IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Brookfield Asset Mgmt (BAM)

CUSIP: 113004105 | NYSE | Financial Services · Asset Management | Large Cap | 1211 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Principal Financial Group Inc11,846,000
0.3% of portfolio›$528.1M
CIBC Asset Management Inc9,119,223
0.9% of portfolio›$409.8M
MacKenzie Financial Corp7,634,190
0.4% of portfolio›$340.6M
TD Waterhouse Canada Inc.4,721,969
0.5% of portfolio›$208.6M
Beutel, Goodman & Co Ltd.3,916,794
3.0% of portfolio›$175.2M
Davenport & Co LLC3,311,327
0.7% of portfolio›$148.4M
Cooke & Bieler LP2,417,157
1.7% of portfolio›$107.8M
Markel Group Inc.2,173,953
0.8% of portfolio›$96.9M
Intact Investment Management Inc.1,768,458
2.4% of portfolio›$78.9M
Sather Financial Group Inc1,428,295
3.6% of portfolio›$63.7M
Bank of New York Mellon Corp955,728
0.0% of portfolio›$42.6M
Fenimore Asset Management Inc903,098
0.9% of portfolio›$40.3M
DDD Partners, LLC440,384
1.1% of portfolio›$19.6M
Guardian Partners Inc.331,290
1.3% of portfolio›$14.9M
Fideuram Asset Management (Ireland) dac310,398
0.5% of portfolio›$21.0M
Sumitomo Mitsui DS Asset Management Company, Ltd276,777
0.1% of portfolio›$12.3M
Bruni J V & Co269,382
1.1% of portfolio›$12.0M
Addenda Capital Inc.258,787
0.4% of portfolio›$16.4M
Baskin Financial Services Inc.255,952
2.2% of portfolio›$11.4M
Montrusco Bolton Investments Inc.250,344
0.2% of portfolio›$11.2M
Marathon Asset Management Ltd216,832
0.4% of portfolio›$9.7M
Mcdonald Capital Investors Inc213,036
0.8% of portfolio›$9.5M
AGF Management LTD212,206
0.0% of portfolio›$9.6M
ARS Investment Partners, LLC211,868
0.4% of portfolio›$9.4M
Woodmont Investment Counsel LLC177,865
0.4% of portfolio›$7.9M
Creative Planning171,424
0.0% of portfolio›$7.6M
Motley Fool Asset Management LLC165,488
0.3% of portfolio›$7.4M
Compagnie Lombard Odier SCmA147,363
0.1% of portfolio›$6.6M
Citigroup Inc127,906
0.0% of portfolio›$5.7M
Pictet Asset Management Holding SA120,616
0.0% of portfolio›$5.4M
DekaBank Deutsche Girozentrale120,188
0.0% of portfolio›$5.4M
Smith Salley Wealth Management115,055
0.2% of portfolio›$5.1M
Strs Ohio88,697
0.0% of portfolio›$4.0M
Cardinal Capital Management, Inc.87,292
0.1% of portfolio›$3.9M
West Bancorporation Inc86,983
1.5% of portfolio›$3.9M
Florida Trust Wealth Management Co82,764
0.1% of portfolio›$3.7M
Brookstone Capital Management67,037
0.0% of portfolio›$3.0M
Kirr Marbach & Co LLC65,688
0.6% of portfolio›$2.9M
Private Management Group Inc62,950
0.1% of portfolio›$2.8M
Xponance LLC62,675
0.0% of portfolio›$2.8M
Tritonpoint Wealth, LLC62,370
0.3% of portfolio›$2.8M
LEE Danner & Bass Inc60,883
0.2% of portfolio›$2.7M
Apollon Wealth Management, LLC60,361
0.0% of portfolio›$2.7M
Chicago Partners Investment Group LLC60,285
0.1% of portfolio›$2.8M
Marks Group Wealth Management, Inc58,767
0.2% of portfolio›$2.6M
Gold Investment Management Ltd.57,259
0.7% of portfolio›$2.6M
Capricorn Fund Managers Ltd55,800
0.2% of portfolio›$2.5M
Asset Management One Co., Ltd.55,445
0.0% of portfolio›$2.5M
Mn Services Vermogensbeheer B.V.53,100
0.0% of portfolio›$2.4M
Tealwood Asset Management Inc51,886
2.1% of portfolio›$2.3M
Cambridge Investment Research Advisors, Inc.48,903
0.0% of portfolio›$2.2M
Lawson Kroeker Investment Management Inc48,447
0.6% of portfolio›$2.2M
PensionDanmark Pensionsforsikringsaktieselskab46,110
0.0% of portfolio›$2.1M
Wealth Enhancement Advisory Services, LLC44,804
0.0% of portfolio›$2.0M
Morguard Lincluden Global Investments Ltd43,179
0.0% of portfolio›$2.7K
Avanza Fonder AB40,634
0.0% of portfolio›$2.6M
Lipe & Dalton39,965
1.4% of portfolio›$1.8M
TritonPoint Partners, LLC38,075
0.3% of portfolio›$1.7M
Tandem Capital Management Corp34,901
0.7% of portfolio›$1.6M
Davidson Kahn Capital Management, LLC34,012
0.6% of portfolio›$1.5M
Live Oak Private Wealth LLC33,458
0.2% of portfolio›$1.5M
Amalgamated Bank33,377
0.0% of portfolio›$1.5M
Ervin Investment Management, LLC30,987
0.7% of portfolio›$1.4M
Sky Investment Group LLC29,617
0.1% of portfolio›$1.3M
Radnor Capital Management, LLC28,739
0.2% of portfolio›$1.3M
Swiss Life Asset Management Ltd28,258
0.0% of portfolio›$1.3M
AIA Group Ltd24,894
0.0% of portfolio›$1.1M
Diversify Wealth Management, LLC24,403
0.0% of portfolio›$1.1M
Diversify Advisory Services, LLC24,403
0.0% of portfolio›$1.1M
Demars Financial Group, LLC24,116
0.3% of portfolio›$1.1M
NBT Bank, N.A.23,838
0.1% of portfolio›$1.1M
Culbertson A N & Co Inc22,140
0.1% of portfolio›$987.0K
Blue Sky Capital Consultants Group, Inc.21,626
0.4% of portfolio›$964.1K
Williams Jones Wealth Management, Llc.21,412
0.0% of portfolio›$954.5K
Atria Investments, Inc21,136
0.0% of portfolio›$942.2K
Henshaw Capital LLC20,600
0.0% of portfolio›$918.3K
Waterfront Wealth Inc.20,142
0.1% of portfolio›$926.5K
Lincoln Capital LLC19,825
0.2% of portfolio›$885.9K
Commonwealth Equity Services, LLC19,583
0.0% of portfolio›$873.0K
Blue Fin Capital, Inc.18,956
0.1% of portfolio›$845.0K
Midway Capital Research & Management18,569
0.7% of portfolio›$827.8K
Gateway Investment Advisers LLC18,161
0.0% of portfolio›$809.6K
Truist Financial Corp18,070
0.0% of portfolio›$805.6K
US Bancorp \de\17,266
0.0% of portfolio›$769.7K
Lido Advisors, LLC16,733
0.0% of portfolio›$746.0K
Vise Technologies, Inc.16,334
0.0% of portfolio›$728.2K
Copeland Capital Management, LLC15,999
0.0% of portfolio›$713.3K
Ethic Inc.15,913
0.0% of portfolio›$709.4K
HB Wealth Management, LLC15,819
0.0% of portfolio›$705.5K
Chemistry Wealth Management LLC15,681
0.1% of portfolio›$699.0K
Formidable Asset Management, LLC15,183
0.1% of portfolio›$681.0K
Park Avenue Securities LLC15,095
0.0% of portfolio›$675.0K
Clear Trail Advisors, LLC14,363
0.1% of portfolio›$640.3K
Chicago Capital, LLC14,284
0.0% of portfolio›$636.8K
Quadrant Capital Group LLC13,172
0.0% of portfolio›$595.8K
St. Louis Trust Co12,899
0.1% of portfolio›$575.0K
Avior Wealth Management, LLC12,612
0.0% of portfolio›$562.2K
Alps Advisors Inc12,440
0.0% of portfolio›$554.6K
Blue Zone Wealth Advisors, LLC12,151
0.1% of portfolio›$541.7K
Third View Private Wealth, LLC12,019
0.1% of portfolio›$535.8K
Achmea Investment Management B.V.11,921
0.0% of portfolio›$533.7K
Regions Financial Corp11,712
0.0% of portfolio›$522.1K
Kraematon Investment Advisors, Inc11,586
0.4% of portfolio›$516.5K
Pacifica Partners Inc.11,547
0.2% of portfolio›$509.0K
North Dakota State Investment Board11,504
0.0% of portfolio›$512.8K
TBH Global Asset Management, LLC11,298
0.1% of portfolio›$503.7K
UniSuper Management Pty Ltd11,075
0.0% of portfolio›$703.4K
Herold Advisors, Inc.10,630
0.1% of portfolio›$475.6K
Laurion Capital Management LP10,067
0.0% of portfolio›$448.8K
Evergreen Capital Management LLC9,649
0.0% of portfolio›$430.2K
Leonteq Securities AG9,545
0.0% of portfolio›$425.5K
Griffin Asset Management, Inc.9,262
0.0% of portfolio›$412.9K
Everett Harris & Co9,149
0.0% of portfolio›$407.9K
Salvus Wealth Management, LLC9,112
0.2% of portfolio›$406.2K
HUB Investment Partners, LLC9,025
0.0% of portfolio›$402.3K
Capital Advisors Wealth Management, LLC9,005
0.0% of portfolio›$401.4K
Schwartz Investment Counsel Inc9,000
0.0% of portfolio›$401.2K
Frank, Rimerman Advisors LLC8,685
0.0% of portfolio›$387.2K
Keybank National Association8,645
0.0% of portfolio›$385.4K
Sterling Capital Management LLC8,635
0.0% of portfolio›$384.9K
Wilmington Savings Fund Society, FSB8,626
0.0% of portfolio›$384.5K
Signaturefd, LLC8,330
0.0% of portfolio›$371.4K
Cardinal Point Capital Management ULC8,020
0.0% of portfolio›$359.0K
Crossmark Global Holdings, Inc.7,911
0.0% of portfolio›$352.7K
Brighton Jones LLC7,742
0.0% of portfolio›$345.1K
Bond & Devick Financial Network, Inc.7,700
0.1% of portfolio›$343.3K
Equity Wealth Partners, LLC7,559
0.1% of portfolio›$337.0K
Kestra Advisory Services, LLC7,363
0.0% of portfolio›$328.2K
Citizens Financial Group Inc7,243
0.0% of portfolio›$322.9K
Herbst Group, LLC7,200
0.2% of portfolio›$321.0K
Hendershot Investments Inc.7,158
0.0% of portfolio›$319.1K
Schneider Downs Wealth Management Advisors, LP7,149
0.0% of portfolio›$318.7K
Generali Asset Management SPA SGR6,833
0.0% of portfolio›$434.0K
Dimensional Fund Advisors LP6,822
0.0% of portfolio›$304.1K
Viewpoint Investment Partners Corp6,812
0.1% of portfolio›$301.7K
Krilogy Financial LLC6,468
0.0% of portfolio›$296.4K
Lanark Financial, Inc.6,234
0.0% of portfolio›$277.9K
Compound Planning, Inc.6,225
0.0% of portfolio›$277.5K
Greenup Street Wealth Management LLC6,032
0.0% of portfolio›$268.9K
Focus Financial Network, Inc.6,026
0.0% of portfolio›$268.6K
Cigna Investments Inc6,010
0.1% of portfolio›$269.0K
Thrive Wealth Management, LLC6,000
0.0% of portfolio›$267.5K
J. Safra Sarasin Holding AG5,743
0.0% of portfolio›$256.9K
Loring Wolcott & Coolidge Fiduciary Advisors LLP5,730
0.0% of portfolio›$255.4K
Searle & Co.5,662
0.1% of portfolio›$253.3K
Clifford Swan Investment Counsel LLC5,430
0.0% of portfolio›$242.1K
Yousif Capital Management, LLC5,373
0.0% of portfolio›$239.5K
Farther Finance Advisors, LLC5,275
0.0% of portfolio›$235.2K
Assenagon Asset Management S.A.5,267
0.0% of portfolio›$236.4K
Verdence Capital Advisors LLC5,229
0.0% of portfolio›$233.1K
Northwest Financial Advisors5,146
0.0% of portfolio›$229.4K
Parsons Capital Management Inc5,130
0.0% of portfolio›$228.7K
MGO One Seven LLC5,096
0.0% of portfolio›$227.2K
Wedmont Private Capital5,092
0.0% of portfolio›$230.0K
Abel Hall, LLC5,070
0.0% of portfolio›$226.0K
Stackstone Wealth, LLC5,039
0.0% of portfolio›$224.6K
Rhodes Investment Advisors Inc5,037
0.2% of portfolio›$224.5K
AlphaCore Capital LLC5,021
0.0% of portfolio›$224.0K
SeaBridge Investment Advisors LLC5,002
0.0% of portfolio›$223.0K
Mirae Asset Global Investments Co., Ltd.5,000
0.0% of portfolio›$222.9K
Heritage Investors Management Corp4,948
0.0% of portfolio›$221.0K
Aaron Wealth Advisors LLC4,629
0.0% of portfolio›$206.4K
Compass Ion Advisors, LLC4,529
0.0% of portfolio›$201.9K
Washington Trust Advisors, Inc.4,360
0.0% of portfolio›$194.4K
Gamma Investing LLC4,277
0.0% of portfolio›$190.7K
Simplex Trading, LLC3,772
0.0% of portfolio›$168.2K
Nisa Investment Advisors, LLC2,873
0.0% of portfolio›$128.1K
SBI Securities Co., Ltd.2,548
0.0% of portfolio›$113.6K
Farmers & Merchants Investments Inc2,519
0.0% of portfolio›$112.3K
Essential Partners LLC2,369
0.0% of portfolio›$105.6K
Caitong International Asset Management Co., Ltd2,132
0.0% of portfolio›$95.0K
Birchwood Financial Partners, Inc.2,102
0.1% of portfolio›$93.7K
Fifth Third Bancorp2,084
0.0% of portfolio›$92.9K
Rosenberg Matthew Hamilton2,025
0.0% of portfolio›$90.3K
Wolverine Asset Management LLC1,973
0.0% of portfolio›$88.0K
Versant Capital Management, Inc1,953
0.0% of portfolio›$87.3K
Provenance Wealth Advisors, LLC1,949
0.0% of portfolio›$86.9K
EverSource Wealth Advisors, LLC1,781
0.0% of portfolio›$79.4K
Cromwell Holdings LLC1,738
0.0% of portfolio›$77.5K
Stone House Investment Management, LLC1,676
0.0% of portfolio›$74.7K
MassMutual Private Wealth & Trust, FSB1,577
0.0% of portfolio›$70.3K
Cassaday & Co Wealth Management LLC1,562
0.0% of portfolio›$69.9K
Parallel Advisors, LLC1,544
0.0% of portfolio›$68.8K
Financial Perspectives, Inc1,544
0.0% of portfolio›$68.8K
Larson Financial Group LLC1,537
0.0% of portfolio›$68.5K
Private Trust Co NA1,476
0.0% of portfolio›$65.8K
Louisbourg Investments Inc.1,400
0.0% of portfolio›$62.7K
Parkside Financial Bank & Trust1,364
0.0% of portfolio›$60.8K
Hanson & Doremus Investment Management1,298
0.0% of portfolio›$58.0K
Root Financial Partners, LLC1,127
0.0% of portfolio›$50.2K
Assetmark, Inc1,070
0.0% of portfolio›$47.7K
Bfsg, LLC1,007
0.0% of portfolio›$44.9K
Dhjj Financial Advisors, Ltd.1,001
0.0% of portfolio›$44.6K
Princeton Global Asset Management LLC1,000
0.0% of portfolio›$44.6K
Pinnacle Wealth Planning Services, Inc.934
0.0% of portfolio›$41.6K
Legacy Bridge, LLC909
0.0% of portfolio›$40.5K
Key FInancial Inc841
0.0% of portfolio›$37.6K
Compass Financial Management LLC600
0.0% of portfolio›$26.7K
Mountain Hill Investment Partners Corp.597
0.0% of portfolio›$26.6K
Alpine Bank Wealth Management573
0.0% of portfolio›$25.5K
IFP Advisors, Inc572
0.0% of portfolio›$25.5K
CoreCap Advisors, LLC569
0.0% of portfolio›$25.4K
Trust Co of Vermont562
0.0% of portfolio›$25.1K
Hara Capital LLC370
0.0% of portfolio›$16.5K
TFC Financial Management, Inc.330
0.0% of portfolio›$14.7K
Virginia Estate & Retirement Planning Advisors Inc.314
0.0% of portfolio›$14.0K
True Wealth Design, LLC306
0.0% of portfolio›$13.6K
Asset Dedication, LLC306
0.0% of portfolio›$13.6K
Bell Investment Advisors, Inc305
0.0% of portfolio›$13.6K
Central Trust Co304
0.0% of portfolio›$13.6K
Financial Management Professionals, Inc.264
0.0% of portfolio›$11.8K
Pinnacle Bancorp, Inc.262
0.0% of portfolio›$11.7K
Birch Financial Group, LLC260
0.0% of portfolio›$11.6K
Avion Wealth250
0.0% of portfolio›$11
Eastern Bank216
0.0% of portfolio›$9.6K
Fortitude Family Office, LLC207
0.0% of portfolio›$9.2K
TD Private Client Wealth LLC206
0.0% of portfolio›$9.2K
Gilpin Wealth Management, LLC200
0.0% of portfolio›$8.9K
Mather Group, Llc.199
0.0% of portfolio›$8.9K
WPG Advisers, LLC187
0.0% of portfolio›$8.3K
Carnegie Lake Advisors LLC180
0.2% of portfolio›$637.5K
Costello Asset Management, Inc176
0.0% of portfolio›$7.8K
Burkett Financial Services, LLC166
0.0% of portfolio›$7.4K
Elevation Wealth Partners, LLC158
0.0% of portfolio›$7.0K
Arlington Trust Co LLC152
0.0% of portfolio›$6.8K
CX Institutional151
0.0% of portfolio›$7
Richardson Financial Services Inc.150
0.0% of portfolio›$6.7K
Owl Creek Wealth Partners LLC140
0.0% of portfolio›$6.2K
New England Capital Financial Advisors LLC138
0.0% of portfolio›$6.2K
Jnba Financial Advisors129
0.0% of portfolio›$5.8K
Acumen Wealth Advisors, LLC121
0.0% of portfolio›$5.4K
Financial Consulate, Inc120
0.0% of portfolio›$5.4K
William Mack & Associates, Inc.110
0.0% of portfolio›$4.9K
North Star Investment Management Corp.106
0.0% of portfolio›$4.7K
Ares Financial Consulting, LLC105
0.0% of portfolio›$4.7K
Berbice Capital Management LLC100
0.0% of portfolio›$4.5K
Triumph Capital Management100
0.0% of portfolio›$4.5K
Beacon Investment Advisory Services, Inc.100
0.0% of portfolio›$4.5K
Grove Bank & Trust91
0.0% of portfolio›$4.1K
Nfsg Corp90
0.0% of portfolio›$4.0K
Buck Wealth Strategies, LLC87
0.0% of portfolio›$3.9K
Hughes Financial Services, LLC87
0.0% of portfolio›$4.2K
Flagship Wealth Advisors, LLC80
0.0% of portfolio›$3.6K
Salomon & Ludwin, LLC72
0.0% of portfolio›$3.2K
Private Wealth Management Group, LLC70
0.0% of portfolio›$3.1K
Kelleher Financial Advisors69
0.0% of portfolio›$3.1K
SJS Investment Consulting Inc.65
0.0% of portfolio›$2.9K
West Paces Advisors Inc.65
0.0% of portfolio›$2.9K
Oakworth Capital, Inc.62
0.0% of portfolio›$2.8K
Union Savings Bank62
0.0% of portfolio›$2.8K
Physician Wealth Advisors, Inc.62
0.0% of portfolio›$2.8K
JFS Wealth Advisors, LLC54
0.0% of portfolio›$2.4K
Evermay Wealth Management LLC51
0.0% of portfolio›$2.3K
MV Capital Management, Inc.51
0.0% of portfolio›$2.3K
Roxbury Financial LLC51
0.0% of portfolio›$2.3K
Manchester Capital Management LLC44
0.0% of portfolio›$2.0K
Mowery & Schoenfeld Wealth Management, LLC39
0.0% of portfolio›$1.7K
Golden State Wealth Management, LLC33
0.0% of portfolio›$1.5K
Ascentis Wealth Management, LLC29
0.0% of portfolio›$1.3K
Blue Trust, Inc.27
0.0% of portfolio›$1.2K
Winthrop Capital Management, LLC25
0.0% of portfolio›$1.1K
Trust Co of Toledo NA25
0.0% of portfolio›$1.1K
Breakwater Investment Management24
0.0% of portfolio›$1.1K
Advocate Investing Services LLC22
0.0% of portfolio›$981
Barnes Dennig Private Wealth Management LLC22
0.0% of portfolio›$981
Creative Financial Designs Inc21
0.0% of portfolio›$936
Elyxium Wealth, LLC18
0.0% of portfolio›$802
Country Trust Bank16
0.0% of portfolio›$713
Sunrise Financial Services, LLC12
0.0% of portfolio›$535
Trust Co12
0.0% of portfolio›$535
Torren Management, LLC6
0.0% of portfolio›$278
Dorato Capital Management5
0.0% of portfolio›$223
Mosley Wealth Management5
0.0% of portfolio›$230
Abound Wealth Management0
0.0% of portfolio›$2
StyleTurnoverLocationFiled
Principal Financial Group Inc
11,846,000$528.1M0.3%CoreLowDes Moines, IA2026-11-02
CIBC Asset Management Inc
9,119,223$409.8M0.9%GARPLowToronto, South Africa2026-11-05
MacKenzie Financial Corp
7,634,190$340.6M0.4%CoreMediumToronto Ontario, Australia2026-11-02
TD Waterhouse Canada Inc.
4,721,969$208.6M0.5%CoreLowToronto, Australia2026-10-16
Beutel, Goodman & Co Ltd.
3,916,794$175.2M3.0%ValueMediumToronto, Australia2026-11-04
Davenport & Co LLC
3,311,327$148.4M0.7%CoreMediumRichmond, VA2026-10-14
Cooke & Bieler LP
2,417,157$107.8M1.7%Deep ValueMediumPhiladelphia, PA2026-10-21
Markel Group Inc.
2,173,953$96.9M0.8%CoreVery LowGlen Allen, VA2026-10-30
Intact Investment Management Inc.
1,768,458$78.9M2.4%YieldHighMontreal, Austria2026-11-03
Sather Financial Group Inc
1,428,295$63.7M3.6%CoreLowVictoria, TX2026-10-30
Bank of New York Mellon Corp
955,728$42.6M0.0%CoreLowNew York, NY2026-11-05
Fenimore Asset Management Inc
903,098$40.3M0.9%CoreLowCobleskill, NY2026-10-08
DDD Partners, LLC
440,384$19.6M1.1%CoreMediumBellevue, WA2026-11-02
Guardian Partners Inc.
331,290$14.9M1.3%ValueMediumToronto, South Africa2026-10-21
Fideuram Asset Management (Ireland) dac
310,398$21.0M0.5%CoreHighDublin 1, Lithuania2026-10-29
Sumitomo Mitsui DS Asset Management Company, Ltd
276,777$12.3M0.1%IndexVery LowTokyo, Mexico2026-10-20
Bruni J V & Co
269,382$12.0M1.1%Deep ValueLowColorado Springs, CO2026-11-05
Addenda Capital Inc.
258,787$16.4M0.4%GARPLowMontreal, Austria2026-10-13
Baskin Financial Services Inc.
255,952$11.4M2.2%CoreVery LowToronto, Australia2026-10-19
Montrusco Bolton Investments Inc.
250,344$11.2M0.2%GrowthMediumMontreal, Austria2026-10-13
Marathon Asset Management Ltd
216,832$9.7M0.4%ValueLowLondon, United Kingdom2026-10-26
Mcdonald Capital Investors Inc
213,036$9.5M0.8%ValueVery LowOrinda, CA2026-10-27
AGF Management LTD
212,206$9.6M0.0%GrowthHighToronto, Australia2026-11-03
ARS Investment Partners, LLC
211,868$9.4M0.4%GrowthMediumNew York, NY2026-11-05
Woodmont Investment Counsel LLC
177,865$7.9M0.4%GARPVery LowNashville, TN2026-10-29
Creative Planning
171,424$7.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Motley Fool Asset Management LLC
165,488$7.4M0.3%GrowthMediumAlexandria, VA2026-10-27
Compagnie Lombard Odier SCmA
147,363$6.6M0.1%GrowthMedium1204 Geneva, Switzerland2026-11-04
Citigroup Inc
127,906$5.7M0.0%CoreMediumNew York, NY2026-11-04
Pictet Asset Management Holding SA
120,616$5.4M0.0%GrowthMediumCarouge, Switzerland2026-11-03
DekaBank Deutsche Girozentrale
120,188$5.4M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Smith Salley Wealth Management
115,055$5.1M0.2%GrowthLowGreensboro, NC2026-11-03
Strs Ohio
88,697$4.0M0.0%CoreMediumColumbus, OH2026-10-30
Cardinal Capital Management, Inc.
87,292$3.9M0.1%ValueLowWinnipeg, Argentina2026-10-16
West Bancorporation Inc
86,983$3.9M1.5%ETFLowWest Des Moines, IA2026-10-29
Florida Trust Wealth Management Co
82,764$3.7M0.1%CoreVery LowSanibel, FL2026-11-05
Brookstone Capital Management
67,037$3.0M0.0%ETFMediumWheaton, IL2026-10-22
Kirr Marbach & Co LLC
65,688$2.9M0.6%GARPLowColumbus, IN2026-10-20
Private Management Group Inc
62,950$2.8M0.1%YieldLowIrvine, CA2026-11-04
Xponance LLC
62,675$2.8M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Tritonpoint Wealth, LLC
62,370$2.8M0.3%CoreLowChevy Chase, MD2026-10-19
LEE Danner & Bass Inc
60,883$2.7M0.2%ValueVery LowNashville, TN2026-10-27
Apollon Wealth Management, LLC
60,361$2.7M0.0%GrowthLowMount Pleasant, SC2026-10-23
Chicago Partners Investment Group LLC
60,285$2.8M0.1%GARPLowChicago, IL2026-10-27
Marks Group Wealth Management, Inc
58,767$2.6M0.2%CoreMediumMinnetonka, MN2026-11-05
Gold Investment Management Ltd.
57,259$2.6M0.7%GARPVery LowEdmonton, Abu Dhabi2026-10-19
Capricorn Fund Managers Ltd
55,800$2.5M0.2%GARPVery HighLondon, United Kingdom2026-11-03
Asset Management One Co., Ltd.
55,445$2.5M0.0%IndexVery LowTokyo, Mexico2026-10-27
Mn Services Vermogensbeheer B.V.
53,100$2.4M0.0%CoreVery LowThe Hague, Philippines2026-10-08
Tealwood Asset Management Inc
51,886$2.3M2.1%GrowthMediumMinneapolis, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
48,903$2.2M0.0%ETFLowFairfield, IA2026-11-02
Lawson Kroeker Investment Management Inc
48,447$2.2M0.6%ValueLowOmaha, NE2026-10-22
PensionDanmark Pensionsforsikringsaktieselskab
46,110$2.1M0.0%IndexLowCopenhagen O, Greece2026-10-19
Wealth Enhancement Advisory Services, LLC
44,804$2.0M0.0%CoreLowPlymouth, MN2026-10-13
Morguard Lincluden Global Investments Ltd
43,179$2.7K0.0%Deep ValueLowMississauga, Australia2026-10-28
Avanza Fonder AB
40,634$2.6M0.0%GrowthLowStockholm, Sweden2026-10-13
Lipe & Dalton
39,965$1.8M1.4%CoreLowSyracuse, NY2026-10-15
TritonPoint Partners, LLC
38,075$1.7M0.3%CoreMediumChevy Chase, MD2026-11-05
Tandem Capital Management Corp
34,901$1.6M0.7%CoreLowWoodcliff Lake, NJ2026-10-22
Davidson Kahn Capital Management, LLC
34,012$1.5M0.6%GrowthLowSherman Oaks, CA2026-10-26
Live Oak Private Wealth LLC
33,458$1.5M0.2%ValueLowWilmington, NC2026-11-02
Amalgamated Bank
33,377$1.5M0.0%CoreVery LowNew York, NY2026-10-23
Ervin Investment Management, LLC
30,987$1.4M0.7%CoreVery LowSeattle, WA2026-10-23
Sky Investment Group LLC
29,617$1.3M0.1%CoreVery LowHartford, CT2026-10-30
Radnor Capital Management, LLC
28,739$1.3M0.2%CoreLowWayne, PA2026-10-23
Swiss Life Asset Management Ltd
28,258$1.3M0.0%CoreLowZurich, Switzerland2026-11-03
AIA Group Ltd
24,894$1.1M0.0%GrowthMediumHong Kong, South Korea2026-10-30
Diversify Wealth Management, LLC
24,403$1.1M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
24,403$1.1M0.0%GrowthLowSandy, UT2026-10-20
Demars Financial Group, LLC
24,116$1.1M0.3%ETFLowSpokane Valley, WA2026-10-22
NBT Bank, N.A.
23,838$1.1M0.1%CoreLowNorwich, NY2026-10-21
Culbertson A N & Co Inc
22,140$987.0K0.1%CoreVery LowCharlottesville, VA2026-10-21
Blue Sky Capital Consultants Group, Inc.
21,626$964.1K0.4%GrowthMediumPoway, CA2026-10-13
Williams Jones Wealth Management, Llc.
21,412$954.5K0.0%GrowthLowNew York, NY2026-11-05
Atria Investments, Inc
21,136$942.2K0.0%CoreMediumCharlotte, NC2026-10-15
Henshaw Capital LLC
20,600$918.3K0.0%GrowthVery LowWoburn, MA2026-11-03
Waterfront Wealth Inc.
20,142$926.5K0.1%ValueLowOverland Park, KS2026-11-03
Lincoln Capital LLC
19,825$885.9K0.2%CoreVery LowLincoln, NE2026-10-09
Commonwealth Equity Services, LLC
19,583$873.0K0.0%ETFLowWaltham, MA2026-11-02
Blue Fin Capital, Inc.
18,956$845.0K0.1%GrowthVery LowWarren, RI2026-10-28
Midway Capital Research & Management
18,569$827.8K0.7%CoreVery LowChicago, IL2026-10-20
Gateway Investment Advisers LLC
18,161$809.6K0.0%GrowthLowCincinnati, OH2026-10-13
Truist Financial Corp
18,070$805.6K0.0%CoreLowCharlotte, NC2026-10-30
US Bancorp \de\
17,266$769.7K0.0%IndexLowMinneapolis, MN2026-11-05
Lido Advisors, LLC
16,733$746.0K0.0%GrowthLowLos Angeles, CA2026-11-04
Vise Technologies, Inc.
16,334$728.2K0.0%IndexLowNew York, NY2026-10-29
Copeland Capital Management, LLC
15,999$713.3K0.0%ValueMediumConshohocken, PA2026-10-13
Ethic Inc.
15,913$709.4K0.0%CoreLowNew York, NY2026-11-03
HB Wealth Management, LLC
15,819$705.5K0.0%IndexVery LowAtlanta, GA2026-10-23
Chemistry Wealth Management LLC
15,681$699.0K0.1%CoreLowNew York, NY2026-10-16
Formidable Asset Management, LLC
15,183$681.0K0.1%CoreLowCincinnati, OH2026-11-03
Park Avenue Securities LLC
15,095$675.0K0.0%ETFMediumNew York, NY2026-10-26
Clear Trail Advisors, LLC
14,363$640.3K0.1%CoreLowHouston, TX2026-10-20
Chicago Capital, LLC
14,284$636.8K0.0%GrowthLowChicago, IL2026-10-13
Quadrant Capital Group LLC
13,172$595.8K0.0%CoreLowCincinnati, OH2026-10-20
St. Louis Trust Co
12,899$575.0K0.1%ETFVery LowSaint Louis, MO2026-11-03
Avior Wealth Management, LLC
12,612$562.2K0.0%ETFMediumOmaha, NE2026-10-13
Alps Advisors Inc
12,440$554.6K0.0%YieldLowDenver, CO2026-11-03
Blue Zone Wealth Advisors, LLC
12,151$541.7K0.1%MomentumLowLos Angeles, CA2026-10-19
Third View Private Wealth, LLC
12,019$535.8K0.1%GrowthLowWestport, CT2026-10-30
Achmea Investment Management B.V.
11,921$533.7K0.0%CoreMediumZeist, Philippines2026-10-30
Regions Financial Corp
11,712$522.1K0.0%CoreLowBirmingham, AL2026-11-05
Kraematon Investment Advisors, Inc
11,586$516.5K0.4%MomentumLowBraintree, MA2026-11-02
Pacifica Partners Inc.
11,547$509.0K0.2%CoreLowSurrey, South Africa2026-10-09
North Dakota State Investment Board
11,504$512.8K0.0%GrowthMediumBismarck, ND2026-10-27
TBH Global Asset Management, LLC
11,298$503.7K0.1%CoreHighBrentwood, TN2026-11-03
UniSuper Management Pty Ltd
11,075$703.4K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Herold Advisors, Inc.
10,630$475.6K0.1%CoreLowNew York, NY2026-10-19
Laurion Capital Management LP
10,067$448.8K0.0%GrowthVery HighNew York, NY2026-10-30
Evergreen Capital Management LLC
9,649$430.2K0.0%GARPMediumBellevue, WA2026-10-23
Leonteq Securities AG
9,545$425.5K0.0%CoreHighZurich, Switzerland2026-10-29
Griffin Asset Management, Inc.
9,262$412.9K0.0%CoreLowNew York, NY2026-10-22
Everett Harris & Co
9,149$407.9K0.0%CoreVery LowLos Angeles, CA2026-10-28
Salvus Wealth Management, LLC
9,112$406.2K0.2%CoreMediumRed Bank, NJ2026-10-13
HUB Investment Partners, LLC
9,025$402.3K0.0%GrowthLowAustin, TX2026-11-03
Capital Advisors Wealth Management, LLC
9,005$401.4K0.0%ETFLowYakima, WA2026-10-09
Schwartz Investment Counsel Inc
9,000$401.2K0.0%GrowthMediumPlymouth, MI2026-10-26
Frank, Rimerman Advisors LLC
8,685$387.2K0.0%GrowthLowPalo Alto, CA2026-10-16
Keybank National Association
8,645$385.4K0.0%CoreLowBrooklyn, OH2026-11-04
Sterling Capital Management LLC
8,635$384.9K0.0%GARPMediumCharlotte, NC2026-10-22
Wilmington Savings Fund Society, FSB
8,626$384.5K0.0%CoreLowWilmington, DE2026-10-23
Signaturefd, LLC
8,330$371.4K0.0%IndexLowAtlanta, GA2026-10-23
Cardinal Point Capital Management ULC
8,020$359.0K0.0%ValueLowToronto, Australia2026-10-21
Crossmark Global Holdings, Inc.
7,911$352.7K0.0%GARPMediumHouston, TX2026-10-21
Brighton Jones LLC
7,742$345.1K0.0%CoreVery LowSeattle, WA2026-11-03
Bond & Devick Financial Network, Inc.
7,700$343.3K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
Equity Wealth Partners, LLC
7,559$337.0K0.1%ETFVery LowIndependence, MO2026-10-26
Kestra Advisory Services, LLC
7,363$328.2K0.0%CoreLowAustin, TX2026-11-02
Citizens Financial Group Inc
7,243$322.9K0.0%GrowthLowProvidence, RI2026-10-23
Herbst Group, LLC
7,200$321.0K0.2%GrowthHighWestport, CT2026-10-20
Hendershot Investments Inc.
7,158$319.1K0.0%CoreLowCentreville, VA2026-11-05
Schneider Downs Wealth Management Advisors, LP
7,149$318.7K0.0%ETFVery LowPittsburgh, PA2026-10-27
Generali Asset Management SPA SGR
6,833$434.0K0.0%CoreLowTrieste, Latvia2026-10-26
Dimensional Fund Advisors LP
6,822$304.1K0.0%IndexLowAustin, TX2026-11-04
Viewpoint Investment Partners Corp
6,812$301.7K0.1%ValueMediumCalgary, Abu Dhabi2026-10-26
Krilogy Financial LLC
6,468$296.4K0.0%GrowthLowSt. Louis, MO2026-10-13
Lanark Financial, Inc.
6,234$277.9K0.0%CoreMediumBirmingham, AL2026-10-26
Compound Planning, Inc.
6,225$277.5K0.0%CoreLowNew York, NY2026-11-05
Greenup Street Wealth Management LLC
6,032$268.9K0.0%ETFMediumOverland Park, KS2026-10-28
Focus Financial Network, Inc.
6,026$268.6K0.0%ETFLowMinneapolis, MN2026-10-14
Cigna Investments Inc
6,010$269.0K0.1%CoreVery LowBloomfield, CT2026-10-19
Thrive Wealth Management, LLC
6,000$267.5K0.0%ETFVery LowAudubon, PA2026-10-13
J. Safra Sarasin Holding AG
5,743$256.9K0.0%CoreMediumBasel, Switzerland2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
5,730$255.4K0.0%GrowthVery LowBoston, MA2026-10-23
Searle & Co.
5,662$253.3K0.1%CoreLowGreenwich, CT2026-11-04
Clifford Swan Investment Counsel LLC
5,430$242.1K0.0%CoreVery LowPasadena, CA2026-11-05
Yousif Capital Management, LLC
5,373$239.5K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Farther Finance Advisors, LLC
5,275$235.2K0.0%IndexLowSan Francisco, CA2026-10-08
Assenagon Asset Management S.A.
5,267$236.4K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Verdence Capital Advisors LLC
5,229$233.1K0.0%CoreMediumHunt Valley, MD2026-10-26
Northwest Financial Advisors
5,146$229.4K0.0%ETFLowHerndon, VA2026-10-27
Parsons Capital Management Inc
5,130$228.7K0.0%CoreLowProvidence, RI2026-10-28
MGO One Seven LLC
5,096$227.2K0.0%GrowthLowBeachwood, OH2026-10-28
Wedmont Private Capital
5,092$230.0K0.0%IndexVery LowWest Chester, PA2026-10-09
Abel Hall, LLC
5,070$226.0K0.0%CoreMediumBaton Rouge, LA2026-10-19
Stackstone Wealth, LLC
5,039$224.6K0.0%CoreN/ADubuque, IA2026-10-19
Rhodes Investment Advisors Inc
5,037$224.5K0.2%CoreMediumFort Worth, TX2026-10-07
AlphaCore Capital LLC
5,021$224.0K0.0%ETFLowLa Jolla, CA2026-11-04
SeaBridge Investment Advisors LLC
5,002$223.0K0.0%GrowthMediumSummit, NJ2026-11-02
Mirae Asset Global Investments Co., Ltd.
5,000$222.9K0.0%GrowthLowSeoul, Malaysia2026-11-03
Heritage Investors Management Corp
4,948$221.0K0.0%CoreVery LowBethesda, MD2026-10-29
Aaron Wealth Advisors LLC
4,629$206.4K0.0%GrowthMediumChicago, IL2026-10-13
Compass Ion Advisors, LLC
4,529$201.9K0.0%ETFVery LowConshohocken, PA2026-10-23
Washington Trust Advisors, Inc.
4,360$194.4K0.0%GrowthLowWellesley, MA2026-10-22
Gamma Investing LLC
4,277$190.7K0.0%IndexVery LowFoster City, CA2026-10-08
Simplex Trading, LLC
3,772$168.2K0.0%CoreVery HighChicago, IL2026-11-04
Nisa Investment Advisors, LLC
2,873$128.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
SBI Securities Co., Ltd.
2,548$113.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Farmers & Merchants Investments Inc
2,519$112.3K0.0%CoreVery LowLincoln, NE2026-10-22
Essential Partners LLC
2,369$105.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Caitong International Asset Management Co., Ltd
2,132$95.0K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Birchwood Financial Partners, Inc.
2,102$93.7K0.1%ETFVery LowBloomington, MN2026-11-02
Fifth Third Bancorp
2,084$92.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Rosenberg Matthew Hamilton
2,025$90.3K0.0%ETFVery LowGrand Junction, CO2026-10-05
Wolverine Asset Management LLC
1,973$88.0K0.0%Deep ValueVery HighChicago, IL2026-11-02
Versant Capital Management, Inc
1,953$87.3K0.0%GARPLowPhoenix, AZ2026-10-02
Provenance Wealth Advisors, LLC
1,949$86.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
EverSource Wealth Advisors, LLC
1,781$79.4K0.0%CoreMediumBirmingham, AL2026-11-04
Cromwell Holdings LLC
1,738$77.5K0.0%IndexLowJackson, WY2026-10-28
Stone House Investment Management, LLC
1,676$74.7K0.0%ETFMediumTunkhannock, PA2026-10-23
MassMutual Private Wealth & Trust, FSB
1,577$70.3K0.0%CoreLowSpringfield, MA2026-10-05
Cassaday & Co Wealth Management LLC
1,562$69.9K0.0%ETFVery LowMclean, VA2026-10-27
Parallel Advisors, LLC
1,544$68.8K0.0%IndexLowSan Francisco, CA2026-11-03
Financial Perspectives, Inc
1,544$68.8K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Larson Financial Group LLC
1,537$68.5K0.0%GrowthLowSt Louis, MO2026-11-05
Private Trust Co NA
1,476$65.8K0.0%CoreLowCleveland, OH2026-10-20
Louisbourg Investments Inc.
1,400$62.7K0.0%GARPMediumDieppe, Armenia2026-10-20
Parkside Financial Bank & Trust
1,364$60.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Hanson & Doremus Investment Management
1,298$58.0K0.0%CoreVery LowBurlington, VT2026-10-16
Root Financial Partners, LLC
1,127$50.2K0.0%ETFMediumEncinitas, CA2026-10-21
Assetmark, Inc
1,070$47.7K0.0%ETFLowConcord, CA2026-10-21
Bfsg, LLC
1,007$44.9K0.0%CoreLowIrvine, CA2026-10-30
Dhjj Financial Advisors, Ltd.
1,001$44.6K0.0%ETFVery LowNaperville, IL2026-10-23
Princeton Global Asset Management LLC
1,000$44.6K0.0%GrowthLowPrinceton, NJ2026-10-21
Pinnacle Wealth Planning Services, Inc.
934$41.6K0.0%GARPLowMansfield, OH2026-10-27
Legacy Bridge, LLC
909$40.5K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Key FInancial Inc
841$37.6K0.0%ETFLowWest Chester, PA2026-11-02
Compass Financial Management LLC
600$26.7K0.0%CoreN/ATampa, FL2026-10-30
Mountain Hill Investment Partners Corp.
597$26.6K0.0%GrowthHighAtlantic Highlands, NJ2026-10-23
Alpine Bank Wealth Management
573$25.5K0.0%ETFHighGrand Junction, CO2026-10-16
IFP Advisors, Inc
572$25.5K0.0%GrowthLowTampa, FL2026-10-16
CoreCap Advisors, LLC
569$25.4K0.0%ETFMediumSouthfield, MI2026-10-08
Trust Co of Vermont
562$25.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
Hara Capital LLC
370$16.5K0.0%Deep ValueMediumBellevue, WA2026-10-30
TFC Financial Management, Inc.
330$14.7K0.0%ETFVery LowBoston, MA2026-10-26
Virginia Estate & Retirement Planning Advisors Inc.
314$14.0K0.0%ETFLowGlen Allen, VA2026-10-14
True Wealth Design, LLC
306$13.6K0.0%ETFMediumAkron, OH2026-10-13
Asset Dedication, LLC
306$13.6K0.0%ETFLowSan Francisco, CA2026-11-03
Bell Investment Advisors, Inc
305$13.6K0.0%ETFVery LowOrinda, CA2026-10-29
Central Trust Co
304$13.6K0.0%CoreLowJefferson City, MO2026-11-05
Financial Management Professionals, Inc.
264$11.8K0.0%ETFMediumAustin, TX2026-10-23
Pinnacle Bancorp, Inc.
262$11.7K0.0%CoreVery LowBeatrice, NE2026-10-21
Birch Financial Group, LLC
260$11.6K0.0%CoreLowKeene, NH2026-10-27
Avion Wealth
250$110.0%ETFLowThe Woodlands, TX2026-11-04
Eastern Bank
216$9.6K0.0%GrowthMediumBoston, MA2026-10-05
Fortitude Family Office, LLC
207$9.2K0.0%ETFMediumScottsdale, AZ2026-10-14
TD Private Client Wealth LLC
206$9.2K0.0%ETFLowNew York, NY2026-10-28
Gilpin Wealth Management, LLC
200$8.9K0.0%GrowthLowDenver, CO2026-10-09
Mather Group, Llc.
199$8.9K0.0%ETFMediumChicago, IL2026-10-14
WPG Advisers, LLC
187$8.3K0.0%CoreLowBaltimore, MD2026-10-27
Carnegie Lake Advisors LLC
180$637.5K0.2%ValueLowPrinceton, NJ2026-11-03
Costello Asset Management, Inc
176$7.8K0.0%CoreLowFeasterville, PA2026-10-30
Burkett Financial Services, LLC
166$7.4K0.0%ETFLowRock Hill, SC2026-10-01
Elevation Wealth Partners, LLC
158$7.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Arlington Trust Co LLC
152$6.8K0.0%ETFMediumBirmingham, AL2026-10-20
CX Institutional
151$70.0%CoreMediumAuburn, IN2026-10-02
Richardson Financial Services Inc.
150$6.7K0.0%GrowthMediumMedway, MA2026-10-30
Owl Creek Wealth Partners LLC
140$6.2K0.0%IndexLowGreenwood Village, CO2026-10-20
New England Capital Financial Advisors LLC
138$6.2K0.0%ETFLowMeriden, CT2026-11-03
Jnba Financial Advisors
129$5.8K0.0%ETFMediumBloomington, MN2026-11-03
Acumen Wealth Advisors, LLC
121$5.4K0.0%GrowthHighChattanooga, TN2026-11-05
Financial Consulate, Inc
120$5.4K0.0%ETFLowHunt Valley, MD2026-10-23
William Mack & Associates, Inc.
110$4.9K0.0%ETFLowTroy, MI2026-10-27
North Star Investment Management Corp.
106$4.7K0.0%CoreLowChicago, IL2026-10-27
Ares Financial Consulting, LLC
105$4.7K0.0%CoreLowCalabasas, CA2026-10-19
Berbice Capital Management LLC
100$4.5K0.0%MomentumLowMelville, NY2026-10-13
Triumph Capital Management
100$4.5K0.0%ETFMediumDenver, CO2026-10-14
Beacon Investment Advisory Services, Inc.
100$4.5K0.0%GrowthLowMorristown, NJ2026-10-13
Grove Bank & Trust
91$4.1K0.0%ETFLowMiami, FL2026-10-08
Nfsg Corp
90$4.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Buck Wealth Strategies, LLC
87$3.9K0.0%ValueMediumDenver, CO2026-10-28
Hughes Financial Services, LLC
87$4.2K0.0%ETFLowHerndon, VA2026-10-30
Flagship Wealth Advisors, LLC
80$3.6K0.0%ETFLowWakefield, MA2026-11-03
Salomon & Ludwin, LLC
72$3.2K0.0%ETFVery LowRichmond, VA2026-10-29
Private Wealth Management Group, LLC
70$3.1K0.0%ETFLowPrinceton, NJ2026-10-19
Kelleher Financial Advisors
69$3.1K0.0%CoreMediumNew York, NY2026-10-30
SJS Investment Consulting Inc.
65$2.9K0.0%ETFVery LowSylvania, OH2026-10-26
West Paces Advisors Inc.
65$2.9K0.0%ETFLowAtlanta, GA2026-10-13
Oakworth Capital, Inc.
62$2.8K0.0%ETFLowBirmingham, AL2026-10-26
Union Savings Bank
62$2.8K0.0%CoreLowLitchfield, CT2026-10-14
Physician Wealth Advisors, Inc.
62$2.8K0.0%ETFMediumMidvale, UT2026-10-20
JFS Wealth Advisors, LLC
54$2.4K0.0%ETFVery LowHermitage, PA2026-11-03
Evermay Wealth Management LLC
51$2.3K0.0%ETFLowArlington, VA2026-11-05
MV Capital Management, Inc.
51$2.3K0.0%ETFLowBethesda, MD2026-10-29
Roxbury Financial LLC
51$2.3K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Manchester Capital Management LLC
44$2.0K0.0%CoreLowManchester, VT2026-10-22
Mowery & Schoenfeld Wealth Management, LLC
39$1.7K0.0%GrowthMediumLincolnshire, IL2026-10-28
Golden State Wealth Management, LLC
33$1.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Ascentis Wealth Management, LLC
29$1.3K0.0%Agg GrowthLowDallas, TX2026-11-03
Blue Trust, Inc.
27$1.2K0.0%ETFLowBrentwood, TN2026-10-15
Winthrop Capital Management, LLC
25$1.1K0.0%ETFLowCarmel, IN2026-11-05
Trust Co of Toledo NA
25$1.1K0.0%GrowthVery LowHolland, OH2026-10-16
Breakwater Investment Management
24$1.1K0.0%ETFLowSeattle, WA2026-10-20
Advocate Investing Services LLC
22$9810.0%ETFLowWoodbine, MD2026-10-26
Barnes Dennig Private Wealth Management LLC
22$9810.0%CoreLowCincinnati, OH2026-10-30
Creative Financial Designs Inc
21$9360.0%ETFMediumKokomo, IN2026-11-04
Elyxium Wealth, LLC
18$8020.0%GrowthVery LowBeverly Hills, CA2026-10-27
Country Trust Bank
16$7130.0%GrowthLowBloomington, IL2026-10-30
Sunrise Financial Services, LLC
12$5350.0%ETFMediumBurien, WA2026-10-21
Trust Co
12$5350.0%ETFVery LowManhattan, KS2026-10-09
Torren Management, LLC
6$2780.0%ETFMediumSan Diego, CA2026-10-29
Dorato Capital Management
5$2230.0%ValueVery LowDenver, CO2026-10-08
Mosley Wealth Management
5$2300.0%ETFHighAnaheim, CA2026-10-16
Abound Wealth Management
0$20.0%ETFVery LowFranklin, TN2026-10-26