
0.0% of portfolio›$8.4M
Davenport & Co LLC150,500
0.0% of portfolio›$8.2M
Savoir Faire Capital Management, L.P.148,095
6.8% of portfolio›$8.1M
Cambridge Investment Research Advisors, Inc.136,475
0.0% of portfolio›$7.4K
TD Private Client Wealth LLC134,072
0.1% of portfolio›$7.3M
Kennon-Green & Company, LLC129,847
5.4% of portfolio›$7.1M
Inlet Private Wealth, LLC126,318
1.7% of portfolio›$6.9M
Poehling Capital Management, Inc.119,767
1.3% of portfolio›$6.5M
Philip James Wealth Mangement, LLC118,928
0.7% of portfolio›$6.5M
CWA Asset Management Group, LLC116,920
0.2% of portfolio›$6.4M
TD Waterhouse Canada Inc.114,652
0.0% of portfolio›$6.1M
Butensky & Cohen Financial Security, Inc114,368
1.5% of portfolio›$6.2M
Hennessy Advisors Inc102,700
0.2% of portfolio›$5.6M
Wealth Enhancement Advisory Services, LLC91,739
0.0% of portfolio›$5.1M
CIBC Asset Management Inc89,876
0.0% of portfolio›$4.9M
Carota Wealth Management89,807
4.1% of portfolio›$4.9M
Gateway Investment Advisers LLC89,797
0.0% of portfolio›$4.9M
D.A. Davidson & Co.88,428
0.0% of portfolio›$4.8M
First Bank & Trust78,048
0.6% of portfolio›$4.2M
Vise Technologies, Inc.78,015
0.0% of portfolio›$4.2M
Pekin Hardy Strauss, Inc.75,996
0.4% of portfolio›$4.1M
Kestra Advisory Services, LLC75,020
0.0% of portfolio›$4.1M
LFG Wealth Partners, LLC74,256
1.7% of portfolio›$4.0M
Orca Wealth Management, LLC69,728
2.3% of portfolio›$3.8M
Elevation Point Wealth Partners, LLC69,601
0.1% of portfolio›$3.8M
Manske Wealth Management68,661
0.9% of portfolio›$3.7M
Park Avenue Securities LLC67,277
0.0% of portfolio›$3.7K
Quadrant Capital Group LLC62,124
0.1% of portfolio›$3.5M
HF Advisory Group, LLC60,282
1.0% of portfolio›$3.3M
Lifetime Wealth Management P.C.57,147
1.9% of portfolio›$3.1M
Meridian Investment Counsel Inc.56,850
0.7% of portfolio›$3.1M
Uncommon Cents Investing Inc56,777
0.7% of portfolio›$3.1M
Kathmere Capital Management, LLC55,730
0.1% of portfolio›$3.0M
CenterBook Partners LP54,673
0.1% of portfolio›$3.0M
Equitable Trust Co54,343
0.1% of portfolio›$3.0M
Signaturefd, LLC53,293
0.0% of portfolio›$2.9M
Turtle Creek Wealth Advisors, LLC50,339
0.1% of portfolio›$2.7M
Citizens National Bank Trust Department48,353
0.4% of portfolio›$2.6M
ASO Group Ltd48,103
0.0% of portfolio›$2.6K
Lido Advisors, LLC47,977
0.0% of portfolio›$2.6M
Eagle Global Advisors LLC47,671
0.1% of portfolio›$2.6M
Fulton Bank, N.A.47,114
0.1% of portfolio›$2.6M
Diversify Wealth Management, LLC46,272
0.0% of portfolio›$2.7M
Diversify Advisory Services, LLC46,272
0.0% of portfolio›$2.7M
Choreo, LLC45,970
0.0% of portfolio›$2.5M
Todd Wealth Management, LLC45,434
1.9% of portfolio›$2.5M
Range Financial Group LLC45,301
0.7% of portfolio›$2.5M
Townsend & Associates, Inc42,188
0.2% of portfolio›$2.5M
Raleigh Capital Management Inc.41,762
0.7% of portfolio›$2.3M
Allspring Global Investments Holdings, LLC40,533
0.0% of portfolio›$2.2M
Kestra Private Wealth Services, LLC40,354
0.0% of portfolio›$2.2M
AdvisorNet Financial, Inc40,194
0.1% of portfolio›$2.3M
Perpetual Ltd33,041
0.0% of portfolio›$1.8M
China Universal Asset Management Co., Ltd.32,347
0.1% of portfolio›$1.8M
Ativo Capital Management LLC32,339
1.4% of portfolio›$1.8M
Oppenheimer & Co Inc32,256
0.0% of portfolio›$1.8M
Verdence Capital Advisors LLC32,073
0.1% of portfolio›$1.7M
Evergreen Capital Management LLC31,886
0.0% of portfolio›$1.7M
Souders Financial Advisors31,456
0.2% of portfolio›$1.7M
J.Safra Asset Management Corp31,138
0.1% of portfolio›$1.7M
Blue Trust, Inc.30,399
0.0% of portfolio›$1.7M
Prime Capital Investment Advisors, LLC30,295
0.0% of portfolio›$1.6M
HB Wealth Management, LLC30,125
0.0% of portfolio›$1.6M
Mitchell & Pahl Private Wealth, LLC28,177
0.6% of portfolio›$1.5M
Brookstone Capital Management27,213
0.0% of portfolio›$1.5M
Aaron Wealth Advisors LLC25,844
0.1% of portfolio›$1.4M
Obermeyer Wealth Partners25,626
0.1% of portfolio›$1.4M
Ipswich Investment Management Co., Inc.25,000
0.3% of portfolio›$1.4M
Concurrent Investment Advisors, LLC24,655
0.0% of portfolio›$1.3M
Aprio Wealth Management, LLC24,088
0.1% of portfolio›$1.3M
Simplex Trading, LLC23,707
0.0% of portfolio›$1.3M
Applied Capital LLC23,598
0.5% of portfolio›$1.3M
Access Investment Management LLC23,459
0.3% of portfolio›$1.3M
Provenance Wealth Advisors, LLC23,166
0.1% of portfolio›$1.3M
Ted Buchan & Co23,139
0.4% of portfolio›$1.3M
Avantra Family Wealth, Inc.23,139
0.8% of portfolio›$1.3M
Pictet Asset Management Holding SA22,967
0.0% of portfolio›$1.2M
Retirement Guys Formula LLC22,825
0.5% of portfolio›$1.2M
Sagespring Wealth Partners, LLC22,195
0.0% of portfolio›$1.2M
Ceera Investments, LLC22,170
0.5% of portfolio›$1.2M
Ascent Group, LLC21,057
0.0% of portfolio›$1.1M
Greenleaf Trust20,961
0.0% of portfolio›$1.1M
Sanders Morris Harris LLC20,723
0.2% of portfolio›$1.1M
Fourpath Capital Management, LLC20,683
0.1% of portfolio›$1.1M
Nicholas Wealth, Llc.20,201
0.6% of portfolio›$1.1M
Sovran Advisors, LLC19,917
0.1% of portfolio›$1.2M
IFP Advisors, Inc19,690
0.0% of portfolio›$1.1M
Victory Financial Group, LLC19,343
0.1% of portfolio›$1.1M
Beacon Financial Advisory LLC18,982
0.2% of portfolio›$1.0M
Wespac Advisors, LLC18,814
0.5% of portfolio›$1.0M
Keybank National Association18,763
0.0% of portfolio›$1.0M
Farther Finance Advisors, LLC18,739
0.0% of portfolio›$1.0M
San Luis Wealth Advisors LLC18,487
0.1% of portfolio›$1.0M
Hilton Head Capital Partners, LLC17,972
0.5% of portfolio›$977.7K
Gibbs Wealth Management17,750
0.1% of portfolio›$965.6K
Kingswood Wealth Advisors, LLC17,286
0.0% of portfolio›$940.4K
Linden Thomas Advisory Services, LLC16,881
0.1% of portfolio›$918.3K
Michels Family Financial, LLC16,707
0.6% of portfolio›$908.8K
Finer Wealth Management, Inc.16,650
0.4% of portfolio›$905.8K
Key Client Fiduciary Advisors, LLC16,364
0.2% of portfolio›$890.2K
Plan Group Financial, LLC16,000
0.2% of portfolio›$945.8K
Ascentis Independent Advisors15,908
0.1% of portfolio›$865.5K
Prairie Advisory, LLC15,846
0.1% of portfolio›$862.0K
Code Waechter LLC15,561
0.4% of portfolio›$846.5K
Pinnacle Wealth Planning Services, Inc.15,520
0.1% of portfolio›$844.3K
Glenview Trust Co15,396
0.0% of portfolio›$837.5K
Parrish Capital LLC15,292
0.8% of portfolio›$831.9K
Frank, Rimerman Advisors LLC14,913
0.0% of portfolio›$811.3K
Indivisible Partners14,746
0.0% of portfolio›$802.2K
Integrity Alliance, Llc.14,374
0.0% of portfolio›$781.9K
Profund Advisors LLC14,033
0.0% of portfolio›$763.4K
Gamma Investing LLC13,983
0.0% of portfolio›$760.7K
Moody National Bank Trust Division13,724
0.1% of portfolio›$746.6K
Foster Victor Wealth Advisors, LLC13,556
0.0% of portfolio›$793.2K
Versant Capital Management, Inc13,516
0.1% of portfolio›$735.3K
Dynamic Advisor Solutions LLC13,479
0.0% of portfolio›$733.2K
D'Orazio & Associates, Inc.13,272
0.1% of portfolio›$722.0K
Apollon Wealth Management, LLC13,038
0.0% of portfolio›$709.3K
Independent Financial Group, LLC12,942
0.0% of portfolio›$704.1K
Signature Estate & Investment Advisors LLC12,916
0.0% of portfolio›$702.6K
HUB Investment Partners, LLC12,799
0.0% of portfolio›$696.3K
Valeo Financial Advisors, LLC12,612
0.0% of portfolio›$686.1K
Procyon Advisors, LLC12,535
0.0% of portfolio›$681.9K
Keudell ison Wealth Management12,445
0.1% of portfolio›$677.0K
Avidian Wealth Enterprises, LLC12,317
0.0% of portfolio›$670.1K
Ethic Inc.12,288
0.0% of portfolio›$668.5K
May Hill Capital, LLC12,214
0.1% of portfolio›$664.4K
Y-Intercept (Hong Kong) Ltd12,050
0.0% of portfolio›$655.5K
Prospera Financial Services Inc11,664
0.0% of portfolio›$717.7K
OpenArc Corporate Advisory, LLC11,656
0.0% of portfolio›$634.1K
Titleist Asset Management, LLC11,615
0.0% of portfolio›$631.9K
Lantz Financial LLC11,470
0.1% of portfolio›$624.0K
Bank & Trust Co11,198
0.4% of portfolio›$609.2K
Midwest Trust Co11,075
0.0% of portfolio›$602.5K
GC Wealth Management RIA, LLC11,045
0.0% of portfolio›$600.8K
Sanchez Gaunt Capital Management, LLC11,042
0.3% of portfolio›$600.7K
Symphony Financial, Ltd. Co.10,693
0.1% of portfolio›$583.2K
Parallel Advisors, LLC10,326
0.0% of portfolio›$561.7K
Woodard & Co Asset Management Group Inc10,138
0.1% of portfolio›$551.5K
Stockman Wealth Management, Inc.10,052
0.1% of portfolio›$546.8K
Portside Wealth Group, LLC9,982
0.1% of portfolio›$543.0K
Wealth Science Advisors LLC9,919
0.2% of portfolio›$539.6K
MGO One Seven LLC9,832
0.0% of portfolio›$534.9K
Sterling Capital Management LLC9,601
0.0% of portfolio›$522.3K
Greenspring Advisors, LLC9,594
0.0% of portfolio›$521.9K
Excalibur Management Corp9,491
0.2% of portfolio›$516.3K
CMG Global Holdings, LLC9,352
0.2% of portfolio›$508.8K
PDS Planning, Inc9,285
0.0% of portfolio›$505.1K
Weaver Consulting Group9,236
0.1% of portfolio›$502.4K
Old National Bancorp9,194
0.0% of portfolio›$500.2K
Axxcess Wealth Management, LLC9,118
0.0% of portfolio›$496.0K
White Lighthouse Investment Management Inc.9,084
0.1% of portfolio›$494.2K
AA Financial Advisors, LLC8,984
0.1% of portfolio›$488.7K
Capital Investment Advisors, LLC8,918
0.0% of portfolio›$485.1K
Founders Financial Securities LLC8,873
0.0% of portfolio›$482.7K
Wedbush Securities Inc8,838
0.0% of portfolio›$481
Fifth Third Wealth Advisors LLC8,836
0.0% of portfolio›$480.7K
Pines Wealth Management, LLC8,598
0.1% of portfolio›$467.7K
StoneX Group Inc.8,548
0.0% of portfolio›$468.4K
Madden Securities Corp8,500
0.1% of portfolio›$462.4K
Arista Wealth Management, LLC8,461
0.0% of portfolio›$460.3K
Genesis Private Wealth, LLC8,447
0.1% of portfolio›$459.5K
Koshinski Asset Management, Inc.8,316
0.0% of portfolio›$452.4K
Value Investment Professionals, LLC8,237
0.4% of portfolio›$448.1K
Formidable Asset Management, LLC8,165
0.1% of portfolio›$504.3K
First Horizon Corp8,121
0.0% of portfolio›$441.8K
First City Capital Management, Inc.7,790
0.2% of portfolio›$423.8K
Vontobel Holding Ltd.7,758
0.0% of portfolio›$422.0K
Annex Advisory Services, LLC7,751
0.0% of portfolio›$421.6K
Athena Wealth Management, LLC7,632
0.3% of portfolio›$415.2K
Burns Matteson Capital Management, LLC7,548
0.1% of portfolio›$410.6K
Ti-Trust, Inc7,522
0.2% of portfolio›$409.2K
MBA Advisors LLC7,346
0.1% of portfolio›$399.6K
Larry Mathis Financial Planning, LLC7,309
0.3% of portfolio›$397.6K
Crossmark Global Holdings, Inc.7,283
0.0% of portfolio›$396.2K
Ridgepath Capital Management LLC7,197
0.2% of portfolio›$391.5K
First County Bank7,175
0.2% of portfolio›$390.3K
Mission Wealth Management, LP7,149
0.0% of portfolio›$388.9K
United Advisor Group, LLC6,998
0.0% of portfolio›$380.7K
Guilbault Capital LLC6,996
0.4% of portfolio›$380.6K
Certior Financial Group, LLC6,961
0.2% of portfolio›$378.7K
Sage Rhino Capital LLC6,955
0.1% of portfolio›$378.4K
Alchemi Wealth, LLC6,914
0.2% of portfolio›$376.1K
Laurel OAK Wealth Management, LLC6,862
0.1% of portfolio›$373.3K
Dymon Asia Capital (Singapore) Pte. Ltd.6,800
0.0% of portfolio›$369.9K
LVW Advisors, LLC6,780
0.0% of portfolio›$368.8K
Essex LLC6,730
0.1% of portfolio›$366.1K
Anchyra Partners LLC6,658
0.1% of portfolio›$362.2K
Griffin Asset Management, Inc.6,627
0.0% of portfolio›$360.5K
Syverson Strege & Co6,491
0.1% of portfolio›$353.1K
Hennion & Walsh Asset Management, Inc.6,483
0.0% of portfolio›$352.7K
Private Trust Co NA6,259
0.0% of portfolio›$340.5K
Affinity Capital Advisors, LLC6,239
0.0% of portfolio›$346.3K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management6,217
0.0% of portfolio›$338.2K
Wrenne Financial Planning LLC6,188
0.1% of portfolio›$336.6K
Ashton Thomas Private Wealth, LLC6,088
0.0% of portfolio›$331.2K
Rakuten Securities, Inc.6,008
0.1% of portfolio›$326.8K
Focused Alpha, LLC5,939
0.1% of portfolio›$323.1K
EverSource Wealth Advisors, LLC5,930
0.0% of portfolio›$322.6K
Augustine Asset Management Inc5,919
0.1% of portfolio›$322.0K
Abel Hall, LLC5,895
0.1% of portfolio›$320.7K
B. Riley Wealth Advisors, Inc.5,883
0.0% of portfolio›$320.0K
Blankinship & Foster, LLC5,809
0.1% of portfolio›$316.0K
Intrua Financial, LLC5,673
0.0% of portfolio›$308.6K
Advisor OS, LLC5,656
0.0% of portfolio›$307.7K
Contravisory Investment Management, Inc.5,642
0.1% of portfolio›$306.9K
Cap Partners, LLC5,632
0.1% of portfolio›$306.4K
Shulman DeMeo Asset Management LLC5,608
0.1% of portfolio›$296.6K
Shrier Wealth Management, LLC5,541
0.1% of portfolio›$301.4K
Hohimer Wealth Management, LLC5,500
0.0% of portfolio›$299.2K
71 West Capital Partners5,466
0.0% of portfolio›$297.4K
State of Wyoming5,425
0.0% of portfolio›$295.1K
Woodward Diversified Capital, LLC5,355
0.1% of portfolio›$291.3K
Concord Wealth Partners5,335
0.0% of portfolio›$290.2K
Csenge Advisory Group5,270
0.0% of portfolio›$286.7K
Traveka Wealth, LLC5,260
0.1% of portfolio›$286.1K
Cornerstone Wealth Management, LLC5,258
0.0% of portfolio›$286.0K
SLT Holdings LLC5,250
0.2% of portfolio›$285.6K
Wedmont Private Capital5,176
0.0% of portfolio›$286.9K
Trek Financial, LLC5,145
0.0% of portfolio›$279.9K
Resonant Capital Advisors, LLC5,080
0.0% of portfolio›$276.4K
Asset One Wealth Management LLC5,007
0.0% of portfolio›$272.4K
Live Oak Private Wealth LLC4,999
0.0% of portfolio›$271.9K
PUREfi Wealth, LLC4,907
0.1% of portfolio›$266.9K
VestGen Advisors, LLC4,886
0.0% of portfolio›$265.8K
Sowell Financial Services LLC4,855
0.0% of portfolio›$264.1K
Granite Group Advisors, LLC4,843
0.2% of portfolio›$263.5K
BXM Wealth LLC4,825
0.1% of portfolio›$262.5K
Fingerlakes Wealth Management, Inc.4,770
0.1% of portfolio›$259.5K
Cromwell Holdings LLC4,702
0.1% of portfolio›$255.8K
Capital Investment Advisory Services, LLC4,628
0.0% of portfolio›$255.5K
Viewpoint Investment Partners Corp4,600
0.1% of portfolio›$252.2K
Mather Group, Llc.4,593
0.0% of portfolio›$249.9K
Creative Financial Designs Inc4,588
0.0% of portfolio›$249.6K
Quintet Private Bank (Europe) S.A.4,500
0.0% of portfolio›$244.8K
Winebrenner Capital Management LLC4,500
0.2% of portfolio›$244.8K
Sigma Planning Corp4,487
0.0% of portfolio›$244.1K
Sound Income Strategies, LLC4,461
0.0% of portfolio›$247.3K
Simplicity Wealth,LLC4,455
0.0% of portfolio›$242.4K
Brighton Jones LLC4,448
0.0% of portfolio›$242.0K
Gallacher Capital Management LLC4,437
0.2% of portfolio›$241.4K
Walled Lake Planning & Wealth Management, LLC4,420
0.1% of portfolio›$240.4K
West Paces Advisors Inc.4,418
0.0% of portfolio›$240.3K
HCR Wealth Advisors4,415
0.0% of portfolio›$240.2K
Cooper Financial Group4,392
0.0% of portfolio›$238.9K
MW Advisory, LLC4,374
0.1% of portfolio›$237.9K
Park National Corp4,361
0.0% of portfolio›$237.2K
M Holdings Securities, Inc.4,300
0.0% of portfolio›$266
Edmp, Inc.4,239
0.2% of portfolio›$230.6K
Costello Asset Management, Inc4,208
0.1% of portfolio›$228.9K
Spire Wealth Management4,205
0.0% of portfolio›$228.7K
55 North Private Wealth, LLC4,180
0.0% of portfolio›$227.4K
AGH Wealth Advisors, LLC4,161
0.1% of portfolio›$226.4K
International Assets Investment Management, LLC4,133
0.0% of portfolio›$219.8K
Yousif Capital Management, LLC3,990
0.0% of portfolio›$217.1K
Clear Harbor Asset Management, LLC3,980
0.0% of portfolio›$216.5K
Brucke Financial, Inc.3,894
0.1% of portfolio›$211.8K
Montchanin Asset Management, LLC3,870
0.0% of portfolio›$211
TrinityBridge Ltd3,855
0.0% of portfolio›$210
Cullen T Bankers, Inc.3,847
0.0% of portfolio›$209.3K
Riversedge Advisors, LLC3,845
0.0% of portfolio›$209.2K
SYM Financial Corp3,843
0.0% of portfolio›$209.1K
Trust Point Inc.3,753
0.0% of portfolio›$204.2K
First National Trust Co3,745
0.0% of portfolio›$203.7K
Optima Capital LLC3,735
0.1% of portfolio›$203.2K
Cape Investment Advisory, Inc.3,538
0.0% of portfolio›$192.5K
Lloyd Advisory Services, Llc.3,387
0.1% of portfolio›$184.2K
Asset Planning,Inc3,228
0.1% of portfolio›$175.6K
Grove Bank & Trust2,978
0.0% of portfolio›$162.0K
Hilltop National Bank2,945
0.0% of portfolio›$160.2K
Axiom Investment Management LLC2,802
0.1% of portfolio›$152.4K
Wilmington Savings Fund Society, FSB2,584
0.0% of portfolio›$140.6K
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,475
0.0% of portfolio›$134.6K
Lanark Financial, Inc.2,294
0.0% of portfolio›$124.8K
Manchester Capital Management LLC2,152
0.0% of portfolio›$117.1K
Parkside Financial Bank & Trust2,134
0.0% of portfolio›$116.1K
City State Bank2,105
0.0% of portfolio›$114.5K
Summit Securities Group LLC2,100
0.0% of portfolio›$114.2K
Southern Michigan Bank & Trust1,887
0.0% of portfolio›$102.7K
Rosenberg Matthew Hamilton1,685
0.0% of portfolio›$91.7K
Balance Wealth Partners LLC1,580
0.0% of portfolio›$85.9K
Kelleher Financial Advisors1,566
0.0% of portfolio›$85.2K
Pathway Financial Advisers, LLC1,564
0.0% of portfolio›$85.1K
Owl Creek Wealth Partners LLC1,532
0.0% of portfolio›$83.3K
Compass Wealth Management LLC1,350
0.0% of portfolio›$73.4K
Duncker Streett & Co Inc1,242
0.0% of portfolio›$67.6K
Main Street Group, LTD1,234
0.0% of portfolio›$67.1K
Root Financial Partners, LLC1,219
0.0% of portfolio›$66.3K
Jnba Financial Advisors1,080
0.0% of portfolio›$58.8K
Salomon & Ludwin, LLC1,062
0.0% of portfolio›$57.8K
Towne Trust Company, N.a1,051
0.0% of portfolio›$57.2K
Triumph Capital Management1,046
0.0% of portfolio›$56.9K
Exchange Traded Concepts, LLC1,005
0.0% of portfolio›$54.7K
FNY Investment Advisers, LLC1,000
0.0% of portfolio›$54
Guardian Partners Inc.1,000
0.0% of portfolio›$54.4K
James T. Borello RIA978
0.0% of portfolio›$53.2K
Nfsg Corp881
0.0% of portfolio›$47.9K
Westside Investment Management, Inc.782
0.0% of portfolio›$41.2K
Signature Equity Partners, LLC778
0.0% of portfolio›$42.3K
CoreCap Advisors, LLC660
0.0% of portfolio›$35.9K
Nisa Investment Advisors, LLC653
0.0% of portfolio›$35.5K
Financial Management Professionals, Inc.627
0.0% of portfolio›$34.1K
Avion Wealth623
0.0% of portfolio›$33
Retirement Wealth Solutions LLC592
0.0% of portfolio›$32.2K
CX Institutional568
0.0% of portfolio›$31
KFG LLC565
0.0% of portfolio›$30.7K
West Financial Advisors, LLC535
0.0% of portfolio›$29.1K
Financial Network Wealth Advisors LLC525
0.0% of portfolio›$28.6K
Highline Wealth Partners LLC488
0.0% of portfolio›$26.5K
JFS Wealth Advisors, LLC483
0.0% of portfolio›$26.3K
Quest 10 Wealth Builders, Inc.482
0.0% of portfolio›$26.2K
Nova Financial LLC480
0.0% of portfolio›$26.1K
Ares Financial Consulting, LLC471
0.0% of portfolio›$25.6K
WPG Advisers, LLC447
0.0% of portfolio›$24.3K
Arlington Trust Co LLC415
0.0% of portfolio›$22.6K
Vision Financial Markets LLC404
0.0% of portfolio›$22.0K
Atlantic Edge Private Wealth Management, LLC400
0.0% of portfolio›$21.8K
Byrne Asset Management LLC400
0.0% of portfolio›$21.3K
True Wealth Design, LLC344
0.0% of portfolio›$18.7K
Buck Wealth Strategies, LLC339
0.0% of portfolio›$18.4K
Pension & Wealth Management Advisors, Inc.315
0.0% of portfolio›$17.1K
SJS Investment Consulting Inc.302
0.0% of portfolio›$16.4K
Advocate Investing Services LLC300
0.0% of portfolio›$16.3K
Ascentis Wealth Management, LLC298
0.0% of portfolio›$16.2K
American National Bank & Trust288
0.0% of portfolio›$15.7K
Financial Consulate, Inc253
0.0% of portfolio›$13.8K
GHP Investment Advisors, Inc.250
0.0% of portfolio›$13.6K
Golden State Wealth Management, LLC248
0.0% of portfolio›$13.5K
Proathlete Wealth Management LLC244
0.0% of portfolio›$13.3K
Physician Wealth Advisors, Inc.239
0.0% of portfolio›$13.0K
Maseco LLP235
0.0% of portfolio›$12.8K
UMB Private Wealth Management, LLC230
0.0% of portfolio›$12.5K
Elyxium Wealth, LLC230
0.0% of portfolio›$12.5K
Independence Bank of Kentucky224
0.0% of portfolio›$12.2K
Center for Financial Planning, Inc.210
0.0% of portfolio›$11.4K
Sima Wealth Partners, LLC210
0.0% of portfolio›$11.4K
Asset Dedication, LLC200
0.0% of portfolio›$10.9K
Kentucky Trust Co200
0.0% of portfolio›$10.9K
North Star Investment Management Corp.180
0.0% of portfolio›$9.8K
Trust Co of Vermont173
0.0% of portfolio›$9.4K
Livelsberger Financial Advisory159
0.0% of portfolio›$8.7K
Nemes Rush Group LLC157
0.0% of portfolio›$8.5K
Archer Investment Corp150
0.0% of portfolio›$8.2K
Eastern Bank150
0.0% of portfolio›$8.2K
Ninety One UK Ltd148
0.0% of portfolio›$8.1K
Bell Investment Advisors, Inc147
0.0% of portfolio›$8.0K
Oakworth Capital, Inc.144
0.0% of portfolio›$7.8K
Montgomery Financial Services LLC141
0.0% of portfolio›$7.7K
Country Trust Bank137
0.0% of portfolio›$7.5K
Elevation Wealth Partners, LLC122
0.0% of portfolio›$6.6K
Birch Financial Group, LLC121
0.0% of portfolio›$6.6K
GK Wealth Management LLC121
0.0% of portfolio›$6.6K
Paladin Partners, LLC120
0.0% of portfolio›$6.5K
Moisand Fitzgerald Tamayo, LLC111
0.0% of portfolio›$6.0K
Evolution Wealth Management Inc.107
0.0% of portfolio›$5.8K
Tompkins Financial Corp100
0.0% of portfolio›$5.4K
Thurston, Springer, Miller, Herd & Titak, Inc.97
0.0% of portfolio›$5.3K
Flagship Wealth Advisors, LLC91
0.0% of portfolio›$5.0K
Kennebec Savings Bank82
0.0% of portfolio›$4.5K
Gleason Group, Inc.81
0.0% of portfolio›$4.4K
Planning Strategies Inc.80
0.0% of portfolio›$4.4K
Creative Capital Management Investments LLC69
0.0% of portfolio›$3.8K
American Capital Advisory, LLC63
0.0% of portfolio›$3.4K
Financial Perspectives, Inc61
0.0% of portfolio›$3.3K
Caitong International Asset Management Co., Ltd57
0.0% of portfolio›$3.1K
Toth Financial Advisory Corp54
0.0% of portfolio›$2.9K
Hughes Financial Services, LLC50
0.0% of portfolio›$3.1K
Burk Holdings LLC50
0.0% of portfolio›$2.7K
Abound Wealth Management48
0.0% of portfolio›$2.6K
Albion Financial Group44
0.0% of portfolio›$2.4K
Farmers & Merchants Investments Inc40
0.0% of portfolio›$2.2K
Harbor Investment Advisory, LLC37
0.0% of portfolio›$2.0K
Elevated Capital Advisors, LLC35
0.0% of portfolio›$1.9K
Private Wealth Management Group, LLC33
0.0% of portfolio›$1.8K
Brown, Lisle Ings, Inc.31
0.0% of portfolio›$1.7K
Lodestone Wealth Management LLC29
0.0% of portfolio›$1.6K
Armstrong Advisory Group, Inc28
0.0% of portfolio›$1.5K
Mainstream Capital Management LLC27
0.0% of portfolio›$1.5K
Fairway Wealth LLC25
0.0% of portfolio›$1.4K
RMG Wealth Management LLC24
0.0% of portfolio›$1.4K
Monetary Solutions, Ltd24
0.0% of portfolio›$1.3K
Kingdom Financial Group Llc.23
0.0% of portfolio›$1.3K
MV Capital Management, Inc.21
0.0% of portfolio›$1.1K
Downshift Financial, LLC20
0.0% of portfolio›$1.1K
Sunrise Financial Services, LLC19
0.0% of portfolio›$1.0K
Godsey & Gibb, Inc16
0.0% of portfolio›$871
Trust Co10
0.0% of portfolio›$544
Mechanics Financial Corp10
0.0% of portfolio›$544
Chapman Financial Group, LLC10
0.0% of portfolio›$544
Gilpin Wealth Management, LLC9
0.0% of portfolio›$490
Mosley Wealth Management9
0.0% of portfolio›$522
StrongBox Wealth, LLC6
0.0% of portfolio›$326
Noble Wealth Management PBC4
0.0% of portfolio›$218
Decker Retirement Planning Inc.4
0.0% of portfolio›$207
MJT & Associates Financial Advisory Group, Inc.3
0.0% of portfolio›$164
Nvest Wealth Strategies, Inc.2
0.0% of portfolio›$110
Compass Financial Management LLC1
0.0% of portfolio›$39
Tounjian Advisory Partners, LLC1
0.0% of portfolio›$33
StyleTurnoverLocationFiled
Mondrian Investment Partners LTD
4,357,616$237.1M4.4%YieldMediumLondon, United Kingdom2026-10-23
Dimensional Fund Advisors LP
1,320,413$71.8M0.0%IndexLowAustin, TX2026-11-04
ABC Arbitrage SA
1,282,238$69.8M6.8%YieldVery HighParis, India2026-10-23
Euro Pacific Asset Management, LLC
722,881$39.3M3.5%GARPLowDorado, PR2026-11-03
Assetmark, Inc
679,288$37.0M0.1%ETFLowConcord, CA2026-10-21
Todd Asset Management LLC
661,289$36.0M0.7%ValueMediumLouisville, KY2026-10-27
Truist Financial Corp
465,709$25.3M0.0%CoreLowCharlotte, NC2026-10-30
Cambiar Investors LLC
409,170$22.3M0.9%ValueMediumDenver, CO2026-11-04
Oppenheimer Asset Management Inc.
364,203$19.8M0.2%CoreMediumNew York, NY2026-10-27
Adams Asset Advisors, LLC
343,016$18.7M1.9%YieldMediumDallas, TX2026-10-08
Factory Mutual Insurance Co
327,595$17.8M0.2%GrowthLowWaltham, MA2026-10-30
Viking Fund Management LLC
290,000$15.8M1.4%YieldMediumMinot, ND2026-10-14
Creative Planning
280,862$15.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Capricorn Fund Managers Ltd
280,000$15.2M1.4%GARPVery HighLondon, United Kingdom2026-11-03
Investment Management Associates Inc
268,996$14.6M3.0%Deep ValueMediumGreenwood Village, CO2026-10-29
GW Henssler & Associates LTD
267,315$14.5M0.6%CoreMediumKennesaw, GA2026-10-26
SBI Securities Co., Ltd.
257,336$14.0M0.3%Agg GrowthLowTokyo, Mexico2026-10-22
Commonwealth Equity Services, LLC
252,431$13.7M0.0%ETFLowWaltham, MA2026-11-02
Dupree Financial Group, LLC
173,790$9.5M3.4%YieldMediumLexington, KY2026-10-09
Moran Wealth Management, LLC
172,851$9.4M0.3%CoreMediumNaples, FL2026-10-22
Atria Investments, Inc
167,959$9.1M0.1%CoreMediumCharlotte, NC2026-10-15
Transmarket Holdings LP
165,036$9.0M5.0%Deep ValueVery HighChicago, IL2026-10-27
Keystone Financial Planning, Inc.
163,906$8.9M2.2%YieldMediumCleveland, OH2026-10-08
Citigroup Inc
154,348$8.4M0.0%CoreMediumNew York, NY2026-11-04
Davenport & Co LLC
150,500$8.2M0.0%CoreMediumRichmond, VA2026-10-14
Savoir Faire Capital Management, L.P.
148,095$8.1M6.8%ValueMediumNorwalk, CT2026-11-03
Cambridge Investment Research Advisors, Inc.
136,475$7.4K0.0%ETFLowFairfield, IA2026-11-02
TD Private Client Wealth LLC
134,072$7.3M0.1%ETFLowNew York, NY2026-10-28
Kennon-Green & Company, LLC
129,847$7.1M5.4%ValueLowNew Albany, OH2026-10-05
Inlet Private Wealth, LLC
126,318$6.9M1.7%ValueLowJupiter, FL2026-10-21
Poehling Capital Management, Inc.
119,767$6.5M1.3%ValueLowMadison, WI2026-10-20
Philip James Wealth Mangement, LLC
118,928$6.5M0.7%YieldMediumMilton, GA2026-10-27
CWA Asset Management Group, LLC
116,920$6.4M0.2%CoreMediumNaples, FL2026-10-19
TD Waterhouse Canada Inc.
114,652$6.1M0.0%CoreLowToronto, Australia2026-10-16
Butensky & Cohen Financial Security, Inc
114,368$6.2M1.5%ValueLowPonte Vedra Beach, FL2026-10-13
Hennessy Advisors Inc
102,700$5.6M0.2%Deep ValueMediumNovato, CA2026-10-28
Wealth Enhancement Advisory Services, LLC
91,739$5.1M0.0%CoreLowPlymouth, MN2026-10-13
CIBC Asset Management Inc
89,876$4.9M0.0%GARPLowToronto, South Africa2026-11-05
Carota Wealth Management
89,807$4.9M4.1%CoreHighThompsons Station, TN2026-11-03
Gateway Investment Advisers LLC
89,797$4.9M0.0%GrowthLowCincinnati, OH2026-10-13
D.A. Davidson & Co.
88,428$4.8M0.0%CoreLowGreat Falls, MT2026-10-28
First Bank & Trust
78,048$4.2M0.6%CoreLowBrookings, SD2026-10-19
Vise Technologies, Inc.
78,015$4.2M0.0%IndexLowNew York, NY2026-10-29
Pekin Hardy Strauss, Inc.
75,996$4.1M0.4%ValueMediumChicago, IL2026-11-02
Kestra Advisory Services, LLC
75,020$4.1M0.0%CoreLowAustin, TX2026-11-02
LFG Wealth Partners, LLC
74,256$4.0M1.7%CoreMediumElizabethtown, KY2026-10-28
Orca Wealth Management, LLC
69,728$3.8M2.3%GARPLowNew Port Richey, FL2026-10-14
Elevation Point Wealth Partners, LLC
69,601$3.8M0.1%CoreHighDenver, CO2026-11-05
Manske Wealth Management
68,661$3.7M0.9%ValueVery LowHouston, TX2026-10-26
Park Avenue Securities LLC
67,277$3.7K0.0%ETFMediumNew York, NY2026-10-26
Quadrant Capital Group LLC
62,124$3.5M0.1%CoreLowCincinnati, OH2026-10-20
HF Advisory Group, LLC
60,282$3.3M1.0%ValueLowAnnapolis, MD2026-10-09
Lifetime Wealth Management P.C.
57,147$3.1M1.9%YieldLowRockwall, TX2026-10-29
Meridian Investment Counsel Inc.
56,850$3.1M0.7%GARPLowLafayette, CA2026-10-14
Uncommon Cents Investing Inc
56,777$3.1M0.7%ValueVery LowJanesville, WI2026-10-20
Kathmere Capital Management, LLC
55,730$3.0M0.1%ETFLowWayne, PA2026-10-20
CenterBook Partners LP
54,673$3.0M0.1%ValueVery HighGreenwich, CT2026-11-02
Equitable Trust Co
54,343$3.0M0.1%CoreLowNashville, TN2026-10-13
Signaturefd, LLC
53,293$2.9M0.0%IndexLowAtlanta, GA2026-10-23
Turtle Creek Wealth Advisors, LLC
50,339$2.7M0.1%GrowthLowDallas, TX2026-10-15
Citizens National Bank Trust Department
48,353$2.6M0.4%CoreVery LowMeridian, MS2026-11-04
ASO Group Ltd
48,103$2.6K0.0%ValueVery LowRoad Town, Egypt2026-11-05
Lido Advisors, LLC
47,977$2.6M0.0%GrowthLowLos Angeles, CA2026-11-04
Eagle Global Advisors LLC
47,671$2.6M0.1%CoreLowHouston, TX2026-11-02
Fulton Bank, N.A.
47,114$2.6M0.1%CoreLowLancaster, PA2026-10-14
Diversify Wealth Management, LLC
46,272$2.7M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
46,272$2.7M0.0%GrowthLowSandy, UT2026-10-20
Choreo, LLC
45,970$2.5M0.0%IndexLowRockford, IL2026-10-28
Todd Wealth Management, LLC
45,434$2.5M1.9%GARPVery LowVenice, FL2026-10-19
Range Financial Group LLC
45,301$2.5M0.7%GARPMediumTigard, OR2026-10-21
Townsend & Associates, Inc
42,188$2.5M0.2%Deep ValueLowWestminster, CO2026-10-23
Raleigh Capital Management Inc.
41,762$2.3M0.7%CoreMediumCary, NC2026-10-28
Allspring Global Investments Holdings, LLC
40,533$2.2M0.0%CoreMediumCharlotte, NC2026-11-04
Kestra Private Wealth Services, LLC
40,354$2.2M0.0%GrowthLowAustin, TX2026-10-30
AdvisorNet Financial, Inc
40,194$2.3M0.1%ETFLowMinnetonka, MN2026-10-15
Perpetual Ltd
33,041$1.8M0.0%ValueMediumSydney, New South Wales, China2026-10-13
China Universal Asset Management Co., Ltd.
32,347$1.8M0.1%GrowthMediumShanghai, France2026-10-28
Ativo Capital Management LLC
32,339$1.8M1.4%MomentumMediumChicago, IL2026-10-27
Oppenheimer & Co Inc
32,256$1.8M0.0%CoreLowNew York, NY2026-10-26
Verdence Capital Advisors LLC
32,073$1.7M0.1%CoreMediumHunt Valley, MD2026-10-26
Evergreen Capital Management LLC
31,886$1.7M0.0%GARPMediumBellevue, WA2026-10-23
Souders Financial Advisors
31,456$1.7M0.2%ETFLowCincinnati, OH2026-11-03
J.Safra Asset Management Corp
31,138$1.7M0.1%ETFLowNew York, NY2026-11-03
Blue Trust, Inc.
30,399$1.7M0.0%ETFLowBrentwood, TN2026-10-15
Prime Capital Investment Advisors, LLC
30,295$1.6M0.0%ETFLowOverland Park, KS2026-10-20
HB Wealth Management, LLC
30,125$1.6M0.0%IndexVery LowAtlanta, GA2026-10-23
Mitchell & Pahl Private Wealth, LLC
28,177$1.5M0.6%CoreVery LowOklahoma City, OK2026-10-14
Brookstone Capital Management
27,213$1.5M0.0%ETFMediumWheaton, IL2026-10-22
Aaron Wealth Advisors LLC
25,844$1.4M0.1%GrowthMediumChicago, IL2026-10-13
Obermeyer Wealth Partners
25,626$1.4M0.1%GrowthLowAspen, CO2026-10-21
Ipswich Investment Management Co., Inc.
25,000$1.4M0.3%CoreLowBeverly, MA2026-10-13
Concurrent Investment Advisors, LLC
24,655$1.3M0.0%GrowthMediumTampa, FL2026-10-16
Aprio Wealth Management, LLC
24,088$1.3M0.1%ETFMediumAtlanta, GA2026-10-28
Simplex Trading, LLC
23,707$1.3M0.0%CoreVery HighChicago, IL2026-11-04
Applied Capital LLC
23,598$1.3M0.5%ValueLowHollywood, FL2026-10-07
Access Investment Management LLC
23,459$1.3M0.3%Deep ValueLowAtlanta, GA2026-10-23
Provenance Wealth Advisors, LLC
23,166$1.3M0.1%ETFLowFort Lauderdale, FL2026-10-30
Ted Buchan & Co
23,139$1.3M0.4%ETFLowSan Diego, CA2026-10-23
Avantra Family Wealth, Inc.
23,139$1.3M0.8%CoreMediumMechanicsburg, PA2026-10-20
Pictet Asset Management Holding SA
22,967$1.2M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Retirement Guys Formula LLC
22,825$1.2M0.5%CoreMediumMaumee, OH2026-10-26
Sagespring Wealth Partners, LLC
22,195$1.2M0.0%ETFLowFranklin, TN2026-10-22
Ceera Investments, LLC
22,170$1.2M0.5%CoreMediumBellaire, TX2026-11-02
Ascent Group, LLC
21,057$1.1M0.0%CoreLowVirginia Beach, VA2026-10-30
Greenleaf Trust
20,961$1.1M0.0%CoreLowKalamazoo, MI2026-10-29
Sanders Morris Harris LLC
20,723$1.1M0.2%GARPLowHouston, TX2026-10-14
Fourpath Capital Management, LLC
20,683$1.1M0.1%CoreMediumOklahoma City, OK2026-10-19
Nicholas Wealth, Llc.
20,201$1.1M0.6%GrowthMediumMarietta, GA2026-10-26
Sovran Advisors, LLC
19,917$1.2M0.1%ETFMediumSan Diego, CA2026-11-02
IFP Advisors, Inc
19,690$1.1M0.0%GrowthLowTampa, FL2026-10-16
Victory Financial Group, LLC
19,343$1.1M0.1%ETFLowAustin, TX2026-10-27
Beacon Financial Advisory LLC
18,982$1.0M0.2%ETFLowCleveland, OH2026-10-16
Wespac Advisors, LLC
18,814$1.0M0.5%ETFHighOrinda, CA2026-10-26
Keybank National Association
18,763$1.0M0.0%CoreLowBrooklyn, OH2026-11-04
Farther Finance Advisors, LLC
18,739$1.0M0.0%IndexLowSan Francisco, CA2026-10-08
San Luis Wealth Advisors LLC
18,487$1.0M0.1%CoreMediumSan Luis Obispo, CA2026-10-27
Hilton Head Capital Partners, LLC
17,972$977.7K0.5%CoreMediumHilton Head Island, SC2026-10-23
Gibbs Wealth Management
17,750$965.6K0.1%CoreLowAlpharetta, GA2026-10-22
Kingswood Wealth Advisors, LLC
17,286$940.4K0.0%GrowthLowSan Diego, CA2026-10-23
Linden Thomas Advisory Services, LLC
16,881$918.3K0.1%CoreLowCharlotte, NC2026-10-19
Michels Family Financial, LLC
16,707$908.8K0.6%ETFLowFort Worth, TX2026-11-02
Finer Wealth Management, Inc.
16,650$905.8K0.4%GrowthLowSalem, MA2026-10-16
Key Client Fiduciary Advisors, LLC
16,364$890.2K0.2%ValueMediumFairfield, NJ2026-10-19
Plan Group Financial, LLC
16,000$945.8K0.2%ETFMediumOklahoma City, OK2026-10-22
Ascentis Independent Advisors
15,908$865.5K0.1%ETFLowDallas, TX2026-11-03
Prairie Advisory, LLC
15,846$862.0K0.1%ETFN/ALeawood, KS2026-10-19
Code Waechter LLC
15,561$846.5K0.4%ETFLowTampa, FL2026-10-23
Pinnacle Wealth Planning Services, Inc.
15,520$844.3K0.1%GARPLowMansfield, OH2026-10-27
Glenview Trust Co
15,396$837.5K0.0%GrowthVery LowLouisville, KY2026-10-28
Parrish Capital LLC
15,292$831.9K0.8%ValueLowKennesaw, GA2026-10-01
Frank, Rimerman Advisors LLC
14,913$811.3K0.0%GrowthLowPalo Alto, CA2026-10-16
Indivisible Partners
14,746$802.2K0.0%GrowthMediumClearwater, FL2026-10-26
Integrity Alliance, Llc.
14,374$781.9K0.0%ETFMediumUrbandale, IA2026-10-29
Profund Advisors LLC
14,033$763.4K0.0%GrowthLowBethesda, MD2026-10-29
Gamma Investing LLC
13,983$760.7K0.0%IndexVery LowFoster City, CA2026-10-08
Moody National Bank Trust Division
13,724$746.6K0.1%CoreMediumGalveston, TX2026-10-06
Foster Victor Wealth Advisors, LLC
13,556$793.2K0.0%CoreMediumGreenville, SC2026-10-21
Versant Capital Management, Inc
13,516$735.3K0.1%GARPLowPhoenix, AZ2026-10-02
Dynamic Advisor Solutions LLC
13,479$733.2K0.0%ETFLowPhoenix, AZ2026-10-13
D'Orazio & Associates, Inc.
13,272$722.0K0.1%ETFLowVienna, VA2026-11-04
Apollon Wealth Management, LLC
13,038$709.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
Independent Financial Group, LLC
12,942$704.1K0.0%GrowthLowSan Diego, CA2026-10-13
Signature Estate & Investment Advisors LLC
12,916$702.6K0.0%ETFMediumLos Angeles, CA2026-10-13
HUB Investment Partners, LLC
12,799$696.3K0.0%GrowthLowAustin, TX2026-11-03
Valeo Financial Advisors, LLC
12,612$686.1K0.0%ETFLowCarmel, IN2026-10-08
Procyon Advisors, LLC
12,535$681.9K0.0%CoreVery LowShelton, CT2026-10-21
Keudell ison Wealth Management
12,445$677.0K0.1%ETFMediumSalem, OR2026-10-16
Avidian Wealth Enterprises, LLC
12,317$670.1K0.0%ETFLowHouston, TX2026-10-08
Ethic Inc.
12,288$668.5K0.0%CoreLowNew York, NY2026-11-03
May Hill Capital, LLC
12,214$664.4K0.1%ETFLowCohasset, MA2026-11-03
Y-Intercept (Hong Kong) Ltd
12,050$655.5K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Prospera Financial Services Inc
11,664$717.7K0.0%CoreMediumDallas, TX2026-11-04
OpenArc Corporate Advisory, LLC
11,656$634.1K0.0%GrowthLowAtlanta, GA2026-10-21
Titleist Asset Management, LLC
11,615$631.9K0.0%ETFLowSan Antonio, TX2026-10-08
Lantz Financial LLC
11,470$624.0K0.1%ETFLowNaperville, IL2026-10-15
Bank & Trust Co
11,198$609.2K0.4%ValueVery LowLitchfield, IL2026-10-07
Midwest Trust Co
11,075$602.5K0.0%CoreLowOverland Park, KS2026-10-22
GC Wealth Management RIA, LLC
11,045$600.8K0.0%GrowthMediumCambridge, MA2026-11-02
Sanchez Gaunt Capital Management, LLC
11,042$600.7K0.3%ETFN/AReno, NV2026-11-03
Symphony Financial, Ltd. Co.
10,693$583.2K0.1%GrowthLowHouston, TX2026-10-22
Parallel Advisors, LLC
10,326$561.7K0.0%IndexLowSan Francisco, CA2026-11-03
Woodard & Co Asset Management Group Inc
10,138$551.5K0.1%ETFMediumBermuda Run, NC2026-11-03
Stockman Wealth Management, Inc.
10,052$546.8K0.1%CoreLowBillings, MT2026-10-27
Portside Wealth Group, LLC
9,982$543.0K0.1%CoreMediumProvo, UT2026-10-20
Wealth Science Advisors LLC
9,919$539.6K0.2%ETFMediumAlpharetta, GA2026-10-09
MGO One Seven LLC
9,832$534.9K0.0%GrowthLowBeachwood, OH2026-10-28
Sterling Capital Management LLC
9,601$522.3K0.0%GARPMediumCharlotte, NC2026-10-22
Greenspring Advisors, LLC
9,594$521.9K0.0%ETFVery LowTowson, MD2026-11-05
Excalibur Management Corp
9,491$516.3K0.2%CoreVery LowWaltham, MA2026-11-02
CMG Global Holdings, LLC
9,352$508.8K0.2%MomentumLowPlano, TX2026-10-14
PDS Planning, Inc
9,285$505.1K0.0%IndexVery LowDublin, OH2026-11-03
Weaver Consulting Group
9,236$502.4K0.1%ETFLowHuntington Beach, CA2026-10-07
Old National Bancorp
9,194$500.2K0.0%CoreLowEvansville, IN2026-10-20
Axxcess Wealth Management, LLC
9,118$496.0K0.0%CoreLowCarlsbad, CA2026-10-21
White Lighthouse Investment Management Inc.
9,084$494.2K0.1%ETFVery LowBedford, MA2026-10-21
AA Financial Advisors, LLC
8,984$488.7K0.1%ETFMediumColumbus, OH2026-10-19
Capital Investment Advisors, LLC
8,918$485.1K0.0%CoreLowAtlanta, GA2026-10-22
Founders Financial Securities LLC
8,873$482.7K0.0%ETFMediumTowson, MD2026-10-28
Wedbush Securities Inc
8,838$4810.0%CoreLowPasadena, CA2026-10-22
Fifth Third Wealth Advisors LLC
8,836$480.7K0.0%IndexVery LowCincinnati, OH2026-10-22
Pines Wealth Management, LLC
8,598$467.7K0.1%GrowthLowSouthern Pines, NC2026-10-21
StoneX Group Inc.
8,548$468.4K0.0%ETFMediumNew York, NY2026-11-03
Madden Securities Corp
8,500$462.4K0.1%GrowthMediumDallas, TX2026-10-27
Arista Wealth Management, LLC
8,461$460.3K0.0%ETFMediumLas Vegas, NV2026-10-29
Genesis Private Wealth, LLC
8,447$459.5K0.1%ETFLowAshburn, VA2026-11-02
Koshinski Asset Management, Inc.
8,316$452.4K0.0%ETFLowDecatur, IL2026-10-29
Value Investment Professionals, LLC
8,237$448.1K0.4%ETFHighNew York, NY2026-10-13
Formidable Asset Management, LLC
8,165$504.3K0.1%CoreLowCincinnati, OH2026-11-03
First Horizon Corp
8,121$441.8K0.0%CoreLowMemphis, TN2026-10-26
First City Capital Management, Inc.
7,790$423.8K0.2%CoreLowSavannah, GA2026-10-27
Vontobel Holding Ltd.
7,758$422.0K0.0%CoreMediumZurich, Switzerland2026-10-16
Annex Advisory Services, LLC
7,751$421.6K0.0%GrowthHighBrookfield, WI2026-10-16
Athena Wealth Management, LLC
7,632$415.2K0.3%GARPMediumReno, NV2026-10-09
Burns Matteson Capital Management, LLC
7,548$410.6K0.1%CoreMediumCorning, NY2026-10-16
Ti-Trust, Inc
7,522$409.2K0.2%CoreVery LowQuincy, IL2026-10-21
MBA Advisors LLC
7,346$399.6K0.1%ETFLowHermitage, PA2026-10-29
Larry Mathis Financial Planning, LLC
7,309$397.6K0.3%ValueHighPhoenix, AZ2026-10-26
Crossmark Global Holdings, Inc.
7,283$396.2K0.0%GARPMediumHouston, TX2026-10-21
Ridgepath Capital Management LLC
7,197$391.5K0.2%ETFHighKnoxville, TN2026-10-29
First County Bank
7,175$390.3K0.2%GrowthLowStamford, CT2026-10-13
Mission Wealth Management, LP
7,149$388.9K0.0%ETFLowSanta Barbara, CA2026-10-15
United Advisor Group, LLC
6,998$380.7K0.0%ETFLowCincinnati, OH2026-11-03
Guilbault Capital LLC
6,996$380.6K0.4%ETFMediumMetairie, LA2026-10-28
Certior Financial Group, LLC
6,961$378.7K0.2%ETFMediumKing Of Prussia, PA2026-10-19
Sage Rhino Capital LLC
6,955$378.4K0.1%ETFLowMenlo Park, CA2026-10-28
Alchemi Wealth, LLC
6,914$376.1K0.2%CoreLowEssex, CT2026-11-04
Laurel OAK Wealth Management, LLC
6,862$373.3K0.1%GrowthLowMarlton, NJ2026-10-19
Dymon Asia Capital (Singapore) Pte. Ltd.
6,800$369.9K0.0%GARPVery HighSingapore, Turkey2026-11-04
LVW Advisors, LLC
6,780$368.8K0.0%CoreMediumPittsford, NY2026-10-19
Essex LLC
6,730$366.1K0.1%ETFLowDeer Park, IL2026-10-14
Anchyra Partners LLC
6,658$362.2K0.1%CoreLowAtlanta, GA2026-10-13
Griffin Asset Management, Inc.
6,627$360.5K0.0%CoreLowNew York, NY2026-10-22
Syverson Strege & Co
6,491$353.1K0.1%ETFVery LowWest Des Moines, IA2026-11-02
Hennion & Walsh Asset Management, Inc.
6,483$352.7K0.0%ValueMediumParsippany, NJ2026-10-13
Private Trust Co NA
6,259$340.5K0.0%CoreLowCleveland, OH2026-10-20
Affinity Capital Advisors, LLC
6,239$346.3K0.0%ETFLowBerkeley, CA2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
6,217$338.2K0.0%GrowthVery LowSeattle, WA2026-10-27
Wrenne Financial Planning LLC
6,188$336.6K0.1%ETFVery LowLexington, KY2026-10-30
Ashton Thomas Private Wealth, LLC
6,088$331.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Rakuten Securities, Inc.
6,008$326.8K0.1%Agg GrowthHighTokyo, Mexico2026-11-02
Focused Alpha, LLC
5,939$323.1K0.1%CoreMediumDenver, CO2026-10-20
EverSource Wealth Advisors, LLC
5,930$322.6K0.0%CoreMediumBirmingham, AL2026-11-04
Augustine Asset Management Inc
5,919$322.0K0.1%GrowthVery LowJacksonville, FL2026-10-13
Abel Hall, LLC
5,895$320.7K0.1%CoreMediumBaton Rouge, LA2026-10-19
B. Riley Wealth Advisors, Inc.
5,883$320.0K0.0%GrowthLowMemphis, TN2026-10-13
Blankinship & Foster, LLC
5,809$316.0K0.1%ETFVery LowSolana Beach, CA2026-10-19
Intrua Financial, LLC
5,673$308.6K0.0%ETFMediumHouston, TX2026-10-28
Advisor OS, LLC
5,656$307.7K0.0%ETFMediumChicago, IL2026-11-03
Contravisory Investment Management, Inc.
5,642$306.9K0.1%MomentumHighNorwell, MA2026-10-13
Cap Partners, LLC
5,632$306.4K0.1%ETFLowFranklin, TN2026-10-19
Shulman DeMeo Asset Management LLC
5,608$296.6K0.1%ETFVery LowLake Success, NY2026-10-09
Shrier Wealth Management, LLC
5,541$301.4K0.1%CoreVery LowLos Angeles, CA2026-10-20
Hohimer Wealth Management, LLC
5,500$299.2K0.0%CoreHighSeattle, WA2026-11-04
71 West Capital Partners
5,466$297.4K0.0%IndexVery LowBoston, MA2026-11-04
State of Wyoming
5,425$295.1K0.0%ValueHighCheyenne, WY2026-10-28
Woodward Diversified Capital, LLC
5,355$291.3K0.1%CoreLowBakersfield, CA2026-10-21
Concord Wealth Partners
5,335$290.2K0.0%GrowthLowAbingdon, VA2026-11-02
Csenge Advisory Group
5,270$286.7K0.0%ETFMediumClearwater, FL2026-11-04
Traveka Wealth, LLC
5,260$286.1K0.1%ETFLowLos Altos, CA2026-10-19
Cornerstone Wealth Management, LLC
5,258$286.0K0.0%ETFVery LowSt. Peters, MO2026-11-04
SLT Holdings LLC
5,250$285.6K0.2%GrowthMediumScottsdale, AZ2026-10-15
Wedmont Private Capital
5,176$286.9K0.0%IndexVery LowWest Chester, PA2026-10-09
Trek Financial, LLC
5,145$279.9K0.0%ETFHighScottsdale, AZ2026-10-29
Resonant Capital Advisors, LLC
5,080$276.4K0.0%ETFLowMadison, WI2026-10-15
Asset One Wealth Management LLC
5,007$272.4K0.0%GrowthLowBellevue, WA2026-11-02
Live Oak Private Wealth LLC
4,999$271.9K0.0%ValueLowWilmington, NC2026-11-02
PUREfi Wealth, LLC
4,907$266.9K0.1%GrowthMediumBoston, MA2026-10-19
VestGen Advisors, LLC
4,886$265.8K0.0%GrowthMediumChicago, IL2026-10-27
Sowell Financial Services LLC
4,855$264.1K0.0%CoreLowNorth Little Rock, AR2026-10-23
Granite Group Advisors, LLC
4,843$263.5K0.2%ValueLowStamford, CT2026-10-14
BXM Wealth LLC
4,825$262.5K0.1%GrowthLowEnglewood, CO2026-11-03
Fingerlakes Wealth Management, Inc.
4,770$259.5K0.1%ETFVery LowIthaca, NY2026-11-04
Cromwell Holdings LLC
4,702$255.8K0.1%IndexLowJackson, WY2026-10-28
Capital Investment Advisory Services, LLC
4,628$255.5K0.0%CoreMediumRaleigh, NC2026-10-30
Viewpoint Investment Partners Corp
4,600$252.2K0.1%ValueMediumCalgary, Abu Dhabi2026-10-26
Mather Group, Llc.
4,593$249.9K0.0%ETFMediumChicago, IL2026-10-14
Creative Financial Designs Inc
4,588$249.6K0.0%ETFMediumKokomo, IN2026-11-04
Quintet Private Bank (Europe) S.A.
4,500$244.8K0.0%GrowthLowLuxembourg, Netherlands2026-10-08
Winebrenner Capital Management LLC
4,500$244.8K0.2%ETFLowLouisville, KY2026-10-07
Sigma Planning Corp
4,487$244.1K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Sound Income Strategies, LLC
4,461$247.3K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Simplicity Wealth,LLC
4,455$242.4K0.0%ETFLowSummit, NJ2026-10-23
Brighton Jones LLC
4,448$242.0K0.0%CoreVery LowSeattle, WA2026-11-03
Gallacher Capital Management LLC
4,437$241.4K0.2%ValueMediumLone Tree, CO2026-10-30
Walled Lake Planning & Wealth Management, LLC
4,420$240.4K0.1%ETFLowHighland Park, IL2026-10-29
West Paces Advisors Inc.
4,418$240.3K0.0%ETFLowAtlanta, GA2026-10-13
HCR Wealth Advisors
4,415$240.2K0.0%GrowthLowLos Angeles, CA2026-10-15
Cooper Financial Group
4,392$238.9K0.0%GrowthMediumIrvine, CA2026-10-07
MW Advisory, LLC
4,374$237.9K0.1%CoreN/AAtlanta, GA2026-10-19
Park National Corp
4,361$237.2K0.0%CoreLowNewark, OH2026-10-05
M Holdings Securities, Inc.
4,300$2660.0%ETFHighPortland, OR2026-11-03
Edmp, Inc.
4,239$230.6K0.2%YieldLowLutz, FL2026-10-22
Costello Asset Management, Inc
4,208$228.9K0.1%CoreLowFeasterville, PA2026-10-30
Spire Wealth Management
4,205$228.7K0.0%GrowthMediumMclean, VA2026-10-30
55 North Private Wealth, LLC
4,180$227.4K0.0%ETFLowWinter Park, FL2026-10-20
AGH Wealth Advisors, LLC
4,161$226.4K0.1%GrowthLowWichita, KS2026-10-26
International Assets Investment Management, LLC
4,133$219.8K0.0%CoreVery HighOrlando, FL2026-11-02
Yousif Capital Management, LLC
3,990$217.1K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Clear Harbor Asset Management, LLC
3,980$216.5K0.0%CoreLowStamford, CT2026-11-05
Brucke Financial, Inc.
3,894$211.8K0.1%GrowthMediumIndianapolis, IN2026-10-23
Montchanin Asset Management, LLC
3,870$2110.0%GrowthLowMontchanin, DE2026-11-02
TrinityBridge Ltd
3,855$2100.0%MomentumMediumLondon, United Kingdom2026-10-30
Cullen T Bankers, Inc.
3,847$209.3K0.0%GrowthLowSan Antonio, TX2026-10-28
Riversedge Advisors, LLC
3,845$209.2K0.0%ETFMediumWilmington, DE2026-10-09
SYM Financial Corp
3,843$209.1K0.0%ETFVery LowWinona Lake, IN2026-10-26
Trust Point Inc.
3,753$204.2K0.0%CoreMediumLa Crosse, WI2026-10-27
First National Trust Co
3,745$203.7K0.0%GrowthLowJohnstown, PA2026-10-28
Optima Capital LLC
3,735$203.2K0.1%ETFHighPortland, OR2026-10-29
Cape Investment Advisory, Inc.
3,538$192.5K0.0%ETFLowMcdonough, GA2026-10-13
Lloyd Advisory Services, Llc.
3,387$184.2K0.1%ETFVery HighSuwanee, GA2026-11-02
Asset Planning,Inc
3,228$175.6K0.1%CoreVery LowLos Alamitos, CA2026-10-26
Grove Bank & Trust
2,978$162.0K0.0%ETFLowMiami, FL2026-10-08
Hilltop National Bank
2,945$160.2K0.0%CoreLowCasper, WY2026-10-14
Axiom Investment Management LLC
2,802$152.4K0.1%CoreN/ANew York, NY2026-11-03
Wilmington Savings Fund Society, FSB
2,584$140.6K0.0%CoreLowWilmington, DE2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
2,475$134.6K0.0%GrowthVery LowBoston, MA2026-10-23
Lanark Financial, Inc.
2,294$124.8K0.0%CoreMediumBirmingham, AL2026-10-26
Manchester Capital Management LLC
2,152$117.1K0.0%CoreLowManchester, VT2026-10-22
Parkside Financial Bank & Trust
2,134$116.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
City State Bank
2,105$114.5K0.0%GrowthVery LowNorwalk, IA2026-10-20
Summit Securities Group LLC
2,100$114.2K0.0%CoreVery HighNew York, NY2026-11-05
Southern Michigan Bank & Trust
1,887$102.7K0.0%ETFLowColdwater, MI2026-10-19
Rosenberg Matthew Hamilton
1,685$91.7K0.0%ETFVery LowGrand Junction, CO2026-10-05
Balance Wealth Partners LLC
1,580$85.9K0.0%ETFMediumWorthington, OH2026-10-27
Kelleher Financial Advisors
1,566$85.2K0.0%CoreMediumNew York, NY2026-10-30
Pathway Financial Advisers, LLC
1,564$85.1K0.0%CoreLowAuburn, IN2026-10-27
Owl Creek Wealth Partners LLC
1,532$83.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Compass Wealth Management LLC
1,350$73.4K0.0%GARPLowGuilford, CT2026-10-22
Duncker Streett & Co Inc
1,242$67.6K0.0%GrowthLowSt. Louis, MO2026-10-27
Main Street Group, LTD
1,234$67.1K0.0%ETFMediumGlen Allen, VA2026-10-28
Root Financial Partners, LLC
1,219$66.3K0.0%ETFMediumEncinitas, CA2026-10-21
Jnba Financial Advisors
1,080$58.8K0.0%ETFMediumBloomington, MN2026-11-03
Salomon & Ludwin, LLC
1,062$57.8K0.0%ETFVery LowRichmond, VA2026-10-29
Towne Trust Company, N.a
1,051$57.2K0.0%CoreLowNewport News, VA2026-10-28
Triumph Capital Management
1,046$56.9K0.0%ETFMediumDenver, CO2026-10-14
Exchange Traded Concepts, LLC
1,005$54.7K0.0%GrowthMediumOklahoma City, OK2026-10-28
FNY Investment Advisers, LLC
1,000$540.0%GrowthVery HighNew York, NY2026-10-16
Guardian Partners Inc.
1,000$54.4K0.0%ValueMediumToronto, South Africa2026-10-21
James T. Borello RIA
978$53.2K0.0%ETFVery LowEast Dundee, IL2026-10-16
Nfsg Corp
881$47.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Westside Investment Management, Inc.
782$41.2K0.0%GrowthLowSanta Monica, CA2026-11-02
Signature Equity Partners, LLC
778$42.3K0.0%GrowthMediumColumbus, OH2026-10-29
CoreCap Advisors, LLC
660$35.9K0.0%ETFMediumSouthfield, MI2026-10-08
Nisa Investment Advisors, LLC
653$35.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Financial Management Professionals, Inc.
627$34.1K0.0%ETFMediumAustin, TX2026-10-23
Avion Wealth
623$330.0%ETFLowThe Woodlands, TX2026-11-04
Retirement Wealth Solutions LLC
592$32.2K0.0%ETFLowMarshfield, WI2026-10-07
CX Institutional
568$310.0%CoreMediumAuburn, IN2026-10-02
KFG LLC
565$30.7K0.0%ETFN/ARapid City, SD2026-11-02
West Financial Advisors, LLC
535$29.1K0.0%ETFLowDes Moines, IA2026-10-22
Financial Network Wealth Advisors LLC
525$28.6K0.0%ETFLowMurray, UT2026-10-28
Highline Wealth Partners LLC
488$26.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
JFS Wealth Advisors, LLC
483$26.3K0.0%ETFVery LowHermitage, PA2026-11-03
Quest 10 Wealth Builders, Inc.
482$26.2K0.0%ETFLowFuquay-Varina, VA2026-11-02
Nova Financial LLC
480$26.1K0.0%N/AN/ATucson, AZ2026-11-04
Ares Financial Consulting, LLC
471$25.6K0.0%CoreLowCalabasas, CA2026-10-19
WPG Advisers, LLC
447$24.3K0.0%CoreLowBaltimore, MD2026-10-27
Arlington Trust Co LLC
415$22.6K0.0%ETFMediumBirmingham, AL2026-10-20
Vision Financial Markets LLC
404$22.0K0.0%CoreLowStamford, CT2026-10-22
Atlantic Edge Private Wealth Management, LLC
400$21.8K0.0%CoreLowJacksonville, FL2026-10-20
Byrne Asset Management LLC
400$21.3K0.0%CoreLowKingston, NJ2026-10-06
True Wealth Design, LLC
344$18.7K0.0%ETFMediumAkron, OH2026-10-13
Buck Wealth Strategies, LLC
339$18.4K0.0%ValueMediumDenver, CO2026-10-28
Pension & Wealth Management Advisors, Inc.
315$17.1K0.0%ETFLowWaltham, MA2026-10-16
SJS Investment Consulting Inc.
302$16.4K0.0%ETFVery LowSylvania, OH2026-10-26
Advocate Investing Services LLC
300$16.3K0.0%ETFLowWoodbine, MD2026-10-26
Ascentis Wealth Management, LLC
298$16.2K0.0%Agg GrowthLowDallas, TX2026-11-03
American National Bank & Trust
288$15.7K0.0%CoreVery LowWichita Falls, TX2026-10-07
Financial Consulate, Inc
253$13.8K0.0%ETFLowHunt Valley, MD2026-10-23
GHP Investment Advisors, Inc.
250$13.6K0.0%CoreVery LowDenver, CO2026-10-15
Golden State Wealth Management, LLC
248$13.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Proathlete Wealth Management LLC
244$13.3K0.0%ETFVery LowBoca Raton, FL2026-10-15
Physician Wealth Advisors, Inc.
239$13.0K0.0%ETFMediumMidvale, UT2026-10-20
Maseco LLP
235$12.8K0.0%ETFVery LowLondon, United Kingdom2026-10-27
UMB Private Wealth Management, LLC
230$12.5K0.0%GrowthN/AKansas City, MO2026-10-19
Elyxium Wealth, LLC
230$12.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Independence Bank of Kentucky
224$12.2K0.0%GrowthLowOwensboro, KY2026-10-26
Center for Financial Planning, Inc.
210$11.4K0.0%ETFLowSouthfied, MI2026-10-26
Sima Wealth Partners, LLC
210$11.4K0.0%ETFVery LowRichmond, VA2026-10-19
Asset Dedication, LLC
200$10.9K0.0%ETFLowSan Francisco, CA2026-11-03
Kentucky Trust Co
200$10.9K0.0%CoreVery LowDanville, KY2026-10-15
North Star Investment Management Corp.
180$9.8K0.0%CoreLowChicago, IL2026-10-27
Trust Co of Vermont
173$9.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
Livelsberger Financial Advisory
159$8.7K0.0%YieldVery LowAshland, OH2026-10-28
Nemes Rush Group LLC
157$8.5K0.0%CoreVery LowNovi, MI2026-11-04
Archer Investment Corp
150$8.2K0.0%CoreMediumCarmel, IN2026-11-05
Eastern Bank
150$8.2K0.0%GrowthMediumBoston, MA2026-10-05
Ninety One UK Ltd
148$8.1K0.0%CoreMediumLondon, United Kingdom2026-10-15
Bell Investment Advisors, Inc
147$8.0K0.0%ETFVery LowOrinda, CA2026-10-29
Oakworth Capital, Inc.
144$7.8K0.0%ETFLowBirmingham, AL2026-10-26
Montgomery Financial Services LLC
141$7.7K0.0%ETFN/AOcean City, MD2026-11-03
Country Trust Bank
137$7.5K0.0%GrowthLowBloomington, IL2026-10-30
Elevation Wealth Partners, LLC
122$6.6K0.0%ETFLowWalnut Creek, CA2026-10-07
Birch Financial Group, LLC
121$6.6K0.0%CoreLowKeene, NH2026-10-27
GK Wealth Management LLC
121$6.6K0.0%GARPVery HighReno, NV2026-10-09
Paladin Partners, LLC
120$6.5K0.0%ETFVery LowHartland, WI2026-10-06
Moisand Fitzgerald Tamayo, LLC
111$6.0K0.0%ETFVery LowOrlando, FL2026-10-15
Evolution Wealth Management Inc.
107$5.8K0.0%ETFMediumFort Myers, FL2026-10-28
Tompkins Financial Corp
100$5.4K0.0%CoreLowIthaca, NY2026-10-05
Thurston, Springer, Miller, Herd & Titak, Inc.
97$5.3K0.0%GrowthMediumIndianapolis, IN2026-10-14
Flagship Wealth Advisors, LLC
91$5.0K0.0%ETFLowWakefield, MA2026-11-03
Kennebec Savings Bank
82$4.5K0.0%CoreLowAugusta, ME2026-10-22
Gleason Group, Inc.
81$4.4K0.0%ETFVery LowProspect, KY2026-10-15
Planning Strategies Inc.
80$4.4K0.0%ETFN/ALancaster, PA2026-10-02
Creative Capital Management Investments LLC
69$3.8K0.0%ETFLowSan Diego, CA2026-10-28
American Capital Advisory, LLC
63$3.4K0.0%ETFLowKetchum, ID2026-10-28
Financial Perspectives, Inc
61$3.3K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Caitong International Asset Management Co., Ltd
57$3.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Toth Financial Advisory Corp
54$2.9K0.0%CoreLowLeesburg, VA2026-10-08
Hughes Financial Services, LLC
50$3.1K0.0%ETFLowHerndon, VA2026-10-30
Burk Holdings LLC
50$2.7K0.0%ETFVery LowTulsa, OK2026-11-05
Abound Wealth Management
48$2.6K0.0%ETFVery LowFranklin, TN2026-10-26
Albion Financial Group
44$2.4K0.0%GrowthLowSalt Lake City, UT2026-10-21
Farmers & Merchants Investments Inc
40$2.2K0.0%CoreVery LowLincoln, NE2026-10-22
Harbor Investment Advisory, LLC
37$2.0K0.0%GrowthLowLutherville, MD2026-10-13
Elevated Capital Advisors, LLC
35$1.9K0.0%ETFMediumSandy, UT2026-11-04
Private Wealth Management Group, LLC
33$1.8K0.0%ETFLowPrinceton, NJ2026-10-19
Brown, Lisle Ings, Inc.
31$1.7K0.0%CoreVery LowProvidence, RI2026-10-16
Lodestone Wealth Management LLC
29$1.6K0.0%CoreLowSpokane, WA2026-10-14
Armstrong Advisory Group, Inc
28$1.5K0.0%ETFHighNeedham, MA2026-10-09
Mainstream Capital Management LLC
27$1.5K0.0%GrowthLowLos Angeles, CA2026-10-23
Fairway Wealth LLC
25$1.4K0.0%ETFLowIndependence, OH2026-10-30
RMG Wealth Management LLC
24$1.4K0.0%ETFVery HighPlatteville, WI2026-10-26
Monetary Solutions, Ltd
24$1.3K0.0%ETFVery LowDayton, OH2026-10-22
Kingdom Financial Group Llc.
23$1.3K0.0%ETFMediumPeoria, AZ2026-11-04
MV Capital Management, Inc.
21$1.1K0.0%ETFLowBethesda, MD2026-10-29
Downshift Financial, LLC
20$1.1K0.0%ETFLowBoulder, CO2026-10-13
Sunrise Financial Services, LLC
19$1.0K0.0%ETFMediumBurien, WA2026-10-21
Godsey & Gibb, Inc
16$8710.0%CoreLowRichmond, VA2026-10-14
Trust Co
10$5440.0%ETFVery LowManhattan, KS2026-10-09
Mechanics Financial Corp
10$5440.0%CoreVery LowMansfield, OH2026-11-05
Chapman Financial Group, LLC
10$5440.0%CoreVery LowHonolulu, HI2026-10-26
Gilpin Wealth Management, LLC
9$4900.0%GrowthLowDenver, CO2026-10-09
Mosley Wealth Management
9$5220.0%ETFHighAnaheim, CA2026-10-16
StrongBox Wealth, LLC
6$3260.0%GrowthLowLee'S Summit, MO2026-11-02
Noble Wealth Management PBC
4$2180.0%YieldMediumGreenwood Village, CO2026-10-01
Decker Retirement Planning Inc.
4$2070.0%Agg GrowthVery HighLevi, UT2026-10-19
MJT & Associates Financial Advisory Group, Inc.
3$1640.0%ETFLowMontevideo, MN2026-10-07
Nvest Wealth Strategies, Inc.
2$1100.0%ETFVery LowPowell, OH2026-10-14
Compass Financial Management LLC
1$390.0%CoreN/ATampa, FL2026-10-30
Tounjian Advisory Partners, LLC
1$330.0%GrowthHighFort Myers, FL2026-11-04